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HomeMy WebLinkAbout96-00330 . o Z ..... o CD '0 1ft \'"- Blal<' ollll.'.lJ:lLll.'NcuLcr_____ also kltown or ______. PETITION FOH PHOnATE and GHANT OF LETTEHS No. --_~J-=q~ - ,~,30 To: Regiller of Wills for lhe /)"(,(,{ls.'d. ('ouuly of CuulJcl'llI"d iu Social S"Cl/ril)' No. 177 -2Ii-fi7li4 ('oulJlJolJwe,dlh of l'ennsyll'ania The pelilion of Ihe undersigned re'peelfully represelllS Ihal: Your pelilioner(s), who ii/me 18 years of age or older anlhe exceuL01'.s inlhe last will of Ihe abol'e deeedelll, daled -AI~-1J!1lL and eodicil(s) d,"ed nnlle Ihe _ IIllmed ,19_ i.\.,.,;_ ih,'/) 7 ) ',...5 (\Iall: rdC\tllll ,ih:lllmlilIlCC'\, e.g. rcnunciillion, dc.lIh or C\CWlll', ell:.) Decendclllw<ls domiciled <II de<llh in CI"~)el'lnlld Counly, Penn'yll'ania, wilh hel' last family or principal residence at fir. ~ t II Lc..Jlo.u.d..J\tP.C'llJIll i ('~Illll~gt ')1\ Si Ivel' SIlI'illl! '1\"1>, (Ii" 'IH'C'I. tIlll11hcr and llIundp.llilH Deeendenl,lhen_B4 ye<lrs of <lge, died --.Aj1cil1l---l!J9li . 19 al 55 Stllte Ham!. llIl:l:hunli:liburg:. PA . Exeepl as follows, deeedelll did nOlmarr)', W<lS nol dil'oreed and did not hal'e a child horn or adopled afler execulion of Ihe lI'ill offered for pro bale; lI'as nOllhe I'iclim of a killing and lI'as nel'er adjudicaled ineompelent: l\OIJ), Deeendenl al dealh oll'ned properly wilh e'limaled I'alues as folloll's: (If domiciled in Pa.) All personal properlY S 2011 0011 011 (If nOI domiciled in Pa.) Personal properly in Pennsyll'ania S (If nOI domiciled in Pa,) Personal properlY in COlJllly S Value of real eSlale in Pennsyll'ania S silualed as folloll's: WHEREFORE. pelilioner(s) respectfully requesl(s) Ihe prob,"e of the last will and eodicil(s) presenled herewith and Ihe gralll of lellers 'r('O~ I ""V'1l1II I'Y (Icslamcnlary; adminim.uion c,r.a.: .hJministr3lion d.b.n.c.l.a.) lheron. ~ v 5 ""- 'of ",v c ",,0 c'= ~.= _v ~::.. l:'~ ,0 ;; c " Vi ';Z ~/ ""tf' ....,' . './' (x) . '" .. ';' d : ._~(-('~;:t~ LJ Vi Imll D, Col<en 55 ~llIle Rnllrl i\l(\(lhnnif'C:h111'g 1'1\ 17nrt,t; 717-766-6329 -~ ~ - . 'J;" '" '-...;r-' (x)?:,I'( [f"""'?4'~f..J '/7r 'l/f~-_.t:t'_ FI'II11<:is ~1. Nester 1286 1l1"1I1r11 flourl i\1nr>hnni ,.lc;hllllT "A 17n!'i!'i 717-25B-6175 . OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUMBERLAND The pelilioner(s) ahol'e"namcd swear(s) or affirm(s) Ihat Ihe slalemelllS inlhe foregoing petition arc true and eorrecl 10 Ihe bell of Ihe knowledge and belief of pelitioner(,) and Ihat as personal represell- talil'e(s) of Ihc abol'e decedent pelilioller(s) will well and Ir~ly adminhler Ihe es ale according 10 law. Sworn to or affinllfBr imd SUbseribed~' '7! ..~.c" (.:. / ~,_.' ~ before me this f d,(IY of VIII'YI D, CokC!1l ~ ::!\PR I L 19 ~6 . s. m"dC1f~~~t=ttD -~--;-"r.. ,.-,; --:?./-,::7-:-._~>.... ~ NARY'[,1.1: . Regisler F'I'IIIl"is ~l,NC!stel' :E: 'i. No, ? 1 - % - 110 Estatc of IIEI.EN II. NES'I1m . Dcccascd I>ECRt:E 01<' I)RODATE ANI> GRANT ot. LETTERS AND NOW APR I L 24. 19.1l.lL-, in consideration of the pelition on the rel'erse ,ide hereof, salisfactory proof having been presented before me, IT IS DECREED lhat the instrument(s) dated Ap,'1 I 2. 1 !l81 described lherein be admitted to probate and filed of record as the Ia't will of )1(\1('11 II. Nl'sh~l' 'l'PHt runf'ntlll'Y VIImn )), Colwn ill Fl'uncls ~1, Nester and Letters are hereby granted to Will Book # Page ;) lJ' .,- 71I){)1~ C"r1'oI4I'^,>~' .I,,/tm~ dk.. ".a&lsterorwms Va ,/ / "MARY C. LEWIS / . , c.o" L._--- \'~n.)), Schl'uck, III, Esquire ATTORNEY (Sup. Cl. 1.0. No,) 15893 FEES 235.00 18.00 Probate, Letters, Elc, ......,.. $ Short Certificates(b ) . , . .,. . . .. S Renunciation ".,............ $ X-Page $ 3,00 JCP ~.uu TOTAL _ S 261.00 Filed,.,..,' .~PRI,~, ?,4.\, mfi.,.,. ...', l' O. 110:: 310. Di I I sbul'\," , I'A 17019-0310 ADDRESS 717-432-9733 PHONE 00 ",,:0 c ~~ ~ :J -, (\) . n t. '. ~ "" "'" 7.J ~ co ",> ',J en ". -:'"1,.- 9.. :1'-" - .