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Home My WebLink About95-00541 J' ~. ......- -. - . Thi. i. III (u,il)' Ih.1I 11,,' i"hllll1.'"1111 h..Il' ~i\l'1I "".II.,d) '''I'.nlhllll1 ..11 ,"i~lI1.d <<.<<ili',"l'lIl d".lIh dill) til...! wilh 11\.. 01' 1",,"1 \le~i"'''. The ," i~ill.\lle"ili(;lIl' will he Imw.lI.bltu ,h.. S,,"e Vi,,,II\cLO"''' (lllke lur l'ell1\.1I\l'"1 liIill~, hi' WARNING: It II lIIogalto dupllcalo thll copy by photOltat or photograph. Fcc lor Ihis ('l'rllfiLitlc. $:!.<<K) 12~~;OJu-/ 3105391 __d~t1- gP;j" I{';' -- ------ No. ..," .,., eO....ONWI.AL1H 0' PINNIVu..MIA. 0."'"1":00 0' HtAL1H . V"AL JIIICOJIIOI CERTIFICATE OF DEATH , .._1".-' ., Ju.' U 199~ ..,,'.';.0; .0 , . t. F tMail.-'- " ~o ~- - - 66 1 wht.let ....... ,................-... .. . C...bo!Jl,(Md CaJllut'e .- .~..~.."...........-. - ._._._1 h"","" Vl ~ ......~__'..... 206 we,t ~. Sto..t .. Il\7.bUl.t BottD!ll, PA 11266 ,......... ___-UOlll Wat.<AlO Lee Vl6 C to'kVl"R. MeB.th ,t._ p~ iJ1.!It(~. soutlt H""!1M- - OU.ltlllN1. .rlll"4 M_"" .-.-."- ........"'1 .. _0 - -- ~ ....-...-.... ..,.-...---..- .... ...._.......-.....1-.......-" 1_- .=-'= I -............. ..~..........,........-....- -..-- --...-..---'--- \*....-_........- ---..-,- ,-.-- ..............- ~..--- :::.-::::.::;:~ c.MIII..-......, --- .............u.n \-,U 'N(,. cl\t\J:. t Q.. IJlJ(m~..'..."..rI,..~...., u, . ~ ... C1 \/' pUlmlOl'l'-'.'I......'..~I.t,'1 -- \: ,~_,........ - ~t!"..... ~- ~:i:i=;:''' ::. -~- :::_ ~i .... ,~.-. _ O,.\J. ...0 ..'\;., _ n ~-I"-- ll~, t ---~ 'r T .........""'.... - --" ... tJ_, ~~__._____..,....."..P,...6"O.,-,..-."....-,.:.,:.. ...............-...........---........---M...... ,- . ,- . ..' J)t. tOll....~.Il...",~~...I.., .uJII" ..,.., llf _~" U"N ... ",(J ...U . . -1IlD.,..,...~-...'.,,-......._...,....-..,.-"',-1 ".............--.._........".._._ ....._..__._.......__M--.' .. ,., "' .:-7 '/-1 ~,; r flIl -:'1'.....- PD Cnff;V ~ I2LI!-Jl.,t..; .-.DI =-=-,,:::~~~:~,~,~:~~~~'~~"~:~'~~:~'~~~~'~ ., D. .. ~iJ2,M . US-S6-,[Z ", .... ~ ," I,ART WIl.L MID TBST^MBIlT I., DORIS Jll^N MCBETH, bolng of sound mind, mAmory nnd IIndorstnndlng, do moke, publ1sh, 111111 ,loelllro thJs my Lllst Will IIl1d Teatnmont. hnt'cby revoking nil prior wlllo nnd codicils mndo nt DOY time before by me. FIRST. I diroct thot 011 my fllnerol exponsos bll pulll oS soon ua prnctlcnl of tor my denth. SECONll. r direct thllt my two SOliS mny cOlll1nll1l to roslde In my home for such period of tlmo os they sholl desire or IIntll they should marry or mlltually ogree t.hnt the homo shollld bn sold, Within ono yonr of the dote of my deoth, r dlrnct thot my nxecutors obtoln two Indepnndnnt opprnlsols of the sold property ond grunt to my son Christophor Royce McBeth tho option to pur chose the sold property for 33% of the overogo of tho two npl,rolsnls. Should ho oloct not to purchoso the soid proporty, thnn In thnt event, ood If tho'continglnclos set forth obovo hovo bcon mAt., I dlroct thot tho proporty be sold ond tho proceods of sllch sole dlvldod os follows: 1/3 of such procoods to ^nthony Todd McBeth IInd 2/3 0[' sllch proclleds to ChrJstophor Royce McBeth. per stirpes. Christophol' ROYCll McDllth moy liRe his Inturllst sot forth hereJn ns purt of hIs pllrehllse prJce should ho oloet slleh purchase, It is not my intention to show fovoritlsm heroby but ChrIstopher ROYCll MeBoth hus holped to puy for my home nnd helpod molntoln the sold home and thIs provision heroin Is vlewod os a return of his poronslll Interest In the snld property, H. ANTHONV ADAMS _ ATTORNEV AT lAW. 1J.1 EAST KINO ~TAtI!T - SHIPPCN!UlIJRO. PENNSVl.VANIA lTit,., TIlIRD. Tlw r"at llnd rllaldull of my "atntll, 1m It rnnl, mlxlld or pernonn I. whotsoevlll' nnd Whlll'lIver' Ii! tunlu I III VIl. dnvl Sft end bllquon lh to my aOIIN, Anthony Todd Mcllllth IInd Chrlstophlll' Roycll McBeth In olJlIn] shnron, nhnl'e nnd shnl'lI nlJkft, pOl' nUI'plls. FOURTH. I nomlnnto /lnd /lppolnt ANTIlONY TODD MCIlETH nnd CIlRISTOPHER ROYCE MCBETH nt thn EXftcutora of Lhls, my Lont Will nnd Tea tnmllnt. IN WITNESS WHEREOF, I. DORIS .IEAN MClIETH, to thla my Lnat Will nnd Testnmont aot my hnnd nnd Ronl this , ,~h dny of l\4~^^^....Q""" (.:. 1007. Sworn to nnd subscribed, duolnrlld nnd pubJJ ahed by Doris .1eon McBeth, os her tnat Will nnd Testnmont, nnd no done in the presence of we tho wltnoaaea, who sign nt her request, nnd in hor proaence /lnd in the proaenco of enoh othor. A-,<k;;/ fk",., ;?) ('~SEAL) tY COMMONWEAI.TIl OF PENNSYI.vANIA: :SS COUNTY OF CUMBERLAND I, Doria JU/ln McBeth. the Teatntrix. whoae nnmll ia aignud to the forogoing Inatrument, hevlng bOlln duly qunlJfled nccol'ding to lnw, do hero by nCknowlodge thnt I algned ond executed thu inatrumt!nt ua my Lnat Will nnd Tostnment; ond thnt I signed it Willingly; and thot I signed it na my froo nnd volllntnry nct for the pur po son therein oxproasud. P...t.':; 4""-,...... ;?;; t!~E4.j Sworn to nmd ncknowledlled, beforll mil by ,:J Doria ,Ionn McBeth, thll Tustntrlx :"h.'<h '" ',1:>.-, .~, "" (:; ~UA ~I,L~: r;~__ otnry Publjc :;~:"d..:j _>.;;,:.', ",,"X: !l,':'HV Pl!blic 511:';',:r:.1,';['1, (''''):~ '11,;:01 (0.,1\1, M'I (cmrni::.