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PETITION H)I{ PlwnATE lInd GHANT 0'" LETTEHS
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No.
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Ilel!i,ler "I' Will, I'm Ihe
CIIIIIIIY III' cumbgrland in the
('Oll1l1l1l11\\l.'alth (If IJl'nn\yl\'i1l1ia
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SlIcilll S.'<'/lrily Nil, ,22l)-'>4-254~__ -- --
Th,,' pl'lilinn of Ih,,' 1I11lh.'I"I~Ill,.'d Il'''p"'.:tlully ll.pll....l.II'... th,u:
inlhela'llIillllrlhl'ahll\\'d.w.lcnl,d,"ed ,_ - /\pril,,14___
and 'llllidl(...) d,lIl'd~.?ne ...--..--..-
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l'I~\'~.ldn.ll1ll11(IIlIl'I,II1~'~.'. l',.' U'l\llIh:l.lIillll. lk.llh Illl.,~.t.:llhlf. l'II.:,'
land
Ik~l'lIdl'lIl \\a' domi~ikd ill dl'ilth inlJ'!~P~~~!"!__'r~p.!__~~l!m_beE{n\lnt}', Pcnnsyl\.'uni,\, with
h_____ la,1 ramily IIr prind!,al re,idenLe al __, 62(1.9_ SJ:i1Il(oE.d___l:ourt, ~'echan1csburg
______ _________ _ _ __" ___________lIampd~n--.T\'!P-".--Cumb. Co., p/\ 17055
11.'1 ,Un'l. !lumbel ,m.! 1lI111l.;pOlIlI~1
.19 96
!leLLndertl, Ihen 46, ' ,car' or a~e dielL_/\pr ~ 1__,'>___
'11 East pcnnsboro 'rw'p., Cumberlana County; PA
. -.' ... .._- - . -- ---- ._...-"..- ...-- -. --'---~- .---'. --.. ---- -----...--- .
F '~\.'pl ", flllhm '. dCl.:l'dcnl did lIoll11arry. \\tl"i Ill11 dinm:cu ami did nol ha\'l,~ a ~hild born or adopted
"fll'l" C\l'\.'ulil1ll of lhe \\ill olll'l\.'d for prohnl\.'; \\:1\ not Ihl' \'h:lim or a killing and was ne\'er adjudiciltcd
in":l1l11p\.'II.'IlI: ____None .----.-~. --- ------....-----.---------
Ikl.'CIllIt.'IH al d,,'alh O\\TH..'d lunpl.'T1Y with c\timalcd value, 010;, fllllnw"i:
(II' dOlllidlcd ill 1':1,) All p~","",1 properlY S 52,000.00
(If 1101 d"lIlidlcd ill I'a,) I'e"ollal properlY' in I'enll,y'h'ania S
III 1101 dOlllkilcd ill 1':1.) I'e",,"al properlY in COIIIIIY S
\'ah,,' "I real L'lille ill I'enn\\hallia S 70, 000. uo
,it 11:11<<1 a, foll,,,,,:620_9d_S_tanfoCd---C.9!lXj:,_-M~91aJ1J.!;s!J.urql P/\
. -.. - .,.---------- -- --.----------..
--." _ .-_..' ..,--.-..---..----.- .--.-----..-.--.
\\ IIUlLHlllE, pelilionertl1 re,pe<lrlllly reque'Il') the prohale of the last will ~;(d{1!lfdWIffIf
pre,ellled herL\lllh and rhe ~rant ollcl1er'~_._ Testamentary
, 1I~.'t.lIll~'l1I.II\: ,h.ln\lIll~It;llhlll ':.1.;1.; ;Jlhmni\lrUlinn 1I.h.n.c,l.u.)
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OATIl 0... PEHSONAI. HEPIU:SENTATIVE
CO:\1:\IO:\\\'EAI.TII OF l'E:"i:"iS\'I.\' Ai'o;lA ! ..
('OlSI \' OF !:mmEHl,-',1'l.l!_--- f ....
I hl' 1'l'litilllll:IX...' aho\l'.nal1l\.'d ...'\car(\) 01 affirmt...) that thc ,Wh,'mcnt... in lhe forcgoing pel it ion arc
(llI\.' .1IId ~Olll'I.'1 III II,,: hl....l tlIIIH.' ~IHl\\kdgl' all~t ~ll'l~'l'f r Pl'lilionl'rt.:-J,and that a... lcrsonal reprcscn-
t,lll\l'tKllll II\\' .llllt\l' dCI.:'l'dl'llt I'l'liIIOl1l''*'rill \\dl ub adl "ni'tl'l lhc,c" c il~~ording to la\\'.
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S",,," I.' 1I1 .llIlIllled al1d ,"1"<1 ,be ,'-A.J'I' y ,~~~...L/f':Vl
I1l'l\lll.' lilt' 1111'" /~" m.. d;l.\ 01 .' :-'J1iC~O_ ce_'er, Ti1 -;:.
___, ..4J;,'t{< /, 1'/ ~6 /6209uStiln(or-d--Court ~
'-- c.v.... @- \4/U.~' ./ ~'eclliliiicsDur-~,---P"i\-lnf5:>- ~
15- _C"j'\.: 0 fl..-P'&,0"p.1,,\- 11<,""/1" ,------:=--=-g~---------- 2
No. ~!1_CJ(,_1?1
Estate of
Robert w. Simpson
. Deceased
DECREE Ol:I)ROnATl~ AND GRANT 01: LETTERS
AND NOW APRIL 17 19.1L. in considcration of thc pelition on
Ihe reverse sidc hcreof, satisfactory proof having been prcscnlcd bcforc mc.
IT IS DECREED thai Ihc insllumenl\sl dated /\pr ill 4, , 994
deseribcd Ihcrcin be admittcd to probate and filcd of rccord as thc last will of
Robert W. Simpson
and Letters Testamentarv
arehercbygrantcdto F. .T,,,,ksop Hppt~. TT)"
FEES
probatc, LettClS. Etc. ....,.," S 235. no
Sholl Ccrlificatcs(31 ., ,. ,... ,. S Q nn
Renunciation",..,..,."..,. S
x-pay'Ols S 9.00
Jr.p :>.UlJ
TOTAL _ S.2.5R. 00
Filed ....... J\l?RlT. ,1.7, .1,99,1;...."..,
19475
West Main St., Shiremanstown, PA
ADtJRESS 17011
(717) 737-8761
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LAST WILL AND TESTAMENT
OF
ROBERT W. SIMPSON
I, ROBERT W. SIMPSON, of Hampden Township, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last Will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, to E. JACKSON
HEETER, III, of 6209 Stanford Court, Mechanicsburg, Pennsylvania.
SECOND: Should E. JACKSON HEETER, III predecease me, I
devise and bequeath all the rest, residue and remainder of my
estate of whatever nature and wherever situate, including any
property over which I hold power of appointment and together with
any insurance policies thereon, to my brother, BRADLEY D.
SIMPSON, of 449 Brockenbraugh Road, Chesapeake, virginia, or
should BRADLEY D. SIMPSON predecease me, to his issue per stirpes
by representation.
THIRD: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
) distribution of all property:
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~ (A) To sell at public or private sale, or to lease,
~
~ for any period of time, any real or personal property and to give
~t options for sales, exchanges or leases, for such prices and upon
~. such terms (including credit, with or without security) or
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~. conditions as are deemed proper. This includes the power to give
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~ legally sufficient instruments for transfer of the property and
~ to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
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(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
manner they consider advisable.
FOURTH: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate.
