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HomeMy WebLinkAbout95-00578 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } S8 The petltloner(A:J above-named swear(s) or affirm(s) that the statements In the foregoing petition are true and correct to the best of the knowledge and belief of petltlonerllJ and that as personal representatlvetl) of the above decedent petitioner will well and truly administer the estate according to law. '< C'" S_ - " om""", .., ..."',"'" ;t '; . ""~ ..". ~ J\" ,m ~""ThO": P. "hl'.' 7!f '5/'( . ~ "., ~ ~~JL."fm6 J M Y C. LEWIS Rcguur [ I iil No. 21 - 95 - 578 00 F. ii' '<:1 ., - \J, I, Deceased . ~, t I- N IJI ~:JJ , 'J/!) ., ,., " ., Estate of CHRISTOPHER T. SCHLAGER GRANT OF LETTERS OF ADMINISTRATION I I i I I are hereby granted to Thorn".. P. ~C'!h 1 "q"''' I l;;the esiate or -----, CHlfisToptfEir T. SCHLAGER, I ~(! ~L~'LlJ,~tJm~~1 ReaI.l.. 01 Will. ~'(j I MARY C. LEWIS \~) 0-. ~, AND NOW AUGUST 4. 19-2.L. In conslderail~ri of th~~tltlon o~ the reverse side hereof. satisfactory proof having been presented before me. IT IS DECREED that Thoma.. P _ SC'!hl aqer IsJlaCotentltled to Lellers of Admlnl5lrallon, and In accord with such finding. Lellers of Administration FEES Lellers of Administration ..... 5 25.00 Short Certlficates(2 ) . . . . . . . . .. 5 /; 00 ReOl!nclatlon ................ 55 5 . 00 JCP 5.00 TOTAL _ 5 41.00 Flied . .~V~.4H. ;4.......... A.D. 19-9.L william R. Bunt. Esauire #21529 A170RNEY (Sup. Ct. 1.0. No.) 109 South Carlisle .Street New Bloomfield. PA 17068 ADDRESS (717) 582..8195 PHONE Called attorney on 8-7-95 Thi, j, to ft.nd) Ih.lI IIll' illlilllll,llllltl tWit ,1.:1\('11 1\ 101111 II)' IIIPIl".llltllll .1Il 1I11.L!III.d l('llIlil'.IIl' III dl',lIb dill)' lilc:d with IHl' .l~ LOt ,II Hl'gl'lf..r 'I'll{' HIi~ill.d U'llIli',lIt. \\111 be 1,IIW.II,kd III 1111' .....1..11. Vil..II(nll"t, IllJill' lllr I'l'lm.llu'l1llillll~. WARNING: 1111 II10goll0 dupllcato this copy by photoltat or photograph. Ft.C! for lhi... n'lliri\'.IIl~, $!.Otl 2997602 Nu. ""D!U.Il.. ,'t' ~~~5-"~~c~~~'M_4f.u l.u\..,,1 Rl'~itllll.lr JUL 1 5 1995 ---~._._-_._----- D.lle COI,U.lO"WUL1H OF PENNSYLVANIA. DEPARTMtNT OF HEAUH' VITAL RECORDS CERTIFICATE OF DEATH (Corone,) IP".., . ..... ~... 101.1."'.....1..._ U. I, Malo . .......0 l~_[! .,....-....- _.__-::':.~...... ...-- uc.... t .o(.to ~~~-Jt'.;u2U~ --~.;r.--..,! t,C:':'r.l '1 II I " _00lI ",L~....___.. -- -.. .........1 ".n ~~.:.:.~"'::~__. ...011........."...,........_..._ Thomas 1'. Sc.hloMt!r I 'ntlrb,un Uartush ThnmflH P. SchlnRcr (....uii5tn~I;~"i~~~'....Or'..',.".i;~rlt~'il't PA 17013 lit 1.0.1 "O'I!C'" ~'I. .!iOtTc. .,t'o.<;." o)of ..._t'f_....I....._. "." I....., _ ... .~ r ",,-Jei ,..._,! ...-........"'...:-: .. II." ',......r. Innl:. .ro",S-'P k ,. N. Htdrlle ton 1\Ip r:--.....~: "-"" .._....~. -. .... nn~::.:L" .-.- 1 ,.Jill)' 1.1. '1'1.1 L. nt-rle \.cmQtr.n' Cumllflrlnnrl Co. PA f,;T.~~iT',;;ni7lAT;IO;?t'.,1 '/1"'11. l.n:;c:;--I.~-_--'1;T.;-:n;-.;;,(f,-,..~_lIL-...,....~.n::.m7,..u~I.;"Jrnrrm~'~_H01_11 t'lnnrnl Homo "'-, - :"_6c.! }J.!.'~_, "Ih~{,". to.,~I.._._.,_Ir,,__ ....~II.(,'.:!:...'~._JO/~.l2...;!.f: I'Qll\ll:OL,'i.t.......Cm:.lJn ^, 7 -' 3 u...,.... ..~'I"'............."'" .) , ......,._,....~.'"'., ,..... ........,.'''.~.._.........,...'........, ;7\"..~ ,.""ilI" ... ....., :::.~~'::::.:.:~'....................- /.- .'. ."",1'" '......~......' ;..~;;;-;-.;.~---- ---- f~;-r.';f'ij"~IJrx--;---pfj""Jj;i~7tnTiii~... I.... _. ~\,;e""'I.lr..'IIU',IU((~H......~....or ""J'o , ,.........w..:::_=---_____--1t.l 3r40 A. ,.JIL-:.'U1:[ 12, 1995 !!. .u~ ...0 Jr ....,' I..... ........... .._......,,~,.......-......~"'..........r... -.,.,<'.........___,'....'lI.......,.,..........,...."l....... ...............1...... .">"'fI...... 'u,_ r..-...-r..__...tI.. ~",....~., ....-....,. ..,,,.....1-. ~......'__. _...,"".._~(_........'u", :.........""... ..__CQ~-fo~~:.~9..~.t:;~~tJy~-t~!.------_.___.n__.__._~_ . Entrae!!'ont in Machino!.L, ! -.-fiVilO.."il~~ll2llJ'. I , , I .,. ,.\/,.... ..c. . ..........()If>f.l~.-. .'lOlIlOt.l\; . ""I .....\/". .... .. \IO(\II~ t.."" .o::(.u D ';:~~~'f::.1:t.lll'( ....,.... 0.. _I Aprx. ntrapped in 'lOotl.... _.... r; ._... f:l July 12,1995 "t. it. ",0 ompressing Conveyor v ...- X ..........-,"'"'... [J "t___~. ttit40 ^_'--'I..", ._ .!ystem u. '''r' ",'H~ .... ~.. I: f"'''''''''l__-_, O~~~~:..'t/'o_p~-ct-;,;y'_. loc....,..S....:.r~k..'D'r,carlisle,PA tf",~:7..-:-:--.----------._- .......~. .~:~".:~..:::~~:..~'...;~;~.;..~~~.::.:;;::.:.;I~~.::.-;.~..;;.:I;..:.;.:..n .~, -, ~,,-,.',-,.... ;J. lJ ,,~ . Coronor up;_ _ jurrr.-n-_._-_.J .'~.OOCl.'of'U..""lIIloQ'....OC1."',..........."'..I'~...,.., _......'_..^.~..,,_ .....; .It ',S(" D.', ~.. ,......- .,...... t te...._..............,. .........._...._,__ _.'... _""........u~_.._.._......... l!"_.___ __.__. .__.....,~._._ ",,}...l!.l!Y_).~~..!2.J~.___ ~ ~,..>t .',',nl'''' ,"1-'" "~#o"""~"~"""IIVI ...,...;;JI f.... I '..-...., "........... Michaal t.. Norris,Coroner I y. 405 Fairway Drive I . II Mechanlcsburg, PD. 17055 ?'...ll',".....)..'..... I ., ---,--!.'U1t-~;, \(\'1S- I T Schlagor ~!, _'o' ...n.:.It!.'!._.<.u.. .;-;;.;..t;.",,:: ;..~.:./: ~llll'('n\. Cnllnll" " 611 Do. ~ ..... UM I.......~."'., July 25. 1972 ........0;;.......... l-!,..,.._.w...." ~.. .. ...aI_..........__~.. Middleton ~~'J!)~f.I_~...,' , Pl..f:'C..l'........-:\.r,I..." ,-_ ~..'_ 2151 OOIl~ll\f' Orh(' CRrll.I.. r^ 17013 ~'O-O : r -. ... OO'(Ul..,. I~'"., "U'U"~I '_.'~-'"'' ,...--.,",,' Cumborlond ""f'_..... !'VI fDoI'.;;P7vj<;(i;:r;;jl;i---- ''''OoC.lIU''I''''''~O''O''UI 0-''''11''''.''''_''_ ....,.............,.... ...., _~_.II..,,.........d"""'._.".l. .""P'K............,."".......III._ ...........""... ... .IU.<~.,'.'