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HomeMy WebLinkAbout95-00543 PETITION FOI{ I)IWIIA TE and GnANT OF LETTERS EsUI/(- oj J.~w I H II. Neldhnmm~ r No. .:I /. q s- - oS <1.3 a/J" kllOIl'1I OJ To: ReglSler of Wills for Ihe . DrrraJrd. Count). of Cumb~rl nnd In the SOl'/al SrcllrllY No. 195-117-117/,A Commonweallh of Pennsylvania The pelltlon of the undersigned respeelfully represenls Ihat: Your petltloner(sl, who IS/lIro<18 years of age or older anlhe exeeut rix Inlhe lust will of Ihe above decedelll. datcd July 13 , 1993 and codlcll(s) daled nallled _,19_ hlU1C relevant tlrcllnmonCCl. e.g. renunclallon. dcalh or C'ccutor I rIC.) Decendent was domiciled al death in Cumberland ~ is laSl family or principal residence al 400 North Second Cumberland County. Pennsylvania (IbllUcct, number and munclpalh)') CounlY. Pennsylvania, with Street. Wormtl!YRhllr~& Decendenl,lhen 92 yearsofage.dled July 18 ,1995 at 400 N. 2nd St., Wormleysbur~, Cumberland Countv. PA , Exccpt as follows, deccdenl did not marry, was not divorced and did not have a child born or ado pi cd afler execution of the will offered for probate; was nOlthe viclim of a killing and was never adjudlealed incompelenl: . Decendent al death owned properly with eSlimated values as follows: (If domiciled in Pa.) All personal property (If nOI domiciled In Pa.) Personal properlY in Pennsylyania (If not domiciled In Pa.) Personal properlY In County Value of real estate In Pennsylvania situated as follows: <(~ N. 'hh') JT" \""<.>t",le'l'JL..w-"l S 160,000.00 S S SIlU,UUU.uu ~ WHEREFORE, pelltloner(s) respect full)' request(s) the probale of Ihe last will and codlcll(s) presented herewilh and Ihe granl of lellers testamentary (lcslomCnIElr)'i admlnhlration c.t,n.; ndmlnblrallon d.b.n.t.t.n,) theron. f '0_ 'fiE "'c ].g n'- -;;-l "C~ $0 jj .. in ae 832 J.ower Ferry Rd., EwinR, NJ 08628 I;"fi - J'fJ-3,'it..1 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } l:lS COUNTY OF CUMBERLAND Sworn to or affirmed and subscribed before me this 20th day of { JULY -J9J5 7JJa&.J (I ,.f~IIU. N.,(I.a..,::~;UiM- V - ilipt''Q Rrg/slcr IJ-- 9',p '7 The pClhlonr.r(s) abovc-named swear(s) or amrm(s) that the statcmenls In the foregoing pctillon arc truc and cnrrcelto Ihc bCM of Ihe ~nowledgc and belief o~p lilioncr(s) and thaI as pcrsonal rcprcscn- latlye(s) of Ihc above dccedcnl pethioner(s) will wcll anllirul adminislcr c c Ie according to law. I ~ I-l M..... cl.L- an ice L. Rae '" 0;;' ~ " ~ .... N 21-95-543 O. Eslale of LEWIS II. NEIDIIAMMER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JULY 20. 19~, In conslderalion of Ihe pelhlon on lhe reverse side hereof. sallsfaclory proof having been presented before me, IT IS DECREED that the InslrUment(s) dated July 13 , 1993 described therein be admilled to pro bale and nJed of rccord as Ihc la51 will of Lewis II. Neidhammer and Lellers Testamentary are hereby granted to Janice L. Rae FEES Probale, Lellers, EIC. ......... S270.00 Shorl CerlillcaleS(I3).......... S 39.00 RIfPilYM1t~^'Xx. .. . . . . . . . . ... .. S '.00 JCP S 5.00 TOTAL _ S3l7.00 Flied ..tlJlo:t. .~Q,. .1.9.9.~. . .. > . . . . . .. . . . ... . ~tb;- ,(~toIWl/l' H. sl~ne #39785 A TIORNEY (Sup. CI. 1.0. No.) 414 Br~e St., New Cumberland, PA 17070 ADDRESS (717) 774-7435 PHONE CALLED ATTORNEY 7-20-95 ep\wills\Meidharnmer "' , , LAST WILL AND TESTAMENT OF LEWIS B. NEIDHAMMER I, LEWIS B. NEIDHAMMER, of Wormleysburg Borough, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM II I devise and bequeath all of my estate of every nature and wherever situate as follows: A. One-fourth to my son-in-law, G. WILLIAM RAE B. One-fourth to my granddaughter, JANICE L. RAE. C. One-fourth to my granddaughter, LINDA RAE HOFFMANN. D. One-fourth to my grandson, DAVID WILLIAM RAE. ITEM II: I appoint my granddaughter, JANICE L. RAE, Executrix of this my Last Will. ITEM III: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of her duties in any jurisdiction. hand IN WITNESS WHEREOF, I, LEWIS and seal this / ~+I" day of , 1993. (SEAL) Page 1 of r . . "' ", SIGNED, SEALED, PUBLISHED and DECLARED by LEWIS B. NEIDHAMMER, the Testator above namsd, as and for his Last Will and Testament, and in the presencs of us, who at his request, in his presence and in the presence of each other, have subscribed our names as witnesses. C:~c.IJ~ .1. SS ~~~ 'J1e-w- t.u~I.JNP t 6~ Addrdss ~~~~. Address Page 2 of 21-95-543 REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) Ihat presenl and saw lhe test&. . sign lhe same lInd thai signed liS a witness at the request of test&. in ~ presence lInd (In the presence of each other) (in the presence of the other subscribing wltness(es)). Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Reglslcr (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Janice L. Rae and Linda Rehm (ellch) a subscriber hereto, (each) being duly qualified lIccordlng to law, depose(s) and say(s) that they are familiar with the signature of Lewis B. Neidhammer X4lOdlllll of jooe>tlO/'Kllkllxmbs>cribtng<xwknll9Slls<xw} the will test&. or presented herewith lInd ~H believes lhe signature on the will is in the handwriting of that they Lewis B. Neidhammer to lhe best of their knt'wledge lInd beilef. Sworn to or affirmi!i.and subscribed before me this tJ day of - 19 PA l7055 08628 532 Quail (Address) , ti"....-'~'-,..- "'r-+-~-'----:"-_.! I" - . ~~ ~".!. '.;':. d, '0 0< ~ 0'.:.,1 U ('.I IDa.: a: ;;J ~ "'",,. . .Q, ~ ';' F Q)5~ UU ,C,_" ',',':i- ,~ if ., ;1 i', ;/ " :. " H It '\:- ", i i ! I !i !'I. i; H Ifi- II .. " Ii I \, If" I, I j I 1- I_')-'(~--' 7 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) . Rf\'I~OO EX + 11.9,., Z Q ;:: ~ '" Q U a * 15 ~ " COMMONWfAlTH 0' PfNNSYtYANIA DEPAR'MIN' Of REVENUE om 110601 HAUIUURO.,. 11 21.0601 01 lOIN' NAMllLA~. 'IU ,AND MIDDII INI IAlI , D AMMER L~wis D. IOCIAl 'fCUlm., HUM_lit - --L 'OR OATIS 0' DIATH AFTER 12131191 CHICK HIAI If A SPOUSAL POVIRTY CAIDIT IS CLAIMID 0 flU NUMBII 21 COUNTY COOE DICf IN"I COM'I f ...OOIUS 400 North S~cond St. Norml~ysburg, PA l7043 COli"' Cumborland AMOUN' IUCUVID IUIINSnU(1I0NSI DAn O' Ill'" 11-01-02 Supplemental R.turn 1995 YEA A 0543 NUMBEI o 3. Remainder R.turn (for dol.. of d.olh prior 10 12.13.82' 05. F.deral Ella I. To. Return Required 28. Total Numb.r or Safe Depot!' Bo..... .... $254 r737 .57 24.71l,0.00 229,957.57 .00 229.95'7.,57 13,797.45 11,.797~4S. 12.631.58 1,l65.87 .no I.l65.117 BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH Under pinelli.. of perjury, I daclor. .hall hay. examined 'hi. ','urn, including accompanying .chedul.. and ,'otem.nts, and 10 Ih. bell of my knawl.dg. and boUoI, " II tru., carred and compl.t.. I dldor. that all real e,'ote has b.en reported at true marleer ...alu.. a.darallan of preparer oth.r lhan th. p.nonol r.pr...ntali.... I. ba..d on alllnlarmotlon of which pr.par.r has any knowl.dg.. . SIGN 0' 'USCN III Ill! '011 "lINO IInUIIN AOOIIUS DAn - pt~. 