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HomeMy WebLinkAbout96-00408 , -, CUMI IEHI.ANI) Register of Wills 01 !:k~k'.o!l\iU County, Pennsylvania PETITION FOR GRANT OF LETTERS ;;1.1-<:\10- Y 0'6 No.__________ [SHltu 01 Lillian Cloll __.__ .___ ___..__~____ __n______ ---------------~-_..__..- also known as .---......-.--.. ------ -- -,-- .----''''---'' --- S()~lill SI!~ll"IV NIP9-03-7791 ,1)l!(;l!i1Sf!l1 -.------------.. ..------.- _ pa!;~icia...l\-'--Sl1Ii tlL___ ----------------- -------- ----- --------------...--- '.'"d.''''' ....",..... ,,, ,.... "I ""~ ... .~.It. "'I,..I,~OI ,," ,~OM"LEIE "A" on "II" IIILOW,' Q A. I'l0llalt! ,lIltl G,a,,1 01 1t!III'" a"II "VI" 111,'1 1'''111"",,''1,1 "IJIH' "". 1''''''''I,D.x_ ",,,,,,,11 Itl lilt! last Wlllul "It, Otlt:l!dllltt, tlalell --B/28/9L------------.-- illlllcotltcllt..) clilll~tl -----.. -..---.---..- ---------_.~---_._--- --------~--_.__.,._..-- ------------ -- -- ......"'...,".,,.....,......... ...-..""...,........,,','....""...'. ["",., ",10.110"..00",,"""1 "," "01 """'Y. 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Vl'ars "I nil". 11,,'11 _________t-\o'1y_lL--, 'l - 1_AJ' ~ =-I-"::;~~" OlI11p-nill, ~ Oe,:I!fltml ill dUlllh OWlllJd IJlllp'!I1Y \"/Ilh l!'illlll.lll'll v.lhl"': ;l'; lol1uw';: {II dOI1l1t:lh!d III PAl Allllolfo.;OIl;II',II"llllll.,. lit flul dUII1Il:11mJ III PAl PI11",(ll1i1111ffll"~11V III PCIIII';,;lvillllil tll nul donllt:lll!d 11\ PAl PlllSllllOlllllUlll!lty III County. Vlllun nf 11:111 r,~11l111 ,1\ "'111110.;,,1'0'11111;1 lolnl I\r.nl [...Iulll ~ulllllll~ll m. 101111'1"1": _4_2..2.J3ridge~t-. .I_New_C1Jrnbe,1:land.--PaJI0.10 $ _-30,.()oo..oO $ , $ $ __120,OOO~0----- $ .....-i-5O-;oatr.'OO ~- WI"""lo,,,. ""10,,,,,,,,,,,,1 ,,,,p,,,,",,lIy ""1",,"11,,"1'" I""'"'''' nl "," 1,,,1 W.II nnd C""",,II,lp'"'''''''''' ",,10 '''" p"hh"n nonl'h" II""" ,,11,,1\"'. '" ,h" Illllllllplllllr. Inll" lU Ihl! 11Illlr.l~lllrH!d: '"pI'd Of I'ltlllt:d Ililllll! ,mlt Itl"'ldcm:l! Patricia A Sm' Smith Dillsblr pa 17 00 '0 :0 c- ::r.Jll> ::J ~. 0\ fJ n . ~~': :r. ... :>- -< - 0\ \ c. ;::0 ..- ) \0 '" ~ -J<- W )>~ VI ,11lI''''''''.'''' n Jill'. r'> ItJ Il "Ih rluf tI'J Ild,'i Iii ill. d, !"" 1 I ILl! I\q'l~lI II I i If '11;.11" I " ,: i! I' 'I! ,i~, " '1111' .Il! "I .11 .1l11 .llll. ldt'.! ..\ nil lilt ,1\ J 1111.' 1"1 j' 'II, II" 1:1 IdIlIJ: WARNING: It I. 1111''1'" 10 <llIplte;oI.. II,,, copy hy "holosll1l or phologrnph. I (t 1"1 rill, llllth.oI' t:4;YJU /~.';:t;;:"'V&l-;;:C 1,,,,,11("'1"'" ? ~ I " I "",':';;iiIUf p;;.-, .. ,\\\ 'I ' !'~"", _,f~ .~' 'll\~":-C" ,!~ ;.. 'v'l '1'~~"..,r'l , 0...1 ,.I '_,'I ' ",I .:t. '~ .~, . './"".' 1,'<:<. _', ~.,,// '~.. -s',y 't-"',l'l "o/1IlNl ~\ 't~.,... '...:-, ':~'.'.-~':t'!':! (l.tll' . ,.j I .1 "I,' II": i.ji'j ~ll COIIIIONWEALTH OF PENNSYLVANIA. OEPARTIIENT OF HEALTH' VITAL RECOaD' CERTIFICATE OF DEATH (Coroner) l'WlIUIJ DtH'I'nt~'-' I. Lillian 1IGI",,,,,,,,yt UNOV'lI nNl - - .\111I........... ~ IOCW.IlQ.oMy Nl"IUIU ... .Female ORIOIDlRH~o.,.~ < Hay 6, 1996 Clem CloIiIIOl'M'H IlIlfWiVCl~_ ~OI'''''I "'lll'lll..,.~ Oct.14,191J PhUadelphia,PA _0 , u.aurr NAUlIIPIlll--. """,._...~ 422 Bridge Street L 179 - OJ - 7791 ...,..,.... - - l'VaIalDUlHo- y~ _0 ::"'0 . H." Cumberlend ''',.' .., -...... .......-.-..... 'm~~'::m;r ...0...19 I ~1lllr\lI,...".. , ..........~ ..~~.. ;'::t. u&'" Oil ,,..0 -.............. - .... CUmber 1 and ........, t,. 5a ::.-:=.:::" !,lIQ1'HCI\:..KAWI.I.........~~ , Lily Ann Phlll1ps '*OlI'lloWfl"IU.oUHQACOIUIan.c.~ c..,.. 545 r Lane, Dillsbur ,-. - ... New CUmberland , PA 17019 1996 ~.. .' 00 \Ci :0 Co ::Om ~ .- cr. (";. n ,. II' C... :3: ~,..' :-, ~ - 0\ \ .. , :;:0 -, ) \0 (ji TJ< (,j 9- )> :\ VI "', 'C' . ~' }" 't:' l,! l~;;. . ~E-'},~~-;,:'.~- ~-; ~ r';F;;,.,~:.., "- '_' ~ir.:_:( 1~~.;~tX~;-~' ~:~~:~;~~:,,:: . I~t' ,.'.-.-,'" '~ '0 F.<r. - \") 0 <II -10. C;;; 0\ () <:>:: t) ,.:' g> r3 ~-.... '0 qo ( .... 1:1 -0 ..~ ~ .l.' \J <Dill ,. 'oUi .,;..-.. C; ,1) 0 1'J> .;...'.:1 lIlCll ~ ':;;E a: a: .s;;:, uu ..,..,.._,......_....'?'4.~-.'....~.~~. f co o 'It' I , \D Cl\ I '.... N , . '. . . . .' -', ~>_; _~~:, ....II...AO..IL...,.nu.."" niL' ,'",--,,-;-cl',''(lNMO."OOA.....'ttOI1J1'1'lI-'nv :t~/>:'I:,~' . L ~l:)d ::i ~ ~ ::i ~ ~ " . . C' &.l . ~ j 0: W Z W II ~ ~ ,~ ~~fj1i ~ iC{ = . ~ ~ j o:~cq .. iii W 1Il -J M ~ o :I: Z < J: . li:l Q) ..... ..... ~ ..:. ...... LAST WILL AND TE5TAI1EIlT OF LILLUN CLEI1 I, LILLIAN CLEI1, of the Borough of New Cumberland, County of Cumberland, Pennsylvania, being of sound mind, memory and understanding, do hereby make, declare and publish this as my Last Will and Testament, revoking hereby all prior Wills. FIRsTI funeral shall be be convenient. I direct that the expenses of my last illness and paid by my Executrix as soon after my decease as may 1. I direct that I shall be CEI1ETERY situate in Fairview.Township, York further direct that my Executr; \<. hereinafter estate the cost of a proper ihscription on burial lot. buried in the liT. OLIVET County, Pennsylvania. I named sholl payout of my the marker erected on my RRHJ:lNrll I Qive and bequeath unto my daughter, PATRICIA A. sI1ITH, all of my household and personal effects, together with any insurance thereon, with the understanding and expectation that she will divide such items among her brothers and herself; providing, however, that if my daughter, PATRICIA A. sI1ITH, should predecease me, then all of such household and personal effects shall be given to my sons, DANIEL H. CLEI1 and A. PETER CLEI1, or to the survivor of t~em, under the, same general understanding. THIRD: If I