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HomeMy WebLinkAbout97-00135 PETITION J<'()I{ I)ROIIATE Ilnd WlANT 01<' LETTERS (2\ -g '1- J~5 &/a/e (!( ..WJ.IUllrn c. Jumper also known (lJ .. No, lo: .____.__.___..m~. Register of Wills for the 8ocl(l/,~;';;~il';;'N;;TB 9-1 !l~518.3 1i('('('1I I 1''', ~::;:::::{.lI~~e;~~f~~I~;~~-i~ in the The I'etilion of the undersigned rl'sl'ectfully rel'reSl'IHs 111111: YonI' I'elltloner(s), who is/lire 1M years of IIge or older IIn the exeCUL.or._.._._.___.___ named in the IlIst will of the IIbove deceden1, dllted _H/!'i'.J 1,__12.2.3_..__......________, 19_ and codicil(s) dllted _m__'__.__~,.__.n.. .. _._~_._..,_..._________... (stllll' rrlcVlll1l I'irl'lml~llll1l'C~1 l',g rClIlllldullUll, <Ielltll of C'l.cl'tllor, CIC.) D . d d','1 d d I' Cumber land C I' I I I h ecen ent WIIS 00111'1 e at eat 1 111 __._._.__.__.__.___,..,____ ,Ollnty, ennsy van a, wt 1~~lng~stJ~~~u~~;i~l~1I1 \fS_~~e ~t.~1~~~l.:~stnu:=.t..-.~ Hn 11 y (list SIre!.'!, lIumher llnd nHlndplllily) , J Decendellt, thcn He~~he .. y~ksll~~e1 d~~nl~{nu~~~S~~'-PA ---, 19~L-, at ___,.'i.___..u,_______...~._____y...L , . . Excel't as follows, decedent did not mllrry, WIIS not divorced and did n01 have II child born or adopted after execution of the will orrered for probute; was not the victim or II killing nnd WIIS never adjudicated incompetent: ___~___________ Decendent at death owned I'rol'erty with estimated values liS follows: (If domiciled in I'll.) AlIl'ersonal pl'l1l'erty (If not domiciled In Pa.) Personal property in Pcnnsylvanill (If not domiciled In Pa.) Personll'l property in County Value of real est lite in Pennsylvanill situated a~ follows: 113 Chestnut St.. M.t........ltoll v CumQer l_and Co~.tny.t---l'A............ L..2..5.....M 0 $ $-- $ 75.0QO Spring:a Borough, n' WHEREFORE, petltioner(s) respectfully presented herewith !lnd the grant of letters theron. request(s) 1hc probale of the last will and codicil(s) testamentary (ICSlfilllclllllry; administratIon (',(,U,; adminisll'lltlon d.b,n,c.l.a,) i '0_ '~ . "'I 'O.~ ~'5 .... lr~ ~o tl, Vi tv.: p/, I~ Eric L. Ho i qer 318 Heisers~ane- Qarlis1e, Pl\.. 17013 OATH 01<' PERSONAL REPRESENTATIVE COMMONWEALTH m' PENN.SYLV ANIA .} ss COUNTY m' .SJ~MB!!RLAND ________ The petitioner(s) !lbove-named swearls) 01' IIffirm(s) thutthc statements in thc foregoing petition are true !lnd correct to 1he hest of the knowledge llnd belier of pctltioncr(s) and thlll115 personal represen- tative(s) of thc above deccdcnt pelitioncr(s) will well und truly adminlstcr the est !lIe according to I!lw. Sworn to ~r IIffirmed6r\'!'d sllbscrih"d ._~.,/~~!~~._-,__..__ \::l ~efore me ~)W~RY- ...... ... day or ~fiIf'eI~gii it'J'rit-------- i 14~'~ p.~{}Jf:LI('rca,rl1Ble,PA~~~'T--_.~~~.-- I IG-llob-I\ , " i' I '" i :; !: j I ~ :!! I , : ' , II I , JI I I I I I I , I ' I II:' I L I I I I I I I Ii , ' , I ' I I , I I I' I" " III' , , , , ' II I "I i I I II I . . I II I " I (' I l ..jt', I , " 'i" ,i" I" , "fRliild'" ]I",'j,j,' ':' il" , ' 'I'" I :,1 I 1:1 I, 'I! 1'1' "I' "I: "ill' : ,: : 1':I~jll"li)I'11 11'\\111 "" :, ' , ' ',: I:" , " " 'L I' II ,I I,ll III" " II",,J I' "" I, I" I "", ' " 'I ' , "I ':1,: I'" I':; Ii ',II' "11",:1, 1'1 "I I I :: II'" :' '1'1 111",;1 'I " 'I , , . Ii: !:I U j!/i '1111 ;;1,:1;1111'111 i:1 I: iiillliill',I~aIHa 'I~RI~$!~, i i :,;;:,':: ,; :': l:1 ~ · :: ! 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I "'I 'ill I: 1'1' Ii ',I!:.I 'I ":1' l,i'll I, " ,I '11'1, ' , 1'1'11'" Ii', II', I I" 'I'll ,,, I I ,I I, 'III' 11'11' II'" I, ',I 'I' "I", il, I " '.' 