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Home My WebLink About96-01078 PETITION I:OH PHOUA n: nnd GHANT OF LETTERS Estateo! 1I,.Jtl,J(.tA,.yJ. A?t,,,!~j/... No. 0?1-qto-/o1g' also known as -11 !.Zd .~\'" ~./::l-L To: Register of Wills for the . Deceased. County of J:UMllERI liNn in the Social Security No. .2 0 7 () '7 7.;V 2. Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/arc 18 years of age or older an the execu""'''''' in the last will of the above decedel1l. dated '" '; " H f "'k j. " and eodicil(s) dated I named . 19-ZL. (Sl3tc: rclc\'u,nt cirCllIn5lancc!., e.g. rcnunci:lIlon, dc.uh or (,(CUI or . ClC.) Deeendent was domicilcd at death in L't..., c ,- <<~ County, Pennsylvania, with It .. r- las~ family or princip~1 rc;.sidence ~t ~ _ _ ~ ., ..' I. fl.,. (" h.t " c; f:,t".....J-. l!-LL /7L) J . /' . (li!.1 succi, number and muncipalily) DeCendenl,;hen t> t/ .yearsofage.died j)c, ~~h"... at I" '" (, c.j, 1,,/ !lay",1 ,'t,y" . Except as follows. decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probatc; was not the victim of a killing and was never adjudicated incompetent: A/ /J. Decendenl at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in I'a.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania ( situated as follows: ,(" /, /-1 d/siC ~ J.. u ~ '<. f1<d'~_!.U),"')~1 r.4 /;u-,y ( .2 C r -' ,19 s IIJO",,rtl . , S S S f{.l.lIll(/ /, :; 1/ n _ .. /'" -r"u.. ,/,,0 I 'r. WHEREFORE. petitioner(s) respectfully rTffi~A\;A%lNobate of the last will and codicil(s) pr"ented herewith and the grant of letters (teuamentary; adminimation C.I,3.; adminimation d.h,n.c.t.a.) theron. . if ~~~I'h-t ,Jl?~~ "'~ -g.g n': .loJ}.7 If 51rft 1 -=-~ -.:;~ + .0 ~,,(l1t'I-,.,1(. AJ( 1170/ a / ~ iii JOII"'''' MUII.'IoCUII II ':1;...111.1.,; -1..,,.1 T &x"(,"/"'''-' I Er"-.tc 'f tf;/tt; I1c"t:/"" .. l't"I"\UT1U~ TlIU'IlIU.lM:l !'oUI\IU:'" till t: \~'I' :111'1'11 \\ t:~IIE. ~'lrrE 1lI11 \~CIIOU\';.:' \1. \:-oK\ ""~In:' 111l~ 11m;. :.!hl h~l~h n \: ('11I;1 :.!(Ilh~,:.!n Jilll,\1IIIlI'jl;lIU'lI','I,:.I'1I111 OATH 01<' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF CUMBERLAND The petitioner(s) above. named swear(!) or affirm(s) that the statements in the foregoing petition arc true and correct to lhe best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent pctitioner(s) will well and truly administer the estate according to law. Sworn to ~r affirmed1.a.\ld SUbscribed~ /k."",,~;?f' m~- ~ before me thiS 3 ::'1 d . of ' "/ .7" " 1 ti E MARY c 'Lh RenisrcA:. . If ~ No. 21 - 91i - 1078 Eslale of ftILDA K MONEGAN a/k/a HILDA KATHRYN MONEGAN DECREE 0..' IlHOBATE AND GRANT OF LETTERS I Deceased AND NOW DECEMBER 31, 19~, in consideration of the petition on Ihe reverse side hereof, satisfactory proof having been ~reselllcd before me, lT IS DECREED thai Ihe insuumenl(s) dated SEP EMBER 8, 19n described therein be admilled 10 probate and filed of record as the last will of HILDA K MONEGAN a/k/a HILDA KATHRYN MONEGAN and Lellers 1 ES I AMEN I AR Y are hereby granted to JAMES R MONEGAN ~. , ! FEES P b L E $ B5.00 ro ale, ellers. tc.......... Short Cerlifiealesp ) . .. .. .. ... $ 18.00 RBB~Beiation ................ $ 15. 00 JCP $ 5.00 TOTAL _ $ 771 nn Flied ....... .DECEMBER .31.. .1.<J~P....... A1TORNEY (Sup. c.. 1.0. No.) ADDRESS PHONE 00 ~ :Il~ c- I 3g Q 0 0" reO r..: C) t:~ C":l '-. {" L: VJ (:' , ..... I () -00 , ~ ;a ~0 '. =\V '-' Cl c;; 0 :'Oc 0 - ".~ 0'1 LETTERS AND ORDER PICK UP BY EXECUTOR ON 12-31-96 ,-'- ~...._. .-.~_.., nn ~ ::0 cm ::Om 3 -. rog - - 0- ..~ (r::'! -.- ~' .' Cl ,- 0 .- n :; rry " " \.'" ,';,l \AI ~~ . -- () . ....n c;:. a == (~l , , I' 0 Vi 0 :8!5. 0 - 0'1 21 - 96 - 107B REGISTER 01' WILLS 01' COUNTY OATH OF SUBSCRIBING WITNESS / ./ ,/ ~ -- ____ codicil (each) a subscribingwitnc,~ to lhe will prescnled hcrewith. (each) being duly qualificd according to law. depose(s) and say(s) that-- / present and saw ---- " -- the testal . sign the samc and~hat -........... signcd as a witness at the request of testat_ in h ... presence and (in therre.cnce of each other) (in the presence of the other subscribing witness~ll. ------- ,/ Sworn to Dr affirmed and subscribed before me this / day of /' 19_ (Name) (Address) / // Regisler (Name) -' (Address) [ REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON_SUBSCRIBING WITNESS .. .\. ) being duly qualified according to law. depose(s) and say(s) that THEY ARE familiar with the signature of HILDA K MONFGAN afk fa HILpA KATHRYN ~~kXl MONEGAN of (WY-Jt<Yt'hKXXiitQl<i'6~~;(l!4\;X,}\;XYt~) the will presented herewith and ~t< THEY' bclievcs the signature on thc will is in the handwriting of , cf}", ,/ testatlli- that HILDA K MONEGAN a/k/a HILDA KATHRYN MONEGAN to the best of THE I R knowledge and belief. Sworn to or affirmed and subscribed before ~4 J?1 ~"'- me this 31ST day of ,:;/ (Name) D EMBER ll9 96_ ffi/~}7 )/f1. A,,(4("''l~Ak q"r~( I tj. (Address) , MARY CLEWIS - !f! -~7-'f}../t----p /1 t7t ~ _/ f\ (Name) I' ~ ~l Chl.e li.n ~,.L' J::Jt"J..."'^"c ))-j."'~\IF"(. J27/'I- . (Address) ~ ~~ - 9- 3 OJ!! 0 I\,g; E: 'J ' 0 .'~#"" ,)t) ... (> 0 .... '0 f"\ ," '0 ~ ~ i'~ '.1l~ cJ"t': C ~tn .' fn~1 "...0 ~ =E ~a.: ~B . " BOND REGISTER 0.' WILLS OF CUMBERLAND COUNTY BOND AND SURETY FOR PERSONAL REPRESENTATIVE KNOW All BY THESE PRESENTS, That James R, Monegan as principal(s) and General Accident Insurance Company of America Two-hundred as surety (sureties) are held and firmly bound unto the Commonwealth of Pennsylvania in the sum of Fifty Thousand dollars ($250 , 000 1to be paid to the Commonwealth. for which payment we do bind ourselves. jointly and severally, our heirs, executors, administrators and successors. the condition of this obligation being that if James R. Monegan as (state fiduciary capacity) Administrator , i f h f Hilda K. Monegan o t e estate 0 . deceased, or any of them, shall well and truly administer the estate according to law, then this obligation shall be void as to the personal representative or representatives who shall so administer the estate and his or their surety or sureties; but otherwise it shall remain in full force. Signed and sealed this 31st d Defember ayo ,19 96 , each intending to be legally bound hereby. V (Seal) co -:::~ om c;-J :Jc.; G):;: - 0 .,.... E: , rj " -' \) (Seal) , , ,.. - M c; ';' Co> -! ni''''; c (Seal) "'- ,..- '0 0 u; _~J:I u'" (1)0: ~ '- E 0: ~8 (Seal) GA\ Power of Attorney 436 W.lnul SUo,l. Phll.dolphi.. Ponn.ylvoni. 19106 GA 5BI ~}".L 4 4 /1 KNOW All MEN BY THESE PRESENTS, IhO! Ihe GENERAL ACCIDENT INSURANCE COMPANY OF AMERICA . Penn,ylv.ni. corpor.tion h.ving ill principal office.n PhIladelphia. PenOlylv.nt. do.. heleby m.ke. con~ilule.OO .ppai.,1 Kathy 1I1me3, Kathy Snyder, E.K. Weltze1------------------------------------------------------------ e.ch Indivldu.lly if Ihere be more th.n one n.mtd. ill true .nd I.