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Home My WebLink About96-01042 . PETITION HlH PHonATE :md GHANT OF LETTlms 1~"t11c' I!I w\l\'\A',_,~_\ \LU Nil. ,,;;)::__2',,-10 SIC:< III.w kllOll'1I 11\ - __ _"_"_ ___~ Tn: ----------. '-, -~...... --~~.-.. J)I'("(,''':H.'t/, Social S('fIlTlly No, L ~~ \J,_ '_. ..~~---,,:~...l....::..,;,\ I{L'gi"Cr Ill' WiI" ror Ihc COlIlIll' or in Ihc Conllnoll\\'callh or I'cnmylvania Thl' PL'1i1i1l1l III IlIl' 1IIldl'l\jl-!lll'lJ Il"Jll'l'lllllly ""Pll"I.'III.\ Ihar: YUill pl.'liliulIl'I(\I. \\110 j\/illl.' IN )'l'.II' of ill!l' or ohkr illlll1e c.\l....uL V_\.l inlhL' la" II ill III ""' ahlllL' ,kL'l'''L'III,.dillcd ',,- '--T "'__~:-, ' . an" clldkill'l daIL'd_.) I 'c\. _'<-:\:/_ ~~-1,.._..i_..,\.L~ \ \ -----.- -----..----.. ....__J _ _____.._____.____ namcd I,,' ) t'" I -.--.-- ...._---... .1}L'ccn,k'lI 11;1\ dllll1ic;k<l. 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YC<lr' "'a~c, died --"X"''.>':.L:- <II .\-' AI Il' \\\\ '_..',-/\\!.I..___ -\"':"'L.L'._~.I_.L 1'\"'1'1 a\ 11111",,,. deL'c,iL'1II did ""'"lall~', w,,, IIlII di""'ccd allll did "'" ha..c a L'hild h"lII or mILllllCd allL'1 L'\Cl'lIlillll ,,11111'lIill nn''IL'd In' I'",hale; wa, ""',hl' ..klilll nf a killillg 'lIId IV;" IICvcr adjudicalcd irh,'Olllpl.'It.'III: .._._ .~ ..___________._ Ikn'lId(.'1I1 HI dl.'.lIh UWIH:d prUpl.'lIy wilh c~lill1alcd "alllcs as folhl\\'\: (If dClmiciled ill 1'''.1 ^"l'e..'Clllall'rClperlY (II' 'IlII dCllllieikd ill I'a,1 I'L'I\Ollal pl"pell)' ill I'clI",yl""lIi<l (II Uol dOlllkllnl1ll lIa" I'cr\OI1ill propcrlY in ("oUllly V<I'"L' Ill' rL'al, L'\I<lIL' ill!'L")~I'YI":'"ia,-,-, , " ~. \.. ~, \JlII;IIl.'" iI\ lurh~\..: ~'.- "-'-~-_-.~ ..'\ -~.~--"':'_'-._:....~.._~\J,.._~-.:_ _.u.-_..._.__ . J_ 'l.:.:.. "t~~;:-\ ~'~"'~~\:"_..!____~_'::'~"'_ __ ".1 ..' , , 19 (\ \- J I $- $ S S...;2C;,~,l"1:J --y ~' ,__ r::. \ - \\ III:I{EHJI{I:, l'eliliClIIC"" re'peL'lrlllly rClfllc"('1 Ihe p",h,"c "I' Ihc I"" will and codicil(s) pn'\cllll.'d 11(.',l.'\\ 1111 i1IHllhl.' !!ralll (11' klll'r\ .__ _____ _. _.._ ._________ --- ~---.----.. .____.._h_ _+_._______ Ilh.'IOII. Ill"I,IIII"III,!f\; .Ullllllll"I,lIhlll ".I.il.; ;ulll1illl\lI,1linll d.h,n,(".1.3.) . , " c " ~~ xt "'J~ C " "'1;; ~~ ", ;. ~~\.~ rw.. \L~d ._~!~TC\\t , .~ ,'-' < G~ 1> Lcl ---------..- -- --_. ~------ "-.-- ---- .-- .-.- /:i-/4&' il OATH OF PEnSONAL ImpnESENTATIVE COMMONWEAI:"'IOFI'ENNS\'I.\'ANIA cm:;"..\' OF CUMBERLAND --.---'--.-.- -...-- -..__._.~._-_.- -. - -.-..-... ---- -- -.---.-."------ I j tit! The l'elilinllell'l ahon"lIaIllL'd 'Wear,,) m anillll(,) Ihal Ihe 'lalclllclII' illlhc forcgoing pClilion arc I rill' 'lIld ~nrrCL'1 In Ihe he'l nllhe k,u1IIle"gL' ,"ul helicr nr I'cliliollcr(\) '111" Ih," as pcrsonal rcprcscn- lali..el'l nr Ihe ah"IL' ',,"ccdelll I'elilinllel(" will wL'lI alld Irllly adlllilli\lcr Ihc CSlalc a~eording 10 law, SLIm II h' 1II allillll.L'" ap>!'III1\C1ih','" i "\l~'i'vu."'-'--~<:~ hCr'~I';;!II" Ihi, <-t.W <.':: u "a,1 nr ~\~..u..-' \ - ,t.f...- l' ,i/' Z 11}_(l~' -.______ 'o1r~.- G.'"r.. jJtiLe (< .JU.,ti "'/L _/!{!i) ..u_______ U('ci.\l('r , , OQ :0 . ~{l; 1..("1 , ~ l.l CrT' 6, ~ L. C \, - l N 0- , -U n ~ 1;. ('j _. b: p,;:.\. v.: , PETITION nm PRonATE nnd (JI{ANT OF LETrERS Estate oj 0150 known as No, To: RegiSlCr of Wills for Ihe ~ J)e('rIIS(,d. Counly of in the Social Security No. Commonweahh o( Pennsylvania The pelition of Ihe undersigned respectfully represents Ihat: Your petitioner(s), who is/arc 18 years of age 0' aide, .mlhe exeCUI in the last will of the above decedenl, daled and eodieil(s) daled named ,19__ ('toIlC rclevanl drCIln1\lancC's, (,It. rrRund.lli ,dralh or c\C'cUlor. C1C.) Decendent was domicilcd al dcalh in County, Pennsylvania. with b lasl family or principal residence at \ ", r 3nd mllndpalilY) Decendcnl, thcn . 19 at --- Except as follows, decedent did nol mar' ,was not divorced and did not have a child born or adopted aner execution of the will offered for pro Ie; was not the victim of a killing and was never adjudicated incompetenl: . Decendent at death owned prope'rlY.lilh estimated values as follows: (If domiciled in 1'a,) AII,I"',sonal p,operlY S (If not domiciled in Pa.) P~rson properlY in Pcnnsylvania S (If nol domiciled in I'a,) [Yersonal openy in County S Value of real eslate in Pennsylvania S situated as follows: ~ e ""- 'cf 0:. c ""c c': ~.= _u .:.. '0'_ ; 0 ;; c .. iii WHEREFORE, peti 'one,(s) respectfully request(s) prr<ented herewilh an the grant of tellers the,on, probate of the lasl will and codicil(s) OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 'S COUNTY OF ]' :::; The petitionerls) above.named swea,(!) 0' arri,m(s) thatlhe statements in Ihe foregoing pelition are true and co,reCI to Ihe hest of Ihe knowledge and helief of petitione,(s) and that as personal represen. talive(s) of the above decedent petitione,(s) will well and truly administer Ihe estate according to law. Sworn 10 0' affirmed and befo,e me this subscribed { day of 19_ R('KiSIt!r ~ ;;. " " - " ~ ~ No. 21-96-1042 Estate of WILMA SCHUM . Deceased DECREE OF PROBATE AND GRANT m' LETTERS AND NOW DECEMBER 18 19~, in eomide,ation of Ihe pelition on the reverse side hereof, salisfaelo,y proof having been p,esenled before me, IT IS DECREED Ihat Ibe instrumenl(s) daled MARCH 21. 1983 described therein bc admiltcd to probale and filed of record as Ihe last will of WILMA SCHUM and Lelters TESTAMENTARY arc hereby granted III HERM IE REED A/KI A HERMINE M. REID ~--- Lf))i ~ ij (1 ~(I ~L'.LL2JC~Q_I/J' ~l'~ R:ll'.lcr of Wilts FEES Probale, Leite,s, Elc. ".,.,.,. $ 60.00 Shn'l Certificates\ 1) .. , . .. .... $ 3.00 R ., 1 $ 5 00 enunclallonEXTIlA 'PACiES' , , , : .JCP $ tHH TOTAL _ $ 82.00 Filed ,\)I'P-I';l-JIII'R, HI,. .l99,6. ,., " ",.." , ATTORNEY (Sup. Ct. 1.0, No,) ADDRESS I'HONE MAILED LETTERS AND ORDERS DECEM8ER 19. 