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HomeMy WebLinkAbout96-00294 ~. ~ 1- 19q (r ').'14. 2~ ~ :oW 3;;;- $.0 tT ' .-..~ ~c ~ \''' 0 g. Set. -. 0. o.L I 9,g (Xl f]~\ ~;(-\. ;J:o ~co - 0 (Xl iJio :0<': .. - :P;:l. w 0\ LAS'~ nLL AND TESTAMENT OF FAY G. MISNER I I ! I , I I I I i I ! , ; I I I I , , 'I I I I, FAY G. MISNER, of the Township of Hampden, County of Cumberland, State of Pennsylvania, being in good bodily health and of sound and disposing mind and memory, and not acting under duress, menace, fraud, or undue influence of any person whomsoever, merely calling to mind the frailty of human life, and being desirous of disposing of my worldly goods while I have the strength and capacity so to do, I do make, publish and declare this my LAST WILL AND TESTAMENT. I hereby revoke, cancel and annul all my former Wills and Testaments, including codicils thereto, by me at any 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 WITH IN THIS LIFETIME, I DISPOSE OF THE SAME AS FOLLOWS, VIZ: ITEM 1. I direct that my Executors hereinafter named, pay and discharge all of my just debts, funeral and testamentary expenses. ITEM 2. I order and direct that I be buried in a lot which I own, situate at the Rolling Green Cemetery, Camp Hill. ITEM 3. All the rest, reside and remainder of my entire estate, wheresoever situate, and whatsoever it may consist of, I give, devise and bequeath, absolutely and in fee, to the following named individuals, in the following amounts: (a) I give, devise and bequeath two-thirds (2/3) of my net residuary estate, to PATRICIA A. BLOSSER, provided she survives my death. In the event she does not survive my death, then ~~ AM ht~ '" FAY G. MISNER 1. this two-thirds (2/3) bequest shall go to WILLIAM C. SCHERTZER and KENNETH N. GOODHART, III, share-and-share-al1ke, per stirpes. (b) I give, devise and bequeath to ~ILLIAM C. SCHERTZER one-sixth (1/6) of my net residuary estate, per stirpes. (c) I give, devise and bequeath to KENNETH N. GOODHART, III one-sixth (1/6) of my net residuary estate, per stirpes. ITEM 4. I nominate and appoint PATRICIA A. BLOSSER as Executrix of this my Last Will. Should the Executrix named fail to qualify or cease to act as Executrix, then I appoint P.N.C. ~ as Executor in her stead. ITEM 5. 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 tax purposes, 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 representatives herein 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 ~ h, 111~ FAY G. MISNER 2. , . , 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 similar 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. 1 "'\ J1. 1fA _ <4 .....c- FAY G. MISNER WITNESS JJA~ i ~ iki- WITNJmu: ~;"l.... ____________________________ END --------------------------- 3. ~ , .. .. :. . , Recorm:c1 lilf'ce of ROIJI,t'JI uf Wills '96 APR -8 A 8 :36 Cler\<..'. . ,., l,;Oilrt CUmbolluod l;o.. PA I III ~ ~ ..:l ~ Eo< ~ ~' ~ lIl~q o 0: ~!: :l ~ 9 ~ ~ II ~ln ~ . z z ~5~ol~ U ;: I: _ :~"51~ 1lI 0( ~ i ~ ~ a ~ .... z N U '" ~ :: .~ i( ~ III Ii! r.. o . Cl ~ . .. . .. . JUlES M. BACD ATTORNEY AND COUNSELOR AT LAW Sill SOUTH lPOftTING HILL "OAD MICHANlc.aURG, reNNA. noDS Ta...rHoNI <<717) 7~7.aOII , , . <.'.'C.."'..C'i'. CERTJIIICATlON OF NOTICE llNI>Elt lUlU; 5.6/11) Namc of Dcccdcnt: Fay G, Misncr Datc of Death: March 27. 1996 Will No. 1996-00294 Admin. No. To thc Rcgistcr: I ccrtify that noticc ofbcncficial intcrcst rcquircd by Rulc 5.6(a) ofthc Orphan's Court Rulcs was scrvcd on or mailcd to Ihc following bcncficiarics ofthc abovc-captioncd cst ate on - April 16. 