still own the business known as CUI1BERLAND sTAI1P CO. at the time of my death, I give and bequeath the business to my daughtf.Or, PATRICIA A. sI1ITH, ..providing that she survives me by thirty (30) days I otherwise, this bequest shall lapse. . . FDURTHI All the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever nature and wheresoever situate, I give, devise and bequeath, in equal shares, unto my children, PATRICIA A. sI1ITH, DANIEL H. CLEI1 and A. PETER CLEI1. FIFTH: The interests of the beneficiaries under this my Will shall not be subject to anticipation or to voluntary or involuntary alienation. SIXTH: I direct t~at all estate, inheritance and succession taxes that may be ~ssess~d {n consequence of my death, of whatsoever nature and by whatsoever jurisdiction imposed, shall be paid out of the principal of my general estate to the same effect as if said taxes were expenses of administration, and all property, includible in my taxable estate, whether or not passing under thin my Will, shall be free and clear thereof. SEVENTH: . I son, DANIEL H. CLEI1, passes, either under appoint my daughter, PATRICIA A. sl1ITH, and my Testamentary Guardians of any property which this Will or otherwise, to a minor, and with respect to which I sm authori2ed to appoint a Guardian and have not specifically don~ DO. 1. My Testamentary Guardians shall have power to use principal as well as income for the minor's maintenance, education, welfare, comfort or emergency need, and the receipt of any person selected by my Testamentary Guardians to disburse such principal and income shall be a sufficient acquittance therefor. EIGHTH I I nominate, consti tutl,! and appoint my daughter, PATRICIA A. SMITH, as Executrix of this my Will. 1. In the event that my daughter, PATRICIA A. SMITH, fails to serve or to continue to serve as Executrix, I designate and appoint, as substitute or successor Executors, my sons, DANIEL H. CLEM and A. PETER CLEM. 2. In addition to powers granted by law, my Executrix and my Testamentary Guardians shall hav~ power to compromise claims and controversiesl to sell, exchange or lease, for any period of time, any real or personal property owned by me at the time of my deathl and to give options for such sales, e~changes or leasesl to distribute my estate in cash or in kind, and to postpone distribution by agreement with any beneficiary; and to accept in kind, retsin, invest and reinvest in any form of property, without being limited to legal investments, and vi thout regard to any principle or diversification, risk or productivity, to exercise all rights of ownership vith respect to such investments, and to hold investments in the name of s nominee. NINTH: I direct that my Executrix shall not be required to furnish security in any jurisdiction in vhich she may act. ave hereunto set my hand and sesl this 1991, at the end hereof, composed ~.( [c &{_--->( _ L llian Clem (LC~-y...u (SEAL) \~ LTNESSE'T11 : Name Address :>1 '1 Name Address N .~ Name Address ~ t: .,: .0. .. . , "'6 <? 0\ tl - Co:";: , - .. .' \0 -- ;; . :x:: " . 1- rj :',1 lY- 88 lrl& 0: . r f -- I:', CERTIFICATION OF NOTICE UNDER RULE 5.6 (a I Name of Decedent: Date of Death: Lillian Clem .1",,1 -7 ']"/' '2-' :. i~ .,-,. 1..._ . . J 5/6196 will No. lQQf\_nn.10Q Admin. No, Cl- CUi-; "I[ ; ',\ To the Registerl I certiti that notice'ot beneficial interest required by Rule 5.6(a) of the orphans' Court Rules was served on or mailed to the (ollowing beneficiaries uf the above-captioned estate on .._.6/:J/.Q(., Name - Address Mrs. Patricia A. Smith, 545 Mumper Lane. Dillsburq, Pa. 17019 Mr. Daniel H. Clan. 651 Walton Street. Lennyne, Pa. 17043 Mr. A. Peter Clan, 220 West 98th Street New York N.Y. l002 Nntice has now been given to ail persons entitled thereto under Rule 5.6(a) except none Dal;Ie t96 tura ,I ..... 5 Name fpq;l;1=I R H;:mnlpY" f.'c:::.'1 Address 319 Market Street Harrisburg, Pa. 17101 Telephoneo17 I ?1,,-?nnn Capacity: Personal Representative Counsel for personal representative y RW-l5 ", If ,_ -/-j RtV. uooo. ,11 '-j INHERITANCE TAX RETURN RESIDENT DECEDENT (TO DE FILED IN DUPLICATE WITH REGISTER OF WILLS ,on QAl[!jor O[A1U AflEA lZIl1l91 CHECK HERE Ir Ii ""OU!.AL 0 ,'ovnnycn[OIT 1<; Cl AII"U: 0 FilE NUMBER .! C:OUNIYCOO[ I', " . , , YEAR ; I ( :;' NUUBER cO"~Fr.:r,\~0'1' 'il ''In;,\~''''' IIAIHU!iHrJIS~ i~h~\/R 01.01 ()( nUlNI!;COt.Af'l[It AOon[~S ft~~ UrldBO Stroot Now Gumlwrlllnd, Pa. l7070 ~ , OlCluun ~ ..Aut n "'i' flll'.I "1m Ullllll I UtIlIA') CIUIR, 1.\1111111 "K"'l. ..cu"'" "u;:;ill,~ --\0;1;WOI A1I1 17'). WI. '/')'/1 0',/0(,/1')% -~--' ;IF ,,"rt ItAIU IlftUft\llVUm '1"OWlt !, ftA"'1 n ,,',I' m',l ANt) UUIULllNlllAll !",OCIAl !;[cunItY NUMOEA OAII Of IIIIHt' 10/11'/1'111 Gumhu rlllnd AMOUNt RECEIVED (SEE IIlSTRUCTlONSI 0.00 (:lIlInl.,. Rom.,indef Return (lor da'es 01 dealh p,ior 10 12.13-S2) Federal Estate Tax Return Required Total Number of Sale Deposit Boxes B 2. :iuPJl'ornonl'11 nolUrn 4.. fuhllo IntOlo\t ComplorT\lSO (IOf d,llo\ 01 do.llh .1110112.12-82) O.ud.nl (l1.1t 1.