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HomeMy WebLinkAbout96-00660 . o Z o CD .... o 1;; ~_. 1:"4111' '"~ Nonlllln E. IIl1l'hllllllll 1l/\lI ""Oll'l1 (/\ PETITION FOI( PIWUATE :ll1d C;UANT OF u:rnms 0'/ - q0 - f.t>{;l(J NH. 10: S""4I/,\"<'I/lI/\ .\/1, 1711-1 (,-('JO(' "l'l'!'t/\f't!. /l"f'''I,'r 01 Will, 101 IlIc ('OIlIlIY 01 Cllmhurl.1lI111.. ill Ihc ('OllllllOlI\H'allh of Pl'JlII\yh'ania III~' IWlllltHI tll IIII' 1I111h.'1 \1~1Il.t1 Il'~Pl'l'111111~ 1\.'I1I\''1l'I1I' Ihal: Y tllll 1lt'lil H11ll'll 'I. \\ IIn I~ ,Ill' I ~ ~l'.1I ~ 01 d}'l' tll Oldl') ~1Il1IH: 1..'\\.'(111 r ix inlh\'I;I\1 \\111 Hlrhi" ilbtl\l' dl"\'nh'I1I, d;lIl'd HlIrc I _ ,lilt! \'lldllllhl d.lIl'd " .'-I;/ij'/"Cd - .. -------., '----.- ,-"~ --_.~... .-.-----.--- 1'1,11\' Idn,111l dhlllll'l.llh,l"'" l'r 1l'lllllld,tll"l1, I~C,I" III \'\\'\llllll. l'I~.1 Ik"-"l'lhklll \\01'1 ,ltll1l1.."ill'd .11 dl'arh III Cumber land _...___ u_ M" .. "_.__ ('ouluy. Pcnm,yh'ania. wilh h is I"" i';III1i1y O'I'IIII"II'"I'c,idoll,"'''1 18611 Spl'ing.H().ad"f.a.!:Ji.,!le, North Hidd1eton Township,_ u."____'-O__, 111'1 ~lln'l" 1Il1l111'l'! ,LId 1l11lIloIP.d'!\1 1l",'<'IIlIcIlI.lh.." 72 y,'",' of "~". dic,l . __l\ugu"-t..JQ.___. 19 96 "I 1864 Spring Rood, Carlisle. PA._.______, 1'\I.'l'PI :I, !',,1I11\'.... dl'I."l'lh.'1l1 did lit II marry. \\01'" IInl Jinlr(\:d alld dill 1101 have;:1 \:hild born Of adopled alll.'ll'\\.',:UIII\1I111' Ihl' \\ ill t'lkrcd JIll" prl1hall'; \\<1' IhJllhc ,il.'lill1 III a killing anu '....as ncver adjudicalcd ilh:11I11!'I'!l'lIl: ~o e~~~J:!t.~o_n.~. _, ___ ~.. ._____.____._ _________.___ I>l'l"l.'lhll'lIl :II lkalh 1l\\lIcd prOl'l'r1y \\ilh l....lill1i1ICd \1.11111." <1\ 1',,110\\,; (If dnlllil.'ikd ill Pa.) :\11 r'll'".,ollal prol'l'lI~ Of 1l11lllolllh."ikd in POl,,) Pl'p"ollal propcrty ill Pcml'yhallia nl 110t dOlllil.'ih.:d ill Pa.) Pcr~ollal plopL'ny in COlllIl) "011111: III Il.'al ",'~I~Il\.' ill Pl'lIn,~l\allia "It!;I!'.! ii' 1..11..",: 1864 Spring--.Road,-Carl.isle,_PA____ s ---.12, 000 . 00 S S 5-100,1100 00 --.-- --, ----"-~-,_.._.._----... .-------.---- -_. .--.__.___"____u___ \\ IIIRII ()RI.. "<,,jl""1CII'1 ""l'c,'lllIlIy IC(IIIC'II') (hc 1"..h'lIo of the 1:1'( will and codicil(s) rf'l'~l'llll'd hl'fl'\\llh alld 1 Ill' gralll (}f klll'r'l -~'"testamentary '_.. , l:l",I.II11\"I1I,u\; .IIJllIllll,lr;llhlll ~.I.,l,: .ull1lini\lrmion t1"h"n,.:.I"a.1 lht,,"H111. " '7~ ._~"c<.-.t.~~ .. !!~fC~_L,_.L-Embordo _ ~)3) _C.a.v.~!I:"Y. Road H.mCarl isl.e..PA 17013 - ' .::. ;: -.'..---..---. ---..-----. 7 ., ; - _.. _. . _m.' __~... .~_._ " __ ,_ ___._'__.___.,_ .. ---~._---- _. '~"_m _,_ OATil OF PEUSONAL UEPIU<:SEi'llATIVE (,O.\I\IO'iWI'::\l.lIl OF I'E'i\'SYI.\'AiliIA I .. COl 'in OF Cl1HBERLAN,D________,_ j' >i>i fill' I'l'1I1111I1l'I(,' aht)\l'.n:lllll'd ~\\l'dll~l or allirlll('1) Ihallhl' ,lall..'l1Il'l1l\ illlhl' forl'going pctition iltC 1I1/t,," ,lIId ~'1I111."l,,'1 IOlhl' bl'~l 01 I Ill' ~Iltl\\kd~l' and hdkf of Pl'litiolll.'t('l} anu Ihal a, Jlcr~onal rcprl'scn- 1;\Il\l'I.1 ,11th\,," "ho\\'" d\"'(l'Iil'11I !ll'liIlOlh.'I(") \\ill \\l'1I and Iruly aUl1Iini\ICr Ihc c~ta'caccording 10 law. S\\n:n 10\ 1\1 ,llfill1ll\1 and "lIh~t,,"tihl'd .__~_ f'l.~ ~ J4_~_...,....-J!...~ __ Vl I".t"". 'lie' Ih1i' /J )-l.ST d"y..f '... aoyce~~,~~rnJj~:do ~ '71J:~~(f.iY.L{Vr..; 14>'(('-:;) Y.f,Ji(!\t+C,": ~.. -- ~~:=:~ ,. ~:=~=--= ~ I MARY C. LEWIS Ni'CI\/l" 1 (1 2 \ 5- 1,;)(..- 10 N 21 - 96 - fi(,J() II. Eslulc III' NOHflAN E. IIAHIlAII(:1I " I>ccclIscd DEClmE OF I'IWIIATE AND GI{ANT OF LETTlmS ANI NOW August n 1'1 96 . , '1'" I' I' ," ) ,,_---.-~------------.--.-' __"._, 1Ill.:01l'lt cr,lIlon 0 Ile pcllllon nn the rel'erse ,ide hereof, "lli,fllel<>ry prunf hlll'ing been pro,ent\'d befme lIIe, IT IS DECREED Ihlltthe inslrnlllent(,) dillOd___._.-!lnreh J1L..!991 de,eribed Iherein be lIdlllilled 10 problllo lInd filed .,1' !ecmd II' the 11I,t will of Norman E. Harbaugh lInd Lellers Testamentary me hereby grallled 10 Joyce I.. Lombardo '7t ( '1 fj! /') /'\ /J/ ' (j 1f, -re' . ,/1 'r" '.t"~ /}1. ~ (, .t/.f-1..<J J{clti\(cr of Wilb ' ( MARY C. L IS FEES Filed $ 235.00 $.-6....011- $-,.-,- $ 0.00 -5-;"00- TOTAL _ $252...0.0...... ..., ~.~~~?:r. .?~... .I,9??....,....,.. 1'1I0NE Probate. Lellers, Ele. "..".,. Shorl Certificnte,( 2) . , . , . . , . , , Rel))lOclllllon ...,...,.....". X-page JCP PA 17013 AIlIJRI'SS 717-243-0123 no ~ ;--- \':' -n ,..,-' .., , t , , C1 hi . ~ I . 1;'.' t Ii '.0 Letters and order put in attorneys file in Pro thy on 8-22-96. '..,. I'h"" ,,, ",,,lilli," 11" ",1,,'"1,''''''' h.." ;:".." I', ,.""",11 "'1,,,,11,,,,,, ,," """"..11 11'1"1",,,,, "I ,1",111.\,,11 I,k.\ ",," 1I1l' ," I ",,011(,,;:,,",11 Till ",,;:,",01 11 ,,,t,, ,,"' ,,011 III I..,,, ,,,,!, ,I ,,, Ii" 'I.'" \,,,,011\""1.\" litH t.., I"."""'" III hl"l;: WARNING: Ills IIlegol to llupllcnlc this copy by photoslnl or photograph. h t' I, 11 dll~ d'l 11th ,Ill, }.} Uti li,,:> ~I' ~,c~~~"t^-~ 11J\,'! Ht',L:l'Ill.lI 3756429 AU6 1 " 1~9o Il,lIe No, ~IOI 14111.. 1.'11 COMMONWEALTH OF PENNSYlVANIA. DEPARTMENT OF HEALTH' VITAL RECORD' CERTIFICATE OF DEATH ...".""-""Ifll IIJO&~SlC\;IIIlt'l''''''''llll L 176 - 16 - 6;06 OalIOfPUf".-t>l.l-' .,...ut;Ust lo ,1?96 ..., ... 1,1,;n1e ..., ... "-JlClOIDlal...c-.-....----...-- -.... ...-0 I~O "",~IC"I.-:I s..,.,...eo"."Il l"f'nnol:1. =",0 .).\ 72 '" (.W'ff'lcu~~rl:lnd -"""" .-~-- ,;hit.~ lOfT''''. .cr ..:::::r."::::~;: Labor" La.bor~r II 1 DlCIDUtI.lriIAUtGAOl)IIlI..~_~...r.c.JII 1864 sprine rto~d ..Cnrlis1e.l'enna. 1701; ,.u..III.lI.UoIlf..-~lF\t.~ncc :" Harbnueh , ""'OIWMlf .....11 ~ Joyc" L. Lombardo 1olO "ll. (lAI llI$f'O~l()ft :::~:--O "-__.....0 0 L~Gtiu't 20,1996 , UU:""_~ . 00tl219-L i~orth ~I ddl~tor. - ". n.O~'=" YOTHlIIII"'......,..-..-...- lli 1 lilac&J.P. E 6 ~"'jj'.CaVafr'y..Ko'a'cl:';'e""ar'i.'iG1e Il'~nnsyl vania. 