FIFTH: I nominate and appoint E. JACKSON HEETER, III,
,
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Executor of this, my Last Will and Testament. In the event of
the death, resignation or inability to serve for any reason
whatsoever of the said E. JACKSON HEETER, III, I nominate and
appoint BRADLEY D. SIMPSON, Executor of this, my Last Will and
Testament. I direct that my Executor, and his successors, shall
not be required to post security or a bond for the performance of
their duties in any juriSdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
this, my Last Will and Testament, this l<tllday of
, 1994.
seal to
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7C..1. ,', ~ (L/ .:.!.. ?~.?-l, ~
ROBERT W. SIMPSON '
(SEAL)
Signed, sealed, published and declared by the above-
named Testator as and for his Last Will and Testament in our
presence, who, at his request, in his presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
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CERTIFICATION OF NOTICE UNDER RULE 5.6 lal
Name of Decedent: Robert W. simpson
Date of Death: April 5, 1996
Will No. 1996-00323
Admin. No.
To the Register:
I certify that notice of beneficial interest required by
Rule 5.6 (a) of the Orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
April 22, 1996
~
Address
E. Jackson Heeter, III
6209 Stanford Court
Mechanicsburg, PA 17055
Notice has now been given to all persons entitled thereto under
Rule 5.6 (a) except:
Date:
April 22, 1996
,~
J mes D. ar, Esquire
1 West Mai street
Shiremanstown, PA 17011
(717) 737-8761
Capacity: Personal Representative
X Counsel for Personal
Representative
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^TII1U:--:LY AT I.A\"
OSI. wl....1 Pot^IN ...1111.1.1
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(717) 1117~1I7n1
TI:I.1:COI'If.1t
(717) 7l17-'-!OHU
,'^~lES II. ItOG^H
SIlIlW~I^NSTO\\'S. I'ESNSYI.\'^NI^ 17011
ANnUli\\' Co SIlEHI.Y
June 28, 1996
HAND DELIVERY
Mary C. Lewis
Register of Wills
cumberland county Courthouse
Carlisle, PA 17013
RE: The Estate of Robert W. simpson
No. 2196-0323
Date of Death: April 5, 1996
Dear Mrs. Lewis:
I represent the Estate of Robert W. simpson. Enclosed is a
check made payable to the Register of Wills in the amount of
$8,835.00, same constituting a prepayment at discount on account
of pennsylvania inheritance taxes in the above-captioned estate.
The prepayment is determined as follows: $62,000.00 multiplied
by 15% or $9,300.00, less discount in the amount of 5% or
$465.00, resulting in payment of $8,835.00. Please provide me
with the appropriate receipt in this matter.
Your time and consideration in this matter is greatly
appreciated.
t;1v truly yoursr
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J ES D. i9~AR
JDBjjeb
Enclosure
cc: E. Jackson Heeter
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OU" 71l0o() I
tlARAt5BUAG 1'" 1117fo O~Ol
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fOR DATES Of DEATK AnER 12131/91 CKECK KERE
IF A SPOUSAL
POVERTY CREDit 15 CLAIMED l~
- -----.-- -- _.._--~----- ----------.
fiLE NUMBER
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
~~pson_!._J~!b~!:~__~~..:-..________~.._,_____~_~_____.___. ~_____~ () 2 09 Stan f urd Cou r t
!~O"A.SfCURlht4U"'BU ![)All0' [)llolt1 ItJ"tlOlel~tH f".cchanicsburg, P^ ]7055
L? 29 - 54 -2 54 2 __.........iJ 5/% ,_~LU/9.L1..<J._~.~~,^~._C_U~lllgr:J<lIW~_.
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I U 4 limited Ellote 40 future Interell Compromi$e
I (lor dOlel of death aher 12.12.821
X" 6 D~cedenl Died TellOIf' =---= 7. Dec~denl Maintained a living Ttu"
i (Altoch copy of Will) IAlfoch copy of Trull}
I ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED fl'~J
I "'AM! ICOMPL!1t MAI:IN(j 1000Rn~ :3 :.
I James D. Bogar, [squire 1 I,est V.ain St'l-eet
th(~HON!t~UMB!' II Shircmansto\\'n,~-PA
717 737-8761 ..
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COUIHY CODE
(O""~I!t1 ADP'tS~
2 Supplemental Relurn
[>
:.Q. "8 Total Number 01 Safe Depolil BOllel
lJ(,
YEAR
0323
NUMBH
1 Rt'ol Euote ISchedul~ Al
2. Stock, and Bondi (Schedule: B)
3. Clolely Held Slock/Parlnerlh.p Inlerel' (Schedule C)
4 Mortgogel and Notes Recei....oblt (Schedule O)
5. COlh, Bon~ Oeposih & MiICt'lloneaus Penanol Property
IScn.d,l. E)
Jointly Owned Properly (Schedule FI
Tronlfen (Schedule GIIScilt'dult' II
Total Gran Aue" (Iotol lines 1.71
Funeral ellpenlel, Adminil"alive CO"I, MiICelloneouI
Expenlel (Schedule HJ
Deb'I, Mortgage liobiliti~I, liens (Schedule I)
Total Deductionl (Iololline$ Q & 10)
Net Value of Euotc (lin~ 8 minuI line 11)
Choritobl~ and Governmental Bequel" (Schedule JI
Nel Volue SubjecI to To.. (line 12 minuI line 131
Spoulol Transfen Ifor dOlel of death after 6.30.Q4)
Se~ Inltruclionl for Ar.Plicoble Percenloge on Reyene
Side. (Include voluel rom Schedule K or Schedule M.)
Amoun' of line 14 lallable 01 6% role
(Indude values from Schedult' K or Schedult' M.)
Amount of line 14 taxable 01 15% rote
(Include valuel from Schedule K or Schedule M.I
Principal to.. due (Add 10" from linel 15, 16 and 17.1
Creditl Spoulol Poverty Credit Prior Paymenh
.8,835.00
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171___~
(Q ) _L~5~~9_.20
56,975.42
18)
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(151
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(121
(13)
(lA)
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X ,15 =
(18)
(lQ)
120)
(21)
(21A)
{21BI
Remainder Rllturn
(for dolel of death prior to 12.13.82)
Federal E'Iate Tax Relurn ReqUired
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(16)
(17)
57,904.54
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DiICounl
434.28
Inlerel'
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If line lQ jl 9reoler than line 18, enter rhr difference on line 20.
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Tnil i. 'n. OVERPAYMENT.
J:f1edc fllno if 'feu ora ",questing D "fund of your overpayment.
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119,439.46
61,534.92
57,904.54
57,904.54
8,685.68
8,685.68
9,269.28
583.60
If line 18 jl greotor fhan line lQ, enter the difference on line 21. Thil iltho TAX DUE.
A Eroter Ihe interel' on thr balance due on line 21 A
B. Enter the 10101 of line 21 and 21A on line 21 B. Th.I jl the BALANCE DUE.
Mak. eh.ele Payable to: Regls'.r of Wills, Agent
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~
~nder penolliel of perjury, I declare that I hove tlkomined this return, including accompanying "h~dules and Ilatemenh, and to the belt of my knowledge and,belief,
II is Irue, co ecl and complete. I declo Iha' 011 real ell ole hal bun reported ollrue morkel value. D~c1orolion of preparer othet than the personal prel live il
form lio of whi p (If I on knowledge. ~ . .
SIGNAl E~PO . "'OORfS!! &209 Stan 'ord Court ATt
Mechanicsburg, PA 17055
100011f~~ 1 \\'ESt. Mciln Street O"TI
Shil'en:ansto'^n, PA J7011 dl id'ilo'
Act #48 011994 p.ovides for Ihe roduclion 01 Iho lax ralos imposod on Ihe nol valuo 01 Iranslers 10 or for
Ihe use of Ihe spouse. The roles as prescribed by Ihe slalulo will bo:
e 3% (.03) will be applicable for ostales of docedents dying on or altor 7/1/94 and belore 1/1/96
e 2% (.02) will be applicable for oslales of docedonts dying on or altor 1/1/96 and belore 1/1/97
e 1% (.01) will be applicable for eslales 01 decedonts dying on or alter 1/1/97 and belore 1/1/98
eSpousal Iran siers occurring on or altor 1/1/98 will be exempl from inheritance lax.
