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HomeMy WebLinkAbout97-00390 BollI/Ie of .1)0 L(,,-L1lY "I, ~k I ,;lIlgl1 I In al.w known II.\' "'____ PETiTION Jo'()J{ PIWnATE alld C;nANT OF LETTEHS oiL . liL:,;::JL~~__ No, To: Roghter of Wills for the IJI'r'('ilwll, County of ~,(lulllhf.:J:lJu1.Cl.. In the Socllll Se~~rl'-~N~;:2J)<),-J(,:'I;U () .. Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Yout petitloner(sj, who Is/arc IH years of age or older an the exccuLQ.l:,S In the last will of the above decedent, dated _..J\I_Q.Y9mb.Qr~L__. , 1Cllt<<~(iS~ ll4it'd ____,__,__'_,___"....._ ..,..,_,..,. .__....__~___~__.. _ Mmed ,19...'iQ...... (~llHe relevallt dr<:lIl1l$tf\n<:~s, ('.g. rcnullchu!OIl, dellth of executor, etc.) Deeendeat was domiciled al death In ,-,.--.-SU~.Q..rl.r nd __._,. CountYhPennsylvanla, with hJiU:.. last family or rrlndral residence at 2~_We Js!;.e.r Street. I,;arllsle BO~OUglJ..L.,Cumfu:,L~~I~:ounty , JYennsY1 \lnnT n. (ll.~l mccl, number and mUlldpallty) Decendent, (hen ..,4,-- yeurs of ns.e. died ,.....__.t\_I?IJU_____, 19 97 at..2J.2..1le btl.tQX_SLree.t...__CJ.1Xl 1 S ~-,--..r..cnns 'iLv.rJ n1 n . . Except as follows, decedellt did not marry. was not divorced and did not have a child born or adopted after execution of (he will offered for probale; was not the victim of a killing and was never adjudicated Incompetent: __D_Q...<;2{C"l't i on . . ___-'--_ ,.__ , Decendent at death owned property with estimated vulues as follows: (If domldled In Pu,) All personal property (If not domiciled in Po,) Personal propeny In Pennsylvania (If not domiciled in Pa,) Personal property In County Value of teal estate in Pennsylvania situated as follows: .,...__)..l.2..,.1!.g.J?ster Street. Carli sle , $ 5.000.00 $ nLa $_ nfa $_.5.5".000.00 Pennsylvania WHEREFORE, petitioner(,) respectfully request(s) the probate of the last will IlllU<mxt:irIlEt;)< p,"'ented herewith and the grant of letters.IgE-.!.amentary (tclilllmentaIY; ndmlni'ltri\tlon C,LU'I ildmlf\l~trallon d,b,lu;,t.a,) t~eron, 13 ~ J1 blil~ --------, iI .~Ll~l~~l ~p~f~~;;:~:' 12608 ... ~'o ! iil ~ (?1Zld~~ " _J<k I. '111& --= -W'L Bl~~ervi\,le Road New.Yl1IQ;~.l)A~__~' 1724[--= , .. ~"...._~. ~_. . _.._._......__._----~._.~----- ...~.._._.M.__.,__.~_~___.. ..._ OATH OF PEHSONAL REPRESENTATIVE ~g~~I~N~:~~~~~~~J:~~I;):.J;~~~~Yl~~~~IA_ } 88 The petitioner(s) aboye,mwv:d sw~ar(n or al'firm(s) Ihm the statements in the foregoing petition are true and correct to Ih<' bell of the knowledge and beli"" of petitioner(,) and that us personal represen' tative(s) of the above <\(occdell' petitiorwr(s) will well and truly administer the e, te aecordlog to law, Sworn to or affi"Iwd Il):d !iubscribed .,~;<-::::'r #...:'~(~__ __..,. C'l bel' 01(' mA ;~if C-615-c---~ d~7 of 1 '-D1cU-~--e,..2 - 9 1l21--=: ] ~r-~~-!;":"'f~~7!. u'-,1-'0.,}.9tc" .. '1L.:..L/7JJ-4:.tWfj)!~..--- ~ ~ ~~~. _Ji~;~-{;/~~';:;~;::;;.,.-----==- ..====== 2 IG_1rll-1 'I " I, , , ! I - :Iir iii! 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Mcl,AUGHLIN , widow, currel"\tly of Cadisle Borough, Oumberland County, Pennsylvania, do make, publish and declare this instrument to be my Will, hereby revoking and making void any and ,all former Wills and Codidls by me at any time heretofore made. FIRST - I direct my personal representative(sJ hereinafter named to pay all lawful debts, unpaid funeral expenses and estate ad- ministration costs as soon as may be conveniently done after my death and further to pay, without right of reimbursement or apportionment and .s part of the expense of administering my estate, all federal, state and other taxes (together with all penalties and interest there- on) payable with respect to property which is subject to taxation by reason of my death and whi~h is included as part of my gross estate for the purpose of any such tax, whether such property passes under my Will or forms part of my non-probate estate. SECOND - I give, devise and bequeath all the re~idue ~~ my estate, real and personal, in equal shares, as follows: (a) One (1) share thereof to my son, LEO C. McLAUGHLIN, if he survives me or, if he fails to sur- vive me, then to his surViving issue, per stirpes; and (b) One (1) share thereof to my son, WAYNg R. McLAUGHLIN, if he survives me or, if he fails to sur- vive me, then to his surviving issue, per stirpes. LASTLY - I appoint LEO C. McLAUGHLIN and WAYNE R. McLAUGHLIN to be the Executors of my Will. I direct that no personal representa- tive named herein shall be required to furnish bond or other security in any jurisdiction. 1f.;ni m. LAW OI"lCla !.l. ~OHL~~WilTOWN' 'ENNA, 1'0<< 00.11, Ii' \ . Inventory of the real and personal estate of . ___QO ROl!iL,,l-,__~!, LA lie H LULL. ....~._~__ deoeased ......:;:..~_..~:::.:.:~,;::::;:..-";;;7:;::~. PERSONAL ESTAT~ (Cont'd) 9. Private sales of Household Furniture and Furnishings 10. 1987 Oldsmobile Ciera automobile TOTAL PERSONAL ESTATE - REAL ESTATE 1. ALL those two tracts of land in the F'irst Ward o.f the Borough of Carlisle, Cumberland County, Pennsylvania, bounded and described as follows: TRACT NO~1 Bounded and described as followsl On the North by an alley; On the East by land now or formerly of J, E. Ditzel; On the South by Webster Street; and On the West by land formerly of Eppley, now Tract No. 2 hereof. FRONTING forty (40) feet on Webster Street and extending in depth at an even width One Hundred Five (105) feet, and having erected thereon a dwelling known as No. 239 Webster Street. BEING Lot No, 22 on a certain plan of lots known as Henderson Addition, said plan being recorded in the Office of the Recorder of Deeds for Cumberland County, Pennsyl- vania, in Plan Book No, 2, page 27, TRACT NO.2: All that certain vacant lot of land having a frontage of Forty (40) feet on Webster Street (hereto- fore referred to as Webster Avenue) and extending in depth at an even width One Hundred Five (105) feet; being located in the First Ward of the Borough of CarliSle, Cumberland County, Pennsylvania, and being known and numbered as Lot 21 on the plan of lots laid out and known as "Henderson Addition" as recorded in the Office of the Recorder of Deeds for Cumberland County in Plan Book No. 2, page 27; bounded on the East by Tract No, 1 hereof, on the South by Webster Street, on the West by lot now or formerly of Sue A. Gries and on the North b{a sixteen (16) foot alley, ' Both Tract No, 1 and Tract No, 2 are identified as Cumberland County Tax Card No, 02-20-1800-121. For record chain of title, see Deed recorded in Cumber- land County Deed/Record Book No. K28, page 161, and death of Ralph C. McLaughlin on March 10, 1987. TOTAL REAL ESTJI.TE - REAL ESTATE OllTS IIlE OF THI\ COMMON\>JI\AJ.TH None $9,923 20 - - \ I i : , . .' Inventory 01 the real and personal estate of __,..J!W,\QILLY..,c1, .Me I ,i\l1<UI1JN.. ." deceased __ __'~'___"_~'_'~"'._ _r_ _____~~...._.w_... _ "_~__--"-"-""-_~~m'_."'