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HomeMy WebLinkAbout96-00559 , - - . ~ . o Z ..... o CD .. o .. VI ..... ~ b/"'" (II ,:',j t I I. 1\ l' .1" I I' ^. .,1\0 ~""l\''' 1J.\ PETITION "'OH PHOBATE :I11t1 (;I~ANT OF I.ETTEHS <<:91 - c/1o - ;';;5"; ;\ill, III: . /'I'('l'tHI'tI. ,"O('''a' .'ltt'lIftl)' So, ("~'e --:'~~.,.' t--1.~'.\ Ih'I'I'I<lO' \\,,11,1011"\' , 'II ('tlllllly III Qt\nlt)'''~'~'~..':._. ill I ilL' ClI11l1ll011\H':111 II 01 Pl'lIll\yh'ania rhl' P"'lillon 1111111..' 1IIHkl..i~llI..'d 1l'''PL'I.'IIUIl\ Il'JlIl'''"'lIh ,h:lI: YOIII pl'liliolll'II'I. \\110 j.. ,Ill' IS ~L'ill" III ;(gl'111 "hll'l ;!lIlhl'l'\l'l'1I1 hlfCC." __ lIilll1ed illlhl' Iii" \\illtlf 1111.' ;lh,~~l' drl"\,'d~'IH) dal~d ,__ ___________.19_______ alld ",,,,,,.,1(,) dill1d j.[\.(/rlr..'r....t_ ." I'i~'( \(,A,':1 ~ \( / I. f\b I I. f' (, kJ.. J1R^JL~I.l~j~i1~"=--== 1",lI~' fd~'\,It1' ~!I~!Illl\'.l11...." .'~ f,'J]llIl.'l.lllllll. ,k.,rh "Il""',.llhn, 1.'1(,1 Ik<<'lId"1I1 "ii, dlllllkikd ill dealh ill .l'J'(f, If'!' /lJIiI/J;. ~. ~ ,_.. _ <.'lllllllY. I~ellll,yl\"allia~ 'rilh "15 _ la,1 falllil, III I'lilldl'j'1 I~,id\'lt~e a/'I''''4...1 hI-, ,'\._".J:.__J>iJi.1L1UL !.. .Iff __u ____ _.. J.f1l"lj'\PJ;f.J t..:t'-uu ~.____.~____ nil I I 111" '"n'I, 1I1111lbl'r .111.\ llHlIIdp.lhl\ I Ikl""lId~IlI.lhl'lI 'z ~:~u._ year.. of apc, died \~l_~_,__ _L 't.- \.1 ___._______~__, 19-2L, al nO,-I) I:""" __._____ I:\\.'I.'!,I ;1'. hlll~m,. dl'\.'l'dclll did 1l11llllarry. \\a"1I01 di\'orl'l'd anu did nnl ha\'c a l:hild horn or "dopted ~:~~~,rll~'I~::~l~:::~'n._~:_~.~_~l~~i.II__~r_fR(}.JJll~'h~l~_~;. :i~~I.~~~:_~.i.~'lill_l_ t~I~~~)~lg al1~ \\'iI' ncn'r adjudicated Ik..:\.'IHh:nl al liltalh lmlll.'lI PIOl'l.'lly \\ilh c..limalcd \<11\11..'\"... t'olhm...: (If dllllli,'ikd ill l'a.1 All pel'"lla! plllperly (If not domil'ikd ill POI.) Pcr\onal pWflcrlY in PClln"'ylv;lI1ia (II nlll domil.'ikd ill Pa,) 1'1..'I'lHlal propcl'lY in County Vahll' III "..'all'..,lall' ill P~'l1n,yl\allia_ ,ilUal,'d ii' IlllIll\\\: J tit-, \'~ t. . \!.'hliU' !t~'-=-~_l fiLl S ..).L'uWJ.1 $_ $ s 11iL!L__15. , () lid , \\ IILKI.IORL pelillllllell'I 1~,peell,"I\ 'eqlle'l~'1 Ihc "l\lh~le llf Ihe la'l will and codidl(,) I'le'enl~d ,,,''''''"'' allll The g,alll of kll"I' )/u~, Il:JULNIA.f:" y._~_ , ti~"I.1111CIII,"\. ,hllllllll_ll.llhl!l ....1.01.; adllllllhlr;lIioll d.h.Il,~',I,a,' Ihl.'11111. " -,- , - "" ~~ \ ,-" 5-...JJrL _'l('llkiL" L /Ill d 1\ }- I <!. /.!. Ll .5 J.I /'i; . N .J: 12 r i/(,' " O~LN()1L'/~/=:'. PtI A ,.IF. , S""' ,~"-I eJ_ --J I ~ ....;..~~_,:.~_,"(!" ~_. _-f. L ~c~ .1 ~I C'l.Lf>/JNJ:H....J..I.L S .lll.\}i_!~ Y-'-NftftLV"::- _ J'v.-J'lJ'.1(,/\!: ,I____l~ ~ I, ' -- '- '. ; OATil OF PERSONAl. REPRESEYIAI'lVE CO:\I:\10\WEAI.T11 OF I'(.::\:\SYI.Y A:\IA I J'. ss Cot\TY OF CUMBERLA..NQ.._____ ___ 1 hl' I'l'llliolll'lbl ahoh'+II.lIIh..'d "\\..';11(-.) ill i1f1irlll('llhal lhl' 'lah.'I11\,'I1" illlhr forl'going petition are II Ill' ,1Ill! .:lllll'.:1 10 I Ill..' hl',lllllhl' "'lhl\\h.'d~1' and I'did or pl'lili~lI1l'I(') amllhat a.. pCr\llllal rcprc\cn. lilnh'(',1 LII thl' ;IboH'\klo.'l'dl'1I1 pl'liliolll'II') "ill \\dl ~lIld (rllly admini,tcr tlu.' ..:..I:lll' ac,,'urding (ll hi\\'. S\\Plll Itl III allilllll'd and 'Uh'l'llhl.'d h ~~~~~:{,_li:c.iI..L':--_---- :r, hel<'I,' "'" 1111'/) lIjTH((-. d." ", .;,Y~('''c:Lr~_ .A.(!.../2u..,,",._ ,._____._ ~. '-71.1 JUL Y(' Ij _ rf-.>II1'.lL~!iII,Y'f _ u _____ ~ I 5 _ 1/ L1 /jd.L~R/tt~~~ /,ll.. - ~~~~~[f(r- ---~=-=~--== ~ Thi~ j, 10 {1'I I it}. Ih.1I till' illl.'Illl.lIi'lll Illlt ~l\(111' \'lllltIL "'I'll,! IttHll HI .'lll'lll,d u'111I1l.lfl '1I,lt.1I11 ,lid)- '1" . I I ,..,III..I"",'.,'J--\"It"ti" ''\r,ltl \ll.dHI,jllJ.,IJrlll.t.ill',l11IIlHlIlldlll.l: I.tll'.i1 Hq;t"lr.lr Il'IIJI.~!IU ten, hdtt llll d willi lilt' ,I... WARNING: Ills IIIcgallo dupllcala Ihis copy by phOloslal or pholograph. hi' "" till' ".lldhll. ,{ '(11) /J ~- (..?;~''( "::'e?",:,"'" '7<- '''.-.............. ,.,.:\~\IH CII fE'';'' /.~ - '-- ,"1" ,.I.~....~,/ ~'I;' '%\~' /,.., " "~oj \~" ". i'" I l..J .i"; \ ,,\... , \~: ..., ...', "l , "'""" I '0.., '\'I~ . 'f,p ,,,-,,,,. .... 74fENl ~\ ~~/' ~~'..t.I!1't -), '. 'I' I 1 oj ,) ,', " [II . .. ,/lil I 2 1996 i\'1l I),lft. CotlllOH*EAl.TH OF PENNSYlVANIA. DEPA"IIlEHT OFIlEAlftt. VITAL RECORDS CERTIFICATE OF DEATH (Coronet) ,.,.. Olc&oun'..,"-cbt.lMl t, Walter .........." lJNOI"t'l'lAA - C ...."'1.......1lI III 1OCW.1lq.wf'Y tlUUalft I. Hale .. 210-22-3985' "AC101 OI:NHo..... ..,..,,,,. _0 .-.0 ~"o AAC('........UIlftaM,-.:Mlq.IC ~'I White --- ......""II\IlOoil-.... 8elor IIftftftAtl~~ SI.Iltor,,,...,.c.u.,1 OAlIOf'Dur"~.o.J""'1 I. July 9. 1996 75 lMOllllDlW ..... - 04101....'" .....~O"....I Sep.28,1920 .. CrtY. "'" Hampden .. llumnre p" 'ACl.rTl'JW4I1"'~"",.",,,,,1VrUr) 4314 Park St.. Camp 11111 ...," tr.._ Pit Ir.mJ ...............~ 'tl~~m~ur ...1lI...0 11~::r.J: ~.wu.....,.... .................*'*"'-l ~I Ifamden II> ... - ...HI ~rl AM ........' "..0 ::..-=-~., t,IQ'Hlft..........'f.,w.u,,~s...1WftIt , Rose Selle. .Dr HlOfIM.l,H'.eIolAA.IHQADOfdIISIM.~..., lClCcat t., nue ,'*"., .~ l llumnre, p" 18510 .... . .-- 16, 1996 lQHAIrAIUM" 011654-L "5~ \D '.() M 0.. \D ~ i-~ ~ 5 .., l' o c.~ "'u: a: VJ p, n t:: >1.