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HomeMy WebLinkAbout96-00931 . --- .'. _ .-."... ,- . .\ " ~ . MARY C. LEWIS Rogl,'or 01 Will. a Clerk 01 Orphon.' Cou,' Cumbe,lend Counly Courthouse CaMlsle, Pennsylvdnla 17013 IJNO(llv, :%R~ORJ~1ft( OROCR '4R01N(; 4PIl/.r M/\IIY C. W/\GNE1l clJ 119 NJmH 2Bf ~ Cl\MP HILL, P,. , r--',1., A'i_ ,"'~'(":'" ((>'". /_" .~- '-j~ ~' ~~~~ AU' 11'99 '$(_", (,.~\ D f!mJmJ rn :otr," 71 SSB4 ::':~.'..:-::_-~'~=- ' ~- . . . . : 0 33': rt. - . -.. . . . v.s. PO~T^I)E : I -,....."'.'^i,.'="--~...;;....fri.v:~.,t..;;;~,.;;~'ki~~~*~fiXl~Ft.;.~~.1,i.t:!~~'J.1t<t1t...~t:F~~ ~ I. '\ ' .. -l ~. ' .,,\. , ,I ;. '\., . ! t." tl . .''V ~. '. 'f- t": .,.' .. . ..... . 'lit' _, .. 'e. ~. 'i-.1", ; . '. ,1 ,....:.. ~ l ~"".f, \ " ... , . . ..' ....' t. f':" ,.. _ .., I ' ;., "".. I - .,; . " ; . III ,-1 ,', t" : . '~). ,)' 1':' . \'" ~.;-, "J" - ':~ w' " " :. ",' .' " ..~"'.~ . ~ .' ~ ..-y ,.~-~:. c' J. . '-' .,..' .....-.....".. .~- -~ _....,...--- ..--....- y-------.- _._-~ --", ~TA1J!~-B.~I)(J!l1'..._ UNDr:;R_. HUI'J::__L,J;1 Name of Decedent: Date of Death: Will No. 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 the auove-captioneu 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: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The ,;epal'ate Oq,hiln,;' C,,"rt No. (if any) for the personal representative's accollnt is: c. Did I.he personal repres~ntative state an account informally to the parlies in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: Signat.ure Name (Please type or print) Address Ll Tel. N'J. Cap"" i I y: Personal Representative Counsel for personal l'epresentat i ve (MAH:rmf/AM3) PETITION Hm pnOnATE IIl1d C;nANT OF u:rnms Esta/,. oJ _L2__ brlf:f. -~~ . . _ (' _ No" c;J /- C; ~-. 93 L. -.-.. alsf) kllOll'1I aJ Lll&uac.-'Y. ~~'ft.1Si.. "'"':'. To: _________.__J l{e~i\ler 01 WII" lor Ihe ..__.__.... ))'....'11"". ('ollllty of CUHIlj-;III,,\Nll___ ill Ihe Social S,.t'IIrit,l' No, _"21-1.. -::_CJ"l.::.._~q '2..~ ('ollllllonl,",'"llh 01 I'enl\\ylvani" The pelilion of Ihe undersigned re\peclllllly rel1le\enl\ Ihal: Your pelitioner(s), who is/arc 1M years 01 a~e or older anlll(.CJeCUI___________lq~ed inlhe laS! will of Ihe above deecdelll, dated __. ~.O'I_L.!..:';~ ,19 - and codicil(s) daled ._______________.___ 1~lal(' rclt'\imt dWIl1l\IJII(l.'\, t'.~. rt'nllnl:ialion. dc;uh uf e\CCtlhlr I CIC.) Decendenl was dOllliciled al dealh in _L'-'~blt~.Q~ County, Pennsylvania, wilh II '''' lasl family or principal residence al _\..~ ~, ':) '0 """\ t..>AMC t\, \..\... r~A. _ tlbc<t..o (Ii\! \!recl, number and munclJlalily) Derlndenl. Ihen ~":L- years 01 age, died _~P'l: 'm~'2. ::to;:)---. 19'1 ~, , al "....~~dL\l r\~L~i?t.L.-., . Exeepl as [tlllows. dece,jem did nOllllallY. was nol divorced and did nol have a child born or adopled after execution of the will otlered for probate; was nOllhe victim of a killing and was never adjudiealed incompelent: Decendenl al dealh owned pr~'r1Y with cslimaled values as follows: (If domiciled in Pa,) All personal properlY") (If not domicild in Pa.) ClSonal properlY in I>cnnsylvania (If nOI domiciled in Pa.) Personal properlY in CoulllY Value of real eslale in Pennsylvania situated as follows: s lilq) '-110, O( s S S WHEREFORE, pelitioner(s) respectfully requeS!(s) the probat of the last will and codicil(s) prr<Cnled herewith and the grant of lellers_fr'C, 1 tl Mel) (tt~lamt'nlary: admmlma ion ":.1.3.; administration d.b.n.r:.l.a.) Iheron. i~ ~~~~:lt1~ifJ~ -gg -1J-4 TN, ?.~~ .:,p ...~../lIm^ l+-i1L PA, r701L.._ '- ~ 1;;.... -rz U ~ 0 '7(, ~L2..:.l~I' c ~ ;;; ~~to>~ Yon... \IAv~.) p~"",,,P) I~ Cl q '3g. -:1."1'12> OATH OF PEHSONAL REPHESENTATlVE COMMONWEALTH OF I'ENi'iSYLVANIA J'1 " A H::; COUNTY OF.r;!!~!~ERI. ND The peliliolll'ris! 1llnvemo:nrd swear(,) or affirm(s) Ihallhe slatemelllS in Ihe foregoing pelition arc Irue and mrrcu to the be>: ul 'l.e kilOwledge ;llId belief of petilioner(s) and Ihat as personal represen- Ialive(s) of Ihe alluve dccedclll pe1ilillller(s) will well and trllly adminisler the estale according to law. 1_1la)I~~ K A/' ~.....I(~ 1M Sworn ...> or amrn.leda nd. SUbS. crined 1. b fore me this I ,~' l ~ ..._ dOl) 01 L. '<!. 1).0...). j ",,19.'L~._ 7))0 'L#d' ....JJ t ~ /1 -;a- I /'~./) A- ,.oo:._",-_.L'->,>-.LJ.,J.,1.u..!___ I ..: luLlI' . IfJ Rt'.J:I.'i/t.'f IS'I\f"'~ VI ,0' " Q ;: ~ ~ Till'> l\"'ltllth Ib,11 lilt tlllllllll,dlolll h"l 1'1\(1) I, ,"ll(,lh "'/"( 4 !r"1l111Il"1l'lIl.rlll'llllr,.111 .oj '!I'.IIII dul~ 11l1.t! HI fl'.lIlr Iltl I -I 1.'lll_d 11'111111.111 .\ ill lIt I." '\II.!I.! 1.>.1:0 "'" \ 11,11 HI 111I<!\ C 1111. I Ill' l't Illl.11I1 III Id,lll: willi 1I1l: .1\ WARNING: It Is IIlognllo dupllcnll' Ihls copy by pholoslnl or phologrnph. 111"1111111' d Illlh,lll. $.'011 I......'-~ , ,:'(~\111 Of.p(4~\ I ~~/'~~.. .~~' . ~ f ~" . I"~ '~/.I ,:.! 11'-' .';; ~', "...~/. iJ>' ..' ,. :f.' ,_..~.l_ ~ ~/.jfIN' 6\ ~~,~ -'rC:!L"!J.-'!'-- 3783349 i'\tJ lQAhH7 "" ,C__" Z ',.],', , ".".' ',' ,. {., ~;l;N:'...I /c: /;t-:.\.r2r'':j'(__ IHI,d HI!..;l"!.11 {/ SEP 2 4 ljj5 , (till' COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH lWlllOl (101""".. w.u. ~ I -...- ... ClRIOIMTH ''''''''0.,...., MT~a,...., SllalQI'IlI'Y'Cl:&I_rt .. Mole .11I.".....,.,.." IoOOAlr.tCUAlrY-/'fUW",,, tl.urOf'DUI",Motof\UI'_1 .,Se l.D Iqq~ .. 222 09 8926 P\AClOI'OlR"o...~...._ __..~...._ .... _M ...0 84 """" '" Yo ClJOOerland OIctDlNt. ClCCUfi'lCJ0I ..-=:'::-:''::':::.J:r CMler Laffert Ll.v1t>er , DUlDlNrlWMMQAOClfW"$__~ .....loCadll otcIDlH'" 119 North 28th Street ~ Carp Hill, Pa 17011 "':=:- East Pennsbom ..., "'.... I1L.... Pa ~,o ~'~""""IlIc&.~... '......, 1.WlfW..W'\III'......... ,.....UM_.~ -...... Wid~ ... White -........ ~... ~--........ . ".0................. ,. ...,..,..IHAMI,...w.u.lMq Lee N. Lafferty WClNWlTlHA-.CT"*""" Mary Wagner '" r ....~o ~~i .. .. - .... Onberland ....., ".~ ~~.:::.. IoIOHC"INAU(''''1II u.cu. "'-->.....,.. , Rebecca Bower "'''"'iI~'''tG'~~II'th'Sr"~lo~ Hill, p" 17011 PlACCOf'tlISI'OSItJOH."-e.c....."c:r...., LOCNION,~ ,z.c:o.a. ._- ,... ~_..o September 25,199 ~tCI"5( HUUIUI 011654-L ,.. 0tN" 5:SJ .. f. n.MltTt l/IeI...---.......____-'-~...... O',.........1IiClde L",,",,_~fIIlMdl'" _CKAlI CIoUM'~ -.- ........,.......- -..- ..,.".......rIWIiedMt -.....\IMOCM.'1NCII .CIoUII~CI'''''', ...-- '~..~w, 11., 1 OUIlOO' J.COf$[OUfNCIOf) tJt'fkiA D6.r~""t /iult'IN'VIt:.... OIA lOlOAAS J.COHS(OA'ICIf'Otl I: OIA lOlO" AS.. CONslOUfHCf Of} 'lftN J.UlClPI'Y'WOHOS """""OfDlAf" -ukr I'RIOIlllO CouPLIIIlOH 0# CAUII -. e- O '" ll<RH1 - - 0 '....--..- 0 ...13' ...0 ...13" ..... 0 C:O":'NIl...OII-...d 0 ONr OJ" 1NJUft., ,1,1".0"0.-, ",., ear;:. Hill lo ...0 I===- :-......... I ......, -I OW'IqiIfttMI............._, IIut ........ft..~_.-.r1""""1 , ''''1 Of' tKAlfIy ftJUR.,RYIOAll' tlf$C;~ttOWltfJUIIl'OCC\IfUIltl n. - . "-AClOfIPUUR.,..../igIoIe '-......--.,.-. ~toC~1 ... ... 0 ...0 - .... CIItI...,.o.:a;lWt~ "CUIl"'INQ"",IlCUliII~~UluMrlliMIiehlo_~_<eli",,p~""'_c~,*,,1J1 .............u.............--........I.8ioIII(.I....-........., ,........ ..... ,..,., ,.,.,. '... ."..."" '."" 'r- CIlrQJ.HOctJIl''"~''"'ICUN~..butlllIln1n;''''ll.....lr1dl~IO'_~O>>...1 ,.........,..""'.........Ii_Wl'IlIIIl............,....,................I~.I..w._........ ....."....,...",....... 'tIIDCAL UAIWfINCCNtONIIl OI'lIN.......IIf..IIIMIIIIoft.....Ilw.Il.""Ion.""""