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HomeMy WebLinkAbout96-00873 NCI :>1-96-871 . Estate of AUc~ M. lluinll , Deceased I UEClum OF PIWIIATE ANn GI(ANT OF LETTEns AND NOW OCTOBER 3Q., 1'1 1991), in runsidrmtion of the petition on Ihe re\'erse sidr herroI'. s;lIisfurlory prunt' hu\'ing bern prrsrlllrd heforc mc. IT IS DECREED thai Ihc i1"lllImrlll(s) dulrd_----.Sllp.tcmber...2!1....l.981 desrrihed Ihrrrin hc lIdmillrd 10 prohalr und filcd nf rcwrd as the laM will of -Ali.c.. M Quinn lInd LCllers -Testilmentnry areherehygrulllrdlo......fll.tr.i~uinlLLlncl Phillip I. Quinn '~A7f(l.U.uJf.~ fUJl~GnCftn (1~1' Uc@i.\ICr uf WiIIllj, . (JO MARy C. LEWIS FEES Probate. Lcllrrs. Elr, ..,."". Short Certifkales(B') , , , . . , . , . , ~.!\Y8~~~ion ,............... ,ICP 270.00 24.00 AnOR:-OE\'ISup, CI. 1,1), No,) Hamilton C. Davis 10.264 Filed $ $ $ 9.00 $ ~.OO TOTAL _ L-30a...oo. .",.., O.CJO~ER ,30. .1 99fi. "."", (717)532-5713 PIIONE P 0. Box 375. Shippensburr, PA 17257 ..\lJlJRESS (')0 ,~ ... :n '" " " '- , , , -, r.l :t .. .t, . ,. ~ , .... --J Mailed letters and order to attorney on 10-30-9~/ I I I I II I I I I I ,I, 1,,1, 1,ll"J ".,,1, Ill"," Thi"lI'IIIUI,d)ll.lll1t'lldllll1L1tl~ln 1I'II}..:I\t'llh\'llltlt\\"1'1l. "II11.lrl('lt.I~lIl.1lt'IIIII.lttl 't-,I (! . ... I.tlt ,i1 Hq;l\lT II 'I ht" IlIIF,IIl.d \ ('II d I{ ,lie" ill bl' 11'1 \\ .lr\~t' I ," tllt ~r.llt "11.11 Hn I oj ,I... , )II,u 101 1'('llIl,lIlt III I illllg WARNING: It Is Illegal to duplicate this copy by photostat or photograph. (\1). /<\\~i:lii"Ojff.t~ l~' , "'+.'J'.' ti.i~.- .: '.' ;\~~~ ",{ ., ~ .... - ,. * ., ... ~, ,..,..,:' <~ ~,_,...r.> __~ :j>/Af{jji~\~~~ -".,....... TIv,,~ ~. ~~..,.A't"~-tJ-~ I Ill." Ikgl'lll.lf IT('IOI' till" (("II It II ,III ,$.' till 3869755 OCT. ~, 19% 1>,111.: '''OI'~"",, l1' COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECQRD! CERTIFICATE OF DEATH ., .. n' .. 1'01'1"._" KCIA4HCltlll"'"""""UI .. lO' .. ....IotIOf'DtGlClf........._..., iL.........., VI'lO("t'UIII - """ \,IHCll'lIDlll' -. -" "'''~IC#f_ ,......'oo..,.~ Flandrcau, l'\JlC.lD"OlC...u-o....__ __ti'o>O..._.... -.... __0 ~,O 9Oo. """" . ~ "I .,. . ~ u .._~~:.-.:::::J.~ " 11 DlClDlWT.'~~U$"~~""I",c- ,., 0..,.n... ...... ":\CU~i1':o,.c1.,.. '/NO ..0: .. Cumbo Pennsboro D'n W,llII.......Wu...-- _u_",,-,- --'" uNH ".0..._...... W. ...........""".. ~_P"__ .. ,.,H(J1.!U.IllIl......~~ 16 Ridge Lane Newville, Pa. 17241 OleIDUll" .au., IlU<<1oC1 '""- "'_..... ".au.. p~ .. ~- ~.. -...' ",.0 :;"'00:::-':::" WiOI~....._lIIoJ..__s.._ Pennsboro ... ,,. Cumbo ... a r ax Va. 20 l()C.QoOot.C....,....".....,r.c- ,<larUBle, Pa. 17013 ~. Ch.~ OUlTOlO'l&5"(.(;HS,(OVI"".cn " - --................ .........-. ....-- !--- : ..!LV' , . 11,"""1; ........._.__._..__.."""""_.... 0.............._...,.... ..."..,...-._ ...__1__...,..... H.fI'" """'..........._-......._.... ""'-.......-....._...........nl I: 0Vf 1O/Cfl A'. 'OONOVl'lCl OOl ,1<;; cliO OUlIOICJl-'l.~O\A.NC(UJ 'fIIO'lN~'..o..Q1 =J1~Dl;;(/ -.uIUl'flOIIlO CtJIoIP\notOlt#oUU 0 "'........ - - 0 ......- 0 ..I!!' ..0 ..0 .... 0 ~-.......- 0 OAlICWfiNflll j\I(HIo..,_, '''''1 01 l'VUfI' """"",G"flIQAlO;' OlSCllllltIC)iJfIlUU!tl'OXUI'WllO ..... 0..0 ... . flV.CflYll<UUIl'.AI_ _........ .--,.....,. --...... ..... .... tt _ u.T.IlIl<CNrt__ 'ec,"""'lIIQftn'ICu.II""""--~'____"""__"NI~"'_""''--_Il' "......._..,---........__......_11...._..""... ,.._... .........._. ..... 'J l ~oUIOn.,.,.,"O""'toC:ll...""......t>..lI'__""__I...,.....,.....-.,_' "...-....,.-......."...-..--.-.-......--.......-..--....- " "tt1DCALr:U"...r:MOfI~fll OIIh........I_~......."'nl'..I_.....""......-...."I"".......""..I_..I.......,,,..I........I.""-'1U..j.I.... -................. .., .,,,,st :....i;:\:r~&u Id. I,d. I ,01 " 21 - 96 - 873 aQ ,d _ :n ~ !"' (" ;.:"l? C' .' ~ ~..) \.11 ;.;.> c;-' :}) . ~~~< :~ !::'''' -.l , .J \- ., ~ \) \~, \," ~ '\! ,~ '~ ~ LAST \0:11.1. ANIl TESTAMENT I, ALIC~: M. QUlNN, o[ Went I'ennsboro Townshlp. Cumberland County. l'ennsylvnnlfl. dednre this to be my Lnst Will and Testament and revoke any will or codicil previously made by me. ITEM I: I direct thnl all my Just debts and [uneml expenses. including my gravemnrkcr and all expenses of my last Illness. shall be paid from my residuary estate as soon as prnctlcnble after my decease as a part of the administration of my estnte. ITEM 11: I bequeath those articles of my household furniture find furnishings nnd those nrticles of my personal effects and personal property as set forth in a separate memorandum, which I shall place with my will or deposit with my attorney. to the pernons therein designated. ITEM 111: T devise and bequeath nIl of the residue of my estate of every nature and wherever situate as follows: A. One-half (1/2) thereof to my nephew. PATRICK II. QUINN. providing he shall survive me by thirty (30) days. Should the said PATRICK II. QUINN predecease me or die on or bdore the thirtieth day following my death. I give. devise and bequeath his said share to his issue. per ntirpes. living on the thirty-first (31st) day following my death. B. One-half (1/2) thereof to my nephew. PIlTLLIl' 1. QUINN. providing he shall survive me by thirty (30) days. Should the said PllILl.TP T. QUINN predecease me or die on or before the thirtieth day following my death. then. in that event. I give. devise and bequeath his said share to my other nephew. PATRICK ll. QUlNN. T direct my executor hereinafter named to look into the possibility that I might be the owner of certnin royalty interestn received as gifts or i i j ~ ... \l ~ '~ ~ -' ~ ~ .