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Home My WebLink About96-00190 '~'I' . ~ ., " ;." '~~ . i ,. '., 't . . ~'~":r. ,'.. f. .' ';:;' .,' ~.c .; {,', t . ., ..;. '.f ,.' ; ~ " '.' , , ! ','. ,;.' -;,' <, .-. '.:' ,~'.' , , '. ~ . ,. " ., .: ,;,'" ',,!' I)ETITION .'OR PROBATE and GRANT OF LETTERS E~/Ull' uf L-.......CD...LW, 0~r No. 21-/QQll-/QO aim kllulI'lI as;;l To: ._--- Regi'ler of Will, for Ih~ . J)l'<,ca,<c'd. County of C,,_r.>LI11"".l in the Sudal Srl'llri(v Nu, _\~U -l (!, 7J '/ Commollweallh of I'enll,ylvania The pelilion of Ihe under,iglled re'peetfully repre,elll' that: Your pelitionert'), \lho i,/are IN year> of age or older all the execuL,-; . in Ihe la'l will of the above decl'delll. daled _ or v "" \ t, and codicil(,) daled - named , 19~ Nillt' rde\anl drClllml,,"!:C", e.i%. wllll1dalion, lI~'.lIh of C\C(lIlor. CIe.) DecendcllI wa' dlllniciled al death in C. .........'y.;,.,..,\ ~_ Counly, Pennsylvania, wilh h i ~ la,t family or principal rrlenee at 3 ~ A 1/, ~.:.4~_..sat"'-""l4J~~' $" Iifi-Llld,./'/.- ,- U - (11\1 ,net,'!, number ;md mundpalil)1 ,19 q fr. ,- ~ Deccndent. Ih141 ' years of age. died I' ' " - ) I' al___,,<"-<).f' ..e _' 'I.' Except as follow', decedcnt di nolmnrry, wa' not l)ivo ced and did not have a child born or adopted after e\ccution of the will offered for probale; wa' 1I01lhe viclim of a killing and was never adjudicated in~ol11p~tcnt: fVCl'^.~ Deeendent at death owned property wilh e'limated value, as follow': (If domiciled ill I'a.) All persollal property (If 1101 domiciled in I'a.) Personal property inl'enn,ylvallia (II' 1101 domiciled in I'u.l Personal property in Coullty Vnlue of real ~\HlIC in Pcnns)'I\'ania silllalcd as follows: S $ $ S -. (.. /)/'-;-.- , --_..~_..- reque'tt'l the probate of the last will and eodieil(s) 1<.;I~' '.M <>..-1- ^ /'~ t1l:'lilI11Clll;U~'; ill.hllini\ItJlion.;~ .il.; 1Il1minimation d.b,n.c.l.a.} WHEREHIRE, pelilioner(,) re,pectfully pre,emed herewith alld the gram of ICllers Iheron. t~~~ :,.,.. -' y ~~ __----.I'. ]'E ~ ~'f, ___~-_- ._- ----------------. " ~~ ;;, 7: .t. 0 el,-,.~,~'ho. tr""I\: v>e.c:<' ~~~~;, ;r OATH 01<' PERSONAL REPRESENTATIVE COMMONWEAI.TH OF ~rSYI.V ANIA COlJl'lT\' OF C _, " l.....a } 88 The pctiliuner(sl abovc-named ,weart') or affirm(') Ih"llhe 'talemelll' in Ihe foregoing petition are truc "nd cunecllolhc hcst uf thc hr,uwlcdge and hclief of petitioner(s) lllld thai a' personal represen. Iativc(q of Ihe .Ihmc dccedllll peliliuner(,) "ill \lc~lnd truly adminisler the e,late according to law. S\\llIn hI UI "I firmed ami Sl,I',crihed 1'~~~~ hefore mc Ihis _ _2.9,t.!L.____ da) of I ~' ~~--~l-~~~ ,. / !? . .e? ~L ,) .p.0:;l.1 . .,JIll - ~ . L~~ltS .RS!!,i,\lJ!f J -.;- 15 - ~~ - II <p<.L<.r .... No. 2./- 19q~ - /qO Estate of I.EROY W. BEAll . Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MARCH 1, 1996 19_, in consideration of the petition on the reverse side hereof, satlsfaclory proof having bcen prescnted before me, IT IS DECREED thai the Instrumenl(s) dated JUNE 13. 1983 described therein be admilled 10 probate and filcd of record as the last will of LEROY W. BEAR TESTAMENTARY ELIZABETH ANNE BEAR and lellers are hereby granted 10 MARY FEES Probate, lellers, Etc. ..,.,..., S 40.00 ~h~A~~~ncatesUo ".. ..,.,. S~ Rmunclallon ,.....,.......'. S . JCP S 5.00 TOTAl_ S 84.00 Filed . ~~~~~.. ~.'. ..~~~,~............... ,'.. '..J ('''1 ... :.J r..)Cl ~~~~lt,)n~ _,) C. L I .ght<rorwiII. fUUy .-:JD "'''' ~, '(\'\1:. v\c:.k",- 07 ~ \ L. ATTORNEY (Sup. CI. 1.0. No.) '"2.. 1- :s;. JlI. R-~-Y- SI":- I-h..or(\., ~~~ESK" ? 31./-7(\-;-/ PHONE LETTERS AND ORDER WERE MAILED TO THE ATTORNEY MARCH 4. 1996. f. I- ( ': "\"~;;\:~~~/~{1!}:;:;',,'7~-'--~-: d~.._ ._'" -'~~*-~-'~~~.~1>' ~.Ll ~ ,,_! 'I'his i. to (enil)' Ih", lhe illlt",,,,";1I11 hele Hi,ell i, 1""'" lil '''l'i,',11 ",Ill ,,,. '" i~ill,,1 '1'1I;1i,,'le "I ,k.llh .,h,ly file,1 Wilh lIIe ,os lJ1C"ll\elli",.r. 'I'he Ilti~ill"llelllti<.IlI' willlll'("rw.",k.l I" Ihl' SI,'"' Vil"II\...,,,,i-IIIIlOl' t", 1"'1I1I,1l1l'1I1 hllllH WARNING: Ills 1lI0go1 10 dupllcato this copy b)' photoslal or photograph. 1'1'C lur Ihh ,Nlifi"'''l:. S2.lKI ~_t:\,S:',~,,~~-S;~-~ 1,1)\.,11 HCHiMr,lr . JAtl. t 8 1996 ._< __ ___.___..__r___O___ 3341624 1),lle ----.-..----- No, ...06lU..... "' COMMONWEALTH 0' P(HHSYLVANIA. DEPARTMENT 0' HEALTH. vITAL RECORDS CERTIFICATE OF DEATH ....., . ...., .... . 9189 " ..01.... ,.. 10'1III1ll14 .. - - FetMWtI',..., ,...~~ 65 1840 ",,-"Clly ,PA ::;"0 " Callis,o CumbOrIond "" w.III""".WlA......... ----=:r Government ,;r.;,u.r-.::7' MIf9St-..Nl- I ,~\ , OlaDUfT.....ucIIDOfIIU.-. ~ ....,.e..- 302 _ A.... BoIInll_, PA ,. '~;:;w:m,~ ~t11 n Boor "Ill"'-' OC"'" "'11lDC1CI - -- Cumblllond ",0 :...-:==.. """GAI'MI\IHt 'I'f.1<<>Pli .~ 'lllI '"""" ,~ , . ""'Ylt'Tl'CllySpolnQtC- M\.llCIIy_, PAl",", ~........o -,..- o .onuol'/ 20, 1998 , , "'~'IS8g.L ru.....1IoI01oClO'lt (J'HU.J 5O'N.~Ave,.Ml.HCi/'t~, PAt7065 ~a,"MHU\IOI(" ,_ ._1 -, "'....0\"0.... .lllu.-...: _0 In ...~ . I, .___.__.._..___....... 011_........_....... ...---...-- _t.. 06.......-.._--....-.. ..-....lII_-....._......MII'I'l . tt!ho ,'a.>>(..... {,",II'" ~.. {. L-" Ii c"...", rI- 10" C!.A..clUf'l ,- i=-'= ! Vl't" \: cue 101I .c '" QO.A.P<<: C1l ... ... Oll'''''''''''''''''''''~o. .......,.OlIDl.llM CloIIIOl-.....n \........0.._ ,....1 011 lPUUIt' -...n 1/1 'fIIC)lIIIl1 MlUtO"Sl" -..... """'.. "'..... "'...... ~ o o ~ 0...0 o o o 1I\JlC.I0I1fUUIt'....--......-...... ...." -- ... - - -- c.....-....__ - ~O - _ [J/' ..... " - o. CUlf1l'lUIlCN<t1__ .~""s.a.Il~~~......._..-__....IO_"'-----,:lo ....._......--.,.....--""_._,.-.l'l.....--'........ ....., .... ... ........... ......... H o ......AHOAOOlIllU _mr"",..