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Home My WebLink About95-00662 , '( . " ~ . ~ : t ~ , ',1" ;"!:,,' " ~' , ',-. - . ~.' " ~~-'", '\ 1~;:>:-$. ,~... 'f" ~, ','r.- ,.. . ~. 0"': ;: :~ ':,: ,'"" ;,'. , , y . ; );.~, ~.. (,". ' ,":. )'- PETITION FOR PItOlJA TE Ilnd GRANT OF LETTERS No. 0</- 95- 0(P;;;L.. To: Eslale of also known as H F.r. F.fLli.-liENDERSON- Register of Wills for the . lJereased, County of Cumberland In the Sorial Serurlty No. 225-32-7083 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petltloner(s), who Is/olI-K 18 years of age or older an the execut r ix in the last will of the above decedent, dated Januarv 7 and codlcll(s) dated nonA named ,19-2L (SIBle relevant circuffi5lam:cs, e.,. renunclolion. death or executor. etc.) Decendent was domiciled at death In Cumberland County. Pennsylvania. with " er last family or principal residence at 3816 Chestnut Street (Hampden Township) Camp Hill. PA 17011 (Us, streel, number and muncipality) Deeendent. then 71 years of age, died Auqust 28 ,19 95 at Holv Spirit Hosoital. Camo Hill. PA . Except as follows, decedent did not marry. was not divorced and did not have a child born or adopted after execudon of the will offered for probate: was not the victim of a killing and was never adjudicated Incompetent: None Deeendent at death owned property with estimated values as follows: (If domiciled In Pa.) All personal property $ 250.000.00 (If not domiciled in Pa.) Personal property In Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 7 n . n n n n n situated as follows: 3816 Chestnut Street Camp Hill. PA . WHEREFORE, petitloner(s) respectfully request(s) the probate of the last will and eodlell(s) presented herewith and the grant ofleners testamentary (tcslamcntarYj administration c.t.a.; administration d.h.n.c.l.a.) theron. i ,,- '6i 0:. -g.g .'e "''' ....~ ~c a in JlJ..lo)....t.vJ......... DAhr;:l K WAllet R1q A'1pnviAw OrivA Mechanicsburq, PA 17055 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } l:lS COUNTY OF Cumberland The petltloner(s) above-named swear(s) or arrirm(s) that the statements In the foregoing petition are true and correet to the best of the knowledge and belief of petltloner(s) and that as personal represen- tadve(s) of the above decedent petltioner(-) will well and truly administer the estate according to law. arrirmed and ,5<' ..o-W1..",t.J~ to> 00' ~ ! .... , ~o. 21 - 95 - 662 Estate of HELEN H. HENDERSON t I)cccllNed DECREE OF PROBATE A~D GRANT OF LETTERS AND NOW SEPTEMBER 6. 19-2i..ln consideration of thc pellllon on thc revcrse side hcreof. satisfactory proof having been presented bcforc me, IT IS DECREED that the instrumcnt(s) dated January 7. 1994 deserlbcd thcrcin bc admitted to probate and med of rccord as the last will of Helen H. Henderson Testamentary and Letters are hereby granted to n,:.h,.-,q l( W,q'l~'" FEES Probate. Letters. Ete. ......... $ 305.00 Short Certlfieates(5 ) . . . . . . . . .. $ 15.00 R.~n\lnclation ................ $ x-pages l~.UO JCP $ 5.tlO TOTAL _ $ ~4g gg . SEPT. 6 1995 ~. Filed ..... ... ..1.....0.............. .... 7JhA7!(?vf!:,;.~~ tJmBE fJ1;. (J MARY C. LEWI S o.fllbtto..-I/. W_ 23989 ATTOIlNIlV (Sur. CI. t.ll. Nil.) 24 N. 32nd Bt.. Camp Hill. p^ AllIlllllSS 17011 In7l 737-1300 l'Il0Ntl .. ~g '0 :TJ :l:l \It r,-' i i) P (,.", \ r.-' u I ~ :;:. , \<J U '\J ., (.....) i ~1 ). :\ -" l,..J Mailed letters and order to attorney on 9-7-95. . . -r< , ~'~~ ,- -'~."'.'~-~'-~~r~~~~~~~~'~"" ,,--.- .~, -,=~ ~ '. . , I~f" . ',0'" 'c' . ,~jt, .; <", ,_ .' . . .". ...:." I .,,~.;,: ;~.0',,::,-,., ;, " n:c,'e,"C/ "," .J ;,..':: I :_ c; ;... c.; ";,;' . c: .'. . : :,';". (:t ..~;.': ,.':,':.:...,.,'. ,":'';.','' ;':\::: ,.' '.' " :~. :::;':c" "',''''';''', , ':ct" . "" (;,';;.'!:, ::'-'i .',. ,",.;.;,' .c' . ';' .;:;:,(. ':;': .~:!i~~: ''':..'" ; ','." ...,...,., i:.i;.,"'; : .: ,.;:': ~.:' "'. ':.-',' ",,<. " I'::,,: . ,.:, ", :c: '" c' ',"., . '" , .';. c,...' ..... ,," ", ," .,. : .:':,' ::. ~, . :. ",':' .' . L,' .' ~":'. ' .., : <II 'c), " ~~L" " -. . -w, ,:.,:. , , ,... :~fl; .',,' i:,:., . 'j' :t:" ' _'.' " .' c' .,; " "',. .',:",.,:,.,:':.',', "':':" '. ," ", " . ,;,' '.",'. , "',. , '. ,: " ',. :'c' "..:- . , " .' ' .,-- '. ,,'.' , .' ' , .. ':', ...... ; .' ",' ", , ,'.::-,~''':.: I ' , . '. -'> " .. cn ,,;~: .:.: '. ;"':" ,. '''.':''. ";." " '. ::, :'" . .. . " ;"4',::,,:,. .,i" .,...,. "', :., . <t'(.": . c~,;.:':. "- ' .:-. ',' ,','. :,. ":,o':, ">: '. , ," ,. . "<:':":-:-"c:' .'.'..'..",' . : . ;"";0'>" 'J' ',." : >"..: '~~~~"':'>:""n.::c". .,'en> . " '0' ,.," ':' i~~~-:::y:~j ;c'{~~: -1!J~;" " .. ',: .:,: '. '~';{;~: ", ,'; C " ':;~::':'; ',C; '.c. '. ::'".' "',;, . . ,C, . ::'. : ';,:,'" :--' , .n ,,';;'i: " :...-i .,.' ."".:::, ;':f ",.,: ,-<c::~ ,""" :':,...,'. ;, " : '; , " . . .": .:,:: "".'.. '; <','" " ,,' ""': ". ,,," " , ;", .. -, '; -~. " ,.;., ...";" :",'" '. :' . .i"..",' " '~I;. " "., '- '}":: ',\','::..', ',: i -1 " ": >: ;"" , "-;;' . ~ , ,,: :.'-, ':. , ,~ :, .' '''', :',', , , "', ,:;~:,,~;~~t~\ ..-, "",,,.,, I'; << ~ ',,~{ u, ;1 -. ~ 4 _.,,~ ., . , \, ~" . ~".\ ........ ..- ~ i ~ ~ "f' ;, .' LAST TBSTAMBNT W ILL AND o p BBLEN BEN 0 E R SON B. I, HELEN H. HENDERSON, of Camp Hill, Cumberland County, penneylvania, being of sound and dispoeing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last will and Testament and hereby revoke all other Wills and Codicils, if any, that I have made. FIRSTI I give, devise and bequeath twenty-five (25%) percent of my Estate to my daughter-in-law, KATHLEEN VENNERI, of Harrisburg, Pennsylvania, so long as she survives me by thirty (30) days. SECOND I I give, devise and bequeath the rest, residue and -remainder of my estate, of whatever nature and wherever situate, in six equal shares, to the following individuals and entities I A. One share to my friends, ROBERT and HAZEL LAMBERT, of Camp Hill, Pennsylvania, or to whichever one of them shall survive me by thirty (30) days. If neither should survive me by thirty (30) days, then this share shall be split equally among those CHILDREN OF RICK LAMBERT who survive me by thirty (30) days. B. One share to my friend, BEVERLEY GORDON, of Camp Hill, Pennsylvania, so long as she shall survive me by thirty (30) days. Should my friend fail to survive me by thirty (30) days, then her share shall be given to the WEST SHORE PUBLIC LIBRARY, 'Ie', o~ oio^ .~ ~ ~, ~ i, ,. " IF ~ <. ., ~ 'f; ;~ f ~ '4 ~ . .' \~ . in Camp Hill, penneylvania, C. One share to my frisnd, MARY PLANK, of Camp Hill, Pennsylvania, so long as she shall survive me by thirty (30) days. Should my friend fail to survive me by thirty (30) days, then her share shall be split equally among those CHILDREN OF MARY PLANK who survive me by thirty (30) days. D. One share to my cousin, VERA WILEY, and her husband, GILBERT WILBY, of LaJose, Pennsylvania, or to whichever one of them shall survive me by thirty (30) days, Should neither survive me by thirty (30) days, then this share shall be given to their daughter, CINDY HEENAN, of Reading, Pennsylvania, so long as she shall survive me by thirty (30) days. B. One share to be split equally amongl (a) NEW MILLPORT CBMETBRY ASSOCIATION, of New r(illport, Pennsylvania; (b) NEW MILLPORT LUTHERAN CHURCH, of New Millport, Pennsylvania; and (c) LUMBER CITY CEMETERY ASSOCIATION, of Lumber City, Pennsylvania, F. One share to be split equally amongl (a) My friend, JEAN DARACLEA, of Harrisburg, Pennsylvania, so long as she shall survive me by thirty (30) days, (b) HARRISBURG HOSPITAL, of Harrisburg, Pennsylvania; and (c) WEST SHORE PUBLIC LIBRARY, of Camp Hill, Pennsylvania. .......~ ,. f ~ ~ . ~ ~ ~ ~ . . . , THIRD I All interests of any bsneficiary in the income or principal of this Estats, while undistributed and in the possession of my Executrix, even though vested and distributable, shall not be subject to attachment, execution or sequeetration for any debt, contract, obligation or liability of any beneficiary and, furthermore, shall not bs subject to pledge, assignment, conveyance, or anticipation, FOURTH I All inheritance, estate, and succession taxes (including interest and any penalties thereon) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. FIFTH I I nominate, constitute, and appoint my friend and attorney, DEBRA K. WALLET, ESQUIRE, as Executrix of this, my Last Will and Teetament. In the event of the renunciation, death, resignation, or inability of my attorney to act for whatever reason in thie capacity, then I nominate, constitute, and appoint my daughter-in-law, KATHLEEN VENNERI, of Harrisburg, Pennsylvania as Executrix of this, my Last Will and Testament. I direct that no representative named above shall be required to post security for the faithful performance of her duties in any jurisdiction insofar as I am able by law to relieve her of such obligation, Any of my representatives shall be entitled to reasonable compensation for the performance of the duties set forth herein. .' IN WITNESS WHEREOF, I have hereunto set my hand and seal this ':!~ day of January, 1994, on this, the fourth of four typewritten pages. I have also signed the left-hand margin of the first three of these pages for purposes of identification only. j" ~i. .;IL rJ/7v~,k,/u.. HELEN H. HENDERSON SIGNED, PUBLISHED, and DECLARED by the Testatrix, HELEN H. HENDERSON, as her Last Will and Testament, in the presence of us, who at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. \-O.LIA4 1l. W.......... li14 A-~I, "'......e.o.J t<.t. ~u.k~~. P.... n,Ot"S" (M.,if(;- I'~OI gl!/lJrrN' S-r NEkJ (!,.uMA~ lA>J{I, f',J 1707~ . . ACKNOWLBDGMBNT Commonwealth of Pennsylvania County of Cumberland I, HBLEN H. HENDERSON, Testatrix, whose name is signed to the Attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument AS my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~k:. II jt;"t,_ HELE H. HENDERSON . Sworn or affirmed to and subscribed before me by HELEN H. HENDERSON, the Testatrix, this 'tJ./C day of January, 1994. 4i.?fc;.ijJ.u.u NOTARIAL SEAL J KATRINA K. WASS, /lot.ry rublfc CarUII. Boro, Cumberland Counly. r.. MV Commllllon Explrol Sepl. 19, 1994 o' ", '. A....L.F I D A V I T Commonwealth of Pennsylvania County of Cumberland We, Debra K. Wallet and (J U ~\;t; II r-. MU2,91,./t, the witnesses whose names are signsd to the attached instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute the instrumsnt as her Last Will and Testament~ that HELEN H. HENDERSON executed it as her free and voluntary act for the purposes therein expressed~ that each of us in the hearing and sight of the Testatrix signed the Will as witnesses~ and that, to the best of our knowledge, the Testatrix was at that time 18 years of age or older, of sound mind, and under no constraint or undue influence. \..0 JAACt.1l. w.w....t' a4;'!1J'~ Sworn or affirmed ':IWuCt. -+<, wWJl '- t: witnesses, this 7~11 day to and subscribed to before me by and QJ..J..xlT;,1'! f: ')..U/;1fo..,;u , of J:J(}il.tlLt/.!.Lk-', 1994. 1/ ~.I_ ~ 'u/fZ6.. ;2d~ ~ Notary publ c NOTARIAL SEAL !CATR"IA K. WASS, NoI.ry Publi. C"II.I. Bo,o. Cumberl.nd Count P Mt Commlillon bp"o, S.pt. 19.ri99~ New Mil/port Cemetery Association New Mil/port Lutheran Church Lumber City Cemetery Association Harrisburg Hospital West Shore Public Library , -' New Mil/port, PA 16861 New Mil/port, PA 16861 Lumber City, PA 111 South Front Street Harrisburg, PA 17101.2099 30 North 31st Street Camp HII/, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: December 7, 1995 , , , ~1JnA. -1/ . '-'aAMt"" Debra K. Wallet, Esquire 24 N. 32nd Street Camp Hili, PA 17011 (717) 737.1300 Personal representative " .(!JIll- t?$a.r. p/ DEBRA K, WALLET 24 N. 32nd 5'.... CIlI1JlIIIII, PA t1011 ....Iijl/lo.. (717) 737.\300 CERTIFIED COPY -- >-- ATTORNEY FOR SECOND CERTIFICATION OF NOTICE UNDER RULE 5.6(a\ Name of Decedent: Helen H. Henderson Date of Death: August 28. 1995 Will No. 1995-00662 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following on February 5. 1997. ~ Address Office of Attorney Geneml c/o Janice Anderson. Chief Deputy Attorney Geneml Charitable Trusts and Organizations Section 14th Floor. Stmwberry Square Harrisburg. PA, 17120 go \Cl . Notice has now been given to all persons entitied thereto under RIlle 5.~~ excepl: ~,' "T1 83 See prior certification. ~:' '::"'. ~ R. ..~ N ':":2 d ~d ::;w ~ Iii 0 UI - IN Date: February 5. 1997 o o. . I' .. 0' :0<.: ;l>;;:+ LOWlll..-t: .W............ Debm K. Wallet. Esquire 24 N. 32nd Street Camp Hill, PA 17011 (717) 737-1300 Counsel for personal representative ~ ::;--" :o:I:l ~8 -.'- (nn l'H"(i) ~, d.. hs,alll .f.. Ii t 1111.111 j fiIill.! I J pc. inU!i, " 8 ili!lfi! I J o;;lt' :u :TJ f~ - ..;ftl ,:[. \i 8 ' t} Iz.!IIi. J I J I .i f ~ ...., a I J IJi Dl li'lll Ii 0'1 fliliUH :1, c <.::> iJ.~~ J . i-.l ".' - flat 11 f l.iJl flli ~I~ . 'tl Ql Po ~ m:E ~~~ N ~ ~ ~~z ti = '" '" I>< .1-< J~~~~ 0 u~o 0 OZc:l U H ~~~ I ~m~ ..: !:: 11'\ .; ~~~~~ '" ~~~ '" ~ou ... ~~! ~~llIi'S:f~~ u- . fil~ 4k<l:lii:"-f: ;~I 0 ~H Z 0 ~~I'l ~ llCz~ t:. . :ill>< lllQl =;!;< ~~ ",,0 ~~o ~ l:l u I;: '1{/.~-;J~l]}!Jf1nl-,,"oo ~1I,,,';J()i ~l .PUtIO'1 IV"'" - I IJO!lor ll"'" I ,,~,,''''''lJd _' .... t" 0 P90J:;)Op IJ '. lill..\ ;):J~(;; _ DIU P;WJJjUQO JU~~';;~:.!tIP pUU ::~~~:~$q~ QOrrt . re'" ~J.... ," ".. . . .- _ i .', " tP.