~iol1 [;.;piICS Junu S, 1989 H. ANTHONV ADAMS. ATTORNEV AT LAW. IJZ I!AST HINO snU:ET _ 5f11Pf>ENSUURO, PENNSVL....ANIA lfl!U --'-'''''--''. ..:::;; :".::':'_:: _l~+~"'-"";'- .._~~._ I-p ,'.~-~ 1 '<C' , I I " COMMONWP.ALTII OP PENNSYLVANIA: :ss . , \ COUNTY OP CUMBERLAND Wo, II. Anthony AdRms 1\ DRWII M. Shoop, tho wltmlsses whose nomos ore aigRed to the foregoing Instrument, bolng duly quollfled accordlug to low, do dellose alld soy thnt we woro present IInd SIIW the TelltotrJx, sigll nnd exeoute the instrument as her Lnst Will end Tostnment; thnt she sJgned willingly IInd thnt she executed it lIa hor free Ilnd voluntary oct for the purposa therein expressed; thnt Bach of us In the hearing and sight of the Testatrix signed the Will liS wltnessell, nnd thut to tho best of our knowledge the Tostotrlx wns at thnt time nt loast eighteen (1B) or more yenrs of nge nnd of sound mind ftnd under no constraint or unduo InCl uenee. ,,1 .' :' Sworn to nnd subscribed before me by H. Anthony Adnms ftnd Dnwn M. Shoop the w }nesses, this ~ dRY of , 1907. (;)G(.~~ My Expires: ~HAI1,0N c\,~tr.~:lt M.:'MS, N,,'!IY Pllbllc ~'llflP~n\lllJlg. (IJlli!n}rlilnd Co., PlI. IAi Comlnllll.n [xpl". Juno 5, 1969 , H. ANTHONV ADAMS... ATTORNE.Y AT LAW... tJl EAST KINO 51AEET ... 5HIPPEH5bURO. PeNNSYLVANIA I1Hf -,-. --.....-.--... ~~ _'_'_~';':;"'_~~''-';;;''~~_'''''''''___________ ____ _ _"__"___ _"-________..... _~_1- ,- 'OlD HUt X,i^ tt~t~lii~~~tt~~~~~~~M~~WEA~TH"OF ..E~NS~LVANI~<c' .~': ~..., r~Jri.~~)i?~;,~~~~~~lo.pi?,~{~Ii~(i;;:.:~~~~:~fu~:N~~ ~:~:~:AN~I AN~'~STAT~~A~. ACN ASSESSMENT Il' CONTROL ... NUMBER RECEIVED FROM. i ~,'~,i~.',:'.~C: ;;' ',~', :~\.".,:>~'>".);: -lJ",;" '~:'. .._.}~,,";;.~)..:. . '~; .......,.., ,.c'._ >~'.:: .' . ... AMOUNT .I!,':!l7.00 rOIDHUf .2.937.00 REMARKS / I DO (! -_/ .. ((1(,14',1)./ 51 NA It/' .' MARY C. LEWIS ,.':/fr/", REGISTER OF WILLS '.'- .'f 'I' ! ... ._, --._~--:-~ f - MCBETH ANTHONV T. 407 NORTH FRONT STREET 101 .7 'I / ___~:-;-__---'-'---------~'::~''':'':''''i.7::,'77"'':--:-'~~.--'-----:----------~~-""----"t-'.'77~, HARRISBURG, PA 17101 ESTATE INFORMATION. !:'I FILE NUMBER ~ 21-199:5-0:541 !:'I NAME OF DECEDENT (LAST) ~ MCBETH DORIS JEAN II OATE OF PAYMENT EJ POSTMAR E COUNTY SSN 200-22-7461 (FIRST) (M" CUMBERLAND DATE OF DEATH m TOTAL AMOUNT PAID ANTHONY T MCBETH ESQ SEAL CHECK. 11 03 REGISTER OF WILLS RlV.UOO tIC + 17.9"1 * INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) FOR OATIS OF DEATH AnER 12/31/91 CHECK tlERE IF A SPOUSAL POVERTY CRlDIT IS CLAIMED 0 Fill NUMBER 21 COUNIY CODE OfCfDfNI', COMPUIf ADDIlU Future Inlerest Compromlle I'or do'" 01 doalh allor 12.12.821 Oeceden' Died Tellore 0 7. Dendenl Malnrolned 0 living Trull IAllach copy 01 WillI (Allach copy 01 Trulll CORRESPONDENCE :ANO'CONF/DENTIAL\TAXlINFORMATlON'SHOULO'BE,OIRECTED'TO,'rAI.I- thony T. McBethr Esquire c~\3~""W~'l:-1!'I\" rant Street Harrisburg, P~,17101 15 fil fll '" COMMONWEALTH Of PENNSYlVANIA DEPARTMENT Of REVENUE DE'T.2.0601 HAUIS.URG. PA 1712..0601 DE IDtNI'S NAME IlAn, fiRS . AND MIDDLE INITIAll MCBETH DORIS J. SOCIAL SECUIUfY HUMin 200-227461 1995 YEAR 0541 NUMBER DATE Of DEAIH 6-28-95 fI'U"ICAIU,IUI"'VINQ lPOUII'1 NAM' fl.'Il. 'II" AND /OIIPCHIINIIlA1J l!! ..:s.. u"''' w,,-u ="'9 u~... N/A !Xl 1. Original Relurn o 4. L1mllod Ellolo \iJ6. o 2. o ~a. DAIf. Of IIIIH 5-7-29 Supplemenlal Relurn 03. OS, CL8. Street m, PA 17266 enONSI :iJ15 "'''' "'z B~ (11 S2.000.00 ( 2) _n_ (31 -0- (~ ) -0- (51 11dF; 00 161 2950.00 (71 0 ( 81 19) c;F;OA 00 (1011535.00 Ill) (12) (13) (14) (151 (161 (171 x,__ 48,953.00 x ,06_ x .15 . Remainder Relurn Ilor dalol 01 doalh prlarlo 12.13.821 Federal Ellale TalC Return Required Tolal Number of Safe Depollt BaKel I 5G.O~G.OO 7143.00 48.95::!.00 -0- 48.953.00 N/A - 2937.00 N/A 29:37 00 -0- -0- 2937.00 + + 20, If line 19 II grealer Ihan line 18, enf.r fhe diff.rence on line 20. Thllll the OVERPAYMENT. aD 21. If line 18 II grealer fhon line 19, entor the difference on line 21. Thlllllhe TAX DUE. A. Enler Ihe Inlerell on lhe balance due on line 21 A. B. Enlor Iho 10101 of L1no 21 and 21 A an L1no 21 B. Thll II ,ho BALANCE DUE. Male. Checle Pavable to~ Regllter of Will., Agent BEISURI 0 :A.NSWE L QUESTIONS ON REVERSEISIDEIANDATOlRECHEC Under penalties of perjury. I declare Ihat I have uamlned thll relurn, including accompanying schedules and Italem.nll, and 10 'he best of my knowledge and belief, It II frue, corred and complete. I dedo,. that all real estale hal blln reportea of true morxel value. Declaration of preparer other than the penonal repre..ntallve II baled all Information 0 which pre orer hat any knowledg.. SION e or 'USCH uno lilt . G AUURN ADDU DAte /' Ie'). '~l-~ DAlf. z '" 5 ! '" 1. Roal Ellalo ISchodulo AI 2. Slach and Band. (Schodulo B) 3, Clo.oly Hold S'ock/Pa"no"hlp In'orolllSchedulo CJ A, Mortgages and Naill Receivable (Schedule D) 5. COlh. Bank Depollll & Milcellaneoul Penonal Property (Schodulo EI 6, Jolnlly Ownod Proporly ISchodulo F) 7. Tranlfo" (Schodulo GllSchodulo L) 8, Total Grall Anell (10101 lIn.. 1.71 9. Funeral Exp.nsel, Admlnlllrollve COlli, Mllcelloneaul bpen"l (Schedule HI 10. Debll, Mortgage llobllitl... lien a (Schedule II 11. Tolal Doductlan.I'o'al L1nol9 & 101 12. N.t Valu. of Eslole (Line 8 mlnul line 11) 13, Charitable and Governmental eequOlII (Schedule J) lA, Nel Value Sub ecllo TalC (L1n. 12 mlnul Line 13 15, Spau.al Tran.lo" I'or da'o. 01 doa'h allor 6.30.94) S.. 1",lructlons for Applicable Percenlage on Revene Side. (Include volulI from Schedule K or Schedule M.) 16. Amount of line 14 loxable 01 6% rate (Include valulI from Schedule K or Schedule M.) 17. Amount of line 14 lalCable 01 15% rale (Includ. valulI from Schedule K or Schedule M,) 18, Principal talC due (Add talC from lIn.. 15, 16 and 17.) 