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HomeMy WebLinkAbout96-00177 -, ' . ' ' .,;~I~>;':t;4-' ~7,)'~r!'"c! ;:'_"';''C~;!'''':'~;'':'-;'';'~'''~'''t;;,:,~'7!~;~~ij!I'I;;:~\l\?_ - .. .." ---'-- -,--. -... . .. " " .", NO: 043276 NET AMOUNT .REGI GOLDBERG, KAllMAN & SHIPMAN, P,C, DISCOUNT TAKEN AMOUNT PAID Bernice Daley 33.50 VENDOR: OUR REF. NO, YOUR IN\!, NO, 45 49 18821- INVOICE AMOUNT Estate ot 33.50 INVOICE DATE 02 11/25/9 .00 33.50 Che k total 33.50 .'):;, ", ""., ','~'''f..., '~~j;;ifI.J".Jl..~i<0;.j,i,,,,,,,,~:;,,,,,>;,,',",""'''''A,,,~-",,,,,-~,,,,,';,,,#-;~,oiJ>i>'''''''i_-'' '..J : '. .... It., ' - .~ t- ~ ~ , ..~ .. .." . ., 'Il ~. . of.. r " \ .1 .. 'I .\ . "',f ~... , . . '... t_ J "t ,.... '., .,;. to\l- . ..-......~ .--- -. "'-. . ____ .u__ .i ~. " \. ., ""' -, '~ " , . ., ---4 ...._.~,_........._-, .. ,."- --- .. _,'t . r " . , , Register of Wills of Cumberland County, Pennsylvania ( <.: PETITION FOR GRANT OF LETTERS Estate of Bernice H. Delev No. O)/-Cf{o- 1'77 also known as Social Security No, 202-20-6118 3 , Deceased Carolyn L, PollY ,,--w, .....;MoI .1,.............. .............. (COMPLETE 'A" OR 'B' BELOW:) ~ A, Pro bale end Grant of Lellers and aver Ihal Pelitioner(sl islare Ihe execut~named in Ihe Lasl Will 01 Ihe o.ectpi~~'udfJ~ds A~~~~Rln w~J..1. nave rg~ifi~~~itlS)t~rJldr ~~~UL LO uerve 1.0 lUVor 01 l..arO.1.yn L. o y per enunCln 10n 1 c a .c "lme 0 e 1 10n IteN ......... dl......._... ,'___...... .--.... Except al follow'. Decedent did not marry, was not divorced. and did not have II child born or adopted after eXllcutlon of the document. offered for probata; WII' nol the victim of II killing find WIIS naver adjudicated Incompetent: NO EXCEPTIONS l{a B, Grenl 01 Lellers of Administration C . T ,A. ......".,.., .........k.:.............; .......-.... Pelilioner(s) aller a proper search has/have ascertained Ihal Decedenllell no Will end was survlvad by the lollowing spouse (il en I and heirs: Namo Relatlonlhl Residence (COMPLETE IN ALL CASES:) Attoeh oddlt!onal Ih..tllf n.e....ry, Decedenl was domiciled al dealh in ClImhejrland County, Pennsylvania, wilh his/her laslfamily or principal resldance at 30::\ N 23rd SUAAl Cnmn Hill. Cn!!m: ~LI Bornuoh Cumhp.rlAnd COllntv PennsvlvnniA ..................................., 20 Il<lrrlsburg. Hospitnl, Harrisburg, PA Decedenl, Ihen -6.3- years of age, died Fnbnl8rv . 19J1lL, al .-- Decedent at death owned property with estimated values al follows: l1f demlellod In PAl All p.rlen.1 preporty .".."".",..""."..".," $ (If not domiciled In PAl Perlonal property In Pennlylvanla ..................... e l1f not demlcllod In PAl P.llen.1 proporty in Ceunty ,...,.,.."""..".,',., $ Value of real eltate In Pennlylvanla ............................................... e Total., ,.. . . ,. , , . , , , , , . . . , , , , . , , . , . . , , , , . , , , , , . , , . , , . , . . , , , , , , . . , . . $ Real eltata Iltuated .1 followl: 303 N 23rd Strflflt C8mn Hill. Penmlvlv8ni" 5,00000 60.000 00 66.00000 Wherefore, Petitlonertll relpeotfully requelt(l) the probate of tho lalt Will and Codiciltl) presented with this Petition and the grant of letter. In the appropriate form to the undersigned: SI na ure T ed or rioted name and relldence -'f.' -/.'/..-1:/ I / CAHOLYN L, POI,LY -, " 2311 New York Avenue Cump Hill, I'A 1'(011 f_ffW.'.....'..' 1~.....c--r'.....MJ r;J\ l,!":. ". "',. (.:'\ "r'. ~I N a.i '-'-I I~ " , . ::; O:~" .. (jU '.. ..... ...: '\ . - I 21 - 96 - 177 Oath of Personal Representative . "monwealth of Pennsylvania lunty of Cumberland j' The Petltloner!sl above-named swear!sl and afflrm(slthatthe statements In the 'oregolng Petition are true and l correct to the best 0' the knowledge and belief of Petltloner(s) and that, as personal representatlve!sl of the Decedent. Petltloner(s) will well and truly administer the estate according to law. ", , - ,I (I!. >(. V: ' ' If l A- ,1'( :;., . ~ i 1(// CAHOl,Yl\ 1.. POI,LY ( , Sworn to and affirmed and subscribed before me this 26TH day 0' FEBRUARY 19 71f"'dif f/L" I.... L9m (ffi fh . MARY C. LEWI1 No. 21 - 96 - 177 Estate of BERNICE H DALEY Deceased Social Security No: ?O"_?O_6!'81 Date of Death: Februllrv 20. 1096 AND NOW, FEBRUARY 26. .19 96 . in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters IJ Testamentary 10: of Administration C. T .A. ........t.~ ............;...........; u_.......... are hereby granted to ('^PnT Vtl I PnT LV in the above estate and that the instrument(s) dated 7/10/81 described In the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters,..,.. .....,.."..,....,.,' $ 115.00 Short Certificatels),)...... $ 9.00 R " 1 $ 5.00 enunciation.......,..... ..... Affidavit ( )................. $ Extra Pages ( 2)..........., $ 6.00 Codicil......,..,..,..,..".,.... $ JCP Fee......................., $ 5.00 Inventory,.,.,....",.,..,..,., , $ Other, ....,."..,..,.........,.,' $ TOT AL................ $ 140.00 1lfn '(f@ i{, ,;' ^ f" . j)'mlltJl ro" R..I.....fWlII' n MARY C. LEWIS Attorney: Ronald M, Katzman. Eso. 1.0, No: 07198 Address: Goldbem. Katzman & Shioman. P.C, P.O. Box 1268. Harrisbllm. PA 17108-1268 Telephone: (7171 234-4161 Mailed letters and order to attorney on 2-27-96. ._IlW.'.....J..'I~c.-,I."".....' 0-. ':.; -, tt'.> (; .,~ C'. " .. "-, N ro ,.>..: u.. 0 ':~h \~1 ,r) .'; \.:; l;J (:: tiJc:. 'I' ::> a: 0u ;;'.,.., -j\~~ ...' -, ...... > This i, tn.-enify th., ,he i"(,,"'1.II;"" hl'll' ~i\TII i, .-"flU tlr "'I'"'' "om ,," ,,,i~ill.llll'"irk,"e lit ,,,",Ilh d"ly filed Wilh me." 1.><:.1 Rell;,tr." The o,illill"lfellilk;Ilt' will he [",\\",,,,,"" '0 till' SI.,I<' Vil"II(",o"l, Olli,,' tor I'CIlIl,Il1<'IIII,lm~, WARNING: Ill. lIIeg81to dupllcato this copy by photostat or photograph, --------..--- /J ~~ ~4.~~:'/;.~ ~1:;I\.I1 i~~;~;;:~---d - Fl'l' (or Ihi'i (l'rlillC,IIC, $2.00 3399915 ((B_2. L J!l9tL_________ D.I,e Nil, COMIIONWEAlTH 0' PENNSYLVANIA' OEPARTIIENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH -,- - - IOfIM" ~..0t1"" _Tt<<Ja. .,.. Jul lWP ... Pa . 'h_O ...........w- =""~~ -- Widowed White -........ .....V4.........,..... ''" OITberland ".oe.~_=. 11111 YOTHlIt.........,...~.......s...-.. NA . WMJHO -- " 2604-1 Paces Place Atlanta. Ga. 30339 . ' ."""'- MAUl NCIM10NM MCaIlY rs-lIarner f\meral Heme UClHM ......... CAIIllUlMIO ...0 '..J!l., . , III ................--............. Ollillll...... ...~---_....... . - -. 1=-= .......................... ... ..,.....11I..-.............,.,... .. L ..... PI . Of> 'MlClfIKA.lfn' ItWRY RWOMf ~ICMI tcJW'IU.IR1' OCCUfNO .........- _PN>IIIO ......"'....... "'........ MAItHlftClfOUlH - ,a- D o - ...0..0 - -- ...0 ..0 - '. Q AHCICMt.,.,...""tcaAM,.,.,...~pI~ONfIn~lO~d...... "..........,..................... ............. .................. ..........c..."..-............ ,......... ,........... ..........~COfOIU ' o.........~IIf!II.""'.........llIl1lY..........._........M..If'ltIllM............... _...........1.1..... 1l......wMf............................................................................................................ . uN NCJ....." 1~/,.:V,l1 M . 21 - 96 - 177 .. 00 ~? ~ ". '_C~ ~. r.:i en N ("]> :r... '.:) (l. , 1'_~ .-' '[) ~F d';~/;\-~;:;:" ."'. '\) 'ti- U) \iI/,i.~:':~:' i:~, ..'~~;; " ~'::':;!' ,,' " g& '0: 0\ V"~ 0- r:~ ~ ~ V':J P' <~<; ,','- . -,,".;' '~<,\>:;:.;, ;'-', --;-c'-.,' J)";::;< ' ., "";,,,,-.,.- 1 ~ t , . fiiiilt ....,.. "', .~~. ...' .'fiit,. -'" -,,> -', . 'j. ;;(', ..' --;"'-~~:;='''. ~}}i~t;;}'~~i' '. ., ~ J:~-,~)~->' .. ..',".'...;y:..-:.... ::;i.),0t'J';- ."... ( ..... .r-.' ~) fi: '. . ,i ;1 ~) c 06 ',!- ~ ! I == ~ ~ == )'1 h! ~ S . =: \tot III .. ~ HI SlS Q t} f: H .:tfll~,;a ~ ~ gl~ e ! .~ '," . iP. " '''',' . . .~.