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Home My WebLink About96-00869 ,.,' ,'. ,II? ;';~ 5~ ~? ." .',,~::, ,~;\ ',1..-'.1." . ~~,. ~Vi lI>(!I a:: a:: ~.:<- ..':.' ,~.., . :'(. ,:\^,' -.",;;, , .. 'J:" .... '", - ~ t::<( .n.; !.) C-. r; ~ ~ 'j , ~:? .. 1;:' u8 fR' (-0' :z: III .~ (-0 II) III ~ (-0 II) Cl. l>: ~ ,~ III U. (-0 \ III 0 '" ....s ~ ~ ~ .... 3< III ~ (-0 III ~ :z: II) < < .., ~ . .. . . . .-.,.. ....~.....' 'WI "l~f;~1~J~ . c\..\,'.~~,~j,.....;~~P'~ .\: .~.. > "; ~", "'f' .. " ~ "~I .;;~}~I~ . . ,\,. ::.~:":: . <;\:~:~;it~ ., '.' .:;,' ~;~~~~l I. ....,..., "./;t'6r;, i "...,' '';';';-''er.'-l'' I :'(c.V~ I':~~~ -~ '::~~~;~' " I ,.,t;" . .: ~ . .., . '~ !<", ~nlr Gl~~l!; i<~ili' '"f" ,~.' "'/: ;<;=;:.1 ~)~ .""".,. "li ".~ ,K~' -,,':.', ..... ..~< . . \~. .' ~.' I.. ~ < ~ \~; /:.11"1., (I) .1""1' E. alw Jaw",,, u.\_ PETITION Hm PIWUATE lIud GnANT OF I.ETTEnS (~I- (l~ .S'~ (1 !'('(Plll Nu. lll: .__u_._. .. Ih'~i'I'1 Ilf Wi)" f"! ,llle I ~---------.-_. Ot'fl'(JWII, ('011111)' of .~.1II~1!.' ~H~~__ in Ihe Soci,,' S"('lIrilJ' No, ,'..lYE I.H.: jn~.'..." . COllllllllllw.allh 01 I'elllllylvullia lhe (1'litllllllll Ihe IIlId."i~lI.d 1"(1..lllIlIy "'(11"<111' Ih;II. Yom pCliliollClh). who "'/illl' IN )l',U\ 01 i1Jll' 01 "ldcl i1l1lhl' l'.\l'l.'lIl illlhe hl\1 will III Ihe ahll,e d...delll, dall'd . Jill Y I' . . _. alld ",didl(,) daled .nlllle uH'" ., _ _ ___BilliOr.t J".['ClOJ:5L. husband,c1 icdJ\lly.S, 1 ~8,) ()l"li _.._..._.______ nalllcd _h_.__. I'I~ g Ii ,,- '~~ ",t c ].g ~- -:~ ...~ ,0 ;; c .. Vi Ihrron. ~1vJ ".,.1lJnI~ie) ~.JI~t.<:.,GL..-. ,k-<'/ " .~. ~ Hobert S. Peters 6170 F.1ith Road -Snlisuury, NC 28146 718 10th Avelllle Prospect Park, PA lYU2b .----- ------------- -.. --..~---..---_._------,--._- --------- --- ------._-----. 1\I:llt'rl'll'\,1l11 ...rl"lllll'l.lIh'~". l',tot. ll'lHllldillHlII. dr.tlh 01 CH't,;lilo',l'lcl Dcccc.knl \\;1\ dnl11ll.:ill'lJ :Illlt,'alh in ~ .J';'_II!!!L~rl.!!!.(L______~. ._ County, Pennsylvania, with It_~.!...-._ la!"ll filmily or prilll.'lpal H',idclll':C at _J29._!,:ilH t Hu rd S tree l , Bu rOllgh 0 f Sit i PI)l'rH1J.!!u:.ll.l~!!J!!I!!.'X.l.dll.!I__<':J~JH!,l.y s_I!L_ Ill'il ...1 ,,'d. IIlImhl't, '1'"1' lIr Buru) D.ccdelll, 111<'11__.L4___)',."" of a~e. dird _._O~.lQ)J<tL.1Z .1'1 9U al Ilorth C.,,.Ol[jHI H"I>.!J.sl_lIos1!.!J.,I.L..JoIl~!!;.L(,!~j;,'l.e.!'!.. North C;,rol ill;' Excepl as follows. de..denl did nlllmarry, was 1101 dim"ed and did nol have u child born or adopted afler exe.ulion of Ih. will offerrd for probul<; wa' notth. vi"im 01 u killing nnd was n.ver adjudicaled incompctent: none ____,___ Dceedcnllll d.alh O\'nrll prop."y \\ilh eSlilllal<d vain" a, follows: (If domiciled in I'u.) All pmonal prop."y $ 25 .000 (If nol domiciled in I'a.) Personal prop.ny in P.nmylvunia S (If not domicil.d in I'a.) Personul prop.ny in Counly $ Value of ,eal <Slille in P.nnsylvaniu S 65 .000 silllaled as follows, 329 Easl Hurd Street. .~~~h of ShiolJcnslJurJ!, CUlOucrtand County. PA WHEREFORE, prtilionc,(s) rrspe<lfully ,equrst(s) Ihe p,ohale of the lasl will and codicil(s) presellled hrrewilh und Ihe ~ralll of '.lIers..!..e s t ;Imenla ry (Ir'I,tmCIlIM)"; Jtlminj,I'Jlllln c.I.a.; admini\IrJlion d.b.n.c.t.a.) : OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH m' I'ENNSYI.V ANIA } t:lS COUNTY 01' _ cu,',:tl'HI.ANIl The pClitionrr(s) ablwe.uam.d sw.ar(s) or affi,m(s) thllllhe slalelll.nls inlhe fo,egoing pelilion are Irue and .orre" 10 Ihe hesl of Ih. knowl.d~e und brlief Of~eli iOnrr(S)~'}'Il! hal as personal represen. lalive(s) of Ihe ahove d..ed.nl p<l.,iunrr(s) will wefi1l'"1 ul.JminiSl' I '. :Iale ncco,ding 10 law. Swurn 10 or affi',luc.d nnd s"hsc,ibed I' ..:.~"'" )SL ~ rn:fo,e me Ihis _..!~ ___.. _ day of _I~"".!.." lV. I'''!c.ers ~. \~' Oct.QDeJ: ...:.__u.___ 1'1_ YL. /- ?,"r-.I .' " ~:7i.. ~ //, 7LL....::.:...;U'!.:./. ;'i..';,:J.:.:" ',) 'h!l",~~':.':...:~. Pelers ~ Ma::yj C. Lew 1 q R('~illa"l / ~_ _ ___.. E: /5: Ifl.-' II "OltTII CAJlOl.lt1A UKI'AMTMENT 0.' KNVlIlONHENT, IIEAI.TII, ANU ""TUMAL IUCGOUMCED CTATE CKtrTHlt roM. IIf.Al.TII CTATlOTICS-YITAI. MV.COMV9 GECTJOU CERTIFICATE OF DEATH t OSq Regl.t,eUen D DI.trlcl No. I. ... , ""'" Y. .. '~ , F , \O-\1.q~ - ..I" ., " "'''' y. ,( /y' .. (r..,.J ....."" D'r' ,..... Monyt" Y'f.1 1922 I ~curlf,~And Co. I 1'. I. 71, .. '" .. 'eb lB, . ~ ..191-18-3224 ARMED FORCES1 ('(" 0# No) .. No HOSPITAL K1lnp.ll.nt rJ [RJOuttJ.tl.nl rJ OQ.\ OWCR U NwtllngUor. 0 AnKl'IK' 0 Olh.,(S~J I ttOf ll'l."tllflol'l, 111\" .u..I.1'Id IIl1mbel I I lb. NC Ba k WlnHton-Salem t.. Forsyth Kl N 120. Communication. . n.' llllt M."*,,~. o.,Qfced (Specify, to. Widowed It. " I. t... I'A ...Cumberland ", Shi ensbur " .nl HI,p.nlC ,n (Sp.c .. 01' No-lfye.. ,~d'jCIlNn. M,.",II, ~rloRIC,n. .lel 0 '1'n aUotSl*,lyJ .. 329 E. Burd St reet ",. " ... u Robert S. Peters MAIUt ",. 718 " SS(S,,"I~Nun>>I'O# cnI 0&ttI utnllIr, Tenth Avenue, Prospect tI1Incan .,n, DI.1'k.,^",IlI,E~ fSp<<IyJ ~lfr.d)Elf.".n~aI)'(O-f2J White 13 ". II. MO H'S (//at. dd~. M.n uma'" Elizabetii Ocker . . ~tl"'".) ('I..orNo) Yes tho N '. ( t1. Robert 17257 Ufo t /ddle, ,sU Willis M. Park, PA 19076 "I "'''', 1/f.',OfC:omp .. Uill n .n " . "",. . JCIPfqlAII..Ift.' 'oOl<<o,.ltotIoI, Of'''''' 1,1" lJt on't on, au" 011 nch "', (PRJNr 01 TYPQ UUilllCorl"fl .11.. .. tlo. ...."" BefwMIIO!\llt.1ld ON~ 3wk~ 4 ($ ....lD!,ATlCAUIE --... IFNld.....ot conIllllotlrllub'Ig ,"d..1l1 . I'll e.v..tn .'n;a. s-q\llfttlltt kt condillOfl' r.ny....4InGtDhWnl1S.... au.. tn.rUHDlAL't1NO CAUIElDil....oriiuf'( "'I~,"eveftll ,,,uD'oO,"'"IlILAST . f e.tCtrh.kc.. fJ({ld{- c...,ur , 20.. . ., IoIQ ICInl condltlOn. contnbutlng la dutt\ bill not ,..ulllng In!fle undel1Ylng gUM111"n In '1\,' .. tobaec:o,' N<f)o.!