Loading...
HomeMy WebLinkAbout97-00239 '1.', '-:1 _' ' , , , ,iii' "'i" I I '" I ,'I : :' , I ;'; _,I, I ii,': i'l !'i i (,!!I' 'I l,!i, I, ,l ,I , : III' 'I'i i I,; I, I ,1"1' " " 'I: III[ '1 II "I I' 'II: ' . " I '" 'I 1'1 I' II ,II., "" ' I , III I' , 'I, " , , '" II' 1 'II I "I' I I I 'I' I " I I ,1 JI'I! 'I I 1 1'1 ,ILl I 1 'I I i I I, I I ,: 'L! I ' 1 ,I 'III' I", II I III ' .' I I ~ I I ' II' ..III I . , 'III I' I ' , I I ' Ii' I . I 'II Ii, '., I, I I ,', ' I I, I "011 I j'l ' "j' 1'1" 1111' , I I' I,' 'II j I" 'J '," " 1 Ii !I':III.':I ill I:, I :'1 ,I'I :,!I,:: ',!I '1":'1'1: I :'11,:1 i i !;II'i,I!' II, : I; 'I I, III TIII','IIII ,.:1,11 vi 1111":11:11111:'1, :!III" II!i Ii:' ,II 1:1 ili III ',,' , : I II ;11 'I: I 'i. 11,1111 ','! :111;11111'.'111111, II I;'II! ,1;'111: "I lil'I:i!! 1'1: i I I "':'1 II II II ,;', v'l II II '11 ! I I" I ill II i II'I"III! 'I i II i illll! 1,1'111 i ,Ii '1'1 I," , I .,' 1"1 ' " II II, I'll I "I I ' II 'I! ' '",: :; III,I!' :, 'I i ,I !il::' II, I'II'II'IIIIIIJI' III' III :'!IIII;'IIIIII:: ' : i ':'" :11, :,I!i "I,! il ",'; ii 1'1,1 i'11iii!I)II:[ I!il ii' ! Ili!,"II! ,i'l! II::"II:;I,.! i: , I 111"1111" II' I 1I1' 11"1'" 1111' II I I" 11'1' 1\111. ',III ii" 'I ,II' ;. I: '" i 1'1 '(llill:1 ii", 11'1'1 ,,' II.':!II\: II, :' 'I' ,,' "11'11' " :I:) :,1 ,1'1" IF 1,11::1 i II:: I :,,11: .'11 1:1:,1;1: :1111' i 'I " ,,: ' I I'~ 1 :; I I 'I I :':'1 ,'! II!: Ijlll"l II I,;:! 1':11, i ':11 I i I: I;! "H I' 'I ! i I II , 'I' I, :: , ,: :; 1111': , I I:~ II I,: II '.: I I,: III ::1 I i II,' rill:: III i ! ! I " , I I II I " ! II I' ,I I 1 '., I'P I I' I ! I II I 'j I ' , ',I I I', : I ~ :. 111'1 ' II, till \ I : i " I ' " I' I' . I ",:! i' i 1,11 : 'I:! i' illll, I I" '\' i I:,; I!ll'. III:': I' ; I' Ii:': III I ::1111'111111; 1111",: 1:1, , 'I 1'1 " ,. ,I I . Ii' 'I I" "'II' 'I I," I "I' ,I ': ' II "1 ,. I "1 II' I 'II 'I ' , . , ': I I 'II 'I "11'::i ",I I',:::, I II!II':: ::'1 II ~:, I' : I ,': III ::1''1. :: 11111.: IIPII :.'11 11::1; i :;: :;; 'II '1 . I II III I I" I I" II' I '1" '1'1 ,,11'1 1 ' " j l' <l j i ~ j" I ill '1 I 'II r \: I I II',:I! d! 1'1, I,: I II' II!JP I II ~ '1111::'111 :':I!I 1':1 !i 'I' (: II il!': !l :,j,III,!:1 :;;11 :llli;11 Ii' i ! ; 'J I I , I' I fill:' Ii '~I .\ 'I ','Ill T! , 'II 'II j I, ! ,I ,i lilllll ,! I ,: II : I I: 1111' III!. ,:I ,I I: 1111'1 ill: II '1;IIIII!i 1'1 .! III: 'i I,ll 'Yl: ~ I . II; I ~ II:, ; I I :'1 ill I d ; II' ill ;.11 11I1 , ' ",I II,: ~ : I I; II' ;; I: 'i I :, I I~" II . Ii ';::111,11 li!1 1 : I, ~ 'I 1 Ii: II :: I II I ~" II : i III ' I :;, II I ; I I' III I..' :' I 1 ' ! Ii:, i I I Jill I"'] ;i I lill :'11 ;:,11 I'll H I ~ I I 1'11) Illii:i' II:: I I;; II' I! ::111 d I ! ':11I1./ II:!II " " I I ' ' I I., I, ,111"1 11'1 III" I 1'1' II I'll 'I "I I 1111 ' . , I I I I, I I . 1 ,~ I II I II III I'" , l I :' :,;" 1,1 ':1' ;'1 I I' ,: ! II" I II: I I Iii", I;; I ;' II I" ;,1 II ~ I'll :,; ill' II II: I! i , "I' 'I" 'II "I I 'I I I' I," II ,1,1 ,I ':., :', II : II " I, ': ':,I! I", I !I\!I ,ill,: '1" i ", II' Illi:l, , 'I !il ii' :',111, ':;11' ;'1111 ::1 !1'11111;"j I II!: 1,11'1'1:' !II 11'111,,111111,:1 1:111 , 'I,," II .' II I 11'1111' .", 1'1' I" II 'II' 'II'" I III , , , I I ~ , ': II " I: III :' ! I ,.: I : ' ! II;: I : ! I:: I] 1 I' ;:\'1 I : , II,: : I 11'11, : ! I ! I", ;'1:; , III ': I' ; II ,: III,II! '111': I I:' 11'111 '11111111I,'JII ,II ill II ":"11, :Ii:! ':, :, I Ii: :111; ,\ I",i11":!I'I: 111";11 ji!::II!II'I!1 '!!II'II!:il I ,: 'II ,! . III: III "II : :11 "ij 'II;,: III 11'.'11'1 !il':I:I r: II, 'ill I; I'll! ",: Ii 'I I:' I 11'111 ; !II. Plll!!I,II':' ,II illl II ',Iii I.' 11,111."11111 , II,' !:l'! I:' I' '. I ' 1II'.IIIWli: Ilil'\1\ II"II!III 11','1,1',111, . :i:, :1:: I ,;11: II:': II :' ill' ;', ,ill:illlllll~1 Illli'll II), II '. I',' :ilJ! i::11 , , ,:' ! ' ! ! Ii 1,1,' Ii', II ':1 II I, 'I! 11,111 'I: 1 ~ I I! I': i: i I ~,! II;: I i I IIIII! 11.1 i I ., I,. II" II"" ""1" 'I' 11'1" Ii 'II In, I 1 q ,I,' I .:. ': ; I! I -:, I 1 (; II " 'I ::; i:, ,::11 I!;; , ,::,! 1 1'1'1::11' 1,:11 ! 1-:1, 'I ,; l!i: I, :1' Ii 1"11" II II: I I" II :', '111"11,:1, II 'ii' III' '111i', I ! hll'ili ... III"! I' I' II 1::'1 II ;: I :;rI:l'I')111 ::1 I i'I::'I'111 'I ',":: lil"I, ::111'11':1 I I," I "I. I'" 'I'''' , , ' I I' I' ':::11111"111 :I'i: :"'11 ;111:1: ': ;:ii:;~;':!!:;' :,,',,;:! ;:! ";:1' ;1, : i:r;l" lrl:: : ~ II' !!' ~'I " ! : r : f I i I : ; I: :, 1 ::' t! I 'i'! : Ii , i!! ,!;" ,I '-" '" "".' ,11111 I '~F I : , Ii 1;: " ! j ~ , 'I I, !Ii I ;i Ii F ~ i , : i' ! - , ii, :;i; 11- -, I! Iii ~ II I; I: I! :' " i: ,I I II II I; I I I ' i Ii II 1,[ I I'll" Ii I I' , I III1 I I " I' I I ; I I I,! ;1 I, I II I :! I I' ' , I:' :i !i " ::j"- :'! , 'I " ~. C).!!t ;,~-<~ ;fZ,:'. o '':'I c:> e ,..... .- !'!!' \~' ,-J,. ~ (:' ~~, C'"G.l (HI: 0:; r-. P' :65 ou , . ~ 0 I' el ~ .~ . E-I ; J;j ~ r/l ~ ~ ~ w ~ . i I'-< rt! 8 2 ~ ~ I'-< . olJ 1 '. w 01"1 ,. ~ '" 0 ~ ~ z " 0: ~ ::l ~ ~i 0 . s: ~ ~ ;; e E-I < t r/l Z < ..:I .; . STt!:.H~ 8..- S'I'oNI<: " f' 1Iq!-<tll-Y~; /\1,1 !,,'J <\\4 Elr~1DOF $'lm,El 21-97-239 l.) '-" ". IDet. a:' '- \"\ o {)I ~~: t,-,.. ~ (;S " ~~ f;; 'l~~t ::"J!:C- " j 'i I ;OJ ,0 ~7-,- E (Jj -- aa ~ r . . .~ '. .. ~~~E~ ~~ II d I ~ ~ UI ~ oll ~ ~ ~ ::l~ H U I ~ ~ m :~ ,.., '.~ ~ ~ e o ~ . A f ~ :l~ 0 · z 0 U ~~ ~~ UH HtIl 8~ .\, ~ .. , 1<.. H'I'flN!<: NTflNh . ' '-\1 L;-..'.Y II! IUIU-I'_', 11J -'II" NLW [-HUII!.lll \ ,'H" l;"'\. I 1"'-0 ill ~ l'J w o W Q FAGER hGOC'w. SECURITY NuMBER EVELY N Ii OATEof OEAIH DATE or 8IIHH 1 9 8 - 3 6. 6 8 1 6 0 2' 2 0' I 'J 9 7 0 .n..i' , 1 9 0 7 (If mllCABl'1 SU'~W<G SPOUSFS NAM€ IlAST, "'ST. AND "'DOLE ,.",,, SOC'" SECU'''Y """a" THIS RETIIRH MlJS111E FIUD IN DUPLICATE W~H THE N / A _ REGISTER OF WillS ao 1.01lglnelRalum 02,Supplam<tntaIRalum D3.Ram.,ndorReluml_...........,1'W' o 4, lImie<l E.tale 0 4., Fulure Inlore.IComproml.. ,,,,,.,,,,,,,,, 11,12"1 0 5. FO<ItflllE.tata la. Re~,m Required ~ 6 Oe<orJanl Died T..tale """,,,,,,.Wltl 0 7, DecedantMalntalned elMI19 Tru.t ("",,,,,,.T'~'I _ B. Total Number 01 S.le Deooa~ Bo.e, o 9 LIIIil.UOn ProceorJe Received 010, Spou.el Poverty Cred~I...."..._'12.","..'