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HomeMy WebLinkAbout96-00862 Nu. 21 - Q6 - 862 Eslll1e of (UlNA ~'. 1l00HNSON , Decellsed DECREE OF IlUOBATE AND GRANT OF LETTERS AND NOW OCTOBER 2? 19~, In conllderallon of Ihe pellllon on Ihe reverse Ilde hereof, salllfaClory proof having been prelenled before me, IT IS DECREED .hallhe Inlllumenl(l) daled March 22, ] 994 delcrlbed Ihereln be admllled to pro bale and filed of record allhe lasl will o'f R~na F. Robinson T~stam~ntarv Shir1~v E, F1anaqan and Lellers arc hereby lIranled 10 ~' .1 c.. . FEES MARY CLEWIS Ralph H. Wright. Jr. (56113) ATTORNEY ISup. Ct. 1.0. No,) Johnson. Duffi~. St~wart & Weidner 301 Mark~t St,. P. O. Box 109 ADDRESS Lenoyne. PA 17043-0109 (717) 761-4540 Probate, Lellers, EIC, ",.".., S Shorl Cenllicales( 6) " , , , ., , " S Renunclallon .....,.,....,.., S X-Pages JCP 80.00 1R nn S 9,00 5.00 TOTAL _ S lP.QQ Filed ....... P.~19~f~. .~?1. .1.~~~......... l'II0HE oC 1- . . (. -., r.c Called attorney on 10-18-96, , Thi, I' In Hlli1r ,1I.11 rlu' illt1l11lUIIII/1111'1l gl\l'll I' ltlllllth \"1'11,1 JIllll1 .1I11111.~IIL1I11'lld",'Il' 01 tll'.1l1. dilly 'Ilt.! willlllu'.1\ 1.IIl-1I Hq~''''ILlr Tilt. llli~IIl.t1l\'llltll.lll' will hi' lill ,,",lid, ,1111 dH ."1.111 \'Ir.d I{nlllll... (HIIIIIHr 1'1"1111.1111111 tiling WARNING: Ills Illegal to dupllcale Ihls copy by pholoslal or pholograph. Nil /~<\~illi1ifI;~ ,',,#/, . , '~:f.r ,.s;./""'.~ ~-I , . ,..-..::::, ~I.' ., '. ~ .... - ... . .. \ * . ~.,' . -'.' ,'. ,,~ ~} ~ " .,~1J ~'.ffENfQ\~~ " a ""'./~-' ~I 'V.~'; /: ., ."J . ~ .~ '. Nv /r:, -... .,...c. .)~'(- (,111.11 Hl',I.,:i'iILII d ru'lnl lhi, ll'llIlil.lft'. $/.IJO 3783730 OCT u 8 1396 n.Hl' , COMMONWEALTN OF PENNSYLVANIA' OEPARTMENT OF NEALTN . VITAL RECOROS CERTIFICATE OF DEATH ,. AQI....~ Ibbinsoo UHOl,. , t1NI - ..~ SU J. IWI"'''''-'''R1Il SOCIAL W:CURlT'r Itl/W.11Il .......OfOlClDlNTI".......". U" OOUOrt 89'. CU" """"',.... -I- I DRI! 01 IIftTH 1.......Orr_' f'em1>le s. 049 12 8149 _IHf\ACI ~...o "-tCII'CII.."Co.n)t em.""", Nov 14,06 .",.... Andover Maao I'UCI06OlRHlOc.Q....._ __~."m"",_ ........... .._0 I~O "",0 &':.,,0 . , Ot:CIDtNT'.IMU<<JAOOMUC5I...~,...lW)C:O" 325 Weoley Drive Mechanicoburg, Po 17055 (I'::r,t """'~'WU1."""" .................~ -...- It Widowed 11 "1_Qg ................. lower RACf:."-"tM--.....WMe _ ........ ,. White ................... 1I...lJ'.._".... <lITber land O(NY'.u u ot--=:~':''::.~:r Lower Allen ....'" SMoIOUS'''., " 'lfHlJrlNAtoll,...w.:u. "- tbyeo E, French HOAMAHr.NAtoII(T~ Eleanor Shaw roo O ....0 <>-DC ___0 ~ o...~ , OICI!DlHrI .;r,,,.. ......""" ............ ~-- u-.a.. Po en ,.. .. - .... CUrrberland .....' ",0 :"""'.:::~oI loIOT~".'k.lUI!,~., lok).M "-s..~ , EliD Howatt ..,OAMAHI..IUAHlADORlUc;.... c.....-.. "'loCOOll 6024 Wilson Lane Bethesda. fotj 20034 I.East UClHSl MJUMA ree Pa 1701 """'" .0Irw"'-. IOH."- 1lc.,."",Co--. WlStA&lN'IMlDlOllIl ...0 I'IITAJ7,f1lC iW," DOC fO~AS"CCHi(OJlHCIOf) l ( -<. 7. tv...,'.$' (~J'1'f W"'" 1-- :=-..:= I o """tlto 0IheI~___.............. .....-,..............._"""'..""""1 I ~ DOClOjQtASACClO6(QlA:PClCO J{Yt1(A ,(...,,,,,, IJ,~ ~o/..(r" .~ tl,.,t /WI OUIIOIOAASACCH$.[OUlHCIOt) 'NlNAUtClrIY'WOIHQ.J ........ADf OUIH ..........a f'ftIOIIllO Er' CXUOI.Il1OHOICAUM -. 0 '" ll<RHt - - 0 .......- 0 ...0 ...0 - 0 ~........-- 0 0'u10I1M.lUfI'I' ,.........0.,...., 'IW(Of'~y H.lURrR'M:;lNI' PllCRIKlCMlfU.IftltlCCUNllO ... 0...0 ... .. eut....o- lnftlftlfl 'cun"""""'IJC:l.fM"""""~__ddNro........u.."""",,,,,p~__~"'''''lJl flt.........,...............__........~.I...,__......... ............. ....................................... .. JOt .... ~I!OIIIoUUfl.,.,.........'