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Home My WebLink About96-00537 1:".\1"',' of 1!J1ff!)I ~f!:G:JgE7" m6seg_ aho kilO"''' us ____~____~~.__~'_ - -,---.----".--- PETITION nm PIWUATE and GRANT OF LETTERS No. ..pdJ: 9"-~3,]____ fo: Il~~i'l~r of WiI" for Ih~ COIlIll)' of ....__.___ in Ih~ Cmmnnl1\\'calth uf Pl'nn~yl\'aniu .___U"___ _.,,______~______.._ __._______ . J){'Ct't1\'t'tI. Sorial SC'l'IIrilY Nil. ~~2,:.3~~9_'I-"-"'-_._-- Till.' IH,'lilinn \11" till' umlc:t,i~lll'lIll."pl'''''lrlllly Tl'prC'"'IlI... Ihill: Ymll pl'lititllll'I('), \\ Ill) j... '-all' IS yc.'ilr' l)f al!\.' in (,ld!".'T all thl"l\Cl'utO~_- _____.___ named inlh,'la" \\illof Ih~ ahOH' d~<,'d~nl. dal~d ___._.__.AI'.fI-~...__je. , l'Ig~ and <odkil!,) dal~d ---.--- --.----. +__ ____________~ _.________ .__U' .___". l'lah.' 1t.'k\.lllll1h'lml'Llll~'\". \'.,: t~'llIlIh:l.llhll'. lk,llh tlI l"l'~1I11l1. l'lel Ik<~lllklll '"'' domidkd at dealh in .(..'{jfl'l&!I!.~!) ._._ _____ COIlIll)'. I'~nnsylvania. wllh h.~tL- .. la'l family or prin<ipal r~,id~n<~ at ;Je.o_Yi^'O..GL_U~~_t4:Af......k.....l C/M..fMJlt1._r;JII____i.!..ltdrPPk. "RTWm ..____ ---- III" '1Il'l.'l. 1I11l11h~'1 ..n.ll1Illlhll',lhl~1 Ik~~nd~nl.IIIl'n .__'-I:'fi._. \~ars or a~~, died -Z;;;...J.QJO,JS---;r4.L , 19 q ~. al 580 /U_t:~Lvrt:Sd_(jH:JJi'~.'!:if-_C!~-'-.-I?~-./J/.' Md'/?Urn.""), E\L:l'l't:.1' follo\", ..kL:Clh.'1l1 did nOlmarr)'. \\a\ Ilut ~Ih'or~cd ami did 1101 ha\'e a child born or adopt cd af1l" l'\l',:utiol1 ur thc \\i11 uffcrl'd fur prohatc: \\a\ 110t the \'ktim of a killing ano wa!' nc\'er adjudicalcd ilh.'lll1lp..'I..'nt: __._.____.___.___.~_w. - ----...-.-------- Ik.....clllknl al dl';llh u\\llcd proPl'rty \\ilh l'\till1atcd \'alllc~ a, follow\: (If dllmicikd in I'a.) Allp~""nalprop~r1~ (If not uumidkd in Pa.) Pl'r,unal property in Pcnlllo,yl\'ania (It not domidlcd in Pa.) I'cflo.ol1ill prorerty in CUlIIUY \'alll'" \If rcal.."talc ill Pl'nll'yl\'ania ,it\l:ltn.t a, hll1o\\': $ ~OJZ:Q s s s \\ III:RI:Hl\ll:. pelilinn~r('l r~'p~<lrnlly r~,,"~,t(,) Ih~ p,"hal~ nr Ih~ la,1 will and codicil(s) pr~,~nl~d h~r~\\ilh and Ihe granr or krr~r,__7:t=.5TAIY1t"!J'T~Y' . 111.."I,llll,'Ill,lI\; ,hI1ll1"1'";lllt1ll ":.1.<1.; adlllinio,u;llinn d,h.n.!;,t.a,) Ih,,'WlI. , ;/ 1-/' /,' ;J.o... fftz f-v'"-",,,- tu.<.t:. 7JCi)fN ArcJl/51Ji' w/fl.e:!"( . 580 fI/I <'d./dl!$ t:;"'l" ,ed~f/!4 717.~If"'l.~o8S . ~ ?: ~=- ~~ - . "- '. :i OATH OF PEI{SONAL I{EPHESENTATIVE t:O\\\\O:'\\ \::AI;PI OF "E:':'S\'I.\'A:'I;IA U)l '\ 1\ 01. _l'Ltm~<"\('nd- ------ - I j' ,;'; ,'). 113 /, I~ I Ill' i'l'Illipllcr(,) al'II\l'.lIaIlH.'d "'\\L'.lIb) or ..Hillll(,1 that th..' ...ta1l'I11CI1" in thl' foregoing pctilion arc 1111..' .1Ilt! ""'lll',,'1 10 Ih,,' hl',ll,1 IlIl' ~l1o\\kd!!l' alllllldil'f of pl'litiol1..'I(') aml1hat a\ J1cr~ot1al reprc~cna 1'"1\<'1.' ,.1 II". "h....' .le<<',1.-1II pelili,,,,e'I" \\ill 11<'11)1',,1 II Illy ii:ZI~r Ih~ ~'I"I~ "~eurdil1g 10 law, S\\tltll "1 tH ;lllirrJll'J ,1IId "Ulh."'.ihL'lI I 4<-<-. - ... /h... -<-.. 'd._~.... .t-ajJ~-=- - v: hd."e Ill,' Ih,. . ,j:/. d,,~ ..I ,7)EIM/. ItrC.ll!:::.c.AJ_. N&I.cA7 ~' hl'-I,/~;~tt...'fJ-'(;c. Vf<~t.'JI:~~t'L,~,1 u_-.-n-=-=--=--= ~ V U('Cl\/I'''V t ~ No. 21-96-537 Estllte or HARY ELIZAllETII HOSER , Decellsed . , . , DECREE OJ" PROBATE AND GRANT OF LETTERS AND NOW --IlILYJO 19-91>-. in consideralion of the petition on Ihe reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED Ihatthe instrument!s) dated APRIL 18, 1996 described therein be admilled to probate and filed of record as Ihe last will of MARY ELIZABETH MOSER and Lellers TESTAMENTARY are hereby granted 10 DEAN ATCHISON WALEN . i / 1/......-1.- (\ '111'(1. e, 'I'L')~I (I() .) ,.,,/c.LLlUtuuL;/ J . U Register or Wi11\ I i (! FEES Probate, Lellers, Etc. ......... $ 25.00 Shorf Certificates! 6) . . . . . . . . .. $ 1 R no ~lUGKKIIK . EXTRA .I?AGES. $12,00 JCP $ 5.00 TOTAL _ $60.00 Filed. ,J.I!ItY. .1.Q,. .1.9.Q~.................. ATTOIlNEY (Sup. CI. I.D. No.) 1 ADDIlESS PllONE I 00 '0 ~ =<1: :!1 ~)0. ,.., c- o, I ":1 r..., U U '0 to "'0; u: !J' ~::J UU LETTERS AND ORDERS MAILED TO ATTORNEY JULY II, 1996 21-9(,-537 Thi~ I' IOll'llll)' 111,11 du' intllllil.lllHlIlHIT .L:I\t'll I.. ~1I1Itlll\ "'I,,~.llr'''1\tll lolh'lll.t! l("IIIIII,IIt'ill dt,llh ,hd~ Id(oI \~lllllllt. ,,'\ l.oLlllh'gi'lr,lf. Till" ollglll,d ll'rlIftl,'H' \\ III he hll \\ .11'\' ,II', tllt ....l.Ut \' 1l.1! HII .'ILh I Hille' hit 1'1"1 II I.l lit III 1I1l11.l' WARNING: Ills Illegal to duplicate this copy by photostat or photoglllph. 