- '. c C _....oUlOCl,.l.......""IlCl.ue,..,..,."".-.-....J~.....-,.,.I-"~ ....._.....,..........---...........-.-...............-...........1$.....--........ .MtOIC1L UA......MOfIIONI.. 0l_..........--.............1...._.1ll""...-.....""'.......e,...-'.1l......"....... "". " "'" ,,,,""1"" I'.~..".e.......,.....................,.,...............................,................................... o n Cl.II uo_....-, ~ \~ \"\C\\, Qf: ~ " -! - . +.?~:'";ii'f'\W.~~";FFr:;;"i,-*j',p'f;'.~'! lU$t )till u~ ~C$tcUtttnt I, LEROY W, BEAR, of South Middleton Township, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore made by me. 1. I authorize and empower my executrix to sell any realty owned by me at my death, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living, My executrix is authorized and empowered to continue to engage in any business in which I may be engaged at my death for such period as seems expedient to said executrix, 2. I devise and bequeath all of my estate of every nature and wherever situate to my wife, Elizabeth Anne Bear, providing she shall survive me by sixty days. 3. Should the gift in Paragraph No. 2 not take effect, I devise and bequeath all of my estate of every nature and wherever situate to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living. 4, Should any child be under the age of twenty-one years at my death, then all of my property given in Paragraph No. 3 shall be held in trust by CCNB Bank, N.A., of the Borough of New Cumberland, Pennsylvania. The trustee, as well as my executrix, is hereby authorized to retain unconverted, any property, real or personal, that I may own at my death and shall be under no duty to convert the same into legal investments. The trustee shall have the power and authority to hold, manage, invest and reinvest and to pay over the net income of the trust property to or for the use and benefit of such of my children . , as may bc under the age of twenty-one years, or to accumulate the same in the sole discretion of the trustee. The trustee shall be under no duty to distribute or use the income equally for each of my children under twenty-one years, but may distribute or use it unequally in its discretion, The trustee is also authorized and empowered to pay over to or for the use and benefit of, any of my children whether under or over twenty-one years, such portion of or all of the principal of the trust estate as in its sole discretion seems proper, for the maintenanc~ education or setting up of a child in business or in a profession or for similar purposes. The trustee shall be under no duty to distribute or use the principal equally for each of my children, but may distribut or use principal unequally in its discretion. My primary object is the support, maintenance and education of such children as may be under twenty-one years, When the youngest of my children reaches the age of twenty-one years, then whatever remains of income or principal of the trust estate shall be distributed equally to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if living and subject to the same trust provisions if he, she or they are under twenty-one years of age. 5. I nominate and appoint Elizabeth Anne Bear to be the executri of this my last will and testament; she is to serve as such without bond. Should she die before my death, renounce or refuse to serve for any reason or die leaving any of my estate unadministered, my eldest child being under the age of eighteen years, I nominate and appoint Harry W. Bear and Geraldine K, Bear, as substitute executors with the same powers as are given herein to my executrix and also without the -2- filing of any bond. If, however, at my death, any child of mine is eighteen years or older, such child or children shall be the substitute executor or executors of this my last will and testament, also to serve as such without bond, with the same powers as are given herein to my executrix. 6. Should the gift in Paragraph No. 3 take effect, I hereby direct that Harry W, Bear and Geraldine K, Bear, shall be the guardians of the person of any of my children who shall be under the age of eighteen years at my death, 7. I hereby suggest that my personal representative retain the services of Irwin, Irwin & Irwin as attorneys in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this r3 r: day of June, 1983. I~ltt U 8.;.(V'j/ LE Y W. BEAR (SEAL) Signed, sealed, published and declared by Leroy W. Bear, the testator above named, as and for his last will and testament, in the presence of us, who at his request, in his presence and in the presence of each other have subscribed our names as witnesses hereto. ~ rA. ~.t)1m ~ J/I,_inJ~ , J6lAd A,h( t' -3- ACKNOWLEDGEMENT AND AFFIDAVIT We, LEROY W, BEAR , BETZI At MORRISON , and SHARON L. SCHWALM , the testator 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 testator signed and executed the instrument as his Last Will and that he had signed willingly. and that he executed it ashis free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testator ,signed the Will as a witness and that to the best of their knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence, ~'l?4-(~( 1-5.~/L/ y AK ~~.~mr ~a,uy( d 0.'//I)A1.W) , SHARON L. SCHWALM' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS: Subscribed, sworn to and acknowledged before me by LEROY W. BEAR , the testator ,and subscribed and sworn to before me by BETZI A. MORRISON . and SHARON L. SCHWALM June . 19 83. , witnesses, this 13 ~ day 0 f ((fL?s /.\ dt,-- . po 3~ CERTIFICATION OF NOTICE UNDER RULE 5.6 fa}, t.. ~ :JJ~ (II n ,,~ ,~ ~ '~:. -. " -, ~ ~! :J 0 i9 ~- ~.; ;;; s. .... 