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Home My WebLink About95-00663 . Helen T. Coster Eslale af ___~.. .....__........._ _....___ also kllOWII us _________________u________ I)ETITION Hm i>>IWnATE Illld GnANT 01" LETTERS No. __02/::3.. s - It) w 3 To: Regl'ler of Wills fot Ihe 0.. _.. /),0'(""1'<1. COUUlY of Cumberland in Ihe Socia/ &,'a'/I)' Na. -1!l~ - 4 y ~ 1_ ConulIonll'eallh of Pennsylvania The petition of Ihe underslglled respeelfully tepre'ellls Ihlll: Your pelltloner(s), who Is/ure IH years of Iwe or older IIn the e,eCUI rix In Ihe iasl will of thc IIbove decedelll, dated -D~tober..2-7 and codicll(s) dilled named , 19-$- ('"ll~ lc:h~\'Ulll L'irt:llIlUhllh:Cll. e.g. rc:nulldutloll, death nf c'CCIlIOt. clc.) Decendenl was domiciled at dealh in Cumberland County, Pennsylvania, with II A" iast fantllyor principal t~sldt;qce III 500 Ellat..C.o~r Street, Mechanicslmri, Rennsyl"...1. 17055 fHJ('IL12.t'Y(). (11101 \IU.'CI. lIumber DIIlI R1ulldpalll)') Dccendenl,lhen '18 )'ears ofllgc, died August 29. ,19 95 , al..13.Ul.aA...-lL..I.LtI..L.-.-l:te<Ih..~fl" ~, fl. I {.,!>" 11" . Excepl ils"i'ci'llows:dReJelll did nolmarry, ~r.;-nol dlvorccd and did nOI'have a child born or adopled after execulion of Ihe will offered for probllle; WIIS 1101 the vlclim of a killing and was never adjudicated Incompelenl: Decendelll al dealh owned property with eSlimaled vlllues liS follows: (If domiciled In I'll.) All personlll properly (If not domiciled In Pa.) Person III property in Pennsyivanla (If nOI domleilcd in I'a.) Personal properlY In Counly Vaiue of real eSlale In I'cnnsyivllnlll sltualed as follows: 500 E. Coover Street. Mechanicaburg. $ 1,000.00 $ s SEl6,uuu.uu Pennsylvania 17055 WHEREFORE, pelltioner(s) respectfully tre~~~) t\l.le..probale of the laSI will and codlcil(s) presenled herewith and the grant of iellers e n ry (tC~IUIIIClllnr)'; lldmlnl\lrnliul1 c.t.n.: ndmlnlsmlllon d.h.n.c,t.n,) theron. i "'- r ",'6' g ""~ ~,- ~l 1f~ ~o l Iii /~ ~ ) iAt(,V 4. ~ (J{, I'; nTA . :JjIlLJtlY~?/1 /70') OATH 01" PERSONAL REPRESENTATIVE COMMONWEAI,TH QJo'I'ENNSYLVANIA } 1:18 COUNTY 010' CUMBERLAND Sworn to or affirmcd fNW SUbSCrlb~'d ~~p~M~J ut4J fiJ~J.dl~f . I~ C. EWIS H"lIi"',' 1/ 1.5- 53- leV The pelltloner(s) IIbove-named swear(s) or affirm(s) Ihlll Ihe slalemenls in Ihe foregoing pelltion ore Irue and correel 10 Ihe best of Ihe knowledge and belief of pelltlonet(s) and that as personal represen- tatlve(s) of Ihe IIbovc d~ccdenl pClitloncr(s) will well a uiy udlllinlster Ihe eslale according 10 iaw. -:::1(('((';) /~.&~ I'l OQ' ~ ! .... ...-: ..1- -- - No. 21 - 95 - 663 Estate of HELEN T COSTER , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW SEPTEMBER 6, 19~, In consideration of the pelltlon on the reverse side hereof. satisfactory proof having been presented before me, IT IS DBCRBBD that the Instrumenl(s) dated OCTOBER 27, 1994 described therein be admllled to probate and filed of record as the last will of HELEN T COSTER IESIAMtNIARY PATRICIA A KLINE and Lellers are hereby granted to fh' FEBS Probate, Lellers, Btc. ......... $ 200.00 Short Certlficates( 5) .......... $ 15.00 Renunciation ................ S X-Pages $ 9.00 JCP TOTAL_$~ Flied ..... .~F?Wt'lP.E;~.p.,. .'~~.5......... Bruoe D. Foreman, Esquire #21193 ATTORNBY (Sup. Ct. 1.0. No.) 3207 North Front Street ADDRESS Harrisburg, PA 17110 (717)236-9391 PHONB co ';: g:. "-.- ~t c) .'0- ..t.'l LJ\ , ."-: '__I If' lb l'~ VI " .' 0..1 ';:1 t.) rl! !Sl .Ii g <ll(!; II: UU Called attorney on 9-6-95. 21 - 95 - 663 ,''l.: , .~. " ~, , .'; .,. -'" "- "F- '. .', ;..,~,.- .' 1 ,~, .' 'I . ., ~: LAST WILL AND TESTAMENT It HELEN T. COSTER, of Camp Hill, Cumberland County, Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking any and all Wills heretofore made by me. QliE: I direct my Executor or Executrix, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. Furthennore, I direct that all state, inheritance, successiDn and other death taxes imposed or payable by reason of my death and all interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executor or Executrix of my estate. :nyQ: My Executor or Executrix, as the case may be, may, at his or her discretion, compromise claims, borrow money, retain property for such length of time as he or she may deem proper; lease and sell property for such prices, on such tcnns, at public or private sales, as he or she may deem proper; and invest estate property and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My Executor Dr Executrix is authorized and empowered to engage in any business in which I may be engaged at my death, " . -. " for such period of time after my death as seems expedicnt to sold Executor or Executrix. THREE I direct my Executor or Executrix, as the case may be, to reimburse to John W. Kline and Patricia A. Kline, my son-in-law and daughter, all monies paid by them from their personal funds on my behalf since the date of my late husband's death. Proof of said expenditures is not necessary for reimbursement. FOUR The rest, remainder and residue I hereby give, devise and bequeath to my children, share and share alike. In the event that my daughter Patricia A. Kline predeceases me, then her share shall go to her husband, John W. Kline. In the event that both Patricia A. Kline and John W. Kline predecease me, then Patricia A. Kline's share shall go to my daughter Rosemary Flood. In the event Rosemary Flood predeceases, then her share shall go to her children, share and share alike. E.IYE In the event that Rosemary Flood's daughter, Katie. receives a portion of my estate. sold portion shall be held in trust by John W. Kline and Patricia A. Kline. The trustee is hereby authorized to retain unconverted. any property, real or personal, that I may own at my death, and shall be under no duty to convert the same into legal investments. The trustee shall have the power and authority to hold, manage, invest and reinvest and tD pay over the net income of the trust property to or for the use and benefit of my granddaughter or to accumulate the same in the sole discretion of the trustee. The trustee is also authDrized and empowered to pay over to. or for the use and benefit of, my granddaughter, such portion of or all of the principal of the trust I ! I ... i 2 , . .". ., t'\F~r,~Vi'_~;~:7) :';.'