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HomeMy WebLinkAbout96-00652 ... LAST WILL A~D_~~~~~~N~ I, HELEN HAPKE, of Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking all prior Wills and Codicils. ITEM 1. I give, devise and bequeath my entire estate of every nature and wherever situate as follows: A, One-half (1/2) thereof to my niece, Audrey A. Cheatham, provided that if she predeceases me, I then give, devise and bequeath her one-half (1/2) share of my estate to her husband, Geoffrey D, Cheatham; and provided further, that in the event Geoffrey D. Cheatham also predeceases me, I then give, devise and bequeath Audrey's one-half (1/2) share to her issue who survive me, per stirpes, B. One-half (1/2) thereof to my niece, Jean Lynch, provided that if she predeceases me, I then give, devise and bequeath her one- half (1/2) share of my estate to her husband, John P. Lynch; and provided further, that in the event John P. Lynch also predeceases me, I then give, devise and bequeath Jean's one-half (1/2) share to her son, James P. Lynch; provided further, that in the event James P. Lynch also predeceases me, I then give, devise and bequeath this share to his wife, Alane P. Lynch. ITEM II. I appoint my niece, Jean Lynch, as Executrix of this my Last Will and Testament, If for any reason my said niece fails to qualify, or having qualified fails to act or complete the adminis- tration of my estate, I then appoint my niece, Audrey A, Cheatham, as substitute Executrix in her place. ~ ..L~"- (SEAL) 1 ITEM II 1. I direct that my Executrix shall not be required to give bond for the fai thful performance of her duties in any juriSdiCtion. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, written on two (2) pages and signed by me on each page this 1L day of ()c.lvb.e-r" ,1995, ~J.tA~,/~ (SEAL) Signed, sealed, published and declared by the above named HELEN HAPKE, testatrix, as and for her Last Will and Testament, in the presence of us who have hereunto subscribed our names as witnesses thereto, at her request, in the presence said testatrix and of each other. \kr'eln\wtll\hapkehel 10-2-95/2 2 lr Q .\ IV..L- and ~statrix and the witnesses, wh'1 a, names ore signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the under- signed authority that the testatrix signed and executed the instrument as her Last Will and that she signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the testatrix, signed the Will as witness and that to the best of his/her knowledge the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence, ~~~ C\~~ -- Witness (~ <<, 't.>..A itness Subscribed, sworn to and acknowledged before me by HELEN HAPKE, the testatrix, and subscribed and sworn to before me by ~ Inl~L . 1\\ I ') I\~ and 1 \ f\ ,.., in. \ \~' witnesses, this '"' day f ~( "'\" " ,1995, y\ (\ 1\ (\ d-l . ';/. tit ,\ Notary Public My Commission Expires: Nolanal Seal Annono L. He.., Nolary PubliC York, York County My Comml.sloll E'piu,s July 4,1999 M.m,,,,,, POnnsylllonlB AasociallOl1 01 NolB/leS ::$ l3 -- . ~ ~ tl' a: m fa III 101 Wi S :.: l:l Q ~ . ,;, to. p. C ~ ! ~ -'0 < . ~ Id to Il'l,.. ~ ~ :c J::: ~ In X - ~ ~ 0 U u 0 . 1 ~ Q ~ ~ z tlS e z III " i fa M 0 Z 0 ~ ~ ...:l QJ j C % 10. OJ fa Z ; ~ ~ :c :.::: 0 to Z U In III Z . . 0 w ~~...~ ...:l o ., G. 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SII..... f/tfSI.'lIf,!J 1I'''Il,1I11WUl: "I r.~".." \\'Nllllrs UIRICrl",\!. 849-4103 Cumberland County Court House Register of Wills Room 102 Carlisle, PA 17013 De~fer ~2, 19~ 1fil~ 0'. u:' a !P CI ~'c ~) ,') ,. n . n :.).. 0.' - C', ',) 0\ ~" "tI ~ ~'i' .; \., - =::(01 0 cno ~S fJ - VI RE: ESTATE OF HELEN HAPKE FILE NUMBER: 21-96-0652 NINE MONTH FILING DEADLINE: APRIL 22, 1997 Dear Register: As requested, enclosed you will find a check made payable to your order in the amount of $24.00 representing the additional filing fees required in order to file the Inventory and Receipt and Release forwarded to you earlier this week. Thank you for your attention to this matter, Sincerely, STOCK AND LEADER I I \__ ,.'\"..1 \' fll "- Virginia K. Paralegal \ ({ . '>,' , ,,of t t...p.-'}o ...- Beaverson, (Mrs,) VKB:alh Enclosures cc: Jean Lynch . . Ii " " i! il " " " Ii IN WITNESS WHEREOF, ,.. seal this >1 - day of the undersigned ~~ k., has hereunto set hor hand and 111116. ,i WITNESS: ji i! Ii V, /) -J/ l (/ b?