.',"1 0 11 Eloctiofl to IlK under See 9113IA) I"""" C THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAAlE COMPlETE MAiliNG ADDRESS Robert M. Newbury C.P.A. 305 South 32nd Street flRM NME (If ApPllc;ltlIe1 Newbury and Short CPA's TELF,PHONE NUl.18EA 717 761-1382 z o 5 ~ t: A. 4( U ~ 1. R..I E.tale (Schedu~ A) 2, Stocka and Bond' (Schedule BI 3 Cklso~ Held Corporallon,P.rtne~hlp or So~.Proplleto~hlp 4, Mortgages & Nol., Recelva~~ (Sc~adule D) 5, Cash, Bank Depos~ & M~I.neous PersoMI Property (Schedule E) 6 Jointly Owned Property (Schedu~ F) 7. Inter. Vivos Tr.f1,la~ & Miscellaneous Non.Probala Property ISc~edul. G or LI B. Total Groll AII.t1llotaILlnas 1.7) 9, Fun.ral E.pensas & Admln~tratlva Costs ISch.du~ H) Camp Hill. PA 17011 (I) (2) 131 141 (5) (6) (7) .', 75.000'00 ,120,746.00 42435 7.5 2 (9) (8) 36,224 .8 ., . 6 2 0, 103.52 10. Debts 01 Dece<l.nt, Moltgag.llabIllUes, & L~ns ISchedu~ I) (10) 11, 10111 Deductlono Il0tallln.s 9 & 10) (11) (14) 3 6 . 2 2 4 ~ L , 5 8 3 ,8 7 8 . 6 5 , 1 A q . , '\ , , .1 .1 - . 1 9 4 .6 2 6 2 1 12, Net Vllue of EsIIII (lIn. 8 mlnu, lln. II) (12) 13, Charitable ond Gov.mm.ntal Bequ.sts/S.e 9113 Trusts for which an .I.ctlon 10 tax ~a' not be.n (13) made ISeh.du~ J) z ~ )(;$ 1$[ :I o o 14, Net Vllue SIIbjao1to TIK IlIn.12 minus lln.13) 15, Amount 01 IIn.14 ta.abl. at tile spousal tax rate I , Seolnstrur:llons on rev.... s~.lor .ppllcab~ percentag. 16. Amount of Iln. 1411Kab~ .16% rete 17, Amount 01 Iln.14 taKable .t 15% r.t. 194 16. Tax Due 19, x ,0 (15) x .06 (16) (17) (IB) 2 9. 1 9 3 '9 3 6 2 6 . ,15 2 9, 1 9 3.9 3 2 1 DATE 32nd Stroet Camp Hill PA 17011 1l./19/97 ADDRESS DATE 305 S. 32nd S t reo 1: Camp Hill PA 17011 11/19/97 ---.- Decedent'. CO!!!elete ~ddr.lS: SlR~~rflsAno Stroot' CIl'r New Cumberland I SIAIE PA lllP 17070 j rax Paym.nll Ind Credits: 1, Tax Due (Paoe1 L1ne!S) 2, Credl18lPaymenls A. Spousal Poverty Credit 8, prtorpaymenls 37, 050. UU C, Dlscounl (1) 2Q.1Q1.Q1 Total Credlls (A + 8 + C I (2) 37.050.00 3, InlereSUPenelty If appllceble D,lnlerest E Penelty 5, TOlallnteresVPenelty (D + E) 13) If line 21s grealer than line 1 + line 3, enter Ihe difference, This Is Ihe OVF.RPA VMENT. Chack box on Plgll Llnl18 to requut llIfund 14) If line 1 + line 31s greater Ihen IIna 2, anler the dlffarence, Thlslsthe TAX DUE. 15) A, Enter the Interest on Ihe tax dua, 15A) 8, Enter the totel of L1na 5 + 5A, This Is the BALANCE DUE, (58) Make Chack p~/e to: REGISTER OF WILLS, AGENT PLEAGE ANSWER THE FOLLOWING QUESTIONS BV PLACING AN "X" IN THE APPROPRIATE BLOCKS 1, Old decedent make e tranafar and: Yes a, retain tha uaa or Incoma of the property tlanaferred; """ '"'' " "" "" """" " ",," " " " " " " " " """" 0 b, retain the right to deelgnate who ehall uee the property transferredpr Itslncoms; """""",". 0 c, retain a reversionary Intel'est; or""""""""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,, 0 d, receive the promise for life of elthar payments, benefits or cara? """"",,"""""""'"" """ " " 0 2, If death occurred on or before December 12. 1982, did cter.edent within two years preceding desth transfar proparly without racelvlng adequate consideration? If death occurrad after December 12, 1982, did decedent transfer proporty within one year of death without receiving adequate consldaratlon? ,",,""""""",,",,""''''''''''''''''''''''''',,'''''''''''''''''',,''''','""""",0 3, Old decedent own an "In trust fo( or payable upon death bank account or security at his or her death? """""""""""""",,""",,""""",,''',,'''''''''''''''''''','''''''''''''''''''',,''''''""""'"'' 0 4, Old decedent own an Individual retirement account, annuity, or other non-probate property? "" 0 7,856.07 4, No ~ o ~ (ZJ IF THE ANSWER TO ANV OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 P.S, ~9116 (a) (1,1) (I) provided for the reduction of the tex rate Imposed on the net value oftransfers to or for the use of the surviving epouse from 6% to 3% for dales of deelh 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 Imposed on the net value of Iransfer. to or for the use of the aurvlvlng spouse from 3% to 0% for dates of de7,th on or after January 1, 1995, The statute does not axempt a transfer to a surviving spouse from tax, and the atatutory r9qulremenls for dlsc!osure of assets and filing a tax return are stili applicable aven If the surviving spouse Is the only beneficiary, FOR OATES OF DEATH ON OR AFTER JANUARV 1, 1995. Please answer the following question by placing an "x" In the appropriate space, Old the decadent creale a truet or similar ~rreng8ment which Is aolely for the surviving spouaa'e benefit for his or har antlre IIfetlma? Vea 0 No [] If you answered yes to the above question. the tax on the trust or similar arrangement Is postponed until the deeth of the second spouse, at which time it will be fully taxable at tha rate(s) applicable to the remainder beneficlary(les), Enter the value of the trust on Schedule J, Part II, In order to remove II from the ClIlculallon of the tax due In this estate, You may wish to file Schedule 0 In order to make the election available under Section 9113, If the elacllon Is made, the trust or similar arrangement Is taxed In the estate of the first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spollse Is taxed at the zero tax rate, and the remainder Is taxed at the rate(s) applicable to the remainder beneficlery(les), If you choose to make the election, you must aUach Schadule 0 to a timely.filed tax return, along with Schedule(s) K andlor M In order 10 show the apportionment of the trust or similar arrangement between the sUlVlving spouae and the remainder beneficlal\'(les), ...y.... EX ,,,., o.aa..J/ . _ - fOA RE~OIST6iFS-Of:FiCE USli"ONL V __,_u PA OEPAATMF.NT OF REVENUE ~ COunly c;;;;-....--l......... --v..T --]FiIO-Numtl.'-- ESTATE INFORMATION SHEET __,,=__ .._~....:=_. _. '_.__'~'~==_='''~';':';'~i~_._7____.l-;;-;..,;.;':.~;"_~--:n___'';,,-;,:,;;..,;;",,";..;;..;;:u-- _..-~--- >.,.-------""----- ....,.,.,.- -- -"".-. n.........., DECEDENT INFORMATION: Enter date.. It will appear on all documenls submitted to the department. Name (LIII) .---- (FI'''I -----.---''''----..(Mld'~-.-'---.- FAGER EVELYN 11. oo;;;;;;i;s.;ciOIS;';~"IY Numb;;;-'. '---"--L-;-,;Tfi..n; - D~I;~f'BI~t;---'-'-----".. .----0-. 198 I 36 I 6B16 ~'E:BIH:::.I~Y :~-,-~?22___._.. ,JUNE 26, 1'J07 TYPE FILING: Enter chock (.-) mllrk to Indicate the naturo of the return to be tiled with the department. l_ 0~:I~::u'_n -~__:[]JOinIA"'" onl~_~=_ [::'~II. ;~~O;~----~~:::~~'PO'~.(NO-~lhO' A...u) \ LE TERS GRANTED' Enter oheck (.-) mark to Indicate the nature of the proceedlnge at the Register of Wills T . Office. (Attach additional ,heeta If explanation Is neceslllry.) ~T..I~=:--- OAd_mlnl':'''I~~__=~~;~:~: -~~hO' (Pi.... EKploln) --J ATTORNEY/CORRESPONDENT Enter all data concerning the attorney or other Indlvldulllto receive all INFORMATION: tu Information and correspondenca. IN.m.