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HomeMy WebLinkAbout97-00177 I i I I. 'i ! i ~ ! I ,I' ,F : I 'I il I 'jll ,Ii ,. , .' , . ,il :1, '1 rl 'i .1, lil,lli!! I , ,'I -;, i I :1: I I ': ,; ,-' ,-r'! ", ;Iil .,. [' I' I ',' II. ' " '.. ., ", 11'1. 11.'..'."1' II' 'i 'Ii .1 I,i .' ":1 ' , ' "II: I " ii' I'; '1:!II:I,: i ::'1",11'111':1 !I,;,'!II"i i,:,';I; l'i"II.'.' Ii"." 1:....1111...,. '1:'1',.. 11:1:,,',1,'11 '1'.',.1.,1 :.':,1.':... II ltHl' j!111 'Ii: 1:11 1111:11 !i.: I " ,I: ','" ;1, ,"1 I,' i"! II,; II: "'., 'I, 'i; II! II i'llll'l q II1I1I :111 I 'j 1 iill'll:1 .. 111:lllil:11 dill', ,: Ii ' ; I' I"! I 1.1 : I :1,;:1:: I ': i I: II' :'1 II: II: ,I ':111 ,': II11I 11.111 Ij:, 'I ,:' :'i! ii' '" ! i:'I' , ' i;ill!i! :;1 ili ':1 I 11:;i II/~I :"':1.' .1...1"1' ~..' lilli,' I' ':,.,11 lil:1 I"i ii", i !( III I I: I ,i. I,'.' . III1 '11'11 ! "illlllll ::1 II!I'I! ::'11.111,:: I "1 III 'Ii' 1'1 il! 1,:1 iII',:.: I" :', U I ii..i. 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"11, I I~. I II II'. . 'I III i: i" I tI III , ' " . , , 1.1 'I II 1.1 ,II , I I <II I, 'II ' II, I ,: ' I' . i ! I ", ! I I" "11'1' II' I hi;' 'II"" "hi I"" 'I" '11"1".1 I'" ""1 I ,I' II ,I:W, ii illl: I I, /1111;, . '1,,:':1,11'1 !III::I ! 'I,',II! III:;: Ii!! ',!II: III' III,:; ).'.,,::: !.. ,': ,,',;i,II': ii " , : Ii " :"!' ; I' ' I I ! " ',i I! , ' 'I I [i;1 ~ i I : I ! i : I! I,: . .' ! " ,: 'i i i! 'lid I: I ' ,II I'!,' 'I' I . , . .,', ,II '1'1 .i. 'I",' I!"" : 'I I::' I., ;'1 I i ,_I jl ' ' :" I:; I I .Ii.i,. !I:! .:i"li"-!'" ' I, I., '. ." ,I' ,I" :', :1, 21-97-177 RENUNCIATION In Re Bstate of _~acob F. Dick deceased. To th~ Register of Wills of ___. Cumberland County, Pennsylvania. The undersigned children of the above decedent. hereby renouncc(s) the right to administer the estate and respectfully ask(s) that Letters Df Administration be Issued to Linda K. Caasell and David E. Dick WITNESS our ht hand thls.LL_ day of February ,19~. U0\C, \i\,\\(\ (\:\OJ\J1L~ ~ . . Virginia (Slano,ure) Barrick 406 N. pitt Street Carliale, PA' 17013 (Address) 0 tilt 15 N .!/} N Ii,) j:.1~ (, \) ,. a.. () 0 .._~' .-~ ~ '.) , 'u r", If :..j.t . . 'I ('j 1.', 5 'Co 1\ 0 <1) p; ~~ &0: / ) 'J Ii ') 1:'( f'", - , /, (Or)' \) AU" ,'L'LA Karen Weekley (Slgnalure) 407 Bloaeraville Road Newville, PA 17241 (Add,,,,.) 'i.' I i: / ,f: (Slgnatu,e) 801 Sandbank Road Mt. Holly Springs, PA 17065 (Add,",) R("'.l~OO 0:. 11.YAI w ... ~~~ wO-U ::r;cg ucc", ~ pi'b/{oiJ ~~'b 1:)- -/ f.,,'> .-' ,1, c INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FilED IN DUPLICATE WITH REGISTER OF WillS) rOMMot.jwrA-lTll or rrNt~SYLVAHI^ [l[r,U:1MtNT Of luVtNUf orPl "O~OI IlA-RR1$6tJRG,'^ 11 18.0601 " 'bllwrN-j :rtiAM[Kiif.', l~'~ ti;ti""Mlo6TI i~~rriAij';;"' ffi fil ,j '" '" Dlck,.Jl.lcolL_L. SOCIAl UCURIIY NUMUII lOR llAIIS or D'ATH AfllR 12/J 1191 ClUCK HUt IF A SPOUSAL l'OVIAIT CR.DIT IS CIAIMlD I 1 fII' NUMn.R II COl)H1Y COPI 0171 'jb-Ai(-6ftiE^T,1 I"A"I'/)' ja;,/,,? I J 7J.-lkHiD-n '.