~.cl.au.occurfl..lltitllllie....,.,""'pQc..l#I4cfvt1l.ltltIMlNI.land II...,....,.....................,....,...,......."..,.,.......,..."...,...,.",....,..,. ',..,.,...",.."....,.... ""QlS,"""..~Uf'II'UWOHWIll" btulflW 0, liCl'" " I ~oVn9..6-l- t' IoWoIf-UIDADOfIfUorPl"~l'WItOCOW\llltlCJ.I.I 1-""'/Il'r$leOll'1iIil 7.""~ A. 'IIt...J..,..: ""0 Lv' ''''",e. """ .. \i.~, Pc. \'.1 tlNl'..rtl.........O',_1 o .. ~ 00737t,OOOO3/Novcmhcr to, 1994/IIAJ/PARI3256S 3liast 1[1i11 attb Qreshuuent uf CIIARLES P. LAFFERTY I, CHARLES P. LAFFERTY, of the Borough of Camp Hill, Cumherland Cuunty, Pennsylvania, make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. I. I direct that all my legal dehts and funeral expenses, including my grave marker and all expenses of my last iI1ness, shall be paid from my residuary estate as soon as practkable alier my decease as a part of tbe expense of the administration of my estate. II. I give and bequeath as follows: A. My table saw, wuod lathe, drill press. tahle muter, wood lathe chisels, two coffee tables, one desk and the wood in my shup in the garage at 119 North 28th Street, Camp Hill, Pennsylvania, to my grandsun. MARK LAFFERTY. B. My planer, joiner, hand saw, power mitre saw and hand router in my shop in the garage at 119 North 28th Street, Camp Hill. Pennsylvania, tu my daughter, MARY C. WAGNER, and her hushand, KERRY A, WAGNER, SR. C. My wood clamp and carving chisels in the garage at 119 Nurth 28th Street, Camp Hill, Pennsylvania. to my sun, CIIARLES I'. LAFFERTY, JR. 007371.00003/Novcmhcr 10. 19NIIIAJ/PAR/32565 III. I give and bequeath all of the rest residue and remainder of my tangible personal properly and insurance thereon to my daughter, MARY C. WAGNER. IV. If one of the assets of my estate is a One Hundred Thousand Dollar ($100,000.00) note payable to me by my daughter, Mary C. Wagner and Kcrry A. Wagner, Sr., her husband. I give and bequeath said note to said daughter and husband it heing my intention to thereby canccltheir obligation to pay said note. V. I give, devise and bequeath all the rest, residue and remainder of my estate in equal shares to my daughter, MARY C. WAGNER, and my son, CHARLES P. LAFFERTY, JR., provided, however, if an asset of my estate is the note mentioned in Paragraph IV hercof and thc balancc duc on said sote is One Hundred Thousand Dollars ($100,000.00), then my son, CIIARLES P. LAFFERTY, JR., is to gel Fifty Thousand Dollars ($50,000.00) more of the residue and remainder of my estate than my daughter, MARY C. WAGNER. VI, I appoint my son, CHARLES P. LAFFERTY, JR. and my daughter, MARY C. WAGNER, Executor and Executrix of this my last Will. Should both fail to qualify or cease to so act, I appoint DAUPIlIN DEPOSIT BANK AND TRUST COMPANY, Execulllr of this, my Last Will. 2 ~" -r---- .. ....' o' . . .-,...- . .. t ~ , .. t . . .... @l . 11< I . . '. . . ' . '. 21-96-931 ~:>~, I \r, .~) , , '. ~ ';i ~ ~ ~ Iii ~ ~ D:::5e . \11 r \11 Z .. Ul - < Z lL C III Z lL - .. III :J \11 ... II. C 3: ~ III o . ell!: Z ~ < ~ Ul :E Z ~ :c o ., .,' ,. ,.. . . 1.\1.11621114."1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT 0' REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '*' o NO. AA 146957 RECEIVED FROM: i ACN ASSESSMENT r:'I CONTROL ... NUMBER AMOUNT MARY C WAGNEH 101 t3,300.00 119 NORTH 28TH STREET CAMP HILL, PA 17011 ESTATE 'NfORMATION, ~ filE NUMBER l:I 21-1996-0931 ~ NAME Of DECEDENT (LAST) I:iI LAFFERTY C P l'I DATE Of PAYMENT Iii 11118/96 EJ POSTMARK DATE COUNTY SSN 222-09-0926 (fiRST) (Mil CUMBERLAND DATE Of DEATH 09/20/96 REMARKS MARY C WAGNER m TOTAL AMOUNT PAID $3,300.00 CW REGISTER OF WILLS (-'"\ } \ ',/ { 1/ '/"/11,./ I . ,7"', u.,. RECEIVED BY /i." . 1.... ""':.- ".,:. / $IGNATUAi. I " ,.1 ...- MAf-lY c. LEWIS 4/ ./ 'j/i/"'j.. REGISTER OF WILLS I ~ SEAL CHECKII 1205 ~ '~ - . .._1 -~ - '_- -- - .".-:",..Ildll' q".: .', (~l CEH1'! F I C..^I.! ON (~~.JI():!, Lr:l'~.lJND1':1~u~I~II!!t;2~.!i L!!.l. Nome of Decedent: t ,e La.ffc'rc.r'1___ Date of Death: 5 Cf-t. ~ CJLl!j CtlP Will No. I tlqtp - ooq 3 , ^dmin. II". To the Register: I certify that notice of benelicial interest required by Rule 5.6(a) of the Orphans' Court Ruleg wag served on or mailed to the following beneficiaries (J( the nbovn-captioned estate on Name ~~~t~.sA~'rh S1": C/tmflfif{,!A ,I7all Jlf5'(<"fD5TD~6"QR. RD?- YdZd+A~G~, fA-. /7310 JiJB~y C" t>>f\-lON t:f{ t had.(~ Ph; I/i f LfifFeR.,IY Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: a" '3- 9 ., 0\ ~~i: 'J !!2 <;') .'0. N -:; D- o " .' ; r-- I a.l UJ . . .. u.. . c n: ., :) P\ .:.E 0.'0 .d:J 0:" uu -rYlllknGI ~ ItLA"lJ..r ~aruIf v_~~ Name mAR'j C, WA&tW6'r'Z Address 1\ q /J. ~ ~~ <;'T LAmp +till. PIt.I7OI1 Telephonel'ILlL:l.k 3 0'51)4 Capacity: ~--- Personal Representative counsel (or personal representative , A P P COB H R L E P 0 C R ~ K l S T E C P o 0 R N R D E E S N - T T A X C o M P U T A T I o N j,'j J:liV.I).JJI:Xt(1.9oI1 nu.CMIlNWI'.AI.11l Ull PI:NNI't'I.\'ANIA IlI"A.ll.lI~'irIJll U\'I:Nt'l! 1JIJ"f.:Dall IIAUbRll.ll, rA I1J:Hwll INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FilED IN DUPLICATE WITH REGISTER OF WillS) ~, .'''\' l',' .'-' .~ \1 'OkPA11J5 Ofllll:iAll1 AFt1:I):llJUOI QIU", D'A)lIUUlAL -'j" ! "1VI"TY':kI:Ili}IICt.\l~I" , D E ~ o E N T IlI:l.l1JINrS NAMlIlI.ASf.I1UT. ANII A-'DIUUl INrnAl.I FFETY, CHARLES P 111 ('I JIINI"" I'OMI'WII! AJllllh\S 19 NORTII 28TH STREET AMP HILL, PA 17011 SOCIAl. S[('t'lny Nt'MRUI 222-09-8926 09-20-96 II" 11! 01 flllUll 08-28-12 FrLE NUMBER 21 1996 0931 f'UI'Nl)' "(Jill! VI!Al III' Af'I'I.lCAIUJil,lol'l\'I\'ISU 11'Jl!.\I;'s NAMli lLuT, !-lAST ANtI "'lnUll! L~rn^1.1 ,\I)("'AI. .un 'MIIY.'" 'Mnu CUMBERLAND ^"lill'N'Jll.I:nrvInIUJ!INSIl1.l'f"l10NSI IllIl. O'iginll! Roluln o 2. Supplomon'ol RO'lIIn o 3. RomolOdor ROluln (lor dolo. 01 dOOlh pllor 10 12-13-02) o 5. Fodo,ol E,'olo Tll)( ROlurn Roqulrod 8. TOlal Numbor 0' Safo Doposit Boxos N,um RY C. WAGNER 'ALl;CORRE5PONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: t'lIMF'l.J:ll: MAIWW AU(JR[.U 19 NORTH 28TH StREET AMP HILL, PA 176i1 ,,--. -, -, -. r-'~ =,. ::~ , 13,266.00 , , 55,537.00 0, 0.00 (8) 10,235.00 3,009.00 (11) (12) (13) (14) x. . 55,559.00 x .06 , x .15 , ~ 68,803.00 13,244.00 55,559.00 55,559.00 3,334.00 + 3,300.00 + 174.00- 20. II 'Ina 191. rootor thon Ilno 10. onlor tho dillaronco on lino 20. Thl. I. tho OVERPAYMENT. ~ IllI Check here If 011 ere r U""Un . relUnd 01 your ov a ment 21. II Ilna 181. gro.'or thon IIno 10. on'or tho dllloronco on IIno 21. Thl.I. Iho TAX DUE. A. Enlor tho Inlora.t on tho bll!onco duo on rino 21A. B. Enlor tho totll! ot IIno 21 ond 21A on lil10 21B. Thi. i. Iho BALANCE DUE. Moke Check Pa able to: Re I.ter 01 wnr., Agenl .. -+ BE SURE TO ANSWER AU OUESTIONS ON PAGE 2 AND TO RECHECK MATH o 4. Urnlod E.lo'o o 4i. Futuro InlOfO:il Compromiso (lor dolo. 01 doo'h ollal 12-12-02) o 7. Doeodonl Maintoinod 0 Uvll1g T'U,I (Moch 0 copy 01 Tru,,) (18) lultfnll (19) (20) 3,474.00 140.00 IllI 6. Docodonl Dlod TO'lolo (Moch copy 01 Will) R E C A P I T U L A T I o N T11..