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Home My WebLink About95-00397 '\':', ':,. -,\ . '. ;. , " >"1 1- ":"". ,:.':)~~::'~~\ ;i . .~ '-, 1'. . , , . .~'..'- ! }:~~'~'. {-~t~'"i ;', ~'." ,""':;~<\'-'. ":'0:":'.:'." . . .. . :'!!"tJ' '. ;~,i,-; . , ~ ~ .- cu: , '...... ,0, ., .. .vt ..... \i : j ~ >.'i , ~ I)ETITION ...Olt 1)I{OnATE and GltANT 0... LETnmS Nu, ~ 1- ')5 -:3 CJ 7 Tu: Estate 01 Evelvn II. \'1ilhclm also klWII'1I as ~.-1L:umlcLWJ.lhelJn IlcNI'lcr uf Will, fur Ihe . /)I'l'l'U,,'tI. CUlllny uf CLDubcrlnnll In the Sudal Secllrlty No. 042-2G-Jill Cunllnunwellhh uf I'enn'ylvunln Th. petlllon of the undersigned lesllectfully rellle'enlS Ilml: Yonr petllloner(OI, who 1s.ll1'Q( 18 yellrs uf uge ur older 1111 the exeeUIOr In the IDst will of the Dbove decedenl, dilled M"rclLl2 Dud codlcll(s) dated numed , 19~ (state relevant drcllllulallcc5, e.,. renunclalloll. dealh or e"<<lIIUf, CIC.) Ileeendenl WIIS domiciled III denlh In CumlJcrlnnll Connty, Pennsylvania, wllh h.QL-- ID,t fllmlly or prlnclplIl residence lit 100 Nt. 1\11en Drive. Mzchnnicsbura. 1'1\ 17Q~~ (U~ Allen Township) (Usl lUCCi, numbcl ond lIlundpalllY) Decendellt, thell 03 years of Dge, died Nay 10 . 19 95 III Messiah Vill~ . Exceplll' follows, decedelll did not mllrry, was 1101 divorced IIl1d did nol hllve a child born or adopted Dfter execulion of Ihe will offered for probate; was 1101 the vlellm of II killing nnd WIIS never adJudlcDted Incompetent: Decen<lent al deDlh owned properly with eSllmnled values 115 follows: (If domiciled In Pa.) All personnl properlY (I f nol domiciled In I'a.) I'ersonnl properly In PennsylvDnla (If not domiciled In Pn.) Personal property In Counly Value of real eslate In Pcnnsylvnnla situated DS follows: than $100.000.00 S less S S S WHEREFORE, pelltloner(l() respeClfully presented herewllh and Ihe grDnl of lellers Iheron. requesl(s) Ihe probate of Ihe lasl will and codlell(s) testam;ml;<lrv (lcSlamcrllary; odllllnblrallon C.I.R.; odmll1lsuallon d.b.n.c.l.a.) 'g 6 "'- 'fl" "Ii g l~ '"'0. I'o 1 VI <,.!/.. .~.1 ?',? ~LG-h,~!e.~~tt~J-.! Ilarolll E:..,&iimprm:J!l 702 s.JorlLStreet ~~~ni~~~I~~~~7ns5--- ~iS -1 -3394 Tele. # 766-4206 OATH OF PERSONAL REI)lmSENTATIVE COMMONWEAI:rH OF }'ENNSYLV ANIA } tlS COUNTY OF C.\mioerlnoo IS:- 3.543 The pel!iloll~r(s) nbove-lIlllned s,,""ur(s) ur afflrm(s) Ilmllhe slnlemenls Inlhe foregoing pelltlon nre Irue nnd cllrrcctlolhe besl of the l:nolVi:dge IInd belief of pelltloner(s) and Ihnl ns personnl represen- tDllve(s) of Ihe nbove decedenl pclllioner(s) will well nnd lruly administer Ihe eslnte Decordlnglo law. , ~ ~{ ,J - Sworn 10 or at'Hrmed lInd su~s~rllled ~ " ~lt({ . ~~~.~......... !!! before n e this 2~_ dllY of ~ amId E ~ -~'/~,SJ~;"'- -102..S.JorlCSt.reet. !a .~~,~./' .' '4 - -M->chanicsbura-l?6 ' '1n5" ~ MARY C. (.E.\'IIS lIell/ster 5;S. # IB4-12~33 4 ;;;- Tele. # 7GG-420G "" Ie ('~ . 21-95-397 . In' ~8: - I{) <:> :L~ tl ~ : 0... 1 d '-. ;;:,. c !.) " 0\ f"j (, ~ (, l.' .. ~ ~ ';; " i:! " (j' OJ "'~ .1.l <> OJ ~ E CllO: oil:> a: 00 " " LAST WILL AND TESTAMENT OF EVELYN H. WILHELM I, EVELYN H. WILHELM, of the Borough of Camp Hill, County of cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last will and Testament, hereby revoking and making void all former Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon as conveniently may be after my decease. 2. All the rest, residue and remainder of my Estate, real, personal and mixed, whatsoever and wheresoever situate, I give, devise and bequeath to my husband, William I. wilhelm. 3. In the event, however, that my said husband should predecease me or should die at about the same time as I do, such as in a disaster common to both of us, I give, devise and bequeath my said Estate to the following persons in equal shares: Robert Snyder, Nary snyder, Connie Coleman, Doris Zimmerman, Harold Zimmerman and James Wilhelm. 4. James Wilhelm is to get my husband's diamond ring in addition to his share of the estate. 5. I nominate, constitute and appoint Harold E. zimmerman, to be the Executor of this, my Last Will and Testament. If he should predecease me, or for any other reason be unable to act as Executor, I appoint Steven zimmerman, to be the Executor in his place and stead. I further direct that they shall not be required to file bond or other security in the Office of the Register of wills for the purpose of administering my Estate. 6. I authorize and empower my personal representative, in his sole and absolute discretion, to purchase or otherwise acquire 1 " ..' ..... and retain any investments of which I die seized, or any real or personal property of any nature; to sell, lease, pledge, mortgage, transfer, exchange, dispose of, or grant options in regard to any or all property of any kind forming a part of my Estate for such terms and such prices as he may deem advisable; to borrow money for any purposes connected with the protection and preservation of my Estate; to mortgage or pledge any real or personal property forming a part of my Estate; or to join in or secure the partition of same; to compromise any claims or demands of my Estate against others or of others against my Estate; to make distribution in kind and to cause any share to be composed of cash, property in undivided fractional shares in property different in kind from any other share; and to execute and deliver such instruments as may be necessary to carry out any of these powers. IN WITNESS liHEREOF, I have hereunto set my hand and seal this 1PiL- day of March, A. D. 1991. ~~.J .:;;.t ~ (SEAL) Signed, sealed, published and declared by the above-named EVELYN H. WILHELM, as and for her Last will and Testament, in the presence of us, who at her request and in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. ~ f: ~C ~ EtlJ'r fj. &JJ;'~ ) J~aJJ. ~W~ m~~~~Q~3~ .3111.\'1/ ~ {/J. ~ ~ tfa4 ~JM <9 f~ 8, (j~ 2 REGISTER OF WILLS OF r'11m1v>rl:mn COUNTY OATH OF SUBSCRIBING WITNESS Charles E. Shields, III le&lICiI (c!IllfJQ a subscribing witness 10 the will presented herewith, (€lIllbl being duly qualified according to law, depose(s) and say(s) Ihat he was presenl and saw Evelyn H. Wilhelm, a/kla Evelyn 1\. lIassler Wilhelm the teslat rix , sign the same and Ihat he signed as a wllness allhe rcqUeSI of lest at rh: In h er presence and (In Ihe presence of each other) ~ ~ E.. arzgw 7!L Sworn 10 or affirmed and subscribed before me this _ 19th day of ioI/W .. 19 95 2 W. ~,c._ '=1A"..u! t'1'~JZ;f:u"'47 NARY C. LEWIS Register (Name) Nain Street, Nechanicsburg, PA 17055 (Address) (Name) (Address) REGISTER OF WILLS OF CUmberland COUNTY OATH OF NON.SUBSCRIBING WITNESS Harold E. Zimmerman and Charles E. Shields, III (each) a subscriber hereto, (each) being duly qualified according 10 law, depose(s) and say(s) that thpy :lrp familiar with the signature of Evelyn H. Wilhelm, a/k!a,Evelyn 1\. 0Il!KW( Hassler Wilhelm lestat rix of (one of the subscribing witnesses to) Ihe will presenled herewith and 0IllI00( Ihat they believes the signature on the will Is In Ihe handwriting of Evelyn H. Wilhelm, a/k/a Evelyn A. Hassler Wilhelm 10 Ihe best of I:h(!ir knowledge and belief. Sworn to or affirmed and subscribed before me thl~ . 'J ~) day of , -. J~ 19.:LC 7f(1~ ~ ~('/;. r'td .I ~ /[Uy rP~ ,. " 1-,7 r-tIl,RY c. LE.WIS Register: /../ .' ;: I c~ h~(? ('.c! "';>..A-1,11 ,'\itO~, IlAJ ~, ( / . (Name) 702 S. York Street, Mzchanicsburg, PA 17055 tr~ ~~e&v"lf( . (Name) 2 W. Nain Street, Mechanicsburg, PA 17055 (Address) 1,'- , , ' " "',::~,' :i:,~ ' 't,,, , ", , ,,;lr, ~:\""':-' .'. :'"", ., '" ";r;';,',,C' ,'" ,',,:ci ,',;' 'f ',_" '''" ,.-', ,:,,., -- ')4,,', c} , 'c,';" ' · ~", ,';";,,;"'~, '. ,;, :ii, c;~ , "" 'I,' " '" 'f':: " ,. l". c', ft, ", ;'"r-'c" ,'c,: 'c, ," :" " ';', .,i'" ':>~" ';'~':: t",,' ,'", ,,'" '. : (~;g'~i: ' ",{, >",,,4; ", ..,:'" '"". "':= ,('<",~, ';~~,: L~;li <', c . ' .," "'= ,"' ;r ';. \i :',j:' , ' ,," '",. " , ,,,; "" ", "" \ L:'" ',. ',','- ' '" "'>-" ,..' ,'" , ',; ';,': c"" :\'~. ; ,', : ' '\:':"::i'~ ,",', ,:'.-" , ,'; " ';" ,'j,; "; ,,"',' "- ":"" i "t;~,:.<::. ' " ',' ',i:, ,;," "'), """", ,," '" ," 'i;"" ' ,. " ',__'" " '''""" ,;;~; ::' ','. ' '" ;;'. ,;;;;:'",; i} ,"', ' ' .' ',.:,';,~, -- "R,,;, ;1' ,,; -f'\il~~t:i' .,....:.:. ',:; '" "'.: ',,,,,, '.' .' ""::i::,.".:t~~r ',:,:t ':, , ":,:'ii:' ,-";, ",,><,' ", " , "," ;, c" " >"):, : ',' ,,' ,&:r', ',', C" '~~ : ,~~ ' '" " ~ ~ ,,' i :; ... ", " " ~ .' " , , "', ' " , , '-'-' ,:"1 _, " ;- ~ u: ~~ ..,. .,' , -"", -! "" in'2, .~ .' --:~!,' .- h~'''_' ~_F.j~c ,-'- .: i;_'-\:~' _,7..! -, ~. a ~ U\_:,';';;;.. _,~" :';,",,_ i ", ;~~ " ~._",' . , j.'} ;;..~ -. ,,::;:~;T'~r . ,~;~~,-:~~t--., \. --~\':_' ~: "".'-c ,. ~ ~ y CERTIFICATION OF NOTICE UNDER RULE 5.6(lIb1r ,;j r .. Nwne of Decedent: Evelyn H. Wilhelm, lI/kIlI Evelyn A. HlIssler Wilhelm '9'; jUil l3 :> I' :n'1 Date of Dealh: May 10, 1995 Will No. 21-95-397 Admin. No. C\".. CUll", , 1'\ .. . P/\ TO TIlE REGISTER: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphlllls' Coun Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 30, 1995: Nwm Address Mary Snyder Bobby Snyder Constance W. Coleman Jwnes Wilhelm Anna Wilhelm Harold E. Zimmennan Doris L. Zimmennan 1512 Wood Creek Drive, Mechanicsburg, PA 17055 1512 Wood Creek Drive, Mechanicsburg, PA 17055 4000 Market Street, Cwnp Hill, PA 17011 3616 Reading Crest, Reading, PA 19605 109 Charollelte Avenue, West Lawn, PA 19609 702 S. York Street, Mechanicsburg, PA 17055 702 S. York Street, Mechllllicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE Date: f9 -/3 .'<JJ- ~4 F.J~" CHA S E. SHIELDS, III Mellon Bank Bldg., 2 W. Main St, Mechanlcsburg, PA 17055 Telephone: (717) 766-0209 Counsel for Personal Representative " ----. .-.--.- ----' - - .'.><.0', "i-":'!'