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" - :'l;~~ - .-,:~~ <i\~" , -, .~~ " Will PETITION FOI{ I'IWIIATE and GnANT OF LETTEnS No. 6'/ -'1,-?- ~ S To: Register of Wills for the County of Cumberlaniln the Commonwealth of Pennsylvania Estate of Sue ~Ioverman also kllall'lI as I Dl'('C'USl'd. Social SeC'llrlty No. 017-28-0331 The petition of the undersigned respectfully represellls tlml: Your petitloner(s) is/ure 18 yeurs of uge or older and the exeCUl"rR named In the lust will of the above decedent, duted ~Iarch 20. 1995 und eodlcil(s) dated ~Iav 12. 1995 IU.I, ,,1'11111 UHUIIl".nC", t., "nun~j'h"n. death uf Uf1:UIPl, rlc,1 Decedent was domiciled ut death in Cumberland COUIllY, Pennsylvania, with h.!U:...-last family or prln- cipalresldenceat 818 Sycamore Circle, Camp 11111. Cumberland County, Pennsvlvania Ih.1 11Im, numMt and fflUnlClp.lluH Decedent, then 65 years of age, died June 9 , Pol'i$ f:.ic:A"....t.o< C,.tc,\~ <L-,....P ~...L Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated in- competent: Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: 818 Sycanorc Circle , I3orouqh of CalTlP Hill CUmberland County, PA at 19 95 $ 4,950,000.00 $ $ $ 125,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the gran f letters testamentarv thereon. llf\l.mtnlllr. .dmlnlmllkln Cl.'.I.dmmi\Ir'\l(ln" b n,c.I_'.1 . ij 5 "'- 'ij -= ",t c 1Hl N'- _I: ,::0. U~ ~ U [ Vi ',ebster Groves, NO 63119 ~(:3''I) .762,- 3'J.'l.Y Er 1'11~__ 22 Armin Lane (?{f; g'tfJ1r-z bby enfroe 15002 N. 46th Place. ------------------ Phoenix, AZ 85032 ,_("(!~l':.L'Q.:.:.f:J(1 ':? "...... OATH OF PERSONAL Iml'ltESENTATlVE COMMONWEALTH OF PENNSYLVANIA } COUNTY OF CUMBERLAND ss The petitioner(s) above-named swear(s) or affirm(s) that the statements In the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representatlve(s) of the above decedent petitioner( truly administer the estate according to law. Sworn to or affirmed and subscribed 16TH VI 'ii' M C ~ /?11'1.-.... - r C oycrma d.yor ~~ 19n f~_:;#::"'- /';'-<'-- , J I} f jj.. y n roel' , I I \ , Ifl - - For the Register - l ( MARY LEWIS 1.6 - /10,. I . Estate of No. 21 - 95 - 465 SUE MOYERMAN , Deceased DECREE OF PROBATE AND GRANT OF LE1TEllS AND NOW, JUNE 16, 19 95 , in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrumcnt(s). dated WILL OATED MARCH 20, 1995 CODICIL DATED MAY 12, 1995 described therein be admitted to probate and filed of record as the last will of SUE MOYERMAN TESTAMENTARY and Letters are hereby granted to ERIC MOYERMAN and ABBY RENFROE 7Jl"o-(?.i!.,;~ n," &7 rli41:;"(J' . Register of Wills MARY C. LEWIS FEES )Zt~~ Ronald D. Butler (#09826 30~TT.ORNeY (Sun. CJ. 1.0. NO'b o N. Second St., P. . Box 430 lIarrlRhllrq) PA 1710R AuDRESS (717) 236-1485 1'/lONE Probate, Letters, Etc. ..... . . . . . . . . $ Short Certificates (B) . . . . . . . . . . . . . . $ Codicil R.cn!1nciation ...... . . . . . . . . . . . . . . S x-pages JCP .'.................. $ 1.915.00 ?4,nO 19.50 42.00 5.00 TOTAL............. $ 2,005.50 Filed JUNE 16, 1 995 ~ fXolud~- F1I.. /It.;,) 7-1$'11.. ,ltJ ('")0 ~ 7cJa. - C; r.:' -{ ~ ~ :n :.IJr;} I..' l .'..-.' { t.. h" - ( ~ a, "Ii ',) VI (' .1';1. J.. ~- .:") Letters and order picked up by attorney on 6-16-95. 21 - 95 - 465 " , ~~ ::ri :0 :OlD m () ;" ,~ ~'.~ ~.Y .~.. ~ . " ~.~~ ~ , , 0\ , Ci -. f' c: ;:;:: ~~':',i;-i -' -.' - !~) '" g, ~C-" (:.,- ~;;.I.. \0' " -,- ~, - 1Cast illllm and 1[cstamcnt OF SUE MOYER MAN I, SUE MOYERMAN, of the Borough of Camp Hill, Cumberland County, Pennsylvania. do make, publish and declare this 10 he my Last Will and Teslamenl. herehy revoking all Wills and Codicils hy me at any time made, ITEM I: I direct that all inherimnce and estate taxes becoming due by reason of my dealh. whether such laxes may be payable by my eslate or by any recipient of any property, shall he paid by the Execulor out of the property passing under ITEM V of lhis Will. as an expense and cost of administration of my esta\c. The Executor shall have no duty or obligation to obtain reimbursement for any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. ITEM II: I direet the Executor to pay the expenses of my last illness and funeral expenses from the property passing under this Will u.~ an expense and cost of administration of my estate. ITEM III: I give and devise my real esm\c located at 818 Sycamore Circle. Camp Hill, Pennsylvania \0 GAYLE SICCHIT ANO, if she survives me. ITEM IV: I give and bequeath to my children living at the time of my death. absolutely and in fee simple, all of my household furniture and furnishings, books. pictures, jewelry. silverware. automobiles, wearing apparel and all other articles of Page I C;if.,\ '~j /11 '" \'/ ~ ;;:i!, .:'J " . L...)' -.> 'Sa: q " ",J .,. ., ."'-- - r, household or personal use or adonlment and all policies of insurllnce thereon, to he divided between them lL~ they shall agree. ITEM V: I give. devise and bellueath all the rest, residue and remainder of my estate. not disposed of in the preceding portions of this Will, as follows: (a) To my children, ERIC MOYERMAN and ABBY RENFROE. as Trustees (hereinafter collectively referred III as "Trustee"). IN TRUST NEVERTHELESS. to be held. administered and distributed as THE MOYERMAN FAMILY GENERATION-SKIPPING TRUST in the manner set forlh in ITEM VI. the sum of FOUR HUNDRED THOUSAND ($4lKl.()()()) DOLLARS. (b) The executor shall pay the remaining asseL~ to my children. In equal shares. If either of said children is not living at my death. but is survived by issue living at the time of my death. the shure of said deceased child shall be held by my surviving child. as Trustee. IN TRUST NEVERTHELESS. for the benelitof the issue of my deceased child, to be administered and distribu\cd as follows: (1) nle Trustee shall further divide the principal of this Trust into as many equal shares lL~ there are then living children of my deceased child and then decelL~ed children of my deceased child represented by then living issue. The Trustee shall hold one such share as a sepanlle Trust for the benentof each such gmndchild and one such share as a separate Trust for the issue of each such deceased grandchild, per stirpes. Page 2 "'il'V\ .",;g,~~,""" ,.,,~, .,-.- ..~". .~-.-" '.. ..,.. .,', .....-.._.~"",...... (2) In ellch Trust thus eSlnhllshed I'llI'll Ihen living grandchild Ill' mine, Ihe Tl'llstce shall l(unrtcrly pay III 01' fur Ihe henefitllf such grandchild all Ill' the incllme 11m! Sll l11uch Ill' the princlPlllllr said TI'IISIIlS, in the dlscretllln Ill' the Truslce, may he necessary tll maintain such gnllldchlld in the proper statim! In lire, Including pl'l1per SUPPllrt, maintenance. medical cure and college or higher education, Upon such gmndchild's attaining the age Ill' twenty-five (25) years. the Truslee shall pay 10 such grandchild one-half (1/2) of the then principal. Upon such grandchild's allaining the age of thirty-five (35) years. the Tl'llstce shall pay 10 such grandchild lhe remaining balance of lbe principal. Should such grandchild die before final dislributiun of lhe asSCIS of said Trusl. but be survived hy lhen living issue, the Tl'llslee shall quarterly pay lhe nel income from said Trusl 10 or for lhe benefil of said issue. per stirpes, living al each lime of quarlerly distribulion; as soon LL~ anyone of said issue lI11aim lhe age of lwenly-one (21) years, and in no evenl later than lwenly (211) years following lhe death uf my grandchild, lhe Truslee shall pay over all of lhe then asseL~ in the Trusltll lhe then living issue uf such deceased grandchild, per stirpes, Shuuld such grandchild die before final dislribution and nol be survived by !hen living issue, the provisions of subparagraph (b)(4) herein shall oblain. Puge 3 ~_.. ')W\ (3) In each Trust estnhlished fur Ihe henelll Ill' the issue nf n deceased child nf mine, the Truslee shnllqunnerly pny the net incllllle tll nr fnr the henefit Ill' the issuc nf such deceased child, per stirpes, living at eneh time nf quarlerly dislrihulinn; as Sllllll as any llnc Ill' said issue attains the agc Ill' twentY-llne (21) years, and in nu cvent later limn twenty (20) years fulluwing the death uf the sUlVivur uf my children and mc, the Trustce shall pay uver alluf the then asseL~ in the Trust III the thcn living issue uf my deccased child. per stirpes. (4) If at any time hefure IInnl distrihutilln Ilf the asseL~ of any of the Trusts established fur the issue of a decea.~ed child, there arc no living beneficiaries of said Trust, the Trust shall terminate, and iL~ a.~selS shall be added to the otber lhen existent TrusL~ created herein for the henellt of the other is.~ue of my said deceased child. Provided, that if any of said TrusL~ herein created ha.~ previously been terminated by pnymentof iL~ principnlto iL~ beneficiaries, said beneficiaries who received pnymentllf the principal of thnt Trust shall cllllectively be considered an "existent Trust" for the purpose llf this pnragraph, and one equnl share shall he paid directly tll such heneflciaries in the same propOllilln by which they received the principal Ill' the Trustllr. if any such heneflciary is deceased. the share of such decea.o;cd beneliciary shall he paid tll the issue Ill' such benelicinry, per stirpes. Page 4 ~\\ ITEM VI: The following provisions shall apply to TilE MOYERMAN FAMILY GENERATION-SKIPPING TRUST: (a) The Trustee shall pay the net income arising from the principal of this Trust in equal shares to my grandchildren living at the time of each distribution. (h) TIle Trustee shall also distribute so much of the principal of this Trust a.~ Trustee, in the sole discretion of the Trustee, deems appropriate for the proper education of my grandchildren. No Trustee who has a legal duty to support a beneticiury of this Trust shall participate in the decision to distribute principal to that beneficiary. In exerising the Trustee's discretion to distribute principal, the Trustee is authorized to make distributions in such proportions lIS Trustee sball deem advisuhle in the absolute discretion of the Trustee. (c) Upon the first to occur of (i) the death of both of my children, or (ii) the attainment of the age of tifty (50) years by my youngest living child, the Trustee shall divide the principal of tbis Trust into a.~ many equal shares a.~ there are then living grandchildren of mine and then decea.~ed grandchildren of mine survived by then living issue. TIle Trustee shall hold one such share as a separate trust for the henefitof each grandchild, and one such share a.~ a separate trust for the benefit of the then living issue of each decea.~ed gnllldchild, per stirpes. In making such division, the Trustee shall lirst hypothetically udd back to the principal on hand at the time of such division the total amount of principal which wa.~ distributcd for the benefit of each grandchild pursuant to the provisions of subparagruph (b) hereof, shall divide the principal a.~ provided herein, and shall then subtmct from the share of each Page 5 ~\i, , (e) In each Trusl estahlished for the henefil of the issue of a deceased child of mine, the Trustee shall quarterly pay the net income to or for the henefit of the issue of such deceased child. per slirpes. living al each lime of quanerly dlstrihulion: as soon as anyone of said issue allains lhe age of lwenly-one (21) years, and in no evenllaler lhan lwenly (21l) years following lhe death of the survivor of my children and me, lhe Truslee shall pay over all of lhe lhen assels in lhe Trusl 10 lhe !hen living issue of my deceased child, per slirpes. (I) If al any lime before linal dislribUlion of lhe assets of any of lhe TrusL~ established for a grandchild or fur !he issue of a deceased gmndchild, lhere are no living heneficiaries of said Trusl, lhe Trusl shall tenninale, and iL~ llSseL~ shall be added 10 lhe lllher lhen exislenl Trusts crealed herein for !he benelilof my mher grandchildren and lhelr issue. Provided, !hal if any of said Trusts herein created has previously been lenninated by paymenl of its principal 10 its beneficiaries, said beneficiaries who received paymenl of !he principal of !hal Trusl shall colleclively be considered an "existent Trust" for lhe purpose of lhis paragraph, and one equal share shall be paid direclly to such beneficiaries in lhe same proponion by which lhey received the principal of lhe Trust or, if any such heneficiary is deceased, lhe share of such deceased beneficiary shall be paid 10 lhe issue of such beneficiary, per slirpes. ITEM VII: No pan of !he income or principal of lhe property held under any Trust crealed by lhis Will shall be subjecllo allachmenl, levy or seizure by any credilor, spouse, assignee ur lruslee or receiver in bankruptcy of any beneliciary prior 10 his or her aClual receipl lhereof. The Trustee shall pay over lhe nel income and lhe principal 10 lhe parties herein deslgnaled. a.~ !heir inleresL~ may appear, wilhoUl regard 10 any allempled Page 7 ~ anlicipalion. pledging or assignmenl hy uny heneficiury under a Trusl. and wilhoul regard lO any claim thereloor allempled levy. allachmenl, sei7,ure or olher process againsl suid heneliciary. ITEM VIII: In the sclllemenlof my eslale und during lhe conlinuance of the foregoing Trusl~, the Execulllr and the Truslee shall possess. umong olhers. lhe following powers: (a) To relain any inveslmenl~ I may huve al my dealh, including specilically lhose consiSling of slock of any hank even if I have named such hank as the Execulor or Truslee herein, so long as the ExecUlor or Truslee may deem il advisable lO my eslUle so III do. (b) To vary inveslments. when deemed desimble by the Execulor or TrusLCe, and lO invesl in such bonds. slocks, noLCS, real eslale mortgages or other securilies or in such olher property, real or personal. as lhey shall deem wise. withoul being reslricled lO so-called "legal investments". and wilhoul being IimiLCd by any slalule or rule of law regarding inveslmenl~ by fiduciaries. (c) In order lO effecl a division of the principal of a Trusl or for any olher purpose, including any nnal diSlribulion of a Trusl. the Execulllr or Trustee is aUlhori7.cd lO make said divisions or distribUlions of the personallY and really, parlly or wholly in kind. and lO allocale specific assets among beneficiaries and Trusts crealed hereunder so long as the lOlal markel value of any shure is nol affecled by such division, dislribulion or allocalion in kind. Shuuld il appear desirable lO parlilion any real eslale. lhe Execulor or TrusLCe is aUlhori1.cd lO make. join in and consummale partitions of lands. volunlarily ~\ . Page 8 or involuntarily, including giving of mutual deeds, reeoglllzances or other obligations, with liS wide powers us all Indlviduulowller 111 fee simple. (d) To sell either at puhlic or private sule and UpOIl such tenus and conditions as the Executor or Trustee may deem advantugeous to the estalC or Trust, any or all real or personlll eSlUte or interest therein owned by the estate or Trust severally or in conjunction with other persons or ucqulred after my death by the Executor or Trustee, and to consummalC said sale or sales by sufficient deeds or other Illstrumcnl~ to the purehuser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purehasers III see to the applicution of the purclllL~e money or to make inquiry into the validity of said sule or sales; also. to make, execute, acknowledge und deliver any and all deeds, asslgnmenl~, options or other writings which may be necessary or desinlble In carrying oot any of the powers conferred upon the Executor or Trustee in this paragraph or elsewhere in my Will. (e) To mortgage real estate, and to make lenses of real estate. (I) To borrow money from any party. Including the Executor or TruslCe. to pay indebtedness of mine or of my estate. expenses of ndminlstration or inheritance. legacy, estate and other lUxes, and to assign and pledge ussel~ of my estute therefor. (g) To puy ull costs, tuxes, expenses and charges in connection with the administration of my estate or a Trust. ~~\ Page 9 (II) 'I'll l11uke distrihutions of incol11e und of principullll the proper heneficiaries Ihereof. during the udministration of my eSlute, with or without courlnrder, in such munner und in such umounts tL~ my Elleculllr deems pruden I anduppropriule. (i) 'I'll VOle any shares of slllck which form a pari of lhe es\Ute or Trusl, and olherwise 10 ellereise al1the powers incidenl to lhe ownership of such stock. (j) In lhe discretion of the Ellecutor or Trustee, III unite Wilh olher owners Ill' similar property in carrying oUl uny plans for lhe reorganization of any corpomtion or company whose securities form a part of the estate. (k) To disclaim uny inlerest in property which would devolve 10 me or my es\Ute hy whatever means, including but not limited 10 lhe following means: us beneliciary under a will. as an appointee under the ellercisc of a power of appointment, as a person entitled 10 lake by inleslUcy, u.~ a donec of an inter vivos transfer, andll;~ a donec under a lhird-party bcncliciary contmcl. (I) To divide any Trust created hereunder inlll two or morc separale Trusl~ so that inclusion ratio for purposes of the generalion-skipping lransfcr tax shall be either zero or one. or in order that an election undcr Section 2652(a)(3) of lhe Internal Revenue Code may bc madc wilh respect 10 onc of thc scparulc Trusl~. Pagc 10 'ii-,'t\ (01) To do all olher aCIS in their judgmcnl dcclllcdncccssary or desiruble I'or Ihe proper andudvalllugcous lIlanagcmcnt. invcstmentund distribulion or Ihc cstalc or Trust. ITEM IX: Whcnevcr undus onen as uny bcneliciary hereunder, to whom puymenls or incomc or principalurc herein directcdto be mude. shull be under legal disabilily. or. in the sole judgmcnlol' Ihc Trustec. shallotherwisc be unuble to apply such puymenl~ to his own or her own besl inlercsl~ und advantugcs, Ihe Trustee muy make all or uny portion or such paymenl~ in anyone or more or the I'ollowing ways: (a) Direclly 10 such beneliciary; (b) To the Lcgul Guardiun or ConselVulor or such beneficiary; (c) To Ihe Trustee. or 10 unolher person selecled by the Truslce, lL~ custodiun under Ihe Pcnnsylvania Unifonn Tmnsfcrs 10 Minors ACI as 10 u beneficiary under the uge of Iwenly-one (21) years; (d) To a relulive of such beneficiary. III be expended by sucb relalive for Ihe benelilof such beneficiury; or (e) By il~elf expending sume for Ihe benefilof said beneliciury. ITEM X: Any person who shall have died wilbin Ihirly (30) days of my deulh. or under such circumslunces thai Ihe order of our dealhs cannol be eSlablished by proof. shull be deemed 10 huve predecelL~ed mc. Any person (olher Ihan mysell) who shall huve died U\ Ihe sume lime lL~ uny then recipienl of income or in a common Page II '1\~\ ACKNOWLEDGEMENT ,do /JJl)J"'.'ltC-fu ' SUE MOYERMA (SEAL) COMMONWEALTH OF PENNSYLVANIA) //)., ) COUNTY OF ~'(~-7V ) I, SUE MOYERMAN, Te~\alrix, who~e nume is signed tu Ihe ulluched or fureguing inslrument. huving heen duly quulilied uccording to luw, do herehy ucknowledge Ihul 1 signed und executed Ihe instrumenl u~ my LlL~1 Will und Te~tumenl: thul I signed il willingly: und Ihul I ~igned i1lL~ my free und voluntury IICI for Ihe purpose~ therein expressed. SS: Swum IU und suhscrihed before me Ihis ."?,,tL duy of /lbUC.t , 19~-: ~<Ut~r /~~L../ olary Publilf/ My Commission Expires: (SEAL) Notnrlal 50.1 Noncy L, Tnylor, Notary Publlo Frnnklin Twp" York CounlV My Commls.lon E'plro. Jan, 10. 1090 Men'/lDt. PonnsytvIIt1lI AaIlodation 01 NolnIIIl8 , AFFIDA VIT COMMONWEALTH OF PENNSYLVANIA) /IJ' ) COUNTY OF ~-t.. ./'_n.-' ) SS: / U.tl" ,tl, (..: J",;,,,, II and We, ilnesses whuse names arc signed to the allached or fureguin instrument. being duly qualilied according tu law, du depuse and say that we were prescnt and saw Testatrix. SUE MOYERMAN. sign and execute the instrument as her Last Will and Teslllment; that Testatrix signed willingly and that she executed said Will a.