\ ~ '0'''''',,,, f_~"u"," C .. 6s'"'\ L ~\, \;':', "c,,~~~)...,\r, """'_\ ,<C ,. _______,_~I\J)',\_,_~~_ ..ao'hf"'_. .......'.;101...........'.. IE7-70-0308 D", 01. ..,.....0.,.. ,July 12. 1995 .....1... \/...._ ........--- I_Hl".._.... .- . "...---.- . on .~ - ---._- ----,.......-, .- 1 I I I 1 I I I --'--'--1 ------.- 21 - 95 - 578 ",i.. r' '. ".!.- 00, eiii 3:;: cr'c ~l! I :: h.' .81 F ~ ':0 :011> ,i> \) , In n '-~:~~. ~. , (L ;':!, , ':,t ,,~; ,,')1. ,) , ; (, ;!!h -:"'.,..t_ \0 W U1 .~~~{, tn- 0 . -.. (c. -"cr'- ..'.' . . _",__"-",,;;":~""":"""'''.;N;;;'''-'i''''.._...._';:;..~.,,"_!..-,,,,~C_.~~'''''''_-"'''''L,,-, ,-e_. ..........~-.......~......-....-. --- ....- 21 - 95 - 578 RENUNCIATION In Re Estate of CHRISTOPHER T. SCHLAGER deceased. To the Resister of Wills of Cumberland County, Pennsylvania. The undersigned Barbara A. Schlager, mother of the above decedent. hereby renouncc(s) the right to administer the estate and respectfully ask(s) that Lellers of Administration be Issued to Thomas P. Schlaqer, father of the above decedent WITNESS hand this 25th day of July .19~. mv Barbara A. 2157 Douglas Drive Carlisle, PA l70l3 (Address) It'I ~.,( (SlanaIUrt) '[5 '7) .:~ n... :~ 0' i,\ . , , '. ,~ .'.J .~) lQ .~:" (Add.e..) , '5 ,f , ., !U ,::J" .:.~~ .D (.) fj-' ~ ,:: E Q)Q: .!1!::I ex: uu (Slanature) (Address) , ! ~. . ! l \0 CERTIFICATION OF NOTICE UNDER ROLE 5.61al Name of Decedent: CHRISTOPHER T. SCHLAGER Date of Death: Will File No. July 12, 1995 Admin. No. 1995-00578 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the fOllowing beneficiaries of the above-captioned estate on August 10, 1995: liAlMl Address Mr. Thomas P. Schlager 2157 Douglas Drive carlisle, PA 17013 2157 Douglas Drive Carlisle, PA 17013 Notice has now been given to all persons Rule 5.6(a) except (None). Mrs. Barbara A. Schlager Date: August 10, 1995 Signature William R. Bunt, Esquire 109 South Carlisle street New Bloomfield, PA 17068 Counsel for personal representative entitled thereto ~ under '-0 e;;( '0 ':'T :J ~l. :~'1 0\ ';., 0: :") > " ~ ~ m , !:5 ..0: ,..,) 6 .Il II .;~) 'E <110: ~ hi- 0: uc3 WILLIAM R. BUNT ATTORNEY AT LAW P. O. Box 338 108 SOUTH CARLISLE STREET NEW BLOOMFIELD, PA 17088 TEL \717\ 882.8188 FAX 717 882.7821 WILUAM R. BUNT, EaQ. CHRyaTAL L. PRaISER, ESQ. October 1, 1997 Register of Wills and Clerk of the Orphans' Court Cumberland County Courthouse Carlisle, PA 17013 RE: Estate of Christopher T. Schlager (21-95-0578) Dear Madam or Sir: As per the Notice of Inheritance Tax Appraisement, enclosed herein please find a check made payable to the Register of Wills In the amount of $5.35 from the Estate of Christopher T. Schlager. WRBlams Enc. cc: Mr. and Mrs. Thomas P. Schlager on r:;7i ;::~ ~ ':JJ :;1W <:.:. ~ ~ i.>i I C'." ~ d-. "l:I W o 1>0 ~~- ~ ,I ~ ,l ;~~: WILLIAM It. BUNT . ATfORNEY AT LAW P.O. Box 336 , 109 S. CARLISLE STREET ;:1, NEW BLOOMFIELD, P A 17068 -- - , . ...--.- ,.,-.,... . ....-..<. . ...,..-' >,;} , oq ~- 'R () 1" t:.~ ;>.'~~ l""\ I,,;;.:: p.. , . ',"., f " , :-~ , .1_~ ~ ':. . I ,,:. ~" . " ."J I.... mrJ.:.: en 0: . ~~i:).~- Register of Wills and . Clerk of the Orphans' Court Cumberland County court\jouse Carlisle, PA 17013 . cit:! .;U~ uu 11"11I,,,11I11111111,.1"',,1.1 1,"11,.11,"11,..11".1.1,.1,1,11,.1 . \ ._.-.-._ _..r-'_' _.... "A"_ I I I I I I 1 l ~ ~~ eJ ~~ g! ~ ~ lie i ~ '97 "PoT t' "., 'I'" \;u -} l',.,:.r-l .. f'l f !:! ~' CI,. Ct;I;' v. ~ II _.~-,.-..,.~~#'.:. '.- .... ---'....- ..--_.-&.,'-, 'T~' -----7- f v. ~ v, V. 1.1 v. l: jII III C ~ - ~ ~ ~ !i ~ c , . ~ .... lTl OJ CD ..--.. ..~:J ,- . , , ~ ;'f\' "~ 'l . "Ii. . " I 'f'.: \ I',', ..; ;.' ,', . ,," l. "j "0' I , :,11 '<1 :1 'f~.f ' . : ~'..) .. ..i.~ _ . .... ':". .,' ~ ; ." ,',,'. t,. ~ 'I'I.!', i :~\ ~, . l .," . .". . 'I ,,;, ~ I , I " \' -, \,' ..,- ; . . .' , ~~. -- ," ~c:...... , . ! ' WILLIAM R, BUNT ATTORNEY AT LAW P. O. BoX 338 lOB SOUTH CARLlaLE STREET NEW BLOOMFIELD, PA 17088 TEL (717) 882.81 B8 FAX (717) 882.7821 WILUAM R. BUNT, ESQ. CHRYSTAL L. PROSSER, ESQ. July 28, 1997 Mary C. Lewis Register of Wills Office Cumberland County Courthouse South Hanover Street Carlisle, PA 17013 Dear Ms. Lewis: I am enclosing herein two (2) copies of the Supplemental Inheritance Tax Return with fegard to the Estate of Christopher T. Schlager file number 21-95-578. I am also enclosing herein a check for the filing of the same In the amount of $15.00 and a check in the amount of $2,707.70 repfesentlng the Inheritance tax due thereon. If you have any questions with fegard thereto, please advise. ve1truIY yours, \~ ~Q \0 WI~am R. Bunt -~ ::0 :::1rn ,tl ;.') !--" t:' Enc. f,:;:..I I'" IJJ o WRB/ams ( " cc: Mr. and Mrs. Thomas P. Schlager ""QL- ;1...;) g N p ;:;':\' tr.g. ~J .~ .'- - -_....--.....-....-.---~ --_..~ --'......'--. ----- --~ "-- ". , 'f'. 'I: , '. .~- '';, , ;,~ ,', 2.,...q5-57~ ~{c,cw.xLLIAM R. BUNT ~'A1TORNEY AT LAW P.O. Box 336 E 109 S. CARLISLE STREET ~.., NEW BLOOMFIELD, PA 17068 J<;-,Y ]I' ~y,- ,<~," ,: -'i I US, POSTAQ[" f? 0.78 ..i * H METER ~80806 * R CC,'r,,',rt,,', :",:' ,:--f o J,. ,.\l~. -. ~- p' 'f ''''II'', , ;;1\ lll'..l J y, _,.... ! f;"; ,~',~ ~~,'i<' 'f'1',,',-"'i p,:; ~\ 'q"';' - , .-,. '. "~2 MaryC. Lewis ,:rIReglster of Wills Office 'J~:'" ,,'Cumberland County Courthouse South Hanover Street Carlisle, PA 17013 (,:.....,<.._.:. "I. Gum~JI:;!,'\', ;" ~~~~~j; ~, '! " >,:.\,-,\ -,I ,., ., .." ->c. '. . ,', }:..;.-~ . ~': ":,',-"",.:"'.; . -, '-- ,- -, ',.. ~ ... , . . . .>. . ,,' :"" "I'.~ ,r j. ,'- )."',_.:,',1'."" . -l -..\ ~ . .~;,' I ' \.,'. I " ~' " , -. ,~ ' :,-. ""( . 'I~ , , , . ',' ! f>..ff -: ".-}"; '>' >0' ..... ,-i .- .,. j , ,I '.. _':", ,. If ,',_1;,:.'<".1 ;_ .-H~-",~, .. ,,' " .:"..', '1f '.~ . ,- ~"~< -- - - -. < " , "-'" -,.,. 'I ' ':i:__,:,_\<.