1996 TO EXECUTRIX Itl~I':"(", 8M ;, t'[[ rou "'IS ClHTIllCATl 'H~'I WAIlNING: IT 15 IllEGAL 10 Alllll 11115 CUPY 011 TO DUPLICATE flY "llOTOSTAT OR PIIOTOGIlAPII, COMMONW[Al HI or PENNSYlVANIA DEPAftTMtNT OF IIEAlTtI VITAL ntconos 21-96-1042 LOCAL REGISTRAR'S CERTIFICATION OF DEATH CERT. NO, 2684628 ,. _ .,Jllne_12,.J.99S.___ {l..'..."'I\I....,., ,.",t..""".,,,>,, Name of Decedent ----.lI.iJm<!--._______.Lilek_._________.Schwn , ,'" I,.~ 'J t... t ..\1 Sex Female 1!l.2-2ft.:J!;1flO_____._ Date of Death _olUOf'!-.C!!lJ 1995 Social Security No. Date of Birth --.!!L02L12 ._ Bi'thplace___.___,_Huoga,ry______.._ Place of Death Camp Hill Care Center Cumberland Camp Hill (;.1, f1"".N"'" lU~"Vl'I' Pennsvlvanla '~[.."., rum.. [",".', Race Whi te Occupation -':!Ql!!;f'!WO.r!<:LHQ!l1~L______ A,med Forces? (Ves or No) Decedent's Marital Status Widowed Mailing Add,ess _49_I'R..F:orLRd.. ~il1 'I.;",',," ~,T"',,: C.ly D' To"," No PA 51.11to Informant Hermine Name and Address of Funeral Establishment Reid .. Funeral Di,eclor __1iteQhenJ'. T!J9\IIPJ>9.D Thompson Funeral HOI11g,_!_n~L1.4.6._~,-~t!:L1it,.J&b<lmm, PA Part I: Immediate Cause I nterval Between Onset and Death (a) Chronic Renal Failure (b) Dehydration (c) Diabetes (d) Part II: Othe, Significant Conditions Atrial Fibrillatio':l.:_~pi_!:.a t_i_Cl':l ,_~cl['Otrte , , , -'-- ~-_.~._--~---- . -. -----_.~-_. Manner of Death: Natural ~ Accident 0 Suicide 0 Desc,ibe how injury occurred: Homicide 0 Pending Investigation 0 Could not be Determined 0 Name and Tille of Certifier G. Engart!!.er, ~______.. Address Camp Hill, PA (M,O., D,O.. Coroner, M,E,) --_...__..__..._--_._-_.~._- -..--. This is to certify that the IOfo,mation here given IS correctly copied lrom an original ce,lificate of death duly filed with me as Local Regist,ar, The o,iglOal certificate Will be forwarded to the State Vital Records Office for permanent filing. ~une 12.'_!5l_~5... [)Alt'II..........<1".,I'"..'I'...I"'J. ~., .JII...'.A/~ ..-----___u3B~55_ 1~85 ~~";'~::;r:::n PA 17042""'''' -..---.... .......-.,.......--..,.-----.,.....-- ...__._ ......._'u...~~__.,._....._....~., ___ ' . '0"1 ^, :."" . .', B,.."~,'.j" I"~"""I' LJ\ST WI LJ, J\ND TF.S'l'N-'ENT OF WILHJ\ SCIIU~\ I, WIUlJ\ SCHUH, a resident of Lebanon, T"ebanon county, pennsylvania, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any former \~ills and Codicils by me heretofore made. FIRST: I direct that my debts and funeral exoenses be paid as soon after my death as may be reasonably convenient, and I hereby authorize my Executors to settle and discharge any claims against my Estate in their absolute discretion. SECOND: I hereby order and direct my Executors to pay all estate, inheritance, transfer, legacy or succession taxes to be charged against and paid out of my property passing under my residuary estate. THIRD: I give, devise and bequeath my entire estate, wheresoever situate, to my five (5) cpildren, HBRMIE PEED, Mechanicsburg, pennsylvania, MARTHA EARLY, palmyra, pennsylvania VICTOR LILEK, pottsville, pennsylvania, JOSEPHINE NAGt-1ER, Lancaster, pennsylvania and MARY FELTY, Fort nix, New Jersey, in equal shares. THIRD: In the event one or more of my children shall predecease me, his or her share shall (10 to pis or her issue, per stirpes. -1- COMMONWEALTH OF PENNSYLVANIA COUNTY OF LEBANON SS: I, WILMA SCHUM, testatrix, ~Ihose name is siqned to the attached or foregoing instrument, having been duly cualified according to law, do hereby acknowledge tr.at I signed and executed the instrument as my Last \olill; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledged before ne, by WILMA SCHUM, the testatrix, this a/~ day of ~Iarch, 19R3. Q-~f ~ Notary public DIANE F. PATTrR$(lN, tJC'lI~ry PI,!J:ic leba nor., lr.L,~Mr1 ("'.1:1"'. p,' My Comllli~!ion l.\;Jirc. (;~C. 9, 1')(;5 2~ ~ :n~ ~;' ~g i;;a 9: ~ ~~r ~ F. ". ~~ ::.1 ~ r., ':J CL --"" ,... ,-,. <6 o' . -0 ;'10 . . -' Vi - (, 0 ~c: }::; - )>~ W \11 Z t~ :JHg ~"U\< C<~Q. Z~<ti - c(.% ~D \1I~H Z ~U\m _ .101 ..I '..J ~ t 1II ~ ~ ,. " . . . '. ~.-". 21-96-1042 ImNlJNCIATlON IlIl\c EMalc III.... .... .()J 1l...111f\~(I..fYn.J._.._.._.__. lIccca~cd, Tlllhc l\Cl\iMCI III Will. III ... ~me;;g~H IJ_____ COUllly, I'ellll~ylvallia, The \ll\ller~i&lIc,1 _.._..-. :llMts.Y--_fE "-f'i of lhe ahove dcecllelll, herehy IClIl1IlIlec(,) Ihc lil\hl III :\lh\lilli~lcr Ihc "'laiC alld rC~llecll\llly a,k(~) Ihal l.ellcrs he i\\lu.:d In +rEf&!'iNg-ktD .- .--....-..---....-.---.. WITNESS{:;}~...(l{!ha-'1."'h_.___h;\l\lllhi~ J,3 day of O('(nh..... ,19 q(" , 1f(~ 1;J;bg I Od.'~ f\r;'~~ Vi{Vl ROQd '~~CL ~,f:;) '33 l.P I 1 q/ II, f , ; /'fJ/luLl'.o.tL'LLc_- l .' (!1illllnUIlC) o::r ~~ - r;:? O.!!l - ~ . (1)== e ' -,3 ~~~ ... G'C; r- ,2 - To ,. ~ :1 ~. ~. ......":. a ell' ~p '- .-- OU> ....0 gC) ~ "CE a: a: ~a !;J,{I1 t.,. ,--0 rt p:l. I I g IA (lutJ4.).u,/ ~t'C") 3 3(,.' /1 (Siltll:tIIlIC) ._._0.._---- (^dlllcu) IN THE REGISTER OF WILLS OFFICE FOR CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF WILMA L. SCHUM DATE OF DEATH: June 8, 1995 NO. 1996-01042 CERTIFICATION OF NOTICE UNDER RULE 5.6Ia) 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 following beneficiaries of the above-captioned estate on March 25, 1997: Ms. Josephine Wagner 1742 Conard Road Lancaster, PA 17602 Ms. Martha Early P.O. Box 183 R.D. #1 Palmyra, PA 17078 Ms. Mary Felty 10219 Ninevah Road Tampa, FL 33617 Mr. Victor Lilek % Ms. Mary Felty 10219 Ninevah Road Tampa, FL 33617 Ms. Hermine M. Reid 3602 Dwayne Avenue Mechanicsburg, PA 17055 Respectfully submitted, c:J , . .