Loading...
HomeMy WebLinkAbout96-00723 {l ....( 0 ::t <..J Z <( t) - r<J t(' rr::' N <::) t" ~ I ...::I ..... 0'" 0 Cl <r" ~ - CD ClC r.J tIJ .. tiJ r D ~ . ':S 0 .... u ~ VI Z l.U \LLI :z. ~ , P.ET~'I.}~~~ I'.VI~ I)~(>BA;'.'E nnd (a~A.. N'~.- 0.1' I,E'~~I)~.R..S hsl"II'I!1 ;) !{;^.f.::J,; II, /rl lei/o( .' No. J.I ICfq(p 7l.3 tllso knoll'lI (h . I 0: ~' . Reg;,ler or Yills r"t 111<(. J! . /I.I.'l'~"\l'.'" ('011 Illy or.. U:lli l/l{ (.t(,(I~jn Ihe Sod", ScclIrily No, I.J03 J (I I/I/.? G., COlTllTlollweallh or Pellllsylvania The 1H..'tiliol\ ur I Ill' uIHil'I'~iglll'd f"\'<"IWl.'llully rl'pn:~el\h that: , Yom .IWli~h111l:l'(q, who i.,/ure IH Yl'ilf" 01' ll!!l' or (~dFr, a.'.l, Ih.l' :~:>d"\:lIl.,(}i!...~!_,.n ___.'"_ ._.__...._...m_..._.. nfJJjl.9~ Illllle lasl ,will ollhe ahovll~e>i"dl'lll, daled CrU(./ir.>-_.._....._, 19..7'.3. alld codlellls) daled )J; 11 . m ......, ......_ '...~_m.__.__.. .'..---l..-.-----~....---.-.--.- (~lill(' 1('11'\,1111 ':ifl'IIIll'lil';1" (',f', rellljll'ialllllJ, lkilth (~r l'\CI'lllur, ('Il'.) lJee<'lIlkIlIIlIIS domiciled al (klllli ill Ci,ti.j.:(l~)f'J1;t(( ";J..~jljllY, P~!}llSylvallia, wilh hJf2. /), la,1 r,;)llilYl1l p~l1eipaJ,lesidL'II)<' al,~:J(f..,,-(.M<'<.. -;"jt:k'.~-'-"7f,'-rA: /i ./J. f/z _l'rp',.t.1.l.Cft,U/(Llf:t,t.CII\Q(7 . '::'/.1~1.7. .<2'7..0, ,,:_,A2(.9LQ.<.:Jt...:::.,-l'I~-tff({ {(I' w,t a,t .. (Ihl ~ln'l'l, 1111 III hl'l and 11lI1fl(19ali1Yl (J / 1l(-ee~>1\1 Ihtn ? j}... . ):SiYs of r' diC}l~rlf't?'i'I/;.gi.,'..4J.-----, I LftL. '11 .. <.:;>di.! ~ISlh.. _ \.2f1~e. /ll.e.(.I"C)u.~(ltl([lat1!:!'m../-:4...._.__-,-_. 1:,.,eepl liS rollows, dewdl'lll did nOIIlHII'I'Y. was 1101 divorL'ed alld did 11,11 hav<- a child born or adopted :~::'~:1I~'1~~~'~:::~1Il o~#111 olTe,ed 101 p,oi~"e; WaSI1<l~le_Vil'llIllO~' ~llil::~'~..\.\iI'~::~cr adjlldiclllCd IleL'<'llli<:Il,1 al dealh oWlled property wilh eslillHlled I'allll's as rollows: I) ~ ,..I<:' (11 dOIlIlI'lled III I'll,) /\11 pe'sollal property $. f/jJ..Q..! () ~\ (II' not domiciled ill Pa,) PL'I'SllIlUI property in Pl'llllsyl\'Hnin $_~..~_______ (II n,,1 domidled in I'a.) I'mlllllll p,operty ill COlllllY $.......__... VnItIL' llf rcall.'~latc ill PCllmi-IY.illliH _ $.___n__.._.__~__ silllaled II' 1'011011": "./V(j'11,..~ . ............._... ....h_.._____._ II IILRLI'URL, petiliolle,ls) ,espel'lrull) r~q}leSI(sytlle ..J"rollf!19 or the 11Isl will and codicil(s) preSl'lIled h<'l'Cwith alld Ill<' granl or klier', . ~)tf.<' .....0.// f..fIYC.Y5'Ji...-._... 111.!\lanW1Hary: adminl'l rall(Jl;!"~1 ,a.; adll\illl~frlltinl1 d,h.n.c,!,a, 1 I hl'!OI1, ~ L {fP~~ I~">z~-~-t.~~;~~~ ';1[/, '7TJ.:;Ptf. el!)j, '/2!t(((' I 'il TU> ~ J'-L:"...l:"-..'&...,.li 7- ~ !'111JJJ~{f2;p /fi /7 (.l( 9h'f,\,(l. t. L~l <,r<.(~-.;.I!.,,-..L:2.L,:>~L r 'II?- '/3 '/~Jj'(/'7l,.~1., ;~\:{'U':',';~___...._ ~, }, ,-_.-_..._--~~- . .._---~.~--_._~--- OATU OJ.' PEI~SONAL REPlmSENTATIVE C.OI\lMONWEAI.fP OF r".:i'<NS'. I..V.A.NIA COl'NTY OF C.-onl"(do/l(.IL,,,. I , ss ]"" 11Il' Pl'liliolll'l(,d ahl)\l'"lI;lI111'd "\\l';I1(-.) 1'1 UITillll(\) thai thl' "li\(Cl11l'nlS inlhc foregoing pClition arc Hill' dlld ~'il' Il\'1 l\lI11\' Ill',l (11 Ihl' kiW',' kdl~l' alld hl'lid or p~'lili{llll'!("') nllfllhal a~ I'cr~onllll'cPl'cscn- lillill"I':I "I I Ill' ill"'\L' <Ie"L'dl'lIll'l'lili""''1I''lIill \1t'11 ')'Hlr"~'dlllill~S~:r;1~~~: e.~\(~c aC.l'l..lI'l.I,i."g."10 law. S\\t.."II {,I 0' iltllllllL'll. il,"1 "iI""III",d (..,'jI'tfiLliC/:/.' ~~. . .j _ " ~ _I>SII~III;I'~~MNI,~l", J Oth 1./.1S9'ti I V~ ..\... (. v:.:- L~}.. , ~ 71/(1 \1 L(\/~{ I~ ( J IiJL \ /1)1/1 )~. U(:11- . ' ~ r-1A..RY J.:, 1;LW1., r I' I I I' ~ \1' .\ (" I'~~ ''I IZ[;'I ,. a - i I \ , \ \ I I I i I J c, \ : \ \ , \ 1 No. J,.L~(1g.l~L:-_1J-h.- Estate of J'n L' .y_ VcJ_'a-.~"il.JY ~,-lL'..c-.2 <; -"- ,__I Deceased DECREE 01' PRonATE ANn GRANT m' LETTERS AND NOW __._.5.E:I''l'f'MI3Ell.h2..- _ --,.-- ly~9_L in considcration of the petition on the reverse sidc hereof. satisfactory proof having heea presented hefo,e me, lT IS DECREED that the instrUlIlcnt(') dated..