--' 'i :.\:'--'_~~" I ",-" t -.._.:_.:-':4 to,' ',.' ""t ,..",~,. ":.~,' ., '.' ---, 'n " ; e! . <'~' ',.' . ,,; \:11>" ,. " <'.," " .-~-;; :~ t 1;- .,; ,--,1 ,l.:,. <' ~', ... ~.! ,t ",-;;-:-.:;",~~:---"~"','''''- . . '~~~~.?:~~~f~,;; ',:!, f.'~;..-t~~0~,~~~[:~;0~~(~t;j;u;::,,~.:.~-:---'-' -.--- -p-r4 . " , . e. n' ,,' r. t,,: I:' , I . I '" I.,; /t:,o._,' I I I \ , '\, \ t.. j I { ..,..l ,-,'. I . RlY.1500 0+ (19.' If line 191. grealer than line lB. enter the difference on line 20, Thl. I. Ihe OVERPAYMENT. eo If line IB h greater than line 19. enler the difference on line 21. Thh I. the TAX DUE. A. Enler .helnlerll' on !he balance due on line 21A. B, Enler the tolol of line 21 and 21A on line 218, Thi. II the BALANCE DUE, MaSe. ChecSe Pavoble tOI Regl.ter of Wills, Agent BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH .... Under penalllll of perjury. I declare Ihall ha.... .xamlned thl. relurn. Including accompanying .chedulll and .Iolemenh. and 10 Ih. bill of my ~nowledg. and beB It . Irue, corr.cl and comple'l, I dedar. .hal all real..lole hal been report.er al'rue morbI ...alue. Oeclarallon of preparer olher Ihan Ih. penanal reprll'nlatlve ,d on olllnformatlon of w c~rep'arer hal any ~nowledDe, 5 A'UIEO'Pl~~I)IlU~~!1 OllmltlOllltulltl ~ ADDAU~5-1 Douglas Drive DAll\ j ... ~ ~"-' Carlis1e,-YlLJ,.1013 0, 1.1.\ 5IGNATUlllor'll( AJlIlOlltfIlTttANlltpll( ~"ATlV( ADOAn!. 109 South Carl~81e Street DAll IDL!llQQIIlfiellL PA 17068 ~ ,,:5::1 IlllEu "''''9 u~.. 15 -1-17-1) E fil III ", ,. ::J ~ COMMONWIAITlt Of PEt,mnIYANIA DEPARlM(NI Of R\YfNUf OlPl 11060 IlARRI5IUIlO. PA 17111 0001 D ((DIN' UAM IIA .IIU. AND MIODl INITlAlI Schlager, Christopher T. !.OCIAL IICU.IIY NUMIU DA f( 0' DUtH 'OR OATIS 0' DIATH AnlR 12/31/91 CHICKHIRI I' A SPOUSAL POYIRTY CRIDIT IS CLAIMID 0 fiLl NUM8IR INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 95 YEAR 578 NUMBER 21 C~lJN1r CODE orUDINT" COM''U t ADDIlU!. 187-70-0308 7/25/72 2157 Douglas Drive Carlisle, PA 17013 c"" Cumberland AMOUNT lfC(lV(D 151( IU!.IIlUClION!.1 [I' """I(""lIl,u."''ItNO .tOUU-' 1'4""'11"'1. '1..1 M~O ....100.' ".111,1.1' o 3, Remalnd., Relurn (for dOl" of dealh prior 10 12.13.82 o S. Federal Ellal, Tax Relurn Required 1t B, Total Numb.r of Sa'e Oepoall Bou. o I. O,lginal Rolurn o 4. lImiled E.lol, lilE ..", "z fl~ o Ao, Futuro Inlerlll Camp rami.. (for doll. of dealh afler 12-12.82) o 6. OlCed,nt Ol,d Tlllalo 0 7. Olcedenl Malnlalned a living Tru'l IAllach copy of Willi (Allach copy 01 Tru.tl ALL-CORRESPONDENCE AND CONfiDENTIAL TAX INfORMATION SHOULD BI DIRECTED, 0.:": .',v"; "hO" "ii' :i'}.;',U;~.. NAME COM'lU( MAIlINO ADDlln William R. Bunt Es uire P.O. Box 336 "'''HON'NUMIfI New Bloomfield, PA 17068 717 582-8195 z ", 5 E ~ III .. 1. RIal Ellalo (Sch.dule AI 2. Sloch and Bonds (Schedule B) 3, Clo..ly Hlld Sloc~/Parln.nhlp In't'... (Schedule q A. Marlgag.. and NollI Recel...able (Schedule OJ 5. Calht Bonk Depollh & MI.cellon,oul Penanal Prop.rly (Sth,d_l, EI 6. Jalnlly Owned Property (Sch.dule FJ 7. Tran,fln (Schedule G) ISchedule l) 8. Tolal Groll A..,.. (!alallln.. 1.71 9. Funeral hp.n.... Admlnhlratl.... Ca.ts. Mhullaneoul hpenl" (Schedul. HI 10. Debll. Mortgage lIabillllll. Uen. (Schedule I) 11. Total Oeducllanl 110101 line. 9 & 10) 12. Nel Value of E.lale (line 0 mlnu. line 11) 13. Charitable and Governmenlal aeque.., (Schedule J) lA. Nel Value Sub eclla Tall; line 12 mlnu, line 13 15. SpoulaJ Tranlf.rl (for dalll of dealh alter 6.30.9A) 5.. Inllrucllan. for Ar,pllcable Percentoge on Rovene Side, Ilnclude valulI rom Schedulo K or Schedule M.) Amounl of line 1~ laltable 01 6% rolo (Include volulI from Sch.dule K or Schedule M.) Amounl of lIn. U 1011 able 01 15% rol. (Include volulI from Schedule K or Schedule M.I Principal lox due (Add lOR horn lin., 15.16 and 17.1 C"dill Spoulol Paver'y Credil Prior Po)'menh + 111 ( 21 ( 31 (4) 15) ..5B.._U,2...23 161 171 191..lL290.98 1101 _. ::1 '.1 :-J ." " I B I" 58,419.23 13 275.98 45 128.25 (Ill (121 (131 (14 45,128.25 (151 (161 -4.5"J..2,B..,25 (17) )C._II M .06 m --1..,_'ZSJ]..J 16, 17. z ", Ei lB. ~ 19. ,. ", u ~ 20. ... 21. )(.1.5 .. (I B) 2,707.70 Di.counl Inler..1 + 119) 120) Check he,o If you CHO requo,lIn[J a rofund of your auo,paymonl. 2,707.70 1211 (21AI (21BI Act .48 of 1994 provld.. for the r.ductlon of the tax rat.. Impo..d on the n.t valu. of trand.r. to or for the u.. of the .pou... Th. rat.. a. pr.lerlb.d bv the .tatut. will b.1 . 3% (.03) will b. appllcabl. for ..tat.. of d.c.d.nll dvlng on or of tar 7/1/94 and b.for. 1/1196 . 20/. (.02) will b. appllcabl. for ..tat.. of d.c.d.nt. dvlng on or after 1/1/96 and before 1/1197 . 1% (.01) will b. appllcabl. for ..tat.. of decedent. dvlng on or after 1/1/97 and b.for. 1/1198 . Spou.al trand.1I occurring on or after 1/1/98 will be exempt from Inherltanee tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (vo) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent moke 0 tronsfer and: x a. retain the use or Income of the property transferred, ....................................................... b. retain the right to deslgnote who sholl use the property tronsferred or Its Income, ............... x x c. retain a reversionary Interest; or ................................................................................... x d. receive the promise for life of either payments, benefits or care9 ....................................... 2. If death occurred on or befora December 12, 1982, did decedent within two years preceding death tronsfer property without receiving odequote conslderotlon9 If deoth occurred ofter December 12, 1982, did decedent trons/er property within one yeor of death without receiving adequate conslderatlon'..o., ................oo............... I......................t........... I.... ................ ..>.. 3. Old decedent own an 'In trust for' bonk account ot his or her deoth9...................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. . : ">1'1011" tUTI . COMMONW\AllH 01 "NNlVlVANIA INH..I ANti TAX .nUIN IUIDaNT DleIDIN' TA E OF SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Plla.1 Print or l' I F E UMBER 21-95-578 Christopher T. Schlager (All p,op."V loln'lyoownld with 'h. light .f Survlvonhlp mull b. dl.cI...d on Schedule ') ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Proceeds from survival action settled pursuant to Order of Court dated June 20, 1997. (The terms of said settlement are to be kept under seal and not be subject to public scrutiny.) The net survival proceeds were $58,419.23. By letter dated May 23, 1997, the Commonwealth of Pennsylvania indicated no objection to the allocation between the wrongful death action proce ds and the survival action proceeds.' 58,419.23 NOTE: The survival proceeds check were received by the Estate on July 21, 1997. Therefore, no penalty or interest is due thereon. 558,419.23. (Allach additIonal 8W' x II'" ,h.." If mar. 'pac. I, "..d.d.1 l F Christopher T. Schlager ITEM NUMBER A. Fun.ral Exp.n..., "Vlm.'t"'" B. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.a.. Print or T . COMMOHW(AUH 0' rfNHsn.....HI... INttunANCE tAX UTURH lUIDINT DfCfDfNl 21-95-578 DESCRIPTION AMOUNT 1. 1. Admlnl.tratlve Co.t., Personol Repro.enlollye Comml..lon. Sodol Security Number of Personol Repre.enlollvo, Veor Comml..lons pold 2. Allorney Fee. 3. Fomlly Exempllo'Thomas P. Schlager Clolmont Barbara A. SChlaqe"elollon.hlp father and mother Add.... of Clolmont ot decedent'. dealh slree' Add.... 2157 Douqlas Drive City Carlisle slolePA Zip Codel70l3 $3,127.03 (see note) Pro bale Fees File supplemental return 15.00 MI.c.llan.ou. Exp.n..., Excess deductions from Notice of Inheritance Appraisement, Allowance of deductions and Assessment of tax (see attached copy) lO,148.95 NOTE: The family exemption was disallowed except as ~372.97. The amount being claimed is calculated as follows $3,500.00 -372.97 3,127.03 TOTAL IAlso enler on line 9, Recapltulollonl (If more .pac. I. n..d.d, In..'' additional .h.... 01 .am. .....) 5 l3,290.98 -;:1l.[':''(j~~:~~~tt:~jiir\i''~~~';,,;,', "i. < JUL - 8 1996 .7 EX AFP (12-95* .~WEAl TIl or P[H"SVlVAHIA .tR'"EHT Of REVENue "oflEAU Of IHDIVIDUAL tAle[1 . DEPT. ta060t . IlARAIlIlmO, PA HUI-D6G1 !STATE OF SCH FILE NO. DATE OF DEATH 07-12-95 COUNTY CUMBERLAND NOTE I TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUDHIl TIlE UPPER PORTION Of TIllS fORH Willi YOUR TAX PAYHENT TO TIlE REGISTER Of WILLS. HAKE CHECX PAYABLE TO "REOISTER Of WILLS, AGENT" REMIT PAYMENT TO: NOTICE Of INIIERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSHENT Of TAX ACN 101 DATE 07-08-96 WILLIAM R BUNT 109 S CARLI SLE NEW BLOOMFIELD ESQ ST PA 17068 REGISTER OF WILLS CUMBERLAND CO COURT CARLISLE, PA 17013 HOUSE AlI'lount Ra.lttad CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE"v';is47-i'x -iiFP" t i'2~9!; j 'NoT'icE- -OF' ftiHiififANcf"YAx-i\-PPRAiiiiif€ilr-;-iii:.UiwANcnfli----------------- DISALLOWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX CHRISTOPH T FILE NO. 21 95-0578 ACN 101 TAX RETURN WAS, ( I ACCEPTED AS fILED I XI CIIANGED SEE ESTATE OF SCHLAGER DATE ATTACHED 07-08"96 NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R.al Eat.t. (Schedul. A) Cl) Z. stock. and Bonda (Schedule 8) 12. 3. Clo..ly ttaId stock/Partnarshlp Int..r..t (Schadule C) (3) 4. Hartg.g../Hot.. Receivabla (Schadule D) (4) 5. C..h/Bank Dapoaita/Hiec. Paraonal Proparty (Schadula EJ IS) 6. Jointly OHnad Property (Schedul. FJ (6) 7. Transfar. (Schadula QJ (7) 8. Total A...t. .00 .00 .00 .00 372.97 494.17 .00 lal 867.14 APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Funar.l Expan.../Adn. Ca.t./tU.c. Expans.. (Schedula II) (9) 10. Dabt./Hartg.ga Liabilitias/Lian. (Sch.dule I) (10) 11. Tatel Deduction. 12. Hat Valua of TaK Raturn 15. Charitabla/Govarnmant.l Deque.t. (Schadula J) 14. Hat Value of E.t.t. Subj.ct to TaK 11 ,016.09 .00 (11) 1121 (151 0.4) 11 ."1 ~ nq 10,148.95- .00 10,148.95- will If an assessment was issued previOUSly. lines 14, 15 and~or 16, 17 and 18 reflect figures thet include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. AIIDunt of Lin. 14 at Spou.el rat. (15) 16. Allount of Lin. 14 t.Kabla .t Lin..I/CI..s A r.t. (16) 17. Allount of Lina 14 t.Mabl. at Coll.taral/CI... Brat. (17) 18. Principal raM Du. TAX CREDITS I PAYHENT DATE 03-21-96 NOTEI .00 494.17 .00 X .00. X .06. X .15. l1al .00 29.65 .00 29.65 RECEIPT NUHDER AA112648 DISCOUNT INTEREST 1'1 I-I .00 AHOUNT PAID 29.65 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 29.65 .00 .00 .00 . If PAID AFTER D~TE INDICATEO, SEE REVERSE FOR CAlCUlATIOH OF ADDITIOnAL tttTEAEST. IF TOTAL DUE IS LESS TtlAH n, tlO PAvHEttT IS REQUIRED. IF TOTAL DUE IS REfLECTED AS A "CREon" ICA), 'tOO t1A't BE DUE A P[fI1UD. ~EE PE'JEP~E ':.ItE Of TttlS fOv,", FOP t'I~TV'Ct:ltCfrs.) . INHERITANCE TAX EXPLANATION OF CHANGES JNWEAlTH or PENN~YlVANIA . DEPARTMENT or REVENUE IURIAU OP INDIVIDUAL TAXIS DEPT.2B0601 HARRISBURG. PA 1712B.0601 ..CEDENT'S NAME 101 PIlE NUMBER Christopher Schlnger 2195-0578 ACN SCHEDULE ITEM NO. EXPLANATION OF CHANGES II B-3 Reduced to $372.97. '~'8sBerB~"'- .... .. Famlly exemptlon can. only. b~ ._cl!,l!,!ed.~g":l!!~,~..,,r~~,,:t~,_..u. , -- ._+- .-...' .~.~ .-.... ..- " ..~ ...-.. .-_.~._-_.._----- ~-~-- ~-- .. _,._.,_ _.__,._~+_..~~~_..._o-....~.y....--~ .........-.......--.-.-... -.....- .... .. ___. ___. ."4 __. _ .....-.~-y- ~ _.-- ,,---...." ..... - ... .._.__ _. ._.~._......_.._......__.____..._._4_..._.___._.__._ ,... ..._-_..-~------_..,._*_..._,..-.....