- .... J/{J/n I (It "'ll(.IlIl ~VlVI\'I"H HOLM '\ Ij"MI It.ll, '1~11 "NU ~nll{l11I~II1!"\) .~(j( IAl ~11 ( 1J~11Y 'WMlllI .Il/LI. XX 1. Original Retuul [" I 2. Svpplome"Iol ~nturn IJ .4. limited EIla'e [J 40. future InhulH! Compromhe (lor do,,,.I d.o,h oher 12.12.62) [] 6. Decodenl Oled leilate [] 7. Decedent Moinlolned 0 living T"'111 . n _.__(~Io,h copy 01 Will)______ IA""h ,opy_~.'2rvl')_ ALL CORRESPONDENCE AND CONFIDENTIAL TA.X INFORMATION SHOULDBE,OIRECTED TOt ,t- tJAM[ --.- '"POM"'PiTIf"MAiWm--ADDiHr-- ..-' t3ffi l:'\i1 .]{2.\}_~~.d_..JL..}.glll:!r..<J_n..,-1~B.'1l1AI:".__.~.._~__ _ 78 W Pomfnet Slr,"'t S~ lflfPlIONlNUMtU Carlisle, PA 17013 . -.. =::17-J::Z::.~l.=.~4:J.!'!!ill-2J_:~:o-:~:==:= -'-:-='==:::=:C~'___'_::';"- - -= .;,. =-==-.;.,.=-----'-----:;;;__=. .--;- -=:::.. '" e 5 E ~ u w cc I. Rool EIIO" IS,h.dvl. A) 2. Slo,k. ond Bond. (S,hodvl. B) 3, ClcIOly Held Slock/Parlnerahlp Inlerest 15chedule q 4. Mortgog.. and Not.. Receivable (Sch.dule 01 5. Co.h, Bonk Depollh & MIscellaneoul Perlonal Property (S,h.dvlo E) 6. Jointly Ownod Prop.rty (S,h.dvlo F) 7. Trani'''' IS,hodvl. 0) IS,h.dvlo l) 8. TOlol Gron Auell 110101 Lines ,.7) 9. Fun,rol Exp.nlts, Admlnhlrotive COlh, MIIC.Uaneoul Expen,,, (Schedule HI 10. Debtl, Morlgagn liabilities, lien. (Schedule II 11. Tolol Deducllons 110101 Un.i Q t. 10) 12. Net Volue 01 Eltal. (Line 8 minul line 11 J 13, Choriloble and Govornmllnlol Bequells (Schedule J) 1.4..:. Net y~~~ Subject to! ox {Une 12 minus Line 13) Spousal Tronsfors (for dotei of deolh ofter 6.30.Q4j See Inllrucllonl for Applicable Percentage on Reverse (15l Side. (Include value" from Schedule K or Schedule M.l, Amount of line 1.4 taxable at 6% rote i 16l (lndudo value" Irom Schedule K or Schodule M.) Amounl of line 14 to Koble 0115% rote (17) (Include valuf''' from Schedule (l.: or Schfldule M,l Principollolt due (Add to>>; from linlH 15, 16 onelll.l Cledill Spousal POyerly Credit Prior Paymel\ls n Y1AR "UMOU- IS. 16. 17. '" '" >= 16. '" ~ 19 :> 0- '" '" u ... 20. '" ~ 21 f t1f(flilii!'~ ((JMI'uii-J.;{j{IRr1i-' u_ ;,;"---."'..-~-_.:": 11 E. ~;()lIth fil ruut Carlinl",I'^ 17013 '"'0'[ CumIH',-1 {lml no' '_'_' ,_.. AMi""" """,,, 1\11''''''".'''0": 113. I J s. Remalndor Relurn lfor dolO' of doolh prior 10 12.13.87; federal (Ilole TOK Return Required .0- 8. 10101 t~lJmber of Solo Depalil BOK(l1 I :~' .', l" II) . }:2,Q,OOJlL... 121. _....._~....__.._____n_ 131 _ 14). 1,770.00 151_.?5.?R7.as. 16) . ( 7 ) _..2.Q',l.5.iL.ll__~_ (9).._..7 ,006~56 18180;612.66 1101 __:.1..,.334 74 1Il)~J..4, 341. 28..__ (12166.471.38 (13) __________ 114) 66.47_~,38 .X a 66,64J,}8.__ x .06 a. _.J.l2.2~~~~. '0 . X .15 = (161 Discounl InhHel! f (19) 120) If line 19 il grfloler Ihon line 18, enter the differl'lnce on line ,0 lhis is lho OVERPAYMENT, UI] (heel< here if you ore requesting 0 refund of your ovorpDvmenl. n}'2. 