~ 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 hest uf our knowledge the Testatrix was at that time eighteen (Ill) ur more years of age, of sound mind and under no constraint or undue inlluence. \ A\lcyO ~~a""-,,>) Witnes~r /1:.".-,.," c. (~jV~ ~ - 1"/ .r. ,r. /1] '/"" --' · - j~ft&j/i. d~&) Witness . s;.-'- ,.(--~j ( (, c:'c. ' <:: <J Witnes.~~ Sworn to and suhscrihed hefure me this """ti day uf });l2l<!L. .19,6-: ;t,ut~< ~~yL N tary PublitY My Commission Expires: (SEAL) Notarial Seal Nancy L, Taylor. Notary Public Franklin Twp" York County My Comml..lon E'plre. Jon, 10. 1999 MomIlOr.P~' ......,"'- 22399_1 C7\ t-rt ..- \'/ 2 <:., .f/! .- .; . E r:") \0 '.-, .- i-', iAJ , :j ti., '. -:~ ,;~ M'-~- ~ dJ a: G II: " " . , , , .,.. .' I ... -' PIRST CODICIL IS! LAST WILL AND TESTAMENT Ql SUE MOYERMAN I, SUE MOYERHAN, of the Borough of camp Hill, cumberland county, Pennaylvania due make, publiah and declare thia to be the Firat codicil to my Laat will and Teatament dated Merch 20, 1995. 1. I revoke in ite entirety ITEM III of my Lut Will end Teatament dated March 20, 1995 and substitute the following in its place, in like manner es if the same had been originally incorporated thsreinl "ITEM 1111 I givs and dsvise my real estate looated at ala sycamore circle, camp Hill, pennsylvania to GAYLE SICCHITANO, if she survives me. I also give and bequeath to GAYLE SICCHITANO the sum of $50,000.00, if she survives me. It is my desire that said gift and bequsst be used by GAYLE SICCHITANO for the upkeep and maintenance of the real estate at ala sycamore circle, camp Hill, psnnsylvania and for the cost of associated household expenses". 2. I revoke in its entirety ITEM IV of my Last will and Testament dated Maroh 20, 1995 and substitute the following in its plaoe, in like manner as if the same had been originally incorporated therein I k JJ():..L~' , . . .. "ITEM IV' a , . I give and bequeath to my children living at the time of my death, and GAYLE SICCHITANO, if ehe eurvives me, abeolutely and in fee eimple, all of my houeehold furniture and furniehinge, and all policiee of ineurance thereon to be divided among them ae they ehall agree. I give and bequeath to my children living at the time of my death, abeolutely and in fee eimple, all of my automobilee, wearing apparel and all other articles of household or personal use or adornment and all policies of ineurance thereon, to be divided between them as they shall Agree. ITEM IVlbl. I give and bequeath to my nephew, JAMES A. GLAZIER of south Bend, Indiana my 12~ shares of etock in Alpha Development Company, if he eurvives me." 3. Ae amended by this codicil, I hereby ratify, confirm and republish my Laet will and Teetament dated March 20, 1995. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /tL day of hllA~ , , 1995. ,~-'- In dl{L-rk"tt..,,,, , SUE M6YERHAN (SEAL) -2- . ' , , .' . :'" WI7h~~ residing st (jo.1';J'Jj ~ ?'=:c:d HflM..<.o ~ 7r;1v.... / 7 /I 0 I/JpO ~'~rtJ;; ;:~.--..J! II.dl'J;.>f~ "; 17~/( ~//'")-I+ 7'3..2<1.1' 'I",._~-./# - ~,: d., I (6- /7/("- lLg..-.i'1I', "UJ:,h: residing at ':if...a L;. it 731' ~........reBiding at -3- . COMMONWEALTH OF PENN8YLVANIA COUNTY OF .t\fluPtfir-.) 88. () We, 8UE XOYERHAN, ,R,01IAl..b h ~_J1'"LF.Rr DAlUJ.)L (1\, ~i~1:.. and ~u"fl E. I:::l u-r"Lf.K... , the Testatrix and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as a First codicil to her Last will and Testament and that she had signed willingly (or willingly directed another to sign for her) and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the codicil as witness and that to the best of their knowlodge. the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. .L.u )//0'/41__ /!ZllJ~- " witness j,(~ f!.~Q 7//, ';.L...ff,,',k witnoss ~.!. Z ~~L'A ,/ witness 8ubscribed, sworn to and acknowledged before me by SUE MOY~RMAN, the tstatrix, and subscribed and sworn to ~efore me by !i..O.0AL1'> ,b,. J5uTt II!... ~lf,jL Ii\. G.,)I_il'''' and P...J-r'fl t., ''T'Ll.R.. , tho, witnesses, this I:): day of MAY , 1995. c;-10"~ ~. ~.A_ N ry public My commission Expires1 NOTARIAL SEAL CHERYL L SMITH. Not.ry Public ttJrrlst)urg. DJliPnln County Mv CCmM1I!'i~IOn E'I(OI'~5 Aord 6_ 1996 .' .. ~. ~.. ... _. -' f,t" ~----- ------------ -- - - ~.---- --- --- _._____ ..W _H_______ --"-' ....., ...,...~,.......' , ,~. ;Il' D,' ,A'A' "082 11'8 COMMONWEALTH OF PENNSYLVANIA NO. " DIPARTMINT Of RIVINUI OfFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX .1V-1I61IIC....1 RECEIVED FROM: a ACN ASSESSMENT r:'I CONTROL iii NUMBER AMOUNT BUTLER RONALD D ESQ 300 N SECOND ST POBOX 430 HARRISBURG, PA 1710S I 101 .2615,000.00 'DeDHflf _'DeoH'" ESTATE INFORMATION, t:I FILE NUMBER g 21-19915-04615 E1 NAME OF DECEDENT (LAST) , I] DATE OF PAYME EJ POSTMAR COUNTY SSN 017-e8-03:,11 IFIRST) IMII DATE OF D SEAL ERIC MOVERMAN AND ABBV RENFROE CHECK" 6640 m TOTAL AMOUNT PAID _____Pt.:'!, 000 ~OO VZ REMARKS RECEIVED BY 52 REGISTER OF WILLS . ",), MARV C. LEWIS REGIBTER OF WILLS '..-/ if (.', '/ /M.I I'" 'J 4 i ":_/. ,-(;.1,/... ::-.r-.- ---------------- -------...-- ------- - --- - ----;-- --- T-;--- f .., : " . .- -- ."".,- . _;H;_._--;--_.-..----...__ _ __.~ ~:- . 21. If line 18 I. 9rlol.r thon lint 19, onltr tho diff."nct on lIno 21. This h th. TAX DUE. A. Enlt, Ih, Inl.,,,t on tho balance duo on lIno 21A. B. En'.' ,h. 10'01 01 Un. 21 ond 21A on lIn. 21B. Thl. Is Ih. BALANCE DUE. Mak. Chock Payabl. 101 Rlgllt., of Will., Au.nt t~ tl\j. ,~, SURE.IO,ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ Undor ptnahlo. 0' perjury. I doclor. thai I hay, ....amln.d Ihh ,olurn, Including accompanying schodulo. and Ilal,monU. and 10 ,h, bO'1 of my kno.....l.dg. and boliol II 11 truI, comlcl and compl.to. I doclar. thol all roo I 0.1010 hOI b.on reporloer ollruo morbi voluo. Declaration 01 propor., olh., than Ih, p.nanal r.pr.'tt'lloli..... i bOled on olllnformallon of whIch pro ar.r hOI an knowlodgo. ~1C;N fPlR H ~UIL(f 'IUNOUTUlN AOOUU 15002 N 46th Place oAu/.J. . 6!S/l.b ~'O D~!t;,/C6 Ilarrisbur ~I 'rf 't A(V.!SOO Ih (7.9') ~ ..:5\:l flllEu "''''9 u~.. ::'lffi "'''' "'z 8~ r - * I Ie L\ ,- I -.;- \)- INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 95 . YEAR NU't,~~. fOA DATES Of DEATH AnlR 12'31191 CHECK IUAE If A SPOUSAL POVlRlY CAEDITIS CLAIMED 0 flU NUMBlR COMMONWEAltH Of 'ENNIYlVANIA DlPARTMINf Of RE.VE.HUt OUT. 21060\ ttAUISllJRO. PA 11 28.o6Q1 Clue NI" HAM UA .' . "'NO MIDDLE INltlAll 21 COUNTY CODE 01'(00.1" COM'1 I AOOUU 816 Sycamore Clrc1e Camp Ill11, VA 17011 ffi lil fll '" Ho erman lOCIAl !leu.11T NUMIU Sue Remainder Rllu," (lot dOl.. 0' d,alh prior 10 12.13.02) Fod.ral ellot. TOA Rllurn Requited DAn 0' DEA1H 6/9/95 COlIn' Cumbp r_llln,1 ",..-aUNl lIlCiTYTU I'U INlUUClIOUl' 017-26-0331 I" ..""c...IlIl.U....'...INO 'POUII" ..._III.U, "UI .t.f~O .111101' lNI'l"ll OJ, rn 5. .lB, o 2. Supplemental R.lurn C{] 1. Original R,turn o 4. limited elloN 0 Ao. Future In'.r.1I Compromise (101 do... 01 d.o,h olr.r 12,12,82) 0Cl 6. Decld,n' Di.d T"'oll 0 7. Dlced.nt Malntaln.d a Li"ing Trult (Anoch copy 01 Will) (Anoch copy 01 Trull) :ALI.'.cORRESPONDeNC AND.CONFIDENTIAL TAX: INFORMATION SHOULD BE DIRECTED TO. N....ME COM'UTt MAHINQ AODItU Ronald D. Butler Es uire fEtl'HONE NUMIU Tolal Number of Sole C.potit BOUI 717 236-1465 300 North SecoClJ'hStreet V.O. Box 430 c;;: 'f. :0 " :0<0 , , ..~.l.OfHllitJn . .~. 152.000,00 4.469.509.15 1,356,646.00 z '" 5 ~ u w '" 1. R.al Ello', ISch.dul. A) (1 ) 2. Slock. ond Bond. (Sch.dul. B) ( 2) 3. Clo..ly H.ld SlodcJPannonhlp In'.'..' (Sch.dul. CJ ( 3 I 4. Morlgelg.. and No... Receivable (Sch.dule OJ ( A ) S. Ca.h, Bank OepoMh .. MI.cellan.out P.nanal Property ( 5 ) ISch.dul. EI 6, Joln.ly Own.d Prop.rly (Sch.dul. FI 7, Tronllon(Sch.dul. G)ISch.dul. LI 8. Tolal Gran An.'. (tolal lln.. 1.7) 9. Fun.rol bp.n.... Admlnillrotlve COlli, Milc.llan.ou. Ellp.n... (Schedul. H) 10. Oebh, Martgage lIabllill... lien. (Schedule II 11. Total Dedudlan. ~atallln.. 9 & 10) 12. Nel Value of E.lale (line B mlnu. Line 11) 13. Charitable and Governmenlol aequIII. (Schedul. J) 14. Nel Value Sub ed 'a Tax (line 12 mlnulUn. 131 IS. Spoulol lrand." (for dot.. of d.ath after 6.30.94) 5.. Inltructlon. foi Applicable Perc.ntage on Rev.ne (IS) Sid.. (Indud. """* from Sch.dul. K 0' Sch.dul. M,) 16. Amounl of Un. U lalloble 01 6% rate (Include valu.. from Schedule K ar Schedule M.I 17. Amounl of lIn. U kt...abl. 01 IS% rol. (Include value. fr_ 'cMdule K or Schedule M.) lB. PrinclpollOJl. due (AcU 10'" from Un.. IS. 16 ond 17.) 19. C"dill Spaulol Poverty Credll Prior Po)'menll Dhcaunl + 26~,OnO 00 +11,Q47 16 20. If line 19" grealll than L1n. 18. enler Ihe diUerence on line 20. lhll 11 the OVERPAYMENT. m o...mn~'I,u'.''''''I'.'I''.I'I'I'''l-lIllll....,.mm~""'III-"""IU!1.,.."I.1 (211 (21A) 121BI 10Q..JJlO.69 ~ .!.J -u ~J ~..J "'" 152,649.49 :}";..; .1..... lr) CI -- (61 (71 150.000.00 (81 ~.2111..llll6..6.4__,,, 191 161.259.47 (10) 13,401,25 194.660.72 6,066,345.92 Ill) (121 (lJ) (14) 6,066,345.92 )(._- (161 5.865.595.92 x ,06. ----351,9.35-25-___,,,' x ,15 a 33. Ul...2!L-...", (171 720.750...00 z '" ;::: ~ .. '" u S (181 1R5,046_2.5_____ Inler..1 (191 -228...9-4L.36-____" (20) ------ ---1.QJ,-.l,QO...n._ RE'lIlUINIAIIVI AOORtU . . Act #48 011994 provldo. for the reducllon of tho tax ralollmpolod on tho nol valuo 01 trona/on to or lor the Ule 01 the Ipoule. The ratel 01 prolcrlbod by tho datu I. will bOI . 3% (.03) will be applicable for ellalol of docoden.. dying on or altor 7/1/94 and bolore 1/1/96 . 2% (.02) will b. applicable for ellalel of docedonll dying on or alter 1/1/96 and bolore 1/1/97 . 1% (.01) will b. applicable for ellalel of deceden.. dying on or alter 1/1/97 and before 1/1/98 . Spoulal Iranlforl occurring on or alter 1/1/98 will be exempt Irom Inhorltance lax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (....)IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedenl make a transFer and, a. retain the use or Income 01 the properly IransFerred, ....................................................... b. retain the rlghl 10 designate who shall use the property IransFerred or its Income, ............... x x c. fetaln a reversionary Interest; or ................................................................................... x d. receive Ihe promise for life of either payments, benefits or co rei ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property wlthauI receivIng adequate conslderatian9 If Ci....ath occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate conslderationV to ,.... ........... It............. to...............,.. ,... ................. ..... .................... x x x 3. Old decedenl own on 'In trust far', bank account ot his or her deothL.................................... 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. JllY.UOOlX+ {1.Q'1 ffi iii III C> l!! ..:50> IlllE~ ="'9 u~... ~~ :llz u~ * COMMONWlAltH Of 'lNNUlYANIA OlPAJIlMlNt Of UVlNU! Dm, lIDOO\ ttAUI!ilURG. 'A " 21.0601 DIClDtN .. NAMII~A . I . AND MIODt Ho erman Sue ~OCIA~ Ucu'UTY tlUMIU INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) fOR OATIS Of DIATH AnlR \2/31/9\ CHICK Hill If A SPOUSAL POVIRTY CRIDIT 15 CLAIMID 0 fill HUMDlR 21 COU,N1Y COOl, ".. 95 m _~!~AR NU'M~?R Dl(tOW '"OM'l II ACDU:' INITlAll 818 Sycamore Circle Camp 11111, I'^ 17011 Co,,'" .CumbcI'-land---. -,-.'- .-..----- A~OUtll ~t((lvIO 1\11 1t.\I~u(tIOtHI DAn 0' DIAtH [J 3. Remainder Return {lor dnle' 01 d.oth prior 1012.13.021 {}J 5. Federal hi at. Tal. Relurn Required -.!. O. Tolol Numb.r 01 Sole Depo,il 60'" 017-28-0331 6/9/95 I" ""I,Ulm'UIVIV,HO ..au" , H""" 1\"". "Ul ""U ""uo.l"IIII.11 fl(] ,. Original Relurn o 2. Supplemental Return o ... lImUed Ella" 0 40. Fulure InlereU Comproml,e (for dot.. 0' death alter '2.12.82) iJ 6. Deceden' DI.d T.slol. 0 7. Oecedent Malnlalned 0 living Trult (AII.,h ,.py.1 Willi IAII.,h ,.py.1 Trulll ALC,CORRESPONDlNClfAND, CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO. HAM COMPll t MAIliNG ADDlIn Ronald D. Butler tUEPHONE NUMIU Eo ulre 300 North Second Street 1'.0. Box 430 . -Shurgl PA l1J.08~!tJn 152,000.00 4.469.509.15 1,356,848.00 236-1485 z C> 5 E ~ III .. 1. R,.I E.,." 15,hodul, AI (1 I 2. 5,.,k. .nd B.nd. 15,h,dul. BI ( 2 I 3. CI...ly H,ld 5'.,k/Ponn,..hlp In"rIl'(5,h,dul, q (3 I 4. M."O.OIl .nd N.... R."I,.hl, (5,h,dul, D) (4 ) 5. COlh. Bank Oepo"" &. MIsc.llan.ous Pe,.onal Properly ( 5 ) 15,h,dul, E) O. Jolnlly Owned Proper'y (Sch.dule F) 7. T..ntl,.. (5,hodul, Gl15,h,dul, l) 8. TOlal Gron Anels (totallln.. 1.7) 9. Funeral Eltpenl.., Admlnlslrallv. COilS, Mllcellaneoul (9) bpen... (Sch.dul. H) 10. Oebts, Mortgage lIobilltl.., liens (Schedule II 11. Tolal Oeductlonl ~olQlllnel 9 & 10) 12. Nel Value 01 Eslote (lIn. 8 mlnuI line 11) 13. Charitable and Governmenlal Bequl'1l (Schedule JI U. Net Value Sub ed to Talt lIn. '2 minus line 13) 15. Spoulol Tranlfe,. ~or dol.. of dealh ofter b.30.94) Se. Inllructlons for Applicable Percentog. on Reve"e (15) Side. (Includ. ...... from Schedule K or Schedule M.) 16. Amount of lIn. 14 'Dltable 01 6% rale (Include valu.. 'rom Schedule K or Schedule M.) 17. Amounl of line ,.. taltoble 01 15% role (Include values fr_ Ichedule K or Schedule M.) 18. Principollalt due (A.HI talt from lines 15, 16 and 17.) 19. C"dill Spoulal Poverly Credit Prior Paymenll Ollcount + 2('~. 000 00 + 11, g4 7 36 20. If line 19" oreater than lIn. 18, .nler ,he dilf.,ence on line 20. This Is the OVERPAYMENT. m O...I't'I!'I.lTUn.I_TI.I'....'_IIItI"'&~llIll-..II.l"I'I'n"ln......._U.I'IIU!,1.U..'... 21. If lIn. 1B II orealer than line 19, enler ,he diff.rence on line 21. Thll II Ihe TAX OUE. A. Enler Ihelnl.r." on Ihe balance due on lIn. 2'A. B. En'or ,h, ,.,.1 .11Ino 2\ .nd 21 A .n lIn. 21B. Thl. 10 ,h, BALANCE DUE. Mak. Ch.ck Payabl. tos Regl.,., o' Will., Agent 106,.100,89 152.649.49 (61 171 150,000.00 IBI ,--,,-,ZB1,.OOb~.6!t-, ,-, 181,259.47 13 ,!tO~..25 (10) Ill) _...J94.,E.~2___, --- 1121 6,086,345.92 (131 ------ (14) 6.086,345.92 ------ )(,_. (161 2, 865 .,?9!L.9JL__.__" ,06 . 351,935.75 (171 --2.2.0,.750.00 " .15. ,__".):1,.1.11.5,0----,,,-- \lBI ___--385,048.25, <<",,--<< z C> !:;i ... ~ ,. C> ... ~ ... Inl"el' \191 -218,.941.36------ 1201 ------ _,_IQg"lQO.,ll.9_ 1211 121AI (21BI v,,,;~;,,,;..;, . >, IIASURE TO,ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ Under penalti.. a' perjury, I declare that 1 hove .ltamlned Ihl. relurn, Includino accQmpan~in9 "hedules and Ilalem.nU, and 10 th. belt 01 my knowledge and belief, i1l1lrue, Co".cl and compl.I.. I declar. thai all real ellal. hOl been reporlea otlru. market value. Declaralion 01 preporer olher Ihan Ih. penonal rep,..enlalive i, bOlld on 011 Information of wh ch pI ol.r has any knowledge. SIQNAtURE 0' . UIUNG IETU.N ADDIUU 22 Armin Lane OAlf . ~I. ~bll,j;,er GrOV~B HO 63119 c./S-t!(, "ONA"" U'O'N. Second ~t., 1'.0~30 .A"/ I lIarr10bur I'^ 17108-0430 (PLY Yh Act #48 of 1994 provldol for Iho reduction of Iho lox ralel Impolod on Iho nol valuo of Iranlfon 10 or for Iho Ulo of tho IPOUIe. The ralol 01 prelcrlbod by Ihe IIalulo will bOI · 3% (.031 will bo appllcablo for ollalel of docedonll dying on or aflor 7/1/94 and boforo 1/1/96 · 2% (.02) will bo appllcablo for ellalol of decodonll dying on or aflor 1/1/96 and bofore 1/1/97 · 1 % (.011 will bo appllcablo for 0110181 of decodonll dying on or aftor 1/1/97 and boforo 1/1/98 · Spoulal tranllen occurring on or after 1/1/98 will be exempl from Inhorltance lox. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedenl make 0 transfer and: a. relaln the use or Income of the properly translerred, ....................................................... b. relaln the right to deslgnale who sholl Use the properly transferred or its Income, ............... x x c. retain a reversionary Inlerslt; or ................................................................................... x d. receive the promise for life of ellher payments, beneflls or care9 ....................................... 2. If death occurred an or before December 12, 1982, did decedent within two years preceding death Iransfer properly wlthoul receiving adequate conslderation9 If death occurred oller December 12, 1982, did decedent transfer property within one year of death wllhout receiving adequate conslderallon'..... ...... to.... Of. 00' ...,..... ..............................oo............. Of.. Of ,............... x x x 3. Old decedenl own an 'In trusllor', bonk accounl at his or her dealhL.................................... 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. RfY.1503[1l:+ (Ubi 4@;g. COMMONWEAlTH Of PENNSYlYANIA lNHU.lfANCf TAil: Rf"lURN AUlDENT OECEDENJ ESTATE OF SCHEDULE B STOCKS AND BONDS Sue Noyerman (All p,op.rtv 'olnllv.own.d with Right of Su,vlvo"hlp mull b. d""o..d Dn Sch.dul. F.I ITEM NUMBER DESCRIPTION 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 21-95-465 Herrill Lynch Account .872-37452 1. 25,000 eharee PA Turnpike Comm. @113.939 7.15\ 12/01/09 Oueip .709223FA4 25,000 ehares Twin Valley PA SO @100.698 5.00\ 4/01/00 Oueip '901766BYO 25,000 ehares Hanover Boro PA PB SO @102.095 5.10\ 3/01/00 ousip .411148cK3 25,000 shares Greater Johnstown PA Wtr @101.419 5.10\ 1/01/98 ousip '392028005 50,000 shares state Pub sch AT PA Sch @100.669 5.15\ 8/15/01 ousip '857321VP5 20,000 shares Pennsylvania st @101.00 5.25\ 3/15/99 ousip .709139CG2 34 shares WHX Corp. @11.125 ousip '929248102 25 shares oxford Tax Exempt FD LP 85 @512.00 ousip '691990014 20 shares HL Hedia Partners LP 86 @600.00 ousip .55307J102 39 shares wax Corp. WT 01 96 @5.00 ousip .929248110 3,066 shares Eaton Vance Nat'l Huni Fd @9.93 ousip '27826L10 1,224.5720 shares HL Phoenix Fund cl A @12.40 ousip .5899061 6 CBA Honey Harket Fund @1.00 2. 3. 4. 5. 6. 7. 8. Painewebber Account 'N011050-02 10 ehares Challenger International Ltd. @2,5315 371 shares Coastal Corp. Del @30.9375 400 shares General Electric Co. @56.25 75 shares Houston Industries @41.875 1,000 shares Public Service Enterprises @28.625 100 shares Valero Energy Corp. @20.875 15,000 shares Interface, Inc. @0.98 08.000\ 9/15/13 20,000 shares Bucks CNTY PA WTR.SWR @1.017 9.20\ Due 12/1/1 10,000 shares Delaware co. PA AUT" UNIV @1.095 7.25\ 1/1/01 20,000 shares Harrisburg PA WTR AUT" @1.1 6.45\ 8/15/09 15,000 shares North Wales PA WTR AUTH WTR @1.0475 6.60\ 11/ /97 45,000 shares PENN ST 2ND SER A HBIA @1.02 6.00\ 11/1/96 100,000 shares PENNA. ST UNIV SER @1.025 9.25\ 9/1/08 25,000 Philadelphia PA GEN'L OBLIG @1.0875 8.125\ 8/1/17 50,000 Penna. ST TPK COHN TPK RV H @1.1275 7.2\ 12/1/05 25,000 phila. PA HOSP , HGUR ED FAC @1.085 8.00\ 7/1/13 87,000 West Head TWP PA AUTH SAN SWR @0.95 4.2\ 8/1/04 10,000 shares Wyoming VY PA SANI AUTH SWR @1.02 9.20\ 11/15 10 Cash TOTAL (Also onlor on line 2, Recapilulation) (If more space i. needed, ;nl&" oddjlionol sheels of lame size.) s VALUE AT DATE Of DEATH 28,484.75 25,174.50 25,523.75 25,354.75 50,334.50 20,200.00 378.25 12,800.00 12,000.00 195.00 30,445.38 15,258.17 163,806.79 25.32 11,477 .81 22,500.00 3,140.63 28,625.00 2,087.50 14,700.00 20,340.00 10,950.00 22,000.00 15,712.50 45,900.00 102,500.00 27,187.50 56,375.00 27,125.00 82,650.00 10,200.00 81,630.00 R1v.nOJ u. 1..Gbl -!j~ COMMONWfAlTH Of PINN,nVANIA INHIIIIlANCI 'A" UTUlm IlUlalNI D[CIDINT ESrATE OF SCHEDULE B STOCKS AND BONDS ,~=="~=c =~~'Fii.fNjrMBiiR~=z= ,~.~~=~=c= Sue Noycrman 21-95-4&5 232,875.00 41,562.50 9,281.25 18,752.00 87,000.00 111,862.50 66,250.00 31,200.00 27,125.00 1,625.00 40,875.00 75,625.00 44,000.00 53,250.00 71,750.00 20,000.00 49,612.50 119,250.00 18,400.00 11,250.00 68,250.00 53,375.00 26,296.50 43,875.00 27,687.50 23,812.50 21,750.00 109,375.00 82,500.00 22,812.50 2,500.00 10,782.00 17,000.00 16,437.50 56,787.50 48,000.00 35,437.50 28,812.50 28,375.00 28,250.00 32,025.00 10,300.00 25,000.00 214,855.47 (All prop.rty lolntly~ow".d wllh Right of Survivorship mUlt b. dllCl~.d on ~.du!!_~L___~__. .____ ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATIi 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51. 52. 53. 54. 55. 56. 57. 58. 59. 60. 61. 62. 63. 64. 65. 66. 67. 68. 69. 70. 71. 72. 73. 74. 75. 76. painoWebber Account 'NQ11049 10,125 ohareo A1tron, Ino. @23 5,000 shares Avial1, Inc. Now @8.3125 1,500 shares Amsrican oi1fiold Divers, Inc. @6.1875 8,000 shares Anika Research @2.344 3,200 share. Demis co. @27.1875 3,800 share. circuit city storee @29.4375 4,000 ehare. casey. Gensral stores @16.5625 1,560 share. com. at corp Ser 1 @20 1,000 shares cliffs Drilling Co. Pfd. CV Exch @27.125 200 sharps corrpro companies @8.125 6,000 share. Detection systems @6.8125 5,500 share. Electromagnetic sciences @13.75 11,000 .hares Foster L DCa. Cl A @4 2,000 shares Hannaford Bro.. co. @26.625 3,500 share. International Shipholding @20.5 3,200 share. K-Tron International @6.25 2,835 shares LSI, Ind. @17.5 9,000 share. LXE, Inc. @13.25 1,600 share. LUffiSX, Inc. @11.5 3,000 ehare. Matrix service @3.75 4,000 ehares Mark VII, Inc. 017.0625 2,000 shares Minnesota Power & Light @26.6875 3,000 share. BE Aerospace @8.7655 6,000 share. Noble Drilling corp. @7.3125 1,000 share. Noble Affiliates, Inc. @27.6875 1,500 .hare. Nuveen PA Invt Qual Muni FD @15.875 1,500 shares Northland cranberries, Inc. cl A 014.5 10,000 shares parlox corp. @10.9375 10,000 shares Prime source corp. 08.25 5,000 ohare. ~~I Titanium @4.5625 1,600 sharo. Rheometrico sciontific @1.5625 3,000 pharos scientific softwaro @3.594 4,000 ehares Sun Enorgy Ptnrs. LP Dop. ut @4.25 1,000 sharBB univorsal IIlth Rlty Inc. Tr. 016.4375 55,000 ehares Kroger co. at 1.0325 8.5\ 6/15/03 50,000 .haros Tolxon corp. @0.96 7.5\ 6/1/12 35,000 chores Avon Grovo 01.0125 6.75\ 9/1/04 25,000 shares Dola co. PA Hsp. Rv Crozor 01.1525 7.5\ 12/15 07 25,000 Phila. PA wtr. swr. SR16 010 @1.135\ 7\ 8/1/21 25,000 sharee PA IDA Book Entry 01.13 7\ 1/1/11 30,000 aharee PA ST Tpke Rev. SR 86 @1.0675 7.875 12/1/15 10,000 shares PA ST Hghr Ed FAC Unv @1.03 9.25\ 7/1/0B 25,000 Phila. PA Arpt 01 6.2\ 6/15/06 Cash TOTAL (Aho enlor on lino 2. Rotopilulalian) {I/ mo,e space is need.d, ;n'8" additional ,hee" of lome size.' s RfY.1S03 U + 1..161 _9",~.9 ~~ COMMONWfAltH Of 'lNN5VLVANIA INHERITANCE TAX RfTURN ItfSIDINT DfCfO[Nf SCHEDULE B STOCKS AND BONDS ESTATE OF FILE NUMBER Sue Noyerman 21-95-1.65 (All p,oporly lolnlly-ownod wllh Righi 01 Su,vlvorshlp mUlt bo dllCloud on Schodulo F.) ITEM NUMBER DESCRIPTION painewebber Account 'NQ11051-02 77. 78. 79. BO. B1. 82. 83. 84. 85. 86. 87. 88. 89. 90. 91. 92. 93. 900 shares Bank of NY co., Inc. @41.4375 2,250 shares Burr Brown @24.375 5,062 shares cuc International @26.625 5,000 shares Destec Energy @12.3125 300 shares Dow chemical @70.9375 400 shares Gannett co. @54.375 1,200 shares Johnson' Johnson @66.1875 4,000 shares Lumsx, Inc. @11.5 900 shares Merck, co. @47.9375 500 shares Morqan J P , co. @70.25 600 shares Raytheon co. @76.625 6,000 shares Tstra Technoloqies @12.25 8,000 shares zycad, Inc. @3.5315 7,000 shares CUC Int'l Inc. SU NT conv. @4.49375 0.00\ 6/6/96 40,000 shares PA BT HGHR EDL FAC MBIA @1.0075 6.9\ Due 5/1/98 10,000 shares PA BT HGHR EDL FAC CG @1 6.9\ Due 5/1/98 cash Dain Bosworth Account 94. 95. 96. 110 sharss Ford Motor company @29.625 4,400 shares Hon Industries, Inc. @27.250 10,000 sharee Edsn prairie, KN MFH Rev Olympic ROG coll Midwest @103.816 7.5\ Due 12/1/16 put 12/1/95 @100.00 15,000 ehareD Montana Bt Econ Dev Brd Econ Dev Rev Ref 80zema Holiday Inn-B @104.179 8.5\ Due 12/1/97 60,000 ehareD PittDburqh, PA GO OlD MSF 3/1/02 @119.462 9.125\ Due 3/1/04 25,000 South Weetern SO, PA @106.006 6.3\ Due 6/15/06 call 6/15/02 @100.00 20,000 univereity, TX General Tuition @106.467 8.125\ Due 8/15/02 pre-refundsd 8/15/96 @102.00 Money Market Fund 97. 98. 99. 100. 101. TOTAL (Also enler on lin. 2, RocoJlitulolion) llf more .pace ;. n..d,d, inse,t oddilional.h..,. 01 .am. size.} VALUE AT DATE OF DEATH 37,293.75 54,843.75 134,775.75 61,562.50 21,281.25 21,750.00 79,425.00 46,000.00 43,143.75 35,125.00 45,975.00 73,500.00 28,252.00 31,456.00 40,300.00 10,000.00 149,702.96 3,258.75 119,900.00 10,381.60 15,626.85 71,677.20 26,501.50 21,293.40 125,558.82 S 4,469,509.15 y lIy.HO$ lh IH11 ,,~1~1'~1\ .W~ COMMONWEALTH Of 'ENNSYlVANIA INHERITANCE TAX RfTUAN R(SIDENT DECEDENT SCHEDULE C-l CLOSELY HELD CORPORATE STOCK INFORMATION REPORT Ploa" Typo or Prinl FILE NUMBER ESTATE OF 21 95 465 W. to' . Tho following info;mation must bo submlttod with this schodulor' ,',. ',' : , ' .' , , A. Delalled description showing tho method of computation utilized In ,h. valuation ollh. docedonl" IIot\(. B. Compl.'o COP'" of financlalllotomonh or complor. coplo, of tho Fodoral Toll. Relurns (Fodurol Form 1120) for tho yoor of doalh and 4 preceding yean. C. Slalomont of dividends paid each year. lbl tho.. dadarod and unpaid. D. lht nomoI of oHl,on, lalorl.., bonu." and ony other bonofits rocolvod (rom Corporation. f. If tho Company owned roal..tat., lubmll 0 Ihl Ihowln91ho complato oddrou/ol and usllmal.d fair Markel Value". If Rual Eilal. Appraisal, hove been lecur.d, pl.as. attach capllS. F. LIsI princlpal slockholders at dOlO of d.ath, number of .hor., held, and rolaliomhip to docedont. G. Any olher Information r.lallve 10 Ihe valuallon of the d.codenl" Inler.U. I ,.J 1. Nom. of Corporation AlphR Dp-velopmcn~ Company Slale of Inc. JQ\l.a.-___.__ Dole olin" 9/28/8.3- SlreelAddroll 200 2nd Ave, SE. P.O, Box 1326 Cily Cprlnr Rnp4r1J:1 State TntJn 2. Fodoroll. D. Number 42-1208711 (Some Ar Federal Form 1120) Zip Code -;?b.nr, TOlal Number of Shar.holddn _--1" Jnnun.z:y 1 .10_, .llecember.-1L Businoll Reporting Yoar 3. Type of Buslnen Lea8inQ: Produc, Renl estntl! 4. STOCK TOTAL # SHARES OUTSTANDING PAR VALUE . SHARES OWNED BY DECEDENT TYPE Common 500 12 1/2 $100 Proferr.d Provide all rlghl. and r..trlctlons per'alnlno to oach clau of ,'ock. Woo de,edenl employod by Ihe Corporal lon' 0 Yo. iU No If yes. Position Annual Salary S limo Doyolod 10 buslneu Woo Ihe Corpurollon Indeblod 10 Ihe de,odont1 0 Yo. G(J No If 'lOS, provide amounl of Indabtodnon S 7. Was Ihor. lire Insurance payable 10 ,ho corporation upon doolh of ducudonl~ 0 Yes !ZJ No If y.s, Cosh Surrondar Value: S Nel Procoods Payable: S ___ .__._ _ Owner of Policy 5, 6, 8. Did lho decodenl soli or IransFor .tock of Ihis compony wllhln one )'uor prior 10 doalh if rho dolo 01 duolh was on or 011", 12/1 :1/82 or wilhin two yoors if Iho dole of death was prior 10 12/1:1/92' 0 Yus (i] No If yes: 0 Tranlfer OSolo , of Shore. Tronlfurod or Purchasor .______.__~. Doto _._~____._...___ Consldoralion S Alloch a loporolo shoo' for addlllonollran.fars and/or salas. 9. Did Iho corporallon havo an Inloroslln other corporallons or parlnouhips' 0 Yos {~ No If 'los, roport lhe naeanory Informallon on 0 loparala Ihoet, including Schodulo "C. I II or "C.2" for oath InloroU. 10. Was thoro 0 writton Ihoroholdur's ogreomont In olfoCI 01 tho limo of tho doeodunl's dualh' IXJYos 0 No If yo., provide 0 copy ollhe agreement, See Article VIII of attached Articles of Incorporation 11. Was lho docodenl'. stock sold' 0 Yos E!J No If Y'S' provide 0 copy of th. agreoment of 101., ole. 12. WO'lhe <orporotlon dluolved or IIquldotod oltor Iho do<odonl" doolh1 0 Yo. IXl No If yo., proulde a breakdown of liquidation dillrlbullon., 01<. AUo,h a "parolo .heet, ... , Estate of Sue Moyerman File No. 21-95-465 SCHEDULE C-l AIDha DeveloDment COMDanv A. stockholdsrs equity at 12/31/95 ($1,716,741.00) x 2;\ (dscedent's percentage of stock ownership) discounted by 40\ for minority interest and lack of marketability. B. Financial statements covering period from 1/1/91 through 12131/95 Are attached. C. statement of dividends attached. D. The fOllowing are the officers of Alpha Development Company I President vice President Treasurer secretary Jack Evans Ron olson Jay Morrissey Michael Donahus None of the officere of Alpha receive salaries or bonuses for acting in the above capacitiee. E. The following is a list of the property owned by ths corporation I Norand - East Building 550 sscond strest BE Cedar Rapids, Icwa 52401 A current appraisal is being conductsd for the property and is sXpscted to bs completsd by the end cf August. I will forward a copy once it has been completsd. ! !~' , IIV,BOSII_ !JUt "~:~'~l\ ~,~ COMMONWEAlTH 0' p(NNSnVANIA INHERITANCE TAlC RUUIIN RUIDENT DECt:DENT SCHEDULE C.1 CLOSELY HELD CORPORATE STOCK INFORMATION REPORT ~18,!_1~__' rp! Y!_,~~i~!_ ESTATE OF Detailed description showing ,he method of computation utiliud in Iho ",olvetion of th. docod.m'" 'IO(~. Comple'e copl.. a' financial Ilel.monll or complete copiol 01111. fudorel lOA Molu,", Ifodlllul rOflll 1120) 'Of Ihe )'801 01 tltlolh and 4 pro ceding yean. C. Statement of dividend. paid oach Y80r. USllhol. dodoled and UllflOld. D. Ust nomoI of offlcon, solarle., bonules and ony olho, bonol!" rDcoived horn Corporolion. E. If tho Company owned '8010.1010, submit 0 Iill showinglh. complote oddr.../ol and ustimatod fair Mut~ol Volue". If Real blale Approiloh havo bOlln llICured, pleas. attach copies. F. Us. principal slockholden at dale of death, numb or of shares held, and ,elationshlp to dO(ltdenl, G. Any oth.r Information relatl.... to tho ...aluolion of the decedent's Inlorosl. 1. Nom. of Corporation -5mulc.ko.fLEurnituru...Company.._lnc.. Sloto 01 Inc. (OWD. slro.1 Addr... 97 Third..1\y,cnuc...-5..E.._,______.. Da'oallne" 1016/72 Cily Cedar Raplds Sla,.--1lwa Zip Cad. _...52'10 L Tolal Numb.r 01 Sharohold... ,20,.. F.d.roll. D. Numb.r 42-1005592 8u.in... R.porting V.ar.._,B1L__.., ___'0,__7/31___,,____, (Sam. A. Fed.ral Farm 1120) Typ. of 8u.1n... Retail aales 2. 3. 4. Product Furnlturc,,,, TOTAL' SHARES OUTSTANDING PAR VALUE . SHARES OWNED BV DECEDENT STOCK TVPE Common 200 6 SlO ....1.9..1.0 Proferred Provide all rlghll and ,..trlctlon, p.rtolnlng to each cion of Iloc~. 5. Wal doc.donl .mploy.d by ,h. Corporallonl 0 V., !Xl No If yes, Position Annual Salary S Time Oovoted 10 busine.. !Xl No 6. Was Iho Corporal Ion Indobled 10 the docedenl' 0 Yel II YOl, provide amount of Indebledno.. S . 7. Was ther.llfe Inlurance payable 10 the corporal Ion upon doalh of decodent' IJ YOI til No If YOI, Cash Surrender Value: S Not Procoods Payable: S Owner of Polley __u._','_'_' B. Did the decedonl loll or trander stoc~ of Ihis company within ono yoor prior 10 doalh illhtt dolo of doath was on or oller 12/13/82 or within two yoon if .he dolo of dealh was prior to 12113182' 0 Yes lXJ No If yes: 0 Trander 05010 'of Sharos Transforoo or Purchaser Dato __..~., Consldo,atlon S ._ ._'"~_._,- "~ Attach a separalo sheot for addilionallransfon andlor sales. 9. Did the corporation have an interollln othor corporations or partnonhips' Ixl Yos [J No Reported on attached ~~cdcril If yos, report the necenary information on 0 soparale sheol, including Schedulo "C.I" or "C.2" for oach interesl. Income Tax Hctlll 10. Was there a written .haroholdor's agroomont In ofleel at tho limo of Ihe decodQnt'. dooth' DVos If yes, pro...ide a copy of .he agroement. 11. Was Ihe decedent's stock laid' 0 Vos {ZJ No If yes, pro...ide a copy of the agreement of solo, otc. 12. Was the corporation dissol...ed or liquidated aftor tho deUtdonl'1 doath' 0 Vos !Xl No If yes, pro...ld. a breakdown of liquidation distribullons, etc. AlIoch 0 'oporolo sheel. lirJ No . ~ Estate of sus Hoysrman File No. 21-95-465 SCHEDULB c-1 Smul.koft Puraitur. comoany. InD. A. computation method and echedule ie attached. B. Federal tax returne tor fiecal yeare ended 7/31/91 through 7/31/95 are attached. Joan M. Lipeky preeident and Treaeurer vice preeident and Aeeietant secretary Secretary C. No dividende have been paid. D. compeneation of officere is included as part of Federal tax returns. Officers are as tollowe. Abbott B. Lipsky Ann M. Lipsky E. No real estate is owned by corporation. F. List of shareholders was not made available to estate by corporation. G. No other information ie relevant. 4'" , ~~: \ ~, ) .- 1l'l.UOtlhIJ-UI SCHEDULE C-' CLOSELY HELD CORPORATE STOCK INFORMATION REPORT Ploa" t.,.po or Print FILE NUMBER 21-95-465 ~~ COMMONWEAltH O. PfNN~YLV"NIA INHtRlTANCl TAX Il.UUAN RUIDENT DECEDENT ESTATE OF A. DelaUed dl"rlpllon .howlng ,h. method of computation utillud In th. voluolion ollho docedunl" Ilod". B, Compl.l. copl.. of f1nonclol'lol.m.nU or compl.l. copl.. of Ih. Fod.rol To. Roturn. (Fod.,ol Form 1120) for Iho y.or 01 dooth and 4 preceding yean. C. Statemont of dividend. paid oach year. Lilt tho.. declarod and unpaid. O. List namo. 01 oHlcon, 1010r1Ol, bonu... and any other bonofils received from Corporation. E. IIlh. Company own.d r.ol..lol., .ubmlt 0 11.1 .howlng Iho complol. oddr.../o. and o"lmotod Fair Morhl Volu./" II R.ol E.IoI. Approilol. have been ..curod, ploa.. auach copl... F. Un principal stockholderl at dolo of death, numbur 01 shot.' held, and relatlonlhlp 10 dOCDdonl. G. Any other Inlormatlon rolot1v8 to lho vo1uolion of the docodont's Inler.sl. 1. Nome of Corporation Smlll "knff Tn""qtmront' r.nmpll1l.)'.- SlolO of Inc. ---Iown_..-.____.. Dote 01 Inc. 81-1/.29-. ------. Str.el Addre" 97 Third Avenue Zip Co do 52401 Tolol Numb.r olSharoholdo" --6 Bu.lnon R.porllng V.or---1!/l ro_--1J.:J 1 Cily Cpdnl" R:1pi ~q Stat. Tnun 2. F.d.roll. D. Numb.r 42-6056700 (Sam. A. Fod.ral Form 11201 Product RIHlLllS.tlltP 3. Typ. of Busln." LenRinf 4. TOTAL' SHARES OUTSTANDING PAR VALUE . SHARES OWNED BV DECEDENT STOCK TYPE Common 10,000 $1 2.331 Pr.ferred Provide all rlshll and r..trlctlon, perlalnlng 10 each ,Ian of slack. S, Was docod.nl .mploy.d by Iho Corporal Ion! 0 Yo. [Xl No If yes, Poslllon Annual Salary S Tlmo DU'Iolod 10 businon 6. Was Ih. Corporallon Indob,od 10 Iho docod.nl! 0 V.. [ill No If yos, pro...lde amounl of Indobt.dnoss S 7. Was lhere life Insurance poyabl. to Ihe corporallon upon doalh of docodenl' 0 Yes C{1 No If yes, Cash Surrender Value I S Nol Proceods Payablol S Own.r of Polley 8. Old Ih. d.c.d.nl .011 or Iron.lor .Iock 01 Ihi. company wllhln ono yoar prior 10 doolh IIlh. dor. 01 d.oth wo' on or olt.r 12/13/82 or wilhln Iwa y.o" II Iho dol. of d.olh was prior 10 12/13/82! 0 V.. [ill No If yeS! 0 Transfer OSalo , of Shares Transleree or Purchaser Dolo Conslderallon S Alloch a separalo shoot for addlllonal transfors andlor sal.s. 9. Old tho corporation ha.... an Interest In other corporations or partnerships' 0 Yes lXl No If yo., report the nocessary Information on 0 separale shoet, Including Schodu\o IIC.1" or "C.2" lor oach Inlo,."t, 10. Was Ihere a wriu.n shareholder's aor.oment In Glroct allha lima ollho docodonl's dealhW OVos If yes, pro...ldo a copy of the ogr.em.nt. 11. Wo. Iho doc.d.nl'. .to,k .old! 0 V.. I[] No If yes. pro...ide a copy of .he agre.mont 01 sale, olc. 12. Was Ih. corporation dissol....d or liquidaled after tho decodent's doath' 0 Vos bd No If yes, pro...id. a breakdown of liquidation distribullons, elc. AlIach a 'oporate ,haul. !Xl No Estate of sue Koysrman File NO. 21-95-465 ... "" SCIIBDULB C-1 smulekoff tnveBtment ComDanv A. stockholders squity at 12/31/95 (5,933,026.00) divided by 10,000 Dhares X decsdent's 2,331 shares diD counted by 40' for minority interest and lack of marketability. B. Federal tax returns for fiscal years ended 7/31/91 through 7/31/95 are attached. C. Dividends paidl 1995 1994. 1993 1992 1991 1990 $20/ahare 17.50/share 17.50/share 20/share 20/share 10/share Abbott B. Lipsky Joan H. Lipsky president and Treasurer vice president and Secretary \ I I I I I D. compeneation cf officere ia included ae part of Federal tax returns. officers are as follows I E. The real estate owned by the corporation iD extenDive. A liDt of the real eDtate holdingD waD not provided tc eDtate by corporaticn. The corporation advises that there are no appraiDalD. F. stockholderol Emily skolnick Dorothy vogel Bslle Lipoky Elaine Glazier Jcan LipDky (Sue Hoyerman) smulekoff xnvestment co. aaa Dhareo aaa ohareo aaa Dhareo 2,331 Dhareo 2,665 Dhareo 2,331 Dhareo 9 ohareo All ths stockholderD are couDinD of sue Hcyerman except for Elaine Glazier. G. NC othDr infcrmaticn is relevant. \ \ llv,t)Ot.lltl)9)1 ", ~~ COMMONWEALTH Of P[NNS'f\VANIA INllfRUANCE TAlC UTUIIN RUIDENT DECEDENT SCHEDULE C-2 PARTNERSHIP INTEREST REPORT ~lou,o !r.po ~r Pri.n~_u FILE NUMBER ESTATE OF A. Dolallod dOlCrlpllon .howing Iho mOlhad of campulallan ulillzod In Iho valualion of Iho ducodunl'. Inloroll, B. Complolo capias of financial slatomonls or complolo coplus of Iho Fodoral Tax Rulurrn (Form 1065) for Ihu yuar of duall1 WllJ 4 proeodlng yoars, Including a bolaneo shoul for Iho yoar of doalh. C. If Iho Company awnod Roal E.lalo, furni.h a 11.1 .howlng Iho complolo addru../o. and o'llmalod Fair Markol Valuo/., If Roal E.lalo Appral.al. havo boon .ocurod, ploa.o allach capio., D. Any olhor Informallon rolativo 10 tho valuation of tho ducodonl's intorost. L Namo of Parlnorshlp BCR Camnanv Fodorall. D. Numbor 42-6109645 (A. por Form 1065) Dolo Bu.ino.. Communcod 7 /1 /46 Addross P.O. Box 74090 Cedar Rapids. Iowa 52407 Bu.ino.. Aclivily 1I0ldln~ non-callable from SmulekofC Furniture Company 2. Docudonl woo a IXlGonoral OUmltod parlnor. If docudonl was a IImilud parlnor, pravido Inllial invo.lmunl S Unknown. 3. PARTNER'S NAMES SALARY BALANCE OF CAPITAL ACCOUNT % OF INCOME % OF OWNERSHIP A, Sue 110 erman 50 177 1/6 1/6 None B, C, D. 4, E.llmalod Valuo of do codon I'. inloro.l: S 38.466.00 S. Was Iho parlnorshlp Indoblod 10 Iho docodonli If yo., provido amaunl of Indoblodnoss S 6. Was Ihuro IIfo In.uranco payablo 10 Iho parlnorshlp upon Iho doalh of Iho ducodonl! OVo. lUNa If yo., Ca.h Surrondor Valuo. S Nol pracood. payablo. S Ownor of Polley: OVo. I)(lNa 7. Was Ihoro a wrlllon parlnorshlp agroomonlln offocl allho IImu of Iho docodonl'. duolhi OVo. IXlNo If yos, allach copy of agroomont. a. Did Iho parlnorship havu an inluro.1 in any olhur parlnurshlp. or corporalion.i OVo. I3aNo If yos, roporl Iho noeDssary Informotlon on a soparato shuul, including Schodulo "C.1" or "C.2" for oach inloro,t, 9. Did Iho docodunl'. Inloro.lln Iho parlnorshlp changu In Iho yoar buforo doalh if Ihu dolo of doalh was on or ahor 12113/82 or If doalh occurrod prior 10 12113/82 In Iho la.llwo yuarsi OVo. (]INa If yo., oxplaln: 10. Wa'lhodocoduntrolalodlaanyoflhoolhorparlnorsiIXlVo.ONa Lea SmulekoCf (deceased)-unclo - 1/) IF yes, explain: Jonn J.{pRky-~nllqfn - 1/1 P.l!drv'! r.1....,.f.c...r..::..sist~r _ 1/(, 11. Was Iho parlnorshlp dlssolvod or IIquldalod aftor docudonl'. doalhi DVu. IxINo If yo., r.part alllho rolalod Information, including caplo. of Iho Solo. Agroomunl and/or Sonlumonl Shool. 12. Wa. Iho docodonl'. parlnorshlp inloro.1 .oldi OVo. [2!Na If yo., provido a copy of Iho agroomnl of '010, ole, \ Estate of sue Moyerman File No. 21-95-465 SCHEDULB C-2 DeR ComDanv A. Valued at 1/6 of net book value of partnership assets, discounted by 15' since note pays interest only and ie non-callable. B. partnership tax return (Form 1065) ie attached. Prior tax returns were not made available to estate by partnership. C. No real estate owned by partnership. D. No other information i. relevant. . 11'0' !ttloll. t''ill SCHEDULE C-2 PARTNERSHIP INTEREST REPORT Phta'. Type or ~~in~_ FILE NUMBER J~ ~~~~ COMMONWIA\Ht Of PINN!o'fLV"NIA IHln,mA.NU toU R(lURH RUlotNI OICIDUH ESTATE OF A. DOlailod do",lpllon .howlng Iho mOlhod 01 compulallon ulilizod In Iho yaluolion ollho docodonl'.lnloro'l, B. Complolo coplo. 01 flnonclal.lalomonh or complolo coplo. ollho Fodoral To. Rolurn. (Form 10651 for Iho yoor 01 doa,h and 4 procoding yaan, Including a balanco .hoot for Iho yoar 01 doalh. C. IIlho Company ownod Roal E.lolo, /urni.h 0 lI.t .howinO Iho complo'o oddroll/o, and o'llmolod Fair Morkol Voluo/., II Rool Eslato Approisoh havo boon sucurod, plaDsD altoch copiol., D. Any olhor Information rololl'lo to Iho valuation of tho docodont', inlorosl. 