HomeMy WebLinkAbout96-00885
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ItETlTlON nm PIU>IlATE 111111 GI(ANT 0... LETTEI(S
H,wl.' "f F~cld!l~l llcnlcy ~I., I I, III
al.\o known <<1.\ __.___"
21 - lJfl - 1111';
No.
10:
_ /J.,t'I'llwd.
,~c;.:i<~~~;~:lIrii,-;:N,,:.')j3- ;1!J: 0 2;..i)~'.. ~.~ ~
l(egi,Iel 0' Wilh for Ihe
COlllllY of ~('U~I!,~I~!oJ.I.~(J__n ill Ihe
CtUlIlIHII1Wcallh of l'l'lIll\ylvunia
lhe pelilioll of Ihe IIl1der,i~lIed re,peclflllly rep,e,"III' Ihal:
Yuur pClilioncr{~), who is/an' IN Yl'ar!ol of age or oldcr an the C\l'I.'UL..L..lX.________I1iIIllCd
illlhe 101" will of Ihe ahove decedent. daled July ,JL~__n_._.. , 19.'1.6-
:md codicil(,) daled __l]lC!.._n__n_~..n._nn~~_._n...nn..___._.__n~
t.;"'l' fc!L''',llIl t.:lli:IlIllQ;IIIl'l". ....)!. "'.'lllll1l."latillll. dL'i1lh UIC\l'(UItH,l'h:.)
Dccelldelll was domicile.' at dl:ath ill _CunJbeJ:lal1cL Counly, I'cnnsylvania, wilh
hu,_",_ lasl rami~' O[urill:)pal res!denee at .. 66_LL&'r0W I<Ck1QJ;011I nq 5r,r i nqf,
_~!.l...l.J!dL! t1d~/,,-<::-<.~ j-...' r'1!.!. ,.f;" ~J/
Iii" ,t".'..'I, lIulI\hn ollll! 1l1111h:ipilhl~"
,19%
Dccendelll,lhen 71 yea" of age. died _~pt ,,"bC'r 20
OIl .6,~~<<lad'nBoillr,g_S[ju.nq"
Excepl as follows, deeedenl did nOlmarry. was nol divorced alld did nol havc a child born or adoptcd
after execulion of Ihe will offered for prohale; wa' nollhe viclim of a killing and wa, ncver adjudicatcd
incompelenl: JJL~
Dcccndel1l al death owned p"'perlY wilh e"imaled vallie, a, follow,:
(If domicilcd in I'a,) "lIpe"onal properl)'
(If nol domiciled in I'a,) I'e"ollal properly in I'ell"'ylvania
(If nOI domicilcd in I'a,) I'e"onal properly in County
Valuc of rcal e'lale in I'mn'yl\'ania
situatcd a, follow,: ~..lgn~'(i l<o<l.9.,_IP..JJ.lli!;LSI!'~ I n95. PI\
S 5,000.00
S
S
S 17n,nnn nn
WHEREFORE. pelilioner(,) rc,peclflllly reqlle,I(,) Ihe probale of Ihe la,t will and codicil(s)
prc'cnlcd hcrcwilh and Ihe grant of Ielters lest <lITent al'Y
(h.'\liUlll'lIliIlY; ,ldlllini\lliUim\ c.I.a.; i1drnini\lralion d.h.n.c.l.a.)
theron.
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66LlcJ:ew-Road, r<oj I i nq S[jr i nqs, PI\
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OATH 0... PERSONAL ItEPRESENTATIVE
COMMONWEALTII OF I'ENNSYLV ANIA
COUNTY OF (\I~t.<'rland
} :;::;
The pelilioner(s) ahove-m!1ned ,weart') 01 affirm(,) Ihallhe 'Ullemenl' in Ihe foregoing petition arc
Irue and correel In Ihe be'l ollhl' knowled~e and helief of pelilioner(,) and Ihat as personal rcprcscn-
lative(s) of Ihe ahove de~edeul pelllimll"(') will well and Irllly adm;uiSler Ihe cst:tlc according 10 law,
~~Vf~,~I~ n:~ II:;~ ~I,fl~~I~d..anll "'h:~':~'~l~ I ,;~:Je~~~+:~~~~'i~t" 1 J 'i j " ~
n"17.7-1~!"___nn. IA.Ln~ 1"''''' .' ~
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MilV' C, l.cwls 1I.'~iJI"" _______ ~
CO"'"llNO/f AlIII tlf "INNS"'I VAN"
orfIAIW~tN' 01 ilL VI NUl
IlUllfAU or INDIVIUUAL fAklS
urp" :SObOI
IIAHRISIlUIlG, IIA 111:8.0"01
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INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 _ Cj~ - 'iiF:5'
961'.8538
10-08-96
",'\.11..,."",
TVPE
EST, OF FIELDIUG Ii BELT .lI.L
5.5, NO, 533-20-0296
DATE OF DEATH 09-20-96
COUNTY CUMBERLAND
OF ACCOUNT
SAVINGS
.---
X, CHECKING
'RUST
CERTlF,
DIANA W BELTSCIiAFFER
661 LEREW RO
BOILING SPRINGS PA 17007
REMIT PAYMENT AND FORMS TO:
REGISTER OF WILLS
CUMBERLAND CO COURT 1i0USE
CARLISLE, PA 17013
FINANCIAL TRUST COHPAN hal prollldllr:t thll Dllpartlllllnt with 'hll lnforlllatlon listod 111110101 which hitS bun uSlld In cnlcullltlnQ tho
lIatentllll tlllt due. Their rllcords Indlcllte thllt III the dllllth of thll .111olll1 dllclldont, YOU wllro a Joint ownllr/b.n.f1c1arv of this .1ccount.
II YOU feel this Infor.atlon Is incarr.ct, Ilun obt.lln wrllh', corrllctlon 'rolll the f1n""cJ,,1 Institution. ..llIlch It copy to this for.
and return It to thll ,tbClIA addr.... 'hh account Is t,,"ablll In accordllnc. with the Inh.rit,lnc. 1.111 laws of the rO.lllonwllaUh of Pllnnsvlvllnlu.
OUIIsllons lIIay bo nn'worlld oy calling (/17) 187-8ll1.
COHPLETE PART 1 BELOW
Account No, 1047949
. . . SEE
De"
EstabUshed
REVERSE SIDE FOR
04-04-90
FILING AND PAVMENT INSTRUCTIONS
Account B.l.nce
Percent Te~eble
Anount Subject to
Tel( R.te
Potent1el Te~ Due
K
3,606,49
50,000
1,803,25
,06
108,20
TAXPAYER RESPONSE
-.
RESULT IN AN OFFICIAL TAX ASSESSHENT BASED ~N THIS NOTICE
To jn,urll prop.r cr.dl I to your .lecount. two
Il) COplll1 of this notlco nust dccolllpany your
pllylllenl to thll R.gllt.r of Wills. Hake check
payable 10: "Reglstllr of Wllis. Agonl".
K
1'401[: If taw pay.ents IIro lIIade within thr.e
III 1II0nthl of Ihe decodent's datil of doath.
you nay deduct a SZ discount of the 1ft. due.
Any Inheritanc. tall dug will boco.e dellnqullnt
,,In. 191 lIIonths aft.r the dat. of death.
Tax
PART
i1'1 FAILURE TO RESPOND WILL
[ CHECK ~
ONE I
BLOCK J
ONLY
A. c=J Tho above Infor..llan and ta~ due II corroct.
I. You lIIay chaos. to rOlllit pay.ent to tho Reglstor of Wills with two coplos of this notice to obtain
a dl~caunt or avoid Interest. or you .ay check bo. "A" and return this notice to thll Reglstor of
Wills and an official alsllss.enl 101111 bo Issued by tho PA Copart.ont of ROllenue.
