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Home My WebLink About96-00668 /","/ \' 1\\\\\ I ;! I \' ( i Ii';., \\' :, \ \ Y'" ," .\ ~' ~''f.'' ".,;" "i , . , .' \':-;y' ': ';,,~; . ..... .. 0)', , - ~ . ~ ~ \ .. ..... \. ,"I'tl ,-.. ~ '" ~ I ,., . ,. :, ~' "I ~f.. .,'. 1. ~ 1: ~ " '"' III , .... " " , '"' . ~ . . l'; , co 0 0 ~ .J '" \0 l'; ~ . " ... " M , <( CII . . :f} ~ . 0 Q. W I OJ .; 0:: z I II II . 0 'f. 0 , ~ ~ " I- 0 CO ... ~ '" .. -: " II ~ Z II 0 " ... :r M p; . , " . .... ... .- .....'. -.. " . - - 'J .. ~ ,g " ~ 'tl " C:U~r'l r: '-0- 111...-4 ~r:O ...-4 l-i u ~" .-4 lU C C'- ..-4.0 :I V. tI) ...~ 6 0 'M - =' U ~< :t:...... U U:~ lU 0 "0 ~ ..J o.M c: 0 .. s.. 0 ~.: ~ . CU ..... 4J.-4 U u >. $.i "'!Jj tn u <:J :.1-4 ~'l"'4t:.ao~ s.. e(j:1 SO '"' r3 QJ 0:1 ~ :::: et:U U....U Q. s ~ tt ,. I ~ o ~ I I . 1",:>1 ;, . ~~ t'; ,. ,'''J. , . f' , .. .., ,f ~ l 1- '., . ; " ,. '. . ., ; f .. . , ; ! . ,) r I . ft,,!,' ":,, " I \' -.~ - . '. . ---' ---~ -~~,-_.:-.......-.....)cI.-_ _ l~ r:.... PETITION FOR PRODA TE llnd GRANT OF LETTERS Estate of Har.lorle W. Holder also known as - {^ ( I (' No, ,...J I. I (/" -- ((.. To: ~tary C. Lewin RegiMer of Wills for the 1J,'('eaJ"c/, County of Climber! and in the Sodal Swmty No, 19';-32-113(, CommoDwealth of Pennsylvania The pCliliun of the undelSigned re'pe.:tfully rcprc'ents that: Your pctitioncr(5), who i,lnr4 18 ycars of agc or oldcr an the executr I x in the la't will of the abol'e dc.:cdent. dated ~tay J I :and< :Cllllkll~>d3Irdt x named . 19..2i...- (\talc rclc\lant cirCllm\lanCeS, c.I. renunciation. death or cueutor, etc.) De.:endent was domiciled at death in Cumber land her last family or principal residence at 401 E. Ha in S tree t , Hechanicsbur>l. County of Cumberland, PA (Iisl metl, number and mundpalit)') County. Pennsylvania. with Borough of Decendent. then 90 years of age. died ,\ugust 17. 1996 at Bethany Villn>le Retirement Center, 325 Wesley Drive. Hechnnicsburg, PA , Except as follows. decedent did not marry. was not divorced and did not have a child born Dr adopted after exe.:ution of the will offered for probate; was not the yictim of a killing and was never adjudicated incompetent: No except ions Decendent at death owned property with estimated values as follows: (If domiciled in Pa,) All personal property (If not domiciled in Pa,) Personal property in Pennsylvania (If not domiciled in Pa,) Personal property in County Value of real estate in pesosy.lvania situated as follows: 4 1 E. Hain Street, Borough of County of Cumberland, PA S 320,000.00 S S S 120,000,00 Hechanicsburg, WHEREFORE, petitionerCS) respectfully request(s) the probate of th: last will aMxlladllll$(S) presented herewith and the grant of lellers testamentary (testamentary: administration c t...j adminblralion d.b.n.c.t...) theron, It J9f~XlI(I1<".!Lo," " ;:a ~./ _ll ~~ ;0 ~ " Vi Linda Hohler Humes 103 S. Hain St~cet Hec~anicsburg. PA 17055 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUHBERLAND The petitionel (I) above-named swear(s) Dr affirm(s} that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitiDner(1l and that as personal represen- tative(~ of the above decedent petitioner(x) will well and truly administer the tate according to law. Sworn to or affirmed and subscribed t - i,!cl J Z (U.l 'r I ' '" before me this ~3RD "I da~ of .~c J a 01 cr umes ~' ( , 1 ~ '- '[, - ;; MA C. LEWIS Register ~ 15-1C);J-'-l "'-I N ~) 1 - qr, - (,(if\ O. Estate of ~Inrlortt! W. :-tohlt!r . Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW AUGUST ?7, 19~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me. IT IS DECREED that the inSlrument(s) dated I~A Y 11, 1 Q'Jf) described therein be admitted to probate and filed of record as the last will of MARJOR I E W I~OItLER ESTAMEN1ARY LINOA MOHLER HUMES and Lellers are hereby granted to FEES Probate. Lellers. Etc,+~,-,1~~g!!~, S 370.00 Short Certlficates( 5) , ~?:,~?.., s 15.00 Renunciation ................ S JCP Fee S 5.00 TOTAL _ S 100,00 Filed,..,., ~~,~~~:,?~!, ,1.9,~~,....,...., TTORNEYISuP, ,t,O,No,) Attorney 1.0.1/33782 Stanley A. Smith. Esquire Rhoads & Sinon LLP. P. O. 80x 114& ADDRESS Harrisburg, PA 17108-114& 717-233-5731 PHONE ::::> 0 " "'" "I " . , Li:- ; , ~ OJ Gu Mailed letters and order to attorney on B-27-96. . ~ ,. - '. ", - . . 00 c ~--, 1fi ~"' .0:0 ., _ III 00 , f) ;:. ,': ." T, ,', ,;, I.. C1 '_.1 (" .~. , , ({' ,- ." .: ~ ~~ )l? I: Cl ::::.' ';' :1 e ill 0 0 .... ~ c ~ ~ t I ..:l := 0 :E: ~~g~~ ""' . tl ::: ~ II t ~ rz:l ~~ ~ h H ll:: ~ 11.I .. Q 0 '~w ~ ~d - I.l N ~ I.l ~ X . . . ~.-~...."'- . . . . I ~ ~ " .J".... I f.~'. ". I I< I . P.1hIHIH II M, l ".t III dau~hll'r, LINDA MOIII.EH IIUMES, dOl's not survive Ille, then and in that event I ~ive ami lwquealh unlO my ~randdau~hter, KA'lllAHlNE O'D, HUMES, the ri~ht and option to purchase my honll' al 4111 EaSI Main Street, Mechanicsbur~, Cumberland Counly, Pennsylvania, at a purchase price equal to its value as appraised for inheritance or estate tax purposes, and to finance said purchase by a purchase money obligation to my Co. Executrices, hereinafter named, in an amount equal to all or any part of the purchase price, mnortized over a term of at least twenty (20) years, with interest al the rail' then prevailing, Said right and option shall be exercised by my said ~ramldau~hter within thirty (30) days after written notice thereof from my Co. Executrices, (order and direct that my Co.Executrices shall accept, hold, retain in kind and ultimately distribute said purchase money obligation as an asset of my eslate, If my ~randdaughter, KATHARINE O'D, HUMES, does not exercise the fore~oing right and option, then I give and bequeath the same right and option unto my granddaughter, ELIZABETH A, HUMES, to be exercised upon the same terms and conditions, EIGHTH, I nomina Ie, conslitute and appoint FARMERS TRUST COMPANY, of Carlisle, Pennsylvania, Trustee of all trusts created under this, my Last Will and Testament, to serve without bond in this or any other jurisdiction, In addition to any