\t.le [J 7. Decodent M,llnl,llned a liVing Trust (Allich CU) 01 WIll} (AIMch a co 01 Trust) C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMA TlDN SHOULD BE DIRECTED TO o 0 NAMe COMPLETEMAILINGADORESS :...:: R g 1.0,111" II. IIl1ndlu.. Hundlor and Illenor ~ ~ '[ll."""l "u" III II 319 Markot Street _ T 717 ?18.?O(\l) Hurrl"bur PA 17101 - I. n..1 [.10'" (Schldull Al I lV., 500.00 2, S'och,"d Oood. (Schldule 01 (2) Nono 3. Clo..ty ""id SlockfPa,loe..hlp 'n,e,e.1 (Schedule C) (3) NQne 4. MOIIOIO" .od Nol.. noce,vable (Schedule D) (4) None.. .. Cnh, O.ok Depo... & M"cen.1neou. Pe..o".1 P'opelly (Sch. E) (5) 23,790.08 5. JOlolty Owoed PlOp.'IY (Schldule F) (6) 61, ,115.36 7, TrAn.I... (Schldule G)(Schedul.ll (7) Nono e. Tolal Oron AS"lts holal Lines 1.7) 9. Funeral E,pln".s, Admni"tra1lvI Costs. MIscellaneous E'plns.s (5ch.dull H) 10. Deb", Mollgage llablll'''. liens (Schedule I) 11. TotAl DeducllOns l!olallines 9 & 10) 12. Nil Valul 01 E.la'e (line 8 minus line 11) 13. Charltabl. and Governmental Bequosts (Schodulo J) 14. Net Value Sub ect 10 Tax (line 12 minus Lino 13) 15. Spou.a' Tran.le,s (lor da'es 01 dealh a"e, 6.30-94) See Instrucllons for ApphcablE. Percentage on page 2. (Include values ham Schedule K or Schedule M.) 11. Amount 01 line 14 taxable at 6'/, rate (Include valu.. hom Schedule K 0' Schedule M,) 17. Amount of Line 14 laxable aI15'/, rate (Include values hom Schedule K 0' Schedule M) la. PonClpalla. due (Add la. hom line 15. 16 and 17,) 19. Credrts/Sp Poverty Prior Payments Discount o . 00 + + 20, II line 191. g,eale, Ihan line 1S, enle, Ihe d,IIe,ence on line 20 ThIS is 'he OVERPAYMENT. ~ 0 Check her. If ou are re UtlU" a refund 0' our over a ment. 21. It line 18 is grealer than Line 19. entor tho dtlforence on Uno 21. This is tho TAX DUE. A. Enter tho interesI on the balance due on Uno 21^ B. [nle, Ihe lo'al oll'ne 21 and 21A on line 21B This i. Ihe BALANCE DUE. Make Check pa able 10: R. I,'e, of Wills. A enl ~ ~ BE SURE TO ANSWER Alt QUESTIDNS ON PAGE 2 AND TO RECHECK MATH · · ,. .rl~N I no I~I Ufy. ~ .,.I.t .v.... oed Ihl"elurn.lnc udlnr.J .ccomp.nylng ,chedu el Iond sIAlemenls..nd 10 Ihe besl 0 my knawledge.nd beUe . II' Irue. ,ooo<,.nd ,.....,.,., Oo<""lh.I.II".'e."'. h.. ......."".1.0.1 U,," m....1 ",... 0."...110..' p..",." .Ih" 'h.olh. 00.....' ..p,...."U" I. 0.... o..III.f.'mAlI..of whkh 11I.p.r.r hat IrTf .nowl.dQ. H ~ eJ~: CO~ IVl K P S ~ 5. O''U1r",lll.1ulfI lllHrleet I:\till' 05. S. :0 -.J (r; l-;; . c.'; L_ .:-. ~ S1 '''' to) s.. o ,oJ R E C A P I T U L A T I o N (S) 202,405.44 (,) 18,805.07 31,,51.1.1.3 (10) 53,346.50 149,058.94 (11) (12) (13) (14) 149 058.94 (IS) 0.00 X 0.00 : (16) 1/.9,058.94 X .06: 8,943.51. I X C o M & T T o N (17l 0.00 X .15 : 0.00 (IS) 8,91.3.54 Interest 0.00 0.00 (n) (20) (21) (21A) (21B) 8,91,3.54 0.00 8.943.51. !ItGNA1Ufl90F PEnSON RESPONSIBLE FOR FILING RETURN I,... . ,Lief-... / ~IGNA1UnE o~ PAEPAI'Ef4 OTHER THAN nEPI'ESENT ATlVE /' / Ii ; . / ./,' ,',' - I' ' I / ,.l.Nll/' / 't I~--' /1/ ~'Cop~rIQht fell 94Iormtoflw.,. onty CpSy,'.ml.lnc. Patrlelu A. Smith 5~,_~ _f:l~!'!l!!':. _~~!'_" -. - - - -." -, -...... -.-. -. ...,...... DII1"bur ,PA 17019 Handler and Wlonor 319 Market Street iliirr is'bur-':' PA" i iilii-" -. .... -. -. -. -.... ....... DATE I.t 0 17 DATE //,:;/;'/ 1/_1/' / / Form 1500 (Rev. 7.94) REV. 15., EX . (1-11) COMH.m/!;\ll~\\\~,lVhYANIA ESTATE OF SCHEDULE D MORTGAGES AND NOTES RECEIVABLE Pleas. Pllnt 01 T . FilE NUMBER Lillian Clem 5511 179-03- 799l 05/06/1996 (All ro a ITEM NUMBER olnl -ownad Wllh Iha RI hI 0' Su,ylyo..hl mUll ba dllcloud on Schodula F.) DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also onlo, on lino 4. Roc. ~ulalion) (If more space is needed. insert additional sheets of same sill.) Copyright (e) '"4 form IOlIwl', only CPSYII.ms,lnc. s 0.00 FOlm lSOD Schodulo D (Ro.1'1I) ),,/.,./.,(, (. "''':J, I NVENTOIlY OF ClIHIlEIlLANIl STANI' CO. AS OF NAY h, 1')% HOUNT STRIPS 1/4 INch 22 1.30 ca. 28.bO 3/8 inch n 1/2 inch 19 \.')0 28.50 ')/8 inch 16 I.W 2').60 3/4 inch 20 \. 70 34.00 7/8 inch 20 \.80 36.00 I inch 10 1.90 19.00 1 1/8 inch 0 1 l/4 inch 0 1 3/8 inch 8 2.30 18.40 11 inch 12 2.4') 29.40 I 5/8 inch 5 2.60 13.00 I 3/4 inch 10 2.75 27.50 2 inch 4 3.05 12.20 2 ! inch 4 3.25 13.00 2 1 inch 5 3.45 17.25 2 3/4 in. 1 3.65 3.65 3 inch 5 3.85 19.25 3t inch I 3.32 3.32 31 inch 2 3.65 7.30 , 3 3/4 in. 3 3.90 11.70 \ 4 inch 6 4.15 24.90 372.57 IIANDLES No. 1 NO. 2 No.3 No.4 500 1500 25 30 69.00 247.00 7.00 15.00 338.00 PACKAGING SUPPLIES (~Ii:;c. haws. ha~o; & tapc) 100.00 POLmAR SUPPLIES 1/2 dell Polymar I Cube Fixcr I Cube Developer Substrotes 50 Film Delcrgenl Posl Exposurc powdcr Cover Film Pollet'n POlymar 1.21 200.00 47.30 61.55 60.50 232.50 112.00 25.00 32.00 45.00 815.85 CllNIIElIl.MiII S'f',\~lI' (INVEN'f'llIO' - I'f\. 2) 'f'1I0IlA'f' 1'111 N'f'YS 1,910 ~llJdel H 1,1111 Nod,,1 '11 1,'J12 NOlie J ~H 1,913 Nodel 50 4915 Nodel 19 1,926 Hode I 19 2.:\1) ell. 2. .'1) '1,I,ll I, .16 (..1 ') (..7ll IH.loll Hh ,1,1) I') 7 . ;!ll 2llH.110 117,(ll In'-IO 75~.OO ---- IlATEIIS - SEI.F INKINr; 4710 Hodl/I 7 4 750 ~lodel 7 4923 Hodel 9 4924 /I 3 7.0~ 9.HC, 4.89 Ill.05 1,1).35 (.H.95 44.01 :\0.15 192.46 SELF INKEIIS No. 11 5 No.6 2 10.59 16.98 52.95 33.% 86.91 CASTEll IIACKS No. 16 1 14.00 No. 8 I 7.50 No. 10 1 9.00 No. 20 I 15.00 No. 12 1 10.00 No. 6 1 7.00 Strip Rack 2 4.00 14.00 7.50 9.00 15.00 10.00 7.00 8.00 70.50 STAHP PADS (Hiscellaneolls sizes & colors) INKS (Hiscellaneolls sizes and colors) EHBOSSING 1'0WIlER 50.00 40.00 12.00 LINE DATERS 17 2.12 36.0U NUHIlEIIERS (Hisc. sizes) 30.00 INSPECTOR STAHl'S 60 msc. REI'LACEHEN'f' PADS 1.25 FOR 5.1. PA'f'ERS 75.00 :15.00 278.00 CASH nECEIPTS ,/u/'uir',luA, SlIIlI".....' cfJ) Sot!. MUlJllmf lune ~ /r-" l lJllI.bulY,I'A IIOIP W DAlE I ROM \I'll 0.\ A"II> lOR WHAt I AMOUNr -- IOIAI. CARI:II~ rORWARiJ fROM I'P[CWI/'IG !'AGE 7f]------- -'----- -- - - ~._.* 0-.- .._..~__..___.__.. --.--.-.----------- -.!I/.r _ r;~ , I!(~ ~/!!.e( j~( -,:ca 4<l;:' fll,h/!, 'sIP h Of .-----~... -- ..--.... .._~u.__._____________.__ _._._.