~ ~ b~quests from my late uunt, LAURA C. ImNNETT. lnl~ of Roundup. Montuna, and I lwreby express my Intention thal any such royalty Interests shall be Included In the relllduary glftll of Ilub-paragraphs A Ilnd n above. ITEM IV: I appoint my nephew's wife, MYRA QUINN, or should she be unable or unwilling to uct or cont Inue to act, COMMONWEALTH NATIONAL BANK of Shlppensburg, Pennsylvania, guardian of any property which passes outright either under this will or otherwise to a minor and With respect to which 1 am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (Including secondary, college education, both graduate and undergraduate, professional and other education) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responslbHity to the minor or to the minor's parent or to any person taking care of the minor. ITEM V: I direct that all taxes that may be assessed In consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. ITEM VI: I appoint my nephews, PATRICK II. QUINN, and PHII.UP 1. QUINN, executors of this my last will. Should both of my said executors fall to qualify or cease to act as executors, I appoint COMMONWEAI.TH NATIONAl. BANK of Shlppensburg, Pennsylvania. executor of this my last will. ITEM VII: I direct thst my executors or gusrdlan or their successors 2 i'j J.:) I . I IDA DAllS01 DIAIH AnlA 12/31191 CHICK HIAI II A SPOUSAL POYIAlY CAIDITIS CLAIMID I I IIU NUMBEA R(V I"WOllt I' 'HI ,,~:J~:~C\ -}fI}v.- INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) .- ili Ii! ... w co w .- ..:5" ...",,, w...U %09 "''''.. II: "" ,.- ""< ww ",,, "'z 8~ r.x! Original Relurn ! 1 '2 Supplemttntol Relu,n [J 4, Limited Estate l j.4o FululO lollllln' Compromiut (for doll" of dealh aftel \2.12.02) r.~ 6. Decedenl Died 1,"1018 >4 7 Decedent Moinloined 0 li....in[J Tru,' (Ailed, copy 01 Willi IAllclth (Opy 01 Ttu,') . ALL CORRESPONDENCE AND CONFIDENTIAL TAX INfORMATION SHOULD BE DIRECTED TO. , , i I I lJltlUlul ~ t7i;;t-ii,,"\Tli"i\iAllil-;;;iilill";i-jii,J,Ii- 11"1"11, .\Ilcc fl, (OMMOt.WIAlTlt OII'llHl\'I'fA1/1A 1lI,,,IlIM(UI{11 N!....ltlIJ' Ill'" 111()f,ltl Il,uItI!.lIlUlllt 'A 111111 ot,cH IllA" I)' UlAll! i 10/2'1/')11 I 1:;-;'-';-;;:"'"\'.'"'' ,,"\""J~l \.,.,., ,'1' f".' ...1' 00.1 h' -', t .'J !I()('.\ !I1{UIll"HJ""U 5111-10-111.11 NAME Hamil ton C. Ilav is 1111 '(fAR Oll7 I flUMe[ R ~' I \COUt-llY coni tJI (11)1 tjlTfOi#lfiIAlii~I.i-~- ----- \OAI' 01 111.'11 Ollll,/Oll l'D"" "'u",, """'" III Hldf',l' Lalli' ~"wv 111,'. 1''\ IUIIi '''''"'( ./,A()!),.t II Clivi {J t~11 Ill\IIlU( !1(J1l'.l1 ] 3 Remainder Relurn (IOf dOltl' 01 cleulh plior 1012.13.821 Federal E.lalll To. R.'urn Required I I 5 " ~B 'alai Numbflf of Safe Deposit Bo." COMfLI\( MAILIIIG 1.00111 '.l'.l 75 East King Str"ct ---_._.-----_._..~.__.._~_.._---- Sh11'I'cnsbuq;. 1''\ 17257 IHl,HON( NUMlfir 717 I .532-5713 ..~_.__.____.u..______ _____u ,,_____.__ ___.m______._____" ..___M'.'U' __ _ ___________.______..__________ .-_. -- -..-- .- ----.-..--...---- ------- Real Eliot" (Schedule Al Stoch and Bond, (Schedule 8) Closely Held SloCk/Partnership Inlero" (Schedule q Mortgage, and Nole' Receivoble (Schedule Dl Cosh, Bank Depos," & Miscellaneou, Penonal Proper:y (S,hedule EI Jointly Owned Property (Schedule fl Tran~fen (Schedule GI (Schedule l) Tolal Gran Anets (10101 line, 1.7) Funeral hpenses, Administrative Costs. Mi,cellaneou, Expense, ISchedule HI DebU. Mortgage liabililill\, lien, (Schedule I) TOlal Deduclions (10101 line, 9 & 101 Nel Value of Eslale (line 8 minus line 11) Charilable and GO'lernmenlal Seque," (Schedule J) Nel Value Subject 10 To. llino 12 minus line 13) Spousal Tro.,sfen Ifor dote, of dealh alter 6.30.941 See In,truclion, for Applicable Percenlage on Re'lene Side. (Include '1olues from Schedule K or Schedule M.I Amount of line 14 lox able 01 6% role (Include '1olues from Schedule K or Schedule M.I Amount of line 14 la.able 01 15% role (Include '1olue, from Schedule K or Schedule M.I Principal loll. due (Add 10. from lines 15, 16 ond 17.) Credi" Spousal Pa'lerty Crodit Prior Poymen" ___________. + .~1.~95__'_.?1._ 1. 2. 3, 4. 5. '" co 6. 5 ::l 7. .- 0: B. "" ... 9, w "' 10. 11. 12. 13, 14. 15. 16. 17, z co ~ lB. ... 19, ::l ... :E " u >< 20, '" .- 21. (11 Knnl! (21 16tl615.32 (3) J;tJ!H! (4) ~one (51 62776.li 16) 5759.34 17) 219931.24 19) 21558.22 --------------- (10) 233~.00 .--------.-- - (B) 457082.07 -----"---~-~------ 2XlJ.. L. 22 _434354.85------------ (Ill (121 (131 (141 .._4311354.85 (15) x = (161 x .06 = (171 434354.85 65153.23 ___._.__x .15 = (1BI ____65J5.3J-23 Diicounl 3257.66 _ + .._-~._---_. --- Inlere,1 __~~L~h2 3 o (19) 1201 If line 19 is grealer lhan line 18, enler Ihe difference on line 20. This i, the OVERPAYMENT. II 0 ''':r.r:I~iI'J.,.laTI.ll.'II'.''I'l'I'UlhI!..."llt1":'r.l':'laTI.I11.'1'-"U:C.Ii""I'hl If line 18 i, 9realer than line 19,enler Ihe difference on line 21. This il the TAX DUE. A. Enter the inleresl on the balance due on line 21 A. S. Enler Ihe tOlol of line 21 and 21A on line 216. Thi, is the BALANCE DUE. Make Check Payable to: Reglller of Willi, Agent ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH ..( Undor penollie, 01 porjury, I declare 'ho' I ho'e ..a mined Ihi. relurn, including o<componying "hedu'" and "ole men", and 10 the be.t af my knowledge and belief, it is true. correct and comple'e. I declare Ihol 011 real e,tole has been reporled ollrue market '1011,18. Declaration 01 preparer other than Ihe penonal represenlali'le il bo.ed n 11 i rm 0 f w ich.llroporer ho. any knawledge. _"016_1..",*".v;uil\t..1U4- .s',\I'C,_Sp.ti..f,q...l1l>..20~19 )( "0';; . _ ".f<l<'T'l II1U"'~"" II 'T t -J D'" " "'(-::1..<.-. ':( ,I, ,:, 'I 3f74- Wilc.b....\." ;>rlftl ~,~ VI, UDil 111)1'7 ~~ f 0' PI" "' itlm-~ipII",<iA~-i.OOili'------ '--. . .' DAl' _ ~~. f!p11,tl7..S'-I_)~tl-c#s~Jdt-,j1'ZJJ 1/lr/q7 (211 ___0 (21AI (21BI ....