The URL can be used to link to this page

Home My WebLink About95-00459 '. . ',. ./ (! STATUS REPORT UNDER RULE 6.12 Name 0 f Decedent: BARBARA B. HARRISON Date of Death: HAY 17. 1995 Will No. 1995-0459 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No x 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: UNCERTAIN: EXECUTOR RECENTLY FILED A COMPLAINT TO RECOVER DAMAGES FROM THE: DECEASED'S BROKER 3. If the answer to No. 1 is Yes, state the followingl a. Did the personal representative file a final account with the Court? Yes No 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. Date: 81 J If ) /c1w, (I ti/,-. Signat.ure <-; ", DAVID E. LEHMAN. ESQ. Name (Please type or print) MCNEES, WALLACE & NURICK P. O. BOX 1166 Address HARRISBURG, PA 17108-1166 ( 717 ) 232-8000 Tel. No. 0\ f'__ I- I ,:-> I.'J . . a: .. C.. ~l .~: :'j uu Capac ity: x Personal Representative Counsel for personal representative (HAH:rmf/AM3) Estate No.: 2l.1995-0459 ORPHANS' COURT DiVISION. COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA No. 1995-0459 . JRD/June 30, 1992/17858 In Re: Estate of BARBARA B. HAllIUSON Late of HAMPDEN '!'WP NOTICE OF FAILURE TO FILE STATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representative: Counsel for Personal Representative: DAVID E. r.EHMAN, ESQ., Date of Decedent's Death: MAY 17, 1995 Date of Delinquency Notice: JUNE 24, 1997 The undersigned, Mary C. Lewis, Register of Wills. in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notilies the Orphans' Court Division. Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have tiled with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on JUNE 24 ,19.2..1 and that the ten (10) day notice to tile the StalUs Report has expired. Accordingly, in accordance with Rule 6.12 the Court Is hereby notilied of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: Jur,y 18, 1997 (L'LL G. \ · Ul~ 1 VITI Ll{f[ QtLt Mar C. ewis, Register 0 Wills Distribution: Personal Representative Counsel for Personal Representative Estate File 3 :oCJ ~ m. PRIOR TO THE HEARING ----:-- ':.. . ; '. "',C,.,'.' "'" '::'t.. , ,':. < :;' ,A~0; ':~'<. '.; t~" .' '" ;", ":,:,,;!':::~t' .. . .'. . : ~ \? '!\~ i';'~j'; ",:\i : "c:N. " " .,' -" ." .~ . " . ",. . ~., '." ..' . '....'.,\,..!..;.... ;:. lc;, ,'" ".' ., :';' '.': ' '<:,'.,':), ..,....,-.{j'. "c' . ;,~J ~ 'Ci.,',.\:., ':.'; ;.': "'/ f; ";'; " .iI. ~., 'L!~ ',.i:'~;1 ~'~~,1; i::'.'O' .:~' ,~.' ',;"';, l;~\ r 3; :4'::' , . ~~~(~:~,.- .~. ': :;:' ., ., , . ">,1': :~:;'~':!:q<~' '--~ .. '~:. -'':\~.;.';.\: ,,3t :-' 1'1:.,\'" "; ; .:,~,;' ".' "}";:-',''''''" ~ :'i'i~':~j:i,' i , :t''' ; [~.< ~' (~~--:iljf~r l i';:i::';i"'/ " , '('t\~ r:,":'''' ~-::, . ' : (,- '", '- I _G , '.Q ~~ , t I .~'~ ]I 1j1:.~ , , . ' ',.",' ", " ','.: I." .", . , , tc " ':,," 'I: '.':;. ,', ~ .::~ t i"'~::':q ',' ;:.: ~ ' t.~ ' ' '~!i:j,:,:/"" ';..., " ' ~',.c";, ";/':'.:,.' , . ' ' 'p ..'< :(.... ''':r\ ';:~.'c:;:~\";-:;- .' ., '. . { ., '..' .... . , , . . . L '. ".:; "".' : '",~.,. .,i; ...... : r. .. ;~1~1 :,;:',';\":::}~r!'S';('> .'~ ,0 .,' ',. <,'......;~;~;.;c{~' , . . J CU' . " ~ ~ '~.",-c. T ~ '.;~', " ' ~ , , , ;:;~ ':;"'.:' '.' "'0' t I?J;~_, '.'! I. ' ;tt...~J,., .,1-. '..:. ~o ~.. ~..,U!l;.. . "" ,- .0 . III ',I~~j . Z' LI.I ,"', T ,. ~ __ _ T ~' , ~ I...} . " t~~c': ~~h' '. ,.'lt~:( 0-::,; ti!~'~'~; . '~;i;,,', t!i;~~':,II.":_:' " "'J, ; , ,~ " > ,. ... , .:' ; ':'. '. . '. , ;.::' ......':..>; " ~fitV'J~ '::-~l;~ o '{:: .' ";~H '.. '~1 ',;i;: (.c'~'i . .; . . ,'., .... ,. ". ,0;, . .' ,": """:;",:..',,'; '~;~;.;d .' .... .,-:, ,.,. . .: '- -~ > .. - . , .,. 'J ..:' , . "?J~.T . " .........:...:" :;. '. ::,.;,. "".' >'.- ..i:~=.. . . . .: j::;;',.. ",: '. "'.','s, :"i?' " ,;.:"" ':i,'''': . I . "':'F~":\!i#1if,..,':;..fr~.t,.;'.: '... ',j, d.;, '. "., n """C' ". .... " .' <~ll}t';'!'{i:~ I Estatc oJ 13nrbara 13. Harrison also knowlI as Barbara Harrison PETITION 1'01{ PIWUATE and GItANT 01' LETTEItS d/- 9.5-.J/-51 No. To: I{cglster of Wills for thc Dcccascd. County of Cumber land In the Social ScmrllyNo. 21/-2q-~963 Commonwcalth of Pcnnsylvanla The pctltlon of thc undcrslgned respcctfnily represents that: Your pctltloncr(s), who Is/are 18 years of agc or older an thc eKecut or In thc last will of thc abovc dcccdent, dated Februarv 17 and codlcil(s) dated named , 19..J!1L (Ilalt releva"I ,lrClIrnSlanCCI, e.8. renunciation, death or e~<<Ulorl tlC'.) Decendcnt was domiciled at death In Cumberland her last family Qr prlnclp\ll resldcncc at \50 14 Apache E!'! 1 n 7 Ii Ii (, ~\(I VY'\ r de "---'-UJ r ;J (lIlt IIrel:l. number and mundpalhy) Decendent, then 77 years of agef:died May 17 ,19 95 M Polyclinic Medical Cen er . EKcept as foilows, decedent did not marry, was not divorced and did not have a child born or adopted after eKecutlon of the will offered for probate; was not the victim of a killing and was never adjudicated Incompetent: Decendent at death owned property with estimated values as foilows: (If domiciled In Pa.) Ail personal property $ .':1 'In 0 . 0 C (If not domiciled In Pa,) Personal propcrty in Pennsylvania $ (tf not domiciled In Pa.) Personal property In County $ Value of real estate In Pcnnsylvanla $ situated as follows: County, I'liennsYlvanlaU with Drive, Mec anlCSO rg, WHEREFORE, petltloner(s) respectfuily request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters Testamentary (I~lamentar),i admlnluratlon c.1.a,; administration d.b,n.c.t.a.) theron. j !~ ]~ ~! 1!