olher powers conferred by law, my Trustee is hereby expressly authorized and empowered at all times, in its sole and absolution: A. To purchase, invest in or otherwise acquire and to retain, .6- " i , ~ ! ,. II,,,,, n'I" ", M^IUIN It MI( ^1.1.11 obligations for amounts so borrowed, as security for the amounts so borrowed, to mortgage or pledge any real or personal property fonning a part of the trust estate upon such terms and conditions as it may deem advisable, D, To vote in person or by general or limited proxy with respect to any shares of stock or other securities held by it; to consent, directly or through a committee or other agent, 10 the reorganization, consolidation, merger, dissolution or liquidation of any corporation in which the trust may have any interest, or to the sale, lease, pledge or morlg,lge of any property by or to any such corporation; and to make any payments and to take any steps which it may deem necessary or proper to enable il to obtain Ihe benefit of any such transaction, E, To hold investments in the name of a nominee, r, To pay, compromise, compound, adjust, submit to arbitration, sell or release nny claims or demands of the trust against other or of others against the trust on such terms as it may deem advisable, including the acceptance of deeds of real property in satisfaction of bonds and mortgages, and to make payments in connection therewith which it may deem advisable, G, To decide all questions as to what constitutes income or principal to apportion, allocate, charge or credit as between income or principal all receipts, discounts, premiums and expenditures, 1-1, To make distribution of the principal of this trust estUle in kind, including undivided fractional shares or interests in any property constituting a -8- portion of said principal, or panly in kind and partly in cash, and to determine the value of any propeny so distrihuted, I. To execute and deliver any and all instruments in writing which it may deem advisahle to carry out any of the foregoing powers, No party to any such instrument in writing signed by the Trustee shall be obliged to inquire into its validity, or be hound to see to the application by the Trustee of any money or other property paid or delivered to it by such party pursuant to the terms of any such instrument. .), To repair, alter or improve any property of the trust estate, 1(, To add to the principal of any trust created hereunder any property received from any person by deed, will or in any other manner, L, To pay premiullls of any life insurance, annuity or endowment policies which may have been retained or purchased herein and to exercise any right, option or privilege existing thereunder, M, In dividing the trust estate into shares or trusts, to allot undivided interests in any property to the several shares or trusts, and also to make investments in common for any or all such shares or trusts, N, In the exercise of its discretion with respect to the use of principal or income for any beneficiary, to take into account other property and income available to such beneficiary; in so doing, the Trustee may conclusive}y rely on written representations made to it by the heneficiary, and the judgment of the I f.~" ,,\ , " I M^HII" II t.',l ,"11 It -9- ! ' 21 - 9~ - 668 REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS '- , (each) a sUbscrib~,tQ..!he c~~it~resenled herewilh, (each) ~ng'-d;;;;aJifjed according 10 law, depose(s} and say(s) thai ~. ~ present and saw ", ~ . the teslal , sign Ihe same and lhal "... ~ signed as a wilness allhe request of teslal in h presen~o'lInd (hilhe presence of each olher) (in lhe presence of Ihe olher subscribing wilness(es}), // ""~ Sworn 10 or affirmed any~ribed before ........... me Ihis ~ day of .........(Name) /' 19 "-'''- /" - d ", - 0- (A dress) ""', 0;::., ,,' Register " .... .....- n: .- \ .~. :s REGI~ER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Linda Mohler Humes and Mae Noss (each) a subscriber herelo, (each) being duly qualified according to law, depos~ and say~ thaI they are familiar with the signalure of Marjorie W. Mohler lI:lIQlI will leslal rix of (-~l(lIl1X~"lIlff!lK'",jfR,'n'd~x~ Ihe Ihal each presented herewith and lI:llmxllx believes Ihe signalure on the will is in Ihe handwriling of Marjorie W. Mohler to Ihe best of ~ir knowledge and belief. '. 7 / Sworn 10 Dr affirmed and subscribed before /::~~IttKltJ~'lut',6b.v't> me this 2lRD day of Lr~Mohler HU~Mme) , AU~8T ,SO /' 199~~. 103 S. Market Street. Mechanicsburg, PA 17055 l/fh'p- ',~W'r,' /1.. fl}7J?f t!zl~ft.j' J-1ddress) MiRY C. LEWIS Register I} ()11d /) CL L..lJ&.td-1.1 ~ Mae Noss (Name) ~nl E. Main Street. Mechanicsburg, PA 17055 (Address) : fl UlN'" 'II "lto"'o. "0.1'" U LONG..J'" ...I"'LL' "'0'1" ..IAN" ,....OIN "IC....."D I WOOD LAW"INCI' ...."...... Ill' ... '''UCe: WALtl" JOHN," ......N.le" ,.,ANIt.J Llll" .. .fl"HlH a..I.LA C.......Le:. '- allCK. .....UL A. LUNDllN ......C",. HU"Ll'f...." HAtH"'" H, WA'I"...J" DAYID' pawLING DAVlD,..O'LlAlt,. DAviD 0, twADOlL&. CHAltLl.'" 'I"A" .'AHLlY" ...."H ...IN. H OA"'oMlto. OR...KlO NICHOL.A8 IttO.......... '"tHett PLAN tI nU"IH"r,,"t: OOHN...... J CLAM" C.......Ll.l OU'......lL LU(,'l' I I'INI.l:Ll_'l' ,.II.UL' wl..lLL .......",. 0 LOCUI,.ot" ........1... c...W\.t'l' U...O'H'l'.J .."an" .Jl..l" "UHI.. LO"I.J "'dL"O' I'IIW'I"L'l' "'LI"IOH' NOll.. vl"OINI'" ,", HtHsCHtl.. .U....N I SCHW.... CILAH" ...l"......ttll TODC..I, .HILI.. ...tNN,,.t.. M, "'CHUBH I'I1,.NITHL."Ol.l. 'HO........J ..II::HILLA .ALAQ...ow,nlD '0 'I'll n.DAIDo'...." UIIOA))H a: SINON 1.1.1) ATTORNEYS AT LAw OAUPHIN BANK BUILDING TWEL,.TH FLOOR ONI: SOUTH MARKE.T SQUARE. P.O, BOX """ H......IS..U..O' PA 17\06.1146 or COUlt.r-L "''''NI'I''' ."IOU .IOln' C OOWLINO ,....UL II ""O"'U. 1.0'.'.... .JOtlH'" ...U..r.L......,. I.'. ,..0 CUll" HtHotA.ltO' 1.......0 TELI:PHONI: (7171233.1573\ FAX NOS: GCNCRAL: 717.232.1458 MUNICIPAL GROUP: 717.231.8810 LITIGATION GROUP; 717.231.8837 D,ACC' 0'''''' HO (7 t7) 231.(,(,7\ ,.ILENO 5568/02 J"nu"ry 15. 