HomeMy WebLinkAbout95-00683
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1I1verto M. lIomokor
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al.'ifl kilO""" us _________p____.__________
I)ETITION Fon l)nOnATE IIlId GI{ANT OF L1~TTlmS
No. _O;L~q_5 -lR.f .3
To:
_________ I{egl>!e, of Wills for Ihe
, 1h'''''II""r1. Couuly of cumbor1end In Ihe
Sodll' S""/lrlly No. 209-12-5577 Conllnllnwelllth of Pellllsylvanla
The pelltion of Ihe undersigned respecll'ully 'cprescnls Ihlll:
Yon' pelillone'ts), who is/II,e IK )'ellrS of IIge or olde, IIn Ihe eseCUIOr
In Ihe laS! will of Ihe IIbove decedenl, daled AU\luat..2li,
and codlcll(s) dilled
mllned
, 19..95..-
(\IIUe rdrUlIIl d":UIlI\II1I1(C\, C.Il. h'lHllldnllflll, dl'Ulh nlc\ct'lIInr. tiC,)
Decendenl WIIS dOllllciled III denlh In Cumberland County ,__ Counly. Pellnsylvanla, with
h er IlIsl fllmlly 0' prlncip"1 residence 01 J;!LJ:hloOng1 Drlve
car1iale.,_NoJ:.th.JUddletolLTownahip ,_CumberlaIllLCounty.,-l'J\
tll\1 "'1(,l'I, I1l1l11hcr UIllIIIIIIIII:111nlil)'J
September 7
Decendenl, Ihen .J2 )'ellrs or IIge, died
nl __carll..,.. lIospti:a.l-,_Carlislll.JlI '
Excepl ns I'ollows, decedcnl did nollllllrry, wns nol \llvnrced 011I1 did nol hove a child born or adopled
ofle, execullon of Ihe willolTered for I"ohale; wns 1II11lhe vlcllmof n killing nnd was never odjudlcoled
incoll1petent:
.19 95
Decclldellllll dealh owned properlY wilh e>!lnllllcd vlllues liS follnws:
(If domiciled In I'll.) All personlll prope,ly
(If 1101 domiciled In I'll.) Pcrsonnl properlY In l'ennsylvlIlIllI
(II' Illll domiciled in I'll.) Personul properlY In CllUllly
Value or ,en\ cslllle In l'ennsylvlIlIllI
sllualcd liS I'ollows: 125 Channel Drlve
North Mldd1eton TWo.. Carlisle. I'll
$ 210,000.00
$
$
S-.$..4..0.,nnn nn
WIIEREFOIW, pelilioner(s) ,especll'ull)' ,equesl(s) Ihe problll. uf Ihe laS! will and codlcll(s)
",esemed he,ewilh IInd Ihe grnlllof lellers_teElUlmentaJ:.y.
I Ih."lilllll'II11Il~'; mllllinl\lfllllUlI 1:,1.11.; ntll11lnhlfallnn d,h.n.c,l.n,)
11".'1011.
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OATH 0... PlmSONAL Iml)I{ESENTATIVE
COI\IMONWEAJ.TII 011 I'ENNSYJ.\' ANIA I .'"
COU NT\' OJ! ,_ .' _J:umbllullnd J :::;.
The pellilo"elt'lllhove'"l1llled swemts) m IItll'Ill(S) Illllllhc SllllelllenlS IlIlhc fo,egolng pellllon arc
trlle ami com'cl In Ihe hcsl or Ihe kllowledge IIl1d heliei' of pctltloller(s) nlld IInlllls personal 'epresell'
Iallvc!sl or Ihe 1I111"'e deccdelll pelllloller(s) will wcll alld Irllly IIdllllnlsler Ihe eSlllle according to low.
5wmn, 10 m IIl'flrllled and SI,lhSCrlhed~. i!iu,J~fO,.a ~/'t- ,,;;;:f '"
hel'me IllL' Ihls ______12.TH____ dll\ or lI,,! C1orollco E. DUP~- ~'
7111:!ft!EJt~_~-{Jmt -- I
~y C. LEWIS II"~I,I/.'r _ -- - .:c.
55- (p
N , 21 - 95 - 683
I.
1<:Slalc of
A1verta H. "amaker
, Dcccascd
DECREE OI~ I)IWUATE AND GRANT O}' LEITERS
AND NOW SEPTEMBER 12. 19~, In conslde,etlon of the petition on
the reverse .Ide hereof, sotlsfoCIO'Y proof having been p,escnlcd befo,e me,
IT IS ,DECREED IhRt Ihe 1Il5I'Umenl(') doled AUGUST 29. 1995
described Ihereln be Rdmllled 10 probole and filed of record ns lhe 10.1 will of
ALVERTA M. HAMAKER
IE~IAMENIARY
REV CLARENCE E DUPERT
and Lellers
ore hereby gronled 10
reES
Pro bale, Lellers, file, ,.,."... $
Short CerllncolCS(10 . .. .. .. ... $
Renunciation ................ $
JCP
270.00
~n.nn
Jo . Zepp, III ID 52662
A TIORNHY ISup. CI. I.D. No,)
P.O. Box 204, 8438 Carlisls Pike
ADDRESS
York Sprinqs, PA 17372
1'1I0NE
(717) 528-8900
Filed
$ 5.00
TOTAL _ S 305.00
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Mailed.letters and order to attorney'on 9-12-95,
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LA:jT \>11,L AIiD 'l'EG'l'M'1EHT
of
AJ,vrmTA N.HAHAKEH
I,Alvcrta ~l.Hamakcr,of 125 Channel Drivc,Carlisle I'a,
of North /oliddleton Township being of sound mind and
memory,do make,publish und declare this my lasjJ \~ill
and Testament thereby revoking any and all wills by me
heretofore maae.
!::!!:!:!:!: I direct that all my just debts and funeral expenses
be paid by my Executor,hereinafter named,us soon as possible
after my decease out of my estate.
I have appointed Hev,Clarence E. Dupert of 771 Bermudian
Ck.Rd.East Berlin Pa,ns my Executor or Administerator.
2~22n~_ That $3000.66 Three thousand dollars go to RQv.
And Mrs Clarence E. Dupert.
~h!!:~_ That the realstste and personal belongings be sold
at ~blic sale and be divided between My sister Adele Keecb,
and Fannie Pechart.
~h!!:~ That all currency,stocks,bonds,CD.be equal divided
between Adele Keech and Fannie Pechart.
E2!:!!::!:h. If either one of these two be deceased at thetime of
my death,themr share is to go to Rev.and ~~s Clarence Dupert.
If both be deceased at the time of my death,the Estae goes to
Rev.and Mrs Clarence Dupert.
IN ~IITNESS \'IHlffiEOF, I have hereunto Bot my hand this 29th .
day of August 1995 , .. ":~')?7 f/C<,'J?1 o/( JJJ
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NOTAn:AL SEAL
JACQUELINE C, WOLF NOTARV PUBUC
CARUSLf. BORO, CUMBERlAND cowm ""
MV COMMISSION EXPIRES MAY 18. 1m
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21 - 95 - 6BJ
REGISTER OF WILLS OF COUNTY
OATH OF SUBSCRIBING WITNESS
----...
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(each) a subscrlblns witness to ttlC'. II p,esented herewilh. (each) belns du
law, depose(s) and say(s) that
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sHfied accordlns to
present and saw
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request of testal In II presence and
other subscriblns wltness(es)).
slsned as a wilness at the
f each other) (In the presence of the
Sworn 10 or affirmed and sub
me this
(Name)
(Address)
Register
(Name)
(Address)
REGISTER OF WILLS OF Q..\J",t','i?r1A~ ~ COUNTY
OATH OF NON.SUBSCRIBING WITNESS
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(each) a subscriber hereto, (each) belns duly qualified accordlns to law, depose(s) and say(s) that
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10 the best of +h~ I r knowledse and belief.
