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"his is \0 certify Ih"t lhe inl"rl11,lIilln Ill'rc gin'" i, llllln Ii}' '''1'"',\11''111 "n IIrigin.II (cllifi,,"e "I .bllh ,.'"Iy lill-" with
\'0<.\ RegiSlr.r, The nrigi"'ll (ercilil:lll' will he furw",.""I,u the Sl;lIl' Vil.Ii Hl'l",.b Olllle I"r I'ernl.lncntl,hng,
WARNING: It Is \IIegat to duplicate this copy by photostat or photograph,
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COMMOHWI!ALTHOF PENNSVLVANIA' DEPARTMENT OF ttl!AUH . VITAL RECORDS
CERTIFICATE OF DEATH
'...
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~ylvia rt, ~hultz
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Carl1sls.
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carlisle
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IJISr WIIL AND TES'l7IME1ll'
OF
SYJNIA R. SHUIJrZ
I, SYLVIA R. SHUIJrZ, amiJerlan:l cnmty, Pennsylvania, bei.rx1 of
scum and di~in:J mind, 1IlE!IlY:ll:y and Ul'lClerstan:li, do hereby make, publish
and declare this as and for rrr;{ last Will arxi Testament, hereby revoJdn;J all
other wUls arxi codicils heretofore made by me.
FIRST
I direct the payment of rrr;{ debts arxi the expenses of my last
illness arxi funeral fran my estate as soon after my death as conveniently may
be done.
F\1rther, in this c:onnection, I authorize rrr;{ personal
letJlasentative to expend funis fran rrr;{ estate, in such ano.mt as my personal
lepresentative shall consider ~""ry arxi desirable for the pm::hase,
erectiCll and inscriptiCll of a suitable marker for rrr;{ grave.
SEXnID
I give, devise arxi bequeath my entire estate of \</hatever nature or
..merever situate to rrr;{ son, ROBERI' A. WARNER, SR., if he shall survive me by
thirty (30) days. Should rrr;{ son, OOBERI', prw""l"''''';'''''' me or fail to survive me
by thirty (30) days, then I give, devise arxi bequeath all of rrr;{ estate of
Watever nature or whereVer situate unto his children, ROBERI' A. WARNER, JR.,
JIbU'rl K. WARNER, VIcroRIA R. D7\VIS, arxi CXlNSTANCE L. l'JJn:t;I(, in equal shares,
per stiJ:pes.
'lHIRD
I naninate, constitute an:l appoint rrrj son, R>BER1' A. WARNER, SR.,
as Executor ot this rrrj last will an:l Testament. Should rrrj said son, R>BER1',
tail to so serve tor any reasal, I appoint his children, R>BER1' A. WARNER,
JR., J~ K. WARNER, VIcroRIA R. IY\VIS, an:l cx:NSTANCE L. Wl'U:;K, Co-
Exeo1tors ot this rrrj last will an:l Testament. I relieve rrrj personal
l~3SH.tative frail the I'lP....''''''ity of pc:l!Itin} security in OOI1llElCtion with
his/their duties as such in any jurisdiction in which he/they may be called
upon to act insofar as I am able by law to do so.
FOORlH
In additiCll to the powers conferred by law, I authorize rrrj
Executor(s) in his/their absolute discretion:
A. To retain in the form received, an:l to sell either at pmlic
or private sale any real or personal property.
B. To manage real estate.
c. To invest an:l reinvest in all forms of property without bein;J
confined to legal investments, an:l witho.1t regani to the principal of
diversification.
D. To exercise any option or rights arisin;J fran ownership of
i.rM::at.-.lts .
E. To .......t'l....,.ise claims withem: court aFProval, an:l witho.1t the
consent of arry beneficiary.
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COMMONWUUH O' PfNNSYlYAHIA
Df'AITMfHT O' I!YENU(
OE'1,210601
HAl.lltUIO,'A 1712.4601
H' AM (lA . IItS. AND MID l
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
PILI HUMI.I
1996-00129
2196-0129
C'
Shultz, Sylvia R,
IAl CUIIII V HUMin
204-03-2679
OAf( Of Of A H
1/24/96
o 2,
COUNry COOE
O(UDEN' cOMPun'AoDRuS
YEA~
NUMBER
DATI Of StRTH
4/19/17
858 W. North Street
Carlisle, PA 17013
COUII'r
Supplemental Return
_Cumberlanrl
[] 3, Remaindor Relurn
(far dale. of dealh prior 10 12,13,821
o 5, Federal Ellale Tax
R,rurn Required
_ 8. TOlol Numb., of Sof. Deposit 80x"
..~
17 West South Street
Carlisle, PA 17013
(11)
(12)
(13)
(141 ---96,.60L.31
96,607.31___,_x ,06= 5,796.44
76,815.87
47,284.22
( 6)
(7)
2,000.00
(10) 25,492.78
(15)
(16)-___,
Int.r.,'
( 81
124,100.09
o A. Limited eltale [I Aa, Future Inl.r..t Compromise
(far dalel of dealh alter 12.12,82)
o 6. Oecedenl Died T..tat. 0 7, Decedenl Mainlained a living TruI'
(Alloch co y of Willi (Alloch copy of Trulll
AU. COllllPONDlNCI AND CONPIDIHTlAL TAX INFORMAnON SHOULD al DlRICTID TO.
HAM M'l MAlliN AD R
~ 1. Original R.turn
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Robert L. O'Brien, Esquire
H N M .
27,492.78
96,607.31
__x,IS=
(171
---- + _.,,---,-,--- ---'----
19. If line 18 is great.r than line 17, enle, lhe diff,rence on line 19. This is ,he OVERPAYMENT.
IiID
20. If line 17 is greater thon line 18, enler the difference on line 20. This is the TAX DUE.
A. Enl.r ,he inlere" on ,he balance due on line 20A.
B, Enler Ihe 10101 a' line 20 and 20A on line 20B, Thil " Ihe BALANCE DUE,
Make Check Payable 101 Regl'Ie, of Will.. Age.I
. ..1 SURI TO ANSWER ALL QUESnONS ON REVIISE SIDI AND TO RECHECK MATH....
Under penalti., 01 perjury, I dedo,. thol I ha.... uomin,d this "'urn, including accompanying uh.dultl and ,Ialtmlnh, Dnd to ,h. bl,1 of my ~nowl.dg. and hll.f,
it is tru., corred and comple'e. I declor. thol all ,eol.,toll has been reporled 01 true mark.t yolulI, Declaration 0' pr.por.' other than the plrsonal r.pr...ntoti.... is
bos.d on 011 information a' which pr.por.r hos any knowledge,
NRl,tON'''"fOR''''N .. URN .00.... ~~..-..M l'lO\,3 ~.r~I2319fo
I N U
249-6873
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1. Real Ellale (Schedule AI ( 1)
2, Slach and 80ndl (Schedule 8) ( 2)
3, Clalely Held Slack/Partnership Inlerell(Schedule q (3)
4, Mortgage. and Nole. Receivable (Schedule D) ( 41
5. Cosh\,Bank Oeposih & Miscellaneoul Personal Property{ 5)
(Sc edule E)
6, Joinlly Owned Property (Schedule F)
7, Tron.f... (Schedule G) (Schedule l)
8, Talol Gro.. A..e" (10101 line. 1'7)
9, Funerol bplnse', Adminhtrolive COlts, Miscellaneous ( 9)
Expenlel (Schedule H)
10, Deb". Mortgage Liabililies. lien. (Schedule II
11. Talal Dedudion'(lolallines 9 & 10)
12, Nel Value a' Ellale(line 8 minulline II)
13, Chorilable and Ga,ernmenlal Bequell.(Schedule J)
14, Nel Value SubJect 10 Tax (line 12 minu.line 13)
15. Amount of line 14 taxable 01 6% rat.
(Inelude values from Schedule K or Schedule M,)
16. Amount of line 1A laxobl, 01 15% rote
(Include value. from Schedule K or Schedule M,)
17, P,incipollax due (Add lax f,om line 15 and from line 16,1
18. C,.dill Prior Payments DiiCounl
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Check here if you oro roquesting a rofund of your ovorpaymont.
