Loading...
HomeMy WebLinkAbout94-01073 1t~!~~~~'t~~~~\!: 'Y(~-:~. !.;\~:~::.. , ~" ,> ,; ":~;. "- L . .,-.-,',' ....fl' -,-'. :/-, '. 'F:(. , ..r,~,'" -;", :;_'<t-:\ -; -,1" .., '. ~ " . -~. '^ .; "^",~"" .-,;--.l!:, ~ ,-, .. , .L No. 21 - 94 - 1073 , ,,' ''i " ~ Estate of GUY J DEPASQUALE , Deceased :j ., > ~ ." ~ ~ i i DECREE OF PROBATE AND GRANT OF LETTERS f., AND NOW DECEMBER 23, 19~, In consideration of the petlllon on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the Instrument(s) dated JUL Y 23. 1993 deserlbed therein be admllled to probate and n1ed of reeord as tile last will of GUY J DEPASQUALE I ESTAMENTARY JEAN DEPASQUALE and Lellers are hereby granted to FEES P b L . E S 40.00 ro ate, ellers. te... , .. , . . . Shorl Certlficates( 2) .... .. . ... S 6 .00 Renunciation ................ S , X-Pages S 15.00 JCP JCP TOTAL - S S eo Flied .. .m.E,t1m. .~~,. .l.m.... 60:00.. A1TORNI!Y (Sup. C,. 1.0. No.) 232 N. 2nd St., P.O. Box 99 Harrisburq, PA 17108 ADDRI!SS (717) 236-9577 PIlONE N ~~ - If) o.!!2 N m:= fi: f_)~ ,.8 fE, ~ 00 . '0 i; ... l:." 'r.: tU C} .ii! -o1~ c::I .'C ,,_ '49 . 1/1) ~g> p; ~~ a: a: Ma1led letters and order to attorney on 12-23-94. ___P<___""....~....___ --- I)ETITION H)It PROIlATE t1nd GItANT 01' I.I~TTEI{S No, _._Q2l:-::_~1/ ... LD1 .~ To: 1~\''''/r II! _G_\!yy_.-1L~J'.JIJI..flUal..!L-_- "',W kllllll'lI 11,\- Ite~lster of Will, fur thc . 0"('('11,\('''' COllnl)' of In the SlIdll' Srl'"rll)' Nil, --21_4 - 0 9 -7296 Commollwelllth IIf l'ellll,ylvlIlIllI The petltloll of the IIl1derslglled re,peelflllly repre,elll' thlll: YOllr pellthmer!"" who I,/IOX IK yellts of IIgc or older 1111 the execllu:i:>< In the Ill" willuf Ihe Ilbuve deceuent, daled _July 23 tMlIlt:ltlllIllKotXlAK'lI ----~--* nllmed , 19.!L'L- Deeendent Wll' domiciled III dellth In cumberland COIIlIlY, l'ennsylvlInla, with h is IlIst fllmlly or principal re,ldenec lit 790 Brentwater Rllllrl. llampr'l<,n Township, camP-illl~t-CumhArlanrl Caun.t..~. ppnn"y,,,,,ni.. (Ihl \1n~1, nllmher umllllUlh:lfllllil)') t,II1IC rclC:\'llltl dn:llIll\lII11Io:C\. e.lI. rCl1l11l1:hlllull, llenlh ur ('ClO\lln" clC.) Decelldent. tllell 66 yellrs of Ilge, died November 28 ,1994 lit Wilkes-Barre General HospitaL Wilkes=BarrA, PA . Except liS folluw,. ueccdent did nntllHlrry, WIIS nut divorced IInd did not hllve II child born or adopted lifter execlItlon of thc will offercd for prublllC; WIIS lIutthe vlcllm of II killing IInd was never adjudicated Incompetcl1l: None Decendent at delllh owned property with e'timllled vlllues "' folloW': Jb (l:O.. (If domlellcd In I'll,) All personlll properlY $ ~ J 0,000 - (If not domiciled In I'll.) I'ersonlll pruperlY In I'enn,ylvllnlll $ , (If not domiciled In I'll.) I'ellonlll property In CounlY $ VlIlue of relll e'tllte Inl'ennsylvlInlll $ Unestimated situated liS follows: 2 tracts in silver Sprinq Twp., cumbArlanrl cnunty, PA WHEREFORE, petltloner(X) re,peetfull)' request(s) thc probllte of the IlIst will xMt<llOllllllIl') presented hcrewith IInd Ihe grllnt of lellell testamentary tIC\ltll11cntary; uJm!nl\IIRllun c.l,lI.; tllhnlnlS1rlulon d,b.n.c.t,D.) theron, ~ "'- ~i ~r" _'6 .0- ...- ~o 11 ~ Vi ~ JJ- /) _ -'L<~ ~(I.A_~-<-"e'.b-- ~Ll.lLD~g.u~ ::..J9.0.-Br.entwate aarl ~ ~qmp-~#?, J 7011 Thc petitioner!)! IIbove.l1tuneu ,wellr(,) or affirm!') thlltthe 'tlltcments in the foregoing petition arc true IInd eurreclto the belluf Ihe knowledge IInu ~.~ef of petitioner(ll) ulld that liS persollal represen. tlllive!il of the IIbovc decedent pelitloner~) will w~~1 nd truly admipi~r 115'9tlltc according to IlIw. Sworn to or affirl11e~ 1l'i"1 ,"b,cribeu ,""/ VJ- Ie. ..... ,:I before me thi, _~L- ullY of t Jelln DePas u ~' '-~_G,lroP.e~ ~~F9 - (/ \-~ g . "_ I /In,> /"_'''- 'bJ c "o/'~ ~ AR C. LEWIS /lr~I.,'er U-fI- a ),5 - .5 - 13 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OI:I>ENNSYLVANIA }' l:l!:l COUNTY OF CUMBERLAND 11I1I'I,m 111\"/110. This is 1'0 rcrrif)' 1I1111111l' informafion ht'Il' ~in'Jl i~ (llllt'lll)' wf1lt'd '1II1ll .1II111i~ill.ll t('l'lifil-.lll'nl dl'.lth tltdy rilL-tI wilh It\l' "'Ii I.()(:"I Itc.'gisrrou, The: mi8itl.ll (l'rriliUlIt. will he lllrw;lhkd III thl' SI;I!t. Vit.1I Hnllld\ (Hlill' lo!' pt'f'Ill.1Iltlll Win}.: I"'C fur Ihi, ,~illfk;Il', $I.l!1J WARNING: It IIIIIeg8110 dupllcale Ihll,l'..ojlY by phololt21 OOfn.OIOJlr&ph. t)',Q.r./Yt) ~/I, I ~l,t--D>- 4- D - 3 SO [1; }~ ~) , 'I.,f ,L-' _ .. J , .,.. ~ . ~",(U\,lrb.,u 'C, <<v\-- .-<.AtJ:bJ "I ,~ ..~ ;; . ~ .-____"_,__,_11,7_3:dJ~q-4-- (),lIe Ie:: -------..--- No, I.onll flc);l~trilr 2~96G41 "l...lU....,"' COUUONWlALTH 0' PIHHIY1.\M."lA. OIPARTIIIHT 0' HULTH . VITAL RICORDI CERTIFICATE OF DEATH .......... .. -, ..... .. (.10 ,. - . 11_0.,._1 _0 ::"'0 ~. .. -..... INO ~-=:::.. I""U........'..~...-:'" , ,. , .' ....!:"........,., " t:> , /t~~ _ilY_o w.r u .- Y'.... 11III ...7.--......-...-......... I ""M.Il4f" - ...... M' ...0 ..IIJ ,,',1 . ................... _.._0...._.._......_._._-,__._....... ltII....__..__ ~' ""I' ~..... " ',~.,,' '4 ~-- ,'. of&lluat,.&n.t-----:" . .,.... ,,&:fi;2.c~~. I " .'. oj :::::::::: '.;... - '::""...': b D I I NIff.. ~ _-..__ ....--.._~_....-rl IliA : [" IARtrtc ~Ar~tnom8t 8 ..! ""'-'1Wll"1CI - It " =.o'~; .......,. ~l1OMQI'~.~. __ aI ,.....~.:..'. 0 ," '..'"... I"" - 0 __ 0 ...0 ".0 ..... 0 c.M."'_ 0 ~ ,__~~....." -~- - - ~ - CUlU'IIllIO-,::,=, " .==.,=:::::..-=~::"..::..-=-.::::=~~~~~.?'...,............,.".. , ' ' '. -~~IP'fMIWftII';WiI""'-~__IIIOol~._~'" ...........,.,--..--......-,-.--................-........-.-....".,....,........,.., 'tIIDlCA&.u.......-<e~IlO'r'" 'I " . ,,;1 O<I_.....~....,."'"..........,..................... ......;............,........... ........~'I..... ...-.........................,..................."..........,.....,.....,..,...'...".......,.......,.....,... - ....., lM.tUIly....WDI'IlI Df -....., ..... (J ..0 - 8 I PA IR702 " iY.J.6.lJm1 . _k*~~'~i;-~~'::.i;\~~AJ.t~t*.~ 1~-v~~~i:~":~~~J;:y~j-'fill:i~~~;,~~~~~~;:tl.g~~~;f~~ 21 - 94 - 1073 ", i,,' " . o .' ,,' ;> ..',., ,.. ' . ~:,!~'>. . '",', . ,.,;>> . , ';, ,. " ,"'~ ,~<'~ ::}f" i;;~ : ~ ,..; ....,:', , ,0.: " " .i', ' ;;" .,'i':':,.',',," .' >'1',~,:' " ',' ,,- .:, ,ft ".~'~~~' ,.' . J" " '.- ;",.,<:.-..., .,.. >:c; , . , ,'.. ~";> .~~:.:' :;f:" ~:>:" <,l ';:'(~ y . ': ;;,. : . ',: . :' ,,:., :~.:,:<;,."~..i, ,i'; ':,:.~r~:;:>z';' ,;;:,.,,:}:'j'7' , ~".,;.:,: :;::':"';~ )i/'i,,:.,;: "",'lJ},':':;< ,': .:::' ,'.:'':,:.',:'; ,,\. ',', c, :; '."i,:, > ''.2,?V'", .' .'. :. .~ ." '" ;.' ,., ,,' ,,""":!,' "'.::/, "; ;2J~~, '.'," . >::':' ','; ,"": ,,;:,. ,>,,;, ,:_.';",:,;: ",' :(" , <.' ..', /;; '.! '. .:' :i:; i;'2;:f'i~~~\~;/~' :{:2;~jI:;'''} ~> . ""::i{. ':>,' :M;':'" . . '. ':;;;: ii,," ;;;,~;. ~'i;!~j;" ,', ,\ .':" .:; ;', :~.~{ iC,:?t. .' ::',:~~:::,"\':i~,f. ?m",:,.\;~\;' ;-';,':>:,:::;. ':' ...' :-i.i~ ,v, "'" ," .C'>,i~~' ::'i''','::'>, . ,'< ;:~::. ,,", ':'. ..', ';';' ..' 'n " , " , ',-,'>:',,: ..' .":-; ,'~, .' . i~ - ~ l~ . 0 CI m:a ~'i~ C":I ~~ .;J a.... ~ ~Q .;J gut ::n :g ~("; ~~ N lirQ1 UI 0 - N . " ," " " ;' \. '. '0 LAST WILL AND TBSTAMENT OF GUY J. DB PASQUALE I, GUY J. DEPASQUALE, now of Camp lIill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testamsnt and hereby revoke all prior wills and Codicils made by me. ITEM I. I direct that all of my just debts and funeral expenses, including the cost of my gravemarker, if any, shall be paid for from my residuary estate as soon as practical after my decease as a part of the administrative expenses of my estate, ITEM II. I give all of my articles of personal and household use, including automobiles and all insurance on that property, to my wife, JEAN DEPASQUALE, provide she survives me by thirty (30) days. Should my wife, JEAN DEPASQUALE, predecease me or die on or before the thirtieth (30th) day following my,death, I give and devise the same in equal shares unto my then living children, particular items to be allocated among them as they agreel or, if they cannot agree, as my personal representative determines. ITEM III. I give my real estate situate in Silver Spring Township, Cumberland County, Pennsylvania, being tracts l' and 2 on subdivision plan made by Robert G. Hartman, P.E., dated July 31, 1980 and recorded in Cumberland County Plan Book 41, Page 82, unto my daughter, JEAN M. DEPASQUALE, Camp Hill, Pennsylvania, as Trustee, to administer and distribute as follows: A. Trust~e shall pay the net income thereof to or for the benefit of my wife, JEAN DEPASQUALE. B. Trustee shall pay to or for the benefit of my wife, JEAN DEPASQUALE, from time to time, such portion of the principal of this trust as Trustee, in her sole discretion, deems necessary for the maintenance and support of my wife. C. Notwithstanding the above provisions of paragraph B hereof, during any calendar year of this trust, my wife shall have the unqualified right, at her sole discretion, to demand, in writing, ""~1Jt.fi'<:t~ ". ~ delivered by her to Trustee, that she be paid from the principal of this trust an amount not in excess of the greater of Five Thousand ($5,000.001 Dollars or five (5\) percent of the aggregate market value of the aesets of this trust as of January 1 of the calendar year during which time the demand is made. The right permitted to my wife under this provision must be exercised by her as therein provided on or by December 31 of the calendar year applicable and any amount to which such right is not so exercised for any given calendar year shall lapse and shall not accumulate or carryover to any future calendar year. D. Upon the death of my wife, Trustee shall pay the income in equal shares to my children, JEAN M. DEPASQUALE, JACK DEPASQUALE and JOSEPH DEPASQUALE, or their issue, per stirpes, until such time as a living grandchild of mine has entered college or commenced post-high school technical or vocational education. At that time, Trustee shall pay so much of the income and principal as necessary to pay for such education, not to exceed four years for each grand- child. Should the cost of such education be less than the amount of the income, Trustee shall distribute the remaining income in equal shares to my children as set forth above. When all of my living grandchildren have attained age twenty-three (231, Trustee shall distribute any undistributed income and all of the remaining principal absolutely, in equal shares, to my children, JEAN M. DEPASQUALE, JACK DEPASQUALE and JOSEPH DEPASQUALE, or their issue, per stirpes. Should any such child have predeceased me or died without issue surviving, the share of such child shall be distributed to my other children, or their issue, per stirpes, as the case may be. ITEM IV. I give and devise all of the rest, residue and remainder of my estate of every nature and wherever situate unto my wife, JEAN DEPASQUALE, provided she survives me by thirty (30) days. Should my wife, JEAN DEPASQUALE, predecease me or die on or before the thirtieth (30th) day following my death, I give and devise the same, in equal shares, to my children, JEAN M. DEPASQUALE, JACK DEPASQUALE and JOSEPH