~tcLjC/ /-(/~'-- ) i " II II Ii Ii if H , , ) /7 ,,' /' , ~,,' ( ~ /ru.-<'r"'r (~ t' "e;~,/ .." ~8kAL)_ AUdr~rA. Cheatham I: ii Ii ,r II ESTATE OF HELEN HAPKE I, . Ii I, " ,! t -I; II i! ii Ii " H i: i' Ii ji ,I 11 Ii I! iJ " " ji Ii II " !i Ii !l !i , Ii ~ J ij II ij Ii ,I Ii Distributions of Income to Beneficiaries Distribution Value Jean Lynch 11/12/96 Cash $ 128.08 Audrey A. Cheatham 11/12/96 Cash 128.08 Total Distributions of Income to Beneficiaries $ 256.16 =============== Page 1 ;:: ci. .,,'1 ;).~,:e " ,. ,', 1:(::.\'i.5.J~:.,.. f~~~:l~~;:' ~ '~f~;:~R;t:;B~" i ":'!h"., .,It: 13 'co:.. . f::;~Y!;'1:,Q,; .- ,.' .-, {~~.:.,;.....,.~-~< f <,..... .~ ~~ ~ ',,- ,..'dJ tU, ... {f iY:~~({~;::~";ll~;< ~.~, :~~C".!' ! t. ....~~ ~~.,~ _".->11:,,,_ 1 I' - ; ~,.t~~~' ':;;; "', .\~. ,: . '." ,~1.~~~~0ji:-i[;}"~; ~.",;.'I..~_.l,.:c.,..t'iJ,,,,,,_,,~,,,,,, ~>li,~#;T;!,.t;:;;;,v-:~';-;{i!~E\ '. .:;.:( ".. ".,<,.....--...; .'>;,N ~~->,-\ -. ~'; . - :'.;'. ., - '.' 1\ "'C,', :C.' '.' lr'~t" ~! '.; " ",' " .. i.~ . "\" ;-;: /:>;';: ,r-, , (:~. .~~ .,18 r.: ," '2 ',;:);1 ;:;--i:j j .', Di 'M'I ,- J::"", Ill,:>' i~ 01::' E<Q) . . 14 I:: ' . Q)- 'M:>' r-I.4J . .0(1::'0 , .::s Q) '~o III "Q) U 10 Di Q) 'Di'tl U OI::Q) 100 Il-lM o ~- : Q) 10 Q),o 'M ....~ 9~ ~u ral IX ~ III ,0 ( I:! I:: III 0 I .J III 0 ~ M Q) Z Z ~ ( E< . 'lI: Po< ~ U ... 0 Ij l .1- I:! tIl .', .... >:/ i, ~'I,I,c ',' ~'I~.. '1 g,.1 ~ %, !j' ~ )0, & ~.~, .': 2 ~ ',' '. '. '. ' . ,1 , " oJ. ' C K .~", . . . . i ~~, - I,ll - ,) INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE ron DAusor urAUl,Unlt TI" UClt[CKltCRC If A m'mmAl. !QVUll't.C1IL..01l.J,:lQ..AU.lUl FILE NUMBER 21 96 0652 RCV . '&00 Ell . (7oll.) CAB 1, H P L 4, EPg CSK r.:l KpSU\J6, 21. It Une 18 Is 9Iealer than Une 19, enler the d~l.,ence on Une 21, This is the TAX DUE. A. Enler thelnlereSl on the balance due on Une 21A, B, Enler the_I of Une 21 and 21A on Une 218, This is the BAlANCE DUE. ll! to. Realster of W\lIt Aaent · · BE SURE TO ANSWER All QUESTIONS ON PAGE 21H) TO RECHECK MATH .. .. Undet pe,.lII..ol p<<~y.1 dec"'.lhall haWI .dml....d lhi."t..n,lncludlngaceompanytng ,(haclut.. &I1d ItIIl.ment., and 10 thl b.,l 01 my..nowltdg. and ballar, III,true, eornc:llItld comple".1 elK"" thai 'II'''' .,tIIle hat b..n,aporlad at true "..,111' nlu.. Dec'-taUonol pr.~'" other INn tht pMIONI npr...nlaUu I, b...d onltllnlotrNllonol which pr.pat... PI.. any 'no.ledge. C p o 0 R N R 0 E E S N - T co.. ~F,\'."IMh':\'l[~f'l.ij,'Q~'NI' t.Annls8~~t,~A 17 t,..OftO I OEC[OCNrS HAUE ILAST. FIRST, AND UIDDLE INITIAL) O[C[OENrS CQUf'lETE ACDnCSS Hessiah Villago Hechanicsburg, PA 17055 SIO~AT Eou;EASO~~~8PONSIBLE FOR FILI~ RETURN ADDRESS . / /, /' "... / >- .I );l.~_lt.i..qg\ll'..QQQ..P-nY_'L_uuum__uuu.._.u_u_ ~vt,/.r-;J,.{, ...'(...c_It::.....-- ........~q/4'fll S NATU ---:---- /i '" o E C E o E N T DATE OF DEAltt DAlE OF UIRTtt SOCIAL SECURITY NUlllllDER Remainder Return (lot dates of death pl'1or 1012.13,82) Fed.,al Estate Tax Return Requfed Total Number of Salo Deposit Boxes {IF APPLICADLE)SURVIVING SPOUSE'S NAUE (lAST,FIRST AND UIDDLE INITIA1.1 SOCIAL SECURITYNUUOER AMOUNT RECEiveD tSEE INSTRUCTIONS) Original Retuln lini1ed Estate 2. Supplemental Return 4a. Future Interest Compromise (lot da",s of death after 12.12.82) o 7, Decedenl Maintained. Uvlng TruSI Os, _8, Decedenl Died Testa'" NAME COUPLETE UAIL!NG ADDRESS Stock and Loador'r1"rof. Corp 35 S. Duko St., pt!liilBox\lii167 :TJ?i _ - 0\ (1) n TELEPHONE NUUOER R E C " P I T U L " T I o N 1. Real Esta'" (Schedule A) (1) 2. SlOckSlnd Bonds (Schedule B) (2) 3. Closely Held SlllCkJParln.,ship In"'resl (Schedule C) (3) 4. Mongages and No"'s Receivable (Schedule D) (4) 5. Cash, B.1nk Deposits & Miscellaneous Personal Propeny (Sch, E) (S) 6. Joinlly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (Schedule L) (7) 8. Total Gross Assets (IOtal Unes 1-7) g, Fun.,al Expenses, Admlnisll'ative Costs, Miscellaneous (9) EJcpenses (Schedule H) 10, Debts, Mongage liabilities, Uens (Schedule I) (10) 11. Total Deductions (IOtal Unes 9 & 10) 12. Nel Value of Esta'" (Une 8 minus Une 11) 13. Ch",itable and Governmental Bequests (Schedule J) o C"'] ." ~ N 41.208;79 , :1;'( 44.765~1f-' 2:: C> Ui ~ en 2, (8) 85.973.79 2.514.96 17.921.55 T A X C o M P U T A T I o N IS, Spousal Transf.,s (lot dales of death after 6-30.94) See InslruClions lot Applicable Percentage on page 2, (Include values tom Schedule K ot Schedule M,) 16, Amounlof Une 14 taxable a16'1l. rate ~nclude values tom Schedule K ot Schedule M,) 17, Amounl of Une 14 taxable a115'1l. rate (Include values tom Schedule K ot Schedule M,) 18. Principal tax due (Add tax tom Une 15, 16 and 17,) 19, c.edils Spousal Poveny c.edn Prior Pa~nts Discounl InlereS1 0.00 + 8.550.00 + 450.00 0.00 2O,~nLj i~.:h~: I~:;~:~:::~":~~~~~ ~~:.