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Home My WebLink About96-00510 .': ' .Q \i) ;r' ~ IlJ co ill , ~ "Z c;t E ~ a 0 ~ '2 il? ..... "Z ~ ~ 0 ~ ~ IlJ cr ..J C .! Q cD Q . - (::) ~ .e V) ~ UJ ~ lit .:S 0 LLI If) '>s ,. I ~ Ci , Cl - , I - , ct> ;' "." ,. ,:-,),,0 """'Z' - :~ ~z~':..;':::\\'.. ,::'." .....,.:..,.....,.-. . _0;:...., il,.: ~.~ ,.;" . PETITION nm I'IWIlATE utld (;J(ANT OF J.ETTEllS ~I-Iqql.o- 610 Norlllall ~I. 1';bl.'l'ly No, 1"t1: 1:".\/11Ia' ,a (//\(1 AIlOWII 1/\ _ S,It'1II1 .'it"'IIf1ly Nfl. . f)''n'ilWt!. '74-0~-nHO Ilqi'l"r III Wi1i- IlIr rhL' ('11111111' III CUlllb['I'I.i1,ncl ill Ih" ('oIllJli,UI\\ l'ullh 01' PCIIII\yhania rill' p"'lilioll 01 thl' tllhh.'I\lgIII.'d rl'\pl'l'lIl1l1~' H'llIl'\l'llI\ ,hill: YUill p..'litil111l'I('), \\110 j, tKO: I t\ YL';II.. of i1l!l' or ollk, alllhl'\.'\Cl:11I or u ._..________~_ named illlhL'la'l II ill III I ilL' a 10 III " d"",.I<-III, dalL'" :-;(~pt:l.'lIIbl.'l' 1.7._.______, 1~...~,'_4_ alld ",dkil!,) daIL'L1 Nonl' ... _... _....... .Joseph II, Eberly, .1Iallll'd Co-ExL.!cutor, has fileda-1ll'nulIciation, Jl'nouncing his ,po:;ition, asCo-I':xl'C,lJtor, whic:1LrJ:.D\J.1L~tiLtio..lL.._ ..is..filed herewith............... "I;lh' Id~'\.llll ~"(tllll'I.lll~'l". l.-t!_ rl'UlllhhUiull, dl"l!h t.t l'\l'l'lIl1l1, l'l\:.) Cumberland Ik~ellll<-lIl lIa' L1l1l11icikLl at L1e,"11 ill South ..Niddll'ton..'I'wp./ Cllllllly,l'ellll'ylvallia, wilh h..is,.. 1,,,1 rami" or I'rill~il'al r",idL'II~e ai, 700 ..\~al!lut.~ott..qll1 !load , Carli:;le PA 17013 -.--.. ..-----.-- .... ..-, -...--. ~.--~----,--.._-- -.. .-----__.__ n._...,___________..____. t ____......___.._. 111'1 'II~'~.I. IlUlIlll~'1 ,1ll.111111/l.ip.IIII\J JJ"~eIlLl~III, I hell ..29 .. '~a" or a~~. L1i~L1 ...J..un.<ol......._.___ ,19 96 '" Car lisle,_SQu,th Mid.dlgt~m_.I'~p.,_..Cun1bgrJa!lsLCo '-I PA l:\I:L'pt a, rlllhl\\", dC\.'L'lkl1l did IHllltlilrry, wa, IHlI di\orl..'cd allll did IIIH havc a child hurn or iUJnpled aflL'1" C\L'l'uliun 01 Ihl' \\ ill offcll.'d ftn prohatl'; wa, IWllIIl' \'klim of a ~illil1p. ami \\'a, ne\'er adjllllicalcd illnllllpl'll'lIt: ._________ ~tiQQ~__..__. __.__.____~______._.______~__ I)l'(CIH.lI.'nl al dL'alh l1\\l1l'd P'OPl.'r1y wilh l."limatcu \.al1h.... ii' follo\\,; (II' domidleLl ill l'a,l All p~"ollall''''p~rrl (If 110t dOl1lidk'd ill Pa.) PCf\IHlal ProPL'r1y in PCJ1I1\yh'al1ia (II nllt dOllli\.'ill'd in Pa.J I'L'r,ollal prnpl.'r1Y in Counly \'01 I Ill' llr rl'all"tatl' ill P"'I1Il\)h-al1ia ..iIUal(d a.. I"oll'l\\": __-...._____J}ol)e.. $ 590,000,00 $ $ $ \\ 1Il',KH(lIll'. p~rili""erlXl re,p"~lrlllly prc""'lIh:d hl'rc\\ilh and Il1l' ~rant of ""111.."" mlll~,I(,) Ihe I'",hal" or rhe 1'''1 will xtIllb~Xlllixil(l<l 1'estament" ry.._...__. ll\"l,llllt'lll,\f\, ,llllllllll,tr,llrllll.'.I"I.; adlllllll\rr;lIinn ll.h.n.c.l.a.) II h.' 10 1 I. -. '- (':r~t'{_i!~:1t One West'~n ~trel't St1ircin'~rii;}2w.n~;-PA 17011 -2- - . ~-= ~g =... ; OATil OF PEHSONAL IU:PIU:SENTATIVE CO:\l!\IO:\\\'EAI.T11 OF PE:\:\SYI.YAi'lIA I ., J" "" eOl' ".." OF . CUN13EH!..ANiLu_~..,._, l'h"'l'l'lllillnl.'rt.., ahll\l'-IWl1ll'd '-\\,'ari'l In ..f1illll(') Ihat thl' ,lall'lIIl'lIl, in tlu: hlrc~llil1g Jlctition arc Ifill.' .llId .."1IH..'\:11t' IlIl' hl'" 01 Iii,,' L.rltl\\k,I!!I.' and hdil.'f uf !lI.'liliol1l.'rt..,.IIHllhal a\ pl.'r!oounal rcprc!\cn- l.lli\l'I'-II,f I Ill' ablnl' dl.....l.dl.l1t p"'lllillilt"il'. \\ill \\1.'11 and Ifllly atlmilli"Il.'llhl.' l.',laIC according to hi\\", S"~"" I.' .'1 ",llilll1"d a fill ,"1',<':ihL'd I :.-~}.(,u-/]. .?l~Fv. ..u____ ,~ hdoll' IlIl. lhl" . _ 26th .. da\ lit Jamc$__D. -~~ar__.___.___ ~ -l,1~""'cJ C'~'P-~,nnl~ti1(l; ~g'rr~~~~!~~~t:~~~,.?~K'~~'hU11- ~ 15-111-4 .' E 15 N('c,\'iRL~LLr'" U"'h._. E: Nil, ~I-Iqqlo - 510 Eslulc Ill' NormiUl N. Eb('r I y . ncccusctl DEClmE (W I)IWHATE AND GllANT OF LETTERS \" 96, 'd' I' I ' , __.._________ 7.__. III CUIISI cnlllOll U t 11: pel1l1on on thc rcversc sidc hcrcof, sUlisfaclory pmor havillg hccn prcselllcd hcforc mc, IT IS DECREED lhatlhc instfllmcnt(s) dalcd__SJ:!..Qtq,I]!!:>.Q~, 1994 dcscrihcd thcrein bc admillcd Iu prohalc and filcd of rccord as Ihc \asl will or Norman N, Eberly und LCllcrs 'I'<>st "mpn taJ:.y. arc hcrcby grunlcd 10 James D. I30qar AND NOW __~LUNE2 7 MARY C. 'l'llELlLl r: ~ uQ ,II I M)7/ 'wwJ LEW IS I:rgi,r.r or Will, fJ'i::Jp:tLt James I), Bogar, Esquire 19475 ,\TTOKNEY ISUP. 0, I.D, No,) FEES Probulc, Lcllcrs, Ele, .""".. $ 3 75,00 Short CcrlificulCs(6 ) . , , , , , , , " $---J..8...!l0 Je~\1I~~liPn ,."."..",.", ~-2-~:-~~ jfOTAl._$ 424.00 Filcd ..~l!~~..2..',.,~ ?,~?"..,."...,., One West Main St., Shiremanstown, PA 17011 AIlDKESS (717) 737-8761 PHONE CALLED ATTORNEY FILED z,(;SuNE It;qlt 10: Hr ~'11l ' 'rhi'l' IIIH'IlI!) th.tt till 1111'11111.111111\ 11"11 )'"I\'III~ ,"JIl,!I', '''1'11 t 1"<111 III ""J'Illd 1l"lilH.I!llll ,It.llll ,I,d~ Illt.d ',\llh IlW ,I' l.or.11 Hq~"tr.H Tilt. 1111~:III,11 \ l"1l II Ii ,Ill' \\ III ht t, oJ \' 11.1,.j r" ll" ", lIt \ lId 1\., "' d., C Itllll 1111 1'1 r 1ll.l1l1 III 111111,1: ',1\ u,...,"'", .. 'lAlIA...."1 ....calN. i ~ J . , ,) J r ~J (-. oj fi B ~ 1 ItlllIoIUtw.l.., WARNING: Ills lIIognl to duplicato Ihls cOJIY by photoslnl or phologrnph, Ft'!, fOIIlIl' 11111111,111. ~!()O , {'~\1iiiii"p~;;-." /'l ~'\..., .._c"tf"" ~ii'_/ ~.. '{~.lx~\ ~r' . " - \?; ~ I.~ ~';"";' .'{; 'f091it.. ~\~.( ~U1~., J' ~ '~M.t..,..u Lvt ~ I.' (.i..i, 1",..1 I I"i:l~ll,ll J.;t"] -):..,....:- '1 r.' ') ~ f) {' 001. J'l, ,) I C I>?? i ),lll' No. '.' COMMONWEAltH Of PENNSYLVANIA' DEPARTMENT OF HEALlH' VITAL RECORDS CERTIFICATE OF DEATH ~. .....,..,...-.. '>O(~'U:UI*"Hl_fI 174 - 05 - o..alUlW...II........\l..-1 June 7. 1996 Mo\tIIIOf Plu.ut..I~.. Udo.. ,.... I Male M, ElJer.!1 uo.otflttl"'" ut<<...1I1Cl-"' ~-ro;;;' "i_'I__ f',,t,LIOflJl"'II~''''''''''. _......~.......,......... '1O!oI;\&l . ~...._ll ,~.II ....II""AU~;.....I 5he'fin1i~~\1an' Pennsylvania ::..,lJ 11.Io(:......"..._.......__ .........,\ Cumberland Carlisle Hh Ite _......oIol'QU5f ..-",..---- ....,.'..5Wl/t........, --"'- HtdoWed'"" .. . 1,.11 ""___..__.__._______"-" totUDl~l.'UW~'fl'AJOOl'I ---7i'=::~~..:....::,'1:.f-~- Editor , Journa 1 i sm iXCUltlw.....IlIQAOOhIur.... Or'_ _ ,c,r.,-,,101 700 Halnut Dot tom Road Carlisle, pa 17013 UICUll"lll ."UIl,I 111"1(""-' ..-............ .,........ U.!.!... ,'~ __, M" Cumberla.nd -.....' u.~I~..~'~", ~!!rH~l~_ wolI,,"!i ~."" r ."\-........ ....."". ~....- !' t.va l gnt ....UA/II.,.,.........."".IIUr.-..........~_,_'.,l..., 71 L nnwood Orive, Rochester. NY 14618 ""'I~llI!of'UioOl"'" .._...c_..,L-o-, ,OCAllUN ..uw.......... ..-'" ".1._ " '.,""fI'_"._""'...I.... , Charles Eberly ""QfWAHI.NN.Illl_....4 _ Or, .IDieoh II. Ebe ' utj,..&t(1W--~I(lft llAlIUOIY'......J/1 lU_("1 ~~!2...~.:'.:~~~_.~~:I~___1 J I'. 5oGHAl~Of'U1011ItA1 _,,,c..... 1996 Con-O-Ltte Crematory ~ Schaefferstown, pa 17088 ....., olHIl'WUS(Jf ....u..., Myet un-e-raT1tD 37 E. Main St.. Mec antcsbur . pa 17055 "urou..._.H [),(Jl~U ,. P'o-ll:'l.~:)1..\ L ~'~'~'7', /'If., "",..w: 1.""""Ulll""I_:iO.l,UIoIIIOIItK fI' Mil IIU..~N1....11 rO-n12662-L __"'....._.....10.........'......- ........,_...- ,,_....,- .u,({/..J All~ tJ,i/ ~>"'I.....,iIC~I"UUPl..1.>1u.". .... ...... u 11.' I'JP 11.. .. 7 .. 'I? I' ''''''11 ._11'II_.......00.______........-..";(. OO................k.."'.."'" _~..,.,......,........~,.,.... kP.....,_'..... ,...."-,_...._,,.... _....u...". !.' .; "I l / ::'::.~',';;:.~-, '--'... '",...,"2'.!.I!'!j.J (l / o/J t()( 1; l.) i '-*....,........_ 10. _ j)ll'ra.dtaflL.' dU4t'(. ._.........._. \ l.lLlO"......"..~'''''.....1 ._I_t,IItOIlllll1tQ c.",. ~.......,. ...... . - . .