~~~?:".~';1:~~t<;j~~~,~ ~. estate as in its sole discretion seems proper, for the maintenance, education and general welfare of my granddaughter. My primary object Is the health, support, maintenance and education of my granddaughter. In the event that principal or Interest remains in this trust at the death of my granddaughter, Katie, then the rest, remainder and residue of this trust shall be distributed to my granddaughter Jenny, per stirpes. m I nominate and appoint Patricia A. Kline to be the eKecutriK of this my Last Will and Testament; she is to serve as such without bond. Should she die before my death, renounce or refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and appoint my daughter Rosemary Flood, and my son-in-law, 10hn W. Kline as substitute Co-Executors, they are also to serve as such withDut bond, with the same powers as are given herein to my eKecutriJc. IN WITNESS WHEREOF, I have hereunto set my hand and sealthi;;(/ day of October, 1994. ,jt'd,,,,, fi. a~--' HELEN T. COSTER (SEAL) Signed, sealed, published and declared by HELEN T. COSTER, the testatriK abDve named, as and for 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 subscribed our names as witnesses hereto. yM/.U#x ~ L4.L~ ~~ ~~f ~ /J/~( 3 .. ,', ACKNOWLEDGMENT AND AFFIDAVIT WE, HELEN T. COSTER, SHARON L. SCHWALM and CHERYL L. CLELAND, the testatrix and witnesses respeclively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly, and that she executed it as her free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the will as a witness and that to the best of their knowledge the testatrix was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. 1/eL ~ e.:l:-v HELEN T. COSTER YUJ,ux JI! 0._1111-1 ~ HARON L. SCHWALM ~~ t/ ;:;/~AI- CHER~L. CLELAND COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :8S: Subscribed, sworn to and acknowledged befDre me by HELEN T. COSTER, the testatrix herein, and subscribed and sworn to before me by SHARON L. SCHWALM and CHERYL L CLELAND, witnesses, thi~ day of October, 1994. ~ ~/~1t Nota Public NocMoI Seal BotzJ A Monison. /.\lInIy PlbIc C.1IiSle Boro. Curilortand CounIv My eom.,.w.." e..pros Due. 15, 1~ AseodadOi1 c:A ..... ,,\ ~.~:..~"""""~",,,,-,,",,-.......~.,;;.:"-~....,<,",,-~,,-,.,- ,- - ..-.--..,............' ~ CERTIFICATION OF NOTICE IlNDER RUI.E 5.6 (a) Nnme of Decedent: Helen T. Coster Date of Death: AUllust 29. 1995 No. 1995-00663 To the Register: I certify that notice of be neticia I interest required by Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed to the following beneticiaries of the above-captioned estate on September 14, 1995. Name Address Patricia A. Kline Rosemary Coster 706 West Pajabon Drive, Palmym. Pennsylvania 17078 925 Chestwood Avenue, Tallahassee, Florida 32303 Notice has now been given to all persons entitled thereto under Rule 5.6 except: No exception. /l/J(\{/ Dated: September 14,1995 SignotureC ?L.~~- I Name Bmce D. Foreman Address 3207 North Front Street Horrishurll. FA 17110 Telephone (7J 7) 236-9391 - Capoclty: _ Personal Representative <j-. {J ~~ r- ~. en .x. Counsel for Personal Representative ~o:t >"-.,.1.,;. f)" 1 0> ~c }~~ ~ f:b Vl d ;') ;'-11 . ~ (j)::) 13u c' ~;; (.) ill r~U: a: \)~ . ,\, Name (5), address (es), and telephone number (s) of nil counsel ~ Address Telephone Bruce D. Foremnn 3207 North Front Street Harrisburg, PA 17110 (717) 236-9391 Addltionnl infonnation may be obtained from the undersigne n ~() /-, Dnted: September 14,1995 Signnture ..-/. f Name Bruce n. Foremnn Address 3207 North Front Street Hnrrisburl:. PA 17110 Telephone (717) 236-9391 Capacity: _ Personal Representative .x. Counsel for Personal Representative .,. i.. , ... -. ..- ~. -_. - . 15' cS- 3 -/(~ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) REV.15OQ EX; 17.9'" ~ ..:s.. Illlftl ="'9 Usm .. '" l:: g .. .. '" u g NA fK] I. Original R.turn o 4. lImlt.d Eltat. 0 40. Fulure Inltrlll Compromit. ('0' dOl.. 0' d.o'h ofl.r 12.12.82) fiJ 6. D.ced.nt DI.d Tlltal. 0 7. Dec.denl Malnlalned 0 LIving Trull (Attach copy of Will) (Anach copy of Trult) ALL CORRESPONDENCe AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI AM COMPUI! MAlt/NO ADDRESS ,. '*' COMMONWEAlTH Of PENNSYlVANIA DEPARTMENT Of REVENUE DEPT. 280601 HARRISBURG.'A 1712B.()601 01 DINT'~ NAMlllAST. fJUT. AND MIDDlllNlllAlj Iii Ii! III '" ......~Zv~~~ 191-18-4447 08-29-95 DAU Of DIATH II' A'~IC.'UIIU""'VIHO IH)uU', NAMI (l"'''. rIIU AND "100" l1'ol1llA11 C/ FOR OATIS OF DEATH Ann 12/31191 CHECK HERE IF A SPOUSAL POVERTY CREDIT IS CLAIMED 0 FlU NUMBER 2195-0663 COUNTY CODE 1995 YEAR 00663 DlClDINf'S COMPUIf ADDRESS 325 Wesley Drive I-Echahicsburg, PA 17055 c.", r1and Count AMOUNT RICIIVfD 15f1 INSTllUCTIONSI NA NUMBER o 2. Supplemental Relurn :lllii "'''' "'z 8~ 236-9391 .. '" ~ E ~ III '" 1. R.al E.lale (Schedule AI 2. Slack. and Bond. (Schedule B) 3. Clallly H.ld Slack/Par'n.rlhlp Inler.I' (Schedul. CJ 4. Morlgogll and NollI R.celvable (Schedule D) 5. Calh. Bank D.pollh & Milcellaneoul Personal Properly (Sch.dul. E) 6. JoIntly O.....n.d Properly ISchedul. F) 7, Tron.'." (Sch.dul. G) (Sch.dul. L) 8. Tolol Gran Aneu (tolalllnel 1.7) 9. Funeral Exp.nlll, Admlnhlrallve COlts. Milcellaneoul Expen.e. (Schedule H) 10. Debts. Morlgoge lIabllilles, lien I (Schedule IJ 11. Tolol Deductions (lolollln.1 9 & 10) 12. N.I Valu. of Ellale (line a minus line 11) 13. Charitable and Governmental aeque'" (Schedule J) 14. Nel Value Sub ect to Tax 11Ine 12 minus line 13J 15. Spou.al Tranlfe" lfor dolol of d.olh after 6.30.94) 5.. Inslructlonl for Ar,pllcoble Percentag. on Reverll SIde. (Includ. valu.. rom Schedul. K or Schedule M.) 16. Amounl of lIn. 14 taxabl. at 6% rol. Ilnclud. values from Sch.dule K or Schedule M.J 17. Amounl of lIn. 14 laxabl. at 15% rote (Include values from Schedule K or Schedule M.) 18. Prlnclpaltax due (Add tall from lines 15, 16 and 17.) 19. Credill Spou.al Poverty Credit Prior Paymenll + 4.700.00 03, OS, Remainder R,'urn (for dole. of death prior to 12.13.82) Federal Estol. Tax R.turn Required _ 8. Tolol Number of Safe Depolit BOXII 3207 North Front Street Harrisburg , Pennsylvania 17110 86,000.00 3/993.53 (I) (2) ( 3) (4) (S ) --B,~0s...2~ (6) (7) 19) (10) ,; 1." IIR , (8) -98,098 79 7,839.76 III) (12) (13) 1141 13,975.24 84:123.55 84.123.55 (IS) (16) -B<4J.23.55 (17) )C.