~ .r III 'M.g--:/~IL Robert Grant Harrison 5014 Apache Drive MectHlnicsbllra. PA 17055 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUMBERLAND /5-.31-9 The petltloner(s) above-named swear(s) or afnrm(s) that the statements In the foregoing petition are true and correct to the best of the knowledge and beilef of petitloner(s) and that as personal represen' tative(s) of the above decedent petltioner(s) will well and truly administer the estate according to law. Sworn to or afnrmed .,.and subscribed . /l.,t..a-0~ ' . !!l before me this / J d~ of ~ 9 ~ ~_G . -J!.Lw . ~ Rcglslcr I -U- :::. v . LEWIS Estate of No. 21 - 95 - 459 BARBARA B. 11ARRISON a/k/a BARBARA "ARRISON , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JUNE 14, 19~ in consideration of the petition on the reverse side hereof. satisfactory proof having been presented before me, IT IS DECREED that the Inslrument(s) dated February 17, 1988 de.lcrlbed therein be admitted to probate and filed of record as the last will o'f Ba r ba ra B. Harrison a/k/a Barbara Harrison and Lellers Testamentary ore hereby granted to Robert Grant Harrison -llifo (!J I!ff~ t1LLilm~~ . R~,hl<r or Will. MARy C. LEWIS FEES Probate, Lellers, Etc. ......... $ 25.00 Short Certlncates(3 ) . . . . . . . . .. $ 9.00 ~!!~~'et~on ................ $ 23.00 JCP $ 5.09 TOTAL _ $ ,,, nn Filed ...... A4~UA,. ).9.Q~............. David E. Lehman 15243 ATIORNEY tSup, Ct. 1.0, No,) McNees, Wallace & Nurick ADDRESS P.O. Box 11 66 Harrisburq, PA 17108 PHONE N t::~ ':~3 :'! '0.: .1/1 0'\ , 1.1:: .. , M ~ ~ " '~ i.; . " IU l5: to "'0: :E::l a: UU Mailed letters and order to attorney on 6-14-95. " 21 - 95 - 459 OJ.? )~ ,,~ t') :<t 01 <:r." ~~ o :,t .. .. () C) . ~ I ~ , I"'l .... . - ~ '", " cJg uu ., ." T? ~~" 0(11 1rl'O ero: ,") ~ ~, .. 2. Residue. I bequeath, devise, and appoint all the reet of my property, of whatever nature and wherever aituated, including property over which I hold a power of appointment, (a) one half to my son Robert Grant Harriaon or, if he does not survive me, to his iasue per stirpes, or, if no such issue survive me, pursuant to clause (b) of this paragraph 2, and (b) one half to my aon Bradford W. Harrison, or, if he does not survive me, pursuant to clause (a) of this paragraph 2. 3. Survival. If any beneficiary hereunder should die within sixty (60) days after me, then he shall be deemed to have predeceased me for all purposes of this will. 4. Spendthrift Clause. No interest of any beneficiary hereunder shall be subject to anticipation, pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his interest, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my fiduciaries for any lisbility of such beneficiary, whether such liability arises from his debts, contrects, torts, or other engagements of any type. 5. Facilitv of Peyment for Minors or Incompetents. Any amounts or assets which are payable or distributable to a minor or incompetent here- under may, at the discretion of my fiduciaries, be paid or distributed to the parent or guardian of such minor or incompetent, to the person with whom - 2 - such minor or incompetent resides, to a custodian for the minor under the Pennsylvania Uniform Gifts to Minors Act, or directly to such minor or incompetent, or may be applied for the use or benefit of such minor or incompetent. 6, Powers. In addition to such other powers and duties as may be granted elsewhere herein or which may be granted by law, my fiduciaries hereunder shall have the following powers and duties, without the necessity of notice to or consent of any court: (a) To retain all or any part of my property, real or personal, in the form in which it may be held at the time of its receipt, including any closely held business in which I have an interest and the stock of any corporate fiduciary hereunder, as long as in the exercise of their discretion it may be advisable so to do, notwithstanding that said property may not be of a chsracter authorized by law. (b) To invest and reinvest any funds held hereunder in any property, real or personal, including, but not by way of limitation, bonds, preferred stocks, common stocks and other securities of domestic or foreign corporations or investment trusts, mortgages or mortgage participations, mutual funds with or without soles or redemption charges, and common trust funds, even though such property would not be considered appropriate or legal for a fiduciary apart from this provision. - 3 - (c) To ssll, convey, exchenge, partition, give options to buy or lease upon, or otherwise dispose of any property, real or personal, at the time held by them, at public or private sale or otherwise, for cash or other consideration or on credit, and upon such terms and for such price as they may determine, and to convey such property free of sll truats. (d) To borrow money from any person, including any fiduciary hereunder, for any purpose in connection with the administration hereof, to execute promissory notes or other obligations for amounts so borrowed, to secure the payments of auch amounts by mortgages or pledges of any property, real or personal, which may be held hereunder. (e) To make loans, secured or unsecured, in such amounts, upon such terms, at such rates of interest, and to such persons, firms, or corporations as they may deem advisable. (f) To renew or extend the time for payment of any obli- gation, secured or unsecured, payable to or by them aa fidu- ciariea, for as long a period or periods of time and on such terms, as they may determine, and to adjust, settle, and arbitrate claims or demands in favor of or against them. (g) In dividing or distributing any property, real or peraonal, included herein, to divide or distribute in caah, in kind, or partly in cash and partly in kind. - 4 - , . (h) Without limitation of powers elsewhsre granted there- in, to hold, manege and develop any reel estate which may be held by them at any time, to mortgage any such property in such amounts and on such terme as they may deem advisable, to lease any such property for such term or terms and upon such conditions and rentals as they may deem advisable, whether or not the term of any such lease shall exceed the period permitted by law or the probeb1e period of retention under this instrument; to make repeirs, replacements end improvements, structural or otherwise, in connection with any such property, to abandon any such property which they may deem to be worthless or not of sufficient value to warrant keeping or protecting, and to permit any such property to be lost by