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Home My WebLink About95-00548 I'ETITION Fon I'nOBATE nnd GI{ANT OF LErnms I~"'I/e oj Jack M.-M1JJJLfm:.d___m No, .~\ - 1:15-54 <6 olso kl/owl/ as To: --olack..J1ant.2..-Mumfoxd____ I{clllsler of Wills for Ihe . /)'WllSl'd, COIlIlIY of .Cumbatiund-... III Ihc Social Se,'urlly No. -HH 12 9 6~4 Commollweal1h of I'ennsylvallin The pelllloll of Ihe IIl1der,i,\ne!1 re'peclflllly 'ellle'elll5 111111: Your pelllionel(s). who i,t:IT<."IH years of "lte or older IIl1lhe execlIl r ix in Ihe Insl will of Ihe nbol'e dee,'delll, dllled -1\ugull.LZJrn and codlell(s) daled Ji/..A named ,19~ (~IIIlC' ,drvanl circlIlIluanccl. C'.~. u'!lunci,lIl"n, drath or ("<<ular, C'IC.) Deeendelll.wa, domiciled 01 dealh III ~ulllb&L'-land CoonlY, Pennsylvania, wllh hi" la'l family or prindp.1 re,idence all..U.2..:l-N-W" ,. ",'fnr" WAY ( I~Amp ~nn 'I'nwnship) MochanJ.c.1)uJ:9-.- 1''' l-In1l\ordf"1l (lill '!f<<ll number ilntJ lI1uncipality) Deeendenl, then d 7 )'e.rs of age, died -1\pri 1 16 ,19 95 , al-Uoll ';~iri" HQsp.ita1' , Exce,,1 as fa 10IYs, deccdem did nol marry, wa, nol ',hvorced and did nol have a child born or adopted after exceullon of Ihe will offered for pro bale; was nOllhe viti I III of a killing and was never adJudiealed inenmpetem: N/ A Decendem al dealh olYned propeny wilh eSlimaled values as follows: (I f domiciled in Pa,) All personal propeny (If nOI domiciled III Po,) Personal propeny in Pennsylvania (I f nOI domldled In Pa,) Personal propeny in Coumy Value of real <'Slale ill Pennsylvania shualed as fo1l01l'5: -N/ ,', S 20,000 .. 30,000 S S S Nt Ii N" N/^~ , WHEREFORE, pelilioner(s) respeclfull)' pre,emed herewilh and Ihe gram of lellers Ihcron. reque'l(s) Ihe probale of Ihe lasl will and codieil(s) tn~t~mpnt-;1ry 11C'\lamC'n1ar)'; adminl\IUl.lion c.I.a.; administration d.b.n.c.l.a.) ... '~' ] - Aa, v9.J/. lund"J H ~S!~._=I.'{-6ld(l " n'- 7~ --- ,,- ~ 0 E .. :r. PA 17055 1023 N. Waterford WAY ~n~hanicsbur' OATH OF PERSONAL REllRESENTATIVE COMMONWEALTII OF I'ENNSYLVANIA } <IS COUNTY OF _GJ.!IDI?;RLAND The pellllo"cr(slnbove.nnmrd ,"carls) or am,m(,) Ihat Ihe stalemenlS in Ihe foregoing pelilion arc Iruc and e"rr~cl lu Ihe bcSl 0' tho knc'wledge and bclief of pelilioner(s) and Ihat as personal represen. Illli\'cts) of Ihe aho\'e deeedelll (1olilioller(,) will wcll and !fuly adm. iniSle~lh Slale according 10 lalY. / . . Sworn ;n 01 alTinned and So,'b'.CI)b,ed ~' ~ I/;..:;d).. ), /0 d: ,J VI I I' I ' ," (/o. d. f ,;;;' lC ure IlIl;tL" I ~ _L-:L__~___ a,y P _ ~ ..~ - ~- ;,I .~ If. _) Q 'ILia . ...,....~----' c-./el~.:t- - _ ~. J;2hAJla~JI r'f/V -oJ/.f!.~...-,!Jl ,& !; ~JrrC. r;EWIs" IJ{,u;'i/c'r (/ ~ /.5.- 'Y.: -/.:( '", ------------ ~ O' t. .~: . No. 21-95-548 Estutc or Jack M. Mumford , Deccascd DECREE OF PIW8ATE AND GRANT OF LETTERS AND NOW JULY 25th. 19...2L, In consldernllon of Ihe petition on the reverse side hereof, salisfactory proof hnvlng been presenled before me, IT IS DECREED Ihallhe Inslrumenl(s) dnled aUQUst described Iherein be adlllilted 10 probale and filed of rccord as the Insl will of .1A"k M. MlImford and Lellers,Testamcntarv arc hereby grnnled 10 Ju11ia Ann Sheridan - <ilk C .eM~'~~,Jfl{~"0.J- 17 . fJJUjJl'<cj-- Rcslner or Will. -; t1 HARY C. LEWIS . FEES Pro bale, Lellers, Ele. ......,.. $ 60.00 SharI Cerllficates~ OJ ... .. . .... '$ 30 . 00 Renunelnllon ,'........,..... $ N I ]J, X-Pages 5 $ 15.00 JCP TOTAL _ $ 5.00 Filed ,tlw"y, A!\WJ.~!lSl:;...... .m...qq." Martin A. Fritz, Esa. #66517 ATIORNEY (Sup, C.. 1.0, No.1 Duane, Morris & Heckschcr P,O.Box 10QJ.L_l-!bg. ,PA' 17108 ADDRESS 17171237-5500 PHONE t~ ~lJcf:t.- r ;:M~ ..:?'.;('1'~? P.;(/~. (It) nO ~5i :lJ C:~ :ow ::'l I; , ("' r; <. c. c:: ,_. -' \0 ;~ :..~ . . c.o " ~!. :-0 \ \,', ~-. .- \0 MAILED LETTERS AND ORDER TO ATroRNEY ON. 7-26-95. accordance wJ.th the investment powers given my fiduciaries. The trustees shall apply such part or all of the income or principal as the trustees may determine in the sole and absolute discretion of the trustees for the education, support and welfare of the beneficiary, by the payment of bills therefor or by direct payment to the beneficiary / by payment to any person selected by the trustees to disburse such funds, whose receipt shall be a complete discharge of the trustees therefor. If the trustees determine that it is impractical to administer a share hereunder, the trustees may in discharge of all duty hereunder deposit it in an interest- bearing account in the name of the beneficiary, with or without restrictions on withdrawal prior to age twenty-five, as the trustees deem appropriate or may pay the share to the parent or other person having custody of the beneficiary, or may transfer the funds to a custodian of the beneficiary, or may transfer the funds to a custodian designated by the trustees for the beneficiary under the Uniform Gifts to Minors Act of Pennsylvania or similar legislation in any other jurisdiction. All funds not paid to or applied for the beneficiary in accordance with the foregoing provisions shall be paid to the beneficiary at age twenty-five or to the beneficiary/s personal representative in the event of the beneficiary's death prior to age twenty-five. E. Until actually distributed to the beneficiary no principal income of my estate shall be liable for any debt / contract or engagement of any beneficiary nor liable to any legal process/ nor subject to assignment, transfer or anticipation except that any beneficiary may assign any part or all of the beneficiary's interest in my estate to anyone or more of the beneficiary's or my descendants. 