[ftIONP. (717)-763-5504 1. Roll! E.toto (Schodulo A) 2. Stock. ond Bond. (Schodulo B) 3. Clo.oly Hold S,ock/PlIr1nOlShip '"10ro91 (Schadulo C) 4. Mortgogo. ond Noto. Roeoivoblo (Schodulo D) 5. Co.h, Bonk Dopo.its & Mi,collonaou. Pomonll! Propol1y (Schodulo E) 6. Jointly Ownod Propol1y (Schodulo F) 7. TrBn,rO,. (Schadulo G) (Schodulo L) 8. Totll! Gro.. AssOI. (Iolll! IIno.,-7) 9. FuneraJ Expensos, AdministratIVo Costs, Miscollaneous Expon.o. (Schodulo H) 10. Dobl', Mortgogo UObillllo.. Uon. (Schodula I) 11. TOlll! Doducllon. (IOlll! IIno. 9 & 10) 12. Nal Valuo 01 E.toto (Iino 0 minu,"no 11) 13. Chlllitobla ond Govornmonlll! Baqua'l. (Schadulo J) 14. Not Vll!uo Sub ocllo Tll)( (IIno 12 minu,"no 13) 15. po us rans ars (for dalos 0 death aftor 6-JO-94) 509 Instructions lor Applicable Percontago on Pogo 2. (Includo voluo.lrom Schodulo K 0' Schodulo M.) 16. Amount 01 Ilno 14 taxable at 6% rate (rncludo vll!uo.lrom Schodulo K or Schodulo M.) 17. Amount of line 141axablo 8115% ralo (Inc'udo vll!uo. 'rom Schodulo K or Schodulo M.) 18. Prtnclpll! tll)( duo (Add Ill)( lrom Uno. 15. 16 ond 17.) 19. CnI1lu Sp:1W11'I7mty CtaJil Prior 1'I)lIl1:f1U UiW.lUlI (21) (21A) (21B) l'DSttpmaltla oIper;uI)',Id<<:llfe UltlllVlvt a&ftlinN tbU tdLlm,lrd.klq t<<"I~Ir1IdD1i1n ard ll&tnl.-rilJ, lid luUIt torIl otnO' .no:....ll'lI4t lid torlirl, II UINt. ccna:t aN ~t. I dediit' lilli_II ml rlllII hu btom rrrM'l1'd IlINe m.ft.rt u~t'. UfIl':laralicu 0' r"t'trt' Ol./lI'f UlaJIlIlt rorn"1I1 f\1'fftfUltiV1' iI has.. ulan inf'onnllioQ at lII'tlkJI prtp.tTt bu &ll)' tm.1l'd<<t. SIGNA'1lJlIiOFPE SON REsI'ONSIBU?FOR Fl SI1Ri.ItN A1l1lRf;.\S )/',1\.119 N 28TH ST CAMP HILL PA 17011 (1) (2) (3) (4) (5) (6) (7) (9) (10) (15) (16) (17) .. .. AllllltUS 4811 JONES TOWN RD HARRISBURG PA Act .40 011004 ployldos lOf tho loductlon ollho tax lolo9lrnpo9ud on Iho nol yolun olllun~lms 10 01 101 tho uso 01 1110 spOU90. Tho 10109 as ploscllbod bV lhu ololuto will bu: . 3% (.03) WIll bo oppllcoblo 101001010001 docodonto dyll'g on 01 01101 7/1/04 ond bolo,,, 1/1/00 . 2% (.02) will bo oppllcoblo 10' 001010001 docodonlo dying on 01 01101 1/1/00 ond bolo III 1/1/07 . 1% (.01) will bo oppllcoblo lor ootoloo 01 docodunlo dying on 0' 011011/1/07 ond bolo,o 1/1/00 . SpousoltronslOfs occunlng on or altm 1/1/00 will bo oxampt fromlnhmilol1ca lox. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK (X) IN THE APPROPRIATE BLOCKS. YES NO 1. Old docodont mako atranolor and: .. rolaln tho uoo or Income of Iho p'oporty tronolorrod . . . . . . . . . b. rotaln tho right to doslgnalo who shall usa tho p'OpOlty translorrod or 110 IIlcome c. rotaln a royorslol1luy InlolDst or. . . . . . . . . . d. rocolvo tho p,omlso for lilo 01 ollho, payments, bonolits 0' cora? 2. II dealh occurred on or belOle Docombor 12. 1992, did docedont wllhln two yoars p,ocoding doalh transler proparty wllhout rocolvlng adoquato consldolotion?1I doath occurrod allor Docombor 12. 1992, did docodonttranslor proporty wllhln ono yo.. 01 doalh wllhout rocolvlng adoquato consldoration? ................ 3. D,d docodont own an 'In trust 101' bank account at his or hor doath? . IF ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. c~ ClaIM Mkrot)'lltll.Int.. WubirWll1t, IJ.C.. 199) x x x x x x .. 3rrClst lIill Club illestClment of CHARLES P. LAFFERTY I, CHARLES P. LAFFERTY, of the Borough of Camp Hill, Cumberland County, Pennsylvania, make, publish and declare this to be my Last Will and Testament. hereby revoking and making void any and all Wills by me at any time heretofore made. I. t " I ,'~ , I direct that all my legal debts and funeral expenses, including my grave marker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. n. I. , l . I , I: I give and bequeath as follows: A. My table saw, wood lathe, drill press, table router, wood lathe chisels, two coffee tables, one desk and the wood in my shop in the garage at 119 North 28th Street, Camp Hill, Pennsylvania, to my grandson, MARK LAFFERTY. I " C. My wood clamp and carving chisels in the garage at 119 North 28th Street, Camp Hill, Pennsylvania, to my son, CHARLES P. LAFFERTY, JR. I I l \ , i , i B. My planer, joiner, band saw, power mitre saw and hand router in my shop in the garage at 119 North 28th Street, Camp Hill, Pennsylvania, to my daughter, MARY C. WAGNER, and her husband, KERRY A. WAGNER, SR. .. ...,. _..... '~'./ 1'." ...... ''''_._ ,.'- " ",,;.t"" \.....~,\t :"';,f.t..:-!: "~i'.~::'~').~"r,..:'.' ;.>-:.. .'::l"~~"P."': -~~ :l\fo';j ~-:,.~~::. :~, '.~ ':r~~- ,,'J?:~;~ ~- fF:J-y~..~K'.~l.~.....~.~t\l"'~' "I;~'~. ::.' ...~.....~;......J..:__.:',.,,.~.. /'.....". ....-:.,. .,"f:;::...~.",:"Jo':."'. t -:.":' c~ ~"""".""'''='-''''''''.J.'''''''~'-.''''___ , IN WITNESS WHEREOF, 1 hereunto set my hand and seal this /i.'day of /kl/~ht!.y ,1994. Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, in his presence and in the presence of each other, have hereunto subscribed our names as witnesses. ..~ 3 , If , ,.,'. 0111 "f.... "_.", '. "1:\., ''''-,; ,-'. ", ~'l ~ '. ~'. !,\~ .'.". ~ \'), ;. ~,~~,~; "'I.' f ", '~<~~"i't ~#.~.;'i 1":';:~'~0: \ -: ':: 1 ~ ~' rfL. ~~'.' .r Ii !.,.-c r S:~#/i. '~\l "to .I,~,.".. 1 ....~' - . ! ';;'\" ~\~'~-. I - ... 'C':" . ~t/<", II -'~''''''''v'''':-:' ~'l~.' '~:.: ';" . ,. ,~ ~.. ': (,:~!,t.~ .,,' ,,y' o .....:~ _ ~-' :'..Q ",- ~._~- if"'~,.... ~I ,,;.~ ....-., . . . " . J . ) ) ) ~ :l :l ~ ::l .. 7- <l ' ::l ::l '\l - .J 1\ 1\. ~ '\l '" :.J z o ~ ~ o t) ~ m ~ ~~ z. ~z ~! ;e -~ ~z o -z E- ~ u ~ ~ o Il\ Il\ ... Il\ Il\ N ~ ~ u o ~ 111 l C ~ ... z 111 ~ '" ~ :r ~ :P . .JI i Q. E H . VI : ::> . u ~.o ~ ~ ~o i I' ,1 Ii ,! Ii II . 'I 0.11 L.. o U ~ c o CO U Z c.. u. o ~ .. ~ ~ ~ '3~ ~ ~ ~ 0, l~ ~ o ~ I;; s . o z < -t a. 0- ... a. ... u w o . z C ~ . ,,~ z~ ;;l~ bf~ ~~ ~:: ~u S . o ~ o ~ z 2 ~ I ~ . z o ~ ~ o t) i ! ~ ~ ~ ~ Ii=. z . Z ~\il~ zx' ".0 oU ~o~ ~ ~ l/ ~ . 0 8, , z ' - 8 o . z o ::E ::E o U w :: .... u. o :: u ;a 8 :.Ii u. o w , ..::r' , o . ~ ~ . . ~ . ~ z 2 ~ o ~ ~ ~ o all\'. I~ 1:( t m,UI Cl)t.lMOHVto'I!A1.11I op I'rNNSYl.VASIA IsIIUrr"'...(11 TAX "'m'll.... JUnlf']n (JI'(11IrNT SCHEDULE F JOINTLY-OWNED PROPERTY Plom;u Punl Of T II FILE NUMBER 21-1996-0931 ESTATE OF ESTATE OF CHARLES P. LAFFERTY SR Jolnttonant{I): NAME AMARY C WAGNER ADDRESS 119 N 28TH STREET AMP HILL, PA 17011 RELATIONSHIP TO DECEDENT AUGIITER B.CHARLES P LAFFERTY JR 45 REDSTONE DRIVE ORK HAVEN, PA 17370 ON c. JornUv-ownod p,opor1y: LETTER DATE DECE- DOLLAR VALUE rTEM FOR MADE DESCRIPTION OF PROPERlY TOTAL VALUE OF DECEDENTS NO. JOINT OF ASSET DENTS TENANT JOINT % OF INT. INTEREST 1.00 B 04-20-94 oUTNAM TAX-FREE HIGH YIEU 55,346.00 .33 18,447.00 A ~12-1222098926BBDG 2.00 A 02-01-94 ~NC CHECKING ACCOUNT 24,005.90 .50 12,003.00 151-4003-6454 3.00 A 02-01-94 ~NC MONEY MARKET 50,174.71 .50 25,087.00 TOTAL (Also onter on lino 6, Rocopitul.lion) $ 55,537.00 (If mora spaco i~ neoded. tmlOI1 additional shool3 01 samo sizo.) Cll')n,.tA t"I'I'.IIM Mkrm)ltC':lIIlIIlC:.. WWWCIlfl,D.C,. 199' . . 12-1-222-09-8926-BBDG * ORID, EI2 ACCOUNT TRANSCRIPT occ...... ,,,,"0' AI2-1-222-09-8926-IIDO .....0. PUTNAH TAX-FREE HIOH YIELD CL-I ""~ N:Ct ()litH ~TCI 04/13/94 ''''''AYU Lo.1 222-09-8926 CHARLES P LAFFERTY I HIHLTC SALES CORP HARY WAONER . R 141 IROADWAY CHARLES P LAFFERTY JR JTWROS 0 STE 320 119 N 28TH ST K HANOVER PA 17331 CAHP HILL PA 17011-2929 E R PHOfI[ ......8[111 1\7-737-9914 " PIICO IH"T UCI TARot.JlOUAHAL 'liNt ACT all DATC DATC COU111(11.. ~ 'IIACe . 