tax sale or any other proceedings. (i) To employ such brokers, banks, custodians, investment counsel, attorneys, and other agents, and to delegate to them such duties, rights and powers as they may determine, and for such periods as they think fit, (j) To register any securities at any time in their own nsmes, in their names as fiduciary, or in the names of nominees, with or without indicating the trust character of the securities so registered. (k) With respect to any securities forming a part of the trust, to vote upon any proposition or election at sny meeting of the corporation issuing such securities, snd to grant proxies, .5- discretionary or otherwise, to vote at any such meeting; to join or become a party to any reorganization, readj ustment, merger, voting trust, consolidation or exchange, and to deposit any such securities with any committee, dspository, trustee or otherwise, and to pey out of the essets held hereunder, any fees, expenses and asoessments incurred in connection therewith, to exercise conversion, subscription or other rights, and to receive or hold any new securities issued as a result of any such reorganization, resdjustment, merger, voting trust, consolidation, exchange or exercise of convsrsion, subacription or other rights and gen- erally to take ell action with respect to any ouch securities as could be taken by the ebsolute owner thereof, (1) To engage in sales, leases, loans, end other trans- actions with the estate of my husband or any trust established by either of us, even if they are fiduciaries or beneficiaries thereof, (m) To exercise all elections which they may have with respect to income, gift, estate, inheritance and other taxes, including without limitation execution of joint income tax returns, election to deduct expenses in computing one tex or another, elec tion to split gifts, and election to payor to defer payment of any tax, in all events without their being bound to require contribution from any other person. . 6 - l " (n) To operate, own, or develop any business or property held hereunder in any form, including without limitation sole proprietorship, limitod or general partnership, corporation, associstion, tenancy in common, condominium, or any other, whether or not they heve restricted or no management rights, os they in their discretion think best. 7. ~. I direct that all estate, inheritance, and succesaion taxes that may be assessed in consequence of my death, of whetever nature and by whatever jurisdiction imposed, other than generation-skipping taxes, ahsll be paid out of the principal of my general estate to the same effect as if said taxes were expenaes of administration, except that any ouch additional taxes (and interest and penal tie 0 thereon) imposed on account of my intereat in or power over any trust established by my husband sholl be paid out of the property held in ouch trust, and all other property includible in my taxable eatate for federal or state tax purposes, whether or not passing under this will, shall be free and clear thereof. 8. Fiduciaries. I appoint aa executor hereunder my son Robert Grant Harrison, of Mechenicsburg, Pennsylvania. If he ahou1d be unable or unwilling to serve or to complete the administration of Iny estate, then Michelle H. Harrison shall serve in hia place. My executor shall serve os guardian of the property of any minor beneficiaries hereunder, under any instrument of trust executed by me, under any policies of insurance on my life, and in any other situation in which the power to make such appointment exists under the laws of Pennsylvania. No individual fiduciary sholl be - 7 - '. " , ' liable for the acts, omissions or defaults of any agent appointed and retained with due care or of any co-fidueiary, No fiduciery named herein shall be required to furnish bond or other security for the proper performance of his duties hereunder. 9. Gender. Unless the context indicates otherwise, any use of masculine gender herein shall also include the feminine gender. IN WITNESS WHEREOF, I, BARBARA B. HARRISON, herewith set my hand to this, my last Will, typewritten on nine (9) sheets of paper including the self-proving attestation clsuse and signatures of witnesses, this I~dsy of ~ , 1988. J~ n~,tt,(, 1t1.J..~t"" (SEAL) BARBARA . HARRISON WITNESSED: ('n""""", ,~",;t" ~c2,u.... ~~,AtJ~ residing at ':rH', /;iv,', RJ flre!,tllllt"h"'?1 PI-I, 17(,';5 residing at tt~~/ril"JI {!II COMMONWEALTH OF PENNSYLVANIA COUNTY OF SS: BARBARA B. HARRISON (the testatrix), CArmpn SAn~A MAriR and nnnA Tn R t<1;li RPl (the witnesses), whose names are signed to the foregoing instrument, being first duly sworn, each hereby declares to the undersigned authority that the teatatrix signed and executed the instrument as her last will in the presence of the witnesses and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein - 8 - ..__.....,.~"".~..n."'.....,._~_......., FOR DATES OF DEATll AFTER 12131191 CHECK HERE IF A SPOUSAL POVERTY CREDIT IS CLAIMED FILE NUMBER 21 1995 COUNTY CODE YEAR DECEDENTS COMPLETE ADDRESS 5014 Apache Drive OATE OF DEATH DATE OF BIRTH Mechanicsburg, PA 17055 05/17/95 Coun CUmberland NA ILA.T, SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) o 40. Futuro In10rosI Compromise (10' dolo. 01 doolh ol1or 12-12-02) (B 6. Docodont Dlod Tastala 0 7. Docodont Malntalnod a Uvlng TruSl (Moch copy 01 Will) (Al1och copy 01 TrU.I) AU. CORRESPONDENCE AND CONFlDErmALTAX INFORMA110N SHOULD BE DIRECTED TO:, ,'i; "" i:, 'i: i,':ii' NAME COMPLETE MAILING ADDRESS David E, Lehman McNees, Wallace & Nurick TELEPHONE NUMBER P, O. Box 1166 (717) 237-5285 Harris PA 17108-1166 1, Rool EOIOIO (Schodulo A) (1) None 2, slocko ond Bond. (schodulo B) ( 2 ) 0 , 00 0, Clo.oly Hold slock/Portnorshlp Inlo,o.1 (Sch, C) ( 0 ) None 4, Mortgogo. ond NOlO. Rocolvoblo (schodulo D) ( 4 ) None 5, Co.h, Bonk Dopo.lts & Mlscollonoouo Porsonol ( 5) 3 , 959 . 