'II':, ,II .'1 ',' ,I " I, I' ,il 'II I '1"'1 r.' , 1'1 '"I I ,1:1 " ,'I I 'I , I I I I ' II, II11 I, II " II, 'II ) I I \ I I I ,1111 I 1 I I , I " : I _ '!'!! !" i , ill' ,i! i i I j' "I' I ~ I I ' : Ii!" '! I ! ,I I I!,,: I I" II ' ': 'I II I' ;1,11, ;, i! ,I ," :!, . RaCOl1k i ( "Ie:", of R(l>JU:I \"/iIl9 I' , . '9; FEU -6. P 2 :26 Cleli,:ivrl Oumbi,i,.:i1'1 I;i()" PA ffi ~ . ~~U IQ IJ a ~ ~ r;p ~ .~ ~i~] ~. '.0 , , oJ VI. I direct Rnd authorize my executor to convert into cash by 8ellin9 at public or privatd sale, as soon as conveniently may be done after my decease, all of my real and remaining tan9ible personal property, and to apply the proceeds theref.rom to my residuar.y estate, VII, I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. VIII, I bequeath the residue of my estate of every nature and wherev~r situate in memory of my wife and myself as follows: A. One-third thereof to the Mount Zion United Methodist Church of 420 Park Drive, Carlisle, Pennsylvania, for their Building Fund; B. Orie-third thereof to the BPOE #578, of 120 West Ridge Street, Carlisle, Pennsylvania, for their student Aid Trust Fund: and C, One-third to the Amelia S. Givin Free Library, 114 North Baltimore street, Mount Holly Springs, Pennsylvania, to be used for the needs of the library as the Board of Trustees determines best, IX, I appoint ERIC L. HOLLINGER executor of this my last will, Should Eric L. Hollinger fail to qualify or cease to act as executor, I appoint WILI,IAM S. DANIEI.S executor of this my last will. ''UVlllJlfJl.j1-t1) j~~ WMMON~S'LVAN'A Of PART MEN I Of REVENUE f R ,DEPT.280001 RESIDENT DECEDENT OECEDl:tIl'l"""",,~~,.w>lMDOlEl'IT"')'\'!"!~. .~.. .~'~.. ... ..-.-.1,. T'.'............. J L("" r~ h R, h~ / :L: L 1l1L~ . .I c.!..; , SOClA.LSf fTYNI..IA8fR - ~TI!OFOEATH OATE OF 1lIRTI1 I P 'i. / r;;. ,5-;8,,3H~ (ljl r:;r;?f/;7'r'i17)'-~!,~\1'(;-:2) / 2/1 '7 / I I" "'PllcAAtEiSUR\i"NO IPOUOCS I<AI<E (lAST, "R61, INOlMODlE mv.L1 ,110M 6EClIlI1Y~ [ THIS RE11JRN MUST BE FILfD IN DUPLICATE WITH THE" ~ " ;_ REGISTER OF WILLS ~ K.l1.0'lllnoIR.tum 0 2,Suppl6l1\81l~IR.tum 0 3R.malnd.rR.tuml..._.....".,~;- ''is 0 4, L1mllS<lEalala 0 4., Futu/tln~reatComproml$ol..._...il,'2.a21 05, Fed.,,1 EalalaTax R.tum Required ~ il IX! 6. Doced.nt Oled T..tal8lA'1<...,.WlI 0 7, Oeoed6ntMelnlalned. LIving TruatlA'l<h"".TNIII _ 8. Tolal Number 0' S.'. O.poslt Bo,.. o 9, LltlgaLOO ProceedI Reoelved 010, SpouuI Pov.rty Credit '''.__ il.l',I' ..',',111 011. EIocUOn to tax und.r Soo, 9113(A) 1A'l<h8<h01 I THIS SECTION YUSnl! COM~ T/i;AlJ;,CORRJ;8 !AND;CONPJDI!NTlAl.:'ll'AXINFORMATION SHOULD BE DIRECTI!D TO: N.AME ",'7) COUP\.ETEIAAIUNOAOORfSS f.,~ ,S; ~11j/;c:i-J~ 05'1>, {7""'" t',.t?'S't"ijr(,-f "''',/S'7.i 21/S" FlRM"'I'E ~_, ~ C.-1/2.':/Yc (.'; /~ /7-'::>1':; /-1(V"'/I' '" d'/"lA /<,"'/5 ,/, 8 TELePllQHE~ .-. . 1 ;2"1.3.. ,:; 8,,,/ z o F; ~g ...~ o (J I S /(" i) II REV.1500 INHERITANCE TAX RETURN !i: w o w (,) w o 1. ROIl ealale (ScI1edu~ A) 2. StocI<s .nd Bonda (Schedu~ B) z o ~ ::l ... ~ o w Ck: 3, CIoaIJ~ H.1d Co<poIaLOO,partn.rshlp or Sole-Propl1etorsh~ 4, Mortgeg.. & Notes ReooIvable (Schadule D) 5. Cash, Bank O.poslb & Mlsoelten80ua P.""nel Property (ScI1edu~ E) 6. Jolnlly ONned Property (Schodu~ F) 7. Inter,W",. 1'rano'." & Mlsoelteneoua Non-Probale Property (Sdledu~ G or L) 8. Total Gro.. A...ta (tolal Lln..1,7)' 9. Fun.ral E,penses & AdmlnlatraUv. Coala (Schedu~ H) 10, D.bb 01 Deced.n\ Mol'4l.g. Uabllltlea, & liens (Schadu~ I) 11, Total DocluCllon.ltolal Uooa 9 & 10) . FU ~M8ER .