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i~8u8 per stirpes if such other child is not then
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All estate, inheritance, legacy, succession, or t~ansfer
taxes, including any interest and penalties thereon, implJlsed by
any domest.tc or foreign law with respect to all property
taxable under such laws by reason of my death, whether ,or not
such property passes untie,!:" this WHI, by operation of law, by
contract, or otherwise, shall be paid without any :dght of
reimbursement from any recipient of any such property, without
any right of apportionment, and without postponement.
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SEVENTH
Should any person entitled to a share of my esta~e be a
minor at the time of distribution to him or her, and sho41d the
value of such share be more than the amount which may he paid
or delivered to him or her or on his or her behalt without the
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appointment of a guardian or other fiduciary or the deli.very of
security, such share shall be paid and di.stributed to my
Trustee hereinafter designated to be held IN TRUST and m~naged,
invested, and reinvested, together with the accumulation of
income thereon, if any, and the Trustee shall use and apply
from time to time such portion of the income and pr$Jncipal
thereof as it deems necessary or desirable for the ",inor's
reasonable maintenance, support, and complete educatio~,
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f1"~;'::~ J:r:. r 21Ga M~trl:-StreetidCan1pHiHT-f>enmrr-l1ff.l:rrhtT to serve as
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.orA' 4../:.... Co-Executors of. this, my Last Will, without bond, for the
_e"-I'L~?i.?:4-=faithful performance of d::e:~: any jurisdiction. I f..urther
-rhW r/jzLL ~-",'n.,-d - I:A"'J ~tht., r.ltl.- )r:-/a~
:1X.t -rr(, , nominate and appoint ht-ri . lIlifr/~'~iq.e-as\ehe sole
,
~;(;, ~t~~.4-/Tru8tae of any trusts oreated by this, my Last Will.
,,!<~.,,_),ut'~._ IN WITNESS WHEREOF, I have hereunto set my hand ahd 8eal
er.1 d C~C~ <;- ?5 c( .11 . 11
!(I./"l"'-~'( this 3/) Id~y of V"~ ' 1994.
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/.}!. J/. y>S' SIGNED, SEAr.ED, PUBLISHED and DECLARED by the ahov~ named
testator, FRANCES S. I,EAMY, as her Last Will, in the p)tesence
To invest in all forms of property without being
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limitod to legal investment. ~.".!J(l.w -"- f,./Hlt-.... '~. l.J I
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HIID'Ji~VrWLU (:~i"f;l(iy _u'/di/~J. U/tL.:~ '-('1/ rJ
I hereby "nominate and appoint mY,8pn, DANIh1L R. LE~Y, Jtt.."U'/(,<<,
.:>, (')(1 I ~f<""I.(.A~lI.-..J:t (Ill........."., tl <~, J A-t ~,J'I.::r Nt)
of 17&~5..ealrdla eourt,-..Gx:anaQa-f14He-~fOl:"~.!lI' and-Mr~k'
~. . #:;~~-;tLj~ I, ~~i~~ :I /;/:\~~~~tfldaru:JJ.~{[cl #iJ;,:~L
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FRANCES S. LEAMY ::
of us, who, at her request, in her presenoe, and in the
of aoh other,
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have subscribed our names as witnesses.
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ADDRESS 'f
page 6 of
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RENUNCIATION
In ReEstate of
Frances S. Leamy, a/k/a Frances H. Leamy
_ deceased.
To the Resister of Wills of
Cumberland
COllnty. Pennsylvania,
The underslsned
Co-Executor
of
the above decedent. hereby renounce(s) the risht to administer the eslate and respectfully ask(s) that Lellers
Testamentary
be Issued to Daniel R. Lewny, ,Jr., 3001 Lincoln Street, Camp Hill, Pj\ 17011
WITNESS
his
hand this
day of
_,19_.
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204 State Street, Hard "hllrg, PA
(Address> . 17101
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8. Admitted.
9. Denied. Patriok F. Lauer, Jr., oannot admit or deny said
allegation, therefore it is denied. striot proof is demanded at
trial.
10. Denied. Patriok F. Lauer, Jr., oannot admit or deny said
allegation, therefore it ie denied. Striot proof is demanded at
trial.
ll. Admitted.
12. Patrick F. Lauer, Jr., oannot admit or deny that Daniel
R. Leamy, Jr. was present at the exeoution of said will dated
April 30, 1994 and/or in December of 1995.
13. Denied. Patriok F. Lauer, Jr., denies that the documents
are essential for Caveators to prove undue influence due to lack of
testimony capacity of Deoedent. By further answer/ said undue
influence could be proven as a result of medioal doctors and/or
individuals who knew Daniel Leamy, Jr., and the Deoedent.
14. Denied.
15. Denied.
WHEREFORE, Patrick F. Lauer, Jr., Esquire requests your
Honorable Court to deny the request in the Motion to Compel filed
by Caveators Susan L. Thompson and Martha Jane Mullin.
NEW MAT'l'BR
16. Patrick F. Lauer, Jr., Esquire invokes attorney-client
privilege for all material in said file.
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PEPP/<;R, HAM'I.1'ON & SCIIII'II'TZ
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Pon ONE f<EY~
NOfrTI1 FliONr Ai.It;~~~~ ~'I.~l.A
f'O 110 (r SrntETS
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12. The Cumberland County Ofnce of Aging has responJed through its counsel.
Anthony L. DeLuca, that it cllnnot honor the suhpoenll withoulan order of court as required by
35 P.S. Ii 10225.306(a). which seclion provides that inlimmltion maintained by the agency shall
not be disclosed to anyonc outside the agency other than pursuant to a court ordcr.
13, Because thc Dccedent is no longcr living, thc disclosurc of any information
relating to an investigation by thc Cumberland County On1ce of Aging canTlot be prejudicial to .
her.
14. The documents in possession of the Cumbcrland County. Officc of Aging relating
to the Decedent are essential for Caveators to prove undue influcnce over and lack of
testamentary capacity. of the Decedent.
15, The Cumberland County Office of Aging should be compelled to produce such
documents for inspection by the Caveators,
WHEREFORE, thc Caveators respectfully move that the Register and/or Court order
Holy Spirit Hospital to produce all documents relating to the Certification for Extended
Involuntary Emergency Treatment under Section 303 of the Mental Health Procedures Act filed
at No, 1916 of 1994 in the Cumberland County Court of Common Pleas, and to any diagnosis
and/or treatment of Frances S, Leamy relating thereto,
AND, the Caveators respectfully movc that the Register and/or Court order the
Cumberland County Office of Aging to produce all documents relating to any report, records of
investigation, client assessment and service plans which relate to Franccs S, Leamy,
Eld\lbIt A
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exhibit B
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Exhibit C
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4. Het' present attorney in fact io Daniel R. Leamy, Jr. of
3001 L.tncoln street, Camp Hill, pennsylvania 17011. See Exhiblt
"B" attached hGreto and incorporated herein by reference.
5. On or about September 30, 19B7, the defendant Wt\S
appointed as an attorney in fact of her mother, Mrs. I,earny. See
Exhibit "C" attaohed hereto and incorporated herein by referenc~).
6. On or about May 21, 1992, Mrs. Leamy revoked all powers
of attorney resting in the defendant. See Exhibit "0" attached
hereto and inoorporated herein by reference.
7. In May of 1992, the defendant utilized a power of
attorney or some similar document to withdraw $12B,000.00 from
Mrs. Leamy's account with BELeO Federal Credit Union. See
Exhibit "E" attached hereto and incorporated by reference. Mrs.
Leamy had no knowledge that the money was being withdrawn from
the account.
B. The $128/000.00 was transferred from BELCO to the West
Shore Office of the Farmer's Trust Company, 3805 Trindle Road,
Camp Hill, Pennsylvania 17011, and on or about August 7,1992/
account nwnber 3-98438 was opened in the amount of $128,000.00
with the customer service assistance of Judy Hejanowski,' a former
employee of Farmer's. See Exhibit "F" attached hereto and
inoorporated herein by reference.
9. Account !lumber 3-98438 was opened without the use of a
power of attorney. At the defendant's instanoe, the account was
opened in the name of Mrs. Leamy and Defendant Martha J. Mullin,
jointly with right of survivorship and requiring the signatures
of both in order to access the account. See Exhibit "F."
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10. It 1s unclear at this po.int whether the defendant
utilized a void oOPY of the 1981 power of attorney or a power of
attorney she may have obtained from Mrs. Leamy subsequent to the
May 1992revooation.
11. Plaintiff avers that the defendant has obtained, at
several points / power of attorney ov'er M.rs. Leamy's aocounts.
12. The defendant has been removed as attorney in fact.
See Exhibit "G" attached hereto and incorporated herein by
reference.
13. Once removed as a attorney in fact, the defendant
should no longer have control over Mrs. Leamy's aocounts,
particularly one with right of survivorship.
14. No consideration was ever received by Mrs. Leamy for
the transfer, nor was the transfer a gift.
15. The interest-bearing account is presently valued at
approximately $135,000.00. See Exhibit "H" attaohed hereto and
inoorporated herein by reference.
16. Mrs. LeanlY was named as t.he interest reporting taxpayer
for the account. See attached Exhibit "F."
17. However, Mrtl. Leamy has been unable to acoess the
aocount because of the two signature requirement.
lB. The defendant has refuaed to sign papers permitting
either Mrs. Leamy or her rightful present attorney in fact to
acoess the account.
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. FRANCES S. LEAMY, I IN THE COURT OF COMMON PLEAS OF
Plaintiff I CUMBERLAND COUNTY, PENNSYLVANIA
I
VS. I No.
I
MARTHA J. MULLIN, I CIVIL ACTION
Defendant I IN EQUITY
VERIFICATION
I, DANIEL R. LEAMY, JR., state that I am the ATTORNEY IN
FACT for the PLAINTIFF in the above-captioned case and that the
facts set forth in the above COMPLAINT IN EQUITY are true and
correot to the best of my knowledge, information, and b~lief.
I realize that false statements herein are subjeot to the
penalties for unsworn falsification to authorities under 18 Pa.
C.S.A. It 4940.
"
Date I '7 -f ~-lL
',!,[;~\;~~::: ' i;~),,:,'~.l;..:,~,:. :.,.' ~ll',", } \ ",H':" J ""'''i .' , '. ,j.' "t" ~. ,~If\t. ,IJ' ""I.'{;'r,.}("f.'li~~' \ " "', .
" " Treatment Needed: (De,el'ibc Ihe treatment heeded 'by the padent. c'ntlnue on aO'dltlli'nal $JII~cts '
if necmarr-) -I ' .../.. J J . / J 1- .J" '(J. '...,/,:,'" ,
" .-'-? t.-l-h{'flt,..'tl ~':'IJ...j 4: (:lL.'s:c.'r;c~~/c.o( 1.,'( 11 'rtA< . _'-~~:+,~ Aft.,,;'-
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AI"',(. ;" - 1n~mrl'pll\io': (Check AA51' VJ
A, ~':ent continues w be s<:ve,.e1y menially disabled and in need of trealment.
B. 0 The patienl Is nOI severely mentally disabled and in need of involuntary Ireatmenl.
\}W'oy/lPkd.t., H~, hP
1/ ISIGNATUfH! OF 6XAMINlNG OR TREATING PHYSICIAN)
PART IV ,C}-~\'7 1;'\"./1'/1:.),
CERTIFICATION BY THE COURT FOR EXTENDED INVOLUNTARY
EMERGENCY TREATMENT - SECTION 303
In the Courl of erv" ~ f>.f.a."-,,,
of
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County
-f('~ c; I L e " 1I'v'7
lerm, 19__
No:1l/ - /'1/' ~ (Cffll
In reI
Certification for EXlended TleatOlen!
This 1'3 j{' day of ~ ., 19.:zJ'afw hc;u~~ and consideration of:
(DelaUs of findings. Include de taUs as 10 what type and why trealmenl is needed, Attach reports. lestimony,
elc.)
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"'~..fAII.I'llAl 1IW"'0'l1~' lnll IIlr"~:Un *
exhibit 0
acquired by him In physicnlly cxaminlng his putien\. Phillips's Es\., 295 Pu. WI: K-\lhr Estalc.
26 Fldu~\. Rep. 419, 11 I) & C. 2d 48 (O.C, l,eb.1(16).
1. Moreover, becuuse CavculOrs seck only to provc thallhe Decedent lucked
teslamentary capacity and was the subjccl ofunduc influencc, due In pal'l 10 her weakened
intellect, medical rccords which cstablish thut Deccdcnt suffercd from organic und physical
infirmities do not tend to blacken her churac.ter. Sl:i: Kohl' EsIUlll, supra. (Contestant in will
contest alleging lack of testamentary capacity and unduc influence is enlitled to inspect and copy
medical records by treating physici~'1and such records arc not barrcd by physician-patienl
confidential communicalion privilege.). A Irue and correct copy of the opinion issued in KWlr
~,supra is attached hereto as Exhibit "C."
A. Prior ProceedinKs
8. On July 14, 1994, the Decedent, by and through her attorney-in-fact, Daniel R.
Leamy, Jr., the Proponent herein, filed a Complaint in Equity against Martha Jane Mullin, a
Caveator herein, at No. 3936 of 1994 in the Cumberland County Court of Common Pleas, in
which it was alleged that the Decedent was "severely mentally disabled" and for several years
had "undergone alternating periods of lucidity and instability." A true and correct copy of the
Complaint at No. 3936 of 1994 is attached hereto as Exhibit "D." The Complaint was verified
by Decedent's attorney-In-fact, Danicl R. Leamy, Jr., the Proponent herein.
9. In support of thosc allegations, the Decedcnt, by and through her attorney-in-fact,
the Proponent herein, attar,hed to the Complaint a portion of a Certification for Extended
Involuntary Emergency Treatment under Scction 303 of the Mental Health Procedures Act filed
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exhibit A
Exhibit B
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I
exhibit 0
4. Her present attorney in fact is Daniel R. Leamy/ Jr. of
3001 Lincoln Street, Camp Bill, Pennsylvania 11011. See BxhibH
"B" attachGd hereto and inoorporated herein by reference.
S. On or about September 30, 1981, the defendant was
appointed as an attorney in fact of her mother, Mrs. Leamy. See
Exhibit "C" attached hereto and inoorporated herein by reference.
6. On or about May 21, 1992, Mrs. Leamy revoked all powers
of attorney resting in the defendant. See Exhibit "D" attached
hereto and incorporated herein by reference.
1. In May of 1992, the defendant utilized a power of
attorney or some similar document to withdraw $129,000.0.0 from
Mrs. Leamy's account with BELCO Federal Credit union. See
Exhibit "E" attached hereto and incorporated by reference. /4rs.
Leamy had no knowledge that the money was being withdrawn from
the account.
8. The $128,000.00 was transferred from BELCO to the West
Shore Office of the Farmer's Trust Company, 3905 Trindle Road,
Camp Bill, Pennsylvania 11011, and on or about August 7, 1992,
account number 3-98438 was opened in the amount of $128,000.00
with the customer service assistance of Judy Bejanowski,' a former
employee of Fanner's. See Exhibit "F" attached hereto and
incorporated herein by referenoe.