58 P'opor1y (Schodulo E) 6, Jolnlly Ownod Propolty (schodulo F) 7, T,anslo18 (Schodulo G) (schodulo L) 0, TOlol Gross Assots (10101 L1no. 1-7) 9. Funaral Expanses, Admlnlstrottvo CoOlS, Mlscollanoous Expansos (Schodulo H) 10. Dobis, Mortgogo L1oblllllos. Lion. (schodulo I) 11, Tolol DoduCllon. (10101 L1nos 9 & 10) 12, Nol Voluo 01 EOlolO (Uno 0 mlnu. Uno 11) 13. Charllablo and Govornmental Boquosts (Schodulo J) "[V-laoO EX'I'-1I4) I ,,~- ," ( -', INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) COMMONWEAL TH OF PENNSYLVANIA DEPAnTMENTOFnEVENUE DEPr.2101101 ttAAAl9DURO, PA 17t:ll-OIlO' DECEDENT DECEDENTS NAME (LAST, FIRST. AND MIDDLE INITIAL) Harrison, Barbara B, SOCIAL SECURITY NUMBER 217 - 24 - 5963 II A LI A L j5U VIVIN 5 Qua ~H1ST AND MIDDLE INITlALI 1. Original Aulurn CHECK APPRO- PRIATE BLOCKS o 4. Umitod Esloto CORRES- PONDENT RECAPIT- ULATION ( 0) (7) None None (0) 1,763.44 (10) 2,656.74 TAX COMPlITA- TION 14. 15. SPOU'A' T,An,'.r. (lor dAtu of dllth IIt.r &.30.94). nil Inltrucllonl for Apphclbl. Pltcent.g. on P.g. 2. (Includ. y,'uII Irom 6ch.dul. Kor 5chedul. M.l 16, Amounl 01 Uno 141oxoblo 016% '010 (Includo voluo. f,om Schodulo K 0' schodulo M.) 17. Amount of Uno 14 taxoblo 0115% rata (Includo voluoslrom schodulo K 0' schodulo M.) 10. Prlnclpollox duo (Add lox 110m Uno. 15, 16 ond 17.) 10. Crodtts SpOut.r Poyerty Cr.dlt Prior Paymonls 14 (15) . . . - (10) 0.00. ,06 . (17) 0,00. ,15 . (10) Discount Inloresl 20. If Uno 19 Is rontor Ihan Uno 18, ontor tho dlNoronco on Uno 20. This Is tho OVERPAVMENT. 'A.i :c::hiilClk hlreft: 'ou'are're'Ueatlri Ilrehiridof. 'ourDvo '. iint';lil:ti!iiiiji:(,:iiiWiYi!i 21. If Uno 1819 gronlor than Uno 19, ontor tho dlfforonco on Uno 21. This Is tho TAX DUE. A. Entor tho Intorost on tho belnnco duo on Uno 21A. B. EniD' IholOlol 01 Uno 21 and 21A on Uno 21 B, Thl.I,lho BALANCE DUE. Make Check Pa able to: Re Ister of Willa, A ent ili:llil:llii:Ui1IiiliiI1i,Hllii!IPil:I:,:iiii:;iili!ili:!,Ii:.') '~:'BE'SURETON4SWER ALL'QUesnoNsoN PAGE ZANeTa RECHECK MATH 1.'i1lli~iillil:llilililillii:lilliliJIIl:'i1:IIiIIH;i~iIliiiii:iI!:Ii n or pon t os 0 por ury, oc aro I at avo oxam ne I 9 roturn, nc u ing accompany"g Be 0 U os on utotomonls, an to lot 0 IJ1Y no go and bollof, II Is truo, carroct and complolo. I decloro that nil rool oslalo has bOOn ropor1od at Iruo markot valuo. Declaration of proparer olher than tho por50naJ ro resontatllJo Is ba don 011 ormaUon 01 which ro aror has nn knowlod o. srONAT OF P ON E IDLE NJR FILING RETURN ADDRESS CATE 2...~;,:;' A/ See Schedule attached .~~ ADDRE!lS DATE P.O. Box 1166 ',;}/-r/fb" Harr~sburg, PA 17108-1166 + + /; .- 0459 NUMBER 3. Romalndor Rolurn l'or dalll 01 d.ath prlo' 1012.13.121 o 5. Fodorol EalOlo Tox RDIU,n Roqulrod _ 6. Tolol Numbat of Solo Doposlt 80'.. : i: i.:: ii II: ~" ; i: I: I : i L; ~'i ' (0) 3,959.58 (11) (12) (10) 4,420.18 (460,60) None (460.60) 0.00 0.00 0.00 (19) (20) 0.00 (21) (2IA) (21B) 0.00 0.00 0,00 -, , ,- ";I-~ _ ~__. ., _ _ ,____J! - ",' ';' h Estate of: Barbara B. Harri60ll 21-1995-0459 The follCMi.ng persons are signing the return as representatives of the estate: Robert Grant Harri60ll c/o McNees, Wallace &: Nurlck P.O. Box 1166 Harrisburg, PA 17108-1166 -, ,,'~ REV-11lO2 EX + (12-88) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NU BEft Barbara B. Harrison 21-1995-0459 (Property 10lnUy-owned wllh Right 01 survlvorehlp mUll be dllcloled on Schedule Fl All rell ellale ehould be reported et lllr merkel vllue which II denned .Ith. p~ce It whtch property would b. e.chlnged between a willing buyer and I willing 1IIIIr, neither bllng compelled 10 b or aall. both hlvln realonable knowlld . 01 the retlvlnllocls, ITEM NO, DESCRIPTlml VALUE AT DATE OF DEATH None TOTAL Also onlor on IIno 1. Roco IMoUon (If moro opoco la noodod. Inson oddl1lonol Ihootl of eomo slzo,) $ PAl5021 NTF 1211 Copyright Forml SOItWI'. Onl)', tl1I4 NIlcCl,lnc. HlI4PAD21 0.00 REV-tlOJ U. (.-11I1 SCHEDULE B STOCKS AND BONDS COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RUIDENT DECEDENT ESTATE OF FILE NUMBER Barbara B. Harrison (All properly 10lnUy-owned wllh RighI 01 Survlvorahlp mUll be dllcloled on Schedule F.) ITEM NO, 21-1995-0459 VALUE AT DATE OF DEATH DESCRIPTION 1 Indepro Property FUnd I L.P. No Resale Market 0.00 2 Inderpro Property FUnd II No Resale Market 3 Omt:l.nental Energy Program 1982-1 No Resale Market 0.00 0.00 4 Omt:l.nental Energy Program 1984/5-1 No Resale Market 0.00 TOTAL Also ontor on Ilno 2. Reel ItulltJon (I' moro IplCO Is noodod. Insort sddldonol shoots 01 lome 01%0,) 0.00 $ PAll5031 NT't't' Cop)'flght Fo'm. Softw.'. Onlv. t la. N.lco,lnc. N'.PA03 t REV-lID4 Ut13l-111 SCHEDULE C CLOSELY HELD STOCK, PARTNERSHIP AND PROPRIETORSHIP COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barbara B. Harrison eo Uti C.~r Clo'2mualb 'Illicit... IIII'""oh bllllnlilillnlerelt of lhulece ITEM NO. , otha. than a 1'10.10 Prtnf Dr T 0 FIll! NUMBI!II 21-1995-0459 rt,'ofaht ""P:i1i;:lH!!ii!i iiWli'!!i~. :i!iii:l:!Hil il"j11i';!I!;'lij,hp:!:! VAWE AT DATE OF DeATH DESCRIPTION None TOTAL Also ontor on IIno 3. Roc Ifulollon S (II moro opoco 10 noodDd, Inson oddnlonal ohoofo of oome olzo,) 0.00 PAl5041 NTF '''' Copyright Forml SoUwa,. Onl." 11i4N.lco,lnc. NI4PAD4, REV-ISO' EX..'-II) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES AND NOTES RECEIVABLE i Pl.... Print or , · FILE NUMBER 21-1995-0459 ESTATE OF Barbara B. Harrison All ro e olnU -owned wIth the RI ht 01 Survlvorahl mUlt be dllcloled on Schedule F, ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH None -, I , ~ , I' II I , j I I' I' f! I: ; I i I I' , i' . . L PAI5071 NT"... CDPyrllltlt FDrm. Softwara 0"1)',11114 NalcD,lnc, NSl4PA07, TOTAL Also .nl.r on IIn. 4. Roc. Il1JI.tJon S (If more IPlc.11 need.d. Ins.rt .ddlllonalshoots 0' same sl..,) 0.00 REV-1S0IU.