-"'........,-,... ~-~rl ... IOCAhOHr5t'_ ~s... ',-=- ~ c ~IMOClJllnlMQ""IC&AII,.,.,..........PClnlalIU""_...t.~\tIJt._~......1 ..........,................~..................,.-.....,........I--..I...,-....I... ......................... .... IlGMI'ONAHgTltllOf' ..tWO , ...p "YIDCAL~A 0lIt 11M u...!If............ .... "",1,,I,"Iofl.1III M'.......... ftlCtl OCIW'M ., "'" lime."",. ..... pi......... dvllolfIt 1"'''''11 aIlII .I.~-..II.................................................................................................... "IOII"W'. 0, lICI DRI SIGHlOI..... Dttr_1 o t "'1)'Or7l~/~ L !' ID/.,A" OUM( AHO oIlOOAlQ Dll'l't.'lOH wup COWU-l(D CNJSl 01 OlAl" ,lIemll}l"._""", Olf'~~ litTle. '1H II 1111 $1 (...., ",II, III II OAII'lIO"""'~o.,_, '''011 o 6(,/'-\1/1/1 NtI/. /99c ?1 - 96 - 86? (')0 c: i' ~n 1;., , L , -, hI .:. f-," Ii WIl,I, 01' RENA 1'. ROBINSON ;1 I, RENA [1, ROBINSON, 01 I,ower Allen Townshll" Cumberlitnd Count.y, Pennsylvania, 'declare this to be my last will and revoke any will previously made by me. ITEM I. I direct that all my just debts and funeral expenses. including my gravemarker and all expenses 01 my last illness. and any and all taxes and assessments imposed by any governmental body as a result of my death. whet.her on property passing under this will or otherwise. shall be paid from my residuary estate as soon as practi- cable after my decease as a part of the expense of the administration of my estate, ITIDl II, I give and bequeath all of my household goods, automobiles. jewelry. and " all other articles of household and personal use, equipment and ornament. together with " ,i all Insurance thereon and relating theret.o. to the FIRST CIIRISTIAN CIIURCH. DISCIPI,ES OF 'I [I 'ICHRIST, of 442 Hummel Avenue, Lemoyne, Pennsylvania, " ,I 'i ITEM HI. I give, devise, and "eC(lwath all t.Iw rent. residue. and remainder of my i! ;i ~possesslons and estate of every nature and wherever situate t.o the FIRST CIIRISTIAN , CNI ~CHURCII, DISCIPLES OF CIIRIST. o[ 442 lIummel Avenue, I,emoyne. Pennsylvania. <'/" ~ ITEM IV. I aPlloint my [riend. SIfTRI,EY E. Fl,ANAGAN, of Camp lIill. Pennsylvania, ~ ii executrix of this my last wil1. Should t.he said Shirley E. Flanagan I'redecease me or 'I ~! ::::;::s:E::~: :~ ~~:::I:~ ::1 ~e:;e M::h::;::,,::::g ~x::~::~: V::i ::11 :x::u:::t 0;1 :I::S I my last .~!Will. Should the said George A, Vaughn. III. prede~ease me or otherwise fail to ~ qualify or cease to serve an executor of t.his my last wi 11. I appoint SAMUEl. L. ANDES, ~'of Camp Hill, Pennsylvania. executor o[ t.hin my lant will. ~' ITEM V. In addition to t.he other powers and authorities grant.ed to my personal ~. representatives by Pennsylvania law and by the other terms and provisions of this will. ~ I I.IV.UOO IX+ I"'~'I r ~ COMMONW(AlTH Of P(NN5YlVANIA D(PAUMfNT Of RfV(NU[ DfPY.7I0601 HAUISIURG. PA '''''..0601 DtCtDINI'~ NAM! IlAn. '11~I. AND Ml00H INITIAll ROBINSON, RENA F. ~OCIAl ~(CU'I'" NUMIU ... ... .."'''' u='" ",..u "'''~ ug:as ~ /" " r fOR DATES Of OIATH AnU 12131191 CHICKHU If A SPOUSAL POVUTY CRIOIT 15 CLAIMIO 0 fill NUMBlR J :/1- ,,-, /I INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FilED IN DUPLICATE WITH REGISTER OF WillS) 21 COUNTY CODE 96 YEAR 0862 NUMBE ffi fil u ... " DICtDIN"~ COMPUIt AOOUU l3ethany Village 325 Wesley Drive Mechanicsbur , PA COYIII .. 17055 DAn Of DIAl" DAn 0' IIIIH 11/14/06 049-12-8149 10/6/96 11' "HI("lll,IU'YIYIJotO l'oun'IJot""'II\"". hllf ""'D ..IOCIII"'ITI"ij AMOUNT RtCtlVtD tUt IN!iIlUClION~1 ,... :315 "''' "': "" u.. 19 1. Original Relurn o A. lImiled Ellole 0 Aa. future 1nlerell Compromise I'or do... 01 deo.h oher 12.12.B2) KJ 6. Oec.denl Died T.llole 0 7. Decedenl Maintained 0 liying TrUll (Alloch copy 01 Will) (Alloch copy 01 Trull) ALL CORRESPONDENCE ANO CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Nol.M! CO""lln ""AILING ADD!