(LU~ -'-------(Fi'.l), , . . (Middle) '" ]sup,am. Coun 1.0. I __NEWBURY , .,RQIJERf__.__...____.__.!:1-'-_G... P. A-,--. .t:l.LlL SlrNI Add'.'. 305 SOUTII 32ND STREET CAMP HILL PERSONAL REPRESENTATIVE INFORMATION: Executor/Administrator Slat. lip Code Fano-Numb., ~m_'_ PA 17011 l.Jl17) 761-1382 enter all data concerning the persons I representstlve(s) of the estate ."lh~rlzod by the Register of Wills Clly Nam. (L'II) NEWBURY Slteet Address (Flr5l) ROBERT (Mlddl.) M. C.P.A. SOCIal S-ecurlty Number 161 30 2600 305 SOUTH 32ND STREET ----.-.- Clly CAMP HI LL Slale PA lip Coda 17011 -I T .lophon."Numoer (717) 761-1382 , Co.Executorl Administrator Nlme (LUll (Flrtl) ( NONE) (Middlo) J'SOCIII S.CU~ity Numb.. -1-_.__.__. Streel Addr.,. City Sial. Zip Cod. T.lephon. Numb., Co-Executor/ Administrator Nlml (Laall (FI'II) (Mlddla) I Social sacu~ity Numt>8' I _ INONE) Sir"! Address Clly State Zip Coda I Tel.phon. Number 10818 , -l r~.'.d By "'...."''''''. COMMONWEALTH OF PENNSYLVANIA 'NHERIIANC< lAX RETURN I, SCHEDULE B STOCKS & BONDS FILE NUMBER 21-97-239 ESTATE OF FAGER. EVELYN H. An property jolnlly'ownod with rlghlo' Iurvlvo"hlp mUll be dltclolod on Ik:hodulo F, ITEM NUMBER DESCRIPTION 101 Shares, 4~% Preferred, $100 Par Value, Pennsylvani Power and Light Company @ $80.00 220 Shares, Common, No Par Value. pennsylvania Power and Light Company @ $22.75 400 Shares. 7~% Noncumulative Preferred, No Par Value. CitiCorp @ $25.9375 700 Shares of Beneficial Interest in Dean witter Government Income Trust @ $8.3125 600 Shares. $1.90 Cumulative Preferred Stock. No Par Value, Commonwealth Edison Company @ $24.5625 400 Shares. Common, $2.25 Par Value, U.G.I. Corporatio @ $24.375 400 Shares. Common, $4.50 Par Value, U.G.I. Corporatio @ $24.375 50 Shares, 4.4% Cumulative Preferred. $100 Par Value, Philadelphia Electric Company @ $59.875 U. S. Government Series E Bonds Accrued interest on item no. 9 U. S. Government Series H Bonds U. S. Government Series HH Bonds 1- 2. 3. 4 . 5. 6. 7. 8. 9. 10. J 11. 12. ./ I 11 11 I , I I TOTAL (Also enter on line 2, Rocapllulatlon) $ (If more space Is needed, insert eddltlonsl sheels of the same slzs) VALUE AT DATE OF DEATH $ B,080.00 5,005.00 10,375.00 5,B18.75 14,737.50 9.750.00 9,750.00 7..993.75 17 , 500.00 22,736.00 12,000.00 2,000.00 -' ~-, ,.. "'.' RlV''''''''''''. COMMONWEALTH or PENNBYl VANIA INHERITANCE TAX RETURN I T SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FAGER, .EVEI,YN H. FILE NUMBER 21-97-239 Includelhe prooeedB ollmg.1Ion and the dalelhe proc&edB WO" ,000ivO<l by the .Btal.. All property Jolntty-owned with thl right oflurvlvo"hlp must be dll.losed on Schldulo F, ITEM VALlJEATDATE NUMBER DESCRIPTION OF DEATH 1. Checking account no. 51-4001-9152, PNC Bank Market Street New Cumberland, PA 17070, balance at date of death as per attached Interest accrued to date of death on item no. 1 Savings account no. 900-095-9, Mid Penn Bank Interest accrued to date of death on item no. 3 Savings account no. 333-829280, Fulton Bank Interest accrued to date of death on item no. 5 Savings account no. 5-00060002, Harris Savings Bank Interest accrued to date of death on item no. 7 Savings account no. 01-01-302681, Harris Savings Bank (Formerly First Federal of Harrisburg) Interest accrued to date of death on item no. 9 Bankers Life and Casualty Co. Medical Insurance refun Certificate of Deposit, Dauphin Deposit Bank, no. 8000142090-68039 Accrued interest on item no. 12 Certificate of Deposit, Dauphin Deposit Bank, no. 8000142996-116538 Accrued interest on item no. 14 Certificate of Deposit, Dauphin Deposit Bank, no. 8000143178-962860 Accrued interest on item no. 16 Certificate of Deposit, Dauphin Deposit Bank, no. 8000158507-952776 Accrued interest on item no. 18 Certificate of Deposit, Dauphin Deposit Bank, no. 8000154226-68016 Accrued interest on item no. 20 Certificate of Deposit, Dauphin Deposit Bank, no. 8000141930-39480 Accrued interest on item no. 22 Certificate of Deposit, Dauphin Deposit Bank, no. 8000153831-67868 Accrued interest on item no. 24 Certificate of Deposit, Mid-Penn Bank, no. 309000239 Accrued interest on item no. 26 Certificate of Deposit, Core States Bank (Formerly Hill Financial Savings ASAociation) no. 033530670- 3530973-21617 Accrued interest on item no. 28 Certificate of Deposit Core States Bank (Formerly Hill Financial Savings Association) no. 033570817- 3571120-56424 Accrued interest on item no. 30 Certificate of Deposit, Fulton Bank, (Formerly Hill Financial Savings Association) no. 303-4123533-29-66- 0962 7,000.00 2. 3. 4 . 5. 6. 7. 8 . 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. (CONTINUED tOTAL AI I' 5 R . I ) $ 'T (so enle' on 'ne , ecapllu allan (If more space is needed, insert addilional sheels of lhe sam~ size} $ 18,736.09 14.97 1,141.45 3.46 2,185.30 6.11 11,981.57 37.16 1'7,678.46 54.83 1,035.23 5,000.00 13.11 5,000.00 13.71 5,000.00 7.15 5,000.00 11.92 16,000.00 43.73 20,000.00 33.37 40,000.00 140.55 35,000.00 90.22 15,053.49 44.04 15,000.00 19.80 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51. 52. 53. 54. 55. 56. 57. 58. 59. 60. 61. 62. ESTATE OF FAGER, EVELYN H. FILE NO. 21-97-239 Accrued interest on item no. 32 certificate of Deposit, Fulton Bank (Formerly Hill Financial Savings Association) no. 303-4123509-29-66-000762 Accrued interest on item no. 34 Certificate of Deposit, Fulton Bank no. 461-3728700 Accrued interest on item no. 36 certificate of Deposit, Harris Savings Association no. 10-15-090907 Accrued interest on item no. 38 Certificate of Deposit, Harris Savings Association no. 10-15-085819 Accrued interest on item no. 40 Certificate of Deposit, Harris Savings Association no. 07-56-188728 Accrued interest on item no. 42 Certificate of Deposit, Harris Savings Association no. 07-54-220017 Accrued interest on item no. 44 Certificate of Deposit, Harris Savings Association no. 7-15-114215 Accrued interest on item no. 46 Certificate of Deposit, Harris Savings Association no. 7-15-106694 Accrued interest on item no. 48 Certificate of Deposit, Harris Savings Association no. 31-55-295300 (was First Federal of Harrisburg no. 0266150967) Accrued interest on item no. 50 Certificate of Deposit, Harris Savings Association no. 31-55-295299 (was First Federal of Harrisburg no. 0266150993) Accrued interest on item no. 52 Certificate of Deposit, Harris Savings Association no. 31-40-151450 (was First Federal of Harrisburg no. 