__ )( .06 II 5,047.41 )( .15 II (18) 5.0117 III , Dhcount 235.00 Interesl (19) (20) 11935.00 20, + If line 191. grealer than lIn. 18, .nler Ihe differ.nce on lIn. 20. ThIll. the OVERPAYMENT. 11 O...I'P'II'J,.I.......la....I'..I........I'I....,II'I.....'lImmll':'la....1'1.........tI..!.A..Ulll'l 21. If line 18 II grealer than line 19, .nler the difference on lIn. 21. This Is the TAX DUE. A. Enler the Interest on the balance due on line 21A. 8, Ent.r ,h. '0'01 of lIn. 21 and 21A on lIn. 218, Thl." 'h. BALANCE DUE. Malee ChlcSe Payable tal R.gllt., o' Will" Agent (21) (21A) (218) 112.41 BE SURE TO ANSWER ALL QUESTIONS ON RlVERSE SIDE AND TO RECHECK MATH Under penolll.. of perjury. I declare that I ha.... examln.d thll return. Including accompanying schedul" and ,'otemenu, and to the b,,' of my ~no.....ledge and b.lief. It I, tru., correct and compl,'e. I d.c1are thai 011 real "tal. hOI b.en reportea allrue market value. Declaration of preporer olher than Ih. personal reprellnlall.... Is bo..d on olllnformollon of .....hlch pre orer hOI any kno.....l.dg., . ~ION...' RSO.~UroNSI'lfJJ70IlIl1l ~ c TU.N AOOIIUS CAn A \ . II ' /'/ 706 W. Pa 'abon Drive Pa ra, PA 17078 III'AII!1l fJTHIII THAN II t f A'....I ADORUS ;(/' v<....--,--- 320 North F 112.41 OAU '11z~/'i r I , "hcJ jqe"' , ( rrisbutg. PA 17110 , Act '48 of 1994 provld.s for the r.ductlon of the tax rat.llmpos.d on the n.t value of trand.rs to or for the us. of the SpOUI.. The rat.s as prescrlb.d by the statuI. will b.l . . 3% (.03) will b. appllcabl. for .slal.s of dec.d.nts dying on or aft.r 7/1/94 and b.for. 111/96 . 2% (.02) will b. appllcabl. for .slat.1 of d.c.d.nts dying on or after 1/1196 and before 1/1197 . 1% (.01) will b. appllcabl. for .slal.1 of deced.nts dying on or after 111/97 and b.for. 1/1198 eSpousal trande,. occurring on or aft.r 1/1198 will b. exempl from Inherltonce tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedenl make 0 Iranafer and: x o. retain the use or income of the property transferred, ....................................................... b. retain the right to de.lgnate who shall use the property transferred or It. Income, ............... c. retatn 0 reversionary Interest; or ................................................................................... d. recetve the promise for life of either payments, benefits or care' ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death Iranlfer property without receiving adequate con.lderatlon' If death occurred .after December 12, 1982, did decedent tran.fer property within one year of death without receiving adequate consideration' ................. .... ........... ..................... to........... t. .................. ..... .t. 00'" x 3. Old decedent own on 'In tru.t for' bank account at hi. or her death'...................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST 'COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. .-..J ~.- \ >.; ~ '.)C) . "-~ LAST WILL AND TESTAMENT I, HELEN T. COSTER, of Camp Hill, Cumberland County, PeMsylvania, declare this instrument to be my Last Will and Testament, hereby expressly revoking any and all Wills heretofore made by me. ONE: I direct my Executor or Executrix, as the case may be, to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. Furthennore, I direct that all state, inheritance, succession and other death tlllCes imposed Dr payable by reason of my death and all interest and penalties thereon with respect to all property composing of my gross estate for death tax purposes, whether or not such property passes under this Will, shall be paid by the Executor or Executrix of my estate. TWO: My Executor or Executrix, as the casc may be, may, at his or her discretion, compromise claims, borrow money, retain property for such length of time as he or she may deem proper; lease and sell property for such priccs, on such tenns, at public or privatc sales, as he or she may deem proper; and invest estate propcrty and income without restriction to legal investments unless otherwise provided hereunder. I authorize and empower my Executor or Executrix to sell any realty and/or personalty owned by me at my death and not specifically devised or bequeathed herein, at public or private sale or sales and to give good and sufficient deeds and/or bills of sale therefor, in fee simple, as I could do if living. My Executor or Executrix is authorized and empowered to engage in any business in which I may be engaged at my death, .... for such period of time after my death as seems expedient to said Executor or Executrix. THREE I direct my Executor or Executrix, as the case may be, to reimburse to John W. Kline and Patricia A. Kline, my son-in-law and daughter, all monies paid by them from their personal funds on my behalf since the date of my late husband's death. Proof of said expenditures is not necessary for reimbursement. FOUR The rest, remainder and residue I hereby give, devise and bequeath to my children, share and share alike. In the event that my daughter Patricia A. Kline predeceases me, then her share shall go to her husband, John W. Kline. In the event that both Patricia A. Kline and John W. Kline predecease me, then Patricia A. Kline's share shall go to my daughter Rosemary Flood. In the event Rosemary Flood predeceases, then her share shall go to her children, share and share alike, FIVE In the event that Rosemary Flood's daughter, Katie, receives a portion of my estate, said portion shall be held in trust by John W. Kline and Patricia A. Kline. The trustee is hereby authorized tD retain uncDnverted, any property, real or personal, that I may own at my death, and shall be under no duty to convert the same into legal investments. The trustee shall have the po:-ver and authority to hold, manage, invest and reinvest and to pay over the net income of the trust property tD or for the use and benefit of my granddaughter or to accumulate the same in the sole discretion of the trustee. The trustee is also authorized and empowered to pay over to, or for the use and benefit of, my granddaughter, such pDrtion of or all of the principal of the trust 2 ,-.,.." --, ---...