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HomeMy WebLinkAbout95-00454 ,.;j,,:]', .,....:. : ,:. ';, ...!,.: "';'.: ;'.'", ." ' :,', .',,,, ' " " ' ,;', ~> :'''';' ;',> 'r :,';' '. L~:: f;~<';!\;~ ,::./,' ',::"\',:/ ;i,:, ,,:;~ , :~~~:,F>"':";:/c:'r':;'." ., , ,.-,:F,'-:;:;: <:..; " ,,' c.'/'. ':' ~~.c:: "~';O,,,,:,,"':" ',', ',' ,: :.:~<,'~",:/,:.::X.:': ,,', ' ;: c,~, ,,'C;;:' ;:" ",,', ';" j , !~::c ;':: ; ',.., ::~',:(;H'~;"c' ;"'< "",,: ',' . .{t, '",." : ,::,'::;.<i/,;t ' , "':.<:':' :f',(~'.,,:: 'i'\':::;", . ":, . :;,,', ,I ;,\"",; ,:.,:..::1);,>, .'. ":,':,'".,, ..L"';" c'c" !:<.c,,:, ',.:,:""', ;," . :':'.' .', vt':' , :)"::: ,',. -'." , ",.; ,; ';':.': ," ", ::,' ;:' ; ;~} ':'~';:' ,;',: ... ,,' --, "_:,,;_ '{">'l'.',.;,-..,',-, }F\'~ ,'1. ',':.: ; .:: 1',,:;.,:,:.:.:;.,,",:"'- ,~I 1 , ' , : e",\", .:",:; > , ..:: I ~~ ',:; :::/;::;::\:~,: , s:.;;:) ~ I;':' '," J-. --~ '. .~;;,,:," ': .. ~~l " v... ';' :'" .,,' ~J ,:' -:' . 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Counlyof (~(/.., ,"'../,,", In Ihe Social &cllr/I)' No, /.(7 f( - (, '.? - ..;t.-)L"l"- Commonwealth of Pennsylvania The pellllon of Ihe undersigned respeelfully represenls Ihal: Your pelllioner(s), who Is/arc 18 yenrs of IIg",or I}ldq lllllhe e.~eeUI in lite lasl\vill of Ihe IIbove deeedel1l, doled [;!r f CJ h,,'r ~ 'il '98.3 and eodlcll(s) doled named ,19_ (Male rclC\'llnl dn:lIImUlIU:C\, c.!C. rcnlllldulinn. deulh ur c~eclllUr. etc.) Deeendem was domiciled al deUlh In 0. u..... j?fo.-lo ., ,/ Counl~ Pennsylvania, wllh It (!,.. IlIsl faJllily or principal residence III .. 00 j;,.. ~ 0;: .,' " )>' 7q c (> 1'I,/,<.JvJ \...: """"Io-or7o.....,.I/ E,ll ' UbI 51r"l. nllmber and nlullclJlulh)') 01 D~eJ~enl~t.e~~, <~>.~ JfJi~s.~~.~ge, d1t~.., /:::.,Oki;..t......t f,p /I. ,19 9'5: Eseepl as follows, deceUelll did nOlll1l1rry, WIIS nol divorced and did nol have a child born or adopled afler esecUlion of II" I}'III offered for prabale; WIIS nOllhe viellm of II killing IInd was never adjudlealed Ineoll1pelem: 11!,L14 Decendenl 01 dealh owned properly with estlll1aled values liS follows: (If domiciled in 1'0.) All personal properlY (If nol domiciled In 1'0.) Personal properlY In Pennsylvllnla (If nOI domiciled In Po.) Personal properly In CounlY Value of real eSlale in I.~qnsylvanlll situaled as follows: t'f/<1 ~ 45: 000 $ $ $ $ WHEREFORE, pelitioller(s) respeelfull)' reque I(s) Ihe probale of Ihe lasl will and eodleil(s) presel1led herewllh 1I1ll! Ihe gram of lellers-,t ,. ...' r? .\' << (IcMnnu:nuU)'; ndmlll 'Iralion c.l.n.: administration d.h.n.c.l.a.) Iheron, t z ~ 1;.,.,_" "'f':' [ ;P,,/ dL-'./ ~ t; L~ I.).i ~J :'I({ (/ ~.2 'JJ''''4./..lk'L.I-c.'~''ljl. /-'d /7L'l'1.- ~," ' (/ ~~:1!~lJ,~;,,~1;;#:;1 ''Jfl~ 2 . ~ Vi ~~e'~ - J /.- <; L ,q <.; 17 ?..:? / OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUMBERLAND The pelilloner(s) IIbove,nllrned swellr(s) or IIffirrn(s) Ihlll Ihe Slalelltenls In Ihe foregoing petillon arc Irue and eorrecllo Ihe besl of Ihe knowledge and belief of pelilioner(s) lInd Ihlllll' personal represen- 11IIive(,) of Ihe lIbove decedelll pelilioncr(s) will wellllnd truly lIdminlster Ihe eslllle according 10 law. Sworn 10 or lIffirmed tlnd subscribed f /,,,, . -.~ <" ~,.../...,,,,,,,,~ !'l before me Ihls? 9TH day of ~. -~J0-~~J~.-} L,-JJ'. . ~ "]MAitfC:-\EWIS RelliJler ~ /5-.3Q - (p iit.:;:,; ~t~tfr- I v / -.,.""" No. 21 - 95 - 454 Estate of ALICE E HAFER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS and Lellers are hereby grantcd to AND NOW JUNE 13. 