0 Name of Decedent: Leroy W. Bear Date of Death: 01/15/96 Will No. 190 of 1996 ('. " e.. ') : I U :'tt " )>;l Admin. No. To the Register: I 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 06/07/96 Name Address Elizabeth Anne Bear 302 RAyman Ave., Boiling Springs, PA 17007 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 06/07/96 .~~ Signat e Name John B. Mancke, Esq. Address 2233 N. Front St. Harrisburg, PA 17110 Telephone(71~ 234-7051 Capacity: Personal Representative x Counsel for personal representative /5-'b<{-/I INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) .OR OATIS O' DIATlt Ama 12/31/91 CHICK HIU If A SPOUSAL POVlRTV CRIDIT IS CLAIMID 0 fILl HUM"R 21 96 190 COUNTY CODE YEAR NUMBER .. A l!Y.!500 fX. 111.911 ... :c ~_.. lIl~S 02... ..... ... 0( ~! ace OZ U 0 ... ffi e ... 1Il e '. '!~i~ COMMONWlAlTH OF PlHNSYLYAHIA DfPAITMlNT 0' I'YINUI DIrT. 210601 HA..ISlu.a,'A 1712..0601 M N Iol.I Bear, Leroy W. A 302 Rayman Avenue A '" Boil ing Springs, PA 17007 02/21/40 Cumberland o 2. Suppl.m.nlal R.lurn c... IX] 1. Original R.lurn o 4. Umitod Eslat. o 3. Remainder Return (la, dOl.. of doath prior 10 12,13-821 o S. F.d.ral E.lal. Tax R.turn Required Q.. 8. Total Numb.r af Saf. O.pa.il Ba... o Aa. future Int.r..t Compromit. (Iar do'.. af d.alh ah., 12,12,B21 ~ 6. olc.d.nt Died T.slall 0 7. Olcedent Maintained a Uving Trult (AHach copy af WilO I"'Hach cap af Trull) ALk~1I1CE AND CONflDEN1\AL.TAlCINFORMAt\ON'SHOULDIIE DIRECTIDTO.... ,',!' ;-.Jii':'-(Jt'< J,;(.,:,~~':,,,:;:.';,;;' AN. ML MAliN A 1. R.al Estal. (Sch.dul. AI ( 1) 2. Stcd<. and Band. (Schodul. B) ( 21 3. Cla..ly H.ld StadclPartnonhlp Inl.,..1 ISchodul. q (3) 4. Martgag.. and Nat.. RKolvabl. (Schodul. 0) ( 4) 5, Ca.h. Bank D.po.ill & Mllctllantou. Ponanal Prap.ny( 5) (Schodul. E) 6. Jalnlly Ownod P,apony (Sch.dul. F} 7. Trans/on (Schodul. G) (Sch.dulo LI 8. Talal G,all A...II (Iatallln.. 1-7} 9. Fun.ral bpens.., Administratlvl COlts, Miscellaneous ( 9) Expon... (Sch.dul. HI 10. Dobl.. Mangago Uabllilift, Uon. (Schodul. I) 11. T 0101 O.dudian. (Ialallin.. 9 & 10) 12, N.t Valu. af E.lal. (Iin. B minu.lln. 11) 13. Charitabl. and Gav.rnmental Boqu.." (Sch.dul. JI 14. Not Valuo Sub oct 10 Tax (lin. 12 minu.lin. 13) IS, Amaunt of Iin. 14 laxabl. at 6% '010 (Indud. valu.. fram Schodul. K a' Schodul. M.) 16. Amount af lin. 14 laxablo at 15% ralo (Indud. valu.. fram Schodul. K ar Sch.dul. M.) 17. Principal lax duo (Add lax "am IIn. IS and from IIn. 16.1 1 B. Cr.dits Spousal Pov.rty Cr.dit Prior Poym.nh + + 19. If Iin. 18 is g..all, Ihan Iin. 17, ont..lh. din...nct an Iin. 19. This i.lh. OVERPAYMENT. aD..:nr:I.ifUl_I"'~.I'.'""''''I'I~'II.I,....'''IIraI'1~.TJ:'I'1.....L'Ulltl.....I..,I. John B. Mancke, Esq. N NUM 234-7051 \n -,J :-:'~: ., ., A I N M 199-34-9189 . A" 01/15/96 2233 North Front Street Harrisburg, PA 17110 o c: r o o n 500.00 ( 6) (7J ',(l 6,526.94 :i:- ~ 0 ~ ( B) 13,801.25 0 (11) (12) (13) (141 ".06 " " .15" (17J Discount Inler.lt ;Ow LoJ o ~~ 7,026.94 13,801.25 o o n o o o o o o o 20. If Iin. 17 I. grtoll, than lin. 18, .nllr Ih. dln...nct an lin. 20. Thl. i. Ih. TAX DUE. (20) A. Enl.. Ih. in'....t an Ih. balanct duo an Iin. 20A, (20A) B, En'.. Ih. lalal af lin. 20 and 20A an lin. 20B. Thl. I. Iho BALANCE DUE. (20B) Mak. Chock Payabl. ,., R.gl.,...f Will., Ag.nl ,'" . ' "'.' ", ..n:suU,to,ANSWKAU:QUISTIONS'ON:UVOSE SlDI'AND toR1CH1C\C MAnt"'-':' .",,: .' i~~ .'.; Und.. p.nalll.. of porjul)', I doda.. Ihall hav. uamin.d Ihl. r"urn, inciuding accampanying .chodul.. and "allmon", ond 10 Iho b." 01 my knowlodgo and boliof, II is lru.. corred and comple1e. I dldor. thai all real "tate hal been reponed at true market value. D.daralion of preparer ather than the p'rlanol representativ. is bosed on al11nformatlan of which preparer has ony kno.ledg.. ,I NA NIL I N U AD /' <'" OAT! .t, ,J;d'/t/!f" ( i!J.....~ I / "~;l. , I 1/1'(',,)... ?J-. C; /97 I ~. . "AN N IV A 2 33 North Front S re o/t(T , '7 ~~ Harrisbur , PA 17110 4/29/97 o n B. Manc Esq. z o S ::l t: ... :s ... ac z o ~ ... ::l ... ~ o u )( 0( ... (10) (15) (16) (18) (191 ....IIOfIl.lll.... '*' SCHEDULE F JOINTLY.OWNED PROPERTY COMMOHWIAIJH O. PlHHSY\.YANIA INHlIlTAHClfAl IrTUIN _UIDIHT DeC1D1NT I5T ATI 0' Leroy W. Bear 'Ill NUMBER 21 96 190 Jolnllonanlllll r4AMI A. Elizabeth Anne Bear ADDRESS 302 Raymon Avenue Boiling Springs, PA 17007 RlLAnONSHIP TO DECEDENT Wife B. C. Jolntly-awnod p",potty. LITTER DATE ITEM FOR TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBE JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. A 3/18/69l~~mberS Federal CEedl~6M~i88 4,350.48 50% 2,175.24 I are aVlngs cc. - 2. A 12/30/94 Members Federal Credit Union 419.53 50% 209.76 I Share Savings Acct. 1148432-0 3. A 12/31/7~ Members Federal Credit union 1,479.30 50% 739.65 I Checking Acct. 19683-11 I 4. A 1/6/95 I Members Federal Credit Union 690.28 150% 345.14 Checking Acct. 1148432-11 12/30/9~ Alliance Capital Reserves I 5. I A 6,114.31 50% 3,057.15 Acct. 13500247042 6. A Property located at 1375 pine 35,000.00 Held with right of Road, Dickinson Township, PA survivorship 7. A Property located at 302 20,000.00 Held with right of Rayman Ave., Boiling Springs, PA survivorship TOTAL (AI.o onlor on IIno 6. RlCOpilularion) (If more 'pace is needed in,.rt additionol .h..1s of .ame ';18' S6,526.94 """11111.".'" *' SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES AMOUNT COMMOHW!.A.lrH O' 'EHHSYlYANIA tNHflUfANCe TAl UTUIN USIDENf DECEDENr PI.al. Print a, Typ. 1. 2. 3. 8. I. Leroy W. Bear DESCRIPTION ITEM NUM8ER A. Fun.ral Exp.n.... Gibson-Hollinger Funeral Home, Inc. Cumberland Crossing Retirement community Shull-Koontz (headstone) 7,283.00 869.40 3,434.00 Admlnlltratlve Calli: Plnonal Representalive Commissions Sadal S.cu,ity Numb.. .f po".nal Roprolonlatiyo: Vlar Commissions paid 2, A"amoy Fe.. 3, 4. C. 1. 