-t"'~~,",-'!:::-~~:-"_':<1i7~~,,b_...';;>~~i:":';' CHARLES E. SHIELDS III ATTORNEY.AT.LAW MELLON BANK BUILDING 2 WEST MAIN STREET MECHANICSBURG. PA 17055 TELEPHONE (717) 766.0209 GEORGE M, HOUCK (1912.1991) August 4, 1995 Cumberland County Courthouse Register of Wills Office One Courthouse Square Carlisle, Pennsylvania 17013 Attn: Pauline Barclay In Re: Estate of Evelyn H, Wilhelm, Deceased No, 21.95-397 Dear Pauline: Please find enclosed a check In the amount of $14,250.00 for payment on account for the Inheritance tax of the estate of Evelyn H, Wilhelm. No. 21.95-397, Thank you lor your kind attention to this matter. nn Very truly yours, C F ~g,~';" ~ :c ::Om r'1 () i'-" !:J Charles E. Shields, III "" c.-= c, ~ ?3 CES:dJr Enclosure .-~ vi 0 - -ot.:: )>;'4 l.n \0 .\ - ... ........ ..... -- . -":'-'-.--.- --- -- ---...- ... -..-.---....- - --..-..-- -- -~ -.-.- .,- --- .- -.- -.- ..- -- ~- -- --.- .-- --. .-- -. , _fOlO.,II' . /"" D A'A.0480 a,r., COMMONWEALTH OF PENNSYLVANIA NO. " DEPARTMENT OF RIVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX * 11'1''''111'.'''1 ACN ASSESSMENT I!' CONTROL ... NUMBER AMOUNT RECEIVED FROM, a SHIE~DS CHAR~ES E JJJ e W MAIN STREET 101 Sllt,C!OO.OO MECHANICSBURG PA 17055 i i mea ",u - , , I ESTATE INfORMATION, I:t FilE NOMiER U e 1-1 995-0397 E1 NAME Of DECEDENT (lASTI II OATE Of PAYMENT m POSTMAR E COUNTY S8N 04e-eb-3969 IFIRST) (Mil ~ OATE Of DEATH m TOTAL AMOUNT PAID S14 ,250.00 l I ",,,,,,{.Ylp(t (j ,~~I NA RE I I ~~C. ~W . i REGISTER OF WI~~S I REMARKS .f..l.OPi HARO~D E ZIMMERMAN C/O CHAR~ES E SHJELDS III ESQ SEAL REGISTER OF WILLS ~~_________________7_______._._----------T-----~---~r- 'If ,.;;t.'''' .. I ", . ..---. r~ .- _ -1"-''\ .......: L ~ t-~----'7':-.---""~JI \., 1. Real Estole (Schedule A) 2. Slock. and Bond. (Schedule 6) 3. Clos.ly Held Slock/Partne"hip Inlo,.,' ISchedule C) 4. Mortgag.. and Nol., Receivable (Schedule 0) 5. Cosh, Bank Deposits & Miscellaneous Penonal Property (Schodulo EI 6. Jointly Owned Prop.rly (Schedule FI 7. Tran,fen (Schedule 0) (Schedule L) B. TOlol Gran Anols (tolallln.. 1.7) 9. Funeral Expen..., Administrative COilS, MlscellaneouI bpe"... (Schedule H) 10. Oebts. Mortgage liabilities, liens 15th,dulo II 11. Total Deductions (tololUnes 9 & 101 12. No' Value of Eltot_llIne 8 minus line 11) 13. Charitable and Go....rnm.ntal Bequesls (Schedule Jl 14. Net Value Subjecllo Talit 11Ine 12 minus line 131 15, Spousal Trand,,. Ifor dot" of dealh afro, 6.30.94) 5,. Instructions for Ar.pllcable Perunlage an Reverse Side. (Include value. rom Schedule K or Schedule M.) 16. Amount of line 14 taxable at 6% role (Include value, from Schedule K or Schedule M.) 17. Amounl of line 14 taxable al 15% role Ilnclude value. from Schedule K or Schedule M.) 18. Principal tax due (Add 10.11. from lIn.. 15, 16 and 17.) 19. Credill Spousal Poverty Credit Prior Palmenll DilCounl Inlerest o + $14,2:>0.00 + $750.00 0 20. If line 191. greoler Ihan line 18, ente' the difference on line 20. Thl.I'lhe OVERPAYMENT. aD 21. If line 18 II grealer than line 19, enle' the diffe,ence on line 21. Thi.l.lhe TAX DUE. A. Enle, the Inle,e.t on the balance due on Line 21 A. 8. Enle, Ihe 10101 of line 21 and 21 A on line 218. Thi. I. Ihe BALANCE DUE. Malee Check Payable tal Reglater of Will., Agent ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ..c:..c: Under penahl~n of perjury, I declare thai I hove exomlned Ihl. return, Including accomponylng schedule. and .Iolemenls, and 10 the besl of my ~nowledge and belief, ill. Irue, correct and complete. I declare Ihot 011 reol estale has been reportea 01 Irue market value. Declaration of preparer olher than Ihe personal repre.entative I. bo.ed 0 all Information of which preparer hat any ~nowledge. SlCiN UIl! 0' Pf~9.N Ilf~NSI' f ~Oll flUNG NoWliN ADDlln~ . DAn ~ " 702. S. York St., Nechamcsburg, Pl\ 17055 /2. -(.-<rS" ~ICiNA Ullf 0' Pllf'AII(1I HA frUSfNfAIIV( ADOlln~ } I ).--- tf ~I t 11[\0.\500 Ell:.. (19.1 l!! we"" trliEri :"'9 u"'... ~ L ~~ .'J-' y-: 3 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) COUNTY_CODJ __ YEAR NUMBER fOR OATIS Of DIATH Ann 12/31191 CHICK HIU If A SPOUSAL POVIRTY CUDIT IS CLAIMID n fiLINUMBIR--' 21 95 397 ... ili Ii! tIl '" COMMONWEAltH Of PfNNUlVANIA OEPAUMfNr Of REV[NU( Of" ,eOllOl HARRISIUM_O. PA 11178.0601 OIC(OINl'~ NAME 11A~'. flU. At4D MIOOtl IN1IIAtj WIUlElJoI, EVELYN II. 'OC~~'~~;'~:~;~~ D~:{~~;~---1;':~;'~i~~--'-- I" .."",.." ,,,,,,,..0 'JO~/~".' ,,'u, ,...' .., .."" '..'",,, fO'"'' "'U~;;UMlI' pg 1. Original Return rJ 2. Supplemenlal Return o 3. Remainder Return lIar dole' of death prior to 12.13.821 o S. Federol E.tal. Tax Return Required ~ 8. Tola1 Number of Sof. Oeposit 80ns IlI((Ufr4f'~(OMPllfl AUUIl(!;!; 100 Nt. /\lIen Drive Mechanicsburg (Upper /\lIen Twp.) c..", CUmberland AMour.. II(CI 1....1 0 I~U Itl!;UuCflON!;1 N/1\ ,},.... wili "'''' "'z 8~ o A. Limited Estate 0 Aa. Future Inlerest Compromise Ifor dote. of dealh alter 12.12.82) Q{] 6. Decedent Died Te'late 0 7. Decedent Maintained a living Tru.' IAlloch copy of Will) (Allach copy of Tru'll ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. NAM COM'IUf MAILINQ ADOUS~ Charles E. Shields, III 2 W. Nain Street Mechanicsburg, P1\ 17055 'UE'HONf NUMIU z '" 5 E ~ e tIl '" 161 (7) $178,690.14 $19,901. 90 (81 (91 (IDI_!L.L215,47 (II) $ 21,117.37 (121 '"'$r57, 572.77 (131 0 (141 $157,572.77 (151 __~QNE -----,-.--...,-. NONE (16) ,___________. ,06. $157,572.77 NONE NONE (171 )( .15 = $ 23,635.91 $ z C> ~ .... ::il ~ :Ii! C> L) 23,635.91 (181 (191 12DI $15,000.00 o ~ .... Chec" horo if you are roque.ling a ,ofund of your ovorpayment. (211 _~~0635.9l (21AI ___ (21BI __$.-11.,635.91 DAlf 2 \'1. Nain St., Mechanicsburq, PA /."j./" - v.<,- 17055 t. Act .48 011994 provide. for the reduetlon of the tax rate. Impo.ed on the net value 01 transfers to or lor the use 01 the spou.e. The rate. as preserlbed bV the .tatute will bel e 3% (.031 will be applicable for estates of deeedents dvlng on or after 7/1/94 and before 1/1/96 e 2% (.021 will be applleable far estates of deeedents dvlng on or after 1/1/96 and belore 1/1/97 e 1% (.011 will be applicable for estates af deeedents dvlng on ar alter 1/1/97 and before 1/1/98 . Spousal tranders oeeurrlng on or alter 1/1/98 will be exempt Irom Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (....)IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent make a transler and: x a. retain the ule or income of the property transferred, ...............,....................................... x b. retain the right to designate who shall use the property transferred or Its Ineome, ............... x c. retain a reversionary Interest; or ................................................................................... x d. receive the promise for life of either payments, benefits or earei ....................................... 2. If death occurred on or before Deeember 12, 1982, did decedent within two years preeedlng death transfer property without receiving adequate conslderatloni If death oeeurred alter December 12, 1982, did decedent transfer property within one year of death without reeelvlng adequate consideration' ,.... 0............. .............., ..If.' ..... .....,.... II.... ........ ......... ....... ,.. ........... x x 3. Old decedent own an '10 trust for' bank aceount at his or her deathi...................................... x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. , , nY-lsoti.. (J.l7) . SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Pleall Print Dr T e FILE NUMBER 21-95-397 COMMONWEAltH o. 'lNN,nVANIA INHIIITAHCI 'AX InUIN IUIDINT DleIDIN' ESTATE OF Evelyn H. Wilhelm (All p,operty Iolntly.ownld with the RI,ht .. Survivorship mUlt b, dl,d...d on Schldul. PI N~~~ER DESCRIPTION VALUE AT DATE OF DEATH 1. SnBll clock 2. Old chair* (*decedent died in retirement hare and had few personal items left.) 3. Items at Dauphin Deposit Bank and Trust CO.: a.) C. D. #800040G330 b.) Int. accmed on a.) c.) c. n. #8000406810 d.) Int. accrued on c.) e.) C. D. #8000406829 f.) Int. accmed on e.) g.) C. D. #8000406950 h.) Int. aeemed on g.) i. ) Olecldng J\c:count #0090381505 j.) Int. accmed on i.) (see letter attached) 4. Estimated refund on Pennsylvania incaTe tax $ 1.00 $ 2.50 $ 40,000.00 $ 154.19 $ 40,000.00 $ 191. 78 $ 40,000.00 $ 191.78 $ 40,000.00 $ 44.49 $ 17,991.80 $ 12.60 $ 100.00 ., S 178,690.14 IAnGch additlonol av.- )C 11- ,h"'1 If more Ipac. It n.,d,d,l .,.' '>'.=-. ..-. ~ 4gh""a D Dauphin Deposit Bank and Trust Company MAIN OFF1CE: 213 MARKET SmEET, HARRISBURG, PENNSYlVANIA 1710\ 711-255-212\ Decedent Confirmation Name: Evelyn H. Wilhelm Social Security No.: 042-26-3969 Date of Death (000): 05/10/95 Account No. 8000406330 8000406810 8000406829 ------------------------ ------------------------ ------------------------ Type Date Opened or Issued Cettificate of Deposit Certificate of Deposit Certificate of Deposit ------------------------ ------------------------ ------------------------ 08/19/91 08/15/91 08/15/91 ------------------------ ------------------------ ------------------------ Date Closed or Matured 08/19/95 (Maturity) 08/15/96 (Maturity) 08/15/96 (Maturity) ------------------------ ------------------------ ------------------------ Date of Death Balance $40,000,00 $40,000.00 $40,000.00 ------------------------ ------------------------ ------------------------ PLUS Date of Death Accrued Int. $154.19 $191. 