19~, In consldcrallon of Ihe petlllon on Ihe reverse side hcreof, salls factory proof having been presented before me, IT IS DECREED Ihallhe Inslrurnent(s) daled OCTOBER 25. 19B3 described therein be admllled 10 probate and rIIcd of rccord aSlhe last will of ALICE E HAFER I ES IAMEN IARY ROMAINE E RICHARDS, DONALD B. HAFER and CAROLYN J,SHULTZ 7!ho(J iLQ I"-~ 44. . Realsler of Will. , (j MARY C. LEWIS FEES Probale, Lellers, Etc. ......... $ Shorl Cerllficatcs( 1) ... . . . . . .. $ ~!1//9~BMon ................ $ JCP 80.00 3.00 ATTORNEY (Sup. Ct. I,D, No.) 9.00 $ 5.00 TOTAL _ $ 97.00 Flied ....... .~4~~. .1.~ I. .1.~~?. . . .. , . . . . . ADDRESS PHONE (")(") :0 c: IT ~ " :n'w ,0 ,~~: n n .- \' E -=.:. I \0 ;::t '. " i.lf :i' ,..: 0 r~ "';.J, J:> Mailed letters and order to Romaine E. Richards on 6-14-95. ~ ~ s.d" ad to -{2tJ11,<.a.~ -to ~~ (fII...J 10-OID-95 "" 8.~ - R u ~~ - a: ",.; :;; ,t. -' :..;, a, l1 I ':' ~ , .co, ~.. d i~t' ..~ ~ '- '0: CJ 0:: 00 17917 - 96 - ~z - "'ill ,.... ._~ ~ ';;;"'. '.. ..- ~,:I 0 .r:! " ",1 'n "tJm ~'tf 'a:Cl: " ; . ..,. 'rl .- ~ 01 I 3tt n . . Ii 'it) ....,., :' t-l . (Ii J;~ GO ~ ~ co ... u. cC .c :c S \+.4 . Q ... ... u ... ...J cC '.! 5 ~ 11 ! ! ~ ~ .c .It'[Q. 'V E Ii: ~ 5: ~ ~ ~ ) , ; i ,".1 . r. ~ . . ,*', ,. 't THE LAST WILL AND TESTAMENT OF All CE E. HAFER I. ALICE E. HAFER. of Rockefeller Township. Northumberland County. Pennsylvania. hereby make. publish and declare this to be my last Will and Testament. revoking all prior wills and codicils. FIRST: I direct the payment out of my estate of the expenses of my last illness and funeral. I further direct that all estate. inheritance or other succession taxes occasioned by my death upon or in relation to any property. whether passing under this will or otherwise. shall be paid out of my estate as an expense of administration thereof and shall not be charged against the respective transferees. beneficiaries or recipients. nor shall my personal representatives seek contribution or reimbursement from anyone therefor. SECOND: All the rest. residue and remainder of my estate. consist- ing of both real and personal property and wheresoever situate. I give. devise and bequeath equally to my three (3) children. namely, ROMAINE E. RICHARDS. DONALD B. HAFER. and CAROLYN J. SHULTZ, or their issue per stirpes. THIRD: I authorize and empower my hereinafter named co-executors for the purpose of payment of debts, administration or distribution of my estate. to sell all or any of my real estate and personal property at public or private sale for such prices and upon such terms as to cash and credit as they may deem best. and to execute deeds of conveyance therefor. ", ' ,-' J:t v<...~ C. Alice E. < ~~.:.;..,,, - ,.- COMMONWEALTH OF PENNSYLVANIA: 55. COUNTY OF NORTHUMBERLAND We, (1j~ ~Jt"'H~J and the witnesses Whole Ilame{ are signed to the attached or foregoing being duly qualified according to law, do depose and say that we were present and saw Alice E. Hafer, Testatrix, sign and execute the instrument as her last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by ~'j O;fJJ.oJI''''/ and Tn/l/U ~ ./ l-Cwt.,~ ' witnesses, this day of , 1983. CJ/~ ._,/ /)La. 'I ( tl tness ~t~ ltne s Sworn to and subscribed before me, thi s 2. 5.t1ay of fktlJ.!