-uj ~ " . --.' IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 1995-00662 FIRST AND FINAL ACCOUNT AND PROPOSED SCHEDULE OF DISTRIBUTION of DEBRA K. WALLET, Executrix For ESTATE of HELEN H. HENDERSON, Deceased, Late of Hampden Township Date of Death: August 28, 1995 Date of Executrix's Appointment: September 6, 1995 Cumberland Cty. Law Jml. - Oct. 6, 13,20, 1995 The Patriot News - Ocl. 10, 17,24, 1995 Advertisement of Grant of Letters: Accounting for the Period: September 6, 1995 to October 15, 2000 PURPOSE OF ACCOUNT: Debra K. Wallet, Executrix, offers this Account to acquaint interested parties with the transactions that have occurred during her administration. The Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Debra K. Wallet, Esquire 24 N. 32nd Street Camp Hill, PA 17011 J.D. #23989 (717) 737-1300 ( . .... SUMMARY OF ACCOUNT Palle Current Value Fiduciary Acquisition Value Proposed Distribution to Beneficiaries 23-24 $86,422.93 PRINCIPAL Receipts 2-5 $787,009.63 Net Gain on Sales or Other Dispositions 6-8 28,636.90 Less Disbursements Debts of Decedent 9 852.00 Funeral Expenses 9 1,083.00 Administration Expenses 9-12 8,871.65 Federal and State Taxes 12-13 98,356.41 Fees and Commissions 13 35,742.00 144.905.06 Principal Balance on Hand $670,741.47 INCOME Receipts 14-18 90,681.46 Income Balance on Hand 90,681.46 Balance Before Distributions 761,422.93 Distributions to Beneficiaries 19-22 675,000.00 Combined Balance on Hand $86,422.93 or ... . RECEIPTS OF PRINCIPAL Assets Listed in Inventory: (Value as of Date of Death) Cosh ond Bank Deposits: PNC Bank 4242 Carlisle Pike Camp HllI, PA 17011 checking account #5140028227 savings account #5130092567 savings account #5130210914 IRA 32.113.00 194,135,00 88,027.00 19,653.00 Harris Savings Bank 635 N. 121h St. Lemoyne, PA 17043 savings account #05-00116239 CD #05-20-165859 18,681.00 119,261.00 Meridian Bank P.O. Box 1102 Reading, PA 19603 CD #3063583326 CD #4610630180 CD #4631522838 14,554.00 15,798.00 7.726.00 Fanners Trust 1 West High St. Carlisle, PA 17013 CD #104121 55,129.00 Mellon Bank 10 S. Market Square Harrisburg, PA CD #250-067889-C CD #2S0-074531-C 9,042.00 19,498.00 43.00 1832 Bust one-half dollar VF 2 -: 1992 Silver dollar 6.00 1856 Gold dollar type 3 abrasions Harrisburg Hospital Pension check 130.00 318,00 Cash In possession of decedent 157.00 $594,271.00 Tonl!lble Personnl Property: Household furnishings Chestnut St. property 4,000,00 Household furnishings J. Hile Estate 1,000.00 1987 Saab 4 door sedan 2,500,00 Hummel Figurines 1,330.00 Gun collection 2,795.00 Coin collection 551.00 Estate of Ida Henderson .' (final distribution received after 000) 178.00 $12,354.00 Stocks: United Accumulative Investment Fund 1,398.857 shares at $8.17/share 11,429,00 Hyperion Total Return Fund 711 shares at $8.625/share 6,132.00 Bell Atlantic Corp. 32 shares at $59.625/share 1,908,00 Bell South Corp. 72 shares at $67. 625/share 4,869.00 3 ... , '! ... . U.S. West Media Group 32 shares at $43.375/share 1.388.00 NYNEX Corp. 32 shares at $44.6875/share 1,430.00 Pacific Telesis Group 32 shares at $24.4375/share 782.00 AT&T 85 shares at $54.875/share 4,664.00 SBC Communications 48 shares at $49.375/share 2,370.00 Penn Laurel Financial Corp. 400 shares at $29.50/share 11,800.00 Amerltech Corp. 48 shares at $49.625/share 2,382.00 $49,154.00 Bonds: $I,oooU.S. Savings Bond Series HH, Issued 1/1/93 1,000.00 $1,000 U.S. Savings Bond Series H, Issued 12/1/69 1,000.00 $2,000.00 Realty: Residence: 3816 Chestnut Street Camp HlIl, PA 17011 78,108.00 Lumber City Property: 25% Ownership in 142.04 acres Clearfield County 6,300.00 Farm in Kermorr 50 % Ownership in Farm at Township Rd., Clearfield County 30,750.00 $115,158.00 4 ~ .. , ReCunds: Blue Cross/Blue Shield TV Guide Blue Ridge Hoven West 186.00 26.00 42.00 $254,00 TOTAL ASSETS LISTED IN INVENTORY: : $773,191,00 Receipts Subsequent to Inventory (Valued When Received) Cosh in possession of decedent Bell Atlantic (phone blll refund) Erie Insurance Group (car ins. refund) Erie Insurance Group (homeowners' ins. refund) U.S. Treasury (tax refund) $25 Series E Savings Bond Issued 8/63 Provldlon Life Insurance NCR Corporation Stock AlrTouch Stock 20.92 3.34 352.00 1.00 13,96 146.77 11,593.97 186.67 1.500.00 $13,818.63 TOTAL RECEIPTS OF PRINCIPAL: $787,009,63 . 5 ~ .., GAINS AND LOSSES ON SALES OR OTHER DISPOSITIONS 06/24/96 Real Estate at: 3816 Chestnut Street Camp Hill, PA 17011 Net Proceeds $78,111.13 Fiduciary Acquisition 78,108.00 3,13 06/25/96 1987 SAAB 4 door sedan Net Proceeds $5,500.00 Fiduciary Acquisition 2,500.00 3,000,00 09/96 Household Furnishings Chestnut Street Property Net Proceeds $11,080,00 Fiduciary Acquisition 4,000.00 7,080.00 12/02/96 32 shares of Pacific Telesis Group stock Net Proceeds $1,152.00 Fiduciary Acquisition 782.00 370,00 01/97 Household Furnishings J. Hile I:state Net Proceeds $542,12 Fiduciary Acquisition 1,000.00 (457.88) 01/10/97 48 shares of SBC Communications stock Net Proceeds $2,391.52 Fiduciary Acquisition 2,370.00 21.52 6 . ~ 09/05/97 48 shares of Ameriteeh Corp. stock Net Proceeds Fiduciary Acquisition 01/26/98 United Accumulative Fund Net Proceeds Fiduciary Acquisition $3.185.76 2,382.00 803.76 $17,628.99 11,429.00 6,199.99 03/02/98 32 shares of U.S. West Media Group stock Net Proceeds Fiduciary Acquisition $2,346.00 1,388.00 958.00 03/05/98 56 shares of Bell Atlantic stockl Net Proceeds Fiduciary Acquisition $5,148.38 3,338.00 1,810.38 06/23/98 54 shares of Lucent Technologies, Inc.1 Net Proceeds Fiduciary Acquisition 01121199 85 shares of AT&T stock Net Proceeds Fiduciary Acquisition $4,088.62 0.00 4,088.62 $7,095.65 4,664.00 2,431.65 I NYNEX and Bell Atlantic merged in 1997. The Estate received 24 shares of Bell Atlantic stock in exchange for the 32 shares of NYNEX stock. The fiduciary acquisition value is a total of the date of death values for the 32 shares of NYNEX stock and 32 shares of Bell Atlantic stock. 1 On September 30, 1996, AT&T issued stockholders shares of Lucent Technology because of restructuring of AT&T. 7 -. DISBURSEMENTS OF PRINCIPAL Debts of Decedent: 10/05/95 Dennis Koons (6/95-9/95 lawn maintenance) 60.00 02/28/96 Holy Spirit Hospital 88.00 04/15/96 IRS (1995 Lifetime Return) 439.00 ($10,000 paid - $9,561 refund) 08/07/96 PA Dept. of Revenue (1995 lifetime return) 265.00 Funeral Expenses: 09/13/95 Cremation Society of PA 295.00 09/14/95 Debra K. Wallet (reimbursement for Rolling Green costs) 418.00 09/13/95 Sweet Remembrances (memorial services luncheon) 345.00 09/18/95 Grace United Methodist Church (funeral luncheon parking) 25.00 Administration Expenses: 09/01195 Probate Fees 340.00 09/13/95 VOl (gas) 7.60 09/13/95 PP&L (electric) 58.54 09/28/95 Cumberland Law Journal 40.00 (publication of grant of letters) 09/29/95 check printing fee 11.00 10/05/95 PAWC (water) 12.28 10/05/95 Bell Atlantic (telephone) 28.13 10/06/95 PNC Bank (check printing charge) 29.00 10/12/95 PP&L (electric) 39.13 10/13/95 VOl (gas) 6.66 10/18/95 Bell Atlantic (telephone) 28.13 10/25/95 The Patriot News 41.00 (publication of grant of letters) 10/30/95 Register of Wills (short certificates) 30.00 10/31/95 Hampden Township (sewer) 98.00 9 ., $852.00 $1,083.00 . 11/02/95 11/06/95 11/10/95 11113/95 11116/95 12/05/95 12/11/95 12/13/95 12/13/95 12/28/95 12/31/95 01/03/96 01/10/96 01116196 01/18/96 01129/96 02/01196 02/13/96 02/14/96 02/22/96 02123/96 03/04/96 03113196 03/14/96 03/14/96 03/20/96 04/01/96 04/15196 04/15/96 04/18/96 04/18/96 04/25/96 04/25/96 04/25/96 04/30/96 05/01/96 05/13/96 05/14/96 OS/21/96 OS/21/96 OS/22/96 OS/28/96 -, PA WC (water) 8.37 Mellon Bank (safe deposit box inventory) 25.00 UOI (gas) 25.13 PP&L (electric) 29.19 Bell Atlantic (telephone) 15.29 PA WC (water) 8.37 PP&L (electric) 33.30 UOI (gas) 37.75 Bell Atlantic (telephone) 17,99 Register of Wills (short certificates) 30.00 PNC Bank charges 12.00 PAWC (water) 8.37 PP&L (electric) 33.85 UOI (gas) 105.51 Bell Atlantic (telephone) 17.99 Hampden Township (sewer) 98.00 PAWC (water) 12.28 UOI (gas) 109.23 PP&L (electric) 35.90 Bell Atlantic (telephone) 17.99 Erie Insurance (auto insurance renewal) 533.00 PAWC (water) 4.46 PP&L (electric) 30.87 UOI (gas) 109.18 Bell Atlantic (telephone) 17.99 Commonwealth of PA (auto registration) 24.00 PA WC (water) 8.37 UOI (gas) 95.55 PP&L (electric) 31.19 Bell Atlantic (telephone) 17.99 Dennis Koons (lawn maintenance) 36.00 Martha L. Harman (Curwensville taxes) 50.98 Kathryn W. Fetrow (Chestnut St. laxes) 119.39 Clear field Cty. Tax Claims Bureau 233.74 Hampden Township (sewer) 98.00 PA WC (water) 8.38 PP&L (electric) 30.26 UOI (gas) 69.00 Bell Atlantic (telephone) 17.99 Clearfield Cty. Tax Claims Bureau 19.74 UOI (furnace repair) 63.18 Register of Wills 155.00 (Inh. lax return filing fee & add. probate) 10 . . 05/30/96 PA WC (water) 8.38 06/06/96 Lorry Fornwalt (chimney cap) 80.00 06/12/96 PP&L (electric) 31.05 06/13/96 UOI (gas) 17.44 06/17/96 Register of Wills (short certificates) 6.00 06/20/96 Bell Atlantic (telephone) 17.99 06/20/96 Dennis Koons (lawn maintenance) 48.00 06/20/96 Earl B. Lehman Motors (Saab repair) 252.32 06/24/96 Commonwealth of PA (sales tax & title trans.) 369.00 06/24/96 The Moil Room (Saab tag trans. Fee) 35.00 06/24/96 Leggett, Inc. (air condo repair) 248.00 06/27/96 CF Acri & Sons (air condo service) 61.50 07/02/96 PAWC (water) 8.38 07/08/96 UOI (final gas bill) 12.18 07/15/96 PP&L (final electric bill) 54.12 07/23/96 PA WC (final water bill) 4.75 07/18/96 Derr's Hauling (Chestnut SI. cleanup) 225.00 08/09/96 PNC Bonk (check printing charge) 30.00 09/19/96 Martha L. Hannan (Curwensville taxes) 196.54 12/30/96 Debra K. Wallet (misc. expenses Including 262.86 deed prep, copies, postage. mileage, faxes) 12/31/96 PNC Bank charges 48.00 02/03/97 Register of Wills (exemplified copy of 46.50 will & certificate of Inh. tax payment) 02/03/97 Unlshippers Association (overnight mail) 8.95 02/07/97 PNC Bank (check printing charge) 30.00 02/18/97 Unlshippers Association (overnight mall) 8.95 11107/97 Martha L. Harman (Curwensville taxes) 257.78 12/31/97 PNC Bank charges 48.00 01/22/98 Register of Wills (short certificates) 15.00 02/25/98 Judy L. Davis (Farm prop. taxes) 543.60 03/05/98 Martha L. Harman (Curwensville taxes) 65.66 05/13/98 Register of Wills (short certificate) 3.00 06/15/98 PNC Bank Service Charge 9.00 09/03/98 Martha L. Harman (Curwensville taxes) 196.54 09/25/98 PNC Bank (check printing charge) 30.25 12/03/98 Debra K. Wallet (misc. expenses including 405.05 copies, postage, mileage, faxes, travel) 12/31/98 Register of Wills (short certificate) 3.00 12/31/98 PNC Bank charges 48.00 03/02/99 Register of Wills (short certificate) 3.00 04/22/99 Martha L. Hannan (Curwensville taxes) 65.66 11 04/22/99 08/06/99 09/10/99 12/31/99 03/16/00 04/14/00 04/14/00 09/11/00 09/11100 09/11100 09/19/00 10/09/00 10/15/00 10/24/00 10/24/00 (reserve) (reserve) Judy L. Davis (Farm prop. taxes) Martha L. Harman (CurwensvilIe taxes) Judy L. Davis (Farm prop. taxes) PNC Bank charges Unlshippers (overnight mail) Judy L. Davis (Farm prop. taxes) Martha L. Harman (Curwensville taxes) Vital Records (2 death certificates) Register of Wills (short certificates) PNC Bank (signature guarantee) Equiserve (Hyperlon cert. Replacement) Vital Records (John Hile death certificate) PNC Bank charges Checks Unlimited (check printing charge) Debra K. Wallet (misc. expenses including copies, postage, mileage, faxes, etc.) Postage, copies, mileage, etc. (for filing of account) Register of Wills (filing of account) Federal and State Taxes: -. 165.71 196.54 507.39 48.00 10.82 179.91 65.66 6.00 9.00 2.00 120.87 3.00 40.00 10.40 76.66 200.00 200.00 $8,871.65 OS/28/96 Register of Wills (PA Inh. taxes) 69,492.92 ($87,532.00 paid less $18,039.08 refund) 1 % 1/97 IRS (Estate tax return) 1995 Fiduciary Taxes: PA Dept. of Revenue IRS 1996 Fiduciary Taxes: PA Dept. of Revenue IRS 1997 Fiduciary Taxes: PA Dept. of Revenue IRS 12 14,186.00 204.00 11,220.49 300.00 45,00 50.00 168.00 1998 Fiduciary Taxes: PA Dept, of Revenue IRS 1999 Fiduciary Taxes: PA Dept. of Revenue IRS 2000 Fiduciary Taxes (reserves): PA Dept. of Revenue IRS Fees and Commissions: 05/17/96 Commercial Coin Co. (appraisal fee) 07/08/96 Waggoner, Frutiger & Daub, CPA 08/14/96 Waggoner, Frutiger & Daub, CPA 12/30/96 Debra K. Wallet, Esq. - Atty. fees OS/29/97 Waggoner, Frutiger & Daub, CPA 12/05/97 Waggoner, Frutiger & Daub, CPA 04/23/98 Waggoner, Frutiger & Daub, CPA 11/04/98 Belin & Kubista, Attorneys at Law (review of Hile Est.) 04/29/99 Waggoner, Frutiger & Daub, CPA 02/24/00 Provost Real Estate Appraisers 05/04/00 Waggoner, Frutiger & Daub. CPA (reserve) Debra K. Wallet, Esq. - Atty. fees (reserve) Waggoner, Frutiger & Daub, CPA . 188.00 974.00 200.00 1,040.00 100.00 188.00 $98,356.41 25.00 3,500.00 600.00 10,000.00 1,750.00 1, 119.50 1,000.00 247.50 1,100.00 250.00 550.00 15,000.00 600.00 $35,742.00 13 . RECEIPTS OF INCOME Dividends AT&T stock 1995 28.00 1996 112.20 1997 112.20 1998 112.21 1999 ~ $392.80 Amerltech stock 1995 24.00 1996 101.76 1997 81.36 207.12 Bell Atlantic stock 1995 22.00 1996 91.52 1997 156.28 1998 43.12 312,92 Bell South stock 1995 26.00 1996 104.00 1997 104.00 1998 103.68 1999 54.72 392.40 Lucent Technologies 1997 8,12 1998 '2.00 .10.12 14 . 