% ! (1) n'~fSy.:'(:,Oo'O . ('< ~ '\"';'~lj/>;"':~l~f<'';:>J.'; ',,~l' .t' .;"..,~., .'" (2) )..L J ..':" . .;, I( """"",00<' , (3)Li i' I ",' , (.l .~,,~.e,.~.,'t-"~<'-i'j' ''it"' I (61 , 'r'l"13'G'i~"f. j " t.+t:T;:t~~~:.;, s (711:\, l. : I ,. .: ; " (8) i" I (91 [.".I -'f'-r. '~7N'To;.7 '.{).8 (10) 11"$"'i,Lt2f.~r~<~~: 7-, / (11) ;; 12. N.t V.lu. of E.tall (L1no 8 mlrlua L1n. 1') (121 13, Charllable and Gov.mlMnlal Bequ..tslSec 9113 Trua~ lor whlch.n .lectIon ID tax has not been (13) made (Scliodu~ J) (~.~... 1 ,~, 'I ' ? :7 (i (J I ;:; I s-- WNefR 14, N.t V.lu, Subjlct to Tax (LIR.12 mlnLJI Uno 13) 15.Amounlo'lIna14twb~ ;1 I r.-. .llheapoLJl8IIA</tte . ","~ """. ",,~I~, I.,...",,,, "'".,,,.1 X ri.o 1 6 ASee Instrudlona'll 1 ~ ",v~ aid. I", ..p~~l'!''!'!~~~..,r > ...,-,-~ '''"..-. . '" . mounlo ne ~tax.ablllll ,1, --',: <1~ ~ aI6%/t1o. . ~..:iL<w"""':"'~' ') X 17.Amounloflln.14tax.bIe .:' '~" '" ,.....".'.'~T?r:::;,~C~, et15%ral8 J:J :,. ..J ,7 . ~K ,.... /, X 18. Tax Out 19, (14) '!: (15) ,06 ,15 (18) (17) (18) (II 1"'II'I-IJ:l~ ,., It ~ I I L_'..__'___'_h 81-,6"'I/-f.33 I' P-, /,.b"Z (.1? t. t ,(1 ( J, .S-'( / '" / 7 -;1 r"1 ~ /..... ,,,,", '''I' \.-") -::s '3 /-1..... ('. (I 1_ .. .1 L . ,,;;--(' I ,C" (7 0('1/ C'c, '> >.'BE'SURE~OJAIlS'wER'A UEl'lilClNS lM!RSE!8IDEt4ND RECHECK MATH < < ij'nde'pon,,"'~P-i"Y, 'dIcln\hltI__....iIi&lWn, ~_Mi_...__,Md~...bIol~myluliMlo<lgl... ""Iof, "14truo,,,,",,llIfd""""'., OoclII_ofpllpn_ UlJO ihe DeIiOl"lIl mores&ntJUv611 ~ OI1l1llnforlTlllloo ofwtllctl Mlnnf hll MY ~ SIGNATURE OF PERSON RESPONS,BlE FOR FILING RETURN ADDRESS DATE SIGNATURr OF PREP~AER OTHr.R-THAN RiP,flESENTATivE I . ~ .'. .', ~<.~', .s. '.7"9';II",~'~'(Jk ~ L: ~\;". ADDRESS DATE ('1\,'" ,",', ~, c /t J',-: ,C "'1/1' ,J/" /"// (;1;;(,'",> / / I . , Dec~nt'8 Complete Addres8: STREET AOOfU:SS / I ?J (l If' (" <>' 7>'V (.( r CITY /)7c'U/V r /-/c/, /.... Y <.c:;"r??6c-'7-- =~ Sl.o/.?/,/\/~ ~.e-1" _b~ Tax Payments and Credits: 1. Tax Due (Page 1 Une 18) 2, CredllslPaymenls A, Spousal Poverty Credll B, Priot peyments C, Discount (1) (.'5("1 I, I?(l -4 ~.s-, ?~ ..2. ,,,-r-. (') ., 3, InleresVPenelty W Ippllcable 0, Interest E, Penelly Total Credits (A + B + C) (21 (,o/. ClO 4, TotaIlnt8lesVPenaity ( 0 + E ) (3) If IInl 218 greaterlhan IIn81 + line 3, enter the difference, Thl8l8 the OVERPAYMENT, Check box on Pagel Line Ie to reqUHtl rtlund (41 5,nltne 1 + line ~1I grealerl/1an line 2, enter the difference, T11lsis the TAX DUE. (51 , ,..J A, Enler the Interest on the tax due, (M) B, Enter the total 0' Une 6 + 6A, This Is the BALANCE DUE. (5B) _ Make Check pa~/e to: REGISTER OF WIL~.AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN .X" IN THE APPROPRIATE BLOCKS 1, Old decedent make a trensfer ar,d: Yes a, retalntha usa or Incoma of the property traneferred; "".."..,,, """""'"'',,''''''''''''' "" "", "'" " " 0 b, retain the right to deelgnate who ehall use th. property tranaferredllr It. Inoome; '''''''"""'" 0 c, retain a reveralonary interest; or"",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,""",,,,0 d, receive the promise for life of either paymenta, ben.fit. or care? """,,"""""'''''''',,''''''''''',, 0 2, If death occurred on or bafore December 12, 19B2, did decedent wllhln two yeara preceding death transfer property without receiving adequate conaldaratlon? If death occurred after December 12, 19B2, did deced.nt tranafer property within one y.ar of death without receiving adequate ccnalderatlon? '''''''''''''''''''''''"'''''''''''''''''''''''''''''',,''''''''''''''''',,,,''',''''''''",,0 3, Old decedent own an "In truBt for" or payable upon death bank account or security at hie or her death? ""'"''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''"""""",,,,,,,,,,,,,0 4, Old docodent own en Individual retirement account, annuity, or other non-probete property?"" 