>::J UU 6SS - 96 - ~G 00'1773 OOOOllNovcmbcr2l, 1994/RWS/GAB/39742 (2) One.half thereof in equal shares to my lilllowing lIie~es and nephews: WALTER KNI'ITEL, FRANK D. BEIER, SANDRA SPEAR, ELAINE WOLFE, IllANK E. UEIER, WILLIAM BEIER, RICHARD SEBRING, GWEN HOWELL, and MELINDA SEBRING. Should any of my above named nieces and nephews not be living on the thirty-first (31 st) day following my death, I devise and equeillh his or her share of my estate to his or her issue, per stirpes, living on the thirty-firsl (31st) day following my death, and in default of such issue then living, his or her share of my estate shall be added 10 e shares for the other named persons or their issue. ITEM V: I appoint PNC Bank, N. A., guardian of any property which passes either under this Will or otherwise to a minor with respect \0 which I am authorized III appoint a guardian .md have nUl otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to anolher li)r the minor's benefit. Such guardian shall have the power to use principal as well as income from time III lime li)r the minor's support and education (including college education, both graduate and undergraduate and tmde school) without regard to his or her parent's ability to provide for such support and education or III make payment for these purposes without further responsibility to the minor or to the minor's parent or III any person taking care of the minor. ITEM VI: I nominate, constitute and appoint my wife, DORIS BEIER, Executrix of this, my Last Will. Should my wife, DORIS BEIER, fail to qualify or cea~e III act as Execlltrix, I nominate, constitute and appoint my wife's sister's children, LINDA FICKUS and SUSAN FICKUS, Executrices of this, my Last Will. ITEM VII: I direct that my Executrix shall not be required III give bond lilr the faithful performance of her duties in any jurisdiction. IN WITNESS WHEREOF,I, WALTER C. BEIER, have hereunlll set my hand and seal this S-'jl, day of D,.t<_. ~".. , 1994. ,; , w. 'r. /. '- . .' t ( I\., I . :).. (~'. , (SEAL) Walter C. Beier .' , COMMONWEALTH OF PENNSYLVANIA 'l COUNTY OF I.ACKAIIAN~^ J ss: l,inc1n FickuH nml Susml Ficl<us being duly sworn according to law, dopo,o, .nd "'y' th.t l h. Y-i'rt. ":xt'cutTict's of tho E,lato of \~AI :1'EIl C. IIImm lato of ___J!'!!!!Lx.h'n ol~".ll!l~__ , Cumberland County, Pa., doceued and that tho within Is an lnvontory mado by t.i nd" Fickufl "nd Sus.,n Fickun , tho .aid Executrices of tho entiro OIt.to of laid docodont, con,i,ting of all tho pononal prop.rty and roal o.tato, oxcopt roal o.lato ou"lde tho Commonwealth 0; Ponn'ylvania, and that the figure, oppo,ito .ach itom of tho Inventory reprOlon~ it'. fair value a. of tho dato of decedent', death. APRIl. 2 19 97 },. .1 . /'/ '/ '~J '-y Ilfl'a -' ~r /('/ IClt .J- Executor. Adm:nil'".'or (' LINDA P~CKp,S &{..~v 7-./~~ ,L_.l . SUSAN PICKUS 11]8 N. Irving, Dunmore, PA 185]0 Adduu Sworn to and ,ub,cribed beforo me, ...... ',.)17Vlt '" \ ~t:..a)f)r-.,- Nolarlal Sool Shoron A. Jockson, Nok1lY Public Scranton, Locknwanna County My Commission E,pires Aug. 21. 19 MEmber. Pennsytvania ASSOCIation of Notaries July 9th 1996 Date aT Death O'Y Month Yur INSTRUCTIONS I, An inventory mu,t be filed within throe months after appointment of personal represonfativo, 2. A supplement lnvoniory must be filod within thirty day' of discovery of additional asso". 3. Additional shee" may bo attached a. to personalty or realty 4. See Articl., IV, Fiduci~.j.s Act 011949. '" <;: 0 I ..... 0 '" I ..., "" 0 . r- c: ..-. /"'~.. .. ~ ..... ':.J \.j <t P- '," <lJ .c Ul C c :>- ) .,; 0 >- 0 +> e Cl .. <lJ '" ... w E-< ~ '" ... " III ...:l Ifl ~ w ~ " ) Ifl l1. 0:: c u .. 0 0 V1 ro:I <lJ " '" <lJ ~,; I 0 w '" w .... 'tl C " +> \D l- I l1. ro:I l1. Ul co ... ...J LL " 0..... '" Z '" 0 III e l1. LL ...J III . :l: I W 0 '" w ,I ,::. ): '" X ..... > '" :I: N I z u -;; 0 I z 0 c ~ 'tl III V1 Z 0:: 0 .. 0 '" '" ro:I U .... III Z w .c 0 l1. E-< -0 ~ c U '::1 ~ " '," . I -.: 0:: P- ):, 0 " ..0 -0 .... o. J! E .. 0 0 .. ~ 0 II ...J U u:: co Inventory of the real and personal estate 01 WAI,'\'lm C. ImlBIl deceased 1. Ileal Estate - 4]14 Park Street, 'I'a.-mshin of lIamrden, County of Cumberland, Pennsylvania (Deed l>oak 0, Voltllrc 22, Page 461) Sale Price 110,000 00 ],829 00 27,245 41 5,270 90 ],074 55 1,250 00 4,879 50 1,102 90 66] 16 2 50 100 00 14 97 14 264 30 30 61 7 58 158 00 1,076 00 1,197 94 400 00 75 00 2. Cash in decedent 's rossession. 3. Harris Savings !lank - Savi.ngs Account No. 04-50-003410 Date of death balance, plus accrued interest. 4. Harris Savings !lank - certificate of Deposit No. 04-58-273714 Date of death balance, plus accrued interest. 5. Harris Savings ~"nk - Checking Account No. 04-00010548 Date of death balance, plus accrued interest. 6. 1983 !luick LcSabre sold at Auction - Sale Price 7. Household Goods - sold at Auction 8. Cash in decedent's wallet and residence 9. Myers-Harner Funeral Home - burial account refund 10. AC Delco - rebate 11. County of Cumberland - burial allowance 12. The Reader's Digest 1\ssociation - subscription refund 13. Novus Services, Inc. - refund 14. Bankers Life - premium refund 15. 1\lIState - automobile insurance refund 16. Bell Atlantic - credit balance refund 17. AllState - homeowner's insurance refund 18. Sterling Silver - Specific Bequest - Item IV(A) of the Will. Appraised value 19. PNC Ilankr N.A. - Interest Checking Account No. 51-4000-3708 Date of death balance, plus interest 20. China - Specific Bequest - Item IV(A) of the Will - IIppraised value 21. Crystal - Specific Bequest - Item IV(A) of the Will - IIpprais(xl va I ue 'lUl'1\L 160,642 46 1,5 JII. II) INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONW,..,.OIP!NN""AN" (TO BE FILED IN DUPLICATE Df'....TM(Nf 0' Ilv(NU( 21 .A.",mb. wn:"0601 WITH REGISTER OF WILLS)c()u~j~!_COJl_E. ole DHt" NAM( llA!.. 'IU . AtiD 1oI100lllNltlAII Diet H41\ O""llH "O[:I(U B1':lIm, W^I.'.'Jo:II C. 4114 Park ntn'l~t 'OC'A, \[CU"" NU.'" lOA,TCiDiAiH-jOATiOTiiiiti--'- Cnmp II ill, P^ 17011 210-22-19115 7/'~/<J6 _.'!!211/20 c'"Mpo,_\:JJI'llllillJ!!\NIL_ ,., "'<'hh ''''''''0 "0'" ...., ,...",.".., ..,,,, ...."., ,0e'A' \[CU"" NO.'" 1:UN' """'0 1\[' ".,IIUC"O.." rn 1. Original R.lu,n 0 2 Supplemental Relurn 0 J Remainder Relurn (fof dOl., of death prior 1012.13.821 05. F.d.ral E,IOII To.. Return Required ~tV.lSCO.U. 17.041 ... ... ","''' ua:W .....u xca u""' .... .. '" o 40 future Inl"'" Compromiil (for dOIU of dealh altor 12012.821 O,c,d,nt Died T.,to'l 0 7. Oec.d.nt Mointo;ned 0 liying fru" (Anoch copy of Willi (Anoch copy of TrusII ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO.~.. .,; '.h.'1 r:,' \,,>.;t.; ..' NA.MI CCM'UII MAlllNQ ADDlllU Richard W. Stewart, io:sq. .Johnson, Duffie, Stewart & Weidner IIlll'ON".,MIU 301 Market St., P. o. Ilox 109 761-4540 ICIlDvne, P^ 17043-0109 (15) (16) (17) 160,218.65 Discount Inlere" + 736.84 ~..~~, ~ ... ffi c ... u ... a 04. !?'l6. limil.d ellal. lOR DAnS 01 DIATH AnlR 12/31191 CHICK HERI 1/ A SPOUSAL /t' POVIRTY CRIDIT IS CLAIMID 0 C.... /Ill NUMBER 'Hi YEAR O!i5(J NUMBER .... ~ffi "a .." Sf " c ;:: :s :> ... ~ u ... .. 1. R.ol E.,o" (Sch.dul. AI ( 1 ) 2, S'o,ks and Bond. ISch.dul. B) ( 2 ) 3. Clollly H.ld S'ocllPonnlllhip In'''... (Sch.dule C) 13 ) ..t. Mortgog,s and NOl.1 R'ClIi..-able (Schedule DI ( ..t ) 5. Calh, Bank D.polilS & Miscellan,oul Personol Property I 5 I ISch.dule E) 6. Jointly Owned Propeny IS,hedule F) 16 ) 7. Tron"". IS,h.d,l. G)IS,h.dul. l) 17 ) 9. Tolal Gran Auell Italal lines 1.7) 9. Funeral e..pen..s, Adminiurolive Co"s, Miscellaneous 191 E..penlll ISchedule H) 10. Debtl, Mortgoge liabilities, Liei'll (Schedule I) 110) 11. T 0101 DedUCTions (Iota I lines 9 & 10) 12. Nel Value of Ellole Iline 9 minus line 11) 13. Charilabl. and Gov.rnmental BequeltslSchedule J) 14. Nel '1011.10 Subject fa T~1t (line 12 minulLil'le lJ) 15. Spousal Trenlfors (for dot.. of death aher 6.30.941 See In"rucllonl for Applicable Percenlage on Rever.. Side. (Include volues from Schedule K or Schedule M.I 16. Amount of line 1.1 la..able at 6% rate (Indude 'Iolues from Schedule K or Schedule M.) 17. Amount of Un& Ulal'obl& at 15% rate (Include \lolues from Schedule K or Schedule M.) 18. Principolla.lt due (Add IOIt from lin.. 15, 16 and 17.) 19. Credill Spoulol PO'l&rly Credit Prior Paymenll + 14.000.00 _ 8. Tolol Number of Safe Clposit Bo_.. '::!:'"I 11 0,000..110 50,542.46 33,166.09 33,361. 25 128.66 I B) 193,708.55 " c ;:: '" ... :> .. :Ii c u >< '" ... 1111 33,489.90 112) 160,218.65 113) -0- 11JI 160,218.65 )('-= -a- x .06 ::I -O- x .15 = 24,032.80 I1SI 24,032.80 (191 14,736.84 (20) (21) 9,295.96 121A) -a- 121B) 9.295.96 20. If line 19 il greater than line 19, enl.r ,h. difference on line 20. Thil is th. OVERPAYMENT. ao Check here if you are requesting a refund of your overpayment. 21. If line 18 ilgreater Ihan line 19, enler the difference on line 21. Thil is Ih. TAX CUE. A. Enler the inlerest on the balance due on line 21 A. 8. Enler the tOlal of line 21 and 21A on line 21B. This illhe BALANCE DUE, Make Check Payable 10: Register of Willi, Agel'll >- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ~ ~ 'J~der plnalties of perjury, I declare that I hove uamined this fllurn, including accompanying Ichedules and slolemenll, and to the belt of my ~nowled9' ond belief, . .s true, correct and complele. I declare that all real eslale hal been repartee allrue market 'Iolue. D&c1arolion of preporer olher thon Ih. personal represenlati'le is ,c:"d on all information of which preparer has any ~nowledge. ..(.. "';U-I.O~ 'I-SONfU'ONjfllf 'Olt '"I~Q I(TUIN AOD_fU II l H N. I nll nn OAf( ~. . If.( ~.. T<t', ~',; ..... 18"101 II l'l 7 ' .. ....- ,.'. A ~ .' ~ Dunmore, P^ ) ---=-1 'l ( . ~,^T::'..! "'''''.~' OT~;. AN lu,,~~ut'r~.\, 301 ~larket St. P. O. I10x 109 OA" , . . . . 7,::..:..Lh .:. ..A. ~_._ u .._mu J':'n1QYl1,!,'L.P!l..!.7043-01!1.2__________1 / I I. / Richard Iv. Stewart, Esq. , r--"'~-- ------ -----.------.- . U!i (l(I',A/II"'UH or HOllSl"U .ndUflt'J\I'(ll~Uor"'IUI U"IIII., '1',1'1 U}f.., SEIll[M[/jl S'AI[M[JII 111l11l1() -, SECURED LAND I "~'I"" TRANSFERS, INC. ----. - 1I1YI'E or LOAfl 3000 Markot Stroot ll).~ '11A lllfMIIA J IICOtN UPjlrl5 Camp Ii"', P^ 17011 ~U"'^ (, I IcorlY 11'0; 6111111\11.'11(11 Il.lOAIUIUMnrn Pllono; 701.7744 103319 6119757 II MOIII ItIS C^~[tjQ' 441-535'1620 C IIOIE This 10lln is lurniulCld 10 Ulve you Q .talemonl 01 nelval $OUrell1""l cosls Nn()llllls """tllu Ami bV Iho ulllenllll1l D\)9nl or, sho",," lI.r"s ,"31~.t1 '1110 C I' w". pQld outsid.lh. closing. Ihoy n" ,hO~1l halO lor inlOlmallonallJwposns nmJ nro noltncluded In tho 101.,1, o "MAE N'UA()(.Jn[5S Of DOnnowER E. "^ME .vm/lO(JfI[SSOf SEllnl r flAME AUOAOOJlCSSOflCfmEn Blnir C, WCGcoe Linda Ficklls Norwest Mortgagc, Inc, Linda M. Weakland SlIoan FickllO, Executriceo of the Eotatc 2900 Prenidential Drive of Walter C, Deier Fairborn 011 45324 Q rnorEnTV lOC^,IOtl 1I,5[IlLHmHAG[fH: I. &Hll[l.IUlI DAlE: 4314 Park Street Secured Land TrannfQl"G Inc. 02/14/97 Hampden Township f'lACE OF SElIlEMEPH: CUHBERLJUlD County 101 Schoolhouoe r.lechallic3burg PII 17055 ... SUMMARY OF BORROWER'S TRAIIUAeTIO": K.lJUMMARY OF 8EllU'S lnArISACTlOtl: 100 DROSS AMOUtll DUE fROM BORROWER ~1lO OROSS AUOUIII DUE to SELLER 101 ConIIDCI14!es ~lfic. 11UUUO,UU 401C;OlJlracllillolJlIICe 11UOOO,OO IU POISOfl.lllprOfltrl1 4Ql1'erlollalpmllflrlv I~J 58111f1mOlll ch.ltgos 10 bOIlOWD' (hue 14001 6167,U7 'OJ ... .,. '" ." Ad/Uslmenl,IOI ilom, POIid by 10tlOl I' adJ3ntO AtlJuslmt'lIlslot itoms pllid by ullol III ad..."nce IUC1I11Tollmu_ " 40GCII,fto'llonl.1' " lor COUIlI, bl " 40r COUl'lyl~. " ICt Anon/llenl. " 40. Anonmenlt " 1O'J lI~hool ~/971006/3U/9~ 3'/2.45 4M IIchon1 U2/14/9"lIo 3'/2.45 110 KCC/8ew: fa en OJI jl 4U,jj 4\0 KeL/SeW::O;~Ulq ena UJ/Jl 4U,jj '" '" '" ... 110 OROSS A"'QUIIT DUE FROU BORROWER 116587,85 410 aROSS AP.lOUtlT DUE TO SEllER 110420,78 1~ AUOUlns PAID BY OR ItI eUIALF OF BORROWER fHlO REOUC1IO"S IfI AUOUPIT DUE TO SELLER 1" Unp<)!,il or namesl moooy iU' 0,00 !t01 [.eoss d1'!pOS11 (SilO insl,uc:lions) la1 Plineipol anlOUnl 01 hew Ia~(sl lU4H",OO ~1 801110111(>111 eh:lI(,jos 10 s01l0r (hno 1400) lU1', "U m (x.shny !annelllnkon lubjoc:IIO !.Ol E.i~I.IY Io:m(s) l:ikrn subjOc:IIO ,,, ~Ot ""yoll 01 fllsl f.tOll[,.,go Lo:!n NONE '" '.tI..1'''~''11I (II !