(18)
(191
(20) __5. 7J16.~4.4
(20AI,,_________
(20B) __,_____,
.
UV,lS02lX+ 112..SI
~
COMMONWIALTH O' '!NNSYlVANIA
IHHUITAHCI TAX llW.N
OUIOI"! OICIOI"!
ISTATI OP FILE NUMBER
Shultz, Sylvia R. 1996- 00129
(Property iolntly-ownod with Righi of Survlvonhlp mu.t be dl.c1o.od on Schodulo FI All ,oalo.tato .hould bo ,opo,tod at fal, ma,kot valuo
which I. donnod a. tho p,lco at which proporty would bo o..hangod betwoon a willing buyo, and a willing '0110', noltho, bolng compellod
to bu a, ,011. beth having roa.onablo knowlodgo of tho rolovant foet..
SCHEDULE A
REAL ESTATE
ITEM
NUMBER
"
VALUE AT DATE
OF DEATH
DESCRIPTION
858 W. NOrth Street, Carlisle, PA 17013
76,815.87
576,815.87
TOTAL AI.o onlo' on IIno '. Roea lIulatlan
(II ma,o .paco i. nooJod, in.orl addifiana,.hoo" a'.amo dro,)
.11\luotIJe,f'J.I1J
~
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
COMMONWfAlfH 0' ,eNNSYLVANIA
IHHllfTAHCI 'AX InulN
II"DlNT DlelOINT
ESTATE OF
Shultz, Sylvia R.
(All _rty Ioln'i-t-M4 wi'" ,... Ilgh' of 5vrYl_.hlp IOv,l ... 41..1..... ... 5,"'4.10 ')
Plea.. Print ar T e
.
FILE NUMBER
1996-00129
ITEM
NUMBER
I
2.
3.
4.
5.
6.
DESCRIPTION
Meridian Checking Act n 4831657
Meridian Money Market Act 3242-8924
Travel trailer
Home furnishings
York Federal CD n 10-137888
1976 Pontiac automobile
IAttach additional 8'r\- JC 11- ,h..'t if mor. 'pac. it n..ded,t
VALUE AT
DATE OF DEATH
3,376.60
10,027.01
9,000.00
846.51
23,784.10
250.00
I.
S 47 284.22
.
,
...;....-------.
UY.UIIU: 11-161
-!~
COMMONWEALTH Of PlNNSnVANlA
IHHUITANCf TAX UTUIH
IUIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
~
mATI OF
Shultz, Sylvia R.
ITEM
NUMBER
A. Funeral Expen.."
1,
Plea.e Print or Tvpe
FILE NUMBER
1996-00129
DESCRIPTION
AMOUNT
B.
Admlnlmatlve Costs:
1.
Penonal Representative Commission.
Social Security Number 01 Personal Repre..nlatlve:
Vear Comml.sion. paid
2, A"orney Foo.
3,
Family Exemption
Claimant
Relatlon.hip
Address 01 Oalmant at decedent'. daath
Stroot Addre..
City
State
Zip Code
4,
Probate Foos
C.
MllCellaneou. Expen....
1.
Reserve for additional attorney fees, federal, state and
local income taxes, additional probate fees
2,000.00'
TOTAL (Also enler on line 9, Reeapilulalion)
(If m.... spa.. I. needed, Insert additional sheet. 01 .ame sl.e)
S 2 000.00
ITEM It DATE DESCRIPTION AMOUNT
21. 4/1 Dauphin Deposit - loan 4,367.79
payoff
22. 4/25 PP&L 47.98
23. 4/25 Carlisle Borough 11. 82
24. 4/25 Carlisle Ambulance 99.99
25. 4/25 Postmaster 6.40
26. 4/25 Sentinel ad for Camper 20.56
27. 4/25 Allstate Insurance Camper 72.00
28. 5/8 United Telephone 30.42
29. 5/8 Rob O'Brien - Attorney 636.39
Fees
30. 5/9 Gilbert Pest - 55.00
certification
31. 5/10 Patriot News 24.80
32. 5/10 ERA - Appraisal 125.00
33. 5/17 Chris 178.10
34. 5/23 Joe Warner - rental 350.00
expense camper
35. 5/27 Leisure Point - rental 1,450.00
expenses
36. 5/31 R.J. Gettle 179.70
37. 6/4 United Telephone 36.97
38. 6/4 PP&L 44.87
39. 6/4 Carlisle Borough 11. 82
40. 6/9 Sandra Kazor 19.00
ITEM * DATE DESCRIPTION AMOUNT
41. 6/21 Commonwealth of PA 27.00
42. 6/21 Sollenbergers 30.50
43. 6/21 Williams Ins - Camper 250.00
44. 6/21 Carlisle Memorial 75.00
45. 6/21 PP&L 38.44
46. 6/24 United Telephone 10.96
47. 6/24 PP&L 6.08
48. 6/24 York Federal Savings & 14,794.53
Loan Association - Payoff
Loan * 090-856962
TOTAL EXPENSES 25,492.78
CHI No. 2502,0265
. U.I. DEPAIIllIElr or IIOUSIIG NIl ..1M DEYELlI'IlElr I. TYPE or LOAlI
SErrLEMrNr SrArEMrlr
1. N FHA 2, II FHItA 3, II COIIV. UNINS.
4. II VA 5. II COIIV INS.
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" 6, FILE NUHBER: 7. LOAN N""BER:
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I. HORlGAGE INS, CASE NO,:
mtE: Thl. fOnl II furnished to give you . statement of actual .ettlement COltl. Mlou1t. pold 10 ond by the
'Ittlement agent .r. shown. Items marked "(p.o.c.)" were paid outside the Closing; they .r. shown her. for
Infor~tfonal purpose. and ere not Included In the totatl.
D. IWE or IllIIIIIEI, DELI CREATIONS 601 WEST LOU'l'IIER STREET
CARLISLE,PA 17013
E. IWE or SELLU: THE ESTATE OF SYLVIA R. SHULTl
f. IWE or lEJIlEI: CASH
c. PIIOPEITY 858 WEST NORTH STREET
LOCAlIlIl: CARLISLE, PA
I. SETYlDlEIIr AGEIT: ROBERT L. O'BRIEN
PLACE or SETTLEMrIT: 17 WEST SOUTH STREET (717) 249-6873
"II~.T~.~ PA '7n,,\
I. SETTLEIlElIT DATE: 0';-24-96
J. _Y or "IIOII:I'S TRAlSAClIlIl l. _, OF SELLER'S TRAJI$AClIlIl
lOll. GlOSS ~T DIE fIOl _IIOII:R: 00. QIOSS NUJlT DIE TO SELLER:
101, Contr.ct ..1.. orle. 70 nnn, 001401. Contr.ct .01.. orlc. 7A,nnn,nf
102. P.roonol Prooertv 02. P.r.onol PrOllOrtv
103. s.ttleoont eh.ro.. to borrow.r (1Ine1400) l,lA7,Or 03,
104. 04.
105. 05.
Adhat-.t. for It_ bOld bv ..1I.r In odvonc. Adhat_t. for It_ 1llI1d by ..II.r In orlvonc.
106. Cltv/town tlx to 06, CI tV/toWll Ux to
107. COUltv tox ';/24 to 12/'11 ,n",Ol 07. C"'-"tv t.x (:,/24 to '7/11 1n1,n,
108. A....~t. to 08. Assessments to
109. TV (:,/74 TO 6/30 " a7 09. IL TX 6/24 TO "/'\n , 1 0'
110. 10.
111. 11,
112. Lt.12.
120. GlOSS ~T DIE FRIll IIlJlIlOll:R ~7Q,7Q",Q1 1420. QIOSS NUJlT DIE TO SELLER ~7A 11d 0'
200. ~lS PAID IY III 'I MIlALF or _110II:1: 500. REllUCTHIIS IN NUJlT DIE SELLEI:
201. O.DO.lt or .orne.t ononev 7, Ann. nn1501. Exc... d'DOslt (s.. Instruction.)
202. PrlnelDAl """""t 01 new 100nC.) 502. S.ttlement choro.s to ..Il.r Cline 1400' ., lAd'
203. Exl.tln. loon..) token .ubl.et to "'03, Exhtlna toonCs) tok.n .ubl.ct to
204. 504, P.voff 01 Ilrll morto.a. la.n
205, 505. povott at "cond marto.o. laon
206. 506. 7, Ann, nl
207. 07,
201. 501.