~ .Ii f' . LAST WILL AND TESTAt-IENT OF BERNICE Il. DALEY I, BERNICE H. DALEY of the Borough of Camp Hill, Cumber- land County, Pennsylvania, declare this to be my Last will and Testament, hereby revoking any will previously made by me. I _ I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II _ I devise and bequeath all of my estate of what- ever nature and wherever situate unto my children, Phyllis A. Swartzlander, Carolyn L. Polly and Dennis M. Daley, in equal shares per stirpes. III - I appoint my son, Dennis M. Daley, Executor of this, my Last Will and ~estament. Should my said son fail to qualify or cease to act as such, then I appoint my daughter, Phyllis A. Swartzlander, to act in this capacity. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the 10 ~~ , 19B1. day of ^."OLD,SLl.. lira OAYUY AnnlNtTt...,UW -.....""..., l"..,"~l.h",U.a'I.'- , -i . ,-,'.(:: I,tl /1;(' " /1 (7 .JJ, iYZJ.X..V-/ Bernice H. tpaley - ...-.---. j;:'l. :~~~4{~c;:J_~~;~P~~.~;;ni~>t;;?; ..._~,-~.-- ~. ,- "'~"~ ,."- .. r ~ - :' (SEAL) - Signed, sealed, published and declared by BERNICE H. DALEY, Testatrix therein named, on this and one (1) other sheet of paper as and for her Last Will and Testament in our presence, who, in her presence, at her request and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~f t~I' ~t:- Address ~ r;,.-i #~ j)fl. A dress A.IfOLb,SLIIlIl. n4YL." .It.TmlNIYI At 1..10. --.....,.... c.Il,.IlI........"".....- Page 2 . COMMONWEALTH OF PENNSYLVANIA) 55. COUNTY OF CUMBERLAND) ,~, the undersigned, the testatrix and the witnesses. respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her Last Will and that she had signed willingly (or willingly directed another to sign for her), and that she executed it as her free will and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix signed the will as witness and that to the best of their knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ? Subscribed, sworn to and acknowledged before me by the testatrix , and subs~ibed and sworn to before me by both witnesses. this /0'r.P day of July . 19 81 . , - ~JJ ~~<-~/'. J Notary Publ1c A_MOLD, Su.. & n.VL.V ,,1'TOIHI"I'I AT uw _.._n...... ea.".,.....~n.....- Thelma S, McCausr.., Notary Public Mr Comminion bpittl My 1. 1984 (Imp HiD. PA Cumbttilnd County , . ,~ :~, " " . '\ " , . . .' ! t' ;' " '-.} ::' .....~. ': ;,. '. .. '. 'e. ':'. r.~ . ~ .1 i~;.v{\' '.. . " . '4 ,Ii. '. '. ,.; ., I .i ~. '. . ",' \. ~, . -, :> , ,.'. ., ..~ - .~. -.....- -1'\&.~" -.J .' .. . '1!"-----.. --, --1--"---- .'" - I' .. , , ..I INRE: ESTATEOF BERNICE II. DALEY : IN TilE COURT OF COMMON PLEAS : CUMBERLAND COUNTY, PENNSYLVANIA : ORPIIANS' COURT DIVISION : No. 1996-00177 f-ERTIFIC-ATlON OF NOTIC-E UNDER RIII.E S,61Bl Name of Decedent: Date of Death: Will No. BERNICE H. DAI.EY Febmary 20. 1996 Admin No, 1996-00 177 To the Register: 1 certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on March 28 1996: l:kJmt. Address Dennis M. Daley 2604-1 Paces Place Atlanta. GA 30339 Phyllis A. Swartzlander 7521 WertzViIle Road Carlisle, PA 17013 Carolyn L, Polly 2311 New York Avenue Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5,6(a) except..NLA. Date 311.J?~qc. SignatureAM~,/'At ~ Name Ronald M. Katzman Esq. Address CJoldherl' Kalzman & Shipman P.C. 320 Markel St. P.O. Box 1268 Harrisbllrl' P A 17108-1268 ,J Telephone (717 ) 234-4161 Capacity: _ Personal Representative , ( ~. X Counsel for personal representative \ 1- - - - - -- .- -.- --.--.- -- ...-- j ! I I '. I " I '. I ,I ij .;- -. ..- ...~ .... - . . .'- -- _. - _. -- ._- ._~. --~ _.- - -- {.:';tl,:,.-t\..o ,J""/\"~;';.!1tt7 'i':1:_':~':i:ThJli'~;'1;'~'f"/!rr..'~\Y1"T}~\t1;~.'m',.~i<';'f\' \.~;::"1}t~t.,\;;. 't.JJP:.f<.;"m' .:~." -, ^i~i~, "~~'1'.\ 'i'\!f'if _.:\ jt..:r"".~"l: ;"f~ji{.}.;i~t,i..,,~:~' ') y';: i~,!:',~~A~ ',:_"'! i:':.i.' :. """,~iiY. ; "-it"'l",''; "';"'I"'l'~'~..r .,~".' ....lll."{.( .,..-ri').. I' f I.....(~'. '~J'~ ~,,' ~' 'f ~..Y>;"t :f\\.;..i.,.H....,~~L.,..->..f,,',;{,'}.':;i.,. -" j-o,; ....'..,.,-~.,,'1~l'.._~,',.l n l;~. f f\ .." f'>/J' iii' I J 11l u&'j t l ~ "1{-'''.Ad~'':''''~.''''''';')'' ',,',_F -\;~t..,:... ''''-;':-AiI(!:1J ;.,\~._,,",~q,l,,lq.))-,.,,......,~_..,~,...._,..~\..._. ~ '''''-''' ,'IN,}',,,:. ~~. .'_~'jq 11. . ..}. y. L:'i [., t, ..... ,~. 1'1;;,;, '''<';;':'''1..1.1,..-; ,J" ","''\I.'',''i' nV'I'-""'^"".f':~ch(':<",;H\\"\' ,.",'-Z}!il'L".. " )'\' r-'~"'\.J':'I,.J:l:.f'~'.;"l:::,>",~,...\>,.J~,;,.t'~''''^.''''r:.'\.' '., " ~1'II"."'J!..:..Jlo:~IJ,J;.{..'f!if:...!~.,x~:y~..'.;'tl.~~ii'~;~ :"~~i/'.-..'i:~;~""fJ-' 'fj" . ~o"; "'l/., "':.;,"J,~';";';j", .;::: ,: 1~}jr':i1;"1"r", 'l":~~.'(';'~; :',,:. 'r'~'.-it."t!1~:.;;.t~i$i1fr,'1~f"l. . '" \"Y?rl'1'"'i:Ei.l,lcc,-~i'f! .;U'i;i -~;,.~. . ....... ~....lt :';?..J.i"},""':'.)}.i, fo- . .., ~ f T,~~',<~"~;V;6,:~.;:1:1i,,,,,:;::':"f'.' . .... ,j.... ' .',~. u: '; i: I' :;'.... l~. , .; _ 1.,iffIg::), _l~L\. C. '.~ ',J "..1L,'..j.~.~r..~,.'=":)"~{!'I",,:r.'<h,"',,!'l>.>,.,,,~.\;~t~':~~Ii.....,iW.m~ ~i;;~.;. ];,,~ ,,~;Wll:lt''''''-.o'n'.~.( -~------_.~~~- " RECEIVED FROM. & ACN ASSESSMENT '=' CONTROL ~ NUMBER AMOUNT . CAROL VN L POLL V 2311 NEW YORK AVE 101 13,800.00 ,:J CAMP HILL, PA 17011 .. ., IOtD ",., ESTATE INFORMATION. FJ IE UMIR 21-1996-0177 !I NAME Of DECEDENT (lAST) 1;1 DALEV BERNICE H II DATE f PA'fMfNT B roSTMARX DATE COUNTY 1010 ""' + , ., SSN 202-20-6483 (fIRST) (Mil CUMBERLAND DATE Of DEATH o 6 m TOTAL AMOUNT PAID .3,800.00 CAROL VN POLL V CW , , SEAL CHECK' 10:5 RECEIVED BY 'liMA::/. ,,{;;.'U ~~ I'~' MAR V C. LE~S ";;/Jr:1/.4U I}/Jitj.. ~ REGISTER OF WILLS REGISTER OF WILLS /~.' ~- - - -~- -- -- -- -- -"- --_ __ .u_ _.._ _, _ _ _ _ '_ __ _ _ _ ~_ _ _ """,". -..,........- . . - :., ~ REMARKS ., i" " ~. ... \' ~, ~ i .f . _ ..~. ..- . -,~ -~ ~- " r..-- \j '11 , .... ~._- , rr _JJl ~) -...) .~ . j ~, ~ , 1___. .j J ~ J 1J -~~ ~ ' '$ '~20 Z;; \- -:;J.J ..) 1-' -. :t ';'. "''''''''fY) "'--.) ~ d- ;; ''(, ~ "".L.. I ';< ~l : '"::l ~ C'_ '-) rl _ .) ~ v '--1'1 i., (~ .G '_ .,) ? ) -.,) 3 .! .;,) (;" .J r:::...>--z C) . ') pi :l'lll~ ' ~~~ "U. '....,J 'U~..,' " .. . . . . ) I If" II ( ( \ I \ \ \ \ \ \ \ '{ ,,. .'~ ~'~ "'l ... ~ , a: '" _(\ ~" C'* \l} . Ice &.II .<< / .(..... ,.I." !l~. d ... ,I' '.. I I I I I I , I .....'..,. .-'..". .... SC Ol'v 02 AIM 96. '1608 ')008 --..--... ..- -'..-'''' ~~ ... 'f '1 W 1':': fi!",. \ 10,' -."-'" .' . ., -_.,.',,' ..._- .~ _. 'J --.... . j' .. .,. , ,', . , '" '~. '1 . ,. l" '. . . .<-, " . -.. '. '-".f' /- , -l. ':: ..f\ . ,I -,' j , .r t. '..1 ' . " . .~ '. ..... ~~': )- . "~"f' ) , .. \ :... '''.r., .1 '...1 '..\- ' '....,T ~ . . ~.. ......' !I' ... , -l ," "" 1', .---t. ~. ..! .' i" . . . " . . 0, \. it. : .., ~ . I 0. \ \, " , I ') j I I , ; I , t , ~' .. . , '. 1_ r . . \, . ~... i . LAW OPPlellfl GOLDBERO, KATZMAN & SUlFMAN, P,C. RONALD M, KAUMAN HARRY., GOLDBlRO ,. LtC SHIPMAN PAUL J. EPOIlTO NEIL HENDtASHOT J. JAY COOPeR THOMAI c, BACNNeR Ja.l A. ITATLtA APRIL L, STRANO.KUTAY auy H BROOKS JEF'eRSON J. SHIPMAN KAROl a. 'tUCHTtNBtROCR JERRY J. RUllO ARNOLD', KOOAN MICHAEL J. tROCCHZI EVAN J. KLINE, III DRCW p, GANNON STtVtN E. GRUBB oua NAAKRT STAftKT 8TRAWnSRHY 8QUAHft P.O. nox luon IIARRlsnURO. PBNNIIYLVANIA 1710n.lunn TBLBPIIONK (717) 110...101 PAX (7171 un..onon ",RTHUR L. GOLDBtAG 0' COUHKL HtRIHU orrlCt ei] WUT CHOCOLAT[ AVtN~ P. 0, BOX eee H[ASHeY. PA. 170]] 11171 &3].404D June 20, 1996 CARLlILE: O,'ICC e3 WUT POlllrRtT sTRCtT CARLlSL[, PA. 1701] 17171 24e.oeD7 YOAK or'IC[: 2 weaT IllARJ(tT STRUT YORK. PA. 17401 17171 84].7DI2 ICORAUPOND TO HARRISBURG orrlC[1 Mary C, Lewis, Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Bernice H. Daley. deceased No. 1996-00177 Dear Ms, Lewis: Enclosed please find our check in the amount of three dollars ($3,00) to cover the cost of one (1) fresh short certificate for the referenced estate, Please fOlward it to me in the envelope which I have provided, Should you have any questions. or need any additional infonnation, please do not hesitate to contact me, ,- N C:!!1 :-: ~ct ~ (.