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Home My WebLink About96-00208 .'ETITIUN ."OH PHOIJATE 111111 (.mANT OF L1~TmnS N... ~/- QbJ - dOR '10: fT.,'a', 01 .1c'an L. Ellenberqer olJo known aJ Rrrl.lrr or Wills ror Ihe .. /)utoJtd. (.''''"I1Y o( Cum~erland In Ihe Saclal StCllrllY No, J. OJ 11-'1.'1. - 97" 5 (.'onllnonweAllh or I'ennsylvanla 1 he pellllon o( Ihe nntlerslgned rC<llCcllolly repre!CI.I, Ih"l: YOIII pellllllnerfl). whll h/llllllR yeAr< "r Agc or ohler Anlhe e.,wll or Inlhe IAsl will or Ihe a~ove decedenl, dAled May 5 And codlcll(,) dAled none .. nAlllrtl , 19-BL ('UHf .tlt..t11 cheIlIlHI/"'cc" f.'. ,rnlllld:1IIIIIl, 1I,.:llh III rUCIlICU, rtc.) Ueeendenl WAS tI"lIIldletl AI deAlh In ~H~...L<:~~berlt't~nly,l'ennsYlvAnla. wilh her IAsl rAllllly or lulnclllAl resldwce;;'1---TOT2tt1ill "load MechPnicsburg. PA 17n~~ 1lIlIllIrtl. nllmber Illllllllllllc1r:l11t"J UccendClll.lh~1 65 yeAISQrogetdled February 11 ,1996 AI Hampaen TownsnJ.p, Cumber and CO.U_I}!:Y 1_ Pe.nnsy 1 V5UU.A._ n' F:xcrpllu rnllow., dtccllclII did nulmnll)', "'n., nollll\'fHl,C'lI "Ilfl tlhl nnl hnve n child horn or ncJnplC'd After ueellllon ohHYievll1 orrered lor pruhole: WAS nollhe .klho ..I " klllh.~ ond wo, never AtlJlldicAled hleolllllClenl: _ . Decentlenl 01 dealh owned properry wilh ,,111II"led vollies ",' 'nil..",: (I ( dOllllelletlln 1'0.) AIII'elSonAI properly (IInol domiciled In I'A.) l'elSonnl properly In I'enn'ylv"ni" (IInol domiciled In I'n,) l'elSonal properly In (.'onnly . VRlue or real e,IRle In I'~nllnlvanlp sllualed as rollows: 1U12 Ml11 Road, Mechanicsburq. $ 1n nnn no $ S S '0,000.00 pennsvlvania WIII!RI!I'URJ:. pelilhmer(X) rC<l'ecrh.lly presented herewllh and Ihe granl or leller< Iheron. reqnCSI('J Ihe 1'lC,"ale o( Ihe 1051 will tlQIIwollixll(1O Te!lJal!l!lJ'l ta;r::v (Ir":llllrlll.'I): :"hllilll'If~IIOfl (,I.',; :ullllinhlrzUlon 1I."."c.I.:1 , i ...- Ui "'g 11= :6 ~'" ~-- llO :1 M Ii; =(~(!~~~~~~l Road _Me.chani"'''hIlTg. PA 17055 OATil OF I'EHSUNAL 1U':J'ltI'.SI':N'J'ATIVE CUl\Il\IUNWEALTII UF I'ENNSYLVANJI\ lSrl CUUNTY UF CUMBERLAND J ' The pelllioner(~ Ahove'IInmed swear(5) (.r aHlrn,('J Ih"rlhe ":llrnlCnls III 'he rnregoill8 relillplI ",e \rile alld correcllo Ihe hesr or lhe kllo\Yletl~e alld helid IIr I'rllri""r.'llf) nmllhal ",5 p"50nnl ICI'ICtell- 'nllve\ll) or Ihe a~ove decedell' pelllionCl(lC) will well n~I'"IY 0lln.ini5ler ~he eslale necording 10 law. Sworn 10 or .rrirllu:d .IId snb<cribetl f !; c4 ~ ~~ '" before me Ihls blH day 01 Kent R. El1eo&~er ~ l '~ )9 { 132 N. Sporting Hi 11 Rn"" !! , " '" u'.-- '.. . '- '~~YI c1--.Mechanicsl:mTg. pD 170~ ~ MARY C. LEWIS RegiJlt', (I ~ 1'hi. i~ to certify Ih.1t che inlllrlll.uillU 1wu: Hi\'l'11 j, (IIrrudy Itll'It.\, hum In orilJil1lt INlili'"IIC'"I.lc",I, 1.,1 f'l I 'I I "I It,' 1'\ "I ' . . ' ^' " .' y 'c. W" 1 IIlC ... All" cgISll"r, IC "1I811l;l lelllfll,"" w,lI hc fmw,,,.lcollll ,he ~I,Ill' Vil.,llll'"".I, Illllle III' pern\.lllll" liIill~, WARNING: 1111 Illegal to dupllcale thll copy by photollat or photollreph. ;;') I <".'7 , I /.,', ,"J, ,.,~,.I) , ,/ '._ A ,; . ." \. . !/"~'" ~.~'. '. .." .--,.,. ;./ . ~/ .- 22.222 . ',;:':;n,~r;'Ii:j~:;t-li~Hi~~'~~--' -.--- ~"HII,;.lt.r<). Pn. 1710D Fcc fllr Ih;, ,c"i1ie,"', S2,(XI 3407021 ~-_._- ,___~4.--:-L.iL_1i~-.,- nJ'C COIIIIOHWlAL1H 0' PEHNIVLlWI'A' 01.....,1100 0' HEALTH' VITAL RlCOnol CERTIFICATE OF DEATH (Coroner) "_1M"'''''' ...m....... ..~,."....,. . 198-22-9725 .00Q11JWt'1.......O".-! . Fob. n. 1996 .... Ellonblrgdr L .. .....,.....c..N... -...- Apr.21.1930 , I\uIpdln ~ rJ ..Q .o.........w- ;.At.,."....-. - '=-00 - \/hIU ,- - -- ........".,...... ~..... ~ _lit 1012 Hill Road Hechanicebur9,PA ,~ 1""O~~::::" . ,~--.......~ ...- 2-13-96 . . 0-_ cremation 010694-1. ~ ...............-.............. " Aprx. ...... ~ 4.00 A. Februery il. 1996 ..--.---..-....-..-.........-.---.-- UII....--.-- Chronic Obltructiv, pulmon.r Dis.... '" . ... . I: c:-...=..;..r,.--;:~ ..0 ..... .. -...- _ ~ _ 0 .. 0 ..0 _ 0 __ 0 .. 0 .. 0 _ 0 _....- 0 --"::;.------ .... -.. .. "i:'~~.r~' .-~~:::"-..:::.:...~~.~~~.?....."..........,... , & 1 --~.."....,..,..,.-~....-....~.--....... ..........---...--..-........-..-.-....'..'..'.............. "tIIDICMp. - ...._~--_...._-_...__.._.._..._.. -.-"..........,....,.....".'.".........'.'........'....'.......,."..,.,..,.,.".,.,.".....,..,. ... - Coroner - - Flbrulr 12 1996 ~,~,....t"l'IlIOtKich..l L. No'::i.t coron.r 11\ 405 Fe1rvay Dri" ~ ~ Klchlnlclburg. Pa. 11055 .. 21 - 96 - 208 oQ c. -, .-:' ~:;:l 1 C\ \iF ':;.;.0 .,--- '..... - ...'....--.. ~. .:..-.; "._" 'H. .-... .... .;... -.'* '/---:-- --'-' .-- .-' ~., ... . l' , t I ,. , ' ,'''oJ . ' ~.. t, .~ - )0 . . ..,' I . . ~ ... . . . , . -1 ' ., I i ,- .. \ "'.f ~\ I .. , '. '. . .' I , '. " .. .;' .1 J , .~ V'* , t. ~ .... ,. '~ I' -, ~: . ., ^~--' -~ J~ - . . i .1 ~ I ~~: ~ III~ = J ~ ~ , - 8 ~ I & ~ = i '. ,. ... LAST WILL OF JOAN L. ELLENBERGER I, JOAN L. ELLENBERGER, of the Township of Hampden, of Cumberland, and State of pennsylvania, being in good health and of sound and disposing mind and memory, and not under duress, menace, fraud, or undue influence of any person homsoever, merely calling to mind the frailty of human life, and eing desirous of disposing of my worldly goods while I have the strength and capacity so to do, I do make, publish and declare this y LAST WILL AND TESTAMENT. I hereby revoke, cancel and annul all m former Wills and Testaments, including codicils thereto, by me at an time made, and declare this alone to be my LAST WILL AND TESTAMENT. AS TO SUCH ESTATE AS IT HAS PLEASED GOD TO ENTRUST ME ITH IN THIS LIFETIME, I DISPOSE OF THE SAME AS FOLLOWS, VIZ: ITEM 1. I direct that my Executors hereinafter named pa and discharge all of my just debts, funeral and testamentary expense . ITEM 2. I order and direct that my bodily remains be cremated. ITEM 3. All the rest, residue, and remainder of my entire estate, wheresoever situate and whatsoever it may consist of, I give, devise, and bequeath, absolutely, and in fee, to my dearly beloved husband ROBERT L. ELLENBERGER. In the event that my dearly beloved husband dies with me in a simultaneous disaster or fails to survive my death by thirty (30) days, thenl! give, devise and bequeath my entire estate, wheresoever situate and whatsoever it may consist of as follows: (al Kent R. Ellenberger (50%) Fifty percent. (b) Pamela L. Ellenberger (25%1 Twenty-five percentJ. (cl Scott R. Ellenberger (25%) Twenty-five percent. ITEM 4. I nominate and appoint KENT R. ELLENBERGER as Executor of this my Last Will. Should the Executor named fail to qualify or cease to act as Executor, then I appoint LOIS H. BARBOUR as Executrix in his stead. -tllWl .i~'fC. JOAN L. E LE BE E . '. ITEM S. I direct that my personal representatives, as well as their successors, shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM 6. I direct that all estate, succession, legacy, inheritance or other transfer taxes, however designated that shall '" become payable by reason of my death in respect of all property comprising my gross estate for death tax purpoBes, whether or not such property passes under this Last Will, shall be paid by my Executor out of my residuary estate. ITEM 7. I grant to my personal representatlve hereln named in addition to, but not in limitation of those powers vested by law, to be exercised without prior application to or approval of any court, the power and authority to retain indefinitely any property, to invest and reinvest any assets or the proceeds derived from the sale of assets, although said investments may not be of the character prescribed by law, to sell, convey/ assign, transfer, and encumber any property, to pay, settle or compromise all claims, to make distribution or divisions in cash or in kind, and in general to exercise all powers in the management of any property hereunder which any individual could exercise in the management of simllar property owned in his own right, and to execute and deliver any and all instruments and to do all acts which may be deemed necessary and proper. L JOAN L. _____________________________ENO______________________--------------- 2. ( - '. ''I- .. ~/l'H OF pmNSYI,VANIA ) ) ss COUNTY OF CUMBERLTIND ) I, JOAN L. ELLEllBERGER , TESTATRIX, ~lse narre is signed t!) the attached or f(lrc<:ping instrurrent, having been duly qualified accx)rding to law, d:) hereby ackrt:Mledge that I signed and executed the instrUrrent as rrrj L1IST WIll.! that I signed it willingly! and that I signed it as rrry free and \':)luntarY act for the purp:)se therein expressed. 5W:)rn ()r affiJ:Tred to and ackrt:Mled9ed before rre, by JOAll ~. ELLEtIBFRGER, the TESTATRIX, this 5th day of Hay , 1!Jl<l. (-~j To I:OTf,r.lf,L SfI,L PAULA ~. l"":'''', I::' ',ry PublIc ():'TI'".I I.',' U"rl~Y Hy CormiS:;;I"1 r.:<p,;l;:" hP/n 15, 1991 The preceding instrUrrent amsistin9 of this and tw:) (2) other typewritten pages, identified by tr,e signature of the TESTATRIX, was on the date there:)f signed, published and declared by ,}OMI' L FlLF.NBFRr,ER the TESTATRIX therein narred as and f()r her I.AST WIlL AND TESTAMENl'. if-" ~ rkd- JAMES M. BACH Residing at 352 S. sr.orting Hill Rlad Mechanicsbur9, PA 17055 ~~ nSlQ~ KENDRA ARBOGAST Residing at 352 s. SP:lrting Hill Rlad Mechanicsbur9, PA 17055 A F F I D A V 1 T ~TH OF PENNSYLVANIA) ) ss COUNTV OF CUMBERl.AND ) ~ \ U~~ ~ ~ ~ ~O(Jl ~ ' ~ ~ ~ ~,~~~ i~~;uo II li !i ::I: i we, JAMES M. BACH and ~F"'nJ111 II11R(lfllc;T the witnesses ~)se oanes are signed to the attached or foreg:)ing :LI1strUrrent, being duly qualified accx)rding to law, do dep:)se and say that we werc present and saw TESTATRIX sign and execute the inst:rL1llCI\t as hcr rJ\ST WIlL! that she signed willingly and that she executed it as her free and v:>luntary act f()r the purp:)se therein expressed! that each of us in the hearing and sight of the TESTATRIX signed the WILL as witnesses! and that to the' best of our krt:Mledge the TESTATRIX was at the tirre 18 or I\'!)re years of age, of 9()und mind and under rtl a)nstraint or undue influence. 