The URL can be used to link to this page

Home My WebLink About95-00776 I'(-:TITION Hm ('IWIIA TE and GRANT OF LETTERS I,:\fjlll' of __ f?'lIRic.i (Lit O/$l()L_____ No, _-P!J ___1_.:2 - 77 &, '~7MJ.R'rc.'1~~/'l1rJ=(j)n~if/r?i;=' To, llegi,ler of Will, for Jh~ _":''7:5732 ,_, jJ' ", I COlllll)' III' CUMBERLAND in Ihe s,-;'Yui'~""/lriiYN;;'-~jir;..-~=q..~=:;ifEJS~ COllllllonwellhh of Penn,)'lvllnlll The petillun uf Ihe umkr~i~lIcd n.~~IH.'clrlllly represenls IIHll: Ynllr pClltillllcr(!rr.), who Is/an: IN ycm." uf u~c or older nn thl'CXCCUlpc$ inlhe 1"'1 \l'ill uf Ihe llhoH' dee,'delll. daled ,_#""......10 .:'-,--'t llnd cudidl(,) dmed h__ nallled .19L~ l"illl' o:lI:nllll dll."lIIl1\lillh.'Io.'\, ,,',il, rl'lIuudillinll. lIcmh I)f l'\l'1.'ulnr. "IL'.) ()ecelldelll Wll' dlllllidlcd 1II delllh in CI/,,^W 1...V\. ~_ COllllly. Pennsylvania. wllh I~_ I"" fllmil)' or prindp,,1 re,ldellee al _6.ro_Ul",.EfVf\ S-Ij LeM.rJY.d~ &'~I!,T-~ ~ ~l!!""""YI'1E' 111\1 \1"."l.'I, flUlIllwr lII11lllllllh:ipOlIlIH ()eeendelll,lhen ,-/8 \'Car, of llge, died S~J6'/""" &'f:!r' ,19 .,S- , n1_#Ljff/.f!!'t!'!.'!.9_L-~---'T:.Jre1'-.r:L-'LeI~ <Me...,.. .::r..,.r&...~ , E\eepl '" 1'0110\1". deeede'lI did '1<1,mllrr)', \I'll' nol ~ivoreed and did 1101 h"ve II ehiltfborn or IIdopled afler e\ecllllon uf Ihe will offered for probale; Wll' nOllhe vklim of" killing IInd was never adjlldicated ineompelent: J"1(U1 e Ilcce/lllenl al delllh owned properl)' \l'lIh e,lilll"led v"llIes "s follows: c , 00" (If domiciled in Pa,) All personal properlY S D , v (If nnl domidled in Pa,) Per,onnl propcrl)' in Penns)'l\'lmia S (If nlll domidled in Pn,) Persona' properl)' in COIlI1lY M?1 S ~ ':nllle of real, ~slme in Penns)'lnmia _ .,q.,~ ... , (..;~. ri J /rlq, "'os.,",: ""''', 'T' slIlmll't1 U\ lollow\: '::' ~_ ~, ~ ~~~ ~ ..rc~ -- .. ~rJ _::=:::t _ WHEI{EFOIU.:, pelilillner(,) respe~lflllly reqlle5Hs) Ihe prohUle of Ihe lasl will "nd codicil(s) presenled herewlrh and Ih,' gran I of lellers__-r_c:-.s:n.",'!!t!!,:b.c.--(- , Ill"I.llJ1l'llliUY: illllllilli~1f;lllnl1 C.l.il,: ildl1lilli~Wlllon d,h,n.c,l.n.) llunon. . " e '0_ If ClI::; ~.g ~'f. .:. i~ ;;. :;; ~J...... S...."e { 1U......no :~::~h .~;!i~ti:~~::'''ii: ___h___._eA'6~..~(!_,_....... p oz.l 'Z.3' J:i'Lrdlifi~~ _JO_~/.fDJ"J 'Sa. ---r<i~'?L N~ OATI-l OF PEnSONAL REPRESENTATIVE COMMONWEAI.TH OF I'ENNSYI.VANIA COUNTY ()J-' CUMBERLAND } >IS The pelitioner(s) ahm'e.n'lIl1ed swenr(s) or nffirm(5) Ihal Ihe 51alemeols illlhc foregoing pClllion nre true 1lI1lJ correcl to the hc~lllr the knowledge 11111.1 hclil..r or pClilioncr(s) and lhut as personal reprcscn- Hllivels) of Ih,' nho\'e decedenl pelllioner(,) will well lmd /ruly adminisler the C'lme according 10 law, SWOII' '0 or "rfirmed and ,nhscrihed J," Il~ szI~ 7...,....,....<"\ ~ hefore I1IC Ihi, ___16IH__ day of '----7-' ~' 'tiJd:4'. -OJ:I:xOBEIL----(:..-ij I\I~-, ~5 '", -~ ,f I !a ) (', /"., '1'(, -if/I- 'I- ~. ! ~ ;; . a_If -, .-'-'-,U_!,__'f......,_~,. , ' ~ ~"..11- .. I U MARY C. LE'WIS /(('~i,II" ' . B: >, ..__~__"'-'_~'" ._...... _h.. _..._.~._ No. 21-95-776 Estate of PATRICIA ANN CONSTANTINE OTSTOT I Deceased . \ fl'l' . ,,' DECREE OF PROBATE AND GRANT OF LETTERS and Lellers are hereby granted 10' ' .... .. . . '. " . , MARY C. LEWIS . " FEES Probate, Lellers, Elc, '" , ", "S 40,00 Shorl Ccrllfjcales(4) ....".." S 12,00 4.'"'' '~." . " ., . ' Renll/lclatlon ,...,...."..,.. S ' , x- ~ages - , S 4~.UU' JCP '5 60-, TOTAL _ S 102:00 Flied ... ..q~T9~.~~, !'~" , ) ~.~~.. .. , .., , .. A1TORNEY (Sup, CI, I,D, No,) AllDRESS l'II0NE :Tl :n,i " l".'" , . , , . , ',' " ."... .. ..d . \' ;," .' " . " .' VI :'j MAILED LETTERS AND ORDER TO EXECUTOR ON 10-18-95. ," , '~;:';~!, "1"" .~ :.",~~~,~~~~,itr~it;~:i.""~' ~!i;.;~;f~&~~2~~~!.~~:~;!;~!~ft;!~,~~;~;~: " LAST WILL AND TESTAMENT OF PATRICIA ANN CON8TANTINI 01'81'01' I, PATRICIA ANN CONSTANTINI OTSTOT, presently of Cumberland county, Pennsylvania, declare this to be my Last will and Testament hereby revoking all wills and codicils previously made by me. I declare that I am a widow. I have two (2) children, now living, whose names and dates of birth are as follows: John Samuel Turano January 27, 1964 December 17, 1964 Kathleen Ann Turano Halbach All references in this Will to my children include only the children named above. ARTICLE I I direct that my remains be interred at Ft. Indiantown Gap cemetery, Dauphin county, Pennsylvania, with my deceased husband, Walter L, otstot. Page 1 of 16 Pages . . , " " ARTICLE II 1 give all of my household furnishings and remaining tangible personal property to my children, JOHN SAMUEL TURANO, presently of Baltimore, Maryland, and KATHLEEN ANN TURANO HALBACH, presently of Tabernacle, New Jersey, equally, per stirpes, provided they survive me by thirty (30) days. ARTICLE III I give my 1987 Cadillac Broughm automobile to my sister, SVINIA CONSTANTINI CUCCHARIO, presently of Levittown, Ponnsylvania, if she shall survive me. ARTICLE IV I hereby give, devise and bequeath the sum of Ten Thousand ($10,000.00) Dollars to my brother, JOSEPH COSTANTINI a/k/a JOSEPH CONSTANTINI, presently of Burlington, New Jersey, to be hold for the benefit of my sister, JEAN JOSEPHINE CONSTANTINI I.AlIIJA'I'O, presently of Trenton, New Jersey, and used, in his sole discretion, for her maintenance and welfare. In the event that my brother predeceases me, then I give, devise and bequeath the sum of Ten Thousand ($10,000,00) Dollars directly to my sister, JEAN JOSEPHINE CONSTANTIN I LAUDATO. ARTICLE V I hereby give, devise and bequeath the sum of Two Thousand Five Hundred ($2,500.00) Dollars to my brother, JOSEPH COSTANTINI Page 2 of 16 Pages . , ., ~/k/R JOSEPH CONSTANTINI, presently of Burlington, New Jersey, to be held for the benefit of my sister, SYLVIA CONSTANTINI CUCCHARIO, presently of Levittown, Pennsylvania, and used, in his sole discretion, for her maintenance and welfare. In the event that my brother predeceases me, then I give, devise and bequeath the sum of Two Thousand Five Hundred ($2,500.00) Dollars directly to my sister, SYLVIA CONSTANTINI CUCCHARIO. ARTICLE VI I give, devise and bequeath the sum of Fifty Thousand ($50,000.00) Dollars to my daughter, KATHLEEN ANN TURANO HALBACH, presently of Tabernacle, New Jersey, as Trustee, in Trust to be held, administered and distributed in accordance with the provisions of Article VIII herein. ARTICLE VII I give the rest, residue and remainder of my estate to my children, JOHN SAMUEL TURANO and KATHLEEN ANN TURANO HALBACH, equally, per stirpes, provided they survive me by thirty (30) days. ARTICLE VIII The Trust established under Article VI shall be held, administered and distributed as follows: page'3 of 16 Pages A. The entire Trust estate shall be administered as a single Trust until my youngest living grandchild attains the age of thirty (30). B. If at any time the Trustee, in the Trustee's discretion, deems that a grandchild is in need of funds for his or her proper care, support, maintenance or education, the Trustee shall pay to or apply for the benefit of that grandchild any amounts out of the grandchild's share of the Trust estate that the Trustee considers necessary for the grandchild's proper care, support, maintenance and education, "Education" shall include elementary, secondary, college and post-graduate study at any accredited institution of the grandchild'S choice for any period of time that, in the judgment of the Trustee, is advantageous to the grandchild concerned and shall include reasonable amounts for all related living and travel expenses of the child. Should the income be insufficient to provide my grandchildren with adequate maintenance, support, welfare or education, the Trustee may invade the principal of the Trust for these purposes. Payments of income or principal pursuant to this paragraph need not be equal for each grandchild and shall not be taken into account at any later division or distribution of the Trust estate for my grandchildren. The Trustee shall accumulate and add to principal any net income not distributed during the year. Payments for the care, maintenance, support or education shall be made only if there are no other sources available for these needs, including the resources of the parents of the Page 4 of 16 Pages , , grandchild. My primary purpose in establishing these Trusts is to provide substantial assets for my grandchildren when they each reach the ages of eighteen (18), twenty-five (25) and thirty (30), but the share of the trust estate of each grandchild may be distributed for his or her care, maintenance, support or education if necessary. C, The Trustee in exercising its discretionary authority with respect to the payment of income or principal of the Trust estate to the beneficiary, may take into consideration any income or other resources available to such beneficiary from sources outside of this