(y\_
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Sworn to or affirmed and subscribed before
me this 12TH day of
EPTEM 9 95
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III re: Estatc of Ah'cl'ht M. 1I111111l1lCr,
Deccllscd
: IN TilE couln OF COMMON I'LEAS
: OF ClIMlllmLANI) COllNTY,
I'ENNSYL VANIA
l,U
NO. ZI-95-1Itl
FAMILY SE1-I'LEMEN'J' ANI)
INI)I~MNI111CATION AGlmEMENT
Ilium ON IIEIIALI1 011 llEV CLAltENCE
nUl'EllT, EXI~CU'J'OIl OF TilE I~STAl'E
: OF AINmrrA M. llAMA 10m, UECEASEU
WHEREAS, Alverta M, Ilmllllkcr wilh her Illst uddress lit 125 Chllnncl Drive, Cllrlisle, CUMOERLAND
County. Pennsylvania, died testate 011 September 7, 1995, The courl order dated Septcmber 13,
1995 wus duly udmilled to probate by the Regisler of Wills ofCul1Ibcrhmd County, Pennsylvanlu althe above
number WId term; und
WHEREAS, Rev, Clurence E. Dupelt hus been duly uppoinlcdus Execulor of the Estale of AI verla
M. Hamaker, Deceased; and
WHEREAS, the parlics in inlcrcsl10 lhe eslute of Alvcrla M, Ill1maker, arc:
(I) Adele Keceh, sister
(2) Fannie Pceharl, sisler-in-ll1w
(3) Mr, und Mrs, Cll1rcnee E. Dupcrl, fricnds
WHEREAS,ull known oulsll1nding debls I1mt obligulions oflhc Dccedcllt huve becn paid in full,
except for the filing of the 1995 tax rclurns;
WHEREAS, each of the parties to tbis Agreement has been furnished with II complete list oflhe eslale
assets alld reccipts,ullached hereto as Exhibit "A" Ilnd disburscments as set forth on the accounling nllached
hereto us Exhibit "0"; and
.,.. UiQl4Il , ~l~"';a(.t11.'t~.WI~"',"I.!i~"'J,\ftl~l:N."M;wUI'D*i~f,t'M".;.;,r-""f..~'
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WIIEREAS, it is the desire of the parlies 10 this Agreemcnt. thut linul distribution of this eslute be
accomplished without a fbr/11uluccounting to the Orphuns' Court Division of the Court of Con un on !,Ieus of
Cumberland County, !'ennsylvania,or any other court of competcnt jurisdiction, it being the desire of the parties
to avoid the expense of a formal accounting; and
WHEREAS. the parties to this Agreement each acknowledge they have received a proposed Summary
of Account attachcd hereto as Exhibit "C".
WHEREAS, the parties to this Agreement each acknowledge they have rcccived a proposed Schedule
of Initial Distribulionallached hereto and marked as Exhibit "C"; and
WHEREAS, each of the parties to this Agrecment docs acknowledge their receipt fromlhe Executor
the distribution, if any, as evidenced by Receipt of Distribution which is attached hereto and marked as
Exhibit "D".
NOW, THEREFORE, WITNESSETH, in consideration of the mutual promises, covenants and
agreements recited herein, the parties do agree as follows:
I. Each of the parties to this Agreement docs hereby release and forever discharge the Executor from
any and allliabilily which may from time to time arise in connection with his services as Executor ofthe
Eslate of Alverta M. Hamaker, Decellscd, The parties do Itlrther agrce to indemnify and hold harmless the
Executor, from any and all liability which may arisc againstlhe Estate from creditors or other claimants.
2, Each of the parties docs hereby acknowledge receipt of the assets, if any, described in the Exhibits
attached hereto.
3. Each party to this Agreementacknowledgcs that this Agreement shall be indexed and recorded in
the estate proceedings in this or any other stute, and that the terms hereof shall be binding upon their
respectivc heirs, successors, administrators und assigns.
4, This Agreemenl sholl be governed by Ihe Inws oflhe CUl11l11onwenllh ofPennsylvnnin,
<<
Doled this ~ dny of Jnnuory. 1996.
WITNESS:
~r~~
~A /f .0", ~7~~ ~/./
dele Keech
1~ 4:dlt.d-
Fonnie Pechar!
~' ~t.c~~ ~r,g-:
rs, Clorence Duper!
~c~
Clorence E, Duper!
ACCOUNTINO 011 TIlE ESTATE
Of
ALVERTA M. HAMAKER, DECEASED
ASSETS
DESCRIPTION
AMOUNT
I) Property situate in North Middleton Township, Cumberland
County, known as 125 Channel Drive, Carlisle, PA
$37,922.0l
2) Checking Account Meridian 32415318
$8,270.28
3) Savings Account Meridian 8337904204
$31,993.52
4) Meridian CD 3034009609
5) Meridian CD 3034010243
6) Meridian CD 3064067550
7) Meridian CD 4608846988
8) Mellon Bank Checking 182-109-6540
$40,000.00
$lO,OOO.OO
$1,503.07
$5,000.00
$5,916.29
9) Meridian Interest Check
$39.49
10) Prudential Interest Check
$111.31
II) Car: 1985 Renault
$1,000.00
12) Personal Property
$1,916.50
13) Phone Refund
$5.30
$81.60
14) Refund from Car Insurance
15) Mellon Bank Income Certificate
$5,004.04
16) 2,356,00 Shares of Prudential
TOTAL
Exhibit "1\"
$24,930.63
$173,694.04
ACCOUNTING OF THE ESTATE
QE
ALVERTA M, HAMAKER, DECEASED
DISBURSEMENTS BY EXECUTOR
DESCRIPTION AMOUNT
I) Ewing Brothers Funeral Home $6,428,10
2) Burial Clothes to Clarence Dupert $15.00
3) Rev Clarence Dupert, Executor $7,500.00
4) John C. Zepp, 111, Esquire $7,500.00
5) Cumberland County Register of Wills $ 305.00
6) Cumberland !:ounty Legal Journal $ 40,00
7) The Sentinel $ 78,00
8) B,F.1, (dumpster) $ 290,00
9) B,F,1. (dumpster) $ 77.49
10) Register of Wills (filing return) $ 15.00
II) Recording Family Agreement $ 17,00
12) Register of Wills Agent, inheritance tax $ 21,536.96
13) Roger Bitner (work for decedent) $ 195,00
14) United Telephone $ 7.48
15) PP & L (electric bill) $ 88.25
TOTAL
$44,094.49
Exhibit "B"
ACCOUNTING OF TIlE ESTATE
QE
ALVERTA M, HAMAKER, DECEASED
SIIMMARY OF ACCOUNT
Estate Assets: S 173,694,04
Less Disbursements S44,094.49
BALANCE: S129,599.55
PROPOSED INITIAl. STATEMENT/SCHEDULE OF DISTRIBUTION OF
nm ASSETS OF TIlE ESTATE OF
ALVERTA M. HAMAKER. DECEASED
J/ The following eash is hereby proposed for distribution to Adele Keech pursuant to this Agreement:
jf,1f,,,, f'\lt' J./l.A1'R*b
Sixty-one ThousanlY($6I,1l00.00) Dollars, plus 1/2 ofthe remainder in the estate account
after 1995 tax returns are filed.