~; =r~::~TRPAYMENT, 9.000.00 0.00 (IS) 0.00 x.Q.Q.... 0.00 (16) O.OOX,06' 0.00 (17) 65.537.28 X .15. 9.830.59 (18) 9.830.59 (19) (20) (21) (21") (21B) 830.59 0.00 830.59 CATE /'/117 (, DATE ADDAESS S~.Q"lc_ _"IJQ. J.Qfllltt ...A .1'J'.Qt._ .C:Ql'P,._ _ _ _ _ _ _ _ _ _ _ _. __ //h/l&- Fat'" 1500 IA.".1.14) REV. IIIOU . fil.171 CO.. ~.~~'XM'J1ttOfA~~N~t'llIl'NIA R~slo(NloFc[otN' ESTATE OF Holen Hapke SCHEDULE G Lf.MlJST BE COMPLETED AND FUJ:D.1f.lIjr;RlSW ITEM DESCRIPTION 0' PROPERTY Include nllM or In. ".n.t....., Int. FILE NUMBER 21-96-0652 UfSIIOOS.ON.fAQ EXCLUSION TOTAL VALUE DEC'D, DOLLAR VALUE 0' 0' ASS IlfCEDENT'S INTEREST 3,000,00 19,925.00 100 16,925.00 6,000.00 11,457,50 100 5,457.50 3,000.00 19,925.00 100 16,925.00 6,000.00 11,457.50 100 5,457.50 1 Gift to Audrey A. Choatham on August 30, 1995 2 Gift to Audroy and Gooffrey Choatham on January 25, 1996 3 Gift to Jean Lynch on August 30, 1995 4 Gift to Jean and John Lynch on January 25, 1996 5 Gifts Hade on August Robut Hapke David Hapke Florence Snyder Jamoa Heritage Jamos Lynch Linda Wood Jill Cheatham 30, 1995. $2,000.00 2,000.00 2,000.00 2,000.00 2,000.00 2,000,00 2,000.00 14,000.00 14,000.00 100 0.00 QI more ",.ce Is needed, Insen .ddition.1 sheets 01 same sile,) Copyrlgnl(cI1004 'OIm tollw.,.only CPSytlama,lnc, FOIm 1500 Scnldula GIR..,,2.171 AEY.tltIUt ,t'l3l COUUONWfAl YH OF f1fNNavtYANIA I'''E"''''CE ,.."EIU'" 1t[lIDEN'DECEDI1Nf ESTATE O~ lIelen lIapku SCHEDULE I DEBTS OF DECEDENT. FILE NUMBER 21-96-0652 ITEM DESCRIPTION AMOUNT 1 Bell Atlantic, telephone aervice 8.27 2 Internal Reven"e Service, reaerve for income tax due to capital qaina on aale of aecuritiea 8,400,00 3 Heaaiah Villaqe, care of decedent prior to death 7,463.00 4 PA Department of Revenue, reaerve for income tax due to capital qaina on aale of aecuritiea 2,000.00 5 Pharmacy Billa 50.28 ~I """. spac. Is needed, Insen addillonal sheelS of same sae,) Co9Y'~hl (eJ 1114 'Ol'm sofl... only CPSYI,.ml.lnc. Form 1500 Sch.dule IIR.v. 1.131 nEV. '1':1 [It t 11.") COU~.~llrtfl4\,'W.W~'.I' ESTATE OP Helen Hapke SCHEDULE J FILE NUMBER 21-96-0652 ITEM NAME AND AIlIlRESS OP BENEFICIARY RELATIONSHIP AMOUNT OR 1 A, Taxable Bequests' Jean Lynch 135 Ridgewood Drive Gettyaburg, PA 17325 Niece 1/2 Residue 2 Audrey A. Cheatham 596 Riverva1e Road River Vale, NJ 07675 Niece 1/2 Residue ITEM AMOUNT OR NAME AND ADDRESS OF BENEFICIARY B, Charitable &lid Governmental Bequests: None (II more lpace II needed,lnlen addlUonal sheets of same llze) CoP)'f~hl (e) 1184 tat'", ~tt..,. only CPSya'.".a.lrw:. Fat'", 15tO Sch.dul. J (R...2.17) l ' LI\S'f WILL I\ND TESTI\MENT I, HELEN HAPKE, of Cumberland County, Pennsylvania, declare this to be my Last Will and Testament, hereby revoking all prior Wills and Codicils, ITEM 1. I give, devise and bequeath my entire estate of every nature and wherever situate as follows: A. One-half (1/2) thereof to my niece, Audrey A. Cheatham, provided that if she predeceases me, I then give, devise and bequeath her one-half (1/2) share of my estate to her husband, Geoffrey D. Cheatham; and provided further, that in the event Geoffrey D. Cheatham also predeceases me, I then give, devise and bequeath Audrey's one-half (1/2) share to her issue who survive me, per stirpes. B, One-half (1/2) thereof to my niece, Jean Lynch, provided that if she predeceases me, I then give, devise and bequeath her one- half (1/2) share of my estate to her husband, John P. Lynch; and provided further, that in the event John P. Lynch also predeceases me, I then give, devise and bequeath Jean's one-half (1/2) share to her son, James P. Lynch; provided further, that in the event James