1701; "",.cl DlSl'Q$lI'()tf._..~.-.r ~. r. .--westminster ~Iemor n1 ;;orth ~;iddl.ton Twp. , liaraeno. I cumbp.rlana \.oOUr1'ty . ......I-"'O~O""f.llJn vO to 1 :", ~wlng uro,ners'Car11s1e Penns'lvnnial 0 ~N"""""III I).IIl'IIlGNtO -...- CUr:lber1nnd - ,-,-'I'" _1 . p" n......,." 1____.___.____""""""...... "'..._......_.......IoDIH...-.-..,.......-....-...... ~....-_.._- 1-- :=-..::: ! "",'II; c.-~...-.--..-... ...................,..._......."""'1 I: OUlltllOl\......Cl76lOUlNClorl Ol~N..ow..unOCoCo.NlD .........."OI'DlAl.. I).IIl'I 01 IMM'I' ,_0..,_' '....01...",..,. ~,/If~, ",,"I.o.ultlfll,'lfOOIOIGl ~"'I""'lO CDU",nOt(lllC-AUU ..""", "'" 0 ..0 5. o o o o o ...-aOllOoJUlll""--'-""''-. WI. ..... - --- ... -- --- ~........-- .- - lOCRlOJoIlSt..~-- ..0 - .. " .... .... CIIIl""lIIo...__ .tllnlF'fWllO""IIO....~"'"'....(-.,...,~rJ~-"."..~...~..II'-.....,--(.--l....". '-......"'''''~,.....___lt..._.I....-"....... ,.".." ...."".,...,.....' j(l , < ~ .."__111I o.u. 0'_0.._' o ,I 7JE I' P'-/'l,9(.. .........'UOOAOOllllUOl'1I11JO"!"""9_C~lJlD~UK(lIIOl.d" ._111',0-....- 1<"Pn" PT/I R'u.."orru t'7"C: 512 oS;, p,"" ~r o (1 't:...~ ,e; 11~/3 '. : _AHDClIII'InINCl....,.IClAIl""""'.._~OUI'I"d.--lDt_-.,...' __........,.....-.,.....................-.-,-......""'_......_.1""'....-......... 'MIDC.lLlJA"""I'lICOl'IO"IJI Oll.............._...............III._..................ilI..t"M,....H1~,....I\foIe.'u,.,...,..K.,....,...lItf1e......I.I'''' ,,,".....-.."".........'....".'."...."."....."'......'.....,.........-........."...."....'......-..."... "G1,JU.lIIlt.400.uf1 lci..\ 'd.-\ ,QI " 21 - 96 - 660 nn -0 :n~ cF =l. en -. :-, -c. (71 0 N - :';:: , ":^-J .:, - h,t (jl - :p:i '0 . ~ c ~ !~ . ~ LAST WILL AND TESTAMENT OF NORMAN E. HARBAUGH I, NORMAN B. HARBAUGH, of North Middleton Township, Cumberland county, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: expenses, including assets of my estate I direct that all my just debts and funeral my grave marker, shall be paid from the as soon as practicable after my decease. SECOND: I give and bequeath and direct that each of my children who survive me shall be entitled to choose one item from my tangible personal property, including any automobile which I may own at the time of my death, but excluding cash, securities or other like items, all of my remaining items of tangible personal property not so chosen by my children shall be sold either at public or private sale for such prices and upon such terms or conditions as my hereinafter-named Executrix deems proper. The proceeds from the sale of all such personalty shall be added to and hereinafter distributed in accordance with the residuary clause of this my Last Will and Testament. THIRD: family mementos and be divided among my I give and bequeath and direct that all pictures and all of my costume jewelry shall children living as of the date of my death. FOURTH: I direct that all real estate that I may own at the time of my death shall be sold, either at public or private sale, for such prices and upon such terms or conditions as my hereinafter named Executrix may deem proper. All proceeds from the sale of said real estate shall be added to and distributed in accordance with the residuary clause of this my Last Will and Testament. FIFTH: I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my children, equally, provided that the share of any child who predeceases me shall be distributed to his or her issue, per stirpes, living at the time of my death, and in default of such then-living issue, such share shall be added to the share or shares for my other children. SIXTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. Rb " p", I " " '96 [,GO 21 ,'''' "-9 .i,.) "J C/l!: Cum" , il , j" ',/\ z ~ t Ollie := III z:l ..... t:l ~~~a~~ ij ~1 ~ CD o ~~~~ ~ CI: .,~~~~~ \4 ~ i) . dlSD:IIi~II[ tl ~ r.:l III Z 8 II i ~~~i ~ I ~~~o~~ ~ ~ a ..o:i ~ II .. ..... .~ .. Ie lotD .... I I I I \ D NO. AA 146919 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OP REVENUE OFFICIAL RECEIPT. PENNlIYLVANIA INHERITANCE AND ESTATE TAX . 1n.latJ u 1'-'4) RECEIVED FROM: i ACN ASSESSMENT '=' CONTROL IiII NUMBER AMOUNT RONALD L JOHNSON ESQUIRE 101 ~3,OvO.()O 78 W POMFRET STREET CARLISLE, PA 17013 ESTATE INFORMATION: ~ FILE NUMBER li 21-1996-0660 1:1 NAME OF DECEDENT (LAST) ~ HARBAUGH NORMAN E II DATE OF PAYMENT EJ POSTMARK DATE COUNTY 55N 178-16-6306 (FIRST) (Mil CUMBERLAND OATE OF DEATH REMARKS m TOTAL AMOUNT PAID $3,000.00 6K JOYCE L LAMBARDO CIO RONALD L JOHNSON CHECK" 122 SEAL ,. , j. , . ,'~ '/ ' RECEIVED BY' / I. i.i'" 1.. ,,:1. /,.,' '1./ , J;v I S1GNA1U~f_. ,-,-- . .A I, i ",. MARY C. LEWIS' ". '/ " REGISTER OF WILLS '. I REGISTER OF WILLS _ _ _ __ __ ___"_ _. _._" '_"_ ___.. ,__ . _+ _.. n _ ..__. ___.' .____ _ ._._ -_... ,-__ -_, l." ---- -'. _ . ...------...N_ r... 4i '--v ~,:. CERTIFICATION OF NOTICE UNDER RULES 5.6(n\ Nome of Decedent: Norman E, Harbaugh Dale of Deolh: August 16, 1996 Will No: 660 of 1996 To the Register: I certify Ihot notice of beneficial interest required by Rule 5.6(01) of the Orphans' Court Rules wos served on or moiled to the following beneficiaries of the above-captioned eSlate on September 3. 1996: Delores F. Unger PO Box 53 Orrtonna, PA 17325 Mallhew B. Slyder 216 Chestnut Street Ml. Holly Springs, PA 17065 Darlene M. Poole 44 Weikert Road Gellysburg, PA 17325 Nathan B. Slyder 216 Chestnut Street Mt. Holly Springs, PA 17065 Norman E. Harbaugh, Jr. 1864 Spring Road Carlisle, PA 17013 Shean B. Slyder 216 Chestnut Street Ml. Holly Springs, PA 17065 Joyce Lombardo 333 Covolry Road Corlisle, PA 17013 Notice has now been given to 011 persons entitled thereto under Rule 5.6(01) exc I: No exceptions. '0", ~~'s: -' ~... Date: September 3. 