-- estate as in its sole discretion seems proper, for the maintenance, education and general welfare of my granddaughter. My primlll)' object Is the health, support, maintenance and education Df my granddaughter. In the event that principal or interest remains in this trust at the death of my granddaughter, Katie, then the rest, remainder and residue of this trust shall be distributed to my granddaughter Jeany, per stirpes, . SIX I nominate and appoint Patricia A. Kline to be the executrix of this my Last Will and Testament; she is tD selVe as such without bond, Should she die before my death, renounce or refuse to selVe for any reason, or die leaving any of my estate unadministered, I nominate and appoint my daughter Rosemary Flood, and my son-In-law, John W. Kline as substitute Co-Executors, they are also to selVe as such WithDut bond, with the same powers as are given herein to my executrix. IN WITNESS WHEREOF, I have hereunto set my hand and seal thi;;(/ day of October, 1994. .1b{v,,", tj. (l...;J;;; HELEN T. COSTER (SEAL) Signed, sealed, published and declared by HELEN T. COSTER, the testatrix above named, as and for her Last Will and Testament, in the presence Df us, who, at her request, in her presence and in the presence of each other have subscribed Dur names as witnesses heretD. tAlLLUX. ~ vlL,~ It?d , . ~'"7f / /J/~( 3 ... ._.,-..__.,..._..__,. ._...... .~__.~___._.._....,,-._-_..c.._. ----,--"-'-. .,~~.. .......... .."*' COMMONWI!ALTH 0' ,eHHSVLYANIA INHUlfANCI TAX .nuRN lESIDeNT DeceDeNT FILE NUMBEI/ 2195-0663 SCHEDULE A REAL ESTATE ESTATE OF CXSTER, Helen T. IPtopotty lolnlly-ownod with RighI 01 Sutvlvorohlp muol bo dloclolod on Schodulo FI An toolootolo ohould bo topotlod ollolt matkol valu. which 10 donn.d aolho ptlco al which ptopotty would bo ..changod bolwoon a willing buyot and a willing OOnOt, nolthot bolng camponod to bu or 1.11, both havinG nOlonabl. Icnowl.dg. of the nl.vant fact.. ITEM NUMBER DESCRIPTION 1. 500 East ClXJVer Street Mechanicsburq, Pennsylvania 17055 VALUE AT DATE OF DEATH $86,000.00 TOTAL Also .nt.r on IIn. 1, R.ea ltulallon (If mar. 'pac. ,. n..d.d, in..rt additional .h..,. o( .am. dn.) $ 86,000.00 .. ", A US OEPAI11t.1[NT OFtlOlJSING .nd tmn,At'OEVllOPt.!tNT OMD No. l60Nn6' SETTLEMENT S TAT[MENT ~1I"k) KEYSTONE LAND w.,. TRANSFERMINCORPORATED U. TYPE OF LOAN 3425 otkol Sltool Camp HIli, PA 17011 1.IlfU4 IIIHM~ 31ICOtN.UNINS , I IVA I I I com. INS Phono (717) 731.4200 Fox (717) 761.1455 eo fiLE NUMOEn I p, LOAN NUI,lOER 950240 453960304 . MORr. ~ CASE NO,: C. NOTE. Thlllorm 1,lulnilh,d 10 FrIY. ~. Ilalomllntol.c:lu.I..lllemllll co,ll, Amount, paid 10 and b)' Ul. ..llIemenl.genl ". ahown.lllml marhd 'lp 0 01'",.,. paid Dvll d.lh. elolWlg; th.)' "' lhOwn h.t. IOf n!orm.1I0n.1 purpo... and 1Ft not Includld !nth. 101.1.. D HAW: ANOADonEas OF BonnOWEn E_ NAME ANO.t.OOReISOFSEUEA. F. NAMe ANa ...conus OF LENOER: JOHN R. HICHALAC, SR. IISLSN T. COSTSR SSTATS GHAC Mortgage Corporation GLORIA J. HICIlALAC of PA 1017 Mumma Road Camp 11111 PA 17011 Q, PROPERTY LOCATION H IE-mEMENT AOENT: I. SEm[MENT DATE: 500 East Coover Street Kay.tone Land Tra.nsfer, Inc. 09/15/95 HechanioBburg Borough PlACE OF lienLEMENT: Cumberland County 3425 Mark.t St. Camp 11111 PA 17011 J. .U.....ARy OIl.aAROWU', TRAHUCTlaH: K, IU....AAYOIl.ELlIR.. TAANSACTIONI tOO aAOII A"OUNT QUI FAau 10RAaWlA 4C1ll OAOII A..aUNT aUI TO'ULlA IOI.ConlllCI'IIIIP'IC. .uu 401 Conlllcl .11.. ptlc. . lot P"IOl'lIIPIOPIIIV 'Ill P.tlOllll ptOp.,1 10) S.tU.mlnl cha'g"IO bO"O'l'rI' 1111I' '01001 .0_ '" ,.. .., ,.. ,.. Adjullmlnl.lo, II.m, paid b '1IIe,in advanu Ad/U.lmenl.lor lIem, paid bv ..II., in .dvanc. 101 CilynO*fllu ~ 4OICIl)'rrOMlW ~ lOr C<<.ln~W U ~.. . 411' Counly La. ~ I~ . IDI A....amenlt ~ 401 AUlttlf\lnlt ~ tot Illhool ~'~"uo ",.,. 401 School " :J:f/.:J.l 110 Sewl . ".. -", !4.UU 'lD aWl . ",q "..~- J'I.UU '" '" '" ... 110 0'1011 A"OUNT DUI IIA014 .0AAOWlA 8999S .14 410 OAOII A"OUNT DUI TO IILLlA 86680.52 lOCI AMOUNU PAID IY OR IN I.HAL' Of! BORROWER 1?OO REDUCTlOHIIN AMOUNT QUITO IULIA III D'PO'11 or ..lnlll mon.V =.uu Wit EllC... d'PO'il (II' in'lrucllonal 1flJ PtlnCipl1 amounlol new Ia.nll) I .UU IGI S.llIem.nl cherO.alo.aUI' (litI. 14001 D)':f:J..:IU m EdaUng loan('llthn aubjoCIIO Wl3 elll.IInD Ioanl') lak.n .ubi.CIIO ". to4 P1VOll 01 Filii Mati gag. Loan IO. iCI1 Payoll 01 Slcond MOllgtO. Loan lOt ... IO' 10' lOt 10' lOt ... Adju.lm.nl.lor i1.ml unpaid b IIlIe' Adjullm.ntalor II.m. unpaid bv ..11., IIOCUrnllwnla. " 1'0 ClryITllMl Ia. ~ III CoIInltt&ll ~ III_Counltla. ~ '" AUlulJllnlS " II,At"t~11 ~ ... " II> ~ ,,, "' m "' m ... ,It, 0 ... III ... m "' "0 TOtAL PAID nlflOA BOAROWIA 82400.00 '10 TOTAL A.aUCTION AMOUNT aUIIUllA 6995.30 JDll CAlH AT IInLlLlINT 'ROM OA TO BORROW.A 'lIO CAIH ATIITTLIMIHTTD Oil IIRDM 'ILUA ~ 3D1 0'011 amounl du"tom bOttOWIIIllIlI 1201 """ . 1010'01' amounl dUllo ..n,,(lIl'I' 4201 JOl Le.. arnoonllll/d bVno' bOtlOWlIllin. 2201 . &OIl... 'eduction amounl due ..II., IIIn' 5201 '" OA.H IDa rROMI II I Tal BORROWER 759S.14 '" CABH loa TO) III FROM) BELLER 796S5.22 Bvr-,orBol"Il,,",.15IQI'l.IUl. Seq'..$IgNlh..... HUe.! Aav,!J~ ,oao U~ IJU'Ahll.ll" ",',hJ:,lfH.iAllUlHllI,\tjLJlVllLJI',.lUH :,[ III [t,tHn !ilAl[MlIH UJ.lUNu ,!Wl.ll.! l. BE TLEUENT CftAIlOEB '00 'tOTAL '''UII.NOItIR', COUM'bllON ",ud IIn p'lu' 01\1111011 of CO","IlUlOflllln. 10111 Rs1ulk'..... 0 ft $ 10 fOlHox . '0 COOVtul1on paId II {iDtllonllml -.--ss:Tl:lr.ll too. BOCe. 11 10 BORROWER'S FUNDI AT 8E"LUnNY no . .~' "'1,"\\:1" .~~' '". . . i -~,' fW'li~'t' ,- i ; ,,'., .ll . '4: J'.?:l'-V;J!f;itT~~Ff1il.~{o;iH't~'~ ~_'t: '0. '" '" ,.. em ITlUI PAYAILII" CONNECTION WlHllOAN 101 loanOr ....honF.. ... 102 Loan Discount 'Il. 103 ApPII...1 h.la 804 Credll A,potllo &06 hod". Imp.chon r., 101 Mo,1 . ,'nsul.nce Appllc."on reelo eo, AuurnPlion Fe. eo. ax erv os 101 00 or 110 00 ro III on ee 000 IT.... AIQUIAID BY UNPIA TO III PAlO IN "'OYANCI DOl 1n1""llrorn 10 0 S G02. Mewl . ,lntutancI p,.ml\Jm lor roo 10 003. Huard InJuI.ne. P'M11um lor 11.10 ~. fila ... 000 RillA V" DIPOIITED WITH LINDER 'DR 001 Hlllld In'ut.nca mo 0 I DOl MO,lgaoalnlu,."ca mo 0 I 003 CllylTOwWll.l mo 0 I 004. Counl I'l mo 0 I DOl A..,..m4t'll, mo 0 I DOli. mo 01 D01, a re a e moOI 001- mo os 100. TIlLI CHAAGn 101: Salll,m,nl or Clo'lng 1..10 102 Abllllcl or 1111, ,..tch 10 103 Tllla'lamlnalion 10 IO~ TIII,In'uranc, blndar 10 105. Documanl prapat.lion 10 lot. Norary la., 10 101, Allam. '.,... 