>"cl"td MlJIly"yo lonn "" !oil" ,or "" '"~ '" '"~ '" Ad/Uslmonlslor iI.ms unpaid by sollet Adfullrnonts IOlllems unpaid by sellor '10 Ci11flo,," I.. " f,'oC,t,/Io..nl.n " III COVl'Ifyu. Ul/Ul/~'/" Jl/H/~, 2U,iq 61' COUn1rtlU Ul( 011 ~ '" Ui/lq I~, iU.i4 "'Assassments " .11 AueUtnell1l " '" lS~hool " '13 nd,O<'l " '" ... '" '" ,,, .., ,,, '" 'oo ,.. '" '" no TOTAL PAID DYIFOR BORROWER 107326.24 "0 TotAL REDUCTIO" AMOUllT DUE SELLER 12246.04 :)00 CASII AT SETTLUIEflT FROM OR TO DORnoWEA ~ CASH AT SETtlEMENt TO OR FROM SELLER 'al OIC" IlIOOUnl duelrom bOllowot (hne 120) 11.,," I."' tl:ll Gross amounl duo 10 sollor (hne 4201 11UQiO, '/U 301 Loss arnounl paId byllol bOllowor (hne 220) 1U7J26,24 (,OIL,n "ducllon omounl due se!lor (hno 5201 1UQ., UQ ,OJ C""IDO FnOlAl III TOl BonnOWEn 9261,61 ", CA'"IlXl TOI II J FnOlAl'EllEn 98174,74 " I. I \./1 ...... , ( I /) OVYOI01 O""OWflftSign.'la'o Sollct',S,gll,'hIlO . . US OlflAH1MnlT OF IlOU51UO AIm UllIJAfI nlVHOl'l.1UH Slllll/.lUII S'^1lI1UII 01.111 Ill) ~1j(1l DiG ,. , . "IJ" , L. SETTlEMElIT CIl'nnEs 10]3019 .'ID fRO" IIAiDl"f6~ : . ,., fOTAllAUlllnO,u,n', CDI.lUIISIO" b......n plln' 110000,00 '/.0 aOAnOWtR'S IjllLtll'fI 111~1'oOtlllICOlIIIIl1"I()IIII"llt'tl{Jlulol"'I"'" 'rot"I : $'/, '/00,00 fUl105AT fUIIOS AT GlTHEUtrn "["HUlIn 10' 1 ]025.00 ,. IJilCkGilU9hcIl Heal tor . 1 ]0'/5,00 I. - -CeilCiii'y:-21tltThc IIcr;;;--- .. '02 , 10' e.mllmU~Wl (1;111'.1 !i.IIII1/Jlllnl '/'/00,00 , .__._~-,_.. ---- ,---,,~ 10. ~"l Inl,l. PAUIU III COtltUCllDU WlllllOAtI -_._-- .- ------ , 11111 10.111 OIUJIlMhtWl rUd ... ._-----_.-. -,- 10..! IIMIII)l~tllulll -----"- -. --.----...----.--..-..--- "---- .-+.--- --_..- .-----.---,,-- .-----._------- ,. IOJ ApPI;llul rulo Mlchacl Connor 2~15.00- lOt CuuM IllIIIO/llo erodeD 50.oei AO\ t omhll,ln'llfCllOll fOd 106 MOIIU.1u.1nlUfolllCe AppllColhon FI.lo a07 ^""'"fllooF.. e.lll Doc. Preo. Uonwnt f-lortgac: e Inc. 50,00 WJ Tc'lx Servo tlorwent !.lortctOo-e Inc. 9G ,00 810 f-la11 Fee 1I0rwcDt Mortgaqc Inc. 20.00 lSlI ["load Cert Uorweut r.lortonc 0, Inc. Hi.OO uon ITEU, REQUIRED BY LUlDER TO BE PAID III ADVAflCE 00 I InlOla.1 ham 02/14/97 1002/20/9'/ "I 20\. J2/d.y ]64,80 001 MOIIOllo.ln,UI,Inca Pfllflllum 10. 1110 Iii tlonwnt r'lort9!!9c, Inc. 2298,3U' '.(0) Haurd InluranCl p,.mllltt\ 101 1)11 10 1$217.0/0 POCl "" Conun1tment VIS,lo Uorwent r"ort~e, Inc. 50,00 OO!! Buvdown riorwent I10rtnnne Inc. 2457.]0 llXlO RUERVES DEPOSITED Wlttt LUIDEA FOR lOOIIl.1I.mtIn51l1,1f\Ce 4 mo os 10. JoI /ruo '/2.56 i;';.i}"">~: 1001 MOIlg.11l0 Inlulanca mo,DS '12,56 Iltill \00) CilvlTDwnloll mo OS ''''0 'U/~';:ii5 10lU COI..1IVliU 14 mo os 10,'/1 ,'mu 261.94 h~ ',C' iI' CO!! A".umlnll mo os 11110 1006 SChool tax 9 mD OS 01.6] Imo 7]4,67 i.','N::-:." :}~~ 1007. mo os IrHO "'" AaarAn;ust 1M os (mil -265,28 I... 'c'......;,:. II1Q TITLE CIIARGU 1101 Selll..mtnl Dt d0511l0 leelo 1101 Ablllocl Of 1111. 'Ialch '0 110) Till. 8.uminalion 10 lllU Tltleinlllt.1nceblO(lot 10 1115 OOCllmonl p.llpa,ahon '0 .iDS&W pec ISl Ill.. IIol,lIvloo, '0 Cash 5,00 5.00 101 AlIOIIIOV',llIIs 10 (_lelutl,n alJovo ilom' No ) ;. . '. ,.'",^." ,." .,' '. ,<.'.~~~. ,. ,'.~ ... 1I0l1 TIlI.lnsutanc. '0 Secured Land Transfers 025.00 (lIlcludllabov,lloms No ,) Ends. 1001300/6.1 },';.ii;.:/c~;1;.;'....\,1~<;.'f:t);~;~ 11ll') lende,', cavllag, S 104 440 1110 O'MlO'" covltagoS 110.000 1111 Mat 1 Fee Secured Lanrt Transfers 11,00 1112 D1Sh. Fee Secured Land Transfers ]5,00 IIIJ .'01.1 aOYERHUEfn RECOADlIjQ ,1'10 TRAIlSFER CIlARGES 110l ROCD.dll\g ,..,: Dud S 24 .00 MOIIOOlgo S ]].50 MllcS 5'/.50 11Il2 Clly/countv l.lI/slamp, DaedS 1100.00MoIIg.1g,,$ 1100,00 ~) Slal,loll/'lamp,' Deed $ 1100.00Mof1OJgiS 1100.00 ,"" IZ'OS RadonM1t1a EnVlror uest ]]7,50 ]] 7.50 IJOO ADDITIOtlAL SETTLEUEtlT CIlARGES 1)01 SurVltV 10 1)01 Peslln,pechon 10 Penn Pest, Inc. ]0,00 lJO) lIome 1'18rr. Amer can lIome Slneio ]60,00 IJO~ Home rnso. pee IBI lJO!I Raoon pec IBl IJOO TorAL SETTLEMEllT CHARGES (onlor OIl "'10' 10,1':lInl !.Oz. SccllonlJ4IOd KI 6167,07 12217,80 1...1.......,""11..1,......1...'.. ..__I..'...ll_~IA..,..IoII...U'" .t,.......,...d""".I....I.......I...It.'..ll......'........._lt...lnltl.1 $o.IlI,.......tll.I.......... 5dl~".."....IP....I...."I.'...I.."''''' ..'......., II.. 'V" to! ."'1........' ..............__1....1... ,..............,101....... ..I..t~" I.......", .....-"...1 """I." ~....."" ............ ......I........U .h, .,1....... 1<' ..~"....I" .."_.... '.....I~. ...,~.....t .............I.....t.II.I_..I..U...II.....~I.~ .. BUD CERTlflCATIOII OF BUYERS AIlD SELLERS 11"_0 '''ollutt IlMOwod \h.:I ltua.1 SQIlIom.e1l1514101"""11 011...11" 11041 t"",1 1;11 "" k/lO",ludgo atItlllti<<ll, 1111" lIuO and ,ucul,alo tl.a'~molll 01 ~q lOC"'I.I. /!Jul d1\I..".....nc.nl. '~~.3~~:~,~j;.;,.."~ 11.~::~"I"..."~",,d.""j!;~~:~t; ~ s.~......,.,. 11..,...'''......&1'1._ ",,,,,'.11... "dt,Jo.UI & I'"",. .~ I"MII ~I""'."" ".1-..1 ........1...... ................ 11_ ....I.........~Io... u...4.1 II.., I,...""~I"'" ,..............1 "'... u......II..I<O<l<1''''... .~ot........I., ..~..""I~.... ,*,,1, U'" "............ , ....._.;zfl /)J/drJ :.1 f,ylr, 1 no'. '. ~ IIYI10".. lilT) ESTATE OF -tir.)~ bSCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY COMMONWUltH or '(NNSi'YlVANIA INHllnANCI TAX .nUIN IUIDIHT OlelDIHT Ploa,o Prin'"a, Typo.. FilE NUMBER 21-%-0559 I3EIEIl, \~M,'mll c. (All prop.rty lolnlly-owned with the Right of Suntl"onhlp mUll b, dllClo..d on Sch,dul. f) ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. DESCRIPTION lIarris Savings l3ank - Savings ^ccount No. 04-50-003410 ~,te of death balance, plus accrued interest. lIarris Savings Ilank - Certificate of Deposit No. 04-58-273714 - Date or death ~,lance, plus interest. lIarris Savings !lank - Checking ^ccount No. 04-00010548 Date of death ~,lance, plus accrued interest. 1983 !luick LcSabre - sold at Auction - sale price Cash in decedent's possession. PNC Bank, N.