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Home My WebLink About96-00971 PETITION FOR PIWIIATE mill (; RANT OF LETTERS ESlllle of IIlso kllOl\'1I CIS William II. Olin No 21.IJ(i.U97I Tn: Hegi'ter nf Will, I'm Ihe County nf ClIllIherland inlhe Cllllln\lJllwcallh Ill' l'enn,>lvania Sodal Sl'('ufir.\' Ntl, 1(,0.1(,.0749 The petilion of the undersigned respectfully represents Ihat: Your petitioner(s). who is/arc III years of age or older and Ihe executors in the last will of Ihe above decedent, daled April 24, 1995 and codicil(s) dated N/A M. Corinn~ OIlO died November 5. 20U2 named (slale re evenat Circumstances, e.g. renUnClallOn, call 01 executor, etc.) Decedenl was domiciled at death in Cumberland with his last family or principal residence at Pennsylvania 17U65 (South Middleton Townshi ) ( 1St street. num County, Pennsylvania. 724 West Pine Street, Mt. Holly Sprin~s Decedenl, then at Nnv, I, 1996 Dec~dent at death owroed property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of r~al estate in Pennsylvania situated as follows: South Middleton Tnwnship. Cumberland County, PA $ unestinmted $ $ $ unestimated Totul: WHEREFORE, pelitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and th~ grant of letters administration d.b.n.c.t.u. (testamentary; adnlltllstrallon c.I.a.; adlllllllstration d.b.n.c.l.a.) \. . :/'d, t, iff) I.J) Olert urr ~ 1 oorc an venue Mechanicsburg PA 17055 Mt. Holly Sprin~s,l'A 17U(,:l ~,)Christian Harper Ollo,l'.U.llox 47. Mt. Holly Springs.PA 17U(,5 ~?i",~' ..K~.,.~ d.6c- UA iti Ot, ,Vf:t{~UNAL lU~IIWSI~N 1 A 11 V ~ COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or aflirm(s) that the statement in the foregoing peition arc true and correct to the best of th~ knowledge and belief of pclitioner(s) and that as personal represen- tative(s) of the above decedcnt petiti,.mer(s) will well and truly administcr the estate according to law. Sworn"" ~[fi'm'd ",d "",,,'1<" f~/~~$; . before me tillS lJ L h day of - .~ 'r'~ ' ~:f!t '{j-~ November,2U02 . ..;",' - . . .. ' ~~~.~~1E~'~'~) - ' f~ He 'Isler 11- - , -. II ii. Thi... I... III u.nil} ,!l.ll tilt' 1I1hJllll,lllllll hclt, ~I\('II I'> lHllt\lh ("1'11'11 "11111 .11l Ifll,l'lll,t111'lllfll.lfl' III dt'.llh 1111))' fill-II ""lilt IIIl' ,I' 1,1I1.lllkgl'lI,H Tin' III 1,1-:111.11 I {'nllll,III' \\ 111\1'\. Illl \\ .LI,lt.1 1" lllt' ~l.Ill \"ll,d Hllllltl.. (HII\(' 1111 perm.IIll'1I1 tiling. WARNING: It Is 1II0gallo duplicate this copy by photostat or photograph. Fn' 101 ,hi.. (1'flllli-lll', $.1,0(1 ~,E1:\;M ~. ~~~~~:!~ 1.11....11 Hl',I.,:i"lu;tf 3959631 rwv, ',. 199b _.~---.__.--- -- --- No, [),1I0 MIOlIU'-"'/1f COMMONWEALTH OF PENNSYLVANIA,. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH "'" '''' MoU.IIOl'occtot ,na___~ " William H. Otto AGC.....M"dfrI 1,IIIIOl'" - ... r. Malo twtn.r....-" toew.IlCUlWn_ll11 . 160 _ 16 _0749 :,tlgyO;::;''!r.ii :"I99h - . UOIDII'IIOM -I- I OoGIOl'....T14 JUrr.""'- t017 '~ICI'r_ .......,.....c.o..." Ml HOlly Sprlngt, PA "-"CIClfDl/ll"~ ___.-........"'__ """"" -m ._0 :::"0 79 '" AI " Cumberland . " ",......''''...._.....___1 Cerllsle HospllBl CBlllsle AgrlC\Jllure , tlIc;rDlNT,WAU<<)IoDOf\I..(liIrtIa~."', l"c.ootI DC "IT U _<11__.....""::1_ FdfmHl'......-....st ..... SlIIn "'OICLOl"'IYl"'" U.",...,..O'MCUf _O..'l'!l PA DlCltlt..'.1DUCA!1Ol't YAIlI.......WUl._ --- Ma1lllllf- -'"""" f1_...._....... 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I'.._..NI......"".......".....".......".."....""....,,,.......,,,............,,.""."."............ ..~. 11'1\ I') -~~~::'&Q ~,\,...I,OI 21 - 96- 971 REGISTER 01<' WILtS 01<' COUNTY OATH 01<' SUnSCRUUNG WITNESS KRISTA KING XWHilX (~iYQhlI a subscribing witness 10 the will presenled hercwilh, (each) being duly qualified according to law, depose(s) and say(s) thai SHE WAS presenl and saw WILLIAM H OTTO the lestal OR , sign the same and Ihat SHE signed as a witness allhe requesl of teslatJl!L... in hIS presence and (in Ihe prescnce of each olher) (in Ihe presence of Ihe olher subscribing wilncss(es)). ~~Na~' L 5' .Do ,;u< r ~ (Address) fA I? 01.3 (Nam~) (Add,ess) REGISTER OF WILLS OF COUNTY OATH OF NON-SUnSCRIIIING WITNESS '- of (one of Ihe ~being duly qualified according 10 law, d f miliar with Ihe signalure of /codicil he will e(s) and say(s) Ihat teslal presented herewith and codicil l~e on Ihe will is in Ihe handwriting of ~ 10 Ihe besl of believe: // / kno~e and belief. thai Sworn 10 or affirmed a me Ihis subscribed before day of 19_ ./ (Add,ess) R~gisle' (Name) (Add'l!ss) <;J' r, ( . ~ N ," cc.-." :#) ":l no LAST WILL ANI> TESTAMENT OF WILLIAM II. OTTO I, WILLIAM II. 0'....0, of Soulh MilllllelonTown~hip(lllailingalllll'e~~: p, O. Box 47, Mt. tlolly Spring~, Pennsylvania 17065l. Cumherlanll Counly. Penn~ylvania. heing of ~ound and lIisposing mind, memory anllllllllerslanlling.lIo herehy make. puhlish 1II1ll1leclare Ihis as and for my Last Will anll Te~tmllent herehy revoking anllmaking voill any 11I111 all Wills hy me al any lime heretolill1: malic. I. 11Iireetmy hereinafler namell personal repre~enlativc~ 10 pay all of my just dehls ;1I111 funeral expenses as soon afler my death as may he founll eonvenienllo 110 so. I further directlhal all inheritance, Inmsfer. succession. eslUle anll dealh taxes which may he payahle on aecounlof my dealh shall be payahle from the residue of my eslale regurdless of whelher the assels upon which such taxes arc hased arc included in my prohate e~lUlc, 2. All of Ihe furniture and household furnishings in the house occupied by my wife, M. Corinne 0110, and me arc owned jointly by me with her as tenants by the entirety. I give and bequeath to my wife. M. Corinne 0110, all of my c1olhing. jewelry, personal affecls, all of my other articles of personal use and mlornment, and all of my automobiles kept for fmllily or personal use if she survives me, otherwise to my surviving children to be equally divided among them as they may determine, but if they fail to agree upon such division wilhin a period of ninety (90) days after my death, then as my personal representatives shall determine. 