- .OfdNgU..;dil te',n:. 20b. U 5 2". 21.. No 22. 5: 15A-.. o ICE: ^ LAW EOVlH S HA ALL EA HS E 0 AAUMA.,ACCl IN ,HaMICl -,SUlCI ,OR N 50S Cl ,NU UNNA U UMS BE REPORTED TO. AND CERTIFIED BY A MEDICAL EXAMINER au A MEDICAL EXAMINER'S CERTIFICATE OF OEA TIt At('( [)€A TH FALLING ItfTOTHESE CATEGORIES IS'MTHI THE MEDICAL EXAMINER'S JUR1SOlCTIOfl REGARDlESS OF THE lE~~GTH OF SURVIVAL FOllCMUIO THEUUOERlYING INJURY S1GUAU AN Il ell' 11",rL 11. '}/'v.'r.JA. /.... f) ss RSON tM10 COMf'L - to 5 - 0 'l !l.tI,. C.t.tclt,'-<<. (Ix I 51 Bun.1 0 Cf'lT'iItIOn 0 R,ma,,1 25a. OOon.lion OOlhef N A SS UN LH I Y'., _II Ind,nl1' CO"."'tled IfI dellfrn"IfII1 UU" dutt\1 W.. cn. r. ,/1.0 to .o~ um .." " ( ""'" Y. . ;: 23b. 10-17- ~ 231, ... ... 15f I NeN.me n"." ,c"""/oI)',,,,OU'II' ,'."JSpring lIill Cemetery 25b, tt(l EM20) J&. ~: }IJ 6,.. S~'&I., /vC- " A I otown.~.P Shippensburg, PA 2", UN " . HUM .... ...F,s I~og 27. .-_-1 -~ , ---- -"'--:"~ _ .J#'-~~T --1-"- , . ~ ~ 'U ~ c\ , TIIIlln I direct that all the rest, resldlle and remainder of my estate shall bD distributed In accordance with paragraph second of this my Last Will and Testament. I'OUIlTII 1 direct that any and all Inheritance, estate, or transfer taxes Imposed upon my estate, whether passing under my will or otherwise sholl be paid out of the principal of my residuary estate. 1'11''1'11 Any and all payments of any sum or sums, whether in cash or in kind and whether for principal or income, payable to the said beneficiaries sholl be mode upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment or pledge and free from the control by the creditors of any such beneficiary, All shores of principal and income horein given shall be free from anticipation, assignment, pledge or obligation of any beneficiary and shall not be subject to any execution or attachmont. S I X '1'1 I I nominate, constituto and appoint my husband, Robert L. Peters, to be the Executor of my Last Will and Testament. 1 hereby relieve my Executor from the necessity of posting security in connection with their duties as such, in any jurisdiction in which they may be called upon to act, insofar os I am able by law to do so. In the event of the death, resignation, renuncia- tion or inability to serve for any reason whatsoever of my said husband, I nominate, constitute and appoint my sons, Daniel W. Peters and Robert S. Peters, or the sllrvivor as Executors of this my Last Will and Testament. 2 .' ---, --..,.,.,..- . - - r .,-:.. i .- .. ------.-.:-.-~.;.WtI ;~~ \ -, ...... 1"1"'111"'41 1 85078 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '*' II NO. AA RECEIVED FROM, & ACN ASSESSMENT r:t CONTROL iiII NUMBER AMOUNT WEIGLE ET AL 126 E KING STREET leI ':i.060.00 SHIPPENSBURG, PA 17257 fOlD HUf ..:, ESTATE INFORMATION, t:I FILE NUMBER li 21-1996-0869 t:I NAME OF DECEDENT (LAST] ~ PETERS JANE E ~ DATE OF PAYMENT Iii 01/16/97 EI POSTMARK DATE COUNTY SSN 191'-18-3224 (FIRST] (Mil CUMBERLAND DATE OF DEATH 10/17/96 REMARKS ROBERT S PETERS C/O WEIGLE ET AL SEAL CHECKtl 114 fa TOTAL AMOUNT PAID $5,000.00 VZ REGISTER OF WillS -, RECEIVED BY !.,. (,.'.. "".j ", '<.- ) SIGNAT~AE ." MARV C. LEWis ,".' j 'I.. /,( ~;J.- REGISTER OF WILLS ' ._~_._. , . -r.~ ------- .' " . . .._1 -~ ----..-...- ----:"~ _ .....f'G-~... ..~-.. , ':;', _ I /..i \(. - L~ R~'."OO[X'IH'1 INHERITANCE TAX RETURN ~~~~t~~~~rlf~~MmR 12131/91 RESIDENT DECEDENT POVERTY CREDIT '5 CLAIMED cO\'~~~::I~~:~"o6,'~~~'~~~A"A (TO BE FILED IN DUPLICATE FILE NUMBER "ARRI'~~~~.':~~~~"'o"" WITH REGISTER OF WILLS) COUN;:/CODE ~~:R6 DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS Peters, Jane E. 329 East Surd Street SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Shippensburg, PA 17257 DECEDENT 191-18-3224 10/17/96 02/18/1922 Counly a.unberland Count I" APPLICAOL[JsunVIYlNlI 5""",,'"A''' ILA"'. SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) FIRST AND MIDDL[ INITIAL) o 40. FU1UlO Inlol051 CompfonllSO (10' dole' 01 dooth ollar 12'12-02) ~ 6. Docedenl Died Te'tolo 0 7. Decodenl MOllltoined allYing Trusl O. TOlal Numbor 01 Solo Deposit Bo,es (AIIoch copy 01 WIll) (AIIach copy ot Trusl) '", ~. ' , "1 AU. CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: . .:, :::,' h NAME COMPLETE MAILING ADDRESS David P. Perkins, ire Mark, Weigle and Perkins :. TELEPHONE NUMBER 126 East King Street (717) 532-7388 Shi, PA 17257'1 1. Real Estate (Schedule A) ( 1) 64,500.00 2. Stocks and Bond. (Schedule B) (2) 100.00 3. Closely Held Stock/Pennership Intelest (Sch. C) ( 3 ) None 4. Mongages and Noles Receivable (Schedule D) ( 4 ) None 5. Cash, Bank Doposits & Miscellaneous Parsenal ( 5 ) 24,628.09 Property (Schedule E) 6. Jolnlly Owned Preperty (Schedule F) 7. Transtels (Schedule G) (Schedule L) O. Total Gross Assets (tolal Unes 1.7) 9. Funeral ElCponsos, Adminlstrativo Costs, Miscellancous Expenses (Schodulo H) 10. Debls. Mongage Uabilities, Uens (Schedule I) 11. Total Deductions (tolol Unes 9 & 10) 12. Net Velue 01 EstOIO (Une 0 minus Une 11) 13. Charitable end Gevernmenlal Bequests (Schedule J) 14. Nel Value Sub'OCllO Tax (Une 12 mious Uoo 13) 15. Spousal Ttansfers llof datu of death aller 6-30.941, See InstructIons tor Apphc.1blePefcentageon P.1ge2.llnclude values trom Schedule It. or Schedule M.I 16. Amount 01 Uno 14taxablo at 6% ralo (Include velues Irem Schedule K e, Schedule M.) 17. Amount 01 Uno 14taxablo at 15% ralo (Include values !rom Schedulo K or Schedulo M.) 10. Principal tax due (Add tax Irom Lines 15, 16 and 17.) 