209. 09,
AdJlat-.ts fO<' It_ ......Id by ..lIor Adlust_t. 10<' It_ ......Id by .oller
210. Cltvltown Ux to 10, Cltv/tawn t.. to
211. COUltv t.x to 1,. C"'-"tv tox to
212. A........t. to 512. A.I,.ament. to
213. 13,
214. 14.
215. 15,
216. 16,
217. 517.
211. 11.
219. 19.
220. TOTAL PAID IT/Fill IIlJlIlOll:R: ~7,Ann,nn 520. TOTAL IEDUClIlIlS DUE SELLEI, tlo DOA,l'
300. CASll AT SETTLDlEI' FRIIl/TO "110II:1: It.on. CASK AT SETTLEMrNT TO/FIlii SnLEI,
301. Oro.. -.nt '*'" IrOll borr_rlllne 1201 70 "0" O.,lI.nl. Gro.. """""'t '*'" to ..lIer lllnt 410' ~lUQ~
302. L... ......,t oold bvlfor borrow.r( Ilne220) 7, Ann, nnl602, L... redJc:tlon """""t '*'" ..lIerlllnt~10' Ii- ani 1
303. CASll ( IX rRlll ) ( D TD ) _110II:1: $71,496.93 1w3. CAS" ( 1IJ TO ) ( II rRlll ) snlU,1 $69, l30.8!
MUD.l S.ttl....t Stotement ..,PO ...olv.r (t.)
Itv. 5.Bll HIIl,1 (3'Il6)
Plat 1 .rlrA, "I 4)05,2
'105.
tooo. IUUVfS ll(I'OSIIED UII" LEIIlEl,
1001. "lIord Insuronc:.
1002. Morteagl Insurance
1003. Clly properly I....
1004. Counly properly I....
1005. Annuel "Ie.~nt.
1006. Flood Insurone.
1007.
tOOl!.
1100. IIILE CHAlCES:
1101. S.llleoonl or clo.lng fee 10
1102. Abslracl or 1111. ...reh 10
1103. 11110 ....Inollon 10
1101. 11110 lnourone. binder 10
\105. Ooc:.-.I llC'....r.llon 10
\106. Nol.ry f.u 10 CAS II
\107. Allornay'. f... 10 0' BRIEN BARIC & SCIIERER
(Include. .bove II.... NlJlber.: 1101-1105
\108. 11 tl. Insuronc:o 10
(Include. .bov. II.... NlJlbero:
1109. lender'. coveragt S
1110. Owner'. cover... ,
1111.
1112.
1113.
1200. llOVEIIK.I IElDlOlNG AlII lRANS'EI CItAIlCES:
1201. I.cordlng f..., D.ed , 12.00 :"orl.o..'
1202. Clly/eounly lu/.I"""" Deed' 780.00 :"0<1.0.. ,
1203. Sial. lu/.I""",: Deed' 780.00 :"orl.o.. ,
1201.
1205.
1300. IIIlDIlIIJW. SEIlLEIlU' CItAIlCES:
1301. Survey 10
1302. P..I lnopecllon 10
1303. CARLISLE BOROUGH Wl\'l'ER DEI'AR'l'MEN'l' (AC'!, 34291
1301.>>OBIN SOLLENBERGER l'AX COLLECTOR f 96 CTY /l'WI'\
1305.
,iuIUI ClAlCEI
J. lOlAl IAlU/IIOrEI'I lDIIISSIIII:
IAIlD III PRICE, , a
Dlvlll.., 0' c_llIl.., Cllne 700) H foil....,
701. , 10
702. , 10
703. C_llllon lleld 01 ..Itl....nl
704.
800. IJEIlS PAIAlLE IN cam:CIIIII UIII LOM,
801. Loon Orlglnollon f.. X
802. Loon DI.counl X
803. Appr.I.., ,.. 10'
804. credll Reporl 10'
805. Lender'. IIlI""cllon ,..
1106. IlorlRlI1Io Insurone. .oollc.Uon fee 10
807. A.;;;;tlon f..
808.
809.
810.
8\1.
900. IJEIlS IEllJllOl IY LEIIlU 10 IE PAID IN ADVANCE,
901. Interelt Iro. to g S
902. Kortg.g. Insurance pretlhn for 1M. to
903. Hlllrd Insurance pr~lum ror yr.. to
904. flood lnouronc:. Pr..luo for yr.. 10
month. a ,
monlh. g ,
monlh. a ,
month! ill S
month. g ,
monlh. a ,
monlh. a ,
IllOnlh. a ,
x- $
PAID 'ROIl
gORROUER'S
'UNDS
Ar
SElIlE"EN'
.00
Idoy
per month
per monlh
per month
per month
per IIlOIIth
per ,"""Ih
per monlh
per month
390.00
....,'.,....'.....,.,..',.,.."
...,-....0>....,...,.,...,
....,'.......'..":..,:.'..,'........'..,
R",
;hlease S
12.02
780.00
PAID /ROIl
SELLER'S
'UNDS
AI
SEIlLE"ENI
"11
'111
~
4.00
175.00
...'..,.,..,..,...:..-...._'.'.'..
".. ...,:,...,'....,...,...,-..,...'..,'.~:.:.'...
"":'-
........... .....'...-
..,.,.,.'-......:...'....-.........,....'.'..
......... ....,..........,.
.'.,..:..,v..,:....,...,..:.:.:...:,.,..','...,',.....
780.00
_21. 8~
203.31
1400. IOTAl SEllLEIlUI CtIARCES: (Enl.r on line 103, Secllon J .d II... 502. Secllon I)
!:I.Jj!2.00 !:I 184.13
I hive clr'fully r,vlewed the MUD-1 Settl~nt Stetrment end to the best 0' ~ knowl~e end belief, It I. I true nnd eccurete
Itlteeent of III ncelptfl 100 dlllbur!l""'M'nU ~ on ffr'/ ICComt or by me In this transact Ion. I further cert If.,. thet I hive
r...lved . eopy of Ih. MUD-I S.lllemenl SI.lemenl
.4~ -'
lorrowr
S.1I
\ '.;2C" .
ccd:.or( ('^- ' A--;h ( ')(/.)
'h. MUD.1 Settle.tnt Stetement which I hlv, pr.~rPd 1.1 trUf 100 eccur.te ICCount of thl. trln~ftctlon. I have (RUled or wll'
eMII. the flllda to ~ dl.bJnPd In accordance with this Itltt~nt.
ROBERT L. O'BRIEN
06-24-96
Dett
_'Ill. It II. crl... 10 .nowlngly..... f.,l.. .1.1....!'I. ~o, I~~ Unlled_~t~..~_on Ihl. or .OY ~lh.r_._".II.r for., PtnlIltl..
,
,~,~
;,.;;.~';';';::''.:;,;,~.::'~~~:'~,., ~;,;,~'" ....-~-'
. .
rr:
JIJL 10' ~6
13:14 No.019 P.04
lr~ral
SYLVIA R SHULTZ
658 W NORTH STREET
CARLISLE PA 17013. 1743
Re: Loan 111045000274
APRIL 3, 1996
Doar Loan Customer:
Enclosed pleoso find tho canceled documents pertaining to your loan that was paid
off on 03/20/96 in the amount of $14794.53. Please keep them in a safe place for
future referancD.
Should you have a need to borrow eddltlonal funds in the future, please conlacl your
locel branch office or our Customer Service Department at (717) 849.2700 or
18001 222.YFED during normal business hours. Wo at York Federal look forward to
serving 011 of your financial needs,
Thank you for your valued petronage.
Sinceraly.