3. If my said wife, M. Corinne 0110. survives me. I give, devise ;lI1d bequeath all of the rest, residue and remainder of my estate, real, personal and mixed. and wheresoever Ihe same may be situate, to my hereinafler named Trustee, ils successors and assigns, in trust, but not more than the maximum amount of my estate which will exhaust the unilied credit for federal estate tax which is currently $600,000.00, plus such additional amounl of my eslale which will exhaust the credit for federal estate tax given for death taxes paid 10 the Commonwealth of Pennsylvania on my estate, said Trustee to receive and to invest the same, and to pay the income arising therefrom to or for the benefit of my wife, M. Corinne 0110, at regular intervals at least annually, so long as she shall live and upon her death if she survives me, or upon receipt of this trust fund by my Trustee if she docs not survive me I direct the same shall be distributed as follows: $7,500.00 shall be distributed to each of my seven (7) grandchildren provided each of them shall survive both my wife and me, their heirs and assigns, they being James Alan 0110, Brell Robert OliO, Troy Danicl 0110. Cam Eileen. Baer, Cayle Dennine Swindler, Jennifer Jane Herman, and Michael Christian 0110, and the balance of the corpus of said trust I direct shall be distributed in equal shares to my three (3) sons. their heirs and assigns, they being Dean William OliO, Robert Harry 0110, and Christian Harper OliO, their heirs and assigns, but should any of my said three sons fail to survive both my wife and me, then the share such deceased son would have received shall be paid to such of his then living issue, per stirpes. their heirs and assigns, and if there be no such issue then the share such deceased son would have received shall lapse and be added to the share or shares of my other sons, per stirpes. 4. In the event my wife, M. Corinne 0110. shall fail to survive me, then I direct that all of the furniture and household furnishings and tangible personal property generally shall be sold at public sale by my hereinafter named Executors, at which sale my Executors and all other family members shall be authorized to bid in addition to the public generally. I further direct that each of my Ihree (3) sons and each of my then living grandchildren shall be given a credil of $500.00 each. to be applied by each such person to the total cost of articles purchased by such person at the public sale, which credit to the extent exereised shall be deemed a bequest to each such person. 5. All of the rest, residue and remainder of my estate, real. personal and mixed, and wheresoeverthe same may be situate,l give, devise and bequeath to my hereinafter named Trustee, its successors and assigns, in trusI, for the uses and purposes hereinafter set forth. This trust fund shall be called the "Residuary Trust" and shall be divided, held, adminislered and disposed of as follows: a) If my wife. M. Corinne 0110, survives me, then during her lifetime my Trustee shall distribute to or for her benefit all of the income of the Residu;lry Trust, at regular inlervals at least annually, and in addition shall pay to her from the principal thereof whatever amount or amounts from time to time she nmy request. b) Upon the death of my wife. M. Corinne 0110, if she survives me, or upon receipt of the Residuary Trust fund by me Trustee if she docs not survive me. the Residuary Trust. as then constituted, shall be held, administered. and disposed of as follows: Page I of 4 Pages , CL, L(;( ,'I I i I / / (j-/>i - . - (I) My Trustee shall distribute $10,000,00 to each grandchild of mine living at the time of my dellth. At the present time I hllve lhe following seven (7) grllndehildren: JlImes Ahut Olio, Brett Rohert Olto, Troy DlIniel Otto, ClIm Eileen Uaer. Cayle Dennine Swindler, Miehllel Christian Olio, and Jennifer J. lIermlln, (2) My Trustee shall divide the hlllllnce of the lrusl properly into equlll, sepllrule shares so as to provide one ( I ) shllre for ellch child of mine living at the time of lilY death or at the lime of my wife's death, whichever shall he 11Iter, hut if any of my three (3) sons shllll he deceased lInd shall have left issue surviving him, the shllre lhlllthe deceased son would have received shall he allocated to his issue. per stirpes. mill held for the henelil of such issue, per slirpes, The share or portion of a shllre alloellted to each heneliciary shall constitute mill he lIdministered as a separute lrust. Sepllrute hooks and records shall he kept for ellch such trust hut il shall not he necessary tlmt physical division of the assets he 1l1<Ide as to ellch trust, The income and corpus of each trusl shllll be held, lIdministered. and disposed of as hereillllfter provided, (3) My Trustee shall