19. Creditl Spoulol Poverty Credit Prior Paym.nll Z Q i= ~ '" "- :II Q U ~ .... (18) Dlleount Inl.,..t Chcc" here if you arc rcqulntjng a ,efund of your ovcrpoynH.'nt, (l9) (20) ~--""j~~" ',. ., . .... .__...~~" - ~ (21) 121AI (21B) 2937.00 rrv:<:r'",,,,, .,.-/.. .. -.. '. ~_(.oi;_'\,...'I.......,..........._ It. 'Me II. '11'1 W cowrrlliN~tJlJ'JM::~l~'H" SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Ploa.o Print ar l' 0 Fll~ NUMBER 21-1995-0541 . Me BETII, DORIS J. AU _rty "I.tl,..w..~ ..Ith tho _ltIht of Su",lvonhl, mu.t ... dl.d...d .. Schedulo Fl ITIM NUMIIR DESCRIPTION VALUE AT DATE OF DEATH 1 . Various items bought by Kerry pae, Auctioneer $1146.00 On itom *1, I~C6 Ford Escort Automobile reported on Schedule F S 1146.00 (Allam addlllonal 8YaW )C 11- &heell If ma,. 'pac. I, needed.) :'~""":l"." . COMMONWEAUH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF MCBETH, DORIS J. FILE NUMBER 21-1995-0541 Jalnttonant(.). NAME A'Christopher R. McBeth ADDRESS 206 West Main Street P.O. Box 132 Walnut Bottom, Ph 17266 RELATIONSHIP TO DECEDENT son B. h Anthony T. McBet 102 Rosedale Hershey, PA 17033 son C. ". i" ., ." I I r .'. . Jalntly-ownod proporly. ITEM LmER DATE FOR NUMBEI JOINT MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST 1. A 1986 1986 Ford Escort Auto $500.00 50% $250.00 2. A 1992 Series EE Savings Bonds 844.00 50% 422.00 3. A 1985 Checking Account; Dauphin 1346.00 50% 673.00 Deposit Bank (acct.97-382 027 ) 4 . A 1987 Savings Account; Dauphin 1802000 50% 901.00 Deposit Bank (acct.493871 9541 ) 5. B 1992 Series EE Savings Bonds 1408.00 50% 704.00 Note Vall es for bonds at date of d ath entered on c )pies thereof by h ~nd, b' a representative of Daup in Deposit ank Ilnd Trust Campa (Cop es at! ached) TOTAL IAlsa enlor an IIno 6, Recapitulalla.) S.,qC;nonn ny. (II more spoc. ;s needed insert additional shull 0' same size) nY-1I1I tit {''''I , ITEM NUMBER A. B. 4. C. 1. 2. 3. 4. S. 6. 7. 8. ~:~,~" . -->>; COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RUUIN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES F Plea.e Print or Type FI E MB R DESCRIPTION 1. 2. 3. 4,. Funeral Expen.e.. Fogelsanger-Bricker Funeral Home, Inc. spring Hill Cemetery Robert Wyrick-Grave Marker Sally Davidson-Funeral Luncheon 1. Admlnl.tratlve Co.II, Penonal Represenfallv8 Commissions Social Security Number of Personal Representative: Vear Comml..lons paid 2. Allarney Fees 3. Family Exemption Claimant Addre.. of Claimanl 01 deeedenl's dealh Street Addre.. Relationship City State Zip Code Probate Fees Cumberland County Register of Wills MI.cellaneau. Expen.e.. Advertising-Cumberland Law Journal Appraiser/Auctioneer's Fee--Kerry Pae Automobile Inspection-Interstate Ford Death certificates-PA Dept. of Health Homeowner's Insurance Premium-Lititz Mutual Advertising-Carlisle Sentinel Real Estate Appraisal Fee-Heartland Appraisal Property taxes on decedent's real estate Less: Proration at settlement TOTAL (Also enter on line 9, Recapitulation) (1/ mare .pace I. needed. In."t additional .heet. of same size.) AMOUNT $3671. 00 375.00 75.00 80.00 170.00 40.00 150.00 131. 00 15.00 237.00 72.00 310.00 593.00 (311.00) 55608.00 II~U12Ih(7"'1 . SCHEDULE I DEBTS OF DECEDENT, MORTGAGE L1ABLlTIES AND LIENS P1.a.. Print ar T . FiLl NUMBER 21-1995-0504 ClQMMONWIAlJH 0' 'IHHITlw.H.... IHHllltAHCI UJlIUUIN IIlIOINT OICIOINT ISTATE OF MCBETH, DORIS J. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. DESCRIPTION AMOUNT Dauphin Deposit Bank PP&L Bon-Ton Kuhn Communications united Telephone Company Accrued insurance premium refunded, after death, from Capital Blue Cross/Pennsylvania Blue Shield Accrued property tax rebate received after death from Commonwealth of Pennsylvania Accrued auto insurance rebate, refunded by All State Insurance Companies, after death $1670.00 38.00 29.00 35.00 :1.7.00 (.9;3.00) ( 130.00) (41.00 ) TOTAL (Alao ontor on U.. 10, R.copltulotlon) (II more .pace Is nHeI.el, in,," aeleljlional .hMts of ,am. size.) $1535.00 c::.,.... f'H!;,,"""~3'Y.:tW'~~...~!t;..;:,.;, ,--,., .,.....-, - '._'....,;:.,;";'1 ",'~:.-r', ."...,~t ,..,........."'''''"., .~.,."""""'".._.._..~.l.1 I . ~.j;!..