0240151450) Accrued interest on item no. 54 Certificate of Deposit, PNC Bank (Formerly CCNB Bank) no. 21001016272-84540 Accrued interest on item no. 56 Certificate of Deposit, PNC Bank (Formerly CCNB Bank) no. 21001016301-117872 Accrued interest on item no. 58 Jewelry value at date of death (sold at auction) Gold Coin value at date of death Household Furniture and Furnishings (sold at abction) TOTAL 5.92 5,008.47 10.29 28,356.39 19.57 10,000.00 74.44 15.018.49 101.63 20,000.00 140.28 11,000.00 74.44 10,000.00 67.67 10,010.48 67.75 15,000.00 109.12 14,000.00 101.84 12,000.00 100.44 8,000.00 13.34 10,000.00 0.00 621.00 200.00 32,910.24 $424,357.52 ESTATE OF FAGER, EVELYN H. FILE NO. 21-97-239 The following Certificates of Deposit which were inventoried when the aafe depoait box was opened, cannot be located by Harris Savings Bank, the surviving bank when First Federal of Harrisburg was merged into Harris. These certifj,cates were possibly cashed in and may not have existed at the date of death. An investigation is being conducted by Harris Savings Bank. An amended return will be filed if these items are located. The following items are in question: 1. Certificate of Deposit, First Federal no. 2-43-100638 (15,000.00) 2. Certificate of Deposit, First Federal no. 024313971 (14,000.00) 3. Certificate of Deposit, First Federal no. 0843130560 (14,000.00) 4. Certificate of Deposit, First Federal no. 0857145493 (12,000.00) 5. Certificate of Deposit, First Federal no. 0257144060 ( 14,000.00) 6. Certificate of Deposit, First Federal no. 0857144144 (15,000.00) 7. Certificate of Deposit, First Federal no. 0843142759 (12,000.00) 8. Certificate of Deposit, First Federal no. 0243141556 ( 14 ,000.00) 9. Certificate of Deposit, First Federal no. 0843141477 (15,000.00) 10. Certificate of Deposit, First Federal no. 0843136197 (15,000.00) 11. Certificate of Deposit, First Federal no. 0843133562 (15,000.00) 12. Certificate of Deposit, First Federal no. 0843139154 (12,000.00) 13. Certificate of Deposit, First Federal no. 0843131326 (12,000,00) 14. Certificate of Deposit, First Federal no. 0843134440 ( 12,000.00) 15. Certificate of Deposit, First Federal no. 0843127390 (12,000.00) 16. Certificate of Deposit, First Federal no. 0843129928 (15,000.00) 17. Certificate of Deposit, First Federal no. 0243138295 ( 14 ,000.00) .CLAUDE C. WOLFE & ASSOCIATES ..IUCTJONf:l:'RS ,{ ES1'A n: APPRAISERS 113 01.0 FORD DRIVE. CAMP HILL, PA 17011 717.737.0734 TH I S AGREEMENT, made th Is 2- day of .l.I!!: 11 Estate of Evelyn Fag~ of 321 Reno Street, New Cumberland, PA 17070 Owner, and CLAUDE C. WOLFE AND ASSOC IATES. of 113 Old hereinafter referred to as Auctioneer, WITNESSETH: The parties hereto Intending to be legally bound hereby declare, promise and agree as follows: . 19.1? by and between . hereinafter referred to as Ford Drive, Camp Hill, PA 17011. 1. Owner hereby Elmploys Auctioneer' to sell to the highest bidder, except where the right to bid Is reserved and Auctioneer is notified in writing beforehand, at a public sale to be held on ___ _. .M_aL1L ..__' 19_n all of the property set forth in the schedule attacliedliereto anC!STgned by the parties hereto. 2. All of the proceeds of the sale shall be delivered to the Auctioneer who shall pay the net proceeds to the Owner upon completion of the sale, after deducting the followl ng items: a. Comml ss Ion to Aucti oneer on the se II I ng price of 8 % of persona lty and -1-% of realty. Service fee for attempting to sell real estar.e L~_, b. Sellers will employ 3 clerks and 3 runners for the sale. Fumigation service, advance costsd'iid sale bills WTIT be paid for by the sellers as well as labor for the sale preparation. c. Payment of any liens against the property sold. 3. Owner to comply with the Bulk Sales Act when applicable, have all merchandise in proper sale order, deliver at the proper time, good and sufficient Ivananty deeds and bills of sale when demanded for all property sold, and to indemnify Auctioneer for any loss he may incur because of injury t.o persons or propel'ty occurr'ing while preparing or during the sale. Seller will assume any responsibility for accidents on premises day of the sale. 4. Auctiurll:t:!r tu condu~t 5016, instruct ds'(ks, advise Ownel' on advertl3ing for sale and advise Owner for the condition and arrangement that property must be in for the sale. Auctioneer will not be responsible for stolen goods - unpaid accounts or bad checks, armed robbery or merchandise broken dur'ing the sale. 5. Auctioneer reserves the right to employ additional auctioneers to be paid out of his allotted commission. 6. Auctioneer will not be responsible for the amount of selling price of any equipment, merchandise or any thing offered for auction. IN IHTNESS WHEREOF. the parties hereto have set their hands and seals on the day and year written above. Selle ( SEAL) .!f..(~"T...,;1 (SEAL) A. Settlement Statemont , -.-.-- .!:....!i'p,. 01 ~o.n 8. FII.Nurnu., U,S. D'putm.nl of !lou.IIl" .l1d U,ti.,. Oltv.lopmllnl ~ QMO No, 2502.0205 & 8. MorIUlg.lll,uf.nll'l Cua NUll1tJ.'~ r 7.10011/\ Nutrlu., 1.0 FHA 2. [] fmHA 3. [J \:on\l, Unln.. ~CO",.lnl, 6302 C. NOTE: This lorm Is furnished to give you a statement at actual settlemenl costs. Amounts paid to and by the settlement agent are shown, ttams marked "(p,Q,c.)" were paid outside the closing; they are shown hele lor informallonal purposes and are nollncluded in the tOlals, ----" 0, NAME AND ADDRESS OF BORROWER. FIRST CIlURCII OF 000 E, NAME AND ADDRESS OF BELLER. EVELlIN II. FAGER F, NAME AND ADDRESS OF LENDER: OASH G, PROPER ry LOCA nON 321 N, RENO STREET NEW CUMBERLAND, PA II, SETTLEMENT AGENT: PLACE OF SETTLEMENT: TINI A-l ABSTRACT ASSOCIATEES STONE IIND STONE 414 BRIDGE STREET I. SETTLEMENT DATE. 07/03/97 J, SUMMARY OF BORROWER'B TRANSACTION iTo'D,allO$a AMOUNT DUE FROM QORROWE 101. Conlreet,a'.. prlco 7&,000.00 102, Poroonal p'oporly '03, Solllomonl chorgo,to borruwor: (Iremlln.'400) 1,410.49 104, 105. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN AOVANCE: 106,CltylloWn'.~a. 07/03/97'0 12/31/97 97.25 107, Countv t..o, '0 106, A..o"manll 10 109, 110, 111, 112, 120. GROSS AMOUNT OUE ,......,..,.!ROM BORROWER: .. . . 76,507.74 (2GO. AMOUNTS PAID BV OR IN BEHALF OFBORROWERi 201, Dopo.1t or aarnOl1 monoy 202. Prlnelpalamounl 01 naw laan(l) 203, E~ll1lng laanl'IIRkan subl.cl to 204, 205, 206, 207- 208, 209, ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 210, Cllyllown Iua, 10 211, County la~a' to 212, AU.llmonl, 10 213. SCHOOL 'I'A 07/01/97 214, 215, EXCHIINOE 216, SEWER 4/5/6 217, 218 07/03/97 4.73 75,000.00 17.46 ~'9. 