distrihute to or for the henelit of the heneficiary of each Residuury Trustllll of the income and so much of the corpus of the share of such helleliciaryas my lrustee, in its sole discretion, shall cOllsider necessary or advisahle for the helllth. support, education 1I1ld general welfare of each such heneliciary until such beneliciary attains 21 years of age. (4) Whenevcr any beneficiary lIl1ains 21 years of age, or if such age has been allained, my Trustee shall pay and transfer to him or her absolutely all of the income and corpus of lhe share of such beneficiary or so much thereof as shall not have been applied or distributed prior thereto, but if any beneficiary shall die before allllining 21 years of age, then such undisposed of property shall bc paid and transferred to the issue of such beneficiary, if any, in equal shares, and in the lIbsence of issue, such undisposed of trust property shall be paid and transferred, in equal shares, to any of my other grandchildren surviving such beneficiary. Any shllres so payable to a surviving grandchild of mine under 21 years of age shall be paid and transferred to my hereinafter named trustee and be held by such trustee as an addition to the hereinbefore established trust fund for each such surviving grandchild. (5) Whenever pursuant to the provisions of this Will all or any part of a distributive shure of a Residuary Trust shall be payable to a minor, title to the share of a minor shall pass to him, until he shall allain 21 years of age and in the meantime such share or trust fund shall be held by the Trustee or a court-appointed Guardian. if the Trustee is unwilling to assume such responsibility, until such minor attains 21 years of age. The fiduciary holding such fund shall apply all or such part of the income and principal as the fiduciary in his uncontrolled discretion may determine to the support, education and maintenance of such minor. The authority conferred upon such fiduciary by this paragraph shall be construed as a power only and shall not operate to suspend the absolute ownership of such property by such minor or to prevent the absolute vesting thereof in such minor. With respect to the administration of any such property which shall vest in absolute ownership in a minor. and which shall be held by such fiduciary as authorized in this paragraph. such fiduciary shall have all the powers set forth under the provisions of puragruph 8 of this will be exercised in the manner set forth in such paragraph. 6. Any shure or portion of a share of any trust created hereunder, or any other property of mine that is not disposed of under any other provision of this Will, shall go and be distributed to my hears-at-law. 7. I direct my Executors to payout of the property which would otherwise become a part of the Residuary Trusts, hereinabove established, all estate, inheriwnce, transfer, and succession taxes, including interest and penalties thereon. which may be lawfully assessed by reason of my death. I hereby waive on behalf of my estate any right to recover any part of such taxes. interest, or penalties from any person, including any beneficiary of insurance on my life and anyone who may have received from me or from my estate any property which is WXlIble as a part of my estate. 8. In addition to the powers conferred by law. my hereinafter named Executrix and Trustee arc empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same arc authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks. bonds. or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger. consolidation or reorganization of such corporations: to consent to Ihe lellsing, mortgaging or sale of the property of any such corporations; to make lIny surrender, exch.mge or substitution of such stocks, bonds or other securities as an incident to the merger, consolidation or reorganizlltion of PlIge 2 of 4 Pages /, d'(' ~1.I'1 // {~ ,l/ 4 . such corporations; to pay 1I1111ssessments, suhscriptions and other sums of money which may be dccmed wise and expedient for the protection mill maintenance of the proportionate interest of the investment in such corporations; \\I exercise any option or privilcge which may he conferred upon the holders of such stocks. honds, or olhcr sccllrilies of sllch corporations eithcr for the convcrsion of the same into other securilies or for Ihc purchase of additional sccurilies, and to makc any and all necessary payments which may he re(luired in conncctionlherewith; and generally to have und exercise us to ull such stocks, hOlllls alii olhcr sccurilics.thc powers of un individuul owner who is under trust ohligution. c. To hold the trust corpus in one or more consolidaled funds in which separate shmes shall huve undivided interests. d. To scll at puhlic or privule sule for cush or upon credit, or partly for cush and partly on credit, and upon such lerms and conditions as shall he deemed proper. any part or parts of the trust estate, and no purchaser at any such sale shall he hound to inquire into the expediency or propriety of any such sule or to see to the upplication of the purchuse moneys arising therefrom. e. To keep on hand and uninvested sllch money as may he deemed proper and for such period as may be found expedient. f. To compromise, seltle or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties. to employ counsel and to determine and to pay such counsel reasonablc compensation which shall bc charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expcdient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to anyone or more of such shares, and to that end may appraise any or all of the property so to be uIlolted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allolted shall be final and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. Authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. 