1996 Namc Addrcss Patricia A. Blosscr 4711A Charlcs Road. Mcchanicsburg. PA 17055 Kcnncth N, Goodhart. III 4313 Tcnnesscc Court. Harrisburg. P A 17112 William C. Schcrtzer 502 Rvan Drivc. Harriburg. PA 17112 Notice has now bccn givcn to all pcrsons cntitlcd thcrcto undcr Rule 5.6(a) except: nla /' ; ,_~:Cc-~ S;g,,,.re " v Datc: I/-/~" 0&:- Namc David W. Reager. Esquire Addrcss 2331 Market Street. CamD Hill P A 17011 Telcphonc/717) 763-1383 o .' I' ;:.~\ 0: a: In '":":.-:( N 'iO- e:, 2 .:i .> !Xl - , n< n.. .. a: ') .J 'i) t: 1'.... 2:.1 Uu Capacity: Personal Represcntative v ':1-' X Counscl for personal represcntative Invunlury at thu lual and pUI~ulli.tll.!~t"lu ul _____._.__ ____ ____.Fny,!;,,_N1,4UJ,~r____.n_ tlocoasod -... -. ... -.... ~_._.- -.-- .~--- -,_. U.S. Savings lIond No, 1145002262EE U.S. Savings lIond No. 1145002263EE U.S. Savings lIond No. 1145002264EE U,S. Savings lIond No. 1145002265EE r.s. Savings 1I0nd No. D45002266EE U.S. Savings lIond No, 1145002267EE U.S. Savings Bond No, Il45002268El-: U.S. Savings 1I0nd No. D45002269EE U.S. Savings lIond No. 1145002270EE U.S. Savings 1I0nd No. D45002271EE U.S. Savings Bond No. D45002272EE U.S. Savings Bond No. D45002273EE' U.S. Savings 1I0nd No. D45002274EE U.S. Savings Bond No. D45002275EE U.S. Savings Bond No. D45002276EE U.S. Savings Bond No. D45002277EE U.S. Savings Bond No. D45002278EE U.S. Savings Bond No. D45002279EE U.S. Savings Bond No. D45002280EE U.S. Savings Bond No. D45002281EE U.S. Savings Bond No. D45002282EE U.S. Savings Bond No. D45002283EE U.S. Savings Bond No. D45002284EE U.S. Savings Bond No. D45002285EE Personal property auctioned PNC Bank. N.A. Checking Acct. 1987 Oldsmobile Calais TV Guide Refund Star Refund Smithsonian Refund Real Property located at 4709 B Charles Road. Mechanicsburg. PA 17055 TOTAL GROSS ESTATE ...... ... ~ c- .. ; .j,: c' " ;-.: ~ N - "_-:l , " , , lVI" "'J t: 0: 'W p, .~:! :l UU 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 261 00 1.183 75 6.076 53 2.600 00 55 00 36 06 9 10 42.450 00 58,674 44 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I J ss: Patricia ~. Blosser being duly sworn ,____ aeco,ding to law, doposos and "y' that sho Executrix _____.,u___ of the Estato of Fay G. Hisner lale of ____.Nectwn!esburg , Cumbo,land County, Po., deceas.d ond that the within is on inventory modo by ___ Patr!,!n A. Illosser , the ..id Executrix of Iho ontiro estolo of ..id decodenl, consisting of all the porsonol prop.rly ond r..1 estote, ..c.pt r..1 ..tol. ouhid. the Commonwoollh of Ponnsylyania, and Ihal Ihe figu,e. opposite each 110m of tho Inyentory r.pre..nt it'. folr ..Iu. as of tho d.to of decodont's dealh. Sworn and ,ub.eribod bofo,e mo, I/,--t~--'~ r{'. /L.'...., dJ E..cutor . Admlnht,.'or 19 96 4711 A Charles Road fJnld'.:!i Sf',ll nphor,lh I Br..nrif"l1"lll t-Jolllrv Public C;trJljl HIli OarL'. _ClJlnn.~lldnd County rJv C()OHl1iS;IC!1 bn:rt-:. JUlle 18. 1998 r\l,lIl'h!t ~lf'IIT".\I....,U1..]A-.r....'Y'iil!l{)f1 ot Nol.Vlt..'5 Hechan!csburg, PA 17055 Add.... DIY 27th dav of Hnrch. 1996 Month VUt Date of Death INSTRUCTIONS I. An inventory mu.t be filed within th,ee months after appointment of personal repr..ontati... 2. A supplement inyonlory must bo filod wilhin thirty days of di.coyo,y of additional a..oh. 3. Additional .hooh may bo ."achod as to porsonalty or ,eally 4. 5.0 Articl. IV, Fiducia,io. Acl of 1949. ~ ~ -0 I> ~ W ~ ~ S " ,~ w " a.. u I " I> g W 0 VI C '" ... .