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING A CHECK MARK (v-) IN THE APPROPRIATE BLOCKS.
YES NO
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1, Did decedent make a transfer and:
a. retain the use or income of the property transferred, ..........,........................,...................
b. retain the right to designate who shall use the property translerred or its income, ...............
c. retain a reversionary interest; or ...................................................................................
d, receive the promise far life of either payments, benelits or care? .......................................
2. If death occurred an or before December 12, 1982, did decedent within two years preceding
death transfer property without receiving adequate consideration? II death occurred after
December 12, 1982, did decedent transfer property within one year of death without receiving
adequate consideration? ...,......, ,..,...,.."...., ,......,. .....,..., ....."..,....."....,',., ....., ............ ,,, .....
3. Did decedent own an 'in trust far' bank account at his or her deoth?.....................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
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DEED
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nns INDENTURE, made U1L~ d~y of .' ~ in the yeur of our Lord one
thousand nin~ hundred eighty-eight (I988), by and umon;: W. R. KEELEY and ANN L.
KEELEY, his \Vif.a, of Hampden Township, Cumberland County, Pennsylvania, heNinafter called
"Grantors" and ROIlERT W. SI~,IPSON, single person, hcr~inlfter called "GRA..'ITEE".
W I 'I' N E SSE 'I' II:
That the said Grantors, for and in considcra tion of the sum of Sixty Four Thouslind Six
Hundred and No/100 ($64,600.00) ::Jollars, lawful money of the United States of A.1\erica, unto
, them well and and truly paid b~' the said Grantee at and bcfore the sealing and delivery of
I
I these presents, receipt whcreof is hereby acknowle,jged, have granted, bargained, sold, I'
I,
Ii aliened, enfeoffcd, released and confirmed, and by these presents do grant, burgain, sell, I
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I: alien, enfeoff, release and confirm unto the said Grantee, their heirs and assiJns, i
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ALL THAT CERTAIN Unit and the property knovm, named and identified in the Declaration'
i: referred to below as "Stanford Court Condominiu~\ 1/", situate in the Village of ~\'estover, ;
:: Hampden Township, Olmberland County, Pennsylvania, whic~ has heretofore been submitted to i
,: the provisions of the ?ennsylvanill Cniform Conuo:.,iniu,n Act, 68 Pa.C.S.A. !i:i3101 ~ seq., b~' :
Ii the recording i,l the Office of the ',1ecorder of Dee<.ls of '::umberland County of a Declaration:
dat,ad \'!ay 29, 1987, and recorded June 3, 1987, in \liscellaneous 300k 334, Page 905, as the I
sa,ne shall be a:nended from ti:ne to ti.ne, being and desisnutej in such Declura tion, as the j
sa;ne is amended from ti:ne to ti,ne, as unit ,<;0. 1-F, whic:' said Unit is more fully described
in said Declaration, liS the sacoe loay bc umended from time to time, together with a
proportionate undivided interest in the Common Ele.nents (as defined in said DeClaration) of
2.57,'0. Grantors reserve the right, in accordance with said Declaration, to reduce and
reallocate Jrantee's i?roportionate undivided interest in the Corrunon Ele1\ents as provided in
the DeClaration, as the sa.1\e may be amended from time to ti:ne.
I BEING part of the same premises whic:, Pennsboro Homes, Inc., I)y its deed dated October
I 27, 1980, recorded October 27, 1980 in the Office of the Recorder of ~eds of Cumberland
I County in Deed 3001: E, Volume 29, Page ISi, granted and conveyed unto W. R. :\eeley and
Ann L. Keeley, Gruntors her~inj and being the sa;ne pre:nises which Pennsboro Homes, Inc.,
by its corrective deed dat':'!d Au&,ust 21, 1981, recorded .l.Ug'usl 21, 1981, in xhe Office of the
I:I!' Recorder of Deeds of Cumberland County in Deed Book \1, Volu1\e 29, eage 490, granted and
conveyed unto W. H. Keeley and Ann L. !\eeley, his ;vifil, Grantors herein.
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.1 FOn.~IEIU.Y BEING purt of .;tllllford Court Condo,niniull, cr.:l,}t.:ld pursuilnt to Declarution
dated t\ugust 21, 1981, ro!eord.:ld Au:;ust 21, l~dl in tile Office of the Recorder of ;)eeds of
cumberland County in ,;L,eellaneous Book 268, I'ulle 2:17, us n:nende:l by First Amendment to
Decl,ll'ntion dated Deee,nber Ij, 1981, r'~cord.:ld deeenber IS, 1::131 in t~c Office of the \
Record.:!r of Deeds of Cumberland County in \lisccllaneous Book 272, Pa~c 4.1~, und furt."er
amended by Second Amendment to lJeclarntion dated JUlIuury 20, 1984, recorded February 3,
1984 in the Office of the Hecorder of Deeds of cumberland County in Iliscellaneous Book
292, Page 938, together with Plats and Plans - Site i'lans, Stanford Court Condominiu,n, and
amendments thereto. Said Stanford Court Condominiu,n, created pursuant to the
above-described Declaration, uS a:nended, was ter,ninated by Terrninution ,\Jree,nent dated
:'lay 29, 1'387, recorded in the Office of the Recorder of Deeds of CUmberland County in
lliscellaneous Book 33-l, Page 8:;0. Stanford Court Condominiu.n \I, being part of the
terminated Stanford Court Condominium, has b,~en Nsubmitted t,) the provisions of the
:>ennsylvunia Uniform Condominium Act, 68 ,'a.C.S.A. 5:;3101 ~ seq., I:>y the recording of the
Declaration, dated ,I Jay 29, 1987, described above.
UNDER AND SUBJECT to uny und all covenants, conditions, restrictions, rights-of-way,
I ease:nents and n"'reements of record, including, but not limited to, those containad in
1\ Instru,nents reco-;ded in the office of the Hecorder of Deeds of Cumberland County in
Ii :VlIscellaneous Book 249, page 8j9, .liscellaneous Book 261, Page 64U, :.liscellaneous Book
i! 263, Page 690, and Plan Book 52, Page 148.
"
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FURTHER UNDER tUlD SUBJECT to any and all covenants, conditions, restrictions,
rights-of-way and ease:nents as set forth on Plats and Plans - Site Plan, recorded in l'lan \
Book 53, Page 36. SpecificallY subject to a CO;;lInOil aJ'.:esS ease,llent and off-street parking
, requirements set forL, on Preliminlll'Y Final '.iesubdivision Plan, Stanford Court Condominiu:n, ,
I'i, dated :ilarch 3, 1987, recorded in the Office of the Recorder ef Deeds of Cumberland County \'
in Plan Beok 52, Page 148.
TOGETHER with all singular t~o stree13, ways, wator, watercourses, rights, liberties, I
I' privileges, Hereditaments and ap?urtenances whatsoeVer thereunto belonginl! or i:l any wise
'i appertaining, and the reversions and remainjers, rents, issues and profits thereof; and all of
, the est>ite right, title, inter~st, property, c\llLll alld demand whatsoever of said Gr>lntors, in
law, equity or otherwise ilo',vsoever, of, in and to the sa;T\e and every ~art thereof.
TO HAVE AND TO HOLD the said Unit above-dcscri~eu and the Hereditaments and
Premises hereby granted or mentioned and intended so to be, with the Ili?i?urtenances unto
the said Grantee, their heirs and assiJns, to and for the only proper use Ilnd behoof of
\ the said Grantee, their heirs and assi~ns forever.