\ Very truly yours, :'~~ ~~ G: (' 'r) t- ',' ~ .' . 'J t(/c .' " N ({ (j \"v.<.:d I J. " ,. ", ,', ~ d ~; ~, 0.;, '.l <.> q) .n l. <DO: ~ "~ E Elizabeth S, Eck a: ~8 Paralegal lese Enclosures / c;- - ,,'/- I-L OAtES OF DEATH AfTEA lUlU" CHECK HERE POUSlL 0 IERfY CREDIT IS CLAIMED PILE NUMBER -- INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS HUtrAOER RIV" UOOEX .('1.141 21-96.0171 YEAR COIolMFm~WWll'lMb~ANIA HAARI~i8~t.~'ZI'060' COUNTY CODE DECEDENT'S COIolPLETE ADDRESS 303 N. 23rd Street Camp Hill. PA 17011 D E C B ij DECIDENT'S NAIoIEILAST, FIRST. AND loll DOLE INITIAL) Dale Bernice H, SOClAl. SECURITY NUIoIBER 202.20.6483 AIoIOUNT RECEIVED(SEE INSTRUCTIONS) DATE OF BIRTH 07/29/1912 C<Nn Cumberland ~F APPLICABLEjSURVMNO SPDUSE'S NAIoIE(LAST,FlRST AND IolIDDLE INITIAL) SOCIAL SECURITY NUIolBER DATE OF DEATH 02/20/1996 R.lT\Ilnd.r R.turn (lor dillS ot dlllh prior 10 12-13-B2) Fldlrll E.IIII Tu RIMn Rlqulrld To'" Numb" 01 Slfo Dopo'~ BoxlS 2. Supplomonlll R.lurn 4.. Futur. Inl.r.st Compromis. (lor dallS 01 dOllh 0"" 12-12-B2) og 5. Oocodonl Diad T..,.lo 0 7, Oocodonl Mlln,.lnad o living Tru.1 (Alllch co ot Win) (Anlch 0 co ot Tru.l) C P All CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: o 0 NAIolE COIolPLETE IolAlLINO ADDRESS n g Ronald M, Katzman Goldberg, Katzman'" Shipman, P,G. ~ Ii TELEPHDNENUIolBER 320 Markot Street. P,O, Box 1268 T 717 234-4161 Harrlsbur PAr" 1108-1 68 1, ROIl EstllO Schedulo A 1 5 , 2. Slocks Ind Bond. (Schedula B) (Z) 3. Closoiy Hold SlockIPlrtnonhip Inl"..1 (Schedulo C) (3) 4. Mortgagos and Nol.. Rocolvabla (Schedula D) (4) 5, Clsh. Bank Doposits & Mlsconlnaous Pononal Proporty (Sch, E) (S) 5, Jo1nt1y Ownad Proporty (Schedula F) (I) 7, Tronsto" (Schedula G) (Schodula l) (7) I, To,.1 Gross Assols (lo,.llInas 1-7) I. Funeral EJ(pens.s. Administrative Costs. Miscellaneous Exponsos(SchoduIaH} 10. Dobis, Mortgogo llabil~ios, lions (Schodulol) 11. To'" Doducllons (lo,.llIn.. 9 & 10) 12. Nil Valuo of Es,.lo (lIna 8 mnus llna 11) 13. Choritabla and Gov"nmon,.1 Boqu..1s (Schodulo J) 14. Nol Valuo Sub' 110 Tu (lIna 12 mnus llno 13) 11. Spousal Transl"s (lor dal.. ot doalh a"" 6-30-94) SI. Instructions for ApplM:8b1e Percentage on pag_ 2. (lncludo vllu.. trom Schedula K or Schedula M,) 11. Amount ot lIna 14 ,.""bla a16'1o ralO (lncludo valulS from Schedulo K or Schodulo M,) 17. Amounl olllna 14 ,.""bla al 15'10 ralo (lncludo valulS trom Schedula K or Schodulo M.) 11, Prlnclpal"x duo (Add,.x from llna 15. 16 ond 17,) 11.Crod~slSp Povorty Prior Paymonls D1.counl . 3,800,00 . 200,00 ZO, 1I1Ina 191s groalor than llna le, onlor tho dlfforonco on llna 20, This Is lhe OVERPAYMENT, ~ 0 Chock ho,o II ou aro,o uo,lIn a ,olund of ou, OVO I monl. Z1, 1I1Ina 18 Is groalor lhon llno 19, onlor lhe dlfforonco on lIna 21. This Islho TAX DUE. A. Enlor lhe Inllrosl on lhe balanco duo on lIna 21 A, B, Enlo, Iho to'" olllno 21 and 21A on llna 21B, This Is tho BALANCE DUE, Make Chock Pa ablolo: R 1,10' of Willi, A onl ~ ~ BE SURE TO ANSWER All QUESTIONS ON PAGE Z AND TO RECHECK MATH .. .. poNI . pol"'}'. ...... II...n,nc "IIlCCompo"l'''II1C . .......,.,.. ... my now go. .,.. r..., ....oc. ond compIoI.. docllr.'hI,.1I rOIl nlll. hll _n r.por'od.. U... ""ko' v.I..., DlCllllllon.' pr.por.. .,h...hln 'ho po......l'.pr_nllllvo I. bI'" on .llln'o<",lIon.f which prtparer hlS'rrJ know*lgt. C A f V~O CRC KOK P S X 1, Original Rolurn 4, lIrritod Es,.lo 01. ll. R E C A P , T U l T o N 59.30 Nono None 12 ,411. 78 50.00 None 87 ,521.08 (8) (I) 8,517.60 12 ,001. 34 (10) 20,518.94 67,002.14 (11) (1Z) (n) (14) 67,002.14 (11) 0.00 X 0.00 = (lS) 67 .002, 14 X ,06 = 4,020.13 ~ (17) 0.00 X .15 = 0.00 (11) 4,020,13 C o M & I T I o N Int.rest 4,000,00 0,00 (11) (ZO) (21) (ZlA) (ZlB) 20,13 0,00 20,13 SIGNATURE OF PERSOH RESPONSI8t.E FOR FILING RETURN 1 ' . I . (.(!,\.. t . ~tt SIONATURE 0 PREPARE~N REPR, ~:~::",:.~"."",'nc. Carolyn L, Polly 2311 New York Avenue eam - - iim- - -Pi." -"i 70ii - -" - -" - - - - - -"""" - - -" -""" - - -- Goldberg. Katzman'" Shipman, P.C, 320 Market Street, P,O, Box 1268 H-';';r ii,burii;" PA - - i Yi6il:i26ii - - - - - - - - - -" - - - - - -" -" DATE 11-'3-9ID DATE C;' II' 7 "-? Form tHO (Rev.1.14) Act '48 of IBM provld.. for the~uctlon of the tax ralll Imposed on ut":'" value of tran.,.... 10 or 'or \he u.e 01 \he 'POUIt. The ralll .. prllcrlbed by the .tatul. will be: .3"10 (.03) will be applicable for ..tatll of decedenl. dying on or after 7/1/94 and belore 1/1/86 .2% (.02) win be applicable lor ..tatll of decedenll dying on or after 1/1/98 and belore 1/1/87 .1% (.01) will be applicable lor ..11111 01 decedenll dying on or after 1/1/87 and belore 1/1/88 .SpouIII tran.I.... occurring on or aller 1/1/88 will be .x.mpt lrom Inherlllnce tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (Xl IN THE APPROPRIATE BLOCKS. YES NO I. Old dlcedlnt mlkl a trlnsler and: L rolalntheuSlorlncomoofthopropertytransflrrld",. ". "",.".",.""," ..""",. X b, rolaln the r1ghllo designata who shan USI tho proplrty tronsflrrld or Its Incoml, ' , , , , , . , , , , . . , , , , , , , , X c. rolalna..vorslonaryInll"st:or , , , , . , , , , , , , , , , , , , , , , . , , , , , . , , . , , , , , , , , . , , , , , , X d, rocllvo the pro..... lor lifl olllthor peymonts, bonlrols or CI..?, , , . , . , . , , , . . , , . . . , . , . . , , , , . , , X z. "doom occurred on or bolo.. DlClmber 12, 1982, did dlcldlnt within two y"rs prlCldlng dllth trlnsfer property without rlCllvIng adlqultl conslderallon? II dllth occurrld aher Dlclmber 12, 1982. did dlCldlnt trlnsfer property within Onl yoer 01 dllth w~hout IICllvlng IdlqUltl conslderlllon? ' . . , . . , , , , , . , , , , . . , , , , . , , , . , , , , , . , . , , . , , , . , , , , . , , , , , , , , , X 3. Old docedlntown an 'In INst lor' bonk account It hls or hor dlath? ""..,..",.""".,.,...,., X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FilE IT AS PART OF THE RETURN. CopyrIght(.)!1U Iaml.._ only CPSyst...,'nc. F""" 1500 (Rrt,7,14) ~lV - IIOZ IDC + (11,11) ~ co......MbYAH1A UTATI OP FILl NUMIER Bernice H. Dale 55 202-20-6483 02 20 1996 21-96-0171 property JoIntly-owntd willi Righi 01 sumvorahl, muatlll dlacloleel on Scheelute FI All r..,..tatl lhould III ra,orteel at lalr """'at value whicllla dalIneel .. the ,riel at which 'lOJIorty would IIIlxchanleelllllwHn I willing buyor and I willing lollor, nollhor IIIlnl com,lIlee1 to or alii bolh havln ,..aonabll knowleel 0 oIlhl ralnan! lactl, ITEM NUMBER DESCRIPTION - VALUE AT DATE OF DElI TH 1 Real Estate located at 303 North 23rd Street. Camp Hill. PA, valued per HUD-l settlement sheot (copy attached) 75.000.00 . 75 000.00 TOTAL (Also ontll on 6ne I, RIca ltulallon) (II more spacI Is nelded, Inslrt addhlonal Sholts 01 same Slzl,) Col>1rlghl(c) 11M form oof\wlll rrit cpSytt...,Inc. 'orm 1110O Sc_ II (Ilov, It,ll) illY. 1101 IX + (4.11) .. o CO"~imMg~NlIA ISTATI 0' SCHEDULE B STOCKS AND BONOS FILE NUMBER 21-96-0177 Bernice H. Daley SSO 202-20.6483 02/20/1996 owned wHh RI hl 01 SUlYlvorahl mUlt be dllclot'" on Sch"'ul. F,) DESCRIPTION VALUE AT DATE OF DEATH 1 59.30 One (1) $50.00 U.S. Savings Bond, Series EE. titled solely in decedent's name. issued June 1983 TOTAL (Also .nI., on One 2. R.cI ltulallon) (II moll SpIClis neod...,Ins.rt Idditlonal sho.ts of SI",. slz.,) COpyItfhl(c) 1114..... "'twill oNt Cl'Syo.....,Inc. . 59.30 Form 1500 Schodulo B (Rov,4'1I) ftlV.IIOIIX' \I,ll) ~ r-. SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Pi.... PrInI 0' T . FILE NUMBER 21-96-0177 COIol.~WI'~AHIA IITATI 01' Bernice H. Daley SSO 202-20-6483 02/20/1996 (All ITEM NUMBER 1 owned with RI hI ollurvlvorohl mUlt be dll.IOIod on S.hodul. Fl DESCRIPTION VALUE AT DATE OF DEATH 727.40 Personal Property located at decedent'a reeidence. valued per listing (copy attached) 2 1994 Subsru Impreza. 