-- ...~_.. IJUlltJ.\I'.~.'IV....,,....'.I.', ,.....,.....,_tLlI1 . - ,.1 "'1"'AUItfl"~1Il1 .....,..,OIIIIOIUl..... _"'I..,..ltIlO C~I'''''IOf(''JW ,~. If"'- ,..-- I I Of"'.....' .......... II t",...'lII.~."""''''' I I ~II ~ II '-"" II ,.."",...............4 I I U..UOf.....JIl' ........,....-, 11._ .-.-.- :...........- prrl"i :jI'nllJ.~ , i ! loMllAl..II,"' (~f'D,-- DU':..._ ,..,.,- u...............-,--.............. ....,_.........--....._.......,.,,1' (l11;C;L .._..,~., rk_~~-'..,..... .... II I..~i -. - '"---. -- --- --- ------- '1Jl.AI'1UI1'..._....\._~ "' ._ Itto. _.. _ __~ "'...11"..."""".._........_""...,_. 1.......-.....'.. ~ .. * _"''1*JI.ffI.'III/ljf ~"1""t1 )0 "./YtJJ\/tf :L_ \~-' 1111__.,____,___ la"o\l_fI ,OIJ..j:.rv.......,~..,_1 II n. ,f)J/J (JI. 71~J S. .I'f.- Ill! '1..l<lfL- ........OOIIiIoOt...5Sor"'.~r-:(':1"IIJO'.. OIL"""'" ,.......f\I,....- H'II..II {, I\rrl,,;,(j /W} IJ "" '(tJIliJA,.//lJ1"., /11 au tdu!Ln O...II.IO...,,-.u.,-l ... ,... afl'""''.~''.'''''"''' 'UIII.'_"II1~ttt.,_"""..".."........ ...............,.,.......,..,.........,...... . '-.........., a--..............-_......wHl'I--........ ,..,.....,....'..' 'M\l)<);I-~.uooUIII.'_""'IQA"'f""'" ,....,............... ""...~.......-' ...', 1....~....~_..._........_..........,........_Io...._.I....-...- ....DtCAt.U_.MOAOtI.fI O'tM~............-...................._."'...,....-...................I,..- ..,..-"'....--,.....-....1..... _..II.................".... .' . .. II. . 1Il1_,~""'..ttIII~" .. .w.w.4Ju.<-i\'~.i&.4L...:L., ,,",,'.- l,ldIJd,!,) "J""", S,!11.L________- LAS'l' WILL AND TEST AM EN 'l' OF NORMAN M, EBERLY I, NORMAN M. EBERLY, of Camp Hill, Lower Allen Township, Cumberland County, Pennsyl- vania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I give and bequeath the following ~ specific bequests: (A) The sum of Ten Thousand and No/100 ($10,000,00) Dollars to the PINE STREET PRESBY- '"" TERIAN CHURCH of Harrisburg, Pennsylvania, to be placed in an endowment fund in memory of the late HARRY W, and MYRTLE LEAS KEENY. (B) The sum of One Thousand and No/100 ($1,000.00) Dollars to PISGAH UNITED BRETHREN (METHODIST) CHURCH, Shermansdale, Pennsyl- vania, to be used as a suitable memorial in memory of CHARLES and EVA LIGHT EBERLY. (C) The SlIlll of' Five 'rhollsand and No/IOO ($5,000.00) Dollal's to SI-IlPPENSI3UHG UNIVEHSl'ry, Shippensburg, Penm;ylvania, to be lIsed for the S'l'UDEN'r LOAN FUND, (D) 'rhe sum of rren Thousand and No/lOO ($10,000.00) Dollars to the HOLY SPIRl'r HOSPITAL, Camp Hill, Pennsylvania, to be used for general pur- poses as they deem appropriate. (E) The sum of Four Thousand and No/lOO ($4,000.00) Dollars to the CARLISLE HOSPITAL, Carlisle, Pennsylvania, in appreciation of their care for t John Arden Eberly. (F) 'l'he sum of Six Thousand and No/IOO ($6,000.00) Dollars to my grandson, EDWARD L. EVANS, V, of Plumsteadville, Pennsylvania, or if he should predecease me, to his issue per stirpes by rep- resentation, and, further, if no issue should survive him then I direct that same be considered a part of my residuary estate and disposed of in accordance with the other provisions of Clause SECOND. (G) The sum of Six Thousand and No/IOO ($6,000.00) Dollars to my granddaughter, REBECCA . 2 LEAS MANNING, of Springfield, Virginia, or should she predecease me, to her issue per stirpes by representation. (H) The sum of Six Thousand and No/IOO ($6,000,00) Dollars to my granddaughter, VIRGINIA WESTCOTT HARVEY, of Woodinville, Washington, or j should she predecease me, to her issue per stirpes by " l< representation. (1) The sum of Six Thousand and No/IOO , ($6,000.00) Dollars to my granddaughter, LYNN , ; ELIZABETH EBERLY, of Rochester, New York, or '""" should she predecease me, to her issue per stirpes by representation, and, further, if no issue should survive her then I direct that same be considered a part of my residuary estate and disposed of in accordance with the other provisions of Clause SECOND. SECOND: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to be equally divided in three parts, as follows: 3 , . (A) One-third (1/3) thereof to my son, JOSEPH H. EBERLY, provided that should he prede- cease me, I give and bequeath his share under this, my Last Will and Testament, unto his issue per stirpes by representation. (B) One-third (1/3) thereof to my daughter, MARY LEAS EVANS, provided that should she prede- cease me, I give and bequeath her share under this, my Last Will and Testament, unto her issue per stirpes by representation, (C) One-third (1/3) thereof to my daughter, SUSAN K. NELSON, provided that should she prede- cease me, I direct that her share under this, my Last Will and Testament, pass, in equal shares, to my son, ~ JOSEPH H. EBERLY and my daughter, MARY LEAS ~ EVANS. THIRD: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: .. 4 (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the pro- perty and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or manage- ment of real estate and to impose or extinguish 1 restrictions on real estate, (C) To compromise any claim or controversy ~ and to abandon any property which is of little or no value, ~ (D) To invest in all forms of property, includ- ing stocks, common trust funds and mortgage invest- ment funds, without restriction to investments author- ized for Pennsylvania fiduciaries, as are deemed proper, without regard to any principle of diversifi- 5 '. cation, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments, (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named beneficiaries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment pur- poses. (I) To select a mode of payment under any J qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in what- ever manner they consider advisable. 6 FOURTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the princi- pal of my residuary estate. FIFTH: I nominate and appoint JOSEPH H. EBERLY and JAMES D. BOGAR, Co-Executors of this, my Last Will and Testament. I direct that my i Co-Executors, and their successors, shall not be re- ~ quired to post security or a bond for the performance J2 of their duties in any jurisdiction. IN WrrNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this n%ay of S,*,1EM~ER , 1994. XJ~R~- ?:;:Fi-r~LY (SEAL) Signed, sealed, published and declared by the above-named Testator as and for his Last Will and 7 ~ c- o- . ~ IlJ - ct ~~ a. f 0 ~.,j- -r-J l1.. 'I t \~ >< ...:l t>: ~ l:Q ~ 13 III U III a: ii: a:- lI. _::I 0( 0::1 a Z a Ul 0( ~ Ullll ti ~ Cl: III .... >- .Ii~~~ I < III z Z ~ e" ~ n~ e"gUl~i o . u,. ~ 01 C ,. 0 d13~"~ Ul:Ea: 0( III .... C ::E :E,Z W < < !!: , :I: Ul - o " - r.. ' o ~ ~ t>: o Z . . . . . . . : . . ~ . : .. . ",: ,-'~ ;;.. I - ICJCll.1' .6/0 . ~ . " . . . ... . . . . . ..2/- /CjCJl" , 5/0 RENUNCIATION In ReEstateof Norman M. Eberly deceased, To the Register of Wills of Cumberland County, Pennsylvania. The undersigned Joseph H, Eberly, Co-Executor of the Last Will and Testament of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters Testamentary be issued to James D. Boqar, One West Main Street. Shiremanstown, PA. 1;011 WITNESS his handthisJS~ day of ~~ , 19--9..6.-. ~alurc) Joseph H, Eberl 71 Lynnwood Drive Rochester, NY 14618 (Add..,,) (Signature) \0 .,.- "! :'-:,( u ~1 '10. 0 ;) ) \D ,Add,,,,) N ,1 ;"1 ~, ~ r; C'.} !f- t: ~cc JJ a: _::l (Sign.llurt) UU (Addres.) , ' ~ Notice has now been given to all persons entitled thereto under Rule 5,6 (,a) excC!pt: Date: July 3, 1996 (/ a , Esquire 1 st Mai S reet Shiremanstow , PA 17011 (717) 737-8761 capacity: Personal Representative X counsel for Personal Representative nn :0 c ~ -0 ::J (I..' 3 (7, ,:'~ ~ '" :) " '- F I OJ " :;.;.) \D ~ . ~J \.. 