Trust that may be known to the Trustee. The Trustee may accept as final and conclusive the written statement of the beneficiary receiving payment as to other available income or resources. The determination of the Trustee with respect to the necessity of making payments out of income or principal to the beneficiary shall be conclusive on all persons however interested in the Trust. D. When a grandchild of mine attains the age of eighteen (18), the Trustee shall distribute to that grandchild ten (10%) percent of the then balance of the principal of his or her share of the Trust estate as determined by dividing the Trust estate by the number of grandchildren living at the time who have not attained the age of thirty (30). E, When a grandchild of mine attains the age of twenty- five (25), the Trustee shall distribute to that grandchild fifty (50%) percent of the then balance of the principal of his or her Page 5 of 16 Pages " " share of the Trust estate divided by the number of grandchildren living at the time who have not attained the age of thirty (30). F. When a grandchild attains the age of thirty (30), the Trustee shall distribute to that grandchild an amount equal to the 'rrust estate divided by the number of grandchildren living at the time who have not attained the age of thirty (30). G. Should a grandchild die prior to termination of the Trust, then on the death of that grandchild, the Trustee shall distribute all of the balance of the deceased grandchild's share of the Trust estate to his or her issue then living, per stirpes and not per capita. If there is no issue then living, then all of the balance of the deceased grandchild's share of the Trust estate shall be added to the shares set aside for the benefit of my other grandchildren and the issue of any deceased grandchild, per stirpes and not per capita, including proportionately both the distributed and the undistributed shares. H, All of the trusts provided for herein shall in any event terminate on the expiration of twenty-one (21) years after the death of the last survivor of all my grandchildren in being at the time of my death. I, If on termination of the administration of my probate estate, there has been no distribution in trust to the Trustee and events have occurred which would require the Trustee under the terms of this will to make immediate distribution of all the property, my Executor or Executrix shall perform all of the acts Page 6 of 16 Pages necessary to complete such distribution and for this purpose shall have the powers granted by this will to the Trustee. J. The determination and/or payment for the estate needs of the Trust beneficiaries shall be made by the Trustee on a regular basis which, in no event, shall be less than semi- annually. K. If at any time any beneficiary entitled to receive income or principal from the Trust estate is a minor or an incompetent or a person whom the Trustee deems unable to handle the funds properly or wisely if paid directly to the beneficiary, the Trustee in its discretion may make payments in anyone or more of the following ways: 1, To the natural guardian or legally appointed guardian of the person or estate of the beneficiary; 2, By making expenditures directly for the care, support, maintenance, or education of the beneficiary; or 3. To any person or organization furnishing care, support, maintenance, or education for the beneficiary. The Trustee shall not be required to see to the application of any funds paid or applied in any of the aforementioned ways and the receipt of the payee shall be full acquittance to the Trustee, The decision of the Trustee as to which of the aforementioned methods should be used in making payments shall be conclusive and binding on all parties concerned. Page 7 of 16 Pages " . .. ARTICLE XX A. In order to carry out the purposes of this Trust established by this Will, the Trustee, in addition to all other powers granted by this will or by law, shall have the fOllowing powers over the Trust estate, subject to any limitations specified elsewhere in this will. 1. To retain any property, pending distribution hereunder, to invest in or purchase any property without restriction to legal investments for fiduciaries, to distribute property in kind, to compromise claims, and to sell any property at pUblic or private sale; 2. To make distributions in cash, or in kind at current values, or partly in each, allocating specific assets to particular distributees on a non-prorata basis, and for such purposes to make reasonable determinations of current values; 3. To invest and reinvest in every kind of property and investment which persons of prudence, discretion and intelligence acquire for their own accounts; 4. To exercise, respecting securities held in the Trust estate, all the rights, powers and privileges of an owner, including, but not limited to, the power to vote, to give proxies, and to pay assessments and other sums deemed by the Trustee necessary for the protection of the Trust estate; to participate in voting trusts, pooling agreements, foreClosures, reorganizations, consolidations, mergers and liquidations, and in connection therewith to deposit securities with and transfer title to any protective or other committee under such terms as the Trustee may deem advisable; to exercise or sell stock subscription or conversion rights; to accept and retain as an investment any securities or other property received through the exercise of any of the foregoing powers, regardless of any limitations elsewhere in this instrument relative to investments by the Trustee; 5. To manage, control, repair and improve all personal and real property; 6. To lease any real or personal property of the Trust estate for any purpose for terms within or extending beyond the duration of the lease and according to law; Page 8 of 16 Pages 7. To borrow money and to mortgage or pledge or otherwise encumber or hypothecate Trust assets as the Trustee may, in its discretion, deem advisable; 8. To procure and carry at the expense of the estate, insurance of the kinds, forms and amounts deemed advisable by the Trustee to protect the estate and the Trustee against any hazard; 9. To commence, settle or defend, at the expense of the Trust estate, any litigation affecting the Trust or Trust property deemed advisable by the Trustee; 10, To enforce any deed of trust, mortgage or pledge held by my estate and to purchase at any sale thereunder any property subject to any such hypothecation; 11. To pay all taxes, assessments, fees of the Trustee and all other expenses incurred in the collection, care, administration and protection of the Trust estate; 12. To employ any attorney, investment adviser, accountant, broker, tax specialist or any other agent deemed necessary in the discretion of the Trustee; and to pay from the Trust estate reasonable compensation for all services performed by any of them; 13, On any division of the Trust estate into separate shares or trusts, to apportion and allocate the assets of the Trust estate in cash or in kind, or partly in cash and partly in kind, or in undivided interests in the manner deemed advisable in the discretion of the Trustee; after any divinion of the Trust estate, the Trustee may make joint investments with funds from some or all of the several shares of Trusts, but the Trustee shall keep separate accounts for each share or Trust; 14. On any partial or final distribution of the Trust estate, to apportion and allocate the assets of the Trust estate in cash or in kind, or partly in cash and partly in kind, or in undivided interests in the manner deemed advisable in the discretion of the Trustee to sell any property deemed necessary by the Trustee to make the distribution to the beneficiaries; 15. To exercise such powers, herein conferred, after the termination of the Trust estate until final distribution of the Trust assets; and to valuate Trust property for the purpose of determining the amount of the Trust principal to be distributed to each beneficiary named herein, which valuation, in the absence of a showing of bad faith, shall be conclusive and binding on all concerned; Page 9 of 16 Pages .' .4 16. To do all the acts, to take all the proceedings, and to exercise all the rights, powers and privileges which an absolute owner of the property would have, subject always to the discharge of its fiduciary obligations; the enumeration of certain powers in this will shall not limit the general or implied powers of the Trustee; the Trustee shall have all additional powers that may now or hereafter be conferred on the Trustee by law or that may be necessary to enable the Trustee to administer the Trusts in accordance with the provisions of this Will, subject to any limitations specified in this Will; B. The Trustee shall determine what is income and what is principal of