10 lmludu .boY'llam. No') 108 Tlllaln.uranca 10 (lnckJdu abova IIDm. No 100 LIndoI'. COVII.OII S 110 O....nll'. cova'.gaS III a ee Q a 112 yarn e 0 113 ax ar 8 a s m. DOV.ANM.NT A.COROINa AND TRANIFER CHARan :QI, n'co,din I,u' C.ad I MOIlOlgl I :01 ell Icounl II.JlIllmpl' Ceed I Mortgag., 10] Slallll~'I.mp, O.ed I MO"oog" :O~ sa ornon oeor or 0 ,os )00 ADDITIONAL lliTTLEMINT CHAROEl )01. GiJtv, 10 )01 PllllnlPDcllon 10 orno Oro.rnoun 303 0 ox arr eo or ~, u - a DO an 08 ur ore )06. ruo. er 00 orno n8 400. TOTAL IITTLIMINT CHARal1 Cenltl Otlllnc. 103 'nd 601, SMllOtllJand KI ,..,....Ir..IIleI.....WIt,...-.<Ibylt.I_"'''''gtI'..,flllle.Ullltc'.....,_I...,w'IIIer>eda"III~...I/Iou1lMIhtllUC).'ltnltlNlIllI.I_III. "11~~"''''',lIy.,......... "",""ht,rvt1' _"tot ."''''-III.~d"''fllMboI'_'''In.''IN......H...-.g.CC-DIIfII'''.r_ft...IIl_"''''..lII.....Ild''~.cM.".,lnIt1,ll..''''''d''''_ttteolllltla4dlllNl C..........."OIl ItI"..",U. In Ill" IltI\NC'?,. , HUD CIATIPlCATION 0' .U....AI AHO IILLIA. I h..... CII.'uIy "..w_d the HUD-I SeUlelT\enl SI.llmenl.n(f1o IhI bill 01 m~ knoWd;. and blb.f, Ill, I II'IMI &rid IC(:W.!e IlIlemenl iJ 11'1ICa!p1. and cSilbUlletMntl nII<It on mt ICCOIIIII b~ me III IhlllI"nI.cllOll. 111ll'1htf CO/II"" lhall NW'IIC.lved. coPy 01 tho HlJD.1 S.11ltmenl &lIl41menL ~/~... td~ et /n_.Dl1^,'rt..(1 YY1 ~f<~1l001" ~..,-."""'tl...~ ....,.,..Aclc*.III~ or ro co o or or or or or or or or or or or , o 0 o 0 o 0 o 0 /d, o o .-..........~ '. (C)7,tiiNr1),-?~5) ......'19'1.11". .......N,.AIb'..'''- 9~/S-,?tf 6'A' ~ . '<00 """ """ """ """ """ """ """ ." ruco oraman o . one 0110 ono on on on rans Trans rans hi! ..""",Ill tI.., 'W""N1HQ ".. "....,. ~....:.....gty' ",.~, I.". ""_"''''.1'''' V...... 11.1.. 0II1~"....., ..:,;,..,_ ......1'" w..... C.......l_ ~... ~Ii.d. . I';' ItId "'fW-n.1II. 'r...III... ,." II U, c_ ""1_ lOOt ,"dlul_ 1010 IllJO.l n... .... MllC I 00 0 :'< ""'~).' v,: . :.".t' ' ., '.<i .1~.15(l11K + 1.,..1 '* CO....OHWIALT~ 0' P1HHIYlYAH'A INHUITAN I TAl .nu.N UIIDIN DICIDINT ST TI or SCHEDULE B STOCKS AND BONDS CXSTER, Helen.T. 2195-0663 IAII property 1.1.t1y-ow.od with Righi of SarYl....hlp muot b. dl..l.ood on Schodulo F.I ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. See Atta.ch~ Schedule 3,993.53 ,".- .~ TOTAL Aha onlo, on IIno 2. Roco Ilulollon (II motO 'poco /1 .Mdod, /nlort add/llano' IhM" 01 lomo Jlze,) " , s .. .. \ ...>~---~."';'~;'-- < ."~- Co.tor...B(E.tato.) Estate of COSTER. Helen T. Face Value Date Issued (MonthIYear) SCHEDULE B STOCKS AND BONDS File Number 2195-0668 Serial Number D.O.D Value $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 $25.00 01-57 11-62 02-65 08-65 04-65 05-65 06-65 07-65 08-65 08-65 09-65 10-65 11-65 12-65 01-66 02-66 08-66 03-66 04-66 05-66 06-66 07-66 08-66 08-66 09-66 10-66 11-66 12-66 10-70 11-70 12-70 01-71 02-71 Q1292504986E Q1958228981E Q2101683866E Q2102865923E Q2106445995E Q2111997373E Q2123802267E Q2127303222E Q2127817180E Q2131884112E Q2132142350E Q2187648883E Q2137662482E Q2154267962E Q2154279847E Q2157445474E Q2169201654E Q2170549812E Q2180849601E Q2181220577E Q2181280370E Q2193593626E Q2193982119E Q2209244274E Q2209591360E Q2214315509E Q2218598490E Q2223065615E Q2527728873E Q2533878194E Q2539503714E Q2539514805E Q2515944802E TOTAL $3.993.53 , ," -.-.-... --....-......-- -'.'-'-.-..-'" '.-" .."._~.,...._......"~ .........'-.-- lIV.lJOIlhIJ.l1J ~.a,,:~ ....W/J- COMMONWfALTH O. .t:NNlYlVANIA INK.lnANe. TAX .nulH IIIIOINT Dle.DINt SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY , Plea.e Ptlnt Ot Ty e FILE NUMSER 2195-0663 ESTATE OF CX:STER, Helen T. IAn p,..-rty lolnt'y.owntd with tho Ilghl af Survlvonhlp mu.1 b. dl.cI...d on Sch,dul. ') ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Sale of Real Estate proratioo credits: a. county/Local ~a1 Estate Tax b. school ~al Estate Tax c. sewer 3. PA Depart:rrent of ~venue - Property Tax ~te Mellon Bank * 162-262-2270 $ 69.00 $ 597.52 $ 14.00 $ 378,li5 $ 500.00 $6537.42 2. Harr's Inc. - J\ctioo 4. 5. Bel1Atlantic-~fund $ 8.77 S 8,105.26 (A"ach additional 8~" M 11" ,h.ef. If ,"0" 'pac. I, nl.d.d.) - \ - ~~.....;_..('.:~...~'~-- .".c;.;,-. ~hUI .. .. f . III III .. 6 t .. , :I.:l tB~ Ill... ... ...' 0 N .. .. 'D 1>0 ii!; .. tJllIl :!l . .!l.>e.. .. t~cH! ... III . en I>o! i '" . , .. .. III II II 01 .. .>ci~= ~~~m 1>0... ...1:1 .. ~I'" . t:l I I i. I ... t.~ . . Ih!1 0 :cuu . . . . . III en~l:I:C .. i =i :E"'H~ .. .. III .. II .. .... ... II III '" III .. 1I~! u ~ U 01 ..... .... H ...:>... ... :0 IIl'D . ... ... III .. > . N .. ... III 0 ... UOlU III !! f~ . '" .. :!U... . ~ 1Il.!l I ;1 I I I . ... . . . . . III UIIlU:': . . . . . 8 I'l 1:1 Ill"'''' . III .... .. .. .. .. i! .. ... .. II ... ... ~fcll"f ... 10 0 N ... ..j ... ... ... ... ~ II il :> III .. .. ... 0 ~ 68.:6 .. ji!.>e.. II .. .. ~:I :I . ., ~ = 00" .. u :il '=l ,~ "uo 8 -~ N U "~IIl:l~ N. III I -< . I . .. 6... 1...1Il N ..."'... i Ie "'.<I ... I I . I I N '" 01 N 01 III I II ., I . . . . I. N.rot..... 8UI'llllU ~OC>>r-tCl . . . . ..."IIl..1Il ...1Il...1Il IIV-UIII" 1'."1 .. ~--~ -"",-"-- --..- . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COMMONWEALTH O' 'ENNIVLVAN1A INHERITANCE TAX IUUIN RUIDENT DECEDENT cn3TER, Helen T. ITEM NUMBER DESCRIPTION A. Funeral bpln..s, 1. 2. B. 1. 2. Malpezzi Funeral Hane - Burial Jarres R. Gingrich Men'Orials - Inscriptioo Admlnlotratlvl Costl, Penonol Rlp"..nlatlve Comml..ions Soclol SlcUtily Number 01 Plnonal Rlpr..lnlatl.o: Vlar Comml..lans paid Attorney F..s Nicholas & Foreman 3. Family eXlmptlon Claimant Rolallanship Add".. 01 Clalmanl at docldlnl's dlath Slt..t Mdto.. A. C. 1. 2. 3. A. S. 6. 7. 8. City 51011 Zip Cado -...., -' PlIO" Ptlnt Ot TVPI BE 2195-0663 AMOUNT $4241.50 $ 60.00 $1500.00 Praball F..s Clerk of Orphans O:lurt 229.00 MIsclllanlous bplnlll' Evening Sentinel - Le~al l\dvertising C\lITberland raw Joumal - Legal ;Mvertising TOTAL (Also enter an Iinl 9. Rlcapltulatlan) (II mOtl IpOCI 10 n..dld. Inslrt additional sh..to of lame 1111.) 65.48 40.00 s ;.- r - \ ",,- ~"""~,,,;,,,"----__-'~___"____"__...,#... -~"_""~,,,,-,":"'x,:-::,,,n'.:"~":~^~)L"'/'" OI~III1I1'll:"I. COMMl)HWI.UM O. 