The following cash is are hereby proposed for distribution to Fannie Pechart pursuant to this Agreement:
Sixty TIlOusand ($60,000.00) Dollars, plus 1/2 of the remainder in the estate account after 1995 tax returns
are filed..
The following cash is hereby proposed for distribution to Mr. and Mrs. Clarence Dupert
pursuant to this Agreement.
One Thousand Five Hundred ($1,500.00) Dollars
Exhibit "e"
RECEIPT OF DISTRIBUTION, AI'I'ROV AI. OF ACCOUNT AND RELEASE
The undersigned, Adele Keech, Fannie I'echart, and Mr. and Mrs. Clarcnce E, Dupert
being those interested under the Last Will and Testament of Alverta M. Hamaker, Deceased, desire that the
Estate be distributed without the formality of a court accounting.
The Executor of the Estate is willing to consent to such distribution upon receipt ofa proper release,
which is the purpose of this document to provide. In consideration of the willingness of the Executor to make
distribution without the fonnality ofa court accounting and agreeing to be legally bound hereby, the undersigned,
individually, and on behalf oftheir respective heirs, personal representatives, successors and assigns,
do hereby:
1. Waive the filing of an account of the administration of the Estate in any court,
2, Declare tlmt they have examined the attached informal account and proposed statement/schedule of
distribution of the Executor of the Estate of Alverta M. Hamaker, Deceased; find it to be true and correct in all
particulars; accept and approve it with the same force and ellcct as if it had been prepared and filed with, audited,
adjudicated and confinned absolutely by a court of com pc ten I jurisdiction; and as if the balance of principal and
income had been awarded by the court in accordance with the statemcnt/sehcdule of distribution.
3. Warrant that the beneficiaries, Adelc Keech, Fannie I'cchart, and Mr, and Mrs. Clarcnee E. Dupert,
named in the infonnal accounts and statements/schedules of distribution are entitled to receive the
entire distribution thereof in accordance with the informal account and statement/schedule of distribution.
4. Warrant that the they know of no outstanding and unsatisfied claims against the Estate and approve
the distribution of the balance of principal and income shown in the informal accounts and statements/schedules
of distribution to the persons set forth therein.
5. Absolutely and irrevocably release and discharge the Executor, his heirs, personal representatives,
Exhibit "D"
succcssors wid assigns of and frum uny and ull actions, Iiabilitics. claims und dcmunds relating in any way to
thc administration of thc Estutc und distribution inuccordllncc with thc informlllllccountllnd stlltcmcnt/schcdulc
of distribution und withoutu court accounting and udjudicution.
6. Agrcc to indcmnify and hold hurmlcss thc Exccutor, his hcirs, pcrsonal rcprcscntativcs, successors
and assigns, fromllnd lIgainst any claims, liabilitics, loss or cxpcnsc (including costs und counscl fces) urising
from any cause whatsoever, which the Executor muy incur as thc rcsult ofthc administration of the Estate and
its distribution in accordance with this document to the extcntto which they have received distribntion under this
agreement, including, but not limited to, any Iiubility for any Federal Estate Tax, Pennsylvania Inheritance
Tux or any other death tuxes, und uny Fedcral or Pennsylvunia Income Taxes and Pennsylvania Personal Property
Tuxes, together with any interest, penulties and costs incidentalthercto, relating in any way to the Estate and also
including, but not limited to, any assets received or payments or distributions mude by reason of any negligence
or mistake of law or fact.
7. The undersigned hereby acknowledge receipt of those assets as set forth on the proposed
slntement/sehedule of distribution as of the date of the execution of this receipt of distribution, approval of
account and release.
Date: /-;>:1. 'l' b
WITNESS:
,
--7 -~ ~
r" -t":A ...,"".'...., /, ~c:::
/ I" f
/7 -' 'J '2./ /
{tI,c'it'c- /.?? '--I :'u../ (~
Adele Keech
7~~ ?~cvJ:;-
Fannie Pee hart
~~, ~ t'~
Mrs. Clarcnce E, Dupert
=u;rtD~;;j>
.
(!,....
.'
In re: Estate of Alverta M. Hamaker,
Deceased
: IN THE couln OF COMMON PLEAS
: OF CUMI1ERLAND COUNTY,
PENNSYIoV ANIA
NO. 21-95-063 "~3
FAMILY SETI'LEMENT AND
INDEMNIFICATION AGREEMENT
FILED ON BEHALF OF REV CLARENCE
DUPERT, EXECUTOR OF THE ESTATE
OF ALVERTA M. HAMAKER, DECEASED
WHEREAS, Alverta M. Hamaker with her lasloddress at 125 Channel Drive, Carlisle, Cumberland Counly, Pennsylvonlo, died
lestate on Seplembe' 7, 1995. lne coun order doted Seplember 13, 1995 was duly odmlued 10 probate bl'lhe Reglsler ofWlIIs of
Cumberland Counly, Pennsylvania allhe above oumber and tenn; and
and
WHEREAS, Rev. Clarence E. Dupen has been duly appointed os Execulor oflhe Estate of Alvena M, Hamaker, Deceased;
WHEREAS, the panics in inlerest 10 Ihe estale of Alveno M. Homaker, are:
(I) Adele Keech, sister
(2) Fannie Pechan, sister-in-law
(3) Mr. and Mrs. Clarence E. Dupen, friends
WHEREAS, 011 known outstanding debls and obllgalloos oflhe Decedenl hove been paid In full; and
WHEREAS, each oflhe panics to Ihls Agreement has been furnished with Ihe supplementlllist ofassels, receipts, and
disbursements as scl fonh on Ihe supplemenml accounting ouoched he,eto as Exhibit "A"; and
WHEREAS, Ills the desl,e oflh. panles to this Ag,eement,lhol nnol dlsl,lbullon Oflhls eslole be accomplished wlthoul 0 fonnol
accounting 10 the Orphans' coun Division ofthe Court of Common Pleas of Cumhe,lond County, Pennsylvania, or onl' other coun of
compelenljurlsdlctlon,It being the desl,e of the panles 10 avoid the expense ofo fonnal occounllng; and
WHEREAS, the panies 10 this Agreemenl each acknowledge they hove received a proposed Supplemental Summary of Account
ouached hereto as Exhibit "B".
,
WHEREAS, Ihe panies 10 Ihls Agreement each oeknowledge Ihey hove received 0 p,oposed Schedule of Lost and Final
DIsl,lbulion ouached herelo and marked as Exhibit "B"; and
.
.:.
SUPPLEMENTAL ACCOUNTING OF TIlE ESTATE
Q.E
ALVERTA M, HAMAKER DECEASED
ASSETS
DESCRIPTION
AMOUNT
I) REFUND FROM OAS COMPANY,
2) INCOME TAX RETURN
3) ACCRUED INTEREST ON THE ESTATE ACCOUNT
Total:
$25.12
$108.00
$1,025.88
$1,159.00
ACCOUNTING OF THE ESTATE
Q.E
ALVERTA M. HAMAKER DECEASED
SUPPLEMENTAL DISBURSEMENTS BY RXECIITOR
DESCRIPTION
AMOIINT
I) STIJROILL AND ASSOCIATES
2) CUMBERLAND AMBULANCE SERVICE
3) STUROILL AND ASSOCIATES
4) CUMBERLAND COUNTY REGISTER OF WILLS
$100.00
$36.67
$350.00
$16.00
Total:
$502.67
Exhibit "A"
.