~---- __I/~(lH__ .. " 1'. O~IE)( 1..1ie:..,r;~71l_.JEl:tJ.r. _ -AE,l@jr-____________ /P ..lO ----- ~kb~_ 1111 /}f TlJ1l!'j!!:~~_1J.!IJ!.LJ-j...ll~ ( rl/(( , Ill. " II).. 0_ - --....------------- --.------- s /-'-/J~----- " '. .. " j-.-fll.J.._________ - 51 Dd .'--.. --------- ~b..hl.... - -)!(y.fp", ~ .. ,. .. .. - 2/ ?,f .. -----------___u.___. -.------- '-- -- 2bbL",." '. .. " , /3t;?J..7 " t.$! A(,.?ntONlt) -- oF- .-.--. -5iiJ' /;/f.CISIO".J . , " " t;.:La. T/i~,.;,C; " 17 37' -- .. .. I. 'IF 5/3/'1(, JR.I!:t':.l!L'Lj Nil. 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MIE fROM WHOM ^Nt> FOR WI I^' MlOUt~F TOI^L C^RRIED FORWMD FROM rRECEOING MGE 7o:<'~ 53 5 /~~f" Dt::'i/i' () (: II~/J' n-t - Arr T. )"c. (1((lJlI 51r- S 7d' 5/'>'/1(, DdT Av. " ,. I' " tj op od E?I h" i/J1 ".1') " .. ,. ,. .53 7)"/1 o u t jr, /1(. Ol;)IT ( f' ,. ,. (),=- tltlJ . II /1 Od 1/ /11 fr,r. If f' ,. " Ill/kIt -nUl Ie 5 7f C/o t 'hJ1c' (',{ T ,. ,. " 3 (:/vT. It S'o -11. 1 / 1 G, I. to " . 3- 2() )'t:://lil(c 5 (, 7 '/-2- !, !l1/t;, , " .. ,. /)EJl ~ t:L E. <. 7l/ O,</f~) " /3 7f' ?~s'ht. tv /11 '" /"11 )7/17& /J"c~ f. ,. ,. " /'1 vrj-- dr- 't /~f /tf~ 1011~ 170 I , " .. . . Lj~' EX& c - 2-? I I 1/t/5(' fA If,) ,. " ,. .. 1,<]lt,ur {" /~ d/ ONilta ( 7/(~"'ii' ;J~7' &7. €C nlO;JIC; " ,. " 7? " Lj~ 7/ 'Lo / H I' r. f. f , II Ai Ill<'l> (JON cOIlt>14 t C;/ { I dIn; , , " " ,r/3/1' AID C 0/1 jJ " s 0' I , . - . . tOt^L RECEIPTS tHIS PAGE ' J 3c.:< 2(;, . -- .J\ \ "tv. 1!09[X. (IZ.lIft) co"r"9.l\~r~\~~~'WOO~ilit'"" ESTATE OF 1.11111111 Clom 5511 17<).03.7'191 Jolnttenlnt(.): SCHEDULE F JOINTLY-OWNED PROPERTY FilE NUMBER 05/06/1 <)9(, A. NAME Plltriell1 A. 5milh ADDRESS 5',5 Mumper Strool DIU"lmql, I'll. 17019 RELATIONSHIP TO DECEDENT dllughter B. Dlllliel II. Clem 651 IIl1ltoll Slrllet l.emeYlIll, I'll. 170/,3 HOIl C. A. Pater Clom 220 lies t 98lh S trellt Now York, N.Y. l0025 son Jointly-owned property: lETTER DATE DECD'S ITEM FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DOLLAR VALUE OF NUMBER JOINT OF ASSET .'.INT. ~ECEDENTINTEREST TENANT JOINT 1 A 02/20/86 Sav.Acct. 5130060047 PNC Bank 611,213 .19 50.00r. 32,106.60 1 A 00/00/90 Conunerco Bank 5,250.03 50.00r. 2,625.02 hcct. 9063 1 A lnt - DaD 111.29 50.00r. 55.65 1 ^ 00/00/90 Commerce Blink 5,202.93 50,OOr. 2,601./.7 Sav.l,101I,660/, 1 ^ Int. - DaD 32 .1,8 50.00r. 16.24 2 B 03/01/70 PNC Bank 10,050.7/, 50.00r. 5,025.37 heet-51/,OO119/,3 3 C 0/,/2l/70 Dauphin Deposit 1,3,36/,.68 50.00r. 21,682.34 Chkg.002307l265 3 C Int. - DOD 5.33 50.00r. 2.67 TOTAllAlso enler on I,"e 6. Recoprtulahon) 6/,,115.36 (II mote space is needod, insert addilional shools 01 same size.) Copy.lghl(C) 1994 fo,msoflw'feonlyCrSysl,ms,lnc. Form 1500 Schedule F (Rev. 1Z.ee) REV 0\510 EX + (l.871 COIAt:.\ltlrrrt.{\''Ml,~~jhY'N'' ESTATE OF SCHEDULE G TRANSFERS Ploas. Print Of T . FilE NUMBER Lillian Clom SSfl 179-03.7991 05/06/1996 THIS SCHEDULE MUST BE COMPLETED AND FilED IF THE ANSWER TO ANV OF THE OUEST IONS ON PAGE 2 IS YES ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBER Include name of th, 'ran,II'H.thel, OF ASSET DECEDENT INTEREST 1.laUon.hIDlodKedlnl d,llo' tra""I". 'I. INT. TOTAL (Also enler on line 7. Recapdulat;on) ~ 0.00 (If more space Is needed, insert additional sheets of same size.) Copyr~hl (c) 1994 form softwar. only CPSysttms.lnc. Form 1500 Schedule G (RItY. 2.87) " ;J/~,~f,\~" .AII.I '&,Vkflflr \;'tVII.I/lli ),1 1" If Ii C"ill! III 111111\11 ClrM t/lJllll"'lrIlA~lIl1lh ~4\ /,11111'1"" lu". 1[j IJIIi'hury, I'A 11019 CASH DlsuunSEMENTS r_'r._- (J,Q.-llO)t I-I'n , .,. "r.'''.....,I)l'\r~ pq'.II'J :;YI:~J1.ll,~'lIt, -ri1UU IV' VlllOt,1 ^IIII Ilil! WII^I &,.. .. ,.llJMIIIR MlOUl.11 ~__.u~..___..__ ____,,_ _._ _ .....____ ...__ ____.__.__. _...._......______.__ __ /C:_L__'l_~' _, !~~LJ.____jC.'/IIII,.J':l_:I~,II\1 ..)I;{'J.I'~\~.7------- ,-:{''j (..~~ LIJ_:tY.'/(; (."1(,__ tIL_t}!.JI, ..(IJII/II' _____um_ ____J.l...V(i' ' /iJ . N. '/(, (") II) I' ('~ L. n_ ____1/7 \:.( 10' /ll-_J_C O~);__n Z,~-,!/~III".(C'l . -lYIIIl f L'!s(~.t___i~I,L_u_!J () !:!L /II' ).S~J.~,_ no _ (~~~L_ U G~} - ~J!.~):._[~!t t____n________ /9'/ () 0 ..LO').:\__./i\,o s~()_ (-;!_~j!lo-.-!/(Lo_ut'. tLi;llo:'l/;/lfl.L-~IN'''-) n__!Lu1 or -.Lt~h(, .0_ j~Ln /!/!~cf-1i( If 0>_:. jJ tllU~;JI'.:..~I!~_'lu__ u__ q <l /..(, ".r.. :il'-___. _.Q~~__ ]t:J/IJ/fNlj){-I!Ol!)(__)/:./lly/tJ'i____ 2e} wS; I/.'J.'I<= ('.rJ) (/.fL CL(-;'i}lt<. ;5/(( 3(, ?'L\ -- -+-< - --- If'~- '/(, ___!~~_j)1 /llJ1lJI. tJ/Il1.~L_ IJ;lil/ljj/{C_ h- J:, _ II-" <]t. (1.1-,( l\ufIU 0 (:: doJ elll/lil ~_.s(:IJLO/\ /.r 11. I/-Il-'/( OJ-G E)I,/l { !({.(//i'L - ('/I(/tJl~T> 5bcJ O.J /I-/~ "1(, ()~ -') II uti: (1Ifllm/k/ll (/11 -lflf5 7,) '/11t/,I/'..;- ~)(?J- 00 --1.1- I i.\ '/ C CJ .n' /(0 II ( /-(U),;. ;:~'()D) - !J;d i)t1N > l..j 0) 3 I O - ( - j) le;',1 OQ //)..\.)1" 'j-'I L.G-.T. CjrJ':o /J/I...( __'1:.. - -I I ') 'I A /17// {~'9 II- )~.,I/(, (, (,-0 JC'N,:.".' !)//cMd- /,)/liS i",l Cj/IIIII'ilAI. '-t '-f !llf'/(, ubi L.q: (!o"f/v../\-!it.J/C Xl ;-1/'!'ti~JtJ/K <;-00 _~ --- IOI^!. CNV.IW IVI:WN:II lI:vl.\ 1'V.LCl.IJII.IG I'Nil: /' '(blal 3,g<'h 17 \ REV. 1SU [X + (Z.1I71 CO"~Ni1flt.~{~~V~lhY'Nl' ESTATE OF SCHEDULE J BENEFICIARIES SSII 17<).Ol.7'llJl o 'l/O (, IlJlJIi 1.llllan Clem ITEM NUMBER ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP 1 A. Taxablo Bequests: Patricia A, Smith /.22 Bridge St., New Cumberland, Pa. 17070 laughter 2 Daniel H. Clem son 651 lIal ton St, , 1.emoyne, Pa, 170/,3 3 A. Pater Clem son 220 II. 98th St., New York, NY lO025 NAME AND ADDRESS OF BENEFICIARY B. Charitablo and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also onlo, on I,no 13. Rocap,tul.'hon) (II more space is needed. insert addltlon.l! sheets 01 sarno slle) Copyrlghl (c) '994 form sottwlt. only CPSyslem.lrc FilE NUMBER AMOUNT OR SHARE OF ESTATE 507. or 6li213.l9 or 32,106.59 !OO7, Cumberland Stamp Co. l/3 or residue 507. lO, 050.7/, or 5,025.37 l/3 or resldue 507. /.3,36/,.68 or 21,682.3/. l/3 of rosiduo AMOUNT OR SHARE OF ESTATE s 0.00 form 1500 Schedul. J (Rev. 2.117) CUMIli-:HIANIJ Honislor 01 Wills 01 ~Hf.