~ P.x'J..J.' 'trla"}." '>
Bev Martin
Consumer Loan Servic8r
Consumer Loan Servicing Department
enclosurels
101 S. civo/glt S',
\'/lIIl.PA mal
717' 81G' 8777
"/W I ?~? YFtu
IAST WILL AND TE'Sl'J\MENl'
OF
SYLVIA R. SHlJLTl
~
I, SYLVIA R. SHlJLTl, ~lan:! County, Pennsylvania, beirq of
sound an:! disposirq mirxl., meroory an:! un:l.erstarxiin, do hereby make, p,lblish
an:! declare this as ard for my last will an:! Testarrent, hereby revokin:1 all
other wills an:! codicils heretofore made by me.
FIRST
I direct the payment of my debts an:! the expenses of my last
illness an:! funeral f= my estate as soon after my death as conveniently may
be done.
Fur'"..her, in this connection, I authorize my personal
representative to experx:l fun::Is from my estate, in such arrount as my personal
representative shall consider necessary an:! desirable for the purchase,
erection ard inscription of a suitable marker for my grave.
SEmND
I give, devise an:! bequeath my entire estate of Watever nature or
wherever situate to my son, !<OBERT A. WARNER, SR., if he shall SUIVive me by
thirty (30) days. Should my son, !<OBERT, precl""'''''''''' me or fail to SUIVive me
by thirty (30) days, then I give, devise an:! bequeath all of my estate of
I
I
'I JOSE:FH K. WARNER, VIC1tlRIA R. IY\VIS, an:! CONSTANCE L. l1Jl'U.I(, in equal shares,
.1
Watever nature or 1Ohe.."'6Ver situate unco his c:u.lclren, !<OBERT A. WARNER, JR.,
per stirpes.
;
"
~ i
'.
"
II
.
~'y ",. ~. ".' ~rr~r.:-~w!'-~~=\~'':.:.'':":' ~'--.
",,<. ,r." ~. ."'. ~_g
.- .~ . . . ", ,-. ,
'- ~~~. r'...,.....----......~.-'
':' ~r- -, -. '.
;c.\....'--
'!HmO
I ncminate, constitute and appoint rrrj son, ROBERI' A. WARNER, SR.,
as Executor of this rrrj tast will and Testament. Should rrrj said son, ROBERI',
fail to so serve for any reason, I appoint his children, ROBERI' A. WARNER,
JR., JC\SEEIH K. WARNER, VIC'roRIA R. IY\VIS, and CXlNS'l'WCE L. Wl'l'l:.K, co-
Executors of this rrrj last will and Testament. I relieve rrrj personal
representative from the necessity of postirg security in connection with
his/their duties as such in any jurisdiction in which he/they may be called
upon to act insofar as I am able by law to do so.
FOORlH
In addition to the powers conferred by law, I authorize rrrj
Executor(s) in his/their absolute discretion:
A. To retain in the forn received, and to sell either at public
or private sale any real or personal property.
B. To manage real estate.
C. To invest and reinvest in all foms of property without beirg
confined to legal investments, and without regard to the principal of
diversification.
D. To exercise any option or rights arisirg from a.mership of
investments .
E. To compromise claill'.s without court approval, and without the
consent of any beneficiary.
.J:"4.
:.'r'!- 'Uo..
c ___,' _~_ .....
.'._.....~'
. "0. _.._ _'~
.... . . !;..\,..../
...'~...."._40
..-. - 't.
+----, .
m WI'lNE'SS WHERmF, I have hereunto set my hard ani seal to this,
my Last will ani Testmnent, ccnsisting ot three CJ} typewritten pages, the
tir.lt two (2) which bear 'M'f signature in the margin tor the purpose ot
identitication, this the /31; ~ clay of /Y.' <J-1 ' 1994.
4 f_; , & .1L/-j (SFAL)
SYLVIA R. SHUlll'Z
Signed, sealed, published ani declared by the above named SYLVIA
R. SHtlIlI'Z, as am for her last Will am Tesl:ament, in the presence of us, lOtIo,
at her request, in her sight am presence, arxi in the sight ani presence of
each other, have hereunto subscribed our names as witnesses.
7t-o~~. .
ADDRESS 1 ~ ~ CJa.-'V.J,,J.lceSi...lk- Ww-k PA
;
,
I
, 1
1L 'ih' ':1
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q~- ,~, ~/l/llr 2? /J~ ~~!
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. "". l-' 1:-/ 1(./ .....','-"t,cc:.ADDRESS
:.
, -~
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----. --........ -.
"
, -
.1" .t.~l~~:., f~ ,;'~t'8WlAt,Wt:tif\~''2:fij;::;~'k~~-''ir~.' ;';j/:[., ",'t-~~ -+oj":"' '"'~:-,~i::-,~,!:~~t;:l:~~~','.y~l..' ;'f!.::(: "r':i~.'~;:,-.";'-;":'};,\"'l,:,' (.".~' 1,;.\' ,.,j.t :~~ ):[@Jj...'t~J.{!;:~~?~'J
.. ' COMMa' 'I'U'Or._~. ".~I'A .i\4.,,,.......,q d ~.." ~~. VI"",
~ i :' , '!I[I.' i ,y,", -~".,'f..,:~',r,;': """<;:.,,,,;:-';,;o'!b..~, ",tl\ ,," '-,j
· 1<:" "...~,;; ",,"... ""'m ."l.. ", . , ....,,:. ".', '",.\?:.(!r.','I'?i'.'k,;"i,.;f.'il\!'.1r;.,oi"?": , :."
""!i! ,'~. , .01 fHi '.r>.'t ';\/~\''',",'''r;'''''''''t(''~:>!':;!'''Y' ,i
,,~~~tfi~,,:;.~~~ ""~'!"""" .,.,.."."J\...\.."lj;~""!,"',l;li#.",, '1?J~fY' ',~\i'~::~j_,'''/ I
pt'., '''ID.'' INHDlTANCI',u'D .......NTAX.,. ;~'~""''''{'', "'I'.
..... 'i'" -" -. .' .~.,. ,...,,""" "...l.r.._.,.,...., .'.. ., ..,.."..- . _ ......... ,_'. ,..~~ ':~!""t!'III!I,... ", ..J~;..",7!.....:.... ~.:'.'.~....,.... :i..
O'BRIEN ROBERT L
17 W. SOUTH STREET
ACN \
& ASSESSMENT m AMOUNT
CONTROL
NUMBER
Ivl .;:)""'O.Cf&f
RECEIVED FROM.
CARLISLE, PA 17013
ESTATE INfORMAnON.
!I fiLE NUMBER
U 21-1996-0129
!I NAME Of DECEDENT (lAST)
1;1 SHUL TZ SYLVIA R
II E Of PAYMENT
EJ POSTMARK D4TE
COUNTY
SSN 204-03-2679
(FIRST) (MI)
CUMBERLAND
DATE Of DEATH
ROBERT L O'BRIEN ESQ
m
1
.~.796.44 j
vz
( / ,,' I
' I" , ,
RECEIVED BY I li,;. u ,,'-/. J ,Ol-1J I
MARY C. LEW;S ' 11:}/IIP,/Ij!f}_',
REGISTER OF WILLS '. '
TOTAL AMOUNT PAID
REMARKS
SEAL
CHECKlI 3417
REGISTER OF WILLS
--------------------------~---~n
' ,
,
t, '
r.:'
~
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.-... n.
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..
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r
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6- fLl-q
BUREAU OF INOIVIDUAL TARES
INHERITANCE TAX DIVISION
D[PT. Z10601
HlRAISBURG, Pi 171ll-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
C---
*'
NOTICE OF INHERITANCE TAR
APPRAISEHENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAR
....1"'11'" "'-tU
ROBERT L OBRIEN
17 W SOUTH ST
CARLISLE
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
10-28-96
SHULTZ
01-24-96
21 96-0129
CUMBERLAND
101
R
SYLVIA
ESQ
AMunt R..ltted
PA 17013
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiili:is47"EX-liiip"107":9r.Y"iioricni,;uiNHEiiiTAifci-rAX-A-pjiiiiiisEiliiir-;-liLDiwANci"oliu----"..---m-"
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF SHULTZ SYLVIA R FILE NO. 21 96-0129 ACN 101 DATE 10-28-96
TAR RETURN WAS. (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
I, RooI Eototo (Schedulo Al
2. Stocko end Bond. (Schedulo BI
5, Clo.oly Hold Stock/Portner.hip Intor..t (Schedulo CI
~. Hort_.lNoto. Rocohoblo ISchodulo DI
5. Caah/8.nk Depolit./HiIC. Parlonal Property ISchedul. E)
6, Jointly Owned Property (Schedulo FI
7. Tron.for. ISchodulo 01
8, Totol A..ot.