-..._.., ,-----.-- - .. .'~~* -... ..,--.. .~..--~-~--_.._..-.------------_..._-----_..--_. ..--...-.----.- -..-.. ........--- ---'.'--.-. -_....~ . -, .-.. .--.....--q.--... .,..~_.__.-_.._-_..-....--------..-_.....- __......_ ._____...._ ",___._..___'~_""~'~'C'."'_'_'""_'. ...,-.....~_~........ ."'..-........ .......-.,--.-----.---....---.----------.--- - .........._.-_....-..-...-._-_..~_.._.....- -..... ...__.._....."'.,._--_.--~ .--...---_......__...~....-..._-_._--------------.__.._----_..- ---...---........... ........_~.-..-_..---.._'''_.~~...-.. - _.,....~...._---<'-----_.--~-_........_......-~----------------------...-....-. .. ---..~ .-~--_.. - _.._._--_._~ .-_.-_..-..'-' ..... ..- .... ~--_.. - ._...".~ ........---.........-....-.---.-.-......--.---------.----..----. ,. ..-. -- -- .---_. ....-- ...... "". .--.., '-.' - .._~---_.. ........- .--.-.--.....- ._. .._____ ..____ ___.. __..____.__._________._~.._..... n~~ .... _.~._ ~.. -...- .-.--..-.....- .._..---. ..~ .._-------._~---_._------_.....-. -.. - ... ..... .....-'. ~.. ..--.-..-.... - ,...... . "....-. q- .....--_. ---- . .-.---.-.- ..-.._,-~~.. --.... .._..,-.._.__.....-._-~..._..... ..-. ". __...n..._.....~.. ._....._.~.~. . ...... ....--. -'-"-. ..... --.... ... . < - .-..--,.... -,-p'~'. - .-._.... ... ... .-......--- .. ,..-...-.-----.-..-----. - -"-.-.--.- _H ..r ._.r..~__.._____.._. .---..-. ~..-....." ...-...- .._._ _,.,.__...~._.___._.,... ,_.._..."~..._r.._~_. _.........._. ." ..._ _.. n'___.~~'~__' ~_. ...,~ --.. .~...,- _.-,.~ '."--""- ...-,-.- .~.~P"----_._-~..-. V' r."" _,_~. .___.._..~ .___ .--..._- .~~ . .... . . .' ..- ~. . ..."..- ~ .-_.. - --....-.,..... j. TAX EXAMINER, Lawrence Szollosy PAGE i I , L_ ! ~" . I' : .,....U1JII.IJIrI 1 FILE NUMBER 21-95-578 It,'J~'9. 'ti>W' COMMONWIAlt" 0' 'hm,,,VAHI" IH"I'IIAN'I IA. .nU'N '"IOI...IDICIOI...I SCHEDULE J BENEFICIARIES ESTATE OF Christopher T. Schlager ITEM NUMBER RELATIONSHIP AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY A. Taxable eequelta: I. father 1/2 of entire estate Thomas P. Schlager 2157 Douglas Drive Carlisle, PA 17013 2. Barbara A. Schlager 2157 Douglas Drive Carlisle, PA 17013 mother 1/2 of entire estate ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enle, on line 13, Recop1tulollon) S (If more .pac. I. n..d.d, In..rt additional .h.... of ,am. ,111I) , ' , . R(y,tIOOU.11.9'1 15 iii &I "' l!! i~B ~I;! lil15 :!"' B~ .. '" 5 g &I a: .. ~ 2 . '" u S . J I ~ . Jj;; . J/ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ~ 'OR D"Tls 0' DI"TH""IR 12/31/91 CHICK HIli Ir " SPOUs"L POVIRTY CIIDIT IS CLAIMID 0 'ILl HUM". COM.MONWrAtlH Of pfNNIoYlVANIA OIPAltlMfHI O. alvlNul Of PI 71060 .......I5IUIIO.'A 11171-0601 ( N' NAM IIA . 'II . AND MIDDII 1t4l IAII o lOIN' COUNTVCOOE 2! OM'U H .ADDU U YEAR 95 578 NUMBER Sch1a er Christo iO(lAI "CUllh' NUMI" 2157 Douglas Drive Carlisle, PA 17013 c"" Cumberland AMOUNI .'(llvID IU! IN~lRuC110tnl 187-70-0308 o 3. Remainder Relurn Ifor dol.. of death prior to 12.13.82) o S. F.d.rol Eliot. Ta. Relurn R.quired D- 8. Tolo1 Numb., of Soft Oepolll 80... o 2. Supplemental R,'urn 6D 1. Or'glnal A.lur" o .. limited Ellol' 0 Ao. Futur. Int.,.., Compromit. Ifor dOlI' of d.ath oft., 12.12.82) 06, O.c.dent Di.d Tlllol. 0 7. Olc.denl Maintained 0 living Trult IAno,h ,opy 0' Willi (Ano,h ,opy 0' T,ull) 'ALLCORRUPONDINCI AND.CONPIDENTIAL TAX INFORMATION SHOULD BI DIRECTED TO, COM'UU MAilING AODl ,j .,/.~:~~.tl.'^'.l"~t'~"'i'-:",,~, William R. Bunt, Es uire IUIPHON( HUMIIII 717 582-8195 109 South Carlisle Street New Bloomfield, PA 17068 1. R.al Ella" (S,h.d,'. AI (I I 2, S'o,k. ond Bond. (S,h.d,l. BI (21 3. Clos.ly H.ld Slo,kIPo"n.llhlp Inl.,.., (S,h.dul. q (3 1 .c. Mortgog', and Nol,. Receivable (Schedule 0) I A ) 5. Cosh, Bank Deposill & Miscellaneous Perlonol Prop.,ly I 5 I (S,h.d,l. EI 6. Jointly Owned Property (Sch,dule FJ 7. T,on"... IS,h.d,l. GI(S,h.d,'. LI 8. TOlol Gran An'" (tolollln.. 1.7) 9. Fun.rol eJlpln..., Admlnlltrollve COlli, Mlsc.lloneoul 191 eXPlnl" 15chedull HI 10. D.bts, Mortgoge lIoblllU.., Uens (Sch,dule I) 11. To'ol O.d"tlon.(I.'ol L1n.. 9 & 101 12. Net Volu. 0' eslotl Illn. 8 minus lIn. 11) 13. Charitable and Goy.rnm.ntal B.qu..h (Schedule J) 1... NIl Volue Sub let 10 Tax (lIn. 12 minus line 13 15. Spousal Tran,f,,. Ifor dOl,. 01 death oft., 6-30.9A) S.. In"ructlons for Appllcabl. P.rcenlage an R.....ne 115) _ . Sid., (Indud. va 1m ',om S,h.d,l. K 0' Sch.d,l. M.I On )ofntIy owned 16, Ama,n'o' lIn. 14 'a.obl. 0' 6% '01. (161 4.9.A~ 17 (Includ. valu.. from Sch.dul. K or Sch.dule M,I 17. Amount of lIn. 1.4 taxabl. at 15% ral. (Include ...alu.. from Sch.dul. K or Schedule M.) 18. Principal tallt duelAdd lax from lIn.. 15, 16 and 17.1 19. Cr.dll. Spou.ol Paverly Cr.dit Prior Paym.nll (6) (71 :12.2....9-7 494.17 ( 81 867.14 14,.lA.3,.12 (101 14,143.12 -13.770.15 1111 1121 (13) (I A) -13.770.15 x, . propert'y )( ,06. 29.65 (171 )( .15 .. (18) DilCaunl Inler.1I + + (19) 20. If lIn. 19 II gr.ot., Ihan line 18, enler the diff.r.nce on lIn, 20. Thl. II lh. OVERPAYMENT. (20) 1'010 Check Ill"\.' if you Dfe Il.'quc\ling n fcfund 0' your overpaymont. ' 21. If line 181. gr.at.r lhon lIn. 19, .nler th, differ.nce on line 21. Thl.l. the TAX DUE. A. Enter th. Inler..1 on Ih. balance due an lIn. 21 A, B, En'" Ih"Olol 0' lIn. 21 ond 21.0. on L1n. 21B. Thl.I. Ih. BALANCE DUE. Mak. Ch.cle Payabl, tal Rogl..., of WlIl., Ag.nt 121) 121.0.1 (21BI ,'.;:,;",'::-, .. II SURI TO ANSW.R ALL QUESTIONS ON RIVERSE SIDE AND TO RECHECK MATH' t,r.,;,,,,';.': '! Unde, p.nalli" of perjury, I d.c1are lhall ho.... .xamln.d Ihl. return, Including accompanying ICh.dul.. and .tal.m.nh, and 10 th. b..t of my knowledg. and blli.f, III. tru., correcl and compl.t.. I d.c1ar. that all real ..lot. hat b..n report.d at lru. morhl ...olue. O.c1arallon of p,.porer other than lhe p'rlanal rtpr...nlall.... I. ba..d n all Information of which re rer hat any knowl.dg.. II 1 0' ~~"{~SP. WI I' 0 nU~N "oolns Doug a s Dr ve OAlI. f- / Carlisle PA 17013 -',~()~'i" 109 South Carlisle Street D''',// ,It: Rl nnmfi ",1 n, PA 1706R -K.; !ILl ",. 