9. Account number 3-98436 was opened without the use of a
power of attorney. At the defendant's instance, the account was
opened in the name of Mrs. Leamy and Defendant Martha J. Mullin,
jointly with right of survivorship and requiring the signatures-
of both in order to aocese the account. See Exhibit "F."
,.<.' .
, .'.,
. r..,.. :,
,
10. It is uno1ear at this point whether the defendant
utilized a void oopy of the 1981 power of attorney or a power of
attorney she may have obtained from Mrs. Leamy subsequent to the
May 1992 ,revocation.
11. Plaintiff avers that the defendant has obtained, at
several points, power of attorney over Mrs. Leamy's aocounts.
12. The defendant has been removed as attorney i.n fact.
See Exhibit "G" attaohed hereto and incorporated herein by
reference.
13. Onoe removed as a attorney in fact, the defendant
should no longer have contt'ol over l1.rs. Leamy I s accounts /
particularly one with right of survivorship.
14. No consideration was ever received by Mrs. Leamy for
the transfer, nor was the transfer a gift.
15. The interest-bearing account is presently valued at
approximately $135,000.00. See Exhibit "H" attached hereto and
inoorporated herein by reference.
16. Mrs. Leamy was named as the intet"est reporting taxpayer
for the aocount. See attached Exhibit "F."
17. However, Mrs. Leamy has been unable to access the
aooount because of the two signature requirement.
18. .The defendant has refused to sign papers permitting
either Mrs. Leamy or her rightful present attorney in fact to
aocess the aocount.
";"'1\:-.'\ ,.,",','. ""''''',l ':'h'; .,...., .'O.....J... . ...... '." I'" ',",
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,. _," ' , _,'''''. . . . . " , p "1 . ,., " 1'1 ' , '~, \
\ Trearment Needed: (Descdbe rhe [[u,mellt ncedel! by th,' p,denc. O)lI(IOUe Oil '(1111rlOn~1 slitet'
ifneces.arr-) I, J / I' J L .j,,; 5" ' .' :,.:, "", '
"~::1-- ch'\lt}~,(,y.'J' /(),._tL( (:tC,,~~:!;('0'..'f:L.j/'_.J:.1!(..<\<- _.!..._:_':''$.~,cI7t(''f~'<''-'! .'';-
~U 'C~, ,4f;,\J7Wn-l/;:_1""""{' b ",:,JI 7';'~;t:'''''''':':1
~~Wl, '_.1:2 Y1A~_.oJ.!--f:f-t1.<''':&J.'U-ve. r/(;:'W'A.~:f,)j;. ': te.{ )4tR~(
<'? }~~~Lj2Z~~,L (,Jill. J .dti!u~t~ ~._~j r ..L .
'k;.uvc.1W-t/'-(.J~ ~'!~ ' . (~~,01A-"l:!i~_~1:.. 0:'~tJ,i'(~f'J.~C (.J.2~^ .
iIz>Iq;f;:i~nt;"5f:;~~fcW, ~2 ;1/",,"/7; ",,:de.,
Ale)', i7- -- 1ri mr/,IHnio : (Check AASr P1
A. ~;;;:ent continues to be severely menrally disabled and in need of treatmem.
B. 0 The patienc is not severdy ment.lIy disabled and In need of involuntary treatment. '
~~~~1f ~~!,~t~T1N~::?ICIANI-- ~!I,Pi:L;- ,
PART IV ,f}-\"7/;'l,'''-'''/''-)'
CERTIFICATION BY THE COURT FOR EXTENDED INVOLUNTJ\RY
EMERGENCY TREATMENT - SECfION JOJ
In the Coun of ~ W'-i'^ f.e.a.~
of
~&~
CountY
In re:
term, 19_
_fY'"'~ <;: I L e a /ill\'}
'I 'I-I'll'
No.
~ /'if l(
Certification for Exrended Treatment
, This I J Il'day of ~ < . 19 '7Yaftcr h~a.r;,n~ and considmtion of:
(Decails of findings. Include decails as ro wh.t cype and why treatmenr Is needed. Attach repons, testimony,
ecc.)
~1Vj- ell ~Y' fY1 o~l~ ~ ~ ~ t-~~
~ ~..t'. ~;fv..'..I.. ~~~'I Aly4.,~ -f;r I ~cL.
~..4'i T~ ~;:..d.c.~./ '" C I /?L~J..a... -Iv -t.. J..<'ltY.. -/-v
o
.~ ",J-,..;t-4-'1 AA~~'-~' ---4'~ 4~ ~~ """ ~~'J
J?~ r-J~ ~-~ f~~~-:!~ ~.J~ .J-
~,Lt_, OA..J-.d"1~ I~~"_~ k f\.Q-">~( -h~J.r h...,
---,.::b-~'-/)y-.{ J~~ ("J~ C".A~~.. ?V-V''---=t~~c~~L.
C'-"'-..~~I.{ 6~ c. c. rl1.,u.. c,z. AJ"~'....f-'
"'......._r ,,,,..
corrcct copy ()f the s\lhpoenu IInd IIceompanylng do\:tnllcnts lire eollcctivcly IIttllched hcreto as
, Exhibit "C."
4. By letter datcd May 13, 1991, Allen C. Warshllw, thcn counscl lor the Proponcnt.
confirmed with Belco Fcdcrul Credit Union thlll Bcleo Fedcrul Credit Union hlld ugrced not to
produce any records in complillnce with the ClIvcators' suhpoenllund thaI Attorney WlIrshaw
intended to file IIn objection to thc subpoena. To date. no such objcction has hecn filed. A true
and correct copy of Attorney Warshaw's letter is attachcd hereto as Exhibit "D."
S. On 01' ahout May 23, 1991. Cavelltors filcd with this Court u Motion to Compel
Holy Spirit Hospital and the Cumberland County Office of Aging to produec certain documents
relating to the medicaltrelltment of Frances S. Leamy (thc "Decedent") and tl1c investigation of
Decedent and reports of any visits made to Decedent's home.
6. On or ahout May 23,1991, Cavclltors filed with this Court a Motion to C()mpel
Jagadcesh Moola, M.D. to produce any und allmediclll records, charts reports and noles related
to the psychological 01' physical examination and treatment of Frunccs. S. Leamy.
7. 'On or about June 16. 1997, Caveators filcd with this Court a Motion to Compel
Patrick F. Lauer, Esquire IInd Herbcrt C. Goldstein, Esquire to produce all records and files
relating to the representlltion of the Deccdent by cllch of them.
8. Argument 011 the above Motions had hecn scheduled for .July 10,1991.
9. Upon considerution of the IIbove descrihcd subpocnas IInd Motions, Caveators and
Proponent have agreed to stipulate that all partics subjcct to the above subpoenas and Motions
should be Ordered by this Court to produce such documents and to makc sueh docllments
available to the Caveators' counsel.
WHEREFORE, the parties respectfully request this Court to Issue orders as
follows:
1. Order PNC Bank, N.A. to produce all documents relating to any and all bank
accounts held by Frances S. Leamy during her lifetime and at her death, either Individually or
jointly.
4. Order Belco Federal Credit Union to pl'Oduce all documents I'clating to any and all
bank accounts held by Prances S. Leamy during her lifetime and at her death, either individually
or jointly.
3. Order Holy Spirit Hospital to produce all documents, including medical reports
which relate to the medical and psychiatric diagnoses or trcatment of Frances S. Leamy by Holy
Spirit Hospital, including any documents relating to the Certification for Involuntary Emergency
, Treatment under Section 303 of the Mental Health Procedures Act tiled at No. 1916 of 1994 in
the Cumberland County Court of Common Pleas.
4. Order the Cumberland County Office of Aging to produce all documents relating
to any reports, records of Investigation, client assessment and service plans which relate to
Prances S. Leamy.
5. Order Jagadeesh Moola, M.D. to produce all medieal records relating to the
diagnosis and/or treatment of Prances S. Leamy.
6. Order Patrick P. Lauer, Esquire to produce all records, files and documents,
relating to his representation of Prances S. Leamy.
SUBPOENA
Cumberland County, SS:
IN RE I ESTATE OF FRANCES S. LEAHY
To: Cust.odian of Records
---PNC Ilank
2101 Market Street
Camp Hill. PA 17011
(717) "61-2022
GREETING:
We command you and each of you, that, setting aside all manner of
business and excuses, you be and appear in your proper person bciorc
our Judges at Carlisle, at our County Court of Common Pleas, Orphans'
Court Division, there to be held in the County of Curnberland, on the
_.__~O!~.__.___n_ day of. ,~!llL_..____ 1991.., atlL:()~M.
[prevailing time] of that day, to testify all Hud singular those things
wltich~uo9liA" IlIiolW in a certain information for all balll<l111l.t:.t:~:r:,Il,. __
regarding any accounts held by Frances S. Leamy, indivi.dually and/or
jointly, and any accOImts held by Dani~1 R. Leamy Jr.. i.ndi.vidually
mtdjur-jlJtmi:y:--Please provide J:he doc(Jllilml."Sreque~---
attached list.
________.~___.___.______.__.___ .___....__~__.____~_________....___n___._ _ ______ ..._
Failure to appear may result in the initiation of oContempt of eourt
proceedings against you and/or issuance of a bench. warrant to secure
your presence.
WITNESS the Honorable Harold E. Sheely,
President .Judge, at Carlisle, the____
day of _____n A.D. ONE THOUSAND
NINE HUNDRED Ilnd ____________
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. (h) Tangible personal property of the Estate will be distributed among Dani~1 R.
Leamy, Jr., Chlll'les D. Leamy, Susan L. Thompson and Martha Jane Mullin
pucsuantto the schedule attached hercto as Exhibit "A" and by this reference
made a part hereof.
(c) The residue of the Estate will be divided equally among Daniel R. Leamy, Jr.,
Charles Leamy, Susan L. Thompson and Martha Jane Mullin.
(d) Mellon Bank, N.A., will serve as Administrator, c.t.a. of tile Estate and will
receive compensation for Its services in accordance with its standard schedule
offees.
6. Alllellal fees and costs incurred by the parties hereto In connection with the
matters referred to herein shall be submitted to Mellon Bank, N.A., as Administrator c.t.a, for
payment. All legal fees and costs incurred by the parties which Mellon bank, N.A., as
Administrator, c.t.a. deems to be properly deductible as expenses of administration on the
SlJpplementallnhetitance Tax Retum, pursuant to Plll'agraph 1(d) below, shall be payable as
expenses of administration. All death taxes, expenses of administration of the Estate and legal
fees and costs incurred by the parties not deemed administration expenses by Mellon Bank, N.A.,
as Administrator, c.t.a., will be paid out of the residue prior to division and distribution thereof.
1. A supplemental Pennsylvania Inheritance Tax Return shall be filed by Mellon
Bank, N.A., as Adrninistrator, c.t.a. of the Estate. Such supplemental Inheritance Tax Return
shall make the following adjustments:
(a) An additional deduction shall be claimed on Schedule H, Part A, for Susan L.
Thompson, "Reimburscment of Funeral Luncheon" in the amount of Four
Hundred Sixty ($460) Dollars.
(b) An additional deduction shall be claimed on Schedule H, Part B, for the Register of
Wills, Cumberland County, "Fec on Grant of Letters" in the amount of Four
Hundred Forty-six ($446) DolIlll's.
(c) An additional deduction shall be claimed on Schedule H, Part B, for the Register of
Wills, Dauphin County, "Fee on Oath of Personal Representative" in the amount
of fifteen ($15) dollars.
(d) Additional amounts shall be c1aimcd on Schedule H, Part 8, Item 2, "Attorneys
Fees", for such legal fees and cost incurred by the parties hereto as Mellon Bank,
N.A., in its capacity as Administrator c.t.a, in consultation with the parties, shall
d\.:em proper deductions for expenses of administration.
(e) An adjustment shall bc made to Item 2 on Schedule H, Part B, Item 2 Attomeys Fees,
for increase in fees charged by Nauman, Smith, Shissler and Hall.
3
IN RE: ESTATE OF FRANCIS S. LEAMY, )
)
Deccased )
-.--l
NO ...J.;B9..'l.64.9 3 3
BOND
KNOW ALL MEN BY THESE PRESENTS, That we, Susan L. Thompson, of
Lexington, Virginia, and Martha Jane Mullin, of Washington, D.C., as pl'incipals, and General
Accident Company of America, as surety, in the Commonwealth of Pennsylvania, are held and
firmly bound unto the Commonwealth of Pcnnsylvania in the sum of Three Thousand
($3,000.00) Dollars lawful money ofthe Unitcd States of America, to be paid to the said
Commonwealth, Its certain attorney or assigns, to which payment well and truly to be made, we
do bind ourselves, jointly and severally, for and in the whole, our hcirs, executors,
administrators, successors and assigns firmly by these presents.
Sealed with our hands and seals dated the Z5:l:h. day of April 1991.
WHEREAS, the said Susan L. Thompson and thc said Martha Jane Mullin (together, thc
"Caveators"), on the 25tbday of April, 1997 filed in the office of the Register of Wills of
Cumberland County, Pennsylvania, a caveat against the admission to probate of any paper
writing alleged to be the last will of Frances S. Leamy, deceased, or thc granting of letters
testamentary on the estate of Francis S. Leamy, deceased.
NOW THE CONDITION OF TI-IE OBLIGATION is, That if the said Caveators shall
pay any and all costs which may be occasioncd by reason of such caveat, and which may be
decreed by the Register of Wills, or by the Orphans' Court of Cumberland County, to be paid by
the Caveators, then this obligation to be void, otherwise to remain in full effect.
Scaled and delivered
in the presence of:
~1Jll-I\~)lJ\ d~,;~J(J .fL
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Susan L. Thompson, Cavea
on behalf of the Caveators
-~'-\\\\l~ . (~\~ r.\ 0;//
GENERAL ACCIDENT INSURANCE
COMPANY OF AMERICA
f, "
By: . A. (I U r/) U~ 1';-1.::(0 -<<.I}
Shari L. WEolsthafer (.i
Attorney-ill-fact
G. ^ \ . Power of
'1 \. \ Attorney
4)6 W.lrlut SHut Phlljdtlph.a, Penniylv.nil 19106
C A S,' 8 '.' ~ I~)"
.... ') t,"'i . 'J1 ,)
kNOW ALL MEN BY HIESE PRESENTS, Ihat Ihe GENERAL ACCIDENT INSURANCE COMPANY Of AMERICA. . Penmylv.nl.
eo'po..I"," havln8 ill p,i"c'p.ll office In Philadelphi., Pennlylv.n" dOt'I he,eby mJk., con~itute .nd 'ppolnt Shari lI(mlhllfor.