9(3,84 (21) PIAl (216) 3,9.98,84. "{inn 18 h greater Ihan Llno 19, enlCf Ihl;' difference Cln l,nr. ,I This II !he TAX DUE. A, Enlef Iho interel! on lhe balonce due nn line 21A e fnter lhe 10101 01 lillo 21 ond ?lA (,n line 21!llhi\ i\ II". BALANCE QUE. ~~k~ ~h!ck Povahle 10: R.gilhH of Willi, Agent .. uj.:' j; ... BE SURE rO ANSWER AliQUF.STIONS ON REVERSE siDe AND-rOile-CHECK MATH -(..( Under pen;hl{,1 01 pertulY, I dcrl-;-~~~-if;"e';"1 i;~I"~ ~!~;minl.d Ihil r("t~lIr;: ;~'t1i!dOl\q Of(' mpnnyillq u.l;lldlJl~~ onj sIOI8m~nts,-~-~'~rtc;-;h~b~~I';;'r~yk~~w'ltldq!; m.d bl.l, liS Irul', lOUN! and complelu. I doclcue tho! 011 [uol (011(111' hns IllIen reported ul II II!' miHk\!I' VOIUll Oodnrcl1ion [II prepCHOt olharlhofllho perlOnu! rCIHI'sr!lll[lj.., 'J"OI.C~_ on 0.1.1 l_ntormotiol1 (,1 which p:oporer hen OflY howll1ClrJc SIC.'~"\lI~lo/rl~SOt~RISPCJt~'>I~llIORliUN('Rlh.)R"N "!lllvr)-,,/ '/H \, I' I I" t' 'JJHI ,l. ,1') - 1-..) <::; CO. \ (llll 1'1'_ ,drl'l" ~JfM~."i -fb~~'~Z"N.'i-'--:'-.'" ..(' '-'?~lll>llfS'>(7':8I1rWI.JI~~II'II. 1'/\ r,I~OI3 " om l' t . t "t 1 t ~ t ' t . .... .... Cadi.iv, I'A 11013 OA"~ . 'l'lZ '91 "A'bh0 ~1'9"?1' IJ,S Dllfl.\lltMr:Nf Of HOUSING MW UllllAN l)tVEt.OPMI:NT SHTl.EMfNT STATEMENT !'Am: 2 '?o.l~ETTLEMENT C -"~-~- mE NO.': '10600'-'---' "AID FRo'M PAIOfROM- : ~MISSIONbI.ed (In pr~. . 32,000,00@ . ~,~~ DORROWEII'S SELLeR'S . J II loKow.: - FUNDS II r FUNDS AT lel GUlghen h.e.ltor ..---- SETTLEMENT SETTLEMENT ,.--. -- 2.00~qg tl...______ -- ----- ~".ffi;ClI(l!! Wlfi' LOA-N' -- --'-~~~-' ---- -~- .. -- --.- -----....- --- . -- --- ---- -- -" -- -- - -- - -~ LENDER TO BE PAID IN ADVANCE 10 <ii>. .- .M!L- !or ... 10 -. , yr, to - - . -- Willi LENDER FOR '-'--;no:@~ - Imo, mo,fill Imo; mo',,, Imo. l'r'lO.@t /mo. InO,e. Imo, m.l,I.@t Imo. -- me.IM Imo. . -- .- mo.@> Imo. - - .-~- P,O.C, to Ron.l d Johnson G~ry H. Gutshlll 2.00 UO Orion Abstract. r~. I . 355,05 !10111021l031104 -- I ..' 32,000.00 .... 3"55.05 - ifDO OrIon "'b~~.ct, I",. ... ,~.__. 'OING-:ANO TRANSriffi"CliAlHlES -.-....- .-. ft!2..!..___E~~ort~-i! . . ; Releases, 23,50 !.d.' 320.00 ; MortgaQ! 0 160.00 160.00 ..d. 320,00 1 Mortoaa. I 160,00 160.00 -- -~----_.~-~~_._---" ... ENTCHiiRGES ---.. .- . _. -- (lowers Pest Control 4~ ~=1~d'j sle lloroUO~"."_. - 21.82 ._,---~"~-- - . -- ---~._._--------_. .-.---.- .---- _._- IMRGES (enl91 on Wiles H)3 and 50?, Secllon; J llnd K) . 700.S5 Ul0.l!.2 ,:llffiTIMENrcliARGES-- ,00: TOTAl SAlfiSI8ROKEn'S-C~ :_ OMl~.!l.~ cO/hmlt.lon fl'fte,LOO ~lL-.__Y!O.OO 10.1 102,1 __~~ ~()), Commhl.Io!l.p.!~...!t2!'IIit~!.!~ lOt '00. ITEMS PAViiBT.ElifCo 6QJ.'ioln Ofla~lik;F;.~~.~ ~~~!.n Olscounl_.____..~~ l'~.e~!!!!I..!!!_~_~~ ~~. fWpon 10 ~g.!:..b!!l.d.!"..!...!!!.!R'cllon Fill 10 ~~. Mlg. 1M. Applctllon Ftc 10 a07, AnU!!![l.,I,lonLH I~ ~2!~ "". ~10. JI1. ;". ITEMS nEoUii\Eo .BY ~)1. Inl.relll/om ))2, Mong!i~ lnlurlnel Prernlum_ ~:]J. HUArd In,u/lnCl Promlum 10 i'~~.:.._ r)5, )JO. RESERVES DEPOSlTEI? :xlI. Hu.rd Inllluancl m, M\M101;t In,,,,raoot Q03. Ob PtOPwtv T..... _004, Counly p~ "..., ;)05. Annual ,.,....."""'1. 006. 007.: "". 100. TtTlE CHARGES ~Ol, Sett"",,,!l or c:lo."