'INNiT'VANIA INKllltAHCI u.. anulH I"IOINI OICIOINI SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Pllasl Print or T I FILE NUMBER 2195-0663 ISTAlI or 1 T ITEM DESCRIPTION AMOUNT NUMBER 1. Sale of Real Estate proration debits: a. Re,1olax Realty, Inc., - Ccmnissian 5160.00 b. NotaIY Fees 6.00 c. Disbursenent Fees 35.00 d. Tax Certification Fee 2.00 e. 1\ Realty Transfer Tax 860.00 f. 1995 School Real Estate Tax 772.16 g. ~c:hanicsburg Borough - Sewer 85.14 h. hmr Spec Ham Inspection 75.00 2. PP&L - Open 1\ccount 52.67 3. Bell Atlantic - Open J\coount 21.59 4. Holy Spirit Hospital - Open J\ccount 4.24 5. Bethany Village - Open 1\ccount 432.00 6. Hanedoo - M!dical 78.12 7. .1 She11enhaner & Cb. - Open J\ccount 185.00 8. oor - Open J\coount 13.12 9. United Water 0:>. Of PA - Open 1\ccount 13.22 10. West Shom Energency ~dical Services - Medical 36.00 11. Holy Spirit Hospital - # 7698376 8.50 " TOTAL IAha enlot on line 10, Recopllulallan) (II motw space Is n..d.d, in..rt additional shilts o( sam. sjze,) $ 7839.76 1, I' ~ . ,.'-'~..- ~.~... ',v.UU 'h IJ.lTJ *' COMMOHw'AUH Of "NNn,VANIA INHllnANCI ,.... I'''''N ....OIN'DlClDlH' SCHEDULE J BENEFICIARIES ISTATI OF U,b'!'_, Helen T. FILE NUMBER 2195-0663 ITlM NUMBIR AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP A. Taltabl. a.quIt'" 1. patricia A. Kline 706 W. Pajabon Drive p~a, PA 17078 50% Daughter 2. lbsemary O:lster 925 Chesbiood Avenue 'l'allahasseo, FL 32303 50% Daughter ITEM NUMBER AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS or BENEFICIARY B, Chatitabll and Go'"tnmontal Blqulltll I. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS IAho Inllt on IInl 13, Rlcapitulatlon) S (If motl space 10 "..d.d, I""t! addUlo"al oh..lo of oaml aliI) ... -. .... ....' .... ;~--------------------------------------------------~ _ '010 HUf , i g": ,..,...A.".Ai,.. ..'.0,"8'2.'2'6.,'.'2' COMMONWEALTH OF PENNSYLVANIA ~o. . ' ... ,,' . DEPARTMINT 0' REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX .~ j .rv."'IIil.I~:'~1 RECEIVED FROM, i ACN ASSESSMENT I!I CONTROL ... NUMBER AMOUNT FOREMAN BRUCE D 3e07 NORTH FRONT ST lu1 .",'/UU.UU HARRISBURG, PA 17110 lotO HUf ESTATE INFORMATION. ~ FilE NUMBER ~ el-199:S-0663 EJ NAME Of DECEDENT (lAST) II DATE Of PAYMENT m POsTMAR COUNTY SSN 191-18-4447 (F'RsT) (Mi) DATE Of DEATH m TOTAL AMOUNT PAID .4 , 700.00 ~ VZ RECEIVED BY 1 'Ii. '1/ ./' ,J/J.) I , MAR V C. L.EWIS 1/1t//f.Jdl"t REGISTER OF WILLS REMARKS BTEVE W NICHOL.AS ESQ. CIO BRUCE D FOREAAN ESQ. CHECK" 10140 SEAL REGISTER OF WILLS ,4~-=,:7,::: 7':;.-;:'-7"':"'"'-~--'-~-- --_--0:- -.-;----'": -- - - - - - -- -,--- - - - - - - --,--.-.~- - - r- ". .. - .i . . I .1 . r. , i .," . . "-f /'\ .. . . I... e:' ,., . .. -'." .! / ~ ' , " \. ". ~, t .f ..--- . ~. '. _d to. - ~~ ..':_. , -.,- " ,-'-' ---.~ ,.- \. / I!-' '55~ la REV"1547 EX AFP (12"951* CD""ONWEAl HI Of PENNSYLVANIA DEPAR1HEH' Of REYEHIJ[ BUREAU OF INDIVIDUAL TAkES DE:PT. 210601 HARRISBURG, PI SlUa-0601 ACN 101 NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE 03-11-96 o.!t-' Vv' FILE NO. 08"29-95 COUNTY CUMBERLAND NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS. HAKE CHECK PAYABLE TO "REGISTER OF WILLS. AGENT" REMIT PAYMENT TO: BRUCE D FOREMAN ESQ 3207 N FRONT ST HBG PA 17110 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 Allount R...IU.d CUT ALONG THIS ~INe ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv:i!i4i-ix"AFP"nZ:9ifi"NOTici--oi'"YN"iliifiTAHCE"TAX"APjiiiAisiHENi'";-,'iL.i."oiiAHcE"oli--mmmm""" DISAL~OWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX !STAT! OF COSTER HELEN T FILE NO. 21 95-0663 ACN 101 DAT! 03"11"96 TAX RETURN WAS. (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VA~UE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l eat.t. (Schedule A) IU 2. Stock. and BondI (Schedule 8) (2) S. t1oa.ly Held stock/Partner.hlp tnt.r..t (Schedul. C) 15) 4. "arto.gaI/Hot.. Receivable (Schedule OJ (4) S. C..h/Bank Depollta/Hllc. Parlonal Property (Schedule EJ (51 6. JointlY Owned Property (Schedula FJ (6) 1. Tran.farl (Schedule 0) (7) e. Tot.l A...t. I CHANGED 86.000.00 3.993.53 .00 .00 8.105.26 .00 .00 IBI 98.098.79 APPROVED DEDUCTIONS AND EXEMPTIONS: 6.135.48 9. Fun.ral E~p.n.../Ad.. Co.ta/Hlac. Ewp.n... ISch.dul. H) (9) 10. Dobh/H.doogo LloblUU../Liono (Schodulo 11 1101 7.839.76 11. Tot.l Deduction. 111) 12. Net Velue of Tex Aeturn 112) 15.. Charltable/Governnant.l Beque.t. ISchedule J) (13) 14. Net Value of E.t.t. Subject to Taw 114 J NOTE: If an ......ment was 1.sued prev1ou.1Y, lines 14/ 15 and/or 1&, 17 end 18 will reflect figures that 1ncluda tha total of 6hh re~urn. asse..ed to data. ASSESSMENT OF TAX: lS. A.ount of Llna 14 at Spou..l rat. 115J 16. A.ount of Lln. 14 t.xable .t Llna.l/Cl... A rat. (16) 17. A.ount of Line 14 tal(abl. .t Coll.t.ral/Cla.. 8 r.ta (17) 18. Prlnclpal Tal( Du. TAX CREDITS: PAYHENT DATE 10-25-95 1~.q7c;, ?4 84.123.55 .00 84.123.55 .00 84.123.55 .00 X .00. X .06. X .15. 1111 .00 5.047.41 .00 5.047.41 RECEIPT HUHBER AA082262 DISCOUNT 1+1 INTEREST I-I 247.37 4,700.00 AHOUNT PAID PAVMENT MUST BE MADE BV 05-30"96*. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 4.947.37 100.04 .00 100.04 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.l (.,', c- '.)() R(SlRVATIDNI E.t.t.. of dec.o.nt. dyIng on or b,'or. o.c'~r 12, 1912 .. If snv futur. Int.r..t In the ..t.t. I. trsn.f.rred In po"...IDn or enjoYIIsnt to eh.. I (coll.tlr.U bMMflcl.rS.. of thl dec.dent .ft.r the ,xp'r.tlon of MV ..ht. for life or 'or y..r., the Coeeonwe.Uh hereby ..pr...lv nnrv.. the right to ~r.l.. and ...... tren".r Inh.rltenc:. T.xu .t the ....ful CI... B (colhtenl) nt. on anv 'uch future 1nt.r..t. PURP08EClf' NOTlCEI To 'ulflll tM nqulnHrlt. of SecUon Ut,O of the InhflrUenc:. and Est.t. T.x Act, Act n of 1991. 71 P.I. 