~ul Ano,ney.in.hct. 10 m.ke. e.ecute. ...1 .nd deliver lIS .urety lor .nd on ill beh.II, .nd lIS illllel .nd detd .ny .nd .11 bondl .nd unden.kingl o( lurely\hip. .nd to bind Ihe GENERAL ACCIDENT INSURANCE COMPANY OF AMERICA hereby lIS rutly .nd III Ihe ..me extenlllS il luch bondl .nd unden.kin81 .nd olher wrilin81 obligalory In the n'lure lhereof were 11gntd by .n E.ecutive Officer of Ihe GENERAL ACCIDENT INSURANCE COMPANY OF AMERICA .nd ...Itd .nd .n..ted by one other or luch office fl. .nd hereby "tifi.. .nd confirm I .lIlh.t ill ..ld Anorney(l).ln.F.ct m.y do in pUflu.nce here<J(; provided Ih.1 .ny bond or uoden.king of lurely\hip e.eculed under Ihil .ulhority Ih.1I be lubjectlO Ihe lollowing limitaUons: Any PlOb.le or Flduel.1)' gond In .n Amounl nollo .,cred .............................................. .$1,000,000 Any pl.nllff'l Court Bond In .n .mounl nollo exceed ....................................................$ 100,000 Any Public Olflel.1 Bond (e.c1udlng bl.nkeO In .n .mounl nollo exceed.. ..................................$ 100,000 Any license & Permit Bond In .n .mounl nollo exceed .. .. .. . .. .. .. . .. . . .. . .. .. . . .. .. . .. . .. . .. . . . .. . .. . .. $ 25,000 Any Coli on Appe.1 or Remov.1 Bond In .n .mounl nollo exceed. . .. . .. . .. .. .. .. .. . .. . .. .. .. .. . .. . .. .. .. .. $ 2,000 Thll power of .norney II g"nltd under .nd by .ulhority of Subledion S.llbl of Miele V 01 Ihe by.I."", o( GENERAL ACCIDENT INSURANCE COMPANY OF AMERICA which bec.me eHective February 20. 1992 .nd which provilionl are in lull lorce .nd eHect. reading lIS follows: HS.1 (bt The Bo.Ird of OirKton Of p,~.dtont. V'l(f PrnMknt. at OI~r oIlkrr dn;11U1fd by thrtm Of ttl.Mr ollMm \Nil N~ ~ to ,PPl)int Momeyl-in.r,C1 Ind 10 'uthorilt thtm '0 nKUCt on beNIf of 1M Comp.lny bond,.1'd lJr'ldtrt,kinp. rtcoaniuncn, conlr'CU of indtmnlfy,nd Clhtr wrltlnp obI'I'tOty in the n.atUlt IMfof. ,net to ,lUch the w.l ollM Compoan., Ihtrr'lO: .I'd 'Nil .lso N\'f pc7't'rt' 10 rnncM: .ny such AnOfnqin-f,C1 .1 .ny lime ,nd 'f\'o~r the ~rf .nd .uthonty li...tn to him, Any inltrumtnl f'lKultd by .ny wdt MOfMY.in.hC1 ,~II br " bl'dinC upon lht Comp.lny" If $ilntd by.n uKutiw: Qt(tCtr. .nd w.a'N ,and .ntsltd by lht SKmary," Thil power of .norney il signtd .nd ",.Ied by (.csimile under .nd by ,ulhority of the following relDlution .dopltd by the board of director> of CENERAL ACCIDENT INSURANCE COMPANY OF AMERICA. 010 meeling held on Ihe 20th d.y of February, 1992. al which 0 quorum was present, .nd llIid relOlulion hlll not been .mendtd or repe.ltd: ..~. tNI in c,..nlina ~n d .nonwy p..Irw.arc 10 sulK<<llOtl S.llbl d thr byoLa,," of the Company the $llrulurr 01 wch ditf(1o" .nd oft"lCtt'1 .nd 1M w.1 d the Company may tw.fbrd 10,ny such ~ oI.n~ or "nyUr1irtC.1e 'rbtina lhetfto by baimilf..nd ""'" wch~' oI.n~ Of ~f'ftJflatt br.nnc such f.oiml'r $ill\llure 01 fKSimilt Ie.&I wn be vafld .nd bindint upon lhe Comp.any in lhe Mure wth mpect 10 .ny bond Of urdel\lkirc to whKh it is 11lKhtd... IN WITNESS WHEREOF, GENERAL ACCIDENT INSURANCE COMPANY OF AMERICA has caused lhese presenll to be ligned by Dennil S. Petll!t, Its VICe Prelidenl. ond ill corporale ",olIO be herelO .ffi.ed. thll 19 th d.y of Septemoer . 19.!l5- GENE L ACCIDENT INSU E C M Y OF AMERICA Dennis S. Perle" VICe Prtsident Commonwe.hh of Pennlylv.ni. Phlladelphl. County 19th ... f< 1~ ..' awy Pubic in .nd ror Commonwe.hh 01 Ponnlylv.nia '?l:;t d.y Cc.. (:.C lom.. E. C.rroll. Assi<tanl St<roUry This Power of Anomer m.y not be u This documcnt is printcd on ,1 brown background ember 19 1997 II" \S~r2:9.(1., .",'1,. "'" .!, II: 'J" )'",,\.' "~ \'lnlllo', I1,J:'.I,," p',' ."'<r.,, . ,'01 ,"': >"! ' \"".,., ',l' '" .. " ;'","..,,' '''" :,,' "':" :.,'1-. 1',. ....",' , ,~ ,~,., . ", '"~ ,:', _,r 1. ,.,,;, ....111111/0,'.'1.' CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: I'~:' J..c K /L!."""r., Date of Death: n..(21;('i(, . . Will No. Dco H . /"1'/ (. Admin. No. . To the RegisLer: 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 ~<J'1 ~ :J ttn~..., (V1(jY)L~ltr.>"'\ 4J(h'()lCV, V'l.'\.....~.-')~ Address I S"2., K .:5h...t A.1L{W"~.e.. A(<I.\l',,- b~'2 C""\~~ (.>.() L.J-,!" \.I'€'j 1 :2l'Y Jlt'ih>1/1d&. r::L-A '\ 1\ Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except " ,'h:'_ , " ,\ ! I Date: ~''i.I'i 7 ../(:~ It/' /,- --2 Signature Name ,2\1,.e... L""\.~))I '- r- :~< r'.1 0 .~1 -,0.; ~ c- o ~ 0:: =-. :c ,) 1;\ r- - C :tIO: P' ::> 0: _:l UU Address l-"'2"':l'3 IV F...,~r 51 I-'\';~) . K Telephone (1.) J }.)'-/ I~J I Capacity: Personal Representative ....../ 1 Counse for personal representative . --r---'~C---,---,,,,-- ",4-~. . -~--""(''?'f-'''\'''''''''''''-~ . " I' . '-..... :7:;r-.!: \ ~ IlIV 1')00 ~l. , 'HI', 'fOR CAlIS OF DIATn AnlR 12131191 CHICKHlAl ,,~:J~}C\ INHERITANCE TAX RETURN ~tv::~yu~:~olT ISCLAIMID I \ -.Off)_ RESIDENT DECEDENT FlU NUMBIR COMMO"WlA'''' Of ,,,,,,,,,VA"" (TO BE FILED IN DUPLICATE ..., I ~ ,q q /' - I A 7 C/ OI'ARtMINt Of IlIV(tWI ~ b C/ () OIPl lIOOO' WITH REGISTER OF WillS) .U~_RI!IIUJlG. 'A 111111 OMI COUNTY CODE YEAR t~UM8~~ D'((ti~'~~' '~~~"':~')J]]'?~""''k.P __ ._.~_H .~w~~~ Ol"rt~~(t';;;lI;;'" J.~4 ~ !IoOCIAI )((U.I'~UMllll'- -- - JUAU or Ot....1I1 jOATl Ofllllltl H ~ e~",. ,', I ~vr" jP A J 1 (J rr- ~oZ-Ol-7 rO 2. 12/1.~L'f6" !Ir!tb cO""C...."<I':I"A,(~_ -~-~- ~- ~"" '~."'~"';..,;;..t:".,~~:"~o.~';t';".'~~-L~'~~,::~tiU~:.~~~t"_O:".I(I-,:?II'''''.U<lIoN'' - - --- t.::/l. Original R.turn ['J 2. Supplemental Relurn [j 3 Remainder Relurn )/\, _ (lor dat., of death prior 10 12.13.821 o A. limited estate rJ 40. Fuluro Inter.,t Compromise [J .5. Federal estate Tax Relurn Required (for dalll of dealh alter 12.12.82) 06. Dtcedenl Died Testale [] 7. Decedenl Mainlained a living Trull L 8. Tolal Number 01 Safe Oepolit BOXel (Attach copy 01 Will) (AUach copy of TrUll) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO, NAM'Ja.W1e, /? /1(", ~" (Q;;'~M;"'o'Km ~r..C'''t TU[PHON[ HUMIU A I A J/ '10 2' -, fT~ tlt:.lll7"" e, n (11 _......x.!!:.,-~(. [,..btL (21 --#1,51..1/..!-7.3- (31 tyt7h. (41 IV f?/I C e;----- (51 .2.. () ~1_;2. _fwd L (61_*O"~_ (71 _..L'L~___ t 1 , I , ;\ .1 I 1 I 'I , 1 -. ~.. ... f ,. . , f'; I r I '1rf77! 308, '14'1. 6() 16, '12J. /~ (121 :2. q 2.,P~~. ~ 6 (131~"1It: (141 ?.."1~, O;2.6.~6 N,,,4:. L!,f2 ~~:J _#'1>.,,-.:<. (101 n (7,n[';L/.f:'!-.. -'1, _8. 76_.08_____._____ _3.SJl../I.'J-_ __ ... is fil u w co w ... ~:5.11) u"''' w,,"u ::cog u"'.. t 00( ';'''' wiS "'co "'z 82 z co S ::> ... a:: 00( u w '" 1. R.ol E>'ol. (S,h.dul. AI 2. S'och and Oond.