5W:)rn or affiJ:Tred to and subscribed to before rre by JAMES M. BACH and - KENDP,A ARBnr,A"T witnesses, this 5th day of , 193!1. May ~:-:7" ,,' Mv P' I ' ... '" ',' .r:; 1 ~ t-.1 '.\' ",' l' ,..,1"-"1', ---~- . . OO!'ARY PUBI,lC chanicsbur9, PA )rmU.ssi()n ExPires 3 , ~ JAMES D. BOGAR ATTORNEY AT LAW JAMES D. BOOAR ANDREW C. SHEELY ONE WEST MAIN STReET SIIIREMANSTOWN, PENNSYINANIA 17011 TELEPIIONIt (71?) 707-8781 TIlLECOP1ER (717) 707-a008 May 10, 1996 Mary C. LeWis Register of Wills cumberland county courthouse One courthouse square Carlisle, PA 17013 RE: The Estate of Joan L. Ellenberger No. 2196-0208 Date of Death: February 11, 1996 Dear Mrs. Lewis: I represent the Estate of Joan L. Ellenberger. Enclosed is a check made payable to the Register of Wills in the amount of $5,557.50, same constituting a prepayment at discount on account of pennsylvania inheritance taxes in the above-captioned estate. The prepayment is determined as follows: $97,500.00 multiplied by 6' or $5,850.00, less discount in the amount of 5' or $292.50, resulting in payment of $5,557.50. Please provide me with the appropriate receipt in this matter. Your time and consideration in this matter is greatly appreciated. IfI '0 U) I{) 5~ - IX) :) 2? d: .)- ~... Q':.!8 A~beb - -''0 EI\SlllosurliE ': . ~ cC8611(enf:= R. El'ienberger &!&! ~ ~'g Hand Deliver~ very truly yours, ~cJL1 ANDREW C. SHEELY . .__.~_....._.--~.. --..... , " ~ .~. ~ " , II "'" ~ - - .w" -~"~.~"",",,,'*~~~~""'~"""""'''I' . .,~~....... :-' ...,.:",~~..:,...\,,{-'- " ,,,_~,,,r,'''-~"''''- .,,;" .,,_>.""",....;.k_"'~..!"../.,...,..,....-"'--."" '~""" ",.,--,",,~,., . \ ' . I \ \.~~. , -" - - - -' ---.- --- - - "- -' ---.....< cf \"S '" JJ ,qlD-;lD ~ ~ 5' S\ ~ ..,.. C,.C t-('"\ \.\u~"e.. I C.....-,U"'\.--.~ (0 \ \ c.c(\ .,,\c;:., ~t\ \. <:>\ ~ \ , ! 1.11111111/1111111.11..1111.1111.11.101.11.1.1.11111 .. ~~ __.,.' ~--""'-"'r-W-'lI'i1l!J -~'J ,..-' /. - " .~-. . p. '. ".. , { , ...,\ . ':. ~ . .. . ,t ;' . , '. f .r t;' '" , . ~".J ..." .... ~~ , . . t . . ~ )l '. " . ..... . .",) . lfl, ":'. ,- ~. '.l . !.. \ ',' ". '....f /~' " , , ... . ".' . .,,',. . .a .... "I , ;., rti). ., . . . ,'~ .. ~. . ':::>' ")0. \- " ~. .. ':< , . '1 .".--.....,- .._,..,._~-.;"'.. ,..,--,~ ~.-.. --.--.-.---. I f ___--..J.- : , ;" .. .- -, .... "'~' - .~" ------- ----- -- --. ------ - --- --- _..- ----- ---- B m AMOUNT RECEIVED fROM. ..,,;J;J/.:50 10\ SHEELY ANDREW C ESQ \ WEST MAIN STREET SHIREMANSTOWN, PA \70\\ 199-22-9725 \f1.1) ., .. ..-'.~, '. ;1 TOtAL AMOUNT PAID .5.557.50 V'Z CUMBERLAND DJJ'. Of D~H B I ' " I ,) RECEIVED IY ,/1t,:I,' i I '{~!I'l1h'/I! ,;' I I ~~~19!fERLB~IaILL~' " i u' ./ REMARKS KENT R ELLENBERGER C/O ANDREW C SHEELY CHECK" 494 REGISTER OF WILLS ESQUIRE SEAL ------------- --- - --- - - --- -------. . ' ,~ ~. -.. .; / ~. . . \. -, ~' \ -, . :-- " , '.- . .-. -~. .-. - - - ..--- ---~ ~-. ~ - ~ " , . .... /--- . ...- r "T I -,- -. - - .., .... .- '"- , ~ " i ,r----.--- . n-- ~_____ _ _ _ _ ._. ____ __ _ _ __. _ _ ____ 1 =1 . ",',::''!ii:~,,>r'"'~~~~0i;~~i'~''' (,;i!;i:V'it,":;;~;:~0~fJ;}r;';"i,:if/,"'/c"'{;l'1:;',i':.;;::;;;';'j~~T:'~~ " 'I' NWgLTH O'tP~~N.nLVAN'A." '" "'" . ""!"".' In;!-~ .,{ !.,~""., ;!}}fli~,,;ilii:" ,l .... "of ><'... "iii\~",;.,.;:i:''.i;j:!jf:Y:I;S.'IY:';:':,..~.''"i;~( '.~ .~.ii6:~~~ .~fi:l~.."Jj. ~,it~H' ",,~"..: . ;'"~-"i'-"'i<'''''i~:-''''''';':';<':'' ~,.t~-lT"i,f,;,:.\.;~,.~._ r.',':',);;;...,-."",,~/, ..-,d....~;','"./-..:,;,;;v .:} , '-......' PIN' m......'... '..H-.....'..Cf'....D.m'..-...v;',,' "'"'".~,,,',','''., ,j .,~.' . . -;,.....fflf,!",' '''', '. ,,, ,...~~, no.,.....,.,..." .~.' ..,.. '....".i;:",!!:,..::",;....!,;;', .:, RECEIVED FROM: ACN ASSESSMENT '=' CONTROL 1:1 NUMBER AMOUNT B KENT ELLENBERGER 13e N SPORTING HILL RD 101 .b'f . ::11 MECHANICSBURG, PA 170SS ESTATE INFORMATION: !I filE NUMln II e1-1996-0e08 SSN !I NAME Of DECEDENT (LAST) (fiRST) ~ ELLENBERGER JOAN L IIIWE Of PAYMENT B POSTMARK DoI.TE COUNTY 198-ee-972S (Mil CUMBERLAND IWEOfDEATH REMARKS fa TOTAL AMOUNT PAID .64 .:51 ' CW . n., /, f ./ RECEIVED BY/?iI1"f ( ,'.... ,1.1('1/ 'I . , . St'~HAJU'!. I . ( './ ,', '. ,,) ":1,1:1 ' MARY C. LEWIS " '" ',..' .- I REGISTER OF WILLS ( .! .-, KENT ELLENBERGER SEAL CHECK" 534 REGISTER OF WILLS ~,===-~- - -=- '=- - ----.c-- '-- c--, --- -- - - - -- - - _ --r----~ . .J. . .. I . " .. . I._ ". , fll! .,,? . ,l J t' " ~. \, -. , \, , .' , ~ ..... _dl ~ - i' -- ..----.-.- 1!' . ......-.-- I -rT ,- COftttOHW[AL TH Of' ptNHSYLVAHIA D[P"'Ut[Nf or MYUU IUR[AU OF INDIVIDUAL T'XES OlPT. nUll ","UIURa, Pi I1UI-0601 * INFORMATION NOTICE AND TAXPAYER RESPONS~ I. I. ., FILl! NO. 21 96-0208 ACN 96124709 DATI! 06-25-96 TYPE OF ACCOUNT o SAVINGS !Xl CHECKING o TRUST o CERTIF. In.IUIU." .'.MI 'l' .,j EST, OF JOAN L ELLENBERGER 5.5. NO. 198-22-9725 1 1 :ID~TE OF D~ATH 02-11-96 COUNTY CUMBERLAND '1;0 LI1 KENT ELLENBERGER C;, 132 N SPORTING HILL RD C MECHANICSBURG PA 17055 U I '.(I REHIT PAYHENT AND FORHS TDI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HE"BERS 1ST FED CREDIT ha. provided the Departaent with the I"'or.atlon 1 ht,d balow which ha. b..n ulld In uleuhtlng the potentS.1 tax due. Their racordl Indlcat. that at the d..th of the above dacadant, you ...t. , Joint owner/beneficiary of thl. account. If you f.. I thl, Infor..tlon 1. Incorrect, pl.... obtain wrltt.n correction fro. the flnancl,l Inttltutlon, attach. copy to thl, for. ~ ,.lIh."" It tn tfwl Aha"" ...dr.... Thh arcourtt Is hubl. In acrord!lnca with the In""" 1 ,,,"C_ hII' 1"".", the C~nt'IIW,ullth "f PWW1....lunl... Que.tlon. ..y be ........r.d by c.lllng C711J 787.8SZ7. COMPLETE PART 1 BELOW . . . SEI! REVERSI! SIDE FOR FILING AND PAYMENT INSTRUCTIONS A..ount No. 104423-11 o.t. 06-07-89 EltabUlh.d Account Balance Percent T.x.ble Aaount SubJ..t to T.x R.t. Potenti.l T.x Due 4,086.63 50.000 2,043.32 .06 122.60 TAXPAYER RESPONSE FAILURe TO. ReSPOND WILL RI!SULT IH AN OFFICIAL TAX ASSI!SSHEHT BASED ON THIS NOTIce To In.ura prop.r cradlt to your lecount, two elJ cop I.. of thh notlca IlUlt .CCD~any your p.ya.nt to tha Ragl.t.r of Will.. "aka ch.ck plyabla tOJ "R.glltar of Will., Ag.nt". K HOTE; If tllC ply.."b .r. aada within thr.. Cl) aonthl of the dec.d.nt., data of d..th. ~ou ..y d.duct I 5~ dllcount of the t.1C due. Iny Inharltanc. tllC due will b.coaa d.llnquent rln. C,) aonthl .ft.r the data of da.th. Ta. K PART [!] [CHECK l ONE BLOCK ONLY ..J A. Th. .bo.... Infor..tlon ....d talC dua I. corract. 1. You .ay chao.. to ra.lt paya.nt to the R.gl.t.r of Will, with two cop I.. of thl. notlcl to obtain . dhcOW'tt or avoid Int.r..t, or you ..y check bolC "A-' and r.turn thh notlc. to the R.ght.r of Will' end an of'lclal a.......nt will b. I"uld by th, PA nlparta.nt of R.v....ua. B. c:J Tha above ....t h.. baan or will b. r.port.d and talC plld with the P.nn.yl.......la Inh.rltanc. TalC r.turn to b. '1lad by the d.c.d.nt'. r.pr...nt.tl..... C. c:J Th. above In'or..tlon I~ncorr.ct and/or d.bt. and d.ductlon. w.r. p.ld by you. You llU.t coapl.t. PART l!J Ind/ar PART [!] bllow. PART [!] TAA "~TU"n - COHFUTATIun LINE I. O.t. Elt.blllh.d 2. Account Balanca 3. Parcant T.xabla 4, A.ount SubJ..t to T.. 5. Dabt. .nd Daduction. 6. AMount l.xabl. 7. T.x R.t. e. T.x Dua .:iF TAX ui" JO:\;.1,'i'RUS,'i Ati:\ii.ii.iS 1 2 3 K 4 5 6_.__ 7 K a ',;,u OFFICIAL USE ONLY 0 AAF PA DEPARTMENT OF REVENUE If you Indlc.t. . dlffarent t.x rat., pl.... .tat. your r.lation.hlp to decedent: PART I!I DATE PAID DEBTS AND DEDUCTIONS 1 2 3 4 5 6_ 7 8 CLAIMED PAYEE DESCRIPTION AMOUNT PAID I I TOTAL CEnter on Line 5 of Tax Conputatlon) . Undar panaltle. of perjury, I declare that tha fact. I hava raport.d above ar. true, correct and conplate to tha b.lt of ay knowledge and ballaf. HOME WORK ( TELEPHONE ) ) NUMBER DATE TAXPAYER SIGNATURE "., ,rio',' """j .~> . .~~~:; ....;\ .~" ,_."," 'f"~.l_ .. .p-,; ~"-l' ~f::-" ~~ ""1 t.... \1 ::' .~ ',~';;,' ~)) ',",' :'..;1.,1 .-:....,. ""'1 ~';1' 'C'" I -!_f \, I ;::J'J /:.:... '.::1 ._,cJ ~'I ': "" il ,.':-.; ;~>~:,-j " :--j' .~. '.J ~rl .j :;:.1 .. "'.~ ,\~'f ~'~ ~':'j' ': ::.2 ".'!::~ ''';'~o.,i :r~l <~ ""1' :j;' ,', " ~~;'. ..'1 BENERAL INFORHATION 1. FAILURE TO RUI'OHO WILL R!WL T IN AN OrnCIAL TAX AlSUSIi!NT _II" _11...1. In'.'..' ..... ... In'.,"U... ~lttld bv the 'Inane... Int'ltutton. r. lllh.rHel~ ta.. M..... ..11"...,., nt".. ItOnthl _n., the deuden", det, of deeth. J. A Joint "count II ".lbl. IV.., thoulh the de'!;......,.. n... .... ~ .. . ..U.r 0' convenlMCI. 4. Acoount. UnalucU", tho.. held bet,,"" hu~ .... wlf.) which the deud.,.., put In Joint ".... within OM v..r "lor to dllth Ir. full, ".lbl, II tr~.'"" I. Account. ..._ll1h" Jolnth between hutbMd Md wlf, Nr. ttwt OM V'" prior 10 d.Uh Ir. not '....1.. .. Account. held bv . dec~t .In tru.t for. ~ther or other. ,r. taxabl. full~. REPORTING INSTRUCTIONS - PART 1 - TAXPAYER RESPONSE 1. ILOCI.. - If thll In'or..tlon and co.put.tlon In t.... notlc. .r. corrlot and deducltlon. an not b.l", chlMd, pl.1 M "X. In block ..... 0' P...t 1 0' the .T.xp.~... Allpon... ."tlon. Sign two copl.. and .ubIIlt thY ..lth YOU" check fo.. thl ......t 0' tax to the AIII.t... 0' Will. 0' thl count, Indlr.eted. The PA Oap.rt-.nt 0' Revenue ..Ill I..UI M 0"101.1 ......-.nt (For. R[Y-1S41 EX) upon rac.lpt 0' the r.turn froe the A..I.t.r of Will.. Z. ILDCl. - If the ....t .pacl'led on thl. notlc. h.. bien or ..Ill be reported and t.x p.ld ..Ith t.... Pann'Vlvanl. Inharltencl 'ax R.turn '11ad bV the decadent'. rapr..entltlv., pllC' en .X. In block ..... 0' P.rt I 0' the .".Ply.r R..pon... .actlon. Sign ana copy and ...turn to the p.. o.p.rt-.nt 0' R.venue, .ur.au 0' Indlvldu.1 Tlx", D.pt 280601, Harrl'burg, P" 17128-0'01 In thl InV.I~ provided. J. ILDCl C - If t.... notlc. Infor..Uan II Incortlct andlor d'ductlon. .r. being cl.IMd, chack block .C-O and cOIIPI.t. Parta Z and J "'~"'dl,.. 'If ,iN 1...,rucl10f11 tMll.Mf. :Uy., t_ ...,.,Iu 6l\J ..~1t t~e. with your check '0:' thl UIOlOIIt 0' to}t payable to the ",gJlh.. 0' Will. of tha county Indlc.ted. The PA Dep,rt.ent of R.vanua ..Ill I..UI an offlcl.l ....~.