-u'1/ A. D. 1983. ~,/ .' "MrARY 'PU~ My Convnission Expires: 1/' P In- I I I ... I i I i i I FOR OATIS o' DIATH Ann 12131191 CHICK HIRE ,,~:J~:9(\ INHERITANCE TAX RETURN :!o~::~yU~:~DIT ISCLAIMID n ....~- RESIDENT DECEDENT flU NUMBlR COMMONWfAlIH O. PfNN"'VANIA (TO BE FILED IN DUPLICATE .,/ u')- DfPARIM(NI Of REVENUE 0< / ~ H..."rJ:ld~ol'J:"o601,~IT~, REGISTER OF WILLS) COUNIYC()DE YEAR DIC(DlNI'$ N f lL t, 'IUT, AND MIDDlE INII 1I _ Df(IOItH'~ (OMPII}J AOOI U PI '" -_L'_L:.l .t~.___,,_, 330k'.....",.t ~l' $OCIAl fCURUYNUMIU OAHOfOl....n. OAUOIIlIIITH Ne~' C,-u'1bro("Ir., (I pA I !?:l -. r.-C)~- tYlM ...!j'J- ~P'!L.l Qi c!'~'!!(_c.\.'n':d;',,"-.:JJl_YJ.J___ tl' .rPlIUILII IUIWIVlNQ lrouUI t~A"II'." ,.." "ID ..,(lDlIllllll.~ $OClAI !llcut." NU....tfi: AMOUNT _"(IvtD IU l It--aUUCI'ON$J (')l1. Oriclnol R,'urn 0 2, Supplemental Aetur" I] J. Remainder R,'urn Ifor dol.. 01 dealh prior to 12.13.021 o ... limited Eliott 0 Ao. Future Inl.r..1 Compromise 0 .5. Fed.ral Ellal. To. Relurn Required Ifor date. of death alter 12.12.82) 1;&1 6. Decedenl Died Te,'ale 0 7. Decedenl Malnlained a living Tru.t (Allach copy of Will) (Attach copy of TruI11 ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. REV.1500 u. 11-'UI I- i5 ffi :0 co ~ ..:5'" 1ll1El:: :0: co 9 u~.. ';'''' wi5 "'co "'z fl~ z co ~ E :e III '" z C> ;: C l- f :II co u S . ~ '1.5 'f NUMBER --.- .....- ""f ~"O~ 170'70 _ 8. Tolal Number of Sof, Depollt Bo.... COM'lUt MAIIINQ "OOltlS!! 1:3 <' )(. S~\.I("'r1 " ' 77 5"',.:)- 2.2.. , ~.,.. 1. Real E.lale ISchedule A) 2. Sloch and Bond. (Schedul. 8) 3. CloI.ly Held Stock/Partnershlp Inlere.' (Schedule q 4. Morlgag" and Nole. R.celvable (Schedule D) 5. Calh, Bank D.po.il. & Milcellaneou. Personal Properly 15,hod.lo EI 6. Joinlly Owned Property (Schedule FI 7. Tranale,. ISch.dul. G) (Schedule l) B. Tolol Gro.. A..e" Ilotol LIne. 1.7) 9. Funeral Exp.n.... Admlnl.tralive Co.". Milcellaneou. Expen.e. (Sch,dul. H) 10. Debll, Mortgage lIabllitie., U.n. (Schedul. I) 11. Tolal Deduction. (10101 line. 9 & 10) 12. Nel Valu. of Estol.lllne 8 mlnu. line 11) 13. Charltabl. ond Gavernmenlal Bequell' ISchedule J) 14. Net Volu. Sub .ct 10 Taxlllne 12 mlnu. line 131 15. Spoulal Tranlfe,. (for dot.; of d.alh after 6.30.94) 5.. In.trucllon. for Ar,pl/cable Perc.ntoge on Reverse Side. (Includ. valu.. rom Schedul. K or Schedule M.J 16. Amounl of line 14 taxable at 6% role (Include volu.. from Schedule K or Schedule M.I 17. Amount of lIn. 141 laxoble 01 15% role Ilnclud. volu,. from Sch,dule K or Sch.dule M.) 18. Principal tax duelAdd tax from lInel 15, 16 and 17.) 19. Credill Spoulol Poverty Credil Prior Paymentl + (11 12) (J) (41__, (51 -4.r---z 0 z.. I,) ZL . 2. z.. (15) K._" (16) ~3,...L::'-/ , Z2....K ,06.. Z.o:r'c;i. 0 '7 . CI1t'c~ 'UHe if you arc 'cqu~~lin9 a re'und of your ovorpaymcnl. 20. If line 191. 9r.ot.r Ihan line 18, .nler Ihe difference on line 20. This h Ihe OVERPAYMENT. aD 21. If line IB I. 9r.oter Ihon lIn. 19, enler the difference on Line 21. Thi.l.the TAX DUE. A. Enl.r Ihe Intere., an Ihe balance due on line 21A. B. Enter Ihe total of line 21 and 21A on line 218. Thl,l. Ihe BALANCE DUE. Make Ch.ck Payable '01 R.gla'er af Willa, Ag,nt ':'"Jtr;:i- '-~c:.'~\L BI SURI TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RICHKIC MATH> ;..