04/20/94 04/20/94 TRANSFER OF SHARES FRDH AI2-122209B9261..E 0095332330 05/20/94 05/19/9~ ACCRUED DIVIDENDS PAID TO SPECIAL PAYEE 06/20/94 06/17/94 ACCRUED DIVIDENDS PAID TO SPECIAL PAYEE 07/20/94 07/19/94 ACCRUED DIVIDENDS PAID TO SPECIAL PAYEE 08/22/94 08/19/94 ACCRUED DIVIDENDS PAID TO SPECIAL PAYEE 09/20/94 09/19/94 ACCRUED DIVIDENDS PAID TO SPECIAL PAYEE 10/20/94 10/19/94 ACCRUED DIVIDENDS PAID TO SPECIAL PAYEE CCRTIrICAu:a ISSUCDI IMMel OH DePOSIT_ 10TH. IHAAClI 2,401:458 2,401.458 2114 253 HARHDH MOUfIT "lIlce tour "" . BAlCH' 34,028.66 14.17 162.10 163.07 179.46 172.78 171.12 167.32 MAaCT UAl,.UC "lor. DIViDeND OPTlQfIl C CAP/GAIH OPTION' C ... ACCOUHT PIIQrILC ... 'teAR 10 DAIC IHlJC8TI"CHT81 PCOCI'fITIOtCUI DIVIDeHO TOTALI - TAXABLe Diva I .. HOHTAXABLC DIVdI . R[YUAN or CAPITIC. CAPITAl. JAIH TOTolL' .. SHOAT TtR" CAIHS. - LOHO TeR" GAIHS' - "CYUAN or CAPITAL, S\.IP DOLlMS. 0.00 0.00 1,363.42 0,00 1,363.42 0.00 0.00 0.00 0.00 0.00 0.00 COUTAlBUTIOflB """ '011' TOA. ROl.lOV(lI1 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 C)(CHAHCC8 IN I [)l.CHAHC[1 CUT I PReVIOUS '{CAR DCCLMCO/l,Jftl'ID DIVlDeNDD I .. TAXABle DIva. .. NONTAXABLe DIUBI . RCTURN or CAPITALI PRCUIDU8 VCAR DeClAReD,UNPAID CAPUM. OAtHS. .. SHOAT T[R" GAIHSI .. LOHO T[R" CAIHS' - RCTURH or CAPITAL, ... ACCOUHT RCTIReMeNT PROTll[ ... RepORTABLe ~T ReocnP T IOtIB I DIVIDeNDIU CAP CAlfl. I RCTURH or CAPl1At.1 0.00 0.00 0.00 0.00 0:00 0.00 0.00 0.00 U 9 C D H l V ... CVST tVptl ACCT tVPCI . .. tOTALS I r 0 R PUT HAM I H T C R N A L seRVICC. Ot'flOtl9 I DDP STATUS COOCSI TPRV MILItia ADOACB91 CHARLES P LAFFERTY NARY WAGIlER . CHARLES P LAFFERTY JR JTWROS 119 N 28TH ST CAMP HILL PA 17011-2929 L ... ncCOUtl1 R[SCAPCH DATA ... 0" "'" 00H812302 601 NO' 000000000 CAP NOI H HAU RSH I UN CCAr COI CTIH U1114HOlD CD I HRA IHDI H tAX RUI US crRV Res I US C()I1PAffVl PMflCIPAHr 101 PC11 GCH DOLLARS I 1 OF 2 '~C8 IAICH 1["' 64696 097 IALN<C o PAveD PO AC . 0 2,401.458 2,401.458 2,401.458 SPH 2,401.458 SPH 2,401.458 SPH 2,~D1.458 SPH 2,~01.~58 SPH 2,401.458 , IIHI tC:tWORl LlA.1 DO WltloMJLDIHO rDACIONI 0.00 """"... 0.00 ~ DIsrRlsutlOHSI 0.00 - RCDtnPrtOHB I 0.00 . VCAACHQ . RCtURH or ~, 0.00 ReAl.LDC Olval 0.00 ReAlLDC CAIHBI 0.00 rOACICH tAlC CRI 0.00 DOLLARS wITHHeLD 0.00 0.00 0.00 0.00 REO sus rvpc I P\.H DATCI 11/06/95 LAsr ClCRlCAL Dr, "'lOA 01' 04/13/94 l.IIPAID DIva, - rA)lABLel - NOH rAXABle I - PCT or tAPl "'IPAID CAItIS I - SHORr TC'"11 - L')IlO TCAI1I - ACT or CAPI 74.82 0.00 74.82 0.00 0.00 0.00 0.00 0.00 Annual Statt!nwnl JUllllur~' 1 - D,'ceml",. :l\. 1'll)6 CHARLES P LAFFERTY MARY WAGNER & CHARLES P LAFFERTY JR JTWROS 119 N 28TH ST CAMP HILL PA 17011.2929 SUIllmary of your Putnam Account(s) ycar-to-date Investment Account! Putnam Tax-Free High Yield Cl-B ACCOUNT, AI1.1-122.09.8916.BBDG CHARLES P LAFFERTY MARY WAGNER & CHARLES P LAFFERTY JR JTWROS Date I I : Account Activity Detail 01/01/961 Beginning Balance 01/22/96 Dividends Paid To SpeCial Payee 02/20/961 Dividends Paid To Special Payee 03/20/96 Dlvidendl Paid To Special Payee Q.l/22/96I Dividends Paid To Special Payee OS/20/96 Dividends Paid To Special Payee 06/20/96 i Dividends Paid To Special Payee 07122/96 DIvidends Paid To SpeCIal Payee 08120/961 Dividends Paid To Special Payee e IJ,iI. /1.11 "~'(ll /""'''/'''''''. Hhfl",'I.I""""~'jlJl./~'flt PUTNAM INVESTMENTS Statemr.nt Date: DECEMBER 31, 1996 Client number. 01l89SS410 Investment f,nn: MIMLIC SALES CORP Representative: PLEASE PROVIDE For Putnam asllStance: '.800.115-1581 For help durrng L1X leason. Putnam offers The 1996 Putnam Sharehorder Tax FIling Handhook. To order your free copy. call a Putnam cUltomer lervlce reprelentatlve at 1.800.752.0040. You Ihould have already received a proxy package soliciting your Vote on a number of Imporunt proposars. Your vote II very Imporunt. If you have any quest,ons please contact your financial advllor or Pumam at 1-800-225-1581. Amount Share Number Share Pel'" Share A.nount Price of Sh~res BaJ:1ncc 3.9lJ.603 .067418 526S20 3.933.603 061282 24104 ].9]].603 .070Q.l0 27S.S2 3.933.603 .067696 266.29 ],933.60] .060672 23864 ].933.603 .071731 282.r8 ].9]].603 06S077 2S600 ].93].603 .067401 26S.11 ].9]]60] PLEASE SEE DEFINITIONS ON OTHER SIDE P....GE I OF 2 CDtft)HW(Al TH Of P[IOtSYlVAHIA D[PAAT~NT Of' REV(HU[ IUR[AU Of IHDIVIDUAl TAXES D[pl. 1I0UI HARAISIURC, PA 111:1.0'01 * INFORMATION NOTICE AND TAXPAYER RESPONSE EST. OF CHARLES P LAFFERTY 5.5. NO. 222-09-8926 DATE OF DEATH 09-20-96 COUNTY CUMBERLAND FILE NO. 21 96-0931 ACN 97108336 DATE 02-26-97 TYPE OF ACCOUNT o SAVINGS IXJ CNECKING o TRUST o CERTIF. In-,"'III'" 1'-"1 MARY C WAGNER 119 N 28TH ST CAMP HIL L PA 17011 REHIT PAYHENT AND FORHS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK h.. provld.t the aap.,t..,t with the Infor.aUon lltt~ balow which h.. b..n u..d In ulcul.Unt tha potential t.x due. Their record. Indlcat. that at the d..th of tha above dacad.nt, you wer. a Joint owner/benaflclary of thl. account. 11 you f..1 thlt Infor..tlon I. Incorr.ct, pl.... Dbt.ln written corractIon froe the financial In.tItutIon, attach. copy to thlt fa... ~ ...hl"" It to tile ahov~ aritl,.." Thl. _r.,....t I. tA.......,.. I., ~,.r...,.......-.r.... ..It.. t... ,~..It-. T... I".." Itf ,~ CO...:I~.lth,..f P.Ms'llvanl.. Due.tlon. .ay b. an....rad by c.lllno (717) 717..1317. COMPLETE PART 1 BELOW II II II SEE REVERSE SIIIE FOR FILING AND PAYMENT INSTRUCTIONS Account Ho. 5140036454 oat. 02-24-94 Eohblhhod Account Bolonco 24,026.41 Par cant ro.oblo X 50.000 AIoount SubJoct to Tox 12, 013 . 21 Tox Rot. X .15 Potontl.l To. Duo 1,801.98 PART TAXPAYER RESPONSE COI FAILURE TO RESPOND WILL RESULT IN AN OFFICIAL TAX ASSESSH!HT BAS!DOH THIS NOTICE I .. To In.ure prGp4r cr.dlt to your account, two (l) copl.. of thl. notlc. au.t .ccoapany you.. p.~t to the R.ght... of Wills. H.a ch.ck p'Yabl. tal ~aglst.r of Wills, Agent". NOTE: If tax paYIIlltlts ar. .8de within thr.a el) aonths of the dacadent'. d.ta of d..th, you .ay d.duct a 5% discount of the tax ~. Any Inh.,ltenc:. tax due ..111 bua.. d.Unquent nln. (9) aonths aft.r the data of d.ath. ~ [CHECK ] ONE BLOCK ONLY o ™ Ilbova Info....tlon end tax dua ls carract. I. You .ay choo.. to r..lt p.yaant to the Aagl.t.~ of will. with tva copla. of this notlca to obt.ln . discount 0' avald Int.r.st, or you aay check box "A" end raturn thl. notlc. to the Aagl.t... of Will. end an official .....s..nt ..111 be Is.ued by tha PA C.part-.nt of R.venue. .. 0 The abav. ....t h.. ba." o~ ..Ill be r.po..t.d and tax paid ..lth the Pam,ylvanla Imarltlnca Tax r.turn to b. filed by the decadant'. rapruant.Uve. C. r=J The abova Info..a.tlon I. Incorract and/or dabt. end daductlon. ..a'. p.ld by you. You IIUSt caapl.t. PUT 0 endIor PART lIJ b.low. If you indic.t. a diff.r.nt tax rat., pl.... .tat. your r.lation.hip to d.cadant: OFFICIAL USE' ONLY . [JAAF PADEPARTHENTOF/REVENUE PART [!] fAX ltr.1URN - COt1I'U'UiUON LINE I. Data Estobllsh.d 2, Account Balance 3. P.rcent Taxabl. 4. Aoount SubJoct to To. 5. D.bt. .nd D.duction. 6. AIoount To.obl. 7. Tax Rat. 8. Tax Du. iAX Oh JOINT/1KU5T ACCOUNT~ PAD 1 2 3 4 5 6 7 8 DEBTS AND DEDUCTIONS CLAIMED U~' 1 2 3 X 4 5 - 6 7 X 8 PART [!] DATE PAID PAYEE DESCRIPTION AMOUNT PAID I I TOTAL IEnt.r on Lin. 5 of Tax COMPutation) t Und.r pen.lti.. of perjury, I decl.r. th.t the fact. I have reported abav. ar. tru., corract and co~leta to the be.t of ay knowladg. and b.lief. PNCIBANK Central P A 101 C P LAFFERTY MARY C WAGNER 119 N 28TH ST CAMP HILL PA 17011-2929 state.ant Nunber 51-4003-6454 st~t End Data 10-07-96 Enclosure. Pa a 11 1 INTEREST CHECKING ARTY MARY C WAGNER AccQun Nuaber Tax ID NUI'Ib.,. Last stat End Data 51-<<003-._5_ 222-09-8926 09-03-96 PREMIUM PLAN For CUS oner Service or curren 1-800-762-3581 ACCOUNT SUMMARY ~ ~ 23,304.41 Withdrawals/Debits 262.94 Hew ealance 57,318.18 Previous Balance 25,469.14 DeDosits/Credits 55,416.39 Humbe,. 