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Home My WebLink About96-00080 ,\., fl,' , .' :,.,- $')' .,., ( , .''', , .. '1 .'. .' .: ~,..t.. '.:{". ,. ",.' ~. "~. ,i. .~..." " , ,.." ",:: ."':!. " " ;....... , '.' , , " .. .'.' '\,! " ',' < " .';> ' ','" . , , "~~.~'.(~.'. ",'- " t, " , -'l"""'.' .,..... ',J' ';'\'<. '.," ....<..- ~ '.;. ;,: ",., .1.:, ,\'., ;.1. .( ( .- , ;. , '. , .',' ,"..'!' " '...' , '.'.1'.'. ~ ; . '.,J-.. ., ".' 'I' .;,' "," " :., ,.',. , .:,t, 'J'", -.'.:, " . , ~. " "l'.,::' , .,', ":-' :' ~ ../'. :;,: "; ~ " . ,",',,:._\:" ,J : . :... f: .~.'. _ '. ~.. ' " " ~ ,','. ',> '.1,'; ',,, ':.' .,,' .:.\,:. '-:!""" e' i' ~: '., .., 'i,J " ,.,' , . ~ .' , ",,: ",' "J. ,,' " " ,:_/.~-" " '~ ; . ~L ,'c., " " ',,;'p. J:' "'.: -,,,,.;'.,;:, ,:' .',' '. i '," ,'. , " , -;,; ~ " ',.,.... ,~... " ",,"- f..-t.:," ''..'-' ,- .~ " '.i.... ,~''. . , i ~ .' :.. " :.~ )~ ',', ,,.. ,; .' \.' I"'!., ':~;",:.. , ...y,; , ,,: " ," ,.:. " '.~ ;, ,;,' :'.' ,,, ., .>'~. . :-~ .,,' ,'..... ',\' . / .: ,":, ,~. ':' "~: .~:": '.; ; ~ :.' ';';; ~ J:.; 'i' '- {")' ,\ , .J ,,' '", ,', ',', 'v . .,,', ,~'~ ~ .,., ,.: 't':- ;/. .. .):..;...., , I~," ,.,: " . .<~~+;,:~ .',,' "c. " " ': PETITION FOR PROBATE and GRANT OF LETTERS O?/- qifJ -1?D No, To: EsIQft of rhJllrl nR Ri ,..1rnr RJlAhnrn also known as rhap' ~II 11 nJlahnrn Regislcr of Wills for Ihe D~ceased, CounlY of Cumberland in the Social Se,'urity No, 207-07-4177 Commonweahh of Pcnnsylvania The pelilion of Ihc undcrsigncd rcspcclfully rcprcsCllls Ihal: Your petilioncr(s). wh.,arc 18 ycars of agc or oldcr anlhe cxecutrlxnn in Ihe lasl will of Ihc above decedent. datcd -!Iovamhnr ?9 and codicil(s) daled . named , 19.95-- 1'101It' 'clc~\3nt drl:mmrancc\. C.I!!. rCllundalion, dcalh of C\I:\:ulor. CIC.) Deccndcnt was domicilcd al dcalh in Cumberland h I ~ laSI family or pril\cirtL{csidencc at 208 Hearth ~d. ?Oll J tu't'( I ( Twr (11\1 \fretl. number and nmnclpalllY) Conney. Pennsylvania, with CamD n11l. PonnoYlvania Occendene.lhcn R1 years of agc, died n..""mlvor 17 . 19 95 at-lloJ.y SpirIt n08J:ih1 , Excepl as follows. dcce cnl did not marry. was not ~Ivorccd and dId not have a child born or adopted after excculion of the will offcrcd for probatc; was not the viClim of a killing and was never adjudicated incornpctcne: Oeccndene at death owned property with estimated valucs as follows: (If domiciled in Pa,) All personal propcrty (If not domicilcd in Pa.) Personal property in Pennsylvania (If nO! domicilcd in Pa,) Personal propcrty in Coune)' Valuc of real CSlalC in Pcnnsylvania silualed as follows: S 189.862.00 S S S WHEREFORE. pelilioncr(s) respcclfully rcques\ls) the probate of the last will and codicil(s) prcscnlcd hcrcwilh and thc grane of ICllcrs Testamentary j t1C\lamCnl3r~'; admmhlrJIIOn ~.1.3.; i1dminisuation d.b.n.c.l.a.) thcron, . '. ~ - ;J.L...I!..-.... 'If ,;:3 ~'"'- ~ ~ Jelen L. Bashor ..,: .....,..., . ^. c= ": CL..-ot (j-'-'~"/~II 7:: ~~ ;;. -r OATH OF PERSONAL REPRESENTATIVE COMMONWEAI.TH OF l'ENNSY1.V ANIA .~.. COUl'iTY OF CUMBERLAND J ::;::; Sworn In or affirmcd and subscribed ~ ~~&..,-- r;' befnrc mc Ihi, 23RD d.\\ of ~AtW.AB1.4- . .. 19 96 fLy.a..~c,lX~t..I,U1..{1 fl-'- ~-jl1m ~'1' , f MARY C. LEWIS R"Ris,,,, 15-:::;/-'" Thc PClilioncrl') aho\c-namcd \Wcarl') or affirml') Iballhc slalCmCl1lS in Ihc forcgoing petition are truc 'OHJ ,urrccl IOlhe hc,lof Ihc ~nulVlcdgc and bclief of pClilioncr(s) and Ihat as personal represen- talivc'" of Ihc aho\c dcccdcl1l pClilioncr(s) will wcll and truly adminisrer Ihc cstalc according to law, , ) I LJ,~j1, '" ;0' " l:l ~ " ~ ~ This is '" (Crlily II"" ,hc inlmlll,lIion hl'rl' gi,,'n IS "lrrnlly '01';".1 Irolll.1ll origin,,1 n'r"li("," III dl'.lIh duly lilc.l with llIe.IS IAl",1 Rl'gim"r, Thc miginal ,crliliGIIC willi", Imwardl'd '" 1111' SUlC Vi",II\.',,'"'' (III iI<' Illr I'ellll.,nelll liling, WARNING: Ills lIIogallo duplicato this copy by photostat or photograph. Nil, /J {J1/- {.?)!~.1 /.( kl,':1i!dc:Z7,1'L ,__ ,_" '''''__'''''_"w-,~/ I.Ot.lIlt(.'~istrJr 0 I'cc 1m this (clIili(,"l". S2,(XI DEe 1 8 1996 3283686 -- --,- --- ----..- --------..- -_..- 1l,IIC \ \ \ , I' 1U"".1II7 COMMONWEALTH Of PENHSYIlIAHIA' DEPARTMENT Of HEALTH' VITAL RECORDS CERTIFICATE OF DEATH I, 01 'M..... u.a Char lea Eicker Bashore ...- '" I, make IW".'~ """''1C'''''''....~. I, 20/ _ 0/ - 4177 - -" JuiY'25';'" 1914 --.... ""... """0l'~Ccuwrl1 I'\JICIDlClRHIC>cJI.....------..-- ..ovo............. .......~ [~O 81 '" E. pennaboro Twp. t.- MClOl UOUCRION ......."....wus.......... --- -- married white ---- .....,..-'....... ~..........., ~'. Helen Louise Adams Cumberland .. - -.. .......,.., ,,,DO=a:::.. ..c"tC....,..,....'nlWoUI.~5ur".,... , Elizabeth Eicker ...,QfVrIWI . WMJIIQ AQClM"'~" 5145 K lock Road, Mechanicsbur , Ph 17055 .~.. c.....-y ..... ,,..0.................. Pennsvlvania "" ..... ..... FD 013 340 L -- P.O. Fairview Twp., Ph 17070 , , BoX 431 New Cumberland PA 17070 utl"IIHUUU." UlIIQHlD ~...... "'........ ... 1995 .-- Ht. Olivet Cenetery ..'" ....~ ... nMltJlO DlCALI ...0 ..~ II ......-................................ 0......................... .......c.-. l-'......-..."" - ..,.,...,...IlMIt....... I::::=- \-...- """Till 0Nr~-""".""", 1lIlI-.................................."""l Qul1DID'lQA kk-P r OUI'IOILI''' o..cHCtOl DullOlOI'AlACOOI on- , - ,....... --....... lTlOHorc.w1l "'........ II&AHHIl"lOf'DtR.. OMIOIlHA.If'T ~o.,-I '....OIMIUfI'f lfUURyRWOMl OlICNlltO'flM.llJlffCJCQ.lflMD ...0..911 ...0 ..0 ... ... cun.....lCNdI..,.... .cun.,....'"'....~~-"'Oc_rl..........w.......IWI_"'~......tnol~..../JI .............,~..................""""'......--......... ,. ,-., ,...",.. ". ............ ..... ........,.......,. - CNf __ IM....--. o o O a ~C1'Itl,IUfII'.N- .............IMWJIlIU ~...~'.l ... _ 0....0 -. -- ~ o -.. -- .. '1IlIDlCALI,..--tana -. . Oft_ ..........................."'.IIlNI. '" ""........M......""".. ....""".1II.1.. 1M ............. ..1M.....wt.11IIllI ....--.......................................................................................................... ,t!-t r^,/,I I iii' Ell 1.)]........ o ~ (11'(1- JIIWoII AHOADONPOII"MOMWHOCOW\.TlOCAUII Ol..z.. ~/1J'JI*or''"'P~-rIt....1'. c;.t"INe.,...[) o l(U- '" l.,rtr J~ d. ' ~ ell .'..101..........,_1 'r ~ a lAHOCIIIl~'"'IGAM~IIIltd'P--""'~.....INf~.._....... ............................"moI"........... .,............ ......~.. .....-........ . ....................... M /' 1'';1 .-- PEPPER, HAMILTON & SCHEETZ ^rroRN~YS ^T u.w WASHINGTON.O.C, DETROIT. MICHIGAN NEW YORK, NEW YORK PITTSBURGH. PENNSYLVANIA HARRISBURG. PENNSYLVANIA 3000 TWO LOGAN SOUARE EIGHTEENTH AND ARCH STREETS PHILADELPHIA. PENNSYLVANIA IQI03-2789 (2IS) IIBI-4000 rAX:(ZI8) 1181-4780' TWX:(710) 870-0777 WILMINGTON. DELAWARE BERWYN. PENNSYLVANIA CHERRY HILL. NEW JERSEY LONOON, ENGLAND MOSCOW, RUSSIA WRITER'll DIRECT NUMBER (215) 981-4695 March 17, 1997 CERTIFIED MAIL RETURN RECEIPT REQUESTED g~ 3-::- ~ :o~ ,~ n ,,'J n . ,', -~ . ~ " - \0 ;a w."(', ;::'c:, - (I. .. 0 - -. O'l Register of Wills. Agent Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 .. Re: Estate of Charles E. Bashore, Deceased File No. 21.96.00080 :oc ...~ Dear Sir or Madam: Please be advised that this finn represents Helen L. Bashore and Pamela B. Gagn6, Executrices of the Estate of Charles E. Bashore. Mr. Bashore died on December 17. 1995. Enclosed herewith for filing is the Pennsylvania Inheritance Tax Return (in duplicate) together with the supporting documents. An extension of time was granted until March 17. 1997. The return shows a refund due of $1 0, 120.00. Please acknowledge receipt of the above by time-stamping the enclosed face page of the inheritance tax return and returning it to me in the enclosed envelope. Sincerely. ) (I) r ~~~ W. Roderick Gag~ Ibdw Enclosures PHLEOAL: 11210664 vt (4SJSOII.WPD) , . " -.........' . HILL I, CHARLES E. BASHORE, of Lower Allen Township, Commonwealth of Pennsylvania, revoke all my prior wills and codicils and declare this to be my will. FIRST: Last EXDenses. I direct the payment from my estate of the expenses of my funeral (regardless of amount) including the travel expenses incurred by any of my issue in attending my funeral and my last illness. SECOND: Tanaible Articles. A. I expect to leave a memorandum expressing my wishes with respect to the distribution of certain articles of my tangible personal property. Although I ask the beneficiaries of this Article and my executor to be guided by the memorandum, it shall not be probated as part of my will or be legally binding, whether signed or not. subject to the distributions pursuant to the aforementioned memorandum, I give all of my articles of personal and household use and ornament, except for any of my jewelry, but including, but not limited to, clothing, furniture and furnishings, automobiles, boats, airplanes and all other similar tangible property, together with all insurance thereon, except for my jewelry to my wife, if she survives me. I bequeath all of my jewelry to my son, Larry D. Bashore, if he survives. If my son does not survive me, I l~ave such jewelry to my grandson, Samuel Bashore, if he survives me, and if not, to the children of my daughter, Pamela B. Gagn~, who survive me, to be divided as they !..., " ~.1 may agree or, in the absence of agreement or if one or more of my daughter's children is a minor, as my executors, in their sole discretion, may deem fair. If my wife does not survive me, I leave any vehicles I may own at my death to my son Larry D. Bashore, if he survives me; and, if not, to his issue, who survive me, to be divided as they may agree or, in the absence of agreement, as my executors, in their sole discretion, may deem fair. If my wife does not survive me, I bequeath all such property and insurance, except for the property beqeathed to my son as set forth hereinbefore, to my daughter, PAMELA B. GAGNE, if she survives me, and if not, to her issue, who survive me, to be divided as they may agree or, in the absence of agreement of if one or more of my daughter's issue is a minor, as my executors, in their sole discretion, may deem fair; provided, however, that if any issue of my daughter predecease me leaving issue surviving me, I direct that such surviving issue, ~ stirces, shall share in the distribution of my said tangible personal property to the same extent as would have such deceased parent if he or she had survived. In the absence of all of the foregoing beneficiaries surviving me, I bequeath all such property passing under this Article Second to my son, Larry D. Bashore, if he is then living, and, if he is not then living, to his issue, ~ stirces. I direct the payment from my residuary estate of all storage, packing and transportation costs, insurance, customs duties of any country and use taxes charged by any jurisdiction as well as all other charges incident to the 2 .. " \Pt<<.A2\IClI!l.' I preservation and distribution of any or all of my articles of tanqible personal property to any beneficiaries receivinq the same. B. The bequests made under Article Second A above shall not include: (1) any and all property used by me in any business operated as a sole proprietorship (other than any office equipment and