9., )>;:..l. - I.fl , COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss: Jamcs D, [logar, - ~ b.lng duly _ _~E_r~_ _ .ccording 10 I.w, d.pos.s and ..y. Ih.I h. is Exccu tor __ .___ .._____ ,_n 01 Ih. E.I.t. 01 ___t-lQ['J!1il,n_M-,_ _Eb.cSlY ,----- .n ..'---- 1.1. 01 _n_, Carlislc -, Cumborl.nd Counly. P.,. d.c....d .nd Ih.t the 'th' I . I d b him Ih 'd Exccutor WI In I an I"von ory mil 0 y. ____....__ - --- I 0 sal _._-~----- 01 Ihe .nlir. .st.lo 01 ..id d.c.d.nl. consi.ling 01 .11 Ih. p.rson.1 prop.rly and r..1 .st.I., ..c.pl r..1 ..t.t. ouhide the Commonw..lth 01 P.nn.ylv.ni., .nd th.I Ih. figure. opposite e.ch it.m 01 Ih. Inv.ntory repr...nl It'. 1.lr v.lu. as 01 Ih. d.I. 01 d.c.denl'. d..th. Sworn /- !J /4.~' I, t..t.(,(,..fLn~ ~.... -.. E ",.t.r -x~ill~ James D, gar, Esquire One_W.es.t J.jj'\;in_S.t..~ ---. Shiremanstown, PA 17011 .nd sub.crlbed b.lor. me, Rb~"""J 9l-J..,j i, 19..'!."!___ ~o /311) -(ill, NOI.nal Seal ~",.:'~an E, Brother. Notary Public ~."anf:lown Eo'o C'-b€ I . Cor.' '..... r ;In('l CO!'I"" . .' I,IT"S:ilC:1 EttIe:: Feb. 12 1':'; "F€nr'.:,.....:a:, '..::''X'J'~-'r' 07 .. -" Add,,,, June 1996 Date 01 D.ath ,-- .-.--------.------.---.- - Month v.., D.y INSTRUCTIONS I. An Inv.ntory mu.I b. fiI.d within three monlh. .lter .ppoinlm.nl 01 p.rson.1 r.pre..nt.tive. 2. A .uppl.m.nt invenlory must b. liI.d wilhin Ihirly d.ys 01 di.covery 01 .ddition.1 ....h. 3. Addition.1 .h..h m.y bo .tt.ch.d .. 10 person.lty or re.lly 4. S.. Articlo IV, Fiducl.rie. Acl 011949, Ol ~ 'M ::l 1 , i I ..,; >- ~ I " ... w ~ 0 ~ '" ... ~ ... w < ~. " "- ... OlI , u 10 0 V'I -I " .. 0 0 .01 ~I c '" ,... w '" w ~ " I l- X "- w "- 0 c '" ... ..J U. ~ III ~ Z 0 0 '" U. ..J < , 0';; "- :%: W < w :!: 041 '" 0 '" ,;. '< ... > z cl ~, - c Z 0 rol c c ~ V'I Z rol U! 0 lJl 0 '" < e. u ... Ol Z w ~. e "- -0 0 c ro z ~ .., - -;: 0 " .SJ -0 -" " E - ~ 0 ~ ~ 0 ..J U i.i: '" Inventory 01 the 1001 and personal eslate of Nornmn M, gbcrly ,__~______ deceased I. Baltlmora Ga. and Electric Compony, 800 shares, common .tock, tuSIP OS916S 10 0, date of de.th y.lue por .h.r. 27.125 Harrl. S.ylngs Bank, 600 .h.re., common .tock, tuSIP 414S70 10 I, date of de.th value por share 16.75 Harrl. Sayings B.nk certlflc.t. Account No. Ol227621S4, date of death balanc. 'I2S,OOO.00, .ccrued Int.re.t '184.93 Harrl. S.ylng. Bank C.rtlflc.t. Account No. l0227621S1, date of de.th bal.nc. '12S,OOO.OO, accrued Interest '184.93 Ch... M.nhattan Bank Account No. 8200114679, dat. of death balanc. '11.15 21,700.00 10,OSO.00 2. 12S, 184.93 3. 4. I 12S. 184.93 I , I II. IS 14,248.28 5. Oauphln DeposIt Bank and Trust Compony Checking Account No. 0010605142, d.te of death balance '14,242.72. .ccrued Interest '5.S6. 52,651.90 6. 7. 8. 9. Nelle.ley Income Fund Account No. 09882294585 NIcholas Fund, Inc. Account No. 021.023.2302427940 62,052.64 palneNebber Account No. ML1142028 consisting of the following: Mobil Corp. common .tock, 28 .hare., date of death v.lue por shara 114.375; PEtO Energy Co. ccmnon atock, 800 shares, date of death value por share 24.375: \MX Technologies Inc. cannon atock, 200 shares, date of death value por .hare 34.125; RNA Money Market portfolio. date of death value '1S9,800.00. 3,202.S0 19,5OO.00 6,8ZS.00 159,800.00 2,800.00 10. Four (4) burial spaces at \lestmtnster cemetery, M()fIlIIlI!nt Section 110", lot 137, space. S, 6, 7 and 8, date of death yalue por space '700.00 per.onal property and furniture 150.00 107.61 6.60 36.10 II. 12. 13. 14. 15. Penn State . Pharmacy rebate Patriot News . Refund Pre.byterlan Homes' Refund 181.74 c~alth of PA _ St.te Employes' Retirement System """"Ity payment 15 f'? r-' C"~ , -' "~I (L TOTAL $603,693.38 ~ N lD 1..:.J 4J_ U Q,. ID(L a: r- P' <lj ~ UU U'{ ,~oo {It 17 "'&1 C>,~..."., fl',:" ,\"(\ -' CdMMCNW(AUIl Of 'H.N~Yl'o.r4l,l, CfllAUMHH Of lU....(NU( OfP1 2110001 HUA1UUJlG PA 1!128 ,It<J! --- -.--.- 15-JII-L/ INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) fOR OATIS Of DIATH AnER 12'31191 CHICK HIRI If A SPOUSAL POVERTY CRIDIT IS CLAIMID - ---....--....- . flU NUMBIR 2 I') tJ -Il ') III COUtUY CODE YEAR tIUMO[R CIClOINI'\ ',A"'t iL...~1 1'1~1 .u.O YiL;CI( fHl''!'ll OICIIH..f ..";...~lt II ,!,[lOllt:'~ - z w ,. w U w ,. Eberly, Norlllal1 :-1. 7110 ',J.llnut IlOl:l:olll I~odd '~C Al UCU.I"-;;UM,i~~_._-n - -- '6AI(~' Dl~ftl- CAll ,-:;1 &llIhl e,1 r 1 is ll~, PA 17013 : 174 -05 - 2 280 _._._ ____ :_()_6_/!)7J~!~_. 0 1/27/1!3.9.7 (""'!n~l!lIll),,!_~.'.'..'~d . i I .", ~U'ti \~I\'. .oe', \":~\l \ ',.'" ,.\' "\' "..'" CL.t ,..'., ~GCA( HC;Jlllf' 'jUMIt~ A'.H:J'_'jl 8(((11'10:"1 ( 'j~UU(l1(5t-j\T'-' w - lIl:~cn U",,, "'~U "'co,. U"'~ ~.. ~ '" , - "'- ~W ",,. ,.Z u~ 1. 2, 3, J, 5, C 6, ;:; '" ~ 7 => - 0: I 8, '" u 9, w '" : 10. 11. 12, i 13 : 1J, : 15. 16, : 17, '" co ;:; 18 '" - => 19 ~ I '" co , u >< 120, '" , - 121 , I X- I Original Refurn [~: J Remainder Return (Iar daltu of deolh priar 10 12,13.821 federal estale Toa Return Required .1, limifed Eslote 2 Supple menial Relurn G{]s Net Value Subject 10 Tall: (line 12 minus line 13) Spausol Transfe" (for dales 01 dealh after 6.JO.Q.s) See Instructions for Applicable Percenloge on Reverse (15) ._____ _ ___ Side. (Include values from Schedule K ar Schedule M.I Amaunt 01 line 1 J laaoble at 00'1 rale (Include values fram Schedule K ar Schedule M-l Amount af line I'" taaoble at 150-:;' rale (Include values 'ram Schedule I( or Schedule M.) Principal lall: due (Add la. frem lines 15. 16 and 17.) Credils Spousal Poverty C,edit Ptior Paymonts Discounl + 33 L) 4 5 . 00+ ,\' 67 6 . lJ_ -jL"1l falal Number af Safe Depasil Bo..s Ja Fufufe Inleresl Compromise tfor dales of death alter 12.12.821 X- 0 Decedenl Died fesrole 7 Decedent Mainlained a liVing T,uSl (Allacn coPy 01 Willi (AlIaeh copy 01 Trusl) ! ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: i 1'1..",,( ICC"'PL(T( ',lAltING AOOIIBS !James D. Bogar, Esquire . One W. ~ain St. i'fU'HON( p,jUMIt8 I Shi ::"err.ans to\.;n, Pi\ i {717' 717-R76L i Real eslale (Schedule A) Stacks and Bonds (Schedule BI Closely Held Slock/Parlnership Inlerest (Sckedule CI Maftgages and Noles Receivable (Schedule 01 Cosh, Bank Depasits & Miscellaneous Personal PrOOetly {Sch.d,l. EJ Jaintly Owned Praperly (Sckedule F) Trans'e" (Schedule G) ISc:,edule lJ Talal Gran Auels {tolallines 1.71 Funeral hpenses. AdminiSlralive COSli. Miscellaneous E;apenses (5ckedule HI Debts, Mortgage liabilities, liens (Schedule IJ Total Oeductians (Iolallines 9 & 101 Nel Value af Ellate (line 8 minus line ll) Choritobl.t and Governmental Bequesls (Schedule J) 17011 (II -------,, ____, _ _ _n_____ (21 _____?j-'-?5_~. 00 __. 13 J ______,_.____ {JI____ {51 ,_57JL943 .]8-. {6 , ( 7' 603,693.38 {91 13,952.51 { 8 J (101 \,037.98 {II} {l21 {lJI (lJ) 14,990.49 588,702.89 30,000,00 558,702.89 x = (I 61 _.-?5Jl., 20) .Jl,9._ ____x ,00 =_-1]--2.2 2 . 1 7 (I 71 15 = ------- --~~----_._-----)( {l81 33,522.17 .------------ Inleres' {I 91 35,021.11 {201 ___L"t9_8_...24 If line 19 is greater than line 18. enter Ihe difference on line 20. Ii![] Thi. i. Th. OVERPAYMENT, Check haro if YOlA are requestinG a refund of your overpayment'. If line 19 is greater Ihan line 19. enler !he difference on line 21 This is Ihe TAX DUE. A. Enter Ihe inleres. on !he balance due on line 21A. B Enler the lotal alline 21 and 21A on line 21B, This is the BALANCE DUE. Mak. Check Payable to: Register of Will,. Agent {21} (21AI (2181 ~ > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH 00( 00( \Jnder penalties 01 perjury. I declare Ihall have e.amined this relurn. including accompanying "t\edules and stalemenls. and 10 Ihe bosl of my knowledge and belief. ,I is Irue, correct and camplete. I declare that all 'eal ellale has been reparlee at !rue market value. Declaration of preparer olher than Ihe personal fepresenlOlivlt is based on 011 infarmatian of which pfeparer hat any knowledge. S'ONATU/Ri' Pfll~CN .'1"'1h~IUf '011 flll'41j IfluIH.. AOOllEH - DAtf J (I) One ,oj. :-1 a in St. ,_ :.t1,....