832 Low~r F~rr 08628 4-.2J1l. N IIIPIlUlN''''''Vl AOOIlUS DArl Y Futur. Intere.t Comproml.e (for dOl.. of d,olh ok.. 12.12.82) &tJ 6. Deced.nl Died T..ta'. 0 7. D.ced.n, Malnlaln.d a lI...lng Tru.t (Anoch copy of Will) IAnoch eopy of TrulIl ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI NAMI COM'lUI! MAILING ADDIlUS 1. R.ol Ello'. (Sch.dul. A) 2. Sloe" ond Bond. (Sch.dul. 8) 3. Clo..ly H.ld S'ocklPonn."hlp 'nl...., (Sch.dul. q ~. Morlgog.. and Not.. Recel...abl. (Schedul. OJ 5. Ca.h, Bonk D.po.lts & MI.cellaneou. Per.onal Prop.rty (Seh.dul. E) 6. Jolnlly Own.d Prop.ny (Sch.dul. F) 7. Tlon.I." (Sch,dul. GI {Sch.dul. II 8. Total Grall Aue', (tolallln.. 1.7) 9. Funeral Expenl.', Admlnl.,ratl.... Co.II, MI.c.llan.ou. Exp.n... (Sch.dul. HI 10, D.bl.. MongoO' 1I0blllll.., lI.n. (Sch.dul. 'I 11, T o'al D.ducllon. (10101 IIn.. 9 & 10) 12. Nil Volu. 01 Ellol. (IIn. 8 mlnu. IIn. 11) 13. Charitable and Governmental Bequllt. (Sch.dule J) lA, N., Volu. Sub .ct '0 Tox IlIn. 12 mlnu. IIn. 13) 15, Spou.ol Tron.f...-(Ior dol.. of d.o,h ok., 6,30.94) 5.. Inllructlon. for Ar,pl/cabl. P.rClnlog. on R.ver" (15) Sid., (Includ. .alulI rom Sch.dul. K or Sch.dul. M,) 16. Amoun, of line 1.. toxabl. at 6% role (Indude volu.. from Schedule K or Schedule M.J 17. Amount of Une I~ faxabl. 01 15% rate (Include valu.. from Sch.dul. K or Sch.dule M.J 18, Prlnclpol 10. duo (Add lox Irom IIn.. IS, 16 and 17,) 19. C"dill Spou.al Pov.rty Credil Prior Poymlnll Discount +$11,000 00 + $~1' "R 20. If IIn. 19" gr.ol.r ,hon IIn. 18. .nl.. ,h. dill...". on IIn. 20. Thl.,. tho OVERPAYMENT. m O....rm!'ll..~f...I_..l.!I'.t1....f.hlll~tll.h.,.,,:d'lml":'l_....)lI_.l.fLlfll!J......u,1 21. If Un. 18 I. 9'eater Ihon lIn. 19, enl.r Ihe dlUerence on line 21. Thl. II the TAX DUE. A. Enter t.he in'er..' on Ihe balance due on line 21A. 8, En'., ,h. 10101 ollln. 21 ond 21A on IIn. 218. Thl.I.,h. BALANCE DUE. Mab Checle Pavabl. tal R.ol.te, 0' Will., Agent 0"'10' au'" 195-07-1174 07-18-95 II' ..""CA.III 'UhIVINO 'POUII'. H"'lIllAlI, fill' .....0 "'100111"'1111'1/ I!! . :5.. '"IE'" ~a9 u~... Kll. O~. IImll.d Ellol. Original Return o 2. o ~o, lil15 "''' "'Z 31e H Ston~ Es uire nUPHONI! NUMIU 774-7435 Z Q 5 g III ... Ston~ LnFnv~r & Stone P.O. Box E (11 (2) 13 ) I~ ) (51 144',049.54 72.~nn.on 38.188.03 (6) (71 (9)~.'111.00 190.00 181 (10) (111 (121 (13) (14) X,__ (16) 249.9~7.~7 x ,06.. (17) x .15.. (18) Inler." (19) (20) (21) 121A) (218) . Act #48 of 1994 p~ovlde. for the reduction of the tax rate. Impo.ed on the net value of tran.fer. to or for the u.e of the .pou.e. The rate. a. pre.erlbed by the .tatute wll/ bel e 3% (.D3) wll/ be applleable for ellate. of decedent. dying on or after 7/1/94 and bofore 1/1/96 e 2% (.11) wUI be applicable for ellote. of dice dent. dying on or after 1/1/96 and befora 1/1/97 · 1% (.et1) wll/ b. applleable for e.tate. of deeedent. dying on or after 1/1/97 and before 1/1/98 · S..NIIIl trOllaf.r. oecurrlng on or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS IY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent make a Iransfer and: a. retain the ule or income of the property transferred, ....................................................... x b. retaIn the right to designate who shall use the property transferred or Its Income, ............... x x c. retain Q reversionary interest; or ................................................................................... d. recelyo the promIse for life of either payments, benefits or corei ....................................... 2. If de..h occurred on or before December 12, 1982, did decedent withIn two years preceding death transfer property without recelYlng adequat. conslderatlani If death occurred after December 12, 1982, did decedent transfer property within one year of death without recelYlng adequate consideration' t. ......... ......,. .t. '" ......... to. .....0 ..... ......... ......... ...... ...... ..... ... ..... .... .... x .. x 3. Old decedent own an 'In trust for' bank account at his or her deathi...................................... x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr YOU MUST C~P~lE SCHEDULE G AND FILE IT AS PART OF THE RETURN. O.!!l _ q 9's; a.. U' ..>-~ 0 .J:'~ - .1' <OJ (J i.~, ~ :. ..., T.> '- .. 2,."~; ~ .-. . ~ (. ,'j fff? !.P .~ ~ ~a: P' .!!! ::> 00 SCHEDULE A I FILE NUMBER 2195-0543 REAL ESTATE ESTATE OF Lewis B. Neidhnmmer ITEM NUMBER AMOUNT DESCRIPTION I. Alllhnl certnlnlol or plecc of land sllnnlc Inlhc Borough of Wormleysburg, Cumberland COUllly. PA being thc samc premises which E, NolO Mallcr, by hcr deed dnled April 23, 1945. and recorded illlhc Office ofthc Recordcr ofDeeds of Cumberland County. PA ill Deed Book Z, Volumc 12, Pagc 184.grnllled alld colIVeyed unto Lewis B. Ncidhanllller and Marlon E. Neldhanllner, his wife. Thc said Marlon E. Ncldhnmmcr died Mnreh 20, 1984, whcreby 1IIIc Is ycsled ill Lewis B. Ncldhnmmcr, Ihc decedcnt. Thc property was sold 10 James A. Thornc on Deccmber 29, 1995. See copy of deed ntlnched, $72,SOO.OO S72 SOO.OO ro\ded\ne1dhamr.exe\12.95 DEED THIS INDENTURE made the day of , in the year 1995, between JANICE L. RAE, Executrix of the Last Will and Testament of LEWIS B. NEIDHAMMER, late of Wormleysburg Borough, County of Cumberland, and Commonwealth of Pennsylvania, of the first part, hereinafter called the Grantor, -AND- JAMES A. THORNE, of the second part, hereinafter called the Grantee; WHEREAS, the said LEWIS B. NEIDHAMMER became in his lifetime seised, as of fee, of and in to a certain tract of land, together with the improvements thereon erected, situate in the Borough of Wormleysburg, County of Cumberland, and Commonwealth of Pennsylvania, and more particularly described hereinafter; and being so thereof seised, died on July 18, 1995, having first made his Last Will and Testament in writing dated July 13, 1993, duly probated and registered in the Office of the Register of Wills of Cumberland County on July 19, 1995, wherein and whereby he appointed as Executrix, the said JANICE L. RAE, to whom letters testamentary were duly issued by said Register of Wills on July 20, 1995, and wherein and whereby said premises hereinafter described were not specifically devised, all as in and by said Will and the records of said Register of Wills more fully appears; -1- NOW