"
RECEIPT OF FINAL DISTRIIIUTION, APPROVAL OF ACCOUNT AND RELEASE
nle undcnlgned, Adele Keech nnd Fnnnle Pechnn helng two of the panic. Inleresled under the Lnst Will nnd Testnment of
Alvena M. Ilamnke" Deeen.ed, desire thaI the Estnte be dlsl,ibuted without the fonllallt)' of n coun nccountlng, The Executo, ofthe
Estnteis willing to consent to such dlstrihulion upon recelpl ofn proper ,elense, which I. the purpose ofthls document to provide. In
consldemllon of the willingness oflhe Executor to make dlsl,lbutlon without the fonnnllt)' ofn coun nccountlng nnd ng,cclng to be legnll)'
bound hereb)', the undenlgned, Indlvidunll)'. nnd on behnlfoftheir ,espectlve heln, personal 'epresenlnlives, successors nnd nssigns,
do he,eb)':
I. Wnlve the lillng ofnn occounl of the ndminlslmtlon of the Estnle In on)' coun.
2. Declore thaI the)' have exnmlned the nUached Infonnal nccount nnd proposed slntement/schedule of distribution ofthe
Executor of the Estote of Alvenn M. Ilomaker, Decensed; lind It to be lrue nnd correct In nil pnniculars; nccepl nnd opprove It with the
snme fo,ce nnd effecl ns if II had been prepnred nnd filed wilh. nudiled, ndjudlcnted nnd conlinned nbsolutel)' b)' n court of competent
ju,i.dlcllon; nnd os ifthe balnnce ofprinclpnl nnd Income hnd heen nwnrded b)' Ihe counin nccordonce with the stntement/schedule of
distribution.
3. Wnnant thot the benelicinrles, Adele Keech nnd Fnnnie Pechan. named in Ihe infonnnl nccounts nnd stntements/schedules
of distribution ore entitled to receive the entire distribution, os listed on both the inilial and linnl dlstribulion Inn occordonce with the
Infonnnl accounts nnd stotements/schedules of dlsl,ibutlon.
4. Wnnant that the the)' know of no outstnndlng nnd unsatlslied clnlms agninsllhe Estnte nnd npp,ove the linal distribution of
the balnnce ofp,lnclpal and income shown in the infonnnl nccounts nnd slntements/schedules of distribution to the persons set fonh
therein,
S. Absolulel)' nnd irrevocnbl)' relense nnd dischnrge Ihe Execulor, his heirs, personal representallves, successors nnd nssigns
ofnnd from 011)' nnd nil nctlon., liabilities, clnim. and demnnds ,elntlng In nn)' wa)' to the ndmlnlst,atlon ofthe E.tnte nnd distrlbulion
In ncco,dnnce with Ihe Infonnal nccounl nnd stntement/schedule of distribution and without n coun accounting nnd ndjudicntlon,
6. Ag,ee to Indemnlf)' nnd hold hannless the Executa" his heirs, personnl rep,esentntlves, successors nnd osslgns, from nnd
ognlnst nn)' clnlms, IInbllilles, loss or expense (Including costs nnd counsel fees) nrl.lng from nn)' cnuse whntsoever, which the Executor
ma)' Incur os the resull of the adminl.trntlon ofthe Estnle ond Its dlst,lbution In ncco,dnnce with this document to the extenllo which the)'
have received di.trlbulion under Ihls ngreement,includlng, but nOlllmlted to, nn)' IInbilil)' for nn)' Fedeml Estnle Tnx, Penns)'lvnnln
Inherllnnce Tnx or on)' olher death toxes, and nn)' Fedeml or Penn.)'lvnnln Income TMes nnd Penn.)'lvnnln Penonnl Propen)' Tnxes,
EXHIDIT "C"
f :.1 - :.'. (,"
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
1\11111' t 11.9'1
*
,
.-
,..
"
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"
COMMONWfA\1H Of 'fNNSYlVANIA
Uf'AR'MfNr or UVWl'f
"m, lIDOOl
. ..t:!~..I$lU.O.'A 11 :JI.OOC!! _.
b , DIN' HAM IlA . I. ,AHD M1DUl
IIAMAKER ALVERTA M.
50clAl Ucu.ny HUMIU
OAIl Of DIAl"
INllAll
209-12-5577 9/7/95
",-;;;WIUIIUI'Il""..o lrevln "A"" IlAIl. ".I1....D ""~IIHIlI..11
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:rl:E Li
2:,-,0
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[:;J 1. Original R.lur"
o 4, lImU.d E..o'.
tiiI 6, DIC.d.nl Died hUol.
IA"oth 'opy 01 WillI
ALL CORRESPONDENCE AN
H
JohnC. Zepp, III
IIU'HONI HUMIU
717 528-8900
CONF
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I. R.ol E"o'. (Sth.dul. Al
2, Sloc~. and Bond. (Schedul. BJ
J, Clo..ly H.ld StocklParln.nhlp lnl.r..t ISchedul. q
... Mo"gog.. and Not.. R.colvabl. ISch.dul. 0)
S, Ca.h. Banll D.po.11I & MI.c.llon.ou. p.,.anal Prop.rly
(Sth.dul. EI
6, Jolnlly Own.d Prop."y ISch.dul. fl
7. 1'0..1." IS,h.dul. GIIS,h.dul. l)
8. Total Gran Au... (Iolollln.. 1.7)
9, funeral hp.n.... Admlnl,uoliv. Co.lI. Mlte.llan.ou.
hpen... (Schedul. HJ
10, D.bll. Morlgag. lIabilltl.., lien. (Sch.dul. I)
II, Total O.d"c1lon. (Iotollln.. 9 & 101
12, N., Value of E.lat. (lIn. 8 mlnu. lIn. 11)
13, Charllabl. and Gov.rnm.nlal a.qu"1I (Sch.d"l. J)
U. N.t Valu. Sub.et 10 To. (llno 12 mlnu. lino 131
15. Spou.al lrond.n (for dot.. of d.alh afl.r 6,30,9",
S.. Instruction. 'or Af,pllcabl. Percentage on Aov.,..
Sid., {Includ. vol",.. rom Schedule K or Sch.dul. M.I
.16, Amounl of lIn. ... la.obl. at 6% role
(Includ, volu.. from Sch.dul. K or Sch.dule M.J
17, Amounl of lIn. ... la.obl. at 15% rol.
Ilnclud. vol".. from Sch.dul. K or Sch,dul. M,J
18. Principal 10. due (Add 10. from L1n,. 15, 16 and 17,1
19, Cr,dil' Spou.al Pov.rty C"dil Prior Paymenl.
""
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fOR OATIS Of DIAIH Am. 12121101 CHICK HIR!
If A SPOUSAL
POVIRTY CUD II IS CLAIMID 0
fill NUMB"
COUNIV CODE
2195-0683
YEAR
NUMBER
J"AII o. """
10/20/1915
'ocIAiircij~i" t,uMiia
DIUDIN' OM'l A I
125 Channel Drlve
Carlisle, PA 17013
CO\l1l1 Cumborland
AMOUNI II(lIVID .'11 INU.UClION'1
111$37,922.01
121S24,.Q1n (,1
(3) 0.00
141 0.00
(5)~l1n.H41 4n
161
171
n no
0.00
+
20. If lIn. 191. greoler Ihan lIn. 18, .nler Ihe difference on Uno 20, Thl.l. the OVERPAYMENT.
II O..rr:r.I.....I...I~..I..._.I.........,...'....._..IIJII'I'I"l1':-='I_..I".._'......!.&.!.A..........
21. If Un. 18 II grealer Ihan Lln. 19, .nler tho dlff,rence on lIn, 21. Thl.I.lh. TAX DUE.
A, Enter Ih. Inl,"" on Ih. balance due on lIn. 21A.