15 Hyperlon Total Return Fund 1995 248,85 1996 671.93 1997 549.28 1998 533.28 1999 579,48 2000 403.50 2,986,32 Interest CoreSlDtes Bank 1996 572.33 . Dauphin Deposit 1996 1,136.05 1997 4,550.72 1998 3,331.02 9.017.79 Fanners Trust 1995 2,776.27 Meridian Bank 1995 259,00 Mellon Bank 1995 1,378.23 1996 1,458.76 1997 1,003,31 1998 20.05 3,860,35 . " 16 Pennsylvania Slale Bank 1996 4,315.90 1997 4,167.45 1998 1,921,27 1999 165.65 10,570,27 PNC Bank 1995 3,365,00 1996 9,826.48 1997 4,150,74 1998 485,80 1999 257.56 2000 52.73 18,138,31 Harris Savings Bank 1995 834.00 1996 3,969,27 1997 2,505.10 1998 2,808.32 1999 2,180.83 2000 2,309.64 14,607.16 York Federal 1995 211,07 1996 5,038.81 1997 5,386.91 1998 1,420.83 12,057.62 US Treasury - U.S. Savings Bonds 1995 180.00 1996 360.00 1997 360.00 1998 360.00 1999 195,74 2000 60.00 1,515.74 17 . , '. Mary E. Plank 30 South 39th Street Camp Hill, PA 17011 Per Article SECOND (C) of Will 12/20/96 Cash distribution 12/18/97 Cash distribution 03/12/98 Cash distribution 08/26/98 Cash distribution 05/13/99 Cash distribution Gilbert & Vera Wiley Box 683 LaJose, PA 15753 Per Article SECOND (D) of Will . 12/20/96 Cash distribution . 12/18/97 Cash distribution 03/12/98 ,Cash distribution 08/26/98 Cash distribution 05/13/99 Cash distribution Jean R, Daraclea P.O. Box 2015 Mechanicsburg, PA 17055 Per Article SECOND (F)(a) of Will 12/20/96 Cash distribution 12/18/97 Cash distribution 03/12/98 Cash distribution Estate of Jean R. Daraclea 08/26/98 Cash distribution 05/13/99 Cash distribution " 'I t 25,000.00 18,750.00 18,750,00 12,500.00 9,375.00 84,375,00 25,000.00 18,750.00 18,750.00 12,500.00 9,375.00 84,375.00 8,333.33 6,250.00 6,250.00 20,833.33 4,166.67 3,125.00 7,291.67 20 New Millport Cemetery Association RD 1, Box 319 New Millport, PA 16861 Per Article SECOND (E) (a) of Will 12/20/96 Cash distribution 12/18/97 Cash distribution 03/12/98 Cash distribution 08/26/98 Cash distribution 05/13/99 Cash distribution . . I , 8,333.33 6,250.00 6,250.00 4,166.67 3,125.00 28,125.00 New Mitlport Lutheran Church c/o Curwensvitle Area Lutheran Ministry New Mitlport, PA 16861 Per Article SECOND (E)(b) of Witl 12/20/96 Cash distribution 12/18/97 Cash distribution 03/12/98 Cash distribution 08/26/98 Cash distribution 05/13/99 Cash distribution 8,333.33 6,250.00 6,250.00 4,166.67 3,125.00 28,125.00 Lumber City Cemetery Association RD 2 Box 23 Curwensvitle, PA 16833 Per Article SECOND (E)(c) of Witl 12/20/96 Cash distribution 12/18/97 Cash distribution 03/12/98 Cash distribution 08/26/98 Cash distribution 05/13/99 Cash distribution 8,333.33 6,250.00 6,250.00 4,166.67 3,125.00 28,125.00 21 . ' Pinnacle Health System (formerly Harrisburg Hospital) III South Street Harrisburg, PA 17101-2099 Per Article SECOND (F)(b) of WII1 12/20/96 Cash distribution 8,333.33 12/18/97 Cash distribution 6,250.00 03/12/98 Cash distribution 6,250.00 08/26/98 Cash distribution 4,166.67 05/13/99 Cash distribution 3,125.00 28,125,00 West Shore Public Library 30 North 31st Street , Camp Hill, PA 17011 Per Article SECOND (F)(c) of WII1 12/20/96 Cash distribution 12/18/97 Cash distribution 03/12/98 Cash distribution 08/26/98 Cash distribution 05/13/99 Cash distribution 8,333.35 6,250.00 6,250.00 4,166.65 3,125.00 28,125.00 TOTAL DISTRIBUTION TO BENEFICIARIES: ,\ 22 . ,. . $675,000,00 . ., . 'I . PROPOSED DISTRIBUTION TO BENEFICIARIES TO: Kathleen T. Vcnneri 348 Hummel Street . Harrisburg, PA 17104 Per Article FIRST of Will $21,605,75 Robert B. & Hazel Lambert, Jr. 3819 Chestnut Street Camp Hill, PA 17011 Per Article SECOND (A) of Will 10,802,87 . Beverley W. Gordon 41 South 39th Street Camp Hill, PA 17011 Per Article SECOND (B) of Will Mary E. Plank 30 South 39th Street Camp Hill, PA 17011 Per Article SECOND (C) of Will 10,802.87 .10,802.87 Gilbert & Vera Wiley Box 683 LaJose, PA 15753 Per Article SECOND (D) of Will 10,802,87 New Millport Cemetery Association Roger S. Thurston, Treasurer RD 1, Box 319 New Millport, PA 16861 Per Article SECOND (E)(a) of Will 3,600.95 New Millport Lutheran Church Edward S. Walls, President, Council of Salem Evangelical Lutheran Church clo Mrs. Donald A. Bloom Curwensville Area Lutheran Ministry 419 Spruce Street Clearfield, PA 16830 Per Article SECOND (E) (b) of Will 3,600.95 23 . ., , . .. I Lumber City Cemetery Association Eugene Hipps, President RD 2 Box 23 Curwensville, PA 16833 Per Article SECOND (E)(c) of Will 3,600.95 Pinnacle Health System (formerly Harrisburg Hospital) Christopher P. Markley, Vice President & Secretary III South Street Harrisburg, PA 17101-2099 Per Article SECOND (F)(b) of Will 3,600.95 West Shore Public Library Roberta Greene, Director 30 North 31st Street Camp Hill, PA 17011 Per Article SECOND (F)(c) of Will 3,600.95 The Heirs of Jean R. Daraclea Per Article SECOND (F)(a) of Will Robert Knouse 814 Whitehall Road State College, PA 16801 1,800.47 Rita Lucas Box 814 Mllesburg, PA 16853 900.24 Alice Goldenberg 221 Beck Street South Boundbrook, NJ 08880 900.24 TOTAL PROPOSED DISTRIBUTION TO BENEFICIARIES: $86,422.93 24 . . -'""'\ r-- . .. . . . OCT 2 L, 1995 PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 5117, upproved Mny 16. 1929), P. L.17114 STATEOFPENNSYLVANIA : 55. COUNTY OF CUMBERLAND : Roger M. Morgenthnl, Esquire, Editor of the Cumberlund Luw Journnl, of the County nnd Stale nforesnid, being duly sworn, uccording to luw. deposes und says thut the Cumberlund Law Journal, n legal periodical published in the Borough of Curlisle in the County and State aforesaid, was established Januury 2, 1952, and designated by the local court~ as the official legal periodical for the publication of ulllegal notices, and hus, since January 2, 1952, been regularly issued weekly in the said County, and thut the printed notice or publication nttached hereto is exactly the same as was printed in the regulur editions and issues of the said Cumberland Law Journal on the following daleS, viz: O(;fOBER 6,13.20. 1995 Affiant further deposes that he is uuthorized to verify this statement by the Cumberland Law Journal, a legal periodical of genernl circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and chnructer of publication Ut'!: true. rJ2) ~?" , .. ,. /' y" //.- - __Do HeTeD 11.. doc'd. Late of Hampden Townlh1p. 24 l".xeculrlX: Debra It. Wallet. North 32nd Street. Camp Hill. Pennsylvania 17011. SWORN TO AND SUBSCRIBED before me this 20 day of O(;fOBER ,1995 ~, '?'/I. '1?'~/Alf1 Notury NOTAItlAL 8t!AL SUSAN u. RAMSEY, NoIaIy NIle CIII*.~CcIny. PI. My eo.",,Iab, ElqlIrII SepIImbII e, 1. f.ltl\~~i" It . . . . Proof of Publication of Notite in The Patriot and The Evening News and The Sunday Patriot-News Uader Act No. 1587, Arpro,'ed May 1ft, 1D20. Commonwealth of Penne/l/vania, } COlmty of Dal/phin ..: ........................H.l.j;:.I1i.\~.J....t1.9.;r;.r;.9.w................................beln~ duly sworn according to law. depoees and says: Asst. Controller That he is the ............................of THE PATRIOT - NEWS CO.. a corporation organized and existing under the laws of the Commonwealth of Penns)'lvanla, with Its principal office and place of business at 812 to 818 Market Street. In the City of Harrlqburg. County of Dauphin. State of Pennsylvania. owner and publisher of THE PATRIOT and THE EVENING NEWS and the SUNDAY PATRIOT.NEWS newspapers of general eireulation, printed and published at 812 to 818 Market Street, In the City. County and State aforesaid: that THE PATRIOT and THE EVENING NEWS and the SUNDAY PATRIOT - NEWS were established Msreh 4th. 1854, and February 15th, 1917 and September 18th. 1049. respectively. and all have been eontlnuously published ever since: That the printed notiee or publication which Is seeurely attaehed hereto Is exaetly as printed and I .~~ro WGst lOth, l7th, and 24th pub Ished In their regularl"""lIms ana \sllues which appeared on the .......................................................... days of October 1995. ........................................................................................................................................................................................ That nellher he nor said Company Is Interested In the subJeet matter of said printed notlee or adver. tlslng, and that all of the allegations of this statement as to the time, plaee and eharaeter of publication are trus; and That he has personal knowledge of the facts aforesaid and Is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid/by virtue and pursuant to a resolu. tion unanimously passed and adopted severally by thf:mt holde s and board of direetors of the said Company and subsequently duly re.:orded In the office f t or I of Deeds In and for said County of Dauphin In Mlacelllneoul Book "M". Volume 14. Pig. 31 . IV! Copy of Notice or Publication .......................... ..........{~.... .......:::::::.................................. Sworn to and subscribed ore me ~~~. . .....day of OJ;:.tR.R.~;r;... My eo . """". Statement of Advertising Costs '-"~'j;.:ii Debxa. ..I<......Wal~e.t........................................................ Camp ..\J.t.1..l.........r.l>........J..7Jl.J.J.................................... To THE PATRIOT.NEWS CO.. Dr. For publishing the notlee or publication attaehed hereto on the above stated dates - $............~.~..~.?.~.... Probating same $...............~:..~.?.... 40.93 Total $............................ Publisher's Receipt for Advertising Costs THE PATRIOT.NEWS CO., IlUbllsher of THE PATRIOT ami THE EVENING NEWS and the SUNDAY PATRIOT.NEWS, newspapers of general clreulntlon, hel'eby aeknowled~e receIpt of the aforesaid notice and publication costs and certifies that the same have been duly paid. TilE PATRlOT.NEWS CO. By e"""b;" b ..................................................................................... . ., . . . I . .. OOWWDHwiAA.THaf~VNM -..m.NT0I=1IUIl1C W!lJI~ NWAU Dr' .tNANCUll.0fIi.AA1IONS llITA11i~'_ ""...- -"',,- October 10, 2000 DIlMA 1\ WALLET, EOQ 24 N. 32m> BT CAMP HILL PA 17011-2917 Iter HI!LKIf HENDIIIlSOIf SSNI 225-32-7083 Dear Attorn.., Wallotr Pursuant to your leteer dated Ooto~r 10. 2000. tlio Department of Public Welfare (DPW), EaUte noeovery PrOlJrlllll. hllll reviewed the !nformat:ion you provi.,.d ret:J&rdingo tile above-n1ferenced individual. It bQ been detorlllinod that We individUAl did not Teooive an,y type of B..i,tanoe during the que.tioned period. Tberefore, according to tho info~tion you provided. the Department'o li:etate llIlcovuy Prollrl1ll\ wUl not ,....k any recovery from this eetat... If you have any queotionll, pleaoo feel free to contact me. Sineere1)'. ~~ Ronald D. Hill, Mon.gor TPL - CAsualty unic (717)772-6604 (717)773-6553 VAX e\l"''\it Co . I . . ,. . . . . DEBRA K, WALLET, Exccutrlx under the Last Will and Testament of HELEN H. HENDERSON, deceased, hereby declarcs under oath that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account Is true and correct and fully discloses all slgnllicanttransactlons occurring during the accounting perlodj that all known claims against the estate have been paid In fullj that, to her knowledge, there are no claims now outstanding against the Estatej and that all taxes presently due from the estate have been paid. ~.wu. 1(. WtJ..~ Debra K. Wallet, Executrix Estate of Helen H. Henderson SWORN AND SUBSCRIBED . by Debra K. Wallet before . me this ~day of October, 2000. M NoI8rta/ llMI :-~~e~ ","'" \' , f ,~ ,',' ,.... ..' ,. (.or ,.." .j'1., I'" . . . . . IN RE: HELEN H. HENDERSON LATE OF CAMP HILL, PENNSYLVANIA DECEASED IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION #1995-00662 NOTICE OF FILING ACCOUNT NOTICE IS HEREBY GIVEN, that DEBRA K. WALLET, EXECUTRIX for the ESTATE OF HELEN H. HENDERSON, DECEASED, has Ihis date filed the First and Final Account and Proposed Schedule of Distribution in the above-captioned Estate in the Office of the Register of Wills in and for Cumberland County, Pennsylvania, where the same is filed as public record and may be inspected. Enclosed herewith is a copy of the First and Final Account and Proposed Schedule of Distribution as filed. YOU ARE FURTHER NOTIFIED thaI any exceptions or objections to said Account must be filed in writing at the Officc of the Clerk of the Orphans' Court in and for Cumberland County, Pennsylvania, not later than 9:00 a.m. (prevailing time) on November 28,2000. UNLESS written exceptions or objections are filed thereto, said Account will be presented to the above-captioned Court on November 28, 2000, at which time said Account will be confirmed. Date of Notice: October 25, 2000 \.P#A^A.1t ...J-..r Debra K. Wallet, Esq. 24 North 3200 Street Camp Hill, PA 170Il (717) 737-1300 <s! 13 ~ ::.:: t;'1 c:) ....."~ e:: l<l .- ~ " .; fu3 ~:) r .:.:J 13 ',e J:: 1118 (,) -~i :; ;'~'.i. n,.:; / ft ., l.....llJ..~ ~l. :-'.1 " ~j .~ ..1 0,- ~, :;: r. ",.~ ,~ 'tJ S ~:;;{"': " <. ~ ~;::; ("bo .C' <. - ~;N: .-- u 0 . 