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AND the said Grantors, for t:'emselves and their ~llirs, successors and aSs\:5'ns, do by
these presents covenant, grant and a:;:ree to and wit:' the said Grantee, their heirs and
assiJns, that they, the said ::;rllntorS, their heirs, successors and Ilssi:5'ns, all and singular
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I do hereby certify that the precise l'esid(>Ilce and cOllplete p:>st office address
of the within nant2d Grantee is: ,,-
,~ '} C 1..i rJ ," I 'I t
t,,~.'7 _Y-I,./lI'f-~'rL (.;-/~r
/I...! i dM r7 ic~ b 1.<-:' ci' //4
/ 17055"
Dated:
2f,'L/tt.
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~(<^~PA 1<' 0v ; (--j
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COMloONWEALTH OF PENNSYLVANIA
,lIo"t-n,::y for Grantee
19ycd;-
55:
I, COUNI'Y OF CUl>lBERI.J\ND
Ii RECORDED on this .) ., day of
I:
:; Recorder's office of said County, in D?ed
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Voluma .'. , Page '." -.,/ .
the
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Given under Iny hand and the seal of the said office, the date above ~Titten.
9~ ~.~~
, Recorder.
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CEI~l'U'lCA'l't:: m' (l)MPU~l'lON
SJ'J\NFOIID aJURI' rnNOCMlNIUM II
~,
'I.lllS CERl'IFICl\'l'E OF (l)Ml'lEl'ION, made this /,,' day of ;, -,,'_,., ,.,. ., 1988, by
Robert D. Rowland, a licensed professional engineer, Herbert, Rowland & Grubic,
Inc., in accordance with the provision of Section 3201(c), Pennsylvania UnifoO\1
Condaninium Act, 68 Pa.C.S.A, 3201(c), hereby certifies that unit No. I-F, being
conveyed by the within Ceed, is substantially conpleted as of the date of this
Certificate of Completion.
IN WITNESS wllEREOF, Robert D. Rcwland, a licensed professional engineer,
I
il Herbert, Rowland & Grubic, Inc., has hereunto set his hand and seal the date and
!i year first-above written.
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HERBER!', Ro.,U.ND & GROOIC, INC.,
By:
I '.f I J., (...,.../
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(SEAL)
Robert D. Rcwland, P.E.
CQMM)NW'EALTH OF PENNSYLVANIA
SS:
COUNrY OF m!BERLAND
..
I On this, the ,'~ '. day of -'~ """,.,. , 1988, before Ire the undersigned officer,
\ fersonally apfeared Robert D. Rcwland, P.E., kncwn to Ire (or satisfactorily proven)
II to be the ferson whose narre is subscrited to the within Certificate of Conpletion
I and acknowledged that he executed the sarre for the purp::>ses therein contained.
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IN WI'l'NESS w'HEREOF, I hereunto set my hand and 0 f f icial seal.
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ThePrudentlal ~
Thompson Wood
Real Estate
38'5 Mark'l SI
Camp HIli. PA 17011
Bus, (7t7) 761.8353
Fa, (717) 761.2563
I\pril 12, 1996
James Bogar, Esq.
1 W. Main Street
Shiremanstwon, Pa. 17011
Dear Mr. Bogar:
At the request of Jack Heeter, I have completed a Market
Analysis of the property at 6209 Stanford Court, Mechan-
icsburg, which was owned by Robert Simpson. Based on
recent comparable sales, the Fair Market Value of said
property was $76,700 as of April 5, 1996.
If I can be of further assistance, please do not hesitate
to call me.
Sincerely,
~ ~{iJ^--
Beth Bender, GRI
,,,,~,O..""'..-.dap.._'UPf'lt<tfCll''''P....,.,,,..R..'l.~..,,......,~ fit
LE.GG
MASON
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May 8, 1996
JAMES D. BOGAR, ESQ,
One West Main Street
Shiremanstown, PA 17011
RE: The Estate of Robert W. Simpson
S.S. 0229-54-2542
Date of Death: April 5, 1996
Dear Attorney Bogar:
Enclosed are the Date of Death Values for the retail account of Robert W.
Simpson's single account and Robert W. Simpson's IRA account.
To transfer everything from the retail account into an estate account we
will need the following items:
1 Court Appointment showing whom the Executor is of the Estate.
(dated within 60 days)
1 New Account Form signed by the Executor of the Estate.
(fill out the worksheet and 1 will type the new account information
on the form)
To transfer everything from the IRA account to the beneficiary's IRA we
will need the following items:
1 IRA Distribution Form (enclosed)
1 Death Certificate (certified)
If you have any questions, please do not hesitate to contact me at 233-5055.
Sincerely,
~/,~~J.dd'(~1 0.
J n J. Fa?;{an, Jr.
. ce President - Investments
JJF/amd
enclosures
Robert W. Simpson
Account #383-2530-01-1261
Date of Death Prices
As Of 4/5/96
VALUE AS OF
SHARES SECURITY DESCRIPTION HIGH LOW CLOSE 4/5/96
100 Apple Computer (AAPL) 24 5/8 24 24 J/8 $ 2,412.50
1135 Cifra S.A. De (CFRAY) 1.26 1.26 1.26 1.430.10
140 Financial Tr. Corp. (FITC) 30 1/2 30 30.25 4,235.00
500 Hanson PLC (RAN) 14 3/4 14 5/8 14 5/8 7.312.50
363 IBS Financial Corp. (1 BSF) 14 1/2 14 3/8 14 1/2 5.263,50
300 Johnstown America Industries (JAIl) 5 1/8 4 3/4 4 3/4 1,425.00
270 MLF Bancorp (MLFB) 24 3/8 23 7/8 23 7/8 6.446.25
152 Patriot Bank Corp (PBIX) 13 12 3/4 13 1,976.00
100 Telefonos DeMexico (TMX) 33 1/4 32 7/8 33 1/8 3.312.50
Total Value = $33,813.35
Robert W. Simpson IRA Account
Account 0446-6645-01-1261
Date or Death Prices I 4/5/96
VALUE AS OF
SHARES SECURITY DESCRIPTION !!!Q!! hQ!i CLOSE 4/5/96
-
100 AJoIP INC. 43 42 1/4 43 $ 4,300.00
50 COHHOl>'WEAL TH SAVINGS BANK (CMSB) 23 1/8 22 7/8 23 1/8 1,156.25
378 SOVEREIGN BAN CORP INC, (SVRN) 11 1/8 10 7/8 11 1/8 4,205.25
Total Value . $ 9,661.50
'h'~I'.IJ'fl
SCHEDULE E :1
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY _ _ Ploaso Print ar Typo
FilE NUMBER
"
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COMMONWU.UH O' 'fNNSYl\lANIA
INHllnANCI 'AX InUIN
IUIDIHf DICIDIHf
ESTATE OF
Robert W. simpson
2196-0323
IAII prop.,ty lotnlly.own.d with th. Right of s.,,..,lvonhlp mu.1 b. dl.c1o..d on Sth.dul. F)
ITEM
NUMBER
VALUE AT
DATE OF DEATH
DESCRIPTION
1.
Personal property and contents of home as per
appraisal. Copy of appraisal is attached
hereto and incorporated herein.
1987 Audi Sedan, VIN WAUHD0449HN038925, per copy
appraisal. Copy of appraisal is attached heret
and incorporated herein. I
Members 1st Federal credit Union Share Saving I
Account No. 71027-00, date of death balance I
$1,422.96, accrued interest $0.64. !
Members 1st Federal credit Union Checking
Account No. 71027-11, date of death balance
$4,166.57, accrued interest $3.33.
785.00
1,200.00
2.
3.
1,423.60
4.
4,169.90
5.
Woolworth corporation - final vacation and
salary due.