78 $191.78 ------------------------ ------------------------ ------------------------ Joint Owners (if any) None None None ------------------------ ------------------------ ------------------------ Date of Joint OiInership ------------------------ ------------------------ ------------------------ ------------- ------------------------ ------------------------ ------------------------ Special ConInents: N/A Additional information availabl. at 120.00 per hour. One hour mini~um. Data Prepared: June 26, 1995 Prepared by: Carolyn A. Berkebile Customer Management Information Dept. (CMI) Telephone No. (717) 255-2054 Page 1 of 2 For~ 00-020-210 (REV 7/93) ; :j DAUPHIN DEPOSIT BANK ^N() TRUST COfloWANV. HANNI'.oiUUNG. PENN!!'t'1 VANIA 1'^.1 PAGE No, 2 of 2 To Charles E, Shields III Name: Evelyn H. Wilhelm SSN: 042-26-3969 000: 05/10/95 Account No. 8000406950 0090381505 ------------------------ ------------------------ ------------------------ Type Date Opened or Issued Certificate of Deposit Checking ------------------------ ------------------------ ------------------------ 07/03/92 11/01/72 ------------------------ ------------------------ ------------------------ Date Closed or Matured 07/03/97 (Maturity) ------------------------ ------------------------ ------------------------ Date of Death Balance $40,000.00 $17,991.80 ------------------------ ------------------------ ------------------------ PLUS Date of Death Accrued Int. $44.49 $12,60 ------------------------ ------------------------ ------------------------ Joint OiIners (if any) None None ------------------------ ------------------------ ------------------------ Date of Joint OiInership ------------------------ ------------------------ ------------------------ ------------- -~---------------------- ------------------------ ------------------------ Special Comments: N/A Additional infor~ation availabl. at $20.00 per hour. One hour minimum. Date Prepared: June 26, 1995 Prepared by: Carolyn A. Berkebile CUstomer Management Information Dept. (OMI) Telephone No, (717) 255-2054 U\lUIlII'11111 ESTATE OF ITEM NUMBER Ploalo Prlnl or Typo FI E NUMBER 21-95-397 . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COMMONWUmt Of P(NN~'f'lVANIA INHEAIlANC[ fA_ IlnUIIN RUID(NT DfCfDENr Evelyn H. Wilhelm DESCRIPTION A. Funoral ExponlOl' 1. 2. Neill Funeral Hare, Inc., Canp Hill R. J. Ra"nberger & Sons - lettering 1. B. Admlnlllrallvo Calli. - 3394 2. 3. 4. Penonal Reprelentatlve Commissions Harold E. Social Security Number of Penonal Representative: Vear Commissions paid zi.mnernan 184 - 12 Allarney Fees Charles E. Shields, III Family Exemption Claimant N/A Addre.. of Claimant at decedenl's death Street Address Relationship City State Zip Code Probate Fees and short certificates 1. C. Mllcolloneoul Expenle.. 2. 3. 4. 5. 6. 7. 8. Advertising CUmberland law Journal Advertising Metro-West Ed. Filing account' (estirn~) H & R Block - close-out and fiduciaIY inc. ret. Rei.nt>urserrent - sending certif; nailings, etc. (estim.l Filing inheritance tax return Additional probate fee TOTAL {Also enter on line 9. Recapitulation} (If maro Ipaco II noodod, Inlort oddlllanallhooll aFlamo Ilzo.1 AMOUNT $2,807.00 $ 134.25 $8,147.60 $8,147.60 N/A $ 223.00 $ 40.00 $ 55.45 $ lOO.OO $ l75.00 $ 22.00 $ 15.00 $ 35.00 519,901.90 If\l.UII"lhIUJI '*' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Ploa.o Print ar TV!!o FI E NUMBER 21-95-397 COMMONWIAlfH Of 'INN'nVANIA INHllltANCI IAI I"UIN IUIOINr OlCIOfNI ESTATE OF Evelyn H. Wilhelm ITEM NUMBER DESCRIPTION AMOUNT 1. Alan C. Huff, D.D.S. - dental services Nessiah Village - close-out charge, including phanraceut1cal bills Dr. william W. Young J\ddit1onal personal incare tax (estlm.) NCNE 2. $ 10.00 $1,139.53 3. $ 65.94 4. TOTAL lAlla ontor on IIn. 10, Recopltulotlonl (If more 'pace jl needed, Imert addilional .h,,'1 0' lome si,e.J $1/215,47 U;,\SIUh IU') ESTATE OF ITEM NUMBER ITEM NUMBER ~ CQMMOHWIAUH 0' '(NN,,,VANIA INNllll.....CI lAIC .nUIH IUIDINID'ClDeHl SCHEDULE J BENEFICIARIES FILE NUMBER Evelyn H. Wilhelm 21-95-397 NAME AND ADDRESS OF BENEFICIARY RElATIONSHIP AMOUNT OR SHARE OF ESTATE 1. A. Taxable aequlIls: (note: William 1. Wilhelm predeceased the testatrix) (note: the dianond ring lrentioned in parag. 4 was given to Janes Wilhelm on Nov. 10, 1991 according to records in ITt{ file) Mary Snyder, 1512 l'klod creek Dr., Mechanicsburg', PA 17055 Bobby Snyder, 1512 l'klod creek Dr., Mechanicsburg', PA 17055 Constance W. Colemm, 4000 Narket St., camp Hill, PA 17011 Janes Wilhelm, 3616 Reading Crest, Reading, PA 19605 J\nna Wilhelm, 109 Charollette Ave., West tawn, PA 19609 Harold E. zimmerman, 702 S. York St., Mechanicsburg, PA 17055 Doris L. ZInmernan, 702 S. York St., Mechanicsburg, PA 17055 1/7 1/7 1/7 1/7 1/7 1/7 1/7 2. 3. 4. 5. 6. 7. B. NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE a. Charitable and Governmentol aequellS! 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AlIa enlor on line 13, Recopllulollon) S III more .pac. f. n.eded, In.ert additional .heet. 0' .om. .fze) II>:;T,,)I) 1,1._h11IL'n;:;'l'MII';JI'L(lJ'-.IM;J,iIUI._llll.III;111 1, r~VI:I.VIl II. \HI.ln:U1, ur tho Durough or cRmp 11111, cUlIllly uf Cumhorlnn1l, omJ Comlnollwonlth o[ ('onnnylvnnln, bo111'J or nutlllel RIIII c.l1npoolnq mlnll, lI'1ornury RUU unllorntnml1l1(J, tlo milko, IlIlhllull nUll l!cclnl'Q th I n tu ho my I.nnt: \~ 111 nnll 'I'onlnmnnt:, hornlly l'nYflk I WJ Rnl! mAking void nIl rormor Willa hy mn nt nllY timet hnt'Qlo(ol"" mnllo, 1. dll'uct. lho pnymont ur nil my lUfll c1nhtn nllll runnrnl mcpOI1ROn nn nool1 nn convonlnntly mny ho nHol' "'v .tnu,.nn". ~. hIl tho root, l'unit1un nflll 1'01lt"llIllol' ur "'Y I:"lnlo, parsonAl RIIlI ml)(ocJ, whnlnuoYf1t. RllIl Wh"I""IIUflynl' n Itun'.., dovinG AmI hoquonth to my huuhnlltl, Wlllln", 1. Wlll1..lII" rani f IllY", :t. In tho Qvant, huwnvIJI', thnt fit)' ""Ill IUlllhAltl1 "hUll III prodeceaso mo 01" shoull1 din nl: nhuul t,lIn IlnlllU '1m" II" I Ilu, "uuh DB In n c.JlnaRtor common t.n hnth nr un, .,Iv", Ilnvll1n nflll bcrluonth my nnlc.J r.nl:nln lo Lho rnllowlllfJ prnflfJlln ~11 111111,,1 nlln"""1 Hohart SI1\'tler, I1nry fil1\.lIor, CUllnl" (:01"1"011, 1".1"111 ~lrnmnrn,"I1, UnrohJ zimmerrnnn nlld .Jnmnn 1-11 1111-1 lit. ~ . JnmOfJ 1-I11110lm In Lo trot: my hunlllHlIl'n II 1 nmllll\l 1"II1IJ In addition to his share or tho onlnlo. 5. 1 nomlnnto, oOllnl:ll:\llo "11I1 "ppnlHt 1101'0111 H. v. ltnmn I'mn II , to bo tho F.xf'lcUlor or t.hln, my I.nut UIII 1U111'I'nl1tnmnnl.. Ir hn "lIould prollnc:ol1nn mo, 01' ror I\"Y nlh"r 1"11I1111111 1m unnhlo tQ not nn Ex('cutor, "1'l'ullll t1tnVtJlI ~11"m"nn/1n, to 1m t.ho J~xm.:ulul' In hln plnco nlld IIlontl. rill t h".. d l,'Ul1t I hnt t.hoy fllln II nol 1m roqllll'~ll tu '110 hlJllll 01' nth".. rlfHmrlty In t.ho orrico of tho Ilol})otor of IHIlII fIll. tho "nt'"ullo of IHlmlllllll:orl/1l} my t:..tnto. r" I ntlUuJI"I"u nwl cnTll'flWnl" mv pnt'nrmnl t'ol'ronontntlvo, In hio Dolo nl1ll nhntJ1Ulo dl'ICI'nllflll, tu 1IIII'cllnno or olhorwino nequiro .-...-.. --.. .._--..._-----_.~~.-_.._----"...._._-- ..' .,. . .' and rota in any invostmonts or which 1 dio Doizod, or OilY l'on1 or pornonnl property or ony nnturo, to Boll, IOROO, plotlqo, mortgnge, tranofer, o)(chnngo, llIo(lono or, or gront optiuns in rogard to OilY or nIl proporty oC ony klnc.l rorming n pnt"t DC my Entoto (or nllch torroB nnd nueh pricon nD ho mny doom nuvinnblcr to borrow monoy Cor ony purposos connoctOlJ with tho protoction Bnd pr:ooofvntion oC my Estnto, to mortgago or plodgo ony ronl or personnl property COl.tdng n pnt.t DC my Estato: or to JoIn in or secure tllo pnrtltion DC nRmol to compromIso allY clnims or llomnntln oC my Estato ngainst otl10fO or or others against my Estater to mnko dlstt"lbutlon In kiln) nnt] to COUSQ any shore to bo composed of coah, proporty In ul1l11vitlcd fractionnl shores in property diCferent in kind Crom any other shora, Dnd to execute anti ueliver ouch instruments no mny be necessnry to corry out nny of those powers. 111 \U'I'IIEGS HIIEHEOf, 1 hnve hereunto set my hnm1 8m) senl this I:iJL dny of tlnreh, h.D. 1991. . S;;Jr .#, "J~..v (SEhJ.) Signed, nenleu, published and declored by tho above-nomed F.VEL'i'tI II. UI1.lIEUI, ns nnd Cor her I.not Hill and 'l'ostnment, in the prosence or un, who nt her rOIJucot nnu in her prosc-nco, om] in tho presence or oneh other, hove hereunto subscribed our nomos DB witnesses. &tu&L/L~c -E./J-l;o.JJ. ~~) J ~ uJ.. a~ Wi..eM.,.. /;. 'IPVS<. ~~~ Q"O'1J, 3 u.k..,.... .31'LI~' ~ ~rJ ;/J. ?/...'Ju.t.....; "'.~.,~: t(~ ~titlo ~ ft.J.r B. cJ;~ 2 Ii o..';',:;:v,\;...,I'. " , ..' ,'~1 \ ." -I04DHflf , ...- --, .- ....... _. - . .----- - -- --- - ---- -- - -- -- --- - ~- -. - '. - -- -- - -. --- - --- -- - -- -.- , . I t.~, O'AA082380 COMMONWEALTH OF PENNSYLVANIA NO. , DEPARTMENT OF REVENUE OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX . '.i\ln62u,..'j, RECEIVED FROM: ACN ASSESSMENT P:' CONTROL 1;1 NUMBER AMOUNT & SHIELDS CHARLES E III e W MAIN STREET 101 .8.63:5.91 MECHANICSBURG. PA 170:5:5 ESTATE INFORMATION, S FilE NUMBER 21-199:5-0397 S NAME OF 1Hf.~~lM (It'YEL VN H II DATE OF PAYMENT iii 12/0719:5 n POSTMARK DATE ... 0/00/00 COUNTY CUMBERLAND 'OIDHflf SSN 042-26-3969 (FIRST' (MI) DATE OF DEATH 0:5/10/9:5 REMARKS HAROLD E ZIMMERMAN .8,63:5.91 l,;W m TOTAL AMOUNT PAID SEAL CHECK" 106 REGISTER OF WILLS RECEIVED BY 't; .'., ./ , '"" <'..I . .',!./ $1 NAU E \, V MARV C. LE IS :::r/,'U'/jc,,,t/~' REGISTER OF WILLS ' r , '"' -~7~~--__________~_____~~______________~___~__~__ '''.i. ... ... . / ,. . . , . - , --.' r~ _ _'fill""..... -~: , . " --._---.~~al:lcI. : .. -)----. \ 111/1 'JIIIIl~ I' 'J.tl " 'J ( ~~ IX:&"'),:~\ '''''HU,v,.. .._, . .J :, ,. ',,> ) . l.__ ran OATES or DEAlII ArUR 12131/91 ClUCK IUn IT A SPOUSAl POVERTY CRwn IS CLAIMED J c I, FILE NOMaER INHERITANCE TAX RETURN RESIDENT DECEDENT COI.\I.\""",,^,II' or """"IVMII^ (TO BE FILED IN DUPLICATE UfrAA;II.I(lH Of R('WftlUE ~1 cJr.; 197 "^",,Itlf~. ~~J\~I"Ot,OI WlTJi REGISTER OF WILLS) COUIII. coIn. '. _ ..d. ._., u__.ll~MOI '111-;-'-111~'I'~ 111.-1.11 -11^;,~fii'\f~;iill;ji:jiii,tjii;Aij' h_. - ~- . ------~--- --..-.-- iii7riifijF\iOMtiiifMiiiiE~- _'.___ ___.._ ~ )Ie:!;cn u"">< ...~u "''''9 ug:m ~ cr: , 0- "'z ...~ ""'" ""z 0", u~ z '" 6. ;:: ::s 7. E ~ 8. cr: frl 9, "" 10, 11. 12. 13. 14. -----. 