220,TOTAL PAID BY/FOR BORROWER, .oo.OA\\H AT SEm~"'ENT 1'll0l.\lTO ~ 75,022,19 o ROWER!. TIN: K, SUMMARY OF BELLER'S TRANSAOTION 400. 099 !MOU U TO 8 401, Controcl.alol prloo "/5,000.00 402, Poroonal proporty 403, 404, 405. ADJUSTMENTS FOR ITEMS PAID BY BELLER IN ADVANCE: 405,Clty/lownla~e8 07/03/97'0 12/31/97 9'1.25 407, Counly 'axes 10 405. ASlaSlmenl. 10 409. 410. 411, 412, 420, GROSS AMOUNT DUE TO SELLER, 500, !i!tl1l!CTIONS IN AMOUNT DUE TO 8ELLERt. 501, E~ce" dopolll (so. Instruct/ens) 502, Salllemant chorga, 10 .ollar (lino 1400) 503, E~I"lng 10Rn(s) takan .ublacllo 504, Payoff 0111", mortgago loan 505, Payoff olsocond mortoago loan SOB, 507, 608. 609, AOJUSTMENTS FOR ITEMS UNPAID BY SELLER: 510, Cllyllown I.~o. 10 511. Counly taxos 10 512. Assessments 10 613, SCHOOL 'I'A 07/01/97 514, 615, 516. 517. 518, 5 i 9, 620, TOTAL REDUCTIONS IN AMOUNT DUE SELLER: aDO, OASH AT SETTLiM'iffir TOIFA M lilel;LERr 75,097.25 6.50 07/03/97 4.73 EXCHANGE SEWER 1/2/3 TRASH 4/5/6 SEWER CR TO BUllER 4/5/6 75,000.00 18.33 37.38 17.46 75,084.40 301.. Gronlmount duo Irom borlowol (IIno 120) 302. L... amounl paid by'I" bOr<ow.r (lino 220) 76, 50? 74 601. Oroll amount dUll to sailor (line 420) 75,022.19) 602, L... 101&1 'aduct/on,ln amount duo ../ler (IIn.520) '/5,097.25 75,004.40) 303, OABH( lKXl FROMIfD TO) BORROWER: 1,485.55 603.CASHI ~j: TO) ( 0 FROM) SELLER, 12.S5 Prtvloul Edition I. Oblolttt IU.ITITUTE FORU loee 8ELLER "ATl::MENTl n..IQ'lflnlllllO wlIllllllll hllllud... ll, 0, 14, ,lid I and on IlQII 401 (ur, If 11111I 401 I, llleli.u,d, 11111.403 In.! 4Clo1J II 1r0l""1101 I.. InrCllm.lloll -..d It "In, f~mlllw'd '(lIb! h,lCnlll Jl;6Vtl'.... So'vlu, If ~lIlIlI' ",,!wllcd III nI. " ",lUll, . hl:a)iltl'W pIll\&ll~ ur ulk, ..n~lhlll \frill be l,nllh.od un ~(l\l If lId. 110m II rcqllhcd LU he ff.polled "lid It.a IRS .,Ol1nllll'lhilll....."(o(bMI'"'I"Ift.d. IElLEflINSTflUCflON&1 111111. ,,,I'Il,Ie .... YO\Il' 1"lnel",1 tuldIIlU:", fill f1unIl1119, Slllllf Il~~h..n,. (It l'llllclrt! RUldanUl, lur "I~ ,,111, lII'itb ~It\l.lIQ"".1II I.. "IWlIli fur ult., IIIMnll"III, uoI1'plIID Ibllppll"hlll"/I. 01 I'UUlI 4191, llurm '151 ,ud/c" Sdllld\ll. n (lIOl'rll 11>010). y". III "'qlllAd by I." to J'fu.ldt 1- p." II/Willi YU\IJ ((II,,,, If..ptIr-1 j.Jnnllh'lliOllIl\lln~I, 11 YUII dUllut l"lIvl"'" Ilu b..1 111"1111 YUill (I>flell, tll,'I)'" IWlIlifk.liuG n\lmlJll" YUIlIMY I;>t '\lbjDtllll (1,,11 ur "iUll~ll"n&h~1 hlil"".d by lu., t,nd In.k, pIllllltilll ol,./J\lry, I (.OIl,fy Ihlllht 0\11111., .lwf>1I olllhllllltlml'l,l I. 'lIY Ulf[.~l tUI")'" h"lIll(jHII''''lI~rnbc,. _._._.__~__~.~"___~___+.,,_.._.__ ..._'''_...."____~..___._. Sollor'. SIonnlur8 G ,,!i01B (8801j.04 VIAll UOl\lO^"E FOflMS < (31Jj2I1J'1I100. (600l!,;>1.1:-'1l1 flAG( 1 .' AFHDAVIT OF DEBTS AND/OR DOMICILE STATE OF y-e.nc.'ul..sbYelVrRl'alniSd ..'................--.--} SS ., COUNTY OF ""'~....~m~..'~~......~ , _____...... ~.!>..e.~~"...!.:.... Hewbury__~~._..,__~~____ u.____._.__ or ('o"wrate Hdue.ary Show 1I11e 01 Affiant. and Name alld Address of Corporation) being duly sworn, deposes and says. That he/she resides at __~05 South .3~nd Street City of _.. CRmp~!!gL..._______ ___ County of _..._~e.!~~l~.v..a_'_l..!!.._..._ and is Street, Cumberland ,State of . executor l .W.lkl~.IIi'-lIIIDI_ of Evelvn H. Faller ~y ~ I deceased, who died on 20th day of ,Februa!'L- ,19~. rhat at the time of death the decedent's .321 Reno Street residence and , County of domicile (legal Cumberland residence) was in the City of I and State of Peunsylva..'?-..!!...._._ ,,_ had been the same for the preceding.. ~O the year 19 ~_ ) was filed during the year years; thai the decedent's last Federal incnme tax return (for 19 ~_ 'h II fl I R 'h S f Pennsvlvanis Wit a co eClOT 0 ntema evenue, 10 t e tate 0 "_~__L..__.___~_ _ ; and thst the decedent last voled in the City of __...1!ew G!!.!!!!!~rland _..........___, State of .__ Pe'!~l'Llvani.!'_,_.~___, That Ihe decedent was not at any time during the year prceeding the date of death a resident of or domiciled in any Slate within the United States of America other than the Stale of domicile shown ahove and Ihatthe decedent executed no will or instntment within three years prior to death in which the decedent Slated that he/she was a resident of any other State, Thatlhe deceased WIts not a resideot of Stale of ,_ He..", York ..._.______.._..._,_" That all debts, taxes, claims, funeral and administration expenses and prior legacies payable by the eslate have been paid or provided for; that this amd~vit is made for the purpose of securing the transfer 01' delivery of the following described property owned by decedent at the time of her I his death to n purchaser or the person 01' persons legally entitled thereto under the laws of decedent's domicile and that any apparent inequality in distribution has been satisfied 01' provided for out of other assets in the estate, _____MM..__.____~__________ Or,antit)' SeclIrit)' TItl., Killd & Class ~r Security Qua/llil,l' Security TItle Killd & Class ~r Seellrity -- '.~-~'- Qua/llit,l' Security 71th> Kind & Class of Security Funher these securities were physically located in the City of In the Stale of ,..~..,_... on the date of death. _' nnd S\I';l\fore me this atuteof D,'pollent ~ 'lJJl_mLW~ I/olie (Affix Scul) 9th day of AprH 19_~, PrHlItKlln U,S.'" I .......l I ...... ...._...._~ ~.. J . .,' /1 r1 I /.../ .." Vi /-.,,~ COHHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE c C ~MEAU OF INDIVIDUAL TAXES JHHf.RtTANCt "K DIYISION DtPT. 1I0Ul IiNMUIURQ, PA 1712t-QbOI NOTICE OF INHERITANCE TAX A~PRAISf."ENT, ALLOWANCE OR DISALLOWANCE DF DEDUCTIOHS AND ASSESS"ENT OF TAX DAn: ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 02-16-98 FAGER 02"20-97 21 97-0239 CUMBERLAND 101 [~~_~:AMO~~:_~MIH~. -,] MAKE CHECK PAYABLE AND REHIT PAYHENT TOi REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .... RITAlN LOWER PORTION FOR YOUR RECORDS .... it EV = HiltY-iieu Ii i'P -f eiF 9'ri" NflYi CE- -0'- i:"NHEiii rANC'E .. TAx" A"P PRA-i SEMENr;-AL i. oWANC'E -iili' on - ____m - -........ DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX EVELYN H FILE NO. 21 97-0239 ACN 101 ROBERT H NEWBURV NEWBURY . SHORT 305 S 32ND ST CAMP HILL PA 17011 ESTATE OF FAGER UK RETURN WAS 1 1 X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST .. SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Eat.t. (Sch.dule AJ 2. stocks lInd Bond.. (Sch.dula 8) 3. Clos.ly Held stock/Partnership Int.,...t (Schedule C) 4. Horta.e../Not.. Receivable (Schedule Dl 5. C..h/Bank Deposita/Hlsc, Parsonal Property (Schedule E) 6. Jointly Owned PrQp.rty (Schedule F) 7. Transfa,.. C Schad,.l. G) 8. Tot.l A...ta ( ) CHANGED llJ (2) (5) 14) IS) 161 171 75.000.00 120,746.00 .I!J!.. .00 424,357.52 .00 .00 (B) APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral E~penl.~/AdR. Coata/Hi.c. Exp.n... (Schedule H) 10, Dobh/"odgogtl Llobllltlu/Lion. ISoh.aulo 1) 11. Tot.l Deductiona 12. N.t ValulI! of Tax R.turn 15. Ch.ritabla/Gov.rnn.nt.l B.qu..ta; Non-.lected 9115 Trulta (Sohedule J) 14. tMt Valua of Elt.t. Subjeot 'to Ta)( If an a.....m.nt was i..u.d pr.viou.ly, 1in.. r.fl.ct figur.. that includ. the total of Abb ASSESSHENT OF TAX: 15. A.o....'t of line 14 at S"ou..l rDt. 0.5) 16. A.ount a1 llna 14 hXllbl. at I.lhael/CI... A rate C16) 17. Allount flf Line 14 h)(obl. at CoUet.,..,l/CI... Brat. (17) 18. Prlnolpal T.~ Du. NOTE: TAX CREDITS: PAV"ENT DATE 05-20-97 RECUPT NUHBER AA211322 DISCOUNT (+) INTEREST/PEN PAID 1-) 1,459.fo . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 19) (10) 36,224,87 *' tU.lUI um (It.t" EVEI.VN H .00 Ill,) (12) (15) (14) DATE 02-16-98 HOTE. To In.ur. proper oradl t to your account J lub.lt the upper portion of thl. for. with your ta)( pay...nt, 620 !..~..:E.. ~fi. ."4 87 583.878.65 389.252, 4~ 194.626,21 14, 15 and/or 16, 17 and 18 will r.turn. a......d tu dat.. ,00 .00 29.193,93 Z9,193.93 38.509.70 9,315.77CR ,00 9,315.77CR If TOTAL DUE IS LESS THAN tl. NO PAV"ENT IS REQUIRED. IF TOTAL DUE IS REflECTED AS A "CREDIT" (CR), YOU "AV BE DUE A REfUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. I .00 X .00. .00 x .06. 194.626.21 x .15. I1BJ AI10UNT PAID 37,050-.00 TOTAL TAX CREDIT BALANCE OF TAX DUE lNTEREST AND PEN. --. TOTAL DUE 'I' j. ..,..,',h,t - /' ,,:2 ,. / f{ 9 1(' RESERVATION I Eltet.. of aOldentl'dylng on or be'.r, Uto....r U, 1912 ..- if Iny future Int.r..t In the IItlt,' it trln.f.rred In FOI....lon or ~Joy..nt to Cl.., . (~oll.t.r.l) btntflcl.rl.. of thl d.o.~nt .ft,r t~ ,"plr.tlon of en~ I,tat. for 11'. or for y..r., thl Co.aonM..lth har,by Ixpr...ly r...rvI' the right to appr.J.. and ...... trtn,'.r JAhlrltano. T.~.. at t~ l.wful Cl... I (ootl.tarll) rat. on DnY ,uch future Int.r..t. _01' NOTICE I PAVttENTI REFUND (CRll aBJECTiONS, ADHIH ISTRAilYf COfWECTJDHSI DISCOUNT I PENAL TV I JNTERfSTI To fulfill the requlr"lnt. of haUon 2140 of thl Inh.r!tllnC. and bht. hx Act, Aot n of 1995. (72 P.'. hcUtln 91"0). Detloh nIl 'Cop portion of thlt Notlc. and lubaU wJth your payunt to thl P.ghttr of Will, prlnttd on the r.var.. 11M. ~n"lk. check or lonty ord.r Ply_bl. tOI REOISTER OF MILLS, AGENT A r.fund of a talC ell'.dlt, which WI. nat r.quut.d on the TalC Rlturn, .IY bl raquI.t.d by cOllPlltlno an "Application for Rlfund of Pann'Ylvanh, Inherltancl and E,htl TIIC" (RE"~131S). Appllcatlonl ara l"'IUull It the ,,,flca of thl R.,hter of WHit, any of thl 23 RI"'lnue DJltrlct OffiCII, or by olllllng thl ,plclal 24~hoUr answtrlnu ..rvlce nUlber. far for.. ordtrlng: In Ptnn.ylvanla 1-800-S62-2050, out,ldl Penn,ylvanlu eod within 10081 Harrhbur, Itr.1 (717) '187~8094, TOOl (717) 772-2252 (Hurlng IlIPalred OnlY). Any party In Int.r'lIt not uthU.d with the apprah...nt. .1Iowano. or dllllllowancl of dadu<ltlon., or .....Ment of tllC (InclucUna dh<:ount or lnt.r..t> .. .hown 011 thh Notice .u.t objlct within IIlCty ((,0) dIY' of r'acalpt of th I. MoHe. t1y I ~~wrlttln protl.t to the PA O,plrt.~t of R,..,lnu., Baird of ApPlals, D.pt. 281021, Harrl'~rl, PA 1712'-1021, OR --.Iactlon to h...,5 the .aU" eMterlllnld It ludit cf tha acColUf'tt of the p.rsonal rtpr..ent.Uv., OR --.ppul tl:l thtl OrF/httn.' Court. Factual .rror. dllcov.red on this ft.......nt .hnuld ~a .ddr....d In writln, tOI PA D.part.."t of R.venue, BIJrltu of Ind!vldual Tal<.', ATTNI po.t Auu'''lnt R.vlaw Unit, D.pt. 280601, HarrI.burg, PA 17121~0601 Phon. (717) 787~6505. SM p... 5 of the bookl.t ''In.trucHoo. tor Inh.r1tanc. T.l( Return for e R.tld."t Dacadent" (nE"~15011 for an .lCplln.tlo~ of I~Jnl.tr.tJv.ly corractable .rror., If .,y talC dul 11 p.Jd wHMn thf'.. (3) c.hndar IIOnth. IIfhr the d.c~t". dliath, a fiv. p.rc."t (SX) discount of the tu peld II .llow.d. The 15~ tll< .-nalty non~p.rtlclpatlon panalty II tOllPutld on thl total of the taN end Int.r..t .......d, Ind not p.ld b.far. January 18, 1"6, the flr.t day aft.r the .nd of thl taK aln*.ty p.rlod. Thi, non~p.rtlolp.tlon penalty it appnl.bl. In the .... M'nnlr end In the the .... U.. period III you would appall thl t.1< Md Int.r..t th.t hi' been ....u.d III' Indlult.d on thit ooUc.. Intarut I. charged b.,lnnJ"u with flr.t day of d.Unqulncy, or nJn. (9) .onth. and on. (1) dlY frOll the dat. of death, tu the dlt. of ".ynnt. h)(1I whJch bIe... daUnquant b.for. JanulrY 1, 1982 bI.r lnttrllt It thtlr"~' of ,Il( (6Xl p.rc.nt p.r ~ calculat.d at a dally rat. of .000164. All t.N.. whlQh bRca.. dellnqu.nt on and Iftlr Janu.r~ I, 1981. wJII b.ar IntAr..t at . rat. which will vary frol oal.ndar y..r to eellnd.r y..r wJth that rate announced by thl PA D,part..nt of Revenu.. T~ appllcabl. Int.r..t ratl' for 1982 through 1991 .rl' t!!! l'l!.!r..!.!.t.!!!! O.ily Int.r..t Factor :!!!r lnt"..t R.t. DallY Interut Factor 1982 20X .000541 1987 'X .000247 1985 16i: ,000458 1968-1991 lli( .000501 198, lli: ,000301 1992 'X .0002'" 1985 15:< .000356 1995-1994 'X .000192 1986 10i: .000274 1995~I'98 'X .n00247 uIntar..t It c.lculat.d .. follow'l INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ~~Any Hotic. luuad .ft.r the ta)( baeo... delinquent will raUlelt an lnt.r..t calcuhHon to flfte." (lS) dly. beyond the d.t. of the ........nt. If ~fty~.nt I. .eda aft.r the Intar..t co.put.tlon d.tl .hown on the HotlCI, addltion'l Inter..t au.t hi olloulttad. PA'IllEHT. hteoh the top portion 0'1 thh NoUoe end IIUtMIlt with YOUI' PI)'IIM'It .... payable to the 1_ w.d liddr... print.. on thIl reve,... .1et.. If "'SIDENT Df.caQT ... ct.-ck or IIOM~ orct.,. PIlyllbl. tcu REQISTi:R OF WILLS, AGENT. If tQj-RESlDENT OECElIENT... cheuk or. Il000Y brchr PIlylllbh tOI COMHOHMf.ALTH OF PENNSYLVANIA. REFUICD (CR)l A ..efund of fl ta)( Clr-adlt, lifhlch Nail not r~.ted on the h1x Return, IMy M requut<<l by cOMp!eU"lIII an -Appl1"Uon for Refund of Pw.0,lylvl!lnl. Inhtlritanc. nod Estat. Tax" (Rr.Y"1313). AppHcatlons er. .",,1111b1, at the Dffi.- of the R_htar of ~1Ih, any of the 23 RI\l1IhUe Dilt"rlct Offlc.. or frotl the o.partwnt'. 