(J\ . Ralph II. Wright, Jr., Esquire Jonnson, DuU1C, Stewart & WeIdner "'''"ON' NUM'" 301 Market St., P. O. !lox 109 761-4540 Lemoyne, PA 17043-0109 o 2. Supple menial Relurn o 3. Remainder Relurn (lor dolll 01 d.o.h prio, 10 12.13.B; o S. Federal Ellol. Tax R.turn R.quired _ 8. Tola1 Numb., of Soft O.polll Boul : : " ;:: :5 ::0 ... !S u ... '" 1. Reol E..o.e (Schedul. Al (1 I 2. Slock. ond Bond. (Schedul. B) (2 I 11 . 045 . 08 3. ClolOly H.ld S.ockJPortn",Mp In'"e.' (Schedule C) ( 3 ) A. Mortgog" ond No." Receivable (Schedule D) (A I 5. Ca,h, Bonk Depo.i" & Mi"elloneou. Peraonol Properly ( 5 I 38 , 689 . 07 (Sch.dule E) 6. Join'ly Owned Prop.rty (Schedul. F) (61 7. Tron,ler. (Sch.dul. G) (Schedul.l) 171 9. Tolol Groll Anoll (lolollinel 1.7) 9. Funeral e.penles. Adminislrotiye COlli, Milcellaneoul (9) Expen." (Schedul. H) 10. D.b", Mortgoge liobili.iel, lie.. (Schedule II (10) 11. To.ol Deduction. ('0'01 LinOl 9 & 10) 12. Net Valuo of Ellale (line 9 minulline 11) 13. Charitable and Governmental Bequelts (Schedule J) U. Net Value Subject 10 Tax lline 12 minul Line 13} 15. Spoulol Tron.l", (lor do." 01 d.olh oher 6.30.941 See Inlfructions for Applicable Percenlage on Reverse (15) Side. (Include yolu'l from Schedule K or Schedule M.I 16. Amounl 01 line 1A 'o.obl. 01 6% role (16) (Include value I from Schedule K or Schedule M.) 17. Amounl 01 line 1A lo.obl. 0' 15% role (17) (Include values from Schedule K or Schedule M.) 18. Principol.o. due (Add 10. Irom Un" IS, 16 ond 17,) 19. Cr,diU Spoulal Poverty Credit Prior Paymen's Dilcount -0- z a ;:: :: ~ '" a u S + + (19) (20) 20. 'f line 19 is greoler than line 18, enler Ih. difference on line 20. This is Ihe OVERPAYMENT. 1i10 Check here if you OIC requesting a refund of your overpayment_ -0- -0- -0- 21. If line 18 is grealer than line 19, enter Ih. difference on line 21. This h the TAX DUE. A. Enler the inlerlll on Ih. balance due on line 21A. B. Enl".he '0'01 ollin. 21 ond 21A on line 218, Thi. i.,h. BALANCE DUE. Make Checle Payabl. tOI R.ghl., of Willi, Ag.nt (21) (21A) (21B) I '. .. . c.;., ,CC.." ",' >- >. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH.. -<(, -<(:;~ _~"'.~:::'. ~~d,r penahiel of pit jury. I declar. thai I hove ell:omined thil relurn. including occomponring Ichedulel and IlotemenU. and to the belt of my howl,dg. ond b,li 'bill trdue. carr'd and complele. I declare that 011 real eltole hal bun nported at true morhl value. Declaration of preparer other Ihon Ihe pltlonol r'preunlalive 01. on alllnrormolian of .....hich preparer 1101 any ~na.....ledge. ~IG~~'UII 0' PI~~O~lp~ONSIIU 'Ol "u~p l[lUltN , AOD.U~ 1513 Car11s1c Hood OAt( ':" (t, f,' "",.'~" ",,' "'" "N Hill PA 17011 I /11 fi'! , ,''v, 'DO"''' 301 Market St., P. 0_ llox DA11 T.cnn PA 17043-01 09 Pr.... .J'" I ~~ 7 "., . Jr.. Esq. . .. .hIJOlUtIU1l SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Prin' or ~ FILE NUMBER 21-96-0862 ~:~:~(\ ->!flI".. COMMONWEALTH Of PfNNSYlVANIA INHlllfANCI TAX UTUIN IISIDIHT DICIDIHT ESTATE OF ROllINSON, RENA F, (All property Jolntly.own,d with the RIght of S"rvlvouhfp mu" b. dlul'I.d on 5ch.dul. FI N~~~ER DESCRIPTION VALUE AT DATE OF DEATH 1. Illue Cross/Blue Shield - premium refund 2. Bell Atlantic - PA - refund 3. Bethany Towers - security deposit refund 4. General Accident Insurance - premium refund 5, Cash in decedent's possession 6. Cash - sale of some personal items (jacket & purse) 7, Jewelry - Appraised value - copy of appraisal attached: Plain wedding band, 14kt yellow gold Pair of plain earring jackets Neckchain, 18kt yellow gold Bracelet, 14kt yellow gold Neckchain, 14kt yellow gold Diamond earrings, 14 kt yellow gold Lady's diamond ring, 18kt white gold Lady's diamond platinum wedding band with 45 single cut diamonds Lady's diamond ring, 10% irridium platinum - 4 single diamonds Lady's diamond ring, 14kt yellow and white gold with a brilliant cut diamond - l,27ct. 8, Harris Savings Bank - Savings Account No. 04-60-001532 date of death balance, plus accrued interest 9, Harris Savings Bank - Checking Account No. 04-00010555 date of death balance, plus accrued interest 10, Fulton Bank - Certificate of Depoait No. 222-0070372 date of death balance, plus accrued interest 11, Dauphin Deposit Bank & Trust ComJJ1lny - Certificate No. 8100657297 - balance plus accrued interest 12, Dauphin Deposit Bank & Trust Canpany - Checking Acct, No. 0072267402 - date of death balance 13, Financial Trust Corp. - Certificate No, 117379 date of death balance, plus accrued interest 14. Financial Trust Corp. - Certificate No. 117880 date of death balance, plus accrued interest 15. Financial Trust Corp, - Certificate No, 117943 date of death balance, plus accrued interest 196.10 1.32 53,59 29.98 46.75 20.00 14.83 6,18 47.04 2.50 7.55 590.00 85.00 65.00 835,00 3,640,00 4,901.54 100.30 5,024,97 5,008.65 607,70 5,200,73 7,021.44 5,182.90 TOTAL Also enler on line 5, Reca itulatian) S 38,689.07 i i ~';-'~':>-"-><"'~"'" (Anach additional 8~. )( 11" ,h",. jf more SpOCI I, n..d.d.1 737-8024 2129 Market Street Box 481 Camp Hill, PA 17011 INC. Volumetric calculations are approximate, based on estimated measurements. The actual weight of any stone(s) can be considerably different than the estimate by formula. When items are marked with the fineness of the metal, the appraised value is based on that marking unless otherwise stated. When there is no marking on the item, the method used to estimate the metal content is the nature and appearance of the material as well as any testing as noted. These pieces have been examined without the stone(s) being removed from their settings and are appraised on that basis. This is a fair market value at which the property would change hands between a willing buyer and willing seller if both had reasonable knowledge of relevant facts and neither was under compulsion to buy or sell. ~,,:~ Page 2 of 4 _''11111.'' 1'"' E TATE OF ITEM NUMBER I\~f~~l' --(J5~ COM#olONWUUH Of PI NN~YLVANI" INHUltANCI 10 l[tUIN _UIO[N1 OlClDlN1 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Ploa.o Prlnl or Typo FILE NUMBER 21-96-0862 ROBINSON, RENA F, DESCRIPTION AMOUNT 1. A, Funeral Expon.os: Rolling Green Cemetery Com~lny - ~~tching Bronze Veteran's marker with Granite Base $ 1,216.00 1. B. Admlnhl,ativo Co.ls: 2. 3. A. C, 1. 2. 3. A. S. 6. 7. 8. Personal Repre.enlal;ve C~mmillion. Shirley E. Flanagan Social Security Number of Perianal Repre.enlolive: 165 26 - 5295 Year Commillion. paid 1997 2,486.00 Attorney Fee. - Ralph H. Wright, Jr. 2,486.00 Family Exemplion Cloimonl Addrell of Claim anI al decedenl'. dealh SI,eel Addrell Relotionlhip City Slole Zip Code Probole Fee. - Register of Wills - Cumberland County 112.00 Miscellonoou. Expon...: CUmberland Law Journal - advertise letters 60,00 67.30 25,00 The Patriot-Evening News - advertise letters Register of Wills - file Inventory & Inheritance Tax Return Landis Jewelers, Inc. - jewelry appraisal 50.00 Reserve for close-out costs 75.00 TOTAL (AI.o enle, on line 9. Recapitulolion) (II mo,e .pace Is neoded, In.ort