__.--_JJ cCuL(c'c;..:L '}') ~ _-r---- d.." lbod ''''''''1,'''''. i" '" '" "",,"" ,,' iii'" "r"",,' " ,im I""~ will 0' - '" "f< " ,-.- _ 'i!:\, t,ji.'='_...-:2-L2-----.-------------------.-- : d L tt r ._.,...~ S.t, IA ,,\ "v"'-' " f2. '-,\. / an e e S,l ,- ::.t'-'-",J'.':l.-...-,_Y~ o,='-'----~--_.-~--:-- arc herebY granted to Js~::!!S:,.Y.._'.1. t k .1l.,,-.1:/..>' ( h c' I L.fr~.::.Il..J.' '-I v,l. \ I V'L --.- lip, ~.l +-z. " t:-. ~ --- -------- .----. ~~"'1'Yclf, m ()l!JlW LEWIS _C", Register or Wills -~Hr MARY C. FEES Probatc, Lcttcrs, Etc, "..,.". $~ 2!) .QQ. Short Certiflcates( 2) . . . . . , ... " $. 6....011 x.paqe% ---o;~o R,enune1atlOIl ",.....,.,.,.., $.----- .J.CE-~ $---5-..0.0. TOTAL _.c..- $_Q.OQ. Filed .,., ,$Eli''l\B1M.BE,R .;12., . l,99,6 . . . . ----- ATTORNBY (SUP' Ct. I.D. No,) ADllRBSS PHONE 29 ~~,q:" ';lJ ~' [' /,6 ("Pi UJ t=8 ...;.10 o "''0 .'t! lW f<J D V'l LETTERS ANDORDERWrJRE MArLEP TO THE EXECUTOR K(-l-IrJ(" 11-1 0\cMl)~..s li,t, ""'.1111', 111;li 1I,I 1111'illll'!!.'III.'-11 l'I'ill ", ,!""I" 1"\(,111,(1"',11,'1 111("lIli'III,11 'IIIIIIL,.I( "-dlIH 1['1" II 11,11"11 "l'!'! II "11 II' 'JIII'IIIII 1111111',11(.(.1,1",1111,1,11\ Illt'l\ '.'illl, (11" .1"- ,I,i' \ II d I: JI ,I. { II! I'; 1", 1'11111111\ II! I dUIF, WARNING: Ills IlIn{1nllo dl/pllcnlo Ihis c:opy by pholostat (I( photograph, Ntl. ;,/1'"'''''''' /i(ii:~(~\~.'1 ~ffi;li5~ A'~.~"" " '<~~~\~ ~. i" ". ' ,~<;;;:, !f ,- . '.... . ~ ,,,, -- ~. ' .b. ~~ ,'; 'Ii g~.. :?(.fi(Nl U\ ~~~~i' "1/((111111 ",,{-'- &~~UI~s~~~~r hT tllllhi.. (('11111(,111'. j,,'_l)(l 3782957 S[P 0 6 1996 Dalt fW<;V17 I. COMMONWEALTH OF FENNSYLVANIA . DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF OEATti NAAlE OF oeCl!OEHT(f~.. "'o()(It, l"'-I I. f>brris AGE I\Ul lklh'MI'I Nichols ." .. male SlAl'I"'U~""'A SOCIAl SECURITY NUMef.R I, 203 - 10 9736 OATIOfDEA'IHlr.I(ntIo.~.'_) .. Sept0.mber 5, 1996 PAl'l Of IiIRTH IMo,"Ulo.yllMll 8lRTHPl-ACIICIyI/>d ~.2!=-!HICI..lX*r<lr"4""'~""''<:loOl''!!I<lhtr'" 'ltiIj,l)IflX..."CW~'11 HOSPITAL ~T"'. . I PA I~...-..D E~..,...[J DOA.O rt="O ~~ rll s )urg .. YNMtEIMoot"'IIM>or' QI....lIlttl.....af\lXlltJitll ]~ HTOfIHlS'WUCOAIOIN1 HuIR'I-.-.nMr.-~CWlI/l 4 &ttaw St. toqllWl,lIl.olIrlQf\Iwl tiC ~\%f~~f~llIr ~~~k)tf tt~~~:~~~;::r .....K1 ,.,0 ~~ ~"~(jI wi8&v~#Y' lTI.al&l'-Eenns~__ Old 110.0 __.~lJttcItn ""- .... 11tl cwrty-.Cumberla.nd.. "~f 11..00 :t..n~oI-..NmLCu.mbel:la.uO I.tOTHEfl'SNAloIllf..1 r.ldII""",*'SurI\ln\4I ;,a Pl'~""T'8."""" .......,...." """""". ""'. t._, 'lU N, lnd St., Harnsourg, PA I't.AClOfIOIS 11ON.H<<rlltolCClNl~CICINQy L UlOltwlPllc:, =;'10 2L-,~" cou~ty Of ('E.(fH Cumberland New Cumberland ~~CfQ(NT'a UIUAlOCCU!W'1Qtol IO,..'-<<lolo.o:Jl~~<M"'O"'" oI"f1"~f"Il".<lDl'IO(uM"If~1 Welgmnaster ""- Ot:CfOfNT'IUAli.INCl AOONII(5/l'" CIty"-, ~.l"~l 324 l'lJtaw Street New Cumber] and, PA 17070 It f,lQHE~I~~;;:I;i;ki. lUll It furris _ it*0AMAN1"~n'PfIIPll"ll\ ennet.h ";HOOOI'tllSPOSlllOH 1l....1l.,Kl e'tlT\lIlIltlD ~r",*,M_ IUNO Of 1lU$IHUSllNOUITRY' 1 SUfMVlNG ~Si III"', Qrrlfrl><ldwl,.....1 Steel Production OiCIOINT'I AeTu~ RESIDENCE (s.~\ICl<lf" 1)Il~""'1 A. Nichols, Sr. Cawan A. ONE Of OISP081T~ (l.4onW1,o.,,'lIIitl o .e~emb.er 9, 1996 LlCfti6EHUl.4llEfI ~ 0 tJl ).!.CbL ,~Mham..,'<l I""'. .~~tii'*' 17102 .- .,~CocoI nue 1 Cemetery HAWt ANOAOOAe&l "'MClLITYPart H ..., "J (Iw.InIlo.,,_1 __'''"_bIi~~lIy TItoltOtlOlRH ~RfP ,*lOnoohQpt~"~*h '3,'lJQ" ".Nltrl: 1"..,!"'_...I,...,....I"OfOOlOl(llle.I_~OIUNli~~~t(II~f""'~Ol l...Ol'I1Q""~.....I)Il...;/\".. 'Mot/;: RE~EMIIPlO...EDlCAl.elVJ,j.Hf; .,...0 ij[, ..0 ...;; u W<lIfC Of 'HplIIDfy '" . hD\;~OIl'1tanltu. AA:nlrMl. ....."""t>Ifw_ l,,"",o\O/lllNlh .~- I , t. , +-- , , _I... .. TIWEOf'IK./URY Mln'l ~~~~.OMlh.CII.1 1IQI~"IIIl'lrJ"""""_QIYtI\II"",,"1 1MW100l"TlCAUlllh\oll _OtCQiUlOUll '~"l/oNIIll.-_ ._V!(,!!~", .( I.