1. Namo 01 Parlnonhlp SLS Company fodoroll. D. Numbor 42- 129374& (A. por form 1065) Dolo Bu.inoll Commoncod 5 / 1 /87 AddrOll 97 Third Avenue Cedar Rapids, Iowa 52401 Businou Aclivily ---1!!Y.!!.!Ltmant s 2. Docodonl wa. a IXlGonoral oUmitod partnor. II docodonl wa. a limitod parlnor, praYido Initial inYOllmonl S Unknown 3. 1'0 OF INCOME 1'0 OF OWNERSHIP SALARY BALANCE OF CAPI! AL ACCOUNT PARTNER'S NAMES ~~~04.20& A, Sue Mo er 8, C, D, 4. E.llmalod Valuo of docodont'. Intoro.t: S 204.205,00 5. Wa. tho parlnonhip lndoblod 10 Iho docodonli oVo. lX1Na II YO" praYldo amount 01 lndoblodnon S 6. Wo. Ihoro 11I0 In.uranco payablo 10 Iho porlnonhlp upon Iho doalh of ,ho docodonti DVo. xlNo II yo., Co.h Surrondor Valuo, $ Not procood. poyablo: S. .---.---.'. Ownor of Polley: Was thoro a wrillon partnonhlp agroomonlln olfoct 01 tho limo 01 tho docodon", doothl oYo. IXlNa II yo., allach copy 01 agroomonl. Old Iho parlnonhlp hayo an inloro.1 in any alhor porlnonhlp. or corporalion.i Dyo. IiUNo II yo., roporllho nocollary Inlarmallon on a 'oparalo .hool, Including ~chodulo "C,I" or "C,2" for ooch inloro.1. 7. 8, 9. Did tho docodonl'. intoro'l in tho partnonhlp chango in Iho yoar boloro doalh If Iho doto of doolh was on or aftor 12/13/82 or il doolh occurrod prior 10 12/13/82 In tho la,t Iwa yoani oYo, IiUNo If yo., o.plain: Was tho docodonl relatod to any 01 tho olhor parlnoni \XlYo. DNa If yo., o.plaln: Abbott 1.ip9ky-couain - 1/3 . ___n._.___.______ 10. Lea SmulekafC (decea.cdl-uncle - Elaine Glnzlcr-ais~~& 11. Wa. Iho porlnonhlp dl..olyod or Iiquldalod ahor docodonl'. doolhi Dyo. lY.lNo If yo., roport all tho rolalod Inlormallon, Including COpiOl 01 Iho Solo. Agroomonl and/or Solllomonl Shool. Wa, tho docodonl" parlnorship Inloro.1 .aldi oYo. [lNo If yo., proYldo a copy ollho aoroomnl of ,010, ole. 12. 1/3 ..- .~~ Estats of sus Moysrman File No. 21-95-465 SCHBDULE C-2 SL8 Comaanv A. Valued at 1/6 of net book value of partnership assets. 8. Partnership tax returns (Farm 1065) far period 1/1/91 through 12/31/95 attached. C. No real estate awned by partnership. D. No ather information is relevant. ... ~ .t'o',I)C6l'. I~ '11 <;I'J~.9 fJ~:SWl~ COMMONW[AUtt OF p(NNnlVANIA INHERlfANCE 'AX R(JURN RUIDENt DECEDENt SCHEDULE C-2 PARTNERSHIP INTEREST REPORT ~1.OUI Type or P,inl FILE NUMBER ESTATE OF A. OOlallod do.crlpl/an .hawlng Iho mol hod of compulollon ulilizod In Iho voluolion of Iho docodonl'. Inlor..t. 8. Complol. cop I.. of flnanclol.lalomonl. or campi. to caplo. allho Fodorol Tox Rolurn. (Form 10651 for Iho yoor of doalh and 4 procoding yoars, Including 0 bolonc. .h.ollor Ih. yoar 01 doolh, C. If Iho Company ownod Rool E.lalo, furnl.h 0 1I.I.howing Ih. complolo oddroll/o, ond ollimalod Foir Morkol Valuo/., If Roal E.lolo Appral.al. havo b..n .ocurod, ploa.. allach coplo.. 0, Any olhor Informal/on rolal/vo 10 Iho valuol/on of Iho docodonl'. Inloro.l. 1. Nome of Partnorshlp ---''''~n t-nrn Rnn 1 toy Fodoral I. O. Numbor 42-1294641 (A. por Form 1065) Dolo Du.inoll Commoncod --1L 1/87 Addroll lq4R Fift-h ^v,.nU~t SE Cedar Rapids, Iowa 52403 Businou Activity Rental/Real Estate 2, Oocodonl wa. 0 DG.noroll(]L1mltod parlnor. If docodonl wo. 0 IImilod parlnor, provldo initial invollmonl S Unknown 3. PARTNER'S NAMES SALARY BALANCE OF CAPITAL ACCOUNT % OF INCOME % OF OWNERSHIP A, S e No er .1 6.6667. 6.6667. None 100 993 8, C, 0, 4. E.I/molod Volue of decedenl'. Inlore.1: S 100.982.00 5. Wa. Ihe parlnershlp Indebled 10 Ihe docedonl9 Dyo. !iilNo If ye., provide amaunl ollndebtednell S 6. Wa. Ihore life In.urance payable 10 Iho parlnorshlp upon Iho doolh of Iho docodonl! DYo. OONo If ye., Ca.h 5urrondor Valuel S Nol procood. poyablol S Ownor of Polley: 7. Wo. Ihoro 0 wrlllen portnorshlp ogroomonlln offecl allho limo of Iho docodonl" doolh! Dl!yo. DNo If yo., allach copy of agreemonl. Old Ihe partnership hove on Inlere"ln any other parlnorship. or corporalio",! Q[]y.. DNo If yos, roporllho nocauary Inrormallon on a soparate shool, including Schodulo "e.)" or "C.2" for oach Inlorost. 8. 9. Old Iho decodenl" Inlore'lln Ihe parlnershlp chongo In tho yoor boforo doolh if Iho dolo of duolh wo, on or oftor 12/13/82 or if doolh occurrod prior 10 12/13/82 In Iho 10.llwo yooll1 Dyo, []lNo If yo., oxploin: Wo. Iho docodonl rololod loony of Iho olhor partnors1!iilYo. DNo If yo., oxplaln: Abbott Linskv-cousin - 13 1/3 .-.---.--- ---------.. 10, Leo Smulekoff (deceased)-uncle - 13 1/ Elaine Clazier-sister - 6.666 11. Wo. Iho partnorshlp dlllolvod or IIquldolod aftor docod.nl" doalh1 DYol fXJNo If yo., roporl alllho rolalod Inlarmal/an, Including capio. of Iho Solo. Agroomonl and/or Solllomonl Shoot. Wa. Iho decodonl'. parlnorshlp Inlere'l.ald1 DYe. [lNa If YO" provide 0 copy of Iho agreomnt of .ale, olc, 12. - Bstate of GUS Moyerman rile No. 21-95-465 8CIlEDULBC-2 we.tern Realtv A. 6.666' of net book value B. partnership tax returns (Form 1065) for psriod 1/1/92 through 12/31/95 are attachsd. C. Wsstern Realty owns real estate located at 2500 16th Avsnus, GW, cedar Rapids, Iowa 52404. Appraisal dated 5/16/95 is attached. Four corners company owns real eetate located at B05 B Avenue, NW, cedar Rapids, Iowa 52405. No appraisal is available. D. partnerahip tax return (Form 1065) for Four corners Company for 1995 is attached. western Realty owns 50' interest in Four cornere company. 1. 1986 Acura Legend sedan VALUE AT DATE OF DEATH 5,000.00 16,467.63 56,930.86 10 ,000.00 49,251.00 uv"ot'..IJI'1 . COMMONWEAltH Of PfNNnlvANIA INHIIITANCI TAX RnURN RISID.NT DletDINT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PI.".. Print ~. FILE NUMBER 21-95-465 ESTATE OF Sue Hoyerman (All prop.rtv lalntlv.owned with ,h. Right of Survlvorthlp mUll b. dlulo..d on Schedul. '1 N~~~R DESCRIPTION 2. Hellon Bank account 0302-108-0910 3. Hellon Bonk account 0300-070-0868 4. Household furnishings and contents 5. 6.251. interest os beneficiary of Hays City Realty Company Liquidating Trust - Guaranty Bank and Trust Company, Trustee 6. Cash 15,000.00 TOTAL AI.o .nt.r on IIn. 5, R.eo S 152 649.49 (Anoch addItional 8YtH )C UH ,h.."U more 'poc. I, n..d.d.) @ Mellon Bank IIlcllonllnnk, N.A. Collllllonwcnllllllcglon 8n I'oplnr ellurcllllond Colllp 1111I, I'A 17011 717-731-1845 RONALD D. BUTLER, PC.C ATTORNElI AT LAW THREE HUNDRED NORTH SECOND PENTHOUSE SUITE HARRISBURG, PA 17ioB-0430 STREET REI ESTATE OF SUE HOllERMAN DEAR HR. BUTLERI ON JUNE 9, 1995 THE BALANCES IN SUE HOUERMAN'S ACCOUNTS ARE AS FOLLOWS' ACCOUNT NO. 302-108-0910 - BALANCE $16,467.63 ACCOUNT NO. 300-070-0868 - BALANCE $56,930.86 SHOULD 1I0U HAVE ANlI QUESTIONS, PLEASE FEEL FREE TO CONTACT HE AT 731-4845. SINCERELlI, AE.....U10U.11-I'1 ,,~i!.>.:~~ ... .Fi/l~ COMMONWUlTH 0' PfNNsnVANIA INHlIlfAHCI TAX UtUAN AUID.NT DICIDINT SCHEDULE G TRANSFERS PLEASE PRINr OR TYPE ESTATE OF , FILE NUM8ER Sue >>oyerman 21-95-465 THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET 15 YES, 11E~ I DESCRIPTION Of PROPERTY E'CLUSION ' lOTAI VALUE I D[~D 8P~tc~~t~V,ES NUMBER ,,,dud. nom. 01 th. fru","'''' ,hu ,,'ollon,h,p 10 d.c.dlfot, Jul. of ',uluf., Of ASSET INT. INTEREST IRA Account INQll048-02, paineWebber 1. 526 shares Global High Income Dollar Fund, Inc. @11.125 per share 2. 1,170.515 sharee Kemper U.S. GOVT SECS CL A @8.83 per share 3. 8,000 aharee CERT ACCRUAL TSY O. 04-05- 15-04 SECS SER N @0.556 per share 4. 8,000 ahares CERT ACCRUAL TSY O. 00 due 11/15/00 SECS SER F @0.7131 per share 5. 10,813 units KEMPER GOVT SECS TR GNMA portfolio SER 8 @0.164 per share 6. 25,000 shares Int'l Shipholding corp. 09.000.-07-01-13 @0.9625 per share 7. 47,974 shares GNHA PL 0007064X 8.50. due 01-15-06 CPV 5788 Factor .120667310000 @1.025 per share 8. cash I 100. 5,851.75 5,851.75 I 10,335.651 100. 10,335.65 I 4,448.00 4,448.00, 100. I 100. 5,704.80 5,704.801 100\ 1,773.33 1,773.33, I 24,062.50' 100. 24,062.50 5,933.60 100. 5,933.60 13,810.55 100\ 13,810.55 I I 100. 22,446.95 22,446.95 50,833.97 100. 50,833.97 29,141.17 100\ 29,141.17 12,509.93 100. 12,509.93 I 54,516.68 100\ 54,516.68 48,102.95 100\ 48.102.95 289,471.83 ************************* 9. TlAA-Cref Deferred Annuity certificate 'A740659-6 10. TlAA-crsf Deferred Annuity certificats 'P740659-3 11. TlAA-crsf supplsmental Deferred Annuity certificate 'J039188-6 12. TlAA-cref supplemental Deferred Annuity certificate 'K039188-4 .************************ 13. 14. Life Life Investors Annuity policy ,0100Y050825 Investors Annuity policy .0100Y0508r5 \ ************************* LeSBS Amount nscesary to reduce taxable valuation of ccmbined retirement accounts to $150,000 representing the maximum amount a taxpayer could receivr during calendar year 1995 without in- curring the 15' excess distribution tax I I I I ::-__ ._-:=::-::.:=:_=__ _m I '0'" .".I..,~ "'.. ,,"~.~.., I ' '" more Ipac, i, "..d.d. inl.,l ad,Ji/Jonol ,h..1i of sam. Ii,..' (139,471.83) 150,000.00 .hl)l'l'. [1111 ESTATE OF ~;'l" It" ~1(."'''1\ ,~. 'iI'~ COMMONWU\1H Of PINNSnVANlA INHIIIITANCE TAX IUlUlN RUIOrN' DICrpIN' _ __,___.__ SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANE,?~S ~XPENSES I., .._,Plea'~!,rl~.~,ar TYJ'e I FILE NUMBER --1 21-95-465 Sue Moyerman ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expen.e" B. 4. C. 1. 2. 3. 4. 5. 6, 7, 8. 9. 1. 2. 3. 4. 5. Reese Funeral Home Funeral dinner Kutz Printing - Memorial Kitchen Works - Memorial service Miller Bros Monument. Inc. - Headstone 1,715.04 100.00 63.07 1.927.75 645;75 ,. Admlnl.tratlve Ca.t" Abby Renfroe Pe"onal Represenlallve Commissions Eric Moyerman Social Security Number of Pe"anal Represenlallve: Vear Commissions paid .n h.. pn f ~ f n 1996 70,000.00 70.000.00 2. Allarney Fee. Ronald D. Butler. P.C. Harry Yaverbaum. CPA - Accounting fees 30,000.00 4.000.00 3. Family Exempllan Claimanl Addre.. of Claimanl 01 dec.d.nl's d.alh Slr..t Addr.ss R.lalianship City SIal. __ Zip Cad. Prabol. Fe.s 2.005.50 MI.cellaneaul Exp.n.e" Cumberland Law Journal - Estate advertising 40.00 The Sentinel - Estate advertising 92.36 Register of Wills - Short certificates 27.00 Recorder of Deeds 13.00 Federal Express 30.00 Register of Wills - Pennsylvania Inheritance Tax Return 25.00 Mark Heckman - Appraisal 250.00 Abby Renfroe - Executrix expenDes Re ister of Wills - Final Account TOTAL (Also .nl.r an IIn. 9, R.capitulatian) 200.00 125.00 s 181.259.47 (If more 'pace II n..ded, In.ert additional sh.." of .ame size.) II...UlJUt 11"1 '*' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS COMMC)Nwr...\IH O' .INN"'......"'I... I"'HI'I'''''''CI ,.... .(tV!'" IUIOINIDICIOINI Ploa.o Print or Typo FILE NUMBER 21-95-465 ESTATE OF Sue Moyerman ITEM NUMBER 1. 2. 3. 4. 5. 6. 10. 11. 12. 13. 14. DESCRIPTION AMOUNT Beverly Lesher - Debt 735.00 Essis & Sons - Dill 2,698.00 696.42 Lawn care PAWC - Water 52.32 6.00 106.00 75.82 82.00 59.33 35.88 Hoyt . New York Times 5110 7. Dell Atlantic 8. UCI 9. PP&L Waste Management Door & Window Company . Dill 1,500.00 2,218.16 Real estate taxes United Jewish Community . Pledge Smulekoff Furniture Company.' Bill 3,500.00 1,636.32 TOTAL (Aho .nlor on IIn. 10, R.,opllula'ionl '" more spac. ,. n..d.d, ins." addifianal.hllts 0' sam. .iz..) $ 13,401.25 11...111)11.11"1 ESTATE OF ITEM NUMBER 1. 2. 3. 4. 5. ITEM NUMBER 1. . CO""""QtiW(A\IH Of "NN"l"'''~I''' INHIII1AHClI,u .nUIN '(lIDIH.OlerOINI SCHEDULE J BENEFICIARIES Sue Moye rma n FILE NUMBER 21-95-465 NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. TaMable aeque...: Gayle Sicchitano 818 Sycamore Circle Camp lIi11, PA 17011 None Residence at 818 Sycamore Circle + $50,000 + some househo ld items Moyerman Family Generation-Skipping Trust Eric Moyerman and Abby Renfroe, Trustees Trust $400,000.00 James A. Glazier South Bend, Indiana Nephew 121s share6 Alpha Development Company Eric Moyerman 22 Armin Lane Webster Groves, MO 63119 Abby Renfroe 15002 N. 46th Place Phoenix, AZ 85032 Son Is rcst, residue and remainder Daughter ~ res t. res iduc and remainder NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Cha,ltabl. and Governmental a.qu'llIl TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aha .nl.r on line 13. R.copitulotion) S (If mo,. 'pac. I, n..d.d, In,.,t additional ,h.." of ,am. lb.) f ---- Register of Wills of CUfIUIlIU.ANIl County, PennsylvanIa INVENTORY E,lul. of Run HO)!llrmon 110, 1995-00465 .1.., ~wn as Oul. 01 Ooo1h 6/9/95 .00<:111...<1 Socl.11 Socur~y 110. 017-28-0331 Erie "ovormn" and Abbv Ronfroo. P.rsonal R.pr.sonlallv.(I) 011110 obevo I!slal., docul.d, v.rlly Ihallh. lI.ml aw.orlng In Iho lollowlng Invonlcry ncludo all ollha palSonol auols wh.r.va, .lIualo and all of Iho ..01 ..101. In U" Commonw.o~h of Ponn.yhlanla 01 IBid Oocad.nl, Ihallha valuallon ploc.d oppo.llo ODch ~om 01 said Inv.nlory ,.pr...nl. lis f.I, valu. ... ol!ho dal. ollho O.c.d.nl'l doalh, and Ihal Oacadanl ownod no raal ..1010 oulsld. ollha Commonwoallh of Pann.yhllnla ne.pllhal which appaalS In a mamorandum allha Gnd ollhls Invonlory. I Nla v.rily !hallha .Iotamanl. mado In !hi. Invontory ora \rua and corract. Wla undarsland Ulalfal.. alalomonls horaln ora mada aubladlo tho panalllos 0118 PL C.S. Satllon.4904 ralallng 10 unaworn lolllllcallon 10 aUlhorlUu. . i~. Altornoy; Rnnn!,1 n ",,"nr, !'.'I,drn &. ~/':'t~ LO. No,; nQR% Ilrlc ;oI~u,an Addrosl: 1nn U R"rnn,t At. ~ I_ n nnv 1,1n DalliXJ C:J./5t1.r1- , lIorr1uburs, I'A 17108-0430 T al.phon.: (717) 236-11185 Ooserlpllon V.lu. Soo ottoohod uhuut Or," ~ ; ,r, (n :0 ;nln '(1 '0 ;. ~.~ " ~~ I ".J :,1. - ,-) :.:~U' L" 0 -. (Anach addillonal,haots II naeauary) Tolal: $ 6,131,006.64 /lOTE: Tho M.morD/ldom 01 r..1 ..lala OU\lIdo Illa Commonwoallll 01 P.nn,ylv.nl. may. allll. .I.c~on 01 Ill. porson&! "p'OIunlaaVV, Indudo VII vllluo ol..ch 110m, bUl ,uch roguroa should nol bG Oltoodod Into lho lOW of Ill. In....nlOty. f",,,,,rrH." r"p&Aod lIy ,,. r,MS"''';' 011 ~..odUcn IQllt I!:atat. of BU. Hoyerlllan No. 19115-004115 IRVIlII'1'ORY Real pronertv ftaaid.noe at 81B syoamore circle, Borough of camp Hill, cumberland county, ,anneylvan1a 1. 2. .1. 4. II. 6. 7. 8. II. 10. 11. 12. 13. 14. 15. 16. 17. 18. 111. 20. 21. 22. 23. 24. 25. 26. 27. Personal prODertv Merrill Lynoh Account '872-37452 211,000 aharaa PA Turnpike Comm. @113.939 7.111\ 12/01/09 Quaip ,709223FA4 211,000 aharea Twin valley PA SO @100.698 11.00\ 4/01/00 Quaip ,901766BYO 211,000 aharea Hanover Bora PA PB SO @102.095 11.10\ 3/01/00 Quaip .411148CK3 211,000 aharea Oreater Johnatown PA wtr @101.419 11.10\ 1/01/98 Qusip '392028005 50,000 aharea state pub sch AT PA Sch @100.669 11.111\ 8/15/01 Qusip ,857321VP5 20,000 sharea pennsylvania st @101.00 11.25\ 3/15/99 Qusip .709139CG2 34 eharea WHX corp. @11.125 Qusip .929248102 211 aharea oxford Tax Exempt FO LP 85 @512.00 Queip '691990014 20 aharea HL Hadia Partnere LP 86 @600.00 Queip ,55307J102 39 eharea WHX ccrp. WT 01 96 @5.00 Qusip '929248110 3,066 aharea Eaton Vancs Nat'l Huni Fd @9.93 Qusip ,27826Ll08 1,224.5720 sharas HL phosnix Fund cl A @12.46 Qusip '589906106 CBA Money Market FUnd @1.00 painswsbber Account 'NQ11050-02 10 eharea challenger International Ltd. @2.5315 371 shares coastal corp. Del @30.9375 400 shares General Electric Co. @56.25 75 ehares Houeton Industries @41.875 1,000 shares Public ssrvice Enterprises @28.625 100 aharea valero Ensrgy corp. @20.875 15,000 shares Interface, Inc. @0.98 08.000\ 9/15/13 20,000 sharss Bucks CNTY PA WTR.SWR @1.017 9.20\ Due 12/1/10 10,000 shares Oslaware co. PA AUTH UNIV @1.095 7.25\ 1/1/01 20,000 sharss Harrisburg PA WTR AUTH @1.1 6.45\ 8/15/09 15,000 sharss North Walss PA WTR AUTH WTR @1.0475 6.60\ 11/1/97 45,000 sharss PENN ST 2ND SER A KBIA @1.02 6.00\ 11/1/96 100,000 sharss PENNA. ST UNIV SER @1.025 9.25\ 9/1/08 25,000 Philadelphia PA GEN'L OBLIG @1.0875 8.125\ 8/1/17 ". ~ -.' $ 152,000.00 28,484.75 25,174.50 25,523.75 25,354.75 50,334.50 20,200.00 378.25 12,800.00 12,000.00 195.00 30,445.38 15,258.17 163,806.79 25.32 11,477.81 22,500.00 3,140.63 28,625.00 2,087.50 14,700.00 20,340.00 10,950.00 22,000.00 15,712.50 45,900.00 102,500.00 27,187.50 Estate of sue Moyerman No. 1995-00465 28. 29. 30. 31. 32. 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48. 49. SO. 51. 52. 53. 54. 55. 56. 57. 58. 59. 60. 61. 62. 63. 64. 65. 66. 67. 68. 69. 70. 71. 72. 50,000 25,000 87,000 10,000 cash Penna. ST TPK COHN TPK RV H @1.1275 7.2\ phila. PA HOSP , HGHR ED PAC @1.085 8.00\ west Msad '1'WP PA AUTH SAN SWR @0.95 4.2\ aharea Wyoming VY PA SANI AUTH SWR @l.02 12/1/05 7/1/13 8/1/04 9.20\ ll/15/10 painswebbsr Account fNQll049 10,125 shares Altron, Inc. @23 5,000 shares Avial1, Inc. NsW @8.3125 1,500 shares American oilfisld Divers, Inc. @6.1875 8,000 shares Anika Research @2.344 3,200 shares Bemis Co. @27.1875 3,800 shares Circuit city storss @29.4375 4,000 ahares caaeys General stores @16.5625 1,560 shares comsat corp Ser 1 @20 1,000 shares cliffs Drilling Co. pfd. CV Exch @27.125 200 shares corrpro companies @8.125 6,000 shares Detection systems @6.8125 5,500 shares Electromagnetic sciencss @13.75 11,000 shares poster L B co. cl A @4 2,000 shares Hannaford Bros. co. @26.625 3,500 shares International Shipholding @20.5 3,200 shares K-Tron International @6.25 2,835 shares LSI, Ind. @17.5 9,000 shares LXE, Inc. @13.25 1,600 shares Lumex, Inc. @11.5 3,000 shares Matrix ssrvice @3.75 4,000 shares Mark VII, Inc. @17.0625 2,000 shares Minnesota power' Light @26.6875 3,000 shares BE Aerospace @8.7655 6,000 shares Noble Drilling corp. @7.3125 1,000 sharss Noble Affiliates, Inc. @27.6875 1,500 shares Nuvsen PA Invt Qual Muni PO @15.875 1,500 sharss Northland cranberries, Inc. cl A @14.5 10,000 shares parlex corp. @10.9375 10,000 shares primesource corp. @8.25 5,000 shares KHI Titanium @4.5625 1,600 shares Rhsometrics scientific @1.5625 3,000 shares scisntific software @3.594 4,000 shares sun Energy ptnrs. LP DSp. ut @4.25 1,000 shares universal Hlth Rlty Inc. Tr. @16.4375 55,000 shares Kroger co. at 1.0325 8.5\ 6/15/03 50,000 shares Telxon corp. @0.96 7.5\ 6/1/12 35,000 shares Avon Grove @1.0125 6.75\ 9/1/04 25,000 ahares Dela co. PA HSp, RV crozer @1.1525 7.5\ 12/15/07 25,000 phila. PA wtr. swr. SR16 OID @1.135\ 7\ 8/1/21 25,000 shares PA IDA Book Entry @1.13 7\ 1/1/11 56,375.00 27,125.00 82,650.00 10,200.00 81,630.00 232,875.00 41,562.50 9,281.25 18,752.00 87,000.00 lll,862.50 66,250.00 31,200.00 27,125.00 1,625.00 40,875.00 75,625.00 44,000.00 53,250.00 71,750.00 20,000.00 49,612.50 ll9,250.00 18,400.00 ll,250.00 68,250.00 53,375.00 26,296.50 43,875.00 27,687.50 23,812.50 21,750.00 109,375.00 82,500.00 22,812.50 2,500.00 10,782.00 17,000.00 16,437.50 56,787.50 48,000.00 35,437.50 28,812.50 28,375.00 28,250.00 " B.tat. of SUB Moyerman No. 1995-00465 73. 74. 75. 76. 77. 78. 79. 80. 81. 82. 83. 84. 85. 86. 87. 88. 89. 90. 91. 92. 93. 94. 95. 96. 97. 98. 99. 100. 101. 102. 103. 104. 30,000 ahare. PA ST Tpke 10,000 .hare. PA ST H9hr 25,000 Phila. PA Arpt @1 Ca.h Rev. SR 86 @1.0675 7.875 12/1/15 Bd FAC unv @1.03 9.25' 7/1/08 6.2' 6/15/06 paineWebber Acccunt 'N011051-02 900 .hare. Bank of NY Co., Inc. @41.4375 2,250 ahare. Burr Brown @24.375 5,062 .hare. CUC International @26.625 5,000 .hare. De.tec Ener9Y @12.3125 300 .hare. Dow chemical @70.9375 400 .hare. Gannett Co. @54.375 1,200 .hare. Johnson' Johnson @66.1875 4,000 shares Lumex, Inc. @11.5 900 shares Merck' Co. @47.9375 500 shares Mor9an J P , Co. @70.25 600 shares Raytheon co. @76.625 6,000 share. Tetra Technolo9ies @12.25 8,000 ehares Zycad, Inc. @3.5315 7,000 shares CUC Int'l Inc. SU NT Conv. @4.49375 0.00' 6/6/96 40,000 shares PA ST HGHR BDL FAC MBIA @1.0075 6.9' Due 5/1/98 10,000 shares PA ST HGHR BDL FAC CG @1 6.9' Due 5/1/98 Cash Dain Bosworth Account 110 shares Ford Motor Company @29.625 4,400 shares Hon Industries, Ino. @27.250 10,000 shares Bden Prairie, MN MFH Rev Olympic RDG Call Midwest @103.816 7.5' Due 12/1/16 put 12/1/95 @100.00 15,000 shares Montana st Bcon Dsv Brd Econ Dev Rev Ref Bozeman Holiday Inn-B @104.179 8.5\ Due 12/1/97 60,000 shares pittsbur9h, PA GO OlD MBF 3/1/02 @119.462 9.125' Due 3/1/04 25,000 South Western SO, PA @106.006 6.3' Due 6/15/06 call 6/15/02 @100.00 20,000 University, TX General Tuition @106.467 8.125' Due S/15/02 Pre-refunded 8/15/96 @102.00 Honey Market Fund 12~ share. Alpha Development Company 19,707 shares smulekoff Furniture company, Inc. 2,331 .hare. Smulekoff Investment Company ___-."'