^. - Interest Checking ^ccount No. 51-4000-3708 - date of death balance, plus interest 1I0usehold Goods - sold at ^uction - Cash in decedent's wallet & residence Myers-Harner Funeral Home - burial account refund AC Delco - rebate The Reader's Digest Association - subscription refund Novus Services, Inc. - refund Bankers Life - premium refund AllState - automobile insurance refund Bell Atlantic - credit balance refund AllState - homeowner's insurance refund Sterling Silver - Specific Bequest - Item IV(A) of the Will Appraised value China - Specific Bequest - Item IV(A) of the will. Appraised value Crystal - Specific Bequest - Item IV(^) of the will. Appraised value TOTAL (Also onle, on line 5, Reea itulatian) S (Anech addilionol 8Yt.. x 11" ,h.." if mar. .pac. it "..d.d.) VALUE AT DATE OF DEATH 27,245.41 5,270.90 3,074.55 1,250.00 3,829.00 1,197.94 4,879.50 1,102.90 663.16 2.50 14.97 .14 264.30 30.61 7.58 158.00 1,076.00 400.00 75.00 50,542.46 , ' DIAMONDS . neg/slered Appraiser Beman/ BarlitowJt'jl !)"c. WHOLESALE JEWELEIlS HI SmITH MAIN STR~:ET WILKES,IIARRH, PENNSYINANIA 10773 Phone (717) 1J23.7111 WATCIIES CLOCKS . Spoclo' Ordor Work In GOLD AND PLATINUM . If:WELIlY . SII.VEIlWAIlE . DESIGNS SUDMIITED TIlOI'IIIES . i".f1ifTc.. ,~ t""I/.T,~ C, B../'<.I/.. c;.. "~.PI/ r; cl(v$ ~cuTIl.; "- I I" ~ IY'., .Tllvl;"j rI&!~. jJ(/ '" /'Io,n e. 0 / r:..... ,~ I ,,,, " oJ 10 ,'I,J/n /f:WEI.IlY no XES , i PER CT, I AMOUNT 1. VALUE , NO. DESCRIPnON APPROX. QUALITY T~t_TOTAL , \VEIGUr , ---.. .-. '--- -u.se.:l'- - - I J:u;;z. ~~-::-;~~~i~~ -l~rw~I2~- J h. " 1l"J~--'_'<.; tJ 0 La. 7R... .1 . ' ~e.JlA.'U..._. ~ , g "L4cf!.....6.IlK S /'\ #'>J - M~ _A~e.....:-__ --~._- n '- ~ ,PIAtt: K"';lIes .:J{)':! '(, D' 0- I . Y 511tAp ~1J~5 '" '<00 .. I .H ~ f- . - .. It ;r;~ .Jf,MS II. .! .<~ ': , I if 1I1.hte .Ie 'hI ..At <;,J~u, LL fa ~ /t 6 :: I I I <{:.~IJV '/ LAPLe. .. ,I .56 - I 'I flnt I/lltilJle. (3orrr;.A ;A, ' ". I .1&/& .<0 - ; ,,~- - i I 511M2 SPo.,.. N":. '1 j "- I l~' I J,., ?4?1f~l~~A7e / ~ S,i.I/PI< ~12.~,( <1M.. Ii}, 'i} "J,AA' ; rI .]:'M.. 'I n -r11 ,- 1;0 ,h7"~ , I - --.... .---- --- ";'=-===-=~"7=.'--.-=-'-:=",;,;,:,;;,_ AP~RAISER..,.9f}"'~ , FEE PAID $....6.r/,~........ ~ ~tWt~ ~~ Tho loregolng Appraisal Is mnde wllh Iho undorstondlng Appraisal by G,I. . APpnAISAL CERTIFICATE that tho Appralsor assumes no Uablllly wllh respect 10 any acllon that may bo laken on the basis ol this Approlsal. /{&;r ~Q01'1'1't' Diamond Grading Graduate \ , ' . 9t . helen schwartz ... gifts ct~ F~ Illi Ylu'l1:/.~. ~ ~lJYIUI-l..(, Pc.... IrS-IO /n0A.d.J r:Z(,fl')?7, ~~~, J>~~ cf~ f d.uv.uM- f&:I;-4 ' if ;a~ P ~YV~~ ?~ t>~~~ / ~.L, /"l~ / ~ I~X/tlJ1t :/1 / . 1--- . ~~. ~ / ~ I:2X! /\PUJ / ~ li~ ~.....G /~ I ~~~J ~ atftich.L /duc-t./L / t~ . iJ:tUAAA--V d-~. - ;f -fHJ --;::au- , <f~~:/':J '~g4fkU](~/Y30'y 13 1",- t/3~1l:5t~ Scranton; Pennsylva~a 18503. (717) 342.8241.1,8 .637.8495 ...- \ . . I .. lI~l',lIlh .'111 iTATE OF ITEM NUMBER SCHEDULE H ~ul FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MI~CELLA~EOU~ EX~_ENSES PI.a~. Print ar. TVp! FILE NUMBER 21-96-0559 11~1::' Y" -~"".l'.".. COMMONWUIlH OF 1'(NN~nv"'w" IIHH.IU.t~CI tAr,). u,uu~ R(SIOIH1DECIDfN' BEIER, \~^L'rER C. DESCRIPTION A. Funoral E.p.n.... B. 2, 3, 4. C, 1. 2. 3. 4, 5. 6, 7. 8, 1. Prepaid Administrative Costs: Linda Fickus 193-42-4552 Susan Fickus 192-38-6952 1. Personal Representative Commiuions Social Security Number of Personal Repre.entotive: Year Commission. poid 1997 Allorney Fee. - Johnson, Duffie, Stewart & Weidner Family E.emption Claimant Address of Claimant al decedent's death Relotion.hip Slreet Address City Stole Zip Code Probate Fee. - Register of wills - Cumberland County Miscellaneous E.p.nse.. Cumberland Law Journal - advertise letters The Patriot-News Co. - advertise letters Register of wills - Short Certificates Register of Wills - file Inventory & Inheritance Tax REturn Les Connor - real estate appraisal North Penn Bank - Estate checks Kerry Pae Auctioneers - commission & costs - sale of car and household goods AllState - automobile insurance Sub-'lbtal fran additional Sheet TOTAL (AI.o enler on line 9. Recapitulation) (If more space is n.ed.d, In.." additianal sheets of sam. sl...) , AMOUNT -0- 7,400.00 7,400.00 200.00 60.00 67.30 15.00 25.00 250.00 35.22 5 2,467.48 107.21 15,334.04 33,361. 25 I t"""CXOHIU I I I I I I I \ I I I I ! I I j , I I I I D NO. AA 146814 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT Of REVENUE OffiCIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX .b lIYo1"lll(....1 ACN ASSESSMENT I'l' CONTROL ~ NUMBER AMOUNT RECEIVED FROM: a RICHARD W STEWART ESQUIRE lul ';Itl'I,VUU.l,.IU POBOX 109 LEMOYNE. PA 17043 ESTATE INfORMATION: ~ fILE NUMBER ~ 21-1996-0559 !:IJ NAME Of DECEDENT (LAST) ~ BEIER WAL TEA r. II DATE Of PAYMENT m POSTMARK DATE COUNTY S5N 210-22-3985 (fiRST) (Ml) CUMBERLAND DATE Of DEATH m TOTAL AMOUNT PAID ')1', ,000.00 CW REMARKS L1NDA AND SUSAN FICKUS C/O RICHARD W STEWART [SO CHECKll 110 SIGNATURE / RECEIVED BY I SEAL REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS ~ --.- ..-- - ~.. ..--..-- M.._~-JlQ.~ __ (.........1:. 15- , /I '/ - j(> COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INOIVIOUAL TAXES INH[RITAHCr TAlC DIVISION DEPT. 180601 IlARRISBURC, PA 11111-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR OISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RICHARD W STEWART ESQ 301 MARKET ST PO BOX 109 LEMOVNE PA 17043 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-30-97 BEIER 07-09-96 21 96-0559 CUMBERLAND 101 Anount R.nltt.d v ;~~ 119.1"/" &I. III.t" WALTER C 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 ~ iiE"v:i54'i-Eif-AFii-iCiF97Y-NciTicEuciTYNHEiiii'Aiicii-i"-A"x-APPR"A"isEilENT-,--AiXowAN-cii-b-lim-m--m----- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BEIER WALTER C FILE NO. 21 96-0559 ACN 101 DATE 06-30-97 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 reflect figures that include the total of Abh returns assessed to date. ASSESSMENT OF TAX: IS. Anount of Lina 14 at Spousal rat. US) 16. Anount of Llna 14 taxable .t Lin..I/CI... A rat. (16) 17. Anount of Lina 14 taxabl. at Coll.t.ral/CI... 8 rat. (17) 18. Principal Tax Due TAX RETURN WAS I I X I ACCEPTED AS FILEO I ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Estot. I Soh.dul. A I II) 2. Stock. and Bondi C Schadule 8) C 2) 