4-door ~edan, 5-speod manual transmission. valuod per listing (copy attached) 8.675.00 3 Dauphin Deposit Bank Checking Account No. 0027126099. principal balanco. valued per Bank's letter (copy attachod) 2,539,80 Accrued Interest 1.16 99.00 104.26 4 Internal Revenue Service .. 1995 Tax Refund 5 commonwealth of Ponneylvania. property tax rebate (1995) 82,35 156.27 6 Homeowner'e insurance premium refund 7 Refund of county real estate taxos (see HUD-1) 22.89 8 Refund of school real estate taxes (aee HUD-l) 9 Refund of eewer charges (soe HUD-1) . 12 411. 78 TOTAL (A1.0 .nt.. on line 5. R..I ~ulollon) (AlIoch .dd~lonaI8 1/2' . 11' .ho.ts K more .pIC.1t nt.dod,) CopyIIghl (el 1114'.... 10''''''0 only Cl'srs-,In<. '....1100 s<hod... E (....., Z.Il) 3.65 ~ r-.. ftlV. 1101 IX . 111.11) COMll.mm4\a~AHI. SCHEDULE P JOINTLY-OWNED PROPERTY FILE NUMBER 21-96-0177 IITATI OF Bernice H. Dale Jolnllonant(ol, 02 20 1996 ADDRESS 1300 Motter Avenue Frederick, MD 21701 RELATIONSHIP TO DECEDENT granddaughter A, NAME Lee Neff B. C, ITEM LETTER DATE TOTAL VALUE DECD'S DOLLAR VALUE OF FOR MADE DESCRIPTION OF PROPERTY NUMBER JOINT OF ASSET 'JoINT, oECEDENTINTEREST TENANT JOINT 1 A 10/ /86 One (1) $50,00 U.S, 50.00 50,00'; 25,00 Savings Bond, Series EE 2 A 10/ /B6 One (1) $50,00 U,S, 50,00 50,00'; 25,00 Savings Bond, Series EE TOTAL (Also onl" on IIno 6, Roeooit\llalionl Is 50.00 Jolnlly-ownod proporty. (If moro spoeo is n..dod, Insort .dd~ional shoots 01 sarno sizo,) Cop)'rl9h1lcl'~''''' ..""'"....., CPSpl.....,'nc. F.... 1500 Sc_ F (II.., 11,11) , ftlV .lIlIlX . (1.11) ~ f", COIol~.MbYANIA I5TATI OP SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Plea" Prlnl or · FILE NUMBER 21-96-0171 02 20 1996 DESCRIPTION AMOUNT Bernice H. Dale ITEM NUMBER A. punenl b,.na..' 2.378.00 1 Myers-Harner Funeral Home .. Admln\llrellV' CoelI: p.rsonal R.P....ntativ. Convrisslons Social S.eurlty Nuni>l' 01 p.rsonal R.pre..ntative: VII' Cornn1sSlons plld 1, z. AlIOrllIY FHs Goldberg. Katzman & Shipman. P.C. 3. Flr,.ily Ex.~tion Claimant Add.... 01 Claimant II doced.nt's d.lth SIIIII Add.... CIly - Zip Cod. R.lationshlp Slal' 4, probate FilS Register of Wills C, Mllcellan...... Ex,.nl'" 1 2 3 4 The Patriot-News ., advertising expense Cumberland Law Journal,' advertising expense Regiater of Wills ., short certificates Goldberg. Katzman & Shipman. P.C. ., reserve for closing costs Register of Wills ., filing fees for inheritance tax return and inventory Real estate closing costs ., title charges and 1/2 transfer taxes. per HUD-l (copy attached) 5 6 5.000.00 140.00 75.10 40.00 9.00 50.00 25.00 800.50 . 8 517.60 TOTAL (Also .ntor on tine 9. Rocl ~ulationl (II more ',Ie. I. noeded, Inll" Idd~lonal .hMll 01 11m' Ill',) Copyrlght(c) 1194 tormlOt\ware frit CPSyat_.Inc. Form 1500SchodIM H(RrI, 7-11) , ~IV' ,11I IX + Iz.l1) ~ f"'. COM~~AHIA mA11I 0" SCHEDULE J BENEFICIARIES "ILII NUMBIR 21-96-0177 Bernice H. Dale ITEM NUMBER SS 202-20-6483 02 20 1996 NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE 1 A. T..able Baqull1S: Dennis H. Daley 431 Delancey Court Hechanicsburg. PA 17055 Son 1/3 share 2 Phyllis A. Swartzlander 7521 Wertzvi11e Road Carlisle, PA 17013 Daughter 1/3 share 3 Carolyn L. Polly 2311 New York Avenue Camp Hill. PA 17011 Daughter 1/3 share ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charltoble and Governmental Blqull1S: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also Inlor on Ilno 13, RocI itulallon) (II morl .pacI Is nolded, In.ln Idditlonal.holts of .amo .IzI.) CoIJ1IlIhl (e) 1114 '.n".'twon rrif CI'SyoI...,'nc. . Fonn 11500 Schod'" J (.....z.17) 0.00 TABLE OF ......:.... .' exhibit A ~ () ..t.c..o (1) ~ r", LAST WILL AND TESTANENT OF BERNICE H. DALEY I, BERNICE H. DALEY of the Borough of Camp Hill, Cumber- land County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking any will previously made by me. I - I direct the payment of all my just debts and funeral expenses out of my estate as soon as may be practical after my death. II - I devise and bequeath all of my estate of what- ever nature and wherever situate unto my children, Phyllis A. Swartzlander, Carolyn L. Polly and Dennis M. Daley, in equal shares per stirpes. III - I appoint my son, Dennis M. Daley, Executor of this, my Last Will and Testament. Should my said son fail to qualify or cease to act as such, then I appoint my daughter, Phyllis A. Swartzlander, to act in this capacity. Neither of my personal representatives shall be required to post bond in this or any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this, the 10 w~ , 1981. day of LD.luu II 114ru:". .."..,......T"'. __ft_n c......."-"- _ J , , ..:kr ',l.l.t.~ (SEAL) 4,~~ Bernice H.~ley "- ---. ."_. ._- ~ r-, COMMONWEALTH OF PENNSYLVANIA) COUNTy OF CUMBERLAND) 55. WE, the undersigned, the testatrix and the Witnesses, r'.p.r"'.ly, who.. n.... .r. "go.d .0 .h. for.golng 1n..rum.n., b'lng f1... dUly 'wo", do h.r.by d'rl.r. '0 .h. und.r"go.d ,u'ho.l.y .b.. .h. ""..r1. 'lgo.d .nd ".ru..d .h. 1n..rum.n. .. h.r Lo" Will .nd .h.. .h. h.d "gn.d Willingly (or Willingly d1r.r..d .no.h.r '0 .lgn for h.r) , 'nd .ba. .b. "'ru..d 1. .. her free will and voluntary act for the purposes therein expressed, and that each of the Witnesses, in the presence and h..r1ng .f .h. """r1. .lgn.d .h. w111 .. Wi..... 'nd .h.. .. the best of their knowledge the testatrix Was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ..-'7 Witnes . N/(?~ ~ Witness SUbscribed, SWorn to and acknowledged before me by the testattix , and sUb~ibed and sworn to before me by both Witnesses, this /0 day of JUly , 1981 . . - - ~-<,./ l :fu- ./' , otary Pu c . . .............. a...... '..'''~If'I'''. '.---...... ..~"'- -... ;;{.;~:' ~:~\.. TheIn" s. "''''Oslin. NOb,., /It,fI6c AI, c_.... Ex.... u., I, "'4 C4m, Hili. '4 c.."itrla.ct C...." '" ^ Register of Wills of Cumberland County, Pennsylvania RENUNCIA TION Estate of BERNICE H OAt EY also known as No, , Deceased The undersigned, TIp""" ~ M. DR.1 P-V nnn Phvl1 i ~ A. Swn.rt7.1 n.nrlpl"'. son of (Relallonshlpl (Capacily) and da.ugh ter Ihe above Decedenl, hereby renouncelsllhe right 10 admlnlsler the eSlale and respectfully requestlsllhal Lellers TA<lnmAnlnlV be issued 10 Ca.rolyn L, Polly Wilness 23rd- day of i Dennis M. (Signature) (Address) Sworn III or affirmed and subscribed belo~ me Ihis ~ .51:17 day of ,.~)J"Jfo'~" r 19 7t: . - . 1...-........................... ...... .. ............ ........ ..._.........._J NOTARIAL SEAl MARY L MYS. NOTARY PlJ8UC HARRISBURG. DAUPHIN co. PA. MY COMMISSION EXPIRES APRIL 14, t997 enunciation, executed outside the Office of Regtlter of Will, are required In loma countl.. to ba nolarized. F.-1lW-4~c...,.""",Mn ~ -.:# .(I'UID <D J;llhlblt C o '" ~ IIW"'''''. ~'I ...... (OMMOHWUltM 01 'IHH'T\Y"HlA 01""'''"' 01 .n'Hul ,.unAfiKl'U INtltOM JO" OffICI toI nll ""..,tltulO.'A lPIOMU7 PI.a.. Print or T p' MUIT II COM'IITID IY U'.UINT...T1VI 0' "N...NCI...IINITlTUTION WHERI SAIl DI'OSIT lOX 15 lOCATED "'ND UTU.NID TO ...IOVI ...00.155 COUNTY COD' "II NUMB'I SOCI...L SlCUIITY 01 DIATH CllmlCAn NUMB.I 33 c '3 I 2 -"' -t.. !J"'J N A I",";./"ST, "'IDDlIl I I ...T 0' ....TH pA G:--Y (.)~I~ rr. '7...-2.0-q~ ...DDIISS 0' DIC.DINT Isml11 I /'1_ 1-'- I L1ClTYl rJ l"AlIl II" CODII ? D 'J (\, 2. J ""\ S;- Vn 71 (''4- / ? 0/ ) NAM' "'ND "'DDRlSS O. 'IISON ..QUISTING THI OfENING O. THI s...n D.,OSIT BOX IN...II I fi>~ 1/,,( IsmlT ADDlIlS1 r"J5"-L. \ SAFE DEPOSIT BOX INVENTORY N"'M', ...DDRlSS "'ND RlLATlONSHIf IIf ...NYI TO DECEDENT, o' ,IRSON!SI 'IESINT...T THE BOX OflNING .. (HAMil IULAflONSH1'l _fll~lIl~ 7:;>m...,Iv-/Io-. I"RIIT ADDRml IClTYl S'uf\.(L.1 '"2.. L./..J {I.. tJ~I'-...J"V,ILr. fl.J... Cft-.<- L.t.r I.t. IClTYl (J...