_T_____"_~ E.ERSpNAL 1j:S'rATE 1, PNC Bank, N. A., Checking Account No. 5140187666 Accrued interest to date of death 2. PNC Bank, N. A" Certificate of Deposit No, 31500058924 Aocrued interest to date of death 3, Mellon Bank, N. A., Growth Certificate No. 190-080-153-C Accrued interest to date of death 4. Union Bankers Insurance Company, refund of unused premium upon cancellation of Policy No. 4799465 5. The United Telephone Company of Pennsylvania (sprint); refund upon cancellation of' service , ,,'I 6, Farmers Mutual Insurance Company, refund of unused premium upon cancellation of supplemental health insurance policy 7, Marianne P. Cowling, purchaser of real estate, reimburse- ment for prorated share of 1997 County-Borough Real Estate Taxes 8, Household Furniture and Furnishings for distribution in kind as follows: AT&T cordless phone ($35.00), Zenith television ($50.00), Pioneer stereo ($75.00), Ceramic table-top lamp w/fabric shade ($15.00), RCA VCR ($50.00), Toshiba boom box ($15.00), two-step aluminum ladder ($10.00), West Bend multipurpose cooker ($10.00), Rival crock pot ($10,00), black steamer trunk ($20.00), cedar chest ($35.00), Craftsman blower/vac ($25.00), Craftsman Shop Vac ($25.00), bedroom suite w/single bed, dresser w/mirror and 4-drawer chest ($100.00), ceramic Dickens Christmas Village ($200.00), ceramic Emmit Kelly Clown figures ($200.00), Sears portable heater ($10,00) and portable sewing machine ($25.00) Oval wall mirror ($15.00), Lazy Boy recliner ($50.00), brass floor lamp w/fabric shade ($15.00), Kenmore up- right vacuum ($25.00), drop leaf table w/insert ($100.00), 4 folding chairs w/vinyl seats ($40.00), GE thermal carafe coffee maker ($10.00), Hamllton Beach mixer w/2 stainless steel bowls ($25.00), Toastmaster toaster ($10.00), Hurricane style amber lamp ($10.00), dehumidifier ($25.00) and air conditioner ($50.00) ".'._.... ._.'___r_._...__,__ ~_.____n_._ __ $1,723 61 1 01 2,500 00 5 58 1,00 00 12 61 70 16 44 91 00 8 79 91 00 37 00 , , .. 'c..., COMMONWEALTH OF PlNNSYLVANIA COUNTY OF CUM.ERLAND PI u:o (,. ~1c J.AlI(;IIJ.1 N IInd Wt\ YNI'; Ie Md,AUGHl, L~..~ o......~, .,._'.~"_,....._ .. .ccordlng to I.w. depoltl .nd "Y' thet th.Y..,.,aJ:.(;L.Ll1lL,C;X.lH.:.Utofli. 01 tho E.tet. 01 I)O.lWTHY .J. .MJ;;.l.AUQJi1.1N...._ .__...0.... ., I t 1 ell d j s Ie BonHlII.h Cumb.rl. d Cou ty P. d.o d d th t th . 0 0 ' . LEO C. McLAllGHtIN'iiiicl-' n n", ,It...n · · within Is .n Inv.ntory m.d. by WAYNE K..McLAUCHLIN 0_ ,., _, ..,..._, the ..ld....J:Js.Q~Ut;j.lJ::Ji_n__ 01 the .ntlro Olt.to 01 ..Id d.c.dent, conllltlng 01 .11 the p.rlon.1 prop.rly .nd r..1 o.t.to, tKcapt r..1 ..ht. ouhld. the Commcnw..lth 01 P.nnlyl,'.nl., .nd that the Ilgur.1 oppollt. ..ch It.m of the Inv.ntory r.pr...n It'l 1.lr v.lu. .1 01 the d.t. 01 d.c.dent'l de.th. _Y/ (1)~ ( 2,Ja<Ll.L. It:.. .tU/. / htcutorHo (1) 13 Alicia Circle . ~inIUcJ1,g_~.Q.r l!J.&.J.J'A_t9.~_,.,. (2) 129 Rolo Court "._.Ji(,! cc.ha n i c H,bul"ih....P.!LJ-.IQ.2.L.o._... Add,... being duly , __~~.;(I.l-IJ l;.Q..,_____ .nd lublcrlbed bolore Ole, .,19_~~_ NoIIftII8MI ,.. A. z.m.t. HeMry PubIc lllrIbM Twp., Adame County 'fly CommlIllon EJIires Mard119. 2001 Member, p(Jfln~:~vnni!'\ ASSCCi~~'j,", (I t' :",1 :s Date 01 O..th ~,', .Jl..9,~,...~_.....o.o_.___Apl"1L...~,__ OIY Month 1997 v.., INSTRUCTIONS Q I, An Inventory mull b. fiI.d within thr.. monthl .It.r .ppolntm.nt 01 p'rlonal rapr...n~~, 2. A luppl.m.nt Inv.ntory mu.t b. fil.d within thirty daYI 01 dlleov.ry 01 .ddltlon.1 all'~ ,~. 3. Additional .heeh may b. attached II to p.rsonalty or r.alty " 4, S.. Artlcl. IV, Flduclari.. Act 01 1949. ~ F:: l~ '.;i,'i-:1 h :U'(' ;'1;:. ::". ~ ." N W N _..\ ;':)1":' iilo - . .d 1 ~ z 0 ~ H ;:l 0'> ~ i...l 0 C') ::x:: l-o .. 0 ~ ~ t.5 0 ~ . 0 ~ UJ :;ij ~ Q 01 " I j!: -' u. i. .e ~ "- i...l <lJ 0'> LU u. -' ~ 0 () .... ~ 0'> 0 ~ '" ;:;:: f/l i ..... ~ ..-j o Q . .... - ~ ~ " I< IS 0 co ... z ... ~ U 'Il " ~I . ... ] 0 ~I .. E 1 .... ... 0 ~I j 0 it 0 ... il! ~ I:; ~g t-'~ o o ~ I fJ I -; '). ) REV..1500 INHERITANCE TAX RETURN RESIDENT DECEDENT :l 9 0 c'- t'.'/llIlfX'llt,') .J~t COM~OtI~SYlVANIA [JI'PAR1MiJH OF RfVfNUI DIP' l~lIW' , " OECEl!H{f'S HAM!' (LAST, rlR8t ANn !,jl(llllr INIHAlI ~"' tin ~'d kl MV.. ilKIfdl FLIl NUlI8f.R 2 1 9 7 o 0 ~ III o W o W o ~lcL^UGII LIN DOHO'1' flY J 6OClA1SfCURITYNl,tIOf'R (lATE Of D~^'1t DATE Of BIRHt 209-12"811604/09/1997 (Ii APlflICA8lf.) SlIRVlVlNO SPOUSE'S HMlli (lA.'il, fIIlS!,,IJ/O MIDDlE INitIAL) SOCiAlSffiJAIIY t1W8E!R Il/n 09/26/1925 IHIS RETURN lflISllIli FILED IN OOPLICA IE wITIlTifE REGISTER OF WillS rn 1 Or~lnal R.tum 0 2, Supplemental Rstum 0 3, Rem.lnd., R.tum 1""01"" "",. r1-l18') o 4,lImlted Estat. 0 4s, Fulure Int.re,ICampromlse ,...........",",121 0 5, F.d.ral Estat.I., Ralum R.qulrlld rn 6 Deced.nt Died T.stat.,_",,,,..., 0 7, Deced.nt Maintained a Living lrust ,_",,,,011..'" Q.. 6 Total Number 01 S.f. Deposit Bo'.' o 9,LltJgallon Proceeds Rscelved 010, Spousal Pov.rtyCrR'lIt '...01...._' 11,3',91 1M IHI' P 11, ElecIlon 10 tax under See 9113(AIiAlla:" 5<" OJ THIS SECTION MUST BE! COMPLE!TE!D. ALL CORRESPONDE!NCE! AND CONPIDENTIAL TAX INFORMATION SHOULD BE DIRECTE!D TO: N.AM(; COOPlE're UAjLlNO ADOREt.S Richard M. Mohler, Attorney HRMNAAle (lfAppliealll6) Richard M Mo -!&1;:. l,aw office TELEPHQNE.NLlABER 14 South Main street Lewistown, PA pQ1044 . ..::~ ~ ::;1, :0 :om {he) z o 3 :J l: ~ o ~ " '-" (1) 8 3 , 0 0 0 0 0 F (2) I N (3) '0 . N ;, (4) , -or (~j ;J;>;l N (5) ,9 , 9 2 3 2 0 (6) (7) .rh)i'; 1, Re.1 Estat. (Sch.dule A) 2, Stocks and Bonds (Sclredule B) 3, CIose~ Held Cerpcratlon,P.rtnershlp or Sole,Propn.tershlp 4, Morlg.g.. & Nel.. Receivable (Schedule D) 5, C.,h, Bank Deposits & MOcellaneous P.rsonal Preperty (Sc!leduIeE) 6, Jolnlly OWned Properly (Sch.dule F) 7, Int.r,Vlva, Tran,f.rs & Miscellaneous Non,Probate Property (ScIr.dule G or L) 8, TotAl Gro.. A..els (total Line. 1,7) g, Funeral Expenses & Aamln~tratlve Co,~ (Schedule H) (9) 10, Deb~ of D.cedenl, Morlgag. Liabilities, & Liens (Schedule I) (10) 11, lolel Deduction. (to!dILln.. 9 & 10) 010 - (6) 17,55353 92,923.20 x ,0 (11) "1 (12) (13) - (14) (16) (16) (17) (18) 1 8 1 7, 5 5 3 5 3 5 , '3 6 o 12, NetVelue ef E.let, (line 6 minus Lhl.l1) 13, Ch,ntable and Gov.mmental Baqu.slslSee 9113 Trusls for which an elecllen to lax has not boon m.d.