(~' WI..- ,___. Shi.r-'~lDi.1J1sto"nL Pi\.J1.!UJ______,____ 1\1~1\]_ V;'NATUll( "I'fPU(lt OTtlf~ T AN It'II!U...UTIV! ACC8tn Ja~es D. Boga~, Esqulre OAIt ." ,4', I SCHEDULE E I CASH, BANK DEPOSITS AND J-. P~~J~~EktAp~~~~~TY Plomo ~ri~_I_ ~r!yPC! FilE NUMBER "~~\~,, .:'''~:(I~ (C'.I/.lQNW(AlTH Of p(l'-m~nIjANI" INHUIfANCI fAX IIUURN USIDINf DICIDINI L-'-;;iE OF Norman M. Eberly 2196-0510 IAllll'~.'t_~_lolntly.own.d wllh lh. Right of Survlvonhlp mull b. dl.c1o..d on Slh.dul. FI ~ ----~"---- ---_.~..".__...- --~--~ -- VALUE AT DATE OF DEATH ITEM i NuMBER I DESCRIPTION 1. Harris savings Bank Certificate Account No. 0122762154, date of death balance $125,000,00, accrued interest $184.93 125,184.93 2. Harris Savings Bank certificate Account No, 1022762151, date of death balance $125,000,00, accrued interest $184.93 125,184,93 3. Chase Manhattan Bank Account No, 8200114679, date of death balance $11,15 11.15 4. Dauphin Deposit Bank and Trust company Checking Account No, 0010605142, date of death balance $14,242.72, accrued interest $5,56. ~: The date of death balance shown on the attached letter from Dauphin Deposit Bank is $44,242,72. Three checks, each in the amount of $10,000.00, were issued from this account as is indicated by the monthly bank statement issued by Dauphin Deposit Bank dated June 25, 1996, a copy of which is attached hereto and incorporated herein, These checks were not deducted from the account balance until after the decedent's date of death. Therefore, it is respectfully suggested that the principal date of death balance of this account be reduced by $30,000.00, resulting in a date of death balance of $14,242.72. Wellesley Income Fund Account No. 09882294585 14,248.28 5. 52,651. 90 6. Nicholas Fund, Inc. Account No. 021-023- 2302427940 62,052,64 7, paineWebber Account No. ML1142028 consisting of the following: Mobil corp. common stock, 28 shares, date of death value per share 114,375; PECO Energy Co. common stock, 800 shares, date of death value per share 24,375; WMX Technologies Inc. common stock, 200 shares, date of death value per share 34.125; RMA Money Market portfolio, date of death value $159,800.00, 3,202.50 19,500.00 6,825,00 159,800.00 TOTAL (AI.o enler on line 5, RecaJ'.ilulali~nL,? CONTINUED (Allach addilionol 81/," )( 11" ,hee" if mOfe Ipan;1 needed,J Tho (halo Manhallan n,mk, fj,A, One Ch.ne Sq~jJrl) Rocho~I.', No'" YOf~, 14(,.13 111\1 \1111 CHASE JAMES D, BOGAR ONE WEST MAIN STREET SHIREMANSTOWN, PA RE: ESTATE OF NORMAN M. EBERLY 17011 DEAR MR. BOGAR: IN RESPONSE TO YOUR LETTER DATED 7-25-96, I HAVE REVIEWD THE ESTATE OF NORMAN M, EBERLY AND THERE WAS, A MISTAKE ON MY PART, WHICH I LIKE TO APOLIGIZE. I WAS GIVING YOU INFORMATION ON THE SAVINGS ACCOUNT THAT WAS DATED JULY OF 1995 AND I DID NOT REALIZE UNTIL I WENT BACK TO MY RECORDS, THE BALANCE IN THE SAVINGS ACCOUNT AT THE TIME OF MR, EBERLY DEATH ON JUNE 7TH 1996 WAS $11.15. ACCOUNT NUMBER (8200114679) OR THE SAME AS 0005529128. IF I CAN ASSIST YOU FURTHER IN THIS MATTER PLEASE GIVE ME A CALL AT (716) 258-6013, (--~._~ VERY TRULY YOURS, '<~_L~'-- C'V->- C.CC0 ROSE ANN COCO ~ Dauphin Deposit Ba..!.1~ DATE PAGE NORMAN M EBERLY CIO J H EBERLY 71 LYNNWOOD DR ROCHESTER NY 14618 6 B i ! I i I I I'~N H EBERLY I/O J H EBERLY ~=VIOUS BALANCE 05-2+-96 9 DEPOSITS AND CREDITS 7 CHECKS AND DEBITS ::RUNT BALANCE "ATEHENT END DATE NO NEED TO REHEHBER YOUR HAG ICARD NUHBER AT THE GAS PUHP, PRESS VISA Ana LET US O~ THE REH~HRF.prNG FOR YOU SUMMARY FOR ACCOUNT 1ll-60514-2 PRIHE OF LIFE 5,171,++ 39,+19,76 30,251. 59 1+,339.61 06-25-96 SOC SEC NUHBER INTEREST RATE AS OF 06-25-96 1996 INTEREST PAID YTD ANNUAL PERCENTAGE YIELD EARNED C H E C K S CHECK # DATE AHOUNT CHECK # DATE 172 05-29 210.91! 17+ 06-03 173 06-05 15,00 177* 06-17 DENOTES GAP IN CHECK SEQUENC NUHBERS -OTAL NUHBER OF CHECKS 6 P 0 S TED AHOUNT 19,18 10,000,00 CHECK # DATE 178 06-18 179 06-10 05-31 0;-03 05-07 00-07 00-25 HISCELL AHOUNT 955.+8 + 955. +8 + 778.88 + A N E 0 U S 0 E BIT S DESCRIPTION HARRIS SAVINGS B DIVIDENDS HARRIS SAVINGS B DIVIDENDS PA TRFASURY nF.PT AIllll/rToIIJ, AND TOTAL CHECKS PAID C REO ITS 755.00 + US TREASURY 303 SOC SEC 30,000,00 + HONEY TRFIFED 5.50 - HONEY TRF FEE 15.83 + INTEREST PAYHENT o E P 0 S ITS P 0 S TED ~ 2212 10 (,0 'l..l,c..;> CY 18 06 17+-05-2280 1.0007. +3.90 1,0017. AHOUNT 10,000,00 10,000.00 30,2+5.09 AHOUNT DATE AHOUNT DATE AHOUNT 2,568.03 05-07 3,200.00 05-10 81. 06 o A I L Y B A L A N C E S U H H A R Y BALANCE DATE BALANCE DATE BALANCE +,960.53 06-;)5 8,381.19 05-17 2+,323.78 5,871.+9 06-07 ++ ,2+2.72 05-18 1+,323.78 7,650 .37 05-10 3+,323.78 05-25 1+,339,61 8,395.19 DATE 05-07 DATE 05-29 05-30 05-31 05-03 In cue 01 errors or question. concerning Electronic Tran.tara or your A TM c:uo, plene COlli 717.255.2019 or '.800.255.2079, For heanng imClaired IeMCe c:slll.800.62t.2068 Firstm TruUl Company .. , ...., FI RSTI\.R ~- July I~. 1996 James D Bogar One West Main St Shiremanstown. PA 17011 Dear Mr, Bogar: Nicholas Fund, Inc, 021-023-2302427940 F AO Norman 1\1 Eberly This letter is in regard to your inquiry concerning the death of the owner of the above account. In order to re-register or liquidate the above account, we will require a letter of instruction signed by the Personal Representative of the Estate, The ~ignature must be guaranteed by a bank or broker, We will also need Letters of Testamentary appointing the Personal Representative. dated by the court no earlier than 60 days from the request to transfer and a certitied copy uf the death certiticate, If the account is 10 be re-registered. we will need the social security number of the new owner indicated on a W-l) form, As of June 7, 1996 the share balance was 982,001. The price per share that day was $63,\9, therefore, the account valuation was S6~,05~.64, Should you have any questions. please contact our Shareholder Services Department at 1-800-544-6547, Thank you, Sincerely, J;l~El JaPt.'C I \ Betty v{kich Correspondence Department Investor Services MI.""' '.,,,' I(\l.ISI1I1_I1.II, ,,~~ll\ _.~..,.. COMMONWEALTH Of "NN~nVANIA INHfRltANC~ TAX ItUUItN RESIDENT DEC[DENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Type FILE NUMBER ESTATE OF Norman M. Eberly 2196-0510 DESCRIPTION AMOUNT ITEM NUMBER A. Funeral Expenses: 1. B. 1. 2. 3, 4, C. 1. 2. 3. 4. 5. 6. 7, 8. Myers Funeral Home - Funeral expense 3,155,00 Administrative Casts: None claimed or paid Personal Representative Commissian~ Social Security Number of Personal Representative: Year Commissions paid Allarney Fee, - James D. Bogar, Esqu ire as per agreement 8,750.00 Family Exemption Claimant None claimed Relationship Address of Claimant at decedent's death Street Addre.. City State Zip Code Probate Fees & Short Certificates - Cumberland County Register of Wills 445.00 Miscellaneous Expenses: Cumberland Law Journal - Legal advertising 60.00 Patriot News - Legal advertising 67.30 UPS - Courier fee 40.00 46,00 18.34 444.30 76.57 Mellon Bank - Check printing charges U.S. Postal Service - Registered/certified mail fees Merrill Lynch - Stock sale/transfer charges paineWebber - Stock sale charges 850.00 RESERVES: Costs to conclude administration of Estate~ including filing of PA Inheritance Tax Return and Inventory, filing fee for First & Final Account and returns and payment ~f pos.s..ib1l'!.1 tax ~i,n"91 Ri n~mIP. t)" -S 13--9--5--2--.