(Sch.dul. 01 3. Clo"ly Held Slock/Parlnenhip Inlerelt (Schedule C) A. Mortgagel and NOlll Receivable (Schedule 01 5. Cosh, Bank Oeposih & MiltellaneouI Penonal Properly (Schedul. EI 6. Joinlly Owned Property (Schedule f) 7. Trani"" (Schedul. GI(S,hodul. Ll 8. Tolal Gran Aneh (totallinel 1.7) 9. Funeral hpensel, Adminislrative Cosls_ Miltel1aneoul bpen"s (Schedule H) 10. Debu. Morlgage liabilitiel, liens ISchedule I) 11. Tolal Deduelions (Iotallines 9 & 101 12. Nel Value of Ellale (line 8 minus line 11) 13. Charitable and Governmental Bequests (Schedule JI (111 (19) 120) ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERS(SIDEAND TO RECHECK M-AiH-~ ..( _un..u __H. ~ Under penohies 01 perjury, I declare that I have ellomined this return. including accompanring schedul~, and slate monts, and 10 Ih" be,t of my knowledge and bl'liel il is true, correel and complete. I declare thaI 011 feal e\talo has beon f(~part~d allrvo markeT value O~c1aral.on of preparef oTher Ihan the per,onal repr"u,"'oliv~ il. based on all information of ""hich preparer hel any ltnowll!dge "o""ui!::::::::'I:I;~f.(~~:~:?~-2 7 !( 5/rl.-r; ;/1I.4'n&Jt!, 1/)( 'lfJV/ :':>t7/Vr7 101 (91 I ','f;l. hL!:f.--- (101~..,4 14. IS. 16. 17. z co ;:: 10. 00( ... 19. ::> "" '" co ... >< 20. .. ... 21. Net Valu. Subjeclto Tax (line 12 minus line 131 Spousal Trans'en (for datil of dealh oher 6.30.941 Se. Instruclions for Applicable Percenlage on Reverse Side. (Include values hom Schedule K or Schedule M.) Amount of Un. 14 taxable at 6% role (Include values from Schedule K or Schedule M.I Amounl of line 14 la_able 01 15% rale llnclude values from Schedule K or Schedule M.) Principal lox due IAdd tax from lin" 15. 16 and 17.} Credits Spousal Poverly Credit Prior Payments __._ 11'.___ + _L"'()~L- -.---~_.,-_._~_. (IS) __.}l,,,~-_x. (161___6'12.,(2;1. 6.-"'''- "'''''''. .06 = (171 )( .15 :; Interest Discounl . OS- --------.-- + .. If line 19 is greater Ihan line 18. enler the difference on line 20. This is the OVERPAYMENT. a~.":r.r:I"'('I...I"TI'll.'I"."'I'lll'I'1111:....'Itl'l":"r.I':'I...I.lll..l.J..I~'II'111 If line 18 il grealer than line 19, enter the dillerence on line 21. 1his is the TAX DUE. A. Enter lhe inleresl on the balance due on line 21 A. B. Enter Ihe lotal 01 line 21 and 21A on line 216. Thi' il the BALANCE DUE. Mole. Cheele Poyobl. to: R.glst.r of WIl1._~_Ag.nt (211 121Al 12101 , " \ ~ ~ ... ''II'':';'... ;Ji> . ~.- ,.-! '.,./-.,\ ' :\ - ... - .. - .- .. .. .. . .. .. 0- .. - " -') ,,/ ~ C') - ~ "~ -: .!!2 g (/)0" c -- ..... :.- 0 ~~"C 5\.... oi~g~ ~~o€oS'-" 't;.c€ =,"iii I~I "51 e=,O :e Ql='O()<'ll -"~()()....() It; - - - LC\ "~I <'I (~I ('.1 I ('.' ~. '51 I" .., ,j' <'. - o. ..' ~ '. . a "'i <L ..- <. " ., C)I 0: .-. .;j . ,~ . oJ '-' , t. , 'c. I '.' ,'~ (" c: <'ll Cl (i) c: o ~ ~ Ii ~~. III ... Ql Ql .... Cl e(/)e <'ll~ 0 -......t: . <J ..: ('II c: ~~<( '~ ,I '. '" If , r." '~ ~: . '..' .; /~ .... o 10 en en , . I j" \Ili . ;,~ ,. ~ \' , .__1 -~ ".- . y -::'~._--:-~~ , . -- . , \. t . ) .,. .. 1 ~' ..... , , . RECEIVED FROM: D m AMOUNT lOl~ JAMES R MONEGAN 1527 K STREET ANCHORAGE, AK 99501 _ 'OlD HfI[ ESTATE INfORMATION, m fiLE NUMBER li 21-1996-1078 1:1 NAME OF DECEDENT (LAST) ~ MONEGAN HILDA K 1I DATE Of PAYMENT iii 03/31/97 B POSTMARK DATE COUNTY CUMBERLAND DATE OF DEATH 12/26/96 REMARKS. JAMES R MONEGAN ~ ': i- ,'. . "1"- SSN 207-07-7502 (fiRST) (MI) m TOTAL AMOUNT PAID $17,000.00 VZ SEAL. CHI;CK* 106 RECEIVED BY TAXPAYER MARY C. LE IS REGISTER OF WILLS --_.~---,,;...,-_.__._- - - , . i IlY.U02 tX. lU.UI I . 9..&.9. . . '!:~ COMMONW(A\1l1 0' PlUH!I.,WAHIA IHU(lII,A,HC( 'A. lllUIN ._ .1~ID(H~_D[C(DlHt ",..,.. 11M .'" "'"... __----1-. )( /1t7h e-_h . 2./-/'116 -InS' I""'''' ......_... ... .".. " ....w."'" ;z.. .. ....... .. ,...... " ^'. .... ...,.. ..." .. ,,,..., .. ..., ..... ..... ..... , ...... .. ... ". .. ..... ..'~... ..." .. ........ ....... , ..~. ..... ... . .m... .''', .."'" "'" .-,... to buy 0' '0\1. both having ,oo.onoblo knowlodgo 01 tho ,olovanl'o,". -----.-T .....- .' .' . .' ITEM NUMBER DESCRIPTION \ \ SCHEDULE A REAL ESTATE I. 5; ,. J Ie f~W1 i Jf P IV ( If,. "J' ,. G I f fI,. /17,.4 '- L~ 11 eo M<!ct. et'1 ,'c.s}t/yt' fA /7flJr \ VALUE AT DAtE \ Of DEAtH \ \ I)~ J61.2 () \ \ \ \ \ --_.~-_.- . - _._-_._._~._- .-.-....-.....--.-- - __ ".._____u._______.'.___..-o _ !<<?T~L (Aba enl.!()n_li~el,RecapiluIQ!io"1 (1/ more 'pace i, n.eded, in.ert oddilio"a' ,he.I, 01 ,ame 'iz~.) s .--_.._--..,~--- .-.'~ ---,",'-~--'-' ____--------~.---w-_. .,',f.'~~,~......i<,~.~._-~.- ,_._>-y-~-~~.~' ,) -..,>....;>. '>-'...., - .- JUN.m~.n7 In 43 rROM ~nN urAL I:ot^t. IU 111:111H,'l ,''''GI: .-~_....-... r~1.t r(... II 1'1rI~ /1'~?1 --- ... "...,..... .11....."'. .., "..... 1)1.-....' qr: -~....!-~--~_..~...- A. htulmtnl ".IImlnl .--~.-.r~ii;------ -------. -:-~:. -:~ :,~lj';;;";1'" ;::: F':f,. n r;.;,;';c";' ,;.; CoHort, ,.... .......;.;;;;.;;o.;iO.... .... . ..._ GI....., 'i......"..-i.~ ........,ii ~.iifi;,"' b"",~ ...~i ......... ~.....;-~.~ ~ ,_ _ 'poc' _...~ ...,,'" of ,kI'.'. IN,... ..0....... to. ......".....' "".....,..... w. "'" .,,,.... ,hi '0'" DAm Q. IKIIl "'" _ Q, .'U, ", l~"....,ltHL \.,*"t..i.!.~..t.!)l!_--- U'A-II " "1.~ 1 O(IOA) clo WlU . liI:"IU' Illt nntrIHo .olllllUS 01 ..UJ:R 'e1le, 1U' 1J.I6U311 . ..... 1<, \)11,,\11...\. .,,~.raIIu... II - llOll Ii ~q-r E, -(-" 1:---5<: rr!c,>1.,A uROPUnY ~OCATo.. ~,,\ HI1i'ld. ~.,. "chaMull"." PA l't~\ ,. I'\ACI OI'~' 1111 . Il~W)tl'1 I, 8tll\.EMENT O~.1f.: 1ltlJllll1llU 1,1_[ "",loll 'M' om.. Ie' uf SlS liar" 'rom. 51""', ,...,r.,tNf'. ,., 1'lOA ----- .-'- ! ~\,i! IU. '" ,.. AUJ~TMtm fc.l m"t\S r,A:D OY UUOlIN NJVAMC[' AOAl51'M!NT6 ,on ITEMS MID BY 6EllEI4 lh ^OVNtCE; "' ,.....,.... I. &] 10 7\.0'" :u ~ti ... "to.lo . '" - .. U !) -:-!J . ~, 60'0..0"..... 400"'~"''-'" ... o.:~ ... \f);)l~' II \1.1:'" w U:.IlfiU "~/" ._ !lJCIiI'I. ...... litO/Sit, S..... ~/~O Ig t/.10 n/ll/tl IIleft. '". ... .., ..' 611,1411.8) !l,ID1,IC u,m.'~ ER G.Ottl.co 644.<0.00 ",~"""''''.''C''''~ ,~., 1IO..1lf' 1.".<...1:1" l,.,"!'.tII1l'&'1MoIl ... 1",,111 .. ..:.~, ....111.'1 It!'. "' lIS "'.........w1 .. _.. I) In f... .... ".."'.....UI. .... ... ... "' ~.;.;................._._...,. - ... AOJVS1\4i.NTS fOflIlEMS \JNPAIO 8'1' Ui.Uk 1M ADJlJSTMU~IS to" ltM:1 \.~"AlIJ ljY StllER .. -" .~- .. ,,,or,rf""U" ."'.01...,11161 III M.......-. .,. "0 '"~ .., "1 '" ---- "1 C.'~I" I.... f'lt eww ,... .. .. ,., ,............ II ... . .,' .1........... ... .1', '" -- II k. 22C. tOTAl PAolO BYIPOR " 60.146ft= "0 ...- " llXI CASH t!tROM110'01 8OfflDM:A. HUl>-1 IHII . Rt5l'^. Hi U08'n ,3.\0 \. ~ Y!J,I1'-., \ / v ;z. poet.tr" ru Note "Ti"" 1'\101lt: co.'fleftI p;:~ ~~~~J;T4;-::' 7i1_:~~ ':l__ - ~- -.----.--- t} PAGE 1 ----- RlY.UO) IX. IUO}. i . ~. '91\ -. j,; COMMOUWIAlHt Of PINt~!.'1,V"IIlA INIll'lllANCr lAX "ltUtI" ~~-".~....~.~.."_. ._!,.!.~~_~.IE(~!.