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HomeMy WebLinkAbout96-00303 PETITION "'OI~ 1)lmUATE :lnd (;!{ANT OF LETTEns J./-/qq{o -303, /;\'a/l' "I All".. K. S"dll~ 111.\01..110"'" U\ . ~o, 10: Allce S, lIa I'd>, Ih'('('OH't/, Ill'~i\ler of "'il" fill Ihe Cuullty of CU1u1.H.:_rlauu____ III the C()flltlHlIl\\Cahh of l'l'l1n\yl\'ania Sacjal S,'cllri'y So. ()1)7-:JIl-'U22. I-hI.' pl'lilitlll Ill" thl' 1I1Ilkl'It!Ill'll rl"pl.~tllllly 'I."l'll"l.'III'" lhal: YUill pl'liliOlll'I(\J. \\110 j.... all' IS yl.ar.... III a!!l' ,U old!.'1 anlhl'l'\l'l.:llhrs .___.____ named illlho la\1 \lilloI'll,,' "ho,,' lk~l'lklll. dilll'd ...lIarclL2U_.II)1D- amll'lldkil'\1 daled ..... . __ .~.....____ .NJm:cl. "."'''11... . II/~'L~ N ~r""7,d,,,.-'_\Tq~1.13-.lj'I~. _._._ _.___ l\l;lll' !dl'\,lllllllllllll'l,lIhl'l, 1'.1-' 1<'lllllh't;lI11111, d",ll" 1'1,'\\',"111111,\.'1,',1 1>c.'I.."l'udcllt \\iI' dOl1lidkd ;11 "kath in ___ CUClbcrlauLL. _ __ _ _ COllnty. Pennsyl\'ania, with her la'l famil! ..r 1" iodp,,1 ro\idoll~o al .. ThL' 1\ lllanq'.llom... ..lID S. IInllov(!r Street Carlls1c,l'A170lJ ._ .. ._.__.___._. _ __._..._____ lbll -11\.'\,'1, 1111111111" ,Ill;! 1Il111l.lp;lill\1 Ikeondolll. Ihon _ _.81:1 . ._. !ea" of ago. died . Fc:brllary. ".L __. _.__.__ . II) 1)6 al _I/~_ IU4q'ft;: Hll7t~_~,,(.'c:.(j~k4l'rL___~~_______ ________ .__~_________P___._ . E\l,,:l'pl a... 1'0110\\'1 dl'i,.'l'dcllt did nut many, \\:1, lIot divoTl'cd and did Ilt1l ha\'e a child born or adopted afll'r l'\l'i,.'lItiol1 of the \\iII oHl'rl'd for prohatc: \\'01'" not fhe \iclim of a killing ami wa~ ne\'er adjudicaled in~Ollll"'I"lIl: m(\uil'd _Cl<lrenCG. 1'..1101 rd:L:O;".-",'nl)'" r_2B,__ 1.9311 Ik..:l'l1lh:11t .11 lkalh o\\l1l'd PU1I'H:r1Y wilh e...til11.11cd \"allle... a... 1'0110\\': (If dOllli~ikd ill l'a.1 AIII'Or\llllal PlllpOIlY (If 1I0t dOl11idkd in POI.) Pen.unal propcrty in Pl'nn,yl\"ania (1IIlt)1 dOllli..,:ill-d in POI,) Pcr'l1l1al propcrlY ill COUIII\ "alul' llf ll'al ,,"I.lIl' in Pl'lIn'~ "ania ,ittlall..'d a... lolh1\\': $ $ $ $ 98,000 () \\II1:KI'HIKF. 1'0liliono'l\1 r'''l'o"fnll! roquo\ll\) Iho I'lllbalo of Iho la\1 will and wdicil(s) prl"l'lIh:d lu:r,,'\\ith and I hI.' granlor 1l'III.'r... tl'stJlttll'_n_t_.:Jry________._____ Ihl.'lllll. li~"I.lIlll'lIl,II\; .1\.111111\1'110111\111 ",".I.il.; admlni'lfiuilln d.h.n,':,t.;!,) . 1:: ~! 2L/~c\!p,u~~ Herbert. . Spring Z- 1476 Cecil IlrivL' Streetsboro, Ohio /,1,21,1 --- D~' IC'1~ r)~" (1,0. i\:; r ~1. . t,\ _Ilrad _ ~~L -~llrin\. .__380ILSunseL_1ldv.., _._ .Vah'araisQ,_lmllill'o1 46331 - . ~- " j' OATil OF PERSONAL REPI~ESEi'iTATI\'E CO:\I:\IO\\\Er\I.T11 OF I'E\\SYI.\'r\;o.;Ir\ I J" HS COl. \n OF CU!'1~EgL~J!I2~____. I hl' I'l'lllil1lll'n,) ahllH'-n;lJ1ll'd '\\call') nr aHil'lll(...) thai the 'lalt:IlH.'I1l' ill I I H..' forc:going pelition arc HilI.' ;lI1d l.'lUll',,'1 hl 1111." bl"t 01 IlIl' "ntl\\k'dgl' alld hdid of Pl'lilioncrt') and Ihat a... pcr...onal rcprescn- liltiH'(.,1 lIt lhl' al'l)\l' lk.,."l..'lknt pl'liliOlll'I(') \\ill \\l'1I and Hilly adl1lllli"lll'r 1hl' l',latc according 10 law. .,/ (. .l. J I S\\lllll 11\ 111 allill11l'd and 'llh'l'lil'l'd ./l--":""~~.'_~!:~_ :.._...._.' ..,..~'J-__ ": .hOh"" III,' I~j' ~IL. 12TH ... C(~r"l Ilil\'l~'~{~~:t~~I\f.__ i' 7lrliLL'J( 1Cil..l'~ f.U. ~ tltiyfi,/J;.or_' __.m..:._..___ ~ J511Lc -10 l' (j MARY C. LEWIS Ilcol'lt'rr{5t () __On 2 No. 21 - 96 - 303 Estatc or All.'I' J.: ~p..t.l.n", . Ucccllsed UECREE OF PRonATE ANU GRANT en' LETTERS AND NOW APRIL 16, Ap!,l! 12 192i!-, in considcration of Ihe petition on Ihe reverse side hereof. salish,clory proof having been presenled before me. IT IS DECIWED Ihal Ihe instrllment(s) daled_~laJ:clL2C4.J91n described Iherein be admilted 10 prubale and filcd of record as Ihe lasl will of ...\l.i~_<;IH"-Hi!l-- and Lelters T.."tamClltaJ:.y arc hereby granted III lI(.rbur.t- -Sf>r-l nll-,!.nd IIrnd f qrd Snrlnl! ~. (d A(JL; 1) ftp,~ (Jf/J(lt flr/-;,. R"i,tcr of Will, ''fd MARY C. LEWIS FEES ; ) Probale. Lelters. Elc. ....... . . Short Cerlificales( 6) ... . . . . . . . Renunciation ................ X-Page JCP $ 200.00 L_JB.OO $-- $_3.:.00 TOTAL _ $~~BB APRIL 16 1996 .....,...,....',.....".......,..,.. ,\TlORNI'\' tSur. n. I.IJ. No.1 .~lJlJRESS Filed PIIONE 00 c- ~ :nif m 3 =._ tJ 00 !' lr.' -:> ;g ~. ; .~ r r. _. ,'\ :1' ..: -. :, - c- , N ~ ~I .- , .) :to <" r, \Q ,",,(1) )gl: Ut Ui 0 ~ (Xl Mailed letters and order to Bradford Spring on 4-16-96. 'I'll" 1'0 III\lllll\ Ih,llllll IId"1111111,'" 111\.11 Ht ~1\11 II '1 III "11:'111.11" 'III,. 1'1 .. ... r! It ,. I" ..I ,', ,ill Ld. til, I '.'. 1111 1111 " I" " ". ,il I.. I, j, , Iti 1 , I Illi " .' , " Idlll WARNING: Ills IIlcoallo tl1I1>"CIII" 1111' co"y hy "holo..11I1 ," I'110100flll'h. Ill' I,q 1111\ ,II llli, .I!' '\1'1 /,~'~\iiliiipi;;. '. . .,\' 'I' . '~~".' ,,~.~: I~> ~~. '''' !t."~,~. -.' '~l.') IU ,-M .Lot '~ '* ~l ,.. . . \ ",., " '. '/ '<;<' . - '.:,"11 " "'1' . "'i.' ".,.'I!/IHI ij\~:;,....' ~"'~~~"!'-'!"- ," (.. .'._~ .,-.P .~. \ . . . ~I \-,,_, ~~..\./'-.. {~\.":~",f I,,, ,11:1;:1,.11.11 ,'"J ,~. r-' (1 ) q /.: :J ._1 70 i'lll "'0" I).tll ;\tl "'O\IU,.... a" COMMOUWEALTH OF PENNSYLVANIA. DEPARTMENT OF ftEALTH . VITAL RECORDS CERTIFICATE OF DEATH 'w' I. Al1c~ S rin Ifnnlv u. ....'