~~~' Cuunly, Punnsylvania INVENTORY I "lain III L.l.lliLlll \.:lull fJtJ 1'.l'Il,-I)(),l!11,1 also known as (Jaw 01 (JI!llth u'j/L/%_______ , DncnilsmJ SIIcial Se<:ullly Nil. ___17~:JlJ.=1]~ . ------------. I'nf~nnnl Rrp,"';""ll1tl\ll1I!>1 ollhn n!ln\/f) [!';lnl". f1111:nul'lnll. \lmily thlll Illn 11.'111<; "I'I"'.1I11l11 11I'111.1,,110.....11I11 ",v"IlI."V llu;ludllllll 01 Ih" 1"!!'UlUII u!I,nl!t wl"tf"...,,, !lllunt" !lnil 111101 Ihn 'nnl n!tlnln ill lIut CUIIUllUllW,,,,Uh 01 f'nl1l1'l'jlvlIl1ll' III !Inu' Oncf!dnnl. tlml Iho \lnhli1tmn I.b,en.. nPPoslht Qllell II!!III 01 slIltllnvnlllury ((!fllll!>llIll!> it!> 1;lir vIIlun II" III IIlIt dlll~ III Ih" Ill!t:l!lhlllt'!; cJnllth. IIll1l thill UncOIlnllt ownnd 110 10111 n!itllln oul,,!l'n (II Illn C0l111110nWnnllh ul (1nllll!Oylv(llun ,,_en,,1IhIl1 wlm:h 1I11pnll'" III " ","",o,lIlldum III Illn .,nil 0111.." invrmlolV. IN/II \tfHilV lhllt Ill" ~llIle",olll!l fllllll" ill Ihl'l 11I\tllllllllV fl'" I'U" lint! f'",II!I:1 lIWr undlllstillullhnl lul!l" IIlnl"1II0nlll h"'flllI 01" rnndll Rutll'lI:' 10 Ihll 1111111111.00 01 10 I'n. c.s. $lId"'" 490., ,"111111I\1 In ,,""!.WUlII l"hllltCllllIJll 10 nulhulllill'" Umnllul Alturlll!Y: _____Leslie._B___l1:l1ldlcr_______.__.______ 1'1'1""11"; 1:~111I~"1'1l1'111\t1" ( I __ jtiL0.d ,- Ui)y'CI~ Patricia A. Smith 1.0. Nu.: ---O7l90- _J19..MaI:keLStreeL-,------- --, ----- .JJaq.i!,ipJ,u;g ,_-"<l.o-_U10J._______" r.I'phollC: (717) 238-2000 1 - (C! {Il Ollletl Add,ess: OoscrirJtion Value l. 2. Pa. 17070 ^,rerican 114,500.00 Real Estate: 422 Bridge St., New Cwriberland, Mutual Funds - Certificate #77029957 held at Express Financial Advisors Inc. Inventory of CUmberland Stamp Co. as of 5/6/96 U.S. Treasury - Social Security for April Capital Blue Cross - refund - unused portion Accts. Receivable of CUmberland Stamp Co. on 5/6/96 West Shore Tax Bureau - 1995 Refund Haar's Auction - Mdse. sold at auction Donald Keller - proceeds from sale of books ^,rerican Traveler Life Ins. Co. - Refund (Pol. 245252) Personal Effects Phone Reinhlrsarent froll Cumberland St itlllp N c:: " I, - 9,857.69 5,844.29 1,509.00 117.55 2,362.26 66.00 932.40 70.00 123.54 2,787.00 J20.3S 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. Co. (l'.A.Sl11it Prop. ) -:;; ,~;~ ('o.J ti: --tE ![", -< ,. - ;..;: -, ~~ b; - ~. . ...!! =' (AtWeh Additional S!i.?LQ .f nce""a'yl Tntol: LH1,290.0B rlolf .Ile MCltlc.alldllRl oll!!.l!!llll!! cul,it1!! Ihl! Cnrlllllnll....".'IIIlIlII.f!lIll'vh...mi., m,'v. alllll' I'I,.chnll 11111,1' 11I"\llllollll'l\II'\I'III.11lH'. 111(:111111' I"~ \talllf: nl!!llch ilf!lI1. bul ,u(h 1'11\111" '''"Ul,t unl h" f!llr.l\Il"d illln 1"" 1011I1 ollh" In..I'I.I'", RW-O \ (IL - ~I 0 g J..I - ( ..~ ',:.~" ;~i;\~:'t'::; '\ \ .,... .~, ',,!~: .... \ '1'-'- '1;"", _ ~J;\~;~ /II 1 ~'~,~'T,i''''. ; .~~F~ r \~ ..... ,,\. ,., l , ~'.. "r. '" . "{ , .....~,." - , -,'.. ,:\': r. ',."-.0"'1 ." ",.,.. . ."- .,..... \~jJD.~, ~ (1. '. 'tp -1 lJ.~JI J -... ~ ..- ~ :;:\CIJ ~ ~ ~~ ~~l .!!l M 0l?1 .-i Ql~ 0 r>:gQlI' Ql811l.-i ..:l :5'0.811: i ~~~~ ~~8~ ~ ~~8a ~ ..- ~ ~ ""'- N t-:< - 'R J[L 0 S!l N , , ID"" Ii:: o~ .~ ( . U:'" It'l Co ~-:' - iJ .. ~ :~ r:) ~_~ U ,,' ..., ~ ~..' -, (J '."" '''-E o :iJ" p; ~l OlCl: "':1 a: uu ~ '.... \ ~ 1 ) ~7.~ MAKE CMECK PAYABLE MID REMIT PAYMEllT TO: REGISTER OF WILLS CUMBERLAllD CO COURT HOUSE CARLISLE, PA 11013 .."" ",,, "",OM ,OR "... ..",... ... ,. ____:._. .___,--- ____------.,..,- ",0'"''---''' "~'''-'''--_..- .--------- - COMMOllWEALTH OF PEllllSYLVAllIA DEPARTMEllT OF REVEllUE - 1(1.1541\'''' uHn BUR~DF tNDtVtDU~l l~XES 1.....1 t.x OlVIS10N OEl'I. zaG' HARRls.ORG, p. 1711..0601 NDTttE OF tN"ERtl~NtE l~X ~PPR~tSE"EN1, ~llO~~NtE OR DtS~llO~~NtE DF DEDUt110NS ~ND ~SSESS"ENl OF l~X 01-01-91 CLEM 05-06-96 21 96-B408 CUMBERLAND 101 LILLIAN ~ ... -- DATE ESTATE OF DATE OF DEATH FILE llUMBER COUllTY ACll ""aunt R."ltted JUL ~ 1997 LESLIE B HA~~ HANDLER & wfi!lfeIltI.IVED 319 MARKET ST HBG PA 17101 " - CUT ALONG Tlll11 --... -.... - .-..- ~~ ......-.....:.4.- _.4 ("'1'"-.'1:. .-_. . . ..."'f_q7 .. HANDLER &Wr~~~~~~' 11'.1,1' It 111I..1lt1 11111 Wll'lIr" \\' s...lIll'llIll1'r I h, hi II H...",t."C" C '.111.1,,, t.t ^lIllt"" M,IIl"'W~ I:....hy.... ',11111'0 It 1:.111..11 'J1'M,lIll'I~ltnl 1'11,1~.. 1171 11.1"1.1'"11~. ",,\ 17h'H 717.lIM.Wllll 717.l I). \LIl'II'... SlIIlIlIlllm,llrllllJll.l(l1 ^1...^.llIIlIII.lf"III"""UI' 1",",II:"II'I"I(~I.lllinl^,I... rhll...ul 1\..".1..1 lilll ^.l..... a. ^l... ^'''"ll1l'.II~..~,,'' ^l.., nfl.I.,,"t,II'^. ,au' ^1...^,LIlIIlr.IU,.lrI..'.... July 3, 1997 Office of the Register of Wills UJJnber1llnd County Courthouse One Courthouse Squllre Carlisle, Pa. 17013 Dellr Sirs: Rc: Estate of LElian Clem File No. 21 96-0400 Dllte of Death: 5/6/96 Anticipating llssessment of inheritllnce enclosed II check to the order of Ibgister $1,000.00. llbove estate, please find ^gent, in the lllT'Ount of tllll on the of Wills, Very truly yours, WINDLER J\ND WIENER LBII/b/w/encl cc: Patricill ^. &nith, EKecutrill By: Leslie 13. IIllndler ".:,- , .. -~ ...:' ! CLEM PROPERTY 422 BRIDGE BT, 717.nH138 . . NEW CUMBERLAND.- ~A: 17070 . -.. .. ..;.........~. r...:~.