HomeMy WebLinkAbout95-00971
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EST PA ESTATE TAXES FOR OPAL JONES
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PETITION ""OR IJROHA TE nnd GRANT OF I.KITERS
No, :i J - I q q .!j - q '7/
To:
Regluer of Wills for lI\e
Deceased, Counly of Co...... Ql1.r ~r<}. In Ihe
Social Securlt)' No.'J.o\.{ ... 0\ - ;is IS Commonwealth of Pennsylvania
The pelltlon of the undersigned respeclfully repre'enls Ihal:
Your pelllloner(s), who Is/are 18 years of a~or older anlhe exeCUI c..'"
In the last will of Ihe above decedenl. doted 0~~'t \ 0
and codlcll(s) doted
Estare 01 OPp. L
also known as
s, ::rO~It:5
~amed
, 19-2-
(Ualr relc~\'ant circumstances, e.,. renunclallon, dUlh Dr ueculor. CIC.)
Decedcnl \\'11' domiciled at dealh In r u.......'nD ....\ ~~ Counly, Pennsylvania. wllh
h\~= ~tJ?~~ or ~~:I~esld~~ ~~ \o.\J,j:.,~G \-I".")rv--o. ,
lihll f'ilrt-'t.t, Rum"..r, Twp. 0; Burn, I
Decedenl,lhen I:M__ )'eors of age, died ~L~'o.Q.c \'0 .19<;<;:'
01 \..J:.~~ ~\'Y'<l. C.e~ ~ \>;:... ,
Except os follows. decedent did nol marry. was not divorced and did nOI have 0 child born or adopled
aner execullon 01 Ih.. will offered for probale; was not the vlcllm of 0 killing and was never adjudicated
incompetent:
Decedelll at dealh owned properlY wllh e'llmaled values as follows:
(I f domiciled In Pa,) All personal properly
(If not domiciled In Pa,) Personal properlY In Pennsylvania
(If nol domiciled In Po.) Personal properlY In County
Value of real eSlale In Pennsylvania
slluated os follows:
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WHEREFORE, petitioner(s) respeclfullY requesl(s) Ihe probale of Ihe 1051 will and codlcll(s)
presented herewith and the grant orlellers \e~\:rf"NU'\~~
(lellamenta,)': admlnlllralion c.l_a.: adminlslration d,b.n.c.I.I.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEAI.TH OF PENNSYLVANIA } as
COUNTY OF ...J~, ,j., , '" ,.
The pelllloner(s) above-named ,...ear(s) or arrirm(s) Ihatthe slalements In Ihe foregoing pellllon ore
Irue and c"neelto Ihe besl of the knowledge and belief of pelllloner(s) and Ihat os personal represen,
tallve(,) of the above decedent petitioner(s) will well and t Iy admlnlsler Ihe Ole according to low.
/
Sworn 10 or arrirmed IInd subscribed { 11
before me Ihls 27 UL__ day of
DECEM ' 19...!1.S-
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ARYl C. r.EWl's In(J&''''l_,)
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LAST WILL AND TESTAMENT
011
OPAl, S. JONES
I, OPAL S. JONES, of 216 North 30th Street, Camp Hill, Pennsyl-
vania, being of sound and dispoBing mind, memory and understanding,
do hereby make, publish and deolare this to be my Laot Will and
Testament, hereby revoking and muklng void uny und all Wills or
Codioils made by me ut any time heretofore.
ITEM l: I hereby direot my hereinofter named Exeoutrix or
Exeoutor to pay all of my funeral expenoeo, eo tate and inheritanoe
taxes ao soon after my death as may be found oonvenlent.
ITEM 2: I give and bequeath all my tangible personal property
,
which I may own at the time of my death, together with any polioies
of insurance thereon, to my daughter, DIANE J. GRUBMEYER, if she
survives me by thirty (30) dayo; provided, however, that if my
daughter does not survive me by suoh period, suoh property I give and
bequea th to my granddaughter, CHERYI, o. r~ERRIl,r,.
ITEM 3: All the rest, residue und remainder of my cstate,
whether real, personal or mixed, of whutsoever nature, wheresoever
situate and from whatsoever source derived, I give, devise and
bequeath to my daughter, DIANE J. GRUBMEYER, if she survives me by
thirty (30) days.
CLlCKHIA . ,IAREH
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not survive me by suoh period, all the rest, residue and remainder of
ITEM 4: In the event that my duughter, DIANE J. ORUBMEYER, doeR
my estate I give, devIRe nnd bequeath to the DAUPHIN DEPOSI'l' BANK AND
TRUST COMPANY, in trust neverthelesfi, for the following UReR nnd
purposes:
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(a) All of tho net income find so muoh of the principal as
the Trustee, in the Truntee'n Bole discretion, may from time to
time think desirable, ahull he so diatrlbuted to or for the
benefit of my granddaughter, CHERYL O. folE:RRILL, in such amounta
or proportions as my Trustee may from time to time think
appropriate; and
(b) Beginning with the sixth year after the death of my
daughter, DIANE: J. ORUBMEYER, my granddaughter shall have the
right to withdraw up to but no more than ten percent (lO~) of
the principal balance remaining in the trust in anyone year.
This right of withdrawal shall not be cumulative.
(c) Upon the withdrawal of all of the principal by CHERYL
o. folERRILL, the trust shall terminate, and the Trustee ahall
distribute any undistributed Income to CHERYT. O. foIE:RRIT.L at the
time of termination.
(d) Upon the death of my granddaughter, CHERYL O. 14ERRILL,
prior to termination pursuant to subparagraph 4(c) above, the
then principal and undistributed income of the trust shall be
distributed BS follows:
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(l) All th~ r~st, residue end remainder of my estate
shall oontinue to be held, in sole and separate trusts, by
DAUPHIN IlIWOSI'r IlAIIK AlID TRUS'r COf1PAtlY I'or the benef it of
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the issue of my gl'anddllullhter, ClllmYL O. MlmIlILI" per
stirpes, for the following uses and purposes:
(a) So muoh of the net inoome and prinoipal as
the Trustee, In the Trustee's sole disoretion, may from
time to time think desirable, shall be distributed to
or for the benefit of my granddaughter's surviving
issue in suoh amounta or proportions as my Trustee may
from time to time think appropriate; and
(b) Any net inoome not so distributed shall from
time to time be aooumulated and added to the prinoipal.
My primary oonoern is for the oare and
eduoation of my granddaughter's surviVing issue until
they beoome self-supporting.
(0) At the time that eaoh surviving issue
renohes the age of twenty-one (2l) years, the Trustee
shall diatribute to Bald iaRue from said 188ue's trust
all of the prinoipal and aooumulated and undistributed
inoome and that issue's trust shall terminate.
(d) If any benefioiary of this trust shall not be
surviving at any time for distribution set forth
hereunder, thllt deoeased benefioiary's undistributed
share shall be divided equally among the other trusts
oreated hereunder.
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ITEM 5: Should any trust created herein, in the Bole opinion of
the Trustee, be or become too small to warrant continuing such fund
in trust, or should its adminlatration be or become impractical for
any other reason, the Trustee, in ita sole discretion, may pay auch
share, absolutely, to the parent or other person maintaining said
beneficiary of the trust, or if said person is over the age of
eighteen (18) years may distribute and make payment of said share
directly to the beneficiary.
ITEM 6: I authorize my Trustee:
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CLECKNER . rEAREH
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(a) To sell, convey, exchange, convert, improve, repair,
manage, operate and control;
(b) To lease for terms within or beyond the term of any
trust provided for in this Agreement and for any purpose,
including the exploration for removal of gas, oil, and other
minerals; and enter into any covenants and agreements relating
to the property so leased or any improvements which may then or
hereafter be erected on such property;
(c) To encumber or hypothecate for any trust purpose by
mortgage, pledge, or otherwise;
(d) To carry insurance of such kinds and in such amounts at
the expense of the trust provided for in this Agreement as the
Trustee may deem advisable;
(e) To commence or defend at the expense of any trust
provided for in this Agreement such litigation with respect to
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any such trust or any property of the truat eatate an the
Trustee may deem adviaable;
(f) To invent and reinvent the truat estate funds in such
property as the Trustee may deem advisable, whether or not of
the oharacter permitted by law for the investment of trust
funds;
(g) To vote and give proxiea to vote any aecuritien held by
the Trustee in trust pursuant to this Agreement, having voting
rights;
(h) To pay any assessments or other charges levied on any
stock or other neourity held by the Trustee in trust pursuant to
this Agreement;
(i) To exercise any subsoription, conversion, or other
rights or options whioh may at any time attach, belong, or be
given to the holders of any stooks, bonds, seourities or other
instruments held by the Trustee in trust pursuant to this
Agreement;
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(j) To partioipate in any plana or proceedings for the
foreolosure, reorganization, oonsolidation, merger or
liquidation of any oorporation or organization that has issued
securities held by the Trustee in trust pursuant to this
Agreement, and inoident to suoh partiolpation to deposit
securities with and transfer title of securities to any
proteotive or other committee establ10hed to I'urther or defeat
any suoh plan or proceeding;
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(k) To enforcc any mortgage or pledge held by the Trustce
in trust pursusnt to this Agrccment and at any sale under any
such mortgagc or pledge to bid and purchase at the cxpenoc of
any trust provided for in this Agrcement any property subject to
such seourity instrument;
(l) To compromise, submit to arbitration, release with
or without consideration, and otherwisc adjust any claim in
favor of or against any trust provided for in this Agreement;
and
(m) To subject to any limitations expressly set forth in
this Agreement and the faithful performance of 1ts f1duc1ary
obligations, to do all such acts, take all such procced1ngs, and
exeroise all sueh rights and privileges as oould be done, taken
or exercised by an absolute owner of the trust property.
(n) To have the power to borrow money from any person,
firm or corporation, for any trust purpose, on such terms and
conditions as the Trustee may deem proper and obligate the
repayment of sllch borrowed money.
(0) To loan or advunce 1ts own funds to the trust for any
purpose at the rate of interest being charged by Dauphin Depos1t
Bank and Trust Company at the time such loan or advance 1s made
to other persons having a net worth equal to that of the trust
estate for similar loans or advances. Any such loan or advance,
together with the 1nterest accruing on such loan or udvanoe,
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shall he a first lien against and shall be repaid from the trust
estute.
(p) To purchase securltlen or other property from und to
make loans and advancements to the trust estate with or without
security to the Executor or other reprenentatlve of my eatate.
(q) Except as otherwise specifically provided in this
Agreement, the Trustee shall have full power and authority to
determine, In their discretion, whut shall constitute principal
of the trust estate, gross income of the trust estate, and net
income of the gross estate distributed all under the terms of
this Trust.
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(r) All property taxes, assessments, fees, charges, and
other expenses incurred by the Trustee in the administration or
protection of the trust created herein, including the
compensation of the Trustee prOVided for herein, shall be a
charge on the trust estate and shall be paid by the Trustee
prior to final distribution of the trust estate in full out of
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the principal or in full out of the income of the trust estate,
or partially out of principal and partially out of income of the
trust estate, in such manner and proportions as the Trustee may
deelll advisable.
ITEM 7:
(a) \~henever the right of any beneficiary to payments from
net income or principal of the trust estate shall terminate,
CUCKH[ft . rUUH
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CUCICHER . 'URJ;H
Iono.HIT. Af LAW
flUIIIIUIII. PlIUIITLYAHIA
either by reason of death or other oause, any aoorued or
undistributed net inoome from the trust estate undistributed by
the Trustee on the date of auoh termination shall be held,
administered and distributed by the Truatee in the same manner
as if the income had accrued and been received by the Trustee
after the date such beneficiary's right to receive paymenta from
the trust terminated.
(b) In exercising its discretionary authority where
prOVided hereunder to make payments to or for the benefit of any
beneficiary from the net income or prinoipal of the trust
estate, the Truatee ahall take into consideration any income or
other meana of care, maintenance, support or education available
to such beneficiary from sourcea outaide the truat that may be
known to the Truatee.
(c) Bxcept as otherwiae expressly provided for herein, no
beneficiary of any truat provided for herein ahall have any
right, power or authority to alienate, encumber or hypothecate
his or her interest in the principal or income of auch trust in
any manner, nor ahall any interest of the beneficiary be aubJect
to claims of his or her creditora or liable to attachment,
execution or other process of law.
(d) On any final or partial diatribution of the assets of
the trust estate, the Trustee in its sole discretion may
distribute such aasets or may sell all or part of such assets
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and make d iatribution in cllah 01' p"I'tly ill clIRh and plIl'tly ill
kind.
ITEM 8:
(a) The Trustee nhall hllve the right to reaign at nny time,
and on sueh re8ignatlon, the Orphan's Court of Dauphin County
shall, upon application of any interented party, have the right
to appoint n succcssor Trustee.
(b) Any nucocssor Trustee IIppointad aB provided in Item 6,
Seotion (a) herein shall, on appointment being made, immediately
suoceed to all title of the Trustee to the trust estate and all
powers, rights, discretions, obligations and immunities of the
Trustee hereunder with the same effeot as though the successor
were originally named as Trustee herein.
(c) The successor Trustee shall receive as compensation for
its serviees hereunder the amount set forth in its schedule of
fees at the date of its appointment.
(d) No bond shall be required of any Trustee; or if a bond
is required by law, no surety cnn be required on such bond.
(e) The Trustee shnll make an nllnual accounting to the
current beneficiaries of the trust created hereunder. The
account shall include a report of the receipts, disbursements,
and distributions since the last accounting, nnd the status of
the principal and any undistributed income on hand at the date
of the aecounting. The IIpproval of any nccount by such
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bcnefioinriea ahull be final nnd binding upon all peraons no to
the mattera and trananotionn ahown in that aooount. Notwith-
atanding the foregoing, the Truutee may at Rny time npply
for Judioial aettlement of ita nooounta. The benefioiaries
shall have the right to inapeot the books und reoords of the
Trustee relating to the trust, and the Truatee shall make suoh
books and reoorda avnilable for inapection by Buoh beneficiary,
or by the repreaentative of suoh bcneficiary at nll reaBonnble
hours.
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ITEM 9:
(a) The validity, construotion and all rights under this
Trust shall be governed by the laws of the Commonwealth of
Pennsylvania.
(b) Should any provision of this Agreement be or become
invalid or unenforoeable, the remaining provisiono of this
Trust shall be and continue to be fully effective.
(c) Any notice or any communication required or permitted
hereunder to be delivered to or served on the Trustee shall he
deemed properly delivered to, served on and received by the
Trustee when peraonally delivered to the Trustee, or if a
corporate Trustee, to a trust officer of the Truatee, or, in
lieu of such peraonal service, when deposited in the United
States mail, certified with postage prepaid, nddreosed to the
CUCICNER . 'UREH
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Truatee at its current mailing nddre3s as listed with postal
authorities.
ITEM lO: I nominate, oonotitute and appoint my daughter, DIANE
J. ORUBMEYER, as Exeoutrix of this my Last Will and Testament. In
the event that my daughter haa predeoeaned me or i8 otherwl8e unable
to serve, I nominate, constitute and appoint the DAUPHIN IlI,POSIT BANK
AND TRUST COMPANY, a8 Exeoutor of thi8 my Last Will and Te8tament.
IN WITNESS
~ day of
WlllmEOF, I have hereunto 8et
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my hand and seal this
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OPAL S~ ,JONES
(SEAL)
* * *
Signed, sealed, published and declared by the above-named
Testatrix, OPAL S. JONES, to be her Last Will and Testament, who, in
our presenoe, at her request and in the presenoe of eaoh other, we,
believing her to be of sound
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understandinH, have'hereunto
and disp08ing mind, memory and
subsoribed our names as witnesse!l'7
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COMMONWEAlml OF PENNSYLVANIA
COUNTY OF DAUPHIN
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We, OPAL S. .JONES, Testatrix, J,-,,"il/'I' .\J ("Li:(~':l{hl" , and
vI~~~vI ,4. ~~/d~ , witneBoes, respeotively, whose
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names are signed to the attaohed or foregoing instrument, being
first duly sworn, do hereby declare to the undersigned authority
that the Testatrix signed and exeouted the instrument as her Last
Will and Testament and that she had signed willingly, and that she
exeouted it as her free and voluntary aot for the purposes therein
expressed, and that each of the witnesses, in the presence and
hearing of the Testatrix, signed the Will as witnesses and that to
the best of their knowledge, the Testatrix was at that time
eighteen (la) years of age or older, of sound mind and under no
constraint or undue influence.
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OpAL S. JONES.--Tes~trix
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Subsoribed, sworn to and acknowledged before me by OPAL S.
JONE~ the Testatrix, and subscribed and sworn to before me by
Ji-;/'IIII.:D /.V CL.{;C.gN/,'-;2. and Jel7r1Y A, ~tJ/;,s .
witnesses, this ~ day of \ '/"d/'V 1990.
CLlCICHEII . FEAUN
A"OINUI U uw
t1AJlI.IIUIII, '1H..lnVAPlIA
Ill...
SHARO!I K. GHI,FFER, ~':T ~,R'I FU~LIC
H!\R~:Sf!:;;Q, np;Ptl:~l COVNTY
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MfJ:'a~(I. Po,1rr'/1"a:~d I~:"..dn~':nl flJ ttr:'ivi-n
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"Vo'''' n . .: ;.:.O"ICIAL AKII". PINNSYLVANIA'INHIRITANCI AND ISTATITAX
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RECEIVED FROM.
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ACN
ASSESSMENT l'!'
CONTROL ...
NUM8ER
AMOUNT
CLECKNER RICHARD W
:31 N eND STREET
101
..El3,7ee.oo
HARRISBURG, PA 17101
ESTATE INfORMATION,
I:t fiLE NUM ER
~ 21-1995-0971
I:t NAME Of DECEDENT (LAST)
1;,1 JDNES OPAL S
II DATE Of PAYMENT
EJ POSTMARK DATE
COUNTY
SDN 204-01-2575
(fiRST) (MI)
CUMBERLAND
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
'U:3,726.00
SI(
Cl.ECKNER &. FEAHEN
C/D RICHARD W CLECKNER
CHECK* 00724-2530B
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~ SIGNAtURE
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RECEIVED 8Y /:'"
SEAL
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REGISTER OF WILLS
MARY C. LEWIS
REGISTER DF W1LLS
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RECEIVED FROM:
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ACN
ASSESSMENT r:'I
CONTROL Ii:iI
NUM8ER
AMOUNT
CI.EX:KNER " WAREN
CLECKNER RICHARD W
31 N 2ND lllRECT
101
"8,1.00.00
HARRISBURG, Pfl
17101
ESTATE INfORMATION.
~ filE NUMBER
Y 21-1995-0971
EJ NAME Of DECEDENT (lASTI
II DATE Of PAV:ENT
m POSTMARK
COUNTY
BSN IW4-01-2575
(fiRST' (MI)
DATE Of DEATH
REMARKS
m TOTAL AMOUNT PAID
"B.I.OO.OO
5K
SEAL
DIANE J GRUBMEVER
C/O CLECKNER & FF.AREN
CHECK41 :3
REGISTER OF WILLS
,.