P. Lynch also predeceases me, I then give, devise and bequeath this share to his wife, Alane P. Lynch. ITEM II. I appoint my niece, Jean Lynch, as Executrix of this my Last Will and Testament. If for any reason my said niece fails ;to qualify, or having qualified fails to act or complete the adminis- 'tration of my estate, I then appoint my niece, Audrey A. Cheatham, as substitute Executrix in her place. ~ ~ (SEAL) 1 ITEM III. I direct that my Executrix shall not be required to give bond for the faithful porformance of her duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, me on each page this 11L- day of written on two (2) pages and signed by ()cJv 'o.l!.r , 1995. I Lt~-t--V/~ (SEAL) Signed, sealed, published and declared by the above named HELEN HAPKE, testatrix, as and for her Last Will and Testament, in the presence of us who have hereunto subscribed our names as witnesses thereto, at her request, in the presence said testatrix and of each other. \ky\aln\vl11\hapkehel 10-2-91/2 " .' 2 DNO.AA 184946 COMMONWEALTH OF PENNSYLVANIA , DEPARTMENT O' RIVENUE ....1~ "I"'~ OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX I ACN a='t ASSESSMENT r:t RECEIVED fROM: U CONTROL ~ NUMBER '*' AMOUNT 101 ~tJ~v.~9 STOCK & LEADER 35 SOUTH DUKE STREET PO BOX 5167 YORK. PA 17405-5167 ESTATE INfORMATION: !I filE NUMBER li 21-1996-01>52 1:1 NAME Of DECEDENT (lAST) ~ HAPKE HELEN II DATE Of PAYMENT EJ POSTMARK DATE COUNTY SSN 090-09-1350 (fiRST) (MI) CUMBERLAND DATE Of DEATH fa TOTAL AMOUNT PAID $030.59 DO REMARKS JEAN LYNCH C/O STOCK & LEADER CHECK" 103 REGISTER OF WILLS ,-, \) , ",' " I". " )'1[/ RECEIVED BY, " t' ',~' " J' ",.' -I 51GNAI' If . " " (,r" MARY C, LEWIS .,1',/]',-,,"';'''- REGISTER OF WILLS U SEAL ..~ -~- ----- -~ --. ---- -. . . --- . ~~ , -..-----.... -..............A. ra. ..:;---" ,.o. /5/-! /, .2, P~~EAU OF INDIVIDUAL TAXES ...t:AI1AMC[ UK Ol\llStDH OlPT. 21l1ftDl HAR1USlURG, PI. 11121.0.01 COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT {'r *' 11",,"11 lUIU.H' AMV L NELSON ESQ STOCK & LEADER PO BOX 5167 YORK DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PA 17405-5167 04-30-97 IlAPKE 07-22-96 21 96-0652 CUMBERLAND 101 ...aunt A..lttad IlELEN MAKE CHECK PAVABLE AND REMIT PAVMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT 1l0USE CARLISLE. PA 17013 NOTE. To Insura propar cradlt to your account. subelt tha uppar portion of this for. Mlth your ta. pay.ant. CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiY:iS93-Ex-Aiip-ni:i:97"i-----iiti-iNHEiiifAiic€-i'Ax-iiicoiijj-AiiJuSTH€iii'--tiii----------------------------- ESTATE OF IlAPKE HELEN FILE NO. 21 96-0652 ADMINISTRATIVE CORRECTION ADJUSTMENT BASED ON: VALUE OF ESTATE: 1. Raal Estata (Schadula AI (11 2, stocks end Bonds (Schadula BI (21 3. Clos.ly Held stock/Partnership tnt.r..t (Schedule Cl (3) 4. "arlo.gal/Hot.. Receivable (Schedule DJ (4) 5. c..h/Bank Deposita/Hlsc. Parsonal Property (Schedula E) 151 6. Jointly Ownad Proparty (Schadule FI (61 7, Tronsfars CSchedula GI 171 8. Total A...t, DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expan.../Adalnlltratlva Coatal Miscellaneous Expans.. (Schedule H) (9) 10. Dabts/Hortgaga Llabllltlas/Llans (Schadula II (101 11. Total Deduction. 12. Hat Value of T.. R.turn 13. Charitable/Govern..ntal Bequ.lts (Schedule J) 14. Net Velue of E.t.te SUbject to Tax TAX: 15. A.ount of LlnD 14 .t Spou..l ~ate lIS) 16. ~t of Llne 14 t.xable .t Llne.l/Cl... A ~.te (16) 17. Amount of Line 14 ta.abla at Collataral/Class B rata (171 18. P~lnclp.1 Tax Due TAX CREDITS: PAYHENT RECEIPT DISCOUNT C'I DATE HUHBER INTEREST/PEN PAID (-I 10-18-96 12-11-96 AA146856 AA184946 450,00 .00 ACN 101 .00 .00 .00 .00 41,208.79 .00 44,765.00 CBI 2,514.96 16.623.55 (111 (121 (131 (141 .OOX,OO= .00x.06= 66,835,28X.15= UBI AHOUNT PAlO 8,550.00 830.59 INTEREST IS CIlARGED TIlROUGH 05-15-97 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF TillS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE DATE 04-30-97 85.973.79 19,138.51 66.835.28 .00 66,835.28 .00 .00 10,025.29 10.025.29 9 830,59 194.70 1.11 195.81 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED. If TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI, YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I PAMHTr REfl.IlID (CA)I REPLY TO. DI SCOlIfT ~ PENAL TYr INTEREST I DetKh the top portion of this Hotle. IWMf ..It with your paY'Wlt .acta plyabla to the "... IInd addra.. printed on the rav.r.a .Ida. ... Hllka check or ~y ordar plyabl. tOI REGISTER Of WILLS, AGENT. A r.fund of . ta. credit, which WI' not requa.t.d on the Ta. Raturn, .ay be r.qu..t.d by co~latlng an "application far R.,und 0' Penn,ylvanl. InharltlnCa and E.tat. Ta." (REY.131]). application. ar. av.llabl. at the Off Ie. of the A.gl.t.r of Will., any of the ZJ R.v~ DI.trlct offlc.. or 'roe the Depart.ant.. Z4-hour an.warlng ..rvlc. nuabar. for far.. ord.rlngl In Penn'vlvanl. 