DEPASQU LE, or their issue, per stirpes. - 2 - , ", Should any suoh ohild of mine predeoease me or die without issue surviving, the share of suoh ohild shall be distributed to my other children, or their issue, per stirpes, as the oase may be. ,. ITEM V. If any inoome or prinoipal shall be payable to any person who shall be minor or who shall be inoapaoitated for any reason, my personal representative as trustee shall hold suoh inoome and prinoipal during minority or inoapaoity and shall be entitled to apply suoh inoome and prinoipal to the health, maintenanoe, support and eduoation of suoh person during minority or inoapacity, without the appointment of any guardian or oommittee or any authority of oourt, and shall be entitled to make direot application hereunder or to make applioation by payment thereof to the parent or other person in oharge of suoh minor or inoapaoitated person, or to his or her guardian or to a oustodian under the Uniform Gifts to Minors Aot. Any remaining inoome and prinoipal to whioh suoh person shall be entitled shall be paid and distributed to suoh person upon the termination of minority or inoapaoity. ITEM VI. I appoint my wife, JEAN DEPASQUALE, Exeoutrix of this my Last will and Testament. Should she fail to qualify or oease to aot in such oapaoity, I then appoint my daughter, JEAN M. DEPASQUALE, Contingent Exeoutrix of this my Last will and Testament. No bond shall be required by my personal representa- tive in any jurisdiotion. ITEM VII. In addition to the powers given by law to my per&onal representative(s) and trustee(s) [hereinafter fiduoiaries] in the administration of my estate and of the trust(s) oreated herein, they shall have the following disoretionary powers applioable to all real and personal property held by them, inoluding property held for minors, effeotive without oourt order until actual distribution. A. To retain any property owned by me at my death and to invest any funds held by them in any stooks, bonds, notes or other securities or property, real or personal, inoluding common trust funds, mutual funds and money market deposit acoounts operated or offered by my oorporate trustee, if any, or any affiliate of it. ~~ Jtt~~ IG Y J ./ DePasquale - 3 - . ~ B. To sell or otherwise dispose of any property, real or personal, at any time forming a part of my estate or the Trust estate, for cash or upon credit, in such manner and on such terms as they see fit, and no one dealing with the fiduciaries shall be bound to see to the application of any monies paid. c. To manage, operate, repair, improve, mortgage or lease for any term any real estate at any time held or owned by them as fiduciaries. D. To hold investments in the name of a nominee and exercise and dispose of warrants. E. To engage in litigation and compromise, arbitrate or abandon claims and property. F. To conduct any business in which I am engaged or in which I have an interest at the time of my death, for such period as the fiduciaries deem advisable, with the power to borrow money and to pledge the assets of the business and do all other acts, which I, in my lifetime, could have done, or to delega~c such powers to a partner, manager or employee, without liability for any loss occurring therein. G. To allocate items of receipt or disbursement between principal and income as the fiduciaries deem equitable regardless of the character given such items by law; to distribute in cash or kind or partly in each at valuations fixed by the fiduciaries. H. To borrow money, including the right to borrow from any corporate trustee, if any, and to mortgage or pledge as security or to hold its own stock if a corporate trustee. I. To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate disuretionary duties with respect theret~. J. Should the principal of any trust herein provided for be or become too small in trustee's opinion so as to make establishment or continuance of the trust inadvisable, my trusteels) may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person ~L#f JtJ/~~~$J-- Guy Jf/Depasqual~) - 4 - . " ", . . , . .' or persons and in the proportion they are then entitled to income. Upon such termination, the rights of all beneficiary(ies) who might otherwise have an interest as succeeding income benefioiarylies) or in remainder shall cease. K. In general, to exercise all powers in the management of the assets of my estate or the Trust estate which any individual could exercise in the management of similar property owned in his own right, upon such terms and conditions as the fiduoiaries may deem best, and to execute and deliver all instruments and to do all acts which the fiduciaries may deem necessary or proper to carry out the purposes of this will or the Trust(s) created herein. L. To apply income or principal to which any beneficiary is entitled, directly for his or her comfort, maintenance and support, should the fiduciaries deem such beneficiary incapable of receiving the same by reason of age, illness, infirmity or incapacity, or to pay the same to such person or persons as the fiduciaries select to disburse it, whose receipt shall be a complete acquittance therefore without the intervention of sny guardian. M. To assume continuance of the status of any beneficiary with reference to death, marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumptions. N. All principal and income shall, until actual distribution to any beneficiary, be free of the debts, contracts, alienations and anticipations of any beneficiary, and the same may not be liable for any levy, attachment, execution or sequestration while in the hands of any fiduciaries. IN WITNESS WHEREOF, I have hereunto set my hand and Geal this 23rd day of July , 1993. 2!. , ,,() vR,df) ~--, Ak- GX ~asqu,r;-!^-~' The preoeding instrument, consisting of this and fou~ other typewritten pages, identified by the signature of the testator, was on the day and date thereof signed, published and declared by Guy J. DePasquale, the. stator therein named, as and for hi.s last Will, in the p~e~nge 0 ys, who, at his request, in his presence and in the pre e~(eof. ;ch other, subscribed our names as witnesses hereto. , ' ~//C' I :;)J2..o---.J~;)r-.J Jf ~If/I(d'h'?'r!lu(//o/ ~ L. q:'~-hr(l 23 Z h,/1-um(~J1t:, /J6S' PA - 5 - .. . , , , .. ' " .' . ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN I I SSI I I, GUY J. DEPASQUALE , testator whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last Will, that I signed it willingly, and that I signed it as my free and voluntary ae' fe, 'h. P"'po... 'h.,.ie .xp'....d. 11 ../?~.d(.(<{~^^"' A- Sworn or affirmed to and acknowledged before me, by Guv J. DePasauale , testator, this 23rd day of Julv , 19.2L. J-J.v I. .-><:1, ,JUJ(' / , 'N~ary public My Commission Expires: - iFl!\!,~;"t :XN ,~ 11'\1 \-:, l:iLY IhHrJPdli~C 1\.,,1 '__ '_, C;'\'q~y , \L,"',: ".11"0\;;:\1 \995 t'" !"\'~H,\,;;(~:l tl_j',fC" ".' . "1 ,'.'" AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF DAUPHIN ichora L. {Jlo. , the w tnes es whose names are gned to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testator sign and execute the instrument as his last WillI that he signed willingly and that he ex~cuted it as his free and voluntary act for the purposes therein expressed I that each of us in the hearing and sight of the testator signed the Will as witnesses I and that to the best of our knowledge the testator was at that time 18 or more years of age, f so~nd~nd and under no constraint or undue influence. ~ We, (ld Lnda- L LUxda.. L Cf~ of Sworn to and subsc~ibed before me this Julv , 19.2.L.. 23rd day ~ad'pu~'t "'I Commission Expcr-es:- .". -, "--"J i '.. I f" ! ,Ii' , /':1 l~~l~~~~__..~~. __~ ~.~_1_,~~? ''-' :;:~t A' " " ".,',. . ',. , " .t./.\: ,;"ll- ~. "'-0 ._ "~....-...., _ . ' _ . ~ -' - ----- - -----,-~----'~-'--- --'-'~...;.- --- - - - - -'-__ __ _ _ ~ __ _ __ __..J f:: ':1 'de> Ji'~',1::~ ,l;;nfi"li"t\~,ir;i!~~,x.:-.J-, "t.\ '--, ~') ~- : "_ ~ ': ~ ~., ' ,lt~->' _' ", . < , rH'::;:"'_~: ~ ,~...,~..,'.\a~'"",:'-':'-,',COMMONWEALTH OF PENNSYLVANIA ,: DNo.AA' 0228591~'".";:~"" ,', ".... " li-,'",-' ,,'; "',""V' ,h'k"'; ,,' -;',""',DIPARTMI",OPRIVINUI , r~~i;i,;;_ !,;; :," !.',';';'OFPlCIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATITAl( ACN ASSESSMENT P:I CONTROL 1:,1 NUMBER <' '(;)::\":.~~L:';-;\:i:<: ~,:\;f,';:; .: ':1 , ~:-\,,}-~:-\';;,. . '-~ RECEIVED FROM, I AMOUNT PLACEV RICHARD L ESQ 2S2 NORTH SECOND ST 101 .15.290.00 HARRISBURG PA 17109 ~~D~I '~Dmu .", r,fT: ESTATE INfORMATION, ~1'l.'t 1ft FII NUMBER :'~~lIlI 21-1994-1073 ~~~litEJ NAME OF ~E~~~~TQU~~~ GUY J . II OATE OF PAYMENT III POSTMARK DATE \ \ COUNTY SSN 1574-09-7296 IfIRST) IMI) REMARKS m TOTAL AMOUNT PAID .15,200.00 SEAL CHECK" 6 RECEIVED BY REGISTER OF WILLS ;---~>,:,:,,:,,~,--: ---~.--' ---:;:-;'",....."-----~,-"~ - - -,..-:----- -- -- - - - -- - - ----t-: :,'"""""7--7-'-- \' ., ..,. t . ' ,( ." "f.'~'- , -- .", __..A.JI - t..,...... .1 . I ,.--. " r IS""' S-- /3 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) , . . . ltIV,1500 IX. 17.l~41 ~ ..:5" u.." ......... :cco9 US" '" co ;:: .. 0- ::> ... :& co u .. .. 0- ~ Ei ~ ,. COMMONWEAlTH Of PfNNSYLVANIA DI'AItlMINr Of REVENUE DlPf, 210601 H....ISlURO, 'A 11 21.0601 CfO N' NAMI IlA . lIS, "NO MIDDII tNI IALI DEPAS UALE Gu J, SOCIAL UCUIItITT NUMln OAf( Of OUI" D C- '01 DATIS 0' DIATH AnlR 12131/91 CHICK III ., A SPOUSAL 0 POVIITY CUDIY IS CLAIMSD 'Ill NUMBII ON' 21 COUNTY COOE QM'l A It 1073 NUM! 94 YEAR 574-09-7296 DAII 0' IlltH 4/24/28 790 Brentwater Road Camp Hill, PA 17011 CD'" umber land AMOUNI U(flVID lUE IN"ltUCTION'1 DePasquale, Jean 195-20-1080 [K] I. Original R.lur" 0 2. Supplem.ntal R,tu," o ... lImll.d Ellal. 0 .co. Futur. 1""'1'1 Comproml'l (for do", 0' d.o,h 0"0' 12,12,82) IKl 6. O,cld.nt DI.d T.llul. 0 7. D.ced.n' Malntoln.d 0 living Trull (Atloch copy of Willi lAltoch copy of T,u") AL' CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAnON SHOULD BE DIRECTED TO. HAME COM'UU MAiliNG ADDU $I I" ,U'tI(AIlf!IUIVIY,NO lPOt.lU" NA~t Il"" "." ""'0 MIDDII'NII!AII :ilEi ..,. ..z 8~ Richard L. ~lace IfIfPHONI NUMIIIl 236-9577 '" co ;:: ::5 E :l/ u ... .. I. Rool E"oto (Sch.dulo AI 2, Stock, ond 80nd, (Sch.dulo 8) 3. Clo'lly Herd Slock/Partnershlp Inl.,..t (Schedule C) ..t. MOrfgoS" and Notl' Receivable {Schedule DI 5. Cash, Ban~ D'polil. & Mile.llon,ouI Penonal Property (Schedulo EI 6. Joln.ly Owned Property (Schedule FJ 7, Tron"." !Sch.dule GI(Sch.dulo II 8. Total Grall A..ln (loloIUnl. 1.7) 9. Funerol Expon.... Adminl.trollvl CaUl, Mlle.llon,oul Ellp,"", (Schedule HI 10, Oob.., MO"gog. Uobilill.., U.n. ISchodul. I) 11. To.ol O.ductlon, (10101 Un.. 9 & 10) 12. Nil Value of Ella't (line 8 mlnu, line 11) 13. Charitable and Governmenral BequI'11 (Sch.dul. JI U. Net Value Subject to Tax (line 12 minus line 13) IS. Spousal Tran,f.,. (for dol.. 0' death aft" 6.30.94) S.. Instluetlanl for Ar.pllcabr, Percentage on Rlveu. Sid.. (Include valul' rom Schedule K or Schedule M.I 16. Amount of line ,.. laxabl, 01 6% role (Include valu'l from Schedul. K or Sch.dul. M.I 17. Amounl of lIn. IA lakoble 01 15% role Ilnclud. values from Sch.dule K or Sch.dul. M.I 18. Prlnclpoltok dua (Add tOk from lInel 15, 16 and 17.) 