The URL can be used to link to this page

Home My WebLink About96-00672 -' - - -~' -_.. "'-'-.- - - ....' ." .--..... ~', . ..... - o CI) a .. lit t' - ,- .' o Z Estate of Annabel R. Lower also known as PETITION FOR PROBATE and GRANT OF LETTERS f.p '7 ;0 No. 21-96- To. Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania , Deceased. Social Security No. 204-26-1716 The petition of the undersigned respectfully represents that. Your petitioner is 16 years of age or older and the executor named in the last will of the above decedent, dated September 13, 19670 Decedent was domiciled at death in Cumberland County, pennsylvania, with her last family or principal residence at 231 Glendale Street, Carlisle, Pennsylvania 170130 Decedent, then 65 years of age, died August 14, 1996, at Thornwald Home, Carlisle, Pennsylvania. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No exceptions. Decedent at death owned property with estimated values as follows. (If domiciled in pa.) All personal property $15.00D.00 (If not domiciled in pa.l Personal property in PA $ (If not domiciled in paol Personal property in County $ Value of real estate in pennsylvania $None situated as follows. WHEREFORE, petitioner respectfully requests the probate of the last will presented herewith and the grant of letters testamentary thereon. SIgnature and Resi~e ~ Petitioner ~~~(\ "-~ Mar on Ro Lower 231 Glendale Street Carlisle, Pennsylvania 17013 OATH OF I)ERSONAL REI)RESENTATlVE COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal representative of the above decedent petitioner will well and truly administe~t e estate.accor~toJLawo Sworn to or affirmed and subscribed I' _ ~ ~ b ~ before me this ~6TH day of Marl n Ro Lower '-~ . f 1 AU{jU~ I I 92 (.: I I I. . I ( '. I,. J. ,- ,,vI/- .i!. r{t\RY Co LEWIS Reg ster ': / ( ~.- 1.;J.~.. Z No. 21-96- GP Estate of Annabel R. Lower, Deceased DECREE OF PROBATE ANI) GRANT OF LE'rl'ERS AND NOW AUGUST 77 , ' 1996, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument dated september 13, 19R7 , described therein be admitted to probate and filed of record as the last will of Annabel R. Lower/ and Letters Testamentary are hereby granted to Harion Ro Lower of 231 Glendale street, Carlisle, Pennsylvania 170130 2 II)' /f(~ "n e.--jv '11")1' ,If;} IW" )((, .-- Re ster of W s MARY C, LEWIS Ir~ftu. " J FEES probate, Letters, Etc. .$ ~O,OO .$ 3000 Wayne F. Shade, Esquire 15712 ATTORNE~ (Sup. cto 1.0. NO.1 53 West Pomfret Street Carlisle, pennsylvania 17013 ADDRESS 717-243-0220 PHONE Short Certificate(sl 0 Renunciation X-Pages .1CP . . . . . ,. . .$ ':I.uu Filed 0 0 . $ TOTAL $ ~UGU~T02~'01~9~ 0 SoOO 67.00 .- :r;,. '. :1: ,,' , I..L ;'.l Cl "...] ,- " " ; ;, ." 5 c: Gu Called attorney on 6-<7-96 nIl'. I', III .llld\ th.11 tI,l IHI1I11I11I11I11 11.11 ,')" I' 11".11 HI j'1~11 j! 1111 "ll;'llld. I llll!. "Il ,\ dl I" I. -I" ,,,..r' ! ", 'I. ,d I.' II..! 'I I till. ,Ill ,,' ,It ,1111 ,llIlt ld"t \\ 1111 lilt .1' Iii ",I. ( II II'; t. ,I 1'1 t111l11 III 111111.1' ',.'" WARNING: Ills 1I11!01l1 to dUllllcali' Ihl', ""IlY hy pl101051111 or pholollrnph, i"1I .".,,,..,.. /~S\\HOI "fl'''" '~...~.,~' ~.%,~, / ,./, . '. \;; ~ l S ';i: \ . \ ..'. ~".:,'~",11 . ofoj>" ~,/I "MEHI n\ 't;.~.... . ..,~ ~-. 2Jo.:...... ~, ~~.. ~~.~ 1,.\..1 It!).:"".ll . III 1,11 dl1' ,II tilt. ,Ill 'till 375G367 ft,I.I!: . ~ l~flh 1).lll' "1011&3"," "'1' COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH .., .. ..GlIl......et1 Annnbel Rice ... emnle "-,,,.'_11 loOC'Ill.MCU"""""''''tl.. .., .. .......IOfOlClOlICt"'.._...., , 204 20 -1716 D.f(Of'OlR".-o.._1 lI.r1'- /Y-J J ~-re,. l,IlClllIIIl'Vll - .... UOoCll"IDAr -. I........ I 1WI11WVoU..c..,_ lIIoo""....,c.u..pA Hechanicsburg J'UICIOf'OfR"~."'",___""_"",,,__ 85 .. ""....... ......0 r~O =,.,,0 COI..II'In 0# l)lRI'I "'""',_.._..._._.ooc '.... ,~l . Cumberland . Carlisle .. White Ol Of"'" ~ Nli(lOl ._-::_....::::~""1 I Homemaker , . DI"DlKf't,U"UtQ.&DOlllU/5lr_~ ..../0'-1 .iI'lQOl'IlU$ll<f.U,...ov""" 1'.001.14 Y.UllUi,.tI,!ut."'_ -"'-- -- " Harried ........"""" l'_ ~____ Harion R. Lower 231 Glendale St. .. Carlisle, PA 17013 ""'''llUololll''''_UII) " William G. Rice ""~-IIOAU(n-""" Marion R. Lower YO 01' lI'OIIi(lOl O -.-111 c-O III__~"'O 0.0.... o....t5l:c*r" . 1C)JUif\IN01'U OlClDlIl"1 =- IIrSCllIlCl - .-- U..So... PA UI_O ___........ .. ,~ DO - -.. CumbIJrland --.' u.l:3 :"-:::.::'. UO'''l''.,...'''I.r........._s..._ Cnrli~lp -- , ..,OR~l.~~"l$f'M.~......lo""'-' JV.Cl(lll"llIVOV1IOft,N__c-y.~ .-..... Loc.oro.. .... ~ 008102 1,to HoUy Spring. Cemetery ~. Holly Spg...Cumb.Cn.PA ""WIAMIAOOllIUO"iIlWTf lIofCman-Roth Funeral flome 1996 llClHSlNVVMI'l ....._"'''''.;r:r.....'':'''::r;:;:::--...... ~._'~~ teJ 'l(lll" ".A./ 1'~IOOOD'_OII,_1 ~.:;-~ ,~ ~~ II~'" 1'1- 1f'YC, .f."""",, 1_....___._.___....00"100__....__ _nc.._._.....,..........-."'.............. L..-....__...__ LlClllHlol\ItIIM1II ~N-IO, .J'iS"- L , -, -"'- ~ 06+ .. 1<1 IfF' ~GASlI'lUI....(DlO...IOoC.&llu..1Iol ...0 -tlr ~ri[~~ . A) 1Ie ! : :::::=~~:: I~.- :=-= ! I ,..",., ow...~_-.....,,_... ---.....-......-......."""1 Wt:N:lUTOJ'Sl"1NOII<<)1 ......."0I0u'.. -.u1l1~f'O cowt.lflOl'I01~ .- c:r-- - 0 "'....,., - 0 '-.- 0 _Ia" ...0 .(;1" .... 0 Cet,oIol_....._ 0 :IRIOl~' .... '" - ,.... Of' HJUIII" """""'I.JOlQJIlllf OllClOl6lo<lW'''''''''''',(ll;(;ulO''lD ... tf' 1ft ~ ......C.(lll""'JVOl'.ll__._'_~. -"....... ......." - ClIn",r"c.....__ 'i!~='::==~:;,.=:=:=~.=...:::.::::~--.....,............_-n' 0 ',a. ~.".gcr"'ntNQ~AN'"'...-rw..._"'1__'..............._'""'..1 "'__...,....-........._ai"""_......_.....,___....u....,.I........_H.III... . .IIIDIC...lU.....INIItlCOROHrll =:::,'::'~::::~._........,IfI...t't.._.......'..-....l\Il.U_...""..I"".._IIf......"K......."".I.I...ch..el'..... 0 ... . C~'E'",\, ~..i&I u ,-- ,'~.' r- ,. ,;: -:( .,0:; \<. Lv cJ" '~";':. ,,,.Ii ""::::~:"~' ,.:' \... I U; -. .l.~ '.' <. ,.. , ~ 9 . Clt -i w ~ Z .~ .\. 1::;.' ,)>>~ ~, ,; , '. .' .,' '. .. ~:' :j\,; '!- c,.... . -' . . ., .. .. ~ -...-.~. ~, -"'o.~-.. . ~~.;~G~'-;.:;Ll'~~- ~.~~~-~~;::~- --. , '. of my truntee 01' oxecut.o,'. 11' my daulJ,ht.or, ,hOWl l.ower NaJeaku, i a not. li v inlt, when thi:l t.runt in t.erminated I IJ,I ve t.ho principal 01' :lald to'II:II., accl'ued or othel'wiae to lilY fT,I'andchlldl'en, pl'u:wntly con:ll:1tirllt, 01' Matthljw William Miljeake, ,Julia Milrle MaJo:lko, anti AIHIr'I)Y .Jean MaJrJ:lkc. C. If my husband, Marion n, l.ower, 1:1 not. lIvin/r, 30 daY:1 urter my death 1 give my estate a:1 l'ollowa: 1. One-hall' to my daughter, Jalle l.ower NaJ():1kl~, il' :lhe i:1 living 30 days after my death. 2. One-half to the trust created in sub-paragraph B. above. 3. If neither my husband, Marion no Lower nor my daughter, Jane Lower Majeske, is living 30 days al'ter my death I give my entire estate to Farmers Trust Company of Carlisle, Pennsylvania, in trust for the education of my grandchildren under the same terms and conditions as the trust provided for in sub-paragraph B. above. SECOND: Some of the powers and duties of my trustee shall be: 1. Payments by my trustee or its successors for the general welfare or education of such beneficiaries may be sprinkled by it among them or on their behalf in such proportions, equal or unequal, as my trustee shall deem advisable in its absolute discretiono My trustee is under no obligation to make equal payments for such beneficiaries. 2. My trustee shall operate said trust as it sees fit in its sole discretion, and shall not be bound by any statutory or other legal restrictions, including but not limited to investments, now or hereafter in effect. It shall not be required to give bond for the faithful performance of its duties in any jurisdictiono 3, I authorize my trustee to exercise the following powers applicable to all items of principal or income to be exercised in its sole discretion until actual distribution of all property: (a) To retain any real and personal property which may at any time form part of this trust, including stock of the trustee, without regard to (/..A""j",-/, ;2, ';&adV Annabel Ro Lower 9 / /3/8 7 / Date 2. .. I ~ -. .,. ...' .." ?1 - 96 - r)72 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCIUUING WITNESS Wayne F. Shade and connie J. Tritt each a subscriber hereto, each being duly qualified according to law, depose and say that they are familiar with the signature of Annabel R. Lower, testatrix and that they believe the signature on the will is in the handwriting of testatrix to the best of their knowledge and belief. Sworn to or alllr~ ~ lublcrlbed before ... this _6 day 01 AUGUST 1996 w~~ s6?uut 53 West Pomfret Street Carlisle, Pennsylvania 17013 <'1- 1, -~ G",,,-... q ~ui:c Regllter ",,.&;. connie J. -Tritt J 0 53 West Pomfret street L Carlisle, Pennsylvania 17013 r- ~-,( ~r) i" , , ,n r-'.J C1 1'1 ".J - .. " - 'J ~'1 -- ::> 0:- 00 ~~n N 1,1) ,.' ... _.'..l .n.: - ~ - - ~ ~ .." UW Q'O: 0: r-- ~:" .. .-- -c ~=:s Uu ';':-JC-U- .. C .11 l1> ,- C ~ l1J ';: c: c u II OIl 3 :l 'J:::: <~Gl~8~ OIl Co::: Gl " Gl ._ CD- IO.Q -5~e~~.: 'S~>o..e g>lIl~~ej =Elii\llct! c;: ...!!!.- 3 OIl Q)tb CDOIO ~~~~~; ~ o c'S.8 glii 8!"'OIlOlllll ';:1 3 c.. I;;! o CD co J:. a.... c: uC .....c ~ ~.!!!.gE!'ii ~ a. co :J ... Q) "c"'E80~ j;.!=<l~12 ~ 1;j~C8~E~0~~ -5';:: .- ...S > ...:X 2 E'" :=!.2 o'O'C;o t:~t:"c-~ B Q) :J II>> co ~ CD oc_ m-m';:co>o ...o.cuEm Q) 'C _ '~'ro J:. ,!:: J:.cO.o_oCD _co..cu....c .... - ~ j I ~ rIJ !(~~ ~ 1:: ::E ?;j Z 0 Z ~ '" '" ill ~ ~ E ':i ~ < ~ ;l lri ; u f<<< OH ~~ ~II) Z~~ O~H ~~ ~ 8~~ l:)~~ 0... C'l HU;:lr-- ~~8~ o \0 U - ao ~~~~ Z~ !:;lei tll 'rl ~ :> .... >> III s:: Ql ; ,d ~ ~1lI .... - f<< -IH III >> 01>:: O'M~ ~ .... s:: ~;3QlI-I;:l E-<O~tllO ?j..:l:luu II) 0 1H'l:l ~I>:: -0 s:: .'l:l tll ..:llll,d.... ..~ III bOl-I ~.,qtll::llll 1>::< III 0.0 01-18 Z III O::l E-< ?:l o u u < ~ H f<< A ~ E-< II) I>:: H tI.f(d ....\...~'3 ~~~ ~p~~:: ~~~~~~~~~ uOllnQlJl1IP I~~,n ~~:,OIUOIP UOllnqlll~,I~M p::ua~~~r ~- :) ,unoo~V-Z;t.b1 . ~ g. 0 rnro .' .. NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE TilE REGIS'rER 01' lULLS, COUll'l'Y 01' CUMI3ERLl\ND, PEllNSYLVl\llIl\ In re Estate of l\nnabel R, Lower, Deceased No. 21-96-672 TO: Jane Lower Majeske 2872 Clearbrook Drive Marietta, Georgia 30068 Although you are already aware of the following information, the law requires that you be provided with this formal notice. Please take notice of the death of decedent and the grant of Letters to the personal representative named below. You may have a beneficial interest in the Estate as testate heir, parent or guardian of the estate of a minor beneficiary, guardian of the estate or institutional custOdianship of an adjudicated incapacitated beneficiary, attorney general on behalf of a charitable beneficiary whose interest exceeds $25,000 or which will not be paid in full, attorney general on behalf of a governmental beneficiary or in default of any other heirs, trustee of a trust as beneficiary or spouse, children or other intestate heirs of the Decedent as determined under Chapter 21 of the probate Estates and Fiduciaries Code. Name of Decedent: Annabel R. Lower 231 Glendale street, Carlisle, ()O Ccr ~ -. Last known address of Decedent: pennsylvania 17013 Date of death: August 14, 1996 Place of death: carlisle, pennsylvania ':S :n1f? , ~, a ,-. n '- :~ ::=-0 z '. -- I .. ,J C'\ .. - -,' . "I .- - v' () i-...\ -.. \0 county of grant of original Letters: Decedent died testate. cumberl~,"d r, ~ I ' . " .. A copy of the Will is attached. The names, addresses and telephone numbers of all personal representatives appointed are, as follows: Marion R. Lower, 231 Glendale street, Carlisle, pennsylvania 17013 The names, addresses and telephone numbers of all counsel are, as follows: Wayne F. Shade, Esquire, 53 West pomfret street, carlisle, pennsylvania 17013 - 717-243-02200 WAYNB F, SHADll A_"Law 53 Weal PomIrd Strtd Carlia1e. rawytVIDLa 1101l I , I I I WAYNB Po SHADD A....., .. lAw 53 Welt Pomfm SImI CulltIe, 1'aloI)'1v.... 17013 NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILl,S, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Annabel Ro Lower, Deceased No. 21-96-672 TO: Julia Marie Majeske 2872 Clearbrook Drive Marietta, Georgia 30068 Although you are already aware of the following information, the law requires that you be provided with this formal notice. Please take notice of the death of decedent and the 'grant of Letters to the personal representative named below. You may have a beneficial interest in the Estate as testate heir, parent or guardian of the estate of a minor beneficiary, guardian of the estate or institutional custodianship of an adjudicated incapacitated beneficiary, attorney general on behalf of a charitable beneficiary whose interest exceeds $25,000 or which will not be paid in full, attorney general on behalf of a governmental beneficiary or in default of any other heirs, trustee of a trust as beneficiary or spouse, children or other intestate heirs of the Decedent as determined under Chapter 21 of the Probate Estates and Fiduciaries Code. Name of Decedent: Annabel R. Lower Last known address of Decedent: 231 Glendale street, Carlisle, Pennsylvania 17013 Date of death: August 14, 1996 Place of death: Carlisle, Pennsylvania County of grant of original Letters: Cumberland Decedent died testate. A copy of the Will is attached. The names, addresses and telephone numbers of all personal representatives appointed are, as follows: Marion R. Lower, 231 Glendale street, Carlisle, Pennsylvania 17013 The names, addresses and telephone numbers of all counsel are, as follows: Wayne F. Shade, Esquire, 53 West Pomfret street, Carlisle, Pennsylvania 17013 - 717-243-0220. Additional information may be obtained from the fOllowing source. Date: January 6, 1997 wa~~h:f~~~re 53 West Pomfret street Carlisle, Pennsylvania 17013 Telephone: 717-243-0220 Counsel for Personal Representative . WAYNB F. SIlADB A......, _low 53 Wee Pomr", SInd CaIIltlc, !'l.aqlvtala 17013 "-----,.--.