1''800-362-Zo50, out'lde Penn,ylvanla and within local H8rrl.burg .r.a (711) 787-8094, fDDI (717) 772-2ZS2 (Haarlng lapalred only). Due.tlon. r-srerdlng .rror. cont'lned on thh notlc. Ihould be Bddr...ed to~ PA Dep.rt.."t of Aavenue, Bur.au of Individual Tax.., AllNr Po.t A......ent R.vl... unit, Dept. 280601, Harrl.burg, PA 171Z8-0601, Phone (717) 117-6505. If any tax due I. paid within thr.. (3) calender aonth. aft.,. the decadent'. daath, a flv. parcant (5%) dl.count of the ta. paid I. allowed. TM 15X ta. ..,..ty non-partlclp.tlon PWlalty Is COllpUted on the tot.1 of the ta. end Int.r..t ......ed, and not paid ~for. January 18, 1996, the flr.t dlY aft.r the and of the ta. aana.ty parlod. Intar..t I. chargad b.glnnlng with flr.t day of delInquency or nIne (9) aonth. IInd ana (1) day froe the d.t. of death to the d.t. of pap."t. Tau. which bK.... cMillnquw,t btlfor. January 1, 198Z b.a,. Int.r..t at the nt. of .1. (6%) parcent pa,. ennua calculated at a dally rat. of .000164. All t.... which b.ca.. d.llnquent on and a't.r Jenuery 1, 198Z will baa,. Int.r..t at a r.t. which will vary froe cal~.,. y.a,. to calend.,. ya.,. with that rat. announced by the PA D.pe,.taant 0' Revenue. The appllcabl. Int.r..t rat.. fo,. 198Z th,.ough 1991 a"'1 Vea,. Inte,...t A.t. Dally Inte,...t Facto,. V..r Int.,...t Rat. Dally Int.,...t Facto,. 19112 zax .000548 1981 .X .000241 1983 16X .000438 19&1-1991 I1X .000301 I." I1X .000301 1992 OX .000Z41 19115 I3X .00O:S!i6 1993-1994 n .00019Z 19.. lax ..100214 1995-1997 'X .000241 "'Intlr..t I_ calculated a. 'ol1ow.r INTEREST a BALANCE OF TAX UNPAID X HUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "'Any Notle. 1..1*1 aUer the ta. baco.a. delinquent will raflect en Int.r..t calculation to flit.." Cl5) diu beyond the data 0' the .........,t. If P'YHI1t It IIede .ftar the Inte,...t coaput.tlon data Ihown on the Notlca, Bddltlonel Int.,...t .u.t be calculated. ;, "-"\.,,, ,_... ,,,- l'L, \ ,,' j':,_ ,'.JU ,,0, J .:- .,--. \ \'- -r:,..J..... .....,\::. l,. "'~'rc:~ \ L-l-~~ 11'1.14100..111 w INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEAltH Of PENNSYlVANIA DEPARtMENt Of REVENUE " IURIAU OP INDIVIDUAL tAXIS DEPt, 2B0601 HARRISlURO. PA 1712B,0601 DECEDENt'S NAME n-, ~, ", filE NUMBER -; '\1 t \ ACN \-\- \..I ( S .J , ) \ \ ' SCHEDULE ITEM NO, EXPLANATION OF CHANGES 'I " \ ( I' \ ' J-.J._ ,'....' .\.~_~ 1. \ ",',o.- \, -\..... ...- . ..... , , " "'U' -~, (" '\ \ t.... \..~ \_t..'..u-......L\....:,__ -" '-- at .L.\ - \ ':::' cq , . ,_, _ ",. . , ._, -1," TAX EXAMINER:_~uLL~\...L.w'",-_~__l;<. I . lc,....:.-. . , ..... PAGE 15-~P/,-C1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAMES INHUIUHC[ 1A)I DIVISION D[Pl. lBObOl HAAMISBUAC, PA Ill:" OliO I NOTICE OF INIlERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX AMY L NELSON ESQ STOCK & LEADER PO BOX 5167 YORK DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN PA 17405 c... 03-17-97 HAPKE 07-22-96 21 96-0652 CUMBERLAND 101 Anount Rlnltt.d ~~~{t j'(J~ '''.lhl Ill" lel-'" HELEN 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 ~ Ri'i=i54'j-EX-AFP-ni3=9'fj-iioYicr-oT"iNHEiiii'ANCE-YAinipiiiiiiisEHEiir-,--m.