19. Credi" Spousal Poverty Cradil Prior Poy:m.nll + 5,200.UO II) (21 (3 ) (41 (5 I (6 ) (7) (91 (to) (151 1161 (t71 $342,658.35 o 3. R.malnd.r R,lurn (for dol.. of d,alh prior to 12,13.E ~ 5. Federal Elfal. Tak R.lurn R.quireo _ e. Tolal Numb.r of Saf. D,polil Sou 200 N. 3rd St. , P.O. Box 99 Harrisburg, PA 17108 325,000.00 c: ,.:' H! -:J( , " -0- -0- ", , -o- w, t-l 129.451.85 II 10,381.60 ' , :. ~ -0- ..'" , ,--:; 464,833.45 (8 ) 16,253.66 2l, 861. 80 *342,658.35 84,059.64 -0- Inl,re" 1111 38,115.46 112) 426,717.99 (131 -0- (141 426.717.99 x,.Ql. 10,279.75 x ,06. 5,043.58 )( .15 II -0- (18) 15,323.33 1191 5,473.70 1201 DIscount + 273.70 20. If L1n. 19 is 9r.ol.r Ihon L1n. 18. .nl'r th. difference on lIn. 20. Thb" th. OVERPAYMENT. aD 21. If LIne 18" 9r,al.r than lIn. 19. .nlar Ih, diff.rence on lIn. 21. Th" Illh. TAX DUE. A. Enl'r Ihe lnt.r." on lh. balonc. due on line 21 A. B. En'.r the 10101 of lIn. 21 and 21A on L1n. 218. Thil is the BALANCE DUE. Mak. Check Payabl. tOI R.gl,t.r 0' Will., Ag.nt * See att c ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~ Und.r p.nalli.s of perjury. I d.c1or. Ihall have uamin.d lh" r.turn, including accompanying "h.dules and slol.m.nll, and 10 the b"l of my ~no...,l.dg. and b.li,f il illru., carred and complete. I d.d thaI all real ellal. hal betn report. a ollru. morhl value. D.dorotlon of pr.por.r oth.r Ihon the p.rsonal r.pr.l.ntoll.... I bosed II informalion of bh:h prlrp rer hOl any ~no...,l.d e. I I StO'4A'U , R~.~ SI t~O.' ~TUR~J .. ~':..- ' Placey & Wright OAUJ?//,;J?]-' Hb, PA 17108 . ~~~g~ , W~*g~~lO!l D''&-/I J(95= Check hero if you oro roquosting a rofund of your overpayment. 9,849.63 1211 (21AI (2181 '. 9,849.63 . , , , Act .48 of 1994 provld.. for the r.ductlon of the talC rat..lmpa..d on the net valu. of tranal.,. to or for the u.. of the .pou.., Th. rat.. a. pr..crib.d by the datut. will b.l . 3% 1,03) will b. appllcabl. for ..tat.. of d.c.d.nt. dying on or aft.r 7/1/94 and b.for. 1/1/96 . 2% (.02) will b. applleobl. for ..tat.. of d.c.d.nt. dying on or aft.r 111/96 and b.for. 1/1/97 . 1% 1,01) will b. appllcabl. for ..tat.. of d.c.d.nt. dying on or aft.r 1/1/97 and b.far. 111/98 . Spou.al tranal.r. occurring on or aft.r 1/1/98 will b. .xempt from Inh.rltanc. talC, PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (...) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent moke 0 transfer ond: x Q. retain the use or Income of the property transferred, ................................,...................... b. retoln the right 10 designate who shall use the property transferred or Its Income, ,.............. x x c. retain a reversionary Intersst; or ................................................................................... d, recelye the promise far life of either payments, benefits or care' ................,...............,..,... 2, If deoth occurred on or before December 12, 1982, did de:edent within two years preceding death tronsfer property without receiving adequote conslderotlon' If death occurred alter December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration'......................,............................... 1.0................. t..... 0.1... t...... 0.0... x x x x 3. Old decedent own an 'In trust for' bank account at his or her death'...................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ...."', ..__,..._'.<to..,...'<,,,,,,,,,,'_~.I.~ . . , , TOTAL $ 10,279.75 ESTATE OF GUY J. DEPASQUALE 21-94-1073 Explanation of 3' Tax Widow, Jean DePasquale, is given a life estate in property situate 6493 Carlisle Pike, Mechanicsburg (Item 1, Schedule A of Return). She was born June 23, 1926. The value of the life estate is 325,000.00 x .65602. . . . . . . . . . . . . . $213,206.50 Other items passing to surviving spouse as as set forth on Schedule E 129,451.85 $342,658.35 x .03 . ._.~~.~ \ . t.; "",;;;...;".--.'--.'- IlY,U02U. 112,151 Qo.'~,q '0'- ~ COMMONWEALTH O' PENNSYlVANIA INHfIllfANCI TAX IUUIN USIDI!NT DECEDEN' SCHEDULE A REAL ESTATE ESTATE OF PILE NUMBER GUY J. DEPASQUALE 21-94-1073 IProperly lolntly-owned w"h Right of Survluollhlp mUI' b. dlulolOd on Schedule FI AII..ol,,'ot. .hould be ..ported at fair marko, volu. which I. defined al,he p,l.. a' which p,operly would be ..changed betwoon a willing buy.. and a wll""glOlIer, ne"her being compelled '0 bu 0' lOll. bo.h haulng ..alonable knowled e of .h. ..I.uan' facti, ITEM NUMBER DESCRIPTION " Real estate with commercial improvements situate in Silver Spring Township, Cumberland County, Pennsyl- vania, known and numbered as 6493 Carlisle Pike, Mechanicsburg, PA (See appraisal attached) VALUE AT DATE OF DEATH $325,000,00 TOTAL (AI.o enlor on IIn. I. Rocopllulolionl 'If mare space is "fltlded, insert additional ,h..,s o( lame Sin.' S 325,000.00 , . ~ ~ :1.: ~ "i !; < . , ~ '*.;...."-',"~ . , , February 10. 1995 John H. Krieger Appraiser. Broker John H. Krieger Real Estate 252 Winding Way Camp HU 1, Pa, 17011 Phone 717-761-2737 R1chard L, Placey, Esquire Placey i Wright 232 North Second Street Harrisburg, PA. 17i08 Dear Attorney Placey. At your request I have lnspected the property belonging to the ESTATE OF GUY J, DePASQUALE looated at 8493 Carlisle Pike, Mechanicsburg, PA. tor the purpose ot determining the Fair Market Value aB ot November 28. 1994. The "AS IS" FAIR MARKET VALUE as ot November 28, i994 is (THREE HUNDRED AND TWENTY FIVE THOUSAND DOLLARS ) $325.000,00 as estimated by the saleB oompariBon, OOBt and inoome approaches in the tOllowing appraisal report. Thank you tor the opportunity to be ot service, fEe t uly youe' on -kJ f:t'!'UJ.//V hn H, Krieger ~.,'--~--- .------..-~...~.,..!'~)_,.,~~;.....-.....<4'j....~--...<'..v-"""~-...,.,. , , , ' BASIS OF THIS APPRAISAL Purpose and Funotionl The purpose ot the tollowing appraisal is to estimate the FAIR MARKET VALUE ot the real estate property looated at 6493 Carlisle Pike, Meohanlosburg, PA as ot November 28, 1994 belonging to the Estate ot Guy J, DePasquale, Market value Is defined In REAL ESTATE TERMINOLOGY, publish~d by the Amerioan Inutituto ot Heal Estate Appraluers and the Sooiet~ ot Real Eutate Apppraisers aSI The highest prioe in terms of money whtoh a property will bring in a oompetitive and open market under all oonditionu requisite to a tair sale; tho buyer and Beller eaoh aotlng prUdently and knowledgeably I and assuming tho prioe is not atfeoted by undue stimulus. Implloit in this definition is the consummation ot a sale as ot a specitied date and the passing ot the title trom seller to buyer under oonditlonu Whereby: 1. Buyer and seller are typically motivated, 2, Both parties are well-informed or well-advised, and eaoh aoting in what he oonsiders to be his own best interest, 3, A reasonable time is allowed tor exposure in the open market, 5, Financing, it any, is on terms generally available in the oommunity at the specified date and typioal tor the property type in Its looale, 6, The prioe represents a normal consideration tor the property sold unaffeoted by speoial tinanoing and/or terms, servioes, tees, costs or oredits inourred in the transaotion, , . UNDERLYING ASSUMPTIONS GOVERNING APPRAISAL 1. That the le~al desorlptions is oorreot. 2. That the tltle to the property Is good. 3. That there are no enoumbranoes or deteots at titles or mortgages oontraoted other than what the seller ot the estate would make known at neoessary time. 4. That the property is tree and olear ot all liens other than those that the estate would aiso make known at a proper time. 5. That the property Is essentiaily as it was at the timl' ot the inspection tor the appraisai. CONTINGENT CONDITIONS GOV mNING THIS APPRAISAL 1. No lIability is assumed on account ot matters ot legal oharacter atteoting the property such as title detects, enoroachments, liens, overlapping boundaries, eto. 2. Surveys were examined-size ot land was taken tram legal desoriptlon as turnished. 3. The distribution ot the total valuation between land and the improvements applies to the speoitied appraisal. 4. Possession ot this report or a copy thereot docs not carry with it the right ot pUblioation. nor may it be used tor any purpose by any but the applicant without the previous consent ot the appraiser, and in any event, only in its entirety. 5. The information oontained in this report, were trom reliable sources and opinions furnished by others were oonsidered correct: however, no responsibility is assumed as to the aocuracy thereot. 6. This appraiser has not any tinancial or other interest in the subject property at present, nor In the past or in the tuture. I i '....-- \ ' ...~'....~"'--~. -~-- . . . ,:':"~~!'''4~{'''- ,:~.:~ ;t#:1.1l:~j""l"'~;J~,,,,,,,,,,,,,~'t'''. .....,~if~,;..'''i ".1':'. ":' ,,",-__.li4,n'_~.':"'-"'--_~,~.'" -- . . Appraisal: 8493 CarlIsle Pike Mechanlcsbura PA 17055 iMPROVEMENTS: The Subject Property Is a one story block building with an addition of a small frame office and a two story addition having the following: 1. The front small addition houses a 390 square foot office with a rest room. It Is the reception room and office for the 1500 square foot automo- tive repair shop. The shop has 18 foot high ceilings, gas hot air heaters, a wash room and three overhead doors. The neccessary plumbing and flxtures to carry on their business belong to the tenant. They pay all their uti lites. 2. To the rear Is an area of similar style and construction In which there are two shops. There Is an auto frame shop and an auto paint shop. Included with each shop are a rest room and office. This area is an additional 8400 square feet. 3. In the front of the building are two small vacant offices. A second floor over these offices is rented by a print screen shop. The quality of this block building Is basic. The condition Is average and typical for the type of businesses performed in the building. There is an anchor fence enclosing the greater portion of the stoned lot. .. '....'-~'~~...""'..,..'..... .~, r F' z ~. K;;o J[ ~ } I: i \' Location and specific data of 8493 Carlisle Pike, Mechanlcsburg, PA ',' f.' Location: The subject property Is located on the south side of the Carlisle Pike. Carlisle Pike Is also Route 11 which Is the main artery between Camp Hili and Carlisle. The Carlisle Pike has become a commercial location which many typel of storel, offlcel, lervlce establishments, restaurants, motels and dealerahlpl have located over the past 40 yeara. West ofthe subject property at the comer of Rt 114 and thit Carlisle Pike lame of the leading retail stores have recently opaned. They are now attracting residents of Perry County as well as Cumberland County. ~, , " , Speclnc Data: The subject property has a front rootage along the Carlisle Pike of 160 reet. The depth /s an avarage or 644.6 reet. This Is Tract II 1 of tha previous 2 tracts described In the attached deed dated July 23,1993. The trect contains 1.612 acrel. The parcol number of the property as rscorded In the Cumbarland County Courthouso Is 38.19.1610.006. The last assessmont was made In 1982. The land Is assossed at $ 40,000.00 snd the Improvements at $ 85,000.00 making a total of " 125,000.00. <:'; The Improved bUilding was built and changed over a perlod of years, the earliest being 1978 (as rscorded on the tax record card). It now contains 10,898 square feet. The sketch, description page and photos are Included with thIs appraisal. The ownership record appears In Book 36-K, Page 1088 In tha Cumber. County Courthouse. INCOME AND EXPENSES: Present rents: Dans Auto Repair Smith Body Shop Beechor Frame Shop FX Graph/cs $11,418.00 10,230.00 24,300.00 2,400.00 Expenses: $ 48,348,00 Taxes $ 4,410.02 Insursnce 928.92 Water & Sewer 901.96 Maintenance snd reserve 1,000.00 Total: $ 7,240.90 .....,_.