19. Credits SpousaIPoveftyC"dll Prior Paymonls Discount + 5,000.00. 263.15- 20. II Uno 191s grealor than Uno 10, enter tho dlllorenco on Uno 20. 11115 i5tho OVERPAYMENT. A. Check hero It au are re u8stln a rofund a. our ove a ant 21. II Uno 181s groalor than LinD 19, ontor the dllleronco on Uno 21. This is tho TAX DUE. A. Entor tho Inlorest on tho balanco duo on Uno 2tA. B. Enler Iho tolal 01 Une 21 and 21A on Une 21B. Thi. is Il1e BAlANCE DUE. Make Check pa able to, Reglsler ot Wills, Agent .. .. BE SURE TO ANSWER AU. QUESTIONS ON PAGE 2 AND TO RECHECK MATH - - Undor penallles 01 perjury, I declare that I 11 avo exammed thIS 'eturn. mcludlng accompanYing schodulos and statements. and to Iho best 01 rrri knowledge and bellol, It Is truo. correct and complelo. 1 declaro that all real ostoto has beon reporlod at true markot value. Declaration ot preparor othor than tho porsonal ropro totivo Is basad n olllnlormation 01 which preparer has any knowlcdqo. SID U OF LE FOR FILING RETURN ADDR[SS 1. Original Relurn CHECK APPRO- PRIATE BLOCKS o 4, Umitod Estate CORRES- PONDENT RECAPIT- ULATION TAX COMPUTA- TION 0869 NUMBER 3. Remainder Return Ilofdo1luo1dealhpllorto 1'l-tJ-8'l) o 5. Foderal Estate Tox Roturn Required ~J (6 ) ( 7) 67,083.85 43,513.77 (8) 199,825.71 ( 9) 17,533.18 (10) 4,412.41 (11) (12) (13) 21,945.59 177,880.12 None (14) 177,880.12 (15) x . = (10) 177,880.12x .06 10,672.81 = (17) 0.00 x .15 0.00 = (10) 10,672.81 Intorest (19) (20) 5,263.15 (21) (21A) (21B) 5,409.66 0.00 5,409.66 tiAN R[PR[S[NTATlvE See Schedule attached DATE Ii / J '; 17 ADDR[SS 126 East Ki Shippensburg , Street PA 17257 OAT[ 5-Q-Y7 Copy"g"'t FOfm, Softw.,. Only. t994 Nelco.lnc, N94flAOOl REV-100l! EX. (12-00) COMMONWEALTti OF PENNSYLVANIA INltERlTANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Jane E. Petem Jelnt 'en.n~I)' NAME ^ Robert S. Pete.o B Dilniel W. Peters JolnUy- owned property' SCHEDULE F JOINTLY-OWNED PROPERTY ADDRESS 329 Eilot Bard Street Shipp3nobUl-g, P^ 17257 6170 Faith Rmd Silliobury, NC 28146 I FILE NUMDER 21-1996'0869 RELATIONSltlP TO DECEDENT Son Son LETTER DATE DOLLAR VALUE OF ITEM 'OR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECO'S OECEDENrs NO. JOINT OF ASSET % INT. TENANT JOINT INTEREST 1 A 12/7/89 Dauphin Deposit Bank and Trust 5,990.72 50% 2,995.36 Carpany Checking Account Ii 0097448370 opened 1/28/80 made joint with Robert S. Peters, son, 12/7/89 A 12/7/89 Interest on arove item accrued 6.26 50% 3.13 as of decedent's death 2 B 5/4/89 Orrstown Bank Checking Account 10,390.49 50% 5,195.24 Ii 641251 opened 5/4/89 joint with Dilniel W. Peters, son B 5/4/89 Interest on above item accrued 8.94 50% 4.47 as of decedent's death 3 A 8/31/78 Dauphin Deposit Bank and Trust 7,178.43 50% 3,589.21 Carpany Savings Account II 5306609589, opened 8/31/78 joint with Robert S. Peters, son A 8/31/78 Interest on arove item accrued 4.71 50% 2.35 as of decedent's death 4 A 7/21/95 Dauphin Deposit Bank and Trust 15,000.00 50% 7,500.00 Carpany Certificate of Deposit Total from continuation oaae(s) 47,794.09 TOTAL (Also cntor on hnc G. RecapitulatIon) $ 67,083.85 PA1S091 NTF 1716A CDpyrll~ht Forms Software OnlY'. 1994 Nelco, Inc. N94PA091 (If marc SP&CO is needed. insert addlllonal shools 01 narno slzo.) Page 2 Estate of: Jane E. Peters 21-1996'0669 sa IEOOLE F .. Jointly,CMned Property Date D:lllar Value Item Joint Made Total Value ~cd's of ~cedent' s No. Tent. Joint ~scription of Asset % Int. Interest -- 4 A " 6100974691 opened 7/21/95 joint with Robert S. Peters, son A 7/21/95 Interest on atove item accrued 57.14 50% 26.57 as of decedent's death 5 B 7/21/95 Dauphin ~posit Bank and Trust 15,000.00 50% 7,500.00 O:Ilpany Certificate of Dep:>sit " 6100974705 opened 7/21/95 joint with Daniel W. Peters, son B 7/21/95 Interest on aJ:ove item accrued 57.14 50% 26.57 as of decedent's death 6 A 4/19/69 OrrstOllll Bank Certificate of 5,000.00 50% 2,500.00 Dep:>sit " 3-41553 opened 4/19/69 joint with Robert S. Peters, son A 4/19/69 Interest on aJ:ove item accrued 120.59 50% 60.29 as of decedent's death 7 A 6/31/76 Dep:>sit to Dauphin Deposit 126.16 50% 64.06 Bank and Trust O:Ilpany Savings Account # 5306609569 in transit at date of death 6 B years Sprint Stock jointly a.omed 34,427.21 50% 17,213.60 with Daniel W. Peters 9 A years Sprint Stock jointly a.omed 26,221. 97 50% 14,110.96 with Robert S. Peters 10 B years 360 Cbmmunication Stock 6,936.00 50% 3,466.00 jointly a.omed with Daniel W. Peters 11 A years 360 Cbmmunication Stock 5,640.00 50% 2,620.00 jointly OIIlled with Robert S. Peters 'IOI'AL. (Carry forward to nain schedule) . . . . . . 47,794.09 REV-15tO EX + (2-07) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE FILE NOMD!R Jane E. Peters 21-1996-0869 THIS SCH. MUST BE COMPLETED & FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON TltE REVERSE SIDE OF COVER SHEET IS YES. DESCRIPTION OF PROPERTY DECD. DOLLAR VALUE ITEM EXCLUSION TOTAL VALUE .. Includo nomo 01 lho tfDlmIOfCQ, thou ,. OF DECEDENT'S NO. rolaUonshlp 10 docodanl. dalo of l'Dn~IOl. OF ASSET INT. INTEREST 1 Real Estate in Menallen TbwnShip, 3,000.00 26,000.00 100% 23,000.00 J\dams Cbunty, FA, conveyed to Robert S. Peters 5/17/96 2 Real Estate in Sout~ton 6,000.00 24 , 000 . 