1. My Trustee, in addition to power to invest in non- legal investments / shall have all the powers conferred upon Trustees by the laws of the Commonwealth of Pennsylvania and the United States. ITEM VI: I hereby nominate, constitute and appoint my wife, JULLIA A. SHERIDAN, Executrix of this, my Last Will and Testament. If she be unable or unwilling to act as Executrix, I then designate my brother JUDD M. MUMFORD, of Hampden Township, Cumberland County, Pennsylvania. No Executor serving hereunder shall be required to give bond. ITEM VII: Should my wife predecease me I hereby appoint MATTHEW S. SHERIDAN, my wife/s brother and JUDD M. MUMFORD, my brother, guardians of my two daughters until each has attained the age of 25 years. It is my express will that they be raised together. The guardians shall decide who, between them shall have I' i I. . ,. custody of my daughters. If the guardians are unable to agree as to who will have custody / I appoint Marc Witzig to decide / considering the best interests of the children and preserving my will that they be raised together. IN WITNESS WHEREOF, I have hereunto set my hand and seal at Harrisburg, Pennsylvania, this ~3d day of flCA..fvs-l- 1994. Attest: Signed by the Testator, JACK M. MUMFORD, as and for his Last will and Testament, in the presence of us who, at his request, in his, presence and in the presence of each other / have hereunto subscribed our names as witnesses. ~fj".J- C ~~ ~,~~~,_~~~t-J f~~:Jt ;;Sk1 #a . d <In~---:,. ~ ~C:".:"...;","---~~~"t> ~,~ . 'I ~/OI~~~. P/l. ..., . . AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA) COUNTY OF DAUPHIN WE, JACK M. MUMFORD, the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument / being first duly sworn according to law, do hereby declare to the undersigned authority that the Testator executed the instrument as his Last Will, that he executed it willingly, that he executed it as his free and voluntary act for the purposes therein expressed; and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of their knowledge, the Testator was at that time eighteen years of age or older, of sound mind, and under no constraint or undue influence. ~~.JC. Witness ~ <:.::::\."~~ ~ c::::::- . ~~~ N Witness C') /:d!~ of )j&l~/' , " SUBSCRIBED, sworn to and acknowledged before me by .jACK M. MUMFORD, the Testator, :.(d subscribe9-pnd sworn to before me byth,e witnesses, this ci~A day of L~~~~_~ 1994. ~uA~ J (}/lA.fl No ry Public ...... SlIt -.rtl. QM(, ...,ft* t. : M ..... CoullIJ III .::1:...15. 1. CERTIFICATION OF NOTICE UNDER RULE 5.6Ia) Name of Decedent: Jack M. Mumford Date of Death: April Will No. 1995-00548 1 (, , ,qQJ; Admin. No, PA No. 2195-0548 To the Registen I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on'or mailed to the following beneficiaries of the above-captioned estate on 11 1'1.195 : ~ Address Judd Mumford. 4178 Nanttll"!kpt Dr;"" Mn~hfln;,...n"'"r'J. P."'. 17995 Jullia Sheridan. 1023 N. WRtprFnrrl W~Y. Mn,...1'fln;~~~'lr3. p~ 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except N/A .- '. s~~Q~ Name Martin A. Fritz, Esq. Address Duane, Morris & Heckscher 305 N. Front St. P.O. Box 1003 HarrisburQ, PA 17108 Telephone(711 237-5500 Date: './ ~I) 11". '9~ 1.._' ::III, :::I P. ,., " I ~~ 1"1 I ~-~3 t; t.;' fu'; a:w- t~ 25 uo Capacity: Personal Representative x Counsel for personal representative ,. ':9 '~~~I J :.J- '/ 0 - I ,:.L.- CHECK HERE FOADATEBOFDEATHAFTER 121 IF A SPOUSAl. REV - 1100 EX. {1-I4J INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE FILE NUMBER 2J. 1~~5 054S D E C E D E N T CO"MFm~W~'b'/ofM'IlQl'NI' HARRI8e5~t '~~\2I.oeo, DECEDENra NAME (LAST. FIRST, AHD MIDDLE INITIAL) DECEDENTS COMPLETE ADDRESS J.023 Water ford Way Mechanicsburg, PA J.7055 AMOUNT RECEIVEDISEE INSTRUCTlONSI Remainder Return (for dlte. of dOlth prior to 12.13-82) Fede..1 E.lIte Tax Return Required TOIII Number of SIIe Deposh So..s COMPLETE M"ILIND ADDRESS Duane, Morris & Heckscher Suite 4200 One Liberty Place FIL1NQ RETURN ADDRESS ~P..U. N... ill\.t;.~rt.Q(~_ JiIlY. __..... _.... _............. /---- IIONATURE OF 'REPARER OTHER THAN REPRESENTATIVE 1. Rell ESllte (Schedulo A) (1) 5.000,00 2. Stoc~. Ind Bonds (Schedule B) (2) 3. Closely Hold Stock/Partnorshlp Interest (Schedulo C) (3) 26.055,00 4, MonglgeS Ind Notes Rocolvablo (Schedulo D) (4) R S. Clsh. Ban~ Deposits & Miscellaneous Personll Propeny (Sch, E) (S) 3.137,00 E C 6. Jolnlly Owned Propeny (Schedulo F) (6) J.5~,93 A P 7. Transfers (Schedulo G) (Schedule L) (7) I 6. TOIII Gross Assets (total Unes 1.7) (B) T U D. Funeral Expenses, Administrative Costs, Miscellaneous (9) J.O,355.SS L A Exponses (Schedulo H) T 10. DeblS. Mongago Uabllitles. Uons (Schedulo I) (10) 62,679.13 I 0 11. Total Deductions (total Unos 9 & 10) 111) N 12, Not Vlluo 0' Estate (Uno S minus Uno 11) (12) 13. Charltablo Ind Govornmontal Soquosts (Schedulo J) (13) ~ c;--. c.._ ADDRESS tlw.te..~~OP. .Q[lA..l;,~/:l.!l(t:y_ .~lM~.............. .... PhiladelDhia. PA 19103.73~6 OoP)'l'."'('I 1ag"'orm lC'I.." only CPly.ltrn., Inc. 34. 35J., 93 73,034,OJ. /39,G92,OS) 0,00 ) (lS) 0.00 x.~- 0.00 (17) 0.00 X .1S- O.OOX.os_ 0.00 0,00 (18) 0.00 SOCIAL SECURITY NUMDER DATE OF DEATH DATE OF BIRTH (18) (2ll) 0,00 0,00 C ~ B Hp6 ERe COK K P 5 Orlglnll ReMn Llmltod Estate 2. Supplomental ROlllrn 411. FUMo Interest Compromise (for datos of dOlth altor 12.12.82) o 7. Decodont Malnlllned 0 Uvlng Trust Ii] S, ...lL-B. (21) (21A) 121B) 0.00 0.00 0,00 [i]6. Docodont Diod Tostate · · SE SURE TO ANSWER ALL OUESTIONS ON PAGE 2 AND TO RECHECK MATH "'"' Under p.naUl.. 01 JMfPV, I d"Iar, thlll hlv....mlned thl, '1IIIn. IncludIng accompanying Ich.dul..,nd ,Ielement_flnd 10 th, bl.t 01 my knowlldll""d blll,r.1t 'Iltue, con'cland comp'e'..1 declartlhllanr..II'lal, hit b"n,.porlld II "uti nwtl.t VIILW. Dlcl.,llIon of prlparl' olhl' than Ih, P'tlo"'" '1pl"""U1I1WII. b..,do",lIlnlotrnallcno' which prlJ*'et h.. ,ny ~nowl.d~. C P o 0 R N R D E E 5 N . T NAME TELEPHONE NUMBER DATE j,':'h/{; (, ATE 'j,.../?, T ~ 15. Spousal Trln.fors (for dltos 0' dooth Iltor 6.30.94) 500 Instructions for Appllclble Porcontago on pago 2. (Includo vllues ~om Schodulo K or Schodulo M,) 16. Amount 0' Uno 14 taxablo ot 6% rato (Includo values ~om Schodulo K or Schodula M,) 17. Amount 0' Uno 14 taxablo It 15% rate (Includo volues ~om Schodulo K or Schodulo M,) 18. Principal tax duo (Add tax ~om Uno 15, 16 and 17.) 19, Crodlts Spousal Povony Crodh Prior Plymonts Discount Intero.t 0.00 + 0.00 + 0,00 0,00 2ll,litrnt:ll'~:e~r h~~ ~l:;:~~~::m.