2. 3. 4. S. 6. 7. 8. 2,000.00 Family Exomplian Claimant Elizabeth Anne Bear Rolation.hip Address of Claimant at decodont's doath Wife Street Address ::\07 R~~n AUI~nl1~ City Boiling Springs Stalo PA Zip Code 84.00 probate Feo. Mllc.llaneous Exp.n.... Yellow Breeches Ambulance 130.85 TOTAL (AI.o onlo' on line 9. Rocapitulalian) (II more .pac. Is ne.d.d, In..rt additional sh..tl al same .1...) S 13,801.25 ...,.lSn u. (1-111 SCHEDULE J BENEFICIARIES \ * (C)MIIIIO"wtAl.tM Of ,.....""....... .......ANCI 'AX..,... ......, --' FILl NUMB.R 21 96 190 mATI OP Leroy W. Bear AMOUNT OR SHARI OP 1ST loTi ITIM NUMB.. NAM. AND ADDRI5S OP BENEFICIARY RELAnONSHIP 1. A. To..ble loqvollll Elizabeth Anne Bear 302 Rayman Avenue., Boiling Springs, PA Wife 100\ ITIM NUMBE. NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARI OP ESTATI I. Ch.ri,.ble .nd o.._m....1 BequollS: 1. TOTAL CHARITABlE AND GOVERNMENTAL BEQUESTS (Alao onto, .n IIno 13. R_pitul.rion) S III ..... """CO I. nooclod, In"" .ddltl.nal ,hoots .f samo silO) i I I f la$t 1mlill attb: Q} ~ $!anttnt I, LEROY W. BEAR, of South Middleton Township, Cumberland County, Pennsylvania, declare this instrument to be my last will and testament, hereby expressly revoking all wills and codicils heretofore made by me. 1. I authorize and empower my executrix to sell any realty owned by me at my death, at either public or private sale, and to give good and sufficient deeds therefor, in fee simple, as I could do if living. ~y executrix is authorized and empowered to continue to engage in any business in which I may be engaged at my death for such period as seems expedient to said executrix, 2. I devise and bequeath all of my estate of every nature and wherever situate to my wife, Elizabeth Anne Bear, providing she shall survive me by sixty days. 3. Should the gift 1n Paragraph No. 2 not take effect, I devise and bequeath all of my estate of every nature and wherever situate to my children, share and share alike, the child or children of any deceased child taking the share their parent would have taken if 11 ving . 4. Should any child be under the age of twenty-one years at my death, then all of my property given in Paragraph No.3 shall be held in trust by CCNB Bank, N,A., of the Borough of New Cumberland, Pennsylvania. The trustee, as well as my executrix, is hereby authorized to retain unconverted, any property, real or personal, that I may own at my death and shall be under no duty to convert the same into legal investments. The trustee shall have the power and authority to hold, manage, invest and reinvest and to pay over the net income of the trust property to or for the use and benefit of such of my children as may be under the age of twenty-one years, or to accumulate the same in the sole discretion of the trustee. The trustee shall be under no duty to distribute or use the income equally for each of my children under twenty-one years, but ~ay distribute or use it unequally in its discretion. The trustee is also authorized and empowered to pay over to or for the use and benefit of, any of my children whether under or over twenty-one years, such portion of or all of the principal of the trust estate as in its sole discretion seems proper, for the maintenanc~ education or setting up of a child in business or in a profession or for similar purposes. The trustee shall be under no duty to distribute or use the principal equally for each of my children, but may distribut or use principal unequally in its discretion. My primary object is the support, maintenance and education of such children as may be under twenty-one years. When the youngest of my children reaches the age o~ twenty-one years, then whatever remains of income or prin~ipal of the trust estate shall be distributed equally to my children, share and share alike, the child or children of any deceased child taking the s'hare their parent would have taken if living and subject to the same trust provisions if he, she or they are under twenty-one years of age. 5, I nominate and appoint Elizabeth Anne Bear to be the executri of this my last will and testament; she is to serve as such without . bond, Should she die before my death, renounce or refuse to serve for any reason or die leaving any of my estate unadministered, my eldest child being under the age of eighteen years, I nominate and appoint Harry W. Bear and Geraldine K. Bear, as substitute executors with the same powers as are given herein to my executrix and also without the -2- riling or any bond, Ir, however, at ~y death, any child or mine is eighteen years or older, such child or children shall be the substitute executor or executors or this my last ~i11 and testament, also to serve as such without bond. with the same powers as are given herein to my executrix. 6. Should the girt in Paragraph No. 3 take errect, I hereby direct that Harry W. Bear and Geraldine K. Bear, shall be the guardians or the person or any or my children who shall be under the age or eighteen years at my death. 7. I hereby suggest that my personal representative retain the services of Irwin, Irwin & Irwin as attorneys in the settlement or my estate. 3r' I ' IN WI~ESS Wr~REOF, I have hereunto set my hand and seal this day or June, 1983. , ...: . -.....;./1 ;,,;.. LEOOY /.,. 8.J-~.-/ 'Ii. BEAR (SEAL) Signed, sealed, published and declared by Leroy W. Bear, the testator above named, as and ror his last will and testament, in the presence or us, who at his request, in his presence and in the presence or each other have subscribed our names as witnesses hereto. &%tA.