00 100% 18,000.00 TbwnShip, CUmberland Cbunty, FA, conveyed to Daniel W. Peters and Martha W. Peters, 7/8/96 3 Dauphin Deposit Bank and Trust 2,500.00 5,000.00 100% 2,500.00 Carpany Certificate of Deposit # 8100976430 opened 11/28/95 joint with Heather B. Peters, granddaughter Interest on al:ove item accrued as 0.00 13.77 100% 13.77 of decedent's death TOTAL (Also enter on line 7, Recapitulation) $ 43,513.77 (II molD spaco Is needed. insert additional shoots at soma SlZO.) PA15101 NTF 1217A CopyrIght Forms Sollwl'. Only, 1994 Nelco,lnc. N94f1A101 ReV-U11 Utl'-'" SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Pl.... Print or Type COMMONW[Al Itt or P[NN5VLVANIA INti[R1fANCe fAil n[lUIlN IUSIOeNf U[CeOCNI ESTATE OF Jane E. Peters ITEM NO. A. Fun.ral Exp.n..a: FilE NUMBER ;n-199G-0869 DESCRIPTION AMOUNT 1 Fogelsanger-Bricker F\meral Hare 5,309.96 B. Admlnl.traUv. Co.lI: 1. Porsonal Roprosontatlvo Commissions Socl.1 Socu,lly Number 01 Personal Representetlve: Year Commissions peld 0.00 2. AUornoy Fees Narre: Mark, Weigle and Perkins 3. FamilV Exempllon Claimant ReleUonship Addross 01 Claimant el docedent's dealh 6,500.00 0.00 Street Addross CIIy Stolo Zip Code 4. Probato Fees 220.00 C. Miscellaneous Expen.e., See Schedule attached Tbtal from continuation e(s) 5,503.22 17,533.18 TOTAL (Also enle, on Uno 9, Rocapituloiion) (It more epacels needed, Ins.rt addtUonal .heell ot s.m. .1...) $ PA15111 NTF".. Copyrighl Forml SOltwlf' Only, 11194 N.ICO,lnc. N94PAlll Page 2 Estate of: Jillle E. Peters 21-1996-0869 sa-lEOOLE II, PART C .- Miscellaneous ExpJnses Item No. Description JIlroUnt 1 Register of Wills, CUmberlillld Cbunty . filing Inventory, Jlppraiserrent, illld Statelrellt of Debts illld Deductions 25.00 2 Register of Wills, CUmberlillld Cbunty - filing Family Settlen-ent J\greelreI1t 50.00 3 News Chronicle - advertising Letters Testarrentary 4 CUmberland Law Journal - advertising LEtters TestaJrelltary 5 Mll"k, Weigle and Perkins - reimburserrent for postage, xerox copies, and long distance telephone calls 58.32 60.00 33.00 6 Linda K. Klein - notary fee 7 Sailharrer Real Estate - appraisal of nountain real estate 8 H & H Chevrolet - appraisal of autarobile 100.00 15.90 9 Dennis L. Gotshall - appraisal of personal property 10 Sailharrer Real Estate - appraisal of residence 11 Vital ReCOrds - death certificate for Rebert L. Peters, Sr. 12 Register of Wills, CUmberland Cbunty - PA Inheritance Tax payment at discount 13 Vital ReCOrds - death certificate for Rebert L. Peters, Jr. 14 Register of wills, CUmberland Cbunty - Short Certificate 15 Register of Wills, CUmberland County - 2 short certificates 40.00 100.00 5,000.00 'IOI'AL. (Carry forward to main schedule) . . . . . . 5,503.22 6.00 3.00 3.00 3.00 6.00 REV. nn EX' .11"1 COMMONWEAL HI or r[NN5VtVAN1^ INll[RUANCE TAX lI[fUnN flUIIDENT DECED[NT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ESTATE OF Jane E. Peters ITEM NO. DESCRIPTION 1 Checks outstanding at date of death drawn on OrrstCMll Bank Checldng Account 2 United of PA - O::tober and November billings 3 GPU Energy 4 Borough of Shippensburg 5 GPU Energy 6 TIlaTpson Energy 7 ChanU:Jersburg Health Services 8 United of PA - I:ecember billing 9 Travelers Insurance - premium 10 GPU Energy 11 ChanU:Jerlin's Pest Cbntrol 12 Borough of Shippensburg 13 United of PA 14 Travellers Insurance 15 ThaTpson Energy 16 Holladay Healthcare 17 GPU Energy 18 'Ihatpson Energy 19 University Hospitals 20 National Recovery Agency 21 GPU Energy 22 Inten1al Revenue Service - 1996 federal ineare tax Tbtal from continuation e(s) TOTAL (Also enler on line 10. Roca Itulalien) (II morc speco Is neoded, Insorl addllion"1 sheets 01 some slle.) PA15121 NTF2UO Cap)'t'ight Farm. SoHwa,. Only, teg. N.tco, Inc. N94PAt21 Pl.... Print or . FILE NUMBER 21-1996-0869 AMOUNT 280.88 137.38 37.14 120.31 43.71 86.54 35.91 37.56 173.00 38.24 96.46 144.41 25.72 220.00 75.53 83.11 60.58 145.45 1,139.84 350.95 85.75 63.00 $ 930.94 4,412.41 Page 2 Estate of: Jane E. 1'clem 21-1996-0869 SOlEllJlli 1 -- D:lbto of D:lccdent. M:Jrtgage Liabilities and Liens Item No. D:lscription J\m:lUnt 23 Lexington Memorial Hospital 10.67 24 Borough of Shippensburg - water, sewer, refuse 340.38 25 Elva Jane Goodhart, Tax Cbllector - 3-1-97 real estate taxes 254.61 26 Lexington Memorial Hospital - 4-19-97 staterrent 325.28 'lOl'AL. (Carry forward to train schedule) . . . . . . 930.94 ~ - . . I.AST NII.1. AND TESTMIENT 01' JANH E. PHTEIlS I, JANE E. PETHIlS, of the >>orough of Shippensburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last \Hll,and Testament, hereby revoking all other wills and codicils thereto, heretofore made by me. F t RS T 1 direct the payment of my debts and tho expenses of my funeral from my estate as soon after my death as conveniently may be done. In the event 1 am not the owner of a cemetery plot at the time of my death, 1 direct my Executor to purchase such lot, with a contract for perpetual care, for the intermont of my body, and to improve the plot and have erected thereon an appropriate monument and headstone. ~ 'oj cl SECOND 1 give, devise and bequeath all my estate whether real, personal or mixed, together with all insurance policies thereon unto my husband, Robert L. Peters, provided he shall survive me by thirty (30) days. In the event my said husband fails to survive me by thirty (30) days, t then give, devise and bequeath all my estate, whether real, personal and mixed, together with all insurance policies thereon in as nearly equal shares as is practicable unto such of my children as shall survive me by thirty (30) days, ~ stirpes. In default of surviving ch.ildren, I give, devise and bequeath all my estate, whether real, personal or mixed, unto such of my grandchildren as shall survive me by thirty (30) days, in as nearly equal shares as is practicable; 1 THIIlD I direct that all the rest, residue and remainder ef my