additional .hee" of lamo .Ize.) S 6,577.30 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND J ss: Shirley E. Planagan being duly sworn according to low, depo,"s and lOyS that sho is Expcul: r i X 01 tho Eltoto of Hena F. Hob Inson late of --1.:.'2~~,-1.I).1 e n_J:R\'!,n ~ hip _ _ , Cumbe,lond County, Po" dece"ed and that tha within Is on invantorymodaby Shirley E. Flanagan ,the said Executrix of the entira "toto of lOid docedant, conlisting of all the pmonol propdrty and rool "tote, except rool estate ouhide the Commonw..lth 01 Pennsylvania, and that the ligures opposite .och item of the Inventory represent it's fair value 41 of the doto of decedent's dooth, ~ cV D ' ~ ~ '" s.. ....<lJ ~ IQ I-') o+J "- "Ul . ~ ~ ~ .. .g, <(.~ ..... .... s.. .... ::: B . Sworn t0 and subscribed beforo me, (~ .", ,1 - J - . J ~/:~n ,/ . '~II ttJ.I-Pu {~ Eucutor . Aa'mibt.tr.,oJ.. SIIIHI,EY E, FI,/\N/\GAN, t;XECUTRIX \ 1997 ,<" 1513 Carlisle Road Camp Hill, P/\ 17011 Addr... " DIANNE LENIG, Nolary lie Lemoyno Borough Cumbcll?lId Co. My Commission E>'pilcs Dec. 21. 1997 Dote of Death 6th October 1996 O'Y MOr\th Yu, INSTRUCTIONS I, An inventory must be filed within three months after appointment of personal representative, 2. A supplement invenlory must be filed within thirty deys of discovery of additional o..eh. 3, Additional sheets may be attached II to personalty or realty Q Q _j r 4. See Article IV, Fiduciaries Act of 1949. - ' _:0 ...J..J(i1 ~. (' \6 -.j '- ~. z W "n , -., .. "-, '" ,:1t N 'J :=-- .:'. -, Ul 0- ..... oJ:: III t: -ci >- ) 0 D N I- W M ~ '" I- Z Eo< " \D w ~ 0 " <Xl e.. tIl C u 0 0 vt " I 0 w '" w Z <lJ C J: H .... \D l- I- e.. ..J LL ltl ..... .,; '" Z LL ..J <( 0 0 .:: e.. 1 W 0 <( w 0:1 .;. o-l > Z '" s.. N Z 0 . Qj e c rs. ) ~ vt Z 0 0 '" 0 U z I w <( .:: ..:l e.. Z "0 c (lJ - " I 0:1 -: 0 " ! .c ~ E Ii " ~ ..J U - , :I: '8. .... ~ 6'1 o CD "0 " u: '" o .... o s.. I <lJ "" C ..,. '0 0 ..... .... ~ r-4 '" ii: . 8 Ul ~ Inventory of tho ronl and personal ostato 01 ImNA .". nOli I NSON deceased 1. Jewelry - rq)praised value: Plain Wedding Band, 14kt yellow 'laId Pair of plain earring jacketn Neckchain, 18kt yellow gold Bracelet, 14kt yellow gold Neckchain, 14kt yellow gold Diamond carrings, l4kt yclla~ gold Lady's diamond ring, l8kt ~1itc gold Lady's diamond platinum wedding band with 45 single cut diamonds Lady's diamond ring, 10% irridium platinum - 4 single diamonds h1dy's diamond ring, l4kt yellow and white gold with a brilliant cut diamond - l,27ct, 14 83 (, 18 47 04 2 50 7 55 590 00 85 00 65 00 835 00 3,640 00 2. Blue Cross/Blue Shield - premium refund 3, Bell Atlantic-PA - refund 4. Bethany TOwers - security deposit refund 5. General Accident Insurance - premium refund 6. Cash in decedent's possession 7. Cash - sale of some personal items (jacket & purse) B, Janney Montgomery Scott - Investment Acct. No. HB24 7034-9140 consisting of: $25,000,00 - GNMA Pool n266BO - date of death value (9% interest - due 9/l5/0B) $30,000,00 - GNMA Pool n4346B - date of death value (10% interest - due 10/15/10) $150,000.00 - GNMA Pool n6940 - date of death value (B% interest - due B/15/05) 196 10 1 32 53 59 29 9B 46 75 20 00 3,500 00 2,562 06 4,9B3 02 9. Harris Savings Bank - Savings Account No, 04-60-001532 date of death balance, plus accrued interest 10. Harris Savings Bank - Checking Account No, 04-00010555 date of death balance, plus accrued interest 11. Fulton Bank - Certificate of Deposit No. 222-0070372 date of death balance, plus accrued interest 12. Dauphin Deposit Bank & Trust Company - Certificate No, Bl00657297 date of death balance, plus accrued interest 13. Dauphin Deposit Bank & Trust Company - Checking Acct. No. 0072267402 date of death balance (non-interest bearing) 14, Financial Trust Corp. - Certificate No. 117379 date of death balance, plus accrued interest 15, Financial Trust Corp. - Certificate No. 117BBO date of death balance, plus accrued interest 16, Financial Trust Corp. - Certificate No~ 117943 date of death balance, plus accrued interest 4,901 54 100 30 5,024 97 5,00B 65 607 70 5,200. 