(l_111 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PIOGSO Print or 0 FILE NUMBER COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAlC RETURN RESIDENT DECEDENT ESTATE OF Barbara B. Harrison All e oln -owned wllh the RI hI 01 Survlvo,shl ITEM NO, mUlt be dllcloled on Schedule VALUE AT DATE OF DEATH DESCRIPTION 1 Dauphin Deposit Bank: Checking Account 110061201642 Interest accrued to date of death on aI:ove item 2 Net inc:x:lre accrued to date of death on George A. Harrison Trust, Dauphin Deposit Bank: and Trust Cl:::llq:lany, Trustee 3 Polyclinic Medical Center -- refund 4 F\1rniture and furnishings PAI5011 TOTAL Also enle, on line s, Rocs IIulsllon $ (Anach eddl1lonal81/2" Xl'. sheels II more spsce's needed,) NTF 121' CopyrIght Fotm. Soft.at. Only, 1C114 Nelco,lnc. NCl4PAOlt 21-1995-0459 2,657.33 0.13 876.82 270.30 155.00 3 959.58 ,^ REV-H50l1 EX + (12-00) COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Barbara B. Harrison SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 21-1995-0459 Jolnttenanl(a): NAME ADDRESS RELATIONSHIP TO DECEDENT JotnUy.owned property: LETTER DATE DOLLAR VALUE OF ITEM FOR MADE DESCRIPTION OF PROPERlY TOTAL VALUE DECD'S DECEDI!Nl'S NO. JOINT JOINT OF ASSET '!lINT. INTEREST TENANT None TOTAL (Also onlor on IIno O. Roc.ollulallonl S 0.00 (II more specD Is "coded, Insort ddditlonal shoots or sama slzo.) PA16091 NT' 121M CDpyrlght Form. BaUwar. Onl.,., tilf4 NelcD,lnc. Na4PAoi1 REV-l 010 EX . (2-07) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G TRANSFERS PLEASE PRINT OR lYPE FILE NUMBER Barbara B. Harrison 21-1995-0459 THIS SCH, MUST BE COMPLETED & FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF COVER SHEET IS YES, DESCRIPTION OF PROPERlY DECO, DOLLAR VALUE ITEM Includo name ot tho transfOfoo, tholr EXCLUSION TOTAL VALUE ~ OF DECEDENTS NO, rolaUonahlo to docodonl. dalo 01 kanalor, OF ASSET INT. INTEREST None TOTAL (Also onlor on IIno 7. RocapltulaUon\ $ 0.00 (II moro apaca Is noadod, Inao~ additional ahoota 01 aarno alzo.) PA1Sl01 NTFI21'A Copyrlghl Form. Softwa,. Onlv, 1814 N.tco.ln~ NII4PA101 REV-1111 EX .11/83) COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT. MORTGAGE LIABILITIES AND LIENS PI.... Print or IFILE NUMBER 21-1995-0459 ESTATE OF Barbara B. Harrison ITEM NO. DESCRIPTION AMOUNT 1 Polyclinic Medical Center 2 Tristan Associates - - balance due 2,121. 70 3 Edm..tnclowi.cz Watkin and Freslmm Assoc. -- balance due 4 Michelle M. Harrison -- reinbJ.rserrent for payrrent to Sharon Fox for perm for decedent 5 PA Hema. & Med. One. Assoc. -- balance due 8.09 4.77 46.00 6 Harrisburg Hospital -- balance due 6.38 469.80 TOTAL Also ontor on IIn. 10. Roca Il\JIation (11 moro apacoil noodod. InIon addlllonallhoota olosma olzo,) s 2 656.74 PA15121 NTF.IIO Copyright Forml Software Only, 1111M Nelco, Inc. NMPA121 nEY~I'13 EX. f2~.P) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Barbara B. ITEM NO. Harrison NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP 21-1995-0459 AMOUNT OR SHARE OF ESTATE A. Taxlblo Boquolls: ITEM NO. NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Chatlloblo ond Govornmontol Boquosll: None TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS Also onlo' on llno 13. Roc lIulltlon (II more ."Ice II neodld, Insert IddlUonl1 Ihlllo 01 uml 11.0) s 0.00 PAt&131 NT' "lOA Copyrlgflt Fo,,", Sottwar. ani)'. 111I4 N.,co, Inc. ND4PA131 2, Residue. I bequeath, devise, and appoint nll tho rost of my property, of whatever nature and whorever situatsd, including property ovor which I hold a power of appointment, (a) one half to my son Robert Grant Harrison or, if ho doe a not surviva me, to his issue per stirpes, or, if no such ,f isaus survive me, purauant to clause (b) of this paragraph 2, and (b) one half to my son Bradford W. Harrison, or, if he , doe a not survive me, pursuant to clauae (a) of this peragreph 2. 3. Survival. If any beneficiary hereunder should die within sixty (60) days after me, then he ahell be deemed to heve predeceaaed me for all purposes of thia will. 4. Spendthrift Clause. No interest of any beneficiary hereunder shall be subject to anticipation, pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have power in any manner to charge or encumber his interest, nor shall the interest of any beneficiary bo liable or subject in any manner while in the posaession of my fiduciariea for any liability of such beneficiary, whether such liability arisos from his debts, contracts, torts, or other engagements of any type. 5. Facility of Payment for Minors or Incompetents. Any amounts or a3sets which are payable or distributable to a minor or incompetent here- under may, at the discretion of my fiduciaries, be paid or distributed to the parent or guardian of such minor or incompetent, to the person with whom - 2 - such minor or incompetent resides. to 0 custodion for the minor under the Pennsylvania Uniform Gifts to Minors Act. or directly to such minor or incompetent, or may be applied for the use or benefit of such minor or incompetent. 6. Powers. In addition to such other powers and duties as may be granted elsewhere herein or which may be granted by law, my fiducisries hereunder shall have the following powers and duties, without the necessity of notice to or consent of any court: (a) To retain all or any part of my property, real or personal, in the form in which it may be held at the time of its receipt, including any closely held business in which I have an interest and the stock of any corporate fiduciary hereunder, as long as in the exercise of their discretion it may be advisable so to do, notwithstanding that said property may not be of a character authorized by law. (b) To invest and reinvest any funds held hereunder in any property, real or peraonal, including, but not by way of limitation, bonds, preferred stocks, common atocka and other securities of domestic or foreign corporations or investment trusts, mortgages or mortgage participations, mutual funds with or without sales or redemption charges, and common trust funds, even though such property would not be considered appropriate or legal for a fiducisry apart from this provision, .3. (c) To sell, convey, exchange, pertition, give optlena to buy or leese upon, or otherwise dispose of any property, real or personal, at the tima held by