The URL can be used to link to this page

Home My WebLink About96-00396 Jf~ / " " ~ ~ ~ ~ W- 0 \ ~ CD' .. \ . 0 0 "-. .. Z 1ft LLI .. PETITION n)R PIWHATE lInd GI(ANT OF I.ETTEnS .2" 1- 9 !P: .2~.lt>.__. E\lII/!' 01 .. .RlIs~ell K. Lackey Ill", k"oll'" III _ _N/A No. 10; .~-';;':i<;l :~('(,i<~i,);ivo. 171-28-0534 ", : f)(,(,(,tJH'd. Ih'~i'lel of Will, Inr Ihe COIlI1lY of ,ClUnlX!rland..__.. ill Ihe ClUIII1IOI1\\'l,.'alth of PCI1I1!'<tyl\'ania Tin,' IH.'lilion of tIll: ulIlh..'r...il!l1.:d (c\!lct.:tflllly 11'IlTc...cnt\ Ihal: Your pl,tilioI1CT('), \\110 OC/.lIl' IX year... of 'Al' or oluer anthe C\l'c'lIriccs~__-._______ named illlhe 1;1'1 will Ill' Ihe ilhllle den'delll. dilled.. ,llgll~,t:...16.1, ..19,~()... __,....._________. 11)__ illld e",licill" dilled ... None. ..,."--....' ,."-..,-...,-.-' -,----- --.---,.----.....---..-'-----'....-. -~- ,--.--.-,'.. ..,,-,---~---_._---'--- --Sce-RenUIlci'ilti()i1' F'i lcd-'-'" ..---..-----'-- _._,,~--_.'-'---- ,~~-"---"'-"- 1',I;II~' Idl'\.llll ~'lI~'lIt11"all~'\.", l",)!. ''''lllllh:iatil1l1, lk;llh ull'\l'(IHtll,l.'h:,1 [)eeelldelll Wil' dlll1liciled :l! deillh ill _ CUJT1Qe.r1.and _ ClllllIl)', I'clI1l\)'ll'ill1iil, with hJ.5_.._I;"1 filll1i1)' or ptille;i'alle,idcllcc a1 ._630..Nor:th_Hanover..Street,-,=arlisle,- ~nn_sy!.vaJ}i'J.J l()J} JI)()[l)ll911Q.U:ar;lJ1>lg) lli'l 'lIl'~'l, IHl1llh~'r illhlllHllIdlMlil) t IJ<CCIllIeI1l. Ihcn ___9..1.___._ I'eaf' of ilgC, died )\PI;U_1~, . II) 96 :II Carlisl<J, Hosp~!:iI1.Lr.arker street, Carlislg,..1'h_J7llJ.:L E'<cpl '" fullu\\\. dcccdcm did nlllmarry, wa' nol di",nccd allll did nlll hal'c a <hild horn or adoplcd aftcr c,\c~Ulion of the \\i11 nlfcr~d for prohalc: wa\ nol the \"il:til11 of a killing and Wa\ I1c\'cr mljudici.ltcd in<ompclcIH: no .(!]:(cgp~..ons , .- Dcccndclll at dcath owncd propcrty with C~lil11atcd \'aluc~ as rollo\\~: (If domicilcd in I'a.) All pC"'lIlal Plllpcrty S Unestirnated (If not domicilcd in I'a.) I'c"'lIlal propcrty in I'clln'yll'ania S (If nol domiciled in I'a.) I'c"'lIlal Plllpcrty ill CounlY S Valuc of rCill eslale ill Pl'I1I1~\"I\"at1ia S ,ilUalcd a, folluw,: uQ.~9_J'b.!'tIU!<U19.Y~L,litrJ!.~!:,...9!,r-t.lsJ,g...J'.b 170n titl~d wi..t:I:Lwife,_LeC;>,raS...1ackC!y...as tenants bv th9 entirety. -'--"~---------'----- WHEREFORE. p<lilillncr(\) re,pwfully r<quc,I(') Ihc plll!>:HC of Ihc la'l will alld <odicil(,) prc,cmcd hcrcllilh and Ihc gram of IeHCf' Testamentary (t..:,lilllll:1I1ary: ,Hhnjlli'iI,llilill 1.:.1.;1,; al!millhu;nhll1l!.h,I1...:.I,lI,) IhcllllI. " ~ 1Z " - 0:" o .,,0 -'- ~2 ~'~ c ~ ]-. ~~~~vih=~!~_~ Carlisle Pji,.-f70]j'---'-.--- ----_~____I, __ ,_,___ _.'__.___~_._~_,.______._"~'__ Jl]-=:...2A9-=-.417.L____.. ",---- ,_s's'l'-l..2..0B.::-24_-2216 "..___..u__ _..,_ ~LlJ..il.LL..~ '::)/(l.C_ Barbara Jo Bear -BIG-Hamilton Street =-~rl~s!.(!1 PA 17013 _Jl.L=-_243~_4.Q9 __Slit:U 76-34-7677 ---,--,,_._---'-----' ,-------"--"_. ___~~_,___~__m___~___'.._ __ -- -----~ .------,-.-- ,..- '- - _..._,-----~~._-------'- -~--,-----'_.., OATil OF PEI(SONAL REPRESENTATIVE C0!\1!\10:'o:WEAI.TII OF I'EN:'o:SYI.\' ANIA I .~ '. ::ia cou:'o:n' OF __~UM13ERJ!.1!"} J .. The peliliot1cll~) ahovc-namcd \\\'cilrh) ur affirmb) thilt the 'tillCI11CIl(~ in the foregoing petition me truc and l.:~lrrc~1 to thl' he\t of till' klllw.kdgc ami hl.'lil.'f or pClilioIH~r(~} ami that a~ pcr\onal reprc~cn. latin,'h) pI' the alHl\'l' dCi..'cdclIl pCliliol1c'(\) will wcll anLd tr~ly :u.lminblcr 1I,Il.' c~talc al.:l'O, ruing tn law, ,J ? ;1 f / SWllrn III or alli,""l1e,,'d alld ,ul".:lihcd I .---- Cl.. ,1,,1.fu,'t1J1/J 11- ~U::Y0 "" hclorc llIell1l\ .om ..._"..~.. dOlI or _,,_' ___S:~lynr Ann Hoover ~ ""--.,~ r, ,/;/;,(, 1'~96 .... t'j't';l~ ',....jl."/L' " L71?i"lt-i. ~':ii. I:''', ....'''!.;)~ '~"'--......-B.;rh.ltaJOBca~ ~ _~,__~ n.,J.._,",-l4'.J. L.t. ,J,..~t'-..,~,._..... -';I~/'j./---._---' ."---"-~.--'-.-- ~ ,J Mary c. Lewis, Ut'l.!i.\/(', / =-_~_, .'_,___..___'_._ .E /.5-I{)~../ 3 00 \l:i :0 ciS' :Om 3 co' 0' (;)("l .' (:.; 0 " =>: ~ ,- " I' 1 ., Cl'I { .' " , 1 -0 ~5:L " 1..01 iii ~. -0" ,':", ::P~ ():) - 011I ::: Q)s; .9:" :t: Q"O -0... ' '.(1),.2: ,:!~$ ~ ;;a', . Q) 0:' ,0:. ' I' t- co ~ M a.. \0 I ~ 'l::~ ~o.; () :' ... .!,:JU ,- 1"'"0 " f.i , -- C:l n; .~..o ~~ ~ Eo< Z ~ :E >- ~ ~ < :s: ~ ~ ~ ~ ~ 0 < a::sE~ ...:l Cl !:l< 1&.. tn z 0 ::d . ~ Ez \0 < ...:l :E~oi5 0\ ...:l ~ Z ~ II. .... ...:l I ...:l ~ 1IIa:~1d \0 .... ~ m 0 oJ 0\ !t I p iSK~ .... Iii ~ N a: < ' II ~ ...:l \ \ ;V .j '-...I ,. ., },.':, 1\ , ',' .- ~'" 'J , " ',. " '/ d " \/ -(<!. " LAST WILL AND TESTAMENT OJ! RUSSELL K. LACKEY I, RUSSELL K. LACKEY, of 6;lO North lIanover Slreet in the Borough of Carlisle, Cumberland Counly, Pennsylvania, heing of sound and disposing mind, memory and underst:lnding, do hereby make, puhlish and declare this as and for my Lasl Will and Testament hereby revoking and making void any and all Wills by me III ,lilY time herelofore made. I. I direct my hereinafler named personal representlllives to pay all of my jusl debts and funeral expenses as soon afler my dealh as may be found convenienl 10 do so, including the payment of any and all inherilance, eSlllle and delllh taxes which may be payable on account of my demh regardless of whether the assets on which such laxes arc based arc part of my probllle estllle or nOI. I direct that my body be interred on my buriallotlocaled in Weslminster Cemetery in North Middleton Township near the Borough of Carlisle, Pennsylvania. 2. I give and bequelllh all mutual fund shares owned by me in my name, up to a value of $600,000.00, to my two (2) daughlers, Carolyn Ann Hoover and Barbara Jo Bear, in trust, to retain or reinvest the same as in their judgment is besl, and 10 pay the income arising therefrom at least annually to or for the benefit of my wife, Leora M. Lackey, so long as she shall live, and at her death said trust shall terminate and the principal thereof shall be divided equally between my said two daughters, Carolyn Ann Hoover and Barbara Jo Bear, their heirs and assigns, provided each of them shall survive my wife, bUI should either of them predecease my wife then the share such deceased daughter of mine would have received shall be distributed to such of her issue as shall be living at the date of my wife's death, per stirpes, and if there be no such issue the same shall be added to the share of my other daughter, per stirpes. 3. All of the rest, residue and remainder of my estate, real, personal and mixed and wheresoever the same may be situate, I give, devise and bequeath to my wife, Leora M. Lackey, her heirs and assigns, to the exclusion of my children, born and unborn, provided my said wife, Leora M. Lackey, shall survive me by a period of ninety (90) days. 4. Should my said wife, Leora M. Lackey, fail to survive me by a period of ninety (90) days, then in such event all of the reSl, residue and remainder of my eSlllle, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to my two (2) daughters, their heirs and assigns, they being Carolyn Ann Hoover and Barbara Jo Bear, provided each of them shall survive me by a period of ninety (90) days, but should either of them fail to so survive me then the share such deceased daughter would have received shall pass to such of her issue as shall survive me by a period of ninety (90) days, per stirpes, and if there be no such issue the same shall lapse and be added 10 the share of my other daughter. Should either of my daughters receive china or silver or other items of family use and sentimental value, it is my request that the daughter receiving such items eventually pass them to her descendants so that these items will continue to remain in the family. 5. I hereby nominate, constitute and appoint my wife, Leora M. Lackey, as Executrix of this my Last Will and Testament, but should she fail to qualify or cease serving as such, then in such event I nominate, constitute and appoint my two (2) daughters, or either of them, they being Carolyn Ann Hoover and Barbara Jo Bear, as alternate or successor Executrices, and I fun her direct that none of them shall be required to post any bond to secure the faithful performance of her duties in the Commonwealth of Pennsylvania or in any olher jurisdiction. 