3 [) /' 1. ~j ~l CJ No ~. r" t\~\ i..JD,J.Nl. \J" ... ~\:j.\\.t....~-\:.1-~ 1,111 ,11 Hq.':I".ll.lI Fn' f..r thi.. l('lliliL'll', s.' Oil C N1 v.... UHilCJI'l _'::':::;''':::::J.~ " Professor " . College ccaot"'.IYAA.H]ADON:Uc-_c...-.... ~CcdM OleIOf"'-' 580 NcClurcs Cap Rd. :f~r<1 Carlisle, PA 17013 ~~-:-:;:- "'otla.l"-'oJil1 -. , 'IN' '" .....". 01 C(UCf.N1.... UoGM'_ I. Hdry E. Moser 1oG(1UC-" '-"lOf""'UoI'I - ". L.S '''' (,QUOtT'l' gc,.o.. ,J, \ Cumberland .JW~ 19::6 (>,11" COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH ... .. '~I''l.f_'''' \OCIAlUCUI'IT'l' OoI.:WIIIl .. 222 36 UHOllllDolll' ---,- ''''''""-'''1.'''''_ s......,....,.c..,..., J"UIC101Ol"'..OOW._....-_.....,........__ ooo~... .......0 I~O ::....0 ,Richmond VA kN.Hiddloton Twp. ...OOl.Utl"'l'$.....OUi"". 580 HeClure. Gap Rd, \/hi te YAI'ltAl.IWUI."_ --- -- ........""".. f''''~__ Of.tlo(~'IIOlJt..QIOOt _IClftlDlHlh1I'lW UIAI'l"IDHlI'ltlll ",,0 _Ltl ....... .$..-4-..1 P'. \I Middleton n.,,,,, PA North l,.liJ-._...... '" .. - MO' Cumberlond .......' u.O ::::.=.::::.. <ooO'''I''I~_''llf"._'''_'''_ " Helen S. Shaver "'OfIW.lJll'~AIlClN:"~~_ Jr. '- "-_.....0 LOC.Q"""~"',lltc.. """ 1996 012748 L .. .....,~-..OO...._..'OOd......_,....__".... ~._,- .... ,,(.(AA(Oro..( ...lll ....- " ''''10I'Of.''''.. CI""I'~IDOlAf),_Ct,_1 . e,:IS^. ~.... 11 ,,\,\Co n.NII1Io 1_...__,_.___._........... 00_.........._......,.-"1....-._--,..,....,_....11I...... '--.....--..-- IIWllljIlU1tJ"I"tl<O'JO. .-...v.I~1Q CtM'\1(l'Ol\lOl"CIlUII ".."."" _0 \.---7 I. .1 .t., >( t. :!!. .1 ,'it" I.A..,., '."\.. OvClUlCIl.o.s..tc.l'GlQtJt'OCIC:-) !==- ,--- 1 . ..J~ '.' I , ..... 0....-_........._11ooii ................-......-....,,""'", I: out jOR",llCHSlOVl'<Clc.-t DUt1'01OIl,q_lU'410Vl..c((.f1 .,.........0101""" DAl'IOI~' ~o..,_, r,"1Of' 1KNl'I' HNIl'IlI~l OlKlIINlOI'rWA.O'l\'otQ.llIWIID -. '"- ~ o e-_r..._ o o . o 'VUOI~...w___'_1I!IQ .... N ...- - ~ .....- ..... 0 _0 ... 0 ..~ _ ,k taJntlllJllou-tm__ .ctJt1."...""IICIAIl.,.."...c-,..,t_<1___............~.l"_OOd_...,C~.....m "'..._.....,~.....__......_"...._I....'.....,.... .....,............... ...0 ..0 ..... n. .. ~ ~oVIDctlt'ItTlHCI""IIOA.....................II_A"'l__(..."""4IO(_<1...., "'..._.....,.............._..._......._......_..........._"...t...Mtt'_.._lt_ . 'WIOlCALU"WIttIM()lIlOItIJl OoI.......ttt....__.._...".II..._....""..........dll'~o(C....I..ll"..""".d........,""...""lII......rl'Iel...If(.I..... u.-.....,...................................,...........,...................................................0 , ,/It l' V',1 I h:;f 1;:.,1,::>,1,(\1 w \ 10 - ...- ~ roc....: r:: u... 'J ~ ....) , CL. , cr -' 9 () .- '.) '0 ~5 "'u; p' a: UU L jf'ourllJ Any pcrson who survivcs mc for Icss thcn thirty (30) days shall bc considcrcd 10 havc prcdcccascd mc. jf'i ftIJ Unlcss providcd othcrwisc in any trust, I dircct my Exccutor to pay all fcdcral, state, and othcr death tllXCS, payable bccausc of my dcath on thc propcrty fonning my gross estate for tllX purposes, regardless of whether it passcs undcr this Will, which tllXes shall be paid out oflhe principal of my estate such that the burdcn of paymcnt falls on my rcsiduary estale; the tllXes shall nol be chargcd agBinsl any bcncficiary of my estate. This Brticlc shall not apply 10 generation skipping tllXes or propcrty subjcct to my gcneral power of appointment for federal estate tllX purposes. ~ixlb Except as otherwise providcd hcrein as a trust, if any pcrson under the age of twenty-one is entitled to a share of my estate, such sharcs shall be delivcred 10 a Custodian for him or her under the Pennsylvania Uniform Transfers to Minors Act to be selected by my Executor. After my death and so long as any beneficiary is alive and undcr Iwenty-one years of age, I give that portion of my estate, to which he or she is cntitlcd as a bequest or a remainder, to my brother, WILLIAM C. MOSER III, as Trustee, to hold in trust and to kcep it inveslcd and to make distributions during my beneficiary's lifetime. The entire balance of trust