1996 N V) ~ cc \::.... -~ n- - . '. , I"- ~ t. ~ \.) ," 0'(;) " '" P\ e>o: 0: 'd ., , " Ronald E. Jo s n, Esq. 78 West P 1 .t Street Carlisle, P 17013 Phone: 717-243-0123 Capacity: Counsel for personal representatives () , ,Q ,~ E 08 20. II line 19 is grealer Ihan line 18. enler Ih~ differencl!! on line 20. Thil illh. OVERPAYMENT, eo 21. If lin~ I B i. g.eoter lhon line 19. 'mler Ihe dilfef('nu' on line 21, lhi. i. the TAX DUE, 12 II A. Ent.r the inlere.1 on the bolance dut' on line 71A. (21A) B, En'.' ,he 10101 of line 21 and 21A on Un. 71B Thi." ,h. BALANCE DUE. (2IB) 1.575,98 . ;o~ C~;~k :;::~~ ':'N:;';;'Ao:l~I~~S~;~~-S ON REVERSE SIDE AND TO RECHECK MATH ~ ~"" ."- ." "" ! J~d.r penoltiol of perjury. I declar. that I ho\'e exomined lhi. relurn, including o(componying uhedulel and stalements. and 10 the bell 01 my Lno.....lt!dge and b.elie~ I" frue, correct and complete. I dedor. thai 011 real 11110 Ie hOl been repoflrod ollfue mo,h'l ~olue. Declofolion 01 preparer olh., thon the pef\onolleprouHllok..e I :Joled on all information 01 which pr.parer hOI ony knowledge. \ \IGHA (OfptlK)HlU ~1.ttfOl"UHG.tUIH "'DD.!~~ " :Afl~"'i.0__'L:" _'- 333 CnJynu" I!",'~~ enrlj,;l~. I'A 17013_'" T/ AOOIU!. OAI'_h -; A - W._Pom(r~l5ln'''L. .Cllr.lis 1 ", PA 17011 _.j~f;rXZ-- II [v.ISOO [h (1.941 w ~ ~'" ~n:~, wD.U :>:00 u~~ o.m 0. " /5 -/2/-}0 " Il~~'r" ~..>.:- J I~OR DATES OFDEATIl AnER T 2/31/91 WECK IlERE IF A SPOUSAL POVERTY CREDIT IS CLAIMED 0 filE NUMBER .:?/ - /97~ - o06f, 0 COUNTY CODE y[~R NUMSER o(uotun(oM,Ull ADORIU INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ~ z w " w u w o COMMONW[Al1IIOf PWNSYIV,ANIA OlPA.IM! NI Of U V[NU[ OIPI, now I UAlIlIUUIIG, fA 111180601 lltClDlH1'~ "AMI IIA)I. 'IUT, Arm MIllOIlINI1IAII nnrbnllgh, Normnn IL 186!. Spri ng Ilond )Q(IAI UCURII\' UUMIU VAll UI III AlII DAti Of BIRlII en r 1 i 6lt~ I PA I 70 13 178-16-6306 R/lh/96 3/31/21, (00" ClImberlnnd ".~';~''''."'''''." .",,,,,. "...""" "'" ''''-;;'~~::~~_J,-6(i''''lUill'''U,jii'~~=-L=U'''-''CI'''" I'" ,,,,,"u("O";1 \'-1 'I Svpplt'mt'nlnl RI'lU1II [J 3. [ 1 ~a r ulurc InlNl'tl CompfUnl'''.I' [] !J (IN dOh" 01 dcnlh nit" 11.17.61) XX () Dt'(I.'dl'nl Died T~,lnlc [J ], Oco:d.'/'It Moinlninf.d n (..ill!; 1ru" _L e 1,,1(11 t~lJ",bl'l 01 Sole Dt'pO\il 60Ht (/olloch copy of \'''111 l/ollocl1 copy of THI\l) All CO~RrSPOND[NCE AND CO-N-FiD[-I~T'IAlTl,X INFORMATIOli WOULD liE DIRrCTrD -rr;,cTu ---:0----- 10,M( -- -~-=3U:WTl' 11 ,..1.1L1'lG AOll~I:') Ilonnld E. Johnson ______ _____ 7R \1. Pomfrel Street TU(fHON( 14UMUR ~-1l7~ 243-0123 enrli.le, I'A 17013 [Xl. [] 4. Rrmo;nr!t'f Rcluln (lot Cal,., 01 dt>oth J)I,OI 10 11.13,(1) rl,dt"ld ['1011' To.. Rcluln Rl'quifl.d Originnl Return lirTlill'd [tlalc .~ "'z Ww ~o ~z 00 Uo. z C> ;::: :5 :0 ~ 0:: .. U W ~ II) ~-9JL..!tO"O .1>0 (21 (3) (4) (5)$ 6,IR7.51 (6) $ 3,225.92 171 $99,413.1.3 1. Real Eslate (Schedule A) 2. Stach and Bonds (Schedule B) 3, Closely Held Stack/Partnership Intere,t (Sc.hedule C) 4. Mortgages and Notes Receivable (Schedule 01 5. Cash. Bank Deposill & Miscellaneous Penonal Properly (S,h.dul. E) 6. Jointly Owned Property (Sc.hedule F) 7. Trons/mIS,h.dul. GIIS,h.dul.q 8. T alai Gran Anets (total lines 1.7) 9. Funeral hpenses, Administrative Coth. MitcelJaneous hpenses (Schedule HI 10. DeblS. Morlgoge liobililies, liens (Sc.hedulc II 11. Talal Deduclions (Iotallines Q & 10) 12. No! Value of estate (line 8 minus line 111 13. Charitable and Governmental Bequesh (Schedule J) lA. Net Value Subject to To. (line 12 minuslln~~l~J._. m ________'. '5. Spousol Tronsfers liar dotes of death ohe, 6,JO.Q.:1 See lnslrudion, for Ar.plicable Percentage on Reverse 1151 _~__' ^ Side. (Include ...alues rom Schedule K or Schedule M I 16. Amount of line 1 A to. obit at 6% role (Include values from Schedule K or Schedule M I 17. Amount of lint 14 la.able 01 15% role Ilndude value I from Schedule K or Schedule M.} 18. Principal lox due (Add 10'" hom line1 15, 16 and 17) 19. Credits Spousal Poverty Credil Prior Poymflnh 0' (8) IQ I ~~Ll2!lO_.77 1101 __~34.69 20,515./.6 (111-- __ _ ____ "- ---- (17) ___18,897.n (13) __ (1417R,R97.97 X._= 116) 7R ~97.97 ___,~._..J ____ . "06 = _4,}3J.R8 1171 x .15 = z C> ;::: .. ~ :> ~ ::E " U >< .. ~ (I B) ___n~' 733 ._88 Inlt-r-,l Discounl (IQ) ___~} L57,~() (20) __________ _ + 3,000.00_._ +_"J5L9U Check here if you are reque,ting 0 r.fund of your overpayment, 1,57~.9R Act #48 of 1994 provldos for tho roductlon of tho tax rotos Imposod on tho nol valuo of transfors to or lor tho uso of tho spouso. Tho ratos os proscrlbod by tho staluto will bo: . 3% (.031 will bo appllcablo lor ostalos of docodonts dying on or altor 7/1/94 and boforo 1/1/96 . 2% (.02) will bo applicablo lor oslales 01 docedonts dying on or oller 1/1/96 and boloro 1/1/97 . 1% (.01) will bo applicoblo lor oslalos 01 docod",ts dying on or alter 1/1/97 and boloro 1/1/96 . Spousallransfors occurring on or of tor 1/1/98 will bo oxompt from Inhoritanco tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (v) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedenl make 0 transler ond: x a. reloin Ihe use or income 01 the property Iranslerred, ....................................................... x b. retain Ihe righl to designole who sholl use the properly Ironslerred or ils income, ............... x c. relain 0 reversionary interest; or ................................................................................... x d. receive Ihe promise for Iile of either payments, benelils or core~ ....................................... 2. \I deolh occurred on or belore December 12, 1982, did decedent wilhin two years preceding deolh Ironsler property wilhout receiving odequole consideralion~ \I deolh occurred oller December 12, 1982, did decedent transfer property wilhin one yeor 01 deolh wilhouI receiving ade~ate consideration~............................. .......................................,...................... ........ x x x 3. Did decedenl own on 'in Irusl for' bonk account 01 his or her dealhL.................................... IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YESr YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. . - LAST WILL AND TESTAMENT OF NORMAN E. 1I11RDAUGH I, NORM1\N E. IIARDAUGII, of North Middleton Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking all other wills and codicils heretofore made by me. FIRST: expenses, including assets of my estate I direct that all my just debts and funeral my grave marker, shall be paid from the as soon as practicable after my decease. SECOND: I give and bequeath and direct that each of my children who survive me shall be entitled to choose one item from my tangible personal property, including any automobile which I may own at the time of my death, but excluding cash, securities or other like items, all of my remaining items of tangible personal property not so chosen by my children shall be sold either at public or private sale for such prices and upon such terms or conditions as my hereinafter-named Executrix deems proper. The proceeds from the sale of all such personalty shall be added to and hereinafter distributed in accordance with the residuary clause of this my Last will and Testament. THIRD: family mementos and be divided among my I give and bequeath and direct that all pictures and all of my costume jewelry shall children living as of the date of my death. FOURTH: I direct that all real estate that I may own at the time of my death shall be sold, either at public or private sale, for such prices and upon such terms or conditions ~ as my hereinafter named Executrix may deem proper. All proceeds from the sale of said real estate shall be added to and distributed in accordance with the residuary clause of this my Last will and Testament. FIFTH: I give, devise and bequeath the residue of my estate, of every nature and wherever situate, to my children, equally, provided that the share of any child who predeceases me shall be distributed to his or her issue, per stirpes, living at the time of my death, and in default of such then-living issue, such share shall be added to the share or shares for my other children. SIXTH: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. IEY.l102 IX. 112'''1 * COMMONWfALTH 0' 'ENNSYlYANIA INHUIJANCE fAX .tWIN .ESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER 1996-0066 Norman E. Horbuagh , (Prop.rty folnlly-own.d with RighI 01 Survivorship mUll b. dl,clo,.d on Sch.dul. FI All r.ol"lol. Ihould b. r.port.d at lair mark.t valu. which I. d.lln.d a.lh. prlc. 01 which prop.rty would b. ..chang.d b.lw..n a willing buy.r and a willing ..1I.r, n.lth.r b.lng comp.n.d to bu or ..n. bolh having r.a.onobl. knowl.dg. alth. r.l.vanllacl.. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. ALL THAT certain house ond four tracts of land situate on State lIighway Route 34 in North Middleton Twonship, Cumberland County, pennsylvanin containing approximately 200 feet in front along Route 34 and extending to a depth of approximately 200 feet. Property sold (see settlement statement ottached) $90,000.00 ------ _T()~~J~."..!"-I.r on lin. t. R.copltulotlon) 11'_..,.. ..........:. ........I...J ., S 90,000.00 --'~._-~--- 1 , \ I I i \ \ tA'''O'''''"1 I.' '" '1--!1_ P'I.1 '_A ____0"11,..'\11: A, U G DLI'AntMtN1 Of ItOU51UG AND UJl(lA'~ oeVtlOI,,..un II ... ,J '"to :-', 1YI'1! OF LOAN' I_IliA. 1_1)0411'" J ..x..m",v,t:~IS\ . \'A J _CONY IN\ Sold Is, Guido, Shuff & Masland ~ I' , r,lt foI.....' LN. 1'01....., 11191-126 . ",,,,.,.,.1.. C,M"''' f,E11LUl[NT Gl",l[Mrt~t C '~Of[ '''u 10"" U fIlm"","'o t'1't,...... II JI,Utmfflll",J(n..d ,wi"""" WIU A,"II""" I'd.J ,,' 11114 llylh, Jt"ttntm,.,I,T"' II" ahnoon JrttfU mllllotJ "(PO C r Wf1f f'oJIJ "..lII.I, ,hi (I,ll,"' ..1,1')' "" .,,,,.,,t! II", ',of '"">mIdI'OIl'" "",""1111 II'1J II" lUll Vttl~J,J ill Ill, "~,Jll o NAM[ AtlD "'ODfl[~5 0' llOllllOWlATt Dee Enterprises, JTOnn l NAMe. Aoonu.s APlO tII, Of &lll[1l [sl.lle of flarman Eo lI,lrbaugh , "AI.'E AND AOO.I[S5 or lUfD[ n ()"uphin Ot'po!.i t O,Jlll MId Trust Cn:npMIY G rnor(flf'l lOCA'IO'_ 10M Spr;lIg POl1d (,lrl is Ie Pcnnsy 1 van i t'l 17013 L~Jf'l<'f~"" t." ~...".., 1l,...,'....~1 S.lidi\ I '.I'I,1!:.lilll(1 llU 1251694606 II ~I fl..l'JI'.l AGtlll Guido, Shuff I';I,C( or ~(lTl[IJ[NT 2& ~cSl Ili~tl Slreel Carl ;sll', Pt. 17013 , 5tnlEY[I.l CATE 02-21-97 J SUMMAItV OF nOItROWCR'S nW;SAL'TlnN "- SUMMARY OF sn~R'S TRANSACTION I"" (iRon A,.\fmlNllJl11: fRmf flmmOIl1.1l '^' (if/OJS AMOUNT IJlJF. TO St:/.J.E.R: 10\ COl1l1arl ult"f'f1cC' -oj ,UUU.UU '01. l~lntllCI ult. rnc~ l11m":1I( Ill: I.n",~ull''''l,,'n)' ~Il=-- I'cnon~l rf"I-.:f1~ 1U.l !\cWcmrnl ch,u~a In bo~C'f{l'"t l400J 2:nbr.1lO 'OJ '''' '0." ,., 'O~. AJ/lIJlmr1lU {M ItmtJ paId by .tll" in tuli'tJll(t AdluJII"mu {!IF IltmJ p~jd by 1t11" in "d"<'01ft( If)/'. CI~'.'r<Wnlue\ I. '06C1lyflO'>lolllnC1 .. 107_ Ct1unlY 1,1,\1;1 Ul-ll-9/10 Il-jJ-Ij/ lYl.U\ 'Q7.Cml/uyu.'tt U~-21..9/IoJ2-3 ..97 192.0\ 1M A"t"m~nll I. 1011, Aunlmrnll I. ,.. ~ChOOI 2-21 to b-JU-YI 3[ .2l '0'> SChOOl 2-21 to b-30.9] B Ita Flna Water q~.JI '10. t1na water III. '11. IIZ '1:: III '11 "' ... '" ,,~ 116 .., l:!O GROSS AMOUNT DUE fROM nOAAOH'ER -92;,YY.b2 ,~l} GR05S A.'fotl.\'T DUf; TO SEU.ER 90,538. ( 1M A"OU'7S fAJO BOOR rN BEl/AJ.F OF n"nn~ '00 RF.Dt.'CTIONS IN AMOUNT DUE TO SELLER.: ~Ol l}cor""11 or urntll mon~ ' !Ol I'..IC"\I''1''''llft'''I'UIl"LtClltItU' :I!~ rlll,c1fl..1 ..muunl of nrw lnanCa) -n,. ~Il:: !