B. c=J The above assllt has beon or will be ropartod and tft_ paid with the Penn,ylvanla Inhllrltance Ta_ return
to be fllod by the decedent's repre,entallve.
C. ~ Thll abovo Infarlllallon Is Incorrllet lind/or debts IInd deductions were paid by yOU.
Lf1 You .usl ca_pl.te PART [!J and/or PART ~ billow.
PART
i2l
If you Ind1cet. a dlff.r.n~ ta~ r~t" ,le.se stete your
rel.Uonsh1p to decedent: tl.... ("\ (
OFFICIAL USE ONLY 0 AAF
PA DEPARTMENT OF REVENUE
....u
..,..
................ ..."'......,........... ftft -.., .,. .....u... .."'"_'"
n_....n.~ ......... ...."........ v. .n", "'0'. "''''.....' .,,"'..,.
1. Date E.hblhhed I -I . l)l,\ "- ({ l'
2, Account Bahnce 2 " (f) ( , (,.,. LI'1
3, Percent TiI~ab1e 3 X :5 (\ , ('C.I".
Amount Subject 10 Tox 4 I -. ;) " 'h
4, " ,
5, Debts and Deduct lons 5 I ., ).., .1"0
b, A,"ount Ta~able b /'ii . :1-"
7, Tox R.te 7 X I el,
8, Tox Ou. 8 ~I, -Il~
.-..""........
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rriu
LINE
DATE PAID
tl"-:')\ "( ~\ .l.....'~
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PAVEE
1
2
3
4
5
6
7
8
DEBTS AND DEDUCTIONS CLAIMED
PART
i3i
DESCRIPTION
AMOUNT PAID
:,1)
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/ $ t.
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TOTAL IEnter on Llne 5 of Tax Co~putatlon)
$
G...:!::....,",.
Under penaltle. of
conplet. to the belt of
\ L, 'I;, (~
NA U
perjury, I declare that the
my knowledge and bellef.
(
,. ~ .' \
fach I
HOME
WORK
T L
true, correct
- .C(~i)-
and
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OffICIAL TAX ASSESSHENT witt- .tppllcnhla inhU." 1I115.d Qn II1'or""lIol1
sub_lttad by th. 'inanclal Inltltutlon. I )1
l. Inh.rlhnc8 Ie. heca.., d.llnquent I1ln. 1III0n''', "'hlt the 118Cllllal1", dll18 of d."th.
.5. A Joint neeounl Is tn.able avan though the decedent', 11M. ..." .llldGd j" " "'Ilttvr of convllnlence.
It. Account. (Including tho.. "ald ba"..lIn hUlbllnd Imd wlfa' whh:h the dllcodant put In Joint 1101_.' within one YIll1r prior to
d..lh at. fully I"Jabl_ "1 'rnnsfer..
S. 'ccount. established Jointlv b.twa8" husband nod wlf. lIIIor. than one va"r prior to daft'h Ar. not In."bl.,
b. Account. "old by /I docedent "in trust for" /lnoth.r or oth8rs at. tn.nbla fully,
REPORTING INSTRUCTIONS
PART
I
- TAXPAYER RESPONSE
1. BLOCK A . If the Inforlultlon and co_pulatlon in Ihe nollce ltra corracl i1nd daducllon, Ma nol being clal"lId, plnclI Itn "X"
In block "A" of Part I of the "Tallpayer RII,pon'lI" !.lIcllon. Sign Iwo caple, nnd sub_It thll. wlth your check for Ihe iI.ount of
lax to Ihe Rllglster of Will, of tha county indlcatod. Tho PA D.pnrl~ont of Ro~onue will Issue an official nssess.ent
CForft REV.I~~8 [X) upon receipt of tha raturn fro. tho Rllglstor of Wills.
Z. BLOCX B - If the nssal specified on this nollce hal been or will be roported i1nd tnll paid with the PennsylvanIa Inheritance
Tall Rdurn fillld by tha decedenl's ropresentative. place an "X" in block "B" of Pllrt I of the "Tallpllyer Rllsponse" sllctlon. Sign ana
COpy IInd return to Ihe PA Depllrt.llnt of Ra\lenue. Burallu of Individual TlIlllilS, [Jopt ZBObOl, ttltrrlsburg. PA 1711'S-ObOI In Ihe
envelope provided.
l. BLOCK C . II Ihe nollce infor.atlon Is Incorrecl andlor dllductlons Mil billing dahled, Ched block "COO ilnd co.pllllll Pllrts Z and 1
...........rt,..!.' t... t.... I...t..",.tl...... "..1.... c:l.... llo't' ....phts Itn" "uh",lt 'h.... IOl'h ,",our cl.eck for th. "-cvlll "f t". (l"vl'lble to 'he Rent,,'er
of Will. of ,he county indlcallld. fhe PA Depart.ant of Ravenua will issue an official assess~enl tFor. REV-IS48 EX) upon receipt
of thll rllturn fro. thll Register of Wills.
TAX RETURN - PART
2
- TAX COMPUTATION
LINE
l. Enter the date thll account o"iglnally was established or tltllld in the .annu uhtlng al date of death. "n
NOTE: Fa" II decedent dying afte" 12/1Z/8Z: Accounts which Ihe decedllnt put in joinl na.es within one CI) yaa" J~~lIath are
tallabla fully as transfers. Ilowever. there h 8n ellcluslon not to ell coed $3,000 per Iransfllroo regardle~f the valull of
Ihe account or tho nu.bllr of accounts held. 1,:.1.
-,
t! a double asterisk C..) appears bafore your first na.a In the addrass portion of this notice, tho Sl.OO' ~cluslon
already has baen deducted fro. the account balance as reported by the financial Institution. ~I
Z. Enla" tho total balance of the account Including interest accrulld to thll date of death.
3. Tha parcant of tha account that is taxable for each survivor Is det'lrained as fol1o...s:
A. Tho parcllnt tallllbll1 for jOhlt assets IIslablished ear a than one year prior to the decedantOs death:
1 DIVIDED BV TOTAL NUMBER OF
JOI~T OWNERS
Exa.ple: A joint asset ragistared
DIVIDED BY TOTAL NUMBER OF X 100 . PERCENT TAXABLE
SURVIVING JOINT OWNERS
In the na.e of tho decadant and two othar persons.
-
..
~
o'
W
I DIVIDED BY 1 (JOINT OWNERS) DIVIDED BY Z (SURVIVORS) . .167 X 100
16.7~ ITAXABLE FOR EAell SURVIVOR)
B. The parcant taxable for assllts created within one year of tho decadenl's dllath or accounts owned by the decedent but held
In trust for anothar Indlvldual(s) (trust benaflclaries):
I DIVIDED BY TOTAL HUMBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
X 100 . PERCENT TAXABLE
EM~.plel Joint accounl regl.ter~d
the dllcadent.
I DIVIDED BY Z (SURVIVORS) . .SO
In the na.e of the decedllnt and two othar persons and astabllshed within ana yaar of death by
X 100
SO~ (TAXABLE FOR EACH SURVIVOR)
4. The a.ount SUbjllct to taM Cline 4) is dater.lned by .ultlplylng the account balanca Cline Z) by thll pllrcent taxable (Iina l).
S. Ente" tha total of the debts and daductlon. Ilstad in Part l.
b. Tna aaount taxable ~llna bl IS aetarlllnaa oy Iuouactlng tne aeou, ana U.OUC\IO"~ 'Jlne " fro. "'" d..oun~ ."UJ"", ... ~d" .111'. ....
1. Enter the appropriate tax rate (line 71 as det.r~ined balo....
A. For dates of dealh occurring aftar &/30/94, the tnM rates for trl'lnsfllrs to spouses are ~s follows:
I. Dates of death on or aftor 7/1/94 nnd bafore 1/1/9S Ihe rnte Is 3%.
Z. Dates of death on or "flllr 1/1/9S Iransfers to spouses will be tailed at 0% tax rate.
Notll: For datos of ceath prior to 7/1/94 transfers to spouses nra tnllable at b%.