K a l hy Snyder'" --- - ,- --.---- -----.. -'-'---'-" - ----- --... ------.. ..-- -.-----------..---..----------..----
~.ach Indi\'idually If there be more than one n.amrd, Its !rut' and IclMul Attotntj'.in.FdC1, to makt', t)(Pfult, ~dl and dfliver " ~utety lor and on
III beh.lf. .nd II III act and deed any .nd all bondl and undenaklngl of lllrely\hlp. .nd 10 bind Ih. GENERAL ACCIDENT INSURANCE
COMPANY 0' Mo\[RICA her.by al fully and to Ih. \dme .><1.nlll illuch bondl .nd unden.kinSI .nd OIher w,itinSS obllsatory In th. nJlure
lholed we,. ligned by an ["ecllllve OffICer of Ihe GENERAl. ACCIDENT INSURANCE COMPANY Of Mo\ERICA .nd ",.Ied .nd .~~ted by
one o<hor oIluch office", and hereby rallfi.. and confirm! .lllhal ill \.I.d AltorneY(I).in.f.ct may do in pUllu.ne. hereof; p'ovided th.t any
bond 0' lIndellaklng of luretYlhip ..eculed ""del thll '"lhodly Ihall be wbject to Ihe fo!lowinS IImilallonl:
Any Prob.te 0' flduci.ry Bond In .n Amou,,1 nollo e,ceed ,.".....,.,.,..,...........,..,.............. .$1,000,000
Any Planllff', Court Bond In .n .mount not 10 .,coed .. , . . . . . , . . . . , . , . . . . . , . . . . . . . . . . . . , . . , . . . . . . . . , . . . . . $ 100,000
Any Public Official Bond (."Iudln. hlanket) In an .mount not 10 e>reed .......,...........,............,.,.$ 100,000
Any llr..n", & P.rmlt Bond In an .mounl nollo ..coed. . , . . . . . , . . . . . . . . , . . . , . . . . . , . . . . . . . . . . . . . . . .. . . . . . . $ 25,000
Any Cort on App"at or Removal IIond In an amounl nol to ."eed . , .. . .. .. . . . . .. . .. .. . .. .. .. .. . . . ... . .. . . . . S 2,000
Thl. power of a"ornt')' I. granled unde, and by aUlhorily o( Subsection S,1 [h) 01 Article V 01 the by.laWl 01 GENERAL ACCIDENT INSURANCE
COMPANY Of Mo\ERICA which became effeciive February 20. 1992 .nd which prcJVi.lon. aro In full (orc. .nd .ffect, reading as follow;:
"S,1Cbf Ttw 80ard 0( Oirt'(1o/l Of p,t1Jdcnt, Vf(f. Prei~nl, 01 O(t~ otfkrr <k-siiN1td by lNom ('Il' rilhff oiltwm ~II hi.... povm 10 .ppoinl AnOf~in-fK1 "ld to ,1Ithori!e them
to ~ on be-h.l1f oi l~ Complony borodl ,00 lIrodoen.Jkl~, rKDlNIIOCf1, r.orlttKU 01 indemnity .M odwr wriUf'lII ~Iorr In l~ f\llutt~ lhttoi, ,rod 10 ..ru..:h the ~Il 04 t~
(:.ompIny rhtteto; ..nd lh..lll ,,~ h..~'t pcM't'1 III rri'T'lO'.'f ,ny WKh A"OI'/'M!Y.in-F,c1 .at ,n..,. lirot .nd ~ I~ powt'f uld ikAhorlty JivttIIO hil", My In~Nm~n1 ~f(Vlfd bot ..ny
weh Anon'lt'y.in.F'd Ih.ill b~ lit blr.di~ upon I~ COfTlp.lny u If lflr.ed by..n be<vti'fll! Otfkef. .nd ~..Ied And ,nesltd bv the Seclt'Ury,"
Thi. power 01 allorney " "gned and ",alc>d by ('elimile under and by authority of Iho following r"",llrtion adopled by th. board of dl,eclors
01 GENEllAl ACCIDENT INSURANCE COMPANY OF Mo\ERICA, at a meeting held on the 201h day of February. 1992. at which. Q"orum was
p'...nl, and \did relollltion ha, not been amended or r'p".led:
'1tftotwd. thtlln IU,(\li(\. poo.~ oJ Aftomey plll1lUl'lI to wbsoedion S.l(b) 04tnt by.1.lI'NI ollt.Q Comp.lny the $ij~IU~ oJ t.ueh "rKton.nd otI"W;:H'I.nd t..e WI' cI the COOlp.lny
ma.,. be .ff'~ 10 ,fly such ~ ot"nOfnc:v Of ..ny cer1irIC.I!t' rt-uli"llhc-~o by l.w:ilrN'e, and o1ny IUCh po'I\~ of <<torneoy Of ~ be.lrina: wch (.I(sjmi~ Wcr\AlU~ Of fKlimik!
tuI $lwl be v.llid ,r.:l bindrns upon lht C')o'op,any In lhe Muf'f! with ft1('lt'Ct to ..'" bond Of u~kif'lllo ........M..1I iC is Ift.ktwd,"
IN WITNESS WHEREOf, GENERAL ACCIDENT INSURANCE COMPANY Of AMERICA h.. c."sed 1he1e presents to be \Igned by Dennl, S,
Perle[, lis VICe Pr~idenl,.nd its cOfporate ",.110 be hereto affi>ed. this 6th day 0I_.-".ill:L1llirL___.__.
19 -'[1- 1~~ l ACCIDENT INSU E C~ Of Mo\ERICA
~~, ~'
Oennfi S, ~" Viet! Prt.'~idenl
Commonweahh of Pennlylvania
Philadelphia County
6lh
day
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Thi. Power of Altorney may not be used
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J,\m<l E. Carroll. ^,~,"nt 5ec,eu'Y
J Ulli!.i!!:L.!!...._1999
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IN RE: ESTATE OF
FRANCES S. LEAMY,
Deceased
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
97-04~~ ORPHANS COURT
IN RE: MOTION TO COMPEL DR. MOOLA TO PRODUCE DOCUMENTS
ORDER
AND NOW, this
'i ... day of June, 1991, argument on thc above captioned
motion to compel is set for Thursday, July 10, 1997, at 2:00 p.m. in Courtroom Number 4,
Cumberland County Courthouse,. Carllsle, P A.
BY THE COURT,
'Ali
. Hess, J.
Jayson Wolfgang, Esquire'I'1~~.Q ~"'f -4. -/1-97
Mary Patterson, Esquire - /l1a.J...\J C~ ,"'" -II -'17
Thomas B. Schmidt, III, EsquIre m~.ll4l ~14'1f. -Ii ,''7'),
Dr. Jagadeesh K. Moola - fnC4.Q...o C"f'(j- (... "I/.t-)'J, '
:rlm
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INCQME RECEIPTS
Interelt .
E,tate Aecollnt
D. Leallly,Account
As of 2/28/98
As 00/31/98
As of 4/30/98
As of 5/31/98
As of 6/30/98
As of 7/3 1/98
As of 8/31/98
As of 9/30/98
As of 10/31/98
As of 11/30/98
As of 12/31/98
As of 1/31/99
As of 2/28/99
As 00/31/99
$ 58.05
88.02
119.98
1,293.44
2,511.42
2,415.53
2,464.93
2,519.39
2,467.28
2,504.90
2,349.68
2,367.3 7
2,283.58
2.083.79
$ 25,527.36
29.30
16.98
711.64
32.31
19.78
879.11
33.98
16.79
.47
. 3.69
1. 744.05
Totallntel'est Income
Dividends
As of 2/28/98 $ 15,515.88
. As of 3/31/98 487.66
As of 5/31198 3,401.46
As of 6/30/98 351.90
As or8/31198 351.90
As of 2/28/99 $ 876.63
As of 3/31/99 12.00
$20, I 08.80 $ 888.63
Total Dividend Income
Other Cash
$ 244.79
Total Other Cash Income
TOTAL INCOME RECEIPTS
. 12.
S 27,271;41
$20,997,43
S 244.79
$ 48,513.63
" ,
REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF FRt\NCES S. LEAMY, Deceased
No. 21.97-455
DECREE
AND NOW, this
day of November, 1997, the Register of Wills of
Cumberland County, Pennsylvania, grants Letters of Administration Pendente Lite in the Estate of
Franoes S. Leamy to Mellon Bank, N.A. ("Mellon Bank"). Mellon Bank shall serve as
Administrator Pendente Lite until such time as a personal representative is appointed for the
Estate of Frances S. Leamy.
Mellon Bank, in its capacity as Administrator Pendente Lite, is hereby directed to
reimburse Daniel R. Leamy promptly for the following expenses inculTed by him on behalf of the
Estate of Frances S. Leamy:
Disbursement
Date
Amount
1. Arthur L. Proctor clo Ray Shafer
for trash removal 3/21/97 3/21/97 $100.00
2. Arthur L. Proctor c/o Ray Shafer
for trash removal 3/28/97 3/28/97 $150.00
3. Rolling Green Cemetery Co. for blook
0-9b-#300 and Death date scroll. 3/15/97 . $204.00
4. Giant Supermarkets
Party Trays 3/16/97 $479.84
4@$119.96
.....
5. Rolling Oreen Memorial Park ' 3/2~ 197 . $695.00
Rol1lng Oreen Cemetery Co.
for opening and closing of grave for
Prances S. Leamy
6. Myer~-Hamer Funeral Home, Inc.
Servioes for Frances S. Leamy 4/23/97 $4i004.00
,..
Total .
$5,632.84
~
Mary C, Lewis" Register of Wills
i I'
. \,
. .
REG.lSTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF FRANCES S. LEAMY. Deceased
No. 21.97-455
STIPULATION
The petitioners and the respondent in the matter of the appointment of an
Administrator Pendente Lite in the Estate of Frances S. Leamy, deceased, in resolution of the
issues raised in the petition and in the response thereto, and intending to be legally bound,
stipulate and agree as follows:
I. Mellon Bank. N.A. shall serv/J as Administrator Pendente Lite until such
time as a personal representative is appointed for the Estate of Frances S. Leamy.
2. Mellon Bank, N.A., in its capacity as Administrator Pendente Lite, shall
reimburse Daniel R. Leamy promptly for the following expenses inculTed by him on behalf of the
Estate of Frances S. Leamy:
Disbursement
Date
Amollnt
I. Arthur L. Proctor clo Ray Shafer
for trash removal 3/2 [197 3/21/97 $100.00
2. Arthur L. Proctor c/o Ray Shafer
for trash removal 3/28/97 3/28/97 $150.00
3. Rolling Oreen Cemetery Co. for block
0.9b.#300 and Death date scroll. 31 I 5197 $204.00
4. Ol~nt Supermarkets
Party Trays 3/16/97 $479.84
4@$119.96
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REGISTER OF WILLS 0<' -' -
CUMBERLAND COUNTY OOURTHOUSE
1 COURTHOUSE SQUARE
OARLISLE PA 17013-3387
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F'. O. Box 840
HARFllseURCl. PA, 1710e-oe..,O
t?-I- ~f-' '155
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Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
... '..'...---'--..----------1!
OFFI(;IAl. lH1E ON!.V
PI ('.IIIH'
REV"1500 EX + (1-07)
,COMMONWEALTH OF PENNSYLVANIA
'DEPARTMENT OF REVENUE
DEPT. 200601
HARRISBURG, PA 17128-06~1
14, Net Velue Sub eot to Tax Line 12 minus Line 13
15, Amount 01 Ine 14
ta~able at the spousal
lax fale
See Instructions on page 2 for appllcablo porcentago
18. Amount 01llna14
taxable 81 0% rato
17. Amount 01 line 14
taKable a115% rata 0 ..92.. ~ .15 (17)
18, Te. Due ....u&.,
19, _OfCHIiCK HEliE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I
.... BE SURE TO ANSWER All. QUESTIONS ON PAGE 2 AND RECHECK MATH <<
Under penalties of porju;YTdeclaro thai I have oxsrnlnod this ruturn, Including accompanyl;lg SclKldules and slatomonts, and to the best 01 my knowledgo ..
and bellof, It Is lTUO, corrocl and comploto. Declaration of proparor oltlOr Ihan fhe porsonal ropresontallv8 Is based on tdl inloHnatlon 01 which preparer haa
any knowledgo, ,___, m______________,___
~~~~ATURE OF PE~SON RrJ7NSIFil.f.'.' on FllINO,J<f,TUflN ADOflf.S5
.',1 1(/:) I ( (.II i i(" II ,(J , ,'.. ,', ( ",' ~'i N..'\.
SIGNATURE OF PREPAREROTHEATHAN A:p/ESF.NTATlVE .~oOIlf.!l0~' it .,' rp.,;;,)
""':',1". ..~ 1(>1 01.'rBV"
DECEDENT
CHECK
APPRO-
PRIA1'E
BLOCKS
CORRES-
PONDENT
RECAPIT-
ULATION
TAX
COMPUTA-
TION
___________" .,..M.._..._
u m' .._.__~._____..n_
me NUMBER
COlJN?V.CO(}!.
~~2,7
N &jffi,
.____.u,._.__ .
-...-...---.-.-
-._--- .... --- -~._-
._........_.____n_________
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
~~~E~~,~~~~~~ER---~lDATE6FiiEI\TII.'.'- "'------..-TOATE.O. BIRTH.--.--------~--
206-32-4054 -LQ~L1[31(}'L.---,--.,--J-I:O .98/1909 ,_n__
~f;:r~W~rl.f,!\I&U,"I~~I,~~JS"OllSE'S NAME IIN\!, SOCIAL SECURITY NUMBER THIS RETURN MUST BE FILED IN DUPLICA1e
WITH THE REGISTER OF WILLS
, 0 I I I R I -2- -S"---I-"~t-' R-t ---- -lITlTim4lndlf Relurn -
. r 9 no 0 urn , upp.omon 8 0 urn . (date of dulh prior In 12" 13-82)
4. Limited Estate 4a. rJ~\~~~jr~t:~~~\SI~~~;~.~~~82) 5. Fodoral Eeta10 Tux Rlrn. Roqulrod
6 Oecedent Died TII\ate 7, b/lcltdllnl Mllntalned II l.!vlno TrIIlt 1 8 T tiN 1 C I D II B
'tAllachcopyolWIIl) {AlIIlChCnpyc.lTlulIil, . OR 0,0 ,Joa opos mcos
9. UU aUon Procaods Recolvod . 10, ~f~u,~' ~n~~rl~C!1t51I(dall of dulh betwaen , ,~r~~I~~~n5t~hlt1under !lec, 0113("1
!!jISSl!CTION MUS! Ill! CONIPUlTtlp, ALL COAAl!SPONDIlNCe eo OONPIOENTIAL TAX INF.O,!!,ATlOllSHOIJLO II..!! DIAE01'1lD TO: _
NAME COMPLETE MAILING ADDRESS
Robert 0 Chase P.O. Box 7899 RM 193-0224
FIRM NAME (II Applicable) Philadelphia PA 19101-7899
Mellon Bank N.A. Administrator
TELEPHONE NUMBER
(215)553-0308
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation. Partnerehlp
or Scle-Proprletorshlp
4, Mortgages & Notos Rooelvablo (Schedulo D)
5, Cash, Bank Deposlls & Miscellaneous Personal
Property (Schadule E)
8. Jointly Owned Property (Schedule F)
7. Inler-Vlvos Transfers & Mlscellanoous
Non-Probate Proporty (Schedule G or L)
None
452 ,382.95
OFFICIAL uae ONL '(
(1)
(2)
(3)
(4) .
None
None
(5)
(8)
11,113.56
95,613.03
29 ,091. 62
(7)
8, Total Gross A...ta (Iolal L1n.s 1-7)
9, Funeral Expenses & ~,dmlnlstratlve Costs (SchedLlle H) (9)
10. Oebts 01 Decedent. Mortg, I.labllltles, & Lions IS", I) (10)
588 ,201.16
(8)
55,2]L84
10,972.00
11. Total Deduotlons (tolal Lines 9 & 10)
12. Net Velue 01 Eatale (Line 8 minus Line 11)
13. Charitable and Govornmental Bequosts/Soo 9113 Trusts
lor which an election 10 ta~ has not been mado (Schadule J)
66,943.84
521,257.32
(11)
(12) .