~. __. QUI! TO!OA~cit.jfiof(;E'5-Y' I :=-:=:;,~c:::::: _===__._u d _.._._. Wifii"MiT6Psv'IHOIHGI N.II.lVeL[PRIOfITO C0'4/"lfTlOHOfCAUU OI'DtAnt1 OAfn Of INJURY IMQI'" l~~ lit..) INJURYM~l(' DlSCRlNi toNlNJUAVOCCUMrP ~"'tQ(>J/lIO(" '''l'j'.'"'''"'ll~~'' _fnf..UNf'lUtlYIHCI c..utft\o-.lIf)1""'~r h1~.1......-'O '~"''''''''llAIY .....iNAUitWiY.. I'lflfOfWf;O? MAHNf;R OJ PlAl'H r.f ttQmlelllt 0 .4<<...... [J PtI\dIn8"'.....'OlI1oo CJ "" [] ""~ '" I.J "" d' ...... II """.""..~,,,..,, [J ~iiJUA"";o;;;.-.,..,,;Ni:.....,;",,. ....JiOC,,""...~"i;,,;.;.....;;. :ni;ii;iic"",~otV,;'.: II ~-"."Clr.p.:~'l flQ,Z~" ~'ZD7':" :z~~" ~-....' 'CI,.TlnlNQ 'HYMIAH If''',......"(..",,V'\l '"'''' <II "'''"' 'lOt,... "101I'" "",u;III1I"II~f)I...i/V:t<I(lulh Inti em>r"'''l ~.l, nl T.........I 01 III, ~no.*'''', 1IN11h~(Uflttl......Ihtu-uMtI,o\AII"""""'M ,1.1111I ",. _...."..,.,. ..,.."..." "l:ft._~~!-,I~~)~;~:.;'- --_- JD.~,~ i_~~"'_ A;~}ii~ ""*_ i----_- '~~...~~':,~~~~~~~~:~~~rJ;;=,';:~~x;~~':.:f~:~:.~~:~i'~lIl"'~~:',..11"N, [.') tIlt:..!.. 1" ~~. llL_ l. "{{." _ 'MJ.lEA.NO.l.OOAf"OfH,"SONWUOCOl.ll'lr [OCAlJ Ol'otRH IlIlIm/ljTtpeOff"IfI! ,/f1..u....r.J i,'/ i, '{I'( '''Il>>C''lU~hlIN.RICOflONUI "",4'-011" , 0 "'.. II. ~:~~~b:~:I::~I~~I~Uon..flGIo)f ,'n~""~.Uon.ln "'y ~P~".IO~:~~~~~~~~:I.~~ ~~ l~ ~l~', ~~l.., ~~.pl~~: ~,~~~ ~~~~~ ~~~(~l ~ [' ,I /pt '- n;:,... s, "'U""~""~;'.j[ij,,,""",~:':"-_ "" ~ ------,..." '_h_"_~____.j;i/~I.I;_I_ ~~n",o,",;-.;-;;;;.;"......u"";t:. I.,t~___, p- +->>l~ L':~ ~~_. -____ .. '__, ______..__. .. ~!'d_=+L2:?...__---_.,,-_.____ .___. ...... '" 0 ..r] ldi.!!.T....l:illJ.L...lItfIL.:rESTAMElIT Q[ MORRIS A, NICHOL~ I, MORRIS A. NICHOLS, of the Borough of New cumberland, cumberland county, Pennsylvania, do make, publish and deolare this to be my Last Will and Testament, hereby revoking all Wills and oodicila by me at any time made. ITEM 1, I direct my Executors to pay the expenses of my last illness and funeral expenses from the property passing under this Will as an expense and cost of administration of my estate. ~~, I give, deviss and bequeath unto my wife, EVELYN E, NICHOLS, absolutely, and in fee simple, all my property, real, personal and mixed, of whatsoever nature or kind, and wheresoever the same shall be at the time of my death. ITEM 3. In the event that my wife, EVELYN E, NICHOLS, should predeoease me or if she and I shOUld die as a result of a cornmon disaster or under such oiroumstanoes that it is diffioult or impossible to determine who died first, 1 give, devise and bequeath all the rest, residue and remainder of my estate of any kind whatsoever, real, personal or mixed, and wheresoever situate unto my children, ROBERT A, NICHOLS, KENNETH A. NICHOLS, MORRIS A. NICllOLS, JR., TED A, NICHOLS, MICHAEt, A, NICHOLS, PATRICIA WALTERS, NANCY KEELER, KATHLEEN HOFFMAN and CYNTHIA KREITZER, equally, share and share alike. In the event that one or more of my children predeceases me, then his or her share shall be distributed among my surviving children in equal shares, ITEM 4. I hereby nominats, constitute and appoint my son, KENNETH A. NICHOLS, and my daughter, CYNTHIA KREITZER, as Executors of my Estste. In the event that eIther ie nominate, oonstitute and unable or unwilling to serve in this/capacity, I then., .".", 't~. ~..'" '~.,,~ iii 1/ CJ 't, .x ",~ 'rr- ~.,. -) I' " . . L ~Jt" ~ '7':'~IQ~ j ':\1 ~ .' ";"'-'.~I'!' ',: ~,r;:; 1,: . ,~,' 1Il ,(~ 0\ .E-.,) 4 '11' '!, -I /'.~ . l. 7 ,:_.':'1 :', ~- .~ , ~-'1~'! .. j "1- ill' '" . ,1'-;-- ,-'" ~ -r," _ _ ,'~ r ; c" '~.,' .., :;$:./'- --;M .", ~ ,1'\ _i:-J4~'" J' ~ "..".... ~, ~ ..,~ , ;':\" ~ ;, ,..._'.J I l "... \> :..sf. ", -fl ~~ ,; , _ j m=," I' ~:: " ~. ~ , , ..~)~1: 'f ~" ...\~ L f. .' "..", :r q- ',' '0', " Z , :> ...., :!: 0.. '.-; '~ .