tham, at public or private sale or otherwise, for cash or other consideration or on credit, and upon such terms and for such price as they may determine, and to convey such property free of all trusts. (d) To borrow money from any person, including any fiduciary hereund~r, for any purpose in connection with the administration hereof, to execute promissory notes or other obligations for amounts so borrowed, to secure the payments of such amounts by mortgages or pledges of any property, real or personal, which may be held hereunder. (e) To make loans, secured or unsecured, in such amounts, upon such terms, at such rates of interest, and to such persons, firms, or corporstions as they may deem advisable. (f) To renew or extend the time for payment of any obli- gation, sacurad or unsecured, payable to or by them as fidu, eiaries, for as long a period or perioda of time and on such terms, as they may determine, and to adjust, settle, and arbitrate claims or demands in favor of or against them. (g) In dividing or distributing any property, real or personal, included herein, to divide or distribute in cash, in kind, or partly in caeh and partly in kind. - 4 - (h) Without llmitntlon of powers elsewhere granted there, in, to hold. manage and develop any real estate which may be held by them at any time, to mortgage any such property in such amounts and on such termo os they may deem advisable, to lease any such property for such term or terms and upon such conditions and rentals as they may deem advisable, whether or not the term ef any auch lease shall exceed the period permitted by law or the probable peried of retention under this instrument; to make repeire, replecements and improvements, structural or otherwise, in connection with any such property, to abandon any such property which they may deem to be worthless or not of sufficient value to warrant keeping or protecting, and to permit any such property to be lost by tax sale or any other proceedings. (i) To employ such brokers, banks, custodians, investment counsel, attorneys, and other agents, and to delegate to them such duties, rights and powers os they may determine, and for such periods os they think fit. (j) To register any securities at any time in their own names, in their names as fiduciary, or in the names of nominees, with or without indicating the trust character of the securities so registered. (k) With respect to any securities forming e part of the trust, to vote upon any proposition or election at any meeting of the corporation issuing such securities, and to grant proxies, . 5 . discretionary or otherwise, to vote at any such meeting; to join or become a party to any reorganization, readjustment, merger, voting truet, consolidation or exchange, and to deposit any such securities with any committee, depository, trustee or otherwise, and to payout of the assets held hereunder, any fees, expenses and assessments incurred in connection therewith, to exercise conversion, subscription or other rights, and to receive or hold any new securities issued as a result of any such reorganization, readjustment, merger, voting trust, consolidation, exchange or exercise of conversion, subscription or other rights and gen- erally to take all action with respect to any such securities as could be taken by the absolute owner thereof. (1) To engage in sales, leases, loans, and other trans- actions with the estate of my husband or any trust established by either of us, even if they are fiduciaries or beneficiaries thereof. (m) To exercise all elections which they may have with respect to income, gift, estate, inheritance and other taxes, including without limitation execution of joint income tax returns, election to deduct expenses in computing one tax or another, election to split gifts, and election to payor to defer payment of any tax, in all events without their being bound to require contribution from any other person. - 6 - (n) To operate, own, or develop any busine.. or proporty held hereunder in any form, including without limitation solo proprietorship, limited or general partnership, corporation, association, tenancy in common, condominium, or any other, whether or not they have restricted or no management rights, aa they in their discretion think best. 7. ~. I direct that all estate, inheritance, and succession taxes that may be aaaessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, other than generation-skipping taxes, shall be paid out of the principal of my general estate to the ssme effect as if said taxes ware expenses of administration, except that any such additional taxes (and interest and penalties thereon) imposed on account of my interest in or power over any trust established by my husband shall be paid out of the property held in such trust, and all other property includible in my taxable estate for federal or state tax purposes, whether or not passing under this will, shall be free and clear thereof. 8. Fiducieries. I appoint as executor hereunder my son Robert Grant Harrison, of Hechenicsburg, Pennsylvania. If he should be uneble or unwilling to serve or to complete the administration of my estate, then Michelle M. Harrison shell serve in his place. My executor shall serve as guardian of the property of any minor beneficiaries hereunder, under any instrument of trust executed by me, under any policies of insurance on my life, and in any other situation in which the power to make such appointment exists under the laws of Pennsylvania. No individual fiduciary shall be - 7 . . , ' expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed ths will as witness and that to the best of his knowledge the testatrix wss at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. TESTATRIX: IZ.a ,1,LilA t-- ~. \ ~ lLlVI~ BARBARA B. HARRISON WITNESS: {4)K;rr ..k.~ ~-t~ Subscribed, sworn to and acknowledged before me by BARBARA B. IUUURISON, the testatrix, and subscribed and sworn to before me by Carmen SAnt.A. Ml'lrill , and , the DonAld R. Waisel witnesses, this 11-tit day of 9d~ . 