RECEIVED 8Y /1//, , 1',', '/" ',) '1/
SIGNAtURE "
/,~ '. '. )
MI\RV C. LEWIS ~/,'"
REGISTER OF WILLS '''':'~
t;.--",
"",;
i
,
.,---
.
__. _" ~__._.:'..~_.~_ _'.'f..v o-~..
Rt:V.1500fK+ 17.941
. *
C.OIf.MONWUHH Of 'WNUlVANIA
lJtPAUM(NT Of R['II'[NUE
01" :lIObOl
HAARI!lIUIIQ, 'A 111211.0601
(lOIN !t NAMI(lAU. ..'1, AflD MI[}OI( IwtlAl1
15
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
., C:J - L1 .
'OR DAnso, DIATHAnlR 12/31191 CHICK HIRI
I' A SPOUSAL
POVERTY CRlDIT 15 CLAIMID 0
'IU NUMBER
~
w:Sut
f;llE~
5~iil
lilffi
..",
..",
fl~
21
COUNTY CODE
1995
YEAR
0971
NUMBER
ffi
fil
f;l
'"
Dlc.lOlul~ COMrlln AllOIU!l
Lcade~ Nu~slng Home
r .---- 1700 Ma~kct St~eet
iO(IAIUCUIIIIYNU.....U DAIlOlO(AHt [)AT(orIIITtt Camp Uil.l, PA 17011
204-01-2575 12/18/95 10/21/06 Co." Cumberland
"~~'~'"'' """'00 "0... '0"""" .,.., "" .,,,,, ,..."." ,0<'" lICU'"'''UMtIR l'MOUNr,j(j"'D ,,""""U(IoO""
00 1. Orlglnol R.lurn rJ 2. Supplemenlol Relu,n D 3. Remainder Return
- (IOf date, 01 death prior 1012-13.82)
~ S. Fed.fol Eilol. Tall Return Required
lB. Tolol Numb.r of Sof. Depolil 80""
JONES, OPM, S.
o AD. future Inle,..' Comproml..
~ ('Df dole' 01 dealh oft" 12.12-821
Decedenl Di.d Te,late 0 1. Oecedent Mainlained 0 li...ing Trull
(Atloch copy of Willi (Allach copy of Tru'l)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI
A"^NMN' E RHOADS ESQUIRE c~~~~~'~D~~ ~EAREN
.. P. O. Box 11847
31 North Second Street
Ha~~lsbur ,PA 17108-1847
126,000.00
574 , 776.11
0.00
0.00
411,592.86
oA.
00 6.
lImit.d e,lo,.
II)
(2)
(3)
(4)
(5 )
'"
'"
;::
:5
E
:c
u
w
..
1. Real E.to'e (Schedule A)
2. Slack, and Bond, ISchedule 8)
3. Clotlly Held Slock/Portnenhip Inler..1 (Schedule CI
A" Mortgage, and Not.. Recei...able (Schedule D)
5. Calh, Bon" Depolil. & Milcelloneoul Penonal Property
(Sch.dul. E)
6. Joinlly Owned Prop.rty (Schedule F)
7_ Tronde,. (Schedule OJ (Schedule l)
B. Tolol Groll Aile" (Iotallin.. 1-71
9. Funeral bpen"l, Adminhtrali...e CO'"' Miltellaneou.
bpen.., (Sch.dule HI
10. Oebll, Mortgage lIobllilles, lIenl (Schedule I)
'1. Tolol O.duction. (10101 line. Q & 101
12. Nel Value of Ellal. (line 8 minuI line 11)
13. Charilobl. and Go...ernm.ntal Beque'II ISchedule JI
104. Nel Value Subjecl to To. (lino 12 minu.line 13)
15. Spousal Tronlfe,. (for d011ll of dealh ofl.r 6-30.9041
See Inslrudions for Ar,plicable Percenlage on R.....lle
Side. (Includ. volulll rom Schedule K or Schedule M.)
16. Amounl of lIn. '4 laxabl. at 6% role
Ilnclude valu.. from Schedul. K or Schedul. M,)
17. Amount 01 LIne III laxoble at 15~b rol.
(Includ. valu.1 from Sch.dule K or Sch.dule M.)
18. PrlncipolloJlt due (Add 10... from line. IS, 16 and 17.)
19. Credill Spoulal Poverly Credil Prior Paymenll Diltount
+ 92,128.00 + 4,846.84
20. If line 191, greot.r than Line 18, .nler Ihe difference on L1n. 20. Thl.ls the OVERPAYMENT.
aD
9.335.28
0.00
9,335.28
689,225.09
35,000.00
(6 )
17 )
(8) 1.836,594.06
(91
70,080.15
(101
5,l45.02
(II)
(12)
(13)
(14)
75,225.l7
l,761,368.89
0.00
1,761,368.89
(IS) '._D
(16) 2.0_54,}68.~p-__. .06.
(171 7 ,.OO~~~__. .15. _
105..L.;Hi~___
1.050.00
'"
'"
;::
c
~
~
:E
'"
u
><
c
~
(181
106,312.13
Inler,,1
96,976.84
0.00
(191
(20)
Chock hero if you ora roquolling 0 rofund of yOUr overpayment.
21. If line 181. greotlr than line 19, enler Ihe difference an Line 21. Thi. it tho TAX DUE.
A. Enler Ihl Inlerell an Ih. balance due on line 21 A.
B. Enl.r the tolol of lInl 21 and 21A on Line 21B. Thl.1I the BALANCE DUE.
Make Ch.ck Pavobl. tal R.ght.r of WIII" Ag.nt
la. ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH 00( 00(
Under penahi" of perjury, I declare Ihall have ....amlned Ihl. relurn, Including accompanying Ithedulll and .Ialemenls, and 10 Ihe bill 01 my "nawledge and beliel,
It is Iru., carr.ct and complell. I declar. that all real 1I10le hat bun reported at I,ue morbI value. Oecla,ofion of preparer other than Ihe peflonol repr...nlali...e II
bOlld 0 all information of h h p,e rer hat any ~nawledge.
'IGN O. W"ON I(SPON '01' OIUUIN AOO'(55 Diane J. Gcubmeyer, 8xecutr:"1 x, G N. DAn,
(, -30th St, Call'lLH Ill. PA 1'1011 I I
AOOI(55 Ann E. Rhoads, Esq., C~ner and (-""ear-en, DArr
P.O. Box 11847. 31 N. 2nd St., Hgg,. PA
1-..]~H14'7-
(21)
(21AI
121&1
fI(Y.I$Ol (11;+117851 1
. ~~J~'~l\
-'MW.......
(PM~~~t~~,~l~~EOr'Atf ~f~~~~ANI"
IUIOW' DfnOlN1
,
II
FILE NUM8ER
2l-l995-0971
. ----_.~..__.._...'"-
(Prop.r'y lolnlly-own.d with Rlgh. of 5urvlvollhlp mu.' b. dlnlo..d on 5th.dul. Fl All ,.01.,'01. .hould b. ,.port.d 01101, mork.t volu.
which I, d.flned 01 thl prlCI at which propertv would b, IlCChonu.d b..w.." a willing buy., and a wlllln" ..u.r, n.lth" being comp.lI.d
!o b~y or ..11, ~~Ih ha~lnu r'~lonDbl. knowl.dUlI: of thl ,.I.van' facti.
SCHEDULE A
REAL ESTATE
ESTATE OF
JONES, OPAL S.
ITEM
NUMBER DESCRIPTION
I, Real Property situate at 216 North 30th
Street, Borough of Camp Ilill, Cumberland
County, Pennsylvania
~ attached appraisal
n n . ~ ~ T()TAL IAI.o .nlor on IInol,RocopUulotlonl
(II mort space i. ne.ded, inle,' addilionollhee'J 01 lame ,i""
VALUE AT DATE
OF DEATH
l26,000.00
~ 5126,OQO_.OO .
Rly.no3 fh IUbl
Il~.'~.~"
-~!",.
COMMONW(ALIH Of P(UNS'flYANIA
. INtt(RI,ANCf lAX RnURN
RUmENIDfUO(NI
ESTATE OF
SCHEDULE B
STOCKS AND BONDS
..... -- :;:-,.=~-=;:;: :;~'::::::;=:---"'=-~=~~'-.:':;:';':=-;;':=FILlr:NUMBER
JONES. OPAl. S.
2l-l995-097l
ITEM
NUMBER
IAII prap.rtv la'nllv.awn.d with Right a' Su,vlva"hlp mu.t b. dlscla..d an Sch.dul. F,J
DESCRIPTION
2.
3.
4.
5.
6.
l.
Smith Barney Account H724-20l23-l-3-503:
A. 235 shares A T & T Corp. @ $65.75
B. ll8 shares Allstate Corp. @ $39.50
C. 68 shares Atlantic Richfield @ $108.75
D. 3 shares Atlantic Richfield @ $267.50
E. l24 shares Baltimore Gas & Electric @ $27.50
F. 27l shares DQE, Inc. @ $29.625
G. 49 shares Dean Witter Disco. @ $49.l25
H. l.920 shares General Electric @ $72.625
I. 96 shares Monsanto Co. @ $ll5.00
J. 665 units Munivest Pa. @ $ll.250
K. 665 units Muniyield Pa. FD @ $l3.375
L. 665 units Nuveen Pa. Premium In. @ $l2.00
M. 665 units Nuveen Premium Inc. @ $l3,625
N. 200 shares PECO Energy Co. @ $29.50
O. 362 shares Pacific Gas & Electric @ $28.375
P. 280 shares Rockwell Int'l. @ $50.750
Q. l28 shares Sears Roebuck & Co. @ $38.875
R. 2 share Transport Holding, Inc. @ $39.875
s. 320 shares Travelers Group I @ $58.375
T. 336 shares USX Marathon Group @ $l9.00
U. 2l shares UNISYS Corp. @ $29.175
V. 640 shares Westinghouse @ $15.625
SUB-TOTAL: Smith Barney
33 shares Mine Safety Preferred Stock @ $44.00/sh.
664.88l shares Nuveen Municipal Bond Fund R @ $9.27
l05.4l6 shares Nuveen Pa. Premium Inc. Mun. Fund
2 @ $l2.00
l54.l56 shares Nuveen Premium Inc. Mun. Fund 2.
Inc. @ $l3.625
360 shares common stock, DuPont @ $68.50/sh.
TOTAL (Also enter on line 2, Recapltulationl
(II more spoce ;s noeded, inse,t additional sh..,. o( same size.'
VALUE AT DATE
OF DEATH
l5,451.25
4,661. 00
7,395.00
802.50
3,4l0.00
8,028.37
2,358.l2
l39,440.00
11,040.00
7,481.25
8,894.37
7,980.00
9,060.62
5,900.00
lO,271.75
l4,2l0.00
4,976.00
39.87
l8,680.00
6,384.00
6l2.67
lO,OOO.OO
297,076.77
1,452.00
6,l63.45
l,264.99
2,lOO.38
24,660.00
S 574.776.11
'hlsel".l:'-l
"li:~~:9l\
-~..,..
COMMO'~"""UI'H 0' 'lNH~HV..p-.;I"
, INHIIIfANCI tAX InUIN
~.l.'~~~!,,'..DI~~p~m .,
I
I
! ~~.. PI.a,~~Pri".I~~0pe
~-FfLE NUMBER
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLAN EOUS
PERSONAL PROPERTY
ESTATE OF
JONES, OPAL S.
21-1995-0971
- --~----",. ...-~._- ...-.__.----~_.~---_._---
(All plOptlly lointly.o""n.d ""ilk th. Righi of S.u,.i~onhip ,"u,l b. diuIO'l'd O~~!:..~~',I_e_.!L.____,____.___...,__.___~_____u
VALUE AT
DATE OF DEATH
N~T~~ER DE9CRIPTlON
l. Smith Barney Account #724-20123-l-3-503
Cash Account
6.
7.
8.
9.
lO.
ll.
l2.
l3.
l4.
15.
l6.
l7.
1,542.83
2. American Travellers Ins. Co. Premium Refund
698.l0
3. Household Goods
l,OOO.OO
4. Refund, Leader Nursing Home
2,l57.58
5. Refund, Bell Atlantic
6.20
Dauphin Deposit Bank Account #49-75522-6
Dauphin Deposit Bank Account #94-25049-9
Refund, Blue Cross/Blue Shield Premium
Refund, Professional Insurance service
Refund, Vital Link Pharmacy
20.56l.6l
19,094.80
93.20
l84.l6
56.3l
f'irst colony Life Insurance Policy #l268998
on life of Diane J. Grubmeyer
47,050.92
Integon Flexible Premium Deferred Annuity
#0006293900
113,126.27
IDS Single Premium Deferred Annuity
#9300-02649629
52,966.90
Federal Kemper Life Assurance Flexible
Premium Deferred Annuity #FK4037776
62,795.29
IDS Single Premium Deferred Annuity
#9300-02544898
68,3l2.92
Bankers Life and Casualty Co. Single
Premium Deferred Annuity #7598258
2l,247.67
Refund, American Travellers Premium
698.l0
S 411 592.86
(.Anoch oddilionoI8~~" )( 11" ,hUll II mal. 'pac. i, need.dl
IIVU<WII.III"1
~ !~'i)V
"4 .~.I.' ._"
.- Co'..,....
COMMm~W(AUH Of P(NNSYIVANIA
INU(AIIANC( tAX ROUlIN
flUID(Nf DfCfDENt
SCHEDULE F
JOINTLY-OWNED PROPERTY
~;I~E~:~~;:09D __
ESTATE OF
JONES, OPAL S.
-_._~..~_..~._.__._- -. --_.... --_..-,.. ....--.... --.-"
Joint t.nant(I)1
A,
NAME
-------".-.-.-..-
Diane J. Grubmeyer
ADDRESS
216-- No r th-30-tfi-i:ft: r e e t
Camp Hill, PA l70ll
RELATIONSHIP TO DECEDENT
.. -- b-a-ughter------------
8,
C,
Jolntl'l-owned prop.rtYI
ITEM unER DATE
FOR TOTAL VALUE DECO'S DOLLAR VALUE OF
NUM8'EI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET %INT, DECEDENT'S INTEREST
TENANT JOINT
1. A D3/l4/8c Smith Barney Account
fi724-ll237-l-5-503* 869,464.50 50% 434,732.25
2. A Dl/04/8, Harris Savings Bank
Account filO-05-000525 lO,959.17 50% 5,479.59
3. A Dl/1l/9 Meridian Securities
brokerage Acct. fiOJ5-02l946 69,432.23 50% 34,716.l2
4. A 9/78 & Three (3) Series E Bonds
l2/83 (total face value $2,000.00) 3,693.20 50% l,846.60
5. A P7/l5/8! Meridian Bank c/o
fi30936l5072 29,754.08 50% l4,877 .04
6. A 11/l3/9C Meridian Bank C/O
#4000587693 22,808.8l 50% 1l,404.4l
7. A 2/90 - 3,000 shares common stock
5/92 Coca Cola Company @
$77.875/sh. 280,350.00 50% 140,l75.oo
8. A P6/l2/9. l60 shares common stock
Procter & Gamble Company
@ $84.75/sh. l3,560.00 50% 6,780.00
9. A 05/11/9~ l,536 shares common stock
Chevron Corporation @
$51.06/sh. 78,428.l6 50% 39,214.08
.,,-------_._-~- _. ~..__.._~._.~ _....~--_..._---
TOTAL IAlso antar on line 6, Racapilulation) 5689,225.09
--_.._-------~--"_._-~------ --...---
{II mote space is needod inset' oddiliono/ sheots 01 sumlt SilO/
* Please see attached sheets for contents of account.
ES'I'A'm 01' OPAl, n, ,JONIUl
Pila No, 21-1995-0971
AULlcl1J1lWlt.....t.o.JlCUUUUL"J~
I'I'EM NUMmm 1 - IImll:h Jlnl'l\oy Account
(1)
(2)
(3)
(4 )
(5)
(6)
(7)
(8)
(9)
(10)
(11)
(12)
(13)
(14)
(15)
(16)
(17)
(18)
(19)
(20)
(21)
(22)
(23)
(24)
(25)
(26)
(27)
(28)
(29)
(30)
(31)
(32)
Cosh ACCOIlI1',
1,536 flh, A'II'Htllllll JI/'Illldo I @ 043,750
300011. Amp, lilt:, Illllnwnnl <A> 037,50
191 011. Columhln <lnn llyn, @ 043,50
444 sh, Dow Chomlcnl co, @ $69.375
112 sh, BOBtmnn Kodnk Co, @ 066.50
1,528 sh, Exxon Corp. @ $BO.750
1,738,709 sh. Gabelli Value Fun @ $12,610
400 sh. General Electric @ $72.625
742 sh. General Motors @ $50,50
136 sh. General Motors @ $49,50
34 sh. General Motors @ $48,375
1,000 sh, Harris Savings Bank @ $20.125
5 units, UTS IMPUT2Q @ $539.560
5 units, UTS IMPUT3Q @ $411.720
5 units, UTS IMPUT4Q @ $362.100
100 sh. Merck & Co, Inc, @ $64,875
5 units, UTS MITFPA @ $411,50
10 units, UTS MIT21PA @ $878.24
50 unitB, UTS Nuveen 41 PAS @ $10,580
50 units, UTS Nuveen 22 PAS @ $30,780
100 units, UTS NUV205PAM @ $89.300
150 units, UTS NUV163INSPAQ @ $101,860
10 units, UTS PIMBT38S @ $127,240
5 units, UTS PIMBT23M @ $201,280
160 sh, Procter & Gamble @ $83,875
2000 sh. Salomon Bros Fund @ $13.750
15 units, UTS TEST 84 Pa @ $838,320
225 sll. union Camp Corp. @ $45,875
1,600 units, Van Kamper Amer Cap, @ $12,375
5,000 Allegheny Co. Pa. Authority Bond @ $7.125\
10,000 Allegheny Co, Pa. @ $7.50\
$ 28,569,50
67,200,00
11,250.00
8,308.50
30,802,50
7,448,00
123,386,00
21,916.18
29,050,00
37,471.00
6,732,00
1,644,75
20,125.00
2,697.80
2,058,60
1,810,50
6,487.50
2,057.50
8,782,40
529,00
1,539,00
8,930,00
15,279,00
1,272.40
1,006,40
13,420.00
27,500.00
12,574.80
10,321,87
19,800.00
5,510.90
11,016.30
-
" \.. -
...... - --- - ......~.., ._-...
IlEV"UIO.H 11811
1l~:I.~'~~
_ti'&,;
COMMONW(;.lHt Of pttmSnvAtUA
. INHUItANCI tAlC UtUIH
I.SIDtNt DlcaDINt
SCHEDULE G
TRANSFERS
PlEASE PRINT OR TYPE
fiLE NUMBER
ESTATE Of
JONES, OPAL S.