~1... ESTATi(of .__.C.CCCC.CC c..... SCHEDULE B STOCKS AND BONDS .~, .c,,,cco _, c.c_. . . ... .. ... '--c_'c~-~.."o~-"fltENUMBEi( ..,,".0 --.------.......-- _.._-,-_....__.._._-~- J/-l / d.a. j{, )1 0 J? eg-a 11 ..--..----.-----/!.-- (All propllly lolntly.owned wllh Right 01 Survlvonhlp mull b. dlsclol.d on Schodul. F.) ITEM NUMBER , 2./-111b -/tJ 7L DESCRIPTION Smith Barney I PP&L 333 W. 34th St., 3rd floor New York, NY 36670-13127 56 Appreciation Fund CL A 56 Utilities Fund CL A 56 UlilitiesFund CL 6 PP&L Resources Common CUSIP # 693499105000 Div Total: TOTAL (Alia enler on line 2. Recapilulalian) (It more space is needed, insert additional sheels 0' same size.} VALUE AT DATE OF DEATH 10,973.90 22,743.21 3,180.05 11,192.5D 202,07 48,291.73 5 . \ SCHEDULE E .ti!- CASH, BANK DEPOSITS AND COMMO"w,^ll" 01 ,,,,,,""4"'4 MISCELLANEOUS INHUIIANCI 'AX ll'UIH PERSONAL PROPERTY ""~I'" OICl~I'" _ ~ - ESTATE Of fli/da. &{let!tll'1 ~ IAII pl'POIly \.Inlly._n,d wllh Ih,"~hl .f Survlv...hlp mu.1 b, dl.d...d ~ul' FI IIYIWI.I.. IUT) f)/:5 c.~1 PilOtv' :LUh 1'Jllk~!" I. 2. '3. II. Savings Bonds Travelers Checks Cash CoreSlates Bank PO BOX 7618 Philadelphia, PA 19101-7618 r. Dauphin Deposit Bank Harrisburg. PA 17105 6. Smith Barney 333 W. 34lh SI" 3rd floor New York, NY 36670-13127 7. Fulton Bank. Trost Division PO BOX 4887 Lancasler, PA 17604 8. Personal Property Appraisal CD 020103692.2140624 CD 020103692.5076412 CD 020103692.5696960 CD 033530258.3530561 CD 033531363-3531666 Savings 8336316406 Checking 1414264457 8000023008 8000035944 81216127 5301628852 SB Money Funds Income Financial sa Treasury Oblig - Money Markel Fund SE\ Core Fixed Income Fund SEI GNMA Fund SE\lnlermediale Duration Governmenl Fund Page 1 \ ~_ ~~Plomb Print orTypo _ filE NUM8ER :Y-=L1_1.f - ~!LZr -~~-~ Bala" < .1" pOP 26,962.51 340.00 526.50 10,000.00 10,000.00 10,968.44 19,354.33 15,774.90 9.037.01 25.00 75,159.68 11.033.10 10,000.00 8,053.10 8.444.36 37,530.56 16,306.52 16,306.52 464.51 969.54 19,634.53 10,366.21 16,190.52 47,625.31 1,445.00 /)oP A curli 'J.~ t'rlJ r /Z/2;;"7 -- T(J~I f(e/,,.t,J/e 26,962.51 340.00 526.50 138.53 3.11 29.21 71.52 2.24 242.61 75,402.29 67.88 58.56 1.98 . 29.56 157.98 37,688.54 16,306.52 47,625.31 1,445.00 1J '206,216.67 C,."'~;l.l!''', IId!!lo. r j ^ f'it n,!O :"11,1 f'hll.llklplll,' P^ l'llOl :" III April 16, 11)1)7 James R. Munegan Execulor 1527 K SUCCI Anchorage. Alaska 1)1)501 RE: Estale or: Ililda Monegan Dale urDealh: Decemher 26. 11)96 Dear James Monegan: C5ftt t< 1- J/.)J~ f1(1H~"t 8 CoreStates Bank In response IU your leller. please he advised that Ihe decedenl held Ihc lillluwing accoulIl(s) wilh CureStales Ilank as or lhe dnle or denlh: ACCOUNT TYI'EINUMIlER ACCOUNT '1'1'1'1 ,E Certificale or Deposil IliIda Monegan 020103(1)2-2140624 Ccrtificate or Deposit lIi1da Moneg,m 020 I 03692-5076412 Certificale or Depusit lIilda MOlleg'm 020 I 03692-5696960 Ccrtilicale or Deposit lIilda Monegan 200106359-5927269 Certificale ur Deposit IliIda Monegan 033S302S~.3S30S6 ! Certificate or Depusit Ililda MUllegall 033531363-3531666 Savings 833631 M06 Ililda Munegan Checking 14142M457 IliIda Monegan DATE OI'ENED OI/Ill/80 02/07/81) 10/25/% 05103/1) I 06'17185 05/11/88 02/20176 10'IO/l}(, Ilrusllhalwe havc heell or assislance 10 you inlhis nHlIIer, Sincerely. COllESTATES BANK. N,A. Jllt,].d~_Jh'll':l;.L.. Brian K. lIarvey I' ./ ... IlKll/cg DATE CLOSED I'RINCII'AL BALANCE 10,000,00 10.000,00 10.1)68.'14 I (l!25/96 19.354.33 15.774.90 '1.037.01 25.00 ACCRUED INTEREST 0.00 136.53 3.11 29.21 71.52 2.24 IN REPLY REFER TO: REPORTING SERVICES FC a-90-:3-;l35 POBOX 1102 READING. PA 19603 610-655-3353 ,'A, , DA.l 11'1 tiN Illl'l ...'1 B"N~ "NI J I Ul;..l ('t ,1>,,,,AN'. IIAUHI..IIIIUC., 1'1 NN'" I VANI" 1',,(;1 Nil 2 of 2 III James n. ~~negiln Name: II i 1 da K. ~\onogan SSN: 207-07-7502 000: 12/26/96 Account No. 5301623052 00100319 -....-.--.---------..----.-...-.. _____._______u_..._.__ ----- - -. ----.---..- ----.. -- --.- ... Type SaVIngs Sate Deposit oox -.------------------.-..-.- ----------.--------..------ ------.--...- Date Opened or Issued 05/07/C3 ...------------------.-.- O')/23/7C ... ..._.___ u_' Date Closed or :.1<:1 tured ,,.., -... -... \ \VI,-,.:tCUJ .- ..-.- .-.---..--------.--... O'J/05/fJ7 Date of Death Oalance rklt Appl iCoble .--- - - --. .-- -.- ------- -.. -..... ... --... ..." ... "r. ""u,............uv .. _. _.----.. .-...-'---.--.--.--- PLOO LOCution: Date of Death Acciued Int. ~:~.55 t'~air. OffiCe . ___..._._.._u__.~_____..___ Joint I ~ ~ \" o.a.i,ers .------.----------.----.--.... "1_..- l'fVIIC !'Il"'i"\ u..':T1 t'_'. _ l'lVIIC Cute of Jcint C;,naiship ---------..------.. -.... .._-.... ..._- -_. ..---------- - '-'---- -----.--.---------------.-- --------.--------------.-- . _.... _ ~ _ ___..... . ._u___... ~pacinl ~Twents: ..,,. 11/1"'1 :"uUlliulI..i ,..iw......lIU.i aVd.iiciUilif Al .,0.\10 ~.nfl iluul'. C..a iluul' 11l101fIlUU" Duta riepuicd: ~pri1 ~~. 1~97 rrepnied by: Curo1yl", A. Oarl,ebi 1e C;.;:;tc,.iler :'~liiing6mei.,t lr,'fonilati0li Dept. (Cr,B) Telephone No. (717) 255.2054 SMlTHBARNEY - .\\Ii.r:',:.., ".H,'."nti,,';'!' April 11, 1997 James R. Monegan 1527 K Street Anchorage, Alaska 99501 RE: Account ti724-03879-l5-561 Dear Mr. Monegan: ~~1a (< 4 /I,.!r(~ 11".~a 5'(') eli/Ie /:""- .--__~" ._u______ Per your request the market value of above ref.eroncod IICCO\lIlI. for December 26, 1996 is listed below. DESCRIPTION #SHARES SB Money Funds 3334.67 SB Appreciation 787.789 Fund CL A SB Utilities 1518.238 Fund CL A SB Utilities 212.570 Fund CL B PP&L Resourses 484 rnc. (Common) Dividend 484 Cusip #693499105000 TOTAL MARKET VALUE PRICE (NAV) ~ltUt: 4.89 GI6'~~ 1: 13.93 $10,973.90 14.98 $22,743.21 14.96 $ 3,180.05 23.125 $11,192,50 .4175 202.07 $64,598.25 I have enclosed a copy of the December '96 statement, 1099 and January '97 (which shows the dividend on tho 1'1'&1.). If you have any questions, please don't hesitate to coil. Sinc,erely, br/;1'W'- {),;ii.f/"d-- t.yn,:, Dietrich At;Sl.stant to Rfchard J. Conway Sr. v.p./Resident Manager THE INFOIlMATlml HER[II~ liAS ntHI OBTAINED FROM SCtl~\..lS \'II mil TO BE RtllMlI. IlUI 1)'J "01 GU/.RM.:.. 