3/1 ;/~~" ..oouu ....,.,..... ., .1~libll" 1'.17) '*' COMMONWIALlH 0' ~'HHmYAHIA IHH."..HC.... .nu.. _"IDINT Die DINT 5 fe OF SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY PI. a.. Print a, l . FI E UMBER Christopher T. Schlager 21-95-578 CAli p"pert~ lelnllv.-wned with Ihe Rllhl .f lurvlvenhlp mu.t be dln...ed on Schedule '1 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Manpower Temporary Services - accrued wages (Atlantic Dairy Cooperative Holly Milk Division) 372.97 TOTAL Also .nlo, on IIn. 5, R.ca $ 372.97 CA"och oddlllonol8lAJ" )C II"" .heot,l' mort! spacer, needed.) "'\ .(__Isofflt III"" W COMMONWEAIJH 0' rlNNSYlVANIA INHUIlANCI! TAX lnUlN UllOfNT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATIOF FILE NUMBER Christo her T. Schla er Join' 'onontl.l. NAME A.Barbara A. Schlager ADDRESS 2157 Douglas Drive Carlisle, PA 17013 RELATIONSHIP TO DECEDENT Mother B. c. Joln'ly-ownod pl'Gporty. ITEM LmER DATE NUMBEI FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF JOINT OF ASSET %tNT. DECEDENT'S INTEREST TENANT JOINT 1. A /8/93 Harris Savings Acct. 988.34 50% 494.l7 U9-02-l27017 (See attached letter) , , TOTAL (Also onlo, on lin. 6. Rocopllulotlon) S 494,17 {II more spoce is ne.d.d Inlert additional sheets o( lome size} ~ ."L. ~ SCHEDULE H ~ FUNERAL EXPENSES, eOMMO"W""" Of ""NIYlV'"'' ADMINISTRATIVE COSTS AND IN"""'NCI TA' mUIN MISCELLANEOUS EXPENSES aU1D(NT DIClOfHf ESTATE OF Ilvunu. "nl Ploa.o Prlnl or T . NUMBER Christopher T. Schlager ITEM NUMBER A. Funoral bpon..., B. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. 2. DESCRIPTION 1. Roth-Hoffman Funeral !lome Grave and gravemarker 1. Admtnl.lratlvo Ca'llI Pe"onol Repre.en'otlve Comml..lons Soclol Seeurily Number 0' Pe"onol Repre.en'ollve, Vear Comml..lon. pold 2. Attorney Fee. 3. Family Exemptl%omas P. Schlager Father and Clolmon,Barbara A. Scha1gerRelallan.hlp Mother Addre.. 0' Clalmon' a' dacedenl's dealh Slree' Addre.. 2157 Douglas Drive Cily Carlisle State PA Zip Code 17013 Probo'e Fee. William R. Bunt, Esq.-reimbursement of probate fees MI.coUanoou. bpon.IS' TOTAL (AI.o en'er on line 9, Reeapilulatlonl (If moro 'paco I. noodod, In.o" additional .hool. of .am. .1.0.) 2l-95-578 AMOUNT 6,300.00 4,200.00 3,500.00 143.12 5 14,l43.l2 ~ . ily,iilJlh 11'1J ,~,..t.~ ~ COMMOHWUltH 0' ,fNNUlVANIA IHHI''',&HCI 'AX .IIU.N ,,,IOINt 0'C'O'N1 SCHEDULE J BENEFICIARIES l ESTATE OF FILE NUMBER Christopher T. Schlager 21-95-578 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. TaKable BequIIIs: 1. Thomas P. Schlager 2157 Douglas Drive Carlisle, PA 17013 Father 1/2 of Entire Estate 2. Barbara A. Schlager 2157 Douglas Drive Carlisle, PA 17013 Mother 1/2 of Entire Estate ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Beque'"1 l. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also .nl.r on IIn. 13, RlCopllulollon) S (If more .pac. .. n..d.d, In..rt additional .h..t, of .am. .111) -- -. ~_.~..' _. - . RECEIVED fROM. & ACN ASSESSMENT r:w CONTROL 1;1 NUMBER AMOUNT BUNT WILLIAM R 109 SOUTH CARLISLE STREET Ivl .t::'"f.bO NEW BLOOMFIELD, PA 17068 UTAl! INfORMATION. !II MI ~ el-1995-0578 SSN !II NAME O' DECEDENT LAST) (fiRST) Si SCHLAGER CHRISTOPHER T II IE O' PAYMENT EI POSTMARK DATE COUNTY 187-70-0308 Mil ""0."'1 I I I I I CUMBERLAND DATE O' EATH REMARKS m TOTAL AMOUNT PAID .e9.65 PB ~'''; C '.;1 RECEIVED BY . !/, /".1.".' :,11'1/1./ NAfUlU.j _ I . MARV C. L.1t IS"?//" I/)_~ REGISTER OF WILLS /,c.,;./,' " " . - - -~ -- --- -- - - - - -.- - -- - - - ----'- - - - -- -:--:-'r,-;-;? - r.: SEAL THOMAS P SCHL.AGER C/O WILLIAM R BUNT CHECK" 1693 ES&I REGISTER OF WILLS ~ .- .. .') , I ... . . , .: .. ..... "_- ~ r""4~ ~.- _. --.- J -, ~~~..d I __ II ...:- , \ , /' )6 - If] .- / / (!t., ~E~-'lS47 EX AFP 1l2-9S)*, CQHHOHWEAlTH Of PENNSYLVANIA Df:PARTHEHT OF REVENUE IUREAU OF INDIVIDUAL JAMES DCP r. :80601 ItARAISIIURQ, Pi 171Z1~a601 ACN 101 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE 07-08-96 FILE NO. 07-12-95 COUNTY CUMBERLAND NOTE. TD INSURE PRDPER CREDIT TD YOUR ACCOUNT. SUBHIT THE UPPER PORTIDN DF THIS FDRH WITH YDUR TAX PAYHENT TD THE REGISTER OF WILLS. HAKE CHECK PAYABLE TD "REGISTER OF WILLS. AGENT" REMIT PAVMENT TO: WILLIAM R BUNT 109 S CARLISLE NEW BLOOMFIELD ESQ ST PA REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 17068 A.ount RaMitt.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifiy=iii4i-EX-Aiip-nz=ijifnliii'"icnij:-YNHEiiii'ANcri'"AirAPpjiAisEHEN'r-;-Ati.-ciiiANcriili----------------- DISALLOWANCE OF DEDUCTIDNS AND ASSESSMENT OF TAX CHRISTOPH T FILE NO. 21 95-0578 ACN 101 ESTATE OF SCHLAGER DATE ATTACIIED 07-08-96 NOTICE TAX RETURN WASI I l ACCEPTED AS FILED I X I CHANGED SEE RESERVATION CDNCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN 1. R..l eat.t. (Schedule AJ Cl) 2. stocks and Bond. (Schedule 8) (2) 3. Clo..ly Hald stock/Partnership Int.r.at (Schedule C) (5) 4. Hortgag../Hot.. Receivable (Schedule OJ (4) S. C..h/Bank Oeposita/Hi.c. Paraonal Property (Schadule EJ IS) 6. JointlY Owned Property (Schedule fJ 1&) 7. Transfer. (Schedule OJ (7) 8. Total A...t. .00 .00 .00 .00 372.97 494 . 1 7 .00 leI 867.14 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funer.l E~pen.e./Adft. Co.ts/Hi.c. E~pense. (Schedule H) (9) 10. Debta/Hortg.ge Li.bilitie./Lien. (Schedule X) (10) 11. Tot.l Deduction. 