>.. \. , ! i NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE TilE REGIS'rER OF WILLS, COUN'!'V 01' CUMBERLAND, PENtlSVLVANIA In re Estate of Annabel R. I,ower, neceased No. 21-96-672 TO: Audrey Jean Majeske 2872 Clearbrook Drive Marietta, Georgia 3006B Although you are already aware of the following information, the law requires that you be provided with this formal notice. Please take notice of the death of decedent and the grant of Letters to the personal representative named below. You may have a beneficial interest in the Estate as testate heir, parent or guardian of the estate of a minor beneficiary, guardian of the estate or institutional custodianship of an adjudicated incapacitated beneficiary, attorney general on behalf of a charitable beneficiary whose interest exceeds $25,000 or which will not be paid in full, attorney general on behalf of a governmental beneficiary or in default of any other heirs, trustee of a trust as beneficiary or spouse, children or other intestate heirs of the Decedent as determined under Chapter 21 of the Probate Estates and Fiduciaries Code. Name of Decedent: Annabel R. Lower Last known address of Decedent: 231 Glendale street, Carlisle, Pennsylvania 17013 Date of death: August 14, 1996 Place of death: carlisle, Pennsylvania county of grant of original Letters: Cumberland Decedent died testate. A copy of the will is attached. The names, addresses and telephone numbers of all personal representatives appointed are, as follows: Marion R. Lower, 231 Glendale street, Carlisle, Pennsylvania 17013 The names, addresses and telephone numbers of all counsel are, as follows: Wayne F. Shade, Esquire, 53 West pomfret street, Carlisle, Pennsylvania 17013 - 717-243-0220. WAYNE F, SHADE A_ at Low SJWUlPallIm- Carlisle. ......,.IY.... 170\3 Additional information may be obtained from the following source. Date: January 6, 1997 way!J~~C~re 53 West pomfret street carlisle, Pennsylvania 17013 Telephone: 717-243-0220 counsel for Personal Representative WAYNlI F. SIlADE A_II Low 5Jw........,...- CaIIitIo, r-r,lYooIa 1701' NOTICE OF I3ENEFICI^L INTEREST IN EST^TE BEFORE TilE REGISTER OF IHLLS, COUN'l'Y OF CUlmERLAND, PENNSYLVANIA In re Estate of Annabel Ro Lower, Deceased No. 21-96-672 TO: Matthew william Majeske 124 Cox square #32 Auburn, Alabama 36830 Although you are already aware of the following information, the law requires that you be provided with this formal notice. Please take notice of the death of decedent and the grant of Letters to the personal representative named below. You may have a beneficial interest in the Estate as testate heir, parent or guardian of the estate of a minor beneficiary, guardian of the estate or institutional custodianship of an adjudicated incapacitated beneficiary, attorney general on behalf of a charitable beneficiary whose interest exceeds $25,000 or which will not be paid in full, attorney general on behalf of a governmental beneficiary or in default of any other heirs, trustee of a trust as beneficiary or spouse, children or other intestate heirs of the Decedent as determined under Chapter 21 of the Probate Estates and Fiduciaries Code. Name of Decedent: Annabel R. Lower Last known address of Decedent: 231 Glendale street, Carlisle, Pennsylvania 17013 Date of death: August 14, 1996 Place of death: carlisle, Pennsylvania county of grant of original Letters: Cumberland Decedent died testate. A copy of the Will is attached. The names, addresses and telephone numbers of all personal representatives appointed are, as follows: Marion R. Lower, 231 Glendale street, Carlisle, Pennsylvania 17013 The names, addresses and telephone numbers of all counsel are, as follows: Wayne F. Shade, Esquire, 53 West Pomfret street, Carlisle, Pennsylvania 17013 - 717-243-0220. WAYIlT!. F, SHADe A_" lAW 53 W", PomCrel SIt<d Car\iJle,I'coaI11v,,", 170\3 o IN RE: ESTATE OF ANNABEL R. LOWER, Deceased, Late of the Borough of carlisle Cumberland county, Pennsylvania: IN 'I'IIE COUHT OF COMMON PLEAS OF CUMBEHLAND COUNTY, PENNSYLVANIA OHPIIANS' COUH'r DIVISION NO. 21-96-672 RELEASE KNOW ALL MEN BY THESE PRESENTS, That I, JULIE MARIE MAJESKE, being one of the heirs of Annabel R. Lower, Deceased, late of the Borough of carlisle, cumberland County, Pennsylvania, do hereby acknowledge that I have this date had and received of and from Marion R. Lower, Executor of the Estate of the said Annabel R. Lower, the sum of Fifteen Thousand Five Hundred Twenty-Two and 60{100 ($15,522.60) Dollars in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled by Will or as an heir-at-law and to which I am entitled fro~ the ~state of said Decedent. NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said Marion Ro Lower, Executor of said Estate, her heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presentso HI ~ITNESS WHERE'~' I have hereunto set my hand and seal, this :.1ll- day of )f.ffJh..'] tlt 11 , 19970 W1.\rfESS: l.!.-t~(/v~V L(' )1? {O gc\- v'v'--f OJ /,' . '.. '--)'1. J. (/ J< II/;<- ..; /),:. (-,1'; /~' ) ,; 't'.' . /.1;:;-., 'JUli~ Marie Majeske (SEAL) COUNTY OF FULTON ) ) ) . I ., fl': I " ')I. 5S: "i' I 1./ STATE OF GEORGIA On this, the II"" day of 5'c:P(0111),c.;1., , 1997, before me, the undersigned officer, personally appeared JULIE MARIE MAJESKE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. WAYNE F. SIIAIlI! ADOme)' .1 Law 53 W('it pomfrrl Slftt'1 Carlislt'.I'rnn'ylvania 11013 IN WIT!'jES8 WHEREOF, I se().l. hereunto set my hand and official ~"'" t, k/J9A No ry puIJl1c McWY PIJl11c. FlItM GoLw1ty, GoorgIa. Ml~AtIOnExplM AuglJ!ll6, 20011 WAYNI! F. SHAIlI, Allomt'y .1 taw SlWull'umfrttSlrtrl C.r1i,k. I'cnnl)'lvani.ll 17111] IN RE: ESTATE OF ANNABEL R. LOWER, Deceased, Latc of thc Borough of carlislc Cumberland county, Pcnnsylvania: IN THE COUR'I' OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-96-672 RELEASE KNOW ALL MEN BY THESE PRESENTS, That I, JANE LOWER MAJESKE, being one of the heirs of Annabel R. Lower, Deceased, late of the Borough of carlisle, Cumberland County, Pennsylvania, do hereby acknowledge that I have this date had and received of and from Marion Ro Lower, Executor of the Estate of the said Annabel R. Lower, the paintings with the name of "B. Rice" or "Blanche Rice" on them in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled by will or as an heir-at-law and to which I am entitled from the Estate of said Decedent. NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said Marion R. Lower, Executor of said Estate, her heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. ereunto set my hand and seal, l+ 1997. WIlN~~S ':,- C"'_y ,~ '1 ~.J-MEAL) 1 . J\.JZ:i~wx.~ 1110. Lower MaJeske STATE OF GEORGIA ) ) SS: COUNTY OF COBB ) On this, the 'flC day OfS-t.;,/c/~,-- , 1997, before me, the undersigned off1cer, personally appeared JANE LOWER MAJESKE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein containedo IN WITNESS WHEREOF, I seal. hereunto set my hand and official OJ ~ fZ11ft~ Notary Public r r', ".. " " I' -. -;'" ;'1.1,'.; ,~:,~,r.. ,'1'..;L., J ,. "'1' r.~m~;:J~,\~n E,lr.11a<:a IAJy 1. i..; IN RE: ESTATE OF ANNABEL R. LOWER, Deceased, Late of the Borough of carlisle cumberland county, Pennsylvania: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-96-672 RELEASE KNOW ALL MEN BY THESE PRESENTS, That I, AUDREY JEAN MAJESKE, being one of the heirs of Annabel R. Lower, Deceased, late of the Borough of Carlisle, Cumberland County, Pennsylvania, do hereby acknowledge that I have this date had and received of and from Marion R. Lower, Executor of the Estate of the said Annabel R. Lower, the sum of Fif~een Thousand Five Hundred Twenty-Two and 59/100 ($15,522.59) Dollars in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled by Will or as an heir-at-law and to which I am entitled from the Estate of said Decedent. NOW, THEREFORE, I do hereby remise, release, quitClaim and forever discharge the said Marion R. Lower, Executor of said Estate, her heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date of these presents. I~ITNESS this day WITNESS: . ('.. . WHER~OF~~ hav~ereunto set my hand of :::>-e :1"'- .-y; 1997. A and seal, '1 \ C\ ;)~llr~\VLJ~'-" .... Audrey"Jea Majeske C ~1"1- (SEAL) STATE OF GEORGIA ) ) SS: COUNTY OF COBB ) I( 5' / On this, the (f. day of 'it1",.1J.t2,/, 1997, before me, the undersigned offlcer, personall appeared AUDREY JEAN MAJESKE, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. WAVNU F. SIIAIlI! Aaomry at taw 5J Wut l'l1mfll'l Stmt e"lilk. II"uu)'IYln~ I7IlIl IN WITNESS WHEREOF, I seal. hereunto set my hand and official {k{ {;~?t Notary PubllC r.CIJrt iJullL,=. COIl!, (.o',nl(, Gr'!")"'1 'ttt (.;OIllIlU:"::;IUfl E.l.Plf"':-. I,1l1 1, 1::: ~."\ ....... ADV ANCE..l;) I~OR ADMINISTRATION 8/14/96 Marion R. Lower Deer Lodge, funeral dinner Rev. Wanda Veldman 104.27 100.00 8/23/96 Marion R. Lower Hoffman-Roth Funeral Home, funeral bill 8/26/96 Marion R. Lower 10/23/96 Marion R. Lower 11/ 6/96 Marion R. Lower TOTAL ADVANCES FOR ADMINISTRATION PRINCIPAL DISBURSEMENTS 8/14/96 Deer Lodge, funeral dinner 8/14/96 Rev. Wanda Veldman 8/23/96 Hoffman-Roth Funeral Home, funeral bill 8/26/96 Register of Wills, probate fees 9/ 5/96 Evans Jewelers, appraisal 9/24/96 Cumberland Law Journal, advertise Letters Testamentary 10/23/96 Erston Barnhart, paintings appraisal 11/ 6/96 Register of Wills, Inheritance Tax 11/ 6/96 Register of Wills, file Inheritance Tax return 11/ 6/96 Register of Wills, Short Certificate 12/ 5/96 The Sentinel, advertise Letters Testamentary 1/15/97 Register of Wills, Short Certificate 2/ 4/97 Register of Wills, file Supplemental Inheritance Tax return 2/ 4/97 Register of Wills, supplemental Inheritance Tax WAnmF,SlliWE 5/20/97 Register of Wills, additional A~~~ Inheritance Tax 53 Weot I'alltrd SIred CuIitIe, l'amlylvoola 17013 -2- $ 204.27 5,070.10 200.00 25.00 1.100.00 $ 6,599.37 $ 104.27 100.00 5,070.10 67.00 25.00 60.00 25.00 1,095.00 15.00 3.00 71.16 3.00 15.00 1,094.78 94.50 WAYNB F. SIlADB AIlonIe7Il~ 53 Well ,...,........ CaIlItIo. Paw)olvlllla 17013 6/ 3/97 Register of wills, reserve for filing account, etc. TOTAL PRINCIPAL DISBURSEMENTS ;100.00 $ 8,042.81 INCOME RECEIPTS 2/ 3/97 Bell Atlantic, dividend 5/ 1/97 Bell Atlantic, dividend 6/ 3/97 Farmers Trust Co., interest TOTAL INCOME RECEIPTS $ 437.76 224.96 344.17 $ 1,006.89 INCOME DISBUltSEMENTS TOTAL INCOME DISBURSEMENTS None None RECAPITULATION PRINCIPAL Receipt Advances for Administration Net loss on conversions Less Disbursements Principal Balance Remaining INCOME Receipts Less Disbursements Income Balance Remaining COMBINED BALANCE REMAINING -3- \ , $33,553.04 6,599.37 (1,721.30) 8.042.81 $30,388.30 $1,006.89 llimg 1.006.89 $31,395.19 I, MARION R. LOlmn, Executor of the Estate of Annabel R. Lower, Deceased, hereby declare. under penalty of perjury that I have fully and faithfully discharged the duties of my office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the Estate have been paid in full; that, to my knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the ~state have been paid. Date: June 10, 1997 1'1~K. ~~ Marion R. Lower WAYNT! F. SHADe A_ilIA., 5JWetll'allfrd_ CarlIsIe,P<mq1v1llla 1701) N (' ~?3 If) " .lfJ r.,' ~ -- ~.,~ ~ - ~ :5 : ..., () ,.'; u l;.' 1'- '1.-tC:: '" 0:: p, .~::J au ... C '0 - ..... .., ... c Q.) c: 0 :: ;). 'Qj CZ).cm-Ero~ E c r. f<.<: C1l CD CD._ ... ca B _~a;CDU..._ OH 'rl CIli5.Elpi!C,g .., ~~ s::: ~"O;!:CIl ~~ ~ 0 ~ c Cc"OC".8 UI ... 10 8'- " H .-! o UI lil ~ " -S >. g'Eil ",,,,I; -S '" p<en 1Il - ._.~..S> ,t:' ~ ~ z~~ S ii: "t::.."' ~i 'lE ~ ltl Q.1!::Jcg...... Olr.l H eu eu j:l -s~ O.!! C 0 u i Q j ~p< ~ .t:: p< lr.l .... (JtjCll-0 "0 ;3 i ~ +.leu en o CD Q.J CJ.~ C co " fI) !c o ~> .-! - 0 fl=-S:iiCll:tS U tJ~~ f<. -4-1 1Il >. l>< .S r;r.; ~ - ,. O~O'rl+.l ~ 'gooO:ijglO .. '" .. ltl z 0 Z f<.Z ~ .-! s::: c~"'~.!~i ~ z 0: Q., i5 O::JE-l ~ CUI-I::J p< C '" i.= .. g "' ~ ~ ~ Q., o.~N 0+.lC1l0 .. ~ HtJ ::J" ~HC1ltJtJ f<.Z ~ 'i:~lO r. C < ~ ~ Cm .c..- "' ~ g; 0\0 f-i H 00 . 0 ~ c '" ~ ~.:; U) Q) C ._ E O! tJ-b en . 4-I'tl H ""'-0 m lr.l~ "0 s::: E-lE-l 1;.a a; 'w t l!l .,,~ tJ-O\ 'tl C1l Z::J -S'~.80"r.~ l!l ~lr.l~~ HCU.t::.-! ~~ ~,g~l!l CIl "lr.l1ll1lO1-I ~ f.- >;:: 0 c '0 ~~C1l::Jeu . Q=~ lii ~.- c.- z~ ~ ci cuo.o E-lE-l fll~liii5~i~lil tll-l~ ~en Z euo f-iH 1; E!!~"'.so~ lii Q., QJ ... 0 '0 U C U .c_.s:._,~C o~<t _O_Cu.tt; . ' . .. . . .. , IN RE: ESTATE OF ANNABEL R. LOWER, Deceased, Late of the Borough of Carlisle : Cumberland County, Pennsylvania: IN 'l'lIE COURT OF COMl10N PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-96-672 STATEMENT OF PROPOSED DISTRIBUTION . The Executor proposes to distribute the entire balance of the Estate for distribution under the provisions of the Last Will and Testament of the decedent, as follows: 1. Jane Lower Majeske, paintings in kind 2. Julia Marie Majeske 3. Audrey Jean Majeske 350.00 15,522.60 15,522.59 I, MARION R. LOWER, Executor of the Estate of Annabel R. Lower. Deceased, hereby declare under penalty of perjury that the foregoing statement of Proposed Distribution is true and correct to the best of my knowledge, information and belief. Date: June 10, 1997 M ~7f.I..~ Marion R. Lower ~",,~'~~~t~r.;'\';:~," .. ':'..l~"'IJJ,_..,..OOO:j\>oI.<f'.'""":,;,, I. ". "\~~''''.:'''A:':tr~''; ;',' , "~'h:~u'.,,,,,' '.". '0 ::\~~it\f~(~'_:',.~ ~'..: .,~. ;' , ."...i-:.-::.,,......:;. :oL _...... ok. ,- :~;?l~::~;:~:. ':', 'f.!' ..-..'h~~i,.:;;..........,_..U L,t.Jllfllr':.~ .;,i;.'.'.,'': ~ ;i.'~""-_ , ........ ..,..-.,........... .,- .._~.- ~-_.~.~,.,..- '. ). : :; . .', '\.~:..'. \ ,.:.. rt- ,....;. .': ".~' '"' " . .., . .'; "'(' . .~ ''Tr'fl'" ~ '..-.'..1. .~..: ,/".-.'-.;.:tV ~..,.....,., ~. .' .... ..~~:. ~'!f~rij~3i';~$;;J':";~~~~:)lIj :'. )li,,, :;t; .~.~ fJ" .,I~ ~ I.... .,' ._, ~ ,:. :' ....".. ..' '~'.:J.:" '" '"_ ., WILL I, Annabel R. Lower'make thi:J my will and revoke all wills and codicils to wills heretofore made by Ine. FIRST: A. I give my Bell Atlantic stock and my personal effects, including but not limited to rings, other jewelry, paintings with the name of "B. Rice" or "Blanche Rice" on the.~, fur coat, and clothing to my daughter, Jane Lower Majeske. If she does not survive me, I give the same to Farmers Trust Company '. of Carlisle, Pennsylvania in trust for the benefit of the children of my daughter, Jane Lower MajeSke as set forth.below. t /. ! i ! I B. If my hUSband, Marion R. Lower, is living 30 days after my death, I give all but the above to Farmers Trust Company of CarliSle, Pennsylvania . in trust, to invest and reinvest the same, to collect the incomet and after paying all expenses incident to the management of the tru~ti to Use and apply as much of the net income and prinCipal as may be nece~s~ry in the sole " discretion of my trustee for the equivalent of an undergraduate collegiate " education of the children (presently consisting of Matthew William Majeske, . Julia Harie Majeske, and Audrey Jean Majeske) born to my daughtert Jane Lower Majeskeo The balance of principal and any accumulation of income remaining in the hands of my trustee shall be paid to my daughter, Jane Lower MajeSke: whenever my trustee, in its. sole discretion, decides such children have had the opportunity to have the equivalent of any undergraduate collegiate education. My trustee may, in the exercise of its sole discretion, continue that trust under the same terms and conditions for one more year. I direct that such payments for edUcation shall be made without the need to consider the ability of such children or their parents to pay for education, and without the intervention of a guardian. The receipt of such person as may be selected by my trustee to disburse such payments shall be a sufficient acquittanceo Neither the principal nor the income bequeathed under this trust or will shall be assigned or anticipated by the beneficiaries named therein, nor shall the same be subject to attachment or exception in the hands' C"Mut.ttt..R ~.