8, En'.' 'hl,'ololollln. 21 ond 2110 on lIn. 218, Ihl." ,h. BALANCE DUE.
Malee Checle PaW'abJ. tOI R'gllt" of Will., Ag,nt
,\1.,';,.',,1 I"BS TO,ANS R L QUEST ON E ER IDe
Ie, rllnolll.. 0 p'.rjury. I d.c1ore Ihall have ..amln.d thl. relurn. Including accompanying sch.dul.. and .Ial.m.nl., and 10 Ih. b,., 0 my knowledge and b,U,f,
lIue, carr." and compl.t.. 'd.dore thai all "01,.101. has bOln "port.a ollru. morbI value. Oedorollon of pr.parer alh.r than the p.nonal rep".,nlollv. II
ft.~ nn ~~ Information of which r'po"r ha. on ~nowl.dg.,
lAHUl! Of 'USOH aUPONStl1l .oa fllINO auuaH ADD.US DAlI
Rev Clarence E. Dupert ~ Dec. 5, 1995
'AWIII 0' "'1'Aau OlHU IHAN ..,aUINIAIIV! ADOUU DATI
John C. Zcpp, III~.b. ) Dec. 5, 1995
U~
CJ 2. Suppl.m.ntol A.lurn
o "0. fulur. Inl.,II' Compromls.
110, do... of d.olh oil., 12,12.B2)
o 7, DIC.d.nl Malntaln.d 0 living Tr".1
IAllach copy of TrUll)
ENTIAL.TAX I F TION SHOULD B& DIRE
COM 'II III DDIf
P.O. Box 204
York Springs,
(91 $22,266.80
(10)
$ ?Qn 7"1.
liS)
(16)
(17)_$151,136.51
Disco"nl
+ $1.133.52
03,
05,
...LB,
Remainder R.lurn
(lor dot.. of d.oth prior to 12,13.821
F.deral E.lol. 10. Return R'q"lr.d
Tolal Numb.r of Sol. D.po.lt Bo...
PA
B372
,.:
IBI$173,694.04
Inl.r"l
$22,557.53
(11)
(121
(13) 0.00
1141 $151.136.51
)(,--
)( ,06 ~
)( ,IS. $22,670.48
(I B) $22,670.48
1191 $1.133.52
120)
1211
121AI
(2181
$21.536.96
$21. 536.96
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INT IIY:MDIIO
. S~1~L~NT STATEMENT
:11-30-95: 15:59:
MDW&O..
7175284145:# 21 3
rip; 0/ LOAH
( I IHA 2, I I /IIIItA 3. I I Conv. unll'16. fiLl "lillER 11. LCWl HUHlER Ie. ItOlITCAAI! INS CASE NLIlDU
I I VA 5, INI Cllh Slle 8294.2 No'n:,.,.ti,. tOMl II tUM,llhod to'slvl you . u.tM*\t of letUIII lelll"",""t COltl. Amcu111 paid to end by thl IIttl...,t .sont
Ire .hCMl. It_ ..rked 1'[POt)M llIua ptlfd ouhfdtt the cluslng; lhey are ahown hel'. for Informatlona. purpoln end ere
not Included In thl tot.ll. 4.2 05.95 (Z/HITTIE2/8294.21
NAHf AIIO ADDR!" Of lOIlIOlllR E. NAME AND ADDRESS Of SELLER f. NANE AND ADDRESS Of LENDER
llfwld I.. "t tt I. and Elitar. of AlwrU H. Hamaker ,
Nahln N. Hlttll lIt I.rmudlan Creek ROld
Itl Chanoel Drlv. E.lt uerltn, PA t1316
urt tale, PA 11013
.- 21-2002191 ..-.,....,..
PA'''IMlY LOCATIoN H. SETTLEMENT ACENT I. SET1LENENT DAlE
l1S Chsnnol Orlvl Martian, D..rdo, ff. "H II.. & Otto
C.rlt.I.. 'A t70tl OK"",,,r 5, 1995
C.-rl.nd COllltV. PA PLACE Dr SE1TLEMENT
10 Elot High Slre.1
carl hte, PA 11013
J. SUMHAAY Of IOIlRDWER'8 TRANSACTION k. SUHHAAY Of SELLER'S TRANSACTION
JdB~ iii. DUE 10 SELLER - 1R nnnnn.
'....Go"tr.at SlI.. Price ._-""
!JJ: ~
,. 5.tll~t Charge. to Borrower -lio-on --
.,,,.
i.~_
." iJli;-
.:)dtultmw\t. for It~ ~- '~~
'I~_'ay. . - - - .c, LM - ..,;-,.;;;;- ..... 17.C'
r..5.11 . . ~hoot Tn!!" ~ ,AL _ <0
'I...A !!lR 'n
'1_- ~09_
J~.__ ..
1. IL" .
-.., ,
~, 412.
n. OROSS AI<<lUNT OU! '.OM IIDllRDllfR 19,171.01 420. ~OSS AMOUNT DU! TO SILLIR 3B,102.01
~.....A!llUl" .u. .. ~ '" .."... n. ~ ...... ,. I.......' nu" Tn ."" ".
'~nr ..,.. . Oft. no t...
..!.J~rjndblll Amount hf We.. loant.\
.II -.::.-; -,,;,~-;;;;,-..~ leii. ..
" ~_~IYOff of fir.. NOrt.... l.an --
:i.. -..-
~I-_.. . --
7l .. :illl. rOenol1t dhbu,..,d .. nroued.'.i
L.... ~. 508,
y-~.. lena-
Adlultmanta for tt~ ~td bv i.ll.~ .......n. ,,_ ,~.~
"..!tl~.~~WD. 18)(0.. - ~ ,.
\..I!:b ~ 'I ..-.. --
-
J.____ liB
,', 514. .-
l.
",-,_. 1...-
I. ..... - ...
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J!, . 518 -
;, 519.
..
,. liliA' 'AID BY/fOR IDlROIlU I,ODO.OO 520. TOTAL REDUCTION AMOUNT DUE SELLER lBO.OO
'" CA'..H AT SUTLEIlENT FROM/TO BDIloown 600, CASN AT SITlL",WT TO//ROM IILLER
I, UroSl Aut D... frora lorro...r (II"" 12ii, 39,111.01 601. Gra.. -'lIOLWll 0'* to S.U.r (lIno ~20) lB,102.01
~:. Lu" AIlt 'lid bv/for Borrower (llno ZZO) ( 1,000.001 602. Le.a ..ductlonl Due Seller II to. 520) ( 380.001
I I:~SH (XI fRoN [ I TO BOXROWl!R 3B;111.01 6Ol. CASII [XI TO [ I /ROM SELLER l7.922.01
'~rl'gned her. Kknowleda. racel t of . c Iltod co of e. 1&2 0'-1hl. at.t...nt & an Ittlchmentl reforred to hlr.1
U.S. DEPARTHENI Of HOUSIWO
AND URIAN DEVELOPMENT
OHU NO, 2502-0265
'1i'
by
p
...,
PY
pill
v
n.
BOR.~. Olytd L. NIt.,.
SEllER
E'tate Df Alvcrtl M. "amnkcr
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. .
Iawl.I._"""
EST T OF
w
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PlIO I. Print or l' .
FilE NUMBER
COMIoIQNWIAllH O. P1NNIYlVANIA
IHHIIITANCI tAX .nUI"
aUIDINT DlCIDINt
A1verto M. lIomoker
(!:.II preperty ..inti......"'.. wllh th. II,ht .f Survlve...hlp mu,' It. ellul.l.d on Sch.dul. '1
ITEM
NUMBER
1.
