The URL can be used to link to this page

Home My WebLink About96-01034 No. 21-96-1034 Eslale of SARAH A. YOIIN , Deceased DECREE OF I)ROIJAn: ANI> GRANT OF LETTERS AND NOW DECEMIJER 13111. 19.J!L, in considernlion of the petition on the reverse side hereof, salisfllctory proof having been presenled before me, IT IS DECREED Ihalthe illslrumelll(s) dated Novt'mbt'r 14. 1988 described therein be admilled to probllle and liIed of record as the last will of Sarah A. Yohn and Lellers Tt'stamt'ntary lire hereby granted 10 Ear 1 E. Yohn FEES Probate, Lellers, Etc. ......... S 235.00 Shorl Certificates(6 ) . . . . . .. . .. S 18.00 Renunciation ................ S x-Pages (2) JCP A -ORNEY tSup. Cl, I,D. No.) S TOTAL _ S DECEMBER 13TH,1996 264.00 .........................,......... 6.00 ~.uu Ont' S. Balt imore> St.. Dillsburq. PA 17019 ADDRESS Filed (717) 432-9666 PHONE CALLED ATTORNEY ON DECEMBER 16.1996. 2~ ~ :offi' 3 ;'- <0 0 cr., (;~ 0 tV C ....., .., (I ::l_ ~(U ~ .- n -- ,-J. t: ..... 'l L~ ,",- w >:1" -0 ::; () .:. '- :=.:m c N ijf 0 ~~ - - w 11'. 1, I I I II "II III I\.' lllt-d wlIl1 1I\l' .1' Till.. ,.. III \ I II il~ llt.ll lill 101, 11111.11 II III llt'l' I~I\' II I' ,( d I {,: \ ,. 1'1\.. 11' .111 .11\ ,i1'I'III.1 \ t.ll. 1\ ,Ill" I' t., I J 1111,11 Hq:I'll.lI Tin tlll~IILd t t"llllh ,Ill \\ III hi' I. or \\ ,II,!' ,I III Illl '''1,111 \'Il,d H, \ I "11.., (HIIII' jl II 1't'IIII.lIU'IH 1111l1J: WARNING: Ills 1II0gnlto duplicate this copy by photostnt or photograph. Fn' 101 Ih" u.llili,.lll' SiOO Th C, . ,. 'J...l'-'!. '~1.L.~~ If/loll Ht.',L:I\II.11 3980148 UFe. I~Ub No. \),,," "I~I&)""'n1 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH --- , - .... "~Ol'lllIaClonl""_~ ,- Snrah A. Ynhn t"u,..._. ..... KCI&l 11I:""""'_NJI ..Female ..186 -05 - 6103 CUlflOfOlRM_o..._1 L Dec. 5, 1996 ~"'..~ 77 \II'OOflll~lM - ". UOCl( Itw llAlI WIT" auuMPUCl~_ _ _ ,_o.,~ ~"''''''''CAH''' I lay 13. 1919 Silver .pr. Tw ,Cumh. Co. PA Pt'I'. alArM Silver Sprina Twp ~OfI'[l(.&IM"'~""",,,,,,__,,,,,,_,,__ """'... ,,-0 f~O :="0 .. :=;/1 CQVOII'l' DIR" Cumberland Rand "'. _..;:::::-..s:=:;r . cafeterin worker 1 Public School DlaDl.,""'IIIo\lUIllQ~"~_~,""I.CtdfI DlClDl"'.' """" ....."'" - -- ,~ ...... IT'" "'IDllctDl! ''/'l'''' Ua_D'OItCIIf ....O..Cil D(tlDl!"'UDUCAl'Ot II.IJInAlIUlUS.,,- --- -- lib it e -....... ..-...-- .'" . Ih:,m....._....~ Silver SDrinR .. . 282 Locust Point Rand I" New Kingstown I PA 17072 'lIIltf.II-'''''''''''''_l-"I I,...... PA ,.. ... - .... Cumberlnnd ....' ".0 ::::::=.. "(J1~"'''''''''''.-''._''''''' Hery E. Enale "()lIWIWoIl.''''''l..MJll.OOl'llU, ~ 591 N. Locust Point Rand. Robert I. Rider N tn'71 r:"1ohn "" ....lil c-O ""'-'-....0 .... o 'VCIDl' SI'OSITOt._..c--,.o-y .....- Lonaslorf Cemetery New Kinastown. PA 17072 , - Silver Sprina TYp. Cumbo Co" PA Hoffman-Roth Funernl H _0 . , ""'" '" LJa~HUIoIN" .. " n.NltTI:: .___..._.._____.... 01.........._",......._"..._._........ _.._....... L....,.,__..__ OAf.,IIQOOOUOOC.IOl/oD_o.,_1 I?. - 5'"- 1'\'\(., lOllS "'Ul DIO:0 '..)L ,.,.,.: 0IrW...,-_--.._... ...--.....~_.-""""'l , 1v\-10u.J0.d,r..\ b~\O": ~~..s"CUooYCM.OOCI.<n . No..... ltooJ.u.h... rtf...~""d...,""-\ t;)l~ I.. OVIlOlUI"I"CCMo(OVI"(CIIt 1 DUI 10101'I 01,1 "COClLOVI"Ctort 1-- :=-= , I .. '<5, WlN~'IHCJIOoQ' IU,OOJoo(IID1DlAlH -...u""", '" ocuPll1'OJOICoIuM - ~ 0 ......... - - 0 .....- 0 _0 ..0 .... 0 e..........___.. 0 ON.DI........' -...- ''''lDl''''''''''- ........'RWONI' DllCNMtlOWftAIIft'~o. .... 0,..0 .... .. ClJl'I'"l"o..__ .CUI1IFT'1101Q'"'IOoI'I,,..,....~~tlI__~______III___r__J1I "'.._....~..___.._"""'"'Il__.."_ .,... ....,."......., " "- J'UoUDlHJI.lfl'...._ ____......._. --- "' .... '. ~.uclevnlPTlllOrK'I1lQ.1.l1l~_..~__....".,...~tlI_ ----..............-_....",..._._,_.....__....._"1....__.._...... .MlDlCAlU"....I'lICOJI?IIIffl CM_....."u_.......,~ullt.,...........,__..f"".n-........._,.."._"tC..........I..........M(.I.... 'u~..........."....."......"..,.,..,.,.,."...."...".."....".......,........",......"..,.....""... N(lOSI~OUiJ......"OOO~" , ~ t:\~ ~'t.u.&.