~ Annabel Ro Lower ~//,g/f;'7 Date 1. .. \. ' "" ," ,. 1'-, '. . . of my trustee 01' executor. II' my daughter', Jane Lower Najeske, is not living when this trust is tel'minated I give the principal of said trust, accrued or othel'\lise to my grandchil:<lr'en I presently consisting of Matthew William , !'lajesl<e, Julia l'larie 11ajeske I and Audrey Jean f1ajeske. C, If my husband, Narion n, Lower, is not living 30 days after my death 1 givo my ostato us follows! 1. One-half to my da~ghter, Juno Lower 11ajesko, if she is liVing 30 days after my death. . 2, One-half to the trust created in SUb-paragraph B. above. 3, If neither my husband, Marion R. Lower nor my daughtert Jane Lower ~lajeske, is living 30 days after my death I give my entire estate to Farmers Trust Company of Carlisle, Pennsylvania, in trust for the education of my grandchildren under the same terms and conditions as the trust provided for in sub-paragraph B. above. I . . . . SECOND: Some of the powers and duties_of my trustee shall be: , , , 1. Payments by my trustee or its successors for the general welfare or I may be sprinkled by it among them or on education of such beneficiaries their behalf in such proportions, equal or ~nequal, as my trustee shall deem advisable in its absolute discretion. Ny trustee is under no obligation to make equal payments for such beneficiaries. 2. My trustee shall operate said trust as it sees fit in its sole discretion, and shall not be bound by any statutory or other legal restrictions, including but not limited to investments, now or hereafter in effect. It shall not be required to give bond for the faithful performance of its duties in any Jurisdiction. 3. I authorize my trustee to exercise. the fOllowing powers applicable to all items of principal or income to be exercised in its sole discretion until actual distribution of all property: (a) To retain any real and personij1 property which may at any time form part of this trust, including stock of the trustee, without regard to C."~(JM" ;3, ~ Annabel R. Lower 1//3/87 / Date' 2. .: -".-', ~.~, ." ::~'. . . , ',~. .. . . . . ..r..,:~..~(:'.:..-;~, ...c. ,,' ....... . . '. .IIl". Ol~' \~Jt\ .... ,~ . ;:",'J'lI;l;::i~:~i.~ nny pl'inciplc of divcrsificntion, l'isk or productivity. (b) To invcst in n11 forms of propcrty, including stocks, common tl'ust funds nnd mortgngc'oinvcstmcnt funds, without rcstriction to investments nuthorized fOl' Pennsylvnnin fiducinl'ies, 113 they deem proper, without regard to nny principle of diversification, risk or productivity. (c) To invest in any common trust fund maintained by trustee. (d) To keep rensonnble amounts of cnsh in bank uninvested, if ; deemed advisable for the protection of principn1. (e) To purchase investments at premiums; to charge premiums to income or principal or partly to each. (f) To subscribe for or to exercise options for stocks, bonds, or other investments; to join in any plan of lease, mortgaget merger, consolida- tion, reorganization, foreclosures or voting trust and to deposit securities thereunder; and generally to exercise all the rights of security holders OP . . employoes of any corporation. . . . . (g) To register securities in the name of a nominee or in such , . , manner that title shall pass by delivery. (h) To vote securities in person o~ by proxy, and in such connection to delegate discretionary powers. (i) To repair, alter, improve.or lease, for any periOd of timet any real or personal property and to give options Cor leases. (j) To sell at public or private sale, for cash or creditt with or without security, to exchange or to partition'any real or personal property forming part of this trust and to give options for sales or exchanges. . (k) To borrow money from any person, including my trustee and to mortgage or pledge any real or personal property forming pa~t of this trust. (1) To compromise clnimso (m) To add to the principal of this trust any. real or personal property received from any person by deed, will or in any other manner. (n) To make distribution in cash or in kind or partly in each. , C:y//)1~1.. I? ~.t-V Annabel R. Lower f///:J/R7 I Date' 3. : , t.t.....,)I~,ltn. -~ ...~. :","",:~.t.:.. . .~ljr-~:'~. '~/f. :p''''~r''~.~.'''iI!l '~.:::.~;:"" .'Ii~\;:':''''~ ..;l~.' ..i".::"'~"..'.. '~:",: . ..... . .,:_ .f r '- ..... "-i' ~' "Il<\'~'~--~~.t'~:"''ki~ .~. '~.. "r;:,~.l,', .: ';yo "; , : (0) To exercise all power, authoritYt and discretion given hy this instrument after the termination of this trust until the 3ame i3 fully distributed. (p) To modi~y'and renegotiate any Agreements for the 3ale of any busines3 intel'est or for the 3cle of any real or per30nal property forming part of this tru3t or to waive provision3 of any such agreement. (ql To purchase insurance on the life of any beneficiary and to pay premiums or. the same out of income or principal whenever and to 3uch extent a3 my trustee in !t3 sole discretion, deem3 advi3able. (r) To allocate receipt3 and expense3 to principal or income , ' or partly to each as my trustee from time to time think3 proper. (3) To exercise any option, right or privilege granted in in3urance policies or in other investment3. THIRD: I appoint my beloved husband, Marion R. Lowert executor to settle m~ estate. If he fails to qualify or cea3es to a~t~3 such I appoint my beloved daughter, Jane Lower ~ajeske, executrix to 3ettl~my e3tate. If she, in turn, fails to quality, or cease3 to act a3 such, I appoint Farmers ~ Trust Company of Carlisle, Penn3Ylvania, executor to s~ttle my e3tate. 3i'f, /1,' 1987 rzJAM~~ d2. ::t:o.w.n~ / Annabel R. Lower SEAL Signed, sealed, PUblished, and declared by Annabel R. Lower, the within name3 testatrix, a3 her last will in the presence of us, who, in her presence and the presence of each other, have hereunto set Our 3ignatures a3 SUbscribing witnesses thereto. YduIzzt~91!dtl!k It. .i.tt ..~vLte': .. " -4- . . ,. .'!....':...~. " .~... ;. ....t .;:.t:. :....:...;-i... : ;....' '.;. .'t. ..,'. ,,\.~... _1;"..,,\ ..... _.. "",~ ...... -.: .:\~.;~ ....,. ." .:'-..:';; ..I.' .... ,..' . .,:i,., ',,"'. ..,....."(..~:.;-A1.~;....t,. \;.~.~:d.,~..,J~ .. ., .".,.-......~.. .. "4-.':ti1 !j~ ~~ ~ o-l~ ES .... Poen . en - . ~ Z iii l!l ~ m ~ z 0 Olil~ GJ Z ~Po.en ..c: . iii ~ rn ~ .~ -I-IGJ Po !c ~ ~ o .':> r-l - 0 1:1) U~~ I<< -lI-l Ul >> l:l II< ti :E ! '1=1 OP:Oo..!-I-I ~ ~ ~ f'<~ . !3l r-l I:: 00' tl N ~ GJ~::l 0 ~ ~ 5 0-1-1<110 ~ tlu ::J" <Co-l<1lUU<1I ~ < ~ !9 0\0 ~ o-l or! Z ::Jr:l U I en . lI-l'tl I:: 0 '" !:! o~ \0 1iIP: -01::<11 H U - 0\ 'tl <11> ~ u . en I o-lGJ..c:r-lr-l H ~1iI "~ c;: "IiIUlOl)~>> ~ l:l <1I::lGJUl iii z~~o GJO,.QI:: Po C)~~I:: Z GJO GJ . .. ... : JAN 2 2 1998 be:> o . ~ . .\ \ IN RE: ESTATE OF ANNABEL R. LOWER, Deceased, Late of the Borough of carlisle : cumberland county, pennsylvania: IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-96-672 AND NOW, "<1~DEROF~ this ~ day of , 199B, upon consideration of the within petition and upon motion of Wayne F. Shade, Esquire, attorney for petitioner, it is ordered that administration of the above-captioned Estate be reopened for the purpose of issuance of a Short certificate of Letters Testamentary, liquidation of the 304 shares of common stock of Bell Atlantic corporation, payment of the pennsylvania Inheritance Taxes thereon and distribution of the net proceeds thereof in equal shares to the two residuary legatees of the decedent after payment of all expenses incident to the reopening of the Estate and the liquidation of the stock. / I 1/ W^YNIl F. SH^DI! A~ at Law oS3 Wul Pomfrct 5trcc' C.rtille, PtruuYlvania 170n J. IN RE: ESTATE OF ANNABEL R. LOWER, Deceased, Late of the Borough of Carlisle cumberland county, Pennsylvania: IN TilE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-96-672 PETITION TO REOPEN ESTATE TO THE HONORABLE, THE JUDGES OF SAID COURT: The petition of Marion R. Lower, Esquire, by his attorney, Wayne F. Shade, Esquire, respectfully represents, as follows: 1. petitioner MARION R. LOWER, ESQUIRE, is an adult individual who resides at 231 Glendale street, Carlisle, Cumberland county, Pennsylvania 17013. 2. petitioner is the widower of the decedent, Annabel R. Lower. 3. Mrs. Lower died testate on August 14, 1996. 4 . On August 27, 1996, Letters Testamentary on the Estate of the decedent were issued to petitioner. 5. On August 26, 1997, petitioner's First and Final Account was confirmed, and distribution was decreed in accordance with the statement of proposed Distribution. 6. After confirmation of the First and Final Account, Petitioner discovered 304 more shares of common stock of Bell W^YNIl F. SH^DIl ^~d~W Atlantic corporation in the name of the decedent. Sl Wed Pomfm SII<<I Carlisle. Pmauytvaoia 170n RIIV.Il00.IIX+ (/.94) CllMMONWI!AI.TH 01' PI!NNSYI.\'^NlA bHPARTMllHT UJl RIIVI!NlIn UlU'T. 210601 IlARRLIHIIRO,I'^ 11I1M."""1 5-/22-V .- I - IUR "^n;~ IW m~m ,u1l:JlIlf.llltl cm:c... m:JlF. I-- INHERITANCE TAX RETURN II' ^ SI'llIS^"IUVI:JllY CRWITlS CIAIMW RESIDENT DECEDENT FILE NUMBER (TO BE FILED IN DUPLICATE 21 WITH REGISTER OF WILLS) COUNTY CODE )Mllml.!INII .J SOCIAl. SBl'lIMITY NlJMIIHH. 204-2B-1716 IJAll! (JIIIII!A'IIJ B/14/1996 96 YEAR UA"U! ul/ IlUfI U 1/4/1911 J :t'!! J :.N1's (lit.{ 'J.! itA )lIIU:.\,,, 231 Glendale street Carlisle, PA 17013 nlllNW Cumberland (lP ^PI'I.Il'^IJI.II'SIIRVIVINU Slu SII's N^MIl (lAST, l'IR.<1' ^NII MlUlIl.lIlNnlAJ.1 SUClAl. SI'l'IIRllY NIIMIll'R ^MUIINI' RJ!CmVII/J ISI~! INSIRI1L71uNSI l.owtr, Marbl R. 167.U.1214 K. I. O...mJ Mttum _ 2. SurPlnnrnlaJ Nttum ".I.imiltd r.atate _ ....IJutul't lnltrnt l"omprunilt' ((or datt, 0( dt~th .~r 12.12.111) _ 7. I><<rdrnl P.{"intaintd .I.ivin,a Tnllt (Atlkh . e<IfIY o( T"'II) 6. I><<tdml; Uitd TUble (AtLkb copy 0( Will) ALL CORRESPONDENCE AND CONFIDENTIAL TAX IN N^MP. Wayne F. Shade, Esquire J. Rmullllkr Hrtum (fur dalt. oIlk.th prior 10 12.13.112) 5. I1rdcull!.at&te T.. Rrtum Rrquirtd _ R. TolIl Numhrr of Safr Ikpotil nOlu ORMATION SHOULD BE DIRECTED COMrl.l!TI! ~II.1Nn ^IJIJRJ". 53 West Pomfret Street Carlisle, Pennsylvania TUlllPHONll NUMUllR (717) 243-0220 I. RuI p...." (SobcduJc ^) 2. S'''eb Illd Doado (SobcduJc 81 l, CIot<Iy Held SIoc1IPI""'nhip In"..... ISd,,~uk C) 4. Mort.cq:u tnd Noce. Rrccivable (Schedule Il) . 5. Cub, OW DtpoaiLl a. MiKd1anrou.. Prnonal rUlflt'rty (Scbrdulc H) 6. loinlly llwn<d I'nJrcny lSobeduk P) 7. Tram(rn (Schedule 0) (Scbrdule l) t. TCUl Oro.. Aum (1olaJ linr. 1.7). 9. PlUltrall!J.pmtc.., Administrative COlLI, MitcrUantoo. l!J.rnuca (Schrdulc m 10. Debta, Mort.c.,e LiJbllit.iet, Liens (Scbrdule I) II. TolII Dcduc..... l1WI_ 9 4 Ill) 12. N<t VaJuo: of P.all" (I'" B miD.. Me II) . Il. Cbarilabk Illd <kwemmmllllkque", ("'bedu" n 14. Net VaJueSubjcctloTu: Oine 12 minus line 13). ( 1) ( 2) ( 3) ( 4) ( 5) ( 6) ( 7) ( 9) (10) u. SpouIaI Tramren (ror wlel 0( death t&r 6-J{).CJ4) Sre lnatnactiooJ (or ^pplk.ble Ptf'tClll'le on Rocne Side. (tncfude nlur. from Scbtdule K or Schrdule M.) 16. Amount 0( liDe 14 tanble .t6~ nlt. (lncfude vaJuet from Schedule K or Scheduk M) J7.Amounlo1liDe 14 tanbleal15" ralt. (1nrtude nluet from Schedule K or Schrdulc "0 IB.I'rinc;p.J ....oluc(MI....rrom I.., U,I61lld 17) . 19. CrediLI Spouaal Poverty Credil Prior r.ymrnlJ UiKounl (15) (16) (17) lnlcrt'11 + + 51.6-1 20. If lioe 191alretlcr than lint 18, mter the difTermce ",line 20. Thit it thr OVf:RrA \'Mt:'''iT . A, _ Cbuk btrt ltyou art rrqunllq a rTfulld of)'uur OVtrp.)'mral 21. (flint 18 it lretter lhan line 19, talcr the dirrermce ",lint 21. Thit it the TAX IJUI-:. A. '!nler the inlcrt'tl on lhe b.lJoce due ",line 21A . 8. !!nter the Iotal 0( lint 21 tnd 21A on line 2111. Thit it the "AI.A.~Ct: IJlIl-: M.b Chrrd.. h)'.hle 101 RrcL.lrr of Wills. Alent TO. 17013 14.941.76 13 . 500.00 ( B) 9.231.06 (11) (12) (13) (14) I. . - 19.210.70 I .n\ .. I.U .. (18) (19) (20) (21) (21A) (21B) 2B.441.76 9.231.06 19.210.70 19.210.70 1.152.64 57.64 1.095.00 0672 NUMBER BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH Uook, pcaalticl of",~ury,1 <k<~re .....'1 ba" caamin<d thil "",m, ""ud"" ",,,ml""''''' "h,~u"'Il\~ ."'m"".., and '0 th, h",,~ "" k""..""", Il\~ "'h,r. i';, ""', ''''''''and eomplclC. I <k<~re ....., IU real ,"''' bal bcm I\'f'<XICd "' "'" ma,j,rt "Iut. J"'~"ti,,, 01 r''l'"rr othrr than th, ""~",I ''l''''''''"'i" i. h..rd "" IU io'"nlllti", "r ..hkh r"r"'" h.. --Icdce. I.I! 1'0 1'II.INn RI!TURN ~ AUllRI!.'iS 2.11 Olmdtk SIIttt, t"arlillc, I'A 17(11.1 ^IJIJRr,l.' .U Well )\w(rtI Slrrtl. Clflitk. IIA 17013 UATH //- 6 - '10 I,^TllII_ 6 - '16 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE SPACES. YES NO 1. Did decedent make a transfer and. a. retain the use or income of the property transferred, b. retain the right to designate who shall use the property transferred or its income, x x c. retain a reversionary interest, or. x d. receive the promise for life of either payments, benefits or care? 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? X X 3. Did decedent own an 'in trust for' bank account at his or her death? X IF THE ANSWER TO ANY OF TIlE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCllEDULE G AND FILE IT AS PART OF TIlE RETURN. I,r-, 'v ... . ;' Rnv,u~ IIX+ (4-16) COMMONWl!A1. TH 01' PI!NN5YI. V ^NlA INHP.Rrr^Nt11 T^X RlmJRN RI!.'UUI!NT Ultc1UU!HT SCHEDULE B STOCKS AND BONDS ESTATE or FILE NUMBER 21-96-0672 Annabel R. Lower IAU rmwrtY toinUY owntd With N~bl of SUn-ivontun nlUlt be dllCloItd m &hC'dulr ~I'.l VALUE AT DATE OF DEATH ITEM NUHBER DESCRIPTION 1. 12,2B6.3B 2,655.3B stoc 2. 73 shares of common stock of Lucent Technologies, Inc. TOTAL IA BO enter on on) 14,941. 7 more IpKt 'I art a\1t'11. ItKlRI' lJ ....ue .11.t RIlV,U1q IlX + (1017) COMMONWl!AI.TH 01' PI!NNSYI.V^NlA INlIllRrr^NCII T^X RlmJRN ItRSIUlNr UltclU)llHT SCHEDULE G TRANSFERS ESTATB OF FILE NUMBER 21-96-0672 Annabel R. Lower DECO. DOLLAR VALUE OF ITEM DESCRIPTION OF PROPERTY EXCLUSION TOTAL VALUE \ OF DBCEDENT'S NUMBER 1Dc1udc D&mC 01 the lluu(rrtt, OF ASSET INT. INTEREST thtir rdatKmhJp 10 d<<rdmt. dalt of lnn.tu. 1. Cash in the amount of $3,000.0 6,750.00 $9,750 to James A. Majeske, son-in-law 2. Cash in the amount of $3,000.0 6,750.00 $9,750 to Jane A. Majeske, daughter TOTAL (AlBO enter on ane 7, Recapitulat'On) 13,500.00 (umort IJ*'C II nrNN UlKn alWlUOMlantttJ or "1I~ I.UJ RllV,UII.IlX+ (7.11) COMMONWIl.\I.T1t OP PIINNSYI.V^NlA 1N1II1R1T^Nt11 T^X RlmJRN IUt.'illll!HT 1)1!CIUJI!HT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES ESTATE OF Annabel R. Lower DESCRIPTION runera Expen.e.. 1. HOffman-Roth Funeral Home, Inc., funeral expenses 2. Deer Lodge, funeral dinner 3. Rev. Wanda Veldman B. Adaini.trative eo.t.. 1. Personal Representative Conunissions - WAIVED Social Security Number of Personal Represeotative: Year Commissions paid 4. C. 1. 2. 3. 4. 5. 6. 