..,""_.. ""'.,.. ~1(1.J,.,,,..,,"'f1l" n.'((I(.(..'"......_ ~.._ ... .. .......U-L"L(lW.."...........'".' B8 ... u..()(N'.,... ---11.:... r Fer.1ilJe I 097 3R ')122 . F't'h. 21 IlJf)h AC.I'''''''',...1 .~,r"""ll ,........, '...-.I..""-r'"..." ~."",)f tlI...".,............. __~..., ..."..... ,:;")~,.,,.l. __[] ,Ro..o.,.ol..Ll co... ._. ......',.1 C/'JuOo',OOOl.'" 41 Cumbcrlnnr1 "",r ........._..~......._... ~_.,' l,.tf(;f""U~.~oO'I ';...:.::;:.;.~"'~"~.J.:;~ .. \\'hitc .. ....."...'.'11\.....'_ ...-..........-.- ~Mr\pIo", Wir1o\o'C'11 ..u......""'O..O'\lV'I, "'-~,.-.......... HomemaKer .. .... 1 Oscar C Ke 0 ....""......"......('.4....-. Alliance lIome 770 South IInnow'r ".....'1 r.., .,. [J.... ___.. -.- ~., -...... II. x: :::-=.:::.. vu....n ,......t ,'... ..."... ............__ ---...,. Sl. ,~ r"'.... ~!I~I!l~r Iund _ Cor.usk .....-...- Rrndrorr1 II. S rin !L..Emntf.:LllQli ....UOl.....'....I""".;""'IU""'_(.J'\..~\'......."..., ...'IM();;ICO~..~)...."i.~ ... ~....h. (.......... --' r:--;": C-''>:_', SoG...ljJAIO"vo.IP . , < q lOC."'''' c.,"'.... !lor. I~ c....... ...........-!OO...x~ ~"'r ,... f>'.~, ",.' '''' .......:.,- ......., (" VY'l'''''~''' .........c__.... (.....~., "'co...,.... .. Feh.21. )C)Q() OORlm I. ,.,Al1t~ ilOV Cemctl'r ...wt...:"..ut....UI)f''''..''. ~ . .,',..~, ',,,"'~l 10 (oS/\..) . . , . :~::,,~:7::::'::.~:~~'~_...-(:;;2r/;;... ~.........._~,-- ~....".M !=:~=.:.' =z;;~::.... ,~<-/'C ~V.u<-Z.~ : .........- ,_C~c:..::..":~~~.~~~_.._~:...J __ '_ -~~i_ ::;-.~"::'~; "'1l:..?:". '.j"",, . : ~~~a.:~-:::':,"~I c (1\,1/0,\#0....('.11'1 ~''>#'I ,.--;-- : '......\I._'L.U I " -~ ~ "l"I.U1\)"~"",;.",--,\ ......',I..(JOIU.'.. nO'IU'''./U,,' !''''I~'' ,'""", "'r~'I!\r",<')Aon .....-,IA._, co...l'trTIOt>IOtC.l,<\I ll'Of""" q{p . ~> ...^'........,.... (>ls.._........"""'...L'l.t......tO "",0 .... Li ,...[:J ..I'.... ,..~ ~,- U .... [1 .. ,..-.."", (J [J ... 1:1 ...ll '-'"'11.......""..'" r.......~...___ i"j !~I(;f.OO,I.J..;-.:;;;-;:;-;;~;;~_ ........_. ':- 10-'''' 1",_.. ~ /M C.1Il1"'..rt...."'....... .tt:."I'....a"."Itt&ftI,....,V_..."..\I_I,... .._ ..'_ ......,......._...,. ..._._, ...,4 ,.. ..',__........ ,.-..........,............"......_..._......'_""""............"'"'.. "llOtlOI/OIClOIC'''OU''''''IOIO'''''l('I'H ....'~r "..,.v'.... .. ...~ ."..."._.. -'.......... I._........'...-"O...I......_HI'__,..... ........1 ...._.......,_"........_'......... h,.f"I;..I....:1") fL "I' 1..\~fift~-:>(:rL'::'" -~[--- ~_-o.g__.__ ""l" "26- ' / "'.,~" "'V - .. - b ,/"1..1 t2___:t,/?_",-. "'-~.;'4.~~--- .....'...:J.D...f~\"'...'P'..'''oo(l(~..I\I'Rr U\f~ O' '...... 'or..,....,~. i"M~/r /!2' I'tc.'-",.,.; ~-.( M-~~~/~ ~.c<.u.~"~ C II '.,.! bO.- ". "I ~"I''''I;'; "._ ,..,.... '''fOlCU'.'UI!lf'''COfIOOiIIll O".............._"'"_.""........"...hO................._. 1111''"' 0"""'" I"hl_.. ,,,It......"'.... ."llIl~.,"'...C...I."I..... .............,.,H! n, ..f(..~..O..'....i'...""I..~".,.. <;. ,1(.,,' '\ - ~A;OJ 11....- '"' .. _\f....,"-~'i\.!.y~... " ~ {., IX) 'So: "- If) c,!!! Cl\ 0 () . lU5= CC . Q 'J .;l1> pU ti:;,^ N :.' ~'] C'O .... . ,- . (~ '9 ~, ~ .v_ I : u; C Ii) ~"..- .'".0 8 t6' ~ -=E CIla: ~8 a: Allcoracd Ollke of Rll{Ji~llj~ 01 Wills '96 APR 12 A9:sa Clar~. '-,. -'~, ~'.. C:JtJrl Cumboi,.I:l:i Co./ PA . 0 l' Cl\ ~ 0> ~ ~ ~ ~ ~ ..... .. el I.l )0 ~ " :z: a. S .J~~~ ~ H 1II .J g ~ >- . D: W .. . ! . !1. . oQ ~ ~ . : 1II :c ~ ! Z aio;,: . .... .... . .c u . z :.: III o . ~ 0 l> ..J Z 1II a :J 0( ): ... 14 ~ . .J < c( ,. " .J U Q. ~ 0( H ~ ..:l .. 0 < .. I.l .. ~ 0 ..;. .. 4J ~ '0 U Gl Gl 4J >< III 14 0 '. ".' ... LAST WILL AND TESTAMENT I, ALICE K. SPRING, of the Town of Alleg~ny, in the County of Cattaraugus and State of New York, being of sound mind and memory, do make, publish and declare this my L~st Will and Testament, in manner following, that is to say: FIRST: I direct my Executor hereinafter named to pay all of my debts which are legally due and owing at the time of my death, and my funeral expenses, out of my estate as soon as practicable after my decease. SECOND: All the rest, resirlue and remainder of my estate, real, personal and mixed, and wheresoever situate, over which I may have the power of testamentary disposition at my decease, I give, devise and bequeath unto my beloved husband, ALVAH H. SPRING, to be his absolutely and forever. In the event that my said husband shall predecease me or that we shall both die in a common accident or disaster, then I give, devise and bequeath my residuary estate afore- said unto my children, HERBERT SPRING and BRADFORD SPRING, or their children, them surviving, in equal shares, per stirpes. THIRD: I hereby nominate and appoint my husband, ALVAH H. SPRING, to be Executor of this, my Last Will and Testament, without bond and hereby giving to said Bxecutor full and complete power to sell, mortgaqe, lease or othor- wise deal with any or all of my real or personal property in any manner which he shall deem, in his own discretion, to be for the best interests of my estato. In the event that my sairl hushand :;1\" I J prr'r1"c"'l/lO me or shall fail to qualify as such Executor, thon I nominaL.. and appoint my sons, HERBERT SPRING and I3RAlWOIIll rll'lll Nfl, .... ~.' Executors jointly or the survivor, without bond and with full and complete power to sell, mortgage, lease or otherwise deal with any or all of my real or personal property in any manner which they shall deem, in their own discretion, to be for the best interests of my estate. FOURTH AND LASTLY: I hereby revoke all other and former Wills and Codicils by me at any time heretofore made. IN WITNESS WHEREOF, I have hereunto subscribed my name this .