the Trust established under this will and what expenses, costs, taxes and charges or any whatsoever shall be charged against income and what shall be charged against principal in accordance with the applicable laws of the Commonwealth of Pennsylvania as they now exist and may from time to time be enacted or repealed, C. The validity and administration of the Trust established under this will and all questions relating to the construction or interpretation of the Trust shall be governed by the laws of the Commonwealth of pennsylvania, D. The Trustee shall receive a reasonable fee for the ordinary and extraordinary services rendered by the Trustee. E. The Trustee shall be permitted to terminate the Trust if its fair market value declines or is of such size which makes the continuance of the Trust uneconomical, imprudent or unwise. Upon such termination, the Trustee shall distribute the principal and income to the beneficiary or beneficiaries as set forth in this Will, and, the rights of all persons who might otherwise Page 10 of 16 Pages , .. , , have an interest as a euccessor income or principal beneficiary, sha II cease. ARTICLE X for the purposes of this Will, the term "grandchild" shall mean any children born to or adopted by a child of mine. ARTICLE XI No beneficiary or remainderman under this Will shall have any right to alienate, encumber, or hypothecate his or her interest in the principal or income of the Trust in any manner, nor shall any interest of any beneficiary or remainderman be subject to claims of his or her creditors or liable to attachment, execution or other process of law. ARTICLE XIX In the event of the death, resignation, renunciation or inability to act of Kathleen Ann Turano Halbach as the Trustee, then I appoint my son, John Samuel Turano, presently of Baltimore, Maryland, in her place and stead with the same powere, rights, discretions, obligations and immunities. ARTICLE XUI No fiduciary under this Will shall be required to give bond or other security for the faithful performance of his or her duties in any jurisdiction in which he, she or their successors Page 11 of 16 Pages .-;~":::7;:,: ',"--r";~~:" d'r",'n""""'''''W.....,'""'j.''',;,c-'~,;_.~___~ ; '"'-o'~;';;'''';;~~ ~;:;..__ 'r:~:~i:;{';t,,:1h~.i, . shall act. The term "fiduciary" as used herein shall include my Executors and Trustees appointed in this Will. ARTICLE XIV A. I appoint my son, JOHN SAMUEL TURANO, and my daughter, KATHLEEN ANN TURANO HALBACH, to serve jointly as the Co-Executors of this Will. In the event of the death, resignation, renunciation or inability of one of them to act in that capacity, then I appoint the other as the alternative Executor/Executrix of this Will. B. No bond or other security shall be required of any Co- Executors or alternate Executor/Executrix appointed in this Will. C. The Co-Executors or alternate Executor/Executrix shall receive reasonable compensation for their, his or her services performed as determined by the Court in which this will is admitted to probate. D. I give my Co-Executors or alternate Executor/Executrix in addition to and not in limitation of the powers given by law or by other provisions of this Will, the same powers granted my Trustee under Article V with respect to administration of the Trust, to be exercised in the discretion of my Co-Executors or alternate Executor/Executrix with respect to settlement of my Estate without further order ,or license of the Register of wills or of any Court. E. I give my Co-Executors or alternate Executor/Executrix in addition to and not in limitation of the powers given by law Page 12 of 16 Pages " or by other provisions of this Will the powers to make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby. ARTICLE XV If any beneficiary or remainderman under this will in any manner, directly or indirectly, contests or attacks this will or any of its provisions, any share or interest in my estate or in the estate of the Trust given to that contesting beneficiary or remainderman under this will is revoked and shall be disposed of in the same manner provided herein as if that contesting beneliciary or remainderman had predeceased me without issue. ARTICLE XVI If any provision of this will or of any codicil thereto is held to be inoperative, invalid or illegal, it is my intention that all of the remaining provisions thereof shall continue to be lully operative and effective so far as it is possible and reasonable, ARTICLE XVII All estate, inheritance and succession taxes, together with any interest and penalties thereon, payable as a result of my Page 13 of 16 Pages '. " " , ' " " .. ,'. .. I" ! ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN I, PATRICIA ANN CONSTANTINI OTSTOT, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. 4~ll;I't'( Uldn- PATRICIA ANN CONSTANTINI OTSTOT sworn or affirmed to and acknowledged before me, by PATRICIA ANN CONSTANTINl 01'51'01', Testatrix, this ~ day of ~~b.u- , 1994. ~bJ, Jes= Notar , ublic My Commission Expires: NotarlaI Soot VrJ<y L FJtz, NoIaJy PlM: H,'mcIlurg, o.wun CoIlllly My Com!TlIssion E>Pi"" Doc. 5, llJ(l4 ibor, PorMyNnn:ll ~'lt, 01 ~~t. ]';.r:'J Page 15 of 16 Pages ~,l.~.,.. QJlII\ c, -n~JJ/rLcL.... '~ature ' -K"'-\\"i1\non c,. I-\{Jl\-:x<(~ Name (Please type or print) \0 ~\h'1ld('k0 C{R, ~h'l?...('\dp NJ. Address G~~ ((.,v't) dG')j- ISoo- Te 1, No. Capacity: ~personal Representative STATUS REPORT UNDER RULE 6.12 Name of Decedent: '\)0\\ P,.Ct(l 0 eJT ~T()\ Date of Death: SepT, (j \C\C'\'., Will No, \qqs -O()JllD Admin, No,3J9<; .-()77f-, Pursuant to Rule 6,l2 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether ad~inistration of the estate is complete: Yes No t/ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: QU(.lt'-..'. 1"'1(,. \~J J, If the answer to No. 1 is Yes, state the following: a, Did the personal representative file a final account with the Court? Yes No b, The separate Orphans' Court No, (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: _.,.:\n ' \ d I Ie... C'\G ('?) ~ , '.-1 u() Counsel for personal representative (MAH: rmf! AMJ) ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Deceden t 1..J~TR' (Cr' C\. OTSTOT Date of Death: ~T CD , 1-9- q <) Will No. IqC\ S -UCJI/ Co" Admin, NO,_~.JC, c; - CJ 77 G To the Registerl I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court ~ules was served on'or mailed to tile following beneficiaries of the above-captioned estate on ~ql"\, I~'J l<1q(;, : ~ ~~ C()<;,IN,,-j\n: ....ful hi, ~ Cite, h",PD .\ <'?<<f'.l -.J I f( u.ch.7l.> Address I) ~c htr2RQ. 9 CC<l~SL)r()cl Lte:l l2MC'/t "'aJtl.l ~ 0''8 () 1(.., I ",f. tb",~ ~c,ns " , 7\MC'12 oS1, TI.o"-llVrJ N:\- 0-7,(.,1!- I (,M. t'c..",e.. Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: jc,l'), lri- 6-')q~V\Qor.", Q 1J.". OJ rrvrA-- Signature Name_r,c.-\-l"" lorn C\ 11rllbQ( h Address 10 FIMI..0CH)cc1 r.lQ ',~ hc>l?N"N- \.e NS ()KO"1,.8 o~ 0') C~l Capacity: Personal Representative >-'. Counsel for personal representative -.'", 'I, l..~ ~. \ . ,;: :) 00 NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF (lAIY'Ipp12t ~,,-,d PENNSYLVANIA In re Estate of PQTR'IC;~ C1 01S1t:>T , deceased, No. 1~C;-OO'7']of PA "-10 ,:JIgS -Ollb , ' TOI S~ \" I (\ CO(l<;;iNt\..\" N' CUCc V ~1'12 0 (beneficiary) q CQoSSlAJouCI I Clt-le. (address) lev, t\V.ulJ Pq, 10, ()-<:;~ , please take notice ot the death of decedent and the grant of letters to the personal representative(s) named below, You may have a beneficial interest in the estate as follows I ~~j'B~ "tt)t~ ,~~~~,~~~~~~~~ ~~iI) ';J~ (~~;~~) (if additional space! is needed, use back ~ page) 'I b Name of decedent paTlC.,C'1 ~ G.... D\~ TD"I' Last known address of decedent \0 f\M\.dOoA dQ - - \c\beQ:.NacJe... ~'eJ'8d;Sjla Date of death "1<'f'T Ie.. , 'C\ C\ 5 Place of death Tc"--et?"-\f;> (k 'N:\' " 8C$?I: I'\'J -kJfo...l (0 }(\"1 County of grant of original letters CUInGr-QI7"Nct C0JI)TlI . pC! . ( I Decedent died ~ testate intestate. A copy of the will ____ is ~ is not attached, Name(s), address(es) and telephone number(s) of all personal representatives appointed Name Addres~ Telephone IL" '^ \ \ 0 z\mloJC<.J.,J cJR.., \Y:\~~ If eN n \tu~ \'Of.~ 1r)1-v'l?l~(~C \.Q ~ ~03b Gc9 - ';:lC,?, :.15 ad- jQhl"\ S,I$rzfTNO 31~ s.C\"es.ICR SI. (?.c..rT,(Y)&<? (I'd LI\O-.~3.63r;:ft . ...~_ _-_-.........._..." .'_~_"' .,.n~_'.. . ______;0..-., .", Fi ~ eo h u "clR..\lcJ '3,':)ktt I Sf LIliA (:,(I,j tJn..F.;dlv C~,Sc..JO.()" ) Cuns TN l'-jTl 1\/ ., +0 I~ h"lcl f6(' lJ<7n c:>f-i +- o{~ Q.I/ G\\? s c-w;+, CUC( dcM~O {Or;:, I IWi? IYlcl;I)+r:Jfo.J~l\cQ.. . -", , '~"C"-- Name(s), address(es) and telephone number(s) of all counsel Name Address Telephone ~lo~1I ~. \~ l\?C;c"" 10 f)ml')rlOc\ d(2 IClhcQ/J;;Jc\1ljf, &O(H)(y!1- \C:;i:r:;l- ~\()nr1 ~ \'L,Q<':I~n d~I5"C.tlDs\1"(l.. ~. Bw~Mm'O t1}J, 410-SG<-6JSS Additional information may be obtained from the undersigned. Date, ~C,(). \(1.1 B9..G Signature Name '~O.Q.I'\ Address 10 71 Y'I\ WUd c! ~R. \~be~4'>(to NJ c59..