___' COMMO:-:WEALTlI OF PEN:-:SYL\'oVHA ss. I. ALICE l1. QUlm;. the test.1trix IoIhose name is signed to the attached or , foregoing instrument. having been duly qualified according to lalol, do hereby I , acknololledge that I signed and executed the instrument as my Last Will; and I that 1 signed it willingly arod as my free and voluntary act for the purposes therein expressed. " ,,/. -, '/ c...t ::.': ,.'-' ..../. Alice M. ,-) , :;'<t'.~"-,III_(SEI\L) Quinn , , Sworn to or aff inned and acknowledged I before me hy ,),.,,'[; ,I\,QLL!:"!I,} , tIll' testatril.. thIs O"I'/.~ day of -, , pJ' , V' ~\, - 1987. lM,;,<. 1/1. ~".~ Notary Public Vi~~." ,',t .[f,'l ~~.JIJ", ".:lor. ~IIII; ~n-.:.r " ... 'I"~ "f.~,.~ (:I.. ;I., My CCnl/I1I~"llJn lA~'Hl~ April 16. l~c,(J COMMONWEI\LTlI OF Pf.NNSYLVI\NIA ss. COllNTY OF CUM81;RLAND We (nrl). 1.1/~....:Ihv.r.Dw.' and (\'\1.1\..1/(. AI,I.lf . the witne~A(es) whose name(s) arc (Is) sl~ned to the attached or (oregolng instrument. being duly qualified according to law, do depose and say that we were (J Wo1S) present and saw the testatrix sign and execute the instrument as her Lost Will; that the testatrix signed willingly and executed it as her free ,lnd voluntnry acc for the purposes thurein expressed; that eo1ch subscribing witness In the hearing and sight of the testatrIx signed the Will o1S n witness; and that to the best of our (my) knowledge the testatrix loins o1t that time eIghteen (18) or more years of age and of sound mind and under no constraint or undue influence. ,/ . 11/ () . ~4atW1 {!1m r UCl-~ -=LJ.I (\ Y"tLl b1LO c J J (- Sworn to or affIrmed and subscribed to before me by rl ~Im ,L lON'~ i',~~ ~~ :1Od /11 -,,,I-loC.,1- I IA Jr. I ,wltness(es), thIs i.-N.1. day of c.. ,."" I~ " I',~ ,1987. I IJ~ >1f. J.lLtULJl_ Notary Public VELDA 1,\. ,EASE. flotary Publ,' Sh.t.:"C"~L~~. :.Jrr.b:f~Jnd C:.., PJ My COl1\m:~~Ic.n [..,PlfU April 16. lilf\l ~ Alice M, Quinn Estate Series E Savings Bonds FNB 10# C248054849E C351740889E C355289584E C355755297E C360829760E C363613620E C364008447E C364041254E C364788240E C365557167E C401149009E C401162024E C401358907E C401240648E C401319295E C407124028E C407126750E C402099005E C407129759E C407847471E C407995011E C410120235E C409146114E C410134579E C410154667E C410305035E C412772335E C412695863E C412713124E C412775200E C413862170E C413936524E C413939190E C413879250E C413897020E C416558308E C416601537E C416633277E C419306487E C417455755E C420095764E C421101597E C423490560E C421202338E C421220386E C423493658E C421840836E C424958715E C424971763E C421858574E C424973885E C424900057E C425104009E C424913474E Amount Issue Dote $100 09/01157 $100 10101157 $100 11/01/57 $100 04/01158 $100 11/01/58 $100 12/01/58 $100 01/01/59 $100 03/01/59 $100 04/01/59 $100 05/01/59 $100 02/01/60 $100 03101160 $100 04/01/60 $100 05101/60 $100 06/01/60 $100 06101/60 $100 07/01/60 $100 08/01/60 $100 09/01/60 $100 09/01/60 $100 10/01/60 $100 10/01/60 $100 11/01/60 $100 12/01160 $100 01101/61 $100 01/01/61 $100 02/01/61 $100 03/01/61 $100 04/01/61 $100 04/01/61 $100 05/01/61 $100 05/01/61 $100 06/01/61 $100 07/01/61 $100 08/01/61 $100 08/01/61 $100 09/01/61 $100 09/01/61 $100 10/01/61 $100 11/01161 $100 12/01161 $100 12/01/61 $100 01/01162 $100 02/01/62 $100 03101/62 $100 03101/62 $100 04/01/62 $100 04/01/62 $100 05/01/62 $100 06/01/62 $100 06/01/62 $100 07/01/62 $100 07/01/62 $100 08101/62 000 Value Int Earnad $785.84 $710,84 $785,84 $710,84 $785,84 $710,84 $677.16 $602,16 $674,40 $599,40 $664,00 $589,00 $671,68 $596.68 $671,68 $596,68 $671.68 $596,68 $671,68 $596.68 $636,80 $561,80 $644,12 $569,12 $644,12 $569,12 $644,12 $569,12 $645.20 $570,20 $645,20 $570,20 $645,20 $570,20 $632,40 $557.40 $639,72 $564,72 $639,72 $564,72 $639,72 $564.72 $639,72 $564.72 $639,72 $564,72 $641,00 $566,00 $641,00 $566,00 $641,00 $566,00 $628,32 $553,32 $635,56 $560,56 $635,52 $560.52 $635,52 $560,52 $635,52 $560,52 $635,52 $560.52 $637,40 $562.40 $637.40 $562.40 $624,76 $549,76 $624,76 $549,76 $631.76 $556,76 $631.76 $556,76 $631,72 $556,72 $631,72 $556,72 $633,52 $558,52 $633,52 $558,52 $633.52 $558,52 $621.04 $546,04 $625,56 $550.56 $625,56 $550,56 $625,52 $550,52 $625,52 $550.52 $625,52 $550,52 $627,12 $552,12 $627,12 $552,12 $627,12 $552,12 $627,12 $552,12 $614,72 $539,72 C425106174E $100 08/01/62 $614,72 $539,72 C424928688E $100 09/01/62 $619,08 $544,08 C426849393E $100 09/01/62 $619,08 $544,08 C426998279E $100 09101/62 $619,08 $544,08 C427010382E $100 10101/62 $619,08 $544,08 C429032341 E $100 1 % 1/62 $619.08 $544,08 C429344119E $100 11/01/62 $619,08 $544,08 C430869574E $100 11/01/62 $619,08 $544,08 C429357333E $100 12/01/62 $621,64 $546,64 C431226792E $100 12/01/62 $621,64 $546,64 C431229048E $100 01/01/63 $621,64 $546,64 C431260192E $100 01/01/63 $621,64 $546,64 C431772223E $100 01/01/63 $621.64 $546,64 C431773343E $100 02/01163 $609.40 $534.40 C432320516E $100 02/01/63 $609.4 0 $534.40 C432324535E $100 02/01/63 $609.40 $534.40 C432333850E $100 02/01/63 $609.40 $534.40 C431778285E $100 03/01/63 $612,24 $537,24 C432321676E $100 03101/63 $612,24 $537,24 C432377980E $100 03/01/63 $612,24 $537,24 C432469063E $100 03/01163 $612,24 $537,24 C434630836E $100 03/01/63 $612.24 $537,24 C434631990E $100 03101/63 $612,24 $537,24 C434633156E $100 04/01/63 $612.16 $537,16 C434634276E $100 04/01/63 $612,16 $537,16 C434686670E $100 04/01/63 $612.16 $537,16 C434853175E $100 04/01/63 $612,16 $537,16 C421051504E $100 05/01/63 $612,16 $537.16 C434635316E $100 05/01/63 $612,16 $537.16 C434861261E $100 05101/63 $612,16 $537,16 C435560936E $100 05/01/63 $612,16 $537,16 C421052652E $100 06/01/63 $616,80 $541,80 C433022492E $100 08/01/63 $604,72 $529,72 C438394290E $100 