-.nt (For. REV-IS41 EX) upon rlC.lpt 0' thll raturn frOll thll Rllllllt.r of WUII. TAX RETURN - PART 2 - TAX COHPUTATION LINE 1. Ent.r thll data the account orlgln.lly .... a.t~ll.hed or tltlad In the aann.r a.l.tlng .t d.t. of d.,th. NOTE, For. decedent dying .'t.r 12/12/121 Account. which the d.cadant put In Joint ~. ..I thin one CI) y..r of dI,th .r. taxllbla 'ully II tran.'..... Hawv.r, thata II an lXelUtlon not to 'xcNd u,aoo per trM,f.r.. rllllardl... of thl VII", of thl ac:COU'lt or the nuabar 0' accounb hIIld. l' . doubl. ..t.rlak (--) ~.r. bafor. your 'Ir.t nail In thl ~r... portion of thl. notlc., the 'J,OaO .xclu.lon .lr.ady has bIIn daductad 'r. the ICCOW'lt b'lanc. II raport.d by the flnancl.l In.titutlon. 2. Ent... thll tot.l balanc. of thll account InclucUng Int.....t eccruad to the data 0' dlath. S. The percant 0' the 1CC000t that I. t,xllbl. 'or .Kh survIvor II dat....lnece II follO\111 A. ThI parcant taxabl. '0.. joInt ...... ..tablhhed 10... then OM ye.r prIor to the dKedent.. de.thl I DIVIDED IV faTAL tutlER Of' JOINT OWNERS E...,I.1 A JoInt ....t r..l.tar.d DIVIDED IV TOTAL HtMIER OF' X 100 . P[RC[H1' TAXAlLE SURVIVINC JOINT OWNERS In the ,..... 0' thl dec.dlnt Met two other pa...on.. 1 DIVIDED.V S (JOINT OWNERS) DIVIDED IV 2 (SURVIVORS) . .167 X 100 . 16.7X UAXAILE FOR EACH SUlYIYOR) I. The parc.,t tlixllbl. 'or ....ts crlltlMt ..lthln OM Yllr of thl d.c.dent'. daath or KCounts owned bv the decadent but Mid In tru.t for another Indlvldu.I(IJ (tru.t bana,lcl.rle.)s 1 DIVIDED IV ToT"L HUMBER OF SURVIVING JOI~T OWNERS DR TRUST BENEFICIARIES x loa . PERCENT TAXAILE t...I.J JoInt eccount rlOhtarlMt In the MIll 0' thl decadent and two other p....on. end IItlblhhed ..lthln one yllr of de.th by thl Clacadant. I DIVIDED IV 2 (SURVIVORS) . .51 X 100 . 50% (TAXAlLE FDA EACH SURVIVOR) 4. The ~t .ubj.ct to tax Ulna 4) II d..,....IMd bv aultiphlng the account b.lanc. Cllna 2J by the p.rcant t...bll Ulna SJ. 5. Ent... the tot.l 0' the debt. and deductions lhtad In Pitt 3. 6. ThI MOUnt taxllbl. Ulna 6J II d.t....IMd bv .lAJtracting thl dabts and d'CluCtlon. Ulne 5) frIM thl MOU"lt .ubJltCt to talC Cllna 4). 7. Ent.r the ."ropri.ta talC rat. (lIne 7) .. d.t.r.lnad balow. A. For det.. of de.th occurrIng .ft.r 6/Sa/9., the t.x r.t.. fo.. tran.f.r. to 'pou,.. .r. .. 'ollow., 1. D.t.. 0' da.th on 0" .ft'r 7/1/94 and blfor. 1/1/95 the r.t. 1. SX. 2. Dat,. of da.th on or .ft.r 1/1/95 tran.f.r. to .pou... ..Ill ba t.xad .t ax tlX ret.. Not.s For d.t.. of de.th prior to 7/1/94 tran.fer. to .pou... .r. t..abla .t 6X. .. Tran.'.r. to llna.l d..cendent. IncludIng f.th.r, .oth.r, Ion, daught'r, grBndchlldran, .on-ln.I..., daught.r-In-I..., .t.pchlld and tMlr I..ua Ir. t.xabl. .t .Ix parcant C6X). C. Tran.f.r. to .11 other. IncludIng brother, .I.t.r, unci., .unt, n'Ph'" and nl.e. .r. t..abl. .t fl't,an p.rcant (15X). D. I' YOW ch~ thl t.. ret., pl.... .pacl,y your r.latlonshlp to the d.c.dlnt In thl .re. provided. e. ThI MOUnt of t.. due (line .) I. det.r.lned bv aultlplVlng thl ..ount t.x~l. (1In. 6) by thl t.. r.t. ClIne 7). CLAIHEO DEDUCTIONS - PART 3 OEBTS ANO OEOUCTIONS CLAIMEO All_lIbl. dabt. and deduction. .... dehr.lned II follO\1'1 ... You 1...lly ar. r..pon.lble for Plyaent, or thl ..t.t. .ubJact to edllnl.trltlon by a p.r.onel r.pr"lnt.tlvl I. In'Uf'lclent to pav the daductlbla It.... I. You actuallv ,.Id the dabte .ft.r d..th of the decadant end can furnish proof 0' p.yaent. C. Dabt. baIng cl.lead au.t be It..lzaCI fully In P.rt S. I' .ddltlon.1 .pac. I, naadld, u,. pl.ln papar I 1/2- . II". Proo' 0' p.yant ..y ba raqua.tlMt by ttM PA Dapltt.."t of R.vlnUl. TAXPAYER ASSISTANCE IF YOU NEED FURTHER INFORHATION OR ASSISTANCE, CONTACT ANY REGISTER OF WILLS. PA DEPARTHENT OF REVENUE DISTRICT OFFICE . OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAYER INQUIRY UNIT IN HARRISBURG AT (717)787-8327. TDDI (717) 772-2252 (HEARING IHPAIRED ONLY) . . GENERAL INFORMATION 1. 'AILU~1 TO RESPOND WILL ~ElULT IN AN OffiCIAL TAX ASSElSHENT .lth _11...1. In..,..1 b...d on Inl....llon '\!Mltted bv the tlMMI,' In.tltutlon. f. Inhtr'tlnCl "M bee.... delinquent nl~ ~th. ,ft" the dec.d~t" d.l. of ~.'h. J. A Joint MCMa'\t II t..llbl. IV'" thOUeh the dl;c~t'. n... "'.. .deled II . ..U.r of convlM\l.nu. 0, A..ounl' (InDludl", IhO" hOl. .....on "".bond ond .1..1 ohl.h IhO ....don' put In loin' n.... .llhln on. y... ..1.. '0 death .r. fullv hubll .. tun".,.. I. Accountl ..tlblllhed ,olnth betftel\ hu,bend end ..UI ItGr. than OM 'I'" pdo, to d..th .t. not ".ablt. ,. Accountt held by . deCedent -In tru,t fa'. ~ther or ath.,. .t. 'I.able fully, REPORTING INSTRUCTIONS . PART 1 . TAXPAVER RESPONSE I. ILOCI A . If IhO Inf....llon ond 'OOOUI.llon In Ih. naIl.. ... ......1 end dedu.llon. ... nal b.lno .1.1.... .1... on ... In block .A. 0' .... I 0' IhO .,....y.. ......... ,,,"on. Slon I.. ...,.. ond .ublll IhO' .llh you. .hO.k ... IhO oooun' of ,.. to the RIGI,tlr of Wl11...f-tbI-countv Indle_ted. 'hi PI DIP.,t..nt of Alvlnue will I"ue en offlcla' ........nt (For. R(V~u;;.;:,~IPt of the nt\lM-';'OI thli A.gltt., of NUh. Z. ILOCI I . If IhO .".. ....,'1.. on Ihl. n.llc. h.. b.on .. .111 .. ...0.I.d ond I.. ..1. .llh IhO P.nn,yl.onl. 1....11.,.' ,.. ..t... ,,1" by IhO ........., .......nt.II... .I'c, on ... In block .1. ., .,.t I 0' lho .,..p.... ...pen". ",'Ion. Slon one .opy ond .....n '0 lho PA O....loonl 0' ......., I..... ., Indl.IOu.1 ,...,. D..' Z....I. "...I.bu'O. PA 17IZ.'...1 In IhO .ny,lope provided. .---__'___0 I, IIOCI C ' I' 'he noli.. In'o....,on " loco..... ond/o. d,,,,,'.n. ... b.lno .1.1..d. .h..k block .C. ond ....1.1. P.... Z ond I ......Ino '0 I'" In'.....II.... b.I... .:...' 1_ ...1.. ~'" ......11 II... .111. ....- oh..> '" 110. ...." or ,,, .".... I. thl n....'" ., Will' ., IhO .ounty Indl..I... 'ho PA OoI>..I.ont ., ........ .111 I..u' on 011I.1.1 ......oont IFo.. REV'IS" EXI ..... ....I.. of thll r.turn frCNI thll Aelhtlr of willi. TAX RETURN . PART 2 - TAX COMPUTATION L1HE 1. Enter thll data the account oriainallV WI' ..tabli.hed or tltlad In thll .anner ..1.tl~ at dlt. of d..th. HOTEl ror. decedent dying .,t,r 12/1Z/IZ1 Account. which the dlcadent put In Joint ".... within one (1) y..r of d.ath .t. t..lble fully II tr.n,'.r.. How.Vlr, there 1. an Ixelu.lon not to ..c.ad 'S,UDa par tran,f,r.' rlg.rdle.. of the vatu. of tI'M Kc~t or the ,."..r of account. held. If . double ..t.rhk cu) app..n bIIfor' your flr.t n..' In the Mldr." portion of thls natlca, thl u,OOD ..clu.lon ,1r.edY has been deduCtad 'rOIl thl account balance II reported by thl! financial In.tltutlon. Z. Ent.r tht tout btI1."c1 of the account Including Intar..t accrued to the dlt. of d..th. S. The p.rcant of the account that 1. taxable for .ach survivor 1. d.t.ralned a. follow" A. T~ percent t.xabll for Joint ....t. I.tabll.hed aor. then one y..r prior to the d.cldlnt'. daath, 1 DIVIDED IV TOTAL HUKlER OF JOINT OWNERS Ex.-,lll A Joint ....t r.gl.t.red DIVIDED IV TaUL HUHIER Of X lOD . PERCENT TAXABLE SURVIVINC JOINT OWNERS In t~ n... of the d.c;ed."t and two other p.r.on.. 1 DIVIDED IV S (JOINT OWNERS) DIVIDED IV Z (SURVIVORS) . .167 X lDD . 16.1"~ (TA~AILE fOR EACH SURVIVOR) I, Tho ....on. .....1. 'or .,..t, ......d .llhln cno Y'" 0' ,ho d...don". d..lh .. ...oun" ....d by lho d.c...nt bU' hold In tru.t for wwther IndlvlcknlU') (tru.t benef1c1.rles)1 1 DIVIDED IV TOTAL NUMIER OF SURVIVING JOINT OWNERS OR TRUST BENEFICIARIES X 100 . PERCENT TA~ABlE EM_I" join' ...oun' ...10..... In IhO nODD ., 'ho ....don. .... I.. .Ih.. ....on. ond .....llohod .lIhln one Y'" ., ....h by tt. deCedent. 1 DIVIDED IV Z (SURVIVORS) . .SD X 100 . SOX (TAXABLE fDA EACH SURVIVOR) ., Tho oooun' oubl..' '0 ... (line " I. d.....ln.d by DUI.I.lylno tho ...oun' b.I.,.' llln. Zl by IhO ....on. I.,obl. (line II. S. Ent.r the tot.l of the dabt. ~ dedUCtIon' listed In P.rt S. .. Tho ooount .....1. (line " I. d.....lned by .ubl....I.. lho d.b', end d.dUc.lon. lllne Sl f... Ih. oooun' 'ubj..1 .. ... lllne ". 1. Ent.r the approprlatl t.x rata (line 7) .. d.t.ralned b.l~. A. for dat.. of de.th occurring .ft.r 6/30/94, the t.x r.t.S for trensf.rs to 'POU"s ara .. follows' 1. Oatas of daath on or .ftar 7/1/94 and b.fora 1/1/95 the r.t. I. S~. Z. O.ta. of da.th on or aft.r 1/1/95 tren.f.rs to .pousas will ba t.x.d at D~ tax rate. Nota' for datas of d..th prior to 111/94 tren.far. to spousa. .r. taxable .t 6~. .. Transfar. to lln.al d.Scendant. Including f.thar, lather, .on, daught.r, grandchildren, son~ln.l.., daughter. In. I.., stapchlld and th.lr I.su. .ra t..abl. .t sIx p.rcent (6~). C. Tr...."." to .11 othars Including brother, .lttar, ...,ela, aunt, napha. and nlace .r. tuable .t flfta'" parc..,t (15X). D. If you change the tax r.ta, pl..sa SPlclfY your r.latlonshlp to the dac.dent In t~ .r.. provided. I. The.-aunt of t.x due (line I) 1. detaralned by IUltlplylng the .aount t..abl. (line 6) by the ta. rata Clln. 7). CLAIMED DEDUCTIONS - PART 3 DEBTS AND DEDUCTIONS CLAIMED Allowabla dabts and d.ductlon. .r. d.t.ralned .. followsl A. You I...lly ... ..._lIbl. ,.. ....onl. .. Ih. ..I." .ubl..1 10 ...lnl.l..llon by . ....on.1 .......nt.II.. I. In.ulll.lon' to p,y the deduCtlbla It..s. I. Vou actually p.ld tha d.bts .ftar d.ath of the dlcadant and can furnish proof 0' pa,..nt. C. O..t. ..In. .1.1..d ou.. b. 11..1... 'ully In P..' I. I' oddl.lon.1 ..... I. n..dod. u" .1.ln ..... I I'Z. . II.. P.GO'" PlytMnt ..y be requasted by tha Pi DlPertaent of R.vanul. TAXPAVER ASSISTANCE IF YOU NEED FURTHER INFORMATION OR ASSISTANCE, CONTACT ANV REaISTE~ OF WILLS. PA DEPARTMENT OF REVENUE DISTRICT OFFICE OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAVER INQUIRV UNIT IN HARRISBURG AT (717) 787-8327. TDDt (717) 772-2252 (HEARING IMPAIRED ONLY) I!! ~:s::: III!:'" "'i!9 ... ~i'" lil15 a:.. a:z 82 .J- '* '01 O"TII 0' OI"TH "ml 12/31191 CHICKH..I I' " SPOUS"L POV"" CIIOIl IS CLAIMIO 0 'ILl NUM'" INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 21 COUNTY CODE MPl I A 011 1996 YEAR 0206 NUMIER 15 51 III .. COMMOHWfAUH OF pfNNiYlVANIA O('AlfMfNT O' IUVINUf Drn '10601 HAUISlUIO,'o4 11121.060' N' NAMI ILA . II . AND Ml00t INI .All E11cnber er, Joan L. ~I"'l IICURny NUMUI DAn o. OlA1H o ( IN' 1012 Mill Road Mechanicsburg, PA Co." Cumberland AMOUNT 1((11'110 jUt ItUUUCllONSI squire 17055 Remaind.r R,turn (lor dOl" of d.olh prlor'o 12,13.B21 Fed.ral Elloll Tax Return Required Total Numb.r of Sof. O.pOtU Bo.... J"~ 'i." -_.,) ~-~,t'4'~~ i~-~"')' ._~~j:t;;\J:~,,:.t 17011 115,511.43 16,704.01 96.607.42 96,607.42 5,606.45 (lB) (19) (201 6.035.03 226.56 196-22-9725 02/11/96 04/27/30 '" ""'I(AIlIIIU...,.,tHQ lPOU'" HAIlI "." "." .HO "'IOOlIIHlllol.l! SOCIAL $feuI.fT NUMUI 03. 