~ ISTAlIl II" COOl) /701 r ISun) (lIP CODE) ~, CAMEl L. p", LL'j t1u..lnONSHI'1 ~,'I.YN 1> ,.,.".../ iv'"XJ'- ISTIUT ADOlnS) IClTYl (SU.rE) II"CODII ;):]1 \ (lJ e-,..., YO..:.I<" r~.~ IJ-:(.. fI'", /-, .; ,. IN....II (IELATlONSHI'1 (STIlEl ADOllSSI IClTYl ISTAlIl Ill'CODII NAMI ...ND "'DDRESS O' flN...NCIAL INSTITUTION WHERE THE SAn D.,OSIT BOX IS LOCATED IN....II ~o('J..,fV IsrlllT ADOlUS1 /1.tJ() tr-.T-<A~ fr- o NAM, 0' fEISON MAKING LAST ENTIY ~'1111.! DATI O' CONT....CT TO RENT BOX NUMBER O' BOX ~I,y (,'!- /30 i NAME AND ADDRESS o' 'IISONISI HAVING ACCESS TO BOX ., iN....II ph I( III ( )t.<' ol'-'J C......t.l/'- (STUll ADOIUS) /)""'-fC" /;- ({ 1I"v-.... { IClTYl l"'r)-.'1tN' AlATEI fIlP COD!1 V"'''''' /7o'f3 DATI AND TIME OF LAST ENTRY 2,-1.7...-4(,. TlTU UN...I'ER WHICH BOX IS REGISTERED (,!,J."rUv, c(.. H /)" L:. . II. IN AM!!) {SUUT ADDIUS) (CITYl I>TAlI1 II"CODIIIClTYl I>TAlIl (ZIPCODl) NAMI AND TlTLI O. IMfLOYl TAKING THE INVENTORY C'AA 1'10... C; (~t..-;"i'"'''' ~ (Y'o..".Io(....'71 ,...."i~ WAS'" WILL IN TIll BOX? aYES 'i'{N0 H YO" ., D.,..f willi II. Nam. and addt... .f ,enonal ,.)...."'.11.... 11 namod I" the will iN....ll ISTaUT ADOlnS) (CITYI I$TAU) 111"ODI1 c. N......ncI .dcl,... ., _Homey. tf on., IN....I) ISTltn ADOIlSSI (CITYI ISTAnl (ZIP coon 1"""'1 ,-... Page SAFE DEPOSIT BOX INVENTORY INSTRUCTIONS (1) Calh. R.port tolal only. (2) Stockll lIat In d.,olI .v.ry common or prel.rr.d c.rtl!ical., warrant or alh.. rlghll lound in bo., Slacka are 10 b. dllignal.d by nom. of company, c.rtllicol' numb.., dol. of c.rtillcal', nom. In which alack la reglsl...d, and numb.. 01 ahorea and don 01 alack, (3) Obllgallonl of U, S. Gov..nm.nll Numb.. 01 it.ma, dol. of inu., lac. valu., namll In which reglst...d and typo 01 own.rship, i.." lolntly h.ld, payabl. on d.ath, .Ic, (4) Bond.. DIIlgnal' by nom., amount, a..lal numb.., or alh.. dllignalian. (B.or.. Banda) (5) Bank and Savlngl and Loan POllbook.. 5101. namo 01 dopoaitor, numb.. 01 book, loa' doll app.arlng in book, namo 01 bank and branch, and balanco. (6) J.w.lry, Coin I, Stampa, Manulcrlpll, .tc, llsl and doacribo aa fully aa ponlblo, (7) Dlldl, Mortgagll, Curr.nllnluranu Pollcl," or oth.. .vld.nclI of Ind.btodn,", lIat and doacrlb. aa fully aa poniblo. (81 An other cont.nll, 't- r.,...:n., o::...llftc~... ~-- - ofJ i>'jt. \~'1 1,....- PI:'rc. ,'tttL.l, "":f.,~EM DESCRIPTION ".l.1< \.<..........,..r '.It,.f f-t.......-- _ ~ ITA ,,~-r. p",.,. I J- rr-J-s- :)Cn fl. ';)?AJ Jl\J:;..f fI,<.{. J:FtLt. -Dro 7(/o/!t 2> V r!> ' 1../91'1' q,-.i... " ^' Do:.. Z)rt> 7":> Vi J (,).!'"ll"..,,, l..lrftrr--- ~ro ~/I 37 '2,..."'.1. '-r _ sr. ;::-ro/yo..... LuiNtvv cJ""""'-L A'Z-,/o7_ r;....._l.~ -vo- ~ (H.,I.-b<r./ ("1"1'rlA ~A..C'...-.n..i_ "."</M ?>.a..t ~~~1 ,..1 to 21m 1-/ " _ 7/l..t+cr '-l( ct- 4.,a....A (, L{, ~/~-lf J _ , /oJ ;t.~ I .II- bl't U tf ';2.b I J '.> _"';:Jib ~ I - 'I] '7-c"- t.(,ll:.....~ Ci.- ~~, (I Tc. /.. r L-.p.:-,,,, I.-tf7. '''J - r(> I'- ;::...... Fc,,~ tm '.-11,."...., t.ln 2.-~8.., IN ,,~Ct- I-W', d, _ ))11) 3-:;,,-/)-- ."'l.f,'" _ ~(~,p 7:>~' tjl.',v.A~ ~.....-t:' 11,;"'....' _ rz.... ~vl.(,..... 411.. c;" as- Jr I N'f'~ 0- II rt) 'J -{. -51-- 7-..'- A fl'lI"rot'- C t", .J !fy- fY { r 10 It l. "i'.'l. /jOf\-.f>$- l.h'7J)-t...8:l- 7.'\ so' /7>/'b "- 5"4 .'J- r.~""'" /~Al ~tL- ~ to-~F~.. /1.>i'l> lo-fb - P,1. ~<' G:. - t!,t.__c."~ l!"- I urllfy under p.nalty of perlury Ihol tho above record II corr.d and compl.t. to tho bllt of my knowl.dg. and b.lI.f. Gfr 'ri"' N:~:: n~ ;'''y CI.fII- 'n c:- (-TI' 11"(" .-:z",..-..J.., r......~"f"T"_, "..~/L, NOH: jlttoth ad~ltlonal pv," " 11. sheetlflll np.p~!ary or ule dupllcalp! D/ !hl! C"~~ of fDr"" __.__.._ -_T" . - -- - ( ^1'; Dol. (),J-0'7-1 t o <_".._;,,,,,,..~o..;.;.""~__""'-~:"~"_'.'T"-'-"--" ..~,.@ exhibit 0 ,,_.~.,.,. ._'~""'. "4._, o --.-.------------- -----.--- .-------..--- ----~_.. -'---- . III UtrAllI.....HI tlf ItfltJf\~t1I}l"'...HIIf'VnOl..A'1lI ,.... OUfl'1ft 1M10J'" 5[1 II IMU AII.MUII IIIII"M) I....,.... ASSURED LAND TRANSFERS. INC. II IYP[ or to^,' Third"" Mnrkol Slrools r.o, Box 109 1_11"1" Illru'lA J Ilea'''' IJI'WS Lornoyno, Ponnsylvonio 17043-0109 ~ 'lleflf,., If" II ritE ,"JUIIU' , ' lO"'U'IIIf,1RU' (717)7Gl.4720 1000(,1 II UUIlI IU, CASE 00 t"llo /IOJ60-1 CflOl[ Ih.. In,m i,luIIU'''II" In UIV. VOlI II .IAl..n..,1 nt Af.lulIl ,.111"",..,1 rn.l, "-"IOl",I. plIitlln ."" hy Ih. '1I11ltlllllfll 'U"" A'. .ho""," U."" ,n",..1I 'hi 0 ~ )' "'11'. rAi., nul'MIII lIul r.1o""Q.lh.y AliI "WHlrn IUIIIIIIM .,lfflml'.lnAlllIIIlIlIUI AmIA,.,wlllldlHI.111n '''II kll"I. I) HAUr "'Un "'IJI)".:!'.! OJ' ItlltVIOWr 11 F "AUE ""II,"llIWW!'IlIUr ".111111 r PlAJ,lF "un A1)()flf;5SOF' 1('II)(n Woodrow J. Colbort Cnrolyn L, Polly IJindn I" Colbort Adm 1111 ntr"trl x of tho CMHI Eotnto of nernlco II. Ilnloy o. rnort:ntY lOCAIIOtf II :\F111 UAFrH Anon I S{ HUt,I(fH OA1{ JOJ N, 2Jrd street A9Durod L.1nd Trnns(orG, Inc. 06(19/96 Camp 11111 DOROUGII M.Af:1: Or'iFtlIIMFflI Cumbgr1and County J01 Hnrkgt street Lomoyno PA 1704l J. IUU'UftY 0' laRROWF.n" '""H....C"OH~ II:. IUM'U"' 0' IILlln', ,nAN,ACtlON: tDO anon A"OUHt QUI ,nou IOAnoWI!l 'OIl anon "MOUNt DUI 10 nUln 101 CnnlIA(1 ul.. Jtuc, I:ruOO~Olr tnl Conll~cl ulll' JtlICII 150lJO,OO II., rll"nr'.II"tIl",.'I,;, tftJJ1I1I1MIIIJ"npA,lr 1111 Sfllllnln,,", eIlA'OUln 0011"*11' {IIn. I~OOI 1);'.:1.:> .., ... ... ,.. ... Adlll.lmnn'llo, "Am' (laid IIV ,"IlA' .... AdvAltr,1I ^"""lmlllllllof IllImt rlllld by ",11M In AIt'llIl\(lI IfIllC1tylh,..,II. '" .""CII,Il""",I,," '" III Cnl...tyl.. 06/19/96<, 'I' 156.n t\HCOI""ytu 06/19/9""'12fJ 1196 I'. ,l1 IIlIA"."-'1 .. 4nAAnlluINlfllt '" .. ~ch"1 06D9/9","06TJO/9' U,II9 ..,. School 06/19/96<, ,.. 22,89 II. :,ewer: ~l)OI 6 mo. end 6/l J.b' 41ft Sewor: ~601 6 mo. end 6fJ " J.65 '" ... '"~ .., '" 011011 AUOUHt DUI '"0'" lonAQwlR 76508. )1 "0 anon ......OUNT DUI 10 IILUA 75182.81 lOll AMOUN1I PA'D" OR IN IEIlALF 0' 10RnOWIR !oI!II nlOUClIOHS III ."OUH1 OUll0 UUEA "' 0'00'11 01 .,m.sl money 10JO,OO SOl E_cnn dllDOSlI I..' 1f1ll,ucllOn'l ,UU "" flfinClp.IAmOllnl at n.w lnllnt" ~, 511\11.,.,.,,1 (hllotl 10 tln., (Ilnl 14001 "u PO' Ed.lluQ 1Oan(.) ,""'" sub,tl:l'O 'IU E1ltUl'O to""l') liken ,ubjtcllO ... 104 Pllyoll 01 Fif'l "'OflgIlO' loan lIards Savlngs Bank J882,24 ... Sot rayol! 01 Stcond "'ollo.gltoan '" ... IO' ,.. "" ... ... ... ^dl'''lm,"l'' 10f tltln. unpaid by ..nil' ^dru.lmflfll.IOl' Ilem. unPlid by tllhll ""Cltyn~l.. '" IlllCllyna_IU .. '11 Ctlunl.,lu .. "I County I.. .. ,,,A,,"n_" .. '''A....'"''"U '" '" School .. '" Schoo' '" ,,, ." ." '" "' '" - '" ." '" '" III '" 'PO 'au\. PAID 1'I'I,on lannoweR 1000.00 "" 'aT At RIDUClION AM aU"' DUI In\.lR 5682, H 30lI CAlli AT IUTUMINT ,nOM on '0 10nnOWlR lllllI CUlt AT ,,"\.III'N' ,oon 'ROM lULU "'I O'OU ",nnunI dlHlllOn1 bOfIOWl1 (IIn. 120) 76500,JI 101 Olon amounl du. 10 unll (IInl "201 7518L81 "', ta.. amounl pIlkl brllOf hOlIOWI' (IInl 220. 100U. UU Mltl" IldOCllon amounl OOt "nil (lint 5(0) 5682.74 ..., CAS II 100 FnOIl) III TO) oon~OWEn 75508,)1 ..., CASIlIOQ TOI II I FnOIl) SELLEn 69500.07 ...}'~ 0 .(J Q(...J /I'h.' JI.... ;f, ,0. II ,: U... ',i(iA../.~~JJ;{ 4...1. L' {t;/"-,,r f~!,dl J /':UI/I Z'e-q j.J, J2d v" 7! .--~_.. ~ ..."...C119tlrI".....SJon.h". ....... ~....... & (..ro., "-v.lltl ~' ~f 'III'flllll.lU,llll I II II I'illll 1 Af4111J1111^,J IIt~lltJI''''1 ~ Ut.lUII" J'J.lJlI,'ll .,' ~t:lll.lMUH 51^,U...~nH r. .1 lOOilt,1 . "'Jlnr,"OU- -.lllHROU l. IE IfUI,IE'U CIIAnOI!I ;;1OTAl'iii..,...olll..', COMMlt"UN ......~" ,;j;;i--'-SOOl). OIJ IUnnOWln" ULLUI', 'UNUI Af 'UNO'''' n""'.lIlofl;or'wnt"w"'tMn. 'lllll..'"...,....' 'l'oE.lI $.00 =~ tI"l,M'NI I.. I .n ' ~: ID, 1 On ,., ConllnlUton PI"' ,. S.III,,",," I I.. 