~;~~~~ ~;:"~r:::i~~:fRPAVMENT. (16) C o M C T A T b N 21. II Uno 19 Is grolter thin Uno 18. onter tho dlfforonco on Uno 21. This Is tho TAX DUE. ^' Enter tho Interost on tho bllance duo on Uno 21A. B. Enter tholDtal of Uno 211nd 21A on Uno 21B. This Is tho BAlANCE DUE, FOt'm 1500 (Rlv. 7.8<4) Act 148 of 11llM provides for the reduction of the tax rates Imposed on the net value of transfers to or for the u.a of the spouse. The rates a' prescribed by the statute will be: -3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 -2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 -1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 -Spousal transfers occurring on or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS, 1. Old d.c:ed.nl make a "anller and: .; .; .; .; a. r.talnlh.uleorlncomeoflh.propeny"anllerr.d,. .' .. . . . . . . ., .. . . . .. . . . .. . . . . .. .. . . . b. r.taln Ih. right III d.lIgnate who lI1all use the property ""nllerr.d or III Income, . . . . . . . . . . . . . . . . . . . . . c. retaln . reveralonary Interelt; Of . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . d. r....lvelh.promJseforllfeofellherpl)mOnts,ben.fIlIorclIl'.7.. . . .. . . . . . .,. . ... . .. . .... . . .. 2. If d.alh occurr.d on or before Decemb.r 12, 1982, did d.c:ed.nt wllhln two yolll'l pr.cedlng dealh ""nlier property wllhoUl r.celvlng Id.qulte conllderlllon7 If d.11h occurr.d liter D.cember 12. 1982, did d....d.nt wanller prop.rty whhln on. yoill' ot d.11h wllhoUl r.celvlng ad.qu.te conllderlllon7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .; .; .; 3. Dldd.ced.nlownln'lnlrUltfor.blnklccounllthlsorherd.11h7............................. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Ooprnaht e.) 1114 'arm toft..... only CPlyltem., Inc. Form 1500 (AeV'.'.84) ."",., .. "IV - '101 IX . (\.-") " SCHEDULE A ca".fb\"l*,W~ANIA FILE NUMBER ESTAT!! 01' Jack M. Mumford 21_95_0548 (P,operty Jolntly-ownad wlth RIghI of SUrvlvor.hlp mU'I bo dl.clo.ed on Schedule F) All ,eal e.IOIe ahould be reported a'lel, me,ke' value which .a donned aathe price a' which property would bo exchanged bolWOen a willing bUye' and a willing aelle" nelthe, bolng compelled to VALUE AT DATE ITEM DESCRIPTION undivided one-half interest as tenant in common in one-half of Parcel 811. Section 1 on the plan of Snow shoe wildlife Preserve/ Centre County/ PA and parcel containing in the aggregate 6.793 acres/ more or less. Entire parcel acquired 1/22/SB for $J.3/900 5/000.00 J. Qt more ",a.. .. needed,lnser\ addl1lonallheets of aamelllze,) CDpwItftI'(.)~'" ""'___. afty cpSyI'e"".lno.. form 1500 SChedule A (R.v. "~U) {, " .,;- " / ~, , ;' 1 AIV. '10410 . P'1Il COlllUll\l~4\g~.NI. SCHEDULE C CLOSELY HELD STOCK. !!STATI! 01' Jack M, Mumford i'lL!! NUMBI!R 21-95-0548 '1'-' O-j"'d/ . .'t,J; "'1'''-;'''' ITIlM VAWI!AT DESCRIPTION 1 Duane, Morrie ... Heckacher - capital account balanca per books, repaid to decedant's estate 26,055.00 (If more IplClII ""did. In,"" eddltlonellhHll 01 IItIMI alze,) o."rW't~ ............. DntyCPlylftlftll,lrMI. Form 1l!1OO 80Mdule C IA,v. '.12) UV.ltotlhlH21 .' -tj' ,Q ,'I' - COMMOHWU.UH or 'fNN'YlY~N1A IHHUlITANCI fAX RnUAH .!SIOIH' DlCfOfNr PI.a,. T . or Print FILE NUMBER 2195-0548 SCHEDULE C-2 PARTNERSHIP INTEREST REPORT ESTATE OF Jack M. Mumford The following information must be submitted with this schedule: ' A. Delalled de.crlptlon .hawlng the method 01 computolion utilized In the valuation of the decedenl'. Inlere.l. B. Complete caple. of financlal.lalement. or camp Ie Ie caple. of Ihe Federal To. Relurn. (Form 1065) far Ihe year of deolh and 4 preceding years, Including a balance .heel far the year of deolh. C. If Ihe Company awned Real E.lale, furnl.h a 1111 .howlng the complele addre../e. and e.tlmoled Fair Markel Volue/.. If Real E.lale Appral.ol. have been .ecured, plea.e allach caple.. . D. Any olher Information relative to the valuation of the decedenl'.lnlere.t. 1. Name 01 Partnership Duane. Morris & lIeckscher Federal I. 'D. Number 23-1392502 (A. per Farm 1065) Dale Bullne.. Commenced 1904 Law Bu.lne.. Activity Addre.. Suite 4200 One Liberty Place Philadelphia. PA 19103-7396 2. Decedenl was a l!9General DLlmited partner. If decedent was a IImlled partner, provide Inltlollnve'lmenl S 3. SALARY BALANCE OF CAPITAL ACCOUNT PARTNER'S NAMES ,. OF INCOME ,. OF OWNERSHIP A, B. C. D. 4. E.timaled Value of decedent/.lnlere.l: S 26.055 Icapita1 account per books and repaid decedent's estate) to DYe. liD No 5. Was the partnership Indebted 10 Ihe decedenl' If ye., provide amount of Indebledne.. S 6. Wo.there life In.uronce poyable 10 Ihe parlnershlp upon Ihe death of the decedenl' DYe. If ye., Ca.h Surrender Volue: S Nel proceed. payable: S Owner of Polley: IiDNo 7, Wa.there a wrltlen partnership agreement In effed 01 the time of the decedenl'. dealh' l2!IYe. DNo If ye., allach copy of agreemenl. 8. Old the partnership have an Inlere'lln any olher partnership. or corporation.' IOYe. DNo Per books and reflected II ye., report Ihe nece..ary Information on a .eparal. .heel, Including Schedule "C-l" or "C.2" for each Inlere.Un partners 9. Old the decedenl/. Intere'lln the partnership change In Ihe year before dealh If the dale of death was on or after 1 ~"13hftl or If dealh occurred prior to 12/13/B2 In the 10.1 two years' I[)Ye. DNo If ye., e.plaln: Decedent's contribution to capital 10. Wa.the decedenl relaled to any of the alher partners' DYe. lXINa If yes, e.plaln: 11. Wa.the partnership dl..olved or IIquldaled after decedenl/. death' DYe. IXlNo ' . If ye., report all the relaled Information, Including caple. of the Sole. Agreemenl and/or Selllement Sheel. 12. Wa.the decedenl/. partnership Inlere.t .ald' DYe. DNo Decedent's interest was repaid by the If ye.. provide 0 copy of the ogreemnl of .ale, elc. partnership for its book value of $26.055. .' RIY _,1IOf IX . (1-11' SCHEDULE D MORTGAGES AND NOTES CO"~rlll\l~~g~ANIA !STAT!OP Jack M, Mumford FILE NUMBER 21-95-0548 VAWE AT DATE ITeM DESCRIPTION None (If more Ip'c.1s n.eded, Inllll.ddlllonallh.... 01..."., Ilz..) ~t ICl1gp:bm .a'IIJMI' onty CPltI'eml,lnc. 'CM'm 1500 Ichedul, D (R., 7-11) ,. ." RIV. 1101 EX + ca.ITJ SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS C:Oll.f!M4\,~~'NI' ESTATI! 01' Jack M, Mumford flU! NUMBER 2J.-95-054S be dllelalll:d on ~hedulllt F\ VAWE AT DATE 0.00 ITEM DESCRIPTION 2/000.00 J. Automobile - 1915 MG 425.00 2 Four paintings 450.00 3 Four rifles 4 Loman Business Center professional services, balance due as of date of death 62,00 5 Note. Decedent died at age 42, Accordingly, no part of hiB interest in qualified retirement plans is subject to pennsylvania Inheritance tax, These plana were comprised of an HR-10 plan (value of decedent'S account $J.19/923,J.3) and a 40J.