~ c<: w " I> 0- J: a.. a.. c t- ...J U. .,; ~ Z 0 1 u. ...J ~ 0 a.. ~ - W 0 <( :f \' > Z c<: Z 0 c C " VI Z 0 0 c<: U Z w <( ... a.. .." r: " - ;:: 0 " .0 .." ... " E 0 - ..! " " 0 ...J U ii: CD . ., ~. . (,: III IV AfV.I~'OO ().. (11'111 FOR OATIS Of DIATH AFTER 12/31191 CHICK ItERI If A SPOUSAL ~OVER_T! CRlDIT 15 CLAIMID 0 fiLE NUMBIR .. z w o w U w o w :;( ",_OIl U"'''' w"'u XOO U"'... ...Ill ... < I.. :flz ",W ",0 OZ UO ... INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ~. ;, y n.!.:t.t\ or .,... (OMMOUW(AIItI Of f'(tHtS~IVAtjJA Dlf'AAIMltH Of IHvUUII lJ(PI180ml IlARAI!tlllUIG. PA 11118ObOl '-Ol 'i6[t~-i.!t r~AM('"IIAS'. ,'inl-;-.mi);,\iiJoTi 'lilillAII CO_UNTY CODE <;,) 1 - (J ....!LJO-l(,l II" -.YI'f NUMBER o U' MI' YEAR Road I'A 17055 Remainder Roturn (for dolo. 01 doo,h prior.o 12.13.02) Fodoral Estalo Talt Relurn Required T olal Numbor of Safo Deposit Boltos <'. ; -f'i ?? HisHer. Fay G. ~OClAI-!t((UA1IY-HUMA( A'- 4709 II Charles Hcchanicsburg. (ou,," Cumbcrlnnd , r~; N G'. ( 0) Ul 58,674.44 tAl~~;;;;';-~-~ \()AlI Of OfATtl 3/27/96 206-10-9726 -,~-'-"'-' L\:1< 1. Original Return [J A. limiled hlolu \)<16. 03. 05. 9,934.53 48,739.91 48,739.91 7.310.98 (17) (10) (19) ,_ ,365.54 I I 2, I I 4... Supplemelltal Rolurn (20) _6.945.44-------. (20A) ___ ,-,,----- (20B) __ _______n__ -. - --'.-BE SURE-YO iiNSWER-i\UQUES'iioNS ON RSE SIDE Q>TO RECHECK MATH.. .. , -' Under pennllifts 01 perjury.-Id;;kuo Ihnll ho",;;~-;~;-;;;Jit;;lllh"n. tnclr:dtn ac mpOnying Ich..thtto)dnd ,folemenll. and to Ih" best of my knowledge cnd bolml, it is truo, correct and (omplete I doclnro Ihal nil rllollnlnlo hm heen ropor o~ fllG JDOtltct ~olu~ D6dorolion 01 preparer olher than tho ponaon repro of livo is bo'''do~!.i~or_m~!ion_of_~~i5!,~~!porltr~a~_a_nr.~.ow1~9~._____ ~,,:::-?& /J/ Lc-"'")____ ~ 2'Y: f': SIGUA'U.~( Of PlASON R[SPONS1BII rOA filiNG R(WRt, AIlORfS\ I . DAlE /)' I _ / r ,"(\. / .,- . .-' ,.' ()- /; '.~.,..- ~/,";- ___~~~(.....~__.r:-_:''::-../.....l._I'''<___'';<''''/ ..!._!ll.~ "'-'~o(,.i...!:.'~~ jL<- /,,1 ',,- vt'r~'l.(("-' I;-t ~.I ~ /","1'._ SIGHAIUA( Of rAEPAAIR 011I(11. lUAU IlfPA(!IW1AllV( AIl0\l1!t5 } 'DAfE -- Futuro Inturoll Compromiso (lor do'o, of doolh oilor 12.12.02) Docodenl Diad Tu\lnht I I 7. Decedenl Maintained a living Trust (Allo<h ,opy 01 Will) (A1Io,h copy of Tru,') ALL CORRESPONDENCE AND -CO~IFliiENTiAL TAX INFORMATION SHOULD BE DIRECTED TO. HAM( - (OMPlfl( MAilING ADDRESS _8, David W. Renger, Esquire ffl(PtIONT1iii;Xe:rA-~-~" Renger & Adler, PC 2331 Harkct Strcet Camp 11111, PA 17011-4642 no c:: ;-' 717 )_Ji>!-:-I~83,~, z o S ::l .. 0: < u w '" 1. Reol E,'olo (Schudulo AI ( 1) 2. Slock> ond BondI (Sch..J"lc 01 ( 21__6..26A,JlO 3. Clo.oly Hold SlocklPorlno"hip In'or",' (Schodulo q (3)_ .d. Mortgagos and Nolos Rereivablo ISchedule DI t .4) -- 5. Cmh, Bonk DOI)osits 8. Mi\fnllrumOll\ Penollol Propcrly( 51 ~ .9.t9.6Jt.A1L (S,hodulo E) 6, Join,ly Ow nod Propor'y (S,hod"lo q 7. Tronllo" (Schodulo G) (S,hodul" I) B. T alai Gran Anols (rolnllinos 1.7) Q. Funeral Eltpomo', Administrative COSh, Mi"clloneous ( 9) _9..J..8.2!L....2..8 Exponlo, (Schodulo H) 10. DobiS. Mortgage liabilitios_ liens (Schedulo I) 11. T 0101 Ood",.ion. (.o.ollinol 9 & 101 12. Nel Valuo 01 Estate (line 0 minus Ii no 11) 13. Charitable and Governmonlal Bnqurnh (Schcdulo J) 14. Not Value Subjod to Talt (Iino 12 minus lino 13) 15. Amount of lino 14 taxablo at 6% rato (Includo valuo, from Schedulo K or Schedule M.) 16. Amount of lillo 1.4 loltolllo 01 15% rolo (Includo values Irom SclJ('dlllo K or SdlOdulo M.l 17. Principal 1m; duo IArld lalli from lino 15 and from line 16.) 10. Credih Spoulul Povurly Cllutil Prior Pnymonh Inlorost ( 6) _42._45!l on ( 71 " (10) _--109. ~~ (151 (11) (12) (13) (lA) x .06 = (16)~n9.91 >C .15 = z o :i .. ::l ... :l: o u )( <t .. Dinounl .. 365_.54n_ 19. If line 18 i, gruuler IlIun lino 17, ""lor 11111 difference an lino 19. This is Iho OVERPAYMENT. mCJ ~14 :r.n1l.I.U, .fIt1;\1If.. dill I'l'l } I till! .'lIl_1ttr.r.w:la'N'I.'l'.II.!I~'~ 111.1.111I 20. If line 17 is groalor Ihan line 10, onlor tho differonco on lino 20. This is tho TAX DUE. A. Entor the inhHll\t on 1110 holnncn duo on Ii no 20A. R. Enler tlltt tolol of linn 70 oml 20A on line 10B. This is tho BALANCE DUE. __~_ !v\n~o ~11(tc~ I.'ny.nlllo ~o: Ro!]hlo! _uf.