supplies and non-commercial motor vehicles); (2) cash on hand or on deposit in any bank or bank vault; (3) bearer securities; (4) any type of debt; and (5) any life, health or accident insurance. c. Irrespective of any other provision of this will, any article to which a minor may thus become entitled under this Article SECOND shall, as shall seem appropriate to my executors, trustees, custodian, and quardian (anyone of whom or collectively shall be sometimes referred to as "Fiduciary" or "Fiduciaries") and in full discharqe of their responsibility, 1. be delivered before or at majority to him upon his own receipt; 2. be delivered durinq minority to his quardian or to the person with whom he resides; or 3. be sold and the proceeds added to the share of my residuary estate held for him. THIRD: Residue. I devise and bequeath all the rest of my estate, real and personal, excludinq any property over which I may have a power of appointment, to W. RODERICK GAGNE, CHARLES E. BASHORE and PAMELA B. GAGNE and their successors, as Trustees under 3 ,t 'I ~..', the Revocable Trust Agreement signed by me prior to the execution of this will, to be added to and become a part of the principal of the trusts created thereby and to be held, administered and distributed pursuant to the terms thereof. FOURTH: Guardian of Prooertv. I name my daughter, PAMELA B. GAGNE, if she survives me, as testamentary guardian of any property, including but not limited to insurance, which passes to a minor either by a provision of this will or otherwise and with respect to which I am authorized by law to appoint a guardian and have not otherwise specifically done so nor named a trustee or custodian. The guardian shall have the power to apply so much of the income and of the principal as he may consider desirable for the minor's education, health and maintenance. If she shall not survive me or fail to qualify or cease to act, I name W. RODERICK GAGNE as guardian, or if he is unwilling or unable to serve as Guardian, I name LARRY D. BASHORE, as guardian. Any other provision to the contrary notwithstanding, principal payable to any minor may, in the sole discretion of the Fiduciary, be paid to the person named as the testamentary guardian to hold such property on behalf of the minor as custodian under the Pennsylvania Uniform Transfers to Minors Act. FIFTH: Youth or Disabled Beneficiarv Trust. principal or income payable to any beneficiary who is mentally or physically disabled (as hereinafter defined) (hereinafter called a "Disabled Beneficiary"), or who has not attained the age of twenty-one (21) 4 -. ~-' years (hereinafter called a "Youth"), shall be retained by my Trustee in a separate trust which shall be distributable as set forth herein. My Trustee may from time to time distribute as much of the principal and net income from the trust as they consider desirable for the Youth's or Disabled Beneficiary's education, health and maintenance, which sums shall be paid to such Youth's or Disabled Beneficiary's parent or guardian, to the person with whom he resides or to him if permitted by law, or shall be applied directly for such purposes. Any income not so paid or applied shall be accumulated. The unexpended principal and income shall be paid to such Youth or Disabled Beneficiary upon his attaining the age of twenty-one (21) years or when his disability ceases, or, upon his death prior thereto, directly to those persons related by blood or adoption to me who would be entitled to his estate under, and in the proportions among such persons provided by, the now existing intestate law of the Commonwealth of Pennsylvania if it were effective upon his death and if the persons so related to me were the only persons so entitled; provided, however, that any such principal and income payable to any person for whom at that time my Trustees are holding a part of my estate in trust shall be added to that trust for administration and distribution. For purposes of this Article FIFTH, the term "disability" shall mean inability to manage and conduct one's own personal or business affairs by reason of age, physical or mental illness (including, but not limited to, drug or alcohol abuse), infirmity, or any other direct cause, or a 5 '. ~_I substantial impairment of one's ability to care for his own property. Disability shall be conclusively established by a written certificate by two licensed, disinterested physicians, one of whom shall be the Disabled Beneficiary's regular attending physician, if any, and the other (or both if there shall be no regular attending physician) selected by my Trustees. In the event the two physicians disagree, then a third physician shall be selected by my Trustees, and the majority's decision shall be treated as conclusive. SIXTH: Taxes. A. I direct that all estate, inheritance, succession, legacy, transfer and other death taxes or duties (by whatever named called), including any and all interest and penalties thereon, imposed under the laws of any jurisdiction by reason of my death, upon or with respect to any and all property which is required to be included. in my gross estate for the purpose of such taxes, whether such property passes under or outside of this will (except any taxes described in Article SIXTH B below, and any interest and penalties associated with said taxes) shall be paid by my Fiduciaries out of the residue of my estate in the same manner as expenses of administration and shall not be prorated or apportioned among or charged against the respective devisees, legatees, beneficiaries, transferees, or other recipients of any such property or charged against any property passing or which may have passed to any of them, and my executor shall not be entitled to 6 ...~.__""__.,',,,"'"*"f\;"""..c." " ~...11 . . reimbursement for any portion of all,! ~U~.. ~..x from any such person. B. The foregoing provisions of Article SIXTH A. shall not apply to: (i) the amount, if any, by which said taxes, interest and penalties thereon shall be increased ac; '1 r(>!'i\ it of the inclusion in my gross estate of property in which I may have a qualifying income interest for life, under Code Section 2044 or corresponding provisions of state law, or over which I may have a general power of appointment under Code Section 2041 or corresponding provisions of state law and any taxes, interest and penalties on said incremental amount shall either be paid from said property directly or shall be recovered by my executor from the person holding or receiving said property as provided in Code Sections 2207A or 2207; (ii) the additional estate taxes imposed by Code Section 2032A(c) (or corresponding provisions of federal or state law applicable to my estate and imposing said taxes), and any and all interest and penalties on said Code Section 2032A(c) and comparable state taxes; (iii) any generation-skipping transfer tax imposed under Chapter 13 (and any similar state tax), which tax and any interest and penalty associated with said tax shall be paid from the property constituting the generation-skipping transfer; (iv) any supplemental estate tax attributable to excess retirement accumulations of qualified plan benefits included in my estate under Code Section 4980A, which tax and any interest and penalty associated with said tax shall be apportioned pro-rata against and paid by the person or persons who receive such property; (v) the [ l I , 7 " " , ~,I amount, if any, by which said taxes, interest and penalties shall be increased (after any adjustments under Code Section 2701(e) (6) are taken into account) as a result of an increase in the value of my adjusted taxable gifts or taxable estate under Code section 2701(d)(1) and (2), or any other special valuation rule contained in Code Sections 2701-2704, any provision replacing said section or corresponding provisions of state law, and any such taxes, interest and penalties attributable to the amount of the increase shall either be paid from the interest in the partnership, corporation or trust to which it applies directly or shall be recovered by my executor from the person or persons holding or receiving such property; (vi) the amount, if any, by which said taxes, interest and penalties shall be increased as a result of the inclusion in my gross estate of property held in any irrevocable trust created by me at any time; and (vii) such portion or portions of said taxes, interest and penalties which are required to be paid or are advanced to my executor by the trustee of the trust described elsewhere in this will. C. My Fiduciaries are authorized to reduce to zero if necessary, the amount to be distributed to any person under this will by, or instruct the trustee of my Revocable Trust referred to in Article THIRD above to distribute to my Fiduciaries an amount equal to any taxes, interest and penalty said person is responsible for under this Article SIXTH if the property resulting in said additional tax does not bear said tax or if said tax is not paid by B , 1I'IlW'f-I-' '. " or reimbursed to my Fiduciaries by the recipient of said property so that my Fiduciaries must pay said tax from my estate. If my estate is insufficient to satisfy all such taxes, I have directed the trustees of my said Revocable Trust, to make available to my Fiduciaries sufficient assets from said Revocable Trust with which to pay such taxes in full. D. However, if at the time of my death I own any United states bonds redeemable to pay the United states estate tax at par plus accrued interest, I direct my Fiduciaries to redeem said bonds to the fullest extent possible and to use said bonds ahead of any other assets held in my probate estate to pay said tax, as well as any interest and penalties thereon. To the extent that the trustee of my Revocable Trust does not distribute to my Fiduciaries any such bonds for my Fiduciaries to use in paying said tax, my Fiduciaries shall pay said tax only after first ascertaining from said trustee the amount of said tax and any interest and penalties thereon which said trustee can pay by redemption of said bonds held in my Revocable Trust; and thereafter, when my Fiduciaries have received said information, my Fiduciaries shall redeem all said bonds held in my probate estate up to the full amount of any remaining portion of said tax, interest and penalties thereon not payable by redemption of said bonds held by said trustee. If said trustee holds no such bonds or has distributed all such bonds to my Fiduciaries, my Fiduciaries shall redeem said bonds as directed in this Article SIXTH. 9 '. '. 