estate shnll be distributed in nccordance with parngraph second of this my Lnst Will and Testament. FOUIlTH I direct that any and all inheritance, estate, or transfer taxes imposed upon my estate, whether passing under my will or otherwise shall be paid out of the principal of my residuary estate. FIFTH Any and all payments of any sum or sums, whether in cash or in kind nnd whether for principal or income, payable to the said beneficiaries shall be made upon the sole receipt of the respective individual to whom the payment is made, and free from anticipation, alienation, assignment, attachment or pledge and free from the control by the creditors of any such beneficiary. i ~ All shares of principal and income herein. given shall be free from anticipation, assignment, pledge or obligation of any beneficiary and shall not be subject to any execution or attnchment. SIXTH ~ ~ .~ I nominate, constitute and appoint my husband, Robert L. Peters, to be the Executor of my Last Will and Testament. I hereby relieve my Executor from the necessity of posting security in connection with their duties as such, in any jurisdiction in which they may be called upon to act, insofar as I am able by law to ,do so. In the event of the dea.th:, r.es.~.gnlltion, rc.nunci.a~ tion or inability to serve for any reason whatsoever of my said husbnnd, I nominate, constitute and appoint my sons, Da~iel W. Peters and Robert S. Peters, or the survivor as Executors of this my Last Will and Testament, 2 C0\1HONWEhLTII 01' l'ENNS'iLVMllh DU comiTY OF CUllllERLhllD We, h,re.s t N. JI1 ~l.rS witneDses whose names arc signed , the and J~rG" /J. C.r~IdL to the foregoing instrUluent, being duly qualified according to law, do depose and say that we were present and saw Jane E. ?eters, Testatrix, sign and execute the instrument as her t.ast Will and TestaU\ent, that she signed it willingly and that she execute,1 as her free act and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; and that to the best of our knowledge the Testatrix was at the time ei~\teen or more yea"Cs of age and under no const"Caint or undue influence. ~ +v:..-..z \J~- . (Lr ~ ~.I"'I , sworn to and subscribed before me by f'r,,.,cf IV- Mru.J and ~DrvL J? ~"'llr~' witnesses. this 17th day of July, 1980. - ~'" {, ,:~ ,~>-<~ ,...-'- otary rublic s'.:~.^,l r.. tJ.:trP"..1!,...I,jl"'l ~\JHlc 1')\,,$1\l!!"l'~"iH\9:n ,~':'I)J: <C": My Cernmi>>iuo bpi'" Ocl. ~7. 1960 -5- . COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND n: Rob~rt S. p~t~rH .--- --~ -'-- ----- ._,,-~--------_.------- - sworn ____ .ccording to l.w, de po,.. .nd ..y. th.t he ._..1.." ..th~--,-.- ..' .-.-' co-~x!,..s~!.---'-'-' __"'-' of the Est.t. of .Ill\l~ L p~tcrH l.t. 01 .E.l~_I!o!:"ugh of S_hlpp~\lHburg, _._.__ __ -, Cumb.rl.nd County, P.., d.c..l.d .nd that tho within Is .n inv.ntory made by ___~.':'b~~~E.._!'~.tcrH. .-- -'- , the ..id co-~x~cutor of the .ntir. edat. of soid d.c.d.nt, con.iding 01 .11 the p.rsonal prop.rty and r..1 .st.t., .xc.pt r.at .d.t. ouhlde the Commanw.alth of P.nnlylvania, .nd that the ligur.. opposite each It.m of the lnv.ntory r.pr.l.nt lt'l f.ir v.lu. .. 01 the d.te of decedent's d.ath. f ~i!v1:1 /P .--.-.-----.- -.-.---- b.ing duly Sworn to .nd sub.cribed before me, iQl:tcutor . Admlnblnlor Robert s. l'eters 329 East Burd St. Shlnoensbur~. PA 17257 ;'l1 0_: 'I 19 97 ~J Jt'. J(~J-~' NoI8IlaI Seal l.klda K. K\eIn, NolBry PublIc S1~1IbuIg, PA Q.IlteIIInd CoIItY My .....,oIeIIcn ElqlInI AuguIt 15. 2lIOO Dat. of D.ath - -_.- .---- Addr... 1996 October Month Vu, Day INSTRUCTIONS (}CJ or; ~J "1 " , c " ., " -.J I. An inv.ntory mud b. fll.d within three months .lter .ppointm.nt of p.rson.1 r.pru.nt~tiv.. 2. A luppl.m.nt inv.ntory mud be III.d within thirty day. 01 discovery of additional ....h. 3. Addition.l sh..h may b. .tt.ch.d .s to personalty or r.alty 4. S.e Articl. IV, Fiducl.riu Act 011949. OJ .,; " '" S .. 'M :z; Ul ~ :l .... 0'0 ~ < " C1' ~ ." Ul Ul " Ul co a- ... " u " W W 0 0 0 VI OJ " '" ...1>0 Ul Ul C , :I: ex: '" " . .. ." l- a- u. OJ .,; a- Ul Eo::> 0'0 Z .... ..J 1>01 c: ~~ I U. ..J jj 0 a- .... ... UJ 0 '" ~\ i- .>t "'w N > Z ex: " Z 0 c OJ ,.J C " 1>0 " .; - VI Z a .... Z \ ex: '" OJ 0 .... . w Ul '" 1>0 ~ a- ... '" c " "" . \ i - -.: .... ~ 0 " > A ... .>< OS " e 0::> - ~ a " " a ..J 0 u: '" .' Inventory Estate of Jane E. l~ters Fran 10/17/96 To 5/7/97 ~scription lIccrued Interest Value Cash on Hand d1eck on hand at date of death d1ecking Accounts Dauphin ~{X)Sit Checking Joint Qrrsta.m Checking joint Dan 6.26 5,996.98 8.94 10,399.43 ----------- Y'1- ,.."..b/e. 4.71 7,183.14 128.16 ----------- y,. T"""l4le 34,427.21 28, 221. 97 6,936.00 5,640.00 Y2. ----------- T"'l'"L,le 29.93 10,029.93 57.14 r'05"" 57.14 15,057.14 13.77 5,013.77 120.59 5,120.59 ----------- Y2. ,,,,...._101,,- Savings Accounts Dauphin Savings Joint ~posit in transit to savings O:mron Stocks Sprint Stock joint with Dan Sprint Stock joint with Bob 360 O::mnunication joint with Dan 360 O::mnunication joint with Bob certificates of Deposit Dauphin ~posit C/O Dauphin De{X)Sit C/O joint Bob Dauphin C/O joint Dan Dauphin C/O joint Heather Qrrsta.m Bank C/O joint Bob Four (4) $25 U. S. Savings Bonds Residences Burel Street residence Other Real Property Real Estate in Adams County, Bob Real Estate S/H, CUmb. Co, Dan 26,000.00 24,000.00 ----------- T"v.'ol<.. C,fhv e....eluS/ClNs Misc. Personal Property 1995 Chevrolet 1J.Jmina Sedan Refunds Sprint Corp rredical renefit Salisbury Center Genesis Eldercare J\lrerican Travellers 234.92 2,116.00 138.00 1 9:50 Total 9.87 i,''! ~.).I 16,396. U' 3, "!:S. (,S' 7,311.30 3 7, " I).. S ~ 9S,22S.10 } 0, 02.4.'13 20, I L'(. 