0 d n "9~~~ a ~11~ as ~; u: 0:: ~ . S~:Z 'tl "1'0 ~:B !j ~5~~ P<~r3 ~ ~ Im~ N ~ '" '" ~ ..1-4 j ~~~~~ C '" U C C:Zc:l ~~! I Ea~ ~ s. JZ':' 11'I ~llli"il..qE;:l '" '" ~m! ~ ' <::1= '" E .... ~fl. . ~ ~ lll::Z!1lo C 8~~ 0 lQ..::E l!: 0 ~N~ . I>l ., ~ ~ ... ~:g ~~ , _. v , ; . '. ~ IN RE: HELEN H. HENDERSON IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY , PENNSYLVANIA LATE OF CAMP HILL, PENNSYLVANIA DECEASED ORPHANS' COURT DIVISION #1995-00662 AFFIDAVIT OF SERVICE I, Debra K. Wallet, Esquire, hereby certify that on October 25, 2000, I served a copy of the NOTICE OF FILING ACCOUNT and FIRST AND FINAL ACCOUNT AND PROPOSED SCHEDULE OF DISTRIBUTION for the Estate of Helen H. Henderson, deceased, by regular first class mail, postage pre-paid, addressed as follows: Ms. Kathleen T. Venneri 348 Hummel Street Harrisburg, PA 17104 Mr. & Mrs. Robert B. Lambert, Jr. 3819 Chestnut Street Camp Hill, PA 17011 Ms. Beverley W. Gordon 41 South 39th Street Camp Hill, PA 17011 Ms. Mary E. Plank 30 South 39th Street Camp Hill, PA 17011 Mr. & Mrs. Gilbert Wiley Box 683 LuJose, PA 15753 ., "" By certified mail, return receipt requested: Office of Attorney General Lawrence Barth, Senior Deputy Attorney General Charitable Trusts and Organizations Section 21 South 121h Street, 3nl Floor Philadelphia. PA 19107-3603 \.Ow... 1(. L.l... r Debra K. Wallet, Esq. 24 North 32nol Street Camp Hill, PA 17011 . (717) 737-1300 Subscribed and sworn by Debra K. Wallet before me this ~Sl-'h day of October, 2000. ~ fYl. r1~ Notary Pub NoIarlal Seal Mery M.l.oper, NolaIY Public CeI11P HIlI _, CUmbertand COUntv My ctmnIulon Expl188 Oct. 27. 2003 tITtJer. AModanonnrNnfRrtRf' ~ ., ~ . - ~'. -" ^ FOR OATES OF DEATH AFTER 12l311ll1 CHECK HERE IF A SPOUSAL POVERlY CREDIT IS CLAIMEill FILE NUMBER 21 1995 COUNlY CODE YEAR DECEDENrs COMPLETE ADDRESS 3816 Chestnut Street Canp Hill, PA 08 28 95 05 02 1924 COun CUrrberllll1d SOCIAL SECURllY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) REV-liDO Ufo 17-1.1 " COI.U50HWd~H OF PENNSYLVANIA DIPARTMEfnCF REVENUE DEPT. 21080' HARRISBuna, PA ut2.~oeOI INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) DECEDENT DECEDENTS NAME (LAST. FIRST. AND MIDDLE INITIAL) Henderson Helen H SOCIAL SECURllY NUMBER 225-32-7083 tI L " FIRST AND MID LE INITIAL) o 48. Futuro Interesl Compromise (lor dale. 01 dealh aher 12-12-82) IB 8. Decedent Died Te.lale 0 7. Decedenl Malnlalned a UvIng Truol (Ahach copy 01 Will) (Mach copy 01 Tlllol) ~CORIll!SPONDENCE AND CONFlDENTlALTAlC INFORMATION SHOULD 8I!DtRECn!11,1O~!:I:"'"::i'i":i:':""':i':::!ii",,, ':,:,,: ,,'I: ,i',,:, NAME COMPLETE MAIUNG ADDRESS Debra K Wallet 24 N 3200 Street TELEPHONE NUMBER Canp Hill, PA l7~ 717 737-1300 3 " 1. Real Eslate (Schedule A) (1) 115,158.0 2. Stock..nd Bond. (Schedule B) (2) 51,154.00 3. CIo.ely Held StockJPllI1ner.hlp Inlere.l (Sch. C) ( 3 ) l-bne < 4. MOl1gag.. and Nolo. Receivable (Schedule D) ( 4 ) l-bne 8. Caah. Bank Depo.ito & MI..ellaneoua PBI10nal ( 8) 606,879.00 Property (Schedule E) 8. JolnUy Owned Property (Schedule F) 7. Trans'e.. (Schedule G) (Schedule L) 8. Total Groaa Aosots (lotal Une. 1-7) 9. Funeral Expenses, Administrative Costs, MllICBtlaneou. Expen... (Schedule H) 10. Debts. MOl1gege UabIllUe.. Uen. (Schedule I) 11. TOlal DeducUon. (Iolal Une. 9 & 10) 12. Net Value of E.tale (Une 9 mlnu. Une 11) 13. Chllrilable and Gcvernmenlal Beque'l' (Schedule J) . 1. Original Return CHECK APPRO- PRIATE! BLOCKS o 4. Umlted Estale 14. Net Value Sub ecllo Tax Un. 12 mlnus Una 1:3 1D, Spou..' T,an".'lllor datil 0' dlllh IIlIr I-3D....}. au l"ttrueUena tor AppliUble Pef"n"ge on Pig. 2.(lnclud. ....Iu.. rrom Schedule K or 5th.dul. M.I 18. Amount a. Une14 texable et 6% rato (Include ,yalue.lrom Schedule K or Schedule M.) 17. Amounl a. Une141exable at 16% rete (Include valuea ~om Schedule K or Schedule M.) Princlpal tax due (Add lex Irom Uno. 16. 18 and 17.) Credlls Spou...IPo....rtyCr.dit Plior Payments Dlscounl + 50,000.00+ 2,632.00- 20. II Une19 Is reater Ihan UneiB, enter the difference on Une 20. This Is (he OVERPAYMENT. lA::, iChealfhinii!ni ..... Ue.rin' -.'r.tu1d'of ur'OYi Mtt.,:":::LH:dill"ii'iY 21. II Une181s greater than Une19. onler lhe difference on Une 21. This la the TAlC DUE. A. Enter tho Inleroal on the balanco duo on Uno 21A, B. Enler thelolal of Une 21 and 21010 on Une 21 B. Thla I'lhe BALANCE DUE. Maka Check Pa able tc: Re lata, cl Willa. A ent !ii::ii_'_i}':i:i!li!!:!:i:,::,!::'!.LJk:,fi:,:P:H'iH":'i:I!...'BESURE TO ANSWER All QUEST10NS ON PAGE 2Af<<) TO RECHEa< MAnt,"- -i!i'" ',-i,:;;I::',;i,:i:"-;; -,,;:,h:i,:;i:;; " , Under penaftio8 of perjury, I declare Ihar I have examined thla roturn, Including aecompany!ng scheduln and IItalemonts, and to tho beat of r:ny knowlodgo end belle'. h 1'lr\Je. correcl and complete, I declarelhat all reale.lato h.. bOOn reported alli\Je markel value. DeclaratJon 01 prepare' olher lhan the personal represontatlvo Is based on alllnformallon 01 which preparer has any knowledgo. SIONATURE OF PERSON RESPONSIBLE FOR FJLINO RETURN ADDRESS 1oOMAA. t. W~, f",<<vAw See Schedule attached CORRES- PONDENT RECAPIT - ULATlON TAlC 16. COMPUTA- 19. TION ( 8) (7) 2,000.00 19,789.00 (9) 28,252.00 (10) 10,598.00 (18) (18) 0.00 x z 0662 NUMBER 3. Remainder Return llor datu of dlltn prIor 10 lZ.13.111 :€F6. Federal Estale Tax Return Required ...!.. 9. Tolal Numbet' o. Sale Depoall Bo... -:',_ill;:dl)' ,,',I'! ~ $ -: :uffi' f!l (", N (Xl , . ~.:' ) ,. :\1<. )>;:1 .~.. :g '" C:I J:>, . .~ II UJ 9. ( 6) 794,980.00 (11) (12) (13) 38,850.00 756,130.00 155,035.00 14 601 095.00 )C,_ . .08 . 0.00 (17) 601,095,00. .18 . 90,164.00 Inlerost ADDRESS 3310 Market Street CaIlp Hi , PA 17011 N.lco,lnc. NI..PA001 90,164.00 (19) (19) (20) 52,632.00 (21) (21010) (21B) 37,532.00 0.00 37,532.00 CATE -Th- ]1' 'fjl, ~TE '" ::l' : I H {. I li\ ~.. Estate of I Helen H Henderson 21-1995-0662 stHoIARY OF ALtDCATICNS '10 BENEFICIARIES Class B KAthleen T venner! Robert B & Hazel I.enbert, Jr Beverly Gordon Mary Plank Vera wiley Jean. R Oarac1ea 196,508.00 93,520,00 93,520,00 93,020,00 93,520.00 31,007,00 ,601,095,00 ',j - .' - ',~;;*-<" ;,:2';';';'~if~~~~~~,',,'.,., .,' " :f'-'~~1:f,~~~ ,'I ~ .~ ~ '.'Ii". .~ ~,~-.~~.., .1 II( \.. Estate of I Helen H Henderson ." -'::;:./ , ,:' . " , 21-1995-0662 '!be following persons are s~ the return as representatives of the estate: ,",' - . . . Dilbra Kwallet, Esquire '.. ..' . . ;.,' , ~:~.":"'i"u .:"~:'i;~~~~ ;.:. ",:;' V':'i~::; . ..:; ./; ',;;;:"; . ,},! ~:;;(tU'; r. ,. .,; 'C' ,,': iEi; '.'i' , ; . .' :. ,,:'. .', . ';, '.' ':';'.,':..",. ,..,. ',c, : ,~.: ' >' . i 1-~~-~_">{.f.c c ' f' .:- " ",. . ",', ::: ./.~< .,..' -t,...... ..'" ' ;.'> ,. '~'. -,..,:':., 'c" '.' "-f,,Si:..,: ,,~;-" ::: ~"'~'_" '-c,,-;;'~~;X:-'-' .., '.c".':. .,;".'''., '.' '. ;' :'.'.)."';' ff' ,',: .:,;'. :-;"',,>":,-.' ;"e'.' :-',~';'::'~f'-' :;-u.'.':;:. '~ /" ': .',i:c,;" i.',..' ,,-,:, .': ':, ,:,;.'.. .., .j:' ,...; ,,' . .,c ':= :.-, ;',L'"", " ""..'" '. ....:',' ". ,... :,.. ;:~_:; , .'; " , . ..,. i "', ,,,,, " " , ;'.:' ";':.', ":","'.' . ,:':,.:, ;.... --:" '..., ,.f ',',: ..' " " ': < ..,.. .,. '. ,'t. ....,:',....,'..".. '. '''';,'' ,:.' . _, , . '"\',, ";;".,:' . " .'., . .' . ,. .,.:-" - .c'.c. " c-;,.q".,:" ..'.\ ','" ",<.u"" ..-.....;., F..... . 'i','.. ..., ,'...J..;..;',.,,, .'.. "';:;. "':p: ;', :2.." _ ,..- , ...> ',c:', . :,- ..,:: ': .': , " ,. ~,' ',,' : -.:: ,,:e, i . ,..'...:",.j ".' , ,...'.",' " "'::', ,. . '. ,.;'. -,.,.',- . '., ;';"'..: '. - .' ,," ,. ':.,',:. .' ..,.. .... .:'" ;::'; . , . ',' . '" " "'~:O':: .. ,c -;' '.>.. ' L".;'<.:~.>:,</';~>:i.~.,':~~'.:;'. ..;. . ::,. .' , " co , . ,I:, 'i' ::> " " ,:,' ':', ' ".':'" ',.'.;:' , ;,< ",,,:- .-:; ,.."',' ,:,,; ;': ., ..;' ',' _ : ",:: - , . '-,' ' ,<;~ '_ :",L,:' ..' '. " >; I:: ,'".: ,:: '.'/:::. :,:,',"',' cf>'" j~; , - . ":r',.. I ': "....:;.:': --: \ ' '... :,-' . ,... . ,'. .,",...: :,\'.:,";' . ,.',., , ". ---- -, . . - . - -. "' , - - - -- - . -. ,- - ., - . " " !' PA REV-11lOO EX (7-84) . Page 2 Act 1#48 'at 111114 'provlde. for the reduction of the tax rllte. Impo.ed on the nllt value of tranafera to or for the uae of the apouae. The rata. a. preacrlbed lIy the atatute will be: . 3% (.03) will be applicable for eatate. of decedenta dyIng on or aner 7/1/94 end before 111/96 . 2% (.02) will be applicable for ell1atea of decedenta dying on or aner 1/1/96 and before 111197 . 1% (.01) will be applicable for eatate. of decedenta dying on or aner 1/1197 and before 111/98 . Spousaltran.fer. occurrlng on or aner 1/1198 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (oJ) IN THE APPROPRIATE BLOCKS. Y1!S NO 1. Old decedent moke a b'lII18ler and: a. relalnthe use or Incol'l"lG of the property b'ansferrod,. ..... to..... ...... o....... to.... It.. to...... I.....'.. ...... .0.. X b. retain the right to designate who ,hall use the property transferred or tts Income,.... .......... ........... . ..... ........... X C. ""A In arevendonary Interost or. ..,.............. 10.... ........... .,............... ...... .............,0....... X d. receive the proniae lor life 01 e/ther payrnenta. benefttsor CIIS? ... to..... II.... ..... ...... '0........... 10.. to........ X 2. II death occurred on or belore December 12.1982, did decedent within two V"ars preceding death b'ensrer property wI1heut receMng edaquete conslderellon? II deelh occurred eher December 12. 1892. did decedent b'ensrer property within one veer of death wltheu! recelvlng edequale conslderellon?...............................,............................................... X :J. Old decedent awn an 'In trullt fo'" bank account at his or her death? . . ,... .. .... , ...,... .,.........,., ... . .... ..,. ....... X JF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. PA1S002 NT'.... Copyr!;hI 'o,m, Sol...,. 0"1'1',1114 N.Ico,I"o, H14PAO02 .':,...~"","--.....-..~- ....~ ... . . " .' LAS T W ILL AND o F T EST A ~ E N T BELEN B. BEN D E R SON : . I, BELEN B. HENDERSON, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last Will and ~estament and hereby revoke all other Wills and Codicils, if any, that I have made. FIRST: I give, devise and bequeath twenty-five (25%) , percent of my Esta~e to my daughter-in-law,~KATBLEEN VENNERI, of Harrisburg, Pennsylvania, so long as she survives me by thirty _ (30) days, SECOND: I give, devise and bequeath the rest, residue and remainder of my es~ate, 0: whatever nature and wherever situate, the following individuals and entities: ,.- :riencis,~ROBERT and HAZEL LAMBERT, of in six equal shares, to A, One share to my Camp aill, Pennsylvania, or to whichever one of them shall survive me by thirty (30) days. If neither should survive me by thirty (30) days, then this share shall be split equally among those~aILD~N OF RICK LAMBERT who survive me by thirty (30) days. B. One share to my friend,~EVERLEY GORDON, of Camp aill, Pennsylvania, so long as she shall survive me by thirty (30) days, Should my friend fail to survive me by thirty (30) days, then her share shall be given to the~ST SHORE PUBLIC LIBRARY, . . . '" ,.. . ~ -,;; -, ~ , ~ ~ ~ . . ." . ,,: " in Camp Bill, Pen~sylvania. C, One sha=e to my ==iend,..MARY ?!..i\,..'li':, of:~amp Bill, Pennsylvania, so :ong as she shall survive me by thirty (30) days. Should my friend fail to survive me by thirty (30):~ays, then' her share shall be split equally among those~SILDREN OF MARY PLANK who s~-vive me by thirty (30) days, D. One sha=e to my cousin,/VERA WILEY, and her husband, GILBERT WILEY, 0: LaJose, Pennsylvania, or to whichever one of "- them shall su-~ive me by thirty (30) days. Should neither survive me by thirty (30) days, then this share shall be given to , their daughter, ,C:NDY HEENAN, 0: Reading, Pennsylva~ia, so long as she shall sur~ive me by thirty (30) days, E. One sha=e to be split esually among: (a) ~NEW MILLPORT CEMETERY ASSOCIAT!ON, of New Millport, Pennsy~?ania; (=) ~NEW M!LL~ORT LUTHERAN CHu~CH, 0= New Millport, Pennsylvania; and (c) ~UMEER CITY CEMETERY ASSOCIATION, of Lumber City, Pennsylvania. F, One sha=e to be split equally among: (a) My friend, JEAN D~~CLEA{ of Ba==isburg, Pennsylvania, so ~ong as she shall su=vive me by thirty (30) days; / (=) ~ISBURG HOSPITAL, of Harrisburg, Pennsylvania; and (c)~w~ST SaORE PUBLIC LIBRARY, of Camp aill, Pennsylvania, . III, " r' THIRD: All i~~erests of any beneficiary in the inco~e or principal of this !state, while undistributed and i~ the possession of my Executrix, even though vested and distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to. pledge, assignment, conveyance, or anticipation. FOURTH: All inheritance, estate, and succession taxes (including int;rest and any penalties thereon) payable by reason of my death shall be paid out of and be charged generally against the principal of ~y residuary estate without reimbursement from any person. FIFTH: I nominate, cons~itute, a~d appoint my friend and attorney, DES~ K. WAILET, ESQUIRE, as Executrix 0: this, my Last . ...5 Will and Testame::t. !n the event of the renunciation, death, . ~ ,.,.... ~ ''-:: -.,:. -...,. ~ . . resignation, or i~ability of my attorney to act for whatever reason in this capacity, then I nominate, constitute, and appoint : my daughter-in-law, KATHLEEN VENNERI, of Harrisburg, Pennsylvania as Executrix of this, my Last will and Testament. I direct 'that no representative named above shall be required to post security for the faithful perfor.nance of her duties in any jurisdiction insofar as ! am able by law to relieve her of such obligation. Any of my representatives shall be entitled to reasonable compensation for the performance of the duties set forth herein. . . . '. 00 ::. IN WITNESS WHEREOF, I have hereunto set my hand and sea!' this ":I"'" day 0: .january, 1994, on this, the fOll:rth of four ., typewritten pages, I have also signed the leit;hand margin of the first three of these pages for purposes of identifica~~on only. 