<t. U. _day of '??~.<I~/ , in the year Nineteen Hundred and Seventy (1970. tU.;. It- .1<. s f~ (L.S. ) WE, whose names are hereto subscribed, DO CERTIFY, that on the t<}; Ti day of )lh'd iI, 1970, ALICE K. SPRING, the testatrix above named, subscribed her name to this instrument in our presence and in the presence of each of us, and at the same time, in our presence and hearing, declared the same to be her Last Will and Testament, and requested us, and each of us, to sign our names thereto as witnesses to the execution thereof, which we hereby do in the presence of the testatrix and of each other, on the day of the date of the said Will, and write opposite our names our respective places of residence. /1 (' ~ / / / !J :"/~l / -.-: .k:. Yd:.(..,'- ~~_'<.~L' i/ .? residing .t a~rT7- 7(_ I ,J);>./ /)- ~} at /I;",{""" Ii ,:U) /t. .7- !/ residing - t::. - CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Alice K. Sprin)\ Date of Death: Februnrv 2i, 1996 Will No. 1996-00303 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.G(a) of the Orphans' Court Rules Wd~ ~erved on or mailed to the following beneficiaries uf the above-captioned estate on Hny ? 1, 1 qq(, Name Address Herbert Spring 1476 Cecil Drive, Streetsboro, 011 44241 Bradford Spring 3804 Sunset Drive, Valparaiso, IN 46383 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except Nn ~VN'P1'TnN~ Date: Hay 22, 1996 ) Name Rrndford Spring - t-::: \'~ 0 III ('4 Cl. ) I co N >:: <.- >::: " ; - t- o" VJ Ula; 9' ,;J :; a: UU Andress 1804 Sunset Drive Vnlnarniso. IN 46383 Telephone(219) 464-2574 Capacity: X Personal Representative Counsel for personal representative J',,,' DNO. AA 112731 II\lUI21IlM.&J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF RIVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '* RECEIVED FROM: & ACN ASSESSMENT I'l' CONTROL iii NUMBER AMOUNT BRADFORD SPRING I \) I "::>,uvu.uu 380'1 SUNSE. T DR I VE VALPARAISO, IN 46383 '.IOlDHflf ESTATE INFORMATION: Et FilE NUMBER 1QI 21-1996-0303 1:'1 NAME OF DECEDENT (lAST) ~ SPRING ALICE K II DATE OF PAYMENT B POSTMARK T COUNTY SSN 097-38-5322 (FIRST) (MI) CUMBERLAND DATE OF DEATH REMARKS BRADFORD H SPRING m TOTAL AMOUNT PAID ~5.000.00 VZ SEAL CHECK II 15518 I' . RECEIVED BY" I I , ... ;;(;NAI~R'f .I REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS "'" /' , , , " II . -- -._- ._.-. ---- . -- -- --. -.--. --.. ..--- --...M.-.... .--r.".,. .:::. 1l1'V ,~OO O. t' 'JAI .... ... ..""'" ucc:.&: .......u :C""" u"'~ ...", ... "" .... "'z ........ "'Q "'z Sf 1&- C;~.-/O I'OA DATU 01 DIATH AnlA 12/31191 CHICK HIAI II A SPOUSAL - POVIATY CA!DIIIS CLAIMID [ 1 IILI NUMBIA 21 COUNIY CODE .9.~~ orA ,.,'4,\ ,'~ -, .,.. INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) YEAR NUMBER 1996 0303 ... z .... Q .... U .... Q COMMONWIAlIH Of f'(W'l~Y1'VAt~IA OIPAIt1M(NIOI ,uvrtnH OlPI,,80WI HAIlIlISBUAG. 'A 1Il28 0001 OICIOl'il ~ ",,'-", I\An llll~' At.O '-",(lOll \I,II'AI! SPRING, Alice K. a/kIn Alice >Q{~~7~3~~~3~~ - ]"2'} ;tl/~6 1.1 ""1'("1111 ~u..,. lot, ~"Ju~1 ~ ......, n..,1 ',I~! ..'.1>... {'t'll "1.1 "il Ol{l rll 'I'''' (OM~111l AUUIlI ~~ The Alliance Home, 770 S. Hanover St. Carlisle, PA 17013 Counl, Cumberland .~I~"~u~~:((r"io:\~i_'~~~ucliO"\i ~~-- !"l 3. Remainder Return liar doTe, of deolh prior 10 12.13.82) [) 5. federal e,tole tOIt Return Required () 8. Total Number of Safe Depo,il BOlll8' S. Hardy j"7n~/'~7 .. \ '0":' "_"",,,,,uY~r' [ ] 2, Supplemental Relurn l>e 1. Original ReTurn o 4. Limited E,lale r.l 40. Future lnlere,t Camprami,e tfor dale' 01 death alter 12.12,821 ~ 6. Decedenl Diod le,late !] 7. Detedent Maintained 0 Living Tru't (Attach copy of Willi (Alloch copy of Tru'l) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: HAM! COMJ'llTf MAI\ltlG AODU!.!l Bradford H. Spring 3804 Sunset Drive "",.ON! NUMI" --------- Valparaiso, IN 46383 ( 219 I 464-5220 Z Q S :> ... c:: "" u .... '" 1. Real Estote (Schedule A) 2, Slacks and Bonds (Schedule BI 3, Clo,ely Held SlocM/Partnet\hip Intere'l (Schedule q 4, Morlgage' and Note, Receivable (Schedule 01 5, Ca,h, Bonk Depo,its & Miscollaneou, Pet\onol Property (Schedule E) 6. Joinlly Owned Properly (Schedule FI 7. Tron.le.. (Schedule GIISchedule II 8, tolol Gran Aneh (tolalline, 1,71 9, Funeral Expenles, Admini,trative CO,'" Miscellaneou, Expenses (Schedule HI 10, Debts, Mortgage liabilities, liens (Schedule I) 11, Tolol Deduction, ltolalline, 9 & 10) 12, Nel Value 01 E'tole (line 8 minu, line 1 II 13, Charilable and Governmental Beque\ts (Schedule JI Net Value Subjecllo talt (line '2 minu, line 13) Spou,oltran,fen (for dote, of dealh alter 6.30.94) See In,lrUClion' fa. Ar,plicable Percenlage on Reverse Side, (tnclude value, rom Schedule K or Schedule M.) Amount of line 14 laltable at 6% role Ilnclude value, from Schedule K or Schedule M.) Amount of line 14 laltable at 15% rote (Include values from Schedule K or Schedule M.) PrincipallOJl due (Add lox from lint!' 15, 16 and 17.) Credih Spousal Poverty Crodil Prior Paymenh ______0_____. + 5000.