4, 1f'HloVtIIIO. , SEVENTH: Powers. In addition to all other powers granted to them by law, my Fiduciaries shall have the fOllowing powers to exercise without court approval: A. To retain and hold any property or individual interests therein (including stock and interests in common trust funds of any corporate Fiduciary or of an affiliate or sUbsidiary of such fiduciary or of a holding company controlling such Fiduciary) without being confined to legal investments and without regard for the principle of diversification; B. To continue to hold, for as long as my Fiduciaries deem it best, any investments received from me even though the same may be hazardous or doubtful or constitute an unduly large portion of my estate; and at all times and from time to time to vary investments, whether existing at my death or made thereafter; C. To invest or reinvest my estate in any property or undivided interest therein, wherever located, including but not limited to bonds, notes, minerals and other natural resources, stocks of corporations (including stock and interests in common trust funds of any corporate Fiduciary or of an affiliate or subsidiary of such fiduciary or of a holding company controlling such Fiduciary), personal property, real estate, or any interest therein, and interests in trusts including common trust funds, mutual funds, general and limited partnerships and other property of whatsoever character, located in the United states or abroad without being limited by any statute or rule of law concerning 10 " " " ~_t investments by trustees or executors; without obligation to diversify the same and without liability for any decline in value thereof; D. To grant options to purchase or acquire any such property or sell any property held hereunder and to determine the prices and terms of such sales, exchanges and options; and to execute such deeds and other instruments and to do such other acts as may be necessary or proper to vest a good and valid title, absolutely and in fee simple in the purchaser or purchasers thereof; E. To subdivide, hold, manage, develop and operate all real property and tear down or alter improvements, to release, vacate, abandon and seek zoning changes to any such property and repair, add to and replace any and all property, whether real or personal; to grant easements, give consents and make contracts relating to real estate and personal property or their uses, and to release or dedicate any interest in real estate; F. To take any action with respect to conserving or realizing upon the value of any estate or trust property; and with respect to foreclosures, reorganizations or other changes affecting the estate or trust property, to collect, pay, contest, compromise, or abandon demands of or against trust assets, wherever situated; and to execute contracts, notes, conveyances and other instruments, including instruments containing covenants and warranties binding upon and creating a charge against estate or trust assets, and 11 '. ., ~-'I containing provisions excluding personal liability; G. To employ servants, agents, accountants, attorneys, auditors, brokers, investment counsel, custodians, depositaries, consultants, other professional advisors, and proxies, with or without discretionary powers; to assist or perform any undertakings or actions authorized in this will, charging expenses against income and principal as my Fiduciaries shall determine; H. To appoint a proxy or proxies, with or without power of substitution, to vote shares of a corporation or association as directed or in such manner as such proxy or proxies shall deem best; I. To enter into any transaction authorized by this Article SEVENTH with the trustee or legal representative of any other trust or estate in which a primary beneficiary or the remaindermen hereunder has any beneficial interest, even though any such trustees or legal representative is also the trustee hereunder; J. To determine the date as of which my gross estate shall be valued for the purpose of determining the federal estate tax payable by reason of my death; K. To agree to the present payment of death taxes on any future interest created by this will or in any inter vivos trust into which this will pours (including a future interest subject to a power of appointment), notwithstanding that but for such agreement for the present payment of said taxes said taxes 12 " ., ~-' would not have been imposed until a future time or would have been imposed on the estate of the donee of the power of appointment to which such interest is subject~ L. To receive any property, real or personal, to be added to and commingled with my estate or any testamentary trust created under this instrument from my spouse or me or from any revocable trust created by me (and if my Fiduciaries consent in writing, from any other person) by lifetime or testamentary transfer or otherwise~ provided, however, that my Fiduciaries, in their sole discretion, may require, as a prerequisite to accepting property, that the donating party provide evidence satisfactory and warrant to my Fiduciaries that: (a) the property is not contaminated by any hazardous or toxic materials or substances~ and (b) the property is not being used and has never been used for any activities directly or indirectly involving the generation, use, treatment, storage,' disposal, release, or discharge of any hazardous or toxic materials or substances~ M. To use and expend the income and principal of my estate and any testamentary trust created hereunder to: (1) Conduct environmental investigations of any property in my estate or such trust, including but not limited to environmental assessments , audits , site monitoring, laboratory analyses, testing, title histories, serial photographs, pUblic and private records reviews, and any related inquiries arising out of or in any way related to liability or claims under federal, state, 13 ., ., """""".' local or foreign environmental statutes, regUlations, ordinances, requirements, demands of government authorities or policies or under common law ("environmental laws") to determine compliance with any environmental law or regulation thereunder, and to impact and review, or require the inspection and review periodically of any and all property held in my estate or in any trust created under my will for the purpose of determining compliance with any law, rule or regulation affecting such property, with all expenses of such inspection, review and monitoring to be paid from the income or principal of the trust or my estate; (2) Take all remedial action to contain, cleanup or remove any actual or threatened environmental hazard, including a spill, release, discharge or contamination, and conduct site restoration work on the trust property and notify the appropriate federal, state or local authorities either on its own accord or in response to an actual or threatened violation of any environmental law or regulation thereunder; (3) Institute legal proceedings, claims and demands concerning environmental hazards, contamination or condition of the trust property, or contest, pay, compromise, or settle or comply with legal proceedings, claims, demands, orders, penalties, fines and damages brought by any federal, state, local, or foreign government authorities concerned with environmental compliance, or by a private litigant; and (4) Comply with any local, state or federal agency 14 . ~.' or court order directing an assessment, abatement or cleanup of any environmental hazards. N. To borrow or lend money to or from any person (including my Fiduciaries or a trustee of a trust created by me or my spouse), mortgaging real property and pledging personal property as security in such amounts and upon such terms and conditions as my Fiduciaries deem proper; O. To lease real property without restriction as to time and to repair, alter, improve, exchange or give options with respect to real property; P. To sell, transfer, conveyor otherwise dispose of any real and personal property at public or private sale for cash and/or credit; Q. To carry investments in bearer form or in the name of a nominee; R. To distribute hereunder in cash or in kind, or partly in each; s. To compromise and settle claims including those arising by reason of my death; T. To exercise any election or privilege given the Fiduciary by the federal or state tax laws or any other laws, including, without limiting the foregoing, joinder with my wife in filing income tax returns, consent on gift tax returns to have any gift made by her considered as made in part by me for gift tax purposes, payment of any portion of income or gift tax due under 15 t..e.. . ': '" . ~..;..~,_~",~-"~,.._~,,,~...~,:l.'!-\,;-""~i;r:;~ " " . ~-' such returns, election of the alternate valuation for federal estate tax purposes, election of the marital deduction or for a trust to qualify for the marital deduction, allocation of generation-skipping transfer tax exemptions, and election to claim deductions for death tax or for income tax purposes; and to make or not make equitable adjustment for the exercise or non-exercise of any such election or privilege; U. To apply principal and income directly for the benefit of any beneficiary entitled thereto by direction of or exercise of discretion under this will who, in the opinion of the Fiduciary, may be incapable of properly disbursing the same; V. To compromise and pay death taxes on all interests, present and future; W. To buy investments at a premium or discount; x. To determine whether allY receipt or disbursement shall be allocated to principal or income, or partly to each; Y. To join in any corporate action, reorganization or voting trust plan, to deposit securities under agreements and pay assessments, to subscribe for stock and bond privileges, to give proxies, to grant, obtain or exercise options, and generally to exercise all rights of security holders; z. To combine or to divide into separate trusts any or all of the trusts created herein; AA. To disclaim all or any part of any interest in any property which I may have or to which I or my estate may be or 16 ~ '. . . . . . , ~_\ . become entitled; BB. To abandon or transfer for no or nominal consideration any property which my Fiduciaries may consider, in their sole discretion, to have little or no value or to have potential liabilities that are likely to exceed its value; CC. Because it is my intention that my Fiduciaries shall have the broadest powers in dealing with any business interest that may form a part of my estate the Fiduciaries are permitted: 1. To disregard the principle of investment diversification and to retain any part or all of such interest as long as he considers it advisable to do so; 2. To sell any part or all of the Fiduciaries' interest in any business at such time or times, to such persons, for such prices upon such terms as the Fiduciaries may deem advisable; 3. To do anything that the Fiduciaries may deem advisable with respect to the operation, incorporation or liquidation of any business, or any change in the purpose, nature or structure of any business; 4. To delegate authority to any director, manager, partner or employee, and to pay from the income of any business adequate compensation to any such person even though he may also be a Fiduciary, or may be employed by a Fiduciary; 5. To make additional investments in any business which is held by my Fiduciaries in their capacity as a Fiduciary 17 " '. ~.J under my will or any trust created by me; 6. To lend money, guarantee debt or otherwise invest, on a secured or unsecured basis, in any company or entity in which I own any interest or in which a trust of which I am a beneficiary owned any interest; and 7. In general, to deal with any business interest with the same freedom of action that I would have if I were