2l- 1995-0971
THIS SCHEDULE MUST BE COMPLETED AND fiLED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE Of THE COVER SHEET IS YES,
, ., DECD, r DOllAR VALUE
,
ITEM DESCRIPTION OF PROPERTY I EXCLUSION TOTAL VALUE .... OF DECEDENT'S
NUMBER 'ndud. numll 01 th. ',onl'II'... ,h.i, ,./allon.hrp to d.c.dent. dal. 01 I",nl'.', ! OF ASSET iNT, iNTEREST
-' .. . \ i
1. Gift of Cash:
Cheryl G. Merrell , granddaughter
l/95 3,000.00 I lO,OOO.oo lOO% 10,000.00
2. Gift of Cash:
Richard Charles Merrell,
granddaughter's husband
6/95
3,000.00 lO,Ooo.oo lOO%
lO,ooo.oo
3. Gift of Cash:
Diane J. Grubmeyer, daughter
3/95
3,000.00 lO,ooO.oo lOO%
lO,ooo.oo
4. Gift of Cash:
Richard Craig Merrell,
great grandson
6/95
3,000.00 10,000.00 lOO%
lO,ooo.oo
5. Gift of Cash:
Madison Elizabeth Merrell,
great granddaughter
11/95
3,000.00 lO,OOO.oo lOO%
lO,ooo.oo
(
Exclus ons
50,000.00
-l5,000.00
,
I
35,000.00
.,_ ___._~..,^ ,~..... _"_~_._.. "_". __.~.>__"H'_'~---'~-'.
,
.
_._____ _.._r~____~"""__..-c'_~~"'~>~""'-~'~'~'--"~'-~'-"-' .",' ~.--._-,--..,,-~_...,~~ ,__.--O--------,-'.~"r._.
_ .._________-_______.____..________.,c___ ...,~___ ,------- _..'-O!~L.IA"~!"',,_._~!;~._~!!"!'II"'.II.~1 _S,35, 000.00 -- ---.
I" mot. .poce it n,.d.d, in,,,t addjt,onol.h.." o/.ome ,i,..J
IlfVUII fIt 11"1
,,~i~.~~
-:t#J....
COMMONWEAltH 0' P(NN."WANIA
INH(R11ANCE fAll REIUIU
RUIDfN! DECfDEN1 ~_ ______
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
ESTATE OF
JONES, OPAl. S.
ITEM
NUMBER
A. Fun.ral Exp.n.."
L ..... .... PI.a.!.Prl~t~rTyl'. .
mnrlii.iBU
21-1995-0971
. ____._____.1.-__,
DESCRIPTION I
2.
3.
B,
c.
AMOUNT
1.
Myers/Harner f'unerals, Inc.
Rolling Green Cemetery
Beth Lipak - catering
5,518.00
470.00
1 n, . 50
1.
Admlnl.trallv. Ca.h, Diane J. Grui>meyer
I Personal Reprelontolivo Comminionl
Social Security Number of Personal Reprelen'allve
Year Cammllllans paid 1996
202 - ,., - 6115 3l, 331.00
2,
3l,331.00
Allarn., fees - Cleckner and Fearen
3,
Family Exempllan None
Claim an'
Addrell of Claiman' at decedenl's dea,h
Street Addrell
City
Zip Code
Relallanship
Sla'e
4, Prabale fees
l2/28/95 - Register of Wills
MI.c.llan.au. Expen.e"
428.00
1,
01/l7/96 - Register of wills, Short Certificates
03/l3/96 - Register of Wills, Short Certificates
l5.00
l5.00
2,
3,
Cumberland Law Journal, Advertising
The Patriot News, Advertising
A-l Appraisal, Real Estate Appraisal
60.00
4,
71.20
250.00
5,
6.
04/05/96 - Register of Wills, Short Certificates
30.00
7,
04/l5/96 - Postmaster, registered mail expenses
33.45
8,
9.
l2/19 & l2/20/95 - Brian Palmer, plowing snow
04/ll/96 - Carolyn Wallace, 1995 Inc. tax preparation
50.00
285.00
TOTAL (Also enter an IIn. 9, Recapitulallan)
(If more .pac. I. n..d.d, In..rl addillanal .h.... of same II..,)
S70,080.l5
"V"",,,,,,,, '*
COMMON......."" O' 'HmSnu."'I"
'ItU'II""..CI'''IIIIUIN
'UIDIN'Dl<IClltH
JONES, OPAL S.
SCHEDULE I J
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS PI
la.. Print ar Tvp.
I FILE NUMBER
2l-l995-097l
ESTATE OF
ITEM
NUM8ER DESCRIPTION
AMOUNT
1, l/04/96 - P P & L - final electric bill
2. l/05/96 - West Shore Emergency Medical
Service - medica on l2/l2/95
37.23
368.5l
3. l/lO/96 - Pa. Department Revenue - estimated
income tax 1995
300.00
l,500.00
4. l/lO/96 - IRS - estimated income tax 1995
5. l/20/96 - Bell Atlantic - final telephone
6. 3/28/96 - Holy Spirit Hospital - medical
7. 4/l2/96 - Pa. Department Revenue - 1995
income tax
.74
9.54
202.00
8. 4/l2/96 - IRS - 1995 income taxes
2,727.00
TOTAL (Allo enler on line 10, Recapitulation)
(II more space j. neoded, in.ert additional .ho." 01 lome sin.)
$ 5,l45.02
'(\I.ISUlx. 11171
.
COMMONW''''I'H 01 ,fNN!UVANIA
INHI.IIANcr ,.. InU'N
.nloINIOICIOI..I
SCHEDULE J
BENEFICIARIES
I
ESTATE OF
JONES, OPAL S,
FILE NUM8ER
2l-1995-0971
ITEM
NUMBER
NAME AND ADDRESS OF BENEFICIARY
RELATIONSHIP
AMOUNT OR
SHARE OF ESTATE
A. TaKable SequlI"l
l.
Diane J. Grubmeyer
216 North 30th Street
Camp Hill, PA l701l
Daughter
Entire
ITEM
NUM8ER
NAME AND ADDRESS OF BENEFICIARY
AMOUNT OR
SHARE OF ESTATE
B. Charitable and Governmental BequOlI';
l.
TOTAL CHARITA8lE AND GOVERNMENTAL BEQUESTS (,1.1.0 onto, on lino 13, Recapitulation)
(If more .pac. II n..ded, Inlert addltlonal.h.... of 10m. IIn)
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LAO'I' WII,I, AND 'Itlm'ltAMI~ll'Jt
01/
OPAl, S. JONgS
I, OPAL S. ,YONES, of 216 1I0l'th 30t;h 3tr'eet, Camp 11111, Pennsyl-
vania, being of sound and diapoBing mind, memol'Y and underatanding,
do hereby make, publish and deolare this to be my Luat Will and
Testament, hereby I'evoking and mnkinu vot.1 nny and nll Wills or
Codicils made by me at any time heretofore.
ITEM l: I hereby direot my hereinafter named Exeoutrix or
Exeoutor to pay all of my funeral expenses, catate and inheritance
taxes as soon after my death as may be found convenicnt.
ITEM 2: I give and bequeath all my tangible personal property
which I may own at the time of my death, together with any polioies
of insuranoe thereon, to my daughter, DIAfIE J. ORUI3HEYER, if she
survives me by thirty (30) days; provided, however, that if my
daughter does not survive me by suoh period, suoh property I give and
bequeath to my granddaughter', CHimYl, O. r~EnnILL.
ITEM 3: All the reat, reoidue and I'emaindor of my oatate,
whether real, personal or mixed, of whatsoever nature, wheresoever
situate and from whatsoever source derived, I give, devise and
bequeath to my daughter, DIANE J. OIWBf.1EYER, if she sUl'viveo me by
thirty (30) days.
ITEM 4: In the event that my duughter, DIAnE J. ORUDMEYER, does
not survive me by such period, all the reot, reoidue and remainder of
my estate I give, devise and bequeath to the DAUPHIn DEPosrf BANK AND
TRUST COMPANY, in trust nevertheleoo, for the following uses and
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purposes:
(a) All of the net income and so much of the principal as
the Trustee, in the Trustee's sole discretion, may from time to
time think desirable, shall be so distributed to or for the
benefit of my granddaughter, CHERYL O. MERRILL, in such amounts
or proportions as my Trustee may from time to time think
appropriate; and
(b) Beginning with the sixth year after the death of my
daughter, DIANE J. ORUBMEYER, my granddaughter shall have the
right to withdraw up to but no more than ten percent (101) of
the principal balance remaining in the trust in anyone year.
This right of withdrawal shall not be cumulative.
(c) Upon the withdrawal of all of the principal by CHERYL
o. MERRILL, the truBt shall terminate, allll the 'I'rustee ohall
distribute any undistributed income to CHERYL G. MERRILL at the
time of termination.
(d) Upon the death of my granddaughter, CHERYL G. MERRILL,
prior to termination pursuant to subparagraph ll(c) above, the
then principal and undistributed income of the trust shall be
distributed as follows:
- 2 -
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(1) All the I'eol:, rcoldue a 11I1 I'cmainr!el' of my cstate
shall oontinue to be held, in sole and oeparate trusto, by
DAUPIII/I DEPOSI'!' BAliK AIIIJ 'rHUS']' COl1PM'Y for' the honer! t of
the iooue of my gr'anddl1ughtel', CHERYL O. MERHILL, per
otirpes, for the following uoes and purposes:
(a) So much of the net income and prinoipal as
the Trustee, in the Tru6tee'o sole disoretion, may from
time to time think deoirl1ble, ohall be distributed to
or for the benefit of my granddaughter's surviving
issue in suoh amounts or proportions as my Trustee may
from time to time think appropriate; and
(b) Any net income not so distl'ibuted shall from
time to time be accumulated and added to the prinoipal.
My primary ooncern is for the care and
eclucation of my gl'anddaughter"s surviving issue until
they become self-supporting.
(0) At the tlmo that each sUl'viving issue
reaches the age of twenty-one (21) yesro, the Truotee
shall distribute to said issue from oald iosue's truot
all of the principal and accumulated and undistributed
income and that isoue's trust shall terminate.
(d) If any beneficiary of thio trust shall not be
surviving at any time for diotribution set forth
hereunder, that deceaoed beneficiary's undistributed
ohare ohall be divided equally among the other trusto
created het'eundel".
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ShoUld lilJ,V tl'unt ol'entod herein, in the llole OPinion of
the Trustee, be 01' become too llmall to Warrant continUing SUch fund
in trUllt, 01' shOUld itu administration be or beoome impraotioal for
any other reason, the Trustee, in its sole diBoretion, may pay Buoh
share, absolutely, to the parent or other perBon maintaining said
benefioial'y of the tl'ust, or if said person io over the age of
e1ghteen (18) years may d1atr1bute and make payment of said share
d1rectly to the benefic1ary.
ITEM 6: I authorize my Trustee:
(a) To sell, oonvey, exohange, convert, improve, repair,
manage, operate and control;
(b) To leaoe for terms Within or beyond the term of any
trust prOvided for 1n this Agreement and for any purpose,
inoluding the exploration for removal of gas, Oil, and other
minerals; and enter into any covenants and agreements relating
to the property 30 leased or any improvements whioh may then or
hereafter be erected on sueh property;
(e) To enCumber or hypothecnte for any truot purpooe by
mortgage, pledge, or otherWise;
Cd) To carry insuranoe of such kinds and in such amounts at
the expense of the trust provided for in this Agreement as the
Trustee may deem adVisable;
(e) 1'0 commenoe or defend at the expense of any trust
prOvided for in this Agreement such litigation with respeet to
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any nlloll t,'UIlI: 01' IlIl.V PI'Opel't.v 01' tho I:l'llllt estato no thn
Trustee mny doem udvinnblo;
(f) To invest und reinvest the trust entate fundo in such
property no the Trustee may deem ndViauble, whether or not of
the oharacter permitted by law for the inveatment of truat
funds;
(g) To vote and give proxiea to vote any aeDurities held by
the Trustee in trust purDllunt to thin Agreement, having voting
rights;
(h) To pay any asaessments or other Charges levied on any
stock or other security held by the Trustee in trust pursuant to
this Agreement;
(i) '1'0 exercise any aubscription, cOllversion, or other
rights or options which may at any time attach, belong, or be
given to the holders of any stocks, bonds, securities or other
instruments held by the Trustee in trust pursuant to this
Agreement;
(j) To partioipnte in any plnnn or prooeedlnga 1'01' the
foreclosure, reorganization, conaolidation, lIIer'ger' or
liquidation of any corporation or organization that has issued
securities held by the Trustee in trust pursuant to this
Agreement, and incident to such participation to deposit
securities with and transfer title of securities to any
protective or other co~nittee established to further or defeat
CLECK.," · ....." any Buch plan or proceeding;
"HORNe" .u LAw
ttAllllnUIII, """snUNIA
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(Ie) '1'0 cnro/'oo ""Y mo/'tgoa<! 0/' pledge held by the 'rruD tee
in truot puroua/lt to thin Agrcoment and at any Dale under any
ouch mortgage or pledge to bid and purehase at the expense Of
any truot provided for in thio Agreement any property oubJect
ouch security instrument;
(l) To compromise, oubmit to arbitration, releaoe with
or Without consideration, and otherWise adjust any claim in
favor of or against any trUDt provided for in this Agreement;
and
(m) To sUbject to any limitations eXpressly set forth in
this Agreement and the faithful performance of its fidUCiary
obligations, to do all Such acts, take all Sueh proecedings,
exereise all such rights and privileges as could be done, taken
or exercised by an absolute owner of the trust property.
(n) To have the power to borrow money from any person,
firm or eorpOration, for any trust purpose, on Such te~ns and
conditiono as the Trustee may deem proPer and Obligate the
/'epayment of Buch 1J0rrolied money.
(0) To loan or adVance its own funds to the trust for any
purpOse at the rate Of interest being charged by Dauphin DepOSit
Bank and Trust Company at the time such loan or adVance io made
to other persons having a net Worth equal to that of the truot
estate for similar loans or advances. Any such loan 01' advance,
together with the interest aCcrUing on Such loan or advance,
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shnll be n C1t'st llen ugnlnst IInd ohll11 be repnld "rom tho tt'uot
estate.
(p) To purohsse oeourttieo or other property from and to
make loans and advanoemento to the trust estate with or without
security to the Exeoutor or other representative of my estate.
(q) Exoept ao othct'lilse speoifioally provided in this
Agreement, the Truotee ohall have full power and authority to
determlne, ln their diooretion, what ohall conotitute prlnoipal
of the trust eotate, gross inoome of the trust estate, and net
inoome of the groso eo tate distributed all under the termo of
thio Truot.
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(r) All property taxes, aosessmento, fees, charges, and
other expenaes incurred by the Trustee in the administration or
protection of the trust created herein, including the
compensation of the Trustee provided for herein, shall be a
oharge on the trust estate and shall be paid by the Trustee
prior to final distribution of the trust estate in full out of
tho prinolpal aI' in full out of the inoome of the truot ostnte,
or partially out of principal nnd partially out of income of the
trust estate, in such manner and proportions as the Trustee may
deem advisable.
!'l'EM 7:
(a) Whenever the right of any beneficiary to payments from
,
net inoome or principal of the trust estate shall terminate,
CU:CKHtR I: 'EARtH
AnOINI.. Ar LAW
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etthel' by I'elloon of dellth 01' othel' OIlUlle. Ilny Ilocrued or
undistributed net income from the tl'uat elltllte undistl'ibuted by
the Truste!) on the date of SUch terllllnation Dhllll be held.
administered and distributed by the Trustee in the same manner
as if the income had accrued and been received by the Trustee
after the date SUch benefioiary's right to receive payments from
the trust terminated.
(b) In exerciSing its discretionary authority where
provided hereunder to make payments to or for the benefit of any
benefieiary from the net income or principal of the trust
estate, the Trustee shall take into consideration any income or
other means of care, maintenance. DUPPort or education available
to such beneficiary from SOUrces outside the trust that may be
known to the Trustee.
(c) Except as otherWise expressly prOVided for herein, no
beneficiary of any trust prOVided for herein shall have uny
right, power or authority to alienate, encumber or hypothecate
hio or her intereot in the principal or income or Ouch truot in
any manner, nor shall any interest of the benefiCiary be SUbject
to claims of his or her creditors or liable to attachment,
execution Or other process of law.
(d) On any final or partial distribution of the assets of
the trust eDtate, tile Trustee in its sole discretion may
distribute such assets or may Dell all or part of sucll aasets
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and make distribution in cash or partly in cash and partly in
)(ind.
ITEM 8:
(a) The Trustee shall have the right to resign at any time,
and on such resignation, the Orphan's Court of Dauphin County
shall, upon application of any interested party, have the right
to appoint a successor Trustee.
(b) Any successor Trustee appointed as provided in Item 6,
Section (a) herein shall, on appointment being made, immediately
succeed to all title of the Trustee to the trust estate and all
powers, rights, discretions, obligations and immunities of the
Trustee hereunder with the same effect as though the successor
were originally named as Trustee herein.
(c) The successor Trustee shall receive as compensation for
its services hereunder the amount set forth in its schedule of
fees at the date of its appointment.
(d) No bond ohall be required of any Trustee; or 1r Q bond
1s requ1red by law. no
(e)
current beneficiaries of the
account shall include a report of the receipts, disbursements,
and distributions since the last accounting, and the status of
the principal and any undistributed income on hand at the date
of the accounting. The approval of any account by such
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benefioiaries ahall be final and binding upon all persona as to
the matters and trunoaotions shown in that aocount. Notwith-
standing the foregoing, the Trustee may at uny time apply
for judioial settlement of its acoounts. The beneficiaries
shall have the right to inspect the books and records of the
Trustee relating to the trust, and the Trustee shall make suoh
books and reoords available for inspeotion by such benefioiary,
or by the representative of suoh benefioiary at all reasonable
hours.
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ITEM 9:
(a) The validity, construotion and all rights under this
Trust shall be governed by the laws of the Commonwealth of
Pennsylvania.
(b) Should any provision of this Agreement be or become
invalid or unenforoeable, the remaining provisions of this
Trust shall be nnd continue to be fully effective.
(0) Any notice or any communicatIon l'equired or permitted
hereunder to be delivered to or oerved on the Truotee shall be
deemed proper],y del! vered to ~ ~er.ved':,on' an,d " r.e.aelVe~~J.~.Ytl~~!~'t'~I,~l];i~~~:.
. ""'~"."'".,l""l"'...j'~','r _~'1'.,.~
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Trustee when personally delivered to the Trustee, or u"ra' ...,. ,
corporate Trustee, to a trust offioer of the Trustee, or, in
lieu of such personal service, when deposited in the United
States mail, oertified with postage prepaid, addressed to the
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Trustee at its current mailing addreu3 as liated with postal
authorities.
r.rE11 lO: I nomlnate, conatitute and appoint my daughter', DIAIIE
J. ORUBMEYER, as Executrix of this my Last Will and Testament. In
the event that my daughter huo predeceaoed me or is otherwise unable
to serve, I nominate, constitute /lnd appoint the DAUPIIIII DEPOSIT BAliK
AND TRUST COMPANY, /lS Executor of this my Last Will and Testament.