~a Telephone (-,c:R -N~- k);I, ')-, Capacity: I~Personal Representative Counsel for personal representative NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTE OF WILLS, COUNTY OF CLAlV1l3eRLI'\rv!) PENNSYLVANIA In re Estate of TR i A, T6 , deceased, No. 1'l'i'S-0071of ~ (3.\li5 -07""70 , TOI~t>o.(\ ~ \cl~(.> rh ,()e. ('O(l<;T,4"rnN, Lq~a1D (beneficiary) 4~ ()",l2.... ~:I, (address) IT.b''IT11N ,}I"1" ' ()~ I I Please take notice of the death of decedent and the grant of letters to the personal representative(s) named below. You may have a beneficial interest in the estate as follows I ~~~~~oO+~~J:,~1~~~,,;p~~2~~\~~I' -W~ A~/r~:~d b~~1'{~)~ i I' (if additional space is needed, use back of page) Name of decedent Po.TQ, ('; ~ (.t D/',"",I"OJ Last known address \0 ?\MLUOC:k~ ria of decedent \ chI? Q..~-r \Q.. N:J, ax63~ Date of death :)~. (0 \ qgC; T,-,.I")PRI-.>7'<,_ b ~ / 8ut21.' n(j 1?)~ nl ~ nTLj (' LAmh('((\ (\ nd C(jun~ Pq, Place of death County of grant Decedent died of original Vtestate letters ~ntestate, ~s not attached, A copy of the will ____ is Name(s), address(es) and telephone number(s) of all personal representatives appointed Name Address Telephone 11 ~JA I .--10 rl""'..uo,H.\ dR., '1Cll h~ P P-('I.~[.., \ clJl'QN(>( ~ ~ - ()'?,O?"y, .Jt1-.n ~ 'T'G.e.a~cJ 3\~.S,C~I'~--.r"R '5\', rc.l-nmu?~ r""'d. Name(s), address(es) and telephone number(s) of all counsel Name Address Telephone K(.\f~t\3 I OD () ~. \~ \\?c,C,,", ID flf'Yl';Jr'e:c1 ell(? lc')hc-!?NNC'v u:r, &0'1 -01(:.'11- 1<;0-:;1- ,\On(\ ~ \l.AQ~"-ln d14S'C.ltDsV'ti:. St. l),.1t:.M...U IY}./. 411::-Sf<-6J~S Additional information may be obtained from the undersigned. Date, ~"(\. \(1.1 B9.6 ~ Name Address 10 711'\'\ W Ud ~ ~CL \ ~ ee Il..:?o (to N.")- OX ~ '2 Telephone {-Ja::I-nb'p.- ,--Sd.~ Capacity: I~Personal Representative Counsel for personal representative ";', STATUS REPORT UNDER RULE 6,12 Name of Decedent: ?africia.. A. ()1s -fo i Date of Deathl Sepf. b, J ~'1~ . Will No. /9c( S-- oc> l-Z Co Admin, No, d-1"!5'"~077b Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1, State whether administration of the estate is complete: Yes No ~ 2. If the answer is No, state when the personal representative reasonably believeS that the administration will be complete: s~pf-, l'l'lb , 3. If the answer to No, 1 is Yes, state the following: a, Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No, (if any) for the personal representative's account is: c, Did the personal representative state an account informally to the parties in interest? Yes No d, Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. ,Lr/~ - .i If' ~ J ! i,j _.n " E ~8 ~rqno Name (Please type or print) 3/'1 5. c/g"sft>r-' S-+ Address Sol. fh...",..e. I M 1;> "2.12. 3 ( ( 4/0 1 ~ (, 3 - (, '3 =>L( Tel. No, ' Capacity: ~sonal Representative Counsel for personal representative ,~ ~~t~ ".-.. -~ ,,~/'3(96 Nt... .. :-J~ n (). :- 8 , '- Date: c:r. 'r iii ._, -~ ~~ .'. ~ ,")," 2i a: ~ (MAH:rmflAM3) STATUS REPORT UNDER RULE 6,12 Name of Decedent: Id-~,~ la ;4-. 01-5 -10+ Date of Death: Sept-. Go / /cI1~- , )../'1S--077b will No. Iq~c;--oo'7'7(.. Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 1 report the following with respect to completion of the administration of the above-captioned estate: 1. State whether ~inistration of the estate is complete: Yes No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: .;Ja" </"".'1 ,~ q ., , 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b, The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report, ~~I~ 00- (j ',j "'" ::,;; ".....( '[1, Date: 10 . '7 -<t.l c,. ~ ..... r5 .', o' :..' '- , ~ filo; CI: ~9 (JI ,- ~:J UU (MAH: rmf/ AM3) a(v UoOU+17V'! ~ w~'" hlg:~ :c09 ult'" .. lilffi Co Cz 8~ I!:'- _ /" I _ / I (1 JFOR OATIS OF DIATH AnlR 12131191 CHICK H~I INHERITANCE TAX RETURN ~o~:~~yUmDITISCLAIMID 0 RESIDENT DECEDENT fill NUMBlR . I'" _ . , (TO BE FILED IN DUPLICATE ~ ,. -', j '-', WITH REGISTER OF WILLS) COUNTY SODE YEAR NUMaER OICIOlN .. COMm l ADOIl ~5o V...J~ i 1l'Ji ~,{A..Lj'-1. /1."'( ~'i,jL ,/"ll1' 170'1.:; Coun! (. r '" I' r- 1 II. u I AMOUtH IlCllVIO lUIINil.UCTlOHi, ffi lil hi o ~~~ J_ COMMQNWIAllH Of PINU~'fIVANIA OI'AlIM(Nl Of UV(NUl 0(" 210601 HAUIuuaG,'''' 111210601_ D 5. P N' NAM I'..... IU1, "'ND MIDDIl IHl ''''11 H:.~i('l(' 1(: (~; O".~;;o'r !lO(I"'I,ICUII1Y NUMIII OAn or DIAttt /01- ,I/-SQ.:: QII,jq5 VAtI 01 11I1H 4/2/47 !lOC'A' !oICU.l" NUIIIIlR !\II/! D 3, Remainder R.lurn (lor dOl" of deolh prior 10 12.13,821 o 5. Federal Ellal. TOA R.turn R.qulred Q. B. Tolal Number of Sol. Depolil BOUI (II ,Jo 1-\( (2) ,..In I_I I;; (31 ,JI'lN( (41 NOt-.l~ (5) ~'13Inf)l~, '15 (61 NClI..\f. (71 L/q,OOO,Cl () (9) yq,OSq.11 (10) 'z407,/Q, (81 P3'..1. Original Relurn 0 2. Supplemenlot Relurn D A. lImit.d hlOI. D 40. Fulure Inlerll,l Comprami'lI (for dot" of d.alh ofter 12.12.821 ~ 6. Dec.d.nl Oi.d T,,'ol. 0 7. DIC.dllnl Mainloin.d 0 Living TrUll . (Allach copy 01 Will) (Alloch copy of TrulII ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULO BE DIRECTED TO, H"'MI COM'lll( MA'lING ADORI Si -::Sol", j;'" :3 I~l -.::-' ~h <'-:i, ( ':"'"-1' IIU'HON( NUMI" .". '/10 Sb3-b~S<l \:')..... :/''-,0(( ,l/I,) '2 11 :;'1 (II) (121 (131 (141 (151 (l61..-a511..l::DO 39 (171 /lP,6oo,oO M.,_- M. .06_ M. ,15 II I" ""II(Ulll 'Uh'WlttU "0\111' N4..., 1"'\1. ,,'U ..NI) ""lIll1IIN'''111 fJ IA z o S ~ .. hi C 1. R.ol Ellol. (Sch.dule A) 2. Sloch ond Bondi (Schedule B) 3. Clollly H.ld SlockJPortnenhlp Inl"'11 (Sch.dul. q .c. Mortgog.. and No'" Re"lvobl. ISchedul. OJ 5. COlh, Bonk D,polllI & MII"lIon,ouI Penonal Prop.rty (S<hodul. EI 6. Jointly Own.d Property ISchedul. f) 7, T'D"Ilo" (S<hedulo GI(S<hodulo l) B. Tolol Grou Au," 110101 Un.. 1.7) 9. Fun.rol hpenl.I, Admlnlltratl.... COil', MIIt.lloneoul hpen... (Sch.dul. H) 10. Debll, Mortgoge L1obllill.., U.n. (Sch.dul. I) II, Tolol O.ductlonl (10101 Lin'l 9 & 101 12. Nllt Volu. of Ellol. 11Ine B mlnul lIn. 111 13. Chorllable and Governm.nlal S.qu,," (Schedul. J) lA, N.I ValulI Sub 1C110 TOA (L1n. 12 mlnul Line 13) 15. Spoulot Tronlfen (for dol.. of d.ath aff.r 6.30.9"1 See InllrucllOnl for Af,plicobl. Percenlag. on R.....r.. Sid.. Ilnclud. "'OIUIII rom Sch.dule K or Sch.dule M.) 16. Amounl of lIn. 1.4 lakoble at 6% rol. (Include ...olu" from Sch.dule K or Schedul. M.) 17. Amoun' of lIn. 1A tOAobl. 01 15% ral. (Include ...olu.. from Schlldul. K or Sch.dul. M.) 18. Principal tOA due (Add taA from lIn.. 15, 16 ond 17.1 19. Creditl Spou,ol Poverty Credil Prior Poymenll (181 Dhcount Inter"l I,! 4 2.2. /'hlo,15 51,YiDlr.,3/n ?''ll) 1<10,39 1,In lIt:- .3 '11. I CJ 0, 3q ~,.1R/,/.I~ ,), C/75,00 d3. 75ro, L/D) + + 20. If Line 1911 greoler than Line 18, enlllr the differ.nCII on lIn. 20. Thh II the OVERPAYMENT. aD 21. If lIn. 18 II greoler than Line 19, .nler the diH.r.nc. on lIn. 21. Thh 11 the TAX DUE. A. Enl.r th. Inl.r.., on th. balonce due on lIn. 21A. B. Ent.r the tolal of L1n. 21 and 21 A on L1n. 218, Thil h the BALANCE DUE. Make Check Payable tOI Regll'.r of Willi, Agent ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -00(-00( Und.r penolli" of pllrjury, I d.dore Ihot I have uomin.d ,hh rill urn, including occomponylng "h.dul., ond Itotemenh, ond 10 ,h. b.11 of my ~nowledge ond b.li.f, illl true, corrlCl Dnd compl.t.. I d.clare that all r.al 11101. hOI bllln report.a atlrue mark.1 ...olu., O.cloratlon of preporllr other than the penonol r.prel.nloliv. II bOlld on olllnformolion of which p"porer ho, any knowl.dg., 'IGNA1UIHO''''!;O'1'U'~Il'OlflIINQ'(lUU~ "'OOIUS. / 1'41 L) If. J. DAt( /3/"/- Co..-""'~ / otA.d-I-<-<I III s'. Cllf'n"r.n- .v;}' ". {tIc<. /.- 12-,) I /"1- 110 "ON"U .:"'J'" ''.5l'H'' ,~"< ...."'N""" '000'" MACDONALD & WEBER, P,A, om / ,,;,G.- (" lv, I- lWGi'l.'ITE C'::lIVE,Sbli+E G I L. / ~,_9l' 52,1210572 BALTIMORE, MO 21236 / z o ~ S .. :IE o u S Chock here If you arc roquolli"O 0 rofund of your overpavmont. (191 (20) (211 (21111 (218) <:13,16(",4 ;) I 0(.'1.03 e). '-/ Sl,2'; C{5 Act '48 of 1994 provides for the reductlon of the tax rate,lmpo,ed on the net value of transfers 10 or for Ihe u,e of the 'pou,e, The rate, a, pre,crlbed by the ,tat ute will bel e 3% (.03) will be applicable for e,tate, of de cede nil dying on or after 711/94 and before 1/1/96 e 2% (.02) will be applicable for e,tate, of deceden" dyIng on or after 1/1/96 and before 111/97 e 1% (.01) will be applicable for e,tate, of decedenll dying on or after 1/1/97 and before 111/98 e Spou,al transfera occurring on or after 111/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (...) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent moke 0 transfer and: a, retain the u'e or Income of the property tronsferred, ...................,...............................,.., b, retaIn the right to deslgnote who shall use the property transferred or Its Income, ............... v v v v c. retain a reversionary interest; or ................................................................................... d. receive the promise for life of either payments, benefits or core' .......,......,........................ 2. If deoth occurred on or before December 12, 1982, did decedent within two yeors preceding death transfer property without receiving adequate conslderallan' If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration' ... ............. ....'................................oo...... to........ It. ............, .....1...... 3. Old decedent own on 'In trust for' bonk account at his or her death'................,........,..,......... V IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. II~UOlI.. 1'1" , ,-.....'.--.,-.-... -'- ~,~:~" -;lflP_ COMMONWIA"" 01 ;'NNIYIVANIA INH""'''C. ,. .nuI.. IlIlDIH'Dle DIN' o SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY -Po +'(\Q Iii t\ 0-1 r,11')-r (All ,,",ert, "1"tly..ewM~ with the I.,ht .f Survlve"hlp ",u.t IN "1,,1...d .n Sch.dul. 'J ITEM NUMBER ,R.; J '-I .5 fa DESCRIPTION VALUE AT DATE OF DEATH "PNC. ~~j~ I N.r'.J , 42.4;' Ca ,11:50. Hke. Ct1n'Jp 1'/,11) PA /701/ C /....f(! Ie.., "'1 11 t!U", ,. of 5 /..IIN.J, -/"/21 _. Il .-, /-J/,J.." t; n,.,..I., tJ, fI , '/.Jofd. C(/,f,~!( l'i/",- Cr".,(; ',',1/ ,PI\ 1701/ /1'j:...:>~ 1i10..J~t.. O...c.'.'.b.......~t SO-161/'2.600 Chtt/.('n('{tn Bo...-I:. Po BOY. 1270 fYJOUfl+a,,, Roo cI... 6-fowe ,VA.f'rflOf\"t .:5a.vinjS a.CCOc.Jn'f NFlfiol1:::BfinK.. Po 80)< 2.702.5 'P,ic.l1monct,V"(j,nilL 2..32.&.1- 70.:15 c..u~ o.eeount 70- S032-S2,3t{ c28/:>~/,;' . OS eN) /02/. Ll8 OSt..7;J.. C> -;. 7- 2.000%5 I, lJ07. 2 b 10) Z8S,Qeo lIou. Gt ~C'lrt (V\('n'~ {/ I C( (',''',':;'//;'1 J J (, ~L rr{'n'.:,)( f,(Ir,tt.:'::J t.J I/u. \/Jr:.d.o/,,'I,(,::. In", L-Id H-. , I,...: Y:'/:;":' .:.~'-(O? C',-,,( ~...,(, ( IINj O~;{I'" 12..1'1, J.~/J 2IY'I;l, C. 2 - N.: v;: z -, (\Jo.1J.J-k. 6.oteJ, 0)'.... (lo....).J p~W c<.-o ~ oL 'H-M~l,-, lt~ ~~I~--;) p.-l~JJU O~~-u..J d.cJJ.. OD 1. I 1-100,0::'> .3 JO,OD0,GU s :';'73 Ir 5.,c (A"och additional .~. )( 11- ahMt. ., ",ore 'flOC. II .......d.J "nil. I.. 1'''1 . COMMONWf~l'H 0' "NN!I'ftVANIA INHU"ANCf fA)!: RnU'N _~ _.___, > _"~,~I'I?IN'.I:>>.ICIDIN' ESTAU.OF------'" Pa...-h 1(!.lo.. A OfS1Dt I j . PLEASE PRINT OR TYPE FILE NUMBER SCHEDULE G TRANSFERS 2..lqS- Oll b "_"_'_"_-h, ~-,-_.."+-_'. .~..._ ~ _'_ "'__"'_""_~_~,ak_.__._.,..__.. _ _ _ ,_ THIS SCHEDULE MUST BE COMPLETED AND fiLED If THE ANSWER TO ANY Of THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET 15 YES, -;11;- -----~~;R~;;;;~_;;-;-~;~;;;T~- - -- --,. ------E~-~IU~I~~ --;-;'~~I~":;UE- -DE~i>-:--- --8~1iMgti.~,\ ~UM8ER '"dud.! nom. 01 'h_ "on.'.'''~.!.h!~'.!!!.~~~~n!~'~_~o.~..~~~.~!,. ~o,. 0' ~'~~I!~~._ _~_, ,_~...._, ____~-'-- A5SE_~, .... _, _.INI.., ~~~A.~.S! . 2.. ., L.l y ~ l -5 1:(Q.~{,Lu-"v Ilatbae.h (d.o..u-cfkJ) 51 2. IWI~' -' ~ODO(J.) 10/1", Po l{a.l{;a ~ /, .J, (::-011" n -IOJ))) 81?.tlQS , 3.tmOl TorY, R, l-hiLbor..{,<;'1' (tJO/.') 612,,(CiG :Joh" ..,.. urQ.r,o (!Son) 8 \ 2..'7 I <i5 ~ Lo.dauto (6iS1er) S/2-1/GS 50Jm~c... l-4a.Lbo.a.h(~ro.nadAu~ 81'2.1\<:;5 Fra.nc.e ~Qo.. 81?.IICJS ",ooo,ou ~_',(J(K).U'...) 1,0:)0,0:.,) 1i)".J~ )::',lfJ 1,000,00 I .' ,3'000'J ID.lJO.;wu 3,000, IO.O~l;J,UU '.000,00 1,000,00 Hal-bMh (~rorWl4 .3, 0Tll.1lI '0,000,00 .3.1o,lf() \ O,Cloo,OO k tl.f ) 307l1l, cf1) I () I 0 00.00 1,000,00 1,000.00 ----.-..---.- ~--~-.-- -~- -, ___'O~~,~_(~I~~.!n!!! ~!!_~!!!!'_ R.,.~p~.~~l!!l'!~L .!.-~g1.0.0_0--.tQo III more .pace iJ n..d.d, in.." odd/tiano' lit"" 0' lome Ji",} . II\1Ull II. l'fll ESTATE OF ITEM NUMBER A. 8, ,4, C. 1. 2, 3, ,4, 5, 6, 7, 8, SCHEDULE H J FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Ploaao Prln' Dr Tyeo 'FILE NUMBER ? 0 "')1 - , I .. l I '," '!- \.' , ~ "~1i;~9,, ..m~.- COMMONWUUH o. f'INN"lV""~t... INHUltANCf ,.. IllIU_N UfllOfNIOICfOfNl I-(j.1; I l'" n 0+:..1 ()+ DESCRIPTION 1. FunorDI Exponaoal ""B((' t', c.co. runt ((1-C1. TAJ./',J"......., toJ,'3, CY'I<!.Qf<O \-b.y,OI 1'{OlJ.N1' .\-1 OV)t't ~ Fl).//,..".: ',j...) bCI.)' ?~')J '( \~.^,)J...v.J,(j f_J. - ./..J..I/~/,,/"'.J.t'..ci~ . r: (}<-'J fll. 'J....rd 1. Admlnlatratlvo CDa'" PellDnal Repre.entatlve Cammlulon. Social Security Number of Peraonal Repre.entatlve: Vear Commlulon. paid 2, Attorney Feea Kot:lO/I.UP.v5' "P1V.lu:li/-=lI.v>J:.. ~ ..dw",.L,Ly~ f~ ~(rc;J... -/0 pOJ,I./'Jko.l~ ~,J. -10 ~ Fa~ V<U.-v..L CV:>J ~ ~a..t.OL ......... ~n...Q.., .' Clolmanl Relatlon.hlp Addreu 01 Clalman' 01 decedent'a death Streel Addreu 3, City Slale Zip Code Probate Fee. Mlacollaneoua Expenaell I~I "/'. .' " I "I L ~ (> " ? ~ . .. . (o}rie f . 'w ()Jo.' 6'1.1... (}1 ~IX G - app~ n;".J(lf; DC P.,j(,f. Ev'b./.,1. ':,( (.,,),CJ..o- O(~f~(v.",nO M. O'l';onnd/- Cl.tp.w.-<;'afJ LDOfccotLi Ql.:J}ye'.c"t - T .t(l/r./~-ut.v d~L( c\ CY.~ i\.-t 6h C-Du.J - T,{ 0./0.-0 (..{A.) OJc..(Lck. 'P.o.' ev."o 1.1 '. ' ([" UJ'J,..L::) [.,. I 'J)cr,r:~:tl '-_ C' I,' 'Jf t..... - () [',' ; ", r' , " ~/I>V Ct..,ct. /.....~..-:.~.I~J. CI..J "-".'~ ~..--> S..Q..J_ Qcl r)...:~L'", ,"J."l r (j.(,qr~ . ,: (! TOTAL IAlso enler on line 9, Recapitulation) (II moro apac. la ne.d.d, Ina." additional ahee'a DI aame II..,) AMOUNT (:,2'1/,00 Sin I .00 l-110,00 'to 7tff(, 52. ' 'If~.,'\O Co.oo 225,00 , 50,00 -...5,00 25.00 ~I.SO 35",15 s 4QOSQ, ,o,[;61-0J..t,6{, ,Pa.1Ju/'JL\...J O~O+Slbl' 2. Hfb.-:O-n ~ ...-- , <"n I , ~I fir II ...', I.:JC.J.,I....,_ - (C.l11'\-l ') c.. "rY\ i5(!.dJ 0./1-'..).; '_'_<0 ~/-(F;'~/(-.JCJ..~'~ ' '--'''' 6"""..",,-,0._ , '___'___'"__'~.w_,.. ,..,.-~._,..._...'... ._.__.. ,...._ .0. ,'"'_u._c_ .m_.__.._ d,,_..8.....,G.a.o(.~mo..':J1"O'~J2.PA..~. 1~;b.J,)./"t'..J 0-t.p:.uciJ.l~/..) .._~__Ioo.oo -9_..~--6Dj)..)J..to - .[e.QS _ . lo2.,oo ___J,Q f4J1Y.Y.:1,pld:_,.Qf._.RP-_~.o.-=-f;.c~ '15 ,DO., , U u..-l-'.Q..;J...:..J(\OjJ~~cv...... '..,g,IS ~..s~,.LS_. - .." '," ...'___ - T' '.',_,'._'_'. "__'_'_~'_,-"_,,,,_._________,,__, ~ ----"'.,-'--.-._~._.__......" ,..., ".'_" T.... .".._,.__.._ __~__-.__,~__'.- ""~"_'__'__~__'__"',______""" __.- ,.~.*- . ..". -.-.---,,..........- .-..........- ." .,~____.., _._~.._'____.._K_...~._ o._'..~.__..~_.. ,_._.._..,_._~..~ ',_..,..,.. _.,,~._.__._._~.__..,..."_ .,__.,.. , .~.__._._----_.._------_..._---.- ._~- -"'.,~. -. _.-. .-..-----.......-.., .. _.. .__~. ..__..__....w_.___....~_._. ..,.,..._._. .'.~____'~~__...________..__~. ___________.._._.~_ ',..,,_.--'.....-_...._...~---_."--_._-_.~..-.~_.---._..__.,_.,...,--_._~. '." ,_..- ...~----......_--_. ....-..- _ .__...._......_.."'. h...,. ",",' _..~___..__....__,..,~._.....,..._.. ,..-,'_'._ _,~.~_._.._.,_...._._.._~__._...___....~.._. ,_.._, _ ..,. '-'-".,- .-.,j-. .....-,. '-' ._-~..._---...__._., .__..-....~-,'. ,." '-'-'.''''''-''--'--'---' -.----............... --.". .-.--..--- ,-..-.--.---.-... "'. _..._ .-~.~.'_.._.."..+....~., u..~.~.___._*.' ~...,.,,_~.~_ .-.. -~,..~~ ...__........_._ _._.\__.-h--o.-.,_U ..._ ...._~....._..__~...' .., .'4..'._.....'..~_n.. '._'-_~.. ..~~.______~.,__.._ ..,~.. ""lIl''''''''. C(),t,lMONWIA'ht 0' PlNN'''I"ANIA INttllll...H(lI....llIuIN "'lll'N' PIUDI"" ESTATE OF ITEM NUMBER \, l. j 4 G , ~, SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Oi-::+r PI.a.. Print ar T . FILE NUMBER Z.lClI5,o, DESCRIPTION \-.u o...eli1 :"'"'?-\"IJ VU/.l rI\P dJPJd- , .Plfl/rvQJ... \)/(.\ 6J ('J'~I:'((UJ I-L_U I'\\JUJ~/,l_( J~I'iJh...L (l ~ H C'101 (' III( cL~ ,,-, ..~"" 0 t ':./l.J1 ...J. '1;,...1.-, A.L .' Anv..I('(l(l/J..J OnC'o\oCjIc.. \-lo'::,r'-j..J- ((JdJ}.r/ '~'e All,ed, Of'l'nopldlCG - n..r.dJf.:4; J..,t;::l'..,~J.. c..ore "5+AAt. VISa. - WeN..:./.. Qo..J..O- ~ TOTAL (Aloo onlo, on IIno 10, Rocopllulollon) $ (If mo,. .poce is n..d.el, ins.rt additionol .ltHIs o( .om, dn.J AMOUNT 4OS,OCl 30Q,oJ .%,2'1 ,1218,0.:) I,s,o.) Z72.G5 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ' BUREAU OF INDIVIDUAL TAXES - Ifll1f"'~~'"'" -,-;.,. ]>,~15'~. DBPARTMENT 280601 HARRISBURG, PA 17128-0601 June II I 1996 MR JOHN TURANO 314 S CHESTER ST BALTIMORE HD 21231 Dear Mr. Turano I Rei Estate of Patricia A. Otstot File No.1 2195-0776 This is in response to your request for an extension to file the Inheritance Tax Return for the above-referenced eetate. In accordance with Section 9136(d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six (6) months. This extension will avoid the impoaition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return muat be filed with the Register of Willa on Dr before December 6, 1996. Because Section 9136(d) of the 1995 Act allowa for only one extra period of aix (6) months, no additional extenaion(a) will be granted that would exceed the maximum time permitted. Sincere~ y/:. . ' .