principal and intcrest shall be paid to my beneficiary when he reaches twenty-one years of age. Before my beneficiary reachcs twenty-one years of age, the nel income from his trust shall be paid to him in quarterly inslallments, and as much of the principal my Trustee may from time to time think desirable - taking into account funds available from other sources - for the welfare, comfort, health, education or olher needs of my beneficiary. If any beneficiary in my Trustee's opinion becomes disabled by illness or other cause and is unable to manage funds properly, as much of the income or principal my Trustee from time 10 time thinks desirable for that beneficiary shall be paid to or for the beneficiary. Payments may be made to any person or organization taking care of the beneficiary. The balance of the income and principal shall be managed as a separate trusl for that beneficiary, with the funds paid to or for the beneficiary in accordance with Ihis article. When my beneficiary reaches twenty-one years of age or in my Trustee's opinion, becomes free of disability (as Ihe case may be), the then remaining balance shall be paid to the beneficiary subject to any other trusl provisions herein. If my Trustee determines il is desirable to do so, my Trustee may end any lrust under Ihis Will by paying the then remaining principal and income of the trust, or iflhe beneficiary is a 2 minor or disabled by illness or other cause in the opinion of the Trustee or is unable to managc thc funds propcrly, my Trustcc may pay the Iill1ds to his or her parcnt, Icgal rcprcsentativl', or to any pcrsonal organil.11tionaltaking care of the person. Rcgarding a minor, my Trustec may also dcposilthc funds in a savings account in the minor's namc and payablc to the minor at majority, or appoint and pay thc funds to a Custodian, as my Trustce may sclectlbr the minor, under the Uniform Gills or Transfers 10 Minors Act of any state. ~rbrlltJJ To thc grcatcst cx:tcnt pcrmillcd by law, bcforc actual paymcnt to my bcncficiary or to his account, no intcrcst in incomc or principal shall bc assignablc by him or availablc to anyonc having a claim against him. Exccptions may bc madc ifmy son and my Trustee or Executor approve. ~ilJbtb I authorize my Executor and my Trustee to retain and invest in any form of real or personal property which, in my Executor's or Trustee's opinion, is appropriate for my estate or trusl, without being required to diversifY; to compromise claims and to abandon any property which my Executor's or Trustee's opinion, is of little or no value; to borrow from anyone and to pledge property for security for repaymenl of any funds borrowed; to sell at public or private sale, to exchange or 10 lease or lend for any period oftimc, any real or personal property, and to give options for sales or leases; to join in any mcrger, reorganization, voting trust plan or any concerted action of security holders, and to delegate discretionary duties with respcct of those powers; to allocate any property received or charge incurred to principal or income or partly to each, as my Executor or my Trustee may deem reasonably appropriate, without regard to any law defining principal and incomc. Jlintb I hereby nominate, constitute and appoint my husband, DEAN ATCHISON WALEN, Executor of this my Last Will and Testamcnt, to serve without bond or security of any type for any purposc whatsoever, and I hereby authorize, empower and direct him to sell and convcy, by good and sufficient deed, in fee simple cstate, any and all of my real estate, at public or private sale, for such price or prices, upon such tenns and conditions, as in his judgment is best for my estate, and to that end to sign, seal, execute, acknowlcdge and deliver all deeds or other instruments nccessary therefor, as effectively as I could do if I were personally present. If and in the event that my husband, DEAN ATCHISON WALEN, does not survive me, or is otherwisc unable or unwilling to complete his dutics as Executor, then and in such event, I hereby nominate, constitute and appoint my brother, WILLIAM C. MOSER 111, of Columbia, South Carolina, Executor of this my Last Will and Tcstament, to serve withoul bond or security, and I hereby authorize, empower and direct him, as Executor, to sell and convey, by good and 3 "'" .. '" Si. "1 ~'.