1997 Re: Est"te of M"rillrie W, Mohler 00 c.- =' ~p '0 ...... :Xl :0(11 r: CJ .,. C C- ~ CERTIFIED MAIL RETURN. RECEIPT REQUESTED Ms, M"ry C, Lewis Register of Wills County of Cumherl"llll I Courthouse Squ"re C"rlisle. PA 17013 Dellr Ms, Lewis: .- 0\ ""71. );0" --:J .::.. o o ~;; ~ Enclosed arc the following in connection wilh the ahove-referenced Estate: I) Pennsylvania Inherit"nce Tax Return. in duplicate. showing" hal"nce due in the amount of $1.232,74; 2} Check in thc amount of $1.232,74 as payment of laX; 3) Inventory; 4} Check in thc amount of $34,00 as paymcnt for tiling fees in connection with thc Rcturn and Inventory; 5} A copy of this lettcr. togethcr wilh thc tirst page of Return and }nvcntury. which wc ask that you timc stamp and return to us; and YORK OFFICE:: 118 CAST MARKeT STRCtT. YORK. PA 17401. TClCPHONE: '7171 ""3,8,,,&8. FAA (717' ,,"3,888" LANCASTeR OFFice: 18 NORTH LIME: STRCCT. LANC-'STCR. PA 17802. TeLtPHONE: C7171 397.&127. FAX 17171307-&287 AFFILIATCD OFFICE:: SUITC ..c, 1700 SOUTH a'x'C HIOHW^" DaCA RATON, FL ".32, TCLCPHaNe '.071 308,8808, "", ,.071308,0.07 ... \ \ \ . . , \ , .-I -- <C :E tJ) t/) <C ..J o l- t/) a: -- LL -. ... ~. . ~ (')(') ,d :u Cm :n'1I -.J (~. :., ~ t.~ 0 t- oO $: - C\ .' --.J "" .- i' L>o ~, :?. -.-? 0 :l;~ Cl <: ~ III ~ ~ ~ Z 5 ~ III 0:1 Ul 0 Q .... .. of " .. !( ... = - ... " < ~E~~o. ~~~6~ 1Il~~a:~ ~ < Ul it < ... 0: o Z ( III 0 :t ~ "' .... .... ,"' 3 I \ I ... o <lJ "' .. ::> <lJ 0 r- OJ-" <Xl .~ t:: f""'l eJ)='QJ~ (1) 0 ~ I ~UtiSM ::>- >. >. erO uucnr- "" - ::> ::> <lJ o 0 "' UU::1"-:: 0"- -""-,, .... c: u .. g r3 '"' QJ .-4r-4::3.-i '-' \..i 0 U1 QJ QJ U''''' .0.0 .... e e <lJ .. :I :3 c: r3 UUOU \: .~ . , . ,\ r I , ). .. o t- J . --., ---.~ --__-.-.~'-~~. _ q--, 1-':" -' '~EV. I!)OOl_ .p.g4J .. ! ~ _ . \,. J I .' ! l INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE CAB H P L E P 0 CRC K 0 K P S C P o 0 R N R 0 E E S N T CO\! ~et~~YI~~ tT ~"~r ';[ [\1 s.:~I~ A~IA R::PT ;'/I0Mt '.AIlIlIS ullO, ,IA '1';'II.OnOl O[CEO[~f'5 NA\![ !lAST, f11l~T, MID VIDDl.r INITIAll IIIOIIOA'I ~.Ol Dl AII'M 11.11 ';, ;a:..U,'CIOlC....'Ul ,j~o~t:'N~jt~iuJ.r~~LlL:J 1. l_ FILE NUMBER 21 Dtcr 01 NT'5 CO\!Pl.r Tl ADOIlI"!i5 ,. o E C E o E N T hler. M\l1:jQll..LW~____..__..._ ___.____.__ ,101 E, Malll Stn",t 'OC'AL S[CUf" IV '''V''fn "A"Of "'AI" -F~"o' """" t1echnlll.cuburg, Ph ~Uli____ _Q-').Ll::UJi.2._~e.1J;;LQL..._. ~,,"!,_c;!.Jt1~ERj..llNl2 IIF APPlICAULE/ SUIlVIVING 51'OlJ!i['S ~A\![ (lAST J InST A";O \I I [)Ol I, INITIAL, 50CIAL SlCUlllTv NUMIl[ n 1 al'/glnal Return 4. lJrn,led Est.1le ~ 5upplement.11 Return D U, Future In1ercst Compromise (for datcs of dcath aftcr 12.12.82) D 7 Dccedent MJlntalned J uVlng Trust lAl!,1.~OY 01 TrU>l1 05 -1-.8 E~ iJl.fJlIRECTEO TO 1996 OGG~ C~J& Decedent Died Testatc coov of Willi CO,",PLETE MAll!NG ADDRESS Rhoads & Sinon P,O, Box 1146 r , . "Hl I 1. Real Est.1te (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partncrshlp Interest (Schedule Cl 4. Mongages and NOles ReceIVable (Schedule D) 5. Cash, Bank Deposits & MIscellaneous Personal Propcrty (5ch 6. Jo'ntly Owned Property (Schedule F) 7. Transfers (Schedule G) (Schedule L) 8. Total Gloss Assets (tot.1ll1nes 1.7) 9. funeral Expenses, Admimstratlve Costs. Miscellaneous Expenses (Schedule H) 10. Debts. MO"9age lIab,lI.es, liens (Schedule I) 11. Tot.11 Deductlons (tot.1ll1nes 9 & 10) 12. Net Value of Estate (une 8 minus lInc 11) 13. Charitable and Governmental Bequests (Schedule J) e Valu c Ta In 1 mlnU mc 1 15. Spousal Transfers (for dates 01 death aher 6-30-94) See InstruCbons for Applicable Percentage on pagc 2 (Include yalues horn Schedule K or Schedule M) 16. Amount of Unc 14 taxable at 6% rate (Include values from Schedule K or Schedule M) 17. Amounl 01 line 14 t.1xable a115% rate (Include yalues hom Schedule K or Schedule M ) 18. PrinCIpal t.1x due (Add t.1x horn line 15, 16 and 17) 19. Credits Spousal Poyerty Credll Pr,or Pal'T'ents OlScounl 0,00 t 28,000,00 l,473,6B 2O.,JLl,in~ IS qrealer than Line 18 enter the d,fference on L'ne 20 ThiS IS the OV~RPAYMENT. lA..J ~ IChe~k IJere!1 !mu .lreleoue~ttn~. refund Ql~Y! m!e'~~tJ 21. II Une 18 is greater than Line 19, enter the difference on une 21 ThiS IS the TAX DUE, A, Enter the Intercst on the balance due on une 21A B. Enler the tot.11 01 line 21 and 21A on line 21B ThIS IS the BAlANCE DUE. NA~E TELEPHONE NUMBER ? R E C A P I T U L A T I o N (1) (2) (3) (4) E) (5) (6) (7) LLf>(") c- =1~ 89,000',00 224,OB7,50 156,915,01 UL. " . 7,000700' 22,367,5B 1.173,75 170!iS AVOU~' II[C[IV[O\SLE 1~!JHlUCTlaNSI Remainder Return (lor dates of death prior to 12.13-82) Federal Estate Tax Return ReqUired TOLlI Number 01 Safe DcpOSll Boxes '0 -..J :IJ :DC]1 '-- ::=-- Z 0-. -;:J ~.) (11 \D (8) VI - 477,002,51 (9) (10) (15) (16) T A X C o M P U T A T I o N (17) (11) (12) (13) 1141 23,541.33 453,461.1jl 0,00 453,461,18 0,00 x.QQ... 0,00 414, 5B6 , 1B X 06. 24,B75,17 38,875,OOX15. 5,831.25 (IB) 30,706,42 Interest 0,00 (19) (20) "9,473,6B 0,00 (21) (21A) (21B) 1. 232..B 0,00 1.232,74 .. .. BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH 4 4 Under p,.,.II,.. 0' PlflUl'V,I dltl.,.lhat I ".we ,..mll'led Itlt' '.Iurn, ,roClUcl,ngaccomp.l"y'ng schedule. and ".'I"'lnll, .ncllO Ih, blsl 01 mv ..nO....I.dg. and tlll..I. ,t"lruI, to"leland comple'.. I dlc:I.,.lh.'all ,..le.1.II, ha. bl.n "pOfted.' 'ruI mat.., w.lIUI Dltel.'a"on ot pllp.lre' olher Ihan Ih. plnonal '.pr...nl.II~'" b,uld on.lIl,n'o'"",I,onol ....hleh pllp.lf" ha, any "'no".lldgl. SIGNATURE OF PERSO~ RESPONSIBLE FOR riLING RETURN '/ , vn'/~ ADDRESS ~.o). .S.,. .r1~r.l-;~,. .S.tr!O.~I;...... _.......... _.... __.... H-~~hillLicsburg, Ph 17055 ADORESS 1'.,.Q._I3.Q~_.l~4".................................... . !ii!!:risburq, Pi'; 1710B-1146 . (" " , ( Jill "', t..o, .. . SIGt.lAltJI1E Of\PREPARER OTHE R T~fA~ REPRE SE "Or ATIVE \ . /i ,'. ' -/l..( ...