THIS INDENTURE WITNESSETH, that the said Grantor, for and in consideration of the sum of SEVENTY-TWO THOUSAND FIVE HUNDRED AND NO/100 ($72,500.00) Dollars, which has been paid to her by the said Grantee at or before the sealing and delivery hereof, receipt whereof is hereby acknowledged, has granted, bargained, sold, aliened, released and confirmed, and by these presents does grant, bargain, sell, alien, release and confirm unto the said Grantee, ALL THAT CERTAIN lot or piece of land situate in the Borough of Wormleysburg, Cumberland County, Pennsylvania, (formerly East Pennsboro Township) bounded and described as follows, to wit; BEGINNING at a point at the northwest corner of Elm and Second Streets as shown on the hereinafter mentioned plan of lots; thence in a westerly direction along the northern line of Elm Street one hundred fifty (150) feet to Hill Alley; thence in a northerly direction along the eastern line of Hill Alley twenty-five (25) feet to a point on the dividing line between lots Nos. 130 and 131 on said plan, at line of other property now or late of E. Nora Matter, known as No. 402 North Second Street; thence in an easterly direction along said last mentioned line and for part of the distance through the center of a partition wall one hundred fifty (150) feet to Second Street; thence in a southerly direction along the western line of Second Street twenty-five (25) feet to the point or place of BEGINNING. HAVING thereon erected the southerly half of a double brick and frame dwelling house known as No. 400 North Second Street; and being lot No. 130 on Plan No. 3 of Edgewater, said plan being recorded in the Recorder's Office of Cumberland County in Plan Book 1, page 71. BEING the same premises which E. Nora Matter, by her deed dated April 23, 1945, and recorded April 24. 1945, in Cumberland County Deed Book Z, Vol. 12, Page 184, granted and conveyed unto Lewis B. Neidhammer and Marion E. Neidhammer, his wife. The said Marion E. Neidhammer died March 20, 1984, whereby title vested in Lewis B. Neidhammer her husband, by operation of law. TOGETHER with all and singular the buildings, improvements, ways, streets, alleys, passages, waters, water-courses, rights, liberties, -2- privileges, hereditaments and appurtenances whatsoever, thereunto belonging or in any wise appertaining and the reversions and remainders, rents, issues and profits thereof, and all the estate, right, title, interest, property, claim and demand whatsoever of him, the said LEWIS B. NEIDHAMMER, at and immediately before the time of his decease, in law, equity, or otherwise howsoever, of, in, to or out of the same. TO HAVE AND TO HOLD the said lot or piece of ground above described, with the buildings and improvements thereon erected, hereditaments and premises hereby granted or mentioned, and intended so to be, with the appurtenances unto the said Grantee, to and for the only proper use and behoof of the said Grantee, forever. And the said Grantor, for herself and her respective heirs, executors and administrators, does covenant, promise and agree to and with the said Grantee, his heirs and assigns, that she, the said Grantor, has not heretofore done or committed any act, matter or thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged, or encumbered in title, charge, estate or otherwise howsoever. IN WITNESS WHEREOF, the said Grantor has hereunto set her hand and seal the day and year first above written. (SEAL) Witness JANICE L. RAE, Executrix of the Last Will and Testament of LEWIS B. NEIDHAMMER -3- ...."..>.....~.'/...,..,.,. '"I'.", ',.,.,.c;.t................."-._ STATE OF COUNTY OF SS: On this, the day of , 1995, before me a Notary Public, the undersigned officer, personally appeared JANICE L. RAE, Executrix of the Last Will and Testament of LEWIS B. NEIDHAMMER, known to me or satisfactorily proven to be the person whose name is sub- scribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereto set my hand and notarial seal. Notary Public ! r -4- '/'1 . < .'-,........,,---..- I hereby certify that the precise address of the Grantee is Attorney for COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND 55: RECORDED on this day of , A.D. 1995, in the Recorder's Office of the said county, in Deed Book , Page Given under my hand and the seal of the said office, the date above written. Recorder ~. . , r -5- 1- ESTATE OF SCHEDULE B STOCKS AND BONDS FILE NUMBER Lewis B. Neidhammer ITEM NUMBER I. 2, 3. 4. S. 6. 7. 8. 2195-0543 DESCRIPTION VALUE AT DATE OF DEATH AARP GNMA nnd U,S. Treasury Fund Ace\. #006 I S79926S - SIS.17 per shnre S6 shares CoreSlnles Financial Corp,-Hlgh S3S.37S, Loll' S34,7S, and menn of S3S.062S per sbnre 1,016 shares of Dauphin Deposil Bank & Trusl Co.-Hlgb S26.2S, Low S2S,SU, and menn of S2S,87S per sbare S 3,800.43 1,963.'0 26,289.00 20 shares PP&L Res, Ine,oHlgb SI9,'O, Low SI9.37S, and menn ofSI9.437S per share 388.76 6 shares MLX Corp,-Hlgh S9.6875, Low S9.62', nnd menn ofS9.6S62S per share S7.94 SSoo,oo U.S, Snyings Series HH Bond #D99346HH doled April 1981 S5,ooO.00 U.S. Savings Series HH Bond #V37328HH doled April 1981 S7S.oo U.S, Sayings Series E Bond #K218519944El doted Mny 1979 500.00 S,ooo.oo 188.40 S38 188,03 . c~". .. ~ .44EP lnvestmen~ Program ~ c- v jromSCUDDER 160 FEDERAL STREET' BOSTON. MA 02110 1-800.253.2277 July 31, 1995 STONE LA FEVER & STONE ATTI DAVID STONE PO BOX E NEW CUMBERLND PA 17070-0180 AARP GNMA and U.S. Treasury Fund Account Number I 00615799265 L B NEIDHAMMER Dear Mr Stone: We are writing to you concerning the above-referenced account in the AARP Investment Program from Scudder. You requested che balance of this account as of July 18, 1995. On July 18, 1995, this account held shares of the AARP GNMA and U.S. Treasury Fund. On that date, the share price of the Fund was $ 15.171 therefore, the balance of this account was $ 3.800.43. If you have further queations we can answer for you, please write to us at the above address or call us toll-free at 1-800-253-2277. Our Service Representatives are available Monday through Friday, 8100 a.m. to 8100 p.m. eastern time. We will be happy to help you. Sincerely, Ko.:tl\....- ~<-~ 0 Kathleen Lazcano Registered Representative KL/kl Tho AARP Funds' underwriter Is Scuddor Investor Sorvicos. Inc. Eltlt. of. Levll I. N.ldhemmer 0111 of Olllh, 07/18/95 praco,"lng OliO' 10/27/95 VIluellon Ooto. 07/18/95 Number of Socurltlo. 