~Vil_I~1 Age_!l! , I ! .1'lI1~1"1'1I'1 J ~jb COMMONWEAlTH 01 PENNSYlVANIA INHERITANCE TAX IIIflURH RESIDENT DECEDENT -- - ESTATE OF Misner, ~'ay G. Jolnttenont(," NAME A. Patricia A. Blosser B. C. Jointly-awned property. SCHEDULE F J JOINTLY-OWNED PROPE~~~ ADDRESS 4711 A Charles Road Mechanicsburg, l'A 17055 FILE NUMBER 250-261 RELATIONSHIP TO DECEDENT Friend ITEM LmER DATE NUMBEI FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DOLLAR VALUE OF JOINT OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. A 4/5/94 Real property loeated at $84,900.00 50% $42,450.00 4709 B Charles Road Mechanicsburg, PA 17055 I TOTAL (Also onlor on lino 6, Recopilulolion) S 42,450.00 ,IF more space is needed insert additional sheets of some size) _h'ISllf._I""1 " ~,~'9 ".. .' ... COMMONWUlTH 01 'INN~YlV"''''IA INHUnANCI ,.... IUUIN .I~IOIN' OICIOI"" SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Ploase ~rlnt or Type ESTATE OF ~lisner. Fay G. FILE NUMBER 250-261 ITEM NUMBER A. Funeral Exponlu: 3. Family exemption Claimonl Add,e.. of Cloimanl 01 decedenl" dealh Sl,eel Add,e.. City B. 2. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. DESCRIPTION AMOUNT 1. 2. 3. 4. 5. 6. 7. Musselman Funeral Home Rolling Green Cemetery (grave opening) Bixler's Flowers Organist St. Paul's United Methodist Church Rolling Green Cemetery (grave date) Pastor Jeffrey Welsch 5,470.00 77 5.00 79.50 50.00 60.00 108.00 100.00 Admlnllt,atlve COils: 1. Personal Representative Commissions Social Socu,ilY Numbe, of Persanol Rep,esenlalive: Yeo, Commissions paid Allo'ney Feel Reager & Adler, PC 2,000.00 Relolionship Slale Zip Code P,obole Fees Cumberland County Register of Wills 106.00 MI,.lllanloul ExPln..s: Carlisle Sentincl Cumberland Law Journal Auctionccr Expcnscs April, May and Junc Condominium Association Fee Pcst inspection for sale of real property to Bower's Pcst Control County, township and school taxes Transfer tax Daniel Barninger & Associates (real estate appraisal) 66.04 60.00 244.73 82.50 15.00 58.71 424.50 125.00 TOTAL (Also enle, on line 9, Recopilulation) S 9,824.98 IIf more spac. Is n..d.d. Ins.rt additional shuh of sam. sin) _IVlmllt I"JI '*' Misner, .'ay G. SCHEDULE I ~I DEBTS OF DECEDENT, M, ORTGAGE L1,ABILlTIES AND LIENS PI PIT _ __ _ ___ _, . .a.. ,nt ar yp. FILE NUMBER 250-261 (()/lI~"WIAtTH 0' rum''''A''IA IW.III'ANClIA.IITUI,., IUIDIN'DIClDINT ESTATE OF ITEM DESCRIPTION AMOUNT NUMBER 1. 84 Lumber Co. 54.99 2. Orange City Flowers 47.70 3. Bell Atlantic 4.27 4. Suburban Cable 2.59 TOTAL IAI.o .nl.r on lin. 10, R.copilulolion) (II more space is needed, insert addjtionol sheets o( same sjze,) $ 109.55 not be of the character prescribed by law, to sell, eonvey assign, transfer and encumber any property, to pay, uettle or compromise all claims, to make diutributlon or dlvlulons in cash or in kind, and in general to exercise all poweru in the management of any property hereunder which any individual could exercise in the management of similar property owned in his own right, and to execute and delivor any and all instrumentu and to do all acts which may be doemed necessary and proper. ~J/ j...,:....L.,. FAY G. HISNER WITNESS :Ji,~- .i"d- WITNe.sAGn.;; ~i'l.... ---------------------------- END -----------------------____ 3. ^CKNOWI,P.IlGHt:NT COHHONWE^LTII 01' PENNSYI,v^NI^ 00 COUNTY 01' CUMBERLAND I, t.