--;. ',l t DATE I {" 11 DAtE / {, /7 rOf'" 1500 IPh '-9~1 Act '48 01 1994 provides lor Ihe rDducllon ollhe lax rales Imposed on Ihe nel value Dllranslers 10 or lor Ihe use ollhe spouse, The rales as prescribed by Ihe slalutD will bD: -3"" (,03) will be applicable lor Dslales 01 decedDnls dying on or aller 7/1/94 and belore 1/1196 -2"" (,02) will be applicable lor eslalos 01 decedenls dying on or aller 1/1/96 end belore 1/1/97 -I"" (,01) will be applicable lor esleles 01 decedenls dying on or alter 1/1/97 end belDre 1/1/98 _Spousallranslers occurring on or aller 1/1/9B will be exempt Irom Inheritance tax, PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS, 1. Did decedent make a unsler and: .. retain the use or Income of the property transferred, . b. retain me right to designate who shall use the property U'ansferred or its income, c. retain a reversiOnary Interest; or . . . d. receive the promise for life of either payments, benefItS Dr care? . 2. "death occurred on or belore December 12, 1982, did decedent WIthin twO years precedIng death transfer property Without receiving adequate considerabOn11f death occurred after December 12. 1982, did decedent unsfer property wllhln one year 01 death wllhoul receiy,ng adequate consideration? ...... ' . , . . . . . . . . . . . I i 3. Did decedent own an 'in trust for' bank account at his or her death? " IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, FOtm 1!500 tAn. 1-11'" COpV'lgh1(CI 1110" tOfm,ollw"eonIY CPSy'1.ml.1rIC. I I I I I I . .', nEV' 1~:I EJI. . \..181 SCHEDULE B COMMO~Wi1jL "'0' .,"SVLY.". 'N" ,n, ANcr '."",'UIlN " 81 IENlO[CfO"Nf ESTATE OF Marjorie W. Mohler ITEM FILE NUMBER 21-96-0668 bLllI1Ww!L5ill..<IW.f..l DESCRIPTION VALUE AT DATE 1 400 Shares American Telephone and Telegraph Company, common stock. @ $54,15 per share, cusip No, 030111109 54,15 21,900,00 2 1,600 Shares BellSouth Corporation, common stock, @ $38,843150 per share, cusip No. 019860102 38,8438 62,150,00 3 3,400 Shares PNC Financial corp" common stock. @ 31,181250 per share, Cusip No, 693415105 31.1813 108.056,25 4 1.400 Shares pennsylvania power & Light Company. common stock, @ 22,843150 per share. Cusip No, 109051106 22,8438 31,981.25 S 224,081,50 llf more space IS needed, Insert additional sheets of same sIze) COPYflgnl(e, ,gg'lorm &ol'w".O"ly CPSytt.ml,lnc. Form 1500 Se".dul. B tn.......eel R[V - l~o'h .11.." - ESTATE OF COlollolOifWI AI, hi or 1'1 "l"l$VL.'w'A"'IA I~U nlTA~Cl rh III tlJlI~ 1l!;IOrNl OI:crol f,;1 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Plr..1l;,r. Print nr TVOl! M"rJorie W, Hohler FILE NUMBER 21-96-0668 lAtlllLOmlY ll1n~lY!IawJlh1lI!Il1tQLSll!.I1lslllhID mull be dl.,IgKll.2n..Sl;I1~dultlJ ITEM DESCRIPTION VALUE AT DATE FDEATH 1 Bethany Village - refund received 1,934,10 2 BlueCross/Blue Shield - prescription reimbursement 739.51 3 PNC Bank, N,A,. Checking Account No, 5070082673 Interest accrued to 08/17/96 7,007,15 13 ,10 4 Farmers Trust Company. Money Market Account No, 385417 Interest accrued to 08/17/96 48,414.07 77 ,65 5 Financial Trust Corp" Certificate of Deposit No, 107664 21.5B5,38 6 Financial Trust Corp,. Certificate of Deposit No, 111629 21,677,00 7 Financial Trust Corp,. Certificate of Deposit No, 117442 21,753,58 B 1853 gold dollar liberty coin, per appraisal 80,00 9 1912 $2 1/2 dollar gold liberty coin, per appraisal 90,00 10 Jewelry. per appraisal 1.550,00 11 Miscellaneous personal property, per appraisal 28,981,00 12 Annie B, Koller Trust Under Will, income accrued to date of death 48,37 13 Jacob Koller Trust, income accrued to date of death 2.964,10 TOTAL fAlso enter on hne 5 Recaortulatlon) (Attach additional a 112- x 11. sheets If more space 15 needed) coPytlgtt1le) t99. form loftff.,. O"IV CPSYII.ml_l"e. S 156,915,01 Fo'm 1500 Sett.dul. E IRev. 2-81) 1.._ REV. t!rllQ[k . 11.'" co U ~.'/.'l'Xft.'llI;'8.~~,'l-~tY,fJ"" R~SIOEt\llnEcEo'l:t\lf ESTATE OF Marjorie W, Mohler SCHEDULE G FILE NUMBER 21-96-0668 o.AID'-.OE.lJ:j DOLLAR VALUE C1' CEDENTS INIEREST ITEM DESCRIPIION C1' PROPERTY Irocl",d.""I'l'I.a' t". "an,I."., lh.., EXCLUSION 1 Linda Mohler Humes, daughter, 04/17/96. Cash 3,000,00 10,000,00 100 7.000,00 I II I I (If mor~ space IS needed. Inse" addltlOnal sheets of same size) COPY"II'" (el 'D1I4 1000m ,alh'll". omy CPSy,,,m,,lrtC. 7 ESTATE OF. Marjorie W, Mohler SCIlEDULE II FUNERAL EXPENSES (continued) ITEM NO FILE NUMBER. 21-96-0668 DESCRIPTION 3 Linda Mohler Humes reimbursement for payment to PaUlus Farm Market, floral arrangements for funeral service AMOllNT 4 Malpezzi Funeral Home funeral and burial services 29,68 5 Pealer's Flowers floral spray for casket 8,090.40 110,19 Total, (Carry forward to main schedule) , . , $ 8,230,27 SCHEDULE H MISCELLANEOUS EXPENSES (continued) ESTATE OF, Marjorie W, Mohler ITEM NO FILE NUMBER. 21-96-0668 DESCRIPTION AMOUNT 6 Rhoads & Sinon LLP Reserve - final expenses 50,00 ...... Total, (Carry forward to main schedule) , , , $ 50,00 i ~",:,"~ , REV - 1!114 EX + 13-92) SCHEDULE K LIFE ESTATE/ANNUITVI CO......ONWEAL TH OF PENNSVLVANIA INHERITANCE TAX RETUUN RESIDENT oeCEDENT ESTATE OF Marjorie W, Mohler I'll f NlIMIII'1l ~~ 1 . ~)(I ~ 0668 This schedule is \0 be used lor aU single hie, 10lnt or succe""e 1110 .\1.11.\ .md '01111 '1'11""1 1.11'101,1'01111' II" d.II'" 01 do.II11 .1110' ,~ 3' 61 dod belo,e 5, 1-89. actuarial laclOrs lor Slngl. hie .alculahons c." be loolld III """""10 1100111"1111 V "mill I III 11.1'''' 01 111,,1111 111111I "lIc' ~ 1 89 actuarial factors can be found In IRS pubhca1JQn..,j~57_^~1U,lf1JI V.lluc',. Alplhl VolUlIIl) The Instrument creating the hie Interest IS 3' (Please attach a copy olln,"umenll -.-.-.----.--..---.- Jil WIU o Intervivos Deed 01 Tru~L8_O\!lCL.-. 1I E ESTATE IlTEREST CALCI)LATlON P,nen' AUn Dale 01 Airth INeAle" IlllthdaYI I e,m at Yea.. lito EslAle II "~a"yable___. ___ ..-,..-.----.-- Name(s) 01 Ufe Tenanl(s) Mae A. NeBS 0~12 3/1:11 I IJI) I y, IlllO or I Tcrf11olYC:M-'- _...._,~- llllc 0' \ Ie"" 01 Yc,lls___ ---..------ Illle 01 I Terrn 01 YcMs I I Illlc 01 1 Tc!!noIYC:;US 1, Value 01 Fund hom which Ule Estate(s) IS payable 2. Actuar~1 Factor per apRq'priate Table InlCrest Table rate _ U 3 1/2% 06% 0 to'" [J Vdll.1ble ll,lte 3 Value 01 Ufe Estate (Uno 1 J( Une..1)--:..