4 Shlrll Seeur I Iy H..n OIY/lnl Socurl ty or Plr Ollcrlpllon Hlgh/A.k LowlBld a/or Ad). AccrUlI v.lue 1) 56 CORESTATES flNL CORP (218695104) 07/18/95 35.375 34.75 HIL NUE 35.062500 1,963.50 2) 1016 OAUPHIN OEP CORP (238282107) 07/18/95 26.25 25.5 H/L NASDAQ 25.875000 26,289.00 3) 10 P P & L RES INC (709051106) 07/18/95 19.5 19.375 H/L NYSE 19.437500 194.38 4) 6 "LX CORP (553076100) 07/18/95 9.6875 9.625 H/L NASDAQ 9.656250 57.94 Tolol . Socurlty Vlluel' 128,504.82 Totll . Accruel., 10.00 Totll Portfolio V.lue , 128,504.82 D Dauphin Deposit Bank and Trust Company MAIN OFFICE: 213 MARKET SmEET. tWlRISaURG. PENNSY\.YANIA 17101 717,2&&,2121 Decedent Confirmation Name: Lewis B. Neidhammer Social Security No.: 195-07-1174 Date of Death (000): 07/18/95 Account No. , 8000147939 5700061244 0063227843 ------------------------ ------------------------ ------------------------ Type Certificate of Deposit Checking Savings ------------------------ ------------------------ ------------------------ Date Opened or Issued 01/07/85 03/09/37 OS/20/95 ------------------------ ------------------------ ------------------------ Date Closed or Matured 07/21/95 (Closed) 07/31/95 (CLosed) 07/21/95 (Closed) ------------------------ ------------------------ ------------------------ Date of Death Balance $18,244.75 $8.162.04 $50.131.99 ------------------------ ------------------------ ------------------------ PLUS Date of Death Accrued Int. $575.83 -0- $53.77 ------------------------ ------------------------ ------------------------ Joint OtIners (if any) None None None ------------------------ ------------------------ ------------------------ Date of Joint OtInership ------------------------ ------------------------ ------------------------ ------------- -----------------.------- ------------------------ ------------------------ Special Comments: Dauphin Deposit Corporation Common Stock registered in the names of Lewis B. Neidhammer & Marion E. Neidhammer, Ten. Ent. 1,016 shares iii $25.75 per share as of 07118/95. Addtttona' lnformat1on aval'ab.. at $20.00 per hour. On. hour Mlnlmum. Date Prepared: August 1, 1995 Prepared by: Carolyn A. Berkebile Customer Management Information Dept. (CMI) Telephone No. (717) 255-2054 Form 00-020-210 tREV 7/93) Page 1 of 2 D^UI'tilN DrI'o~IT IJM'oIK ANI) THlJ\l CUMI'''NY, "AN:HI!olllJHC.. PINN.,YIVANIA ""., PAGE No. 2 of 2 Stone Lafaver & Stone To Name: Lewis B. Neidhammer SSN: 195-07-1174 000: 07/18/95 Account No. 01301322 ------------------------ ------------------------ ------------------------ Type Safe Deposit Box ------------------------ ------------------------ ------------------------ Date Opened or Issued 04/01/81 ------------------------ ------------------------ ------------------------ Date Closed or Matured ------------------------ ------------------------ ------------------------ Date of Death Balance Not Applicable ------------------------ ------------------------ ------------------------ PLUS Location: Date of Death Accrued Int. West Shore Plaza Office Joint OiIners (if any) None Date of Joint OiInership ------------- ------------------------ ------------------------ ------------------------ . Special Convnents: N/A Additional information available at $20.00 per hour. One hour ~inimum. Date Prepared: August 1, 1995 Prepared by: Carolyn A. Berkebile Customer Management Information Dept. (CMI) Telephone No. (717) 255-2054 . '-', ~-,- '; IUHARRIS"' D SAVINGS BANK lIarris Savings Operations Center 635 Norlh 12th Street Lemoyne. Pennsylynnia 17043 7171731-1440 717/731-0859 Fax July 28, 1995 Stone, LaFnver & Stone 414 Bri~ge Street P.O. Box E New Cumberland, PA 17070 The info~ntion which you rcquected on the nccounteD) of L. B. Neidhammer Estate (nodnl S~~urity Humber 195-07-1174 ) is os follo~lIl. Account !lumber(s) 04-16-025145 04-16-035860 04-16-041496 2; Yrs. Cert. 2; Yrs. Cert. 2; Yrs. Cert. 2-4-82 7-6-83 12-5-83 $4,000.00 $4,000.00 $4,000.00 10.12 7.92 7.66 4,010.12 4,007.92 4,007.66 Individual Individual Indiyidual Class of Account Dnte Opened Principal Dnlance Accr'Jctl Interellt Dalnnce at Dote of Death Account Ownerllhip !lame of Joint Owner, ir any Dnte Ownnrshi]'l Was IStnblinhcd 7-6-83 12-5-83 2-4-82 Addi ti onnl Infor- mation Reqllnoted ACCOUNT NUMBER(SI CLASS OF ACCOUNT DATE OPENED PRINCIPAL BALANCE ACCRUED INTEREST BALANCE AT DATE OF DEATH ACCOUNT OWNERSHIP NAME OF JOINT OWNER (if any) DATE OWNERSHIP ESTABLISHED ACCOUNT NUMBER(S) CLASS OF ACCOUNT DATE OPENED PRINCIPAL BALANCE ACCRUED INTEREST BALANCE AT DATE OF DEATH ACCOUNT OWNERSHIP NAME OF JOINT OWNER (if any) DATE OWNERSHIP ESTABLISHED 04-16-046583 10-16-059380 2" Yrs; Cert. 2" lIrs. Cert. 3-27-84 12-4-84 $28,000.00 $4,000.00 53.60 10.12 28,053.60 4,010.12 Individual Individual 3-27-B4 12-4-84 Sincerely, ~~~ ~e~en L. Cale Sr. Retail Administration Services Rep. CSO[;;i S"Ji: ~EDEB~IJ. of HARRISBURG August 17, 1995 stone, LaFaver & stone ATTNI David H stone P.O. Box E New Cumberland, PA 17070 REI ESTATE OF LEWIS B. HEIDHAMHER SOCIAL SECURITY HUMBERI 195-07-1174 DATE OF DEATHI July 18, 1995 ACCOUNT NUMBER: 0256091942 0856146309 TYPE OF ACCOUNT: Certificate Certificate OPENING DATE: 7/8/85 10/13/92 ACCOUNT TITLE: Individual Individual PRINCIPAL BALANCE AT DATE OF DEATH: $10,008.73 $12,036.92 ACCRUED INTEREST TO DATE OF DEATH: $15.92 $37.45 TOTAL BALANCE AT DATE OF DEATH: $10,024.65 $12.074.37 COMMENTS: Account #0256091942 was receiving monthly interest checks. If you should have any further questions or need additional information please do not hesitate to contact me. sincerely, 6Y\..t~ Sherri Houck Assistant Manager Operations Center -~ ;~rll~fjl~1 234 NORTH SECOND STREET. P.O, BOX 1111 . HARRISBURG, PA 17106. (717) 232,6661' ~ ~~. ESTATE OF SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES FILE NUMBER Lewis B. Neidhnmmer 2195-0543 ITEM NUMBER A, I.. 2. B. I. 2. 3. 4. C. I. 2. 3. 4. 5. 6. 7. 8, 9. DESCRIPTION Funeral Elpenscl: Musselnum's Funeral Home-funeral expenses Roiling Oreen Cemelllry- Admlnlltratlve COltS: Personal Represenla\lye Commissions Social Sccurily Number of Personal Reprcsenlll\lye: Year Commission paid Attorney Fees Slone Waver & Stone Family ExempUon Claimant RelaUonshlp Address ofClaimalll at decedent's dealh Street Address City Slate Zip Code Probate Fees Lellers Teslllmenlary & 15 short cert. (S323,OO), filing Inherilllnce Tax Rclurn & Inyentory (S25.00) Miscellaneous Elpenscs: PNC Bank, N,A.-checks wrlllen prior to dcccdenl's death bul nol eleared by bank untllllfler dale of death Cumberland Low Journal-ady. Letters Tcslllmentary TIle Potriot News Co,-ady. Lellers Testamentary Notary fee on Owner's Affidnvit John Kreiger-appraisal fee on property Selllement chargcs from sale or property (S984,oo) less relmb, on taxes, sewer and refuse ($352.95) PP&L-clec\lc servicc from 08'()8-95 1001-12-96 PA-Amcrican Walcr Co,-waler servicc from 08'()4-9510 01-12-96 Boro of Wornlleysburg-sewagcJlrnsh AMOUNT $3,930.00 1,600.00 12,734.00 348.00 1,602,52 40.00 59.08 2.00 200,00 631.05 183.31 107.99 108,00 ESTATE OF SCHEDULE H MISCELLANEOUS EXPENSES CON'T FILE NUMBER Lewis B. Neidhammer ITEM NUMBER C, 10. II. 12. 