(13)
None
14
521,257.32
x:~
(15)
52h257.32 x
,08
(18)
31,275.44
0.00
31,275.44,
O"J.EE / /, ( / l i /)
3:+.LiLJ. (J
DATE
7 PA16001 NTF 1086:.
Copyright fnrmll SoltWlre On lV, \\)\11 NelGo, Inc,
PA REV-1500 (;X (1'.97)
Decedent'. Complete Addrfl.S:___
STREET ADDRESS
3001 Lincoln Street
Page 2
CITY
~ll
Tex Payment. end Credit.:
1, TIllC Dlle (Page 1 Llno18)
2, CredllslPaymonts
A. Spousal povar1y Credit
B. Prior Paymenls
C. Discount
~TATE
PA
lZip
17011
") 31,275.44
30,000.00
TOlsl Credlls (A + B +C) (2)
30,000.00
3, Inter08I/Ponalty If applklable
0, Interest
E. Penalty
501. 87
TotallnlerestJPenalty (0 + E)
4. II line 21s graater tllan line 1 + IIn3 3. enter tha difference, Thlsla the OVERPAVMENT.
Check box on Plge 1 Line 19 to roquelt I retund
8, II line 1 + line 31s greater tnan line 2. enler the difference, This Is the TAX DUE.
A, Enter the Inlere.1 on the lax due.
B, Enter the total 01 Line 8 + 8A, This Is lhe BALANCE DUE.
Make Chock Payable 10: REGISTER, OF WILLS. AGENT
(3) 501.87
(4)
(8) 1,777.31 -
(OA) 57.39
(8B) I, 834 . 70
ANSWER THE FOI.LOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedent make a transfer and:
8. retaIn the USB or Income of the property transferred; , . . , , . , , , , . , . , , , , , , , , , . , , , , , . , . . , .
b. retain the right 10 designata who shall use lhe property translerre" or lis Income:, , , , , , . , . . . , , . . . . ,
C, retain a reversionary interest; or. . , , . , . . . , . , . . . , , . , . . . . , , , ., "."."""...,.,.",..,.,
d, receive the promise lor IIfa olelthar paymenls, benefits or caro'l, , , , , , . , . , , , ' . , , , , . . , . . . , , . . . . .
2. If death occurred on or before Decembor 12, 1982. did dacedont within two ye.,s
preceding death transfer property wllhollt receiving ade~u.te consideration? If death occurred
affer December 12, 1982. did decedent Iransfer property wllhln one year 01 death wllhout
receiving adequate consideration? , . ' , , , . , , , , , , , . . , . , , , . , , . ' , , , , , , , , , . , . . , , . . . . , . . . . , . , . .' 0
3. Old decedent own an "in trust for" or payable upon doath bank account or security
at hie or her death? . , . , . . , , , .. , , , , , , , , , , , . . , , .. .. .. , , . , , , , , , , , . . . . . , .. , , , . ' , , , .. , , , , .. ,
4, Old docedent own an Individual rellremenl account. annully. or other non-probate property?, , , , , . , , , . .
Ves No
~ I
~
8 i
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P.S. 89116 (a) (1,1) (I) provided for the redllctlon 01 tho tex rote Imposed on the net value of transfers to or lor Ihe use of the eurvlvlng .pouse from 6% 10
3% for dates of dealh on or after July 1, 1994 and before January 1, 1998,
72 P.S. 89116 (a; (1,1) (II) provided lor the reduction of the rale Imposed on the net value of transfers to or for the use 01 the surviving SPOUSD from 3% to 0%
lor datos 01 death on or a"er January 1, 1995. The statute ~oe9 not cxolnol a tranfl,fer to a surviving spouse from lax, and the statutory requirements for
dl.olosure 01 os.els and filing a tax return are stili applicable even II the sVrllvlng spouse Is Ihe only benellolary,
FOR DATES OF DEATH ON OR AFTER JANUARV 1. 1995 -- Pleaso answer the following ~uestlon by placing an ","In the appropriate 'pace.
Old the decedent create a trust or .Imllar arrangement which la solely lor the aurvlvlng spou.e'a benefit lor hla or her enllre IIlettme?
Ve. D NO@
II you answered yes to tha above ~uestlon, lho tax on the 'rust or similar arrangement I. postponed unllllhe doalh ollhe second spouse. at whloh time II will
be fully taxable .t the rstels) applicable to tho remainder beneflolary(les), Enter tho valve 01 the trust orr Schedule J, Part II, In nrder to removn 1I1rom the
oalculallon of the tax duo In this estate, Vou may wish to IlIe Schedule 0 In order to make the election available under Secllon 9113, If the election Is made.
the tlllst or similar arrangement Is taxed In the ostate at the first docedont spouse, the pOr1lon of the trusl or sImilar arrangement which oonefils the surviving
SpOUflO Is taxod at tho zoro tax ralo, and the romalnder Is laKed at tho rate(s) applicable to tho remaInder benellcIBry(ies), If you chooso to make the election,
you must attach Schedule 0 to a timely-flied tax return, along with Schodule(s) K and/or M In order to show tho apportIonment 01 the trust or similar
arrangement botween tho surviving spouso and tho romalnder bonollclary(los).
7 PA16002 NTF 10870
Copyright Forms Sollwilfo Only. 1991 Nolet., Inc.
-, "......
REV-15D3 EX. (1-07)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETlIRN
RESIDENT DECEDENT
ESTATE OF
Frances S Leant'1
All property faintly-owned ':"'th right 01 Iurvlvorlhlp mUlt b. dl.cloood on Schodul. F.
SCHEDULE B
$TOCKS & BONDS
ITEM
NO,
DESCRIPTION
1 1,880 she AT&T Corp., O:mron; NYSE
2 1,173 she J\lreritech Corp., O:mron; NYSE
3 765 shsBell Atlantic COrp., O:mron; NYSE
4 1,715 she Bellsouth Corp., O:mron; NYSE
5 609 sha Lucent Tedmologies Inc., Ccmron; NYSE
6 117 shs NCR Corp., Camon; NYSE
'1 748 sha Nynex Corp., O:mron; NYSE
8 1,670 she SBC Cc:mnunication Inc., Ccmronl NYSE
9 748 shs U.S. West Inc., O:mronl NYSE
, If
J
FILE NUMBER
"
7 CPA31 NTP "'"
Copyright Form. Bnllware Only, 1997 NoteD, Inc,
, TOTAL Also enter on line 2. Reoa Ilulallon
(II mora spacals noedad, In.en additional .hoota 01 Ihe same slle)
21-1997-0455
VALUE AT DATE
OF DEATH
67,210.00
71,479.69
48,912.19
73,852.19
33,989.81
4,321.69
35,857.25
91,328.13
25,432.00
452,382.95
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Frances S Leamy
, 'SCHEDULE F 'l
JOINTL.Y-OWNED PROPERTY
------"--~-_._----
.-------------.--.-----
REV-1~D9 EX t (1-97)
FILE NUMBER
21-1997-0455
II an asssl Wit msds)olnt within ons v..r 01 the decodenl's dll. 01 death. It mUlt be repcrtad on Schadule G.
SURVIVING JOINT TENANT(S) NAME
A Daniel R Leamy, Jr
ADDRESS
3001 LIncoln Street
Canp Hill, PA 17011
RELATIONSHIP TO DECEDENT
Son
JOINTL V-OWNED PROPERlY:
DESCRIPTION OF PROPERlY -
l.ETTF.R DATE %OF OATE OF DEATH
ITEM FOA MADE Includa name 01 flnancllllnslltutlcn and bank DATE OF DEATH DECO'S VALUE OF
JOINT locount numbar or similar Idantlfylng numbsr.
NO. TENANT JOINT Attaoh dood for Jolntlv-hald rail astlte, VALUE OF ASRET INTEREST DECEDENrSINTEREST
-
1 A 8-22-92 Property situate and known as 116,000.00 50% 58,000.00
3001 Lincoln Street, Borough
of Canp Hill, CUmberland
Cbunty, Pennsylvania;
appraisal attached
2 A 6-1-93 Checking Account No. 75,203.04 50% 37,601. 52
5140037166 with ~IC Bank
3 A 6-1-93 Interest accrued to date of 23.03 50% 11. 51
death on item no. 2
. '
,
, ,
,
.
TOTAL ~'o anter cn line 6. Recapitulation) S 95,61~Ql.
7 CPA91 NTF 10!JU9
(If more epace I' needed, In'ert additional ,hoet' of tho ,ame ,Izo)
Copyright Form. 8ollwalo Onlv, 1991 Nelco, Ine
JIJ-l 10 '98 16114 FR LANe ~IELLON Pl'l'1G
. .t. -.. "y,.." WI,a,l "'... ....,~b
717 295 3215 TO TAX DEPT
NSUoR
P.04/07
Ii 0041010
......1.' '
HARTMAN'S RARE COJNS &. BULLION
48 I<llll' Villa( II
Hllrilburg, PA 1 " 04
11m _.,a4
Ham. Pliant 17m "'11311'<< l.'tt1Ing Ajlpoll'1lm.lllt
Deft
/...11
1.ft
Thltl.
.21 811 of SaJu
AJt(h. ("bh.'1_
7) J- /6iz.. U4?!hIt.
Ad~1'lIU
0,1..... . . '.11., . 1'1\1I Iltle
In tOMlOIIdon 01 L .-I... rwoolwd.llo heNby... WId........llfOPII\lH
IIld """" Ill"", on Ill'" bIlo'"." _11I'0 fIIIo :.".... !kIlIIn. .1Id _111I., /IIIIIe
I~", 1Il1l\0f1ty 10 ~Iopo.. or _. I NnIIIr "'"A/l11hal1 Ohlla .....,.,nd Ill\' ~ghI..... lllltIlo
~It/>ott Q/ ...., pr~. .
IV CAIH Otl~
QllAHl IT\' "fllCd ~
u.s. 10" 7, -
u.s. 40"
-
W.T.50 ZtJ. .....
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SCMPIOK A ,- o' I
14K - I
.
16K
18K
-
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.1188 FIN .... "
(.3)/(;~ btJt.o If':. !1J..
-- 141, p.
Jl.tl 10 '99 151<\6
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MAY 2? '98 1 ~Ii 59 FR LANe ~IELLON Pf-)"IG
?l? 295 3215 TO Tqx DEPT
P.02/02
S c.... /:")
] f J . f.7
.----.
April 28. 1998
Mellon Private Asset Manageme t
RECEIVED
TSC
DAnfJ-Y 0 ~ ~
-
28 Penn Squ.ve
Lone""t.r, l'A.1700~.~87~
(71 i) no.'-MO I Olli,n
USX Tower
PNC Bank, 2 ht Floor
Decc<lcnt RJl]lortiog
600 OTanI SIlIlCl
Pittsburgh, PA 15219
Mellon Bank, N.A., as the Exe.culDrlAdminiitralor of the ,Frances S. Leamy, a rcsident of 3001 Lincoln Street, Camp Hill,
PA 17011, Social Security #206,32-4054, requesls lhc below infonnatlon as of tho d~t's date of death,
Much 13, 1997. All future oorrespondllllCll, including 1099s. interest checks, statemenl$, etc.. should be sent to my
'"attention at the address noted above.
Your completion of the following repon will be sincen:ly appreciated. IF THE ANSWER TO ANY ITEM IS ''NONE'',
PLEASE SO STATE. Kindly return it in the en'closed stamped, pre,addresSed envelope. Thank you,
ME~~~. N.~/ I /
By. ," ~ atf~~
Go7JO. Hess
Senior Adminiittatlve Assistant
(717) 295.3218
Report from: PNC Bank
R t: C l~Jv'E'D
l1AY 2 7 .
MELLON PAMG
L On the date of death, March 13, 1997, Our rC(;ords showed the followin41 balance(s) to the credit of 1he
above-named decedent:
NOTE: FOR ALL CERTIFICATES OF DEPOSIT OR SiMILAR TYl'ES OF ACCOVNTS, PLEASE PROVIDE
!:.AST RENEWAL DATE, NEXT MA TURlTY DATE, CURRENT FACE VALUE. CURRENT INTEREST RATE.
HOW INTEREST IS PAID.
ACCnled
Regisle~ Ownens) and DOD InterNt
Aceolmt Number ~pf Account Date Account Established Ba1ll!!cc to 000
Daniel R L-"Y
.5140037166 CHECKING ACCOUNT Frances S Leamy $75/203.04 $23.03
2. The decedenl did/did not maintain a safe deposit box with our in!1lilution/ The box number is 582
I Sa!. llepol!li t Bol(
PNC BANK 'Frances S Leamy
Paniel R Leamy Jr ./
\
.)
Date
May 19 _ . 19 ~
By F. r. !l"hl~..l
Authorized SIgnature
2P109/jdf
,\f"n"",j'I'Io'II(I"'l\(",i/llll"", "/"I,t "11,",',1" "'''''t,I,'I,',;I,II'/,,-,!J,,,,, 1,'I""""1/",,,,@
** TOTAL PAGE:. III;;! **
P''!lI.tr1i'J2w".1!2O--.__ UNIFORM RESIDENTIAL APPRAI?.AL REPORT Fi!~J9,[L_".,...
~'-'1Jr~1. ~JtU!lQQl...~J~~_Ql!~ ._~I8.~.~.L_________~~ti_t;M? HI LL ---'H.lj.!A.__1L~J.1t 1J.9.U_...._ 1
-~tH'.Q1t.i[.'r:J:~Qr,f,Q_.~Q9.K_Js.Y.L..P..t\.Q.f~5. __ -Si~!llt.g.r~~~~_M!P,,_....... ,.._ J
~.'H1P' I, PI':jl !,'1 .?:'.L1:1Ar. Rn'..~:Bn,!!:.L!!!ltllis.R___..__.l..!.:!J1!!.J.9.9..7 .U r,~uJl, 951 ,00, SJ.:II,~~.l,1.lg_t~t.U.N.,O --~J,".'''','
~~8.t!.t!..J.'1LL--_._~__._ ~"!O...~er tEARY ESID-L-_. _.Qill2!!1L.l;{] Ow~tL_Ul~~~L _.LJ.~"tUrtt
~ PI r1' .!1J!IJIJ~lrlrUj I X ~!!~~u== P~l!cJ1.ill__UJ:~ TI9on~i~m{HUO/VA~nl~I!.Q~J.__..J~.QH.t/y,.!
!!!'j~eiJt~_d..'!~j!ff.QJ!.iL\E'.~._~OROy'g!L"Qt CP.MP Hlb..~_____~H Melelene. 0 1-21-027J~050 C.nlUl f'fSLQJQ~, ..."._,
1!!11!!o.1.~J.A.._____.,.Q!~.t ~. $'I.~ N/ A C'l!~gtron ,~~ S lmo~nl a' lOIn cl't.lq.t!ccncUliont '~l'!.~.1!!.!!d~____... __u___
.~'illl;ol1'.R!.YAU:.~BLHj:_',IL~.1l!~!!A. "''I'' 10, SOUTH MA~L?IB.~illJ!R(L,-,-f1\__J.1 lQ,l ,_
.ill!.l!.!!LRQ ER ,AJIf~HOF'F' "f!!.I.1L!..Q.L~.s R E: 5 E C C J1Q25....,.. _...