08/01/63 $604,72 $529,72 C438395436E $100 08/01/63 $604,72 $529,72 C438423149E $100 08/01/63 $604.72 $529,72 C438430168E $100 08/01/63 $604,72 $529.72 C438439057E $100 08101/63 $604,72 $529,72 C433023595E $100 09101/63 $607,60 $532.60 C433024770E $100 09101/63 $607,60 $532,60 C438445898E $100 09/01/63 $607,60 $532,60 C438452580E $100 09101/63 $607,60 $532,60 C433025873E $100 10/01/63 $607.60 $532,60 C438461675E $100 10/01/63 $607,60 $532,60 C438468602E $100 10/01/63 $607,60 $532,60 C438917002E $100 10101/63 $607,60 $532,60 C433083737E $100 11/01/63 $607.60 $532,60 C438918128E $100 11/01/63 $607,60 $532,60 C439147687E $100 11101163 $607,60 $532,60 C433073204E $100 11/01/63 $607,60 $532,60 C438842476E $100 12/01/63 $611,36 $536,36 C438846599E $100 12/01/63 $611,36 $536,36 C439147822E $100 12/01/63 $611,36 $536,36 C443705111E $100 12/01/63 $611,36 $536,36 C438853845E $100 01/01/64 $611.36 $536,36 C438862166E $100 01/01/64 $611,36 $536.36 C443705515E $100 01/01/64 $611,36 $536,36 C443705904E $100 01/01/64 $611,36 $536,36 C441600482E $100 02101/64 $599,24 $524,24 C441608243E $100 02101/64 $599,24 $524,24 C441618707E $100 03/01/64 $602,12 $527,12 C441625252E $100 03/01/64 $602,12 $527,12 C441635030E $100 03/01/64 $602,12 $527,12 C441641570E $100 04/01/64 $602,08 $527,08 C443286330E $100 04/01/64 $602.08 $527,08 C445084228E $100 05101/64 $602,08 $527,08 C445181614E $100 05101/64 $602,08 $527,08 C445191976E $100 06/01/64 $606,08 $531,08 C445197579E $100 06/01/64 $606,08 $531,08 C445237135E $100 07/01/64 $606,08 $531,08 C445242306E $100 07/01164 $606,08 $531,08 C445347867E $100 08101/64 $594.16 $519,16 C445341307E $100 08/01/64 $594,16 $519.16 C445354626E $100 08/01/64 $594,16 $519.16 C445411322E $100 09/01/64 $596,96 $521,96 C445417423E $100 09/01/64 $596.96 $521,96 C445423910E $100 10/01/64 $596,96 $521,96 C446730284E $100 10101/64 $596,96 $521,96 C446736351E $100 11/01/64 $596,96 $521.96 C446742661E $100 11/01/64 $596.96 $521.96 C452330702E $100 12101/64 $600,80 $525.80 C452334698E $100 12101/64 $600,80 $525,80 C452344632E $100 01/01/65 $600,80 $525,80 C454634482E $100 04/01/65 $537,60 $462,60 C454641501 E $100 04/01/65 $537.60 $462,60 C454647890E $100 05/01/65 $537,60 $462,60 C457156430E $100 05/01165 $537,60 $462,60 C457181617E $100 06/01/65 $512,72 $437.72 C457189169E $100 06/01/65 $512,72 $437.72 C457215282E $100 07/01/65 $512,72 $437.72 C457219039E $100 07/01/65 $512,72 $437,72 C457245427E $100 07/01/65 $512.72 $437,72 C457377339E $100 08/01/65 $499,84 $424,84 C458213449E $100 08/01/65 $499,84 $424,84 C458218118E $100 09/01/65 $502,32 $427.32 C458225294E $100 09/01/65 $502.32 $427,32 C459697085E $100 1 % 1/65 $502.32 $427,32 C459721953E $100 10/01/65 $502,32 $427,32 C459728744E $100 11101165 $502,32 $427,32 C459762038E $100 11/01/65 $502,32 $427,32 C460363358E $100 12101/65 $512.48 $437,48 C460368723E $100 12/01/65 $512.48 $437.48 MELLON M93823851E $1,000 03/01n2 $3,916.40 $3,166.40 M93823853E $1,000 03/01n2 $3,916.40 $3,166.40 M93823874E $1,000 04/01n2 $3,916.40 $3,166.40 M93823920E $1,000 05/01n2 $3,916.40 $3,166.40 M93824000E $1,000 07/01n2 $3,850,00 $3,100,00 M93824001 E $1,000 07/01n2 $3,850,00 $3,100,00 Ml0l012494E $1,000 02101m $3,800.00 $3,050,00 Ml02574585E $1.000 08/01m $3,742.00 $2,992,00 C460375447E $100 01/01/66 $512,52 $437,52 C460381667E $100 01/01/66 $512,52 $437,52 C460387627E $100 01/01166 $512.52 $437,52 C460431483E $100 02101/66 $512.52 $437,52 C460437541E $100 02/01166 $512,52 $437,52 C460447406E $100 03101/66 $487,76 $412,76 C46044B607E $100 03/01/66 $4B7,76 $412,76 C45B399965E $100 04/01166 $487,76 $412,76 C4B2077B23E $100 04/01166 $407,76 $412,76 C463163242E $100 05/01/66 $480,08 $413,OB C4631B7637E $100 05/01160 $488.08 $413,06 C463191521E $100 06101166 $493,12 $41B,12 C46319765BE $100 06/01/60 $493.12 $418,12 C464941694E $100 07/01160 $493.08 $418,08 C464946728E $100 07/01100 $493.08 $418,OB C467440055E $100 07101100 $493.08 $418.0B C464955409E $100 00/01160 $493.08 $418,08 C464972929E $100 08101160 $493.08 $418,08 C46497497BE $100 09101100 $493.08 $418,OB C464981436E $100 09101/00 $493,08 $418,08 C464984098E $100 10/01100 $493.0B $418,OB C4649B9639E $100 10101106 $493.08 $418.08 C464997189E $100 11101100 $488.08 $413,08 C469992776E $100 11/01160 $400,OB $413,OB C46B687269E $100 12/01100 $493.52 $41B,52 C470005027E $100 12/01160 $493,52 $418,52 C475336905E $100 12101/00 $493,52 $418,52 C4721B4755E $100 01101167 $493,50 $418,56 C472185777E $100 01/0110" $493,56 $416,56 C473064026E $100 02/01107 $493,56 $41B,56 C473075111 E $100 02101167 $493,56 $418,56 C4730766B7E $100 03/01167 $493,56 $418,56 C473077935E $100 03101167 $493,56 $41B,56 C473145229E $100 04101167 $493,56 $41B,56 C473146405E $100 04/01/67 $493,56 $418,56 C473157800E $100 05101167 $4B8,52 $413,52 C473203019E $100 05101167 $48B,52 $413,52 C473204122E $100 06101167 $493.88 $418.88 C473226260E $100 06101167 $493,88 $418,88 C596140 FREEDOM $100 06101/67 $5BO,80 $499,80 C473860760E $100 07/01167 $493,84 $418,84 C5963B3 FREEDOM $100 07/01107 $5BO,84 $499,84 C4738B9227E $100 08101/67 $493,84 $418,84 C596645 FREEDOM $100 08101/67 $580,B4 $499,84 C473923328E $100 09/01167 $493,84 $418,84 C596896 FREEDOM $100 09101167 $5BO.84 $499,84 C473925271E $100 10/01/07 $493,84 $418,84 C928727 FREEDOM $100 10101167 $580,84 $499,84 C475135708E $100 11101167 $4B8.88 $413,88 C937759 FREEDOM $100 11101107 $509.28 $488,28 C475138132E $100 12101107 $494,84 $419,84 C938042 FREEDOM $100 12/01167 $572.08 $491,OB C938281 FREEDOM $100 12101167 $572,OB $491,08 C475140073E $100 12101107 $494,84 $419,84 C475172442E $100 01101108 $494,84 $419,84 C938565 FREEDOM $100 01101168 $572,12 $491,12 C17000B6 FREEDOM $100 02101108 $572,12 $491.12 C1700361 