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Home My WebLink About96-00965 PETITION Hm PIWnATE nlld (;I~ANT OF I.ETTEHS O>I-(j(o - Clto S- /:"111" f~' Ihlll! N. \~ilIHh "t,,, /..111111'11 In Nil. 10: ."fli'lfll.\<<'c'UfIIY So. /h'(('j/\I',I. I 0)-1 ~-I, ~/,H IlI'~i\ll" "I WiI" I". 1111' ("lHlIlIy 01 CtllIllH'rlllUd III Ihl' ('11111111011\\ l',llth of I'l'lIll\yl\'i1lllil 111\.'l'l'1111(1I1 l.lllu.'ultdl'l\iVlll'd Il''''PI.'l."llllll, Il'Pll'\l.'III\ Ih;ll: Y,UlI pl.':iliolll'fbt. \\hn I' i1ll' IX \l',H' of a~!l' III nldl.'l itlllhL'\.'\l'l.:III11r _ n _~_'_.m nilll1l'd illlll,'la,1 \\ill"IIII.., ah"le d,wdelll, dall'd JUIIC II, '." ___'_' ',..,__, 19J!.H__, ami l"Hlil'il(,) dall'd N()llc _ _._,__.._ __. ________.__ (\lall' fl'k\,lIl1 ~lI~'III11q;llh~". \',1', I~'nllrh'l.lllllll. dc.llh ,II ~""'lllllll. "'lei DC\.'L'lh.ll'lII \la... dOIlliL'ikd .11 ill-.uh ill .__. __CumbcxJ nnd_ ._ _._ _._ ("OUlU)'. Pennsylvania, willt "_c.r -- la', family lIr prindpal re,idencl' al . Bethany Vl~1 ng<;._),2;;,_Wcs I cy llr lve, 11~chanJ,,,,sburg(Low,,,- ,~I.!"n_,:ro'in~"h,!J') '_(',~. 17ShS__ 111'1 '"l'l'I, Illllllbl" illl.II1lUtldp.dll\1 Ikeell<"'rll,llIen _,?3., , yea"\,f'lge,dipd,, ",.,NQycmber Il,_ _ _ 1996 al ..Bcthany. V..!1[--"g"..._L~_w"~.1~11':'.'~.:!.~\.oII1~11.!!,.'_~un~':.:.1-,,-,,d -County;-1"A E\I.:L'PI a.. hllhm.., dl'..:cdcl1I did 1l11llt1arry. \\a.. 1101 di\lHl'cd anti did 1101 ha\'l.;' a I:hild born or adopted aflef l'\Cl'Uliol1 of .he \\ill olh'n'd for prohal..': \\a.. 11011l1c \'iL:lill1 of a killing ami was ne\'er adjudicated inl..'llllll'l'll'111: ____.Nq_lJ~__.____~________+______. IkL'l'Ildl'I11 at dl.'alh o\\la:d property with cstil1li.uCU \'&lltle" a... 1'11110\\'''; (If ""mid"''' in I'a,) All pe"onal properl~ (If not uomidlcd in POI.) Persona) properly in Pcnn..ylvania (lIunt domkih.:d in Pa.) Personal propl.'r1Y in Coullty \'ahll' lJf real 1."1 at I.' in PCllIl'yl\"ania ,itu;alld il'" hllltm...: None~____._____ ~_~ _____~_.__+__ S Uncstllllnted S S S_~onp -----------. -------------------~ .. --------.. -..---------------.. ------------- \\ III:REJ'llI{E. pClirioller('1 re'peelflllly reqlle'I(" IlIe prohale of IlIe la,1 will and codicil(s) prc"'I.'I1II.'u hl.'h~\\ilh and I hI.' gr:ltllllf h.'III.'r... _t.e.st;ltnC.n..t~!"y__.__ , 1:\'".1Il1l._'1J1.u~; ,h.hl1!I1I"r;lIlillJ \,:.I.a.; .hl11l1ni\lralinn d.h.n.Cl.a.) thl.'lOl1. ~ t; ~.I . , haL _C. Snclbnkcr .._.44 _Was t _}lai1L~ t ".Jlcchanlcsbu.rg, PA 17055-0318 z:.. " r --'---..--- ..---------.- -------.... -~--- .._----- OATH OF PEHSONAL HEPRESENTATIVE CO:\l:\lO:\\\'EAI.TII OF l'E:\:'IiS\'I.\' Aj\;IA COl' \T\' OF.., ,J:.lfrU!.E~LANll I J tiS 1 hI.' pl.'liliolll.T(o,,) "hu\C:-nal11cd "'\\cal(..) or allirl1ll") Ih.1I 1C ...1 a I 1.'lI1cn " in Ihc foregoing pctition are !rill.' illld ,,:(1111.,\.'1 III 1 hI.' I~I.'''I ~ll Ihl.' klHmkdpl' and hdie!' f p litil1l1er(... thai :1\ pcr\onal rcprcscn- lalin''') or lhl.' ahon' dl.....'I..lh.'llt pl..tilillncl(...) \\ill \\1.'11. d tr !'..ICT e "laic accnnJing 10 law, S\\tlTIl h', 01 ,a,llilll?Cli allll ...",'lh,(lihl.,ll.~, '''_', _ hCr~lll.' Uh,' ,hi... . __ - 5~H _ ___ _ da\ 01 _ _ _ - R Sne lll:tkcr ~~~l~~ '~L -IJ)!!~ 1if:- ~~-~.__,_u_. J 1.j 3 - 3 clj ----.. ------, '" ;:;. => t: ~ " ~ 2 21 - 96 - 965 ..n '~.-: -:; :.,( c, ~'\ (',j ,-, (., [- cC.4 :'~ , ~! :5 00 21 - 96 - 96r, REGISTER OF WILLS 01: COUNTY OATH OF SUIlSCRIIUNG WITNESS codicil (each) a subscribing witness 10 the will presenled herewilh, (each) being duly qualified according to law, depose(s) and say(s) thai present and saw the lest at , sign the same and Ihal signed as a witness allhe request of testal_ in h presence and (in Ihe presence of cach olher) (in Ihe presence of the other subscribing witness(esl), .' Sworn to or affirmed and subscribed before me this day of 19_ (Name) , '''-. ,/ (Address) '. Register (Name) '.1 (Address) REGI~J~R OF WILLS OF CUNBERLAND COUNTY OATH OF NON-SUBSCRIIlING WITNESS Richard C. Sne1baker and Patricia J. Thomson (each) a subscriber hereto. (each) being duly qualified according to law, deposc(s) and say(s) that ellch is familiar with the signature of RII th N. W" Ish ~i.c;llx testal r i x of (J:lRKxuf<xthcx:SHluaibiDllO{wkRIlSSll.9<l-W): the will that each presented herewith and l:O:dicib< believes the signature on the will is in the handwriting of Ruth N. Walsh to the best of thei r knowledgc and belief. Sworn to or affirmed and subscribed before ~ me this ?5TH day of Richard(Nizine~nelbaker ber 19 Mt~ Nai:: St.g, ~~;::CSbUt!~, PA 17055-0318 Register C &::::7 ~ , ~ ...J.... ./ Patri i(Ndhle?homson 44 W. Nain St.. Nechanicsbur~. PA 17055-0318 (Address) UNO. AA 185168 COMMONWEALTH OF PENNSYLVANIA DI'ARTMINT 0' RIVINUI OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX '* ....""..""4 RECEIVED FROM: & ACN ASSESSMENT r:'I CONTROL ~ NUMBER AMOUNT RICHARD C SNELDAK~R ju1 ..c:,vuv.uv 44 WEST MAIN 5T MECHANICSBURG, PA . 1705:5-0318 ESTATE INfORMATION, 11:I fiLE NUMBER U 21-1996-0965 11:I NAME Of DECEDENT (LAST) ~ WALSH RUTH N II DATE Of PAYMENT EJ POSTMARK DATE COUNTY SSN 103-12-4548 (fiRST) (Mil CUMBERLAND DATE Of DEATH fa TOTAL AMOUNT PAID $2,000.00 PB REMARKS RICHARD C SNELBAKER SEAL ,1_. ': RECEIVED BY /)i,~:", ,... t+.