'I'lL ~/j~4;;A. HELEN B, !!ENDERSON 0-. SIGNED, P!'illLIS!!ED, and DECLd.aED by the Testatrix, HELEN B, HENDERSON, as her Last Will and Testament, in the presence of us, who at her request, in her presence, and in the presence of each other, have hereunto subscribed our names as witnesses. \J.w.D. i!. W.........r l(1q "::'L1,.tJII"G.4oJ 1Lt. ~.....J",L.....~,~.4" 1.1tIc".s"" CJ ~ J~maA . / U. - I SOl Ail at.-,;' S':"' N~J ~Uo.l.l2~ U..J/\ -;J,J /7070:. . . "",",.., . , . , '. .,' .' A F F IDA V I T Commonwealth of Pennsylvania ., County of Cumberland n .;.. We, Debra ;Z;, Wallet and III Y\.\ , \.1 F: .J.d,J.-etY; ,.~ , v the witnesses whose names are signed to the attached instrument, being duly qualified according to law, depose and say that we were present ~ saw the Testatrix sign and execute the instrument as her Last Will and Testament; that HELEN H, HENDERSON executec it as her free and voluntary act for the purposes therein ex?ressed; that each of us in the hearing and sight of the Testatrix siqned the Will as witnesses; and that, to the best of our ~'owledge, the Testatrix was at that time 18 years of age or olcer, of sound mind, aad under no constraint or undue influence. \...0 .!Mr.-of!. t.J~ a4, ./.~,.- /(J Sworn or affirmed ,j I '. r i'/l .:... ~ I _'V._~v.. t 1_ 3 ~~t\Ct to and subscribed to r. " and '~Lu .,1 Til" ~. day of .;..J.r1.:'l/IILi...:.../,.-, 1994. ./ // / I . .:-#;-/; /...?z6t%: ~t4L.../--" . ~ Notary Public before me by ~ .'/; ~......, "':~.I;" .. 1--. \! I.r""-:.._,~,- , ../ witnesses, this '/ . 1/ J;"'1. 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''''', 1I1CIfI1CI.., lot,,,..... Idll...... nuoIr II tIIII,,"1 Id, ~::.:::. ':':.":..:~~:~htll AI'''''' ...N'" ...IIIIII.lIh ",,..,... ......."'11..,."" 10":11I .'"I.IlI'I....I... _1I11N """,Iif, "pit", NCaroli..,o .h. ..,....1 A.....' Srllnhl.......' CIHIHIII,".lllrclowd "".I'''IIl', ,(h..J 111I.1&1. 1.."1.11 II, IIIYr... Ur.rAIJt.T. A.....', 'n lrI.ht 't",..,t ....'n ...,.." .h,ll" ~-~...z_ ___ ..01'''..... ..., _oc,,..... _ ..._..,; 10"....,. ........ .... ~"''''''"'IIl'' Ih,ll A.,,,,', ,....,""" 111I,..., "111""" ......... ..11101 1_...10._ IJ. AlllnTIfINAI. ft....." till I'" "......Ikk 01 ,hot '1'"""'" "' . pa.. hll."I. "W. ..h..I,d.. "nl,1 .,. C." If Ill. m"let.". R'IUdllll M..I .:'1... AI.llt, N,IIII..,III,. Tlllt I. I 1'1.11, IIll1dlll' I.llln,11 If .., ....fll.II.. ...,.11 ,.., .1111'.", .... fll.I.....1I11 Thlt UOC"....lIll1d an, .m.ndmrnulhllrlP. m., be 'uallrd In mllltlJlIC cuunlllr"" b, lh. r'"'" 'lId iSdl.."d b, .., 0' I"II~I..llIn Ih'olllh. (,ulmtl. (FAXI Iftlth'", .IId IlICh (Ollnlllp.1lI th.1I h"'1I11 um. 1'1.1 ,nrllfu,btlll, ,lid blnollnl .lftel IIlholllh II .," ,IIMII b,.1I ,..,lIu IIIOII.ln.I'o,m. Sdlllh) adono.l,d,u hnlll' Iud Ihlt rOIlU.tlllltlud'n'lh. dildotu,n ,"d lelmt on .he '''erll tide hereo(.1Id '1Inllh.111 h blndln, on wllllltl .nd ,.111111) h.)}'. fit( Y'''' 'dml'lI!,"tL. .1Id '~.nl. . , . bo~ll( ...t.... IS) SIlI,LeR _\.0..- .v ",~.I4..r" .1/0 u.. l1&toJ tSJ ny (-- ( ''',1/ ~ (5' ''''Il,..It.. 011 JI,L.... II Ilh,A.6.\O'~ - - '-J' SEtteR IS) UAfU '-...t' J ~ -f.. 7 19~,.:. S.~l~,.'.'~..'':''o.~. . CSI U "~~\\,'.;...i,,.:. :1.... .~r.\,.,;,.;,.rt.~..!W""!.J;'nN\ , .' . " I'rovoslltenl Eslnle Allllrnlsers ., .' no. "llILE-! Oclobor 10. 1994 ; , :i .1: . , .- I" ,.', I ~ f' Ill. I ? 1." " It. " .' ,. " " , 1'. Corte~ Doll, III Doll. SlIborblatland Wood 318 Ilut Locusl Street Clearneld, P^ 16930 ," . Plle Number: IIILn-1 k: ~ ,. j' ,.' I > !. . , Dear Mr. Dell: In accordnnce wllh your ",qUeJl, I have pellonally hupec:lcd and nppmlscd Ihe renl propertyal: I;: 'I f ~, ., Tnwnshlp Road 430 Korrmoor, PA .' '. ;, .' TIle purposo or Ihlsappmlsalls 10 eJlimate Ihe markel value or Iho subJecI property, ..improVed. The property rights appl'lllsed arc Ihe ree slmplo Interesl In the slle nndlmprovements. In my opinion, Ihe ..limaled mnrkel value or the property AS or Oclobor I, 1994, Is: Sixty-One Thousand Fin "undred Dollars ($61.500) The alla.hed report contains the descrlpliulI, annlysls and supportive data ror the con.lusio,,,, nnnl eJlimnte or value. d...rlplive pholugmphs, limiting eondllions alld appropriate .ortln.nlions. " , RespeclJully submitted, '=-~t-~~~ Cerliricd Appr.lsers \ I I i , " ,I ! , ; I , '" JOlft......,....ca.rnew.rA 1")0 ~ (114)1".51)2 r..: (lIq'''.24lJ i' RIV-1I0S EX.("-'" SCHEDULE B STOCKS AND BONDS CPMMONW.IALTH OF PENNSYLVANIA INHERITANCI TAX "nURN AUIOINTOECIOINT ESTATI! OF FILE NUMBER Helen H Henderson (All property 10lnUy-OWMd wIIh Right of 8uIYlvcnhlp mUlt... "..,Iolld on Schedull F.) ITEM NO. 21-1995-0662 VALUE AT DATE OF DEATH DESCRIPTION 1 united AccImullltive Investment Fund Program 1398,857 shares of the IlU1tual fW1d of united Accunul1lltive Fund unit value $8,17 Number of units 1398.857ss Accrued dividend llI1Dunt $.00 Exchange NYEX 2 Hyperion 'lbtal Return Fund 711 shares of the IlUtUllJ. fund of liyperion Total Return Fund unit value $8,625 Number of units 711ss Accrued dividend lIITDunt $,00 Exchange NYEX 3 Bell At11lI1tic Corp 32 ehares of the cx:mrcn stock of Bell Atantic Corp unit value $59.625 Number of units 32ss Accrued dividend llI1Dunt $.00 EKch.ange NYEX 4 Bell South Corp 72 shares of the cx:mrcn stock of Bell South Corp unit value $67.625 Number of units 72ss Accrued dividend lIITDunt $.00 Exchange NYEX 11,429,00 6,132,00 1,908,00 4,869.00 5 U S West Media Group 32 shares.of the cx:mrcn stock of unit value $43.375 Number of units 32ss Accrued dividend lIITDunt $.00 Exchange NYEX 6 NYNElt Corp 32 shares of the cx:mrcn stock of NYNEX Corp unit value $44,6875 Number of units 32ss Accrued dividend lIITDunt $.00 Exchange NYEX 7 Pacific Telesis Group 32 shares of the cx:mrcn stock of Pacific Telesis Group 'lbtsl fran CXlntinuation s TOTAL Also onto' on Un. 2. Roc Ilulltlon (If more IplCe Is needod. In_ Iddltlonal lh80ta 01111118 .....) 1,388.00 1,430.00 782,00 s 23 216,00 51 154,00 PAt503t NT" 1212 Cop)'f1ahl 'o,ma Soll..,.Onl)', ,.... Nllco, InCo "...PACJ1 J;' ,\,' '\~. ~1 J,!> Ii, '''t ~l 1, I; , ;. "'<," .'_ ~.,;_;,:' .~",;~......4--'\,;;':;"'."...-"......,.."",...~. -......_ Estate of: Helen H Henderson , Page 2 21-1995-0662 SOIEOOLE B - stocks and Bonds Item No. Description Value at Date of Death 7 unit value $24.4375 Nunber of units 32ss Accrued dividend lIIlDunt $,00 Exchange NYEX 8 AT&T 85 shares of the CXI11l'Cln stock of A T & T unit value $54,875 Nunber of units 85ss J\ccrUed dividend lIIlDUI1t $,00 Exchange NYEX 9 SBC CCITI'IUnications 48 shares of the CXI11l'Cln stock of SBC CaIm.IIlications unit value $49,375 Nunber of units 48ss Accrued dividend lIIlDUI1t $,00 Exchange NYEX 10 Penn Laurel Financial Corp 400 shares of the CXI11l'Cln stock of Penn Laurel Financial Corp unit value $29,50 Nunber of units 400ss Accrued dividend lIIlDunt $.00 Exchange 11 Ameritech Corp 48 shares of the CXI11l'Cln stock of Ameritech Corp unit value $49.625 Nurrber of units 48ss Accrued dividend lIIlDunt $.00 Exchange NYEX 12 $1,000 - U S Savings Bonds, Series IlH Bonds, issued JlII1 1, 1993 13 $1,000 - U S Savings Bonds, Series H Bonds, issued Dee 1, 1969 4,664,00 2,370,00 11,800,00 2,382,00 1,000,00 1,000.00 '!'OrAL, (Carry forward to mUn schedule) . , . , , . 23,216.00 AIV"11041X.(S".J) COMMONWEALTH OF PENNSYLVANIA INHERITANCI! TAll RETlJRN REStDI!NT D1!CEDENT ESTATE OF Helen H Henderson ., SCHEDULE C CLOSELY HELD STOCK, PARTNERSHIP AND PROPRIETORSHIP ITEM NO. tdr!iIiidi'blialMUliIliIIUt'otlhl' DESCRIPTION " 'II PIe... Prtnt or FILl! NUMBER 21-1995-0662 "illillllllllllllli!lillllllllll!i11 IIli'lImilillllii'I:t"iii;'li! VALUE AT DATE OF DEATH None PAtl04t NT>.... Copyt'lght '.'11I0 So'tw.,. Only, 1114 HatH,'"" H.....AIMt TOTAL AI.. enter on Hne 3, R i1IJlallon S (II mora apace II needed, IIlI8lI addltJonalaheell 01 aame aize.) 0.00 REV-IIO' EX. (2.....71 . . SCHEDULE E CASH, BANK DEPOSITS AND MISCELlANEOUS PERSONAL PROPERTY Please Print or T 8 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETlJRN RESIDENT DECEIlEHT ESTATE OF Helen H Henderson ..... 01 -own'" wtlh "'. RI I 01 Survlverahl mU'1 be dt.cto.... en Sch"'ul. ITEM NO. FILE NUMBER 21-1995-0662 VALUE AT DATE OF DEATlf DESCRIPTION 1 Cash on hand 100.00 2 Cash found in hane 3 PNC checking 6CCXlunt 115140028227 Interest on above itan accrued as of decedent's death 57.00 32,081.00 32.00 4 PNC savings aCCXlunt 115130092567 Interest on above itan accrued as of decedent's death 5 PNC savings aCCXlunt 115130210914 Interest on above item accrued as of dececlent's death 193,898.00 237.00 87,852,00 175.00 6 Harris Savings savings 1105-00116239 Interest on above itan accrued as of decedent's death 18,593.00 88.00 19,653,00 7 Individual Retirerent AcCXlunt with PNC Bank; Value per attached letter Acct 8 Meridian Bank CD 113063583326 Interest on above item accrued as of decedent's death 14,028.00 526.00 15,025.00 773.00' 7,577.00 149.00 118,515.00 746,00 55,129.00 9,000.00 42.00 32 603.00 ltulation S 606 879.00 9 Meridian Bank CD 114610630180 Interest on above itan accrued as of dececlent's death 10 Meridian Bank CD 114631522838 Interest on above itan accrued as of decedent's death 11 Harris Savings CD 1105-20-165859 Interest on above item accrued as of decedent's death 12 Farmers Trust CD 11104121 13 Mellon Bank CD 11250-o67889-C Interest on above itan accrued as of decedent's death 'l'Otal fran CXJntinuation PA1&011 NT' "" TOTAL Alao onl8l on IIno e. Roc (Anach .ddltlonal B WI!'. ,," lheelll K mo,o IplCe Is _dod.) COP)'f1GMFo,rn. SOftwlII Only, ,.... Hllco,lnCo HiI4PAO" '. Page 2 21-1995-0662 Estate of: Helen H Henderson SOlEIXlLE E - Cash, Bank Deposits and Miscellaneous Personal Property Item No. Description Value at Date of Death 14 Mellon Bank CD #250-o7453l-C Interest on above item accrued as of decedent's death 15 Household Furnishings-chestnut Street Property, Callp Hill, PA 16 Household Furnishings-Estate J Hile 17 1967 Saab 900S 4 Door Sedan 18 1-1632 Bust one-half dollar VF 19 1-1992 silver Dollar 20 1-1856 Gold Dollar Type 3 abrasions 21 HuIlmel Figurines 1-Merry Wanderer, 1-Happy Pastime, 1-Little Tooter, 1-Apple Tree Boy, 1-Feeding Tine, l-School Boy, and 1-Wayside IIal:ItPny 22 Gun Collection Value per awraisal of Hiram AllisonjShiremanstC7o\'n Sport Shop attached. 19,316.00 160,00 4,000.00 1,000.00 2,500,00 43,00 6,00 130,00 1,330.00 2,795.00 23 Coin Collection Contained in safe deposit box. Value per awraisal of Calmerical Coin Carpany Attached. 24 Estate of Ida Henderson Final distribution received after date of death 25 Blue Cross/Blue Shield-refund 26 TJ Guide-refund 551. 00 176.00 166.00 26.00 27 Blue Ridge Haven West-refund 28 Capital Health Sys Enp Retirement Harrisburg Hospital Pension Pension check received after date of death 42,00 316.00 'lUrAL, (Carry forward to main schedule) . , . . , . 32,603.00 . ~-..~ Z7, 1996 DIb:a It. *UIIC 2. II, J2zd IItroee ~ 1IiU,... 17011 TEL ~1)171 '77J1Bff.l9 llJ64 F02 DHARRIS. D SAVINGS BANK Harn. Sovio.. 0"",11I001 Center ti35 Nor1lt 12th Street L.moYIlI. PenDtytnnlo 17043 717n31.1440 7171731.0859 FAX 811M D. R... - The :l.D.f'_l:1ml. vh1c:h :rail Z'equutd c:: tha Ilcc....:::C.) Dr ~ Soc.a.l s,,~~~ ~ !a u to1.lava: !.c:CClu::t: 1I11:1ba1i'Ca) Clasll or t.ac:a=: Ila~. ~8lIod Prhcip:l1 1lU.u..... Ac:,,-ued. IZl~L-a:' "'.'.""'0' at nata DE Du.t!l Al:rcDllZl.t: Ow:lenl:1J1 H... Or JlIizlt: ~. U.",. !late Owne.-sh1j1 Vall tatabllJlbK Adcl1t10Dal ~or- _U,oD ~t.d 225-32.7083 QS.()OI16239 05->>-165859 ~ 2 YI:. CIrt" 3-31-89 1-12-90 - $18,593.12 $118,515.41 87,75 745.77 18.680.87 119,261.18 r.>Uridal. r.>UvidaJ, :1-31-89 1-12-90 'lh8 _ ~ In ~ tee .___bod 1aIt a\ 12~1-89 IllId ClIIDIlla:I a\ 1-12-90. ~, ~ .,f: e.u- ~~ 'i.~ OWl 081:. ret.Ai.l1dllf.r-f' 11_ ~ Alp. . . Mertdlln Blnk The Meridian Canter al 50"ng ,Mge P,Q Box 1102 ReaainQ. PA 19603.1102 (610) 655.2477 MAR 1 1 1996 ~Meridian' Bank Plter J. Strunk "lice :JollIe.": :orccratt ~ec:'cs Ma:-l<jerre"': ;;8~l,.laICt'l .J.l:CllcallC'" March 7, 1996 Debrn K.. Wollet, Executrix 24 N. 32nd Street Camp Hill, PA 17011 Re: Estate of: Helen Henderson Date of Death: 8128/95 Dear Ms. Wollet: We received your lener dated February 23, 1996. Our records indicate the following accoWlts and balances as of the date of death: Date Date Accr. Account # Account Title Ooened Closed Princioal In!. CD 3063583326 Helen H. Henderson 10/28/87 11/3195 14028.12 525.54 CD 4610630180 Helen H. Henderson 9/21/94 1113195 15025.00 773.06 CD 4631522838 Helen H. Henderson 5/9/95 7577.36 148.88 Should you have any questions, please contact Deborah Mengel, Compliance Spe::ialist, at (610) 655-4212. Sincerely, Y&rQ.5:rJtL Peter J. StrWik, Vice President Corporate Records Management PJS/dm CK .. Checking SV .. Savings CD .. Certificate of Deposit SD .. Safe Deposit f ~~ ~~l _ "__" iVi- ~. 1. " FARMERS TRUST One \^kst High Street P.O Box 220 Carlisle, Pennsylvania 1701' I '" t; , q ,,; ~ I r, 1: Dltl Hay 3, 1996 Debra K. Wallet 24 N. 32nd St. Camp Hill, PA 17011 RI: Ulatl of. Helen Henderson 225-32-7083 Dltl of Dnth DIu Ms Wallet 8/28/95 In IlIlIWlr to your "quilt conc.rnlng Iccounll ownld. Ilthlr ..pltlllly or Jointly, by the ,bovl rl!u.nc.d dec.d.nt and thl balanc. In neh aecount a of the .atl of d.ath, WI ha.. eh.ckld our r.eords and u. submitting thl following information In dupllelll. w. suggelt thlt you rut on. of th.11 I.llln atlachld to thl P'lIlIlI)'lvanb In..n. tory forml (RCC) to lubltanliatl the balanc. you r.porL Not. that WI have obown thl eorTlct roglstrltlon for nch IceounL AlIo, Int,",t lecntld to thl clatl of dllth. If Iny. II Ibt,d U I .pulta nguro. Vlry truly yours, Certificate 104121 was opened 1/22/94 for 551,540.10 with interest compounding monthly. The value as of 8/28/95 was $55,129.41. .. &~ Doris Goodhart CD/IRA dept. The certificate is registered to Helen H. Henderson, alone. "- eO dla!; .. .. '" ... .. t; .. .. ... ilE1 ~ ... .. II ~ ,,~~ .. .. . ... .. ~ ... lr.