--1 --- lUTA~ lA sa enter en me , ecapltu ahon I . . :> (If mare space Is needed, insert additional sheets of same SilO.) LAS'r WILL AND TES'rAMEN'l' OF NORMAN M, EBERLY I, NORMAN M. EBERLY, of Camp Hill, Lower Allen Township, Cumberland County, Pennsyl- vania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other ~'Wills and Codicils heretofore made by me. \ ~ FIRST: I give and bequeath the following '-\. ~ specific bequests: ~ (A) The sum of Ten Thousand and No/100 t ($10,000.00) Dollars to the PINE STREET PRESBY- ~ TERIAN CHURCH of Harrisburg, Pennsylvania, to be placed in an endowment fund in memory of the late HARRY W, and MYRTLE LEAS KEENY. (B) The sum of One Thousand and No/100 ($1,000.00) Dollars to PISGAH UNITED BRETHREN (METHODIST) CHURCH, Shermansdale, Pennsyl- vania, to be used as a suitable memorial in memory of CHARLES and EVA LIGHT EBERLY. (C) The sum of Five Thousand and No/I00 ($5,000.00) Dollars to SHIPPENSBURG UNIVEHSrry, Shippensburg, Pennsylvania, to be used for the STUDENT LOAN FUND. (D) rrhe sum of Ten Thousand and No/lOO ($10,000.00) Dollars to the HOLY SPIRIT HOSPITAL, Camp Hill, Pennsylvania, to be used for general pur- ~ ..poses as they deem appropriate. ~j (E) The sum of Four Thousand and No/lOO ~I ($4,000.00) Dollars to the CARLISLE HOSPITAL, ~ Carlisle, Pennsylvania, in appreciation of their care for , ~ John Arden Eberly. ~ (F) The sum of Six Thousand and No/lOa ....~. ($6,000.00) Dollars to my grandson, EDWARD L. EVANS, V, of Plumsteadville, Pennsylvania, or if he should predecease me, to his issue per stirpes by rep- resentation, and, further, if no issue should survive him then I direct that same be considered a part of my residuary estate and disposed of in accordance with the other provisions of Clause SECOND. (G) The sum of Six Thousand and No/IOO ($6,000.00) Dollars to my granddaughter, REBECCA 2 LEAS MANNING, of'Springfield, Virginia, Ol' should she predecease mc, to her issue pel' stirpes by representation. (H) The sum of Six '!'housand and No/lOa ($6,000.00) Dollars to my granddaughter, VIRGINIA WESTCOTT HARVEY, of Woodinville, Washington, or should she predecease me, to her issue per stirpes by representation. (I) The sum of Six Thousand and No/lOa ($6,000.00) Dollars to my granddaughter, LYNN I ELIZABETH EBERLY, of Rochester, New York, or ~ should she predecease me, to her issue per stirpes by representation, and, further, if no issue should survive her then I direct that same be considered a part of my residuary estate and disposed of in accordance with the other provisions of Clause SECOND. SECOND: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, to be equally divided in three parts, as follows: , J (A) One-third (1/3) thereuf tu my sun, JOSEPH H. EBERLY, provided that should he prede- cease me, I give and bequeath his share under this, my Last Will and Testament, unto his issue per stirpes by representation. (B) One-third (1/3) thereof to my daughter, MARY LEAS EVANS, provided that should she prede- cease me, I give and bequeath her share under this, my Last Will and Testament, unto her issue per oJ: ) stirpes by representation. (C) One-third (1/3) thereof to my daughter, SUSAN K. NELSON, provided that should she prede- cease me, I direct that her share under this, my Last ~ Will and Testament, pass, in equal shares, to my son, ") ,.~ JOSEPH H. EBERLY and my daughter, MARY LEAS I.o\J ~ EVANS. .- .: " THIRD: In addition to all powers granted to ~ them by law and by other provisions of this Will, I ~ give the fiduciaries acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: 4 (A) To sell al public 01' privale sale, 01' lo lease, for any period of lime, any real 01' personal properly and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the pro- perty and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or manage- ment of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy ~ and to abandon any property which is of little or no ~ value. ~ (D) To invest in all forms of property, includ- ing stocks, common trust funds and mortgage invest- ment funds, without restriction to investments author- ized for Pennsylvania fiduciaries, as are deemed proper, without regard to any principle of diversifi- 5 cation, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named beneficiaries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust ~ administration expenses, to protect or improve any "i ~~ property held under my will, and for investment pur- l.( ~ poses. (1) To select a mode of payment under any J qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in what- ever manner they consider advisable. , ~ 6 li'OUHTH: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the princi- pal of my residuary estate. FIFTH: I nominate and appoint JOSEPH H. EBERLY and JAMES D. BOGAR, Co-Executors of this, my Last Will and Testament. I direct that my ~ Co-Executors, and their successors, shall not be re- ~ quired to post security or a bond for the performance '" .~ of their duties in any jurisdiction. J IN WITNESS WHEREOF, I have hereunto .;: ) set my hand and seal to this, my Last Will and Testament, this 17%ay of Sl:P1&1ISER , 1994. x ) U.JHyu, C I ),), [,/u.~-,....CJ/ NORMAN- M. EBERLY (SEAL) Signed, sealed, published and declared by the above-named Testator as and for his Last Will and 7 .... ,u /, /// ./: , I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 1* (~ BUREAU 0 INDIVIDUAL TAXES INtl[RlUHCl lAM DIVISION OlP1. :10601 'tARRISBURC, PA IIl1ft-QbOl NOIlCE Of INltERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSMENT Of TAX II,adO'" III.tll JAMES D BOGAR ESQ 1 W MAIN ST SHIREMANSTOWN PA t7011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-05-97 EBERL Y 06-07-96 21 96-05tO CUMBERLAND 101 NORMAN M l=-__"===-A~~~~,R..llt.~ 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 .... ifEY: i54T EiCAFP-nji-:9:rj-NoYicE--OF-YtiHEiiif;itiCE-YAX- iiPPRiiisEHENT-,--m.-ciwANcE-oR'----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX NORMAN M FILE NO. 21 96-0510 ACN 101 ESTATE OF EBERLY DATE ATTACHED 05'05-97 TAX RETURN WAS: ) ACCEPTED AS FILED I X) CHANGED SEE NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: DRIGINAL RETURN 1. R..I Est.t. (Schedule AJ U) 2. Stocks and Bonds ISchaduh OJ C2J 3. Closely Hald stock/Partnership Int.rest ISchedula C) (3) 4. Hortg.ges/Hot.. Racelvabla (Schedule 0) (4) S. Cash/Bank Deposits/Hisc. Parsonal Property (Schedule E) (S) 6. Jointly Owned Property (Schadula f) (6) 7. Transfars (Schedula G) (7) 8. Total Assats HOTE: To insure proper credit to your account, sub.it the upper portion of thIs for. with your tax pay..ent. ,00 31.750,00 ,00 ,00 571.943,38 ,00 21.000,00 IBI 624,693,38 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. funeral Expenses/Ada. COlts/Misc. Expense. (Schedule H) (9) 10. Debts/Hortgage Liabilities/Lienl (Schedule I) (10) 11. Total Deductions 12. Het Value of Tax Raturn 13. Charitabla/Governaantal Bequasts ISchedule J) 14. Het Value of Estate Subject to Tax 13,952,51 1,037,98 IllI (12) IISl 1141 14.990 49 609,702,89 30,000,00 579,702.89 If an assBssment was issued previously, linBs 14, 15 and/or 16, 17 and 18 will reflect figurBs that include the total of ALL rBturns assessed to date. ASSESSMENT OF TAX: 15. Aaaunt of Line 14 at Spoulal rat. 16. Anount of Line 14 taxable at lin.al/Class