<" , A ) "t ,; '7 5IG~~)'E . , ,I""'" I .< l j MARY C. LEWIS<'" ,'. "'.r /7 REGISTER OF WILLS " CHECK" 101 REGISTER OF WILLS IOtOHflf- l , " " .~ _._.. _.. - ._". __ ~_. "_._ ___ ___u.___ .__ __ __ ..... , '.k __I ---~...,.,.",.- . ---_.~--_. ---~.M. - -......,. c- i I ,. 'J-. 1':' - -, ~~~ - - - - @)@); - - ~~8 - " IIltJ - " Ill.... ....t:l>'C'I'\ t:lf::!E-<~ - f::! 50 IiIO~ lIl~tJ .... < =- ~'" iii&:>. - ~o<1iI tJ~~~ - ~:>:!S 0:0 <&:>. < - z:otJtJ or c: 3 , J ~'i . . , I ~ ) c ~ ( \,., , -:: uJ .- 0( .r. \.JJ <( .r. e.. 0 t/1 ~ c:<l -<: 7 7- z '" -<: <( :( ~ ..J ::E .... :;; ~ u.: -<. \ 7, Z Z ~ l' " 6i ;;j t: So '/. oj " 0( Ii co 0 "- '- ,:,L t: ai -< '" uJ u :l 'l. < of' ..J ~ U ..J u.: '" Z /. t/1 .- .. \ " ::1J 'T:", ,~ o " :.;)':.:. ,~ '" r' ,~) I I" .. o I" .. ",,,, ';, -t<; " .-. ~, , [', a'" ,I ..., r" , '. - . '\\ ,I . r' . . .,,", ;" .' , . ) " I;,," >". ., ";' ~, t, ._-' ~ -.~:.~---::-.....--...... ..we - - . . . . ';. . , J ..,' . . :,.0 .~ r , , , 'I: . \.~ . , .j'; , ~'<P , " . ) (> , ~ \ . '. .- -' , . ~ f' ;; '. ~ '<> . , ,I 1 ~ .\ ~' .. . . . I , " .... '1_-:;, " 1 ',': ", . ',... " <, ~... .... .' \ ( .~.:H. . , \ , " \ , \ .~-~. .....- .-..~ .-::: " :,'~ ' ", ;') .-/1 - - ~ -:: - - - - ~ ;;; 'j.., o %:: U.cr::: ~ ;- rnzo~ ... ..( u -c > ~ ~~ ~ c:: 1=. ._, =t: :> ~, ....OCc , uJ U !5 - ;I: -:l e- U.r--;..; u.. "C "7. Ol'E ...... :<: e " '::; =t::>U .... uJ U -< ...lu - ~ : : . - - - - - - ~1 ~ (fl .... i" .A o (" ... '" '" '" '" 'a, "'.., ,,=t:.., e~ e!lJ Olll~ :1:","" .!lO ~ ...... u ~~ '~ u .... . .--' .....--- ~- ., . --_-.-.o;--~~ :-"- . " ., COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND u: ___,!!lc:J'AIlD _C. _~I!~;LJlA~J>!! __, being duly .-SIIOrll- according to law, depolOs and says that he 1" h'u>rll!;or ______,,_'_____ of tho Estate of __IUlT!LlI.a-llALS1I lato of LOII.!lr. J\].lcn T()wn~bip ,______, Cumberland County, Pa.. deceased and thot tho within is an inventory made by ,_hiJD _ ___, the said FV~lJtn.. of the entire estate of said decodent, consisting of .11 the personal prop.rty and real estate, except real estate ouhido the Commonwealth of Pennsylvania, and that the figuros opposito each itom of tho Invontory reprosent it'. fair valuo as of tho dato of docodent's death. /) - --r: ~' j~2J/_~ ./ ~~/.~~'.,('fl ...,,e-c"-<' -"= _ -- e..cutor xu.....mI Sworn to and subscribed boforo me, May 5 19 97 rJ"'tlrlill'~:;\1 PJlcr.tll.l Tlnm :r)!i ~L';)"" P'vb!ir: Mo\.1U.:([L"Jfq BY'.I C(,"ll:r.I~~'~j c.JiJ'1~ My CO(l~nc.....,k}l1 biJ.rtl~ U.lC. _1~, F!':'-J Richard C. Snelbaker 44 West Main Street Mcchanicsbur6 PA 17055 Addu" (?tWut.<~ ".-.~,,l!, ~\~"".I",--;...'i.;~.'C",' -""Hit,.. t"., Date of Death l4 O'Y November Month 1996 v.., INSTRUCTIONS I. An inventory must be filed within three months after appointmont of personal represontative. 2, A supplement inventory must be filed within thirty days of discovery of additional a"ets. 3. Additional sheets may be attachod as to personalty or roalty 4, See Article IV, Fiduciaries Act of 1949. . U . Q. Po . '... ~ >- -= -0 < Oli .. Q. I- W ~' ~ "" < '" CIl ~ w :, 01 .. Co. I- CIl E1 u .. oll 0 .. 0 II> ~I , Q '" :;:z:: w "" w cl I '" I- J: Co. =- ~I Co. e< I- ..J U. ,,; 015 z u. ..J -< 0 . .... Co. I =z w 0 -< w Z <, ,;. I I-<~ > z "" r..i : . Z 0 e Q ~ ~I ~ I II> Z 0 I 0 "" a: 01 U I z I w -< ... . Co. ,.J "" I a: I e tzl - '" :.: -;: < I 0 .. ca .<l "" -" d I .. E 0 . ~ '" ~ 0 Z ..J U u: CD CIl ESTATE NO, 21,96,0965 SECOND AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY RICHARD C, SNELBAKER, EXECUTOR OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF RUTH N, WALSH, DECEASED, LATE OF THE TOWNSHIP OF LOWER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA RICHARD C. SNELBAKER, Executor os aloresaid and Accountant horein, avers os follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED: November 14, 1996 November 26, 1996 DATES EXECUTOR'S NOTICE ADVERTISED: Cumberland Low Journal Patriot. News Co, Docember 13,20,27,1996 Docember 17,24,31, 1996 SECOND AND FINAL ACCOUNT PERSONALTY. PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with the receipt of the following principal assets of tho Decedent's Estato: 1. Undistributed balance of assets subsequent to confirmation of First and Final Account lreserve) 2, Items raceived subsequent to filing First and Final Account a.. Met,LiIe, lifa insurance procaeds TOTAL PRINCIPAL ACCOUNT, DEBITS: 450,00 9,585.17 10,035,17 PERSONALTY. PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from Dacedent's Personaltv Account: 1. Ragister of Wills, filing fee for First and Final Account 2, Register of Wills, filing fea for Sacond and Final Account 3, Items to ba paid subsequent to confirmation of account: a, Snelbaker, Brenneman & Spara, P,C., atlornav services b, Richard C, Snelbaker, Executors Commission c, Snelbaker, Brenneman & Spara, PC., costs advanced for Certified mailings TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: 116,00 113,00 250,00 350,00 16.00 B45,OO LAW O'FICES SNELBAKER. BRENNEMAN a SPARE Page 1 PERSONALTY -INCOME