I CHANGED
76,815,87
,00
,00
,00
47.284,22
,00
,00
(81
III
(21
(51
(~)
IS)
(6)
(71
HOTE: To inlure proper
cradit to your account,
lub.lt the upper portion
of thi. foro with your
tax pay.ent.
124.100,09
APPROVED DEDUCTIONS AND EXEMPTIONS I
2,000,00
9. funeral E)(p~.../Ad.. COltl'HiIC. Expen... (Schedule H) I')
la, Debh/Hodg.go llobllitio./Li.n. ISch.dulo I) 1101 25,492,78
11, Totol D.duction. (111
12, Not V.lue of T.x R.turn (121
IS, Ch.ritoblo/Gov.rnoont.l Boquo.t. (Schodul. J) 1151
l~, Not V.lue of E.toto SubJoct to Tox Il~)
NOTEI If.n ......mBnt w.. i..uBd prBviou.ly, linB. 14, IS .nd/or 16, 17 .nd 18 will
rBfllct figurB. th.t includB thB tot.l of ALL rBturn. ...B..Bd to d.tB.
ASSESSMENT OF TAXI
15, Aaount of Lino l~ ot Spou.ol roto 1151
16. Aaount of Lin. 14 to.obl. .t Lin.ol/Clo.. A rot. 1161
17, Aaount of Line l~ to.obl. ot Collot.rol/Cl... B rot. (171
18, Principol Tox Duo
'7.GQ'7R
96.607,31
,00
96.607,31
,00 R ,00.
96.607,31 R ,06.
,00 R ,15.
118)
.00
5.796,44
,00
5.796,44
TAX CREDITS I
PAYHENT
DATE
07-23-96
DISCOUNT It)
INTEREST (-)
,00
RECEIPT
NUHBER
AA146548
AIIOUNT PAID
5,796,44
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
5.796,44
,00
,00
,00
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN fl, NO PAYHENT IS REQUIRED,
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE
A REFUND, SEE REVERSE SIDE DF THIS FORH FOR INSTRUCTIONS,I
I:
I
,
'I"
.;i;i 2"
11"
, '
:" 6
CL
CllI,
,h
.,
RESERVATION. Eat,t.. of decldlnt, dylnt on or blfor. Dec~r 12, l'IZ .. If ~y lutur. lnt.r..t In the I.t.t. I. tran.flrred
In po.....lon or enJoY8ent to el... . (coll.t.r.l) beneflcl.rl.. of the decedent ,'t,t ~ IXPlr.tlon 0' In>> ..t.t. for
11'. or for ,Nr., the ~.lth hereby IMPr..,., r...tv.. the right to .",.1.. end ...... tr~"'r Inherlt~. ,....
It the l.wful Cl... . (coll,tlrll) rlt. on ~ IUCh lutur. Int.r..t.
P\IIPClSE Of
NOTICE. To fulfill the requir.-.ntl of s.ctlon 2141 of the Inherlt~. end E,t,t_ 'ax Act, Act IZ of ."1. 72 P.S.
SMtlon 2141.
PAYItOfTI DltlKh the top portion of thh Motle. ... tut.1t ..It,, yOU," PI,...,t to the A....t.r of WUlI prlntlld on the revl'" ......
n.... check Dr .....y or... ,.rlble tOI REGISTER OF MILLS, AOEHT
AU payeMtl rectllved ...n flnt be .,,11ec1 to eny Inter..t ...,1d1 NV be due with In, r..lnder 1IPP1IiId to the t...
REFUND CCA), A refund of . tax cr..-It, which .... not r.qu..ted on the TI. Rlturn, ..y be reque.ted by CHPI.Ung M -Appllc.Uon
far R.fund of Penn.yIVMIIlI Inherltanc. Md E.t.t. ro- urEY.UU). Appllntlon. .r. IV.Uabl. .t the Offlc.
of the R"I.t.r of NIII., MY of the 2S R.venue DI.trlct Offlc.., or by calling the special 2~-hour
.,....rl,.. ..,...,lc. fUlbert for for.. Ordlrlngl In ""'.ylvMI. 1.ln.S61.zaso, oyt.ldI P....,.yIVMI. and
within local HarrIsburg .r.. (717) 717-1094, TOOl (717) 772.2252 (Halrl,.. lapalrld Only).
OIJECTJONSI My party In Int.rllt not ..thfled with the apprah....t, .llowanc. or dl..Uowanc. of dlductlon., or ........,t
of taK (lncludl,.. dllC.....,t or Int.rllt) .. ~ on thl. Notlc. ..,.t obJICt ..lthln .btv (60) dly. of rK...'t a.
thl. Notlc. bvl .
....rlttM prota.t to thl PA Oep.rt-.nt o. .av.nuI, lo.rd of Appell., Dapt. 2110ZI, Hlrrlsburg, PA I1IZI-1021, OR
.....IHtlon to "'" the ..tt.r dIItlr.lned It IUdIt of thl KCOU"lt of the per.0NI1 repre.ent.tlv., OR
.......1 to the Orphana- Court.
&IlItIH
UTIlIoTlV!:
CORR!tTIDNlI
'Mtull .rrar. dllCovarld on thi, ...........t ahould ~ MId"Uect In ..ritlng tOI Pi Dep.rt.."t of AlVenue,
IureIu of Indlvl~1 T...., ATTHI Po.t ,......."t .avl... unit, Dept. Z10601, Hlrrlsburg, PA 17121.0601
Phone (717) 717.'515. See p... S of the bookl.t -In.tructlon. far Inherltanc. TIX Aatum for a Ra.ldlnt
Decedent- (REY.1S01) for., axplanatlon of ~Inl.tr.tlv.ly carrectabl. .rror..
If MY' tu due h plld wlthln thr.. (5) cIIMdlr ..,th. .fter thl decedent'. de.th, I flv. percent (5.1:) dhcount of
the tu plld It IUowed.
DISCOI.IfTI
PENAL TVI
The 15% ta. ...ty non-plrtlalp.tton penalty I. CQlPUtlld on the total of thl tlJC .... Int.r..t ......Id, ... not
p.ld blfor. J~ry II, 1996, the flr.t dly aftar thl and of thl tlX __.ty period. Thl. non.p.rtlclpltlon
peneltv It IPPIIlibl. In the .... ..,.,.r .... In the thl .... tI.. period II you would .....1 the to.... Int.rllt
thet hi. bien ......1Id al Indicated on thla notlc..
JNJER[ITI
tnt.rllt It thIIrgecl bIIlmlng wIth first chly of dlllnquency, or nil'll (9) IDnth. Md OM (1) chly frOll thl dlt. of
dMth, to the dIIt. of p..,..,t. Tax.. which bac... dlllnquant bIIfon JWlUIry 1, .912 bII.r lntarllt at thl nt. of
.lK (U) "rcMt per ..... cllculltlld at a d11lh rata of .nOI". All t.... which bee... dlllnquant on and .ltar
Januar, 1, 1"Z will bear Int.ra.t at a r.t. which ..III vary fr.. cII~r yaar to c.lander y.ar with that rlt.
~td by thl Pi Depart.."t of A.venuI. ThI appllcabl. Int.r..t rat.. for 1..2 through I'" ar'l
!!!! Jntar..t Aata Dally Intara.t Factor !!!! Intara.t .ata Oally Intar..t Factor
""Z ZOX .nosu 1917 'X .000241
I9IS IU ,OO04Ja 1.11.1991 IIX .OODSOI
I'" IIX ,IOOSOl I99Z OX .000241
I'IS UX .00015' 1995.19M 7X .000192
I'" lOX .000274 1995-199' 'X .000247
"Int.r.,t I. calculated a. 'ollow'l
IHTEREST . IALANCE OF TAX UIIPAIO X NUIlIES OF DAYI DELINQIIEHT X DAILY IHTEREST FACTOR
"Any Hotlc. ...ued altar thl \Ix bleOM' delinquent "Ill r.flect WI Inur..t Cllculatlon to flU.." USI dlY'
bayond thl det. 0' thl ......~t. If p.v-nt .. aMII .ltar thl! Inter..t CDIIPUt.Uon data shown on thl
Hotlc., addltlONlI Inter..t ..,.t be c.lcul.tld.