9. I hereby nominate, constitute and appoint my wife, M. Corinne alto, as Executrix of this my Last Will and Testament, but should she predecease me or fail to qualify or cellse serving as such, then in such event I nominate, constitute and appoint my three (3) sons, Dean William alto. Robert Harry alto and Christian Harper altO, or any of them, as co-Executors. 10. I hereby nominate, constitute and appoint PNC Bank. N.A., and its successors, Hampden Township, Cumberland County. Pennsylvania, as Trustee hereunder. 11. All powers, duties, and discretionary authority granted to my Executrix, co-Executors and Trustee hereunder, or their successors, may be exercised by them without posting any bond. without obtaining any order from or approval of any court, and without any notice to or consent of anyone. 12. If any provision of this Will shall be unenforceable, the remaining provisions shall nevertheless be carried into effect. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament wrilten on four (4) pages. this 24th day of April, 1995. (///" '//I( /J (( ~'(SEAL) WITtlUm H. alto Page 3 of 4 Pages z o 3 :J l- ii: < o W 0: REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ,"...nll'lIt'l G I!j -1/..13- ({ COMI,lO~M1.Al'tt PfNNsnVAUIA O[flAm~nH or Rrv[P4ur {)[fI' 1fn'101 HA.RRI'iIU/lU; f'A 111 ~ ;0' DIC(O"lTSti-V.lIl\ASI.,mSI. AMlUOOI( J'j1!!4J. t u.... .bI.-. till' .'..".......d\ I- Z W C W o W C OTTO, WILLIAM II. GOCLIt ftlCI.J(ITYN.J.IIIlH VAil ()I lltA11f 198- 10 - 4686 fill. kUWIIlH 2J-!J1i-U71 ~lW"'" ~.~...~-~--...,.. IJATlIJt tUII'! II I U1 I I UUli U7 I 07 I 1917 (If N1\K'.All.(}SlfMW<<)SI'OU~SN.AUL (U51,fIHSI.N<<JUlOOlllPmA,l., !.OClAi ~Ct"II1'" MlJtllH litiS RlTURN MUST DE fiLED IN DUPLICAtE WHit w[ Otto, M, Corinne J U8 - 1 U - 4686 REGISTER OF WILLS [X) 1, Ongin..ll Return 0 2 Supplement" Hp.lum 0 3 Remainder RctumI4Ml!cJOfA"lP!l:YblO'.131111 o 4 limited Estate 0 4a Future Interesl Compromise (d..d~~ftf 1111~11 0 ~,Federal Estale Tax Return Required 00 6 OcaldenlDied Te.slale I"'""",d WOj 0 7, DccedentMJ~Ll,ned. LN"'!l Trus' I.....""'d I"'Q Jl 8 Tolal Number or S.le Depos,t Bo,es o 9, LItig.bon PmceedsReceived 010, SpousalPovofty Crcd~I"'d""_Il,"" """'51 0 11. Election 10.... unde,Sec, 9113(A)I^"",,"'0) THIS SECTION,MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME CQI.IPlllE LWlING,IOORES5 Robert M. Frey 5 South Hanover Street Carlisle, PA 17013 " Real Estlle (Schedule Al 2. SIDd<s and Bond, (Schedule B) 3, Closely H.1d Co<porabon,Par1nership Of Sole-Proprielo"hip 4. MoI1gage.s & Noles Receivable (Schedule D) 5. Cash, Bank 0ep0sIts & Misa!1Ia"""'!S Pe""",,' Propcfty (Schedule E) 6, JoInlly CNmed Propcfty (Schedule F) 7. Inter.Vivos Trans/.IS & M'tSCellaneous Non-l'robate Propefty (Schedule G Of L) 8, Total GronAu.1s (lDta/LInes 1.7) 9. Funeral Expenses & Admlnls1lative Costs (Sdlcdule H) 10, DeblsolDeceden~~ageUabWlies,&Uoos(SdtedUIeI) (10) 11. Total Dedutllonl (Iotal lites 9 & '.0) ", ',I", ' (1) (2) (3) (4) (5) (6) (7) ,~ to, ,P. 17 ,,; (::: :::::J$' " n '.~ 0 . " , -, - ~ \";j" ':.:>- r ',' 12. Net Valul of Estata (Ule8 rrlnus line 11) 13, Charilableand Governmental Bequesl>lSec9113 Tl1JSls forwf1ich an eleclion 10.... has 001 been made (Sd1eduie J)'l' 14. Net Valua Subject III TIX (Ule 12 minus line 13) 15, Amounl 01 Ii1e 14laxable '.':' ,'; '/ J., '7.,? 3 1 atlhe,pousalturale ',~." .,\.~, (Q ""'.. I .tJ ~ (J X '.0 See Instructions on reverse side lor eppflCBbIe percenlage 16. Amounlofline 14.....ble '. I 'J 3 ~ 816% rate I -'l , (i (i / ~ X 17, Arnaunlofine 14laxable '. ,',' 8115% rate X ::. I -, .,....;..~~ ,oN." OOO.OCJ 1'1'1 ,3,& f:: l(:<, 'I I /. I '.:'; t/'1 ') '. .., ".J ;'J !?. (9) I -' / <I if 5'". .3 ~ '---...:......--.-- (8) , 7, 0 :r , 3 S 6, t1 f .:( 7,S.:U~.3 'f (11) '" ,(, . (12) ".. (13) j;.. J< ,7,5' .:< I:.> . .3 '/ ; ~ 1 '/ ,. ? ~ f ': 1 tJ ... '.... ... .'.'- ' '. (14) I~ 11, 7d f.1 tJ (15) tJ.OCJ ,06 (16) ,7':<O.tJ7 ,15 (17) (18) , 1 .:<O,tJ 7 DATE July .A. 1998 DATE July A , 1998 Decedont's COlllp1eto Addre55: -~;TIitTI.Mi[l!il-:-;:"-'----- __d 72,\ West Pille Street ----.--- -'- - ------- ... .-. \.Il'I' __~1_~, l1oI1L~P~~11~5 .l-"~~-I! P^ \ ,'" .-.---.- - 17065 - .-...-...------- Tax paymonts and Crodits: 1 Ta,Ouo(l'a90 I Lillo 18) 2 Cred,ts/Payments A, SpOusal povertyCred,t _--------. 0. Pnor Payments C Discount (I) _-------. 72ll.ll7 -----------..-- 11'11;11 Cfl"l!il') (f~ . 0 . C I {II 3 IntcresVPenally if appl,c.,~le 0, Interest E, Penally TotallnleresVPenally (D' E I (3) 4, 11Iine 2 is greater than line 1 + line 3. enter the d,fference, ThiS IS the OVERPAYMENT. Check box on Page 1 Line 19to request. refund (4) 5, II line 1 + line 3 is greater than line 2, enter the differen::c This is the TAX DUE. (5) A, Enter lhe Interest on lhe tax due, (SA) B. Enter the totalofUneS + SA, This is !he BALANCE DUE. (56) Make Check Pa able to: REGISTER OF WILLS, AGENT 720.07 61.89 781.96 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X"IN THE APPROPRIATE BLOCKS 1. Old decedent make a transfer and: Yes No a. retain the use or Income of the property transferred; ........................................................,.... 