15, 16. 17. z '" S 18. => 19. ... :s 0 u >< 20. ~ 0- ffi f;l L> "J '" I'IIIIIEIN, /WEI.YN II. !>OCiAid-if.u.i'ijr'U"9'/-. - - - 111"11 i ,I IJIAII. IhAll (II 11111"1 Ql-;,,:G-j%'l !3-10-<J!3 )-:13-J2 (I.",,, A' II ~'J""rl". H,"J\1 \ IIA'" IIt\1 I'" .." " [" .... ,',.., tAl ~~(I/I"^II' 1111'.'1\111 N,~^_ _,_, ' I I J 40. Fulurrt Inlorell Compromise (ror dulln 01 dealh aflllr 12.12.92) Decedent Died T ollale I. J 7. Oecedenl Malnloined n living T 'ust IAllach cop)' of Willi IAlloth copy of TrUll) ALL CORRESPONDENCE AND CONFliiiiiiTii'L' TAXINfoORMATioNSHOULO BE DIRECTED TO. 1~^M[ - C:i7loiriin Mllijij'G AVDius 5f10UI(11 rronden Iror dal.,s 01 dnntl. ohnr 6.30.Q.t1 S~D lnll/utlions 'or Ar,pl/coble Porcnnln[Jn on Rnl/ono liS} Side. Ilnclude valulS rom 5chndulo K or 5c1wdulo M.I AmoLlnl of line 101 lalluble 01 6% rulD (InclLlde "Dlues from Schedule K or ScI.odule M_) AmOLlnl of line 1.4 ICllUbl1l 01 15% rulo (Include valullI from Schedule K or Schttdule M.J Principal loll. due IAdd lOll ',orn lines IS, 16 and 17,) Credih Spoulol Poverly C'f1dil Prior Po)'monh Oiscounl Inlnlell o + ,$,~:z.,_IlQ!!.,5n +_$__75_0_.00 --.9,___ Ll 1. Original RelLlrn [] 4, Llmiled Eslalt 06. ;.;x 7 ____Qlarle,;...!l. Shl<<;!,l,ll<3I.,I.lI HllPIlUtH'lUMUA -L-7~1 I 1. 2. 3. 4. 5. 76G-0209 -----. ..--.- --~~- Real Ellale (Schedule AJ Sloch and Bonds (Schedul. OJ Clouly Held Sloc~/Parlnenhlp Inleresl (Schedule C) Morrgog.s and Nol.s Rec.lvable (Schedule 0) Calh, Bonk Depolilt & Mhcllllaneous Penonal Properl)' ISch,dul. EI Jolnlly Owned Propecty (Schedule FJ Tronllen (Schedule GJ (Schedule l) Tolal Gron Aneh (10101 L1n" 1.7) Funeral Expenses, Admlnlllratlve COlli, Miscellaneous Expe"I.s (5chedLlle HJ Debls, Mortgage LIabilities, liens (Schedule IJ Tolal Deducllonl (10101 LInes 9 & 101 Net Value of Eslale (lInp 8 minuI LIne III Charitable and Gov"rnmenlol Bequesll (Schedule JI Nel Value Suhjecllo Tall IlIno 12 .!.'l~~~o_~.~,I... SUPl'lPIMlllul Relurn 100 HL. ^llclI Drive ~'edl;lIlic!lIJLIl'", (Ul'l'or Allen '1\"!,.) I."""" ClulI!JcrlLlntl ,J^""~"j"IU~;;;~,,,:''':~~~~:I_~~=---~=~ , _ [] 3. [J 5. Remllinder Relurn I'or dales of dealh p,io, 10 12.13.0~ Foderal Estal. Tall. Relurn Requlll~d _ B. Jolal Number of Sare Deposil BOllcs 2 1'1. ~1nJn Street HcchilnJcsburg, p^ 17055 o ,)' II) '__"_'______,_,' 121__ 0 13) 0 o (4) ___ ___._'__..__, (51 _ .~;L2Q&!l.Q"JA____, o 161 "----0------- 17) __'____u_____ '$l78 ,690 .14 (91 _LL9..,.!l).l"..9,O____.._ (10) __L..1,J!~_0.8L___ 181 (II) $ 24,802.73 (12), $153,887.41 ___ o (131 ___________,__ .....'___u..'.'_____..u_____ J14)-=,~~~3 '-~~?' ~~__ NONg D NONg x. I'I.) NONE $,l~3,IHJ7 :4,1__.. )( .15 = )( ,06 Q NONJL._.,,_u, $ 2),083.11 --- - .--. -.-------------. .. (171 (IS) $ 23,08).11 If line 19 Is grooler Ihan line 19, enl"r Ihe difference on line 20. This h Ihe OVERPAYMENT. II O.II4:T:!':1~".....,_.J,u....'.....III,II...':...,'ItI1':'r.l':'I.'J:.HI_..'J,"~.J.."hl OAf( 1"/>-6/'15- GAit .. II 2 1'1. t,t., ill SL J ~lcehilnie!J);ur(l, I'^ 17055 -- ---+---- -------.--.- ----~- .._-~-- . Act #48 of 1994 pravldal far tho roduellan of tho tax ratollmpasod on tho not valuo of transfors to or far tho UIO of th. IpaUIO, Th. ratol 01 pr.lerlbod by tho Itatut. will bOI . 3% (.03) will b. applleablo far 0110101 of doeod.nts dying an or allor 7/1/~ I and bolaro 1/1196 . 2% (.02) will b. appllcabl. far .1101.1 of doe.d.n" dying an or alter 111196 and befar. 1/1/97 . 1% (,01) will b. applleablo far ollalel of deeedenls dying an or aft.r 1/1/97 and bofar. 111198 . Spaulal Iranlfen occurring an or afler 1/1198 will b. exempl from Inhorllance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (...) IN THE APPROPRIATE BLOCKS. YES NO 1, Old decedent make a transler and: a. retain the use or Income of the property transl.rred, ....................................................... b. retain the right to deslgnote who shall ose the proporty transferred or Its Ineome, .............., x x c. retain a reversionary interest; or ......"........................................................................... x d. receive the promise lor lIIe 01 either payments, beoellts or care9 .......:............................... 2, II death occurred on or before December 12, 1982, did decedeot within two years preceding dealh transFer property without receiving adequote conslderatlon9 II deolh occurred alter December 12, 1902, did decedenltransFer property wllhln ooe year of dealh without receiving adequale consldoration'..................... to.... ............ to....... to.......oo.......o... ........ ......... ............ x x x 3. Old decedent own an 'In trust lor' bank aceounl at his or her death9...................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ""VI'""I. 11'11 ~b I SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Plea.. PrIll I or Type fiLE NUMBER n 21-95-397 COMMOHWI"'lIIt or PlH'l\n"''''''I'' INUIIII"H(I '''II IllUltl USIDlIlIDfelDl1II ESTATE OF Evelyn 11. Wilhelm ITEM NUMBER DESCRIPTION AMOUNT 1. Please see photocopies att.,ched hereto of the folla.-/ing: a) originallY submitted return b) photocopy of stntClOOnt from Dauphin Deposit Dank of 5-24-95 Please llXlk at original schedule E onll the original letter fran Dauphin Deposit Bank. 'll1ese sha.-/ a date of death value in the account in question of $17,991. 80. 'Il1e staterrent of May 24, 1995 ShCMS a check clearing on May l2, 1995 (*3711) in the arrount of $3,G75.3G. 'll1is check is not reflected on Schedule H nor Schedule I as originally filed. Upon double checking all of our Hgures we lliscoverecl that this was a draw against the account anll hence a debt due anll paying to the payee of the check. ' l\ccordingly we I1CM arrenll Scheclule I to ShCM this arrount of $3,675.36. We are also paying $10.00 to file the supplemental inheritance tax return. 'Il1us making the c:orrbined exenption adjusbrent $3,685.36. 'Il1e tax rate on this \~as 15% for a refund request of $552.80. TOTAL (AlIa enler on line 10. Recopltulollon) $ (II mal. spoc. is needed, inle,' odd;lionol sheols of sam. Jiz..) tOMMQtIW(^UIl or rJtltl!l;Y1VAtlIA lfllllRlIAtlCf '^)lII(I"lltl _~!~I~HUI U1.Lrlll!lI. ESTATEOi'- . tl~ 1\1\ t, t 1'''1 ITEM NUMBER I~ ~~~ SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCEllANEOUS EXPENSES Evelyn 11. l'Iilhellll Plea.e p.lnt or Type ]nF1tE'RUMBER .. 21-95-397 AMOUNT DESCRIPTION A. Funeral Expen.... 1. B. 2. d. C. 1. 2. 3. d. 5. 6. 7. 8. 1. Admlnl.tratlve Co.h' Personal Repre.entallve Commission. Social Secu.lIy Numbor of Porsonal Ropro.onlatlvo: Yoar Comml..lons paid Allarnoy Fo.. 3. Family Exomptlon Claim ani Addro.. 01 Clolmanl at decodonl's doalh Slrool Addre.. Rolationshlp Clly 51010 Zip Codo Probalo Fo.s Mlltellaneaul Expon..., Supp1errental inheritance tax return $10.00 TOTAL (Also onlor on IIno 9. Rocapllulatlon) (If mare .pace II needed, In.ert addltlonallheetl of lame II.e.) $ 10.00 run U^IES llr UIMII Mun 11/J 1/91 Wlel! IIIr If ^ Sr01J5^l rOVlAIY en 1011 IS C\^IMlO I I r1UNUMDlR ., 21 Jl/~' I~"~ rlt, II 'Ul '4 I~Jt),'~, .....,,(/Y~ CUMMI)IIW(^llllor rltlllhlVAlIlA flfrMIM(tt1 or R('t'(tIU( UU'I 'II11MII llARIl'~IHIRU. tA lIlll! Uf,ol =_7":':'-':;';:::;"::" ~fti~iijit,iA~i(ii;.~t~-r,ii,i- i,iii"i ;.itl'l..i 1Iltit^11 INIIEIl11ANCE TAX IlElUHN IlESIDENf DECEDENT (TO BE FILED IN DUPLICATE WlTti REGISTER OF WILLS) ')!j 397 vr ^" IllJMhf - ----_._-_._~------_. _.___.._.. _._u..__~___. UHlllty cour _.-..;.- - '-~ - rlu i III iir, It,i.iMfii ),fii,ii~.. ..:....:-. JOO NL. ^U,," Drlvo r.lochillll<::lblln.l (1l1~J('I: ^ll(m 'Jw}J.) """"f e'II11lrol'lnllt! :":"n~I;!~~iqiti_:'i:iij~rIUiiil~~~ ---- --. UJ. r-)5. (~o. ToICll14umber 01 Sol. Depoll! 80JtIl\ \'/lllII':lN, EVI.:I,WI II. ffi \ocii.t Hciiili,iilii.iiii------. -111^ii (1; il."i" .. .\'...' "j ",j" ' m 042-2(j-3%') ~)-lO"'Jr,l-n.l;'> ___~_. ,~i;,.,i,ill,,;,;'::~~~'....:".., .'", ..", ..""..i ".,..". .I'O''''\I'''I~;~~HI..:'', " ~ ~11. Orlylnnl Rill"'" I I 1 SUPl'lnnutlllul Relurn t1it:: I I wa.U 0 .t. limited Elloll Act. rul"'n InlerrtU em"l"n",!s" ;ca9 (IOf tlf'lnl nl drlulh ullru 12.12.81) u"'", t &<1 6. Olced",,1 Died lfl'lnht r I 7. O~utll..nl MnilllllhlPd n U.,iny T fUI' IAlIoch [nfly of Wl1Il IAurlch (Ory lit fltut) -.-- -All COiiREsPONDEtkE A;.i,,-cONFIDENTiAi TAX INfoRMATioN 51ioiiioBiiiiRECTEll TO, . t- iiAMf ----------- . - ------.--- ._.- i:'J;~fliii ;.t;.iiiii[O,iifiiiiLr---- ::l15 .", Charles E. Shiellls, 111 B~ mffiiOiifiiliMII. -------.- ---'-'--- R'!ftlnhU'lIf Relur" Ilnr dulel of deallt prior 10 12.13.0'1 Foderol Ellole To", Return Rt'flvhed 2 \,/, ~hill Street Her:hnnicslJurg, p^ 17055 ( 717 I 7GG~209 . . -.(; ,',~.~~=n=-=' .o_~=:':' (21 _,____----.!1__ 13' -------8 (4'_._ .._..,._."..___...__ (51 _,!,';Un,J;9.!l..l,4--.._- I. Real !Ilole (Schedule ^I 2. 510[1, and Bond. ISch.dule BJ 3. Closely II.ld SloddPorlnenhlp Inl"'" 15theJute q 4. Morlgnge. and No"" Recel...ohle 15c11odullt 0) S. COlh, Bon~ Ollposih & Mheelloneoul rfl"onul r,opltlly (5ch.dule EI 6. Jolnlly Owned Properly ISdutdulo n 7, Tronlle,. 15thedule OJ 15theduleq 8. Tolal G,on Auels (Iololllnell ,.7) 9. Funeral bplnses, Admlnhllolive COlh, Miltcllonl!C'ul hpense. 15thedul, It) Oeblt, Morlgage Uabililies, Urnl (Sclledulft II Tolal Deducllons (loloIUne. 9 & 10) Nel Value 01 e.lale (line 0 minus line 1') Chafitable and GOVllrnmenlal 8('(luelll (Scluulvle Jl (hl....,___...._,_Q___ o 17' _'_" __-'-"_'-_- 191.._ $l9!901.90 (101 __,$.l.,2J,!1,.1J___ z '" g E ... .. fd '" $17B,G90.l4 181 10. 11. 12. 13. 14. 15. $ 21,117.37 1''''1 -n57;572.77---- 12 _ o (13)__ II~I $J.57 , 572.77 Nel Value Suhied to Toll. (L1nlt 12 l1\iIlUI~~illo 1:!L___~____ Spoulnl Trnn.lltll (101 dnles 01 tlnol" ohrr 6,30.9"1 Seelll"'Uttlonl Inr Ar,,,ticohle rnlrolllnu" on ""....."" (l~) Side. (Intludo ~olulll rom Schedule K 01 Sthl)dulo M J 16, Amounl of line 14 IOll.n!Jh. nl Mb ruin (Indude 'Ialuel ham Schedule K 0' Sdu~r1ule M.l 17. ^mounl 01 line 1-t l(u:u!J11l ul 1!:r% 1<<1'" Ilnclude 'IalueI flOll1 SdullJulo K C'f Sdll!t1ulo Ml 10. r.lnciJlullu. due I^tld Ilta llOrn limn 1.'J, 16 unrll/l 19. ClIdas Spoulol ro""ul)' Cunlit l'Ii,,, rU~"Ulllh UiU.nuIII _._.._!!.._,... ,_ + $14 ,2~Y~00 + $"/50.00 ._llQN~_,_-..