05. -0-8. {1G 1. Original Return 0 2. Supple menIal Relurn o 4. lImil.d Eltol' 0 40. Futur. Int.r." Comproml.. (lor dol.. 01 d..,h ok.. 12,12.82) Ga 6. Oecld.nl Di.d Tlltal. 0 7. D.c.d.nt Mainlain.d a living Trult (Alloch copy 01 WillI (Alloch c.py 01 T,u..) 'AU"COUISPONDINCIAND CONflDINTlAL TAX INfORMAnON IHOULD.. D1UCT1D TOI .; OM'U If MAlLIN A 0 One West Main St. Shiremanstown, PA Andrew C. Sheely, Esquire IUE'HONE NUMIU 737-6761 z .. 3 ~ bl a: (II (2) ( 3) (41 15 ) 16} (7) 70,000.00 21. IF lin. 18 il grealer Ihan line 19, .nler the difference an line 21. This is Ihe TAX DUE. A. Enl.r Ihe Inl.,esl on the balance due on line 21 A. B. Enl.. .h. '0'01 01 line 21 and 21A on lIn. 218, Thl.l. .h. BALANCE DUE. Make Chock Payable '01 Regl,'.. of Will" Ag.nt ':':t:~,,";:;~(:/.' . II lUll TO ANSW" ALL QUISTIONS ON REVIISI SlDI AND TO RICHICK MATH;.'K':W,;;!9>1f./:;li1.i.: Und.r p.nallill of perjury, I d.c1are that I have examined Ihis relu,n. Including accompanying ,ch.dules and statem.nts, and to the b.., of my knawl.dge and belief, It Is true, (arred and camplele. I d.clare that all real IItale has been repon.d at 'rue mar..1 value. D.c1aratian of pr.par.r other than the p.nonal r.pr.sentative II based on all Information 01 which prepar.r has any knowledg.. " ~~~/ft!2N5"'''O'''''NG'''U'N ADO",,' 132 North Sporting Hill Road om Mechanicsbur PA 17055 11/6/96 TAlIV! AooRUS ne es al.n DAn. Shiremanstown, PA 17011 11/6/96 1. R.ol EllolO (Schedule A) 2. Slock. ond Bond. (Sch.dule B) 3. Closely Held Slack/Ponn.nhip Inlerlll (Schedule C) A. Mongag" and No'.. Receivable (Schedule 0) 5. Calh, Bank D.posits & Misc.lIan.ous Penonal Property (Sch.dul. EI 6. Jolnlly Own.d Property (Schedul. F) 7. Tron.f... (Sch.dul. GI(Schedule l) 8. Tolal Gron A..e's (Iotellin.. 1.7) 9. Funeral Exp.nl", Adminil'raliv. Cosls_ Miscellaneous bp.n.e. (Schedul. H) 10. Debts, Mortgage liabilities. li.ns (Schedul. I) 11. Tolol O.dudion. (.o.ollln.. 9 & 10) 12. Nel Valu. 01 Eslal. (Un. 8 minus line 11) 13. Charitabl. and Gov.rnmenlol aequests (Sch.dul. JI lA. N.t Value Subl'd 10 Tax (lIn. 12 minus line 13) 15. Spousal Transl.n (lor dotes 01 d.ath ah.r 6.30.9,(1 5.. Instructions for Ar,plicobl. Percentage on R.v.n. Side. (Include valulI rom Sch.dul. K or Sch.dul. M.) 16. Amount 01 line 1A taxabl. 01 6% rol. (Include values from Sch.dule K or Sch.dule M.) 17. Amount of line 1A taxable at 15% rot. (Includ. values from Sch.dul. K or Sch.dule M.) 18. Principal tax due (Add lox from lines 15, 16 and 17.1 19. Credits Spoulal Pov.rty Credit Prior Paymenll + 5.744.61 30,992.76 14,516.67 ( 8) 19) (10) 16.544.46 159.55 1111 (12) (131 (141 X._II (15) (16) (171 96,607.42 x .06 II x .15 II z C> 8 iC :II .. ... S Discount + 290.42 Inl.rest 20. Ulin. 19 is greal.r than lIn. 18, enler the diK.r.nce on line 20. This Is the OVERPAYMENT. 1'1 ~.":r:r.I.,""",,,_~j'II.'"I"hl'I'I~'IIIH,.4.llll'fI":"r:n.Yl:'III..I.Yl:I,U!.l!.1'~"ILI.1 (21) (21AI 1218) --_....._......,...~_..."..... Ad '41 of 1994 provldo. for tho roductlon of tho tax rat.. Impo.od on tho not valuo of trandor. to or fur tho u.o of tho .pou... Th. rato. a. pro.crlb.d by tho .tatuto will b.: . 3~ (.03) will bo appllcablo for o.tato. of docodonll dying on or aftor 7/1/94 an" Itofor. 1/1/96 . 2~ (.02) will bo appllcablo for o.tato. of docodonll dying on or aftor 1/1/96 and Itofor. 1/1/97 o 1~ (.01) will b. appllcablo for ..tato. of docodont. dying on or aftor 1/1/97 and boforo 111198 o Spou..1 treln.for. occurring on or aftor 1/1/98 will b. oxompt from Inhorltanc. tax. PLEASE ANSWER THE FOLLOWING QUESTIONS IV PLACING A CHECK MARK k) IN THE APPROPRIATE BLOCKS. YES NO 1. Old decedent make a tranller and: a. retain the use or Income 01 the property translerred, ....................................................... b. retain the right to dellgnate who shall use the property translerred or itl income, ............... x d, receive the promise lor life 01 either poyments, benelits or care9 ....................................... x 2. If death occurred on or belore December 12, 1982, did decedent within two years preceding x death tronsfer property without receiving adequate consideration9 II death occurred oller December 12, 1982, did decedent transfer property within one year 01 death without receiving adequate canslderatlon9 ,......... ...............,.., ,... ........ ..." ...., ,. ........,." .............................,.... x 3. Old decedent own an 'in trust lor' bank account at his or her death9...................................... x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDUL~G AND FILE IT AS PART OF THE RETURN. Q".'. (," c' ,I ::1_ If'- " , , ' . :J. :.1 x " . ..; ""'t"',,~,'""/';', ';h._;,jO..r. ._~--~,~'...~. v:.~"~'(:'~'I~='''r.' .__Art ...._1-"'...... I),\ltt.\i'- " IU I I I'" L." ~bt5 1!\eeb, ~rAU'; 11/e /..::r do>> 01 1LJl. o{ u'" '.on' Oil' '"""_fl"" IIlttl h"rlrrd Ilxt:t (lq~,~ cr , , h, ,IIr tI'"' 0&111'&el>' AnTI'Jn I.. S\,WFEI' nn,l II. JO'(CI: 31!AFf,:(". hi. "If.. nr t.he l\>roUnh or IInw ';ul'IbftrlnnJ, CtIMhflrlt1n1 "ollnt~.. PennD,l'1onh, "DrtioR or thn flrat (lDI't- - - - - - - (jm"'"r r.. fIllll nop;;ltt I.. ~u';';'lInl.;;ilOEt\ nnrt Jut'.:t I.. i:I.t.l;::tl~ll'i~il, !It !I ",iff]. of 1)t"'fltl'm Townshlp. cumllQrlnn'\ CO'Jot:.., ponn!lyl vtlnlo. port laD oC tho Doconr\ rnrt- - ~ - - - G",""'rl~ : 11'1111&551:11/, 'loll. ,..",i<1cmll... .,.,.,c.... -,;;......, {'(,.o /I." ~;;, ~,'",,) . -/luUM', In ,"W, paW. 'fir r(trlpt II'hrrt"{ t, ,.".1111 aeholfltrlu, d. ,A, IIn'" urnlll",3 ,I.. hrrrl'lI urn,,' till tI't"rt,'o 'AI! .nlel (l'nttl'tCD. tholr hnlrs "nft R:lolljnn, ALl. thflt cert"ln lot or tl'not or lnml sltl1ntn 1n i~'lrlr,'''n To~rn:l!llr, CUrrlborlanr\ CnuntYt rCMlJ:/lvanlnl moro pnrtlr.ulnr\:I houn'ln" ~n1 1..::- erlbatl DO t0110\l0, to ,,.It, n:ntmnU(} ot: n fI"Snt C'n thlll r..,nt.,r 1tn"l or " r'I;-~lr: r,)nrl nt tho nouthfJnnt corn'lr or lon1o noW or fnrnnr1:t of jl,ln~ :'n:"'"ri th"nen nort.h IlO tl~!tl'f'fJn 1) P11nlltno FlIot br Inn'ln no'" ('11" f('lrMO-:-l:' of ^r!ntn Sn:tdor tor II "latnn,,:" of' l',r;.71 rtHtt to n :ltt,lc'J} thnnr." 5131Jth 11f) rl",rrOoD )0 II'tlnutl)s l~.ot for a dhtl'nr.n or 72 C'lrJt tr) n :ltnlcn; U;nnn..... Uorth R9 d"r,r,)ne 11~ I'I'IlnutlJD }~nlt fo1" n .HatflnM or !i1.1" fnot tC'l n stakel tho""'1 South )R 'Io~rn"a 3, ",l.outos }-;nnt by \tlnir. of !1rontors lODDOd to Lln1d :\~:t for n distance of 2S fnot to II .!Itn':;'!; tt,onr." South )6 doarttnD Sf, I'I'Ilnlltos l1uat bj' )oo.ls of II'!rbllrt I\b.,l for n dictano'l or 202.65' Coot to a polnt on thO) oont-or Uno or :n l.l t'l'Jhllc' road; thonae North 4S dacraol! 20 ",inutas \:nnt b;: on lot t:rJntor 11n" ('or 0. dhtonno of lllt1.2(! fnot to tllCI polnt anr! r19cu of !'1l.::fn:mn;,," D1tUf.l 'i'rlict 110. 9 In:' 10 on 0 oOl'lon of :Jt'rnt"r' ','1 onrvn:':S modn by D. P. nnfronsper~t,)r. n"Chtllr!)d SIJrvo:rar. ,m'l ,lnt'l'1 :.!'r11 q. 1956, nnd IJlll'rovo1\ wLth 0 onn otor1 frn""" rtun1Um: with n lonoC'r:'l'.!nl cnrtleo. mttlll n pnrt of tho oRrnOrr1lrnlnNI uhtch !;or" ;\Hr.,'! ll~llr.i' ::ot;lltn. by dooc\ d4t'J1l HO'l':!I'l~r III 1")~5 Rnfl Nl('or..1nn In thr :::n\ I .''''eor,;''r fir Dead. orClo" Ln owl Cor cur.,l)11rlnnd.C~lUnt::. r"nnD~'l..,nnt:"l, In ;JlI'!r! t\Ook lb-V, J'n~o 35. ernnt,)Q nnr! oon'm'fJd unto tho Urflntoro hnrt'lnl Tho obl3vo door.rlb'" prol'l'llntto arc COIW-o::CIfI t;o::t't.1".t" ~dth thn richt to uoo tlv) 1nn') bnt"'oon tho nba'to r\otlcrlt:ort rrrn:ol1o nn.l tl~., conodoculnot Cronk for thtJ f1urpoDn or I' MPlch fo,- n1\ tl:'l'JS ln 'comon wlth nl1 othnr rllrSOnOlTl\l ontltlf]rt to thn ll:~o 11bnrt:r InrI to nll otlvtr florsono to whoTII thll Orl'lntor:t heroln, tht')l:' htJ1r:a or la8\~nl may horonftnr convny a liko llbort~. l~~till~~ I I. I. e.. '"., . .tv;'~:~':\?;1 I;,~'~:r;~~;l: :.!' ,~I .~ ''f,,' I . I :~.. '.. !.,:', . I " ., .... f.\t\~'I}~ ~.l:l!,'1M~ , '.ILl:} Il'J'Il,,':J "e~~~l!:ji: ..".... ,,,I I' fl. ~ I:} :, j....,; ~d~,:jl.~.H (l,llil'.l'1:O '1.j...~~.,.i'#ir ,.,i)1f f';.. "M,I ~ ," l{..,;"':-IlI'l' . ,,' '."',- Ii ,I' ~?" ~J:! J _;;-~ ,i .~ &'YJ~l.( If) rAt( 202 ....' " ".\'/1 ,.,. _flj., Un,"I", :l"O ,It,. "''''11''_ """1# t"ltl'~r", &')OI.~ III I~\l ~'''''v t""lI4ft' '~II' 20:1 thll~" will U'AR,\.\'r vent'frn 11:1 ....Ii' I/. ./ _.~ "", .:i~ '-L.u" '1'1" ' '- Ch.. C'-:'f,~.- 1~."II!lhhllll'I"I.. h,h~'.t.,I.'~t".. l' ..-, k' -:;:"1" ..... .. ..U.III.\lI,II1. Y I,\' II'ITNF.,'tS U'IIF.m';OF. ,,,111 ,Nlllo, D A. V'I~t".nl'o ,re tile 1rAnKd II ...cI ,.., n lA, do, .od ,.., ~", ./'.... ,,.,/11,.. n. .,;:/ .f.~ ~~' .' .lln:,~ ~:"~~,:~:,~:~I_rr" lt~~~]t}~'.. :.........._~ " " ' ..n;'-j~""'.;'!I.Jlri-ur ';.'-'-'---~ ...._...J...u,;'."L.l,1.n:1~f.}~:;::.,......, ~ ......._..............._................_.._._..._......_-~ .....-......'....-..:'...-...-...-......-'--- e .--........-..--........-.....................-. 1 f10 illJrolJ~' cIJrt1f~ thnt tho rrlJcl:1l' r~:JH('nA~ r.r Al.II ~:\th1n nnMr.ll Ort\ntOI)D 10: ("O".y P1'f"j,~~1f.};~ ., t'f. u,-4//o;1";..l" /,,1, ,1960. ~ . ,/, C. \ .~r~::'~.o. SInlt 01 r.,nnr:::\vnntn YoA'1( 1ST t". d., .1 ::Tt41. Y t la',., , b,/ore ft.t. C"~H'JlIII 0" ,~it, lit, 'AI' IlIlllt,dglltrl o11ftcr. pt"ana", npIltCIrtd .\rthm' r., ::l'..'Jfrf11" fin t I!. Jo:.'co :;I'nrr"~t hi" "trn, l'"flll''' III ,,'I' (II' ,n'''/nrl,.,illI ,,,'ol'tn) 10 ht llet "r-r,a"n wAII,t ..n"'r: n '....."b.rriht1f (0 'A,.It'ilA. j" ;1I-'r",".II', ,,11I1 orl'Holt"rdf/r,' .A,,' tl1f)~' ute"'rd 'ntllt /0' 'A, ""fPO,r, IAt'r.w.~'oi"rd. IX II'IT,VE:SS II'IIE:RE:Or,1 A"""~,;.~d.:"; o8ftl", uaL .~\~.J A........ . #.. 1#" , ". ~CC'lD&O-Ol..CtOlh" . a ~.~ .'~s ~.=:. c;;~~~ .~~I~l~.~ ~:;:.;;~~:~;::._.... 7:' Jo ...--.- ~.~a:~.l' ~ Ic././f(,() hlf....l....'..~c._,.............._ ~.,i-.....:....m...j.:"...;J. C'_"~ ;,. ' f/',tf M,CtIIwI"""....,I.OcI",17.1960 '.'IiJ'...1.1 qlft'l' .: j n /. , .,...,,, '" ~. ~. \~ '. .,. .