- t.:' ,~ r- N n:; ~ -, , " 1-. rJ~ r' ) :J u: 0"~ ...,,-,, & WEIDNER re 17108-0845 Attorneys for the Estate of Wilma L. Schum Dated: March 25, 1997 , @APR 2, 41998 c: IN THE COUR'r OF cOMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF WILMA SCHUM, DECEASED ORPHANS COURT DIVISION NO. 1996-01042 DECREE M AND NOW, this ~ day of having considered the within petition , 199B, after For Settlement of Small Estate, it is hereby ORDERED AND DECREED that the estate of Wilma Schum be distributed to the persons entitled thereto as set forth in the first and final account attached to the said Petition, and upon completion of such distribution, Hermine M. Reid is discharged as Executrix of the Estate of Wilma Schum. J. IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF WILMA SCHUM, DECEASED ORPHANS COURT DIVISION NO. 1996-01042 PETITION FOR SETTLEMENT OF SMALL ESTATE The Petition of Hermine M. Reid, Executrix of the Estate of Wilma Schum, respectfully represents as follows: 1. Wilma Schum died on June 8, 1995, having resided at the camp Hill Care Center, 46 Erford Road, Camp Hill, Cumberland County, Pennsylvania. 2. Petitioner, Hermine M. Reid, is the Executrix of the decedent's will dated March 21, 1983 which was admitted to probate by the Honorable Mary C. Lewis, Register of wills of Cumberland County, on December 18, 1996, and Letters Testamentary were granted to Hermine M. Reid on December 18, 1996. A copy of the will is attached hereto as Exhibit "A". 3. Petitioner is related to the decedent and has a one-fifth (1/5) interest in the estate of the decedent, as set forth in Paragraph 3 of the decedent's will. 4. The first complete advertisement of the grant of letters was on April 12, 1997. A true and correct copy of the Proof of Publication of said advertisement is attached hereto as Exhibit "B". 5. The First and Final Account of the Estate of Wilma Schum, dated March 31, 1998, is attached hereto as Exhibit "C". 6. The gross real and personal estate of the decedent totals less than $25,000.00 as shown on Page 1 of the attached account. 7. The entire distributable balance, as reflected in the attached account, is not sufficient to pay all of the administrative expenses of the decedent's estate and the decedent's creditors; therefore, there will be no funds available for payment to the decedent's heirs. 8. All parties in interest have received a copy of this Petition as reflected on the certificate of Service attached hereto. - 1-96-101i2 .' ........ \ LAST WILL AND TESTAMENT OF WILMA SCHUM I, WILMA SCHUM, a resident of Lebanon, Lebanon county, pennsylvania, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any former Wills and Codicils by me heretofore made. FIRS'!': I direct that my debts and funeral expenses be paid as soon after my death as may be reasonably convenient, and I hereby authorize my Executors to settle and discharge .. .. . . any claims against my Estate in their absolute discretion. SECOND: I hereby order and direct my Executors to pay all estate, inheritance, transfer, legacy or succession . taxes to be charged against and paid out of my property passing under my residuary estate. THIRD I I, give, devise and bequeath my entire estate, wheresoever situate, to my five (5) children, HERMIB P.BBD, '. ..... Mechanicsburg, Pennsylvania, MAR'1'HA EARLY, Pa~yra, pennsylvania VICTOR LILEK, pottsville, Pennsylvania, JOSEPHINE WAGNER, Lancaster, Pennsylvania and MARY FELTY, Fort Dix, New jersey, in equal shares. THIRD: In the event one or more of my children shall predecease me, his or her share shall go to his or her issue, EXHIBIT "A" per stirpes. . ----.-.. \ , \ FOURTH: I confer upon my Executors full power and authority to sell, transfer and convey my ~roperty, real or personal, which I may own at the time of my death at such time and price, and upon such terms and conditions, as they may determine, in their sole discretion. FIFTH: I hereby nominate, constitute and appoint HERMIE REED, Mechanicsburg, pennsylvania and MARY FELTY, Fort Dix, New Jersey, or the survivor of them, to serve as Executors under this my Last Will and Testament. I further order and direct that said Executors shall serve in such a capacity without the necessity of bond. SIXTH: " ..' I request my Executors to employ Rline & Rline in the settlement of my estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this J./.;;t'day of March, 1983. J- ?-;;:~ dL~/ "WILMA SCHUM (SEAL) Signed, sealed, published and declared by the afore- mentioned testatrix, WILMA SCHUM, aS,and for her Last Will and Testament, in our presence, who in her presence, at her request names as witnesses. O~~~~~ub.crib.d ~J/~ our and in the presence of each .......-. -. . " ". t' '". .. . ~ ,. \ , - . -' . -- -~...-- COMMONWEALTH OF PENNSYLVANIA ) COUNTY OF LEBANON ) 55: We, SAMUEL A. 1<I.INE and ANN H. KLINE, the witnesses whose names are signed to the attached or f.oregoing instru- ment, being duly qualified according to law, do depose and say that we were present and saw testatrix si9n and execute the instrument as her Last Will, that WILMA SCHUM si~ed willinglY and that WILMA scHUM executed it as her free and voluntary act for the purposes therein expressed I that each of us in the hearing and sight of the t~statriX si~ed the Will as witnesSes I and that to the best of our knowledge the testatrix was at that time 18 or more yea'X's of age, of sound mind and under no con- straint or undue influence. , sworn or affirmed to and subscribed to before me by SAMUEL A. KLINE and ANN H. KLINE, witnesses, this O{/<it" day of March, 1983. ~.fi~ ~~F~ Notary public DIANE F, PATTERSON, NoW'" Public leNnon, lobs non County. PI, Htt Cornmlllion bplr.. D.c. 9. 