~,: 9t. ,.:,h" 7W1f Inheritance Tax Diviaion S-ITIINH83 6 I amID I 193 June 3, 1996 Ms, Juliana Stoner Dcpl, of Revenue Bureau oflndivldual Taxes Dept, 280601 ~sburg,Pa. 17128 Dear Ms, Stoner: I would like to request an cx\enslon for the filing of the inheritance tax return for estate or Patricia A Olstot (P A No. 2195.(776), My name is John Turano and I am the son of the deceased and one of the personal representatives for the estate, My sister and 1 are expecting a significant payment from a settlemenl agreement, The payment is due June IS, 1996, We need the exlension to incorporale this payment Into the inheritance tax return, If you havc any questions please call me at (410)563-6354, My address is: John Turano 314 S, Chesler Streel Ballimore, MD 21231 Sincerely, ~~ ~/~ John Turano LAST WILL AND TESTAMENT OF I)ATIUCIA ANN CONSfANfINI OTSTOT I, PATRICIA ANN CONSTANTIN I OTSTOT, presently of Cumberland County, Pennsylvania, declare this to be my Last will and Testament hereby revoking all Wills and Codicils previously made by me. , I declare that I am a widow. I have two (2) children, now living, whose names and dates of birth are as follows: John Samuel Turano January 27, 1964 Kathleen Ann Turano Halbach December 17, 1964 All references in this will to my children include only the children named above. MTICLE I I direct that my remains be interred at Ft. Indiantown' Gap Cemetery, Dauphin county, Pennsylvania, with my deceased husband, Walter L. Otstot. Page 1 of 16 Pages ~RTICLE II I give all of my household furnishings and remaining tangible personal property to my children, JOHN SAMUEL TURANO, presently of Baltimore, Maryland, and KATHLEEN ANN TURANO HALBACH, presently of Tabernacle, New Jersey, equally, per stirpes, provided they survive me by thirty (30) days. ARTICLE III I give my 1987 Cadillac Broughm automobile to my sister, I SYLVIA CONSTANTIN I CUCCHARIO, presently of Levittown, Pennsylvania, if she shall survive me. ARTICLE IV I hereby give, devise and bequeath the sum of Ten Thousand ($10,000.00) Dollars to my brother, JOSEPH COSTANTINI a/k/a JOSEPH CONSTANTINI, presently of Burlington, New Jersey, to be held for the benefit of my sister, JEAN JOSEPHINE CONSTANTIN I LAUDATO, presently of Trenton, New Jersey, and used, in his sole discretion, for her maintenance and welfare. In the event that my brother predeceases me, then I give, devise and bequeath the sum of Ten Thousand ($10,000.00) Dollars directly to my sister, JEAN JOSEPHINE CONSTANTINI LAUDATO. ARTICLE V I hereby give, devise and bequeath the sum of Two Thousand rive Hundred ($2,500.00) Dollars to my brother, JOSEPH COSTANTINI Page 2 of 16 Pages A. The entire Trust estate shall be administered as a single Trust until my youngest living grandchild attains the age of thirty (30), B. If at any ti~e the Trustee, in the Trustee's discretion, deems that a grandchild is in need of funds for his or her proper care, support, maintenance or education, the Trustee shall pay to or apply for the benefit of that grandchild any amounts out of the grandchild's share of the Trust estate that the Trustee considers necessary for the grandchild's proper , care, support, maintenance and education. "Education" shall include elementary, secondary, college and post-graduate study at any accredited institution of the grandchild's choice for any period of time that, in the judgment of the Trustee, is advantageous to the grandchild concerned and shall include reasonable amounts for all related living and travel expenses of the child. Should the income be insufficient to provide my grandchildren with adequate maintenance, support, welfare or education, the Trustee may invade the principal of the Trust for these pUrposes, Payments of income or principal pursuant to this paragraph need not be equal for ~ach grandchild and shall not be taken into account at any later division or distribution of the Trust estate for my grandchildren, The Trustee shall accumulate and add to principal any net incom~ not distributed during the year. Payments for the care, maintenance, support or education shall be made only if there are no other sources available for these needs, including the resources of the parents of the Page 4 of 16 Pages grandchild. My primary purpose in establishing these Trusts is to provide sUbstantial assets for my grandchildren when they each reach the ages of eighteen (18), twenty-five (25) and thirty (30), but the share of the trust estate of each grandchild may be distributed for his or her care, maintenance, support or education if necessary. C. The Trustee in exercising its discretionary authority with respect to the payment of income or principal of the Trust estate to the beneficiary, may take into consideration any income I or other resources available to such beneficiary from sources outside of this Trust that may be known to the Trustee. The Trustee may accept as final and conclusive the written statement of the beneficiary receiving payment as to other available income or resources. The determination of the Trustee with respect to the necessity of making payments out of income or principal to the beneficiary shall be conclusive on all persons however interested in the Trust. D. When a grandchild of mine attains the age of eighteen (18), the Trustee shall distribute to that grandchild ten (10%) percent of the then balance of the principal of his or her share of the Trust estate as determined by dividing the Trust estate by the number of grandchildren living at the time who have not attained the age of thirty (30). E. When a grandchild of mine attains the age of twenty- five (25), the Trustee shall distribute to that grandchild fifty (50%) percent of the then balance of the principal of his or her Page 5 of 16 Pages I ~ , ! i r h share of the Trust estate divided by the number of grandchildren living at the time who have not attained the age of thirty (30). F. When a grandchild attains the age of thirty (30), the Trustee shall distribute to that grandchild an amount equal to the Trust estate divided by the number of grandchildren living at the time who have not attained the age of thirty (30). G, Should a grandchild die prior to termination of the Trust, then on the death of that grandchild, the Trustee shall distribute all of the balance of the deceased grandchild's share of the Trust estate to his or her issue then living, per stirpes and not per capita, If there is no issue then living, then all of the balance of the deceased grandchild's share of the Trust estate shall be added to the shares set aside for the benefit of my other grandchildren and the issue of any deceased grandChild, per stirpes and not per capita, including proportionately both the distributed and the undistributed shares. H, All of the trusts provided for herein shall in any event terminate on the expiration of twenty-one (21) years after the death of the last survivor of all my grandchildren in being at the time of my death. I, If on termination of the administration of my probate estate, there has been no distribution in trust to the Trustee and events have occurred which would require the Trustee under the terms of this will to make immediate distribution of all the property, my Executor or Executrix shall perform all of the acts Page 6 of 16 Pages necessary to complete such distribution and for this purpose shall have the powers granted by this Will to the Trustee. J. The determination and/or payment for the estate needs of the Trust beneficiaries shall be made by the Trustee on a regular basis which, in no event, shall be less than semi- annually. K. If at any time any beneficiary entitled to receive income or principal from the Trust estate is a minor or an incompetent or a person whom the Trustee deems unable to handle I the funds properly or wisely if paid directly to the beneficiary, the Trustee in its discretion may make payments in anyone or more of the following ways: 1. To the natural guardian or legally appointed guardian of the person or estate of the beneficiary; 2. By making expenditures directly for the care, support, maintenance, or education of the beneficiary; or 3. To any person or organization furnishing care, support, maintenance, or education for the beneficiary. The Trustee shall not be required to see to the application of any funds paid or applied in any of the aforementioned ways and the receipt of the payee shall be full acquittance to the Trustee. The decision of the Trustee as to which of the aforementioned methods should be used in making payments shall be conclusive and binding on all parties concerned. Page 7 of 16 Pages ARTICLE IX A. In order to carry out the purposes of this Trust established by this Will, the Trustee, in addition to all other powers granted by this Will or by law, shall have the following powers over the Trust estate, subject to any limitations specified elsewhere in this will. 1. To retain any property, pending distribution hereunder, to