'I lIOO ""'1 ,AUIU IN COIINICTlO" ""II LOAN 101 lCtJlnO'IQ",lIonr.. " 1101 to."OltcolIlIl " 11)) App,el'" r.,10 ." C'ldll ",pori 10 ... lend.,. "",..ICllOOr.. ... MOfIU.gll In,Of_lCe Appllclllnfl,..ln OJ' Auurnrllmf.. OM "" ". '" mill'" "IOUUIlD" LINOln 10 II 'AlPIN AOYAlle' 101 Inl",,,,,,,," 0;/19/96 1006/ ]0/9, 01 Id.., tol MOItOIOllnlllfltFtCf P,.."1Om 10' mn '0 to) Ihn.rd InlUlaN:f f',.",1Um '01 ,.. '0 "'. y"lfJ "'. tI)O "nlny., 01'011110 WIlI'UNDEA ron 001 'IAUld "'tOlfnCl mn 01 '''0 ~~t..~'K"~ 001 Mmlglo.I"llllIOC' mo 01 "00 }'fjlj' . 001 Cltyllnwn I'. mn 01 ~M !'l,-:' 004 Counly I.. mo 01 24.44 'M , ~ 005 ^U..lfflen'l mn 01 ~,oo i+A' . , 00ll mo os 6],41 "00 I.. .., mo 01 ..oo fl:-n ';!;\ 00ll mo 01 'M )~1; . . iIi ~ 100 1I111 CHAROU 10 I SaUIMnenl or ck)lln", I.. In 101 ^h"UI(lorllll....,ch '0 10' rlU. ...mln.hon '0 ,.. lill.ln,urlne. blnd.r '0 10' Oocumenl p,.p.r.llOn '0 ,.. NoI,'yl... '0 '" ^"orn.y'.,.., '0 II.O.C. 1_Ir.k",.. allOY' tten., No I Doell prellaration ~l'"~'}~t.~-~t>rn.;~1~tltlc:_~i-m~i;~ . ,.. IIlt.llI,mAlle. 10 ^GourOll Lnnd 'l'rnnolero - lindud., ,bov. i1M1' No I 1102 110] 1104 1100 lot l.nd,,., coy'"",' , 110 OW".". COY"'",' S 75,000 III.D1Bb fee Assured Land Transters ] .00 III tOea t;X t"ee J\SDuroCJ Lanu Trans[ers 1 15.50 '" 1 100 aavlAH...", AlCORDINO AND 'RAHUU CHARon 0'01 R.cordinO I...: Cud S lJ,OO Morlglg. I Mile S lJ,OO 2'01 Cily/counly 1.!l./tlampl. a..dS 750. OQMnllg.o. S 50,00 20' SIII'lu/,lemp, D..d S 750. OOMOf.gao. S 750,00 ... ... lOO ADDitiONAL nnL""I'" CItA"OU lOI SUI"'" '0 lO, r..llnlp.etlOn '0 lOJ lO' lO. ... 10'AlIl1TlI"lN' CIlAnOl' lllNOf onllnel IOJ .nd 501, 5ec1lon1J~dJtI lJ25,50 000,50 ,....... .0'......,,........,.. ..--.."r..--"IMI..._ue....'.._._...._... .._... ..-.-.......,1110-1 ..........11"'--... ____ II..... ......,...,........ ,._.......................,._..~...I..__~...........H.........-...ltlt.'_..,.fIo_........""............._.....W.................___.....-.. ...,......._..................._HI... HUO CInTlPICATlON 0' IUnnl AND IILLlRI Ih...clI.luIy".....d hllUO.1 s..~ 51"""" and II) lheh..tof""~IlV-1M b...,," II .If\HI .nd .cCUlIII. '11'_' olllllCelolllltd dltburllfNfll. L?~ll!:['~~."'.~.K_...~~fii!~ ~~/ ~ 1 .....~-....-. .._.._.~) ~ ,.""...~...,........ ......"-.11......,...... ('II'" j. '~ll .4, &/ '; ~ -'u St II () ,~o z '61 d".,.i:lJl..(( It! 10 .- 1...11I.).I.~-yf'IIl~...."........_........,I'_...H.........IIloIiI"_KIIiM 1"-....- ....._............H...........t1t...___..... ~ ,1,,('11 ..............~-.......4.~~;J...~-"',..,_. ~_ltel.,...~ ExhIbIt E t""'\ f"", Bernice H. Daley 303 North 23rd SlTeet Camp Hill PA 17011 Page 10(3 AIITOMOBIT.E 1994 Subanl ImpreZ3, 4 door sedan. 5 speed manual w/19,500 miles VIN JFlGC2243RB535249 HOl'i1E Small wood/aluminum ranch, 3 bedrooms, I bath, kitchen, dining rootIl, living room, 1/2 basement, semi-attached 2 C3l' garage S 8.675,00 575.000,00 " MAIN BEDROOM 5 70,75 1 full size bed S 15,00 1 dresser S 25.00 2 night stand S 16.00 1 small chair S 3.00 2 small table lamps S 2.00 1 large table lamp S 2.50 I clock radio S 1.50 I telephone S ,75 mise, cologne and cosmetics S 0 misc, cosrume jewelry S 5,00 misc, clothing in drawers (see note I) S 0 misc, clothing in closet (see note 1) S 0 misc, shoes (see note I) SMALL BEDROOM 1 5 32.00 I twin bed S 10.00 I dresser S 15,00 1 night stand S 5,00 2 small table lamps S 2,00 mise. clothing in drawers (see note I) S 0 misc clothing in closet (see note I) S 0 SMALL BEDROOM #2 5 32.00 1 twin bed S 10.00 I dresser S 15,00 I night stand S 5,00 2 small table lamps S '!,OO 11 r-., Bernice H. Dnley 303 North 23rd Street Camp Hili PA 17011 Page 2 of3 BATHROOM I scale misc. towels and wash cloths mise, medicnl supplies mise, bathroom supplies mise, personnl cnre items mise, cosmetics s 32,511 S 2,50 S 10,00 S 12,50 S 7.50 S 0 S 0 S 73,50 S 25.00 S 4,50 S 4.50 S 1.00 S 2,00 S 8.50 S 7.00 S 4.00 S 4.50 S 2,50 S 10.00 S 0 S 101.00 S 30,00 S 32,00 S 25.00 S 10,00 S 4,00 S 192.25 S 15,00 S 7.00 S 5,00 S 15.00 S 10,00 S 35,00 S 9.00 S 15,00 S 20,00 S 4,00 S 3,00 KITCHEN I refrigerator I coffee maker 1 full size mixer 1 hand mixer I pressure cooker I table 2 chairs 1 portable radio I telephone I lonster misc. small hand tools mise, food items (see note 2) DINING ROOM I table 4 chairs I buffet 2 decorative ceramic bowls mise, table cloths LMNG ROOM I couch I chair. cloth rocker I chair 3 end tables I smnll coffee table I 19" color television I small television stand 3 table lamps I wall clock 1 plastic wall plaque set I foot stool .,.-.,., t". D Dauphin Deposit Bank and Trust Company MAIN OFFICE: 213 MARKET STREET. HARRISBURG, PENNSYLVANIA 17101 "7 2~S.2'21 Decedent Confirmation Name: Bernice H, Daley Social Security No.: 202-20-6483 Date of Death (000): 02/20/96 Account No. 4301720750047244 Type Charge Card Date Opened or Issued 07/31/85 Date Closed or Matured 02/29/96 (Closed) Date of Death Sa 1 ance -0- PLUS Date of Death Accrued Int. -0- Joi nt OIiners (;f !I/lY) None Date of Joint OIinership 0027126099 01301301 Checkin9 Safe Ceposi t Box 06/01/78 09/13/68 $2,539.80 Not Aoplicable Location: $1,16 West Shore Plaza Office None None Special Comments: N/A Additional infannation availabl. at $20,00 per hour. One hour .1ni.U8. Date Prepared: March 15. 1996 Prepared by: Carolyn A. 8erkebile QJstaner M!I/lagement Infonnat ion Cept. (CMI) Telephone No. (717) 255-2054 Page 1 of 1 fora 00-020-218 (REV 7/93) ExhIbIt H o a ....'-:.... Ii J:..\Y."!.~"'~'m,....""",,---, .,;..' ,. t'"'\ (", 10 HARRIS!" Dl SAVINGS BANK 235 :-lorth Second Street P,O, Box 17\1 Harrisburg, Pennsylvania 17105-1 ill 717/236-1041 July 15, 1996 Elizabeth S. Eck Paralegal P.O. Box 1268 Harrisburg PA 17108-1268 RE: Estate of Bernice H. SSN 202-20-6483 Loan Account Number property Location Daley 1051001055 303 N 23rd St Camp Hill PA 17011 Dear Ms. Eck: Please find enclosed the information you requested on the estate of Bernice H. Daley. Ms. Daley currently holds a mortgage loan on the above referenced property. The account was established January 31, 1995. The principal at the time of death, February 20, 1996, was $4,167.93. The account shows no change in ownership or registration since that date. If you should have any questions, please feel free to contact me at 1_800-554-4572, ext 259. Sincerely, !.l',u/J (U,-- &etu1V Michelle Crouse Loan customer Service Specialist Enclosure J/ II 1" 1oq6 Register of Wills of Cumberland County, Pennsylvania INVENTORY E8t81e of Bernice H, Dolev No. 1996.0177 0180 known e8 Dale of Deolh Fobruorv 20. 1996 ,Deceased Soclel Security No, 202-20.6483 I, Corolvn L. Pollv. Personal Represent.llvell) of the above Estat., deceased, verify that the Itema .ppeDrlng In the following Inventory Include .11 of the perlonal I.S.t. wherever .Ituate and all a. the tealeatlt8 In tho Commonwealth of Pennsylvania of ,aid Decedent. that the valuation placed oPpollte each Item of aald Inventory rllpresents Itl fair value .a of the data of the Decedent', death, and that Decedent owned no real altete outaJda of the Commonwealth 0' Pennsylvania except that which appea,sln . memorandum It the end of this Inventory. Irw. verify that the statements made In this Inventory ar. true and correct. IMe undl"tand that f 11.e .memenll herein ere m.de .ubj.ctto the pen.ltI.. 01 18 P., C.S, S.ctlon 4904 r.l.tlng 10 un.worn lel,llIcetlon 10 euthorltle., Pellonal Representative: Name of Attorney: Rontlld M. Klltzmnn ESQuire Name: C.!uolvn L. Polly Administratrix I,D. No.: 07198 Slgnetu,e:1 (. )~_..~:~ _~ iJtA.Lr- O.ted: ..11--1/ y y Add"..: 320 Market Stnter. Post DUlce Box 1268 HarrisburD. fA 17108.1268 Telephone: 17171234-4181 Description Veluo 75,000.00 727.40 8,875,00 2,539,80 1,16 pc: 99,00 1:04,26 - . :;1 ,59.30 7jO.OO 265.16 " 1, Reel eslele loceled el 303 North 23rd Streel, Cemp Hili, PA 2, Per.onel property loceled el decedenl'. residence 3, 1994 Suberu Impreze, 4.door seden 4. Deuphln Deposit Benk checking eccounl #0027126099 Accrued Inlerest 5, Inlernel Revenue Service.. 