PIJIl'OS[ OF
NOnCE r
PA VttDfT r
_ICllll
--.....,..,..
------.,........---
.~'-
To fulfill the raqulra-.nt. of Slctlon 21.0 0' thl Inh.rlt~. .nd Eltat. Ta. Act, Act 2. of 1995. (72 P.S.
Section 9."U.
DetKh U. top portion 0' thh Notlc. Met ......1t with your ply..nt to thl Rlgl,tar of "1111 printed on the
r.v.r.. .Ide.
n .... check or IIOMY order plyabla to, REelSTER OF WILLS, ACENT.
A r.flnt of . tax creetl t, which .... not nquelted on the talC r.turn, ..y be requested by cCMlPlaUng en "AppllcaUon
for Refund of P.nnaylvanla Inh'rlt~. ~ E,t,t, T.... (REY~lS13). application. .r. Ivallable at t~ Df'lcI of
the R'..lt,r of Willi, eny of the 23 Ravenue DI.trlct Df'lc.. or by calling the ,peclal Z4.hour .,.we!"l", ..rvlcl
~r' 'or for.. ordering, In Pennsylv.,l, 1.IOO.S6Z.ZaSD, out,lda PennsVIY"la ~ within lOCI.
Herrlabur. .r.. (717) 7'7~.O", TOOl (717) 772.2252 (H..rlng [.paired Only).
OeJECTIONS. An~ p.~t~ In Int.~..t not ..tl.fled with the app~.I'..-nt, .Ilowanc. o~ dl..llow8nC. of d.ductlon. o~ ......-.nt
0' t.x (Including dl.count o~ Int.~..t) .. lhown on thl. Notlc. "Y obJ.ct within .Ixt~ (60) d.y. of ~.c.lpt of
thh Notice b~.
.-w~lttan p~ot..t to the PA Dep.~t-.nt of R.venue, Ioa~d of Appeal., Dept. 2.1021, W.~~i.bu~g, PA 1712.-1021, OR
".I.cUng to h.v. the ..tt.~ d.t.~.IMd at thl! audit of thtl account of thl! p.~.onal np~..."taUv., OR
...."..1 to thl! Orphan.' Cou~t
_IN-
ISTRATlVE:
CQRRfcnOHS.
DISCOlIIT .
POW. TV.
INTEREST.
Factu.1 .~~o~. dl.cov.r.d on thl. .......ant should be eddr....d In writing tol PA D.part.ant of Ravenue,
Bur.au of Individual T...., A'THI po.t A.......nt R.vl.w unit, DEPT. 2.0601, Harrl.burg, PA 1711.-0601
Phone (717) 7.7-6505. S.. peg. 5 of the bookl.t "In.tructlon. for I~rltenc. T.x R.turn 'or. Ra.ldent
Oec8dent" (REY-1501) for an ..pl~tlon of ed.lnl.tratlvaly corractabl. .rror..
If any tax due II p.ld within thr.. (3) cal.nd.r aonthl .ftar the d.c.d.nt.. d.ath, . flv. parcent (5%)
dllcount of the tax p.ld I. allowed.
~ 15% tax .-ne.ty non.p.rtlclp.tion penalty I. cOlpUtad on the total of the tax and Intara.t ......ed, and not
p.ld bafor. Janu.ry II, 1996, the fl~.t d.~ aftlr the and of the t.x .-nI.ty p.rlod. Thl. non-p.rtlclp.tlon
f*\81ty I. ....labl. In the ... ...-.ner and In the the .... U.. p.rlod a. you ~ld .p..1 the tu Md Intera.t
that hel bun ......ad II Indlc.tH on thh notice.
Int.r..t I, charged baglnnlng with fl~.t d.y of d.llnquency, Dr nine (,) .anth. and one (1) d.~
f~_ the dIIta of death, to thl d.t. 0' pa)<lllftt. Ta... which bee... dtillnquent bafo~a January 1, 19.2
be.r Int.r..t at the ~.t. of .lx ('X) p'~c'"t par annua c.lculatad .t . d.ll~ ~.ta of .000164.
All tax., which bee... delinquent on o~ .ft.r Janu.ry 1, 19.2 will b..~ Intar..t at . ~.t. which will v.ry fru.
c.land8r ~aer to c.l"'r ya.r with that nt. lIVMJUMad by the PA Dap.~t-.nt of RavW'IUI. ThII appl1cabl.
lnt.r..t rat.. 'or 1'.2 through 1997 aral
V..,. Inter..t R.t. 0.11y Int.r..t Factor V..r Inter..t Rlt. O.lly Intar..t Factor
I'll 10% .100". 1987 ,% .0101u
I9IS 16% .OOOUI 1911-1"1 11% .IOOSO!
1984 11% .0aoSOl 1"2 9% .OOOZU
I9IS IS% .IOOSS. 199J-I'94 7% .000192 ~, -
198' 10% .0OOZ7tt 1995-1997 ,% .000247
.-Int.~..t I. calcul.t.d a. 'ollow,.
INTEREST D BALANCE OF TAll UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-Any Hotle. 1..UId .ftlr thl ta. becoae. delinquent will ra,lact an Int.r..t c.lcul.tlon to fl,t.." CIS) d.y.
beyond the data of the ........nt. If p.~t I. aHI .ftar the Intara.t co~t.tlon data lhown on the
Notle., ~Itlon.l Int.r..t .v.t be calculated.
(")0 :0
c- ..0
.., {t' '_I :i1n
" (1
it
"'"
-
.t:.
; -0
_~ I
N (,=i
u .' \';\ ~..
")." VJ
pUAl'OSt '"
MOtlCEI
To lulflll .he .....1.-.. 01 S.otlon m. 01 .he lohorl'onc. end E...t. To. Ac'. Ac' ZI of I"', m p,s.
s.ctlon nUl.
PA'/MDITI
1Io.och the ... pe.tlon of .hl. Notl.. end ._It with ..... p..-' '0 ,he ...lato. cf 0111. p.ln'" on the
r.",.ne ,IH.
__ HIke cheCk or IIOMY order pIVMlI. tOI REGISTER OF WILLS. ACEKT.
_ICAII
A ..,.... of . ... ....lIt. ""I.h w.. no' .......... on thO ... ,,'u.n. ... .. .......... b. ._I.tI.. on "Appllc.tlon
for ..fund of p.....I.onl. Inhe.I..... end E..... T.." lREV'ISISI. Appll...lon. ... ...llobl. .. lhe D"I.. cl
thO ....1.... cf 01110. on. of ,he ZS ........ Dlatrlc' DfII." D' b. c.lIl.. thO ....1.1 Zo'hOU. ......1.. ....1..
nuobD.. for fo'.' o.do.I.., In p.....I.onl. I.....S.Z.Z.... ...t..d. ......I.onl. and wl.hln 1...1
HarrlsbUr. en' (7111 717-1094, lDD' UI7) 7U-ZZS! (He.,lna l_.lr~ OnlY).
DlJECUlIIIS. An. ..... In In'.'''' no' ..tI.II.. with .he .....1........ .11...... c. dl..II...... 01 .......tI.... c. .....-.
of ... IInel""l.. dlac"'" c. Int....tI .. ....... on .hla Notlc. ... obloc' withIn 01... 16Dl d..' of ....1.. of
thl. Motlee bvt
-.w.St.on p.o...t to thO P' D.....-' of ........ to..d of _.1.. D.... ZlIDZI. H.rrlabU", PA 17UI-I.U. OR
...I..tI.. '0 ..... the ..tt.. ....or.lned .. the oudlt of .he ..c..... of .... ..ra_1 ......on...I... OR
.........1 to the orphllnl" court
....IH.
tsWnllE
CDRREenDN$.
f...wol .rrcra dl.co..." ... .hl. ......_. ......Id b. odd.....d In .r1t1.. '0' PA .....t_t 01 .........
au.... 01 Indl.,...1 T..... .TTH, PD" ......_. ...1.. Unl'. DEPT, Z....I. H...Sobo", P' 17IZ,-"'1
PhonO 17171 7'T"S", S.. p.... . cf .... bookl.' "In...uetlon. for Inhe.I..... T.' ..tu.n 10. · ...ldOnl
Dee.."t- (REV-1S0U for In .)Cpl.-lIon of adIllnhtntlve1V correctlbl. .rrors.