11 S ACCURACY OR COMI'llllllrSS. I . . Moon Bank .E7ta t. ef: II//c.. ft1"J1:tIf~ People dedicated 10 your success. w INVESTMENT MANAGEMENT "-' T RUST SERVICES ONE PENN SQUARE . LANCASTER. PA 17602 i ! ,! Wriler's Direct Diel Number (717) 291-2727 , 1 . , April 28, 1997 Mr James R. Monegan 1527 K Street AnChorage, AK 99501 USA RE: MONEGAN IMA, H K # 5475900 Dear Mr. Monegan: As per your request I have calculated the actual date of death value for each individual asset held In the trust account at the time of your grandmother's death. You will need this information for Inheritance tax purposes. The values as of December 26, 1996 are as follows: Income FINANCIAL sa TREASURY OBUG. MONEY MARKET FUND SEI CORE FIXED INCOME FUND SEI GNMA FUND SEIINTERMED/ATE DURATION GOVERNMENT FUND = $ 464.51 = $ 969.54 $19,634.53 $10,366.21 $16.190.52 $47,625.31 Total = = = As you can see the total value of the account at the time of your grandmother's death equaled $47,625.31. The Individual assets were ebruary 20, 1997. I will be sure to update the values on our statements so t at they are correct based upon the date of death values for the tax information letter that you will receive for preparation of the 1998 tax return. "'i<__."""""'';;i:'.{,^"",'d',,~,~_,.,;,_.', ES7d1" ~ jill/A. i1i?1te/~ APPRAISAL REPORT HOBBIE AUCTIONEERS 901 NORTH SECOND ST. HARRISBURG, PA.17102 /7171233 - 0115 contents. Yellow clllna, lunclleon set for 6 ..........................................................$15.00 porcelain "baby's plate" ............................$30.00 Balance of misc. glass, tea cup, damaged sterling creamer ............$10.00 Braided rug ..................... ...... ............ .... ............$ 5.00 Two wall shelves with 8 mugs ..........................$5.00 wood shelves ....................................................$1.00 Zenith lV ...........................................................$1.00 Sewing machine ...............................................$5.00 TOP of sideboard. Silver plated utensils, pair pattern glass vases, elect. lamp, mug, misc. ... ....... ................... ............... ............. $ 10.00 Contents. Misc. flatware, linens, misc. storage, carving set ........................$10.00 Balance of Items In room ..................................$5.00 Living Room. RCA lV ................................................................$10.00 Techtron "Deco" clock .......................................$10.00 Brass floor lamp .................................................$5.00 Student 011 painting ...........................................$1.00 Books ..................................................................$1.00 Small table ..........................................................$5.00 contents of mantle ............................................$5.00 Glass top table ....................................................$5.00 Sewing basket, full .............................................$3.00 Fancy Eastlake Victorian frame ..........................$20.00 Five pictures on wall ..........................................$10.00 TWO upholstered chairs .....................................$ .0. .Upholstered couch ............................................$ .0. Table lamp ..........................................................$5.00 Mahogany coffee table ......................................$20.00 Wash pitcher .......................................................$5.00 Formica end table ...............................................$1.00 Record player and speakers ................................$5.00 Three clocks .........................................................$1.00 storage cabinet (50'S) ..........................................$5.00 contents .....................................................$1.00 Phllco "end table" radio .......................................$20.00 Balance of Items in room ....................................$5.00 ~ ~/d( J ! Bedroom H1 . Table top cedar box and Jewelry ........................$20.00 Single pineapple bed, mallogany .......................$25.00 TWO side tables, (pieces of vanity) ......................$5.00 Tin wardrobe .......................................................$1.00 wa II ta b Ie .............................................................. $2 .00 painted oak chair .................................................$5.00 Four pictures on wall ...........................................$1.00 zenith TV ..............................................................$1.00 TwO lamps ............................................................$5.00 Heater ............. ........................................... ....... ....$1.00 Balance of Items In room ....................................$2.00 Bedroom 12. Silvertone organ ...................................................$10.00 victorian walnut table ..........................................$50.00 concept 1 vacuum ..............................................$1.00 BOX mlsc.glass, brass, tin, etc. ..............................$5.00 Tin wardrobe ........................................................$1.00 Blankets, towels, etc. ............................................$5.00 painted oak desk (empire scrolll ..........................$20.00 Lam ps ..... ......................... ........................... ..... ......$5.00 Desk chair ..............................................................$2.00 Floor lamp .............................................................$1.00 Balance of items In room .....................................$10.00 porch - Oak arm chair to go with dining table .......... part of set Twig plant stand ....................................................$35.00 Chrome Formica breakfast set (3 chairsl ...............$25.00 Gate leg table, maple .............................................$25.00 Kneehole desk, mahogany ....................................$45.00 Air conditioner ......................................................$5.00 upholstered chair ..................................................$ - 0 - Formica bed set, dresser, chest, two endtables, and headboard .............................................$10.00 "Jigs" cartoon ashtray stand ...................................$50.00 Formica drop leaf table ..........................................$5.00 Glider couch ............................................................$ - 0 - Brass lamp ...............................................................$2.00 Blue book table .......................................................$1.00 iJsC f1~:'~:~~ _~Ur COMMONWfAUH Of PlNN!lYLVANIA INIURITAHC( tAl R[TURN RUIO(N' OlClOlNI nv,'u... 11.n,' ITEM NUMBER A. 1. B. 1. 4 -. ,,_ ..... SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.a.. Print elr Typ. FI E N MBER :2/-/116 - /tJ7t' flild~ )(, M (/n~a'1 AMOUNT DESCRIPTION Fun.ral Exp.n.... .Ii 6,7 11.7 V 5~< A trP.G~~ /)e 1;.,1 Admlnl.trallv. Ca.t.. ::; ~, 1f,1 "Ie4u( Pe,f.j,o/ Personal Representative Commissions IV 0" .(.. Social Security Number 01 Personal Representative: Year Commillions paid JJ 2, 0 n-.ro 2. Allorney Fees 3. 4. C. I. 2. 3. 4. 5. 6. 7. 8. Family Exemption Nllrt.<" Claimant Addrell 01 Claimant at decedent's death Street Addrell City Relationship State Zip Code Probate Fees ./jJ '8, I,.r: '1~ MI.c.llaneau. Expens... 