0 [] b. retain the right to designate who shall use the property transferred pr its income; ................ 0 [] c, retain a reversionary Interest; or...................,.........................................................,............... 0 [] d. receive the promise for life of either paymenls, benefits or care? .............................,...........0 [] 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideralion? If death occurred aller December 12, 19B2, did decedent transfer property within one year of death without receiving adequate consideration? ......................,......"....,..,......,...............,......,......................,.. 0 [] , 3. Old decedent own an 'in trust for" or payable upon death bank account or security at his or her death? .........,.................................................................,.......................................... 0 [] 4. Old .decedent own an Individual retirement account, annuity, or other non-probate property?.... ~ 0 IFTHE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES; YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 1'.5. !l9116 (a) (1.1) (I) provided for the reduction oftha tauate Imposed on the net value of transfers to or for the use ofthe surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1,1995. 72 1'.5. !l9_1,'6 (a) (1.1) (Ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving spouse from 3% to 0% for dates of death on or aller January I, 1 995. The stalute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assels and filing a tax retum are slili applicable even If the surviving spouse is the only beneficiary. FOR DATES OF DEATH ON OR AFTER JANUARY 1,1995. Please answer the following question by placing an 'x'ln Ihe appropriate space. Old the decedent create a trust or similar arrangoment which Is solely for the surviving spouse's bene!il for his or her entire lifetime? Yes 0 No 0 If you answered yes to the above question, Ihe tax on the lrust or similar arrangement is postponed unlit the dealh of the second spouse, at which time It will be fully taxable at the rale(s) applicable 10 the remainder beneficlary(ies). Enter the value of the trust on Schedule J. Part II, In order to remove it from lhe calculation of the tax due In this estate. You may wish to file Schedule 0 in order to make the election available under Section 9113, If the election is made, the trusl or similar arrangement is taxed In the eslale of the first decedent spouse, the portion 6f the trust or similar arrangement which benefits the surviving spouse Is taxed at the zero tax rate, and the remainder is laxed at the rale(s) applicable 10 the remainder beneficiary(ies), If you choose to make Ihe election, you must attach Schedule 0 10 a timely.fiIed tax relurn. along wilh Schedule(s) K andlor M in order 10 show the apportionmenl of the trust or similar arrangement between Ihe surviving spouse and the remainder beneficiary(ies), IItY.UOl Ut l1'1-1$1 ^~'J~:9(\ _~,Urooo COMMONW(Alltt 0' 'INNi'flV,",UA INtiUllANCI fA' R(tURN _(SIOW10IClD(H1 SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER wllllnm 11,0'1''1'0 2H16-!J71 (P,op.r1y lolntly-own.d wllh Righi 0' Su'.lvonhlp mu.t b. dIIClo..d on S,h.dul. FI All ,.al..tat. .hauld b. ,.parl.d at fair ma,~.t .alu. whl,h I. d.fln.d o. tho p,I,. at whl,h p,op.rty would b. ..,hang.d b.lw..n a willing buy., and a willing ..11." n.llh., b.lng ,amp.lI.d ,-!.!>.".y.a! ..11, .bol~.havlng r.o.onabl. ~nowl.dg. 0' Ih. ,.I..ant '0'1.. ITEM NUMBER VALUE AT DATE OF DEATH DESCRIPTION 1. One-half interest in 82-acre farm in South Middleton Township, Cumberland County, Pennsylvania One-half interest in 15-acre mountain land in Dickinson Township, Cumberland County, Pennsylvania 10,000.00 250,000.00 2. TOT.~L (Also enler on line 1# Recapilulati~n) (II more space is needed. i"se,' addi'ional sheots or somo size.' S 2~O,,_~~0 ~_~_~ /1, ;/1) I 0, / 11." , . I""",".p, .IU'"'' ,/It.,I. (-)Jr,,/': "I"~r.( J'n,',' . ,/1,/ 93 ENCKS MILL ROAD 17013 Phon.: (7171243.5102 m n(A'lOne NO\,{,lIIhl'r I 'J, I 'J'Jf1 I::reclllrix l?l1he I:'slale 11t'lI'il/lIlI/l II, ()1I0, c!l'cl'tlsec! C/O Roherl M Frey, I:'sl/lIire 5 SOlllh HallOl'er ....'Ireel Carlisle, PA !70 13 RI:': AppraisallllH2-acre.f(1/'I1I ill SlIIllh Mic!cl/eloll TOWIIShip, and appraisall!lI5-11C/'e I/'(/cl C?t' //IlIICIIlain lalld in f)ickillSoll TOW1IShip, (.'II//1herlallll (.'IIICIIly, Pelll/.lylvallia Dear Execlllrix: AI .1'0111' reqllesl I have appraised Ihe H2-acre farm ill SOlllh MiddlelOlI Township, ClImherland COllnly, Pennsylvallia, I?lwhich one-half was oWlled hy William H. 0110 al Ihe time of his dealh on November I, 1996. In my Opillioll, Ihe fair markel vallie of Ihe one-haff inleresl ql1he decedelll Oil Novemher I, 1996, was S250, 000. 00. I have also appraised Ihe 15-acre lracl of mOllnlain land in IJickinsoll Township, ClImberland COI/Illy PenI/.lJ'!\'ania, c?l which olle-half was owned by William H. 0110 al Ihe time qlhis dealh on Novemher I, 1996. In my opinion. Ihefair markel vallie oflhe one-half inleresl oflhe decedenl Oil November I, 1996, was S I 0, 000. 00. I have no interesl c?f' any killd in Ihe I:'slale qf William H. Olio, and lhis appraisal is suhmilled by me hased on my more Ihan 35 years experience as an active real eslale broker in Cllmherland COllnly. Vel)' /rIdyyollrs, ~~ I..n. I'hillip.