- - Mailed letters and order to attorney on 4-25-96, I'.....'''''''' M '11l....M1..' .At...... Thi'l'lllI4.tlldYlh'lldullll'lllllill"1\h.!II'I\!n :1"'" '-t1t.,IHq~I..II.11 rhl'.l[H~IIl.'\I'llltll,lll ~dl\lll.I" II" I II ,I, 11, ,II II,.! ,( Ildl' "1,,1,1, .dl ,lid, Idl,j \qlll lilt ." ". ,I j:.;. t' Iltll" 1,,1 It! 111'1,1111 Idlll.' WARNING: Ills IlIcgnllo duplicall' Ihls copy hy pholoSlll1 III pholog1llph. lu.11I1 1111'" II Illlhl!l, L' till 1',."..,............... ....L '\'" Of p'.i",.. i'*" . " <'II " (/~:.'.l' ~. \~\~ I~/ \,..., Qr'., l~ \ ....... I;; .... . .,' .~ -"" ,<:<0"..,.... ~JI , "'-?/,' ..~\"" V ~~~~t~~!,.,' .,/ ~) . " ,. ~~"'I..._ \1.''; L...._" I~;-!),,~<<H"', I, ,I II l{j ~'I..II.H 'J r "'\--" .. .if 31) (I ~l t:- ( '_ '.. d...I:; 6 J'J. 1),IH.' ~ll. ..,1/\,.,..... l" COMMOUWEAl1ll0F f1ENNSVlVAUlA' DEPARtMENt OF ItEAlHt. YItAl RE.CDnDS CERTIFICATE OF DEATH 04l1~t-I"M........t...-. ^ ril 6, 1996 =~,o IUCt __...__........._ ........., " White ........."""" "'-~..-- - i 3 c. ~ \J .r: ~--'~ -'-'~ .--... -.------ ..~- --~-_._----_._.__._- ,.t,~"....\.. .~ ,L''7' OU( fO~".\.u....I,...... t," --~_.- -,~-------- .. '; ~ '8 ~ \ 21 - 96 - 330 00 ~ :0 c CD :0(1) 3 ~ It, 0 ,. 0',,) C7. . t;.~. I" ?5 t.~~ ri .. ,t\ :0 ~-~ '-~ .... 9- . co C. .... ':;.;-. 9 :b - . (") :::::\,;; 0 co ti> 0 ~S " - .... .... '0", N - t:~ .. <l)== Q) '0.: u~ CJ; U l::::-- U: ~, 0'0 n Q) .r'_ () '0 .- ... CU "..' " '~"j ~ .:'.' ~.l ~"~~ .. ,. ~.' CJ a: a: ~ '~~ U : 'l ~ "~ 1"1 == ~ ~ ~ J~'~ ~ i == t:J 'rj" f ~ .... . trt ~ ~ II: , \ ~l~j ft!S ~ ~ ,t'. ,~ t.. . . ~--~' ~ liS ~ ~. .... . , . ^,' - . , .. , . .,.'- '. la$t 'Bill aub ~t$tamtnt of HELEN R. NESTER I, HELEN R. NESTER, of the TownshiP of Franklin, county of York and commonwealth of pennsylvania, being of sound mind, memory and understanding, do hereby publish and declare this to be my Last Will and Testament, hereby revoking and declaring null and void any and all Wills and codicils heretofore written by me. ITEM I. I direct that all mY just debts and funeral expenses be paid as soon after my demise as may be convenient to the proper administration of my estate. ITEM II. I give, devise and bequeath my entire estate of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, unto my husban~ Lyman E, Nester, absolutely, provided he survives me for a period of thirty (30) days. ITEM III. In the event my said husband should predecease me or fail to survive me for a period of thirty t30) days, I order and direct me hereinafter named Executor to convert the entire remainder of my estate into cash. at either public or p'ivate ,ale vh.neve' in hi' di",etion it maY he mo,t e.pedient for the proper administration of my estate. In the event of such converSion, I authorize my said Executor to execute and deliver a good and sufficient waranty Deed to the purchaser of any real estate of which I may die seized. in the same manner and capacity as I could do i( living. ITEM IV. I order and direct my hereinafter named Executor to pay all estate and inheritanCe taxes levied against my estate prior to further distribution. . .~ '-. " ITEM V. 1 order unll <lJrul.'lc my hereinnfter named Executor to distributl! thl' (lroGl!mlll of lhl! nbove mentioned conversion after payment of tuxeH, <lobtn nnd duullclJonn In equal shares among my children: ElllOl H. Shllll~, Mnrlin I~, Neater, Vilma D, Coken, Verna M. McGlIrvey, Hobert ^, Neuter, Sr. and Francis M. Nester. Said division to be per HUrpell nnd not per capita. I'rEM VI. I nomil1<lto, constitute and appoint my husband, Lyman E. Neater, Executor of this my Last Will and Testament. I direct that my I~xecutor lIhall not be required to post bond other than his personnl nllHuronce for his duties as Executor. ITEM VlI. In the event my said husband should predecease me or be otherwise incapacitated or unable to serve, I then nominate, constitute and appoint Vilma D. coken and Francis M. Nester or the survivor of them as Executrix and/or Executor of this my Last Will and 'restament. I