\ f..IIJlIIIIOCfIilJNn ......., nllllS1\'f'"1i St,,'t tll I .". I ria. 0/ ." I bt/llrt ''''i ClIIUI', III 0,. ,Ai.. 'A, "U~ IIt11,,,dgllN oUittr. r,r",""lltll a"I't4"rl halrN 'n HIe' (o"nti6/nrl",illl '''01'''') 10 bc IA, pr"o" IrAo..,. tlnmr '/fb'trlb,d 10 ,ltt ,dt.. in 1.."rlllll(lI'...,," arbolf'tdl1f.' ,ltnl tltcll'tll '4If1C lor ,It, rllUl'O'U ,Aercht to"'alllt.,. I." WITNESS II'IIEREOr. I ArtclI"'o ,lI mil IuI"II .11" o6fcra! ,tG'. --.-..---...-..-..--.--...-.-e -........-.......-.........-........-. ..... '" .......-...--.. ." .. " { "~' Pe"fklUon r, SCOTT AnCIIIUAlD nfAl ERIME ArrJlAIBALS UAtM~SIDENTIAL AP~~IN~ORT ,..tfo 3100J!)'JO rn.reItJ'MJlI" co, E ..... PA 1.,COIM 110';, l"l"'''........ AS rOUND IN JlECOnD DOOK IUY, rAOE 202 Coo.., CUMIIEIlLANIl ,...eMOI'.r......'tn 17.1033.20 I........, ,OO~ nf "..., 50260 ,......"-'-'...1 l,tvA f\onVwef EUEuutnotn JOAN CU"MQ1rrnef EBIAlr: or J ruum[norn - n,.... ..,.. "j ~i()M.., -T~I'.lII" v..,... r ....f'Gl'...ed 'N IN..,.1kt .. r fur en."........" IIUl,^,A~i IlOAS WA .., N.vkwt>OOd Of rn;.ct Name IIAMI'UE IOWNSIlIr uarfl""'" 11.103326 C..'4Ut'f~ 42,41-113 Belt""'" , KI^ 0.1. of &.I. WA 1.-".Jl..I..-nu.olhf."d..".u........nlllJ*lI'....... t~A ,......0.. EST ME or JOAN EllWIIEJlOEn ....N. 1012 Mill JlOAD. MECIIANICSIIUJlO, rA 110';5 A.v.o...., r. SCOTf AnCltlDAlD oM..... 6055llUOltSTOWN nOAD IIAnnlGUUno rA 17112 lot"........ ! !'M_ -1)(1......-1-1"..' ..- ~'-'l.,~:.'"' ,,,t",,,llINIu..'llo land U.. ctIM,1 ....,~ I !o....U'llo Ixl~"!l"IC. I IU."MIU'" occupllMY ...... frol """Ill"" 60 I KI'...... 1 I'.... C\t.......,,'lll. I II..... IKI...... I 1- IKIa..- r.o ,- 16 ~.I~ 0 I IklJW'l""- I'rot*1PIl.-1 Imllllling Ixl~ I In......., I I r._ ~~~~ '''J< :~ .....,lll!nIr 0 10 ()llnolllrl'llI('11fy1 151m. ..I~l~""'--'Il~""..'''w IXI~".""''''' "If"~";.>llI" f..........'."''"' II Mal\1Jt.....m..j iU...3n,. 38n'Ol 0'W,,6moe I i y....~, 00 45 '" Hotl: fHI Md lhe .HI.I compo.1l1on Dt the ...."'bDfhood "' not 'pp'IIIIIIICIDlI, fletglftorlnM IwlurdIn.. wvtthl'adlf\lln I 'lAVE COt-4SIOE.nED lllE UEIGI()()fll1000 lOCCJ45tST or A ..(llOCK IlAOJUS AJlOlNJ lift SUBJECf rnorEnfV. lIlE AIlEAorrEns TYrlCAll"'t.tASANT SUOUI\~ I\ESlOEN11Al NIUCnEEK VIEWS flt1IlI. lhlllll"Id'" '"''''...1....., of tNl rml*'1fI.lnlhtf".oghtoollWWJd Ipmr1lNly 10 ~ and Ilmftf"t"'., ~~. .11lt-My. .~..lornlr"'''_1 , ltE SUOJECT morEnfV ISlOC"1EOIN"~ro[U TOWN5Hlr,"CUMOEFUNIUCOUNtV. MOST AMtUIIIES AnE lOCAtEOWllll1N A . mtOOt COMMUTING DlSTAOCE or lIlE N[1G1{l()Jl)lOOO . . u.r"lron:MonnIlfllhe .ub;ec'1I~1Olld 'ldJrIngll,""",lllf lhelllJoW tmdI~tll.'edlolhe I,...IM JlI"P"'rf1 WIlIuM. d~. .It.tmlrhhng , I""' .. .U'Ch It dill "'" tomJllllflrwl JlIOJle"'U 1111 ul. I" Ih. lII'11hbolhllod. dtKfipl",," ot t1~ JI"y.I'1lC1J lit ..till Irwt lona~1nQ ronc'UII)f\'. .Ie I 1I1ERE AnE NO rOnSEEADlE ECONOMIC rACTOJlS 111M MAY ADVEnSEl Y ArrECT TIlE MAJlKETAOILlTY on MAJlKET VALUE OF TilE SUllJECT rnOPEJlTY, "ojld IntDf,".llan lor 'UO. tlllf'foliellbl' _. 1.lhll dft.......,/tlt..I..1n contIni 01 Ih. 14IlmI Own"" ~'IOI'Ill"o" (!lOAp I. 1 v.. I -1 No ArrroI_I.lolIllU'I'Iber tit UI"1l.1n II" .ut.Kl rmillCl NI^ ADJtn:lIlm1.11 1oI.1 funllM 01 ur",.IOf .... Jl "'" .ut>tlKt I"ottKt NlA o.tolbe CQfm'IOn ,,~. end 'kll.1IoN1 t.(:lIIt".NlA .,....... APrnOXIMATElY162 x 140 TopogIlptty MODEnATE SLOPE Sil,,"' 0,52 ACRES Como< lot I Iv. IKI'lo "". AVERAGE rOR AnEA SptdIIc ~ da.lillClllon.nd d.taIrlion R. 5 RESIDENTIAL SUBURBAN ...... nECT ANOULAJI ,...............~IXll....1 h..,~~.~k. .I..IOfIIw'......-1 L IIhgII I \...,...... "'..... rlOOD PLAIN ttJ"&bIIIl.e.~lKJ""--"'" U 0Ihe11lH tIJplakl) ..-- GOOD CnEEK VIEW "'- """' 01"" Off.'"1 knpl'onnwntt r"" """' r..... ,.--.... AVERAGE FOn AnEA E_ IKI Sir", ASPHALT (ROW) 1 I IKI OrYYI""SuriIlCfl CnUSHED STONE "" I I CUIb'gutIIf NONE I I I 1 ArrtI'.,.. ...IfTllII1t. NONE EVIDENT WII., I I WEll Sirtnr... NONE I I II FEUA5fl<<lIlOoodlltIlIttAlul Xlv. I I.." s.M.,.,.._ SErTIC SII.et~. NONE fEUAZON ZONEA ~DIl. 2115118 ............. U ,.., NONE U U FEMAMtipNo 410]60 ConmInl'(llC'PIf~~ .ltemeflI., ~', IJlKW .....tmlIIi.. t!idI.,.It, 1e9l'00teo-! ,~~....~4.~"';".oJ rri'9,"".IlC I TIlE sITe APPEAAS TO DE TYPICAL ron TliE AnEA, NO ADVEJlSE ENcnOACHMENTS on EASEMENTS WEnE EVIDENT DUnlNG MY INsrECTION OENEAAlDEscnlrllON EXTERIOR DESCRlrTlON rOUtlU~"ON n.-.sEUEPn IflSUlATtON No atOm. 1 roundllinn DlOCK .... NONE AI.. Sq n 1,216 .... 1 I No ol StoM. I EdIriolW", AsrH SHIN ell'" SpIce NONE "4flnitMd NONE c.... I I TypottOet/A"I DEt^CHED ntlllfSu!tllCfl. COMr Sit n...- rOll c..... t~A w... I 1 O.tiQr1IS~1 n RANCIl Gun.... & Owntpl. ALUMINUM Sla'lIp F'VtIfI Fln DRAIN W.h WA ..... I I E.iSl~ EXISTING _''''' DDltlUNG Ooo<>M" NONE VIS, .- CONcnEtE Uooo I I ~IYtll 55 .-- NONE ..""""~ NONE VIS, Out.il:MEnltyVES ~AVa IKI En~i...ry"QO l,&t....itU.,tl"- 00 ........ NONE VIS, , noou. ''''' '-""1 """' -- "'" r.....,"" n~ "" .......... .n'll1I ......., 6th.. "'"Sq n ...- 1.216 . l....1 1 1 1 3 1,00 AJlEA ',216 l....' r~ ".. above Dlldlo::riI.... 6 ........' 3 0-1.--.1, . 1.00 ..,"'.t 1216 .;, re rHtol Orut,l limo "'.. INTEnlon Mll''''''1tJCordIIIof'l HEATIUQ t<ITCtlEN [0011'. ATTIC AUF.NIlIES CAn STonAOE . ........ HDWNINIlIN/AVG T)T4 FWA n,,~.lllf II Uooo \ I n'~'I' lJl IXI Uooo I I W.h DRvWAlUAVO, fUll Oil """""'"" IXI SlaiII I I r,l., I I "-' I ,~"" Irm'f'hlh WOOD/AVO CclIdbcn GOOD """"'" II (}fops"" I I ""'" I I ......... ..~.- llNO/AVERAOE COOl'" [)IIhw....., II """" IKI ..... SCnNED Ixl Dol...... lW>W"- rIDEnOUAVG, C""fll ~ ........... I I ""'" I I ,..... 1 I ...... I,CM .- rlUSI~AVO 01"" NONE """"'... ,I I ,...... II roof I I c.rroct 100 AMP ElEC tlOT WA TEn eo.-. WA WIl~1UIYe1 ,....... I Urtr....... AMlllInIIl..turI'I~ef*V'f~......-'C.1 NEW FunNACE IN 1995 . ~.,., 01 "- ~,....~..'MI.I. tMp'k'labnfllphytlc", fundIoI_1. tnd ..l.ma/), I"".' ,.....tfod.lJUIlIy of mw.1rudIoo. IItmd.lIn,yIi.U!IOM, Itc. tHE SUllJECT ArPEARS TO DE TYPICAL OF THE NEIOHDOJlHOOD, TIlE SUOJECT rnOPEnTY HAS DEEN MAlNTAINED IN AVEAAOE CONDITION, Adw.II' IO\Ilf'l)lllMl'ltll t/OtldotlOI\Ileuch It. but ~ """'I'd Ill. IlAllrdou. "..I... lode tub.I.nc... .Ie I Pili"" kl rt.. 1n'p0001ttNIllI. on lhl...., IlIl11lt1e .......... _ ~ "'" ~,r::"'" THEnE ARE NO KNOWN ENVlnONMENT Al CONDITIONS THAT ADVEJlSl Y ArrECT TliE FIM<N Mec rOfm 10 B II) t,l.....,..._..,...'rlla.-'R".....IWl-...bt''''............rw.-..lllOO1mllnr r......MI.rOllft tOO4 16 '31 <...-,.'100'-"'""'""_..... ~.._..~..... ... _.._. v..-.......~ -....---- . --- r Rcon AnClllUAlDnEAl ERTA1EArrnAIGAlB v~........ UllMAtrllfUltV"'UJI! rll...""nNl'ftOOUClIflHf::Oll'....W tW Uf'1VWIWfH'" ~ 1,210 fkart., 4532 ., DSMl. 1,2UI !kin.' 012 nANGE,POnclt,F,r. (kI1iQWC~ 0 ftqn.' 000 TflUIl!...,.ttdCOltNtw ... ......... 33~_ Otptdllim 23,~2 I ~tMV.,.of"'vl....._IMlt. ....... v.-,.ot 61.",.~"",~' IHOtCATtD YALUlIY COI1' .....'RoAC" I1EM SUUJ(Cf 1012 Mill nOAD ....... MECltANlCSBUnG rto..,., 10 WJjltd SalI.Pnee ",nof'DI.Lh'.NH 0" ..... VItflk8;horl SourtlI 'l'AlUl'AO.AIITUEHTI s.... Of fiwri1g ~ Oat. oe StWTIrM ""lion llUlhcllMM fiIntAI ... - OeIlgnIll'ldAwtIl OJIIItyofCa'ollI\ldlon "" ~ ..... 00... floomtoon GfOU UW'9 At.. e.1elNril , Rrut.ct RoomI o.bw_ QI..a '-"""" ,...~- fnlrVyElhdenIbm. "''-''- Potch. PIClO. o.a. f1t.peee(I),1Ic. F.1OClI,PooI.lk:. ""No. 31003990 Comrntnl. on CtMI .....~dl lluch II, ItlUrr. of Cfllt .,un..", .... _...., .....,. loot un_.llnn...., hlf flUn, VA ...t rrnllA, .. ..~remIIr*1U~lII.nllhl~1 38 X 32. 1.218 SO FT, WmllN TltECOST ArrnOACIIEB11MA1EDCOSTS IlAVE OEEN OOTAINED lIlRouall THE MAnSIWl..SWIFT VALUATION BOOK AND AnE OASED urOO lOCAl oullOEnS COSTS, W1l111N TIlE 23,292 cosr ArrnOAclt, THE COST FOn TI'E INTEGMl 47,29' GAAAGE IS INClUDED W1l111N TIlE OASEMENT COST, 5. 70091 t:llllIIMln.fcon U. CQtrArAf\AOLE NO :r 755 PANZA DRIVE MECHANICS DUnG 1/2 MilE SOUTHEAST I 73000 I 54,32 V CENT .PENN MlS -I 65.100 9,814 5,000 o 10,583 .1 \fl..fNll -I .1 .1 40 COUPAfWll.f IKJ, :I 132 N, SPOnTlNG 11Ill no, MECHANICSBUnG 1.5 MilES SOUIH uo 000 courAfw!U NO I '004 nAUDABAUGI1 no, MECllANICSOUnG 1/2 MilE SOUlIi 102000 49,32 V CENT.PENN MLS I 81.74 r7 CENT.PENN MlS 'I~- .(,.~ _OE&C~_~ION COtNEN1'IONAL NONE KNOWN 10131195 , SUBUnB/AVG, FEE SIMPLE .3,000 0,45 AcnES GOOO RANCH/AVO .2.000 AVGlFAAME' 'UYEARS GOOO '''1-1- 5 3 1-00 -1,920 _'.10'. Sq." .2.000 PARTIAL aSMT UNFINISHED AVERAGE' FWNCA NoNE '+,.000 1_CAR_OAl(CP .,.000 ECK.ENC PO FIREPLACE 'u'~ OESCfllf'ftOtl CQNVENTlOUAl NONE KNOWN t2l1llll5 SUBUnB/AVG. FEE SIMPLE 1.15ACRES GOOD RANCH/AVG -1,000 AVGlDRICK 40 YEARS EST, '6,000 AVERAGE '..\....1... .2,000 7 3 1,00 .12l80 1,344 6q n NONE foUA AVERAGE -FWMc/ONE NONE NONE NONE FIREPLACE OEscrurnou CONVENTIONAL NONE KNOWN 0I151ll5 SUBURB/AVG. SUOUnB/AVG, .. fEE SIMPLE' FEE SIMPLE 0,52 ACRES 0,85 AcnES GOOD GOOD AISED RAfoUAV RANCH/AVG AVGlFRAME AVGlFRlBRICK 55 YEAnS 4S YEAnS EST. AVERAGE GOOD ''6 1'3\ too '7"\'3\ W, .11216._ &')n 2,068..5q". FUll BsMT. FUllOSMT. UNFINISHEO UNFINISHED AVERAGE AVERAGE FWNNClNE HWDMlONE NONE NONE ie,i,iI iNTEG. ;1 CAR ATt senNo PORCH PATIO.PORCH FIREPLACE FlnEPLACE .6, +1,725 -3.000 .3,000 ,1,000 .3,000 RANGE RANGE RANGE .otA<!_ _ULlitl, I .25,760 _U~_ll\1~ I .2,920 U. flU. I '10,275 A4uIlfldSalHPrlcl "!.~..2S%_,, ."] ~et."''lIo Ntl..'I~ cI ab6I Of'DI..25% $ 76220 Oro". IS'll. 70080 Gro".15'\ $ 79725 (:onwNrl1 on SllnCoqllrllan ~thI.ubtId propIrty',eomplIlIbIity toIlwMighbofhoOd..k:.)' All COMPARADLES ARE LOCATED W1IHIN THE SAME COMPETITIVE MARKETING AnEA AS THE SUIlJECT PROPERTY. I HAVE CONSIDERED All OF TIlE COMPARAOlES IN ESTIMATING THE MARKET VAlUE OF THE SUIlJECT. I HAVE ESTIMATED Tit PRESENT MARKET nANGE TO BE $70,000 ' $75,000, COUpAf\A8lE NO, I NONE KNOWN COMrA!WJlE NO. 2 NONE KNOWN CQt.APARAIIlE NO.3 NoNE KNOWN ITEM \ SUBJEC1' "'.. ,rnr..nd Ollli NONE KNOWN. SoufeI. lot pflof ull. liIIIh1y..-dlppFtllal _ ~d..,nmrt~d""opb\(Jiltr'Qd..IlttKt~an:t"""d.,.p'or"'dd1ldhf~"'*,Cf1IIY""oIhdlUd~ N9NE KNOWN ..oecATtD VALue BY tALEI CO..rAfUIDH APPROACH · 701000 INDlCATtDYALUf8VffCOMfAPPAOACH " E.tlmatld.....rt."n"""s WA 1Mo..Oro..n.J1l~ I WA .s N1A n.~.rnIdIX ....* IlAltIdklthe,.pell.......IlorA.