3. Clos.ly Held stock/Partnership Int.ra.t (Schadul. C) (3) 4. Hartg.gas/Not.. Receivable (Schadule DJ (4) S. C.sh/Sank Deposits/Hi,c. Personal Property (Schedule E) (S) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schadule C) (7) S. Total Anet. 110.000,00 ,00 ,00 ,00 50.542.46 ,00 33.166,09 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expensa./Ad.. Coata/Hilc. Expenses (Schedule H) (9) 10. Debtl/Hortgage Liabi1iti.s/li.ns (Schedul. I) (10) 11. Total Daductlons 12. N.t Value of Tax Return 13. Charitable/Govern.antal Bequest. (Schedule J) 14. Net Value of Eatate Subject to Tex 33,361.25 128,66 (11) 1I2) 1I3) 1I4) NOTE: .00 X .00= .00 X ,06= 160,218.65 X ,15= 1I8) TAX CREDITS: PAYMENT OATE 10-03-96 04-03-97 RECEIPT NUMBER AA146814 AA185359 DISCDUNT It I INTEREST/PEN PAID (-) 736.84 .00 AMDUNT PAlO 14,000,00 9,295,96 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAlO AFTER DATE INDICATEO, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure propar credit to your account, sub.it the upper portion of thia for. with your tax pay"ant. 193,708.55 :'13 ,489 90 160,218,65 .00 160.218.65 will ,00 ,00 24,032,80 24.032.80 24,032,80 .00 .00 ,00 I IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED. IF TDTAL DUE IS REFLECTED AS A "CREDn" ICRI, YOU MAY BE DUE A REFUNO, SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS,) 15--/1 'I -16 BUREAU OF INDIVIDUAL TAXES IHtI[R1TAHC[ lAX DIVISION OEPT. zaDflOl HARAaSBURe. PA 1111a-a.Ol COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RICHARD W STEWART ESQ 301 HARKET ST PO BOX 109 LEHOVNE PA 17043 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 06-30-97 BEIER 07-09-96 21 96-0559 CUHBERLAND 101 1- Anount R."H hd v ;* 111.1'" II." III.tll WAL TER C HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifE"v:is'4i-Ex-AFi'--ioi-:9:ri-Ncii'"IcE--oi'-YNHERITANcE-YAinippRiiIsEHENT-,--ALi-owANcE-iili----m-----n--- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BEIER WALTER C FILE NO. 21 96-0559 ACN 101 DATE 06-30-97 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 reflect figures that include the total of abh returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Lina 14 at Spous.l rat. (15) 16. A.aunt of Lina 14 taxable at lina.l/CI... A rat. (16) 17. AMount of Lina 14 taxable .t Collat.ral/CI... Brat. (17) 18. Principal Tax Due TAX RETURN WAS: I X I ACCEPTED AS FILED I I CHANGED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Root Eatoto (Schodub AI III 2. Stacks and Bond a (Schedule 8) (2) 3. Clo..ly Hald stock/PartnershIp Int.ra.t (Schedule CJ C3J 4. Hortg.DeI/Not.. Receivable (Schedule OJ (4) 5. Cash/Sank Deposits/Hisc. Personal Property (Schedule E) {51 6. Jointly Owned Property (Schedule F) 161 7. Transfers (Schedule G) {71 8. Totel Asset. 110.000.00 ,00 .00 ,00 50.542.46 ,00 33.166,09 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenl.s/Adn. COlts/Hisc. Expenses (Schedule H) (91 10, Dobta/Mo.tgogo Llobllltl.a/Llona lSchodulo II 1101 11. Total Deductions 12. N.t Value of Tax Return 13. Charitable/Covernnental eequests (Schedule JI 14. N.t Value of Est.te Subject to Tax 33,361.25 128,66 1111 1121 1131 1141 NOTE: .00 X .00= ,00 X .06= 160.218.65 X ,15= 1181 TAX CREDITS: PAYMENT DATE 10-03-96 04-03-97 DISCOUNT 1+1 INTEREST/PEN PAID I-I 736.84 .00 RECEIPT NUMBER AA146814 AAIB5359 AMOUNT PAID 14,000.00 9,295,96 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your account, subnit the upper portion of this for~ with your t.x pay~ent. 193,708.55 :B.4R9 90 160,218,65 .00 160,218.65 will ,00 .00 24,032,80 24,032,80 24.032,80 .00 ,00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN tl, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR1, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIONS. I RESERVATION I Pt,RPOSE OF NOTICE I PAVft[HT, REFUND (CR J I OIJlECTIDHSr ADHIN ISTRATIlIE CORRECTIONS: DISCOUNT: PENAL TV I INTEREST1 J , : I~;' [.t.t.. of d.c.dant. dy ng on o~ b.for. O.c.~.r ll, 19a1 -- If any future Inl.r..t In the ..t.t. I. tran,f.rr.d In po.....lon or .nJoy..nt to Cia'. B (collalaralJ b.naflclarl.. of the d.c.d.nt .ft.r tha .xplratlon of any a.tat. far life a~ far vear., the Co..onw..lth hereby ._pre..lv r..erve. the right to appral.. and ...... tran.f.r Inheritance Taxe. at the lawful Cia.. B (call.lar.l) ral. on any ,uch fulur. Int.r..t. To fulfill the r.qulr...nt. of S.ctlon ll40 of the Inh.rltance and [,tale T.x Act, Act 21 of 1995. (7Z P.S. Section 9140J. D.tach the top portion of this Natlc. and ,ub.lt with VQU~ pay.ent to the R.gl,tar of Will. printed an the ~.v.r.a sid.. --Haka chack a~ .anay arde~ payabl. tal REGISTER OF MILLS, AGENT A r.fund of . tax c~adlt, which wa. not raqua.t.d on the Tax R.turn, .ay be reque.ted by coapletlng an "Appllc.tlon far Refund of P.nn.ylvanla Inheritanca and [.tat. T.x" (REV-UUJ. Appllc.tlon. ar. .v.llabl. at the Office of the Regl.te~ of Will., any of the ZS Revenua DI.trlct Offlc.., or by calling the .pacl.l Z4-hour en.warlng ..rvlce nuabar. for far.. ard.~lnat In P.nn.ylvanl. 1-8DO-36Z-Z050, outsld. Pann.ylvanla and within local H.rrl.burg .raa (717) 787-8D94, TOO' (717J 772-2ZSZ (H..rlng I.palrad OnlyJ. Any p.rty In Int.r..t not ..tl.fl.d with the .ppr.I....nt, allowanc. or dl.allowanca of d.ductlon., or a.,..,aent of tax ctncludlna dltcount or Int.r..t) a. ,hown on thlt Notice lllJ.t obJ.ct within .bty C60J days of r.celpt of thlt Notlu bYI --wrItten prot..t to the PA D.part..nt of R.v.nu., Bo.rd of App.al., D.pt. 2aloZl, Harrl.bu~a, PA --.lactlon to hava the aatta~ d.t.raln.d .t audit of the .ccount of the p.r.onal ~.p~a.ant.tlva, --app..l to the Orph.n.' Court. l1JZ8-10Zl, OR OR Factual .rror. dl.cov.red on thl. .....'..nt ,hoUJd b. .ddr....d In writing tal Pi Dap.~taant of Rav.nua, Buraau of IndividUal T.x.., ATTNI po.t A,.....ant R.vlaw unit, Dapt. Z8060J, Harrl,bu~g, PA 171Z8-0601 Phon. (111J 787-6505. Sa. paga 5 of tha bookJat Mln.t~uctlon. fo~ Inha~ltance rax R.turn fa~ a Ra.ldant Dacadent" (REV-150IJ for an explan.tlon of ad.lnl.t~atlvaly co~~act.bl. e~ro~.. If any tax due I. paid within three (lJ calanda~ aonth. .fta~ tha d.c.dant'. d..th, . flv. p.rcent (SXJ d1.count of tha tax paid I. allaw.d. The 15X tax .