6. In addition to the powers conferred by law, by hereinbefore named personal representatives and Trustees are empowered: a. To invest any part of the trust corpus in such securities, investments, or other propeny as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any goveming jurisdiction. b. With respect to any corporation, the stoeks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mongaging or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds or olher securities as an incident to the merger, eonsolid,llion or reorganizlIlion of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proponionate interest of the investment in such corpol1llions; to exereise ,lny option or privilege which may be conferred upon I'lIgc t of 2 I'lIgcs ., the holders of such stocks, bonds, or other securities of such corporulions either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; IInd generally to have and exercise liS to all such stocks, bonds IInd other securities, the powers of an individual owner who is under trust obligation. c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any pan or pans of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase moneys arising therefrom. e. To keep on hand and uninvested such money liS may be deemed proper and for such period as may be found expedient. f. To compromise, settle or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall funher be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary a:td proper to incur for the proper discharge of fiduciary dutics and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or propeny or any undivided interest therein to anyone or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages, this I r., iL day of C~ 1990. /',j (,' . '~:'l . 'J'<.:-'- '-',. / '.' '. .,' .k,' .~ __(SEAL) Russell K. Lackey Signed, sealed, published and declared by RUSSELL K. LACKEY, the Testator above named, as ami for his Lllst Will and TeSlam~nt, in our presence, who, in his prcsence, at !Iis request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. /k!.rC ~, hj J/\.v f.-<-A-l). h~ , '0 , 21-1)6-3% REGISTER 01' WittS 01' ClInbcrland COUNTY OATH 01' sunSClmUNG WITNESS Robert G.,-E'J:cY...~g,--_______. .~.m\.1Il (each) a subscribing witncss III the will prescnted hcrewilh, (each) hcing duly qualified according 10 law, dcposc(s) lInd say(s) Ihal lie presenl and saw Russell K. Lackey the lestat or , sign Ihe same lInd thm _Ue signed as a witncss m Ihe requesl of teSlat.2L....... in h.-is_ prescncc and lin the presence of each olher) (in Ihe presence of the other subscribing witness(es)). Sworn to or affirmed und suhscrihed hefore me this 14 tn day of :'Z Ma;,-. /9-9.6_ 'Jll'tj- ( '0;'l/L~~h" fl.~pr.1' MAR'l- C. LEWIS H('Rister' I~" ~~\ 1 l \. \ / -.1 . -'.- '--'-. le,,[..,' r (iN:unet' - J or) .... Ih II.., .""l "'.,.1 r (', ,. I. ',/'" IAddress) ,'Ii .:;"-~ /'1 (J //,,;"3 (NUll/C) (Addrcss) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS ~ . ../ /" , /' (each) a subscriber hercto, (each),b~.ing duly qualified according to ~; depose(s) and say(s) that falililiar with thc signalure of L- , '-'. /codicil '- " test at_ of (one of the subscrihiug \\'ilJ.!.Csscs lo)/the will presenled herewith and ...../ codicil hclie~,es'lhe~nalure on the will is in the handwriting of .) ......., / '-. '. that to Ihe best of knowledgdi;;d belicf. .. .",,~ / Sworn 10 or affirmcd and sUbs.1'ibcd bcfore me Ihis day of 19_ (Addrcss) ...., (NUll/C) "- "" ... ...~ "'~ (NUll/C) / // Rc.'Ris/(', (Addrcss) 21-%-3% HEGISTEI{ 01' WILtS 01' --.C.l.I.MUllliLI\NU_ COUNTY OATil OF SlJIISCIUBlNG WITNESS Hobert ~l~...l".!''='YLl::~'l illl(U!9.I"'I~t_G,-_Yr~'y ,.."'i'1,,, ,,1Ui~1I: (each) a sul"crihillg willi'" III Ihe will pICsclIl.'d hClcwilh, (,'ach) hdllg duly qualiricd acemdillg 10 law, dcp"'c(s) alld say(s) Ihal _tl!cy._ wer9,..,_.__ ~.. _~___..~... ..____.__ prcselll alld saw Russel !..~' L"ckey._,,~____ _.______,_.' ,__ ___.____.... the lc~laL.or~_1 ~iglllhc: !-l;lllll' allllthal .. .. UICY __ _~ ______.____.. \jgl1cd ,I!.. a willlc~s al the rcqucstof IcslaL or_. ill I...!';,.. IlICSCIICC allll (inlhc IlIc'cllec of cadlolhcr) (illlhc Iltcscncc of lhc other sub"rihillg wilncss(c.')). '...., -- r r: (i '-"-( h, I "'o1l Sworn 10 or afnrnll'd aud ,uh"rihcd hcflltc ~. mc Ihb ......, 13Th .. day of lNamc) Holkrt M, Frey, Esq, S.T:-./~YL_7."~''<.;;''~-- ' .. l'I.I)_~_.._ .. ,I"ive ~,:.J~~~l()-"er SL, Carlisle, PA 17013 J/2/':01!) "I/L~//o"'" .'.'",/.t....,) fA"d ,) ..__ ,.c!..7/ ..,----,' -'--'-.....-;t.l.,-'~,-:J/.I./ ..,. . u rcss . WilY C, Lewi:;, 1I1'~;.\I"rl:'f,1'.1,,__...._,.._..__ ~' ,'l ./ (NulI/I') Hobert G. Frey, Esq, Five S, lI"nover 51:., Carlisle, PA 17013 (/1""",.\.\) ImGISTEH OF WILLS OF COUNTY OATH OF NON-SUnSCIUIUNG WITNESS (cach) a suh.criher hcrClo, (cach) hdng dilly qualificd accmding III law, dcposc(s) and say(s) thai ___ familiar wilh the ,igu:nurc of cmlicil will lhal _____...__..' ..... prcsclucd herewith :lI1d codicil ..,.. ,__ hclic\'C\ Ihc sigllallllc 00 Ihc will is iu Ihe handwriling or tcstal_ of (OIlC of thc snhscrihillg wilncsscs 10) Ihc _ ___~.__ un __________.__~.._._._____..____._ - .---.-- tOlhc hcstor ,_ .....~ ~ll\lwlc"~e allll hdic!'. Swurn 10 or affirmed allll \uh\l,,'rihL'd hct'mc mc lhis _,.__.~. _, ,~.__' day of (NUll"') IL,..,.... (I I tltI"..I'.I') N('~i.\f(lr ---_._--~._- ~_.~- --------- (,vllllll') (11 "tI,,'.\.I') E .;.--- CEIrJ'IFICATION OF NOTICE lINI>ElllWLE 5,6 (A) Name of Deccdcnt: Datc of Dcath: Will No.: To thc Rcgister: Russcll K. Lackcy April 17, 1996 2l-96~JI{p I ccrtify thatnoticc ofbcncficial intercst required by Rulc 5.6(a) ofthc Orphans' Court Rules was servc ....Q1l1 r, mailcd to thc following bencficiaries of the above-captioned estate on " ?- Ult? : Name Addrcss Leora S. Lackey, 630 N0I1h Hanovcr Strcct, Carlislc, PA 17013 Notice has now been given to all pcrsons cntitled thcreto under Rulc 5.6(a) except: Nonc. Date: (1/171!Cita / .lit Y4 9 j/Z IYll/Yc Robert R. Black, Es'quire 36 South Hanovcr Strcet Carlislc, Pcnnsylvania 17013 (717) 243-3727 Capacity: _ Personal Rcprcscntativc -1l. Counsel for Pcrsonal Re'prcsentative 00 v.\ :::J c: m :J:)<D =J (l' \.J \J f' " , <- c:: -, - .' N .. .-1 C. .' " , a .' ; .. ~ u~, ~~. ..,; .. ~...'\ .- ~ ,. !Xl 'N-UU II I'"'' 146522 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX . D NO. AA RECEIVED FROM: i ACN ASSESSMENT r:'I CONTROL Iii NUMBER AMOUNT BLACK ROBERT R 36 S HANOVER STREET 101 $700.00 CARLISLE, PA 17013 ESTATE INfORMATION: r:I fiLE NUMBER ~ 21-1996-0396 r:I NAME Of DECEDENT (LAST) ~ LACKEY RUSSELL K II DATE Of PAYMENT m POSTMARK DATE COUNTY SSN 171--28-0531. (fiRST) (Mil CUMBERLAND DATE Of DEATH 04/17/96 REMARKS m TOTAL AMOUNT PAID $700.00 CW CAROLYN ANN HOOVER & BARBARA JO BEAR CHECKtI 7 .1 " RECEIVED BY . ! \.. \ SIGNAtuRE j , " I . . j SEAL REGISTER OF WillS MARY C, LEWIS REGISTER OF WILLS ..--- __,. _ M._...........M.._~ ~:-fnv..1M.. aN-Uti 111.."1 146768 COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX tth o NO. AA DLACK RDDERT R 36 S HANOVER STREET I I AeN i ASSESSMENT m AMOUNT CONTROL NUMBER '\ ! . \ 't 101 ~"1~.23 \ ~\ \ 'OtDHUl. RECEIVED FROM: CARLISLE, PA 17013 ESTATE INfORMATION, f:II filE NUMBER g 21-1996-0396 f:II NAME Of DECEDENT (LAST) ~ LACKEY RUSSELL K II DATE OF PAYMENT m POSTMARK T COUNTY \ \ SSN t71-2e-0534 (fiRST) 1M II CUMBERLAND DATE Of DEATH REMARKS ~ TOTAL AMOUNT PAID ~ltl5,23 PATSY A MOORE C/O ROBERT H DLACK ESQUIRE SEAL *This receipt is being reo!.a<::ed with AA 185055 State notified our deparhnent of this, Correstion made to r.i:Jrrect the credit to the Heishnan Mary C, Esta1e. REGISTER OF WILLS .r; , , \. ji i ;1 . I' '.i' RECEIVED BY ;ft-",.,. '('!I' ....Iull/v '.' SIGNATURf;. I MARY C. LEWIS .,/1/1, 0', If/j REGISTER OF WILLS ---, -~ - 0 ----...A.. '"4 .'-~" of:. R(V.I~OO fl. 1'-'101) A9,'~'-#:.'Y", INHERITANCE TAX RETURN ':~~'ifI~' RESIDENT DECEDENT COMMO"W'Al1tl A. P1"",,"VAlUA (TO BE FILED IN DUPLICATE OIPARIMIUI 01 Mlvwut W) 21 - <<J() - 0396 tlm"m:u~o'l'i\1801>01... .. ..WIT~ REGISTER OF ILLS. COUNIYCOOE..., .Y(AR. ol'(,oi;'I'.~'t4"''''-'-II~-~1. 111l~1."'~;4U /,lIULlIlllllllolll .. .. . ... .