0 -r"- -CI -, --('j'- No ~ ~ IRJ ~ ~ IF THF. ANSWER TO ANY OF TilE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILF. IT AS PART OF THE RETURN 72 P,S, ~9116 (a) (1,1) (i) prOVided for the reduction of the tax rata Impoaed on tha net value of tranafera to or for the UBI of the surviving epouee from 6% to 3% for datea of death on or after July 1, 1994 and before January 1, 1995, 72 P,S, ~9116 (a) (1,1) (II) provided for the reduction of the rate Impoaed on the net value of transfere to or for the uee of the aurvlvlng epouae from 3% to 0'10 for datea of dealh on or after January 1, 1995, The l\etute does not exemot a tranefer to 8 aurvlvlng apouse from tax, and the statutory requirements for dleclosure of asseta and filing a tax return are Itlll applicable even If the surviving .pouae lathe only beneficiary, FOR DAlES OF OEA TtI ON OR AFTER JANUARY 1, 1998" Plean enswer the following question by placing an "x" In the appropriate epaoo, Old tha decedent creete a trult or 11m liar ar/ngement which II aolely for thl IUNlvlng spousa'l benefit for his or har enUre IIfeUme? Yel 0 No I8l If you answerad yas to the above question, the tax on the truBt or Ilmllar arrangement Is postponed until the death of tha second spouse, et which time It will be fully taxable at the rale(s) applicable to the renllinder beneficiary(les), Enter the value of the trust on Schedule J, Part II, In order to remove II from the calculation of the ta.~ due In thla ealate, You may wlah to file Schedulu 0 In order to make the election available under Section 9113, If the ellellon la made, the truat or elrnllar arrangementla taxld In the ealate of the firet decadant epouse, tho portion of the trual or Ilmllll errengelT\lnt which benafits the lurvlvlng spou" la taxed at the lero tax rate, and the remainder la taxed at ths rate(e) applicable to the remainder beneficjary(les), If you choose to make the alectlon, you must aMch Schedule 0 to a timely-flied tax return, along wllh Schedule(s) K andlor M In order to show the epportlonmenl of the trust or similar arrengemenl between the alJrvlvlng epouae and the r~malnder beneflciary(IBa), VI, I direct and authoriu my executor to convert into cuh by selling at public or Private sale, as Soon as conveniently may be done after my decease, all of my real and remaining tangible Personal property, and to apply the proceeds therefrom to my residuary est.at.e, VI I, I direct t.hat. all taxes that. lTlay be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administrat.ion of my estate, VI I I. I bequeath the residue of my estate of every nature and wherever situat.e in memory of my wife and myself as follows: A, One-third thereof to the Mount Zion United Methodist Church of 420 Park Drive, CarliSle, Pennsylvania, for their BUilding Fund; g, One-third thereof to the BPOE #578, of 120 West Ridge Street, CarliSle, Pennsylvania, for their Student Aid Trust Fund; and C, One-third to the Amelia S, Givin Free Library, 114 North Bal timore Street, Mount Holly Springs, Pennsylvania, to be used for the needs of the library as the