~ f'i( , - COItIMOUWIA'IHOf "NN,n"ANIA INHllllANCI 'AI II'UIN '1ItDIH'DttlDtNI L SCHEDULE J BENEFICIARIES "V.U11I" ,U'I ESTATE OF FILE NUMBER MCBETH ITEM NUMBER DORIS J. 41 AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP 1. A. To_obi. Bequests: Christopher R. McBeth Anthony T. McBeth son 2. son 66.7% 33.3% (Christopher R. Mcbeth bought decedent' real estate pursuant to option in decedent's will.) ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE 8, Charltabl. ond Goyernmental BequII11l 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAllo onlo, on II.. 13, Rocopllulotlonl S (If more .pactl. n..d.d, Inllrt additional .hll" of .am. .1&.) ".. ANTHONY T. McBETH ^TIORNEY ^T I.^W ~Ol NORTH FRONT STREET aMERON M^N510N "^RRISlIlIRG. P^ 171111 PIlONE (117) 2lR.36H6 ,,^X (ll7l21H.lHI December 22, 1995 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Bstate of Doris J. McBeth, deceased, No. 21-1995-0541 Ladies and Gentlemen: Enclosed are four copies of the inheritance tax return for the captioned estate. I ask that you clock in the two extra copies, and return them to me in the enclosed, stamped self-addressed envelope. The copy with the exhibits attached is intended to go to the Department of Revenue. Also enclosed are two checks made payable to your order from my trust account. The first check is made payable to your order as agent, for Two Thousand Nine Hundred Thirty-Seven ($2,937.00) Dollars, representing payment of the inheritance tax. The second check is made payable directly to your order for Thirty-Five ($35.00) Dollars, representing payment of the increased increment in probate fee, in that the gross assets of the estate are over Fifty Thousand ($50,000.00) Dollars. This figure was quoted to me during a telephone conversation I had with your office approximately two weeks ago. Thank you for your fine service 0 If you need anything further, please do not hesitate to contact this office. Sincerely, ATM:drr Enclosures cc: Christopher R. McBeth (without enclosures) 13 '1'5 "oJ J R!V-1547 EX AFP (12-95* CO""OHWUl TH OF PENNSYLyaNla DfPAATHEH' OF REVENUE IUR[AU OF INDIVIDUAL TAXEI DEPT. Zl060. HARRISBURG, PI. 111ZI'0601 NOTICE OF INNERITANCE TAM APPRAISEHENT, ALLOWANCE OR OISALLOWAHCE OF DEDUCTIDNS AND ASSESSHENT OF TAM DATE 04-15-96 ,'/,/ ACN 101 o FIL! NO. DAn OF DEATH 06-28-95 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT TNE UPPER PDRTION OF TNIS FORH WITN YOUR TAX PAVHENT TO TNE REGISTER DF WILLS. HAKE CHECK PAVABLE TG "REGISTER OF WILLS, AGENT" REMIT PAVMENT TO: ANTHONY T MCBETH ESQ 407 N FRONT ST HBG PA 17101 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A.aunt R..ltt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... ifi'i=isW-iiC-AFP-m-:9iij-iioYicE--O"-YNHEiiii'ANci-YAX-A-PiiRiiisEHiiir-;-,U.i."owANci-iili-------m----m DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MCBETH DORIS J FILE NO. 21 95-0541 ACN 101 DATE 04-15-96 APPROVED D!DUCTIONS AND EXEMPTIONS: t 5,608.00 9. funeral Expen...JAd.. Co. ./Hlao. Expans.. (Sch.dul. H) I') 10. Debh/Hada.a. LI...UIU../Lhn. ISoh.dul. II 110) 1. 535.00 11. Tat.l D8duaUan. Ill) 12. H.t Valu. of Tax R.turn 112) 15. Charltabla/Covarnaent.l aequ..t. (Schedul. ~) (15) 14. N8t V.lu. of E.t.t. Subj.at ta T.. 1141 NOTE: If.n .......ant w.s i.su.d praviou.ly, linea 14, 15 and/or 16, 17 and 18 will refl.ct figura. th.t include the tot.l of abh re~urns ...essed to d.te. ASSESSMENT OF TAX: 15. Aaount of Lin_ 14 .t Spou..l 16. Aaount of Lin. 14 taxabl. at 17. A8aunt af Lln. 14 t.....l. .t 18. Prinoipal Tax Due TAlC RETURN WAS I I X) ACCEPTED AS FILED RES!RVATION CDNC!RNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF R!TURN BASED ON: ORIGINAL RETURN 1. R..l Eat.t. (Schedule A) (1) 2. Stack. end Band. ISch.dul. al 121 5. Clo..ly Held stock/P.rtner.hip Int.~..t (Schedul. C) (5) 4. Kortgage./Not.. Rec.iv8bl. (Schedule D) (4) 5. C.ah/Benk Depo.it./Hi.c. P.r.on.l P~op.rty (Sch.dul. E) (5) 6. JoJntl~ Owned Property (Schedule f) (6) 7. Tran.f.r. (Schedule 0) (7) 8. Tot.l A...t. rat. Lin..l/Cl... A r.t. Coll.t.r.l/Cl... 8 r.t. IlS) llil 1171 TAX CREDITS. PAVHEHT DATE 12-22-95 RECEIPT HUHBER AA082442 DISCOUNT 1-) INTEREST 1-) .00 I CHANGED 52.000.00 .00 .00 .00 1.146.00 2.950.00 .00 la) 56,096.00 7.143 no 48,953.00 .00 48,953.00 .00 48.953.00 .00 .00 20937.00 .00 2,937.00 X .00. X .06. X .15. llB) AHOUNT PAID 2,937.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 2,937.00 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITION4L INTEREST. IF TOTAL DUE IS LESS THAN .1, NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) 00 :rJ'ill ~ !S. ~ loT'':' l~ B ~ ~ .) ~ r-:'~ .0 r. .1, ,.. :1 ~... Cl ..... o? (',) J N c" ~ ,,' ,"i ;e ::- ,.; "" =:P u 0 iii' :0<.: ~ 9. )>;:J. .1>0 RESERVATION. E.tat.. of dec.o.nt. dying an or bafar. Dec.-ber '2. 1'12 -- If any lutur. lnt.r..t In t~ I,'at. 1. trln.,.rr.d In pa.....lan or InJo~t to Cl... . (caUa'.uD HM'lclarl.. of the dKHent attar the llilplr.Uon 0' anv I...t. for III. or 'or .,"1"'" the C~.lth her.bv I.pr...lv r...rvI. the right to ~r.l.. ~ ...... t,.".,.r Inherltlnc' ,.... at ttMI ....tul Cl... I (caU,tlrl1) I"'.t. on MY .uch future Int....... PURPllSE ... NOTICE I To fulfill tfM requlr....,.. of Sactlon 214G of tM Inher!tMu Met [.ht, 'llC Act, Act ZZ of 1991. 