2.
3.
5.
5.
6.
7.
fl.
Y.
10.
11.
12.
13.
14.
DESCRIPTION
VALUE AT
DATE OF DEATH
chockin9 Account Heridlon 32415318
$8,270.28
$31,993.52
Sovln9s Account Meridian 8337904204
Herldlon CO 3034009609
$40,000.00
Herldion CD 3034DI0243
$10,000.00
Herldlon CO 3064067550
$1,503.07
Horldlon CD 4606646966
$5,000.00
Mellon Bonk Chocking IB2-109-6540
$5,916.29
Moridlon Intereot Check
$39.49
prudsntial Intorest Check
$111. 31
Cor. 16B5 Renault
$1,000.00
Personal Property
$1,916.50
Phone Refund
$5.30
Refund from cer lnsuronce
$61.60
$5,004.04
Mellon Bonk Income Certlficote 2121
,1
TOTAL AlIa enle, on Unl 5, RICO
110 641. 40
IAtloch addlllonal 8~. )( II" thll" If mOil .pac. I, n..d.d,)
Iml(f
fllvort.. M, lI..makor
.
COMMONW'Alt'14 01 rtNN"'lYANIA
I~"UI'ANC' T.u _nUIN
I.MUHIOluoun
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
PI.o.. Print or r .
2195-0683
"1M
NUMIIIl
A, Pu,..,ol 1","__,
8,
4.
C,
1.
2.
3,
4.
5.
6.
7.
8.
D!SCRIPTION
AMOUNT
I.
Ewlng Brothers Funeral Ilome
$6,428.10
2.
lIur1a1 Clothes
$15.29
1.
Admllllstratlve eDItor
Rev Clarence E. Dupert
"'..onol Representative CDmmlllion.
Sodal Secu,lty Numb... 01 Pwsonol Repro.ontD';ve:
Y.ar Commission. poid 1995
$7,500.00
2,
A/to,noy .....
John C. Zepp, III, Esq.
$7,500.00
3,
Pomlly e....ptlon
Clolmonl
Add.... 01 ClolmDn' a' docedent'. doath
51_I Add""..
Rllatlonlhlp
City
S'Dle
Zip Code
Probole..... Cumberland County Register of Wills
$305.00
MIocel'a__1 l"p..""1
Cumberland County Legal Journal
$40.00
The Sentlnel
$78.92
B.F.I. (dumpster for clean up)
$290 :00
B.F.I. (dumpster for clean up)
$77.49
Register of Wills - filing of return
Recording of Family Agreement
$15.00
$17 .00
TOTAL (AI.a ""'IN' on line 9, Recapitulation)
(If more .pace II n..ded, Inll" additIonal ""'"1" of 10m. ....,)
S $22,266.80'
. .
.'
&,\ I~I' l.t II-f))
.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
PI.al. P,lnl or Tv .
FILE NUMBER
2195-0683
COMMONW(AlJH Of 'INN,n_NIA
INHUIU,NCI IAllnu...
at'lotH' OIUOI,..I
ESTATE OF
Alverta M.llnmaker
nEM
NUMBER
DESCRIPTION
AMOUNT
1.
Roger Bltner (work done for decedent prlor to her death)
$195.00
2.
Unlted Telephone
$7.48
3.
PP & L (e1ectric,bll1)
$BB.25
~
TOTAL (Also Inl., on /Inl 10, RlCopllulollonl
(If more spac. is need.d. inse" additional .hee" of lome Ii,a)
$$290.73
.
"'U"I
~".~'. .i.
..!~
COlII"'U)IlWI",'..lI' "HHltI'tANI"
INHUnAHellU ..ru....
"'.01'" MeiDl"'
----.._--
1
SCHEDULE J
BENEFICIARIES
__ J
,....~~~.,
lUAU OF
AlvertA M.
-----.p
lIamaker
FILE NUMBER
2195-0683
IIEM
'lUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. Jaaobl. B.qulltst
I.
Mr. and Mru. Clarence E. Dupert
771 Uermudlan Creek Road, East narlln, PA
Adelo Keech
7093 York Road, Al?bottstown, PA 17301
None
$l,500.00
~.
Slster,
1/2 Estate
3.
t'annie Pochart
399 lIermudlan Creek Road, t:ast llar11n, PA
Sistor-ln-1aw
1/2 of the estate
less $1,500.00
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
8, Charltabl. and GOVlrnm.nlal B.questll
1.
TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI.a onlo' an Ii no 13, R"apllu!a"an) S
(If mort .pac. It n..d,d, 'n..rt addltlDnal ,h.... of lam. 11.1)
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of
III .vl':Il'!'(\ 1'1.lIM1M:Efl
I,Alvorta N.llamakcll',of '1;:>5 Ghanllol JlJ~ivo,()o'['liolo Po.,
of North IUdelleton Townnhip, hoinr; of flounel minn and
memory,do make,pllhlish uml clocla['o this my lUfljI liill
and Testament thereby rovoltinc; any nnd ull wills by me
heretofore mane.
l~irst I direct tJll.\t all my Just; clobtr; and funel'lll oxponSOD
-----
he paid by my Executor,hel'oinaf1;et' named,uA soon no poonible
after my decease out of my ontato.
I have appointoel Hev,Olaronco 1::. Vuport; of 771 Bermudian
Ok.Rd.East Berlin Fa,nn my Executor 01' Administorator.
Q222!!!L That ';;,:;000.60 'rlll'Oe (;1101lI3an(1 doll/l't'1l C;O to flllv.
And f-lrs C1arenco E. JJupel't.
'l'hird That tho l'oalntste and pOl'S0l1111 hAlon~il1C;(l be sold
------.
at Public sale uncl bo tlivillo.1 hot~lr>nn I-'1j' U:l.BtOL' Adele Keech,
and Fannie :rochar1;.
~!:!!E!! That all ollrJ'oncy, stocks, honclo, CD. ho BClUlll di vidocl
bot\~eon A(lelo Keech aml PUIlllio l'ochnrt.
E2!!E:!:!.!. If oi't;l1el' ono r,f ~honll t\~O bo l1ocoosod at '~hotimo of
lilY 11eu'\;h,t;JwdU' nhul'll i.n t;o Co ~Cl :llw.Hncl 1'!.t'Ll (nUl'onco lJuPO!'~.
If hoth be decoased ut; !;)U'l t:lmo of mj' dc>nth, ~l1o jo;ntao Goen to
Hov.and Hra ()laronce DlI)1C)l'~.
It! \HTNEf.lG \'1fJ1.;IlI:;0l? I
doy of. AUGlIot 199~
hava hOT'cmnto not my hune] l;l1:l.u ;'!')~h
.,'. :,f. I
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NOTAn:AL SEAL
JACQUELINE C, WOLF NDTARY PUBLIC
CARLISLE BORO. CUMB[R"'NO COUNfY FA
MY COMMISSION DPlRES MAy 18. 1998
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) REV-1547 EX AFP 112-95*
CL~AlTH OF PENNSYLVANIA
DEPlRntEHT Of AEVt:HUE
lUA(AU Of INDIVIDUAL rAkES
DEPf, lID6D 1
HAAAISIUAO, Pi 17.'..0'Dl
15 ::i") , - (.>
ACN 101
NOTICt OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF OEDUCTIONS AND ASSESSHENT OF TAX
o FILE NO.