73 7,021 44 5,lB2 90 'lUl'AL 49,734 15 ~. iH:i~ l ... c ~.. ..1.. j ~ Irfcn " f : ~ } ,...... ;; Q. I~ ~ !''-\,.' ;: 1'1 r ~-f 8 ~ ~ - ~ 1) ;i C' 4'11 ~ . ;:' ~ ~~~~ t1 ~ " ~~~~ S '..!~ (j i!> ~I~ ~ -E r..~C O~!~ !I-~ . I ~, ~ ~ Ii ell (!) ~ 0 . I d I ~ ~ ~ 0 i ~ ~ ~ (!) ~ Ii li1 P< ~..... . . ... .. .. go -1 ~ '0 '-J -rJ :0 . r) \f; n C.V: "-' --< ., f ~ Ul "tJ .-~ ., to! (ij" (j - ~ Ii, e ~ \'....j Ul eC:"Coc:lD.= epCDC ~>G) e"'''cc'!.c .. ;:: C 11>'- .: :;; lI>u.2 e.!9 S ..... .. Q) CJ .. . ai en ...... ra nr-" ~o :S~-=U) @'E c c o..~:!!"g.8 ! 0I~~lX~8.: ~ ,g....2SE:,g ~ ':ail:~o.cal ~ ......:to..-.. 't) 5-3c3'-COU .. oll>lI>g.~~:3 -g 8ii.s:E0I~! u '::oooc6ca .5 g'2;~!.li~ ~ CcvQJt:cncm S .11> g C 'j .! ~ -5 c j.s I.!! l5 &.5 ~ to:ll 0.1;:... .. ~ ! .s~.!S~~! aJ fC=.8.!1i ~.5.5:!! 81;::lJjc..colC:X >- ~.!9't)~eoo .0.. .. 0.-1(>- ...tDQ)D. .z:._~_....c:..... _O_CQ.tQoo<t ~ <( ~ ~ ~ i I ~~E ~ B~~ ~~ ~~g~~!~ ~~:i<ll~':" ~ ~ ~ ffi ~ o .... ..~. . .0 . ~ 'J ' . /:l- /1:)';/ COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUR[AU or INDIVIDUAL TAN[S IHtll~IIAHCI tAlC DIVISIUN III 1'1 , ;"IIDbOI II"WWIS~UWC, IIA 111;"11.01101 NOIICl 01 lNllI.HIIANCL lAM APPRA1SLMlNT. AllOWANCL OR OISAllOWANCL or orOUCllON5 AND ASSlSSHlNt 01 tAK 0',- 21- 97 ROB ItlSOIl 10-06-96 21 96-0862 CUHBERLAtlO \ 0 \ A_;'ouiii~~~m~d'.----~~l DATE ESTATE OF DATE OF DEATH FILE NUHB ER COUNTY ACN RALPH H WRIGHT JR ESQ JOHIlSOIl HAL PD BOX 109 LEHOYIlE PA \7043 l--- un . ,..._..~._- (I _ ~.;.~T1'l: ;;~(:'J(rl "~\l tl:.:(llc.r.L'}" 'It... ....f 110 lhl II t., III HI REllA F HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV: is'4-j - EX - AFii- ioi-:m- - iio'fi CE-- OF - "itiHEii iTA'iicE- 'fAx - A-PP RA"iSE;.tENT -.--AL l-owA'iic E-ijli - -- -- - -- _n - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF ROBINSON RENA F FILE NO. 21 96-0862 ACN 101 DATE 04-21-97 If an assessment was issued previously, lines 14, 15 and/or 1&, 17 and 18 will reflect figures that include the total of ALL returns assessed to date, ASSESSHENT OF TAX: 15. Anount of Line l~ at Spousal rata CIS) 16. Anount of Lina 14 taxable at Line.l/Class A rate (16) 17. Anount of Line 14 taxable at Collateral/Class Brat. (171 18. Principal Tax Due TAX CREDITS: PAYMENT DATE TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Est.te CSchedule A) 2. Stock. and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) ~. Hortsages/Notes Receivable (Schedule 0) 5. Cash/Bank Oeposits/Hisc. Personal Property ISchedule EJ 6. Jointly Owned Proparty (Schedula F) 7. Transfers (Schadule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expenses/Adn. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortg.ge Liabilities/Liens (Schedule IJ 11. Total Deductions 12. Net Value of T.x Return 13. Ch.rit.ble/Governnent.1 Bequests (Schedule J) 1~. Het Valu. of Estate Subject to Tax NOTE: RECEIPT NUMBER DISCOUNT 1.1 INTEREST/PEN PAID I-I III 121 131 141 151 1&1 171 191 1101 CHANGED .00 11.045.08 .00 .00 38.689.07 .00 .00 IBI 6.577.30 937.24 IllI 1121 IUI 1141 .00 X' 00: .00 X .06: .00 X .15: IIBI AMDUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN, TOTAL DUE · IF PAID ArTER DATE INDICATED. SCE REVERSE FOR CALCULATIDN OF ADDITIONAL INTEREST. HOTE: To insure proper credit to your account, subnit the upper portion of this form with your tax paynent. 