FREEDOM $100 02101168 $572,12 $491,12 C1700673 FREEDOM $100 02/01168 $572.12 $491,12 C475174671E $100 02/01168 $494,84 $419,64 C4751B0994E $100 02101/08 $494.B4 $419.84 C488504389E $100 02101/08 $494,64 $419.64 , . C1700953 FREEDOM $100 05/01/68 $509,52 $428.52 C488508549E $100 05/01/68 $489,92 $414.92 C1701305 FREEDOM $100 06/01/68 $517,72 $436,72 C488511164E $100 06/01/68 $495.76 $420.76 C1701536 FREEDOM $100 07/01/68 $517.72 $436.72 C492234998E $100 07/01/68 $495.68 $420,68 C1701909 FREEDOM $100 08/01/68 $517.72 $436.72 C492267346E $100 08/01/68 $495,68 $420.68 C1704573 FREEDOM $100 09/01/68 $491.04 $410,04 C493119749E $100 09/01/68 $495.68 $420.68 C1704961 FREEDOM $100 10/01/68 $491.04 $410.04 C493124634E $100 10;01/68 $495,68 $420.68 C1705523 FREEDOM $100 11/01/68 $478.72 $397.72 C1705939 FREEDOM $100 11/01/68 $478.72 $397.72 C493666446E $100 11/01/68 $490.72 $415.72 C493692908E $100 11/01/68 $490.72 $415.72 C1716285 FREEDOM $100 12/01/68 $481.20 $400,20 C493695063E $100 12/01/68 $497.36 $422.36 C1720829 FREEDOM $100 01/01/69 $481.20 $400,20 C496773448E $100 01/01/69 $497.32 $422.32 C1721149 FREEDOM $100 02/01/69 $481,20 $400,20 C496779600E $100 02/01/69 $497,32 $422,32 $32.000 $168.615,32 $144,477.32 24138,00 .'1.ualU. ,'.fll COMMONWEALTH OF PENNSVLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ALICE ~I. QUINN SCHEDULE "E" CASU AND MISCELLANCOUS PEHSONALPHOPEHTY FILE NUMBER 21-%-(117) (All ,a en I::Ilntl -o....n.... ......" I". HI'" 01 1"'''1.....''1., m"., ... ..'MI..... ... ,.."..,,,,. ", '" ITEM NUMBER DEliClIlPTlON VALUE AT DATE OF DEATH 1. Farmers Natlonnl IInllk of N.'wvlll,', I'A Checklnll Arcount 12-7','1-0 4265.17 2. Farmers Nntlllnnl Ilnnk ot N"wvlll." 1'/\ SnVinl\H Account SOil 71, 71 Accrued fl1lert!ut 48386.28 87.52 3. Ne Ilon Bnnk Certlflcnte or U"I""dt 10037.20 TOTAL IAho .nl.r on lin. 5, Recip'lulilionl S 62776.17 lit mQII .~.u ., n.,ad ,,.,, WdlUo"" tn.." o' ..me ""I ~'e~ifi ~..aa~A N M . ~ III M ~~~; ~~~~ 111 II ... ... U .. ,c U VI 111 u II .. .. .r4,lJ oW. > III " III U III U) 00'4 X '" III 4J or4 >t O'lll.... II s::.w. \.4 s:: or4 ... II 0 >IIlUX ,::X,c'll >. u .. u .. :. .. II c:s 0 .&J ... 0 " II " X Cl III III " Xo(o(lIl .. .. " >e 1-4 .... C) .. II I o X . III . . . XUU uixc;x ......... . xo(o(X . c:r:: = . :Et-olMC) C) N . ~ M C) . C) ~ ~; il~~~ E ~lilg .. t2A C) N . ~ N ~ Ddtl Do. i~~~i Do~~AA o o . o ... o . o ... u VI .. .. .." U u.. CO 0" ro'" u Q U c:I ........ ort.... "'>'" .... ro.,.. . ulllU:' " " .. u .. E UIIU;S .. ... ,c E .. E 4J II e 4J ): .IJ 0 ... o 10 U C1e "ull C)cn..... I I I i~ u~ ~~ III Q III . U . .. ~I cO ... 0\ .. M ~ .. III ... 0\ .. N ... .. III . . . . UIIlU;J: . C)U)....o. .. ~ .. ... 6 ... " co .;, D U ... :< u VI .. " .. u 111 111 c: s:: III Q M .... O'or( ... "... .c u .... u .... AI .u > Cl) .... .c 00'4 ro .c ;J:UrlIllU o tft 1""'4 0. oW: " s:: 10 II 0 so .... s:: Q 0 II ... 0 .c II U en II III.... II ....... tn" .c II lG 10 :s UDoIll Do III I , I I I i U ~ D ~ III - U , III '" N ~ III 0( I ~ .. . . . . ....UQtnU ~a:uiO:ai .. III = Cl ~ M C) .. ~ I ... ... .. i U ~ lI'i1IMJ1tllttll", J'~'~r ..ffIt;S' COMMONWIAllH O. 'IHN''fIVAHIA INHUI1ANCllA. IIIUIN '(lIDIN'DfCfDfN' ESTATE OF AI.ICE M. QU 1 NN Joint lonanl(.I, NAME A. Patrick Quinn B. C. Jolnlly-ownod proporty. SCHEDULE F JOINTLY-OWNED PROPERTY ADDRESS 3B74 WllcoxHon Urlvu Fairfax, VA 22031 IFILE NUMBER --.---.--- 21-%-llB73 ----... - RELATIONSHIP TO DECEDENT Ill!phl!W ITEM LmER DATE FOR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBE! JOINT MADE DESCRIPTION OF PROPERTY TENANT JOINT OF ASSET % INT. DECEDENT'S INTEREST 1. A 1970's Interest Checking Account 11518.67 50% 5759.34 #1000400316830 at First Union Bank. See attached statement as of Date of Death - 10/23/96 TOTAL (AI.o onlor on lino 6, Rocapilulation) 55759.34 (IF more space is nteded insert addifional sheefs o( sam. size) .. ~ ... ~ ~ o .... ~ . O~ " ..~ . . a~ l!'~ ~o . . . U Do,. .. " ~ . . ~~ UI.. ,,~ ~~ H i c . . 0 n '" ~~ .~ ..... ~, c .2 i I.. ..~ ~... ....~ ~... ...... ....0 to ~ I'", .. ..... " O'J:. ~ O"a ,,I: ~"c O' lO I"','" .0" ~,,' ~ ~I.,.- ~13:: c o ~ .." " Do ~~ . . 6 ~ ~ll .., ~ .. ] .. .... ... .... ... ...~ ~.. r:~ ~~ ~~ .. :! ... s: .. ~ '" .. .... ... .... ... ...~ ~.. .... ~~ ~~ o . ... o o ~ " ~ ~ . . . . .Do 2 . .. 0 ~ E, .. ~! ..I:.... ~~ ...... ~o ....,~ '" ,...... ""10 .. ,,~O ; ~i ~, .. ~' ::; ~\ ..' ~. ~ .. .. o ~ ~ ,: ~ ~ .. ~'t- ,<\ <l.... :..~ , -....... ,~ .... .<\ ~, o' ~1 :1 ~' ~ ~ o . ;~~i "r' ... ~ J . . . . ~ . . ~ .. . ""ii> ,,~ 0 .. ... ..~ B ~,g ~.:tt: ,g ~~~ . . . " " " 000 ...... :i .. " ~ o ~ c .. i ~ " ~ .., .., . . o .. ,; c .. ! " . .. .. Do ~ ~ o . u 'E . . . .. .. o ~ ~ .. ~ ~ o ~ . .. " " . " . .. l!' ~ . . .., . . :!. . . Do . .~ . . .. ,,~ . , 8,: .~ . .0 as ~ -. ..~ ..., . ". 11 .. I ... ... FeNDED RE'.'UCAllI.E TI'.US'f .\r.REDIENT 16 it d.1Y of THIS AGREEMENT OF TRUST exc:uL~~ in duplicate this 1l)~2. ben....en Al.ICE II. QUINN, of Green Ridge Village. IJest Pennsboro TOlmshtp. Cumherlanc Count\', Pennsylvanla, (herelllafter called SE'l"fI.OR), and THE cO~l'1U~\oiE/\1. ,'Ii ::,\T10:IAI. Ii';:;;:, 0 f Sill ppen,burl~, Pennsy I van la, (hereinafter called TRUSTEE). \;ITNESSETlI: FIRST: Settlor establishes lo'Ith Trustee a trust the orq~inal principal of \Jhich shall be as sholm on Schedule "A" atcachee hereto and made a part hereof by incorporation herein. receipt of \Jhich Trustee acknO\dedges by executing this Agreement. "hlch sum, together \Jah all other property, real or personal, that may be added to the trust (such cash and aaditions bl'lng here1nafter called principal), shall be held by Trustee. IN THUST, upon the [ollowi.n~ terms:. SI:CDrill: Trustee sh,111 "."n;l~e all ".