Board of Trustees determines best, IX, I appoint ERIC L. HOLLINGER executor of this my last will. Should Eric L, HOllinger fail to qualify or oease to act as executor, I appoint. WILLIAM S. DANIELS executor of this my last will. A. SETTLEMENT S'I'ATEMENT U,S, DEPARTMENT OF IIOUSING AND URBAN DEVELOPMENT OMB NO 2502.0265 ...... ,r B, lYPE OF LOAN r1T~r'--D~n;:GaI~~~jc"~n~:_~~~t.::~l~~~~t~o,;_~_~ -_ t ~AN_ NUMBE~__~ ____ ._ r ~ORTGAGE I NS~CASE NUMBER C. N(JTE:Thla fat'm is furnishod to give you t'I Htlltoment of actual HettlcnlOnt COfltH. Amounts paid to and by the- lIettlement Agent are shown. Items mnrked II (POC) II woro pllld outllide the clotting; they are Hhown hero for informational pUf'p090~ and sr'a not Included in th. totala, 5,0 10.96 (4/WARNERL/7030,6) 0-, NAME ,,-NO.-ADORE.SS-oi"lioRRoNER------.-- E':-NAMEUANO""AOORESS""DF SELLe.Ii.- --.. ..F:'NAME-"NOADORESS-iJiTENOER--- Larry l, Warner end Jonlette E. Warner 414 Ea't Old York Road C.rll,I., PA 17013 O~ .PROPERTy..LOCAiio.N------------.---ii..--SE"ii-LEMENTAOEN"----- .-. ._.;;3:2"0021'97------.1, 113 Chestnut Street Mertson, Deal'dorff, Williams & Otto MI. Holly Sp,'lng" PA 17065 _________.u__.___._._._..u._.__...,_""_....._____ Cumberl.nd County, PA PLACE OF SETTLEMENT 10 E.,t High Str..t C.rl i"I., PA 17013 [state of Wllllftm C. Jllllper c/o 205 Farmers HUNt t1ldg, One W. High St., Carllste, PA SETTLEMENT DATE Apr; I 22, 1997 J, SUMMARY OF BORROWER'S TRANSACTION K, $UMMARY OF SELLER'S TRANSACTION JiliL.~5..MWIJlJLQUURQMJlQRRllWfll . __,_" _ .. _ MQ...~T...QUE TO SElLER ';01. cQl11I.atl..iDlU. pr I c. _n __.2I..QQ9..QQ_ ~~,_Contr.cLil1iu_J:r..ia_ ~L....I'li.llllllAl..f-=ll-.----.-.-;;;;-,U1nl----.---- PA'_~.fJ:l>IllCl.lL. ~p,lll.ment Ch.r.....1l!..BQCJ:lIJlllL_-.U== _..._. 71".<" lll... lQ>~_..._...~_..__. _ ~04~ 105, _ __ '!lh.__..._..___.. ._.AliI=onu...~llomo..l>..lsLl>l'-~Utt.JJu/YAOk.. --.MlJI:itl1lf>llt, for ItQ1llO..lll1d by s.ll"' in ~....llxJTWD, T.,e, 04.22.97 to 12.31.97 'In.!" ~o,;"r.tv-:!T-..~:T"'';- "4~07 'Q..J.(.:]1'97 __.__ 174,10 .107, School Te,.. ~a-97 to 06.30-.9L 1?7"< Jll...SkhJl.ol Taxa, Q!,-22-97 to 06-30-97 __ ._---.lll..~ 108, Water.iliwer/TI'ash to ____ '08. Uater'/Sewel'/Trash to _ __~_._.~__..__. !:_ ____~_ --===_=--. _.______ m:==_===-=:==._________- 112, 412, 120, GROSS AMOUNT OUE FROM BORROWER 56,019,65 420, GROSS AMOUNT DUE TO SELLER 57,301,15 ~,..AMQUHILeAILiY.JlILJ1Lll~LQL.QJ)l!~ 500. ..llUMOUNT DUE TO.liJ.I.f.L_ ....__ _._ ZQ..1. DeeDsl! or earM.ll~____ 5.700.00 5'Oi': Excess D~lt....u~truction3) . _~ ZQ~JJ.rKjpal Amount of New loan(s) 502. Set1l..e.ment Charaes to SeLUu:.-_.--L1nll4.O'Q._..~_82L.li~. .aQl.....f.1ill..t.inP loan!a) Iw.D-fut.b.itt.U2-__._._ ___._ W.l-.!luulrH1 loans Tak.!W Subject t.lL. _ _. z..M....- __2.M.....P~--O.LiJr.st mortaaae loan ~~.--_----------~I------ 2Q2.._EID'.2if...2i..lil<cond mortQ.QLlQm_.._____.__~_ ~- -. <Q6,co. .-- ~_________.._..__._.__..___..___ 507, ~Ullllllu:.~ Droc..dtl...._..__ _.._..___._.. ;=~i::~ll:.QLTi.~, unp.id~bY .~~~_,-_____ :~:_.AlllllilllllntLf;'-ri tems.JillglliL.llLs;TT;;,--- ===-== ZlQ., Ctv./TWD. TaKes _.1Q.. 510~I.TwD. Taxes ___~_._._____~_ ll~hoot Taxes to ______ ~l.L...1mQ.ol Taxes. to . __ ill....JillW_~llI!!:rllC!lsh 04'01'97 to 0'clZ.:f7- -"n,'- 21L..J/illr~a'h 04'0!.:llJ..Q 04-22.97 -- 21.09" llL..~:==:=--=~==------+- - - --:. ~====~u_~,____"___ - --- 16, _ _.. SI^ llL.~---=-----. .. ._--~__-- m:----------------.