5", /J.1tuh et/ j)e fvu! TOTAL (Also enter an line 9. Recapitulation) . S /61 Cf 23. I LI- (II more spac. Is n..d.d, Insert additional sheets 01 sam. slz..) Jf.I1~ (/""'~f Ii. f'IOh~J'''' Estate of Hilda Monegan ESTATE EXPENSES Schedule Check II Pmt. Dale Descrlpllon Pill\. Source Amount Sub Tolals H-A Funeral Expenses 12/28/96 Neumyer Funeralllome Daup Dep II 668 $ 5.307.00 Grave Opening. Easl Harrisburg Dau Dep II 12/28/96 Cemetery 669 $ 625.00 12/28/96 Preacher Tip Dau Dep II 667 $ 10.00 12/30/96 Refreshments alter Funeral JRM $ 169.70 9/11/97 Headstone Engraving JRM $ 600.00 H.A.-Tot $ 6,711.70 H-B Administrative Costs 125 9/11/97 Attomey Fees: P. Richard Wagner Key Bank $ 410.00 Personal Bond - Kathy L. Snyder of General Accident Insurance Co. of 12/31/96 America JRM $ 985.00 12/31/96 Reg Wills Cumb CIy JRM $ 273.00 Pers Property Appraisal: Hobbie 107 3/25/97 Auctioneers Key Bank $ 137.50 3/25/97 Real Estate Appraisal JRM $ 250.00 H.B. Tot $ 2,055.50 H-C Miscellaneous Expenses 12/30/96 Holiday Express JRM $ 128.15 12/29/96 U-Haul Rent JRM $ 68.30 1/1197 Hertz Rent JRM $ 238.63 1/1197 Ramada Inn JRM $ 250.31 1/2/97 Air Fare JRM $ 718.44 1/2/97 Hamplon Inn JRM $ 80.56 1/2/97 Avis Rent JRM $ 37.60 05 2/24/97 Kimmel F.H. Rachael Death Certs Key Bank $ 12.00 2/26/97 Postage JRM $ 12.80 2/28/97 Chkg Acct Service Charges Key Bank $ 8.14 3/8/97 Hampton Inn JRM $ 477.00 3/9/97 Hertz Rental JRM $ 215.20 3/11/97 Check Printing Key Bank $ 14.78 3/17/97 Air Fare JRM $ 250.00 101 3/22/97 River Rescue - Ambulance Key Bank $ 80.00 3/31/97 Chkg Acct Service Charges Key Bank $ 7.50 3/31/97 Chkg Ace! Service Charges Key Bank $ 0.63 4/1/97 Postage JRM $ 34.24 114 4/14/97 Gary Biller, Tax Preparation Key Bank $ 95.00 112 4/14/97 HKM FED TAX 1996 Key Bank $ 169.00 113 4/14/97 HKM State TAX 1996 Key Bank $ 74.00 4/30/97 Chkg Acct Service Charges Key Bank $ 7.50 4/30/97 Chkg Acct Service Charges Key Bank $ 1.86 05/26/97 Hertz Rental JRM $ 141.91 OS/27197 U.Haul- Boxes JRM $ 23.27 5/31/97 Chkg Acet Service Charges Key Bank $ 7.50 5/31/97 Check Printing Key Bank $ 1.86 05/31/97 Hampton Inn JRM $ 513.10 Page 1 Estate of Hilda Monegan '. ESTATE EXPENSES Schodulo Chock II PmL Oato Doscrfpllon Pmt. Sourco Amount Sub Tolals 119 6/1197 City of Harrisburg Key Dank $ 7.00 06/03/97 Hampton Inn JRM $ 171.06 06/03/97 Hertz Rental JRM $ 329.74 06/03/97 Northwest Airlines JRM $ 788.00 6/30/97 Chkg Acet Service Charges Key Bank $ 7.50 6/30/97 Chkg Acel Service Charges Key Bank $ 1.66 7/31/97 Chkg Acet Service Charges Key Bank $ 7.50 7/31/97 Chkg Acct Service Charges Key Bank $ 1.66 6/31/97 Chkg Acct Service Charges Key Bank $ 7.50 6/31/97 Chkg Acct Service Charges Key Bank $ 1.66 123 9/11/97 Quest Diagnostics Key Bank $ 29.00 09/15/97 Hampton Inn JRM $ 513.10 09/15/97 Northwest Airlines JRM $ 765.00 09/15/97 National Car Rental JRM $ 276.61 $ 6,599.07 5615 Hillside lane: Expenses 01 2/15/97 Hampden Twp Sewer Key Bank $ 71.50 02 2/15/97 Bell AUanlic Key Bank $ 47.61 03 2/15/97 Bell Atlantic Key Bank $ 10.64 04 2/24/97 House Cleaning Key Bank $ 16.00 102 3/22/97 Bell AUantlc Key Bank $ 35.62 104 3/22/97 AmeriGas Key Bank $ 1,023.95 110 4/2/97 PP&l Key Bank $ 26.24 115 4/14/97 Flood Ins Key Bank $ 160.00 116 4120/97 Bell AUantlc 737-0358 Key Bank $ 1.28 117 4120/97 Hampden Twp Sewer Key Bank $ 98.00 11B 5/9/97 PP&l Key Bank $ 13.00 124 9/11/97 PP&l Key Bank $ 30.83 $ 1,556.87 Total Schedule H. $ 16,923.14 $ 16,923.14 Page 2 I I I I I ! \ Ef1,. to(. rl- /li/I4. /1 (/n ej It 0 ..,~ , . .) I. .....................................................~............of GUYE OPENING ORDER .......................................................~I..... being a member of the family of the owner, hereby authorlae 'fji'V the openlnC) of the C)raYl ~,iOt C)lven below. '\)'\:.\; . ~. !\,ad ...?i!i ..,- .................................................... (Seall ..J Date lJ,.:C\~;r.1.'j~r ::'!!. ~... ~ ,': .............................................. Section.........):...........:. Block............::............. Lot No. .... ..........~................... Grav. No.. ........:!....... ~'; l)~~ : .......__.. by .\,; '.;",,', .'" ,;,;,'..-:; Arran"ements by ,',IC'::,C:. ,'.. : fl.""..:' .,........ . ......... ..,'....1....... .1.............;......... ........... '7 .................................................... :',~:: '...._'J" C~J(l ~...,:,'.:~ - ....>.: : .... Add Add .",'C' ::"~,, :;'1j'"L::.-r, ". ',..,'. ..:]il;: '" resl ................................................................. ress ............................1....,.,......1....................... ;',,: '.r'-;'_c)o.'.t:-~l!, 13 Burial of ...... ............ ........... ...... ...~:.\:...~)!:~.. ;:..,.... .:.'......: :.'............................. ..... ........................................... Size and Type of Outside Ca$l ................:;'.:.\..;:......:...:.::..:.:.:...................,...........,................,.................... .......:' ,_ ,\...'.'., \.,'" ..... '.';', :. _. . ,I,. ~...."~.;.\lll;.~. :.~. ,./.... ) I I S III tI ~<~~C~L~.:: .'. ....~,.......I..,A .... ".;:~'- \ '::.~,:.u.:';' ~\Lr'::.....;,-.... ~., ..~' pee a nltrUe: ons .......................,........................................................................................................... t ': :0.. ".j . : \ ~. t' ., . . ... .,1 ", \ . . . ..' -" ': ..' I, blterment to be made 01\ ........:.:.:"..,.:....................th. .................~.(.!.;;L.......................................day of 1},...',. ,'"< 19 j(, at . :.:': o'e:loe:k ....M. ...................... ........ .............................................................................................. .......... .... ralDI t 0:.....,.....',....,. .'C' ChrlJ's ;.{,:,.c..i:", ....ne ree: or ...........................\.....................,.......................................... a............,................. , lft~ 1, ,.f 1!,.!rI1l 11 tJ"'e; (t 11 ... j^\ Power of Attorney 6 W,lnul 511("('1, rllll.ldtlphi". Ptnnl~I~.lni.a 19106 ~NOW All MEN BY THESE PRESENTS. Ih,lIlhe GENERl-l ACCIDENT INSURl-NCE COMPANY OF AMERICA, a PynnsYlv"nia corpcmlion having .11 plincipal of('" .n I'luladelphi,l, Pennsl"'.nl' docs hereby ma~e. con~llute and appohll Ka thy Iime3. Kathy Snyder, E.K. Weitze1-------------------_________________________________________ Nch Individually if there be mOle Ihan one namod, illlrue and la",ful Anorney.in.Fact. 10 make. e.ecute. I<'ar and deliver as SUll'ly (or al ils behal( and al ill act and deod any and all bonds and undenakingl o( surel)1hip. and to bInd the GENERl-L ACCIDENT INSURl-NCE COMPANY OF MlERICA hereby as (lItly .nd tb the IoIme e.lent as i( such bonds .nd unden.kingl .nd other writingl obligalory in Ihe no theroof were signod by an Ekecutive O/(,cer o( the GENERl-L ACCIDENT INSURl-NCE COMPANY OF MlERICA .nd 1<'.lod and .nellod b one other 01 such officefl. .nd hereby ratifies .nd confilms .11 th.t itslolid Anorneylsl.in.F.ct m.y do in pUfluance hel""(; providod that " bond or unden.king o( surelYlhip ..ecutod under this authOlily shall be subjt"CI to lhe (ollowing rimit.lions: Any Probate or F1duci.ry Band In an Amount nollo ..cred ............................................... $1.000,000 Any PI.nlifl's Court Bond in .n .mount nolto ekCC<.'