~ >6IA/.J A_~ t' t./ vJ"ln}A ~ , -3- ACKNOWLEDGEMENT AND AFFIDAVIT We, LEROY W. BEAR BETZI A, MORRISON , , and SHARON L, SCHWALM , the testator and the witnesses, respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby deelare to the undersigned authority that the testator signed and executed the instrument as his Last Will and that he had signed willingly, and that he executed it ashis tree and voluntary act for the purposes therein expressed. and that each of the witnesses. in the presence and hearing of the testator . signed the Will as a witness and that to the best of their knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~'~k(BJltv1,/ 1.".1:. AR ~~~ ' ell:. . 'l'lOKRD1Qj~ ~~~ ~ 0...t~/A/_) , SHARON L. SCHWALM' COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND . . . . 5S: : Subscribed. sworn to and acknowledged before me by LEROY W. BEAR . the testator ,and subscribed and sworn to before me by BETZI A. MORRISON , and SHARON L. SCHWALM . witnesses. this /3 ~ day ot June . 19 83. . (!L?;/S ~ , . . Membersl. FEDERAL CREDIT UNION SHARE SAVINGS ACCOUNT: Account Number/Suffix Date Opened Principal Balance at Date of Death Accrued Interest to Date of Death Name of Joint Owner, if any Date Joint Ownership Created 1 9683 -00 8-18-67 $4.344.61 $5,87 Elizabeth Anne Bear 3-18-69 2 148432 -00 12-30-94 $419.06 $.47 Elizabeth Anne Bear 12-30-94 CHECKING ACCOUNT: Account Number/Suffix Date Opened Principal Balance at Date of Death Accrued Interest to Date of Death Name of Joint Owner, if any Date Joint Ownership Created 9683 -11 12-31-79 $1.478.09 $1. 21 Elizabeth Anne Bear 12-31-79 148432 -11 1-6-95 $690.28 S.OO Elizabeth Anne Bear 1-6-9~ I~ESTMENT SAVINGS ACCOUNT: Account Number/Suffix Date Opened Principal Balance at Date of Death Accrued Interest to Date of Death Name of Joint Owner, if any Date Joint Ownership Created N/A N/A INDIVIDUAL RETIREMENT ACCOUNT: Account Number/Suffix Date Opened Principal Balance at Date of Death Accrued Interest to Date of Death Name of Beneficiary N/A N/A Estate of LEROY W. BEAR Date of Death 1-15-96 Social Security No. 199-34-9189 2-14-96 Date Insurance Claims Supervisor Title 5275 East Trindlc Road . P.O. Box .10 . Mcchanicsburg, Pennsylvania 17055 · a 17) 697-1161 [D: APR 17'96 7:52 No.002 P.02 '1IImll~W~I~lllllm~m~I~lli~mlllllmlll~ I ~ ~ ~~~ !i$::';;;;'::j ~'il~ ~, !Z ~ I ~ .. lil.. ' " tot 8 g :!. ~ ~ ~ .. "~ uJUl lQ .... - - - ~ ~~ .:h,; .c <D ~ l I b. l'l'l \'b U~ ~t;; 11 1I"" . I \,l · ~!Z c t! ;::;;;5 $<:1 '" N r~ ~ ..,- Cl:::> ;.. ~ ~ ,.1 I ~ '"' ~~ - ::>8 ~ ou a ! >-< ~~ ~ :;; ~ ~ ill "V_ I: '''! U~ 3 ~ -= ,.. ~ ~ ~ .!Iii! - r -.:~ ~ ';i- t '0: l ~< < . .,;'" :> Q; t'~ - I .. i!~ 8 b j!~ ~ :sJ! N < e C)!=~f"\ < l!t::="'13 \,l - ~ g !~!E'i:i l!~ '" ~ I'"' ;.. ... c_ ,.. '"''"' ,",co ~ - - ... - J:1'l ~ !l - .. n~ I - ~..- .. '" - - '"' o ! - .9.., 1').., til '" ~~ ..... ~ I'! . - - B - - - .. ... 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II 0 ~ 0 . ~ II tJ il (! ~ - tJ 0 tJ 0 C . D; ~ <- Ii C , c- o D 0 u , ~ a ~ 0& Ii! - - c::: ~ .~ ~ ~ ; .. .... .-~ . Cb' - . '. .' '.. _. " '. .' .; ,", - ., '.;: '.:-. "': ~;: -'", n. ::', ;t..,~ :1. ~ ~ '. . . ....* ',', " -: '. '. " . . '. "', c .j 4'- '. , ::: ".;. " ',) " " " .~. . -: ;~~. ,~ - "::" " ".; .;. .~.~ " :.~ :~ , ~:..~ " . . , ~ - .. .:'.:' ':.... .. :' '~ ,~ .. " . ,.... ....:. . :-.. -;., o 'f . 0- -0 Q ... CO/Y7/Ju /~j) .,fJ,€/tu.!;;JG: ) t~ SHULL - KOONTZ ~ ~0 130 Ealt Queen 5t, '~~ \) Y I Chamberlburg, PA 17201 \) \) phone: 717.26-4.6916 0 / ::'1~f::~ff~~~ }/1t. ~~:~~ ,rN;:~~~; m? ,WaRP. 7/1/. ~aJ./ sEJ?P lOP Monumenl~~,.t,.-1<. J1 . 9 Jt d ~ d fJ IJ 1... 9 ',conlracl Work Per. hr. :::,~-C;( /-d K IJ-~ fd::: ::=~::::,~$Ji~;:~; Grass Marker Cemetery ?rJ / J-/ tJ L L I I FOUNDATION n 4-JAIE . I . A/cEtJ .fPJELC m o'JJ /115 our: ~ tfIpA1' Sel Ii E /) /l. J..E'~()~ WlLLlli/J1 FEIJ. d '/. /9'10 - J/J;J. IJ-: /? <;ft, L~r ~oo/l? H/2 /jAf/E moRE JJJ:im/f lUom I. . ..,......... ..... ................ ~ 01( t~ke lull re~ponslbllltV lor Ihe .ccur.cy 01 the .bov. sp.lllngs .nd d~i;; "lOV.etll L fJ OJ III tJ ,J ~ 0 ORD P.OI POS GRA VAS ~. VJAYES. ... o Check How 10 leller Leller Ihls way opposite C,Q Y.. J-- . ~1tl.IJ,lld ('I,f""'l.oa - NO eIlA~~G) 1J.4,/./.J/L III Unll Price $. To '7 <r.: Flower Vase $ ;::'~ Lf}; Cornef Post $ . :~Ial $ "3 'I ~J v, alt..:.. s · &' ...'flr: tJ ~ I!I.J..(..'$ #.g I 9 'I. II I A.I)" s $/ too. "0 ~/H.., s /....?<J 9. " 0 . ..:J-7~ 9~ l.grll'lh.I..ld m.morl.I, wllh 1I11.lh.r.'o .nd rlghlo' po.....lon Ih."O',lh.1I r.m.ln vour p.rson.1 prop.rly unllll h.v. p.ld lor II In lull. In d,'.ull of .ny p.vm.nl h."undtr. IlItlnll you 'A rtpoIII...nd "mov.lh. ..Id m.morl.l. wllhoul gulllor Ir..p... or olhtr wrong,.nd .ulhorl:. .nd .mpow.r vou,ln my n.m. .nd on my bth.II,lo .pplV lolh. m.nlg.m.nl 01 ..Id c.m.ltrV or olhtr p"mlsn'or . plrmlllor III "mov.1 .nd 10 I.k. .ny olhtr II. pi VOU m.v d..m n.c....rv or ..p.dl.nl .nd lurlh.r .gr.. '0 ..v. VOU harml... Irom 'ny enlrv, "po..elllon .nd "mov.1I you mlV Ih.n r.I.ln ..Id m.morlllor dlspos. 0111.1 vour own dllc"lIon wllhoul b.lng .nsw.rabl. , me lor II or lor Inv protl.dS Ihe"Irom, Ordlrs no' lubllcl to cantllllllon. All con.racll conllng.nl upon slrlk... Iceld.nll. .nd olh.r CIUIII b.vond our conlrol. I und.rst.nd fhl' 60 dIVu".r pllClmlnlo' Ihe m.morl.'. FINANCE CHARGE will bttnltr.d on Ihl billing dll.. IIlscompulld bV I periodic ralt at IIf.,. plr monlh which II .n .nnuII plrtln,.gl nt. a' 15,. Ippll.d 10 th. prevloul bll.ne. b.,o" d.ducllng credlll. plym.nls Of' Iddlng purchUluppeerlng on Ihlnl.l.m.nl. To Ivold FINANCE CHARGE p,V Ih. "N.'" B.llncl" be'orelhl billing dill n..1 monlh. , AGAEE THAT ALL LETTERING AND DATBS GIVEN ON AIOVE ORDER AAE COARECT. 'ALIa HAVEIUN INFORMID AND UNDERSTANDTHATTHBRE WILL II A CHAROE FOR ANV LETTERING DONE AFTEA THB MEMOAIAL HAS IIIN ERECTID IN THE CEMETERV. I ALIa ACKNOWLEDGE THAT I HAVEIEEN GIVEN MV FOUNDATION OUAAANTE.