\(-lIkr.lrnl,h~rtM In r.elltrfll11t' 1100, -h;'iAA-:Tii ~?'l b,\l.r.t In.m(.) lJ~~n autolrCllo -- '0' I.,,'"q: ""'~I_"l'lcn lutol~ClIO ;:II! ~'... l'~\'dlll: l,t"l r.l"rlt.l~e INn ;U~ ~f)~ I'J)o!ICl'lcwniJ r:lOl1llleklan ,M ~!V, :p~ ~{,- - :11"- ~ll. 1;,,'/ ~lI'1 - AdilLJtml"'l1t (lJIl'"", WlpdId by nlltr Ad,.It'''''''tII:1 I'" 1~t1"U IlTINid by Hlttr 1:10 C'I~'''I'''''nlun .. '10 CII)tI,...n '''H'' .. 1;:11 COllnl\' uses I. 511. Cllunl\' UJrl ,. I::I~ ,'U\\"..\,~rn" I. ~1: A'.~""mcr.l' \. ::!\ ~D ~II ~ II I ~ I ~ ~ : . . '::11, ~: f, ::11 ~I':' ::111 51!' :1" ~l'l TOTAL PAID BY/FOR 1m..". m;DlJCTION AMOUNT :21) BORROWER 72,500.00 ,~o nlJf..JEUER 6 588.07. JOCl CASII AT SETTLDlENT,FROUfTO 80RROII'f1l flM (".ASII AT SF.17LEMENT TOJFROM Sw..E.R :\01 Cirou amounl due from ~,(liIIt' 12D) IJl,tJY!i.bi t.Ol Con"" ~:::llur,1 J"t III uUtl//I"t' 410) 9U,538.b2" .W2 I~ amollntiit.lid bytrof ~f(liIIt' 11O} ,~UU.O{] f.lI: I r\\ U.I:IJ,lm~\ I!'I Amounl due seller(b'"t ~ID} b,'HH.Or .10,' rAJIII X FROM) ( TO) BORROn'[R 20,099.62 f~'; CA_I'III X 1/1;/ FROM} SF.UER 83,950.551 lA....'A nil. IOL"i1,ICA11OfIII"\JNllA souc:rTAllOH w:ulJl ~,,::,~::.:::~::....,,:==~~=---:::"-;:' "1~::~7~"::::':-:~ ,l:::::~,'.,:,:,~:~~~:. f:~.~':~.~~=:''''=::::''~-''-'I ; '.~., I.~""''''''~' 1.....",'l'oMtIIM..........."'-"'__.._......_.."."'.... <I.~,I".'.6........' :';;;:;..._...........-....~Ut.OJll...._ 1101..,..,........._............"" ."_~."~,~. ,....... ~"''''''';'::-;;-:;''' ,.. ,.,...,..lOfolll.m_."'....."......,....... .....,.'" a'_' ~ ....,..,... .........~ ~ .,.........-4.....""'.,......- 111..\ ...._.IU'.~....... ",u"",""l ("AT""'P'lII'l" -'11'1- ,...., '" L SI:111J~MHNT CIIAJlGts .~- "'"'700. 1'OTAL'SAlJ!SJlmOKEl"'S'COMMISSION:'I'~, ,/1.....~.:i'.""~~.r-:':'i,....!.1.':..i1; t-r:w'f.t"...,." rAJD I1l0M I\A."[I) ON rille!! , Yl,OOO.O II> ... ~ 400.00 rAID fROM Ui\ukln of Commlukln (lint 7(0) .. (oIlO'M nORllOWER'S 'EUJ!R'S 101. , 5.4,~0.001. Century 21 Associates ItJNOS AT n.INo' ^T 10Z. I I. SETIl"EMENT SETtlJ!Mr:..Nl 70' vlltlmiulOft raid .15tulemenl 5,400.0 ,.. ,00. m:MS ".U~IfI.F. IN CONNCCTION 117111 UlAN ' '.'.' .. " IP;71; ;1 ' '.'.'.1.. ..' " .,', '" I..un UnIU\.,km hi .. IMu ,n e OSlt U.lnk lInd rust om an . .01 .., l.nanr>lunllnl .. .., Af'f'f'IUII'~lo ... emlll lttfWV1lo "" llndtl". lMr;cllon rte In "'" Mort...e Inlllnnet Arl'he.1h/ln Fet III ," MlumnhOft reI Itl Mil W, I'ln '" !il: ,.1.\ H' (l0tl. 1TJ-:,,\IS /U:QI:m,UJ la'IJJo'lJf.'R 10 lIE. rAm u: ADI~".('I: 'J'.I1 Ir.lflftl f~l!m '" l!lS /I!~, ( .\1.1") 'joIn ~~,;-;1;.;;c InllHJMC l'relTlllln' 1M mOT,''''' In 'I'!H IIn""J IMIIUMC "llmlum 1111 I ~r~f 10 t10uverll .... 'A)~ 1000 HESEHvz.:s m:rOSfTED nml LENDER .' , , ' , , . ., .. .. '" '...~ . "to', .~ -..:.:........:.\f~~. IOOt.lburd Ir.lunnu: month. (if' , N, monlh 1002. Monnrt In\unncc month\@ I ~tmonth lool CIN nre....."" luo montlu @ I r<t month ,00< CounN rlfOtlt"1fY IUtl monlh.@ , nrt monlh 1005. A:tnulllucumenll monlhl (ii) I roc. monlh 1006. montha@ S PIt Clonlh lOOt monlh. @ S net monlh 1008. months@ S rotr month , JlOil T11IEalARGES~:'" ':'l'1...~~,,:t.-~ '~_~.;..,.,;'":UM.."r~-~!. ..'..., ' . '; ~ ~'," ,'..1 t:.~ .... ;~:':; ~:.. I"f" .. ')lI I..".... 1101. 5rll!emrnt orc!OIlnl: fee 10 1101. AbmlCt Ot title Kirch 10 1101 Title cumlnllion 10 II" Tll!eu:\1,;rlr.cl bjn~e' 10 I IUS. nlXUmr~.' nrensrJllOn 10 110..... ~,an' let 10 Cash b.OO 1107 ^1:l'lrr,t\t fee 10 f\n..-l........,o:: 1 I) n ,.. (1fl(,'"Jn o:tm~ 11t'l'l'U num~J: J 1I0,~ Tlt:e lr,\,.~.l~cr 10 SaidlS GuidO Shuff & Hasland b45.0 (1....;/..JlI c~".1' Ilt'l'l'U numb"l. 1101 1102 110) 1I0~' 1I0R I 110'1 1.t!l<len.(I\curt , 72 000. 1lI0 O"'!':Cr'1 ('''\rr~~t b45.00 I 90 000. \III Endorscrr.ent!. 100/3 0/8,1 to Saidis GUl 0 Shuf I, ~~a s an i 75.UO 111: I IIIl Seller OlSb. Fee to Sa, 15 GuidO Shuff & Hasland , 15~O' 1:00 r,OVf.R....Mr.NT RECORDING AND J1W{SFER ClIARGF.S 1:01 Ilccnt~I~.t fen. Derd , 25.50 ~on..., , 27.50 .Jtcic,'cS .J.UU , 1202 CII\'-C"U~I~ IU.'II,mm nerd I O~OO : Mtlnurr S 900.00 I 1:0) SlIle tntuml'l'l. Drrd , 0.00 : Mon~,.r S 120' 1:05 IJro_ ADDrrlONAL SETTU'.MENTCllARGES...., . . ," ~ ,~. . .. , , ., ~ '101 Postlert lcat10n to Do tch Pest ontro 110> 1997 lountvllwn Tax to RoM n Sol enboroer lax ollector '103 ,10< 130S, 1106 1301, \l0' ,'Ii~) :OIAI- .\rnl.f.\t/;,"7- rUAHGES Iml" 0tI tl'ln 10J. S<<rifJl'l J tl1lJ '01. .'tnn,,,, J:, 2 06\.00 6 588.07 1._ ....!... '........, ,... "..!, , I ""H_~' ......_'" ...... ..,1M ..... "''' '..-4H~"" ~......... ...t ......... t., ,_~, t>f .......,.. ": h__..'...... -., _.".. till..... 1n...<<......I'....,"..tt.,I...'......I'.""..IlUD1""".._...~ ~,.'" ./ /., 1_,.,'., i T,,"'-' .>""'> fi;-,-...,n I; K.rtl \!_UH 1 ~~;.{.( ~,.1.", T.\tII"_.r~.:.:.~~~I~:~~~.......I~ .,1tM...,......;;~~..,...\ '*":;;,~_.. DYllJ.lir.;-:-;.",r::': ""VI ..:.._-- "ARpjl..C. II... ,.,... ". ,........,'1.....1.... ..._.... u..... "-_... ""'__ .......1_ ,_......_,.... .... ~. r_.......~ ,. foUoilo'" ~.~ ,. .,.. ".. ...,,""'. 11111 ....'WnlnolIO,. .,...IIOtIU'II,,,, 9.,~'9 ~ COMMOHWfAlIIl o. rlHHUlVAHIA INHUIJAHCr lAX .(tURN USlO(NI DlClD(Ht SCHEDULE F JOINTLY.OWNED PROPERTY ._,---~"._....._-----'_.~--- ..._--- ESTATE OF FILE NUMBER 1996-0066 NOQrmnn I;. IInrbnugh Jolnllononl(.I. NAME A. Joyce I.. Lombnrdo ADDRESS 333 Cnvnlry Rond Cllrlir.le, I'A 17013 .-.-.----.,,-....... RELATIONSHIP TO DECEDENT Onughter B. C. Jolnlly.ownod propoTly: ITEM LmER DATE FOR TOTAL VALUE DECO'S DOLLAR VALUE OF NUMBEI JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. A 5/14/87 Checking Account No. 190-070-5839 Mellon Bank (See lutter attached) 6451.83 50 3225.92 - ---.-.-- ,--- u 53225.92 ,._-,.-. TOT At (Also enler on line 6, Recapitulation) ,. ...._~.. -...