\Ultltlflll'!o (0"'''1111. '.0 'IWI~" Lackey, Hussell K, 630 NorUl Hallover strect 'O~';ll'~~~~'~;',~'------'r;/~~I;~~)'" 'r~Y~'/~~' .- COO", ~~U~d~~~~;ldI'A 17013 ,,, ~~~~~~~~.~~:~ "~O:l "". ':" ~~~'-::'~~_ J:;~j~~?;~~;'~ '~~J::~ii~~~i~i~~'''1iUc''ioi''T-- . IXl 1. O.;g;nal R.'"n [J 2. Suppl.m.n'al R.,u," I J 3. R.maindor R.I.," tlor dalo, of death prior to 12- t 3.82) o 4. Um;,.d E,'ol. [140. ru'". In'..." Comp,am;lo 0 S. Fodoral El'a'. To, Ro'uln Roqui..d (for dolo' of death 011 or 12.12.821 R'J 6. D.codonl Di.d Ta,'a'. [J 7. Doc.den' Main'oinod a U,ing Ttu\' -1l B. To'al Numb.. 01 Solo D.pali' Ba..' (Attach ,apy 01 Will) (^tlo,h ,opy 01 ltuII) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO, ... z ... lil ... ... co ... ... )t~cn ...",'" ....,.... ::cog ug:m ~ ,... "'z ...... "'co "'z COco ....,. I~ UAMl Robert R, Black, Esq, tU(PllQti[ HUMUR ~7.-l_ 243-3727 z co S :> ... a: "" ... ... '" 1. Reol estate (Schodule A) 2. S'o,h and B.nd, (S,hodul. BI 3. Closely Held Stock/Parlnership In!fUlts' (Schedulo C) 4. Mortgages and Noles Receivable (Schedule 0) S. Cosh, Bonk Deposits & Miscolloneou\ Penonal Properly (S,hodul. E) 6. Jointly Owned Property (Schedule f) 7. T,anol... (S,hodul. G) (S,h.dulo L) 8. Tolol Gron ^"els (Iotallino, ,.7) Q, Funerol EltpenS8S, Adminhlfoli'tlo em". Miscellaneous Eltponslts (Schedulo. HI 10. Oehh. Mortgage liabilities_ lions (Schedule I) ,1. TOlol Deduction, (lolclUnes Q & 10) 12. Not Voluo 01 eslate lline 8 minus lino 1 'I 13. Charitable and Governmental Boque'" (Schedule J) lA. Net Volue Subject to 10lt {line 12 minus line 13) 15. Spousal Tronsfers (for doles of death aher 6.30.941 See Instructions for Applicable Percentage on Reverse Side. (Indude values Irom Schedule K or Schedule M.) 16. Amounl of line lA 10Kable 01 6% rolo (Include value, from Schedule K or Schedule M.) 17. Amount 01 line 14 10Koble a' 15% rolo (Include value, Itom Schedule K or Schedule M.) 18. PrincipalloK duo IAdd lox from lino, 15. 16 and 17.) lQ. Credih Spou,al Poverty Credit Prior Poymen" + 700,00 .t' I,)J , 'J .J lOR DAIlSOI DIATIt ^nlR 12/31/91 CHtCK HIRI II A SPOUSAL . POV_IRT.! CRIDIT lS CLAIMID I ] __. ---- 1I11 NUMBIR z co ~ ... :> .,. '" co ... >< "" ... NUMBER (0",P11n M"'IW~C. "'DOIl[~~ 36 South Hanovcr Strcct Carlislc, PA 17013 (I) ____._0...00_______ (2) ______Q.Jl_Q____ (3) _0_.00 (4) _....-~~~---,- (5) .-21.&51-.)3_-- (6),_,_15.8.)8 P) O.Op I B) 21,815,51 (9) __.!l,2.2ti.~.-- 250,88 (11) 12,177,87 (12) ..-2,637.64 (131 0,00 (141 9,63],64 (101 (15) _8"8].9..,,.1.1>----..-0,0: (16) ___0.00_.. .00 = (171__._751h!1L---.---. .15 = ___0-,-0.0 0,00 113,73 ------~-_. - ~ ----- (1BI 113,]3.___- Diuount +,~8.1.- Inlere,1 .__.7,3l1.,84 623 ,11 --~------ (191 (201 ------ ------- 20. ULina lQ is greoler than line 18, enter the difference on line 20. Thi, i, the OVERPAYMENT. a ~1t4:rn'llil u .1....L.II..U..ilI'III.ltlhh...Hm:r.Ir.'I...L.III..l.'LJj~'JIIIIlI 21. Illino 18 i, grealor than Une 111. onlor the differenco on line 21. Thi, i, tho TAX DUE. A. Enler Iho inleroU on tho balance due on line 21 A. B. Enter tho 10101 of lino 21 and 21A on Uno 218. Thi' i, the BALANCE DUE. Make Check Payable to: Reg~ Wills, Agent (211 (21^1 (21BI --*---~--- ~-------- --_._-~---- ~ ~ BE SURE TO ANSWER ALL QUeSTIONS ON REVERSE SIDE AND TO RECHECK MATH """'""" Und.. p.nalli.' 01 p..ju.y. I d.d... ,ho' I ha,. .,am;nod ,h;, .0'",0, ;ndud;ng accompany;ng "h.dul., a.d ,'olomenh, and 10 ,h. b.1l 01 my knowl.dg. and b.Bol, ;1 il IIUO. ,all." and ,amplo'.. I d.daro ,hal 011 ,,01 .110'. hOI b..n .opa,'od a' "u. mark.' ,olu.. D.da.a';an 01 p..pa... o,h., ,hao ,h. p...onol ,0p,0Ion'aH,0 ;, baled on all information 01 which prl!parcr hos any \..nowlt!dge. "",,AlU ",,, "~"~\'W 'O~:;!}V -Too.." 91) Altcrs Rd,; Cill:lisle,PA-1701S------ ..' 816_lIamiltDn,St., Carlisle, FA 17013...__ t Of (PAIlI OTtHllIIlAU:IA.ItHATIYf AllOII(!:o~ J ~'rtfJt- 36 S. Hanover St., Carli51c, PA 17013 n'i.i'lrrrra1 q 6 ",_9!:2.i.!I!U,- D4.T( r- 1/If/Cfb..-. I ..IS I. 11'11.1. .1"'11 TI'XI'.I~IENT III' II I ISSEI.1.1(, 1..lel\!:\' I.ICI'SSIII. I,. Llt'I\I:\"..1 hIli ",.."h 1I,,,,,,,,cr SIrCCI ill Ihe 1I..lIlIIl:h..r Calli,le. ('lIl11bl'll.IIUI C'PIIIlI), 1'1'1111\)'1\'111I1,1, hl'illl~ lit" MUlIltl illlll disposing millll. memory and Ul"lrf'I,llhhllJ', 1111 hl'll'''~ 1Il,1~1'. p"lth..h illllllkdilll',hi';l\ ;lIItl for m)' 1."\1 \ViII :nltl Testillllent 11\'II'h 11'\ 11\ IUl'. ,Il\lllll.l~ IOf \11111 ,1I1~' ;11111 ,Ill Will.. II)' lIle :11 ;IIIY lime hcrcloltnc milllc. I 1IIIIn 1111\' Illll'lll.lllt'l 11,11111'111'1'1\011;11 H'IIfl'!Il'lIlali\'l,~s 1(1 1M)' "nof Ill)' just dchls illlll IUlh'l.llnp"'l\'" .,\ "'Mill ,.fln Ill)' llt-.llh ;1\ ilia)' he luund (nnVCl1iclIl to tin \0, illl'hlllill~ the 1'.1) lla'Hllll ,111\ .11111 illllllllrlll.llh ", ,',l,lll' ;11111 .killh 1;1\1"; whidl WilY he paYilhlc 011 :H:cunnl of lilY Ik,llll Iq',II""''' III \\h.'111I'1 1111' iI\'.I'I\ lltl \\ till'l, '"L'II 1;I\I's:ue l!;Isl..1 :ue part (If m)' prohalr csl;llC III 111\1 1.lul'll Ih,11 Ill)' !Indy h,' 1II11'IIl'11 (11111)' huliill 101 luc.ucd ill We~lInin~lcr CClIll'lcr)' ill NlIll" ""hldkllllllll\~Il\11I1' '1\',11 II,., 1t1l11l1lJ:h 01 ('.nlhlt., I'cnu\yl\':lIIiOl, .' 11'1\t' ,lllil ''''llllI''lI11 ,llIlIIlIllIill IUlltl ~h;ul's nWllcl1 by me ill 111)' lIi1l11l', 1Ij1 Itl i1 val Ill' of ~hOO,l)l)O 00, III III)' 1\\0 (J 111,1111:1111'1', C.lIl1l)'1I ^"11 Iloover ;1Iul B:uh:lril Jo BC;lr. in trusl. In 1t'1,1I11111 H'mH'" Iln' ',llIlt' il\ inlht'lI jllllgml'l\l is hcsl, alld 10 pay Ihe incollle ;uisin~ Iherefrom:ll k,l\l ,lI1llu,dl)" hI 01 1111 Iht' 1""Il1'11! of III)' wik, I.cma ~1. Ladcy. Ml long :IS ,he shallli\'C, :llld;1I 111'1 tlt'lllll \,1I1111l1\t \11,111 h'I1I111lOllt' .lIullhe IllinciJ1ill thereof ~h;11I he divided eqll:ll1y hetwcen m)' ",IIIII\\1I11,IIlI~hlt'I\, (';11111)'11 ^1I11 Iluowr mHIIl;uh;lr:1 1n Be:lr. Iheir 1I1'irs illltl :ls!oi~IIS. I1rn\'itlecl t',1l II llllht'lI1 ',h,ll1 \1lI\'iVl' III)' \\ik, hUI ,hould eilhcr of Ihl'lII prcdl'ce",e lilY wifc Ihcnthe share \lIth Ih'n'.t\t',l tl,IIlJ:hlt"lIf millt' wtluld ha\'e rCl'civccll'lhall he dislribulcd In MICh nf her issue ;IS \kllll,,' Ii\'inl: ,II Illl' 11,lh~ (II Ill)' will.'\ Ill'alh, Pl'r \lirl'cs. :lIul if Ihcre he IIn Sill'll issue Ihl' same ,h,1I1 I'll' .llldt'tlllllllt' ,h,lIl' of lI1)'lIlhl.'r di1l1J-:llIl'r.l~r \liI11C'i, .\. All 01' 1111' IC\I, H'l'Iitlue :HUlll'm:lilUler of my CSI;tll.', rcal. pcrsonal OllUlmixc:d :lIul WhCII'\tll'nr tilt' Silllle lIIil)' he situillC, I,:ivc. devise :nul heqtlc:llh 10 my wife, Leora M. L;lckcy. Iler hl'h, illlll ""i,:II'. Illlhe ndu,iulI (If lilY l'hilllrel1, hurll :lI1l1 unhorn, provided illY s:lid wife, I.l'ttl;l M, 1.;ld,I'Y, \hall \lIf\'iw Ilk.' h)' il pl'filltl nfllil1ely (1)0) days" ,I. Sh,ullilm)' ,,,ill wife, I.l'm;1 M, L.u:ke)'. f;lilln survive IIlC hy a period of nincty (90) 11;1)'\, Ilu'lI ill \111.:11 C\'1'1l1 all uf the le\l, reshluc 1I1Ulrcll101imler uf 111)' el'll:llc. fe:11, pcr!iUnaluthl III1~t'll, illltl \\hl"l."IK~\'l'r Iht' ';IIIIC 111;1)' hi' silll;IIC. I give, devise 01111.1 11ClIIIC:llh in cll"al shilrcs to Ill)' IWo (2) 11.11Il:htt''', Illt'ir hcil\ Ollltlll\\igll'i. they hcill~ Carnl)'1I Anllllunver :nul Barham In 1....II.IIIII\.uk,1 t'iu'h IIr Illt'lII ,hall \l1I\'iw me h)' it 11crind lIf ninct)' (l)()) da)'s, hul shuultl eithcr uf till' III 1,111 10 'Ill \llf\'I\"t' 1Ill' IIWl1lhc \hall.' '"l"h ,1t~CC;l'l't1 t!,lI1ghter \\'(lulll ha\'e n'l'civcd shall pass In \111 h III !In i\\tIl. il\ \hall \tllviw IIlC h)' ;ll'erin~llIr nim'l)' (I)(J) d;I)'S. IIcr slirpcs, :lml if thcrc I~' 1111 \lit h 1\\lH' Illl' ";Il1lt' ..h;IIII.II'\I' alltl h.' OUltll'llhl thc ,haw nf my othcr c1;IIIJ~lllcr, SIlUllM \.'llhl'llIllII)' I!;llll:hh'rs len'ive chill:! or silvcr or ulhcr itl'ms of family u,e :Iml \l'lllllllt'lIlill \',11111'.11 i, Ill)' H'IIIIl'\llh,lllhe Ilalll~hh:r n'l'civilll~ Slll'h ilem'i cVl"lluall)' (1a~s Ihem In 1Il"lk\t fllil,Hlh ".llh,lllht'\I' 111'11I' Will l'lllllillllt'lu Il'lIlllill in the f.lIlIiI)', ~. IlwH'hy 1I11Iltin.Ill', fllll\lilllll' 011111 :ll'poinl Illy wifr.l.l.'nril M" 1.:1l'kc)', :IS Ih:cclltrix uf Illh Ill)' 1..1\1 Will ,lIhl Tl'\lilllll'1I1, hlltl'lholllil she ..:!itlll IllIillify or l'C:lSC scrving:ls slll'h.thcn in !