--- _______,0#,_' ---~QJLJ!QQ...Q9 0.3llill '" 33.875,00 . . _~.__'"."^_ _... .______.._'n Nome(s) 01 Annullant(s) NNUIIYJNT REST CALCU1TION .. P,e,ent Age ___ ~ale 01 Birth (Nealell Ililthday) Term_o~Y~rs ~nnullY Is Payable I I lllle or _ ! lleI!lLoD'ear~ .___J .. \ J 1 Llle or. .. !]J~![TLoLY.e"rs I lllle or J . J lellTLoLYJ:~rs I -]LI!e9f _[]JeUll.oLY= 0,00 1. Value 01 Fund from whi$h-qnnUlty is. p'ay,lble 2, Frequency 01 payout. U Weekly I_J 61" weekly I' I Monlhly o Quarterly 0 Scml.Annu.1Uy [:'] Annu.1Uy 1 Other 0,00 3. Amount of payout per pCllod 0,00 4. Annual payment 5. Annuity Factor (see 1~~W,uctlono:.) Interest Table rale . LJ 3 112.... 1-"] 6'" I o,OOO.Q,Q9 I V.Uhlblc n.lle 110'\' l .. o,OOOOQ.9 6. Adju5tment Factor (Soca InstructIons) 7. Value 01 AnnUity _ If U\lng J 112'\0,6'\, IQ'\. 0111 V.ll1.1blo fll1e .Hld pellod p.lyout 15.11 end 01 peflod. calculation 1\, Une 4 ]II Une 5 )t Une 6 If using vilflable r,lle .lnd pellod p.1vou11\ .11 hcg1nnl1l9 olIWIIOd, c,,'cul.lhon 1\ (Une 4 . line 5 . line 6) . line] 0,00 NOTE: The yaluos 01 tile lund. wlllClI ere.,'e 1110 .,lIoye IlItll'e Int.,e'" 11I11" I,e ,eported .1S p.lIt ollhe E."'te Assets, Lme 1 through Une 7 The Resul1tn9 lllo/Annlllly InteleSlI\lshollld lIe reponed .'lllIe "pp,opllate t,,, rate on Unes 13, t5 and t6 as requ.ed C..Y'IQhll" \O,,,..,,,..II.~' .m, C..,.'.Io"'..... ,..'" 1500 g,h.d..l. K (n.d'.', J LAW"""":C!i MARLIN A, MCCALEB D, I give and bequeath the sum of Five Thousand and No/lOO ($5,000,00) Dollars unto my friend, MAE NOSS, absolutely, if she survives me. TIiIRD. [give and bequeath the sum of One Hundred Thousand and No/lOO ~ ($100,000.00) Dollars unto my Trustee, hereinafter named, IN TRUST, NEVERTHELESS, to hold, manage, invest and reinvest the same, and after paying all expenses incident to the management of the Trust, to pay over the net income thereof unto my friend, MAE NOSS, for and during the tenn of her natural life, in quarterly or other convenient installments. Upon the death of MAE NOSS, this trust shal1 tertninate and my Trustee shall pay over and -distribute the remaining balance of principal, together with any income that accrued subsequent to the death of MAE NOSS, in equal shares unto my granddaughters, ELIZABETH A. HUMES and KATHERINE 0'0 HUMES, share and share alike, absolutely and in fee simple, Provided, however, that if either of my granddaughters shall not be living at the time of such distribution, then the share provided herein for her shall be paid over and distributed unto her then living issue, per stripes, and in default of said issue my Trustee shall pay over and distribute the same unto my daughter, LINDA MOHLER HUMES, if she is then living,' but if my daughter is not then living, then the same shall be paid over and distributed as provided in [tern SEXTH, below. FOUR'I1i. [give, devise and bequeath al1 the rest, residue and remainder of my estate, real, personal and mixed, whatsoever and wheresoever situate, unto my daughter, LINDA MOHLER HUMES, absolutely and in fee simple, if she survives -2- me. FlrnJ. If my daughter, LINDA MOHLER HUMES, does not survive me, then and in that event I order and direct that all the rest, residue and remainder of my ,~ estate, real, personal and mixed, whatsoever and wheresoever situate, be divided into two (2) equal shares, one (1) such share for the benefit of my granddaughter, ELIZABETH A. HUMES, and the other such share for the benefit of my granddaughter, KATHARINE 0'0. HUMES, and I give, devise and bequeath both such shares unto my Trustee, hereinafter named, IN SEPARATE TRUSTS, NEVERTHELESS, to hold, manage, invest, and reinvest the principal of each share and the income therefrom, and after paying all expenses incident to the management of the Trust, to use and apply from time to time such portions of the principal and net income of the Trust as my Trustee, in the exercise of its sole and absolute discretion, may deem reasonable or necessary for the comfortable support, maintenance, care and education of the granddaughter who is the beneficiary of that Trust. When a granddaughter attains the age of twenty.five (25) years, my Trustee shall pay over and distribute to her an amount equal to twenty (20%) percent of the principal balance of her Trust as it shall then be constituted, absolutely and in fee simple. When a granddaughter attains the age of thirty.five (3S) years, my Trustee shall pay over and distribute to her an amount equal to thirty.seven and l.AW U""'l."t:. MMtl.IN R. McCALEB .3. daughter, LINDA MOHLER HUMES, does not survive me, then and in that event I give and bequeath unto my granddaughter, KATHARINE 0'0. HUMES, the right and option to purchase my home at 401 East Main Street, Mechanicsburg, Cumberland County, Pennsylvania, at a purchase price equal to its value as appraised for inheritance or estate tax purposes, and to finance said purchase by a purchase ~ money obligation to my Co. Executrices, hereinafter named, in an amount equal to all or any parr of the purchase price, amortized over a term of at least twenty (20) years, with interest at the rate then prevailing. Said right and option shall be exercised by my said granddaughter within thirty (30) days after written notice thereof from my Co.Executrices. I order and direct that my Co. Executrices shall ~ accept, hold, retain in kind and ultimately distribute said purchase money obligation as an asset of my estate. If my granddaughter, KATHARINE 0'0. HUMES, does not exercise the foregoing right and option, then I give and bequeath the" same right and option unto my granddaughter, ELIZABETH A. HUMES, to be exercised upon the same terms and conditions. EIGHTH. I nominate, constitute and appoint FARMERS TRUST COMPANY, of Carlisle, Pennsylvania, Trustee of all trUsts create~ under this, my Last Will and Testament, to serve without bond in this or any other jurisdiction. In addition to any other powers conferred by law, my Trustee is hereby expressly authorized and empowered at all times, in its sole and absolution: A. To purchase, invest in or otherwise acquire and to retain, l.IoW r""";C:i 'MALIN A. McC^LEB .6. . -'.