B. Transfers to Ilnll.l descendants Including falher, nolhllr. son, dltughter, grandchildren. son.ln.la....
daughto,,-In-Iaw, stapchlld and Ihelr IssuII I'Ire ta.ablll al six percent Ib%J.
C. Transfers to all others Including brother. sister, uncle. nunt. nephew nnd niece ara laxable at fifteen percant IIS%I.
D. If you change the tax rate, plaasa specify your relationship to the decedent In the area provided.
8. The aaount of tall due (line 6) Is delarlllned by Multiplying the a.ount taxable (llnll &1 by the tall ratll Illne 71.
CLAIMED DEDUCTIONS - PART
3
OEBTS AND DEDUCTIONS CLAIMED
Allowllble debts and deductions are daterained as follows:
A. You legally are rasponslble for pay.ent. or the estate SUbject to ad.lnlltrl'ltlon by . parson,,1 representative Is Insufflclenl
10 pay the deductible ite.s.
B. You actually paid the debts aftar death of Ine docedent and Lan furnish proof of pl'ly.ent.
C. nabt. baing clalned nust be ita.ired fully in Part 3. If additional SPlice Is needed, use plain pl'lper 6 II;" . It". Proof of
pay.ent .ay be requestad by tho PA Depart..nt of Rllvenue.
TAXPAYER ASSISTANCE
IF YOU NEED FURTHER lllFORHATlON OR ASSISTANCE, COtlTACT ANY
REGISTER OF WILLS, PA DEPARTMENT OF REVENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES. TAXPAYER INQUIRY UNIT IN
HARRISBURG AT (717) 787-8327, TODI (717) 772-2252 (HEARING IHPAIRED ONLY)
., w, ~.. .... .
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021 -q& - ,f~.s
PA DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT 280601
HARRISBURG PA 17128-0601
/ 11111
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WILL
OF
FIELDING HENLEY BELT
I, FIELDING HENLEY BELT of Cumberland County, Pennsylvania, make
this my Last Will, hereby revoking any and all former wills or codicils made by me.
ARTICLE ONE
Payment of Last Expenses
I direct my Personal Representative to pay the expenses of my last illness and
my funeral expenses as soon as may be convenient after my death.
ARTICLE TWO
Tanl!ible Personal Proocrty
I give my automobiles, household and personal effects, and other tangible
personal property of like nature (not including cash or securities), together with any
existing insurance thereon (excepting any tangible personal property used in the operation
of my farm business which shan be included in the residue of my estate and pass under
Article Three hereol), as I may have provided in a memorandum kept with the original of
this Will, or to the extent not so provided, to such of my children, DIANA WENDY
BELT, SALLYANN CHELSEA BELT and PATRICK LACY BELT, as are living on the
sixty-first (6Ist) day after my death in such shares or by such items as they may agree
upon or, if they are unable to agree, then in such shares or by such items of approximately
equal value as they may select by 101. Any such property not so distributed shall be sold
and the proceeds added to my residuary estate and pass under Article Three hereof,
ARTICLE THREE
Residue
Section I. Distribution to Trustees. An of the residue of my estate,
excluding any property over which I have a power of appointment, I give to the Trustees
under the FIELDING HENLEY BELT Revocable Trust dated ,"'!'u..'''.g , 1996,
as amended at any time prior to my death, (hereinafter, the "Revocable Trust") to be
added to and to form a part of the Trust Estate held under said Revocable Trust, or, if said
Revocable Trust is not in effect at the time of my death, to be held in trust on the same
terms and conditions specified in the instrument(s) governing said Revocable Trust as it
existed at the time of the execution of this Will or of the last codicil hereto, with like
effect as if said terms and conditions were set forth herein verbatim.
Section 2, Ultimate Distribution of Certain Reversions, In thc event that
any portion of my residue originally distributed by Section I of this Article Three reverts
to my estate by virtue of the terms of the Revocable Trust, then such assets should be
distributed such persons who would have been entitled thereto if I had died at that time
intestate, unmarried, without children surviving, and domiciled in the Commonwealth of
Pennsylvania.
ARTICLE FOUR
Personal Representative
I appoint my daughter, DIANA WENDY BELT, as my Personal
Representative under this Will. My said Personal Representative, or any successor
Personal Representative, shall have the authority, in his or her sole discretion, to appoint
another individual or bank as an additional or successor Personal Representative, or to
renounee his or her appointment in favor of another individual or a bank. If my above
named Personal Representative is unable or unwilling to act or to continue to act as my
Personal Representative under this Will, and a successor has not been appointed, I appoint
my daughter, SALLYANN CHELSEA BELT, and my son, PATRICK LACY BELT, as
successor Co-Personal Representatives. If either Co-Personal representative is unable or
unwilling to serve as Personal Representative for any reason other the then remaining
Personal Representative shall serve as sole Personal Representative. In addition to the
powers conferred by law, my Personal Representative shall have the following discre-
tionary powers, exercisable without the need to obtain court approval:
Section I. Power to Retain Assets. To retain as part of my estate any
property received hereunder, without any duty of diversification.
Section 2. Power to Invest. To invest and reinvest the principal of my estate
in such stocks, bonds, mortgages, securities or other property, real or personal, without
being limited to the classes of securities or investments in which fiduciaries are by law
authorized to invest funds.
Section 3, Power to Deal With Assets. To sell, exchange, lease, encumber,
option or otherwise dispose of all or any portion of my estate, real or personal in such
manner and upon such terms and conditions as are deemed advisable, and to make, execute
and deliver any documents necessary to effectuate any powers herein gmnted.
Section 4. Tax Powers, In connection with the making and filing of all
income tax, estate, inheritance and other death tax, gift tax and other tax returns and the
paying of such taxes, to make such elections, decisions, concessions and settlements,
including extensions of time for the payment of any Fedeml estate taxes or other taxes
due, as may be deemed proper, without liability to any person thereby affected, and
without the necessity of making compensating adjustments.
-2-
.
-,.
Section 5. Power to Distribute in Kind, To make distributions of my estate
in cash, in kind, or partly in cash and partly in kind; and to make non-pro rata distribu-
tions in kind without consideration of the income tax basis of the assets distributed.
Section 6. Advance Distributions, To make advance distributions in an
estimated amount to fund the respective Trusts established under my Revocable Trust.
Section 7. Allocation of Generation-Skippine Exemption. I expressly
authorize my Personal Representative to allocate, pursuant to Section 2631 (a) of the
Internal Revenue Code of 1986, as amended, any unused Federal generation-skipping
transfer tax exemption which may be available as of the date of my death to any property
with respect to which I am the transferor for generation-skipping tax purposes, whether
or not such property passes under this Wi\1 or otherwise and whether or not such property
was transferred during my lifetime or by reason of my death; provided, however, that it
is my desire, but not my direction, that my Personal Representative allocate said
exemption in the following order of priority: (a) to all direct skips other than any direct
skips resulting from a disclaimer; and (b) to property distributed to the Family Trust
established under Article Three of my Revocable Trust, unless my Personal Representative
shall determine otherwise for good reason. My Personal Representative also shall be
authorized to exclude any property with respect to which I am the transferor from any
such allocation of such exemption. My Personal Representative shall be authorized to
make any election relating to the allocation of such exemption. Any such allocation or
election made by my Personal Representative shall be made without the necessity of
obtaining court approval and shall be binding on the transferee of any inter vivos
generation-skipping transfer I may have made and on all persons interested in my estate
or in any trust established or to be established therefrom. Any good faith exercise, partial
exercise or failure to exercise the authority granted to my Personal Representative
hereunder shall not be subject to complaint or appeal by any party, and I hereby indemnify
my Personal Representative against any and all such claims and costs (including attorneys'
fees) associated therewith.