1988. l., '\0,,,,,,,.. (Cl Oh-1'....... ( \ Notary Public (SEAL) . ~ r'. . ~I" I "I ' '. Jann., t". ..:1:, 1../..... 1 ' .. 114'1 (omt:l:;II..n ::1,,:':1 1.",..'; i~'. 1):1 H.ril~~t', FA :(.:,1..':1 CC\:tllt .9. " /'t' .'~. _ L/' J.' -' REV-1S47 EX AFP (12-95)* COHHOHWEALTH OF PENNSYLVANIA DEPART KENT OF REVENUE aUREAU OF INDIVIDUAL tAXES DEPT. 280601 HARRlSaURG, PA 17128.0601 ACN 101 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE DR DISALLOWANCE OF DEOUCTIDNS AND ASSESSHENT OF TAX DATE 05-13-96 ESTATE OF DATE OF DEATH 05-17-95 FILE NO. COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREOIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT Tn TNE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT" , REMIT PAYMENT TOI DAVID E LEHMAN MCNEES ETAL PO BOX 1166 HBG PA 17108 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A.aunt R...ittad c. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiV:i547Ti-Aj:-p-nz:9si-iliifICE--OF-YNHEiilfiiHCE-TAinipPRAIsEH€ili'-;-m."owAHCE-oli-"._."'-_.. -... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HARRISON BARBARA B FILE NO. 21 95-0459 ACN 101 DATI! 05-15-96 APPROVED DEDUCTIONS AND EXEMPTIONS: 1,763.44 9. Funeral E~p.n.../Ad.. COltl/Hlsc. E~p.ns.. (Schedule H) (9) 10. Debtl/Hortgage Liabiliti.s/Lians (Schadule Il 110) 2.656.74 11.' Total Deduction. (1) 12. H.t Value of Tax Return 112) 15. Charitable/Gov.rn..ntal aequ..t, (Schedule J) C1S1 14. Hat Value of Est.t. Subject to Tax It4 l NOTE: If an assessment was issued previouslY, lines 14, 15 and/or lb. 17 and 18 reflect figures that include the total of ALL rB~urns asse.sed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 .t Spou.al rate (15) 16. Anaunt of Line 14 taxeble at Lin..l/Cle.. A rat. (16) 17. A.ount of Line 14 taxable at Collateral/Cla.. 8 r.te (17) 18. Principal Tax Du. TAX RETURN WAS. I X) ACCEPT En AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. Red Est.te (Schedule A) (1) 2. stocks and Bonds (Schedule 8) (2) 3. Clo..ly Held stock/Partnership Intere.t ISchedule C) (3) 4. Hortgages/Hote. Raceivable (Schedule 0) (4) 5. Cash/Bank Dapo.its/Hi.c. Personal Property (Schedule E) (5) 6. JointlY Ownad Property (Schedul. F) (6) 7. Trand.rl (Schedule G) (7) 8. Total Ass.t. TAX CREDITS I PAYHENT DATE RECEIPT NUHDER OISCOUNT I') INTEREST I') ) CHANGEO .00 .00 .00 .00 3 .959.50 .00 ,00 tB) .00 ,DO .00 X . DO. X .06. X .15. IIBI 3,95Q.50 '" ./120 18 (,60.60- .00 (.60.60- will ,DO .00 .00 .00 .00 .00 .00 .00 . IF PAIn AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN tl, NO PAYHtNT IS REQUIRED. IF TOTAL OUE IS REFLECTED AS A "CREDIT" tCRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TltIS FORH FOR INSTRUCTIONS. 1 AHOUNT rAID TOTAL TAX CR!DIT BALANC! OF TAX DU! INUREST TOTAL DU! 00 ~iF ~ :nili' 0- ",I ~! It) n 1:';' C) S .-., ( , d -< , C. IQ !-. C. .;G , \ :g .W'';.. ~f:- N ~ (..-~~ ;J;;;:j .:..: lif C'.> VI - RESERVATIONI E,.,t.. 0' dlCldlnt. dying on or b.for. Dlc..ber 12, 1982 -- If any lutur. 1nt.t..t In thl I.lat. I, 'ten".ttad In pD.....Son ar anJoy..nt to Cia.. a (colll'.,.I' bln,flcl.rl.. of thl dlcldlnt .,t.t thl ..plta'lon 0' any I...t. for 11'. or for y..t., thl Co..onw"lth har.bv ..pr...lv t.l.tV.. the rlght to appral.. and ...... tran".r InherItance T.... at the lawful cta.. I (coll,'.ra.) rata on any such future 1"'.r..t. PURPOSE OF HOTICEI To fulfill thl requlra..nt. of Slctlon Zl~O of thl Inharltancl and E,t,t, Ta. Act, Act 22 of 1'9.. 72 P.S. SlcUon 2140. PAVHEHTI Detach the top portion 0' thl, Hot lei and ,ub_It with your pav"nt to thl Rlallt,r of Will. prlntad on tha ravar.a .Ida. uHaka chack Dr aOMY ord.r pavabla tOI REGISTER OF HILLS, AGENT All pavaant. recalvad .hall flr.t be appllad to any Intere.t which .ay ba due with anv ra.alnder appllad to tha tax. REFUND (CR)I A rafund 0' a tax cradlt, which wal not raqualtad on tha Tax Return, .av ba raqua.tad by co.platlng an "Application 'Dr Ra'und of Pann.vlvanla Inharltanca and E.tata Tax" (REY-1313). Application. ara avallabla at tha Offlca of the Ragl.tar 0' Willi, anv of tha 23 R.v.nua DI.trlct Offlca., or bv calling tha 'Plclal 24-hour an.warlng .arvlca nuBbar. for fora. ordarlngl In P.nn.ylvanla 1-800-362-2050, out.lda Pann.vlvanla and within local Harrl.burg .r.. (717) 787-8094, TDOI (717) 772-2Z52 (Haarlng I~alrad Only). OIJECTIONSI Any partv In Intara.t not ,atl.flad with the appral.a.ant, allowancl or dl.allowanca of daductlon', or a..a..'ent of t.x (InclUding dl.count or Intara.t) a. Ihown on thl. Notlca IUlt obJact within .Ixty (60) dav. of racalpt 0' thlt Notice bYI AO"IH lSTRATlVE CORRECTIONSI uwrlttan prot..t to tha PA Dapart.ent of R.vanua, hard of Appaal', Dapt. zaIOZl, Uarrhburg, PA 17128-1021, OR --alectlon to hava the .attar dataralnad .t audit of the account of tha p.rlonal rapra.entatlve, OR -.appaa. to the Orphan.' Court. Factual arror. dl.covarad on thl. a"I..a.nt .hould ba addra"ld In writing tOI PA Dlpart'ant of Ravanul, Burlau of' Individual Tallll, ATTNI Pott A.......nt Aavlaw Unit, Dapt. 2aOUI, Uarrhburg, PA 17121'0601 Phona (717) 717-6505. Saa plge 3 of tha booklet "In.tructlon. for Inherllance Tall Return for a Ra.ldant Oecad.nt" (REY-ISOl) 'or an explanation of ad.lnl.tratlvelY corr.ctabla arror.. DISCOUNTI If any tax due I. paid within thraa (3) calnndar Monlh. aftar the dacadant'. daath, . flv. p.rcant 15~) dl.count of the tax paid I. allow.d. INTERESTs Intare.t I. chargad baglnnlng with flr.t dav of dallnquancy. or nlna (9) Month. and on. (I) dav fro. tha data of daath, to tha date of pay.ant. Taxa. which baca.a dallnquent b.for. Januarv 1, 1911 b.ar Intare.t It tha rata of .Ix (6~) parcant p.r .nnu. calculatad at a dallv rat. of .000164. All ta.a. which baca.. dallnquant on and aftar January 1. 1982 will b.ar Intara.t at a rat. which will varv fro. cal.ndar yaar to c.lend.r y.ar with that rata announcad bV the PA Depart'ant of Aavanu.. 