11 DAILY ACTIVITY ReferenclI Checks and Depasi ts and gm Explanation of TranSAction Nu"bar Othe,. Debits Other Credits Balanclt 09-03 YOUR PREVIOUS STATEMENT BALANCE 25,469.14 09-05 ACH DEBIT 007352B20004242 13.50 25,455.64 CNA BOO-252-214B INS. PREM 09-10 CHECK 1179 2B150964 14B.00 CNECK 11BO 28147831 116.70 CNECK 1182 2B164614 37.46 25,153.4B 09-16 CHECK 1183 26615508 1,000.00 CHECK 1181 24416796 32.25 24,121.23 09-18 ACH DEBIT 0000022947 115.33 24,005.90 TRANS OCCID LIFE POLICY PMT 09-24 CHECK 1186 22408010 1,500.00 CHECK 1184 23350875 320.00 22,185.90 09-26 CASHED CHECK 1188 21248294 100.00 22,085.90 09-27 DEPOSIT 28008853 20,262.81 42,348.71 09-30 ACH DEBIT 521-0778-060 12.00 42,336.71 PA POWER I LIGHT ELEC BILL ACH DEBIT 1069052500 31. 93 PAWC - CAPITOL D PAYMENT CHECK 1190 28598218 10,000.00 .~;-~ CHECK 1189 23620674 10,000.00 22,304.78 10-03 ACH CREDIT 22209B926A SSA' US TREASURY 303 SOC SEC DEPOSIT 23379774 34,005.91 ACH DEBIT 521-077B-050 90.1B PA POWER I LIGHT ELEC BILL CHECK 11B5 25328995 50.00 57,273.51 10-07 INTEREST PAYMENT 44.67 57,31B,lB ACCOUNT INFORMATION , AVERAGE BALANCE 31,259.07 INTEREST PAID THIS PERIOD 44.67 .. AVG COLLECTED BAL 30,23B.74 CHARGES AND FEES .00 INTEREST PAID THIS YEAR 1,144.B7 RELATED ACCOUNT BALANCES The followIng were rovIowed 1n an attelllPt to offset the SOr-ViCD chargos on this account. Account TVDe Account Nu~ber5 Balance Type AL!!! Balance Interest Checking 5140036454 This Cycle Avg DeIoneD 10-0B 31,259.07 Honey Harket Account 5080592327 This Cycle Avg Balance 10-07 50,21B.05 C~AlTH Of P[HHSYlVAHIA Df:P&ATHt:NT Of A[Y[NU[ .URtAU or INDIVIDUAL 'AX[5 DOT. laU01 HARRIS'URG, PA 1711'-0'01 *' INFORMATION NOTICE AND TAXPAYER RESPONSE EST. OF CHARLES P LAFFERTY 5.5. NO. 222-09-8929 DATE OF DEATH 09-20-96 COUNTY CUM8ERLAND FILE NO. 21 ACN 971 08337 DATE 02-26-97 TYPE OF ACCOUNT !Xl SAVINGS o CHECKING o TRUST o CERTlF. ....IUI..." 11,"1 MM MARY C WAGNER 119 N 28TH ST CAMP HILL PA 17011 REHIT PAYHENT AND FORHS TO. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK hat provld.d th. D.p.rb~t with th. Infor..tlon 1ltt.d b.low which h.. b..n uud In ulcul.tlna th. potentl.1 t.x due. Their r.cord. Indlc.t. th.t .t th. d..th 0' th. abov. d.c.d-nt, you w.r. I Joint ovn.r/b.n.flclary of this .ccount. If you f.. I this Infor..tlon I. Incorr.ct, pl.... obt.ln wrltt." corr.ctlon fro. th. flntnel.l In.tltutlon, .tt.ch . copy to this 'or. ..,... r.'''''n I' ." ~M ~..., ~"'1.. 'Ioo!. ~o:roro~ ,. .....1001.. I,. _-:0......___.. ..1.100 ~~': t...Ioo...'.....,... T.., 1_. 0' t..., ,...~"'I'.. ... O_.~I.,_I.. OUt.tlon. ..y b. tn.w.r.d by c'lllng (111) 117-IS21. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5080592538 Doh 08-22-96 estobllahod Account Balance Percent Taxabl. loount Subjoct to To. Tax Rat. Potontlol To. Duo x 47,192.85 100.00 47,192.85 .15 7,078.93 '0 In.ur. prop.r credit to your lecount, two Il) copl.. 0' thlt notlu ~...t ICco.pBny your ply.tnt to th. Aegl.t.r of Willi. HIk. ch.ek p.y~l. to: ".gllt.r of Wills, Agent-. x NOfE: I' t.. p.y.~ts .r. ..de within thr.. Cl) tonth. of the dtetdtnt., d.t. of d..th, YOU ..y deduct . 5~ dl.count of lht ta. ~. Any lnhtrltanc. t.. due wIll b.e~ d.llnquent nl", (9) aonth. .ft.r the date of d..th. ~ PART TAXPAYER RESPONSE QOI FAILURE TO RESPOND WILL ResULT IN AN OFFICIAL TAX ASSESSNENT BASED ON THIS NOTICE I .. o ThI above In'or..Uon ~ tIX dull It cornet. 1. You ..y choa.. to r..lt p.y-.nt to th. A.gl.t.r of wills with two cop I.. of thl, notlc. to abt.ln . dllcount or .vold Int.r..t, or you ..y ch.ck box "A- and r.turn thl, notlc. to t~ Aegl.t.r of WIll. and en offlcl.1 """tent will bt I,.ued by the PA D~.rt.tnt 0' A.vtnUl. [CHECK ] ONE BLOCK ONLY a. E:J The &bov. ..I.t he. b.tn or will b. r.port.d and t.x paid with the P.nnlylvtnl. Inherltanc. T.x return to b. fll.d by the d.c.dentO, repr.l.nt.tlv.. C. c:J Th. above Infor..tlon I. Incorr.ct end/or debts and d.ductlon. N.r. paid by you. You ault cotpl.t. PART 0 tndior PART [I] b.low. If you indicat. a different tax rate, plee.. .tate your relationship to decedent: . OFFICIAL .USE ONLY 0 AAF PA DEPARTMENT OF. REVENUE PART ~ lAX RETURN - COI1PUTAHO!i LINE 1. Doto E.tobll.hod 2. Account Balance 3. Percent Taxabl. 4. A.ount Subjoct to To. 5. Debt. and Deduction. i. AMount Taxable 7. Tax Rat. 8. Tax Due TAX UN J01NT/lRUST ACCUUN1~ PART ~ DATE PAID DEBTS AND DEDUCTIONS PAD 1 2 3 1\ 5 6 7 8 CLAIMED OF 1 2 3 X 4 5 - 6 7 X 8 PAYEE DESCRIPTION AMOUNT PAID I I TOTAL CEnter on Line 5 of Tax COMPutation) . Undar penaltia. of perjury, I declar. thet the fact. I haya report ad above are trua, correct and cOMPleta to the belt of .y knowledga and balief. stato.ont Nuabo. 51-4003-6454 am 01-07 01-16 08-19 01-21 08-22 08-23 08-30 0,.03 PNClBANK Central P A 101 C P LAFFERTY MARY C WAGNER 119 N 28TH ST CAMP HILL PA 17011-2929 ~ Enclosure. Po . stat End Dote 0"03-96 Accoun Humbe,. Tax ID NUllIb_,. Lost st.t End Dot. Sl-.a05-bLfStt 222-0,.8926 08-07-96 PREMIUM PLAN For Cus Ollie,. Serv1ce or curren 1-800-762-3581 ACCOUNT SUMMARY C~.ek s Alnaunt 7,377.52 Wlthdrnwals/Deblts 50,313.38 Previous Balance 81,553.33 Deposlt~/Cr.dlts 1,606.71 NUllber 10 DAILY ACTIVITY Reference Checks and Deposits and EXDIBnatlon of Transaction Hu,.,be,. Din.... Debits Other Credits YDUR PREVIDUS STATEHENT BALANCE ACH DEBIT 0000022947 115.33 TRANS DCCID LIFE PDLICY PHi CHECK 1171 23606698 148.00 DEPDSIT 28662074 100.00 CHECK 1173 24870554 52.99 CHECK 1172 24858798 1.00 CHECK 1170 24813695 35.88 , DEBIT HEHO 28384653 50,000.00-n(lkE..-G' e Vi:. '\) ,('0 CHECK 1178 28233125 68.00 5c,,?c":;<;? S-~R CHECK 1176 23552315 6,900.00 ,. CHECK 1175 23561325 96.95 CHECK 1177 23549806 50.00 CHECK 1166 23190407 14.70 DEPDSIT 24074530 340.11 ACH DEBIT 1069052500 35.85 PAWC - CAPITDL D PAYHENT ACH DEBIT 521-0778-060 7.91 PA POWER & LIGHT ELEC BILL CHECK 1174 25864723 10.00 ACH CREDIT 222098926A SSA 1,103.00 US TREASURY 303 SOC SEC ACH DEBIT 521-0778-050 154.29 PA POWER & LIGHT ELEC BILL INTEREST PAYHENT 63.60 ACCOUNT INFORMATION 54,235.03 54,226.14 .00 INTEREST PAID THIS PERIOD AVERAGE BALANCE AVG COLLECTED BAL CHARGES AND FEES INTEREST PAID THIS YEAR The following Wlr8 reviewed In an attelllPt to offsot the servico charges on this account. RELATED ACCOUNT BALANCES Account Type Inter.st Checking Honey Hark.t Account Account Nu,.,ber~ 5140036454 5080592538 ll.JU. 0,.04 0,.01 Butnne. Type This Cycle Avg BalancD This Cycle Avg Balance , 11 1 ra ..,e.1 H8w B.lance 25,4".1~ Balance 81,553.33 , 81,290,00 81,336,01 81,300.13 31,232.13 24,185.18 24,170.48 24,466.83 24,~56.83 25,469.14 63.60 1,100.20 Balance 54,235.03 50,000.00 Il.I:V.UIOI:X . (1.r1) C'UMMONWI:AJ.lll OIl I'f:NNSYLVANIA ~llnrrANClI TAX .lm~N RIJ;DIINT UU'lWNT SCHEDULE G TRANSFERS Ploaso Print or TVpo FILE NUMBER ESTATE OF THrs SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON PAGE 2 IS YES. ITEM DESCRIPTION OF PROPERTY TOTAL VALUE 8~~f~, .:!!