ACCOUNT DEBITS Tho Accountont ChOlgOB hlmBoll with tho locoipt of tho following Incomo trom tho InvoBtmonl of PorBonolty Prlncipol: 1, PNC Bonk, N,A,lntoroBt on EBtOlo chocking occount #6000861B31 TOTAL, PERSONALTY, INCOME ACCOUNT, OEBITS: 68,29 68,29 PERSONALTY _INCOME ACCOUNT CREDITS Tho Accounlonl cloims clodil for Iho povmont of Iho following Itoms from Iho PorsonollY Principal Account: 1. Groonawall & Company, P,C.. proparatlon of Fiduciary Incomo Tax Rolurn TOTAL, PERSONALTY, INCOME ACCOUNT, CREOITS: 320,00 320,00 REAL ESTATE NONE LAW O..'IC!:I SNELDAKER. BRENNEMAN at SPARE Pago 2 STATEMENT OF PROPOSEO DISTRIBUTION Richard C. Snalbaker, Execulor and Accountant heroin, proposes to dislribula tho balanco of the Estoto 01 Rulh N, Walsh, Docoasod, 10 wit: $B,92B,4B in accordanco with tha Last Will and Testament 0' said Docodent es lollows: 1. TO: SI, Slephon Lutheran Church 10% of residuary Estale as per item Second IAI 0' Will B92.B4 2, TO: Hospice 01 Central PA 10% of residuary Estate as per item Socond IBI of Will B92.B4 3, TO: Judy Ge.lak 10% of residuary Estate as por Item Socond ICI of Will B92,B4 4, TO: Toby L, Fllzkee Remainder of reslduarv ESlale as per ilom Second 101 of Will 6,249,94 TOTAL DISTRIBUTION: B,92B,46 Page 6 U:-,.1500 [J('. I!,QAI ... z w ::l ... w o w ... ~~'" ...",.. w..... :cOO ..."'~ .... .. .. ,... ...:c ww "'0 "'z 00 ..... /~) /'/3 , ;, ., (!. 'fOR DATIS Of DlATH AfTIR 12/31/91 CHICK Hlat If A SPOUSAL ~ POYIRTT CRlDIl IS CLAIMID L flU NUMBIR c>.~~.., ~, ;:[(1 ->< COMMONwEAltH OF PENN!tYlV,t.NIA DfPAUMENI Of I!vENU( OE" ;80001 HARlI!tIWlCi PA 111210601 10lCtOlNl ~ tf......t IIA~I, H'~I. AND MIODll 1,,,IlAU INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) WALSII, RUTII N. I" ,,'I\tC"'III ,..I,',,"u,,"OU1l' ,..".., It"U II." ""0 ""DDlt "<11'''11 OAll 01 OIAI" 11/14/96 1/15/23 ~OCI"~ UCU.'TY ~ulolll. 103-12-4548 []1 04 (] 6, o 2. Supplemental Relurn Original Return 21 COUNTY CODE 1996 VEAR 0965 NUMBER DICIOINI'~ c;O'""ll1( AODUS~ Dethany Village, 325 Wasley Dr Mochanicsburg PA 17055 Co.., Cumber land AMOUtH UCllvfO ISIt .~~\UUC:lI0N\1 o 7 FUlure Inlerllt Compromise (lor dolo' 01 deo'. oher 12.12.82) Oecedent Maintained 0 living Trust (Allach copy 01 Trust) 03, 05 o _B, Remainder Relurn (for dates of deo,h prior to 12.13.B21 Federal e"ate Tall. Return Required Limlled Eslall [J 40, % o ;:: .. ~ ::> ... 0: .. ... w '" 1 Reol Ellole (S,hed,le AI ( I) 2, 5'011. o"d Bond. (S,.ed,le 8) (21 3. Clo\lly Held SlocklPartnenhip Inleres' (Schedule q (31 4. Mortgogel ond Notes Receivable (Sthedule 0) ( .4 ) 5. Cosh. Bonk Oepotl" & Miltelloneous Penonal Properly (5) (S,h.d.'e EI b. Joinlly O....ned Property (Schedule f) 16 ) 7, I,onll." (S,hed,le GIIS,hed,leq (7) B. Tolal Gron Ane" Ilolallin.. 1.7) Q. Funeral Ex pens.., Administralive Cas", Miltelloneous I Q) Expen,,, ISchedule H) 10. Deb". Mortgage liobililies, liens (Schedule I) (10) 11. Total DedutllOn' (IotaILin.. Q & 10) 12. Nel Value of EUale lline 8 minus line 11) 13. Chofllable and Governmental Beques" (Sthedule J) U. Nel Value Subject 10 Tall.lline 12 minus line 13) z '" ;:: .. ... ::> ~ '" o u .. .. ... IS. Spousal Translen tfor dotlS of death aher 6.30.Q41 See InUruCllons for Applitable Percentage on Reve"e Side. (Include 'lIolues from Sthedule K or Sthedule M.) 16. Amount of line 14 tOAable at 6% role (Include 'lIolues from Sthedule K or Sthedule M ) 17. Amounl 01 Line 14 taxable 01 15% rote (Indude values from Schedule K or Schedule M,I lB. PrinCIPal 10. due (Add tOll. from Lines IS, 16 and 171 ]lQ, Credl" Spousal Poverty Credit Prior Paymenls i + 2,000.00 , 120, , I '21 I , I I I (171 (15) (16) T alai Number of Safe Deposil Boxes COMPUl( MAIliNG ADOIUS 44 West Main street Mochanicsburg PA 17055 40,641.16 12.742.43 (8) (11) (12) (131 (1JI x._= . 06 = 22,3l8.98 . 15 = + Diltounl 100.00 _ Inlerl\t If Line lQ " greale, than line 18, enler Ihe difference on line 20. This is the OVERPAYMENT. ai.I(:T'T.1""II~."I"TJ.l'a.11. all-l" .'llJl:..II~ lttT':'r.I':'I"Tj.}lI..l'''-jJ!.C.I.'~"III' If Line 18 i, grealer than line lQ, enlar Ihe difference on Line 21 This is Ihe TAX DUE. A EfI'e, the Inleresl on Ihe balance due on Line 21 A B. Enler Ihe tOlol of line 21 and 21A on Line 21B. This.s Ihe BALANCE DUE. Mok. Check Payable to: Regilt.r 01 Will" Agent (211 121M (21BI (1BI (191 (201 40,641.16 12.742.43 27,898.73 5,579.75 22,318.98 3,347.85 3.347.85 2,100.00 1,247.85 1,247.85 ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<(-<( O"I"V, I d'''Oft .ho. I ho.. ..om,"ed Ihi. relu'", "d.d'"g OllOmpony'"g ..h.dul.. ond lIolem."U, 0"0 " ". c.lI 0\ ~v '"owl.dg' ond b.I.,. Olele I declare that 011 real .,Iate ha' been 'epor1eo al1rue markel votue. Dederallon of preperer :'r., ''''on '''le cellonOI repre\ln1all'lle I' rmol ;: "'N'" creDerer has ony ~nowledge tl I "~'.~ ~~f .:. "LINC.I(1U1N "OOlf~~ reet Mechanic3burg PA 17055 ~?!IiERi-mMAN"~"m>IlRE P .C~'"'' ij1fllC:ltMalO Street 1Y.tm~ _______~echa-"ic3~l!IJLPA 17.!!55_-----." :....! '-1"1'17 r../3 /97 ~... .; ---.----------- ~ Act #48 of 1994 provldel for the reduction of the tax ratellmpoled on tho net value of transfers to or for the ule of the Ipoule. The ratel 01 prelcribed by the Itatute will be: . 