2. Attorney Fees 3. Family Exemption Claimant. Marion R. Lower Relationship: Husban Address of Claimant at decedent's death Street Address: 231 Glendale Street City: Carlisle State: PA Zip Code: 17013 Probate Fees Mi.cellaneou. Expen.e.: Evans Jewelers, appraisal Erston Barnhart, appraisal of paintings Cumberland Law Journal, advertise Letters Testamentary The Sentinel, advertise Letters Testamentary Register of Wills, filing Inheritance Tax return Register of Wills, reserve for filing Account, etc. TOTAL (Also enter on line 9, Recapitulation) (II more 'pace I' nmkd uuert IddlllOnallh<<lI 01 umc IIU) FILE NUMBER 21-96-0672 AMOUNT 5,070.10 104.27 100.00 3,500.00 67.00 25.00 25.00 60.00 64.69 15.00 200.00 9,231. 06 RnV,UI~ 11X+ (2-17) COMMONWI!ALTI10P l'IlNNSYI.V^NlA INHllRrr^NCU T^X RlmlRN RI!.!UUllHT U1lCIU)J!HT SCHEDULE J BENEFICIARIES ESTATE OF Annabel R. Lower FILE NUMBER 21-96-0672 TEM NUMBE NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP o NT OR SHARE OF ESTATE 1. 2. 3. 4. A. Taxa e Bequeste. Jane Lower Majeske 2B72 Clearbrook Drive Marietta, GA 300GB Julia Marie Majeske 2B72 Clearbrook Drive Marietta, GA 300GB Audrey Jean Majeske 2B72 Clearbrook Drive Marietta, GA 300GB Matthew w. Majeske 124 Cox street, Apt. 32 Auburn, AL 36830 Daughter Granddaughte Granddaughte Grandson AMOUNT OR SHARE OF ESTATE ITEM NUMBE NAME AND ADDRESS OF BENEFICIARY Bequests: B. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (^lJom..,00 I... Il. Ro:'rilulJliu.) more Ira<< II IRIC'I1 IlJlnI IAmeIJU) " ". . "'''.' - ,- .-........ ',," :- -'" ~ ',\, " '\. ''''1' - '. .~"~., , , '.. ;' ',.. p, ....., .~;;. :,---~ ~"'., .., .,.. . ' -or.f. .~ U. l ;..'1: ." WILL I, Annabel R. Lower'make this my will and revoke all wills and codicils to wills heretofore made by me. FIRST: A. I give my Bell Atlantic stock and my personal effects, including but not limited to rings, other jewelry, paintings with the name of "B. Rice" or "Blanche Rice" on them, fur coat, and Clothing to my daughter, Jane Lower Majeske. If she does not survive me, I give the same to Farmers Trust Company of Carlisle, Pennsylvania in trust for the benefit of the children of my daughter, Jane Lower Majeske as set forth..below. B. If my husband, Marion R. Lower, is living 30 days after my death, I give all but the above to Farmers Trust.Company of Carlisle, Pennsylvania in trust, to invest and reinvest the same, to collect the income, and after paying all expenses incident to the management of the trust, to use and apply as much of the net income and prinCipal as may be necess~ry in the sole , discretion of my trustee for the equivalent of an undergraduate collegiate , , education of the children (presently consisting of Matthew William Majeske, Julla Marie Majeske, and Audrey Jean Majeske) born to my daughter, Jane Lower Majeske. The balance of prinCipal and any accumulation of income remaining in the hands of my trustee shall be paid to my daughter, Jane Lower MajeSke, whenever my trustee, in its, sole discretion, decides such children have had the opportunity to have the equivalent of any undergraduate collegiate education. My trustee may, in the exercise of its sole discretion, continue that trust under the same terms and conditions for one more year. I direct that such payments for education shall be made without the need to consider the ability of such children or their parents to pay for education, and without the intervention of a guardian. The receipt of such person as may be selected by my trustee to disburse such payments shall be a sufficient acquittance. Neither the prinCipal nor the income bequeathed under this trust or will shall be assigned or antiCipated by the beneficiaries named therein, nor shall the same be subject to attachment or exception in the hands '. r;"Mutl~t ,f? ~,~ Annabel R. Lower ((jIg /("7 Date 1. . . '" of my tr'ustee or' executor. If my daughter, Jane Lower Majeske, is not living when this trust is terminated I give the principal of said trust, accrued or othel'wise to my grandchil<lren, presently consisting of Matthew William Majeske, Julia Marie Majeske, and Audrey Jean Majeske. C. If my husband, Marion R. Lower, is not living 30 days after my death I give my estate as follows: 1. One-half to my daughter, Jane Lower Majeske, if she is living 30 days after my death. . 2. One-half to the trust created in sub-paragraph B. above. 3. If neither my husband, Marion R. Lower nor my daughter, Jane Lower Majeske, is living 30 days after my death I give my entire estate to Farmers Trust Company of Carlisle, Pennsylvania, in trust for the education of my . grandchildren under the same terms and conditions as the trust provided for in SUb-paragraph B. above. I . . SECOND: Some of the powers and duties.of my trustee shall be: 1. Payments by my trustee or its successors for the general welfare or education of such beneficiaries may be sprinkled/by it among them or on , their behalf in such proportions, equal or ~nequal, as my trustee shall deem advisable in its absolute discretion. My trustee is under no Obligation to make equal payments for such beneficiaries. 2. My trustee shall operate said trust as it sees fit in its sole discretion, and shall not be bound by any statutory or other legal restrictions, including but not limited to investments, now or hereafter in effect. It shall not be required to give bond for the faithful performance of its duties in any Jurisdiction. 3. I authorize my trustee to exercise the following powers applicable to all items of principal or income to be exercised in its sole discretion until actual distribution of all property: (a) To retain any real and personal property which may at any time form part of this trust, including stock of the trustee, without regard to (?l'44(j,k/~ 12, ~ Annabel R. Lower 9//3/87 / Date" . 2. . ~ :t'l.:.... .,.~ ':f'-' "i .~..;. .; ;:-$' !'f":",~.r..." t:' t" '.;f~l:..~ ", ~ c,. , . -:-. '.. 'l'Il'~"" I ' \, In, 'to .' .... . .,;, ..lII\;"-',....".,. ~I '..I-:1W'l"~O:'~}J . " 4 \. any pl'inciple of diversiCication, risk or pl'oductivity. (b) To invest in all forms of pr'operty, including stocks, conunon trust funds and mortgage,.investment funds, without restriction to investments authorized for Pennsylvania Ciduc1aries, as they deem proper, without regard to any principle of diversification, risk or productivity. Icl To invest in any conunon trust fund maintained by trustee. (dl To keep reasonable amounts of cash in bank uninvested, if deemed advisable for the protection of principal. '. (e) To purchase investments at premiums; to charge premiums to income or principal or partly to each. If) To subscribe for or to exercise options for stocks, bonds, or other investments; to join in any plan of lease, mortgage, merger, consolida- tion, reorganization, foreclosures or voting trust and to deposit securities thereunder; and generally to exercise all the rights of security holders or employees of any corporation. . , . . (gl To register securities in 'the name of a nominee or in such manner that title shall pass by delivery. (h) To vote securities in person or by proxy, and in such connection to delegate discretionary powers. IiI To repair, alter, improve'or lease, for any period of time, any real or personal property and to give options for leases. Ijl To sell at public or private sale, for cash or credit, with or without security, to exchange or to partition any real or personal property forming part of this trust and to give options for sales or exchanges. Ik) To borrow money from any person, including my trustee and to mortgage or pledge any real or personal property forming part of this trust. (1) To compromise claims. 1m) To add to the principal of this trust any real or personal property received from any person by deed, will or in any other manner. Inl To make distribution in cash or in kind or partly in each. (;Y//Y'~I.I? ~.0-U Annabel R. Lower f/!13/g7 I Date' 3. . ''&' .'....!m. ....... .t. '.. ~.~ .~~7,~ ',~..A~."...~...,.. '~,'....,',.~, .. V 'i. ,',' "}"f~.~" . ':... ..... . . .,t/IA.,.~i,..':' ..~ ,"': " . (0) To exercise all power, authority, and discretion given by this instrument after the termination of this trust until the same 1:1 fully distributed. (p) To modif.y and renegotiate any Agreements for the sale of any business interest or for the sale of any real or personal property forming part of this trust or to waive provisions of any such agreement. (q) To purchase insurance on the life of any beneficiary and to pay premiums on the same out of income or principal whenever and to such extent as my trustee in its sole discretion, deems advisable. (r) To allocate receipts and expenses to principal or income or partly to each as my trustee from time to time thinks proper. (s) To exercise any option, right or priVilege granted in insurance poliCies or in other investments. THIRD: I appoint my beloved husband, Marion R. Lower, executor to settle my estate. If he fails to qualify.or ceases to a~t~s such I appoint my beloved daughter, Jane Lower Majeske, executrix to settl~ my estate. If she, in turn, fails to quality, or ceases to act as such, I appoint Farmers I Trust Company of Carlisle, Pennsylvania, executor to settle my estate. .sy,i:. /1) aJJA~~ d2, ~J Annabel R. Lower SEAL 19B7 Signed, sealed, publiShed, and declared by Annabel R. Lower, the within names testatrix, as her last will in the presence of us, who, in her presence and the presence of each other, have hereunto set our signatures as subscribing witnesses thereto. y~itt{~~9111e1li{, It.;'lt!*de-' .. -4- . ~"'.,.,'~-_. p."'. ,~..ti;;-.. ~': 'l:~ '. i!~___~:. _~l.'.:.~ '," l :,~- .' .'-' .1''t. 1.;'.~ ~-;-,.- - -~ .~. .... . RIl\o',I~1J It:< + (7.94) C.'OMMON\l!'I!AI.TIIUI'I'I'.NNS\'I.VANIA UHI'ARTMI!NT nl' MI!VENlIl! UEI'r.lIUIl'lCII IlAMkISlIlIMO,I'^ 1712UIl'lCII INHERIT~NCE T~X RETURN RESIDENT DECEDENT (TO DE FILED IN DUPLIC~TE WITH REGISTER OF WILLS) J~J-11.2 _t I"'" M'I1~"1f' 111:-\'111 M'IUIIl1.1I,.1 cm:CK mlll: II-" ^ SI,II'S,\I,I'J\,UH\' nUJUTIS CIAIMI:U FILE UUMUEII 21 COUlITY CODE 96 YEIIII 0672 UUMBER IJU'hUU<4I'sNAJ.Ut (I.ASI, HKSI' ANU MIIIIII.E INIIIAI) Lower, Annabel M. 1111'1.111111 1':"II'lIto1l'1 U E AIJlIIH~\.' 231 Glendale street Carlisle, PA 17013 sc.K'IAI.S1~'lIM.nY NlIMIIEk 204-2B-1716 IJAII!tW 111'.1\111 B / 14 / 1996 II^II,ul'IIIICIII 1/4/1911 "III1NII' Cumberland (II' AI'I'UCAlIl.m SlIKVIVINU SI'lHJSU'S NAMB (I.I\Sl, lilts!" MW MIUIII,!: INIIIALI :"lIlt 'IAI. sU'IJlHI r NIIMlIl.lt AM4J11NI KU'HVLU (SLI: INSlltlllOllllNSI l.uwu, J.bfi....n R. Ih7.11(.111.1 _ .Ufl,1RI C'tum ,SUl'l'klllwul C'IUlll l(em.JUIJrr dum tlur ,Ltlu tI' death rrillf hI 12.1.1.1(2) 5. rC'J"III~utC' Tn Relullt Retluircd M. Tul.Il Number u, Safe Ucp:Kil HOlC" 6. lkcNmt Ok'd Te.talt' (Atwh cory 0( WiU) 4a,l~ululc 1"lnul ('UIllI'IUllli~ - Hu' iU1Cl 0' dealh aller 12.12.1(21 _ 1. Ik..:C'JC'nt tobinuLneJ .I.i\ill~ Tm\1 (Alulh a "1(1)' II'Tnn!) 4. limilC'dl!.atAlt ALL CORRESPONDENCE AND CONFIDENTIAL TAX IN N^~m Wayne F. Shade, Esquire ORMATION SHOULD BE DIRECTED TO: cotoll'I.m-I~ MAtI.lNO AUUItF..'\.... 53 West Pomfret street Carlisle, Pennsylvania 17013 T1:.LllI'UONll NUMUIlK (717) 243-0220 I. Reall!atalt (Scbrduk A) 2. Sla:u and Dootl. (Schedulc 0) 3. doKly HeltS Sla:kll'artnnahip lnterul (Sdledltlc C) 4. MOf1&lIu and NcuI Rttcivabk (Schedule IJI . S. Cub, Dank Ikrotita a. MilCcllaneoul rC'flOOll PH'{IC'I1Y (~hC'dulC' HI 6. Jointly Own<.! Propcny (Scbc.J,k I~ 7. Trantrrn (Scbedule 0) (Schedule l) S. TdaI 0'011 A.KtJ (total1inc1 1.7) . 9, Funeral t!2rrnscl, Adrnini.trltive COSlJ, MiKrllmC'OUS fl.J.rcntu (SchetJuk II) 10. Ikbta, Mor1Il&e Lilbilitiu, I.itn.a (Scheduk II II. T<Ullkductiml (total tinu9 a. 10) 12. NcI Value of l!stAlt Oine 8 fIIinu. line II) . Il, CharitAble and Oo'Vemmmtll Ikquesta (SchC'dulc J) 14. Nc1 Value Subject to Tn (line 12 fIIinUI lint 13) . ( 1) , ,. ., ( 2) 33.203.04 , ( 3) .; ( 4) ( 5) ~, 1 ( 6) ( 7) 13 . 500.00 46 .-'7(j3 .04 ( B) ( 9) 9.246.06 .. (10) (11) 9.246.06 (12) 37.456.9B (13) (14) 37.456.9B Ij. S{loUtaI Tranalen (for tlllel of death Ifur b..ll}.W) See InsIl\JCLionl fot Arrlicablc I'crccnll&C on R('\Ieue Side. (tocludc valuel fran SchWulc K or SchC'dulc M.) 16. Amount of lint 14 tanble .1611 Att. (Include vllue. frunt Scht"tJult K or &hC'tJult" M) 11. Amount of Iinc 14 tAnble IllS'.' ratC'. (tnc1Ut1c valuc. from So.;hrduk K Of So:heJult ton 18. I'rincipal tal due (Add tAl. rrUllllint IS, 16 and 17) . 19, Cmlita S('O'IIII PO'terty Cmlit I'rior 111)'IllC'nu. IJLKtJUnl (15) (16) "- 3 7 . 4 5 6 . 9 B ..111\ = 2.247.42 (17) I.U = InlC'H'~1 (lB) (19) (20) 1.152.64 + l,rns.lXJ + !i1.M 20. If line 19 i'lreater than lint 18. enter the dirrnt"nce on line 20. l'hi, it IhC' ()\'EIU'AY~n:'''iT. A. _ Cbtck here It YIIU arc mlur.\dlll: a nrumlur)uur tl\UllIl)'llIC'111 21. If line IR it 1rt.llC'r thin line 19, enter the dirrC'Knce on line 21. This is lht" TAX lie.:. A. UntC'r lht intC'It.1 on the hatan" due tin linr 21A . n, IlzltC'r the loul 0' line 21 anJ 11A on line 2111. 11lit is die IIAI.A."iCI.: Ill'.: MaLe Cb<<k I'ayable till R~l\lrr clr \\ill1, Al:enl (21) (21A) (21B) 1.094.7B BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH Untkr pcnallkl ofrcrjury.1 dC'dlrt thai) have ulmined this (elurn. induJul~ .,wmr.mlinj: MhC'duk, Mid lul(mrnb. :mJ III thr 1K'\1 "I IU) Ln'l\lok.lj:C' all.1 kliC'f, it ilwC'. (lIntel anti cornrklt. ) deel.art thal.1I r'C'lr elute bu rC'rol d It IfUr 1l13ILel ulur. Ik,!.\nli.", 0' rrq';llef ulhr, 111311 thr f'\'r\o.'lI.JI rt'l'lr\rnl.JIiH i, h;l\('J IICIIIII inr.II1l13li.", ,II ",hi.h rfC'JIarCI hi. ony know ^lJmm~S 2.11 mmJ31r SlIrel. C'llrli\lr. 1'/\ l7u1.1 .)1-'1-11 IJ/\TH .2~lf-17 AUURI:.'iS ~_, We\II",'mfrrt SlrC'el, C'llrh,lr, I'A l7ul.1 IJA1H RIIV,lSIOIIX+ (1-17) L"OIdMONWI!A\.TII 01' l'I!NNSYI,V^NlA 1NIIIIIUT^NCII T^X RlrTURN RB:UUI!NT UI!.CIUJl!NT SCHEDULE G TRANSFERS ESTATE or Fl LE !lUMBER 21-96-0672 . , DECO. DOLLAR VALUE OF ITEM DESCRIPTION OF PROPERTY EXCLUSIOII TOTAL VALUE \ OF DECEDENT'S NUMBER Include name ollhe uan.rcrte, OF ASSET lilT. INTEREST Ibtit Rlalioruhip to dcctdrnt. dalt of lunafu. 1. Cash in the amount of $3,000.0 6,750.00 $9,750 to James A. Majeske, son-in-law 2. Cash in the amount of $3,ooo.ob 6,750.00 $9,750 to Jane A. Majeske, daughter TOTAL (Also enter on 11ne 7, Recapitulat on) 13,500.00 (II nwrc l1"kC II ntt~td UlKll Id..hh..n11 'ht~ts 01 U11lC' 1.,1:1 Annabel R. Lower "'~f"""I'I;..."'r'I""'''' . .,'. l.!:.': /'J, '. .... .....~. ... " ~ . . ......':'t.;~;,..._ , ....." ~.' .,. -", ... .... . .:.\~~.~. , .~:......, -..... .", --.,' -.- '--..- .--_. r --, ,- " \. \ " . ~~. ." ~. ~ . " '- ...,.." ~' ...~ .~' r';~;' ~,' " . ., . .\.,'.... '.~ ',0:' .' ~;, . ~, . ,~,. ".' , \.",Ii'. ~". *' ~ . "..A~..~.. w WILL , I, Annabel R. Lower'make thi. my will and ravoka all will. and codicil. to will. heretofora moda by ma. FIRST. A. I give my Bell Atlantic .tock and my par.onal effect., including but not l1mitad to ring., other jewelry, painting. with the noma of "B. Rice" or "Blanche Ricell on the.