7Z. P.S, Sectlon 2141. PAYHENTI DetKh the top porUon of this Notlc. end .ubIIlt with your p.pent to the R-ehtll'" of Will. prlntld on tM rlv.r.. IIda. --MM, cMck 01'" MIne., order Plv_l. tal REGISTER OF MILLS, ADENT AU p.~t. recllvld ahIIll first tM 8PPlled to In" lnt.,..t Which ..y tM due with InY ,...lndal'" ~l1ed to the t... REFUHD (CAli A r.fu1d of . tax credit, .....Ich .... not r~..ted on the TalC R.turn, lev tt. r8qUII.tad by co_I.Ung WI "Application for R.fund of penn.ylvWlla Inherltanc. end E.tat. T.... (REV-1515). application. ara avallabl. .t the Offlc' of ~ Raglatar of Willa, any of the 2J Rav~ DI.trlct Off lea., or by call1na the sp.olal 2~-hour .......rlna n!"Vle. nusber. for fora. orderlnGl In Penn.ylv...la l-IOO-162-U50, outsldtl P.,.,.Ylv.nla end within loeal Harrl.burg ara. (717) 717-la94, TOOl (717) 772-2252 (Ktlrlna lapalrea OnlyJ. OIJECTlONSI Any parb In Int.r..t not ..U.H.. with tha ...r.........t' .llowanc. or dls.llowanc. of deduction., or ..........t of talC (InclUding dl.count or Int.r..t) '1 &hown on thl. Notle. au.t obJsct within sl.ty (60) d.V' of rae.lpt of this NoUc. bYI --written prot..t to the PA n~'rt.ant of R.v.nu., Board of App..II, D.pt. ZIIOZI. Harrllburg, PA 1711.-laZI, DR ....IMltlon to hlv, the ..tt.r d.teraln.d ..t etudlt 0' the account of the p.r.onal repnunt.Uv., OR --~.l to the Orphan.' Court. AntUN lITAATlVE CDRRfCTlDHSI Factual arror. dl.cov.r.d on thl, ......aent Ihould b. addr....d In writing tal PA nep.rt.ant of R.v~, .ur.... of Individual Ta.", ATTNI Po.t ........"'t Alvl... Unit. D.pt. ZlO6Dl. U.rrhburg, PA 1712I.a6al Phone (717J 787"6505. s.. p~ 5 0' the bookl.t "In.tructlons for Inh.rltanu Ta. R.turn for a R..ld."t Decadent" (REV-Isal) 'or ... ..planatlon 0' ~Inl.tratlv.lv corr.otabl. .rror.. INTEREST I I' any ta. dua I' paid within thr.. (5) calendar .unth. a,t.r the d.c.dant'. d.ath, . 'Iv. p.rcent (5X) discount 0' thl ta. p.ld I. allowed. Int.n.t Is charged bqlmlng with flnt day 0' d.lInquency, or nlns (9) lonth. and on. (1) day 'rea thl data of dn\h, to thII data 0' payont. r.... which bee... delinquent b.fora J~rv I, 1911 b..r Int.r..t .t thl rata 0' .IIC (6X) perc~t p.r BnnUI calculatad at . dally rat. 0' .aOOI64. All t.... which b.c". d.llnquant on and aft.r January I, 1912 ..111 bear Int.r..t .t . rat. whlch will v.ry froe calendar Yllr tD c.landar y..r with th.t rat. snnounced by the PA Dapart.ant of R.venue. Th. applicable Int.r..t r.t.. 'or 191Z through 1996 .r'l DISCDUfTI ~ Int.rllt Rat. Dally Int.r..t F.ctor ~ lnt.r..t Aet. D.lly Intar..t '~tor l'az ZDX .aoa541 1987 OX .000247 I9IS I6X .aoa08 1911"1991 1IX . aaun I'" IIX .0005Gl .". '2 .aaOZ47 1t15 lOX .0a0556 199]-1994 72 .aaOI9! ..16 lOX .oaoln 1995-1996 92 .0a0247 --lnter..t I. calcul.tad a. 'allow.. IHTEREBT . BALANCE OF TAX UNPAID X NUnDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. ...UId an.r the talC blcOM' delinquent will refhct In lnt.r..t celcul.Uon to ,1ft.an US) daya beyond the date of the .......ant. If payaant I. aed. .,t.r the Int.r..t coeputatlon d.t. .hown on the Notlc" additional lnt.r..t au.t be calculat.d. .----.----..-.. '- 6, '1,'J- - S' BUREAU OF INDIVIDUAL TAMES INHERlfANCE fAX DIVISION DEP'. n0601 KARRI.IURa, PA 111'1'0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT ANTHONY T MCBETH ESQ 407 N FRONT ST HBG PA 17101 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN C--- 06-12-97 MCBETH 06-28-95 21 95-0541 CUMBERLAND 101 A"ount Re"Uted *' 1"-11I) II'" III.'" DDRIS J MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 NOTE I To insure prop.r credit to your account, sub.it tha upp.r portion of thi. form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:is9-j-ijf-AFP--ioi-:97i------ii.-iiiHERi-TANc-i-riii-RifCORiD--Aoj-usriiENr--..----------------------------- ESTATE OF MCBETH DORIS J FILE NO. 21 95- 0541 ADJUSTMENT BASED ON. VALUE DF ESTATE I BOARD OF APPEALS REFUND 1. R.d fobt. (Sch.clul. Al III 2. Stock. and Bond. (Schedul. B) (2) 3. Closely H.ld Stock/Pertnership Int.rest (Schedule C) (3) ~. Hortgages/Not.s Raceivabl. (Schedule DJ (~J 5. Cash/lank DeposUs/Hho. Personal Property (Schedula E) (5) 6. Jointly OWnad Property (Schedule F) (6) 7. Transfar. (Schedule OJ 17J a, Total Ass.t. DEDUCTIONS AND EXEHPTIONSI 9. Funer.l Expans.s/AdMini.trativ. Co.tsl "hc.Uan.ou. Expen.e. (Sch.dula H) (9) 10. Dabt./Hortgag. Li.bilitia./Lian. CSchadule X) CIOJ 11. Tot.l D.ductlons 12. Nat V.lu. of Tax R.turn 13, Charitabl./Govern.antal Seque.t. (Schedule J) l~. N.t Valu. of E.tat. Subject to Tax TAXI IS. Aaount of Line 14 at Spou.al r.ta (IS) 16. AItount of Lin. 14 taxabl. at Lina.l/Cl... A rat. (16) 17. A.ount of Line 14 taxable .t Coll.t.ral/Class I r.t. (17) 18. Principal Tax Du. TAX CREDITS I PAYMENT RECEIPT DISCOUNT (.1 DATE NUHBER INTEREST/PEN PAID (-I 12-22-95 AA082442 .00 ACN 101 52.000.00 .00 .00 .00 1,146.00 2.950.00 .00 ISI 5.933.38 1.535.00 111l 1121 IISI 1141 .OOM.OO - 48.627 .62M.06- .00M.lS- IlSI ,,"OUNT PAID 2,937.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE DATE 06-12-97 56.096.00 7,468.3B 48.627.62 .00 48.627.62 .00 2.917.66 .00 2.917.66 2 937.00 19.34CR .00 19.34CR . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN n. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAY aE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I !ir{ ':.' "I ,.-. , i. .' ~. 't PAYJtDfT I DetllCh the top portion .f \hit Notice Md "'U ..I th vour P'YMnt .... p.vebl. to the ,... and add,... prlntlld on the rava,.. .Ida. .. Kak. check or MnIIY ord.r Plubll tOI REGISTER OF WILLS, AGENT. RU1JrCD(CRh A rafund of . tu cruU, t1hICh .... not r.....tlld on the Ta. A.turn, ..v ba r...ItIld bV cCMlPI.Ung .., "Application for R.fund of Pamlv1v..,11 Inharltanc. Md [Itata T.... (R(V.ISU). Applicltionl Ira av.llllbla .t the Offlc. of the R....tar of NU", ..,v Df tM U Aa"""" alttrlct afflclI or frOll the DaplrtHnPI Z..hour an....rl,... "",lee ,....ra f.r for.. orderlnlll In ,.",..ylv..,l. 1.....S6Z.I:OSO, out.lde P......yl""'l. and ..Ithln locII ~rrlaburl .ra. (117) 117.ID94, Taal (717) 771-Zr51 (H..rlng 1.,.lrad onlv). ...L. TO, Qulltlan. r..-rdlng .rror. contllnad on thh noUc. IIhould bI Ilddrallld tOI PA DIp.rt..,.t of Aa.,.,...., lur'" of Indlvldu.l T...., ATTNr Poat A1......"t A."I... Unit, Dept. 110601, ""rrhburl, PA 17U'.D601, Phona el11) 717"6515. Dlsaun'1 If ....y tme due Is p.ld ..I thin thrH eS) c.land1r IIOf1th. an.r thl decadent'. ....th, . fl". parc..,t e5%) dhcCU\t of the t.. p.ld I. allowed. PENAL TVI The 15% t.. IIMIty non"p.rUclpIUon p..,.lty 11 eoaputlld on thl totl1 of tM t.. and Int.r..t ......IId, and not p.ld IMfon Janusry 11, 1"'. Uti first d.y aft.,. the -.1d of the ta. ..,..tv pe,.lod. IHTDEIT I Intlra" h charged baglml". "lth Urst day of delinquencv or nlM e,) IIOf1th. and OM (1) d.y frOll tM d.ta of dlath t. the data of paVHnt, T.... Mhleh bee... dllI.,.,.,t IMf.,. Januarv 1, 1911 ba.,. Int.r..t .t the rat. of II_ (0) parcant par arw'IUI c.lcu18tad .t . d.Uv ,..t. of . OODl". All t.... which bee... cMllnquent on and aft.r Jlnuarv 1. 1911 ..111 bu,. Inhr..t It . ,..t. .....Ich ..Ill v.,.v fr.. c.landar v..r t. c.l.,..,. V"" ..lth th8t rat. lMOlftCed by the 'A a."...t...,t of A.vW1l.M. The appllcabl. Int.r..t r.t.. fo,. 1"2 through 1997 lral ~ Int.....t R,t. DIllv Int,,...t FactDr V..r Int.....t Alt. D.Uy Inta....t Fact.,. I'., rax .DDlMa 19.7 OX .DOOl.7 1'15 lOX .OUU. 191'''1''1 llX .0Usal 19M llX .001501 lnr 'X .UOI47 1915 UX .0DasH 1"5"1"" n ,0001" It.. lOX .oooln 1"5.1"7 n .010247 "-Int.,...t I. c.lcul.tad .. followlI IIlTERE8T . BALAHCE OF TAll UNPAID X HVnBER OF DAYI DELINQUENT X DAILY IHTEREIIT FACTOR ....Any NoUe. I..uad .n... the t.. becOMI deUnquan\ ..111 ,..lllClt an Int.,...t calculation t. flft..., US) day. beyond the data of the .........,t. If P'YINI'It II ... _n.,. the Int.....t ClMIPUt.Uon data ahowt on the Notice. additional Int.,...t "'It 1M cllculet.d. . ~ BOARD OF APPEALS DEl'I 281D:!1 H"nntSRlII1G f'A 11121,",02' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE , P'.ONE: 711.783,368" FAX: 717.707.7270 ANTHONY T MCBETH ESe CAMERON MANSION 407 N FRONT ST HARRISBURG PA 17101 IN RE PETITION OF: ESTATE OF DORIS J MCBETH DOCKET NO. : 9700383 TAX TYPE: INHERITANCE TAX APPEAL TYPE REFUND FILE NO.: 2195.0541 ASSESSMENT NO.: 101 APPRAISEMENT: 4/15/96 PETITION FILED: 1/3/97 EXAMINER: WILLIAM J ZDRADZINSKI MAILING DATE: 'JUN 04 1997 DECISION AND ORDER On April 15, 1996, the Department Issued an appraisement and assessment accepting the original Inheritance tax return as flied. Petitioner Is now requesting a $650.75 deduction for realty transfer tax and a $25.07 deduction for Interest which accrued on that tax. As the decedent's Will allows for decedent's son, Christopher R. McBeth, to purchase the property, It Is the opinion of this Board that the estate Is entitled to a deduction for the transfer taxes as a cost of administering the estate. However, under Title 61 Pa. Code ~ 91.111 (b), the tax Is "the Joint and several legal duty of the parties to the transaction." Therefore, the estate as the seller of the property Is only entitled to a deduction for one-half of the realty transfer tax obligation. No deduction can be permitted for the Interest which accrued on that obligation as such a cost Inures to the benefit of the heirs and Is not an expense of administering the estate. PagB 1 of 2 -. "", ,. ,- -- ~4'~.~~.......-,;~~'-~',i;'{ i~-~""~,.;,:"'.~~~_~;:ffi,v,-;;..."',~~,;-:,,,;~:~ . "":'-'<!;~ ~,~~~?~t~v;:~.~~~:~;:,-u . I' ,',", .- ,. '" 'l;\ 'i' c;;. - '1tf ; ~,'!: .'/ e, J:~,.,c.:. ',:-:,':,~<~ ~~~'>~- -g,\;)t}i ;ai._ ',: :E'~I': -=So ~) .....~ lilO': cc ~., { "',1; ,-_, ,"',--,--!'""., ,...-,," ii'. . : '. ~'l ' _, '_ '_ " _~' f diE \u8 .- <,- I I I f PAYJtEHT I Det-*, the top portion of thl. NoUc. Md aualt with VDUr p.pent .ad. p.~ItII. tD the n... end Itddr... prl"t~ on the r.v.r.a .I~. If RESilIENT DEaDENT .ak. check or unav ordar p.vlbl. tal REGISTER Of WILLS, ADENT, If MON-RfSJDEHT DfCEDfNT .aka cMck or 'OM~ oreStr p.vlabl' tal CDttttONWEALTH OF PENNSVLVANIA, Jl(f1IrUI (eAh A rafund of a t.x cradlt. which wa. not raqu..tlld on the Tax R.turn. ..y ba raque.tad bv coaplatlne an "Application for R.,und of Panns>>lvlll1la Im-rltlnu and Est.t. Tall" (REV-UIS), Appllc.tlon. ar. avl.bbla .t ~ o'flc. a' thli Aa,l.tar of Will., Ill1Y a' the 2S R.v~ Dt.trlot O'flca. Dr 'ro. thl O.,.rtaent" 2~-hour an....rlne ..rvlc. ~Ir. 