3 2- SO,278.57 100.00 64,500.00 YI, 000.00 !;O,eee.oe 9,325.00 .. -, .-- CQMMONW(AlTt-t OF flUmSVlVANIA DEPARTMENT or "EVENUE BUREAU OF INDIVIDUAL TAXES OEPT 280601 IlARHlSDURG. PA 11128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT .~..l~'~ ~ NO'/\A 2113 (' 7 R[V-1I62 [I( 111-96) RECEIVED FROM: r- ACN ASSESSMENT CONTROL NUMBER AMOUNT '1 PERKINS DAVID P 126 E KING STREET 101 ~5. ',00 tJ6 SHIPPENSBURG. PA 17257 , I ,I -.. , rOlOflEHE rOlDHERE .. ~ ~ ESTATE INFORMATION: FilE NUMBER ;:>]-lqq"'-OA",q NAME OF OECEDENT (LAST! 'J JANF F DATE OF PAYMENT ~qN 1 q 1 1 Fl-~~;Jl& tFIRST! IMII ~ / I ~ /97 POSTMARK OATE _ 0/00/00 COUNTY --'cUMDERUlNn DATE OF DEATH TOTAL AMOUNT PAID 1i5,409.66 " " ~ ~ 00 RECEIVED BY." /J(i..f:~ (~ " :1,,-".4/ ,Vc. ~IARY C. LEW S Mr.hl ,(;,,/ JT.;J- REGISTER OF WILLS j REMARKS ROBERT S PETERS SEAi!:HECKlI 133 'f' " ---------.------------ -- -. ---- ---- - - --- -- - --- -- ---- -- -- -- ~ -. .f ~~. . . '. . ___1 ---.~ --- --_- .---~-.~-...~. ~ _ F-~~ .,.:., r .' , /J: /3~: r -v *' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU fif INDIVIDUAL TAXES INHlQIIAHC[ IAK DIVISION D[PI. :80601 HARRISBURG, PA 111:8-0601 ...... NOTICE OF INIIERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE Of DEDUCTIONS AND ASSESSMENT OF TAX IlHhl II II' 111.111 DAVID P PERKINS MARK ETAL 126 EKING ST SHIPPENSBURG DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN E ESQ 09-15-97 PETERS 10-17-96 21 96-0869 CUMBERLAND 101 JANE Allount Relli ttad PA 17257 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 ~ iiE'v=g'(,j-EiCiiFj>uioi-=97Y"NOi'-icE--OF-YN'HEiiifANCE-YAX-iI-PPRiiisEifE"Nr-,--iiLl"OWAN-CE-ijii---------umu- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JANE E FILE NO. 21 96-0869 ACN 101 ESTATE OF PETERS 09-15-97 DATE ATTACHED NOTICE TAX RETURN WAS: I I X I CIIANGED I ACCEPTED AS fILED SEE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Elt.t. ISch.dul. AI III 2. Stock. and Bonda (Schedul. OJ (2) 3. Closely Hald Stack/Partnership Int.ra.t (Schedule CJ (3) 4. Hartg.g.s/Not.. Raceivable (Schedule DJ (4) 5. Cash/Bank Deposits/Hilc. Personal Property (Schedule E) IS) 6. Jointly Owned Property (Schedule FJ (6) 7. Transfers (Schedule G) (7) 8. Total Au.t. 64.500.00 100. DO . DO .00 24.628.09 67.083.85 43.513.77 IBI NOTE: To insure proper credit to your account, sub..it the upper portion of this for. with your tax paYllant. 199,825.71 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funaral Expanses/Adll. Costs/Hisc. Expenses ISchedule H) 19) 10. D.btl/Hortg.g. LI.bllltl.I/LI.nl ISch.dul. II 1101 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govarnllental Bequests ISchedule J) 14. N.t V.lu. of Elt.t. Subj.ct to T.x 12,533.18 4.412.41 1111 1121 lIS1 1141 16.g4~ ~g 182,880.12 .00 182,880.12 If an assessment was issued previOUSly, lines 14, IS and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. A"ount of lIne 14 .t Spousal rate 115) 16. A"ount of line 14 taxable at line.l/Class A rate 116) 17. Allount of line 14 taxable at Call.teral/Clas. 8 r.te 117) 18. PrJncJpal Tax Due TAX CREDITS: PAYMENT DATE 01-16-97 05-15-97 NOTE: .00 X .00= 182.880.12 X .06= .00 X.15= 1181 .00 10,972.81 .00 10,972.81 RECEIPT NUMBER AA185078 AA211307 DISCOUNT 1+1 INTEREST/PEN PAID I-I 263.16 .00 AMOUNT PAID 5,000.00 5,409.66 INTEREST IS CHARGED THROUGH 09-30-97 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 10,672.82 299.99 5.56 305.55 · If PAID AFTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. I If TOTAL DUE IS LESS TIIAN tl, NO PAYMENT IS REQUIRED. If TOTAL DUE IS REFLECTED AS A "CREDIT" ICRt, YOU MAY BE DUE A REfUND. SEE REVERSE SIDE Of TillS fORM fOR INSTRUCTIONS. I " , I 1 I I I I I I I I I I I I ru I I I I I I ,_. '" , . . , COMMONW[:AllH or f1ErmSYlVAr"^ OEPAJHMlut or f!EVD4Uf. BUREAU OF INDIVIDUAL TAXES D[Pl ~eOfJOl ttAnUISOUnG, PA 1712a-OGOI ,~"Jt,~ ~ NO. AA 2 42249 n,v".,.. 1"'''1 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT DAVID P PERKINS ESQUIRE 10) "::lO~'i.~5 126 E KING STREET SHIPPENSBURG. PA 17257 fOlDIi[nr fOlD HERE ESTATE INFORMATION: FilE NUMDER 21-1996-0869 SSN 191-18-3224 NAME OF DECEDENT ILASTI tFlnS11 PETERS JANE E DATE OF PAYMENT 9/18/1997 POSTMARK OATE 0/00/0000 COUNTY CUMBERLAND DAlE OF DEATH (Mil TOTAL AMOUNT PAID '5305.55 VZ (j 'f . :..../ RECEIVED BY I' I- : '/ (I l i. 'I' / , I j '. /' / MARY C. LdwIS .'.' " /'" REGISTER./QF WILLS' 1/."./. / REMARKS DAN I EL W PETERS to ROBERT S PETERS C/O SEALCHECKII 140 . ) L ~,(\F 'i.l" . , . ' ." ., --., ...- .-- t.. r---; -,:. , . ~.-:"' .JIll" _"__ __u_ c' ~ ./t. /~- I ;;~. 'I (i/ *' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT BUREAU OF INDIVIDUAL TAMES tNtIUtlANe[ IAIl DIVISION DEPI. :10601 ttARRISIURCI PA 11111-0601 tn. I'll II "' III.tI' DAVID P PERKINS MARK ETAL 126 EKING ST SHIPPENSBURG ESQ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-06-97 PETERS 10-17-96 21 96-0869 CUMBERLAND 101 JANE Anount Re.it hd PA 17257 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTEs To insure propar credit to your account, subMit tha upper portion of this for. with your tax pay.ant. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE"v:i60j-Eini=p-foi-:9:fi----n.ilii-iNHERi''fAiic'E--i'iiiCSTA"ifiiE-Ni'-oF-iiccciiiiif--ii..------n-----m----- ESTATE OF PETERS JANE E FILE NO. 21 96-0869 ACN 101 DATE 10-06-97 THIS STATEHEHT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAM DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-08-97 PRINCIPAL TAX DUE, _______. 