12. Net Velue of T.x R.turn 13. Ch.rit.ble/GoVernnent.l Bequests ISchedule J) 14. N.t Velue of E.t.te Subjeot to Tex 11.016.09 .00 1111 1121 1131 1141 11.nH ng 10,148.95- .00 10.14B.95- If an assessment was issued previouslY, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Anount of Line 14 .t Spou..l r.t. (15) 16. Anount of Line 14 t.x.ble .t Line.l/Cl... A r.t. (16) 17. Anount of Line 14 t.x.bl. .t Coll.ter.I/Cl... 8 r.t. (17) 18. Princip.l T.x Due TAX CREDITS: PAYHENT DATE 03-21-96 14. 15 and~or 16. 17 and 18 will returns assessed to date. NOTE: .00 X .00. 494.17 X .06. .00 X .15. IIal .00 29.65 .00 29.65 RECEIPT NUHaER AA1l2648 DISCOUNT INTEREST 1+) I-I .00 AHOUNT PAID 29.65 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 29.65 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREOIT" ICRI, YOU HAY eE DUE A REFUNO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.l IIV.I.rolll."1 <'. INHERITANCE TAX EXPLANATION OF CHANGE~ -1lC)MMONWEAlTH Of PENNSYlVANIA DEPARTMENT Of REVENUE IURIAU 0' INDIVIDUAL TAXIS DEPT. 280601 HARRIS8URG. PA 17128.0601 DECEDENT'S NAME fILE NUMBER Chrieto her Schlo er 2195-0578 ACN 101 SCHEDULE ITEM NO. EXPLANATION OF CHANGES II B-3 ..!ll!~U,c,ed,.to J~72..97.. . ,Fellll)' exellP.tion cononl)' beclailled,lIgllinet pro!>atll asset.. 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" , '. , TAX EXAMINER, Lawrence SzolloBY PAGE ,., , ;~. , ; ,; 'i;. "l'f t::l ~~ 'R' ~- 8: O,gj N c.. " (l 11) .~;: .:~~,-': .~ ~} ~!:p~ \0' 1 ",-, :.:; -~~ ~ .f" ~ ,,'ij ,; '-". '.. ::f _1 :X; i'l c<- ;6 2.~ Q ;::'E frO)' ~ . iIJ :) cna:, c,,)o 0: ,.j ;-';J'l-f'Y',# '.'!. .~ ,. .'m, , 'f., ~ _n " ". " ; , ; ! ..,;. j ""i ! _.--' .._ _r'...,.... .. - , ".-' '-.--,"-'- .-,..~-'--."'" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXED DEPl280601 HARRISBURG, PA 17128,0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ~:Jtt.,.(l, ~ NO. AA211586 AEV.".m,,,,,, RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT WILLIAM R BUNT ESQ P. 0 BOX 33b NEW BLOOMFIELD, PA 17068 101 -2.707.70 ESTATE INFORMATION: FilE NUM8EA I , I " , 'OlDHE.. --I , fClOHEAE Qr~1 ~~~~ C~~T~Tn~~~~ T DATE OF PAYMENT ?',=,n/Q? POSTMAAK DATE '7'PQ/O'7 COUNTY 11.411 ~ i NAME OF DECEDENT (LAST) IFIAST) 01;1 , I , " DATE OF OEATH TOTAL AMOUNT PAID $2.707.70 REGISTER OF WILLS \ VZ '- '. nECEI~~:: ::" ~~Jis ('~:(;':-;~:~ /:;~1<J- REGISTER OF' WILLS " - (1 REMARKS THOMAS P SCHLAGER C/O WILLIAM R BUNT ESQ sEAl!:HECKII be7 , --7.-~-:--:---..."':":"""----__---.-_~.~.~.,~,~_~.~~____________.__ 'I. 7 ;' " , -. .... . , . . . ' : '. . '". ..... --...... 'i'.'--".'.~~~~~- ?~ -.--' -~ .;""l'.....--....AJI __ ',L ---'I-..~ \ I I I I I I J I I I I ,I I , I j L. 'OlDHER, I , I I I I ) ) I J I I ) 1 ) , /') -c' '7': I REMARKSWILLIAM R BUNT RECEIVEDSY. " , I SEAi!=HECK* t689 ~~~iS~ER~ F i~ILL~{lht.- 4{j- 1 REGISTER OF WILLS , --------------________________1 '" --------.., ~ . .... --. .-.-.- -. ......'.. . - I -'--. - --.-- '.'-'-..'-' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIOUAL TAXES DEPT.280601 HARRISBURG. PA 17128.0001 . NO. AA 2 4 2 311 REV,,,,, EX 11"''' PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT 1" RECEIVED FROM: r " ACN ASSESSMENT CONTROL NUMBER AMOUNT WILLIAM R BUNT 101 .~_::I!'i POBOX 336 NEW BLOOMFIELD, PA 17068 - ESTATE INFORMATION: FILE NUMBER 21-1 9~-0578 N 187-70-030 NAME OF DECEDENT ILAST) (FIRST) SCHLAGER CHRISTOPHER T DATE OF PAYMENT fCllDHERE .. IMI) 10/06/1997 POSTMARK DATE 10/03/1997 COUNTY 1. TOTAL AMOUNT PAID .3.3~ DATE OF DEATH DO , .' .... , ., , 1 '.!' . . / '" \ . , ;, . , ". 'r' .-.. --. ..- ..___-t -~ ... i--'-- --~-+:.~~. ,- -- -::. ~:- . . . .4' ..:' , , . .t I ..' . -. '" \. ~. i .' -' , -~' -. .~.~ _AA t.. - - ...~ "1~,~ " } I _-... __"r'-~"_'.' '_ , "","-., .r......_"". ~ 1 ' RI!V-1547 EX AFP (12-94* C~ALTH OF PENNSYLYANIA DEPAATttEHT Of REVlHUE . IUREAU OF INDIVIDUAL TAXEI DEPf. ZlaiDI HARRISIURG, Pi 17UlaG601 *, ACN 101 DATI! 10-02-95 NOTICE OF INNERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX " D:TI! OF DEATH 06-14-94 ~~b~T~O. CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUB"IT THE UPPER PORTION OF THIS FOR" WITH YDUR TAX PAYHENT TD THE REGISTER OF WILLS. "AKE C/fECK PAYNlLE TO "REGISTER OF WILLS. AGENT" ~, ,I I'. .j .11 REMJ:T PAVMENT TO: RICHARD C SNELBA~~.ESQ SNELBAKER & BREN~N . 44 W MA~N ST MECHANIC5BURG PA 17055 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 ,j-, \1\ A_t R_lttad IO'6.ut$ CUT ALOIIO THIS I Viol'! .. RETAnl LOWER PORTION FOR YOU'! RECO)RD!' _ - ~ ----- -----~~----~._--_..~--_. i ".. " ..' ':,,; l 1 ~ ,to ,. : ~~. " , I' "'~ . , t . . .,,\. , I ,.,.;,0.' -,. . ,.1 " '. ." t.:. > '. , v' .''''~~.~.~'~ .. " . .. 'I ~J. ,.+\ . . ,4 " 'It " ,- . "... '. I -'.~' .- ,- .- ...- -_......~ '11" ...._, - ........--~~.~ ------ - I t~T . 1 " j . :' oW WEST MAIN STJ\UT MECHA~ICSBURG.PENNsnvJ>.NI^: 17055 0W lieglster of d ~V~_.. {______._ _.t.~ ___~... ~ . ...... .". I'!:,Suu/;, :. '-. ~ ~7 -"~___,.__""T, o.~ '~1~'0 './;.It,~_",,_, "'"., '.. ....~~....-\.. "' ... .... .,. ....~... -.... " l' l.." ... PiA; "i' to ~:---"..i--- -~, - . .r....- (,1 .. t, ,."-~' r.,~1. ,-",4 :l: ,,' , . rt"'7:.--:.... 2 ". 170.:r '. _.,~ l'f':;'~1_"!'.""'.0T .::;., -.,.,. '-~.9"! ~^' j~"""i.j.."~'-'''''ll'' ... .1" -!>>-..."., _~... " Hl:l(.L"~' :jl~ 15541:3 tt:i7Wlj!f---'''- 3NELBAKER e BRENNEMAN ^ "",,'USIONAL COkPOMTlON ATTOP.NEVS AT lAW p, O. BOX 318 'S '9'3 r,l \'. ,. .:,-, c.:. CI.!: .. ";\...1 C:G .