1,347.61
I
TOTAL (Alsa onlor an lino S. Rocapilulotian) IS
8,926.11
IAttach additional 8Yt" )( 11" ,heell if mate 'POct i. needed. I
APPRAISAL
Personal Property of I< offlr....iL.- ':-)-IIt~~"-'d~C: 7 t: ';:5;');.. I',:" c i: f1[(/flj'<} p.q,
() ..:' rJ </ - !i - 'II,'
Appraised by Chuck E. Bricker AU094.L Date L/ -IS"- ci ,,-
ITEM VALUE ITEM VALUE
5" t 1':4 5t. , /;.:
Clff('J'i.:( C !ll'-'f r 1'/1 At[ yo.tL
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Clt4d (,;./d.J5'>:~'J<- ..2..e,'IL't
c,/I~r//. /u d t...:r/'l/' ~t.\,l.'t
STE ~ D 1::>1 D~
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3 [t R,:,t i.../1,<"': I If ..t ,::;1 {,,'
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RbbJ!. A'.J.:'^' It, i:t
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I/> 7~Jt:ja"' 71!iAt.. .L! p'P'j':, s/~ l-
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CUMBERLAND "un MOTORS
USED CAR APPRAISAL
A _2;1.-'-; b 01r---' U
Dalt. ._. ___ .______._ ___ _ _ __n-___""__ - Sale!> Rcp- -- -- ._~l?\__!
Reg,,,,,reo Owner- ?C;~ C/2'_'-;;;.\(-L-:;' ,~.:~S:' I" '.-ce-' ,..-
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VehIcle lnlere51ed .-._"'--
Statio. No
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YE~R --,o~7--e. M~KE L.__"::>1-- 1'\OOE~'.o::''':':C~ BPOy.5!Pii- .
10t.1 M,les _l51ltO--- Se. . \t:U~:)._~_XJ..ffi~Jt('-( Q-~' /Z ~
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-:" r'-' - 1 ll. , ~ ~, ./'
E"9'iilt ~~__ ~--1- '_ Tlan rJ~J~--- OJ WD Tilt Wheel 0 Power SlcCllng [J
B...e~1 Cono ~u,~e Con\lol~' IWll1dOW~ ~~ OeItOSlel-::lP. LI~~ a---
RaoIL~.'-b.S.- Irs _______ Rool SJJ\..- Wheel~ ~.~.')-""'\Sl losp .3~_
Olhel .Jk'.f.1.- ".IV\' ~------------c-.--.-.---' ---------
Pamt'BODVWor\l.O E.l ':..I'!,i"'\ 0 S~'~.~'?~\~'::.?-<T~hl0\'.lIel 0
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Oc{1UCllOn
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Inter 101
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"n..m~D . ,..>>2H.t'~'
Me mbersl.
F E I> E I{ ALe H E J) I T \ I N I 0 ~
April 23. 1996
James D. Bogar
1 West Main Street
Shiremanstown. PA 17055
RE: The Estate of Robert W. Simpson
Dear Mr. Bogar.
Enclosed is the information requested on the accounts held
with Members 1st by Robert W. Simpson.
For your information only, the checking account has what appears
to be three preauthorized debits to PA Power & Light. Hampden Utility
and PAWC-Capitol D. Please advise if we are to place a stop on
these transactions.
}lembers 1st provides an insurance benefit on all insurable
}lembers' savings accounts. With this account, the insurance will
match the date of death balance. No beneficiary was named. so these
proceeds will be paid to the Estate upon receipt. We will require
a death certificate for claim submission. In addition. we will also
require a short certificate prior to the release of any funds from
this account. We would also request advisement of repayment on the
outstanding loan and Visa credit card prior to the release of any
account funds.
Please provide an address where all future statements should
be mailed. Do not hesitate to contact me should you have any
questions or require additional information.
syce. rely, /-/-
l. (-/
/. . ..., /.'1 --.
I ,;""'.-[",~
Denise A. Anders
lnsurance Claims Supervisor
DM/ SLM
Enclosure
527; East Trindlc Ho:u.l . 1'.0. Box ,ill . ~lcch:I1\i<:,hurg. I'cl\l\,yl\'al\ia 1":'1)';'; · CI-) (,')":'.1161
'l\iIIS" I.. t'''1
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".. bi:t,OI\
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COMMQNWrAUH 0' PWNSYl~AN'A
INt4(IUrANC( 'Al II[1UaN J
It(SID(Nr D(CfD(NT _
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCEllANEOUS EXPENSES
ESTATE OF
Robert W. Simpson
ITEM
NUMBER
A.
Please Print or !ypo
I FILE NUMBER
t 2196-0323
,--- I
B.
4.
C.
1.
2.
3.
4.
5.
6.
7.
a.
DESCRIPTION
AMOUNT
1.
I Funeral Exponses:
I
I Gingich Memorials
$ 850.00
- monument
! Administrative Costs:
1.
None claimed or paid
Personal Representative Commissions
Social Security Number 01 Personal Represenlalive:
2.
I Year Commissions paid
I Attorney Fees - James D. Bogar, Esqu ire
I Family Exemption
as per agreement
2.875.00
3.
None claimed or paid
Relationship
Claimant
Address of Claimant at decedent's death
Street Address
City
State
Zip Code
Probate Fees & Short Certificates - Register of Wills
270.00
I Miscellaneous Expenses:
I Chuck Bricker - appraisal
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of personal property
30.00
Cumberland County
deed
UPS - delivery of
Recorder of Deeds - filing fee for
24.50
mortgage payoff
10.00
RESERVES: To conclude administration of Estate
including filing fee for PA Inheritance Tax Return
and Inventory. First and Final Account; preparation
of Fiduciary Income Tax Returns and payment of
potential tax due
500.00
\00..
TOTAL (Also enter on line 9. Reeopitulalion)
54,559.50
(II more space Is needed, Insert additional sheets 01 same size.)
"""""'''''.
CO......ONwfAITH 01 '1~4N'n"'ANIA
IN"'IIIIANel 'A. .Hu'fo!
.nIOI"T DlelOINT
b SCHEDULE I \
DEBTS OF DECEDENT.
MORTGAGE LIABILITIES AND LIENS,
PI.as. Print or Typ.
FILE NUMBER
E~~e9tt w. Simpson
ITEM
NUMBER
DESCRIPTION
1.
staab & suden AssOC. - final medical bill not
covered by medical insurance.
2.
Payoff of mortgage to Integra Mortgage company
successor to Landmark Savings Association.
Mortgage dated February 12r 1988 and recorded
in the Cumberland county Recorder of Deeds
Mortgage Book 894, Page 406r copy of which is
attached hereto and incorporated herein.
Mortgage payoff as of April 5, 1996 per copy of
April 19, 1996 letter from Integra Mortgage
CompanYr copy of which is attached hereto and
incorporated herein.
Members 1st Federal Credit Union - Home equity
line of creditr date of death balance per
April 23r 1996 letter from Members 1st Federal
Credit Union, copy of which is attached hereto
and incorporated herein.
Members 1st Federal Credit Union - visa Account,
date of death balance per April 23, 1996 letter
from Members 1st Federal credit Union.
3.
4.
TOTAL (Also enler on line 10. Recapitulation)
(II mare space is needed. insert additional sheets or some size.)
2196-0323
AMOUNT
25.00
52,752.02
4,112.43
85.97
556.975.42
.:
tll.l. THAT C[RTf\lN Uldt. arid tht' ).I"DPprly ~rlowr.. n..~u.ed arid i,delltifind
1~ ltl~ O\'c13rutiu~ rvf,'rred to bulow a~ .Sl~nforM Court Conrlo~inium
II" ~illl;Jt,~ il". Uw Vi lli)g.? 01' ~'e!jlov...r, Ht1lTlpden lOWII~hip, C"'lnlberl~:nld
COt.II.t.y, r'f'llrl~vlvardiJ' wtlich h~s h"'r~t.of'or~ bear. ~"Ib",it.t.ed t.o the
r..rov'~~iorl'" nf Ow F'f'I'III~..vlvj)ldol Uld 1'01'111 COlldolllirdl..'nl "ct.; 69 F't).