\lIt II t'vt'lIlI IlIJlllillalc', l'IlII'lillllC ;tllll :IPl'uilll my Iwo (2) daughlers, or cithcr or Ihem,lhc)' heing <<';11111\11 1\ nil Iltltl\'cr OlIulllalllilrot Jo Ilc;n, '" :ahcrn.llc or SlIl'l'cssnr I~xcclllril'es, "'1l1 I funher tlinTI"lh,lllllllll'llf Ihl'lIl \hOllllk.' le~llIill'd 10 1)lI~1 :IIIY hOlld In secure Ihc [.lilhfull1crfnnn:lIll'C of IH'I lllllh'\ IIIlln' ('lIIllmtlll\\'l'ahh of I'l'IlIl'.ylvani;l or in.IIlY olher jurisdil'lion, (I. III :lllllilillll In Ihl' I'uwrrs conferred hy law, h)' hercinhefure 1I01l11l'I) person;!1 It'Plt'\c'nl,lli\'t'\ illltl Tl\Isll'c' me t'lIlpO\\'ell'd: ;1. 'I'll ill\'l'sl :111)' pari uf Ihc lrust l'nrJ1us in stich sccurilies. invcstmcnts, or 1I111l~r "'lIPl'lI)' a\ 111;\)' I~ ~11'Cll1l'll iulvis;lhle iIlHl pmpcr, irresJ1cClivc nf whcthcr Ihe S:\llle arc :ullhori/ctI 1111 1111' 111\I'\lllk'nl 'If 11'1\1 fumls under the laws of any l:11\'eming jurisdiclion, h_ \Vilh rc\pcl'lln :1I1Y l'nrJ1omlioll, Ihe ShlCks. honds. ur olher sCl'urilics (If whk-h 111.1)' 1)(' 11l'1iI, In \'ole ill pcrson nr hy I'roxy un :lIIY sh;In~' of slnl'k: hi l'Ollscntln tile mcrcer, flllt\lIlltl.llltllI or rl'oq:;lIli/:lIinlt (If slIch l'nrpOraliol1s; to l'un\cllI to the le:lsill~, lI1ortt:i111inll nr s:llc lillIit' 1I'''lll'It)' of an)' such cnrpor.llinll~; 10 make :111)' sUITCmll'r. eXl'hanl:e or suhsliullinll of sudl \ll~-~\, Illllltl\ Ilr tlllll'r sl'l'Ilrilics:ls all incident to Ihc II1crl:er, c'1I1sc)lillatinn nr n'nr~:lIIil:llh1l1 ()f \Ill. II fllll't'lalitlll\; 10 pay :111 :lsseS'Il1CllIS, slIhscripliulls :1I1t1 olher MIII1S of mOlley which 111:1>' hc IltT1I1\'11 WI'" ;IIUII"J't'tlit'nl for the pmlcclinll :lIId lI1:1inlcnam.'e nrllle prnJ1nninn:uc inll'rcl'll of Ihe 1II\i'\IIlll.' III III \1It'h t'(l'l,nr;uilllls; In exercisc all)' oplion or I1rivik'};e \\'hich ma)' he l"nnfern:tlllplllI 1'111:11 I of :! I'nl:('~' '. .~ .~,./;. . .. \' irt;\Vt~.U?:'. ,:1 '.;, ~ . .,\" . \\~!~::?':: '1)t,,*,li:.: _l1.'~~;1 ; :~t;' ". .,' " '..1.'" FARMERS"'II~~~11 ..' '. .'.. ',' !iJtpfl4 " TRUST~ f1t-;I~l~1~ , , .' !. : ',':'f~t."'~i;:~'tHjf. ~.~ . "'~:f.' 1,1\' ,f ~...t- ':,~'., '-:. _!.~'r'j'r"\: , .', ,"ti?.':':'~~""1 . ~ ""''''1..,:!1,ti::~!' , ,:':'.'j.i';;\~~J . ....,..' . 'c' .,:!'{:t"l .'," /";;</)i~j . ~".:.'~:i~:::) . !.:ll.... ,',' ':;i:~ j"' . ..; "fl, .' .,:';':'. :'+'.~*~;i , , . .....J'I'..' . I ",' ", :....l-t~.:! ~:ara::~c:1 at:: your requcs t concerni nB accounts owncd, e i ther:.>';~,(-:r~;~ separatcly or jointly, by thc abovc rcfcrcnccd deccdent and the;.";',:,.',::';'\i balance in each account as of the date of dcath, wc have .chec.k.e((;;:..:;J'.<~;i? our records and are submittinll the' followinll information'4'Tn;;::.':.:,.~'::;:,t;j, duplicatc. Wc SUBBcst that you file one of ',these letters attached:-\,').'/~,J..' to the Pcnnsylvania Inventory forms (RCC)' to substanti.atc 'tn.~'.T.,,:h;:~:!\ balance you report .';: :::".,:,.:,,::;:~ . ....:. ' . , . .,'; :,_.;.~';. ';-"~:+:':>J~~i No'te that wc .havc shown thc correct rCllistration for c~ch ~ccounf,.::::.,..,.:.;\;~({.:;! Also, interest accrued' to the datc of death, if. any, 1S 11stcd.as..'>':,ii'.'..:...~'"..;i a separate fiBure. .' .'.i,.\'{,:~..>.,..;.~;,':i Checkine account 1/423327 was oriBinally opcncd 9/1/67 or b.efore,;:..,':'(:";;::i\; The account was t i tied Russell, K. Lackey or' Leora S Lackey.. wi th' 'Ii.... ".::;:';;..,'. Carolyn Hoovcr as Powcr of Attorncy, The balance 'a's'of 4/17/96wa:s':':,~'~;:::::\0!:,') $156,764,26 plus $17,13 accrued interest. for'a total'!"o{:"':;\~:~::'f:{.;.:'~ $156.781.39, The account was a NOWAccount earninc'2,OO% in'te'~e's'"~\;.;!.,:i!~~~?i'i,~\;! tth t. fd th ."'. .... .' ....'.. .' ,."."..,...,'.,...,...~'~ a e Ime 0 ea . . ' .' ." ,":'. .- . '. . '.: ..~ ~.~, ::':;.f.':.itl ..' . .., (., "'qr~ . .ChcckinB account 11~47803 was oriein~llY oPc,ncd..9/1/67 or 'be~0'r~\,'\:\::)}~~::,lk.1 The account was t1 tied Russell K. Lackey W1 th ~Caro'lyn . Hoover a,s.~,.';:.,"'."i::\:,:,f,~", Powcr of Attorney. Thc balance as.of 4/17/96'was"$20,799.4.9,..The~\;(.':.\I.;,:'::Fin~.:! account was non-intercst bcarinu, . . . ,.,,' .. ". .. ,.:.,:";:',i..,'\';):.~::.'..~ o . . "'.' '..' c' I,'I',{." . ... . ..;' ., ' '. " ~ ":'f:" . ..-.,' oi~"~2" :.' SavinBs account 111-344736 was o'~iBinallyopcncct 1/29/86, .... Ti;~~>/:,;!:~:~.,:;~ account was titled Russcll K Lackey,or Dr Paul Crcedon with Car.oly~: ,,::!'.;:~I;O:~i~;:i.:l Hoovcr as power of attorney" The balancc' as'of 4/17/9~wa~,'--..""'!::::i;'=1 $1,514.39 plus $1.97 accrued .1ntcrcst for a total of $1,516,36.': '. :"..:.:;,;,\, The account was carninB 2,80% interest at the time of dcath,: '....... '.': 'J.:':.:~~:,i\ I . ,. .-" " ., ';",::.. ~"'("" W~ have no record of a safe dcposit box in the dccedcnt's name,..r::'\~..:~t:.,;Ii:~.~ . . -- '.:-::~'.: ::.;', :~;,:'.",; ,:.;~~::( ;~':i Aincc ely, RECEI"V" ED' ......:.;;<:, ~ . ',:,':'.I~~r'~; _~ --~s",,"", JU~ 1'9':"99tll\}~~;:~:,~;.1 T ~sonc ," ,',.~... 1..":,,.~"..'I.~~llY.' Karen oma;t'..",. .", " "';""-';;';'~~; Supc rv i 91.\I!,Wilsl:lligll15trccf)p.Ql,\lifilQ20 Carlislc,l'cl1l1syl\'ania 17013 (717) 243_32~fndis Black &' Schorpp"l'; ; . May 17, 1996 Landis Black & Schorpp 36 South Hanovcr Street Carlisle, PA 17013 Re: ~statc of Russell K Lackey SSN 171-28-0534 Datc of Death: Apri I 17, 1996 '. ' ~ . 1I'tlSot... 111", W COMMONWIAllft O' PrNHSYlVAHIA INIlUIIANCl TAX UIUIN tUIDIN! DICIDIN! urATE OF Lnckey, HUSl.)oll K, Jalnlllnanll.), A, NAME Dr, Paul Crocdori B, c. Jalnlly,awned properly: SCHEDULE F JOINTLY-OWNED PROPERTY ADDRESS 625 West South Street Carlisle, PA 17013 FILE NUMBER 21-96-0396 RELATIONSHIP TO DECEDENT None ITEM LETTER DATE FOR TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBEI JOINT MADE DESCRIPTION OF PROPERTY TENANT JOINT OF ASSET '!bINT. DECEDENT'S INTEREST 1, A 1/29/86 Fanners Trust Ccmpany 1,516.36 50% 758,18 savings account #1-344736 see letter attached to Schedule E, TOTAL (Also enle' an lin. 6, R.copilulolian) S 758.18 (II more space ;1 needed inserl additional sheets 01 same size) ESTATE OF Lilckey, Hussell K, ITEM NUMBER I'YUIlI', ""1 . SCHEDULE H J FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND M~~CELLANEOUS EX~ENSES Ploa.o P~nl or Typo FILE NUMBER COMMOUW( AIlIl Of '(NNSVWANIA IWlUIIANCl lAX R(lURN ~~~lP-('!'.O,[~Lo.!!.!.'u_ _ _+_ 21-96-0396 DESCRIPTION AMOUNT A, Funoral Expon.os: B. 1. 2. 3. 4, C, 1. 2. 3. 4, 5, 6, 7. 0, 1. 6,144.00 116.60 220.80 1,588.88 Hoffman-Roth Funeral Home Wayne Noss Flowers Westminster Cemetery Carlisle Memorial Services, Inc" headstone Admlni'lrativo Co.ls: Personal ReprosentalivQ Commissions Social Securily Number of Personal Repre.entative: Year Commissions paid Allorney Fee. Landis, Black & Schorpp Family Exemplion Claimant Leora S, Lackev Addrell of Claimanl 01 decedent'. doalh 0.00 Relatian.hip Spouse 3,500.00 Slroel Addrell 630 North Hanover Street Cily Carlisle Zip Codo 17013 Slale PA Pro bole Fee. As advanced by Landis, Black & Schorpp, to date Closing and filing releases Mi.cellaneou. Expen.es: 206,71 150.00 TOTAL (AI.a enler on line 9, Recapitulalian) 5 11,926.99 (If more .pace i. needed, In.ert additianal.heets of .ame .ize.) NOTE: To insure prop.r cr.dit to your .ccount, sub.it the upp.r portion of this for. with your tax paYII.nt. (J ,," J , * \") COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES IHHlRITAHC[ TAX DIVISION OCPT. ZI06DI HARRISBURG, Pi 1111'-0601 NOTICE OF tNllERITAHCE TAX APPRAISEHENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF rAX In. 114' II ", Ill.'.. ROBERT R BLACK ESQ 36 S HANOVER ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN RUSSEL L 12-30-96 LACKEY 04-17-96 21 96-0396 CUMBERLAND 101 Allount R..itt.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... iiEV:m-j-EX-AFii-m---96Tiiiii'-icE--OF--iNHEiiifi,ficr"'-/ix-iippiiAisEi'-EiiT~--Ai.l-ciwAiicniR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LACKEY RUSSELL K FILE NO, 21 96-0396 ACN 101 DATE 12-30-96 TAX RETURN WAS. I X I ACCEPTED AS FILED ( I CHAHGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rool E.t.t. (Schodul. A) (II 2. stock. and Bond. (Sch.dule Bl .2) 3. Clos.ly Held Stock/partn.r.hip Int.r..t (Sch.dule C) (3) 4. Hortg.ges/Not.s R.calvable (Sch.dule D) .4) S. C.