~Of~llIlldbelow .ubildkl~pIf....,..,J9IOI'calionl ConcMiont of AwIlUl: NONE ,.,., _,"" I HAVE WEiGHTED MY FiNAl DPINI<:lNOF WE MAnKET VAlUE IN FAVOR OF THE MARKET DATA ANAlYSIS, WHICij IS lJSUAll Y mE DEST INDICATOn OF THE MARKET VAlUE. T1wp.llpOllol,"~"kt"""'''"*"It''''oI..,..pIq*ty''''.~kI."ftIpOft.NMdon''~~Wld'''~~ IlI'Id ImIng CC/I'dlklnI,Ini mI"'et.,...,. dIInIon thIlm..llld n 1hI"~ rrnll MIc foml4:!9of'.....lM. fOlm t00481n.wM 6.93 l 1(WEJ UTMATl nt!! t.WUtITYAlU!. AlDEmfD.c:6 M fW,L P'AOf'lA1Y THAT II nt! """;CTCWTMI REPORT,AI c# W198 (WHtCHtlTltlEmA ~ p. ~Tlte:!Fre:w! AT! nnsR!PORllTOIU 70,000 A"RAtSfR: _ _./. IUPERmOAY A"RAllIEA (ONLY" RfOUIREDI~ SlgNluI' '.#I'~ SignltuI. 10Id I lOidNal NamI P. SCOTT ARCHIBALD , HamI If'IIPId PtopIfty . o.lIf1IpOftSlgtlld . MARCH 27, 1995 o...n.potts;gn.d se.t.ClfWlcl;tlOn' RL.()()l)06()-L SIal. PA. St.t.C.r1Iation' Of SIal. UcInI.. SbtI Or St.lll~' . r,ldlh u.e ronn 70 I.g] ...eQnw...... n-t f.... An-......-... by.~ rd """'*" I!IOOI en .n, ..... ..... r........... form 1004 {IU]1 SUBJECT PHOTO ADDENDUM I"I~, :11\.16:11.1116 .~ HlWOEnOm, JOAN ....,_.. -....M. 1012 MIll nOAO ,., MECltANICGOUnO I....." CUMn[m^~m "- PA /",.... 171~1~ \1.....0{':.... EB'ATE or JOAt4 nltNOrnOEn Mt_ 1012 Mlll110AD, MECfIANICGUlJfHl,I'^ lilY,,. fRONT OF 8UDJfCT rROrfIHY ...- 1CI1;tMlllf10AU MfGIIAN1Cfi(UJlte\ ~ (\N JiWlIfl ~V.. 70,1)()l) ~... ,. ... - I..,..Ar1 r.........JI!y "" .... ,........ -- .... ..- n.... ,- o 52 ACnf: 5 0000 nAISEO I1AN,^," AVMnAME 55 YEARS 1,210 6 3 100 FUllOSMI 1 CAR INIEG FIREPLACE REAR OF SUBJECT PROPERTY STREET SCENE " II'#UOIIU (I"" "L.-4.'i,,}.:d",;::L:;'j.~;;;,i':\ "" SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY *' cOMltf?\;SIJMlmvl~.HI. Ploo" Print or T 0 F lE NUMBER 2196-0208 Joan L. Ellenberger IAll ~ joI.~..d with .... ...hl of ....I-.hl, ..u.' 1M dlMle..d .. Sch.dule '1 1. 2. 3. 4. ITEM NUMBER 5. DESCRIPTION VALUE AT DATE OF DEATH personal property and contents of home as per attached appraisal IDS Long Term Care Insurance - Refund 1989 Acura Integra LS serial *JH40A3453KS014616 as per attached appraisal IDS Life Fixed Retirement Annuity, date of death value $23,269.31 Dept. of the Treasury - 1995 Income tax refund 1,815.00 5.45 5,500.00 23,269.31 403.00 S 30,992.76 (Attach addlllanal 8Y,- )( 11- .he... if mo,. .pace I. n..ded.) APPRAISAL Personal Property of JlJ It tJ .E L t. c IJ ,a " Appraised by Chuck E. Bricker AU094-L ITEM '3 -/~-9 VALUE o t,,) 300b Js;ao a 0 00 20.dlJ 2() ou IV, 0 , ACURA OLDSMOBILE O'PODDtll A<un O'PooDtlIOId..obU. 6271 CalLld."h "..._.....1. PA """ 717.6').71OO fAX 717.691...19l J"Vl7 '/ 1'79b 1)tt; (f".fr 1/ If w((' C1'f /I I '7fr ;fc:v;t4 '7:0" (J' GM (....)1)tI ]'17) J 1k1U6 is w ~ ,- 1"& .4--r4 3bCD. - ~ (LfEM.,L v It-Wft i (5,-10 to Q/V M~tI / 407J ~r: ~ I tt /?r::; ,A-or -;;;, Cfi-J' J (/.A.{] ~ D ~ ~.f c/ C:;~. 'TIfi:! (!S r ('J' o/o..J I ~ f 1 rtcc4L4 LfvTcr~M L ~ Sc;nLH <::rJ-lIfOAJVS'SKS6/Y(,./b. c.A-rZ tvlJ-J JO~ L ~LLl4J.8(M..(;tA- cH.: SltutJ /*6t. -H"A1 Zc"711 d4 .1 Amllic.n Exptlu AllInclll AdvlooB Inc. IDS LU. IntuBnc. Compony 50010 200 3500 Ma"e1 SUcel Came Hili. Pennsytvan.., 17011.t3~'" Suun H. Fulglnlll. CFP Aavancoo Piannet' Group PerSOMl Fmroc:al Advrr,or CentflOO FMnclol! Planner FINANCIAL ADVISORS March 20, 1996 Bus (717) 975,5555 (BOO) 733,4021 Fa, (717) 975,2650 Andrew C. Sheely. Esq. 1 West Main Street Shiremanstown, P A 170 II Dear Mr. Sheely, Thunk you for your letter on behalf of the estate of Joan L. Ellenberger. I am providing the following information per your request: Investment Date Opened Ownel'llhip Date of Death Valuation IDS Bond Fund 6/15/89 Joan L. Ellenberger $14,292,52 Kent R. Ellenberger JT IDS ClISh Mgt Fund 6/15/89 Joan L. Ellenberger $ 1,360.82 Kent R. Ellenberger JT IDS Single Payment 10113/89 Certificate Joan L. Ellenberger $ 7.096.35 Kent L. Ellenberger JT IDS Life Fixed 6/15/89 Retirement Annuity Joan L. Ellenberger (HlIS a beneficiary) $23.269,31 IDS Long Tenn Care 4iiSi9i Insurance Juolli L. ElIenb.:rgcr $ 5.45 Refundof Premium If you need additional information, plellSe do not hesitate to contact me, i Ii Very ~ZYo .:Il'f. ' (.~, ., Susan H FUllnl-CFP , SHF/sm cc: Kent R. Ellenberger . Insurance and annuities are prOVided by IDS LI!e Insurance Company. an Amencan E)(press company. If'#.UOt n. (11.... '*' COMMQNWIAlJH Of P1NNSVLVANIA INHIIIWlCI WI mUIN lIlIDINT DICIDINr SCHEDULE F JOINTLY-OWNED PROPERTY ISTATI 0' Joan L. Ellenberger Jolnttonanl(ol' fill NUMIIER 21-96-0208 NAMI ADDRISS RELATIONSHIP TO DECEDENT A. Kent R. Ellenberger 132 North Sporting Hill Road Mechanicsburg, PA 17055 Son II. C. Jolntl,...wnod praport,. ITEM LETTER DATE POR TOTAL VALUE DECD'S DOLLAR VALUE 0' NUMIIES JOINT MADE DESCRIPTION OF PROPERTY nNANT JOINT OF ASSET '"'INT. DECEDENT'S INTEREST 1. A. 6/07189 IloImora let Foderal Crodlt Unl... 2,150.35 ox 1,075.1e Ace....t Mo. 104423'00, doto of dooth balanco 12,148.21, oceruod Intorut 12.14 2. A. 7/17/89 IloImora lat Foderol Crodl t Unl... 50.62 ox 25.31 Ace....t Mo. 104423'02, doto of dooth balanco 150.57, oceruod tntorut 1.05 3. A. fJ6/07/89 IloImora lat Foderal Crodl t Unl... 4,086.63 ox 2,043.32 Ace....t Mo. 104423'11, doto of doath balanco 14,084.19, oceruod Intorut 12.44 4. A. '>>/27/89 IloImora lat Fedoral Crodlt Unl... 0.02 ox 0.01 Ace....t Mo. 104423'05, doto of doath balanco 1.02 S. A. '>>/15/89 IDS Iond FlRI, doto of doath val.. 14,292.52 OX 7.146.26 114,292.52 6. A. '>>/15/89 IDS Cooh ""t. FlRI, doto of dollh 1,360.82 OX 680.41 val.. ",360.82 7. A. 10/13/89 IDI Ilnglo Payoont Clrtlflelto, doto 7,096.35 OX 3,548.111 of dolth VII.. 17,096.35 TOTAL (AI.o Inlor on lin. 6, RlCopiluloli.n) S 14,518.67 (II mar. spac. is needed insert additional sheels 01 same size' Members" 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 CRECKING 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 INVESTMENT 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 104423 -00 9-27-88 $2,148.21 $2.14 Kent Ellenber~er 6-7-89 2 104423 -02 (XMAS) 7-17-89 $50.57 $.05 Kent Ellenber~er 7-17-89 104423 -11 6-7-89 $4,084.19 $2.44 Kent Ellenberger 6-7-89 104423 -05 6-27-89 $.02 $.00 Kent Ellenberger 6-27-89 INDIVIDUAL RETIREMENT ACCOUNT: Account Number/Suffix N/A Da te Opened Principal' Balance at Date of Death Accrued Interest to Date of Death Name of Beneficiary Estate of JOAN L ELLRNRERGER Date of Death 2-11-96 Social Security No. 198-22-9725 4-2-96 Date Ins. Claims Supervisor Title 5275 East Trindlc Road. P.O, Box 40 . Mechaniesburg, Pennsylvania 17055 · (717) 697.1161 ..'lL'.lIU.P'.... ~,h'~1\ -..bP COMMOHWIAUH 0' ,INN,nVANIA INHUIlANCl lAX U1UlN lUIOINl DIClDINl SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pleale Print or Tvpe B 2196-0208 Joan L. Ellenberger ITEM NUMBER DESCRIPTION AMOUNT 1. A. Funeral Expenlel' B. 1. 2, 3, 4, C. 1. 2. 3, 4, 5. 6. 7. 8, Admlnlltratlve COltl' None claimed or paid POllonol Reprelenlatlve Comminions Social Securlly Number 01 Pellonal Representative: Vear Commlnions paid Attorney Fees _ Andrew C. Sheely, Esquire as per agreement 4,000.00 Family Exemption Claimant Pamela L. Ellenberklltllilonshlp Daughter 3,500.00 Addren 01 Claimant at decedent's death 1012 Mill Road Stroet Addren City Mechanicsburg Zip Code 17055 State PA Probate Fees _ Cumberland County Register of Wills 223.00 Mlleellaneoul Expenlel: Cumberland Law Journal - Legal advertising 60.00 67.30 250.00 Patriot News - Legal advertising P. Scott Archibald - Real estate appraisal fee Chuck Bricker - Personal property appraisal fee 50.00 PP&L - Electric 64.72 99.47 108.61 32.50 Keystone oil - Fuel oil Kathryn W. Fetrow, Treas. - 1996 County/township real estate tax Boyd E. Diller, Inc. - Trash removal TOTAL (Also entor on line 9. Recapitulation) (II more Ipace II needed, Inlert addltlonal.heeta 01 lame II...) 5 CONTINUED . . Hampden Township BOIrd of COmmt..loncrI Mel\'yn C. Flnkels'eln. "'e'lden' Isabell S'MllIs. VIce '~eslden' Jamel E. Acndle' NeVIn W. Funk DorIlIId A. McCllIIln Townohlp 5'"nDge, John E. B'Ddle)'. Jr. April 16, 1996 Robert L. Ellenberger And/Or Current Owner Meehanicsburg, PA 17055 RE: Mill Road Sanitary Sewer Lines 1012 Mill Road Dear Mr. ElIeberger And/Or Current Owner: The Hampden Township Sewer Authority has informed the Township that the sanitary sewer line recently extended 10 your property is now availahle for your use. The purpose of this correspondence is III give you ol1icinlnolice 10 connect your slInitnry dmins 10 the new sewer line. Chapter 18, Section 102 oflhe Hampden Township Code ofOrdinallccs requires connection to be mnde within forty.live (45) days from the dnle of this no lice, All connections, then, shnll be completed by Mny 31, 1996. In ordcr for you 10 commcnce your connection, you mllstlirsl conlnetlhe Code Enforcement Office for a connection permit. The nctllal connection to the Authority's sanitary sewer line must be mode by 0 plumber licensed by Hampden Township. The necessary technical information which your plumber will need in order 10 nmke lhe connection will be lIvnilllble in the Code Enforcement Office during the connection permit process, In order to receive the Sewer Connection Permit, you must pay n $1,700,00 Sewer Tnpping Fcc nnd a $40,00 Customer Facility Fcc. These fees nre normally collected at the time of permit issunnce, but the Township will consider a rensonable payment plan thnt YOll propose, In addition, the Township mny chose to liIe ullen ngnillsl your properly fur the YUIll ofllle required connection permit fees listcd above. I i l 2:10 S. SJIUrtiUg IhlllhtutJ M":I.:hulIlt.:"hlllKo I'^ 17US~:llrJ7 It.MuiIIU2ISS,244111l.'\:IIIUltlIWfW.1.:1I111 1;1\.'1( (117) 7111.12117 TIll) (717) 7"I.HS11 ^drnini"uutiun (717) 7(.1.0119 ^,nh,~ul1c,,: (717) 7M.51".' l',~il.:l: (717) 7f,I.'2,,cr, 1("',\:fuutiulI (717) 7c.1...llJSI FINDLEY'S CONSTRUCTION CO. :C';JG Plumbln.. Pavlnl and Concrete Work 4725 Creek View Road MECHANICSBURG, PENNSYLVANIA 17055 Charle. R. Findley Ronald Findley (717) 737.0649 (717) 697.1607 ::::ua- _c~.___d~-~-----. _______ ...Lo L5L':71J;i:J.L/{&..----- --- - -------------- . ,Pit, 170~-S I '(l7/~-.9-~~ ....------------- L- --- ______. _~.