C.S.A. 3101 ~t ~~~t' bv t.h~ r~~or'lin9 in tho Orrico of t.h~ Recorder
of DPI~Ij!:. of CI.llhnr.I,lolt,i COI.'rtt.v of a n~cli)rat.inrl di:t...d Hi:)Y 29, 1997.
r(r.rj l'flr.OI'tllad ..h.rtll 3, 1907. ir. Hi$(:t'll:Jrl'~o"ls 0001-'. 334. PDge 905, as
lh.. ~~~~ ~Ililll b~ nlh~l)d~d from ti~p t.o tillie. b..in9 and dCGi9rlat~d in
~~'..c:h Of'r.l~Hill.HH. ilS UIft S.:Jnlf4 is .:In.~rl.:h~d fro", t.l111'" t.o tllJ10, . OJ,. Unit
No. l-F which !~C:ld Unit. i!i Ihol.... f-,llly de!;cribed irl r.aid n~c)arat.ion,
~~ tt\P 5~lhP ~ny b~ ~~pndpd frn~ lilllo to ti",~, tog~ther with ~
~ro~l)rLinn~t.~ ll~Mividud il'ILur~tit i~ th... COID"IO~ ~lo~ents (as defined
i~ ~31d D~cl~rDtlon) of ~rilntnr~ r~~~rv~ the right, in
:':CC'(>rr1rlrll-l~ with ~ajd Dt-cliJrI,t.ioll, t.o rfoodt.lcf' ohd reallocate Grarlt.pels
~raporlia~"l. uhMivid"d I~l.r.~t in thn Ca~mon Ele~.nt6 as provirtort
In LJlt, D~cl~ratioll' a~ tho Sa~p may ~e ~~e~ded 'ro~ ti~e to ti~c.
CEING t.he saml! PI'I1~is..); I'jtlijh W. R. Kl...l..y "nd
v!1',', by O.."d dot.oll "'i'io/88 ar,d int..nd..d
im~ndiat.Rly prior h"rRto. conveyed vnto Robart.
person.
Ann L. KReley. his
to be recorded
W. Simpson. single
bOO~ 89.1 FALE :1111
b'o'OK 800 FALE 165
Members].
FE\) E I{ ,\ \. eRE I> I'" 1I N I () N
2
LOA.'; ACCOL~TSo'
71027-01
10-4-94
$4088.90 Current Payoff $4112.43
None Daily Interest $.98022
Property - 6209 Stanford Ct. Mechanicsburg
Home Equity - LIne of Credit
Account ~umber/Loan ~umber
Original Date of Loan
Principal Balance at Date of Death
~ame of Comaker/Cosigner
Collateral Held
LOA.'l ACCOU~TSo'
3
4121449999710275
2-22-87
$85.97
None
None
VISA Account
4
Account ~umber/Loan Number
Original Date of Loan
Principal Balance at Date of Death
~ame of Comaker/Cosigner
Collateral Held
1ST FEDERAL CREDIT L~ION
//1;"
4-22-1996 Ins Claims Supervisor
Date Title
Estate of Robert W. Simpson
Date of Death 4-5-1996
Social Security No. 229-54-2542
52i5 E:ISL Trinulc Iloau . P.O. \lox .ill . ~Icchanicsh\ll'}:. Pcnnsyl\';lI1ia 1-0;; · C I ':') (,I)-.IIC; 1
LAST WILL AND TESTAMENT
OF
ROBERT W. SIMPSON
)
,
"
~
'"
,
"
I, ROBERT W. SIMPSON, of Hampden Township, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last will and Testament, hereby revoking all other wills and
Codicils heretofore made by me.
FIRST: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, to E. JACKSON
HEETER, III, of 6209 Stanford Court, Mechanicsburg, Pennsylvania.
SECOND: Should E. JACKSON HEETER, III predecease me, I
devise and bequeath all the rest, residue and remainder of my
estate of whatever nature and wherever situate, including any
property over which I hold power of appointment and together with
any insurance policies thereon, to my brother, BRADLEY D.
SIMPSON, of 449 Brockenbraugh Road, Chesapeake, Virginia, or
should BRADLEY D. SIMPSON predecease me, to his issue per stirpes
by representation.
THIRD: In addition to all powers granted to them by
law and by other provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
.~~
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and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for pennsylvania fiduci-
aries, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
"
~
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
to protect or improve any property held under my will, and for
investment purposes.
(I) To select a mode of payment under any qualified
retirement plan (pension plan, profit sharing plan, employee
stock ownership plan, or any other type of qualified plan) to the
extent the plan or the law permits them to do so, and to exercise
any other rights which they may have under the plan, in whatever
~. manner they consider advisable.
-
FOURTH: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate.
FIFTH: I nominate and appoint E. JACKSON HEETER, III,
,
.
~
'L
~
: \1
r(
2
Executor of this, my Last will and Testament. In the event of
the death, resignation or inability to serve for any reason
whatsoever of the said E. JACKSON HEETER, III, I nominate and
appoint BRADLEY D. SIMPSON, Executor of this, my Last Will and
Testament. I direct that my Executor, and his successors, shall
not be required to post security or a bond for the performance of
their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set my hand and
this, my Last will and Testament, this /<{tj,day of
, 1994.
seal to
19pc ; (
~-I..,,~ f l../ l?7t/h~~
ROBERT W. SIMPSON '
(SEAL)
signed, sealed, published and declared by the above-
named Testator as and for his Last Will and Testament in our
presence, who, at his request, in his presence and in the
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
,.,
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()
Address
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f t, - . 1 ')
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. .
MEMORANDUM
In conjunction with my Last Will and Testament, dated
;j,,~, I Ii, 1994, the fOllowing information may be of some
help to my personal representatives in the administration of my
estate. This information is in no way intended to be a part of
my Will nor to alter in any way anything contained in my said
Will.
1. I direct that my body shall be cremated and the
ashes disposed of by the Myers Funeral Home, 37 East Main street,
Mechanicsburg, Pennsylvania, in accordance with the agreement
with the Liberty Life Insurance Company which I have heretofore
executed, and the expenses thereof shall be reimbursed out of my
estate as a funeral expense.
Date: IJ.,'~II 1'0 I'NV
"
7" L. ., I
'-v f'... ':-..' _: 11_,1,,_ ,__
ROBERT W. SIMPSON'
(SEAL)
\
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
u:
E. _Jackson.lleeler, III
being duly _ ~worn_, __ _ according to law, deposes and says that he is Execu lor
. _ _,_ ,__ ' of the E,tate of Il()b~ r.l_wL BJ1ups_on___ __, ___,_,___
lete of ._. Ildlllpden Township, Cumberland County, Pe., deceased and thet the
within is an inventory made by hilH __ _ . __, the ..id_.E;~eJ;_\LtQC____
of the entire estate 01 seid decedent, consisting of "II the personal prapdrty and real estate, except real estete outside
the Commonwealth of Pennsylvania. and that the figures apposite each item of the Inventory represent it's fair value
as 01 the dato 01 decedent's death.
Sworn
and subscribed before me,
.'~l~ ,', j", {. " ~ . 'i /
19 ,.2.~
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Dete 01 Death _,__
. J E NOlallal Scal -..
'. oan, Bralllers Not p .
'ihitCmMIllOl\H Dora C' ary ubllc
t" CCJm '. . _ oml'>6rlllnd CQunr
, m1naron ElIplr~s Fr.b. 1~. t9~:
Jf.~""'y~w,"~
._ ..J,;.IT __ -:... lOIN ___
D.y
Addr."