~^ -"<~ .."....,....,.",.'''''......_r''''"''N~ . . . . Market Studv- Comparable Sales The Market Data Approach yields an Indication of value by comparing recent SALES OF COMMERCIAL PROPERnES, AND MAKING ADJUSTMENTS FOR nME, LOCAnON, PHYSICAL AND OTHER DIFFER- ENCES. AMONG THE AREA SALES REVIEWED WERE THE FOLLOWING: 1. Grantor MartIn W. MIkel, etux Grantse Sutliff EnterprIses, Inc. Locstlon 11616 Car/Isle PIke Mechanlcsburg, PA /; Improvements Apple Auto Des/ershlp BuildIng ~ contaInIng 10,309 sq.ft. ';J Lot Slzs 2.48 acres of' Date Sold July 30, 1993 ConsIderatIon $1,112,600 Deed Book 311-1, Page 626 Overall Price per Sq.Ft of Bldg. $ 107.92 Z. Grantor Stewart AssocIates Grantee Ml1Iard G. Freyslnger, etal LocaUon 11115 Car/Isis Road Mechanlcsburg, PA Improvements 1 story pre-engineered steelsutomoblle sales & service agency containing 16,943 sq.ft. Lot Size 5.023 acres Date Sold August 26, 1991 Consideration $1,050,000 Ovel'DlI Price per Sq.Ft of Bldg.. $ 66.86 3. Grantor Appleway Associates Grantee Toam Rahal of Mechan/caburg, PA Location 6305 Carlisle Plks Mechan/csburg, PA Improvements 1 story brick & block building contaInIng 17,698 sq.ft. Lot size 3. 634 acres Date Sold July 26, 1991 Consldertatlon $ 1, 530,000 Overall Price per Sq. Ft of Bldg. $ 86.46 A study of the quality and the makeup of the buildings of all three comparobles found them to be superior to the subject. '-''''0.'''"_" , . Market Studv-ComDarable Vacant Land Sales The Market Data Approach Is expanded by making a study of vacant land sales. This gives an Indication of the value of the sIte of the subject as it were vacant. To this value we can add the depreciated value of the buildings. This will give the data needed to determine the value of the subject property by the Cost Approach. It will also supply the data needed to make a comparison of the subject property with Its building to the sold properties and their buildings. 1. Grantor Grantee Location George N. Wade Jr. Shadow Oaks, Assoc. N/S Carlisle Pike & Route 114 Sliver Spring Township, Cumberland County, PA. Tax parcel # 7-453-123 Vacant commercial land 15.36 Acres April 17, 1991 $ 500,000.00 $ 32,552.00 Improvements Lot Size Date Sold Consideration Price per Acre 2. Grantor Grantee Location Donald L. & Ruth Nailor Groco LImited Partnership Carlisle Pike near Taylor Blvd. Sliver Spring Township Cumberland County, PA. Tax parcel 38-19-1619-14 Vacant commerclalland. 6 Acres July 1993 $ 500,000.00 $83,333.00 Improvements Lot Size Date sold Consideration Price per Acre ., , ;.00-. , :, I . . Date Sold Consideration Price per Acre Charles J. Taylor Toam Rahal, Incorporated 6698 Carlisle Pike Sliver Spring Township Cumberland County, PA Vacant comer commercial tract was Improved. Tax parceI3S.7-461.21D 3.294 Acres -Individual sewer & detention pond required August5,1988 $ 329,400.00 $100,000.00 3. Grantor Grantee Location Improvements Lot Size The Indicated value per acre based on these vacant land sales Is $ 76,000.00 per acre. .~- i: t"i r i~ ~ i.'j' ;" '" 3. ~ r~ . , , " ~ " (11.1 r!l', ,t~"",._"-,-...._"",, ._."...."".1. .c'r"-"..-- . . The Three Approaches to MARKET VALUE: COMPARATIVE MARKET APPROACH: A study of the market data extracted from the sold propertl81 along and close to the Carlisle Pike II the basis of the market approach to vslue. The sold properties were varled so that Judgement wae necelsary to determine what data applied mOlt to the lubJect property. After a review of this data of the propertlae lilted, It II estimated that the market value Is: THREE HUNDRED AND lWENTY FIVE THOUSAND DOLLARS ($325,000.00) COST APPROACH: The subJect proparty has approximately 11,000 square feet of area. Baled on the quallly, the modest offices and the type of materials It II estimated that It would cost $20.00 per square foot to construct. Cost to construct: 11,000 x $20.00- $ 220,000. 00 Depreciation - $110,000.00 110010 Land cost $110,000.00 + $ 1115,000.00 Value: $ 365,000.00 VALUE BY COST APPROACH: THREE HUNDRED AND SIXTY FIVE THOUSAND DOLLARS ($ 365,000.00) PHOTOGRAPH ADDENDUM -'" P_j --~:\..:}~ ,..\ ~\ \'\ \, - I Front Vie',,' Side View . . PHOTOGRAPH ADDENDUM l Rear Viel\ Street Seer . l PHOTOGRAPH ADDENDUM Frame Shcp Body Shop ; / ,- .) PHOTOGRAPH ADDENDUM Auto Repair S: t,- . - - I ~ I Auto Repair Of: ! i r I I i PHOTOGRAPH ADDENDUM ...' -- .". Silk Screen 51:: 1'\..... " , ..:>- ,a: ... O~L.. Z :II ~ 0:11 ... 0: ::J ~ .. U ~ .. = "'.. ~ e '" o 5 ... o d Q Z 15 II: .. 0( :II U i! Q ;l II: U o : u l; w .. II: ~ ~ ~ ffi Do o II: Do ... .. 0( ~ c W II: ... ~ II: ... (/) ::l Q Z - Q Z < ! :II o ;: ;; a: U .. .. o o z ~ JI .. ~: .'" v- '''.,' '-~ \ ..;: ~~ ....... ~.. :z: .II :e :e ::l :J , , \:)l~l '\) I ~l ~ 0' q~ i ; kj"d~ ~ ll.; a'1l!l : 5 \l' ~I~I& ~ ..~,~.,. 0' 1~ . !; =.. ~ i'" tlo ~I ~1 :- ~i ~ I :. : 0: <> il, I ,- d :,;, , ;,l ~~ " :i";"t: ~~~:Q~<l:...o,c5( ~ . 0 <l ; ~.ss : ~:..: ':> 9.0, o1~~... :II \Q 0- " ,'",_ / n-~ . ~\ "'I:::;: a :r-\", "" I, " ::: .:s1~~ .. a .: ;/.. :: ~ a .: ;/ ,'!i a .: ;/:'!i az .: ~ ~ ~ i! 0 ~ ~ i! l> ~ ~ i! l> ~ :s i! ~ '\!! ... ....... ...., % . ~ ~ '- 0-... '- ~ . l l ~ :I = .. .., .. a ! .. .. ~ :I ~,\ I::lol. ~ ~ ! l ~ ID U D W co :;; ~ 1:)1.r. u \'oo~~ ..J ~Q, U 'o::.w ctu.c I ~~ o ~ ~ . ~ ."\ n J. ~ Z ~~ &; r<\m~~' ~~ ::> \Ip ~~ Z ~ ~:tlc ; r: ~J:i ,~t . " . Ii ::J o . ~ o .. :II :J ".. a ~ .. 0.. ' a C a .. . $ o o o Cl' .. .0 ~ t a U .. .. .. ;: .. 15lot./ :II ... a. . > I- " ~ , , , , , , , " I , I I I : I I I , I , , I , I , I I I I I I I I : : : : I I : I i I ~~~5~~~o-'S~~ :s I! \!! :s - .. ~ .J ~\ ... ~ ~ - ... ~..! >l ~ .~ ~ .. ;.. ~) "Oi c! U i. ~ ~ ~ "'''' t- 0:;- '2~ ~ el J *I~~ \" :!" ~...Il ~ I ~Jld~~ ~l~ a i,l~ L1 ~ B "to. f""& (:;:q "i; !~ill ~ 8 ~ ~I'; ~'2 ;;. .',1," "19 '11:: ~I~ ~ i! .. ::J .. o ~ o j a: o .. :II o ; j a I I , i I I I , I I I I I I , i , , i I I I ! I I I II II , I I ' I I i I , I I , I I i I "I .. ., I I I , I , I I , , , , , = -,,.. , I-I\,. ~ =' I~I', .. ~ "; I'; \~ ~ ~ I~I~ ::: :~L ~ I~ Ili ~ o ~ ~~~ :~ ::" ~ '~~D ~ ~L5 ~ .... ~ ~ ~j I ;~b ~ ~~ 15 i5 ,""): z ::z; ... !II ~ \.. 0 ill ...!" iO ; C!~ S r'" .. ~ \.,: ....I~" !D U >4. z g ...1", 11' 0 a: " , Ii! ,.' a 1 .. I a: , ~ r il .. ~ ! iti ;/ If .. ~ I! ~ ~ ~ " ;:. t '\ '" ..., ~ I ~ " f",...,.... l ~~ ~... ,t r'\<i. r ~ f N ' , I'l . .. ..... ~\).} .:t,.. ~ ~ ~ ~ \ ~ N \ ~ ,'t . ( .~'I ."; ~ ~ '" ~ ~ ~ ; ~ ; ,.. ,. '..... "'t) ~... I, ' ~. ..:) ,'...... ~ \I., t:\ l P I'" ~.'i., ( ~ ..1 q; :. q ~ Ir: ~.. 'J . l ,).::. "'.... \'S'~'.~ '~ .. t L ( U f ,,<; '.' " S'" , ; 0: ~\ :5 ~ a: 1 ., 1"- ~ ..... . .. . c ~ ~~. , ( ~~. .. 10 ;I"i · f:t . c: , .c ~ ~' .. \. .... 1<-0 Q ~ 0' '. " \:! >..1 " ~ 1<' I~ II I I I I I ! I I I I II I , I , , I , , II I ! I . I , , , : I ! I II I I I , I .. I ::J : .J 0 ! h! I .. ~ I" .; . ...I"!i~_ .. . a: :I . 0 l< li '-.... ~ ~t 0......... z~<< ........ r g ~ :: . .. :. z ~i ~ .... ~ .. . .. : ~ [ l . .. .. , L f . . . ( t to .. - . a: " g 'L ~ !II z ~ , ~ .. ~ .. " I! ~ U Z ~ Z .. ~ = u a: "' .. 0 ... o a: .. " U z ii 0: ... .. u .. u ~ ;';I~ LU ... .. z o ~ ~'.. z c ... -' " \. % Ul ::J a: "' " N ~ Ili u ~ ~ ~ :; !i Ell % == ~ g ~ ~ ~ N ! a I ;: " z s: Ul o c a: " .. :! ~ I- Iil 5 > "' !II ~ ~ 9 . . . '. >- :c D.' ?c ~ " r " ..'" Q ~ .......U-O-UCO..lInU.IAMUOftT. 'A ~(Q)~~ CounlY Plred No. m4is ~eeh, I " I, .1 II " " '\ II I I I MADE 1he 23rd day of Julv in 1he ycar nineteen hundrcd and ninety-three (1993). BETWEEN GOY J. DEPASQUALE and JEAN DEPASQUALE, his wife, of Camp Hill, Cumberland County, Pennsylvania, Parties of the First Part, Grantor13 I 'I I, I I. q II I . I , 'j I I ,I ,I il Ii .' " il " " . , .. I! - AND - GOY J. DEPASQUALE, of Camp Hill, Cumberland County, Pennsyl- vania, Party of the Second Part, Grantee , I' ,I ii WITNESSETH, That in considcration of I: l' II I' Ii I: I: .i , ONE ($1.00) -------------------------- ______________________________________________________------- Dollan. do hereby grant in hand paid, the r~ceipt whcreof is hercby acknowledgcd, 1he said grantors and COByey 10 the said grantee , 'rRACT NO. I: ALL that certain piece, parcel or tract of land lying and situate in Silver Spring Township, Cumberland Coun:ty, Pennsylvania, as described in accordance with a subdivision plan prepared by Robert G. Hartman, Jr., professional engineer, dated July 31, 1960, bearing drawing number 14-80 and recorded in Cumberland County Plan Book II 41, Page 82, and designated as Lot No. 1 on said subdivisio~ plan !: which premises are bounded and described as follows, to wit: "I BEGINNING at a point along u.S. Route 11 a/k/a Carlisle Pike at '! ,~i line of lands now or formerly of Medico Realty Company, thence along, U.S. Route 11 South eighty-eight degrees thirty minutes zero seconds I I East one hundred sixty feet (s. 880 30' 00" E. 160') to a point Ii ,I ~~u;i~:g~;e;a~e:n~~~s~~ ;!~~t~: ~~~~a;e~~~d~ ~~:~c~o~;o~~n~~~ ~~~;~een I :1 and twelve-hundredths feet (5. 40 26' 00" W. 419.12') to a point I! .. at line of Lot 2 on the aforesaid subdivision plan, thence along 'I !i same North eighty-eight degrees thirty minutes zero seconds West !I :0 one hundred sixty feet (N. 880 30' 00" W. 160.00') to a point at !i :0 line of lands now or formerly of Medico Realty Company, thence along 'I , same North four degrees twenty-six minutes zero seconds East four ;,',! hundred nineteen and twelve-hundredths feet (N. 40 26' 00" E. 419.12') to the point and plac~ of BEGINNING. CONTAINING 1.512 acres of land. . , " , uv,l!oUhlJ.ll1 ~~ COMMONWU\TH 0' peNNSYLVANIA INHUITANct TAX .nulN .'IIDIN'DleIDIH' SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PI,a.. Print ar l' , FilE NUMBER 21-94-1073 r' ! ESTATE OF GUY J. DEPASQUALE (All proporty 101"tl.,....n.1II with the Rleht of Survlvenhlp mutt b. dl,cI...d on Schedul. '1 N~~~ER DESCRIPTION VALUE AT DATE OF DEATH 1. Legg Mason Wood Walker, Inc. Rollover IRA Acct. No. 297-7890 (See statement attached) 2. 1993 Ford Truck $121,951.85 7,000.00 3. 1979 Chevrolet Truck 500.00 4. Miscellaneous Personal Effects NO VALUE S 129,451.85 (Attach additlonaI8Y," )C 11" ,hUll if more .pOCO't n..ded.) '~, --. - .< ' . - iJ ~ Ii! - :S"O '" .. III - S - o~ ., .. '" - anN": , II) II - Q III III :. i ~ f - s 000 ., '" M - ...." - '" - 5l - .. . . - JU - - III ... - .:, W I - .J - - .. ~ - - II 0 .. 