1995 lex refund 6, Commonweellh of Pennsylvonle .. 1995 property lex rebele 7. One (1) U,S, Seving. Bond, Series EE, solely owned 6, Two (21 U.S, Sevlng. Bond., Serle. EE, jointly owned 9, Refunds for homeowner's Insurence, rest eslala Ie xes & sawer ch.rges IAuech Additional Sheel. If necessary) Tolel: . 87,521.08 NOTE: The Mlmot.ndum of ".1 IIt.I. out,lde thl Commonwealth of PIMlytV.nll m.y, It thl el.ctlon of thl plrsonal "",..,ntlllve, Include the ".Iue of Itch Itlm, but luch flgut.. should not b, 'lltendld Into thl 10t,1 01 the Invlntory. . ~J " LAW O"IC.. GOLDDERO, KATZMAN & SlUI'MAN. P,C, ROHAU) M. KATJIoIA.N HAM' a. OOLDIlAU r, LIE IHII'MAH ,AlL J. EIPO~TO felL ICMXAIHOT J. JAY COOPaI THOMA' C. IROKR DAVID C. MILLtR ~ A. ITATLDI APRIL L. t"IANO.KU'AY OUT H. IROOKI .D"ERION J. SHIPMAN ARNOLD e. KOGAN JERRY J. RUlao KA~ S. rt'UCHTtfetRQ[R MCHAa. J. CItOCEHZI EVAN J. KLIC. .. DREW P. CIAht<<)N DUO MARKaT PlTHBaT ft'TRAWhIlRHY AQUAB. P.O, bOX UUIR IIARB.AnURO. raNNIIYLVAHIA nlOO'luon Tlu.IIPJlONII(717) UD4'4UU PAX (711) U04'0000 "RT""" L. GOLDI(AQ or C~HL TOAK Of"ICE: 110 t MAAKU STRttT YORK. PI.. 1740. 17171 84,J'7811 November 7, J996 CARLISLE OfrlC[: 53 WElT POMrRtT ITRUT CAAlIlI.[. PA. 17013 17171245.0507 t€R~[Y orrlCt: 825 FISHBURN ROAD P. O. BOX DD!! !CAtHeY, Po\.17033 17171 a:13.4040 Mary C, Lewis, Register of Wills Cumberland County Courthouse I Courthouse Square Carlisle, PA 17013 ICORREIPOf<<) TO HARItIS8UAQ OfFICE' Re: Estate of Bernice H. Daley, deceased No. 1996-00J77 Dear Ms, Lewis: Enclosed please fmd an original and one copy ofa Pennsylvania Inheritance Tax Return for the referenced decedent. An estate check in the amount of$20.13 is also enclosed to cover additional tax due the Commonwealth, Also enclosed for filing is an original and one copy of an Inventory. To indicate your receipt of these documents, kindly fOlWard a time-stamped copy of this letter along wilh a receipt for the tax payment to me in the envelope which I have provided. Should you have any questions, or need any additional infonnation, "lease do not hesitale to contact me, or Ronald M, Katzman, Esquire. counsel to the estate. p ('l cC> :~ iR ,,, Very truly yours, (~l ~! 6. / ~. , 0' ) Elizabeth S, Eck Paralegal lese Enclosures .'<- I'~ ,'1<: ~ -1 'iJ ~ ,h~ ~jr '~ ?i ].'- . ... LAW OPPless GOLDBBRG. KATZMAN & SHIPMAN. P,C, ARTHUR L. Q()U)8tRQ or cw.1tL RONALD M. KAllMAN ...... I. QOO.OIKIOO " Lm SHlPM..... p"I.A. ,J. [.,oIlTO NtIL ICI<IlVlIHOT J. JAY cooPtR .-.tc. -" DAVID C. MILLtA .JCItfrI A.STATLER APRIL L "RANO.KUlA" GUT H. 1A00K1 .JU'tAION J.IHIPMA" .......... I, KOOAN JtRRY J. RUllO K..... t. 'WCHT......otA J4QtAD. ,J. CROCDi%1 tvAH J. KLt't. II DRew P. QANrfON DUO MAR.aT RTRaBT 8TRAwnaRRT SQUARS P.O. BOX tgco IIARRI8DUBO. PBNN8TLVANIA ITIOO.IUno TBLBPJlotnC (7l1) U04.4ItU PAX (717) U04,000D CARLlILI: orret 83 WUT po",rAtT .tRtET CARI.ISLt. PA. 17Ot3 17171 24&.0507 YORK Of'rlCt, 110 t. MARKET ITRUT yORK. PA. 1740. 17111114'.1011 November 13,1996 HtRIHt't err,,!:: BID 'I~URN ROAD P.O BOlt: aeD HERSHeY. PI.. 11033 17171833.4040 ICORReSPOND TO HARRISBURG o"ICCI Office of the Register ofWil1s Attn: Cheryl Cumberland County Courthouse I Courthouse Square Carlisle, PA 17013 Re: Estate of Bemlce H. Daley, deceased No. 1996-00177 Dear Cheryl: Pursuant to your telephone conversation wilh Attorney Katzman's secretary on November 12,1996, enclosed please find our check in the amounl of$25,OO to cover filing and invenlory fees. I apologize for the inconvenience this may have caused your office, Should you have any questions, or need any additional information, please do not hesitate to contact me. Very lruly yours, i tlL ! /1, . ' I. CU) I...i;.ttJ 1 Elizabeth S, Eck Paralegal J. lese Enclosure .,. t-, ~_~..... :~~,\:::I " ~ i I."J l:J 'I "'( ; il~:.; G! llln'.") : ',:1 \0 t41 \1'+,') '\'!,.I /II ;~:', . ",.lS"i :_ . ~p .:... ". 'i t. ~ 'i' .' ~ .~ \-.{!.I, '."'.'~"\'" '.l~!.',~C) " J/.~\i. ~J: ., ~ , .~ ...n , :.... -" ., i (J" I "'il / ~I.'.~ .....< "... - 1- m :E tn tn m - o ! I- LL u ~ i < ::1 Il. - :t . C/) ~ ~ ~ ;: ~ z ~~~o~~ u ~ 'I; _ oJ .:Z~>x> ~ < ::I CC 0 III On~=~ ~~~~O. < ~, . ~ <'. ~ 0 ~ C N ~ "", ~ :J . 6 ~ 0: ~ III ~ III - C .J o (j ~~~ '1\~ ~ ~~ ~ ~e'\ ~\~ Q. "~""" .-,. eo .-- 'I! - -- . ., -----, ..... .-..... .-.......... ~ N . o ~ ..!!l v := ~ ~ 0 '- ..c o 3 l; 0 1;1(.) _ '50 >. ~ -= CU....COM_ ""'=::1_-= .....::Ic:ro-= vrOcnl": .- u cu - - ~'g~<E ....J oj 0 i:l.. = U l:; 'E ,![-: .0:1",_ ~g8~~ ~u-u-= .. ~ -., '.J' . -. ..' .., ... '" :J'I . ..--. i '.' '.1. I ~-.. :~":~;;>;\;::.Jc~_ j ---....-- .~ ...- -'._ '-'11 \. , \ \ \ \ 1 \ , . ... "'1\' " .-:; .. ~"'. , I. e _ ... r ~.. _.. - _.,. ..., ._ 0 I ~r - - - - -....:. - - -- - - --- --. -- ,--- -..-. --. "7 ---- - -----------___..J.--. .) i3.l\[1i~~..J~~-lf"~.\~:ti'_~ :; i~; ;,', ;";.:~:;~;i:: :., "''''~ ~ J .~; L: +... ? :;F . '~~ti '.i '~;:~j"/).\p;l :.;.':~~~;J.ty-J,..J'jit,jl%rJ ' .'nt;9~'...NN.vn/&ulA,! ,."!,',,.;.....- \ J'''''''--:;'"w'''i .~~ 'rj"cl'J · . ~ ...,,"" ';i{.:o!< ~~... < ~ t.- 141' ""-,,I"" ~ I<_~ "'.........., "".-' t." - '"'- ,0..', "'~*~:' ';j'" ~', i..,Ji,~' ,'!1t;f ~'i:.\iri~ 3f ttvt;> > ,"Of: 't~L.- .1\:'~~1,,3+~\'J:~,.\~ {<-.l,.~N<I: il~- 'r -':;, ~!i:~' I PM,' Am':"t-"'''"''''IT:-'$-I~~<;.'''' "1'..)~ -, ~, ._".\,''\'1~~''; :K,:ilt to ~IH;r<,~l.r.~. .. ........."NH-..auca-'AND-.._.....'Ji "';.I'" ',i :r ,-11..). ~"'H. !."",~.,. .~"'" .1.......11I,,"":).:,.)1' .,,;-:, ~t\;::' .-?:.: to RECEIVED FROM. D ACN ASSESSMENT P:I CONTROL ~ NUMBER AMOUNT RONALD M KATZMAN ESQUIRE Ivl .e:::u. 1;.:1 POBOX le6B HARRISBURG, PA 1710B-U!69 ESTATE INFORMATION, EJ I N MIER el-1996-0177 !I NAME Of DECEDENT (lAST) 1;1 DALEY BERNICE H I DATE Of PAY NT B fOSTMARK DATE CO NTY SSN 202-20-6493 (FIRST) IMI) CUMBERLAND DATE 0 DEATH : , REGISTER OF WilLS m TOTAL AMOUNT PAID .eo. 13 ", cw ,) . { . I. (I I .' " . ' RECEIVED BY, /11;, II. / ( f.:./ JU.~/) tJ.~..'.4 " .. //SlGNATU.J,. . :.' MARY C. LEW:rS '//iU'A) j)/. ,y...; REGISTER OF WILLS U> REMARKS CAROLYN L POLLY C/O RONALD M KATZMAN ESQUIRE CHECK" 122 SEAL .~~.~,---:-,.~---- - - -_. -.- ;--...- ---- .--- -----~ ., \, ., ~, . ~-."~r~ /,... . I \; .< (- J .. I '", -~o..J'-..--.... " -~ ",:>i ",' .. ~' . ./ ~.. . , .. . .f ...--' 0- .. --. ....~ ----~_._" .~ 111 .'.-j""-" r7 - " \. / j", j)l).-/<1 BUREAU Of INDIVIDUAL TAXES INHlI.TAHC( 'AX DIVISION DlPT.I'I"" HAARlllURG, PA 1'.'..0'01 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE *' NOTICE Of INHERITANCE TAX ~ APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX In.la4r II U'll..." RONALD H KATZHAN 320 MARKET ST PO BOX 126B HBG DAT! !STAT! OF DAT! OF DEATH FILE NUHB!R COUNTY ACN 02-25-97 DALEY 02-20-96 21 96-0177 CUHBERLAND 101 AIoount R..1t t.d BERNICE H PA 17108 HAKE CHECK PAYABLE AND REHIT PAYHENT,TOI REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'v:is4j-Eic-Aj:p"(i'F96T"iioi"icEuOF-YNHERiiiiN'CE-i"AX-A-PPR'AisEifiiij-'--ALLoiiAiicE-iili---_u---um_-- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF DALEY BERNICE H FILE NO. 21 96-0177 ACN 101 DATE 02-25-97 TAX RETURN WAS I I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1, Rul Eat.t. CSchaduI. Al 2. stock. _ _. ISchoduI. BI 5, Clo..ly Kald Stock/P.rtnerahlp Int.r..t ISchodul. CI ..., Korlg_.lNot.. Rae.habl. ISchadul. 01 5, CaohlBank Dopa.lt.lNl.o, P.r.anaI Property ISchoduI. EI 6, Jointly _ Property ISchaduI. FI 7, Tran.f.r. ISchaduI. 01 I, Tot.l A...t. I I CHANOED 75.000,00 59.30 ,DO ,00 12.411.78 50,00 ,DO III HOTEl To lnaur. proper creel! t to your eccount, .ubIolt tho uppar portion of thl. for. with your tax paYl*'tt. III 121 151 141 151 C61 171 87 . 521. 08 APPROVED DEDUCTIONS AND EXEHPTIONS: 8,517,60 9, F..,.r.I E_.../A... Co.hllllac. Expan... ISchodul. HI 191 10. IlebhlHortg_ LlabUltI../LI.n. CSchaduI. II 1101 12.001,34 11, Totol Deduction. 