<LI~';. hbSe NnW dlht IrlndtlN', llwi. EXCLUSION OF DECEDENTS NO. ItlllQll.llir 10 4<<.11. ~I' oIull.rft. OF ASSET X.OFIN INTEREST 1.00 CHARLES P. LAFFERTY III 3,000.00 2,500.0m 00.00 2,500.00 GRANDSON - - TOTAL (Also ontor on hno 7. Rocapilulation) $ ~ (If moro spaco is noodod, Insort additlonaJ shoots 01 sarno sizo.) C'l')'ri&IlI CmtiYt Mkn.)1lftl1llrE.. W~IlU, D.C.. 199' aEV. UIl DC . (1.QI SCHEDULE H FUNERAL EXPENSES, CUMMONWI!Al.lll ni' rU~NSVlV""-'IA ADMINISTRATIVE COSTS AND L"IIUrrAN(11 TAX Rlnt'aN MISCELLANEOUS EXPENSES RESDIIMlln']II~vr PIOB!iO Prinl or TVpo ESTATE OF FILE NUMBER CHARLES P. LAFr'ERTY SR I;n-1996-0931 ITEM DESCRIPTION AMOUNT NO. A. FunoraJ Exponsos: MYERS-HARNER FUNERAL HOME 5,458.00 HELPING HANDS 100.00 - B. AdmJnistrativ8 Costs: I. PersonaJ Representative COmmissions Social Security Numbor 01 Personal RepresontatlVo: - - Year COnvnlsslons paid 2- Attornoy Foes 3. Famrv Exomption 3,500.00 Claimanl MARY C. WAGNER Rolationship DAUGHTER Address ot Claimant at decedont's dealh StroolAddross 119 N 28TH STREET CityCAMP HILL Slato PA Zip Codo 17011 4. Probate Foo9 135.00 C. Mlscollaneous Exponsos: BSTATE ADVERTISING CUMBERLAND LAW JOURNAL 60.00 ESTATE ADVERTISING PATRIOT NEWS 142.30 f{ & R BLOCK PREMIUM FINAL 1040 & PMO 265.00 f{ & R BLOCK PREMIUN 500.00 PA DEPARTMENT OF REVENUE 1996 BALANCE DUE 25.00 UMBERLAND COUNTY PROTHONOTARY FILING FEES 50.00 TOTAL (A/50 ontor on Iino 9. Rocnpitulalion) S 10 235.00 (If mora spaco is ncodod. insert addllionaJ shools at sarno sizo,) Clt't~ CfT.li" Mktl.)IIG." II",. .....UllU..,"-O.C.. 199) lEV, UU D: t (I.U) SCHEDULE I COMMONVo1!ALnI OP rtNNSYLVANIA DEBTS OF DECEDENT, L\lll!RlTANCl! TAX nm\,~ 1lr,.sQ.1I:N'T U1:C1])I!NT MORTGAGE LIABILITIES AND LIENS Ploaso P,io1 or Tvpo ESTATE OF FILE NUMBER CHARLES P. LAFFERTY 21-1996-0931 ITEM DESCRIPTION AMOUNT NO. 1.00 lEAST PENNSBORO AMBULANCE SERVICE INC 80.00 2.00 i\LAN CHUFF DDS 68.00 3.00 IBLUE RIDGE HAVEN WEST 148.00 4.00 SEARS 68.89 5.00 MONTGOMERY WARD CK II 1184 320.00 6.00 HECKS NOT CLEARED AS OF 09-20-96 K II 1186 CHARLES P. LAFFERTY II I 1. 500 . 00 7.00 ,ELL ATLANTIC FINAL PHONE BILL 50.00 8.00 'PL - FINAL ELECTRIC BILL - GARAGE 12.00 ~PL - FINAL ELECTRIC BILL - HOUSE 90.18 9.00 'ENNSYLVANIA AMERICAN WATER COMPANY FINAL PAYMENT 31. 93 0.00 jLUE RIDGE HAVEN WEST 600.00 1.00 "ORRISON EYE ASSOCIATES 40.00 .- TOTAL (Also onlo, on lino 10. Rocopil"lolion) S 3,009.00 1 1 (If moro SpBCO is noodod, Insor1 additional sheots 01 sorno sizo.) c~ Cmtin MIt"')"Ilcm 1<<., Wuhqlll\ O.C., l~) ,.\ '~PATIENTNAME ;'11.1'1","',;:" .',~~.',,~'.:"I .....,'l,..,,; ACCOUNT NUMBER. ~Ilh '. . STATEMENT DATE " . 285 96877 10/01/96 OVERED ,I, n IOCC '.'I. III 'll~Ii~{jI~~I'''''~OJ:,.I~'~:DESCRIPTION .~1'1.'1;1I" ',\'IIIli/,",~gIP lt~:. .. Q1Y I DAYS. 'iT';rl.AMOUNT ~h'l' ! 8~1 !91! 8~1'! I ~i~ ,I ~ 091996 31 1 1 3 46 1~s!50 52 00 -6900r:00 -3 :46 l3Q.OO 2 '" IF NOT RECEIVED BY TIlE 10TH. PA NTS RECEIVED AITER TIlE 10TH MAY NOT BE .' :. , ,. Payment due by the 10th of each month i ;ot Billing Inqurries pl.... call: 1 ! ..' :i;'*i:n;:;lf~liil!}!; .' ." ... \"h ....., ,..,I " .' ... .. .~..;r.:.t:';l'tl II.. ,.. 'I.t.. .. ..~':~:;J~';:{':/~:};:; Y"::.: ',"'. '. ..~:~5:l:}~i:~~::J,;....::;~~~i~{..: ,.': 'j'"': ,'..,t........ "'.'. '," ',', . ,....~~-;:""..i" ...':.....,../. . ,. .!~,~..::. " .' :.::~;~t:;:~t.l~ :~~,~.~~:,~;\~':~:' .:'. ,~. :. .,,:.,..:);~;:t~~~~t~~.,~i';~;~'@f~ii ~:' :':.. .oJ:" '.'i,~'::~ . .' .. ",',ll,.,. t:!..,.... .... ". ."...'. "....,~4......J/;'t".........,J.I.... . 'I' ..~....r . '" ......,. ," ,..... ,. ',' ... ..-.),~-r.t."..,..,. '.' .... .::.~:::;:;.:.;. : ,'" "::':::::':'~{"" :~';<'1.;~.~,>i;;, ~ '.: '".' ; .'.: : ...s:!i:,.'::' . ..v. "ff~" ''''''Y''/~'' . J :;::.r..:~\.~...";.;" ...... ...'....:,:....:.;.,L....;.~i..~,}:".,tfS.\.,~.,,:.:f!..t,..:./.'.:"::" .:~" :. .:. ..~.,... .. . .. ....,...,.1...'111.':;..{:.. :;''::.' ..,~'. '. ::1:::.::::/ . " . :':. "':.; ;~~r~t~~r';~q}:t~~~:~~:<~: ": ... . ,..... ........ "",,"<..~I"li,.':X,}... ~;.. ~., ':",' '.~..' . . ...... '-,..;. .f~ ....,~. .,:...J",.;' : ............ ....1.... ". ., ....'1:1'( 4\." ,..~ I :):~~~~~; :'. Y.r~: .:; ':':rPf~1:~~WPC.?~': ';. .,....... .'", ~ . .......,~.:..)..!1.,.,......~11.' ..';~ .;:'.~" .,.", .':" . .....:. ~.;.~1'{~:'~~ l"'!~r~~ r. . ,:,,:~:~ :",,:~,:"', .,: ':" :::t::f./ i~;:.a.:. "f.*;~:.:;'. .....'.. .... ,,, .... ..... ..",1"". .. ~.- .. . . I"~;'. {,"' . \,,: ~; '.: , .' ;./ ~.-: ." '.:' ).;."f~' .~l~.;:~~. . .......... ..' II' .., .... .. ~ ,'.. ,-:),. 'I':} . '.};I;!!~:::.':'.:'" ," .::?~:~~~:t~~H~:~f:,;~f;:,.::. (717) 763-7070 ':. . ", '~..'J ."':.', '..:..'i".;.aCln;::.~ .... !... r ., "':'J,\~?:"l'., . .' . . ;::;'if;;tk;tt~?,;:~::: . ..'........'$'. ~l.~II~f:.;.............,.., '. ;:; ;;.;:~~~.:'::~..I\;;:;J~:}.i.~:.:~;: ~:, ". .... ........:",...,.,.....rr;'-........ . . ..., , '1 ...1..,(,. r't.. . ~.' i ......"(~: .......'l-v..'\'Rt.. ;'.. 0",;' .', .' ...'..:....;i. .:,. " ......... .. ....":... ~ . : '. ~. ; . ;.:>....:.~.:<:., .....:1.::::1... . .'~. ..,..' _'I . .. ....r"... ~;.;' n.. .'~:'L .;..(/.~'>:. ..... " .. ...... """. ,'" '. . ;'..<; .,. .'. , .. . , " .,"........: ....... ,".:. .......:. :.::.....<. ....".. ..;\....: ."" ....;...'.. :-......, : ' . ... , . . . I . .. . . ITEMIZED RESIDENT STATEMENT . II!IEVlERL Y - REIIOlH' H.u.tE AESIO[H, NO. r_UQ l2,,\..E~ l A~ER\Y q~'gl\ FAClUrt NAME , AOUrv NO. t:>\..uX.. "'""I.DGE. 'MAVE..I\:) U,)E~'" ()Q~5 t ~INTERIM DISCHARGE o ITEMIZED DA'E ~EPARED STATEMENT TYPE 00 \.Qu,\C\, DATE I PERIOD COVERED I DESCRIPTION I DAYS CHARGES CREDITS ('n\Q""'\ \ql (\ ~Lll. F c..ROs~ D.e." J:fl..LE IOQI IOn.Nl -\0 C,le\ Iqln ~, II s: r 12. . ~ r C'l _ i'\-."", 1C: I\'YT I r'\C'\ '.0 <=" .on , , BALANCE FORWARD CHARGES CREDITS AMOUNT DUE 01$ls1 00. 00 IS' tslX). 00 BE Xle (7~11 STATUS IU:I'OIl~LILND~!L.!i~-',,~:-.&,-11 Name of Decedent: ( I \C(..LLt~ rJ ), ~ttvtij SIC. Date of Death: 1\~ 20 - CJJt2 Will No. ~ I~ /c/q(., - () 73 / IIdmin. 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 the above-captioned estate: 1. State whether administration of the estate is complete: Yes No v 2. If the answer is No, state when the personal representativ~ reasonably believes that the administration will be complete: jVf\t' 2-D J l'1tt, 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No ~ . b. The sepal'ilte Ot"phans' Court No. (if any) for the personal representative's ilccount is: c. Did the personal representative state an account informally to the parties in interest? Yes No......... d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. , . n)~vt C I/Ja:ti,jU/ Signa ure . .I; 1 ,. L . yk!.-1 Name ( leas'e. ~~ o~r i'}t ) . 1/./;(:4 _ . lIq /u )t ) .S/ ( f)Yv'f,1/1t, Ad ress /7())( Jr1 -1~3 s'Su i Tel. No. Date: 11!11?f7 '~ ,~ r- c..:: - I r~~ \1' . c.: I.. !'-, ~:h ,., .~. ;,,-: .... '-' Capacity: Personal Representative Counsel for personal representative (MAH: rmfl AM3) I-"'~ I '/O. Y BUREAU OF INDIVIDUAL TAXES IHII(AIUHC[ fAIt DIVISION DlPf. :lobOI IlANAISlURC. PA 11l:a.ObOI COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~~ 1I"lhlllll'lIl.tll CttARLES P NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSNENT OF TAX MARV C WAGNER 119 N 28Ttt ST CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-23-97 LAFFERTV 09-20-96 21 96-0931 CUMBERLAND 101 MAKE CHECK PAYABLE AND REMIT PAVMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... ifEV:iSlin:if-jij:p-nli-:97rNoYicE--oTYNHEifii'ANCE-YA'x-APiiiiiiiSEHENT-,--jiii.