--- Nlll~IL.__.. _____M. _..a NCX'lI~ .. -.... ._._.~----------' IlU~II': u)c .06. (161 $ 23,G35.9l -'-,-,---------_.. $1'j,'1,5?2..~!'/ ._..,..M ,15 a (171 $ 23, G3!j, 91 "" '" fi ... :> ... '" '" u S 1101 (191 .~!~!.Q&~~~.Y___.._ 120) -- --------- 1211 _~_I!OG35.?1_- 121^1_____ 12181 ,__L_n.t.(i:12".~__ Il\lItlos' o 20. II line 19 II o'onlfn ,hnn UIllt 18, "nl", Ih,. dilf,lIf1nrn on linn 10. Ihh I, .11" OVERPAYMENT. aD C.t ,alp II you b'. l.ljuWllI"U h I. U" 0' y.UI hUIt hyrno"l. lI11n. 181. gr.ole, Ilton line 19. "nln, .h" differ.nul on line 21. TIrI.II tint 'AX DUE. A. Enl., Ih.lnl.r"sl on Iho bnlance duo Dillin" 21A. 8. Enl'r 111110101 of lInl!l21 olld 21A on line 218. This II the DALANCE IJUE. Molt, Check Poyab~! '_ol_~.!91..'!~!_."'~_~lIh!_~.gltll~__.._.___~._ __ ..._ _..~_____ _.m ___ 21. .. -. jO. ~ BE SURE TOANSWER'ALL clliESTioNS'ONREVERSE"sioE'AiiuTO'RECiiECKi.lATii---< -<- U;lli~'.-i-);~~i,r;'~;P;;i~'y'Tti;;i';;~'li,~Ti,;,-;(t-'': ~~;,;,i'I'~li -11;i, I t""'~: in{'u~.ii;111- '(l~~n'~'-I;~-'~ ~ing-"il"cft,i",' ;1;;lf~i~;iplI;~-;;il~-~.;.i It;-ti,l' I;~-;t~~i 7nyi.;~;i;Jo; 'n'llrhniiO!! II h trUl', tnlf"rJ and comr!l'le, I dflc1o," ,lInt nil '"01 ,,\In'" lUll b".,n "'pollflll uI IIU., lIIol~"1 'Iuluo. Uec1orolion 01 "'flpmer 01111" Ihon IIltt pellonul rctflrelenloll'lo i baslld 011 all Inlormollon 01 which prflparer 1.01 Dny ~n('Jwl"dU(t, sl~Tiior;:i"o;~rliiinorfiiiiioiITuiil ^i.l[iiii~~..~-.'---'-'--------' ti.~ ~2. _ 702. R. Vorl: Ht., ~l('dlill1l.csIJllICg, "^ 17055 5IOI;,i,fUifiirrtl;Aii wi- "iiiA '(PIli~jjAii""I---.----^I;I;tii;\ _._----.- __..______._~_._~______~M__. &':U..tuL ; _~i{.;(.;d5.j}.-.2. \'1. r.t>I.)!_l;t,,_t1l2d!~1I)1~~I!h~gLJ~~_~7.Q~~__ VAif 1,;z.-C,-9.5 o;..i(------ __~U..L- " i Ad #48 011994 provldo.lor tho roduclloll ollho 'ax ra'o, hnpo.od 011 Iho no' volu. 01 lIallsl." 10 or lor .h. UI. 01 .h. 'pOUI.. Th. ralol 01 pr.,erlb.d by .ho ,'alul. will b.l · 3% (.03) will b. opplleablo for 0.10101 01 docodollh dying 011 or af'or 7/1/94 and b.lor. 111196 · 2% (,02) will bo appllcablo lor ..1010. of doe.dollh dvlng on or alt.r 1/1/96 alld bofor. 111197 · 1% (.01) will b. applleablo far ollato. of docodollll dying on or alt.r 1/1/97 alld b.lor. 111/98 · Spoulalllansl.1I occurring on or alt.r 111198 will bo ox.mp' from Inhorltanee 'ax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (.....) IN THE APPROPRIATE BLOCKS. 1, Old d.c.d.nt make a Iran.lor and: a. r.'aln Ih. u.o or Incomo ollh. proporly tran.lorrod, ....................................................... b. r.taln the right to do.lgnalo who .hall u.o Ihe properly Iranslorred or II. Income, ............... c. retain a reversionary tolorosl; or ........................................................................,.......... d. receive the proml.e lor lilo 01 olther paymonl., bonellls or care' ....................................... 2. II death oceurrod on or bolore Oocombor 12, 1982, diu docodonl within two yoars preceding dealh transl.r properly wllhoul recolvlng auoqutJle con.lderatlon' II doalh occurred alter December 12, 1902, did docedonllransler properly within ona yeor of doath wlthoul reeelvlng adequate consldorallon9 .. ,........ I........ to......,....... to,...................,........ ......, ....... .,................ 3. Old decedent own on 'In Irusl lor' bonk occounl 01 hi. or hor doalh9....,..........................,...... YES 0 x x X X X X X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART Of THE RETURN. ESTAI E OF ....1'''1 SCHEDULE E :J CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY _ PI.OIe PIIIII or Type FilE NUMBER 9.'J~..9, '1.~ COMMOUW[AUII 0' rffHl\YlVAIIIA. INIIUIU^NCf t^X IlIIURN U'IOlm DICtDUIf Evelyn II. WUhe]Jll (All p,op"'y lolnll.,-owned wllh Ih. Right OrhfVlv~"hlr mUll ~. dl,cI;;;" on--S;;;~~;- Fl ITEM NUMBER 1. 2. 3. 4. DESCRIPTION Small clock Olll cluiir' ('llece<lent dieU in l:eUI:clllcnl: hOllle and hall personal items lefl:.) Items at Dauphin Deposit Dmlk and 'l'rusl: Co.: a.) C. D. HB00040G330 b.) Inl:. accrued on a.) c.) c. n. HB00040GBlO ll.) Inl:. accrueU on c.) e.) C. D. HB00040GB29 f.) Int. accnled on e.) g.) C. D. HB00040G950 h.) Int. accrued on g.) i.) dlecking I\ccount ft00903Bl505 j . ) Int. accrued on i.) (see letter atl:llched) Estimated ref WIll on Pennsylvania income tmc S l78,G90.l4 IAlloch additional oy,. )( II" .huh II more IPQC' I, n"d,d,) "'---"- - ---_. l..,"iIo D Dauphin Deposit Bank and Trust Company MAIN OrrlCE: 213 MAnKEr SIIlEEr. IlMmSnUno, PENNSYLVNlIA mOl 717-255-2121 lJecedellt GlllI f I rrno t i 011 Nome: Evelyn II. Wilhelrn Social Security No.: 042-26-3909 Date of lJeath (1l0D): 05/10/95 Account No. 8000400330 0000400010 8000406829 ------------------------ ------------------------ ------------------------ Type Date Opened or Issued cettiflcnte of ()erlOsi t Certificate of Deposit Certificate of DellOsH ------------------------ ------------------------ ------------------------ 00/19/91 00/15/91 00/15/91 ------------------------ ------------------------ ------------------------ Date Closed or Matured 08/19/95 (Maturity) 00/15/96 (Maturity) 00/15/90 (Maturity) ------------------------ ------------------------ ------------------------ Dote of Death Balwlce $40,000.00 $40,000.00 $40,000.00 ------------------------ ------------------------ ------------------------ PLUS Dote of Death Accrued Int. $154.19 $191. 70 $191.78 ------------------------ ------------------------ ------------------------ Joillt Otvners (if any) None None None ------------------------ ------------------------ ------------------------ Date of Joint Cmnership ------------------------ - --------- ----------....--- ------------------------ ------------- ------------------------ ------------------------ ------------------------ Special Corrments: N/A Addl tional tnro"mRtlUI1 AVAt lnble At S2U.OO per hour. One hour mint mum, Dote Prepared: June 26, 1995 Prepared by: Carolyn A, Oerlleblle Customer r~anagement lnfonnntion Dept. (CMI) Telephone No, (717) 255-2054 Pnge I of 2 Form 00-020-218 (REV 7/93) .'~ 'c.-. t~. , '! " ,"I"tIlN Dn'II\11 1I",..n; ^HI' lUll'" (11"'11""'0 I t,\Ill'I'..IIIIt1._ ""/N'.)I \'MH" . ,,^'" No, 2 of 2 I'"~ I III Charles E. Shields III Name: Evelyn If. Wllholm SSN: 042-20-3909 Account No. Type Date Opened or Issued Date Closed or Matured 1Xll): 05/10/95 0000406950 0090301505 ------------------------ ------------------------ ------------------------ Certificate of Deposit Chee/Ii 1111 ------------------------ ------------------------ ------------------------ 07/03/92 11/01/72 ------------------------ ------------------------ ------------------------ 07/03/97 (Maturily) ------------------------ ------------------------ ------------------------ Date of Death Balance $40,000.00 Date of Joint OYmership ------------ $17,991.00 ------------------------ ------------------------ ------------------------ Date of Death Accrued Int. $44,49 PLUS $12,60 ------------------------ ------------------------ ------------------------ Joint OYmers (if any) NOlle NOlle ------------------------ ------------------------ ------------------------ ------------------------ ------------------------ ------------------------ ------------- ------------------------ ------------------------ ------------------------ Special Oomments: N/A Addtttomll tnrormAtton AVft'lnble At $20.00 per hour. One hou,. mtnlmum. Date Prepared: JUlie 20, 1995 "/'opa/'od by: CarolYII A. Berkebile Customer Management Informal ion Dopt. (CNI) Telephone No. (717) 255-2054 .. ~ f. I I'''' ,~~ SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COMMOUW(AIIII Of r""UUV^"IA IUIlU"^"U IAX.( IUIII u,Afro~ ""0"" ~,u"r"'__,o=="""c"c, ~'"..=:==~=~.. ---- ITEM NUMBER A. Evelyn II. l'IUhe>]11I PI.al. Prlllt Dr Tv". o ;lle'NUMiliR 21-95-397 -----_.._.-._~---,- ------.------- DESCRIPTION ----~.__._----- I. 2. Fun.ral bp.II'''' Naill Funeral 11000, Inc., C<lllt> lIill n. J. ROllbergoL' & Sons - lettering B. AdmlnJllrollv. COIIII 4. C. I. 2. 3. 4. 5. 6. 7. O. I. ZJJ1I10L1n,n l04 - 12 renanel RoprolonlollvD Commisllons Harold g. Social Securlly Number Dr POllonal R.pro,.nrallv.: V.ar Comml"lan, paid - 3394 2. Allarnoy f.., OlOrles E. Shie1tls, III 3. family Exempllon Clalmanl N/A Add,." of Claim anI at d.cod.nr', d.arh Slreo' Add,." R.lallalll'"p Clly Slur. __ Zip Cad. Probaro fo.. onll short ccrHficotes Mlle.llan.au. Exponl". Mverl:ising ClDnbcrlantl I~,w Journal Mvertislng Nel:ro-Wcst I~. Filing aGCOUl1t.. (ostil'l:) /I & n Block - cloRe-out an.! fitluc101:Y inc. rat. Ue.irrbursellont - senlling ccrtifi laJ.l1ings, etc. '(esl:1m.) Filing 1nheritancc tax return McliUonal probate fee --.-------- -.. TOTAL (AI.o oll'.r 011 Ii no 9, Rotapllulallal1) (II mar. 'paee Is naad.tI, Ins8r' oddlllanallhloh of lam. Ilzl.) AMOUNT $2,007.00 $ 134 . 25 $0,147.GO $O,147.GO N/1I $ 223.00 $ 40.00 $ 55.45 $ 100.00 $ 175.00 $ 22.00 $ 15.00 $ 35.00 S 19,901. 90 """". COMMQ"WIAIIII 0' rllll"nV"UIA ItmUII"nClIAI"'U.t~ I"IOUH PltlPIUI Iwclyn II. SCHEDULE I l DEBTS OF DECEDENT, '<"" ~.O"RT~AGE L1ABILI~~~S A"ND LIENS Ploa.o Prlllt or Typo l'Illh~;;-~~"'. :.'....__.....m ~ ~===rFiiE~~~:~~J97 iiiAifoF IIEM NUMBER .__.~.".._.~.... ... -----------~._.~- OESCRlrJlON AMOUNT ._~.- --,._-----~~-.. I. l\1an C. lIuff, U.U,8. - dental sCLvlccs Nessloh Village - closo-out; charge, inclulllng phat1ll'lccutlcal bills Dr. William W. Young lItIllitiona1 personal income tax (cstilll.) $ 10.00 2. $1,139.5J J. $ G5.94 4. NOOE 10rAL (AI.o lUlie, on line 10, Recnrllulallon) Sl215.47 II' "'OlD "mco ;1 nllflr/lld, ;111..,1 additional 1'"Jols o( Jom. sI,..