--. ~::_ -=-:: 219, 519, 220, TOTAl PAID BY/FOR BORROWER 5,72'1.09 520. TOTAL REDUC1l0~ AMOUNT DUE SELLER 642,24 300, CASH AT SETTLEMENT fROM/TO BORROWER 600, CASH AT SETTLEMENT TO/fROM SELLER iOi-:-liross.-A';ito'u;-from-Oorrower Clin.1(0)f----sii;ol9,65 601', GrossAmount Due to S.ller (line 420) -- 57,301.15 302":1.0., Amt -P-.i,i"by/for Borr':;wer--il ;;;.220)1 (. --5;'721.09) 602, "L.,.-iie'duciions-ou--'--Seller--'--,Tin.lS2<J) (...-..-ii42~24) 303, CASH [Xl FROM [I TO BORROWER I 52,29B,56 603, CASH [X) TO [ l 'ROM SELLER 56,456,91 _..lI~QQQJl.Q_ -- The under'signed hel'eby aCknowledge receipt of 0 compteted copy of pages BORROWE~ ti? ;J1J.~, Larry ,Warner 1&2 of this statement & any attachments referred to herein. BORROWER .~.--- Jonietta E. Warner' Estate of William C, Jumper :::::: BY: ? ,/7l.:::e:.- HUD-l (3.66) RESPA, lIB 4305,1 U\I.J.ll ~x.. 1""1 B. 4, C. 1. 2, 3, 4, 5, 6. 7, 8, '* COMMONWIAlTH 0' /INNIYLVANIA INHUITANCI TAK mU!N !II'DINI DICIDINT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES tv, LI-1"I...... ~ PI.a.. Print or T ~___ _ ,2..'/~ 7 - 013 <;~ DESCRIPTION 1, Fun.ral Exp.n,," c, Is'~'"" - /!../~"")'/~ ,h..-.......t-rl9/ t%..o?"<. 7"w:. / ' __ v!:..../ /v7 pc,,;/z- ( ITEM NUMBER A. 1. Admlnlatratlv. CO.tll Porsonal R.pres.ntatlve Commllllans Social S.curlty Numb.r of Porsonal R.pres.ntatlve: V.ar Commllllons paid /r4- /~,. ,p''", IQI -.-yz.-9~ C ,l'uc.. 2, ((,1. t::, ,2),<J;v...e~s A"ornoy Fo.s 3, Family Ex.mptlon Claimant Add.... of Claimant at d.cedent's death 5t...t Add.... City Zip Code R.latlonshlp Stall Probate F... A?e.,r~/-tr -r ~,?;r MI.e.llan.ou. Exp.n,," ('</m,{..~/,?"'<i' ~'J 7.,.C/r;v,H.( /jell' L'l'rt' , 1.4- .c.,..?",......:: II /,2.k L '1";-$', f'-e'~~ IJ:?,'";,,,/..-rs; ht:. I .l'7jP,rA,(;p/ 1'.I,..,sQ"''''/1 ~:J'-SMI""' -/ ?..,/i4 ~~""'j /",,/, rizK M'rN ~ / . 'C/' , /NVJ-.v""I"~ l2escm.V.A- rf7- ~6Mj ~,,-'~T<- TOTAL (Also .nter on line 9, Recapitulation) (If mort .pac. Is n..d.d, In..rt additional .h.." of .am. sl...) AMOUNT ~ 77. ) L.q, I~ -1-' 8>~, 00 I S; /o? 00 2-2D. 00 ~Cl. CXJ c,?,88 3 '7, / () 2.5: 0'0 P--L'" ('J. 0 0 S /1/ gO?, 08 ""'''''''1''''1- C()MMO~WIAI'H 0' HHNlnVANIA INHUlT"NCf 'AX IfTUlN "UOINf DICIOINI ESTATE OF-- ___ ;/ (. Jl/7jJ,>?( ITEM NUMBER 1. 2, ? . , -1, 6, t, ? 8. 9, 10, II, / ;, /.5 /'1, /.$'. SCHEDULE I DEBl'S OF DECEDENT MORTGAGE L1ABLlTIES AND LIENS ,/. ~//, '- l../ I' ,//.-? ;Ir-, FILl NUMBER .;J./0 P C-, DESCRIPTION " II -9/ /'-<'1' ;.?"~'1) R>'9 <0:'4') J / ~ ~5'vc... 'I h'''''t'r.:.: ,<;",;71/";) "c;y,,.,, ~ ~'JC;(''U. / ~.( ~-n::., Or fr?-A"vJ' /i'n'f4Ji-;l...Q, .:z:;,c.../ rn,'-.L,..I'vc..... G ~y(( ~,/.l'(-,,(,;,..';; UN""-<~ ~ )/;9/ 7'!...fV,4......<- IItNn~N .0( ,.<:',.(L....lc( :Trvd-. / . ,.{,."l;>7....;?r~.1 /V1"l?);:....vl~/l)tf' /;?J,I/l,t9-L rr/ltf: b.rf'; ~2, ;,,,r, ('n"', l/i-'t t"-,; ,yr 0,;' /'''9.......,..) /-?-/,2dc~ /lit c:I f,.-c, ( &/Zr/N,rj ~! /111. d/5 ~/S', I S'vc..,) 8ee-/Zs S 8n....V, ~ G,.-,...-7"..L.r ..-rf./!'l;;. /""""'1'. / /(. Q /' C-1. ( .<-.4. c*'~', 'r') I ~"'Y)~'t..r{ ~ ~ri::. / /"u mdvrt'-" rn'....:r, r~7: /;JJo;'" 1. 011/161... ,>~I7(!,ic>;1/1 -r"Y)(CbI. ./ /'7'771 /f'Y'1" -1<"1'<-'5' /<C...~.44t..()el?.. i ~clS\,./..\"f..i-r<f?(t:(~ MX , tv; ;p-re ,L/f'.b<~r-/m".r..{ I /:,.. un ';:)vrUh7'<"'''',/-- /<~Cve I C >?J..tI f ~ y;zu ^.