direct that my Executrix and/or Executor sholl not be required to post bond other than her/his personal assurance for her/his duties as Executrix and/or Executor. IN WITNESS WHEREOF, ~ HELEN R. NESTER, have hereunto sub~j.f ~~ Last Will and Testament, this ~~y scribed my hand to this my of ^pril, 1981. NJbVV<R Y\~ Helen R. Nester SIGNED, PUOLISIIED and DECLARED by the above named Helen R. Nester as and for her Last Will and Testament in the presence of us, who a t her request and in her presence and in the presence of each other, have signed our names as attesting witnesses hereto. ~ ~ ^ ,lrl 7'n'tV'lP- I ," . 71/ // .... ' ) j .x71 .I // //{.r:'..4rY"~L/f;.?y . I . I :\) . residing at ~i & iucA7 /wi /76/'1 residing /"'\ .,~ A 0)- ,1 1 0"..-'"> ~/ '/ at l ;:. / ,;' 1']()'/~././.1 )\....Y;{ -../ . C. . -2- 21 - 96 - 330 REGISTER OF WILLS OF aJ\I3E1U,ANI) COUNTY OATH OF SUBSCRIBING WITNESS .lANE 1\1. Ar.EXANDER " TINA 1\1, I\WERS BlJRKhl' oodiJtil (each) a subscribing witness to the will presented herewith, (each being duly qualified according to law. depose(s) and say(s) Ihal they were present and saw HEr.EN R, NESTER , the testat,.i " , sign the same and that th"y signed as a witness at the request of testal rix in h ",. presence and (in the presence of each olher) (in the presence of the j\ '~ ' ,',. - ex) ;..;-(" 7',' ,/ //l ,-'( " '-;- <"".,[/-1.-./ JMe 1\1: Alexander' (N,me) ,148/s Rnlt. St.. n(llsbur\i, PA 17019 / (Address) (x) / Tina 1\1. Myers BurkC!N,m.) 114 Ewp. Rond. l\Ieehnnicsburl!'. PA 17055 (Addre..) other subscribing wilness(es)), Sworn to or affinned and sub. scribed before me this 1'/ day of Nobrial SoaI Joyoo SI1.'kl'/, ~ot"Y NlIic W~!\+ton ','..?. VJ1~~('r;;~ Mv~n.T,~',;on ;':~hls"r~~l4. 1907 --- "r~nl~r, PcrJl:, M..L1:~'/'';'~~:!~ I c; t'I;;"j'::J.': 00 :o~ c: !!! ~ ~ n " r.:' U :r> '"0 , ::tJ - OJ , . : 1 :I:> " '. :ut en VI 0 )>;: - N . . 21 - 96 - 330 REGISTER OF WILLS OF a.M3ERLAND COUNTY OATH OF SUBSCRIBING WITNESS JANE 1\1, AT.EXANDER & TINA 1\1, I\MmS BURKEY 0IX!.iJ0l (each) a subscribing witness 10 the will presented herewith, (each being duly qualified according to law. depose(s) and say(s) that they were present and saw HELEN R, NESTER , the testat ,.hr , sign the same and that thny signed as a witness at the request of testat rix in h ",. presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affinned and sub" scribed before me this / ~1it day of !I.d 191& ell') Janc 1\1, Alexander (N,me) 148 S BRIt. St., Dillsbur~, PA 17019 . ....... '/)1 '--,1'1. (Address) ." . Ix) '!-. fl., I ''-lj.. ,.6- /.,,, " !. ';{ Tinn 1\1. Myers BurkeUl,me) (j 114 Ewn Rond. l\1eehnnicsbur~. PA 17055 (Address) NOI~lfIal Seal Janet S. Gore, NOlary PubliC O;!I~bu'g BOfO. York County My Conlffilsslcn E)p'rf:s Oct. 25. 199B t.'cml:x:f. Pelm5Y~/Jnl,)As5of;;\t;on 01 NotatX.'5 nn ~ :oiE' Cm 2::' lu ('l (C-' 0 ?Q " c; , -. :u ~ n : ()) -- " ., ;>:0 -. " . ()) iil Q. :lJc.. ~ )>;:l N , RC:;O.l r~ . ".' , .: of ...'Is CERTIFIC~TION OF NOTICE UNDER RULE 5.61al '96 ',PR 30 m~:5 HELEN R. NESTER ~pril 6, 1996 21-96-0330 CIG.', Cur....", ~,..I Name at Decedent: Date at Death: Estate No. . , "~)I': ; "''''1.1 To the Register: I certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April 29. 1996. Address Name Ethel R. shultz 144 Twin Hills Road Dillsburg, PA 17019 Marlin E. Nester R D 2, Box 2400 Grantville, PA 17028 vilma D. Coken 55 state Road Mechanicsburg, PA 17055 Francis M. Nester BoX 139 Elliottsburg, PA 17024 12 Ringneck Drive Newport, PA 17074 1286 Brandt Road Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none. Verna M. McGarvey Robert A. Nester, Sr. Date: (.I-1'/~/ , _ I' 7f..:.' ,--0, SCHRACK, III, ESQUIRE 124 West Harrisburg street P,O. BoX 310 Dillsburg, PA 17019 (717) 432-9733 Counsel for Personal Representative , NOTICE OF BENEFICIAL INTEREST IN ESTATE PENNSYLVANIA ORPIlAN'S COURT RULE 5,6 BEFORE TilE REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA In re: THE ESTATE OF HELEN R. NESTER DATE OF DEATH: 