OF DF.ATH 09-07-95 COUNTY CUMBERLAND
NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHIT THE UPPER PORTION OF THIS FDRH WITH YOUR TAX
PAYHENT TO THE REGISTER OF WILLS. HAXE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT"
REMXT PAYMENT TO:
JOHN C ZEPP III
PO BOX 204
YORK SPRINGS PA 17372
DATE 03-25-96
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
AMount R..itted
(1//
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV:is4-j-iiC""Fii-n'2:9Sriii'ificEuciF-'i"NHEifiTAifcE-TAX-AppjjiiisEH€ii'r;-iiLi.-ciwANCE-iilf-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF HAMAKER ALVERTA M FILE NO. 21 95-0683 ACN 101 DATE 03-25-96
TAX RETURN WAS. I X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R..l Eltata ISchedula AI III
2. Stocke and Bond. (Sch_dul. 8) (2)
3. Clo..ly H.ld Stock/P.~tn.r.hlp Int.r..t (Schedul. C) (S)
.... Kartgagea/Hot.. Receivabl. (ScMdula OJ (4)
S. Cash/Bank Depoaita/Hiec. Paraonal Property (Schedule E) (5)
6. Jointly Owned Property ISchedula FI C61
7. Tranafara (Schedul. 0) (7)
8. Total A...t.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral EkP.n.../A~. Coat./Hlec. EKPen... (Schedul. H) I')
10. Dabta/Hortgage Liabiliti../Lian. (Schedula Il 110)
11. Total Deduction.
12. N.t Value of Ta. Raturn
15. C~rltab1./Gov.r~ental a.que.t. ISch.du1. J)
14, Hat Valu. of Eltata SUbjact to Ta.
If an assass.ant was issued pravious1y, 1inas
raf1aet figuras that inc1uda tha total of ~
ASSESSHENT OF TAX:
15. A.ount of Lln. 14 .t Spou..1
16. Aaount of Lln. 14 t..abl. at
17. A.ount of Line 14 t.xabl. .t
11. Prlnclp.l Ta. Due
TAX CREDITS:
PAYHENT
DATE
12-05-95
NOTE:
r.t.
Lln..1/CI... A rat.
Coll.t.ral/CI... 8 rat.
USI
U61
C171
RECEIPT
NIlHBER
AA082372
DISCOUNT C+I
INTEREST I-I
1.133,52
I CHANGED
37.922.01
24,930.63
.00
.OD
11 0 ,841. 40
.DO
.00
Cel
173,694.04
22.266,80
290.73
Ill)
U21
CUI
U41
??,EiEi7 C;~
151, 136.51
.00
151,136.51
14, 15 and~or 16, 17 and 18 will
raturns assassad to date.
.00 X .00.
.00 X .06.
151,136.51 X .15.
UBI
.00
.00
22,670.48
22.670.48
AHOUNT PAID
21,536.96
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST
TOTAL DUE
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
22,670.48
.00
.00
.00
IF TOTAL DUE IS LESS THAN .1, HO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I
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R!IOYATlDlh (ft.t.. of dM..-nh dvlng on or befo~ o.c"'r 12, 1982 .... If ...v future Int.r..t In tM .It.t. h tr....#erred
In po.....lon or ...Jow.ent to Cl... . (co11It.rl1) beneflcl.rl.. 0' the decedent I,tlr the I.plratlon 0' ...y ..tata 'or
II'a Dr 'or Vllr., the C~llth hereby .xpra..lv r...rv.. the right to appral.a ~ ...... tr....'.r Inherltanc. Ta...
.t the l~ful CI... . (colllt.ral) rat. on ~y .uch future Int.r..t.
PlIIPOIE ...
t<<:ITlCEI
To fulfill the raqulr..-nt. 0' Section 21~0 a' the Inherltanca end E.t.t. Ta. Act, Act 22 0' 1991. 12 P.I.
IaoUon 214D.
Detach the top porUon 0' thle HoUca ~ .ubeilt ..lth YOUl" p.~t to the Rlllht.r of Willi printed on the ravar.. .Ide.
.......... check or ItOMY or~,. paV8bl. tar REGISTER OF HILLS, AOEHT
AU PlWMnh recalved IlhaU flnt be ..lled to MV lnt.r..t whIch ..v ba due ..I th My r...lnder applled to tM tlX.
PA'nEKT1
RUUHD(CAh
A r.fUMI 0' . tax credit, .....Ich .... rrot nqullted on the Ta. R.turn, ..y ba ,.eque.tad by cDllplaUng ... "AppllcaUon
'or R.,und 0' Pennsvlvanla InharltDnC' end E.t.ta Ta." (REV-ISIS). Application. ar. .vallabl. .t t~ Of,lc.
0' the Regl.t.r of Will., any 0' the 25 R.v~ DI.trlct D'flc.., or by calling the .peelal 24"hour
.......rlng ..rvlc. nuablr. fa,. fo.... orderlngl In Penn.ylvanl. 1".DD"J6Z"205D, out. Ida Penn.ylvanl. and
..Ithln local Harrl~rl ar.. (111) 11'-'D94, TOO. (117) 772-22SZ (HI.rlna lapalred Onlv).
OUCTIONSI
Any party In Int.r.1t not ..th,led ..Ith the IlPPr.I...."t. al1~enc. 0,. dl..UOWMC. 0' deduction., or .........t
of tlX (Including dl.count or Int.,...t) .. shown on thl. Notlca au.t object ..I thIn .I.tv (60) dlv' of racelpt of
thh NoUu bVI
......,.lttlln p,.ot..t to tM PA Dep.,.t...,t of R.v......, lo.rd of Appa.... Dept. 211021. H.rrhbur.. PA 17121-1021, OR
.....lecUon to haVI ttM ..ttar deteralnad It wdlt of the account of the; par.anal repr.....teUv.. OR
....appa.l to the o~.' Court.
....1"
ISTRATlI/(
CORRECTIONS I
FaotUll .rror. dhcov.red on thh ..........t should b. add,....ed In wrlUng tOl PA Deplrt...,t of R.venue.
luraeu of Indlvl~l T..a., ATTNr POlt A........,t Ravlew unit. Dept. 2106Dl. Harrllbur., PA 17121-06Dl
Phone (711) 71'-6505. 1M pegs 5 of the booklet "In.truotlon. 'or Inherltanc. TIIJC Raturn 'or. R..tcMnt
Decadent" (REV-1S01) for ~ a.planatlon of Idalnl.tratlvelY correctabla arror..
DISCOUNTI
If any ta. due I. p.ld ..Ithln thr.. (5) c.lender .unth. .,t.,. thl dlcedent". de.th. . flva p.rcant (SkJ dtlcount of
the t.. paid I. .1Iowad.
INTERfln
Int.rllt II charged baglmlng Nlth ftr.t day of d.lInquency. 0,. nine (9) aonth. ~ ana (1) day 'ro. the dIIta of
dHth, to the data of Plw-ant. T.... which bee... dlllInquant bafor. January 1, 1912 baa,. Inta,...t .t the rat. 0'
... (0) parcent par ann... cllculated .t I dalb rat. of .DDD164. All tu.. which bee... dellt'lCll*'it on and .ftar
January 1, 1911 ..Ill baar tnt.r..t .t a r.ta which ..tll varv froe calendar Yllr to c.landa,. Vllr ..Ith that rat.
~ad by the PA Dap.rtaant 0' R.vanul. The appllcab1a Inta,...t ratal for 1912 through 1996 aral
!!!! Jnta...1t A.ta Dally Int.ra.t Factor ~ Inter..t A.t. Dalb Inter..t FlOtor
1912 201 .DGOMa 1'1' .. .080247
1'15 161 .GOOU' "11-1991 111 .UUO!