-'"--'.."".f.,_~J,~.\,..._,...\~.,'" 32,025.00 10,300.00 25,000.00 214,855.47 37,293.75 54,843.75 134,775.75 61,562.50 21,281.25 21,750.00 79,425.00 46,000.00 43,143.75 35,125.00 45,975.00 73,500.00 28,252.00 31,456.00 40,300.00 10,000.00 149,702.96 3,258.75 119,900.00 10,381.60 15,626.85 71,677 .20 26,501.50 21,293.40 125,558.82 25,750.00 157,656.00 829,789.00 I I j I I I . . I I , I " I f fOlD.... I I I I , I I I I I I I I I i I I , I h , , I , .. .. ~_4 ... _.. --- ~~..'- - _. .'- ----- . --' -- -- .- .... --. .-"!" ,"'- ;....."... ",' ._....... __',:,'< ,..... _:;,'! :... .:,..- _-,-'i"-;':.'\:- .. -,' 1I:~~'A:P/':;1i'1"2~a2;,~~MMON=:r~::~::'~:YLVANIA .......... '.. ,,' ,.O"ICI~L _III'T:. PINNSYLVANIA INHIRITANCIAND ISTATITAX .,. RECEIVED FROM. D ACN ASSESSMENT I!' CONTROL iii NUMBER AMOUNT BUTLER RONALD D ESQ 300 N SECOND ST POBOX 430 HARRISBURG, PA 17108 101 .10b,100.B9 ,otDHUr ESTATE INFORMATION. !:II FILE NUMBER ~ 21-1995-04b5 SSN 017-2e-0331 !:II NAME OF DECEDENT (lAST] IFIRST] IMII ~ MOVERMAN SUE II DATE OF PAYMENT EI POSTMARK COUNTY CUMBERLAND DATE OF DEATH m TOTAL AMOUNT PAID S10b.l00.89 VZ REMARKS ERIC MOVERMAN,ABBV RENFROE C/O RONALD BUTLER ESQUIRE CHECK" 1011 C RECEIVED BV . l ' " I .' / (I' - MARV C. LE IS < ?//'.J,dr'l<y REGISTER OF WILLS , SEAL REGISTER OF WILLS - - - -..- -- - - -- -- - --- -- -_.- ~-- -- ~._. --- ....- - -- - - - .-- -- -,- - .-'- --:---:- -.- ..~, -.- n . ~ ,t " "'~' ..' . '.. . " :" ;, ' " ... .- . , f , " I . '.- __,A -- . -;--_----:-:........--.....J-l _ _ ~ ~:~.- \ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Sue Noyermon Date of Deathl June 9, 1995 Will No. 465 of 1995 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court :Rules was served on or mailed to the (ollowing beneficiaries of the above-captioned estate on June 21, 1995 I Name Address Gayle Sicchitano James A. Glazier Eric Noyerman 818 Sycamore Circle, Camp Hill, PA 17011 1649 Portage Avenue, South Bend, Indiona 4bblb 22 Armin Lone, Webster Groves, NO 63119 Abby Renfroe 15002 N. 46th Place, Phoenix, AZ 85032 Eric Noyerman and Abby Renfroe 22 Armin Lone, Webster Groves, MO ss Trustees of the Noyermon 15002 N. 46th Place, Phoenix, AZ Family Beneration-Skipping Trust Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None bJ1l9 85032 Datel June 21, 1995 //7tl !lk( Sighature Name Ronald D. Butler Addres300 N. Second St., P.O. Box 430 Harrisburg, PA 17108 Telephone (717) 236-1485 Capacity: Personal Representative Counsel for personal representative x .. ~. ~_. - ~ .-. .u, ,._' --. - _.,- .--- -~_.- ..- - .--.-- ......-._--- --, .._~....._..._.__...~.. .-----.- ,';;;>~,},j:',~::::_f _ ._:/;" _,1~,"-)t~~_;T;)'~":~H:~'';;;::\:~'';---'':V ,:~'-'-r-;" ,-:,':' :',' D'~'#j'{,1\(~~.~,~,1~~.f~~~N:~~:!~:~:VLVANI,*- 'UV:I.otd'.- ..'; OfP\CiAUICIIP1' II pENNSYLVANIA INHIRITANCI AND ISTATITAX I ACN ~ ASSESSMENT II CONTROL NUMBER . m AMOUNT RECEIVED FROM. BUTLER RONALD D E5Q 300 N SECOND 5T POBOX 430 HARRISBURG, PA 17108 eOl .100,000.00 ESTATE INfORMATION. m fiLE NUMBER Ii el-199\5-0465 eI NAME Of DECEDENT (LAST) Ia MOVERMAN SUE ., DATE Of PAYMENT iii 11/18/96 m POSTMARK DATE COUNTY SSN 017-eB-0331 (fiRST) (Mil CUMBERLAND DATE Of DEATH 06/09/90:; REMARKS m TOTAL AMOUNT PAID .100,000.00 VZ ABBV LYNN RENFOE ERIC MOVERMAN CHECK" 1028 (" ' ( / ,', /) ,-' I' ,,,/ RECEIVED BY 'j/(i/ht. '_ ,:,.i(i'" .:!., ,', I /'-' SIONAJUAE 1/' 11 /- MAR V C. LE~H S ';'- " .J /;l'i REGISTER OF WILLS .-' SEAL * THIS RECEIPT IS REPLACING RECEIPT AA 146950 REGISTER OF WI LLS ~~-~------------------------~--~ "olt, -." . 'I' , . . . . .' .... .') , f , ~ . .-...& r~ " -;--:-.---~..-..---. - - - ~"'q ......- .r .... ~_ -.... -, '. . __ _,"__ - _.__, ~ ._ __.n ___~_ ___ __._____~ _~._ _~. .._, ,._ _ _.._ __ ~_ ~... ~_ __..__ _._. ....~_ ..__ _'... .__...._._.. ~_~-O___ / '* 1 ,," 'AA':",,:i'1';46'9'5'"O' 'CO,MMONWEAI::r HOP PENNSYLVANIA NO. " , . . '. . " DI'AIlIMIHT O. .IVINUI :. .".:........,...: '.-.....,."..".,'\::..,;,.".',...';..;.,:>,'...<>:: ,',>:,. ,'"..<...,"., ....,~.;~' '. , :,;omcIALRlcEIPT. PINNSYLVANIAINHIRITANclANDmATETAx RECEIVED FROM. & ACN ASSESSMENT I!' CONTROL IilI NUMBER AMOUNT 1 ,I t I RONALD P BUTLER ESQUIRE 300 N SECOND STREET POBOX 1.30 HARRISBURG, PA cuI alUU,VuU.UU lotOHII' . ,-IOtOHflf ! ESTATE INFORMATION, I!:'I FilE NUMBER \ Y -1996-046~ I!:'I NAME OF DECEDENT ~ MCPHER II DATE OF PAYMENT m POSTMARK DATE COUNTY SSN eoo (FIRST) E SR CUMBERLAND DATE OF DEATH " J 03 REMARKS m TOTAL AMOUNT PAID $100,000.00 VZ ABBY LYNN RENFOE & ERIC MOYERMAN SEAL CHECKlI loes nlls RECEIPT IS REPLACED WITH M RECEIVED BY SIGNATURe 146951 MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS _ .__._ ,___ .~.'__ _ _ __ _ _ _ __,~ _ __ ~_ ___ ____ _ --. _ _.~ ~'- -:-- - __-r-::--,. "'It, .. .... ; , "'. .. . . .' ,.., .~ , / f ,. . ..-- ~ -- " -;--~._-_-:-_---....~ I _ _ -. .....:. G /,j-: 1/(::1 - / BUREAU OF INDIVIDUAL TAMES INHERITANCE TAlC DIVl&IDH PEP'. :101>>01 HARRISBURG, PA 171'a~0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN - .u....u,,, nl.1I1 RONALD D BUTLER 300 N 2ND ST PD BOX 430 HBG ESQ 03-01-1999 MOVERMAN 06-09-1995 21 95-0465 CUMBERLAND 201 A.aunt R..ltt.d SUE I"~ ,.. ,. ...l.., PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 HOTE~ To jn.u~ proper credit to your .ccount, sub.it the upper portion of this fD~ with your t.x p.y..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES .... RiEli:4~-EX--AFP--io3~-97j-----.-i-Nicificif-oF--PETifRHIiiATIO-N-Aiip-AiisEsiiHENif---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF MOYERMAN SUE FILE NO.21 95-0465 ESTATE TAX DETERMINATION ACN 201 DATE 03-01-1999 1. Credit For State Death Taxes as Verified 570.808,03 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 402.659,87 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 402.659,87 5. Pennsylvania Estate Tax Due 168 .148 ,16 TAX CREDITS: PAYMENT DATE 11-18-1996 DISCOUNT (+) INTEREST/PEN PAID (-) 10,549.28- AMOUNT PAID RECEIPT NUMBER AA146951 100,000.00 _IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 89,450.72 BALANCE OF TAX DUE 78,697.44 INTEREST AND PEN. 16,053.25 TOTAL DUE 94,750.69 (IF TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I INTEREST IS CHARGED THROUGH 03-09-1999 AT THE RATES APPLICABLE AS OUTLINED ON REVERSE SIDE OF THIS FORM.- THE ..-", NOTICE. To fu1fUl the requlr..."b of Section 2145 Ib) of the Inherlt8nM ~ Est.t. 'ax Aot, Act ZI of 1995. (72 P.S. s.oUon '145). PA'tfIDfTI DetltCh the top portJon af thl. HotJ~ .net aue.1t with your p.~t to the R-elltll'" of w11l1 print" on tIMI revll,." aldli. n "__ c:heck 01'" MKWW order p.w"da tal REGISTER OF MILLS, AGENT. RUUND ICR)I A ,..fund of . tax credit -.y e.. r~d" by COIIPlaUna M "ApplicaUon for Aefund of p.1f'Ilylvenla Inherit..,. .-1d Eltat, ,.... (REV"I,lS). AppU~tlon. .... ...,.Ullbla .t the Office 0' the Reabta.. of YUla, IlftY of the 23 R........... Distrlot D,flC81 0,. frw the Dep8l"'tMnt'. Zlt"hour .......rlng ..nllel ,.,.,.rs for 10,... order.nlU In Penn.ylv~l. l"100-36Z-Z050, outlldli Pennlylvnnla Bnd within local HarrisbUrg ..... (717) 7.7-1094, TOO' 1117> nZ"ZZ5% murine h."slred Only). OIJECTIONSI Any party In Int.red not ",,,Uiad with the ........"t of tax .1 IhcM1 on this noUc. ..y obj.ot within ,Ixty 16DJ d.YI of r~lpt of thl. Hotle. byl ..."ritten prot.,t to thtI Pol Depart...,t of Rav...., Ioerd of Appe..., Dept. 281021, HII..rlabUr1h PI. 171Z.8-10Z1. OR --.lecUng to hlI.... the ..tt.r deh,..h~ at IIUCIlt of ttM personal rwpr..__t.U..... OR --eppell1 to the Drphan.' Court. ADttIH- ISTRAT1VE CDRRECTIDHSI FMtue1 .rror. dlaca....rlld on thla ........,..t ahoUld tM MSdr..Hd ln wriUng tOl PI. DepartHl'lt of A.v....., au,.... of Indl...ldUal tIIx.., ATTNI Po.t ........,t R....l... Unlt, Dept. ZI0601, twrrlsburg, PI. 17128-0601. Phone (7171 787-6505. See page 5 of the bookl.t -In.tructlons for Inheritanc. 'ax R.turn for a R..l~t OecedIlnr (REV~1501) for __ .xpleNIUon of edIllnl.trat1....lY corr.ctabl. .rran. PEMAlTVI The 1~ tax ....ty non~part1clp.t1on penalty la cDllPUtlld on the total of the to .-KI lnt.r..t a.....-d' end not pald tMfo~ ......ry la, 1996, the fint dIIy aft.r the end af the tax .-w.ty period. Thla non-p.rticip.tion penal\)' b appnlabl. ln the .... ~r and In the the ... U.. .,.,.Iod .. )IOU tfQUld .pp..1 the taM end interest th8t has bMn ......ed .. Indlc.ted on thb notic.. IHTEREST. For ~te. af death on or .ft.,. 10~5~91, Pennlylvanl. E.tat. 'ax b..ed on tha F.d.,..1 E.tat. '.x ,..tum bee... d.lInquent at the .lIplrnUon of nine (09) INJflths frCMI the dIIh of d.ath. For dat.. of death p,.lor to ID~3-91, P.nn.ylvanla Estat. Tax b...d on the F.d.ral E.tat. TaM r.tu~ tHtcOM' delinquent at the .xplration of .lgtttHfl nl) ""thl frCMI the data of d.ath. T.x.. Whlch bee... delinquent befar. January 1, 1982 bI.r Int.r..t at the rete of .1M "X) p.rcent p.,. antMJ8 calculated .t . ~l1y rete of .000164. All tu.. which ble... delinquent on 0" .ft.r J....ry 1, 1982 will bear int.,..st at a r.t. which ..Ill ....,.y frOll c.lendll,. y..r to calendar y..,. ..lth th.t ,.at. announciad by the PA o.p.,.t.."t of R........... The applicable inter..t rat.. for 1982 th,.ough 1999 are. V..,. Jnt.r..t R.t. D.l1y Jnt.r..t F~tar y..,. Int.,...t R.t. Dally Int.r..t Facto,. 191Z zn: .000548 1983 16% .OD04:Y 19M llX .000501 19&5 1S% .000556 1986 lOX .ODOZ74 1987 9X .000247 --tnt.,...t i. ~Iculatad .. follow.. IItTIlIlEllT D BALANCE OF TAX UNPAID 19&a-1991 llX 1992 'IX 1995-19'" n 1995-1998 'IX 1999 7X .DDOSOl .0002"" .000192 .DOD247 .oa0192 X NU"BER OF DAYS DELINqUENT X DAILY INTEREST FACTOR -"Any Notice I..ued .ft.r u,. t.x bI~. del1rKPo*'t ..Ill ,..fl.ct .. Int.,...t e.lculaUon to flU.." UsI days tMyond ttMt dIIt. of U. .....lMnt. If P.tMf1t h ... .ft.,. the lnt.r." coaputaUon date shown on the Notice, additional Int.,...t .u.t ~ cnlcul.tad. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. UDftOI HARRISBURG, PA 17128.0601 NOTICE OF INHERITANCE TAX APPRAISE"ENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESS"ENT OF TAX RONALD D BUTLER 300 N 2ND ST PO BOX 430 HBG DATE ESTATE OF DATE OF DEATH FILE NUHBER 'COUNTY ACN 03-01-1999 MoYERMAN 06-09-1995 21 95-0465 CUMBERLAND 101 AMount R..ltted ESQ " ,. PA 17108 (', * MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... iifY-:isW-iX-Aiip--ro'9-:9'iriirificE--oi'-YfiHEifii'ANCE-YAX-APPRAisEiiiii'i"-,--AF-5iiANCrOR'----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT 0.- TAX ESTATE OF HOVERMAN SUE FILE NO. 21 95-0465 ACN 101 DATE 03-01-1999 TAX RETURN WAS, I ACCEPTED AS FILED ( XI CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Eat.t. (Schedule Al 2. Stack. ond Bond. ISchedul. BI 3. Clo..ly "-ld Stock/P.rt~rship Int.r..t (Schedule C) 4. Hortpgea/Not.. Receivable l$cMdul. DJ S. CaahlBank Deposita/Hi.c. Parsonal Property (Schedule E) 6. Jointly Ownod Proporty ISchodul. FI 7. T~.f.r. (Schedul. GJ 8. Total A...t. APPROVED DEDUCTIONS AND EXEMPTIONS: 181,259.47 9. Funeral E)(pW'lHa/AdII. Coats/Hisc. Expen... (Schedul. HI (9) 10. I18bb/ltortg.... Li8biHU../Lhns (Sch.dul. II 1101 13,401. 25 11. Tot.l o.ductlons (11) 12. Net Value of Tax R.tu~ (12) 13. Charltabl./GoY.~nt.l 8aqu8st.J Non-elected 9113 Trust. (Schedul. J) (13) 14. ...t Value of E.tat. Subject to Tax (14) NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures ~ha~ include the total of ALL re~urns assessad ~o date. ASSESSMENT OF TAX: 15. Aaount of Line 14 .t Spou.al rat. (15) 16. Aaount of Line 14 taxable at lineal/Cl... A rat. (16) 17. ~ount of Line 14 taxabla .t Coll.taral/Cl... Brat. (17) 18. Principal Tax Due III 121 131 141 151 (61 (71 152.000,00 4.483.814.15 1.798.986.00 .00 182 .649,49 ,00 150.000,00 181 .00 X .00. 6.325.678.92 X .06. 247,110.00 X .1S. IIBI TAX CREDITS: PAY"ENT DATE 09-08-1995 06-11-1996 RECEIPT HUItllER AA082118 AA112922 DISCOUIlT 1+1 INTEREST/PEN PAID (-I 13,947.37 3,196.19- AIlOUHT PAID 265.000.00 106,100.89 INTEREST IS CHARGED THROUGH 03-16-1999 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORH TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 1".IIt'II ". 1I.-n. SUE NOTE, To in.ura p~r erecti t to your account, ......U t... _r portion of this fa.... with your tax pa~t. 6.767.449.64 194,660 7? 6.572.788.92 .00 6.572.788.92 ,DO 379.540.74 37,066.50 416.607.24 3B1,852.07 34,755.17 8,509.84 43,265.01 IF TOTAL DUE IS LESS THAN II. NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS. I \ t "'" RESOVATJOt.. Est.t.. of decedent, dying on Dr Mifor. O'C....r 12, .982 ... if In)' future lnt.n.t 1n tt. ..tat. 11 trlln".rred In po.....lon or IInJo~t to CI... I (collat.r.l) ~flcl.rl.. of the decadent .,t.t the expiration of MY ....t. for 11'. or for ,.eta, the ~lth her~y Ixpr..,ly r...tv.. the right to ~r.l.. ~ ...... 'tlnlf.t Inherlt~ t.... at the l,,'ul el... . (collat.r.l) t.t. an en)' such future 1nt.t..t. PIJlPOS[ .. tllTla;1 To fulfill the rec,.llr......t. of Section ZlU of the lnherlt..-.ca .m Elt.t. lax Act, Act 21 of 1995. 172 P.I. Section 9140). PAYIIEH'1I Detach the top portion of thi, NoUel ..t .ut.lt with your Plpent to thll Ragis..r of wllh prlnt.d on the t.v.r.. .Ide. --..... chKk or ~y order ~y_l. tal REGISTER OF MILLS, AaEH1' REFUND (CRh A r.fund of . tax credit, which .... not rltqUeltMf on the ,.. R.turn, Dr N r~.ted by cu.plaUna WI -Appl1~tlon for R.fund 0' Pennsv.v.,J. Jnherltenc. .nd Eltat. Tlx. (REV-I'l)). ApplIcation. .t. .v.ll~l. at the Offlc' of ~ Regllt.r of Willi, soy of the Z3 R.venue DI.trlct Offic.., or by c.1ling the .pse... 24-hour soswsrlng ..rvlc. ~rl for for.. ordsrlngl In Psnn.ylvsol. 1-800-$62-2050, out,lds Pennlylvanla end within local HarrisbUrg '1"''' (717) 717-1094, TOOt (717) 772-2252 (Hearing l~.lred Dnlyl_ OIJECTlDHSI IJw P8l"'ty In Int.r..t not ..U.U.cI '11th the sppr.ls....,t, allowMC' or dls.lIOWMCI of IMlductlon" or .........t of t.. (InclUding dl.count or int.r..tl .. shown on thl. Notlc. .u.t object within .IMty (601 dey. of rec.lpt 0' this Hotl~ bYI --written prot..t to the Pi Dep.rt..nt of A.venue, Bo.rd of Appe.l., Dept. 211021, Harrisburg, PA 17121-1021, OR --.Iectlon to hsve the ..tt.r dst.ralned .t Mldlt of the account of U. PSI"'IONI repre.ent.tiv., OR --SiPPMI to the orphM.. Court. ADMIN ISTAATlVE CORRECTIDHSl 'Mltual '1"'1"'01"'1 dlscov.red on this .........,t shoUld be addr..sed In wrltlna tal PA Dep.rt..,t of Rsv.nus, lur..u of Indlvl~1 T...., ATTNI Po.t A.....-.nt A.vlew Unit, Dept. 210601, l~rrllbUra, PA 17121-0601 Phone (717) 717-6505. Sa. psoe 5 of the bookl.t ~ln.truetlon. for J~rltanc' 1.. A.turn for a R..ldent Decadant~ (REY-ISOl) for en 'KPIsnatlon of .aalnl.tratlvlly corr.ctabll '1"'1"'01"'1. If SOY taM due I. paid within thr.. (~) calandar ~th. .ftar thl IMIcadent', delth, . flv. pareant (6XI dl.count of tha ta. paid Is .llowacl. The 15% t.. aaoalty non-p.rtlclp.tlon ~lty I. coaput.d on the tot.1 of the t.M ~ Int.r.,t ......ad, ~ not paid before J~ry 18, 1996, the flr.t day .ftar the and of the t.. ~,ty p.rlod. lhl, non"p.rtlclpatlon panIIlty Is ~.Iabl. In thl ..a alfV\llr end In the the .... tla. Plrlod II you would app..1 thl t.. ~ Int.r..t thllt he. bean ......Id a. IndlcatlMl on this notlc.. DISCOUNT I PENALTY I INTEREST I Int.r..t I. charged beGinning '11th flr.t dey of IMIllnquancy, or nine (9) aooth. 8nd one (11 dey froa the dati of death, to the det. of p.~t. T.... Which blc... delinquent blfor. Jsnuary I, 1982 bill'" Int.r..t at thl r.t. of .IK (ftX) parcent psI'" ...... calcul.ted .t . dally rat. of .0OOI~. All t.... which bee.. dellnquent on IInd 1ftII"' January 1, 1982 will baar Int.r..t at . rat. which will v.ry fru. c.lend.r y..r to cllandlr Y.lr with that r.t. ~ by the PA Depart..nt of A.vlnUl. The appllcabl. Intlra.t rat.. for 1912 through 1999 11"'.1 !.!!! Int.r..t A.t. Dilly Int.r..t FltCtol"' !!!! Int.ra.t Aat. 0.11'1 Int.r..t Feetal"' 1912 ... _000S41 1911-1991 II' _ nosOl 19&3 ,.. _0001,38 ,... .. .000247 19M II' _000301 I 99~-I994 n .000192 1915 U. .00OSS6 1995-1991 .. .000'47 19.. 10' .000l1-' '999 n .000192 1917 .. _0002-'7 --Int.r..t I. calculated a. follow.. INTEREST a BALANCE OF TAll UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTERCST FACTOR ._Any Notle. I..uad aft.r the tlX beeoae. delinquent will rafltet an Int.r..t c.lculltlon to flft.an (151 day. beyond the d.t. of tha ........"t. If paYMnt .. .ads .ft.r tM Inter..t coaput.t1on dat. .hown on the Hotlc., additional Int.ra.t au.t be calculated. Itl\l-UMll....I\ "k INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEAlTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OEPT.lOOOOI RIRP7S. DECEDENrS NAME FILE NUMBER Sue Moyerman 21 95-0465 101 REVIEWED BY ACN Ludwig Stelgler SCHEDULE ITEM NO. EXPLANATION OF CHANGES B 102 Item added: Accrued Dividends Merrill Lynch acct.. $2,243 B 103 Item added: Accrued Dividends Circuit City. $95 B 104 Item added: Accrued Dividends Daln Bosworth acct.. $2,376 B 105 Item added: 50th St. Corp, . $9,591 C 1 Alpha Development Co. adjusted to $45,110 C 2 Smulekoff Furniture Co" Inc. adjusted to $568,723 C 4 BCR Company adjusted to $50,177 E 4 Household furnishings and contents adjusted to $40,000 ROW paas 1 j . -j! ..;-J; . , ;j . -.d ,I,O/'!t' ':>n! '~ I .i ,)1 I ( ,I , I i , i I'IJIIPOU OF NDTJCf.1 PAYtEHT. AEnIfD (CAI I To fulfill the requlr..-nt. of s.otlon 1145 lb) of the Inn.rlt.ncl ~ Eat_t. Tax Act, Aat 21 of 1995. C7Z P.S. s.otlan 91411. IMtltCh the top portion of this NoUe. MIl .w.lt with your PIYMl'It to the Reallt., of UUh prlnt.d on the r.v.n. .Ide. .... ..... cMck or -v order pav_le tal REGISTER OF MILLS, ACJEHT. A nfWMI of . t.1C cr~1t ..y .. r.....tect by cOIIpl.Ung WI "AppUc.Uon for A.fund of P.,...vlv.,da Inherlt~. .nd Elt.t. Tax" (REY-1SIS). Application. .r. av.ll.bla at the Dfflc. of the Real.t.r of Will., .,v of the Z3 Ravenue Distrlot Office. or 'rOIl thli Dep'l"'t..nt". ztt-hour ....we,1"11 ..rvlel nuIltMr. for fa.... orderlngl In Penn.ylv.,J. 1"100-)62-2050, out.lde Penn.ylvWll. end within locII HarrlabUrg .r.. (717) 717"1094, TDDI (717) 77Z-ZZSZ ("-.rlng 1~.lred Only). DIJIECTlOHSI Any partv In In..,...t not ..thUed with tM ........... of tax II ahown on this noUc. ..v objaot ..lthln ai_tv (601 dava of r~.lpt of thla Hotle. bya -......ltt~ p..at..t to tM PA o.p.rt...,t of R.v....., Ballrd of App..h, ~pt. 281021, .....risburg, PA 171n-1021, OR --.I.eUng to hIlv. tM ..thr ct.t....1Md at MJdlt of thl! personal rapr...ntatlv., OR --~I to the O..phana' Court ADHIH- ISTRATlYE CORRECTIONS I PENALTVa INTEREST a F.otUll1 .....or. diseav.r.d an this ........"t .hould ba addr...ad In writing tal PA IMp.rt...,t of R.v.,..., Bur.au of Indlvlau.1 T.x.., ATTN' Pa.t A.....aent R.vl... unit, Dept. ,aD601, .....rllburg, PA 171'1-0601, Phana (7171 717-6505. s.. page 5 of the bookl.t wln.truatlon. far Inherltanc. T.x R.tum for . R..I~t DecadantW (REV.ISOII fa.. an .xplanatlon of adalnl.tr.tlv.ly ea..r.ctlbl. .rrar.. The 15X tax .-na.tv non.partlolpatlon ~.lty la coaputad on the tot.l of the t.x and Int.r..t ......ad, and not p.ld before Jenu.rv II, 1996, the fl...t d.y .ft.r the end of the t.x .-na.tv p.rlad. Thl. nan.p.rtlolp.tlan penalty It ~.Ilbl. In the .... larwNr and In the the .... tI.. parlod .. you would ."..1 the hx and lnt.r..t th.t hIl. baan ......ed a. Indle.htd on this notlc.. Additional pann.vlvenl. E.t.t. Tax ......ed .. . r..u1t of . chenga on the Fader.1 E.t.t. T.x olo.lng I.tt.r baCH" d.lInquent .t the .xplr.tlon 0' ana (l I aooth 'r_ the data the fln.l notlc. of the 1nor.... In Fadar.l Eat.t. T.x I. rae.lved. Tax.a which baa.. dellnquent bafor. Januarv 1, 1982 be.r Int.r..t .t thl! r.ta of .Ix (6XI percant per ..... c.lcul.ted .t . "'Uv nt. of .010164. All ta.a. tfhlch baG.. delinquent on or .fhr Jenuarli' 1, 1982 ..U1 baar Int.....t .t . r.ta which ..UI v.rli' fr_ c.IMMNt.. Y.llr to uland.r v.... with thllt nt. ..