~ ~,\,~"DI N. t. ..11' 21-96-1034 ~~ ~ :zJi€' J!l8 l:T~ .~. .~ (I' . , !: -'Q - : inn (:,.,. C":I "'0__ OJ -- c.. ~ ,;~ (~ ~r - ,. e":""O.' .: (~ "U :S8 :og N iiio .. - ;t>;:l. - ~ '0' llitts:t Ifill alta ffirshttltcnt J ; I ; I , OF SARAH A. YORN ! 1 -.; I, SARAR A. YORN, of Box ll6, 282 Locust Point Road, New Kingstown, Cumberland County, Pennsylvania, l7072, make this my Last Will and Testament and hereby revoke all my prior Wills and Codicils: FIRST: APPOINTMENT OF EXECUTOR. . . , I appoint my son, EARL E, YORN, of Box 378, 591 North Locust Point Road, New Kingstown, Cumberland County, Pennsylvania, 17072 as Executor. , .i Any fiduciary shall be compensated for its services hereunder in accordance with its standard of fees in effect from time to , , I " time during the period such services are rendered. SECOND: WAIVER OF BOND. 1 ( I direct that any fiduciary acting hereunder shall not be required to enter bond or other security in any court or jurisdic- tion in which said fiduciary may be called upon to act. -j , THIRD: FUNERAL EXPENSE. I direct the payment by my estate of my funeral expenses in such amounts as my Executor deems proper, without regard to any limitation in any applicable law. FOURTH: PERSONAL PROPERTY. I give and bequeath unto my grandson, JEFFREY M. YORR, One Thousand ($1,000.00) Dollars. I give and bequeath unto my granddaughter, DENISE C. YaRN, One Thousand ($1,000.00) Dollars. I give and bequeath all the rest of my personal and household effects of every kind inClUding, but not limited to, furniture, appliances, furniShings, pictures, silverware, china, glass, books, jewelry, wearing apparel, boats, automobiles, and other vehicles, and all policies of fire, burglary, property damage, and -1- /: '-':j(. H,k / , , I / ~ '/71'/\ I / I l.- /'" I: -, '\Y _, Ill<tl( 'c- . It,., -' /)J0L r SARAH A. YOHR . . . . " other insurance on or in connection with the use of this property, to my son, EARL E. YOHN, if he shall survive me. PIP'I'IIl RESIDUE. All the rest, residue and remainder of my Estate, of whatso- ever nature and wheresoever situate, whether it be real, personal or mixed, including property over which I have a power of appoint- ment, I devise to my son, EARL E. YOHN, per stirpes, provided he survives me for a period of sixty (60) days. SIXTH : PROTECTIVE PROVISIONS. The interest of the beneficiaries hereunder shall be free from anticipation, voluntary alienation,assignment, pledge or obligation and shall not be subject to attachmentr execution or legal process. SEVENTH: TAXES. I direct that all estate, inheritance, succession, death or similar taxes (except generation-skipping transfer taxes) assessed with respect to my estate herein disposed of or devise contained in this Last Will and Testament (which term wherever used herein shall include a Codicil hereto), be paid out of my residuary estate and shall not be charged to or against any recipient, beneficiary, transferee or owner of any such property or interests in property included in my estate for such tax purpose. EIGHTH: DISPUTES. If any beneficiary contests the terms and provisions of this Last Will and Testament, making a claim that he is entitled to a greater share of my estate than is provided herein or contesting in any way the terms and provisions hereof, then I direct that said beneficiary shall be disinherited. NINETH: ADMINISTRATION EXPENSES PROVISION. If an election to do so is provided by law, I direct my Executor to claim any expenses of administration of my estate as -2- , -" / ~ : (I t./, /' (, ~/r:;L-' ^ SARAH A. YOHN / , I. 1-'.11 ~ p",.JI \ , l. ,) r"" . \ .' - . . income tax deductions upon an income tax return or returns whenever and to the extent that in my Executor's judgment such action will achieve an overall reduction in the income taxes and inheritance, estate, and succession taxes for the benefit of my estate and of the beneficiaries hereof. I further direct that no compensating adjustments as between income and principal accounts shall be required or made as a result of such actions. TISrn.'U: DEFINITIONS. The term Executor as used herein shall be deemed to include and apply to my successor Executrix, whenever he may be acting hereunder. Words importing the singular number and masculine or feminine gender herein shall be understood to apply to one or more persons and to females and males equally. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this my Last Will and Testament, this . ../~ ,; /'-'-- day of I' '.f' )-'" ~,.../lC' _, 19BB. . ,l__', l.rf .~ , . 1/ " )':1>//pt,o-'~ ,,, t,'(.' /{ (.t y- f, f' / . (SEAL) SARAH A. YOBN ' The foregoing Last Will and Testament consisting of three (3) typewritten pagesr this included, the two (2) preceeding pages thereof bearing on the bottom margin the signature of the Testa- 'rf.,. trix, was this ~'day of I r /"( ), ,,-.(., -' , 19BB, signed, sealed, published, and declared by the said Testatrix as and for her Last Will and Testament in our presence, and we, at her request and her presence, and in the presence of each other, have hereunto subscribed our names as witnesses on the above date. ..h(<Jdli ./_U'.. -~-_..:.---- ,/ I . . .A I.. ." (. t ,t OF OF ';' f j :J ".' ! '-- OF !. Q l tJAb"".' a ' (L /f Y-L, sworn to and subscribed to before me this 11 day of /-/. i / __'.f) __ -, ./0//1 "m I , ../ /1 /1/ ! I HltJd;J.i r&./ ~ ~ ' 19BB. _~Ltw NOTARY PUBLIC 1I0TA.ql~L~ JANICE 9.llfJIOUlI,1I0fARY pUllUC I)(lLS8Ur,O lI({,OUG!l, YOIlK COIlHTY 11'/ CQJfIOlS.,OlI E)tl\q(!, JULY 0. IWI ...,,,bol. ;>o",,:/1'1Ilf\1, ."y.~l3\I'n or N.~m" My commission Expires: ." . t:jt '5 ... .. 8 : N B~ 0- ..,,8 ~o rt'l 5~ - ~lil c.:I 01)\ is j,..I.-:: JJ ~ i! .. , t ~H \:l .. ~~ ... ~~ 6- (j ~"- tn ~j!~ ~ $a w ~ - z.. ~~ ~ ..: ffi i( 0( 0 0 ~ m >< ~ tl lQes" ..= ~ \tot at!> s:: Q . I 8 <It ~::It" ~ "'l t st .,t-=f < \Q ~ ~~ Cl\ Q ~ ~ ~ .!4 ..: ~ iiS l'l s< ~ tr. ~ ... tn ~ t e ::> tn . . . . ~ -~ . .. ^:~ .~ "..;. CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Sarah A. Yohn Date of Death: December 5, 1996 Will No. 1996-01034 Admin. No. To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the [allowing beneficiaries of the above-captioned estate on December 23, 1996 ~ Earl E. Yohn Address 591 N. Locust Point Road, New Kingstown, PA l7072 Jeffrey M. Yohn 4l Mullers Gap Road, Enola, PA l7025 Denise C. Mull l30 Linton Hill Road, Duncannon, PA l7020 Notice has now been given to all persons er.titled thereto under Rule 5.6(a) except N/A Date: December 23, 1996 - - If) -~ ~!'! ~in.: a -. :': ~':: G: ') '<1 __J N .;) '"" c..:l c:: c:l .-.... ~, 0 ." Uc.> .D ma: ~ c;E a: .9!;:] UU / Name David J. Lenox. ESQuire Address Gnp Sout h Baltimore St reet nil1~bllrQ PA 17019 Telephone( 71" 432-9666 Capacity: Personal Representative x Counsel for perscnal ::epresentative /,'J. l'f\-5 n[v,"'''''''I'''') INHERITANCE TAX RETURN ~~~gln~~~iFDf~~MmR 12/31/91 RESIDENT DECEDENT POVERTY CREDIT IS CLAIMED CO.......ONW[ALl..O' "[NNOveVAN'A (TO BE FILED IN DUPLICATE FILE NUMBER O[PAHTMUil Uf Il[V[NU[ 2196 1996 "Ann'5~~~~;~~':~:"'"'''' WITH REGISTER OF WILLS) COUNTY CODE YEAR DECEDENTS NAME (LAST. FIRST, AND MIDDLE INITIAL) DECEDENTS COMPLETE ADDRESS Yohn, Sarah A. 282 lDcust Point Rd. SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH New KingstC1>'ll1, Pa 17072 DECEDENT 186-05-6103 12/05/96 05/13/1919 Counl C\JJnberland ,,, APPLlCAB,,,.unv,v,"o 51'OU5l'5NA"" !lA' , SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) FIRST AND MIOOLE INITIAL I o 40 Futuro InlolD9t ComplOffilso liar dolo. 01 doolh ohoI12-12-02) [B O. Decodent Died TO~lnlo 0 7. Decedonl Maintalnod n uVlng TruSl (Anach copy 01 Will) (Attoch copy 01 T,u'l) AU. CORRESPONDENCE AND CONFIDEKTlAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME COMPLETE MAILING ADDR~ David J. Lenox, Jan M. Wiley & Asooaiates_s TELEPHONE NUMBER 1 S. Baltirrore Street 717-432-9666 Dills ,PA 17019 1. Rool E'lalo (Schodulo A) ( 1 I 78, 800.00 2_ Slack. and Bonds (Schodulo BI ( 2 ) 1, 952 . 