L"~'!IOM UI)I~ \.x~ Su~u'~Jn RUlli Pr.domlnant SlnQII "Milytloutlnll Pr.t'ntlandu'"Y. L.ndu"ch'fl~'
8ullt u~ Off! 75'( I..~ 2S'75X UM'12SX Ol;cup.ncy fr~IE 11~1 0'1' III1"ly ---12 eX) Nqlh~fll [J l...,y
010.....111'.1. ~.~i1 I~SIUI. Slow Own., 1..5. Lllw 10 2..r.rnily ---2. Olnp'I1eUt
Prop.rtyva1uu In~llull\g ~ SIUI, 0e~linln9 TIne." ~ 0 W~"'1l\l1y To _~.,_~..
Otm.n~/lupply S~altll' InNUnu ().oetl4l~ V'e&r.I(()-sx! m" n CotT,m.rCI.I_ __._.........._..,_
In I r n m 1 0 V C' I
Not.: Aiel .nd lh, 'lel.I eomp(l.llion 01 th. n.lIl1~borhood II" not 'ppr.f..1 f.ctorl.
N.19/'lborllOo4bound.nfl,n4clllllctutjtlcl: The naillhborhood i~ bounded bv Route. 11/1i;. west or 21st Sltt.l.LJIL_
' 0
: 'lIelol, 11l11.II,el Ih. mlfktl'~ilily or It" ,top,/UflllIllI. n,I9hllofllood (p/o~lmlty 10 .mllloym,nl.nd .m,nUl... .mllloym.nlll..illty, -,u,~t;i;'i--
s bor 0 a s b II \I 11..1"~...,_,-
serv ce d is omoetlti\le wIth other neillb!t:2.rhood5 In the ""era1 a.c.u.l_M2JL,
similar amenities. unfavorable faotors were observed whioh would ad\lersdv .rtttL-...._,._
.Illil......_ .~,.,~
...'.------...-...-,..,~
U.I1l.ICOndWOlllllllhf IYllj,et n,lghllorhood (1lICIYdlng 'lIpportlQr III, '"0'0" eonchulonl"I.I,cllo III. lr,nfolprop,rtyvtlll". cI"n.Ilc1/ll1Pply.,nclmllkflln91,,.,,
..'lICII'td.l,o"Com,UlItiv,prop'tu.stOtul'lnlll'II.lgI'IIlOthlJod.d'lcrIPlloIlOIIIl"rt".I.IIC101I,I.I.ndlln.ncln,colle".lolI1,'lc,1
e o_iQreseeabLe economio trends whioh mllZht sllZnlf!cantly lnfluer'ICI III.Irk'l..2.20<<J1J2nL,T
n :I area e u e tot a ere eC!...A.J!ide varl.t~21!rw.ntlon.1 rl2tnIjiHt.. '~'~.V
o t tlv ate As as e e f finlinctnll have little. if any. 11llw.,L9.a"l.Alf:'~,_,__
r _est rates remain rea,onable. Drooertv values and lI\!Irket.biilt~ shoul['M._i92.dL_
PI"OJ.ct Informlllon 101" puo. (11'PIllie'lll'l. .111hf d.v.IOWl'bulfdtt III conlrolllr lht H4m. OWl'\frt' AIIOCI,UolI (00")1 U YIS 0 NO
~ ApprolltNl'IOI'1 nymhr ot ynll, In Iil. subj.ct ~roj.el HI A . "pproxlm.lt to'-llIlImbtto!lIIIIlllot It"III \tit 'ubiul ,rolUI H/.A.~._~__~.
crlblcommanll.m.nl..ndrtC"llion.ltlelllllfl' NIA
OItntn.lon. ~l..!3.- Topo9rt,hy ~
51"... ill8 sa.ft. . .19 AC ,~ all, TYPICAL EQILARI"L ,_
SPf,llIc lonln9 clmlRe.tlQn .nd d.zcnpUon I A SlIt,,, RmAliqVl.~ _~_
lonin9compll.IICI 00 L1II9,1 ~l'Oraril/ni'-'9(Ot"'hltdlllfl Gr.ln'9' mEARLAQ.tQ.VAIt~_._
, , Vlow A'ill!A~,_._ _"_n_._
Utllltl.. Mile Oth.r Off.tlt.h'tpf'ovemenh TYll' .Publl' Pttv'I' l.Jnd.CJrA/19 mBlli___~.._...~
!If(lrlell,/ 51rt.1 ASPHALT Drlvtw.ySurllct ~______.._
0.. NONE Curl/,ull" CONCRETE App'ftnl''''l'nfnl. t:i2t!E....Q~
w.lt, Sldtw.11t CONCRETE fll.4... !llt1cl.l Flood Hflutcl "ft, U Y.. 'LiJ.;--
'.rwury'tw,t 31,..IUgIII, YES WotAlolIf C l,l~,Olld.l.-_tl:lL.
,0 "II II . q.18_~_.._.__,.._
Comment. ('PPltlnl IdY,r.. "umenll, tn~rolclItnlInl,. .PICI.I ......m.nl.. ,lId. .t..s, 111"11011,,'1 noneon'o/mln9 ,onln,. lilt, 'Ic.l, illl..l1u_.____~
\I te iPlorovements._averSlll'l land3eauinlL Ind tvoics1 ulntenllnoe. ThtLLM.J:.-n'l.lIllPt.rJ1nL__
y 5' e e n c eachme or ot e dve ~e c..2.lliti1.l ~ _"_~_~_
QEHEAA~OESCRIPTIO~ OT(llIOR DESCRIPTION FOUNDATION BA!lEIolENT
No.otUnlls 1 Found.lIon ~ LOe 51111 MQ<<~ "'''Uq,'L i.2
No.olSlon.. 2 f;cl.riorW,II. 'C IV CIMI~ 0 XFIN.lltcl R1l._.
Typt (Otl/AIt! IIoot SlItI.e. C 8u~m.nl S c.Uln9 JU!lEW
Dc",n(S~I'1 Gutt.r.lOwnllll.. SlIl'\II~ W.1I1 ~~
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V'''''.l!!!!!Jl'1'li2!L_. UNIFORM RESIDENTIAL APPRAISAL REPORT "', ~,J.!l!<;JQ.Q.L..._,
EHI~IA'EO SITE Y.4LIJE . .-;-s.::=~3~_:'Q9_Q_ C~mm.n!l all C'~~I A~~fQ"n (,~c~ n O1/ra Ql :HI .,TI"1II.
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1.600 . ., 00
Cr03St 5.9
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Se. Attached Addendum.
BJ CT COMPA8t'.J N OMPA aLE NCJ 2 OI,lPAfl),B NO, 3
'''',,",..,,,.. HAS NOT ONE KllOwtl TO EXIST NONE KNOwtl TO EXIST NONE KllOwtl TO EXIST
,,,.,.,,,,,,..., TRAIlSFERREO THER THAll LISTED OTHER THAll LISTED OTHER THIIII L1STrD
'" 5 B V' B Y.L....-. ROV
AtII~tl. of.ny turrtnt agrttll'4nl 01 "If. opdon. 0' Hdng ollhll tubjtcl Pl'09frtt'nd 'N~sls o"rPf pliOt "It. 0' .ut>!fel.nd C6rnClIrlblu wltNn 0hI yt., olIN dall or .ppr.!S;iI:
~inQ to Informat1oQJP.rOlllded bv the multi-list ~~ reQion. the subiect
· · ot been ll.tod for ..1. wi UWl..!b.LW.Ll<Ll1\>nth.. P!llQ~JJ;.. 8-2~-92 FO
IHDICATED VALUE BY SALES COIrolPARISOH APPROACH S
N:lK:ATEDIIAl.l.€IVflCOIrolEAPPROACH itA ~lIcabl.)E'lIlNt'dU"hIRtnIS / 1),b.llQrouAtnIUul.ptltt /. S /
Ttll"'~f.I"II.m'd. [Ir',sl" 'IJbjtClkl"'l'tPlIf1,'lltrl~CbtOtcondb\lh"d"1ow lUbjcc1bCOf'r$llfllonP4I~I\j'nd'~ci~eallar.l.
CondI~oIAppnI..~ This aoorals!.Lmort has been_p'reoared with the DrODertv 1n lias 1311 oondl.t1.Q!LLJ~j,o
o a .tQP.ertv has bf!en...lnr.ludo!~ valuatlonL--
FlNI RfCOncHl'Uon~ttached A_ddendum.
Tilt pUI'POIt 0111\1. a~~r.ltlll, to "tlm.l.th'INIIIl,t ~.Iu. 0' 'h, rul PAlP,rty 1/1411.1,.. .ubl'cl 01 II'II.I'IllOrt 114Mdon 1t4./)oyf condlJOnt and !hi c.rtiftea!kll\ ~Qn!lnqenl
.nd IlnW~ng condillon...nd 1N~'IY'JOI6IftN~ ltIal.l't sbllld In tCI.tllctwd Frlddt Mle FOtm m/F.Mt..... FOtm loo.lS(AMMd ~_ I.
I (WE) ESTlIrolATE THE IrolAtH(ET VALUE, AS DEFINED, OF Tt€ ItEAL PROflERTY THATlS THE SUlI.E:CT OF TMS REPOfH, AS OF tiARCH 13. 1991
. (WHlCU IS THE DATE OF INSPECTIOH fND THE EFFECTIVE DATE Of' THIS REPORTI TO IE' 11 6.000 .
,A"'''AISER; \~! \L /1 SU'EAYISORVAP"AAISER jOHLVIf "EQUIREOI:
IIq".. I I~ / I "1".. 0.' 0."'"
~ERTIK. BANZHOff j' Namt tn'J)tcIProp.rty
o.t~Af~BRUARYJ:2. 1998 O4IIfRlpOrlSlgnlll
Slal, C.rtHlc.llon' PACERT RL-OO 1211 ~L Slat, P~ SI.I. CIlfHlc.\lon' SI,t.
OrSIIII.lIc.n",' RH~04q271~A SI,I. PA OrSt"llle.n..' SIIII.
''"'''.'hc'.....1O IIU PAOF.olOF2 '._1tH'.....10Q.1 lIU
....-.....-........--.~.._....._-".~
Central Penn Appraisals. Inc.
1'11_ N,} I.INr.l00 1
OEFINITION OFMAHKET VALUE: rhQ mO'lt PfobJblQ PWA Wl'HCh J prQP1Hly ih,Jijld blinlJ Ir\ J com~"IIli',q 4n,j iW,jrJ (f1~f,,~t
vndt'f JIt ccndlliont 11l!llI11Ilf} 1\1 ~ IN SJ!O. 1119 bVYIJ( dod SIIIIM. fUr-h .clioQ pr\J(hlnUy. \f'!owtlld~ll;lbly ~l1d U1lJfllln~ thu P,iCII 11 1\,)1
ilft~0!!j,j 01 YOdilU Ulnli/lij~ Implicit In 11111 detlflltHln I~ 1M COIWlrni'lldllQn 01 ~ HIIJ JS 01 J Ipl1eifl.d dJl' 4nd tho PJUlflQ (I' hili) 110m
SOll611O bWllf ulldot COndilioM whal@by: (I) tl\JYfI/ and teltor 4t, IYIHcaUy molt'l'~hldj (2) bolh pMllu 4re well iflfo/nllld 01 well 'il't'I~"d,
and "l:h Jcling in what hit COntldlH$ hi, own bl1111nlfHIJsI; (.1) a rilHoMllle timn I. .1I0Wfd fOf IUPO'UIO in tn. OPlIl'l market; ('I) P~Irt1<lf1l
I. made in lffms of cun in U.S. dollal$ ot In IOlmt 01 finJllcl.1 mJllgomentt compmble lhulelo;.nd(5) Ihe pried 11Ipres.,nl, Ihl1 noltll-lt
cQnfldel.llon 'Ot the ptopolty sold un.tlfllclsd hy spacial 01 llfealive fin~nolnq or utllS COnco5,jon~t Qf,olfld by anyoM ~~~tJci~tl1d Wilt! tho
1110,
'AdJu,tmonls 10 the comparablltll mlj~l be mtldtt 'or ~p~cialor creative fin.nclnQ or Ules concllulClns, No 'dJu'Jlmenls JtQ MCesury for
Ihou oosls which are rlQrm.lIy paid by StlIIOfS as a result 01 Ir~dillon or law In a m.(kel area; lhllts cost.lfll roadlly identtfublQ since nil!
t.lIer pay. lhese cost. In vlrlually all sales Ir"nucUons, Specl.1 or creallve flnaoclng adjustments can be m.de 10 the comp.t.ble proPllrly
bl' oomp.,i'OOSlo 110.00100 I"ms oll."d by Ilhl,d p.rty 10,lilulioo.ll.odor Ih"ls oolll,udy lovolved 10 Ib, P,op"'y 011"011"100, Aoy
Idj",Im.Ollhould 001 bo oll",.,.d 00. mechaolcal dOli" 101 doll" 'osl ol~. Iloloolog 01 0000010100 bullh. doll.. lmouol 01 any
ldl""m,ol 'hould Ipp",II1I.1lolh. m"k.,'. ,oaclloo 10 Ih.llolooloo or ooocessl"", blUd 00 Iho 'ppIII""'judomenl.
STATEMENT OF LIMITING CONDITIONS AND APPRAISER'S CERTifICATION
CONTINGENT AND LIMITING CONDITIONS: Tho.pp"I",.. oertillnalloo Ih.,.pp..rs io Ib'"ppral"l "port I.subjocl 10 Ih.
followlog coodillons:
1.. Tho.ppral", will nol b. "'poMlbl. fOl m.II." of. I.gal nalu" IhallHecl.llh" Ih. prop.rty b.lng .ppralsed 0I1h.liII.10 iI. Th.
appraiser Usumes thaI the liUe Is good and marketable and, L~srefore, will not render any opinions about thl title, file prop.rty Is .ppr~isod
on the basis 01 It being \.Inder respon3ible ownership.
2, The .ppralser hu provided a skelch In the appraisal report 10 show approxim~le dimensions of the ImprcNemenls Ind Ihe ,kelch is
InCluded only 10 assist the readar of the reponln visualizing lhu propBrty and undersll1nding lhe ilppraiser't delermination 01 Us tile,
3, The appralsf,r has examined the IV8ifabl. flood maps th.l are provided by the Feder.l Emergency '-bn.gemenl Agency (or olher data
,ource,) and has noled in Ihe appraisal report whether the subject ,lte Is located In an idenUfled Special Flljod Huard Area, OeCaU'i8 lhs
appraiser Is not a surveyor, he or she makes no guarantees, e~press or implied, regarding this determination.
4. The appraiser will not give teslimony or appeu in court because he or she made an appr.isal ot the property in question, unldSS specific
.rrangemenls to do !i0 have been made beforehand.
5, The 'IPPlJJser has estimaled the value of the land In the cest approach al Its hiGhest and best use &I1d the improvement,.t their
contrlbutary'l.lue, These separale va/uallons ot the land and improvements musl not be iJt:8d In conjooclion with MY other appuilal and
are Jnvalidif they Ire so lffled.