} mATE OF ITEM NUMBER 3. 4. 5. G. 7. B. ITEM NUMBER I. .....------..., .u,., I'''' 'j ~;fJJ. COMI,lOtIWIAIIIlO' '1II1IS'I\I&",,, INIIUUANCI I,U "'UI,., ""Olin Cl.eror,." SCHEDULE J I BENEFICIARI~ FILE NUMBER Evelyn II. Wl1hc]Jn .'-------.-.,-. 2]-95-397 NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE I. A. , o"oble Sequllhl (note: Nillirun I. Wi]J1Clln prc<.lcccnsed the testal:rixJ (note: Ule llirurond ring loontionc<.l in p"rllg. 4 was given to JlIJlK?S Nilhelln on Nov. 10, 1991 according to records in nIY Cile) Nary Snyller, 1512 IIbcxl Creek Dr., MzchanicsiJurg, l'^ 17055 Ilobby Snyder, 1512 IIbod Creek Dr., Nechanicsburg, 1'1\ l7055 Constance W. Coleman, 4000 Nnrkct St., Carrp IIUl, 1'^ 17011 Jrures Wilhelm, 3GlG Reauing Cmst, Reading, 1'1\ 19G05 Anna NilJle]llI, 109 dlorolleUc 1\ve., \'lest: lawn, P^ 19G09 lIarold E. Zimoorm:lI1, 702 S. York St., Mzchan!csburg, p^ 17055 Doris L. Z1nmenlUn, 702 S. York St., Mzchonicsburg, P^ 17055 1/7 l/7 l/7 1/7 1/7 1/7 1/7 --- 2. NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Chorllabl. and Governmenrol Bequeshl TOTAL CffARfTARlE AND GOVERNMENTAL REQUESTS (Aho .nl.r on fin. 13, R.copltulollon) S (II mo,. 'pan II n..ded, 'n.." addllfonol.h..,. of .am. "n) IJ.:I'I' 1111,1, Milt TI;:lTM\I:IIT_ PI'.IWI:I,Y1UI, - \/1 t.IIf.IJl I, I;VI:I,'illll. UII.ltI':lJt, ol' tho UtJl'ullfJh or COllI" 11111, county of l,:lunhul'lnll,l, nllll CUI1llllult\.mnllll uf l'ol1l1nylvnnln, holnq or lIoulul oml dlUJloninlJ J1dllll, IllOJlItll'Y nllll ullllornlnllllllll" tlu mAko, I'uhlltllt nutl doclnro thin tu ho my I.nut HIli olHI 'l'onLnrtlt'nl, horl1hy rovuldn(j nnt1 mnklwJ vult' nll furmo,' \H 1111 hy Inn nl nllY limn hOl'olurul'o mndn, .--.............--..,.----.-------.....-.. 1. tllrocl 1IH1 po1\'ln(l'l1l uf nil I"Y junl doht" nml runnrnl 0)(1'01\000 nn OOUI1 nn convonlonlly mt\\' ho ofLOl" my tloconno. 2. hll lIw I'ool. pOl'Ronnl nllll mixod, tnnlthln Rill' rmnnlnJor or my I~ntnto, ronl, whnlf1uovnr nnd whuronoovnr nilunt:n, 1 givo, lloviGO nm) 1J00luonlh La my huolmllll, Willinm 1. Hl1holm. J. 1 n tho ovont, howovor, lhnt my nn hi hUGhnml ohoultl protloconno mo or nhoultl tllo nt nhout tho nomo timo ns 1 do, ouch aD in n dlnnntor cornman tu hath oC un, 1 givo, 110VlBO nml boquoath my nnhl Entnlo to tho (0110w111g pOl'sona 1n equal uhnren: nOhel'\: fin\'.lor, nnry Gnyl1or, connlo Colnmnn, HOI'lo Zlmmormnn, lln,.uhl ?lll1JtlOrnlnl1 nntl ,lnlnC'!1 \lllhelm. 4. ,JoronU \H lhelm ln to (jot my hunhl1l1ll'n dlmtloml l.llltJ In n1Jditlon to hln ohare or tho OBtotl:!, 5. 1 l1umiunto, cOl1otltuto llIul flppoll1t IInrohl E. Zimlllormnn, to ho tho F:>coCUlOI' oC L111A, I~y t.not Hill nnd 'I'colomcnt, If he Hhould I't'f"!dnconnn me, or (or nllY othor I:onoon uo unnblo to not nn r.xocutOl', 1 nppolnl fltoven Zlmmol.mnn, to ho tho I~xocutol" In hiD 1'1nco nJllI ntond, further dlrout thnt thoy uhnll not hA rotlu 1 rOll to C 110 hanl! or olher occur I ty in tho Of Cleo of tho 1\0g1otor oC \'li110 Cor tho purpuRO oC nunlinlntol"il1q my f;r;tnto. G. J nllthnl~ 11.0 nUll nlllpOWOl" my pernunn 1 r..opronolltnt l vo, 'n 11 1 n oola nnd nhnoluta dl[lcrotlun, to purchnno or othorwino ncqulro ." .1.." 10> Dauphin Deposit Bg!.1~ WILLIAM I WILIIELM OR EVELYN II WILIIELM C/O IIAROLD E ZIMMERMAN 702 S YORK ST MECIIANICSUURG PA 17055 DATE rAGE 3 T ASK FOR OUR SI'ECIIIL /lOHE EQUITI' RATES CALL 1 800 637 9151 FOR 24 /lOUR APPROVAL C/lECKS C/lECK # DATE AHOUNT C/lECK # DIITE 3709 05-02 3.00 I 3710 05-04 DENOTES GIIP IN C/lECK SEQUENCE NUH8ERS TOTIIL NUHBER OF C/lECKS 3 HISCELLIINEOUS DEBITS IIHOUNT DESCRIPTION 808.00 t US TREIISURY 303 SOC SEC 190.69 t CO INTEREST DEPOSIT 8000406950 230.13 t CO INTEREST DEPOSIT 8000406810 230.13 t CO INTEREST DEPOSIT 8000406829 220.20 t CO INTEREST DEPOSIT 8000406330 22.67 t INTEREST PAYHENT SUMMARY FOR ACCOUNT WILLIAN I WILIIELN OR EVELYN II WILIIELN PREVIOUS BIILIINCE 04-25-95 7 DEPOSITS IINO CREDITS 3 C/lECKS AND DEBITS CURRENT OIlLANCE STATENENT END DATE 16.981. 96 1,916.05 3,078.36 15,019.65 05-24-95 OIlTE 05-03 05-03 05-15 05-15 05-19 05-24 DATE 05-02 o E P 0 SIT S DATE ANOUNT 214.15 DATE 05-02 05-03 05-04 o A I L Y 8 II OIlTE 05-12 05-15 L II BIILANCE 17,193.11 10 ,191.80 17 ,991.80 9lJ.38150-5 INTEREST C/lECKING ACCOUNT SOC SEC NUNBER INTEREST RATE liS OF 05-24-95 C/lECK SIIFEKEEPING 1995 INTEREST I'IIIIJ )'W ANNUIIL I'ERCENTIIGE YIEL/} EARNEll I'OSTEO IIHOUNT 200.00 CIIECK # OIlTE 3711 05-12 O!)-2',-9!i I 119.\ 90301505 CY 18 1f. A N 0 TOT ilL C/lECKS PAI/J CREDITS 042-26-3969 1 . 7 50~ 148.58 1.764;. IIHOUNT 3,675.36 3,878.36 ANOUNT BIILIINCE 14,996.90 15,019.65 In o"'e ol."or. or qUllllan. concerning Elecllonlo Trnnl'.ra or you, ATM CRld, pleal. onIl717.255.2079 or 1.800.255.2070. For healing Impaired leMce 04111.800.621.2068. t'OSTEO IIHOUNT OIlTE N C C S BIILIINCE 14 .316.44 14, 77,L 70 UHHIIRY OIlTE 05-19 05-24 >~. '[j:..~ , ",:_"" ~. ," "j. "-!'" , ~, ,- 'I.'d' "':., . Iii': ;~~::~H:",: ! i ~ ~Z~~;~ iH~ ,~);:t>,~ ":i= .,c' ~\"i'_':i'" Loa - :t, -'A.-,,:_ ... I: . J2. ~~, ~ -~:g,E' , 'ii.I~;:' :JIoo III-.!!, YJ;~~I~~~ ~l~,:, ' ',\.t-:::"'Lii ,a~_."f_""--A' ,'J". 'I;l: _.;'..;" : <"~A.._" , ~'7,1t. '1~d. "'''' ,", ',',".',,".,," to> ," , '~:'~.:~'~~\i~::,~~~ &;;:nr;:'~"~'T::' '..,':',.,;,' 1,~"~,l~~,f,~ti;,ti:i,,Jt,," }'~~;:":";;','--:,-;"': ;, .,' "~ ,~. 1Sl, ;,:':;~?r,. i,:tti,;:,;,~'t;~:"~~::.' (\'" "" "".---- '-_l";'c'-' ,}!;:. :J;,':',,!,\' c;./i ., h';' 'I;, , f 'CfI ,';1. f1fl!t14 hi'i-':;,2 ! ],~ - '-, , CI'" - l!' .-,' Cum;"'; , :,.:t:'1 , ., ':l_:i'i Pl.. .. I, . .. . ~i--,; f , " ~, ''f . " '!-: y~- ,. . ,;.-:;'." ,:,}'/,',I:,_:: (;.::~-:". ~ -. ,-- -.- "!-' ~ ' : " 'i.- ':,~':-.;~~ '-:. -"'; ,i'_ "',1"_, "j_,,,- "::~~~:{~1/:~:,: (~:-- ,~, ,. , ~:' ; :f-,' 'i-\;~: :', ,-' '-.l! . ..~: .,:, m:~?~, , ',,' , , '1ICIpOu _lfliM p.c;;';'1lIM IIIeW1UJS PI" 10 Adoo If , 'd -;'''-.--;:'~:;_'_:J.'::;j~-;~';~~:~_._;~.r_.:;;':::~;:_::". . " -- -: ,"', , ,~IDPr8U-_JO, \.,' 'co ..' ' 'i;':':;~>:;;;'.':;A...~.. Ii "''''q .~. em.' elp "''''_11 lIe'WIlI'O jo ; " ::(}~::;~:,: '~~;i".(,:~;:' ;::; M;8q era ,-..nooo. _ era lIMIIlq UO&Iecf .IIqIO AMMe Ol PUll' . ':i" "1;c;,:t!. );!~~IWIIjoPl8dla1'-oaU8AftJUHq"" ~PIIOdoJd" R:.'f~ ,t;i~;.; ),:i:";;'<'~, .UlIU~!'IS PI" era "lIfID8fqo UlIU/IM eu CIa AlIp lI1I'"l/ljO , ,-I""~l:\;' t;';',<,,:~;.,';~:c ";i,,; PU.lIOJ"'l'~''OO.IOI JmO:) lIl/I III pew.... ICIllfM 1IW1IB Ill/I ;"':Q~:'~~i~'];t~~f^.'~;:~~~~=:~~:',' " , -,~" 1 , ,".,. ~'1 ~'if~,': ,~ .- , ,. ,," , r ' 1; ;_; '.__ ',;,,~ -,' .,' r " ,~-: . ~--';:'-~~ :;~~ '::-:~;'Y/;'':; ',-, " . " , . . . .. " FIRST AND FINAL ACCOUNT INCLUDING PROPOSED DISTRIBIITION OF HAROLD E. ZIMMERMAN. EXECUTOR OF THE ESTATE OF EVEL VN H. WILHELM. LATE OF THE TOWNSHIP OF UPPER All FN. CUMBERLAND COUNTY. PENNSYLVANIA. DECEASED Eslate No. 21.95.397 ------------------------------------------------------------------ Date of Death: Letters Granted: Dates of Publishing Notices In the Harrisburg Patriot. Metro West Dates of Publishing Notices In the Cumberland Law Journal Covering the Period May 10, 1995 May 23, 1995 June 27, July 4, 11, 1995 June 30, September 7, 14 1995 May 10, 1995 to March 1, 1996 --------------------------------------- purpose of the Account: Harold E. Zimmerman, Executor, offers this account to acquaint Interested parties with the transactions that have occurred during her administration. The account also Indicates the proposed dlstrlbtulon of the estate. II Is Important that the account be carefully examined. Requests for additional Information or questions or objections can be discussed with Harold E. Zimmerman, clo Charles E, Shields. III, Esquire, 2 West Main Street, Mechanlcsburg, PA 17055. RECEIPTS OF PRINCIPAL Stocks and Bonds: I'CN: Cash and MI......IIllanAOus: 1. Small clock 2. Old chair 3. Items at Dauphin Deposit Bank and Trust Co.: a. C. D. #8000406330 b. Int. accrued on a.) c. C. D. #8000406810 d. Int, accrued on c.) e, C. D. #8000406829 f. Int, accrued on e.) g. C. D. #8000406950 h. Int. accrued on g.) 1.* Checking Acct. #0090381505 J, Accr. Int, on I.) 4. Estimated Refund on Pennsylvania Income tax $ 1.00 $ 2,50 $40,000,00 $ 154.19 $40.000.00 $ 191,78 $40,000,00 $ 191,78 $40,000,00 $ 44,49 $17,991,80 $ 12.60 9; 100.00 $178,690.14 * Informational note: Official figure supplied on official correspondence by Dauphin Deposit Bank and Trust Company. Actual figure should be adjusted downward by $3,675,36 to reflect a later clearing check to $175,014.78. TOTAL RECEIPTS OF PRINCIPAL ADJUSTED ACTUAL FIGURE DISBURSEMENT OF PRINCIPAL Funeral EXpAnses: $178.690,14 $175,014.78 1. Nelli Funeral Home, Inc. of Camp Hili 2. R, J. Romberger & Sons. lelterlng $ 2,807.00 9; 134.25 $ 2,941.25 1 " Fees end Commissions: 1. Executor's lee to Harold E, Zimmerman (1/2 paid; 1/2 reserved) 2, Charles E. Shields, III, allorney's lees (1/2 paid; 1/2 reserved) Family Exempllon: f\OIE Miscellaneous Probate and Admlnlstrellve Expenses: A. Probate lees and short certificates $ 1. Advertising In Cumberland Law Journal $ 2. Advertising In Patriot Metro-West $ 3. Filing Account (estlm.) $ 4. H & R Block - close.out and fiduciary Inc. ret. $ 5. Reimbursement-sending certl!. mailings, etc.(estlm.)