(jO.. None --$'" '6-'-- . -- ---. -,. 10 ,139.53 . . ~-_._~_.._.~-----_.__. None -----Nonc---.-~------ -----..-10;481~06-- (1)- (21 -- (3 ) (41 151 I b I ______4,127.41 ( 7 ) _-----'"!"I1_l!________ 5,758.14 (9) _ ___________._ (10) .___~~n,,______ (81 $120,748.00 (Ill 5,758_14 (12) . _.!!.~,_~89. 86 (13) None (141 114,989.86 0 x. = ---_._~~~._-- 14. 15. lb. 17. z Q ;: 18. c 0- 19. :> ... '" Q U >< 20. "" 0- 21. (15) None (Ib) 100% (17) None Discount + 250.00.. _x .Ob = __n_ ~,~99~_3_L o __x .15 = (IB) 6,899.39 Inlerest o (191 (201 5,250.00 If line 19 is greator Ihan line 18, enlM ,he difference on line 20, This j, the OVERPAYMENT. Ii! D'I4:r.n.'IIif;JI,.I.~I'II.'U'.'.I'I'lltIIlI!.'..'Itlr.r.Ir.1.TI.lll..1TI'I.i~,...I'111 1,649.39 lllir.e 18 i, grealer than line 19, enler Iho differ once on line 21. Thi, i, the TAX DUE. (211 A. Enter the intere,1 on the balonco due on line 21A. 121A) 0 B. Enler the 10101 01 Une 21 ond 21 A on U" 21 B. Th;. ;, ,h. BALANCE DUE. (21 B) 1,649. 39 Make Check Payable to: Resider 01 Wills. ~g.~t __.__~__________________._____-_______ ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDEANDTO RECHECK MATH-- ..c:-:.c: U~der penalties of perjury. I declare that I have eaamined thi, return, including accompanying schedule, and ,lalements, and to The be,t 01 my Ir.nowledge ond belief, ill\ truo. correct and complete. I declare that all feol e,tote ha, been reporled of Irue mafhl vclul' Declaration 01 preparer other lhan the personal repre,entativo i, ba,ed on 011 information of which prepare' has any ~nowledge ~~3:~~Ol::;[lr:s.~"~t;;"y:'::--AOO'h3b~l S(jN'F;V/(d,- \~~ Pt~'~/-\ '$C-~r ~ ---- DA;~;-!>: /9-;- ~jGNA'UIlIO" ~IIlOHHIlTHANIl(J~nn'lAll~~,. AI~l)~I~~ OAII . --I- - ~C:,~~3 , UTATE OF SCHEDULE B 1 STOCKS AND BONDS -"--"--" -'"_C~ O"'"~="""-"" '-"'-'="'"""=~""--~~==~-l'li:ENUMii"ER .IV, UO) II. l~ .61 JI~'~l\ -~ COMMONWrAUH Of '(NtWflVANtA INHUIIANCr 'All IUUIU4 IUIOEN' DIClDfNT Spring, Alice K. Alice S. Ilardy 21 1996 0303 a/k/a (All proporty lolntly-ownod wllh Right 0' Su,vlvorshlp mUlt bo dllClolod on Schodulo F.) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH I. Investment Company of America 4151.598 shares @ $22.76 Attachment B-1 $94,490.37 2. A. G. Edwards & sons, Inc. Account 027-603-823-14 Attachment B-2 ,lJ,649.16 Total $106,139.53 TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional shee's of some size,} S 3439 lilt' . Amrrlran ~ C .r-Hlli' Amt!r lcall rWHJS ~('F'V \Cl' Comp,:JIlV P.O. Bo> GOO'/ Indlanapol Is. IN 46206-6001 for il!l"l1lw/H' IfIf/"lfli''i JI/l"''>'-' ,'d'I' l1.wJ.. Accollnt Statement r[OHlJ^'~V 1~, 199G THE INVESTMENT COMPANY OF AMERICA Account No. 50942333 rune No. 04 Soctal Securlty or Taxpayer 10 No. 097-38-5322 l~eo, H.<<m. Nilm~ 'teg. Rep, No, Ooaler/Urancll No, AilS T AE 11 3GOool 410/003GO @ 1,1"1.11""11,1"1,,,11,.,,111,,1,,,11,,,11,11,..,1,,11".11 ALICE SPRING HARDY C/O BRADFORD H SPRING 3804 SUNSET OR VALPARAISO IN 46383-1833 SMITH DARNEY INC. 202 WEST STATE STREET P.O. DOX 1110 OLEAN NY 14760-1 I 10 Summary FOR AROUND-THE-CLOCK ACCOUNT INFORMATION AND SHARE PRICES... PLEASE CALL AMERICAN FUNOSLINE AT 000/325-3500. FURTHER INSTRUCTIONS APPEAR ON THE BACK OF THIS STATEMENT. Total Shares O.neo In CertIfIcate Form 4.151.598 50.000 DIvidends (reinvest) and capital gains (reinvest). year-to-date Transactions Posting Trade Dollar Share Shares This Shara Dale Dale Transaclion Amount Price Transaction Balance BEGINNING BALANCE 4,425.066 1/15 1/15 AUTOMATIC WITHDRAWAL 3.000.00 21.230 -141.309 4.283.757 2/15 2/15 AUTOMATIC WITHDRAWAL 3.000.00 22.700 -132.159 4.151.598 .'" ,I ,J,', ,',../. i',' ,;' ir'!"" .,'oJ ..;.;~ ," .',". ',. ,." (," . e!, '. ,..'; ,. ,/.r, .'-'1" ,I" ,......, . .. : ;' {~ I , \ . 695533 010 OC 1111. . ~c ~~ ~ Use this form to make an additional investmentlsl in ~ your accounlls} or to change your address 4.1"'!1' Account Additions/Address Change THE INVESTMENT COMPANY OF AMERICA Account No. 50942333 ALICE SPRING HARDY C/O 8RAOFORO H SPRING 3804 SUNSET OR VALPARAISO IN 46383-1833 To invest by mail Please mclude yuur account number on the check and make it payable to Amellcan Fumls Service Company Please do IIor send cash. Amount of check $ Pleaso show new address below: 1,1"1.11".,1,111.,.,1111,11,,11,.,11.,,1,,,11,1..1 AmerIcan FunOs ServIce Company P.O. Box 6007 InOlanapol1s. IN 46206-6007 $1fel~1 CII~ S!.tl!~ !1~1 Clll~r:h 11l'rl' if yn!lI1,I\ll~ lltlwl A!1l1'rlCdll rllllll~; iH:C01l0ts See reverse Stwl!hntdl!r \ Siljll.ltiJ!t e,l~I' 0000 46130810 000509423337 0000004 To contact us by phone Please he SIlIl! 