-. C , -~ .7:\ - I ..' .. . ~ ... " -, IJ '.. C) r:~ ") , ~ 1 :.; ~Cl: ~~, ()t) E ~ " CERTIFICATION OF NOTICE UNDER RUI~E 5.6 ( a) Name of Decedent: !lJ1t,eV ~t./~rr1SenI- fJ1D.Se-r2- I' Date of Death: 6/.:u./tit.. , Will No.,';1"M. 199{,-aK37 Admin. No.f',1/i,/z.))Q ")/'1'(,-o53-:J To the Regisler: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Bules was served on or mailed to tl~ iol~owing beneficiaries of the above-captioned estate on 7./1..3 I'll::. : . Name /)em.r ATlf/!54N W,lJIi:.-Ai Address S2'o /MecL/)/~.j G~f?c/~i.,~ Notice has now been given to all persons entitled thereto under Rule 5.6(a) except .- , , L~;., ;JL Signature Name'll:iW ;/1e#lJq.J N/JteAJ Address 5Eo /)t ~~LLI~ (;I'r(' 12j) CAeL.z::s UF /',k /70 1'3 , TelephoneOJ/l ~l..{'i-t(j8 3. Date: q/;3/7~ . Capacity: .\0 ,. Personal Representative . , cc uu Counsel for personal representative STATUS REPORT UNDER RULE 6.12 Name of Decedent: /J1~ Zt.U,lfj?t....71f ,#teN cf2- Date of Death: $/;U./7 c. iJ.. r-:it,)J&. "'';)/<X' . , P~!rIe ......,., co _r7 Will No. 17t-t:tJ~"?. Admin, No. .../ Ib-~,j7 Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X NOJr- 2. If the answer is No, state when the personal representative that the administration will be complete: Ih 3. f the answer to No.1 is Yes, state the following: a. Did the persopal representative file a final account with the Court? Yes ~ No . b. The separate Orphans' Co~rl No. (if any) for the personal representative's account is: JV;I~ c. Did the personal representative state an account informally to the parties in interest? Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be .tached to this report, uo &~tdd. -;;;;t~rf;JdJ N~terJ Name (Please type or print) SltJ#CeLv.tWJ ~r1O ~j) Address (711 ~L/'f -b'df'3. Tel. No. Capacity: ~personal Representative - Da te: c; /; J /e;.L . ,):l " .. , c. Counsel for personal representative (MAH: rmf/AM3) .(....1)00 u. 1"'''1 ... -- "Cuo uE~ ~C)9 u~.. , -- ::Jill "a "z aa ...... 15 - /I ~ ,'j, ~~ COMMONWU.lIH Of PfNN!oYl...A.NIA O(PAJIIMINIOf .(...(NUl Of" 210601 HA.UI!ilUIIG. PA. 1712'_~'. DIUDIN ., NAMI (L"". "'!.I AtlU MIOUII IN'IIAII I 'OR OATIS 0' DIATH A"IA 12/31/91 CHICK HIRI III A SPOUSAL . POVIRTY CRlDIT IS CLAIMID [ I I --- ~-----_._-- _._~- .- .-.---,--_.- ------- 1IL1 NUMIIR INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) 21 COUNIY CODE 96 YEAR 0537 NUMBER U((lUI'lt !t(OMIIIIl "IlUII\\ -- ill Ii! III a B n.xy=:: 'OCIAl ueUII" NUMI" OA.II O. OIAtH - - 6~21.:!)L - - 1L- I" A'''''''.'Il'uh,...'NQ ,rou.., 1'1.1.0'1 U"" ',.U ..tiP "'1'0" "j'""'1 !l()(IAI !lleulltT NUMIII 580 McClureH Gnp Rand CnrliBle, PA 17013 Co.", _cumhc r law "Moul~1 11((1...(0 JUI IN!lIIUC110N'1 DOL OA, alLA-. Original Return 471-64 - 5904 [] 2. Supplemental R.turn 2~028. [I J. 05, Remainder Relurn (fo, d011l 01 death prio, 10 12-13.82) Fed.rol e.tote To... Aeturn R.quired o 40. Futur. Inte,.,1 Camp,omill (10' dote. 01 deolh after 12.12-82) [XJ 6. Deced.nt Di.d ".tOtl 0 7. Deced.nt Mointain.d 0 li...ing Tru,' IAnoch copy of Will) IAlloch copy of Trust) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TOI NAM! COMPU I( MAiliNG AODIIU limit.d E.toll _ 8. Tolol Numb., of Sole Depolit BOlli. Ronald S. Kearns CPA UUPHOHf HUMIU 804 Wnyne Avenue C:uilubcrsLurg, PA 17201 z a ;: :5 :> ~ 0: C u ... .. 1. R.ol E"o'. ISch.dul, Al (II 2, Sloth and Bonds ISth.dulo BI 12) J, Clo..ly Hold Slock/Ponn."h;p In..ro.' ISch.dulo c) I J ) 4. Mortgog.. and Not.. Recei...oble (Schedule 01 ( 4 ) 5. Co.h, Bonk D.posill & Mileellon.ous Personol Properly ( 5) (Sch.dul. E) 6, Jo;n.ly Own.d Prop.r1y (Sth.dulo F) (61 7, Tronll... (Sch.dulo G)ISthodul. LI (71 8. Total Gran Au.ts 110101 lines 1.71 9. Funerol Expens... Adminislrali.... Co.ts, Misc.Uon.ous (9) Expen.es (Schedule H) 10. Debls, Mortgage liobiliti.., liens ISch.dule I) 1101 11. Totol Dedudions ItolollinlS 9 & 10) 12. N.I Value of E.lote (lin. 8 minus line 11) 13. Cho,itobl. and Ga....rnmenlol B.qu'llI (Schedul. J) 14. N.I Value Subj.ct 10 Tox (lin. 12 minus line 13) 15. Spousal T,on.fe" (for dotlS 01 d.alh aft., 6.30.94) See Instructions for Applicobl. P.,centog. on R....en. (15) Sid.. (Includ. value. from Schedule K 0' Sch.dul. M.l 16. Amount of lin. 14 lo.oble 01 6% rot. 116) (Include volu.. f,om Schedul. K or Schedul. M.) 11. Amount of Line I. to.obl. 01 15% rot. (171 (Includ. volu.1 from Schedul. K or Schedule M.) 18. Principal to... due (Add 10... from Line. 15, 16 and 17.) 