1915 EXHIBIT "e" ESTATE OF WILMA SCHUM, DECEASED FIRST AND FINAL ACCOUNT of HERMINE M. REID EXECUTRIX CUMBERLAND COUNTY FILE NO. 1996-01042 STATE FILE NO. 2196-1042 Wix, wenger , Weidner Attorneys for Executrix Stephen J. Dzuranin, Esquire 508 North Second street P.O. Box 0845 Harrisburg, PA 17108-0845 (717) 234-4182 EXHIBIT "c" ~ ESTATE OF WILMA SCHUK, DECEASED FIRST AND FINAL ACCOUNT of HEMINE K. REID Executrix Date of Death: 6/8/95 Letters Testamentary Granted: 12/18/96 First Date of Advertisement of Letters: 3/29/97 Account stated to: 3/31/98 SUKHARY PRINCIPAL RECEIPTS $ -$ 20,273.07 PRINCIPAL DISBURSEMENTS 2.455.48 BALANCE FOR DISTRIBUTION AS PER FIRST AND FINAL ACCOUNT: $ 17,817.59 ADVANCE DISTRIBUTIONS: None TOTAL ADVANCE DISTRIBUTIONS: -$ 0.00 BALANCE FOR DISTRIBUTION: $ 17,817.59 *THIS BALANCE CONSISTS OF CASH IN THE AMOUNT OF $17,817.59 STATEMENT OF PROPOSED DISTRIBUTION ,i Ii Hermine M. Reid, Executrix deceased, hereby proposes to make and Testament of Wilma Schum and 3392, as follows: Balance for Distribution as per First and Final Account for the Estate of Wilma Schum, distribution as per the Last Will in accordance with 20 Pa. C.S. S !' $17,817.59 j To Whom Purpose Amount Wix, Wenger & Weidner Admin. Expense I $ 1,890.00 Attorneys fees' Wix, Wenger & Weidner Admin. Expense I 15.00 reimbursement of costs Wix, Wenger & Weidner Admin. Expense I 60.00 Advertisement in 75.50 Cumberland Law Journal & The sentinel Hermine M. Reid Admin. Expense I 1,007.50 Executrix Fee Hermine M. Reid Admin. Expense I 82.00 Probate Fee, Cumberland County Thompson Funeral Home' Funeral Expense 4,724.00 Good Shepherd' Funeral Expense - last 25.00 rites CMS West' Gravemarker 1,210.00 Department of Public Class 3 Claim 3,168.59 Welfare Hermine M. Reid Reimbursement of loan 567.55 to estate for payment of utility bills, housecleaning, home insurance, and taxes of decedent Josephine Wagner Reimbursement of loan 170.05 to estate for payment of utility bills of decedent Class 6 Claim of Dept Total claim of 4,733.68 of Public Welfare $6,891.39; Distribution of 68.689% TOTAL DISBURSEMENTS: $ 17,728.87 :, I. I 'I I 'I .\ Attorneys fees consist of $1,390 fees incurred to date, plus $500 estimate to complete estate administration Payment made payable to Hermine Reid as reimbursement Any remaining balance, including future interest earned, shall first be applied to any additional costs incurred in the estate administration I the remaining balance shall be paid to the DPW's Class 6 Claim BUREAU OF INDIVIDUAL TAXES INHERITANCE rAX DIVISION DEPr. Zl06a 1 HARRISBURC. PA 111l6-0601 ~'l.~"'''' ,\. ~. ~.' aae; ~ 10/), S/n *' NOTICE OF INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-27-97 SCHUM 06-08-95 21 96-1042 CUMBERLAND 101 STEPHEN J DZURANIN ESQ WIX ETAL 508 N 2ND ST HBG PA 17101 A..ount Aanlthd 11..Ilt111 I" I"'''' WILMA 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 ~ iiE'v:iS4'i-Ei("AFP-io'F9'fj-Noi"icE--oi'-YNHERii'ANcE-':AX-A-PiiRiiiSEtfENT",--ALLoiiANcE-olim------m----- DiSALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SCHUM WILMA FILE NO. 21 96-1042 ACN 101 DATE 10-27-97 TAX RETURN WAS, (X I ACCEPTED AS FILED ReSERVATION CONCERNING FUTURE INTEREST - SEE REveRSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..1 Estoto ISchodulo AI 2. stocks and Bond. (Schedule B) 3. Clos.ly Hald stock/PartnershIp Int.r..t (Schedule C) 4. Hortg.gas/Hot.. Raceivabl. (Schedule DJ S. Cash/Bank Deposits/Hilc. Parlonal Property (Schedula E) 6, Jointly Ownod Proporty (Schodulo FI 7, Transfars (Schedule G) &. Total A...t, I CHANGED III 121 ISI 141 151 161 17) 20.000.00 ,00 .00 ,00 150,00 ,00 ,00 IBI APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funaral Expans../Adn. COlts/HiIC. Expans.. (Schedule H) 10, Dobts/Hortgogo Llobl1ltlos/Llons ISchodulo II 11. Totol Doductlons 12. N.t Valu. of Tax R.turn 13. Charitable/Governnental aeque.ts; Hon~elacted 9113 Trusts ISchadule J) 14. Net Value of Estate Subjact to Tax 191 1101 9.176.50 NOTE: To in sur. proper credit to your account, sub.it the uppar portion of this forn with your tax pay..nt. 20.150.00 ;>?,c;n3 ;>9 2.353.29- .00 2.353,29- If an assessment was issued previously, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of abh returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of line 14 at Spousal rat. (15) 16. Anount of Line 14 taxable at lineal/Class A rat. (16) 17. Anount of Lin. 14 taxable at Collataral/Class B rata 117) 18. Principal Tax Du. NOTE: TAX CREDITS: PAYHENT DATE RECEIPT NUHBER DISCOUNT (.) INTEREST/PEN PAID 1-) 13.326,79 Illl 112) lIS1 1141 ,00 X ,DO. ,00 X ,06. .00 X ,IS. lIBI AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ,00 ,00 .00 .00 ,00 .00 .00 ,00 . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YDU HAY BE DUE ., I i ~ j ~I ~i i~, ~ I ! fo ~.;: u,f' - ,~ .,1 - 9.0 g"" ::r, ~~ ." ~2 N If " Ut Q, 0'1 ~ ''4' u.l 8 :z I- . t:l iU 8 ~ ~ ~~ E~ .' ~ ,J Q ~ S. ~:z; lil'~ faR ~ 0 ,:>. 'iI::' ~ 2 M ~,tl,:!"I::,,', u.l 2" ::fc;~ l,) 0 e 0 ~ , ~E · ~ ~ ~. ~ ~~l . :5 ~" ~ ,~ ~ ~" . . ~[~ 1$00 fit 1"11 ... .... ..:5'" l;l1E~ "''''9 "'s" ....... ...ili "'''' "'z 82 .0. OATIS O' OIATH Am. 12/31/91 CHICK HIl If A SPOUSAL ,0vI.ry CIIOIT IS CLAIMIO 0 PILI HUM.I. ,: I COUNTY CODE o '[OIN'~ OM'~ I AOOII1$ 331 E. Weidman St~eet Lebanon, PA 17046 ~ I,:;' 1'-/\ II INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) YEAR I 'J'}:A NUMB! N A ~ 1. Original Relurn o ., lIrni"d E.la" Xii 6, 03, 05, Remainder Return (far do". of dtalh prior 10 12.13,8: federal Eliot. Tall R.tur" R.quir.d \/) AOO''''508 No~th Second St. H~r'r; Qhl1r'tg. p.a 17' n1 OAf( ).-/1: -'n \ ',' \ ('\ c (J , "'\ o 2. Supplemenlal Return tJ "a. future Inl.r..1 Compramlle (far dol.. of dtalh 01", 12.12.821 D.ud.nl Died reltale 0 7. D.ced.nl Mainloined 0 living Trult IA"ach copy of Will) (A"ach copy 01 Trull) ALL CORRESPOND!Nt! AND CONFIDENTIAL tAX INFORMAnON SHOULI) DIll N""'Stephen J. Dzu~anin, Esq. COM"'''.....'''NO....... . 