(k) plan (value of decedent'S account $23,115.B9), The entire balance in both plans was payable to decedent'S surviving wife. V.\lach addltlonalB 1/2' x 11' 111_ K marl apa.. Is needed.) eo,.,.,tghl($1 '80' 10001'I'lIcllwta.. only ~ly.temt.IM. Form 1!1OO IcMdule etRn.a-.?) .' SCHEDULE E CABH/ BANK DEPOSITS AND MISCE~LANEOUS PROPERTY (continued) " PILE NUMBER. 21-95-0540 ESTATB OP. Jack M, Mumford ITIlM NO DESCRIPTION VALUE AT DATB OF DEATH 6 Note. Decedent was actively employed at the time of his death at age 42. AS a result of decedent's death his estate became entitled to receive a death banefit payable over five years pursuant to the partnership agre"ment of DUane, Morris & Heckscher, This benefit was payable only as a result of decedent's death and during his lifetime decedent possessed no rights to borrow,pledge, anticipate, assign, possess or enjoy the same during his lifetime, The presant value of the death benefit as of the decedent's death is approximatelY $J.75,000, 0.00 7' PA Department of Revenue state income tax refund due on decedent's 1995 life period return 200,00 ,Total, (Carry forward to main schedule) $ 200.00 " .' REV.. t5Ol1X . (t,..., COM~.R,/\l~~~%W,WiY.NI. ESTATE OF Jack M, Mumford Joln'lenanl{o): A. Jullia A. Sheridan B. Mairead J. Mumford C. Brigid S. Mumford JolnUy-owned property: SCHEDULE F FILE NUMBER 2J.-95-0S49 1023 N, Waterford Way Surviving spouse Mechanicsburg, PA 17055-7632 1023 N. Waterford Way Daughter Mechsnicsburg. PA 17055-7632 ~I more spice" needed Insert Iddl1ionll sheets 01 wne size) Cottrnthlle) tt14 'Of'" 1011*.. onI)' CPlylt."", Inc. i., r. i I I 1023 N. Waterford. Way Daughter Mechanicsburg. PA 17055-7632 ITEM LETTER OATE TOTAL YAWE DECO'S DOLLAR YAWE OF FOR MADE DESCRIPTION OF PROPERTY NUMBEF JOINT It"..". OF ASSET 'IloINT. DECEDENT'S INTEREST 1 A&B 07/J.2/94 Pennsylvania State Employees Credit Union Acct, #0209729699/ jointly owned with Jul1ia A. Sheridan surviving spouse & Mairead J. Mumford, daughter, balance as of date of death $260.94 260.94 : 1/3 96.99 2 A&C 07/12/94 Pennsylvania State Employees Credit Union Acct, #0204747072 jointly owned with Julia A, Sheridan, surviving spouse & Brigid S. Mumford, daughter, balance as of date of death $2J.9.95 218,85 ; 1/3 72,95 Note: All assets jointly owne ===== by decedent and his wif were made joint more th n one year prior to death TnTA' /A1.. ".M'. I. 159, el1 'Ol'm 1500 acheeh'" FeRn. tl.lI) "IV. 1"0 EX . (1-"1 co"rN\l\l~~4\w!&!,WhY.NI. SCHEDULE G !STATI! OF Jack M, Mumford FILl! NUMBI!R 2J.-95-0548 ITEM DESCRIPTION OF PROPERTY Include Nome or Ihe ban.'''.., th.w TOTAL VALUE .. DEC'O. DOLlAR VALUe OF EXCLUSION None (If more .pace Is needed, inIOn addltlon.lsheets of aame liIe,) c.,yrte1It!Ft 18M'onnatl"laW.onI~ CP8YI'.m., Inc. Form 1500 Schedule G(Aev.a-17J .' SCHEDULE H FUNERAL EXPENSES Icontinued) .' ESTATE 0', Jeck M. Mumford FILE NUMBER. 21-95-0548 ITEM NO DESCRIPTION AMOUNT 3 Shoop. Cemetery memorial services 500.00 Total. ICarry forward to main schedule) , , . $ 500.00 " .' "IV.. '."IX. 1'-IC:I} SCHEDULE I DEBTS OF DECEDENT. " COII~.BJil~4\,'lftc\W.w.r.NI. I!STATI!O~ Jack M, Mumford FIll! NUMBER 21-95-0548 ITeM DESCRIPTION AMOUNT 1 Integra Mortgage Co., fifty percent 150') of balance due on mortgage on residence included as item #13/ Sch, E. Part 1 62/678,13 VI merlsp".I "needed,lnsenlddl1lonlllh_ oIl11l1l1llzl.) CopJrfgllllal '-"'fbr.",.-.. onI1 CPlytte"". lno. Farm 1500khed.II".....1..I3J , . REV.. 'SUI EX . ".'7, .' CO".l~~~~ANIA SCHEDULE J eSTATE O~ Jack M. Mumford FILE NUMSER 2J.-95-0548 ITeM NAME 1HJ ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR J. A. TllCIble Bequel1S: Judd M. Mumford 4J.78 NantuckAt Drive Mechanicsburg, PA 17055-7632 Brothsr Specific bequest per Item III: of the will (value $450.00) . Ba1snce of estate per Item IV: of the will. 2 Jullia A. Sheridan 1023 N. Waterford Way Mechanicsburg, PA 17055-7632 Surviving Spouse 3 Msiread J. Mumford 1023 N. Waterford Way Mechanicsburg, PA 17055-7632 aughter One-third of Item 1 Sch. F. 4 Brigid S. Mumford 1023 N. Water ford Way Mechanicsburg, PA 17055-7632 aughter One-third of Item 2 Sch. F. ITeM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR B. Cheritable end Governmenlll Bequests: None (If more lpece II needed. In.ert eddlUonal aheeta of same alllt) CoItYriIht Ie) '114 lorm Nllw.... only CPlys',"", Inc. FDfm 1503 Schedule J (A,v.I-'?) . . ."-'" ,-'--'.. "IV.. 1847 IX +'11.111 INHERITANCE TAX SCHEDULE M COllrrilli1~4\,g,fVhY'NI' I. Thl. Ich'dul,'. apprOPfJete only for fatale. 01 d,c'd,n.. dytng alter Dec,mber 12, 11182, This IChedule Is 10 be ulld for aU Mull 1n1e1l1lS wher, th, rile 01... which will be 'ppllclble wh,n th, Mull Inlolll1 ve... In II. B NAME OF SEll (M)MeIe O"TEOFBIRTH "GE ON O"TE OF RELATIONSHIP Ill. Explana~an 01 ComPfoml., Oller: IV. Summery 01 Comproml., Oller: 1. Value of Future Interelt. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . 0.00 2. Amoun. 01 Un, 1 Exernp.lrom Tax. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . (0110 'nter on Un, 13, Recapitulation) 1 Amoun. 01 Un, 1 Taxable a'6'" Role. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . " . (also 'nter an Un, 1~, Tax Camputatlon) 4. Amoun.ol Un, 1 Taxable all~'" Role. . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . 0.00 0,00 0,00 (If mar, .pa.. " n.eded. allach addltlon,l B 1/2 x II'ohl...) CopplWlI 1Il.... 'or.. sot.... oNv CP....letnI.lnc. FDrm 1SDO achedul. M (A.V.1'~IIJ .' COUUONWEALTHOF PENNSYLVANIA INHIRITANCE TAlC DIVISION SCHEDULE N SPOUSAL POVERTY CREDIT (AVAIlABLE FOR DECEDENTS DYING AFTER lmllll1) REV.114.EX(1-I2J " ESTATE OF Jack M. Mumford FILE NUMBER e. SUBTOTAL (Un.. 51, b. c, d) . . . . . . . . . . , . . 7. Total Gro.. As..ts (Add lines 1 thru 6). . . . . . , . . e, Total Actu.1 Uablli1les. . . . . . . . . .., ... . 9. Net V.lue 01 Estate (SubUct line 8 tom line 7). . . . . ............................. . !:~AAt'l:d!,'gI4CLlLATIONO~GROSS ESTATE 1. Taxable AS"\l1Ota1 tom IIn. 8 (cov.rsh..t). . , . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . , . 2, Insuron"" Fl'oceedson U!e 01 Dec.d.nl. ..........,...........,..........,.... 3, RellrementB.n.llIs, . . . . . . . . , . , . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . , . , 4. Joint As..ts with Spou... . . . . . . . . . , , . . . , . , . . . . . . . . . . . . . . . . . . . . . . , . . . . , . 5. PA I..olIeryWlnnlngs . . . . . . . . , . , . . . . . . . . . . . . . . . . . . . . . . 51. Othet Nontaxable A...ts: UII (Attach sch.dule "n.c....ry) . . . . . . . . . . . . . ............................. . li:'~=~ji~.~!,]i!i:,C;~~C\JL.t\'fIO~ OF JOINT EXEMP,T10N il,N?,OME - (AttaCh, ~ople5 ,of Federallr~l~dual'l~cO.mB Income: .. Spou..... .. .. . .. . .. .. .. .. , .. .. . b. D.""denl .. . .. .. .. .. .. .. c, Joint.. . . . . . . . . . . , . . . . . . . . . . . . . d. TIlCExemptlncomo . . . . . . . . . . . . . . . . . , .. Oth.r Income not IISllld .bov.. . . . . . . . . . . , , 4, Aver.g. Joint e..mpllon Incom. C.lculation 41. Add Joint e..mption Incom. tom .bov.: 111) 0,00 + (21) 0,00 +(31) 0.00 . 0.00 t ..3\ 4b. Avor.g. Joint e.emption Income. . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . , . . . . .. . 0.00 ,1::~Mr)i,!i~I~~~Y~~9N(,,~S~OLlSAC !'OVERTY 'CREDIT FOR 'RESIDENT .AND NONRE,SIDENTESTA T~~':1'" ' 1. Insert amount of taxable transfers to spaule or S 100,000, whichever Is less . . . . . . . . . . . . . . . . . . . . . 2. Mul1lply by cr.d~ perc.ntag. (...Ins.uctlons). . . . . . . , . . . . . . , . , . , . . . . , . . . . . . . . . . 3. This Is tho amount of tho R.sid.nt Spou..1 Poverty Cred~. Includ. this figure In the c.lcul.tion of tatal credits on line 18 of the cover sheet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4. For Nonresidents, enter tho ratio of the decedent's gross estate In PA to the value of the decedent',grolsestate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5, Mul1lply 11n. 3 by IIn. 4 .nd .nter tho lXltal here. This Is the amount of tho Nonr.sld.nt Spousal Poverty Cr.dlt. Includ. this figure In tho c.lculatlon 01 IOtaI cr.dlts on IIn. 1801 tho covet sh..t , , . . . . , . . . . . . . Copyr"'''ICC~ 1884 tonft tau..,1 only CPIY"lml, Inc. FOtm 1!500 8ch.dull N (AlV. 1.'2) 1/ /,:;_,-6-1'1 C/v-' REV-1547 EX AFP 112-95* COKHOHWEAlTH OF PENNSYLVANIA DEPAATHEHT OF REVENUE BUREAU OF INDIVIDUAL TAXeS DtPT. UD6al HARRISBURG, PA 111'8.06Dl ACN 101 NOTICE Of INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSNENT Of TAX DATI! 05-27-96 FILE NO. 04-16-95 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBNIT THE UPPER PORTION Of THIS fORN WITH YOUR TAX PAYNENT TO THE REGISTER Of WILLS. NAXE CHECK PAYABLE TO "REGISTER Of WILLS, AGENT" REMIT PAYMENT TO: FRANK G COOPER ESQ DUANE ETAL 1 LIBERTY PL STE 4200 PHILA PA 19103 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 Allount R...Ut.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEv:isW-EX-"Fi'--nz-:ijifi-iliificE--OF--fliHEififiiiicPrA'x-iipjiiiiiisEHEili'-;-"Li:oiiANcE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MUMFORD JACK M FILE NO. 21 95-0548 ACN 101 DATE 05-27-96 TAX RETURN WAS. (X I ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Eat.l. (Schedule Al (1) 2. stock. and Bonda (Schedule BJ (2) 5. ClDa.ly Hald stock/Partner.hip Intar..t (Schedule C) (5) 4. Hartg.ga./Hot.. Receivable (Schedule 0) (4) 5. C..h/Bank D.po.lt.~Hl.c. Parlonal Prop.rt~ (Schedul. EJ (5) 6. JointlY Ownad Property (Schedule fJ (6) 7. Tran.fara (Schedule OJ (7) 8. Total A...t. I CHANGED 5.000.00 .00 26.055.00 .00 3.137.00 159.93 .00 (81 34,351. 93 APPROVED DEDUCTIONS AND EXEMPTIONS: 10,355.88 9. Funaral EMpan.a./Ad.. Co.ta/Hi.o. EMpan.a. ISchadula H) 19) 10. Dobb/N.dgogo LloblllUu/Lhn. (Schodulo II 1101 62.678.13 11, Totol Doductlon. (111 12. Net V~lu. of TaM Return (12) 15. Charitab1e/Oov.rn..ntal 8aQua.t. ISch.dula J) C1!) 14. Nat Value of Estat. Subj.ct tc TaM 114) . NOTE I I~ an assessment was issued previOUSlY, lines 14, 15 and/or 16, 17 and 18 re~lect ~igures thet include the total o~ Ahh returns assessed to date. ASSESSMENT OF TAX: 15. A.aunt of Line 14 at Spou.al rat. 16. A.ount of Lin. 14 t.Mabl. at LJn.al/C1a.. A rat. 17. AftOunt of Line 14 taMable at Collataral/Cla.. B rate 18. Principal TaM Due 7:o\.n:o\4 nl 38,682.08- ;00 38,682.08- will .00 .00 ,00 .00 lISI lI61 lI71 ,00 ,00 .00 X,OO. X.06. X ,15. lI81 TAX CREDITS I PAYNENT DATE DISCOUNT l+ I INTEREST (-I RECEIPT NUNBER ANOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ,00 .00 ,00 .00 . IF PAID AfTER DATE INDICATED/ SEE REVERSE fOR. CALCULATION Of ADDITIONAL INTEREST, If TOTAL DUE IS LESS THAN tl, NO PAYNENT IS REQUIRED. If TOTAL DUE IS REflECTED AS A "CREDIT" (CRI, YOU NAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORN fOR INSTRUCTIONS. I C\ ..~ - ~ 0 1G :;;0.: N " '}:~ 0.. c.: ,:j ,'.t->- , <) 00 N q n '" ~ j U ;~ ~... C .> ~;I (J '" i': .IJ III a: ~ E a: ..!E:> 00 RESERVATION I E,'st.. of dleldents dYlnl on or bltar. Dlclaber 12, 19'2 .. l' any lutu... lnt.r..t In thl ..tst. I, tran,flrrld in po.....lon or enJoy..nt to el... 8 (colllt.ra.) beneflcl.rl.. of the decedent .,t,.. the ..plratlon of ~y ..t.t. for 11'. or for y..r., the Cu.aonw..lth har'by ..pr..,ly .....rv.. the rl~t to I9pr,I,. ~ ...... tren,',,, Inherltancl ,.... It thl lewful Cll.. . (col1,t,r.1) rat. on any .uch lutur. Int.r..t. I'IJIll'OU Of HOTlr~1 To fulfill thl r.qulr..ants of Slctlon 2140 of thl InherltanCI and E.t.t. ". Act, Act II of 1991. 72 P.S. SICtJon ZlU. PAYHENTI DetKh the top portion of this Hotlu and lubIIlt with your plyunt to thl RIDlalsr 0' Wills printed on the rlVa.... ,.h. nH.... check or lIOMy order plyabl, tal REGISTER OF HILLS, AGENT All pay-.nt. ~acalv.d sh.11 fl~.t b. appll.d to any Int.~..t which ..y b. due with any ~"alnd.~ applied to the tax. REFUND (tA)1 A ~.fund of . tax c~.dlt, which wa. not ~.qu..tad on tha Tax R.tu~n, .ay be r.qu..t.d by co.,letlnl an "application fo~ R.fund of Penn.ylvanla Inhe~ltanc. and E.t.t. T.x" (REV-I,15). Application. a~a av.llable at the OfficI of thl Rall.tl~ of Will., any 0' thl 23 R.v.nu. DI.t~lct Offlc.., o~ by call1n. thl .p.clal 24-hou~ an'WI~lng ..~ylcl ~~. fo~ 'o~.. o~da~lngl In P.nn.vlvanl. 1-800-56Z-Z050, out.lda Penn.ylvanla and wIthin 10c.l H.