invest in or purchase any property without restriction to legal investments for fiduciaries, to distribute property in kind, to compromise claims, and to sell any property ai public or private sale; , 2. To make distributions in cash, or in kind at current values, or partly in each, allocating specific assets to particular distributees on a non-prorata basis, and for such purposes to make reasonable determinations of current values; J. To invest and reinvest in every kind of property and investment which persons of prudence, discretion and intelligence acquire for their own accounts; 4. To exercise, respecting securities held in the Trust estate, all the rights, powers and privileges of an owner, including, but not limited to, the power to vote, to give proxies, and to pay assessments and other sums deemed by the Trustee necessary for the protection of the Trust estate; to partlcipate in voting trusts, pooling agreements, foreclosures, reorganizations, consolidations, mergers and liquidations, and in connection therewith to deposit securities with and transfer title to any protective or other committee under such terms as the Trustee may deem advisable; to exercise or sell stock subscription or conversion rights; to accept and retain as an investment any securities or other property received through the exercise of any of the foregoing powers, regardless of any limitations elsewhere in this instrument relative to investments by the Trustee; 5. To manage, control, repair and improve all personal and real property; 6. To lease any real or personal property of the Trust estate for any purpose for terms within or extending beyond the duration of the lease and according to law; Page B of 16 Pages 7. To borrow money and to mortgagc or pledge or otherwise cncumbcr or hypothecate Trust assets as the Trustee may, in its discretion, deem advisable; 8. To procure and carry at the expensc of the estate, insurance of the kinds, forms and amounts deemed advisable by the Trustee to protect the estate and the Trustee against any hazard; 9. To commence, settle or defend, at the expense of the Trust estate, any litigation affecting the Trust or Trust property deemed advisable by the Trustee; 10. To enforce any deed of trust, mortgage or pledge held by my estate and to purchase at any sale thereunder any property subject to any such hypothecation; 11. To pay all taxes, assessments, fees of the Trustee and all other expenses incurred in the collection, care, administration and protection of the Trust estate; 12. To employ any attorney, investment adviser, accountant, broker, tax specialist or any other agent deemed necessary in the discretion of the Trustee; and to pay from the Trust estate reasonable compensation for all services performed by any of them; 13. On any division of the Trust estate into separate shares or trusts, to apportion and allocate the assets of the Trust estate in cash or in kind, or partly in cash and partly in kind, or in undivided interests in the manner deemed advisable in the discretion of the Trustee; after any division of the Trust estate, the Trustee may make joint investments with funds from some or all of the several shares of Trusts, but the Trustee shall keep separate accounts for each share or Trust; 14. On any partial or final distribution of the Trust estate, to apportion and allocate the assets of the Trust estate in cash or in kind, or partly in cash and partly in kind, or in undivided interests in the manner deemed advisable in the discretion of the Trustee to sell any property deemed necessary by the Trustee to make the distribution to the beneficiaries; 15. To exercise such powers, herein conferred, after the termination of the Trust estate until final distribution of the Trust assets; and to valuate Trust property for the purpose of determining the amount of the Trust principal to be distributed to each beneficiary named herein, which valuation, in the absence of a showing of bad faith, shall be conclusive and binding on all concerned; Page 9 of 16 Pages 16. To do all the acts, to take all the proceedings, and to exercise all the rights, powers and privileges which an absolute owner of the property would have, subject always to the discharge of its fiduciary obligations; the enumeration of certain powers in this Will shall not limit the general or implied powers of the Trustee; the Trustee shall have all additional powers that may now or hereafter be conferred on the Trustee by law or that may be np.cessary to enable the Trustee to administer the Trusts in accordance with the provisions of this Will, subject to any limitations specified in this Will; B. The Trustee shall determine what is income and what is principal of the Trust established under this Will and what expenses, costs, taxes and charges or any whatsoever shall be charged against income and what shall be ch~rged against principai in accordance with the applicable laws of the Commonwealth of Pennsylvania as they now exist and may from time to time be enacted or repealed. C. The validity and administration of the Trust established under this will and all questions relating to the construction or interpretation of the Trust shall be governed by the laws of the Commonwealth of Pennsylvania. D. The Trustee shall receive a reasonable fee for the ordinary and extraordinary services rendered by the Trustee. E. The Trustee shall be permitted to terminate the Trust if its fair market value declines or is of such size which makes the continuance of the Trust uneconomical, imprudent or unwise. Upon such termination, the Trustee shall distribute the principal and income to the beneficiary or beneficiaries as set forth in this Will, and, the rights of all persons who might otherwise Page 10 of 16 Pages . shall act. The term "fiduciary" as used herein shall include my Executors and Trustees appointed in this Will. ARTICLE XIV A. I appoint my son, JOHN SAMUEL TURANO, and my daughter, KATHLEEN ANN TURANO HALBACH, to serve jointly as the Co-Executors of this Will. In the event of the death, resignation, renunciation or inability of one of them to act in that capacity, then I appoint the other as the alternative Executor/Executrix of this Will. B. No bond or other security shall be required of any Co- Executors or alternate Executor/Executrix appointed in this Will. C. The Co-Executors or alternate Executor/Executrix shall receive reasonable compensation for their, his or her services performed as determined by the Court in which this will is admitted to probate. D. I give my Co-Executors or alternate Executor/Executrix in addition to and not in limitation of the powers given by law or by other provisions of this Will, the same powers granted my Trustee under Article V with respect to administration of the Trust, to be exercised in the discretion of my Co-Executors or alternate Executor/Executrix with respect to settlement of my Estate without further order or license of the Register of wills or of any Court. E. I give my Co-Executors or alternate Executor/Executrix in addition to and not in limitation of the powers given by law Page 12 of 16 Pages or by other provisions of this Will the powers to make elections, decisions, concessions and settlements in connection with all income, estate, inheritance, gift or other tax returns and the payment of such taxes, without obligation to adjust the distributive share of income or principal of any person affected thereby. ARTICLE XV If any beneficiary or remainderman under this Will in any manner, directly or indi~ectly, contests or attacks this will or any of its provisions, any share or interest in my estate or in the estate of the Trust given to that contesting beneficiary or remainderman under this Will is revoked and shall be disposed of in the same manner provided herein as if that contesting beneficiary or remainderman had predeceased me without issue. ARTICLE XVI If any provision of this will or of any codicil thereto is held to be inoperative, invalid or illegal, it is my intention that all of the remaining provisions thereof shall continue to be tuliy operative and effective so far as it is possible and reasonable. ARTICLE XVII All estate, inheritance and succession taxes, together with any interest and penalties thereon, payable as a result of my Page 13 of 16 Pages ~ death and imposed with respect to any property, whether or not disposed of by this Will, shall be paid as soon as practicable out of the residue of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal and caused this my Last will and Testament, consisting of sixteen (16) typewritten pages, including this and published this attestation clause, to be r.'jh -, day of executed, declared "JLHf{..-n-..b..u. , 1994, at 2917 North Front street, Harrisburg, pennsy 1 vania. /d R\Y.u.~ G~ Ipdtricia Ann Constantini otstot -!~ Jk~ .