(Schedule J) 14, Net V.lue Subject to lox (line 12 minus I.lne 13) 15, Amount of Une 14 taxable althe spousalta".,e , , S.elnstructJon, on rav.rse skle for sppllcable percenleg. 16 Amount of line 14 taxable .t6% rale 7 5, 3 6 9 . (, 7 17, Amount of line 14 taxable at 15% rate 7 967 0.0 0 75,369 6 7 4, 5 2 2 1 8 x ,1JI3 x ,15 18. Tax Due 4, 5 2 2 19, DATE I. th'l/98' DATE ' ~J,2f/9!? Decedent's Complete Address:, ,,1T<fiTIiil,[1f;T u_u _u - ==-~ "~~~:~'::,=,:E="~~ -~ --:=r''''IA ...-;-~; Tax Payments and Credits: 1, Tax Due (Page 1 Une18) 2, Credlts/paymenls A, Spousal poverty Credll 8, Prior paymenls C, Dlscounl (I) 4.522.lB -4. Cj()O,Q_Q_ _~o.o.<QD--- Telat Credits (A + 8 + C) (2) 4".90.0.00._ 3, InteresVPenalty If applicable O,lnferest E, Penalty -- 00.00 377.82 TotallnleresVPenally (0 + E ) (3) 4, .If line 21s grealer then line 1 + line 3, enter Ihe difference This Is the OVERPAYMENT, Check box en Plge 1 line 19to raqutlte retund (41 5, If line 1 + line 31s greater than Ilna 2, enlel' the dlfforence 1 his I. Ill. TAX DUE, (5) A, Enler Ihe Intarest on Ihe tax due (5A) 8, Enler the lolal 01 Une 5 + 5A. This Is Ihe BALANCE: OUE, (58) Make Check Pa able to: REGISTER OF WILLS, AGM 00 00 00.00 00.00 PLEASE A/ISWER THE FOLLOWING QUESTtONS BY PLI\CING I\N "X" tN iHE I\PPROPRII\TE BLOCKS 1, Old decedent me.ke a transfer and: Yes a, retain the use or Income of the property transferred,........,.... ,.. 0 b, retain the rlgl11 to designate wl10 sl,elluso the proportV transfOMd pI' Its inCOI11B', ........",..' ,0 c, retain a reversionary Interest: or.... ".. [J d, rec,elve Ihe promise for life of elthor payments, benefit. or care? ....,.... ," .... ........,....' [J 2, If deett, occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate cor<\ideration? If death occurred after December 12, 1982, did decedent transfer property wiihln one year of dealh without receiving adequate consideration?.. ..' ......""..,.., .. .."""......,.. ..' [J 3, Old decedent own an "In trust for" or payable upon death bank account or securltV ~~m~~~~ [J 4, Old decedent own an Individual retirement account, annuity, or olher non,probate propertV?' .. 0 No lil lil lil @ Ii! ~ IX] IF THE ANSWER TO ANY OF THE I\BOVE QUESTIONS tS YES, YOU MUST COMPL.ETE SCHEDUL.E G I\ND FILE IT AS PI\RT OF THE RETURN , ".". . ,_~~MJI1~.1lJlh,l,:.~..'.m 72 P,S, 99116 (a) (1.1) (i) provided for the reduction of the tax rate Imposed on Ihe nel value of transfers to orlor the use of the sUlVlvlng spouse from 6% to 3% fm dates of death on or aHer JulV 1, 1994 and before January 1, 1995 72 P,S, \l91 '16 (a) (1,1) (il) provided for the reduction olthe rate imposed on the net value of transfers to or for the use of the sUlVlvlng spouse from 3% to 0% for dates of death on or after Januarv 1, 1995 TI1e statule gQ~sJlr!L~~~mPt a transfer to a slllVlvlng spouse from tax, and the stalulory requiremenls for disclosure of a..els and filing 8 tax return are sllll applicable even Il the surviving spouse Is the only benefielarv, FOR OI\TES OF DEATH ON OR AFTER JANUI\RY 1,1995' Ploase answer the tollowln(l question by placing an "x" In the appropriate space, Old tbe decedent create a trust 01 similar arrangement which Is solely for the sUlVlvlng spouse's benefit lor his or her entire lifetime? Yes Ll No U Il you answered Ves to the above question, the tax on the trusl or similar arrangement Is postponed until the death of the second spouse, al wt11ch time It wilt be fullV taxable at the rate(s) applicable to the remf,lndar beneficiary(les), Ent'" Ihe value of the trust on Schedule ,\, Part \I, 10 order to wrnove It from the calculation of the lax due In this estate You may wish to file Schedule 0 In order to make the eleclion available under Section 9113 Il tha election is made, the trust or similar arrangement Is taxed In the estate of the first decedent spouse, tl1e portion of the trust. or similar arrangemenl which benetlts the sUlVlvlng spouse Is taxed at the zero tax rate, end the remainder Is taxed at the rale(s) applicable to the remainder beneficlary(ien), If Vou choose 10 mak(j the election, you must attach Schedule 0 10 a tlmely,flled tax r~turn, along with Schedule(s) K andlor M In order to show tne apportionment of the trusl or similar arrangoment between Ihe sUlVlving spouse and the remainder beneflclary(i"s) , , IItv-I,02 flU (D.8.~1 ~;~ l'OMM.Ot'lWUU1I1 <H I'HUil,ylV'AlHA IWt[flHAt~U '^1I IlIlIJlHl Rl'!lHlHil tHCfotrll SCHEDULE A REAL ESTATE ESTATE OF FIll NUMBER DOROTHY J. McLAUGHLIN 21-97-0390 IPr.p.rly 1.1.'ty..w..d wllh Rluhl.' Survlv.uhlp mu,1 h. di"I...d.. S,h.dul. FI All r..I..,.,. .h.uld b. rop.rtod.t f.lr m.,k.1 v.lu. which I. d.fI..d ..th. ptln.1 which pr.p.,ty w.uld b. ..ch..,.d b.,w".. willi., buyOl ..d. willi., ..11." ..lIh., b.I., c.mp.U.d t. buy ., ..11. b.lh havl., I......bl. k..wl.d,. .f Ih. rol,v..1 f."., ITEM NUMBER DESCRIPTION VALUE AT llATE OF DE A,TH 1. I I ALL those two tracts of land in the First Ward of ~he Borough of Carlisle, Cumberland County, Pennsyl- ~ania, bounded and described as followSl -11 Bounded and described as follows: On the North by an alley; On the East by land now or formerly of J, E, Ditzel; On the South by Webster Street; and On the West by land formerly of Eppley, noW Tract No.2 hereof. FRONTING forty (40) feet on Webster Street and xtending in depth at an even width One Hundred Five (105) feet, and having erected thereon a dwelling nown as No. 239 Webster Street. BEING Lot No. 22 on a certain plan of lots known as anderson Addition, said plan being recorded in the ffice of the Recorder of Deeds for Cumberland ounty, Pennsylvania, in Plan Book No.2, page 27. TRACT NO.2: All that certain vacant lot of land having a frontage of Forty (40) feet on Webster Street (hereto-fore referred to as Webster Avenue) and extending in depth at an even width One Hundred Five (105) feet; being located in the First Ward of the Borough of Carlisle, Cumberland County, Pennsylvania, and being known and numbered as Lot 21 on the plan of lots laid out and known as "Henderson Addition" as tecorded in the Office of the Recorder of Deeds for Cumberland County in plan Book No, 2, page 27; bounded on the East by Tract No. 1 hereof, on the South by Webster Street, on the West by lot now or formerly of Sue A. Gries and on the North by a sixteen (16) foot alley. Both Tract No. 1 and Tract No, 2 are identified ae Cumberland County Tax Card No. 02-20-1800-121. For record chain of title, Bee Deed recorded in Cumberland County Deed/Record Book No. K28, page 161, and death of Ralph C. McLaughlin on March 10, 1987. $83,000.00 TOTAlIAIs. ontor on Ilno 1, Rocapltulatlonl S 83,000,00 (/1 mMO ~'WCfJ is noodfJd, insert ncldifional shflets of samfl S;lO.) A, H,U,O, SETTLEMENT STATF.M!'