-owiiifcE-iflim---m-----m DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LAFFERTV CHARLES P FILE NO. 21 96-0931 ACN 101 DATE 06-23-97 If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. AMount of Line 14 at Spousal rat. (15) 16. AMount of line 14 taxable at Line.I/Class A rat. (16) 17. AMOunt of Line 14 taxable at Collateral/Class Brat. (17) 18. Principal Tax Due AMount R...itted PA 17011 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN 8ASED ON: ORIGINAL RETURN 1. RooI E.toto ISchodulo Al III 2. Stocks and Bonds (Schedule OJ (2) 3. Closely Held stock/Partnarshlp Intarast (Schedule CJ (3) 4. "artD.gal/Nota. Raceivabla (Schedule DJ (4) 5. Ca.h/Sank Deposits/Hisc. Parsonal Property (Schedule E) 15) 6. Jointly Owned Property ISchedule F) (6) 7. Transfers (Schedule G) (7) 8. Totel Asseh I CHANGED .00 13.266.00 .00 .00 .00 55,537.00 .00 18) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Costs/Misc. Expense. (Schedule H) (9) 10. Debts/Mortgage liabilities/Liens (Schedule I) (10) 11. Tot.l Daductions 12. H.t Velue of Tax R.turn 13. Charitable/Governmental aeqUelts (Schedule J) 14. Het Value of Estate Subject to Tax 10.235.00 3,009.00 (11) IIZ) 113) 1141 NOTE: .00 X .00= 55,559.00 X .06= .00 X .15= 1181 TAX CREDITS: PAYNENT DATE 11-18-96 DISCOUNT (+1 INTEREST/PEN PAID (-I 166.68 RECEIPT NUNBER AA146957 ANOUNT PAID 3,300.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE HOTE: To insure proper credit to your account, sub_it tha upper portion of this form with your tax payaent. 68,803.00 13. ?44 no 55,559.00 .00 55.559.00 .00 3.334.00 .00 3,333.54 3.466.68 133.14CR .00 133.14CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN '1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FDRN FOR INSTRUCTIONS.) 'palvln:J11l'3 all """ IU~a,ul IIIUOlllPpu 'UIIDH a~, UD U"04' III~P uDlllllnd.D:J I'.JII,UI a~, Ja"v apll. 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J COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT 0... * BUREAU OF INDIVIDUAL TAMES ...tUUAHC[ TAX DIVISION DEPT. lIDU. HARRISBURG, Pi 11111'0601 MARV C WAGNER 119 N 28TH ST CAMP HILL DATE ESTATE OF DATE OF DEATH FILE NUMBER COIJNTV ACN 11'.11"11'" III.". 00-04-97 LAFFERTV 09-20-96 21 96-0931 CUMBERLAND 101 CHARLES P PA 17011 AMount R..itt.d MAKE CHECK PAVABLE AND REMIT PAYMENT Tal REGISTER OF WILLS CUMOERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTEt To inlure proper credit to your account, subnit the upper portion of this forn with your tax pay.ant. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiiv:i6-oTE1C,\FP-iiij':mm----iiiiii-iNHERI7fAiic'E-fiix..sTAfEiiiNf-oTr.c-COljiif--iiliii--m-m-m---- .--- ESTATE OF LAFFERTV CHARLES P FILE NO. 21 96-0931 ACN 101 DATE 00-04-97 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHEO ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAM DUE, APPLICATION OF All PAYHENTS, THE CURRENT BALANCE. AND, IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 06-16-97 PRINCIPAL TAX DUE ....._. PAVMENTS (TAX CREDITS), PAVMENT DATE 11-18-96 07-00-97 RECEIPT NUMBER AA146957 REFUND DISCOUNT (+) INTEREST/PEN PAID (-) 166.60 .00 3,333.54 AMOUNT PAID 3,300.00 133.14- TOTAL TAX CREDIT 3,333.54 BALANCE OF TAX DUE INTEREST AND PEN. .00 .00 .00 TOTAL DUE . IF PAID AFTER THIS DATE. SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS lESS THAN fl. HO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. " ' .." , PAYl'lEHTI o.tKh the loti portion of thh NoUe:. Bnd lub.lt with your p.)'.~t lad. p..,able to the ntIH Bnd eddr... printed on t~ rlv.t.. llde. If RESIDENT DECEDENT ..... check Dr .oney order plI)'able tOI RECISTER OF WILLS, AGENT. If NOH-RESIDENT DECEDENT ... chick or .onl., order plyable tOJ COHHONWEALTH Of PENNSVLVANIA. REf\I(D (CAh A r.'LRI of . tlX credlt, which .... not requested on the TalC Return, NY be t~.ted by coepl,Ung ." "AppllcltJon for R.fund of Pennl.,lvenle lnn.rJtanc. and E,t,t, Tlx- (REV.l11]). applIcation, .t. IVlll8bl. .t thl OffICI of thl Rlgllt.r of Will., any of thl 21 R.venue DIstrict O'flc.. or fro. the a.p.rtl."t', Z~'hOur en'~rlng ..rvlc. ~r. far for., orderlngr In Pennl.,lvenll l-IDO-]62-2050, out,lde Penn,ylvanla end within lOCI. Harrl~rg .t.. (717) 7'7.aD~, TOO' (717) 77Z-l152 IHelrlng 1~.lred only). REPLY TOI Du..Uon. r",rdlng .rror. conblMd on this notlu .hould be addr....d to: PA o.part...,t of R.venue, BunllU of Indlvldu.1 h..., ATTN: Post A......ent R.vl." Unit, D.pt. za06Dl, Harrisburg, PA 17121.0601, phone (717) 717.6505. DISCOlIfT: I' any tax due I. p.ld within thr.. (]) calendar ~th. a't.r the dt<ed..,t'. death, a 'Iv. percent (5~) dl.count 0' the tu p.ld 11 allowed. PENALTY: The ISle ta. ~.tv non-participation penalty Is CMPUt.d on the total 0' thll tM end Inbr..t ......~, end not p.ld o.for. J8nU8ry 11, 1996, the 'Ir.t day aft.r the end 0' thll t.. aene.ty p.rlod. INTEREST: Inbn.t Is charged beGlmlna with first day of delinquency, or nine (9) IIOnth. and OM Cl) dey frOll the data 0' d..th, to the data of pav-ent. T.... which ~... delinquent b.for. January 1, 1981 be.r Intara.t at the r.t. of .1. (6%) ,.rclnt Plr ~ calcul.ted at a dally rat. of .000164. All t.... which bee... d.llnquent on end aft.r January I. 1'8l will bear Int.r..t at a rata which will vary froe calendar yaar to celandar y..r with that r.t. announced by the PA Dapart-.nt of R.venue. The appllcabla Int.r..t rat.. for 1911 through 1997 ar.: v.... Intere.t R.t. Deily Int.....t Facto.. V.ar Int.....t Rat. Dally Int.r..t Fector 1912 m .000548 1911 'X .000lU 19n lOX .000'.58 1988-1991 IIX .000501 I." IlX .00030t 1992 'x .000lU 1985 In .000356 1993.1994 n .000192 I'''' lOX .aooll' 1995.1997 OX .ao02U "Int.r..t It calcul.ted .. follow.: IIITEIlEST = DALAHCE OF TAX UNPAIO X HUNDER OF OAYS DELINQUENT X DAILY IHTEREST FACTOR ..Any Hotlc. I.tuad aft.r the ta. bac~. delinquent ..Ill r.flact an Int.r..t calculation to flft-.n (15) day. beyond the dIIte of the ...........t. If paYl*\t Is uda aft.r the Interast cHPUtatlon date IIhown on the Hotlc., additional Intera.t au.t be calculated. . -,_...,,--...~,.._>.. , .'\., . ~ ,- ~. . ~".. ..........4 ./., .~~. _ .-'" RLr ..;~;..Lli.,.~~. -. (,.. (~'w-- "': . ..' /.- . .....,~\~ : ~~:,i:, _:: 0 .3 2: . ~f1mm : PB Hnrn : 7158334 u.s. rOSTAGE : MARY C. LEWIS Regl,'e, 0' Will. & Clerk 0' Orph.n.' COU,' Cumborland County Courthouso Carlisle, Ponnsylvflnla 17013 MARY C. WAGNEll 119 NOlml 28th CAMP HILL, PA ST., 17011 WAGN11Q 17011a001 1eQ7 17 11/a~/Qe FORWARD TII1E EXP RTN TO ~END WAGNERN b7TH LN ~t~~~ALE AZ eS30e-eQ.3 RETURN TO SENDER rellt 1 ."t.~ -:: _._ ~.~: _..'E: : <lr. ~_ ~,c:.~~-2.~'!.~ '!.~ /1"..1"..."1..,1"1""11".11",1',,,,.,,1,,.,,1,."II..,' '<n<....__ ~ ~...---~..,..:_-""'...........""~<)....._~-._.......~,,,.i'::.,,i;W.-;.\~.....~toe-~,";';'O,,~;;;j.c:;4'.''i.;::-""'.;t">.~ .' -... '~J. .r t." -t' , . "~J ~". ..... t" ' , )- ",,- . .... \ ... ...... '.. "'r,' \ ... .. ~I- ~ ;".f /'" ..' '" ." . '.' ,110 'f '. "'" ., ; 'L i' , 0,\. ~' If \ ~. . ~." ,.f " . , /, \ _.....-~-_......< ..,~:;J" ---~ --..,.".,- . ~ - J' 1";--T " .Li ... 0'.. ..- - .... .__. -.--1 --."W:--""---'.- .".... .___...