1914 111 .ODD501 .... '" .DDD247
1915 IS. . ODUS6 1995"1", 7. .GGOltZ
19.. 101 .0DDZn 1995-1'" .1 .GOOI47
"-Jnt.rllt 1. c.lculatad .a 'allow"
IHTERE8T . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
....Anv NottcI I.sued .ft.r the t.. bacoaa. d.llnquent will raflaat an Int.r..t calculatton to ftft.an (15) dayI
baWllnd tM data of the .....uant. If P'YNnt h .Ida aftar thl Int.r..t caputaUon d.t. .hown on the
Notlc., Iddltlonel Int.raat .u.t ba calculatad.
........-_..~-_""O"".......,_>-<<_....<-<-o,.~_........~.,.
,. -. ~. '..... '-, .~ .
. 'J
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\""'>"" """-''''. ;.., i"",,~ , " ' , ,
g~'A1kt08im;y,~';&,~~~~~NWEALTH OF PENNSYLVANI~ ,J~~D
!it.,..;'i}~~5:'j{~ft~::f!ij~~,ti~r..~.;~..pr:~~~:~:,~~::~~NCI AND ESTATE TAX ' Wn
ACN
~ ASSESSMENT P:'
RECEIVED FROM, II CONTROL ... AMOUNT
NUMBER
ZEPP JOHN C III ESQ
P D BOX 204
lul
.1::1 . O;:lt>. 'i't>
, .
{ YORK SPRINGS, PA
17372
ESTATE INFORMATION,
!II FILE NUMBER
m 21-199~-06B3
EJ NAME OF DECEDENT (LASTI
II DATE OF PAYMENT
I!J POSTMAR E
COUNTY
SSN 209-12-~~77
IFIRSTI (Mil
.~
DATE OF DEATH
REMARKS
ED TOTAL AMOUNT PAID
SEAL
REV CLARENCE DUPERT
C/O JOHN C ZUPP III
CHECK" 116
.el.~3b.9b
DO
RECEIVED BY Jr1fi~ (, ,Y,.".I.a/ R'A-'
c1 VONAfaiir
MARY c. LEWIS :J;).ur/ ~ ,';i!
REGISTER DF WILLS '
REGISTER OF WILLS
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
I
J
III
~ Clnrcncc E. ~L-___ ______ _____________
bllng duly sworn _______ occo,dlng to low, doposos ond IOYS thot hl_
is the Executor_________ of tho Estlto of Alvcrta M. IIamaker
Iltl of _NC)l::t.!l_~~~(!l:o!J_ 'l\ip. . ______, Cumbl,lond County, P." dlc....d .nd thlt the
within Is .n Invlnto,y modo by _~_______ ___ _ , tho alld
of the Intl,o III.to of ..Id dlcldlnt, consisting of oil tho plrlonll p,o".,ty Ind ,..llItoll, IXClpt ,..IIIIIt. Duhldl
thl Commonw..lth of Ponnaylvonlo, ond th.t thl flgu,oa DppDSlt1 ..ch Itlm of the Invlnto,y "p,...nt It'a ,.1, vllul
.a of tho doto of dlcodent'a dOlth,
~~~-
19 '11..
Jl~. 4NC&~. (!S.::.....f2i1r't:4oDL"~
Elley tor . AJm'nhtr.tor
Rev C1nrcncc E. Dupert: Executor
.nd aubac,lbld bofD'o mo,
NDlnrlal Seal
Pam.. 0, LoreIY, NOlnry Public
lr:.:lm{,'J Twp., ^dnm~ CC'_Jnly
My Cfil,l(l,:t!jloll E::p;ren N~w_ ~.1. 1Q~7
77l Ilemudian Creek Road
East: IlerUn, PA 11316
Add,...
.----1.....
'1t:f{'
Day
,',:1<,:,
Dlt. 0' D..th
Sepl:.atiJer
Month
1995
V..,
INSTRUCTIONS
I, An Invonto,y mull b. f11ld within th,oo month. ofto, oppolntmont 0' plrlon.1 "P'"lntotlvo,
2. A ,uppllmlnt Invlnto,y mull bo fIIod withIn thl,ty d.ys of dl.covo,y 0' oddltlonsl I..oh,
3. AddltlDnol .huh mlY bl ottochod I. to por'Dn.lty Dr ,oolty
4. Su Artlclo IV, Flducllrlll Act of 1949.
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Inventory of the reol an" personal eBtate of
Alverta M. IJamaker
deceaBed
(11 Real estate, 125 01annc1 Drive, Carlisle, PA
(2) 2,356 ShareB prudential folltua1
(3)' 0lecIdn<J ~ridian '32415318
(4) Savings ~ridian '8331904204
(5) Meridian CD 3034009609
(6) Meridian CD 3034010243
(1) Meridian CD 3064067550
(8) Meridian CD 4608846988
(9) ~llon Bank 0lecIdng 182-109-6540
(10) Meridan Interest 0Ieck
(11) Prudential Inl:eJ:cst 0Ieck
(12) 1985 Car- Renault
(13) Personal Property
(14) Phone Reftmd
(15) Refund fJ:all car i.nBuranOe
(16) ~llon Bank Inoane Certificate 2121
37,922
24,930
8,270
31,993
40,000
10,000
1,503
5,000
5,916
39
$lll
1,000
1,916
5
8l
5,004
nO
~ i-<.
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Total
113694 04
01
63
28
52
00
00
07
00
29
49
31
00
50
30
60
04
JRD/June 30, 1992117858
REGISTER OF WILLS
Cumberland County Courthouse
One CourthollSe Square
Carlisle, PA 170]3
NOTICE PURSUANT TO RULE 6.12
PENNSYLV ANJA suPREME COURT ORPHANS' COURT RULES
To: Peraonal Representative
Counsel: JOHN C. ZEPP, ESQ.,
RE: Estate ~uK~k~nBd~1'Oj.fAlMVR , Deceased, Late of
Estate No.: 21-1995- 683
Date of Decedent's Death: 9-7-95
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, If
applicable, within two (2) years of the decedent's death, and annually thereafter until administration Is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, in
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to dctennlne whether sanctions should be Imposed upon the
delinquent per'SOnaI representative and the delinquent personal representative's counsel, If any,
Accordingly, If the requisite Status Report is not flied by 10-30 ,19.2,.7 you are hereby
advised that a request will be submitted to the Court In accordmce with Rule 6.12.
Date: 10-13-97 '-fll,O..\.If. ~.)h}~fJJ." /!WV)A Ul/1lJtd'f-
Deputy Register of Wills L.L..4.tJ ,
Distribution to Estate File
,
'.
~~~~"",~S:'_,'~:-:-;:~I':~':;~~'':~'~-'-~ _._-:"~:~--r,:--""""",~..~..~~_,~"...,...t.,_~." ,k,_ ,o;c",. _
STATUS REPORT UNDER RULE 6,12
Name of Decedent I A \l:>e.r+CL ()'\ )-I A mA.J<-e.J
Date of Deathl q.- 7- '7...C;
Will No. al- /9<15 -(,cg.:s 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 estates
1. State whether administration of the estate is complete I
Yes Y 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 followingl
a, Did the personal represert~tive file a finat
account with the Court? Yes No K . " ~,l~a. to. J;:'.o..M:. ~ _I
S\/.:\:"\\~~ A-~r<t.~lun
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 atteched to this report.
Date!~'7
{',J
,
E!: ."
Name (Please type or print)
'? 0 ~e.x aC~
Address l'\
() V Ot' \< So ~(lll'\~S. .\-c..
Te 1. ?~; _ .s a. g. . &-90 tI /73 7 ;)..
Capacity: Personal Representative
~Counsel for personal
representative
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