5 00 - 01 '" a:.. - .c ., .. III - d .. .. z~ a: - Jj , 0 M ~ll. w - oS ....... ., '" '" .. .. ! _1.&I..e..... - " ~~'! III '" '" 01 .. oome,," ." . '" III 0 o M:a - 0 "alM '" '" ., ...." 1e.J :l! ~ allll" III - III a: .J . III ... '" B>ww- ~ VI " IS a>a::z; - " ~ 0", - = s u l! - ! .J ll. VI .. M rJ O..Jos - 1: ." - .- {!. mDlne ~ C 'il - - < ..l ..J~a:,..U - " ~ '" ~ - en .. 01_ u c C - - :II! " :l - Ii - t.~ '._1' I! II "1-0 - - H~\;: " - := u u e - - '-'&'~; <:a. f....., ~S.~.:. I'" II a oa :-:;:' ." ."~.,, ";:: bG I: U ~:::~ =iCIoII: I: F. n r! I-< .; f..; II ~ 101 II h :, "'';'3:.8 :=.e:!!~:!!.:!! is; ;.. ;".0;'- ,lChi.!l~ bI.I~'-rn'- 0'- is.; ez ,/ .. Q;:>QaQ III "" ~ l/f;},; ~:'g~~ f":~P .. f:~'.;;: ~<$: g ;i(!. ~ '-)J: h~~~) ).li-'; ~~~ ~t?ff ~"-:1:.;, 'i;,(::(.; ::'E i ~t#~: """~' i'.~"; l'--'.,.,' t;~i;~ ..,.~... l~~; t~ s~:: ~ ~~, i (;: l! , 8 , o '" III ., 01 III '" ~ .. .. - ., al .... - - o '" 01 - w " z ~ x v x w B ~ .. .. ., .... v .. 'M va: "'z... MV U w .JO.J .Jvw ~ V -,)(1.1I .... =~= ~ I _ t-ZU ' Q.'" In D C 01 ..em ....o.w, U :lIl:... t- Oct eZu! Dt-OClfO-' uc>o ..Jl e o.UO' )(O:aa:WII11 w","WD)(ZI t- a. Z u W :)' II o ... III I j :: f J ] 1 g ~ ! j :: ] s I JI 11 I ~ n::,::: t...._,., rr-:;; ""'-80 en en,.. C"t . , lI1lDCULnU1 "'-lD to N too -r-ltl NN C"t'lf at U1 al'" .... "'.. . . ~.. .... Ill" ~.. .... ~- ]]ai i .. : s = 8.e,.s Ii :: .OoV :I""'; .- 8::: '" . nll.fl ~'fii/ s i:Jl :io!l :I.:J ~ =.:2"0:1 uU -s=:il S S::E :I 'Ect=gd. = -:... .:l! ~~ !~j i~ai~ .c:a 2 t D ~ M -! A.... ~HH !i:EG ?;o f-:P:' ~ . .. 0' <:. -,~ " f-t~ l'.'.", ;:_':\'. 8 8 '" - "'., .e"'0l :lmui t) "'- - ...,. CD CD 0-4 = ~ ... ... c: g j s ~ e ~ 0;: III '" J :> ~ s ~ 3 ~ f~~~r~ = '-'..;': ... :[i~' ~ ~ ; .:'-!"a::5 7-8 ,l~~ Sie :'-~~,..... too :.J:':ILIn ... :>.,-~ g ~ e an ::',.c=-InC WA.UI ,1~:al!! .5l ::;,:I:~ ~: g R ;_:.~.:w;! ~ C"t ",,'Z 0.....- J,i~W ~ ex,.. .'ss..,g~8~;: :.~W..J...-x- ii t1.l :'~ ~. l:Q:: ..... ... . . :;., o. ',: " :Jl,Q ','; ~ ... ;, . _:~:- " B 0 .~ :l .. ::0 ::0 u 10 0 .ij:. - .. .. . ~ ::0 ::0 ,11 0 0 ... .. .. <. !l ! '" · ci: - .... .... "CI Q - - '~" - - :",;' .~. . i",. ~:t:;:: .! i w . i/.'." !::1'-: II l:.-:,:.: l .. a . 11 ] 8 j . . .. ." .. .. ... .. . ... . ~." fl- " ~:l! .. c ..... MU." . ~ " "'"g" .. .z:.c.p:J""'''tt ::l!:il ii g U~ ~ Cl)CQ ,II ,." .-. . ,as. . '>'-- ;1: .c:: U U 'j E E .,s S " '!l!l 1lll.lll.l '''e'. - 8:~ 3 .< "'CD. ',::I ~ ~ '.."j 'l ;:Cl' ..1:1 :g: <: flll i~ -- .- ",- ..'" ~.. _c ~.- 8,] ot) 1I!li~immlmm~lllinl~~~1 II"'U09 I.. IIHII . COMMONWIAltH 0' PENNSYLVANIA INHeRITANCE TAX IlUUIlN RESIDENT DECEDINT ESTATE OF ~ ."._'c "...~... SCHEDULE F JOINTLY.OWNED PROPERTY Jolntt.nont!.I. GUY J. DEPASQUALE FILE NUMBER 21-94-1073 NAME A. Joseph E. DePasquale B. C. Jolntly.owntd prop.r1y. ADDRESS P.O. Box 574 Swiftwater, PA 18370 RELATIONSHIP TO DECEDENT Son ITEM LmER DATE FOR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBEI JOINT MADE DESCRIPTION OF PROPERTY TENANT JOINT OF ASSET '!flINT. DECEDENT'S INTEREST 1. A Legg Mason Wood Walker, 20,763.20 50% $ 10,381.60 Inc. , Acct. No. 592-5326 (See statement attached) TOTAL (AI.o en'or on IIn. 6, Rocopllulo"on) S 10,381. 60 (II more spoce is needed ins.rl additional sh..ts o( some size) , r:-- I ',~ _ ~k' ~ 1- i ~ ~ :! t 01) Ii t -'!l li~ !U U sj II . M o Vl .. - ... UlVl ... UI M - Vl .. , Vl M g 0 ~ Vl ... 0 ... -' .. 00 :)Wo:r- 0-' - "'.... .."... a.O...C WVlCQ. 0">> Q,...-' wWZ-' O"'~ :t .." Q,""ID ... Q, Ln>-OZ o :un cC ")CJt-U .:J .. = c!:i U " - :d ic~ llo<~o-l \~ ~ ,,'" C ':;-' ~-.. - 'b ~ -<::. ..., ~ -<:I .e. '-' () - "'<:\ \J ...... .r) ll: ..t '<l' = = .... Q Cl:l .. s.. ~ ~ Q) ~ ~ .c s . E !J;:; !3 .. Q) 00 " >"'s o = u Z o-lO ~~I~~IIII!lmm~II~II!~~~I~111 - - - . - - - - - G> .~. J UI .. - .. , U M Z 10M ~ "., " .. -- ~~ .!oS -' 0'" DC ....- ~>> .. '" - ..0... ...OWcCUl tnOUlQ.Ul ce:.a: 0 Z ...-\1) -cZVlC) I o IXM ")VJw:JrJ CZtoN wZ"&n Z Q.....- wCl a:r-- ""8IX- :Jw .,.. w.J....X- 1l G> i 'G> ! II " '" II) 'e Cl u ,s. 5 . c:> S . . ~ .cl oS ~ ~~ g ... :2 c .. III ~ ~ 'C " u .. III .. C " " U U < .. ~ till.." e- " .....a :;3 .::.: .- 0 e Cll-' l%lfoo -M108 ........ cio~ci NlDMUl "'OlDUl -Ul.O) II) ::l 'iii ;> .... .~. g ~ .. .., " " ... ~ " .. -:=-g~ """ :2..." '" ",,,, !::: ." - " " o _r:t 0 .. :2"''''-:1 :a~:::! .s ..J~..Jrn MM -- "'.. 01" .,.. AI " 'id>__ " " lEE !J!J . :J:J moo e.!l- 8: t: .3 -< ~ 0'" .. .... .. , , ..- ... ...M 0 ... 01 ... ~ ~~ .. o .. ... - !J .! -0: il ~ E ._ _ 3 .sa t1 .5 .;~ .s ..~ lG U II C t.l ct....."es.. OIol."C"'~ ." !lic-c:_uc .., = &1- us;. II :e .c:; oS ~ 'ac3:; J~iS!iSU!!liS .. '" c " '" o III ~U1 M- ID- ..... 0- ...... - ~ ]..= ~ -~.::I .s "8. g a - ..- t t o"'~ :3 ~~.~ ::1&:__ c::e.J~ c:: . c:" i~H ::I . :! .. :: ~ M ':J ~U! E ..:I:s 'E ~ :l ~ ... ;-:~e:a ~~~35 g,~~.f = 0 c:.!l . .!:]~ .c ... c: .. 0 ;..."5.! !... . .. _ ~ r:: E 5 &,_! ~i;g~ ~ ,I :J:l ~ u !! -< E-o El ~ 8 Cl ,s ~ " " o S < , , NNOO D!P!lI!~ ..,.,....... .. -- . j '~ llo 8 UI ... ., ... '" " .. ... .. ... ... i:...!Z ...z~ Ill'" 0 ........... en- >t- 1110'" ::J:wClW "'> > .cZIIIZ U...::JM '" ... zo:ZEl " 0 0 :!l "'~~~ '" ;........ 'C 0 C ~ g;8;: Q ~C~Q o ., ... ... 01 .. ., - ~ '::J " m " 0' !Z !Z ... ... .. .. ~:n~:n WWUIW 0>0> ....ZtotZ >....>.... ...."'....&1,1 O"a~ Vl "' - ..... .... - - - - i 'll sJ 5~ i) ~ f ~.!J l! liH " . !B H a.ll ~i &j i5 -5" 1- :{ ~..: :'" -ft 31 ill E ~ .!:~ r -.!l :If .g~ ~~ =.. to- _ a E I ~ B ~I 8.: ~.ll .a 11 L "': h Ot! .lJ.. I 00. ,Q == ~. o Pot " " .. > - " ... ~ .. :2 " ,~ ~ 0. .. '" " " '" .. " .. 0 ..lIl '::J ~ '" III '5 :e .. >> " .. Cl C " :e c c .. III :e = ~ . f ., .c 00 ,IIY.U4IflU!',11 ESTAlE OF ITEM NUMBER A. 1. 2. 3. 4. 5. Ploa.. Print or Typo ILE NUMBER 21-94-1073 "r,.~':)l\ .=':f"#~ COMMONWfAUH or ,rNHnWAHIA INH(RITANCE TAM RUURN 1t(SIOtH' DrClDrHT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES GUY J. DEPASQUALE DESCRIPTION I Funoral Expon,o'l Adonizio Funeral Home Denison Cemetery - crypt Good Shepherd Church - memorial service pittston Florist Gramency Restaurant - food for mourners B. Admfnl.tratlvo Ca.t'l 4. C. 1. 2, 3, 4. 5, 6, 7, 8. 1. Personal Representative Commissions Social Security Number 01 Personal Representallve: Year Commissions paid 2. I i I , I i Allarney Fees I I Family exempllan Claimant Jean DePasquale Relationship Soouse 3. Address 01 Claimant at decedent's death slreet Address 790 Brentwater Road City Camp Hill State PA Zip Code 17011 Probate Fees cumberland County Register of Wills Mlscellanoau. Expense.. John H. Kreiger Real Estate - appraisal 6493 Carlisle Pike, Mechanicsburg, PA property Placey & Wright - reimb. of costs advanced cumberland Law Journal - est. adv. - $40.00 The Patriot-News Co. - est. adv. - 62.71 Reproduction 25.00 Reserve for future costs, taxes and expenses TOTAL (Also enter an line 9. Recapitulation) (II mar. space Is needed, Insert additional shoe" of sam. slzo.) AMOUNT $ 3r790.70 5,700.00 225.00 249.10 945.15 N/A N/A 2,000.00 66.00 650.00 127.71 2,500.00 S 16,253.66 'IIYIJUU.I"") '*' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ESTATE OF PI. a.. P,lnt or TV . FILE NUMBER 21-94-1073 4. AT&T Credit Card - debt of decedent 5. Dauphin Deposit Bank and Trust Company - Mastercard debt 6. UGI corporation - debt of decedent 7. Capital Tree and Nursery - debt of decedent ij. Cloister Spring Water - debt of decedent 9. Culligan - debt of decedent 10. PP&L - debt of decedent 11. Wanamaker's - debt of decedent 12. PA American Water Company - debt of decedent 13. BonTon - debt of decedent 14. Sears - debt of decedent 15. Silver Spring Authority - debt of decedent 16. Bell Atlantic-PA - debt of decedent TOTAL (AliD onlo, on IIno 10, Rocapltulatlan) 'If more spoce is need.d, ins.,' additiona/sh..'s 01 same sin.) AMOUNT $ 7,667.00 1,000.00 11,000.00 277.06 1,022.56 160.00 45.00 10.90 30.37 189.39 70.01 67.48 35.51 42.28 138.43 105.81 CC)MMOHWIAlfH o. 'IHH....tv.NI... INHUllAHCllAI "lUI,.. InIDIHlOleIOIN' GUY J. DEPASQUALE ITEM NUMBER DESCRIPTION 1, Amount paid in settlement of Julian v. DePasquale, et aI, No. 2756 S 1991, Court of Common Pleas of Dauphin county, Pennsylvania 2. PA Department of Revenue - 1994 PA40 taxes 3. Internal Revenue Service - 1994 1040 taxes $ 21,1161.80 'IV.IS!1 U~ IUTI . COMMONwr,t,".. o. ,fNNlnv,t,NI,t, I"HIIITANeITAX InUIN InlDINT orcrOINT SCHEDULE J BENEFICIARIES GUY J. DEPASQUALE FILE NUMBER 21-94-1073 ESTATE OF ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. To.able Bequellll I. GUy J. DePasquale Trust Under will c/o Jean M. DePasquale 2813 Yale Avenue Camp Hill, PA 17011 N/A $325,000.00 2. Jean DePasquale 790 Brentwater Road Camp Hill, PA 17011 Spouse Residue ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequestsl 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AlIa enter on line 13, Recapitulation) IIf mar. .pac. I. n..ded, Insert addltlonal.h.... 0' lame Ilu) s -0- LAST WILL AND TESTAMENT OF GUY J. DEPASQUALE I, GUY J. DEPASQUALE, now of Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and hereby revoke all prior wills and Codicils made by me. ITEM I. I direct that all of my just debts and funeral expenses, including the cost of my gravemarker, if any, shall be paid for from my residuary estate as soon as practical after my decease as a part of the administrative expenses of my estate. ITEM II. I give all of my articles of personal and household use, including automobiles and all insurance on that property, to my wife, JEAN DEPASQUALE, provide she survives me by thirty (30) days. Should my wife, JEAN DEPASQUALE, predecease me or die on or before the thirtieth (30th) day following my, death, I give and devise the same in equal shares unto my then living children, particular items to be allocated among them as they agreel or, if they cannot agree, as my personal representative determines. ITEM III. I give my real estate situate in Silver Spring Township, Cumberland County, Pennsylvania, being tracts 1 and 2 on subdivision plan made by Robert G. Hartman, P.E., dated July 31, 1900 and recorded in Cumberland County Plan Book 41, Page 02, unto my daughter, JEAN M. DEPASQUALE, Camp Hill, Pennsylvania, as Trustee, to administer and distribute as follows: A. Trustee shall pay the net income thereof to or for the benefit of my wife, JEAN DEPASQUALE. B. Trustee shall pay to or for the benefit of my wife, JEAN DEPASQUALE, from time to time, such portion of the principal of this trust as Trustee, in her sole discretion, deems necessary for the maintenance and support of my wife. C. Notwithstanding the above provisions of paragraph B hereof, during any calendar year of this trust, my wife shall have the unqualified right, at her sole / . . " . delivered by her to Trustee, that she be paid from the principal of this trust an amount not in excess of the greater of Five Thousand ($5,000.00) Dollars or five (5%) percent of the aggregate market value of the assets of this trust as of January 1 of the calendar year during which time the