IN IHTNESS
fl
~ day of
l'/IlEREOF, I have hereunto set my hand and seal this
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OPAL S'. JONES
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Signed, sealed, published and declared by the above-named
Testatrix, OPAL S. JONES, to be her Last Will and Testament, who, in
our presence, at her request and in the presence of eaoh other, we,
believing her to be of sound and disposing mind, memory and
subscribed our names as witnesses
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^I'I'III.itll.l' ""'1 nUmllt'llI' UIIIII '"lhe: Iulrjn' 1'llIjnl ~N/A AI'IIIUliuutle tulalllwllhn IIr ullib 1m ..Ie ill d,e: luhj,tllllUjt~'
)n, ti'"",",,, rlll"""I. "'Irllll...." "dlillt'l,
Ihut'lI.iu.... . 70xJ.30x70x.130________"_~_____________ ____~. ____ ___.... __ TIII"I,llIl'hy leve1_
~11t' .UII _ _ ,!J.,.lOa _.. .~_.~_____u__~ h_____ I'umer 1..'1 1...=1 Yu Ix] Nil Suc typical_
tt'lf\llk' IIII1MI' ~1...ilio.Ii."IIll.lllr..lil'ljlln .It _O~-Residel.ltial_____._"_ _____ S1I11I>C rectatJ9ul~
11l1.UI.~.'U1I'hl,.., Ix-J 1"'11 '_-=:""ll.c,IIII1UII\'"lllllllnilll(lhllllllr.Ulell"llllu, r=llllra.1 I-=~I Nllllllli", 11I'ul.,e adequa.t.e
IIIJht.~ '" 1~11 ~..~ ",imJ'Il!\l"lI_ J.x'_U:!!..~!!!.~I~~ _D_U_I!'!! we It'Jl.!~l..'J_ VitI\' typical
1I1,llh.. I'ulrlk Olllr. OU.Sile hUI'IUHlllfIIl.I Tu,e l\tlrli.: l'lhllle l.all~h\'nl,illl a~'ilge
!'x I ,,,,,' __.___._..__.....__ Ix] [] IJ,;..,.,. ,..I... c;oncrete
I xl l'u,bflUllU _____.___~_, Ix:1 I~-_'] ^I'I'llrlll,."mt'lIl.1 Jlone_,,__._,___.._______
I X I ,...".,. _....._____.. Ixl I. I ""AlA '1".1,1 110.01 1I...,d A,,, [J \'" IX::.! N.
tt"Ul.ll) n...,. I X 1 Slmlll,hl.l Lx] I:="I H~MA Zun, C Mil' H.te __
~!J.'.!II!_'~~~I_J..xJ Allf~' .xn1.8 '---I ,-.- ., 1'liMA ~!!aJ.!l!.I!~
CUlIllllfllLlI."I'''fllt ad'rlte: ""fUlfllLI, ""'lu.dullrIlLl. Iped.lllll.c:AlllII"IIIJ, Ilide: .ltll', i1It,ul u, lc:,lIlllllIIWllhllllliul ,,,"i", U''', d.:.):
LJ N.
Jx:.JQ.Dr.p,;u;ertt__.
-~-~- ------ -- --.--.----------
IJI:.NIlI~I.IJIi"..it'IUI.I1UN IlX1"IilUOk UIi.~CkJl'lluN
Nu. IIr Ih,iIJ _1 IluunJllLiun p.lock_
No, III Slu,ira ~ luteriu, W.lb btic.k.__
'i)'11C (IJ"l.fAlt,)...Qet Huur SlIlrllc:e .shingles
Iklillt(SI)'leJ ~ OuUrl..~ UI\'IWllltI.alUU___
liAllwllll'IUllUtnI ..eKis.t.i09_ Willduw 1)I'C OH/~
5Q SlnnnlS"",,, <U1.l!1L-_.___
I:Ht.li__t^ t" \'11.
I:urrr
MlIllllrll.hllnIIIUlI."
H.lUNJJA'110N I,^SI~lliNl' INSlJU\11ON
Sllb ....JlO11e A,e:'S'I,I't, 816. Itour CI
e'lwl S,III"C ')CI1e___ :ll:;nllhnl !l&1lJe Cci11rl1 0
1llUc:Ille:nl fulL__ l',ilin, 10\ Willi, [J
SUlIIp 1'1111I" nOlle w.n. unfllL__ HOUf 0
0""1111t11 none_ Huu, unOJl Nunt' 0
StUlelUC'lIt nOl1e_ _ IJutlidC' 1:,.h)I1O_ne Un"nllwn lXJ
11l1r\lnlillll
lJ\'irl1-
Hillin.
lr\ildltll
Den
1:llll1ilyl{lI1.
"'~', Rill,
IInl,oollU
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Ar,. Sot. I!:-
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~~rt.L _____
-A..._ ._1____ .__1___ ~'_
I n.u.. -1"WW'\~
'-' ...-.--_ ._._ ____.8;1,.6
-----. ...-....- ._~5.__ ._ __.. ____ __8;1,(,;
.-----.. .__3___ _._1_ ~.___ _ 616
l~.I_'.!!!!~!11
--- --- ----
'--.---"- --'-'--'-" -~._--- .----
__h___.__ _.__ .._...__ _" '~__..____.__" __..'___.._
Iln..I,t.llllnallCJVf' 1..1~("""I.ill'. 11,,",,1'"
___ __h'__ .__..._..__ ______._,___ ._...~._._
INlliltllJlt ~llIlt,lIWI-III.1iljUII IWA'I1Ntl I\ITCIlIiN tlJIIII', Arne M.mNI"I1E.'i CAIt S'lOltA(lli:
BuuII harclwro:l{C<lqJCL_ T)I>t' FA l{el,ilC'l.li" [x) NUIle: "-J n't'l,IIIll'(I)'_ [J] NUlle 0
W.11a plaater________ rud gaa__ Ilnu,tlU__t11 Lx] Sill/II Ix] 1'lIliu CI U....IC 1 loruII
r,itll/I'ill..It\..ax:l___~_ !2!!.IJl!!I.IL.aY9__ l)ullI'llIl I.J IJIIII'SlIIi, '--I Oe:d ---~~ I~ ^l1Id.nI ----
Il.llh 1-1,"" vi.nyl-__ --"~~----- CoulJNU IH.II",'.lh" [] StUllle I-:J I'",d. -- m Ik"l:hnl :x;
1I111.W.it"~1I1 -_.. ---.---.----,.--" L'e11l1al --- hll/IIl/0II1 [:-:J HUll' Ix] hlt..e -- U lIuill.ln --
1"""1 wco:l._. __ "---"--~---- Oll,t, _1101113.._ Mklu'AlI\'e 1=1 Hnl..1 I~I 1',",1 -_._-_.~- [-:J e.'rlllt ----
('"",lilj,," "'n.hrrlllll" 1:1111.1'1'11 ._-, Iltl\'rlU'
^,J.!ullll\.II,.lu,n (1I't.I.Il'lIflll rlll.:lclll ilrlltl. ,14.,): ----Ehclosed._rear...l~tial.Jlrec'___ .-- '-.-".-.------ ._~._._----- -,,--
11...11''''11I11' II_Ill I'
S, \lIIIC Fed urol"'" fj~ill ^'tll
t'lII.Ji!i"n III Ult 1IIlI''''~'lllwtl. IIq'll'llntj,m (l'It).I..I, IUlldl'lIIAI, allll Ultlllllll. '''l'lIiIR Ilfnh'll. 'IUlllil). ur I.'m'lllldlllll. Irm,"ldiIlIIIllMili"nl, ..I.:.:
lwcr~.. old fashiOlJed.Jti.tdlelJ_._
- ---.---.--. -..- --- -- '-'-- .,---- ._"-- -~-~,.._-_._-----_._._.-
--~-~_. --_...-.__._._---~--
- _~n ______ __" __~_..~ __n ___._________.___ _~___._______
Ad~Ule tnVhUfllll,nlal ~1I1..liliUl~ llll~h .'. hut lIutlilllitnl "I. h.lIInlull' ~...ln.II,~h: IUI>....lIl.r.l. "l~..) I',nelll ill U.e 11II1'1II\tllltl1\.1. nil die lile. 0' ill UIC iUllllnlillc viduity II' Ule lubj,d
"IUllell)': _N::lle-appal'13Jlt-.----___ _________,_.______.~.____.______ __.__ __~_,_ ____+_
_'U___ .~__~, __.__ ___________.___, _ _~..____.
v.1ual1Ju SrrtWq
._,~ --._~.. .----..-..-
1:s11MA11UJsrmVAl.lIli...."..... ,
. 1~.11M^T1:1J UIU"HJlJI1t'I1IJN ,o()S'r.NIiW 1)1; IMI'ltll\'I~MI~N IS :
b....dlilll-"--1,632._ SII. hO' '__ 00 _ ..,
m~u_ Sq,l-lQ;'_
-WJ;CI1__~ __. __~_._.u
UIf1lcJl:"IH.II,_3.36_ SII- 11(jj"_.~ 30..
1"01.11 btim"lcJ c.'u.I.Nt'w , . . . . . . . . . . , . . . . , . . . . , .._
I,,", 111)"1\111 I:Unl.lilllll'l Ii.trlm!
. Ikf1ltd.uonJ~,_~_2 __,_____ ___ .,
Vtl',rdllttJ V,llle ur 1IIII'Iu\'l'.mll~ . , , . . . . , . , . .
"/\J.p" V.lucurSilt hlll"u\'rUlrll~,. . . .. .... . ., . . . ..
INlJIC^l1:n VAWI! It\' ("UST AI"'ROAl'11
n1iM
..Y!!ill~~L-
V AI.uU AIJlUSl MENU .........!WM:ftJl:J.llitL~=. =.i!!~~:i~li~.IJ!LN=.=--] tt~iMj.~~;!'~!; ,=~-i;i~;'~~!~'l~~~~.~~~~ Jtt:)~'~~dj~;!~~~1 ='lit~~i:~i,;1.!i;=-]il-J. $_~~UJ~;~
. VA : CCllV CCllV:
JlClle. ..~._____:______ _.._ .IlClle.__n... _. ,. ._ IlCIle ._.:_._..__ __.
_NLA__ _1~l95_____:__.__~ 12/95.._ __ _,.__. '_n 10/9S__._:_.__._.
lno.""" U.t;!;>a.n <I'&ra9lL-: ._ _<l'oIe@ge...._...:_...___ aye.@ge_:.__ __
I~d,"ld/l''''~ Jee_siuple_.J:ee._siIJpl~_i__._.._... _fee..siIJple_:..._. __p_ fee_.siIJpl~_.:__.__.
SI" 3-,J.O.o.aJal.l.eL~_:__5,.00.0_ .snaller_--!_._4...POO. ~l.e_i___.__.
typJ.caJ.. _typJ.cal__;_____ ..typ.l.cal____;.____ typj,ca.l...__.~ .
SQl~al__ _col_onial___:____. ._colonial_ --i.---- col_cni.al___:....__
-<lyg/);ld~_ -aygLJ:_l.1!!Ie_:_G..OO..P_ _avg/):;lr;ick:_._.;.__.____ avgLQd.ck_:__._
50 50 L-__ _50 5.0 _..:___
~e ~ge: u~yerage__:____ RW_l"age :___.__
--..:lli..tal-.JlJmu ._I.!!~I!- ~L.J~J.J!~.-1!..d~_: .~!!~L.!!~.h_ll!!..-.!!~~P _; Tu~L.J~!!'~~.._JI!I.~l'~
-6: 3: 1~5... _6L3_-,-U 3,500 __lL,l..:l..s_: _8..L....3L:J...sJ
-.....J....63.2~qJ'L _1._16~-"'l..!Li__13.5.QO_ _1, S15.~'tJL:.p__3...50.0_ __1..65_6_~'LlL:
unfin unfiJl : unfin : unfin :
Ilone IlCIle : nClJe : IlClle :
-- _. . ---,-------_. --~_..._------I~-------_. . - .____
.- _typ.l..cal typ.l.q)l. ..typical_____;_____._ typi..e<ol :__
~JJ1Q1e WlLllone__: . _FMnol1e.___.;___l'1V~le__:
JiQsLd!:J3 .w;lsLdJ.-s_~__ _ ..\'iOs/dL-s____:___ ~Lcl!;s_L-___.__
I Oa,a.eI C.'JIOI' ....:LOOt J...-a.t.t ,L--l,5_00.. _n011e~n__'__..___:__G.,.QO_O_ lJQle___:-----6.,J2.QQ
l'o,d" I',"", U"k, cne COlparable : cOlparable COlparable :
. .B""''''(Olo.!!'~_ _or.l.c1L___,_.l.-.pdclL ____ i... .._.... .. .1_briclL____.. :___.... ..... .. l_b.dck :
Fell~'e, l'u..l. cl.:. _p;uj:..i~____. -.fenc.e :___.-':.500. _fence______ _1._.__._=-500_ 110Ile ___ ~ _3Q.0
J9..t~:he(L.._....... JralenL___~.':E!.OOO _n'lXlall . ..,.;__c.6..000. n~._ _,_..1.........=.6...000
. Jlij.!._..D.:.1)_~3._0.0_0. ,..Llll:':__...U....OI____1.WO' .o..___~_-.':;W.o
22 % "eo 6.5 ~ N.. 0 ~ ""
':M._-L\!IU--.J.:l2..000_ ,_l!,l__.!:J!"_J._.llS._O.O~O_ _l.O--Ub!. L-1~J..B.QQ
Addlc"
I'wlululr lu5uhjro:I
S.lul',kc
1',kc/OrunlJv.AIfI
UatlIJkJ/ot
S.let ur HnUICln,
CunccuiulI"
Date or S.IUllme
View
Ixall" and AI',,"I
Qualih-' or CumlludJon
Ale
Conditioll
.
Abul'cUhldc
J{UVII1Cuwll
Uru..lJvullA,u
lJUtlllcut &. HnllhnJ
ltoum..llt1uwU,...c
1:U.ndiunal Ul1lity
· lIe.lint/CouILIII
l!ntll\" HllldclllhclI"
NclAdl.(lolalJ
MJuataJSllell'rkc
OrCUlIIllfablc
.UNIFOIlM IlESIDENTlAL APPIlAISAL IlEPOIlT hi, N.., _.2l6N30_ u._.__
'" , -10, 000 t '''lIIl11rnll "Ill'",t ^1'1',,,..tJ tllhh ", '''UhC ..lillr "..t ulilllllc, .ilt ,.llIt, .'11UI1t
'....I lll,IjIMh"" 1111.1. '",IIIIU, VA 1'lolllllIIA. the ulillllllnl'tlllllinul' hlllllllllM
130. 560
o
1.500
10.080
.142.1-10
lIIr"llhl'I'I"I".,I)1
=t ilt:,prwch andiJlcom ClWL'WdUl. to
v-ulue gl~l.little cL~tabilitY.due_to
UIe abGeJUle of data fraIl whidlto
extL.apolilte iI. L-eClsonabilitY_reliuble_ _
iJilicator . Ot value.
42.642
"I .. 99.4913.
.1
. I
- . ~~~II~E,":r.. ___ ___ __~~ __ _.-J 'O"H~ 1~!I!J.i}~~~, .1'IJt.U'^,tAUpi ~1J,.l
216 N. 30th St 1306 01aqtam 1710 ~Iynham
Qln ...WJl,___...........,.. _Q11Ip-llill. _ .Q11lp liill ._
-,...,--_....- --=-.lO_ol.ogQL _ . ._;=_:)'Q_pl995s.. ._1...Ploclm..____.... __.
I_W.A__.__ -_.___1 ..._lOG.OO.O ______.........._I.._.IQll,.OQQ. _.._~_I_J.i14..QQQ
1 . _0 LI L.Jl5!.,..626S_fL,...,.,_._....,.. L._.I1J~671_Lt_,_..,....,......,_ L 71,a_'l9~.J1--.___
iJl5pE!Cticn iJlSpection iJl5pE!CtiCll iJl5pE!Cticn
-,_._ _ h.. _ _~_._~t~!oII'~H!\U!J!1:li!J_.~.
160 S 31st St
..O:tnpJlill.___ .____ __no
-50.0
Couunc.olllln Sll~ Cumf'.,ilulI (indWUII die lul>jC(:ll1IorcI1y'. cUllIl'ltihiJily 10 I,he 1Ic:l,MIUlhm.wJ, rl~.,; _______. _
~""'hJ e SfI.leJu.w!i!:l-<U&U;he..1Je<lJ:eS.tdfOst_similar.._nPSt..l:eCe!JLCOUIieY<Ulces_altail<.lble...foJ:'
~sql
---.-___ .____._._. "_'_n._ _ . ._.___..___._________..__,__________
-----.
I'I1!M
Oalc,I"k:c ..nd nabl
._--,-...- ._--~----------_..~.- _..~---_._-
__~!lJJie-I.
.,..._!}!~!J~~III~~~J!:L.__
___.!:.!ljIJ~.!~,I.I~~y:.I,___._ ________~.!!~IJ'~I~_'!LJ!...NO, 2
Source ror 1"....' ..k. inspecticn MLS MLS MLS
whbin HI' ur'I'1',.1..1 l1CIJe _,.__.~ _na1e__ ______,_....~_ _ ._nO.lle_~_________
Anal)". of loll)' CUfl~.nII'U'flllflllllf ..If, "I'llulI, ur lutill' or lilt' .uhjnl"IIII'tll)' IlIW .nlll).11I U'IlII)' I"ill, '.Ie "' Jld'itLllUllI Ulllll,.,.b1u u..ilhill une In, ur Ill(' .Jlle I'f '1"llIu.1 :
.Do..xeceot_a.ctj,YitY- ___.______ ___~.___._.__~.__ ..._.__ __ __ _.___._.
-_._--,.~------_._-----~--
INDICATED VAWBDY nIBSAU!S COMPARISON APPROACII. , , , .., .. .., , , ...... , , .., .. '..... , .. , , , .. .. .. .. , , , , .. ......" 1 .. J.4.6.._0..Q0_
INIlIt''A'I1U) V^I.lJIIIIY INl:C)MItA"I'IU) (~II Ir ^, llint.lt' 1:'lilllaln' M~I~ct IIfl\1 1M"" .lh..... Htlll Muhi ,Ii...