!".J____________'~..___,....:~,=.-lB.+.2~N--NP~:__~~-]7j0""__:1.0 Yl1lj'lX.d.~'- "~~~-i. O_UI\!}LE fI: ,REQ7 - !~--------..----,------~--,---.Jii"NP!:'~_,_____~~I!1Ll!1D.EJa_'!.k._'___,____ C.Thi. fo~. 1. t.urnJ.ahed to give you. .tet...nt of aotu.l ..ttl...nt ao.te. Aaountr. paid ~o and ,by the ".ttl...nt .q.nt are .howlI. It... ..eked P.O.C. w.r-. paJ.d out.id. (,loliiuq. ~~-_.~~,_.-~.~~~~.,~----.-.-..- - -....-~---'---,,-u-~~~..,.__._.___~_~~.u_~ --~~"_~"~_~,_.~___.__._._., _________"." ..___n.'_ .---.-.--.-,---.-~-'"'._,____u . 0, NAME OF BORROWER: E, NAME OF SELLER: Marianne p, Cowling Lao C, Molaughlln, Exoeulor Est, DorothV J, Wavnu R, IAcuughlln, Exeoutor McLaughlin deed ~..u.~~'___....m.~_...___~_.,_ _ _________. ...__ G, PAOPEfHY LOCAT/ON: H, SETrLEMt:NT AGENT: J' SETTLEMENT DATE: 239 Web.ter 81., Corll./e, PA 17013 DUNCAN & OTTO, P,C, Mondav 08--Sep-97 , IRVINE ROW CARLISLE, PA, 17013 3:00 p,m, --~_._-~-~---~._--~ --- --------.....- '--~--------- -- J, SUMMARY OF BO!!ROWER'S TRANSACTION _,K. SUMMARY OF SELLE..,R-'-S TRANS~.9.IION _ 100 aAO,1 ~OUNT cuw rROH bORROW.R ----.-------- - l~~ltr!.~~!.~l.u ~Pr!o!_.___. 102 Petlonal property 10~!.~tl...nt_=ha.r9.!..J.~..!..~_ 10' 10' ~-_._-----,_._--_. '------ ~~Q.9 .~O OROI. AHOU~T DUM TO BILLER .~~ C."troot ..I.. EI.~'-----=-3' $63,o.c!c!:Q9 .O~~r:~l prop!.~.!t_. ~ ________ .03 3596,95 '0. --,- ._..~-- -_._~--- hdjuat~~ntu it... prepAid by o.llerl Adj\l'~~nt. Lt.... pr.pd1 by ..ller I 106 Looal tax.. 40~ Load t"... to Jl~D.o-91 61.79 tl;l 31"0.(1-91 81.70 40G Auu.mentu ~------ 107 A.......nt. to ~_._--------- 108 Sanoo! tax.. to JO"Jun-9I 407 8nhool tuu 0,00 'OS to JO-Jun..n 0,00 10' 120 GROSS DUE FROM BORROWER .0. 66679.74 420 GROSS DUE TO SELLER 83081. 79 200 _~.!!...!.UO BY OR rOR BORROWJIR 201 D.po.i: or larno.t Hon.y 202 N.", Mortqaq. AMoulltl '00 RIOUCTIONS IN AMOUNT DUB TO SILLIR RICO... d.padt ~ 8.ttlo~'n,~or..._~ -= 6796~6 H.inLin. rinanoial 1000,00 '01 53000,(1) 10' 2~~.tinCj loaFl. tak.n ,uhj.ot to '0' :10'1 '0' ao-7 210 Looal r.... t~ 2'11 A.......flt" to 212 sonool T.~D' to OIl"S.pM91 503 I.i.tin~ loan. taken 504 P.yoff 1at .ort9a9~ 505.P.yoff 2nd ~rt949. 50. 501 50S 0.00 AdjU.t..nh tor it... unpdd by S.U.r 510 LOl,)d t.... OIl-8ap-91 111.16 511 A..llII....nt. to ~12 Sonool t.... to o'-aap-91 '" '" 54111.16 520 TOrAl. RIDUCTIONS SILLER 0,00 Ad~ullt..nt. tor itCl.. \Inpaid by ..ller OI-S.p-91 2.15 '16 211 220 TOTAL PAID B! BORROWER '1',18 '00 CASH PkOH/'!'O BORRONIR 8907.52 3~1I ",aunt due froll borrover__ 302 ...... .*,'!..hta paid _by/for b()rro".r 303 CASH FROM TO) BORROWER: GOo CAS" TO/rRO" S.LLIR 66678.74 601 Ora.. 'lUOunt to ..Uar 54111.16 602 R.duot!oQ, to .-til.r $32,567,58 603 CASH TO FROM) SEllER: 83081,79 8907,52 $78.174,27 I hav.. oArafully reviewed the BUO-l Sett.lemant Stlt,t....nt and to the b.lllt ot ay knowledq. and baliet, it 1. A true and accurate ItAtam.nt of All receipts a.nd diabur..ments .ad. on Wa e R, McLau6hl (( l'. r Est. Dorothy >rt! t'J , Executor McLaughl PAGE '2 IlUD DISCLOSURE/SETTLEMENT STATEMENT PAID BY PAID BY BOl-mOWER SELLER _-~:~=~~~,-----~~.=,,~,..:~ ,-"~:'::=~~':~,:I~~ .._~~~E~~ .._-_.~,._, ~." __.~__.... '~'_'.'T_"_'__"_" .___._~__._...._. .._._. 700 TOTAL RF"-L TO II '(l COMMISSION -~-'------"--"~""""'___" ._. u ..... __.__ . _,_.__,_ __ __" ~O~_U!,lnJl~~~n~y: _, "_ ,_ 7~.~_~!.JJ!I.~.~f1f!!!_c.Y~ ._ ___ "... .. _ _.. ~ ,_.'.____ ... .~_,.______._..,__~____._,.________~_.__._. _~'.~_.___,__._,~..._ __~.__.._ !ll3...c:,~,f1l-,,'lsal(lnpsld_atRotllemonl .__. ,___Jack_q~han Resltor $4000,00 __'.,.___,_,_. ,_,__, __...._ i10o."m_JTE,~t!.J>~:Vl\llL".IN.99N_N_E~TI()~~':rI:!!-DAN_______,_..___ ____.___ ,..._ ~"_"____ 1101 Le_"-"_OrIJl!nallo!'!e...,,7~.,..._...,_....___"__,_....B!!l! United MOI1Q'!lle Servloeolno., ____.... 307,50 ______,,, ~0211~~,~~~~J>~.n.'I'!.f1l,tro..r."_~,ll!n_Uf1e...B.llf1,~..'!>___.l!!,et United Mert, Servloellno, SI3~Ji~ __ P,D~__ _,__.,_, 1I03~Pl'ral~1 Fee_$2~~:P<J______,__,______, Flrlt United M!l.!!aL P,O,C, _____ ~!.Credlt Repo.!!.~~O'Oll PO,c..___. MalnUne Bank P,O,C,.._ 805 Underwriting Fee MalnUne Bank 110,00 806 Dooul~ent Prepara~!!ln~-~' Flrlll United MO/1.Il~ae Servlceslno, 75,00 1107 Commltm~nt Fee MalnUne Bank 108,00 ---- 606 Tax Service Fee MelnUne Bank ge,OO . BOg Flood FeB MalnUne Bank 21,00 SIO.Overnlght Mall Fee: Duncen & ono S15 Flrllt U~lted Mort, Servlcee Ino, S20 44,00 !!.~ll_ 'TE~S LE~~EallIRES TO BE PAID IN ADVANCE 001 Interest @$11,04/day 23 days 06-S~.::~7 002 ,!o,~e insurance . 003 Hazard Insuranoe 004 1 gg7 - 98 School Real Estate Tax 1000 RESERVES DEPOSITED WITH LENDER Escrows collocted: ;; mOl, due: 1001 Hazard Insurance 1002 Mo!!~~urance 1003 County/l,ocai taxes 1004 Sohool taxss 1005 Aggregate Adjustment 1100 TITLE CHARGES 1101 Senleme~t or closing fee: 1102 Abatrsct or UUe searoh: 1103 nUe examination: 1104 Tille Insurance binder: 1105 Dooument preparatl(~n: 1108 Notary fee.: 1107 Anornoy's teoa: (Include. above ilem numberll): 110S nUe Insurance: WilliAM A, DUNCAN, AGENT FOR FIDELITY NATIONAL nTLE (lnoludes above lIem numberll):1101-11 04 Endorsementa $75,00 1109 Owner'. cover~e $63,000,00 S716, 75 1110 Lender'S coverege S53,OOO,00 1111 Dlsburllemont tee Dunoan & Otto, P,C, 1200 GOVERNMENT RECORDING AND TRANSFER CHARGES 1201 Deed 25,50 Mortgage 1202 Release Assign ment 1202 County/Local transfer tax (1 %) 1203 Pa, State transfer tax (1 %) 1600 ADDlTIllt/AL Sl:TrLEMENT CHARGES 1301 Termite Treatment Home Paramount 1302 Pesllnspectlon: Bowers Peat Control 1303 Final water & sewer Aoct. ;;90001447 Carlllle Borough 1304 A,H,S, Home Warranty Jack Gaughan Realtor 1400 TOTAL SETTLEMENT CHARGES: 3D-Sep-07 253,02 .- -- Darlene Moyer 866,01 X $ oer mo,: 2 o 7 2 (Starting Balance $258,70) 15,17 0,00 21.36 40.00 30,34 0,00 140.66 06,00 -21,23 Cash Rloherd M, Mohler 8,00 ..- P,O,C, 701.75 35,00 20.50 12,00 55,00 12,00 1130,00 1130,00 (also entered on IIn.. 1 0310r Borrower: line 502 tor Sollor) 3598,95 539,~4 30,00 21.82 360,00 8798,36 kIVUoeU'1'11) I"SCHIED~(E l~iI"('" CASH, BANK DEPOSITS AND MISCEllANEOUS PERSONAL PROPERTY I I ,L,.__,,__~I.aIlP,~~t,a.!-ltP' .., FITfNUMiiEli ' - ~,"",-- 21-97-0390 .e~i~ COMMQNWfAl'H Of PetIN1),/\VANIO\ 'NHIO'lAHC' lAX ,"UON M1l1elHl OlClDINl mATe 'oF ------' --~- , _n 'm' ' DOROTHY J. McLAUGHLIN ......_-~-+~..._,-- - - LA~.'~'op.rty I.~.'~~!:..ow~~~~lth- ~~!~~~!i..';~.~~~!Fp +~~:~.!.~!_-",',llClo.." on "~-h.1A'~i~ ~f -~- -.