- ,. whether originally a parr of the trust estate or subsequently acquired, any and all stocks, including stock of FARMERS TRUST COMPANY or FINANCIAL TRUST CORP., bonds, notes or other securities, or any variety of real or personal property, including stocks or interests in investment trusts and common trust funds maintained by FARMERS TRUST COMPANY or FINANCIAL TRUST CORP., or interest.bearing accounts in or cerrificates issued by FARMERS TRUST COMPANY, as it may deem advisable without being limited by any statute or rule of law prescribing or relating to legal investments by trustees; and to hold or retain cash or readily marketable securities of little or no yield for Stich periods as it may deem advisable. Investments need not be diversified and may be made or retained with a view to a possible increase in value. B. To sell at public or private sale, pledge, morrgage, lease, transfer, exchange, convert or otherwise dispose of, or grant options with respect to, any and all property at any time forming a part of the trust estate, in such manner, at such time or times, for such purposes, for such prices or upon such terms, credits and conditions as it may deem advisable, including the right to lease such property for periods of time which may extend beyond the termination of this Trust. C. To borrow money for any purpose connected with the adrQinist~ation, protection, preservation or improvement of the trust estate whenever in its judgment advisable, to execute promissory notes or other LAW O,.....,I.:I:S \4AMLIN R. McCALEB .7. .... ~ LAW 0""'I.'C5 \4ARloIN n. McCALEB obligations for amounts so borrowed, as security for the amounts so borrowed, to mortgage or pledge any real or personal property forming a part of the trust estate upon such terms and conditions as it may deem advisable. D. To vote in person or by general or limited proxy with respect to any shares of stock or other securities held by it; to consent, directly or through a committee or other agent, to the reorganization, consolidation, merger, dissolution or liquidation of any corporation in which the trust may have any interest, or to the sale, lease, pledge or mortgage of any property by or to any such corporation; and to make any payments and to take any steps which it may deem necessary or proper to enable it to obtain the benefit of any such transaction. E. To hold investments in the name of a nominee. F. To pay, compromise, compound, adjust, submit to arbitration, sell or release any claims or demands of the trust against other or of others against the trust on such terms as it may deem advisable, including the acceptance of deeds of real property in satisfaction of bonds and mortgages, and to make payments in connection therewith which it may deem advisable. G. To decide all questions as to what constitutes income or principal to apporrion, allocate, charge or credit as between income or principal all receipts, discounts, premiums and expenditures. H. To make distribution of the principal of this trust estate in kind, including undivided fractional shares or interests in any property constituting a .8. I portion of said principal, or partly in kind and parrly in cash, and to determine the value of any property so distributed. \ l. To execute and deliver any and all instruments in writing which it may deem advisable to carry out any of the foregoing powez:s. No party to any such instrument in writing signed by the Trustee shall be obliged to inquire into its validity, or be bound to see to the application by the Trustee of any money or other property paid or delivered to it by such party pursuant to the terms of any such instrument. J. To repair, alter or improve any property of the trust estate. K. To add to the principal of any trust created hereunder any property received from any person by deed, will or in any other manner. L. To pay premiums of any life insurance, annuity or endowment policies which may have been retained or purchased herein and to exercise any right, option or privilege existing thereunder. M. In dividing the trust estate into shares or trusts, to allot undivided interests in any property to the several shares or trusts, and also to make investments in common for any or all such shares or trusts. N. In the exercise of its discretion with respect to the use of principal or income for allY beneficiary, to take into account other property and income available to such beneficiary; in so doing, the Trustee may conclusively rely on written representations made to it by the beneficiary, and the judgment of the L.AW o..,":t:- MARLIN R. McCALEB .9. Trustee as to the amount of principal or income so used and the extent to which other resources are considered shall be conclusive as to all parties in interest. O. To accept and retain in kind the purchase money obligation of either of my granddaughters for the purchase of my home at 401 East Main Street, Mechanicsburg, Cumberland County, Pennsylvania. P. To exercise all powers, authority or discretion given by this Trust Agreement after the termination of any trust created herein until the same is fully distributed. Q. To perform all other acts necessarY to accomplish the proper management, investment and distribution of the trust est.ate. NINTI-l. All federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such tax, shall be considered a part of the expense of the administration of my residuary estate and shall be paid out of the principal of my estate without apporrionment or right of reimbursement. LASTI..Y. [nominate, constitute and appoint my daughter, LINDA MOHLER HUMES, Executrix of this, my Last will and Testament, but if for any reason she shall fail to qualify as such Executrix or cease so to serve, then I nominate, constitute and appoint my granddaughters, EUZABETH A. HUMES and KATHARINE 0'0. HUMES, Co-Executrices, to serve in her place and stead, all to serve without \..WO"Il':c.