-na.ty non-pa~tlc1patlon p.n.lty I. ca~t.d on the total of the t.x end 1ntere.t .......d, and not paid before January 18, 1996, the first day .".r the .nd of the tft)( a."uty p.~lod. This non-participation penalty It app.alabl. In the .... a8lV'ler end In the the .... tI.. p.rlod .. YOU would app.al the taM and Intar..t that ha. been .......d .. Indicated on thl. notice. Int.r..t I. charg.d beginning with flr.t day of d.llnqu.ncy, or nine (9J aanth. and one (I) day fro. the data of d.eth, to the date of p.yaent. T.xe. which beeaa. d.llnquent b.for. January 1, 1982 bear 1nt.r..t .t the r.t. of .1x (6XJ percent par ennua calculat.d at . dailY r.ta of .000164, All ta_.. which bac... d.llnquent on and efta~ January 1, 198Z will bear 1nter..t at a rata which will vary froa c.lendar year to calendar ye.r with that rata announced by the PA Dep.rt..nt of Rav.nue. Tha appllcabl. Intera.t rat.. far 19a2 through 1997 ar.1 '!!!! Int.re.t Reta Dally tnter..t Factor !!!! tntere.t Rata Dally tnt.ra.t Fnctor 1982 ZOX .000548 19a7 'X ,0002'" 1981 16X .oooue 19aa-I991 \IX .000301 1984 \IX .000nl 1992 .X .000Z47 1985 13:( .000356 1993-1994 7X .000192 1986 lOX .000Z74 1995.1997 'X ,000247 ulnterast It calculat.d .. follow.s INTEREST = BALANCE OF TAX UNPAID X HUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlca I..ued .ft.r the t.x beco... delinquent will r.flect ftn Inlare.t calcul.tlon to fifteen (ISJ d.ys b.yond the d.t. of the .......ant. If pay..nt I. .ad. .fter the 1nl.re.t coeputatlon data .hown on the Nollc., addltlon.l Int.r..t au.t b. calculat.d. ._- '- -",-"--- ....'- ''''~ \. -, ,--.. " . I^W ornct~ . JOHNSON. DUFFIE, STEWART I.'l WEIDNER 301 MARKET STREET p, 0, BOX 109 LEMOYNE, PENNSYLVANIA IYP!f3~~IOD ~-"";; . :1 ~'I'If<.R1Se'.lf(r.. "1'1 \'70 \O/03/9Eo \7'~7 lSl;.\\~ .1 ;"T - '-' ' REGISTER OPF WILLS OFFICE CUMBERLAND COUNTY COURTHOUSE 1 COURTHOUSE SQUARE CARLISLE PA 17013-3387 \"?()\~-~11 _ 1."1'1."111..,."".,11.""."11,,,',1,,1,'11,.,,,,111,,,11 tr'"'~'~''''Jl'<?iIr'''' ~~ .'" .~ . ~ '. . , . , . ,. . " . ~-Ai . , ... . ;,...' , '. . : ~<"~- r.",'" . , (, ....: .. " .:) .' "i... I,' " .~- . , : ',t t ';'~.$' .'. "I~.' . t : ... ."" 4! :. ... . ...;,; ~ , '.. :..~. .:~ . ; , ". .~..; .:.~,:=.J.1 \oJ . .I...,f~.' . .,. " ......-. .. :-, ....' t. . .. .." ... .~, , ..,r.. ~i, '''-";,' . '. . . . I . ~!' .~' , - . ,., . 'r.. " .. , 'I' " ... \- ",-' ....,,~ .~.,.....-.-.~.. ---... ...---- . -.----..-' .. -""'---.e'--.. , ) ,. I i ~ r L {': f' . i' (U' " ~ c,.., ~::fi ,'.,~., TO Ilegister of wills Office Cumberland County Courthouse 1 Courthouse Square FROI\I Carlisle, P^ 17013-3387 JOHNSON, DUFFIE, STEWART & WEIDNER Attorneys at Law P,O. Box 109 LEMOYNE. PA 17043 SUBJECT: Estate of Walter C. Beier FOLD + No. 2]-96--0559 DATE: 7/21/97 Enclosed for filing in the July 25, 1997 filings are the following: 1. Original and copy of First and Final ^ccount. 2. Original and copy of Statement of Proposed Distribution. 3. Check in the amount of $144.00 filing charges. PLEASE REPLY TO . SIGNED Richard W. Stewart csh REPLY ..:'.... " ..-~ DATE: SIGNED n.order Item 'FUO Gt'1"C. PO 80. m... tt.1rt!ord. CT 06104 ~... CEGl,lW,PflnledlFlUSA rHI~; COpy rOH PEi1~_;ON fdH)IU~~Sf:U - . ----- ~~ -..-...~.~ 1.-. ...~.. ~ 0 I, (,) ~) c~ '. .~ gJ .:;',1 -., .! " l:;u.:. i~ . ,:' a: .'" 'u" .... ':::J 00 . !t ffi ~ ~ ~ ~ ~ s ~ I mil ~ .~ ~ . ~ el1f~ rli ~j~ II ~~IEti:O~~~ oln ~ ~2~~di ~ ~ .: ~ - ~ ~ u i ~ ~~i ~ ~ !~ p. ~ ~ ~{;jo2 ~ nUlj iri~l~~ UUtil ! hult 'IS'l.aa iltlll rl~s( t t Hli"' lhhl 'lS11 ISI ) lii,dl I "tIll 'I !ll! I ! ~ ii '~~lse~ ! J'III ~l!!...O!'-'S {ajl I ~t C{1lc" ~I 5..:1 II WI i"" .... . .- >.c88t:l5 . . . * .0" '~II~l5 I'S!~ it!! G.Je Il E ca cP-o'5._,-.s=.!: .ceo.o.!!o,! _=....0(,1... .. . -.\ ., ., . . , . IN 'mE COURT OF CCMlON PLEAS OF CUMBERIlIND COUNl'Y PENNSYLV/lNIA ORPHANS' COORT DIVISION 00. 21-96-0559 IN WE ESTNl'E OF WALTER C. BEIER LATE OF \lJ\MPDEN TCMNSHIP ACCOUNl' OF LINDA FICKUS and SUSAN FICKUS, EXEX:l11'RICES Statesrent of Proposed Distribution Balance for Distribution as per First and Final Account Distribution Per Item IV(B) (1) of will: To: Linda Fickus and Susan Fickus One-half Residue Linda Fickus - Cash Susan Fickus - Cash $ 26,074.42 26,074.43 $ 52,148.85 Per Item IV(B) (2) of will: To: Walter Knittel Cash To: Frank D. Beier Cash To: Sandra Spear Cash To: Frank E. Beier Cash To: William Beier Cash To: Richard Sebring Cash One-eighteenth Residue 5,794.32 One-eighteenth Residue 5,794.31 One-eighteenth Residue 5,794.31 One-eighteenth Residue 5,794.32 One-eighteenth Residue 5,794.32 One-eighteenth Residue 5,794.31 $ 104,297.70 .' , To: Melinda Sebring One-eighteenth Residue Cash 5,794.32 To: Gwen Howell One-eighteenth Residue Cash 5,794.32 To: Elaine A. Wolfe, Deceased Date of Death: 12114/94 One-eighteenth Residue Survived by: Frank Coviello - Cash 2,897.16 Rosann Coviello - Cash 2,897.16 $104,297.70 Statemmt of Reasons Decedent died testate survived by the nieces and nephews named above who are the residuary legatees. After satisfaction of the specifically bequeathed items under Item IV(A) of decedent's Will, the residuary estate is divided arrong the nieces and nephews in accordance with Item IV, Paragraphs Bn) and B(2) of the decedent's Will. ~ ~ ':1-~ LINDA FICKUS ./w", ~"<K.- -:;- 4n }/ SUSAN FICKUS c:. l. ,.,i ~; , '" N . I ;.:...1 ;"1 Cr:: ' r'~ f.h .~:: ~ ()(j ';'tJc'C'" .. C; '" '" ,- C ~ ~ - t: IV (Q (Q oC.-D.c'- !l~~5"~ <( li~ ~ ~ i ~~ ~ ~m lil Po . ~ ~Q i r ! ~ I ~ ~ ~ u ~ ffi I i et . ~ ~ ~ ~~ ~~~~ ~o8~ ~ t: t: ~ _SmID": Ci'<:>o-5S ~ ro... .- g'","tIcS1I ::Elii"'\='" :;: ro.!2.i!: ~ ~ 4)0 Qoca -S~.s5.5S ........ - ca OC'O,!CU ell'" gGl UJ:'acn'-QJ .~ ~ a ~ ~-5 CUC..:"-C c co 0 C eIl'- "'-'., ,c" = Cl.ca:J...UJ '~1!