19. C,.dill Spousal Po....,ty Credit Prio, Poym.nls DilCount Inler.,1 82,311. 133,717. (B) 216,028. All assets were bequeathed to (l~rrviving spouse 1121 (lJ) (14) >C._= . .06 = . .15 = z a ;: C -- :> ~ '" a u .. .. -- (lB) + + (191 (20) 20. If line 19 is greot.r than line 18, .nl.r Ihe differ.nce on line 20. This is th. OVERPAYMENT. aD Check hent if you are r.questing a refund of your overpayment. (211 (21A) (21BI 21. Ulin. 18 i. 9"01" Ihon line 19, .nt.r the differ.nc. on line 21. This is Ihe TAX DUE. A. Enler the inl.t,,1 on Ih. balonc. due on line 21 A. B. Enl., ,he tolol of Line 21 and 21A on line 218. Thi, i, the BALANCE DUE. Make Chick Payoble to: Regilt., of Wills, Aglnt ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -c:-c: Under penolties of p.rjury, I d.c1a,. thai I ho.... uomined this r.turn. including occomponying sch.dule\ ond .tolemenll, and to Ihe blnt of my knowl.dg. and b.lief, it i. tru.. corr.CI ond complele. I dltclou~ Ihal all reollltol. hot been reported 01 true market ...olult. Declorolion 01 preparer olher Ihon the personol repr.lenlati.... is bOled all inlormation of which pr.porer ho, any knowledge. !lIGNA 10' "1!lON I '0 lalt II 'II'I'.G IlTj'//.J /! AOOIU!. V /. / t}, OAlf ?~h. 7 vJ~ 5~0fI0ICCLurtt:~ c;tlp BJ'. 1M "" TI}. ~_ N (PI 1\1 AOOIB~ OA l 804 Wayne Avenue ChamQcl"J;!>.J.ll:&.J'1~1]_20 I / ..<." - 77 Act #48 of 1994 provide. for the reduction of the tax rate.lmpo.ed an the net volue of transfers to or far the u.e of the .pou.e, The rate. a. pre.crlbed by the .tatute will be: e 3% (.03) will bo applicable for e.tate. of decedents dying on or after 7/1/94 and before 1/1/96 · 2% (.02) will be appllcoble for estate. of decedents dying on or after 111/96 and before 111/97 e 1% (.01) will be applicable for e.tate. of decedents dying on or after 1/1/97 and before 1/1/9B · Spou.al tranofers occu,rlng on or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (....) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a, retain the use or income of the property transferred, ....................................................... b. retain the right to designate who shall use the property transferred or its income, ............... c. retain a reversionary interest; or ................................................................................... d, receive the promise for life of either payments, benelits or care? ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred alter December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?..,.......,.....,.....,..,.................. ..........,.... ................,.........". ........... 3, Did decedent own an 'in trust for' bank account at his or her death?..................................... ,JF TH~NS.w}:R TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MlJ.ST CQMPLnE SCHEDULE G AND FILE IT AS PART OF THE RETURN, " . ~ , ~J . l".J ;~: <DO:' 0: - - f""l ~ -, r- pi _1.} . ,. -c: !!!:J UU .' x x x x x x " REY.nas EX .12.171 ESTATE OF COMMOUWEAl1H 01 PWUSYLVAPU INHERITANCE TAX RETURN RnlDENT DECEDENT SCHEDULE E CASH. BANK DEPOSITS AND MISCELLANEOUS PE_RSO~ALPRO~~RLL_---_-_ ._____ .rl....P'I~t.r TIP' --.--.---.-----.;llfNUMiiER ____________21:.9.6..:.05.31 Mary E. Moser All U Ifl .1111 ,eWI" wU' ,.. It! " .1 hnlu,.'1 ITEM NUMBER 1. 2. iwnOltlOO ..Ul h .1111.... ~. Ilh'!!'.JJ~___"~ OElCRIPTlON VALUE AT DATE OF DEATH 3,120, 1,950, 2,170. 1,521. 200, 3. 4. 5. Demand Deposit # 170009716 Clothes Jewelry Books 1& Slides 1981 Honda 1989 Volvo Individual Retirement AccountB TIAA Alc # A596771.4 TIAA Alc # K188563-7 97,379. 17,344. 6. 6,350. 7. 8. Provident MUtual Life Insurance Policy Insured: william C. Moser owner: Mary E. Moser Beneficiary: Mary E. Moser Cash Surrender Value Loan on Policy 3,593, # 1438528 $ 14,593 ( 11,000) TOTAL 'Also enlel on line 5. Reel ItulatIDnl S l'lltdl."'_1I . "" . 