~ MARl.IN R. McCAl.EB -10. 'Ii - , /" ) L,/ p-- /. .,-" ' BUREAU OF INDIVIDUAL TAXES IHtIUIIAHCI lAX DIVISION 01 P1, 1101101 IIAAAIUWG, PA 1I111'01l01 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ., *' -' NOTICE OF INtlERITANCE TAX APPRAISEHENT. ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX 1I1.IUIII I" 111."1 STANLEY A SMITH RHDADS & SINON PO BOX 1146 HBG ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-05-97 MOHLER 08-17-96 21 96-0668 CUMBERLAND 101 MARJORIE Allount H."ut.d PA 17108 MAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CD COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ifEV:isi;'n:C"F-p--ni3':97Y-NCi:"-icE--cin-NHEiiii'iiticn'"Aini'ppilAisEHEN:r-.--,m.-ciiiiiNcE-oli-u-u------onu DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MOHLER MARJORIE W FILE NO. 21 96-0668 ACN 101 DATE 05-05-97 TAX RETURN WAS: I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R.al Est.te (Schadula A) el) 2. stocks and Bonds (Schadul. B) (2) 3. Clos.ly Hald stock/Partnership lntarast (Schedula C) (3) 4. Hortgagas/Notes Raceivable (Schadule D) (4) S. Cash/Bank Deposits/Hisc. Parsonal Proparty (Schadule E) IS) 6. JointlY Ownad Proparty (Schadula f) (6) 7. Transfars ISchedula G) (7) 8. Total Assats I CtlANGED NOTE: To insure propar cradit to your account, subnit tha uppar portion of this forn with your tax paynant. 89.000.00 224.087.50 .00 .00 156.915.01 .00 7,000.00 (B) 477 .002.51 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fun.ral Expansa./Adn. Costs/Hisc. Expanses (Schadule H) (9) 10. Dabts/Hortg.ga Liabilitias/Lians (Schadula I) (10) 11. Total Daductions 12. Hat Value of Tax Raturn 13. Charitabla/Govern..antal aequasts (Schadula J) 14. Nat Valua of Estate Subjact to Tax 22,367.58 1.173.75 Ill) Cl2) (13) Cl4) ?3.G41 33 453,461.18 .00 453.461.18 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. ASSESSHENT OF TAX: 15. Anaunt of Line 14 at Spousal rata 115J 16. Anount of Lina 14 taxable at Linaal/Class A rata (16) 17. Anount of Lina 14 taxable at Collataral/Class B rata (17) 18. Principal Tax Dua TAX CREDITS: PAVHENT DATE 11-01-96 01-15-97 NOTE: .00 X .00= 414.586.18 X .06= 38.875.,~~ .15= .,:.. ClS{' .00 24.875.17 5..Jl31.25 50,706.42 RECEIPT NUHBER AA146899 AA185083 DISCOUNT (.) INTEREST/PEN PAID (-) 1,473.68 .00 28,000.00 1,232.74 AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 30,706.42 .00 .00 .00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN '1. NO PAVHENT IS REQUIRED. IF TOTAL DUE IS REflECTED AS A "CREDIT" ICR). VOU HAV BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) W RESERVATIOHI E.tata. of d.eldlnt. dying on or b.for. Olel.blr IZ, 1982 -. If any futurl Intlr..t In the I.tat. I. tran.flrred In po.....lon or .nJov-~t to CIa.. I (collatlral) b.n.flelarl.. of the dle.dant aft.r the Ixplratlon of any ..tat. for Ilf. or for Yllr., the Co..onw.alth h.r.by ..pr...ly r...rv.. the right to appral.. and ...... tran.flr Inherltanc. ,.... at the I.wful CI... I (collat.ral) rat. on any .ueh future Int.r..t. PURPOSE OF NOTICE: PAYKEHT: REfUND (CR) s OIJECTIONSS ADMIH ISTRATJYE CORRECTIONS: DISCoutTl PENAL TVs INTERtSTs To fulfill the r.qulr...nt. of S.etlon ZI4a of the Inhlrltanc. and [.tat. 'ax Act, Act 21 of 1995. (72 P.S. S.ctIon 'litO), D.taeh thl top portion of thl. Hotlc. and .ub.lt with your pay..nt to the Rlgl.t.r of will. prlnt.d on the r'Vlr.. .Id.. --Hak. chick or .on.y order p.yabl. tOI REGISTER OF MILLS, AGENT A r.fund of a ta. cr.dlt, which wa. not r.qul.t.d on the 'a. R.turn, .ay b. r.qu..t.d by coapl.tlng an ~Appllc.tlon for R.fund of Penn.ylvanla Inh.rltanc. and E.tat. Ta.M tREY-ISIS). Appllc.tlon. ar. avallabl, at th.Offlc. of the A.gl.t.r of Will., .ny of the lS Rlv,nu. DI.trlct Offlc.., or by calling the .p.clal 24-hour an.w.rlng ..rvlc. nu-blr. for for.. ord.rlngl In Plnn.ylvanla 1-80a-S6Z-Z05a, out.ld. Pann.ylvanla and within loc.l Harrl.burg ar.a (111) 187-1094, TOOl (117) 172-2252 (H..rlng I.palr.d Only). Any party In Intar..t not .,tl.fl.d with the .ppr.I....nt, allowancl or dl.allowancl of dlductlon., or ........nt of ta. (Including dl.count or Intlr..t) .. .hown on thl. Notlc' au.t obJ.et within .Ikty (6a) day. of rlcllpt of this HoUc. by: -.wrltten protl.t to the PA D.part..nt of R.v.nue, 10lrd of App.al., O.pt. Z810ZI, H.rrl,burg, PA -..llctlon to hlv, the .att.r dltar.ln.d at audit of tha account of tha p.r.onal r.pr"lntatlv., ..apPI.I to the Orph.n.' Court. InZ8-lUl, OR OR factual Irror. dl.covlr.d on thl. a,,""lnt .hould bl addrl..ld In writing tOI PA DIP.rt.ant of Rav.nul, aurlau of Individual Ta.I', ATTHI Po.t A"'II..nt Rlvl.w unit, D.pt. Z80601, Harrl'burg, PA 111Z8-0601 Phone (711) 787-6505. S'I p.gl 5 of thl bookl.t ~In.tructlon. for Inhlrltancl Ta. A.turn for, R..ldlnt QacldlntM (REY-1501) for an I.planltlon of ad.lnl.tratlv.ly corrlctabll Irror.. If any ta. due I. paid within thrll (5) c.llndar .onthl aftar the dlc.dant'. daath, , flv. p.relnt (5%) dl.count of the t.. paid I. .llow.d. ThI ISX t'M aana.ty non-partIcipation p.nalty I. cOlpYtld on thl tot.1 of the t.. and Int.rl.t a"I"ld, end not plld b.for, Janulry 18, 1996, thl flr.t day .ftlr thl .nd of the ta. aan..ty Plrlod. Thl. non-p.rtlclpltlon p.nalty I. app.llabl. In the .... .ann.r .nd In the the .a.. tl.. p.rlod I' you would app.al the ta. and Int.r'lt that h.. b..n a'I,..,d a. Indlcatld on thl. not lei. Intlr..t I. chargld b.glnnlng with flr.t d.y of d.llnquoncy, or nln. (9) Bonth. and on_ (1) day fro. the data of dl.th, to the data of p'Y.lnt. Ta.I' which blca.. d.llnqu.nt blfor. January I, 1982 b.lr Intlrl.t at the rata of .1. (6~) p.re.nt p.r annul ealcul.t.d at a dally r.tl of .000164. All taM.1 which b.ca.. dlllnqu.nt on and aftlr Janu.ry I, 198Z will b..r Intlrl.t at a rat. which will vary fro. cal.ndar y.ar to cal.ndar Ylar with that rat. announc.d by the PA Depart..nt of Rlvenu.. Th. appllcabl. tnt.rl.t rat.. for 1982 through 1997 arl: !!!! Interllt Rat. Dallv tnterllt FActor !!!! tnterllt RAt. Dally tnt.r." factor 1982 l'X .000548 1987 'X .000247 1911 16% .000418 1988-1991 llX .000lDl 19.1t lU .000lDl 1992 'X .000241 1985 UX .000356 1993-1994 7X .aaal9Z 1986 I'X .000274 1995-1997 'X .000241 nlntarllt I. c.lcul.ted A' followtl INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS OELINQUENT X DAILY INTEREST FACTOR .