1111 ;In. ~I R Q4 12, Kat V.l... of Tax R.tum 1121 67,002.14 15, CI\IIrltlObl./Oov.r...antol B.qu..h ISchodul. JI IISI' DO 14, N.t V.I... of Eatot. SUbjaet to T.. 1141 67.002,14 NOTE: If an ass.ss.ent was issued previously, lines 14, IS and lor 16, 17 and 18 will rwflsct figures that includa ths total of ALL returns assessed to date. ASSESSHENT OF TAX: 15, A>>ount of Line 14 .t Spou..I r.t. 1151 16. A>>ount of Line 14 t..abI. .t Llne.I/CI... A r.t. CI61 17. A>>ount of Line 14 taxabl. .t Coll.t.r.l/CI... a r.t. 1171 11. Principal Tax Ilua ,00 X ,00. 67.002,14 x,06. .00 X ,15. 1111 ,00 4.020,13 ,00 4,020.13 TAX CREDITS: PAYHENT DATE 05-17-96 11-08-96 DISCOUNT Ctl INTEREST I-I 200,00 ,00 RECEIPT NUllBER AA1l2859 AA146934 AI10UNT PAID 3,800,00 20.13 TOTAL TAX CREDIT BALANCE OF TAX DUt INTEREST AND PEN. TOTAL DUE 4.020,13 .00 ,00 ,00 . IF PAlO AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, I IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI. YDU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FOHN FOR INSTRUCTIONS.I RESERVATION I PIJRPClU 01' teTlCEI PAYHEN'TI REf\III (CA) I OUCTlONSI alliUM ISTllATlVE CORRECTIONSI DISCDtIfTI POIAlTY. INTERUTI po .=1!:! \d I " --V ~:o is!1I t:-:".f: , ;+j t.cI to,) VI " l.._ .... , , ?=! :, "'v ~ '. ' !stlt.. of _edent. dvlntl on or be'or. Dec.-lMlr lZ, 191Z .... If MV future Int.r..t In tt.'..i\at. 1~~M".rrM In pa.....lon or enJoVNftt to Cle.. I (ooU.t.r.U benlflcl.rI.. of the _edent .fter tM .xp!rIUun-:f IrtY .it~ for 11'. or far VI.n, the C~.lth hereby .xpr...lv re.erve. the right to .",,11. Wtd ...... tr,,".r Inhlrltenc. T.... .t the lewful CI... I (coll.t.r.l) r.t. on MY IUCh future Int.r..t. To 'ulfll1 the r~lreeent. of Section 1140 of the Inhlrltenc. end E.t.t. TIX Act, Act 21 of 1"1. 7Z P.S. SecUon 2140. OItKh the top porUon 0' thl' MoUc. Wtd .ubl1t ..Ith your P'YMnt to the Reght" of WUlI printed on the revar.. llde. ....... check or -v order payable tal REGISTER OF MILLS, AGEHT All p.~t. rKIII"... shill flr.t be .,,111C1 to IIftV Int.r..t tlhlch ..v be ..... with MV r_Indlr 1IPP11ed to the tax. A r.h.nI of . tax credit, Nhlch .... not reque.ted on the TIX Altum, ..v be reque,tld bv CQIlPI.UntI ., '"Appl1c.Uon for Rlh.nI of Plnnnlv."l. Inhlrlt.-.cl IInd E.t.t. TIX'" (REV-1S1S). Appl1c.Uon, .r. InUIbI. .t the Office of the .....t.r of WUh, ."v 0' the n R""",,, O..trlct Offlc.., or bv cellini the epeel.1 24-hour .""",rl"l ..rvlce ~r' for fo~' orderlngl In penn.vlvanll 1-100":561-2050, out. Ide P,"",vlvenl. end Idthln lace1 Harrhbur. .r.. nl7J 717-1094, fDO' (717) nz..un (....rlf'lll I..-Ired Only). IIr1 party In Intlr..t not nthfled ..Ith the ."r.h..."t, .Uonnc:. or dl..Uonnc. of dldUCUon., or ...........t of tIX (Including discount or Inter..U .. IhoNn on thl. NoUce ...t obJKt ..Ithln ,betv (60) IhlV' of rK.lpt of thl. NoUce bVI .....rlUen prot..t to the PA Dlpsrblnt of A."...,., aolrd of AppI''', Dept. ZlI021, Harrlsbur., PA 17111-1021, OR ....IKt1on to hIv. the ..Uer dIIt.ralned .t audit of the KCQU'lt of the perlOMl r.r..ent.U"., OR ...."..1 to the Orphan.' Court. Feetua1 .rron dltcOYlred on thl, ........"t shoUld be addnuld In ..rlUnt tal PA Depert..,t of Aev""" lur.-u of Individual T...., ATTNI Po.t A......-nt A."I... unit, Dept. 210601, Harrisburg, PA 17121"0601 Phone (717) 717"6505. III Pili 5 of the bookl.t '"In.tructlon, for Inhlrltenc. Tax A.turn for. A.,ldlnt ~t'" (REV"IS01) for en .xpl.netlon of ~lnl.tr'tl".lv correct.bl. error.. If env tax due II p.ld ..Ithln thr.. (S) C111enct.r aonth. after the decedent" cII.th, . five percent (5%) dllCDU1t of the t.. peld II .1l(Mfld. The tsX tax __.tv non-perUclpatlon perwltv I. cDIIPUted on the totll of thII tu end Inter..t ......ed, end not peld before JInUIrv II, 1996, the first dav .fter the and of the tu .-M.tv period. Thl. non-partlclp.tlon pene1tv I, .....llbl. In thII .... IIMIr end In the the .... tI.. period II you 1IIOUld .....1 thl tax end Intlr..t that has been ......ed .. Indlc.ted on thl. notlc.. Intlr..t I, chIIrgld bltlmll'll with first dav of dIIll~v, or nil'll (t) aonth. and ani (1) day frDl the dati of ..th, to the At. of PQIInt. Texll Nhlch bIaII dIIllnquent before Januarv 1, nlZ bI,r Inter..t .t the r.tI of ,be (6Xl parc.,t per '""'" c.lcul,ted .t . Ihllh nt. of .000164. All tex.. which bIaII delinquent on end .ftlr Januarv 1, 1911 ..Ill belr Int.r..t .t . r.t. which ..Ill ".rv froe c.lendar v..r to c.l~r v..r ..Ith that r.t. lnnQUftCed by the PA o.p.rt-.nt of A."enue. The ~llclbl. Int.r..t r.t.. 'or I'IZ through 1"7 .r'l '!!!t Int.r..t A.t. a.lly Int.r..t Fector !!!!' Inter..t A,t. O.lly lnt.r..t Fector I'll 21Z .000$041 19.7 91 .OOOZ47 1913 16% .000431 1'''-1''1 IIX .000SOI 1'" IIX . UOSDl 1"2 91 .0DOZ47 ItlS I~ .DOOSS6 I "s-I994 7X .000192 1916 lOX .UU74 1"5-1"7 91 .0UZ47 ".Int.r..t I. calcul.tld .. followlI IKTEREBT . BALAKCE OF TAX UNPAID X KUKBER OF DAYS DELI"qUEHT X DAILY IKTEREBT FACTOR ....My MoUce blUlCl .fter the t.. bee... dellncp.Mnt ..UI r.flect ., Inter..t calculation to flft.... US) dlv' beyond the date of thII .........,t. If plYM"t II AdI after thl Inter..t cu.putatlon dlt. IhoWI on thII MoUe., IddltlDMI Inter..t ...t be calcullt". #..- --....--..,-..- "~ 't.; , rJ\" """, ,,~'( "' ",'; -l:;<'~; tj' t~ '.{~1 [',f".'-' I:'\. >;;;:c ~-~d '~"j :'.;;"':.' ',~ , ~':~~,J '; 1 A~V '1 '?:/,h X"~ k.j ::t, . '~:;',1 I . ....... . e ... " \ . . _., _ _ _. _ ,'. " _'. "\'. -;~~"'r:~:-~;.-:_~.{t~ ..,...~tl:""~;'-;'H~'Kt!'1~./"..;.,....tit'i"+>(liy"..-"",.~....'t,,.c.^,,~"'?t,,.;._,...,A", _' __ .,'I"'"'/,_:jl- '>P',~_' 1_":~c- _ }'<'S-~;,:Fj';;.,<t(_,.--,., ,', -,' , , ';',,'- _ ~~:";1,?".,,' _~ _:,~-';~~~~~~~."U,.;,~ .~ .. . . STATUS REPORT UNDER RUI.E 6.12 Name of Decedent: BERNICE H. DALEY Date of Death: February 20. 1996 Will No. Admin, 1996-00177 Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules. I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2, If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes. state the following: a, Did the personal representative file a fmal account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative I s account is: c, Did the personal representative state an account informally to the parties in interest? Yes X No d, Copies of receipts, releases, joinders and approvals of formal or infonnation accounts may be filed with the Clerk of the Orphans I Court and may be attached to this report, Date: J.,JJf,cn t2_~+1 Sign3'ture CXl 't:<( 'is '? El 'In; N '1 0])::: 0: , ~.1~ u '..) -- :.j 'I' ,. ) ~ tJ -::~ :c ,,- .... ..~~ 0 :,.;, Capacity: u Q P\ .:: E ma: ..!!!;l a: uu Ronald M, Katzman. E.~Q. Goldber~, Katzman & Shipman. P.C. 320 Market Street. P.O. Box 1268 Harrisbur~. PA 17108-1268 (717) 234-4161 Personal Representative X Counsel for personal representative -'-- -.--, .,- { ~ , , t . ( I .", I I ! i 1 I I ! . I I , \ I , I .. I , I ! , i I J , ! i , i , . . 0 I p.: I z ~ , i ~ !! . I 8 , ll. ~ .... =: .. " ~ III " ~ z " p ~ < ~cll~o~~ l.l III III ... ~ " z .. t l( >- ..' 0 II) ~ < : a: ~ i! o ): a: " . '" )N<~~~ < f< ); < ~ . ~<g~ g ~ n ~ :> = t5 ~ I " II: It I III ~ III '" Q , ..l 0 (;) J OJ VI :J o .c:: r: :J (3 ~ ~ C~co("t') ::'2~ c ::s_ ~ ::s 0"0 = 0 CI'}....... ,- iU CJ _ ::::J OJ ... ...."l'g!8o:; o .. ~ 0 "'s;;.c::r:.J OJ ,_ OJ _ r;, -.0 ::I.!!l '- ~ EO;; ~P::::JCJco "=<:u...u - - - - - - - - - - - =: - ---;.... .-- .*.-.._..~..."._- ---: ~:-1 '. ! 'i , ~' \"..t.; .~ -, - y..,,,:-, I . J , .J',,~ ---. '--'<.~' ~~ -"'A .-.... - .... - - - - - ,- == . .. o f) t) t 1'1 .. o f' .. , J,.." .J " " . .l .-. , , .. "\, , . . ./, "....;.,' --.-a. .. 'i ,. ,I, . c' : t~.. I . '~." /'~ '.,.. .\,.." -I', ' "-, j ~.. It. ,r ~.' "''\1 'f .: '. ".. ~"'" ~ . ..... ~ t . ': ! -0. ~. ;'.1 \ . .1 .. -~\ . \.' , i--.f ~ . ',-- . ,.",!' ~ .':a ,_".. . , "". '. ~ '! t'" , . ~Il, }. -, \0 t,' >1 . . Gl I, \ i ,.; .r', \: ! - .