-.;-,,--,,:.::,";,~'i,'i ,:~ Under penaltle. of perlury, I dedore Ihat I hove examined Ihi. return, including accompanying IChedule. and Italem,nll, and to the b.st of my knowl,dge and bell,f, it I. Iru" correct and complete. I dedore Ihot 011 real e.tole has been reportecr allrue morklt value. Dedaration of preparer other than Ihe plrsonol repr..entativ. I. ba..d on all Information of which prepor.r ho. any knowledge. SIGNAT Of PUSON It~$' Slll~1l: filiNG TUltN ADOItfSS. DATI ,:;S" ~ 130 x /.b lc;,..., ~, ... /J 1*1 17'ii~~ .JtJne /9. Ifjp~- SIG ATUll:l Of pu",.ltt OTHU THAN AlPltUINTAT l AOOllUS DATI ' (61 (7 ) 47, ZO? (9) 110) t, 0 S-I ."'J:"i (8) ~ o~rl 4 ':?J I "l I (ll) (12) (131 (141 (171 K ,15 " (18) Discounl Inter.'1 + (19) (20) 121) 121A) (216) ? ,'j- ~nl. 0 7 '2-<l,'? y. 0 7 Act '48 of 1994 provld.. for the r.ductlon of the tax rot.. Impo..d on Ih. n.I valu. of transf.r. to or for the u.. of the .pou... Th. rat.. a. pr..crlb.d by the .tatut. will b.: . 3% (.031 will b. appllcabl. for ..tat.. of d.c.d.nll dying on or aft.r 7/1/94 and b.far. 1/1/96 . 2% (.021 will b. appllcabl. far ..tat.. of d.c.d.nll dying on or aft.r 1/1/96 and b.far. 1/1/97 . 1 % (.01) will b. appllcabl. for ..tat.. of d.c.d.nll dying on or aft.r 1/1/97 and b.far. 1/1/98 . Spau.al Ironsf.,. occurring on or oft.r 1/1198 will be exempt from Inh.rllance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedenl make a transfer and: a. relaln the use or Income of the properly Iransferred, ............,.......................................... b. relaln the rlghtta designate who shall use the properly transferred ar lIs Incame, ............... c. relaln a reversionary interesl; or ................................................................................... d. receive Ihe promise far life of either payments, benefits or careV ....................................... 2. :t death occurred an or before December 12, 1982, did decedent wllhln Iwo years preceding death transfer properly wllhout receiving adequate canslderatlonV If death accurred after December 12, 1982, did decedent transfer properly within one year of death wllhout receiving adequate conslderatlonV...,..,............,..................................,.................................... ........ 3. Old decedent own an 'In trust for' bank account at his or her deathV...................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. I.VltelIl" "'7) w SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY COMMONWUlfH o. PfNN,nVANIA INHlllfANCI fAX .nUIN IUIDINf DICIDIN' ESTATE OF ,t.J I,C to E. 1-ICi. Per IAII prop.rty lolntly.ownlel wllh th. Righi of Survlvo"hlp must b. ellul...d on Sch.dul. ') ITEM NUMBER I, z. 3, 4- 5" Ploa.. Print or T 0 FilE NUMBER DESCRIPTION I-Iou s e. h 0 I c/ G CJ oc/ .s C he c /c./l'1j Ace 1- (...lo..d ""lie/..=- R,cll"'-.I~) c () Isf JV,,,t,o,.,,,/ B",.,k. SU(\ hv,." I~A CD I~t Ncdf 0 ",,) 1'3" ..../<: Su....kur1 piA 5QU'Vl:J5 Ace. t Isf 1tJ" I-, on" I Set.... /::. 51..t'\bvr1 pA VALUE AT DATE OF DEATH 6-'?~-; 00 I, r ? z. . '1~- 3 0 0 0 o. 0 0 I /5",000,00 , I 7 z.:T. ;3 z.. (Allach addillonaI8~" x 11" thlltt If mar. apacol, n.od.d.) COMMONWfAlHt 0' PlNNsnVANIA INHIIIIIAN(( 'AX Ilf'UIIN RlSlDfHf DfCfOfN' ESTATE OF j) - /!11(!e E. ITEM NUMBER City 4. Probate Fee~ -Z:11 1/"-', f, I' Y c. ,~)l re. /A.I"II Icellaneoul Expen'.'1 1. 2. 3, 4. 5. 6. 7, 8. , , II"ltnU"'''1 A. B. . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ! I I I [ )-/a.., 1e yo Ploa.o Print or Typo r NUMBER DESCRIPTION AMOUNT 1. 73 / a-z K' .,z:1A..'