~ . , , I'- " ~-l 1;": ;;18 ,..., ~ \~'lI>l .. ~ ;,ill ,I' e.!) 0:: 1!4 ::J ... en (j"" ... '* 0:: 0:: ~ -. .' ~ - ,". : <l~ ... tit,;../, '" .. ' r-... '. ..' ()) , CO ilfl i_lti'.,"!,:.l '" ,'; ~ "". ;/IIl ~ .. II' .. .. q- .. i~, . ~ . .. .. ..A Jf ..l i..6' ~ -= I 'tb .., ., - e ~ IlfI) It: IlL .. .. .. .. .c:I .j.J .. .. (\) i:Q II .. ::: .. . filii ~ ,. ><.j.J . I': (\) ", o (\) ~ .c:IHO .. .j.J.j.J~ .. CiUlr-- < ~ .. .j.J tlIIII 4-<1':< o 0 i:>< H 1'If" 1Ilfz.. . - (\) 'tl'I () .c:I~ {All1 'M .j.J ,. 4-<H.c:I .. 4-< 0 III o Z'M .. ('J", , 1 ~:;.. r lfil' .. ) 1"0"1'1 . U 11l 0 11l .. ...~= .. II ,,. .. uta ... .. II ", . - (\) III '~ o .c:I .j.J r-- I-i (Xl !:1 M o M U(\)I I-i 01 1Il><11l~ ..-/.j.J!:10 ..-/ I': O'r-- 'M!:1 tIl ~ :i:o U(\)< 4-< III i:>< O'tl ::l I': 0 . I-i I1l.c:l (\) (\)..-/.j.J ..-/ .j.J I-i Hill III (\) ::l'M 'M~ 0..-/ '" U H (\) . 11l A::U~U . , , in:) 110 /- .~D4 'J R(V.1500 EX+ (7.94) w ,.. ","'''' (.,)a:~ w"u :ccg u"'.. ~ I ,) (' I ,~... ..' .., c.,"~ ,.. 15 co w u w co ! ,; INHERITANCE TAX RETURN RESIDENT DECEDENT COMMONWEAlTH Of PENN"'VANIA (TO BE FilED IN DUPLICATE O[PARTMENT OF REVENUE HARRlsfJiU~O\~:'O.p601_._ WITH REGISTER OF WillS) C03'N\YCODr, OfCEDHH'S NAME [LASr, fiRS!. AND MIDDLE INITIAl) . -rD[CrDlNF:. CO/tlPL'"tWAG6ill', Nichols, Morris A. 32~ ButdW Street flOCIALsECURIIYNUMBfR --TOA1(Of(){AT'rt "loAH-Of-iiIRlll '-1 New Cumberland, PA 17070 203-10-9736 -----19-5-96 ]-26-20 .-J!:"'"' Cumberland 1'~"~""II"V1V1"V ,"OUII" "'M'I"", "All ""M'''" '"'''''1 ]'OCIAl-'-'CURI'YNUM'ER :JAMOUN'R(C'iVEDimlN'''UCIION'1 0723 NUMBER ~i~ I FOR DATES OF DEATII AFHR 12/3' 191 CHECK HERE IF A SPOUSAL POVERTY CREDIT IS ClAIMBO [J FILE NUMOiR--'" 1996 YEAR DJII. 04. o 2. SupplomonlClI Rolurn [13, Os, o _6. T 0101 Numbor of Safo Depolil 8oxoI llmllod Eslalo Romaindor Rlllurn (lor dOlO. 01 d.olh prior 1012.13.62) Fodoral E.tolo Tax Rolvrn Roquirod Original Roturn ,,.. "'% ww "'co or% 00 u.. o 40. Futuro 1I110rosl Compromi$o Ilor dolo. 01 dOPlh ollor 12.12.621 rn 6. Oocndonl Died Tostoto 0 7. Docodent Mainlolnod a Living TrUll IAllach copy of Willi IAllach copy 01 T rO'11 AW1CORRESPONDENCE<AN DI'CON FI DE NTIAC1TAXlI N F,ORMi\ T10Nlsf10U CD! BE~DIRECT5D I.TO i~~!~llillH\'m .'mll , NAME COMI'LOE MAllIt~G ADOR[~~ Kenneth A, Nichols 1710 North Second Street tm't10N' NU""'larrisburg, PA 17102 (Zl? 1238-9108 % o ;:: :5 ::> ,.. !:; '-' ,~ a: I. Roal EllolO (Sch.dol. AI 2. Slock. and Bond. (Schodulo B) 3, Clp.oly H.ld SlacklParlnorship Inloro.' (Schodulo q 4, Morlgago. and Nolo. Rocoivobl. ISch.dulo D) 5. Cash, Bank OepO$ilS & Miscollanoous Porsonal Proporty ISch.dolo E) 6. Jalnlly Ownod Proporty ISch.doln F) 7. Tranllor. (Scn.dul. GI (Scn.dolo LI 8. Total Gron Anols (Iotal Uno, 1.7l 9. Funoral expenses, Adminhtrollvo CO$I$. Miscollanoovs Expon.o. ISchodul. HI 10. Dobl., Morlgag. llablllllo., llonl (Schodol. I) II. T 0101 DodoClla" (10101 Lino. 9 & 10) 12. No' Voluo 01 Ellol. Ilino 6 mlnUl Lioo III 13. Charllobl. and Govornmonlol B.qo'II' ISch.dol. JI 14. Nol Volu. Sob loci 10 Tax (lIn. 12 minu. Lloo 131 I~. Spoo.ol Tranl!ors Ilor dOlO. 01 doalh allor 6.30.94) See Inslrucllons for Applicablo Porcontaoo on Rovorso Sid.. (Includo voloo. Iram Sch.dolo K or Schodolo M,) 16. Amount 01 line 14 taxablo 01 60/0 ralo (Includ. valu.. Irom Sch.dul. K or Scn.dul. M,) 17. Amount of line 14 laxablo at 15% role (Includ. valu.. Iram Scb.dul. K or Schodul. M,) 16. Prlnclppllax duo (Add lax 110m lIn.. I~, 16 and 17.1 19. Crodih Spousal Povorty Creelil Prior Poymonl' + (I) ( 21 ( 31 ( 41 ( 51 ( 61 ( 71 --0- -0- -0- -0- 4.~01 7q 6,918.15 -0- 7,807.48 ( 61 11,121.94 ( 91 (I 01 2D.,.A.2 h 1 ? 111) _28,233.80 1121 -0- 113) -0- (14) -0- (I~I (16) (171 x._= - -O- K .06 = -0 K .IS = -0_ (101 -0- (19) -0- (201 -0- z: '" ~ >- :::0 .. :E '" u S DiS\ounl InloroU + 20. If lIno 19 h groalor Ihon lino 18, onlor tho cJHloronco on llno 20. Thi$ i$ tho OVERPAYMENT. UO Chock, here'lf you are requeltlng a refund of your.overpayment.' R -0- ----=-Q.=------ -0- (211 (2IAI 121B) 21. Il(Vd'O<Il~+ 112-0111 I' .ljI}J~'9. Wtt COMMONWEALTH OF PfNNSYLVANIA INH~RITANC~ TAX iUlURN RESIDENT OfCfDfNT ESTAT'E OF _u_ _____._.__u._ ..