08 3. Closoly Hold Slock/Partnorship Inlor051 (Sch. C) ( 3 ) None 4, Mortgogos and NolOS Roooivoblo (Schodulo 01 ( 4 ) None 5, Cosh. Bank DOpDSils & Miscollonoous POIsonol (5) 56,272.85 ,'" P'oporty (Schodule E) 6, JolnUy Ownod Proporty (SchDdulD F) 7, Transle,s (Schodulo G) (Schodulo L) O. Tolal Gross Assol. (lolal Unos 1-7) 9. Funoral Expenses. Administratlvo CoslS, Mlscollanoous Expenses (Schedule H) 10, DobiS, Mortgago Uobililios, Lions (Schodulo I) 11, TOlal Doduclions (10101 Unos 9 & 10) 12. Nol Valuo 01 EslolO (Uno 0 minus Une 11) 13_ Chelllable and Govorn",onlal Boquesls (Schodulo J) 14, Nel Voluo Sub 001 10 Tox (Uno 12 ",inus Lino 13) 15. Spoulal frAn,lefaltar datn ot dealt! .lllfll 6-30-941. See InSotrutllona to' Applicable Petcenlage on Page 2. (InClude valu..trom Scttedule.... or Selledule M.' 16. Amount 01 Uno 14 talCablo ot6% rate (Include voluos Ira", Schedulo K or Schodulo M_) 17. Amount 01 Uno 14 tBlCoble at 15% rolo (IncludD voluos Ira'" Schodulo K or Schodulo M,) 18, Principal lax duo (Add lax ho", L1nos 15, 16 ond 17_1 19. Credits Spousal Poverly Credit Prior Paymenls Discount + 0.00+ 581.40- 20, II Uno 19 is groalor than Uno 10. onlo, Iho d,lIoronco on Uno 20. This is Iho DVERPAYMENT. ~ Chick hero " yOU are requeatlng a rofund of your overpayment. I 21. II Uno 10 Is gloator than Uno 10. onlor tho dillorence on Uno 21. This is tho TAX DUE. A. Enter tho mlerost on tho balance due on lIno 21A. B_ EnlOl Iho 10101 01 Lino 21 ond 21A on Une 21 B. Th,s 's Iho BALANCE DUE. Make Check pa able to: Register 01 Willa. Agent ... ... BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH" .. Undor Ilonalllos at perJury. I declare that I have exammod 1I11s ratulll. IIlcludmg occompanyll1g SCI\odulos and slalomenls. and to 11\0 bost 01 my knowlodgo and boliol. it IS tlUO. correct and complote. I doclaro that all roal estato has bOOn reported at Irue markot value, Ooclarallon 01 propalot olher than Iho personal represenlallvQ IS basod on all inlormallon 01 which pleparer has any knowlodgo S~R~ OF [RS~'[SP rJLINO "[TURN ADDR[SS ~_ C See Schedule attached 1_ Onglnal Return CHECK APPRO- PRIATE BLOCKS o 4. Umlled Estate CORRES- PONDENT RECAPIT - ULATION TAX COMPUT A- TION 1031\ NUMBER Supplemental Rolurn 3, Romamder Return Itor Ilaln ot dealtt prIor 10 11.1)-811 o 5. Foderal Estalo TOlC Relurn Requllod 1 o. Tolol Nu",ber 01 Sale Dopos" Bo,os .. ,:1J ~'- ~- _d I Vl '<1 ." ..... ,'..j 'iJ ( 6) ( 7) 72,418.52 None (81 209,443.45 (9 ) 14,934.64 (10) 706.37 (11) (12) (13) 15,641. 01 193,802.44 None (14) 193,802.44 (15) , . : (16) 193,802.44 x .06 11,628.15 = (17) 0.00 x ,15 0.00 : (10) 11,628.15 Interest (19) (20) 581. 40 (21) (21A) (21B) 11,046.75 0.00 11,046.75 DATE AOORE5S 1 South Baltimore Street Dillsburg, PA 17019 3-'1-/7 DATE - /t; ~h ') / ( Copyrlgltl FOlm. Sollwlore Only, 199" Neleo.lnc, N9"PAOOl REV-15O!l EX + (12-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Sarah A. Yohn FILE NUMBER 2196-1996-1034 Jolnllenlnqe): NAME ADDRESS 591 North Uxust Point Road New KingstClNll, PA 17072 RELATIONSHIP TO DECEDENT son A Earl E. Yohn JolnUy-owned property: lETTER DATE DOLLAR VALUE OF ITEM FaA MADE DESCRIPTION OF PROPERTY TOTAL VALUE DECD'S DECEDENT'S NO. JOINT OF ASSET ""INT. TENANT JOINT INTEREST 1 A 07-26-95 Mellon Bank, N.A. CD No. 20,000.00 50% 5,000.00 00189124 JOINr A 166.25 Interest on above item accrued as of decedent's death 2 A 07-03-90 10,000.00 50% 5,000.00 Mellon Bank, N.A. CD No. 00183409 JOINr A 07-03-90 2.62 50% 1.31 Interest on above item accrued as of decedent's death 3 A 03-07-95 Mellon Bank, N.A. CD No. 20,000.00 50% 10,000.00 00119384 JOINr A 03-07-95 16.88 50% 8.44 'Ibtal from continuation paqe(s) 52,242.52 TOTAL (Also ontDr on lino O. Recapitulation) S 72,418.52 PA15091 NTF 111&A (II moro spaco Is noodod, inSOr1 additional shools of sarno sizo.) CopyrIght Form. Soflw.&'. Only, 1994 Nelco.lnc. N94PA09, Page 2 Estate of: Sarah A. Yolm 2196-1996-1034 SOIECULE: r -- Joilltly-CMned Property Date D::lllar Value Item Joint Made Total Value Deed I s of Decedent I s No. Tent. Joint Description of Asset \ Int. Interest -- 3 A Interest on above item accrued as of decedent I s death 4 A 10-05-94 20,000.00 50\ 10,000.00 Mellon Bank, N.A. m No. 00183539 JOINr A 10-05-94 79.98 50% 39.39 Interest on above item accrued as of decedent I s death 5 A 10-05-94 20,000.00 50% 10,000.00 Mellon Bank, N.A. CD No. 00183544 JOINr A 10-05-94 Interest on above item accrued 78.78 50% 39.39 as of decedent I s death 6 A 12/1/95 20,012.04 50% 10,006.02 Financial Trust COrp. CD # 001-0117704 JOINr 7 A 12/1/95 Financial Trust COrp. CD # 001-0117703 JOINr 44,315.45 50% 22,157.72 'IUI'AL. (Carry forward to IT\3in schedule) . . . . . . 