10 liil'..'tl VOIJl ilLrOIJllt IIlJ1nht~r, IlIlHllHl1lltWI (rclel 10 lhe [I~~t llelow) .1lHllJelsonal ulcnllllcahon number (1110 10151 Iou, dl\l,15 01 YfllII Son,ll St'nllllv OII,I.p,IYI'1 ID ","nhr.lI handy. All olre 5hown un Ihe honl ollhls slollemenl . American runllslllle (~,1 hOlllsl Please use 1I11s i1ul(Jll1i1h~(j If!spl)rl~t~ ~,I~''JIU~ 10 . chec~ current shale pflCi~S . check yom clInen! Stl,llfl hal;Hlce . order duplicate ~;1.11cmcI11$ . conllrm your 1ll0!illcccnt tliUlS.1cllOn . le(leem (sell) . exchange shares . reOldel checks . To exchange helween 01 redeem horn YOlll olccollnls . FOI retllemenl plan inlollnolhon lIt Capital Gllardlan T,ust Company IS Irllslee) . For other retllemenl plan mtormolllon . For Olher 1I1qullles ahollt YOllr eXlslmg accollnl . Outside the conlmental U.S.. please call To transfer or redeem (sell) 80U'325-:J590 (Ple55 I olndlhen Ihe ' hulllJn) (press 2'1 (prc~;s 3') (press ,I') IPless 6') (pless 7t) (press 8t) 800/,121-0180 800/421-0180 (Ihen press 3) 800/421-0180 (then press 1) 800/421-0180 (Ihen press 1) 714/671-7000 (collect) Please send a lellel telling liS YOlll accounl numhC/ and hOl'/many shares or dollars you'd Irke to Iransfer or redeem (Sell), The leller must be Signed hy all regIstered account owners The slgnature(s) must be goaranteed by a lederally insured bank or savings association. credit ulllon. or memher 111m of a domestic stock exchange or Ihe National Association of Secullties Dealers, Inc., that IS an elrglhle gllarantor msliluliOn. A notary puhllc cannot provide a signature guarantee. A signature guaran- tee Is generally not required lor redemptions ot $50.000 or less provided the check Is payable 10 Ihe registered account owner(s) and mailed to the address on the accoun!. The fund reserves Ihe right to require a signature guaranlee for any redemption, II you Wish 10 redeemlsell) any share cerlilicates. please include them - unsigned - with your leller. For your protec- tion. \'Ie recommend you use registered mail II a Iranster or redemption mvolves corporations, trust accounts, custodians. other special registrations, or the death of one of the registered owners. please call us at 800/421-0180 for additional information. Important notes Please revle,', thiS statement and contact us promptly if there are any discrepancies. Mandatory wlthholdmg may apply on \'/ilhd,awats and diVidend payments tram your account. If this statement does not show your SOCial Seclllily or taxpayer 10 number, YOllmust send us a signed Account Application or IRS Form w.g providing your number or you may he sublect to backup \'/Ilhholdmg lor federal income laxes. If this state men I is for a retllemenl plan. please note that we are reqUired hy law to withhold federal income tax from with. drawals unless you have IIlstructed us otherwise. Wlthholdlllg rates generally range from 10% to 37%, depending on the plan and the type and amounl otthe \'/Ithdrawal. All amounts \'Illhheld arc credited against federal income taxes due, If you elect not to withhold. you may be responsible tor eSlimatedlaxes and assOCiated penalties. To add to your account YOII may quahly for reduced sales charges throllgh the light-ai-accumulation privilege. Please list all your existing American Fllnds accounl numbels lIelQ','I. Please IIse 111Is slllll only for addless channes and/or addmg 10 ellher the account on the front of this statement and/or eXlstlllg ,lccounl(s) In tile tllnll(s)lnd1catell below. tI you \'/lsh to open a new account III any of the other American Funds. you mllst Iirst ohta", a plospectlls hom your secufllies dealer 01 tlnanclal planner. s ! tJ,~J'.H" , [";,,':,1h firrI11;,' S fl,nl.,"'''''.!,j',''_''',!:.r',thll 5 AMCAPfUlIoj 1021 AlllellCJIl BJIJI1{t'<J 111'1(111) Am~"(Jn Hl~lllf1ton,~ T!((,! (21) Amt!lcanMul'J.llfllllilIO)i Bon.:! fundoll.lll{'l:(,lIO!:!1 CapllJllncome 8:1,1(\,'1112, C,lpll~! Wllrl', 8;:11'1 IIJl1'I ':\11 CJj\tl,IIWuridGIO,',1I1,l!ll1 Incon,,,rlinrltJ3, CJ~II P.1qrnl 1'11(\ 01 An~t'(.IIIl'Ji S s G"""t:i I UI~J [;1 t.,,':d ,.1 !~'" s ~ "I. ~ r',,' f 1;"'1 (;! ,',,, ,," ,,' .\ ,':!~' s , I" r'"" ',L.l~ ~ :-: ,"It,-", .1';':;' .,....",...:r,' l,,!,.:.,,::,.:,r,!.f"""'l.l s t1,' \ I ,.' j "f :."..,-(.1 ,~,1 i r,.'., I;" ". i (,/''.1 ' ',~ AJS 10111111 ')o;)fI4.\')(l r;"..:I'I'I~Fcll',efll"d(Oll s___ S___ S__ S S ____ S__ S ~~_______ S ___~.____.. S ___.__ S..____ "1f "1 ~NAllGAP WOthj funcllJ51 T,ld1I'f'I1t!1 Bond fund 01 Amenca (191 T,\. t...mpl Funil 01 Cal,IOlnlJ 1201 T,l..[.~ml)l Fund 01 '.'JI',I,It1d l2.11 T.lIfll:'1'IplriJMOlV+rIJ1n1JI25l T".' ,,':'~p!,'v.,,:,.' ruM 01 Amellca (39) J S G:;,.l 5~Cill'~jCS Fund (221 U S T!~"'iJ:. 'hr'~f lu,1:1 01 Arllj>lIca 1491 W'\'!';~Q!t'l J.'liliJ.llln,eslors FllnlJ 1011 ':.'I"'l",",jJ).1, S ! ~.GEdward~~ffi~,tlf.~lR~; 7/25/96 1I.1lXI Mi\\i\\ippi Sire" ,\krrilhi/l,'. 'fIlUilI'" 464/11 ,~,y) 7.111.641XI Bradford H. Spring 3804 Sunset Drive Valparaiso, IN 46383 (B-2-) Re: Aeet.# 027-603-823-14 Aliee Spring Hardy & Bradford II. Spring JTTen 3804 Sunset Dr. Valparaiso. IN 46383-1833 As of2/21/96 the values were: ~ 96 1/2 4.825.00 5000 Cleveland E1ec. ll1uminating Co. 8.375% First Mortgage 12-1-11 Daily cash Accumulation Fund 6000 Public SVC Co. Indiana 7% 1-1-02 First Mortgage Bond Series S I 991/2 Total Position Value 854.16 5.970.00 11,649.16 Sincerely yours. '?