A rate 17. Anount of Line 14 taxable at Collateral/Clals B rate 18. PrIncipal Tax Due TAX CREDITS: PAYMENT DATE 09-06-96 NOTE: lIS) IIbl 1171 ,00 X .00, 579,702.89 X .06, .00 X .15, lIB) .00 34,782.18 ,00 34,782,18 RECEIPT NUMBER AA146702 DISCOUNT I + I INTEREST/PEN PAID I-I 1,739.11 33,345,00 AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 35,084,11 301.93CR ,00 301,93CR . IF PAID AFTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE A REfUND. SEE REVERSE SIDE OF THIS fORM fOR INSTRUCTIONS,) Ii r" / RESERVATIONr Eltet.. of decedent. dying on or before Olelab.t 12, 1982 -- l' any future Int.r..t In the I.let. I' tran.f.rred In po.....lon or .nJoy..nt to Cl.., a leall,t.rel) banal.cler.I' 0' thl dle.dent .ft.r the IMplretlon of any ..l.t. for 11'. Dr for y..r., thl Co..onN..lth hlreby Ixpr...lv r...rv.. thl right to appr.I.. and ...... tren,f.r Inheritance Ta.I' .t the lawful Cl... a IcoUat.r,lJ rat. on eny such future Int.r..t. PURPOSE OF NOnCE I PAYMENT, REFUHD (tRh OBJECTIONS I ADHIN ISTAAJIVE (ORRECTIDHSI DISCOUNT I PENAL TV I INTEREST I To fulfIll the requlr...nt. of Slctlon 2140 of the Inheritance and E.t,t, fiX Act, Act 2. of 1995. 172 P.5. Section 914D), D,tach thl top portion 0' thh Notice and 'Wilt with your ply..nt to thl Rlal.t,r of Wills printed on thl r.v.r.. side. "'"ak. chick or aon.y order puabl. tal REGISTER OF HILLS, AGENT A r.fund of . tax credit, which wa. not raqua.tad on tha T.x A.turn, .ay b. requa.tad by co.pl.tlng an RAppllcatlon for Rafund of Pann.ylvlnl. Inherltanc. and Elt.t. TaxR (REY.!]!S). Appllcatlonl ara .vallabl. at the O'flc. 0' the R.gI.t.r of Willi, any of the 2S R.v.nu. DI.trlct Dfflc.l, or by c.lllng the Ip.clal 2..hour ~Iwarlng larvlc. nuab.r. for for.. ordarlngl In penn.ylvenla l.eOO.S62.2050, out.ld. P.nnlylvanla and within local Harrl.burg ar.a (111) lal.aO", TDD' (717) 172.2252 (Ha.rlng 1~.lr.d Only). Any party In Int.r..t not I.tllfl.d with the .ppr.I....nt, allowanc. or dll.llowanc. of d.ductlon., or ..I.....nt of t.x (Including dl.count or Int.r..t) a. .hown on thl. Notlc. .ult obJ.ct within .Ixty (60) daYI 0' r.c.lpt 0' thl. HoUc. by: ....r1tten prot..t to tha PA Dapart..nt 0' R.va~, Board 0' Appaals, Dapt. 281021, Harrhburg, PA 17128.1021, OR ...Iactlon to h.va tha .att.r datar.lned at audit 0' the account 0' the p.r.on.1 r.pr..ant.tlva, OR "-....al to the Orphan.' Court. Factual .rror. dl.covar.d on thl. ........nt .hould b. addr...ed In writing tal PA Dap.rt-.nt of R.venue, Bur.au 0' Individual T...a, ATTNI po.t A.......nt R.vl... unit, Dapt. 2a0601, Harrl.burg, PA 1712a.0601 Phone (71i) 7a7.6505. Sa. paga 5 0' tha bookl.t Rln.tructlona 'or Inherltanc. T.x R.turn 'or. A.lldant DectdantR (REY.lSOI) 'or an a.planatlon of ad.lnl.tratlv.ly corr.ctabl. arrorl. I' ~y tax dua I. paid ..I thin thr.. (S) calandar eonth. a'tar the d.c.dent.. d..th, . flv. p.rcant (5%) dllcount 0' the tax paid II allow.d. The 15X tax aan..ty non.partlclp.tlon pen.lty I. coaputad on the total of the tax and Int.r..t ......ad, and not paid b.for. January la, 1'96, the 'Ir.t day a,t.r the end 0' the tax aana.ty p.rlod. Thl. non.p.rtlclpatlon penalty I. app..labl. In the .... .ann.r and In the tho .... tl.. p.rlod al you would app.al the tax and Int.r..t that hal b..n .......d a. Indlc.t.d on thl. notlc., Int.r..t la charged b.glnnlng with 'Ir.t day of d.llnquency, or nln. (9) .onth. and ana (1) day 'ro. the data 0' d..th, to the data of p.y.ant. T..a. which b.c... dallnqu.nt ba'ora January 1, 19a2 b.ar Int.ra.t at the rat. of .Ix (6X) p.rcent p.r .nnua calculat.d at a dally rata of .OQOI6~, All ta... which b.c... dallnquent on and .,t.r JBnU.ry 1, 19a2 will b..r Int.r..t at a rat. which will v.ry fro. cal.nd.r Yllr to callndlr y..r with th.t r.t. announc.d by the PA Dlpart..nt of R.vlnu.. Th. appllcabl. Int.r..t r.t.. for 19a2 through 1997 ar., ~ Int.r..t Aat. Dally Intlr..t Factor !!!! Intlr..t Rat. Dally Inter..t Factor 1982 20iC .0005".a 1981 OX .0002"'7 1985 lOX .00008 19aa.I991 llX ,000101 19" \IX .000501 1992 9X .000241 19a5 ISX .0003S6 199)"199". 7X ,000192 19a6 lOX ,0002" 1995.1997 9X ,000241 ..Intar..t It calcul.tltd .. 'ollow" INTEREST ~ BALANCE OF TAX UNPAID X NUNDER DF DAYS DELINQUENT X DAILY INTEREST FACTOR "Any Notlc. ".ued aft.r the t.. baca... d.lInquent will r.flect an Int.r..t ulculatlon to flfteM 115) d.y. b.yond the d.t. of the .......ent. If p.y..nt I. .ade aft.r the Intar..t coeput.tlon d.t. .hown on the Notlc., addltlon.l Int.r..t au.t ba calculat.d. I'V.WOII""1 ~ "-... ,..' 11,'01';"4\ .4'~t,!th COMMONWEALTH OF 'ENN~YlVANIA OEF..R1MENl OF REVENUE IURlAU 0' INDIVIDUAL TAXU DEPl,280601 HARRI~8URO,'A 17128,01>01 OECEOEN1'~ NAME /2..1,,)/"1"'--' ~, /1), INHERITANCE TAX . EXPLANATION OF CHANGES FILE NUMBER ( /, ,. / ''7-...,.,.---- ----------.- A~! / ?iO 0/ c/,/t1 SCHEDULE ITEM NO. EXPLANATION OF CHANGES '. ../' \)..,;, ....'-/' ',~/ ..::/ }//""'-, ,cJ -' ,- .-,...-(-~ ,/~ -" /.'>.-/-.,.' ,~ " ~_'': ~/ .:..L~ -__ ____ ~, ,... ,-/......"'0-/, ',' ~ / , - ,," ;/f. . ~_. ,/_-'10-',"'" -- <......' <_.....~ / ",/-" , "..- / '--: . ".,r",: ,>~':' ,..,: l_.~ r ._..' ~l,_ .'.' )--"-,....... _ I-"~ '......4- ./ . j".,.:-,...<.. '.'/ ",',,; \~-'l'. I_f'''''' --./ '/.~ ,'f' _./... 4:~-~ ..~.~~:..J .:-0.-':_ .y. I,' . /- .-..- .<,:",J: ,...:t. TAX EXAMINER: Jj~___._,,_,,__.\LL...;- / PAGE COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN "f I' ;" 1 /,1, I BUREAU OF IHDIVIDUAL TAXES UItERIUH(t tal DIVISION O(P'. liD'" HARRIS.URal PA 111:a.ObGl JAMES D BOGAR 1 W MAIN ST SHIREMANSTOWN ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-05-91 EBERLY 06-07-96 21 96-0510 CUMBERLAND 201 AMount R.Mitt.d c ,---- *' 1(,..11"'"111.''' NORMAN M PA 17011 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 11013 HOTEl To Inlur. prop.r cr.dlt to your .ccount. lubnlt th. upp.r portion of this forn with your t.. p.yn.nt, CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ R-EV:4S:S-EX--AFP--COi:-97j-----.-.-Niiiicif-OF--OETifRHiiiATiiiN-Aiio-AlisES5iHENif---------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF EBERLV NORMAN M FILE NO,21 96-0510 ACN 201 ESTATE TAX DETERMINATION 1. Credit Far State Daath Taxes as Verified 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 3. Inheritance Tax Assessed by Other States or Territorias of the United States (Excluding Discount and/or Interest) 4. Total Inheritance Tax Assessed 5. Pennsylvania Estate Tax Due TAX CREDITS: PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) 33,043.01 ,00 AMOUNT PAID DATE 05-05-91 ,00 33,043.01 ,00 TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 _IF PAID AFTER THIS DATE. SEE REVERSE SIDE IIF TDTAL DUE IS LESS THAH .1. HD PAYNEHT IS REQUIRED FOR CALCULATIOH OF ADDITIOHAL IHTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU NAY BE DUE A REFUHD. SEE REVERSE SIDE OF THIS FORN FOR IHSTRUCTIOHS.I PURpOSE OF NOTICE I PAvttEHTI REfUND (CR) 1 aBJECTIONS: AD"IH- ISTRATIVE CORRECTIONSl PENAl TY: INTEREST: ...., To fulfill the requlre.ant. of S.ctlon l14~ Cb) of the Inh.rltance and [.t.t. Tax Act, Act 21 of 1995. e72 P.S. S.ctlon 9145). D.tach the top portion of thl. Notice and sub.lt with your paye.nt to the Regl.ter of Will. printed on the rever.. .Ide. __ l1ak. check or 10nlY order P8Yable tal REGISTER OF' MILLS, AGENT. .. refund of . taM cr.dlt .ay be r.que.tld by coapl.tlng en -Application for Refund 0' Penn,Ylv~l. Inherltanc. and E.tata Tax- (REY-I1I1). Application. ara available at the a,'lc. of the Rlgl.ter 0' Will., any of the 21 Revenu. DI.trlct OffiCI' or 'roe tha Depert..nt'. 2~-hour an,werlng ..rvlce nueb.r. 