~ 10 ~02. ~llrIcl Of Iltla lM<<';h 10 lOCI, nlla e..mlnclllon to ~O~, nle "'.wlnee bndef to 10S. Documltnl P~afaUon 10 ~06, Nolftfy Fw, _ 10 \07, "'Iomly'al... 10 (helldn above lIaml_Na: 08, nleln,urllnol._ 10 ~"'dG' aboVI ..ms No:. C\9.l~o.f'SCOV~ 10. Ownftl'" Cllvlr.!i!..!..- \1. dl Sbl.lr'Mlefl!....t!.L__ ~~---~- :~. \0. GOVEfffiMENT !lECOA )1, ~ordlng "!!!.:._ 0_ iih.Q!tllcoul!!l.~!IIfJ'()r.: D :!..!!!.!!..!~'I'~J 0 J_, ;s:---.------~ " ADOIllONAL SHTLEM' ~ I. Su'!:!L_. _J2. :~!L!n'plCllo.fl___----------lP..... -], riral Wat!~~~_ l~, ~==--==~===-= . t.......... ".I,,'d I~. HUG I a.nl.,...nl '1'1."'.~1 ., ,,, Ih. ...1 .f "'I ~ I d d II II ' " I " tc..."l" ~r ,.,. It> IhI. ..lnoIPlj""....~lh' HI _ hi'" "c.l.. .":oW~: :tl~~ IfUO .~"~:~~.I~:l~~~~~'"I. /''''Ml ,I I~ rOC:I'll 'n~ ~..byl..ftlul' ,'utt. ,'l!:". ~.~_6'~-c:....-=_~u,. ('I)!^I(L'~I 'f'r?(! ~~ n 1)"'---------- ___ UOIr.f1Oilir"'iiWlr ).i(O~ltm- ~,I"" , ~~"'d:2':1!:.r'{JJf; { ;;);1.___~..~ (-,,>.,,1.. . CO<' ~;.C \\" PVrll,UorrowOl -~--- - --riIi1 ~ I --:. ilP.~ ~1:lI1~...t ~ .- -" .----- ~-----~- D,II RESPA, He 4305.2 -. REV. HUO., (3186) _.;'~~:-,-"7:~', ." PHONE ',/3' 7/;(:3 2_.uu/t. . ZIP CODI . [~. .k/?Ld.(f~~n_. . r c::::::...) ._22-.._._;~,___,__. --_._-~-_.--,----- .n.J:5..~~'..__~____ l -~ '",;, L.__~~.._... ... " '". I ,. I hetebv commlnlon you to leU Ole kerilS'P'tltd al:ovc & on tho at. tlChed Ihoetl to the hlg~lt bidder' by public luctlon, I certlfv that l..-n the OWnGl' of the Ihove b,teditems and have good tltllllnd t~ ..,.;; right to seU \hem. I Ctlrtlly that'ttwltenil itted arl free Irom'all k'l. '-,' , .,cumbrancos,'lllgroe to accept ",mportilblllty for providing good I title Wld fOf delivery of thle tt) the ~ch.Pl', It II agroed thllt the l' i..lt-lioonMonco Iloot rosponli~ tOfUlil ~pf Illy Item due 10 fire, thelt,.:"'", '-':;:,:d.mege, atc; I UI'ldorstand ttt., ~~~...<<.,.l".:T.'" - ','" '*' commission' '.,~-; wIN be deducted from the gross lIa~ of ,my Items" \ . 1-' .i:", , Consignor Signature CONSIC;IJOn's fHECKIN COi'Y '""'''', (""1 j SCHEDULE I-t J ~:jb FUNERAL EXPENSES, COMMONWfAUt< Of "l<l<mVAN,. ADMINISTRATIVE COSTS AND II<'URlIAI<Cf lA' mU'1< MISCELLANEOUS EXPENSES RHIOfNIOfClOfNI .__._._....... Plea.. Print 0' Ty!,.o _. ~F-'=- -- - ---...-.-. ---'~-"" . FILE NUMBER __....!..~~ob ~..:.. nic~__~____~____...__.w._....__.._L_._~.7"0 177 InM NUMBER A. 1. 8, 1. 2. 3. 4. C. 1. 2. 3. 4. S. 6. 7. 8. DESCRIPTION FunOfol ExP'.IO" prepaid Admlnl.trotlv. Cost" Peroonol Ropre.entollve Commlsslonl Social Security Number of Personal Representative, Year Cammlssluns paid ____ A<<orney Fee. to Andrews & Johnson, attys. Family Exemption Claimant ___. Addre" of Claimant at decedent'. death Street Add,e.. ___. Relatla~lhlp City __._..___._. Stdte Zip Code Probate Feol to Register of Will. MI.celloneou. Expenses: Frank Potteiger, Auctioneer - sppraisal Montgomery Wards - income tax preparstion Darlene L. Moyer, Tax Collector - ]997 County & Boroygb Roa! Estate Taxes - 13 E South Street Borough of Carlisle - wster & severbil! T.V. Cable of Cadlsle - finsl bill U.G.T. - gas .ervice 1'.1'. & L - electric service United ofPA - t'.)"phone bill AMOUNT l,575.00 13'7,00 30.00 70,00 188.14 11,94 11.13 27.24 96.84 29.91 SUB TOTAL (Allo enter on IIn. 9, Recapitulotionl ~----- S 2 . 