52,242.52 R[y-1&H Oftl.111 SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES COMMONWEAL TltOF PENN5VlVANI^ INIURITANCE TAK fUtUHN RESIDENT OECEDENT Pi.... Print or Tvp" FILE NUMBER 2196-1996-1034 ESTATE OF Sarah A. Yolm ITEM NO. A. Funlrol Elqlonl..: DESCRIPTION 1 FUneral Expense B. Admlnl.traUvl Co.la: 1, Pe,sonal Rep,osenl.Uve Convnlsslons SOcial Seeulily Number 01 Personal Rep,esenlaUve: Year Convnlsslons paid 2, Anorney Fees Jan M. Wiley & Associates One South Balt inore Street 3, Famly ExempUon Dil1sburg. PA 17019 Claimant RelaUonshlp Address 01 Claimant al deced.nt's dealh Streel Add,ess CIty Slale Zip Code 4. p'Dbale Fees C. MI.c.llan.ou. EJlp.n.os: 1 Probate Fee 2 CUIrl:lerland Law Journal (advl 3 Patriot News CO. (advl 4 Filing Fees 5 Notary Fees " TOTAL Also emer on line 9. Rae (II more spac.l. nl.ded. In..rt.ddIUona' .heela 01 ..m. .111.) PA1S111 NT' ",. CoPYtlllt\1 FOfma Software Only, 111114 Neleo,lne. No.PA111 AMOUNT $ 5,822.50 0.00 8/600.00 0.00 0.00 264.00 60.00 161.14 25.00 2.00 14,934.64 . .--- .-.'-......, - . R[V-I!!tUUtllllJI COMMONWEAL HI OF PENNSYlVANIA INtt[R'fANCr fA' HE fUllN R[5IOFt.. OEC[O[NI SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS PI...1 Prlnl or I FILE NUMBER 2196-1~96-1034 ESTATE OF Sarah A. Yohn ITEM NO. DESCRIPTION AMDUNT 1 ~y Energy Products (Hare Heating) 2 Bell Atlantic-PA (Phone) 411.60 61. 85 3 PP&L (electric) 4 Silver Spring Tc1Nnship Authority (sewer) 5 PAW<:: (water) 155.00 67.20 10.72 TOTAL Also onlor on hno 10, Rocs Ilu1sll0n) (II moro spsco Is noodod. Insorloddilionsl shOOIS 01 ssrno silO,) s 706.37 PA15121 NTF 2810 CopynghtFormlSoltwar.Only, In4 Neleo,l"e. NQ4PA121 A[V-UU[X.Il.11l SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMOER Sarah II, Yolm ITEM NO. 2196-1996-1034 AMOUNT OR SHARE DF ESTATE NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP A TllJClblo Boquosls 1 Jeffrey M. Yohn 41 Mullers Gap Road Enola, PA 17025 grandaon 1,000.00 2 Denise C. Yolm 130 Linton Hill Road txmcarmon, PA 17020 granddaughter 1,000.00 3 Earl E. Yolm 591 North Locust Point Road New Kingsto.om, PA 17072 son 191,802.44 ITEM NO. NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B_ Charllablo and GOYDrnmonlaJ BoqUDSls: None TOTAL CHARITABLE AND GOVERNMENTAL BEOUESTS (Also onlor on Iino 13, Roca ,lulallon) (II mora spac. Is n..d.d. Ins.rt addlUonal sh..'" 01 earn. .,..) $ PA1513t NTF m.o COPYflglllFotml Sollw.,.OnIV. 1994 Nelco.lnc. N94PAI31 0.00 II VERNON E. ANDERSON REAL ESTATE January 7, 1997 David J. Lenox, Esq. 1 South Baltimore st. Dillsburg, PA l70l9 Re: Sarah A. Yohn Estate 282 Locust Point Road New Kingston, PA l7072 Dear David: Pursuant to your request, I have done a competitive market analysis on the above captioned property. This analysis was made to estimate the market value of this property. Market value is defined as: "At a given time, the highest price in terms of money which a buyer would be warranted in paying and seller justified in accepting, provided both parties are fully informed, acted intelligently and voluntarily, and further, that all rights and benefits inherit in or attributed to the property were included in the transfer." This property, in my opinion, had an estimated market value as of January 6, 1997: SEVENTY EIGHT THOUSAND EIGHT HUNDRED ($78,800.00) DOLLARS Employment in and compensation for making this analysis are in no manner contingent upon the value reported, and I certify that I have no financial interest in the property appraised, present or contemplated, or in any mortgage secured thereby. Sincerely, --.-; . /,- c_/~ Dick Hampton Assoc.Broker, GRI 19 N. BALTIMORE ST.. DlllSBURG, PA 17019. (717) 766-0055. (717) 432-9745. FAX 1717) 432-2368 hch office ind~ndfndy nwnt'd ~nd Of)el.lled I!