living and were the absolute owner thereof; DO. To amend any trust created hereunder to carry out my intentions and to otherwise make any amendments necessary to carry out my intentions, which intentions, generally, are to reduce taxes in any property passing to my issue to the extent possible, without the need to seek court approval, unless it entails changing a beneficiary and the beneficiaries do not concur to the change in writing; EE. To guaranty any loans made by any beneficiary or any business in which I or any such beneficiary has an equity interest pledging assets of my estate as security, as my Fiduciaries shall determine; FF. To construe and interpret any ambiguous language contained in this will; and any determination made by my Fiduciaries in good faith shall be final, binding and conclusive on all parties; provided, however, that no such construction, interpretation or determination shall be so made as to deprive my estate, any beneficiary hereunder or the estate of any beneficiary 18 . '. '. ~.' hereunder of any deduction, exclusion or other tax benefit to which he would otherwise be entitled; GG. To elect to qualify part or all of my Revocable Trust identified in Article THIRD for the federal estate tax marital deduction, to follow the direction of the trustee of said trust as to whether and to what extent to make said election; and I hereby exculpate and exonerate my said Fiduciaries from any and all liability for following the direction of my said trustee in making said election; and RH. To elect under Code section 2652(a) (3) to treat me as the transferor of any property which the election to treat said property as qualified terminable interest property was made by my Fiduciaries pursuant to Code Section 2056(b) (7); and my Fiduciaries are hereby authorized in their sole discretion and without court approval, to allocate any portion or all of my exemption from generation-skipping transfer tax available to my estate pursuant to Code section 2631(a), or any similar exemption, exclusion or other benefit allowable under the law in force when I die, to any property as to which I am the transferor within the meaning of Code Section 2652 (a), including any property transferred during my lifetime, to elect out of any deemed allocation or revoke any prior election out, in whatever manner my Fiduciaries may determine to be appropriate. Except as otherwise provided, no adjustment shall be made between principal and income or in the relative interests of the beneficiaries to compensate for any such election or 19 . '. '. ~_I allocation. EIGHTH: Administration and InterDretation. A. The interests of the beneficiaries in income and principal shall not be subject to anticipation or to voluntary or involuntary alienation as long as they are in the hands of the Fiduciary. B. All Fiduciaries and all beneficiaries not referred to by name are for convenience referred to in this will in the masculine singular. c. In this will the word "minor" shall refer to a person less than twenty-one (21) years of age, but if under applicable law the age at which a person becomes legally competent to give an effective receipt is higher than that, the age of such competence shall be substituted for such age. D. I am married to HELEN L. BASHORE. All references in this will to "my wife" are intended to mean her. Although, I have two children, PAMELA B. GAGNE and LARRY D. BASHORE, all references in this will to "my child" or "my children" are intended to only refer to my daughter and any references to "my issue" are intended to mean my daughter and her descendants, for the reasons set forth in Paragraph N below. E. In this will the word "child," "issue" and words of similar import shall include persons adopted into my line of descent when less than twenty-two (22) years of age and their issue (but not other persons adopted into my line of descent or their 20 . , . . . . ~.J. issue) and persons related by blood to me even if adopted by other persons. F. In considering the desirability of any discretionary payment of principal, the Fiduciary may, but is not required to, consider the other income, assets and sources of support, to the extent known to him, of any beneficiary to whom or for whose benefit such payment may be made. G. No Fiduciary who is a beneficiary, or is legally obligated to support a beneficiary, shall participate in a power or in any discretionary decision from which he or any person he is legally obligated to support might benefit or relating to his capacity. H. The word "education," as used in this will, shall include, but not be limited to, public, private, secondary, college, graduate, vocational, technical and professional education. I. The term "~ stirDes" as used in this will shall mean that a class of beneficiaries (~, my issue, ~ stirDes) shall take by reference to their stock. Thus, a trust that is to be divided ~ stirDes shall be divided into as many equal shares as there shall be then-living persons in the class in the nearest degree of consanguinity to me, and persons in such degree who have died before me survived by issue. One equal share shall pass to each person in the nearest degree of consanguinity to me and one equal share shall pass by representation to the issue of a deceased 21 iFf . " . . . \I'ItIApfo.J issue) and persons related by blood to me even if adopted by other persons. F. In considering the desirability of any discretionary payment of principal, the Fiduciary may, but is not required to, consider the other income, assets and sources of support, to the extent known to him, of any beneficiary to whom or for whose benefit such payment may be made. G. No Fiduciary who is a beneficiary, or is legally obligated to support a beneficiary, shall participate in a power or in any discretionary decision from which he or any person he is legally obligated to support might benefit or relating to his capacity. H. The word "education," as used in this will, shall include, but not be limited to, public, private, secondary, college, graduate, vocational, technical and professional education. I. The term "J2m;: stiroes" as used in this will shall mean that a class of beneficiaries (~, my issue, J2m;: stiroes) shall take by reference to their stock. Thus, a trust that is to be divided J2m;: stiroes shall be divided into as many equal shares as there shall be then-living persons in the class in the nearest degree of consanguinity to me, and persons in such degree who have died before me survived by issue. One equal share shall pass to each person in the nearest degree of consanguinity to me and one equal share shall pass by representation to the issue of a deceased 21 l/'IIWpto.l , . ' . . '. person. When the persons who take under this will are all in the same degree of consanguinity to me, they shall share equally. J. The corporate Fiduciary, if any, shall be entitled to receive compensation for its services in accordance with its standard schedule of compensation in effect from time to time as its services are performed. Individual co-Fiduciaries serving with the corporate Fiduciary shall be entitled to receive compensation in addition to that of the corporate Fiduciary, but the total compensation received by all individuals co-Fiduciaries for a period of service shall equal one-half of the compensation received by the corporate Fiduciary for the same period of service. K. Any employee benefits payable to the Fiduciary shall not be liable for or used for the payment of or lent for the purpose of paying any taxes, liabilities, debts or any other claims or charges against my estate. L. If my wife and I die simultaneously or under such circumstances that the order of our deaths can not be proven, it shall be presumed that my wife survived me. M. No Fiduciary shall be required to enter bond in any jurisdiction. N. I wish to clarify for informational purposes the reasons for favoring my daughter, PAMELA B. GAGNE, over my son, LARRY D. BASHORE. During my lifetime, my son, LARRY D. BASHORE has received significant financial benefits from me. Furthermore, I am concerned that my daughter's health will continue to deteriorate 22 '~.J. . . . . ' thus requiring significant monies for her care and maintenance tor the remainder of her life. For these reasons, under no duress, I acknowledge and state my express intent to provide tor my daughter, Pamela, and exclude my son, Larry, from receiving any property under this instrument, except as set forth in Article SECOND hereof. O. When the context so requires, the masculine, feminine and neuter genders shall be sued interchangeably and the singular shall include the plural and vice versa. P. Any references to "Code" or "section" herein, shall refer to the Internal Revenue Code of 1986, as amended, or the corresponding provisions of any future United States Internal Revenue law. Q. Although my spouse and I may be executing reciprocal wills, this shall not be construed to indicate the existence of a contract between us and, if my spouse survives me, my spouse shall be free to dispose of her estate as my spouse may desire, without any restrictions or limitation. NINTH: ADDointment ot Fiduciaries. I name my wite, HELEN L. BASHORE, and my daughter, PAMELA B. GAGNE, as executors of my will and as trustees of any trusts created hereunder. If at any time both of the named executors and trustees shall fail to quality or cease to act, I name W. RODERICK GAGNE as successor executor and trustee. If for any reason all of the foregoing named persons shall fail to qualify or cease to act, I name LARRY D. BASHORE and 23 . '~_t. . . . I . . . . . FULTON BANK as my successor co-executors and co-trustees. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ?. vA day of ;'t/;v.g-+o!~ ' 1995. * y ~ acNi:1q (SEAL) ''IE. SH , estator signed, sealed, published and declared by CHARLES E. BASHORE, the testator above named, as and for his will, in the presence of us who, at his request, in his presence, and in the presence of each other, all being present at the same time, have hereunto subscribed our names as witnesses. c;- (.r l p(al/tL-T,., cJAJ II., (") II ~ -, ''::''410 J~AlI?~"')~ ",9 If()3\? Addres v ~~-~~- COMMONWEALTH OF PENNSYLVANIA ,:::' C7 ~~c;o.z; ~<-~ ..Jdd'ress ,"" . ~~ /~-~./,:?"~~ r SS COUNTY OF : We, CHARLES E. BASHORE, IN, V? 0" ,<" ;, A- 6,.q.~ ' and M PI I!, -", 1-, jeWNl.If1I9i11 , the testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix, in the presence and hearing of both witnesses, signed and executed the instrument as his last will, that he signed willingly, that he executed it as his free and voluntary act for the purposes therein expressed, that each of the 24 -- --,-"--- .~- , i,' I i ght- 0 o fedEle Internelionel Services . Schtdul.d d.lrvtry IlInes ".ry by Ioc.,IOfl. o Selurdey Delivery S'MU nol.".II.bl. to T UE ," IoUllon. :\EW Fed Ex Flnt Overnight- brll.tt nut bu..nes. morning d.llV.ry 10 III,rt 1M.,,,,,,.. PRIORITY OVERNIGHT ~. lip' 111S1~ 16SEP96 18,33 Irk' 486 1365 095 ; AA fOl'lllOOl LETTERDe11ver By, HOT 17SEP96 16 GTY ., . \ .. \ 17013-PA-US i ! h Ie mlllimum declared '\rhe IilIbol,IV of ,"" no'lo,hvery is '- -lid an eICtra ..'tater MKlca UIT'Ice.