-.. .-.-- ','--' ITEM NUMBER 1, 2. DESCRIPTION ----------'~'l--------' - VALUE AT DATI OF DEATH ,j --,-- $1,723.61 1. 01 PNC Bank, N. A., Checking Account No, 51401B7666 Accrued interest to date of death PNC Bank, N. A., Certificate of Dsposit No. 3150005B924 Accrued interest to date of death 2,500.00 5.58 3. Mellon Bank, N. A., Growth Certificate No. 190- OBO-153-C Accrued interest to date of death 1,000.00 123.61 Union Bankers Insurance Company, refund of unused : premium upon cancellation of Policy No. 4799465 I The United Telephone Company of Pennsylvania (Sprint), refund upon cancellation of service Farmers Mutual Insurance Company, refund of unused premium upon cancellation of supplemental health insurance policy Mar:lanne P. Cowling, pnrchaser of real estate, reimbursement for prorated share of 1997 County- Borough Real Estate Taxes B. Household Furniture and Furnishings for distribu- tion in kind as follows: 4. 706.16 5. B.44 6. 91.00 7. B1.79 AT&T cordless phone ($35.00), Zenith television ($50.00), Pioneer stereo ($75,00), Ceramic tabletop lamp w/fabric shade ($15.00), RCA VCR ($50.00), Toshiba boom box ($15.00), two-step aluminum ladder ($10.00), West Bend multipurpose cooker ($10.00), Rival crock pot ($10.00), black steamer trunk ($20.00), cedar chest ($35.00), Craftsman blower/vac ($25.00), Craftsman Shop Vac ($25.00), bedroom suite ./single bed, dresser w/mirror and 4-drawer chest ($100,00), ceramic Dickens Christmas village ($200.00), ceramic Emmit Kelly Clown figures ($200.00), Sears portable heater ($10.00) and portable sewing machine ($25.00) Oval wall mirror ($15.00), Lazy Boy recliner ($50.00), brass floor lamp w/fnbric shade 910.00 TOTAL (AJ'o .nt~r an line 5, Rocapltulotlon S (AHach additional 8\11" ~ 11" ,h'Utlllf more'poce II needed.) 1'i1!"C(!HEI D'U'I'LE'\HI'",!,('H < UY.1111Ut (',181 5 t -ttb FUNERAL EXPENSES, COMMONW'Al1H Of PENNSYLVANIA ADMINISTRATIVE COSTS AND IN~I~:L~~1Wtr~I~~RN .., MISCELLANEOUS EXPENSES ,," PI.cu. P,lnl 01 T~,!_, ~:TI~~_ D~~~~~,<~': McLAUGUL ~N~__'h-'__--J=~::~~__" 21- ~~_- 0 39 0 ITEM NUMBER --.-.-.-.-. A, t B, 4, C. 1. 2, 3. 4. 5. 6. 7. DESCRIPTION AMOUNT 1. 2. Fun.,ol Exp.n..., Hoffman-Roth Funeral Home, Inc" funeral expenses Westminster Cemetery, grave opening $5,376.00 895.00 1. Admlnl.lrollv. CO'''I Leo C M L hl i . c aug ,n Pellonal Representatlva Commlsslan.: Wayne R. McLaugb.lin Soclel Security Numb.r of Personal Representative, ____ Veer Commlulon. paid ____________..,,,..___,, Waived Waived 2, Attorney Fee. : Richard M... Mohler Reimbursement for telephone calls, phoiocopies, F Dostage, ete. amlly txemf"lon Claimant" None ,.. Relationship Address of Claimant at decedent'. d.ath Stre.t Addr.ss ____,___.____ 2,323.08 20.00 3, City .Stote __ Zip Code Probate Fees Mlij~~~~.~!P~A~'payment of bill for telephone ser- vice. Check issued prior to death but paid after death. PP&L, payment of bill for electrical service. Check issued prior to death but paid after death Ferndina Home Health Care, purchase of medical supplies. Check issued prior to death but paid after death. Ferndina Home Health Care, purchase of medical supplies. Arnold's Fuel Oil, purchase of fuel oil for Dece- dent's residence Wayne Noss Flowers, payment of balance for pur- chases by Decedent prior to death Farmer's Mutual Insurance Co" payment of annual premium for Homeowner's Policy No, 126233 26.66 46.93 75.00 50.00 171.80 23.32 140.00 TOTAL IAI.o onler on line 9, Recopitulation) $ (If more .paco I. need.d, In..rl additional .h..t. of .am. .Ile,) .f\fI.II'..I.... J":(~ .!(f:,- COMMONW'Al'" O' PlNtdYlV-.NIA INHUtIfANC' fA. UfU.N AllloIN.OleIOIN. Pilgt' ') ()! .~ P;lg('~; SCHEDULE H FUNERAL EXPENSES. ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES PI.a.. Print ar T . fiR ITEM NUMBER 9. 1.0. 11. 12. 13. 14, 15. 16. 17.1 18.1 19.i 20 '1 I 211 22 23 24 J' 25 26. 27. 1 28; 291. 30 31r 32 33 34 35, 36. 37. 38. DOROTHY J, McLAUGHLIN 21-97-0390 DESCRIPTION AMOUNT George Roush, for lawn maintenance on 4/10/97 George Roush, for lawn maintenance on 4/19/97 George Roush, for lawn maintenance on 4/27/97 PNC Bank Checking Account No. 51-4018-7666, May 1997 dues for Priority 50 Plus Account United of PA, payment of telephone bill PP&L, payment of bill for electrical service Borough of Carlisle, payment of bill for water and sewer charges George Roush, lawn maintenance on 5/10/97 George Roush, lawn maintenance on 5/17/97 United of PA, payment of telephone bill George Roush, lawn maintenance on 5/24/97 Darlene L. Moyer, Tax Collector, payment of 1997 County/Borough Real Estate Taxes Darlene L. Moyer, Tax Collector, payment of 1997 Personal Taxes George Roush, lawn maintenance on 5/30/97 Borough of Carlisle, payment of bill for water and sewer charges George Roush, lawn maintenance on 6/6/97 PP&L, payment of bill fur electrical service The sentinel, publishing Estate Notice Richard M. Mohler, reimbursement for filing fee for petition for Probate ($136.00) and for publishing Estate Notice in the Cumberland Law Journal ($60.00) George Roush, ],awn maintenance on George Roush, lawn maintenance on George Roush, lawn maintenance on Home Depot, purchase of paint and carport at Decedent's residence Sprint, payment of bill for telephone service PP&L, payment of bill for electrical service Lerner Home Center, purchase of plumbing materials for repairs at Decedent's residence Borough of Carlisle, payment of bill for water and sewer charges PP&L, payment of bill for electrical service PP&L, payment of bill for electrical service Leo McLaughlin, reimbursement for payment to plumber for plumbing repairs at Decedent's resJdence 15,00 15.00 15.00 2.00 38.99 .55.46 14.20 15.00 15.00 33.54 15.00 261.88 10.00 15.00 11. 82 15.00 28.86 96.60 196.00 15.00 15.00 15.00 6/12/97 6/19/97 6/26/97 hardware for 31.70 26.88 29.56 49.97 11.82 29.56 1. 