-. Morris A. Nichols Joint tenQnt(.), SCHEDULE F JOINTLY-OWNED PROPERTY ,..,. - 'i:II.EN-u'w.Baii--'---"-'-'--'= 21 1996 0723 --_.~-_._----~~.__._----_._--,._-----~.__..__.....+--_._---.......----.,.-.. ._._---...._-~,-_.~----_..--------_. B, C. Jolntly.owned property, ADDRESS 1710 North Second Street Harrisburg, PA 17102 RELATIONSHIP TO DE~~_ Son -.- ITEM LEmR DATE FOR TOTAL VAI.UE DECO'S DOLLAR VALUE OF NUMBER JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT . 1. A. 7/93 Mark III Conversion Van $13,000,00 50% $6,500.00 2. A. 7/93 Wachovia checking account 836.91 50% 418,15 # 141758953 . I , . " . - TOTAL (Also onl" on Ilno 6, Rocopllulollo,,) S 6 918 , 15 ____~._.. ___..___.__.___L-._L:!-!.~ (If mora spoco is novdod imod additionul ~hooll 01 semf) sizo) ~(\'.1511 (Jl. t ('.~Ol SCHEDULE 1'1 I'UNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES .,' ....I>I.o.<l,oP.dnt or Typo -_._.__=--=~l~~E~~:~~-R 0 2~_3__ .~ y I~:it:)'>^ "w;/tlluJ. COMMONW[ALlIi OF P(NN5YLVANIA INHtlUTANl;E TAX RETURN RE5IDENT DECEDENT ESTATE OF . ---'- Morris A. Nichols ITEM NUMBER DESCRIPTION AMOUNT ._-~_.----~-------~-- A. Funorul Expon,os: 1. 2 , 3. 4. 5., Parthemore Funeral Homo (seo attached receipt) Gingerich Memorials - grave marker (see attached receip Emmanuel Cemetary Clothing for decedent Flowers for service $6,399.90 ) 60.00 350.00 25.00 40.08 II, Admlnistrotlvo Costs: 1. Po"onol Ropro,ontotivo Commission, Social Socurlty Numbor of po"onol Ropro'onlolivo: Yoor Commission, paid _ 2. Allornoy Foo, - Anthony T. McBeth, Esquire 250.00 3. Fomily Exomplion Claimant Rolollon,hlp .---- Addross of Cloimonl at docodont', doolh SIroot Addross City - SIoto Zip Codo_ 4. Proboto Foo, 43.00 C, 'Miscollonoous Exponsos: 1. Advertising - Cumberl.and Law Journal 60.00 2. Advertising - Dauphin County Reporter 55.00 3, Advertising - The Patriot News 59.50 4. Wake 300.00 5, Moving expenses 150.00 6. Mailing 15.00 7. e. TOTAL (AI,o onlor on lino 9, Rocopitulotion) $7,807.48 (If ",oro 'poco i, noodod, in.ort odditional ,hoots of ,,,,"0 ,Izo.) '/ /. /5/,)(;, -j COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE I' \./ ~".~ ,- ';~',' ~ 1.,1" 'fIij..J/'. .11'.". '4!". ~ BUREAU OF INOIVIDUAL TAXES INflUHIANCE 1A~ OIVISION DEPT, l80601 tlARRISBURGj PA IIlZS-OllO! NOTiCE OF INFIERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX R(V-n.1 n UP 101.") DATE 09,09'97 ESTATE OF NICHOLS MORRIS A DATE OF DEATH 09,05, 96 FILE NUMBER 21 96,0723 COUNTY CUMBERLAND ACN 101 [~~.=J~~l~~~~~:~...:~":'~j MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .... RHAIN LOWER PORTION FOR YOUR RECORDS ... R 'EV: is';;" fit "A F fi - [oj" :97 Y -N 0 Y iCE -"OF" "iNHEfl i;: At.i6 E' Y AX'. ;iP' PRA"i S E i'IENT', . "A l. row At.iC' E' 'OR"" -" -. -" - - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NICHOLS MORRIS A FILE NO. 21 96.,0723 ACN 101 DATE 09'09-97 KENNETH A NICHOLS 1710 N 2ND ST HBG PA 17102 TAX RETURN WAS, ) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST :'SEE REVERSE -- ---- APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1, Real Esttlte (Schedule A) 2. stocks and Bonds (S~h6dulft 8) 3. Closely Held stock/Partnership l"ntoresi (Schedule C) 4, Mortgages/Notes Recoivable (Schedule 0) 5, Cash/Dank O.posits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property {Schedul. fl 7. Trans1ers (Schedule G) 8. Total Assots APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expen$Q~/Adm, Costs/Mise. Expenso~ (Schedule H) 10. Debts/Mortgage Uebil it ius/Liens (Schedule I) 11. Total Deductions 12. N.t Volue of lax RehJrn 13, Char i table/Governmental Bequests (Schedulll J) 14. Net Value of Estat. Sllbjed tD Tax NOTE: If an assessment was issued p~eviausly, lines ~eflect figu~es that include the total of ALL ASSESSMENT OF TAX: 15. Amount of U". l(f at Spousal 16. A~ount of Line 14 taxable at 17. A~ount of Line 14 tQxable at 18, Principal lax Ou. TAX CREDITS: ._~~_ __._'__"__"_~m_.____... ...______~~.._._.....