111.II'I".InIIlIll"e [K] -.. w- 0 .ubJrd lu Ule Ir".h.,.llf,.tilllYl,UUlI'rd.lUlu,u. ,"lIlll1jLiIll~ lilln! hclu..... 0 luhjrlOllll l"ulIl"lrLillll rfl I'Wlt .,1lI 'l'fl"ilk.U.IIU,
C",";,l..".r API."Io.I, l\1l.....<Jwroocl1es_t.o_value_llaw_beeJl_C01UlideJ.w_ _~.__..____.__..________
. I'....' 11,..,.1110""" : ~t~igbLiJl=u~_wiU;.L.esi:..iJlilte.};aw=jx;en_g{ye;Cti)e_8aJ.eS_CQ1t.'<ld6.01U1W)J;lO\Cb~
1110 l'UI'IUIC ur Il,. "'1'101..11. hI nlilll.te UIC IlIA.I",..l \'11111: ut Ule .ull"OI'clt)' UlIlt i. the luhjf\'lut Ihi. 1t'1'<III, hlUl1lulI U,1l abllve (IIIMlitlllu, 1lIK1 CCl1iU...lilln, cUlIlllllt'lltllllllilllitilll ..m)ljl.
UUDI, ,"t1l1lll~cl \'11111: iJdillltl"'1 UUlI'II~ 'I"td III tI,e .Ulldlnl bnltlle MilO; I'Uf1ll4,1Y1hulllle Mat FlIIllI ItHHIIIHt'l'i,t.1 . _ ),
I(WI!) 1!S11MA'J1l mil MAlUmrVAWIl. A' UIiI'INIiIJ, 01' 11I1llUlAL I'Rlll'l!lln' '11lATI~ 1111l ,lJIU!i<:rol' 1111' RIiI'OIlT, ^' 01'. .3/2/39._..__.._..__
\W1UCIIIS11IIlIJA '~<ClION ANIJ'IIII! IiITI <:lIVI! IJ^1l1 01"1111' III.I'OIlO 10 Ill! I . 126.000
AI,'RAlSI!It: ~ 1/.,,4?' ././ d SUPUIlVlSURI' ArPRAISI!R (ONLY II' RIlQUIRIlU),
Slnlllllt - %'~~__ SiJlIIQIUII' _ _ -_._______C=J !Jill !.=.]UioINIlI
N.me ell_ L f_J-loqler._ Nlllllr _.
.
n.'e "Utili' sl~/~/96_ ...____._.__ !Jp'_r}It)"'Il)li!:llltl
State Cc.tirtution' RLO09920L_______nu,_.._._ __. ~ 'slall' Pa. SIIl!t t'('lllli, al,"" '.
.QLSlalcl.kcl\le' _.__ .__. .... .____..
f,c:ddii'MacliOnn1i)6:Q) l'AIIE 2 (J112
.
._--~-----------"----_._-----~--~_._-----------_._._-------------
~--------- -~--_.-~~_._----_._----_._-----
"UI'td I'Wlltll)'
.,....._._-----~.!!....._-
IIUII""'fl ('hllll
I'w"'lt) ^.l.IlIU
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'\'"1>'1
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, '
.':-',~'~.
...... .
, ,
FRONT OF
SUBJECT PROPERTY
REAli OF
SUBJECT PROPEf1TY
STIIEET SCENE
STATEMENT OF LIMITING CONDITIONS
DEFINITION OF MARKET VALUE: 'I lie IIIUI'I'IlII..hk I"i.., ,,"1.11'1""1>1'1')' .111111.... h.in. ill. UltllllC'lili" 1')11 flitCh III.fLirI ul1<ln ,II Loo.hLinN
IfquuilC "'. f.1t ..Ie,lhe by)" and ullc" nd,I.IUII 1'ludruUy, lumllt'lll.uhl)' au" _-'ulllillllhe ,',i" I. 1loI1.lIt.1ot II)" Ul.Jue IlulIulua, h,..,lkll LII Lh.. d,UniU"..
.. Uti CUNlUlunlILiuQ "r...Ic.. uf. ",nlUn) loll'" .lId ti,t rl..iu,,,f lid, hllm ull,", lnl"I)C" ulI.lt, uIU,litiull' "Iltlr")'! CO ioU)" 11101 .,lItl .11 l,rk.Uy moUutnl;
(2' both r11t.iu .,e Vo'rlllnhntllN II' wrllllllva.nI, .,11I n.h adln, III Iiloh,1 hnunliol,.. lip WAn hulllllr.ral; II, . Ir"ulI.blt 1I111e ,. _U..".,... 1111 1'l1~~UfC in Ihe "''''R
UlI.,bll (4) I")'IIKII'''III'''' in kll". ul u,h luU.S. dllll.,. II' In IWlllul lillllld.l.ll.lllflllrllla 1II1111"I.!.Ie U,rlflll; ""'1" Ihe I'lkr "'I"C"I'III.I the ,""111.1 "mllkltrlUtllI
'u, LlII rlurell)' aukl ,""lIednl h)' '1''''lIll1f (lelliv, 'i""odllllll ..le.II UII"f..llIn,1I 11.lllnl',)' 'Il)UIIO ...u..i.ln' _1\11 lilt nit,
II AdJUllIllm&l kt LIlt cumptl,.ble.lllllUlI be 11I-.1, '""IIn..IIt, (lr.lilt 161110"'11111' '1lul"IlIIUllillllt, Nil ..lju.lIllnl" lit un',...,) '"' dl".' \:1..... .hkh "t '"11"1111)'
f111d '" trllt" ... ,flull 0' ..-.lldun u, law In I ....,hllll'lj dltae WIlIII't 1C""'il)' Wtlltilllltlc lill~' lilt .,Ur, "I),IlIe.llt UMb In \'lIluall)" .1I111~
lIanaartlulIl, SllCc.:Idu, utlllvt 11I1IInd,II"'ju"mtnllllll.',O 11I11II, 1Illlle 'UlIIl'"l1hle ,'Wllfll)' II)' '"111I'llilllllt hI Ilnllll(UlllrnUlllllf.N h)' I Lhlull'lll)' inllilllliul..1
"lMln 1111'" hOllllr-.lylnvlllvrd Inlhe ",ullCl'YII' ....u.~lIun, All' IIdjUlllnrnl Ilh"ut.I Ilul loc u~Ullllnlltn. llltdlllll....lllnll.' u"lft' II" Iinln,.i1II'" ,uner.dun
bul dllllulla, IIIWWl1I1' 1II,.JjUllllllc:lI' .lIuut.l 11,,"lIdmlle die IIIllLrt'l'rldiutl 10 d" Ii,..,... 1111 II' UtIIU'..iuM l...nll'" LlICl1r,'''i-c,', judlllKlI1
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTIFICATION
CONTINGENT AND LIMITING CONDITIONS: 'lilt 1I'I"'Pt". u"li11lllllJlI d..III"ltllllnlhe "'1,,,11.1 ''1"''1 II lulti"'ld Ihe Mlu"UII tondilioM~
I. 111C1 'rrrw.itrr ..iU nul be 'UpuNlib5c fu, m,lIell 0' 1t,"""Ule dLlL ,1ln.I thhn lilt r,u''f.I)" Ilflll, 11'I'II..nJ "' lilt Ilde 11111. 'Jlle 11'1'""" "'U1nt1 d.., die
&;lIe b.oW aOO mllLrlablc 1I.....d1t1dOIC,.wlll nol 'tudcr III)' opinlullI lbuul LIlt lillc. 'IIIe pllllK"I)' Is '1',IIIPnllIIllhe buil uf II bcinl un"'er 'tIIpu,,*ible
owomblp,
1, 111c Irll,,,,,.w II.uvldal I Ibldllll Ihe 1111'1I1a.1 U'IIOII 11I1IIuw DI'I,.odlll.'e lIi1ntllllolU or LIlt IlllpfCJvtlllfllLa IIlIIlhe Ihldl it Indullnl (111)' lu ...lal dlc rralu ur
Ihe rrport In vlaulWu.lhc p,prell)' 1111I unIItlllllkllll, dlc II'Pllbe"llIrlellnIIlDliun u' lt'l .ile.
3. 1be Iprra1arr bu u,nunnllhe IWlllable 11000 II"ra L1..1 Ite pluvldnl t.)' die l~ellll~IK..r'K")' MUIIIlellltnl Alt"')" (u, uLlltr 1I,1a lOulen) II"" ".. nuInlln die IrprliMl
rrport..btlhrr &be lubied IlIe" 1<<llrd in an IIItnlillnl Specl,1 Hood 11.,.111 Alrl. lIenUtc die II'p....tr '- nnlalurw,yul,l" ur .IIe lnalra nu l"'IMIce', UplW or
lInllUoJ, 1r.,nlin.lhelltt.c:l1l1ll1'uou.
4. 1be IPlllllatr..i11 no,.lu lallnwny u, 1"I't1t ill '0\1,1 benu.e he II' Ihc lII-.1c In "'I'lIu"1l1 dlt PlUl".1)' III '11I"llulI, UllltN .,,"i1k IIt1W,flllCnlllo du III havc
buo DIIII. bc'onhand,
S, 1be 'prnbu II.. aLhllllnl die \'Ilue IIr die IanIIIn LJIt \:1_1 IPI"II"h.I 11II hllhullIM.!I"., we IIMI Lilt,! illll'lU\tlllflILa.1 d"i, ,unLllhuIUl)' ulut. lllne trranle
\'1.II&IUuIll urdle wMl..MI UIII,.uulllenLa 1IIU1lllt1l be UlnJ III clllljun~liulI wilh IllY IIll1t' II'I,,,I.,I,,MI 'U' ill",liolll UII") lit tu l"nI.
6, 111e Ipr,.iaer bu nulnJ In lhe Ipr"l...l 'tIIU11111)' adulte u)llIIilllllll (Iu.h 1Ill, IIt~..tnJ Ir,,,III. IIrl',"IIIIIIII. tht P'tltll\f III IIIUlllllllu ",..lei, I"de Illbalaneu.
dC,) obatl'\'N dUlln. Lhe Uulltdlon II' IIlc lubjrc.II"U,""I)' "' LJ..l III IIf the 11f\""IIC '''',,"e "' lIullnl LJIC nonn,lltltanh Inu,hnl in IlClfcmum, Lbl Irpl.bll. llnkaa
oLl~f'Wile IIaLnl in 1110 'prnil,1 "1"'11. Ule 11'1".1"1 Iw lilt LllowlnJ,e III Iny hill"'tll tI'I.IIIII'I'..tlll u,"Jillun, u' UICII"IIIIC,I)' IIf -.lUIIl! tllVhlllVllfl\bll nmJIllona
(llIcludlD.1I11l p,aroe. 0' hll.allloUf Wlllt, lude lubalall..:ea. '14'.) tI..1 ,,"Ullt.l maLe IlICllilUI'ttl)' mure u, k.. UIUlblt, 1111I h.. l..umN Lh,llIlttr IIC IIU lu~h (unlliliotll
II"" mua DU'''',anlta III ,,"1""IOa, Clr'UI tlr ullllllttl, 1t.,nlUI, tI,e ~'IlIMllllolIlIl IIle l'IIII't"), 'Ihe 11'1111111:" 110'11I nul be l"I'tllIIlble fUI III)' ludl\:UIMllliullI IlIlllIu
e.....t lI, rOt all)' en.Ineerlll' ur IeIUn, Ihat ml.hl be .r1luhnllll "iJ~lIVU ..hcLJltr lu~h ":lIIlIIllIulI' c"iJl. IIc..:Iule LlICl"'I,.,iJn II III1L III tlllellln Llle lieU ur
e.ll"bPDIn'nbll hau,II" Ille 'rl",Ia.1 ftrod 1IIU11 nutt..c "II."Wrltd .. an cmlrulUlltnlal..ltlUUltlll tI' LJIt ,'w'l(ll"
7. 'nlCl 'rl'lllaer ublalu'" d" InlulIlI.llufI. ullUlllc.I, 11M.! III'lllllllll 11111 "'"e tll'lc..u1 III lilt ..'.',..... 'fllIIlI hlllll allUIe~ dLlI he III 11111' flll..iJtlllfl be IClilt..k IIMI
bcUe\'t:I UIC," Iu be 1I11e IIMI cuutd, 'n" 'l'I,"Ia,,"'uu lIutUIUlIIC 1c:',lUlllibilily fill LJIt I.'UUIC)' f1' ludllkllll lI..t Wt'c 'ulIli-hnl b)' ULJIU ,....llu,
a, 111C 'rrniu, will nolllllclutc LJle cunltn&l ur die Irllf.it.llc:~111 eUt". .. rlu\'iIIn1 rill ill LJie Unifllllll SIaIIII.....llIl p,ufelliul..1 AIII'III..II"letke,
9, 1M Irrnlacr II.. bual hla u,I", Irptait,lrrro.I..., \'Ilu.llulI u"",'IUllull '"' an 1".,,,..,1 d..lla luhi"''''' IIliala.:luf)' tlHlIl,ltlion. ,er,llI. ur ,IICI'IMNII on
LJIIUlwnrllon dLlI COUlI,ltlJon 0' IIIC1 uIlP'OVCUlC.llIIWIll b, '1C'IfuIIIIN In I .u'''lIIallhb IIlIlUK',
1U. 111l'Jlr'llaer IUUltllfuvlde hll u, her 1',lu, w,illtll\:III\1tn' bdule LIlt IcINtl/di:UIII'tdriN ill UIt .1'11.....1 "1'"11 ~'" dulllllulc die '1'llIlilll 'tllll11 tUIl:IINIn.
rODl:IUlIo'II.lIout tile rlUpt'l)' niue, Ihe 11'1"'"'''' tJrlllily and rlulratiulIll dt.I,IIDllullt. 1I1Il,t'C,C'U":c. hI III)' plulradulllllrI'III..1 ul,'lIllllloru u, die nllll Ylidl
....hkb lIio Iprllt.cr lIullldllnl) lu 11I)'0110 0121" dllUl UIC bunu'""i LJII tIIulllllte Uf ILa IIf~n"ulI lid ,,,1,11I; d" IIIIIII'.le UlIUIC"j ,ulllull&IIII; rlu,,..!ltllll
'I'Jllllaal OI,IIIu..UU"*i aIIy'IaLc 01 'n1tlllly 'l'rlU"cd 11I1am..1 ullululiufli III 1lI1)' d'lllltlllclIt l.rtlC)'. u, u\lbumClllalily uf die Unilnl Silk. tI'lII'llalcl 0' die
Olallkl 0' ColUlnbifli e"l:I'llllIlIl LJIIlIt'''''t'tdielll fiLlY dlaltibllle Ule rWI'rtl,lIuni,'liulllt,liulI lIf II" 'tpm1 UII')'III Illla (lll!rltlulI 0' "'ltJ.tllll"nke(.) ..iLhuuI
hlVm. lu ublaln die '1","I",'II'llu, WtlU", ":lIll1rllL 1he """.iaU" WIIllell 'lillllfllt 1IIM1 "'I'IU\.I tlIual litO I" ul'lIl1m1brlUle dlc II'plau,1 "II be ellnu)nJ b)' 1UI)'ulle
10 LJIIIlullllc Llllolt.had\'elllaull, I'ullll.: 'clallulI', newl. Illtl,lI' uLJ"rtllnli"
I',rddle Mac llunll ")9 MIJ
-------~._._-_..._-----_._._~ _._---.._---------_._--~--
)'.,cl..ll
J'llIll1le M,c hlflulOOIII 6,1,1)
STATEMENT OF LIMITING CONDITIONS
APPRAISER'S CEATIFICA liON: 'lilt' ^I'I,,,ilC'1 H'llilir. ..,,1 IJlflll th.t,
1.1 bin ,auu:bnl the lultjn! IIUlI"rl"u Iud hne .dr~h..I.lllllliIllUIII "' \Jilt''' Iru'III..ln I1111IIII't'lli.... 1Il1l11lallllil., lUlIIl1wdmllc Itlthe .uhJCl.I'"IIJ'Clty 1111
,,,,...\.Icl.tlun In the ..lea n.ll11l'.'U.UlllUlll,...!UN hive 11I",1, I dull., ..ljuellllt'ul\lohrul",'llIl'li.lt' lI'lfllt.., tilt' 1II1tht Ir..Hull hI thu'l! llr"", ul.I,IIII1"11I1 \'a1t.t1l1n.
II. .I,nUkant hem in. Ctllh,III.b1lllllUI1tll" U. IUl1flltlf '''' III 1Il1llt' 1'\'luII,lr Ill.." lilt' .uhjr\II"III't'lty. ll.,u III..JC' 11(".liVl' ..fju.lmC'III'" Irtluretha ItIj,ulnl
..let r.1rc uflhe (;umpI..b1e and, II, .1,llili'llll ilerll in I IIIIII"II.lIle IIII'I't'II" ..11111'11"'1", IIllr..lnlll.hlr tha" tile lullinl rIUlle'lt).1 hne llIM1c. roelllu
adjUlttnenl k1!.m:II:UC die IdjwlnI ..lea rtlno tI' dl~ ~HII1II1I.hlr,
2. I MVC talrn lulo tOnlkl~IIUlIn die '.dor. dUlt hIVe an Ullll.~ll1n ulue 111111)' IlrnllllllUfUIII' die rllimClle IIlm....rl ulllr in lhe .1'11..b.lltl""" .lalVe 11111
lalOw"'.I)' wiUlbtld an,. Il,"m,..,t luronuIUun hUllI die .1'111.....I,rlllllt .,Id I hrlit\'r, III du! 11('11111' Ill)' "1I1II1'lnlll<<', d\.I.U."'lrllltI\U .11d IU'UlIU,UUIlIIl lhe .Plllllnl
trlllllt III: bue I..d ClI""1.
J. 1.t.-lall.. die .1'11l....llflwlt uuly Ill)' ~lIuull. uuhilll~,j, ..Id l'lII'r..lullllllllllpb. "l'iniulII. .ull &:1111&:luliulIl. ..hldl IIr Iuhjnl 0111)' III dte umUII.rlllalld
lilniUn. lpeciJ1ed in dlb 'unn,
.t. I have nu prtkllt UJ p.otpc.ctive inltrulln Ihe prupel1y lhal P die .ul>jh:l to dlb le'llul'. ..Jd 1 hne IIU IlrClrlll UI Plo'IIt"live rr,lullllllllrrul 0' bl.. with
rUf'C'-1lo the plltidpanllln die tnn"diun. I dklllul b..e, rilher Plltially OJ cumrl~ltl)', lit)' 1l\llpi, mJ/lIf die uliutlte ur mll"tI utue UI d,c II'P.lit.llrpOIt
on the floCe, rolur, Idi,lon, IU, h..odlcll'. '..nlli.lltaIW, (I' I\llIunal oll.ln of r1dlrl the plO1rrclive U\I'l1e,. u, IKCUp..'1I (If Ule .uhjecl rlllllt'.l,. ur u' dae p'Clrnl
uwntn UJ CKalpt.n1l urthe prupcttiraln die "klnil)' uf die .uhjecIIIJIIllrll)'.
5. I hive no plClttll or conltmplatcd rulu,e inte,r.allll Ule luhjrcllllOIIl'lt)', ..MlIIl'ldler 111)' cuutlll 0' fotule tUlJllu)'lIItut IIUI III)' [lIl11l'r"..lIoII 'or pe.fonnln, thb
'l'pn.101 II cOIIUb,tol on dlc 'l'I'Jllnd "lluc uf the I'IUrtlt)..