~.p-~-~- ----- -----1------ ___ _ . . __ ___ _'lBA.___IP.::t'-__ ,_____~ ~~' ---- ----1---.. _,,_____" ,,,_' , __" ________' ____,_ ,.;l_,;)5:J/!:fL.." I ______'__ ____ -,-----,1---,------ 1 _____ ----- -----1------ I ---- '------,'--"-_.. I r------- ___L____,,____ 1 _____ __,__ --------1-,,--- -- --~ - c.P): -- ---\-------- --~;;;.-~.~---~~=-==-=-=-= =~~= _==~J~-~~ . I ___,,__ ______________'_______ -'------,1,---- ,-- 1 .._____' ..____________,,____________'__________'_____ . ------- ---- -,,-1 ,-, --- TAX 1 TOTAL qL/5 1 ~ .--- R.:Y~ ~ CA...R- All claim. Dnd returned good. 4 9 3 8 MUST be eccompenled by lhle blll. CZ1lank '1bu Hampden Township _ 01 Conunlulon... Melvyn C. F1nI<tI5,eln. ",eslden' IS8beU S,.'hos. \i1Ce ",eslden, JameS E. Rendler NevIn W. ~k Donald R. McCalun Township Mana.er John E. Bradley. Jr. October 8. 1996 Robert & Joan Ellenberger 1012 Mill Road Mechanicsburg, PA 17055 RE: Sewer Assessment Notice for Mill Road Project Dear Mr. & Mrs. Ellenberger: As you know, the Hampden Township Sewer Authority has installed a sewer line to service your property. The Township's total cost for the Mill Road sanitary sewer extension project is $433,900,00, This cost includes the contractor's price, engineering and inspection fees, electrical installation fees to PP&L, and required advertising costs. The Sewer Authority will charge a portion of the net cost of construction against the properties benelited, improved or accommodated by the project, at a rate of $40.00 per lineal foot, The average front foot assessment fee per residential property is less than one percent (1%) of the total cost of the project. Your property at 1012 Mill Road (Tax Parcel No. 10-17-1033-26), based on 140.28 feet offrontage is assessed $5,611,20. This amount is due within sixty (60) days unless you elect to utilize the installment option. The installment option pennits you to pay in live (5) equal annual installments. If you elect the installment option, your Iirst payment, plus costs and your signed request. must be received within sixty (60) days of this notice. All checks shall be made payable to Hampden Township Sewer Authority. All payments and/or signed agreements should be mailed or delivered to Judy Robinson in the utility billing office of the Township building. If you have any questions or need assistance in completing the installment fonn or want to propose a ditTerent option, please contact Steve Campbell or Darrell McMillan at the Township office, 761-0119. Sincerely, L- JEB:DLM:msd ENCLOSURE c: Steven S. Campbell, Superintendent of Operations Darrell L. McMillan. Director of Codes Enforcement 130 S, Spol1U18 lIi1l Road M",halU<shlUg. PA 17055,3ll')7 E.MaiII01155,1441I.;ocoDlpllSCtVC,COm, FAX (717) 761,7167 TIlIl (717) 761-115l3 Admini5tntinn (717) 761.1)119 Ambuhuu:c (717) 7f11.~.)4] I'ulie.: (717) 7(,1-2(,00.) Rccrc:almn (717) 7tlt-a')~1 ,.....",.. p'~ *' (OMMOHWIA&JH Of "NH''''4llNIA ....U1AHC1 W liNIN llaaNt DlelDlNt SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS P1.a.. Print or T . FILE NUMBER mATI OF Joan L. Ellenberger 2196-0208 ITIM NUMBER DESCRIPTION AMOUNT I. 93.36 40.75 Bon-Ton - Final bill 2. Sammons communications - Final tv cable bill 25.44 3. Harrisburg Hospital - Hospital expense TOTAL (Also .nlor on lino 10, Rocopltulolion) (If more ,poOl i, noed.d, inlOr! additional ,hHIJ 01 ,am. Ii..., $ 159.55 . &lV.Ulllh 11-'11 '* COMMOHWIALt" Of PeNNSYlVANIA tHH""AHCI 'AI I,WIN lIIIOINT DKID1Nt SCHEDULE J BENEFICIARIES ITIM NUMBER NAME AND ADDRESS OF BENEFICIARY FILE NUMBER 2196-0208 RELATIONSHIP AMOUNT OR SHARE OF ESTATE Son Fifty percent (50%) of rest, residue and remainder Daughter Twenty-five percent (25%) of rest, residue and remainder Son Twenty-five percent (25%) of rest, residue and remainder ESTATE OF Joan L. Ellenberger A. Ta.ablo Boqu..t" 1, Kent R. Ellenberger 132 North Sporting Hill Road Mechanicsburg, PA 17055 SSN 195-60-8774 2. Pamela L. Ellenberger c/o Kent R. Ellenberger 132 North Sporting H111 Road Mechanicsburgl PA 17055 SSN 167-52-86,,1 3. Scott R. Ellenberger 28 Devon Road Malvern, PA 19355 SSN 209-52-6983 ITIM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B, Charilabl. and Goyornm.nlal B.qu..", 1. TOTAL CHARITABLE AND GOVERNMENTAL eEQUESTS (Also .nlor on IIn. 13, R.,opllulallon) S' (II mora .pa,. I. .ud.d, I...rt additional .hut. oloamo 0...' LAST WILL or JOAN L. ELLENBERGER 1, JOAN L. ELLENBERGER, of the Townlhlp o( Ill_pden, ounty of CUMber lind, Ind state of 'ennaylvanil, belnq In qood odl1y hellth and of lound and dlapo.lnq .1nd and ..,ory, and not ctln~ under dure'l, .enace, frlud, or unduG In[luence o( any per.on hO.lo.vlr, .erely cllllnq to .lnd the frailty o( hu.an 11(41, and elnq d..lroul of dlapollnq of ,y worldly qood. whll. I have the trength and capacity 10 to do, 1 do .ake, publllh and declare this y LAST WILL AND TEST~MBNT. I hereby revoke. cancel and annul all · [or..r Will. and Telta.entl, lncludlnq codlclll thereto, by ,e at an tl.e .ad., and declare this .lon. to be ,y LAST WILL ANO TESTAMENT. A8 TO suell ESTATE AS IT liAS PLEASEO GOD TO ENTRUST ME ITII IN TI118 LIFETIME, 1 DISPOSE OF TilE SAME A8 FOLLOWS, VUI ITEM 1. 1 direct that ,y EKecutors hereinafter na.ed pa and dllcharqe all of .y just debts, funaral and telta.entaty ..p.na. ITEM 2. larder and direct that ,y bodily re.ainl be cre.ated. ITEH 3. All the reat, r.lldue, and re,.ind.r of .y entlre .atate, wheroBoever situate and whataoever it .ay canlist of, 1 qlve, devlae, and bequeath, ablolutely, .nd In fee, to .y dearly beloved hUlband ROBERT L. ELLENBERGER. In the event that .y dearly beloved hUlband dies with .e in a .iaultanoous di.a.ter or f.lll to aurvlve .y death by thirty (30) daya. then!! qive, devile and bequeath .y entire eatate, whereaoever lituate and whataoever It .ay coni lit of .a follows 1 (a) ~ent R. Bllenbotqet (50') Fifty percent. (b) pa.ela L. Bllenb.rqer (25') Twenty-five percent~ (e) scott R. Ellenberg.r (25') Twenty-five percent~ ITBM 4. 1 nominate and appoint KBNT R. ELLBNBBRGBR aa BKecutor of thls .y Last Mlll. Should the B.ecutor na..d fall to qualify at c.... to .ct .. Executor, then 1 appoint LOIS II. BARBOUR .a E..cuttlK In hi_ Itead. .sr~",l.it--1'rrf JOAN L. B LB BE E I\lh ~ ,'Ii( g I III , F ;.. ihg i >>..~,:..._~;;.:.~..~ .... ';.';_.~.:,: ~'~'''~.~'':-f:''':'; Inventory 01 the real and personal estate 01 JOAN L. ELLENBERGER, deceased I!AL IITAn All thlt clrtlln plecl or porcol 01 rill Oltltl hivIng Irectod thlreon I dlIIlllng haull baing u- and ,..,.rad II 1012 Mill Rood, pomoylvonll. $ 70,000.00 1. "'1-aL PtaPEln 1,515.00 5.45 I. PI"OIIII property and cOIlllnll 01 h_ 10$ LOI1lI To.. Corl I _ronel . RIIII'd 1989 AcUrI_lntlllrl La Slrlll 'JH40A3453KSOl4616 10$ Llfl "xad Rltlr_t Arnllly, dltl 01 clnth VIIUl $23,269.31 Dept. 01 thl Trlloury . 1995 Inc_ tox rllll'd TOTAL "00,992.76 2. 5,500.00 23,269.31 3. 4. 403.00 5. O() c -- \() ':1:0 "1'" ti. ' ,., . ,.-, C:I ~ I co ).... 00 ~~, N VI r:t .- ,-' 0 ...----' COMMONWEALTH Of PENNSYLVANIA I COUNTY Of CUMBERLAND f ISl Kent R. Ellenberger being duly sworn according to law, dopo..s and says that h. is the ExecutOJ; of th. Estat. of Joan L. Ellenberqer 1.10 of __!I_!!!!!P.2.~"-_'!:<?'!I~_S_hi'p_____---- ' Cumb.rland County, Po" d.c....d and that the within is on Inv.ntory mad. by him - - ' th. said Executor of the .ntir. .stat. of said d.c.d.nt, consisting of allth. p.nonal prol'.rty and real estate. IlC.pt real estate outsld. th. Commonwealth of p.nnsylvania, and that th. figures opposite each 110m of tho Inv.ntory r.pres.nt it's fair valu. .s of tho date of d.c.dent's death. sworn and subscribed before me, ILIff tI1~.- E/.culor Xll~lIIl{t Kent R. Ellenberger 132 North sporting Hill Road Mechanicsburg, PA 17055 November (.. 19 96 .l~ Nolarial See' Joan E, Brothers, NOlary Publlo Shlremanllown Boro. Cumlll~and County i.ly commlll1on e'plres Feb, 12, 1998 I -, .oK,P8flI'SY1VaniO&~OI'Nc',,~"; Addt." 'Date of D.ath 11 D.y February Month 1996 V..t INSTRUCTIONS I. An inventory must be filed within three months after appointment of penonal ropresentative. 2. A suppl.ment inventory must be fil.d within thirty days of discovery of additional a".ts. 3. Additional she.ts may b. attached as to personalty or realty 4. S.. Articl. IV, Fiduciari.s Act of 1949. . Ql I-l ..-1 ;l ..-1 .t: ,; E I-l In 11l Ql c:: . ~ <Xl ~ < Cl :J . 0 11l I-l 0 . D. I- u N 0 '" Ql Eo< . . ,-4 0 0 11l 11l .0 Q II' Ql .. :I: ~ . . I ~ D. c:: c:: D. Ql c ...J Ll. .; ~ ~ I- QlI Ql .t: 0 C\ Ll. ...J ~ 0 'tl D. Ul= UJ < ,-4, C\ > 0 ~ ~\ i: < ,-4 z e c . \ z 0 Q 10 ~ U - '" z ::: 0 0 ~ 0 Z ~ 11l < ... :J D. ." Ql c I-l 101 - .! 'tl 0 ~ c:: 0 . 1"]1 .s> ." ,~ < " e . "/(' - " " ~ it ...J 0 CD --. --~_. COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE 15~f9--/3 aUREAU OF INDIVIDUAL TAXES INHERITANCE TAl DI~ISIOM O[JIT. lIun HARRISIURO, PA 171Z8.0601 - (y NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEOUCTIOHS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN MAKE CHECK PAVABLE AND REMIT PAVMENT TOI REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV:i547_EX.AFP-nz:96T"iiiifiCr.OF-YtiiiEiiiTAHCE-i"AX-WPRAiSEHEiir;-ALi-OWAiiCE-OR--.-.-----....--- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF ELLENBERGER JOAN L FILE NO. 21 96-0208 ACN 101 DATE 02-25-97 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funer.l EKPOn.../Ada. Ce.t./NI'c, ExponO.' ISchedul. HI (9) 10. Debhlllortll- Llabllluao/Llano ISchedul. II (10) 159.55 11. Tct.l IJeducUono 1111 12. Hat V.lue ef Tax R.turn 1121 13. Charltabl./GcV....-t.l ao_.h ISchedul. JI 1151 1~. Hat V.lue ef Eot.t. S<jJjoct te Tax 11~1 NOTEI If an ass ass. ant was issuad previoua1Y, linas 14, 15 and/or 16. 17 and 18 will reflect figures that include tha total of 6LL raturns assessed to date. ASSESSMENT OF TAXI 15. AooUnt ef Line l~ .t SpcU..l r.to 1151 16. AooUnt ef Line l~ taxable .t Llne.l/Cl.oo A rot. 1161 17. AooUnt cf Line 1~ taxabl. .t Coll.tor.l/Cl.O. a rot. 1171 Ie. Prlnclp.l Tax \lUll TAX CREDITSI PAYMENT DATE 05-10-96 08-27-96 08-27-96 ANDREW C SHEELV ESQ 1 W MAIN ST SHIREMANSTDWN PA 17011 TAll RETURH WAS. I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Eot.t. ISchOdul. Al 2. stocko and Bondo ISchOdul. al 5. Cle..l~ Hold Stock/P.rtnerohlp Int.r.ot ISchedulo CI ~. HcrtllOVO.llIot.. Rocolvabl. ISchOdul. DI S. C.ohIBonk Dopc.lt.lHl.c. por.enol Proport~ ISchedul. EI 6. Jolntl~ Qwnod Proport~ ISchOdul. FI 7. Tronofor. ISchOdul. 