~1 Cur cont, and clothing to my daughter, Jane Lower Maja.ke. If .he doe. not .urvive ma, I giva tha .ama to Farmar. Tru.t Company " of Carll.le, Penn.ylvania in tru.t for the benefit of tha children of my daughtar, Jane Lowar Maja.ka a. .et forth.balow. B. If my hu.band, Marion R. Lower, i. living 30 day. after my death, I give all but the above to Farmar. Tru.t.Company of Carli.le, Penn.ylvania in tru.t, to lnve.t and reinve.t tha .ame, to collect tha incoma, and after paying all expen.e. incident to tha management of the tru,ti to U.e and apply a. much of the net income and prinCipal a. may be nece~.~ry in the .ole , di.cretion of my tru.tea for the equivalent of an undergraduate collegiate \ education of the children (pre.antly con.~.ting of Matthaw William Majeske, JulIa Marie Maje.ke, and Audrey Jean Majeske) born to my daughter, Jane Lower Maje.ke. The balance of prinCipal and any accumulation of income remaining in the hand. of my tru.tee shall be paid to my daUghter, Jane Lower Maje.ke; whenever my tru.tee, in it~ .ole di.cretion, decide. .uch children have had the opportunity to have the equivalent of any undergraduate Collegiate education. My tru.tee may, in the exerci.e of it. .ole di.cretion, continue that tru.t under the .ame term. and condition. for one more Year. I direct that .uch payment. for education .hall be made without the need to con.ider the ability of .uch childran or their parent. to pay for education, and without tha intervention of a guardian. Tha racaipt of .uch per.on a. may be .elected by my tru.tee to di.bur.e .uch payments .hall be a .ufficient acquittance. Neither the principal nor tho income bequeathed under this tru.t or will .hall be a..igned or anticipated by the benefiCiaries named therein, nor shall the ..me be ,ubject to attachment or exception in the hand. r:'~""A.t..tI1? ~-<..~ Annabel R. Lower ~/13/"7 Date 1. or my tru.teo or exocutor. Ir my daughtar, Jane Lower MaJe.ko, i. not living when thi. tru.t i. terminatod I givo tho principal of .aid tru.t, accruod or otherwi.e to my grandChildren, pre.ently con.i.ting of Matthow William Majeske, Julia Marie Majeske, and Audrey Jean Majeske. C. If my husband, Marion R. Lowor, is not liVing 30 days after my death I g1ve my e.tate as fOllow.. 1. Ono-halr to my da~ghter, Jane Lower MaJo'ke, if .he i. living 30 day. after my death. 2. One-half to the tru.t created in .ub-paragraph D. above. 3. If neither my hu.band, Marion R. Lower nor my daughter, Jane Lower MaJe'ke, i. living 30 day. after my death I give my entire e.tate to Farmer. Tru.t Company of Carli.le, Penn'Ylvan1a, in trust for the education of my grandchildren under the same term. and conditions as the trust provided for in sub-paragraph B. above. I SECOND, Some of the powers and duties.of my trustee shall bal , . , 1. Payment. by my trustee or it. succe.sor. for the general welfare or education of .uch beneficieries may be sprinkle.rby it among them or on their behalf in .uch proportion., equal or ~nequal, a. my tru.tee shall deem advi.able in it. ab.olute di.cretion. My tru.tee is under no obligation to make equal payments for .uch beneficiaries. 2. My tru.tee .hall operate .aid tru.t as 1t see. fit 1n its sola d1.cret10n, and shall not be bound by any .tatutory or other legal restr1ct10ns, inclUding but not lim1ted to investments, now or hereafter 1n effect. It shall not be required to g1ve bond for the fa1thrul performance of it. dut1es 1n any Jur1.d1ction. 3. I authori.o my tru.tee to exercise, the fallowing powers applicable to all item. of principal or income to be exorc1sed in it. ,ole di.cretion until actual distribution of all proporty. (a) To reta1n any real and personal property wh1ch may at any time form part of this trust, inclu'ding .tock of'the trustee, without regard to {}.,AA~/d 12. ~ Annabel R. Lower 9//3/97 .I Date' 2. ~ . .. .' '""':': .....I:I'.~.. I ." 01, .'" . i' ,. ..~/-. .~i'~_"'~" . -H;. any prlnclple of dlver.lflcatlon, riak or productlvity. Ibl To lnve.t in all form. of ~roperty, includ1ng .tock., common tru.t funds and mortgage,investment fund., w1thout re.tr1ction to inve.tment. authori:ed for Penn.ylvan1a fiduc1arie., as they deem proper, without regard to any pr1nc1ple of diver.ificat10n, r1.k or productivity. Icl To inve.t in any common tru.t fund maintained by trustea. (d) To keep reasonable amounts of cash 1n bank uninvested. it deemed advisable for the protaction of principal. leI To purcha.e investment. et premiums; to charge prem1ums to income or principal or partly to each. '. (fl To subscribe for or to exercise options for .tacks, bonds, or other investments I to join 1n any plan of lease, mortgage, merger, consolida- tion, reorganization, foreclosures or voting trust and to deposit securities thereunder I and generally to exercise all t~e right. of security holders o~ employGes of any corporation. . . . . Ig) To register securities in the name of a nominee or in .uch manner that title shall pass by delivery. ' (hI To vote .ecurities in person o~ by proxy, and in .uch connection . , . to delegate discretionary power.. (il To rapair, alter, improve'or lea.e, for any period of time, any real or per.onal property and to give options f~r leases. (jl To .ell at public or private sale, for cash or credit, with or without security, to exchange or to partition any real or par.onal property forming part of this trust and to g1ve options for sales or exchange.. Ikl To borrow money from any person, including my trustae and to mortgage or pledge eny real or personal property forming part of this trust. III To compromise claims. (m) To add to the principal of thi. trust any real or peraonal property received from any person by deed, will or in any other manner. (n) To make distribution in cash or in kind or partly in each. t:>V>'~i~f~ I? ~V Annabe R. Lower f/l/:1/g7 I Date" 3. " :o:t,r..A....W..~t".;..... ..'k.~~ " (0) To exerci.e all power, authority, and di.cretion given by thi. in.trument arter the terminotion or thi. tru.t until the .ame is rully distributed. (pI To modity'and renegotiate any Agreements tor the .ale ot any bu.ine.. intere.t or tor the .ale ot any raal or personal proparty torming part or this trust or to waive provision. or any such agreemant. (q) To purcha.e insurance on the lire or any benericiary and to pay premium. or. the ..me out or income or principal whenever and to auch extent a. my tru.tee in it. .ole dbcretion, deemo advioab1e. (r) To allocate receipt. and expen.e. to prinCipal or income \ or partly to each a. my tru.tea Crom time to time think. proper. (.) To exercise any option, ~ight or privilege granted in in.urance policies or in other inve.tments. THIRD, I appoint my belovad hUSband, Marion R. Lowar, executor to settle my estate. Ir he rails to qua11ty or ceases to a~t~s such I appo1nt my beloved daughter, Jane Lower Majeske, executrix to eettl~my estate. , , Ir she, in turn, rails to quality, or ceases to act as such, I appoint Farmers 1 Tru.t Company or Carli.le, Pennsylvania, executor to settle my e.tate. &,fr. / ~ .. 1987 rl'A~U2. ~xA/ Annabel H. wer SEAL , . , y f I I Signed, .ealed, publi.hed, and declared by Annabel H. Lower, the within name. te.tatrix, a. her la.t will 1n tha pre.ence ot us, Who, in her pre.enca and the pre.ence or each other, have hereunto .et our signature. a. ,ub.cribing witne.se. thereto. ~dzti:l91Iklk It. ",tt. .iif.de..: .. -4- /5/~~-g>' REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT Rt:V.l\OO f:X. 11-r"II COHMm:Wl:ALTIl or ,'uOU:;}'l.','Mlll\ m:I'AI'TMUlT lW 1..:Vl.w:r IWI'L ~'t<(JHlI IIhlilil:iHtJll!;j I'A J 11;"'-(\1,(11 Ilt:O:lJUlr':1 Lowe r , riM); (IA::1, 111l;:l AIll) ~nl: 1,1 111111/.1.: Annabel M. :IQCIAt. :~H;Ullln IlUHIU.!l 204-28-1716 IAII lit I't!,ill 8/14/1996 c. 21 f'I l.f: NUMBER 96 0672 I.ldl: Of !tlh:-ll 1/4/1911 1ft' AI'I'l.lCAIII.l:) :;Uk'lIVl/j'.; ;:IO!):T';' IIM'l ilk::, fJ!i;:j i,!.j\ ~lll'l It 1!IIlIA!.1 I. Orj'lln,1l RIHurll -A :'. ;'\jlld. tt,"I.t.ll 1">!'Il11 -t. f.lmltv.J t:!il.tl.! ;:O"IAI. ;;t.!'!rI<J1Y I;!'!~HI'~ JIll:: kl:Tt!l.tl HIJ:n !l~: f'IU:n Jll l;!ll!.leAlt WIT'!! Tilt IH:rtl:an. or WILI.:; J. 1",Itl.jifld"r "1.>tIUII (";1 ,J.lt".'! nl <l1I,1I1. prior to 12-1 )-1121 '" f'",jprolj E~tt'lll! TdX I.f.'turll I<"(rutred 6. Uocl'c1ent Dle\J T"lll,.lfl II\Uolch cepy uf Will) 1. 1.1 t 1 q,lll on I' rOl'~f"J~ ~l'':'! 1 YI>,J 4.1. r'lI <lC., I III '!~"'1' I'<..rr"" 1"11 :11' (I '" ,1..1" ~ (I d",ll II ,II t ,_, 1.'-1 ;'_ ~.J) /, 1''',';:.11'101 ~~.Ii,.Ldr'I"J ,. I.lviflll lr'I:H !/ltlddl d ,.,,,.... III Tru:ll! 10, :~P":I:ldl 1\)'Jl'rt'l Cr".llt ", T';'..I l/ill",I"_'r ul ;:aln r~!pO:'ill IloXfJ~ ALL CORRESPONDENCE AND CONFIDENTIAL TAX lINn: Wayne F. Shade, Esquire 11. f:I';,~t ion Il' I,IX und.!r :~"C. (111,'llA) INFORMATION SHOULD DE DIRECTED TO: CCm'LtTf: "',,\Ir.ltl~j M'!i!U::i:; 53 West Pomfret Street Carlisle, Pennsylvania 17013 TELEPHOtlf.: WJMIlt;R (717) 243-0220 1. flea I E~l,)te ISct,uJulll A) 2. StoCr.3 and Bonds 13.:he1ulc U) J. Closoly IlfJld Stock/P<Hlnnr!ltdr rnlf'rf'~' (Sa,f;,iul.. C) 4. Mort qaQ03 dnd tlotu3 ~ecld vatll.~ (;,dll-'-!U h~ V J 5. Col3h, Bank Doposits , Hl11C'!lLH'f'O\.j~ {'.!r:JGfi,i! Prt'I"-'rtr I Schndu I fl E) 6. Jointly Owned Propf!ny ISctjf!,jul,~ F) 7. Inter-Vivos Tr.ln:Her3 , Mi!1cf~lltH"~Oll:l lhfl-l'rob,ltf! I'r-q:'!rl y (Schedulo G or I.] ij. Total Oro.. A...t. Itot,ll llnf!!! 1-"11 9. 10. 11. 12. 13. 1) 2) 3) 4 ) 5) 6) 7) 51.464.32 13. 500.00 ( 9) (10) 8) 64.964.32 runfJftll E)(pen~e:J 40 Ad'Tlin1:nr.ltl':e CUM:l (~~,-'b'JlJII-' III Debt!), MOrlq.l1C 1.1<ibilltif!ll t. I.!lW:l fSdlelJCJII-' I) Total D~uction. (tetal 11n~!l r, ~ 10) N.t Vatu. of I.tate llln'1 e mlr.ull. line III Charitdble .lnd GQvornlT'~nt.ll IlI~r1tJQ~t~/':;ec '1111 rrll~il~ for wtlidl ,It! "if Jet ion tu LIX t.<iS not been ~lde {Schedule JI 14. N.t Vatu. Subject to 'l'ax (linr> Ii mirllJ~ llr,.. IJ) 1~. Amount of JJne 14 t~xable At thu 3POU:hll tax r.ltll :-: . Soe instructJons on revlJrsp lor ,lpplic,ltllfl r,I'rC"lj~oI'J", 16. Amount of 11nl) 14 tax<ll>lfl .1t (i, r.lle 17. l~ount of line 14 taxable at 1~1 Colte ',',,',"11.")(, .x .Uf. >: ,1 ~ 18. Tax Due 19. CHECK HERE IF YOU ARE REQUESTING A REFUND 9.393.06 (11) (12) (13) (14 ) 9.393.06 55.571.26 55.571.26 ( 15) OF AN OVERPAYMENT (16) (17) ( 18) 3.334.27 --BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK HATH.. tV~ Fg~ \. AI\fikF:;;;: .WiT ;> II (;l'!rd,Il.~ ADlIH~:;;:; ~ -.3tJ -rd' .'/Ya: ~ 4~/j'Y Undor POMIlle. of perjury. I "'.d."" lI,", I h,.u" ..",cd".., lid, ""un" ,,,,",lI,,, ..,',',c""""''''1 ',.',...."',." ,",,' ""<to',..",,,, .", to lI.., boot of my k"owled'~ _nd bello., 't " """. co, ,,'c' ,."" O','q>l..,... 1'..,'I.".llo" 0' 1""1""'" ,,,',,'' ""." lJ,,' ""''', ,," '''1'''''''''''''''''' 1s b.l:'led on illl Information () let) lrl! \.l '-'r t)'l~ an i-:r;:"WI.'j'I'~' SIG '~Sl"l k~ SIGnATURE or PRE PAMER OTIlER TIlNl :'t P"'l. (",II l j ~ll... j",i ;,'>1J1 'd W":'l! I'~~:-'~r"! ~~! r-,'.'!. ",11 j I;';". 1''\ ;!C11.1 0\ t:<:!. '0 r:'> ...~ .~ N " ?~ 5:: .... ..... I .:;1 "~j ~ ,~I to- ..., '.u 00 ,,~ g~ ~ -- .i!!5 0: uu 'f ",u to. $THEET ADDHf:SS 2)1 Glendalt! ~jtrl~(~t CITY Carl i :llt\ ::TA'I'E P/\ Z II' 1'10 1 , Tax Payments and Credits: 1. TaK Due (PilCJC 1 l~ifW Ifl) 2. eredi ts/PaymulIl s A. SpOllSll! Poverty Credit B. Prior Payments C. Discount III jlol,n l'~}fl4.~)H ',-'.(,'i Tnt ,.il Credi l:l (AtJilCl (/1 ;J. 'i41 . (J 1 3. Interest/Penalty if applicdble D. Interest E. Penalty 101.;';1 Total Inl.erest/PPlIdlt.'1 (lJlEl I j I 1111,;>;> 4. If line 2 is greater thdn iine This is the OVERPAYMENT t 1 inf: 3, enter t.he difference. I,ll 5. If line 1 i line 3 is greater thun I irw 2, enter the difference. This is the TAX DUE A. Enter tile interest on the tax due B. Enter the total of Line 5 t ~^. Thi:; is the BALANCE DUE. (5 ) 15A) 15BI 9q2,1li 101.71 1.0Q3,5R Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of tho property transferred; b. retain the right to designate who stlall use the property trarlsfcrred or its income: c. retain a reversionary interest: or. d. receive the promise for life of either payments, benefits or care? 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3. Did decedent own an lin trust for' or payable upon death bank account or security at his or her death? 4. Did decedent own an individual retirement account, annuity, or other noo- probate property? YES NO x x X X X X X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. /2 I'.S. ~'H lfJ!'-l) fl.l) 11) pro'JI,l(>(1 1'.'1 t II'! ""lLJ'~t iCfl .;1 'I," t.H'. II'," Ir."p(:~"'l ,'II till' nl'l "':1I1il' ": ! ~,I~'~:"f~' 1 \! ,;1 I(H tr,p lJ~l" nl tI,l' :Jurvlvln1 ~pOll:JU lrcm (,\ t,f) J1 I''! ,1.11":' cl .I"'I'!, ".L 'r iltp, J:J!',' I, l"'I.l ,HlI h'!(1'" .J.lfii),H',. 1, l'i'.', n P.S, S()}lfl(,l) (1.1l 1111 prfJ'J\'I'.'.J In Ull' fI'J'jdic,!' survlvlll'1 :Jf,qll~lI~ f'ror'l .1\ lo 01 1'01 ,j,lt ,.,1 ,;! ,I".tl I, ('r. ',r survlvln'l ~p'.J\I~H! from l..x, .m.j tI,I' 'It It'll 'H'" "'Tlir"I'"r,! If lion :'Iurvl'11n'1 !lp\Jlj~l'J b thlC' "fili t"I,,'li,'l.IIY. n,p ,.,'., lf~.p(l:l" I <:r, 11," fil'l ','.11 i." i'! 1 r dl,:;: "!:; 'r I" r t I". U:1 "I '. II" tl t "r .1,U!'l.I[',' l, 1 "'I',. Tt,I' 'II 011. '11" .j""., ! . . ~""l' ,I t "ll,'ll"t' ".1 :; 1,:rH~I.'I'I:1,1t.. .,1 ,1'l:W'~1 .Irl,l lili~,'l.l '.1'; l"tLHI, ./1" :Hill .11>ii.'..I';" "\"'11 FOR DATES OF DEATH ON OR AFTER JANUARY I, 1995 - Please answer the fol iowin<] question by placing an "x" in the appropriate space. Did the decedent create a truat or similar arrangement which is solely for the surviving spouse's benefit for his or her entire lifetime? Yes No If you dU!lW"n!,J jI":J Ir, tl;I' .I.,V.... '1;,"'lj,r" ~,I.., t.!:.. .~.,' tf'j';! I :1:::,il,H .Irl,n"l"I"":;! ,., "" ,~"I ~~,., I.,..tl, "1 ~t,.' "","1,.1 !JpoU:lI', ,"It wtd,~h 1.11"" It willi" 1:.11.,. ',j:(.II,j,. .,! 11(.. r,I"'~;i 'If,:!,'II':,' t !t,,, r":-,,,I.].., It'~Y::.'1 ,r','.'" ff;!..[ !t..' ....Il'll' 1 It,,, lnl!JI on :j,'I:'~,1:Jll' ,J, I'dtt II, if; . r I"" r.'!' '.... j. ~ I :. . r." ,'." 'Ij"t l~. : tl..' t,'.: I... iT '~.:' .",' ""'. 11 I" ,',' ..::,,, ! , I i I" SCbl!dlllll () it! Ordl!r tc I'd~;" tl." ..).",,:: ,1',',1;),11,;,. '.:.1", ;""."; 'lll. I: tr,," ";",'~., !'.l'. ",. 't 1 .;;~'.!l'll ,.II.I~""':-"'I,! ;.1 lilX.!d 1n lli" OlSl.It.. t'l ~I,,, lit:" ,j",",I",:,! 'I' :'''', tl:o" 1 I'; ",:1 '~". !I.," 1.,;:-.;1,1: .lll.,I,.I'I',,!,' ..~.;,'~.I"'r,"~;'.' q,,, ':jt\'i':ll'l ~poll!le 1~ Llx*"j ilt t1". :prn I.I~, 1.lt",!!,1 I~." "':-'IU.I"t r,' .1....1 ,I' !t... r.l~":,\1 "fl'~:'",11 ;.. ,~. :.,..' J,'r t.!...!: ;,If'I"i"~'I, I! Y()ll.'h<J(JrH't()rr.d~."tl,;'..I":~i'.I.. ',"'11"';'" d'tl'!';"~.",l!..'n' 'll""'!','-!II,'I'I': 1"'.1'.,.; '..i'! .....1;.'.' ~..I:,L'.'!.: ,..'..f,I"l to ~ti('W niP .If.portlc':.:!..r.' ",t 11;" ',1.-)';' ';;:'.i.'l ..Ir,l'.'-l"~"f.' 1,......'.'1. ".. ~'d':l..'lr.1 ,., .'" ,',1 ",' 1'~"I)LI"1 1,'r."I;,'j,UYI:":li, " REV.l!103 I::Xt 11,,91) Cot'JoletMl:J\1.T1l 0" l'Ulll:n'I:JNUA 1I111t:RITANCl: TAX IU:Tlllm ~.:S IIlUlT I1f:ct:nUIT SCHEDULE B STOCKS AND BONDS ESTATr: OF I'll,;: lJUl1llf:H ?