-.ounced by the PA u.p.rtaant 0' R.v~. The ~llcebl. Int.r..t r.t.. fa.. 19a2 through 1'99 .r'l !!!! Int.r.at R.t. O.lly Int.....t Facto.. ~ Int.r..t R.t. D.Uy Int.....t F.otor 1912 ..X .000541 1'11.1991 lIX .001SOl 1913 161 .DDoua .99. 'X .OOOZ.7 I'" lIX .00OSOl 1993-1994 n .00019Z 1'85 In . OOOS~ 1995-1"1 'X .000Z.7 1'86 10X .000274 1999 n .00019Z 1917 'X .oonu --Int.....t la c.lculated .. 'ollow., IHTERE8T . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotle. 1..UId .,t.r the t.x bac~. delinquent will r.'lact an Int.....t calcul.tlon to fifteen (15) day. bayond thl! d.t. of the .....aunt. If p.YMnt II aada .ft... thl! lnt.ra.t CQllPUt.tlon d.t. IIhotM an the Hotlo., addltl0n81 lnt.....t lU.t ba c.lcul.ted. BUTLER LAw FIRM A1TO~NEn AT LA'" RONALD D. BUTLER JANA c. IUTLER DI:NJAMIH J. BUTLER 100 HOR'" WII'D "RlIt ,""un" nOD" HA~~I~IUIlC. PENN~TLVANIA 17101 17171238'1485 FAX 17I71 238.7777 "IllIU.II..,.".lll.U"Ia'llftm,ol1ll NAILING ACORUlt '0" or,ICI: 101 1004 HARRISlURC, PENN~TLVANIA 17108.1004 April 13. 1999 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of Sue Moyennan No, 21 95-0465 Gentlemcn: I havc cnclosed a copy of an Inheritance Tax Statement of Account for the Estate of Sue Moyennan. I have also enclosed a check from the Estate of Sue Moyennan in the amount of $43,265.01. Please mail the receipt to me in the enclosed self-addressed stamped envelope. Your allention to this mailer is appreciated, Very truly yours. /l//JA A s~- tJUd!~ '. ~l~ ... :r.l : ;~J f~; Ronald D. Butler , \~t ,e, ROB/elf Enclosures .... J>> ~ ,', ..~. t.':' , 0'1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAlC PIVISION D[PT. zaD60} ItARAISaUIlG, PA 17ue.0601 NOTICE OF INtlERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN RONALD D BUTLER 300 N 2ND ST PO BOX 430 HBG ESQ PA 17108 - 11'.111'" ", u.." , 03-01-1999 MOVERMAN SUE 06-09-1995 21 95-0465 CUMBERLAND 10~ , . A.ount R..ltt.d ~ MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUM8ERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ R'EV=i5'4Y-Ex-AFpU[o'9=97riiiif'icE--OF-YtiHEifiTAiicinA'inippii7miEiiiiir-;--ALUiwANCE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX SUE FILE NO. 21 95-0465 ACN 101 TAX RETURN WAS, ) ACCEPTED AS FILED ( X) CtlANGED SEE APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral expenses/Ada. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortg.g. Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Hat Value of Tax Return 13. Ch.rlt.bl./GoYern~.ntal Bequest.; Non-olected 9113 Trusts (Schedulo J) 14. Nat Value of Est.te Subject to Tax ESTATE OF MOVERMAN RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estat. (Schedule Al 2. stocks and Bonda <<Schedule BJ 3. Closely Hald stock/Partnership Int.r.at (Schedul. C) 4. Hartg.ges/Hotes Receivable (Schedule D) 5. Cash/Sank Deposits/Hisc. Personal Property ISchedule E) 6. Jointly Owned Property ISchedule f) 7. Transfers ISchedule G) 8. Total Assets NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ~ ASSESSMENT OF TAX: IS. Amount of Line 14 at Spousal ~Dt. (15) 16. Amount of Lin. 14 taxable at Lineal/Class A ~.te (16) 17. Amount of Line 14 taxable at Collateral/Class B rata (17) 18. Principal Tax Due TAX CREDITS: PAYHENT DATE 09-08-1995 06-11-1996 RECEIPT NUHBER AA082118 AA1l2922 DISCOUNT (+) INTEREST/PEN PAID (-) 13,947.37 3.196.19- INTEREST IS CHARGED THROUGH 03-16-1999 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (1) (2) (3) (4) (5) (6) (7) 152.000.00 4.483.814,15 1.798.986,00 ,DO 182.649.49 ,00 150.000.00 (81 DATE 03-01-1999 ATTACHED NOTICE NOTEI To insure p~op.r credit to your account, sub.it the upper portion of this forn with your tax pay.ent. 6.767.449,64 lQ~.~~n 7? 6.572.788.92 ,DO 6.572.788.92 U2) (13) (14) 14, 15 and/or 16, 17 and 18 returns assessed to date. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"' (CR). YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,) (91 (10) 181, 259.47 13.401.25 Ill) ,00 X .00= 6.325.678.92 X .06= 247.110,00 x.15= (18) AHOUNT PAID 265.000.00 106.100,89 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE will .00 379,540,74 37.066.50 416.607.24 381,852.07 34,755.17 8.509.84 43,265,01 " .< '-""'1J: , , I ~ ~ ;; I I .... \< 19:~ I ij,~; 1 J t(I/''') ~ +, " ,.., !II ,. , 'I .., . .f-/".~ r:J f , ',,~.,;t'O !, I I' " v, . c::" i . 0,1':) .~ OV\II' t ~.. I......, , , , j \i j , I , ! I I . , , I I I ~ a:: it E ;S e St ~ ~ .:l8i ~ ~ ~ ~~ : ::l ~ l'Q c ~ ~ :z: '" . ::i ~.~ , :z: fi~ qJ ::> .. ~ .. .. '" :I: ...C'{~- .., ,,-.........-. .-.-" () VI " .0 ..J:; 1: " 8~ o 6-ff1 rnEtlJC5 =: 0 ~ ,..... :;: Li ~ -",,0<( 'oa'Ec.. Lo i::::S " Bt:..IO.,S:! CI)..c: L. ':I) 'Oil Ct) ':: aJ ::s c: ~ o:uou IlL 'II'!"" ..;: -~,-. . .',.. -~. .... . g!l'l~} " -;l~l rJ'J. ~ - - 1 - - ~ = - - - ,- - - - - I ! , II .. N I- ll) , l'I . (f' y ~ '" '" x '. ~ ,1;.' '" I T . .. ; lI) . ~. ~ ,.. " "',;" .. I " , I . .' , I' .. '.l :' ,"" ':l'" ~'- . :l- -., v " ~ . r '''l..'<.f' ,', .. " ..~ , l J -, v. ; . . ~, , . " r~ .....J_I to. - 1"'-,- , , --,........--.. r>--- BUREAU OF INDIVIDUAL TAXES INHERitANCE tAX DIVISION D[pr. zaO"l fwtRlSllItO, PA 17ua.DbDl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE 03-08-1999 ESTATE OF MOYERMAN DATE OF DEATH 06.09-1995~ FILE NUM~R 21 95-0465 J COUNTY ---_"'CIIH"ffi'=AHD----' ACN 202 SUE * .n.,.,II '" III.tll RONALD 0 BUTLER 300 N 2ND ST PO BOX 430 HBG ESQ i.,1 PA 1:7108 Allount R..Ht.d MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTE. To In.ur. proper credit to your account, sub.lt the Upper portion of thla for.. with your taM p.y...nt. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ~ RifV=736--EX-jiFP--C03:;97j-----ii.-No-ficE--oF--oETifRHIiiAiIo-N-Aiio-As-sESS-HEN;r---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER MM ESTATE OF MOYERMAN SUE FILE NO.21 95-0465 ESTATE TAX DETERMINATION ACN 202 DATE 03-08-1999 1. Credit For Stata Daath Taxes as Verified 622.983.00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 402.659,87 3. Inharitance Tax Assassed by Other States or Territories of tha United States (Excluding Discount and/or Interast) .00 4. Total Inharitance Tax Assessed 402,659,87 220.323,13 5. Pennsylvania Estate Tax Due 6. Amount of Pennsylvania Estata Tax Praviously Assessed Based on rederal Estate Tax Return 168.148,16 7. Additional Pennsylvania Estate Tax Due 52.174.97 TAX CREDITS I PAYMENT DATE RECEIPT NUM8ER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID INTEREST IS CHARGED THROUGH 03-16-1999 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.. -IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE 52,174.97 INTEREST AND PEN. 1,550.33 TOTAL DUE 53.725.30 (IF TOTAL DUE IS LESS THAN fl. NO PAYHENT IS REQUIRED IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TIllS FORH FOR INSTRUCTIOHS. I \ . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN - BUREAU OF INDIVIDUAL TAKES INHERITANC[ TAX DIVISION DEPI. '10611 HARAISBURO, PA 17.'8.0601 .n...... ,,, UI."I ESQ 03-01-1999 MOVERMAN 06-09-1995 21 95-0465 CUMBERLAND 201 SUE RDNALD D BUTLER 300 N 2ND ST PD BDX 430 HBG AMount R..,i U.d PA 17108 \>1 Cv MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER DF WILLS CUMBERLAND CD CDURT HOUSE CARLISLE, PA 17013 HOTEl To in.ur. proper credit to your account, sub. it the upper portion of this forn with your t.x pay..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR VOUR FILES .... RifV:483--EX--AFP--io3~9;j-----.-.-No-ficif-oF--oETifiHIiiATIO-N-AN-o-A"S-SES!lHEN;r---------------------------- OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF MDVERMAN SUE FILE NO.21 95-0465 ESTATE TAX DETERMXNATXON ACN 201 DATE 03- 01-1999 1. Credit For Stete Death Taxas as Verified 570.808.03 2. Pennsylvania Inheritence Tax Assassad (Excluding Discount and/or Intarast) 402.659.87 3. Inharitance Tax Assessad by Othar States Dr Tarritorias of the United States (Excluding Discount and/or Interast) ,00 4. Total Inheritance Tax Assessed 402,659.87 168.148.16 5. Pennsylvania Estata Tax Dua TAX CREDITS: PAVMENT DATE 11-18-1996 DISCOUNT (+) INTEREST/PEN PAID (-) 10,549.28- RECEIPT NUM8ER AA146951 AMOUNT PAID 100,000.00 _IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST, TOTAL TAX CREDIT 89,450,72 BALANCE OF TAX DUE 78,697.44 INTEREST AND PEN. 16,053.25 TOTAL DUE 94,750,69 IIF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) INTEREST IS CHARGED THROUGH 03-09-1999 AT THE RATES APPLICABLE AS OUTLINED DN THE REVERSE SIDE DF THIS FORM,. - ... .... "...~. _. .."- COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OEPT.280601 HARRISBURG, PA 17128-0801 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT '* No.AA 354711REV.ll02EXU....., RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT BUTLER RONALD D ESQ ~OO NORTH THIRD STREET 12 FLOOR "HARRISBURG, PA 17101 201 "94.750.69 202 "'5:3.725.:30 FOlD HERE FOLD HERE ESTATE INFORMATION: FILE NUMBER 21-199:5-0465 NAME OF DECEDENT (LAST) MOYERMAN SUE OATE OF PAYMENT 4/ ~ /1999 POSTMARK DATE 4/14/1999 COUNTY CUMBERLAND SSN 017-28-0331 (FIRSTI (MI) ", ~; , ' .,J.... . ", . '" , ".','.,..- .,' :"" " '. , ' DATE OF DEATH 6/09/199:5 REMARKS ABB LYNN R -NFROE ERIC MOYERMAN C/O ~ D. Bln'LER SEAL CHECKII 1064 REGISTER OF WILLS i .-:'~ I' ,'n', ;,.. '..<>,; . '," tu. t,J...', . TOTAL AMOUNT PAID ::0' " , , ,,' V~ RECEIVED BY"'> ;'ti),/. 'c. ;t:..<<.4'" ':',r MARY C. LE IS ", ~., '/"I.0t REGISTER.' F WILLS {,(''C'" ''''/''j "".:r----- - .------.-- ---- --.---. - ----- ------.------- ------- -___ f t ,---- . -. ..._ __,,_''''_'_'~''''---.....~II _ _---v '1: , " ---, --~._. ,,,' n'~ 11\~;' :', ~ .,.......... '0 '\1";:; ;:' i' o...c '/ \0 :1, ..~ ,() ~ :~ t~ '1'1 5, ',,_~:f 0 ~,~ '(.J.:.f'O 1~,,<. ~ tI' 0:" .:if'. II N"''' 1....!I'\.., -I.. ..f " Ul :> c -e :> 8~ ~'&ff1 _tIl S'~ 0 _.0 .... t- ~U-~ - ~'<lg< t..-oC:":::p.. o ~ 5 b b (') d .~ .D U .~ bog~La :.:WOu \~.~'.~. H_ ..,. .- ,.,.. , ;.,,';': <,~ ,",j 0\ 10 ...9 ::r \ "" Cl ~ 0 iZ,~. ~ ~'< . j S ~ ~'.~ ! ILl Q 0 ~ ~ ~ I- ~ ;:l ltl s E < ~ . ~ 8~ ~ z . z Sf "Ii ~ " :> .. '" ;t " < :I: .-... ...-.......... ."J:,..,..y~_O- ?=-- - - - . - - . . - , Q .. ., III III 19 19 19 I 19 .. III ... .. .' \ , \ j I ~ ',4t .\, I < r., '/, '4 ;'1 '"" f , ,. [',. > , -, ~ . G.~. ..' ~ r, '\," ~ . ~.;lf.'/\ ..-.,- ..- . . C', , .! , ;!' . # \ ... . V, . . " . ",-..,...,..- - - Ji~r c..:-, <'~ ,; -. ...~ ..... ~. .~ . _.... .._ .~_ .L_ _ __...,._ ._.~._.._. ~.,,. .. . _'" > .....-... - .-. -~ .-.'--..- .-.-- -~ -.---- '-.', ~~ .~~, ---~.-- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT,280601 HARRISBURG, PA 17128.0601 '* No.AA 354706REV.1102EXII1'..1 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT BUTLER RONALD 0 ESe 500 NORTH THIRD STREET 12 FLOOR HARRISDURG, PA 17101 1n1 ...l.t.~ PJ..~ nt fQ.DHERE ESTATE INFORMATION: FILE NUMBER fOlD HERE 9 - 4 NAME OF DECEDENT (LAST) MOY RMAN SU DATE OF PAYMENT 4/14/1999 POSTMARK DATE 1./13/1999 COUNTY CUMDERLAND DATE OF DEATH IMII TOTAL AMOUNT PAID $1.3.e6~.01 .... REMARKS RONALD D BUTLER ESaUIRE RECEIVED BY SEAL CtiECKH 1063 REGISTER OF WILLS -.- -----~_...~~_._-- - -.-....--- ,'.--__.___.--0 _......______..__~. ___ --~'----.- - , ,~ .- '. 'd." ,") '. , I , , 7 " ~- ".,-- . ---_---:-c...-----...-h...Y ,- _ .-rr- ~. , " /5-f/v-/ c.... COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' BUREAU OF INDIVIDUAL TAXES INHDIITAHCE TAX DIVISION DfPT. '10611 UARRISIURG, PA nUII-'''l ....I..'P"'......,. RONALD D BUTLER 300 N 2ND ST PO BOX 430 HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-17-1999 HOVERHAN 06-09-1995 21 95-0465 CUMBERLAND 101 _t R_ltt..t SUE ESQ " PA 17''l:bo MAKE CHECK PAYABLE AND REHIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE I To inMl,.. proper credit to your ImJOUnt, aubIIlt the upper portion of thl. fa", with your tax p.~t. CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ... iiE'y=i6il-;-Eif-AFi.--coY=97j-----iiiiil--iiiiiiRiTANCi:--;:iiir-iiYATEitE'N;:-i1TAcciiiiiiT-...-- ESTATE OF MOVER MAN SUE FILE NO. 21 95-0465 ACN 101 DATE 05-17-1999 THIS STATENENT IS PROVIDED TO ADVISE OF THE CURRENT STATIIS OF THE STATED AClI IN THE NAIlED ESTATE, SHOlIIl BELOW IS A SUIIIlARY DF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FICURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 02-22-1999 PRINCIPAL TAX DUE, 416.607.24 PAVMENTS (TAX CREDITS), PAVMENT DATE 09-00-1995 06-11-1996 04-13-1999 RECEIPT NUMBER AAOB2118 AA112922 AA354706 DISCOUNT (+) INTEREST/PEN PAID (-) 13,947.37 3,196.19- 8,509.84- 265,000.00 106,100.89 43,265.01 AHOUNT PAID BALANCE OF UNPAID INTEREST/PENALTV AS OF 04-14-9999 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. 416,607.24 .00 186.84 186.84 TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE smE FOR CALCULATION OF ADDITIONAl INTEREST. I IF TOTAL DUE IS LESS THAN n. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I \; , I' I ! , PA YItENT I Det.... the top portion of thl. HoUe. .... lubltlt with your p.~...t ... plylb.a to the .... _ Ilddr... printed an u. r.....r.. .Ide. If RESIDENT DECEDENT uk. check or ltQMIy ardtr papbl. tOI REGISTER OF WILLS, AGENT. If HOH-R[Sl[1[N' DECEDEHT Aka chedl or .oM)' order Ply.-bla tal CotltOHWEALTH OF PE"*5YLVANIA. REFLIID (CRJI . nfund of . tax credit. .....Ich ..a. not r~.ted on tM 'ax Return. Ny 1M teq\Mlted by c~l.tlng 8ft "Application for R,fund of Penn.vl........ l~rlt~. _ [It.t, 'IX" (REV..'.S). Appll~tlon. .t. .v.l1~1. at the O'f1cI of the Real.t.r of UIllI, ...y of t~ 15 R.v~ DI.trlot Of,lc.. Dr fr~ the o.p.rt-.nt'. Z~.hoUr .,....rlng ..,....101 nu.ber. for fotlll orderln'll In Penn.vb.,1, l.aDO-S6Z":!GSO, ouhlde Penn'wh'"., _ within 1~1 "-rrlabura at.. (117) 7.7.8094, TOO. (717) 772..r252 (Hearing J~.lred only). REPLY TOI Duestions regerdlng .rrora cont.lned on this notlc. should 1M Ilddr....t tal PA Dep.rt.." 0' A........, Bur... of Individual Tax.., ATTN. Po.t .....~t R.vlew unit, Dept. ta060l, Harrl.burg, PA 171,a-0601, phone (717) 7'7-6505. DISCOUNT. If WlY tllX dull Is p.ld ..1thln thr.. (3) cal..xt.r Rnth. aft.r the decMient'. death, a flv. percent lSX) discount 0' the tllX Pflld II .Uond. PENAL TVI The 151 tllX ......ty non-partlclp.tlon penalty Is cc*putad on the total of the talC and Int.n.t .......d, and not p.ld bafor. ~ry II, 1996, the flr.t dey .,tar the and of the talC -.ne.ty period. INTEREST I Int.rest 11 charged baglmlng ..1th flnt dey 0' daUnquency, Dr nine (,) aonth. and one (1) dey trOll the d.ta 0' ~th, to the data of p.yaant. TalC.. which bac... delinquent b,'or. January I, 1912 baar Int.r.st .t the rat. 0' .IM (6X) percent par aonua calculatad at . dally rata of .000164. All talCa. which bac... dallnquent on and .'tar Janu8ry I, 1912 ..111 ba.r Int.r.st at a rat. which will vary 'rOIl c.land.r y..r to c.land.r y..r with thet r.ta ~ed by the PA a.part-.nt of R.v.nue. The .ppllcabl. Int.r..t r.t.. for 1912 through 1999 .r'l Va.r Int.r... Rat. Dally Intar.st factor V..r Jntlr..t Rat. DailY Int.r..t Factor 19IZ 20X .DDO~I 19aa-I991 IIX .0DD3Dl "83 'OX . DD04S1 ,... 'X .000147 "14 IIX .000301 1993-1994 7% .000192 '''5 '3X .ooaS56 1995-199a 'X .ODD247 ,_ lOX .000274 '999 7% .000192 1917 OX .000247 --Int.r..t I. calculated .. follows. I~T . BALANCE OF TAX UNPAID X HUIIBER OF DAYB DELINQUENT X DAILY IHTEREST FACTOR --Any Notle. I.sued aftar the talC bacu.a. delinquent ..Ill r.flact WI Int.r..t c.lculatlon to fl,teen (15) day. bayond tM data of tM .....lIIInt. If PII~t 11 ... .ft.r the Int.r..t coaput.Uon data IhoNn on the Notlc., additional Int.r..t .u.t ba calcul.ted. ~, L,q"," "~_."',. PAvtlEH11 Datach the top portion of this HaUc. .net .ubIIlt with your pa.,...,t .aca p.y..la to the ,.... .net "'ra.. pdnted an 1M r.v.r.. .lde. If RESlDEHT DECEDENT .... chMk or .".y order p.y.,l. tal REGISTER OF WILLS, AGENT. If HOM-RESlDENT DECEDENT uka dMck or ",.y order p.y.,1a tal COI1l1ONWEALTH OF PENNSYLVANIA. REFUHD (CA)I A r.tuneS of . t.lC credit, Mtllch w.. not requll.ted an the T.lC R.turn, ..y be reque.ted by c""l.Una ." .Appllc.tlon for R.fund of pann.ylvanl. l~rltanc. .net E.t.t. 1.x. (REV-ISIS). Application. ara avall.,la at 1M Offlc. of the Regl.t.r of Will., ~ of the ZJ A.venue DI.trlct Dfflc.' or fro. the DeP.rt.ant'. 24-hoUr an'Marlna ..rvlc. nuabar. far fora' orderlnGl In pann.ylv."la 1-100-'62-2050, out.lda pann.ylvanl. .nd within local HarriSburg araa (717) 717-1094, 1001 (717) 772-2252 CHe.rlna Iap.lred onlyl. RCPLY TOI .....tlon. ro..rdl... .rron con'.lned on .hl. notlc. ......Id be .ddr...... '.1 PA ...or...... of R........ IUr.... of Individual lalC.', AllHI po.t A......~t A.vlew unit, Dapt. 210601, Harrl.bUrg, PA 17121-0601, ~ (117) 1&7-6505. DISCQUHtl If ."y t.x ~ I. paid within thr.. (3) cal.nder aonths a.t.r the decedent" de.th, a flv. percent (51) discount of the talC paid" aUDMed. PENAL TV 1 The 15% talC ..na.ty non-part1c1paUon pen.lty II cu.puted on the total of the tax end lntar.st .......d, and not paid b.fore January 11, 1996, the flr.t day aftar tha .nd of the talC .-nasty p.rlod, INTEREST 1 Int.r..t Is charged beglnnlna with flr.t day of d.llnqu~Y, or n1n. (9) .onths and ona (I) d.y fro. the data of death, to the data o' p.yaent. TalC.' which bac". delinquent before January 1, 1912 be.r lnt.r..t at the r.ta of .lx (6Xl percent par .nnua calculated .t . dally rata of .000164. All taMa. which bee... d.llnquent on end aft.r January 1, 1912 will b.ar Int.r..t at . rat. which will vary froe cal~.r yaar to c.l.ndar y.ar with that rat. announced by the PA Depart..nt o' R.venue. The appllc.bl. Int.r..t rat.. far 1912 through 1999 .ral Yaar Int.r..t Rata O.lly Intar..t Factor Yaar Intan.t R.ta OaUy Int.r..t Factor 1912 lOX .000548 1981-1991 llX . GOnGl 1915 I6X .ODDUI ,..% .X .000247 1984 11X .OOnDl 1995-1994 7X .000192 1985 ,>% .0OOS56 1995-199& 'X .000247 1966 lOX .OQD274 ,... 7X .000192 1917 'X .000241 --Intera.t 1. calculat.d a. follow" IKTEREBT . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAlLY INTEREST FACTOR --Any Hotlce I.sued .fter the t.lC baeo... delinquent will rafl.ct an Int.r..t calculation to fjfteen (15) days beYond the data of the .........t. If p.vaant Is aade attar the Intara.t cu.putetlon data shown on the Hotlc., wddltlonal Int.re.t .u.t be e.lculatad. ;,.?:-~tJ -/ BUREAU OF INDIVIDUAL TAXES JNHERITANCE lAX DIVISION PEP,. raOfIDl HARRISBURG, PA 1712a-0'01 RONALD D BUTLER ESQ 300 N ZND ST PO BOX 430 l.. HBG Cu PA 171 08 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE XNHERXTANCE TAX STATEMENT OF ACCOUNT DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-14-1999 MOYERMAN 06-09-1995 Zl 95-0465 CUMBERLAND ZOl AlIOUrlt R..IU.d (* .n.""....',u.". SUE MAKE CHECK PAYABLE AND REMIT PAYMENT Tal REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 HOTEl To inaure proper credit to your account, .~lt the upper portion of thl. fora with your t.x p.y.ent. ESTATE OF MOYER MAN SUE FILE NO. Zl 95-0465 ACN ZOl DATE 06-14-1999 TNIS STATENENT IS PROVIDED TO AIIVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE NAIlED ESTATE. SHOWN BELOM IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 06-04-1999 PRINCIPAL TAX DUEl. Z07,365,13 PAYMENTS (TAX CREDITS), PAYMENT DATE 11-18-1996 04-14-1999 RECEIPT NUMBER AA146951 AA354711 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiili:i6"oi-ix-"j:ji-Coi=9'fi------.iiii-iNiiiiiiTAiicri'AX-s;:;;iEiiEtii-oF"-ACcii[iiii--iii.--------------------- DISCOUNT (+) INTEREST/PEN PAID (-) 13,009.67- Z5,386.9Z- AMOUNT PAID 100.000.00 148.475.99 TOTAL TAX CREDIT BALANC~ OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN 11. NO PAYHENT IS REquIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) Z10.079.40 Z , 714 . Z7CR .00 Z, 714. Z7CR / . PA'nEHTa Det.. UM top portion of thh NoUc. .... ..-It with your p.veent ... pay_I. to the ~ end Mtdr... prtnted on UM rewr.. aide. If It[SIDOfT DECEDEHT ..a c:hIIck or eoney ord41r p.y_la tOI REGISTER OF WILLS, AGENT. If ......taIDDu DECEDENT .... check or -.ney ordlr p.y_l. tOI CotltOHWEALTH OF PEhNSYLVAHIA. RU1IGI (CA)I A r.fund of . tax credit, which wa. not requeated on the T.IC Ratum, ..