~~ Frank Mullin "Calumet Region's Largest Full Service Broker" ~ ~ Ihe PHI, 1'1.101\' I~ ,I ~\'\\ 'nl"IIII,1 \dHlllll~h't,'d ''''1 1 Ill' \1'\\ YPl., \I,llt-llllIl'l,illllh'IIIlI' '\"11\.1,1110111111. lh IllIh'l.lllllln till S11Pl'll11 ~'h'l\ lu', Ill. . ,I Sl'\\ Yllll. \11'11111,1111111 8 ALICE SPRING HARDY % THE ALLIANCE HOUSE 770 S HANOVER ST CARLISLE PA 17013 PREPAlO FUNERAL TRUST F1JND FOR TIlE DEIIEFIT Of' Alice' Sprin'1 H,udy PLEASE REFER TO THIS Accoum NUMBER I" ALllrIQUIRIES.....,.......... ACCOUNT NO.: 9513402357 ALL INQUIRIES ON THIS ACCOUNT SHOULO BE DIRECTED TO THE FUNERAL HOME WITH WHOM THIS ACCOUNT WAS ESTABLISHED. SUMMARY STATEMENT J.l-.'TRO-MCINTOSII.SPINK FUNERAL HOME, INC 646 ESTATE ST OLEAN NY 14760 FutjERAl HOME 03/04/96 097-38-53221 95134 STATEMENT DATE SOCIAL SECURITV tJO. ACCOUtn UUMBER DATE TRANSACTIDrJ TYPE DOLLAR AMOUNT ACCOUNT BALANCE OF TRANSACTlor, YOUR OPENING BALANCE > 4.042.06 01/ll/96 NET INTEREST 17 .85 4,059.91 02/29/96 NET INTEREST 15.54 4,015.45 01/04/96 NET INTEREST 2.21 4,017.66 01/04/96 DISBURSEMENT FROM ACCOUNT -4,077 ,66 0.00 i I I I I !n~______ U__LH i YOUR CLOSING BALANCE --. ------ . -~--~-:> T ~~,pB~~Tg~1t~mN >1 0.00 2S-647410B DEPOSITORY: NATIONAL WESTMINSTER USA 1'...,1 h'., "". ".,..' ".., ,.,';:1 "AI Ul~, I ,.,~.,.,t .\0" I t. ."...' ",,'''1_ , hI! 11'.1';1 .', ".. "", J ,." I" "LClI~LlH ';",,,.., "-(.."'t",,,,,!,"",,..",,I' ,,,'" 1099-MISC I I COIHiLClED "I clr,d,'<I1 . , .I I" . ~ " .1 ft'<l('l,llmcClm"I;'Ilw,lhheld !J 1'''''''1\''''1'' ""i' s s h '..,. ,.: '.' ," ,.. ;","',' , 'j""l '," "V".,,'" c_ ; II ',.1 "_.' ;,.',...." ,",h." .1 ~ . .I, , ,~ .'" I. .. . , 9 I d.' '''' !. : "., 1 '.,~ roO'"..,." , . s 1',1"',',,1'" ""I", 10 " I ''',.J' '1-' ,,1 lI't," ", ''',",''..1 S 1;0 '.' I'",'.. I.,.,.,.",,:., " IE-~ I CAlEUDAR YEAR -0 Ih', l~, ,'lll)l,It.I'llln_ 'n!<)"ll,lI~J'\ ,HId IS l;.'H"-1!lillH',h',j 10 1I1e 1'ltdn:lIFk'o'i'llUO ~;"'.,c" 11 ,-011 am Il''l\l''l'd "1 Ill,' a II Il,ll\ .1 I\< '~~l' 'lICH I" '1,1!!, 01 ,_,ttlcr -,.I'''!' '11Ill,L', be Il"f"l",'d c,n ','.'11 II IIll!! H~ (,11W' h !d'.lt",. ,wid II'" ilt; ,j,"II"\llIo)5 H\..I ,111.1', 1\0,1 t~'.m If'pofl"ll ["I"'".''' '''' 1'. ,',h',."'.I-l..,..",.";.' o CORRECTED (if checked) 1 Itcnts OMS No. 1545.0115 (koop lor your records) PAYERS name, slreet addf05s, city, slate, and ZIP codo ,'.,\tl/.'.!L "1'1."I.LI~ '-l....I'~I.t ~~I,"LLIL ~l~LL ~.~. -~^ "~; ~LL~ILn, l~)~~ 11~~L-~~cl Lu~~Y 4~fJ~ PAYER'S Federal identrficallon number RECIPIENT'S idenhl.catlOn number it.-w4-L";c"':~ ~ JI-J~-'~J,~ RECIPIENT'S name, street address (including apt. no), City, slalo, and ZIP code AL1L.. ~IJr.J.l,~ t-~."\L't L,~ Lk~~tut~C ~ ~t~ll\~ .J":;Y'I .)..Jf,~LI ....r<4JL \~L~"kAl~L Account number (optional) ~L~~.' ~1~'O~~C'4 lli '1~ JG') .l'- I.h ill 5 2 ROYl1lllcs 5 lJC.1"; 3 Olher Income $ Copy B For Recipient 4 Federallncom. tll wllhheld 5 $ .vu $ 6 tJtdPcat a')d hea.'ttl care pJrr.enls 7 $ 5 Fishing boat proceeds Noncrnployeo compensatIon 8 Subslitulo payments In lieu 01 9 dIVIdends Of mlcre!.t Payer mado direct sales 01 55000 Of more 01 consumer p'oduCIS 10 a buyer 0 {rm;'plonlllor resale .,. $ 10 ClOP InSUfanCe plocceds 11 Slate mcome 1.1. Withheld S S 12 Slale Payers Sldlo number .IL 1 .!:)a:;."t~ CORRECTED (if checked) PAYERS n,lnlC 5tr('('1 .ldrJt('S~ City :,l..!c "nd ZIP codn , l h .' ~ .... ! L I I;.... I.. l L I'~ ~ .#. I , " r t Lh6,,,,,,LJ.t t L L; I L... i L.ld..': II.),.,; . I. . ,.,.1 I.... J .. ~,,'" '. 1'~ , L", , i' 1.......'..4 PAvERS redtlra! id....r.I,lcallo'l n:I'Tl~' RECIPIENT S uJonllkal,oll nwrohcr ;l-\....(vll.-) l....,;-;..-.~,t. HEC1PltNT'S na'l1f'!, s!r('el nddrl'SS l'ICI(,d;!1t} apt ..0 \ crt,. ~:,IT" ;In:l ZIP corlt' I L . l. I. ? II' 'i'" I. t_ i ... ~ '--I'" ,.,,..lll...l t "".,...!,. - (,~, .....'..l ...1-1 I'" ,,~LI "1' ,. .I..L ." 1 '. . '. ~ At .:ounl n.II'll.'" Iq:,IU'~,I: \.l. i' I. I t4.1 L. 1 _.....; I. , ,~ ~ '- l ,: a." 1 n.'llt'. OMB No. 1545-0115 s 2 floya':'p,; Copy B For Recipient s .J ... i.. . ..'~ 3 0:11.;'r ,nCOlr:I' s 4 Fedl!fallncome tal withheld 5 FI<.h"1g b(':il prac"I'd,> S 5 -.... 6 1,1"c.,: I' \~~ !'<:"I':" C.l'~ rlilv~r~' 7 'l')f1f!"'lpt",l'<> cr:I"I)l~"'..1!f0l"' s s 8 Sdt;"~'~II'e p;,,''''l'fll'. I" I,eu ('\f 9 PJ('" Q",l.:P ':'I'C! '.:,tll,> '.~' (:'.'J'_'~~S (:-' ''''fI'l'S! S~ (jl{' (l' '!'C", (.t ('0"<;\1'1'." J":"'.,o..ls 1(' ) ~)'.J'l"" 5 'I':':; ...,,:, ty '~""l"'" 10 \ ',,- p ."'",' .1""" l~':Ji ",'J" 11 S',,-.-, ,"r."'.' ',,,,,."'...,, I ---"1 :. ..l.. l ~ I s s 12 ~I:'\'" P,l."'~', ',.!,II,' f',,'pL." j,' I . Foom 1099-MISC Miscellaneous Income [~'IH'!".""'~ It.. l"',,,~,y I''',.,.,... H.",..,".:,."'" CALENDAR YEAR !"1'l~ This is important tax InformatIOn and is being furnished to the lnternal Revenue SeMce. If you are required to file a return, a neghgence penally Of other sanction may be: Imposed on you If thiS Income 15 la-able and the IRS determines lhat It has not been reported (keep lor your records) Form 1099-MISC MIscellBne9us Income ~04""'fr"..., ......,.., 11....- s.mc. CALENDAn YEAU , ~ ~ lhl~ 1$ 'lll;Xi'l.l~t tal I:~'orfna:l()" ilnd IS be"O 'Ufl"'I~,t~(!\~ 10 lhi -t..!("nai R,:!'ler;ue S~~ ,:C(' il yOll d'e '(-:;cj'red to hie.