49.734.15 7.~14 ~4 42.219.6\ 42.219.61 .00 .00 .00 .00 .00 .00 .00 .00 .00 IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TDTAL DUE IS REFLECTED AS A "CREDIT" eCRI. YOU MAY BE DUE A RErUND. SEE REVERSE SIDE DF THIS rORM FOR INSTRUCTIONS. I .," ......J .'.J .' :J '=1(1 RESERVATIONI [llal.. of dlcldenll dying on or before Ooc..b.r Il, I~ez .. If any future Intor..t In Iho ..Ial. I_ tranlf.rred In po.....ID" or InJOyftlnt to Cln.. B leollalorall bon.flelar'., of Ihe dlcedent after the ..plratJon of any ..tato for Ilf. or for Ylar., thl Co..onwealth hareby ..pro'lly rl'orVI. tho rluht to appralsl and a..... 'rani'.' Inherltancl T.... at the lawful Clall B (coll.torall rat. on any such future Into'..t. PURPOSE OF HOJJCEI To fulfill the requlr...nt. of Section 1140 of the Inherltanc. and [Itat. Ta. Act, Act 11 of 1995. 111 P.S. Socllon'l140J. PAYHENI: Detach the top portion of thl, Hotlcl and lubelt with your pay..nt 10 the Roglste, of Will, prlntad on the r.ve,.. .Idl. uHa". ch.ck or .on.y ordar payabl. to: REGISTER OF HILLS, AGENT REfUND (CA): A r.fund of . taN cr.dlt. ~hlch ~.. not r.qu.sted on the faN A.turn. .ay b. r.qu.st.d by co.platlng an "Application for R.fund of P.nnSylvanla Inh.rltanc. and E.tat. fa." IREY-1313). Application. ar. avallabl. at the Offlc. of the Aegl.ter of Wills, any of the 23 Aevenu. District Offlc.s. or by calling the .p.clal 2~-hour ans~erlng servlc. nuabers for for.s ord.ring: In P.nn,ylvanla 1-800-362-20S0, outsld. Pannsylvanla .nd ~lthln local Ilarrhburg ar.a (717) 187-809.., TOO' 17171 71Z-Z2SZ Ol..rlng I.p.ir.d Onh). DBJECfJOHS: Any party In Int.r..t not satisfied ~lth the nppr.ls.~.nt, nllo~.nc. or dls.llo~.nce of deduction.. or ass.....nt of taN I Including dl.count or Int.rest) a. .ho~n on this Hotlce .ust Object ~Ithln slNty 1601 days of rec.lpt of this Hotlc. by: ADHIN ISfRATIVE COARECfJONSI .-~rlttln protl.t to the PA D.part..nt of Revenu.. Board of Appeals. D.pt. Z810ZI. HarriSburg, PA 171Z8-IOZI, OR --ellctlon to have the aatt.r d.t.r.ln.d at audit of the account of the personal r.pr...ntatlv., OR --apPlal to the Orphans' Court. factu.l arrors dlscov.r.d on this .s......nt should b. .ddr.ssad In ~rltlng to: PA D.part..nt of R.venu., Bureau of Individual fa.a., A'fN: Po.t A,s....ant Aevl.~ Unit. Dept. Z80601, HarriSburg, PA 17128-0601 Phon. 1117} 781-6S05. S.. page S of the bookl.t "In.tructlon. for Inharltanc. fa. R.turn 'or" A.'ld.nt O.c.dant" lRCV-ISOI) for an ..planatlon of ad.lnlstratlvalY corr.ctabl. .rror.. OISCOUNf I If any taM dua Is paid ~Ithln three (3) cal.ndar aonth. after the decad.nto. daeth, . flv. parcent IS~) dl.count of the ta. paid I. "llo~ed. PENALlY: Th. 15~ taN aan..ty non'partlclpatlon p.nalty 1. co.puted on the total of the ta. and int.re.t .......d, and not paid bafore January 18, 1996, the first day after the .nd of the taM ..ne.ty parlod. Thl. non'partlclpatlon p.nalty I. appaalabl. In tha .a.. .anner and In the Ih. se.. tl.. p.rlOd a. you ~ould appeal the taM and Int.r..t thai has b..n a......d a. indlc.ted on thl. notlc.o INTEREST: Int.r..t Is charged b.ginnlng ~Ith flr.t day of d.llnquency. or nln. (9) .onth. and anI II) day fro. tha data of de.th, 10 the data of p.ya.nt. fa... ~hlch b.ca.e d.llnquant b.for. January I, 1981 bear Inter.st at the rat. of .1. (6~) parc.nt p.r annu. calculat.d at a dally rat. of .00016~. All ta..s ~hlch b.ca.. dellnqu.nt on and .ft.,. January I, 1981 ~111 b.ar Inter.st at a rat. ~hlch will very fro. cal.ndar yaar to cal.ndar ye.r wllh that rat. announc.d by the PA n.part.ent of A.v.nu.. fh. appllcabl. Int.r..t rales for 198Z through 1997 ar.: '!!!! Inl.r..t Rat. O.lh Int.rut rAclor !!!r Intar..t Ral. DAily Inter." rActor 1982 ZO~ .000S~8 1987 .. .0002U 19111 16~ .000~.