^y G. HISNt:R the TEST^TRIX whOM name in signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument ao my L^ST WILL: that I oigned it willingly; and that I signed it as my free and voluntary act for the purpooe therein expressed. Sworn to or 11((lrmcd and acknowledged before me, by "'^Y (t. HJ:iNl-:H the TEST^TRIX, this ~ day of November , 1993. :r~ .JJ. "n1 ~ (TEST^TRIX SIGN^TUREI , NOTAmAl SEAL ! AllQRNtY JAMES M !lAW N.'", r... Dloi>ullfl' C.~nlr N) r...cr.au.ilG ["pires MI' loS. 1995 ~~~ t/' NOTlIRY PUBLIC Mechanicsburg, P^ 17055 My Cemmission Expires: 05/13/95 h I' I' I 0 h V I T COHHONWEhLTn 01' PENNSYLVhNIh ss COUNTY 01' CUMBERLIIND We, TIIOM^S W^TSON and ESflE GoODstR , the witnesses whOGC names arc signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw TESThTRIX sign and execute the instrument as her LAST WILL; that the TESThTRIX signed willingly and that she executed it as her free and voluntary act for the purpose therein expressed; that each witness in the hearing and sight of the TESThTRIX signed the WILL as witnesses; and that to the best of our knowledge, the TESThTRIX was at the time, 18 or more years of age, of sound mind and under no constraint or undue influence. sworn to or affirmed and acknowledged before me, by TIfOM^s WhTSotl and Esm; GOODS III witnesses, this 8th day of November , 1993. Witness ~~l t.Jit::- /~ witncso/;(-?S?>v: ~-f A-<J/;"" ./ -M NOTlIRY PUBLIC chanicsburg, Ph 17055 Cemmission Expires: 05/13/95 ~Ol-Allli;:.~ N"'" ~ ...'llQlUlt1 J~"'!l~: \). f,l9&- ... tqin' .1IJ~ ._<fIy 4. 1.0 -.... -.-- .-.. o A(;IlEEMENT nllllllE SAI.E A:liIIl'IIltCIIASE or ilEAl. I'~'IAI E IIIl\ 111I1U 1f"\llIlIlIIrllllrll ;lml "1'IIIII~nlllll, hul 11111 Ir\llllltlllll, lI't II) lIlflllll(!\ III tilt (iltOllrt 1I;\IIl\llIlI~ ^\\UdotUtlll III In^I.lll"~' [ M ,"" """ " . ] '"'' ^"'" "" "" ,." ^"'." ,,,. "" ".. ,'., ,:~'''" " '''''' ". - "^, , "::::,.,, "."".. "^ , "".~,:,,, """ ". -, Ihn A':It't'llltlll lllillte lhi, _ Ila)' III Hil)' IIJI6 I. 1'"INCII'AI~"i l1..llllnn,. I"KXJ{_K_X~Ut~JtX'X(9:~U:Il.XKXtiJ'_ J';\t.r.l('.ll1 ^._I\)U~li!'r J . 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Au",d''',h, Ihr, th.1I ...., "" ,lIftl .ha'....." I" tk1lfm,",,,,lhr ",1010 ,,' ....10'.1...... ollhr r""t1 U. "fiItU_'I'_M! T111~ "1,111' "II N' CflS'''IN..1II1 "'1lI111' .\liMII \11 NI III 1""1 N 1111'''1111 1l"'!o;IIIll!\1 " 111I111 Mtl !\ill III III II II 11M". 11111 IIl-\ 1111""". Ifill N"'ll". 1111'111"1 /'oIAIl"...... "1\" '" NI"'11l IIlN!llllu....., IIRAl lilt 011I1 "WI"I, III ^N\ I.lMI Yo 111\1'0111 ~I M tUNt "'ISINt. 1111' s"'I:.D.n.l'1 A\AIIAIIII.llln ItllSt_lINI"An. (1l11 Nllt W,lIe In This S)lace) lhl" I" . ItKIU) IllncllnK funlrlff; Ir nfllundr"lIllld. fUn\ult )IllU .Ilnrnr). In "1"1f_." Ih" I).. "n...., .n.I..,,> .m....I......" ,...,.,.. "'..... ...".....1," m!!!t'r" "..'''!I'ra''..... ,,,. r'''''' In.1 oI,'""'''''~.'' ."",,,,,,,,,,,,," IIt"nl'''' '4.It"UIr IIA\, ",...h,,,,.totS ....10 IIn''''n",II' .h.1I h,., I.... ''''mI' 1".1 ,,,r,,,,U"'''lt .".I",..J,,,, ,II,,, ",.""""h.c ..n, ~,,"...I"t.ll r.II... '" ,.""".1 ....'" "r~ ,,,.. '" "1" I M, 11l\...,I....~~""n.f. I~.. J""I" "'tft... ''''''''''''.I,.t..Ir..III .....,...1 MI..I.\.I,... ...,""'klr. 'I111or" _h''''I' '''''''4\' ''', ,I.. '"'' IfI. "I" ......, .,,11... . 'p'lt.t"JU'_)J {tt.IIf~I'""". _ Illl~lk~~',,' -""'~ ,........:..,~._._____ 1"'''11 lIIIll \""\1""""1 ./ ". ....... lIII........."\I"'"'''. Ill'H" .\1.\1, A.rrau\A.';.' \tllt. "'""1'110,...., .rr"'"'' OW'''.I ,h.. /jo'" ,HI. """f OJ .r;."61 "1''''1 112977 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX "k o NO. AA RECEIVED FROM: 6 ACN ASSESSMENT '=' CONTROL ~ NUMBER AMOUNT REAGER DAVID W ESQ 2331 MARKET ST Ivl .0, ~fC.;l. '.4 CAMP HILL, PA 17011 ESTATE INFORMATION: ~ FilE NUMBER Y 21 -1996-029/' 1:1 NAME OF DECEDENT lLAST) ~ MISNER FAY G II DATE OF PAYMENT m POSTMARK OATE COUNTY 55N 206-10-'1726 (FIRST) (MI) CUMBERLAND DATE OF DEATH m TOTAL AMOUNT PAID 'Io6,945.4l, DO REMARKS PATRICIA A ULOS5ER C/O DAVID W REAGER ESQ CHECKII 1060 '-' .' SEAl RECEIVED BY' " . "f- -5IGN~TUAE ",' ,. '/ REGISTER Or- WILLS MARY C. LEWIS REGISTER OF WILLS / ". " ,i /.. ' : t "--- - ~~."""li14l _'-l-T .