__ PAYMENT DATE rate l.i.neal/Class A rat. Coll.taral/Cless Brat. RECEIPT NUMBER DISCOUNT 1+) INTEREST/PEN PAID 1-) 1 Xl CflANGED SEE ATTACHED NOTICE III .00 (2) .OQ.. (3). ,00 (4) .00 (5)__.....L 697,21 16) 6.918.15 (7) .00 (8) _ NOTE: To i~sur8 proper credit to your .CCO~lnt I submit the upper portion of this form with your t&x payment. 8,615,36 (9) 110) 7,807.48 20,426.li:. (II) 112) 113) (1(t) ?A,/33 AQ 19,618.44' .00 __.l.9,618.44- 14, 15 and'o~ 16, 17 and 18 will ~etu~ns assessed to date. 1151 .00x,00, 1161 .00x,06, (171----:00 X .15, liB) ,00 .00 .00 .00 AMOUNT PAID - ~:~~:i:.:~,~,~=- -- -j~ I IF TDTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDn" ICR), YOU MAY BE DUE A REFUND. SEE nEVERSE SIDE OF TIllS FORH FOR INSTRUCTIONS.) . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIDNAL INTEREST. RESERVATtO~1 E.tatel of deoedent. dvlng on or betore D.Qe~ber 12, 1982 .. If any future inter.,t 1n the ._tete 11 tran.ferred In PQllel~lon or enjoy.ent to Class B (oollateral) banefJeJnr1,s of the deoedent after thQ expiration of any elt8te for Ilf. or for ye~rs, the COMMonWealth h.raby exprellly re.erve. the right to appral.e and alless tranlfQr lnh.rltenol TaMe. at the lawful Clnss 8 (collat,ral> rate on any suoh future Interest, PURPOSE OF NOTICE I PAVMENTI REFUND (C~) 1 OBJECTIONSl ADMIH UTRA Tl liE CORRECtIONS I OISCOUNTI PENAtTVI INTEREST I To fulfill the requh"lIanh of Seot10n 2140 0,4 the InherJtance and Estate Tax Act, Aat 21 of 1995, (12 P,S, Sect10n 9140), Deteoh the top portion of this Notice and submIt with your paYMent to the Regl.ter of Will. printed on tha raV~rll ,Ida, --Make oheok or ~one)f ordtU" payable tlH REGISTER OF' H~LLS J AGlENT A refund of b tax credit, which waf not roqu8sted on the T~x R~turn, lay be roquestad by compl.tJng un NApplloatlon for Refund of Pennaylvftnla Inherltano. and Estat. TaxN (REV-l~13), Applioations aru aval1ahle at the Offl08 of thCl Reghter of lUlls, any of the l3 Rev.nue DistrIot Offlc8s, or by oalllng the spedal l4~hour an.werlnu lervloe mHllberll for forlllll ordering I In PennllYlvnnhl 1-600-36l-20S0, ouhidll Pennlyivania and wJthJn local Harrllburg araa (717) 781-8094, TOO. (717) 172-2lSZ (H'Rrlng IMpaIred Only), Any party ln lntGrut not uthfJod wlth the eppr8lulllfitnt/ fll10wanclI or dIsallowanoe of deductlon./ or aUUIIlent of tax (Including dhoollnt or Interut> 8S shown on this Notlo. Ilust llbj.ot wIthin slMty (60) days of rloCllpt of this Notiofit bYI uwrHten protest to the PA 08pflrtlnllnt of RIlV.IlUI, 1l011rd of 4pplall, DIp\' 281021/ IlarrhburllJ P4 1711B-I021, OR .-.lention to heve the Ilathr d.\ctrMln.d at audit of the acoount of th. plI/'lIonal ropruentatl",e, OR ."'apPel'l1 to th. Orphan,' COllrt, Faotual errorll dlsooVtH".d on this aSSGssmllnt should be Addressed In writing tOI PA D'PllrtlllGnt of R.venu., Buruu of Indlvidulll fllxGlt, 41THI Post hSUlIlllDnt RevlRw Unit, n.pc 280601, Harrisburg, PA 17128-0601 Phone 017l 187-6505, S08 pagG 5 of the booklet "lnstruotions fnr r"hllrltllnOIl Tax R.turn for a Resident Oeoedent" (REV~150l) for" an RJoCplanatlon of adelnlltratlvelY corrootabl. "rort;, If any taM due 11 paid within thrn (3) oal.ndar lIlonths aHer the dllclIdent's death, a fIve pero."t (S%) dhcount of the taM paid I, allowed. Thll IS;': \8x IIlllnesty non~pnrtlclflRtiCln lJenftlty 1. oOlllputud on thfl total of the taJoC 8nd Interest auell.d, and not paldhefore JanUllry HI, 1996, the flrs't dtly RHor thll IInd Clf thtl tal( 611lnuty p.rlod, This non-pllrtlcJpation penal ty is appul11hlD In the IIUII IIIl'lnnur rand in the th. $611I11 t ImR pOl'IOd flS ~ou ~lCl'Jld appefll th. tax and interest that has bll.n a...ssod III IndJoatfld on this notlclI. tnt.rut it Chlrged b.glnnlng wlth first dny of delinquency, or nlll' (9) lIIonths and Clna (1) day fro. the dah of doath, to the date of paYIllRnt, 1'01<U whioh b~oallle dllllnquont bllforl JltnUllry 1, lIJ8l hllftr Jnt"ut at the fl!llt. of six (6%> p.runt p.r annlllll ealeuhtlld at a dllHy ret. of ,000164, All tllXQfi whloh beealll. d.llllquent on and aft.r January 1, 1ge1 w III boar Ir,'eru t I'It n rate wh loh will VlIl'y frail clllllndltr yltllr to en lendar year with that rat, fthnovnolld by thll fl4 DlIflnrtlllllnt :If R.vlInue. fh. nppllcllbl. lnhrut rlltllt f(11' 19t2 through 1997 nrlll '!!!r Xntllr.l.!..!!!!.!! n!'lllLInhr..t Fnctor !!!r Tnt.rut Rnte !l.ftllv Inttre.t~ 1982 20% .000S48 1'981 9% ,000247 1983 16% .000438 1988-1991 111. ,000301 1984 11% ,000301 1992 9% ,000Z41 1985 13% ,DOD3!