\8 1988'1991 It:c .000101 1984 It:c .000301 199Z .~ .0002~1 19B5 13% .000H6 1993.199~ 7% .00019Z 19B6 ID:C .00021~ 1995-1997 .~ .000247 --Int.r... Is calculated OJ follo~s: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ..&ny Notlc. I..ued .ftar the t.N becoaa. dallnquent ~III r.fl.ct an Inl.r..t calculation to flfl..n 1151 day. bayond the data of the a"I....nt. If pay..nt Is .ad. aft.r the Int.r..t coaputAtlon data .hown on the Notice. addltlon.l Int.rut IN.t ba calculat.d. SlJoKIIRy OF 1ICCOON1' PlIGE PrinciP<1l." Receipts Net Loss on Sales 3&4 5 $ 52,511.04 1389.85) $ 52,121.19 Adjusted Balance Less Disbursements 6 7,461.55 Balance Before Distributions 44,659.64 Distributions to Beneficiaries 7 5,293.10 Principal Balance Ralaining $ 39,366.54 Ineare Receipts 7&8 $ 1,602.72 Less Disbursements 8 -0- Inoc.IlE Balance ReIlaining 1,602.72 CGlBINID BALANCE ~* $ 40,969.26 *Combined Balance Remaining consists of cash. $ 40,969.26 -2- ROCEIPI'S at' PRlt<<:IPAL Assets Listed in Inventory (Values as of Date of Death) Cash: Harris Savings Bank - Savings Account No. 04-60-001532 Harris Savings Bank - Checking Account No. 04-00010555 FUlton Bank - Certificate of Deposit No. 222-0070372 Dauphin Deposit Bank & Trust Company Certificate No. 8100657297 Dauphin Deposit Bank & Trust Company Checking Account No. 0072267402 Financial Trust Corp. Certificate No. 117379 Financial Trust Corp. Certificate No. 117880 Financial Trust COrD. Certificate No. 117943 Cash - sale of sane personal items Cash in decedent's possession General Accident Insurance - premium refund Bethany TOwers - security deposit refund Bell Atlantic-PA - refund Blue Cross/Blue Shield - premium refund Jewelry: Plain Wedding Band, 14kt yellow gold Pair of plain earring jackets Neckchain, 18kt yellow gold Bracelet, 14kt yellow gold Neckchain, 14kt yellow gold Diamond Earrings, 14kt yellow gold Lady's diamond ring, 18kt white gold Lady's diamond platinum wedding band with 45 single cut dismonts Lady's Diamond ring - 4 single diamonds 10% Irridium platinum Lady's diamond ring - 14kt yellow and white gold with 1.27ct diamond -3- $ 4,901.54 100.30 5,024,97 5,008,65 607.70 5,200.73 7,021.44 5,182.90 20.00 46.75 29,98 53.59 1.32 196,10 33,395.97 14.83 6.18 47.04 2,50 7,55 590.00 85.00 65.00 835.00 3,640.00 5,293.10 . --.-.--........... ~-. DISBURSrMENl'S OF PtUll:IP1\L Debts of Decedent 1996 11/1 12/16 Alert Pharmacy at Bethany - decedent's September/October charges $ 61.35 Bethany Village Beauty Shop - personal services - 10/1 9.00 Bethany Village - final charges - 10/1 - 10/6 plus medication charges 676.30 Holy Spirit Hospital ~ decedent's out- standing account - services 3/30/96 87,60 834.25 11/1 11/13 Funeral Expenses: 11/13 Rolling Green Cemetery Company - Veteran's Memorial/Granite Base 1,216,00 1,216.00 Jlaninistration Expenses 10/28 Register of wills - probate costs 112.00 11/19 CUmberland Law Journal - advertise letters 60.00 12/3 The Patriot-News Co. - advertise letters 67.30 11/13 Landis Jewelers - jewelry appraisal 50.00 1997 1/30 Register of Wills - file Inventory and Inheritance Tax Return 20,00 309.30 Fees and Carmissions 1997 Reserve Shirley E, Flanagan - Executrix's Ccmni.ssion 2,486.00 Reserve Johnson, Duffie, Stewart & weidner Attorney's Fee 2,486,00 4,972.00 Reserve Register of wills - file First and final Account and Statement of Distribution 130.00 130.00 Total Disbursenents of Prinicpal $ 7,461.55 -6-