87 15.00 TOTAL (Also .nt., on line 9, Recapitulationl IS (II mar. .pact Is n..d.d, In..rt additional .h..t. of .am. .1..1 . , . t," ,., . , W I L ~ II DOROTHY J. McLAUGH~IN. widow, curr~ntLy of GarlisLe ~orough. Cumberland County, Pennsylvania, do make, publish and declare this instrument to be my Will, hereby revoking and making void any and all former Wills and Codicils by me at any time heretofore made, fIRST - I direct my personal representative(s) hereinafter named to pay all lawful debts, unpaid funeral expenses and estate ad- ministration costs as soon as may be conveniently done after my death and further to pay, without right of reimbursement or apportionment and as part of the expense of administering my estate, all federal, It ate and other taxes (together with all penalties and interest there- on) payable with respect to property which is subject to taxation by reason of my death and which is included as part of my gross estate for the purpose of any such tax, whether such property passes under my Will or forms part of my non-probate estate. SECOND - I give, devise and bequeath all the residue of my estate, reaL and personal, in equal shares, as follows: (a) One (1) share thereof to my son, LEO C. McLAUGHLIN, if he survives me or, if he fails to sur- vive me, then to his surviving issue, per stirpes; and' (b) One (1) share thereof to my son, WAYNE R. McLAUGHLIN, if he survives Ille or, if he fails to sur- vive me, then tc his surviving issue, per stirpes. LASTLY - I appoint LEO C. McLAUGHLIN and WAYNE R. McLAUGHLIN to be the Executors of my Will. I direct that no personal representa~ tivenamed herein shall be required to furnish bond or other secUrity in any jurisdiction. 1fmi tn. If}, t I 9?f. LAW Of'FICE8 RICHARD ... MOHLER LEW-.TOWN, PENNA. 171')4.4 CPo. 11, COMHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE *' t, /!) I IUR~AU Of INDIVIDUAL TAXUS IHUUUTAH(f: TAW DIVIIHON DEPT. l1060) ItARM1S!lIJRO, PA 11H8M0601 NOTICE Of INHERITANCE TAM APPRAIS~NENT. AlI..OWANCl OR DISAl.lOWAtICE Of D~DUCTIOHS AND ASSESSNENT Of TAM .1Y-lIH "1" llt"'1 09-15'1998 MCLAUIJHLIN 04-09'1997 21 97-0390 CUMBERLAND 101 E--i.i;;;.nr''R..m;d--'-J ===- ~_ M===,_=,-,=" --------.------- HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT AI.ONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... iiiv: i54f"i'if - AFP"nI9": 9rn:joi"ici- -OF -YNHi;iif AN-C E-YA"X - A-pjiiiAY siifiNi'-'-- Ai:i.-OWANcE -'OR ---"" -- - --- - - - -"- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DOROTHY J FILE NO. 21 97,0390 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN DOROTHY J RICHARD M MOHLER ESQ 14 5 MAIN 5T LEWI5TOWN PA 17044 DATE 09-15-1998 ESTATE OF MCLAUGHLIN TAM RETURN WAS, I X) ACCEPTED AS fILED I CHANGED RESERVATION CONCERNiNG FUTURE INT~REST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1, R..I E,t.t. (Sohedule A) 2. Stocks and Bonds (Schedule n) 3. ClolII~ly Hald stock/Partnorship Int."..t C Sohedvlu C) 4. Hortgeg../Not.. R.ceiy.bl. (Sohedule D) S. C.sh/Bank Dwposlt,/Hisc. Personal Property (Sohedule E) 6. Jointly Owned Property (Soh.dul. f) 7. TranDf.," (Sohedule 0) 8. Tot.1 Assets 83.000,00 .00 ..0..0. .00 9,923.20 .00 .00 181 NOTE I To in.ur_ proper oredit to your ~oount, sUO-it the upper portion of thll forM with your tax pay...nt. III 121 13) (4) 15) 161 (7) n.923.20 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Exp.ns.s/Ad~. Costs/Hi$c. Expens.. (Schedule H) 10. Debh/Mortgoge UabilitJ.tls/Llens (Sohedu1. Il 11. Tote1 O.duOt!Oflfi; 12. ~t Value of rax Return 13. Ch.rit~bl~/GoYernMantal BLqu.stSJ Non~e1eot.d 9113 Trusts (Soh.du1e J) 14. ~t Value of e.t.t. Subject to l.x 17,553.53 ,00 IU) 112) 113) __ 1141 (9)- (10) 17.553 53 _..15.369.67 .00 75,369,67 If an aHsaSIMent was issued previously. lines 14. 15 and/or 16, 17 and 18 will reflect figures that include the total of ~ returns aBBeBBed to date. ASSESSMENT OF TAX: 15. AMount of Line 14 at Spousal ret. (IS) 16. AMount of line 14 t.xable at Lin..1/C1ess A rat. (16) 17. Allount of Une 14 t.x~b1. at CoUat.ral/Clan 8 rat. U7} ~8. Prinoipal lax Due TAX CREDITS: NOTE I .00 X .00. 75,369 ,67 X .06. ,OOX.15. lla) .00 4.522,18 ,00 4,522.18 DISCOUNT 1+) INTEREST/PEN PAID (-J 90.48- PAYNENT DATE 03-31-1998 REC~IPT NUNBER AA269904 AHOUNT PAID 4,900.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 4,809.52 287.34CR .00 287.34CR ( If TOTAL DUt IS lESS THAN .1, NO PAYNE NT IS REQUIRED. If TOTAL DUE IS RefLECTED AS A "CREDIT" ICR I, YOU HAY IE DUE A REfUND, SEE REVERSE SIDE Of THIS fOR" fOR INSTRUCTIONS,) . If PAID AfTER DATE INDICATED, SEE REV~RSE FDR CALCULATION Of ADDITIONAL INTEREST, Rt"", . .''''.0' FIll: " p{ '98 SE~ 16 l' 2 :\ 2 01;'11' Cuml' ,'I }"J;\ RESEAYATlDN, [,t.t,. of d8~~t. dvJ", on or blfor. Dec.-ber 12, 1912 -~ If any future Int.r..t 1n to. ,.t_t, 1. trln.farred In po.....Jon or enjo~t to CIa.. B (0011,t'r.l1 btn'fleilrla. of the ~c.dent ,ft.r the Ixplratlon of eny ..t.t. for I1fa or 'or YI.r., the C~onWl.lth her.by Iwpr...ly r...rv.. the rllht to appr.l,. end ...... tranl,.r Inhlrltenol T'M.. .t the lewful Clt.. 8 (0011at,rel1 r.t. on any .uoh future Int.r..t. PURPOSE OF NOTICE. To fulfill the requlr...nt. uf Slot Ion 2140 of the Inherlt.nol and Ett.t. TaM Aot, Aot 21 of 1995, (72 P.$. Slutlon 91itO), PAYMENT 1 Datach the top portion of thl. Hotl01 and .~lt with your Ply..nt to the Rlgl,ter of Will. prlntad on the rav.r.. .Ide. --H". t;ltMlck or ItOMY orcHir payable tOl REGISTER OF MILLS,. AGENT REFUND (OR)1 A refund of . tax oredit, whioh was not requested on th~ 'ax Return, .a~ be reque.tld by o~l.ting In "Applic.tion for R.fund of Penn.Ylvania Inheritance and Eetate Twx" (REV-l~13). Application. are .vailable at the.Offiol of t~ Rlgilt.r of Wille, any of the 2~ Rlv.nue Di.triot Offioo', or by oalling the ePlcial 24-hour Inlverina larvie. ~r' for for.. orderingl In Penn'Ylvanla 1-800-!62-t050,outlide P.nn.Ylvanla and wIthin 100.1 Harrl.bUrg .rl. (717) 787-8094, TOOt (717) 772"2252 (Hearing lapalr.d Only). OBJECTIONS I An~ party In inter..t. not I.tiafi.d wIth the appr.I....nt, ailow~ce or dlsallowanc. of d.duotlon., ar .......-nt of h~{ (including d1lcount or Int.re.t) as .hown on thh NoUoe au.t objllct within .Ixty (60) day. of reollpt of this NoUce bYI ""written prote.t to the PA Depart.ent of Revanue, loard of Appeal., Dept. 281021, Harrl.burg, PA 17128-1021, OR --election to have the ,.Uer deter,iOld at audit of tha account of the per.onal ,"eprllentaUve, OR "-app.al to the Or~,"" Court. ADttlN ISTRATlVE CORRECTIONS I Faotual error. dl.ooyered on thl. ...o....nt .hould be addr....d In writing tOI PA Depart.ent of Revenue, Bur.au of Individual Taxe., ATTNI po.t A....sa.nt Review Unit, Dept. 280601, Harrl.burG, PA 17128-0601 Phone (717) 787"6505. See petge S of the bockllt "In.truotlon. for Inh.rltance Tax R.tllrn for.. RII'ct.nt Dec.dent" (REV"lS01) for an explanation of au.lnl.tratlvelY oorr.ctable error., DISCOl~TI If .ny tax due I. p.ld ulthln threA (3) c.lendar .unth. aft.r the dec.dent'. death, e five percent (SX) di.oount of the tax paid i" sl1owed. PENAlTVI T~ 15X tax eaoe.ty non-partlclpetlon plOdlty I. bQfiPut.d on the total of the ta~ 8nd lnter..t .......d, -nd not paid before J.nuary 18, 1996, the fir.t day after the Mnd of the tax alln..t~ parlod. Th1l non-partlo',pIUon penelty 11 app..labl. III the .... .anner