-- (II more spoce is needed inu'" uddlf;onol sh~eh o( some size} @ D lS~~U~ ~ 1m SFfl 2 6 9l) llW Mellon Bank 1',(1. I'll' 'jh!t!1 1'11I1.ull'II,Iliil.I'A 1II1111"j~r.1 September 23, 1996 lIndrcws &. Johuson Attorneys At LRW 78 West pomerut Streut Carlisle, FA 17013 Attn: Ronald E. Johnson Rc: Estat,e of N01'''',lII E. Harbaugl. Dellr Mr. Jolmson: In accordance with your request, tile att3clJed informlltion sheet has been provided as of August 16, 1~96. Nease see attRchod inforllllltion :iheet. If YOll r6'luiro Curthor assistbllct', pln"5ft cont.R.,t tile und.,r signed at (215) 553-1585. Sincerely, J/~tl ?(Ji1.Y J, Shell a Wlll'WU Mellon Bank, N.A. Deposit Support Services (199-5355) P.O. Box 7899 philadelp'Jia, PA 19101-;R99 482 L. Alsop .."UIl,,'I'''\ n~h:~C\ .... :fil:,. COMMONWI Aun Of PI UN~Y1VAtUA INtiIRnANeIIA.. .(lURN RI~lmNl OlelDINt -~ _. ..--' SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF ITEM NUMBER Norman I'.. IInrbnugh DESCRIPTION , I \ PI.alo.Prlnt 0' ~vpe..__ FilE NUMBER 1996-0066 ..._-_._-~--_.._--- A. Fun.,ol Exp.nI": I. 2. B. 1. 2. 3. 4. C. I. 2. 3. 4. 5. 6. 7. 8. Ewing Brothers I'unura I lIomu Westminister Celllutnry Administrative Cost" Joyce Lombardo Penonal Represenlative Commission$ Social S.curity Numb.r of P.nonol Repr...ntali..: 206 V.a, Commi..ion. paid 1997 Attorney Fe.. to Andrews & Johnson, Attorneys Fomily Ex.mption Claimant Normon E. lIarbau~_JR'elalion.hip Add,... 01 Claimonl ot dec.d.nl'. d.alh 51,..1 Add,... 1864 Spring Road City Corlisle __.Slole PA Probol. Fee. to Register of \~i lIs Miscellaneous Expen.." Cumberland Law Journal - Advertise Letters The Sentinel - Advertisu Letters Fronk Potteiger - Appraisal 32 son Zip Code 17013 AMOUNT 3821.. 00 700.00 4809.38 3854 2505.00 3500.00 255.00 60.00 74.01 50.00 Montgomery Words - obtain car inspection report (inspection not done'. The Guide - Advertise sale of home The Sentinel - Advurtise sale of homu Mellon Bank - Check expun"e Cosh - fuel oil for homu 17.97 18.40 81.20 5.00 150.00 (See attochment) TOTAL (AIlo .nler on lin. 9. Recapitulalion) s (II mare space Is n..ded, ins.,t additional sh..ts 01 sam. slz..) . .. -. ..'~ .... .~ INHERITANCE TAX RETURN NORMAN E. HARBAUGH 1996-0066 SCIIEDULE II ATI'ACIIMENT 9. Unitcd of Pcnnsylvania - Utilily bill 34.45 10. Pp&L - Utility bill 35.58 II. BFI - Trash Rcmoval bill 32.25 12. Carlislc Suburban Co. - Propanc cxpcnsc 93.75 13. TV Cable 24.89 14. United of Pennsylvania - Utility bill 21.58 15. General Accident Insurance - Homeowners Fire Insurance 189.00 16. PP&L - Utility bill 20.21 17. Charlie Penner - Removal of trash from home 125.00 18. PP&L - Utility bill 29.17 19. Robin Sollenberger, Tax Co lice tor - 1996.97 School real estate tax 867.71 20. Bilo Oil Co. - Fuel bill for homc 214.27 21. United of Pennsylvania - Utility bill 23.14 22. Suburban Propane Co. - Utility bill 157.38 23. United of Pennsylvania - Utility bill 23.37 24. Suburban Propane Co. - Tank rcntal 9.54 25. PP&L - Utility bill 27.99 26. sico - Fucl oil for home 164.115 27. BFI - Trash removal 32.25 II'" !tlll't 11111 ~:~;!- (()MMOHwIAlllIOf ,f.m\U'l'ANIA IMH..nAM(I 'Al "'UIH U~l~~~' O'!U)_I~I..._ . SCHEDULE J BENEFICIARIES Normnn IL IIn rbnllJ:h FILE NUMOER 19%-0066 ESTATE OF .------- --- --,.-------- ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE ____"..____.___._~ ___ _~._____,______~n_. A, laJlable Bequo.": l. Joyce Lomhnnlo I 333 Gllvn 1 ry 11<1., Cnrl inle I P^ dnughter 20% 17013 1ll!lorl!8 F. linger, PO !lox 53, Orrtnt11Hl1 P^ 17325 dnughtcr 20r. Darlene H. Poolc, 1,4 \o1vickert lid. Gl!ttysbllrg, P^ dnughtt~r 207. 17325 Norman E. Hnrbaugh, Jr" 1864 Spring Hon" son 20% Carlisle, PA 17013 Mattlww n. Slyd"r, 216 Clwstnllt Street grandson 1/3 of 20% m. Holly Springs. P^ 17065 Nothan B. Slydl!r, 216 Clwstnllt Street grnndson 1/3 of 20% Mt. 1I011y Springs, P^ 17065 She on B. Slyder. 216 Chestnut Str"et grandson 1/3 of 20% Mt. Holly Springs. P^ 17065 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF EST A TE 8, Charilable and GO'l'ernmenlal Beque\": l. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aho .nt., on line 13, Recopitulolion) S (If more space is needed. insert additional sheets of same size) \" ~ ... .. .' ~. COMMONWEALTH or P[NNSVlVAWA OEPARlMENI OF nEVE/WE BUREAU OF INO'VIOUAL TAXES orPT 25060. UAfWlsouno, PA 17128.0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT . NO. AA 242252 14'Vl1O> EX \11,'., RECEIVED FROM: r ACN ASSESSMENT CONTROL NUMBER AMOUNT RONALD L JOHNSON ESO. l.Vi ""1.1t:j 78 W POMFRET STREET CARLISLE. PA 17013 fOlOtl(Rf ESTATE INFORMATION: FILE NUMOER , FOlD HERE -1 NAME g;DE~.$t WA~ SSl~ ~itlr~b-6306 IMII DATE6~eRMAN c POSIMA~I JA?lt+997 CDUNry~{)~~G ~Yr~bAND DArE F E/\tiT' TOTAL AMOUNT PAID ~ , . q:t I~ i ': .!~ fi O! \'.'!:.[<:.: SK REMAR JOYCE L LOMBARDO C/O RONALD E JOHNSON ESO. SEALCHECKII 150 -. . --.... --- - -. ,- ~...- --'---~----J ~ " . ,- ;e.. , -'-.. - --- -p---- -~.-..---...~.~ .+~ t 1'!~- , /S-/,:t./ ok' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU Of INDIVIOUAL TAXES I NtlLR I IAHC[ Ult DiviSION OlPI. ZIObDl IlAARISBURC, PA 1I1:a.OltOl C-- NOTICE Of INItERITANCE TAX APPRAISEMENT. ALLOWANCE OR OISALLOWANCE Of OEOUCTIONS ANO ASSESSMENT Of TAX RONALD E JOHNSON 78 W POMFRET ST CARLISLE DATE ESTATE OF DATE DF DEATH FILE NUMBER COUNTY ACN PA 17013 09-09-97 HARBAUGH 08-16-96 21 96-0660 CUMBERLAND 101 Anount Renitt.d ~A~. ~~l~. ~ ~.,"" 11"lh' U In III.'" NORMAN E 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 ~ iiiv=i54TETiiFP-ni:i=ij7Y-NCi'ficE-OF--iNHEiiiiANCn'"AiniPPRA"iSEHENi'-,--iiLi."OWAiicE-oli----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HARBAUGH NORMAN E FILE NO. 21 96-0660 ACN 101 DATE 09-09-97 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ahh returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Lina 14 at Spousal rat. (IS) 16. Anount of llna 14 taxable at Line.l/Class A rat. (16) 17. Amount of Lina 14 taxable at Collat.ral/Class Brat. (17) 18. PrIncIpal Tax Due TAX CREDITS: PAYHENT OATE 11- 07-96 05-19-97 TAX RETURN WAS: I