-"perty romprlsing the principal of thi!' tru~t ~ntl sllall 4.;ollt:~l :.11l' :11L:UIlIl.' :.~'crClr.:J:n .1111J .Jcc:rl.'tlllllh IherC:to and shall pay the net In~ome and hold and distribute the prinCIpal oi said truSl as [ollolo's: 1\. Trustt!l' shull p.1~ :" ;'or.: tile nel .Il~ornc: th~rc~ fO",. to Sc>tt lur for and during her lifetime such per10dic lnstallments in such amounts as Settlor shall request. provided that If. in the opinion o[ Trustee. Settlor should by reason of a~e, illness. cr fur any uther cause become lncapable of dis- bursing income Trustee may then apply the net intome of this trust for the support of Settlor to maintain her ln the station of life to which she -IllTDH C, DAVIS is accustomed at the creatlOn of this trust. Any income i.n excess of $500.00 ,,"Ot.... U Law .I~U , S_''',_.."n "".... not disbursed hereunder or a, dlrecteo by Settlor unoer l'iE~I!:Ir.IlTlI shall be -, added to principal, ~. As much of the dccumuldteu Income and principal of this trust as Trustee in its sole discretion may from time to time think advlsable for the support of Settlor to maintain her in the station of life to which she is iH.:customed at till' Crl'dtlJn of thi~ trust. or during illness or emergency, shall be either pald to her or else applied directly for her benefit by Trustee, C, After the death of Settlor. Trustee shall pay the net income and as much of the prlnopaJ of tillS trust to or for the henefit of Settlor's sister, }IARJORIE G. QUINN, .IS Trustee, in 1[S sole discretion, shall deem advisable for the support and he,llth of the said sister, MARJORIE G. QUINN, alld for the protecllor. and preserVatlt'1I oi her property. Any income not so distributed as a part of the prinCipal, Trustee may apply the net income and principal of this trust for the support and health of Settlor's sister; MARJORIE G. QUINN. and for the protection and preservation 0: her property, should she by reasoll oi age, tllness or any other cause, in the opinion of Trustee, be incapable of disburslng it. D. Upon Settlor's death or the death of Settlor's sister. MARJORIE G. QUINN, which ever shall last occur, Trustee shall, as expeditiously as is practicable, distribute all the residue alld remainder of the principal and any accumulated and undistributed income and any additions received under Settlor's Will or the Will of any other person or otherwise. after payment .i 1 ! . I , I I , I I I I I , , , I I I I I I , ! I I ! . of Settlor's debts, taxes ana uumlnistration expenses as hereinafter provided~ i ! ~ILTDH C, DAYIS as follows: AlII.."..t -"e "u' , hlut_lIuU 'l..' 1. One-half (1/2) thereof to my nephew, PATRICK H. ~UINN, providing . he shall surVI\'e rr.e by tnltty (30) cays. Should the sal: PATRICK H. QV1:;N I , :- I - 2 - the minor. " FIFTH: Trustee shall have tile power, but not the duty, to make such expenditures out of this trust as it, in its uncontrolled discretion, may consider desirable in order to facilitate the settlement of Settlor's estate. In exercising such power, Trustee may pay, in whole or in part, any or all of the following items: the expenses of Seltlor's last illness and burial, including cost of gravemarker; her debts; her income taxes; the death taxes on any and all property included in her gross estate for tax purposes; and all other items 1n c.onnectlon wllh the s(!tt[ement of her estate. Any such items may be paid d1rectly by Trustee or the [unds for their payment may be transferred by Trustee to Settlor's executor or administrator; and neither such executOr or administrator or any beneficiary of Settlor's estate shall be required to reimburse Trustee fur any funds so paid or transierred. All" such death taxes on present or future interests shall be paid at such time or times as Trustee may think proper, regardless of whether such taxes ore then due, provided that any postponed taxes on future interests shall be charged against the particular share with respect to which the taxes arc imposed. SIXTH: Trustee and guardian sholl have the following powers in addition I to those vested in it by law and by other provisions of this trust, applicable \ to 011 property, whether principal or income, including property held for I I minors, exercisable without court approval, and effective until actual distribuT tion of all property: A. To retain any or all of the assets of this trust, real or personal, ION C. DAVIS on" At \... , & '_I"I.'IU.' ,..... including its own stock, without regard to any pr1nc1ple of diversification or risk. B. To invest in all for",s of property, including stock. conunon trust - 4 - " I 1I~IH"11 l'UI . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES (OM~O"WIAlltl Ot PIIHI"'hAl.IA 1'4111 IWAHCI I.u II IIJIt~ 'l\tlHW UICfUIPH ESTATE OF AJ.JCE N QUINN Ploall p.lnt a. Typo I Fj[H~UMIiEil I 21-%-OH7J ITEM NUMBER _.._-,_.~.~.__._- A. Funo.al Expon.o" B. DESCRIPTION 1. Frank Egg~r Fnn~rlll lI11m~. N~wvJ 11~. I'A 17241 AMOUNT 613H.OO 2. Ana.ney Fee. lIamilton C. Davis 13000.00 3. Family Exemption Claimant ________ .~_ ________ Relationship _.__ Addre.. of Claimant at decedent'. death Street Addre.. __ __________._._____________ 4. C. 1. 2. 3. 4. 5. 6. 7. 8. Admlnl.tratlve Co.t" wlliv~d 1. Penonol RepresentDtive Commiuions Social Security Number of Personal Repre.ontativo: Year Comminion. paid _____. __ ___ City _______ ____State Zip Codo Probato Feo. Cumb~rland County Courthouse. R~gister of Wills Miscellaneous Expense" Legal Advertising - Cumb~rland County Legal Journal Legal Advertising - Tim~s Valley Star. Newville. PA Reserves for Contingencies -- --_._--~---~._-~-_._- - ..