~ be requeated by COIIPI.tlng an -Application 'or Rafund of Penn.ylvanl. Inherltanc. end [at.t. TalC- (REV-1S1SI. Appllcatlona er. ev.II_I. .t UM Dffic. 0' UM Raglat.r of Willa, any of the Z3 Ravenue Dlatrlot O'flca. or fro. the Oapartaent'a '~-hour ..awertng ..rvlc. nuabera 'or 'or.. Drderlna' In penn'Vlvanl. 1-800-362-2051, outaldl ~.ylvanl. end within IDeal Herriaburg Ir.. (7111 181-1194, TOO' (1111 112-2252 (He.rlng IlPalred onlyl. REPLY Tal Dueatlon. regarding arror. contained on thla nottca Ihould be addr.aead tOI PA Dlpartsent of R.venue, luraau 0' Indlvldwl Taxa., AnHI Po.t A.........t Revl.., Unit, Dept. 210601, Herrllburll, PA 11121-0611, phoM (1111 111-6505. DIscotI(fl If ..y tllC due 11 paid within thr.a eSI c.lendar Mf'Ith. .ttar the dec.ont"a ....th, . flv. perc..t CUI dllCCM'lt of UM tu p.ld 11 .Uowed. PENAL lVl The 15% tu .....b non-participation peMlty 11 COllPUted on the totll of the t.1C Ilnd Inter..t ......ed, end not paid befora January 18, 1996, the flr.t day .ftar the end of the talC ~.ty period. INTEREST I Int.r..t la charged beglnnlno with 'Ir.t d.~ of dallnquency, or nlna (91 .onth. and one el) d.y 'roe the date of death, to the ~te of pevwent. T.lCo. which bec... d41llnquent before J8nUary I, 1'82 bear Inter.at at the r.t. 0' alx e6%) percent per ~ c.lculated at . dailY rata of .000164. All taMa. Which btc... dallnquent on and .ftar January 1, 1'82 will bear tnter..t .t a r.t. which will v.ry froe c.lendar y..r to c.lendar y..r with that r.ta ennounceJ by the PA DIp.rtsent of Revanu.. The ~llclbla Intere.t r.ta. for 1982 through 1999 .r.1 .... Int.re.t R.t. Dally Int.r..t F.ctor V..r Int.r..t R.t. D.Ily Int.r..t fector 1'82 ZOX .110548 1'81-1991 !IX .001311 1'" 16X .00008 1'" 'X .01l2~1 l_ UX .000301 1995-1"" n .1111'2 1915 In .000356 1995-1991 'X .Ooaz~7 1'" lOX .IIOr74 1999 n .000192 I.., 'X .000241 .-Inter.at 1a calcul.ted .a 'oIIOM" IIl"tEREST . BALANCE OF TAll UIlPAIO X HUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I..ued .fter t~ telC becoea. delinquent will r.'lact an Intere.t c.lcul.tlon to fifteen 1151 day. beyond tlM "'te of the .........t. If p.WMf\t .. .... .tt.r the lnt.r..t CDllPUt.Uon dIIte IhOMn on the NoUce, .dclltlonel Int.re.t ...t be c.lcul.tMl. PAYMENT. Det... the top portion af this HatlCI ..., sub111t ..lth your PIJHnt ..u. p.yllbl. ta the n-. ..., Mldra.. print.t on ttMl ravar.. .IIM. If RESIDENT OECEDEHT ..a check ar IM)MY ardsr ply.aJla tal REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEllEHT ... check ar eoney arder payebla tal COf1ttOIrfWEAL TH OF PEfIr<<SYLVAHIA. RERIID (CAli A r.fund af a tax craeUt. which .... not reque.ted on the TIUe Aatum. .ey be nq....ted by COllPhtlng .., -AppUcatlon for Rafund af Penn.yh..l. Inherlbnca ..., btet. Tn- (REY-UI3). AppUatlon. Ira lIVaUllble It the Dffic. af the Regi.tar af Will.. ..y af the ts,A'v~ DI.trlct Dfflc.. Dr froe the Dap.rtaant'. 2~-hour ..,~rlng ..rvlc. nuebar. for 'Dr.. orderlngl In Penn.ylv"l. 1-800-362-2050. out.lde Penn.ylv..i. ~ ..I thin loc.1 Harrl.burg .r.. (717) 787-8094. TOOl (717) 772-2252 (H..rlng lep.lred only). REPLV TOr CIue.tlon. reg.rdlng .rror. contained on thh notlc. ahould bet Iddr..nd tal PA Dapllrtunt of R.v...... Bur.., of IndividUal T..... ATTHI Post A....-..nt R.vla. Unit, Dept. 280601. Harrisburg, PA 17128-0601, phone (717) 787-6505. DIstoIJHTl If any tax due I. paid .Ithln thr.. (3) calendar ~th. aft.r the decadent., dsath, . flv. parc..t (&Xl dl.count of the tllX paid .. aUowd. PENALTYI The 15% tlM __.ty non-participation penalty I. coaputed on the tot.l of the tax end Inter..t ......act, WId not p.ld before January 18, 1996, the first dey .ft.r the end of tho tax ......ty Plrlod. IHTERESTI Intera.t i. ch.rged b.ginnlng ..Ith flr.t d.y of delinquency, Dr nl~ ('I IOOth. end one III day 'roe the det. of d.ath, to the data of p.y..nt. ,.... which bee... d.llnquent b,'or. January 1, 1982 bear Intera.t .t the rlt. 0' .Ix (6XJ parc..t per ~ c.lculated .t . dally rat. of .000164. All tax.. which bac... d.linquent on and .ft'r January I. 1982 will be.r Int.r..t at a rat. which wlil v.ry 'roe calendar y.ar to caiand.r y..r with !hit r.t. ~ad by the PA D,partunt of R.venu.. The .ppllcabl. Int.r..t rat.. for l'IZ through 1999 .r" V.ar Int.r..t Aat. D.lly Int.r,"t Fector V..r Int.r." Rat. Daily Int.r..t Factor 1912 'OX .ODD548 1'11-1991 11~ .0GOnl "83 '6~ .DGOOI '99' .~ . GOU47 ,." ll~ . OD03D1 1993-1994 n .DOO192 ,... ,.. .000356 1995-1998 .~ .000247 "86 1O~ .GlO274 '999 n .000192 1987 .~ .000247 --Int.r..t I. c.lcul.tad .. follow., IHTEREST .. BALANCE OF TAX UNPAID X NUmBER OF DAYS DELINQUENT X DAILY IHrEREBT FAcroR --Any Hatlc. b.ued .ft.r the tax bacON. dsllnquent will r.n.ct WI Int.rast calcul.tlon to flft... U5J day, beyOnd the d.t. of the ..........t. If peYllnt Is aIlda aft.r the Int.r..t coaput.Uon date thown on the Hatlc., additional int.r..t .u.t be calcul.tad. /S:'1o-/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE PENNSYLVANIA ESTATE TAX RECORD ADJUSTMENT C/ *' .n.I6.....,.III.'" SUE MAKE CHECK PAYABLE AND REMIT PAYMENT TOl .00 BUREAU OF INDIVIDUAL TAkES INHERITANCE TAX DIVISION D[lIT. UD6Dl HARRIIILIlQ, PA 17U...... RONALD 0 BUTLER ESQ 300 N 2ND ST PO BOX 430 HBG PA 17108 DATE ESTATE OF DAT! OF DEATH FILE NUMBER COUNTY ACN 06-18-1999 MOVERMAN 06-09-1995 21 95-0465 CUMBERLAND 201 _t R_ltt4Ml REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE I To In..,.. proper ered1 t to your account, aubIIlt the upper portion of thla fo", ..1 th your tax p.~t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ itEv:ii,'23-iif-AFj.--iii:i:97r----..-jiiNNsyi:VANi;.--iii,'iifi-TAitificoifJi-i,iJ-Juiiy-,iEiif-..-------------------- ESTATE OF MOVERMAN SUE FILE NO.21 95-0465 ACN 201 CODE ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION 1. Credit For Stete Deeth Taxes es Verified 2. Pennsy1venie Inheritanca Tex Assessed (Excluding Discount and/or Interest) 402.659.87 3. Inheritence Tex Assessed by Other Stetes Dr Territories of tha United Stetes (Excluding Discount and/or Interest) 12.958.00 4. Tote1 Inheritence Tax Assessed 5. Pennsylvania Estste Tax Dus 6. Amount of Pennsy1venia Eststs Tex Previously Assesssd Bssed on Federe1 Estate Tex Return 7. Additions1 Pennsylvania Estste Tex Due TAX CREDITS: PAVMENT DATE 11-18-1996 04-13-1999 04-14-1999 DISCOUNT (+) INTEREST/PEN PAID (-) 5.906.62- .00 36.550.84- AMOUNT PAID RECEIPT NUMBER AA146951 AA354706 AA354711 5,906.62 43,265.01 148,475.99 DATE 06-18-1999 706 570.808.03 415.617.87 155.190.16 .00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF TOTAL DUE IS LESS THAN tl. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I . IF PAID AFTER THIS DATE. SEE REVERSE SIDE I FOR CALCULATION OF ADDITIONAL INTEREST. 155,190.16 .00 .00 .00 , PA'nDfT1 Det.ch thIi top portion of this Notlc. ..... .-It with your p.~t ... pay.l. to the "... ..... IIddr... printed an the r...,.r.. ,.... .._ .... chick or ....v ordtlr l>>8y.la tOI REGISTER OF WILLS, AGENT. REFUND (CAU A r.fund of _ tax credit, which .... not r~.tlld on the hx Return, ..y be r~.ted by cDllPlaUng ~ -AppllC8tlon 'or R.,tnd of Pennaylvllfd. IntMrlt.nce ..... Est.t. Tp- lREY..n1SJ. Application. In IWIU..Jl. .t thIi OffiCI of thIi Realstat of Willa, .ny of the 21 Revenue al.trlat Offices or fr~ the o.part.ent'. Z4"hoUr en.-.rlna ..rvlce ~r. for 'Onl. ordering I In Pennlvlvenl. l-eDD-!6Z"ZOSD, outalde Pennlylv.nla ..... within local Harrl~ra at.. (717) 787-8094, TDDI (717. 77Z-ZZ5Z ("--ring 1~.Jred only). REPLY Ta, au..Uon. r.verdlng arror. contained on this notice IhoUld tMI addr...ed In ..rlUng tOI PA Depart..nt of A."......... lur..u of JndlvJ~l T".', ATtNa Po.t "......-nt Review unit, Dept. Z806Dl, Harrisburg, PA 17121-0601, PhOne (717) 7'7-6505. PENALTY_ The 15% tlx ....tv non"p.rtlcl~tlon penalty h cDIIPUtlad on the tot.1 of tt. tax ~ int.r..t ........s, .-.d not p.ld befar. .....ry 18, 1996, tt. first dIIy .ft.r the .ncI of the tax .....ty ~r1od. IKlIRESTI For D.t. of De.th .ft.r 10-3.91 Penn.ylv~l. E.t.t. 1.. ba.-d on the Feder.1 E.tat. lax r.tuMn ~. dell~t .t the .xplratlon of nine (9) ~lh. frOll the data of de.th u.........,t control nu-ber (ActU 201 onlY). For D.t. of De.th prior to 10.3-91 Penn.ylvanla E.tat. laIC b..ed on the Feder.l E.t.t. lax r.tum bec~' d.1lnquent .Ight..n (18) aonth. fro. the data of d.ath (A......ent ContrOl Hueb.r (ACH) 201 only). Additional p~.ylvanl. E,t.t. 1.x .......d .. a r..ult of . chang. b.,ed on the F.d.r.l E.tat. 1.1C clo'lng I.U.r tMco.-. iMl1nquant at the .xplr.tlon of OM 0) ~th froa the d.t. of ttM final notice of the Incr.... In Feder.l E.tat. 1.. I. rec.lved. (A....~t Control Hueber (ACHI 202 only.) 1.... tfhlch be~ dal1nquent tMfora J~rY 1, 1982 tM.r Int.r.st .t ttM rat. of ,ix (61:) parcent per ...... c.lcul.ted .t . dally r.ta of .000164. All tax.. Nhlch ~ dal1nquant on or aft.r January 1, 1982 ..Ul bur int.r..t .t a rat. which ..ill vary frOll cal.-der y..r to calandar y..r ..ith that rat. ~ by the PA o.p.rt.ant of R.venue. lhe ~licabl. int.r..t r.t.. for 1982 through 1999 .r.. V... Int.r..t R.t. Daily Int.r..t Factor V..r Int.r.d Rah o.l1y Int.r..t Factor 1912 .U .000548 1'58.1991 IlX .000301 1915 '6% .0004508 ,... .X .000247 '9M IlX . DD0301 1993-1994 n .000192 1985 '32 .OD0356 1995.1998 .X .000247 ,_ "X .ODlZ74 '999 n .00at9Z 19.7 'X .000247 --Intar..t I. calcul.ted .. follow" IItTEREIlT a BALANCE OF TAll UNPAID X HUNBER OF DAYS DELINQUENT X DAILY IItTEREIlT FACTOR --Any Notic. I..ued .,t.r the t.x becOM' delinquent ..ill r.flaot an int.r..t calcul.tlon to fifteen (15) day. beYond the ca.t. of the .........,t. If paYll8f'lt b .... att.r the Int.r..t coaputaUon ca.t. shown on the Notice, additional int.ra.t au.t be c.lcul.ted. -...... --- -'.- . /5', ~/ BUREAU OF INDIVIDUAL TAXES I~~AHC[ TAX DIYISION DEPT. -zaD6DI . HARRlsalJlQ, PA UUI-D6DI CDHHDNWEALTH DF PENNSYLVANIA DEPARTHENT DF REVENUE PENNSYLVANIA ESTATE TAX RECDRD ADJUSTHENT & * .".,.....,,,,....,. RDNALD D BUTLER ESQ 300 N 2ND ST PD BDX 43D HBG DATI! ESTATI! DF DATI! DF DEATH FILE NUMBER CDUNTY ACN 06-21-1999 HOVERMAN 06-09-1995 21 95-0465 CUMBERLAND 202 Aioount RMlttad SUE '. PA 1710B HAKE CHECK PAVABLE AND REHIT PAVHENT TDI i , I REGISTER OF WILLS : CUMBERLAND CD CDURT HOUSE CARLISLE, PA 17013 NOTE t To In.ur. proper credit to your eccow.t, .ubIIlt the upper portion of thl. fa,.. with your tax p.~t. CUT ALDNG THIS LINE ~ RETAIN LOWER PDRTIDN FDR YOUR FILES ~ iiE"li=iii23:-EX-AFP--ioY=97y-----.ii-jiiiiiisiLViitiiA'-isTATi-i"Ax-iiicoiili-Aiijiisi"HiNi"-iiii-------------------- ESTATE DF MOVERHAN SUE FILE ND.21 95-0465 ACN 202 CODE DATE 06-21-1999 FFL AD.JUSTMENT BASED ON: ADMINISTRATIVE CDRRECTIDN 1. Credit For State Daath Taxes as Verified 622.983.00 2. Pennsylvania Inharitanca Tox Assessed (Excluding Discount and/or Intarest) 4D2,659.87 3. Inharitance Tax Assessed by Dther Statas or Territories of the United States (Excluding Discount and/or Intarest) 12,958.0D 5. Pennsylvania Estate Tax Dua 415,617.87 207.365.13 4. Total Inheritance Tax Assassed 6. Amount of Pennsylvania Estata Tax Previously Assassad Based on Federal Estata Tax Raturn 155,190.16 52,174.97 7. Additional Pennsylvania Estata Tax Due TAX CREDITS: PAVMENT DATE 04-14-1999 RECEIPT NUMBER AA354711 DISCOUNT (+) INTEREST/PEN PAID (-) 1,840.84- AMOUNT PAID 69,381. 70 . IF rAID AFTER THIS DATE, SEE REVERSE SIDE I FOR CALCULATION OF AOOITIIlHAL IHTEREST. TOTAL TAX CREDIT 67,540.86 BALANCE DF TAX DUE 15,365.89CR INTEREST AND PEN. . DO TOTAL DUE 15 365.89CR IF TOTAL DUE IS LESS THAN fl, HO rAYHEHT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YDU HAY BE DUE A REFUHO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I PAM"" o.tKh thli top portion of thh HoUc. W1d ,ubIIlt ...lth your p.v-nt ..ad. p.yable to tM n... ... addr... printed on t~ r.v.r.. .Ide. __ ...... check or MOllY or.r p.yllbl. tal REGISTER OF WILLS, AGENT. REfUND (CAli A r.fund of . t.. cr-.ilt, lllhlch ..... not r~.tltd an the '.K R.turn, ..y be rlMlW.tlMl bV c~l.tlng .... "'Applioatlon for R.fund of Pennavlvenl. InMrltlW\C. end E.t.t. Ta."' Uft:Y.UU). Applic.tlon. ar. .v.lIabl. .t t~ Offlc. of thl ABIII.t.r of Wllll, any of the 23 R.venue Dlltrlat Off Ie.. or frOll the o.p.rteent'. 21t-hour .....warlng ..rvlc. ~rl for far.. orderlngl In pann.ylvenl. 1-800-56Z-2050, out.ld. PannlylVDnI. and ...Ithln local Harrhburg ar.a (717) 717.809., 'DOl (717) 77Z.U5Z '....rlng lapalred only). REPLV TOI Que.Uon. reg.rdlng arran cont.lned an thl. notlc. lhoUld be addr...ed In "ritlng tal PA o.part...,t of A.vanua. lur.au of lndlvl~l T.xa., AT'HI Po.t A.....aant Aavl.., llnlt, Dept. 280601, Harrl.burg, PA 17128-0601, Phona (717) 787-6515. PEHAl TV. The ISX tax une.ty non-partlclp.Uon penalty 11 co-,",t.d an the total of thli tax and Int.,..at ......ed, end not paid bafora Januan 18, 1996, the Urst day aftar the and of the tax ......ty parlod. JHTEREST. for D.t. of Death aft.r 10-5"91 Pennlvlvanla Eatat_ 'aM b...d on tha feder.1 Eatat. t.K r.turn bacoaa. dallnquent .t the ..plratlon of nine (9) ~th. 'rDa the data of d.ath IAI......nt control nuabar IACH) 201 onlyl. For D.ta of D..th prior to 10.5"91 pann.vlvenla Eat.t. '.K b.,.d an the F..r.l E.tat. T.. return b.coaa. delinquent .Ight.-n (18) aonthl froe the data of d..th .AII....ont Control Hueb.r CACH) 201 only). Addltlon.l Penn,vlvenl. E.t.t. '.x .......d al a r..ult of . chang. b...d on thl f.dar.1 E,tat. T.. clo.lng l.ttar baco", daUnquant .t the .llplntlan of ane (1) eonth fro. the data of th. f Inel notice of the Ine,..... In FtKI.r.l E.tet. Tall h ncelv.d. CAn.....nt Control Hu.b.r (ACN) Z02 onh.) tall.. which bac... delinquent bafor. Jenuary I, 1982 b.ar Int.r..t at the r.t. of .IK (6~' parcent p.r ~ c.lculatad at . dailY rat. of .0001~. All taK.' which b.e... delinquent an or .ft.r January I, 1982 will ba.r Int.r..t .t . r.t. which will varY fro calendar y.ar to calendar y..r with thllt rat. lIfV\D\A')Cad bY ttM PA Dep.rt..nt of R.v~. the appllclbl. Int.r..t rat., for 1982 through 1999 .r.1 V.ar Jnt.r.,t Aat. Dallv Int.r.,t Factor V.ar Int.,...t Aat. Dally lnt.re.t factor l'8Z lOX .OO051t8 1'88"1991 1\X .00OSOl 1985 .6X .000U8 .99. 'X .000247 ..M \IX .000501 1995-199" ]X .0001'2 1985 m .00OSS6 1995--1998 OX .000Zlt7 I'" ..X ."027~ 1999 7X .000192 1987 'X .ODD2~7 ....Int.r..t I, calculatad ., fallaw'l INTEREST . BALANCE or TAX UNPAID X NunBER or DAYS DELINQUENT X DAILY INTEREST rACTOR ".Any Hatle. I.~ .ft.r the tax becoaaa d.llnquent "Ill r.fl.ct an Int.r..t c.lculatlon to flft.an (15-. day. bevond thl data of the .....u.nt. If pa~t I_ aadtl attar the Int.r..t cQIIPUtntlon d.t. .hown on the Hatle., additional Int.r..t .u.t be celcul.tltd. . , II i! \ /6',,-/0-1 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE :INHER:ITANCE TAX STATEMENT OF ACCOUNT '* ~ BUREAU OF INDIVIDUAL TAMES UIUlTAHCE TAX DIVISION DEPT. Z8UIl HARRlSIURG, PA HUlaO"l .n.'..',..."I....1I RONALD D BUTLER 300 N 2ND ST PO BOX 430 HBG ESQ DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 06-21-1999 HOYERHAN 06-09-1995 21 95-0465 CUHBERLANO 202 Aolount R..ittH SUE I, PA 11108 HAKE CHECK PAYABLE AND REHIT PAYHENT TOl REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTEl To in8ur. propel'" cr.dlt to your account, sum-it the upper portion of thia fa,.. with your taM p.~t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEY=iiioj-iif"Aj:ji-rOY=97y------.iiii-iiliiiiixTAiicrfAX-STA'fEiiEIWoTACciiiiiif--iii.--------------------- ESTATE OF HOYERHAN SUE FILE NO. 21 95-0465 ACN 202 DATE 06-21-1999 THIS STATEHENT IS PROVIDED TO ADVISE DF THE CURRENT STATUS OF THE STATED ACH IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAM DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. PAYHENTS (TAX CREDITS), PAVHENT DATE 04-14-1999 RECEIPT NUHBER AA354711 DISCOUNT (+) INTEREST/PEN PAID (-) 1. 840.84- 69,381. 70 AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 67,540.86 15,365.89CR .00 15,365.89CR . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN fl, ND PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I PA'mENTI Detach tM top portion Df thla Notle. end aut.lt wlth your p.y.ent ... p.y~l. tD ttw nul .Nt IIddr... prlnt.d on tM r.v.r.. .Ide. If RESIDENT DECEDENT .... chedt or .DMY Drar payltbl. tal REGISTER OF WILLS, AGENT. If NOIHtE:SIDfHT DE.CEOENT ..... check Dr IIOMY Drder p.yltbl. tDI Cotl1ONWEAL TH OF PENNSYLVANIA. REFUND ICRh A nflftt Df . t.. cr~Jt, .....Ich ".. not raque.t.d on tM TalC Raturn, ..y be requa.ted by cOllPlaUng ~ -AppIIC8tlon for R.fund of Penn.ylvanl. Inherlt~ end E.t.t. Ta.- (REV.1515). ~llc.tlan' ar. .v.ll.bla at the Office of tM RlttI1It.r of WUII, eny Df the Z5 R.v.,.. 01ltrlct Offlc.. or fr08l tM o.p.rtHht'. 24"hour ...werlng ..rvlu nuIlben for for.. ordering I In Penn.ylvanla l..aOO-362-'050, ouhld. Penn.ylvanla end within local .tarrlaburll .r.1 (717) 787-a09lt, TOOl (717) 772-2252 IHe.rlng SlIP. Ired onlY). REPLY TO. DuII.tlon. rag.rdlng arrDn contained on thh noUca .hould btl IIddr...ect tDI PA J)epert..,t D' RavMlU8, lu..... of Individual TalC.', ATTHI po.t A......-nt R.vlew unit, D.pt. Za0601, Hlrrl.bu..u, PA 1712a.0601, ~ (717) 7a7"6505. DISCOlIfT I If ..y t.. due I. plld "lthln thrH (5) c.l.nd.r Banth. .fta.. the cMc~ent.. death, a flv. percent 15X> dhcOU"lt 0' tM t.. plld I. allowed. PENALTY I TM 15% ta. .....y non-partlclpatlon penal ty 11 cDllPUtad on tM total 0' the ta. Bnd Intlr.at .......d, end not p.ld be'or. J8nUllry la, 1996, thl flrat MY aft.r the end of the tall ..,..ty period. INTEREST. Intar..t 11 charged beginning with flr.t day of dallnquancy, or nlna (9) IIOf'Itha IIlfld ana 11>> etay frOll the data of daath, to thl data of pay.ant. TIIlII which bac... d.lInquant bafor. January 1, 1982 b.ar Int.r..t at the rat. Df ab (6);1 percent per IInhUIl ulculat.d at a dally rat. of .000164. All tall" which ~c... dallnqu.nt on end afta.. Januarv 1, nIt will ba.r Int.,..t at a rata which will v.ry fro. cal.ndar y.a.. tD cal.ndar v..r with that rat. ennouncad by thl PA Depart.ant of R.v.nus. The applicable Int.ra.t ..at.. for 1912 through 1999 ara. V..r Int.r..t Rat. DaUy Int.r..t Factor V.ar Int.r..t R.t. Dally Int.r..t Factor 19112 ZDX .OOD54B 19aa-1991 IIX .G003D1 1983 'OX .OOOUI 1992 'X .OODlU ,... IIX .0OO5Dl 1993.199" 7X .000192 1985 ,n .000356 1995-1991 'X .000247 ,... lOX .000274 '999 n .001192 1917 OX .000247 ".Intlr..t Ia ca1culat.d .. follOM" INTEREST . BALANCE OF TAX UNPAID X NUnBER DF DAYS DELINQUENT X DAILY INTEREST FACTOR ."Any Hotlc. la.ued aft.r thl tIll blcoa.. ~llnquant will raflaot ~ lnt.r..t c.I~I.tlon to fifteen 1151 day. btlyond ttMt d." of thl .........,t. If pay..nt Ia Nde aft.r thl Int.r.st c~tet1an dalt. IIhown on the Kotlc., additional lnt.ra.t au.t be c.lcu1.ted. . - -- _~--:":.....--..-.b... t... _ A\- If.-:_~ In- Jj: ~tJ~ / BUREAU OF INDIVIDUAL TAMES INHERitANCE 'AX DIVISION DEPr. UD6Gl HARRISBURG. PA 17128.0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT RONALD D BUTLER 300 N ZND ST PO BOX 430 HBG ESQ DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN \ ~, ;' ~l " PA 17108 (/ 06-Z8-1999 MOYER MAN 06-09-1995 ZI 95-0465 CUMBERLAND ZOZ AltOunt R..l U.d * ..'.IU1"."III.'" SUE HAKE CHECK PAYABLE AND REMIT PAYHENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE. To In.ur. prop.r cr.dlt to your ..count, .~lt t~ upp.r portion of thl. fa.. with your t.x p.~t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... ifiy:ii.o.n.x-,\jiP-iii3=ii'fi------ii..-iilHEiiiTAiii:'E-filinri'ATEH'ENi'-OF-ilccii[iiir...ii--------------------- ESTATE OF MOYERMAN SUE FILE NO. ZI 95-0465 ACN ZOZ DATE 06-Z8-1999 THIS STATE"ENT 15 pROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE tlAIIEO ESTATE. sHOlIIl BELDlI IS A SUHKARY OF THE PRINCIPAL TAM DUE, APpLICATION DF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 06-04-1999 PRINCIPAL TAX DUEl. 5Z,174.97 PAYMENTS (TAX CREDITS), PAYMENT DATE 04-14-1999 RECEIPT NUMBER AA354711 DISCOUNT (+) INTEREST/PEN PAID (-) 1,840.84- AMOUNT PAID 69,381. 