04/06/96 ESTATE NO. 21-96-0330 To: Ethel R. Shultz Marlin E, Nester vilma D. Coken Verna M, McGarvey Robert A. Nester, Sr, Francis M, Nester Please note the death of the decedent and the grant of Letters Testamentary to the personal representatives named below, You have a beneficial interest in the estate, in that: You have been designated a recipient of an interest in your mother's estate in accordance with Item 5 of her will (a copy of which is attached). The Will was accepted for probate by the Register of wills of Cumberland county on April 18, 1996. Place of Death: HELEN R, NESTER 55 State Road Mechanicsburg, PA 17055 April 6, 1996 55 State Road Mechanicsburg, PA 17055 Name of the decedent: Last known address: Date of Death: County of Grant of original letters: Cumberland County Pennsylvania \ . WM, D. SCHRACK, III ATTORNEY Ar tAW 1:!'1 \\" I hlllu"nl WI. '11111 I I', (). Ull' :\111 ()lIl.\nnu" 11;\ 17H1!HUIU (7171 .U:!.~17:n f',IX (7171 i:I~,IU:,:\ 00 ~F li~ ::1) ??~ u July 1, 1996 Co c:: I-- I N ~; '-' :;..: ,., ~;.:. \ " . , .- '.,,:' U1 Register of Wills Cumberland County Court House Carlisle, PA 17013 Re: The Estate of HELEN R. NESTER Date of Death: 04/06/96 File No. 2196-0330 Dear Mrs, Lewis: You will find enclosed the following Estate Account Check No, 108 issued payable to the Register of Wills, Agent for the sum of $13,000,00, This is for prepayment of inheritance taxes on the above noted estate, Please send a receipt to me in the enclosed envelope, Thank you for your attention to this matter. WM, D, SCHRACK, III WDS/jns ene, ---- . ~_.._. ~_~.._U""''''''--''-"I.~ __ ft. ",:. CAB H P L E P 0 C R C K 0 K P 5 I ~ - (I ~ - r I .' rOR OATES OF DEATH AFTER 12111111 CHECK HERE C. IF A SPOUSAL co"~m~~W'\'lfFP.rM'il~~'NI' HARRISR6~t.~\18.0601 INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS FILE NUMBER R[V.1SOO[)C t(7.,.) D E C E D E N T DECEOENT'S NAUE (LAST. FIRST. AND UIDOl[ INITIALI Nostcr Halon R SOCIAL SECURITY NUMOER 177,,26.6761l OAT[Or DEATH 01t/06/1996 oAfE OF BlRH. 02/23/1912 2196.0330 COUNfY CODE DECEDENT'S COIr,lPlETE ADDRESS 55 Stato Rood Mochnn Icsbure, PA YUR NUUOER 17055 Cumberland County (IF APPLICABLE) SURVIVING SPOUSC.S NAUE (lAST ,rIRST AND MIDDLE INlflAl) SOCIAL SECURITY NUMBER X 1. Original Return 4. lin'Vted Estate R E C A P I T U L A T I o N T A X C o M P U T A T I o N SIGN.4TURE OF PERSON RES~NSJeLE FOR FILING RETURN c::-..;..("J!tl,'1 ........ /..... "l..._ :;A,..-' r , .' __ vt..1-c-. It--c.e.;:,. ~y ~~;,..-z.C,l . SIGNATURE OF PREPARER OTHER THAN REPRESENT AliVE '.. ~--e Copyrf9ht(c) 1994 form software only CPSyslems. Inc. 2. Supplemenlal Rolurn 411. Future Inlerest Compromise lIor dalos 01 d.alh ahor 12.12-82) []] S. D.ced.nt Died T.state []] 7. Dec.d.nt Mainlained a Living Trust (Attach co 01 Will) (Attach a co of Trusl) C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ~ ~ NAUE COUPLETE MAlLlNC ADDRESS R D \1m 0 Schrack, IllEs ulrc E E 5 N TELEPHONE NUUBER - T 717 432-9733 " Roal Esta" (Sch.dulo A) 1 2. Slocks and 80nds (Schedulo B) (2) 3. Closely Hold SlocklPartnorship Inlerosl (Schedule C) (3) 4, Mortgages and Nolos Rocoivable (Schedulo DJ (4) 5. Cash, Bank Depos,s & Miscellaneous Personal Property (Sch E) (5) 6. Joinlly Owned Property (Schodule F) (6) 7. Translers (Schedule G)(Schodule L) (7) 8. Total Gross Assols (tolal Lines 1-7) 9. Funeral Expenses. Administralive Costs, Miscellaneous e'penses (Schedule H) 10. Dobis, Mortgage LiabiIRios, Liens (Schedule I) ", Total Dodu";;,ns (tolal Lines 9 & 10) 12. Net Value 01 Estate (line 8 minus line 11) 13, Charliable and Governmenlal Bequesls (Schedule J) 14. Nel Value Sub' clio Ta, (Line 12 minus Uno 13) 15. Spousal Transfors lIor dales of dealh aher 6.30-94) See Instructions for Applicable Percentage on page 2. (Include values from Schedule K or Schedule M.) 16. Amount of line 14 taxable at 6-/_ rate (Include values !rom Schedule K or Schedule M.) 17. Amount 01 line 14 laxabkJ at 15-/_ rate (Include values Irom Schedule K or Schedule M.) 18, Principal ta, due (Add la, !rom Line 15, 16 and 17.) 