3% (.03) will be applicable for oltatel of decedenll dying on or after 7/1/94 and before 111196 . 2% (,02) will be applicable for oltatel of decedenll dying on or after 111/96 and before 111197 . 1% (.01) will be applicable for eltatel of decedentl dying on or after 111/97 and before 111198 e Spoulal transferl occurring on or after 111198 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (vol IN THE APPROPRIATE BLOCKS. 1, Did decedent make a tranlfer and: a. retain the use ar income of the property transferred, ............................................,.......... b. retain the right to delignate wha shall use the property tranllerred ar ill incame, ............... c. retain a revenionary interest; or ..........................................,........................................ d. receive the promise for life af either payments, benefits or care~ ..................................,.... 2. If death accurred an or before December 12, 1982, did decedent within two yeon preceding I death transfer property without receiving adequate conlideration~ If death occurred aher December 12, 1982, did decedent transfer property within one year af death without receiving adequate cansideratian~...."...................'" ......., .....""..,..,' ........"... ................... ........",.... 3, Did decedent awn an 'in trust lar' bank accaunt at his or her deathL....,..................'............ YES ' NO I I x , I \ x : x IF THE, ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, ,~, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. a: ,"_0 G\ .1 '" '.)0 x x x x :g 0 I~ D~ ~ :::! N ... ... ... 0 0 I I U .. .. .. .. .. .. :z; - - .. 0 .. 0 ~ .. .. - - III III "' "' U U ... ... > > .. .. "' "' III III !i: !i: "' "' ... ... ... ... U u !i! !i! c c .. .. "' "' .. .. " C C .. > > .." ... ... " .. .. ..C .. .. .... "''' ~ "' .. ..... Z .. ~1Il " o:~ lU ... ~ .. .... ... ... .. .. ~ ... .. "' .", ... III " CIIl lU ... < "'... . z ~ C ... ... ... ~'".. ... a < z.. i!:. C " .. .... ... ... "'... z .. ... u..... 8 a iE~::' CIl '" ... ~ .. u .. u a .. C .. '" ... .. Z ... ... ;J ... ... 0 . ... U .. U > a < '" ~ OJ 'E .. II) ~ E- ~ ... ; ~ .QG ~ < I'll ~ . a .- Z;.~ .~ .lll..."'&:' C C ~ . "'.. - = E ll!a ' tJlj=:c. Z~OE c...~~ III .. .. ... .. N ... .!. .. .. ~ N ~ N ~ II C e .." " ..c .... "''' "' .... U .... .", con z... ~ !z: .. .... "'... u~... z .... .. ... .......1t""IlIP"'=,-"'. , ~ .. ,l, ..~ z ... < .. ~I .. I~ ~ '" ... .. u e... N r- N oC ... .. ": .. U .. ~= , ... ... ... l::;! Z ~ .. .. ... ... :t .. N ... ": ~ ~ , .. N .. .. N ...... N III r- .. ... .."" ... ... N ":. "".. . . ....... N N N ..... on.. ... $ ... .. .. ...1;; .. .. .. N r- .. .. ..... . , .. ... .. .. .. He .. .. .. "" ... ... ... ... III .. .. .. .. ~ .. .. ... ... III .. r- ... ...... N ... .. III .. w::> ... "!. "l "!. .. ..-' . ..-c .. .. ... .. ""> .. .. .. ell ;- ;Z I.:l - "" ;- ell ... ... N ... .. ... I.:l .. ~ III "! II! ": .. > ... ... to N r- .. ... N .. N III .. ;Z .. ... ... .. ... .. N ... oC ..'" . . . . .. ... ;:: -c.. .. ... ... .. ...... .. .. .. '"' ... 0 Z 0 !:2 :c !; >- .. l:l: : ... III .. .. r- < III .. III "! .. ... -' . - oC '" ... .. ... r- N .e :If .. N to .. III ... ..... ... '" ":. to N ::= ~::> . . . ..... .. ... ... .. ..-c .. .. .. ;) -c> ... ell III .. ... 'E .. rIJ 1;: - fil c: [- x ... o(l III ... .. .. I .... r- = .. ~ N III .. .. t; E ,!, ... ~ .. .. ,ell ~.. >- <Ill J- III ~ III !5 -' !5 ON ,. : '''' u, ~ ",>- -' Z::e ur- -' g .. oC oCN i S:Z oC .. ~ 00 i 0 .:01.... ... ~~ .. ;5 ~ .. .. i ... '" '" CQE !I! .. ... ,. '" g ,. ui ... ~ ~ ~ U at U Z~ .. ... t- oC c._ Irv.1JlJn.p""1 * SCHEDULE J BENEFICIARIES CQMMOHWlAUH 01 HHHlnVAHIA ~ANCI rAl 111\18I llIIDIHr DtCIDIN. UTAn o. I/ALSII, RUTII N. FILE NUMBER 21-96-0965 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELAnONSHIP AMOUNT OR SHARE OF ESTATE A, Taxabl. 8equ."" Judy Gavlak 101 1I011y Lane Mechanicsburg PA 17055 2. Nancy E. Pitzkee (Deceased) 1. None 10J of residuary Estate as per Item SECOND (C) of l/i11 Toby L. P1tzkee ~652 Braddock Green Court Pairfax VA 22032-17~3 Cousin Remainder of residue of Estate as per Item SECOND (D) of 1/111 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmlntal a.quIIIs: 1. St. Stephen Lutheran Church R.D. I, Mechanicsburg PA 17055 10J of the residuary Estate as per Item SECOND (A) of l/il1 2,789.87 2. lIospice of Central PA 98 S. Enola Dr, Enola PA l7025 10J of the residuary Estate as per Item SECOND (B) of I/ill 2,789.87 TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aha ,n"r on I;no 13, Rocapllulahanl Is 5,579.75 {If morl spac. is nl.d.d, inslrt additionalsh.... of soml sill I o. : " , . LAST WILL AND TESTAMENT I, RUT II N. WAI.SII, of the 'l'ownship of Silver Spring, County of Cumberland, and Commonwealth of Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void all former wills and codicils by me at any time heretofore made. FIRST. I order and direct that all my just debts and , ) ,~ {~ ..