&h/Sank Deposits/Hisc. Personal Property .Sch.dule E) (SJ 6. Jointly Owned Property (Schedule f) (6) 7. Transfars (Schedule GJ (7J 8. Total A.set. .00 .00 .00 ,00 21,057.33 758.18 .00 IBI 21.815.51 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funer.l Expans../Ad.. Cosh/Hhc. Exp.ns.. (Sch.dul. Hl .9) 10. DObtI/Ho,tg.go Liobiliti.I/Lionl ISch.dut. II 1101 11. Total Deductions 12. N.t Value of T.x Return 13. Charit.ble/Governnental a.que.t. (Sch.dule J) 14. Not Votuo of Elt.to Subject to Tox 11 . 926 . 99 250.88 Ill) 112) 113) C14) l?,I77 87 9.637.64 .00 9.637.64 NOTE: I~ an assessment was issued previously, lines reflect ~igures that include the total of ahh ASSESSMENT OF TAX: IS. A.uunt of Line 14 at Spous.l 16. Allount of Line 14 t.xabla .t 17. A.aunt of Line 14 taxable at 18. Principal Tax Du. TAX CREDITS: 14, 15 and/or 16, 17 and IB will returns assessed to date. 8,879.46 X ,00= .00 X .06= 758.18 X ,15= UBI r.t. Lin..l/Cl.s. A rat. Coll.t.ral/Cl... Brat. .00 .00 113.73 113.73 USJ 1161 1171 PAYHEHT DATE 07-16-96 09-23-96 RECEIPT HUHBER AA146522 AA146768 DISCOUHT C" INTEREST (-J 5,69 ,00 AHOUNT PAID 700.00 415.23 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,120.92 1,007,19CR .00 1.007.19CR · IF PAID AFTER DATE IHDICATED, SEE REVERSE FOR CALCULArION OF ADDITIONAL INTEREST, I IF TOTAL DUE IS LESS THAN 'I, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECrED AS A "CREDIT" ICRl, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS,) K O() J.J 1- (, \ ~ -' .1, ) -,J ~ ~. I --.J " , ,.. ,:-,0, "..-, RESERVATION, Eltat.. of dec.~t. dying on or before Dec~r Il, 1982 -- If any future Int.r..t In t~-..t.t. I'rtran,f.rr.d In po.....lon or enJoyaent to Cia.. a reall.t.ral) b~flcl.rl.. of the decadant .ft.r the aMPlr.tlon of any ..tet. for II'. or for y..r., the Co..~.lth har.by aMpt...ly r...tv.. the right to appral.. and ...... ttanl'.r Inn.rltanca 'a.B' at the taMful CI... a (collat.ral) rat. on any luch future Int.r..t. PlIll'OSE Of HOTICE I PAVHEHTI REFUND(CRh OaJECTlONSz ADHIH ISTRAT1YE CORRECTIDHSz DISCOUNT I PENAL TV J INTEREST J To 'ulfJ11 tM r.qult..ents 0' SactJon 21ltO of tM Inheritance and E.tat. Tax Act, Act 'lZ of 1991. 72 P.S. SKt10n 2140. Detech the top portion of thl, Notle. and lubalt with your pay..nt to the Ragl.ter of WIll. printed on the ravar.. .Id.. --"aka cheek or ~y order payable tal REGISTER OF MILLS, AGENT All p.r-ent. r~.lv.d shall 'Irlt b. .ppll.d to any Interelt which e.y be due with any re..lnd.r applied to t~ t.x. A r.'und 0' . tax credit, which wa. not reque.ted on t~ T.x R.turn, ..y b. requ..t.d by coapl.tlng an -ApplIcation for Re'und of penn.ylvanl. Inheritance and E.tate T..- (REV~I]l]). Appllc.tlon. .r. .v.llabl. .t thl Df'lc. of t~ R.gI.t.r 0' Will., any 0' the Z5 R.venue DI.trlct D"lc.., or bv c.lllng the .p.clal Z~-hour anlwerlng ..rvlc. nuabar. 'or 'or.. ord.rlng: In P.nn.vlvanl. 1.800.]6Z.Z0S0, out.ld. P.nnlvlvanl. and within local Harrl.burg area (717) 787-8094, TOO' (717) 77Z-Zl5Z (He.rlng lap. Ired Onlv). Any p.rty In Inter..t not .atl.fled with the appr.I....nt, allowanc. or dl..llowanc. 0' d.ductlon., or ......eent of tu (InclUding dl.count or Int.r..t) .. .hown on this Notlc. au.t Object within .lxty (60) d.y. 0' rec.lpt 0' this HDtlu by: -.wrltt~ prot..t to the PA Depart..nt 0' Rlvenue, Board 0' Appeal., Dept. Z810ZI, Harrl.burg, PA 17IZ8-10Z1, OR --.l.ctlon to have the .att.r det.r.lned at audit of the account of the p.r.anal repre.antatlv., OR n~.l to the Orphan." Court. Factual .rror. dl.cov.red on thl. .......~t should b. .ddr....d In wrltlna to: PA Dapart.ent of R.vanua, Bureau of Individual T...., ATTN: Po.t AI'.....nt R.vl... unit, D.pt. Z80601, Harrl.burg, PA 111Z8-0601 Phone (717) 787.6505. S.e page S of the booklet -In.tructlon. for Inh.rltance T.. R.turn 'or. R..ldent D.ced.nt- (REV-1501) 'or an e.planatlon 0' .d.lnl.tratlv.ly corr.ctable .rror.. If any t.. due I. p.ld within thr.. (]) c.l~r .unth. .,t.r the decedent.. d.ath, . 'Iv. percent (5~) dl.count of the t.x paid I. allowed. lhI 15~ t.. aana.ty non-participation penalty I. coaputed on the total 0' the t.x and Inter..t ......ed, and not paid ba'or. Janu.ry 18, 1996, the flr.t day a,t.r the .nd 0' the ta. aana.ty period. Thl. non-partlclp.tlon penalty I. app.alabl. In the .... .annar and In the the .... tl.. p.rlOd .. you would appe.1 thl t.x and Int.r..t that h.. b.~ ......ed .. Indlcat.d on thl. notlc.. Int.r..t I. charged b.glnnlng with 'Ir.t day of d.llnquency, or nine (9) ~th. and one (1) day 'ro. thl data of d.ath, to the data 0' payaant. Ta... which bee... d.llnquent b.for. Janu.ry 1, 198Z bear Int.r..t at t~ rat. 0' ,I. (6~) percant plr ~ calculated at a d.lly r.t. of .000164. All tax.. which b.c... dallnquent on and .'tar January I, 198Z will ba.r Intere.t at . r.t. which will vary froe calendar year to cal~.r year with that rate 8Il"lnOU1Cad by the PA Departaent of Revenue. The appliCable Int.rut rat.. 'or 198Z through 1997 are: "!!!! Inhr..t Rat. Dally Int.r..t factor !:!!r Int.rest Rata D.lly Int.rest fMtor 198Z ZO~ .OODS41 1987 'X .0002U 1915 16X .000411 aU-1991 IIX .000101 19" lU .000lDI I.., 'X .OOOZU 1985 UX .000]56 199]-1994 n .00019Z I... lOX .OOOZU 1995-1991 'X .000l47 --lnt.r..t Is calculatact .. follow.: INTEREST = BALANCE OF TAX UNPAID X NUIIBER OF DAYS DELINQUElIT X DAILY IIfTEREST FACTOR --Any Notice luuad after the tax beeOH' delinquent will raflect an Intarut c.lculatlon to flfte'" Cl5) day. bayond the data 0' the a..e.~t. If paraent I. aada a,ter t~ Int.re.t coaputatJon date .hown on the Notice, additional Interut w.t be calculated. BUREAU OF INDIVIDUAL TAKES u.I:JtllAHtE fAX DIVISION DEP'. ZIDUl HAARISIUAG. PA 11111'0'Dl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT * tn."" U if' III.'" 01-Zl-97 LACKEV 04-17-96 Zl 96-0396 CUMBERLAND 101 RUSSELL K ROBERT R BLACK ESQ 36 S HANOVER ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN AMount R..1tt.d MAKE CHECK PAVABLE AND REMIT PAYMENT TO: DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 1Z-Z3-96 PRINCIPAL TAX DUE, PAVMENTS (TAX CREDITS), PAVMENT DATE 07-16-96 09-Z3-96 1Z-31-96 RECEIPT NUMBER AA1465ZZ AA146768 REFUND DISCOUNT (+) INTEREST (-) 5.69 .00 .00 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTE: To insure proper credit to your account, sub"it the upp.r portion of this for. with your tax p.y...nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:i60-j-Eif-AFii-fi;f:96i-------..ii-iNifERiifANCif-fAif-sriiiEHifNi-CiF-Ac:Couiii--ii..--------------------- ESTATE OF LACKEV RUSSELL K FILE NO, Zl 96-0396 ACN 101 DATE 01-Zl-97 THIS SrATEHENT IS PROVtDED TO ADVISE OF THE CURRENr STATUS OF THE STATED ACN IN THE NAHED ESTATE. SNOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. . . . ~ 0'0 R ~j - - '" . .'L' 113.73 AMOUNT PAID 700,00 415,Z3 1,007.19- "1 I TOTAL TAX CREDIT 113.73 BALANCE OF TAX DUE '" !:I ~ ..... INTEREST AND PEN. TOTAL DUE .00 ,00 .00 I)~ r- ,,- t..: c.:.: ?' 2::J . IF PAID AFTER TNIS DATE,~ii REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN 'I, 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 PAYJENTI Det8Ch the top po,.tlon of thll Notlc. and .l.CMIJt with YOU" PI)'Mnt .ade PlyBbh to the n... end IIddr... printed on the r.v..... .Ide. -.. If RESIDENT DECEDENT .ak. check or ~y ord.,. p'v8bl. tOI REGISTER OF WIllS, AGENT. .... If NOH-RESIDENT DECEDENT uk. ch.ck 0,. .on'Y ord.r payabl. tor COKHONWEAl TH Of PENNSYLVANIA. All Plv.ent. rle.lv.d .hall b. 'PPlled fl,..t to eny Int.r..t which '.y b. due with env r...lnd.,. 'Ppll.d to the te.. REfUND (CR)r A r.fund of a te. credit, which w.. not ,..qu..t.d on the f.. R.turn, "V b. r.qul.t.d bv caapl.ting an ~APPllcatJon '0,. R.fund of Penn,vlvania Inh.ritanc. and E.tat. f.." (REV-I1Il). 'Ppllc.tlons ar. .valllbl. at the D'flc. 0' the R.gi.t.,. 