10,972.81 PAYMENTS (TAX CREDITS): PAYMENT DATE 01-16-97 05-15-97 09-18-97 RECEIPT NUMBER AA185078 AA211307 AA242249 DISCOUNT (+) INTEREST/PEN PAID (-) 263.16 .00 4.67- 5,000.00 5,409.66 305.55 AMOUNT PAID " . .. , TOTAL TAX CREDIT 10,973.70 .89CR .00 BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .89CR . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN tl, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" <<CRI. YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS. E PAYMENT I D.hch the top portion of thll Notice and .ub.lt with your pay..nt ...d. p.Ylble to the n... and addr... prlnt.d on the r.v.r.. .lde. If RESIDENT DECEDENT .ak. ch.ck or lon.y ordar pay.bla tOf REGISTER OF WILLS, AGENT. If NON-RESIDENT DECEDENT .ak. ch.ck or lon.y ord.r payable tOI COHHONWEAL TH OF PENNSYLVANIA. REfUND (CR)I A r.fund of a tax cr.dlt. which wa. not raqu..tad on the Ta. Raturn, .ay ba r.qua.ted by cOlpl.tlng an -Application for R.fund of Pann,ylvanla Inharltance and E.tat. Ta.- (REV-1313). Application. ar. av.llabl. at thl Office of the Reglltar of Wills, any of the 23 R.v.nuI Dlltrlct Offlc.. or frol the D.part.ant'. 24-hour an.w.rlng ..rvlce nuab.r. for for.. ord.rlngl In Plnn.ylvania 1-800-362-20S0, out.ld. P.nn.ylvanla and within local Harrl.burg ar.a (111) 181-8094, TOO' (111) 112-2252 (H.arlng lapalrad only). REPLV TOI Qu..tlon. r.g.rdlng .rror. cont.ln.d on thl. notlc. .hould b. .ddr....d tOI PA D.p.rt..nt of ~.v.nu., Bur..u of Indlvldu.1 T...., ATTHI Po.t A.......nt R.vl.w Unit, Dlpt. 280601. Harrl.burg, PA 11121-0601. phone (117) 111-6505. DISCMTI If any t.x dUI I. paid within thr.e (3) c.lendar .onth. .ft.r the d.cad.nt.. d..th. . 'Iva perc.nt (S~) dl.count of the tax paid I. .llowed. PENal TYI Th. 15~ t.x a.na.ty non-participation penalty I, co.put.d on the tot.l of the t.. and Int.r..t .......d, and not paid b.'ore J.nuary 11, 1996. the 'Ir.t day .,t.r the end 0' the t.x aane.ty p.rlod. IHTERESh Int.r..t I. charg.d b.glnnlng with 'Ir.t day 0' delinquency, or nln. (9) .onth. and ana (I) d.y 'roe the d.te 0' d.ath, to the date 0' p.v-.nt. T.... which beca.. d.llnqu.nt b.'ore January 1, 1912 b..r Int.r..t at the r.t. 0' .Ix (6X) p.rc.nt p.r annua c.lculated at a dally rat. af .000164. All t.... which baca.e d.llnqu.nt on and a't.r Janu.ry 1, 1912 will b..r Int.r..t at a rat. which will v.ry frol c.landar y.ar to calendar ye.r with that r.t. announced by the PA D.p.rtaant of R.v.nu.. The appllcabla Int.r..t rat.. 'or 1912 through 1997 ar., Yaar Int.r..t Rat. Dally Int.r..t Factor V..r Int.rut R.te D.lly Intera.t F.ctar 1912 20X .000548 .917 9X .0002"1 1913 16i( .000"18 1918-1991 11:( .00UD1 1914 11;( .000nl 1992 9X .000241 .915 U;( .000356 1993-199" 7X .000192 1916 lOX .000214 1995-1991 9X .0002'" --Intarut 11 calcuhtlKl .. 'ollow" INTEREST = BALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ,--Any Notlca I..ued aft.r the ta. bacoa.. d.llnquent will r.fl.ct an Int.r..t calculation to flft.en (IS) dlY' bayond the date of the .........,t. If pay..nt 11 lad. afhr thl Int.rut coarputaUon d.t. .howl on the Not Ie., additional Int.r..t au.t b. calcul.tad. ESTATE OF .JANE E. l'ETlmS 21.9{,-1I8(.9 FAMILY SETTLEMENT AGIUo:EMENT THIS AGREEMENT madc this /~, ~ day or {Jd~~ ,1997, BETWEEN: DANIEL W.PETERS and ROBERT S. PETERS, bcing thc lcgatecs under thc Last Will and Tcstamcnt orJanc E. Pctcrs. late orthc Borough ofShippcnsburg, Cumberland County, Pennsylvania, AND DANIEL W. PETERS and ROBERT S. PETERS, Co-Exceutors ofthc Estatc under thc Last Will and Testament of Jane E. Peters, dcceascd, WHEREAS, Jane E. Peters dicd Oetobcr 17. 1996, testate, and under hcr Willlcll her estate to the parties herein; and WHEREAS, Lellers Testamcntary were granted to Daniel W. Peters and Robert S. Peters on October 29, 1996. by the Rcgister of Wills of Cumbcrland County, Pennsylvania; and WHEREAS, all the asscts of the latc Jane E. Pcters have been liquidated or distributed and all her debts paid in full, and further the period of four months having terminated since the first advertisement of the issuance of Lellers to thc said Co-Executors, the said partics hereto desire to waive the duty of the Co-Executors to filc a First and Final Account with Proposed Schedule of Distribution for purposes of continnation by Thc Court of Common Picas of Cumberland County. Orphans' Court Division, AND FUlfillER dcsirc that a Family Selllement Agreemcnt be exccuted, which Family SeUlement Agrecment will bc duly rceordcd among the decd records in and for Cumberland County. NOW, THEREFORE, WITNESSETH, that the parties hcreto, in consideration of the MA'lK. WEIGLI: AND pcnKINS ~ Al10HNEVS AT tAW. I~(' LA5' KINr. 5TRrl:1 _ !>lllPPCNSUWK" PA 17;t'-.7 11'17 I . \~.,,~. I . , STATE OF NORTII CAROLINA COUNTY OF M.et/c./tnbllr1 On this,the ,l-41.l1 day or O~~htr : ss. , 1997, berore me, a Notary Publie in and ror said County and State. the undersigned ollicer, personally appeared DANIEL W. PETERS, known to me (or satisraetorily proven) to be the person whose name is subscribed to the within instrument. and acknowledged that he executed the same ror the purposes therein contained. ~u J. WliiUv My commission expires on: My Commlsslo~ r'pim October 3. 2000 (SEAL) COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND On this, the / b ~ day or (9 (!..