~' IF .AP~~I~AILE' ~ ~ 6~ /) V E J 0 ;-: C stamer s SIgnature eEdlE~ OAf 1.01: JOC/l;CO R(.,w- cRto Per V.. No Grave Marked Call Evening Before ., BlueCross. BlueShield. Explanation of Benefits TIIIS IS NOT A BILL Fedeml Employee l'rllgmm PEHNSYLVAHIA ILUE SHIELD PO lOX 1'00S7 CAKP HILL PA 1701'-0057 LEROY BEAR 302 RAVMON AVENUE BOILING SPRINGS PA 17007-9778 KEDICAL QUESTIONS CALL 1-aOO-779-69Qa, DENTAL QUESTIONS CALL 1-BOO-7Q6-a6B7 CLAIM HUKlER' '70_S0l0071 OAT! RECEIVED. 0211_"7 DATE PROCESSED. 02121"7 DATE PAID. 02121"7 PATIENT NAME. LEROY IEAR ID HUKlER. 1150511113 CHECK HUKlER. 50'5'2'1 SUIVWIY OF STAHDARD omOll IEKEFITS ON THIS CL.UII IEKEFrr CHECK EllCl.OSED PROVIDER NAME. YELLOW IREECHES AKSU DATES OF SERVICE. alia"" - alia"" TYPE OF ISUBllITTED INEGOTIATED I/llllICIIVERED I ellP I . 55.aal'211 l'1.aal'211 10.101'211 WHAT YOU ",aa U.Z5 15.61 '15.001 5.zsl '1.111 1z,.001 15.751 1'1,'101 a15'.15 al50.15 172.001 21.001 u.zol 21Z.Z0 A/1IULAIlCE I AJlluLAIlCEI A/1IULAIlCE I zzs.ool 35.001 so.aal 53.a5 TOTALS .z".oo 77.11 . ellPLAIlATIOll OF CODESIRE/IARKS 'Zl--ALLOWAlLE CHARGlS FOR COVERED SERVICES IY NON-PARTICIPATING PROFESSIONAL PROVIIIERS ARE PAID lASED UPON THE NON-PARTICIPATINCl PROVIDER ALLOWAHCE. SEE COVERED CHARGES IN THE DEFINITION SECTION OF YOUR ILUE CROSS AHIl ILUE SNIELD SERVICE .EKEFrr FUH IROCINRE. YOU ARE RESI'OIlSIILE FOR THESE CHARGES. YOUR RESI'OIlSIBIUTY TO THE PROVIIIERISI IS ~~;Oi~ lIE FAID al5,.15. THE FROVIIIER CAK COLLECT az". 00 FIlOIt YOU E SERVICES. " .................................................................................. WHAT YOU OWE SllI1IIARY OF OI/T-OF-!'OCKET ellPEHSES FOR U" I CALENDAR YEAR CATASTROPHIC PROTECTION CALElGIAlI YR DEDUCTIBLE a I DEDUCTIlLE PPO NOH-PPO PER AD/lISSION DEDUCTIBLE a I coIIISIIUI4CI a 53.aJ I COPAYIlEHT a IWHAT YOU HAVE PAID NON-COVERED CHARGES a 77.11 I INDIVIDUAL 'azoo.ao a= a'61 PRECERTIFICATION PENALTY a 1 FAJlILY I AHHIIAL IIAXD\UII TOTAL. a lS0.15 I INDIVIDUAL azaa.oo az,aao as,750 I FAJlILY Any rnubmlulon of 1IIglble IIPln... on thl. clllm mull b. recolvld no IIlIr thin OocImber 31 of 1111 Cllllndar Yllr following thl dall of ..rvice or go da'/1llrom thl pnlCIII dall on Ihll fonn. whlclll.lr I. \allr.' "",17012, F _,....5 , COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE " L-- '* /s.sJ'- II IUREAU OF INDIVIDUAL TAXES INHlAlfAHC[ talC DIVISION Q(pf. In,a 1 HAAAlSIURG, PA 1111..06Dl NOTICE OF INNERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX tH.II.'1I "' III.'" JOHN B MANCKE ESQ 2233 N FRONT ST HBG PA 17110 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 07-21-97 BEAR 01-15-96 21 96-0190 CUHBERLAND 101 LEROY W Altount RI.tltad MAKE CHECK PAYABLE AND REHIT PAYHENT TOI REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ..... ifili:iSCjj"EX-Aj:ji"i03:9'rniiiiicE--oF-YHliEliifiitiCE-YAiriippiiiiisEHiiii'-,--m.-OwANcE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF BEAR LEROY W FILE NO. 21 96-0190 ACN 101 DATE 07-21-97 TAX RETURN WAS, I I ACCEPTED AS FILED I XI CHANGED SEE ATTACHED NonCE RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..l Eat.t. ISch.dul. AI 2. Stocka IIIld Bonda CSc:h.dul. II s. Cloa.ly H.ld Stock/P.rtn.rahlp Jntar..t CSch.dul. CI 4. "orielga./Hot.. Receivable (Schldule DJ S. Ca.h/Bank DIPolita/Hile. Parlonll Property .Schedule E) 6. Jointly Dwn.d Prop.rty ISch8dUl. FI 7. Trenlfarl (Schedule OJ I. Tot.l A...t. 111 C21 151 141 151 161 171 ,DO .00 ,DO ,DO 500,00 6.526.94 ,00 cel NOTE~ To insure proper credit to your account, .ub81 t th8 upp.r portion of thl. for. with your tax pIYlllnt. 7,026.94 APPROVED DEDUCTIONS AND EXEMPTIONS I t 15,301.25 9, Funeral Expan.../Ad.. COI a'Hllc. Expan... (Schedule H) (9) 10. o.bt.lHortg8g. LI.bllltl.a/LI.na ISchadul. JI 1101 ,DO 11. Tot.l D8ductlona 1111 12. H8t V.l... of T.x R.turn CUI 15. Ch.rltabl./Oov.rna.nt.l I.qu..t. ISch.dul. JI 1151 14. H8t V.l... of E.t.t. Subj.ct to T.x 1141 NOTEI If en ellell.ent wel issusd previouslY, lines 14, 15 end/or 16, 17 end 18 will reflect figures thet include the totel of ALL returns essessed to date. ASSESSMENT OF TAXI 15. AllOUI\t of Lln. 14 .t Spou..l r.h IlSI 16. ~t of Lln. 1~ t..8bl. .t LIn8.1/Cl... A r.t. 1161 17. ~t of LIn8 14 t.x8bl. .t Col1.t.r.l/Cl... I r.t. 1171 le. Prlnolp.l T.x ou. TAX CREDITS I PAYHENT DATE 11i .~nl 'Ii 8,274.31- .00 8,274.31- .00 X,OO. .00 x' 06. .00 X .15. 1181 .00 .00 .00 .00 RECEJPT HUHBER DISCOUNT It I INTEREST/PEN PAID C-I AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 . JF PAJD AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL JNTEREST. I IF TOTAL DUE IS LESS THAN tl, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDn" ICRI, YDU HAY IE DUE A REFUND. SEE REVERSE SJDE OF THIS FORH FOR INSTRUCTIONS. I . RESERVATIONI Elt,t.. of decedent. dVlng on or before Dlc..a.r 12, 1'12 -- l' InY future Intar..t In the .,lat. I, trenlf.rred In po.....lon or enJoy.ent to el... . Ceolt,t,r,l) beneflclarl., of the decadent a,t.r the I.plratlon 0' 1n1 ,,'at. 'or 11" or for v..r., the C~..lth herebY I.pr..,ly r...rv.. the right to ~r.l.. ~ ...... trlnl'.r Inherlt.ncl '1.1' It the l~ful el... . (coll,'.ral) rat. on eny luch future Int.r..t. PIlRPClU <IF NOTICEI To fulfill the requlr..-nt. of SectIon Zl~D of the Inheritance end E,tat, TI. Act, Act 21 of 1995. e7l P,S. SecUon ,.40). PAYltDfTI DetKh the top portion of thl, NoUee and ,ubII!t with your PIPIn' to the RI.ht.r of WUII printed on the rlvlrs. tide. ...... check or IIONI, order p,y.tlll tOI REGISTER OF MILLS, AGENT REF1.ICD (CRh a r.'uncI of . ... crfMIlt, Nhlch .... not raque...d on the ,.. Rlturn, ..y b, raqueltMt by c"pIIUne In "AppUcatlDn for R,fund of penn.vlvenla Inherltanca end E.t.t. T.." (AEV.1Sl)). Appllc.tlon. .r. .v.lllbl. .t thl Dfflc. of the A..I.t.r of Will., anw of the ZS A.venue DI.trlct O"lc.., or by calling thl .pacl.1 Z4-hour anfWIrln, ..rvlc. ~r. 