Section 8. Business Powers. My Personal Representative may carry on any
business owned and operated by me or my estate as a sole proprietorship or any business
conducted by a limited or general partnership of which I or my estate was a partner for
whatever period of time my Personal Representative may deem advisable, and to that end
my Personal Representative shall have the power to do any and all things deemed
necessary or appropriate, including the power to pay any negative cash flow, the power
to incorporate any such business or hold the stock as an investment, the power to borrow
and pledge assets held in trust as security for such borrowing, the power to liquidate or
sell any such business or such interests therein at public or private sale and at such times
and upon such terms as my Personal Representative deems advisable, and the power to
employ agents to manage and operate such business without liability for the actions of any
such agents, or for any loss, liability, or indebtedness of such business, if the management
is selected or retained with reasonable care,
Section 9, Real Estate and Proceeds, I do not wish to have the value of my
estate reduced by the forced sale of any real estate which I may own at my death, I
-3-
therefore authorize my Personal Representative to retain such real estate until such time
as it can be sold for its fair market value and, if necessary in order to provide funds for
the payment of any debts, expenses, estate taxes, inheritance taxes, transfer taxes and other
taxes of a similar nature payable by reason of my death, I authorize my Personal
Representative to borrow money and for that purpose to mortgage any such real estate and
to execute and deliver all notes, bonds, mortgages, and other instruments and to perform
all aclS necessary, proper or convenient in connection therewith, any and all such loans
and mortgages to be made in the sole discretion of my Personal Representative and for
such amounts and upon such terms as my Personal Representative decms proper. I
authorize my Personal Representative, without the necessity of petitioning any court for
approval or confirmation, to sell at any time all or part of the real estate in my residuary
estate to anyone or more of my children or their issue for such price and upon such terms
and conditions as all of my surviving children may agree.
Section 10. Special Use Valuation Election. To eleet to have any real
property of mine which is being used in the operation of my farm to be valued as a farm
rather that at its fair market value for Federal Estate Tax purposes in accordance with
Seetion 2032A of the Internal Revenue Code.
ARTICLE FIVE
Waiver of Bond
I direct that no Personal Representative or any other fiduciary named
hereunder shall be required to give bond for the faithful performance of duty in any
jurisdiction.
ARTICLE SIX
Source of Payment of Debts. Exoenses and Taxes
All estate taxes, inheritance taxes, transfer taxes and other taxes of similar
nature, together with any interest and penalties thereon, payable by reason of my death
upon the property constituting my gross estate for death tax purposes, whether or not such
property passes under this Will, and all debts, costs of administration and other proper
expenses, paid by my Personal Representative shall, except to the extent paid by my
Trustees, be paid from the principal of my residuary estate passing under Article Three,
without reimbursement from or apportionment among the legatees or devisees or persons
having a beneficial interest in any such property. Assets sold by my Personal
Representative to make payments hereunder shall be selected, to the extent advisable, so
as to minimize the recognition by my estate of gain for income tax purposes. My Personal
Representative may enter into such agreement to pay all or any part of the death taxes on
any future interest as may be deemed appropriate, and such agreement shall be binding
upon all parties in interest,
-4-
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CERTIFICATION m' NOTICE UNDER HUI,E 5.0 (n)
Nnme of Decedent: Fielding Henley Belt, III
Dote of Denth: 9/20190
Admin, No, 1990'00885
TO THE REGISTER:
I certify that notice of beneficiol interest required by Rule 5,6(0) of the Orphans' Court Rules was
served on or mniled to the following beneficiaries of the above captioned eslate on December 1996:
Nnme
Address
Sollyonn Chelsea Belt
661 Lerew Road
Boiling Springs. P A 17007
Patrick Lacy Belt
639 Lerew Road
Boiling Springs. P A 17007
Diana Wendy Belt-Schaffer
661 Lerew Road
Boiling Springs. PA 17007
Notice has now been given to 011 persons entilled thereto under Rule 5,6(0).
Respectfully submitted,
LAW OFFICES OF RON TURO
j;};/ ?/J-b
Dote'
-~~
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Robert' ulderig, Esq e
32 South Bedford Street
Carlisle, PA 17013
(717) 245.9688
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184982 COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT 0' REVENUE
OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX
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D NO. AA
RECEIVED FROM:
i
ACN
ASSESSMENT 'l'
CONTROL ~
NUMBER
AMOUNT
DIANA W D SCHAFFER
101
~Ju,2uv.vv
661 LEREW ROAD
BOILING SPRINGS, PA 17007
,OtO HI"
ESTATE INFORMATION:
Ell filE NUMBER
U 21-1996-0ElEJ5 SSN 533-20'-02'76
!II NAME Of DECEDENT (lAST) (fiRST) (Mil
~ BELT FIELDING HENLEY III
II DATE Of PAYMENT
m POSTMARK DATE
COUNTY
CUMBERLAND
OATE Of DEATH
REMARKS
DIANA W B SCHAFFER
m TOTAL AMOUNT PAID
510,200.00
SK
REGISTER OF WILLS
SEAL CHECKIl 934
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INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
r.l 1. Original Relurn
o A. limiled E'lole [] .4a. FUlure InlerOll Compromiul
lfor doles of death after 12.12.02)
[] 6. Decedenl Died Teslole [J 7. Decedonl Mainlained a living Trusl
(Anach copy of Will) (AlIach copy of Tru't)
ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE OIRECTEO TOI
20. If line 19 i, grealer Ihan line 10, enler Ihe difference on line 20. This is the OVERPAYMENT.
aD
~~
COMMONW(AITH 01 p(tm~HVAtHA
Ol,...UMfHT Of If(VWU(
O('T :180001
HARIIIUUIfO.'A 11118060'
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O(((tlHlI'~ t~"'MI lLA~I. Itl!.'. AtlO MIDtlLl l'1111AII
Belt, Fleldll'') I\t'n ley, III
~OCIAI-~i-(U.liy- 'lUMIII !IIATI--O-'OIAlil
, ~JJ:,2~-_02~_6_._. 9/20/')6
I" ""II{.'UI'lIh""Ov\h)u\l \,,""1 11"\1 '_.\1"'01''''1,[,,1 """'"!!
/5-t37-lfJ
fOR OATIS Of DIATH AnlR 12/31/91 CHICK HIAI
If A SPOUSAL '
POVUTY CAlDIT IS CLAIMID I 1
fill NUMBU
21
COUNTY COOl
~6
YfAR
088~
NUMBER
IXI 2
NAME
f,obert J. Muldcl'Ig, I;,stuln~
HUPHONE NUMaER
717 24~-%88
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1. Real Estole (Schedule A)
2. Slock, and Bonds (Schedule B)
3. Clole!y Held SIock/Partnership Inlere" (Scfledule C)
A. Mortgages and Noles Receiyable IScfledule DI
5. Cosfl, Bonk Depo,its & MiscellaneouI Perlonal Property
ISchedule EI
6. Joinlly Owned Properly IScfledule F)
7. Tron"e.. ISchedule G) (Schedule II
8. Total Gran Anets (Iotol Lines 1.71
9. Funeral Eltpen,es, Adminilualive COill. Miscellaneous
Expenlel (Schedule H)
10. Debts, Mortgage liabHilill, Lien, (Schedule I)
11. Total Deductions (tolallines 9 & 10)
12. Nel Value of Ellale ILine 8 minus line 11)
13. Charilable and Governmenlal BequeltslScfledule J)
IA. Net Value Subjecl to Talt ILine 12 minu, lino 13)
PHIO"ll ')lOM~1I11 ADUlt')')
6f,1 11'I'l'W 1<0':KI, BOI lIng SI,,'ings, Ph
, l[)Ahot alml. . SoUl II M i dd I C't on 'l'owt"lsh) rJ
12/7/24 CO,", ('unIA" lurid
,!,~"I'I.CU"I':'iU"':___ l:OU'<1 "C""O '\II~\:uc"O"1t
Supplemllnlol Relurn r I 3. Remainder Relurn
Ifor dales of dealh prior 10 12.13.821
I~] 5, Fede,ol Ellole To. Relurn Required
_ O. Tolol Number of Safe Depo,il BOKls
COMPUIl MAilING AOOII:I$$
'-': I
32 SoUl h Bcclfor;dStrcol
Ca I' I ) s Ie, Ph 1701 J
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15. Spou,al Tranl'en (for dotes of dealh after 6.30.94)
See Instruclions for Ar,plicable Percentage on Reyerle
Side. (Include values rom Scfledule K or Schedule M.I
16. Amount of line IA taxable 01 6% rote
(Include values from Schedule K or Scfledule M.I
17. Amount of line 14 taltable 01 15% role
(Includlt yalue, from Schedule K or Schedule M.)