~rl'bu~g .raa (717) 787-8094, TOO. (717) 712-225Z (H.arlng lapal~ld Only). OBJECTIONSI Any party In Intlr..t not ..tl.flad with the appr.I...ent, .Ilowanc. or dl..llowanc. of daductlon., o~ .......ant of tax (Including dl.count or Int.ra.t) .. .hown on thl. Notlc. .u.t obJlct within .Ixty (60) day. of r.c.lpt 0' this Hotlc. bYI AD"IH UTRATlVE CORRECTIONS I --wrltt.n prot..t to the PA n.part..nt of A.v.nue, Board of APp..I., Dlpt. ZaIOZI, Harrl.burg, PA 171Z8-1021, OR --.tactlon to hava the ..U" d.taralnad at .ueUt 0' thl account of the p'~.onal rap~'..nt.tlv., OR -.app..l to the Orphan.' Court. DISCCMlT I FftCtu.1 'r~or. dl.cov.rad on thl. ........nt .hould b. .ddr....d In writing tal PA O.pa~t"nt of R.v.nu., Bur.au of Individual T.x.., ATTHI po.t A.......nt A.vlaw Unit, D.pt. Z80601, H.r~l.burg, PA 17128-0601 Phon. (7171 787-6505. s.. p'.a 5 of tha bookl.t "tn.tructlon. fa~ tnh.rltlnc. Tax R,turn for. R..ldent D.c.dent" (REV-ISOI) far an Ixpl.n.tlon of edalnl.tratlv.ly corr.ctabl. .rrar.. If My tax dua Is p.ld within th~aa U) c.l.nder .onth. .ftar the d.c.dlnt". d..th, . fly. percent cs:n discount of the t.x paid I. .llow.d. The 15X t.x .-na.ty non-partlclp.tlon pen.lty I. cu.put.d on the tot.1 of the tax and Int.r..t .......d, and not p.ld b.far, January 18, 1996, the flr.t day ,'t'r the .nd 0' the tax .~..ty p.rlad. Thl. non-partlclp.tlon panllty I. .pp..labl. In the .... ..nn.~ .nd In the thl .... tl.. p.rlod .. you would app.al the tax ~ Int.r..t that h.. b.en .......d a. Indlcat'd an thh notice, PEHALTY, INTEREST I tnt.r..t I. cha~ald b..lnnlng with 'Ir.t day of d.llnqu.ncy, o~ nln. C,) eonth. and an. (1) day frol the data of d.ath, to the data of p.yaant. Tax.. which beea.. d.llnquent b.fo~. Janu.ry I, 1982 b..r Int.ra.t at the rat. of .IM (6X) PI~c'"t plr annul c.lculat.d at . dally rat. of .000164. All t.M., Which blc", d.llnquent an and .ftar January 1, 19a2 will b..~ Int.r..t .t a ~at. which will vary froa caland.r y..r to cal.ndar va.r with that ~.t. announcad by the PA Dep.rt..nt of A'vanu.. Tha appllcabl. Intar..t r.t.. fa~ 19a2 through 19'6 .r'l '!!!t tntar..t Rat. Dally Intara.t Fector ~ Intara.t R.t. DailY Int.ra.t Factar 1912 ..~ .000541 1'87 OX .000r47 19as 16~ .000U8 1981-1991 11% ,000501 19a4 Il~ .000501 1992 OX .000Z47 19a5 n~ ,000556 1995-1994 7X .00019Z 1916 1D~ .000274 1995.1996 .~ .000U7 --Intaralt h calcul.t.d .. fOUOWII INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. ia.ued a't.~ the tax baco.aa dalinquent wiil r.fl.ct an Int.r..t c.lcul.tlon to flft.an CIS) dlY' b.vond tha data of the ........nt. If payaant I. .ad. .ftar the inter..t caaputatlon data ahown on the Hotica, additional int.r.at au.t be c.lcul.tad. ;.5-- '1.5,-/~ BUREAU OF INDIVIDUAL TAXES INHERITAHCt 'AX DIVISION DEPr. nUll HARRIIIURG, Pi 1712.-a6Dl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN c.... *' .(1......." 11M.. FRANK G COOPER ESQ DUANE ETAL 1 LIBERTV PL STE 4200 PHILA PA 19103 11-04-96 MUMFORD 04-16-95 21 95-0548 CUMBERLAND 201 Allount R..l tt.d JACK M MAKE CHECK PAVABLE AND REMIT PAVMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTEl To In.ur. proper orad!t to your acoount, lub.it the upper port Jon of thi, for. "lth your taM P.y-.nt. CUT ALONO THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ~ Rifv:4ijj-EX-iiFP--ioi:;96j-----.JJ-HO-ficE--OF--DETEiiHiNiifiO-N-AN-D-AS-SESS-HEHT----------------------------- OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF MUMFORD JACK M FILE NO.21 95-0548 ESTATE TAX DETERMINATION ACN 201 DATE 11-04-96 1, Credit For Stete Deeth Taxe. ae Verified .00 2. Penn.ylvania Inheritance Tax A......d (Excluding Di.count and/or Int.re.t) .00 3, Inh.ritance Tax A......d by Oth.r Stat.. or T.rritori.. of the Unit.d State. (Excluding Di.count and/or Int.r..t) .00 4. Total Inheritanc. Tax A......d .00 5. P.nn.Ylvania E.tat. Tax Du. .00 TAX CREDITS I PAVMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST (-) AMOUNT PAID .. . TOTAL TAX CREDIT .00 BALANCE OF TAX DUE ,00 INTEREST AND PEN. ,00 TOTAL DUE .00 "IF PAID AFTER THIS DATE. SEE REVERSE SIDE IIF TOTAL DUE IS LESS THAN 'I, NO PAYNENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUHD, SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS,) LO '.' . ) I; ,--.. ,. , , (t\L J '-~ ,;.. :J UU I'IaPllSE DI' NOna. To fullU. the ,..qul,...."h of IMUon 2145 Ib) of thl! IntMr!tMCI IInd Eltat, Tlx Act, Act lZ of 1"1. (71 p,'. IHUon 2141). PAVttEHTI htlldl thl top portion of thh MoUe. IIf1d ......U '11th ~our ,IYNn' to tM R.,ht.,. 0' NUb ,,.1"'" on tIM rav.r.. llde. ... "_I check or -.y or_,. p'webh tal REOISTER OF NILLS, AOEHf. All "YNn" nc.h," INll be ..-11" first to My Int.r..t whIch "V' be dlM with MY rH.JncS.r 1IPP1IMt to tM t.x. Rtf'1JrCD (CA)I , r.fund 0' . hx or-edit MY be r~.t... by caphUng M "Appllc.t1on far R.fund 0' '....V'I"."I. Im.rlt-.cl Met Eltat. T.... CREY-1St:U. AppllnUon. Ir. IVIU_II at tM D'fJca of ttM _....t.,. of NUb, MY of thl ZJ R.v~ DI.trlct OffIcI, or frol the O"lrt-.nt'. Z4-hour ....werlng .a"vlcl ~r. 'or far.. ordering. In Penn.wlv..... 1-'00-362-2050, out.lda P~.V'lv."l. ~ within local Harrisburg .r.. (717) 71'-8094, TOO. (717) 772-2152 (Helrlng 1.,.1,," Only), OIJECTlDHSI Any party In Intlr..t not ..thfted with ttMI ........"t of t'lI .. .hown on thh notle. ..y object within abty (60) d.va 0' rec'lpt of thh Noth:. by, --wrlUan prota.t to the PA Depart...,t of R.vanue, lo.rd 0' Appe.h, Dttpt. lalOll, H.rrhbur" PA 17UI-1021, OR .-aINtlnt to tww. the utt.r det.r.lned .t Mldlt of the per.on.1 r.,.ra'Wltatlv., OR --appaal to the Orph...... Court. ADftIN- IITRiTlW: CORRECTIONS I Factual .rrors dhcov.red on thl. .........t should t>>. addra.." In writing tOI PA D.part...,t of R.Vanull, lur.au 0' Individual Tall'a, ATTN, Poat A.....Mnt R.vl... Unit, Dept. Z10601, H.rrlabur., Pi 17121-0601, Phone (717) 717"6SDS. S_ page 5 of ttMI bookl.t -In.tructlon. 'or IntMlrltanc. ra. Raturn for. R..ldant Decedent" IREV"15Dl) for ~ ..planatlon of ad.lnl.tratlv.ly correetabl. error.. PEHAL TV I TtMI In tl. aan..ty non-partlc1p.tlan p."alty h Cl*pUt.d an ttMI tot. 1 of the tIM WMf Int.,...t ......R, WMf not p.ld tt.'ora Janu.ry 11, 1996, ttMI ftrn day aft.r the end 0' thli tI. aantIlty p.rlod. Thlt non-partlolp.tlon P8NIlty h .".alabla In the ... aannar WMf In thli the .... tI.e Plir lod .. YOU would ~.1 the t.. WMf 1ntar..t th.t haa blan .......d .. IncUc.t'd on thh notlc.. INTEREST. For d.t.. 0' de.th on or aftar 10"}-.1, P.no.ylvanl. E.tat. Tex b..ad on tha Fadar.l Eat.t. T.x raturn baco.l. delinquent at the axplratlon 0' nl~ (09) lonth. 