~ Eo V'''U / #eJ~"" e. '-II~ S': c5.6 /50 t!J. ,t1,(1 ~.., t1 /7. t:it!1 Funoral Expon.... de-rre. Wll-t f:11a../'"k.G.V C!. hlA. Y'tJ,h I- ':?-t-' t'd 1. Admlnl.tratlvo Ca.t.. Personal Representative Comminions Social Security Number of Pe"anal Reprelenlallve: Year Cammllllanl paid 2. Allarney Fee, 3. Family e.empllan Claimant Addre.. of Claimanl 01 decedenl" death Slreel Addre.. Relallan,hlp Slate Zip Code 97. tit) /~djP ./6, (Jd TOTAL (Alia enler an line 9. Recapitulation) (II maro .paco I. noodod, In..rt additional .ho.t. of .amo .bo.) S t,05I,6b- . 0 ' , .. IIY.UnU.12'1l .. ~~ CO..MOtlWIAl'HOI,rNN'UVANIA IHHIIIIAHClI,U .nUIN I.SlDIHIOICIOINI ESTATE OF h~~e ITEM NUMBER ITEM NUMBER 1. 01. 1. SCHEDULE J I BENEFICIARIE~ _J / fI FILE NUMBER (/Y,~ie r E. NAME AND ADDRESS OF BENEFICIARY A. Takabl. aeque.hl ;;(011'1 ev/l"l e /.3". K3 ",/, t'vv),5 4 <I~- "J)e/"""ay (!.t1 t"r: t lY/ei../'tlA'1It!$bUY"tjJ H 1700\5" 'J/ h1~ lei 73, cfI'\.J -F.e r Se VeJ1 k.i hhehs k'cI Wlh fielJ, y?'/J 17,;'J"9 RELATIONSHIP AMOUNT OR SHARE OF ESTATE 'IJ'~hle /'7{ 1,99. /~ sC')? /3, 7o.::{. 'f.:? 3. (!tJ.,Y"p6!..11 J. S h k./t ;8 y:? O. 13" 'i. .5< / ? IIUll?1me/~ a/)a-rJJ m /7/~1 'JJtLlIvY,fev I~ 619. /fL' NAME AND ADDRESS OF BENEFICIARY 8. Charitable and Governmental Bequlltsl AMOUNT OR SHARE OF ESTATE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI 10 enl.r on line 13, Recapitulation) S (If more .pac. I, n..ded, In..rt additional .h..t. of .am. ,lie) ": --,-<"_._,---,~- '-V"'"""''''''..''.~, . "'J.-j-,'f...<N,i;~:'''':'''''''-' Inventory 01 the real and personal estate of A/Ice E, l-/qC'er ~ ./ deceased /.fousehofc/ Goods ChecklV\~ AccouI,t (JoInt 4.J/~t:-. R,cl.tt,..J.s.) CD 1ST Wo.{,O-l1ct! ISa. YI k Sf.lt'lbvry PA CD IS., I\Jq floMrl /3q h k StJn/dury fA So.v."'~~ Ac.ct l.5ftVa./-,u"'....1 e".....J.:. SVY1~V(Y pt. N 1:j~ .. - 0 :<-1 .. " f=:~ . \...;: " , - N - ::3 " , Q. {:J (_, f\1 I" ...:.: <1.10.; ~i' <.) .- a: ~::t uc..> $1,' 00 I 'il92. 45 30"00 () 0 UfO (1 () /7-z..5 3'2- .' "'\ COMMONWEALTH OF PENNSYLVANIA I. COUNTY OF CUIa.,."':wJ( J HI Romaine E. RIchards, Donald_~L_!I.?fe!.Land Carolyn J. Shultz being duly .Execu tOt' s ' ...ordlng 10 I.w, dopo... .nd ..y. th.tkxhtX-----tllAl' Executors' of Ihe Est.le oft- __ At iCf> F._ lI1lff>r. dec'd. I.t. of -4.A.5... De.lancy_Ct..._ Ml'lQlli\n.tg.fl,I;HIJ:~iL_ PA , Cumberl.nd County, P." d.....ed .nd th.t the withIn I. .n In.enlory m.d. by -.J:;~t.QUl ,_ _ , the ..Id documents of Ih. enllr. ....1. of uld d...denl, .0n.I.llng of .11 the p.rson.1 prop.rly .nd r..1 .".h, ....pt r..1 ....1. ouhld. Ih. Commonw..llh of P.nn.yl..nl., .nd Ih.1 Ihe IIgur.. 01'1'0111. ...h lI.m of the In.entory r.pr...nt II'. f.lr velue .. of the d.l. of d...denl'. d..lh. /), ' . /'. L'""")"'p...<.-:r L- ~ _ /Lt-<~-t.i .!....,.t;-- . tf)o-..- l~e~ri%/.. ;.~ E..cutor . Ad",lnh',.,., sworn .nd .ub..rlb.d b.for. m., 1995 ~"Afri?r'~-;f~<~ xe u tr 1x ?--' 0.1. of O..lh NotarinlSoal Joy 0, Trogo. Notory Public Sunbury. Northumborland County My Commission e'pires May 9, 199B Morrbor, Pt"!l'tlvani., Associalion 0' NolorloII DIY Adch... March Month 1995 v.., INSTRUCTIONS I. An In..ntory mu.t b. fII.d wllhln Ihr.. monlh. .ft.r .ppolnlm.nt of person.1 r.pr...nl.II... 2. A .uppl.m.nt In..ntory mu.1 b. fll.d wllhln Ihlrly d.y. of dll.o..ry of .ddlllon.1 ....h, 3. Addltlon.1 .h..h m.y be .tt..h.d .. to person.lty or re.lly 4. See Arll.le IV, Fldu.l.rl.. A.t of 1949. ~ ~ .,; .. M ~ .. ~ g g II U .. II ~ e w c '" .. i!: .. .. Do ... U. .,; Do E Z 0 ~ u. ... ~ 0 Do ~ I W 0 <( :f - > Z '" ~ Z 0 Q c " - VI z II 0 "" Z w <( .... Do .., C - .. -;: 0 II .., "0 .... II E 0 . " . 