\ 'l,t,.,'T n n",J~.qflnc(' r:~"~J~~i cr 01hi" '0,,\' L~" ,nd, tiC ,.::,",[i,I""o . ., .', '<l,.l~)'(' ,1'":: :. " ,;1 ,; ~,,:,:'f'" ~;!:, ....,"..l;..,-,.t:-f"'... ''':,~!':r '~ 9B92 l'lll' . Ament'an ~ (,1"01111 Amor1can FunC1s Sorvtcc Company P.O. Um 6007 Inalanapol Is. IN 46206-6007 For Itdel'lwllt~ illlfo;rlt'.'i IJ/t.'ilSI! Sl~e lweI< Account Statement r EUllUARY 23. l!l96 THE BOND FUND OF AMERICA Account NO. 199214192 Funo NO. OB SocIal SecurIty or Taxpayer 10 No. 097-3B-5322 Reg. Rep. Name Reg.Rep.No. Oealer/Branch NO. MULLI N 027-014 25440/027 I F- \ I 1,1"1,11""11,1"1",11..,,111,,1,,.11.,,11,11,,,.1,,11",11 ALICE SPRING HARDY & BRADFORD H SPRING JT WROS 3B04 SUNSET DR VALPARAISO IN 463B3-1833 A. G. EOWARDS & SONS. INC. B300 MISSISSIPPI STREET MERRILLVILLE IN 46410-6316 Summary Total Shares O.nea In CertIfIcate Form 59B.609 .000 DIvidends (reinvest) and capital gains (reinvest). year-to-date Olvldenas: SB6.11 Year-to-Date Total SB6. II Transactions Posting Trade Date Dale Transaction BEGINNING BALANCE 1/26 1/25 INCOME DIVIDEND 2/26 2/23 INCOME DIVIDEND Dollar Share Shares This Share Amount Price Transaclion Balance 592.382 37.02 13.880 2.667 595.049 49.09 13.790 3.560 59B.609 .../ . . ~ I;:. I \ .~. I . , . I,"., '1 ~ II" . 695533 015 R 1 Alllcncan Use this form to make an additional inveslmenllsl in ~ your accounlls) or to change your address ',"'lll' Account Additions/Address Change THE BOND FUND OF AMERICA Account No. 199214192 ALICE SPRING HARDY & BRADFORD H SPRING JT WROS 3804 SUNSET DR VALPARAISO IN 46383-1833 To invest by mail Please include your accounl number on the check and make it payable to American Funds Service Company. Please do not send cash. Amount of check $ Please show new address below: 1,1"1,11",.1,111""11",11"11,,,11,,.1,,.111,,,1,,.1,.1,11 AmerIcan Funds ServIce Company P.O. Box 6007 IndIanapolIs. IN 46206-6007 Stwcl Cltv Slale I'll Check IH~re If YOll h;lv(~ otlwf AIlH'riciln Funds accounts, See reverse. Shaleholder'sS'gfl.lI111C O,lle 0000 09787310 001992141924 0000008 IS', 'l ~ -It) COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF ~EVENUE 0- *1' BUREAU OF INDIVIDUAL TAXES IHUlRlTAHC[ TAM DIVISIOM DlPf, zeobot HARAISI~a. PA 111:1-0&01 NOTICE OF INHERITANCE TAX APPRAISE"ENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESS"ENl OF TAX 02-25-97 SPRING 02-21-96 21 96-0303 CUHBERLANO 101 Allount Re.it t.d "t,I'" II '" III.'U ALICE K BRADFDRD H SPRING 3804 SUNSET DR VALPARAISO IN 46383 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifE.i=i54"'i"EiCiiiiP-ii'Z:9i.TNOi''iCE--oj:-YNHEiiii'AHCE-YAic-APiiiiA'isEHENi'-,--iiLi."oiiANCE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SPRING ALICE K FILE NO. 21 96-0303 ACN 101' DATE 02-25-97 If an assessment was issued previously, lines 14, IS and/or 1&, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. A"ount of Lin. 14 at Spousal rat. (15) 16. Anaunt of Lin. 14 taxable at lin..I/Clals A rat. (16) 171 Allount of Lin. 14 taxable at Collataral/CI... 8 rat. (17) 18. Principal Tax Due r TAX RETURN WAS' (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R.ol E.tot. (Schodul. Al (II 2. stock. and Bondi (Schedule B) (2) 3. Closely Hald stock/Partnership Intar.st (Schedule C) (3) 4. Mortgag../Nota. Racelvable (Schadule 0) (4) 5. Cash/Bank Deposits/Hlsc. Parlonal Prop.rt~ (Schedule E) (5) 6. Jointly own.d Prop.rty (Schadul. Fl C61 7. Transfer. (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral E~penses/Ad.. Costs/Hisc. E~panses (Schedule H) (9) 10. D.bt,'"ortgog. Li.bilitl../Lion. (Schodul. II (101 11. Total Deductions 12. Het Value of Tax Return 13. Charitable/GovernMental Bequests (Schedule J) 14. Not V.lu, of E.tot. Subjoct to To. NOTE: TAX CREDITS: PAY"ENT DATE 04-12-96 11-19-96 RECEIPT NU"BER AA112731 AA146959 DISCOUNT (.1 INTEREST (-I 263.16 .00 ( I CHANGED .00 106.139.53 .00 .00 10.481.06 4.127.41 .00 IBl 5,758.14 .00 Ull U21 USl U41 .00 X .00= 114/989.86 X .06= .00 X .15= U81 A"OUNT PAID 5,000.00 1,649.39 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND FEN. TOTAL DU" HOTE: To lnsure proper credit to your account, SUbMit the upper portion of this forM with your tax paYMant. 120/748.00 G.7GR 14 114,989.B6 .00 114.989.86 .00 6.B99.39 .00 6.899.39 6/912.55 13.16CR .00 13.16CR o IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN tl, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl/ YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. I nn t.- 0, . , , . -.:.1 .1 :1] "'" . ~ .., , , '.J ,,-, .J' t:"j RESERVATION: bhl.. of decedents dying on or before Oac.atMr ll, 19U .. If any future Int.r..t In u,. ..tat. I, 'rMlflrr.d In pa.....lon or .nJov.~t to CI... I (col1.t.rel1 ~.flcl.rl.. 0' the dlcldent alt.r the I.pltatlon 0' any I'l.t. for I1f. or for y..r., the Co..onw..tth hlt.by IMpr...ly tIS.tV., thl rlOht to appral.. and ...... tran,'.r Inheritance Ta... at thl l.wfu\ Cl... I (col1.t.rall rat. on any luch future Int.t..t. PURPOSE OF NOTICE: 10 'ulflll thl r.qulrl.ant. of SactJon Zl~O of the Inherltancl and E,t.t, la. Act, Act ZZ of 1991. 