'or 'or.. crdlrlng: In Penn.wlvanl. 1.IOO.S6Z-2050, out.lda Penn.ylvanla ~ within lacal ~rrl.burl ar.. (717) 717.1094, TOOt (717) 772.2252 (H..rlnl lap.lr.d Onlw). OIJECTIOHSI Any party In Int.r..t not ..tl.fled with thl appr.I..aent, .llow.nc. or dl..llowanc. of deduction., or .......ent 0' t.. (Including dl.count or Int.r..t) .. shown on thll Hatlc. au.t ObJ.ct within II.ty (60) d.w. of rec.lpt of thl. Hotlc. bYI .-wrlttan prot..t to the PA Dapart..nt of A'v~, ao.rd 0' Appa.I., Dept. 211021, Harrl.bura, PA 171ZI.I021, DR ....lactlon to haY. thl ..ttar det.r.lned .t audit of the account of thl personal rapra.ant.tlv., DR ".appa.l to thl Orphan.- Court. "'1" IITllATlYE ctltRECTJOHS I factu.1 .rror. dl,cov.rad on thl. ......aant ~Id be addr...ad In writing tal PA Dap.rtaent of R.vanua, aur.au of Indlvl~1 T...., ATTNl Po.t A......ant R.vl.. unit, Dapt. 210601, H.rrl~r., PI 17121-0601 Phone (717) 717-6505. St. pag. 5 of thl bookl.t "In.tructlon. 'or Inherltanc. T.. R.turn 'or. R,.ldant Decadent" (REV.ISOI) for an ..planatlon of ~Inl.tr.tlv.ly corractlbl' .rrora. If any ta. due I. p.ld within thr.. (S) c.lendar aonth. .ft.r the decedent-. death, . flv. percent (5X) dllCount of the t.. p.ld I' .llowed. DISCOUNT: PENALTYI The ISX t.. aant.ty non.p.rtlclpatlon penalty II coaputed on thl total of thl t.. and Intar..t .....IId, and not p.ld bafor. January II, I"', thl flr.t day .ft.r the and of the t.. .-natty period. Thl. non-p.rtlclpatlon penalty II appeal_I' In thl t.. anner and In the the ... tI.. parlod II you would appaal the t.. and Intar..t that hat bien .....nct .. Indlc.tM on thll notlc.. INTEREST I Intar..t II chargltd blglMlng with first NY of dallnquency, or nlM (9) IlOntht and ana (1) dey frOll thl deta of death, to thl data of ptIYMnt. Talllt which bac.. dal1nquant before January I, nil ba.r Interllt .t the rata of .1. (6X) parcent par ..-.. c'lculated .t . dellY rat. of ,000164. All t'1lI1 which b1c.. delinquent on and after Jenuary I, 1.12 viii be.r Int.r..t .t . r.ta which viii vary frol c.landar y.ar to calandar wear with that r.ta announced by thl PA Departa..,t of RavWlUl, The appllcabl. Int.rut rat.. for I'az through 1997 ar'l l!!! Inter..t A.t. D.lly Int.r..t Factor !!!! Inter..t Alt. D.lh Int.,..t Factor un lOX .000541 1917 9X .000247 I'as laX .OOUSI I.U-I"I llX .000SOl I." IlX .000Stl I"Z 9X .000247 1"5 In .00055A 1"5-1'" 7X .000192 I'" lOX .000Z7~ 1"5-1'" 9X .OOOZ47 ulnter..t II ulcul.ted .. follow'l INTEREST . BALANCE OF TAX UNPAID X HU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Anv Notlca I..ued .ft.r thl t.x beCDII. d.llnquent will r.'lact an Int.r..t c.lcul.tlon to 'I't.an (IS) dlY' beyond thl dlta of thl ......eant. If Ply.-nt I. aada ,'t.r thl Int.r.tt cOlPUtatlon data ahown on the Notlc., IId.l!tlonal Int.r..t ...t ba ulcultted. , ',", ~'-',~ ""-j "";;j - :)::j~t .~. ii=-;;/'Plljf/uV /(1t.'fI~'~~-: (, .. /1 ~,:-<j 5__~ _;;/'~-,~""7.,,~--~.~.:!9_t< -// ~ -:. -.~ ~._.,~~-.. ~._r:/~___~~:'1 r" ._____-d- ._'<J7i'-~-~.-~ --3,. ScJP.~--- ..' ----........-- _____.__~f ~ :: r~ (, =~=-~=~~=='_~__~~~~._:"..-'~..~~-.......- ... ..... ~.~~:=-_:~~_-.._~=~~~=::~-., '-'-:-:f~ .. .,~ ._..__'_____"""''''' .....___""-' ___. . w'" _. ..." UU'''__ .-.......-- -- ..----.--.:....---,-::.,';~ 'j). " . INHIRITANCE TAX IXPLANATION OF CHANGES filE NUMBER / c:1-l 9'" -at tv A N /d/ ;1TIM't"" '~f;.NO'.; ( IXPLANATlON OF CHANG IS 7.1.... ,... !.:3 -- ---.-.. ---------.--'------- ....-.- ---..........------------.-:----:-;,:! ~ - ......--_._--~_.-_.-.._-'---_. .'- -~-----~._._-- .--- "'':; -----.....----.. .-..----..--..--.....--- --..-,- .__ no ,,' _' _.___. ____,._._.__ ~ i~ --~~_._-_..--...~._-_._._--- ....". ----..--.--- ii.' ~j- .__..__.........---~._--_._.._._,...- --_.:_-----_._~-:~~ "')1 ..._,__.__m~___.___..___...___._.,...____._~, '. -~"i.'~'~ ---.-_..__._..^.._-_..._.._._----,----~_._~,~+~~ ';'.'1.<0 ;,':2~~ ,.~ ..-.~::~ :~'~-~:1~~ -"';'.~~ . << _._.__.".~+_..~.~~-_.._...,- .. .'. ':1n;~ .... - ~.-_..- -.- .-- ._-_.._--_.~----_.~-,_...--~,;. . ,,:'\.'::~~ -;:it :~ --~_~=-~-,i !~'f~ ", ;-" .._~__ _. .~._ _. .~.__._~___._._..._.__._..._:_-:.{e~ :-'-<f!~ ----,..""'* ~~'.~ ld"'-: !,.-..-I _*_____._.~______.m__ ._.....___._.. ...-" ..'- -...'- ..._..,,_.--.--~ .-.-- ----_.~-----"-_.---,,._-"-- ._. ,. "d...._m~'_____' +- .".-.. -...... -----.-----. .--. --.~..- ~.."----- .... .____n__.._..____.' ....-~. ..- --_.~._.."--,,~----- .----..---- .__."._---~._-...-...--- -.. --..-..".. ..--~_.-..- --_.~"'---~..-........,,-_..._.+._.._--- . -~..--_._-~_._.- -_.._-~_."'_....._---... ...---- . .-..___M"_'_' ' ~ ___~_ ._....... .~_ _. _n ._____.__H_...._..U_..-m____ .--.---------- -. ._.-~,." ~-_.~ ........- -.... ..-- .+- ........-..- ._~_~,_.4".___ ._...~,~,_._--_._.- ...-.--. -.... ..n .., ___.~.'m.' '-." ----..