1 77 . 20 (see attach - (II mar. .pac. II ne.d.d, Inllrt addition..! sheets olsamo ,'.e.) L MORTG~~~~~~:~l!~~D~I~SJ. PI.... "".", ",. .~. _~=~~-~~='~~~==rl~~ Nl:~~~:7~-0-17.7 '"'''''''''''''' *' COMMONWIAlIIlI.1' PlNNIYW....NIA INllUIIAN(t lAX ll'UU~ _UlOrNlllfCftllNI fSTAfE Or---- .Jacob F. nick -......--_._~~._-- . -,-~.----.."._~._-_._...-~.__._--~-- ~~--------~-- ITEM NUMBER -~._~ -~,--_..-.....--_. ......___._..._ ,,~,__,,______'__.~._m_""_"__' _..__~h ---._~~-_.._-- DESCRIPTION AMOUNT .._-.-_. -...----". . 1. Ilendidal Consumer Disco\lnt Co., acconnt. no: 05686468 (see letter attached) 2,817.07 2, Dauphin D~p08it Bank & Truat. Co. account no: 80370199001 (aee lett~r attached) 1,744,05 3. Fulton Bank inatallmunt loan, ,account no: 217-1061917 (aee lett~r attached) 1,1,27.24 4. Herman and Shenk - fuel oil bill 88.35 5. United of Ph - tulephone bill 88,37 6, Borough of Carliale - water & "ewer bill 23.64 7, UGr - gas bi 11 54.44 29.65 8, T.V. Cable of Carliale - bill 9. R.W.C. Emergency Physicians - medical bill Moffitt. Peas't! & Lim Assoc, - medical bill Montgomery Wards - outstanding cr~dit card bill Genevieve Yohn - loan repayment 12,7t; 10. 2.22 II. 846.95 12. 200.00 .___._n_~__.'____'_' __._.._~..__,__.__________ -,-~,--'-'''''''''''''--'-''--''-'--''-'- .-..,--......-.. ,-..-----.- .--. ,. .-.----.- TOTAL (Al.o entor on lintl 10, Recopihilolionl $ 7,334 . 7 "....____ ,.-... --_.__..._,--------_.,,------~-~--., .--- (If moro 'pace ;, noeded, imerl additional sheeh 0/ wmo SilO.) '" J _rl-'"-....,/ /-:1 ,r-' ;II ;' /:1 --. /fL-1..? .. 0:-' aUaEAU OF INDIVIOUAL TAKES IHMIT~t UK DIVISION DrPT _ ("11601 HAAAlSIUMO, PA 17121-0tOl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOnCE OF INHEalTAHtE TAK ArraAISE"ENT. ALLOWANCE oa OISALLO~AHCE OF DEDUCTIONS AND ASSESS"ENT OF TAK 12-15-97 DICK 01-23-9"1 21 97-0177 CUMBERLAND 101 ["~-"-A.iiO..;;rR.Oirt.d-:J --- . --= _.__~~_._~.._~.,.~._.__u~_______.__ MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG TMIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS .... illY: mriii{ -"FP"n,9= 9'1r NOY i tEnOF - "fNHEii if AN-C E - fAx -jiPPitA"i S EHEN'r-; - "L.i."oWANC E" jiFiU - - - - - n_.. - -.. - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JACOB F FILE NO. 21 97-0177 AeN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN RONALD E JOHNSON 78 W POMFRET ST CARLISLE ESQ PA 17013 ESTATE OF DICK TAK RErURN WAS I ( ) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. Rem1 Est.te eSchedule A) 2. Stocke ~d 8ond. eSchodul. B) 5. Cl~..ly Hold stock/Partner.hip Int.r..t eScheaul. C) 4. "ort,.g../N~t.. H~c.lyabl. (Sch.dul. D) S. C..h/8~ n.pa.ita/Milc. P.~aonml Property (Schedul. E) .. Jointly Ownod Property (Schedule f) 1. Tr.-nlfera (Soh.dull, 0) S, Totlll Aa..t. I X I CHANGED SEE (1) 32.000.00 (2) ~ (3)___..!L!!.. (4)_.