>6 1993-1994 11. ,OOOln 1986 10% ,000l74 1995-1997 9% ,000247 uInhrut h oalculllt.d .. follClWIl INTEREST . BALANCE or TAX UNPAID X NUKBER or DAYS DELINQUENT X DAILY INTEREST rACTDR .-AnY Notiol IssUlld QHllr thfl tu blleo".. dtlllnqulInt will refl.ot ftn Intllr.st ol'll<:lIll'Itlon to fIfhln (1S) d$YI beyond thl datil of thll IUI,ulIlIlent. If fiftY_lint h _nde flft.r th. IntI/rut (lOlllputl'ltlon date .hown on th. Notice, additional Intllrut lIluat he clllcuhted, Code was sharing the Testator~s household at the time of the Testator's death. 7, The property owned by the Testator at the time of his .death was as follows: PNC Checking account no. 5140046855 Security deposit refund from Bethany Towers $1,656,65 40,56 $1,697,21 TOTAL 8, The property owned by the Testator at the time of his death, jointly with his daughter, Cynthia Kreitzer and his 60n, Kenneth A. Nichols, respectively, was as follows: Wachovia checking account no, 141758953 Mark III Conversion Van $ 418,15 6,500.00 TOTAL $ 6,918,15 * The full value of the Wachovia checking account was $836,91; the full value of the Mark III Conversion Van was $13,000,00, The Testator's share of the jointly-owned property was dlsclosed on the Inheritance Tax Return, 9, The following disbursements have been made from the estate prior to the filing of this petition: Payee ~ ~scription Am.qynt .~ ) Wake 9/96 $ 300,00 Miscellaneous 9/96 25,00 Flowers for service 9/96 40,08 E~nanuel Cemetary 9/96 Burial expense 350.00 parthemore Funeral Home 10/15/96 Funeral expense 6,299.90 Gingerich Memorials 11/18/96 Grave marker 60,00 Dauphin County Reporter 10/96 Advertising 55,00 Cumberland Law Journal 10/96 Advertising 60.00 Holy Spirit Hospital 11/5/96 Misc. Expenses 76,32 Patriot News 11/18/96 Advertising 59.50 Kenneth A. Wise, Esq, 3/9/97 Legal fees 350,00 Anthony T, McBeth, Esq, 5/1/97 Legal fees 250.00 3 Cumberland County Reg. of Wills Cumberland County Reg, of wills TOTAL 5/97 6/97 Probate fees 42.00 Filing fee for 10,00 Inheritance Tax Return $7,977.80 The names of all unpaid claimants of whom the petitioner has notice of knowledge are: Claimant. Descript.ion of Claim Amount ~ty v. Nichols, Fraud claim Cumberland County No. 2915 Civil 1993 $20,000,00 *The estate does not admit liability, This "debt" is the subject of the case of the case listed above, a fraud claim, Although we vigorously contest liability, we do not "reasonably anticipate that [the] estate will be exonerated," (72 Pa,C,S.A. ~9129(i)) because the estate lacks the assets to pursue trial, 10. A Pennsylvania Inheritance Tax Return was filed with the Register of Wills on June 5, 1997, with no inheritance tax being paid; a copy of the written acceptance of same, by the Pennsylvania Department of Revenue, is attached hereto, marked Exhibit A and incorporated herein by reference, 11. At least 20 days written notice of petitioner's intention to file this petition has been given to all parties in interest who have been identified in the various paragraphs above; the notice consisted of a cover letter describing this petition, a copy of which is attached hereto, marked Exhibit B and incorporated herein by reference, and a copy of the petition, 12, As of the date of the filing of this petition and proposed order, the undersigned has received no objection to the contents of the petition or the relief r~quested below. 4 .~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,*' BUREAU Of INDIVIDUAL TAXES lImnllTANC[ TA)('UIVIS:ION DtIlT. 