7Z P.S. SKUon ZlU, PAytt[HT: Detach thl top portion 0' thl, Hotle. and lubalt with your ply..nt to thl Rlgllt.r of Will, printed on the ravar.. .Id., "."eka check or ~y ordar payabh tOt REGISTER OF MILLS, ADENT All Ply-.nt. r.c.lved shall flr.t b. appll.d ta any Int.r..t which .ay b. due with any ,...alnder appll.d to the t.M. REFUND (CAh A rafW1d of a taM credit, which was not r.quest~ an the T8M A.turn, eay be ,..que.tad by coepleUng an "Application for Aafund of PennsYlvania Inharltanca and Estata TaM" (REV-IllS), Applications ar. available .t the Offlc. of thl R.gI.t.r of Willi, any of the ZS Re~~ DI.trlct Offlc... or by calling t~ specl.1 Z~-hour ans~rlna s.rvlc. ~r. for for.s ord.rlng: In Penn.ylvanl. 1-8DD-S6Z-ZD5D. out. Ide Pann.ylvanla end within loc.1 Harrl.burg ana (717) 787-8D9It, TOO' t117) nZ-ZZ5Z Cllaarlng Iep.lr.d Onhl. OBJECTIONS: Any party In Int.r..t not ..tl.fl.d with the appr.I....nt. allowance or dlsallowanca a' daductlon., or .......ant 0' \eM Clncluetlng discount or Int.r..t) .. .hawn on this Notice ault obJ.ct within sIMty (60) dan of receipt of this Notice by: ADMIN ISTAATIYE CORRECTIONS I --wrltt~ prote.t to the PA Dlpart-.nt 0' Rey~, loard of App..I., Dept. ZII021, HarriSburg, PA "'''cUon to haya the .attar d.ter.lned at audit of the account of the p.rsonal raprllent,Uvl, --appa.l to the Drphan.' Court. 171Z8-1DZ1, OR Factu.1 .rrors dhcover'd on thh a......ent .hould b. .dd,.....d In writing to: PA a,plrt.ent of Rlv.nue. Bureau of Indlvldu.. TaM.', ATTHI Po.t A.......nt Rlyl.", unit, D'Pt. 210601, H.rrl.burg, PA 17121-0601 ~ (7.7) 787-6505. S.. peg. S of thl booklet "In.tructlon. for Inheritance l.x R.turn for. Aa.ldant Decedant.. (AEV-15D1) for an ..planation of lldalnlstr.tlv.h correct.bl. .rrotl. a I SCDl.MT I If any tax due I. paid within thr.e (S) c.l.ndar aanth. aft.r the dac.~t"l d..th, a flye p.rcent (5~) dl.count of thl t.x paid Is .1I0w~. PENAL TVI ThI 15~ teM a.na.ty non-participatIon pan.lty II coeput.d on the tot.l of the ta. and Intlr..t ......ad, and not p.ld bafor. January II, 1996. the flr.t day .ft.r the .nd of the t.M aan..ty p.rlod. Thl, non-partIcipation pen.lty I. appe.lable In the .... .ann.r and In the the .... tl.. p.rlod as YOU would app..1 the t.. and Int.r..t that has bean .....HCI II Indlc.t'd on this notlc.. INTEREST. Intere.t Is ch.rged baglMlng with first d.y of dlUnQUWlCY. or nine (9) aonth. and one (1) d.y frOll the d.t. of de.th, to the data of p.,.ant. ,.... which bac.. delinquent before Jenuary 1, 1912 be.r Intar..t at the ".. of .Ix (6%) percent p.r annu. c.lculat.d at . d.lly ret. of .000164. All teM" which bec.. delInquent on and .ftlr Jenuary 1, 191Z viii baa I' Inter..t .t e ret. which will vary fras cslander ye.r to c.landar y..r with that ratl announced by the PA Dlpsrt.ant of Revenu.. Th. appllcabl. Inl.r'.1 rat.. for 191Z through 1997 er.: !!!! Inhr..t A.t. a.lh Intarnt ""ctor ~ Inhr..t RllIte aalh Int.,...t "Ktar 1912 ZD;( ,DODS"I 1987 'X .GGaz,.7 1983 lOX .DDDUI 1913-1991 In .GGasal .... IlX .000301 nn 'X . GGOZ47 1915 In .000356 1993-199" n .000192 1916 10;( , GGOZ7tt 1995-1991 'x .OGG2lt7 --Intarnt Is c.lcul.ted .. faUow.: INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. Issued aftar the tax bKo... d.lInQUMt will r.Uect en Intarnt calculation ta IIft..n CIS) day. beyond the d... of the a......ant. If pay.ent Is eade after the Interllt co~tatlan data shown on the Notice. lNteHtlonal Int.rut .....t be celculated. OR S'l'ATU5 REPOR'r UNOEH RULE 6.12 Name of Decedent:-1L:,Ct: k -S','KI/'JG- Date of Death: 2 /2.L/-Yh will No. IHf.:. - 00303 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 01 the estate is complete: Yes__ No~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: WITt/lN Twc y,,'A/l.5 / 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 2 /1'fI9~ . 'B~2tr!J~ H~'f/\tt;;Y "Bi1I~DFOI~!) SPRING'- Name (Please type or print) 3'?u'f .5c)NsaD~\vl: Address VAt.Pt\lll\l~C, 1: I\l '1'(,38"0 ( 2'~) 'ft.'f - $Zl.O Tel. No. ~-, ~ '-oJ ,:.)( j Capacity: ~personal Representative Counsel for personal representative (MAH: rmUAM3) i .I , " t.: ,~ (/ STATUS REPORT UNDER RULE 6.12 Name of Decedent: ALIce K Date of Death: 2/21/% . . Will No. Iq9~ .- 003<.13 .$ PIlI"'G- 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 No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: '2..!ZI/'2003 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 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informdl accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Da te: 2./0& /0'2. :-: I ; Jj,J\~ Signat e 't?,RAD f#RD 1+ .$ PRI/.J6- Name (Please type or print) 380'1 .5t'1J51!,- 1)(./IV~" Address c :-.""J W ,- ,,.: c::'''' f=j ('2/1) 'i'G.lf - U?'f Te 1. No. . S 2lo l.v fl1e&>4je " ;.. "I :: '''1- ...~ Capacity: ~ Personal Representative Counsel for personal representative (MAH: rmf! AM]) v / ~} ; '- STATUS REPORT UNDER RULE 6.12 Will No. l'i'it - 00303 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 A 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 A b. The separate Orphans' Court No. (if any) [or the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes A 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. Date: llz/fo,! B^Ct,I~,<( I' s~ Signat:.ure ,..... -.::: <( 'i q :0.; v, N (0._ ,',) "'" N ;:.:) ,..., "'" .. - p ~ (.. - Bi\l\or-1IO /. Sm/"". Name (Please type or print) ]S~'f StJl<h:"; D.t VAl.r,IIlIl"lt r,,, vt:,JP3 ) Address ( Zl~ ) 'f'v -l57,V,1 *y. -~I1S1w \ Tel. No. Capacity: A Personal Representative (MAIl:rmf/AM3) Counsel for personal representative