__.1., UO. 00 (5) 26~li (61 .00 e71 20,754.81. eal APPROVED DEDUCTIONS AND EXEMPTIONS: .,. FUN",.1 Exp4m8e./Ad... Co.t./Mhe. b:pe.,a.1I (Scnedul. H) 10. Debta/I1o,'tpvlII liabiUU../U.na (Schodul. Il 11. Totol Deduction. 12. Not Volu. of To. ftoturn 1S. Ch.rl'tabl./Go....llrn...nt.1 aequ.at.; NDn-eleeted 911S Trust. (Sehedula J) 14. Net Value of E.t.to Subjoct to To. If .n ......m.nt w.. i.sued previously, 1in.. 14, IS and?or 16, 17 and 18 will reflect figur.. th.t include th. total of ALL returns assBss.d to date. ASSESSMENT OF TAXI 1S. A.uunt of Lln. 14 .t Spou..l r.t. (lS) 16. A~t of Line 14 taxeble .t Llne.I/CI... A ret. (16)_ 17. ~.nt of Line 14 to.oblo ot Collotorol/Clo.. Brat. (17) 18. Principal Tax Du. TAX CREDITS I PAY"ENT OATE 09- 9-97 NOTE I ~ECEIPT HU"BER AA242253 DISCOUNT (.) INTEREST/PEN PAID (-I .00 . IF rAID AFTER DATE INDICATED, SEE REVERSE FOa CAL.CULA nON OF ADDITIONAL INTEREST. (,)- llO) 7,006.56 l '* 7.lli.ll. Ill) Cl21 Cl3) _-' 1141 .0eK.00. 66,471.3I!.K.06. .00K.15. Cl81__. AHOUNT PAID 3,99B.84 ~AL TAX CREDIT l!^LA~CE OF TAX DUE INTEREST AND PEN. TOTAL DUE .L= .tv"lu; U ~I~ In.'1I JACOB F DATE ATTACHED 12-15-97 NOTICE NOTE: To inl\lre proper credit to ~our .ccount, aubttlt the upper portion of th1~ for.. with your t.x pey"ent. 80,812.66 14.341 ?8 66,471.38 .00 66,471.38 I ( ~ ) " .00 3.988.28 .00 3,988.28 3,998.84 ."-._- 10.56CR .00 10.56CR IF TOTAL DUE IS LESS THAN .1, NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR I, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF TillS FOR" FOa INSnUCTlONS.) ,~ " R[SER~ATIOHl E,tat,. of dlcld.nt. dyIng on or bafore D'c,~'r 12, 19&2 .- 1f I"Y fut~r' lnt.r..t In the ..tete I, tr~.f.rr~ 1" po.u..lon ar ."jOl/llIillnt to Cl... a (coU"t.ral) b.nlflclt1'JI' of thl dlCldlnt ,fttr tilt Ixpiration of MY ..ut. for 11fl or for y..r., tha co..onw..lth IMrtby IMpr..,lv r..erve. thl rloht to apprat.. end al"" tran.',,, Inheritanol TIMI. tt the lllwful Cl... I (cl;Il1etlrlll 1'lIt. on any such future Int.rut. PURPOSE Of oonCEI To fulfill th. r~lr'Hnt. of $acHon 2140 of the Inhilr1t1nol and Eltat, TB>l ",ot, Act 21 of 1995. (72 P.S. Slct Ion 9~40), D,tlloh the top portion of this Hot1u and .ub.U .,lth lIour pay"nt to the RIghtlr of Wll1l1 printed on thl r'lIl"a .1d1. '-l1ake ChKk or ItQnctY ardlr pIIY-lIbl, tal REGISTER. or MILLS} AGENT PAVHENT I OBJECTIONS I Any pertv In Int_r..t not '5tl.fied with the ppprBI....nt. allowancG or disallowance of dlilduQtlons, or ~.s..s.ent ot t~K (Including discount or Intere.t) es .hown on this Not\cG IU.t object within si~t~ (60) dayS of receipt of thh KaUca by: A refund of tl taM. c:r~lt, which was not requested on the h~ rl.tur". eay be requut.d b~ co~letlng an "Appllctltlon for bfund of Penn.~lvanla InherltltMe and E.tate Tax" (REV~13U). Appl1c:atlonl; are avnl1ltbl. at thll Office of the Register of WillS, afW of the II Revenue Dhtrlct Officu, or by 08111nll the .~.c1al Zlj-hour lM\.lot4trlnlJ ,.rvlca nulIbar. for for.' or'd.tio,,: In Penn.ylvanla I-S00<\6Z-l0S0, ouhide Penn.