-,s.e.J' 1 /l'/('-!7~vv TOTAL IAbo .ntor on IIn. 10, R.copltulollon) (1/ mort tpoco h n..eleel lMe" odellllonol .hut. 0' .ome il.e) OI3.s-~ AMOUNT /3,'7; ;2./, cJ (] 1'7,9/ / 2 ~, 8 ~~ /~, ""3 ltc), tJL/ /2 ~" (J(j / 3. ;-:3 9t., 7 5' 83,96 ~8, 7/ I 81-/, 8(. ~ 5/, /$- 3'70 ' 00 ;2./, C? ? :z. ,pI (.., Cl'O , $~ / :< r ;< , 7--/ (// I:) /(0 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU OF INDIVIOUAL TAXES tNHErHTANCr tAl( InVISIOH bEPl. 2MlflOl HARRISBURG, PA 17H8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEOUCTlONS AND AsseSSHENT or TAX DATE 09-18-2000 ESTATE OF JUMPER DATE OF DEATH 01-29'"1997 FILE NUHBER 21 97-0135 II ,/ ,) hi COUNTY CUMBERLAND ACN 101 ~o~;~ t~~:=2~~.u~~=-:~~J HAKE CHECK PAYABl,E AND REHIT PAYMENT TOI REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ..... iiEY:is4j-EX-"FP-[O,:ooriiDiicE-'OF"i"liHEififANcrflix-'A-pjiRAISEMF.N'r-;-AirciiiANcnfli------------.---- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX WILLIAM C FILE NO. 21 91-0135 ACN 10l. APPROVED DEDUCTIONS AND EXEHPTIONS: . 17,309,08 9. funer.l [xp~s.s/AdM. Cos~s/Hi$c. Exp.~~.s (Sohedule H) (9) 10, D.bh/Hodgag. Liabillti.s/U.ns (Soh.dul. I) (10) 4.272,11 11, TotalD.duotions (11) 11.581 79 12, No'1 V.lu. of Tox R.turn (12) 66 , 0 12 , 54 15. Char1table/Govern...nbYll B.qu~sts.l Nonw.leoted 9113 Trusts ($chadule J) (13) 62,672.54 14, Not V.lu. of Estat. Subj.ct to T.x (14) _ 3,340,00. NOTE: If an assessment was issued previously, lines 14, lS and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSHENT OF TAX: 15. Aaount of Li~ 14 .t Spousal rate 16. A.ount of li~ 14 t.~able .t lineal/CI.cs A rat. 17, ~t of Lin. 14 .t Siblino rzt. 18. A.ount of line 14 t.x.bl. .t Collat.~.l/CI.ss 8 r.t. 19. r~incip.l Tax nu. ~U DATE 04"23-1991 W S DANIELS ESQ HUMAN 8 DANIELS 1 WEST HIGH ST 205 CARLISLE PA III t " "t j: 17013-0556 ES1'ATE OF JUMPER TAX RETUNN WAS I 1 X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST.~ SEE REVERSE -, . APP~AISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Re.l E.t.t. (Sohedule A) 2. Stocko and Bond~ (Sohedule B) 3. Clo&81y Held stock/Partnership Interest (Sohedule C) 4. Mortgages/Notes Reo~iv.ble (Schedule OJ S. C.ah/B.nk D.poslt~/Hlac. P.rsonal Property (Schedule EJ ~. Jointly Own~ Prop~rty (Schedule f) 7. Transfers (Schadule G) 8. Tot~l Assets EIPT NUNBER AA211212 + INTEREST/PEN PAID (-I -25,05 ) CHANGED II) 121_ (3) 141 (51 161 (71 57.000,00 ,00 ,00 ,00 30 . 594..J~, ..Q!1. ,00 (8) V ,/ *' (5) (161_ un U81 ,00 X 00 = ,00 X 06 .. ,00 X 00 = 3,340,00 X 15 = tiHW U ~" cl'.It! WILLIAM c AMOUNT PAID 475,95 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE DATE 09-18-2000 NOTE I To insure proper oredit to your Reoount, RublNit the upper portion of this for_ with your tax p.y..nt. 81,594,33_ U91= ,00 ,00 ,00 501,00 501.00 - 501,00 ,00 ,00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, 1 IF TOTAL DUE IS LESS THAN ll, NO PAVMENT IS REQUIRED, IF NTAL DUE IS REFLECTED AS A "CREDIT" fCRI, YOU HAV BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,l ."., ..,-~ .~'T "- "C..," REsaN'ATlOth Eltet.. of ct.oadentl dying on or baforo DecHblr 12, i982 -- if eny futul" Inter..t in th61 ..t.to 11 trMeforr.d in ~.....Ion or WlJO)'lllttlt lo Clan B (oollGlterllll b.neflolfllrl., of the deCedent _Hor the cutplrlDUon of IMW .steto 'or llfo or far y.ars, tho C~onwoelth hereby eMpre.sly r05erv.s the right to appr.I.. Ind ...... tran.for l~rlt8nC4 To~" at the lawful CIa.. I ((lolhhrpll rat. on ltf1y .u(;h futuro lnt.rut. _Of NOTICE ~ lo fulfill the r.qulrMlWlh of SeCltlon ~140 af the InhDrlhnnll and Estat, Tal< Aot, Act 21 of lOOO. I,n P.S. S.otlon 9140 l. o.tO<.'" the top por-tion of this NoHclI and fluboit with your paYllIent to the RIi",htor of Wills printed on tha r.....r.. 11M. --Hah oheck or ttOfMlY order pallablll to: REGISTER OF MILLS, AGENT A r.fund of a ta~ or.dlt, which waa ~ot r.qu..tlld on the Till< Rllturn, .ay bll reque.tod by Cl~l.ting en wAppllcetlon tar Refund uf PennsYlvania Inherlhnce and Eshlh lIIx" (RI::V-lll~). Applications l!Ir~ aVllllabl. 