------- TOTAL (AI.o entor on lino 9. Rocapitulation) (If ma.o spaco Is needod, Inse.t additional sheets 0' same slzo.) 308.00 60.00 52.22 2000.00 S 21558.22 . II~U1Jfll U"I ~,~'.9. Ii'. . -> (O.......ONYwIAIIIl01 '''tN\lI~AIjIA IHHII"aNCI 'AI"'UIH 'UIOINIDICIDINI SCHEDULE J BENEFICIARIES FILE NUMBER 21-96-0H 7J ESTATE OF ALICE M. QUINN ._-_...~----_._.---_._----_._._----_..+.. _._~-_..'-'-- -----------~--- ITEM NUMBER RELATIONSHIP AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARY ----_..__._-~-_._------_.._'_. ...-.--.--- ----,- A. Taxable Beque,": I. PIIILLIP I QUINN 2025 Lyttonsvill~ Silver Spring. MU nephew 1/2 of reaidul! Road 20910 2. PATRICK H. QUINN 3874 Wilcoxson Driv~ Fairfax. VA 22031 Ill'phew 1/2 of residUl' ITEM NUMBER AMOUNT OR SHARE OF ESTATE NAME AND ADDRESS OF BENEFICIARV B. Charitable and Governmental Beque,ts: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS lAlla enter on line 13, Recopitulalion) 5 (If mort spac. (s nlld.d, lns.rt addltlonalsh..ts of sam. IlIe) r ,. /* CDMMDNWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE /.) 13( \' . ,/ BUREAU OF INDIVIDUAL TAXES IHt<<.RlIAHC[ UX DIVISION DEPT. 110'01 tlARAISIUNC, PA l11:a-ObOI NOTICE OF INttERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT Of TAX ..,.IU1111",II.II. HAMILTON C DAVIS 75 EKING ST SHIPPENSBURG DATE ESTATE OF DATE OF DEATH FILE NUHBER CDUNTY ACN 05-12-97 QUINN 10-23-96 21 96-0873 CUMBERLAND 101 ALICE M "nount R."itt.d PA 17257 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUM8ERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE ~ RETAIN LDWER PDRTIDN FOR YOUR RECORDS .. R Eli: i54"7 "EX "A jiji"iiIJ: 97"i -NO;'- i ani" -YNHEii i fANc E- TAX - iiPPRiiisEHENT"'- "Ai i."ciwANcE- iili'" - -------" - - - - - -- DISALLDWANCE OF DEDUCTIONS AND ASSESSHENT DF TAX ALICE M FILE NO. 21 96-0873 ACN 101 DATE TAX RETURN WAS: ( I ACCEPTED AS FILED I Xl CHANGED SEE ATTACHED ESTATE OF QUINN 05-12-97 NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN 1. Roo! E.toto ISoh.dulo A) II) 2. stocks end Bonds (Schedule BJ (2) 3. Clasely Held stock/PartnershIp Interest (Schedule CJ (3) 4. Hartg.g../Hot.. Recaivable (Schadule OJ (4) S. Cash/Sank Deposits/Misc. Personal Property (Schedule EJ (5) 6. Jointly Owned Property (Schedule fJ 1&) 7. Transfers (Schadule G) (7) 8. Tat.l Asset. NOTE: Ta insure proper credit to your account, sub,,!t the upper portion of this farn with you~ tax paYllant. ,00 168.615,32 ,00 ,00 62.776.17 5,759.34 219.931.24 IB) 457.082.07 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funa~al Expansas/Ada. Casts/Misc. Expense. ISchedule H) (9) 10. Debts/Ho~tgege Liabilities/Liens ISchedule I) (10) 11. Total Deductions 12. Net Value of Tex Retu~n 13. Che~iteble/GoYe~nnent.l Bequests ISchedule J) 14. Net Value of Estate Subject to Tex 21. 558.22 2,338,00 Ill) llZl (13) 114l ?3,RQ6 n 433.185.85 .00 433.185.85 If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Allount af Line 14 .t Spousal ~.te (15) 16. Allount of Line 14 taxeble at Lineal/Class A ~ete C16J 17. Allount of Line 14 texable et Collate~al/Clas. 8 ~at. (17) 18. P~inclpel Tax Due NOTE: ,00 .00 433.185,85 X .00= X .06= X ,15= llB) .00 .00 64,977 ,88 64,977,88 TAX CREDITS: PAYMENT DATE 01-21-97 DISCOUNT 1+) INTEREST/PEN PAID 1-) 3.248,89 RECEIPT NUMBER AA185091 AMOUNT PAID 61.895.57 TOTAL TAX CREDIT BALANCE DF TAX DUE INTEREST AND PEN. TOTAL DUE 65,144.46 166.58CR .00 166.58CR X IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I I~ TOTAL DUE IS LESS THAN SI, NO PAYMENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I i i I i ,I . " , RESERVATION, E,tet.. of dacadant. dying an or ba'or. Dac..bet 12, 1912 .. I' any future Int.ralt In the ..t.t. I, translarrad In PDt...,lon or .njov..nt to CI... . (col1,t.ra11 b.~'lcl.rl.. 0' the decldant ,'tar the ..plralJon of any ..t.t. for 11'. or 'or y..r., the Co..onw..lth hareby axpr..,lv t'l.tV.. the right to appral.. and ...... tran,'.r Inh.rltanea T.... at the lawful Cl.11 . (col1,t,r.1) rat. on any such lutur. Int.ra.t. PURPOSE OF HOlleEr To fulfill the requlr...ntl 0' s.ctlon ll<<'O of the Inharltance and E,tat, hlC Act, Act Z1 of 1995. (72 P.S. s.ctlon 91<<.0). PAYHENT: a.tach the top portion of this NoUn and tub.it with your pay..nt to the Ragls'ar of willa prlntad on the re....r.. ,Id.. ..H.... chack or eonay order payable tOI REGISTER OF MILLS, AGENT REFUHD (CR)s A rlfund of a tl. credit, which WI' not rlqulstld on thl Ta. Rlturn, aav ba requestad bv coapl.tlng an -Application for Rafund of Penn.vlvanl. Inhlrltancl and E.tltl Ta.- IREY-1S1S). Application. Ir. avallabl. .t t~ OffiCI of tha RIgl.tar of Will., any of the 2S Ravlnul District Offlca., or bv calling thl .paclal 2~-hour an'wlrlng 'Irvlca nu~r. for for.. ordlrlng: In Pann.vlvanla 1-100-362-2050, out.lda Pannlylvenla end withIn local Harrl.burg arIa 17171 717-109~, TOOl (717) 772-2252 CHaarlng lapalrad Only). OBJECTIONS: Anv party In Intara.t not .atl.flld with thl .ppralla.ant, allowancl or dl.allowancl of daductlons, or ."III.~t of tall. IIncludlng dl.count or Intar..U .. .hown on this NoUca BUlt obJlct within .h:tv (601 day. of ncalpt of this Notice by: "wrlttln proh.t to the PA Dapart.ant of Rlvlnua, Board of Appaa", Dapt. 281021, Harrisburg, PA 171ZI-Ull, OR "-alectlon to hava thl aaUar dat.r.lnad at audit of tha .ccount of thl plrsonal r.prluntaUvl, OR --appaal to tha Orphanl' Court. AD"IN ISTRITIVE CORRECTJONSI Factual .rror. dl.cov.r.d on thl. ....I...nt should ba addrals.d In writIng tos PI D.part..nt of Rav.nul, aur.au of Individual Ta..., ITTNI POlt A......ant R.vl.w Unit, D.pt. Z10601, Harrl.burg, PA 171ZI-0601 Phona (717) 717-6505. S.a pag. 5 of the booklat -In.tructlont lor Inh.rltanc. TI. Raturn far a Ra.ldent Dec.dent- IREV-1501) lor an ..planatlon of adalnl.tratlvely corractabll .rror.. DISCOUNT: Jf any ta. dua I. paid within three (5) callndar aonth. altar the dac.d.nt'. d.ath, . Ilva p.rc.nt 15j() dl.count of thl tax paid I. allow.d. i ~ i , PENAL TV I Tha 15~ ta. ean..ty non-partlclp.tlon p.nalty I. coaput.d on thl tot.l of the tax and Intlr..t .I....ed, and not plld belora January II, '996, the flr.t d.y aft.r the and of tha ta. .