~;~ ..aa~~ M o . M ID N tl~~ ~~~~ o '" .... ... '" . In N ~~ ~~~~ ~a~~~ N .... ID .... ~ lldll .. ~~;i~ '" ID . In N '" . In N ~ Olil ~~ ... 3: tJ ~I ~O '" ... I o .... I ... o III C 1I.l o 0\ I ... o I N o N 0\ . M ID '" .... o . o ... M . In .... 0\ .... M N '" . ID ID M . In .... 1I.l III o 0\ I In o I N .... '" '" . '" ... .... . .... .. '" . ID .... o . o N ... '" . ID .... o o . o o o . o N tJ ... In 0\ I ... o I M o ... M . ID ... ... N ID . N o o . o .... N ID N o o . o o o . o .... tJ ... o 0\ I M o I ... o In ID ... ID 0\ 0\ ... . '" ... o . o N 0\ ... '" ... o o . o o o . o N tJ ... ... 0\ I In o I o .... In ID . ... ID 0\ '" ... . N M M 01 l'O w ll' &l.~ ~ ... ... > u .... >t III II '" II UJ.wwCl "'~IH! IIX.c:'ll ~ >. '" II III II :. II X . X t:l III II ... g ~ ~ ~ X.....t:l 0\ ... '" ... 0\ ... N M M ~g ~~~~ o o . o o o . o N o o . o o o . o .... '" II II on '" '" II CO trll'O w u a u cu .rot.rot.... ,IJ ... >... ... U A ... 10 urn.... a.. cn I I I ... tJlI.ltJ3: C)cn....P"u:J tJ ... tJ t:l ... 0\ , In o I o .... In 0\ I ID N I ... o ... '" 0 .. on ~ III II < ><:::: t:l II II II .... II II OJ II ...t J::.... l'O.s::: tJ ... ~ ~ ... ... ~ ~ ~ ~ 3:tJonllltJ ~ III '" III 0 0 1I.l 1I.l III IIlro:l III 1I.l III III tJ 01.... ",..IC on ~ a 10 lU 0 10 ... <I COli In .... ..IC 0 .Q <I ... ID a U I) II) 11').... M ... CP w.... '" It) .. 0\ ID .c: GI III III = I In ... 0\ 0\ ... .. tJlloll.lllolll ! ... ID ... '" 0 M ... N 0 M I M ... In In .... III .... ID 0 0\ M M M 0\ ~ I I , ... .... '" '" '" '" N ... .... .... .... .... .... .... ... III ~ N .... 0 0 0 0 0 0 ~ i5~ ClIltJ N ... 0 0 0 0 0 0 IIlllolll FARMERS-MAIN ID:71;'~404'51:3 MAR 03'9;' 16:30 No.Ol'5 P.O~ FARMERS mmi TRUST _ Mlrch 3, 1997 Jan Wiley & Assoc. Dave Lenox 1 S Baltimore 5T Dlllsburg PA 17019 Re: Estate of Sarah A Yohn SSN 186-05-6103 Date of Death: December 5,1986 Dear Mr. Lenox; In answar to your Tequest concerning Bccounts owned, either separately or jointly, by the above referenced decedant and the balance In each account as of the date of death, we have cheeked our records and ere SUbmitting the following Information In duplicate. We suggest that you file one of these letters ettached to the Pennsylvania Inventory forms (RCC) to substantiate the balance you report. Note that we have shown the correct registration for each account. Also, Interest accrued to the data of dealh, if any, Is listed as a separate figure. Chaeking acc:ount #1167049 was originally opened 5/4/83. The account was titled In Sarah A Yohn's name alone. The balance as of 12/5/96 was 59,463.62 plus $7.71 accrued Interest for a total of $9,471.53. The account was eaming 1.75% Interest at the time of death, Savings account #5-010637 was originally opened 5/4/93. The account was tllled in Sarah A Yohn's name alone. The balance as of 12/5/96 was $4,215.41 plus $1.52 accrued Interest for a total of ~,21e.93. The account was eamlng 2.65% Inlerest at the time of death. We have no record of a safe deposit box In the decedents name. ;2~ JflJ"'C~ Karen Tomasaone Supervisor Customer Service ,/,- /,/1-/ ~- /J.... '1/ -.:; CDHHONWEALTH DF PENNSYLVANIA DEPARTHENT DF REVENUE BUREAU OF INDIVIDUAL TAXES INII[RlTAHC[ laX DIVISION DEPf. zlIoClOI IIAAA I SIIUAC , PI. l111a-OhOI NOTICE OF INItERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DAVID J LENOX 1 S BALTIMORE ST DILLSBURG DATE ESTATE OF DATE OF DEATH FILE NUHBER CDUNTV ACN PA 17019 06-16-97 VOUN 12-05-96 21 96-1034 CUMBERLAND 101 A~ount Renltt.d , v' ~*' I",,,,, II U, 111."1 SARAft A HAKE CHECK PAYABLE AND REHIT PAVHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PDRTIDN FDR VDUR RECDRDS .... ifE\i:is'4"i"EX-,\j:'p--iliFmuNOi''icni''-YNHEifiiANCE-YAin-ppiliisEHEN:r,u"iXciwAifcE-ifli-mm__m__m DISALLDWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE DF VOHN SARAH A FILE NO. 21 96-1034 ACN 101 DATE 06-16-97 TAX RETURN WAS: I X) ACCEPTED AS FILED RESERVATIDN CDNCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED DN: ORIGINAL