~ .. . . ........ '" ... .. .. .. ... CQ~ hU; "'.. .. "~:l ~ l!'o!C" c ~"3:@ ..... ". ::.t~'2 ... : ..tp ... ~~I>li . , ... ... ll!~e~ ... .. ... t, :l! . I I Ihh '" , . . . lC~~ . . . . ...... ..lI:oll: C> .. -1~~~ C> .. :0:.....'" . C> .. g ... ... . . l: '" ... I~ ... . . . .. .. ... cbcoU ..; bs:os:: ~ "! ................ .. .t .. ... ... :l .... ",lII1t* ....1I ~ s: t> :l l) '5hi il 0. ... ~"'Q'" .. .... ..... ...~~~ ..... .. ~ ~ .. ~tt)... I ... .. .. I , , . ... 0 0 ... --. . l.>II>~:It c ti.;~a: g I.i .. ~ i ! .. .. '" ~ ll'.ll.. ~ I ..; i'" ~:il c '5 .....! .. I ., ;~ i~l.> ... . ~ .. .. l!'O;:~~ = ... II> l.> C> ::: ll~Lll! I I O~.IIQ .. '" ... ~~..:!! ... tl I '1 CD ~ c.aG.'''' .. .. i jJ 1 ~ .. I . . t I <f .. ~ '" C> 0 ~ ~~~~~ .. ... .... ... ... ... '-'?a.e a *", TO'iA.. PACE.OO3 *'" ~ Retirement Ad:ount Certificate of ~posi Maturity Noti1- SlIuthcemral P^ PNCBANK . , Ha EN Ii HENDERSCH f 3816 CHESTNUT ST d CAHP HILL pA 17al1~116 I . ce fIT IF IC,tTE IS~UElAEfd:~L "" TURI TV OAT E AHWHT flA lURITV DATE IF IDENTICAL TEIlM 116-220-2 70110 16 DATE lO/lZ/94t 10112/95 119.652.79 I REI NVES1ED FOil: 10/12/96 ! Dear Customer: Your IIxUvlclual Retlremezu,AccouOI ~te of Deposll (CD) ldentllled obo.e will mature on the cb1e IndIaral. U J'OOI wIIb II> ""OW )'OUr CD wIlb - dial! ... ....... - ,~ t. II> rhIa _.. II f'el!1I1rod. If)'nu do nOI norify u. whhla 1m (101 da,. of the -ur!<J date. your CO wUlaulOma~ renew for die ,...,e rerrn. With autornatIC renewal. we wUlsend )'Du a Conf1rmadon of Renewal thaI will &hOw die Inle''etl note and annual pauntaae yield rou will earn. PWu......... 1M Au""'" A,......,., iow:/oJoJ aoUA 1AlI1ItJtiu. T~ ~.lIr. T.,..... If "'U would Ilke to change the term of)!:>ur RCliremenr Actounr CO. pl_ c:omp1ele the fonn below, .Ign where Indlated and mum the fornlln the endosed emelope. Au...-.rle Rmsa-waJ. If",ur Red.......nl Accounl CD aUlOmlribl/p ren.... or If)'!lu rdn",n fora dlll'enntlerm. p..... nOle thaI we cannolllate at thb time what the new Interest note and annual pen:env$~ yield will be .In~ th~ ha"" nCI1"\ been estabU.hal. Ho....... the Iaterest not. and annual "~lIae YIeld lnformadoD wi1llle a.. Ie on ",ur mWrity due. Simply Call the Ccrllf2l CutlDmer SenIo:e Dept. at 1-800-1lS7.2202. TIlD# 1.1I00.367.8600,li>r thb Infonnatipn. 01 atnhdtlftll U",u whit a distribution ftoom ",ur Indh!idu.al Retirement Accounl. plea.o conUoCt your PNC Bank olllce. In....rml!lu t"'"",,,.dftn If you would hke UU.WIC. in detennlnl!!JI what In",,"menl "'nn It righl fnr )'l?ur .ituauon. pI...., caD nr rislt your local PNC SanIr. alike. OUr tn..-stment .peciallsu can mlp you. JThf7 will also proridolnfoflDatlon en alu:....tlve in"".tment aprion.. fi1rt1B...r~~II. I..nm~ an In ",rlan "'~.r ~ rHtl..~ your an wubsu yan Inlli/:utloo otberr r an p.....remen.ber that JOur CO will be renewed In aa:ordmce with the terrtIJ 1ft nil abo." and In tho eneloseil ActoUOI "8TcemoaL PI_ rcf'tr lD any C:OrTClpondeflCe you p~uoly recelYCd concerning the c:oovenion or",ur CD. i Thank ",U I'or thlt oppoltUnlty to oenc ~ur Retlremenr Account nerd.. ....... . (Ccnlplr... _ wl_1IM llUcho:.! Rotwwal A1uhorl......llllba __ m.aop.l... ..... ." I T1iItM OPTIONS Choose 0"" al rt>. tIIrmllndlcalOd balow. OCT 0 4f!m 8 MONTHS = 5 Vl!AItS _ OTHER, INDICATE Tl!IlM _ 1 YEAR _10Y!AR5 3 V!AR5 SIGNATURI! CERTIFICATE 116-220-2708016 ISSUE/RENEWAL DATE~ 1110/12/9~ MATURITY DATE 10/12/95 APlOWT S 9.652.79 HaEN H HENDERSON 3816 CHESTNUT ST PNC BANIe CAPITAL en., "ALL 35~9 HARTZO,ILE OR. CAMP HILL. fA. 17011 DDG""" ......... l'Ne 8&nk. NationaIAtoodadctl to'd Cl>80SL6 O.L , Yl.-OOO lex:::?!:> LjCooO I I I ~oOl , lDDoo / lSU I I~S:O I ,?~ J I~~ I ..~ ! l-;;Oc::O I ~I ,s;.r:-o J j~~ / ~J L.lcPo I "Y)oO I l-l.t.~ E~\:o..k Gu... I nvlA~ I. 'I s.~.p 1- 0/ 3 CaLt SoLei Cur +'~- s~ .3::J~O -#/1<1 )I-; -'5f.lt-NJIJoVl ~e~~7fc..~ Se~ li~3g~O Bp..ow,N ''''j ~ADdw,q.7 t'.t~U/~jr s.....,.. 1~-1..s-C:. S '-'I 2f1..(HUNlf'I~ '$0/,......,6-1<41 S"'~r- 5elt./'# ~~3":Z 5(. "''' #- !1JliYcho2$~ 10/ 51<~.1- >t!.o(- i'i'llt:! ScM. K22.8~7r ~~ /'1- 3tJ-c~'- P,..fl..a ,SlII!!:.oz.. t??yf/ ~ e-& 'nd - ~f!~ 5/<-e.oe..f- 5~ S / 1tJ.t :3 8 :r ReJ'? :j7d - 20(;.,.. 5J<..e.<.-f-- 5<::.4... S01tJ:3/Q X. Re...-r 'J7Q 18. Lf2.ap ItG;. Se.oz.. 'i'7s'!':;:'- v 'Rem 7170 F,'-.!L&( /Zri-... }4,,(. s~ S //'13871/ 'Rem //00 I:l.rr.. ske.4' Soc:.IZ... t. :l.03~30 V IMh' Mod c,q- . ~ IJ.. C4~ '5&'L~ S~rL- Nd.<l'e. WMJIW+lfb..... /<: ~~ cn-L /3"Lf ~~ 'f~ "I2.'L US ~~M~"j.+~t/ 03;q.~ :sc;~ 371~7q I MI1-U'5eA- S~ to/7 fCf (J.. ~/17 12 (;" f313L. 870 I""f CY'- ~/e...d Rib p.~Jt 17-. 6i /313 t.. ~170 M4 Ttl,'l.p --.-;::: I ~ CIS 1l...'\L\.. \ '" 3C>"'1'-!- . ':5'-\ L~ ~ Ccrtlm ~ICf\ - ~,q. A,CfS.,-+1 4'~ a&:~ ~'17- 9',:,~ 7 /10-'4 e u-L , ~ . .s . .. ..>"'q 1M \,,0" -, c~ Jpf'\l;l S"'il . t.. to~ wt.:S. 5'l'l,~t+' l"':"~ cw....,) ') ""Mi..1.,.....L....- ...,..,.... h"It \1\. "'oiU. '" I\,~. LAW OFFICES BELL. SILBERBLATT 8: WOOD 311 U.IIT \"OeUST ITftUT "0. IOK f1D CLEARFIELO. PA. 16830 APR - :=; \99E fl. CO"TEZ IILL. .IR. "ICHAftO A. leu.. ANN .. WOOD ,... COftTU BKU... 111 DAHIll.. C. leu.. ..AUI" SlUlltR8LATT 1854. .181 II'''' 711'101 flAX tl'''1 TlS-lnO Rt. John N. Hile Estate to Helen Hile Henderson Estate April 4, 1996 Debra K. Wallet, Esquire 24 N. 32nd street Camp Hill, PA 17011 Dear Ms, Wallet: This l~tter is in response to your letter to me dated March 26, 1996 and further in response to your earlier letters. I apologize for any delay or prOblems my getting you this information has caused you. Initially, I am enclosing herewith a copy of John N, Hile's Will, although I believe you currently have a copy of the same, As you are aware, Helen, of her own right, is the owner of certain real estate in Clearf ield county, which carne into her possession as a result of the will of her father, Lemoyne J. Hile, whose Will is found in Clearfield county Will Book 1 at page 72. That Will is dated November 8, 1950. Helen, in her own right, was the partial owner of two separate tract of land in Clearfield County. Those properties are described as follows: Lumber city property Helen is the owner of a 25% interest in 142.04 acres located in Lumber city Borough, Clearfield county, Pennsylvania. The Tax Map Number is G11-000-00008. The property came into Helen's possession as the result of Will of her father, found at Will Book 1 at page 72. That property is held jointly with Lloyd C. and Karen L. Harnish, who are the holders of John Hile's 25% interest in the property pursuant to his Will, with the other 50% interest being held by the Estate of Margaret Hile smith. The beneficiaries of that Estate are Merrill K. Smith, Terry smith and Edith smith. The contact person for the Estate is Merrill K. Smith, who resides at 709 Edgewood circle, State College, Pennsylvania 16801. This property is already separately assessed in the name of Helen and was not acquired by her in any fashion from John N. Hile's will. I would just note for your reference that a.timber :lease:was.executed.pn~this.pre~i~A~lPJL1Heleh:on'; 2 'May 1, '1995;"'for which she received the sum in advance 'of ; $9,375.00. As I had to have the property appraised to determine the value of John Hile's 25% interest, I am assuming that Helen's value for the property would be.the same, I am enclosing herewith along with this letter, a complete copy of the appraisal that was completed for the John N. Hile Estate which places the total value of the property in the amount of $6,300.00. Attached to that appraisal is a copy of the deed to the property which is by deed still listed in the name of Helen's father. KERMORR PROPERTY: -. Helen was also the co-owner of a property located in Kermorr, Ferguson Township, Clearfield County, Pennsylvania. This property is what we have commonly referred to as the farm. The property came into Helen's possession as a result of the Will of her father found at Will Book 1 at page 72 and at present, Helen is the co- owner of the property along with the John N. Hile Estate. That property is located at Tax Map Number G13-000-00017 and consists of a house, barn, three sheds and 118 acres of property. As the property had to be appraised for purposes of the John N. Hile Estate, I am enclosing herewith a complete copy of that appraisal dated October 10, 1994, which finds the total value of the property at $61,500.00. Attached to the back of that appraisal is a copy of the deed granting and conveying the property into John and Helen's father, Lemoyne J. Hile. The property is currently assessed only under the assessment of Lemoyne J. Hile Heirs and John Hile during his lifetime, and I as the Executor the Estate ,after John's death have been paying the full taxes on the property. 'Along .with;.the,surface, ownership .of ~the_Kermoor_pX:9.P~r.ty ,.' Helen along with 'her brother, John, were the owners of.certain~oil and gas rights associated with regard to the farm'property. Those oil and gas rights currently are issuing monthly checks in both John and Helen's individual names and you should have been receiving the sa~e on behalf of Helen's Estate. In February of 1996, I discovered that Mr. Harnish had on his own gone to the drilling company and had switched both Helen and John Hile's oil and gas rights over into his own name without my authorization and presumably without yours. I believe that you may have received a copy of the letter I wrote to Fairman Drilling company dated February 2, 1996 and as a result of that letter, at least John Hile's checks started coming once again and I would assume that the same has occurred with regard to Helen. '. 3 In addition to the real estate owned here in Clearfield county, pursuant to John's Will, Helen was to receive the ~ontents of John's safe deposit box located at the Curwensville state Bank, Coalport Branch. That safe deposit box contained three (3) memento lights, a poem, copies of accident policies with hospital benefits, copy of an expired coal lease, copy of the fire insurance policy for the house and a copy of the homeowners' policy, Each of those above items were provided to Helen in a letter to her dated December 20, 1994. Additionally, contained in the safe deposit box was an envelope containing three (3) coins which were also to be provided to Helen under John's will. Those coins have been appraised for" purpose of the Estate and the appraisal is as follows: One 1832 Bust one-half dollar VF $ 43.00 One 1922 silver Dollar (initials in fields OBVERSE and REVERSE) One 1856 Gold Dollar Type 3 (abrasions) TOTAL VALUE OF ALL COINS APPRAISED 6.00 130.00 $ 179.00 I still have those coins in my possession and they are available or can be delivered to whomever you would direct. Helen had asked me to retain them pending her subsequent corning up to the residence once again in order to pick up various personal items. Additionally, as you are aware, the Will provides that Helen '~as-the. beneficiary'~of 'all ~thECpersonal:.property.7~ocated .' within the premises. To that effect, Helen did make a trip to clearfield County along with a gentleman friend and did take back with her in a truck four boxes of documents which I prepared for her review, as well as a television set and several other items of her choosing from the house. Helen and I discussed the disposition of the remaining items in the house and she had indicated a distrust of the various antique dealers or individuals in this area and had hoped to return to the farm with someone from the Harrisburg area whom she believed could give her some indication as to the specific value of any particular items, as well as who would assist her in disposing of the same. As you are aware, due to health reasons, that never occurred and, therefore, the items are still in the premises. I am providing herewith a listing of all the items remaining in the premises on a room by room basis, I have indicated where possible by use of an asterisk of those items which I believe have some apparent value, or which appear in fairly .."..u... ....... . --- -- C()MIIIONW''''''' Of 'INN'''....... IN,....,..."', Of ......NU. I........ tAl: IIYtIIOII It"""" MAlIaUUIG,'", 1111....' PI.a.. Print or T p. MUST II COM'UTID IT lI'RUINrATlvr: O' r1NANCIAL INSTITUTION WHIRIIAfI DI'OSII lOX IS LOCArlD AND RITURNID 1'0 AIOVI ADDRUS COUNTY COOl .ILI NUMIII SOCIAL IICURIIT 01 DEATH CIITlfICATI NUMIII ..5(i1. . SAFE DEPOSIT BOX INVENTORY q . (1'1S IITUlT .ooRIIII &1 ,J ICll'I1 (J ,f11n NAM~. ADDIUI AND lILATlONSNI' ... ANY I TO DICIDINT, o. '1I10NISI 'RIlINT AT THIIOX OPINING -. CNAMlI 111L....fIONS"I" IUlln ADOIUSI ICll'I1 I"AUI II"COOII ~. INAMfJ l.u.....rlcNSHI" (STlIIT AOOIlSSI ICll'I1 ISfAUI IZ"COOII c. IHAMII 1.ILArIONSHI" ISTun ....m.) ICIll') ISIAUI IZIPCCOII NAMI AND ADDIIlS 0' r1HAHCIAL INSTITUTION WHIII THllAn DIPOSIT lOX IS LOCATIO tNAM'1 Page SAFE DEPOSIT BOX INVENTORY INSTRUCTIONS (1) Ca.h. R.port 10101 only. (2) Slack.. Lilt In d.loil .'