6.1 wu aul requital to repoll' rraltltflninal Vlluc or direction in value dlClI flvotl Ult nuse uldle [lielll ur"l)' ,eIClltdIICllt)'. dlc Ilnowll(lfdlC \'lluc utirnatc,
!bc IUlirunealo' I 1'lCl:lrlC 'raull. or die occurrencc of. .uhat"urnl event in unlCJ III ,ecrlve Ill)' C'Jlllllt'lIIlllon andfuf rllllllo)'mtnl for rrllUIIUUI, UIC 'rrllRII. 1 dJ,J
nol buc die IrrllWI rtpul1 on a requttlallltinunlllll valulLioll . I I",dllc vlllIAtion, IIr thc Ilttdlo "1'J1IlI"e I Il,rclne IIIU.t,IIC Iuan.
7. 111t'.fonutd uu.arr,.iaalIn cunfunuily wilh Ihe Unirol1l1 Slalld.,da of 1'lolr..lullIl ^1'I'.aL-III"lctke IIlllt \I'l'IC -.)orlal and rrOI11UI,llnI b). UIII: ^I'I'II..I SlalJdlrd.
Uo.n1 0' 111c ^rrlll..1 (low.d(ln and Utlt wtre III rlace u uf dlc ell<<Uvl' date of UIg 1Il'llJail.I, wiU. dnl ucrl,tiun IIf IIle a1tplltule plovitlllu uf dll)le SlInd."I..
whkll duca nul'rrl)'. I .ck.lluwlal.c UtlllIl utlrllllc uf. ,rAlon.blc Umt fur e1110lu.e In die ol!Cn 1IIC1lbl ia I cunt.lillulI in IIlc dtlu\iUun ulml.'-<<'I value and die
uUmatc I developed 11 lConlilktl1 willa UIC 1It1lketln. tUnc nutnJ III die Iltl,hbo,houd .a;ljun or dllt ,erUI', unital I hive udlCfwbe llatrd In dlc ,tColw:iIIaUon ",..!Jun.
8. I have rc:nonall)' hllptdtd tbe inltrlur..MI ult:rlor .rcu of dlc .ubJa;tl'lu'ltll)'lU1d lilt ulclluJ Ilr 1lIlllIIj1(lllca lulnl u nllurClllblca in dlc Irlll.1ao1 'tpull.
I fUlther certlf)' 11111 I b.ve notal 1.1I)' 1I'I'IItllt or loo"'n Dt.IVl'IIC cUlllIltiuns In IIlc luhjt..l hUI',uvrmclIl&, un IIlc .ubject.IIl', OJ UII any ailc within dlc hlunrdlalc
vldalty ofthe.ubjrd plOrtl'Y orwhkh IlIn aw"cmJ hlvc made IIIIjWbllCllla ror dlcae ItIvrnr cundillona in lilY IIlal)lil ofdlc pltlllrll)' Vlluc to die cllrnllltlll hM!
.lIIlb. evidrnce 10 ,uPIIUII IIICIII. 1 IInc .bo conuucnlN .buut die drec' uf the IIf IIlc IIIIvcl.e ..U1M1itJuIlJ 011 dlc Illlllhlabilil)' IIf dlc Iubjrl,:t I'lOl'el1)',
9. Illtlloltlll)' I'ltpalcd aU a::ontluaiulII ..MI (11'1.111011.. .bout die Ital r.LaIl: dill "'tie let rUlIII in dlc 11'IIIIIa.1 "'1'1111. If IlrUn! ulI.I,"ill~"ll r,ul('lllu"ll
WUllllCO hom"l)' isllllvktual or bMllvldual(l) UI die J'f,funlllllce uf IIle 11'1'1111lI1 or dIe II.tllll'ClliulI of dlc ','llllu.1 U'111II1, I h.\'e lI.mtd 'Udllndlvklulb(l) ..MI
dltclUliN dlc '11t'c1l1c lula IIClrOllllcd b)' thcm UI IIlc .tculIcilillllllu .<<.lIullllf UIP 1I1'1'II1Plllqlltll. I a::tllily dill .11)' ItMllllklulIl.o ....urd I, llu.lillo.llu I'tlfllllll Uus
lull. I hIve nollUlhlllizN "1)'lIl1e to lIIlke duulle lu All)', ilcUI in UIC ,rll(,lll; UIl'u:luIC, Ir 11.11 unaulhflll.t:nl ch"IIC M IIIDt.1e l" Ult III'fI,.I..I.rll"II, I will "'''t 110
,uruRlILUiI)' fu.ll.
SUPERVISORY APPRAISER' S CERTIFICATION: I'. IUllt",illll)' 1I1'1'llIlsrr .iem"l die: 'JI"..I..llr"".I, lit tlI _he wtlliullllt.llllrtllhal:
I dltecUy 'UJIClVite IIlc 11'111.I.u whu 1'lt,ICI.((1 UIC 1I111".illll I(IIUII, IlIve IrYicwnJ lhc 1Il'l"lIillllll'l'lut, Illte ..ldllllc 'U1lclllflltl.llt.1 c"lK:hnIIlU' "' die: 'l'I".itt.. 1,Il'e
to be bowMl by dIClII'l'lliter'. ctltinC.tJUII' nWllbelnl" dUlluS;h 7 100\'C. .11.1 Rill 111111' '1111 ,c'I'III1.illilil)' 1m IIlc .1'I"Ail.1 11111 IIlc 1I'I'II1-.llr,'III'.
ADDRESS OF PROPERTY APPRAISED: 216 N. 30th St
APPRAISER:
SUPERVISORY APPRAISER (onlv If requlredl:
SI,lIawle:
N. .
V... 511""" 3/2/96
S....C"UIk.U,,,', RL000970L
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fll\likJ;;1. IjIJl1BIi:Ii I
OWNER'S NAMEI
11AliJWG ATJtlRESSI
CUMBERLAND COUNTY REAL ESTATE INFORMATION
. DATE 03/04/90
DISTRICT MAP. PARCEL TRL/EXP
01 201652 120
MORNEWECK. EVELYN S.
::h. <<, 'Atl'l'i\ ;.ii\~.~i
CAMP HILL. PA 17011
LOCATIONI
EXTRA LOCATION INFORMATIONI
LOT S I'ZE I
IRREGULAR SHAPE INDICATORI
LAND DESCRIPTIONI
IMPROVEMENT DESCRIPTIONI
CLASS CODEI R02 LAND USE CODEI
SALES PRICEI , 0 RECORDED I
2900 CUMBERLAND BOULEVARD
70 FRONT FEET BY 130 AVERAGE DEPTH
ANDIOR .00 ACRES
LAND
HOUSE
BUILDING SIZEI 0 SQUARE FEET
00/00/00 DEED BOOKI PAGEl
ASSESSMENT I LANDI'
1,020
IMPROVEMENTI. .
4,660
TOTALI $
5.'/00
MORNEWECK, CARL
05/05/94
PREVIOUS OWNERI
LAST COMPUTER UPDATEI
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CLECKflER & FEAREfl
FAX 110. 'IIn3BB4B1
P,U5
,',.hA.T_II'II,"'I""" 11,.1. 6tJoII l'ufnJ, Act lill n\ll,
ellrp " ne" Jhdlln:ll, ".
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MADE TilE .~ 1,e.:1 duu uf "x.r:.jL&...._~~~..L/
of ollr Lord one tllOlIsollllllillO hlllld,.,:<I sixty-rour. 0/
ill tile Ileal'
Blf'l'II'EEN nOOt::ll A. 110ltRJSUlI 111I11 PHYLLIS J, Hi.JllIlI:J()II, of l)U) Sc,ul,h 'fhh'll Strout,
--
St. Ohor1n3, I1Unoi., P'I't.~.IJl' uf LIIl': r!l'f1~ POI'\',
alld
Gmlllor Il,
J.OSE3'1I S. JOJ/ES anu OPAl. S. JOIIW3, Ills \lifo, of tho iJorollr,h of CalliI' 11111,
Cumborland County, Ponnoylvania, plll'tio~ o.r. thA SOCOIld part,
WITNESSETll, that ill co/u;idel'lllioll 0/
- TI'II';N'!'Y-FOUn 'IW'I'SMvU 11011 OIJ/l,no - (?oIl,OOO.OO) _
ill !land paid, the l'ceei))t wllel'cuf is IICl'obll acknollJledged, the ~aiclllJ'allto" Il do
and COllcell to Ille sllid glnntef<! ,
Gralltero :
-----
DoUars,
Imcbll UJ'ant
AU. t.hnt certnin lot. 01' r>'\'JCll) of 1~I'ounll o.HlloLn in tho OOl'olJpll oC
Oamp Hill. CunllJfH'l~nd CO\lUl.\'. rnnnnvl'I"ni n. llnl1nrl"d nt'ln ,ln07"".i "".1 rc ~o11.o"ol
tO~\Iitl
BromNll1O at a point on tlw \'Iost aidu of NOl'th :lOtll Streot, \/11:'.ch
poj.nt is ono huntlrml thl,,'ty and nl nl.l-tentho (130.9) focL l'/III'th of.Lhu Northeaot
C01'tlOr of the interooction of lIol'th :lOth Stroot and !.ogan Stroutl thence Hest~
~1Grdly throuf,h Lot No. 11, lllook "II", el."l..y-nine and fllt,t).-tllo onc-r.untlI'AlILhs
(69.42) foot to a atoku on tho NU1'I,hcl'n Hnll of J.oL No. 10, l'lock "II"; l.heoce
alon~ tho Northorn linn of "at. No. 10, 1l10ck "N" tllcnty-nino amI oJ.rht-tcnt.hs
(29.P.) C{tet to a stolto on tho NClrthp.cst line of Lot No. 0, Blncl; "!:"I thonoe
along the 1I01'thcautel'l1 linn oC Lot.a /los. U and 7 I OJ,ocll"I;", in a liol't.hilestwllI'<lly
direction fifty-.fou," and Cort.y-J'i Vo ol1o-hunllrerltha (,11.115) fep.t t.o 0 s Lr.i<e I
thence llaotllarllly tlu'ourh Lot No. 1:'" Bloclt "Nil, one hundred ""Ollty~t\lO and
ninety-fivu on{t-hundreclths (12".~~) .foot to a stoko on the llostl"'o line of
North 30th strout, thenco alone the '''/uatcrn Hila of 1I0nh )Oth Strout \IY an
aro ourving to the right, havJ.nll a rndiul'l of seyon hundrell six and fif't)'-tuo
otIC-hundrfldtho (706.52) fOf;lt, a diatanco of suvouty-oir;ht ~ncl nine~tentJ19
(76.9) feet to a point I thElnou uonllnuil1i! dung tho \lo,~t sIde of l:orlh )Oth
StrOll-\' by a atl'lli~ht Hue tllolvo (1:>) fflet Lo tJlO point of 1l~.r.lIlIIHNO.
m:!NO POl'ts 'of Lot3 1I0a. 11 and 121 Block "i/II on u;~ Plan oC Lo~s of
Beverly Park, \/l1ioh Plen Is reclll'datl in tho Cumbel'hnd COHllly n~CI),...I(JI" II Office
~.n Plan IJnolt 3, POI!~ 19.
IIAvmo 'l1li:W';OIl r-;HI.;r:'r;m 3 two olld olll)-hnlJ' oLory br:cl< IIl1eU.tlll! hOllse
nnd briolt I:orar.~.
n ~mn tho
-13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
Inventory of the r..1 end personel ullte 01
OPAl. S. .JONES
decuud
1.
Real P~ope~ty situate at 216 No~th 30th St~eet. Camp "ill.
Cumbe~land County. PA
First Colony Life rnsu~ance Policy HI268998 on life of
Diane J. G~ubmeye~
664.881 Sha~es Nuveen Municipal Bond Fund R. Account
H045-0204012575 @ $9.27/sha~e
105.416 Sha~es Nuveen Pa. P~emium Income Municipal Fund 2.
Account HJones.00LA4S000
154.156 Sha~es Nuveen P~emium Inc. Municipal Fund 2. Inc..
Account HJones.00LA4S000 @ $13.625/sha~e
Dauphin Deposit Account H0049755226
Dauphin Deposit Account "0094250499
46 Se~ies E $50.00 Savings Bonds (va~ious issue dates)
Ame~ican T~ave11e~s Insu~ance Co. P~emium Refund
Smith Barney Account HA-724-20123-1-3-503
360 Sha~es Common Stock. DuPont @ $68.50/sha~e
Der~y Township S.D. Bond. Se~ies A of 1993. Face: $5.000:
matu~ity date 9/1/2012
33 Sha~es Mine Safety -Appliances Company. 4 1/2% cum.
P~efe~red Stock @ $44.00/sha~e
- .
219 Sha~es Common Stock Ba1timo~e Gas & E1ect~ic Co.
@ $27. 31/sha~e
337.8290 Investment Plan Sha~es A T & T @ $66.6875/sha~e
646.280 Dividend Reinvestment Plan Sha~es Ame~itech
@ $58.9375/sha~e
llouseho1d Goods
475.786 Dividend Reinvestment Plan Sha~es NYNEX @ $50.1875/sha~e
143.269 Sha~es Muniyield Pennsylvania Fund Dividend Reinvest-
ment Plan @ $14.6875/sha~e
639 Sha~es Common Stock Consolidated N~u~a1 Gas @ $44.50/sha~e
150 Sha~es Common Stock. Chase Manhattan Bank @ $58.875/sha~e
American Exp~ess Iligh Yield Tax Exempt. Account H1154468446.
2.741.260 Sha~es @ $4.624/share
863.5486 Shares Common Stock Bell South @ $42.625/share
416.607 Sha~es Common Stock Bell Atlantic @ $67.667/sha~e
101.7617 Shares Munivest Pennsylvania Insu~ed Fund
@ $11.375/sha~e
Refund. Leader NU~sing Ilome
Refund. Bell Atlantic
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
(CONTINUED)
126.000 00
47.050 92
6.163 45
1.264 99
2.100 36
20.561 61
19.094 80
13,109 76
696 10
298.619 60
24.660 00
4.821 00
1.452 00
5.981 44
22.526 97
36.090 13
1 .000 00
23.878 51
2.104 26
26.435 50
6.831 25
11 .465 20
36.808 77
28.334 46
1.157 54
2.157 56
6 20
C;OMMONWlALTH O' PlHHSYLVANIA
COUNTY O' CUMIIRLAHD
~
\
J
..
--ElANE J. GRUBMEYER ------------
""In,! duly sworn Iccardln,! 10 10., dlpalO' and .ay' Ihal shl is
Executrix _ or Ihl e.hto or Opal S. Jones
loll or ..9!!!!p..HiP_ BO..F_o_U.9.~.. _" '_'_ 0 Cumb..land County, P.., d.u...d .nd that tho
.ithln Is an Inv.nta,y mad. by ...PJ.!!.ne J. Grubmeyer _ _ , tho ..Id Executrix
or th. Intlre ..ht. or ..Id dIe. dInt, cansl.tin,! or all tho p...anal p,a,,_rty and ,III ..ht., ..upt ,..1 ....t. ouhld.
th. Cammanwlllth or Plnnsylvanl.. and that thl 1l9U'" appa.lt. IIch it.m or th. Inv.ntory repreunt It', r.l, v.lu.
u or tho dot. or dlcld.nt'. d..th.
19 (/(p
_ .f/~
(i '
, !
, .... i i f / t-' "~'.
f....I.' . 41~<<
Diane J. G.ubmeyer .
216 North 30~h Street
... ..
,,'1
J ( /'._
and .ub.c,lbld b.rore m.,
/
J
Notarial Son I
Sharon K. Shatfor, Nnl,lfY Pubhc
HnmsbufQ. DllupnlO County
My CommisSIon E.lIlplrUS Aug, 11,2000
em r, ennsylvilua AssocIation 0 Dtanes
Camp Hill, PA 17011
Add,..,
Oat. or Death
18th
Day
December
Month
1995
v..,
INSTRUCTIONS
I. . An Iny.ntary mud b. fII.d within three month, afte, appalntmlnt or per.an.1 rep,...ntatlve.
2; .... .uppl.m.nt lnyenta,y mu.! b. liI.d within thirty day. ~I dj.cay.ry or .dditlanal ....h.
3. Additional .heeh may b. attached II to p.r.analty a' realty
~. See Articl. IV, Fiducia,i.. Act 01 194'1.
I
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Inventory 01 the ru' Ind personll utlte 01
OPAL S. JONES
deceased
28. Refund, Blue Cross/Blue Shield Premium 93 20
29. Refund, Professional Insurance Service 184 16
30. Refund, Vital Link Phsrmacy 56 31
3l. 559.719 Dividend Reinvestment Plan Shares PECO Energy 16,511 71
company @ $29.50/shsre
93,221 82
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146734. COMMONWEALTH.OF PENNSYLVANIA
.. DEPARlMENT OP .IVENUE. .
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
*'
D No. AA
RECEIVED FROM, i
ACN
ASSESSMENT Ii'
CONTROL ~
NUMBER
AMOUNT
ANN E RHDDES ESG
PO BOX 11847
31 N 2ND STREET
HARRISBURG, PA 17108-1847
~OI
_;:IV, t1'f" . "/2
'~DH'"
ESTATE INfORMATION,
!II fiLE NUMBER
g 21-199:5-0971
!II NAME Of DECEDENT (LAST)
1;,1 JONES OPAL S
II DATE Of PAYMENT
EJ POSTMARK TE
COUNTY
SSN 204-01-2575
(fiRST) (MI)
CUMBERLAND
DATE Of DEATH
SEAL
DIANE J GRUBMEYER
C/O ANN E RHODES ESG
CHECK" 0309
m TOTAL AMOUNT PAID
REGISTER OF WILLS
..30 . 891, . 72
VZ
REMARKS
_.. _.~ "~..._ _ ._.u __._* ..__. .... >__.~ __ _._
. h -- ~ -- .._ .~._- '.1~'. ---.. __ ___ _
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".,<' :',.:. .-' ,
1...4' 67' '3' '3 COMMONWEALTH OF PENNSYLVANIA
, " , DlMITMINT 0' RIVINUI
OFFICIAL RICIIPI' . I'INNSYLVANIA INHIRITANCI AND ISlATI TAX
'*
D No. AA
RECEIVED FROM, i
ACN
ASSESSMENT I'l'
CONTROL ...
NUMBER
AMOUNt
ANN E RHOADS ESQ
POBOX 118117
31 N 2ND STREET
HARRISBURG, PA 17108-1847
101
~",33;3.l!B
ESTATE INFORMATION,
1:'1 FILE NUMBER
Y 21-199:1-0971
1:'1 NAME OF DECEDENT ILAST)
~ JONES OPAL S
II DATE OF PAYMENT
III POSTMARK DATE
COUNTY
SSN 204-01-257:1
IFIRST) IMI)
CUMBERLAND
DATE OF DEATH
REGISTER OF WILLS
m TOTAL AMOUNT PAID .9 I 33:1 . 28
C)'lJ, ,I V2
RECEIVED BY ~~,(~' ',j"'t-;f/,
MARY C. LE(;JIS ,/)II;;)I,;.,I!