DlstllllNT'
If ... I.' dUO .. p.ld .llhln th... 151 ..Iondo' ....h. .fl.. tho d...don". d,.,h. . fl.. p..con. I'XI
dlROU1t of thl t.. paid Is .llowed.
_lTY.
lhe 15% ... _'" _.portl.lp.tlon ....1.. Ia c..-I" on the 10.01 0' thO I.' end 'nto.... ......od, end no'
p.ld bolo'. Jonu." II. 199'. lhe fl." d.. .fl.. ,he and of thO I.. -... po,'od, Thl. non.....lc'p..lon
....It. Ia _..obl. In lhe ._ ...... end In tho lhe ._ tI.. po.,od .. ... ....Id _01 .he to. end .nl....1
thIlt ~. been .....ted .1 Indluted on thh notice.
INTEIlEITI
In.....1 Ia chO.god ...Inn'" .llh lira' d.. 01 "'11_" c. nino I'l _Ih. and ... 1Il d..
f.oo the dol' of .....h. 10 lhe d.to 01 ...-1. T.... ",,'.h _- d.II_' bofo.. J....... I. I9IZ
bu. In.....1 .. lho ..t. of .1. IIXI ...conl PO' ...... ..lcul.l.d .t . d.lI. .... 01 ,000164,
.11 ..... which bOc... d.IS...... on c. .fl.' Jonuo" I. I.'Z .111 bo.. In'."" .. . ..1. ohl.h .1.1 .... '.00
c.londo' .... I. c.I...... .... with IhOl ..I. _od bv lhe PA .....1_1 of ......... Tho appllcabl.
Inten.t r.t.. for 1'12 throuth 1997 ,nl
y..t Int.r..t R.t. DillY tnt.r..t Flelar
-
~
Int.rut Aat.
Dilly tnt.t..t Fieta'
I9IZ
1915
I'"
l'as
1916
...lnt.r..t
lOX
lax
IIX
15%
lOX
I. CIlcultted '1
.ODOSU
.aOOUI
.oOnOI
.GDOS"
.IODZl"
fOU"",1I
1917
1'01-1991
I99Z
1,"-1""
19n-1997
'X
IIX
'X
n
'X
.1002"
.00OSOl
.OODZU
.GOOIU
.OaDZU
INTEREST . BALANCE OF TAK UNPAID K NUKBER OF OAYS OELINQUENT K DAILY INTEREST FACTOR
_..... No'lc. 10..... .ft.. .ho ... __a ...11_1 .111 ..lIoc' on Inl.'''' ..Ieul.tlon '0 1111_ IUl d..'
...end lhe d.t. 01 lhe ......_1, If ..._. 10 ._ .11.' .he Int....1 c..-l.tI... d." ....... on lhe
Notle., Iddltl~l In'er..t .us' be calcullted,
IS/I/9
BUREAU OF INDIVIOUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 210601
HARAJSIURG, P' 171ZI.0601
ROBERT A WARNER SR
95 BUCKHORN DR
CARLISLE
COMMONW!ALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSNIDC
ACN
c..--
*
tll_IIM"'" III.".
04-16-97
SHULTZ
01-24-96
21 96-0129
CUMBERLAND
204-03-2679
96117067
AJIOunt R..l tt.d
SYLVIA R
PA 17013-0000
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ....
--------------------------------------------.-------------------.-----------------.------.----------------------
REV-1604 EX AFP (03-97)
__ INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __
DATE 04-16-97
ESTATE OF SHULTZ
FILE NO. 21 96-0129
ADJUSTMENT BASED ON:
SYLVIA
R DATE OF DEATH 01-24-96
CUMBERLAND
COUNTY
S,S/D.C, NO, 204-03-2679
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
96117067
FINANCIAL INSTITUTION: MERIDIAN BANK
ACCOUNT NO. 32428924
TYPE OF ACCOUNT. () SAVINGS (X) CHECKING ( ) TRUST ( I TIME CERTIFICATE
DATE ESTABLISHED 08-13-84
Aeeount Behnee ,00 NOTE: TO INSURE PROPER CREDIT TO YOUR
Pereent Texebh X 0,500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subject to Tex .00 OF THIS NOTICE WITH YOUR TAX
Debt. end Deduction. ,00 PAYMENT TO THE REGISTER OF WILLS
Teuble Amount ,00 AT THE ADDRESS SHOWN ABOVE.
Tex Rete X ,06 MAKE CHECK OR MONEY ORDER PAYABLE
Tex Due .00 TOI "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+ I AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID ( -)
TOTAL TAX CREDIT ,00
BALANCE OF TAX DUE ,00
INTEREST AND PEN.
TOTAL DUE
. IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN n, NO PAYMENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRl,
YOU HAY BE OUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS,)
l") ~o -{
- N
" .g '0.:
Cl
~.~ ''::; E:: ..
'-'
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N .,
""
~
t; . ~
U Ii. !'\ ,::
<.lCC ~::]
0: UU
PAYItDITI
DetKh the top "rtlon 0' this NoUu Ind IW.lt with your PIV....t .ade p.,uh to the nMII Met ~r...
printed on the revlrsl .Ide.
... .... dMtck Dr HMV order pnllb._ tOI RECISTER OF WILLS, AGENT.
R[fLld) (CAh . rl''''''' 0' . tu: credit, .....tch .... not r~.ted on the ,.. Return, NY be requtlted bv caplaUng ..,
"application for A,fund of Pennl,lv..,la Inherltencl Ind Eltata Tax. (REV-ISIS). ApplicatIon. .r. IVIllllbl. at
the OffiCI of the Reglatar 0' Willi, MY of the 2J R.y~ District Offlc.. or fr~ the Depart-.nt', Z4-hour
..,..-rl"1 servlcl ~r. for 'or.. orderSngl In Penn"lv..,., 1-100-542-2050, out,lde Penn'Yly..,.a
end within locII H8rrlabur. .r.. (7171 7.7-1094, TOO' (717) 77Z-IZSZ (Hearing I.,..red only).
REPLY Tal
Gulltlon. regarding .rror. contained on thl, notle. should be 8ddr...ed tOI p, o.part-.nt of Revenue, Iurl8U
of Indlvlduel Tax.., ATTN, POlt .......-nt Aevl.w unit, o.,t. i80601, Harrl.burg, PA 171ll-0601, Phone
(717) 717-6505.
Dlsaunl
If MY tlx dl.M Is p.ld ..Ithln thr.. (J) nlandtr Mlftth. .U.r t~ dKlldMt'. H.th, . fin p.rc....t UX) dl.count
Df the t.x p.ld I. .llowed.
POIALl'/.
ThII 15;( tlx .-M.ty nan-partlclp.tlon penalty Is caaputed on the tDt.1 Df tM t.. and Int.r..t ......ed, and not
,.Id before January II, 1996, the flr.t day .ft.r the and of the t.x .-na.ty period.
INTERESTs
Intlr..t I. char1M' bellmlng Idth first dey Df HlInquMCy Dr nine (,) Mlftth. and OM (1) day fr.. the data Df
dMth tD the At. Df P8YMtlt. T.... MIlch bee.. dellnqu..,t bafor. January I, nil be.r Int.r..t .t the rat. Df
.lx (loX) perc....t per ..... calculated .t . dally r.t. Df .ODOI64. All t.... which bee... HlInquent an and aft.r
Janulry 1, 191Z ..Ill bear lnt.r..t at . rata which ..Ill v.r, froe c.landtr ,..r tD c.lendar y..r ..lth that rat.
wnounced by the PA o.,.rt.....t Df A...,tnue. The appllcabl. lntlr..t r.t.. fDr 1911 through 1"7 tr..