demand is made. The right permitted to my wife under this provision must be exercised by her as therein provided on or by December 31 of the calendar year applicable and any amount to which such right is not so exercised for any given calendar year shall lapse and shall not accumulate or carryover to any future calendar year. D. Upon the death of my wife, Trustee shall pay the income in equal shares to my children, JEAN M. DEPASQUALE, JACK DEPASQUALE and JOSEPH DEPASQUALE, or their issue, per stirpes, until such time as a living grandchild of mine has entered college or commenced post-high school technical or vocational education. At that time, Trustee shall pay so much of the income and principal as necessary to pay for such education, not to exceed four years for each grand- child. Should the cost of such education be less than the amount of the income, Trustee shall distribute the remaining income in equal shares to my children as set forth above. When all of my living grandchildren have attained age twenty-three (23), Trustee shall distribute any undistributed income and all of the remaining principal absolutely, in equal shares, to my children, JEAN M. DEPASQUALE, JACK DEPASQUALE and JOSEPH DEPASQUALE, or their issue, per stirpes. Should any such child have predeceased me or died without issue surviving, the share of Buch child shall be distributed to my other children, or their issue, per stirpes, as the case may be. ITEM IV. I give and devise all of the rest, residue and remainder of my estate of every nature and wherever situate unto my wife, JEAN DEPASQUALE, provided she survives me by thirty (30) days. Should my wife, JEAN DEPASQUALE, predecease me or die on or before the thirtieth (30th) day following my death, I give and devise the same, in equal shares, to my children, JEAN M. DEPASQUALE, JACK DEPASQUALE and JOSEPH DEPASQU LE, or their issue, per stirpes. "i. " Should any such child of mine predecease me or die without issue surviving, the share of such child shall be distributed to my other children, or their issue, per stirpes, as the case may be. ITEM V. If any income or prinoipal shall be payable to any person who shall be minor or who shall be incapacitated for any reason, my personal representative as trustee shall hold such income and principal during minority or incapacity and shall be entitled to apply such income and principal to the health, ~.' , t: >, k ". ~ , , :.~ t , ?; i' '1 " maintenance, support and education of such person during minority .i " or incapacity, without the appointment of any guardian or committee or any authority of court, and shall be entitled to make direct application hereunder or to make application by payment thereof to the parent or other person in charge of such minor or incapacitated person, or to his or her guardian or to a custodian under the Uniform Gifts to Minors Act. Any remaining income and prinoipal to which such person shall be entitled shall be paid and distributed to such person upon the termination of minority or incapacity. ITEM VI. I appoint my wife, JEAN DEPASQUALE, Executrix of this my Last Will and Testament. Should she fail to qualify or cease to act in such capacity, I then appoint my daughter, JEAN M. DEPASQUALE, Contingent Executrix of this my Last Will and Testament. No bond shall be required by my personal representa- tive in any jurisdiction. ITEM VII. In addition to the powers given by law to my personal representative(s) and trustee(s) [hereinafter fiduciaries] in the administration of my estate and of the trust(s) created herein, they shall have the following discretionary powers applicable to all real and personal property held by them, including property held for minors, effective without court order until actual distribution. ., A. To retain any property owned by me at my death and to invest any funds held by them in any stocks, bonds, notes or other securities or property, real or personal, including common trust funds, mutual funds and money market deposit accounts operated or offered by my corporate trustee, if any, or any affiliate of it. ~1~ okle~k" ~G y J./Depasquale . . .. . B. To sell or otherwise dispose of any property, real or personal, at any time forming a part of my estate or the Trust eatate, for cash or upon oredit, in such manner and on such terms as they see fit, and no one dealing with the fiduoiaries shall be bound to see to the application of any monies paid. c. To manage, operate, repair, improve, mortgage or lease for any term any real estate at any time held or owned by them as fiduciaries. D. To hold investments in the name of a nominee and exercise and dispose of warrants. E. To engage in litigation and compromise, arbitrate or abandon claims and property. F. To conduct any business in which I am engaged or in which I have an interest at the time of my death, for such period as the fiduciaries deem advisable, with the power to borrow money and to pledge the assets of the business and do all other acts, which I, in my lifetime, could have done, or to delegate such powers to a partner, manager or employee, without liability for any loss occurring therein. G. To allocate items of receipt or disbursement between principal and income as the fiduciaries deem equitable regardless of the character given such items by lawl to distribute in cash or kind or partly in each at valuations fixed by the fiduciaries. H. To borrow money, including the right to borrow from any corporate trustee, if any, and to mortgage or pledge as security or to hold its own stock if a corporate trustee. I. To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto. J. Should the principal of any trust herein provided for be or become too small in trustee's opinion so as to make establishment or continuance of the trust inadvisable, my trustee(s) may make immediate distribution of the then remaining principal and any accumulated or undistributed income outright to the person t - 4 - or persons and in the proportion they are then entitled to income. Upon such termination, the rights of all beneficiary(ies) who might otherwise have an interest as succeeding income beneficiary(ies) or in remainder shall cease. K. In general, to exercise all powers in the management of the assets of my estate or the Trust estate which any indivjdual could exercise in the management of similar property owned in his own right, upon such terms and conditions as the fiduciaries may deem best, and to execute and deliver all instruments and to do all acts which the fiduciaries may deem necessary or proper to carry out the purposes of this Will or the Trust(s) created herein. L. To apply income or principal to which any benefioiary is entitled, directly for his or her comfort, maintenance and support, should the fiduciaries deem such beneficiary incapable of receiving the same by reason of age, illness, infirmity or inoapacity, or to pay the same to such perDon or persons as the fiduciaries select to disburse it, whose receipt shall be a complete acquittance therefore without the intervention of any guardian. M. To assume continuance of the status of any beneficiary with reference to death, marriage, divorce, illness, incapacity or other change in the absence of information deemed reliable without liability for disbursements made on such assumptions. N. All principal and income shall, until actual distribution to any beneficiary, be free of the debts, contracts, alienations and anticipations of any beneficiary, and the same may not be liable for any levy, attachment, execution or sequestration while in the hands of any fiduciaries. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 23rd day of July , 1993. .Ua<!r:~k- The preceding instrument, consisting of this and four other typewritten pages, identified by the signature of the testator, was on the day and date thereof signed, published and declared by Guy J. DePasquale, the testator therein named, as and for his last Will, in the P7e~ce 0 us, who, at his request, in his presence and in the pre eh(e of., .... ch other, su~scribed o~r names as witnesses hereto. ... . (__' ("_':. _/]2-.'/'-.),)",j 11 MAI('dh",?/Lf 710/ UX-CLaJ L. qJJJ:l tU'f) 232. h,Aum(~;JLi JJbJ ' PII - 'i - . -,. . ACKNOWLEDGMENT t', t t~; ~i. 41 tit I'. :j. '1/ ~:. ~~ {', ~l ,(r ,,' ~ f ~ ~ ';: .",0 \y " :} i COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN I I SSI I I, GUY J. DEPASQUALE , testator whose name is signea-to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my last Will, that I signed it willingly, and that I signed it as my free and voluntary act for tha purpoaa. th.rai. .xpr....~ ~ Guy J: ~asd~~~~.JL- Sworn or affirmed to and acknowledged before me, by Guv J. DePaSQuale , testator, this 23rd day of July , 1921-. i l ~ajJpu~d1 ., , My Commission Expires I \ ,_., I \',. L . ',"" '-\ , I " \ AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA . . 551 COUNTY OF DAUPHIN I ,chord L {J10,()..t. , the w tnes es whose names are gned to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testator sign and execute the instrument as his last Will, that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed, that each of us in the hearing and sight of the testator signed the Will as witnesses I and that to the best of our knowledge. the testator was at that time 18 or more years of age,' f sound riiJjnd and under no constraint or undue influence. ~. ~ . / .' (. _ _-.e.c LVx.ri.a.. L We, (ld L fldCL I.... [fOJJ:?J Sworn to and subscribed before me this 23rd day of July , 19~. ~adpu~t "v Commission Expiresl , 'I , __ ..-. - _.,. .... '_'0. , -.-,'.. '0'" AA 048169 . COMMONWEALTH OF. PENNSYLVANIA' NO. , ' "DI'ARTMINT OF RIVINUI , :',..""" I"'~'" O.FlCIAL RECIIPT . PENNSYLVANIA INHERITANCE AND ESTATE TAX . RECEIVED FROM, f3 ACN ASSESSMENT I!' CONTROL ~ NUMBER AMOUNT PLACEY RIC~ARD L ESQ e3e NORTH SECOND ST lul ItY,t:I'ty.c.::ll j", : . HARRISBURG, PA 17108 'Of;D Hur - 'OU) Hflr ESTATE INfORMATION, ~ filE N MBER g el-1994-1073 ~ NAME Of DECEDENT IlAST) ~ DEPASQUALE GUY J II DATE Of PAYMENT m POSTMARK E COUNTY SSN 1574-09-7e9h lflRSTI Mil CUMBERLAND DATE Of DEATH REGISTER OF WILLS m TOTAL AMOUNT PAID $9.849. h:3 CW 'i.,,) ,~. RECEIVED BY' ///I..I~, 'Co .; CN.U-<V, (.u~./ .' I A Rl r'-/ f.. ,~, C I) ~,...,! MARY C. LEWIS ( I REGISTER OF WILLS .\,./ f' REMARKS JEAN M DEPASQUALE SEAL CHECK" 1039 r.-:--..->.-~.-,--:--~ ~ --:-- -~~_- -.-:-~ -.~----- -- - --- -- --- - -- --7-;;.-----~.- . . -: ", f. ./ Y' \' -, .... I, t I .( \. ",.. ---.. --_-0....- _..... .r- ...., --.~ -r~ .... to.- . . ' , ,. ... 0... __. .... . - . _._. _.___A . CERTIPICATION OP NOTICE UNDER RULE Recordod.QtIlco 01 Reg1Slel ul Wills 5.6(a) , Name cf Decedent: GUY J. DePasquale November 28, 1994 '94 DIe 29 N0:42 will No. Admin. No. CI",r1,.~ ..,.::..~ Court r.umbOllo.m.l ,-,0., PA 2194-1(173 Date of Death: To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the beneficiary(ies) set forth on the attached list on December 28. 