11' ,h'"t "tnOfl 'PIU ., nlld" I STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND SHORT CERTIFICATE I, MARY C. LEWIS Register for the Probate of Wills and Granting Letters of Administration &c. in and for said County of CUMBERLAND do hereby certify that on the 19th day of July A.D., one thousand nine hundred and ninety six. Letters TESTAMENTARY in common form were granted by the Register of said County, on the , late of NORTH MIDDLETON TOWNSHIP estate of MOSER MARY ELIZABETH \LA~T, r!K~T, M!UUL~) in said county, deceased, to DEAN ATCHISON WALEN \LA~T, r!K~T, M!UUL~) and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this lOth day of July A.D., one thousand nine hundred and ninety six. File No. 1996-00537 PA File No. 2196-0537 Date of Death 06/27/1996 '1nIJrIl/l,x5.."r;' (IJ~ (1ft j1Cllir'~1,O,"//I</. Register v I I / S.S. # 222-36-9446 NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL .:If ou rtb Any person who survives me for less then thirty (30) days shall be considered to have predeceased me, .:IfifU) Unless provided otherwise in any trust, I direct my Executor to pay all federal, state, and other death taxes, payable because of my death on the property forming my gross estate for tax purposes, regardless of whether it passes under this Will, which taxes shall be paid out of the principal of my estate such that the burden of payment falls on my residuary estate; the taxes shall not be charged against any beneficiary of my e~tate. This article shall not apply to generation skipping taxes or property subject to my general power of appointment for federal estate tax purposes. ~ixtb Except as otherwise provided herein as a trust, if any person under the age of twenty-one is entitled to a share of my estate, such shares shall be delivered to a Custodian for him or her under the Pennsylvania Uniform Transfers to Minors Act to be selected by my Executor. After my death and so long as any beneficiary is alive and under twenty-one years of age, I give that portion of my estate, to which he or she is entitled as a bequest or a remainder, to my brother, WILLIAM C. MOSER Ill, as Trustee, to hold in trust and tD keep it invested and to make distributions during my beneficiary's lifetime. The entire balance of trust principal and interest shall be paid to my beneficiary when he reaches twenty-one years of age. Before my beneficiary reaches twenty-one years of age, the net income from his trust shall be paid to him in quarterly installments, and as much of the principal my Trustee may from time to time think desirable - taking into account funds available from other sources - for the welfare, comfort, health, education or other needs of my beneficiary. If any beneficiary in my Trustee's opinion becomes disabled by illness or other cause and is unable to manage funds properly, as much of the income or principal my Trustee from time to time thinks desirable for that beneficiary shall be paid to or for the beneficiary. Payments may be made to any person or organization taking care of the beneficiary. The balance of the income and principal shall be managed as a separate trust for that beneficiary, with the funds paid to or for the beneficiary in accordance with this article. When my beneficiary reaches twenty-one years of age or in my Trustee's opinion, becomes free of disability (as the case may be), the then remaining balance shall be paid to the beneficiary subject to any other trust provisions herein. If my Trustee del ermines it is desirable to do so, my Trustee may end any trust under this Will by paying the then remaining principal and income of the trust, or if the beneficiary is a 2 , , , I I I I ~~ minor or disabled by illness or other cause in the opinion of the Trustee or is unable to manage the funds properly, my Trustee may pay the funds 10 his or her pnrent, legn! representative, or to any personn! organizntionn!taking cnre of the person. Regnrding a minor, my Truslee may n!so depositlhe funds in a savings account in the minor's name and payable to the minor at majority, or appoint and pay the funds to a Custodian, as my Trustee may select for the minor, under the Uniform Gills or Transfers to Minors Act of any state. ilelJentl) To the greatest extent permitted by law, before actun! payment to my beneficiary or 10 his account, no interest in income or principn! shall be assignable by him or available to anyone having a claim against him. Exceptions may be made ifmy son and my