'roe the data 0' de.th, For data. 0' death prior to 10"5-91, Penn.ylvanl. E.tata rax ba.ad on the Fadaral E.tata rax r.turn ~.... delinquent at the aMPlratlon 0' elghtaan (II) aonth. 'r.. the data 0' death, rax.. which bee... dell~t ba'or. January 1, 191Z baar Int.ra.t at the rat. of .IM (6k) percent pa,. ~ calculated at a dalh rata of .000164. All taxa. which bac... delinquent on or aftar J."."ary I, 1'12 wUI bea,. Intarllt at I rat. .,...Ich ..Ul vary 'r.. c.I.xlI,. Yllr to cII.xlar ya.,. with th.t rat, ~ad by the PA Dep.rt.....t 0' Rav~. TM appllcabl. Int.,.s.t rat.. '0,. 19JZ through 1996 .rll V..r Intlr..t R.te D.11y Intar,.t Factor Vaar Jnter..t Aat. D.lh Jnter..t Factor 191Z lOX .000541 1917 'X .OnU7 1915 I'X .000411 1.11"1991 IIX .000301 I... m .0aOSGl 199Z OX .000Z47 1'15 ax .000556 1995"1994 7X .00019Z 1... I'X .000Z74 1995"199' OX .000247 "-Inte,...t I. calculated a. follow., INTEREST. BALAHCE OF TAX UHPAIO X HUXSER OF DAYS DELIHQUENT X DAILY INTEREST FACTOR --Any Notice tuued .ft.,. the t.x bee.... delinquent will refl.ct an Inter..t celculaUon to ,1ft.." USl dava beyond the data 0' the .........,t. If pe)OlMMt Ia ... e'tar t~ Inter..t coaput.Uon data ahown on the NoUca, eddltlONI Inta,...t .u.t be celcul.tad. PURPOSE: DP' HOflCEI To fulfill the r.qulr.-.nt. of s.ctlon 21~5 Ib) of t~ l~rlt~cl and E.tltl TIM Act, Act 22 of 1'91. 172 P.S. Section Zl~U. PAyttlHTI D.tach the top portlan of thl. Hotlcl and .ub.lt with your plY.lnt to thl AIgl.tlr of Will. prlntld an thl r.v.r.. .Id.. .... HIk. chick or .onlY ordu p.y.bl. tal REGISTER OF MILLS, AGENT. All p.Y.lntl uCllv.d .h.ll b. .ppll.d flr.t to .ny Int.rllt which I,Y b. due ..lth .ny n..lndu appllld to thl tall. PEFUND (CA h A r.fund of a tlM cr.dlt 'IY b. r.quI.t.d by ca.plltlng an "APpllc.tlon for A.fund of P.nn.ylvanla Inherltanc. and E.t.t. "M" (AEY-IlIl.. Application. .r. .v.llabl. at the Dfflc. of the Rlglltlr 0' Will., any 01 the " A.v~. DI.trlct OffiCI' or frol the Dlp.rt..nt.. 2~-hour an....rlng ..rvlc. nUlb.r. lor lor.. ard.rlng~ tn Plnn.ylv.,,11 1.100-"'-2050, autlld. p.nn'vlvenll Ind ..Ithln lacII H.rrl.burg Ir.. (117) lI1-IO'~, 'DDI 171,. 172-22S2 (H..rlng 1lPllr.d Only.. OBJECTIONS I Any p.rty In Int.r..t not ..tl.,I.d ..Ith the ........nt 01 t,lI al Ihawn on thl. notlc. ..y obJ.ct ..Ithln .IMtv (60) d.y. a' r.c.lpt of thl. Hatlc. bYI .....ritt.n pratllt to t~ PA D.part...,t 0' Rlv.nua, Baird of App...., D.pt. 281021, H.rrhburg, PA 17121-1021, OR --.llctlng ta,h.v. thl ..ttar d.t.raln.d .t ludlt a' the per.an.1 upru.ntatlvl, OR --app..1 to the Orphen.. Court AOftIH. ISTRATlVE CORRECTIOHSI ,.ctu'l .rrar. dl.cov.r.d on thl. ........nt .hould b. .ddr....d In ..rltlng tal PI. D.p.rt..nt 01 A.v.nue, Bur.au 0' Individual 'IMa., A"HI Po.t A.......nt R.vl.w Unit, D.pt. 210601, H.rrl.burg, PA 17121.0601, Phon. (717) 717'6505. S.. p.g. S 0' the bookl.t "In.tructlon. 'or Inh.rltanc. T'M R.turn for. A..ld.nt D.c.d.nt" tREY-ISOI. lor an 'MPla"atlan 0' Idalnl.tr.tlv.ly corr.ctabl. .rror.. PEHALIYI 'h. IS~ t,M a."..ty non.p.rtlcJp.tlon p.n.lty I. co.put.d on thl tot. I of the till .nd Int.r..t .......d, end not p.ld b.lor. J.nu.ry II, 1996, the IJr.t dlY .,t.r Ih. .nd 0' Ih. I,M .."..tv p.rlod. Ihll non.p.rtlclpltlon p.n.ltv I. IPp..I.bl. In Ihl .... .ennlr and In Ihl Ihl .... tt'l p.rlod a. YOU ..auld .pp..1 Ih. t'M .nd Int.r..t th.t h.. b..n .......d .. Indlc.t.d on thl. notlc.. INTEREST, Addltlon.1 Plnnlylvanl. E.t.l. "M .......d .. . r..ult 0' . ch.ng. on Ih. F.dlral E.t.t. T'M clo.lng Iltt.r blcGl.' d.llnqulnt .t the .MPlr.tlon of an. Cl) lonth 'ro. the d.l. thl 'In.l notlc. a' the Incr.... In F.dlr.1 E.t.t. T.M I. rlellvld. '.1lI., ..hlch b.e... d.llnqu.nt bl'or. J.nu.ry 1, 19.2 b..r Inl.r..t .t Ih. r.l. 0' .Ix C6~) p.rc.nt plr annUl c.lcul.tld at . d.lly rat. 0' .000164. All t.llI., which b.e... d.IJnqulnl on or .fl.r Jenu.rv 1, 19'2 will be.r Intlr..t .t . r.t. which will v.ry 'ro. c.l.nd.r y..r to cIl.nd.r y..r ..llh Ih.t r.l. announc.d bv thl PA Dep.rt..nt 0' Alv.nul. Th. .ppllc.bl. Inl.r..t r.t.. 'or 1'12 through 1996 .r'l ~ Interllt R.t. Olllv lnt.rut F.ctor !!!! Intlrllt Ral. D.lly Inler..t hclor 19az ..~ .0005'" 1987 .~ .00GZ~1 1915 I'~ .00041' 19811-1991 IU .aoUoI I9I~ 1I~ .OOUOI 1992 .~ .0002,.7 1915 U:C .000356 1991-199" 7X .00019Z 1986 lOX .00027" 1995-19" .~ .IOGZ'" --lntlrllt Is celcul'led .. 'ollawu INTEAEST . BALANCE OF TAX UNPAID X NUnSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlel I..u.d .ft.r the t.x b.ca... d.llnqulnt ..Ill r.fl.ct In Int.r..t c.lcul.tlon to ,Iftlen C15) d.y. b.yond Ihl d.l. 0' Ih. ........nt. I' p.y..nt I. ..d. ,'t.r the Inllr..t cOlput.tlon d.t. .hown on Ih. Notlc., .ddltlon.1 Inl.r..t au.t b. c.lcul.t.d. COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND J HI Jullia A. Sharidan being duly sworn according to law, dopo.e. and .ay. that s he Execu.t.r.1x-.__ ___ 01 tho E.lato 01 --lad' M Mumford late 01 ~,~c;,!:1_al!.~P!3!'!lF9 ..,._'_H.__________, Cumberland County. Po., deceaud and that tho within I. en Inventory medo by Jul1i~-'-s.)leridlJ1l.- __ ' , the .ald inventorv_ 01 the entiro e.tate 01 sold decedent, con.lstlng 01 all tho personal prop.rty and real ..tate, except real estate ouhlde the Commonwealth 01 Penn.ylvenle, and that tho figure. opposlta oach Item 01 the Inventory repr..ent It'. laIr value a. of tho dato 01 docodont'. doath, , , ',--v-;./ :':J;({ ..t?,;'A / and .ub.crlbod bol... me/ ~/~...-o.d/l~.. ':/ - ~~iia A. Sheridan u;(~ e..cutor . Admtnhtnfor 1023 Waterford Way .. lIJWIM.SfN.iJ SlRf'(s, ClNlK. by PIdC IWTIstuQ. ~ IlaJlj1Io Cour4y My Commission ExIll~~ 15. 1900 Oat. of Death 16 Dav Mechanicsburg, PA 17055 Add,... "pxil 1 \l\l5 Month V.., INSTRUCTIONS I, An Inventory must b. flied within three month. alter appointment of personal repr.sentatlv., 2, A supplement Invontory mu.t b. fIIod within thIrty day. of discovery of additional aueh. 3. AdditIonal sheoh may be atteched .. to personalty or realty 4, See ArtIcle IV, Flduclarl.. Act of 1949. 