~lvanltl and within local narrhbUrg lire. (7\7) "87-8094, rOOf (117) 771':-ll!i2 Wearing hlpair-ed Only). REFUND (CR): -.wdtten prot811t to the Pl nGpllrtlil~t of Rev.nu4l, Board of lpp.ah. nApt. 281021, Harrl.burg. Pl --alactlon to have the ..ttar deter-.lned lit audit of the acc\)unt of the perIanal rap,UlIntatlve. Happed tll the Orphanl' Court, 17126-1021, OR OR ADMIN ISTRABYE CORRECTIONSl fttotuei .rror. dl.coyer.d on thh fluen...lt .hould b. addr....d in writing tOl flA Oepflrte.nt of R,v.flUe, Bureeu (If Indll.ddual hl<". lTTNl P(llt AII.....nt Revl.w Unit, Dept. 280601. Htlrrl.burg, PA 17128-0601 Phontl (717) 7&7.6505, S.. pitp ~ of the bookl.t "lnltrueUons for Inher-l'\;ltnce hI< Return for- 8 Fl..ldant Dec~t" (kEV.1SDll for an .I<planatlon of adlllnhtr-at1vlll~ corrtlct:ablll errors. If any tfU( dUll h pl.ld whhln thr.. (l) ulandar IIOnths after the dfJIcadent" deeth, I five perc.nt (5;() dlsoount of the tall JUlld 11 "Howed. The 15;( tall ..-MItty no-n-particlpaUoo pltl,al ty h eOllputed on thll total uf thli hll and Int.re.t ......H. Mtd not p.id before January 18, 1996, tha flrlt dflY .fter the tlnd of thl till< allnnt)' period. lhll non~partlolp.tlon penalty I. appe.1Abl' In the .ew. tlflnn.r and In the th_ Stl.G tl.. purlod a. yOY ~ould apPlilal the t8l( and Intere.t that hu been ....".d III Indicated on thh notic.. Interest It charljttlG bill Inn In. with flr.t day of dIIllnqwtnt:y, or nine (9) lIonth. end one (U d.y fro. the date of ..th, tt:l the date of peYl*1t.. lIK" which bee'" d.llnquant b.fora JIInU.ry 1. 19U b.ar hlt.r..t at the r.t. of ,ill (6Xl p_rCl~t ptlr annu. clIltulflted at a daih tllte of .000164. UI tfll<U which b.c,.' dtlllnqullnt on ~nd .fUr January I. 1982 will b.ar internt lit '" rflt. whlt:h wilt Yary fre. calendar y.ar to eal.ndl'll' year ~tth thnt rat. lIl'lnOUr\Oed bv the PA D.part...nt of R.v.nu.. Th. .ppllcllbl. Intetut r8to. for 19&2 through 1'98 .r'l DtSC~Tl PENAl. TV I INTEREST I '!!!r lUternt Rate Oailv Int.rut F8eto; Y.!!! Intlre.t RllItll Dally Interelt F~ 1961: 20X ,000548 1'87 9% ,0nOlll? I '!If I!. 16:< .Q00418 19&1-19')1 11% ,000:\01 1'84 111: .000:\01 "'" ., ,OOOZlI7 1935 u:< ,OOO3S6 1993-1994 7Y. .00019l 1'66 lOX ,000274 1995-199' ..% .OOOZlI7 --tnt.rnt 1. ulculMt.d .. folloWll INTEREST. BALANCE OF TAX UNPAIO X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR "-l"'.,. NotlcCl hlluld lifter the tu b.co... dlUnl1Ulnt w1l1 reflect an Jnhrut c~lc\j11IiDf'l tu flftun (IS) day' beyond the d.h nf the ........nt, If pe')'...."t I. .ade aH.r tt\. lnterll.t COllputat hill date .~,own on thl Notlo., additional Inter-.llt ....t b. cltlt:ullt.d. PAVMENT I Dtiteoh the top portion of thh Hotlo. Md .ubllit with your PIYI-nt .adl p.y.tIl. to thl nl.1 and Iddr.., printed on thl rlv.r.. .Ide. u If RESIDENT DECEDENT lak. cht<lk or ltOMy order p.ylbll tal REGISTER OF WILLS, AGENT., _.' If NOH-RESIDENT DECEDENT ..1<0 .hllOk or _.. ora, PIl.obl. t., COHHONWEALTH OF PENNSYLVANIA. REFUND (CRll A r.fund of I tlM crtdtt, whloh WII not rlqu..tld on the TIM R.turn~ ..IY bl rlque'tlel bll' CloMPlltlnt In "Appll..,IUon for Refund of PlnnlYlvenla InhlritW\Cl1 and Eltet. hM" (REVw!3lS>. ApplJC8t1on, Irl Inll_11 It thl OfficI of the Rllhtlr of With, IIny of thl 23 R.v.