-Any Hotlcl 1.lued aftlr thl ta. b.co.l. dlllnquent will r.fl.ct an Int.r..t calculation to flft.ln (15) day. blYond the dati of the a'III...nt. tf ply..nt I. .ad. aftlr the Int.r..t eo.put.tlon dati Ihown on the Hotlc., additional Int.r..t BU.t be c.lculat.d. , ,., ,. , t'V.I"".. ."" 146899 COMMONWEALTH OF PENNSYLVANIA DlPARTMENT OF REVENUE OFFICIAL RECEIPT · PENNSYLVANIA INHERITANCE AND ESTATE TAX . D NO. AA RECEIVED FROM: fJ ACN ASSESSMENT P:' CONTROL ~ NUMBER AMOUNT STANLEY A SMITH 101 ~C:t1,UVu.uu PO BOX 1146 HARRISBURG, PA 17108 ESTATE INFORMATION: I:If FilE NUMBER ~ 21-1996-0668 ~ NAME OF DECEDENT (LAST) ~ MOHLER MARJORIE W m DATE OF PAYMENT g POSTMARK DATE COUNTY SSN 195-32-1136 (FIRST) (MI) CUMBERLAND DATE OF DEATH REMARKS SEAL LINDA MOHLER HUMES C/O STANLEY A SMITH CHECKff 13 fa TOTAL AMOUNT PAID ( '.'/ RECEIVED BY __ ... S28,000.00 CW REGISTER OF WillS , ,,', I (. /sIGNArUR, I '" .:~/ .. '. '. -- _.. _ _no MARY C. LEWIS REGISTER OF WILLS I - - ..- - '-- "-'- -- ---- --- -- -_...... ~- .-....- --- - , ---'-.----' ..----- - -i-.... ~,.:. ..---..~. Iit- /, , f ~' I , ", , . 1...) 0 ~~. " RECEIVED By,... "'t/tj:.. ~... .]1 L:,V'~ I' "'-'v '. SIGNATURE, " ~ ,f;: I MARY C. LEW'IS ,. r ".,.I.:'!, :/- i REGISTER OF WILLS DNo. AA 185083 .....II.JblU'1 COMMONWEALTH OF PENNSYLVANIA DIPARTMINT OF RIVINUI OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX . RECEIVED FROM: & ACN ASSESSMENT P:' CONTROL iii NUMBER AMOUNT STANLEY A SMITH ESQUIRE 101 "1,ESE.11, POBOX 1146 HARRISBURG, PA 17108-111.6 ESTATE INfORMATION: t:t filE NUMBER li 21-1996-0668 I!:I NAME Of DECEDENT (LAST) ~ MOHLER MARJORIE l~ ~ DATE Of PAYMENT iii 01/16/97 EJ POSTMARK DATE COUNTY SSN 195-32-1136 (fiRST) (Mil CUMBERLAND DATE Of DEATH 08/17/96 REMARKS m TOTAL AMOUNT PAID $1,232.74' DO SEAL LI NDA MOHLER C/O STANLEY A CHECK" 18 SMITH ESQUIRE REGISTER OF WILLS ~- .-_.- ---- --- _. - --_. 1OI0H"'-: ..~ ~ .--------- , " ~. t," .' , j ~' :" .... , _~ .' ___ _.__n. _~"_"---"""~. _.~-'-"" r.. - r ,', 1~~'-'''- Register of Wills of Cumberland County, Pennsylvania INVENTORY Estlltu 01 Mllllorill W. Mohlm 11150 known 115 No. ~ 1 - 1 !l9G-QGGO DIIIIl 01 DlllllhAllllllst 1.,. 19!1G , Dm:ulIsmJ 50ei/l1 5"emilY No. 195-3~-113G Lindn Mohlm Humus Personal RuptoSllnlallvn of 11m ;lhnvll Estilln, dIlCOil!>lHt. vUflly thillllHllll!lIlS i1PI)IJilflllU III tho tollnwmn lIlvontnrv mcludn ....11 01 11m pmsonal "s!;uls Whl!fllVm S1IUillu 1111I1 all uf thlt fuall!st"l!! 11\ Iho ClllIllllllllWIl;lllh uf Pllllll~Vlvillllillll siJlll Df!cmlunl. thilllhu VllIUl1ll0n pin cud nppnsltu nitch 11t1l11 of Sillt! InvnnlOlV f(JIIfUM!IlI~ Its fillf Vii lUll ill' of 11111 datu 01 tho Of!cl!llnnl's dnlllh. nnll HHll Decedont nWlllHI no filiI! cstato oulf-lIlt! 01 tho COlllrnnnWtlilllh of rfJllnsylvillllill!~r.I!pllhal whu:h illllltliJI!> III iI I1UlIllCUill1dulTl iU 1I1Il UIltJ 01 this invnnlmy. I vurlly thai tho Sliltul1l11l1tS lTliuln III tillS Inventory ilIt! Hilt! and corruct. I lllldurswnd thill falSI! slaHIIllllnts hOfl!l11 one nWlJt! suhJect to the pCllilllws nl 18 P;I. C.S. SIH:IIClIl4904 1f!latll'lI to unsworn t..lslllcatlon 10 .1l1lholltl1l5. Name of Attomov: 1.0. No.: Addross: .- ) 1/, ' ~-:/ :tJl/:'I~illi -- , Pl!Isur9r;;IIr;;l;~Vtlt f d(k"'J lilufa Mohlor HUI1111S. ExllcutflK 0""':1 I III /9-1 I I f- Telephone: Sumle A.Smilll;,l:5qwre 33782 Rhoads & Sinon llP, P.O. BOK 1146 Harrisburg. PA 17108.1146 17171233.5731 DescrIption Value See Attoclmd nn err ::l .. \0 -J :D ::Jm .'.\ .."'l (., U , .- ,- L_ ~ - -- 0\ "1'; _. -0 -"" :-.; Cl -. '.~ .. if; ..... " - TOlal: $470.002.51 IAttach Additional Sheels if neeessmyl NOTE: The MomolllmJum 01 fIlal e!<lalt! OUISlCh! lhe COIllIllOIlW"olUh 01 Pt'I\II'iVlv.lfllil molV. at t1m 1.It!clmtl 011l1l' !lI'ro;nll,ll '1'IIFl'!'o1'1l1ill,vt~. IlIclullf! the YlIlue of ollch 11Cln. but such hgu"'5 !<huulll 1101 1m 1!_h'lIlh~IIlf\lo lht! toMl ilf lht' 11lI/l!IlIOlV' I._...IIW , IU.....tonl.....'" k... 't'111 , Estate lnvelltory Valued au of Date of Death No. of Shares Stocks 400 Amet-ican Telephone and Telegraph Company, common stock, @ $54.75 per share, Cusip No. 030177109 $ 21,900.00 1,600 BellSouth Corporation, common stock, @ $38.843750 per share, Cusip No. 079860102 62,150.00 3,400 PNC Financial Corp., common stock, @ 31.781250 per share, Cusip No. 693475105 108,056.25 1,400 Pennsylvania Power & Light Company, common stock, @ 22.843750 per share, Cusip No. 709051106 31,981.25 Total Stocks $ 224,087.50 Cash Bethany Village - refund received $ 1,934.10 BlueCross/Blue Shield - prescription reimbursement 739.51 Total Cash $ 2,673.61 Checking Account PNC Bank, N.A., Checking Account No. 5070082673 $ 7,007.15 Interest to date of death 13.10 Total Checking Account $ 7,020.25 Savings Account/Money Market/CMA Farmers Trust Company, Money Market Account No. 385417 $ 48,414.07 Interest to date of death 77 .65 Page 1 Estate Inventory (Continued) Savings ^ccount/Money Market/CM^ Financial Trust Corp., Certificate of Deposit No. 107664 $ 21,585.38 Financial Trust Corp., Certificate of Deposit No. 111629 21,677.00 Financial Trust Corp., Certificate of Deposit No. 117442 21,753.58 Total Savings Account/Money Market $ 113,507.68 Tangible Personal Property 1853 gold dollar liberty coin, per appraisal $ 80.00 1912 $2 1/2 dollar gold liberty coin, per appraisal 90.00 Jewelry, per appraisal 1,550.00 Miscellaneous personal property, per appraisal 28,981.00 Total Tangible Personal Property $ 30,701.00 Miscellaneous Annie B. Koller Trust Under Will, income accrued to date of death $ 48.37 Jacob Koller Trust, income accrued to date of death 2,964.10 Total Misc.ellaneous $ 3,012.47 Real Property Real Estate situate at 401 E. Main Street, Mechanicsburg, Cumberland County, Pennsylvania, per appraisal $ 89,000.00 Page 2 . .