13. 14. 15. 16. 17. 18. 19. 20, 2195.0543 M/sccllancous Elpcnscs Con'l: DESCRIPTION AMOUNT Joseph Milroylch-relmb. on poslage (10,75), servo rendered on moying expenses (S290.00) & u-haul , tolls & gas ($270,00) G.T. Walls. Mark Vlsh-Iawn care 9-11-951012.11-95 and snow removnl Joseph Milroylch- pNC Bnnk, N.A.-cheek printing fccs Bell AIlantlc le/ephone service from 7-23 109-24.95 ($191.15 less refund ofS7.23) AT&T-Ielephone servicc Sammons Communlcatlons-I.Y. service less refund Arnold Fuel Oil-services rendered Dayid W. Rae-Rclmb. on services rendered for movers and airfnre or dee. lIems Reserve for Flrsl nnd Final Account nnd closing e.~penses $570.75 35.00 275,00 28.62 40.75 183.92 3.48 32,60 118,33 755.60 1,000.00 TOTAL (Also enter on line 9, Rccnpilulntlon) $24,590.00 , u.s. Dr"ARTMENTOF 1I0USING AND UIIDAN DEV1!LOPMt!NT ,'" 5ETn.EMIlNTSTAmMIlNT \ -t. Admiral Search & Abstract Corporation 203 Ex/on Commons Ex/on. PA 19341-2449 II, TVP n 01' 1.0 AN I, 0 "II^ I, 0 r.w^ I, 0 COHV,UH'H' ., 1XI V^ ., 0 COHV, 'NS, .. rlLIlHUlro4lUlII ,. l.OM~HUMnn.1 81182.AS 7488083 I. MORTOAUUIHS. CASU HO.l n", farm" IUNl/Jl.td 'lJ I:lw you II ,'dltmt,1I III Delila' 1t"',lIIt11' COJII, AmOUlI1I patIllO Dlld by"" ""',nItnt 0,"11 art ",DWtt. 1"IIu morltd .(p.o,c.J~\'t" IMld uuuldt 'lit cloIIII,: ",ty art ",ow,. I"" lor 1,1/.,,,,uu/oIIO' p"rpOJI' fwd ort lIof 'nc/udtd "1 'he ,Dud'. lAMDOP DORROWDR, James A. 11lorne \DDRnss or OORROWOR, 202 W. Main Streel, Mechanlcsburg, pA 17055.6227 ~AMOOI' slll.tun, ADDnnss 01' SULLUR' I Janice L. ltae, I!xeculrlx 01 Ihe \!slnte 01 Lewis B. Neldhammer, dcceased ' c/o Dayld Slonc 414 Bridge Slrcel, New Cumberland, PA 17070 PHH Morlgage Serylces 6000 Alrluln Way MI. Laurel, NJ 08054 Lot 130, Plan No.3 of I!dgewatcr 400 N. Second Streel Dorough of Wonnleysburg. Pennsylvania 17043 AdmlralScarch & Abstrael Corporation. 20J. Exlon Commons. Exlon, Pennsy\yanla 1934\ December 29, 1995 ~AMOOP LUNDOR: ^DDRnsS or LONDOR, SDlTLl!MONTDATI!, SUMMARY OF OORRO\V1!R'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION "tj"j\^'."'J. f.......ii:\J" w".J;;\"'.'''''^. "t'".t;""',iili "NNWw"lN'!W'Xl!f1il'llW,/4' MI>(J;l"o."":t;lil.i":;;D'~;:fQ"";;di'~iibp\!;;"lim!':ji;riW'N;l;W\~"IW,~1(oF';'.' ~;tg. Q$$~P.AY~M ..~u.I.jI~:rJ:\()~~"Q~"",Y_.ufl':tt"^"..;1,~.~J~V~$..r'Uf~L~ ,VII t..J\',_~;j,.." -.\,',~~.,.~~, .""~....... ..~I,of""',_~. (J<<}~::(,;.j.~~,,~;''AA~I*"I{):~~,~..,.,4;>'"'H''' I. CU"'..., ..I.. p,le.72,500.00 01. Cou,..el..l.. prle. 72,500.00 1. I'cflunal ('Irupcny 01. rcrsnnal J1fUpcny 3. Se1l1CI1Icnl chaflCl 10 borrower: 403. ({rum lint 14 DO} 5,841.39 ADJUSTMENTS FOR ImMS rAID DY SllLLER IN ADVANCE. 106. Cloyllown 'ue. 11129/95 10 12/31/95 107. CUUl1I)' litlCI III 108. AnCSSIl1ClllS In 109. School Tax 12/29/95 10 6/~0/96 110. Sewer/Refuse 12/29/9510 12/31/95 II t. 111. 404. 05. ADJUSTMENTS FOR ImMs PAID DY SllLLER IN 406. Cloyllown ..ue. 12/29/95 10 12/31/95 407. Coullly lues In 408. AsseSSnlenlS In 409. School Tax 12/29/95 10 6/30/96 410. Sewer/Reruse 12/29/951012/31/95 411. 411. 34 7.57 3.52 DVANCE. 1.86 347.57 3.52 10. GROSS AMOUNT DUE FROM nORROWER. ~ 10i::'^MOUNTS ]i"'tniiV.Olt~lNilEIw..FbF.nOIUtOW H. Deposit or umesl monc)' )1. Principal llIlUUIU or lICW 10111(1) ll. l!AbIIIlG Inall(s) laken lubjetl In 14. Credll Closing COsls ~5. 06. 78.694.34 10. GROSS MIOUNTDUE TO sELLElll ~ 72.852.95 . nWY:J::HF$h~~~giR} ootJREbtJcTibNS:1N:AMbUNTDUEj.(f5i1t.uUti;~tiK t~ld :::/\:O::'~;::';:/'::_"" 501. UICCIS dcposh Cut IlIstructlotls} 74.650.00 501.s.III.RI.,,1 eloll'.' 10 ..lIer (IIn.14oo) 904.00 503. filisllng hU,"(I) liken subjecl 10 250. on 504. P.yol'"' nUl mon,.,. lo.n 505. rlyarr or second mortSlge loan 506. Courier Pcc payoff 507. 508. 509. ADJUSThIENT5 FOR ITEMS UNPAID DY SllLLER. 510. Cloy/IOWII I.... 10 .511. CounlY ,.... lu 511. AlleSSlllents 10 513. School Tax 514. 515. 516. 517. 518. 08. 09. ADJUSTM1!NT5 FOR ITEMS UNPAID BY sELLIlR, 210. CIlY/lown ,.... '0 211. Counly I.... 10 . 212. Aascssmcl1tl 10 113. School Tux 114. 115. 116. 117. 118. JO. TOTALPAtD DY/FOIl OORRO\V1!R. ~ 74.900.00 IOOI1CAS111A'r..6Im'1J!~lllNt.FlloWro)nOItROWll"1 ,lhjg;lt~\lh~1ill.\*,\~1 101. Omu 1,",IUIII due hUln borrl1wer (Iillt 120) 78,694.34 101. LOll aRlounl 1!11d ~y/rn' ~a"aw.r pin. 220/ 74,900.00) 510. TOTAL REDUCTIONS IN AMOUNT DUE TO SllLLER. ~ 984 .00 ."C'61." "r S",...,.. w...u-:rO/..u.....a...!.t....l'~~.. "'/f"."''''''~''''''.'! ..;.. Po ~Po. ,~"., ..Drn....U" , r.nU"'A~ QII\ ~~h ill+;,"f.4t:;~t?;,<<~k~.:~.~L:;-.i* 01. OrosalmuulIl due (Dleller fllllt420) 72,852.95 1. Leu lolal r.duellon. In amounl due ..II., pin, 520) ( 984.00) 303. CAslI r 1XI FROM) 1 0 TO) nORRO\V1!R. ~ 3.794 . 34 603. CAslI 1 1XI TO) r 0 FROM/ SELLER. ~ 71,868.95 ho. 1r tlun.. lU" ME:SI'A,lInc>>u 1.86 "--- 700. 'J:I,lTAL~LESlDROKER'S COMMISStON, s . 1..;!!.'U1IYI"Il:!IiPJ,tJ:P.MMI$!iI~N1U;JWU~jfj.$!~l;Ct),WSI1"m" 7d!. s 10 701. S Iu 703, Cmnmlulun ('IlkS It IClllcnlcnl 704. ~ ~~;.>\'P:i 801. LoAn O"glllatlulI Ice " 10 PHil Morlgage Serv ces BDl. lolli Dlscounl " 80]. AIIJlIII,,' PeA IUI PHil Morlgage ServlcCl 804. CR~II Report '01 PHil Morlgoge Servlccs 80S. \.ender', IlIlpeCllolI I., to PHil Morlgage Services amCl, Mllnells!: InlUrMlk:U 111'IIIIl.:MllulI h:1l '" 1401. ^IIUlllllllulI (ca 1118. Flood Ccrl. Fcc 10 PIHI Mortgoge Scrvlccs '809. V A Funding Fee 10 PHH Morlgoge Services 810. 811. o 'JIo. "AID FROM DORROWER'S FUNDS AT SETILRMENT rAID FROM SELLER'S FUNDS AT SE1TLRMENT 466.56 275.00 50.00 60.00 22.50 2.175.00 10 ~ffl 12/31/95 II>> $' 15.34 Id,y 46;02 mn. In )'n,IO y...IU PHil Morlgage Services PHil Morlgage ServicCl 156.96 549.96 r 1001. 'Isurd III,ullne, 1001. Monatae Il1sunncc 100]. Clly prupeny ,.... lU04. County propcny IUCI 100j, Annulil AnClSl11Cnl1 1006. Flood Insurance 1007. School Toxes 1008. 009, . . \~i\;:;;;\;l 2monlh'II>>$' month, II>> S 12moll,II, II>> S mOlllhs C S nlullthl C S 2 1II0n'hl II>> $ 7 mon,h, II>> S mOlllhs 0 S 13.08.' pcrmonth . . pcr monlh 18.88 per lIIuo'h pcr month pcr ""'11I11 45.83 per m01l11l 57.15 per monll. rer mOlllh 26.16 226.56 91.66 400.05 ;0 ';:;-""~,';:i".,....~ 1I01.Selllelll'"1 oreluoIlIl lee II. POC SI25.00 Copllol Region Land Transfcr 1101. Abslrlcl or title: ICIh:h In 1103. Tille '''lIIlnlllon '0 Rolph B.. P!nskey 1104. Tille IIIIUIIII'" blOOcr Iu liDS, Dm:umclll pR:(1lltlllon tu IIDG. Notary I... '0 1107. AlIumcy', (eCl In (i"cI,ultl a/Jove iltlllJ Numb,,,.. 