8t thll OfflcllI of the R.ghter af WIll" allY of thEi 2:'1 R.venull lll.trict OffJelllG, or by calling thO 8peolal 24-hour answ.r~ng oervloe ~bers tor tor.s ard.rlngl In Pllnnsylvltnlo 1-600-36~~Z050, outs Ida P~ln5ylvania nnd within Inc.::' Harr I_bur" ara. (717) 1f\7-6094, Serll" ices for tllwpayers \Ii Ith spenlal hear log and IIpeak lng OCed$1 1-800-441~30l0 (TT only). PAVHEHT: REFlIMD (eR): OIA:CTlONS: Any pftrty In Int.\'..t oot sati.fied with thQ appralu.ent, allow'!n('-8 01' dlulloWllntle (Jf dodUctlons, or ass.nlMflt 01' tll)( (inc:llxtillg discount or Inhrest) ft. .hown on this Hotlo. IIIU$t object within t11l<ty (60) daYIl of raeelpt ot this HoUc. byl --written prote.t to the PI. Daf/llrt.ont of Revanue, Bnard of Apl)Oalli, D.pt. ~810?1, Harrl'bur.a, PA 171Z8-1021, OR -~.lectJon to have tho llIatter detorldnQd lit audit of the ~ceount of tho pe"sona1 r.epre..ntatlv., OR --lIfJPoal to the Orpt\arul' Court, A~IH ISTRAT1'1E I CDRRECl'IOHS I Faotua! errors dlscovereel on this an.n..nt ,hould be addressed In wrlUnA to: PA Dape"t.ent at Revenue, aur.au of Individual TalCe., UTH: POlllt Aue.uent Revi"w Unit, Uept. 7.80601, Uarrhburg, PA l11Z8-0601 Phone ("117) 181-6505. See pagD 5 of the booldot "Instruotions for Inh"rJtflllce Tax Return for 1!I RuIdant I)eoedent.. (RE\I-150l> for an oIIlCplanaUon of IId.lnlstrativeh chr-reohlllh errors, It any tftx due is paid within thrlie (3) ca!endtlr .onths aftar the decedent's death, a flv" percellt 0;;0 dhClount of the tax paid hallowed. The 15X tax .-na,ty non-participation penalty Is COMputed on the totftl of the tax and Intero.t a"Blsed, snd not plid before Januttn' 18, 1996, the flrtlt day ~ftllr the end 0" the tax llIInub period. This non-partioipation paOlllt1 is appealab18 in the ~1I.0 oltflMlr and in the the SHe U.Q per 10n 81 you would appofll tho tal< 1m inter.et that has be.n a......d .s indIc.ted on thIs notice. Int.ro.t h chargod beginning with firflt day of d.Unqi.lftlloy, 01' nl~ (,J Ilonths and one (l) day frOll the. data of d..th, to the date of pay..nt. TalCes which bltotl_e delinquen'\ befor4l Januar~ 1, l'il8? bollr Inter..t at the rata of ,1x (6X) purc.nt per annu- c.leulat.d at a dally rate of .000164. All taMell wflloh hee... u.linquent on Dnd aftar J8IlU8ry 1, l'il8Z wUl bear Int.rut lit a Nile Mh.lch wUl velrY frOll cl!dundar yuar to calendllr y.ar with thllt rete aMO'JIlCed by the PA Dop.rt..nt of Rel/MUO. Tho applicable Interelit refte. tor 191\2 through ZOOIl \lire: DlscOUHT l PEHALTY1 INTERESll 't!!! !!l!!.re.t Rl\te Dall')' Interellt Faotor l!!! Int.i'.ltt Rate ~,lllterolit f"aotnr l'il82 ~Ol. .000548 1988-1991 llX .0011101 1983 161. .OO04~8 1992 9X ,0002:47 1':1&4 l1X ,000301 19':13-1'19'4 TI. .000\':12 191\5 13Y. .0001S6 1"9~~19qfl 9F. .000l47 1'&6 10% ,000274 1~?9 1'1. .000192 )987 'iF. ,0007:47 lOOO .X .000219 ~plnt.rest is calcul",tod IIIl fol1<>>1l1l INTEREST = BALANCE or TAX UNPAID X NUMBER or DAYS DELINQUENT X DAILY INTEREST FACTOR -'.Any Notice J..u.d .fter the h)( baOOll8& d.t1~nt will refleot an interut oalculation to flft.en liS) dllya b$yontl the dllte of tttt. IIn.u.ent. If pllye.nt Is 1lI8!t. after the inhre.t co.putation dot. .how" on tho Notice, additional Interu.t !lUlit be caloulttAd.