1994 . Notice has now been given to all persons entitled thereto under Rule 5.6(a) except No exce tions L. Placey, Esquire Date December 28, 1994 Name Address 232 North 2nd Street p.u. HOX ~~ Harrisburg, PA 17108 Telephone (717) 236-9577 Capacity: Personal Representative x Counsel for personal representative 1: --"""'0 ~~:,~i'~~i~~\~~;hi6~~~~4!~~~~~~~~~~~t!t}~fi ESTATE OF GUY ~DBPASQUALB ~ 2914-1073 NOTICE GIVEN TO: Jean DePasquale 790 Brentwater Road Ca~p Hill, PA 17011 Jean M. DePasquale 2813 Yale Avenue Camp Hill, PA 17011 Joseph DePasquale P.O. Box 574 Swiftwater, PA 18370-0574 Jack DePasquale ,6930 Cedar Ridge Drive ,Pinellas Park, FL 34665 .j \~ --,-~', ,,"'w O"'CEa I'LACEY ,., WRIOIlT RICHARO ,-, .."",cn WILL.IAM M. WAIGHT u' HaRTH IC:COHD aTAU:T P.O.DOK gg ..::_ .....1"1111110. 11IBNNNYLV,\NJA llJOR TCUPHOHI: 1717' lJa.g177 February 22, 1995 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of Guy J. DePasquale County File No. 1994-01073 PA File No. 2194-1073 Dear Madam/Sir: On behalf of the captioned estate, I enclose herewith its check in the amount of $5,200.00 payable to your order as agent, representing payment on account of Pennsylvania inheritance tax. Please send your receipt for this payment to the undersigned. Thank you. Very truly RLP:hsk " // .' ,./" ..--- Enolosure cc: Jean DePasquale :,_~:;.:: .. u....,. _I<i~,,~JI .- . . LAW orne[s I"I..\.()IO" ,., \VUUIIIT II'" nOOH, Ttlt rULTON OUILPING 100 NOHftl1HlnO SlltttT "OSl 0' nce no.. liD RICtlARD L. PLACty WILLIAM ". WAIOtn 1I,\IIIUHIIUUfI, I'IONNHYI."ANIA nIOH- OO!)') "L[PHONE f1.'I ~Je'8e71 'ACIIMILt 11111 230.0154J August 24, 1995 Register of wills CUMBERLAND COUNTY COURTHOUSE One Courthouse Square Carlisle, PA 17013 RE: Estate of Guy J. DePasquale File No. 21-94-1073 Dear Madam/Sir: We enclose herewith for filing, in duplioate, Pennsylvania Inheritance Tax Return together with our check in the amount of $15.00 to cover the filing costs. Also enclosed herewith for filing is copy of United States Estate (and Generation-Skipping Transfer) Tax Return, Form 706, filed this date with the Internal Revenue Service. Also enclosed is estate check number 1039 in the amount of $9,849.63 in payment of the balance of Pennsylvania inheritance tax due. Please return your receipt for the filing of the same to the undersigned in the enclosed, stamped, addressed envelope. Thank you. Very truly yours, PJ1C. EY & WRIGHT 2. Q KJchard L p~;" Richard L. Placey ~ (51 :lJ :0'" 01, r, :~. n r:. Gl RLP:hsk N U1 Enclosures i, ~~ ,-' t..~ I:i -.. Of), :r-.;.:. l-,: 0\ ..t f.. i:;;' i . . .'~,,- \ \, ., " I ;"'~'","~n ~ .cr, ': ~ ,~.' , r\' , ~ , \ ,,;:,! I ! 1 \ \ ~ 1 j I, ,. ;, /0 r... \ I'i. ' I '. \.' i t \ '.\ '\ I ! ,;.' \:!/ll' '1+1 ./'1' J..' :,' '.' I,;j' I (': ,/ (q: \;V\Nhl ii-/} ~~ ; I, ~ ;.'\1 :i t:\ (fb, ~.. ..1 U!""" .... !'. ti'J '."- ~ ~ "- I ~ \1' I ~ E4 III l.i C ~ ~ ~ ; u :=: 0 - u t ell ~ o . ~ ; ~ ~ ~ 101 z j a ~ \ ~;~_..... '-"..-- - -- ','-.,; ,. ,. ,. r.:l 11I P o ~.' !3 Of:ll"l . U~.-i lIl>lo~ H~ t: OI.-i Pill or.:lO'll ulIll\< ~ ~8 . ~ffi~~ ~!i!8:;] ~B.-ttJ ! . ~ S . ~ ! ~ 0: r5 ~ III iii a .........."," ,,>- ~-'.>.'~-_""' -T' '~., '-"''''''_",.0>;'''';''''>,--,,,,,,,,,,-, ~._'~ "".__ H;' '-..,:==:':~. - '..,--- \. .-..., '.;,..,. "', ~''''-<""~~""_"",;;"~;';'O,,,,,'O;<j;;,~/~,,:,;,,! - . ~.." ,,', l7 .._~ .. ;....;... -'-..' .... , i n. ~ - ~ - ~ i . , . , , I i'. i' ) ro;o (<l , ;,. ~ ,..:. I r';' ... .... "" ... ., , \ \ . _.'.- - ~ . : ,,/: i;... .,', ;ct ~ ~ --tI . "l'"",. " " , 'I.. ""~ ;' ,\;'. .'-.~ . ~- . '.' . r.,' ','" .. " - '..-- ,'" "', - ...\ . ~. ;,.., .~'. :. - ' I ., , . : . ,r ~; '",/ , . ,;'. ,'" ~",'.\ > ";-. ..'..... , .,; . '. .. ,"if ..,-. ,f .. ,,'. r., \ I '. ',. \ ,,' '. 'It ~ .. ' , . " '..t." t. ,'- ':_,;4.'.,-;".: t ,:",-:' ~I ',' - '. , ~ - ,-:, ...." " .,' " . 'oj t' '. I. ~. " , " " ... I' o. f -. . I i \ ',.,. ., .. '.---. ---' ~.__. _3 f~ br - r'_ " ". 't:;~!;;,:?~;:::, .' , ._-t-__..,........_._ ........ . "'/I::.:,.,t::::tst:'7f;.tf!t~~'7~t!~'>L'"t'-l? I'~~"l;\~~;lf~'.:,\~~,: '>::~'~.?. ,: >,-,:('i: ( 1)' I"'" .'lO;I'" . r . . @l', ~;' ~i : . 'II Ii / '\ 'J ~l '/. ' \ ~' . , , }', ' I.t (J 0 C . ~~j:!:!DJ .1. ..': "' Pi'. -".'"I....I,""! ,. LAW OFFICES PLACBY &. WRIGHT 232 NORTH srCOND STRUT fl. O. 80X II HARRISBURG, PENNSYLVANIA 17108 TO: REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE, PA 17013 ~~4,<'):~~~)t>>';;:::~tJ~i~~~~iirr:;;t~~;H&ffF;;';.t:;;t,,;,,;,,~rj;;;':2~R"~~I/;;~'~r~~.lf'?,'.....'~_''''-''~.'''''_''''-'''''h "'I' ." , , . ,I "j Cd ,I t.' " ,\ " , ) ,j to; I I " \' -, ., I": r . t' ..f I '.-- ,....-.. -- ...... .._--A r~ ... 'vl _d I to.- - ~. , .J ____'n.._.n_._____ __., ";"""--" -- "',..,- ,. "".-"- - f"':"" "I , " , /5 $" -/g REV-1547 EX AFP 112095* C~AlTH OF PENNSYLVANIA DEPAATHEHT Of' REVENUE BUREAU OF INDIvIDUAL TAXEI D[PT. 1I06111 llARRIIlUAO, PA 17UI-06111 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR OISALLOWANCE OF DEOUCTIONS AND ASSESSHENT OF TAX ACN 101 DAT! 04-15-96 S FILE NO. DATE OF DEATH 11-28-94 COUNTY CUMBERLAND NOTE I TO INSURE PRDPER CREDIT TO YOUR ACCDUNT, SUBHIT THE UPPER PORTION OF TNIS FORH WITH YOUR TAX PAVHENT TO THE REOISTER OF WILLS, HAKE CHECK PAVABLE TO "REOISTER OF WILLS, AOENT" REMIT PAYMENT TO: RICHARD L 200 N 3RD PO BDX 99 HBG PLACEY ESQ ST REGISTER OF WILLS CUMBERLAND CD COURT CARLISLE, PA 17013 HOUSE PA 17108 ..aunt R..ltt.d CUT ALONG THIS LIN! ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiili=i!;4-j-iif-AFP--iiZ':95T"NOYici--cii'-YriHiiiifAi(ci"YAx"'jippRA-mifiN'r;-,\Li:ciwANci-cili----------m---- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DEPASQUALE GUY J FILE NO. 21 94-1073 ACN 101 DATE 04-15-96 TAX RETURN WASI C X I ACCEPTED AS FILED C I CHANOED APPROVED DEDUCTIONS AND EXEMPTIONSl 16,253.66 9. Fun.ral Expen.../A~. Co.t"Hllc. Expan... (Schedul. HJ (,) 10. Oobh/Hortgogo LloblllU../Llon. ISchodulo II llOI 21,B61.BO 11. Totol DoduoUon. CllI 12. Net Valu. of rax Return (12) 15. Charitable/Govern.ental a.qua.t. (Sch.dul. J) (13) 14. Hot Voluo of E.toto SubJoct to To. C141 NOTE: 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 TAX: 15. AlKK.Int of Lina 14 at Spou..l rat. (5) 16. A.aunt of Lina 14 taxable at Lin..l/CI... A rat. (16) 17. A~t of Lin. 14 taxabl. at Colleterel/Cle.. 8 rete (17) 18. PrJncJpe1 lex au. RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Roel eatoto ISchodulo A I Cll 2. stock. and Bond. (Sch.dul. B) (2) 3. Clo..ly H.ld Stock/P.rtn.r.hJp Int.r..t (Sch.dul. C) IS) 4. "ortg.ge./~te. Receivable ISchedule 0) (4) 5. C.ah/Bank Oepo.it./Hilc. Perlon.l Property (Sch.dule E) (5) 6. Jolntl~ Owned Proport~ CSchodulo FI C61 7. Tran.fer. (Schedule 0) (7) 8. Tat.l A..etl 325.000.00 ,00 .00 ,00 129,451.85 10.381.60 .00 eel 342,658,35 84.059.64 ,DO X ,03. x,06. X .15. Ilel TAX CREDITS: PAVHEHT DATE 02-22-95 08-24-95 RECEIPT HUHBER AA022859 AAD48169 DISCOUNT C+, INTEREST C-I 273,68 .00 AHOUNT PAID 5.200.00 9,849,63 INTEREST IS CHARGED FROM 08-29-95 TO 04-23-96 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE · IF PAID AFTER DATE INOICATED, SEE REVERSE FOR CALCULATION DF AODITIONAL INTEREST, 464,833.45 3R.I1~ 4~ 426,717.99 .00 426,717.99 10,279.75 5,043.58 ,00 15,323.33 15,323.31 .02 .00 ,02 IF TOT^L DUE IS LESS THAN f1, NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDn" ICRI. YOU HAV eE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FDR INSTRUCTIONS. I AEKRVATlDH. f.~ ~ ~if ~:! ,') ~ ClJ.Q ~o r.~ \") t:' r _ i':1.;.1 -' '., l;4 , N 2.~.~ ('..0.. ._;"l ,:-,. r) te :;. (l . Ci 0 :C!11, r.t.taa of decedent, d1lna on or b.far, Dec.-b.r II, 1.., -. 1f anw 'utur. Int.r..t In ~fj.tat.~tran.'~~ In po.....lon or "'JoP"'t to CI... . (eollatlr,1) benefJaJarJ.. of the decld...t attar tn\....plrat of anw ...lilt. II'. or for va.r., the ea.-onw..lth her.bv ,-pr...lv r...rv., .h. rJuht to appr.I.. and ...... tr ..r InhlrJ'~, .t the l~ful CI... . Ceolt,'.r.l) t.t. on anv 'uch future Intar..t. /.. f._.. PIJAPO.. .. HOTlCEI fa 'ulfUI the ra.,Jr....... 0' S.atlon lUll 0' .hI Inhlrlh.nc. IInd E,'at. TIlII Act, Aat ZZ 0' 1991. 72 P.I. Section 214D. PAVttEHTI Detach thl top portJon of thh Hotlc. and .ubalt with your pavaan' to .he Aagh'.r of NUll prln'ad on the raver.. .Id.. ........ check or IOnIV Ot~1" pav_l. tal REOISTER OF MILLS, ADENT All p.~t. tecalVed ~Il fJr.t b. appll.d to anw In'.r..t which aay be du. with any r...lndar appllact to 'he talll. AEf1Im CCA)I A ra'und 0' a... aradlt, which w.. not raqullt.d on the fl. R,'urn, "V be raqua...d by COllpI.Ung an "AppllcltJon far R.,und of P~'Ylvanla I~rl'~. and E..... T.... (REV-13IS). Appllc.tlon. .r. Iv.lllbl. It 'he D'flc. of the Al8l1tar 0' NUh, anv 0' thlt U RaVWIUI Dh'tlct Offlc.., or bv c.Ulng the .p.alal 24-houl" .".werlna ..tvlc. nu.blr. 'at ~or.. ardal"lng, In Pann.vlvanl. 1-800-362-2050, ou..ld. P""'.vlvanl. and within I~l Herrl.burg .raa (717) 787-1094, TOOl (717. 772-2252 CHe.rlng lap.lr.d Only). OBJECTIONS. Any p.rtv In Int.r..t not ..tl.'led with th. appr.I.-.ant, .llowanc. or dl..llowanc. of dlduotlon., 01" ........"t of ta. (InclUding dl.count or In..r..t) .. .hown on thl. Hotlcl ~.t obJ.at wlthJn .11IItv (60) d.va of rec.lpt 0' thla Hotlu bYI ....IN ISTAATlVE CQRRfCTlOHS. --wrltt." ptat..t to the PA DIP.rta."t of R.VMU., laard 0' 'PPllh, Dapt. 211021, "arrhburg, PA 171n-lOll, OR --11.ctlon to hava 'h. .....r d.taraln'd at Mldlt 0' 'ha .ccount 0' tha par'onal r.pr"",'atlv., OR --app..1 to the Orpf\lln., Court. DISCOUNT. F~tual .rror. dl.cav.red on thl. ........"t should ba addr....d In wrIting tal PA o,p.rtaent of Rav~, Bureau 0' Indlvldu.1 f._a., 'TTNI Pa.t .1.....110. R.vl.w unit, o.pt. 210601, H.rrl.bura. PA 17121.0601 Phon. (111) 7'7-6505. Sa. P... S of the bookl.t ~In"ructlon. for I~rltanc. T._ R,'urn '01" . A..ldant Dlced."t.. CREV-ISOl) for an ..planatlon of a~lnl"retlv.lv carraetabl. arror.. If anv t'lII dUe I. paid wIthin 'hr.. CS) c.lendar _on'h. .ft.r .h. dac.dant'. de.th, . flvl p.rcant (SX) dl.count of .hI ta. p.ld h .Uowed. INTEREIT. Int.r..t I. charged baglnnlng with flr.t d.v of dellnquencv, ar nln. (9) .an'h. end on. (I) dav froa th. d... af d..th, '0 thl d.ta a' p.Yaent. T._.. whIch bee... dallnquen. b"or. J~ry I, 1912 b..r In'.r..t .t the rat. 0' .IM C6X) Plrcant PII" ~ c.lcul.t.d .t a d.llv r,'a 0' .000164. All t.... which b.c... d.llnquant on and .'tlr Janu.ry I, 1'82 wIll baer Int.r..t .t . r,'a which will v.rv fro. c.l.nd.r v..r '0 c.land.r ya.r with th.t r.t. announced bv the PA Oapart.."t of Ravenu.. Tha ,ppllcabll In'.r..t r.... far 1'" through 1996 .r., ~ Int.rllt A... D.lly Intar..t Fletar ~ Intar..t Aat. Oally Intar..t Flator 1912 lU .000541 1'.7 'X .000247 1915 lOX .00001 1'81"1991 IIX .000501 "84 Uie' .000501 1992 'X .0002"7 1'85 Uie' .000556 1995-1'''' 7X .000192 ".. IU .000274 1995-1996 'X .0002"7 ....Intar..t I. C.lcu1ated .. follow.. INTEREST . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "~Anv HotlcI I..UId .fter .he talC baeoae. dallnquen. will r.fllct an Interllt c.lculatlon to 'If'.an US) daVI bayond 'hI d.', of thl ........".. I' pav..", I. alda ,"al" the Int.r..t coapu'.tlon da', shown on .h. HotlcI, addltion.1 Intarllt ...,It ba c.lcul..ad. ~ -...