-OwAticE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HAPKE HELEN FILE NO. 21 96-0652 ACN 101 DATE 03-17-97 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of LIna 14 at Spousal rat. C1S1 16. Anount o~ Line 14 taxable at Line.I/Class A rat. 1161 11. Anount of LIna 14 taxable at Collateral/Class Brat. 1171 18. Principal tax DUB TAX CREDITS: PAYMENT DATE 10-18-96 12-11-96 TAX RETURN WAS: I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rool E.tolo ISchodulo AI II) 2. stocks 8nd Bonds (Schedule 8) 121 3. Closely Hald stock/Partnership tnterest (Schedule Cl 131 4. Hortg.Dls/Hotl. Rlcaiyable (Schedule DJ (41 S. Cash/Sank Deposits/Hisc. Personal Property (Schedule E) 15) 6. Jointly Owned Property ISchedule F) (b) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expensas/Adn. Costs/Hise, Expenses (Schedula H) 19) 10. Dobl./Moclgogo Llobl11110./Llon. ISchodulo I) 110) 11. Total Deductions 12. Het Value of Tex Raturn 13. Charitabla/Governnental Bequests CSchedule J) 14. Hat Value of Estata Subject to Tax NOTE: RECEIPT NUMBER AA146856 AA184946 DISCOUNT It) INTEREST/PEN PAID 1-) 450,00 .00 I ) CHANGED .00 .00 .00 .00 41,208.79 .00 44,765.00 (8) 2,514,96 17,921.55 Ill! 112) 113) 114) .00 X .00= .00 X .06= 65.537,28 X.15= 118) AMOUNT PAID 8,550.00 B30.59 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your eccount, subnit the upper portion of this forn with your tax paYllent. 85.973.79 '0.436 ~1 65.537.28 .00 65.537.28 ,00 ,00 9.830.59 9.830.59 9.830.59 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION DF ADDITIDNAL INTEREST. I IF TOTAL DUE IS LESS THAN 11, NO PAYMENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FDR INSTRUCTIDNS.I ;]', ,,' ("':1 ~ n: ,- ULl. P'" :.i l.C 0u RESERVATIONI E.t.t.. of dlcld.nt. dying on or blfor. Dlc,.b.r 12, 1981 .- If any future Inter..t In the ..lat. I. tran,f.rred In POI....lon or .njoy..nt to Cle.. a Ceollet.ral) blnl,lclarl.. of the decldent aft.r the __plratlon of any ..lat. far II', or for y..r.. the Co..onw..lth hlreby __pr..sly t.s.rvI' thl right to apprals. and a"I.' transf.r lnh.,ltanel ,.... It the lawful CI.,. a (coll.t.ral) rate on any .uch future Inter..t. PURPOSE OF NOTICE: To fulfill the requlr...nts of Slctlon Zl~O of t~ Inherltancl and E.t.t. fa. Act, Act 21 of 1995. 72 P.S. Slctlon 91ltO. D.tach the top portion of thl. Hotle. and subllt with your Ply..nt to the Rlglster of Will. prInted on the rever.. .Ide. .-"eke chuk a~ .on.~ ord.r plI~abl. tal REGISTER OF HILLS, AGENT PAVttEHT: REFUND (CR)1 A r.fund of a tax cr.dlt, which WIIS not r.qu.st.d on the Tax R.turn, .a~ b. r.qu.st.d by co.pl.tlng IIn "Appllclltlon fo~ R.fund of P.nnsylvanlll Inh.rltllnc. and Estllt. Tllx" (REV-ISISI. Applications IIr. IIvallllbl. lit the Offlc. of the R.glst.r of Wills, IIny of thl 23 R.vlnul DI.trlct Offlc.., or by calling the sp.cllll 24-hour answ.rlng ..rvlcl nu.b.rs for for.. ordorlng: In P.nnsylvllnla 1-800-362-2050, out.ld. P.nnsylvanla IInd within local Harrisburg .roll (717) 787-8094, TOOl (7171 772-2252 (Hollrlng I.palrod Only). OBJECTIONS: An~ party In Int.ro.t not satlsfl.d with the IIpprals...nt, allowanc. or dlsallowanc. of d.ductlon., or .....s..nt of t.x (Including discount or Int.ro.t) liS shown on this Notlc. lust object within sixty (60) d.y. of r.c.lpt of this Notice by: ..wrltt.n prot..t to the PA a.part..nt of R.v.nue, Board of App.als, O.pt. 281021, Hllrrlsburg, PA .-.I.ctlon to hllv. the .ett.r d.tor.lnod at eudlt of tho IIccOunt of the personal r.pr.slntatlv., --IIPP,1I1 to the Orphlln." Court. 11128-1021, OR OR ADHIN ISTRATlYE CORRECTIONS: Factual .rrors dl.covlrod on thl. 1I..ess..nt shoUld bo IIddress.d In writing to: PA OIPllrt..nt of Rovenuo, Bureau of Indlvldulll T...s, ATTNI Post A....s..nt R.vl.w Unit, aept. 280601, Hllrrlsburg, PA 17128-0601 Phon. (717) 781-6505. S.. pllg. 5 of the booklet "In.tructlons for Inhlrltanc. Tax Return for a R..ldent O.c.d.nt" (REY-ISOI) for en ..planlltlon of IIdllnl.trlltlv.ly carr.ctable orror.. DISCOUNT: If any ta. due I. paid within thr.. (l) calendar .onths aft.r the doc.d.nt'. d'lIth, II flv. p.rc.nt (5X) dl.count uf thl ta. p.ld Is allow.d. PENAl TV : Thl 15~ ta. lIano.ty non-participation p.nelty Is coaput.d on the total of the tax IInd Int.r..t a.s....d, and not paid before January 18, 1996, the first dllY aft.r thl .nd of the tllX aan.sty periOd. Thl. non-pertlclpatlon penlllty I. app.alllbl. In the .11.0 .anner and In tho the sa.e tl.. p.rlod II' you would app.al the ta. and Intor..t that hll' b..n as..s..d a. Indlcat.d on thl. notlco. INTEREST: Int.ro.t I. cheraod b.alnnlna with first day of d.llnqu.ncy, or nino (9) .onth. IInd on. (I) day fro. the date of d.eth, to the date of pey.ont. Ta... which b.c", d.llnqu.nt b.fore JaftUllry 1, 