1108. Tltl. IlIlullne, '0 Admiral SelU'ch & Abslracl Corporallon (illcludtl above IItJIU Numbtrl,' 1109. \.en~er', 'O""~' S 74,650.00 1110, Owner', ...era.. S 72,500.00 1111. End. 100, 300, 8.1 10 Admiral Search & Abslrncl Corporollon 11t2. Disbursement Fcc 10 Admiral SClU'ch & Abslracl Corp. tllJ, 400.00 1201. Recurdlng I..., Dcc~ S 1201. ClI)'/i:uulII)' Ill/sllm(1': 120l, Stale lu/IlIm(1l: 1204. t20S. It <~. 1301. Survey In 1302. '.CII hUpctllUII In 130]. Escrow Agreement for painllng 10 Admirol Scorch & Abslraet Corporoll 1]04. I]DS. 1306. Cerllncallon Relmbursemcnls to Admlrol Search & Abslracl Corp. 1307. 16.00 Deed S Dccd S i MonllCc $ 16.00 ; MonGllZe S i MonSlle S ; Release. S 562.50 ) 50.00 25.00 32.00 725.00 725.00 I r,... 225.00 , I ! 9.00 K/ ~ 5.841.39 984.00 .1......... . . dlllu,,",,,,. ,"Nt ....., 1<<.....1 If , 'fr:#h~ 725.00 725.00 .td'~~.IJ:<;'W~~~ 14GD. TOTALSE'I1'LEMENTCIIARGIlS (EIlIIr on Iln. JOJ, S.CC[OII J. olld -Iii.. S02, S'elIOII '.''''beslll.,.....W" _LeUd, ....., ..... . 1!fI7 et IIUo.llttlIMne &1lf'MtM, Sen,.. I.. liffWd,... .,,,, IlIb 11.lfI'''"I, the IlUb.ll<<lk'IM'" til"t:'~~:,~'lh'" lH1Z. .. II'........ ."1'''' SClllcmClI1 A.elll. ~.....~ L1lldn Mcbclh 11<<.... Dltc PII. No. Deccmber 29, 1995 81182-AS WARN.NGIII.. . uhll' I. h..I"I" tlllh r.t.. .1.."'"'.... 'I'M Ullllrd IIl.ht .. 11.'* ""1ft, "'lwt Ihnlllt ,..,,,, ~"Ikltt ..,... ,...",.... eM 11tC1.. In.,.,., """It_,nl. ..... drhllt Inl T"'~ 'I 'I~ ,".t. 1;_....., INlI SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ESTATE OF FILE NUMBER Lewis B. Neidhammer 2195-0543 ITEM NUMBER DESCRIPTION AMOUNT I. Health Fon:c-dcbt of dccedenllcss refund $190.00 .i .. . $190,00 . . ESTATE OF . SCHEDULE J I BENEFICIARIES Lewis B. Neldhammer ITEM NUMBER I. 2, 3. 4. ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY G. William Rae R.D,#2, Box 222, 30 Richard Somers Rd" Granile Springs, NY 10527 Janice L. Rae 832 Lower Ferry Road, Ewing, NJ 08628 Linda Rae Hoffman 22 Chamberlin Ct., Lawrenceville, NJ 08648 David William Rae 112 Shorebrook Dr., Williamston, SC 29697 FILE NUMBER 2195-0543 RELATIONSHIP AMOUNT OR SHARE OF ESTATE one-quarter (1/4) of son-in-law residue granddaughter one-quarter (1/4) of residue granddaughter one-quarter (1/4) of residue :,... grandson one-quarter (1/4) of residue NAME AND ADDRESS OF BENEFICIARY B. Charitablc and Govcrnmenlnl Bcqncsls: NONE AMOUNT OR SHARE OF ESTATE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also cnlcr on flnc 13 Rcco Itulalion NONE - ,.". - I.... " ." , .' ....,. ." ~.... .. i .. , ,._ .' '1"':. 1 ~ "', \' ~,.;. :.,.,:.fl..' '~'~I: ...j.~r''''''~''!';~''~~1/.:t'... '1"'''!.'' ...... .:} J,";" . . '. .'." '.- ,It . . ' , LAST WILL AND TESTAMENT OF LEWIS B. NEIDHAMMER I, LEWIS B, NEIDHAMMER, of Wormleysburg Borough, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM II I devise and bequeath all of my estate of every nature and wherever situate as follows: A. One-fourth to my son-in-law, G. WILLIAM RAE B. One-fourth to my granddaughter, JANICE L. RAE. C. One-fourth to my granddaughter, LINDA RAE HOFFMANN, D. One-fourth to my grandson, DAVID WILLIAM RAE. ITEM II: I appoint my granddaughter, JANICE L. RAE, Executrix of this my Last Will. ITEM III: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of her duties in any jurisdiction, IN WITNESS WHEREOF, I, LEWIS hand and seal this /~+~ day of , 1993. (SEAL) Page 1 of ~ '_'_"._~~"H____~~_'____.'_"_ --...>. ......0>~{;/1;,:7~.1.-~_~.;~ -,-~ -...... ' -- -. - -..~._. -- ~ , " -..--.---r--------------------------.-.------ 1..-11J/1t'111>t~ i~----- I h~~~~;,;082191t.\ C~4~ND~:~~~T~~:~~~:YLVANIA . t~.'i;lt"il<~'1.... ... .. .....O..JCIAL RECEIPT. PENNSYLVANIA INHEI\ITANCE AND ESTATETAX . '*' RECEIVED FROM: & ACN ASSESSMENT Ii' CONTROL Ii;I NUMBER AMOUNT .~NE DAVID HEAN 414 BRIDGE STREET 101 UI!,ooo.oo NEW CUMBERLAND, PA 17070 ESTATE INfORMATION, ~ fiLE NUMBER U el-19ge-Oe43 I!!I NAME Of DECEOENT (LAST) ~ NEIDHAMMER LEWIS B II OATE Of PAVMENT m POSTMARK DATE COUNTY SSN 19~-07-1174 (fiRST) (MI) CUMBERLAND DATE Of OEATH m TOTAL AMOUNT PAID .1 e ,000.00 DO RECEIVED BY 9fu..utO../, ~.hJ...:a.,/'Lb1.; ~U~ MARY c. LEWIS . .f)~G-/ REGISTER OF WILLS ~~;I- . CIO DAVID H STONE ESQUIRE SEAL CHECK" 116 ' REGISTER OF WILLS ~,~~~,~,~..,~-;:--,,,:,,,,,:--------.;-,~.,,,,,,:,:,:-:-~.-:-:-~~-...-..""- -- - - -'- - - - - - - - -7""'" - -------,~.~ , ~. ~ .~ . ,. I ., ~. . . .; .._-- . r~ ~- l.'w. : . --.~ "";":""'t---"'~ A I I I I I I I \ I I \ I I I I I l__ \ i !STAfE INfORMATION. I B I I I I I I , I I I I I I I I I I 1 I L._____ _ _ _ _ ~.._-._;:::-.-_.:_~,:::_::_ ~_- ,..""".- - - - - -. - - - ,- ~,-.- r--< I .1 . 1'", ~ I .'1' , "".; .,\ 1_ .. ' - -. ..- .~. --. --'. .. --.... ...---- -_.- -.-. ...-.. -- -- _.. ._._. ,__ __.. _._ ".u" n___'" _0 ___._ -_. ~ - -~-- -.- --'.. --- -"-- RECEIVED FROM. :B'.;v~.1' l.1.!11."i:":-:~I~"'i?~lT"T-1_"S~:'" F/'~J\:;T~;>-~' -}i,.,.;.-c::::.!..,/...t:, ." ',. '..I,iN'LVAkiAt,r :,\'~~~~fl~' . ... .(w...~u '',f~Wrft''\rj,';<11.N~<I '. :t';~~}: iiT",,,,.l1,:\i1tii.!.'W,J\Ti'~~J'n!rm ...f1\*;n~. !I"Il..'(Ly~..,"~. .." ."J~.,.",.'l., \ ACN ASSESSMENT P:'I CONTROL iii NUMBER AMOUNT D STONE DAVID H P 0 BO)( E Ivt .... t ...o~.g'l NEW CUMBER~AND, PA 17070 lOtDHU' . 21-199~-0~43 m AME 0' DICED T LAST) ~ NEIDHAMMER ~EWIS II DATE "VMEN ElI'OSTMARK DATE COUNTY 19ei-07-1174 Mil CUMBER~AND D"TE Of D AfH II TOTAL AMOUNT PAID .1,16e.07. CW ., , REMARKS JANICE L RAE C/O DAVID H CHECKtl 10eo RECEIVED BY ., , I~,# ,\ STONE ESQUIRE SEAL ," " '-. REGISTER OF WILLS MARY C. ~EWIS REGISTER OF WI~~S . ." , , , . I ,... , '. , , ., -:4 .; ,,' ,. -, " ' p. I .' " ..--" ".""6.-- ~ - 7- 1J "l-- --- f- ,., .. vi REV"1547 EX AFP 112095* CDHHOHWUllH Of P[HHSVL VANIA D[PARlHENl OF R[V[HU[ IUREAU OF INDIVIDUAL fAXES DEPJ. '60601 HARRISBURG, PA 171"'0601 . '7 ./.:' . r, NOTICE OF INItERlTANCE TAX APPRAISEHENT. ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ACN 101 DATE 07-22-96 '. ~..-- FILE NO. 07-18-95 COUNTY CUMBERLAND NOTE. TO IN-URE PRDPER CREOIT TO YOUR ACCOUNT, SUBHIT TItE UPPER PORTION OF TItIS FORH WITIt YOUR TAX PAYHENT TO TItE REGISTER OF WILLS. HUE CItECX PAYABLE TO "REGISTER OF WILLS, AGENT" REMIT PAYMENT TO: DAVID II STONE ESQ STONE ETAL PO BOX E NEW CUMBERLAND PA 17070 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 A..ount R..i U.d CUT ALON'G THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiEV:is'4i"EX"jii=j.