19. Credits/Sp Poverty Prior Payments Discount 0,00+ 13,000,00 + 68/,.21 20. II Line 19 is grealer lhan Line 18, enler Ihe ditlerence on Line 20, This is Ihe OVERPAYMENT. [!;] D Check her. if ou Ir. re uellln I relund of our over ayment. 21. If line 18 is greater lhan line 19. enter the difference on line 21. This iSlhe TAX DUE. A. Enler the inlerest on the balance due on line 21A. B. Enlor lhe lolal 01 Line 21 and 21A on Line 21B This is Ihe BALANCE DUE. Make Check Pa able to: Re Ister 01 Wills, A ent ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH .. .. ndet peNII n 0 per ury,l decl.lre Ih.1 h.ve e.'mm~d thiS relurn,lnctudlnglCcOmplnylng schedules.oo ".lemenls,'OO 10 Ihe besl 0 my knollrledge.oo belie ,n Is true, correct 100 complele.1 deellreIh.1III tell esl.le hIS been reported II true mlrkel ".Iue. O.,<:III.llon of pre~rer olher thin the persorwl represenl.llve I, ~sed on .lIlnfo'mllIon 01 which pteplrer hIS any knowledge. AUOUNf RECEIVEO(SEEINSfRUCflONS) 0,00 05. 8. Remainder Return (tor dales 01 d.alh priorto 12,,13-82) Federal Estate TalC Return Required Total Number of Safe D.posit Box8s p, 0, Box Olllsbur 310 PA 17019 Nono Nono Nonc 12,673.82 53.1,05,54 Nonc 185,62/,.92 (8) 251,704,28 (9) 8,963,57 (10) 482,37 (11) (12) (13) (14) 9,445.94 242,258,34 242,258.34 (15) 0,00 X : 0,00 (16) 2/,2,258,31, X ,06: 14,535.50 (17) O,OOX.15: 0,,00 (18) 14,535.50 Inl8r8st (19) (20) 13 ,6Bt. ,21 0.00 (21) (21A) (21B) 851. 29 0.00 851,29 Vilma 0 Cokcn Fl'nncis ~J NesteI' 55 Statc Road 1286 Ill'nndt Rand M;;ch~iiicsi;urp,-: 'PA-"i 7(j55 " ':\lcCliilili"csbiil;~'lWi7055 1)/) l'i~ \~1I. J), Schl'nck, III. Esql1i I'e (15893) DAlE p, O. Box 310 i>Hisi;urp,': .PA- -'i 7(:iiej..... - -. -" -. -.. - - - -"... -. - -. DATE ( a2/ ...l-,tf,-<; Form 1500 (Rev. 7-94) AEV.llOlEX . (7....1 SCHEDULE D MORTGAGES AND NOTES RECEIVABLE PIo..o Prlnl 0' T FILE NUMBER 2196-0330 COlolr",,~~~'"" ESTATE OF Helen R Nester SS!I 177-26-6764 04/06/1996 (All , owned with the RI hl 01 Survlv....hl mUlt be dll.lo..d on s."-<Iule F,) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1 Balance of obligation owed by Robert Nester 2,116,31 2 Balance of obligation owed by Scott and Wendy Miller 4,589.53 3 Balance of obligation owed by Vilma D, Coken 5,967.98 TOTAL (Also enter on line 4. Re.1 ~ulalionl (If moll space is needed, insert add~ional sheelS 01 same size,) Copyf~ht (e) t994 fOfm softwar. onty CPS)'tlen'll.lne. S 12 673,82 Form 1500 Schedule D (Ao, 7..") .. AEV - 1501 EX . 1"'7) cO"lI.mfr;'~~~~ANIA ESTATE OF SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Helon R Nester SSO 177..26..6764 04/06/1996 (All property joIntly-ownod wllh Righi of Survlv....hl ITEM NUMBER 1 mUll be dllclolod on Schodule F) DESCRIPTION Certificate of Deposit 021001011377/PNC Bank, N,A. 2 Certificate of Deposit 02100101193B/PNC Bank, N.A. 3 Certificate of Deposit 021001012484/PNC Bank, N,A, 4 Checking account/PNC Bank, N,A, 5 1987 Chevrolet Celebrity automobile 6 Household contents TOTAL (Also enlor on line 5, Reca rtulalion) (Anach addrtional8 112' x 11" sheels d more space" needed.) Copyright (e) 1m form softwar. only CPSysl~.lne. Please Print or T FILE HUMBER 2196-0330 VALUE AT DATE OF DEATH 10,011,11 5,019,54 10,044.40 25,580.47 2,500,00 250,02 S 53 405,54 ...'" 1500 S'h..... E IA... 2-11) *"~l-0I~1900 121 I;;' P. 001 /001 . .'lI'" "lIl"'. ",.., l'ltt,hur..:tl, 1'.\ "'~h:l PNClBANK.. TlIX Scrvice Center ~~o PNC Plaza 33rd f1r Pittsburgh PA 15222 May 21, 1996 wm 0 Schrack III 124 W Harrisburg St POBOx 310 Oi11aburg PA 17019 RE: Estate of Helen R Noster Oacd 04-06-96 177-26-6764 Cartificates '21001013090 Helen R Nester Irrevocable Burial Reserve 000 Ba1 $5,752,68 + $4.01 acc int #21001011377 Helon R Nester 000 Bal $10,000.00 + $11.11 acc int '21001011938 Helen R Nester 000 Ba1 $5,000.00 + $19.54 acc int #21001012464 Ha1an R Naster 000 ba1 $10,000.00 + $44.40 acc int Estab. 07-02-93 Estab. 