~ funeral expenses be paid by my Executor, hereinafter named, as soon as conveniently may be done after my decease. SECOND. I order and direct my Executor, hereinafter named, to convert to cash all of my estate, real, personal and ~ ,~ ..... mixed, whatsoever and wheresoever situated as soon as practicable after my death, and to distribute the net balance thereof in the following manner: A. I give and bequeath ten per centum (10%) of my residuary estate unto my Church, namely, ST. STEPHEN LUTHERAN CHURCH, at New Kingstown, Pennsylvania, absolutelYI B. I give and bequeath ten per centum (10%) of my residuary estate unto HOSPICE OF CENTRAL PENNSYLVANIA, absolutelYI C. I give and bequeath ten per centum (10%) of my residuary estate unto my friend, namely, JUDY GAVLAK, absolutely, if she survives mel and D. I give and bequeath all the rest and remainder of my residuary estate unto my cou6in, t r t , r i namely, NANCY E. FITZKEE, absolutely, if she survives .'. me. If my said cousin should predecease me, then and LAW O"ICtG SNELBAKER ft ELICKER ;. ..' . .. in that event, I give and bequeath said balance of my residuary estate unto her son, namely, TOBY L. FITZKEE, absolutely. LASTLY, I nominate, constitute and appoint my attorney, namely, RICHARD C. SNELBAKER, ESQUIRE, to be the Executor of this, my Last Will and Testament, but if for any reason he should fail to qualify as such Executor or cease so to serve, then and in that event, I nominate, constitute and appoint THE FIRST BANK AND TRUST COMPANY OF MECHMlICSBURG, PA., to be the Executor hereof, each and both to serve without bond or other security as a condition of qualification hereunder. IN WITNESS WHEREOF, I, RUTH N. WALSH, have hereunto set my hand and seal to this, my Last Will and Testament which consists of two (2) typewritten pages to each of which I have affixed my signature this 14th day of June, A.D., One Thousand Nine Hundred Eighty-eight (1988). -1 )' 'I 1/ 1 ^ 117l LjJ 'i V 0. t~d... (SEAL) The preceding instrument, consisting of this and one (1) other typewritten page, each identified by the signature of the Testatrix, was on the date thereof signed, sealed, published and declared by RUTH N. WALSH, the Testatrix therein named, as and for her Last Will and Testament, in the presence of us, who, at her request, in her presence, and in the presence of each other, have subscribed our names as witnesses hereto. LAW O"let. NELBAKER 6 ELICKER -2- . ,- " , .' . COM110tlWEALTH OF PENNSYLVANIA COUNTY OF : 55. CUMBERLAND ) we, RUTH N. WALSH, JANET M. FORRY and PATRICIA J. THOMSON, the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as a witness and that to the best of his or her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. /} k'~l.'iJ/ 71 Zf;w~ Testatr x Witness witness subscribed, sworn to and acknowledged before me by RUTH N. WALSH, the Testatrix, and subscribed and sworn to before me by JANET M. FORRY and PATRICIA J. THOMSON, witnesses, this day of , 1988. Notary public LAW O,'IC.. 8NEL8AKER III ELICKER -( " </) ~.~ -' co ~ '/. '/. , -( -( ;~ :.- -' /. :-- , J' ....; .' ). Z <' z ,/ '/. .~ ; .- c.. ", '" ./. e( '" j co " ~ .', " t: :ii -( /0 < ~ :z ~ '.J ~ LAW OF"Cl:S SNELDAKER. BRENNtMAN 8: SPARe . ~ STATEMENT OF PROPOSED DISTRIBUTION RICHARD C, SNELBAKER, Execu10r and Accoun1ant herein, proposes to distribute the balance of the Eslale of Ruth N, Walsh, Deceased, to wit: $27,200,28 in accordance with the Last Will and Teslament of said Decedent as follows: 1. TO: SI. Slephen Lutheran Church, charitable 10% of the residuary Estate as per Item SECOND (A) of will Cash: $ 3,044,81 2, TO: Hospice of Central PA, charitable 10% of the residuary Estate as per Item SECOND (B) of will Cash: $ 3,044.81 3, TO: Judy Gavlak, no relationship to decedent 10% of residuary Estate as per Item SECOND (C) of Will Cash: $ 2,111,07 4. TO: TOBY L. FITZKEE, cousin of the Decedent 100% of the residuary of the Estate as per Item SECOND (D) of Will Cash: $ 18,999,59 TOTAL FOR DISTRIBUTION: $ 27,200,28 Page 1 . ' COMMONWEALTH OF PENNSYLVANIA) SS, COUNTY OF CUMBERLAND: RICHARD C. SNELBAKER, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Statement of Proposed Distribution are true and correct to the best of his knowledge, informati and belief, Sworn to and subscribed before me this P.1t/. day of (}c.iU-tv' 1997, &~9,~ Notarial ~'t;J~ ," \ p;rtTiQ~ J, Thom:;on, :~,)tar.,' P,.t)o,~ MCCtKlltiCSbul9 Boro, C\Jl"I'IUcrl;;!.II!J C'.lUf't\ My Commission bp'm:i OU~. 31, 1 1J;.o '.'."T'1.", P~f'Jt:ot.":'!fY1I\!