and in ttM the .... tlee par 100 a. you would app.al the tax .net inter..t U,at has be.n .neulld Ill. indicated on this noUo.. INTEREST t Jnter..t 11 ct..rged beglnnI", with fir'.t day uf dlllnqu.ncY, or nlnl (9) Bonth. and OM (1) dillY frOll the date of death, to the data of pay.ant. Ta~.. whioh beoUI daUnquent betfor. J\IIInulry 1, 1982 baar inter..t at the rat. of .lx (6%) percent per annul calculated at . dally rate of .000164, All ta~.. which bec~ del'oquInt on ~ aft.r January 1, 19~2 wIll b..r Interest et a r~te whJch will v.ry frOM oal'ndar year to oel.ndar year wJth that tat. annol~ed by the PA Depart.ent of Rovenue. The applicable lnt.re.t rat., for 1982 through 1998 aral '!!!t Int.r..t Rata Dal1~ Inter..t Fantor X!!r lnt.r..t Rat. Dally lnt.rllt Faotor 1982 20% ,000548 1987 9% .000247 1983 16X .000434 1988~1991 11% ,000301 1984 11X .000301 1992 9% ,000247 1985 13X .00O:S56 )99;\-1994 7% .000192 1986 10% .000274 1995-199& 9;': .000247 --lnt.r.st 1. oaloulated as followsl IIITERBBT . BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTBllBBT FACTOR --Any Notla. 1..ued after the tax becOWl' dellnqu.nt will reflect ~n lnt.re.t calculation to flft.,n (15) day, beyond the data of tho .....u...nt. If pay..rlt II .ad. lifter the Inter..t ooapuhtlon IMt. .hown on the Notlo., IKtdJtlonal interest .ust b. c~lcullted. PAVIIEIfI. OetHtl tht! top Portion of thh NoUce .nc:t tublllt wJth !iour plYQnt .... PIYlble to the ",.. .nd .ctdr... ,rlnted on t.... tlVtrH _I.. If RESIDENT DECEDlNT .... oheck or ItOM!i order PIYlb1t tOI REGISTER OF WILLS, AGENT. 1f HON"REIlDENT DECEM,"T ... check or WOMIY order pay.tJlt tal CottHONWEAL TH OF PENNSVLVANIA. REFUND (eR) I A r,fmd of _tl)( credJt, whIch WI' not ".quttted on the fe)( ".turn, HY b, r.....ted by oOllpl,Ung ... "Applioation for R,fund of PennsYlvania J~rttano. and E.t.t. Tax" (REY~1'13). Applioltionl at. Ival!lblt .t t~ Off1cI of the Mett.t.r of Willi, any of the 23 Revenue Di.trlct Offlc.. or fr~ the o.p.rtaent1, Z~-hOUr ......rlng .,rlllo. ....ra for for.. orderIng, 111 Penn'Ylvanla 1-801)-362-2050, outdde P"""Y!v1lf11, .-let within 10011 HarrlsburA .r.. '(717) 187-a094, TOO' (717) 772-Z252 (HI.ting IlDPalrod 001)1). REPLY 'ml IkN.Uon. r..-rdlng .rror. cont.Jnecl on this notic. should bt IIddr....d tCIl PA napart_nt of Rev.nu., Bur.au of Indiv!~i TaM.', ATTNI Po.t A......lnt R.view Unit, Dept, 280601, Harrl.burg, PA l11Z&~0601, phone (717) 167-6505. DIS~OUNlI If any tlM due I. 'paid within three (3) callndar .onth. .fter the d8c.dent'. death, . flv' percent CSX) dl.eount of the taM paid 11 aUnwd. PENJiol TV I The 15X taM ~.ty non-partlolpfttlon penalty I, eo.put.d on the total of the taM and Int_re.t .......d, and not paid ~for.January 16, 1996, the flr.t day aft.r the .nd of the tlM I~..t~ parlod, INTEREST. Intara.t I. charged beginning wl1h flr.t day of d.llnquency, or nine (9) .onth. and one (1) day froe the dati of death, to the data of pay.ant, TaM" whloh bae... delinquent bafor. Januery 1, 1'62 blar Intara.t at the rat. of .b (6iO paro..t par ~ calculated at a -dally rnte of ,000164, All tlM" which beo... del1nquaflt on .00 aftflr JllnU8ry I, 1982 wUI ~.r Int.ra"t It " rate which will vary frOll calandar yaar to oellendar y.ar wUh that rata ~ by tha PA Depart..nt of Rallenua, The applloabl. Int.r..t rat.. for 1982 through 1998 aral V..r Intaraet R.ta Dally Int.r..t Faotor V.lr Intara.t Rate Dath Int.rast Factor 1912 20;: .On054& 1987 9X ,OO02~7 1983 lOX .0004'6 1'81-1991 IlX .00OSOl 1914 llX ,000301 19~2 9X ,000241 1915 UX ,000356 1993'1994 7X ,000192 1916 lOX ,010214 1995'.1996 9X ,000247 --Inter..t is oaloul.ttKt .. fOl1f*'1 lNTBREST U BALANCE OF TAX UNPAID X NUNBSR OF DAYS DELINQUENT X DAILY INTERSST FACTOR --Any Notioa 1..Uftd eftar the teM beou.a. delinquent will reflect an lnt.r..t oaloulatlon to ftft-.n (15) day. beyond tt~ date of tha ........nt If payaant h ud. after the intare.t oOllPutaUl>n d.te 'haNn on the Notlc., additional Int.r..t Wit be oalc"lat.d. ',' G IN THE OFFICE OF THE REGISTER OF WILLS OF CUMBERI~ND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION '0 IN THE MATTER OF THE ESTATE OF DOROTHY J, McLAUGHLIN, LATE OF CARLISLE BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. ESTATE FILE NO. 21-97.0390 RECEIPT. FINAL AND COMPLETE RELEASE AND INDEMNIFICATION AGREEMENT The undersigned (the singular to include the plural) hereby acknowledges that the undersigned has this day received of and from LEO C, McLAUGHLIN and WAYNE R. McLAUGHLIN (herein referred to as the "Personal Representative", the singular to include the plural, and being the Executors of the Estate of DOROTHY J. McLAUGHLIN, deceased) in cash and/or in kind the items set forth following the name of the undersigned on the attached Schedule A which, by this reference, is incorporated herein and made part hereof, all of which appeared in Statement of Proposed Distribution contained in First and Final Account, in full and complete settlement and satisfaction of all claims, distributive shares and property (real and/or personal, tangible and/or intangible) due the undersigned from such Estate. IN CONSIDERATION WHEREOF, the undersigned hereby releases, quito, claims and forever discharges the Personal Representative, together with the respective heirs, personal representatives, successors and/or assigns thereof, and Decedent's Estate, of and from all manner of actions, cause or causes of action, debts, dues, claims and demands whatsoever, both at law and in equity, against the Personal Representative (individually, corporately and/or in a fiduciary capacity) and against Decedent's Estate (whether as a legatee under the will and/or as an heir-at-law of Decedent and/or as a claimant and/or as a creditor and/or in any other capacity which the undersigned has had or now has or ought to have had) for or by reason of any act, matter, cause or thing from the beginning of the world to the day of the date of this document, AND IN F'URTHER CONSIDERATION WHEREOF, the undersigned hereby promises and agrees to indemnify and hold harmless the Personal Repre- sentative, together with the respective heirs, personal representatives, successors and/or assigns thereof, and Decedent's Estate against loss from any and all further claims, demands and actions, in law or in equity or otherwise, that may hereafter at any time be made or brought by the Commonwealth of Pennsylvania, or anyone in its behalf, for any unpaid taxes due it and/or by the Internal Revenue Service, or anyone in its behalf, f~r any unpaid taxes due it. The undersigned waives any and all rights