-1-%-O('72 Annabel M. Low~r All r rt aintl avn.d with ri ht at .urvivar.hl .u.t ~ dl.cla.ad an Sah.dul. r. ITEM NUMBER IAI.llf: AT DAn: OF DEATH Df::;CHII'TIOlJ 1. 227 shares of common stock of American Telephone and Telegraph Company 12,286.38 2. 73 shares of common stock of Lucent Technologies, Inc. 2,655.38 3. 608 shares of common stock of Bell Atlantic Corporation 36,522.56 TOTAL (Also enter on line 2. Recapitulation) 51,464.32 I J I :;\"1'> ,p.ll~l~ i ~l """,1".1 I ,,~,~ r: _1'11. t l ,rd I :ll,.~.'l:l {'I :".Ir'." ,\ 1 ;'I'! [V,\':\O r:~1 11"'111 COHHtJ/OwtAI.TlI OF l'IIItL~i"l'''',!j:A 1I11n:I<ITflljl"l: ,flY. 1.I,il'hll lq::~ I [lUll h-.'I ~I:;" SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY AnncJbel l1. I.ow(!r 1'1 LE NUMIlf:H ~ll-fH)-O(d? ,:STATE OF Thi:l :,,,'ht-',llll.' r..t}:ll h.' ," !'I.l.......! ,.1,1 :: 1. 1 l! . t,.. I...'....,. 'i,', I '.110"" \. ','1 : ';,1,'11" .1 .1, 'I,,' "",""1"" Ij I,' I '''" f.f"o'-j',.;" '..,....I.t4 :iIln:T 1~ "l'~. DESCHIPTION OF PHOI'EHTY I OF ITEM ;::ct.l.lU: 11M.:!: nt' TIn: -:1'/\!:.~fl1orr. :-1I!:11, DATE OF DEATH DEe'S EXCLUSIOII TAXABLF: VALUE NUMBER t<UAf I ()~ell I I' ';'0 u:':n U.:-, I f,;'1: or :I.ML III.. Vrli,U1'; OF A~i~;ET IIJTEHEST !ll f'll: i,lI'I"J J..t'rAC"Il A {'Ol''( OF TlU: 1'1.11 rIll, !<1M I. : f,! ~ . 1. Cash in the amount of 3,000.00 6,750.00 $9,750 to James A. Majeske, son-in-law 2. Cash in the amount of 3,000.00 6,750.00 $9,750 to Jane A. Majeske, daughter TOTAL (Also enter on line 7, Hecapitulationl 13,500.00 ';1 r'..!'.. '('h'" ," ~."'l' 1 'l"~' dll:tl'.~I'I: ,:~."":1 :\.0;" :'-" REV.l!>l1 r.xt ll-fHj COHV,-.lfWF.I\LTIl or ri:UU~iYL'JNIJ^ 1I11U:RITAUU TAX Rt:TUHU RES i IJf:HT m:r.t:Dun E:STATE: OF ITE:M NUMDER A. 1. 2. 3. B. 1. SCHEDULE H FUNERAL EXPENSES , ADMINISTRATIVE COSTS Annabel M. Lower FILE llUMllf:R 21-96-0672 Debts of decedent must be re orted on Schedule I. DESCHIPTION ^1~OUIIT Funeral ExpensBs: Hoffman-Roth Funeral Home, Inc., funeral expense:J 5,010.10 Deer Lodge, funeral dinn(!r 104. 21 Rev. Wanda Veldman Administrative Costs: Personal Representative Commissions - WAIVED Name of Personal Representative Is) Social Security Numberls)/E:IN Number of Personal Representative Is) : Street Address: 100.00 City: State: Zip: Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption:llf rl~'ce,jeflt':l tl'jdrf~~~ 15 not the :.ltl~fl <I~ Cl,llrr"lfIt':I, attach explanationl 3,500.00 Claimant: Marion R. Lower Street Address: 231 Glendale Street City Carlisle State PA Zip Code 11013 4. Relationship of Claimant to Decedent Husband Probate Fees 61.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 1. Evans Jewelers, appraisal Erston Barnhart, appraisal of paintings Cumberland Law Journal, advertise Letters Testamentary The Sentinel, advertise Letters Testamentary Register of Wills, fl.ling Inheritance Tax return (CONTINUE:D) 25.00 25.00 60.00 64.69 15.00 TnrrhT. ,r..lqn nnrnr nn l~nn Q nnr"':1p;r1l1:1r;nn\ Q ~(n n{; (If r,l('ff! ~p.lce t~ ",:\"jl',j 11;~H'rt dl.JitlOfl,ll ,tIP.~l:1 8: ~.}~;" :ll:") 1.:;'-/:1.:,,7 . y COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * c.'...- BUREAU OF INOIVIOUAL TAXES INHERITANCE TAX DIVISION DEPf. za0601 HARRISIURe, PA l11ZI-D601 NOTICE OF INIlERITANCE TAX APPRAISEHENT. ALLOWANCE OR OISALLOWANCE OF OEDUCTIONS AND ASSESSHENT OF TAR 1".114' ..'" tll.tll WAYNE F SHADE ESQ 53 W POMFRET ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-10-97 LOWER 08-14-96 21 96-0672 CUMBERLAND 101 ANNABEL R AMount Re..Hted 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 ~ ifili:iSc.TEX-,\i:p--nZ:96rNOYicE--OF-YtiilEii'iiiitiCE-YAX-APPRAiSEHENT-,--'\L.i.-OWANCE-iili-mm-m------ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LOWER ANNABEL R FILE NO. 21 96-0672 ACN 101 DATE 02-10-97 TAX RETURN WAS, I X I ACCEPTED AS FILED RF.SERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.t. ISch.dul. Al III 2. Stock. and Bonda (Schedula 8) 121 3. Closely Hald stock/Partnership Intara.t (Schedule C) (3) 4. Hartg.gal/Hot.. Recaivable (Schedule DJ (4) S. C..h/Bank Deposits/Hilc. Parsonal Property (Schedule EJ IS) 6. Jointly Owned Property (Schedule f) (6) 7. Transfars (Schedule G) (7) a. Total Assat, I CHANGED NOTEt To Insure proper credit to your account, lubeit the upper portion of this fora with your tax paYllant. ,00 14.941.76 .00 .00 .00 .00 13,500.00 181 28.441. 76 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanse./Ad.. Costs/Hi.c. Expans.. (Schedule H) (9) 10. D.bts/Hortg.g. Ll.bll1tl.s/Ll.ns ISch.dul. II (101 11. Tot.l Deductions 12. H.t ValuB of Tax R.turn 13. Charitable/Govern..ntal Bequest. (Schedule J) 14. H.t Value of Eat.t. Subject to Tax 9,231.06 ,00 Illl Jl21 Jl3) 1141 Q.:>31 06 19,210,70 .00 19.210.70 If an assessment was issued previously, lines 14. 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Lina 14 at Spousal rat. 115) 16. AMount of Lina 14 taxable at Lin..I/Cla.1 A rat. (16) 17. Amount of Lina 14 taxabl. at Collat.raI/Cla.. 8 rat. (17) 18. PrincIpal Tax Due NOTE: .00 X .00= 19.210.70 X.06= .00 X .15= Jl81 .00 1.152.64 .00 1.152,64 TAX CREDITS: PAYHENT DATE 11-06-96 DISCOUNT 1+ I INTEREST 1-) 57.63 AHOUNT PAID 1,095.00 RECEIPT NUHBER AA146908 PAYMENT MUST BE MADE BY 05-15-97M. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,152.63 .01 .00 .01 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION DF ADDITIONAL INTEREST. I IF TOTAL DUE IS lESS THAN .1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF TillS FDRH FOR INSTRUCTIDNS.I (')(') c;( , " 'd -,j ~'l..lJ _I _ ~;.l r~.l W - ':::J 'u "1 '. " CO:- RESERVATION I Elt.te, of decedents dying an or bafor. Dluebar 12, .,12: u If MY future Intarut In "'" ...tet. 1~.tranlf.rr.4.:, In po.....lon Dr .njoy.~t to CI... a (collatatall blnaflelsr.l. of the dlCldlnt .,tar the IxplratCbd of any I.t.t. for lit. or for ya.ts, the Co..onw..lth haraby Ixpr..slv ral.tv" the right to appral.1 and ...... tran.,.r Inherltanc. 'ax" at thl lev'ul Cia.. a (collatarall rat. on any such future Intar..t. P\JlPO$! Of NOTICE I To fulfill the requlra..nt. of Slctlon 21~D of the Inheritance and E,t,t. Tlx Act, Act ZZ 0' 199.. 72 P.S. SICtion 2140. D.tleh the top portion of thl. Notle. end ,ubalt with your ply..nt to the RlgS.tar of Will. printed on the rav.r.. ,Ida. ""aka cMck or enlV ordu payable tal REGISTER OF MILLS, AGENT All ply..nt. racalvad ahall flr.t ba appllld to any Intere.t which .ay be due with any re.alnder applied to the ta.. A rafund of a ta. cradlt, which wa. not raque.tad on tha Ta. Raturn, .ay ba reque.tad by coaplatlng an ~Appllcatlon fer Rafund of Pann.ylvanla Inheritance and E.tate Ta.- (REV-Illl). Application. ara avallabla at the Offlca of tha Ragl.ter of Will., any of tha Zl Ravanue DI.trlct Offlca., or by calling tha .paclal Z~-hour an.warlng .ervlca ~bar. for feral ordarlngt In pann.ylvanla 1-800-l6Z-Z0S0, out. Ida Pann.ylvanla and within local Harrl.burg araa (717) 787-8094, TOOl (717) 77Z-ZZSZ CHaarlng I~alrad Only). Any party In Intarl.t not .atl.flad with the appral.a.ent, allowanca er dl.allowanc. of daductlon., or a..a...ant of ta. (Including dl.count or Intara.t) a. .hown on thl. Notlca lU.t obJact within .I.ty (60) day. of racalpt of this Motlce byl --wrlttan prota.t to tha PA Dapart.ant of Ravanua, Board of Appaal., Dapt. ZaIDZ', Harrl.burg, PA -.alactlon to hava thl .attar dater.lned at audit of the account of tha par.onal r.pre..ntatlve, --lIPPaal to the Orphans' Court. I7IZI-IDU, DR DR PAYHENTl REFUHD (CA) I OBJECTIOHSl alllUR ISTRATlVE CORRECTIONSI factual arror. dl.covar.d on this a.......nt shoUld b. addr...ad In writing tal PA n.part.ant of Ravanua, Buraau of Individual T..e., ATTHI Po.t A.......nt Ravllw unit, napt. Ze0601, Harrl.burg, PA 17121-0601 Phonl (111) 717-6S05. S.a paga S of thl bookl.t -In.tructlon. for Inharltance Ta. R.turn for. Ra.ldant Olcad.nt- (REV-ISOI) for an aMplanatlan of adalnl.tratlvalY corractable arror.. If any t.. dua Is paid within thrsa (l) cal.ndar .onths aftar the decadent'. death, a flva percant (SX) dl.count of tha ta. paid I. allow.d. The ISX ta. aanasty non-participation penalty Is coaputad on tha total of the ta. and Int.re.t a..a..ad, and not paid bafora January II, 1996, the flr.t day after tha and of tha ta. aana.ty parlod. Thl. non-participation panalty Is appealabla In the .aaa .anner and In the tha .a.. tl.. parlod a. yOU would app.al tha ta. and Intere.t that ha. bean a..e..ed as Indica tad on thl. notlca. Intare.t I. charged beginning with flr.t day of delinquency, or nine (9) eenth. and one CI) day fro. the data ef daath, to tha data ef pay.ent. T..a. which becaea dellnquant bafore January I, 191Z b.ar Intara.t at tha rata of .Ix C6X) percant p.r annul calculated at a d.lly rata of .00016.. All taMa. which baca.a delinquent on and aftar January 1, 191Z will baar Int.ra.t at a rata which will vary froa calendar yaar to calandar yaar with that rata announcad by the PA napart.ant of Ravanue. Tha appllcabla Intare.t rata. for 191Z through 1997 ara: '!.!!! Intera.t Rata DailY Intarut ractor !!!or Intarnt Rate DallY Int.re.t rector 1911Z zoX .OOOS"II 1987 9X ,OOOZ"7 19n 16X .oooue 198a-1991 I\X ,000101 1914 I\X .000301 199Z 9X .0ODZ"1 1915 UX .000356 199)-199" 7> .OOOI'Z 1916 lOX .000Z7" 1995-1997 9X .00OZlt7 ulntara.t It calculated OJ follow.: DlSCOlItT: PENALTY' INTEREST: INTEREST = BA~NCE OF T^X UNP^ID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Katlca l..uad .ftar the tax beca.a. dallnquant will raflact an Int.ra.t calculation to fifteen (IS) day. beYond tha data of tha e.....aant. If pay.ant I. aada aftar the Intar..t co.put_tlon data .hown on the Notlu, additional Intera.t IN.t be calculated. ,.-~- ~ - ----~...~.- , IJY.IIUIII'.e.q 146908 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEI" . PENNSYLVANIA INHERITANCE AND ESTATE TAX . DNa' AA RECEIVED FROM: I ACN ASSESSMENT r:'I CONTROL ~ NUMBER AMOUNT WAYNE F SHADE ~SQUIRE 101 51,095.00 53 WEST POMFRET STREET CARLISLE, PA 17013 I I I , 'OtD HUI ~ I I ESTATE INFORMATION, ~ filE NUMBER 1iI 21-1996-0672 EJ NAME OF DECEDENT (lAST] II DATE OF PAYMENT II POSTMARK COUNTY SSN 204-28-1716 (FIRST) (MI) DATE OF DEATH SEAL WAYNE F SHADE C/O WAYNE F SHADE ESQUIRE CHECKIl 9348 fa TOTAL AMOUNT PAID REMARKS REGISTER OF WILLS , , " '//,' -'..../ '/''1 f I I , ) '. ' RECEIVED BY 1,/"", ., ,,,'" .' ,.,/ I "/ S1GNATYRf,.' . Ji ~ . , '/' III)"r" ../ " t, "f,;' . I MARY C. LEWIS ",...,! REGISTER OF WILLS : 51.095.00 V2 ..- ---- --------".....-~..:_.:r ' 'fI ~ l r, -: ., -' , ,). .. ~ . ~ ;" Ii( ,/' , . , l " " .,; ~~ . / J ~' , "!' \' , . .' . " , of ---' ----.~ . --"-, ---_.-.............~. c. - ,~' r-' DEPARTMENT OF REVENUE * ~ ',~ ~I"'. . BUREAU OF INDIVIDUAL TAMES IHH(AITAHC[ tu DivISION DlP'. 11101101 tlAAAUIUAG, Pi IIlZa-GlIal (!..- NOTICE Of INItERIT ANCE TAM APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT or TA~ Ih_lh'"...III-fll I 'JiA ), .')" DATE i'I,'!'{ 1:', I'i')? ESTATE OF 1.G'.'lEll 1':::II.lIEI. Il DATE OF DEATM OR-l/.-')() FILE NUMDER 21 ')(,-r)()72 COUNTY CU~mERI.A"D ACN 101 A~ount R.~ltt.d W,WIIE F SIIADE ESQ 53 W POI.WRET ST CARLISLE PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUHIlERLAllD CO COURT nOUSE CARLISLE PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiE\Fi54TEX-AFii-ioj-:97Y-NeiricE--oj:ufNHEifiiANCE-YAiriiP'PRAisEi,f€Ni'-;-,U.'LoiiANcE-b-Ii-m-m-mum DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LOWER ANnABEL R FILE NO. 21 96-0672 ACN 101 DATE 05-12-97 TAK RETURN WAS: I I ACCEPTED AS FILED IX I CNANGED SEE ATTTACHED nOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEI.1ElITAL RETURN 1I0 01 1. R..I Est.t. (Schadule A) 11) Z. stocks and Bondi (Schedule 8) (2) 3. Closely Hald Stock/P.~t".rshlp Int.rast (Schedul. C) (3) 4. Hartg.ges/Hota. Receivabla (Schadula DJ (4J 5. Cash/Sank Deposits/Misc. Parsonll Property CSchedule E) IS) 6. Jointly Owned Property ISchedule f) (6) 7. Trlnsfers eSchedule C) (7) 8. Total Assets .00 18.261.28 .00 .00 1,575.00 .00 .00 CDI NOTE: To insure proper credit to your Iccount, subnit the upper portion of this forn with your tlX plynlnt. 19.B36.28 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funlroll E)(plns../Adn. Costs/l11sc. bplnses CSchldule H) (9) 15.00 10. Debts/l1ortglgl Liabilities/Liens eSchedule I) elOJ nn 11. Totol Doduct!ons 111) 1 ~ .00 12. Not Valuo of Ta. Roturn Cl21 1Q .R:>1 :>R 13. Charitable/Govlrn"ental aequesh CSchedule J) 113) Oil 14. Not Valu. of E,toto Subjoct to To. Cl41 1Q. 011 QR NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Anount of Line 14 at Spousal rat. 16. Anou"t of Line 14 taxlble .t Lineal/Class A rlt. 17. Anou"t of Lin. 14 tlxlble .t Collateral/Class a rate 18. PrincipIl Tlx DUI TAX CREDITS: PAYHENT DATE ClSI .00 K.m = .00 Cl6) 10 , n~1 O~ K.C6 = 2,341.91 Cl71 .00 K.15 = .00 ClB) ? I'V' 0' RECEIPT NUHBER DISCOUNT C'I INTEREST/PEN PAID C-) AHDUNT PAID 11-06-96 09-20-96 AA 146908 AA1B5163 57.63 .00 1,095.00 1,094.78 PAYJolEUI' foUSl' BE MADE B'i 05-15-'17""0 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 2,247.41 94.50 .00 . 0 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF AODITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN '1. NO PAYHENT IS REQUIRED. IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TNIS FDRH FOR INSTRUCTIONS.) RESERVATION I E.t.t.. of d.c.dent. dying on or b.for. O.c..blr IZ, 1'8Z -- If any futurl Int.rl.t In the ..t.tl I. tr.n.flrrld In po.....lon or enJoYlent to CI... . (coll.tlrll) b.n.'lclarll. 0' thl d.c.dlnt aftlr tha ..plr.tlon of anv ..t.t. for llf. or for y.ar., the Co..onw..lth h.r.bv .wpr...lv r...rv.' the right to .ppral.. end ...... tran.flr Inh.rltanc. T.... at thl l.wful Cl'" . (collltlrll) rlta on any such futurl Intlr..t. P\JMPOSE OF HOTlCEI To ful,111 thl rlqulr.llnt. 0' s.ctlon 21~0 of the Inhlrltanc. and E.tlt. f.. Act, Act 21 of 1"5. (72 P.5. Sactlon '1~0l. PAV"EHTI Datlch the top portion of thh Hotlce and .ubalt with your p.yaant to tha Reghter of will. printed on the nvar.. IIde. --Hake chack or IOnIY ord.r plyabl. tal REOISTER OF MILLS, AGENT REFUND (CAli A r.fund of at.. cr.dlt, which w.. not r.qu..t.d on tha T.. A.turn, "V bl r.qu..tld by co.pletlng In RAppllc.tlon for RI'und of p.nn.vlvanl. Inh.rltanc. and E.t.t. T.." CREV-I]I])- Appllc.tlon. Ira IVlllabla It thl OfficI of the Rlgl.t.r of will., anv of the 2] Aav.nue DI.trlct Offlc.., or bv cllllng the .p.cl.l Z~-hour en.~rlng ..rvlc. nuebar. for for.s ord.rlngl In Plnn.vlvanll 1-800-]6Z-Z050, out.ld. P.nn.ylvanla Ind within 10cII H.rrl.burg ar.. (717) 787-aO'~, TOO' (717) 77Z-2252 CHlarlng IIP.lr.d Only). OIJECTIONSI Any plrty In Intlre,t not .atl.flld with the .ppr.I....nt, Illowance or dl.allowanc. of d.ductlon., or ...I...lnt of tl. Clncludlng dl.count or Intlrl.t) I' shown on thl. Hotlcl lU.t obJ.ct within .I.tv (60) d.ys of r,cllpt of this Notlc. bya --wrltt.n pro tilt to thl PA O.p.rt..nt of Revlnu., laird of ApP..I., O.pt. 281021, H.rrhburg, PA 17na.l021, OR ....I.ctlon to h.v. thl ..tt.r dltlrllned It .udlt of the Iccount of the p.r.onll npr.nntltl"., OR ".IPP.Il to the Orphan.