Y... Int.r..t A.t. Dtll' Int.r..t FactDr Vttr Intlr..t Att. Otll, Int.r..t Factor
UIZ lOX .OODMI 1917 9Z .ODOl47
IUS I6X ,ooooa 1911-1991 IIX .00OSOI
1914 \IX .ODOSOl I99Z 9Z .00ll47
IUS ISZ .OIOSH I99S-I994 7Z ,OOOUZ
1916 lOX .0ODll" 1"5-1"7 9Z .00ll47
..Int.r..t I. c.lcul.ted a. 'Dllow..
INTEREST . IALAlCCE OF TAX UNPAID X ~IER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
.-An, Notlc. I..ued ,'t.r the t.. becoae. delinquent ..Ill r.flect .... Intar..t calculttlon tD flfttan (IS) da,.
beYOnd the data Df the ......-,t. If p.,...,t Is ... .U.r the lnttr..t CDlPUtltlon data IhOWl on the
Notlct. tddltlonel Inttr..t lU.t be calcul.ted.
/5'~fJl r
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
JOINTLY HELD OR TRUST ASSETS
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
SSN/DC
ACN
*
BUREAU Of INDIVIDUAL TAXES
INHtAITAHCf TAX DIVISION
DEPT. lIUGl
HARAISIUAO, Pi 17121-0'01
&("IIMn." III.'U
ROBERT A WARNER SR
95 BUCKHORN OR
CARLISLE
PA 17013-0000
04-16-97
SHULTZ
01-24-96
21 96-0129
CUMBERLAND
204-03-2679
96117068
AMount R..ltt.d
SYLVIA R
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~
----------------------------------------------------------------------------------------------------------------
REV-1604 EX AFP (03-97)
.. INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS ..
DATE 04-16-97
ESTATE OF SHULTZ
SYLVIA
R DATE OF DEATH 01-24-96
COUNTY
CUMBERLAND
FILE NO. 21 96-0129
ADJUSTMENT BASED ON:
S.S/O.C, NO, 204-03-2679
ADMINISTRATIVE CORRECTION
JOINT OR TRUST ASSET INFORMATION
ACN
96117068
FINANCIAL INSTITUTION I MERIDIAN BANK
ACCOUNT NO. 32415679
TYPE OF ACCOUNT. () SAVINGS (X) CHECKING ( ) TRUST ( ) TIME CERTIFICATE
DATE ESTABLISHED 04-08-82
Aeeount Ba18nea ,00 NOTE: TO INSURE PROPER CREDIT TO YOUR
Pareant Taxab18 X 0,500 ACCOUNT, SUBMIT THE UPPER PORTION
Amount Subjact to Tax ,00 OF THIS NOTICE WITH YOUR TAX
Dabta and Daduetiona ,00 PAYMENT TO THE REGISTER OF WILLS
Taxab18 Amount ,00 AT THE ADDRESS SHOWN ABOVE.
Tax Rah X ,06 MAKE CHECK OR MONEY ORDER PAYABLE
Tax Dua ,00 TO: "REGISTER OF WILLS, AGENT."
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT ,00
BALANCE OF TAX DUE ,00
INTEREST AND PEN. 0
TOTAL DUE
. If PAID AfTER THIS DATE. SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST,
I If TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED, If TOTAL DUE IS REFLECTED AS A .CREDIT" (CRI.
YDU KAY BE DUE A REfUND. SEE REVERSE SIDE OF THIS fORM FOR INSTRUCTIONS,)
PAYlEHTI
o.tKh the top portion of this Notice end .ublIlt ..lth your p.y.....t .ad. pn.tJI. to the n.. end addr...
printed an the r.var.s .Ida.
-- Kek. check or IIOMY ordar payabla tOI REGISTER OF WILLS, AGENT.
REf1.N) (CAJI A refund of . tu credit, which .... not requlltad on tha Ta. Raturn. ..y bII nqullted by coephtlng W\
"Applleltlon for Rafund of Penn'Ylvenl, Inherltenc. end E.tats Ta." (REY-ISIS). application. ara avallabls at
the Dfflcs of the Ragl.tar of Will., any of the 25 R.venu. DI,trlct Offlc.. or froe the o.,art.-nt', 24-hour
en....r1ng ..rvlc. nuaber. far for.. ord.rlngl In P~.ylvW\la 1-IOO-]6Z-2050, out. Ids Penn.ylvenl'
and "Ithln local H.rrl.burg 'r.. (717) 717-1094, TOOl (717) 772-Z252 (He.rlng lap.lrad onlyJ.
DLY TO.
Qurlltlan' rllPrdl". errors contained on this notlca .hould be .seIra..ed tOI PA D.art.."t of Ravanua, Bur...
of Individual 'a..., ATTNa Pa.t A....saant Ravla.. unit, Dept. 210601, Harrl.bur., PA 17121-0601, Phone
(717) 717-6505.
DISClUfTI
If eny ta. due I, paid ..Ithln thr.. (5) caland,r lonth. aftar the ~adant'. daath, a flv. parcent (5X) dl.count
of the ta. plld la allowed.
PENAlTYI
The 15% ta. .-na.ty non-partlclp.tlon panalty I. coaput.d on the total of the ta. and Int.r..t ......ed, and not
p.ld bafor. January II, 1996, the flr.t d.y .ft.r the and of the ta. eane.ty parlod.
INT'ERfSf a
Int.,.lIt Is charllCS bellmlng .dth first day of d.lInquency or nine C9J ~th. and ana UJ day fra the dlt. of
dMth to the deta of pa,...,t. fUll which bee... dallnquent before January I, 19IZ bear Inter..t .t the rat. of
.1. C6XJ parc....t par ..... c.lculated at . dally rata of .000164. All ta.1I which bee.. delinquent on and aftar
January 1, 1912 ..Ill bIIar Int.raat at a rata which ..Ill vary 'ros cal.ndar yaar to cal.ndar ya.r with that rat.
announcad by the PA Dapartaant of RavlnUl. ThI applicable Int.ra.t r.ta. far 1912 through 1997 .ral
V..r Inter..t R.t. Dall' Int.r..t Factor V..r [nterllt Aat. Dally [ntarllt Factor
19IZ lOX .000541 19.7 9X .000247
1'15 UX ,GOOU' 1918-1991 IIX .000501
1'" IIX .0GOS01 199. 9X .000247
1915 In .0GOS56 1995-1994 7X .000192
19" lax .000274 1995-1997 9X .000247
--Intarllt I. calculated a. fallow.a
IItTEREST . IALAlfCE OF TAX UNPAID X MU"IER OF DAYS DELINQUENT X DAILY IItTEREST FACTOR
--Any Notlc. I..uad aft.r the ta. bee~. delinquent ..Ill raflact an Intar..t calculation to flftaan (15) day.
beyond the date of the ...........t. If paYNnt II .ade .fter tM Int.ratt cDIIPUtaUon data Ihown on the
Hotlc., additional lnt.r..t .uat be c.lculated.
, .~.Ic:.
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1-"
JRD/JuDe 30, 1992/17858
REGISTER OF WILLS
Cumberland County Courlhouse
One Courthouse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: ROBERT 0' BRIEN, ESQ
RE: Estate of SYLVIA R. SHUL'l'Z I Deceased, Lule or
CARLISLE BOROUGH
Estate No.: 21-1996-0129
Date of Decedent's Death: 1- 24 - 9 6
Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if
applicable, within two (2) years of the decedent's death, and annually thereafter until administration is
completed, Is required to file with the Register of Wills a Status Report as required by Rule 6.12, In
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise
you that uoless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the 'Register ofWUls
is required to IIOtify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to determine whether sanctions should be imposed upon the
delinquent penonal representative and the delinquent personal representative's counsel, if. any.
Accordingly, if the requisite Status Report Is not filed by 3-16-98,19_, you are hereby.
advised that a request will be submitted to the Court in accordance with Rule 6.12. . .
Date: 2-26-98 ~O.~V~~
Deputy egister of WII s
Distribution to Estate File