$ 6. Filing Inheritance tax return $ 7. Additional probate lee S; Inheritance Taxes 1, On account 2. Final payment> >Adjusted to reflect expected relmb, 01 $552.80 Dabts 01 Decedent 1. Alan C. Hull. D.D.S. - dental services 2. Messiah Village-close-out charge, Including pharmaceutical bills 3, Dr. WIlliam W. Young 4. Additional personal Income tax (estlm.) TOTAL DISBURSEMENT OF PRINCIPAL 2 $ 8,147,60 $ 8.147.60 $ 16,295,20 223,00 40,00 55.45 100.00 175.00 22.00 15.00 35.00 $ 665.45 $ 14,250.00 $ 8,635,91 552.80 $22,333.11 $ 10.00 $ 1,139,53 $ 65,94 S; NONE $ 1,215.47 $ 43,450.48 2.15.96 2.16.96 C, D,lnst. Esl, Checking Accl. Inst $ 237,16 S; 39.27 S; 6.765,47 DISBURSEMENTS OF INCOME INCOME BALANCE ON HAND RECAPITULATION: TOTAL PRINCIPAL RECEIPTS ADJUST ACTUAL FIGURE TOTAL PRINCIPAL DISBURSEMENTS TOTAL PRINCIPAL BALANCE ON HAND TOTAL INCOME RECEIPTS TOTAL INCOME DISBURSEMENTS BALANCE ON HAND FOR DISTRIBUTION $ None $ 6,765.47 $178,690.14 $175,014.78 $ 43,450.48 $131,564.30 $ 6,765.47 S; 0 $138,329.77 PROPOSED DISTRIBUTION OF PRINCIPAL: . The $1.00 clock and $2.50 chair were left 10 Messiah as a donation, thus reducing Ihe cash balance now available 10: $138,326.27 As per paragraph 3 of Last Will and Testament Mary Snyder Bobby Snyder Constance W. Coleman James Wilhelm Anna Wilhelm Harold E. Zimmerman Doris L. Zimmerman 1/7 1/7 1/7 1/7 1/7 1/7 1/7 $ 19,760.90 $ 19,760.90 $ 19,760.90 $ 19,760.90 $ 19,760.89 $ 19,760.89 $ 19,760.89 4 . ~ ~': " ,. 'I t f( 1- HAROLD E. ZIMMERMAN, Execulor of Ihe Estate of Evelyn H. Wilhelm, deceased, hereby declares under oath that he has fully and fallhfully disCharged the duties of his office, that foregoing Fltst and Final Account Is true and correct and fully discloses all the significant transacllons occurring during Ihe accounllng period; that all claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. )f~~.2, . ------HAROLDEy~ Sworn and subscribed to before me thls.J.!i&. day of /;b-4A1J A.D. 1996. r~...'- " So.:...11 Ch..,1t~S F';h jl \J,,':11).' Pdfc t.ttx~:-..i'i:~:'~\_j\j It ','_ ("'i:llt~"lI~\T\i l),);r.ty My C'\"l\l11' -;";'fll ~:;r;'\-':..k;l\;,~ ::\\ 19'JU '~'':H'a.~I, F;)I1flti)t:;~~~~:;Jil 01 Clovlos _eI4J.la_g~~1K Notary Public 5 ....'...l'.~'.,...,,"'~... IJ\U'LU 11,1. ^,!IL~I'I;:;TMH:ltLQ[JU'J;"YIUI,-l:!.IJJIIillJ I, I.VI:I.VII 11. Ull.lIEUI, or lho UorulIfJh of CiHlIp 11111, county of c:\lrnlmrlnll'l, nl\ll L'ult1lnullwonlth uf l'olll1nylvnl1lot, hulng of UulIl\ll nml lIll1J1onlrHJ rrdllll, rnnmury nllll \1IlllnrntnUt1lIlY, Iln Inn):o, 1)llhllnll nml uuclnl'o lhin lo I,... 11Y I.tlnl \H II nntl 'l'nntnm(lllt, hnroby rovo)dny nnd mnkln') vultl nil formor Hllln hy roo nt nny limo hl....oloCnro mtulo. I. ,ll,,'el tll" ImYlnolll of nil IllY }unt uoht" nnll runol'nl O);I1Ol1oon nn 110lln fln I:UI1VOlllolltJ}' mny bo octOt" my l1oconno. 2. ^11 tho ront, rouldul) nlld romnlmler of my Estnte, r('ol, POl'Bolln1 "lid ml)(otl, whntnoovor nnd whoroDoover sllunto, J givo, dovioo nml hrlluonlh tu my huulJnml, 'illllnm 1. 'Hlhelm. J. In lho evnnt, however, thnt my onid huaband nhou1d prodoeonno mo or ohould die nl:. nhout tho Dnmo tlmo no 1 do, Bueh no In n (1lunulor r!ommOI1 to hoth of un, I gIve, dovloo nnd Imfluonlh Iny nn hi I~ntntn to the following porBolIB In cflunl nhnrQDl nohoa"t BII\'tlor, I1nl'Y finydor, cOllnla Colcmnll, tJorio Zlmmormnn, IInrolll Zlmmermnn ollll .Jnrn(>o Hllholrn. ~ . ~ll\Inon Ullholm in to yot my huubnml'n l11.,moml rillY III addition to hio ahnro oC tho ootnto. 5. 1 nomillnto, cOIlDtltuto 011t1 nppolnt Uorohl E. 7.lmmcl'mol1, to ho lho I:xncutnr ur t.hlll, my I,nnt Hill ol1tl 'l'calnmol1t. If he HhIJIIld pJ:otlm:nouo Ill", 0." COl' OilY other ronnon ho ul10ble to nul:. on gxccutOl', I "ppolnt BLuvr:on j1,lnlmotmnn, to be Lho Exooutur in hiD pineo nml ntomt. I (urthor d! roct Lhnt they ohn11 nut 1.10 l"f:!f1l1ll'ctl lu (Ilo hund or othr.no np.curlty ill tho orrico o( tho ncylotor or UIllo [Ul' tho purpooe o( nllmlnlotorln9 my I::otntc. G. I nulhorl~o oml empowor my pernonnl roproaolltntivo, In hiD 0010 nlld nuaoluto lliucrotiol1, to purchnno or otherwino acquiro 1 .' !, . .'. , nntl lOol" 1 n 011\' lllvonLlt\ol1Ln ur wh leh 1 III u un 17.011, ul" OilY 1"on 1 or pnrnunnl 'IrullOl'\Y ur AllY 110\.tllnl to noll, 10Rno, pi Ol.hJO , , .-.;. "'. , t.:~:~\.".,:\~ murltJAIJn, '-rnllnfn.", r!XclanIlIJn, II'I1IU)110 ur, ot" (Ilonnl opLiun" In rOlJonl tu ;IIlY or nil pruporty ur OilY kilHl runnll1lJ n 1101'\: nr my 1.:I1\.olo (UI' (Ilwl! tlllml1 nllll nllell "rl(~nn nn hn Inny doom ",Ivinnhln, lu hUI'l'oW lnullny fur AllY 1"III'0I1UO c:unnm~tnll wll.l, lho 1II'utactiuIl nlltl pronOlvnl'lfll1 of Iny I:I1l:n\o, to lnfJl-LfJrlfJ" u." plt'IItJ" "flY pm! u,' porno"'" I'rnpol"ty [onn1l\1j n pOI.\' or my Iwtl1ln, 0.0 tu Jull1 111 or neclIro tho porllliun ur nnl11n' tu cottll'l"fJlnlno OilY clnlmo or cJomnnlln ur my I~nl"lf! I1'JUlllut ulhorn lit" of uthlH"n nynll10l IllY r.nlnLfl' to mn.~o tllul:l'lhul:lull In kiml nntl tu cnuno nllY nhnt.o tu 110 c!Olnl'oooll DC cnull, pruporly ill umllvidod CrnctLol1nl nhnron in prollorty diCearOlll 111 J:il1ll Crum ony othor Dhnrn, nnll to oxocuto ollll unlivor lIuch inntrumol1ln nn mny IJO l1oCennnl"Y to cnrl"Y out ony oC thone poworn. 111 \H'I'IIl-:Un HIIEIt1-:Uf, 1 hnvo hOI.'O\ll1to Dot my haml QI1U sool thin 1~.lL dny o[ IInreh. h.ll. 1991. ~....IV-,-l .1./, "2/~""" (6EhL) niIJII~ll, "...nlful, IHlhllullnl' 1\11I' t1...ctnl~ml hy lho nhnvo"lInmml I:VI~I,"'lI II. UI1.lIr.1J'. nn nt1l1 fUI" hfH~ I,nnt 'Hll nllll'l'ont_nlnrmt, III tho prnnnl1co of \1n, who nt hnr rOll"n"l olul 111 hot" "rammeD, nwl J 11 tho pronnnco oC oneh otI101", hnvo horountu RulHlCl'lhot! our nomos no witnosnon. (!~/~'_[71ftt.~-~-,~--- _EuJ..rJ). (J~~.J J .Aw,l".t oJA c\"'... ltiJkfuv Iu .\ fvk. plJl.b"'''''YI~~ Q"'O'OJ. 3 uk........... .3\IL\",-- ., VA<-~J-J "J, ?/~/,...d:".../ ~ \ t(u"tk gtitlo y' f~r B. cJ;JM.> 2 -..~._-------------- '. I,~: 4!' "'. " . :1", '. ,',,' , "~ .' :~'~" ..'.... ,;,' 't.~_":J :"n '':.:).,' , . ..' , /:5 3:5 - :3 ) REV-1547 EX AFP (12-951* COMHQHWfAlTH OF PENNSVLVANIA DEPARTttENT OF REVENUE IlJtEAU OF INDIVIDUAL TAKES DEPT. ZI0601 HlRAtSIURQ, PA 11121.06Dl ACN 101 NOTICE OF INNERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF OEDOCTIONS ANa ASSESSHENT OF TAX DATE 04-08-96 FILE NO. 05-10-95 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOOR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE REOISTER OF WILLS. HAlE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" REM%T PAYMENT TO: CHARLES E SHIELDS III 2 W MAIN ST MECHANICSBURG PA 17055-1429 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A.aunt R..ltt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEv=i54j-iix-jij:ji-riz:9sY-iioi"icE--oj:-YNHEii'iTANci-i"Ax-;rpjiii;risEHiiiT~--jii.LoiiAii'CE-'iiR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX EVELYN H FILE NO. 21 95-0397 ACN 101 TAX RETURN WAS, ( I ACCEPTED AS FILED ( XI CHANGED SEE ESTATE OF WILHELM DATE 04-08-96 ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL AND SUPPLEMENTAL RETURN NO. 01 1. R..I e.t.t. (Schedule AJ (1) .00 2. stock. and Bonda (Sch.dule I) C2J' 00 5. Clo..ly Held Stock/P.rtnerahlp Int.r..t (Schedule C) (3) .00 4. Mortgag../Nat.. Receivable (Schedule DJ (4) .00 5. C..h/bnk DlIPoaih/Hbo. P...onol Pr_rty (Sch.dul. El (51 178 .690 .14 .. ~ointly Owned Property (Schedul. FI 161 .00 7. Tr..,at.,.. eSchedule OJ (7).00 B. Tot.l A...h IBI 178,690.14 APPROVED DEDUCTIONS AND EXEMPTIONS: t 19,911.90 9. Fun.,..l Expan.../Ada. Co. a'Hlsc. Expen... (Schedule HJ (9) 10. Oobh/Hortg.g. LillbiUU../Li.... ISch.dul. II 1101 4.890.83 11. Tot.l Deduction. Cll] 12. Net Valua of TaK R.turn C12] 1S. Charitable/Govern.ent.l Bequ..t. CSch.dule J) C1S] 14, H.t V.lu. of E.t.t. Subj.ot to T.x C14) NOTEI If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 end 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 .t Spou..l rat. 115) 16. ~ount of Lin. 14 t.~ab1. .t Lin..1/Cl... A rat. (16) 17. Aaount of Line 14 t.xable .t Coll.t.r.l/Cl... B r.t. C17) 18. Princlpal Tax Due TAX CREDITS I PAYHENT DATE OB-04-95 12-07-95 ?4.Rn? 7:'\ 153,887.41 .00 153,887.46 .00 .00 153,887.46 X' DO. X .06. X,15. 1181 .00 .00 23,083.10 23,083.10 RECEIPT NOHBER AA048082 AA082380 DISCOUNT 1+1 INTEREST (-I 750.00 .00 14,250.00 8,635.91 AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 23,635.91 552.81CR .00 552.81CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIDNS.I l> c/ , RfSUVATlClh Elt.t.. of decfldents cbSne on or belon OM...,. 11, 1HZ .... if MY futun lnt.r..t In tM I.t.t. is tnnal.rred In pa.....Jon or ~Jo~t to ele.. . (coll,t.,..l' ~flcl.rl.. of the dec~t .,t.r the I.plr.llon of MY I.t.t. for 11f. or for y..r., the Co.-onwellth ~rabv Ixpr...ly .....rv.. the right to eppr.l.1 end ...... tr~.f.r l~rlt.nc. 'IX" It the l.wful CII.. . (coll.t.r.l) r.t. on MY IUCh tutur. Int.r..t. _Of NOTICEI To fulfill thl requlr..-ntt of Section Zl~D of tha IntMlrltBnCI ~ Elt,t, 'ax Act, Act 22 0' 1991. 72 P.S. Section 2l~D. PAMHTI DetKh thII top portion of this Notle. .-Mt ..It ldth your p.~t to the AIIght,r of W11l1 printed on tM nv.r.. .."