508 No~th Second St~eet ""'HON' N MIU Ha~~isbu~g, PA 17101 ',',. :.:-Clo~. _ 8. Total Number of Safe Depolil Box" .:"":i:. : ~ ~ BE SURE TO ANSWER ALL QUESnONS ON REVERSE SIDE AND TO RECHECK MATH ..c: Und.r penalliel 0. periury. I dedare Ihal I ha.... .xamined Ihil relurn. including accompanying ICh.dul.. and I'alemenll. and 10 the bill of my knowledge and belil! it is Irue. co""t and comple'e. I d.c1ar. thai 011 real 11101. hal been r.ported 01 true morkel ...alue. Oeclaration of preparer other Ihan Ihe perianal reprelln,ati... balld on all information of which preparer hal any knowledge. \I0rlu.. or .."ON ""ON' '0' ""NY"U'N Aoa""3602 Dwayne Ave. OA~' / / I., COMMONWULfH O' P(NNSTLVANIA DlPAIIMfN' O. UV(NUf Df" 110001 HAUISlUIO, ,... 11I2..000t oeD N' NAMII\A~ "1 . AND MIOOll IN'IIAII .... ili lil ... ... '" W'lma ~OCI"'~ "CUI'" NUMI(I I " ~, ",,,l("1\1I1UI'l"'f'lHQll'OVlI I"'....lll..It ',III '''O'''O~I '''''lIAII AMOUN' IICIIVID I'U IN~"uClION~1 TOI.~:.'.'l 234-4182 z '" S ~ l;l '" (I) ?O .000.00 (2) -0- 131 -0- ( .) -0- (51 150.00 (6) -0- (71 -0- (9) 9,176.50 (10) n.~?h.7q . 1111 22 / 503.29 1121 (2,353.29) (13) -{;)- IU) (2,353.29) I. Roal hlalt (Schtdulo A) 2. Sloclu and 8and. (Schodult BI 3, Cla..ly Htld Slock/Partnt"hip Inlor..1 (Schtdult C) A. Mortgag.. and Not.. Recei...abl, (Schedule O) S. COlh. Bonk Oepoliu & Milc.lloneoul Penonal Property (Schtdulo EI 6. Jointly Owntd Praporty (Schtdult F) 7. Trondt" (Schodulo G) (Schodulol) B. Talal Gra.. A..t" (10101 L1no. 1.7) 9. Funeral bp.n.... Administrative COlh. Milcellaneous Exptn... (Schtdult HI 10. Dob... MOrl8auo lIabil'li... L1tn. (Schedult I) 11. Talal Oedudions (Iotall!n.. 9 & 10) 12. Net Value of estal' (line 8 minus line 11) 13. Charitabl. and Goyernmentol Bequests (Schedull J) U. Net Value Subjed to TaJll. (lin. 12 minus Un. 13) 15. Spau.al Trando" Ifar dol.. or dtalh ohor 6.30-9.) 5.. Inllrudions for Ar,plicable Perc.ntage on Rlve,st (ts) Sidt. (Includt yalu.. ram Schtdult K or Schodult M,I 16. Amounf of Un. U taxable at 6% rot. (16) (Include value I from Schedule K or Schedule M.) 17. Amounl of line U faxable at 15% role (17) (Include yalu.. from Schedule K or Schedule M.) 18. Principal lOX duelAdd 10" from lin.. IS. 16 and 17.) 19. Cr.dill Spousal Poverl)' Credit Prior Paymenll Dilcount (81 20,150.00 x._- . .06. x .IS = z '" ~ .... :::l Go .. '" ... ~ .... (18) -I'l- Inlerlll (19) (20) + + 20. If line 19 is greater Ihan line 18, enler the differencI on line 20. This is Ihl OVERPAYMENT. iii 0 ....:T.!':lI~tUI ,....'.1.1'..11".1,1'1'110&.1 Ihh....loI''''':rHr:1...I.I.I..l..l.IUU!.l.."II.I.1 21. If line 18 il 9reater than line 19. enler the difference on line 21. This is Ih. TAX DUE. A. Enler Ihe in'erlll on Ihe balance due on line 21 A. 8 Enler Ihetotol of lint 21 and 21A on line 218. Thil is Ihe BALANCE DUE. Make ChICk Pay obi. tal RIgIster of Will.. Agent -0- (21) (21101 (218) _IV,'s02Ih IIUII '* SCHEDULE A c~~~m~~~~!~\I;'~~~:~'A_,__... ._._.._!_E_~L__~~~~!~..m UTATI OP ------'-.--.-.-.--.....-----......--.-.-...,...... WILMA L. SCIIUM ~Oi'ILE-NuMBEti-=:-=:-~., =--':==-= 1996-01042 -_. ~-~-- -.------ (Prop.rty lolnlly.own.d with Righi a' Survlvonhlp mu.I b. dl"lo..d on Sch.dul. FI All ..01 ..101. .hould b. ..po.I.d 01 '01. morkot volu. which I. d.fln.d a.lh. p.'" 01 which p.op.r1y would b. uchong.d b,'wun a willing buy.. and a willing ..II.., n.lth.. b.lng comp.lI.d 10 bu a. ..II, both having ....onabl. knowl.dg. a' ,h. ..I.vanl 'och. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH Residence -- 331 E. Weidman St~eet Lebanon, Lebanon County, PA (see Settlement Statement attached heL'eto) $ 20,000.00 TOTAL Ar.o .nl.. on IIn. I, RICO ilulolion) (If more 'POte is nlld.d, ;n..rt additional .hll', o( sam. size.) 5 20,000.00 . ...,... _......r-...' _ . IhIW'l.' I''''. ~ . ~. , " CQMMONWIALTH Of 'INN,YLYANIA INHllnAHeI 'AX InUIH 1III00Ht DICIDIH' ESTATE OP SCHEDULE C CLOSELY HELD STOCK, PARTNERSHIP AND PROPRIETORSHIP Pllo.1 P,lol 01 TYPI Fill NUMBER 1996-01042 WILMA L. SCBUM IkIMtlult (.1 It (.2 ",,,d be a"ache" fet each bUIlne..I"'"..' of th. decIde"', eth.r thon a proprietorship.) VALUE AT DATE OF DEATH ITEM NUMBER DESCRIPTION 1. ~\- ". "\'" , " . , (I'mo... space is nHd.d, ins.rt addi'ional sh..ts 0' sam. sin.) 11.."0''''1'111 I i l SCHEDULE D J MORTGAGES AND NOTES RECEIVABLE . _ PIIOSI Pront or TYPI FILE NUMBER 1996-01042 .w. COMMONWIAUH O' "NN"L'VANIA INNIIITANCIIAI ImlN ."IDlNT Dle'DINT ISTATE OF WILMA L. SCHUM IAn"..ny 1.1o~_..4 wlih th. II,h,.f S....I....hlp ...,'~. 41,,1...4 .. S.h.d.l. '.1 ITEM NUMBER VALUE AT DATE OF DEATH DESCRIPTION ~ , '\ '\ , " '\ , , , , '-, " S -0- (If more spac. is "Mded, ins.rt additional Jh..1s 0' Jom. Jizt.) ..~uoeu'lle71 SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Ploa.. Prlnl or T 0 FilE NUMBER 1996-01042 * COMMONWfAUH O. 'fNN~VlVANIA INHIIITANCI TAX InUI" IIIIDI"T DlelDINT ESTATE OF WILMA L. SCHUM (All p,.perty lolntly..owned with Ihe Righi of S"",I'IOuhlp mu" be dl,clo,.d on Schedule ') VALUE AT DATE OF DEATH ITEM NUMBER DESCRIPTION 1 Miscellaneous pe~sona1 p~pe~ty assets Cash on hand $ 100.00 50.00 2 S 150.00 IAnoch additional 8Y1" x 11" Ihllh if mati 'paCt I, nllded.) IIY.IWfUtlnlll SCHEDULE F I JOINTLY .OWNED PROPERT~___ ~:~ COMMONWEAltH O' 'lNN$YlYANIA INHflIfANC! TAX IUUIltN IItUID!NT D!ClDfNT ESTATE OF FILE NUMBER 1996-01042 WILMA L. SCHUM Joint tlnonl(ll. ---~"'~ ..._._-----~_.-_._.~-- RELATIONSHip TODECEDENr- A. NAME ~ , ADDRESS B. " '\. " C. Jolntlv.ownld p,ap"rlV' ITEM LmER DATE i DECO'S 1 DOLLAR VALUE OF FOR NUMBEI JOINT MADE DESCRIPTION OF PROPERTY TOTAL VALUE TENANT JOINT OF ASSET ; % INT. i DECEDENT'S INTEREST 1. I ! i I I I I , , I I I I I I I I , , , , i I I , I : I , , TOTAL (101.0 enle, on line 6, Rocopilulalian) 5 -0- (If more space is needed insert addifional sheets of same size) IIY.1510 II. f).11I ~ SCHEDULE G TRANSFERS i I I FILE NUMBER 1996-01042 COMMONWIALfH O. PINNSYLYANIA INM'IIlANC. TAX anulN .__..____!!!!!..~D.C~~__ . iSTATiop- ---.