Trustee or Executor approve. ~ilIbtb I authorize my Executor and my Trustee to retain and invest in any form of real or personal property which, in my Executof's or Trustee's opinion, is appropriate for my estate or trust, without being required to diversifY; to cDmpromise claims and to abandon any property which my Executof's or Trustee's opinion, is of little or no vn!ue; to bDrrow from anyone and to pledge property for security for repayment of any funds borrowed; to sell at public or private sale, to exchange or to lease or lend for any period of time, any real or personal property, and to give options for sales or leases; to join in any merger, reorganization, voting trust plan or any concerted action of security holders, and to delegate discretionary duties with respect of those powers; to allocate any property received or charge incurred to principal or income or partly to each, as my Executor or my Trustee may deem reasDnably appropriate, without regnrd to any law defining principal and income. ~intb I hereby nominate, constitute and appoint my husband, DEAN ATCHISON WALEN, Executor of this my Last Will and Testament, to serve without bond or security ohny type for any purpose whatsoever, and I hereby authorize, empower and direct him to sell and convey, by good and sufficient deed, in fee simple estate, any and all of my real estate, at public or private sale, for such price or prices, upon such terms and conditions, as in his judgment is best for my estate, and to that end to sign, seal, execute, acknowledge and deliver all deeds or other instruments necessary therefor, as effectively as I could do if! were personally present. If and in the event that my husband, DEAN ATCHISON WALEN, does not survive me, or is otherwise unable or unwilling to complete his duties as Executor, then and in such event, I hereby nominate, constitute and appoint my brother, WILLIAM C. MOSER ill, of Columbia, South Cnrolina, Executor of this my Last Will and Testament, to serve without bond or security, and I hereby aulhorize, empower and direct him, as Executor, to sell and convey, by good and 3 /5'- //.3 -:/ CDMMDNWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE BUREAU OF INDIVIDUAL TAXES lHIIUI JANCl TAlC D1VISIllN DIP'. 180bOl IIARAI SSUNC, f1A 111i'Il-DIoDt NOIICE OF INIIERIIANCE lAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT Of lAX RONALD S KEARNS 804 WAYNE AVE CHAMBERSBURG DATE ESTATE DF DATE OF DEATH FILE NUMBER COUNTY ACN 0,,-28-91 MOSER 06-21-96 21 96-0531 CUMBERLAND 101 r~~~ Anount He.it hd PA 17201 lJ_/ ;~~~, ... Ih/ll'I'," ", MARY E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 11013 CUT ALONG THIS LINE ~ RETAIN LDWER PDRTIDN FOR YOUR RECDRDS ~ REV:iS4i-Ex--Aj:jQiii-:9:rj-Nifr"icr-oF-YNHEjiiTA;.jcE-l:AX-A-pjiiiiiisE;lENi'-,--Ai:.i:owA;.jcE-ijli----------------- DISALlDWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MOSER MARY E FILE NO. 21 96-0537 ACN 101 DATE 04-28-97 If an assessment was iSSUBd previously, lines 14, 15 and/or 16, 17 and IB wiil reflect figures that include the total of abh returns assessed to date. ASSESSMENT OF TAX: 15. "nount of lln. 14 at Spousal rat. CIS) 16. Anount of line 14 taxabl. at lin..I/CI... A rat. (16) 17. Anount of Lin. 14 taxabla at Collat.raI/Cla.. 8 rat. (17) 18. Principal Tax Due TAX RETURN WAS. (X I ACCEPTED AS FILED RESERVATIDN CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1, R..l Est.t. (Sch.dul. A) III 2. stocks and Bondi (Schedule BJ (2J 3. Closaly Hald stock/Partnarship Int.ralt ISchedule C) (3) 4. Hortg.ga./Nota. Recaivabla ISchedule DJ (4) S. Ca.h/Sank Deposits/Hisc. Perianal Property (Schedule E) (5) 6. Jointly Owned Prope~ty (Schedule F) (6) 7. Transfers ISchedule G) (7) 8. Total Allet. CNANGED .00 82,311.00 .00 .00 133,717.00 .00 .00 181 APPRDVED DEDUCTIONS AND EXEMPTIONS: 9. Fune~al Expenses/Ada. COlts'Hisc. Expenles (Schedule H) (9) 10. Debts'Hortgage Liabilities'Liens (Schedule Il (10) 11. Tot.l Deductions 12. Net Value of Tax R.turn 13. Cha~iteble'Gove~nnent.1 Bequests CSchadule J) 14. Nat Valu. of Est.te Subject to Tax .00 .00 Ul) (2) (3) (4) NDTE: 216,028.00 X ,00: .00 X .06: .00 X .15: 1181 TAX CREDITS: PAYHENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID 1-) AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure p~opar c~.dit to you~ account, subnlt tha uppa~ po~tion of this fo~n with you~ tax paynent. 