1982 bear Int.r.st at thl rat. of six (6X) Plrcent p.r annul calculet.d at a dally rete of .000164. All ta... which boca.e d.llnqulnt on and aft.r JllnUary 1, 1982 will b.llr Int.rl.t at a rete which will Vllry fro. calondar yellr to calondar y.ar with thllt rate announcld by the PA D.part.lnt of Rlv,nuo. Th. IIPpllc.blo Intoro.t ratls for 1982 through 1997 IIr.: !!!! Inter..t Rat. Dall~ Int.r..t Fector !!!!! Intoro.t Rat. DailY Int.,od Fector 1982 20X .000548 1987 'X .000241 1983 16X .000438 1988-1991 11% .000301 1984 IIX .000301 1992 'X .000247 1985 13:< .000356 1993-1994 7X .000192 1986 10:< .000274 1995-1997 'X .000241 --Int.r..t is calcul.t.d .. followst INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I.sued .ftlr the tax b,co'I' d.llnqu.nt will r.fl.ct an Int.re.t calculation to flft..n (IS) day. b.yond the dllt. of the .....s..nt. If pay..nt I. ..d. eft.r the Int.r..t co.putatlon datI .hown on the Notice, addltlon.l lnterlSt BU.t be calculat.d. BUREAU OF INOIVIOUAl TAXES l..tUITAHCE Tax DIVISION DtPf. 110601 IlAR1USllMG, PA 11UI.06Dl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT (> *' tn.IlIt..,,, m.", AMY L NELSON ESQ STOCK 8 LEADER PD BOX 5167 YORK DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-1Z-97 HAPK E 07-ZZ-96 Zl 96-065Z CUMBERLAND 101 HELEN Anount H..Ht.d PA 17405-5167 MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE I To Insure proper cradit to your account, sub.it the upper portian of thl. forn with your t.x pay..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifE"v:ifjijj-EX--AFP-[oi-:9'rimm...--iilHE"iiiYliNC'E--i')iX-STAiEiiENi'-O-F'-)iccouiii--iii.--------------------- ESTATE OF HAPKE HELEN FILE NO. Zl 96-065Z ACN 101 DATE 05-1Z-97 THIS STATEHENT IS PROVIOED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPlICATIDN OF All PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 04-Z9-97 PRINCIPAL TAX DUE, 10,OZ5.Z9 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-18-96 AA146856 450.00 8,550.00 lZ-11-96 AA184946 .00 830,59 04-14-97 AA185393 .00 194.70 TOTAL TAX CREDIT 10,OZ5.Z9 BALANCE OF TAX DUE INTEREST AND PEN. .00 .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS lESS THAN '1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REflECTED AS A "CREDIT" ICR), YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I TOTAL DUE ,00 r" .- - ~.. , ,- .7J ,1,.., PAMHTI oatlKh the top portion of thh Notice end sub.1t with your p.y.ent .ad. payabl. to thl n... end add'.;' prlntad on the raver.. ,tda. .w If RESIDENT DECEDENT .aka chIck or .onay ordar payable tOI REGISTER OF WILLS, AGENT. If HON"RESlDEHT DECEDENT .aka chack or aOfMY order pnabla tOI COMI10NWEAL TH OF PENHSYLVAN~~. " CI REFUND (tA)1 .. r.fund of . t.. credit, which v.. not raqua.tad on the 'ax R.turn, ..y ba raqua.tad by co~l.tlng an -Application for R.fund of Pannlylvant. Inheritance and Elta'. tax. (AEY-llt,). Applications ar. .v.ll~l. at the Dfflc. of the Aeallt.r of Willi, any of the 25 A.Y~ Dlltrlct Offlc.' or fr~ the Dep.rt.ent'. Z.-hour ~...rlno ..rvlce ~r. for for.' order IntI In p~.ylvanl. 1-800"S6Z-ZGSD, out, Ida PennsylvanIa end within local Harrisburg .r.. (717) 717-8094, TODI (117) 112-2252 IH.arlng I~alrad only). REPLY '01 au..tlon. regarding arror. contained on thl. notlca IhoUld b. .ddr....d tal PA D.part.ant of R.venu., aur.au of Indlvldu.l 1.xa., "'"I Po.t ,.......nt R.vl... unit, D.pt. 280601, Harrl.burg, PA 11121-0601, phOne (111) 181-6505. DISCCOC'I If eny ux due .. p.ld within thr.. (3) calend.r Mtnth. .ft.r the dacadant'. d..th, . flv. p.rcant CS:U dhcCM'lt of the tax paid I. allow.d. PENAL TVI ThII 15% tax ...,.sty non-p.rtlc1paUan pan.lty .. co.put.d on the tot. 1 of the ta. &net Int.r..t .......d, and not p.ld bafora J.nuary 18, 1"6, tha flr.t day .ft.r the .nd of the tax .an..ty p.rlod. IKTERES11 InUr..t I. chergad bag Inning ",ith f1nt day of d.lInquency, or nln. (9) Mtnth. and ana (1) d.y fro. the daU of daath, to the data of pa11lant. 'ax" which bllc". daUnquent b.for. Janu.rv I, nl2 be.r Int.r..t at the rat. of .Ix (6X) parcant par annu- c.lculat.d at a dally r.t. of .000164. All tax.. which b.c... delinquent on and after January 1, 1'8l ",Ill b..r Intere.t at a rat. ",hlch ",Ill vary froe calendar ya.r to calendar y..r ",Ith thet rata announced by the PA D.part.ant of R.v.nue. 