___ ApriL _
Month
... ____12.9,(;,________.,_
Vur
INSTRUCTIONS
I, An inventory must be liIed within three months after appointment 01 personal representative.
2, A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may bo attached as to personalty or realty
4, See Article IV, Fiduciaries Act 011949.
00 JJ
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BUREAU OF INDIVIDUAL TAMES
IHIl[RIUNCI IA)( OIVISIO~
DU'I. i'30bOI
IIAJ1AISBURC. flA 1I1l'8' DbOI
CDMMDNWEALTH DF PENNSYLVANIA
DEPARTMENT DF REVENUE
NOTICE or INIlERITANCE lAM
APPRAISEMENT. ALLDWANCE OR DISALLOWANCE
or DEDUCTIONS AND ASSESSMENT or TAM
JAMES D BOGAR ESQ
1 W MAIN ST
SHIREMANSTOWN PA 17011
DATE
ESTATE OF
DATE DF DEATH
FILE NUMBER
CDUNTY
ACN
04-14-97
SIMPSDN
04-05-96
21 96-0323
CUMBERLAND
101
~*,
'1'.1'" III" lll-tl.
RDBERT
W
[c,~,...~mo~-"t Remit ted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HDUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LDWER PORTIDN FDR YDUR RECORDS ~
REV: iS4i-EXuAFi.--ciii-:97Y-NoYicEuOj:--iNHERii'ANCE-"fAX-jiPPRiiisEHENr-;-m.-OWANCE-iilim---m---- ----
DISALLOWANCE DF DEDUCTIDNS AND ASSESSMENT DF TAX
ESTATE OF SIMPSON RDBERT W FILE NO. 21 96-0323 ACN 101 DATE 04-14-97
If an assessment was issued previously, lines 14, 15 and~or 16, 17 and 18 will
reflect figures that include the total of ab1 returns assessed to date.
ASSESSMENT DF TAX:
15. Amount of Line 14 at Spousal rat.
16. Amount of line 14 taxable at Line.l/Clals A rat.
17. Anount of line 14 taxable at Collateral/Class 8 rat.
18. PrincIpal Tax Dua
TAX CREDITS:
PAYHENT
DATE
06-28-96
TAX RETURN WAS: I X I ACCEPTED AS FILED
RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE DF RETURN BASED DN: DRIGINAL RETURN
1. R..I Estate (Schedule A) (1)
2. Stocks and Bondi (Schedule OJ (2)
3. Closely Hald stock/Partnership lnterast (Schedule CJ (3)
4. Hortg.gas/Notas Receivable (Schedule 01 14J
5. Cash/Sank Deposits/Hlsc. Personal Property (Schedule E) (5)
6. Jointly Owned P~ope~ty ISchedule F) (&)
7. T~ansfe~s ISchedule 0) (7)
8. Totel Assets
APPRDVED DEDUCTIDNS AND EXEMPTIDNS:
9. Fune~.l Expenses/Adn. Costs/Hisc. Expenses ISchedule H) 19J
10. D.btl/Ho~tg.ge Liabilities/Liens (Schedule X) (10)
11. Total Deductions
12. Net Value of TaK R.tu~n
13. Cha~itable/Oove~nftent.l Bequests (Schedule J)
14. Net Value of Est.te Subject to Tex
NDTE:
I1S1
11&)
1171
RECEIPT
NUHBER
AA112990
DISCDUNT 1+1
INTEREST/PEN PAID I-I
434,28
CIlANGED
76.700.00
33.813.35
.00
.00
8.926.11
.00
.00
(81
4,559.50
56.975,42
1111
I1Z1
1131
1141
.00 X .00:
.00 X .06:
57.904.54 X .15:
I1BI
AHDUNT PAID
B,835.00
TDTAL TAX CREDIT
BALANCE DF TAX DUEl
INTEREST AND PEN.
TDTAL DUE
NOTE: To insu~. p~ope~
c~edit to you~ account,
subnit the uppe~ po~tion
of this forn with you~
tax paynent.
119.439.46
61.~34 9~
57.904.54
.00
57,904.54
.00
,00
B,685,68
8,685.68
9,269.28
5B3,60CR
,00
583.60CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST,
IF TOTAL DUE IS LESS TIlAN $1, ND PAYHENT IS REQUIRED.
IF TOTAL DUE IS REflECTED AS A "CREDIT" ICRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE Dr THIS rDRH FOR INSTRUCTIONS.)
RESERYATION:
PURPOSE OF
HOTlCE:
PAYHENT:
REFUND (CR):
OBJECTIONS:
ADHIN
ISTRATlY[
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
r~' r-
.' '
~
01
Elt.tal of aacadantl dying on ar bafara Daca.bar 12, l~e2 -- If any futura Intaralt In tha allat. II tranlfarrad
In pallalslan ar anJay.ant ta Clasl a Icallatarall banaflclarlas of tha dacadant aftar the a.plretlon of eny asteta for
Ilfa or for yaarl, tha Co.aonwa8lth haraby a.prasslY rasarvas the right to appralsa and alsasl tr8n,far Inharllanca Ta.a'
at tha lawful Clal' B Icollalarall rala on any such futura Intara.l.
To fulfill tha raqulra.anls of Sacllon 2140 of Iha Inharllanca and [stata Ta~ Act, Acl ZI of 19~~. (72 P.S.
Saction 9140).
Dalach tha top portion of Ihis Notlca and lub_lt with your pay.ant 10 tha Raglstar of Wills prlntad on tha ravar,a slda.
.-"alla chack or .onay ordar payabla to: REGISTER OF MILLS I AGENT
A rafund of . I.~ cradlt. which wa' not raquastad on tha 'a. Raturn. .ay ba raquastad by co.platlng an "Application
for Rafund of Pann,Ylvanla Inharltanca and E,tata Ta." IREY-I1I11. Appllcallons ara avallabla at tha Offlca
of tha Raglslar of Wills. any of tha 21 Ravanua District Offlcas. or by calling tha spacial 24-hour
answarlng sarvlc. nuebars for for.s ordaringl In PennsYlvania I-SOO-l&2-Z0~0, outslda Pannlylvanla and
within local Itarrhburg araa C117) 781-8094. 'DOl 1711) l1Z-Z2~2 waarlng I.palnd OnlY).
Any party In Intarast not satlsflad with Iha oppralsa.ant. allowanca or disallowance of daductlans, or 8ssls,.ant
of ta. Clncludlng discount or Intar.st) as Ihown on Ihl, Hotlca .ust obJact within Il.ty C&O) dayl of racalpt of
this Notice by:
-.wrlttan protalt to tho PA Dapart.ant of Ravanua, So.rd of Appaals, napt. zel021, Harrisburg. PA 17128-1021, OR
--alactlon to hava tha .attar dalar.lned at .udll of the account of tha parlonal rapralantatlva, OR
--appaal to tha Orphans' Court.
Factual .rrors dlscovarad on this assa".ant should ba addrassad In writing 10: PA Oapart.ant of Ravanua,
Buraau of Individual Ta~as, AllN: Post AssIss.ant Ravlaw Unit, Dapt. 280601, Harrisburg, PA 17128-0601
Phona 17(7) 787'6~OS. Sa. paga ~ of tha booklat "Inslructlons for Inharltanca la. Raturn for a Rasldant
Dacadant" (REY-ISOI) for an I.planatlon of adalnlstr.tlvaly corractabla errors.
If any tax dua Is paid within thraa (1) c.landar .onths .ftar tha dacadant'. da.th, a fly. p.rcant 15~) discount of
thl ta. paid Is allowad.