~C'"_~.Aul (J "~.!1':'" LAW O"IC[B SNELD^KER. BRENNEMAN a: SPARE Page 2 ESTATE NO, 21.96.0965 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY RICHARD C, SNELBAKER, EXECUTOR OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF RUTH N, WALSH, DECEASED, LATE OF THE TOWNSHIP OF LOWER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA RICHARD C, SNELBAKER, Executor as aforesaid and Accounlant herein, avers as follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED: November 14,1996 November 26, 1996 DATES EXECUTOR'S NOTICE ADVERTISED: Cumberland Law Journal Patriot-News Co. December 13, 20, 27,1996 December17,24,31,1996 FIRST AND FINAL ACCOUNT PERSONAL TV - PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with the receipt of the Decedent's personalty, goods and chattels as Personalty Principal: PNC Trust No, 27-27.001-9207225, date of dealh value as reported by PNC Private Bank, Trustee $ 38,396,93 Less: Decendent's accounts paid subsequent to death -4,575,16 Plus: Appreciation pending distribution +2,393,85 Bethany Village, cash from personal account Bethany Village, refund of payment for services TOTAL, PERSONAL TV, PRINCIPAL ACCOUNT, DEBITS: 36,215,62 47,55 2,196.68 $ 38,459,85 LAW OrJ'ICI:!. SNELDAKCR. BRENNEMAN 8: SPARE Page 1 PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from Decedent's Personalty Account: 2/12/97 Register of Wills, Agent, estimated inheritance tax 4/01/97 Myers Funeral Home, funeral service 6/02/97 Greenawall & Co, preparation of 1996 personal tax returns 6/03/97 Register of Wills, filing fee 6/03/97 Register of Wills, Agent, balance due on inheritance tax To be paid upon confirmation of this account: Richard C, Snelbaker, personal representative fee Snelbaker, Brenneman & Spare, P. C" attorney's fee Snelbaker, Brenneman & Spare, p, C" costs advanced Register of Wills, probate fees Register of Wills, short certificate Cumberland Law Journal, advertise notice Patriot-News, advertise notice Reserve for filing fees, taxes, accounting, etc, TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges himself with the receipt of the following income from the investment of Personalty Principal: PNC Bank, interest on estate checking account TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY - INCOME ACCOUNT CREDITS LAW OfFICr:~ SNE:LDAKER. BRENNEMAN G: SPARE The Accountant claims credit for the payment of the following items from the Personalty Principal Account: TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: Page 2 $ 2,000,00 4,595,00 160,00 15.00 1,247,85 1,680.00 1,200,00 67.00 3,00 60.00 71,20 201,20 450,00 $ 11,549,05 $ $ 289.48 289.48 $ NONE $ NONE REAL ESTATE. PRINCIPAL ACCOUNT DEBITS The Accountant charges himself with the receipt of Decedent's Real Estate as set forth in his Inventory heretofore filed in the amount of: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: $ NONE $ NONE REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from Real Estate Principal Account: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: $ NONE $ NONE REAL ESTATE - INCOME ACCOUNT DEBITS The Accountant charges himself with the receipt of the income from the Investment of Real Estate Principal Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: $ NONE $ NONE REAL ESTATE -INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: $ NONE $ NONE LAW OI"FICtS SNELOAKER. BRENNEMAN 8r: SPARE Page 3 LAW O"ICC. SNELDAKER. BRENNEMAN a SPARE RECAPITULATION PERSONAL TV: PRINCIPAL ACCOUNT: Debits Credits Balance $ 38,459,85 11,549.05 $ 26,910,80 INCOME ACCOUNT: Debits Credits Balance $ 289.48 $ NONE 289.48 TOTAL PERSONALTY $ 27,200,28 REAL ESTATE: PRINCIPAL ACCOUNT: Debits $ NONE Credits $ NONE Balance NONE INCOME ACCOUNT: Debits $ NONE Credits $ NONE Balance NONE TOTAL REAL ESTATE: NONE TOTAL FOR DISTRIBUTION: Page 4 $ 27,200,28 " LrJ-II/J -.1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU or INDIVIDUAL TARES IHlI(lfll'NCI In nlvlSlll"l blPI. O'IIQbOI tlAARISIUNC. III I/1:.-0bOI l/ NOIICE or INIlERITANCE TAR APPRAISEHENI, ALLOWANCE OR D1SALLDWANCE or DEOUCIIONS AND ASSESSHENI or TAR RICHARD C SNELBAKER ESQ SNELBAKER ETAL 44 W MAIN ST MECHANICSBURG PA 11055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-29-91 WALSII II-lft-96 21 96-0965 CUMBERLAND 101 F-- Anount Re"ltt.d ~~r::t~, I[t'f.i!if~ III lhl H II' I" ", RUTII N l MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 11013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ..... il 'EV: i!;ijj-Eif -AF ji - i ii3-:97-'-- Nij'ficE--OF - i NH EiiiTANCE-''-"X - A-P iiilAis EHENT-;-m:OWANCE-i:i1i _m___ _m - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WALSH RUTH N FILE NO. 21 96-0965 ACN 101 DATE 09-29-91 TAK RETURN WAS, I XI ACCEPTED AS FILEO RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Est.t. (Schedule AJ (1) 2. Stocks end Bonds (Schedule 8) (2) 3. Closely Held stock/Partnership Int.re.t CSchedule C) (3) 4. Horta.ges/Not.. Receivable (Schedule DJ (4) 5. Cash/Sank Deposits/Hlsc. Person. I Property (Schedule E) 151 6. Jointly Owned Property (Schedule fJ 161 7. Transfers (Schedule G) 171 8. Tot.l Als.ts CIlANGED ,00 .00 ,00 .00 40 .641.16 .00 ,00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funerel Expens../Ad", Costs/Hllc. Expense, ISchedule H) (9) 10. Debt'/Ho~tg.g. Liabilities/Liens ISchedul. I) (10) 11. Total Deductions 12. Net V.lue of Tax Retu~n 13. Ch.~itab1e/Gove~nn.ntal Bequests (Schedule J) 14. Net V.lue of Estate Subject to Tax 12.142.43 .00 Ill) I1Z) 1131 1141 If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Anount of Lin. 14 16. A.ount of Line 14 17. Anount of Line 14 18. P~incip.l Tax Due NOTE: NOTE: To insu~e p~ope~ c~edit to you~ account, subnit the upp.~ po~tlon of this fo~n with you~ tax paynent. 40.641,16 T?74? 