~..ty plrlod. Thl. non-plrtlclpatlon pen.lty I. app.alabla In the .... .ann.r and In th..the .... tl.a periOd a. vou would appael the t.. and Int.re.t that ha. bean ..I....d a. Indlcat.d on thl. not Ie.. INTEREST: 1nterut Is charged beginning with I1r.t day 01 d.llnqu.ncy, or nine 191 aonth. and on. (1) d.y fro. the data of d.ath, to tha datI 01 pavaant. T.... whIch b.ca.a d.llnq\Mnt beforl January I, 191Z belr Int.n.t at the reta of .1. 16j(1 p.rcant p.r annu. calculatad at a dally rata of .00016~. All taxe. whIch bac... d.llnqulnt on end aftar January 1, 198Z will b..r Intlra.t at a r.tl which wIll vary Ira. caland.r vear to calandar Yllr with that rata announCld bV tha PI Dep.rtaant of Ravanua. Tha .ppllcabla Intarl.t ratal for 1982 through 1991 arl: '!!!r Int.,...t Rata Dally 'nt.,...t racto" !!!! Int.,...t Rat. Dally 'nta,...t Factor 1982 ZOX .000548 .987 'X .0002'" 1985 16:< .000"18 1988-1991 11:< .000101 '911\ 11;( .000101 1992 'X .0002'" 1.8S UX .000156 1995-1994 1X .aOOI9Z 1916 10:< .000274 1995-1997 .X .000Z47 ....In..,...t Is ulculat.d .. follow.: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ."Anv Hatlca InU.d aft.r tha ta. b.ca... dlllnqu.nt ..111 reflact an Int.ra.t colculaUon to flft..n tlSI d.v. b.vond th. datI of the al.I....nt. If payaent I. .ad. aft.r tha Int.rl.t cu.putatlon dat. lhown on the Natlc., additional lnt.ra.t au.t bl calculat.d. .~ ... ....1'. """I II~J~:fC\ COMMONWEALTH Of PENN$YlVANIA DEPARTMENT Of REVENUE IUUAU 0' INDIVtDUAL TAXn DEPT. 280601 HARRI$BURG, PA 17128,0601 DECEDENT'$ NAME ~.LL.JidA1.. INHERITANCE TAX EXPLANATION OF CHANGES - fiLE NUMBER ~ ,-2d ...tJ ~z? AeN /(.)-L SCHEDULE ITEM NO. EXPLANATION OF CHANGES 1iu~i ,1; ~~ ~~dz;d ~ 1~~k1hK/b4.Mt-~..vdlt~ TAX EXAM1NER:~~~---- PAGE __ 'J, . n-/:'L" ,I' BUREAU OF INDIVIDUAL TAXES IHttERITANC[ TAli DIVISION DrPT. 110601 HARRISBURC. PA I1lla'060. COHMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECDRD ADJUSTMENT HAMILTON C DAVIS 75 EKING ST SHIPPENSBURG DATE ESTATE DF DATE DF DEATH FILE NUMBER COUNTY ACN PA 17257 c.. 05-28-97 QUINN 10-23-96 21 96-0873 CUMBERLAND 101 Anount Renitted '* 11'.IUI II aI. 111"" ALICE M MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 NOTE: Ta inlu~e p~ope~ c~edit ta you~ account, lubnit the uppe~ po~tion of thil fo~n with you~ tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv:is9-j-Ex--AFP--[oi-:97j------.-;-iiiHERI-iANc-i-TA-i-RifcORii-ADj-USTH-iNT--;.----------------------------- ESTATE OF QUINN ALICE M FILE NO. 21 96-0873 AOJUSTHENT BASED ON, VALUE OF ESTATE: 1. Rool Estoto (Schodule Al 2. Stackl and Bondi ISchedule B) 3. Clolely Held Stock/Pa~tne~ship Inte~est ISchedule C) 4. Hortgages/Nat.s Receivable ISchedule D) 5. C.sh/Bank Deposits/Hisc. Personal Prapa~ty ISchedule EJ 6. Jointly Owned P~oparty ISchadule FJ 7. Transfars ISchadule GJ 8. Tatal Assets DEDUCTIONS AND EXEMPTIONS: 9. Funaral Expanses/Administrative Costs/ "isc.llanaou. Expensa. (Schedule HJ Dabts/Hortgage Liabilities/Liens ISchadula IJ Total Daductions Nat Valu. of Tax Return Charitable/Gay.rnmental aaqu.sts ISchedul. J) N.t Valu. af Estat. Subj.ct to Tax ADMINISTRATIVE CORRECTION III 121 13) 14) 15) 16) (7) (9) 110) 10. ll. 12. 13. 14. TAX: 15. Amount af Line 14 at Spousal rat. 16. Amount af Lina 14 taxable .t Lin.al/Class A rat. 17. Amount of Lin. 14 taxabl. .t Collate~.l/Clas. Brat. 18. Principal Tax Du. TAX CREDITS: 115) 116) 117l PAYHENT DATE RECEIPT NUHBER AA185091 DISCOUNT 1+ I INTEREST/PEN PAID (-) 3,257,66 01-21-97 ACN 101 .00 168.615.32 .00 .00 62.776.17 5,759.34 219,931.24 IB) 21.558.22 1,169.00 Ill) 112) 113) 1141 .OOX.OO= .00X.06= 434.354.85X.15= liB) AHOUNT PAID 61,895.57 TDTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE DATE 05-28-97 457,082.07 22,727.22 434.354.85 .00 434,354.85 .00 .00 65.153.23 65.153.22 65 153.23 .01CR .00 .0ICR · IF PAID AFTER DATE INDICATED, SEE REUERSE I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) . 'IVWO~.I."1 ~~J~;!" COMMONWEALtH Of PENN$YlVANIA DEPARTMENT Of REVENUE BUR.AU 0' INDIVIDUAL TAXIS DEPT, 280601 HARRI$8URO. PA 17128,0601 INHERITANCE TAX EXPLANATION OF CHANGES ~'~" ~l~-O~l~ \..al DECEDE~~E . ~ 0 J N\ . O...l>,U"'''I...) '" SCHEDULE ITEM NO. EXPLANATION OF CHANGES ~~ '"I. ~ ~~'(~ o..A..~..:t..L tQ ~ ONuWt. ..... ~ II J...\~ \ \\ CI -0 \..Q'\..o)(.... \.) . V- \ .0 Q . }~ ~ " TAX EXAMINER:~'~ ,~..n\l__'L~L~:1-:_~l,<;:l.J..__ PAGE STATUS REPORT UNDER RULE 6.12 Name of Decedent: Alice M. Ouinn Date of Death: October 23. 1996 Estate No. 1996-00873 PA No. 21-96-0873 pursuant to Rule 6. 12 of the Supreme Court orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes-X!- No____ 2. representative complete: If the answer is No, state when the personal reasonably believes that the administration will be 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes____ No-X!-. b. The separate Orphans' Court No. (if any) for the personal representative's account is: NONE c. Did the personal representative account informally to the parties in interest? Yes-XX state an No_ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' court and may be attached to this report. Date: 1113!q8 , Hamilton C. Davis, Esquire P.O. Box 375, 75 E. King st. Shippensburg, PA 17257-0375 (717) 532-5713 Capacity: Personal Representative -X!- Counsel for Personal Representative ,