~tc~ /s1'(Jo..'X/kL A. -6.lt~'T ~I ,ClU Au.- ea_'Lu,'i'~l Residing at 2"11'7 IV. 'tt~"'>d Si:f y-f-u.Jl/l~~\h.t.(5 p~ /1/(0./2Z.::, Residing at 52.3 /..JJ1,;lo.U JA. 1\. ~ b..t.L.lQ.Aui! J-"lt9 170--'{) Residing at 3/67 ~5;;( . . 'i-lo..1A'<-J&.(j fA /7/6("1 Page 14 of 16 Pages ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN I, PATRICIA ANN cONSTANTINI OTSTOT, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. o Sworn or affirmed to and acknowledged before q\J;, me, by PATRICIA day of ANN CONSTANTINI OTSTOT, Testatrix, this 'Yt.~ bJv... , 1994. I.~if~ tho ~ My Commission Expires: Page 15 of 16 Pages AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF DAUPHIN ~~ .~~~ \ Ii A. 0/"'---' 13. ~ witnesses hose names are We >1..~i\ ~~ .J.... and ~~ &-r.- ALTl.u..~ , the signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw PATRICIA ANN cONSTANTINI OTSTOT sign and execute the instrument as her Last will and Testament, that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expres~ed, that each of us in hearing and sight of the Testatrix signed the will as witnesses and that to the best of our knowledge, the Testatrix was at the time eighteen or more years of age, of sound mind and under no constraint or undue influence. /1 ~L~ ~l~ !~l C!(VIL/lLL f=). .gltu!~ !-~I rn~ ~ /1/LW-~'1~ affirmed to and acknowledged before me, by S ~<l~ A .f3,'1..a.~,QJ:(Q and this q~ay of ll~n~, 1994. Page 16 of 16 Pages /5"-0/-// COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE l!..-- BUREAU OF INDIVIDUAL TAXES INH(RITAHCE lAX DIVISION Q[Pl. ZlO6Dl HARRISBURG, PA 11121.0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN JOHN TURANO 314 5 CHESTER ST BAL TIHORE HD 21231 04-28-97 OTSTOT 09-06-95 21 95-0776 CUHBERLAND 101 A"ount R..Ut.d *' ...."" U '" 1"-111 PATRICIA A HAKE CHECK PAYABLE AND REHIT PAYHENT TOI REGISTER OF WILLS CUHBERLANO CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifEIi=i54-j-iiniiiji-Co3':9'rj-ilifficniF-i-NHEiiii'i1NcE-i"Jii-APjiiiAisEH€ili'-,--,m.-ciiiilNcnrlim-------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF OTSTOT PATRICIA A FILE NO. 21 95-0776 ACN 101 DATE 04-28-97 TAX RETURN WAS' I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..I Eat.t. (Schedule A) 2. Stock. ~d Bondi (Schedule 8) 5. Clo..ly Hald stock/Partner.hip Int.r..t (Schedul. C) 4. "arta.a../Hot.. Receivabl. (Schedule OJ S. Ca.h/Bank O.polita'Hile. P.rlon.1 Property (Schedul. E) 6. Jointly awned Property (Sch.dul. fJ 7. Tr~.f.r. (Sch.dull OJ 8. Total A...t. APPROVED DEDUCTIONS AND EXEHPTIONSI 9. Funar.l EMpan..,/Ad... Co.t./H1Ic. Expan... (Sch.dule H) 10. Debt./Hartgag. Liabiliti../Ltana (Schedule Il 11. Tot.1 Deduotlon. 12. Net Ve1ue of T.x Retu~n 15. Ch.rltab1./Gav.~n..nta1 neque.t. (Schedu1. J) 14. Net V.lu. of E.t.t. Subj.ct to Tax If an aaaaaament waa iaauad previoualY, linea reflect figurea that include the total of ~ ASSESSHENT OF TAXI 15. Aaount of Lin. 14 .t Spou.a1 rat. (15) 16. "aunt of Line 14 taxabl. .t Lin.al/Cl... A rat. (16) 17. Aaount of Line 14 taxable .t Col1.t.~.1/C1... n r.te (17) Ie. Principal Tax Due TAX CREDITS I PAYMENT OATE 12-03-96 NOTE I RECEIPT NUI1BER AAIS4933 DISCOUNT l+ I INTEREST/PEN PAID (-I 1,056.21- 49,059.17 2.407.19 1111 1121 (151 (141 14, IS and/or 16, 17 and 18 returna aeaeaaed to date. (91 1101 III IZI 151 (41 (51 161 171 I CHANGED .00 .00 . DO .00 373 .656. 75 .00 49.000.00 CBI . DO X . DO. 354.690.39 X .06. 16,500.00 X .15. I1BI AHOUNT PAID 24,825.45 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTEI To in.u~. p~op.r credit to your account, .ub.it the upper portion of thl. for. with your t.k pay..ent. 422,656.75 1;1 .466 ~6 371,190.39 .00 371,190.39 wiil .00 21,281. 42 2,475.00 23,756.42 23,769.24 12.82CR .00 12.82CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU MAY BE DUE A REFUND. SEE REVERSE INSTRUCTIONS. I or-, s;;;- \0 -. ;!l ~) ~ :t) l..., Cl -r, t:.". ~ l)' ...lJt_. .;.',-. ;J -.J RESERVATIONI Eltat.. of d.c~ent. dying on or bafor. D'c'~'r 12, 1'.2 -- If ~w future lnt.r..t In the ..tata I. tr~.f.tted In po......on or enJoyaent to e.... I (coUataraU bln.flca.rl.. of ttM dlcltd.nt aft.r tM Ixplratlon of ....y ..t.t. 'or II'. or for y..t., ~ Co-.onwI.lth heraby IkPr..,ly ta..tVI, thl right to ~r.I.. ~ ...... 'tln."" I~rlt~. Ta_l. at the 1..,,,1 el... I (collat.rall t.t. on en)' such 'utUt. Int.,...t. PURPOSE OF NOTICE I To fulflU the ,..qulnaent. of SHUon Zl40 of the IntMrltMCI WMI hlah hie Act, Act 21 of 1995. en P.S. s.ctlon 9140), PAYttEHTI o.tKh tM top portion 0' thh Notle:. Ilnd .ubIIlt with your P'Wllent to the A.ght.r of Will. pdnti8d on the tn.,... .Ide. ntwl. chKk or ~y or.r PIY-*'.. tal REaISTER OF MILLS, AGEMT REfl.ICD (CAli A nf\nd of . hx erNIt, whIch WII not r.~.t.d on thl hll Aaturn, ..y ba nqu..tad bV cOllflhtln, ." "Application for R.fund of P~,ylvanl. I~rltanc. ~ f,t.ta Ta." (REV-ISIS). Application' ara av,llabl. at the Dfflc. of ~ Rall,t.r of Will" any of the tS Ravenue DI,trlct Dfflc.., or by c.lllng the ,pecl.l 24-hour anrwerlno ..rvlc. nuabar. for for., ord.rlngl In Pann.vlvanl. 1-100-S61-tOSO, out,ld. Penn'Ylvanla and within loc.1 Harrlaburl araa (717) 717-1094, TDDI (717) 77t-ttS2 (H..rln, I.,alr.d Only). OBJECTIONS. Any part) In Int.r..t not .atl.fl.d with the appr.I....nt, .Ilowanca or dl..llowanc. of d.ductlon., or ......-.nt of tax (Includlno dl.count or Int.ra.t) .. .hown on thl. Hotlc. .u.t obJact withIn 'Ixty (60) d.v. of r.celpt of thl. Hotlu bVI --.rlttan prota.t to the PA D.p.rt.ant of Ravanoe, Bo.rd of App..la, D.pt. Zllorl, H.rrl.burg, PA 171ZI-10ll, OR --al"tlon to have thl ..tt.r d.t.ralned .t MKIlt of the "CDLrlt of the p.r'OMI r.,n,snt.Uv., OR --appa.l to the Drph.".' Court. AIlHIN ISTRATlVE CORRECTIONS I Factual .rrora dl.cov.r.d on thl. .......ant .hould b. addr'a.~ In wrltln, tal PA D'Plrt..nt of RIVenue, lura.u of IndivIdual 'axu, ATTNI Po.t A.......nt RIVI.. Unit, D.pt. Z10601, Itlrrltbura, PA 171ZI-06Dl Phone (717) 717-6505. S.. p.a. 5 of thl booklat "In.tructlon. for Inh.rltanc. T.x R.turn for. R..ldant Dec~t" (REV-1Sol) for an .xpl...atlon of adalnl.tr.tlvaly correctabla arror.. If any tax dull .. p.ld within thr.. u) c.IMd.r IIOIlth. .ft.r the d.ud."t'a d..th, . flva parcent CS~) discount of the t.x p.ld la .llowed. ThI IS~ t.x .-na.ty non-p.rtlalp.tlon pan.lty I. cDlputad on the tot.1 of ~ tax and Int.r..t .......d, .nd not p.ld b.for. January 18, 1996, the flr.t dlV aftar tha end of the t.x .~..tv p.rlod. Thl. non-partlclp.tlon p,",lty It eppe.I.tJ1a In thl .... .amar ~ In tM the .... U.. p.rlod I. you would ~..I ttM tlX and int.r..t that hili blan ......ed ., IncHeat.d on thlt notlea. DISCOUCTI PENAl'YI INTER(STI Int.,a.t It charged ba,lmlno wIth flrat dev 0' dellnquencv, or nlN (9) *WIth. and ana (I) d.v frOft thl d.t. of de.th, to the dah of P')'HOt. T..u which Me... delinquent "fora JMUllry 1, 1912 ba.r Intarut .t the rata of II. (OJ ,.rcant par .",.... c.lcul.tad at . dalh rata of .000164. All tax.. which bee... delinquent on IInd .ft.r J~r~ 1, 1912 wIll baar lntara.t .t . r.t. Nhlch wIll v.rv fr~ calandar y.ar to c.land.r y..r with that r.t. ~ad by tha PA Dap.rtaant 0' R.vanua. The appllcabla Int.r..t rat.. for 1912 through 1997 ar.. '!!!! Int.rut R.ta Dallv Int.r..t F.ctor !!!r Intlr." Aat. D.lly Int.rllt F"tol" 1911 zOX .OOOSU 1917 'X .0OOl47 In, 16% .00041a 19"-1991 llX .OODSDl 1.14 llX .000SOl l"Z ox .OOn47 1915 UX .ODOSS6 1"'-1994 n .000.,l 1'" lOX .000274 1995-1997 ox .000247 ulnt.rut i, calculatad .a followlI INTEREST. BALANCE OF TAX UlfPAIO X HUlIBER OF DAYS OELIHQIlEllT X DAILY INTEREST FACTOR --Any Hotlc. l..uH .ft.r ~ tax bacoaa. dtIl1~t will r.naot an Int.r." ulculatlon to flft.." CIS) days bayond ~ det. of thl ..........t. If pav-nt .. Ad. aft.r the Intlr..t coaput.tlon data ahown on thti Hotlu, .tdltlonal Intuut .,.t .. cllcul.tad. STATUS REPORT UNDER RULE 6.12 Nllme of Decedent I fa fr;c.tq, II. tJ-f s-l-crf Dllte of Dellthl Sepf. t I / rr:;- f Will No. /1'fS-- 06 77fo Admin. No. ;}..L'!S-077&' Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the IIdministration of the above-captioned estlltel State what her administration of the estate is complete I Yes tL No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I 1. 3. If the answer to No. 1 is Yes, state the following I a. Did the personal repr~ntative file a final account with the Court? Yes No I~' b. The separate Orphans' Court No. (If any) for the personal representative's account is: c. Did t.he personal representative stat;P-' an account informally to the parties in interest? Yes vr No I..;~ 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. ~L/~ Sign r~hr1 IUraM Name (Please type or ~rint) 31t.{ 5". Chesrer Sf. Address TJl>/frM"rt:.r wtP "Z.. I?-:!. I (lIID ) S"c. 3 - "::5 ~Lf: Tel. No. Capacity: ~ersonal Representative ::1\ Datel 10- ""C-C(7 '.'1 ,-. .., f-~. .:lei Counsel for personal representative (HAH Irmf/ AM3)