'tl ~ ~ 0 .,; Ul .... .. co e M !< " ... ~ Ul ::l .. Ltl A. Iii :E " .. N 0 0 .. ... g Ul Q '" ~ I i!: '" , " ... .. Ltl A. .... u. :E .; A. ~ E '" Z ~ 0 '" f'< 0 Ii. .... A. :l: .-i W 0 < .lI: i- '" .< N > Z '" U ~ 0 III C '" .0: Q .., " N '" z <3 t:: 0 '" Z w < M ... '.. A. ." 0 ... C' ~ " - -c III 0 .. :<: A ." ... .. E - .. 0 " 0 it 0 .... '" Invontory 01 tho roal and porsonal ostate 01 r ,JlIck MlIntz Mumford docossod Realllstale: Undivided one-half Inleresl as lenanl In common In one-half of I'arcel "11, Seellon I on Ihe S,OOO 00 plan of Snow Shoe Wildlife I'reserve, Centre Counly, I'A and parcel eontalnlng In the aggregalo 6.793 aeres, more or less. Ilnllre parcel acquired 1/22/88 for S13,900 " I'artnershlp Inlcrest: Duane, Morris & IIcckscher - capital account balance per books, repaid 10 decedent's eslate 26,05S 00 I'resenl value of Dealh Benefil payable 10 decedenl's eslale pursuant 10 partnership agreement 17S,S90 00 of Duane, Morris & lIeckscher Personall'roperty: AUlomoblle - 1975 MO 2,000 00 Four Palnllngs 42S 00 Four Rines 4S0 00 Lonnan Business Cenler- for professional services, balance at dale of dealh 62 00 PA Departmenl of Revenue slale Income lax refund due on decedent's 1995 life period 200 00 relurn Traveler's checks 220 00 Prudenllal accounl 2 S8 TOTAL 210,004 S8 'il"j '.' ;~'~. ': "' f "~' " ~~q"~~~""~""'"'',''''' '-."'...e-...,."."",-,.-.."'.......~..."''"''...,....,.___-...~~.,r'~.,.,.''~"_"'.""""."""" IN THE COURT OF COMMON PLEAS OF CUMDERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF Jack Mantz Mumford No. 00548 of 1995 deceased ORPHANS'S COURT DIVISION STATUS REPORT UNDER RULE 6,12 Nwne of Decedent: Jack Mantz Mumford Date of Death: April 16, 1995 Admin. No.: 2195-0548 Will No.: 1995-00548 Pursuant to Supreme Court Orphans' Court Rule 6.12, with respect to completion of the administration of the above-captioned estate, I report the following: . -t-' I. The administration of the estate is complete. 2, If the administration is complete, the following apply: a. A final account was 110t filed with the Court by the personal representative. b, The personal representative did not state an account to the parties in interest in an informal fashion since the persoanl representative was the sole beneficiary except for one specific bequest of hunting rilles. (jf~q5 '_r-: .... ../~ "j ;;./ _ q 5 -.5 t/ ~ .-".4 ., , " " , (")0 , I:: ...' '0 .:0 ':j~ tri' (.e, .," '.'.1 ; , ,'~ ,tV' "51 " .! I;;: . ~;1r " .' : l"; ~:;'" "". , _. ,/,'" ... - (. i, 0' J .. ," (\-. ; . , . m ;01,.-> ;...... ~, , :. ~ ~-: -;f'v). , 0:"1' ,', 5l. I ~.. ;~- ", 1 --.,..,~;. \ij' J~~lli" " :1"1' . r{;~:._". ""-" , 'I, ,0,' . - ~ 1< , " ,,- Extremely Urgent: Recipient please hand deliver to addressee, "A ;,?'''~l~ ~':~J .r ' 't;' "'Y , 1 " ., \ , I ~ @Pak fu",} ~ ..~~~"J ":~' -':\'fJt~1' ":: "\~j;,~J!f~ '-"$.'0 ',!',' Fo. more Info fedEle OffIc.." U.S. Cuatom., .. ' NJ()(}OGO'FodEx (I on .hlpm.nt. within . Intom.tlon.' Cu ' .tl-lIO()'247-4747. fll( , 'Servlces Bre provi~ Service Guide (subJeCj, Bre BVBIIBb/e upon { , -I"~. ( , ..'I ; - ~.-,~=~~:::~;Z!,~~~j> j'" c_' .:' ,~,:-;'\r~~~~~'l\)^\:! . '~,:;:~.f~~:~:r?'. ,t :.... :t..~-,,~-:~'_ -~ sv.ilebl. toll.I,.. al 91, for mor.lnlormstlof1 '~~ ::" . S. '.~ : 1~!~.(;- ',: - . < IIeNI.,. I. .v.i1.bl.lol~lre":',;, ;;", ' atlon on .hipplng worldwid~: :;:', " , ' - (-,;;~t:, dofined in th. curront FodE.' ',;.;:,,;::, , . .ng. withoUI notic.l, Copl.s ii<'l\,:,' '. " , ':j~;X ~i. , ~;:::~~:f:t:~~ nl. within th. contln.n~i:':" .vI\lI':'o,oahlpm.ntl going 'out.ld. Ih. US, ' cannot d.llver 10 PD. Bo.';1 ,h, ~ ,~,S. Pl.... u.. compl.'. lIIoel, :.,:', .'1.... fl wh'r8~e~ PoSllble~ '; ;,~_-.~,~<\r:-'.:<.. . < . . '-l " ' ..,~,~~~,; : .;.'-;.',~;~;:"~-',f~:-;,:'~.:)..-r~ ... conhct your 1OU1.~i ".f --,,-, -.->_;<-_11':::., "'-'::'l~-f-'- , ....,...) ,--,-,-",- '-, .'::!!' . ;- 'f~ . ,.",',.;I~,-;:, ,- " ~~~ ~~ ,-, ,'''''' Fa. Infofn,.tlan Jfoiycllnll Tyv....Fed.. Pek.. the U.I" pIO_...... t:'800'.'OU~.& .'. . ',',.-:.. ..... ,:,' 'i'; , SI , ,-,' :,;.',_'-:f~-; '-;:~,- . .'.\~'~:-: '--it: '~i ;;,..:-1'1 ;; iil_ II' ", t'!i:~;~i. .sri'" : Jpj,"'9',tl'" , '~\i~:'''~l a ,U,:-_~. ..,- ~.:,,~;ilE.,lii:.: .,; 1'\I~~'j_i1: ~i;!:S, '_\;' ,:a~" '~_' ;1:>< !,,;, 1-',' ,(;:'IJ .~-_, ~~i: I''P 'rlll ':I~~: ~.~~ II, . a I.;, 'll~<.l1'jl ,:~; ~11! (i}('O 't~}- :, '_ 'tix~ ,:." ,~, ~ q' " :0>.;- ~ , ,/~ "" ,. .' "'~~4 , ,I "c"""J ,Federal Express " \ I.. f, /" J)esigne~ for oversize documents '.-,,:,'. ~ Limitation on Contents \".. , ' Cante_ muet be aamp.tlbl. with the cont.lno. and .hould b. pack.d a.cur.ly 10 h.lp a..ur. ..f. ,r.n.portatlon with. ordln.ry car. In h.ndling. Ca.h, ca.h .qulv.l.nt, or glas~a'. .hould nol b. .hlpped. 1 ",.:, ' ;! i ,;:;' . .1,' , .;...~--,._-~. ,.! ' ;L' . '- .-", t- , ' ;,DeclaredValue I ',Liabilit;ylnformation , ,-. " , 'lhlpl1ltlnto within the u;s. Ih. ma.lmum decl.r.d v.lu. allowod for a FodE. Pak Is SSOQ. Th.liability of F.dE. for lo.s. d.mag., d.l.y. ml.d.1lv.ry or nond.llv.ry I. Iimlt.d to 5100 unl... a higher \Illlu.ls d.cl.r.d and.n ..tra ch.rg. peld. Shlpm.nt. within th. U.S. with. valu. gr.a,.r Ih.n 5500 ahould not be shipped In this .nv.lope. Pl.... r.f.r 10 tho F.dE. U.S. A1rblll for more d.tall.. Fo. Intometlane' Shlpl1ltlnto by .urf.c. or .Ir In FodE. pack.glng.th. d.clar.d valu.lor call1ago and cu. tom. m.y 'not ..c..d U.S, 5100 or 59.07 per pound, whlch.v.r I. gr.at.r. Inteniatlon.1 .hlpm.nt. wilh . v.lu. In ..c... olth. gr.at.r of 5100 Of 59.07 p.r pound .hould not b. .hlpp.d In thl. .nv.lope. Th. liability 01 F.dE. for damag., d.lay or 10.. ollnt.rn.tlonal.hlpm.nts by .url.c. or air may be Iimit.d by certain International treaties, Including the Warsaw Convert" tion. Pl.... r.f.r 10 th. F.dE. Int.rn.tlonal Air W.yblll lor more details. ' f " ,L ->'1 lie ,,' f ! I ~Thl. P.k I, mad. of Tyvek. with 21~ pon-conlumer recycled ploltla meterl.llluch eo milk end wete. lug.). FedEK u... only nO"'loxlo Inkl, vaml.h.., end .dh..lv... 0'894 FlIdofalupt...CoIporation { 139163M'fap 1397&o1lDul~ REV 7J95 AE ".-< iGt" --.,--, __f.,'" \i.,-:~;' ; ~".~' ~~ . r ' . , The~World OnTim~ .~_'L --:/ (~ . . ,-~-. ~ ' ') ~:~ .....Ie' ';'i: .~~,\>-;'nj>{' _ _ -~;~\~~~ffPf'~ '::e~ ";'i'e,