of exemption, both as to real and personal property, to which the undersigned may be entitled under the laws of this or any other state as against such claim for reimbursement or indemnity. . v IN THE OFFICE OF THE REGISTER OF WILLS OF CUMBERLAND ~R~NTY, PENSytiVANIA ORPHANS' COURT DIVISION ' ' "':' IN THE MATTER OF THE ESTATE OF DOROTHY J. McJ~UGHLIN, LATE OF CARLISLE BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED. Estate File No. 21-97-~~90 ~--I , , ..' RECEIPT. PARTIAL ~ AND INDEMNIFICATION AGREEMENT The undersigned (the singular to include the plural) hereby acknowl- edges that the undersigned has this day received of and from LEO C. McLAUGHLIN and WAYNE R. McLAUGHLIN (herein referred to as the "Personal Representative", the singular to include the plural, and being the Executors under Will of DOROTHY J. McLAUGHLIN, deceased) in cash and/or in kind the items set forth following the name of the undersigned on the attached Schedule A which, by this reference, is incorporat~d herein and made part hereof, in partial settlement of all claims, distributive shares and property (real and/or personal, tangible and/or intangible) due the undersigned from such Estate, IN CONSIDERATION WHEREOF AND TO THE EXTENT OF SUCH PARTIAL DISTRIBUTION IN CASH AND/OR IN KIND, the undersigned hereby relesses, quitclaims and forever disc:harges the Personal Representative, together with the respective heirs, personal representatives, successors and/or assigns thereof, and Decedent'. Estate, of and from all manner of actions, cause or causes of action, debts, dues, claims and demands whatsoever, both at law and in equity, against the Personal Representative (individually, corporately and/or in a fiduciary capacity) and against Decedent's Estate (whether as a legatee under the Will and/or as an heir-at-law of Decedent and/or as a claimant and/or as a creditor and/or in any other capacity which the undersigned has had or now has or ought to have had) for or by reason of all and any matters relating to cash and in kind items set forth on Schedule A. AND IN FURTHER CONSIDERATION WHEREOF AND TO THE EXTENT OF SUCH PARTIAL DISTRIBUTION IN CASH AND/OR IN KIND, the undersigned hereby promises and agrees to indemnify and hold harmless the Personal Representative, together with the respective heirs, personal representatives, successors and/or assigns thereof, and Decedent's Estate against loss from any and all further claims, demands and actions, in law or in equity or otherwise, that may hereafter at any time be made or brought by the Commonwealth of Pennsylvania, or anyone in its behalf, for any unpaid taxes due it and/or by the Internal Revenue Service, or anyone in its behalf, for any unpaid taxes due it, and/or by any local, school or municipal governments or agencies or anyone in its/their behalf, for any unpaid taxes, assessments, claims or demands, and/or by any claimant against Decedent's Estate or by any creditor, beneficiary, Personal Representative or attorney for Personal Representative of Decedent's Estate who has been prejudiced or harmed by reason of any and all matters relating to the within distribution, The IN TilE MATTER OF TUE ESTATE at' DOROTIIY J. McI,AUGlILIN, LATE OF CARLISI,E DOROUGU, CUMDERLAND COUNTY, PENNSYLVANIA, DECEASED. IN TilE OFF'ICE OF TilE REGISTER OF WIL1~<; O~' CUMnrml,AND COlJN1'Y, PENNSnNANIA OHPIIANS' coum' DIVISION "j""J -." ESTATE FILE NO. 21":97-0390 AND RECEIPT PART~AL RELEASE INDEMNIFICATION AGREEMENT ,.,-, i -' " ,_. KNOW ALL MEN BY THESE PRESENTS, That the undersigned (the singular to in- clude the plural) does hereby ackno~ledge that the undersigned has this day had and received of and from LEO C. 14cLAUGIILIN and WAYNE R. Mcl,AUGIILIN, Executors under Will of DOROTIIY J. McLAUGHLIN, deceased, .__.___u___________________________________ hereinafter called FIDUCIARY (the oingular to include the plural) in cash and/or in kind the items set forth following the name of the undersigned on Schedule A hereof which is attached hereto and, by this reference, incorporated herein and made part hereof, in partial settlement and satisfaction of all claims, distribu- tive shares and property, (real and/or personal, tangible and/or intangible) due the undersigned from said estate. IN CONSIDERATION WHEREOF, the undersigned does hereby remise, release, quitclaim and forever discharge the FIDUCIARY and the respective heirs, personal representatives, successors and/or assigns thereof as ~ell as said Decedent's estate, of and from all manner of actions, cause or causes of action, debts, dues, claims and demands whatsoever, both at law and in equity, against the FIDUCIARY, individually, corporately and/or in a fiduciary capacity, and against said Dece- dent's estate, whether as legatee(s) under Last Will and Testament and/or as heir(s)-at-law of said Decedent and/or as claimant(s)/creditor(s) and/or in any other capacity which the undersigned has had or now has or ought to have had for or by reason of all and any matters relating to said cash and in kind items set forth on said Schedule A. AND IN FURTHER CONSIDERATION WHEREOF, the undersigned does hereby expressly stipulate, covenant and agree, in consideration of the aforesaid distribution and payment, to indemnify and hold harmless said FIDUCI~RY and the respectlve heirs, personal representatives, successors and assigns thereof against loss from any and all further claims, demands and actions, in law or in equity or otherwise, that may hereafter at any time be made or brought: (1) by the Commonwealth of Pennsyl- vania, or anyone in its behalf, for any unpaid inheritance, death, transfer or succession taxes, income taxes 01' similar claims or demands, or (2) by the Internal Revenue Service, or anyone in its behalf, for any unpaid Federal Estate and Gift taxes, income or Social Security taxes or similar claims or demands, or (3) by any local, school or municipal governments or agencies, or anyone in its/their behalf, for any unpaid local income tax, real estate tax, personal property tax, personal taxes, occupational taxes or similar claims or demand~, or (4) by any claimant against Decedent's estate or by any creditor, beneficiary, FIDUCIARY or attorney for FIDUCIARY of Decedent's estate who have been prejudiced or harmed by reason of any and all matters relating to aforesaid distribution and payment contained on Schedule A ann the undersigned hereby waives any and all rights of exemption, both as to real and personal property, to which the undersigned may be entitled under the laws of this or any other state as against