6, The ,ppraiser has noted In the appraisat report any adverse conditiol\S (such is, nnded repaiN, depreciation, the presence of h.lzardolJ!
wlstes, lode StJbslances, elc.) obseNed dUring the inspeclion of the subjecl property or It'1il he or she became aware of rluring the normat
research Involved in pOrforming Ihe appraisal. Unless otherwise staled in the appraisal report, the appraiur holS 1m knowledge of any hidden
or unapparent cO(Idlllons of the property or adverse environmental conditions (including the presence of hiu/dous wastes, 10~Ic
StJbslances, elc,) that would make the property more or less valuable, and has assumod that there ale no such condllions Ind makes /'10
guarantees or warranties, D~pres.s or Implied, reqarding the condition at the property. The appraiser wiff nol be rosponsible lor any such
conditions thit do e~lsl or for any engineering or testing thal mlghl be required 10 dlsco!;sr whether SlIch condilio03 e~lst. Bocausa the
appraiser 19 nol an erpo!'t in the field of environmental holzards, the appraisal report must not be considered IS an environmental as.,essmenl
of~.p"p.rty,
7, The appraiser obtained U,e Information, estimates, and opinions that W&I'e exprossed In the appraIsal report from sources lhal he or ,he
considers 10 be reUJble and bofievcs ltlem to be true and correct. The appraiser does not assume respoll5ibillty tor the .ccuracy of such
II.ms Ih.1 w." furnish.d by olh" panlOl,
8, The .ppralser wilt nol disclose ltle conlents of Ihe .ppr.lsal report except as provided for in the Uniform Slandalds 01 Professional
Appraisal PracUce,
g, The appralsor has based his or her appraisal report ind valuation conclusion for an appraisal thaI is subject to sallsfactory complelion,
repairs, or altflralions on the assumption that compieUon ot the Improvements wiU be performed In.. wOlkmanlike mannor.
10. The appraiser must provide his or hor prior written consent belore the lender/cllent speeitied In the appraisal report e.n dlslribule Ihe
Ippralsal (eport (including conclusions about the property value, tho appraisar's Idanlity and professional deslgn.tllons, and reterences 10
iny profession.l appr.isalorganjzatlons or the firm with which the appraiser Is associated) to anyonll other than the borrower; the
mortgagee or Its sUcce5S0r~ and assigns; the mortgage In~u(er: consuttants: pro/esslon.l appraisal orglnlzatloM; any ,tate or federally
approved financIal Institution: or any department. agency, or Instrumentality of the United States or any sills iJr the Dislric.t at Columbia;
except thalltle lender/cltent may dlstribule the property description section at the reporl only to d.ta collection or reporting service(s)
without having to obtain the appraiser's ptlor wrifton conslln!. The appraiser's written consent and approval mwl alto be oblainEld befote
the appraisal can be conveyed by anyone to lhe public through .dverlisinq, public retlt/oM, news, sales, or other medii.
Freddl. Mac Fono 439 6-93
P'golof2
Fannio 1.1.. Form 10048 6-93
',' -', ~..
APPRAISERS CERTIFICATION: Tho ,\pp,,,,,, C"I"," ICJ ''i''''I,.1
1'114,'/<) LINCJiJD 1
I I hJ'lt tUoHc~ed li\~ ,IJb;ecl mjl';:,! JlOI J,~d "dve 'ljll)Clf,j J f'1inilT1lJm 01 I"IH r'~Ol\l Ulu 01 plop.rtiOl me'l Slmildl J(\lj ~1]1,;'1J:']
to the sub/oct prJp,rly IJI eOl1sldo1ra!iOfl In lhe utes compJ/lsan JnJlysi' 1M hJ'/o fnaJ,. dOIlH '~lustm.nl 'liMn Ipproplldle 10 te':oJ':II/1~
m~r',/.t rue lion to Inosi lIoms 01 slQnilicJnt vHialion. 1/ a siQl1l1lcultlt.m In 4 compmbl. proper1y it .1lP,II(i1 to, 01 mOIElf'VOfdOfll than,
lh. subject plcperty, I have rnJCll J MlQJllvo 'OjUslmentlc r.1uc. th.' 'd/Vst.~ Ul.s pllce 0' tllo cotnpar.bhIIM, I' a SIQllIriClr1IIIOf1lIn a
COmpmbl. prop.rty,i, inflnol 10. or leu IJv~l~bl. th.1n lho sublect property, I ha'I,m.d.. p051Uve 'dl~"m.nllo InCIQHe Ihll JdjlJlttl,j
"'n plIC' of the compmble.
2, I h.ve t.ken Inlo considolilion tho flclols IhJl nave an implcton UltJlln my dev,'opment Ollhtl "lim,le of mJrkt11 ~.llu'3 In 1M
~PpUIUI report I havo not ~nowin91~ wllhheld .nYJI~niflcdntlnlo(m.llon I(on, th. ,ppUIUI r.port ~fld I belio,,"o, to lhu b6,1 01 m'f
knowlldql.lh.lllIlI.llmlnl, lnJ inlo'mlllon in Iho lPP'l"ll II port '"I"'I.nJ eOlfw
3, I 'I,"d In Iho lPPI,iul "po,1 only my ow, plllonll. unblllOd.lnd prolUlllonal ,nalYlll. oplnlo^,. "d eoneIUllon!. WhICh '" SUb I lei
only 10 th. conllflQ.nt ind limiting condition, .p.cWed in this lorm.
4. I have no prtttnl or prospectiye Inlerntln the property th<lt Is ltl' sUbJecl to thit repor1, IIld I h.v. no prlllnt or ptO'PICII'IEI per10nll
Inllllllor bill with Illp.ello Ih. p,rtleip""ln th. IIlnmlion, I did nol b.... lither Plrtl'lIy or oompllllly, my "lly", Indlor 10.
IIUmitt of m.lt,l vilu. In the ~ppralul report on the rac.. color, f.,iOlon, ,'W, hM\dlc~p, lamill.1 st.tus, or nlllon.l Otigin 0' lither the
prosplqtlve owners or occupanls olth. subject property or of lh. ptnenlowntr' or oocuplnts ot Ihe prop'r1lu in lhe vicifllly ot Ihe
SUb)lOl pIOp.rty,
S. I hm no plmnl or conl.mpl,lld luturl Inl.lesl In th. subllel plOplrty, Ind neithor myeullenl 01 lUlu" .mploymenl nor my
compensation for performing thl, .ppuiul I' contingent on th. Ippraised yalu. of the property,
6. I was not reqlljred 10 report a predetermlnedvllue Dr direcl/on in vlluethlt favors the cluse 0' lIle cllenlor Iny relaled party, the
Imounl at the value estimate, the att"lnment 01 I specUlc :tsull, or the occurrence 01 I subsequ.nt evenlln oraer 10 recelye my
comp.nutlon Ind/or amployment lor performing the Ippralul. I did not bu.lhe Ippraiul report on I requtsled minimum ulualion, a
specific v~luation, or the naed to approve. specllie mortoaoe 101n,
7. I PlrtolTl1.d thl. 'PPIlI..1 In conlolTl1l~ wllh th. Unlfonn Slandlld. 01 Profl..len.1 Applll,,1 PIlcl/co thll wer'ldopl'd lnd
plomulg.l.d by th. AppI.I,,1 Sllndlld. SOlid 01 Th. Applli,,1 Foufld.llon and thll WII' ~ pile' II of th. .fl"lI" d.l. olthl, Ipplll"l.
wltllth. .."pilon olth. d.p.rtu" pro,I.lon of tho" Sllndlld,. which do" nol.pply, I 'Cltlowl.dq.th.1 an "llm'l. 01, ""onabl.
lime fat exposure In the opefl market is. oondltlon In the definition 01 m."'el value and the estim.t.1 developed I' consistent with the
mllltlllno 11m. nol.d In th. nelohbomood ..cllon 01 thl. "port. ",1...1 hlY. oth.twl.. "I,.d In th. "cOllOIII,lIon "cllon,
8. I h"l p.llonally Insplcl.d thllnl.hor and .d.hor "'" 01 10. SUbjlcl prop.rty and th. .dlhor of .11 P,op.hl"II.I.d" complIlbles
~ thllj>plll,,1 r.port. I lurthe' e.rtify thll 1 "'" nol.d any ,pplIenl or known IcI'Ier.. condlllons In th.subjecl Improvemenl.. on Ih.
subjeat,lIl. or on any .11. within th. Imm.dlll. "olnl~ 01 th.subj.cl prop.rty of which 1lt1t IWIl. and h", m.d. .djuslmenl. fo, 10."
.cI'I'R' c,ndlllonsln my an"ysl. olth. prop.rty Vllue 10 theedenl thlt I hId merl<., evld.nc.lo ,""port tIl.m. I h"fll.o eommonl.d
Ibout th. .lIeel 01 th. .d"R. condlllons on th. mllk.I'blli~ 01 th. .ullj.cl prop.rty.
9. I p.llonally p"pII.d III ooncluslons "d opinions Iboul thl lesl"llI. thll W'I. "Ilorth In Ih"PPI.I..1 reocrt. II I "Ii.d on
Ilgnlllcant plofesslonlllSSlsl.nce 'rom any Individual or lndividull,ln the performance ot the appraisal or th. pteparation of the 'ppralsal
r.port.1 hI" n"".d such Indl,ld"I{,} and dlsclo..d thesp.c/flc lask. p.rtonn.d by th.m In th. "conolll,liOll "ellon of 101. Ippll".1
r.port. I certify thlllnY Indl,lduII.o nlm.d I. \"llIIld 10 portonn th.I.Ii<., I hI" ncll<Jlhoh18d anyen.lo mlk. I ehonq.lo any il.m in
th. Itport; thflllolt.lIln unluthohzed chlng.l. m.d. 10 the ,pptll..1 l.port.1 wllil,k. no I..ponsiblli~ lor II,
SUPERVISORY APPRAISER'S CERTIFICATION; III IUp.N1'ory ,pplll.., 'Ign.d th. 'oonl..1 I.port. h." Ill. e.rtlfies
and Igrlt' that: I directly lupel\ltsethe appraiser who prepared the IPPfllul report, h.ve reviewed th4 Ippr.lsal report, Igftt with the
.111.mthlllnd conclusions 011J\. 'ppIlI,er, '0'" 10 b. bound by th. 'ppllise(, c.rtlflo.llons number.d 4thlough 7 ,bo". Ind 1m l.kinO
full r"llonslblll~ fo, th. 'PPlll..1 ond th. 'PPIlI..' "port.
ADDRESS OF PROPERTY APPRAISED;
3001 LINCOLN STREET. CAMP HILL. PA 17011
APPRAISERJ '. I,
Slonll\Jro: \ll ~'-..... /~
NlIII.' ROBERT K. 'BANZHOFF
. ,
011. Slqned: FEBRUARY 22. U9L
SIII.C.rtlllclllon'; PACERT RL-001211..L
or SI.I. Llo.ns.': ..RH-OQ9277-A
StIle: PA
esplnllon 011. 01 Clrtlflo,lIon or Llc,nse: 6.'0-99
SUPERVISORY APPRAISER (only If required)
SIOnllute:
Nlt1l.:
Olio Slqned:
Sill. C.rtlllOlllon ,:
or SIIII Llo.ns. ,:
SIIIe:
e'plllllon 011. ul C.rtlllc.llon or Llcen,,:
o Old 0 OldNOtlOlp.eIProp.rty
F"ddl. Mac FOITl1 439 6-93
P'q. 2 012
F'MI. Mae Fonn 10048 6-93
issue per stirpes if. such other child is not then living.
SIltTI:l
All estate, inheritance, legacy, succession, or transfer
taxes/ including any interest and penalties thereon, imposed by
any domestic or foreign law with respect to all property
taxable under such laws by reason of my death, whether or not
such property passes under this Will, by operation of law, by
contract, or otherwise, shall be paid without any right of
reimbursement from allY recipient of any such property, without
any right of apportionment, and without postponement.
SEVENTH
Should any person entitled to a share of my estate be a
minor at the time of distribution to him or her, and should the
value of such share be more than the amount which may be paid
or delivered to him or her or on his or her behalf without the
appointment of a guardian or other fiduciary or the delivery of
security, such share shall be paid and distributed to my
Trustee hereinafter designated to be held IN TRUST and managed,
invested, and reinvested, together with the accumulation of
income thereon, if any, and the Trustee shall use and apply
from time to time such portion of the income and principal
'thereof as it deems necessary or desirable for the minor's
reasonable maintenance, support, and complete education,
.4~l r: page 4 of 6
inqluding preparatory, oollege, post-'graduate, or professional
training I to make suoh payment for such purposes to the
guardian or person with .whom such minor residesl or directly to
or for the benefit of the minor, without further responsibility
to such minor or any person taking care of SUch minor; and,
when such minor ~ttains the age of twenty-one (21) years, any
principal or income not so paid or applied shall be distributed
to such minor; or, if he or she dies pri.or thereto, any
principal or income not so paid or applied shall be distributed
at death to his or her personal representative.
EIGHTH
,In addition to the powers granted by law, my Executor(s),
hereinafter designated, shall have the following powers:
A. To sell at public or private sale, to exchange, to
lease, to pledge, to mortgage, to transfer, to convert, or to
otherwise dispose of, or to grant options with respect to, any
and all property, 1:eal or personal, at the time forming a part
of my probate or trust estate, in such manner, at such time or
times, for such purposes, for such price or prices, and upon
such terms, credits, ard conditions as shall be deemed
advisable or necessary under the circumstances I
B. To compromise any claim or controversy I alld
,,~l! d'/(t.,"
page 5 of 6
'JV~'~' .' ,',.
".,d'...
"'"",.,...,...-" . ,.~.. .~""--r-"
I
To i"." in .11 'o~. 0' ,"OP""t, WithoJ b"n,
limitod to legal investment, ~,~) JalUi,.tiH~\\C~.4~~~ I /(fi,.Lcl.~.
.t,(\ (IW-{ C'J.Ult~)" t 'l~~"X 'J.I.'~ ,.t~ (1'
. !:!.I~TH h/n"LL/:~/il ;~-r.ly I~I)-jd{! L!./(W f1"~
' I hereby nom.1.nate and a!?'pOlnt my, son, DANIEL R. LE 1 Y, JI1.tJb~.:..x:c
:: 0 c.? I ~.",.JJ::, L~" 11 <-& ) Pc.>.. if Ffi:5
/1 ,6(l.(-~'- of ~-s,..ee.lrdfa--€e~'r-G~i\-,-tI4-,t+s".e9-~l.i.[OL ll,:t~',-a-;- and
'iI C lJe 4.tt:.;. I~.(",- rl-.-t;(l.'~<Jl2).) 1<,- '2 )/, /;;2
:FA-<'i-~'L.- !'ot-baue1, JrD..Gfuii.~e of th:o 1.::.1 O[tlc.<:s (JL P:it CK I!',
<<"/.1-0-....:.'/ serve as
r:-' .H:--, 2108 llcrrket Db,eleL, C""'l? ltiH,-f>ennrry-:l:'Wrfrhr,- to:1 ..