=... t~l~.~. :,.~~:..:'..:':.:::~ ",^yTO lIfE-.... .. ..... "!- ORDER OF .,. - _....._.~....'.- "~~.--,.'r"'r:""""."'._~. -. - -"'~......_-,...._.-'""\.-:..._..... " '-EiAnl.lCIlC: -.......r .....~,.-_..........-....,.,... - t. lU\1Yl.Cl~ '!!T......- ,,..,-....---:-.~_.._......," .....'1 .. . '"T\orr W"I"T' ....--.._,.-.,..~...r~...rn'r."'., .. ....... J.l\LCJ. ..., t...'?-_...~_.--:'T--- ..'- --t:ra;741J.~tr.'LeYt' -' . ;.~. ..,., ';:::;::~. l' .-.. '" -'-T~ .. MlWO ~ . ,...."..---:- . '" ." . . .1 ....,-~~ ....., '.. . .,.....- #II ...,' .~ . ;.:0 ~ ~- ~O 1,- ?-2Qi: :'II'YfIl10 q.~a~~IIC(f51,.!ir:~~~e-~.::::i;~:7;;;;;::.-.:: ... _ .,. ...., ".'.- .'. ......~...-,.., .....-.'1.___". ,., ~..........._~~,. . . ., ....~ .--.. ...-"., . . . \ -, . ) - , ... ,~/ ~ '-'I ~... N (r (~I r? I ~ 0- r~1 .. .... 1SI 0:" R ". '.) ~ . .... .. ,~ ~ ~ ~ to ~ ::s l' oCl .!:l - '- ~~ Cl . '" ~~ I::: l:> ~ o...l ~ .... '" ~ ~ ~ ~ ~ ---- - _ - -o-~.M"~ 4- ~u"V .1:' COMMONWEALTH or PENNSYlVANIA OEPARTMEUT OF REVEUUE BUREAU OF INDIVIDUAL TAXES OEPT280601 HARRISBURG. PA 17128.0601 ~~~. f' :.; "'r. . PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT I NO. M\ 211.499 n(V-1l62 [)t (l19fJ) RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT 1 (\ I .r.1 .f:1(\n on HANDLER LESl.lE D BOX 1177 HARRISBURG. PA 1710B rOlD ""l[ rOlD HERE -, ESTATE INFORMATION: FILE NUMBER 21-1996-0408 NAME OF DECEOENT ,LAST) CLEM LILLIAN DATE OF PAYMENT 7/0"//97 POSTMARK DATE 7/03/'17 COUNTY SSN 1'l9-03-'l7rn ,FIRST) IMII TOTAL AMOUNT PAlO '~1.800.00 CW __CU.tlIl.Q3kBl'1J) DATrornr...TII _ 5/6/96__ REMARKSPATRICIA A SMITH C/O LESLIE B HANDLER ESQUIRE SEALCHECKII 544 ,'/ ;' RECEIVED BY I " MARY C. LEWl'S nEGlSTE.H OF WILLS , ( 'It.'. " . IJ'. ' .,../ __.._____ _.___ _~_._.___r~_. ----. i t .-- . -~ ~..--............tld.~ 4-........ -,:. , . . -. - --~. -.-" -.. - . .... '.--- . I , I , I I I I I " , . , . , I , L IOID HfU . 11'401142"1'"'' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '* UNO. AA 185074 ACN ASSESSMENT r;t CONTROL ~ NUMBER RECEIVED FROM: & AMOUNT LESLI E [j HANDLER ESQU I HE lul "t::I.'1't;;J.::lLt 319 MARKET STREET HARRISBURG, PA 17101 ESTATE INFORMATION, 1:'1 FilE NUMBER ~ 21-1996-040B ~ NAME OF DECEDENT (lAST) I;iI CLEM LILLIAN II DATE OF PAYMENT EI POSTMARK DATE COU NTY SSN 179-03-7791 (FIRST) (Mil CUMBERLAND DATE OF DEATH m TOTAL AMOUNT PAID "'8,943.54 VZ REMARKS PATRICIA A 5MlfH C/O LESLIE B HANDLER EHQUIRE CHECI<" 004 I ,-I RECEIVED BY'" " I' j.'ll"_/A~ ~"J/ , ~GN' "I ' . I; , // J' 't MARY C. LEWI S/'...../j/I-J:/AJj' I. REGISTER OF WILLS' , SEAL REGISTER OF WILLS ..._-- -- --- ! , _. .- ~~ ..-----......bcI..~ _ 1 .. --,:.. .,0 " COMMONWEAlTtt OF PENNSYlVANIA OEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEIll280601 HAfmISBURG. PA 17128.0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ~.~~ f' ~ . , . . NO.l'\A211545111V"."""'.' RECEIVED FROM: 1- ACN ASSESSMENT CONTROL NUMBER AMOUNT LESL I E B HArWLf::R ESD 319 MARKET STREET R 0 BOX 1177 HARRISBURG. PA 17108 1 <) 1 $73.80 FOlDH!lI( FOlD HERE ESTATE INFORMATION: FilE NUMBER NAME oFaEl:RJ)iIl\6\U.~,jlB SSN tFIl!m-03-7791 (Mil OATE o,r;"'~TCrU:TI\'fJ' PosTMAR:<rfAlrt7''fr COUNTY -"7'OOIO!) TOTAL AMOUNT PAID DATE Om~\l1ch'LAI\IL' $73.80 V / PATRICIA SMITH C/O LESLIE B HANDLER ESO SEAL CHECK II 553 " , RECEIVED BY'. : '(/." i- I .' ..... /~."~(,,) PB _' !'IAf'lY C, LC,J! 5 >>,: /1'; ";;'1'..) f);f:t ; REGIST[n OF WILLS .. -- .-.-- --- ----- -~-- - .' ,- . f ~ " ~ - ' " ~ . _ -...-----....M.~ ~-.... &'1-:... MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifEV:is4TEX-"Fi;-Co:f:97T"iioficE--lin-NHEififiiiiCE-YAX-jiPPiiiiisEHEii;--;-"Li-liwANCE-ifR"----------------- DISALLOWANCE DF DEDUCTIONS AND ASSESSMENT OF TAX LILLIAN FILE NO. 21 96-0408 ACN 101 TAX RETURN WAS: ( ) ACCEPTED AS FILED I X) CHANGED SEE If an assessment was issued previouslY, lines 14. 15 and/or 1&, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spou.al rat. (15) 16. A~ount of LIna 14 taxable at Line.l/Cla.s A rat. (16) 17. Amount of line 14 taxable at Collat.ral/Class 8 rat. (17) 18. PrincIpII Tax Due TAX CREDITS: PAYHENT DATE 01-14-97 F"/c'5 -I} BUR[~U O' INDIVIDUAL TAXES IHtlERlTANL' TAX DIVISION DEPT. :80601 HARRISBURG, PA l11Z8'0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE DF DEDUCTIONS AND ASSESSHENT OF TAX LESLIE B HANDLER HANDLER & WIENER 319 MARKET ST HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PA 17101 ESTATE OF CLEM RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l E.bh ISch.dule A) III Z. Stacks and Bonds (Schedule B) (2) 3. Closely Hald stock/Partnership Interest (Schedule C) (3) 4. Hortg.ga./Hata. Receivable (Schadula OJ (4) S. Cash/Bank Deposits/Hlsc. Personal Property (Schedule EJ 15) 6. Jointly Owned P~ope~ty (Schedule f) (6) 7. T~.nsfe"s (Schedule G) (7) 8. Tot.l Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. fune~al Expenses/Adn. Costs/Hisc. Expense. (Schedule H) (9) 10. Oebts/Hortgage Liabilities/Liens (Schedule I) (10) 11. Tot.l Deductions 12. N.t Value of Tax Raturn 13. Cha"itable/Gove~n.ental aequasts (Schedule J) 14. Net Value of Est.te Subject to Tax NOTE: RECEIPT NUHBER AA185074 DISCOUNT 1+) INTEREST/PEN PAID (-I .00 c..' 07-07-97 CLEM 05-06-96 2l 96-0408 CUMBERLAND 101 A.ount RellHt.d 114,500.00 .00 .00 .00 23.790.08 64 .115.36 .00 (8) 18.805,07 4.541.43 Ill) 1121 1131 114) .00 X .00= 179.058,94 X .06= .00 X .15= IlBI AHOUNT PAID 8,943.54 INTEREST IS CHARGED THROUGH 07-22-97 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * ,n.I'" II'" 111-'" LILLIAN DATE ATT ACHED 07-07-97 NOTICE NOTE: To insu~e p~op.r c~edlt to your account, subait the uppe~ po~tion of this fo~a with your tax pay.ent. 202,405.44 :03 . 