2it-hour ......ring _,.,,10. rlUIIbers for forMIl ordering: In Pllnnsylvnnl.. 1"aOO-362~2050, outside Pann,ylv."l. IIhd wUhAn 10ce1 Herrbburo ern (717.1 787"3094, TDDI! (117) TfZ"2252 ctluring IIIIp.lr~ only). REPLV TOI Que,Uans regardIng ertnrs conta~nq,d on this noUell should be eddl'....ed to: PA o-pertunt of RevMl!JII, Bur.., of Indlvldulll rex.., ATTN: Post AuasHent R....iew Unit} o.pt. 280601, Harrisburg, PA 17118-QIJDI, pI:'JclnII (717~ 707-6505. DISCOUNT I If MY tal( due h paid wUhin three (3) calendar IIOflths aft.r the deoedont's death, II five perCMlt (5:0 dillcOl.,t of tha tmx paid J. alIGNed. PBU.l TY I TtMl 15:< tex --"st~ non-partleipetlon paoalty is COIIputtld on thll total of the tax and Int.rflat anDued, and not paid before .lMluary HI, 19%, the firlt dfly after the ..00 of the tax .-nesty porlod. INTEREST, Int.r..t is char~ ..."hmh", wHh firlt day of deUnqu.ney, or nllla (I)) ItOOths IIOd one (1) dtly frOM the flit. of death, to th. date of "IIYllW1t. hMa. which baC',eau delinquent before January 1, 1982 beI.r intere.t at the rat. of ab (6X) percWlt pIlIr ~ calculatetl lit II daJiy rate of .000164. ~11 tOM.1I which bltc... Hllnquent on Ind aUa,. ~r)' 1, 1982 ..111 b..r lntlr..t .t a rate which will vllry frOll caltlOdat' year to cIIlennllr ylttlr with thlt rat. ~ by tn. PA Dq,Pllrtunt of R.v.nUII. TtM IIppUcllblf'l interest rates for 1982 through 1998 erll' V..r Int.r..t R.t. Dally Interest Factor Ve.r Int.ru1 Rl!:lt. Dally Inhrllt FKtor 19(12 20X .OOO~f, 1987 'X .000l47 19(1, "'" .OOO4~ 19a8~1991 11:< .000101 19M 1U .000101 '''''2 'X .000247 19as n" . 000156 1993-1994 n .000192 1916 10;( .00027" 1995-1998 'X .000247 ~-Int.rllat hi caloulatlKl .s folltttts: INTEREST = BALAN~ OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ~-Any Notice i..ued efter the t.~ b4~~8S dell~,t wIll reflect en lnt.relt calculation to flft.-n (1&1 deya ~yond ttM date of the ...es....,t. If pa-yNnt h nde aft.r the Jntlll'8iIt cOIIf.IlltaUon dlIIt. thown on the Hotiow, ~ltlonal lntar.lt .ult be calculbted. PUIlPOllEllI' NOTICE I PAYMENT I ReFUND (CRl I oaJECTIDHSl AllllIN- ISlRAlIVE CORRECTIOtIS: PENAllV I INTEREST I To fulfSll the requlr..-nt, of S,Qtion 2146 Ib) of the Inharitanoll ~ Elt.te T.~ Aot, Aat 21 of 199&. (72 P.G. It~tlon 914S), rJ.taoh tha top portion Ctf thh NoUe. Itnd .UbIlIt \lIlth 'lour pft"..nt to t~ R,gittor of Willi p,'lntod on the r.v.r.. .I~. __ Make C1htK1k or .oney oror payebll to I R!OISTER OF HILLS, AOENT. A refund of . t.~ ~redlt "'I be rlque.tlu ~~ oO-Vl1t109 ~l "Ap~llc.tlon for Refund of Penn.ylv~l. IntMrltllN\(lll end f;'.tlt.tf1 Tax" (REY-UUL Applications are IIl/lIllablQ tit the OHICle of the "-ohter of WU1I, any of the es R.VeflUO 01ltrlot OHio.. or frOB the Def.!llrhl8nt's 2r+-!lOur an.w.dng .arl/lcl flUIIbar. for for.. orOtringl In Ptnnlylvanl_ 1~800-56Z~'-050, outside P~nn.ylvllnlll and within 10001 Harrisburg ar.. (717) 787-&094, lOb, lrtlOO-4lt7-50Z0 (Ser"loII for ta>o:p.tvers with sped"l hudng IImd Ipuking nMd,>' Any p.rh In ,inter..t not uthfl"d with tho aUlou.ont of te)( ('11I1 ,hown on this notioe .ay (lbj~t withJn .1~t~ 160J day. of reoelpt of this Hotlo~ by: ~~wr1tt.n prot","t to tha PA Depart.ant of RQvemJa, Uoerd of ApPlle1., Dept. 281021, HarrhburD, PA 171211-1021, OR --.lttatlOSl to he". tM ."ttor tkltRrMlnlild at audit ()f tOll PliIrsonal roprlluntatlve, OR --ltflPolll to the Orph.ns' Court. Factual errurs dIGClov..rod Of! thh usoullont should bo nd-drauAd in writing tal PI. D.part.ant of Rov.nu-, 8uroau of Individual 1a)(05, AnN: Post AIII8n..nt RevillI' Unit, D.pt. l80601, H8rrhburll, PA 17U8-0601, Phono (717) 767-6505. Su paw. !i \,'If tho book lilt "Instruotions for lnhodtanotl Ta)( R_turn for a Rosichtnt Doc.dantH (REV-1SQ11 for nn a)(planatlon of ad~iniBtr8tiv.ly correotabl. errors. Thll IL:I. tal< Hn..ty non-plIIrtldj:lutJon peno!ty is cOllputod em the total of the tall and Intore.t a..aued, and not paid bators January 16, 1996, tl>. flrRt dew !lft"r tlUI .nd of th$ tfll< a.nasty perAlld. This non-partloipation pWlalty ill ~p.141Itblll In thu lo.a .anner IIInd In the the ..a.o U.. period IUi you would appal!ll thta tal< ItOd lnt.rllt th"t has bun ...""..d all .IndJulItud on thls notice. For d.tll' of Math on or aftar 10-3-n, P8t\tlItvlvanlo Estahi Tax based on the Fedoral Estate Ta>o: raturn bflOl)lllu delinquent at tho e)(pirftUon of nlM (01]) .0nthG frolll thll dftto of doath. For data$. of death prior to IO-3~lJI. PannNylvanla Estnto T~)( bued all the r.deral Estato Tax raturn beaOllOs dllllnquant at th8 ltl(plrlltlon of f1lghhuUl (18) Months frCtIll ths datil of death. Taxa. whiah bsODUe delinquent '~for~ Jlllnuar~ 1, IlJS2 bear Jnture.t at the rata of sl>o: (6%) p.roant per an~ oahlulatad lit a dally rot. of .000164. All tal(05 which lleoe," d.lInquent on or 8ftsr Januftry 1, 1982 will HDr l"t.,r..t at a ratu which will varY frolll calondar year to cfl1endar y..r wUh that rate announoed by tM PA lllJPart.aot of R.v.nue. Ths IIlPpllmlblfl Intsl'lIst rfttes for IlJa2 through 1991J arel Vear lnt.rut Rat" Dally Interut fectol' Vaal' Interut Rate Daily Int.rut Faotor 1962 ZOi: .000S4l\ 19a3~1991 11% .000301 1983 16:1. .000458 1992 9:1. ,000247 1984 lli': .000301 199!d994 n .000192 1985 13i: .000:SSb 199~-19911 9:1. .01'0l47 1966 10i: .000274 1999 7i: .000192 1981 9% ,000247 lOOO 8:1. .000l19 utiLer,st 15 ('llONbflltad itS hlllmfsl DAILY INTEREST FACTOR IN E T . BA A E OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X ~~AnY Notloa Juuod IIftsr the tal( b4tCOIIlIS delinquent ",Hl r.fhlot IIn Into,...t oaloulatlon to flftHn (1S) cht~s bIIyond tho dab of tho 1I.......nt. If pay.ant is nado fllfter the int_r..t oOllPutlltion dote .hown on thfl NottOR, Ilddltlonflli int.r.lt 1HJ1It bo c(lloulatad. PtJIIPOSEOf NOTICE I PAYMENT I .,.0+"......--..... ,. .....~., To fulfill thA rlqulreaent. of S'ct~on 2146 (bl of the lnh,rltance and Elt,t, T.~ Aot, Act 21 of 1996. (72 P.S. hotlon 9145). ht.eh the top portJon of this Notlol and lublth with your plynot to the Righter of Willi printed on it. rlv.r.. .Ide. -- HIIk, chlok or lIIoney order peyable tOl REGISTER OF MILLS, AOEN'l'. REfUND (eM)1 A refund of . tax oredlt ..y b. reque.tld by GOIPI.tlng an "Applloatlnn for Refund of Pfnn'Ylvln18 Inherltanc. and E.tgt, llx" (REV~1513). ApplIcation, IrQ IVlllable at the OfficI of the RIgIstlr of MIIII, .ny of the 23 R.venue Dhtrlot OHio.. or frGIII the Dlpart..nt's 24-hour enl"'lrlng urvla. maber. for for.. ordlrln,u In PennSYlvania 1~800-36Z~2050, out.ld. Plnn.ylvanla and within looal Harrl'burg at.. (717) 187~a094, Servic.. for t.