- Court. AD"IH ISTRATlVE COARECTIONS! Flctull .rrors dl.cov.rld on thl. ........nt .hould b. .ddr....d In writing tal PA a.part.lnt of R.v,nu., Bur.au 0' Indlvldu.1 T.w.., ATTNa Po.t A.......nt A.vl.w unit, O.pt. Z80601, Hlrrl.burg, PA 17121-0601 Phone C7171 717-6505. S.. pag. S of the booklet "Instruction. for Inh.rltance Tlw R.turn for a Rllldlnt a'cldent" CREV.1S01) for an Iwplenatlon of ad.lnl.tr.tlv.ly corr.ctable Irrors. DISCOUNlt I' anv t.. dul I. p.ld within thr.' Cl) c.llnd.r aonth. a,t.r the d.c.d.nt'. d.ath, a flv. p.rc.nt (S~) discDURt af the ... p.id It .Uowed. PENAL TV I The 15% t.M IIR.stv non-p.rticlpatlon p.n.lty 1. co~t.d on the total of the t.w .nd Int.r..t .......d, and not p.ld b.'or. Jenu.ry 18, 1"6, the flr.t d.V aft.r the .nd 0' the t.. aen..tV plrlod. This non-p.rtlclpetlon p.nalty I. .pp..lable in the .... .ann.r and In the the .... tl.. p.rlod I' you would app..1 the taw .nd Int.rlst th.t hi' b..n .....s.d a. Indicat.d on thl. notlel. INTEREST I Int.r.st I. chargld b.glnnlng with 'Ir.t day af dlllnqu.ncy, or nln. (,) .onths and on. Cl) day fro. the date of dllth, to the d.t. 0' p.y..nt. Ta.'s which b.c", d.llnqu.nt b.for. JanuarV 1, 19B2. b..r Int.r..t at th. rat. af 11M (6j() plrcent p.r annu. calculated .t a d.lly nt. of .000164. All Uu. which b.c... d.llnq".nt on end aft.r January 1, 19a2 will b..r Int.r..t .t a rat. which will vary fro. cal.ndar y.ar to c.l.ndar y.ar with that rat. announc.d by the PA D.part..nt of Rav.nuI. fh. IPPllcabl. intlra.t rat.. for I,al through 1997 .r.a '!!!! Intarllt Aat. O.lly Inter.st Factor !!!! Interllt Aat. D.lly tnt.r..t Factor 1'82 Z'X .ooos"a 1'87 .X .000t...7 nn 16;( .0DO~sa l,aa-l"l 11;( .000101 In4 I\X .oonol 1"2 'X .000Z47 Ins ISX .00015' l'n-I"~ 1X .ooonz nB' I'X .000274 1"5.1'" 'X .000247 -.Int.rut It calculatld .. '01l0w11 INTEREST a S^LAHCE OF T^X UHP^IO X HUNSER OF OAYS DELIHQUENT X DAILY IHTEREST FACTOR ".Any Notlc. IlIued .U.r thl taw baeo... dellnqu.nt will r.fhct an Int.rllt ealcul.tlon to flft.." CIS) davs b.yond the date af the ~.s.....nt_ If pay..nt I. ..d. .,t.r the Int.r.st co.,utatlon d.t, .hown on the Notlc., additional Int.r..t .ust b. calculat.d. 11't.'''01'''''1 ~;~~~;ft\ COMMONWEALTH Of PENNSYlVANIA DEPARTMENT Of REVENUE aUK.AU 0' INDIVIDUAL TAXIS DEPT. 210601 HARRIUURO.~I,OIlIlI - DECEDENT'~ ~E J / /1 J (( tl A. I( /)t' _ / I INHERITANCE TAX EXPLANATION OF CHANGES ~^ __~___. ._^.____.____n_____.~.. - L.oul" ,.... filE NUMIER J/'/t; t:& I J- AeN 1)/ {j ITEM NO. :J ...:.I EXPLANATION OF CHANGES I SCHEDULE l/(1.v,;/ / >r( (l/(d,/'(I,t'I C 6'.)'fr'/J, Ii" IF.). (; {lr'(';,JIN('la't7, It( {Iii.. C. l' JfC / S . /1- (,.'(1("(;..11.''1''( 6ti/'/i /,( ilt?. C /'(U"(tlr' /1. OJ" TAX EXAMINER: hJI';i (II dil'Is.. J:u, Iii PAGE l~ II/. ') .)rl BUREAU OF INDIVIDUAL lARES IHIllR1UHU tAlI DIVISIUN DI PI. nO.OI IIAAMUluIIG. 1'10 IIUI'OhDI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INItERIIANCE IAN APPRAISEMENI. ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMINT OF TAR ROGER M MORGENTHAL ESQ 11 E IUGH ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATM FILE NUMBER COUNTY ACN 06-16-97 KYLE 10-25-96 21 96-09/2 CUMBERLAND 101 ,- ~* 1I'.lh' IIIIf 11I..n HElEN A ~_~~ount ROMlttod 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 .. ifEV: istij-EiCAFi>" i oj-: 97 Y -NaY i CE- -OF - "iNHEii i;: ANtE-Y AX- iiPPRii is EHENT -; - AL LOWANt E-iili- - - - - - -----.. - -.. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF KYLE HElEN A FILE NO. 21 96-0972 ACN 101 DATE 06-16-97 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. A"ount of Line 14 .t Spousal rat. 16. Anou"t of line 14 taxable at line.l/Class A rat. 17. Anount of Line 14 taxable at Collateral/Class 8 rat. 18. Principal Tax Due TAX CREDITS: PAYMENT DATE TAX RETURN WAS: I X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedule A) (1) 2. Stocks and Bonds (Schedule 8) (2) 3. Clos.ly Hald Stack/Partnership Inter..t (Schedule C) (3) 4. Hortg.gas/Nota. Raceivabl. (Schedule OJ (4) S. Cash/Sank Deposits/Hisc. Pa~sonal P~opa~ty ISchadula E) 15) 6. Jointly Ownad P~opa~ty (Schadula f) 16) 7. T~ansfa~s ISchadula C) 17) 8. Total Assats .00 ,00 ,00 .00 854,90 ,00 .00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. funa~al Expansas/Ad~. Costs/Hisc. Expansas (Schadula H) 19) 10. Dabt./Ho~tgaga liabilitias/lians ISchadule I) 110) 11. Total Daductlons 12. Nat Valua of Tax R.tu~n 13. Cha~it.bla/GoYernnental eequasts ISchadule J) 14. Nat Value of E.t.ta Subjact to Tax 609.00 56.697.72 1111 112) 1131 1141 NOTE: I1S) 11&1 C171 .00 X .00= .00 X ,06= .00 X ,15= 1181 RECEIPT NUMBER DISCDUNT 1+) INTEREST/PEN PAID (-) AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper cradit to your account, subnit the upper portion of this forn with your tax paynent. 854.90 ~7 .3n~ n 56.451.82- .00 56.451,82- .00 ,00 .00 .00 ,00 .00 .00 .00 . IF PAID AfTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE IS LESS THAN II. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU MAY BE DUE A REFUND, SEE REVERSE SIDE OF TNIS FORM FOR INSTRUCTIONS. I " ':JC.., REstRVA'IO.. t.t.t.. .f d.,.d.nt. dying .n ., b.'.'. D.e..b., I'. I'" -- If .ny 'utu'. Int.,... In th. ....t. I. t,.n".".d In .......I.n ., .nJ.y..nt t. CI..' . le.ll.t.,.11 b.n.flel.,I.. .. tho d.e.d.nt .ft., th. .,.I,.tl.n .f ony ..t.t. f., Ilf. ., f.' Y."" 'h. C....n...lth h.r.by .,.,...Iy ,...,... 'h. ,Ioht t. ...,.1.. .nd ...... "an.'.' Inh.,lt.ne. ,.,.. .t thl lawful Cia.. B tcolls'.rall rat. on any such future Int.r..t. PURPOSE Of HOttCE: 10 fulfill the requlra..ntl of Slctlon Zl~Q of the Inherltanca and [.tata Ta. Act, Act 21 of 199~. (72 P,S. hetlo" ,.ltO). PAYHEHT: Detach thl top portion of thl. Hotlee and subllt with your pay..nt to thl Rlglstar of will. prlntad on thl rav.r.. ,Ida. u"a"'" chick or lonay ordu plIYllble to: REGISTER OF MILLS, AGENT REFUND (CR) t A r.fund of a tax credit, which was not raquastad on the Ta. Return, aay ba raqua.tad by coaplatlng an "Application for Refund of PennsYlvania Inherltanca and [.tat. 1.." (REV~l]l]). APplication. at. available at the OffiCI of thl Ragl.tar of will., any of the 2) Ravanue DI.trlct Offlca., or by calling the Ipaclal 24-hour anlMarlng larvlca nuabar. for for.1 ordering: In PannlYlvanla 1-800-]62-2050, out. Ida Pennlylvanla and Mlthln local HarrllbUrg araa (111) 181-1094, tOOl (111) 17Z-2Z5Z (H.arlng I.palr.d Only). OBJECtIONS: Any party In Inter..t not satl.fl.d with the appr.ls...nt, alloManc. or dlsalloManc. of d.ductlon., or .....s..nt of t.M I Including dl.count or Int.re.t) .s shown on thl. Notlc. aust obJ.ct Mlthln .Ixty (60) day' of recalpt of this Notice by: UMrlttan prot..t to the PA D.p.rt..nt of R.v.nu., Bo.rd of APp.als, Oapt. 211021, narrlsburg, PA 17121-1021, OR --election to have the .att.r d.t.r.ln.d at audit of the .ccount of the p.r.onal rapr.sant.tlv., OR .-app.al to the Orphans' Court. ADHIN lStAAtIVE CORAECtIOHSI ractual .rrors dl.cov.rad on this .ss.....nt .hould b. .ddr....d In Mrltlng to: PA D.parta.nt of A.vlnua, Bureau of Individual tax." AtTN: Post A.s..s.ant AevleM Unit, D.pt. 280601, Harrl.burg, PA 111ZI-0601 Phone (711) 711-6505. 5.. page S of th. bookl.t "In.tructlon. for Inharltanc. Tax Aaturn for a A..ld.nt D.ced.nt" IREY-ISOI) for .n .Mpl.natlon of adalnl.tratlv.IY corractable arror.. DISCDUNh If any tax dua I. paid within thr.e ()) cal.ndar eonth' aft.r the d.cedant'. da.th, . flva perc.nt (5X) dl.count of the tlx p.ld I. .lloM.d. PEHAlTVl the IS2 tax aan..ty non_participation p.nalty I. co.put.d on the total of the ta. and Intar..t .......d, and not paid bafora January 18, 1996, the flr.t day aftar the and of the t.x aana.ty parlod. Thl. non-participation p.n.lty I. appealabl. In the .... .ann.r and In the tha .a.. tl.. period a. you Mould .pp.al the tax .nd Int.re.t th.t ha. b.en a......d .. Indlcat.d on this notlc.. tNTEAEST: tntere.t I. ch.rald beginning Mlth first day of dlllnquency, or nine (9) .anth. and one (1) day fro. thl dati of death, to the data of pay..nt. tax.. which b.ce.. d.llnqu.nt b.fare January I, 1912 ba.r Int.r..t et the r.te of six (6X) parcant par annu. calculatad at a dailY rat. of .000164. All tax.' which b.ca.. d.llnqu.nt on and aftar January 1, 191Z will blar Intere.t at a rata whlch wlll vary fro. cal.ndlr yaar to calendar y.ar with that rat. announc.d by the PA Dopart..nt of Rlvanu.. the appllcabl. Int.ra.t rata. for 191Z through 1997 ar.: '!!!! Int.rast Rata DallY Int.r.st FActor ~ Inhr.st Rat. DailY Int.rnt FlIctor 1982 ZOX .000548 1917 OX .000Z47 19U 162 .000ttSl 1911-1991 llX .000101 1984 112 ,000101 199Z 'X .000247 1985 U2 .000156 19U-1994 n ,0001'2 1986 10j( .000274 1995-1997 .X .000247 .-tnt.rut Is calculat.d as fOl10M': INTEREST = BALANCE OF TAX UNPAID X NUnBER OF D^YS DELINQUENT X D^ILY INTEREST FACTOR .-Any Hotlca 1.lu.d .fter tha tax b.ca... d.llnQUant will r.fl.ct an Int.r..t calculation to fl,t.ln (15) day. b.yond th. data 0' the as......nt. tf pay.lnt I. .ad. aft.r th. Inter.st co.putatlon data shoMft on th. Natlc., additional lnt.re.t .u.t be calculat.d. ~/'I} \/' !'J -I.A;I ". COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT c'/ - BUREAU OF INDIVIDUAL TAKES INtlUIIAH([ ,n DlVISIDN OEPL :'0.01 ItARRISIUMC, PA llln-obol III.UIII. I" tn.'" WAYNE F SHADE ESQ 53 W POMFRET ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-03-97 lOWER 08-14-96 21 96-0672 CUMBERLAND 101 AtlNABEl R Allount RelllHhd MAKE CHECK PAYABLE AND REMIT PAYMENT TOl REGISTER OF WIllS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subll!t the upper portion of this forn with your t.x p.ynent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .. iliv:i6Cij-EX--AFP--ioi-:97i-------...--iHifERiifANCE--iAif-STA-fEHifNi-b-F-Ac:Couiif--.-..--------------------- ESTATE OF lOWER ANNABEL R FILE NO.21 96-0672 ACN 101 DATE 11-03-97 THIS STATEMENT IS PRDVIDEO TD ADVISE DF THE CURRENT STATUS DF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE, AND. IF APPLICABLE. A PRDJECTED INTEREST FIGURE, DATE OF lAST ASSESSMENT DR RECORD ADJUSTMENT, 03-10-97 PRINCIPAL TAX DUE: 2.341,91 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-06-96 AA146908 57.63 1,095.00 02-12-97 AA185163 ,DO 1,094,78 05-21-97 AA211327 .00 94,50 TOTAL TAX CREDIT 2.341.91 TOTAL DUE .00 .16 .16 BALANCE OF TAX DUE INTEREST AND PEN. . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION DF ADDITIONAL INTEREST. I IF TDTAL DUE IS LESS THAN $1. ND PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI. YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRM FOR INSTRUCTIDNS. I PAYftENTI D.t.ch the top portion of thl. Notlc. and .ub.lt with your p.y..nt ..d. p.yabl. to the n... and addr... prlnt.d on thl rlv.r.1 .Idl. If RESIDENT DECEDEHT .akl chick or .on.y ord.r payabl. tOI REGISTER OF WILLS, AGENT, If HDN-RESIDENT DECEDEHT .ak. ch.ck or 1II0n.y ord.r payabl. to: COHHONWEAL TH OF PENNSVLVANIA. REFUND (tA): A r.fund of . t.. crldlt, which WI' not r.qu..t.d on th. T.x R.turn, ..y b. r.qu..t.d by cO~QI.tl~9 an "Appllc.tlon for R.fund of Penn.ylvanl. Inh.rltanc. and E.tat. T.x" (REV-IllS). Appllc.tlon. Irl .v.lllbl. .t the OffIcI of thl R.gl.t.r of Will., any of the Zl RlVlnul DI.trlct Offlc.. or fro. the DIPart..nt'l Z~.hour an'wlrlng .arvlc. nu.blr. for fora. ord.rlng: In Plnn.ylvanl. 1-800.16Z-Z0~O, out.ldl Plnn.ylvanl. end wIthIn local Hlrrl.burg .r.. (111) 181-809~, TOO' (111) llZ.ZZ52 (H..rlng l"p.lrld only). REPLV TO: Qu..tlon. r.g.rdlng .rrors cont.ln.d on this notlc. ,hould b. .ddr....d to: OA O.p.rt.lnt of R.Vlnu., Bur.au of Indlvldu.l T...., A'TNI po.t A......ant Rlvllw unit, O.pt. Z80601, ~.rrl.burg, PA l11Z8-0601, phon. (717) 787.6505, DISCOUHh If any t.x due I, Plld within thr.. (l) c.l.ndar .onth. aftar the dlc.dlnt'. d.ath, . flva p.rc.nt (5%) dl.count of the t.. paid I. allowad. PENALTV: Th. 15% ta. aan..ty non-partlclp.tlon pen.lty I. co.put.d on the total 0' the ta. and Intlr..t .......d, and not paid bl'or. January 18, 1996, thl 'Ir.t day aftlr thl Ind of the t.x .~e.ty plrlod. INTEREST: Intlr..t I, ch.rgld b.glnnlng with 'Ir.t d.y of d.llnquency, or nlnl (9) .onth. and ona Cl) d.y 'ro. the data of dlath, to thl d.t. of pay..nt. T.... which b.ca.. d.llnqu.nt b.'or. Janu.ry 1, 1982 b..r Int.r..t .t thl r.tl of .1. C6%) p.rc.nt p.r annU8 c.lculat.d at . d.lly rat. of ,OOOI6~, All t.... whIch b.ca.. d.llnqu.nt on Ind Ift.r Janu.ry I, 1982 will b.ar Int.r..t at a ratl which will vsry 'ro. cal.nd.r y..r to cal.nd.r ylar with th.t rata announcld by thl PA O.ps,t.lnt of Rav.nul, Th. appllcabll Int.r..t rat.. for 1982 through 1997 .r.: V.ar Int.r..t Ratl Dally lnt.r..t F.ctor Vier Int.rllt Rat. D.lly 1nt.r..t F.ctor 1982 2D% ,OO05~8 1987 .~ ,OOazt,l 198] 16% ,DOOU8 1988-1991 11% ,OOOlol 1911, In ,OOD!OI 1992 .~ .ooazu 1985 U:C .000156 1991-1991, 7> .000192 1986 IO~ .000274 1995-1997 .~ .0002U --lnt.rllt I. c.lcuht.d .. followt: INTEREST = BALANCE DF TAX UNP^ID X NUNBER DF D^YS DELINQUENT X DAILY INTEREST F^CTDR --Anw Hotlc. I.,u.d .ft.r the t.~ b.eo... d.llnquent will r.fllct an Int.,..t c.lcul.tlon to fl'tlan (15) day. blYond the data 0' the ........nt. If p.y.ant I. .ad. aft.r the Int.r..t coaput.tlon d.t. .hown on the Notlc., addltlon.l Int.r..t ault b. calcul.t.d, COMMOtlWEAllll 01' PHlIlSVlVANIA DtPAIHMENI OF AEvwut DunEAU OF INDIVIDUAL TAXES erPT 2BOfiOl UARRlSUURG. PA 17128.0601 PENNSVLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ~"Jt,9.. ~ NO. AA 296376 "LV'''' LX (119.' RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMDER AMOUNT 1\H "l,Q9;;l.~Q WAYNE F SHADE ESQUIRE 53 wEST POMFRET STREET CARLISLE, PA 17013 fo..oUERE , , rOlOtl(RE ESTATE INFORMATION: FilE NUMDEA 6SN-<i!~-1~ b IFIRST) IMI) NAMi~lDJcY~EtTOltls~ OiiTE~P~~;:i4~NNAB6L R POSTMln~~M-1-9'1Q _0-/001-0000 COUNTY TOTAL AMOUNT PAID s 1 ,093.58 SK CUMBERl.AND DATE OF DEATH .~---" ,/ ' '/ :/ 1 RECEIVED DY I REMAR WAYNE F SHADE ESQUIRE SEAtCHECKII 1411 fEGIS,U, OF WILLS MARY C. LEWIS REGISTER OF WILLS __4_'_____ ----- --- ------,...- .--- ------_._---------~--- ---- --.- ----. ----. ,. ....... , J ~~ . \' r, ,.,. --' ---- r.- -r .... . -;.-:.:' '!":'.._._'~------.~. ') 1,1 )( COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE (' BUREAU or INDIVIDUAL TARES IM.HIlAMef tAlt II1Y1SIUH Pt11t. 1110&01 nANA I SlUNG IliA I/llll- 0',0 I NOTICE or INltEQITANCE TAR APPRAISEltENT, ALLOWANCE OR DISALLOWANCE 01' DEDUCTIONS AND ASSESSltENT or TAR WAYNE F SHADE ESQ 53 W PDMFRET ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-31-1998 LOWER 08-14-1996 21 96-0672 CUMBERLAND 101 Allount Re"itt.d * '''-Ihlll ". I"'''' ANNABEL R MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER DF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RiY:i!ic,TEX-"FP-iiiij':97riioTicE--OF-YNHEiiiTAiicE-TA'x-iiPPiiiiiSEHEii:r-,--"Li."'owANcE-ORn------n------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LOWER ANNABEL R FILE NO. 21 96-0672 ACN 101 DATE 08-31-1998 TAX RETURN WAS: I 1 ACCEPTED AS FILED I X) CHANGED SEE ATTACHED NOTICE If an assessment was issued previoUsly, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: IS. Allount of Line 14 at Spousal rat. 115) 16. AMount of line 14 taxable at Lin..l/Class A rat. (16) 17. A.aunt of Llne 14 taxable at CollDteral/Class B fate (171 18. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL I. Rool Eototo ISchodulo AI 2. stocks and Bonds (Schedule OJ 3. Clos.ly Held stock/Partnership Interest ISchedule C) 4. Hortgagas/Notes Receivable (Schedule DJ S. C.sh/Bank Oeposlts/Hlsc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets NO. 02 RETURN III 121 131 141 15) 161 (71 .00 18 ,261. 28 ,00 .DO .00 ,00 .DO 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule HI 10. Debts/Hortgage Liabilities/Liens (Schedule II 11. Total Deductions 12. Het Value of Tax Return 13. Charitable/GoVern.ental Bequests; Hon-elected 9113 Trusts 14. Het Value of Estate Subject to Tax 191 1101 147.00 .00 nIl n21 n31 1141 I Schedule J I NOTE: .00 X,OO: 57.146.26 X.06: .00 X ,15: liB I TAX CREDITS: PAYltENT DATE 11-06-1996 02-12-1997 05-21-1997 07-01-1998 DISCOUNT 1+1 INTEREST/PEN PAID 1-) 57.63 .00 .00 6.72- AHOUNT PAID 1,095.00 1,094.78 94.50 1.093.58 RECEIPT NUltBER AA146908 AA185163 AA211327 AA296376 BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-02-1998 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insure proper credit to your account, subnit the upper portion of this forn with your tax paynent. 18,261. 28 147 00 18.114.28 .00 57,146.26 .00 3.428.77 .00 3,428.77 3.428.77 .00 104.31 104.31 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIDNAL INTEREST. I IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED. If TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORIt FOR INSTRUCTIONS. I RESfRVATlOH: PlRPOSE Of' NOrICE ~ PAMHT: REF1JHD (CR)1 O!JECTlOHSI "OKIH JSTRATlVE CORRECTIONS I DISCOUNT: PENALTY I JNTEREST: E.tate. of decedent. dying on or b.fore Decaaber 12, 1982 ~- If any future Intlrest In the Istate Is transf.rred In po.s.sslon or enjoy-.nt to Class I (collat.ral) baneflclarlas of the daced.nt .ft.r the expiration of any Istata for Ilfl or for Ylars, the Co..onwealth h.rlby Ixprls.ly rlSlrv.s the right to apprals. and assess transfer Jnherltance Taxes at thl I.wful Cla.s I (collatlrall rate on any .uch future Interl.t. To fulfill the requlra..nt. of Section 2140 of the Jnherltance and E.tate Tax Act, Act 21 of 1995. (72 P.S. Section 91401. Detach the top portion of this Hotlce and sub.lt wIth your pay.ent to the Register of Will. printed on the raver.e .Ide. ..".... check or lon.y ordar payable to: REGISTER OF MILLS, AGENT A r.fund of a tax credit, which w.s not raqu..ted on the Tax R.turn, ..y be r.qu..ted by co.pletlng an "Application for R.fund of Pennsylvania Jnherltance and Estate Tax" (REV~1313). Applications .r. av.llabl. at the Offlc. of the R.gI.tar of Will., any of the 23 R.v.nu. DI.trlct Offlc.s, or by calling the sp.cl.1 24-hour answlrlng .ervlcl nuaber. for foras ordering: In Pennsylvania 1-800-362-20S0, outsld. Penn,ylvanla and within local Harrl.burg ar.a (717) 787-8094, TOOl (717) 772-22S2 (Hearing Jlpalr.d Only). Any party In Intere.t not satl.fl.d with the appr.I....nt, allowanc. or dl..llowanc. of d.ductlon., or .......ent of tax (Including dl.count or Int.r.stl as shown on this Notlca lUst objact within sixty (60) days of rec.lpt of this Notice by: --written prot..t to the PA Dapart.ant of Rav.nu., loard of App.als, Dapt. 281021, HarriSburg, PA --el.ctlon to hava the ..tt.r d.t.r.lned at audit of the account of the per'onal repr'santatlve, --applal to the Orphans' Court. 17128-1021, OR OR Factual .rror. dlscov.r.d on thl. .ss.....nt should b. addr.ssed In writing to: PA Depart.ant of R.v.nue, lur.au of Individual T.x.s, ATTNI Post Asse.s..nt Ravl.w unit, Dept. 280601, Harrisburg, P" 17128-0601 Phon. (717) 787-650S. S.. page 5 of the bookl.t "Instructions for Inherltancl T.x R.turn for a R..ldant Decldlnt" (REV~1501) for an .xplanatlon of adllnlstratlvllY corr.ctable .rrors. Jf any tax due Is paid within thr.. (3) cal.ndar .onths aft.r the d.cedant's d.ath, a five parcent (5~) discount of the tax paid Is allowed. The 15% t.x aanasty non~partlclpatlon penalty Is coaputed on the total of the tax and Int.r.st ass....d, and not paid before Janu.ry 18, 1996, the first d.y aft.r the .nd of the tax ean.sty p.rlOd. Thl. non-participation penalty Is app.alable In the .... .annar and In the the .... tl.a parlod .s YOU would app.al the t.x and Inter.st that ha. been .s..s..d as Indlc.t.d on this notice. Int.r.st I, charg.d beginning with first day of d.llnquency, or nine (9) .onths .nd on. (II day froe the date of d.ath, to the date of pay.ent. Taxa. which b.caa. dallnquent b.for. January I, 1982 b.ar Int.r.st .t the rat. of six (6%1 p.rcent plr annua calcul.t.d at a dally rat. of .000164. All t.x.s which bacaa. dallnqu.nt on end aftar January 1, 1982 will bear Int.ra.t .t . rat. which will vary fro. cal'ndar y.ar to calendar year with that rat. announced by the PA Depart..nt of Rav.nu.. Th. appllc.bl. Interest ratas for 1982 through 1998 are: ~ Jnterest Rate DaUy Interast Factor !!!r Inter.st Rate Dally Int.r.st F.ctor 1982 'OX .000548 1987 'X .000247 1983 lOX .000<'3! 1988-1991 llX .000301 1984 IU .000301 1992 'X .000247 1985 13X .000356 1993-1994 7X .000192 1986 lOX .000274 1995-1998 'X .000247 ulnternt Is calculated OJ followlI INTEREST = BALANCE OF T^X UNP^IO X NUnBER OF D^YS DELINQUENT X OAILY INTEREST FACTOR --Any Nottc. I..ued aft.r the tax beCDl.. d.llnqu.nt will r.fl.ct an Int.re.t calculation to flft..n (IS) days beyond the datI of the als.ss.ant. Jf pay..nt I. .ad. aftar the Int.r.st coaputatlon date shown on the Hotlc., additional Int.rest aust be calculat.d. , Rtv.WOlI\"" ". INHERITANCE TAX EXPLANATION OF CHANGES COMMONWE^L 1II Of' I'ENNSYlVANIA DEI'^",MENT Of' IlEVENUE BUR!AU 01' IHDIVIDU^L T AX!B DEI'T.2llOOOI lA' JU I'^ I \ R{)()()\ DECEDENT'S NAME FILE NUMBER 2196-0672 101 Annabel M. Lauer ACN EVIEWED DY Arcessla Byrd SCHI!DULI! ITEM NO. EXPLANATION OF CHANGES B H 3 Accepted additional asset. Accepted additional debts. ROW Page 1 c\ ....-:~: .- If:i , '- ~ .^ CL- m N L" :'''':1 ~ .:: :; Q~ <:C <: wet: P' ,,' ::; c: rJU /'..~ '~IJ t' ) "I,~-' I ~, BUREAU or INDIVIDUAL TAXES .....II'AHCI lax DIVISION DlIII.IAUII lWftllllUNO, I'A Hlre-oMI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' (I 'U.U""'" III.'" WAYNE F SHADE ESQ 53 W POMFRET ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-26-1998 LOWER 08-14-1996 21 96-0672 CUMBERLAND 101 ANNABEL R A~Dunt R..itt.d MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTEl To lnlure pro~r credit to your account, submit the upper portion of this fora with your tax p.~.nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY:Uijj-EiCAFP-lii3':m-------iiil.--iNHERiTAiic'E-iiiif-STAiEHEtii-OF-ACcouiii--iiliii--------------------- ESTATE OF LOWER ANNABEL R FILE NO.21 96-0672 ACN 101 DATE 10-26-1998 THIS STATEHENT IS PRDVIDED TO ADVISE Dr THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELDW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: OB-24-1998 PRINCIPAL TAX DUE" 3,428.77 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCDUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 11-06-1996 AA14690B 57.63 l,095.0D 02-12-1997 AA185163 .00 1,094.78 05-21-1997 AA211327 .00 94.50 07-01-1998 AA296376 6.72- 1,093.58 BALANCE OF UNPAID INTEREST/PENALTY AS OF 07-02-9898 .- . -' ,"'. TOTAL TAX CREDIT 3,428.71 .00 104.31 ID4.31 BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION DF ADDITIONAL INTEREST. I IF TDTAL DUE IS LESS THAN tl, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) PA YttEHT : Detach the top portion of this Notlc. and ....It with your paynnt .Mte paYablo to the n.- end eddr..' printed on the r.v.r.. side. __ If RESIDENT DECEDENT aak. check or .000y order pavabl. to: REGISTER OF WILLS, AGENT. n If tof~RESIDEHT DECEDENT .ak. check or ~y order payable to: COH"ONWEAL TH OF PENNSYLVANIA. REF1IfD (CA): A refund of a tax credit, which .... not request.d on the Ta. R.turn, aay tHI reque.ted by cQIIPhUna an -Application for R.~ of Penn.ylvanla InherJtenc. end E.tat. Ta.- (REVa13l3). Application. ar. avallabl. at the Offlc. of the Regl.t.r of Wills, anv of the Z3 R.venue DI.trlct Offlc.. or froe the o.p.rtaent'. Z4-hour ansverJno ..rvlc. nuaber. for fares ordering I In penn.vlvanla l-800-36Z.Z050, out. Ide Penn.vlvanla and within local HarrJsburg ar.a (111) 187-8094, TDDI (717) 17Z-ZZS2 IHearlng lapalred onlyJ. REPlV TO: Que.tlon. r.g.rdlna orrars contained on this notlc. should tHI addr...ed to: PA Dep.rteent of Revenue, Bur.au of Individual T...., ATTNI Po.t As.o....nt R.vl.w unit, Dept. Z8060l, Harrisburg, PA 11128-0601, phone (717) 787.6505. DISCOlICTI If anv tn ctu. Is paid within thr.. (3) calendar eooths afhr the decedent's d.ath, a flv. ptlrcent lSX) dhcaunt of the t.. paid Is allowed. PENAL TV: The 15% ta. .-nastv non-participation penaltv Js coeputed an the total of the ta. end lnt.rost a.sa..ed, end not paid before January 18, 1996, the first day after the end of the ta. aenesty period. INTEREST I Inter..t b charged beginning with first day of d.lInquency, or nine (9) .onths end one (JJ day frOll the date of death, to the date of pav-.nt. Ta... which bec..e delinquent before January 1, 1982 boar lnt.r..t at the rat. of six (6%) percent per anI"IW calculated at a dally rah of .000164. All ta... which bec... delinquent on end after January 1, 1982 ..111 tHlar lnt.r..t at II rate which will vary fro. cul.nd.r y..r to cal.ndar vear with that rat. announced by the PA DltP.rtaent of Revenue. The appllcabl. lnt.rest rat.. for 1982 through 1998 IIr.: ~ V.ar Int.r.st Rat. Dally Int.ro.t Factor V.ar Int.r.st Rat. Oally Inter..t Factor 198Z ,oX .OGa548 1987 9X .OaGZ47 1983 162 . aGa438 1958-1991 llX .aGanl 1964 llX . Ga0301 199' 9X .000247 1985 132 .000356 1993-1994 n .000192 1986 lOX .000274 1995-1998 9X .000247 .alnt.r..t Is calculated a. follows: INTEREST c BALANCE OF TAX UNPAIO X NUIIBER OF O^ YS DELINQUENT X DAILY INTEREST F^CTOR .,' ..Anv Notlc. Issued aftlr the t.. tHlCDMI delinquent ..111 nfllct WI Int.r..t calculation to flft..,.. US) days beYond the date of the a..uuont. If plyeent is aade after the Int.r..t c~t.t1an date shcNn on the Notlc., Mldlt10nel Int.r.st llU.t be CllculatMf. IJ ;':0. ~ S" COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT C', * BUREAU OF INDIVIDUAL TA~ES U.IUITAHC[ tAX DIvISION DlP1. ZaottDl IWtRlSBUWG, PA l7lla-ObOl WAYNE F SHADE ESQ 53 W POMFRET ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ",.1''' II tI. III-tll 12-14-1998 LOWER 08-14-1996 21 96-0672 CUMBERLAND 101 ANNABEL R Atlount R."l U.d MAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTE: To in sura proper credit to your account, sub.it the upper portion of this for.. with your tax pay.ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEY:i60TEX-"FP-iiii-:97y------iiilii-iNHERiTAiicE-fiiiCsi'iiiEHENf-oF'-A"CCOljiii--iiiii--------------------- ESTATE OF LOWER ANNABEL R FILE NO. 21 96-0672 ACN 101 DATE 12-14-1998 THIS STATEHENT IS PROVIDED TO ADVISE OF TilE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAR DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT DR RECORD ADJUSTMENT, 12-04-1998 PRINCIPAL TAX DUE ,-------------------------------------- PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) *** SUMMARY OF LL DDS PAYMENTS *** 11-05-1998 57.63 11- 05-1998 111. 03- 3.428.77 AMOUNT PAID .00 3,482.17 TOTAL TAX CREDIT 3.42B.77 .DO " . . ... - ~ BALANCE OF TAX DUE .00 INTEREST AND PEN. . IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I TOTAL DUE .00 PAVtl:NTI Detach the top portion of thb Notice and sUb.1t with your pay.ent .ade payable to th~ nue end addre.. printed on the rever.. side. If RESIDENT DECCDENT .ake check or .oney order pnYable to: REGISTER OF WILLS, AGENT. If NON-RESIO[NT DECeDtNT .ake check or IIOMY order payable to: COHHONWEALTH OF PENN:iVLVANIA. REFUND (OR): A refund of a tax credit, which WBS not requested on the Tax Return, .ay be requested by co~letlng en "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REY-1313). ApplicatIons are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices or fro. the Depart.ent"s 2~-hour an....rlng service nuabers for foras ordering: In PennsylvanlB 1-800-362-2050, out.lde Penn.ylvanla and within local Harrisburg area (717) 787-809~, TOOl (717) 772-2252 (Hearing lepalred only). REPlV TO: Question. regarding error. contained on this notice should be addressed to: PA Depart.ent of Revenue, Bureau of Individual Taxe., A1TN: Post Asse.s.ent Review unit, D.pt. 280601, HarriSburg, PA 17128-0601, phone (717) 787-6505. DISCOUNT: PENALTY: INTEREST: If any tBx due Is paid within three (3) calendar .onth, after the decodent's death, a five percent (SXI discount of the tax paid Is allowed, The IS~ tax aanesty non-partIcipation penalty I. coaputed on the total of the tax and Intere.t a..e.sed, and not paid before January 18, 1996, the 'Ir.t day a,ter the end of the tax aane.ty periOd. Int.re.t I. charged beginning with fIrst day 0' delinquency, or nine (91 .onths and one (I) day froa the date of death, to the date of pay.ent. Tax.. which becs.e delinquent be for. January I, 1982 bear Intere.t at the rate of six (6XI parcant par annua calculated at a dally rate of .000164. All taxas which baca.e delinquent on and .fter January 1, 1982 will baar Intore.t at a rate which will vary fro. calendar ye.r to calendar ye.r with that rate announced by the PA nepart.ent of Rovenue. The applicable Intere.t rate. for 1982 through 1999 ar.: Year Inhras' Rate Dally Intore.t Factor Ve.r Interftst Rata Dally Intere.t Factor 1982 ZOX .000548 1988-1991 llZ .000lDI 1983 16X .000438 1992 9X .000247 1984- IIX .000301 1993-1994- 7> .000192 1985 I'X .000356 199$-1998 9X .00024-7 1986 lOX .000274- 1999 7> .000192 1987 9X .0002~7 --Interest 1. calculated a. follows: INTEREST = DA~NCE OF T^X UNP^ID X NUnDER OF DAYS DELINQUENT X D^ILY INTEREST F^CTOR --Any Notice I.sued a,t.r the tax baco.e. delinquent will reflect an Intere.t calculation to flft..n (15) day. beyond the date of the a..e...ent. If pay.ent I. .ado eft.r the Intere.t coaputatlon date shown on the Notlc., additional Inter..t au.t be celculated. c:::!..1 _C/ll - U ''/.L STATUS REPORT UNDER RULE 6.12 Name of Decedent: Annabel R. Lower Date of Death: August 14, 1996 Social Security No.: 204-28-1716 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 -1L No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes -1L 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 -1L No (d) copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: September 30, 1997 wayn~~~d~ 53 West Pomfret Street carlisle, Pennsylvania 17013 8 Telephone: 717-243-0220 .' Counsel for personal representative