10. Principallolt due IAdd 101( from Lines IS, 16 and 17.)
19. Credits Spou,al Poverty Credil Prior Payments
______. + _LQ,2_0'hlQ.. +
168,994.00
11 loo___~.._ .,--..---~.
o
121_____,__________.._
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14 I _.~_JL..______ ..-.-
(5 I __....1, ~D. O~O
( 6 1 ___i-.<;16~Q!....___.__.
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17) __________
1~,188.90
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( 8)
172,010,04
(9 I
(101
~,79~.67
(111 20,988.~7
"151";021.47
(121___
(13) -"T51-;1)21 .47
114)
(151 oo~___.,_._..______.,..,._= ---.-,----------
(16) __.1_~1,221..47_.__.. ,06 = ..__2,061~.?2__._~__
(17) .un._._.
. ,IS =
(1BI
9.061.29
Discounl
,.4~.3.06
Inl€lrell
o
(191
(20)
10,657. 76___._~_.
1 ,~~(j.4Z._._ 00___
Chode horo if you ore roquuting a rofund of your overpaymenl.
1211
121AI
121B)
21. If line 1B is grealer Iflon Line 19, enler Ihe difference on Line 21. ni, il Ifle TAX DUE.
A. Enler Ihe inteftul on Ihe balance due on Lino 21A.
B. Enler Ihe 10101 a. line 21 and 21A on line 21B. Thil h lho BALANCE DUE.
Malee Check Pavable to: Reghter of Will.. Agent
~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE ANO TO RECHECK MATH -0(-0(
Under penaltiel of perjury, I declare tflat I haye eJlcmined Ihi, relurn. including accompanying uhedulel cnd ,Ictemenh. ond fo the be" of my knowledge and belief,
il is Irue. correct and complele. I declare Ihof 011 reol enlale ho, b€len r€lporl€lcf of true ma'~ct vorue Declaralion of preparer olflor thon Ihe pononal repre'enlOliYe il
based on 011 informotion of wflich preparer flal any Itnowledgo
"0""Y(7t~~t:J"/}IL1;~r,::r.'ln~.nD">>'~~)1 IJ.'n'~ .1<()ueJ, 1'1:)1 llng- 5[,1 Ings,-~/\ 1;~~7 o..i ~~2-;;~==:
,'o'u"" or "".... 0I...!w:.."""""."" ~,t\\ o"i~
RlV.ISOIU+ flUSI
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COMMONWUlltl Of P(NN!tYlVANI...
INt4(RIIANCf fAX IIEtURN
.UIDlH' 01([O(N1
SCHEDULE A
REAL ESTATE
ESTATE OF FILE NUMBER
Belt., Fielding Henley, III 2196-0BB5
(Proporly folnlly.ownod wllh Righi of Survlvonhlp mUll bo dlsclolod on Schodul, Fl All roolollolo Ihould bo ..porlod 01 fait mark,l ualuo
which II dollnod al Iho price 01 which proporly would bo ..changod bolwoon 0 willing buy.. ond a willing ..II.., n,lIhor b,lng compollod
to buy or ,111, bolh having rlosonabl. knowledge of Ihl "l.vant facti.
ITEM I
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH
1.
Farm - Fielding H. BeH E.state Farm (Noblesse Farm)
661 Lerew [<Dad
Boi li.ng Springsr P/\ 17017
120.71 Acres
Nonagr.icultural Fail: Market, Value = $497,929.00
Agricultural Fair Mar.ket Value = $16B,994.00
$16B,994,OO
TOTAL (Also enler on line 1. _Rocapilu!olion)
'If moro 'poco js needed. inunt additional sheels or some size.)
!
Is 16B,994.00
. .
11\1.1_".11'1)
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
PloalO Print or T 0
FILE NUMBER
2196-0885
'*
COMMONWfALfH 0' PfNNSYLVANIA
INHunANCI fAX InUI"
IlIlDINf DICtDINT
ESTATE OF
Belt, Fielding lIenley, 111
(All property lolntly..owned wllh the Right of SUNlvonhlp mUll be dllclo.ed on Schedule FI
ITEM
NUMBER
1,
VALUE AT
DATE OF DEATH
$1,000.00
$ 500.00
DESCRIPTION
2,
1973 Cadd i1 ac COUf^!
Missellaneous Pet:sonal Pt:Of^!t:ty
TOTAL (AlIa onlor an II no 5, Roea itulotian) S 1,500,00
IAtto(h oddilionol8YJ" )( 11" sheets if more spa" is needed.1
I!YI)09I",lUII
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COMMONWUlTH 0' PfNNSYlVANIA
INHfRlJANCf fA): IUfURN
RUIDfNf DfCfDENf
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Belt., Fielding Henley, III
_.._---_.~-~---- ._----_...__..__._--_._._._~~-.,-
FILE NUMBER
21-96-0885
Jolnt'.nan.(.).
NAME
A, Diana W, Belt. Schaffe~
AOORESS
661 Lerew f,oad
Boiling Springs, PA 17007
B.
C.
Joln'ly-ownod p,aporty.
RELATIONSHIP TO DECEDENT
Daughter
ITEM LmER OATE
FOR TOTAL VALUE OECD'S OOLLAR VALUE OF
NUMBEI JOINT MADE DESCRIPTION OF PROPERTY
TENANT JOINT OF ASSET % INT. OECEDENT'S INTEREST
1. il 4/4/90 Fa~me~'s T~ust. - #1047949 3606,19 50% 1,803,25
2, A 3/16/9 PNC Bank - #5140180472 2,059.72 50% 1,029,86
3. A Membe~'s Fi~st. Fede~al C~edit. 3,365.86 50% 1,682.93
Union - #11393
TOTAL (Aho onter on line 6, Recapitulation) S 4,516.04
(II more space is needed insert additional sheets of some size)
11\1.1111 tit 1"11
~:~
COMMONWfAltH O' PrNN,nVANIA
INHUITANCI '.X IlnUIlN
IlUIDIN' DfCIDIN'
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
Ploalo Print or Typo
MBER
21-96-0665
Bell, ('ielding IIncley, IIJ
ITEM
NUMBER
A. Funoral Exponloll
B.
4,
C.
1.
2,
3,
4,
5,
6,
7,
8,
DESCRIPTION
1.
[<onan Funera 1 lIorre
255 York. Hoad
Carlisle, FA 17013
CSP
4100 Jonestown Hoad
Harrisburg, FA 17109
1.