REGISTER OF WILLS I,
REMARKS
DIANE J GRUDMEVER
C/O ANN E RHOADS ESQ
CHECKtI 0308
SEAL
~j___~_~_____'_______ ____.__.,--._... .~__ _._. 0--
~._.. __.. _~ __.. ~_~_L _..... __,,~ ~'"... ._. ,_.U~ .~....,"".._ .'_'
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BUREAU OF INDIVIDUAL TARES
INHlRITANCE 'AM DIVI11~
DtP1. ZU6U
HARRlstURO, P& 17'2'.060&
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSVLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
'*
In.,UII'" 11'.111
12-23-96
JONES
12-16-95
21 95-0971
r BERL A
201
AMount R..Ut.d
OPAL
ANN E RHOAOS ESa
CLECKNER & FEAREN
PO BOX 11647
hbg pa 17106
MAKE CHECK PAVABLE AND REMIT PAVHENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE. To Insur. prop.r cr.dlt to your .ccount. sub.lt tho upp.r portion of this far. with your t.. ..y..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES --
iiEV:t;ii:f-EiCAFjiToF9"iii-----iili"i7[Ofii:E"oi:--IiEi,'ERHiNATiiflniiilnSSEssHENy----------------------------
OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN --
ESTATE OF JONES OPAL S FILE NO. 21 95-0971 ACN 201 DATE
ESTATE TAX DETERMINATION
132,356.00
1. Credit For Stata Daath Taxas as Verified
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
100,633.26
3. Inheritance Tax Assessed by Other states
or Territories of the United states
(Excluding Discount and/or Intarest)
nn
100,633.26
4. Total Inheritance Tax Assessed
31,24.72
5. Pennsylvania Estate Tax Due
TAX CREDITSI
PAVMENT
DATE
09-16-96
09-16-96
~.,!
:'~...
ine.
DISCOUNT (+)
INTEREST (-)
.00
AMOUNT P
RECEIPT
NUMBER
AA146734
AA146733
:offil
mn
v'p
3 -,
30,694. 72n-
630.00"
j,- '.
'~i '~J
.'
~.~ ~ i
r
~,:) ,
. ,
'J\:
~';.1
TOTAL TAX CREDIT
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE
"IF PAID AFTER THIS DATE. SEE REVERSE SIDE IIF TOTAL DUE 15 LESS THAN II, NO PAYHENT 15 REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE 15 REFLECTED AS A "CREDIT" ICR). YOU HAY BE
nile' "DceIlU" eel: DClIl:DCC _cTnc nc ~ TUTe enDN. D ,W,,=TDlIrTTnWc '.
S
PIlRPOSt OF
MOnal
To fulfl11 the ,..qul,........ 0' Section 2145 CbJ 0' ttM IntMdt~. W'KI ht.t. T.. Aot. Aat II of ."1.
(72 P.S. Sectlan U4S).
PAvttEHT.
O_tltCh th8 tDII portlDn of thl. Nolin IIftd ,llbII!t with your pspent to tM _....t.r of Will. print... on the
r.y.r.. .s....
... Kek. cMck or .oM., order ply.tlll tal REGISTER OF MILLS, AGEHT.
AU p.~t. tecll",.d .nail be .plled flr.t to MY Int.n.t which ..., tM due with ."y ,....Inde,. ...l1ed to tM 'I..
REF\ltD (CR) I
A nfund of . tax cradit ..y ba n~dwd by caapllUnG WI "APPllutlon 'or A.f~d of P.,.,..,lv...e
IntMf"lhncl tInd Ellat, ,.... CREV"'UIS1. application. In 1'1111_1. at ttM Olfln of the hehta.. 0' WUlI.
."y of tM ZS Rlv.nue DI.trlct o"lc.. or 'r~ thl D.p.rt..nt', "-hour en.~,.I", ..rvlel nu-b.,.. 'or for.. ordering I
In penn.ylvenla l-laO-S6Z-ZD50, out, Ida Pennl.,I".,,11 IIftd within lOCI I Ha,.,.tabu,.. .r.. (711) 7.7-'0",
TOOl (717) 77Z.ZZSZ (H..rlng t~.lred Only).
OIJI:CTJOHSI
Any p.rty In Int.r..t not ..tl.fl.d with the ......aent of t'M a. .hown on thl. notlc. ..v Object within
.IMtV (60) d.v. of r.c.lpt of thl. Hotlc. bVI
--written prat..t to t~ PA O.p.rt-.nt of R.venu., laard of App..I., o.pt. 2110Z1, Harrl.bUrg, PA 171ZI-IOtl, OR
--.I.ctlng to have t~ ..tt.r d.t.raln.d at BUdlt of thl p.r.on.1 repr..~t.tlv., OR
__.....1 to t~ Orph.".' Court.
ADHIN-
ISTRAflYE
CORRECTIONS'
F.ctu.1 .rror. dl.cav.r.d on thl. .......ent .hoUld b. .ddr...ed In writing tal PA D.,art..nt of A.v~,
Bur.au of IndlvldU.1 T...., ATTHI Pa.t A......ent R.vlew unit, Dept. Z10601, Harrl.bUrg, PA 17IZI-0601,
~ (717) 717-6505. S.. pagl S of the baokl.t "In.tructlon. far Inhlrlt~1 T.. R.turn for a R..ldent
Decedent- CAtV-ISOI) far In ..planatlon of adalnl.tr.tlv.lv carr.ctebl. .rror..
PENALTY I
Th. 15% t.. .-n..tv non-p.rtlclpatlon pen.lty I. co.,uted on ~ tot.1 of the t.. and Int.r..t .......d. and not
p.ld bafor. January II, 199'. tha flr.t d.v .ft.r the and of the tlM Ian..ty p.rlod. Thl. non-p.rtlclp.tlon
p..,.1 tv It ,p,.alable In the .... .WV\.r and In the the .... tI.. per lad II YOU would .pp..1 t~ tax and Int.r..t
that h.. bien ......ad .. Indlc.tad an thl. notlc..
IHTE:RUTI
Far dat.. of d..th on or .ft.r 10-5-'1, Penn.vlv~l. E.t.t. T.. b..ed on thl Fed.r.1 E.tatl T..
r.turn b.co... d.llnquent .t the ..plratlon of nln. CO,) .onth. fro. the data of d..th.
For d.t.. of da.th prior to 10-'-'1, Pann.vlv~l. E.tat. T.. ba..d on the Fid.r.1 E.tat. Ta. r.turn
lJecOllI d,"Ir~I' lit the 11Iplr.llotl 0' .1",.taM (11) aonth. 'rea thll dati ~f d..th.
T.... which bec... d.llnquent b.for. Janu.rv 1, 1912 b..r Int.r..t at the rat. of .1. (6%) p.rcent p.r ~
calculated at . dally rat. of .0001~. All t.... which bee... d.llnquent on or .ftar Jenuary I, 1'12 will b..r
Int.r..t at . r.t. whIch will v.rv 'rol cal.nd.r y.ar to calandar y.ar with th.t rat. announc.d bv thl PA
Depart.."t of Ravanua. The .,pllcllbl. Intar..t "t.. for 1912 through 199' a"l
Y..r Intar..t R.t. o.11Y Intar..t Flletor V..r Intlr..t R.ta D.11Y Intlr..t flletor
1912 ZOX .000548 1987 'X .ooazu
.,as 16% .oaOOI 1"1-1991 11% .000301
1". 11:C .00OSOI I'" 'X . oaO:.7
1911 I>X .000SS6 199'''1'94 7X .00019Z
I.., lOX .ooaZ1. 1995"1'96 OX .00U47
-..tnt.r..t 1. calculatad .. followlI
INTEREST' BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUEIIT X DAILY INTEREST FACTOR
--Anv Hotlc. I..u.ct aftar thl t.. becOMe d.lInquent will rallNt en Intar..t ulcuhtlon to flit"" 1151 day.
barand the d.t. of the ......Mnt. If p.v.."t Is od. aftar thl Int.r..t COlIpUtaUon data shaWl on thl
HoUc" Itdditlonal Intar..t wit be ulcuhtld.
}', '/ COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE ~
BUREAU Of INDIVIDUAL TARES
I HillA I UNer TAIl DIVISION NOTICE Of INHERITANCE TAR *
OlPI. llObDI APPRAISEHENT. ALLOWAHCE OR DISALLOWANCE .
IIAAAIUURG, p, lIUI-ObUI
Of DEDUCTIONS AND ASSESSHENT Of TAR 1"-lh''''''III,11I
DATE 12-23-96
ESTATE OF JONES OPAL S
DATE OF DEATH 12-18-95
FILE NUHBER 21 95-0971
COUNTY CUHBERLAND
ANN E RHDADS ESQ ACN 101
CLECKNER & FEAREN r Allount R.llit t.d
PO BOX 11841
HBG PA 11108
HAKE CHECK PAYABLE AND REHIT PAYHENT TOI
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE. PA 11013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv:is4'j-Ex--"FP-mr:96Y-iiiificnWYNHEiiii'AifcE-i:Ax-jipPRiiisEHEiir-;-"iXciwAifcnili-----------mm
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
OPAL S FILE NO. 21 95-0971 ACN 101
ESTATE OF JONES
TAR RETURN WAS' I
1 ACCEPTED AS fILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN DASED ONI ORIGINAL RETURN
1. R..I Est.t. (Sch.dul. A) (1)
2. Stocks and Bonds (Sch.dul. B) (2J
5. Clo..ly Held stock/Padn.rship Int.r.at (Sch.dul. C) UJ
4. Hortgag.s/Notas Rac.iyabl. ISch.dula D) 14J
S. C..h/B~ Daposits/Hisc. Parsonal Prop.rty ISch.dul. E) (S)
6. Jointly Ownad Proparty (Schadule F) (6)
7. Transfars ISch.dul. OJ 17J
a. Total Ass.t,
APPROVED DEDUCTIONS AND EXEHPTIONS:
9. Fun.ral E.p.nsas/Ad.. Cost,/Hisc. Expans., (Sch.dul. H) (9)
10. Debts/Hortgag. Liabiliti.,/Lians (Sch.dula I) 110J
lA. Total D.ductlon.
12. N.t V.lu. of Tal'( Raturn
15. Charitabla/Gov.rn.ental Beque.t, ISchadula J)
14. Nat Valua of E,t.te Subjact to TaM
It an assussmunt was issued pruviously, lines
retluct tigurus that includu thu total at ~
ASSESSHENT OF TAX:
15. Allount of Lina 14
16. Aeount of Line 14
17. Allount of Line 14
la. Principal Tax nua
NOTE I
I X l CHANGED
SEE
DATE
ATTACHED
12-23-96
126.000.00
514.116.11
.00
.00
411.592.86
689.225.09
35.000.00
IBI
10.080.15
5.145.02
1111
1121
1131
114l
NOTICE
NOTE. To Insura proper
credit to your account,
subeit tha uppar portion
of this for. with your
tax pay.ant.
1.836.594.06
7Ci.??Ei 17
1.161.368.89
.00
1.161,368.89
14. 15 and/or 16, 17 and 18 will
returns assussud to datu.
at Spou.al r.t.
t.xabl. at Linaal/CI... A rat.
t...bl. .t Collat.ral/Cla., B r.t.
1151
116l
117l
TAX CREDITS:
PAYHENT
DATE
03-13-96
03-13-96
09-16-96
RECEIPT
NUHBER
AA112610
AA112611
AA146133
DISCOUNT 1'1
INTEREST I-I
442.11
4.406.14
.00
.00 K .00_
\,16\,368.89 R .06_
.00 K .15.
IlBI
AHOUNT PAID
8.400.00
83,128.00
9.335.28
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. If PAID AfTER DATE INDICATED. SEE REVERSE
fOR CALCULATION Of ADDITIONAL INTEREST.
.00
105.682.13
.00
105.682.13
106.312.13
630.0CCR
.00
630.00CR
I If TOTAL DUE IS LESS THAN fl. NO PAYHEHT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" CCRI. YOU HAY BE DUE
A REfUHD. SEE REVERSE SIDE Of THIS fORN fOR INSTRUCTIONS. 1
REstRVATlD'" [,t.t., of dKHent, dying on or b.far. D.n.tJ.r 11, 1911 .. If any future Int.r..t In the ..1.1. II Iran.f.rr.d
In POilU' Ion or enJoy.."t to CI... . Icoll.I.r.l) beneflcl.rl.. of Ih. d.eM.,,' .ft.r 'h. ..plntlon of ."y ..t.t. for
Ilf. or for Y'"'' 'h. Co..anw..llh hlr.by ..pr...ly r...rv., ,he rlDhl 'a 'PJIr.... end ...... Iren.f.r Inh.rl'llftC. T....
.t the lewful CI... . Icall.I.r.l. r.I. on eny .uch fulur. In,.r..t.
.......[Of
HDflCtl To fulfill ,he r.qulr...,,'. of Sectlon Z."O of the Inh.rltllftC. and Est.l. f.. Act, Act ZZ of 1991. lZ P.S.
S.ctlon ZI"O.
PA'fHE:NTI a.tach the lop portion of Ihll Notice and .~It with YO\.lr P'YHnt to lhe A.ghhr of Wllh prlnled on lhe rlv.r.. lid..
U"_. chick or .orMy ord.r p.yabl. 101 REOISTER OF MILLS, ADENT
All p.yaant. r.c.lvM shell flr.t b. ~11.d to any Int.r.st which ..y b. due with any r...lnd.r appll.d 10 lhe t...
REFUND ICR.. A r.fund of . t.. credit, which w.s not r.qu..t.d on IhI f.. A.turn. ..y b. r.qua.t.d by coapl.tlng an -Appllc.tlon
for A.fund of p.nn,ylvanll Inhlrlt."u end t.tlll "IC" IREY.UU.. Appllcltlon. Irl Iv.llabll .1 thl OffiCi
af IhI A.al.llr of Will., any of thl ZS R.v~ Dlslrlct Dfflc.., or by c.lllng IhI .p.cl.1 Z".hour
.".",rlng ..rvlc. nuab.r. for far.. ord.rlngl In Penn.ylvanll 1.IOO.S6Z.Z050. oul.ld. Penn.ylv."l. and
within locel Illrrhbura Ir.. 17171 787.1094, TODI 11111 172.2251 IH..rlna lapllred Only).
OBJECTIONSI Any plrty In Inl.r..t not ..tl.fl.d wllh th. .ppr.I....nl, .llawencI or dl..llowanc. of d.ductlon., or ........"t
of t.1C Clncludlna dhcount or Inllr"U II &hown on Ihlt Notlce MI.t ObJKt within .bty (60) d.va of rec.lpt 0'
thlt Notlc. bYI
ulllrlttan proh.t to thl PA D,plrlaenl 0' R.vltnUl, Baird 0' App..h, D.pt. ZIIOZI, H.rrlsburg, PA 17UI.1DZI. OR
...I.ctlon to h.v. the ..tt.r d'l.r.ln.d .1 .udlt of th. .ccount of the p.r.an.1 rapr..anl.tlv., OR
napp..1 10 IhI Orphan.' Court.
ADtlI"
lSfAAUVE
CORRECflONSI
fKlu.1 .rrar. dl.cav.r.d on thl, ......eent .hould b. .ddr....d In IIIrltlnll tOI PA D.p.rtaant 0' R.VInUl,
Bur'au of Indlvldu.1 ....., AnN I Pa.t A.......nt A.vl." Unit, D.pt. za0601, tlllrrl.burSh PA 17lZl.0601
Phone 17(7) '8"6505. S.. p.g. 5 of the baokl.t "In.trucllon. 'or Inh.rltanc. T.. A.turn far. R..ldant
O.c.denl" IAEY.IS01J for In .~planallon of ~alnl.tratlv.ly corr.ctabl. .rror..
OISCOUNTI
If any t.. dua I. plld within Ihr.. ISI c.lend.r .on'h. aft.r IhI d.c.dlnt'. d..'h, . flv. p.rcent (i~) dl.count a'
the I.IC p.ld h .Ilowed.
P[NALtYI
th. ax talC allnl,ty non.p.rUclp.tlon pen.lty Is coapulld an the lot.l of IhI t'll and Intar..' ......ad. Met nOt
p.ld b.for. J.nu.ry II, 1'96, th. flr.t d.y .fl.r the and of th. I.IC .an..ty p.rlod. 'hi. non-p.rtlclp.llon
p.n.lty I. .pp..I.bl. In th. .... .anner and In the the .... tl.. p.rlod .. you would .pp..1 Ih. t.1C and Int.r..t
th.t h.. be." .......d .. Indlc.t.d on Ihlt notlc..
INIERESf I
Int.r..t I. ch.rg.d b.glnnlng with flr.t d.y of d.llnquency, or nln. C9. .onlh. and ana II) d.y froa the d.t. a'
d..th, to thl d.t. a' p.y.enl. T.... which bee... d.llnquent be'ore Janu.ry I, l'IZ b..r Int.r..t .t Ihl r.t. of
.1M 16~' parunt par annul calculat.d .t . d.lly ret. of .000160\. All ,.... which bK'" d.llnquent on and .ft.,.
Janu.ry I, 198Z will b..r In,.r..t .1 . r.t. IIIhlch will v.ry 'roe c.lend.r y..r to c'lend.r y..r IIIlth Ih.t r.11
announc.d by thl PA D.p.rt.ant of A.venue. Th. .ppllCable In'.r..t r.I.. for 191Z through 199' .r"
'!!!! In'.r..t ".t. D.lly In'.r..t Flctar !!!! Inllr..t A.I. O.lly Inl.r..t Fllctor
"n .n .oon... 1987 .. .000l0\1
IUS I" .OODOI 19".1"1 IIX .OOOUI
1984 II< .OODSOI I"l .. .0OOl'"
1915 '" .OODSS6 1995.1994 ,. .OOOI'Z
1.16 In .OOOlT4 I99S.I99, .. .OODZ'"
..Int.,..t It calcul.ted .. followll
INTEREST . BALANCE OF TAX UNPAIO X NUnBER OF OAYS OELINQUENT X OAILY INTEREST FACTOR
"Any Nollu I..",d .".,. thl ta. bec..... d.lInquent will r.flect In Inl.r..t calcul.tlon to flft.." liS. d.yS
b.yond thl d.l. a' the a......ent. If p.y.."t I. .Id. ,'t.r the Inl.r'.1 co~t.tlon d.t. .hown on thl
Nolin, addltlon.1 Intarllt ",.t b. calcul.t.d.
,
Rec:orr)p.cj ,--'I!:':" 01
RotJ/:t:: L Wills
'96 DIG 30 /\10 :33
CIerI;.'., ,,;ourl
Cumb!;;IrllU (;0" PA
i
I
,
.'
,/
,0 <;
,
{
,
r
;j
;1.
,I
.
/[) IS '/
COHHONW!ALTH OF P!NNSYLVANIA
D!PARTH!NT OF R!V!NU!