0' Wills, eny of the Z5 R.venu. DIst,.lct O'flc.s a,. fro. the OIPart..nt.s Z4-hour an.we,.lng ..rvlc. nuab.r. fa,. for.. ordarlngr In P.nnsYlvanla 1-800-56Z-Z0S0, outsld. P.nnsVlvanl. and within local H.,.,.lsburg .r.. (717) 787-8094, TOOl (717) 17Z-ZZ5Z (H.a,.lng lap.lr.d only). REPlV TDI Questions r.gardlng .rrar. contained on thll notlc. should b. addr....d tor PA DePlrt.."t of R.v....., Byr.., 01 IndIvidual T.x.., ATTNI Post ,......ant R.vl.w unit, O.pt. Z80601, Her,.l.burg, P' 17IZ8-0601, Phone (717) 187-6S05. DISCCUlTI If any ta. due I. paid within thr.. (1) c.landar .onth. I't.r the dec.dent.. d.ath, . flv. p.rc."t (S~) dl.count of the tax paid 11 aUoWed. PEHAlTV: The 15X t.. aane.ty non-P.,.tlclpetlon penalty I. COlpUt.d on the total of the taw and int.r..t .......d, and not p.ld b.for. January 18, 1996, the flr.t day aft.,. the Ind of the taw aane.ty P.,.IOd. INTERESfr Int.r..t I. ch.rg.d b.glnnlng with fl,..t day of d.llnqu.ncy, or nln. (91 lonth. and on. (I) d.y fro. the dlt. of d.ath, to the date 01 pay..nt. Ta... which b.ca.. d'llnquent b.for. January I, 198Z b.a,. Int.r.st at the rat. of .1. (6%) Plrcent pe,. annua calculated at a dally ,.at. of .000164. All ta... which ble", dlllnquent on and aft.r January 1, 198Z will b.ar Int.r..t at a rat. which will va,.y 'rOl callnda,. y.ar to cal'ndar y.a,. with that rat. announc'd by the PA D,p.rt..nt of R.vlnUI. Th. appllCabl. Int.r..t ret.. for 198Z through 1997 .r'l V..,. lnt.r..t R.t. Dally Int.r..t Factor V..r Int.,...t Rat. Dally Int.rl.t Factor 1982 ZOX .aaOS48 1917 OX .OOOZO 1981 IU .OOUlI 1988-1991 IU .OOUOI 19" IU .OOUOI 19" 9X .00DZ47 1985 ISX .OOnS6 1"5.1~ 7X .00019z 1986 lOX .OOOZ74 1995-1997 9X .000Z47 --Int.r..t II calculated II foUow" INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ."Any Notice Iuuld aft... the tl. becOll. d'lInqu.nt wUI r.flect an Int.r... Cllculatlon to flft.." ClS) dau beyond the date 01 the ........"t. If pay.."t II ... 1ft.,. the Intlr..t c~tatJon date _hewn on the Notlc., .dcUtJonal Int.....t ..,.t be; c'lculatld. \ r; .J ./ - /(1 ') / ... COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT c * BUREAU OF tNDtVtDUAL TAMES ...IlA1TAHC( lAX DIVISION OCP'. ZlD601 HARRISBURe, PI. l1ua-0601 ROBERT R BLACK ESQ 36 S HANOVER ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN _'HI" II "'IU,'" 05-05-97 LACKEY 04-17-96 21 96-0396 CUMBERLAND 101 RUSSEL L K Allount H..ttted MAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTEl To insure proper credit to your .ceount, sub.it the upper portion of this forB with your t.x p.y..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... R-iv:i6iij-E)f-AFfi-io:i:97i-------...--iNifiRiifANC-i-YA)f-SriifEHifNY-iiF-Ac:Couiif--.-..--------------------- ESTATE OF LACKEY RUSSELL K FILE NO. 21 96-0396 ACN 101 DATE 05-05-97 THIS STATEHENT IS PROVIDED TO ADVISE DF THE CURRENr STATUS DF THE STATED ACN IN THE NAHED ESTATE, SHDWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX OUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, ANO, IF APPLICABLE, A PROJECTEO INTEREST FIGURE. DATE OF LAST ASSESSHENT OR RECORD ADJUSTMENT, 12-23-96 PRINCIPAL TAX DUE I __,_ .--..----.-..--.---.------...-.-.-..... ---------.. PAYMENTS (TAX CREDITS), PAYMENT DATE 07-16-96 04-15-97 RECEIPT NUMBER AA146522 REFUND DISCOUNT (+) INTEREST/PEN PAID (-) 5.69 .00 113.73 AMOUNT PAID 700.00 591. 96- TOTAL TAX CREDIT 113.73 .00 BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 . IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATION OF ADDITIDNAL INTEREST. ( IF TOTAL DUE IS LESS THAN II, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I ", "\ I , " "- PAYltEHT~ , I ~, _ , Detach thl top portlqn,of:thll Hatlc. and lub.lt with your pav-ent ..de payable to the n... end addr... ......-., prInted on tha r.v.r.. ,Ida. If RESIDENT DECEDENT aaka check or RIley order paYable tor REGISTER OF WILLS, AGENT. If NOH-RESIDENT DECEDENT .aka chIck or aoM'I order payable tal COHHOHWEAlTH Of PENNSYLVANIA. REfUND (CA), . r.fund 0' . tl. credit, which wa. not r.queltad on the Tax Rlturn, ..'1 bl raqua.tad by cORPI.tlng an RAppllcatJon for R.fund of Plnn,ylvanla Inherltancl and E,tat. Tax" (REV-1313), Application. ar. avallabla at the Df'lcI 0' the Rlot,t.r 0' Willi, any of the 23 Alv.nu. District O"lc.. or fr~ the Dlpart.ent'. 24-hour answering ..rvlce nuaber. for for.. ordering: In Pennsylvania 1-800.362-2050, outllda Pennsylvania and within local HarriSburg ar.. (717) 717-109', TDDI (717) 172-2252 (Hla~lng I.pal~.d only). REPLV TO: Due.tlon. ~.ga~dlng .rrar. cant.lned on thl. notlc. .hould b. .ddr....d to: PA D.p.~t.ent 0' Rlvlnue, lur.au of Indlvldu.l T...., ATTH: Po.t A.....eent Rlvl.w unit, D.pt. 280601, H.rrl.bu~g, PA 11121-0601, ~ (117) 717-6505. DISCCUlTt If any t.. due I. p.ld within thr.. (l) calendar eonth. .'ta~ tha dacadlnt'. death, a flva perc.nt (5%) dl.count of the tax paId I. .llawed. PENAL TV: Tha 15% t.. a~.ty nan.p.~tlclpatlan panalty I. co.putld an the total 0' the ta. and Intera.t ..I....d, and not paid b.for. Janu.ry II, 1996, the 'Ir.t d.y a'tl~ the and 0' the tax .~.ty perIod. INTEREST: Intlr..t I. charged b.glnnlng with 'Ir.t day a' delInquency, o~ nln. 19) eonth. and on. (1) day 'roe the d.t. a' de.th, to the data 0' pay.ent. T.... which blea.. d.llnquent be'ar. January I, 1982 b..r Inter..t at the rat. 0' .Ix (6%) percent per annue c.lculated .t a dally ~.t. of .000164. All t.... whIch bee... d.llnquent an .nd .ft.r Janu.ry 1, 1~12 wIll blar Int.r..t at a rat. whIch wlll.vary fro. cal.ndar y.ar to calendar yaar wIth that r.te announc.d by the PA Dapart..nt of Rev~, The .PPllcable Int.r..t r.ta. for 1912 through 1997 ar.1 V.ar Intlr..t Rat. Dally Intar..t r.ctor Y.ar Int.r..t Rat. nally Inter..t recto~ 1982 ZDX .000541 1987 9X .0002'7 1983 lOX .000'38 1911-1991 llX .000301 1984 11% .00OSOI 1992 9X .000247 1985 13% .000356 1993-1994 7X ,000192 1986 lOX .000274 1995-1997 9X .000247 "-Int.ra.t I. c.lculat.d .. followlI INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR --Any Hotlc. h.ued att.r the tax bacN" d.Unquent will r.flect an Inter..t calcul.tlon to 'Ute.n US) d.ys beyond the d.t. of the .......ent. If pay.ent I. aade .,tar the Int.r..t coaput.tlon data .hown on the Hotlc., additIonal Intlr..t .....t b. calculatact. \ PUIIPOSE OF NOnCEI To 'ulflU the r.qulneent. 01 Section ZlllS (b) of tM IntMrltanu and Estat, Ta. Act, Act 21 of 19'JS. (72 P.S. s.ctlon 91"51. ~ ' \ J PAYMENTl Detech ~ top portion 01 thl, Natie. and lubalt with your pay..nt to the Ragl,tar of Will, printed on t~ nV.rla llde. n H..... chKk or ltOMy order paYable to: REOISTER OF MILLS, ACENT. RUUNQ CCR) I A r.flRl of . talC eredl t ..y be requested by coaplaUna en "Application for Rdl.rld of Pamlvlvllnla I~rltenc. ~ Eltat. ralC" CREVplllS). application. .r. a"allebl, at the OfficI of the Regl,t.r 01 Will., MY 0' the ZS R.v~. District O'flc.. or fr~ the Departaent', Z4-hour enlwlrlng ..rvlea nuaber. for for.. orderlnGI In P~.ylv,"l. l-IDD-16Z-ZD5D, out.lda Pann,ylvllnla end withIn local Harrllburg ar.. (717) 7.,-a09., TOOl (717) 77Z-ZZSZ (H..rlna lapalred Only), OBJECTIONS: Any p.rtv In lnt.r..t not .atl.'led with t~ a.....-.nt 0' tax a. shawn on thl. notice "1 object within .lxt1 (60) da1' 0' r.celpt of thl. Hotlce b1l ....wrlttM prot..t to the PA D.part...,t 0' R.venue, Bo.,.d of App.ah, Dept. 211OZ1, Ha,.,..lburll, PA 17121-1021, OR -..Iectlng to haY. the .att.,. det.r.lned at BUdlt 0' the par.onal r.pr"Mtatlv., OR -.appe.l to the Orphan.' Court. ADMIN. ISTRATlVE CORRECTIONS I FeetUIII .rror. dhcov.nd on this ........"t should b. addr....ct In writing tOI PA Dep.rt.."t 0' R.v......, Iur.1U 0' Indlyl~l T.x.., ATTN. Po.t A..a.....,t Revl.w unit, Dept. 210601, Harrisburg, PA 17121-0601, Phone (717) 717-6505. See page 5 0' the bookl.t "In.tructlon. 'or Inherltanca Tax R.turn 'or a R..ldent Decadent" (REV.lS0l) 'or an axplanatlon 0' ~Inl.tratlv.ly correctable .rro,... PENAL TVI The 15X tax ~.ty non.p.,.tlclp.tlon penalty I. coeput.d on the total 0' the tex and Int.r..t a.....ad. and not paid ba'o", January 11, 1996. the 'Ir.t d'1 a,t.r the end 0' the tax aana.ty p.rlod. Thl. non.pa,.tlclpatlon p."alty h appealable In the .a.. a8nntl,. and In t~ the .... tI.. p.r lod as 10U would appeal the tax and lnt.rast that has bean ......ed a. Indluted on this notlc.. INTERfST I Fo,. dat.. 0' d.ath on or a'ta,. 10.S.91, P~'1Ivanla E.tat. Tax ba.ed on the Flderal E.tata Tax r.turn bee..s delinquent at the .xplntlon 0' nine (09) aonthl 'rOIl the data 0' death. For d.t.. 0' death prior to 10-S.91, P~'1Ivanla Estat. 'ax ba.ed on the Fader.l E.tat. 