Admlnlltratlve COlli:
Penonol Represenlotiye Commiuionl
Sociol Security Number 01 Penonol Representotiye:
Yeo, Commissions paid
2,
Attorney Feel Law Offices of Hon Turo
32 South Bedford St" Carlisle, PA 17013
Fomily Exemption
CI' t Diana Bel I.-Schaffer
alman
3,
Relotionship
Daughter
Address 01 Claimant at decedent's death
St I Add 661 Lerew Hoad
ree ress
City Boiling Springs
Stale PA
Zip Code 17007
Probate Fees
Mllcellaneoul Expenloll
Sentinel - Advertising letter
CUntlerland County Law Journal - Advertising letters
Water Testing - National Testing Labol:ator:ies
Tri -County Abstract - Tit Ie Search
Greenwalt & Company, PC - 96 t'axes prepal:ation
Postage
PA Departrrent of HeaIth/VitaI Hecords
TOTAL (Also ent.r on lin. 9, R.capitulatian)
(If mo,o space il n..dod, Insort additional sh..1I of samo siz..)
AMOUNT
1,122.10
675.00
6,600,00
3,500,00
316.00
72,47
60,00
216.13
96,00
460,00
37,20
30.00
S 15,166.90
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'OR OATIS 0' DIATH AnlR 12/31/91 CHICK HIRI
I' A SPOUSAL
POVIRTY CIIDIT IS CLAIMID IJ
'Ill HUMRIR
INHERITANCE TAX RETURN
RESIDENT DECEDENT
(TO BE FILED IN DUPLICATE
WITH REGISTER OF WILLS)
COMMONWfAl1tl or 'fNN~TlV"NI'"
Df,,,UMfNf Of IfVfNUf
Of" 710601
HAIIIUUIIO. '_A 11llI060!
DON' NAMI IIA' ,II' . loUD MIDOII IUI 'All
21
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YEAR
0885
NUMBER
O((IOItl '~(OM'UlI ...OO.U\
661 L'2J:('W [,ood, Bo III ng Spn ng5,
oA,Tol'i,iii'--- South MIddleton Townsl1ll'
12/7/24 c,,", CUITberland
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'OCIAl ucu.,ty '4UMU. DAII Of 01,.,1"
9/20/'J6
Remainder Return
(for dole. of d.ath prior ta 12.13.821
Federal E.lot. Tall R.lurn R.quired
533-20-0296
I" .U~IC"'"11 'u..'..NO ,,"ouU 'HU'. (t." 'II" ",,.0 M'OOII".'IIIll
03,
05
~ 2. Supplemental Return
o 1. Original Return
o o4. limited E.lat. 0 40. future Inl.rlU Comprami..
(lor dOl" of deolh after 12.12.821
[) 6. Deced,nl Di,d TIIloI. 0 7. Decedenl Moinloin.d a living Trult
(Allach copy of Willi (Allach copy of T,uIII
'~CORRESPOND~CE AND CONFIDENnAL TAX INFORMAnON SHOULD BE DIRECTED TO. '
NAM! COM'lnf MAILING AOOIEU
Robert J. Mulderi. 32 South Bedford Street
IIl"HOH' HUM'" Car: 11s1 e, PA 1 7013
717 245-9688
_ 8. Tolol Number of Sof. Oepeli! 80....
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1. Roal Eslalo (Schodulo Al
2, 5rock. and Bond. (Schodulo 81
3. Clol,ly Held Slock/Partner.hip Interllt (Schedule C)
o4. Mortgage. and Nole. Receivabl. ISchedule D)
5. Ca.h, Bank Depo.itl & Mi.cellaneou. Penonal Properly
(Schodul. EI
6, Joinlly Ownod Pro pony (Schodulo FI
7. T,ansfon (Schedulo G) (Schodulo II
8. Tolol Grall Au,'s (Iotollin.. 1.7)
9. Funeral Expen.es, Adminiltralivl Co.... Mi.cellaneou.
Expen... (Schedule H)
10. Debt., Mortgage liabilitie., lien. (Schedule I)
11. Total Deduction. (tolal Line. 9 & 10)
12. Net Value of E,'a', ILin. 8 minus line 111
13. Choritabl. and Governmental aequIIIS (Schedule J)
1.4. Net Value Subjed 10 Tox (line 12 minu.lin. 131
15. Spoulol Tranlf,n (for dole. of death aher 6.30.904)
5.. In"ruction. for Ar,plicable Perc,ntage on Reve,..
Side. (Indude value. rom Schedule K or Sch,dule M.I
16. Amount of lIn. 1.4 foxoble at 6% role
(Indude valu.. from Schedule K or Schedul. M.)
17. Amount of Line 14 lallable at 15% role
(Include va lUll from Schedule K or Schedule M.)
18. Principal tak due IAdd tOIt from lin.. IS, 16 and 17,)
19. Cr,dit. Spou.al Poverty Credit Prior Payments
+ 10.204.70
(1) 168,994.00
0 "....
(21 - ~ :ry
(3) 0 Cl
(4) 0
( 51 1.500.00
(61 4,516.04
( 7) 0
15,188.90 (8) 172,010.04
(91
5,799.67
(10)
20,988.57
151,021.47
(111
(12)
(131
(141
151,021.47
(15)
(161
(171
X._:::I
151,021.47
)( ,06:::1
9,061,29
x .15 :I
,.,
'"
;::
oC
...
::>
...
:IE
'"
u
..
oC
...
(1 B)
9.061.29
Inlerlll
o
DilCounl
+ 453.06
(191
(20)
10.657.76
1,596.47
20. If Line 191. greater Ihan line 18, enler the difference on line 20. Thi. is the OVERPAYMENT.
aD
Check here if you are requesting a refund of your averpaymenl.
(211
(21,6,1
(2181
21. If line 18 i. greoler than line 19, enler the difference on line 21. Thi. il the TAX DUE.
A. Enler the inlerelt on the balance due on line 21 A.
B. Enter th.,o,al of line 21 and 21A on line 218, Thi. i.the BALANCE DUE.
Malee Checle Payable tal Regllter of WllII, Agent
>- >- BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SlOE AND TO RECHECK MATH .0(.0( ~.
~~der penalties of perjury, I declor. that I have ellamined Ihi. return. including accompanying uhedut.. and Italemenh. and 10 the bes! of my ~nowl.dge and belief.
It " tru., correcl and complete. I declare thaI all real eltate hOl been reported at true market valve. Declaration 01 preparer olher than the pe"onal repre.enlative i.
ba.ed on all information 01 which preparer has any knowledge.
\IQNAI~~ Of 'U\ON 'U'~N\I-,,\ '0' 'JING' N AOO.U\ EXHIBIT OAlf
UU'\I)v.'I!A) r.:;, V~' , 661 ~r- rin s, Ph 17007 5-2-97
~IGNAIU.f Of ,.[,....[. OlHU MAN .1,IU[UfAIlVf A OAlf
All.STATE'INl[RNA.TIONAl
IIV.lSOtI.. ill.It'
W
COMMONWfAU'H 0' '(~NS'YlVANIA
INHUItANCf TAX IInUIIN
AUIDINI DICIDINI
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF
Bel t, Fielding Henley, III
FILE NUMBER
21-96-0885
Joln.lonant(.I.
NAME
A. Diana W, Belt Schaffer
ADORESS
661 Lerew Road
Boiling Sprlngs, PA 17007
RELATIONSHIP TO DECEOENT
Daughter
B.
C.
Joln"y-ownod proporly.
ITEM LmER DATE
FOR TOTAL VALUE OECD'S DOLLAR VALUE OF
NUMBn JOINT MADE OESCRIPTION OF PROPERTY OF ASSET % INT. OECEOENT'S INTEREST
TENANT JOINT
1. 1\ 4/4/90 Farmer's Trust - ~1047949 3606,19 50% 1,803,25
2. 1\ 3/16/9 PNC Bank - #5140180472 2,059.72 50% 1,029.86
3. A Member's First Federal Credit 3,365.86 50% 1,682.93
Union - ~1l393
TOTAL (Aho enler on line 6, Recapitulationl S 4,516.04
(II more space is needed insert additional shills o( some size)
'I\I.UIIII.17.",
'~'9.