01-30-95 Estab. 05-12-95 Estab. 05-12-95 Checking 15080275346 Helen R Nester Estab, 03-30-94 000 Bal $25,559.60 + $20.87 acc int Oecednt Reporting /1) tJ , :' L(ff~~z ,'. n.7cf~ TOTAL P,OOI ,..... I I I I I I '1 , , I I , I i ! ~. ...~ .... . ..... . REV.. 1110 EX . (Z.I7) cOUH.m~~,WhYANIA ESTATE OF SCHEDULE G TRANSFERS P"ase Print or T FILE NUMBER 2196-0330 He10n R Nostor SSO 177-26-6764 04/06/1996 TIllS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE 2 IS YES. ITEM DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBER Include Nine of lhe iraN'''''. their EXCLUSION OF ASSET .1. INT. DECEDENT INTEREST '.!.lIOft1hl';'Dd<<~1 cUI.ot 111M'.'. 1 PNC Bank Trust Account 185,624.92 OO.OOX 185,624.92 #27-27-001-3124372/estab1Is hed by decedent In August 1994 to provide Income to her, and to terminate after har death, with ultimate distribution to chi1dron TOTAL (Also enter on line 7, Roca..ulalion) 185,624.92 (If more space is need.d, Insert additional sheels or SIrT'l& slzl.) Copyright (e) 199<4 formsoftw.t. onJy CPSY1ltrm,lnc. Foom 1500 5<....... G (Rov,M7) - ., S U 11 1'\ A R y o r I N V ESTKENTS ) AS or 04/08/96 ACCOUNT NEstER, HELEN R t/A 27~27-001-31~437~ CARRYIND MARKET tST1t'\A1Et' YIELD AT VALUE . VALUE X INCOME. MARKEl PRINCIPAL CASH .00 .00 .00 .00 CASH EQUIVALENTS "ONE'!' "ARKET FUNUS 7.:i74.:n 4.:!7 7.:;74.31 4.:!5 365.68 4.92 ~ONUS U.S. TREASURY NOTES 69.668.39 39,33 70.748,40 39.76 4,51:!.50 6,37 CDLLECT1VE FUNtlS ... F txE[1 99.061.78 56.38 99.593.21 :'S.97 5,064.32 5,09 ) PRINCIPAL ASSETS 177,104,48 100.00 117.915.92 100.00 9.9042.50 :;.5a INCOKE CASH ,00 .00 ttlCOI1E ASSETS 7.709.00 7,709.00 TOTAC ASSETS 184,013.49 185.624.92 ) .... --- .~-_.. ~_.- .. -~ -- -;.:::~-"--:--.~..w. _ _ II" ""'1~. , I \ REV. ,,"EX. n.lI) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES CO"::'\l\1~~~~)hl'ANIA ESTATE OF Holan R ITEM NUMBER A. B, C, Nostor SSj 177.26..676/, 0/, 06 1996 DESCRIPTION 1 Fu....IE.pen...' Myers Funorol Home/bo1onco due 2 Gingrich Mcmorlals/gravestone marking 1, Admlnll'r.Uva Co.,.: Personal Representative ConvnissK>ns Social Security Number of Personal Representative: Year CorrmissJons paid 2. Anorney F... IlIn, D, Schrllck, Ill. Esqui I'C p, O. l30x 310 DiIIsbUl'g. PA 17019-0310 3, Family E..~tion Claimanl Vi Inul D Cokcn Address 01 Claimant at d.c.d.nt's doalh Str..l Addross 55 Stotc Stl'cet City Mcehnniesbul'l!: Stale N.- Zip Cod. RelalK>nship DlIughtel' 4, Probate Fees Rcgistcr of Wills 1 MI..e1Ia....... E.p.n...' Cumberland Low Journal/estate advertiscment 2 The Patriot-News Co./cstate advertiscment 3 Frank Potteigcr, Auctioneer/pcrsona1 propcrty appraisal 4 P P & L/e1cctric bill 5 Miscellaneous expcnscs/postagc, tc1cphonc, etc, 6 Bell At1antic/te1cphonc bill 7 Registcr of Wills/filing fce 8 Reserve for futurc administrativc cxpcnscs TOTAL (Also ent.r on I,n. 9, R.ca rtulationl (II mar. .p...I. needed, In..rt .ddnlonal.hMla 01 11m. alz..) Copyrl~h' (e) '~form IOltwar. only CPSyslemt.lnc. Pi.... Print Of T . FILE NUMBER 2196.0330 AMOUNT 764.25 60,00 3,900.00 3,500.00 17055 261. 00 60,00 59,50 40,00 55.38 25,00 23,44 15,00 200,00 $ 8 963,57 Form 1500Sehedule H(A..... 7.88) 1fa~;t l1ilill alW Qj:~~taltl~1tt of ImLElI II. IlESTEII I. IlELElI II. NES1'EIl. of the Township of Franklin. County of York and Commonwealth of pcnnsylv~ni~. being or sound mind. memory and understanding, do hereby publish anu declare this to be nlY Last Will and Testament. hereby revoking and declaring null and void any and all Wills anu Codicils heretofore written by me. ITEr., 1. I direct that all my just debts and fllneral expenses be paid as 500n after my demise Q5 may be convenient to the proper administration of my estate. ITEM II. I give. devise and bequeath my entire estate of whatsoever nature and wheresoever situate. whether it be real. personal or mixed, unto my husband Lyman E. Nester, absolutely, provided he survives me for a period of thirty (30) days. ITEM Ill. In the event my said husband should predecease me