- ( U.S. CUI.omer Service IS available toll.'ree at I,8OtI,Go,FedExll-lJOO.463-33391. to< l11O!e info<","t"'" on sh'pments WIthin the U,S, Internetlonel CUltomer Service is available toll.free et ,,800.247-4747. for informetion on sh'pp,ng worldw,de, " ',..........:.serVlces.,e provided os defmed m the current FedE. " ,~ Guide tsubjecllo change WIthout not",,', Copies , ~~ , i , 1.........~le.___.'lWt'.. , j I ", .... ".'6.6 'Il ...--_. I 7:::-- " . r . ~. . , Cl i' . " i' .. , . , \. , , ~.,.,", '" "- .~, ~ . \ ,,\ 'H', I' ....,. , . ..' { ( I , . f, ... . ....J , .' ' ,~ \:.. ,. , , '. . '. '0. . II. -I ~ r. \ . " i.. f l\ l ;. . , I " , ~. ,-oil " ~ . '. M, ,,' \, -. ~ . .f ,-- . -_. " - i . ( '--J /s ~ If'!" 'i INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE E F WILL REV- t50ClEX .(1.1"1 CO"~P,t':t.~W~'lf"J~'I,\"bXANIA HARRISR~~~.Y~ "1.080 t o E C E o E N T DECEDENTS NAUE (LAST. FIRST, ANO..,UOCLE INITIAL) Bashore Charles E. SOCIAL SECURITYNUUBEA DATE OF DEATH DATE OF BIRTH FOR QATESOF DEATH AFTER 121 IF A SPOUSAL FILE NUMBER 21 1996 207-07-4177 COUNTY CO DECEDENTS COUPLETE AOoRESS 208 Hearth Road Camp Hill, PA 17011 (IF APPLICABl.EI SURVIYINQ SPOUSE'S H"f.lE (LAST,FIRST AND UIOOlE INITIAL) Helen L. Bashore A B X 1. ()Iglnll ReMn ~ P L 4, Umtted E.loIte E P 8 cSK r::l K P 5 ~8, R E C A P I T U L A T I o N T A X C o M P U T A T I o N . ':\ SIONATURf:;OF PE~ON RESPONSIBLE FOR FILING RETURN -Ie. .,,.,If,..I.J ,LJ(t, .'{:. " .......- I' . ' . .' ylA~- "'" -V-"-,,t--o-)...rvu-~ SOCIAL SECURITVNUUOEA 195-32-2519 1 CHECK HERE yeAR 00080 NUMB R AUOUNT RECEIVED (SEE INSTRUCTIONS) 502.423.45 Remainder Return (lor dlte. 01 dea1l1 prior 10 12-13-82) Federll E.Tate Tax ReMn Required TOTal Number of Sale Deposit 80.e. [i] 5, ~8, 334 , 899.11 ,;;' 2, Supplemenloll Relurn 4a, FUlu'e InlOre.. Compromise (lor dalO. of del1l1 alter 12.12.821 Decedent Died Te'loIte [ZJ 7, Decedent Malnlollned a Uvlng TrusI lllch co 01 Will lllch a co 01 Trust C P All CORRESPOMlENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: n' ') ~ 2 NAME COMPLETE "'AILING ADDRESS ROW. Roderick Ga ire Pepper, Hamilton & Scheetz ~ ~ rELEPHONENU".ER 3000 Two Logan Square J - T 215 81-46 5 Philadel hia PA 19103-279 1, Rell E.lIte (Schedule A) (1) :J 2. Stocksand 80nd. (Schedule 8) (2) 6 , 215 , 87 1 Closely Held Stock/Partnership InlOre.t (Schedule C) (3) 187.812,00, 4, Monglg.. Ind Note. Receivable (Schedule D) (4) !l. Cash, Bank Depos/ls & Miscellaneous Personal Propeny (5ch, E) (5) !l. Jolnlly Owned Propeny (Schedule F) (8) 7, Trln.fer. (Schedule GI (Schedule L) (7) 8, T01.1I Gross A.sets (10111 Un.. 1-7) g, Funeral Expense., Adminls~ltive Co.ts, Miscellaneous Expense. (Schedule H) 10, Debts, Mongage UabUi1Ies, Uens (Schedule I) 11. TOTal Deduc1lon. (IOTaI Une. 9 & 10) 12, NelYalue of ESloIte (Une 8 minus Une 11) 13, Chari1lble and GovernmenTal Beque.ts (Schedule J) 14. Net Value Sub ct to Tax Uno 12 minus Une 13 15, Spousal Trln.fer. (for dllOs of dea1l1 alter 6.30.90\) See In'1rUc1Ion. lor Appliclble Poreenllge on page 2, (Include vllue. ~om Schedule K or Schedule M,I 16, Amounlol Une 14 taxable a16'l(, rite (Include value. ~om Schedule K or Schedule M,) 17, Amounl 01 Une 14 taxable 1115'l(, ,ate (Include value. ~om Schedule K or Schedule M,) 18, Principii tax due (Add tax from Une 15, 161nd 17,) 19, eredl1s Spousal PoverTy eredn Prior Pa)ments Discounl InlO,e" 0.00 + 34,000,00 + 0,00 0.00 Z), II Une 19 Is ealOr 1I1an Une 18 enlOr 1I1e difference on Une 20 Thi. i.1I1e OVERPAYMENT, IAI~ OI.dch....H ..... _n ..etundal uraver en!. 21. II Une 181. greater 1I11n Une 19, enlOr 1I1e difference on Une 21. This is 1I1e TAX DUE. A, EnlOr 1I1e InlO,e'l on 1I1e bllance due on Une 21A, B, Ente' 1I1elO1l1 01 Une 211nd 21A on Une 21B, This Is 1I1e BALANCE DUE. Mak. Cheek PI ble to: Re I.ler 01 Wills A ent . . BE SURE TO ANSWER ALL OUESTIONS ON PAGE 2 AND TO RECHECK MATH ... ... Undlt pel'WlU..al PftturV', I d,clar.lhIot I hI"...atI'IIned lhll,.fu-n, Including accompanying Ich.dul...nd ItIol.menll,and to th, b..to' my IInowl.da-.nd b.Il". II 'l'tU., CottKtlnd compl.t... d.clat.lhlltall,..I.ltal."U b.'nt.port.dall"" rNIll.1 ",.lue. C.cwatlon or pt'.pwltt 01"" lhan I'" P",ION.' ,.pr."nlaUv' il bal.d onllll"'OIrfllIlO" at which pt"J*1t hi""" IU'IOwt.dge. 391,168.00 (8) (9) 18,928.53 (10) 743.00 (11) (12) (13) 14 (15) 502,423.45 x.Q.Q..- (18) 398 ,000.00 X06 - (17) 0.00X,15- (18) (19) (20) (21) (211.) (21B) ADDRESS 9/.0_ _ ~Jl_q,Q _:I:'-!'? _ ~.c!g~!l_ _11~_a,r;!,_ _"" _ _ _" _ _ _.. _.. _. _ _ __ Philadelphia, PA 19103-2799 ADDRESS ~Jl_q,Q _:I:'-!'? _ ~.qg~!l_ .11~.a,r;!,_ _...".. _ _ _ _ _ _ _ _ _. _ _...".." Philadel hia PA 191030-2799 .- SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE , CoPyl'lght lei tgg.. '0"" lof",.,. ont PSrl'.tnl,tnc, 7.)<> ',-1 \,"l o , , ,!l. " ,:-'; .', _" (J ;,., 0 - 920,094.98 19 ,671. 53 900,423.45 0.00 900 423.45 0.00 23.880.00 0,00 23,880.00 34,000.00 10,120,00 0,00 0.00 0,00 CATE CATE 3/I'J ( '-'t" FOl'tn l!5al(Rtw, 7.g..) AIV. tS04 IX . 1~.'ZJ CO"~.~llrcil4\,_,WbYA.'A !STAT!O~ Chad.. B. Buhore SCHEDULE C CLOSELY HELD STOCK, i'lL! NUMB!R 21-96-00080 . Of In Ilntellll of 1M DtIlIr lIWIa ITI!M DESCRIPTION YAW! AT NUM8!R DAT!O~DPATH 1 Edwin L. Heim Co., Non-Voting Conunon Stock 3200 aha. 142.112.00 2 Edwin L. Heim Co., Voting Conunon Stock 1000 aha. 45,700.00 TOTAL InW on inl 3 Reel ""lItion (If mor.tplCI Is nltded,lnlll1lddlllonlllhetll of IIIlllIWI,) eo,.,.,,,.,, (el tIN fOtm ,oll... Only c,."t"""l", 187 812.00 Form 1!!1OO Icl'ltdul. C (Atv. ~.'IJ REV. 1505 IX + (3'''1 COM::'~llit'l~4\'W.W~'N" !STAT! O~ Charles E. "Bll8hore SCHEDULE C-l CLOSELY HELD CORPORATE STOCK I T eorPrln FILE NUMBER 21-96-00080 The loll lmormatlon _ belhbnllNd wltlllhls .chadulto: A. 0'1I11td d....,pton Ihowlng 1111 ""lIlod of compUllllon uulI,ed In 1111 v.lu.lIon 01 111. d.cedents ltock, B, Complole coplol 01 fin.nclllllilemlnlS or complole copies 01111. Feder.1 Tax Returns (F.der.1 Form 1120) lor 111. ~ar 01 d..lIl .nd 4 prlcedlng ~ars, C, SlIlemIn. 01 dividendi p.1d ..ch ~ar, UIIlIl0se d.clared .nd unp.ld, D, Ult nllTlls 01 o_s, lllarlos, bonusel .nd .ny o1Iler b.n.Ms received tom Corpor.tion, I!. 11111. Comp.ny owned re.lllllle, subm. .1111 shoWing 111. complole .ddrels/II .nd 111ml1ld F.it Market V.lue/s, II Re.1 Elllle Appr"lIls h.ve be.n secured, plo.se .Illch COplol, ~, Ult prlnclp.lllllCkholden 11 d.le 01 deall1, number ollharll held, .nd relltionshlp to d.c.denl G, An oll1er Informallon relltivtlto lI1e v.lu.tion 01 lI1e dec.denrs I01erest SEE ATTACHED APPRAISAL 1, Namo 01 Corpor.tion Edwin L. Heim SreetAddrels 1900-1918 Greenwood C~ Harrisburq SlIle PA 2, F.der.1I.0, Number 23-1265924 (SlITlI As Feder.1 Form 1120) 3, Typl 01 Busln... electrical contactor Company Street Zip Code SlIle ollnc, PA O.leollnc, 09/01/1945 17041 TOIII Number 01 Shareholders Buslnlll Replllling Vear 06/24/1994 to 06/25/1995 ProduC1 service 4, STOCK TYPE TOTAL' SHARES PAR VAWE ' SHARES OWNED OUTSTANlING BV DECEDENT Convnon vt 9 192,00 0.01 1 000.00 Prlfetred 8 364.00 100.00 0,00 cormnon non-voting 23.764 .01 0.00 Provide III rlghll Ind reltrlCllonl pertaining 10 Ileh Clall of llock, 5, W.s decedlnt employed by 1111 Corpor.lIon7 [ji] Ves D No II ~s, Position pres ident Annu.1 S.1ary S 5. W.slllI Corpor.lIon Indeb10d tollle decodent7 D VII 0 No II ~s, provide amount of Indeb10dness S 7, W.sll1ere life Insurance p.yablo to lI1e corpor.lIon upon deall1 01 decodent7 DVII 0 No II ~s, C.sh Surrender V.lue: S Net Proceeds P.yablo: S Owner of Policy 48.000, oenne DeV010d to bUllnll1 100.0 8, Old lIle decodenlseU or tranlfer ltoCk of II1Is comp.n~lthln on~ar prior to dlllll n lI1e d.le 01 dealll was on or.1ter 12113182 or within two ~arlll 111. d.le 01 de.lIl was prior to 121131827 ~ Ves U No lI~s: [ji]Transfer DSaIo ,0lShares 8.682,a1IInsfereeorPurch.ser Pamela Gaqne(dauqhter) Conslder.lIon SO, OO'le 07/27/1995 Alllch . separ'le shill for .ddl1lonal tr.nslerl.ndlor lllos, g, Old 1111 corpor.lIon have an Interellln o1Iler corporallonl or pll1nershlps7 [!] VII D No II ~s, report 1111 necessary Intormallon on a separale sh'll, Including Schedulo "C-t" or "C-r lor each Inlerelt 10, W.s lI1erl a WlllIen sharehold...' .~eemen'ln effect '1111. trnI olllle decedenrs dlllll7 D VII [iJ No II ~s, provide a copy of lIle a~eemenl 11, Was 1111 d.cedentl IlllCk sold7 D Ves ug No II ~s, provide. copy 01 1111 a~lIment 011110, ell:, 12, Was 1111 corporallon dllsolved orliquld.1Id alter lI1e decedenrs deall17 D VII ug No II ~I, provide. breakdown 01 liquidatiOn dll.,bU1ionl, ell:, Alllch . sopar.le sheel Copyrlghtlcl lilt. IOf," '011"". only CPSy'I."'"lrtC. FOf," 1!KX) Sc".dul. C-1 (R.v. 3-"21 . , ...v. 110111. CI-I', SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS COU~N'll\l~4\,_~:NI~ I!STATI! O~ CharlllB B. auhore All 0 ITI!M NUMBI!R 1 i'lL! NUMBI!R 21-96-00080 . In -owned with RI hi of Survlvorshl mul' be dllClolld on Schedul. DI!SCRlPTION VAWI!ATDATI! OFDI!ATH Edwin L. Heim Co. final paycheck 775.50 2 Fulton Bank, CD H121-0090492 Interelt accrued to 12/17/95 110,121.52 1,919.30 3 Tangible perianal property 150.00 4 cowley Medical Allociatel refund 54.11 5 Bdwin L. Heim Co. 401K plan Defined Contribution Plan Total 214,133.96 1,257,299.96 1,043,155.10 The decedent would have been aubject to the exceaa diltributiona exciae tax for the value of the plana greater than $150,000. Under Benchart Eltate, 14 Fid. Rep. 2nd 340 (1994) and 15 Fid. Rep. 2nd 69 (1995), the Commonwealth accepted the 15' federal excel I diltribution excile tax aa a lubatantial impediment to the economic enjoyment of a retirement plan. Therefore, the value of the plana greater than $150,000 ia exempt from Pennlylvania Inheritance Tax. 150,000.00 6 Edwin L. Heim Co. Supplemental Executive Retirement plan 71,706.29 7 Quail Ridge Allcciation refund 173.40 9 Quail Ridge Allcciation refund 100.00 334 999.11 TOTAL .nw on Iin. 5 Rocl ~lIllon tAllIch Iddlllonll 8 1/2' . 11' Ih..,. "motIlpICl II ntlded,) COJYf'l'" (el ,.... rot'" loll..,., only CPI)'lt,,,,,.lnc. 'OI'm 1a IchldlA.e (A""1..'1 RIV. 1l11UX . 1'..'11 SCHEOULE H FUNERAL EXPENSES, AOMINISTRATIVE COSTS AND cO"l:.~11~~4\,~~'NI' I!STATI! O~ Charles B. Bashore Pe FILl! NUMBI!R 21-96-00080 ITI!M NUMBI!R A. . DI!SCRIPTION AMOUNT 1 Funerall!xpena..: Funeral Luncheon 305.93 2 Parthemore Funeral Home, Inc. 8,253.30 B, Admlnlatratlva COlli: 1, Penonal Repre..ntatlve Conwnlsslons Social Securl1y Number of Penonal Repre..ntallve: Veil ConmIsslons pald 0.00 2- AlIOmey Fill 6,500.00 1 Family Exemp1lon ClInuntHelen L. Bashore Rellllonshlp wife 3,500.00 Addreu 01 ClInuntat decedenra ded, 5'... Address 208 Hearth Road City Camp Hill Stale M- Zip Code 17011 4, Frobale F..s 336.00 C, Mlaclllaneous I!xpen...: 1 PNC Bank, N.A. Service charges 18.30 2 Register of wills of Philadelphia County Conunission fee 15.00 TOTAL Iso In,", on line 9 Flee. ttul.tion (II more '~clla needed,lnll" acldlUonal Ihem of...... 1111,) Co'Y'lght lei 1114 'Ofm loll..,. Onl., CPS.,ltlml,lnc. 18 928.53 FOfm 1!500 Sctl'dwl' H(A.., 1....1 l" t, . AIY. '1c4lllCt (1/11I1 CQUUQNWIALTHO' 'INNI't'\,YANIA INHUUTANCI TAX AETURN AIIlOENT OICEDINT eSTATe O~ SCHEDULE 0 TRANSFERS TO SURVIVING SPOUSE I'll. Number Charles B. oIlashore 21-96-00080 PART A: En. Ill. ducrtp1lon .nd Vllu. of 1I1n.1I1I, bo1h IIxIblt Ind non.llxlblt, regardltll of 1oc11lOn, Ind nil of dldUeIlOnl which III III Ill. docod.nfllurvMn UII WlI 1n1l11l 0 '"lIOn of law Ot olhlfWlll, 110m_ Do lIOn of 110m I 1 Edwin L. Heim Co. Supplemental Executive Retirement Plan Marital Trust under Revocable Trust Agreement of Charles E. Bashore dated 11/24/95 Tangible personal property Edwin L. Heim Co. 401K Plan Defined Contribution Plan Amounl 71,706.28 2 280,567.17 3 4 150.00 150,000.00 pan A TOlII: En. Ill. total her. Ind Inlll. 