.ry cammon or pr.forr.d ..rtiflcalo, worron' Of o,h.r rlghll found In boa. S'ack, or. 10 b. d..lgnored by name of company, cenifica'. number, dale of certificat., name in which ,rock is regist.red, and numb.r of ,hor., and clall of IIcck. . (3) Obllgollon. of U. S. Gov.mm.nl. Number cf lI.ml. dol. cf illue. foco .olu., nomoI in which rogil'ered and Iyp. of owne"hlp, I.... laintly h.ld, poyobl. en deo,h, olc. (4) Bond" O.,lgno,. by nom., amount, I. rial number, or alher de.ignolion. (Bearer Bondi) (5) Bonk and Saving. and Loon Panbocksl State nome cf depolilcr, numb.r of book, 1011 dole appearing In book. nom. of bonk and branch, and balance. (6) Jew.lry, Coins, SIamp., Manuscripts. .Ic: Lill and d.,crlb. 01 fully o. pCllible. (7) O..d., Mortgog.s, Curr.nl Insuranco Pcllclu or olh.r .vld.ncu cf Indoblodnu.. Li.1 and delcrlbe 01 Fully 01 pOllible. (8) All alh.r conl.nl.. t of / .. ITEM DISC.,PTION as. d A1U.- .Ioi d II ccrr.ct and ccmpl.'e 10 tho bu' cf my knowlodg. 0.,. I. /1,/ I - U '-1 '> NOTE. Attach additional 8'/2 - x 11- sheells) If necessary or usa duplicates of this pogo of form. .... I (1TB7!J 07.:, '. I VAL~E I I I ~: ~~ 5. - t>~ 7, I1D .. ~.#f) IAAo ~ . ,}.L) '1>..__ .. " '''~ ~ I./..l+ : I ~ l '- irS Z.t ~ .5S (jJ,g. " . . , /11 " ..J;. . I-I'I~ 7 il 1_ /'1(.$ {!.-' ~ I"~ 1 .;J.f )>..1::'- . ~. ;! ft 0..1-5 I z.6: . ~3: " : ,':~' ~" Y (J'i:,;:', a ft. '. . '~.- - . ..~~ :/ 1J'.3.'jt{S. r:#-.-.A- ~tJ~.. '! ......_-'IAL OO~. 4UY ., I . P.O.607 1611iMARKB1 ST. .' ,"-" ..-:'1.... '" CMP HILL.PA.17001 I . '. 717 737 8981,"1 ':: '.: '.;i~:;':; .:: .,' " . I' '~;i:;'~';~ 5~ ~:~.~i.,-:;>~... '; ~ ;,:. ',' :'717 761 82"'''' l":".!<'f~.'; ......,...',.. , . _.!.'.OT,(...- );0':,1';"'" ....,... . , ''''rl!lli' "'4. . '.,''''',' , .... ~.:O'lr''1~,''''' "rOt...; ,'!.' '., , .r I" l,l~'i':" I." ~.. t,. ...~. 'It..;.' ," . .'~. ." ',: ....:.. _.~ ~. . ,'" ',' 1 ~'. \,.. l"'f:r\l..;'i I,..., ,,' ',' .: ;. '" " ~ ~ 1'\ . _ '.':';0. ..' '" ., I I . .....ui.. ~ ".. .', "::'.';;i-:~ ';':0:' R.u-. .;10. . ~s TOTAL MOUNT s:: f (J' II.'. 61r.1'" ~rc., $'~.~.,:<.:."G;O~..,. '.:,,,..,...,,,,...n.:.:-...,.,.:.,:.:':! ' :. .; ;':';', " :~..,.:.:~:T.~~.:.....~.-:.;...:~ , .. ,'0. .- ........... - -. -. . ' . l' ,': ,~ _',,,,,,,,,,,""'.i";l.::c:s..:or::~:":..o "$'~:;$.~~:;::;'j:;r":" . "",:"';;}~o'l'fiIio:'.'i';h~...~:*",:~. ..' ...,... . . .....' '\: . (~;.s ~Cl"'~' h..l-eS (.\\.C1WoI..S' +.-..... _. ,'~-:, . : .... "~kbtl'..i''t- ~o)t ;r;"J....J...~} ':'. 'j . .. ..... .- REV-11lOll EX +. (12-88) . COMMONWEALTH OF PENNSYlVANIA SCHEDULE F INHERITANCE TAX RETURN JOINTLY-OWNED PROPERTY RESIDENT DECEDENT ESTATE OF FILl! NUMBER Helen H Henderson 21-1995-0662 Joint 18nlnl(l): NAME ADDRESS A een T Venner 348 HI.IITIOO Street Harrisburg, PA 17104 B Robert B & Hazel La1Tbert, Jr 3819 Olestnut Street friends CaI1p Hill, PA 17011 C Beverley Gordon 41 South 39th Street friend CaI1p Hill, PA 17011 0 Vera wiley Box 683 CXlusin LaJose, PA 15753 JolnUy-owned property: LETTER DATE DOLlAR VALUE OF ITEM FOA MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DECEDENT'S NO. JOINT OF ASSET " INT. TENANT JOtNT INTEREST 1 A $1,000 - U S Savings Bond, 500.00 Series HH, issued Jan 1, 1993 2 B $1,000 - U S Savings Bond, 500.00 Series HH, iss~ed Jan 1, 1993 3 C $1,000 - U S Savings Bond, 500.00 Series HH, Issued Jan l, 1993 4 D $1,000 - U S Savings Bond, 500,00 Series HH, issued JaIl 1, 1993 . . TOTAL lA/so anta' on IIna e. Raelollullllonl S 2,000.00 PA15011 NTF 12ll!1A (If mora space Is n..dad.lnsart addhlonslah..ta 0' same slza.) Copyrl;Ilt Fa"n, SallWu.Only, 'IM Nllca,lnc. HHPAOI' ....... _ .--....-. REV-1,510 EX + 12-B7) ., , COMMONWEALTH OF PENNSYLVANIA INHEIIITAHCl! TAlC A!llJRN AI!SIDeHT Dt!CI!Ol!NT SCHEDULE Q TRANSFERS PL!ASI! PRINT OR lYPI! Helen H Henderson 21-1995-0662 THIS SCH. MUST III! COMPI.2nD . FIU!D IF THI! ANBWJlR to ANV OP THI OUISTICHI OH THI RIVIRI. BIDt! OF COVlA IIHI!IT III 'all DESCRIPTION OF PROPERlY DECD. DOLlAR VALUE ITEM Include nama 01 tho ~anlllf", thok EXCLUSION TOTAL VALUe % OF DECEDENT'S NO. relallonohlo to ~11l dala 01 vanlllf. OF AIIIIIlT INT. INTEREST 1 Fortis Benefits Ins 9,969,00 Annuity of $2,956.44Jh:r year, payable Il'Ol1thly, at e beginning of each Il'Ol1th, to deoedent' s frieoo for the remaining term of five years, Value of annunity at date of death, $9,969.12. see attached oopy of lX1lpIJut1on. 2 Providian Annuity 'A225-32-7083A01 9,820,00 Value of annuity ~ telephone call to Providian Ann ty Mninistrative Offices, 400 West Market Street, Louisville, KY 40232 . . . TOT..... /Alao ant.. on line 7. ROClOllullllonl S 1.789,00 PAII101 NT'IIIIA Ca'Y'tgM 'a'''', a,"waf' Oftl.,. ,". ...It.,lft.. "141'''10' (II moll IplC4ll1 OHdad, Inllft addlllon" IhHla 01 lama me.) REv-"'t U.(7-1'1 COMMONWIALTH OF PENNSYLVANIA INHERITANCe: TAX RETURN RES10ENTOICEOENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.... PrInt or TYPe FlU! NUMIIEII 21-1995-0662 . ., . ESTATE OF Helen H Henderson ITEM NO. A. Fun.raIl!1lponooo: DESCRIPTION AMOUNT See Schedule attached 'lbtal fran o:mtinuation page(s) B. Admlnlo1ra1lv. Coote: 1,093.00 1. Pereanol Rep_nla1lve COll'lTlsslons SocIoI S8curtty Nuonbet 01 Por1onol Represent.llve: YtIN COlT1l1Uolons pold 0,00 3. ForriIy ex.....llon C101mant Address 01 C101mant .t decodenra death S_tAddrosa 20,000,00 0,00 2. AllOrnoy Feel Relallonshlp CIty St.le Zip COde 4. Prob.te F_ 0.00 C. Mtocellanoou. expon...: See Schedule attached 'lbtal fran continuation s TOTAL AI.. enter on line G, Roc ltulallon (II mo,. opace 10 n_.lnoelt adclUonolah_ 01 aam. .....) s 7 169.00 28 252.00 PA15111 NT> .... coprtaht Po"... Soll_atl Onty. t I" Hllco.I"Co H..PAt t t . . " page 2 21-1995-0662 Estate of: Helen H Henderson SCHEOOLE H, PART A - Funeral Expenses Item No, Description J\mJunt 1 SWeet Rfmr:a,t.rances Menorial services luncheon 345,00 2 cremation SOciety of PA 3 Debra wallet Reinb1rsement of Rolling Green costs 4 Grace united Methodist Church par1dnq - :funera1 luncheon 295,00 418,00 25,00 .--' 'lOl'AL, (Carry fotward to main schedule) . , , , . , 1,083,00 . '.' . . Page 2 21-1995-0662 Estate of: Helen H Henderson SOlEOOLI!: H, PART C - Miscellaneous Expenses Item No. Description J\/tDunt 1 Acoountent fees agreed upon 3,500.00 2 UGI-utility bill for JUly 1995 8,00 3 PP&Irutility bill for JUly 1995 59.00 4 P~-utility bill for August 1995 12,00 5 PP&Irutility bill for August 1995 39.00 6 UGI-utillty bill for August 1995 7.00 7 Ifm1p:len 'l\>p-utility bill for Oct to Dee 1995 98.00 8 P~-utility bill for Sept 1995 8.00 9 UGI-utillty bill for Sept 1995 25.00 10 PP&Irutillty bill for Sept 1995 29.00 11 P~-utility bill for Oct 1995 8,00 12 PP&Irutillty bill for Oct 1995 33,00 13 UGI-utility bill for Oct 1995 38.00 l4 P~-utility bill for Nov 1995 8,00 15 PP&Irutility bill for Nov 1995 34,00 16 UGI-utility bill for Nov 1995 106.00 . 17 Ifm1p:len 'l\>p-utility bill for Jan to Mar 1996 98,00 18 P~-utility bill for Dee 1995 12.00 19 UGI-utility bill for Dee 1995 109,00 20 PP&Irutility bill for Dee 1995 36,00 21 P~-utility bill for Jan J.996 4.00 22 PP&Irutility bill for Jan 1996 31.00 23 UGI-utility bill for Jan 1996 109,00 'IOrAL. (Carry forward to main schedule) . . . . . . 4,411.00 . I ' \. , Page 3 21-1995-0662 Estate of: Helen H Henderson SOlEIXlLE H, PART C - Misosllaneous Expenses Item No. Description AIlDunt 24 p~-utility bill for Feb 1996 8,00 25 W&Irutility bill for Feb 1996 31,00 26 OOI-utility bill for Feb 1996 96.00 27 Hmtpden '&'p-Utility bill for Apr to JUne 1996 98,00 28 P~-uti1ity bill for March 1996 8.00 29 W&Irutility bill for March 1996 30.00 30 OOI-utllity bill for March 1996 69.00 31 CUnberland Law Journal 40.00 .lIdvertising 32 Bell Atlantic 28,00 Sept phone charges 33 PNC Bank 29,00 Checking printing 34 Bell Atlantic 28,00 Phone charges Oct 1995 35 'Ihe Patriot-News Co 41,00 J\dvertising 36 Register of Wills 30.00 10 short certificates 37 Mellon Bank 25.00 Inventoxy of Safe Deposit l!oX 38 Bell Atlentic 15.00 Phone charges for Nov 1995 39 Bell Atlantic phone charges 18.00 40 Register of wills 30.00 10 short certificates 41 Bell Atlantic phone charges 18,00 42 Bell Atlantic phone charges 18,00 '!OrAL. (Carry forward to main schedule) . I . . . . 660.00 'I" '", , Page 4 21-1995-0662 Estate of: Helen H Henderson SQlEIXJLE H, PARr C - Miscellaneous ElIpenses Item No. Description 43 Erie Insurance Auto insurance 44 Bell Atlantic phone charges 45 CkImDnwealth of PA Auto registration 46 Bell Atlantic phone charges 47 Dennis Koons Lawn maintenance 48 Martha L HeIman Real estate t8xes/CUrwensville 49 Kathryn W Fetrow, Treasurer Real estate t8xes/CaIlp Hill 50 Clearfield Cty Tax Claims Bureau 25% tax payment on property 51 O::mnercial Coin CO ~aisal fee 52 Debra K Wallet, Esquire Miscellaneous expenses Atrount 533.00 18.00 24,00 18.00 36,00 51. 00 119,00 234.00 25.00 400.00 53 Probate Fees Register of Wills, CUJrberland COunty COurt House, carlisle, PA 54 Expenses to repair Chestnut Street property for sale 410,00 230.0'0 '!'OrAL. (Carry forward to main schedule) . . . . . . 2,098.00 . REV-1HP eJ<t. (eJeU) SCHEDULE 0 TRANSFERS TO SURVIVING SPOUSE COMMONWIALTH Oil 'INNIYLYANlA IHH(RITAHCI TAX "nunN RUIOINT DICIDINT ESTATI! OF File Nu_ Helen H Henderson 21-1995-0662 PART A: ent.tho dMctIp1lon end velue 01 oIIlnl__, bolh lax.bIe .nd non-tax.bIe. regar_ ollocl1lon, (net 01 deduc1lono) which p_ \0 tho _entl IUrvtvlng spou.. bV W111.lnl..lacv. op""llon 01 law, or olhorwtae. lion 01 n... Amount 1 None Pori A Total: Entor amount lhown on \he reo 1lu1.1Ion .heetln tho lloc_ntlnformaUon _. ElectJon To Subject Property To Tex Under SecUon 2113(A) As A Taxable Trens'er By thIs Decedent. II . lnJlt or olmIlar ,,".ngemont moe.. \he requ~...n" 01 Sec1Ion 2113(A), .nd: L The lnJlt or aIn1tar ,,"angomantls listed on Schedule 0, end b. l110 veJue 01 tho flult or almIlar arr.ngementla ent..ed In whole or In pili eo en ....t on Schadule 0, then tho ~""",8I'O(e perIOnal rep....nt.lIv. may .ptcl1lcally Identity the flult (all or .lractlonal por1lon or percanlege) to be Included In the _n to have IUch fIu.t or almllar property ~e.ttd eo . tax.b1e tr.n.ler In thla est.te. llleoa then lhe en1l1e veJue 01 the flult or llirTilar proper\'( Ia Included .. etax.bIe ~.naler on Schedule 0, the peroonal represenl.Uve .hall be conoldered 10 h.ve made tho _n only eo to .lrac1lon 01 tho lnJlt or tlmIIar II/Ttnll8ITlIInt l110 numer.tor 01 thla fraction Ia equal to lhe amount 01 the flult or aImIlar ,,".ngmentlncludtd eo .tax.bIe _t on Schedule O. l110 denomln.tor Ia equal to the tolal ValUI 01 the fIu.1 or almllar ,,".ngoment 0.0 I!LECTtON: Do you ..oct unw SecUon 2113(A) to \real u .taxabll trenefar In 11I10 utate .11 or. pof1Ion ot.InI.1 or efmll.r .rnngemenl crulecllor lIIelOle u.. or 11I1. cMo_nt'e .urvlvlng apeu.. during lIIelUrv'vlng spou..'. anUre IIIaUma? . Vl!S D NO ~ Stgnature Data Hote: If the elaotSon IPPU.. to more than one trult or .Imllu Imngement. then a ...,.,.ta 'ann mUll be aSgnId and tiled. Part B: Enlertho deoCI1pllon and value 01 alllnl....IO, both tax.ble end non-tax.bIe. regardleoa clloc.1Ion, (081 ot deductions) which p_ to Ihe dacadlnr. IIUrvlvlng .pouse lor which. Sectlcn 2113 (A) election Ia being mad.. D88Cri lion 01 n..,.. 1 Amount None Pori B Total o. 0 PA1Mel HT' ,.11 CoPW'"ahl '0''''' Soltwar. Only, 1'" N.Ieo,I"Co NISP".'1 ._-._. "'~_~U_"_.._.._____~.,.., , - -. ..- _..~ .... .- .. , ------ ---------- ------- ---- - - --- ----- - --- -------- D No.~:08235~ COMMO~~:~~~r ~:R~~~~,SYLVANIA r.-',",,"'''' ",'_ .....,:,.. ", : ""~ II. ~;~'" , ..,. OFFICIAL RECEIPT · PENNSVLVANIA INHERITANCE AND ESTATE TAX . , I i . , RECEIVED FROM, fJ ACN ASSESSMENT CONTROL NUMBER m AMOUNT WALLET DEBORAH K e4 N 3eND ST Jul .~o.ooo.uo CAMP HILL, PA 17011 SSN ee:5-3e-70S3 (FIRST) (MI) REMARKS DEBRA K WALLET ESQUIRE B TOTAL AMOUNT PAID _S:50. 000.00 SK SEAL CHECK.. 01:5 REGISTER OF WILLS ')" -. RECEIVED BY ./I{,,;' L ( l"I'.I;. II SlONATUIII ... .,..~;' ,.,.,,... - - -- - -- - ---:---- -- -,--,:- -: - - --- -,... -- ---,.,...-,...,... -.", ,....,... ""',r -:-",". -,~.,;,..:::,'~.'~'r::~ . . ' ., , ," . MARY C. LEWIS REGISTER OF WILLS -'. :/,.-.,} ,j, , " .~ ~ ., I ~" ~ \' ~. r .{ , .' . .- .. --. ...-.. ..--" r~' c..-~ 1':.. _ i ' 11' .. ~..,- , --,-_..;,......~..JJ"I ,-' \, ~rotDHII' I I I I I I I I I I I I I I I I I I I I \ .-- - -- - - - - -- -- .--_. -- -".--:....-:::;:: -'- - --'-~- - - -- - -- - -,- f . ,. I __ -. ...~.... r .~. __ . . --'. ...~. ..... ---. ...-. ---- _.,~- -- - - -- _. _.- -.--- - - - .-- '':I~'''"'''''''' '*"-"'t<U~ V" ,,~,. .., ,":'~ ,... .~..... .,'T ,I ""'"f' . f") M''''''''' ~'.....," .....d... "'(' p,~" " .~...,,.,, .ir..r~"..' '""''' ..' "t "~ "), ~I '.'- - "., '}-'~. ~, ". c.,~- " J.,' ..." 'n'ijW"'~'" ,~..,. ~''''''^~-''''''''.'.- ,~~.,. r. ,I 1';",- "'ilt..:q.'\"t'~I(' r~ ~ t""\ 'Ii -..\.: ' H~t,e< " 1', . :"~~ .~ . 0 1A1:rH'OF:PENNSYLVAN A'~:\~',1"'.iJ'{~\~~;:f ~~:.i\:;\'/i" :5r~ '"... t.l'~' 1 ~-,., "''''' ~." "'-' J;;~ N,~t>.~fl-)"'~.;e,~ .. 1,_ 'I' ,j. j~,,1\:\. 1 -. O'.MNU.f:'?f/">"~~"';'11 ,.,ul;it""1,t j,t:j""^"'!'\j't'''.,:;Jt 1 'f~l:"~""' P-"1'.".,'-'tJ-.~.~~i"" ~.ilf';' ....<..", J}J.~'J:~.ft~ 1 ''!.J ~~~)~-~'fJ. ' ". .~,J!I...!I;'I!!:'NsyLYA"IAI~HIIlITAN~.~tiD.mATU ,:r,:..,rc;!;,"::,{ ,1 RECEIVED FROM. ACN & ASSESSMENT m AMOUNT \ CONTROL NUMBER " ( IV! .~, ,~;:.e.vo .. , I WALLET DEBORAH K 24 N ::I2ND 8T CAMP HILL, PA 17011 fOlD HU' ESTAl! INFORMATION. 