01 e. Tct.l A...to RECEIPT HUIIIlER AA112827 AA146667 AA146670 DIscOUllT It I INTEREST I-I 290.42 .00 .00 \ III 121 151 I~I 151 161 171 02-25-97 ELLENBERGER 02-11-96 21 96-020B CUMBERLAND 101 A""""t R..IUod I I cHAHGED 70.000.00 .00 .00 .00 30 .992.76 14.518.67 .00 lal 18,544.46 .00 x,OO. 96,807.42 X .06. .00 x.lS. Ilal AHOUHT PAID 5,557.50 122.60 64.51 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE *' a1'.II4'II'" IU.K. JOAN ~ HOTEt To lnaure proper crHlt to your acCQW1t, oubIIlt the up...r perUon ef thl. fero with your tax p.yoent. 115,511.43 1 A .1n4 nl 96.807.42 .00 96,807.42 .00 5,B08,45 .00 5.808.45 6,035.03 226.5BCR .00 226.5BCR L . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN .1. NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY aE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIOHS.I . ---'--'-'--- -- 00 C:r;- Id -I] ::0 -l - ,. -.J - <1l no ;.R " to .. N VI e 0: - :,J ~- W Vi ~.:l. C -.. RfSERVlnel" Est.t.. of dHedent. dying on or bIIfo... Dec.e.r 11, 1912: -- if ...)' future Int.r..t In the ..t.t. .. tr....f.rred In po.....lon or .,Jo,..nt to Cl... I (collat.r.l) beneflel.rl.. of the decedent .ft.r the explr.tlon of ...)' ..t.t. far llf. or for yllr., the C~alth ~rlby .xpr...I)' r...rv.. the right to appr.l.. end ...... tr....f.r Inherltlne. T.... .t the I_ful e.... I (coU.t.rIIlJ rlt. on ...)' such fut\lrl Inhrut. P\IlPOSE f1F NOnCEI To fulfill the r...lr...,ts of Section 21l1t0 of the Inherlhnc. end Elt.t. TIX Act, Act ZZ of 1991. 7Z P.S. SlCllIon 21l1t0. PAvttDfTl o.tech the top portion of th" Natlc. Met ~It ..Ith )'OUr P.,.."t to the R....t.r of YUls printed on the rWln. .Idt. --ttIIlI chick or MMY ordtr PIInbll tOI REGISTER OF MILLS, AGEHT All p~tI recllved IhIll flnt be ..llad to any Int.rut Mhlch uy be due ..Ith In)' r...lndllr ..lled to thI tu:. REFUND (CA)I A refund of . tax credit, Mhloh .... not recp.M.ltd on the Tax R.turn, ..v be r....ted by cOllPI.tlng ... "Appllcatlon for A.fund of ~Qlwnl. lnherltancl end E.t.tl T.... (REV.1SIS). Appl1c.Uon. .re IIV.Uable et the OfficI of the AIII.t.r of Ylll., any of the ZS Aavenue DI.trlct Dfflc.., or by Cllllng the .,.01.1 'lit-hour .......rlng ..rvlcl nuaber. for fa~' ordtrlngl In Penn.ylvenll l-IDD-S6Z.'OSD, out. Ide Pennavlvenl. and ..Ithln local Harrllburl Ir.. (7171 717-.0M, TOUI (717) 77Z-ZZSZ (....rlng 1..lred Onh). DlJECTIDNSI My ,.rty In Int.....t not ..thfled ..lth the appr.l......t. .llUMIne' or dh.llOdnC' of deduCtion., or ..........t of tax Clnoludlng dlllCOUnt or Int.r..U .. shown on thl. Natlc. .,.t object ..Ithln .lxty (60) dey. of rac.lpt of thl. Notice bvl .....rltt... prot... to the PA Dep.rt....t of A.venue, IoIIrd of AppHh, Dept. ZI1821. Harrisburg. Pi 17Ua.I021. OR -..Iactlon to hIYI the _ner dtt....lned .t .-lit of the ICComt of the personal rapr.....t.tlve, OR --.....1 to the 0,.".,.' Court. &IlIIIN ISTUTlI/E CQlA!CnDNII flGtWil .rrors dllCOYlred on thl. .........,t shoUld bII IIddre"ac1 In ..rltlng tal PI Dep.rt....t of A.YItIUI. Jur~ of Indlvl~1 Tax.., ATTNI Po.t a......-nt R.vl.. unit, Dlpt. Z10601, Harrlsburl. PA 171ZI-0601 Phone (717) 717.6515. Sea PIlI S of the bookl.t "In.tructlon. for I~rltlne' Tax A.tum for 8 Re.ldant D1cedent" (REV-ISDI) for an e.,lanatlon of ~Inl.tr.tlv.l)' correctabl. .rror.. If 1ft)' tax dull .. peld ..Itt'lln thr.. (J) c.lendar 8Of'Ith. .ft.r t~ decedent-. dt.th, . flvl parc...t (SX) dlscOU\t of the tu p.ld I. .1Iowed. DISCCUfTI PDlAL TV! The 15% tax ....ty non"p.rtlolpetlon penalty 11 ~ted on thl total of the tu end Intar..t .....Md. and not paid before .....ry II. 1"'. t:hI flr.t d.v .fbr the and of thl tu ~.ty period. This non"p.rtlclp.tlon ,....ltv I. appMlllble In the ._ ......r and In the the ... tlM period .1 you MOUld appaIIl the t.. and Inbred that has bien .....ted .. Indicated on th" notice. INTEIIDT I lnbr..t .. cMrgad beglmlnrl ..lth flr.t day of dtl1nquency, or nlM (,) .nth. and 01"1I (1) da)' froe the dIIt. of dHttI. to the data of ~t. Tu.. tlhlctl bee-. del1nquant before ....ry I. 19lZ beer Intarllt .t the rate of .lIt (6:11:) parc...t per ..... c.lcul.ted .t . dal., rat. of .10""'. All t.... ..tilth bee... dlllnquant on and .tt.r Januar)' 1, I.IZ will blar Intere.t .t . rite Which ..Ill v.ry froe c.land.r ,..r t. C81~r v..r ..Ith that rlt. ~ed bv the PI o.partMnt of Revenue. The appllcabl. Inter..t rat.. for 191' through 1"7 .r'l '!!!! tntar..t a.t. DIll)' Int.r..t Factor !!!! Inter..t A.t. Dallv Intlr..t Factor un zox .01lS41 ..17 9X .0002lltl I"S 16% .IIOUI 1'11.1"1 11% .OOOS" I'M 11% .ooonl I"Z 9X .8002"" 1"5 IS% .00OSH I"S'I'" n .0081n 1'", 10% .08O"lIt 1"5-1997 9X .1002"" -"lnt.r..t I. c.lcul.ted .. followlI ... INTEREST . BALANCE OF TAX UNPAID X KUKlER OF DAYS DELIHQUEXT X DAILY IHTEREST FACTOR -"Anv Hotlc. I.~ .ft.r the t.. blcOll' delinquent ..Ill r.flect ... Int.re.t c.lcul.tlon to fifteen (15) day. beyond the dati of the ......-nt. If P')'Mf'It II ..... .fter t~ Int.r..t cCIIIPUtatlon dati IIhown on the Hotlca. addItIonal Intere.t .u.t be c.lcul.tld. I !"'.. ic.;.; l >II, i I ! 15'-i9-/3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '*' ~ IIUUAU OF INDIVIDUAL TAXES 1MH[lltAHC[ tll DIVISION IlO't. 110611 HARRIIIURQ, PA 11111.0'01 "'.111'.....11..'" 04-21-97 ELLENBERGER 02-11-96 21 96-0208 CUHBERLAND 101 Aooount R..l Heel \ ANDREW C SHEELV ESQ 1 W MAIN ST SHIREMANSTOWN PA 17011 DAT! !STAT! OF DAT! OF DEATH FILE NUMBER COUNTY ACN JOAN MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTE. To lnoure proper credit to your account, .ub.lt the upper portion of thlo for. with your te. peyaent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ii"{V:i60f-iX-AFP-lji3:97Y------.ilii-iNHERiTAiiC'E-iAX-sTAiEK'ENi-Of-Accouiii--ii..------------------ --- ESTATE OF ELLENBERGER JOAN L FILE NO.21 96-0208 ACN 101 DATE 04-21-97 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED AtH IN THE NA"EO ESTATE. sHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A pROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT. 02-1B-97 5.808,45 PRINCIPAL TAX DUE I PAVMENTS (TAX CREDITS), PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-10-96 AA112827 290.42 5,557.50 08-27-96 AA146667 .00 122.60 08-27-96 AA146670 .00 64.51 03-31-97 REFUND .00 226.58- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 5,B08.45 .00 .00 .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FDR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN tl, NO PAVlIENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YDU HAY eE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. ) L PAntDO'l o.tKh the top porUon of thh HaUCI WMI ..It with your p.pent allele payllll. printed on the rav.r.. .Ide. "" _:0 c= -- -6 I' .!In -.J '" ., :; ",. -< ~ \0 -J '-.) '.,,'. ,) to tM ~~end edtIr.... .,. 0 If REllDEHT DECEDEHT a.. check or IIDntV order p'Vebla tal REGISTER OF WILLS, AGENT. If HClHtfSUIEHT DECEDENT .Ilka check or IIDntIV order p.vebl. tal COttHONWEAL TH OF PENNSYLVANIA. REfUND eCAlI , reknd of a tax crecllt, which wu not requa,ted on the T.x A.turn, ..v tM r....tad bV cOlllplaUnt ." -application far R.knd of p.nn.ylvenl. InharltlnC. end E.tata 'ax- (REV-ISIS). Appllc.tlon. .r. ~llabl. at the Office of the A..I,t.r of Will., env of thl Z3 R.venue DI.trlot Offlc.. or fr~ thl Dap.rt..nt'. Z4-hour ."...rl"l ..rvlca nuabar. far for.. orderlngl In P.nn,Ylvenl. I-IDD-S6Z-Z0~0, aut. Ide p,"".ylvenl. end within local Harrllbur. .r.. (717) 717-1094, TDDI (717) 77Z-Z15Z (Haarlng lap. Ired only). AI:PlV TOI Duullan. r..-rdlng erran contalMd on thh noUca Ihould be IIddreuad tOI PA Depert..nt of A.v..-.ue, Bur.., of Indlvl~1 T...., ATTNI po.t A.....-.nt A.vl... unit. Dept. Z10601, H.rrl.bur.. PA 17121-0601, phone 17I71 717-'505. Dlsaunl If any tu due h p.ld ..Ithln thr.. (S) eal""r .unth. aft.r thl cMclMMnt'. death, . flva ,.rc."t eSX) dhcaunt of the tax p.ld " .U....., PEMAL TVI The 15% tax un..ty non"parUclpaUon panaltY I, co.putad on tM total of thl tax and Intlr..t ......ad. and not paid bIIfara Jenuary II, 1996, the flnt d.v .fter thl end of thl tax unelty ,.rlad. INTEREST I Int.r..t I. charged baglMlng ..Ith flnt day of delinquency, or nine (9) MOtha Met one (1) day frOll the date of death, to the data of p.pant. TUII lilhlch baeaM delinquent bafar. Jenuary 1, 1911 baar Intar..t at the nt. of .11I (~) ,.rcant per ..... cllcul.tad at a dally rata of .DOOI64. All t.... ....Ich bac:.. dlll".,."t on Met .fter Janulrv 1, 1'12 ..Ill baar Int.r..t .t I rata lilhlch ..Ill v.ry frOll calendar yaar to c.l""r vaar ..Ith thlt r.ta announced bv the PA o.part..nt of R.vanua. Tha appllcabla Int.r..t rat, a far 19.2 through 1997 .ral VIO' Intlr..t A,t. DaUy Int.r..t 'Htor V..r Intara.t Aata Dally Intar..t Factor UU Z'X ....541 1917 OX .001247 1911 16% .00041' 1'11-1"1 IIX ...nOl U" IIX .0G0501 I"Z OX .001247 1915 IU .GaoSs. 199)-1994 n .000192 UN lOX .oaozn 1"5-1"7 9X .0aOZ47 .-lntln.t I. calculated a. followlI IIlTERElIT . BALANCE OF TAll UllPAID X HUftBER OF DAYS DELIHQUENT X DAILY IIlTERElIT FACTOR .-Any Hatlca lalUlCl aftar the tax ~a deU".,."t ..111 reflect an Intln.t o.lcul.Uon to flft.." (5) daV' bayond the dllta of the .........t. If pa~t I. ... ,ftlr tna Int.nd cCMPUt.Uan dIIta IhDWn on the Notice, additional Int.r..t .u.t be calcul.ted. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Joan L. Ellenberger Date of Death: February ll, 1996 Will N 1996-0208 o. Admin. 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 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 final account with the Court? Yes No x 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 x 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. ~.'tlt(t, James D. Boqar, Esquire Name (Please type or print) One W. Main St. Shiremanstown, PA 17011 Address Date: 1~/u/P7 " :'1') , , . !~) 9 i:. (j~ 1:- I,). (717) 737-8761 Tel. No. Capacity: Personal Representative Counsel for personal representative x (MAH:rmf/AH3) 1r>~~.