--m":9!;"j"NCificE"-OF--iriHEii'ii'ANCE"YAin"PPRiiisEHENi'";-jii.i:OWANCE"O"Ii"""------""----"" DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NEIDHAMMER LEWIS B FILE NO. 2l 95-0543 ACN 10l DATE 07"22"96 TAX RETURN WAS' I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VALUE OF RETURN BAS~D ON: ORIGINAL RETURN 1. R..I EIt.l. ISchedul. A) 11) 2. stock. and Bondi (Schedule 8) 12) 5. Clo..1y Hald stock/P.rtn.~.hjp Int.r..t (Schedule CI 'S) 4. Hortg.gaI/Hot.. Receivable (Schedul. DJ 14J 5. C..h/S.nk Depoltta/Hi.e. Parlonal Property .Schedule E) (SI 6. Jointly ONnad Property ISchedule FJ (6) 7. T,..n,fa,.1 (Schedule 0) 171 8. Tot.l A...h APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funaral E~p.nl../Ad.. Co,t,/Hlsc. expansa, (Schadula H) C9) 10. Dabh/Hor-tllla"a LiabllIU.,/Lhn. CSchedul. U nO) 11. Tot.l Deduction, 12. Het Velue of Tax Return 15. Charitable/Gov.rnMent.1 Beque.t. CSchedule JI 14. Het V.lue of e.t.te Subject to Tax ) CItANGED 72.500.00 38.188.03 .00 .00 144.049.54 .00 .00 IB) 24,590.00 190,00 Ill) 112) 11S) 114) 254,737.57 :>4,70n nn 229,957.57 .00 229,957.57 NOTE: 14, 15 and/or 16, 17 and 18 will raturns assassed to date. If an assessment was issuod previously, linos rsfloct figuros that include tho total of Ahh ASSESSMENT OF TAXI 15. AMOunt of Une 14 at Spou..l r.t. 16: AMount of LIne 14 taxable at LIn..I/CI... A rat. 17. AMount of LIn. 14 taxabl. .t Coll.t.r.I/Cla.. B r.t. 18. PrIncipal Tax Du. 115) 116) 117) TAX CREDITS I PAYHENT DATE 09"28-95 04-10-96 RECEIPT NUHBER AA082191 AA1l2719 DISCOUNT It) INTEREST 1-) 631. 58 .00 .00 X .00. 229.957.57 X .06. .00 X .15. UB) AHOUNT PAID 12.000.00 1.165.87 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 13.797.45 .00 13,797.45 13,797.45 .00 .00 .00 . IF PAID AFTER OATE INOICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS TitAN .1, ND PAYHENT IS REQUIREO. IF TOTAL DUE IS REFLECTEO AS A "CREDIT" ICR). YOU HAY SE DUE A REFUND. SEE REVERSE SIDE OF TItIS FDR" FOR INSTRUCTIONS.) Q ~11 to r:] CJ J~ t<1.: ;10. , , \ 0\ ,.... =! o (". 'iJ <l>U; 0: ~ _J - l:' 2:> Uu RESEAVATION, E.tata. 0' d.c.d.nt. dying on o~ b,'or. D.c.ab.r If, 1'.Z .. I' ~y futur. lnt.r..t In tha ..tat. I. trln.f.rrad In pa.....lon or InJoy..nt to CI... I Ccallat.ral) b.n,'lcJ.~I.. of thl d.c.d.nt .ft.r th. ..plrstlan of any ..tal. for II'. or 'a~ v..r., th. Cu.sonw..lth h.r.bv ..pr...ly r...rv.. Ih. right 10 .ppral.. and ...... tran.f.r I~rltanc' T.... .t th. I.wful CI... a Ccallst.ral) r.t. on any .uch 'utur. Inl.r..t. PURPOSE OF NOTICEI To 'ulflll the r.qulr...nt. of S.ctlon ZI4D of the Inh.rltanc. and E.tata Ta. Act, Act ff of 1"1. 7Z P.S. Sactlon ZI4D. PAYMENT I D.tach the top portion of thl. Notlc. and .ubslt with vour p.v..nt to Ih. R.gl.t.r 0' Will. prlnt.d on the r.v.r.. .Id.. uHaka ch.ck or .an.y ord.r payabl. to, R~aIBTER OF MILLS, AGENT All p,vI.nt. r.calv.d shall flr.t b. appllad to .ny Int.r..t which .ay b. due with anv r..alnd.r appll.d to the ta.. REFUND (CA)I A r.fund 0' . t.. cr.dlt, whIch was not r.qu..t.d on the ,.. A.turn, .ay b. r.qu..t.d by cOlpl.tlna an "Application 'or R.fund 0' P.nn.vlvanl. Inh.rltanc. .nd E.tat. Ta." (REY-I]l]). Appllc.tlon. .r. av.llabl. at th. o"lc. of the R.glst.r of WIlls, any of th. 2S R.v.nu. DI.trlct Df,lc.., or bv callIng th. ,plclal 24-hour an.w.rlna ..rvlc. nutblr. for 'or.. ord.rlnal In Plnn.vlv.nla 1-IOD-562.2D5D, out.ld. Plnnsvlv.nl. and within local UI"hbura It.. (717) 717".D''', TOOl (717) 77Z"22S2 (Hurlna I.palr'd Only). OBJECTIONS, Anv p.rty In Int.r..t not .atl.fl.d with the .ppr.I....nt, sllawDnc' or dl..llawanc. of d.ductlan., or ........nt 0' t.. Clncludlng dl.count or Int.r..t) a. .hawn on thl. Hatlc. lU.t obJ.ct within .I.tv C6D) day. a' r.calpt of thh Hotlc. bVI uwrltt.n prot..t to th. PA D.pltt..nt of Rav.nu', loltd of Appuh, D.pt. ZlIDZl, tlllrrhbura, PA 17IZI.1D21, OR .-.I.ctlon to h.v. tha .att.r d.t.r.ln.d .t .udlt of the .ccount of th. p.r.anal rlpr.l.nt.tlv., OR -..pp.al to the Orph.n.' Court. ADMIN ISTAAllVE CORRECTIOHSI DISCDUHTI F.ctu.1 arror. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In writing tal PA D.p.rt..nt of Rlv.nu., luruu of Indlvldu.1 Tsn., ATTHI po.t A.......nt A.vl.w Unit, D.pt. 2ID6DI, Harrlsbura, PA 17121-06DI Phon. (717) 7.7-65D5. S.. p.ga S of tha bookl.t "In.tructlon. for Inh.rlt.ncl 'a. R.turn for. Ra.ld.nt O.c.d.nt" CREY-ISOl) 'or .n ..pl.natlan of .d.lnl.tr.tlv.ly corr.ct.bl. .rror.. I' any ta. Ooa 1. paid within thr.. (5) c.l.nd.r .onth. aft.r th. deced.nt'. d.ath, a flv. p.rcant CS~) dl.count of th. t.. p.ld It .Uow.d. . PEHAL TY, the IS~ ta. .~a.ty non-p.rtlclp.tlan penal tv I. ca.put.d on the tat.l of the ta. .nd Int.r..t .......d, and not p.ld b.fare J.nuarv 18, 19'6, th. flr.t d.y .ft.r th. and of th. t.. a.n..ty p.rlad. thl. non-p.rtlclpatlon psnaltv 1. app..l.bla In tha .... .ann.r and In the th. .a.. tl.. p.rlod a. you would .ppaal th. ~.. and Int.r..t that ha. b.en .......d .. Indlcst.d on thl. not lei. INTEREST, Inter..t I. charg.d beglnnlna with 'Ir.t d.y of dlllnqu.ncy, or nln. C,) .onth. snd ana (I) dav 'roe tha d.t. of d..th, to th. d.te of p.y..nt. T.... which b.c... d.llnquent b.fora Janulry I, I'.Z b..r Int.r..t at the rat. of .Ix C6X) p.rcent p.r snnua calculatad .t . d.lly r.t. of .DDDI6". All t.M.. which becs.. d.llnquant on and after Janu.ry 1, 19.2 wIll b..r Int.re.t st . r.ta which will v.ry fro. csl.ndar v.ar to caland.r v..r with that rate announcad bv tha PA D.part..nt of R.v.nu.. Th. sppllc.bl. Int.r..t rat.. for l'IZ through 1"6 .r'l INTEREST . BALANCE OF TAX UNPAID X NUNDER OF DAYB DELINQUENT X DAILY INTEREST FACTOR .-Anr Notlca I..u.d .ft.r tha taM b.co... dallnqu.nt will rafl.et an Int.re.t calcul.tlon to flfta.n CIS) d.v. beyond the d.t. of the ........nt. If p.y..nt I. ..d. .ftar th. Int.r..t ca.put.tlnn d.t. .hown an the Hotlca, sddltlonal Int.r..t .u.t b. calcul.t.d. ...~ , Soe attached sheets D\ glf "- ':'f 0,!2 - cuz= c- U . ~:s: ..,,8 00 0 , - (;'0 ~:{\ ~ .1 ~ :':'cO '0 'In (~'~ 8'~ fR ~. a>Q: QlE II: -::I 00 .( , Inventory of the real and personal estate of Lowis n. Neidhammer deceased 254,737 57 - . ... COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I J u: ___-->1.!!nl co bolng duly ---,,"'nrn r,. Rao aecordlng to law, dopo,o, and lay' that~. In I'vnn".rh of tho ellato of Lowl n n. Noidhnmmor "'0 of -tho-Dorough. oLWormleysbur\l. ------___, Cumberl.nd County, P.., d.collod .nd th.t the within I, .n Iny.ntory mado by . Janie" L. Rnc__ _ , the said Executrix of tho ontir. IItato of said d.c.d.nt, con,i1l1ng of all tho p."onal prop.rty and r..1 .,t.t., ..c.pt rill .,tat. ouhld. tho Commonwoalth of P.nn'ylyanla, and that tho flgur.s opposlt. o.eh It.m of the Iny.ntory rapras.nt It's f.lr y.lu. II of tho dato of d.c.dont's dllth. .i"6-hl ~ r f 4y-\; ( L and ,ublcrlbod b.fora m., f~~ ,~~. nnico . Rno E cul!i,,-.IwImlnIotmo. f 832 Lower Forry Road Ewing, NJ 08628 Adeh,.. '2 I 19 fC. - . ~tJt1:I!t.., J Knyn R It,,tt ~'. ,.