1I>O\l1l'1 'Amount Recolvod' bloclc on Plgol 502 , 423.45 Election To Subject Property To Till Under Section 2113(A) A. A TlllJIble Tren.'er By Thl. Decedent. If I WIlli Ot _ arrangomont ","lIl1le requirement of Section 21131"), Ind: L The WIlli Ot _ arrlngomanll1lis11d on Schedult 0, Ind b, Th. vllue of Ill. WIlli Ot linilar arrlngomantll .n.1d In whole Ot pan II In 1111I on Schedule 0, lIl.n lIle ranlforOt'l penonalrepresanllllvll may apecitlcaly ld.n1lly Ill. WIlli (In Ot I hellOnal ponIon Ot percenllgo) III be Included In lIle ._ III hive such WIlli Ot liniIar properly tr.lled II I IIxIbIo wanlfar In 11111'11111, II Iou lIlan 111. .nllr. Vllu. of Ill. WIlli Ot _ properly IIlncludld II I IIxIblt ranlfot on Schodult 0, Ill. penonal reprollnllllvlllhll be conSIdered III hive mod. Ill. ._ only II III I hellOn of Ill. WIlli Ot liniIar orrlngomont Th. numorllOt of 11111 hellOn II equal III Ill. ItnOUnt of 111. WIlli Ot IirnlIar arrlngomantlncluded II I IIxIble 11111 on Schldule 0, Th. d.nominllOt II equal III Ill. tolaI vaIu. of Ill. WIlli Ot _ arrangomont ELECTIOH:Da you .loc:1 under Soc1fon 2113(A) to IfUl.. alUlbl'lranlfer In thl. "tata all or I polllon of alfult or Ilmllat ..rangomanl crOltad lor the IOle ule of thl. doc:adonl" Iurvlvlng .pou.e during the .urvlvlng IpoU..'. enti,e 1I1e1tma7 YES 0 NO [i) Slgl\l1Ura Dote Nota: If the elOC1lon .DOIIaa to more thin one trull or IItnIIat ....naemanl. th.n I leoor.te Iorm mull be Ilqnad Ind ftlad, Pert B: Enflr lIle doterlpllon Ind value of Illntorllll, bo1h 1IlcIblt Ind non-1IlcIble, ,egardle.. of IocIlIOn, Ind nil of dldUC1lOnl which "" III the docodont'llUlVMn UII for which I Section 2113 .lac1IOn II beln mod., 110m _ Do of '- Arneunt None pan B TOlII (sea inlWIICllOnl1 0.00 CoPY'tghllcl ,n, '01'''' toU... Only C'SYII''''I,lnc. FOt'" 1!500 Scttfdut. alA'.. I-'S) .--.....-~..,.,~" .0.;., '."'-.. Inventory 01 the real and personal estate 01 Charles E. Bashore, deceased Estotc Invcnlory Valucd as of Dotc of Dcath No,of &Im1 SlllW 19.3250 Municipal Invcstment Trust Accumulation Program Account No, 10524528 S 354.42 2 Quantum Chcmlcal Corporation 29,25 Tolal Slocks $ 383,67 Ql.ili Edwin L, Heim Co. finnJ paychcck S 775.50 ..\',:,;". Fulton Bonk, CD #121-0080492 110,121.52 , Interest,to date of dcath 1.818.30 Total Cash $112,71532 Tnn~ihlc Personal Pmncrtv Tongiblc personal property S 150,00 Total Tangiblc Pcrsonol Property $ 150,00 Mi~ccllnneous Cowlcy Mcdicol Associatcs S refund 54.11 Quail Ridgc Association refund 273 40 Total Misccllancous $ 127,51 No,of llniI1 Bond Fund, 10 Municipal Invcstmenl Trust Fund 80 MPS Account No, 01026403 $ 5,832,20 Total Bond Funds $ 5,832,20 No,of &Im1 Closelv Held Comnrnlions 3,200 Edwin L, Hcim Co.. Non-Voting Conunon Slock S142,112,00 1,000 Edwin L, Hcim Co" Voting Common Stock 45,700 00 Tolol Closcly Hcld Corporal ion $187,81200 TOlal Invcntory 5307.22070 " . >" c COMMONWIALTH 011 PINNSYLVANIA l COUNTY OF CUMIIRLAND J II: P::lm~'::to " , f:::t.'J"n. Pvorol1i-,..;v .ccordlng to I.w, d.posn .nd s.ys th.t s h. ,,, t- h" F.""",l1t r; " 0' tho Est.t.o' Charles E. Bashore, 208 Hearth Road, Camp Ifill I.t. 0' ___.__._. __.m'. ,_,__._ ,Cumb.rland County, P.., d.c..s.d .nd th.t the within Is.n In..ntory m.d. byPamela B. Gagne' and HeJJW L.Bashorl'lth. s.ld Executrixes 0' the .ntlr. .st.t. 0' Slid d.c.d.nt. consisting 0' .11 the p.rson.1 pro".rty .nd r..lnt.... ..c.pt r..1 .sht. outsld. the Commonw..lth 0' P.nnsyl..nl., .nd th.t the f1gurn opposlt. ..ch It.m 0' the In..ntory "pr.nnt It's ,.Ir velu. n 0' the d.t. 0' d.c.dent's d..th. , () "2 LL. __ ~ Yi~IO'L.<._Pfr-'~ -~ .nd subscrlb.d b,'or. m.. Pamela B. Ga9neV A b.lng duly sworn 'L- (.) 19 '9 7 Executo, . AJ",lnhtratar 515 Cresheim Valley Road I B' , NOTMllAl S::Al RQ CU"'R'( r. ~'UlliG,\I" N<"..ry Public c\t of ~t-':.^dwcr',. p,,:,I.1. Ct1~Jl~ Jb/~I}""'r"l'jf~~.r:-"'.P:l ftr,t'! 1.1 F",)1 Wynmoor, PA 19038 Add.... DIY December Month 1995 v.., o.t. 0 rOut;' _ 17 INSTRUCTIONS I. An In..ntory must b. f1l.d within three months .lter .ppolntm.nt 0' p.rson.1 r.prn..htl... 2. A suppl.m.nt Inventory must be rued within thirty d.ys or dlsco.ery 0' .ddltlon.1 "s.". 3. Additlon.1 shee" m.y b. .tt.ch.d .s to person.lty or r..lty 4. 5.. Artlcl. IV, Flducl.rl.s Act or 1949. . .... ..., OG -v :0 c;:- - n ., --J - ; .,; ~ 5 .. :u w . => ~ l- e .. ~ .. eo "" A- i>: u .. I 0 .. ~ W II> 0 .1.' Ul ~ '" '" w - .. i!: - - ,';~ 1- '" A- ...J LL :Jl ;.J .. (, I ...J ~ 0 ,C .. A- ~/.. .. U. - -.. w ~ ::l "' ,'. ." > 0 '" :lJ i:- N ~ Z Z 0 0 , :x: c iii ~ - II> Z II 0 ffi .0 ' Z ~ Ul => ... A- OJ N ... c ,-I ~ .. ... 0 ~ ~I .. ... ... oM '-I .. E 0 OJ1 - .. .. ~ it 0 ...J 0 ID ..- PEPPER, HAMILTON & SCHEETZ ^1TORNEYS ^T v.w WASHINGTON,D.C, DETROIT. MICHIGAN NEW YORK, NEW YORK P1TTSBUROH, PENNSYLVANIA HARRISBURG, PENNSYLVANIA 3000 TWO LOGAN SOUARE EIGHTEENTH AND ARCH STREETS PHILAOE:LPHIA, PENNSYLVANIA 19103-2799 (ZIS) 981'''000 f'AX:(218) 981'..780 'TWX:(710) 870-0777 WILMINGTON, DELAWARE BERWYN, PENNSYLVANIA CHERRY HILL, NEW JERSEY LONDON, ENGLAND MOSCOW. RUSSIA WRITER'S DIRECT NUMBER (215) 981-4695 March 20, 1997 I. Registrar of Wills Cumberland County Courthouse Room 102 I Courthouse Square Carlyle, PA 17013 Attention: Cheryl Re: Estate' of Charles E. Bashore File No. 21-1996-00080 2~ 3:: \(j '0:0 ..... _ D m n .~ .' . ~ , " ~ -. ( N ~ ., 1 :::I " "J v, r) W - !Xl '.:' , ' ;:t2c ......~ Dear Cheryl: Enclosed is a $15.00 filing fee in connection with the filing of the Pennsylvania Inheritance Tax Return for the above-referenced estate. Would you please send to me, in the self-addressed envelope provided, the following: (I) a copy of the Cumberland County Registrar of Wills fee schedule; (2) the fonn for claiming a refund of Pennsylvania inheritance taxes; (3) the acknowledgment of receipt of the inheritance tax return; and (4) receipt of the check enclosed by time stamping the enclosed copy of this letter. I appreciate your attention to these matters. , WRGlbdw Enclosures PHLEOAL: 11223463 vI (4SFBOII.WPD) ~11f NOTlCEI To fulfill tM r..,Jr...,tt of SeoUon 2145 (b) of the Jnherlbnc:. ... Eltet, Tax Aot, Aot 11 of 1"5. (12 P.I. SocII... '1451. PAYttDfTI Detech tM to, portJDrI of 'thlt NotlcI Ind IUblIlt with Your PIYNnt to the R-eht.r of Willa printed on thl reve,... '.de. . u..... cMdc or -.wM)' or.,. p.PIII, tOI REGIITER OF MILLI, AOEHT. RUUaJ Cath A ".flnd of . tlX cr,dlt '1)' be ".....teel by c_I,Une WI ","lIe.Uon for .lfund 0' P....,.)'I"'"I. JnherltlnCl ~ [Itat, ,.." (REV-ISIS). applIcation. Ir. IVIJllbl, It tM O"lcI of tM Alii",,. 0' Willi, In)' of the IS R.venue DI.trlot Of,lc.. or f,.~ thl o.,.rt-.nt', '.-hour ......,.Ing ..rvlel nu.blr. for '.r.. or.rlngl In Pennlwlv...., 1-'00-36'-'050, outllde Pennl>>lvenl, ~ within locll H.,.rJlbur. .,... (717) 7.7-.094, TDal (717) nt-2nZ "".rh... 1.llnd Onl)'). DUClI.. An)' ,.rt)' In Inter... not "'11'1-.:1 with thl ........,.., 0' tl. '1 Ihown on thl, noUc. lay obJHt tdtilln ,Ixt)' (IOJ daYI of rlCllpt ., thl, Hotlel by, .....rJttWl prDt..t tD the PA o.p.rtMnt Df R.v...., ao.rd Df .....1., Dept. 2'1011, HIIrrllbur., PA 17UI"1OI1, Oft ....IHtI'" tD hw. thII "U.r det.r'lned .t MIdI t Df the per'CN'I81 r.,r.IWlt.uve, Oft .....,...1 tD the Orphen.' Court. AllltlN- IITRATlYE _CTlllHS. '"MI .rrDr. dl.caverN on this .....--.rtt should be 8ddr"'1d In ..rIU", tDI PA o.,.rtMnt Df Aft..., aur.eu Df Indlvlduel ,...., ATTNI Pa.t A'....-.nt A.vl... unIt, Dept. '10601, HIIrrlabur., PA 17121".601, Phone (717) 717"6505. ... P... 5 Df the bookl.t "Inltructlonl fDr Inher1t~ T.. A.tum for. RI.ldent Decedent" (REv.ISOI) for en ,xplen.tlon of ~Inl.tr.tiv.lw corractlbl. .rror.. . PENAL TYI The IU tIX Mnt.ty non"p.rtlclp.Uon ,.,..Uy Is COIlpUtld on thII tot.1 D' thII tax end Int.r..t .....IId, .. not Plld blfDr. Jenuerr I', I"', the flr.t ~r .ftlr the end Df the t.. -.ne.tr period. Thl. non"Plrtlol,.tlon ""'It V h .....Ilbl. In the ... -.mer Ind In the the ... U_ Plrlod .. you would .....1 the tIX and Int.rllt tNt hi. been .....Nd II Indlclted on this noUe.. 1HTEJl[ITI 'or det.. of delth. ~ or .ft'r 10").'1, P",""lv."la Elt.t. TI. bUId on the "eder.1 flt.t. Tax return beeOM' dell".,.,..t It the e.plr.Uon 0' nine CO,) .....th. fr. the date 0' de,th. "or eIIt.. of ....th prior to 1O.J"'I, PInn.rIVlf'lI. EIt.t, Tax bliNd on the 'ldsrel E.t.t. Tax return --, dllI,",,*,t It the explrlUon of eight.." ClI) Nnth. fro. the dIIt. 0' ....th. Taxll .....tch bee.. dlU,....t before J.....rw 1, 191' be.r Interllt .t the rlt. 0' .he C6:C) "runt "r ..... a.louht_ .t · dllh r.t. of .000164. AU t.... .....lch bee.. deUnquent on or .ft., Jenuerr 1, 191' ..111 be.r lnterllt .t · rete .....Ich ..111 VIIrr fro. Cllendlr w.., to ellender weer ..Ith thet nt. MnowMlN bW the PA DIplrtllnt of A.VInUI. The eppllC1bI. Int.r..t rlt.. 'or 1'1' through 1"7 .r'l Vllr Int.,l.t bt. Dl11w Int.r..t 'eotor VI., Int.,..t R.t. Dtllv Int.r..t 'actor - INZ ZlI .01154' 1917 n .00IZ47 I"S 161 .101<:1' nnol"l 111 . 000501 19M 111 .OIDSOI I"Z n .110147 19.5 In .100S56 I"Sol'" n .100nz 19" 101 .00"74 1"501'" n .100Z47 ulnt.,lIt II C81CU1.tld .. fol1_.1 INTERElIr . IALAlla OF rAX lIHPAIO x IlIIIlIER OF OAYB OELIHQIIEIIr X DAILY INTERElIr FACTOR ..anr Hotlo. t.1UId .ft.r the t.. bee.... delinquent ..111 r,'llOt '" Int.r..t c.lcul.tlon to flft.." (II) der. blwand the eIIt. of the .....'-'t. If ,IYMnt Is ... IUer the Interllt eMpUtlUon dIIt. Iholln on the Hotle., ~ltlon.l Int.r..t au.t be cllcul.tld. --tln..I'~J~:iJ'''''''':,!;4~ .~ ';-,;' .' ~:,"<~" _,t " , .;jfol ~t"'"l1 '~'''l ~"'.".. .:..~.~ w<l "":'1 l~;.--~ ,A 'J _(1 ". '~ ~,.; r':O ~:.l ;-1;'-.1 '>"'l '. ',"',l1' :. ~ r, ,-;,' . ~ ~t~~ ,..J ~ ..1 J.'_' q I.:; " _"'_~.f :I;:j :'/j ..~ " ,J:,- .';~ '.'i ',..< i.~.< :t1! '''( ....; '""', "'.'..~;','.'" "c' ':~ /J '~~~ ..... " 2:. ','.'."1."1' ,J': 1,1'""' i-' ,~~ "'I .~-< '/!~; ~,~ ::::' PIIIPOI[ I1f MOTlal To fulfill the r-.ulr...nt. of Stetlon 2145 (bJ 0' the Znherltenc. end [It.t, 'ax Act, Act 21 of 1"5. 17r P.I. lootS... '1451. PAYIIDIT I DetltCh the t. portion of thh MoUee end IUbIIIt .,lth wour ,l)'MI'lt to the R......' of Will. prlntM on the rlWrI, .Ide. .. ...... check or IIOMV or.r PIYMI" tal, REGISTER OF KILLS, AGEHT. RUlICDCCRh A r.fund of I tax credit ... be ,..,..ted b1 cOIIPhUnt WI -Appl!CIUon for R.hnf of P..,nl"...I. Inherlt8nC. end E,t,t. T.x- (REV-1S1S). Appllc.tJonl Ir. avlll.l. It the a"lcI of the R..t,t'r .f ..111., My .f the n A.onnue Dbtrlet Offlc.. or 'rOIl the [MplrtMntl, Z4"hour .......rlng ..rvlc. "."