- PLEASE PRINr OR rYPE WILMA L. SCHUM THIS SCHIDULI MUST II COMPLnlD AND PlLID If THI ANSWn TO ANY Of THE QUESTIONS ON THE REVnSE SIDI Of THE covn SHin IS YES. ___.n.._._..___ .~~--------_. .-.-.-- .- --------.--.- -'-' -...-. -. DOllAR-VALUE ,--. ITEM DESCIIPIION OF PROPERTY TOTAL VALUE DECO. EXCLUSION 'l'o OF DECEDENT'S NUM'ER 'neW. nome 01 tlte 'ranl'lr.., ,ltei, relationlhip ro dlCedent, dol. 0' 'ron,'.r. OF ASSET ,__II'lT. . _-'~!El!.m_.__ - ____u_......_. .--- .-._.__.-. - ", ~, . '" , '. , " , . " , , . , , , , " , , , TOTAL (Alia .n'er on lin. 7. RlCopitulolion) S =<)- "I more IpOte jl ne.d.d. insert additionol,h..,. a/.ame lill.} "..llIn, 1'''1 ISTAlI 0' ITEM NUMBER ~,~ COMMONWIALfH 0' 'INNS"lYANIA INHUIfANCI 'AI InUIN _UIDIN' DICIDIN' SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES WI LMA L. SCHUM A. Fun.rol Exp.n...1 DESCRIPTION B. 2. 3. 4. C. 1. 2. 3. 4. 5. 6. 7. 8. 1. 2. 3. Thompson Funeral Home -- funeral . Grsndview Memorial Park OMS West -- gravema~ker Good Shephe~d -- last rites 4. 1. . AdmlnJ.tratlve CO.tll Penonal Repre..nlotl.. Camml..lon. Sadal S.curlty Numb.r of Penonal Repre.enlatl..: Yeor Camml..lans paid A"arney Fees Wix, Wenger & Weidner (estimated) family Exemption Clolmanl Relatlan.hlp Addre.. of Clalmont 01 decedenl's dealh Slreel Addre.. City , . . Slole ZIp Code Probale Fee. . Cumberland County Registe~ of Wills Mloc.llan.ou. Exp.n...1 CUmberland County Law Journal -- legal publication The Sentinel -- gene~a1 publication Reserve to finalize estate tOTAL (Also enler on line 9. Recopilulolion) (If mar. spac. I. n..d.d, In..rt addltlanal.h..t. of .am. slz..) PI.a.. Prlnl or T . 1996-01042 AMOUNT 4,724.00 600.00 610.00 25.00 2,000.00 82.00 60.00 75.50 1,000.00 S 9,176.50 " .- A. Settlement Stateme". . U.S, Oopartnlent of llouling L;.a~ronHA 3, DC.ny. Unln.. 1&:"'ItiINun;:,d Urban.. o_.!!!~o~ml'~\;'_._.N'.;"".;.' ....\ i-.Jo~.I.:.g~Oin:u~~:;~2:.5.. Nu~" 5. DCony, In.. 091-1209 IIITlTollIll.tliiiili'jiif-l"ouT.... "Iu ....Uiiiiiil-ut-C..iluil-.-mt.ilwiil1-ii..'.. ^'mnf"I' II'lJ I.. '111' L, 111' .. n.."...l ."i,-,I-iii-ihuWII. lUIIII Itl.....d -hl.lI,c,l" WII' 11'11 uUI,ld. Ih. ..lIn 19: th.. "1 .huwn ""' flu ". l'III~11t1tl I"HIIII'" tlllt ... 11111 ""Jlld,,1 111 Ih, lul.I.. WAIININO: II II . "In" 10 .nowklvl'f' 1tI".' 1.ln ,""fTMInU to lh. Unlt..1 R'I'" UIl thl. hI ,'Jr. D,h" ,In,"" hum 1"".111.. Ullon ,0nYluloJUan.Jn<hldU.JIn'..IM.Ii1ll1d..rulltnt.J'I.Jl'IIlL."IWhlt.Ja-u..J~ ~ud. . O..Uu". w Laud. ~'I .UILI V IV D. NAME Of 8DRRDWER: ChAri... I. lIeuh..y ltIld OUlO"r llaulllr)' ADDRESS: E. NAME Of SelLER: ADDRESS: f. NAME Of LENDER: ADDRESS: G. PROPERTY ADDRESS: B. Typo of I. DfHA 4. DVA C. Note: _.~.______.._____~n____ WlllM lIchulII KntAtn -----------..----.---- 20,000.00 --- ------ Adlullmenll for Ilema plld bLI.i1!~ 1n a~vlnca Adiustments for Items paid bv seller In Idvlnce tilr/lown In.. Counly t..d 5<11001 T.." 02/20/97 to 06/30/97 92.38 106, 101. 101, 109. liD. III. \17, 110, 100, 101. 101. 101 104. Cil,llown IInl Counl, '"" SchooIT.... 02/20/97 It 06/30/9'/ 92.38 400. 401. 401, 409. 410. 411. 4\1, 410. 100. SOl. SOl. 503. 504. 2,443.40 20,092.3B GROSS AMOUNT DUE TO SELLER: REDUCTIONS IN AMOUNT DUE TO SmER hens DtpClsil b" iulNClio!U) S.II",,*,I c""I1I" I. .... \iI. 14001 [liOl;,g ~..bll.l., .....It<1 t. 'ayoll of fist Mongl;' lOin GROSS AMOUNT DUE iROM UORRiiwI"-- 20,566.3B AMOUNTS PAID BY ORilNiilllALF-iinioRROwtR Deposil 01 IlInlll mint, 20.000.00 PMcipal Amount 01 nlw Io,nl bUling kltnhl I,ken lublKI 'I S05. P'I.II 01 Stc0n4 "'o~glg. I"n 105. lOll. 101. 100. 109. S08. SOl. SOl. SOIl, Adjustments for lIems unpaid by seller Cill'IO"" I.... 01/02/97 10 02/20/97 C.unIT I.... 01/02/97 I. 02/20/97 School TUII 7.49 4.59 Adiustments for lIems unOlld bv sellar Cill/lown 10'" 01/02/97 I. 02/20/97 Counll I.... 01/02/97 \I 02/20/97 School 1.." 7.49 4.59 510. 511. 511. 513. 514. 515. 510, 511, 511, 519 510. 600, 601, 801. 20,092.38 2,455.48 110. 1II. 112. 113. Ill. liS. 211, m. III. 119. 110. 300 JOI. JOl. 2,455.48 20,012.00 TOTAL REDUCTION AMOUNT DUE SELLER CASH AT SETTLEMENT TO DR fROM SELLER (jlon armunt dUI 10 sell.. (in. 4201 l.u rMuctlon amount due ,eIe, (tint 5201 TOTAL PAIll BYIIUII RuiliioWlll-------- CASU AT SEIllfr.iiliflnOMliiilOUmiROWEII .,_",_.~_.____n 20,566.38 20,012.08 GIOU InUlaIl1 due hllln bou..." u.n. 11(11 ----- _._.__........_----_.~ 1.11 .~~.!!.1..~_~!I_~OI_~_Il~I~~.!J'!:!-!!EL 17,636.90 JOl eM11I !'HOH HOllltOHHII 554.30 0113, CASH TO SBLLllR MJllttlllUl1 IlIUM lll'." !.II'III bIAIIMI'.I: lhl 111101111111011 contalnld hlrl'" IIlmpolllnt In ..,formatlon and II bllng lumllhld 10 thl Inllmll n...,lnuI fillvlll- II __011 '" IIlluhlll III lItl e .llulll. I nlUllUlnce fllnllly (II othll unction will bl Impond on you IIlhll 111m II r.~lr.d to b. r'SOr1ld Ind Ih, 11-' dllllll-'"" Ihll II .... 1111' lill" .11101111'. 1111 Contrecl 5,1.. Prtc. d..crtb,d on Une 401 above contlllulu the Gron ProCl' I 01 thll IlInlullun. 61Uln lNitlUlI:'UIUr. II 1hh ""I ..1111 wal your p,tndpllluldlnce. m. Fonn 2119.,t Sal. or bchlnge 01 Prtnclp.t nuld.nc.. lor .ny a.ln. wllh your Incon" I" IlhUIl; hll Il,hll IIIIIUIIIIIIII. LIIIl'lllltl Ihl Ippllclble putl 01 Form 4791. Fonn 82b2 end/or Schldul. 0 tFonn 10401. Yeu 'I' 'l'lull'" by I.... III 'lIo~MI Ih~ 61H1lmln' ^Vlnl whh your COITlet ,upaYllldlnllncttlon number. It you do nol provide your corrlct ta.payer Id''lllf nllfll mUIlIII.. "I'll nit, 111 Iwlllllt 10 I.I~II or utmlnll p.ntld.. Impo"d by law. Ululu plnthl... I'" .IlY, 1 Lilli , tht' Ih. numb" thown on thlt Ilelalnlnlll my cottlcl lupeytr IdanllReallon numbt'r, IIN' Glll[lllSI SIONAT\JnEISI: III II 11111 UIW M~IIIf4f1 MllllllU, REV. HUD.' 131861 u ~ ut~A"IMtNI Ut "UUSIN~ ANU UHHAN UtVUu~MtNr fll. Numbor. G9]'\2D9 . . SETTLEMENT S.ENT . L. . SrrTlEMENT CHARGES PAID FROM PAID FROM 7110. TOTAL SALES/BROKER'S COMMISSION bo..d on orlco . 