~ Dlttrlet Offlc.. or fro. thlo.p.rt.."t', 24-hoYr ..,....rl", IIrvlel nuIIbIr. for fore. I)rdlrlnSIl In Pennlylv.,t. lwI00-36Z-2050, ouulct. Ptnnlylvanl. .nd within loclt Hlrrhbur. ar.. (117) 711-1094, TDD' (7l7) 772-2252 Uk.rlne! IIlPCIIlnd onb), REPLV TUI Qu..tlon. rl..rulng .rror. contllnld on thh notlc. .hould be ,ddruled ~Ol PA DIp.rh~t of R.vll'lUl. au,..eu of IndlvJdud TIMII, ATTNI POlt A.....unt R.vl.w Unit, Dlpt. 280601, fllrrhburll, PA 11121-0601, phone (711) 187w6S0S. DISC()IJNTI If any tlM dull 11 olld within thr... (l) (lll.ndlr lIonthl Iftlr the (lelant" cMlth, I flv. plreent (SiO dlleount of the tlX p.id 1. 111oWld. PENALTVl The ISi: tlX ~.ty non-partlcApIUon PINlft1t:y 11 oOllpUted on thl totll o~ the tex and tntarllt .......dl and not Plld Mfor" JWtl!IrY la, 1996, ttlt flr.t day aft'r tM tnd of the t8M "nllty PI,.lod. INTEREST I Intlrllt 11 ehllr,," blglMlng with flr.t dl:l of dllInquenoy, or nl,... {'J IlOnth. end onl (I) dIIy frOll the tilt. of dIIlth, to the dltl of P'YNnt, TikI. Nhleh *... dllln..,.nt blfo,.1 Jlf1ijlry I, 1912 belr Intlrllt .t the rate of .IM (6iO plre...t per ~ cllcullted .t . dIllh retl of .OOOI61t~ All tI)CII Nhleh blClaH dlllnqutnt on .nd .ft.,. JwMry 1, I'll ..111 bur ~"t.r.;.t It . r.tl which will ",wry frOll otlendlr y..,. to c.llndlr Yllr with th.t r.tl ennouncMl bj thl PA o.pl,.tHnt of Rlvenue. TMeppllcabh Int.nlt: rlt.. fa,. 1912 th,.ough 1991 arll VI.r Intlrllt Rlt. DIlly Int.rut P~tor V.lr Inti rut Rite D.lh Intlrut F~tor -- 1982 ZO~ ,0O~Ii41 19.' 9~ .000241 1'81 16:< ,oooua I9I'wl991 1I~ ,000301 19" IU .000101 1992 9~ .00OZ~1 1985 I!~ ,OO03Sft 199]wl994 r~ .000192 19116 1O:C: ,OO027it 1995.1991 n .000241 ulntlrut Is e.1cullttltl " follow'l INTEREST . BALANCE OF fAX UNPAID X IMIIER OF DAYS DELINqUENT X DAILY INTEREST FACTOR _.Any Hotlel hi,*, ,ft.r the tflll ~OIII' cMlInqulnt ..111 r.f!Kt 10 Intlr..t ulcluhtlon to flU"," (IS) din beyond thl dati of thl ......""t. If PIYHf\t II IIIdti .fhr thl Int.rut COIIpOtltlon dlt. lhown on thl MoUe., addltlon.1 Intlrul MJ.t be uleul.tld. Will No. STATUS REPORT_UNDER RULEJLl2 I Decedentl_0d c~b f!- ..{)~~ Deathl---#-t/tl-- ____.~_~______ Admin. No. ..Lf'f 7 - tJC / )'7 Nllme of Date of 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 I 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: _ ------ 3. If the answer to No. 1 is Yes, state the following: a. Did the personal reBresentative file a final account with the Court? Yes NO..z__. b. The separate Orphans' Court No. (i f any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~ No d. Copies of rece ipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to thi7 ~~t. D.'" rt/PO 'tP/:7r ! -l~',i l~ -j I' .: I.? Capacity: personal Representative )(Counsel for personal -rrepresentative (MAH I rmf/ AM3)