..ra for for.' orderlntt In Ptnn.,IY~I. 1.100-562.2050, out.lde '-nn.vlv.nl. end within loc.l Herrltburl .r.. (717) 717-"", TDD' (7.7) 712.2251 (He8rlnt lap.lred Onl,). OIJt:CTllIHI, An, ,.,.t, In Int.r.,t not ..tI.fled with the ......Hllt of to ., IhcMIn on thl. notlc. ..y object within ,I_tv (,.) dlrs of rec.lpt of thl. Notlc. bYI ..wrltten prot..t to the PA Dep,rteent of A.venue, lo.rd of Appe.ls, Dept. Z11021, ~rrlJbur., Pi 17.2.-1.21, DR n.lectlng to heYe the ..Uer det.nlMd .t audit of the ,.rlOMl r.,r..ant.tly., DR n."..l to the Orphans- Court. AOIIIH- IITIlATlvt: CORRECTIONS I Fectuel errore dllcovtIred on thll ..........t Ihould be ecIdra..ed In wrltlng tal Pi Dep.rt.....t of Rewnue, luraeu 0' Indlylduel T...., ATTNI Po.t A....seent A.vlew unit, Dept. Z..,.., Herrlabur., Pi .7121-0'01, Phone (7.7) 7'7-6105. ... p.,. S of the bookl.t -In.tructlons for Inherltanc. f.. Return for. R..ldent Decedent- (REV-1S01) for en .~I~tlon of ldelnl.tratlvely correctable .rror,. PENALTYt Tha IlX tax ~.ty non-partlclpatlon ,.,.It, h coaputad on the total of the tax and lnter..t ......ed, end not paid be'ore January .1, 1"', the flrat dI, .fter the and of the ta. ....tv ,.rlad. Thll non-participation "",It>> h ......1...1. In the ... ......r and In the the ... tI.. parlad a. you would .....1 the tax end lnter..t tt.t hat bean ......ed II InclScatad on thls notlca. INTEREST I 'or dat.. of death on or .ftar 10-'-'1, Pann.,lyanl. E.t.ta Ta. ba.ad on the 'adara1 E.tat. Tax return bacoaea .Unquant at tha uplratlon of nine (0') aonth. 'rCNI the data of death. 'or dat., of death prior to 10-'-'1, Pennnlvanl. Estat. Tax beNd on the 'aclara1 E,tat. To r.turn bacoaa. .U,.,.,.,t at the axplratlon of ellhteen ctl) ...th. fr. the data of death. T.... atltld'l bac:_ dell"....t ba'or. January 1, nil bear Inter..t .t tha rat. of ,b (6%) ,.rcant par ...... ulcuhted .t . dalb r.t. of ....1... All tu.. which bac:_ daU"....t on or aftar January 1, nil will bear Int.ra.t .t a rata which will v.r, fr. calendar ...r to calender yaar with that rat. announced by the Pi Departaant of Ravenue. The ippllcabl. Intarast rat., for 1,IZ through I'" ar'l V... Intar..t R.t. Dallv Int.ra.t 'ector V... Intar..t Rat, 0011. Inter..t 'ector I,ar rax .000541 1'"7 9X .00lru I9IS 10 .0I0UI 1''''1''1 IIX .OIDSOI 1'" IIX .OIDSOI 1"1 9X .000ru 1915 IIX .00lS56 I"S-I994 7X .0001n 1'" IIX ....", 1"5-1"7 9X .00lru ....Int.'..t I, uloul.tad ., 'ollow,1 llITEIlEIIT . "WeE OF TAlC UNPAIO X IMIIER OF OAU OELI"QUEII1' X DAILY llITEIlEIIT FACTOR ..An, Notice luuad .ft.r the tu bee..s .1Inquant will raflaat .. Interllt calcul.Uon to flit"" US) _s bayond the data of the ...........t. If p,"",t .. ..... .ftar tha Inter..t c-..utatlon data IhOMn on the Notlc., add I tlonel. Inter..t ..sf ba calcul.ted. -:::--~~"--'- " /5-8/- 1./ BU~U OF INDIVIOUAL TAXES INHERITANCE TAX DIVISION DEPT. Zl0601 HARRISBURG, PA 171Za.0601 COHHO~WEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE ~. NOTICE OF INNERITANCE TAX APPRAISEMENT, ALLOWANCE OR OISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX "'.114'''''' III.". W RODERICK GAGNE ESQ PEPPER ETAL 3000 TWO LOGAN SQ PHILA PA 19103 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 10-13-97 BASHORE 12-17-95 21 96-0080 CUMBERLAND 101 E CHARLES Alto.....t R..Ut.d MAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALOND THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .. iiE'y:is'4i-Eii-AFii-iili-:9'ri-iiiificE--oF-iiiHEiiii'ANcE-T"Ai-A-ppRA'isEHEii'i'-,uAL'LowANcE-oli------m-----m DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX CHARLES E FILE NO. 21 96-0080 ACN 101 DATE TAX,RETURN WAS, I I ACCEPTED AS FILED I Xl CHANGED SEE ATTACHED ESTATE OF BASHORE 10-13-97 NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. RooI Eltoto ISchodulo AI III 2. stocko end Bondo ISchodulo BI 121 S. Clololy Hold Stock/Portnorlhlp Intorolt lSchodulo CI lSI ~. Horta8D../Hot.. Receivebl. (Schedul. DJ (4) i. CoIhIBonk Dopolltl/Mllc. PorlonoI Property <Schodulo EI 151 6. Jointly Owned Property lSchodulo FI 161 7. Tronlforl eSchodulo 01 171 I. Total Alioto .00 6.215.87 187.812. DO .00 334 .899.11 .00 391.168. DO III NOTEI To in sur. proper credit to your .ccount, subolt tho uppor portion of thl. far. with your tox po_to 920,094.98 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funer.l Exp.nl../A~. Coata'Hllo. EXP~I.' (Sch.dule H) I') 10. Dobts/Mortgogo Llabllltlos/Llons eSchodulo II 1101 11. Total Doductlons 12. Not Voluo of Tax Roturn 15. Ch.rltabl./Cov.r~.nt.l Bequ..t. (Schedule J) 14. Not Voluo of Estoto SubJoct to Tox 18,928.53 743.00 1111 1121 IISI 1141 Iq.~71 0;:'1 900,423.45 .00 900,423.45 If .n ........nt w.. 1..u.d pr.v1ou.ly, 11n.. 14, 15 .nd/or 16, 17 and 18 will refl.ct f1gur.. that 1nclud. the total of ALL r.turn. .......d to date. ASSESSHENT OF TAX: 15. Aaount of Llno 14 .t Spous.I r.to lIil 16. Aaount of Line 14 t.xabl. at Lino.I/CI.so A r.t. 1161 17. Aaount of Line 14 toxobI. at CoII.t.r.I/CI.lo B r.t. 1171 II. Princip.I Tlx Duo TAX CREDITS: PAYMENT DATE 09-16-96 NOTE: 221,856.28 398,000.00 .00 X. DO. x.06. X .15. 1181 .00 23,880.00 .00 23,880.00 RECEIPT NUI1BER AA146744 DISCDUNT 1" INTEREST/PEN PAID I-I .00 ANOUNT PAID 34,000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 34,000.00 10,120.00CR .00 10,120.00CR I IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN '1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCRI, YDU KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I , I RESERVATIONI E,'at.. of dee~t. dying on or before Dec.~r 12, .9.2 -. l' ~y future lnt.r..t In t~ I..at. I. 'ren.flrred In po.....lon or enjoyaent to CI... I (coll,t,r,l) beneflcl.rla. of the decedent a,t.r the I.plratlon 0' MY ..tat. 'or II'. or 'or ya.r., the C~.lth hereby l.pr..sIY r...rvI, the rlDht to ."r.l.. end ...... tr~.,.r Inheritance T.... at the lewful CI... . (colll',r.l) rat. on eny .uch future lnt.r..t. _11f NOTICEI To fulfill the requlr..-nt. of section 2140 of the Inheritance end [,t,t, 'aN Act, Act 21 of ."5. (72 P.S. helton 9140>. . PAYl'lEHTa DIItech tM top portion of this MoUe. end tublllt .,lth your p.~."t to the Regilt,r of NUh printed on the nVlrs. side. npteka check or ..,.y order Plyebl. tal REGISTER OF MILLS, AGENT REFUND (tA) I A r.fund 0' . t.. credit, WISch .... not r.qullted on the h. Rtturn, ..y be r..,e.'eeI by capleU", en "AppllcaUon for Refund of Pennlylvenla Inheritance end Eat,t, Tax" CREY-I'lS), Appllc.tlon. .r. .v.llabl. .t the Offlc. of the R.gI.t.~ of Will., eny of 'the 25 R.vanu. DI.t~lct Offlc.., a~ by c.lllng the .p.cl.l 24-hou~ en.we~lna ..rvlce nu.ber. for for.. orderlnaa In P.nn.ylvanl. 1-800-562-2051, aut.ld. Penn.ylvanl. and within local H.rrl.burg .t.. (717) 787-8094, TOO' (717) 772-2252 CH..rlng 1~lred Only). aUCTIONS a Any p.rty In Inter..t not ..tllfled with the apprah-.nt, .UOWMC' a~ dh.UowMCa of deduction., or ..........t of t.x Clncludlng dl.count a~ Int.r..t) .. shown on thl. Hatlc. au.t ObJ.ct within 'Ixty (60) day. of r.celpt of thll Notlc. bya --w~lttan prate.t to the PA Dep.~t-.nt of R.venue, Ia.rd of Appe.l., Dept. 281021, "-r~l.bur" PA 17128-1021, OR n.I.ctlon to Mve the ..U.r dIItar.loed .t audit of the KCount of the per.anal repruenbtlvI, OR --~al to the Orphan.' Court. AIlOtN ISTAATlVE CORRECT! DHS I Factual .rror. dl.cov.red on thl. ......eent should be addr....d In wrltl", toa PA Dep.rt....t of R.venue, lure.u of Individual ,...., ATTH, Po.t A.....eent R.vl.w unit, Dept. 210601, H.rrl.bur" PA 17121-0601 Phone (717) 717-6505. S.. P'" 5 of the bookl.t "In.tructlon. for Inherltine' 'ax A.turn for. A..ldent Decedent" CREV-ISOI) for en ..pl~tlon of ~Inl.tratlv.ly corractabl. .rror.. DISCDLIrTa If eny t.. due I, peld vlthln thr.e CS) caland.r .onths aft.r the decedent'. de.th, . flv. p.rcent (5~) dl.count 0' the tax p.ld II eUowed. The ISX tax -.ne.ty non-p.rtlclp.tlon penalty I. coaputed on the tot.l of ~ tax and Int.r..t ......ed, and not p.ld before J~ry II, 1996, the flr.t d.y .ft.~ the and 0' the t.x .-ne.ty p.rlod. Thl. non-p.rtlclp.tlon panIIlty Is appe.lable In the ... aamer and In the the .... tI.. p.rlod .. you would appe.l the lex and Int.,..t that hi. bun ......ed .. Indlc.ted on thll notice. PDlAL TVa INTEJt(STI Int.rut h chargacl beginning '11th first d.y of delinquency, or nine (9) ....th. and one (lJ dey 'rM the d.t. of duth, to the d.te 0' "pant. Ta... which HuM dellnquMt befora JMUlry 1, 19.Z be.r Int.rllt at the nt. a' six (6:0 ptIrClnt pe~ .",.,.,. calcul.ted .t . aUy nta of .000164. AU t.... which bee-. delinquent on and .ft.r January 1, 191Z viii bear Int.r..t .t a r.t. which '1111 v.ry 'roe c.lendar y..r to c.lendar y..r with thet rata announced by the PA DIp.rtaant 0' A.venue. ThI appllcabl' Int.r..t r.t.. for 191Z through 1"7 .rla ' !!!! Intarut R.t. O.llv Intar..t factor !!!r Inllrut R.t. O.llv Int.r..t factor 1912 lOl . Gl05n 1917 'l .aOOl47 1915 lOX .Glooe 1'"-1"1 III .aoonl I'" III ,001501 1"2 9X .aoozu 1915 I~ .a00556 1"5-1994 7l .a0019Z \916' lal .aa0274 1"5-1"7 9X .0DOZ47 ....Inter..t 1. calculated .. 'oU,*u INTEResT . BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR --Anw No'tlCI I,sued aft.r the tax bee... dallnquent .,111 reflact an Inter,.t calculation to ,1ft.... nS) diU bevond the d.t. 0' the .........t. 11 p.pant II ... Ittar the Inter..t cOllPUtaUon data thovn on the Notlce,'llddltlonal Inter..' au.t be calculated. ," REV.147OEX (~041 PROBATE 113G117 ',*, INHERITANCE TAX EXPLANATION OF CHANGES COMMON'MAl TH Of PENNSYlVANIA DEPARTMENT OF REvt:NUE IUfll:lAU W INDMDUAL 'AXlES OEPT 28Ol501 HARRISBURG PA 17t2S.{M1 Charles Bashore ACN 2196.0080 101 SCHEDULE ITEM NO. EXPLANATION OF CHANGES The amount on line 15 does not Include assets passing to a trust or similar arrangement for which a Section 2113 election has not been made (72 P. S. 9113). The reported values of the excluded assets have not been verified by the Department of Revenue. TAX EXAMINER: Bill Lyons PAGE 1 FILE Copy .. ~ -r p .- Q t' ~ -:.. c;: ~ .- ...... r5 t.- " .~.. .' f;', P\ ~'I :3 60: a: Uti ,I '.: r-J "'l 1- ,., f): 1-_. p, ~-J (..)U PIlAPOSE I1f NOTICE I To fulfill the requlre...,t. 0' Section llU (bJ 0' the InherltMC' and hl'l. h. A.t, Aot 21 of I"'. t1l P.I. Section 9145). Pl'ttIEHTI Detach the top portIon of thl. Notle. and .~It with your p.~t to the R.,II'" 0' Will. prlnt.d an thl t.wr.. side. n Kek. check or 110MV' ord.r p.vllbl. tal REGISTER OF MILLS, ADENT. REFl.I4D ICAJI . ,.fund of . ,.. credit "V bl reque.tld by c~l.tlng ~ "Appllcltlon for R.fund of Penn.>>lvlnl. tnhtrltlftCl end [st.t. hw" tREV-UU). Appllcetlon. In .v.IIM.e .t 1M Office ., the ..,ht" of Willi, eny ., thl IS Revenue DI.trlct OfficI' or froe the aap.t'ten'", Z~.hour en.w.rln, ..rvICI ~.r. for for.. ordlrl"ll In Penn,vlY""I. 1.IOO-SU-ZDSO, outtldt PeM.vlv."., Met within lOCI' H.rrhbur, .r.. t1111 717-'''"" TOO' UIl) 77Z"ZUZ CH..r1nt 11IP,'red On.,). OBJECTIONS. An, p.rty In Inter..t not ..,I.,led vlth t~ .......ent of tax .1 ~ on that not Ie. ~.W obJ.ct within II.t, (60) d.WI of r.e.lpt of thl. Hotle. b,l ..wrl.t~ prot... to the PA a.p.rt.ent of R.v~" lo.rd of appe.ll, Dlpt. Z.1021, H.rrl.burl, PA 11".-1011, OR ...IKtlng to h.ve the ..u., d.t.r.ln.d .t ItUdIt of the p.r'OMI 'lpr..~t.tlv., OR n",,'1 to the Orphlln.' Court AlIItIN- IITRlTlVE CORRfCTlONSI FlCtuel .rror. dl.cov.rld on thl. ......lInt .hould be ~rl..ad In writing tOI PA a.p.,t..nt of 'IVenut, au,.1Y of Indlvlduel T...., ATTHI Po.t A.....eent Alvlew unit, Dlpt. 100'01, H.,rl.burl, PI 111'0-0'0', Phone (717) 7.'