20,000.00 ~ 10.000 . 2,000.00 BORROWER'S SELLER'S DiriIlon el conminion tine 1001 II lolowI: FUNDS AT FUNDS AT 7lI1. , 2,000.00 10 RB/MlIX SETTlEMENT SETTLEMENT 701. I 10 703. Cttmislioa paid .( SeU'-nInl 2,000.00 100. ITEMS PAYABLE IN CONNECTION WITH LOAN 101. ltln Drig"'lion r., l\ 101. lun DileN" l\ 103. AppleQ~ h, 104. C1.dll nlllOlI IUS. lMdIf's kupec1ion fn 106. Monglgl Appitllion f.. 107. AuurrCltion fH 106. 109. 110, III. 1lIlO, ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. IIIllflSl from 10 PI Id.y 901. Wonaag. Wu.anCl r,trrium lor 'a 903. If.urd InJullnn Pr.mum for 10 904. 905. 1110II. RESERVES DEPOSITED WITH LENDER FOR 11101. ttlllld Inluranu nil. PI /nil 11101. Morlgla' Insurance nil. P' /nil 11103. titr ',opecl, Till' nil. PI /In> 1904. Cow'llY 'fOPIIlr TillS nil. PI /nil 11105. SdloolTna nil. PI /In> : 11109. AIIlIlll.I. Antly.. Adjull...1 11110. TITLE CHARGES 1101. S.lI_, II do,.,g '" 10 OIristisnscn Mlly8r I Feather " Feather 100.00 90.00 1102. AbsUecl or litle IlIlCh 1103. Tilll lumnalion 10 OIristisnscn Mlly8r lSO.OO 111101. Tille 1I...nc. blldlr 1105. Docunwll ',tp.rllion 10 Feather " Feather 75.00 1108. Notlry fits 10 cub 2.00 1107. Allam,,'. IIU (itc..,dn .boWl illmS No: , 1108. TilS. MIMet rncwa aban II,"" No: , 1109. ltn4tf.s CDt.age . 1110. Own.... eon"g. , 20,000.00 - 1111. 1111. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. RlClldi\o flU Oltd, 24.00 : Mong.g.' : RII.... . 24.00 1202. Clly/Counly llllllln.,' Oltd , 200.00 : Mong.g.' 200.00 1203. Sllte TuJ111rTCJI Oltd I 200.00 : Mong.g.' 200.00 1204. 1205. 1m. ADDITIONAL SETTlEMENT CHARGES 1301. Su"" 1301. Pili ""plCl~n 1303. 1>>4. filII Waler & Slwer 10 City of I.eimxn 76.40 1305. 1308. 1307. 1301. l.llO, TOTAL SETTlEMENT CHARGES lenl" on &nu 103. SlCtton J and S02. SlCtion kl 474.00 2.443.40 I hlv, uflruRy flvNwld Ih. flue., S.III.ment 5lel.menl end 10 Ihe bu' or my howledUI and bel.l. 1111 . 1m. .nd .tcurele lIel.ment of .n ru.lpl. and dl.burllmenl. med. on my at aunt an Ihl. Iflnnellon. I 'unhlf c.rtlfy Ih~tl have received. copy 01 Ih. HUD., SelU.menl Slalemenl. )\\)1~l~~~ <:"M. ~~'-,~ m. um t. e e (f . . . ef1 ey )=~ '.' , 'r. Th. HUD.' S." nl 51.lfmenl which I heve In eccordene. wllh th I 1lllemenl. eplred .. a tme and accurtle .ccount a' Ihll tranllcllon. I h.w Clulld or wll CIUII lund. 10 b. dl.bu,lId II.IUtmanl Ag.n. UII' WARNING: II I. I crime 10 bowtngly m... f.I.. 11.I.menl. 10 Ih. Unlt.d 51.lu on Ihl. or .ny olhlt Ild,r fonn. P.n.lIlt. upon cantllel10n un Includ. . fin. and Imp,bonmenl. Fo, d.leU. ",: nile UI U. S. Cod. Section 1001 and Section 1010. ......... f1 REV. HUD.I (3/86) \ ,\\\,"IIQUi,'t ",\\\.. \11 I; /"" i'~',~""""" 1.('" . ("':;....'.(. {' ..~:'" '.l~"1' ,:-, l ( . ~ "/\'r.\ ~ r I r , I I I \ \\. I ". 1"\.:' :'. . ". . '.' " I' .r (,', . 0' J '. " j .,1 Huglutur of Wl11u of CUMBERLAND county, Pennsylvania Curtificato of Grant of Letters Testamentary No. 1996-01042 PA No. 2196-1042 ESTATE OF SCHUM WILMA ILA~T, r!K~T, M!UUL~1 Late of CAMP HILL BOROUGH l:UMtl~KLI\NU L;UUN'!'Y, , , ' WHEREAS, dated June was admitted on the 18th 8th 1995 to probate as the last will of SCHUM WILMA ( , Doceasod social security No. 182-28-8280 day of December j T an instrument , late of CAMP HILL BOROUGH , CUMBERLAND County, who ied on the I 8th day of June ~ and, I WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Register of Wi ls in and for the county of CUMBERLAND in the Commonwealth of pennsylvania, he eby certify that I have this day granted Letters TESTAMENTARY to HERMIE REED and AIKIA HERMINE M REID who ~ duly qualified as ExecutorCrixl and ~ agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and.af~xed the seal of my Office the 18th day of December 1996. '-f'I)'ld/~ .'i,.UI ~6h(~ .Jf'Viitf>d jJ~rJdh. K OI Is' I **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) 15 . JI/ f -II COMMONWEALTH OF PENNSYLVANIA DEPARTHENT CF REVENUE 8UREAU OF INDIVIDUAL TAXES lNtI[RlfANC[ lAX OlVlSlON O[Pf. ZI0601 IlARRISlURC, PA I1lza.06Dl NOTICE OF INIlERITANCE TAX APPRAISEHENT, ALLOWANCE OR OISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DATE ESTATE OF D^TE OF DEATH FILE NUMBER COUNTY ACN 10-21-91 SCHUM 06-08-95 21 96-1042 CUMBERLAND 101 STEPHEN J DZURANIN ESQ WIX ETAL 50B N 2ND ST HBG PA 11101 Allount R....lt hd , ~ *' HAKE 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 ...... iiE"v:i54i-EX-AFP-iiiF97rNoricE--oF-YNHEiiii'ANcE-rAX-APPRAisEif€Nr-'--ALDiwANCE-oR"----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SCHUM WILMA FILE NO. 21 96-1042 ACN 101 DATE 10-21-91 TAX RETURN WAS I I X) ACCE'TED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Elt.t. (Schedule AJ 2. Stocks and Band. (Schedule B) 3. Closely Hald stock/Partnership Int.r..t (Schedule C) 4. Hortg.gal/Not.. Rac.ivabl. (Schedule DJ 5. Cash/Bank Deposits/Hilc. Parlonal Property (Schedule EJ 6. Jointly Ownad Property (Schedula FJ 7. Transf.r. (Schedule OJ 8. Tot.l An.t. I I CIlAHGED nl 121 IS) 141 IS) 161 171 20,000.00 .00 .00 .00 150.00 .00 .00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fun.r.l Expans../Ad.... COlts/Hi.c. Expans.. (Schedul. Hl 10. D.bt./Hartg.g. Ll.bl11tl../L1.n. ISch.dul. II 11. Tot.l Deduction. 12. Hat Value af Tax R.turn 13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts CSchedule J) 14. N.t V.lu. of Est.t. Subj.ct to T.. 9,116.50 13.326.19 Clll 1121 1151 1141 (9) 1101 ....litllll"..tt" WILMA HOTE: To in lure proper credit to your account, lub.it the upper portion of this forn with your tax paYllent. 