~ , 1997, berore me. a Notary Publicin and ror said County and State, the undersigned ollicer, personally appeared ROBERT S. PETERS, known to me (or satisractorily proven) to be the person whose name is subscribed to the within instrument. and acknowledged that he executed the same ror the purposes therein contained. t~,- )! )(y,q,v,.. My commission expires on: (SEAL) Nol8JlaI Seal linda K. KleIn, NoIaIy NlIIc ~ PAQ",,bdIdCall'lW My ~,.,1iIIIan ExplrllIuptA 11, IIOll MARK, WEIGLE AND PCRKINS _ ATTORNE.VS A'" lAW - 126 EAST KING STREET - SHIPPENSIJURG. PA 17257.1397 RECEIPI'S OF PRINCIPAL Estate of Jane E. Peters As of 10/15/97 Page 1 Assets Listed in Inventory (Valued as of date of death) Fiduciary AcqUisition Value cash on Hand Cleek on hand at date of death fran Southanpton TcMnBhip, Clmberland OJunty, dated 8/12/96 Olecking 1\ccOUnts Dauphin DelX'sit Bank and Trust CbTpany Checking Account # 0097448370 opened 1/28/80 rrade joint with Robert S. Peters, son, 12/7/89 $6.26 Accrued Interest Orrstown Bank Checking Account # 641251 opened 5/4/89 joint with Daniel W. Peters, son $8.94 Accrued Interest $ 9.87 $ 5,996.98 10,399.43 16,396.41 Savings Accounts Dauphin Deposit Bank and Trust CbTpany Savings Account # 5306609589, opened 8/31/78 joint with Robert S. Peters, son $4.71 Accrued Interest $ 7,183.14 Deposit to Dauphin Deposit Bank and Trust Cblpany Savings Account # 5306609589 in transit at date of death 128.16 7,311.30 O::mron Stocks Sprint Stock jointly owned with Daniel W. Peters 879.9286 Units $ 34,427.21 i , I .\ " . i , I I RECEII!l'S OF PRINCIPAL Estate of Jane E. Peters As of 10/15/97 Assets Listed in Inventory (Valued as of elate of death) Orrstown Bank Certificate of J::eposit # 3-41553 opened 4/19/89 joint with Robert S. Peters, son $120.59 Accrued Interest Residences Real Estate at 329 East Burd Street, Borough of ShiwensWrg, OJmberland Cbunty, PA Misc. Personal Property 1995 Chevrolet lJ.Jmina Sedan Refunds Sprint Cbrporation - 12/16/96 rredica1 benefit Salisl:w:y Center - Genesis Eldercare refund 12/16/96 J\lrerican Travellers Insurance - 1/13/97 benefit J\lrerican Travellers Insurance - 1/13/97 benefit 1vrerican Travellers Insurance - 1/13/97 benefit Sprint Cbrporation - 2/12/97 rredical benefit Sprint Cbrporation - 2/12/97 rredical benefit 01ambersbw:g Health Services - 2/12/97 refund 1vrerican Travellers Insurance - 3/11/97 benefit $ 5,120.59 $ 234 . 92 2,116.00 138.00 10.00 200.00 5.00 78.11 35.91 1,334.00 Page 3 Fiduciary 1\cquisition Value $ 50,278.57 64,500.00 9,325.00 Page 5 DISBURSEMENTS OF PRINCIPAl. Estate of Jane E, Peters For Pericd 10/17/96 'nltuugh 10/15/97 l\dministration ExpeI1Bes (Prin) 10/22/96 Register of Wills, Cumberland Cbunty - Letters Testamentary and Short Certificates 11/20/96 cumberland Law Journal - advertising Letters Testamentary 12/3/96 Dennis L. Gotshall - appraisal of personal property 12/3/96 Sailhamer Real Estate - appraisal of residence 12/5/96 News Chronicle - advertising Letters Testamentary 1/9/97 Vital Records - death certificate for Robert L. Peters, Sr. 1/15/97 Register of Wills, CUmberland Oounty - PA Inheritance Tax payrrent at discount 1/16/97 Sailhamer Real Estate - appraisal of mountain real estate 1/16/97 H & H Chevrolet - appraisal of automobile 2/11/97 Vital ReCOrds - death certificate for Robert L. Peters, Jr. 2/11/97 Register of Wills, cumberland Oounty - Short Certificate 4/30/97 Register of Wills, cumberland Cbunty - 2 Short Certificates 5/14/97 Register of Wills, cumberland Cbunty - filing Inventory, Appraiserrent, and Staterrent of Debts and Deductions 5/14/97 Register of Wills, cumberland Oounty - PA Inheritance Tax 9/15/97 Register of Wills, cumberland Oounty - PA $ 220.00 60.00 40.00 100.00 58.32 3.00 5,000.00 100.00 15.90 3.00 3.00 6.00 31.00 5,409.66 DISBURSEJo1ENl'S OF PRINCIPAL Estate of Jane E. Peters For Period 10/17/96 Through 10/15/97 Page 7 5/1/97 leXington M3r0rial Hospital - 4-19.97 staterrent $ 86.54 35.91 173.00 37.56 38.24 96.46 144.41 25.72 220.00 75.53 83.11 60.58 145.45 1,139.84 350.95 85.75 63.00 10.67 340.38 254.61 325.28 12/12/96 'l'hatpson Energy 12/12/96 Chambersburg Health Services 12/12/96 Travelers Insurance - premium 12/26/96 united of PA - December billing 1/9/97 GPO Energy 1/9/97 Chamberlin's Pest Cbntrol 1/9/97 Borough of shippensburg 1/13/97 united of PA 1/13/97 Travellers Insurance 1/13/97 'l'hatpson Energy 2/7/97 Holladay Healthcare 2/12/97 GPO Energy 2/12/97 'l'hatpson Energy 2/19/97 university Hospitals 2/19/97 National Recovery Agency 3/4/97 GPO Energy 3/5/97 Internal Revenue Service - 1996 federal incare tax 3/11/97 leXington Memorial Hospital 4/15/97 Borough of shippensburg - water, sewer, refuse 4/17/97 Elva Jane Goodhart, Tax Cbllector - 3-1-97 real estate taxes PRINCIPAL BI\ll\NCE CN HAND Estate of Jane E. Peters lis of 10/15/97 01ecking AcCOlIDts OrrstOo\lll Bank Estate d1ecking AcCOlIDt 11692891 less: Incx:me balance on hand PRINCIPAL BAJl\NCE CN HAND Page 13 CUrrent Carrying Value Value ------- -------- $ 29,240.34 $ 29,240.34 ----------- ----------- $ 29,240.34 $ 29,240.34 1,066.30 1,066.30 ----------- ----------- $ 28,174.04 $ 28,174.04 ----------- ----------- ----------- ----------- RECEIPl'S OF INcx:t>1E Estate of Jane E. Peters FOr Period 10/17/96 ThroUgh 10/15/97 Page 15 Interest QrrstC1ill1 Bank Estate J\ccoUI1t 9/9/97 Interest on account from November, 1996, through September, 1997 U. S. Savings Bonds 9/4/97 savings bonds redeerred Dauphin Deposit C/O 10/31/96 Dauphin C/O interest 11/24/96 Dauphin C/O interest 12/24/96 Dauphin C/D interest 1/24/97 Dauphin C/O interest 2/24/97 Dauphin C/O interest 3/25/97 Dauphin C/O interest 4/23/97 Dauphin C/O interest 5/7/97 Dauphin C/O interest at closing $ 559.15 235.26 9.12 40.34 39.04 40.27 40.32 36.43 40.35 26.02 ----------- 271.89 $ 1,066.30 Total Interest ----------- $ 1,066.30 TOI'AL RECEIPI'S OF INcx:t>1E ===========