'or 'ora. orderlngl In Plnn.ylvanla 1-800-362-2050, outside Plnn.ylvanla and within local Harrl.burg ar.. (111) 181-809~, TOOl (711) 772-2252 (He.rlng IIp.lred Only). Any party In Inter..t not s.tlsfled with the ........nt 0' tu .s .hown on thh notlca ..y obJ.ct within .Ixty (60) d.ys 0' r.c.lpt 0' this Hotlca by: --wrlttan prot..t to tha PA Dep.rt.ent 0' Revlnue, loard of App.als, Dept. 281021, H.rrl.bUrg, Pi 11128-1021, OR --.llctlng to have the .att.r dat.r.ln.d at audit of tha per.onal rapra,entatlve, OR --appeal to the Orphan,' Court. Factual .rror. dlscov.red on this a.,e....nt .hould b. addr...ad In writing tOI PA Depart..nt 0' RIV'nue, Bureau of Individual Taxa., ATTHI Pa.t A"",..nt R.vlaw Unit. napt. 280601, Harrl.burg, PA 17128-0601, Phon. (717) 787-6505. Se. page 5 of the bookl.t -In.tructlons 'or Inh.rltance Ta. Return for a R..ldent Oac.dent- (REV-IS01) for an .xplanatlon of ad.lnlstratlv.ly correctable .rror.. Th. 15% t.M .~elty nan-partlclp.tlon panalty I. co.puted on tha total of the taM and Inter..t ......ad, and not paid bafar. January 18, 1996, the 'Ir.t day aftlr the and of tha t.x aane,ty parlod. Thl. non-participation Plnalty I. app..lable In the sa.a .anner Dnd In the the sa.. tl.. periOd a. you would .ppeal the tax and Int.re.t th.t ha. b.an ......ad a. Indica tad on thl. notlc.. For dat.. of d.ath on or .,tar 10-1-91, penn.ylvanla E.t.te Ta. b..ad on the F.d.ral E.tata Tax t.turn beco... d.llnquent at the axplratlon of nln. (09) .anth. 'roa the data 0' d.ath. For dat.. 0' daath prior to 10-]-91, P.nn.ylvanla Estat. Tax ba..d on the Feder.l E.tat. Ta. r.turn beco... d.llnqu.nt .t the .xplratlon 0' .Ight..n (18) .onth. 'to. the d.te 0' death. TaXI' which b.ca.. dallnquent ba'ore January 1, 1982 be.r Int.r..t .t the r.t. of .Ix (6X) p.rcent p.r ~ calculated at . d.lly rat. of .00016~. All t,M., which beca.. delinquent on or ,'t.r Janu.ry I, 1982 will baar Inter..t at a r.t. which will vary 'roe calandar y.ar to c.llnd.r y.at with that r.t. announced by the Pi D.part..nt 0' R.venu.. Th. .ppllcable int.ra.t ratls 'or 1982 through 1991 .r.: VI.r Inter..t Rata Dally Inter..t FDctor Vear Int.r..t Rate U.lly Inter..t FlltCtor l.a2 20X .000548 1981 9X .ODD241 llJ8S 16% .00008 19118-1991 11X .000301 1984 IU .000301 1992 9X .000ZOU 1985 I" .000356 I"l-l"~ 7X .001l1n 1986 lOX .00021~ 1995-1991 9X .000Z41 --Int.r..t 11 c.lculated .. followll INTEREST = BALANCE OF TAX UNPAID X NUNBER DF DAYS DELINQUENT X DAILY INTEREST FACTDR --any Notlc. I..ued .,t.r the t.. b.co... delinquent will reflact an Intlr..t c.lculatlon to ,I,t.en (15) d.y. b.yond the d.t. of the .......ent. If p.y.lnt It ..de .,ter the Inter..t CDIIPUtetlon data .hown on the Notlca, .ddltlon.1 Inter..t au.t b. calculat.d. , /'1- /1/. i/ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT (, * BUREAU OF INDIVIDUAL TAXES U..RITAHC[ lAIC DIVISION Dl:PT. 110601 HAARls.URa. Pi 11111'0601 1I1...tll.....II.'" JAMES 0 BOGAR ESQ 1 W MAIN ST SHIREMANSTOWN PA 17011 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-0(,-97 EBERLY 06-07-96 21 96-05tO CUMBERLAND 101 NORMAN 1- AMount R..itt.d J MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE I To In sur. proper credit to your account, sub.it the upper portion of this forn Mlth your tax pay..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... R-iy:i6o-j-Eif-AFii-ioji:97j-------...--iNH-iRIY-ANCif-TAX--sriifEHE-NT-iiF-AC-Couiif--.-..--------------------- ESTATE OF EBERLY NORMAN M FILE NO,21 96-0510 ACN 101 DATE 08-04-97 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE, SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF All PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT. 04-28-97 PRINCIPAL TAX DUE.., 34 , 782 .18 PAYMENTS CTAX CREDITS). PAYMENT DATE 09-06-96 07-08-97 RECEIPT NUMBER AA146702 REFUND 33,345.00 301.93- DISCOUNT C+) INTEREST/PEN PAID C-) 1,739.11 .00 AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE 34,782.18 .00 .00 INTEREST AND PEN. TOTAL DUE .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS lESS THAN II, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" lCR), YOU HAY BE OUE A REFUNO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I M I i I I 'I . I PAMMT, ,i\.,";' o.tKh the top portlDn a' this Notice ... ......it with your pa,.."t .ed. pay.tJla to the n... Ilnd IIddr... prlntld on the t.v.r.. .1de. If RESIDENT DECEDENT ..... check or ~'Y order pIYlbla tor REGISTER OF WILLS, AGENT. If NON-Rf:SIDENT DECEDENT .ak, chick or 10M., order payable tal C0tU10NWEALTH OF PENNSYLVANIA. REFlJCD (CRh .. ,.fund of . tlX credit, which WI not r~.t.d on the Tax A.turn, .ay M ,.qullted by cOIIPlaUng en wAppllcatlon for R'fund of P~.ylvenl. Inheritance and E,t,t, ,..- (REV-1SISI. application. .t. IVIJllbla .t the D'flcl of t~ Regllt.r of Willi, eny of the IS R'venue Ol.trlct Of,lcI' or 'r~ the Depart.ent", l4-hour .,.werlna ..rvlc. ~r. 'or for.' ordering I In penn.vlvenl. 1-100-162-2050, out. Ide Penntvlvanla ~ within lacll Hlrrlaburg .t.. (717) 7'7-'0", TOO' (1111 772-2252 CHe.rlna 1~.lred only). ,I I i I ~ i I ! REPLY tDI DISCOlIfTI PEMALTY: INTEREST. I II i i i I I '/ 'I ou..Uon. ,,",rdlng .rror. cont.11*:t on thh notlc. should be IIddr....d tal PA DIP,,.t..,,t of bv.,.."., lur." of Indlvl~l Tlx", ATTHI POlt ,.....-.nt R.vlew unit, D.pt. 210601, Harrl,burg, Pi 171ZI-06Dl, phone Cl17) 711-6505. If MY to dI.MI 11 ,.ld ..Ithln thr.. (S) calanda,. ....th. eflu the dec:~t". da.th, . flv. perc.....t n:u discount of the tax p.ld 11 sUoweS. The 15% tax ~.ty non-p.,.UclPIUon penIIlh I, cOIIpUted on the totel of the tn and Int.r..t ......ed, Md not p.ld befon JMUllry 111, 1996. the Urst MY aft.r the end of tM tllX .....ty p.rlod. Int.r..t h chlirged beglmlng with flrat dew of delinquency, or nine (,) .anti'll Bnd one (1) du 'rOIl the dill, of d.eth, to the det, 0' PIYNnt. ,.... which *... del1~t before Jenuary 1, 1912 be.,. lntu..t It the ,.It. of six (6X) perc.....t per .... clleul.ted It . daUy nt. of .000164. All lex.. which bee... dIIl1nquMt on end aft.,. J~ry 1, 191Z ..111 be,,. Int.r..t It . r.t. which ..111 vlry 'rOIl cll.ndar y..r to c.l~r y.,,. with that rat. BnnOUnCed by the PA o.p'rt.ent of A.venue. The eppllcabl. Int.,...t ,..t.. fo,. 1.12 th,.ough 1997 .,..s v..,. Inb,.lIt A.t. Deily Int.,...t Fecto,. V..r Int.nlt Aet, D.lly Int.r..t Fector 1912 ZOX .00054' 1917 9X .OD0247 1981 16% .OOO4S1 19U-I991 IIX . coosn 19M IIX .000101 I99Z 9X . ODOZ47 1965 ISX .001556 199'-1994 n .ODDl9Z 1916 lOX .000274 1995-1997 9X .0002'" -"Intlr..t It ulcul.ted .. follow.r llITEREllT . BALANCE OF TAX UllPAID X NUKBER DF DAYS DELINQUENT X DAILY llITEREllT FACTOR --Any Notlc. I.sued .ft.r the tax becoee. delinquent will r.flect 8n Int.,...t c.ltul.tlon to fifteen (15) dly. beyond the det. of the ""'lMnt. If p.YMnt It nde .ft.r the Int.r..t CHPUt.tJon dlt. shown on the Notice, .octlllonsl Intl,...t ...t be c.lcul.ted. ," PURPOSE OF NOUCE: To fulfill the r.qulre..nt. of Slctlon ZI~S Cb) of the Inhlrltanc. and E.tatl Tax Act, Act 21 of 1995. C12 P.S. Slctlon 91~S). PAVPtEHT: Oatach the top portion of thl. Hotlc. and .ub_lt with your p.y.ant to tha A.gl.t.r of Will, prlntad on the ravar.. IIda. n Hak. chack or .anay ordar payabl. to: REGISTER OF MILLS, AGENT. AErUND (CA) I A r.fund of . t.x cr.dlt ..y b. r.qu..ted by co.pl.tlng an "Application for A.fund of P.nn.ylvanla Inh.rltanc. and E.t.t. Tax. (AEVelll]). Appllc.tlon. .r. avallabl. .t the Offlc. of the A.gl.t.r of Will., any of the Z] A.vanue DI.trlct Offlc.. or fro. tha nap.rt..nt". Z~~hour en.w.rlng ..rvlc. nuab.r. for for.. ordering: In P.nn.ylvanl. 