346 ~n 179.058.94 .00 179,058.94 .00 10.743.53 .00 10.743.53 8.943.54 1.799,99 73,80 1,873.79 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TDTAl 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.) .. - RESERVATION! Eltat.. of dacad.nt. dying on or bafor. Dac..bar 12. 1982 -- If any future lnter..t In the 8,tal. I. tran,f.rrad In pOI....lon or .njoy..nt to CI... B (co11et.re1) ban.fleterl.. of the dacadant aft.r the 8MPlratlon of any a.tat. for llf. Dr for ya.rll the Co..onwealth hareby aMpr..,ly r...rv.. the right to appraise and aliI.' tran.f.r Inheritance 'aM.' at thl lawful Cia.. B (collaterall rata on any such future lnt.r..t. PURPOSE OF NOTICE: PA\'ffEHT; REfUND (CR): OIJECTlDHS; IDlUN lSTRATlVE CORRECTIONS: DISCOUNT: PENAltY; INTEREST, To fulfill the requlr...nt. of Slctlon 2140 of the Inherltanca and E,t.t. Ta. Act, Act 21 of 1995. (lZ P.S. Section 9140). Detach the top portion of this Hotlea and sub.lt with your pay.ent 10 the Alglat.r of Will. prlnt.d on the r.v.r.. .Id.. --"ak. check or Bon.y ord.r payabl. tal REDISTER OF MILLS, AGENT A r.fund of a taM cr.dlt. which wa. not r.qu..t.d on the Tax R.turn, .ay b. r.qu..t.d by coapl.tlng an -Application for R.fund of P.nn.ylvanla Inh.rltance .nd [.tata Tax- (REY-I111). Application. ar. available at tha offlc. of tha R.gl.t.r of Will., any of the 21 R.v.nu. ol.trlct Offlc.., or by calling tha spacl.1 24-hour an.warlng ..rvlca nuab.rs for fora. ord.rlng: In P.nnsylvanla 1-800-162-Z0~0, out.lde Pannsylvanla and within local Harrl.burg ar.a (717) 787-8094, TOO' (717) 772-ZZ~Z (Hearing r.palred Only). Any party In Intere.t not .atl.fled with the .ppral....nt. allowance or dl..llowance of deduction., or a.......nt of tax Clncludlng dl.count or Int.re.t) a. .hown on thl. Hotlc. au.t Object within .Ixty (60) days of racelpt of this Hotlce by: --wrltt.n prot..t to the PA oapart.ent of R.venue, Board of Appeal.. nept. Z810ZI, Harrl.burg, PA --.Iactlon to have the .attar det.ralned at audit of the account of the p.r.onal repre.antatlve, "appeal to the Orphans' Court. 171Z8-IOzt. OR DR Factual error. dl.covered on thl. ...a....nt .hould b. addra..ed In writing tal PA D.part..nt of R.v.nu., Bur.au of Individual Tax.., ATTHI po.t A.......nt R.vlew Unit, n.pt. 280601, Harrl.burg, PA 171Z8-0601 Phon. C717} 787-6505. s.. page 5 of the booklet -In.tructlon. for Inh.rltanc. Tax R.turn for a R..ld.nt n.c.d.nt- CREY-1501) for an awpl.natlon of ad.lnl.tratlvely corr.ctabl. .rror.. If any tax dua I. paid within thr.. Cl) c.lendar aonth. after the dec.dent'. d.ath, a flv. p.rcent C5~) dl.count of the tax paid I. allow.d. Tha 15X tax aan..tv non-participation p.naltv I. co.put.d on tha total of the tax and Int.r..t a..a..ad, and not paid bafor. January 18, 1996, the flr.t d.y after Ih. and of the tax a.ne.ty p.rlod. Thl. non-participation panalty I. app.alable In the .aee .ann.r and In the the .a.e tl.. p.rlod a. you would appeal the tax and Int.r..t that h.. b.en .......d a. Indlcat.d on thl. notlc.. Int.r..t I. charg.d beginning with flr.t day of d.llnqu.ncy, or nine (9) aonth. and on. (I) day fro. the date of d..th, to th. d.t. of pay..nt. Tax.. which bec... delinquent b.for. Janu.ry I, 198Z b.ar Int.r..t at tha rat. of .Ix (6X) p.rcent per annu. calculated at a dally rate of .000164. All taw.. which b.ca.. dallnquent on and aft.r Janu.ry I, 198Z will b..r Inter..t at a rat. which will vary fr08 cal.ndar y.ar to cal.ndar y.ar with that rat. announc.d by Ih. PA Depart..nt of Revenu.. Th. appllcabl. Intere.t rat.. for 198Z through 1997 .r.1 '!!!! Int.r..1 Aate Dally Inl.rut Factor ~ Int.,.e.t Rat. Dally Inler..1 Factor 1911Z ZOX .0005411 19117 'X .000247 19111 16~ .000418 19118-1991 llX .000301 1984 In .000301 199Z 'X .000Z47 1985 UX .000356 1993-1994 7X .00019Z 19116 10~ .000Z74 1995-1997 'X .0002,.7 ulnt.r..t I. calculat.d a. followtl INTEREST = BALANCE OF TAX UNPAIO X NUN8ER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I..ued after the t.x beco... d.llnqu.nt will reflect an Int.r..t calcul.llon to flfte.n CIS) d.y. b.yond the data of the ........nt. If pay..nt I. .ad. a't.,. the Int.r..t co.putatlon data .hown on the Notlc., additional Int.r..t au.t b. calcul.t.d. /5 lei.) f=) CDMMON~EALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT (' _/ ,,:..)~ri~ '(,V':~~"--":-:i :~r:l,:~t ., ..,,:wt'~ ~ __}..L_ .c#;l' . BUREAU OF INDIVIDUAL TAXES IHII(lHlANC[ lAX DIVISION DlPl. O'aollOl IlAIUft58URG, II. Ill;"a-ObOl .,..;.:1111"':1-'11 LESLIE B HANDLER HANDLER & WIENER 319 MARKET ST HBG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN OB-II-97 CLEM 05-06-96 21 96-040B CUMBERLAND 101 LILLIAN AlI"lount Re,d Ued PA 17101 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subll"llt the upper portion of this for" with your tax payne"t. CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ R-EV:i60-j-EX--AFfi-io3i:97i-------...--iNiiERiifANCif-TAX--STA-iEHifNT-O-F-Ac:Couiii--.-..--------------------- ESTATE OF CLEM LILLIAN FILE NO.21 96-040B ACN 101 DATE OB-11-97 THIS STATEHENT IS PRDVIDED TD ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE HAHED ESTATE. SHDWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT 8ALANCE, AND, IF APPLICABLE, A PRDJECTED INTEREST FIGURE. DATE OF lAST ASSESSMENT OR RECORD ADJUSTMENT: 06-30-97 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT ' DISCOUNT (+) I AMOUNT PAID DATE NUMBER 'INTEREST/PEN PAID (-) 01-14-97 AA1B5074 .00 B.943.54 07-03-97 AA211499 .01- I,BOO.OO 07-17-97 AA211545 65.35- 73.BO . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS lESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR1, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FDR INSTRUCTIONS, ) TOTAL TAX CREDIT I IBALANCE OF TAX DUEi ! INTEREST AND PEN. i i TOTAL DUE IO,751.9B B . 45CR I .00 I B.45CR! PAYHEHT t ~~tach the top portion of thl. Notice and sub.lt with your pay~ent "ade payable to tha na.. and address prlntad on tha r.var.a .Ide. If RESIDENT DECEDENT "aka check or Money order payable to: REGISTER OF WILLS, AGENT. If NOH-RESIDENT DECEDENT lIake chack or ftonay order payable to: COHHONWEALTH OF PENNSYLVANIA. REFUHD (CR)I A rafund of a tax credit, which was not requelted on the TaM Return, .ay be reque.led by co.pletlng an "Application for Refund of PennlYlvania Inheritance and E.tate 10M" CREV-1313). Applications ara available at the Office of the Regl.ter of ~III'I any of the 23 Revenue DI.trlct Office. or fro. the Depart"ent's Z~-hour anlwerlng larvlce nu.bars far forll' ordering: In Pann.ylvanla 1-800-362-20501 out. Ide Pennsylvania and wtlhln local Harrisburg area (7111 181-809", 100_ (111) 112-ZZ52 Wearing I.palnd only). REPL V TO: Queltlan. regarding errors contained on this notice .hould be addrelsed tal PA Depart.ent of Revenue, Bureau of Individual Taxas, A"H: Po.t A..eulIlent Review Untl. Dept. 280&01, Harrisburg. PA 171:8-0601, phone (711) 7.!Il-b505. DISCOUNT: If any taM due I. paid within three (31 calendar .onths after the decedent" death, a five percent (5~) discount of the la. paid I. allowed. PENALTY I Th. 15~ tax ..ne.ty non-participation penalty I. cOMPuted on the total of the taM and Intere.t al,e.,edl and not paid before January 18, 1996, tha first day after the end of tha taM a.ne,ty periOd. IHTEREST; Inter.st I. charged beginning with flr.t day of delinquency, or nlna (9) .onth. and ana (I) day froe the data of d..th. to the data of pay..nt. Ta.., which baca.. delinquent b.for. January I, 1982 b.ar Int.r..t at tha rat. of .1. f6~) p.rc.nt p.r annUM calculal.d at a dally rate of .00DI6~. All laMe. which beca.. delinquent an and aft.r January I. 198: will b.ar Inlere.t at a rata which will vary fro. calendar y..r to calendar y..r with that rat. announc.d by the PA Depart..nt of Revenue. The applicable Int.rest rat.. far 1982 through 1997 are: Ve.r Intere.t Rata Dally Intere.t Factor Vaar Inter.st Rat. Dally tntara.t Factor 1982 20~ .0005"8 1981 .~ .0002"7 1913 16~ .000,.38 1988-1991 11:< .0003Gl 191,. 11~ .000301 1992 .~ .0002"7 1985 13~ .000356 1993-1994 1~ .000192 1986 l'~ .00027,. 1995-1991 ., .000247 uInt.r.,t Is calculated as follaw'l INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Anv Notlc. I.su.d afl.r Iha taM b.co... d.Jlnquent will refl.cl an Int.r..t calculation to flfl.en (IS) day. b.yond the data of the DSI.ss.ent. I' pay.ent I. .ad. 4'1.r Ih. Intor.lt co.putatlan dal. Ihown an tha Hotlca, additional Int.r..t .ull b. calculated. f ! ..,. -:::< ::Ie.; ..". C ~; .) ., o.~ ;::'.5 'F .. , . I.~ ~ .. co c:c ;~. . Cl l'"\ ~ "J o c_ C 0]);:1 ()() ,~) ,,' 0'.,1 4.,) :U' <ua: a: ~ . , ----- Vendol' 4CUMB VouelWI' (m'Olce Check Date 37085 Descl'i Ilt iou CLEM LILLIAN 05/24/96 LILLIAN CLEM LBH , , -. .'~ -.. ~ ..~ -. . HANDLER & WIENER Amount LILLIAN CLEM 15.00 15.00 Check total J. / - 9 (;. !j () Y -. -._' ~---- CIIl~J 1~.O 011740 Check Amouut .00 15.00 ~ l. I '!' , ; o ~ )- " .. ; " . . . '. . f " I i' ", , ." ...... K'" " 1 ~ , :"- , -.......,.,.,.., -.-...--....~.~ -- ......- 1':' .- r . ~ ~. ... - - -"' -" , \1J -' 11., '-, - 1:0 Ul ('.J ""' ,- '- ..-l u" ..... III : .;:; :;: Ul - :::l eJ ....0 - ~ 0-'= i/) .... '.') I-< ~ III ,.- 0-< ~8l : -.n "'- t....1 Cl;;" l"l - .:;; -",:, lll.... ..-l r::::, ... tr: S 0 : lllt- -:r (\J lll811l..-l -5 5<:: , - 0 -'J ('-. '0-'="- ~ ... ....c::.... o III ~ III ..-l ..-l \ (I: ~ 18.~ -. (l.. ~:'I\ ..... ..-l ..., .... llll-< ('.1 ~ '0 SB ,... ." i':' '" ".' I if, " ." I" .. ,- ! , l' ~ .~ l ). . " ., , I , ".. , -- " (" ...~ .- J , ...".- ,. ... .- - ~ .. .; ;:.;!:..-; .. .. - " .. -; ".. :r.' :' -' . . ___a -~ , _. ----.....-.---....;Ilf. -'-. 1':.... . . -, ... ... .. -~ .' <S ~- , , c:", ::-'. o r" ~;:. ~f: :~.~ 0: of' po' ,c .:! ':) UU ., /. r. " ~... ... " . --;-:- ~~~ .-...--.., -N. ~. _ 4- .'.. ..,:.. ';i " , I ~ ; , j , PI.F.AsE FilE 111IS REPORT Wl1111N 'lW YEARS OF DATE OF DFXl1I RID\RDLESS OF '1l1E S1i\TUS OF TIlE FSIATE. IF FSIATE IS NCIT <DWlEI'FD, FilE ^ 6.12 FORM YEARLY Wl'II. <DWlErION. s'rJ\'!'us HEPun'!' UI1DEH nULE 6, l2 Name of Decedent: LILLIAN CL~ Date of Death: 5/6/96 will No. }.:Jl).. -00,.08 Admln. !In. Pursuant to Hule 6.12 of the Supreme COUL't orphans' Court nutes, 1 report the followIng with respect to completion of the administratiun of the above-captiom.!u estate: 1. State whether administration u1 the estate is complete: Yes x No_____ 2. If tho answer is No, state whf!ll the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No x b. The separate Orphans' CUUL-t No. (if any) {or the personal representative's account is: c. Did t.he personal representative state an account informally to the parties in interest? Yes x No d. Copies of receipts, releases, joinders and approvals of formal or informal accounLs may be filed with the Cerk of the Orphans' Court and may be attached to this rElfort. /~ .~~ /? ;( ~.d I/~~) Signature ' Date: 5/19/97 Leslie 13. Han~ Name (Please type or print) 319 Market st.. lIarrisbura. Pa. 17101 Address ;;.J 1-1J7) 238-2000 Tel, flu. , L~ . o " ..j0 Cdl'acity: Personal Representative \I Counsel for personal representative (MAHs rmt/ AM3) RW-27