+ # /p'/ "'l-;~/, /' PAGE TAX EXAMINER: JRD/JUDO 30, 1992/17858 REGISTER OF WILLS Cumberland County Courthouse Ono Courthouso Square Carlisle, PA 17013 NonCE pURSUANf TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Coumd: JOHN B. MAN~K~, ~~u RE: &tate or t.EHOY W. BEAH , Decensed, L:lte or SOUTH MIDDLETON TWP &tate No.: 21-1996-0190 Date or Decedent's Death: 1-15-96 Pursuant to Rule 6.12, the above named personal representative or the above named anorney, 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 anorney, as applicable, reasonably bdieves administration will be completed. The purpose of this Notice is to advisc you that unless thc requisitc Status Report is filed with the Register of Wills or Clerk of the Orphans' Court, 15 appropriatc, within ten (10) ca1endu days after the datc of this Notice that thc Register of Wllls Is required to DOtify thc Orpbans' Court Division, Court of Common Pleas of such ddinquency and to request that said Court conduct a hearing to determlnc whether sanctiom sbould be imposed upon thc ddlDqueut personal representative and the ddinquent personal representatlvc's coumd, If any. Accordingly. If thc requisite Status Report Is not filed by ,_ 1 ,; , 19c1il. you uc hereby Idvlsed that a request will be submined to thc Court In accordance with Rule 6,12. Date: 2-26-98 Distribution to Estate File STATUS REPORT UNDER RULE 6.12 Name of Decedent I JJ~~~:~ /JJ, 0-e,tV{ Date of Deathl I I Admin. No. ~ I r(P /90 Will No. pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatel 1. State whether administration of the estate is completel Yes 'f No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I 3. If the answer to No. 1 is Yes, state the following I a. Did the personal representative file a final account with the Court? Yes No If b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the cerk of the Orphans' Court and may be attached to this report, Datel ?)'>1)9r Si~~ ..- \",1 V VlIA/ f3 AI ItIJ C;':' E- o :' Name (Please type or print) M /1,13G N FI<DUT 1-f!J& I GT /7I1D -.' .... Address ,- (:~ , .) ( 7/"/) /1 ;3L/- 17{61 01." .1' .1 : c: _. ,_ .J uc. Tel, No, Capacity: Personal Representative ~Counsel for personal --r-representative (HAH trmfl AM3) ..y.Il""". 1"."1 Ira. R DAT.tS Of. ot^..TIt MUR 111J..'I? 1 CIlECK IlERE c.;,!,~ INHERITANCE TAX RETURN ~,;,,~~~,u~:~Dlr IHI^'MtD C1 ": ,>~ (TORBEESIFD.,ElNEDT IDNECoEuDpWEl'NICTATE \"'ILili2',i.'l^i1iR"" ----....-- -- -----..-- ~C"'MOHWf...ITIl QF Jtomsyw...",A (\',' 1"0 OlPMUMUH (~, H,/[~lJ( I 'J' 'J ,..",,~f:~ ,,'~~:\"""" . . . WITH REGISTER OF IllS).. (OUIllY (OOf. ..' vFAR NUMftf.R "i"~'.:';;;:";:;;;;'~;""'"""'''''~~~'....'_=I''''';;','';;:;::;~:"~;;,,::-'.~ ." .. . ..- \I;'if~f:[3U:;I~~'1"J:;_.-n-'----\O~~/i\f/~~--\OA~[D ~'l'/ '10 1. B~'~l~'~)~~'l~~~ LIl<J:l1 PA 1. 7007 ,I..",~l, - ------~~- -~._--_.._-~-_._---~-----_._.._---_.- ----.-..---------.------ ~ I. O,;g"oo' Ro,",n=l 1. ;ul'l'l,,,no,,'''' ~.,",n 0 3. Romoi"do, RMo'n llot dat." ,}f dlHllh prior ta ''2., ).82) C} 5. F'Hinrol E1l0lQ T,U, RolUfn Rnquircd .2_ J. r'Hol Numb"r of Suf" DlIpOlil BO,"1I1 ---.10 ~ - ~ a .. u .. a " ~:!'" ",""'" ~3.U -00 -",... U",ll1 '" ,{ I '^ ~ .. Z x" "" a o Z uO ... . o Ja. rvlurlt lnt"roll C","prf)fnil" (Iar .hwlS nf dlitllh oiler 12.12.;)21 ;~l b. Ollcud"nl Oind Tlllll.11l iJ 7. Ol!C;tldl'lnl Moil1toineJ !J Li\lintJ TrlUl (,\lInch copy of willl (,"I,lIoeR <:.upy of fru\I' - . -----.---.---- 'ALl;CORRESPONDENCE AND CONFIOENTlALflllC INFORMATION, SUOULD De DIRECtED TO, -' ~'''''''t .. iZM...Htf MAllItii';A.OO'~n~--- Johll B. Manckc, E9Q. 2233 North Front Street \;mi""'" NOMo"---------...------.------' lid r r i:Jb U L'Y, ~l\'. 1'/110 . ~ .. J ('/17 I 234-7051 '. . '" --~;::.--=~...=::.~=-:=--=:...~-="=:-:-~~---~--=-_._-.:.=..:=-:;-=:==~---:.~::.-.......,=;..-:' -----=!'---==-_. o J. limihui ESlnlu ", .' '.' :" ~ Q - <{ .. ::> ~ ;: <{ u '" " 1. Rool E"ol. (S,h.dol. Al ( 'I 1, S'o,k. and aond. ISd,.dol. 0) ( 2) 3. CI..oly H.ld Slod<JP,,,ne,,hil' 1"'0'0" (S,h.dolo q (31 J. .'.\ort90go\ and Nehls ~ccci...cbll) ~5c.'cduIQ 01 l'l I 5. Cosh. Bank Deposits &. MhceilllMOIJI ?/trsannl ?ropony( 5) tS,hodul. EI 6. Jointly Owned ProperlY {Schfldule n 7, Tronsfon ISc.nedule Gj (SchudullJ II a. Total Gron ,\uolS lIolQllines 1.TI q. FUMrcl hoenses, AdminhlrotiVll Costs, Miscllilaneous ( ?) EJ.po"sOS {Scr,,,dulo HI lQ-:-Or:abu, Mortgoglt liaDilitlus, li,,"s (Sdu'Idulo I) 11. Total Oeductions {tolollinlls q !. 101 12. Net Vclue of Euate (Iina 8 minus tinIJ 111 '3. Charitable end Govurnmonlol Bnqutun (Sc.hodul" J) lA. Ne. Velun 5ubjoct 10 Tax (lino 12 minus linu 13) o .-!L. o il.,- 50l).O2- '.':' . . \" ,':..J ~ :) 6, 52~-,-~ t) I 6) ( iJ, 7,026.94 ( 81 13,801.25 o 13,80\.25 (10) III) (121 (13) IUl ___x .C6 = 0_ 0_ o :z: o ~ ... ::> ... ::E o u )( <{ ... 15, Amoonl of line \J 'axoblo 01 6% ro'o (151 (Includo values from Sd\edulq K or Scllodule M.l 16. Amount of liM 14 tnJ.able at 15% rote (16) (Includo volullls from 5chedull) K or Sd10dulfl M.) 17, Principal lox do. (Add lox Itom Ii.. 15 and f,om linn 16.1 18. Crodits Spousal Povltny Cturiit Prior Paymants Discounl (18) (lql o x .15 = o (171 Inlerosl o o + + 19. If Une 10 is greater Ihan nnu 17, "nlar the difforonce on line 19. This i, Ihe OVERPAYMENT. aD I....:r.n~ iloll ..I,,".ll..!J - .11'1.111 ,I tllll: m. _ i .1 tf'r.'r. r:1 :lrF}11..i'J.'1.l ~'llllllll ~ (201 (20A) 12081 o o o 20. If linG 17 is grlloler than Bnel lB, enter Iho difforenca on lina 20. This is tho TAX DUE. A. Enler lhllt interesl on tho balance dUG on lind 20A. B, En'.r ,h. .0101 of Ii no 10 and 20A 00 lin. 20B. Thi. i. ,h. BALANCE DUE. Make Check Pavablo tot Regiat., of Will., Agent " ...... BESURETO'ANSWER.A~QUEST10N~ON:REVERSIrSIDE'AND TO' RECHEClCMATH:""""'" -::;';;:":: '/'" Und.r p.noltl.. 01 p.'jo'Y. I d.do'. .ho' I ho.. uumined ,hi. '....n. ,n,:oding o"...p"ny,ng "no dot.. and "Olo...nlt, ond ,. .h. bUI of..y knowl.dg. ond b.li.f. .1 i. "0., '0"." ond ,o..plo... I d.do,. ,ho' oil ,.01 ."",. ho. b..n "po",d 01 "00 ...,\., .0100. O.do,olion 01 p'.p.r.r .,h.r ,hon.he p...onol r.p,...n,o'i.. i. ~a,.d on all Information of "",hith p"partlr has any ~nowl.dglt. '1.<i~;IURf Of ;U~O.U U,'ON$lllf fOlllllJ-r;O RETURU I ~O~.;;$:J /J i{/. (' ~ ";~/.IE ~ "it, .<-V/t//('l-"t.'~ 1::.tL '~Jc.;;L 'YLJ.2L!L.!:z'1.'Z e_u~/V'Zi")O:;.5 tAl- '//- 9 t..27 " ~, ,." R "'N Of N '"" '00 $ 2133 North E'ront st/C'ec~ oA' I lS"V~ lIarrisbur , PA 17110 4/29/97 Bsq.