1:'1 I MIE U 21-199~-0662 1:'1 NAME Of DECEDENT (LAST) ~ HENDERSON HELEN H II DATE Of PAYMENT B POSTMARK DATE COUNTY 88N 225-32-7083 fiRST) Mil CUMBERLAND DATE Of DEAl REMARKS m TOTAL AMOUNT PAID .37,~::Ie.oo CW DEBRA K WALLET ESQUIRE () JJ // '1'1 RECEIVED BY . If I' ,t, l ,.., ".' ,,j ,J N./ 'j /'//"., I I.nif: , MARY C. LEWI8 . "", A'I ; REGISTER OF WILL8 ' SEAL CHECK" 1002 REGISTER OF WILLS O'y ,~, ., I ;' ". .... t . " ..... ... . - .~ ..--' r~' c..- _ l --l-'~~ . ! -'f: . ,-- , --._-"';":~...--.....J._II , ... \ 6.5?:J-j/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE e...-- * BUREAU OF INDI~~~~L TAXES UIDJTAHa fA". ~V'IIIDH OOT. "0601 HARRIIIURO, PA 171t.~D'Dl NOTICE Of IHHERITANCE TAX APPRAISENENT. ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX an.I"'""'Ul.NI HELEN H MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECDRDS ... REV: isW-iX-AFP--C07":96T"iloYici-"oi1-iiitiiiiii'ANci-7AX-1iPPR1iiiijjiilT~--Ar.i."OWAirci-ciR----------------- DISALLOWANCE DF DEDUCTIONS AND ASSESSMENT DF TAX ESTATE OF HENDERSON HELEN H FILE ND. 21 95-0662 ACN 101 DATE 10-22-96 TAX RETURN WAS. I I ACCEPTED AS FILED I XI CHAHflED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. Rnl E.t-t. ISehadul. AI 2. Stock. and Bond. 1_1. BI S. Cloa.ly Hald stock/P.rtnarahip Int.r..t (Schodul. CI ~. Nortgaga./Hot.. Racaivabl. I_I. D) 5. taahlBank DepoaltalHlac. Par.onal Pr~rt~ (Schedul. E) 6. Jointly Owned Proparty ISchadul. FI 7. Tr~.f.r. (Schedul. Q) 8. Total A...t. .00 X .00. 196.508.00 X .06. 404.587.00 X ,IS" nBI RECEIPT NUHIIER AA082352 AA112879 DISCOUllT 1+1 INTEREST I-I 2.631,58 .00 AItDUHT PAID 50,000.00 37,532,00 DEBRA K WALLET 24 N 32ND ST CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN NOTE I To Inaur. prope,. orMllt to your IICcOWlt, .ubooit tho uppar portion of thl. fora with your tax payaant. 794.980.00 APPROVED DEDUCTIONS AND EXEMPTIONS I 28,252.00 9. Fun.ral Expen.../AdII. Coat.nfl.a. Exp."... (Schedul. H) (9) 10. Dabh/Nortg.g. LiabUiU../Lian. 1_10 II nOI 10.598. DO 11. Total DaduoUon. 1111 12. Hat V.lu. of T.. Raturn n21 15. Charitabla/GovarnRantal aaqua.t. (Schedul. J) (15) l~. Hat V.lu. of Eat.t. Subj.ot to Tal( n~1 NOTEI If an assessment was issued previoUSly, lines 14, 15 end/or 16, 17 end 18 will reflect figures thet include the totel of ALL returns essessed to dete. ASSESSMENT OF TAXI 15. Aaount of Lin. 14 .t Spounl r.t. 1151 16. Aaount of Lina l~ t..ob1. .t Linaal/Cl... A r.t. (161 17. Aaount of Lin. l~ t..obl. .t Coll.t.r.l/Cl... B r.t. (17) la. Princip.l Tal( Dua TAX CREDITS I PAYIlENT DATE 11-28-95 05-28-96 PA 17011 10-22-96 HENDERSON 08-28-95 21 95-0662 CUMBERLAND 101 Aaount R..iUad III 121 ISI I~I (5) 161 171 115.158. DO 51.154.00 .00 .00 606.879.00 2.000.00 19.789.00 lal TDTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 3R.R~n nn 756.130,00 155.035.00 601, 095. DO .00 11.790.48 60.688.05 72.478.53 90.163.58 17.685.05CR .00 17.685.05CR I IF TOTAL DUE IS LESS TNAH U, NO PAYIlENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. VOU HAV BE DUE A REFUND, SEE REVERSE SIDE DF THIS FO~ FOR INSTRUCTI~.) ;5-S3 ~// *' H COHHDNWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT tV BUREAU OF INOIVIOUAL TAMES INHlRITANCE TAX DIVISION DE.PT. 110601 HAAAlSIURG, PA 171'.-0601 n,.Ultll '" III-hI DEBRA K WALLET 24 N 32ND ST CAMP HILL "1 DATE ESTATE OF DATE OF DEATH FILl! NUHBI!R COUNTY ACN 11-25-96 HENDERSON 08-28-95 21 95-0662 CUMBERLAND 101 A.ount R...1tt.d HELEN PA 17011 MAKI! CHECK PAYABLI! AND RI!MIT PAYHI!NT TOl REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 HOTEl To lnouro propor orodlt to your occount, oubolt tho uppor portion of thlo foro with your t.. poy..nt. CUT ALONG THIS LINI! ~ RETAIN LOWI!R PORTION FOR YOUR RI!CDRDS ~ Rjfv:i6-0j-iif-AFii-rojj:9E;)------..ii-i~HERiifAHcir-fAif-STiiiEHirNf-jjF-Ac:couiii--ii..--------------------- I!STATI! OF HENDERSON HELEN H FILl! ND. 21 95-0662 ACN 101 DATI! 11-25-96 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF TNE STATED ACN IN TNE NAMED ESTATE. SHOWN BELOW IS A SUHHARY OF TNE PRINCIPAL TAM DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 10-15-96 72.478.53 PRINCIPAL TAX DUE, ....... PAYMENTS (TAX CREDITS), PAYMENT DATE 11-28-95 05-28-96 1l-06-96 RECEIPT NUMBER AA082352 AA1l2879 REFUND DISCOUNT (+) INTEREST (-) 2,631.58 .00 ,00 AMOUNT PAID 50,000.00 37.532,00 17,685,05- TOTAL TAX CRI!DIT BALANCI! DF TAX DUI! INTERI!ST AND PI!N. TOTAL DUE 72,478.53 .00 .00 ,00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FDR CALCULATION OF ADDITIONAL INTEREST. IF TDTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I -.,'. ~~ C' . !': . ii; -, c.. ~ c:J c:;; PAMHT. top portion of thl. Hotlcl the rlvlr.1 ,Ide. Ind .ubllt with ~our plY~lnt _ad. p'~lbll to -' N thl n..... Ilftd Iddrl" 1~l: ~ o N AGE~? ~ PENNSYLVANIA. Detlch thl prlntad on If RtIIDENT D[CEDlHT _akl check or .oney ord.r peYable tOI If NON-RESIDEHT DECEDENT like chIck or ~oney order pavebl. REGISTER OF WILLS, '01 COHHDNWEALTH OF All p.,.ant. recllvld shIll be appll.d flr.t to anv Int.r..t which ~.y b. due with any r...lndlr appll.d to the t.x. REFUND CCA)I A r.fund of . t.. cr.dlt, which w.. not r.que,t,d on thl T.. R.turn, ..y b. r.qulltld by cOIPI.tlng an -Appllc.tlon for Rlfund of Penn,vlvanl. Inhlrltencl ~ E.tltl T..- CAEVaISIS). Appllc.tlon. ere IVIIlable .t thl Office of the AI,llt.r of Willi, any of the ZS Rev~. DI,trlct afflc., or fro. the D.p.rtaant'. Z'.hOur ,".w.rlne ..rvlc. nuablr. for for.. or~rlngl In P'"".~lvanl. l.aOO-S6Z.Z0S0, out.ldl Plnn.ylvanle end within 10c.1 H.rrl.burg .r.. (717) 7a7.109" TDDI (717) 17Z.ZZ5Z CHI.rln, lap.lr.d only). REPLV TOa GuI.tlon, r.,.rdlnG .rror. cont.lnld on thl. notlcl .hould b. .ddr....d tol PA Dlp.rt..nt of A.v~, lurlau af Indlvldull T...., ATtHI POlt A.......nt A.vl.w unit, D.pt. ZaD601, H.rrl.bur" PA I1Iza~0601, phone C1111 717-UOS, DISCOUNTI If '"v t.. due I. p.ld within thr.. CS1 Clland.r .onth. .ft.r thl dlc.d.nt'. d..th, I flv. p.rc.nt CSX) dl.count of thl t.. p.ld I. .llowed. PENALTY I ThI 15X t.. aana.ty non-p.rtlclpltlon p.nllty I. CDeputld on the tot.1 of the t.. and Int.r..t .......d, and not paid blfora January II, 1'9', thl flr.t day .,t.r the and of the t.. '~I.ty p.rlod. IHURE"I Int.r..t I. chlr,'d b..lnnln, with 'Ir.t d.y of d.lln~ncv, or nln. C9) aonth. and on. CI) d.y fr~ thl d.t. 0' d.eth, to the d.t. of p.~..nt. ,.... which b.el.. dallnqu.nt b,'ar. Janu.ry 1, 19a2 b..r Int.r..t .t the r.t. of .1. C6~) p.rc.nt p.r annul calcul.t.d .t . d.lly r.t. 0' ,00016'. All t.... which ble... d.llnquent on and .,t.r Janulry 1, 1912 will bl.r Int.r..t .t . r.t. which will v.ry fro. c.a.nd.r v..r to c.land.r y..r with th.t r.t. announced by the PA a.p.rt..nt of A.v.nu.. Th. .ppllcaal. Int.r..t r.t.. for 1911 through 199' .r.a Vllr Intlr..t A.t. a.l1y Int.,..t F.ctar Vllr Int.,..t R.t. 0.111 Int.,..t F.ctor I9IZ 'OX .OOD5U 1917 .X .ODOIU 1915 In .UUJI 1911~1"1 IIX .0D0301 19.. IIX .OOOSOl 199Z ox .IDOl.' 1915 UX .ODOSS6 1"'-1"" 1X .IDOl92 1916 lOX .OD017. 1"5~19" 'X ,IDOl47 "'Int.r..t I. c.lcullt~ .. follow., INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELIHQUENT X DAILY INTEREST FACTOR ..Any Hotlcl 1..UId Ift.r the t.. b.ca... d.llnqu.nt will r.fl.ct ~ Int.,..t c.lculstlon to flft..n CIS) d.y. b.yond the d.t. of the ........nt. I' p.y..nt II ..d. .ft.r th. Int.r..t co.put.tlon d.t. .hown on thl Hotlc., addltlon'l Int.,..t IN.t b. c.lcul.tld. ~~ ,n a ~C:l .r) ... ~. o. l" ....~ $h :::::(U inS!. r - ~-""_.'~~._----'. , i } " - :'.:a '.. .0:.:; \-:~'f;~:- t \~ ~ .... ..,: :i "~'" .:;~C ~;~ 't!O~~_ ~{ .... "lv-,f:?'- ~t ; 0:. , , i'{" '..f\ ~'-','l 'L_--~--'_ .us Gu ,-i,,'_'~:p~i(;- ,_I .-; '-'-, , ,.. !-' " -~f;n~Oril' t i,16'~ - ih:V~, '_'&j,.,,'n :J\: 'i~ ~-,t '/'?V~: of" -" '" ,- ,-,' 'I ,:".- ~' , -, ;,.' " . .:r ;~,,; ;'--- . ~ . '- -' - .. - .... - '''' .- . /5~53'-11 CY* CDMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OP DETERMINATION AND ASSESSMENT OP PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN DATE ESTATE OF DATE OF DEATH PILE NUHlER COUNTY ACN HELEN H BURUU OF INDIVIDUAL T AXEl INHlRITANCE TAX DIVISION DOlT. n"n HAAAIIMItI, Pi 17111."11 In.... D In IU~HI DEBRA K WALLET 24 N 32ND ST CAMP HILL 10-22-96 HENDERSON 08-28-95 21 95-0662 CUMBERLAND 201 A-"'\t R.ltt... PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CD COURT HOUSE ~ARLISLE, PA 17013 NOTE. To In...... p.......r or...1t to ~our ecoount, ouIMIlt tho upper portion of thlo forti with ~our tax p.~t. CUT ALONG THIS LXNE ~ RETAIN LOWER PORTION FOR YOUR FILES .... illli:~i3-ij(-AFP--{ii7:;96r----i'-i-Niiiii:i'"oi'--DiTEliiUiiAfiiiti-AND-AssiiistiiNT"----------------------- ---- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF HENDERSON HELEN H FILE ND.21 95-0662 ESTATE TAX DETERMINATION ACN 201 DATE 10-22-96 1. Credit For Stete D.eth Taxee a. Verified 1.145.00 2. Penn.ylvani. Inh.rit.nce Tax A..e..ed (ExcludinD Di.count and/or Intere.t) 69.846.95 3. Inh.ritance T.x A.....ed by Oth.r Stote. or T.rritorie. of the United Stete. (ExcludinD Di.count and/or Intere.t) ,00 4. Totel Inheritanc. Tax A..e...d 69.846.95 5. Penn.ylveni. E.tat. Tex Due .00 TAX CREDITS I PAYMENT DATE DISCOUNT (+) INTEREST (-) RECEIPT NUMBER AMOUNT PAID '," '1\ 0\ r;) ...~ .... >;.... u, ~ N . , TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 I1F TOTAL DUE IS LESS THAH n, It\) PAYIlENT IS REQUIRED IF, TOTAL DUE IS REFLECTED AS A "CREDIT" lCRI. YDU KAY BE DUE A REFUND. SEE REVEIlSE SIDE OF THIS FDIIII FOR INSTIlUCTIllHS.1 " ' '''f'''' a: " p, -l-' .~ _. =.J UU oIF PAID AFTER THIS DATE, SEE REVEIlSE SIDE FOR CALCULATION OF ADD1TIDHAL INTEREST. . t \, STATUS REPORT UNDER RULE 6.12 lIelen H. lIenderson Name of Decedent I Date of Deathl August 28, 1995 Will No. 1995-00662 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1. State whether administration of the estate is complete I Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I unknown J. If the answer to No. 1 is Yes, state the following I a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Datel 8/5/99 .., \.0,,",,- ". tJw..r Signature :-' Debra K. Wallet, Esq. Name (Please type or print) 24 N. 32nd St., Camp lIill, PA 17011 Address C.l'. I I"J .;-f , (;.~--. " ~~ ( 717) 737-1300 Tel. No. ,'I .- r.',~ ,-~ Capacity: X Personal Representative Counsel for personal representative (HAH I rmf! AMJ) "- --.- T"~_--'--;-----'."~ ~ ~__ ,_~__.~_'"'"'~.............__.~u a,V STATUS REPORT UNDER RULE 6.12 Name 0 f Deced!:lnt: Helen H. Henderson nate of Deathl August 28, 1995 Will No. 1995-00662 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown J. If the answer to No. 1 is Yes, state the following I a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informal,ly to the parties in interest? Yes No d. Copies of receipts, releases, joinders and' approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 8/3/98 --..bQMn~ -It!. Wo.AM.t' Signat.ure Debra K. Wallet, Esq. Name (Please type or print) 24 N. 32nd St., Camp Hill, PA 17011 Address ( 717 l 737-1300 Tel. No. r- -='" "5 t;') ::lCl'; (Il - I) " ~S '-;f. 2 i) -=:r " . I ',;j :/, ~ i..)i:'t .,,) .~ .- ,'''' .g (,.J "'-' &' 0' ~ 'a: ~c3 a: Capacity: x Personal Representative Counsel for personal representative (MAH:rmf/AMJ) STATUS REPORT UNDER RULE 6.12 Name of Decadent: Helen H. Henderson Date of Death: August 28, 1995 Will No. 1995-00662 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown 3, If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b, The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informal,ly to the parties in interest? Yes_____ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 8/5/97 \1)1).,,6. .Ai .W~ Signat.ure - c'> en M <;') N a.. \D I 5l ..~: Debra K. Wallet, Esq. Name (Please type or print) 24 N. 32nd St., Camp Hill, PA 17011 Address ,.. :( "CL (717)737-1300 Tel. No. Capacity: X Personal Representative Counsel for personal representative , t'J ..-; \,) !. !l)O;: a: r- P' '. t: ~:J t)U (MAH:rmf/AM3) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: August 28, 1995 Helen H. lIenderson '-'ill N 1995-00662 n o. Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: December 31, 2000 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informa~ly to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court' and may be attached to this report. Date: '8/1/00 \-QMflA,. 1:', l.JAMAY Signature 0\ .,- f."} 0 ~? N I,) 0: " ,. , Cj" t, ~ \illL b':;i 0.") al& [3 II: ~<( ":l ::J.. Debra K. Wallet, Esq. Name (Please type or print) 24 N. 32nd St., Camp Hill, PA 17011 Address '1 (7171 737-1300 Tel. No. , '~J , .a ~c ~5 'JD Capacity: X Personal Representative Counsel, for personal representative (MAHlrmf/AM3) o . t STATUS REPORT UNDER RULE 6.12 Name 0 f Decedent: lIelen II. lIenderson Date of Death: August 28, 1995 Will No. 1995-00662 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the court? Yes X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informal,ly to the parties in interest? Yes No d. Copies of receipts, releases, joinders and' approvals of formal or inf?rmal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 12/20/00 ~"J-v. .L/)I"~" ~ Signature " -. ,~( Debra K. Wallet, Esq. Name (Please type or print) 24 N. 32nd St., Camp lIill, PA 17011 Address . l'l "-' =:1 (717 I 737-1300 Tel. No. 'j f' r\(,--: 0;- ,-, p ,: ~;..; ~s 0(; Capacity: X Personal Representative Counsel for personal l:epresentative (MAH:rmf/AM3)