~a~; ...:~.:tIDC co 0 >.- ,cEu:!;!eIlCc' ...., co co_ ~a)60SE~ .-......O"D.-O 't:.@Jt:"'CS1:: B '" " II) co ~ 03 >.c: 0 C .. 0 C .o...UOCQ) G.1'QlIJ'UEC'a>6 ... J: 4J._ m ... mSouS.c ~ s J'i ~ ~ I ~ B~~E!ii ~~ ~ft8a~!> 1l;:J~~d ;s Q 011 0: ~~ ~ ~ ~ ~ o ..... '1> ~ J:s'fO alii Ag '1lllMIIIIl UOnnql"l,p 10 "In ,pallOI PIIOdOld IlIlM IOUlpIOOO. UI pallOlp uonnql"l,p put AI"ln~ pauullUOO IUno:IO.. f. ubI' ~ 'l1l11) . . ., 'J- '.t ~~. -. .:s. Receipts of Principal, Continued Realty: Residence - No. 4314 Park Street, Hampden TOwnship, Cumberland County, Pennsylvania. Sale price 110,000.00 110,000.00 Subsequent Receipts Real Estate taxes (school) adjusted at settleIrent Sewer/Trash - adjusted at settleIrent 372.45 48.33 420.78 'IOl'AL REX:EIPrS OF PRINCIPAL $ 161,063.24 Gains and Losses on Sales or other Dispositions Gain Loss 11/8/96 - Household Goods and 1983 Buick LeSabre sold at auction by Kerry Pae ^uctioneer. Fiduciary Acquisition Value $ 6,129.50 Net Proceeds (after commission & costs of the sale) 3,662.02 2,467.48 2/14/97 Real Estate - No. 4314 Park St., Hampden TOwnship, Cumberland County, Pennsylvania. Fiduciary Acquisition Value $110,000.00 Sale Price 110,000.00 -0- -0- Total Gains and Losses -0- 2,467.48 NF:1' ra;s $ 2,467.48 -4- DisbUI'llCl1Cnts of Principill, Continued Maintenance nnd Sale of Real I,:state 10/2 P^ !lrrerican Water Co. - water service 10/10 lIampden '1'awnship - sel'Klr/trash 10/10 R. Wayne Martens - lawn service 10/10 L. G. Connor - real estate appraisal 10/18 Bell ^tlantic-P^ - telephone service 10/18 - AllState Insurance - automobile coverage 10/26 Pennsylvania Power & Light - electric service AllState - homeowner's insurance PA !lrrerican Water Co. - water service Bell Atlantic-P^ - telephone service R. Wayne Martens - lawn service Pennsylvania Pwr. & Light - electric service PA !lrrerican Water Co. - water service Pennsylvania Pwr. & LIght - electric service Bell Atlantic-PA - telephone service 10/28 10/28 11118 11/18 11/18 12/3 12/16 12/16 1997 1/1 III 1/15 1/15 1/15 2/2 2/2 2/12 2/12 2/12 2/14 2/14 2/14 PA !lrrerican Water Co. - water service R. Wayne Martens - lawn service Hampden TOwnship - sewer It rash Arnold Fuel Oil - fuel delivery Bell Atlantic-PA - telephone service Pennsylvania Pwr. & Light - electric service PA !lrrerican Water Co. - water service Dan Barrett - clean house of debris prior to settlement. R. Wayne Martens - snow removal Bell Atlantic-PA - telephone service Paul Harris - repairs to sink prior to settlement Sale Olarges Jack Gaughen/Century 21 - sale commission Norwest Mortgage, Inc. charges: Doc. Prep Tax Service Mailing Fee Flood Certification County real estate taxes - 111 - 2/14 Notary charges Norwest Mortgage - Buydown charge Secured Land Transfers: Mailing Fee Disbursing Fee 1% Transfer Tax - Recorder of Deeds Radon Miting - Enfiroquest Penn Pest - pest inspection -6- 1.86 98.00 63.60 250.00 25.79 35.73 39.74 225.00 9.95 18.86 47.70 35.12 9.95 20.30 25.69 8.77 47.70 98.00 183.20 37.21 11. 05 13.90 345.00 20.00 17 .63 50.00 7,700.00 50.00 96.00 20.00 16.00 28.24 5.00 2,457.30 11.00 35.00 1,100.00 337.50 30.00 13,625.79 Disburscsrents of Principal, Continued Sa1c Chargcs 2/14 l\m:!rican Ilene Shield - lIane W"rranty 360.00 2/15 Pennsylvania Pwr. & Light - slectric 13.68 2/23 Pennsylvania Pwr. & Light - electric 1.45 2/27 R. Wayne Martens - snow removal 10.00 2/27 P^ l\m:!rican Water Co. - water service 5.26 2/28 P^ l\irerican Water Co. - [lna1 charges 1.63 392.02 Miscellaneous 10/21 Register of wills - Short Certificates 6.00 1/22 North Penn - Estate checks 20.25 3/31 Federal Express - Lemoyne to Scranton 22.50 4/2 Federal Express - Scranton to Lemoyne 15.81 Bankers Life & Casualty premiums automatically deducted from Harris Savings Checking Account No. 04-00010548 until proceeds were claimed. (July, August & September) 1,204.89 1,269.45 Fees and Cam1issions 1997 6/26 Johnson, Duffie, Stewart & Weidner - payment on account of attorney's fee 3,700.00 Reserve Johnson, Duffie, Stewart & Weidner - balance of attorney's fee 3,700.00 Linda Fickus and Susan Fickus - Executrices Commission 7,400.00 Register of wills - file First and Final Account & Statement of proposed Distribution. 250.00 15,050.00 Total Disburserents of Principal $ 58,578.08 -7- I~ipts of Inoamc Interest North Penn Savings & Uk,n Estate checking Account No. 01-00-010163 - 8/20/96 - 12/31/96 Savings Certificate SCV-500778302 12/9196 (date of issue) to 12/31/96 $ 96.86 54.07 Estate checking account No. 01-00-010163 - 1/1/97 - 6/20/97 86.11 Savings Certificate SCV-500778302 1/1197 - 6/20/97 452.30 Savings Certificate - SCV-50078660 2/18/97 (date of issue) to 6/20/97 2,083.83 Harris Savings Bank Checking Account No. 04-00010548 - from date of death to 9/13/96, date closed. Savings Account No. 04-50-003410 from date of death to 9/28/96, date closed. Certificate of Deposit No. 04-58-273714 from date of death to 9/28/96, date redeemed. 8.69 182.34 66.82 'lUl'AL REX:EIPl'S OF 1NC(JoIE $ 3,031.02 -9- - -- as :E tJ) tJ) as - 0 I"' ... tJ) ~ -- 4 U. " : ( , , "'" , I,;': c_ .0. r--, ..: f" -,; :~ " (jU '0 ,,; . ~t4 -/'; 0: W Z C jjj ~ l!l .. 0 dI " ... :: ti ~ 0: 0( 1Il Z <( .J a: g 0( ~ ~ Iii - :i c ti)( >- ... ~ 0 III I~ Ul 1Il l!: m z iii z a: . Z I..,. a: 0( 0 1Il ii: o ~ 0: a. I: - tJ II. 0( 0 Z I) :J 1'1 >- 0 0 G' ~ i 1Il .J 0 1II Z J: 0 ., .. \ , ~ OJ . . . I f' . h ,f ~ l l '. r~ ~.. "... . .' \ , . .' f';''' ~. '.' ! ~~ . . .J .......-- .llQ.~... ~ T -,--:- 'i,',.. .. I, " :Ii" ,.,', " - .- ca " :E ~1+" '. .'~ tn III III tn Cl 0 ca fj~ ~ll:: r- - I:I.Cl co 0 1:1.0 M OUIIlM lIli~r!, ~ Cl~ .... OICl ~ 1Ilr- tn ~O ~ UIIl a.. ~~8~ .- LL ll:: ~[j ~ ll::1Il IIlIllCl~ ~~8~ ~u~u 0: III Z a iii 3:: fl ~ ltl t ~~ti ~ oJ 1&1 Z 0( 0: g < ~ ~ Iii ~ ~ li; ~ ~ g ~ .ZO:o'..,' III 0: < w ii: 0:1: a: II. 11. I: - III :J dl ~ C 0 ~ z o III Z :t o ., ~... 010I<<910111 lOttIl 'Vd 'NhIOISllIlION ilNV1 U1S00Nl tm '0\'. 1VtU5Il<J"'1 NOllVllON .lSH\ ANVdl'lO;) \IE1dVd NOSl'lVS