or fail to survive me for a period of thirty (30) days. I order and direct me hereinafter named Executor to convert the entire remainder of my estate into cash, at either public or private sale whenever in his discretion it may be most expedient for the proper administration of my estate. In the event of such conversion, I authorize my said Executor to execute and deliver a good and sufficient Waranty Deed to the purchaser of any real estate of which I may die seized, in the same manner and capacity as I could do ir liviny. ITEM IV. I order and direct my hereinafter named Executor to pay all estate and inheritance tnxes levied against my estate prior to further uistribution. }5'-(/(.1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 1* ('; NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX BUREAU OF INDIVIDUAL TAXES INH[RltAHer tAM DiViSION D[pr. Z8DbOI HARRlsaUAG. PA Illza-Ob01 .It.lh' II tit Ill,'" 03-10-97 NESTER 04-06-96 21 96-0330 CUMBERLAND 101 R WM D SCHRACK PO BOX 310 DILLSBURG II I ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN AJlount A.nlt hd HELEN PA 17019 HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV:iS4i-EiCiii'p-nPHji-iieii''iCE--OF-YNHEiiii'ANCE-YAX-iiPiiiiiiisEHEiii'-;-iiLLOWAHCE-oli----------------- DISALLOWANCE OF D~DUCTIONS AND ASSESSMENT OF TAX ESTATE OF NESTER HELEN R FILE NO. 21 96-0330 ACN 101 DATE 03-10-97 TAX RETURN WAS. (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estat. (Schedule AJ 2. stocks and Bonds (Schedule 8) 3. Closely Held stock/P.~tn.rshlP Interest (Schedule Cl 4. Hortgages/Hote. Receivable (Schedule 0) 5. Cash/Bank Deposits/Hise. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule fl 7. Transfars (Schedule G) 8. Total Assets I CHANGED HOTE: To insure proper credit to your account, sub"it the upper portion of this forn with your tax pay"ent. .00 .00 .00 12.673.82 53.405.54 .00 185.624.92 (BI 11) (21 (31 (41 (51 (61 (71 251. 704,28 APPROVED DEDUCTIONS AND EXEHPTIONS: 8.963.57 9. Funeral E.penses/Ade. Costs/Hlsc. E.penses (Schedule HI (91 10. Debts/Hodgoge Uobillties/Uens (Schedule II 1101 482.37 11. Total Deductions 1111 12. Net Value of To, Return 1121 13. Chorltoble/Governeentol Bequests (Schedule JI (131 14. Net Value of Estate Subject to To. 1141 NOTE: If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will reflect figureS that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Aeount of Line 14 at Spousal rote 1151 16. Aeount of Line 14 t..oble at Lineal/CloSS A rote 1161 17. Aeount of Line 14 to.oble at collateral/Closs B rote 1171 18. Prlnclp81 t8X DU8 Q.441:i q4 242.258.34 ,00 242,258.34 .00 X .00. 242.258.34 x' 06. ,00 X .15. 1181_ .00 14,535.50 .00 14,535.50 TAX CREDITS: PAYHENT DATE 07-01-96 12-11-96 AHOUNT PAID DISCOUNT ('1 INTEREST 1-) 684,21 .00 RECEIPT NUHBER AA1l2996 AAl84938 13,000.00 851.29 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 14,535.50 ,00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I In '.-:1 ., . c fr:.' :...- ,~ 'J' ,. ...J5 00 RESERVATION: Eltatl' of dlcld.nt. dying on or bafor. DIC..blt 12, 1912 .- If any future Int.rl.t In thl ..tatl I. tran,flrrad In pOI....lon or .njoy..nt to Cia.. a leol1a\eral) bini' Icier I.. of the dlCldlnt .'t,r the ..pltatlon of any I.letl for 11', or for y..r., the Co.,onwa.lth hlr.by ..pr...ly tl..tV" the right to apprals. and ...... transf.r Inherltancl T.... at the lawful Cl... a (colls1,ra.) rate on any such future Int.r..t. PURPOSE OF NOTICE: To fulfill thl reqult...ntl of Slctlon 214D of thl Inh.rltancl and Estat_ Ta. Act, Act ZZ of 1991. 