'or for.. ordlrlngl In pann.vlvanl_ 1-100"362-2050. DUtlld. P,""lylvanla and within 10cII Harrl.burg ara. (717) 711-1094. TaD. (117) 772-2152 (Ha.rln. lapllr'd only). REPLY 101 QuI.tlon. r...rdlna .rror. contalnad on thl. notlc. .hoUld ba .ddr....d tal PA a.part'lnt of Ravanua. lura.u of Indlvl~1 T.x... ATTNI Po.t A......ent A.vl.w Unit. aapl. 210601. H.rrllbur~. PI 11121-0601. phona (717) 117-6505. DISCOUNTI If InV tax due I, p.ld within thraa (5) Cllandar aonth. .ftar the decadant'. dllth. . flva parcant (SX) dlacount of thl tax p.ld 1. .llowed. P04AL 1Y I Tha 15X t.x unady non-partlclpaUon penalty It coaputad on tha tot.1 of the t.x and Int.ra.t ......ad. and not paid befora Jlf'lUary II. 1996. thl flnt d.v .ft.r th. and of thl tax a..,..ty parlod. INTEREST I Int.r..t I. en.rgad bl.lnnlng with flr.t dlY 0' dlllnquency. or nine (,) aonth. and one (1) dav 'rOl the data 0' d..th. to the d.tl a' ply..nt. Tax.. which blc... dlllnqulnt balara Januarv I, 1912 ba.r Int.r..t at the rata of .Ix (6X) p.rclnt par ~a calculat.d at . dallv r.ta of .000164. All t.... Which b.c..a d.llnquent on and a,t.r January 1, 1'12 w111 b.ar Intar..t at . rat. which ..111 vary frol calandar vllr to cal~ar Yllr with that rata announced by ~ PA D.,.rtaant of Alvanua, Thl appllcltlla lnt.r..t rat.. far 1'12 through 1997 ar.. Vllr Intar..t Aat. Oally lnt.r..t Factor V..r Intar..t Aata DaUy Inter..t Factor 1912 ..X .000541 1911 9X .000247 1915 161 .000431 1'....1991 IlX .OOIJOI 19" IlX .001301 199Z 9X ,000247 1915 ISX .000556 1995-1'90\ 7X .000192 1916 I'X .000274 1995-1997 9X .000Z47 --Inh".t I. calcul.tad .. '0110.... IHTERElT . IALAHCE OF TAll UNPAID X NUIl8D OF DAYS DELINQUElfT X DAILY INTEREST FACTOR --Any Hotlce I..uad .ftar the tax bICOMI. dtIl1nquant ..Ill nflact .., Int.rut c.lcullUon to flft.'" US) day. bevond tha data Df the ........"t. If p.Yllant II .Ilda .ft.r the Intar..t coaput.tlon data IhDwn on the Hotlea. ~Itlon.l Int.r..t au.t be calcul.ted. FAMILY SE~~LEMEN~ AND FINAL RELEASE IN ES~A~E OF DORIS J. MCBETH. DECEASED I i KNOW ALL MEN BY THESE PRESENTS, THAT WHEREAS, Doris J. McBeth, deceased, late of Walnut Bottom (South Newton Township), Cumberland County, Pennsylvania, died testate on June 28, 1995, having first made her last will and testament, which was duly executed on December 11, 1987, and is duly recorded as part of the opening of her estate in the office of the Register of Willo of Cumberland County, Pennsylvania, the estate being numbered and designated as Cumberland County 1995-0541; WHEREAS, the said Doris J. McBeth, by the aforesaid last will and testament, named Anthony Todd McBeth and Christopher Royce McBeth as co-executors of her last will and testament; WHEREAS, on July 19, 1995, letters testamentary on the estate of the said decedent were duly issued by the Register of Wills of Cumberland county, pennsylvania, to the said co-executors, hereinafter called the personal representatives; WHEREAS, the said personal representatives have gathered the assets of the estate of the said decedent and the assets consist of i I ! , , both real property and personal property, the valuations of which have been made known to the heirs, to the heirs' satisfaction, and the valuations of which have been' appraised by persons who the heirs acknowledge as qualified to make such appraisals, and WHEREAS, the debts and deductions applicable to the estate have been made known to the heirs through their receipt of a copy 1 of the pennsylvania Inheritance Tax Return submitted by the personal representatives in connection with this estate, receipt of which the heirs acknowledge and WHEREAS, both co-executorS have waived an executor's fee with respect to administration of the captioned estate, and co-executor Anthony Todd McBeth has also waived an attorney's fee in connection with administration of the said estate, and WHEREAS, Christopher Royce McBeth has exercised his option to purchase the real estate of the decedent, as set forth in the decedent last will and testament, and has provided funds above and beyond the sum that will be necessary for the purchase as set forth in the decedent last will and testament, such extra sums to cover payment of the decedent debts, payment of the inheritance tax, and reimbursement to Anthony Todd McBeth for certain sums of life insurance proceeds that he previously contributed toward administration of the estate, and WHEREAS, Christopher Royce McBeth has waived any entitlement he may have to reimbursement for life insurance proceeds that he previously contributed toward administration of the said estate, and has waived any entitlement he may have to the Family Exemption as provided in pennsylvania's probate, Estates and Fiduciaries Code WHEREAS, all of the decedent debts that were due and owing at the time of her death, that existed at that time to the best knowledge, information and belief of the personal