<! ..... ...............................................$ 100.000 Any Public Official Bond (eleluding bl.n~.O In .n amounl nol to ClCred ....................................$ 100,000 Any license & Permil Bond in .n .mounl nollo .kCred .. . . . . . . . . . .. .. . .. .. .. .. .. . . .. : . .. . . . .. . . . .. .. .. . .. $ 25.000 Any Cost on App.,., or Remov.' Bond In .n .mounl nol to elcC<.'<!.............................. 00 00....00 00$ 2,000 This power o( .norney is g"ntod under .nd by ,ulhorily o( Subl<'Clion 5.1 (bl o( Aniele V o( lhe by.I'M o( GENERl-L ACCIDENT INSUAANI COMPANY OF AMERICA which bee.me effeclive February 20. 1992 .nd which pro,'i,ions are in (ull (orce and efft"CI. re.ding .s (ollows: "S.ltbl The Bo.I,d of Oi,mof\ (It P":1tdrnl, Vl(t Prn.dtnl. 0' ottv!r otroCtl d<"1 SI\,IIrd byt~m or Mhrf ollktm ,"-'II N\'f pawn 10 ,pp:)ine Mom~in.r..ct..rod 10 "ulhoriu them 10 tJl'ClIlt on bc!h.lK 01 the Comp.lny bondl .nd ur.dtlUlinp. 'Kosniur.cM. eOl'lllleu 0( ,~mr"T'r"l'd o.~, ....'ni,.p obl'l"IOI)' in lhe! Nlult' lhefot. .and 10 .alUch the! wo.al 01 the Comp,lny Itoe,no; .arid ,h.all .al'-O h.a,~ ~et lo'~ .any such A"O'~.in-r'C1.a1 .an.,I,me.aro.1 Il'\ooh I~ p:,v.~,.and .aLII~nry ,i,-t'n to him. Any ,n~t\.Imenl C'U'(LIIN by ,nV weh AnOff'q..,n.r.aC'l ,h.all ~.Ii borod,"'a IOro'\ lhe! Comp.any" If \.ial'ltd by,n [..KUI"~ OffiCff.'1'd t.t.!td,rd '"~N by the Sttreury." GA 589971444 This power o( ..Iorney is signed .nd 1<'.lod by (.esimile under .nd by authorily o( the lollowing resolution .doplod by the bo.,d o( directOr! o( GENEAAL ACCIDENT INSUAANCE COMPANY OF AMERIC~. '1 a meeling held on the 20th day o( Febru.ry, 1992. at which. Quorum w, present, .nd SJid resolution has not been amendod or repcalod: "RnoIYtd. tNl in ".antins powtof'l c:J .InOl'T'q' puf\U.anllo IU~oQn 5.1(1:-1 oId~ by.I.a...., oIt~ Camp'ny l~ "El\IlulC' 01 wch di'tc'lol1.and olfkf".and IN! lot" d lht CemPln.... tNy be ,1Ii.\rd 10 .any weh power c:J .anomcy or .ny cfrtlrtC.alt' 't'!.Ilint thereto by f.aoimilr,.Ind.a,.,., IuCh p3Wt'f 01 iItlomry or ct'f'tlfalt' be.arinaluch f.a(jjml~ lian,l1uftS Of (.Iaimile tcJI wll be ....arld .and bindu,S upon the COmp.ny in Iht fvtu~ WIth tnpm 10 .any bond Of ur.:ktUkin,IO which it is .a~:' IN WITNESS WHEREOF, GENEAAL ACCIDENT INSUAANCE COMPANY OF MIERICA h.. CJused lhel<' prel<'nu 10 be signed by Dennis! Perter. iu Vice Presidenl, and iu COrpordle 1<'"to be hereto "jhed, this 19th day o( Septeml>er , 19 -95- '!,~-~ GENE L ACCIDENT INSU E C~NY OF AMERICA {~\ . ~~. . ~..~ Commonwe.lth o( Pennsylv.nia Phll.delphla County On this 19th Dennis S. Perle" VICe President /{ .,,~ "\":; '...1" .", ..... "V'" OLlry Public in ind (or Commonwe.ahh of Pcnmyl....ni. ?15t d.y Cc.. ~c. This Power 0( Anorney m.y not be u l.ame-s E, Clrron, Msisunl S<<re1.lry .. . Thi~ documenl is p'rinied on a b!q~ri' b~~kground . ember 19 1997 JI \$~'2~~.ih(. .;~;IIH'Il:'III, 1,111\1, 1',,,,,,,, "!\!:~)'- '.\ ,11;1 '1\,'. 1.1:: 1,'",;1 ;i--H .' ll\(1 ."-d .I'.~ !oI' ~':". i"~:\l'r n' \""':"'\ ',;1""\- " P'. '!Of!U"r rlllfllt".,. 11\1' d~',,,,, 11.1:1H'd 1'\f!I'lll"", _\ ,HIll t:l.~",,, ,'I ,Ilt. 1~.Hld III \\"" h ~,,,' 1"'\\" . .... I . '1.00(,] i."'" RSn :pmtsers II\. anolysts P5ta t< + #i 116.. 11 PO" ~i.'" March 14, 1997 James Monegan 1527 K Street Anchomge, AK 99501 APPRAISAL: 5615 Hillside Lane Mechanicsburg, P A 17055 File#: 97SLR-I PO # 49630422 FEE: $250.00 TOTAL AMOUNT DUE: $250.00 Please make checks payable to: RSR APPRAISERS & ANALYSTS P.O. BOX 188 CAMP HILL, PA 17001-0188 THANK YOU! P.O. Box 188' Camp Hill, PA 17011-0188' Phone (717) 763-1212' Fax (717) 763-1656 COHHONWEAlTH OF PENNSYLVANIA DEPARTHENT OF REVENUE I.'; : /~;I ~,j - BUREAU OF INDIVIDUAL TAXES INlt[AnANe[ lAIC DIVISION OEPf. 1110601 HARRISBURG. PA Illla-DbO) NOTICE OF INNERITANCE TAX APPRAISEMENT, ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 02-16-98 HONEGAN 12-26-96 21 96-1078 CUHBERLAND 101 JAHES R HONEGAN 1527 K ST ANCHORAGE AK 99501 Allount Rallltt.d '*' II'."" II ~"IIt.'" HILDA K HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Riv:is4'i-EiCAFP--iiiii:m--iioYicEuciF-i:-NHEiiifiiiicE-YAX-AppiiiiisEHEii'r-,--Ai.i:ciwAiicE-OR'nmu--m-u-- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT DF TAX ESTATE OF HONEGAN HILDA K FILE ND. 21 96-1078 ACN 101 DATE 02-16-9B TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETORN 1. R..I Elt.t. (Schedule AJ 2. Stocks and Bondi (Schadule BJ 3. Closely Hald stock/Partnership Intar.st (Schedule C) 4. Hartg.gal/Not.. Racaivable (Schedule DJ S. Ca.h/Sank Deposits/Hi.c. Parlonal Property (Schedule E) 6. Jointly Owned Property (Schedule fJ 7. Transfers (Schedule GJ 8. Tot.l Allat. APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Expans../Ad.. Costl/Hlsc. Expanse. (Schedul. HJ 10. Debts/Hartgaga liabiliti.s/Lians (Schadul. Il 11. Tot.l Daduction. 12. Hat Value of Tax Return 13. Charitable/Govern.antal Bequa.t., Hon-electad 9113 Trultl 14. Het Value of Eltate SubJact io Tax 1 CHANGED 1I1 121 131 141 151 161 17) 54 .361.20 48,291.73 .00 .00 206,296.67 .00 .00 181 HOTEl To inlure propar credit to your account, lubnit the upper portion of thil for. with your tax pay"ent. 308,949.60 l~.gn 14 292,026.46 .00 292,026.46 If an assessment was issued previouslY, lines 14, IS and/or 16, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSHENT OF TAX: 15. A"ount of Line 14 at Spoulal rata C1S) 16. Anount of Line 14 taxabl. at Lineal/Clal1 A rate (16) 17. A"ount of Line 14 taxabl. .t Co11ateraI/Cla.. B rate (17) 18. Principal Tax Due NOTE: TAX CREDITS: PAYMENT DATE 03-24-97 RECEIPT NUMBER AA185335 DISCOUNT 1+1 INTEREST/PEN PAID I-I 876.08 191 lIOI 16,923.14 .00 IllI 1I21 1I31 1I41 (Schedule J) .00 X .00. 292.026.46 X .06. .00 X .15. 1I11 AMOUNT PAID 17,000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 17,521. 59 .00 17,521.59 17,B76.08 354.49CR .00 354.49CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I RESERyaTIONI E,t.t., of d.c.dent, dying on or b.for. O.c.~.r 12, 1912 -- If any future Int.r.,t In the ..t.t. I. tran.f.rrad In po.....lon or .nJoy..nt to Cia.' I Ccollat.rall b.n.flclarl., a' th. dac.d.nt a,tar the ..plratlon of en~ ..tat. 