216,028.00 no 216,028.00 .00 216,028.00 .00 .DO ,00 .00 .00 .00 .00 ,00 If TOTAL DUE IS LESS THAN II, NO PAYMENT IS REQUIRED. If TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS fORM FOR INSTRUCTIONS,) ()c " \" RESERVATIONI E.tat.. of d.ced.nt. dying on or b.for. O.c..blr lZ, 1982 -~ If any future Intlr..t In the ..tal. I. tran.f.rr.d In Po.....lon or enJoy..nt 10 Cia.. B (collat.ral) bln.flclarl.. 0' the d.c.d.nt alllr the ..plratlon of any ..tal. for Ilf. or for y.ar., the Co..onwlalth h.reby e.pre..ly r...rv.. the right to appral.. and a..e.. Iran.fer Inherltanc. Ta... at the lawful Cia.. B (collat.ral) ral. on any .uch fulur. Int.r.lt. PURPOSE OF HOflCEs PAYftEHT: REFUND (CR): OBJECflONS: ....IN ISTRAflVE CORRECTIONS I DISCOUNT I PEKAlTVI INTEREST I To 'ulflll the r.qulr...nt. of S.ctlon ZI~O of the Inh.rltanc. and E.tal. Ta. Act, Acl ZI of 199~. (1Z P.S. S.ction 91~0). Detach the top portion of thl. Nollc. and sub.lt with your pay..nt to the Regl.ter of Will. prlntld on the r.v.r.. .Id.. ""ak. check or eon.y ard.r payable tal REGISTER OF MILLS, AGENT A r.fund of a ta. cr.dlt, whIch was not reque.ted on the Ta. Relurn, .ay b. r.quI.t.d by co.pletlna an MAppllcallon 'or R.fund of Penn.ylvanla Inh.rltance and Estat. Ta.M (REV.1S1S). ApplicatIon. are avallabl. at the Offlc. 0' the R.al.t.r of Will., any 0' the 2S Revlnue DI.trlct Of'lce., or by calling the .p.clal Z~~hour answ.rlna ..rvlce ~ber. for 'or.. ord.rlna: In Pennsylvania 1-800-36Z-Z0~0, oulsld. Penn.ylvanla and within local Harrl.burg ar.a (111) 181~809~, TOOl (111) 11Z-ZZSZ CHearlng l.palr.d Only). Any party In Int.rest not .atl.fl.d with the appr.I.I..nt, allowance or dl.allowanc. of deductions. or a..ess.ent of t.. (IncludIng discount or Intere.t) a. shown on thl. Notlc. .ust object within sl.ty (60) days of receipt of this Notiea bYI ..wrltten prate It to the PA Depart.ent 0' Rlvlnue, Board of Appeal., D.pt. Z810Z1, Harrl.bura, PA 17128.1021, OR .~el.ctlon to h.v. Ih. .atl.r d.t.r.ln.d .t audit of the account of the p.r.onal r.pr.s.ntatlv., OR ...pp.al to the Orphan.' Court. Factual .rrar. dl.covered on thl. a.sel...nt should b. addr..sed In writing tal PA nepart..nt 0' R.v.nue, Bureau of Individual Ta.e., ATTN: Pa.t A".s'.lnt Revllw Unit, nept. 280601, Harrisburg, PA 11128~0601 Phone (117) 717.6S0S. See page S of Ihe bookl.t MIn.tructlon. for Inherltanc. Ta. Return for a Relldent Dec.dentM (REY.lS01) for an I.planatlon of ad.lnl.tratlvlly corr.ctabl. .rror.. If any tax ~ I. paid within three ()) cal.ndar .onths aft.r thl decldent'. death, a flv. percent (SX) discount 0' the tac paid I. allowed. The ISX tax aana.ty non-participation penalty I. coaputld on the total of thl tax and Inllrl.t a..e...d, and not paid b,'are January la, 1996. thl flr.t day a'tlr the end of Ihl ta. aanl.ty p.rlod. Thl. non.partlclpatlon penalty I. appealabl. In the .... .anner and In thl thl .... tl.e p.rlod as you would app..1 the t.. and Int.r..t th.t he. b.en .......d .. Indlc.t.d on thl. notlc.. Int.rest I. ch.rg.d b'alnnlng with flr.t d.y 0' delinquency, or nine (9) .onths .nd on. (1) d.y fro. the data of death, to the d.ta of paye.nt. Taxe. whIch boca.. d.llnqulnt b.fore January I, 1982 bear Int.r.lt at the rat. of .Ix (6X) p.rclnt p.r annul c.lcul.t.d at . dally r.t. 0' .00016~. All t...l which b.ca.. dellnquant on and after Janu.ry 1, 198Z will b.ar Int.r..t .t ft rat. which will vary frol cal.ndar y.ar to calendar y.ar with Ihat r.t. announced by the PA n.part.lnt 0' Rev.nue. Th. appllcabl. Intlrl.t rat.. for 1'8Z through 1997 ar.: '!.!!! Int.r..t Rat. Dally Inter..t Factor !!!! Intlr..1 Rllte Dally Inter..t Faclor 1982 20X: .000S~8 1987 .~ .OUZO 1981 16~ .000418 1968.1991 11;( ,OG0301 1980\ ,,~ .000301 1992 .~ ,GOO20\7 1965 UX .G003S' 1991.1994 7~ ,OOO19Z 1986 IU .Oaa27~ 1995.1997 .~ .000l0\7 ulntlr..t I. c.lculat.d .. fallow.: INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "Any Notlu IUUlld .fler the t.x boca... d.Unqu",t will refl.ct an Int.r..t c.lcul.tlon to flft.an CIS) daYl b.yond the d.t. of the ..S.l.."'t. If pay.ant I. aade .fter the Int.r..t co~ut.tlon data .hown on thl Notice, additional Int.r..t .u.t b. calculatld.