representatives, have been paid, and 2 WHEREAS, the heirs have agreed that, inasmuch as Christopher Royce McBeth has exercised his option to purchase the decedent real estate as set forth in the decedent last will and testament, that the distribution to Anthony Todd McBeth shall consist of reimbursement of the life insurance proceeds that he previously contributed ($2,500.00), plus one-third of the following sum set forth in parentheses (the net estate shown on the inheritance tax return less the inheritance tax), and WHEREAS, both heirs acknowledge that the distribution as described in the previous paragraph shall precisely be as follows: a required fee of $17.00 submitted to the Cumberland County Register of wills contemporaneously with this Family Settlement Agreement, a distribution to Anthony Todd McBeth of $15,338.67, leaving a balance in estate funds of $509.91. The aforedescribed balance of $509.91 shall be distributed directly to Christopher Royce McBeth upon the personal representatives' receipt of a tax clearance certificate from the Pennsylvania Department of Revenue. Any additional inheritance taxes that may be due, shall be paid out of the afordescribed fund prior to the distribution to Christopher Royce McBeth. WHEREAS, both heirs hereby agree and stipulate that they have been satisfactorily reimbursed from the assets of the estate for any expenses of the estate or debts of the decedent that the heirs have previously paid out of their personal funds; 3 ~ NOW, THEREFORE, KNOW YE, that' we, Anthony Todd McBeth and Christopher Royce McBeth, being all of the children of the said decedent and heirs under the last will and testament of the said decedent, and being those persons entitled to inherit under the last will and testament, do hereby, each of us, acknowledge that we have this day had and received from the aforesaid personal representatives, in full satisfaction and payment of all sum or sums of money, legacies, bequests, and devises as are given, devised and bequeathed to each of us respectively by the said last will and testament, the accounts due us under said last will and testament, as set forth in the previous paragraphs; AND, each of us does hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, we each agree that no account is necessary and we do hereby agree that we do consent to distribution being made without the filing of an account and schedule of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphans Court Division of the Cumberland County, Pennsylvania Court of Common Pleas. THEREFORE, we and each of us do hereby remise, release, quit claim and forever discharge the said personal representatives, Anthony Todd McBeth and Christopher Royce McBeth, their heirs, executors and administrators and assigns, of and from the said estate and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever for or by reason thereof, or for any 4 ,.--.'.....".r':---.-._...."'''_"_.4~...<\<tit.-'-..."., other use, matter, cause or thing whatsoever touching upon the estate of the said decedent, and each of us do further hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this agreement, we and each of us do hereby covenant and agree with each other and the aforesaid personal representatives that we will contribute pro rata our share of the estate to salify any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representatives after the signing, sealing and delivery of this family settlement agreement and final release. I~-;~TNESS W~HEREOF' we have he~eunto set our hands and seals this J,.- day of 1"~ / , 199.f.. lJ WITNESSES: '~9~~- . ~,' CIlw~:tiI)/f..<.'.-" ~,[U... M c/ktJV(SEAL) Christopher Royce McBeth (SEAL) 5 " COMMONWEALTH OF PEHHSYLVANIA : : . . COUNTY OF DAUPHIH : 55: : : Personally appeared before me the above-named heirs and witnesses each of whom do swear or affirm that they are the persons whose signatures appear on the foregoing Family Settlement Agreement, and I have personally observed the heirs and witnesses append their respective signatures thereto. Sworn and UPruHbI subscribed before , 199'-. me this 5'l of (SEAL) ~;J,tI Notarial Saal Bonnie Jo Hull. Notary Publlo HlIIIIsburg. Dauphin Coun!y My COInmlaalon Expires Jan. 14. 1999 Merr/llo'.~4"""""'oI_ ",,,IUl""',, \\\ I., "", \\ d J, II ','. ~.. ,,~.....,... ~ "'. ... , ,t' .... I... ....,-, ..... !' 'J,.'.."........,~.I..'..O..4l'_ ~ .. . ~. 'r..' I' .. \ lItO ....~: i__ JO ..; i ~.".. _::: 11, Y"'. 'i': ~ ,,- . , I'. ~ .....>. .,.t.....~,.:C.:I::...&:>l -,"~#?l, ...... \':\ ..... "" 'T /if' '] \\ . ,.' "," ;a ,.1" h"""".." My commission expires: STATUS REPORT UNDER RULE 6012 Name of Decedent: Doris J. McBeth Date of Death: June 28, 1995 Will Noo 21-1995-541 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 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 Orphalls' Court and may be attached to this report 0 Signature Anthony T. Beth Name (Please type or print) 407 N. Front St., Harrisburq, Pa 17101 Address (717 I 238-3686 Te 1. No. Capacity: X Personal Representative X Counsel for personal representative (MAH:rmf/AMJ) , . '.' I