\', .II'. I(V.ISO) u. IU61 ,. * COMMONWrALTH Of PINNSYlVANIA INHUIfAHCI f.AX UtulH USlDINr DEcrOIN' ESTATE OF SCHEDULE B STOCKS AND BONDS WILLIAM II. OTTO IAII property '0lnt1y-owned wllh RighI a' Survivorship mu.l be dl"lo..d on Schedule F.) ITEM NUMBER DESCRIPTION 1. 3600 shs. PNC BankCorp, com. @ 35.8750 2. 50 Nuveen Tax-Exempt Bond Fund Multi-State Series 12 @ 23,28 3. 328 shs. PPG industries, Inc. com. @ 57.6250 4. 9 - $1000 Series E Bonds dated August 1974 @ 3572,80 5. 2283.211 shs. Alliance Growth Fd. Cl.-B @ 29,18 TOTAL (AI.. enll' on line 2, Recopitulotion) (II more space is needed, ins." addi'iona' .h..,. 0' 10m. size.) FiLE NUM'BER 21-90-971 VALUE AT DATE OF DEATH 129,150.00 1,164.00 18,901.00 32,155.20 66,624.10 S 247,994.30 IIYIWNI.. 11'"1 "~"~'~_ ...~ CQMMONW(AlHt Of PlNN~YIVAt4IA INHU!IIAHC( t....K _"URN lUIO(N! OICIO(NI SCHEDULE F JOINTLY-OWNED PROPERTY IVII,I,IAM 11. 0'1"1'0 -----TF1iiNUMBER I 21-96-971 ESTATE OF Jolnl I.nonll.), A. NAME M. Corinne Otto ADDRESS ~-_._._- " - -- -. -- -- _.-..~ 724 IV. Pine Slreel Ml. 1I0lly ~prings, PA 17065 REL."T!~t:l~.IiIP TO DECEDENT SpOlL~e B. C, Jolntly-own.d prop.rty: ITEM LmER DATE NUMB!:! FOR MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DOLLAR VALUE OF JOINT OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT 1. A Various Various C/Ds and checking accl. Ten. by entirety Various investment funds Ten. by entirety Various stocks Ten. by entirety 1996 Ford Contour automobile Ten. by entirety Furni ture and household goods Ten. by entirety -- TOT At (Ah.a enter on Iino 6, Recapitulation) S Ten. by entirety . (II mote Ipace i$ needed inser' add.tional sheets 0' lome tile' .' " I'Sc; n.lIIt... s.,\. 1111l\'"11~h, 1'.\ I:,:!I,', Decedent Reporting Two PNC Plaza, 33rd Floor Pittsburgh, PA 15222 PNClaANK November 27, 1996 Robert M. Frey 5 South Hanover Street Carlisle, PA 17013 RE: William H. Otto, Deceased SSN: 160-16-0749 000: 11/1/96 Dear Mr. Frey: Please find the information regarding date of death values listed below. CERTIFICATES OF DEPOOIT .31??oo27151 William H. Otto or M. Corinne Otto 000 Balance: $6,200.05 + $17.54 accrued interest '31800034470 William H. Otto or M. Corinne Otto Established 4/l7/96* 000 Balance: $6,161.03 + $15.11 * TIllS IS 'lIE cmREcT DAm, IT IS tUr A ROLLOVER. .31800046949 William H. Otto or M. Corinne Otto Established 1/12/95 DOD Balance: $24,142.20 + $85.49 accrued interest ", 'IODO,rJd&1 .3189994&949 William H. Otto or M. Corinne DOD Balance: $2,164.91 + $4.49 accrued interest Established 7/31/95 Established 9/20/94 CHPX:ItING ACXXXlNTS .5140189282 000 Balance: William H. Otto or M. Corinne Otto $144.65 + $0.09 accrued interest William H. Otto $42,695.89 + $20.55 accrued interest Established 4/1/63 .5140183833 000 Balance: Established 4/1/73 Si~cerelY, !~ : It WJUl f!j (.~l(C:~(Jj(X ( ~ MiChelle Przybyla 7') PNC Bank " , , , ~.-:.11-:;::'-1'~':1~' 1(.:;"'1 I'll. jIlt:, '. II F'. ((12 I \I.l~' 1'III\hl/l\.;h, 1',\ l:t~'ll" Decedent Reporting PNC Bank, N,A, Two PNC Plaza, 33rcl Floor Pittsburgh, PA 15:!22 PNCBANK January 29, 1997 Robort ~l. Fl:'ey 5 South Hanover Street Car lisle, PA 1701:1 Re: Estate of William II. Otto, Decea~ed SSN: 160-16-0749 DOD: 11/01/36 Dear Mary: Per OUI:' telephone r.'onvel:'sation, please find the corrected infot'lllalion on the certificate of depe.sit in questioned. While I:'esearching tltis r found that the balance was ah,o Im:orl:'ect fol:' the CD wi tit the (*) asterisk. CIlRTIFlCAm OF DEl'CGI'l' Capt,ioned 831800046949* William II, Otto or M. corinne Otto $27,142.20 + $85.49 accrued interest Established 01/12/95 Established 09/20/94 ~314oo058080 $ 2,/64.91 + S 4.49 accrued intel:'est We apologize for any inconvenience this may have caused. Sincerely, I ;U 1..<<1'. ,V~ /1'U:t:,~:: Shay ~leyefS' 1-800-762-1 75 (ij3l atv Ul011t 111'1 ~l:~~ "':.:';W:;!' COMMOUWf AI1tl nl PI14U<;l'lVANIA INHUIfAHCI IAJI anUI" .nIDI"IDICIDlfH . ..d_*_._____ THIS SCHEDULE MUST BE COMPLETED AND fiLED If THE ANSWER TO ANY Of THE QUESTIONS ON THE REVERSE SIDE Of THE COVER SHEET IS YES. . .. _' "_ ' ,,' . ._u ..,n'_'''_ ITEM OESCRIPIION or PROPERTY \ EXCLUSION TOTAl VALUE OE~O gpbltlE~t~V~S NUMBER 'nc,.d. .am. aflh. h"..'...., 'h.,,,./u',on.h,p 'a d..rd.." dar. a'h"",'" Of ASSET INT INTEREST l' ...-- ESTATE Of SCHEDULE G TRANSFERS I'IEASE PRINT OR TYPE fiLE NUMBER 21-96-971 WIU.IAM II. OTTO I. caVA Variable Annuity VKAC lIlgh Yield Portfolio. M. Corinne alto beneficiary COVA Variable Annuity LA Growth &. Inc. Portfolio. M. Corinne Otto beneficiary COVA Single Premium Deferred Annuity \ polley #142856-8. M. Corinne Otto beneficiary I CaVA Single Premium Deferred Annuity I polley #76080-5. M. Corinne Otto beneficlah Glenbrook Life IRA Annuity #GAll0748. \ Dean W. Otto, Robert H. Otto, and \ Christian H. alto, sons of the decedent, \ are beneficiaries \ \ \ \ \ 10,430.01 10,920.67 2. 67,828.30 3. 50,264.99 4. 5. 12,001.33 , , i I , \ , , ' ....----....--..---- 151,445.30 .--------.-- --~ -.--...--.--. 10TA~. (Ah~_.nlef on line 7.Reco_p:itul~lio!) ,_i~.__ (If mOfe 'pace il needed, inle,t addllional ,heell 0' lame ,in J _.______.__.._u.._ '. p- -' - ~1\1111'll'~1 . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS CQI.lMQNW[Allllor PtuNSYlIJANIA INtllRlTANCl TAx RETURN R[ I NT erNT FILE HUMBER 21-96-971 ESTATE OF WII,LIAM II. OTTO Oebll of decedent mUlt be reported on Schedule I. ITEM NUMBER A, DESCRIPTION AMOUNT 1. FUNERAL EXPENSES: Gibson-lIollinger Funeralllome Funeral luncheon 6,878.40 300.00 B, ADMINISTRATIVE COSTS: 1. Personal Represenlative', CommOs"'" Ha... 01 Penonal Represenlalive (,) Social SeaJriIy Humbe~') I EIN Number of Personal Represenlative{,) Slmet Address CI1y Slale Zip y..