RETURN 1. R..I Est.t. (Schedula A) III 2. Stocks and Bondi (Schedul. B) (2) 3. Closely Hald stock/Partnership lnt.ra.t (Schedule C) (3) 4. Hortg.gas/Nata. Raceivabl. (Schedule DJ (4) S. Cash/Bank Deposits/Hlsc. Parsonal Property (Schedule EJ IS) 6. Jointly Owned Property (Schedule f) (6) 7. Transfars (Schedule G) e71 8. Total Alsats APPRDVED DEDUCTIDNS AND EXEHPTIDNS: 9. Funeral Expans.s/Ada. COlts/Hisc. Expanse. (Schedul. H) C9J 10. Debts/Hortgag. Li.biliti.s/Li.ns (Sch.dul. I) (10) 11. Tot.l D.ductions 12. H.t Valu. of Tax R.turn 13. Charit.bl./Gov.rnn.ntal B.qu.sts (Sch.dul. J) 14. H.t Valu. of Eltat. Subj.ct to Tax I CNANGED 78,BOO.00 1.952.08 .00 .00 56 ,272.85 72.41B.52 .00 IS) 14,934.64 706.37 1111 (12) 1131 1141 NOTE: To insur. prop.r cr.dit to your account, submit th. upp.r portion of this form with your hx pay".nt. 209.443.45 1 ~ .641 01 193,B02.44 .00 193,B02.44 If an assessment was issued previously, lines 14, 15 and/or 16, 17 and IB will reflect figures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amount of Lin. 14 .t Spousal rat. (15) 16. AMount of Lin. 14 taxabl. at Lin.al/Class A rat. (16) 11. AMount of Lin. 14 taxabl. at Collat.ral/Class 8 rat. (11) 18. Principal Tax Du. NDTE: TAX CREDITS: r-PAvHENT L~TE '03-05-97 RECEIPT NUMBER AA185236 DISCOUNT 1+) INTEREST/PEN PAID I-I 5B 1. 41 .00 X .00: 193.802.44 X .06: .00 X .15: IlS) AMOUNT PAID 11,046.75 TDTAL TAX CREDIT BALANCE DF TAX DUE INTEREST AND PEN. TDTAL DUE .00 11.628.15 .00 11,62B.15 11,628.16 .01CR .00 .01CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TDTAL DUE IS LESS THAN t1, NO PAYMENT IS REQUIRED. IF TOTAL DUE 15 REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I ., , ~. L_ , - (':'iC, RESERVATJDH: [,tat.. of dlcedants dyln~ on or bafor. D.c..b.r 12, 1982 .. I' any future int.rl.t In thl I. tat. I. tran,f.rred In pOI....lon or enJoy..nt to Cl... B leol1.t.ral) bln,fleterla. of thl dlcld.nt after thl Ixplratlon of an'll .,tatl for II'. or for v..r., thl Co..onw..lth har.by ..pr...ly r...rv.. thl right to apprals. and a.I... tranl'.r InherltanCI r.... at thl lawful CI... a lco11.1.ral) rat. on any such future Intar..t. pURPOSE OF NOnCE: '0 fulfill thl r.qulr...ntl of Slctlon ZlltO of Ihti Inherltanc. and Eltat. Tu Act, Act 21 0' 1995. (72 P.S. Slctlon 91ltO). PAYKEHT: O.tach thl top portion of this Hotlel and lubalt with your pay..nt to thl R.gllt,r of Will. printed on thl rlv.r.. ,Id.. uMaka chick or 1I0nlY order payabl. to: REGISTER OF MILLS, AGENT REFUND (CA)1 A r.fund of a taM cradlt, ~hlch was not r.qu..t.d on the TaM R.turn, .ay be r.qu..t.d by co.pl.tlng an ~Appllc.tlon for R.fund of P.nn.ylvanla Inh.rltanca and E.tal. TaM" (REY-IlIl). ApPllcallon. ara avallabl. al thlOfflc. of Ih. R.gl.l.r of Will., any of the Zl R.vanu. DI.trlcl Offlc.s, or by calling Iho .p.clal Z~-hour an.w.rlng ..rvlca nuabar. for for.. ord.rlng: In P.nn.ylvanla l.aOO.36l-l0S0, out. Ide P.nn.ylvanl. and ~llhln local Harrl.burg ar.a (717) 7a7'1094, TOOl (717) 77l-llSl (H..rlng I.palr.d Only). OBJECTIONS I Any party In Int.r..t not .atl.flod wllh the appr.I....nt, allo~anca or dl.allo~anc. of d.ductlon., or a.......nt of taM (Including dl.count or Int.r..t) a. .ho~n on thl. Hollca .u.t ObJ.ct within .IMty (60) day. of r.c.lpt of this Hotlca bYI u~rltt.n prot..t to the PA D.part.ant of R.v.nuo, loard of App.al., D.pt. ZIIOlI. Itarrlsburg. PA 1712a-1021, OR --.llctlon to havI the .att.r d.t.r.lnld at audit of Ih. account of the p.r.onal r.pr...ntatlv., OR --app.al to the Orphan.' Court. AD"IH ISTRATIYE CORRECTIOHSf F.ctual .rrors dl.cov.r.d on thl, ........nt .hould b. addr....d In ~rltlng to: PA D.part..nt of R.v.nu., Bureau of Individual Tau., AnH: Post A.......nt R.vlew Unit, D.p," Za060l, tlarrlsburg, PA 17121-0601 Phon. (717) 737-6S05. S.. page 5 of the bookl.t "Instructions for Inh.rltanc. ,.. R.turn for a Aa.ldant a.cad.nt" (REV-ISOI) for an ..planatlon of .dalnl.lr.tlv.lY corractabla .rror.. DISCOUN'1 I' any ta. due I. paid within thr.. Cl) cal.nd.r .onth. aft.r the d.c.d.nt'. dlath, . 