X) ACCEPTEO AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN I. Rod Estoto ISchodulo Al III 2. stocks and Bonds (Schedule B) (2) 3. Closely Hald stock/Partnership Intarast (Schedule C) (3) 4. Hartgagas/Nota. Raceivable <<Schedule D) (4) 5. CashlBank Depolitl/Hilc, Pe~sonal P~ope~ty CSchedule E) (5) 6. Jointly Owned P~ope~ty CSchedule F) (6) 7. T~ansfe~1 CSchedule G) (7) 8, Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fune~al Expenses/Ad". Costs/Hisc. E~penses CSchedule H) (9) 10. Dobts/Ho,tgogo Liobilitios/Lions ISchodulo I) 1101 11. Total Deductions 12. Net Value of Tax Retu~n 13. Cha~itable/Gove~nn.ntal aequests ISchedule J) 14. Net Value of Eltate Subject to Tax NOTE: RECEIPT NUMBER AA146919 AA211312 DISCOUNT It I INTEREST/PEN PAlO 1-) 157.89 .00 I CHANGED 90,000.00 .00 .00 .00 6.187.51 3.225.92 .00 181 20.080.77 434.69 I1ll 112) 113l 114) .00 X .00= 78.897.97 X .06= .00 X .15= 1181 AMOUNT PAID 3.000.00 1.575.98 INTEREST IS CHARGED THROUGH 09-24-97 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insu~. p~op.r c~.dit to your account, sub"it the upp.~ po~tion of this fo~n with you~ tax payment. 99.413.43 ,n.;I; 46 78.897.97 .00 78.897.97 .00 4.733.88 .00 4.733.88 4,733.87 .01 1.17 1.18 . If PAlO AfTER DATE INOICATED. SEE REVERSE FOR CALCULATION Of ADOITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. If TOTAL DUE IS REfLECTEO AS A "CREDIT" ICRl. YOU MAY BE DUE A REFUNO. SEE REVERSE SIDE OF TNIS FORH fOR INSTRUCTIONS.l . \, ~ RESERVATION: E.tat.. of d.c.d.nt. d~lng on or b.for. D.c..b.r 12, 191Z .. If any lutur. Int.r..t In the ..Iat. I, tt~".t'.d In pa.....lon or .nJo~..nt to Cia.. a (coll.t.rall ben.llclarl.s 01 the d.c.d.nt .'t.r th. ..plt.tlon 01 ~w a.t.t. ,., Ilf. or for y.ar., the Co..anw..lth h.r.by .xpr..sly r".r~.' the right to IPp,al.. ~ ...... Iran,'.r Inhe,ltanc. ,.... at the lawful Cl.s. a (coll.t.ral) rat. on any .uch future Int.r.st. PURPOSE Of NOTICE I PAYKENT: REfUND (CR) I OBJECTIONS: Alll"M ISIR.TlVE CORRECTIONS: DISC~T, PENALTY, INTEREST, To fulfill tha r.qulra.ant. of Sactlon 21'0 of the I~rltanc. and [.t.t. ,._ Act, Act II 0' 1"\, III P,I, Section 9140). Detach tha top porUon of thlt NoUce and .ub.1t with your payaant to the Rlghtar 0' Willa "Inlad on 'ha "~Itla .Ida, "Haka chack or .onay ordar Plyabla to: REGISTER OF MILLS, AGENT A r.fund of a tax cr.dlt, Which w.. not r.qu..t.d on thl Tax Rlturn, ..y b. r.qu..t.d by eo.,l.tln, an -application for R.fund of Plnn,ylvanla Inherltanc. and E.tet. Ta." (REV.I]I]I. Appllcallon. I,a .~.lllbl. el th. of'lc. of the R.gI.t.r of Will" any of the 2] Rlv.nu. District Olflcl., or by calling the .p.cl.1 "'hou, an.warlng ..r~ic. ~blr. for for.. ordarlng: In P.nn.ylvanla l.aOO.56'.ZO~0, out.ld. Pann,YI~anl. ~ within local Harrl.burg .r.. (717) 7.7.a094, TOOl (717) 772-2252 IHa.rlng lapalr.d Only), Any party In Int.r..t not .atl,fl.d with the .ppr.I....nt, .Ilowanc. or dl..llow.nc. of d.ductlon., or ........nt of 1ft>> (Including dl.count or Int.r..t) .. .hown on thl. Notlc. .u.t obJ.ct within .I.ty 1601 da,' of r.c.lpt of this Notice by: "written prot...t to the PA D.part.ant of R.v.nue, loard of App..ls, Dept. 211021. tt.rrhbur" PA ...l.ctlon to h.v. the ..tt.r dat.r.lned at audIt of the .ccount 0' thl p.r,on.1 r.pr..ant.tl~., ..app..l to the Orphan.' Court. OR 11111.1011, OR Factual .rror. dl.co~ar.d on thl. ........nt Ihould b. addr,.,.d In writing tOI PI D.p.rl.ant of R.venue, Bur.au of Indlvldu.1 Tax.., AfTN: Po.t A....,..nt R.vl.w unit, D.pt. Z10601, Harrl,burg, PA .'11..0601 Phona (717) 7.7.6505. S.. page 5 of the bookl.t "In.tructlon. 'or Inh.rltanca ta. R.turn 'or a R..ldant Dec.dant" (R[V.150IJ for an .xpl.natlon of 8d.lnl.tr.tl~.ly corr.ct.bl. arrors. If any tax dua I, paid within thr.. (]) cal.ndar ..nth. .'t.r the d.c.d.nt'. d.ath, a 'I~a p.rcant e~~) dl.eount of the tax paid I. allow.d. Th. 15% t.x aana.ty non-p.rtlclpatlon p.nalty I. coeput.d on the total 0' thl ta. and Int.r..t .......d, and not paid b.for. January la, 1996, the flr.t d.y aft.r the .nd of the t.. aana.ty p.rlod. 'hi. non'PI,tlclpltlon p.n.lty I. app.alabl. In the I..' .ann.r and In the the .... tl.. p.rlod .. YOU would .pp..1 the tl. and Inta,a.t th.t ha. ba.n .......d .. Indlcat.d on thl. not Ie.. Intara.t I, chargad b.glnnlng wIth 'Ir.t day 0' d.llnquancy, or nln. (9) eonth. and on. 1.1 day ".1 tha dlt. 0' d.ath, to the data of pay..nt. Ta... which b.ca.. dallnquent b.,o,. January I, 1'.' b.ar Inl.r..t It thl tata 01 .Ix (6X) p.rc.nt p.r annua calculat.d at a dally rat. of .000164. All ta_.. which b.c... d.llnquenl on and .fll' January 1, 1912 will ba.r Intar..t .t . rata which will vary fro. cal.nd.r y..r to c.land.r y.l, with thll ,at. announc.d by the PA D.p.rt..nt a' R.v.nu., Th. appllcabl. Int.r..t r.ll. lor 1'.' throulh 1'" a'.1 !!!r Int.r..t Rat. DailY tnt.r..t Factor !!!! Inl.r..1 Rata DailY Inllr..1 hcl.r nlz ZO~ .DD0548 .9.7 n ,DIll'" 1915 l'~ .D00458 .911-.991 III ,DlUol 1984 11% .000501 1991 n ,01"'" 1985 U~ .D00556 .995'.99" " .lIonl 1916 l'~ .DDOll4 I"'S'I99' .~ ,lOot'" ..Int.r..t I. calculat.d .. 'ollowlI INTEREST = BALANCE OF TAX UNPAIO X NUNSER OF OAYS OELINQUENT X OAILY INTEIEST FACTOR ..Any Hatlc. I..u.d .ftar the t.. b.co... d.llnquent will r.fl.ct an Inl.,a.t c'lcul.llen Ie flll.an el'l d.y. beyond the dlt. of the ....,...nt. If p.y.ant I. ..d. .'t.r the In,.,..1 c.~lallon d.la .hown on thl Hotlc., additional Int.ra.t au.t be c.lculatad. , , /j- /11/ /(.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT (:., f. BUREAU OF INOIVIOUAL TA~ES IHtl[RIJANC[ TAl( DIVISION DEPt. Z30601 tlARRISBUAC, PA 11IZ8-0601 Itw,I'" (I H, UI.tll RONALD E JOHNSON 78 W POMFRET ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN E 10-20-97 HARBAUGH 08-16-96 21 96-0660 CUMBERLAND 101 NORMAN PA 17013 Amount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To in sur. proper credit to your account, submit the upper portion of this forn with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FDR YOUR RECORDS ~ RE-v:i&b-j-Ex--AFP--ioi~97j-------...