'MUon 21U. PAYMENT_ Detach the top porUon of thh HoUc. and .ub.1t with your P'v.."t to thl RIglat.r of WUla prlntad on tha rav.r.. Ilda. --"Ilkl chick or lIOfWy ord.r p'YHh tOI REGISTER OF MILLS, AGENT All plwuntl r.celved m.1I flnt b. .pplled to .ny Intlr..t which ..y be due with any n..lndlr appl1ld to the tllC. REFUND (CRh A nfund of . tlX cnd1t, whIch .... not r.qu..tld on the talC Rlturn, ..y b. raqu..t.d by co..,I.Ung an "Appllc.Uon for Rlfund of hnn.ylvanll Im.r1tMeI IInd Est.t. T..... (REV-nUl. Appl1c.tlon. are av.lll1bla at the Offlc. of thl R.ghtlr of Wllh, MV of thl U Ravenue Dhtrlct afflc.., or by c.lllng th. ,plctal 24-hour ......rlng ..rvlc. nuMMirl 'or for.. ord.rlngl In P.nn.ylvanl. l-100-)62-2DSO, out.ld. Plnnsylvanl. and within local Harrisburg sr.a 0'17) 717-IOM, Too. (717) 772-2252 (Haarl"l I.alnd Only). OBJECTIONS I Any party In Inter..t not "t"flad ..lth thl appr'''..ent, allowanca or dls.llowance of dlductlon., or .......ent of t.x I1ncludlng discount or Intlrut} al .M,," on thh NoUc. IN.t obj'et ..lthln .hty 16D) day. 0' nnlpt of thlt Notln bVI --..rIU.. prot..t to th. PA o,p'rt..nt of A.vtnu., Baird of Appu", Dapt. 211021, HarrisburG, PA I1UI-lOn, OR ...I.et1on to h.v. the ..tt.r dahnln.d et audit of the account af the p.rson.1 r,pr...ntlt1vl, OR --app..1 to thl Orphan.' Court. ADHIH ISTAATlYE CDRRfCTIDHS, INTEREST I hotull Irrors dlleov.nd on thh ......eant .hould b. .ddra...d In wrltlng tOI PA D.plrt.."t of A.vMlUtl, lur'l\I of Individual T.ICU, AnN I Po.t A......."t Aavl... Unit, D.pt. 280601, H.rrllburg, PA 17121-0601 Phone (717) 717'6505. ,.. plga 3 of Ih. bookl.t "In.truot1on. for Inheritance Tlx A.turn fo,. a R..ld."t Dse.d."t.. lREV-1S01) for'" IlCpl.".t1Dn of ldelnl.tr.Uv.tv cornotlble errorl. If env tax dull It p.ld within thru UI celendar eonth. .fter th. d.e.d.nt'. d.ath, I fiv. p.runt (S:cJ discount of the t.1C p.ld I. .llowld. Inhr..t .. charD" MglMlng with first day of d.llnqu."ey, or nln. I') .unth. and one (11 dlY froe thl dlta of de.th, to the dlt. 0' plYU"t. TI... Which blCllla d.lInquent b.fon Jenu.,~ 1, 1912 b..r Inter..t at thl nt. of .h (6X) peru"t p.r IMUI nlcul.t.d .t . dilly r.t. of .000164. All t.... which b.c... d.lInquent on end aftlr Januery 1, 1912 ..111 bur Int.r..t .t I rata which will vlry fry ulandar y..r to callnder Vllr ..lth th.t rlt. ~ed by thl PA o.perl...,t 0' R.venu.. TM app1lcabl. Inter..t rat.. for 1912 through 1996 .rll anCien, !!!! Int.,ut A... D.lly Inter..t factor V.er Int.r..t Aat. Dally Int.,..t Fector 1912 m .000S4I 1987 'X .001247 1913 16X .0004>'1 1'.8-1991 m .00OJOI 1914 m .00DSOI 1'92 OX .DD0l47 1915 UX .00DSS6 1'93-1994 'X .000192 191' lOX .000274 1'9S-1'96 OX .DDOlU ulnt.r..t .. c.lcul.ted .. 'ollowlI INTEREST . BALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "Any Hotlc. It.ued efhr the taM b.cn.. d.llnqu.nt will r.fI.et ." Int.,ut calcul.tlon to flft'MI (15) d.ye MVond the dlt. of thl ......lIIftt. If pay.",t .. ..d. .'hr th. Inter..t cOltpuhtlon d.t. .hown on the Notle., addltlon.l Int.,..t ....t b. c.lcul.t.d. ~.. .... ,,- ...... ..... rl-- ____~_. __ _. _._______~___.._._._., .._........__ '___' ._ ...._ ._____ .~_ ._._ __ _..~ I I I ) RECEIVED FROM. & m AMOUNT FOREMAN BRUCE D se07 NORTH FRONT OT JOl .100.04 HARRISBURG, PA 17110 'OtO HfI,_ (LAST) HELEN T SSN 19J-18-4447 (FIRST) Mil . CUMBERLAND DATE OF DEATH m TOTAL AMOUNT PAID .100.04 , DO \ ) " ;: .-",' . RECEIVED BV ./ /l1( J., ..~o~,~.. !r.u',((/, //I!...-' MARY c. LEWis A /t..i'l;::! REGISTER OF WILLS REGISTER OF WILLS i~/ij' :--------------------------'-7~~7---~ . REMARKS BRUCE D FOREMAN ESQ SEAL CHECK" 6674 -'r 0" .. , : ." , .., ..~ .j I " , .., \. i. r . . .f .---,. r~ -. -;":"""~..JJ ~ - -. , . y . ~ ~ ~,- .. ~--~--~- -::;- ~- .... ~ .~- ~--, -- .. ... REV-1547 EX AFP 112-95* COHHOHWEAlTH OF PE~NSYlVANIA DEPAATHE~T OF REVENUE BUREAU OF INDIVIDUAL fAXES DEPf. ZlID6Dl ItARR1SBURO, PA 171211-0601 ACN 101 NOTICE Of INHERITANCE TAX APPRAISENENT, ALLOWANCE OR OISALLOWANCE Of OEOUCTIONS AND ASSESSNENT Of TAX DATE 03-11-96 ST E OF FILE NO. DATE OF DEATH 08-29-95 COUNTV CUM8ERLAND NOTE. TO INSURE PRDPER CREDIT TO YOUR ACCOUNT. SUBNIT THE UPPER PORTIDN Of THIS fORN WITH YOUR TAX PAYNENT TO THE REOISTER Of WILLS. NAKE CHECK PAYABLE TO "REGISTER Of WILLS. AGENT" REMXT PAYMENT TO: BRUCE D FOREMAN ESQ 3207 N FRONT ST HBG PA 17110 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 Anount Reni tted . -- CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR VOUR RECORDS ~ REV:is'4TEx-iiFP--iiz:9SriliificE--OF-YIiHEiiiTANCE-TAx-jippRjiisEjj€iiT~--iimiwAiicE-ijR----------------- DISALLOWANCE OF DEDUClIONS AND ASSESSMENT O~ TAX ESTATE OF COSTER HELEN T FILE NO. 21 95-0663 ACN 101 DATE 03-11-96 APPROVED DEDUCTIONS AND EXEMPTIONS: 6,135.48 9. funeral EKP.n..s/Adn. Cost./Hi.c. Exp.n... (Schedule H) (9) 10. O.bh/No"t.... Llobll1t1../Ll.n. ISch.dul. II lIOI 7.839.76 11. Tot.l D.duotion. (11) 12. Het Valu. of TaK Raturn C1Z) 13. Charitabla/Gov.rnn.nt.l Baqu.st. eSchedule J) (13) 14. Nat Value of Eat.t. Subject to Tax (14) NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will re~lect ~igures that include tns total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Lin. 14 .t Spous.l rat. (15) 16. A.ount of Lina 14 taxabl. at Lin.al/Cl... A rat. (16) 17. A.ount of Lina 14 taxable at Collat.ral/Cla.. B rata (17) 18. Principal TaK Du. TAX CREDITS I PAYNENT DATE 10-2S-95 TAX RETURN WAS' I X I ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED CNI ORIGINAL RETURN 1. Raal E.tat. ISchadule A) (1) 2. stock. and Bonds ISch_dule B) (2) 3. Clos.ly H.ld Stock/Partnership Int.r..t ISchadula C) (3) 4. Hortg_gas/Nota. Racaivable ISchadule D) (4) 5. Cash/Bank D.posit./HJ.c. Par.onal Prop.rty (Sch.dula E) IS) 6. Jointly Own.d Prop.rty (Schadule f) (6) 7. Tr.nsfers (Schadula G) (7) B. Total As..ts RECEIPT NUNBER AA082262 DISCOUNT 1'1 INTEREST (-I 2(,7. 37 PAVMENT MUST BE MADE 8V 05-30-96*. I CHANGED 86.000.00 3.993.53 .00 .00 8.105.26 .00 .00 lal 98,098.79 B.97G '4 84.123.55 .00 84.123.55 .00 84.123.55 .00 X .00_ X .06_ X .15. IUI .00 5.047.41 .00 5.047.41 ANOUNT PAID 4,700.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE . If PAID AfTER DATE INDICATED. SEE REVERSE fOR CALCULATION Of ADOITIONAL INTEREST. 4,947.37 100.04 .00 100.04 If TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" fCRI. YOU NAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORN fOR INSTRUCTIONS. I i:fj;"tl';'~!!)~~~:.~7f;~,~.f~~ief..tf;>%~~~'~'';,,\ ^ ......-- -....-.--.... ~ -- . .'.._.....;.~ :.,-'.::';:-:"':~._;i; :';.t:; ':'-<,.:.-~~---..::~: ~:' I.AW OttIC.:S NICHOLAS & FOREMAN STEVE C, NICHOLAS BRUCE D. FOREMAN JEFF FOREMAN JAMES L WALSH 3207 NORTH FRONT STREET HARRISBURG, PENNSVLVANIA 17110.1311 TELEPHONe (7171236-9391 FAlC (717) 2311-6602 FILENO; March 2B. 199B Honorable Mary C. Lewis ReglBter of Wills of Cumberland County Cumberland County Courthouse Carlisle, PA 17013 InRe: Estate No. 21-95-663 Estate of Helen T. Coster Dear Ms. Lewis: Enclosed please find a copy of the Notice of Inheritance Tax Appralsment dated March 11. 