~p.Y.r. with .p.c\al h..rlng and .peaking needs I 1~&00~447~3020 (TT only). OBJECTlOHS I ADttIHw ISTRATJVE CORRECTIONS I PENALTY I INTEREST I Any plrty in int.rut not IIlthfled with the bI......nt of tax 8R shown on thh notic. .ay objlct within abty (60) daYII of ,.,cllpt of thh Notlcl hYI ~~writtln prot..t to the PA D.part..nt of Revenue, Board of Appeals, Dept. 2blOZl, Harri.burg, PA 17IZ8-1021, OR -~.18ct1ng to hllva the ,Ut.r dllterained at ftudit of thlt p.rsonnl rlpr..entativ., OR ~~appIII to thll orphens' Court ' Flctual orror. dlwoovor.d on thl, "'I'I.ont .hould be addr.ssed In writing tal PA Oepart-.nt of Rlvenue, Bureau of Individual 'ax.., A1THl Po.t A....I..nt Rlvla.. Unit, Dlpt. 280601, Harrl.burg, PA 17126~0601, Phone (717) 7a7~6S0S. S.. page 5 of thl bock let "Instruotlon. for Inherltanoe l.~ Return for a Rllld.nt Dlcldent" (RfVwI501) for an .~plan.tlon of Idalnistratlvlly correctabll errors. Thl 15% ta~ IIIlf1l1ty non-participation panalty II cOlIPuted on the total of thll tax and Interllt .......d, and not paid blfor. January 18, 1996, the flrlllt day aft.r tho .nd of thll ta~ unuty periOd. Thh nnn~parUolpat1ofl penalty 1. epp.alable In tho ,... ~ann.r and In the the .,.a t~.e perIod a. YOU would app..l thl ta~ and Intar..t that hat b..n an......d III Indlcat.d on this noUea. AdditlQnal Plnn.ylvania Est.ta Tfl~ .......d as a result of 8 change on the Fed&r~l ~.t.te Ta~ olo,lng lettar blCoallk delinquent .t tho .~plratlon of one (1) eanth frOM the data the final notice of the Incr.... In fQderal E.tate T.~ is r.celvod. T.we, which bec... ~llnquGnt be for. January 1, 19&2 bear Intere.t at the rat. of SiN (6~) parcent per annul ctdcllletad at. dally rate of .000164. All ta~" which bec..e d.LJnquent on or after January 1, 1982 w111 b..r lntare.t et . rata whioh wll) vary fro. oalandar ya.r to cal.ndar year wlth that rata announc.d by the ~A ttoplrt..nt of R.v~. ThI Itppllcabl. lntarast r"t.. for 1982 through 2000 arel ~~ Inter..t Rat_ bally Int.r~.t Factor !2r Inter..t Rate O.ih Interast factor 1982 20;( .001l!i~& 198b~199) 11:< .000301 1965 ~6~ .000458 1992 9% ,000241 1984 11;( .00030) 1993wlQ94 7f. .000192 1965 15% .000356 199!i-1996 9:< .000247 1916 10): .000274 1999 7X .000IY.:? 1911 9% .000247 200(1 a:< .000219 iri~~L,,,t .I'B1~:Ublt'gF.H~'\rN'~bD X NUnBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR uMY HoUcu h.IHtd aftar the tllN b.co.os dallnqu.nt will refhll01 IIn Jnt.ra.1 c~lculatloll to flfttln <1S) days bIlYCind th. data of the allS,"""1. If pfly..nt is .ada IIftar thl lntarut cOlIPuteUon data .hown on the Hotlc.., IKkIltioolll Intera.t 1lU.1 be olllcuh1.d. l'lE~UBL~ SHORT C<<fIlTI'tIO ,"UIIL.IC: ACCOUN,."tojU 04-10-97 04-10-97 04-14-97 04-14-97 04"14-97 04-21-97 04-21-97 04-21.-97 04-21-97 04-21-97 04-25-97 04-25-97 05-20-97 05-20-97 05-27-97 06-23-97 06-23-97 06-25-97 06-30-97 07-02-97 07-15-97 08-26-97 11-03-97 11-20-97 11-20-97 11-21-97 01-06-98 05-30-98 10-14-98 11-16-98 12-15-98 PRINCIPAL DISBURSEMENTS Cumberland County Register of Wills - Probate Fees " " " Additional Short Certificates Stone &. Murray Funeral Home - Funeral Expenses Internal Revenue Service - 1996 Federal Income Tax Return PA Dept. of Revenue - 1996 State Income Tax Return P.P.&L. Co. - Feb &. Mar 1997 Electric Bill Bell Atlantic - PA .. Feb & Mar 1997 Phone Bill U,G.I, Utilities, Inc, - Feb & Mar 1997 Heating Bill PA American Water Co, Robin Gasperetti, Tax Collector _ Real Estate Taxes Newbury & Short, CPA's - Preparation of 1996 Federal & State Tax Returns Borough of New Cumberland - Sewer & Trash Bell Atlantic - PA - April 1997 Phone Bill Register of Wills - Agent - PA State Inheritance Tax Stone & Murray Funeral Home _ Death Certificates BeLl Atlantic - PA - Final Bill PA Water Co, - Final Bill P.P,&L. Co. - Final Bill George C, Clauser, BRA - Property Appraisal A.T,&T. - Telephone Lease Final Bill Claude C, Wolfe Associates - Real Estate Commi.ssion U. G. I. Util ities, Inc. - Final Bill Brachendorf Memorials - Down Payment on Headstone Stone, Lafaver & Stone - Legal Fees Register of Wills - Filing Fee Reserve for Robert M. Newbury, Executor Fees Reserve for Robert M. Newbury, Executor Fees Brachendorf Memorials - Balance Due on Headstone PA Dept of Revenue - 1997 Final Income Tax Return Newbury & Short, CPA's - Preparation of Final Federal & State Personal Income Tax Returns for 1997 & Federal 1041 & PA 41 Estate Tax Returns for the periOd ended Jan. 31, 1998 PA Dept of Revenue - Additional PA State Tax Due Dauphin Deposit Bank - Bank Charges $ 356.50 30.00 5,226.00 993,00 251.00 42.24 32.48 179.11 45.59 191.13 750.00 55.71 10.80 37,050.00 32.75 3.18 26.42 26.40 250.00 9.50 1,500,00 338.76 1,000.00 2,505.20 15.00 6,562.00 12,041.10 1,751.00 97.00 1,175.00 28.63 20.00 S 72.595.50 ~EWBURY ~)HORI C.",TI,.IIO ~U.l.IC ACCOUNT "NTa 11-24-97 " " " " " " " " " " " " " " 12-01-97 12-18-97 01-02-98 01-20-98 02 -02-98 (J2-1B-98 03-02-98 04-01-98 05-01-98 06-01-98 07-01-98 08-03-98 09-01-98 10-01-98 11-02-98 12-08-98 12-15-98 01-15-99 02-12-99 03-17-99 05-23-97 06-30-97 07-03-97 07-03-97 09-15-97 09-17-97 12-22-97 12-22-97 12-22-97 First Church of God - Residuary Cash Bequest New Cumberland Fire Co. -" " Robert M. Newbury - " " First Church of God - Residuary Bequest - Home Located at 321 Reno St" New Cumberland, PA New Cumberland Fire Co. - Residuary Cash Bequest Robert M. Newbury -" " First Church of God - " New Cumberland Fire Co. - Robert M. Newbury - Fulton Bank - C.D, Interest tl It II" " II II It Corestates Bank - C.D, Interest It II II II " " " " " " " " " " " " Dauphin Deposit Bank - Estate Alc Interest PNC Bank - Checking A/C Interest Dauphin Deposit Bank - Estate AIC Interest PNC Bank - Checking Ale Interest Dauphin Deposit Bank - Estate A/C Interest PNC Bank - Checking AIC Interest Dauphin Deposit Bank - Estate A/C Interest II II II " " " " " " " " " " " " " " " " " " " " " U,S. Treasury - Interest on Tax Deposit Refund Dauphin Deposit Bank - Estate AIC Ipterest It II II It " " " " " " " " ADVANCE DISBURSEMENTS " " " " " TOTAL ADVANCE DISBURSEMENTS $ 18.19 25,42 17,58 40.82 40.96 39.50 39.65 40.82 698.53 16.72 991.22 18.41 307.63 7.27 321. 91 351,71 350,46 357,13 338,08 373.10 323.12 332.62 343,46 68,00 450,59 351,77 318.86 377.02, .s.- 16 J ~89. 12 $ 10,000.00 10/000.00 10/000.00 75/000.00 75/000.00 75,000,00 75/000.00 75/000.00 75,000.00 $480.000.00