260601 ttAHRISIlURO, PAl 11126'0601 NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSHENT Of TAX ~n'IHI U I" CU,1I1 KENNETH A NICHOLS 1710 N 2ND ST HBG PA 17102 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN A 09-09-97 NICHOLS 09-05-96 21 96-0723 CUMBERLAND 101 MORRIS r-'-- A.ount='!!.~t:.d -~= MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLANO CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ..... .... ~........ ......................... ............";"'.....'....-...................................... "....................................................................................................................... f<i::V-l';..; l;;X f\('.fI {;,;~ ~/~ NeTICE or.~~~:':!~:-,\",t~:E 'T.".X ^PPR.^,:r:~rMENT; All.t~W,6Nr.r.' OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MORRIS A FILE NO, 21 96-0723 ACN 101 ESTATE OF NICHOLS DATE 09'09-97 NOTICE TAX RErURN WAS I ( I X) CHANGED SEE ATTACHED ) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTERESr . SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Est.t. (Sohed~lo AJ 2, stocks and Bonds (SohedYla 8) 3. Closely Held stock/Partnership Inhr'ut (Schedule C) 4. Nodgag.s/Notas Receivable (Schedule OJ S. Cash/Bank Deposits/Misc. Personal Prop8rt~ (Schedule E) 6. Jointly Owned Property (Sohedule F) 7. Transfers (Schedule 0) 8. Total A..ots ,00 .00 .00 .00 1,697,21 6 ,918.12. .00 18) (1) (2) (3)_ (4) (5) (6) (7) NOTE: To insure proper credit to your account, submit thR upper portion of this forI! with your tax Ply.,ent. 8,615.36 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral ExpensGs/Adm. Costs/Misc. ExpensRs (Schedule H) 10. Dobts/Hortgogo Llobllltlo,/Llon, ISohodulo I) 11. Total Deductions 12. N.t Value of Tex Return 13. Ch.ritlbl./Gov8rn~ental aequests (Schedule J) 14. Not Voluo of E,toto Subjoot to Tox (9) (10) 7,807.48 20.426...ll. (11) (12) (13) _ (14) ?R.n3.80 19,618.44- .00 19,618.44- HOTE: If ~~ aSC03~~ant U3S insu&~ pfevicuc:y, linsG reflect figures that include the total of Ahh ASSESSMENT OF TAX: 15. A~ount of Line 14 at Spousal rete (15)_ 16. Allount of Line 14 tAxable at Line.l/Class A I'ate (16) 17. Allount of Une 14 taxeble .t Colleteral/Class 8 rat. (17) 18. Prinoipal Tax Due :...'" lS o;.c;/Ci' l[;', 17 arn.i 10 wil~ returns assessed to date. .00 X ,00, ,00 x.06, ,00 x.15, (18) .00 .00 .00 ,00 TAX CREDITS: PAYHENT DATE RECF.IPT NUHBER DISCOUNT (') INTEREST/PEN PAID (.) AHOUNT PAID EXHIBIT A TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN, TOTAL DUE ,00 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS TNAN $1, NO PAYHENT IS REQUIRED, If TOTAL OUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE 'J1HIINn C::H J1FIJPR~r ~ TnF OF THTS FORM FOR RUCl STATUS REPOR_T U~DE!l RUL,LP...12 Name of Decedent:.-m 0 j~ (~ IS Date of Death: (J I '; l.2J... Will No,_1 c\ '-; <.. 0(..11.1- ") v~. ;Vi (J, 0 Is Admin. No, Pursuant to Rule 6,12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of tha above-captioned estate: 1. State w~ther administration of the estate is complete: Yef!~_ No____ 2, If the answer is No, st.ate when the personal representative reasonably believes that the administration will be complete: 3. I f the answer to No, I is Yes, state the following: a, Did the personal representative file a final account with the Court? Yes._I./" No___ b. The sepa I"a te Ol'phans' Cuurt No. (if any) for the personal representative's account iG: c. Did t.he personal l'epresentative state an account informally to the parties in interest? Yes ~ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may ~~I attached.t~ this .r~port. Date:~ . l C . \,:JL)'?.._ nature 'n k.v"-'- \,,, '<..~ l, y~, Name (Please type or 11/0 !ida're s s IV', ell c) /~ print) I/( _ I',' f'I- "'y. ' ).. 1',) () S. ~*- ) '71 t! 1- iY, r-, - . t-" '/ (7/'1 )~"J~ t{ 1(:' \ Tel. No. I'. ,) ~f\ ~; ~; i)C, Capacity: " Personal Representative ,Counsel for personal representa t i va (MAH: rmf/AM3)