~. '__.,,,_.a_ ( c STATUS REPORT UNDER RULE 6.12 Decedent I I 'lrr L(. J Y . ( " Name of I C 7" 'iL, Date of Death I { Will No. t ~C1G . UOL, 51 A/L)4 IA((t.'t~iY, (1),'''/'''' " /,. SI Admin. No. :) I</t,... u0 ">1 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 estatel ~;:te ~t~~r a~~~istrati~~f_ the estate is complete: 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I I. 3. If the answer to No. I is Yes, state the followingl a. Did the per~al representative file a final account with the Court? Yes No . 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 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: ~'I~-~'1 ~'tLL:f (' UJ, (/\i/ S.l:gnat.ure [) f1lr1t l.J L LJ ~ ~,1,h f- Name (Please type or print) .) , ~ ,:). 11 D g' 10 l,o ) 't'h L i-J 0' ell cia L{'. . ). g'S',o Address IGJ3 :=)(.,'}' ;)G,).c.+ Tel. No. Capacity: Personal Representative (HAH I rmfl AM3) Counsel for personal representative "'._. 1- . ,.'. . ,'" . ,', . . ". " -', .' 'I ".l -- ,-", ,,' . ~ . ,. ....., Y~'.~_""""'. .._~ .....~.~ ......11.~ ...f'llll.........-~..-tt.:~.~...~-----.............. , . , ...............~..._-_..- . . " " ,\'(:' ~ . . . ,.\, . . . Register of Wills of CUMBERLAND county, pennsylvania Certificate of Grant of Letters Testamentary No. 1996-00931 PA No. 2196-0931 ESTATE OF LAFFERTY C P \~A~~, rlK~~, M1UU~~) a/k/a Late of LAFFERTY CHARLES P SR CAMP HILL BOROUGH (;UMIjl:;KLI\NU (;UUN'l'~ I WHEREAS, on dated November was admitted to the 18th 15th 1994 probate as the last will of LAFFERTY C P (LA::"l', r .LK::i'l', M.LUULl:; I Deceased Social Security No. 222-09-8926 day of November 1996 an instrument a/k/a LAFFERTY CHARLES P SR late of CAMP HILL BOROUGH CUMBERLAND County, who died on the 20th day of september ~ and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to MARY C WAGNER and CHARLES P LAFFERTY JR who have duly qualified as Executor(rixl and have agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 18th day of November 1996. <-rJ1t11'1r' ,'f,.,,;, "y I. (Ui , .'\/ir..-h,w ~~lITI, V ~eg.LsCe~~.Lxs ~ **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND SHORT CERTIFICATE I, MARY C. LEWIS Register for the Probate of Wills and Granting Letters of Administration &c. in and for said county of CUMBERLAND do hereby certify that on the 18th day of November A.D., one thousand nine hundred and ninety six. Letters TESTAMENTARY estate of LAFFERTY C P \LA~~, rlK~~, M1UUL~) in common form were granted by the Register of said County, on the , late of CAMP HILL BOROUGH a/k/a LAFFERTY CHARLES P SR in said county, deceased, to CHARLES P LAFFERTY JR \LA~~, rlK~~, M1UUL~) MARY C WAGNER \LA~~, rlK~~, M1UUL~) and and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand of said office at CARLISLE, PENNSYLVANIA, this 18th day A.D., one thousand nine hundred and ninety six. File No. 1996-00931 PA File No. 2196-0931 Date of Death 09/20/1996 S.S. # 222-09-8926 and affixed the seal of November 'iYI!I..~(, (1. ?f'nr~ 'i'~' , (I (j ~'" 1; /1J>JJu..,,,J:i, a U Register NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL nll~ .'>lll ~(lllh Ih.ll!/ll' Illlullll.lllllll lll'!' I~l',lrl ", ,,>rl'l!l\ "j'I' I'll.d Hq"'>II.11 Tilt .1Ilrlll.d I 1"IIIIh .111' '.~ dl bt It 'I '.~." ,_It.j I., ! 1>. "1.014 it)....'.' ;' l"'; 'P";' {C'1_~ ! 11' 'III .111 "III~IIl,11 UIllllt ,Ill' III ,It ,1111 dilly fik.! willi lilt.' .1' \'I!.llli.t'lq,I~()jlltll'H 1'('llIl.lOlIH hllll/.: {V/,{\.. '.1" WARNING: It Is IlIcgnlto duplicate this copy by photostnt (lr photograph. III , . 1.,' ~tl. ,~"i~\.X~,i!;i~, I. ~'/ .' ~~ {~../ ".;.." ~'X ~I . . )v\ "'I' .... ~ '-' - ,,. '" '. X. ~...t'-'i~,"'J'-''''~ "ft' . "~I "'/;;-" \~\....."' "1[HJ.9",,~!!r:" -,,';.-- /" /1');:'/, '/' ""'~""~ / /..." , -' . / .';. V. '.~c < (','{'<' - (_v;J,,/~.., " I.HLtll\t.'L;I\II.n he Itll ,Ill" ~lllllh,lIl. S.' (tl) 3783348 ~r~ 2 4 \93CO I l.lI" CO......ONWEALTN OF PENNSYLVANIA. DEPART"'ENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH ~ Of Of:tlDlNl',.,.. ...... \.., .. rl P Laff ~.........." UCltAIYINl - .... ... 'Wl..........-." ~51CU"'rrJoU..IlA 84 'f1S CCIUJrt OfDIRH Sr ~"I~ -1- .. Male . 222- 09- 8926 OoVIOfMtH ,........c.,...., _UtftAalCfw .-oJ '-CII'O...,.t:_11 ~,o Clf'f.~. OJnberland Fast Pennsboro .....,..u.... .. Ml'HlIII'IIWIII.,-,.. UcUe L_ Lee N. Laffer _ONIM '1IWIIl(1'~ Mary Wagner OlClDlHTI "'...... ......"'" - -- Wrber , n....... Pa II'''~'I .. "..0..............'" Y.W1Al..WUl.......... ......"-'..~ ......- Widowed WIli te -""".. "....~---.... PI OINt' USUAL .-=::::'O::::~:T D.ner Laffert DlQOlHT"WALlHO~"l$II_~.""lIICo111J11 119 North 28th Street Canp Hill, Pa 17011 ,.. Dol - .... CUrberland ---., "ilK] ::w.-"::'::1If ItIOTHlA'INAWf"'.. Y4Je ~501....,.... , . Rebecca Bower "'''lI~''''tbrt''h2Bth'St're'et ~ Hill, ova ~ .-- Carp Hill Pa 17011 ..................0 OJ. '--lIlG-..,.O.....,., .....,.c... "" II ACTING AlIUtH Ibm t1i......OII""..--........_.....___""'......... ,wI... UClH$t;HtJUlII'" ..., """' So'S! 10 ..0 1'. n,,.,.,.1: 1_..................~_____N.... DID............... '........__OIlNdl.... I: 11., 1 OUIlOlOA AtcMl~HtIOf) fh'f).1!1. ofIJht..14"i lIuINWYIf.-:~t.JU OUlIIO~A$..t~gu(HtIOfI /- 1",,"0- 11N.....'*-- ,-""- I N.III'I: 0Iw.............-._........_.... ..~"N~_...,...""'"l i CUllOlOI'AtAC04(OUINCIOf) WlM AUtOn'f '~I ........."OfOlAfH --...11'MM YO CClUP\n1OfolOftAUlI {3- 0 "'''''"'' -. - ...- 0 ..~~- 0 ...[3" ...0 ...0' ..... 0 CM..N.............-... 0 D.,t Of 1foI,JUft'f ,u..4'l0..__1 lIut 0# IKNA' O!UUA'fIflWOfU(, DlSCAIICttOWlH.AJA'lXCUflNO .... 0,...0 ... ,.... "'".....0.......... .cunln"lG'"'ICl....'"'rW_t..~(_d___~M:........P"'.....Id__'~....IJI ,."'..,........".....,..........c..............--.lj...._M...... ...,.... .........,..... " ... . I'lAClOl~'.At""',-"",""'I.....,.,__. -.ne _ ~..I ... 'MlDeAl UAMlHIMOAOHIA On IN..... ....~MdI.,II'l...IIf..... III 1It1..--. ...Itl acev"'" .11,.. ~cl.I..aAd plloC.,..." ..11 UM nu..'.I..... 11.--..1111...........................................................,.......,................................, "lOlITIW'l llIOHNUflC AHClHU...... ~lLJLl 0, \lClfrl 1 ,v..oo , -I- . N.l..l.u.oItOORlUOlI'f.A~'MtOCOW'\I1IDC4U (""'111'rs-DlPT." 7-'''1'1, A. i",,"""~ No o Lu" l""u.... """ II \+ou P", \"hl 0-.11'..10,...........01,_' .~II'tCINQ.tHO(IIUtf'Y1NQ'"'IClAN'""~b....<7G,II.....-.v_.~~~~'_~<lI...,1 f.... ........, _...... .......IIIIM 1M ....... ..... ....,............ II "''"''''''"11'''''' __ MI&IIM . .. , ~TA~J~U~-'~EI'UH.:r.lJ.!lI?ER_.!.lyg ,fi,) ~ Name of Decedent:_~i~f.\U \;) cf Date of Death:---3J. '2..0 l3-~ . Will No._l ~o..~- OoC\,3J ~tWf\~~ C1t~~ ~ Admin. No. "J-l. q,~ - CPv"3 L Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the lollowing with respect to completion of the administratiun of the above-captioned estate: 1. State wnh~ her administration of the estate is complete: Yes V No --- 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the per~al representative file a final account with the Court? Yes-Y'__ No__. b. The ,;ppa I'ate Oq>hans' C' ,urt No. (i [ any) for the personal representative's accuunt is: c. Did Ihe personal representative state an account inlormally to the parties in interpst? Yes No---- d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date:~~('1. ~'\t ~o.o~. L:?tto.~_ , Signature \JI~~ c.W\Il.~':. -Yo l..I\~~ 1""'e... Name (Please type or p~int) () I "lS"" _ ~~C Sorct-:l ~ 'Th. Y'*L ~~}A \1 ~7~ Address lit71 o.'af-d-.QI{3 '1'(.:.1. Nf). Capac'ity: j Personal Representative (MAH:rmf/AM3) Counsel for personal l'epresenta t i ve