Tha IS~ ta. a.nasty non-participation panalty Is co.pulad on tha total of tha tax and Intara.t ..,as,ad. and not
p.ld b.for. Janu.ry Ie, 1996. the flr,t day .ftar the and of the tax ..nesty p.rlod. This non-participation
penalty Is appa.lable In tha .... .annar and In the tha la.a tl.a parlod as yOU would appaal thl taM .nd lnt.rast
that has baen .s,elsed as Indlc.tad on Ihls notlca.
Int.ra.t I, char gad beginning wllh flr.t day of dallnquancy, or nlna C9) .onlhs and one (I) day froa the date of
daath, to the dal. of p.y.ant. T..a' which bac.ae dallnquant bafora J.nuary 1. 1geZ ba.r Intar.,t at tha rate of
,I. (6~) parcant par annu. c.lculatad at a dally rata of .000164. All ta.a' whiCh bac..a dallnquent on and aftar
January 1. 1~82 will b.ar Interast at a rata which will vary fro' calandar ya.r to calandar yaar with that rata
.nnouncad by tha PA Dap.rt..nt of Ravanu.. 'ha .ppllcabla Inlarast ratas for l,e2 through 1997 ara:
~ Inlar..t Pllt. Dall., 'ntar..1 FllctDr !!!!" Inlarest R.t_ Olllly Intera,t Factor
1982 201. .ODO'i48 1987 'Z .000247
1983 16~ .000438 1'88-1991 U:C .000301
1914 Il~ .000301 1992 'Z .D00247
I'e~ U~ .0003!16 1991.1994 IZ .000192
1986 In .000Z74 199!1-19" 'Z .00021e1
--lntarnt Is calcul.tad .. follows:
INTEREST = BALANCE OF TAX UNPAIO X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notlca lssuad .flar the t.. bacD.a' dallnquant will rallact an Int.rast calculation to flflaan tIS) days
bayond tha dala of tha Illsal,.ant. If pay.anl Is .ada aftar tha Int.ra,t ca.putallon dala shown on tha
Notlc., additional lntarelt .ust ba c.lculatad.
)
/') ~\ '1
BUREAU Of INDIVIOUAL TAXES
U..:AIfAHC( laIC DIVISION
Dl:Pf. llOUI
tlARAts.lIRe. PI 11lll-0601
CDMMONWEALTH OF PENNSYLVANIA
DEPARTMENT DF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
c./
*'
'."""""'111.",
JAMES D BOGAR
I W MAIN ST
SHIREMANSTOWN
DATE
ESTATE OF
DATE DF DEATH
FILE NUMBER
CDUNTY
ACN
w
ESQ
D5-19-97
SIMPSON
04-05-96
21 96-0323
CUMBERLAND
101
RDBERT
PA 17011
A.aunt R."Utad
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD CDURT HOUSE
CARLISLE, PA 17013
HOTE: To insure proper credit to your account, sub.it the upper portion of this for. with your tax pay"ant.
CUT ALDNG THIS LINE ~ RETAIN LOWER PDRTIDN FDR YDUR RECDRDS ~
REV:iliii7"Elf"AFji-iiii:9:rj------.iiii-iNtfERii:ANcE--iiiif-STA-iEiiE-N'i-oTAC-Couiii--.-..m------mm_-----
ESTATE OF SIMPSDN ROBERT W FILE NO. 21 96-0323 ACN 101 DATE DS-19-97
THIS STATEHENT IS PROVIOED TO AOVISE Of THE CURRENT STATUS Of THE 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: 04-07-97
PRINCIPAL TAX DUE, _______,
..._.._._---_..._-~..-.-._--
8,68S.68
PAYMENTS (TAX CREDITS),
PAYMENT
DATE
06-28-96
DS-01-97
RECEIPT
NUMBER
AA1l2990
REFUND
DISCDUNT (+)
INTEREST/PEN PAID (-)
434,28
.00
AMOUNT PAID
8,83S,OO
S83,60-
TDTAL TAX CREDIT
8,68S,68
BALANCE OF TAX DUE
.00
,00
- .
INTEREST AND PEN.
· If PAID AfTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION Of ADDITIONAL INTEREST.
I IF TOTAL DUE IS LESS THAN tl,
NO PAYHENT IS REQUIRED,
If TOTAL DUE IS REfLECTED AS A "CREDIT" ICRI,
YOU HAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS, I
TDTAL DUE
.00
r.,
I
, -'
'.~Cj
PAYMENT I
DetKh the top portion of thh Notlc. and .~It with your PBYHf1t .ad. payabl_ to the na.. end addr...
printed on the r.var.. ,Id..
If RESIDENT DECEDENT .aka check or ItOMV Qrd.r payable tot REGISTER OF WILLS, AGENT.
If NOH-RESIDENT DECEDENT .... chack or ~.Y order payable tot CO""ONWEALTH OF PENNSYLVANIA.
REf1JHD (CA)I ,. r.flnl of . ta. credit, which .... not r~.ted on the Tax Aeturn, ..y ba r.qu..tecl by CMPhtlng en
RAppllcatlon for Refund of Pennsylvania l~rltlnC. and E,t.t. Tex. tREV.151]). ApplIcations .t. available at
the Of,lce of the Real.ter of WI118, any of the ZS A.v~ DI.trlct Offlc.. Dr fro. the o.p.rt..nt'. 24-hour
entMetlng ..rvlc. ~r. for for.. ordering: In p~.ylYanl. l-aOD.S6Z.ZD~D, outside P~.ylvanl.
end ..!thin local Harrisburg .t.. (717J 181-aaM, TOO. (717) 71t-USZ Ut..rlng J~.lred only).
REPLY TDI au..tlonl regarding .trot. contained on this notlc. shOYld b. addr...ed tal PA Departaent 0' A.v.".,.., Bur.....
a' Individual Tax.., ATTNI Po.t A.....eent R.vlew Unit, D.pt. 280601, Harrisburg, PA 11128-0601, phone
(711) 181-6505.
DISCDLlCT:
If any t.. due I. paid within thr.. (]) c.lendar .unth. .ft.r the decedent'. d.ath, . flv. percent (5~) dl.count
of the tax: paid Is aUowed.
PENALTY:
Th. 15~ ta. Banesty non-participation penalty i. coeputod on t~ total of t~ ta. and int.r..t a......d, and not
paid before January 18, 1996, the flr.t day a,t.r t~ .nd of the ta. Bene.ty p.rlod.
INTEREST:
Inter..t Is charged beginning with flrst day of delinquency, or nine (9) ..,th. and OM (1) day frOll t~ data of
death, to t~ data a' payeent. Tau. which bee... dellnquent before Januarv 1, 1982 bear Int.rut .t the rate of
.i. (6X) percent per ennua calculated .t a dallv rat. of .000164. All t.... which bee... d.llnquent on and .ft.r
January 1, 1982 will b.ar Int.r..t at a rat. which will vary 'roe cal.ndar y.ar to cal.ndar yaar with that rata
announc.d by the PA Dapartaent 0' R.venu.. The appllcabl. Int.ra.t r.ta. for 1982 through 1997 ar.:
Ya.r Internt R.t. Dally Int.r..t Factor V.ar tntarnt R.t. D.Uy Inter..t Factor
198Z 2U .000548 1981 .X .000241
1985 16X .000438 1968-1991 IIX .000301
1964 IIX .000301 1992 'X .000247
1985 UX .000356 1993-19" n .000192
1916 lOX .000274 1995-1997 OX .000241
ulnt.rut I. calcul.ted .s fallowsl
INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DULY INTEREST FACTOR
--Any Notle. I..uad .ft.r the tn becOM' delinquent will raflect an Int.rut calculation to flft.... (5) days
bevond the dlt. 0' the ....s..."t. If pa.,.ant Is .ad. aft.r the Intar.st cOllPUtatlon data ,hown on the
NOtlCI, edctltloNll Int.rut ....t be calculat.d.