'ax r.turn beco-.I delinquent at the .wplratlon 0' .Ight.., (11) aonth. 'rH the data 0' dI.lh. Tawa. which bK8M delinquent b.'ora Januar1 1, 1912 tMar Int.r..t at the rata 0' .he (n) pa,.CMt par 8l'V'IU8 calculated at a dally rata 0' .000164. All taxe. which beca.. delinquent on or a,t.r Janu."1 1, 1911 will b.a,. Intars.t at a rata Which will vary ',.oe calendar y.ar to cal.ndar yaar with that rata announcad by the PA Oapart-.nt of R.venue. The appllcabla Int.,...t rat.. for 1912 through 1997 a,..1 V.ar Int.r..t R.t. DailY Int.r..t facto,. V.ar Int.r..t Rat. D.lh Inter..t fecto,. 1912 20X .00054' 1917 'X .000247 1915 lOX .000431 1918-1991 I1X .000301 I'" I1X .000301 1992 'X .000247 1915 I!X .000356 1995.1994 7X .000192 1.116 lOX .000214 1995.1991 .X .000247 ulnt.r.st I. calculated a. followlI INTEREST. BALANCE OF TAX UNPAID X HUlI8ER OF DAYS DELINQUENT X DAILY INTEREST FACTOR _.Any Notlc. Is.ued .ft.,. the tax baeo... delinquent will r.'lact an Int.r..t c.lculatlon to 'If teen (15) da1s M10nd the date of the ........,t. If paYMf'lt Is nda aft.r the Int.ra.t coaputatlon dIIt. ~ on the NoUc., addltlon.1 Int.r..t .....t be calculated. PURPOSE Of NOTICE I To fulfill the r.qulr...nts of S.ctlon 2145 (b) of the Inherltanc. and Estate fax act, act Zl of 1995. (7Z P.S. S.ctlon 9145). paVK[Nf l D.tach the top portion of thl. Notlc. and lub.lt with your pay..nt to the R.gIst.r of Wills prlnt.d on the r.v".. lid.. -- "ake ch.ck or lon.y ord.r payable to: REGISTER OF MILLS, AGENT. AErUND (CA)I a r.fund of . tax cr.dlt .ay b. r.qu..tad by co.pl.tlng 8n "Application for A.fund of P.nn,ylvanla Inharltanc. and E.tat. Tax" (AEY-ISIS). Application. are avallabl. at the Offlc. of the A.glst.r of Will., any of the Z3 A.vanu. DI.trlct Offlc.. or fro. the Dapart..nt'. Z4-hour an.w.rlng ..rvlc. nu.b.r. for for.. ord.rlng1 In P.nn.ylvanla 1-aOO-]6Z-Z050, out.ld. P.nn.ylvanl. and within local Harrl.burg ar.a (717) 787-8094, TOOl (717) 77Z-ZZ5Z (H..rlng lepalr.d Only). OBJECTIONSl Any p.rty In Int.r..t not .atl.fl.d with the a.......nt of tax a. .hown on thl. notlc. .ay obJ.ct within .IMty (60) dan of r.c.lpt of this Notice byl --wrlttan prot..t to the pa Dapart..nt of R.venu., Board of Appeal., D.pt. Z810Z1, Harrl.burg, PA 17IZ8-10Z1, OR --.I.ctIng to haY. the .aU.r d.t.r.ln.d at audit of the p.rsonal r.pr.sentatlv., OR --app..l to the Orphan.' Court ADtlIN- ISlAATIVE CORRECTIONS1 ractu.1 .rror. dl.cov.r.d on this ........nt .hould b. .ddr....d In writing tal PA D.p.rt..nt of R.v.nu., Buraau of Individual lax.., AlTH~ Po.t a......ant A.vl.w Unit, D.pt. Z80601, Harrl.burg, PA 171Z8-0601, Phon. (717) 787-6505. S.. pagl 5 of the bookl.t "In.tructlons for Inh.rltanc. Tax A.turn for a A..ld.nt D.cadant- (REY-ISOI) for an .xplanatlon of ad.lnlstratlv.ly corr.ctabl. .rror.. PENALTV~ Tha IS~ t.x .an..ty non-participation p.nalty I. co.put.d on the total of tha tax and Intarl.t .......d, and not paid b.for. Janu.ry 18, 1996, the flr.t day .ft.r the .nd of the tax ..n..ty p.rlod. Thl. non-plrtlclpatlon p.nelty I. appe.labl. In the .... .ann.r and In the the .... tl.a p.rlod .. you would IPp..1 the tax and Int.r.st that h.. b.en .......d a. Indlcat.d on thl. not Ie.. INTEAEST I Addltlon.1 P.nn.ylvanl. Estlt. f.x .......d .. a re.ult of . chang. on the r.dar.l E.tat. Tax Closing latt.r baco... d.llnquent .t the .xplratlon of one (1) .onth fro. the data the final notice of the Incr.... In F.d.ral E.t.ta T.x I. r.c.lv.d. Tax.. which baca.. d.llnqu.nt b.'or. January I, 198Z b.ar Int.r..t at tha rat. of .Ix (64) parcent p.r annul calculat.d .t a dally rat. of .000164. all tax.. which baca.. d.llnqu.nt on or aft.r January 1, 198Z will b..r Int.r..t at a rata which will vary fro. cal.ndar ya.r to calandar y.ar with that rat. announcad by tha PA O.Plrt.ant of Ravanue. Th. appllcabl. Int.r..t rat.. for 198Z through 1997 aral '!!!! Inter..t AlIt. Dally Int.r..t Factor V..,. Int.r..t AlIt. Oally Inhr..t Factor 1911 20~ .000548 1'187 9X .000247 19U IU .000418 1988-1991 IIX .000101 198,. 1IX .00OSOI 199Z OX .OOOZU 1985 UX .00OSS6 1991-1994 7X .00019Z 1986 I'X .000Z74 1995-1997 OX .OQQZ47 --Inter..t Is calculat.d a. follows: INTEREST = BALANCE OF TAX UNPAID X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlc. I..uad aft.r the tax b.co... dallnqu.nt will rafl.ct an Int.r..t calculation to flfta.n (IS) day. b.yond the data of the ........nt. If p.y.ant I. ..d. aft.r the Intar..t co.put_tlon d.t. shown on the Notlc., additional Intar..t au.t b. calculatad. l:: :c ~ <: E": - :!! ., 0 l! ';0 0 c: f!u'P~(j-ru r.n ru rg S -'- II) Q. E to:g c: .!:! :E-a-=UJ ~~~ ... c:!;; c c: c OIOc:s:g,,~.8 l:l' ~.. III ~ tl .." .5,_00"100 _...~...> ... ~!!~cV)~~l1 .c 1'0.... ...... ~ ... "0 8 .2 C 0 (J '5 ~ II) ,~ .~ ~ ~ ~:-eEQJ~~ 'EooOc:ol\: o _.. eLl C .~ c" ,. QJ ~ t,.') CC,,~.c '1' Q) CQ ~ .t: V) g l.J t'! C c: ~ ro '" .1., ''COClJ;ao,c...- ...._ vI . ~ C :: ... Q.' :1l C 0.'- ... ::J l.. ~ 0 . ca:oS a.... ':;' ... .; .c.... 0:;' '~':: .r. ~ lii .oQ,) ... D f,." " >'_ > - 0 ~ ", ~O - ... .. 'I:: ::: ~,~ ~ ,!:c: ~ .,il:C1iic,":.;;c~ (,) en GJ "0:'- ':J_ ~,g,E.!!:" , '-'0 G> 0 10 G> ~ - ' : ~ .... ~ U).J:. Q. - t', . (bQ.Q)"'C'n"t.; ,s:;. .... J:" L {. '- !m IIi; .. [:! ~ .' oj ,\I (; c ., J.: ~ al ~~ ~ I~ ~ ~ !j , S ~ "l. ~~ TI f' v' ,'" ~; . , E l-g,;~ ....~ ..-" :ou>- J\~~[Q o 'C ' _clD,c 1:0-'- ;1- O'i oj g '; g- Q,'-:t-I "'.. .. -;: c.~ "''' __c "i,g t>O 'C :; c"'" .~E ,...... 'o'Eii ,~o = go a ~~~ ~ Ct. ..: t.' C '~ - 5! ;:'~ ~ ;;.. o c .~ a.":: . u l1J '- C '= .., ~ II ~~ "r.. E-lo ~~ r..~ v. Ci.~ ~ f~ c ._ ~ - p (IJ :1.l .r. .lJ 0 ~ ..:J ::. := .... Ql J.l ...: 0:;: '>- 0'::; oJ ~ '1.: _ t: g. '" -:; ;.~.. .' ~ ~ ~ , ,..' ~ ~ ._ ::: C 'JJ'- sa.jti:J-51i) '!::-gE80~ ~ co.: l.! ~l'! ...,-c:Cl;CDC co E >.- -5,~8:2CDCc: ~..~lllgE.;t Of ro - 2 "0 'F.i '0 cuoot: c-...... U 0:' :J III l'J l,) "..( >. -7= {~ c :i " , '" o ~t;l:: u~s 13:S"'~ ~lQ~~ oC9~:z ~ ~ :J: 15 50g..., z Sl ~ :S..:l '" '" is " , RECEIPTS OF PRINCIPAL 1996 4/96 Farmcrs Trust Company. checking account no, 447803 20,799.49 5/28 Capital Blue Cross. rcfund 235,10 5/28 Troy Laundry - rcfund 22.74 6/18 Chubb Life Insurancc Company - policy #000222503, procceds 2,046.15 1997 5/1 Pennsylvania Treasury Department - refund 591.96 717 Pennsylvania Treasury Departmcnt - 1996 tax refund 369.00 Total Receipts of Principal 24,064,44 1996 5/28 PRINCIPAL CONVERSIONS TO CASH Gain Loss Farmers Trust Company - checking account no, 447803 Proceeds Account Value 20612.97 20799.49 186.52 186.52 Net Loss on Conversion DISBURSEMENTS OF PRINCIPAL 1996 5/28 Wayne Noss - funeral flowers 5/28 Cocklcy's Electrical Service, Inc. - invoice 5/28 Darlene L, Moycr - 1996 personal tax 5/28 PP&L - invoice 5/28 Hoffman-Roth Funeral Homc - funeral 6/3 Pennsylvania Department of Revenue - 1995 tax 7/15 Register of Wills - on account, Pennsylvania Inheritance Tax 8/19 Westminister Cemetery 116.60 24.50 10,00 37.70 6,144.00 178,68 700,00 220.80 2 8/19 Carlisle Memorial Services, Inc, 1,588.88 1997 10/3 Landis & Black - costs advanced to date Total Disbursements of Principal 224.92 9,246,08 RECEIPTS OF INCOME 1996 6/27 Farmers Trust Company - interest, estate checking account no, 2670002639 25.52 7/26 Farmers Trust Company - interest, estate checking account no. 2670002639 27.37 8/27 Farmers Trust Company - interest, estate checking account no. 2670002639 25,58 9/27 Farmers Trust Company - interest, estate checking account no, 2670002639 24,72 10/25 Farmers Trust Company - interest, estate checking account no, 2670002639 3.54 11/26 Farmers Trust Company - interest, estate checking account no. 2670002639 6,07 12129 Farmers Trust Company - interest, estate checking account no. 2670002639 32.43 1997 1/27 Farmers Trust Company - interest, estate checking account no, 2670002639 2.84 2/27 Farmers Trust Company - interest, estate checking account no, 2670002639 3.04 3/27 Farmers Trust Company - interest, estate checking account no. 2670002639 2.75 4/25 Farmers Trust Company - interest, estate checking account no. 2670002639 3.05 3 5/28 Farmers Trust Company - interest, estate chec1:ing account no. 2670002639 3.82 6/27 Farmers Trust Company - interest, estate checking account no. 2670002639 4.06 7/25 Farmers Trust Company - interest, estate checking account no, 2670002639 3.91 8/27 Farmers Trust Company - interest, estate checking account no. 2670002639 4.50 9/5 Farmers Trust Company - interest, estate checking account no, 2670002639 1.60 9/26 Farmers Trust Company - interest, estate checking account no. 2670002639 2.76 10/7 Farmers Trust Company - interest, estate checking account no. 2670002639 1.60 Total Receipts ofIncome 179,16 DISBURSEMENTS OF INCOME 1996 & 1997 0,00 0,00 None Total Disbursements of Income ADVANCEMENTS TO BENEFICIARIES 1996 9/27 Carolyn Ann Hoover (Beneficiary of Leora M. Lackey Estate) 9/27 Barbara Jo Bear (Beneficiary of Leora M. Lackey Estate) Total Advancements to Beneficiaries 6,000,00 6.000.00 12,000,00 ,;1 An (Lt/r,~n VI Carolyn Ann Hoover ,/ ) '. '{LL~0aJ.t\ ",_OJ Barbara Jo Bear/ I-ktJ U.1l.K , '-..ir (U.