-. --Kekl check or MMY order PIV"'.I tOI REOJSTEI OF MILLS, ADENT All PIYNnts rlulved shIIl1 first be IIppUld to ." lnt.,...t which ..y M dUll ..lth ..,v n..lnder BPPlIlMI to the tl.. REfUND (CA)I A r.'lI'MI of . t.. credit, which .... not r....t.t on tn. Tu: Rdum, ..y be r~.t..t by c""llUng ., "'Appl1utlon for RdU"d of Pennulv."la Inherltanca Met E.tata T.... (REV-UU). A",llcaUon. ara avaUabl. at thia DfUc. of the Ragl.t.r of Will., ."y of the 21 Ravenue District Dfflc.., or by calling the .pacl.1 Z4.hour an.warlno ..rvlc. ~r. for for.. ordering I In ~Jvenl. I-IOa-36Z-ZaSI, out. Ida Penn.ylvanl. and within Joc.1 Harrl.burg ar.. (717) 117-1094, TDU' (717) 71Z.'ZSZ (~.rlng lap. Ired Only). DBJECTIONSI Any p.rty In Int.r..t not .atl.fled with the appr.l~t, .Ilowanc. or dl..llowanc. of d~tlon', or .......ant of t.. (lnclucUna dhcount or Int.r..U .. .hown an U-" MoUc. au.t obJ.ct within ,lxty (61n d.n of rec.lpt of thll NoUn bYI .....rltt8n prot..t to tha PA O.p.rt""t of R.v......, laard of Appa.la, Dept. ZllOU, H.rrlsburg, PA 17UI-1021, OR --.l"Uon to h.v. the ..tt.r dahr.1Md .t audit Itf u. IICCount of the penOMl rapr..antatlv., OR .........1 to the Drph.".' Court. ADMIN ISTRAlIVE CQRRECTlDH1. Factu.1 .rror. dl.cav.rad on thl. ......eant .hould ~ addr...ed In writing tOI PA Oepart..nt of R.venue, lur... of Individual Tau., ATTNI po.t A.....eant Revl... Unit, Dept. Z10601, Harrisburg, PA 17UI-UDl PhoM (717' 767-6505. S.. PItV8 5 of the bookht -In.truction' for lm-rHanc. Tax A.turn for a A..ldant Decadent- (REV-IS01' for'" ,"p1an8tlon of ~lnl.tratlv.ly correctabla .rror.. OlstOUHT I If any \Bx dUe I. p.ld ..Ithln thr.. (5) ulW1dllr ..,tha aft.r the dacMfwlt'. da.th, . flv. parcant (52:' dhcount of the tax p.ld I' .llowed. INTERfSn Int.r..t 11 chIIrv-d baglmlng with flnt d.y of da;l1nqlMl'tCy, or nh,. (9J IIGnth. and ana (1) day fr" the ct.t. of ..th, to the data of paYl<<'t. Tax.. which bee-. _U"..,t tMfora Janullry 1, 191' bMr Inhr..' at the rat. of ,Ix (6:() parcent par ~ C8lculatacl .t a dally rate af .100164. All t.".. which bee.. dlll~t on and aftar January I, 1"2 ..Ill baar Int.r..t at . rata which will vary fr~ c.lendar y..r to calandar y..r with th.t rat. BnnQUnCad by the PA Dap.rteent of R.venue. The appllcabl. Int.r..t rat.. for 1'12 through I'" .r., ~ Intar.st R.t. O.lly Int.r..t Factor ~ Intar..t Rat. O.llY Inter..t Factor 191' 'OX .000541 1911 OX .000247 1915 16X .0004:51 1'18"'1991 1IZ .0OnOl 1.14 11X .00OSOI 199Z OX .000z47 1985 UX .000556 1995-1994 n .000192 "16 lOX .000274 1"5-1996 'X .GOOZft7 "'-Inter..t I. c.lculated .. followlI IIITEIlEST . BALAltCE OF TAX UNPAID X IMIIIER OF DAYS DELIIIQUEICT X DAILY INTEREST FACTOR --Any Hotlc. l..ued .ft.r the tax bac~. dallnquent will r.flact an Int.r..t calcul.tlon to flft.en (IS) d.y. "yond \hi data of tM ........"t. If p.pant .. __ .ftar the Int.nst COllPUt.Uon d.t. shoNn on tha Notlc., eddltlan.l Int.r..t .u.t be c.lcul.t~. nv.'.ro..l....) ~ . *' INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH Of PENNSYlVANIA DEPARTMENT Of REVENOE eURlAU o. INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128.0601 DECEDENT'S NAME fiLE NUMBER ACN 2195-0397 SCHEDULE ITEM NO. EXPLANATION OF CHANGES ,ReJIlOved, all itel:la and figur.:a that lIere filed .aod accepted. 00 ,original., -, '^' .-' -.,. ~. -., -" ~..,._.,~"._-~.~_.- .---,.. ..~- ,.','" <>>-.~.. ~."'.,,._. _,_~._,~... _____~ _.~_~,..___ .._"~''''r''~~__'__~____~'_'_'_ ; -'1 ,~_____.~.,."..u_.. __~_ ~__,,~_"_, ~_~._+--+___._~._...,._~..'~. ~ ..... , '. "'r,_'._r,""_~''-'~'_r _._._' ~_.. ~.__ _'. ,.'.~.'_ __K'_'~.~"__'_'_~ ~'_'~,__,'~~_'''_'~ ___-.---'...."...-;-~~. 4 K.-;-___. ._.,~._ _ ~"~.._~'~_____ "-....... ~...~_.__.- -.------ ..,-..-~.~-~ ~-- ~_~_ ;o-~,~..~,,,.__ ~p .'_ ._<_.._"_".. ..___~~_.__~_~."__".-;-~~_ ".u._u..___~. _~_.~_~. ~.._ r }, .' ~; . ._,-~......--,,-_:..._------~-,.-.....-.,.-.,. + . .,." .._ __ ".__ ___. ___.____"._..~._ .__..___ ,__ ,,~,,_. ",,'. _'- ....,~..~ .__. ___._..._....__,._..L.'4~.,....~'........ .,.. TAX EXAMINER, Deboroh Washington PAGE '6!/l Il>']; "'> ". QiS U.. cr\g o c., is 'i:h om CD a: a: . .. :'l ;,7 i _,'>" ,,' '~"! N ':'l' 0\ ~ .... .- 't:: !'C ~=> Q;; , . l . Q "U ., rJ j 3 l 'f.:. c', 0 . ';.n 'C E 08 .~ ~ ~, -' \1 ':"- ':'-.; 15- j.')' 3 (}/ *, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT BORE AU OF INDIVIDUAL TAMES INHERITANCE IA~ DIVISIDN DEPI. 280601 HARRISBURG. PA 111:8'0.01 11'.1.111."'111<911 CHARLES E SHIELDS III Z W MAIN ST MECHANICSBURG PA 17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-Z5-96 WILHELM 05-10-95 21 95-0397 CUMBERLAND 101 EVEL YN Allount Rellitt.d MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 HOTE: To insure proper credit to your account, subnit the upper po~tjon of thia for_ with your tax pay..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rlv:i6iij-Ex-"iij,--iii:f=96y------ii..--iNHEiii'fANCif-i'iiiCsi'ATE;!!iii' -ijF-jii:"cDu'NT--jiiii--------- -------..--- ESTATE OF WILHELM EVELYN H FILE NO. Zl 95-0397 ACN 101 DATE 11-Z5-96 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWH BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE. APPLICATIDN OF ALL PAYHENTS. THE CURRENT BALANCE. AND, IF APPLICABLE, A PROJECTED INTEREST FIGORE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 04-01-96 PRINCIPAL TAX DUE. Z3,083.10 PAVMENTS (TAX CREDITS). PAYMENT DATE 08-04-95 12-07-95 11-07-96 RECEIPT NUMBER AA0480BZ AA08Z3BO REFUND DISCOUNT (+) INTEREST (-) 750,00 . DO .00 14.Z50.00 8,635.91 55Z,BO- AMDUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE Z3, 083 . 11 .01CR .00 .01CR . IF PAID AFTER THIS DATE. SEE REVERSE SIDE FDR CALCOLATION OF ADDITIONAL INTEREST. I IF TDTAL DUE IS LESS THAN II. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOO HAY BE DUE A REFOND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I H PAV"ENfl D.t.ch the prlnt.d on QQ 3~ r.rr , 0 \" M na.. and .ddrllJ '" N ,- Pi 31 AGE~T ~: N PEN~tJ\VANlA~ ~ top portion 0' thl. Hotlc. .nd .Ub.lt with your pay,.nt .ada Plv.bla to the tha r.~.r.' .Id., I' RESIDENr DECEDEHf ,.k. ch.ck or .onay ordar p.yabl. tOI I' HOH-RESIDEHf DECEDEHf .ak. ch.ck or aonay ordlr plYlbl. REGISTER Of WillS, t., COMMONWEAL TN Of All ply,.nt. r,cII~.d .hall b. appllld 'Ir.t to .ny Int.r..t which '.y ba due with .ny r...lndlr .ppllld to the tlM. REfUND ICA)I A ra'und 0' . tlM crldlt, which WI' not r,qu..t.d on the TIM R.turn, ,.y b. r.qu..t.d by co.,l.tlng an "Appllc.tlon 'or A.fund of P'M'yl~enl. Inh.rlt.nc. .nd Esht. hit" IAEV-UUI. Appllc.tlon..ra Ivalhbl. at the O'flc. 0' the Algl.t.r 0' Will., .ny of thl 2J A.v.nu. Ol.trlct O"lc.. or 'rol the D.p.rt..nt'. 2~-hDUr an.warlng ..r~lc. nu,bar. 'er for.. ord.rlngl In PaM.ylvanl. l-aOO-S62'20S0, out. Ida Pann.ylvanl. and within 10c.1 H.rrl.burg .r.. (117) "'-10.4, lOU' C111. 112-2252 CH..rlng I,p.lrad only). REPLV 101 au..tlon. r.gardlno .rror. cont.ln.d on thl, notlc. .hould ba .ddr....d tal PA D.part.,nt of R.v.nua, Bur.au of Indlvldu.l T.lta., AfTHI Po.t A.......nt Aavl.w unit, D.pt. 210601, Harrl.burg, PA 111:8-0601, phon. 1117. 111-6505. DISCOUNT I If any t.1t due I. p.ld within thra. (J) c.l.ndar ,onth. .,t.r tha d.c.dant'. d..th, . 'Iv. p.rc.nt C5~) dl.count 0' the tilt Plld I. .llow.d. PEHALTYI Th' IS~ t'lt .,n,.ty non-p.rtlclpatlon p.nllty I. co.put.d on the tot'l 0' tha tilt and Int.r..t .......d, and not p.ld b,'or. J.nu.ry 18, 1996, the 'Ir.t d.y ,'t.r Ih. .nd 0' the lalt a,n..ty p.rlod. INTEREST I tnt.ra.t I. charg.d b.glnnlng with 'Ir.t dey 0' d.llnqu.ncy, or nlna C.) .onth. and on. (II d.y 'ro. tha data 0' d'llh, 10 the d.t. 0' p.y..nt. Tilt.. which b.c... dallnqulnt ba'or. January I, 1.82 b..r Int.r..1 at the rat. 0' .IM 16~) p.rcant p.r annul calculat.d at a dally rat. 0' .000164. All t.... which b.c... d.llnqu.nt on .nd .ft,r J.nulry I, 1.82 will ba.t Intarl.t at a r.ta which will vary 'roe c.l.ndar ya.r to cllandar yaar with that r.t. announc.d by the PA aaplrt.ant 0' R.v.nu.. Th. appllcabl. Int.ta.t rat.. 'ar 1.82 through 1..6 aral Vear Intar..t Rete O.lly Intere.t flctor Vnr Inter..t Ratl aally Inter..t f.ctar 1.82 2O:C .000548 1911 .~ ,000241 1915 16~ .000431 1'81-1991 Ill( .OOUOI 1914 II~ .OOUOI 1992 .~ .000:41 1915 m .00nS6 I99S-I9'4 1> .00019Z 191ft 10~ .000214 1995-1"6 .~ .OOQl41 ulntlr..t is ulcul.tld .. 'ollowlI INTEREST . SAlANCE OF TAX UNPAID X NUMSER OF DAYS DELINQUENT X DAilY INTEREST FACTOR .-Any Hotlc. I..u.d e't.r tha tilt baeo.I' d.llnquant will re'l.et an In'ara.t calculation to fl""n flS) day. bayond t~. data 0' Ihe ........nt. I' p.y..nt I. .adl .,t.r tha Int.ratt coaputatlon dl'a thown on the Notlca, addltlon.1 Intara.t .u.t ba calcul.'ad. :0:0 ~~ '.~q n L. '. U L -', .' ~~ ,e V; 9. - JRD/Juae 30, 1992/17858 REGISTER OF WILLS Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 NOTICE pURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: personal Representative Counsel: CHARLES E. SHIELDS, ESQ., RE: Estate of EVELYN H WILHELMA ,Deceased, Late or UPPER ALLEN TWP Estate No.: 21_1995-0397 Date of Decedent's Death: MAY 10, 1995 Pursuant to Rule 6.12, the above named personal representative or Ihe above named attorney, if applicable, within two (2) years of the decedent's death, and annually thereafter unlil administration Is completed, is required to file with the Register of Wills a Slatus Report as required by Rule 6.12, in substantially the prescribed form, showing the date by which the personal representallve, or attorney, as applicable, reasonably believes administralion will be completed. The purpose of this Notice is 10 advise you that uoless the requisite StalUS Report is filed with the Register of Wills or Cleric of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that Aid Court conduct a hearing to dclcnnlne whether sanctions should be imposed upon the delinquent pel'SOoaI representalive and the delinquent JlCf!9nal rfl'esentative's counsel, If any. Aexordlngly, If the requisite Status Report Is not filed by JULY 1 , 19~,7you arc hereby advised that a request will be submitted to the Court In accordlllce with Rule 6.12. . [\ Date: JUNE 19, 1997 ~~f!~~_~,V.1Y1.r~j){[upb-r Dcpuly egister of Wills 'I Distribution to Estate File . v rY STATUS REPORT UNDER RULE 6,12 Name of Decedent: F j/ELY/II II. tv 1L.1-/€"t.M Date of Death: S"~/()'9S Will No. Admin. No. dJl-95.03 'II Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administratIon of the above-captioned estate: 1. Statevwhether administration of the estate is complete: Yes---,6..- No 2. If the answer Is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No . , b. The separate Orphans' Court No. (if any) for the personal representative'S account is: c. Did the personal representative state an account informally to the parties in interest? Yes No ~ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. ~g~~ Signature e,{"n?J c: Sh,;"/d.s ;e: Name (Please type or print) .:( UJ..4/1Ud St. Address llIedzUlI'CShU(!.1 /# 17~S" ( 7/7) .7~t. -O;!'6 9 Te 1. No. Date: c. -,Z '3 -?,? ""} rn r-- r'i , . ~ :- , . 0- I'T') C'I ~ ~, --, 1:1"- 0..: _1.. "- p, . i.- ~:j U(j Capacity: Personal Representative )( Counsel for personal ~representative (MAH: rmf/ AM3)