, '1\
-
SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE COSTS AND
MISCELLANEOUS EXPENSES
COMMONW!AlTH o. 'eNNSYLVANIA
INHUITANCf TAlC IInUIIN
USIOINr ClceOINT
Plea.e Print or Typo
MBER
21-96-0BB5
Belt., Fwlding IIneley, III
ITEM
NUMBER
A. Funeral Expon.e.,
B.
2,
3,
4.
C.
1,
2,
3,
4.
5.
6,
7.
8,
DESCRIPTION
1.
r<<Jnan Funeral Horre
255 York r,cad
Carlisle, PA 17013
CSP
4100 Jonestown Road
Harrisburg, PA 17109
Admlnl.tratlve Co.h:
1.
Personal Representative Commissions
Social Security Number of Personal Represen'a'ive:
Vear Comminions paid
Attorney Fees Law Offices of Ron Turo
32 South Bedford St., Carlisle, PA 17013
Family Exemption
CI' t Diana Belt-Schaffer
alma"
Relationship
Daughter
Addren of Claimant at decedent's death
S'reet Addren 661 Lerew Road
City Boiling Springs
S'a'e PA
Zip Code 17007
Proba'e Fees
MI.cellanoau. Expon.e.:
Sentinel - Advertising letter
CUmberland County Law Journal - Advertising letters
Water Testing - National Testing Laboratories
Tri-County Abstract - Title Search
Greenwalt & Company, PC - 96 taxes preparation
Pes tage
PA DepartJrent of HealthlVital Records
TOTAL (Also enter on line 9, Recapituia'ion)
(If more spoco i. needod. in.ert additional shoots of same size.)
,
....-.-
--_.._---~-- - ---;:-
.- '
AMOUNT
1,122.10
675.00
B,600.00
3,500.00
31B.00
72.47
60.00
216.13
9B.00
460,00
37.20
30.00
S 15, 1 BB . 90
'''''''''i.""",W
COMMONwtAIIH O' 'INNinVANI"
lNHIlItt.NCI ,.. _nUIN
IUIDIN'DlctOIH'
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Ploa.e Prl"' or Tvpe
FILE NUMBER
21-96-0885
ESTATE OF
Belt, Fielding Henley, III
ITEM
NUMBER
9.
10.
11.
12,
13,
14,
15,
Carlisle Farm Service - (Paint)
Ed Blerrer - r~pair of farm equiprrent
GPU F.nergy
Mr. Darhower - farm labor
Tractor Supply Center - Maintenance farm equiprrent
Peterman Farm Equiprrent - Paint
IRS - 1995 Federal Taxes
Greenwalt & Corrpany - tax preparation for Federal & State 1994 &
1995 taxes
C, Martin Lehman - Lumt.er
School Tax
Real Estate Tax
OCcupation Tax
County/Township Tax
IRS - 1996 Federal Taxes
Real Estate Taxes
1.
2,
3.
4,
5,
6.
7,
8,
DESCRIPTION
AMOUNT
63,98
45,00
50,00
700.00
41.43
42,05
201,55
475,00
302,23
232,26
2,588,53
9.80
305,42
237,00
505,42
TOTAL (AI.o ente, on lino 10, Recapitulation)
S 5,799.67
(If more spoco is needed, insert oddi';onal sheets of some size.)
\
STATEMENT
AND NOW, this 24th day of November, 1llll7, I, Diana Wendy Belt.Schaffer, Executrix of the
Estate of Fielding Henley Belt, Ill, do hereby state the following distribution In lICCordance with the
Fielding Henley Belt, JII Last Will and Testament:
1. $142,413,24 to the Fielding Henley Belt, III Family Trust.
2, MlsceUnneous personal belongings distributed to the three children: Diana Wendy Belt-
Schaffer, Patrick Lacy Belt, and SalIyAnn Belt Darhower 88 they request and agree.
~lNUA~+
Diana Wendy Belt- haffer
EXHIBIT
(;
m-5TATEIIH1tRNATONAL
00 \!3 :II
c:(5"' :Ilro
::J " u, non
-' c
c .:'1:'">
CJ . ;=-
n
<- N
IJJ
Pl'nEMTa
o.tech U. top portion of
revtr.. aide.
.. MM. chKk or MlMY or"'der prtIIbl. tal AEGJS1DI Of' WILLS, A;EJCT.
All ~h rllCtllved ..U flnt be ...Uad to MY Int.,...t Wllch _1 be ~,
thh Notice ... .-It .,Ittt your ptlpMt
:..~ :P
l~rltanc. ... [.tat. Tax Act, Act 22 .. ~"1. (7t:alS.
~~ i...:J
).-;: \0
to the R....t.,. of NUh printed on the
-- , '.~.
iiio
-
PUIlPClSf: Of
NOTICE.
To fulfill the ,...,Ireeenh of Section 21..0 of the
Sec:tlDl"l2140).
.Ith ..., r_lnller IIppUed to the tax.
AfF\.ICD(CRh
A nknd of . tax crlldlt, ..,leIt .... not r....ted on tM tax ntum, _, be ,.....t.t by cOIIPlaUng ." "AppllCIIUon
for Refund of Penn.,lv.nla InherltBnCI end E,tat. Tax"' (REV-ISIS). Application. Ira evwllBbl. at the OfficIo'
thI R....t.r of lUUI, .w of the Z3 RI"'" Dhtrlct G,fte.. or by calling the special Z4-hour ...."..,.Ing ..rvlce
~r' for fo~' orderlngt In P~.ylvenl. l-IDO-S6Z-ZDSa, out. Ide Penn.,lvenll and .Ithln local
HerrllbU,.. ar.. (717) 7.,-IOM, TlJDt (717) nz..zzsz (tIN,..ng I._Ired Only).
GUCTU.CSI Any party In lnterlst not ..tlsfhd with the IIppr.l...."t, .Uowwc. or dl..UDW1WtC8 0' deduction. or .....~t
0' tax l1ncludlng dSaCCUlt or Int.n.t) .. shown on tt1h Natlc. -v abject "Ithln I1xty (6G) dIIy. 0' rec.lpt of
ttlh Notice byl
-."rltt., prated to U. PA Depar~t 0' R8V~, Board of Appeeh, Dept. ZlUU, Harrhburg, Pi 171U.UZl, OR
--alM:tlng to ~ U. _tt.r det.,..IMd .t thB -..Ilt of the ec~t 0' the perlONll rapr..."tetlV8, OR
"-~I to the Drphwt.' Court
AlllnM-
IST1IATlVE
CORRECTIONSI
FlM:tuel arran dlKOYar" on this .....~t Mould bII addnlHd In wrltlna tal Pi 08pBr~t 0' Aav.-.ue,
Bur.au 0' Jndlvldu81 T...., ATTNI Po,t AI..,~t R.vl.., Unit, DEPT. 280601, Harrisburg, PA 17128.0601
Phone (717) 767-6505. s.. PBgB 5 of the bookht "In.tructlon. 'or Jm.rltanca T.. RBturn 'or a R..ldBnt
DBc8dent" (REV-IS01) 'or 8ft axplBn8tlon 0' Bd.lnl.tretlv.ly correctlbl. .rror..
DISCOl.JCTI
If .,y tax dI.M 11 paid ..Ittlln thr.. (:5) calender ~th. aftlr th8 decBdBnt'. dBath, a flv. perc."t (5%)
dhcOU'\t 0' th8 tax paid Sa aUowed.
PENALTYI
1M 15% talC ....Ity non.perUclpatlon panel ty h CCMIPUt.. on the tot.l 0' the tu Md Int.r..t ....INd, Md not
peld bII'ar. J.-ry 18, 1996, thB 'Ir.t dIIy altar thII and 0' the tu .-MIlty period. This non-p.rtlclpatlon
pwlel ty 11 IIppMIllIbl. In th8 .... arr'MIr end In the the AM tI_ parlod .. YOU MOUld 1Ipp881 thII talC Md Int.r..t
\hit he. bHn ...a.Nd a. Indh~.t" on this natlCII.