---_.. --..,.... ..,;"..--..---- - ~-..,. . . r-y.. ) i'-, 'J' /] . :1 tV ACN 201 REV-483 EX AFP (12-95~ COHHONW(AlTH OF ptNNSYLVlHIA OfPUTtENT OF' R[VENUE IURUU Of INDIVIDUAL TAIlU O[P1.II0Ul tlARAUllItO, PA 17UI.OU1 NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN OAT! 04-15-96 DEPASQUALE GUY J FILE NO.21 94-1073 DAT! OF DItATH 11-28-94 COUNTY CUMBERLAND HOTE. TO INSURE rROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UrrF.R rORTION Of THIS fORN WITH YOUR TAX rAYNEHT TO THE REGISTER OF WILLS. HAME CHECX rAYABLE TO "REGISTER OF WILLS, AGENT". REMIT PAYMENT TOI . ,"", RICHARD L'PLACEY ESQ 200 N 3RD ST PO BOX 99 HBG PA 17108 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 I AllOUnt R..lttod CUT ALONO THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES .... Rifv:4i3--Ex--AFP--{i2~95i-----.-i-NiifiC!--OF--DET!-R"iNiifiiiN-Aiip-AS-iESS-HENir---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN MM ESTATE OF DEPASQUALE GUY J FILE NO.21 94-1073 ESTATE TAX DETERMINATION ACN 201 DAT! 04-15-96 1. Cr.dit Far st.t. D..th T.x.. .. V.rifi.d ,00 2. P.nn.ylv.ni. Inh.rit.nc. T.x A......d (Excluding Di.count .nd/or Int.r..t) 15.049.65 3. Inh.rit.nc. T.x A......d by Oth.r st.t.. or T.rritori.. of the Unit.d Stat.. (Excluding Di.count and/or Int.r..t) .00 4. Total Inh.ritanc. Tax A......d 15.049.65 5. P.nn.ylvani. E.tat. Tax Du. .00 TAX CREDITS I PAYMENT DATE DISCOUNT (+) INTEREST (-) RECEIPT NUMBER AMOUNT PAID TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST .00 TOTAL DUE .00 "IF rAID AfTER THIS DATE, SEE REVERSE SIDE (IF TOTAL OUE IS LESS THAN fl, NO rAYHENT IS REQUIRED fOR CALCULATION Of ADDITIONAL INTEREST. IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN fOR INSTRUCTIONS. I '~U!';<~l.';"'';''''. ,~-.., -'~ ['~ g. ~,. <:1 ", 1, ...: :oil? ,lP,8 .~. -. i~.o It; Ijl -. f ~ ~ ~ ~ , PllIlPOU Ill' NOTICE. Cl ,', ('.,,,. To fulfill t~ requlre.enta of Section 2145 Ib) 0' th. J~rltanc. ~ [,tet, 'a. .ot,~ct 12 0' ."1. (72 P.I. SIOtlon 2145). .: _ ~ ,., \0 ,;J}<'". ,',," o.tllCh the top portion of thh Notlc. .. .uIMIlt -.Ith your ,.~t to the R..ht.,. of '\H'l:IlPrJntMIIDn the ,...,.,... IJde. N .. H.... chRk Dr IIIOMV or"'" PIV_.' tal REGISTER OF HILLS, AOEHT. All pllWlMnh rec.lved IhIIll b, appllett 'Int to MY lnh,..tt Which "V be cUt with MV ,....lnde,. IIPPlJed to \1M tn. PA'nENTI ~~. -'I It .I /nO - Rf'lICD cau I A ,..fund of I t.. credit ..v b. ,..que,tld bv co.platlng ~ "Application 'or R.fund 0' Penn.vl.,~I. Inherltancl ~ E,t,t, Tlx. (REV-ISIS). Application. Ira available at the D'flcl of the RIDlst,,. of Willi, ~v of the ZJ A.v~ Dlltrlot Df'lcI. or 'r~ t~ o.p,,,t-.nt', 24-hour answerJng ..,.vlel nu.ber, fa,. lor.. orderlngt In Penntvl"."., 1-IDO-S6Z-2050, out,ld, Penn.vlv.nl. ~ wJthJn loc.1 Hlrrl.bur. .r.. (717) 717.1094, TOO. (717) nl-USZ U".rJng I.. Ired Dnb). OIJECTlONS, Anv p.rtv In Int.r.1t nat ..thU... wlth the ........"t of tax .. shown on thla noUc. 'av object within .I.tv (60) dav. 0' rec.lpt 0' thi. Notlc. bv. .-Nrltten prot.,t to the PA Dep.rt'ent of R.venue, loard 0' Appe.I., Dept. 211021, H.rrl.burg, PA 1712'.1011, OR ....Iectlna to hlv, the ,attar dlter,lned .t Mldlt 0' the plraon.l r.r..antatlv., OR ........1 to the Orphan.' Court. AD."N" IITRATlVE CORREClIONS, factUlll error. dlacov.rad on thh ..........t .hould bII ~re...d In wrltlna to, PA DepartNnt 0' Revenue, Jur.au 0' Individual l.x... ATTN, Po.t A.....Nnt R.vl... unit, Dept. 2'0601, Hlrrl.bur., PA 17121.0601, Phone (717) 7.7.6505. S.. P'" J 0' the bookl,t .In.tructlon. 'Dr Inherltanc. Tax R.turn 'Dr . R..I~t O'C.....,t. UIEV.ISOI) 'Dr WI ,xplanatlon 0' lldelnhtretlv.b correetlabl. '''1'''0'''. INTtREIT, for dat., 0' death on Dr a't.r 10-).91, Penn.vlvenl. E.t.t. T.x ba.ed on the Fed....l E.t.t, T.. return bKDItI. deUnquant ,t the .xpl...tlon 0' nine (0,) eontha 'rOIl thl lHt. 0' d..th, for d.t.. of death prlo.. to 10-).'1, Penn,ylvanl. [.t.t. T.. b..... on the '.......1 [.t.t. T.x r.tu..n beeN" deUnquent .t the Ixpltltlan 0' light.." el') ""th. 'rOIl thl det. 0' de.th. T.x., which bIIc... delinquent b,'or. Janu...v ., .9.2 baar lnt.....t .t the rlt. 0' .1M (6X) percent ,.r annu. calcul.ted It I dIlly r.ta 0' .000164. All t.x.. ~Ich bK... delinquent on Dr .,t.r Januarv I, I'.' will baar Int.rl.t It , r.t. which wl11 v.rv '1"'011 c.I~'r v..r to c.l~1'" y..r with that rat. ~Id bv the PA Dep.rtaent 0' A.v~. The appllclabl. lnt.r..t r.t.. '01'" 1"2 th..ough 19'6 '1"'" ~ tnt.ra.t R.t. a.llv tnt.r..t factor ~ tnterllt A.t. OIUV Intlr..t factor 1912 2U . Gan41 19.7 n .00OZ47 1915 lOX .DODU. 1911-199! llX .0OOUl 19.4 U:C .GaUOI '"' n .GaOZ47 1915 '!n .0DD)56 1").1994 7X .0001n U.. lOX _ DOOZ74 1995"1996 n .DOOZ47 ulntlr..t II c.lcul.ted .. fol1owlI INTEREST . BALANCE OF TAX UNPAID X HVnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "Anv Notlca I..uad .ftar the tu bee..... dell,""","t will tlfleet an Intl,.,t calcul.tlon to flft..,. US) dIva beyond the d.t, 0' the .......ant. If pa,..,..t la lliCM .'hr the Int.rllt CMPUtatlon det. Ihown on the Hotlc., additlONl Jnt"a.t ",.t be calcul.tad. I,'" / ') . , ACN 202 i . {/ J REV"7!6 EX AFP (12"95* cotItOHWt:ALlH or PfMfSYLVAHIA DEPAATttENT Of' REvtHUE IUAfAU OF INDIVIDUAL TAXEI DEPT. IIG6Gl twtRlSlURG, PA 11ua-06D1 NOTICE OF DETERHINATION AND ASSESSHENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE 04-22-96 DEPASQUALE GUV J FILE NO. 21 94-1073 DATE OF DEATH 11-28-94 COUNTY CUHBERLAND HOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUB"IT TNE UPPER PORTION Of TNIS fOR" WITH YOUR TAX PAY"E"T TO THE REGISTER Of WILLS, "AXE CHECK PAYABLE TO "REGISTER Of WILLS, AGENT", REHIT PAVHENT TOI RICHARD L 200 N 3RD PO BOX 99 HBG PLACEV ESQ ST REGISTER OF WILLS CUHBERLAND CO COURT CARLISLE, PA 17013 I HOUSE PA 17108 A.aunt R..1tt.d CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ..... iiltV:731i"ix--AFP--Ciz:-9Si-----iii-NCificif-OF--OErifRHiifATiCiN-Aifo-AiisESiiHENif---------------------------- OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. IaTATE OF DEPASQUALE GUV J FILE NO.21 94-1073 ESTATE TAX DETERMINATION ACN 20Z DATE 04-ZZ-96 .00 1. Credit For Stete Deeth Texe. e. Verifi.d Z. Penn.ylvenie Inheritence Tex A......d (Excluding Di.count end/or Intereet) 15.049.65 3. Inh.ritence T.x A.ee..ed by Oth.r Stet.. or T.rritorie. of the Unit.d Stet.. (Excluding Diecount and/or Int.r..t) .00 4. Tote1 Inh.ritence Tax A..ee.ed 15.049.65 .00 5. Penn.ylv.nia E.tete Tax Due 6. Amount of Penn.ylvenia E.tet. Tex Pr.viou.1Y A......d Ba.ed on F.d.ra1 E.tat. Tax R.turn ....:..!!.!!.. ,DO 7. Additione1 Penneylvanie E.tet. Tax Du. TAX CREDITS I PAYHENT DATE DISCOUNT (+) INTEREST (-) AHOUNT PAID RECEIPT NUHBER . TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE · ~~RP@1~c6lIT'0~H~~ Rft~~Tin~A~EY~~~~E~fDE ( If TOTAL OUE IS LESS T"AH .1, HO PAY"ENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREOIT" YOU HAY BE DUE A REfUHU. SEE REVERSE SIDE Of THIS fOR" fOR INSTRUCTIONS.) (CR), 9~ l7! :0:0 3,.,. $~ tf A C. ') ;a i!:o ~, m '\J C, , "I ,;.. I ~ S ,...... (");014 ,I PC) :co ..,-~ (-) ;t)ctl ~, \0 iil"O ;g~ i.I1 - VI PIlRPClSI! .. NOTler. To fulfill U. r....lrMenh of IdGtJon 1145 CbJ of the JnherJtMCI and Elt... Tu Aot, Act ZZ of .991. (12 P,S. Section 2145). PA\1EHT, Det~ the top partlon 0' thl. Hotlc. Ilnd .ub.lt with your p.~t to the Regl.t.,. of Will. p..l"tad on the r.v.,... .leM. ... H_. chedl; or lIOMy 0,..,. payllbl, tOI REGISTER OF MILLS, AGENT. All p'YMnb ree.h. ~11 bel .,l1ed ,1,.1t to My lnt.,...t Which IIV ba due with MY ,....lndt,. 1IPP11H to Uti tl.. REflIrm (CRh A r.fund of . t.. credit Uw be ,...-Ued bV co..-.tUng ." "Application for Refund of Penn.vl"'.".. rnherlt~. and Ett.t. ,.... (REV-ISIS). Application. art Ivallable It the D"lc. 0' thl AIglst.,. 0' Will., My of the IS R.v~ DJ.trlot O,flc.. or frol the D.p.rt.-nt', 14-hour Ilf1'Nerlna ....vlcl ~,.. for for.. orderlnal In P~'ylvllftl. l-laO-S6Z-Z0Sa, out.l~ Penn.yl",."I_ and wIthin locll Harrlaburg araa (717) 717-1094, TDDI (717) 772-2252 CHe.rlna 1~'lr~ Only). DLlECnONS, Anv p.rb In Intarllt not "U,Ued with ttMI ......nnt of taM .. .hown on thh noUca .av ObJMlt within .Ixty (60J dly. of r.calpt 0' thl, Hotlca bVI --wrlttan prot..t to thl PA Depart.."t of RavanlM, Bo.rd of Appa.h, D.pt. 211021, Harrisburg, PA 171ZI-lD21, OR --.I~UOll to h.y. tha .'U.r dataralMd at audit of tha p.r.on.l rapr..ant.tJva, OR --appeal to tha Drphans' Court ADttIH- IITRAnY! CDRR[CnDHS I Faotual arror. dl'cov.r~, on thl. ......eent .hould b. addr....d In writing tal PA Dep.rt.-nt 0' R.venue, lur.au of Individual TI.", ATTHI Po.t A.....-.nt R.vl... unit, Dept. 110601, H.rrlaburg, PA 17121-0601, Phone (717) 717-6505. Sea Pae- J 0' the bookl.t ~In.truotlon. 'or Inherltanca Tax Raturn for. R..ldent Decadent- (R(V-1SOIJ 'or an a.plan.tlon of ed.lnl.tratlvalv correctabla .rror.. INTIER[IT, Addltlon'l PennlYlvanl. Eatat, T'M .......d .. a r..ult of . change on thl F.d.ral [.t.ta TaM ololln. httar baeo... dallnq.,ant .t ttMI '>>Iplr.Uon of ona elJ IIDOth froa the data thl final natlu of the Incr.... In F~ral [atat. T.. II raealved. Tan. which bee.. dallnquent bafora J.-.u.rv 1, 1912 ba.r Int.raat at the rat. of .he (6X) parcent Pl'r '""'- c.lcul.tlld at . dally rata of .000164. All tax.. which bee... dallnquent on or aftar J.-.u.ry I, 1912 ..111 bear Int.r..t .t . rat. which will vary froa c.l~r v..r to caland.r va.r with that rat. ~ad by thl PA Dap.rtaent of R.v~. The ~llcabl. Int.r..t r.ta. for 19.2 thrOU8h 1996 .r., 'WI: Int.,.... R.t. n.llv Int.,...t ~~tn,. 'WI: tnt.,...t A.f. ".llv Int.,...t Fa"tn,. 1'12 .OX .GOOM' 1'.7 I;} .GOO247 I9IJ lOX .GOaul 1911"1991 .aGOnl I... IIX .DGOJDI I". OX .000247 1915 I3X .DDUM 199J-I994 7X .0001" I... lOX .GOOZ7. 1995-1996 OX .0DU47 ....Int.ra.t .. c'louhled a. 'ollowlI INTEREST . SALANCE OF TAX UNPAID X KUnDER OF DAYS DELInQUENT X DAILY INTEREST FACTOR uAnv Notice hlUld eft... the tax bee... cMUnquenl will ref1lH1l ." Int.n.t nlcul.tlon to flft..., US) deu bevond the data of thl .........,t. If p.yaant II .~ .ftar thl Inlare.t CDllPUt.tlon d.ta 'hown on ttMI Notlc., eddlt10nal Int.r..t .,.t 1M c.lculetad. . '. I t r/{', 1'1:' i-!'.,' STATUS REPORT UNDER RULE 6.12 Name of Decedontl Guy J. DePasquale Date of Deathl November 28, 1994 Will No. Admin. No. 21-94-1073 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 estatel 1. State whether administration of the estate is complete I Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I 3. If the answer to No. 1 is Yes, state the followingl a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: 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_ th t g Cerk of the Orphans' Court and may be attac is r p ;/ ~ .. ,.., o.a '."~I ~.~' <.: "', ,.- Date: 11/19/96 - ('oJ , Signatlol / '. R~r . P1acey ~ame (Please type or print) 200 N. 3rd St., P.O. Box 99 Address Hbg., PA 17108-0099 ( 717) 236-9577 Tel. No. f;j '~.l ' I,JI,' oc'-' ""J ~,. , ) L ~. :J UU Capacity: _____Personal Representative X Counsel for personal representative (MAH I rmf I AM3) .~,_.~_. '_n_, ',,__ ,_ .. . '~.'<'-" _ _ "'''''V.L''"..' ....