43 21.898.13 5.519.15 22.318.98 14, 15 and/or 16, 17 and 18 will returns assessed to date. ,00 K .00= ,00 K ,06= 22.318,98 K .15= 1181 .t Spousel tax.ble .t taxable at ~.te Lin..I/Class A ~ate Collate~.I/CI.ss B ~at. 1151 116) 1171 TAX CREDITS: PAYHENT OATE 02-12-91 06-04-91 RECEIPT NUHBER AA185168 AA211311 DISCOUNT I') INTEREST/PEN PAID (-I 105.26 ,00 AHOUNT PAID 2.000.00 1.241.85 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION DF AOOITIONAL INTEREST. ,00 ,00 3.341.85 3.341.85 3,353,11 5,26CR ,00 5.26CR IF TOTAL OUE IS LESS THAN '1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI. YOU HAY BE DUE A REFUNO. SEE REVERSE SlOE OF THIS FORH FOR INSTRUCTIONS.) :~ RESERVATION: [.tat.. of dac.d.nt. dying an or b.far. O.c..b.r 12, 1912 .- 1f .ny fulur. Inl.r..t in Ih. ..1.1. 1. tr.n.f.rr.d In pa.....lan or .nJay..nl to CI... I tcall.lar.l) b.n.flcl.rl.. of the dacadant aft.r the a.plratlan of .ny ..tat. for llfa or for ya.r., the Co..onw..lth h.r.by ..pr...IY r...rv.. Ih. right to .ppr.i.. .nd ...... tr.n.far Inh.rltanc. T.... at Iha I.wful CI..s I (coll.tar.11 ral. on .ny .uch future Intere.l. pURPOSE or HOTtCE; To fulfill tha require..nl. of Sacllon 2140 of Iha Inheritance and [.t.t. 1.. Acl, Acl ZI of 1995. (12 P.S. Sactlon '140). PUKENT: Dal.ch Ihe top portion of this Nalica .nd .ub.11 wllh your pay..nl to Ihe Ragl.ter of Wills printed on tha rev.r.a slda. --H.h chack or .onay ord.r p.yabl. 101 REGISTER OF MILLS, AGENT REFUND (CRII A r.fund of . I.. cradlt, which was not r.qu..t.d on Ihe T.. Aalurn, aay b. raqu.sted by coaplating an "Application for Refund of Penn.ylvanla Inharltanc. .nd E.t.t. Ta." IREY.l]I]I. Application. ar. .v.ll.bl. .t the Offlca of the R.gl,t.r of Will., .ny of the 2] Ravenua DI.trlct Dfflca., or by c.lllng the .pacl.1 Z4-hour .n.warlng .arvlc. nuab.rs for for.. ordarlng: In p.nn.ylv.nl. 1-100.362-2050, out.ld. Pann.ylvanla and within 10c.1 H.rrlsburg ar.. C117J 111-1094, IDOl (117) 77Z.2252 ut..rlng I.p.lred Only). OIJECTtONS: Any p.rty In Int.ra.t not .atl.fl.d with the .ppr.I...ent, .llowanc. or dl..llow.nc. of d.ductlon., or ........nt of t.. (Including dl.count or Inter..t) .. .hown on thl. Notlc. au.t object within .I.ty (60) day. of rec.lpt of thi. Notice by: ..wrltten prate.t to the PA Dep.rt.ant of R.venu., Bo.rd of App..I., Dept. 211021, H.rrl.burg, PA ..alactlon to h.va the ..ttar d.t.r.lned .t .udlt of tha account of the person.l rapre.ent.tlv., __.pp..1 to the Orph.n.' Court. 1712I-to2l, OR OR AOHIN ISTRnlVE CORRECTIONS: r.ctu.1 arror. dl.cov.rad on thl. ........nt .hould b. .ddr....d In writing to: PA a.p.rt..nt of R.v.nu., Bur.au of Indlvldu.1 T..a., ATTN: po.t A.......nt R.vlew Unit, a.pt. 210601, H.rrl.burg, PA 11128-0601 Phon. (717) 717-6505. Saa p.g. 5 of the booklat "In.tructlon. far Inharlt.nca Ta. Raturn for. Re.ldent O.ced.nt" IREY-1501) for an ..pl.n.tlon of adalnl.tratlvalv correctabl. arror.. DISCOUNT: If any t.. due I. p.ld within thrae IS) c..endar .onth. .ftar the dacad.nt'. d..th, . flv. parcant (5%) dl.count of the ta. paid I. .llowad. PENALTY: Th. 15X t.. a.na.ty non-participation p.nalty I. co.put.d on the total of the ta. .nd Int.r..t .......d, and not paid bafora January II, .996, the flr.t day .ftar tha end of the ta. ..n..ty p.rlod. Thl. non'partlclpatlon p.nalty I. .pp.alabla In tha .... .ann.r and In the tha .... tl.a parlod .. you would .pp.al tha ta. and Intara.t that has baen ...a..ad .. Indlc.tad on thl. notlc.. INTERESh Inter..t I. chargad baglnnlng with first d.y of delinquency, or nine (9) aonth. and ana (1) day fro. tha data of d.ath, to tha data of p.y.ant. Ta.a. which bac... dallnquent b.for. J.nu.ry ., 1912 be.r Intar..t at the r.t. of .1_ 16%) p.rcant par annul calculatad .t a d.lly rata of .000164. All ta... which b.ca.. dallnquant on and .ftar Janu.ry 1, 1912 will baar lntarast .t . rat. which will vary fro. c.landar ye.r to calandar ya.r with that rat. announc.d by the PA Dep.rt.ant of R.v.nua. tha .ppllcabla Intara.t rata. for 1912 through 1997 are: '!!!! Intara.t R.ta O.lIy Intarnt Factor !!!r Internt R.ta Dally Tnt.ra.t F.ctor 1911 20% .000541 1911 .. .000lU 1981 16% .000431 19SI.19'l1 llX .DOOlDl 1914 llX .000301 19'12 .. .0002'" 1915 UX .000156 199]-19'14 n .000192 1916 10:C .OO0l7t, 19'15-1997 .. .000247 ulntara.t I. calculatad .. follow.: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice I..uad .ftar the t.. b.co... dallnquent will r.flect .n Int.ra.t calculation to flft.an 115) d.ys bayond the data of the a..a...ant. If pay..nt I. ..da .ftar tha lntara.t coaput.tlon d.ta .hown on tha Notlca, .ddltlon.l Intare.t au.t ba c.lculated. 15- ) 1'/ - 7 BUREAU OF INDIVIDUAL TAMES INlt:RIfAHCJ. lAX DIYISION DEPI. 210"01 tWtRlSIURG, PA 111711-1601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' 1"-16"" ,,, III.'" CHARLES E SHIELDS III 6 CLOUSER RD MECHANICSBURG PA 17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-23-1998 BRIDGE 11-22-1997 21 97-0965 CUMBERLAND 101 T1IELMA E Allaunt H..l tt.d " ", MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTEl To insure proper credit to your account, sua-it the upper portion of this fonn with your tax pay..nt. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEY:il.