.6505. I.. p.,. S of thl boOkI.t "In.tructlon. for tnherltenc. T.. R.tyrn for. ...Idlnt Dtctdlnt" (REV-ISOI) for ~ ..plen.tlon of edllnl.tr.tlv.I, cotreetlbl. .rror.. PDCAL TVI ThI IlX t.. ..nt.t, non-p.rtlelp.tlon ptn8lty I. co.,ut.d on thl tot'l 0' the t.. end Int.t..t ........, end net 'lid before Jenu.r, II, I"', thl flr.t d.w .ft.r thl end of thl t.. lInt.t, Pltlod. Thl. non'p.rtl.I'ltl~ penlUr 11 1IPPI.I.bl. In thl .... .anntt end In thl thl ... U.. p.rlod II ,au would ."..1 the t.. MIl Intl,..t thlt h.. been ......ed .. Indle.ted on thl. notlel. IHTERlITI AddltlDnlI Penn.rlvlnl, E.t.t. r.. .......d .. . r..ult 0' . chInI. on thl 'edtr,1 [.t.t. r.. clo.lnt I.tt., bee.... delinquent It thl ..pir.tlon of one (I) tanth frot thl d.t. thl 'IntI notice of thl lner.... In Ftdir.l Elt.tl T.. I, reellvld. T.... which bee... delinquent btfo,. J.,.,tr, I, .,.2 bett Int.,.1t It thl nt. of ... (6)[1 ,.relnt ,., IMUI e.leulltld .t . dill, ,.te of .ooal~. All t.... which bee.. delinquent on or .,t.t JMU.ty I, 1'.' will be.t Int.t... .. . rlt. which ylll vir, frot e.lindlt ,.., to e.lend.t y..r ylth th.t t.t. ~.d by thl PA Dtp.rtllnt 0' R.vanut. ThI ."lletbl. Int.r..t r.t.. fo' I'.' through 1'" It. I '!!!! Int.,II' R... 0.11, tnt.r..t Ftc tot V..r Intl,..t Rlt. Ollh lnt,,"t ,..tor 191' ZOX .OOU4. ItI1 n ....14' .'15 .OX .000451 Itll-I". IIX ...1511 .," \IX .00OJOl .", n .U"'" .915 UX .0aoS56 . "H'" ". .IUlU I'" lOX .000Z7" I"H'" n .1"'''' ..tnt.".. I. cllcul.ted .. follow.. INTEREST . IALANCE OF TAX UNPAID X NUNIER OF DAYI DELINQUENT X DAILY INTtlElT FACTDI "'Anw NoU.. I"ued .".r thl t.. bee.... dtll".,.nt ylll reUtet In Int.,lIt uleui.U.. te 'U.... U') .,. blwond the dlt. 0' thl ......""t. t, PIWllnt I. .Ide .'t.r thl Int.r..t c..,utltlen dlt. thIwn en the NoUc., Iddltlonll Int,,"t ",.t bI c.lculetld. lyP/- ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT {/ '*' BUREAU Of INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. za06G1 HARRISIURG, PA 17121.0601 '(f.IlUU'" In,''1 W RODERICK GAGNE ESQ PEPPER ETAL 3000 TWO LOGAN SQ PHILA PA 19103 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-03-97 BASHORE 12-17-95 21 96-00BO CUMBERLAND 101 AlIOUnt RHUted CHARLES E MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTEl To Jnaur. proper credit to your account, sub.it the upper portion of thla for. with your tax Ply.ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifiy:i6'iif"EX--"Fjl""foi":97y------ii..--iilHERiTANCEuTAX-STAfiliiENT-oTAC:"Couiifuiiiii--uu--------mm- ESTATE OF BASHORE CHARLES E FILE NO.21 96-00BO ACN 101 DATE 11-03-97 THIS STATEHENT IS PROVIDED TD ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE MANED ESTATE. SHOWN BELOW IS A SUHKARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 10-06-97 PRINCIPAL TAX DUE, 23,BBO.00 PAYMENTS (TAX CREDITS), PAYMENT DATE 09-16-96 10-15-97 RECEIPT NUMBER AA146744 REFUND DISCOUNT (+) INTEREST/PEN PAID (-) .00 .00 AMOUNT PAID 34,000.00 10,120.00- . " . .. , TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 23,BBO.00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIDNAL INTEREST. I IF TOTAL DUE IS LESS THAN 11, NG PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I .00 .00 .00 ," , , PAYMENTI DetKh the top portion of thh NotlCI md .w.1t ..lth your Plpent ... plylll., t. t"- ,... ... .,... printed on thre ,.....,.. 11.. If REIIDEHT lIt:tf:DEHT .... chock Dr ..... Drdor p....I. tOI REGISTU 0' WILLI. AGENT. If HO,""tfSIDEHT MCEDENT ..... chKk or RM)' ord., plyllbl, tOI COttttOHW!AL TH 0' 'IHNtVLVAHIA I RE:f\ICD (at) I A refund of . tax crldlt, which .... not rlqUllltect on the Tax .eturn, ..y be ,...,..hll b, ...,..Une In "Appl1cIUm far bft.n:l of P..."ylwnl. InherltMCI Met Elt." fill'" CRtY."IJ), -"1I.,1I1I"l1 .r. tvIIlM., ., the Office of the Regia'., of Will., Iny of the Z3 Revenue Dl.trlot Q"lol' ar I,.. the a.,.,llen", '.'heur In~rl", ..rvlcl ~r. for for.. orderlngl In Penn'Vlvanla 1."1-161-'111, .uti'" ',""IWlvlnll Ind within locII "-rrISbur. .r.. (717) 7.7-1094, TDDI (717) 772-"51 CHllr1nt 1.,.1,.. 11"I1,., REPLV Tar bltlon. regarding "rrorl contained on thl, noUu should be Nelr...ed tll Pi 0.,.,...", If III,.,,,,,,,, Iur... of Indlvldull T...., ATTN. Pa,t '....aaent Revl.w unit, Dept. ""'1, Hlr,I~,., p, 1'1"""1, phene (717) 717-'505. Dlsaurr, If en, ta. due I. paid within th,.. (3) calendar ~th. after thl decedent', ..,th, . 'Iw. ",.on' f..) dl..eun' d. the tu plld 11 .UDlited. PENAL TV. the 15% tu -.nI.tw non-participation panalty I. CDlpUted on thl tot.1 0' thl ,.. end In,.,..t ......... end net paid bI'or. January 1.. 1996, the flr.t day a,t., the end of thl t.. -.nI.ty ,.'1". INTOUT. Int.rllt 11 chIrstad beglml", with 'Irst day of delinquency, or nlM nJ IOftth. 11M ..... IlJ da, I,.. thl dlt. ., dMth, to the dati of P'YHnt. TUII .....1d'1 bee... d.Unquent bI'o,. JlnUlry .. "11 ba.r Int.,..t ., thl ,.t. " .1. (6%) percont per ..... calcul.ted at I dllh rata 0' .0DDI64. AU ..... .....1'" ....... dlU,"","t on oncI ,U., January 1, 1'12 will balr Int.,..t .t . r.t. .....ld'l will v.r, fr.. ..Iendar ,.., ta ..Iender ,..r with thlt ,.t. ~ecI by the PA Dep.,t.."t of Rlvenut. The appllcabl. lnt.,... ,.t.. I., I'" threuth I"' "11 Vur Intl,..t R... Dill, Int.r..t Factor Y..r Int"..t ..t. Doll. In,.,..t ,..to, 19IZ ZlI .DDOM. ""' n .l..,~, I'" 16% .000411 ""'1"1 IU .111111 1914 III .000101 I"Z n .""4' 1915 ISI .000556 1"5'1994 ,~ .Olll" 1916 101 .OOOZ,~ 1"1'1"' ,~ .111147 nlnt.,..t I. calcul.ted .. foUow., IIlTEIlEIIT . IALANCE OF TAX VlIPAID X ~EI OF DAYI DELINQUENT X DAILY IH1'EIIElT FACTOR --Any Hotlc. 1.1UId .ft., the tu bee.... delinquent will "Ileat an Int.,..t 1.lcul.llon to II,tten (11) day. beYOnd the dat. of the ..........t. If pIYMnI II .... .U., thl In,.,..t ......t.llon dat. "*"" on the Notle., Iddltlon.l l"t.r..t IU" be c.lcu1.ted. j --~<........,....,....'\~.._.~'_._-'-" ! , " i ~ I ! I I Z I " , 0 I I I i I i .j i . ~'~.'"'>('~''''''''' ; .{..,~\: ,"'::;.,.. . , , . .Coqllote.... t _"1"'__ .~ IIIn I. 41, ond 411, -PrIne ycu nne nllddtIII on IN,....,.. of IhII bm 10 IhIt we CIn rIIwn WI conIto""" '_lI1IIlonn to.. irani cI" moIlpIooo. "on" bodl N _ _ noc .e;-~+_~_on" maIpIoco below..1ItJcIo runbot, 'TIlo_~"'~I."""""___Md"dat. - 3. AI1lcfe Addt8sMd 10: cqAC,NE \'II. "ROj)~ICK, l!OQ. ONe. CommERCE: .sQ.. UFL. 2.005 ~RKH ~T'J PfhLAl>aPIhA, PA. 191D3 5. Received By: (Pt1nt Name) 11: .--'--"""""-- I 8110 wlsh 10 receive the folIowlng I8MceI (for en .m ,..): 1. Cl Add,....... Add,... 2. Cl Rellrlcllld Delivery Consult postmaster lor IlIe. <4a. ArUcle Number z.- .332- '6 K.3 -01 4b. SeMce Type o Raglllered L Cer1lnlld o Expre.. Mall 0 Insured o Retlm~forMen:ilsnd. 0 coo 7. De 0 .- ;. \. Domestic Return Recelp u . )9--' -- , I, '" 'Z Poslago CotIIIiedFH Speda/~'I'F.. Aos1rideel Ilohoty F.. OIl III Room AocoIpI ShowWlg to - \\110m I Oil. 00_ a RounAocO(llSl-.g._ <( Colt,I Adit....~_ ~ TOTALP....goIFH. $ ~ Poo""",,, 01 DIIo If !e r -':0- .. ...........d, " . , ,~. .....,' h',' , ,. ,".1- 't' ,.\ ( , , r ~ I rl 'oj "', ~~ { . )0 ." 'I ,< y , .. . ~. . r, \ t ' . I.. f (, . , . I .' 0 ...;' .... " . I \' -, -, . 10:' ~ .f .___A .~. fI r... - ~ , ." I , .. . . (BSJ"B/i) ~66~ lI,dlf '009C'\1I10~ Sd: I q Z iH Z '::::' i !~ 15 ~151i 15 'OllJ:t 1 ~i ii :di i gj ~ . ! il !z Pi ~. ~~ r; ~ ll- ;~ ih H Ii . t ii Ii I;! =; ;j H Ii, H HiI illii. ~~ll~ 'i!\;JHZaSIl1Jli ~I ~illi H '.! :.:1 ii I l!-l~~ tlf'"~-i il~ Hi~ I! lf~~m I~ Hi l! i ~ ~ i 1:; ~ ';; KS ..m s. 1! II ~1J; i; !H~ Ii if i. s. i !:~1! ! I ~ ~ ~:rl it u a ~ II B lili!" . ii'" . -. I! ! i. q.j tB q. d I~ ! ~ !; ~. .lI11~ ~~~. ~ .. 1i.7l Ui'5..: NiM~ <<..i..,E.o ; , "j .~ Y" u _...... . \ .. .--'--"-'"--- ."- , , UNITED STATES POSTAL SERV~I! ~ i "M -,' ! 11 c I-F"'l'Il1f.C1"-MIII- . -.. __. . . Postage 6-F_ Pald . . USPS '''--. .- .. Penrll No..Q.l0' I.' v'" ' -. . '. . Print your l11Ib[8.Sld . SS, and ZIP Coos In this box...t._ -=- _ ATTN: V I tl6E Zu..N A- ~I~~ Df WillS I CDll~T>>OU~t::. \SQ ~L1SLE, PA. 1101.3 . 2.I-G\.P-()0~O 1'J'l. 1111111111111111111111111111111111111111111111111111 f,S""I(N...-..<.... . .~ -1 ' ... .. I :.. . f~~ . . J-'. ';'.1- I . , , l _" .# . " ; . . .r ~ " I;l . . -..1 ~". .... t, ' ~ . .,. '. ow' ... 'll ". . II' .1 . r.. \ , .' I.', l\ ' , . .. . ..", . '._ . 'I ., . ,.., .~ i' \. -. ~, . .f '._ Of .". -- - ~.... . -- . ..--' --.I:. ~ -..- ~".",--,. -.-.---- I -r- _.Jff ~- T' '. .1 . .J " , . ......".."""l , F I, I I I I I I 1 I. I; I " I I I I I I' I' 1\ .I, . .-.___ I I , ( , , j. .... ~ I' I I I "j' -,' ~"l , I I . , " , , , , ( I I " ,fl ~-- / lpf' ~ ! t~~/~;/ /5 ..' ~I ;' :~j":/ . t t 1II ,~. I 6~ - ~~ ~!Ji I < :! ~ ,; I :I~~~ , lid I .! I Z' I a: I I . II~~!.. ~~. , 00" , l- ! 0" VI " . 0 :., C'\J ... '"I III ~ 1',""/10'" '.,....;--'~ :;:., , ""ij" ,~ '~.I '-'''I ~t~ ,J\{'\.::-:;r.r.;~ ii~\" D...... , <;> ~ HI ", :r ~, CJ m oQ oQ ru m m N ., . I ~ ~.- .. --.,...-. ~ N "" 'N ;: ~~ ,: ~ ~ . p, .. ! .- ......- , -- , -...- r-' ~ ~ , ,.. l'I o ~ IS! I" I l'.l IS! .. (r .. . <: <10 .' " . , \ . " .; 'Ai ,. . .. ,.,' ,I t- . .~,..' ..\ I t -- . ( I , ,'~. " :. .. ,'-1 , ,~ j',' : , r':' , " '(l ". "'. ~ ':: .i ..r ,~'. f .~,. ~ . o i .' . '. ell!' .-'.1 ,/ I . ~ ~ \, " ~' I, ~ -f .--.. --- , ~ " - -. JAN 6 200~ JRD/June 30, 1992/17858 In Re: Estate of rnARLES E. BlISHORE Late of I.a<lER M,LEN Ta-lNSHIP Estate No.: 21-1996-0080 ORPHANS' COURT DIVISION, COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSVLVANlA No. 1996-0080 NOTICE OF FAILURE TO FILE SfAWS REPORT AND REQUEST TO CONDUCT A HEARING PURSUANf TO RULE 6.12, SUPREME COURT ORPHANS' COURT RULE Personal ReprCSClltative: Counsel for Personal Representative: GAGNE W. ImERICK, ESQ., Date of Decedent's Death: 12-17-1995 Date of Delinquency Notice: 11-5-1999 The undersigned, Mary C. Lewis, Register of Wills. in accordance with Rule 6.12, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division. Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the persooal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its Status Report required by Rule 6.12, Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 6.12, Supreme Court Orphans' Court Rules, was given by the Register of Wills on 11-5-1999 ,19_, and that the ten (10) day notice to file the Status Report has expired. Accordingly, in accordance with Rule 6.12 the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or cou r the delinquent personal representative. Date: 1-4..2000 Distribution: Personal Representative Counsel for Personal Representative Estate File ~' U e1'3 V1' A HEARIOO IS SCHEDULED FOR J 7.,,;JmJ IN 1.' () JJ-..4J'I 1'a . CXXJRl'RXH 00. 3. IF mE Sfl'\ rom: IS' FILm PRIOR 'lU THE HEARIOO lY\TE, THE HEARIOO WILL JIllTCMATICALLY BECANCELLEO. -- ,,--,_' i" ! , '" i , .. . .. I.. f ,\ .. , .' . " ~' ..... , I '/ I r. i t' . J \ ", P,' ~ ,~. .. -, .f lit___.__ y .....-.- f -- r'o' .._-~ -0--""""""" ...~.J" ~_ ;-. _.,__,,'r.~... -- I _..,..- ~ J , ----..- ~.,.......,.. ! I t ~ ~ Io.l ~ :c fIl8 u wl;;- tn. ~we ~~ :>1::0; ... OfllZ ~t<~Q~ !i~8~i:i _1.1: z ~~Q~~ <l:~ r;w": =~ 8~x r:i :;!x~ '-tJ gw g: w3 Io.l x ~ .. Ul Vl :l o :I: ~ ffi5Ul l? 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