~,) ConvnisSion Paid: 2. Anomey Fees 3, Fami/y E,emptiOn: (II decedenr, address is nolllle sa... as claimanr" sllaell explanatiOn) Claimanl StreelAddress CI1y Slale Zip Relationship of Claimanl \0 Decedent 4, Probale Fees 5, Aa:ounlanr, Fees 6, Tax Relllm Prepa....' Fees 7, Check cleared after death 8, PNC, bank service charge 9. Cumberland Law Journal, advertising Letters 10. Register of Wills, 3 short certificates 11. Carlisle Digestive Disease 12. Carlisle Hospital 13. Register of Wills, 1 short certificate 14. The Sentinel, advertising Letters 15. Masland Associates, account 16. Register of Wills, filing Inheritance Tax Heturn 17. Heserve to file Account 19,527.00 287.00 65.00 16.00 60.00 9.00 9.76 147.20 3.00 62,40 21.58 15.00 125.00 TOTAL (Also enler on line 9, Recapilulalion) $ (If more space is needed, insert addilional sheelS ollhe same size) 27,526,34 If\' UlJl" U"I ,,~:'~:9C\ .....~uP (O......OIlYloIAlhIOI ",'tt\'t~Io'114 1..."""A",(I,A.IIlUIN InllllN1DlellllNI SCHEDULE J BENEFICIARIES FILE NUMBER ESTATE OF 21-96-97\ WII.I.IAM II. 0'1''1'0 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE ---_._-----~----_."._-~-_.. A. Takable Baque,U: I. I'NC Bank, N.A" Trustee for the benefit of M. Corinne Otto, surviving spouse Hesldue of esta te for life, and at her dea th to her three children and grand- children. ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Gavernmental Bequo't': I. NONE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Aha enler on line 13. Recapitula'ianl S ..._------~ .---------.-- (If more span II n..ded, insert addillonallheets of same slu) 15 . 1'/3 ,) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INOIVIDUAL TAXES IHtI:RlfAH([ fAX DIVJSIOH lJ(PI. :aObOI ItLRAIS8URG. PA .7Ila-Obll NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIDNS AND ASSESSHENT DF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ROBERT M FREY 5 S HANOVER ST CARLI SLE PA 17013 (9) (10) 10-20-1998 OTTO 11-01-1996 21 96-0971 CUMBERLAND 101 Allount R..I ti.d ) CHANGED (1) 12) (31 (4) (5) (61 (71 260,000.00 247.994.30 .00 .00 42.916.44 .00 151,445.30 181 ~ * ....'..'..'''1"..'' WILLIAM H APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad". Costs/Hisc. Expenses (Schedule HJ 10. Dabts/Hortg.ga Liabilitias/Lians (Schadula I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/GovernMental Bequests; Non~.l.ct.d 9113 Trusts (Schedule J) 14. Hat Value of Est.t. Subj.ct to T.x MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ RW:iS4i-Eif-AFP--iiiF97riicir-icE--oF-YNHEiiiiiINcn'-lix-'A-PPRAisEi'-EiiT~--Ai.i-owANcniR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF OTTO WILLIAM H FILE NO. 21 96-0971 ACN 101 DATE 10-20-1998 TAX CREDITS: PAYHENT DATE 07-09-1998 RECEIPT NUHBER AA296400 OISCOUNT (.) INTEREST/PEN PAlO (-I 60,83- TAX RETURN WAS, (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I est.t. (Schedule AJ 2. stocks and Bonds (Schedule 8) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Harts.ge./Note. Receivable (Schedule OJ S. Cash/Bank Deposits/Hi.c. Personal Property (Schedule E) 6. Jointly Owned Property ISchedule f) 7. Transfers (Sch.dule 0) 8. Total A..ets NOTE: 27,526.34 .00 1111 112J 1131 1141 HOTE: To insure prop.r credit to your account, subait the upper portion of this fora with your tax paYII.nt. 702,356.04 ?7 . ~:>~ 34 674,829.70 .00 674,829,70 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of a1h returns assessed to date. ASSESSMENT OF TAX: lS. Amount of line 14 at Spousal rat. (lS) 16. Amount of line 14 taxable at lineallClass A rate (16) 17. A.ount of line 14 taxable at Collat.ral/Class B rate 117) 18. Principal Tax Du. 662,828.37 X .00= 12,001.33 X .06= ,00 X .15= 1181 AHOUNT PAID 781,96 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 720.07 .00 720.07 721.13 1.06CR .00 1.06CR ( IF TOTAL DUE IS LESS THAN '1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREOIT"' (CR), YOU HAY BE DUE A REFUNO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) I, .1,,'1 ! ,;1- CL' RESERYATIDHl Estet.. of decedent. dYing on or before o.c.~r 12, 1982 -- if eny future Int.re.t In the ..t.t. I, trensf.rred In po.....lon ar enJo~t to Cla.1 a (collat.rel) b~flcJ.rl.. of the decedent .,t.r the axplratlon of any ..tat. for 11'. or for ya.r., the C~.lth hereby expr..sly t...tv.. the right to appral.. end ...... trana'.r Inherltenca Tax.. .t the lawful C1... B Ccollat.ral) rata on any such future lntera.t. PIJlPOS[ OF NOTlCEz PAVHEHT I REFUND I CR) I OBJECTIONS: ADHIN ISTRATlYE CORRECTIONS I D1SCOUNTl PEHAll't: INTEREST I To fulfill the requJr...ntl of SactIon 2140 of the InherItance and Eltat. tax Act, Act 21 0' 1995. 17Z P.5. Section 91"0). Detach the top portion of thl_ Hotlc. and I~lt with your paya80t to the RagSlt.r of Will, printed on the ravar.. .J~. --Haka check or aoney order paYable tal REGISTER OF MILLS, AGENT A r.flald of . tax credit, which .... not r.qu..t.d on the lex R.turn, .ay b. r.,qu..tltd by COllpI.Ung an "'Application for Rafund of Penn.ylvanla Inherltanc. and Estat. lax"' (REY.1313). Appllc.tlons are .vallable .t the Office of the R.alster of Wills, any of the Z3 R.v.nu. District Offlc.., or by calling the special Z4-hour answering sarvlce ~rs for for.. ordering: In Pennsylvanl. 