~:. .:.:; I,~ , I'~ , ' (.,1..' REV-1547 EX AFP 112-951 ~ ! CO""OHWIAtlll Of IIIHHSVlVA...IA ~ ~ ACN 101 DIP.O'"INl Of 01 VI NU' . i;iO.....;1 ,,\., NOTICE OF INIIERITANCE lAX ,uouu Dr INDIviDUAl U" S ~/C..j ~ '''': APPRAISEHENT. AllOWANCE OR DISALLOWANCE ~~:~is~e~~~I", 111""0" '"if}" .' i OF DEDUCTIONS AND ASSESSHENT or TAX DATE 09-30-96 ESTATE OF M1SlfE'il= =='f/i'r==1.C"G'=' FILENO'. ,.0 -'2r(f6':029'1,=-~"--- DATE OF DEATH 03-27-96 COUNTY CUMBERLAND NDTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT. SUBHIT TilE UPPER PORTION OF THIS FORH WITH YOUR TAX PAYHENT TO THE REGISTER OF WILLS, HAXE CIIECK PAYABLE TD "REGISTER OF WIllS. AGENT" REMIT PAYMENT TO: DAVID W REAGER ESQ REAGER & ADLER 2331 MARKET ST CAMP HILL PA 17011 REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 AIIQunt R."Ht.d CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifEV:i54,nx-jiFP-n-i:95Y-iiOYiCE--oT-iNHERiTiiNci-YAiniPPiiAisEHEiii'";-jiLLOWANci-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MISNER FAV G FILE NO. 21 96-0294 ACN 101 DATE 09-30-96 If an assessment was issued previouslY, lines 14. 15 and/or 16. 17 and lB will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. AIIQunt of Lin. 14 at Spousal rat. (15) 1&. AIIQunt of LIne 14 taxable at Lineal/Class A rat. 11b) 17. Allount of LIne 14 laxable at Collataral/Class Brat. (171 18. Princlpal Tax Due TAX CREDITS: PAYHENT OATE 06-26-96 TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APFRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedule AJ Cl) 2. stocks Bnd Bonds (Schedule B) (2J 3. Closely Held stock/Partnership Interest (Schedule C) (3J 4. Hortgages/Hotes Receivable (Schedule DJ (4) S. Cash/Bank Deposits/Hisc. Personal Property (Schedule EJ CSJ &. JointlY Owned Property (Schedule F) (&J 7. Transfers (Schedule GJ (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: If. Funeral Expenses/Ad"'. Costs/Hisc. Expenses (Schedule HJ (CJ) 10. Debts/Mortgage LiabUities/Liens (Schedule IJ (10) 11. Total Deductions 12. Het Value of Tax R.turn 13. Charitable/Govarn"'ental Bequests (Schedule JJ 14. Net Value of Estat. Subject to Tax NOTE: RECEIPT NUHBER AA1l2971 DISCOUNT ('1 INTEREST I-I 365,55 CHANGED ,00 6.264,00 .00 ,00 9.960,44 42.450,00 ,00 (B) 58.674.44 9.824,98 109,55 1111 IlZ) 1131 1141 Q,934 G3 4B.739.91 ,00 4B.739.91 ,00 ,00 48.739.91 X,OO= X ,06= X .15= 1181 ,00 ,00 7.310.98 7.310,99 AHOUNT PAID 6,945.44 TOTAL TAX CREDIT !BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 7.310,99 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FDR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL OUE IS LESS THAN $1, NO PAY HE NT IS REQUIREO. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIDNS,1 " f"' 1..)0 RESERVATION: Eltat.1 of decedents d.,ing on or before D.ce.ber Il, 198Z ~- If an., luture inhr.lt In the .Itat. Is tunderred In pOlle.llon or enjoy..nt to Cla'l B Icollat.rall ben.liclari.. of the dec.dent after the ..piration of an., e.tat. lor Ilf. or lor ye.rl, the Co..onw.alth h.reb., ..pr.llly r..erve. the right to appral.. and a"." tran.ler Inherltanca la.a. et the lawlul Cia.. B (collet.ral) rat. on any luch future Int.r..t. PURPOSE Of NoTlCE: PAYHENll REFUND C CR) : OBJECTIONS: ADHIN ISTRATlVE CORRECllONSI DISCOUNT: PENAll'tt INlEREST I lo lulllll the r.qulre..nt. of S.ctlon 11~0 of the Inh.rltance and [.tat. ra. Act, Act 2201 1991. 