72 P.S. Slctlon 214D. PAYH[NT I D,tach the top portion of thl. Notlel and sub.lt with your pay..nt to thl Rlglst.r of Willi printed on thl rev.r.. sid.. "Make check or .oney order payable to: REGISTER OF HILLS, AGENT All pay..nt. r.celv.d shall flr.t be appllad to any Intara.t which .ay ba due with any re.ainder appliad to the ta.. REFUND (CA): A refund of a ta. credit, which was not r.quest.d on the Ta~ A.turn, .ay be raque.ted by co.pletlng an "Application for A.fund of Penn.ylvanla Inheritance and Estata Ta~" (AEV~13IS). Application. are available at the Office of the Aegl.ter of Will., any of the ZS Aevenug District Office., or by calling the ,peclal Z4-hour an.werlng ..rvlce nu.ber. for for.. ordering: In Pann.ylvania 1-800-16Z-Z0S0, out.lde P.nnsylvania and within local Harrl.burg area (1111 181-8094, TDDI (111) llZ-Z2SZ tH..rlng Iapaired Only). OIJECTIONS: Any partv In inter..t not sati.flad with the appralse.ent, allowance or dllallowance of deduction., or a"e"..nt of ta. (Including dl.count or Int.relt) al shown on thll Notlc. .u,t Object within sl~ty (60) day. of receipt of thlt Notice by: DR -~wrlttan prote.t to the PA Depart..nt of R.venue, Board of App.al., D.pt. Z810Z1, Harrl.burg, PA .-electlon to have the .atter det.r.lned at audit of the account of the perianal reprelentatlve, --appeal to the Orphanl' Court. 11128-1021, DR ADHIH ISTRAfIVE CORRECTIONS: Factual error. dl.covered on thl. al.es...nt ,hould b. addr.,sed In wrltln, to: PA D.part.ent of Rev.nu., lureau of Individual Ta.e', ATTH: Po,t A.,el,.ent R.vluw Unit, Dept. 280601, Harrisburg, PA 11128-0601 Phon. (711) 781-650S. S.. pag. S of the booklet "In,truction, for Inh.rltance Tax Return for a Re.ldent Deced.nt" (REV-ISOI) for an e.planatlon of adalni,tratlvelY correctable error.. DISCOUNT: If any ta. due Is paid within three (1) cal.ndar .onths aftar the dec.dent's death, a five patc.nt ISZ) discount of the ta. paid I. allowed. PENAl TV: Th. ISZ tax aan..ty non-participation p.nalty I. co.puted on the total of the ta. and Int.re.t assassed, and not paid b.for. January 18, 1996, the fir.t day aft.r tha .nd of the ta. aana.ty periOd. Thl. non-participation penalty I. appealable In the ...e ..nnet and In the the saea tl.e periOd as you would appeal the tax and Int.r.st that has b.en alsessed as Indicated on thl. notlc.. INTEREST: Int.r..t Is charg.d beginning with flr.t day of delinquency, or nine (9) .onth. and one II) day fro. the data of d.ath, to the data of pay..nt. Ta..s which beca.e dellnqu.nt before January I, 1982 bear Intere.t at the rat. of .he (6Z) Ilercent par annul calculated at a dally rat. of .000164. All ta... which beca.. delinquent on and after Ja~ary I, 1982 will beat Int.relt at a rat. which will vary f,o. calendar year to calendar year with that rate announced by the PA Oepart.ent of Revenue. The applicable inter.st rates for 1982 through 1997 are: '!!!! Inte,.st Rate Dal h Inte,e,t FActar !!!! Interelt Rate Dally Int.,e,t Factor 1982 20Z .0005"8 1987 .. .OOOZU 1983 16~ .000,.38 1988-1991 11;( .000l01 191'" I1Z .000301 199Z .. .0002U 1985 U;( .000l56 1991~1994 7% .00019l 1986 IO~ .000274 1995~1997 'Z .0002,., - ~ Interest Is calculated as follow" INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice I.su.d after the ta. beco.e. d.llnquent will refl.ct an Int.re.t calculation to flfteen (15) day. b.yond the date of the a.,es,.ent. If pay.ent Is .ade after the Int.rest co.putatlon date shown on the Notice, additional Interest .ust b. calculated. STATUS REPOHT UNDEH HULE 6.12 Name of Decedent: HELEN R NESTER ESTATE Date of Death: 04/06/96 Will No. 2196-0330 Admin. No. pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 1 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 xx 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 Ves, state the following: a. Did the personal representative file a final account with the Court? Yes No xx 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 xx 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 blf aLtached to this report. -j, (,...t ,() () /:. '- /--" .?"Y?i!f ~ ~ t..::-e.I'''c1~'::'';#'7, ,1.- ,....;;.-e Signature Date: .~:;I')Ht . Vilma D Coken and Francis M Nester Name (Please type or print) 55 State Road 1286 Brandt Road MechanicsburQ PA 17055 Address '.~ c: (717 ) 766-6329 Te 1. No. & 717-258-6175 Capacity: xx Personal Representative s Counsel for personal representative (MAH: rmfl AM3) ,