'Iv. p.rc~t (5~) dl.count of the tax paid I. allow.d. PENALf'f'f The IS~ taM aan..ty non-partlclp.tlon p.nalty I. co~ut.d on the total of the taM and Int.re.t .......d, and not paid b.for. January II, 1996, the flr.t day afler the Ind of the ta. .an..ty periOd. 'his non-p.rtlclp.tlon penalty I. .pp..labl. In the .... .ann.r and In tha the .... tl.. p.rlod a. yoU ~ould .ppaal the ta. and Int.re.t that h.. b..n ...e...d a. Indlcat.d on thl. notlc.. IH'ERES'I Int.re.t Is charg.d bag Inning with flr.t d.y of delinquency. or nine (9) .anth. and one (IJ d.y fro. the dala of d.ath, to the data 0' pay..nt. T.... which b.ca.. d.llnqu.nt b.fore January I, 1912 b.ar Int.r..t at the rata 0' .Ix (6~) perc.nt per annul calculated at a d.lly ral. of .000164. All ta... which b.ca.. d.llnquent on and aft.r January I, 1912 will b.ar Int.r..t at . r.l. which will v.ry fro. c.l.ndar y.ar to cal.nd.r y.ar with th.t rat. announc.d by the PA alpart..nt of R.v.nu.. Th. appllcabl. Int.r..t rat.. for 1982 through 1997 ar'l !!!! Inl.r..t Jral. Dally Int.rut ractor !!!! In'.r..t Ral. Dally Int.r..t ractor 1982 20X .000541 1987 .~ .0002lt7 19U 16> .DOOUI 1'11-1"1 ll~ .00UOl 19.,. 11:C .000lDI 1992 .~ .000l47 1915 13:C .000356 1993-1994 I~ .000192 1986 10;( .000U4 19'~'1997 .~ .GDG2,.7 --lnt.r..1 I. calcul.l.d .. follow'l INTEREST = BALANCE or TAX UNPAID X NunBER or DAYS DELINQUENT X DAILY INTEREST rACTOR --Any Hotlc. I..ued .ftar tha t.M b.co... d.llnquent will r.fl.cl an Int.r..t c.lculatlon 10 flft.en CIS) day. b.yond the d.t. of Ih. .....s..nt. If pay.ant I. .ad. aft.r Ih. Inl.r..t co.put.tlon d.l. .hown on Ihe Hotlc., additional Int.ra.1 .u.1 b. calculat.d. " . , , STATUS REP'!!lT UNDER nULE 6. 12 Name of Decedent: Sa r a..h~n Date of Death: /;;J.OS.9lP Will No. 19qt.,-OIOJ.'-f Admin. NO.;?f9Cn-fD3'i 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 ~dministration 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 personal representative file a final account with the Court? Yes No v--. b. The separ~te Orph~ns' Cuurt 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 V No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the ::::,O',,'::::h'"" Coon ,..d m,y j;t01Z-~' David .T. Lef'/f)'t.. F.S{l. Name (Please type of pri<<t) _()n" S. 13111 j-; fYMr~ Sf. Address ~ i 11.5 huf'lj, f'lt-nol'} 1111) tf3~ -4uu&' Tel. No. :t~, : J _ .J . ...'- -, . Capacity: Personal Representative v'Counsel for personal representative lMAH:rmflAM3) JRD/June 30, 1992/17858 REGISfER OF WILLS Cumberland Counly Courlhouse One Courlhouse Square Carlisle, PA 17013 NOTICE PURSUANT TO RULE 6.12 PENNSYLVANIA SUPREME COURT ORPHANS' COURT RULES To: Personal Represen/ative Counsel: DAVID LJ:J\OX, "SQ., RE: Estate of SAIWl A YOHN , Deceased, La/e of SILVEH SPHING TOWNSHIP Estate No.: 21-1996-01034 Date of Decedent's Dea/h: 12-5-1996 Pursuant to Rule 6.12, the above named personal representative or the above named allomey, if applicable, within two {2} years of the decedenl's death, and annually Ihereafter un/i( administration is compleled, is required 10 file with the Register of Wills a Status Report as required by Rule 6.12, in substantially the prescribed form, showing the dale by which the personal representative, or allorney, as applicable, reasonably believes administralion will be completed. The purpose of this Notice is to advise you that unless the requisite Slatus Report is filed with the Register of Wills or Clerk of the Orphans' Court, as appropriate, within ten (10) calendar days after the date of this Notice thaI the Register of Wills Is required to notify the Orphans' Court Division, Court of Common Pleas of such delinquency and to request that said Court conduct a hearing to de/ennine whether sanctions should be imposed upon the delinquent personal representa/ive and the delinquent personal representative's counsel. if any. Accordingly. if the requisite Status Report is not filed by 2_'lwjQQ9 ,19_, you are hereby advised that a request will be submitted to the Court in accordance with Rule 6.12. Date: 1-22-1999 -rnJJv'ujc.'/lJ.A~'t..{fn7/JJlilt~f Deputy R gisler of Wills Dislribution to Estate File