71 P.S. S.ctlon 2140. O.tach the top portion of thl. Notlc. and .ub.lt with your pay.ent to the Regllter of Willi printed on the r.verle .Id.. .-Hak. check or .one., order payable to: REGISTER OF MILLS, AGENT All pay..ntl received .hall fir.t be applied to an., Int.r..t which .ay b. due with any r..alnd.r applied to the ta.. A refund of a taw cr.dlt, which wa. not raqu.lted on the Ta. Return, .ay b. requa.ted by coaplatlng an "Application lor R.fund of P.nnlylvanla Inherltanc. and Estate la." (REV-I111). Applicatlonl ara availabl. at the Ofllc. of the ~egllter of wills, any of the Zl Revenue Di.trlct OfficIS, or b., calling the IPeclal 2~-hour anlwering I.rvlce nuaberl for foras ordering: In Pannlylvanla 1-800-1&2.10~0, outside P.nn.ylvanla and within local Harrisburg are. e7171 787-8094, tOO' e717) 772-22~l (Ha.ring I.pair.d Only). Any party In int.r.st not .atilfied with tha appraise..nt, allowance or dl.allowance of daductlon., or .ss.....nt of ta. (Including discount or int.ra.tl al .hown on thl. Notice .u.t Object within .i.ty (60) days of r.celpt of this Notlu by: ..wrltt.n prot..t to the PA aePllrt..nt of Rnenue, BOllrd of App..h, O.pt. 2S1021, Harrisburg, PA HilS-lOll, OR -..l.ctlon to have the .attar deter.ln.d at audit 0' the account of the p.rsonal rapr..entatlv., OR ..app.al to the Orphllnl' Court. Factual .rror. dllcov.red on thl. all..,.ant should b. addr.'led In writing tal PA O.parta.nt of Rav.nue, Bur.au of Individual la..s, AllN: Po.t ASle.s..nt R.vi.w Unit, C.pt. 280601, Harrisburg, PA 171lS-0601 Phon. (717) 7S7-6~OS. S.. page ! of the bookl.t "Instructions for Inh.rltanc. ta. R.turn for n R.sidant Dac.dent" (R[V-1S01) for an a.planlltlon of ad.lnlltrntlv.ly correctabl. arror.. If any tax dua I. pllld within three (1) calendar aonth. after the dacedant.s death, a flva parcent (S~) dl.count of the taw paid i. allowed. lha ISX taw a.ne.ty non.p.rticlpatlon pan.lty Is co.putad on the total of tha taw and Int.r..t al.e..ed, and not paid before January IS, 1996, the first day after the end of the ta. aGne,ty period. this non'particlpation penalty i. appealabla In tha saGe Ganner and in the the ,aae tlna periOd a. you would APp.al the taw and lnter.st th.t hat been aSlas.ad as Indicated on this notice. Intera.t is charged be;lnnlng with first day of dellnquancy, or nine (9) Gonths and on. (I) day fro. the data of duth, to tha date of pay.ant. Tan. which beca.. delinquent before JanUllry I. 198Z bnr intara.t at the rat. of .1. (6XI percant p.r annUG calculated at a dally rata 01 .000164. All ta... which b.ca.. dallnqu.nt on and aftar January I, 19S2 will bear lntere.t at 8 rate which will vary Iroa cal.ndar ~aar to calendar y.ar with that rata announc.d by the PA Depart..nt of Ravenue. the applicable lntare,t rlltas for 198Z through 1996 aral ~ Inhr.st Rate DnllY Internt FActor ~ Int.r.,t Rnta DAllv IntAr.,t Factor 1982 ZOX .000S48 1981 lJX .000l47 19U 16;( .000ft38 IlJSa~1991 1I~ .000301 198ft 11;( .000101 1991 .% .000Z'-7 1985 UX .00Dl~6 lfJ91-199~ n .00019Z 1986 lOX .000ll" 19qCj,~1996 .% .000Z47 ~.Inter..t Is calculatad as follow.: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X OAILY INTEREST FACTOR -~Any NotlcR Issued alter the taw baco.a. delinquent will reflact an Intare.t calculation to fifteen II~J day. beyond tha date of the a,s.s...nt. If pav.ant Is .ada altar tha 1nter..t cOGPutatlon date shown on the Notic.. additional Inter.st ~ust ba calculatad. !5~S -3 BUREAU OF INDIVIDUAL TAXES IHIIUUlAHCI: lAX DIVISIIlH tM.lIJ. 180bOl IIAJlNISIlUNG, "" 1112a-Obol COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT ~,;;. (... *' '1f-IUIU''',".", DATE 12-26-2000 ESTATE OF JOlltlSOIl MARY C DATE OF DEATH 06-12-1996 FILE NUMBER 21 96-049(, COUNTY CUMBERLAND SALLV J WINDER ESQ ACN 101 701 EKING ST F Allount Re.,itted -l SHIPPENSBURG PA 17257 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, sublllt tho upper portion of this forI! with your tax pay.ont. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE'v :16'ii'i-Eif-AFP-m-:oiiY------...--iNHERii,'ANc'E--TAx-s'i'iifEH'E-NT-cIF-Ac:coiJiff--iii.--------------------- ESTATE OF JOHNSON MARY C FILE NO. 21 96-0494 ACN 101 DATE 12-26-2000 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF TilE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 06-30-1997 PRINCIPAL TAX DUE L.,__,. 20,600.11 PAVMENTS (TAX CREDITS): PAVMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) 09-11-1996 AA146716 447.37 8,500.00 03-21-1997 AA185302 22.37- 11,675.11 11-29-2000 AA451504 3.53- 3.53 TOTAL TAX CREDIT 20,600.11 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 · IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST, I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TN IS FORH FOR INSTRUCTIONS. I TOTAL DUE .00 PAYItENT: Detach the top portion of thl. Hotlc. and .uo.lt with your pay..nt .ad. payabl. to the na.. and Bddr..' printed on the rever.. .Id.. If RESIDENT DECEDENT .aka chock or .on.y order payabl. tal REGISTER OF WILLS, AGENT. If HOH.RESIDENT DECEDENT lUke check or .oney order payabl. to: COKHONWEAL TH OF PENNSYLVANIA. REFUND (CR): A refund of . tax cr.dlt, which wa. not requ..ted on the T.x Aeturn, .ay b. r.qu..t.d by co.pl.tlng an "Application for R.fund of p~.ylvanl. Inherltanc. and E.tat. Ta." (REY.1515). APplication. ar. avallabl. at the Dfflc. of the R.gl.tar of Will', any of the 25 R.venue DI.trlct Office. or fro. the Depart.ent'. 24.hour answering .ervlce for for.' ord.rlng1 1.800.562.2050J ..rvlce. for ta.pay.r. with .p.clal hearing and I Dr .peaklng n.ed'l 1.800.447.5020 ITT only). REPLY TO: aue.tlon. regarding error. contained on thl. notice should be addrelsed tal PA Depart.ent of R.venu., aur.au of Individual T...., ATTHl po.t AII....ent R.vlew unit, Dept. 280601, Harrllburg, PA 17128.0601, phone (717) 781.6505. DISCOUHT 1 If any tax due 1. paid within thr~. (5) calendar .onth. .fter the dec.dent'. d.ath, a flv. p.rc.nt 15%) dl.count of the ta. paid I. allowed. PENALTY: The 15% tax aan..ty non.partlclpatlon penalty I. co.puted on tho total of the tax and Intere.t a.,."ed, and not paid before January 18, 1996, the flrlt day after the end of the ta. aan8.ty periOd. INTEREST: Intere.t I. charged beginning with flr.t day of delinquency, or nine (9) .onth. and one II) day fro. the date of death, to the data of pav-ent. Taxe. which beca.e delinquent before January I, 1982 bear Interelt .t the rate of .Ix 16%1 percent per annu. calculated at a dally rat. of .000164. All taxe. which b.ea.. delinquent on and after January 1, 1982 will bear Intere.t at a rat. which will vary froe calendar year to calendar year with that rat. announced by the PA Depart.ent of Revenue. Th. appllcabl. Inter..t rate. for 1982 through 2001 ar.1 Year Intere.t Rate Dally Inter..t ractor Year Intere.t Rat. Dally Intere.t ractor 1982 2'X .000SOU 1992 9X .000247 1981 16X .000458 1993.1994 7X .000192 1984 llX .000301 1995.1998 9X .000247 19&5 13X .OO03S6 1999 7X .000192 1986 I'X .000274 2000 ax .000219 1987 9X .000247 2001 9X .000247 19&8.1991 llX .000301 --Inter..t I. calculated a. follow'l INTEREST = BALANCE OF TAX UNPAID X NU"BER DF DAYS DELINQUENT X DAILY INTEREST FACTOR _.Any Notice 1.lued .ft.r the ta. bacoaa. delinquent will reflect an Int.r..t calculation to fifteen CIS) day. beYond the data of the a......ant. If pay.ent I. pde IIIfter thtl Internt CaputlltJon date lhown on the Hotlc., additional Inter..t ~It be calculated.