,;,.,.......z"<L.k. I:
,
CA-I.<L<.- CO-Executors of this, my Last Will, wit.hout bond, fFr. t.he
/'.;(rt-.?~?: ",,-::faithful perfornance of duties in any jUrisdiction~I ,iurther
t:1/rl..c::J )j('lh: -' J.O,".Md ~I.i:..<.. "":J l' -r ( in . ') ~
r-/...! .,-re. " , nominate and appoint P"LL .i.e.!. r :'L"'UE:'t " uL. , 'L~\{'[i~ a I e sole
II
hC...tt~~'<---Trustee of any trusts created by this, my Last Will. .i
"-:.....,7:.'.,.'''' t<'-<. .. ~
' -- ^ d IN WITNESS WHEREOF, I have hereunto set my hand a d seal
1<-~~ ~- (' ~ A. I!
;".,uu.n('~hiS .aO day of f!~ ,1994. 'II
7X L ..c:,.( <'0\t~_., I
' , (1, I
U~~~~.:L/ ~_J '--P _, i!
'?I_~~' _.~ ,,0 . FRANCES S. LEAMY ~~
sic. -</L ' 'fi:.., ,'1.,,- .. II
I,;Z' 1'...5- SIGNED, SEALED, PUBLISHED and PECLARED by the abo named
c.
testator, FRANCES S, !,EAMY, as her Last ~lill, in the p esence
of us, who, at her request, in her presence, and 'n the
f~~~
,
ach other, have subscribed our names as wit esses,
~Nh
1 ?
'( P)U7CJU
I
--"
page 6 of
8/0 ~ /flY:;
6 ADDRESS e~ [
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- ~___r_......__... :r----...,..
.' "'.'--",-P.
, A~FIDAVI~
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF c.um\:'.vJL.,,-,,~
SI
I, FRANCES S. LEAMY, Testator, whose name is signed to the
attaohed or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will, that I signed i.t
willingly, and that r signed it as my free and voluntary act
for purposes therein expressed.
IN WITNESS WHEREOF,
my hand and seal this
I, FRANCE' ,. ~,(,:V. '.r.unto ,.t
'3O>flctay of I _, 1994.
rb",,-- J;{-<1AHf
F CES s. LEAMY
SWORN or affirmed to and acknowledged
before me, and F~ S, LEAMY, the
Testator, this ?, u ay of
eJ...rn.L- , 1994.
V
\.../
~rJ
N:llariaiSoal
Mma L Momlw. Notay Plblc
Ca.1slu Bonl, CI.rrOerlIrd C<utv
My Com ,..... , €.Jqinos SeJ:c. 18. 1995
0/
(irf;,
, -
Part 1. --
Decedent
and
Exeoutor
Part 2. --
1'ax Com-
pu1aUon
..,
.. ,
Form 706 United States Estate (and Generation-Skipping Transfer)
, , Tax Return
(Rov. Apfl11997) Estate of a oltlzen or resldont of tho Unltecl States (see ~eparato Im~tructlQn9). To be
tlepllftmnnlnf the Troull',/, flied for decedents dying after Octabur 8,1990, For Paperwork Reduction Aot Notloe,
Internal FlII"cn1l8 SII'VICll 980 p~o' the He arato Instruotlons.
~Clldflnl'$fll5ll1arnll"-IHI m,ddIQIfHllll(olI1dlll~lr!tHIf\'mll 11,11\'1') 1b (Jnl,',IIlII!II"lntrlln
Frances. _!l__.__._.. .._ __. _.. , . ~.2' lIllY _ _ --- -.
38 Lo",a! rosldonf." (donllr.i111JilIIIIllO 01 {1"<l11l (colln!y, ';\.1'". ."Hl 3u YIIM llollHUltl
lll"codll, lIrlOrel!lnCOIHlIIY) O'ILlhlulhnd
QlJ11berland County, Pennsylvania 1909
OMS No, 1545-00'15
2 Ooeedent'o SSN
206.32.4054
6a Name ur l'I~llcutur(91111 paUli ~ of tl'lll jMlruetinn~)
Me.g!2!l..~n~t:'l~~__.._...__.,._"",.___._~_
60 E~er,utor's Bocial SlIclmty rlumbor (SIIII paUli 2 or tho in!ltrucllons)
6b EX6f:ldfH'~ IHldrll~~ (rllJmtllH and Slr!lllt inr:luding apartment 0' !lUltl 110, or rural
lUulll; cll.... town, or Pllst url!clI; sIJIII;MHIIIf' C(lrllll
P.O. Box 7899 RM 193,,0224
JOhiladelphia, PA 19101-7899
70 Namll and localiorl of court whllrll WIll was probolllld or utdill adminl!\lererl
COurt of Camon Pleas,O Il"ms (burt Divisiotl,O.urJ:erland Co. ,Carlisle PA_
8 if dllcedenl dllld IlIllllIllI, chllC~ hQ/Q , .. ~x And lI11ach" clI/tihed copy a! tho will. [? (I Form 4188 isatla.clIlld, ChOCK herll, , .
10 If .'khedulll A~j isatlolcllocJ, ChllCk Ilorll. Ii>
1 Total gross oBlato (Irom PailS, Rocapitulatlon, pago 3, 110m 10), , , , , , , , , , , , , , , . ,. , , , . , . , , , . 1
2 Tolol allowable dedllclions (Irom Part 5. Rocapltlllallon, page 3, 110m 20), , , , , , , , , , , . , , , , , , , , , . , . 2
3 Toxablo eslale (sllblraclllno 2 Irom line '1) , , , , , , , , . .. ' , , , , , , , , , , , , , , , , .. .. .. , , , . , . , , , , , .. 3
4 Adjllsled t"KOble gilts (Iolallaxable gills (wllhln the mooning of soollon 2503) mado by Ihe deeedonl
ollm [Jec, 31, 1976, olher Ihan gilts Ihalaro Incllldlblo In decedonl's groos eSlole (oeellon 2001 (b))) , . , 4
5 Add lines 3 and 4 ' , , , , . , , , , , , , , , , . , , , , , , , . , , , . . , . , . , . , , , . , . . . , , , , . , 5
6 Tentative tax on 1110 nmount Dn Uno 51rom Table A on pago 10 of the Instructions, , . , . , , , , , , , 6
78 1I11na f, exceods $10,000,000, entor lossor 01 line 5 or $21 ,040,000, If
line 5 Is $10,000,000 or Ie", skip lines 7a & 7b & enlor -0- on IIno 7c, L1!..L_
b SlIblract $10,000,000 Irom lino 70""""",..""", """," L1B.L-_
c Enler 5% (.05) olllno 7b , , , , , , , , , , , , ' , , , , , . . , , , , , , , , , , , , , , , , , , ' , , , , . , , , , , , , , , . . . . , . , ' 70
8 Tolallonlallvel" (add lines 6 and 70) , . , , , . , , . , , , . . , . , . , , , , , . , , , , , , . , . ' , , , , , . , , , , . , , . , , 8
9 Tolol gilt lax payable wilh respoollo gills made by the deeedenlaner Oeoernber 31. 1976, Inelllde gilt
I"es paid by Iho docodenl's opollse lor suoh spouse's share 01 split gilts (ooellon 2513) only II the
decodenl was Ihe donor of those gillS and Ihey are Includlblo In Ihe deoedent'o gross estate (seo Inst.) 9
10 Gross ostate lax (subtracl line 9 lrorn line 8) , , , , , .. " , , , , , "', , , , . , , , , , . , , ,., , . , , , , . , , . . , , 10
11 Maximum unified crEldil against ostatetax,., '.'""". """.,.. W=:1 , 192,800,00
12 Adjustmont tD unifiod cradlt. (Tills adjustment may not exceed $8,000,
Seo pogo 7 ollho Insl,"cllons,), , , , .... , .. , , , , ,.... , , , .. .... .. 12 0.00
13 Allowable unlllod clUdi\(slIblraotllno 121rom IIno 11).. , , , , , , , .. , , , , , , , . , , , , .., , . . , , , . , , ' , . , 13
14 Subtract Uno 131rom Una 10 (but do not entor less than zero) ".,., , , , , , . . , , , . " . , , . , . . , , , . " 14
15 Credit for state death taxes. Do not onler more than line 14, Figure the oredit by using the amount on
IIno 3 less $60,000. Soo Table B In the Instructlonfl and attaoh credit evldenoe (see Instructions). , . , . 15
16 Subtract line 1fllrom lino 14 . . , . , . , ,. """""""""""""""""'" 16
17 Credit for Fed. gilt taxos on pro-1977 gills (S8C, 2012)(attilch computation). 007 0.00
18 Crodlt for foroign doalh taxes (from Schodulo(5l Pl. (Attach Form(s) 706-CE,). , 18 0.00
19 Credit for 'a, on prior transfers (Irom Sohodulo Q) .",. ' . . , , , , , , , , 19 _ 0.00
20 Tolal (add IInos 17, 16, .nel19)"""",.",.", ",."""",..".,.",'.',." 20
21 Not oslate lax (sublractlino 20 froln line 16) ". . , . , , ,. . , , , , , , , , , , . , , , " , . , , . 21
22 Gonorattcm-skipplng trarmlor laxos (from Schodulo R, Pm1 2, Uno 10) . , , , . . . , , . , ' , . . . , , , , . , . , , . 22
23 Seotion 49BOA Incroosod oslole lox (Irom Sohedule S, PMt I, Ii no 17) (see page 20 ollhe Inslrllotlons) , 23
24 Total translm loxos (add lines 21. 22, and 23), , , , , . . . , , , , . , , , , , . , . , , , 24
25 Prior paymonlS, Explain In an a.aclwd slolemonl. , , , , , , , ' , , , . , . ,. ~L 0 . 00
26 United Sloles Tro85"'Y bonds rodoemod In paymenl 01 oSlate lox, . " ~ 0 . 00
27 Total (add IInos 25 and 261 ' ' , ' , , , , , , , , , , , . ' , ' , , . , . , . , , . , . , , , . , . , , . . , , , . , , ' 27
28 Balanco duo or ovm a mont subtract line 27 from line 24 ,..",.,."",.."".,."...".. 28
7b Cue "umber
21-97-0455
illL-
654 722.58
32 604.84
622,117.74
18 092.00
640 209.74
207 677.60
0.00
207,677 . 6~~
0.00
207,677 . 60
192 800.00
14,877 . 60.
14,877 . 60
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Undor penalties of PllrJury, I cJOCIMIl thill ( holVll O~olmltl&(] Ihis rlllurn, including Alloompanylng schedules and stAtefllents, and to tho besl ul my knowledge and bolio', it is true,
corro. ot. ,"d oom..PI"."; D''''''''',," ""u,p.,or..""", """'~, """',," Ii,.., "",","'"matiooo' whloh proP'''' h..", '"'W"d'.,.. /,' "1_ }
~)lnI)IC(,) (I.. ~)(ll.(F ..h'ii",,,Ui,nk(<:n.l)tiA.. V /\) yeS
Slgnatllro(s) of oxoolllor(s) / ,', C, fk': 1890 Oalo '
I
!:,""hLt, p\\ 1i'df.I~.:..?nril1r
Slgnatu're Df preparor othor than O)(OQutor
eM 770S1 NTF 979ftA
COflyrlghl Forms SOltWllrll On!.... 11197 Nlllcu.I/1(;,
Address (and ZIP oode)
Oafe
, "
Form 708 (Rov. 4-07)
Part 4. -... Gnm'H\llnlormaliotl (conlinllod)
PlelBe ohe~k the "Vas" or "N~.~<?~_f~.~"!~~~.,.~_~~!~~~_ _ _ ---~--"-"__''''''_''._.'_'_~~~~'m'_____~__~__._.
6 Oomllho grofm 031010 contain OilY soctlon 2044 propmly (qllllUllod torrlllnnblo lnloro~t proporty (QTlP) from A prior gilt or
_.___(J91~J~oo E.~.9.~_~~!!~~_~r:!~lrll~ll~!~~~~_-,-:., . .'_:.~--'~'-:--'-:"":-':';".:...:..:"':'" _:..:~~-:..:...:...;..~~
78 Hal/a Fodoral gill lox returns ovor boon Ulod't , . . . , . , . . , . , . , , , , . , ,
~:!g.u..:~.e!~~~~t!,ch capjo9 ~-'__l!l~~.~.(.!-I_~'!!,~~~r_ i!_~y_~!.~~~I_~~L!Y!!!h'1.~!~U2!!ow~.Lnlormotion:
7b Porlod(s) eovorod ---~---17c tntclI,r:lll ~OV!lflu(J,ofliCO(fl) whom lIIed
1996 ----.J_ PhlJ,~de1phla PA
"you '~~~-=Y'." to !f1Y_a.!!I".!..!~~~.~~~_1.6,you",u.~.lt.oh_a<!<!I!I.~~...!J,,!ormatlon a. .<!.!.s~lb.d_!n tho Instructlona,
8a Was lhor~J:lJ~'iJ..nsLJ.r~':!95:!~!_.u!!~_ dot:~c!~!r~..~i,l.(!..!~_!~~~ nollncll.~od O!~_I.t~~~~llrn fig 2.!!!!_~~_groSS-99ta.l.~,. , , . , , , , , , . , ,
bOld lho docodonl ~~~~~!y.J.r.~~!an~~YJ!J!~~~~.g.f..~.r!p.l.tl.(~!_~~~..not lnolll2.~_d_~~_~.~~_gHHm ostala? . , . . , . _
9 Did tho decadont at tho limo 01 (JOUHl own any proporty IHI 1\ joint tonanl with right of SUlVIVOf9hlp In which (a) one or more
of the other Joint lonants was somool1u othor than tho docodonl'fJ spouse, and (b) los9 than th(l full value of the proporty Is
~~Idod o~~.!!!~!!D.1!.~J!~!5?l!"'hQJlrmJs O~!~!~?J!~y"~!f1i" you must complete .~~~d atlach Scho_dulo E , , . , . . . , , , , , , ,
10 Old tho dOGodont, allho llrno 01 dOlltll, own any !ntoroslln a pa.rfnowtllp or unlncorporatfld business or any stock In an Inacllvo
-----9~losolyh~~_~~~~~~~~n? .,..",.,.,... ...,.........,..',."",..,......."""".,
11 Old tho docodont make uny transfor dWlCribor.l in soclion 2035, 2036,2037, or 2038 (soo tho Instructions for Schodule G
beglnnlfl9.2D.pRfIO 11~!...~~.e.~~~l!~r_~tcllo~? II "YE!~:.YE~ must comploto and ~~9!lJ!~..tl[lcJUle G, , , , . , , . , , , . , , , , , , ,
Wore thero In oxiSfOtlCl) al tho timo of ttlO dflcodonl'f1 donlh:
Any trusts croatod by 1110 decedont during his or her IHollmo? . , , , . . . . . , , , , , . , , , , , , , , , , , , . . , . , , , , , , , , , , ,
Any trl!sts nol croa.ted by tho docod~l~ndor which tho ~~edo~9sessod an1.~ar, benelloiallnlgrest. or trusleeshl ? '"
Old tll& dec~dllnt ever flO~.!?:+::.~~rCis~~~~J!~.!~~~p[JWBr or appointment? If '''!.es.''you mUet cumpleteand attach Schedule H , , , , , , , , .