1~800-36Ze2050, out.ld. Penn.ylvanl. and within local Harrl.burg ar.a (711) 117-809~, TOOl (717) 17Z-Z25Z (H.erlng lap.lr.d Only). OBJECTIONS: Any party In Int.r..t not ..tl.fl.d with the ........nt of tax .. .hown on thl. notlc. .ay abJ.ct wIthin .Ixty (60) day. of r.c.lpt of thl. Hotlc. by: --wrltt.n prot..t to the PA Olpart.ant of A.v.nua, Board of App.al., D.pt. ZIIOZl, Harrl.burg, PA 17128-1021, OR --.Iectlng to have the .atter det.r.ln.d .t audit of the per.onal r.pr...ntatlv., OR e-.pp.al to the Orphan." Court AOHIN- ISTRATlVE COARECTIONS: r.ctu.l .rror. dl.caverad on thl. ........nt .hould b. .ddr....d In writing to: PA O.part..nt of Aev.nu., Bur.au of IndIvIdual Tax.., AlTN: Po.t A.......nt R.vl.w Unit, D.pt. Z10601, Harrl.burg, PA 11128-0601, Phone (717) 787-6505. S.. page 5 of the boakl.t "In.tructlan. for Inherltanc. Te. A.turn for a Ae.ld.nt D.cld.nt" (REV-ISol) for an ..plan.tlon of &d.lnl.tratlv.ly corr.ctabl. .rror.. PENALTY, The 15X ta. aan..ty non-partIcipation Pln.lty I. co.put.d on tha tot.1 0' the tax and Int.re.t .......d, and not paid b.for. January 18, 1996, the flr.t day .,t.r the .nd of the ta. aan..ty p.rlad. Thl. non-partlclp.tlon p.n.lty I. app..I.bl. In the .... .ann.r and In the the .... tl.. p.rlod a. you would app.al the t.. and Inter..t that ha. baan .......d .. Indlc.t.d on thl. notlca. INTEREST I AddItIonal p.nn.ylvanl' E.t.ta Tax .......d a. a r..ult of a changa on the rad.r.1 E.tat. 'a. clo.lng let tar b.co... dallnqu.nt at tha axplr.tlon 0' on. (1) .onth fro. tha data tha fln.1 notlca of the Incr.... In r.d.ral E.tat. T.. I. rec.lv.d. Tax.. which bae... dellnquant b.for. Janulry I, 191Z b.ar Int.r..t It the rata of .1. (6X> par cent p.r ~ c.lculat.d at . d.lly rate of .00016~. All t.x.. which bacaae delinquent on or .ftar January 1, 191Z will baar Int.r..t .t . r.ta which will vary froe cal.ndar Ylar to cal.ndar y..r with th.t rat. announc.d by the PA O.part..nt of R.v.nu.. Th. appllc.bla Intlr..t rat.. for 191Z through 1997 .re: V.ar Int.r..t A.ta Dally Int.r..t r.ctar !!!r Int.r..t Aat. Dally Int.r..t r.ctar 1982 Za:c .0005"1 1917 OX .000Z47 1915 16~ .DDGUI 1911el991 Il~ .000501 19111 l1X .ODD301 199Z 'X .000Z47 1915 In .00DlY. 1995ellJ94 1X .00019Z 1986 ID~ .000274 1995-1991 ox .000Z47 --Int.r..t 11 calculated 00 follCN'1 INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR eeAny Hotlcl I..ued a'ter the tax beCD..' dellnqu.nt wIll rafllct an Intar..t calculation to flftlan (15) day. beYond thl det. of the ........nt. If pay..nt 1. .ada .ftlr the Intar..t eoaputatlon date .hown on the Hotlca, additional Intara.t ault ba calculatad. /.:f. /;/ . ,/ BUREAU OF INDIVIDUAL TAXES IHUlAllA"'C[ fAll DiViSION DlPl. 110601 ttARAISlURG. Pi lIlZa.ObDI COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTV ACN (1/~ I~'" 11'-'" II in IIl.H. 10-06-97 EBERLV 06-07-96 21 96-0510 CUMBERLAND 202 NORMAN M JAMES D BOGAR ESQ 1 W MAIN ST SHIREMANSTOWN PA 17011 A"ount R.nltt.d MAKE CHECK PAVABLE AND REMIT PAVMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 HOTEl To in.ur. prop.r cr.dlt to your account, lubait th. upp.r portion of this for~ with your tax pay..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR VOUR FILES .... Rifv:7jj;.EX--AFP--(Oj~-97i-----.-.-Niiiicif-OF--OETifRHiiiAiio-N-Aiio-ASlSESSlHEN;r---------------------------- OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF EBERLV NORMAN M FILE NO.21 96-0510 ACN 202 DATE 10-06-97 ESTATE TAX DETERMINATION 1. Credit FDr State Daath Taxes as Verified 2, Pennsylvania Inheritanca Tax Assessed (Excluding Discount and/Dr Interest) 33,043,07 3. Inheritance Tax Assessed by Other States Dr TerritDries Df the United States (Excluding DiscDunt and/Dr Interest) .00 4. TDtal Inheritance Tax Assessed 33,043.07 5. Pennsylvania Estate Tax Due 6. AmDunt Df Pennsylvania Estate Tax PreviDusly Assessed Based Dn Federal Estate Tax Return 7. AdditiDnal Pennsylvania Estate Tax Due TAX CREDITS I PAVMENT DATE DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID RECEIPT NUMBER TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 _IF PAID AFTER TNIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN fl, ND PAY"ENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU "AY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FOR" FOR INSTRUCTIONS. I .00 ,00 .00 .00 PURPOSE OF NOTICE: To fulfill the requlr...nt' of S.ctlon 2145 (b) of the Inh.rltanc. and E.tat. Ta_ Act, Act ZI of 1995. (12 P.S. S.ctlon 9145). PAYKENTI D.tach the top portion of thl. Notlc. and lub.lt with your pay..nt to the Regl,t.r of Will, printed on the r.v.r.. .Ida. _. Haka ch.ck or .on.y ord.r payabl. to: REGISTER OF MILLS, AGENT. REFUND (CR) I A r.fund of a ta_ cr.dlt aay b. r.qu..t.d by coaplatlng an -Application far R.fund of P.nn,vlvanla Inh.rltanc. and E.tat. Ta.- CREY-ISIS). Application, ar. .vallabl. at the Offlc' of the Reglst.r of Will', any of the 2] Rev.nu. District Offlc., or fro. the Dep.rt..nt., Z4-hour .n.w.rlng ,.rvlc. nu.b.r. for for.. ord.rlng: In P.nn'Ylvanla 1-800-]6Z-Z050, outlld. P.nn.ylvanla and within local Harrllburg .r.. (117) 181-8094, TOOl (717) 77Z-ZZ5Z (H..rlng lap.lr.d OnlyJ. 08JECTIONS: Any party In Int.r..t not s.tl.fl.d with the a.s..s..nt of ta_ as .hown on thl. notlc. aay obJ.ct within ,Ixty (60) day' of r.c.lpt of thl. Notlc. by: --wrltt.n prot.st to the PA O.parta.nt of R.v.nu., 80ard of App.al., Dept. Z810Z1, Harrl.burg, PI 11128-1021, OR --.I.ctlng to have the aatt.r deter.ln.d at audit of the perianal rapre..ntat1v., OR --.ppaal to tha Orphan,. Court AmUN- ISTRATlVE CORRECTIONS I ractual .rror. dl.coverad on thl, as"'I..nt .hould ba addr.s.ed In writing tal PI D.parta.nt of R.venu., Bur.au of Indlvldu.l T...., ATTN: POlt A.s....ant Revlaw Unit. Oapt. Z80601, Harrl.burg, PA 171Z8-0601, Phona (717) 787-6505. 51. p.g. 5 of the booklet -In.tructlon. for Inharltanc. T.. Raturn for a Ra.ldlnt Dacadant- (REY-IS01) for an ..planatlon of .d.lnl.tr.tlv.ly corr.ctabl. .rror.. PENALTY: Th. 15X t.x ..n.sty non-participation panalty I. co.put.d on the total of thl ta. .nd Int.re.t a...I..d, and not p.ld bafor. January 18, 1996, the flr.t day aft.r tha end of the t.x ..n..ty p.rlod. Thl. non-participation panalty I. appaalabla In the .... .anner and In tha tha .... tl.. p.rlod .. you would app.al the t.x and Inter..t that ha. baen a......d .. Indlc.t.d on thl. notlc.. INTEREST I Additional Pannsylvanl. Estata T.. ....s.ad .. a r..ult of a chang. on the reder.l E.t.t. Ta_ closing I.tt.r b.co... d.llnqu.nt .t the ..plratlon of on. el) aonth fro. the date the final notlc. of thl Incr.... In r.d.ral E.tat. T.. I. r.c.lved. ,.... which bac... d.llnquant b.for. Janu.ry 1, 198Z b.ar Int.r..t at the fata of .1. e6X) p.rcent par annul c.lcul.t.d at a d.lly r.t. of .000164. All t.... which b.ca.. dallnqu.nt on or .ftar January I, 198Z will bear Intera.t at II r.t. which will vary fro. calandar ya.r to c.l.nd.r y..r with th.t rat. announc.d by the PA D.part.ant of Ravanu.. Th. appllc.ble Intere.t rate. for 1982 through 1997 are: '!!!! Internt Rat. D.lly Int.rast Fector V.ar Internt Rat. Dally Internt Factor 1982 20X .000548 1987 .X .0002lt7 1983 16:c .000U8 1988-1991 IlX .000301 1984 lIX .oonol 19'91 'X .000Z41 1985 UX .00n56 199]-199. 7X .000192 1986 lOX .000274 1995-1997 'X .OODZ41 --Int.r..t II ulcul.t.d .. follow.: INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notlc. I..u.d .ftar the t.. bacoao. d.llnquent will rafl.ct an Inter..t c.lcul.tlon to flftaan (15) day. bayond tha d8t. of th. ........nt. If pay..nt l. ..d. .fter the Int.re.t coaput.tlon det. shown on th. Notlc., additional Int.ralt ault b. calcul.t.d.