16800-36Z.Z0S0, outsld. Penn.ylvanl. and withIn local HarrIsburg ar.a (717) 787.8094, TOOl (717) 77Z.ZZSZ IH..rlng Iapalrltd Only). Any party In Int.r..t not ..tl.fl.d with the appral...ent, allowanc. or dl.allowanc. of deduction., or .......ent of tax (Including dl.count or Int.rast) as lhown on thl. Hotlc. ault Obj.ct within .I.ty (60) dayS of r.c.lpt of this NoUu by: --wrltt.n protast to the PA Dep.rt..nt of R.venue, !oard of Appeals, Oept. Z81021, Harrisburg, PA 17128-1021, OR u.IKUon to have the ..tt.r det.r.lnltd .t audit of the account of the penon.l representatlv., OR --appeal to the Orphans' Court. Factu81 arrorl dlscov.red on thl. aSI..I..nt Ihould b. addr.sled In writing tal PA Depart..nt of R.venue, Jur.eu of Individual Tax.s, ATTH: POlt Als.s..ent R.vl.w unit, Dept. 280601, Harrisburg, PA 17128.0601 Phone (717) 787.650S. S.. page S of the bookl.t "'Jnstructlon. for Jnherltanc. '.x R.turn for a Re.ldant Decadent"' eREV-1501) for an explanation of edalnlstr.tlvelY corr.ctabl. .rrors. If any tax due I. p.ld within three (3) calendar .ooths .fter the decadent's death, . five percent 15%) discount of the tax paid I. .Ilowed. The 15% tlUC ..-sty non.p.rUclpatlon penalty Is COlIPUt.d on the tot.l of the tax and Inter.st a..es.ltd, and not p.ld before January 18, 1996, the flr.t day aft.r the .nd of the t.x aane.ty p.rlod. Thl. non.partlclpatlon penalty Is appealabl. In the .... .ann.r and In the the .... tI.. p.rlod a. you would appe.l the t.x and Int.r..t that hal b..n ..sa..1td al Indlc.tltd on this notlc.. lnt.r.st Is charged beglnnlna with flr.t day of delinquency, or nln. (9) aonthl end one el) day froe the data of d.ath, to the data of pay..nt. Tax.s which bec... d.lln~t before January I, 1982 bear Int.r..t at the rate of sl. e6%) percent par ~ calculatad at a dally rat. of .000164. All tax.. which b.e... d.llnquent on and .ft.r January 1, 1982 will b.ar Int.r.st at a rata which will vary fro. cal.ndar y.ar to c.landar year with that r.ta announc.d by the PA Departeant of Ravenue. Th. applicable Int.r..t r.tas for 1982 through 1998 er.: '!!!r Internt Rate O.lly Interest Factor !!!r lntera.t Rat. Dally Inter..t F.ctor 1982 ZDX .DDO~8 1987 OX .000247 1983 'OX .00008 1985.1991 IIX .000301 198,. IIX .00OlOl ,..Z OX .000Z,.7 1985 UX .00OS56 1993.19910 7X .000192 1986 lOX .ODDZ7. 1995.1998 OX .11002,.7 --lnt.r.lt II calcul.ted a. followlI INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Kotlc. Is.ued .ftar the t.x bacoa.. dallnquent will rafl.ct an Inter.st calcul.tlon to flft.an (151 days tMyond the dat. of the ........nt. If p.~t Is .Rda aft.r ttt. Inter.st caputaUon data shown on the Notlc., addlUonal lntar.st MIst be calculated. . .. CERTIFICATION OF NOTICE UNDER HlJl,E 5.6 ( a) Name of Decedent: William II. Otto Date of Death: November I, 1996 Will No. Admin. No. 21-96-971 To the RegisLer: I certify that notice of beneficlal interest required by Rule 5,6(a) of the Orphans' Court Hules was served on or mailed to the following beneficiaries of the above-captioned estate on March 13, 1997 Name Address PNC Bank, Trustee, 2 W. Pine St., Mt. lIolly Springs, Pa 17065 M.(,;ormne Utto, '{24 W. Pme St., Mt. Holly Springs, PA 17065 Dean William Otto, 431 Diehl Rd., Mechanicsburg, Pa 17055 ItODert l1arry Utto, :. Mooreland Ave" Mt. Holly Sprmgs, Pa 17065 Christian Harper Otto, 6 Kuntz Dr., Gardners, PA 17324 <lames /\lan Utto, 42:' Vlenl I<d., MeCnanlCSburg, PA 17055 Brett Robert Otto, 20 Chestnut St., Mt. lIolly Springs, P A 17065 (\,;onunued on mserted sneet) Notice has now been given to all persons entitled thereto under Rule 5.6(a) except noexceptlons Date: March 13, 1997 /<}t"Vvt -/..., 77 Signature '/ Name Robert M. Frey Address 5 S. Hanover St. "- co , o' r<, '. C'> u.. I"') - n, ~.; ~J d c.l OJ 0; ...... , CC !" .;., .:.-. '- :J U() Carlisle, PA 17013 Telephone ( 71 '1l 243-5838 Capacity: Personal Hepresentative x Counsel for personal representative c STATUS REPORT UNDER RULE 6.12 Name of Decedent: William II. Otto Date of Death: November I, 1996 Will No. Admin. No, 21-96-971 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 2, If the answer is No, state when the personal representative reasonably believes that the administration will be complete: By mid 1999 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 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. v2;r.~ - ./>? ( . "I Date: Dec. 30, 1998 signat.ure Robert M. Frey Name (Please type or print) 5 S. Hanover St., Carlisle, PA 17013 Address - ..) ",.. .~ .... ( I 717-243-5838 Tel. No. Capacity: Personal Representative X Counsel for personal representative (MAH: rmfl AM3) STATUS REPORT UNDER RULE 6.12 Name of Oecedent: William II, Otto Oate of Death: November I. 1996 Will No. Admin. No, 21-96-971 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 2. If the answer is No, state when the personal representative reasonably beiieves that the administration will be complete: Before end of 1999. 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 separate Orphans' Court No. (if any) for the personal repreSentative's aCCOunt is: c. Did t.he 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: (It/1-v..-r- A.1. Signature October 5, 1999 ~/ Robert M. Frey Name (Please type or print) 5 S, IIanover St., Carlisle, PA 17013 Address ( 717 ) 243-5838 Tel. No. Capacity: Personal Representative (MAH: rmf/ AM)) X Counsel for personal representative CL