'h. appllcabl. Intar..t rata. for 1912 through 1996 aral '!!!!: Intlr..t Rate Dally Intlrast Factor :!.!!!' Intlrl.t Rat. O.lh lnt.r..t FaCltor 1982 20X ,000541 1917 'X .000247 1913 16X .000"31 19a8-1991 llie .000301 1914 U~ .000301 1992 'X .0002"1 1915 13~ .000356 1991-1"" 7X .000192 1986 Uie .000274 1995-1996 'X .0002"7 ulntarllt I. c.lculetad a. followlI INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Hotic. l..u.d eftar the tax baco... delinquent will raflact en Inter..t calculation to flft.an CIS) day. bayond tha date of tha ........nt. If pay..nt I. ..da aft.r the Int.r..t coeputatlon date .hown on tha Hot Ie., additional Int.r..t .u.t b. calculat.d. JRD/June 30, 1992/ 17858 OCT 3 I lUgS or- In Re: Estate of BARBARA B HARR I SON Late of HAMPOEN TOWNSH I P Es N 21 - 95 - 459 tate 0.: ORPHANS' COURT DIVISION, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA No. NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE S,6(e). SUPREME COURT ORPHANS' COURT RULE Personal Representative: ROBERT GRANT HARR I SON Counsel for Personal Representative: DAVID E LEHMAN Date of Grant of Original Letters: JUNE 14, 1995 Date of Delinquency Notice: OCTOBER 16, 1995 The undersigned, Mary C. Lewis, Register of Wills, in accordance with Rule 5,6, Supreme Court Orphans' Court Rules, hereby notilies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal represcntative nor the above named counsel for the personal representative have tiled with the Register of Wills or Clerk of the Orphans' Court his, her or Its certllication required by Rule 5.6(d), Supreme Court Orphans' Court Rule and that the requisite noticc"l1ursuantto Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on 0,- TOBER 16 , 19 ~~ and that the ten (10) day notice to tile the certification has expired. Accordingly, In accordance with Rule 5,6(e) the Court Is hereby notllied of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be Imposed upon the delinquent personal representative or counsel for the delinquent personal representative. /JI) Date: OCTOBER 31, 1995 .1 (",., rr, .,'. / Mary' C. Lewis, Register of Wills Distribution: Personal Representative Counsel for Personal Representative Estate File AHEARINGISSETFOR~:llJir.;.9 199~AT//:()() A.m. IN COURTROOM NO.1.' ) j IF THE CERTIFICATION OF NOTICE IS FILED PRIOR TO THE HEARING DATE, THE HEARING WILL AUTOMATICALLY BE CANCELLED. ;1 ~ rA CiA d CCA...-l f-: ' ~~ '8' 0.& ~ C'10 \\-\_C(S HAROLD E. SHEELY, P. J. Q J~. . , . .- ~'--~- .- JRD/Juoe 30, 1992/17858 REGISTER OF WILLS Cumberlond County Courthouse One Courthouse Squore Corllsle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative PNC BANK N. A. Counsel: MURREL R. WALTt:RS, L.U, t;sU. RE: &tate of AR'l'HU~ w. SCHOEMER , Deceased, Late or EAST PENNSBORO TWP &lateNo.: 21-1995-0468 Date or Decedent's Death: MAY 24, 1995 Pursuant to Rule 6.12, the above named personal representative or the above nafl1ed attorney, If applicable, within two (2) years of the decedent's death, and annually thereafter until administration Is completed, is required to file with the Register of Wills a SlalUS Report as required by Rule 6.12, in substantially the prescribed form, showing the date by which the personal representative, or attorney, as applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills 15 required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to determine whether sanctions should be Imposed upon the delinquent personal representative and the delinquent persJDa' ref~esentative's9~unsel, If any. Accordingly, if the requisite Status Report is not tiled by L Y , 19_, you are hereby advised that a request will be submitted to the Court in accord3ltce with Rule 6.12. (\ . Date: JUNE 24, 1997 (t~,1 0. I.u.u. ,\l'.m,1 ,Ul1t ~ Deputy egister of Wi Is Distribution to &tatc File . STATUS REPORT UNDER RULE 6.12 Name of Decedent: 'i\\.-\\-\u..\.. W ~L~ Date of Death: _""-<. ~ \.~"-<;. Will No. '~,-",,-<; -obc\Dl Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1. State whether administration of the estate is complete: Yes No 'f... 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: ~ ~ ~ ""O-:l~,\-" (lS\) \~O-;}-.}.-IQS Tel. No. Capacity: ~personal Representative Counsel for personal representative 3. If the answer to No, 1 is Yes, state the followingl a. Did the personal representative file a final account with the Court? Yes No 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 aFfN~~~~.~~ report. rll'~c~b~ oate:~ \'J ' . .: " '(1" ~o 0:. . . L\~~Pl ::r- \..-I...I..>.))~~_ Name (Please type or print) ~~ S1~It-...:ll'\ Ii! 0 'b'D'f.. siX <-~ ~\,U... q~ Address ,... N ::- ~; ') 1...- <, n'lJ' 0:' ,- PI ...: .;, :::J UU (HAH I rmf/ AM3) (J" PI.I:ASI: FII,I: TillS 11I:I'llItT WITlIIN TWO \'I:AIlS (W IlAl'F. OI'IlF.ATIIIII:c;AIIIII,F.SS 01' Till: STATl'S OF TIIF.I:STATF.. IF I~~TATF.IS NOT ('OMl'u:n:ll. FlU: A 6,1 Z I'OIlM \'I:AIII,Y IINTII, ('OMI'I,f;1'I()N, Name oCDeccdcnt: Date oCDcath: Will No, 1995.00459 STATUS OF ADMINISTRATION REPORT Bnrbnra B, Hnrrison Mny 17,1995 Admin, No. Pursuant to Rule 6,12 oCthc Suprcmc Court Orphans' Court Rulcs, I report the following with respect to complction oCthc administration ofthc nbovc,captioncd cstntc: I. Statc whcthcr administration oCthc cstate is complctc: Ycs X No_ 2. Ifthe answer is NO, statc whcnthe personal rcprescntative rcasonably bclievcs that the administration will bc complctc: 3. If the answcr to no. I is YES, state thc following: Datc: ~'% a. Did the pcrsonal reprcscntative filc a linal account with thc Court? Yes_ No x b. Thc separate Orphans' Court No, (iC any) for the personal rcpresentative's account is: c. Did the personal represcntative state an account informally to the parties in interest? Yes _ No x d. Copics of the rcceipt, releascs,joindcrs and approvals oHormal or inCormal accounts may be filcd with the Clcrk oCthe Orphans' Court and may be attachcd to this rcport. ,qc, cf \I(Lu~ !\ Crt-;.. Signatu ' Stcphanie KlcinCclter McNces, Wallacc & Nurick 100 Pine Strect P.O. Box 1166 Hnrrisburg, PAl 7 I 08.1166 (717) 232.8000 . ..J .) ~ : Tel. No. Cnpacity: _x_ Counscl for Pcrsonal Rcprcscntative