-oTEX-AFP-iiij":m-------..ii-iiiiiEiii'fANC'E-TAX-STAfEiiENT-OF-iiccoiiN'f--ii..--------------------- ESTATE OF BRIDGE THELMA E FILE NO.21 97-0965 ACN 101 DATE 11-23-1998 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWH BELOW IS A SUHHARY OF THE PRINCIPAL TAM DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AHD. IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-19-1998 PRINCIPAL TAX DUEL 10.864.88 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-18-1998 AA269766 543.24 10.687.50 08-25-1998 AA296587 .00 85.00 11-06-1998 REFUND .00 450.86- TOTAL TAX CREDIT 10.864.88 .00 .00 BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL IHTEREST. ( IF TOTAL DUE IS LESS THAH $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR). YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORK FOR INSTRUCTIONS. I PAMHTl DatKh the top portion of this Notlc. and ..-11 with your paYlMW1t -.de payable to the n-. ... addra.. prInted on the rever.. .Ide. .... If RESIDEHT DECEDENT .... dMck or -.nay order paYabl. to: REGISTER OF WILLS, AGENT. -. If .-RESIDENT DECEDEKT .... check or ltDnay order payable to: COHHOHWEAL TH OF PENNSYLVANIA. REnIHD ICRh A r.flnt of a tal( credit, which 1lf8. not reque.tlMf on the Ta. R.turn, ..y be reque.ted by cOllPl.tlng an -applIcation far Raflnt of P8nnsylvenla Inheritance end E.tat. Tal(- (REV.1313). applicatIons ar. BY.Ilabl. at the Office of the Regl,t.r of WIll., any of the 2J Revenue DI.trlct Offlc.. or frDa the Dapartaent'. 24.hour an,warlng ..rvlc. nuabars for fora. orderIng: In Penn.ylvanla 1.100.36Z.Z050, out.lde P8nn.ylvanl. end Mlthln local Harrlsbura ar.a (717) 117.8094, TOOl (717) 77Z.ZZS2 lHaarlng IapalrlMf only). REPLY TO: Question. reg.rdlng .rrors contained on this notlc. should be addr..Hd to: PA Dapartaant of Rev....., aur.au of Individual Tal(as, ATTN: Post A....saant Revl.w unit, Dept. Z8D601, Harrl.burg, PA 17121-0601, phone (117) 717.6505. DISCCUfT : If any ta. due I. paId within thr.. (3) cal~r ~ths after the decedent', death, a flva parcent 15%) discount of the tax paid 11 allowed. PENALTY: The 15X ta. .--sty non.partlclpaUon penalty Is c~tad on the total of the talC and Intar..t ......ed, end not paid before January II, 1996, the flr.t day aft.r the and of the tal( eana.ty period. INTEREST: Intarut 11 charged beginning with first day of dal1nquancy, or nIne (9) aooths ... OM U 1 day fr08 the data of death, to the data of p.yaent. Ta.a. which bec... d.llnquent before January 1, 191Z bear Intar.,t at the rat. of .1. (6%) percent par annua calculated at a dally r.t. of .000164. All t.... which bee... delInquent on and aft.r January 1, 191Z will bear Int.r..t at a rate which will vary frDa calendar y.ar to ~l.ndar y.ar with that rat. announc.d by the PA Dapart-.nt of Rev.nue. The appllcabl. Int.r..t rat.. for 191Z through 1991 ar.: Y.ar Interut Rat. Dally Int.r..t r.ctor Yaar Int.r.st Rat. DeUy Int.rut ractor I9AZ ZOX .000548 1987 9X .000247 19U 162 .000438 1988-1991 IlX .000301 19M IlX .000301 1992 9X .000Z47 1985 132 .OOO3S6 1993.19904 T< .000192 19... lOX .000Z74 1995-1991 9X .000247 --Int.rast I, calculated a. follow.: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR -.&ny Notlc. I..ued aft.r the ta. becoa.s delinquent will r.flact an Intare.t calculation to fifteen 1151 day. bayond the data of the .....uant. If pa)'Hnt 11 aad. aftar the Int.rut co.putaUon data .hown on the Notice, additional Int.r"t ~st be calculated. I STATUS REPORT UNDER RULE 6.12 Name of Decedent: Rllth N. Wnlnh Date of Death: 11/14/96 Will No. 21-96-0965 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 above-captioned estate: 1. State whether administration of the estate is complete: Yes No X i I , , . i 1 ,; 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: approx 9 months 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 -I i I I b. The separate Orphans' Court No. (if any) for the personal representative's account is: Ii ~! I i .i 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 ay be filed with the Cerk of the Orphans' Court and may be .t ch 0 this report. Da te: 10/25/99 Si re Richard C. Sne1baker Name (Please type or print) 44 Vest Main street Mechanicsburg, PA 17055 Address (717) 697-8528 Te 1. No. Capacity: X Personal Representative Counsel for personal representative (HAH: rmfl AM3) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Ruth N. Walsh Date of Death: ll/H/96 lo1l11 NO'_21-96-0965 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 above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal repreSentative reasonably believes that the administration will be complete: J. If the answer to No. 1 is Yes, state the fOllowing: a. Did the personal representative file a final accOunt with the COurt? Yes X No I i 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 y be filed with the Cerk of the Orphans' Court and may be t 0 this report. Date: 8122100 ,-", r'-" r" L-' L) Richard C. Snelbaker Name (Please type or print) ~~ West Main Street Mechanicsburg. PA 17055 Address cO: .... c> ;:; . ~ ," - - ~ ''If'.. -~ 1717 I 697-8528 Tel. No. Capacity: Personal Representative Counsel for personal representative (MAH:rmf/AMJ) '--,.