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*'
.".\tUII ", III.tll
12-23-96
JONES
12-18-95
21 95- 0971
CUH8ERLAND
201
AMaunt R..ltt.d
OPAL
S
BUREAU Of INOIVIOUAL TAMES
INHERllA~[ 'AX DIVISIDN
DEP1. 260611
HARJII$&URG, PA UU,"D601
ANN E RHOADS ESQ
CLECKNER & FEAREN
PO DOX 11847
HDG PA 17108
OAT!
!STAT! OF
OAT! OF DlATH
FIL! NUHB!R
COUNTY
ACN
HAK! CH!CK PAYABL! AND R!HIT PAYHENT TOI
PAVHENTS (TAX CREDITS).
PAYHENT
DATE
09-16-96
09-16-96
RECEIPT
NUHBER
AA146734
AA146733
DISCOUNT (+)
INTEREST (-)
.00
.00
REGISTER OF WILLS
CUHBERLAND CD COURT HOUSE
CARLISLE, PA 17013
HOTE. To in.ur. prop.r cr.dit to ~our ..count. lub.it the upp.r portion of thi. for. with ~our t.. p.y.ent.
CUT ALONG THIS LIN! ~ R!TAIN LOWER PORTION FOR YOUR RECORDS ~
iiiV:iliO-j-iX-"FP-n.2"=9i.T-----iiilii-iiiHERiTANci"'i'AX-sTATEiiEtif-oF-Aifcciiiiif""iiliii ---------------- - ----
!STATE OF JONES OPAL S FILE NO. 21 95-0971 ACN 201 DATE 12-23-96
THIS STATEnENT IS PROVIDED TO ADVISE Of THE CURREHT STATUS Of THE STATED ACN IH THE NAnED ESTATE. SHOWN BELOW
IS A SUHHARY Of THE PRINCIPAL TAM DUE. APPLICATION Df ALL PAYNENTS. THE CURRENT BALANCE. AND. If APPLICABLE.
A PROJECTED INTEREST fIGURE.
DATE OF LAST ASSESSHENT DR RECORD ADJUSTHENT. 12-16-96
PRINCIPAL TAX DUE.. 31.524.72
o
If'\
~
CO
:z;
, .
:::'
c~
:10..:
"
, :
'''''; "
0.,
f,) fl,
wer;
~
I
~
..., .
u
p;
, ~J
ejE
AHOUNT PAID
30.894.72
630.00
TOTAL TAX CREDIT
BALANC! OF TAX DU!
INT!~EST AND P!N.
TOTAL DU!
31.524.72
.00
.00
.00
w If PAID AfTER THIS DATE. SEE REVERSE
SIDE fOR CALCULATIDN Of ADDITIDNAL INTEREST.
I If TOTAL DUE IS LESS THAN .1.
NO PAYNENT IS REQUIRED.
If TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI,
YOU NAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORN fOR INSTRUCTIONS. )
PAMNTI
DetMlh the top portion of thll Ho"u Md .ut.1t Mlth your pay","t _.... paylabl. to the "... ~ .ddn..
prlntlMl on the rlv.r.. .I~.
11 RESIMMT DECEDEN' ...... check or ...,.., orlMr payllbla tal REGISTER OF WILLS, AGENT.
11 NOH-RESlDENr DECEDENT _.. eMek or ...,.., ar~r payllbl. tal CO""ONWEAlTH OF PENNSYLVANIA.
All PJlv-'lt. ncalvlld ~.ll be ...,IIM flr.t to an., Int.r..t which ..., be dull Mlth ."., r...I,.,. 8PPIIM to tM tall,
RUUND (CAli A nfund Df a till cradlt, which M" not r'quII.tad on the Tall Aaturn, ..y tM raqus.ted b., co..I,"ng an
-Appllc.tlon for Aafund Df Penn.ylv."la Inharltanc. ~ [.tat. rill- CR[V.1SIS). Application. .ra IVlllabla at
the O'flc. Df the Rag.,t,,. of Will., any of thl IS Rav~ DI.t,.lct of'lc.. Dr fru. the Depart-.nt'. "-hOur
an'Merlng ,.rvlc. ~r. for for.' orderlngl In Penn.ylv."l. 1-100-161-1050, out.lde P~.ylv."la
... ",lthln lacal Harrlourg a,... U11' 7I'-IOM, 'DO' In7J nl-un CUaa,.lng 1..lr... an"".
RtPLY 101
au....on. nga,.dlng .rro,.. cont.lnINI on this na"u ~Id be ~n..ed tOI PA Depart..,t 0' AavWlUe, lura.u
a' Individual TailS" ATTNI Pa.t A.....sent AavllN unit, Dept. 210601, H.rrl.burg, PA 17111-0601, ~
U11) 117-6505.
DtSCOUHT I
If any t.1l duI I. p.ld Mlthln thra. IS' c.llnda,. ~th. .,t.r the decedent'. da.th, I 'Iv. parc."t (5X, dl.count
D' thI till paid II .llOWld,
PENALTY I
The IS~ till eana.ty non-plrtlclpatlon penalty I. CQ8PUtlMl on tn. total 0' tn. tall end Intar.at .......... end nat
paid before J....r., II, 1't96, tM flnt d.., aftar tM end 0' the t'll _.ty period.
INTERn'l
Intar..t I, ch.rged b..IMlno with flnt d.y 0' delinquency, or nlntl (9) Rnth. and OMI (I) d.y fro. the dlt. 0'
da.th. to thl d.t. 0' pa.,..,t. "11" which bee... d.llnquent b.for. Janu.ry 1, 19.' bI.r Int.r..t .t thl t.t. 0'
,Ill 16X' percent pet .nnue CllculatlMl at I d.lly rats of ,000164. All tall" which bee... d.llnquent on end .ftar
J....ty I, 1.., will baar Intara.t at a rat. Mhlch Mill v.ry frol caland.,. Y"" to caland.,. y..r with th.t rata.
announced b., the PA DepartNnt of A.venue. ,he .ppllclbl. Int.,.a.t t.ta. fa" 1.., through 1997 .r"
V.a,. Int.r..t Aat. Dally In"ra.t factor V.a,. Int.ra.t Aat. Dally In"nd Factor
1911 'OX .OOOS"'. 1917 'X .00GlU
1.15 lOX .OOOUI 19..-1991 llie .00OSOI
I... IU .000501 ,.., 'X ,DDOZU
1915 UX .OOOS" 1995-1"" lX .000191
.... lOX .000214 1995-199' 'X .OOOZU
"Int.re.t I. calcul.tad e. follow..
INTEREST . BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
--Any MoUea I..ued aftar the tl. bac:o... dllIrMfUIht wlll rafhet an Intar..t calculation to flft"" 115) dau
bayond the d.t. of thl ......ltant.. 11 p.y.",t Ia .ade .fta,. the lntare.t coeputatlon dete .hown on the
NoUea, additional Int.r..t ."t be celcul.tad.
,S. 7')- 'I
BUREAU OF INOIVIOUAL TAXES
INHERlfANC[ tAX DIVISION
orp'_ lIDUI
UARAISIURG, "A I1UI'0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
1/
1110111'''''' 111-"1
ANN E RHOADS ESQ
CLECKNER 8 FEAREN
PO BOX 11847
HBG PA 17108
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-23-96
JONES
12-18-95
21 95-0971
CUMBERLAND
101
OPAL
S
Aftount H..itt.d
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE I To In'u~. prop.r credit to your account, .ub.it the upp.r portion of thll for. Nlth your t.M p.y.~t.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiEv:i6o;"ix-KFi'--iiz:96y--m-iiilii-iiliiā¬iiil'iiNi:if"TAx-si'ATEHifNT-OF-AC-cciuiiT--.-Iiii-------mm--------
ESTATE OF JONES OPAL S FILE NO.21 95-0971 ACN 101 DATE 12-23-96
TNIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW
IS A S~RV OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAV"ENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROjECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 12-16-96
PRINCIPAL TAX DUE, 105.682.13
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
03-13-96
03-13-96
09-16-96
RECEIPT
NUMBER
AA1l2610
AA1l2611
AA146733
DISCOUNT (+)
INTEREST (-)
442.11
4.406.74
.00
8.400.00
83.728.00
8.705.28
AMOUNT PAID
'0.f1
In
r:':I
c:'l
... ~:
~~
".
;
0\
I
,
LJ .'
t) . :.F
~(')
a: a:
~
r-
P'
.~;J
.;; l:
-:I
(,)(,)
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
105.682.13
.00
.00
.00
. IF PAID AFTER TNIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN .1,
NO PAV"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI.
YOU "AV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. )
PAYHENTI
DetltCh the tap port1an of thh Notice end .ue-It with YCNr plr...t allCM plrMlI. to tM n... land eddrl..
prJntld on t~ rlvlr.. .Ide.
If RUIDDfT DECEDENT .ak. chack or HnII)' ord.r p'rllbl. to, REGISTER OF WILLS, AGENT,
If HDH.RESlDEHT D(CEDENT .... check or aonev ord.r P'VMl.' tal CO""ONWEALTH OF PENNSYLVANIA,
AU p'VMnb r-eulvlld .hell bIi ...UIId flr.t to any Int.,...t which ..v b. dua with any ,....Ind.r applllld to tM hill'.
REFUND (CAI. A ,..ftnt of . t.. crNIt, which .... not requa.teel on thll T.ll' A.turn, ..)' b. r.qus.ted by cpaplat1ng Iln
"application for Rlf~ 0' Psnn.)'lvMI. InherltWIC. land [It." T.... (REV-nUl. Appllntlon. an aVlllebl..t
the Offlc. 0' thl R~I.t.r of Will., In)' 0' the ZS A.venus DI.trlct O"lcI' or fros thl Dap.rtaent'. Z'-hour
an.werlng ..rvlc. nuaber. for for.. ord.rln,. In Plnnlwlvlnl, 1.100-S6Z-Z050, outlld. P~')'lvanl,
and within local "-rrhbur, .,..a (717) 7I7-IOM, TDO' (711) 11Z.ZZSZ IHearlng I..alreel onh).
.REPLY TOI au.atlon. r~ardl", .rratl contained on this notlc. .hould bIi IIddr...ad tOI PA Dep.rt....t of R.v........, lur....
0' Indlvldu.. TaM", ATTN. Po.t A.....aent A.vlaw unit, Dept. 2a0601, H.rrl~rl, PA 17121-0601, phone
(7UI 717"6505.
DISCOlNTI
If any t.. dl.MI h p'ld within thr.. CSI nlendlr IIOnth. .ftar the dec~t.. d.ath, . flv. parc..,t (S:U discount
0' thl t.x paid II allowed.
PEHAL TV.
The 1.x t.. .-nIlty non.Plrtlclp.tlon pan.ltv I. c~tlld o~ thl total 0' thl tl. ~ Int.r..t ...I..IId, and not
paid before Januer)' 11, 1996. the first d.y afbr thl ~ of thl tall' una.tv parlod.
INTEREST.
Int.,...t II charlld baalnnlnt with fI,..t dl)' of dellnquencv, or nine 19) eonth. and ona 11) d.)' IrM thl deta 0'
d..th, to thl d.1I 0' PlYHl'lt. Tall.. which bM'" d.llnquent b.for. JW1Ulry I, .91l bait Intarllt at thl r.tl 0'
.Ik (6k) p.tcant p.t ~ cllculatld .t a dilly retl of .00016'. All tax.. which bee... d.llnquent on and .ftar
Jenuary If 19112 wlU b..r Inter..t It a rlt. which will VlrY frOll ullnd.r Yilt to calindar v..r with that r.t.
~ad b)' the PA Depart.ant 0' R.v~. Th. appllcabl. Int.r..t rat.. for 19'2 through 1997 at"
v..,. Int.,...t Rlt. Dal1)' Int.,...t FKtar
V..t
Inter..t R.ta
D.lh Inter..t Factor
19'2 2U .0005'" 1917 .. .0002n
.98S lOX .DD04S1 199-1991 m .0DDUl
I... II' .000501 1... .. .OD02n
1915 U. .000556 .995.1"" r.c .000192
1016 10. .DDOn. 1995-1997 .. .OUZO
--Inter..t I. calculated a. fol1ow"
INTEREST . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINqUENT X DAILY IIlTERElIT FAl:TOR
....Any Notice 1..uad .ftar thl tall bKOMII d.llnqu."t will reU.ct an Int.r..t calculation to flft.." (151 d.y.
beyond thl dati 0' the ......eent. I' p.y.ent I. lid. .ft.r thl Int.r..t coaputatlon data ~ on thl
Hotlc., additional Intar..t ....t b. cllculatad.
\
i...l
.1
..
r ~;
hi
I;' ,,~ ::J
Oc.;,
PURPOSE Of
NOJleEI
fa fulfill the r.qulr...nt, of S.ctlon 21'S Ib) of the Inh.rltanc. and [,t.t. f.. Act, Act 21 of 1995. e7' P.I,
S.ctlon ''1'5).
PA\'HEHI I
D.tach tha top portion of thl, Hotlc. end .ub.lt with your pay..nt to tha A.,I,t.r of Will. prlnt.d on th.
ra"ar,. .Id..
.. "aloe chid. or .onay ordar payabl. tal REGISTER OF MILLS, AGENT.
AEFUND (CRlr A r.fund of . ta. cradlt ..y b. r.qu..t.d by cORPI.tln, an "Appllc.tlon for A.fund of P.nn,ylvenl.
Inharltanc. and [.t.t. I.." (A[V-1515). Application. ar. avallabla .t the Dfflc. of th. A.,l,t.r of will.,
eny of th. 25 A.vanu. DI.trlct Dfflc.. or fro. th. D.part..nt'. 2~.hour en.w.rln, ..rvlc. nuab.r, for for.. ord.rln'l
In P."".yl"enla l-aOO-562-2050, out,ld. P.nn,vl".nla and within local lIarrhbur, ana 1111) 717.a09',
fOOl (717) 771-1252 11I..rlng I.p.lr.d Only).
DIJ[CfIONS, Any party In Int.r..t not ,.tl.fl.d with the ........nt of ta. a. .hown on thl. not Ie. .av obJact within
.I.ty 16D) d.y. of r.calpt of thl, Hotlc. bYI
.-wrltt.n pral..1 10 Ih. PA D.p.rl..nt of A.v.nu., loard of App.al., D.pt. la1021, Harrl.bur., PA 171'1-1011, OR
...I.cllng to hava Ihe "lIItt.r d.tar..ln.d .t audit of the parsonal r.pr...nt.U".. OR
--app..1 10 thl Orphan.' Court
AD"IH-
ISfAAIIVE
CDRAECIIDHSI ractu.1 .rrorl dl.cov.r.d on Ihl, ........nl should b. .ddr....d In writing tal PI. D.p.rt..nt of R.".~,
lur..u of Indlvldu.1 'a..., ATlHI Post A.......nt Ra"l.w Unit, O.pt. 210601, U.rrltburo, PA 17ll1-060I,
Phon. (717) 717-6505. S.. p..a 5 of Ih. baokl.1 "In.lructlon. for Inh.rlt.nc. 'a. R.turn for a R..ldent
O.c.denl" IREY-15DI) for an ..pl.n.llon of &dalnl.trall".lv corr.cllllbla .rror..
PENALfVI
fha 15~ t.. aan..ty non-p.rtlclp.llon p.nalty I. coaput.d on Iha total of tha t.. and Int.r..t .......d, and not
p.ld bafor. Janu.ry II, 1996, th. flr.t d.y aft.r tha .nd of th. t.. aana.ty p.rlod. fhl. non-partlclp.tlon
panalty I. app..labl. In the .... .~r and In th. the .... tl.. p.rlod a. vou would .pp..1 tha ta. and Int.r..t
that ha. blan .......d .. Indlc.t.d on thl. notlc..
INTEREST I
Addltlon.1 penn.vlvanla [It.t. f.. .......d a. a r..ult of a chang. on the fader. I [.tate la. clo.lnl
I.tt.r baco... d.llnquent at the a.plr.tlon of Dna III ..onth fro. the det. the fln.l natlca af tha Incr....
In rad.r.1 [.tat. fa. I. rac.I".d.
'.M" which b.ca.a d.llnquant b.for. Jsnuery I, 191Z ba.r Int.r..t at th. r.l. of .IM 16~) p.rcant par ~
calcul.t.d .t . d.llv r.ta af .00016'. All t.... which b.c..e d.llnquent on or eft.r Janu.rv I, 191Z Mill b..r
Int.r..t at . rate which will v.rv frD' c.landar y..r to c.land.r v..r wIth thet r.ta announc.d bv 'h. PA
Dap.rt.ant of A.vanua. 'h. .pplICabl. Inl.r..t r.t.. far 191Z through 1997 ar"
V..r Intar..t A.I. D'Uy Jnt.r..t raclor ~ Int.r..t A.I. D.lly Int.r..t F.ctor
1912 lOX .000548 1917 'X .0002'"
I9IS ..~ .aODUI 1911.1991 II~ .ooonl
191' II~ .000101 1992 'X .0001",
1915 IS~ .00OSS6 1991-19" IX .000191
19a6 lOX .00027' 1995-1991 OX .0001'"
"Jntar..t I. c.lcul.t.d .. folloMII
INTEREST . SALANCE or TAX UNPAID X NUNBER or DAYS OELINQUENT X DAILY INTEnEST rACTDR
"Anv Notlca l..ued aft.r the t.. b.co... d.llnqu.nt Mill raftact an Int.r..t calculation 10 flft..., 115) d.ys
b.yond thl d.t. of tha .......ant. If p.v.ant I, .ada aftar the Intar..1 co.pulatlon data .ho"" on tha
Notlca, addltlon.l Intar..t .u.t b. calculalad,
.
\
JRDlJune 30, 1992117858
ImGISTER OF WII.I^';
ClIlIlberlnnd COllnly Court hOlls,'
One COllrlhollse SCluurc
Cnrllsle, PA 17013
NOTICE PURSUANT TO IWJ.Ji 6.12
PENNSYLVANIA SUPREME COURT OJU'IIANS' COURT RULES
To: Personal Representative
Counsel: .\NN Illlu.,v::;. j:;::;U..
RE: Eslate of OPAt. S. JONI::S
C,\M P In 1.1. BOIIOUGH
EslDte No.: 2) .1995.971
Dale of Decedent 5 Death:
, Dcceased, l..lIte of
12.18.95
\
Pursuant to Rule 6.12, the above named personal representative or the above named allorney, 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 SI:ltUS neport as required by Rule 6.12, in
substantially the prescribed form, showing the date by which Ihe personal representative. or attorney, as
applicable, reasonably believes administration will be complctctl. 111e purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the negister 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 detennlne whelher sanctions should be imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, If any.
Accordingly, If the requisite Status Report Is not filed by 2 . 11. 9 8 , 19_, you are hereby
advised that a request will be submitted to the Court in accordance with Rule 6.12.
Date: 1.27.98 '....rt I ~.l'.. ~Wt1l..~ 11Wl(hU[[dJply--
DejlUt ne iSler of Willi' ~
Distribution to Estate rile