1996 with regard to the above matter. Also enclosed Is our check payable to the Register of Wills, Agent In the amount of $100.04. Please forward a receipt to us In the self-addressed stamped envelope which Is enclosed for your convenience. Very truly yours, ./q e--< -... Steve C. Nicholas SCN.mar enclosure ., p~ 3;;)- g. .,IJ Eo,: i_~ -" - ~I. U;,'. c:J 9"'" ~g itJ )i:;:a. .:..1 ~ ~ :n Is (jj'a ;;; rc "'t. =t 0.0 ~~; ~12 en o ... I - Ql ~ .,; T '~,' "~ -. ,',., . ','. . . LAW OFFICES NICHOLAS & FOREMAN 3207 NORTH FRONT STREET HARRISBURCl, PA 17110.1311 ~..,..",... ~ ,(~<jiih~~' '" PM ~. " :1. .. ::: . 2 'J '~t.R .....,. 'r"Jf),f. ./ PA 1"i"13 ~ '155*3 03;29/ .- -' . HBG '. 0'1 ~~ 7i ~~ r. (~ 15: ,. c:?/-C/5 - 6~3 .- ..r;' ., Honorable Mary C. lewls ,~ ~ .. iJi* ; ~ Register of Wills of Cumberland County (' ~i) ~'g '.,' .0 Cumberland County Courthouse ~ .;:: E Carlisle. PA 17013 a: a: ~d 1111111111111,,1.,,11..1111,,111 ~,-;. , 11"11"11.,,11,,.11.1,1,,..1.1101,,1 \ \ \..-~ ./ r ._ ....--J.. .. .' . ',' ,'/1lIc '. 'l ,. · .:1 :~", . . ~ , j ': .1 ,. it.., - I , a.}. t'I' .,. ~; "'-' ': " . .( r-" i r I i ( , , , I IL', I v I') ,';:> _J) - -) -) . {'1 L)__- R!V-1607 !X AFP (12-95* COttHOtM:Al1H Of' Pl:NNSYLVAHIA IJ[PUTftE.NT Of R(Yt:HUE BUREAU Of' INDIVIDUAL TAMEI Dl:P1'. ,.0601 HAARIIIURG, Pi 1712'.0601 ACN 101 INHERITANCE TAX STATEMENT OF ACCOUNT DATE 04-15-96 COSTER HELEN T FI~E NO. 21 95-0663 DAT! OF DEATH 08-29-95 COUNTY CUMSERLAND HOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE ADDRESS SHOllN. HAKE CHECK PAYABLE AND REHIT PAYHENT TO. , BRUCE 0 FOREMAN ESQ 3207 N FRONT ST HBG PA 17110 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 AllOUI'lt R..1tt.d CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ~ iiE'v:ii.iij-iif-iij:p-n'F9sr-----liii.--iiiifiliiTANcE"fAif-iii'A"fifik-'WiiF-AC-ciiuN"f--iiili--------------------- ESTATE OF COSTER HELEN T FILE NO.21 95-0663 ACN 101 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS. HE CURRE BALANCE AND IF APPLICABLE A PROJECTEO INTEREST FIGURE. DATE 04-15-96 DATE OF LAST ASSESSMENT OR RECDRD ADJUSTMENT. 03-04-96 PRINCIPAL TAX DUEl. 5,047.41 " -------. PAYMENTS (TAX CREDITS). PAVMENT DATE 10-25-95 03-29-96 RECEIPT NUMBER AA082262 AA1l2693 DISCOUNT (+) INTEREST (-) 247.37 .00 AMOUNT PAID 4,700.00 100.04 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST TOTAL DUE 5.047.41 .00 .00 .00 · IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATION OF ADOITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN '1, HO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT- ICRI, YDU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I P..YHlEHTI po 3m :;> C" ", It. .. "," -. i1i ,', ci ()\ Pc - () :oc: )>;::l ~ ;g J:::I :1::0 \Q UI W o.tllCh the top porUon of thh NaUc. MIl aut.1t wtth your pap."t .Mil p.v.tll, to the n... and eddr... prlntld an U. revlrse .IM. -- If RESIDENT DECEDENT ..... ch8ck or 110M' ardlr pavllbl. tal REGISTER OF WILLS, AGENT. ... If NQH"RESIDEHT DECED€NT INk. chick or IIOMY order plvllble to, COHttOHWEALTH OF PENNSYLVANIA. ..U ,.~h rlKelved ahlll be appUed first to any Intlre.t which .'V bI duIi "Ith any r...lnd11r ~Ued to the tax. REfUND CCRh .. refund of . tn cr8dtt, which .... not r~.ted on thl Tu R.turn, NV be n..,..t8d by cCMlpleUng ." "Appllc.tlon for R.fund of Pennsvlvanl. Inhlrltence and E.t,te Tex" CREV-IS1S). Application. are .v.llable .t the Office of the RIgl.t.r of Will., any of the 2S Rlv~ Ol.trlct OfficI' or 'r~ the Depart""t". 24"hour anlNlrlng ..rvlc. nu.bar. 'or 'or.. ordlrlng, In Penn'vlvanl. 1"800-S62"20S0, out.lde Penn.vlvanl. end ..Ithln locel Harrl.burg are. (717) 787-1094, TDD. (717) 17Z-ZZSZ CH..rlng lap.lred only). REPLY TO, DISCOUNT' IHTERfSTI Du..Uon. r,,'rdlng arrors cont.lned on thh noUce .hould b. addr...ed to, Pi D.p.rt...,t a' R.v...., Bureau 0' Individual T...., ATTN, Pa.t .......aant R.vl... unit, D.pt. 210601, HarriSburg, PA 17121"0601, phone (717) 717"6505. If InY t.x duIi I. paid ..Ithln thr.. (S) c.lend.r ~tha .,t.r the d.c.dlnt'. d..th, a flv. p.rcent C5~) dl.count 0' the tax PIld II .llowed. Int.r..t I. charged blglnnlng with flr.t d.v 0' d.llnquency, or nine (9) ~th. and one (1) d.v fro. the d.t. of de.th, to the data of Plyaent. Tax.. which bee... d.llnquent b.for. Januarv 1, 1912 b.ar Int.r..t at the rata a' .Ix (6XI parcent par ~ calculated at . dallv rat. 0' .000164, All t.x.. which bee... delinquent on and aft'r Janu.ry 1, 1'12 will be.r Int.r..t .t . rat. which ..Ill vary fro. c.l-ndar y.ar to c.lendar v.er with th.t r.t. announced by the PI. Dep.rtaent 0' R.venue. The appllcabl. Int.r..t rat.. 'or 1912 through 1996 .rel v.., Int.r..t Ret. Deily Int.r.st Factor V..r Int.r..t R.t. D.Ily Int.r..t Fector 1"2 "X .ODOS41 1917 OX .000247 I.n 16% .0G04S1 19....1991 IU .00usOl 1884 IIX .000SOI I'" 'X .000247 1915 In .aDOS56 199'''1994 n .000192 I... lOX .ODDU4 1995-1996 OX .000247 -"'Int'n.t I. c.lcul.ted .. 'ollow.. INTEREST . IALAHC8 OF TAll UNPAID X NUKIER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notle. l..ued aft.r the tax bac~. delinquent ..Ill r.flect en Int.r..t c.lcul.tlon to fifteen (15) deya bevond the d.t. a' the ........"t. If papent II .... .'hr tM Int.r..t COIIpUt.Uon data thoMn on the Hotlc., ~Itl~l Int.r..t .u.t be c.lculeted. . :u:O ~g ,';'a It! ~:; II C", .,::;.... .,,~~ d :Sa. u>g. Ii ~i I STATUS REPORT UNDER RULE 6.12 Name of Decedent I Helen T. Coster Date of Death I August 29, 1995 Will No. 1995-00663 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 completel Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I 3. If the answer to No. 1 is Yes, state the followingl a. Did the personal representative file a final account with the Court? Yes No X . b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. .., Date: 6 -2..~-q C -...d ~\::? ---::- ( .......( Signature Steve C. Nicholas I Esquire Name (Please type or print) "' - 0", .n:;': ~,- . ~ .~ In t':I N fi: t!t ?a: , , 3207 !>brth Front !'ltreet Address ~- oj - I I " .j i.J -., In7 ) 236-9J91 Te 1. No. \., \ U -- , , L..__ o ~.: U'"' 0>0: 0: " " .,~ E O>_~ Ou (MAHlrmflAM3) ~ ~ Capacity: Personal Representative X Counsel for personal representative