20,150.00 ".lin~ ?Q 2.353.29- .00 2.353.29- If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will reflect figures that include the tatal of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allaunt of line 14 at Spoulal rat. C1S) 16. Anount of Line 14 taxabl. at lineal/Cia.. A rat. 116) 17. Allount of line 14 taxable at Collateral/Clal. 8 rata 117) 18. Principal Tax Dua NOTE: TAX CREDITS: PAYHEHT DATE RECEIPT NUH8ER DISCOUNT Ctl INTEREST/'EN PAID 1-) .00 X .00= .00 X .06= .00 X .15= 1181 AHOUHT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 .00 .00 .00 .00 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRI, YOU HAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I " . .~v RfSERV.FIOH. E.,.,.. of d""enl. d.lng .n .. bef... De...... 12. 1902 ._ If en. fu'u.. Inl....' In lho ,.,.,. I. I....f..... In .......Ion a. anJ.....' 10 Cl... a (..11.,...1) bonofl.l..I.. of tho d....enl .fl.. 'ho ".I..'lon of en. ..,.,. f.. Ilf. .. f.. ...... lho C........lth ho.... "."'.1. .....v.. lho rlGh. 10 .....1.. and ...... I.en.f.. Inhorll.... F.... at tht lawful Cl... . (coll.t.re., ret. on any luch future Int.r.et. PlIIlPosE OF NOFlCE. To fulfill Ih. r.qul....nl. .f S"'lon 21'0 .f tho Inho.ll.... ... E.,.,. F.. ..t. ,., 21 of 1995. (72 ..S. SecUon 9140). .'YHEHF, DelICh lho I.. ...,l.n .f 'hi. H.,l.. and 'ublll .Ith ..u. .....n. ,. Ih. ...1.,.. of HIll. ..lnl.d on tho ..u.... .1... -..... chid( or acme)' ord.r p.yabh to: REGISTER OF HILLS, AGENT IlEFUN1l (Cll, · r.f.... of . to. '''dll. which ... no. r.qu""d an Ih. T.. Rotu.n. ... b. r.qu..tod b. ""I.Ung ." ....U..Uon f.. ..f.... of .ooo..I.anl. Inh..II.... ... E.,.,. T... (.EV-l.l.). ...ll..,lon. .r. .v.ll..l. .. lho Off I.. .f tho R..I.,.. .f 0111.. an. of th. Z3 R.v.... 01.,.1., Off I.... a. b. ..11In. lho '...1.1 "'hou. "'...rlng "'vl.. nuob... f.r fa... ..d.rln.. In .000..1..,,1. 1'000-""'050. aul.ld. .ooo..lu..l. ."d .Ithln 10..1 ...rl.bu.. .r.. (717) 707-0094. TOO. (717) 772-'252 (Ho..lng F...l... Onl.). j OOJECTFOHSI ... ...,. In In,...., no. ..,l.fl.d .Ith lho .....I...enl. .11...... .. dl..lla..".. of d.dUc.lon.. a. "......., .f I.. (InclUding dl..oun. .. In,....,) .. Ihown on thl. Ha'l.. ou" .bJ.., .1'hln .1... (60) d... .f r...I.. of thh NoUee by: '-.rlt'.. ......, .. 'h. .. 0....,.... .f R....... O"'d of .....1.. D.... .01021. ....I.bu... .. 17120-1021. OR .-.l..uon I. hlv. tho ..tt.. d...r.ln.. .. ....11 .f Ih. ".oun. .f lho .......1 ........,.Uu.. OR --.PP". to u,. OrPh.,." Court. ","FH ISTRATIVE CQRRfCTIOHsa r..tvol .rr... dl........ on Ihl. .......... should b. ......... In ..I.lng I., .. 0....,.... of R.u..... Our... of Indluldu.l T..... 'FFHI ..., .......... ..vl.. Unl.. D.... 200601. ...rl.bu... P. 171.0-0601 Phono (717) 707-6505. S.. p... 5 of Ih. bookl.. .Fn,'rue,lon. f.. Inho.ll.... T.. R.ta.n f.. . R..lden. Dtctdtnt~ (REV-ISO!' for., eXPlanation of ~lnJetr.tlY.lY correctable .rror.. DISCOt.Wr. If ... ... duo h P.ld .Ithln th... (3) ..I"'.r _Iho .ft.. tho .......,.. ...th. . fl.. ......, (5%) dh....., of the taK paid 1. allowed. PENALTY: Tho 15X I.. .....,. non-P...I.I..,lon ....1,. 1. .....,.. on 'ho ,.,.1 .f tho I.. ... In,...., ......... ... nol P.ld bef... Jsnu... 10. 1996. Ih. fl.., d.. .f... 'h. and of lho I.. .....,. ...1... thl. non-P..ll.lp.,I.. ....11. II ....01...1. In 'ho .... -. ... In Ih. Ih. .... U.. ...1.. .. .au _Id _.1 tho I.. ... In,...., thlt h.. been ......ed .. IncfJuted on thh notic.. INTERESTt Inl..... I. ch....d ....1...ln. .lth fir.. d.. .f ..U......nc.. a. nIno (9) _Iho ... ano l1J do. f... lho d.,. .f d..th. 10 lho d.,. of ......,. T.... whl.h bee... "llnqu... bef.,. J....r. 1. 1902 be.r In'.r.., .. tho r.,. of .Ix lOX) ....... ..r ....... ..Ieul.,,, .. . doU. rot. of .0001... 'U I.... whl.h bee... d.U_. .. ... .ft.r J....r. 1. 1902 .111 b... In...... .. . ,.,. which .111 u... f... ..1..... .... .. ..1"'.r .... .Ith tho. r... ......... b. Ih. P. 0......... .f R....... Tho ...11'...1. Inl..... ..... f.. 190' th.ouon 1997 ..., t!!r Int.r..t Rat. Dally Int.r..t Fector !!!! Int.,...t R.t. Dally Int.r..t Factor 1912 2U .000548 1917 9X .000247 1913 lOX .000431 19&8-1991 lU .000501 1914 11% .00OSOl 199. 9X .000247 1905 13X .000356 1995-1994 n .nU9Z 19.. 10% .000274 1995"1997 9X .000247 -"Int.rllt 1. c.ICU1.t.d .e foUOtf.J INTERESf . BALANCE OF TAX U!lPAID X HIIlI8ER OF DAYS OELIHQUEIIT X DAILY INTEREST FACTOR -.... Ho.l.. 1..0Id .f... lho ... bee.... ..11...... .111 r.fl... .. lnl..... ..Ieul..lon '0 flf.... lIS) .... be..... 'ho do.. of tho ........... If ....... h ._ .ft.. tho Into.... .._..U.. do.. "-' .. tho Notlc., 8ddltlDn81 lnt.r.et ~.t be C.lcul.t~. STATUS REPORT UNDER RULE 6.12 Name of Decedent: WILMA SCHUM Date of Death: JUNE B, 1995 will No. 1996-01042 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 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: NfA 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___ b. The separate orphans' court No. (if any) for the personal representative's account is: NfA c. Did the personal representative state an account informally to the parties in interest? Yes L No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the clerk of the orphans' court and may be attached to this report. Respectfully submitted, WIX, WE~ER & WEI NJ ' /' I I -t I: ' 'I ." .' I , By: )-' I..J 0'(. . . h ,1/')/,1 ste~hen J. ? ura~' , Esquire Attorney 10/0. 52 53 508 North !iecond' .street P.O. Box 845 Harrisburg, PA 1710B-OB45 (717) 234-4182 "" "'0 \["! :~ ~ " 2 , ~ . . : l""\ N '. (' - l;i ~ U ," '. :",) Q U Q co ala: P- a: --=.~ :~ :l. ,D .::~ ",- G8 capacity: counsel for personal representative Dated: June 22, 199B "." ~i' ~ ,~",.l: ~ ,'~; . ~~:~'l},;8~~1;~;&~ '~E "l~l''f.~L,l); 0, CO, ~ u ~; ~11E,~:j;~ ~ Iii ~ ii: ,;t' "~':r:lJ,:~;:; llJ ',' 2,':C~: ~.., F:::a:i'lli% l'l 02 ~ ': ',:"" '"r;,~, :z \:;0 ,~.'::' "'h' ~ '( it ::l ;,:, . ~ii'. ~o CD'. "'_~"'~ ...._';"-.;;.~.~:.: . '~> .~"\~',';;:'~;:~i,1 ~ L"..,." - '. ;.: "'.:'..i.~:,:-,)-),.:j?:;:,":,~~;~ '!' - r . .'- AT, . c...... ' 1/. . ~<." :!,,', 0" .:...~ . .':.. . ~.- .-. 1:- ..