'or Ilf. or for yaar., the Co..onwaalth haraby a.pra.,ly r...rv., the right to appral.. and ...... tran,'ar Inh.rltanca Ta." .t the I,w'ul Cia" . Ccollat.ral) rat. on any such future Intar..t. ......SE III' NOtlCE: To fulfill the requlr..ant. of Sactlon ZI"O of the Inh.rltance and E.tata TIIC act, act Zl of 1995. (12 P.S. Sactlon 9IltD). D,tach the top portlon 0' thl. Notlc. and .ub.lt with your ply..nt to th. R.gI,t.r of Will. prlnt.d on the r.v.r'. .Ida. --Hlk. chack or .on.y ord.r payabla tal REGISTER OF' MILLS, AGENT paVMENT I REFUND (CA)1 a r.fund of . ta. cr.dlt, which wa. not r.qua.ted on the Ta. Raturn, .ay b. r.qua.tad by coapl.tlng an -application for R.,und of penn.ylvanla Inh.rltanc' and E.tlt. T..- (REY-ISIS). Application. ara avallabla at the o"lca 0' tha Aagl.t.r of Vlll., any of the ZS Aavanue DI.trlct Offlc." or by cllllng tha .paclal Z"-hour an.w.rlng .arvlca nuabars 'or 'or.' ord.rlngl In pannsylvanla 1-800-S62-Z050, out.ld. pann.ylvanla and within locel Harrisburg ar.a (7171 787-109", TOOl (717) 77Z-ZZSZ nl.arlng Iapalr.d Only). Any party In Int.ra.t not .atl.fl.d with tha .ppr.l....nt, allowanc. or dl.allowanc. 0' d.ductlon., or ........nt of ta. (Including dl.count or Int.r..t) a. .hown on thl. Notlc. au.t abject within .1lCty (60) day. of r.c.lpt of thl, Notlea byl --wrltt.n prot.,t to the PA D.p.rt.ant 0' Rav.nue, loard of App.al', D.pt. ZIIOZI, Harrl.burg, PA --al.ctlon to hava the .att.r dat.r.lned at IUdlt of th. account of the p.r.onal r.pra.antatlva, --ftpp.al to the Orphan,' Court. InZI-IOU, OR OR OBJECTIONS: AOft!N ISTA" tlYE CDRRECtlDHSl Factual .rror. dl.cov.r.d on thl. a...,...nt .hoUld ba addr....d In writing to: pa D.part..nt of R.v.nua, Bur.au of Indlvldu.l Ta.a., ATTN: Po.t a......ant R.vl.w unit, D.pt. 210601, Harrl.burg, PA 171Z8-0601 Phone (717) 787-650S. S.a page 5 0' th. bookl.t -In.tructlon. for Inh.rlt.nc. Ta. Aaturn for' A..ldant D.ced.nt- (AEY-1501) 'or an ,.plan.tlon 0' ad.lnl.tr,tlv.lY corr.ctabla .rror" If any t.. dua I. paid within thr.' (S) calandar .onth. a,t.r the d.c.dent', d.ath, , ,Iva parcent (SX) dl.count of thl ta. paid 1. allowed. The IS% tax HIM.ty non-partlclp.tlon panallY Is coaputed on the tot.1 of the tu and Intara.t ......ed, and not paid bafora January 18, 1996, tha flr.t day .ft.r tha and of tha ta. a~.ty p.rlod. Thl. non-partlclpltton panalty I. apP.Ilabla In tha .a.a .ennar and In the tha ...a tl.. p.rlod .. yOU would Ippl.l the ta. and lnt.r..t thlt hI' b.an 1..I...d a. Indlcatld on thl. notlca. Int.r.,t I. charg.d big Inning with flr.t day of dlllnqu.ncy, or nlna (9) ~th. and on. (I) day 'ro. th. dat. of d.ath, to the data of pIYlant. TalC" which bIC'" d.llnquent ba'or' January I, 191Z bear Intara.t at thl rata of .1. (6~) par cant par annua calcullt.d at . dally rat. of .00016". All tllCa. which b.ca.a d.llnquent on and aft.r January I, I~IZ will b.ar Intar.lt at . rat. whlth will vary fro' cal.ndar y.ar to c.lendar year with that r.ta ennounced by th. Pi o,part.ent of Revenu.. The appllcabl. Intar..t r.te. 'or 198Z through 1991 .r.: '!!!! Intere.t Rat. oalh Inteu.t rector !!!! Intere.t Aata DailY Intere.t rector 19n 2G:c .0005,.a 1987 OX .0012'" 1981 lOX .0DOUa 1918-1991 I\X .DOO5Gl 1984 I\X .000301 \99' 9X .0012,.7 I,IS u:< .000556 1991-1991t 'X .000192 1986 lOX .00027" 19951-1991 9X .ODDZU --Intarllt Is calcul.tad .. follow'l DISCCUCh PENal TVl INTEREST 1 INTEREST a BALANCE OF TAX UNPAIO X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlc. 1.lued .ft.r the tllC beco..' delinquent will r.flect an Intar..t calcul.tlon to flft.en (IS) day' beyond the d.te of t~ el.al..ent. If p.yeant I. .ade I't,r the Int.r..t coaputltlon data .hown on the Notice, eddlUon.1 Int.rllt .....t be calculet.d. STATUS REPORT UNDER RULE 6.12 Name of Decedent: J/ ,. /tl4 I1c'heu-ah . v Date of Death: /2/26/16 2/- lf6-/()itj , will No. Admin. No. /'19 (,-0 J(7~ 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~~hether administration of the estate is complete: Yes--2S- 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. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes X No . b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative st~Je 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. t-tf',~r ~at.ure' ;)1I}! e S If'. /1011 6'().tI /, Name (Please type oV'print) 11 / f 17 I( f r, ~...J.r #~ l hpy-":X, .f'1tfw/ Address Date: 2./20 Je!,! . lJ"\ " , , Qt.; (101) 2c/-C~,6 Tel. No. Capacity: ~personal Representative Counsel for personal representative (KAH:rmf/AM3) COHHOHWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE ,* BUREAU Of INDIVIDUAL TAXtS IKU[A1UHC[ UX DIVISIoN OCP'. :80601 nARNtSIUPC, PA 1711S'OfoOI NOTICE or INlltRITANCE TAX AI'PRAISD1[HT, ALLOWANce OR DISAllOWAHC[ or otOUCTIOHS AND AsseSSMCNT or TAX II,.I\UIII'" IIt.HI JAMES R MONEGAN 1527 K ST ANCHORAGE DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 02-16-98 MOHEGAN 12-26-96 21 96-1078 CUMBERLAND 101 IlILDA K Anount Ranit led AK 99501 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT IlDUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv:i54f-EiCiiF'P-CO'9"=9W-NOfi'CE--OF-YHHERi'TANCE-TAX-A'PPRA'IsEHENT";-iiLLoiiAifcE-oR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF MONEGAN HILDA K FILE NO. 21 96-1078 ACN 101 DATE 02-16-98 TAX RETURN WAS: I X I ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETORN 1. Rool Estoto (Schedulo Al 2. stocks end Bonds ISchedulo BI 3. Closely Held Sloek/Partnership Interest (Schedule C) 4. Hartg.goslNote. Receivable (Schedule 0) s. C.ShI8ank OeposltslHlsc. Personal Property (Schedule E) 6. Jointly Owned Property ISchedulo FI 7. Transfers (Schedule OJ 8. Tot.l Assets ( I CKAHCED HOTE: To insure proper credit to your account, suba!t the upper portion of this for. with your tax pa)'llent. 54 .361.20 48 .291. 73 .00 .00 206.296.67 .00 .00 III III 121 (31 (41 151 161 (71 308,949.60 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral e""en..s/AdIo. eastolHlsc. E""ons.. (Schedulo HI (91 16,923.14 10. DebtslHortgago Liobilitios/Llons (Schodulo II 1101 .00 11. Tabl Doductlons 1111 12. Not Voluo of Tox Roturn 1121 13. Char1tablB/Covennaental Bequests: Non-alectad 9113 T~ltl (Schedule JJ (131 14. Hot Vo1uo of estato Subject to Tox (141 NOTE: If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. ""aunt of Uno 14 ot Spousal roto 1151 16. ""aunt of Lino 14 toxoblo ot Linoal/Closs A roto 1161 17. Aeount of Line 14 taxable at Collat.ral/Class Brat. (17) 11. Principo1 Tox Duo 16.913 14 292,026.46 .00 292,026.46 .00 X .00= 292,026.46 X.06= .00 X .15= lIel .00 17 ,521.59 .00 17,521.59 TAX CREDITS: PAYllEHT DATE 03-24-97 DISCOUNT I-I INTEREST/PEN PAID (-1 876.0B AMOUNT PAID RECEIPT HUIlBER AA185335 17,000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 17.B76.08 354.49CR .00 354.49CR IJ"\ J 'of) ~- .... .:;, I .:....: .,. (C ~\ :,. (~ CH.i