70 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION DF ADDITIONAL INTEREST, ( IF TOTAL DUE IS LESS THAN .1, NO pAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDlr' ICRI, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FOR" FDR INSTRUCTIONS. I 67,540.86 15,365.89CR .00 15,365.89CR PAYHDfT. DetKh the top portion 0' thh Notlc. end lubIIlt ....h your plrant .edI p.wlbl. to the "... Wld IMkIr... printed on the r.v.r.. llde. -- If RfSIDbfT DEaDEHT uk. check or ItCIMW order p.y.aJI. tal REGISTE.R OF WILLS, AGENT. -- If tof-RUlDEHT DEaDEHT ... check or ....wy order p.ylbl. tal CDttttONWEAL TH OF PENNSYLVANIA. REFUND CCA)I A nfuM of . tax credit, which v.. not r.....t... on the 'ax Return, ..y be r.que.t... by cCMIPI.tlng .. .Appll~tlon far R.fund of Pennlylvanl. InherltlnC' Wld E.tat. T.x. CREV-1SIS). Application. .r. .v.l1~1. .t the Dfflca Df the Real.t.r of Willi, ~w of the Z3 R.venue Dlltrlct Offlc.. Dr froe the o.p.rt-.nt'. 24-hour an...rlng ..rvlc. nuabarl fDr for.. orderlngl In Penn.ylvanl. I-IDD-S6f-Z05D, out.lde penn,Ylvanla Wld vlthln locII Harrl.burg .r.. (717) 787-ID94, TDDI (7171 772-2!52 CH..rlng lapllred only). REPLV TDI ou..tlon. raprdlng arror. contllned on thl. notlc. should be IIddnlled tOI PA Depart..,t of M.VIf1Ul, lunau of Individual TIX", ATTHI Pa.t A......-nt A.vlew unit, Dlpt. 2ID6DI, Harrltburg, PA 171'8-D601, ~ C7171 787-65D5. DISCOUNTI If env tlX due I. p.ld vlthln thr.. C51 calendar aonthl .ft.r the decadent'. death, . flv. percent (5~) dl.count of the tlx paid I. III~. PfMALTVI TM 15X hx a.'Mt.ty non-particIpation Plf\lllty II CCNIPUted on the total of thl h. ... Inter..t ......ed, and not plld bafDr. January 18, 1996, the flrlt dI)' .ft.r the .nd of the tlX .-na.ty perIod, INTtRESTI Int.r..t 1. charg.d beginning vlth flr.t dl)' of dellnquencv, Dr nine. (9) eonth. Bnd on. CI) dlY 'ros thl date of delth, to the det. of ply.ent. Tlx.. which blc... delinquent b,'ar. J8nUlry I, 198! be.r Int.r..t .t thl r.t. of .Ix C6~) p.rcent p.r annua calcul,t.d It . dIlly r.t. of ,000)64. All t.M.. which bee... delinquent on and .ft.r Januery 1, 198! viii ba.r Intlr..t .t . rlt. which viii vlry fr~ callnd.r v..r to clllnd.r y..r vlth that r.t. announc.d by the PA Deplrtlent Df R.venu., The appllcabl. Int.r..t rat.. for )98? through )999 Ir'l V..r Int.nlt Alt. Dally Intlr..t Fletar y..r Jnter..t R.tl O.Uy Intlr..t factor 198! zax .000541 19aa-)991 llX .ODOSOI 1983 lOX .DDUsa 1992 OX .DOO!47 1.14 llX .UnDl 1993-1994 7X .DOOI9! 1985 15% .Un56 1995-)998 .. .000247 1.16 lOX . DDDZ74 '999 7X .DDDI9! 1987 'X .UOZ"" --Int.r..t I. c.loul,tld I' fallow.. INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Afty Hotlc. I.sued .ftlr thl tl. becoaa. dlll~t viii r.fl.ct ~ Intlr..t cllcul.tlon tD fifteen CIS) day. barond thl date of thl ........,.t. If pI)'8lnl II IMIa .,tlt the Int.r..t COlpUt.Uon at. atMM'l on the Hotlc., additional Int.r..t au.t be calcul.ted. r - ,-----. .~......,._-............ - - - ,> 1 I I r I ~-'" 1 1 . I II I I i I I I 1\ II PAYIIDfT. Detach the top portion of thh Notl_ and ....It with pur pav-1t ... payable to tfM n-. and addr... Printed an the reverM .1.... -- If REIJDEJfT DltmENT ... chick or IIOMY order payabl. tOI REGISTER OF WILLS, AGENT. -- If HOH-AESIDDfT DECEDENT ..a chick or ~y order Plyllbl. tal cotttIONWEALTH OF PEMtSYLVAHIA. ADUCD (CRh #. r.hnd of . tp credit, ....Ich WI' not r......ted an the Tax R.turn, ..y be rMIUIst.t by coapl.tlna an -application for Rtih.nd of Pennsylvania IrlwrltWtCtl and Estat. Tax- CAEV-l31SI. Appll_tlons 'r. n'IIllllbl. at tfMt Office of the Real.t.r of WIUs, My of the 8 R.vMUI District Offlc.. or froe the DIINIrt..,t'. '4-hour an....rlna ..rvlce nuaber. for '0,.. ordering, In Pennsvlvanl. 1.IDO-S6Z-2'5D, out.lde Penn'Ylvanl. and .,Ithln local Harrisburg .r.. (717) 717-1094, TOO' (717) nz-usz .....rlng 1..lrlld only). REPLY Tar Question. regarding error. cont.IMd on this noUN ahould be addr..HCI tal PA Depart...,t 0' R.v.nue, Bur..... of IndividUal TIMI', ATTHI Po.t A....llent Review unit, Dept. Z10601, Harrisburg, PA 17121-0601, phone (717) 717-6505. DISCOUNT. If 8M' tu due I. plld .,Ithln thr.. (5) calendar IIDnth. .ft.... the _....,t.s death, I flv. percent (51) dllCDUnt of the tu paid is .1Iowed. PEHALTYI The 151 tu ......ty non-participation ,..,.ltv II COIIpUtld on the total of the tp and lnter'lt ......IId, Wld not paid bafor. .....ry 11, 1996, the first dIIv after thl tWMI of the tlM ......Y period. IHTEIIEST. Int.r..t Is charged beGlnnlna vlth fIrst day of dllInquancv, or nine (9) IIDnth. Wld one el) day 'ros the dlt. of dnth, to the dIIt. of ,.~t. TIM" which ~ delinquent bI-'ore J8nuary 1, 1912 bur Int.r..t at the r.t. 0' .be C6~J percent ,.r IMUI c.lcul.ted at . "'Ib r.t. of .DDOIM. All taM" which bee.. delinquent on and .ft.1'" J~ry 1, 1912 vIII ~r lnt.r..t .t . rat. which viiI vlry fru. ~l~ar V'lr to calendar y..r vlth that rat. ImOU'lCId by thl PA Dlpart-lt of Rayenue. ThI appllcebh Int.r..t r.t.. for 19aZ through 1999 lrel V..r lntar..t Alt. D.lly Int.r..t Factor y.ar lnterllt R.t. DailY Int.r..t faatar 1912 zoX .DDa54a 19a1-I991 IlX .DlDSal 1915 'OX .OOOUI '99' .X .DlDZ47 ,- UX . GlUIl 1991-1994 n .GlU9Z 1915 'SX . DDDS56 1995"1991 OX .OUZ47 '916 lOX .DIU74 '999 n .GlUtz '917 OX .ODU47 --Int.r..t 1. calcul.ted .. fallow.. IHTEREIIT . BALAllCE OF TAX UNPAID X HUKBER OF DAYS DELIHQUENT X DAILY IHTEREIIT FACTOR ....AIW Hotlca IsIUId .ft.r the tax bee... delinquent "III nfJaat an Inter'lt calculation to flU"" (151 day. beYOnd the d8tl 0' thrI .........t. If P8YMftt Is ud8 .lter thft Intarllt aoaput.t1on d8t. .tIOWl on the Motlcl, eddltl0n81 tnt.r..t .u.t be calcullted. _..,._"'....~.._....-"_...._.__..,._....~.__c,..... .. , 1~'1tJ-I COMMONWEALTH OF PENNSYLVANIA DEPART"ENT OF REVENUE INHERXTANCE TAX STATEMENT OF ACCOUNT c., *' BUREAU OF INDIVIDUAL TAXES INHERI'AHC[ TAX OIYISION DEPT. 28060 I HARRISBURG, PA 11128.0601 "_.161'" "'"1-"1 RONALD D BUTLER ESQ 300 N 2ND ST PO BOX 430 HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-20-1999 MOYERMAN 06-09-1995 21 95-0465 CUMBERLAND 101 SUE , ,'. PA In08 Aaount R..ltted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTEl To lnaura proper credit to your account, .ub.lt the upper portion of thl. fo~ with your tax pay.ent, CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiy=il.lf'nif-"FP--ril'i=99y------liiiio--iiiiiiiiil:liilc'E-i'liinljiifEH'ENi-ilTlicCDuiif--.-ili--------------------- ESTATE OF MOVERMAN SUE FILE NO.21 95-0465 ACN 101 DATE 09-20-1999 TNIS STATENENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS DF THE STATED ACN IN TNE NAHED ESTATE. SHOWN BELON IS A SUNNARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYNENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 06-17-1999 PRINCIPAL TAX DUEL 416,607.24 PAVMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 09-08-1995 AAD82118 13,947.37 265,000.00 06-11-1996 AA112922 3,196.19- 106,100.89 11-18-1996 AA146951 1,373.52- 36,128.69 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 416,607.24 .00 .00 .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN n, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"' ICRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I PAYMENT I Detach thl top porUon cf this HoUc. .m .ubalt vlth your p."..nt ... p.yllbl. to the nIH and IMkIr... prlntlld on the ,,,,,rs. .Ida. If RESIDENT DEaDENT uk. chick or IMMMY order p.yllbl. tOl REGISTER OF WILLS, AGENT. If NOH-RESIDENT DECEDENT .... check Dr ItCIMY order payable tOI CottHONWEALTH OF PENNSYLVANIA. REf'UND (CAll A rafund of I to credit, which .... not raqua.tad on thl T.. A.turn, .ay be nque.ted by capl.Ung Il"I .Appll~tlon far A.fund of Penn,Ylv~l. Inherltanca ~ Eat.t. Tax. CREV.1S1S). Application. ar. .v.llabl. .t the Offlc. of thl Rea....r of IUU., any of ttM U R.v.... Dhtrlct Offlc.. Dr froe the o.partHnt.. 24-hour an....rlng ..rvlc. IUIbIra for '0.... orderlngl In P.......vlvllnl. 1-1100-362-2050, out.lde P..",.ySV...la and ..lthln local Harrisburg .r.. (717) 787-80~, TDOI 1-IOD-447-S020 IServlc. for t.-ply.r. ..Ith speelll hlarlna ~ ""..Ing ,...d.l. REPLY TOI Que.Uon. rlg8rdlng errors contained on th" notlc. shoUld... addralled tor PA Dep.rt.....t of R.v....., Bunau of IndividUal T.x.., ATTNI Paat A......-nt R.vl.w Unit, Dept. 210601, ~rrllburD, PA 171Z8-06Dl, phone (717) 717.6505. OISCOUNTI PENAL TV. IHTERESTI If any tax dUa 1. paid vlthln thr.. (3) calendar .antha ..t.r the d.cadent.. d..th. . flva p.rcent (Sl) dl.count of the t'M p.ld I. allowed, ThI 15% h. ..,..ty nan-partlclp.Uan plftllty Is cottpUt.d on the tatll o' the tax and Intar..t .......d, ... not p.ld b.fan JllnUary 18, 1996, the first day aft.r thtl and of the tall un..ty period. Int.r..t I. charg.d b.glnnlng wIth flr.t dlY of d.ll~y, or nln. (9) ~th. end ~ II) day frOl the data of death, to the data of pIYMnt. TaM" which bec... d.llnquent before Jlnuary I, 1982 bier Intsr..t at the rat. of .IM (6%) p.rcent p.r ~ c.lculltld .t I dally r.t. of .000164. All ta... which b.c... d.llnquent on and .ft'r Jenusry I, 198Z ..Ill blar Inter..t .t . rat. which will vary fr~ calend.r yeer to c.landlr ye.r vlth thllt r.t. ~ad by the PA o.par".nt of Revenu.. Thlappllcabl. Int.rut rat.. far 1982 through 1999 "'1 VH' Inter..t R.t. Dally Inter. It Factor Year Inter..t R.t. Dally Intera.t Factor 198t ,ax .DD0541 1981-1991 IlX .DOUDI 1983 lOX .OD04S1 I.., .. ,DOD20\7 1904 IlX .DOOSDI 1993-1994 n .000192 1985 lSX .UOS56 1995-1998 .X ,ooot0\7 1906 lOX .U0274 1999 n .000192 1987 'X .OU247 --Inter.st I. calculated .. follow.. INTEREST .. BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlce I..ued aft.r the t.x becoaa. delinquent ..Ill r.flect an Int.r..t c.lculatlon to flft"" 115) day. beyond the d.t. of thl ...........t. If payaent .. -.dI .ft.r the Inter..t coaput.Uon data shawl on thl Hotlc., additional Intar..t au.t be cllculated. /5-40-/ COMMDNWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT c... * BUREAU OF INDIVIDUAL TAMES IHUERIUNCE TA)! DIVISION DEPf. ra060 I HARRISIURG, PA 171Z8-0601 RDNALD D BUTLER 3DO N 2ND ST PD BOX 43D HBG ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 111.161111"","."1 09-2D-1999 MDYERMIIN 06-D9-1995 21 95-0465 CUMBERLAND 201 SUE PII 171D8 A.aunt bill tt.d MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER DF WILLS CUMBERLAND CD CDURT HDUSE CARLISLE. PII 17D13 HOTEl To Inaure proper credit to your account, aubmlt the upper portion of thla fo~ with your tax pay.."t. CUT ALONG THIS LINE ~ RETAIN LOWER PDRTION FDR YOUR RECDRDS ~ iiEY:i6iWEX-jiFP-m-:m-------ii..--iiiifERiTAiic'E-TAX-STATEiiENT-OF-Accoi.iiff"-iiliii--------------------- ESTATE OF MDYERMAN SUE FILE ND.21 95-0465 ACN 201 DATE D9-20-1999 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A S~ARY OF THE PRINCIPAL TAM DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND. IF APPLICABLE, A PROJECTED INTEREST FIGURE. DIITE OF LAST ASSESSMENT OR RECDRD ADJUSTMENT. 06-04-1999 PRINCIPAL TAX DUE. ._________.._____._ PAYMENTS (TAX CREDITS). 155,19D.16 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-18-1996 A11146951 9.736.32- 63,871.31 D4-13-1999 A11354706 .00 43,265.01 04-14-1999 A11354711 21,304.13- 79.094.29 TDTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 155,190.16 .00 .00 .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN tl, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I PA vttEHT I Detach the top portion of this Notic. and aubelt ..lth your paynnt .8de p.yllbla to thrl ,.... ... Ilddr... printed on the rever.. .IIM. If AfSIDElft DECEDEHT ... check Dr IIDneY ordllr payabl. tOI REGISTER OF WILLS, AGENT. If NOH-RESIDENT DECfDENT uka chick or ltOnIy order p.v-bl. tOI COHHOHWEAL TH OF PENNSYLVANIA. REfUND (eR) I A refund of . tax credit, Nhlch .... not reque.tlld on th8 Tax R.turn, ..y be reque.tad by coaplaUng M .Appllcatlon for A.fund of Penn.ylvanla Inherltanca and Est.ta Tax- (REY-ISIS). Appllcatlonl ar. .vallabla at the Offlc. of the RIGI.t.r of W1118, MY of the 23 A.venus Dlltrlct Offlca. or frGa the Dapartaent.. 24-hoUr an....rlna .ervlc. nuablr. for fora' orderingl In Penn.)'lvanl. 1.100-36t-2D50, out.ldII Penn'Ylvanl. and Mlthln local Harrisburg .r.. (717) 717-8094, TDOI 1.800-447-30tO CS.rvlc. for taxp.y.r. vlth special Maring and apeMlng neld.). REPLY TOI QuI.Uon. regardlna errors contained on this noUc. should be IIddralled tOI PA Dep.rt.....t of R.v......, 8ur.... of Individual Taxa., ATTNI po.t A....~t R.vJa.. Unit, Dept. 280601, Harrl.burg, PA 17128-06Dl, phona (717) 787-6505. DISCOI.IfTI If MY tax dull II p.ld ..lthln thr.. (5) calander IIOf'Ith. after the decedent'. d.ath, a fiVl ,.rc...t (5X) discount of the tax paid I. all~, PENAL TYI TlM 15% tluc aana.tw non-partlclp.tlon pen,lty II COlrpUted on the total of the tax and Inhre.t ......ad, .-lei not paid before January 18, 1996, thl first day after the .nd of the tax ......ty p'rlod. IHTEAESTI Inter..t I. chlrgad beginning vlth flr.t dey of delinquency, or nine (9) .anth. Bnd one (1) day frOl thl dat. of death, to the data of pay..nt. TeM" which b.c... dell~t b.for. January I, 198t bear Inter..t .t the r.t. of Ilx (6X) p.rcant Plr annua c.lculated at a d.lly rat. of ,000164. All ta... which b.c... d11llnquent on and .ft.r January 1, 198Z will b.ar Intar..t at . r.ta which ..Ill vary fro. cllandar y.ar to calender y.ar vlth that rat. announced by the PA Oaplrt..nt of Aavenue. The appllcabla Int.r..t rat.. for 1982 through 1999 .r'l V..r Intarllt Rat. Dall)' Int.r..t F.ctor Y.ar Inter..t A.t. Dally Intar..t Factor 198t .OX .OD0548 1918-1991 llZ .00D3U I'" 162 .000458 199' 'z .000247 I'" llZ .oonu 1995-1994 7Z .000192 1905 I" .0DDS56 1995-1998 'Z ,OOOt47 I'" 10' .000274 1999 7Z .00019t 1917 .. .00DZ"7 --Int.r..t I. c.lcul.ted .s follow. I INTEREST a BALANCE OF TAX UNPAID X NUft8ER OF DAYS DELINQUENT X UAILY INTEREST FACTOR --Any Notice l..ued .ftar thl ta. bacu... delinquent viiI r.flect an Int.r..t calculation to fifteen (151 dly. beyond the d1t. of the ...........t. If plYMflt 11 IIIde .ftor the Intarllt cDlllPUtatlon date shown on the Notlcl, additional Int.r..t .u.t be calcul.ted. ~ JRD/JuDe 30, 1992/17858 . , . REGISTER OF WILLS Cumberland Counly Courlhouse One Courlhouse Squore Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVAMA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Couosel: RON)\I.D D. BU'l'l,J:;H, J:;l:iQ., RE: Estale of SUE MOVERMAN I Deceased, Late of CAMP HILL BOROUGH Estale No.: 21.1995 -4 65 Date of Decedenl's Dealh: JUNE 9, 1995 Pursuanl to Rule 6.12, the above Darned personal represenlalive or the above napted attorney, if applicable, within two (2) years of the decedenl's death, and annually thereafter until administrallon is completed, is required to file with the Register of Wills a StalUS Report as rCC!ulred by Rule 6.12, in substantially the prescribed form, showing the date by which the personal represenlalive, or attorney, as applicable, reasonably believes administration will be completed, The pUlpose 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 WUls Is required to notlfy the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hoaring to determine whether sanclions should be Imposed upon the delinquent personal representative and the dellnquenl personal representative's couosel, If any. Accordingly, If the requisile Status Report Is not flIed by AUGUS'I' 6 , 19.2..7 you are hereby advised that a request wUJ be submitted to the Court in accordlllce wllh Rule 6. 12, ~" ,.J r Date: Jur.Y 23, 1997 DistributioD to Estale File .. ..,... '11oooo0 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Sue Noyerman Date of Death: June 9, 1995 Will No. 21-1995-465 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: 7/1/98 3. I f the answer to No. 1 is Yes, state the following: 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 :::::' ':::I~:Ph.".' CO,,", ."d m.y be 7JI;~kepo"" Signature o Rnnnld D_ But If!T'. Eeqwfre Name (Please type or print) 300 N. Second Sl., P.O. Box 430 Hnrrisburi' PA 17108 Address -~ -' ( c' Q;'l N ._J .~'-l . > ( 717) 236-1485 Te 1. No. c:t": !'"- ~? Capacity: Personal Representative X Counsel for personal representative .Q:; 0(.) (MAH I rmf/ AM3) ,. '.w ~ ./ STATUS REPORT UNDER RULE 6.12 Name of Decedent l Sua I>byenmn Date of Deathl June 9, 1995 Will No. Admin. No. 21-1995-0465 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of tha above-captioned estatel 1. State whether administration of the estate is completel Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be completel December 31, 1998 J. 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 anYl 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 0.5. the Orphans' Court and may be attached t~o this report. -0 If\ r.:'." fi ~ II) "0:: '//J ~ pti~ te l i1-23-98' CrY C ~ signa~ure N , 0....1 U.u mQ: a: ~ ~ Ronald D. Butler, Esquire Name (Please type or print) 300 N. Second Strecl:, Penthouse P.O. Box 430 Address Harrisburg, P^ 17108-0430 (717 ) 236-1485 Tel. No. ,i) . ..u :fi~ u8 CapacitYl X Personal Representative Counsel for personal representative (HAHlrmf/AMJ) .......;.~..._..".. . . _.~.~_.;...-..u___ --._- ,-- .- "~.:A ~- .~.. , , \-4 JRD/Junc 3D, 1992/17858 REGISTER OF WIU,S Cumberlnnd County Courthnuse One Courthouse Square Cnrllsle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel: OONALD u. WILI".l<, r;:;..J., RE: Estate of SUB MOyr;~ CAMP HILL BOROUGH Estate No,: 21-1995-0465 Date of Decedent's Death: 6-9-95 , Dcceased, Late of Pursuant to Rule 6.12, the above named personal representative or the above named 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 Status Report as required by Rule 6.12, in substantially the prescribed form, showing the date by which the personal representative, or a\lorney, as applicable, reasonably believes administration will be completed. The purpose of this NQtlce is to advise you that unless the requisite Status 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 delinqueney and to request that said Court conduct a hearing to determine whether sanctions should be Imposed upon the delinqucot personal representative and the delinquent personal representative's counsel, if any. Accordingly, If the requisite Status Report Is not filed by 8-3098 , 19_, you are hereby advised that a request will be submitted to the Court in accordance wilh Rule 6.12. ~'1f',~pu/lfJrJ-~+ Deputy Register of Wills ;, Date: 7-15-90 Distribution to Estate File STATUS REPORT UNDER RULE 6.12 Name of Decedent: Sue ~Ioyermnn Date of Death: June 9. 1995 Will No. Admin. No. 21-1995-0465 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: December 31, 1999 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 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. ;!u/Jko- Signature Ronald D. Butler, Esquire Butler Law Firm Name (Please type or print) 500 N. Third Street, 12th Floor P.O. Box 1004 Address Harrisburg, PA Date: Mav 6. 1999 17108-1004 c..' ( 717) 236-1485 Te l. No. '.- ~',; \ Capacity: X Personal Representative Counsel for personal representative ,--.; f......~ ~ ~_. (HAH: rmf! AM3) STATUS REPORT UNDER RULE 6.12 Name of Decedent: f.:1I0 ~tn\'0n1\'1Il Date of Death: June ~, 1~% Will No. Admin. No. 21-19~5..0465 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 X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: J. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. siqn{({flJd~ Ronald D. Butler, Esquire Butler Law Firm Name (Please type or .print\ 500 North 'fillrd Street, 12th i"lobr Harrisburg, P^ 1710 1 Address Date: MeW 9. 2000 u .'.2 ..., >r . ':, -,'"' , ~- E:! o .. ...1 ~:,' Uw <ua: a: '- $ ,,- '.l' ..0 .ol-. r' illi= - ~ UU Personal Representative Counsel for personal representative (717 I 236-1485 Tel. No. !3 Capacity: X (MAHI rmf/AMJ)