0 .. lC ... U lD -, ..- -.. -, '. . -'....- ~ ~ ~'1 ~ " ~ 'l " !,' ;"'1 ~~L ~ ;'\..... ,~ ~ " UJ'tIIllIlIIIIIUtl"11 ~' jO.' \ '" . \ ~ ~~~ '" " I i '.i ~ '\:J ~~ .:, ~ :/'., !;"j - '" ,., ~ ~ i - lH i': t.", ~ '"'\ If ,1 'll ~ f\\t ,\\1 I \< l' " .... lj,1, CO ...,}, :'--' , ~ ~~ ( ~ ~ ~ , " .\\ , ... .. i I ,- ~ . . , , " -.--- . v~ - i"'lt 1__ ;-:.......--.......J - \I:: " , ;1"}'~ll..in8 , I'JOIO Z" '1' "'LJi. l~ IOn'" r~ (. n. ,: :JU. t';;' .~ ')'.'U 'lJ ';X'ill:! '.- -,. " '<-'--'- .-.- -- - : " <> ,. . ' \ 'I J ". . ,~\ I . . .,', ,< " I f ., f. I r~ I .~ ~ ,t '~j t l',> '. . ..' i '0 -.. !" .1 '\1" ~ .. ,\ . "1'.. . .. ~-;.o ~ . . 4 _.. ._..,..- -.. ..... . -- - - --.- - - -.-- -- -- - ,.-.- - ._~ _._-- ----. _.... ..- -- -- ~- - - -- -_.. .- -., ..- _.- --- - - --.-. -. - -- --..,- '"i D' A'AO,47906 COMMONWEALTH OF PENNSYLVANIA NO. " , DEPARTMENT O' REVENUE ," OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX .tV-II""IU" 3 ROMAINE E RICHARDS ETAL C/O DONALD B HAFER CHECK" 100:3 RECEIVED FROM: DONALD B HAFER BOX 16 BEVEN KITCHENS ROAD WINFIELD PA 17889 ESTATE INFORMATION, r.'t FilE NUMBER lIII 21-199:5-0434 EJ NAME OF DECEDENT IIAST) II DATE OF PAYME,NT m POSTMAR COUNTY DATE OF DEATH REMARKS SEAL ~J.,inD ~ fa ACN ASSESSMENT r:t CONTROL ... NUMBER AMOUNT 101 .2,389.07 ICXDHU,J I I SSN 188-03-4303 IFIRSTI IMII m TOTAL AMOUNT PAID SI?,!'lB9.07 REGISTER OF WILLS &.J WILLS - -- ---- ------------...... ----- ,-- - -, -.. - - - - -- - - - -- - - --;.- ,- - -,- .. " ,. ' , .. ---- \" -- -'-_"--'-;C".---'" .1 __~". . ...._1... [.,/ REV-1547 EX AFP (12-94* CDtM)HWUlfll OF r[HHSVlVAHIA DEPARTHEMT OF REVENUE BLlAUU OF lHDI\lIDUAL TAXES OEPT. Zla60l IIARAISIUPC, PA UUI.0601 /5-?JCj,.c-" G ACN 101 NOTICE OF INNERITANCE TAM APPRAISEHENT. ALLOWANCE OR DISALLOWANCE DF OEDUCTIONS AND ASSESSHENT OF TAM DATE 09-18-95 FILE NO. 03- 01-95 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAM PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYA8LE TO "REOISTER OF WILLS. AOENT" REMXT PAYMENT TO: DONALD 8 HAFER BOX 16 7 KITCHENS RD WINFIELD PA 17889 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 A.aunt R..lttad CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... REv=is4TEx--Aiip--iiZ':94riliii'-icE--ri'F"YNHEiiifliNcE-;'AX-APiiiij'isEifEilT";-AL.i"ciwliNCE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE! OF HAFER ALICE E FILE NO. 21 95-0454 ACN 101 DATE 09-18-95 TAM RETURN WAS, (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED aNI ORIGINAL RETURN 1. R..l Eat.t. (Schedule A>> n) 2. stocks and Bond. (Schedul. OJ (2) 3. Clo..ly Held stock/Partnership lnt.r..t ISchedule C) (S) 4. Hartg'D../Hot.. Receivable (Schedule DJ (41 5. C..h/Bank Deposita/Hilc. Perlon.l Property (Schedull E) IS) 6. Jointly Owned Property (Sch.dul. f) (6) 7. Transfer. (Schedull GJ (7) 8. Tot.l A..et. APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Funeral Exp.n.../Adn. Co.ts/Hisa. E~p.ns.' ISch.dul. H) I') 10. D.bts/Hortgag. Liabiliti../Uans ISchadule U nO) 11. Total Dlduotion. 