~.; '. ~'I Publ!c NO'.'lCumb:r'klr'l(l t:uro. CLli-~' fr:.uxi ~ MyComn""'on~M,"",,27,1997 , ""'" Ooto of Ollth 18 Day n7 Month 1 qq~ V.., INSTRUCTIONS I. An Iny.ntory must b. fII.d within thr.o month, .ftor 'ppolntm.nt of p.rson.1 r.pr.'.nt.tly., 2. A suppl.m.nt Iny.ntory mull b. fII.d within thIrty d.ys of dileoy.ry of .dditlon.1 ....h. ], Addltlon.1 ,h..h m.y b. .tt.eh.d II to p.rson.lty or r..lty 4. S.. Arllcl.IV, Flduclerlu Act of 1'14'1. ~ ..; w .. ~ ~ .... oo w ~ .. 0. U 0 .. .. e w '" Q '" ... w :r ~ oo .. .... 0. ... U. .,; 0. E Z ... ~ 0 0. 0 W u. <( .~ := > 0 ~ :i- <( z j Z 0 C r: " ci - '" z III 0 ~ U z I w <( ... 0. 1II .... '... r: ) oo , ~ ~ -.: ,I 0 .. ..0 ... .. E - 0 " .. " 0 ... U CD " REAL PROPERTY All that oortalnlot or piece of land slluate Inlhc Dorough of Wonnlcysburg, Cumberland COUIIIY, PA being thc same premises which Eo Nom Mallcr, by her deed dnted April 23, 1945, and recorded Inlhe Office oflhc Rccordcr of Deeds ofCumberlnnd COUIIlY, PA In Deed Book Z, Volume 12, Page 184.grDnled nnd convcyed U11l0 Lewis D. Neldhnlllmcr and Mnrlon E. NcldhanlJner, his wifc. Thc said Marion Eo NcldhanlJner died Mareh 20, 1984, whcreby titlc Is yesled in Lewis D. Ncldhammcr, Ihc decedent, The property \\115 sold 10 Jamcs A. Thornc on December 29, 1995. See copy of deed oUached, S72,500.00 PERSONAL PROPERTY AARP GNMA and U.S, Treosury Fund Accl. #00615799265 - SI5.17 per share 56 shares CoreStnles Financial Corp.-High S35.375, Loll' S34,75. and mean of S35.0625 per share S 3,800.43 S 1,963.50 1,016 shares of Dauphin Dcposll Bank & Trust Co,-High S26.25, Low S25.50. and mean ofS25,875 per share 20 shares PP&L Res. Inc.-High S19.50, Loll' SI9,375, and mean ofS19.4375 per share S26,289.00 S 388.76 6 shares MLX Corp.-High S9.6875, Low S9.625, and mean of S9.65625 per share S500,00 U.S. SaYings Scries HH Bond #D99346HH doted April 1981 S5,OOO.00 U.S. SaYings Scries HH Bond #V37328HH dated April 1981 S75,00 U,S. SaYings Scries EE Bond #K218519944E dated Moy 1979 S 57.94 S 500.00 S 5,000,00 S 188.40 Daunhln Dcoosll Bank & Tmsl Co, Celt. of Dcposll #800ll147939, Principal Sl8,244.75,lnlcrest S575.83 Checking Account #OU63227843 SaYings Account #5700061244, Principal S50,I31.99, IlIIcresl S53.77 S18,820,58 S 8,162.04 S5ll,185.76 Harris Savlanl!S Bank CCIt. ofDcposlt #04-16.025145, Principal 54,000,00, Intcrcst SIO.12 Celt. of Dc posit #04-16.035860, Principal S4,OOO.oo, Inlercst S7.92 Cclt. of Dcposit #04-16.041496, Principal S4,OOO,OO, Intcresl S7.66 Celt. of Dc posit #04-16.046583, Principal S28,OOO.00, Inlcrest S53,60 Celt, of Deposit #10-16.059380, Principal S4,OOO,OO,Interesl SIO.12 S 4,010.12 S 4,007.92 S 4,007.66 S28.053.60 S 4,010.12 " . I ,- PBRSONAL PROPERTY CONT' First Fedcral of Harris bur a Ccrt. oCDcposit #0256091942, Principal $10,008.73, hUcresl S15.92 Ccrt.oCDcposll #0856146309, Principal $12,036.92,lnlcrcsl $37.45 $10,024.65 $12,074.37 I' $ 31.00 f $ 30.30 $ 413.05 $ 28.37 $ 190.00 $182,237.57 Cash on hand Palrlot Ncws Co..final pension check Nct proc:ccds Crom &DIe of personal property by Haar's, Inc. T. V, Oulde.refund Blue CrossIBlue Shleld'refund TOTAL PBRSONALPROPBRTY TOIDI Real Property TolDl Personal Property $ 72,500.00 $182.237.57 TOlDllnvcntory Balancc $254,737.57 .) - JRD/June 30, 1992/17858 REGISTER OF WILLS Cumberland County Courthouse One Courlhouse Square Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPH....NS' COURT RULES To: Personal Representatiye Counsel: DAVID H. S'l'ONE, ESQ. , RE: Eslate of r.EWIS B. NEIDHAMMER . Deceased, Late of WOHMELSYBURG BOROUGH Eslate No.: 21-1995- 54 3 Date of Decedent's Dealh: JUI.V 18. lQQ<; Pursuaotto Rule 6.12, the aboye named personal representative or the aboye 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 Slatus Report as required by Rule 6.12, In substantially the prescribed form, showing the date by which the personal representative, or altorney, as applicable, reasonably believes administralion will be compleled. The purpose of this Notice is 10 adyise you that uoless the requisite Status Report is tiled with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills Is requiJ:ed to notify the Orphans' Court Diyision, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to detennine whether sanctions should be Imposed upon the delinquent personal representatiye and the delinquent personal represenlatiye's counsel, If any. Accordingly, If the requlsile Status Report Is not filed by SEp'l'. 10 . 19lJ you are hereby advised that a request will be submitted t\the Court in accordlllce with ,Rule 6.12. Date: AUGUS'l' 26, 1997 '--fY a. . Depuly R gister of Ills Distribution to Estate File .. JRD/June 30, 1992/17858 In Re: Estate of LEWIS B. NEIDHAMMER Late of WORMI,EYSBURG BOROUGH ORPHANS' COURT DIVISION, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA Estate No.: 21-1995-0543 No. 1995-543 NOTICE OF FAILURE TO FILE SfATUS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal Representatiye: Counsel for Personal Representatiye: DAVID H. STONE, ESQ., Date of Decedent's Dea!h: 7-18-95 Date of Delinquency Notice: 8-26-97 The undersigned, Mary C. Lewis, Register of Wills. in accordance wilh Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies Ihe Orphans' COUll Dlyision. Court of Common Pleas of Cumberland County, !hat neither the above named personal represenlaliyc nor Ihe above named counsel for the personal represenlaliYe haye filed wi!h the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphaos' Court Rule and thaI the requlsile nolice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by !he Register of Wills on 8- 26 , 19...2,7and that !he ten (10) day nOlice to file lhe Status Report has expired. Accordingly, in accordance with Rule 6.12 !he Court is hereby nOllficd of such delinquency and the undersigned requests tllat a Court conduct a hearing to determine whether sanctions should be Imposed upon the delinquent personal representatiye or counsel for the delinquent personal repr~ta~ve. Date: 9-25-97 0, ~ IJ11 ~ Mary C. Lewis, Reglsle of Wills Distribution: Personal Representatiye Counsel for Personal Representatiye Estale File ~ ~ A HEARING IS SCHEDUl,ED FOR rn,'. ()C,; J~ /99 '1 IN COUR'I'ROOM NO. 1. IF 'I'HE S'I'A~US REPOR'I' ;Is FI),ED BoIiIOR DA'I'E, 'I'HE HEARING WII,), AU'I'OMA'I'I ),),y BE CANCE),) D. "..- . - ;;LAII ::::: ' A'I' II: of) A.m. '1'0 'I'HE HEARING ~~ ~LH.p f /'l'l"1