- 4 . o. '. COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) Carolyn Ann Hoover and Barbara Jo Bear, being duly sworn according to law, depose and say that the Account as stated is true and correct, and that the Grant of Letters Testamentary and the first complete advertisement thereof occurred more than four (4) months before the filing of the Account. {!(Jv.-IJ~)n Iko(j-lj(.- Carolyn Ann oover , ,:{~ Sworn and subscribed to before me this 15~ dayof_~,joVFCiYl60. ,1997 (1o-f~ f'-fYC09L Notary Public NOTARlAl.SL\I. Illl.olU. wgtJ.N01AIlY PUBlIC 0lIlUSl11l81. W118[RlNtD CO" PA. fmIS SEPt ID, 2001 5 INRE: : IN THE COURT OF COMMON PLEAS OF : CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF RUSSELL K. LACKEY, : ORPHANS' COURT DIVISION : NO, 21 - 96 - 0396 DECEASED SCHEDULE OF PROPOSED DISTRIBUTION Combined Balance for Distribution Remaining as per First and Final Account TO: Carolyn Ann Hoover (Beneficiary of Leora M. Lackey Estate) - final distribution _ close checking account Barbara Jo Bear (Beneficiary of Leora M. Lackey Estate) 2,811.00 1,404.70 1.60 1,406.30 1.404.70 - final distribution TOTAL BALANCE FOR DISTRIBUTION 2,81100 STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION The above distribution is proposed in accordance with the Last Will and Testament of Russell K. Lackey, f!,tL~.f1.'i1 AliI" ;,If.d()--l!K..- Carolyn Ann Hoover v:~6~ 9. 4~(M- Barbara Jo BeaF' 6 " " COMMONWEALTH OF PENNSYLVANIA ) SS, COUNTY OF CUMBERLAND ) Carolyn Ann Hoover and Barbara Jo Bear, being duly sworn according to law, depose and say that the facts set forth in the Statement of the Reasons for the Proposed Distribution are true and correct. U\M:4r tJ.n n l+rotJli-(., Carolyn Ann oover ' " ./ ' . /t.u.6tl,.t.(\. ( I Barbara Jo Bear ( Sworn and subscribed to before me this ~ day of t..hll"MA~ t ,1997, _ILu~0 /t(3Jt~vc]L Notary Public NlIAL stII. am llOOl.1I01M'l P\J8tI: CMUSLE ecm. aJiI8[Rt.Illtl co.,... Il'IlXlIIlISSOl Dl'IlES SEPT. I 200t 7 , . -, ..-.. I.,\ST Wll.t, ,\Nll 'n~';TMIENT OF ItllSSEl.t, K,I.'\CKE\' ,/ 1.llllSSEI.I. K, J.,\CKI':\" nr (,JII Nnnh lIannvcr Slrcel in Ihe Il"'nn~h nr Carli,le, Cumherland County, PCl1l1sylvnniil, hcin~ tlf snulul :11111 di!\pnsing millll. lIu~l1mry itlll) underslandinG. dn herehy make. l1uhlhh :uul dcclllrc this :IS mul fur my 1..:1\1 Will ami 'l'csl;11111:1I1 hcrchy rc\'uking ;\mlmakillG void ,lilY :lIul 0111 Wills hy me .11 lllty time hcrclnforc madc. I. I dilCl'l my hcrl'ilmflcr lliUlICd I1c~nl1,,1 n,.'prc!'iclIl:lIivcs In 11:1)' illl of m)' jU!l1 dehls muJ funeral expenses as sunn liner my t1Cillh llS may he fnumll'unvcnicnl In dn sn, illChulillt: Ihe 11OI)'l11cnl (If i1l1)' nlld :111 illlu~rit;lI1cc. cM:Uc iIIul death taxcs whkh 1I~:IY he 11:1)'01hlc un ilL'l'Ullnl uf my dCillh n:t:anllcss (If whelher Ihe us\CIS {111 which such luxes arc h:I!rlOO inc piut nf my prohate c!\l;Ilc (lr IInl. I dircclllm' my hody he irllem:d un my huriilllot h'K,.'aled ill Wesllnin!'ller Cell1clery in NUT'" l\liddlclUlI Township nCOIr Ihe nnruu~h uf Cmlhle. Pellll!'lylvill1iil. 2. I give ;nul hcquc:uh ullllluluill fund shilrcs uWllcd hy me in my mllllC, ul,lu n v<llue of $(~K),(KK),()(), III illY IWIl (2) dau~lllers, Carolyn Ann I hKlVer and lIarl",m JIl IIcar. in Ir",I, III n:lain or reinveM the s:nnc a.. in Iheir jUtI~lI1cnt is hcsl, ilnd In P:lY ,he income :Irisill~ Ihcrefrom :11 len\1 mUlU:llly 10 ur fur Ihe hellelil uf my wife. Leora M. L;lckcy. sn Inl1~ liS she shalllivc. :nul :11 hcr dcalh ,aid IruSl shalllcnninale alllllhc prineil'allherenr sl",1I be divided cqually bClwccn lilY sailllwn dallghtcrs, Cilrulyn Ann IhMlver :mtl Umlmm Jo BCilr.their heirs tlml assigns, provided cm:h (,rlhem shill I survive my wife, hul slumld eilher uf thcmllfcdcl.'ca!tC my wifc Ihen ,he slH1rc such deceilsed daughler of mine wuuld have received !rIhilll he diSlrihuled In such nf her issuc itS shall he living ;,lIlhe date of my wifc's de:lIh, per !ilirpes. :Uld if there be 110 such issue Ihe same sh.11l he .,,"!l'd 'n Ihe !rIharc uf my uther c1:lIIghtcr, per Mirpcs. 3. All of Ihe rest, residue :lIul rcmainder of my est:lte, real. persOIml and mixed llnd wheresoever the s:nnc may be siluate. I ~ive. devise und beque:lIh 10 my wife, Leor:ll\t. I..adey, her heirs and Assigns. 10 the exclusion or 111)' children, horn and unborn, provided my Solid wife. I.com M. I."ckey, shall ,urvivc lIIe hy a pcriod or nincly (9()) days, 4. Shoultlmy said wifc,l.eora M. L:lckcy. rail to survivc me by u pcriod of ninety (90) d..y~, Ihen in such cvent nil uf Ihe rest, residue amI relmlilll..lcr ur my eSlalC, rC:II. l'erslln:tlunJ mixed. imd wheresoever ,he smnc may he sit mile, I give. devise and Ilcqllenth in e(IUal sh:m:s 10 lilY Iwo t2) dau&lllcrs, Iheir heirs allll as,i&ns, Ihey hein& Carolyn Ann IllxlVcr allllll'lIhanl In Bear, provided each or IhclII shall snrvivc l1Ie hya I'crind nr nincly (911) days. hUI should eilher or Ihem rllitlo so survivc mc Ihen the share sud. decci1sed daughtcr would have received Sh:ll1l'ass 10 sueh ur hcr i"uc a' shall survive lIIe hy a !,eriod ur nincly (911) day', per slir!,cs, and ir Iherc he no such i""e Ihe ,allle ,halllal"e and hc addcd lu Ihe sh'lIe or lilY nlher t1aU&hlcr. Should eilher of my di1Ughters receive chiml or silvcr ur other itcms or ramil)' II\C and senlimcnt:ll v;llue, il is my n:llllcslllml the d:llIghlcr receiving such hems evenllmlly P:ISS ,hcl11 hi her dcscendarHs so 1IuII theM: items will conlinue 10 remain in the rmnily. 5. I herehy nmninate, constilule itnd appoinl my wife, Leom M, Lnckey,lIs EXl:culrix of lhis my l.m..1 \ViII ,11111 TeM:ul1I:nl, hut !'hnllhl !'hc f;lilln II1Iillify or CC:l!'l' sl'rvin~:I\ snch, IIll'n in snch evcnt Ilu)lllin:lle, clnlslilUIC lUnl t11'1'KlinlIl1Y Iwo (2) d:lugllters, tJr cilllcr llf lllel11, Ihey h..'ing C:lmlyn Annllnovcr and Barham Jo BC:lr. :IS iIlternalc nr MICl.'es!'nr l!xel'utriccs, mull runhcr direcllhat nOlle or thel11 !rIhilll hc rCtlllin:d In 1'Klst :IIlY hund In M:cure tht' fililhfull1erfnnn.lI1l:C of her dudes inlhc CUl11l11nnwc:llth of Penllsylvillli:l or in :lI1Y OIlier juristlktinn. 6. In additinn hi Ihe powers l.'onferretl by 1:1W. hy hercinhefure named pcrsonal rerrescnliltives ami Trustees ,Ire empowered: :1. To invest :1I1Y P:lrl uf the trusl corpus in such sel.'urilies, invCsUllerlls. or nlher propenr as nmy he deemed advisahle ;md I1rnpcr, irrespeclive of whether the smne arc authmi/.ed ror Ihe mvesuncnt of lrust funds under ,he 1:IWS ur :IIIY guveming jurisdktioll. h. \Vilh respecl to :my corporalion, the Mllcks. lxmus, or uther securities of whieh nmy he held, to vole in persun or by proxy on any shares or stock; 10 cnnsentln Ihe l11crser, consolid:l1ion or reurg:llIi1..1Iion of such corpm.uions; In l.'OnM:nltu the leilsing, mortgaging or sale of Ihe properly uf :my such cnrporJlions; 10 f11:1kc any surrender, e~ch:llIge orsuhslitlllion nf such stocks. honds or othcr sccurities :IS an incidenl1U the mergcr. l.'on!'nlitl:l1inn or rcnrganil:uinn nr Sill'll corporations; 10 pOly itll :lsse!rlS11lCIIIS. suhscrilllinns :md c!lher slims or muney which m:1\' he deemed wise illld expedienl rur lhe prtllel.,tinn :lI1d m:1iI1ICllanl'e of Ihe prnpnninn:lIc inlercM nr the inveMI1k:flt in SllCh l'nrlJt1r.llioIlS; h,cxeR.'isc ;IIIY l'luinn ('r privilege which 111:1)' he l."U1rCrTI.'t1upclII Pn~c I or 2 1'1l1:C~