12. Hat Value of raM Raturn 15. Charitlbla/Covarnnlntal naqu..t. ISch.dul. J) 14. H.t Valu. of E.tat. Subjlat to Tax I~ 8n a8se88ment was issued previously, line8 re~lect ~igures that include the total o~ ~ ASSESSMENT OF TAXI 15. Anaunt of Lin. 14 at Spou..l rat. 16. A.ount of Lin. 14 tax.bla .t Linaal/Cl... A rata 17. Anount of Lin. 14 ta~lbl. at Collateral/Cla.. 8 rat. 1e. Principal raM Du. NOTE I (15) 1161 1171 TAX CREDITSI PAYHENT DATE 06-19-95 RECEIPT HUH8ER AA047906 DISCOlJIlT (+ I INTEREST (-I .00 I CHANOED .00 .00 .00 .00 49 .202.77 .00 .00 181 49.202.71 6,051.55 .00 llll 1121 IIS1 1141 6 .n~1 ~~ 43.151. 22 .00 43.151.22 14, IS and/or 16, 17 and 18 will return8 ass88sed to date. .00 M'OO. 43.151.22 M .06. ,OOM.1S. 11el .00 2.589.07 .00 2.589.07 AHOUNT PAID 2.589.07 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 2.589.07 .00 .00 .00 . IF PAID AFTER OATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl. YOU HAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I \I \ !....( , '.~ ,\n~ '" c::.> 0\ ..- n. v_I l/i ;1 I) P-) i.l -~ 1,J(..l:: ~~, :;> 0:' aU RES....tION. ....... .f ......... ..1.. .n .r ..f.r. o......r IZ. I'.Z -- If on. ....r. In..r..' In ... ...... I. .r.....rr.d In .......Ion .r onl.."" .. CI..' I ,..II...r.11 .onofl.l.rl.. .f .ho d....... .f..r ... ...Ir..lon .f ... ...... f.r Ilf. .r f.r ...... ,ho C._......It. ..r... ...r...IY ....rv.. .hO rlQh' .. ...r.Io' and ...... .....f.r l"""rI...... I.... .t the lawful ct... . (ca11a,ara11 rlt. on any .uch future In,.r..t. PIJIl1'Os, '" NOnCE' t. fulfill ... ..qulr...n.. .f s..Uon UA' .f ... I_rlt.... and ...... to. .... ... ZZ .f 1991. 7Z .... section Zl~O. 0..... ... 'op ..rll.n .. ..1. H.lI.. and .....It vlt. .our .....n. .. ,ho ...Io..r .f Willa .rln..d on .ho r.v.... old.. ..-Hak' check or Mnfi'l ord.,. pnabla tOI REGISTER OF MILLS, AOENT .11 ........ r...lv.d ,"11 fir" .. ...11.. .. on. In..r..' v.I.. .., .. due .1'. on. r...lnd.r ...II.d .. ,hO .... PAvtE"" . rofund .f . ... ...dlt. ..,I.h v.. n.' r......... on ... to. ...urn. ... .. r........d .. .....1.11.. on ....II...lon f.r ..fund .f p.nn..'vonl. I...rl..... and ...... t... ,..V.'SISI. ..p'I...I.n. .r. .v.II"" .. .hO Off I.. .f ... ...Io..r .f will.. ... .. ... ZS ..v...... olo.rl.. 0/11.... .r .. ..111.. ... ...clol ZA-hour on...rln. ..rvl.. .....r. f.r f.r.. .rd.rlno' In ponn..lv..l. I.....S.Z.Z.... cu..ld. .ann..lv..l. and within local Harrllburg .r.. (711) '.7-.a~, lDUI (1171 772-2252 CH,.rlng l~.lr.d Onlvl. RfFUHD (CR II OBJECTIONS' An. ..r', In 'n..r..' no' ...Io/l.d .It. .hO op...Io...n', .11...... .r .1..Uc...... .f d.....Uon.. .r .......on. .f ... Ilnc'udln. d"'oun' .r In.....lI .. ....... on ..10 H.lI.. .... .bl'" .U.ln 01... lAD) d... .f r...I.. cf thh HoUc. bW1 ...rl...n .r.'." .. ... P' o...r...n' .f ..v.nu.. I..rd .. .....1.. Oop" ZII.ZI. H.rrl.bUr.. P' 17IZI-I.ZI. DR ...I..lI.n .. .... .h. ..It.r ....r.ln.d .. _It .. ... ...oun' .. .hO .....n.l r..r..on..Uv.. DR .-,pp..l to 'hi Orphan,' Court. 'OIIIH tSfRATlVE CORRECT IONS I F.C'..' ...... d....v.r.d cn ..10 .......on. .hoUld .. .d.r....d In .rllIn. ... P' o...r..on. .. ..v...... lur." .f Indl.'du.1 ,..... .lTH. PDO' .......... ..vl.. Unl'. D..'. .....1. ".rrlobUr.. P' 17........ P.on. '7'71 7.7.'.... S.. p.'. S .f ... ....1.. .In..ru.'lon. ..r I...rl..n.. t.. ...urn f.r . ...Id..' Dlcadlnt" (REY-ISOl) for an .~plen.tlon 0' Idalnlatratlvlly carrllct.blll lIrror.. DiSCOUNT I If on. ... d.. I. p.ld .,..In ..r.. IS) ..I.nd.r .on'h' .f,.r .h. d...d.n". d..'.. . flv' p.r..n. I'~) dl..cun' ., the t.. p.id I. Bllawed. In..r." I. ...r." ...Innln. .1'. fir.' d.. .f ..llnqu.n... .r nln. 1.1 .cn'.' and on. 