'h. appllcabl. Int.ra.t rat.. for 1'8l through 1991 anI Ve.r Inter..t Rata Dally Int.r..t Factor Vear tnt.ra.t R.t. Dally Intar.st Factar I'll .Ol .000548 1981 'X .000247 1983 lOX .00008 1'"8-1991 11% .DU0301 1984 llX .000101 1992 'X .00az47 1.&5 UX .000356 199J-I994 r. .00Dl'2 1916 lOX .000214 1"5-1997 'X .00DZ't1 --Int.r..t I. calcul.t.d .. follov.1 INTEREST = BALANCE OF TAX UNPAID X HUKBER OF DAYB DELINQUENT X DAILY INTEREST FACTOR --Any Hotlca I..u.d .ft.r the ta. baco'" ~llnquant viii r.flect an Int.r..t c.lcul.tlon to flft.~ (15) day. baYond the d.t. of the ........nt. If pay.ant I. .ede a'tar the Inter..t coaputatlan data .hOwn on the Hotlc., .ddltlonal Inter..t au.t be calculated. -. ... ... .~ '. . ~JeC!(/- n1C!JJaf}l! s',tjvcl: Helen Hapke Estate '])nlv April 11, 1997 File No. 21-96-0652 Enclosed please find a check to your order in the amount of $194.70 which represents additional Pa. Inheritance Tax due in the above estate. Wotl!d you p]?~~~ =end me a ~~~~ipt in th~ n"~lng?~ ~D1F_~~~re~q~~ ~n"~'np~. Thank you for your cooperation. 'Iq , ':0 O'l: II ::;t f'r:',; i_~. Amy L. Nelson ~EGISTER OF WILLS CUMBERLAND CO COURT HOUSE :r0 CARLISLE PA 17013 )C~J LAW OFFICES STOCK AND LEADER L 35 South Duke Street P,O. Box 5167 YOlk, Pennsylvania 17405.5167 (717) 846.9800 " .i . L I' , v " . , . . :; " ; . o~ )' ~.~ ' .. ' -.'-- . ~-_'_-_._-_"'--"'~" _ ~-"'qT .1:' ;-" , , ,-.. ,_. . , t, ",'l,. .J r r'l: ) \ ,:. ',-~,:\ . '.\ .. \ .I '.--t :' ,{ \ ~ , : (t:'f\.j.,l:, '(fII'! ;.r I . ; I -1 \ \/{\\\I~ , , \ !, '1lJ \ ,...', \ ;; ~; ,'--::' 91 '.. ,\/t-" -,:-"\ , S; , .I ~ I'" ----,' , ;r o \ , , " I I . . . ~ r..l.l ~ .' < , ;;; " , J, r..l.l w ~ " ~.....1 ~ < h ~ :!i u w 0 EO , ~ Z J t; ,i. ~~ () ::; : " .;; 0 u z -' 0 z ~ ~ ~ ~ " 0 '- ~ M . :.i. '" <:> Ul ,. -.,-.-. y r tiJ ~ :i l10 () ~ 1 ) ~~: J o _.I ......... ..,., :)1'" >...l "', - - - ('l a a r! f'! r! ,. r! .. a I'" .. - r--- <S , I \ " , ':.. " '. H' .I ,,1' ,(..,i- l -,' ' .. . t, ., . '''J ..""/ . 1,:" , ,)0 ...... - . "'. 'f; ,,r,, \ , .l. ; .... f -l\ 'h ,I 'I " . " " ..,. ,>:I ~ . ,I i " \. -, ~t \ t.' :< . -4 -.---' -~~ ...; ~ ~ ~,}l'T.<-.'-~'?' <' Ii' ,~. See Ins true lions on Cover Page INVENTORY ESTATE OF HELEN HAPKE } No 21-96-0652 ~ ,--' ,19_ L~e~ Upper Allen Township. Cumberland County. PA. Deceased, AFFIDAVIT OF PERSONAL REPRESENTATIVES ~ommonlnralt~ of f)rnnllplbania, 1111. ~ountp of !lork. Personally appeared belore me, a Jean Lynch. Executrix. who being duly sworn Notary Public , In and for said Counly, according to law, say S HELEN HAPKE Ihat Ihe within Invenlory of the personal property ,Iateof and real estate which were of Upper Allen Twp.. Cumberland Co !leceased, is Irue and correct 10 the besl of her knowledge, Information and belief. " "'~,~ ~~!-~-L Ji:t-<t-u?,L. ean Ly ch, Executr~x Sworn and subscribed to betore me dayof l'Jtr:., A,D" 19~~ L ~(((~ q)' - ....f.J tl' --... ..-- ",,'r ,NRtqry" P~bf{c'i- JU;..I.l. .~~ I", " '\'1" ". , f , "~m,::,"~,;:':",,; ,:~~,',~,';,~"I NVENTORY Ollh~efSOn"'",epefty-eolk&;l~aIa.:;iluale in Ihe Commonweallh, which were of Helen Hapke - Cumberland , lale 01 upper Allen Township in Ihe County ol~ laken and made In conformlly with Ihe above deposition under Section 3301 and following of the P-E.F Code, this PERSONAL PROPERTY DOLLARS See attached O L I ~ .'( en .. .~ (lit; 8 ,J.,7 r-'. N - ~,; . '.1 I. 0":" l~ .__ U ..... 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J -, \)" " ;< ,.... t, ,I I _ .." -.---& ~... ,; -......-.- -----.- . .r-"---' .. ...... ..............::JiII. _- IT: STATUS REPORT UNDER RULE 6.12 Name of Decedent: HELEN HAPKE Date of Death: July 22, 1996 21-96-0652 Admin. No. Will No, 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 No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No, 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 1//)'1/fc .::faAAJ,. ~"'~ L-.. Signature T Jean Lynch Name (Please type or print) c/o stock and Leader, a Prof. Corp. 35 S. Duke St., P.O. Box 5167 Address York, PA 17405-5167 (717 ) 846-9800 Tel. No. - ~~ - I/) 0 !1 C> ., ~;~~ cc . I") i N - '. ..... t.:l " b c::I ., Vl .:.J U W ~ ~~ Ola: a: Capacity: X personal Representative Counsel for personal representative (MAli: rmf/ AM3)