JNTERESTI
Inter..t I. eharged beglmlna ..lttI first day of dall~Y, or nlM (9) IIOnth. end one U) day
'rOIl the dIIt. of d..th, to thII date of PIYHnt. Tax.. which bec_ dlllnquwlt bIIfar. """'ry 1 f nil
beer Inter..t .t thB r.t. a' .he (6X) pere."t par ~ celculat" at a d8lh ...t. of .000164.
All tax.. ....Idl Me-. dellnquent on or att.r Jaruery I, 1982 ..Ul bear Intaralt at . rata which ..Ul Vlry frCMI
eal"r y..r to celandar vllr ..lttI IMt rat. 1fYlOU1C~ by the Pi DapartHnt of RavWIUII. The appllcebl.
Int.ra.t r.ta. far 1982 through 1997 aral
V.., lnt.nlt Aat. Dalh lntara.t Fector V.., lnteralt Rate DailY lntere.t Fector
..U 20X .U0541 1917 'X .00n.7
"13 16% .UUSl .....1991 11% ,000501
I'" llX .0Unl 199' OX .Oao247
1915 In .000S56 199].1994 n .0001'2
..16 lOX .un7. 1995.1997 OX . aoun
ulntare.t I. calculat.. a. follOM.1
IHTEREST = BALANCE OF TAX UNPAID X IMIBER OF DAYS DELINQUEHT X DULY IHTEREST FaCTOR
__Any NatlCII ltlUld altar the tax bacoM. delinquent ..Ul raflect .. Intlr..t calculation to flit.., Cl5) cIav.
bIIYond 1M date of the .....~t. If p8~t Is -.de after the Intere.t ~t.t1on dIIt. Ihow't on the
Notice, .allt1Dn111 Intera.t .,It bII calculetad.
MAKE CHECK PAVABLE AND REMIT PAVHENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifiv:is4TEiCAFP-io:F97rNCiricEuOFuiNHEii'iiANCE-Ylix-iipPRiiisEHENi'-;-AL'LOWANCE-iili-m_nmn_m-
DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
FIELDING H FILE NO, 21 96-0B85 ACN 101
If an assessment was issued previously, lines 14, 15 and,or 1&, 17 and 18 will
reflect figures that include the total of abh returns assessed to date,
ASSESSHENT OF TAX:
15. A.aunt of LIn. 14 at Spous.l rat. CIS)
16. A.ount of Line 14 taxable at Lln..I/CI... A rat. (16)
17. A.ount of line 14 taxabl. at Collateral/CI... Brat. (17)
18. Principal Tax Due
;!J:-/37. b
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
{(..;
~UREAU OF INOIVIDUAL TAXES
INHUITAHCE TAX DIVISION
DEPT. 210601
HARRISBURG, PA 1111"D~OI
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR OISALLOWANCE
OF OEOUCTIONS ANO ASSESSMENT OF TAX
ROBERT J MULDERIG ESQ
32 S BEDFORD ST
CARLISLE PA 17013
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
COUNTY
ACN
07-14-97
BELT
09-20-96
21 96-0BB5
CUMBERLAND
101
Anount R..ltt.d
ESTATE OF
BELT
TAX RETURN WAS: ( I ACCEPTEO AS FILED
( X) CHANGEO
SEE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Roo1 Est.t. ISchodul. Al Cll
2. Stocks W\d BondI (Schedule OJ (2)
3. Clos.ly Held stock/Partnership Int.ra.t (Schedule C) (3)
4. Hortg.ga./Not.. Recaivable (Schedule DJ (4)
5. Cash/Bank Deposits/Hilc. Parsanal Property (Schedule E) IS)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total A..ets
168.994,00
,00
,00
,00
1.500,00
4.516,04
,00
(B)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expen.e./Ada. Cost./Hisc. Expense. (Schedule H) (9)
10, Oobtl/Ho.tgogo Llobl11tlo./Llonl CSchodulo I) (10)
11. Total Deduction,
12. Net Value of Tax Return
15. Charitable/GovernMental aaqua.t. (Schedula J)
14. Net Value of Eltate Subject to Tax
15.1BB,90
5,799,67
1111
1121
115)
11~1
NOTE:
,DO X .00:
154,021.47 X ,06:
,00 X .15:
I1B)
TAX CREDITS:
PAYMENT
OATE
12-20-96
DISCOUNT C"
INTEREST/PEN PAlO (-)
462,06
AMOUNT PAID
10,200,00
RECEIPT
NUMBER
AAIB4982
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
*
11I.lhl II "' III-tll
FIELDING
DATE
ATTACHED
07-14-97
NOn CE
H
. IF PAlO AFTER OATE INDICATEO. SEE REVERSE
FOR CALCULATION OF ADOITIOHAL INTEREST.
( IF TOTAL OUE IS LESS THAN .1. NO PAYMENT IS REQUIRED.
IF TOTAL OUE IS REFLECTEO AS A "CREon" (CR), YOU MAY BE OUE
A REFUNO, SEE REVERSE SlOE OF THIS FORM FOR INSTRUCTIONS,)
NOTE: To in.ure proper
credit to your account,
lub~it tha upper portion
of this fora wi{h your
tax paYllent.
175,010,04
'0.988 ~7
154.021.47
,00
154,021.47
,00
9,241.29
,00
9.241.29
10,662,06
1.420. HCR
,00
1.420. HCR
.
.~
0' ..,. .,~~
9- "
...,..
<:j ~'? r...~
C
--
N
-'
.-:1
~,
" - .
" .... .~ c:
...... u:. '?' .::;!::i
0: ()v
., ,,~
. JRD/June 30-, 1992/17858
UEGISfEU OF WILLS
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
NOTICE PURSUANT TO RULE 6.12
PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES
To: Personal Representative
Counsel: HOBEHT J, MUWF.lUG, I".so, ,
REI Estate of FIELDING H BELT III , Deceased, Lnte of
SOl!fH MIDDLF.TON TWP
Estate No,: 21-1996.0885
Date of Decedent's Death: 9.20.96
Pursuant to Rule 6.12, the above named personal repre.sentative or the above named attorney, if
applicable, within two (2) years of the decedent's death, and annually lhereafter unlil administration is
completed, is required to file with the Register of Wills a Status Report as required by Rule 6,12, in
substantially the prescribed form, showing the date by which the personal representative, or attorney, as
applieable, reasonably believes administration will be completed, TIle purpose of this Notice is to advise
you that unless the requisite Status Report is filed with the Register of Wills or Clerk of the Orphans'
Court, as appropriate, within ten (10) calendar days after the date of this Notice that the Register of Wills
is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to
request that said Court conduct a hearing to detennine whether sanctions should be imposed upon the
delinquent personal representative and the delinquent personal representative's counsel, if any.
Accordingly, if the Iequisite Status Report is not filed by 11.9.98 , 19_, you are hereby
advised that a IeqUest will be submitted to the Court in accordance with Rule 6,12.
Date:
10.22.98
uJ
Distribution to Estate File
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death: '\
\ \ (' \ ( \ \I \ " i \ ( \ \ \ ( \ \
) J
,),' '\ Ii
V,I,' \\
) , {I( I (';" ~
Will No. ' ",I )
Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of th~ above-captioned estate:
1. State whether administration of the estate is complete:
Yes \/ No
,
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: tv J I~
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:
c. Did the personal representative state an
account informally to the parties in interest? Yes y No
d, Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:/fJ/;;l7hy ~5i' .'
( ,
. :
';\ \ !\ '\" ld~, d '\1, C (I I I,' ,\ I iJI~ n(',J~
Address
-
"-
() I)) :lYL)'. 0(rS :~
Te 1, No,
r"..
- '.
Capacity: Personal Representative
~counsel for personal
representative
(HAH: rmfl AM3)