'II d.. frc' .ho d." .f d..th. .. ... d.t. .f ....on.. ,.... v.I.. ...... d.'ln..... ..f.r. J....r. I. 1.1' b..r In..r..t .. .hO r." .f sI. l6Xl p...on. p.r """"" ..,.u'.'.d .. . d.lI. ro" .. ....1.... All t.... ..1.. ...... d.lIn...n' on and .".r J.....r. I. 1.1l .111 ...r 'nur..' .. . ro" ..I.. .111 v... fr.' ..,.nd.r ...r t. ..I.nd.r ...r .11. .... ra" onneun..d .. .h. .. o...r...nt .f ..v.nu.. T.' ...'1...,. In..r..t r.'.' fcr I,IZ t.rough I'" .r.. INTEREST I ~ Int.,e.t Ret. DlIllY tnt.rut r.ctar ~ Inhr..t R.t. D.llv tnt.r..t Feeta' 1912 Z.~ .OOOS'" 19a? .. .000247 1911 ,,~ .ODDft31 1981-1991 \IX .000501 191ft 1I~ .DOasOl 1992 '2 .000Z,-.7 1915 U:< .ooass, 199]-199" 7~ .00019Z 19.' 102 ,aOOUft 1995 .~ .000Z47 --Int.,ut I. cBlcul.t.d I' falloW" IHTEREST . BALAHCE OF TAX VHPAID X H~BER OF DAYB DELIHQUEHT X DAILY IHTEREST FACTOR .-An. H.lI" '....d .".r .h. ... ....... d.lI"""on' .Ill r.f1..' ... In..r..' c.l.ul.U.n .. /Ill.... 1I51 d." ...ond ... .... .f ... ........... If ....on. I. ..d. .f,.r .h. In..r..' .c......lon d.'. ..... on ,hO Hatlu, IIddltlonlll lntere.t MI.t b. c.lcull1t.d. y CERTIFICATION Of' NOTICE UNDER RlJl,E 5.6! a) Name of Decedent I /}LI'-:I: ELI Z/I dETII , Date of Death: A1/!.<!c.11 / /99::r .' Will No. /9 9_'''-: t) () 1/.,,- ~ Admin. No. III/ ;:' J:- /P / 19"'-(/0 ,-/,,"-~ To the Register: I certify that notice of beneficial intprest required by Rule 5.6 (a) of the Orphans' Court 'Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Name ~)oP1 I1l1vtl..- f! Ie. J!KlIC./J.5 )",011/ L n tl", r--vte Addres s ~t.).;- /)E.J'I/II':"-" to'T "lEt;II.4l'1lc"SIl/f!..~ /,,, / /' 0 8011 II. it!{VPII:'~ tJ /'/1 /7FJ'1-"<;l/~ . I Cll.e,,~ VAl I SHIli.T;!. /' Ii ,"f ",,r ./17 H,'.","i,.-.U 1tIf/II~r jl,f '71"..1/ I Notice has now been given to all person~ entitled thereto under Ruie 5.6(a) except '.) i.,",; 'c': L~,,,-, f ;CL~'vU~ Signature Name /(' 11 ... 11 , Iff rL- ;;. /rll ('/-III bJ I) <;' Address L/t/~- ;)1=7-1111I0::.1:"/ e.T I'r1 Fc...I-!lI-tJlv':',8 ve. (.... PA Telephone!?/}) 7tt. F'/'" 3 Capacity: ~ Personal Representative Date: Id, (). IJ- 1S- \(1 ('.; C', o f'-l ,- ;"_"l -_7; Counsel for personal representative C1: '"- ~~ ~::> 00 , . NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF~V~4t~/A~O , PENNSYLVANIA In re Estate of /I L' G.t: fLIZ/1L1t>;A' IIt9r~ie.. , deceased, No. &11 1./.,>-..; of I '77-,,,- TO I l' II'I~ ,...Ie-- [ jfJl> f-J--t? ,fl(,/ln-"",U .{I'-/''--Ilt-lfiNC-<: ~ 0- ( bene fic iary ) . Ll7t'~.47fIf/I"'(jv"'1- roll . /),,<1/1)' ,I I/" J<"~.(:1, jJ d Y II.. kNi /I"'-~ ~ 1""'1 I- 7,p.r f (addres s ) (.1Itf'ot.y'" / .s~'-r.J- Y/1ROr .)1'1 Ilu",,,~tJ IVP""r- t"'f 17.1'..31 Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows: (if additional space is needed, use back of page) Name of decedent 1/ L Il~ t: /:/.IZ-9,;!'~ n( #/f rER- Last known address .:5dd ,(J/J.....s"'7~.1 41,-., dv#R~-;k.LAjIJ,/J ~JJ. of decedent Date of death ml/Cc.H I IIi' Place of death If. />1": County of grant of original letters Decedent died t--" testate intestate. A copy of the will is is not attached. Name(s), addressees) and telephone number(s) of all personal representatives appointed Name f(""'/I l,v(!., t:, If'tt.Il,..c~.J j)MJ9.t.o ,{4 ri:-Z:- e. I} IJ /. Y AI sllcl )1.J- Address Telephone 4J/~ /)0,4/01.:.&1' c.T mb"0I1/B~ 76'~.-F43 1 i3d Y I( 41 III r/c--L/J I'JJ /7 r.r 'j /6 oJI" ..J 1'1 1-~""naJf k/1/1'!lCr ~A 17J J 1