--iNH-ERlirANcif-TAX--STA-iEHE-NT-b-F-AC-COUN-i--.-..--------------------- ESTATE OF HARBAUGH NORMAN E FILE NO. 21 96-0660 ACN 101 DATE 10-20-97 TNIS STATEHENT IS PROVIOEO TO ADVISE OF THE CURRENT STATUS OF THE STATEO ACN IN THE NAHEO ESTATE. SHOWN BELOW IS A SUHHARV OF TNE PRINCIPAL TAX DUE, APPLICATION OF ALL PAVHENTS, THE CURRENT BALANCE, AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-02-97 PRINCIPAL TAX DUE. 4.733.8B PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-07-96 AA146919 157.89 3.000.00 05-19-97 AA211312 .00 1.575.98 09-19-97 AA242252 1.17- LIB ..' .. , TOTAL TAX CREDIT 4,733.88 BALANCE OF TAX DUE .00 .00 .00 INTEREST AND PEN. · IF PAlO AFTER THIS DATE. SEE REVERSE SlOE FOR CALCULATION OF ADOITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1. NO PAVHENT IS REQUIREO. IF TOTAL OUE IS REFLECTEO AS A "CREOIT" ICRI, YOU HAV BE OUE A REFUNO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I TOTAL DUE PAV~NTl Detach the top portIon of thl, Notlee and sublllt wIth you.. pu...nt .lul. PlIyllhle '0 ,,,. n.... .nll 1Ilfdr.sS prlnt.d on the revllrsll side, If RESIDENT DECEDENT .ak. ehtlCk or .on.y order PlllYlllbl. '01 REGISTER or WILLS, AD(N', If NON-RESIDENT DECEDENT lIak. ch.ek or .on.y ord.r plIYlllbl. 101 COHHOHW[ALTIt or rrHHSYLYAHIA, REFUND (CR): A rlfund of a tall credit, whIch was not requ..t.d on the fill" Relurn, ..y b. r.,,,,utell by r.ollPI.tlnu *' "Appllcatlon for Rlfund of P.nnsylvanIa Inherltanc. and E.t.'. 'e". U[V.UUI. iPllllutlon. ere .vel1elll. et the OffIce of the R.ght.r of Wills, any of Ihe ZS Rev.nu. Dhtrlet Olllus or 'roil Ih. O.plIrl..nt'. h'Mur answ.rlng ,.rvIc. nuab.r. far for.. ord.rlng: In P.nn.ylvanla l.aOO-S.l-/O\O. outs)de P.nnsylv~l. and within local Harrisburg area (111) 117-809ft, TOO' clln 11:'11\1 lIIurIng 1""lIlr.d onh!. REPLY TOI Oue,tlons r.gardlng errors eontaln.d on thl. not Ie. .hould b. .IIdr....d tOI Pi Pep.rt..nt 0' ..vent,.. lur..u of Indlvhtual fa)C.., A"NI Post A....u.nt Revl.w Unll. P.pl. 28U.01. Il.rrhburg, PA 1I111"0'01. phone (117) 781-6505. DISCOUNT: If any tax due h paId within thr.' e]) eal.ndar .onth. aft.r the d.ced.nt'. lie.'''. .. 'lve p.runt 1'1:0 dhcount of the tax peld Is allowad. PENalTY: Th. 15~ tall a-nesty non-participation p.nalty I. eo.pul.d on the tol.1 a' the t.. and Intl..a.t .....s.d. and nol paid bafore Januery 18, 1996, Ih. flr.t dey aft.r Ihl Ind 01 the ,.. .~..t., period, INTEREST: Int.r..t Is charged b.glnnlng with 'Ir.t day 01 d.llnqu.ncy, or nln. t'l .on'h. and one III dll., Ira. Ihe d.te of d.ath, to the date of pay..nt. ,.... which b.e... d.llnquenl b.lor. Janu.ry I. I,al be.r In'.re,t at the rat. 01 .1It (6X) percant per aMU. calculat.d at a dally r.t. 0' ,000164, All lII.u whlch baClla. 11.llnqu.nl on !WId after January 1, 1982 will b..r Intar.sl at .. rat. which will vary Ira' ul.nd.r ,..r to ulandllr y..r with 'hat rat. announc.d by the PA D.part..nt 01 R.v.nu., 'h. IIPpllc.bl. Int.r..' r.I.. lor l,al Ihrough I'" .r.1 V.ar Int.r..t R.t. DailY Int.r.,t r.e'or V..r Inl.rul Ra'. Ollllv Int.r..1 '-"clor 198Z ZO~ .OOOSU II)AI "' ,GOat,,' 1981 )6X .OGOUS Ilflll.I"1 11;( ,GOOSOI 198~ 11~ .0OOSOI Ilflfl ., ,0001'" 1985 UX .00OSS6 1""1'"'' " ,0001111 1986 lOX ,OOUl4 In\'ln, " .0001411 ulnter..t Is ulculat.d .. 'olloM'1 INTEREST = BALANCE OF TAX UNPAIO X NUHBER or DAYB DELINQUENT X DAILY INTEREST FACTOR ..Any Notlc. I,.u.d .ft.r Ihe ta. b,eo... d.llnquent will r.llaet !WI Inl.'." c.l~ul.tlon to 11'1..n liS) dlY' b.yond the dala of the .......enl. If pII,.,n' I. .lId. .1'.' 'ha In'.'." coapu'etlon date shown on tha Notice, addltlon.1 Int.r..1 .u.t b. ul~ul.'.ll, STATUS REPORT UNDER RULE 6.12 Name of Decedent: /)I'IJ~/lAl ~ IfI'1K~A<<?h' Date of Death:~~~;I~~ will No. .2/-/991 - tJ'''1) Admin. 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~ 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 r~resentative file a final account with the Court? Yes No . 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)( 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 re t. Date: /lj;ftr ignat:.ure ~fhdld ~ \7IJAHft1/f C':&;, Name (Plea~ type o~ print) / 7r~/'?YI1~fl? Address Cor/IS 'C'.I1'. /TlJ/.5 (~7i 2tf:r-tJIZ S" Tel'. No. d::."" , .\ -.: ~ ("I'" ~,- Capacity: Personal Representative ~counsel for personal representative (MAH: rmflAM3) JRD/June 30, 1992/17858 HEGlsrmt OJ: WILlA') Cumberland Counly Courlhouse One Courthouse Square Corlisle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Representative Counsel: InIIlIl.n I.. ,10HN!,()N. ESO.. RE: Estate of IIOIMAN r: HAIlBAurn NJRW MIDDI.Jo:TON 'lWP Estate No.: 2101996-0660 Date of Decedent's Death: 8_16_96 , Deceased, Late of Pursuant to Rule 6.12, the above named personal representative or the above named attorney, if applicable, within two (2) ycars of the decedent's death, and annually thereafter until administration is completed, is required to file with the Register of Wills a Status Report as required by Rule 6.12, in substantially the prescribed form, showing the date by which the personal representative, or attorney. as applicable, reasonably believes administration will be completed. The purpose of this Notice is to advise you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative and the delinquent personal representative's counsel. if any. Accordingly. if the requisite StatuS Report is not filed by 10-12-98 .19_. you are hereby advised that a request will be submitted to the Court in accordance with Rule 6.12. ~ Date: 9-28-98 ~~o. ~.k.J* . Deputy R: gisttr 0 Wills Distribution to Estate File -.