~'tt PA REGISTER OF WILLS COUHTY OF CUMBERLAND ONE COURTHOUSE SQUARE CARLISLE PA 17013 17013-33"12 23 1.,.111...111....,.11..11".11..,11.1.1.11.1,11..1,.1,1....11,1 IS- </7 ,-II aUREAU OF INDIVIDUAL TAKES INHERITANCE 'AM DIVISION DEPT. 280601 tiARRISIUAO, PI 17UI.UOl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~.i I..u NOTICE DF INHERITANCE TAK APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAK - WILLIAM R BUNT POBOX 336 NEW BLOOMFIELD DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-29-97 SCHLAGER 07-12-95 21 95- 0578 CUMBERLAND 501 A.aunt R..lttad ESQ PA 17068 *' IlI.IU' II'" 11I"Il CHRISTOPH T MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS ~\ CUMBERLAND CO COURT HOUSE I CARLISLE, PA 17013 CUT ALONG THIS LI"HE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifiv:is'4-j-EX-AFP--m-:97Y-NoT'i'CE--cin-NHEiii'i'iiN'cn'-AiniPPRAi'sEH€N;--;-ALLOWAWCtniri----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ", CHRISTOPH T FILE NO. 21 95-0578 ACN 501 DATE TAK RETURN WAS, ( I ACCEPTED AS FILED ( XI CHANGED SEE ATTACHED 13.290.98 .00 (111 1121 (131 1141 14, 15 and~or 16, 17 and 18 returns assessed to date. ESTATE OF SCHLAGER RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: LITIGATION RETURN 1. R..I eat.t. (Schedule A) (1) 2. stock. and Bond. (Schedul. OJ (2) 5. Cloaely Hald stock/Partnership Jnt.r..t (Sch.dule CI (5) 4. Hartg.gaI/Not.. Receivabl. (Schedula DJ (4) S. C..h/Bank Deposita/Hi.c. Parlonel Property (Schedule EJ ISI 6. JointlY Owned Property (Schedula F) (6) 7. Transfar. (Schedule Q) (7) 8. Tot.1 A...t. .00 .00 .00 .00 58.419.23 .00 .00 181 APPRDVED DEDUCTIONS AND EXEMPTIONS I 9. Fun.r.1 E~p.n.../Ad.. Co.t./Hl.c. E~p.n... (Sch.du1. H) 10. D.bt./Hortgaga Llabi1iti../Ll.n. (Sch.dule II 11. Tot.1 D.duotiona 12. H.t Va1u. of T.x R.turn 15. Charitabl./Gov.rnn.nta1 a.qu..t. (Schedul. JI 14. H.t V.1u. of E.t.t. SUbject to TaM 191 (101 NOTE I If an assessment was issued previOUSly. lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of LIne 14 16. AMount of Lin. 14 17. AMount of Line 14 18. PrIncip.1 T.x Du. .00 K .00. 45,128.25 K .06. .00 K .15. U81 .t Spou..1 r.t. t.~.bl. .t Lln..l/C1... A r.t. t.x.bl. .t Co11.t.r.1/Cl... a r.t. U51 1161 1171 TAX CREDITS I PAYMENT DATE 07-29-97 REr.EIPT NUMaER AA211586 DISCOUNT (+ I INTEREST~PEN PAID (-I .00 AMOUNT PAID 2,707.70 BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-30-97 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED. SEE REVERSE FDR CALCULATIDN OF ADDITIDNAL INTEREST. 09-29-97 NOTICE NOTE: To in.ur. proper credit to your .ccount, .ub.it the upper portion of thia for. with your t.x p.y...nt. 58.419.23 13.?gn gR 45.128.25 .00 45,128.25 will .00 2.707.70 .00 2.707.70 2.707.70 .00 5.35 5.35 IF TOTAL DUE IS LESS TNAN .1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YDU MAY aE DUE A REFUND. SEE REVERSE SIDE OF lHIS FORM FOR INSTRUCTIONS. I ffi.urolJl.....1 '*' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .. BURE.\U OF INDIVlOUAL TAXES OEPT, 2SDeOl A 171 8.0601 . INHERITANCE TAX EXPLANATION OF CHANGES RRI DECEDENrS NAME Christopher Schlager Larry Szollosy FilE NUMBER REVIEWED BY ACN 2195'()578 601 SCHEDULE ITEM NO. EXPLANATION OF CHANGES Interest Is effective July 22, 1997. tn <- ~~ .. ,,~ 1'") I I- f:"-' L) f~'~ , > lUj.!.. !-'"" ... ::; cc Ou ROW Page 1 IRD/lune 3D, 1992/17858 REGISTER OF WILLS Cumberlnnd County Courlhouse One Courthouse Square Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel: WTT.T TJ\M 0 t:tflMT. FSQ . RE: E5late or CHR~S'1'OPHER '1', SOUTH MIDDLETON TWP E5tate No.: 2l-l995-578 Date or Decedent's Death: SCIiLAqj&eosed Late or , " JULY 12, 1995 Pursuant to Rule 6.12, the above named personal representative or the above naJlled attorney, If applicable, within two (2) years of the decedent's dcath, and annually thereafter until administration Is completed, is required to file with the Register of Wills a Status Report as required by Rule,6.12, in substantially the prescribed form, showing the date by which the personal representative, or attorney, as applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise you that uoless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans' Court, as appropriate, wIthin ten (10) calendar days after the date of this Notice that the Register ofWUls Is required to notify the Orphans' Court.Dlvlslon, Court of Common Pleas of suclt delinquency IIid to request that saId Court conduct a hearing to determine whether sanctions should be Imposed upon the delinquent personal representative and the delinquent personal representative's counsel, If any. Aceocdlngly, If the requisite Status Report Is not filed by ~F.P1' 1 n ., I~, you are.h~y advised that a request wllJ be submitted to the Court In accordillce with Rule 6.12. . AUGUS'1' 26, 1997 Date: DistrIbution to Estate File I ,..J:':: ' -"-""---. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Christopher T. Schlager Date of Death: July 12, 1995 Will No. Admin. No, 21-1995-578 Pursuent to Rule 8.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-ceptioned estate: 1. State whether administration of the estate Is complete: Yes No_ x 2. If the answer Is No, state when the personal representative reasonebly believes that the administration will be complete: 3. If the answer Is to No.1 is Yes, state the following: a. Old the personal representative file a final account with the Court? Yes No X b. The separete Orphans' Court No. (If any) for the personal representative's account Is: c. Old the personal representative state an account Informally to the parties In Interest? Yes X No Date: Copies of receipts, releases, joinders and approvals of fonnal or Infonnal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. <//- (j~. :2-9. /9C"/l? l/'fs / 11" I Sl,",,"~ I d. WIlliam R. Bunt. Esquire Name ; ,:, 0\ l.r) (:, ''"..: 109 S. Carilsle Street P. O. Box 338 New Bloomfield. PA 17068 Address 'I' [l1 ,,_,OJ ( 717 ) 582-8195 Tel. No. d: r.. p' Personal Representative X Counsel for Personal Representative .J ;j uu Capacity: ':" ~~~r,j:W'''iY,,'".!:.jIli.--iiA,W~1A~~'fi;'~''F'i''-''''''','>-~.4_''''";:' ,",,,,,p-,, >'<1 --,+,-",:",:,,",-~-;;"li"";'h;;'_""-,-_,- ',-.,