Was marital deduction computed undor transitional rule of Public Law 0'/-34, sec, 403 (e)(3) (Economic Recover" T4lCAtl of 1ge1)7 , ,
II "Yes," atti:lch a soparato computaflon 01 tho marital doductlon, enter the Elmount on Itom 1801 the Reoapltulatlon, and nole
on itBIn 10 "c?rn~~~~~~~tach(jd,"
15 Was the decedont, ImfTl(ldlfttoly before death, rocolving an annuity described In the IIGeneral" paragraph of the InstrucUons
_~~ Schedule I? If 'Yos,'y~~ust complole and attAch Schedule I . , , , , , , . . , . , , , , , , , , , , , , , , , , . . , . , , , , , , , , , , , , . , , , .
16 Old tho decedent havo a total "oxcoss retiromool eccumulatlon" (as dellned In seotlon 49BOA(d)) In ~ualllled emplcyer plans
__~c!.l~divld~oliremo~s? II'Yos," yo.u must complete,and attaoh Schedule S" , ,,' ,,' , , , . , , . , , , , , , , , , , , , , , , , . , ,
12
a
b
13
14
Part 5. -- Roc.piluletion
lIem
00.
Gross eslato
Alternate value
Velue at d81e of death
1
2
3
4
5
6
7
8
9
10
Schedulo A ~- Real Estate,. ',.""".,...."""""""",..,.""",
Schedule B -- Stocks and Bonds . , , , , . , , , , , , . . , . . , . , . , , . . , , , , , , . , . , , , , , .
Schedule C -- Mortgagos, Notes, and Cash, , , , , . , , , , , , , , . . . . , , , , , , , , , , , , , ,
Schedule 0 -- losurance on the Docedeot', L1le (anach Form(.) 712). . . . . . . . . . , . ,
Schedule E -- Jointly Owned Properly (anaoh Form(s) 71210r life Insurance), , . , . , .
Schodule F -- Olher Mlscellanoou, Propelly (attach Form(s) 71210r IlIeln.uranco) , ,
Schedule G -- Translors During Docodont's L11e (attach Fotm(s) 712 lor life Insurance)
St:hodule H -- Powers 01 Appointment. . , . , , . , , , . , , , . . . . . , , , , , , , , , , , , , , , , ,
SchoJulo I -- Annuilles , . , . , , , , . . . . , , , , , , , , , ,
TolElI gross estato (add Items 1 through 9), Enler hore and on line 1 of the Tax
Com utalion. , . . , . , . , , . . , . , . , , , , , , , , , , , , ,
lIem
no.
Oedllctlons
11 Schodule J ..- Funoral Expenses and Expanse, Incurred In Adrnlnlstorlng Properly SubJeot to Claims, , , , , , , , '
12 Schodulo t< -- Debts of tho Docodant , , , , . , , , , , , , , , , , , . , , . . , , , . . , . , , , , . , , , , ,
13 Schedule K -- MOllgages and Lions. . . . . , , , , . . . . , , , . . . . , , , , , , , , , , . , , , , , . . , , . , , . . , ,
14 Total 01 ilem' 11 through 13. . . . . . . . . . . , . . , , , , , , . . , , . . . . . , . , , , , , , , , , . , , , , , , . . . , ,
15 Allowable amollnl 01 doductloos from lIem 14 ('00 the In,'rucllonslor Item 15 of Ihe Reoapllulallon) . , , , , . , , , ,
16 Schoduto L ~- Nol Lossos During Administration, . , , , , . . , . , , , . , , , , , , , , , , , , . , , . , , . , , . . , , , , , , ,
17 Schedule L -.. EKpomms Incurred In Admlnlstoring Proporty Not Subject 10 ClaIms. . , , ,. '" , " , , . . , , . , , . .',
18 Schodulo M ..- Boquosts, ote" to Surviving Spouse, . . ., ,." . . , . . . . , , , , , , , , , , , , , , , ,
.!!. ScllOdule 0 -- Charltoble, Publlo, and Similar Gilts and ~eat.. . . . , . . . . , . . . . . . . . . . . , .
V.s No
x
x
x
X
X
X
X
x
X
X
X
X
x
0,00
452 382.95
0.00
0,00
19hL.226.cQ.I
10,905,44
0,00
0,00
208.12
654,722,58
Amount
21 632,84
10 972.00
0.00
32 604.84
--R, 604 , 84
0,00
0.00
0.00
0.00
20 Total allowablo ~eductiolls (add lIoms 15 fhrouqh 19). EntOl haro and on Uno 2 01 tllo Ta)( Cwnpulauon
Page 3
CM 7 7063 NTf' 9593
Copyright rurms Sortwaro Only, 1997 N"lco, in(;.
32 604,84
Form 706 (Rov. 4"97)
[!Ilale 01: Prances S Leamy . 206-32-4054
SCHEDULE F -- Other Miscellaneous Property Not Reportable Under Any Other Schedule
(For JoIntly ownod property Ihnl mU!1t bo cllsclosod on Schodulo E, 800 tho Instrucllons lor Schodulo E.)
(II you aloel socllon ~032A valuallon, you musl comploto Schodulo F and Sohodulo AN 1.)
- ._-----~
1 Old tho decodonl allho limo of death own any artlclos 01 nrUnUc or colloctiblo valllo In 0)(C099 01 $3,000 or any collectIons whoso rY~8 ~
Irtl.llc or collectlblo valuo combined It dale 01 do.'h o'coodod $10,000? . . . . , . .. .....",..", ..., X
--
If "Ye9," .ubmlltull dollll. on tr,l, ,chodule Ind an..11 .Pp'"I.~________
2 Haslhe dacedenl's OS1010, spousa, or Rny othor person, rocolvod (or will receiva) Rny bonus or award as a rosult of the
decedenl', employmenl or dellh? , . . . . ... ""'''''' ,,,...........,,, """., .. ,,'" ....,.....""",..... .. X
II 'Yea," ,ubmlllull det.lI. on Ihl. ,ohodule, 1<
3 Old the decadont al the lime 01 death h.ve, or hlvo .COO..IO, a allo dopo'lI box?, , . . . . . . . . . ....,."",,,..,.,.,,,.,,, X
II 'Ye.," ,lllelocallon, Ind II held In Jolnl nlme' 01 decedoolend anolher, atlle nlme and relatlon'hlp 01 Joint depo'llor, I
PNC Bank, Canp Hill, PA i<<
Daniel R Leamy Jr - Son Ii
II Iny 01 Ihe ~ontent. 01 the ,"Ie depo,lt box .re omlned lrom the .ohedules In till. return, expllln tully why ornltted,
1...><
......... .
110m De'crlptlon Altern.te AII.rolte valu. Vllue It
no, For aecurllles, give CUSIP number, IIlv,lIlble. valuallon dalA dlt6 01 dellh
1 Personal Property; appraisal attached 9,229.00
2 (bins; appraisal attached 147.50
3 Jewehy I appraisal attached 1,050,00
4 Premium refund fro11 PA Blue Cross/Blue 202.00
Shield
5 Medical Clain\ from FA Blue Cross/Blue 68.82
Shield
6 Pro-rata share of March 1997 pension due 208.12
decedent from PA Public Schcol Ellployes'
Retirerrent System
Totll Irom oontlnuatlon ,ohedul.s (or addltlonll Iheet,) Inaohed to this .ohedule, , . , , , 0,00
- TOTAL. (AI.o enter on Plrt 5 Recaoltulltlon. Dlae 3 IllIem 6,\ , , , , , . . . , , , , , , , , , , . 10 905,44
(II more spaoe I. needed, Inloh the continuation sohedulalrom the end 01 thl. paoklga or Iddltlol1ll.heel, 01 the ,"me size,)
(See the 10'Iruotlons on p.ge 20.)
CAA 7 705Ft NTF "" Schadule F - Pago 19
Copyright Form.."Io11wMI Only, 1991 Nlloo, Inc.
Form '/06 (Rov. 4-n-n
EBI8l1~~!:~~lC~es S I.eal11Y_______.______________.__._~"._m__m.______._206_:.32:4054
SCHEDULE M -- Boquests, etc., to Surviving Spouse
~.llotlon To O.duot QUlllfl.d Tormlnlbl. Inlor..t Prcp.rty Undor S.ollon 20Sfi(bX1). -- II . Inwl (or olhm proporlV) meel. Ihe
roqulromonlg 01 qllaliflod lormlnablo Int(Ho~t propmty undor fl(Jctlon ~~050(h){7), fmd
I. Tho trunt or otl101 propnny 1~llinlod on Suhmlulo M, nncl
b. Tho v81\10 011110 tnM (at 011101 proporly) 1:1 olllume! in wholu or ill pari f\!1 n dnduGIIOIl on Sullodulo M,
Ihon unlo991ho O)mculol apnclUcolly IdoflUfio9 tho lrllfl! (1111 Of a fr(lclionu( pOfUon or pmconta~o) or othor proporty 10 bo
excludod from tho OIOCUOII, tho oxocutor uhl1l1 bo domnod 10 Iwvo !ilnclt! un oloclion '0 havo such trust (or othor propellYl lroatod
~9 quaUllod tormlnablo lnlorolll propurly undor soctlon 2056(b)(7),
If 1099 thall tho orltlro vall/o ollllo tllmt (or othor !)roporly) IImlll10 (JxoclIlor ha~llncludod In lho gross 091810 19 olllDrod as a
doductlon on Saflodulo M, 1110 oxocutor !Jhnll bo c()nnidorod to twvo mado an olocllon only us to a 'raoUcn of tho ttust (or other
props/tv), Tho numornlor 01 thin IraGlion io oqlJnlto Iho flmounl 01 tho trllot (or othor proporty) doduclod on Schedule M, Tho
denominator Is otjuRI to 1110 lolal vatuo 01 tho nll!>t (Dr olhor propor1y),
EI.ollon To Ooduot QUIlIll.d Oom..tlo 1'ru.t Properly Ul1d.r S."lIon 2056A, --II I Iruot mool' Iha re~ulremanl' of 0 ~ulllflad
dOrll(~8tic flUnt undor soctlon 20rlOA(a) urld thin raturn i[\ filod no lalor than 1 Yllar aftar tho limo prescrlbod by law (Inoludlng
o><tonalono) lor filing tho ratum. and
I. Tho ontlro vflluo 01 a Inwt or lrusl proporty 19 IIstotl on Schodulo M, and
b. The enllre value 01 tho trust or IrLJ91 proporly Is ol1torod as a doductlon on Schfldula M,
Ihon unless tho oxocutor spoclflcally Identitios tho trllst to be oxcluded lrom the election, the exeoutor shall be doemed to have
made an (lloctlon to havo tl10 onUro trllst tre~ted Et9 Qualilied domeslic lru~ proporty,
V.. No
1 Old any proporty ptHU1 to lho surviving SPOllSO as f\ rotiull 01 a qualilled disclaimer? . , . , . . . . . . , , ' . , . . , , ' , , , , , , , , , , , , , , , ,
If "Yos," attach a copy 01 the wriUon disclaimer required by socllon 2518(b).
28 In what country was tho surviving spouso born? _____
b What Is tho surviving spouse's date 01 blrl.h?
C lathe surviving spouse aU,S. cltizon? , , , , . , , , . , . . , . , , ." , , '. ' , . , '" , . , . , ,. , " , , , , , , , . . . , , , . , , , . , . , ,.. . , ,
d II tho surviving spollse Is a naturaUl:ed citizen, when did tho surviving spouso acquire citizenship?
e II tho surviving spouso Is nol a U's. citizon, of what counlry Is the surviving E1pOU90 a citlzon?
3 Eloollon Out 01 QTIP Ir.ltm.nl 01 Annultl.s, -- Do you alecl unde, section 2056(b)(7)(C)(II) not to t,ellt "' ~ulllllad
termtnable Interest proporty any jolnl and survivor anlluitle~ that aloe Included In the gross estate etnd would otharwiso be
traltad IS uollflad larmlnlble Inle",,1 property uodor ,action 2056(b)(7)(C)? (.ae II1'truollon,), . , . , , . . . . . . , . , . , , . . . . . , , . ,
Itam
no,
Description 01 property Imeresls passing 10 surviving spouse
Amounl
None
Tolol from contlnultlol1 ,chodule. (or Idd11l01111 'hoel.) oltoched 10 Ihls .chedula. , , , , , , , , , , , , , . . . , , , , , , , , ,
4 TollllmoUl11 01 proparty Il1lero.l, 1I.led on Schedulo M . . . . . . . " . , , . . , , , . " , , , " " " , . , , , , , , , , " 4
Sa F.darll aslola toxa, (1l1cludlng .acllol1 4980A lexa,) payablo out 01 proparty
Interests listed on Schedule M . . , , . . , , , , . . , . . . . . , , , . , , , , , , , , , , , , . , , , , , .
b Olher da.th laxo, poyeblo oul 01 p.oportv Il1tero,l. IIstad 011 Sohadule M, , , , . , . ,
o Faderol al1d sl.le GST 10'0' poyoble out of proporty Inlore". 1I'led on
Sohadula M . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . , . . . . . . . , , , " 50
d Add Iiams I, b, end c .. . . , , , , , . . . . . . . . . , , , . , , , , , , , , , , , , , , , , , , , . . . , , . . , , , , , . , . . , . . ,
6 Net .moul1l of proporlV Il1loreslS 1I.lod on nchedulo M (,ubtrooI5d from 4). AI,o enter on PIn 5,
R008pllulation, page 3, allterl"l 18 . . . . . . . . < . . , , , . . , . . . . . , , ,., , . , , . , . "., , , , , , , , , , . , , , , , . . . , . 6
(II mora .plca I. l1eeded, IlIooh the cOl1lll1uoUol1 schadula from Iho and of this plcklga or oddltlonll sheel. of the ,"ma .Iza.)
(See the Inslructlons on page 28.)
CAA 770SM1 NTF 9814
Sa
5b
0.00
0.00
0.00
5d
0.00
Schedule M -- Page 27
Copy tight Forms flollw.u8 Only, 19fH Nalon, Inc,
\
Fo,m 706 (Rov. 4-~
SCHEDULE R ..- Generation-Skipping Transfer Tax
Nol.: To .vold .pplloallon ollho doomod allooallon ,"10., Form 706 and S<:llod"lo R .llo"ld bo IlIod 10 allooolo 1110 (lST oxompllon 10 1,,,.1. Ihal
may lalor have laxablo tarmlnatlona or dlstrlbullol'lS undor 90cllon 2e12 ovon It tho form hl not roqulrod 10 be fIIod to report 09talo or GST tllX,
Tile (lST lox 1.lmpo.ed on toxablo Iron.IOI. ollnlo,o.l. In p,opo,ly looatod ol,t.ld. tho IJ"".d Slit.... woll a. p'oporly looolod Inaldc
Iho Uollod Slalo..
S!'!' In.t,,,cllon. boglnnlng onpago 17.
Part 1. -- OST Exompllon Roconolllallon (8001l0n 2~31) and Soollon 2662(e)(3) (Spoclal OTIP) Elocllon
You no longo' ne.d 10 check. box 10 m.k. a .oollon 2652(a)(3) (.poolal OTIP) oloollon. II yo"
lI.t qualllylng properly In P." 1, IIn. 9, bolow, yo" will bo conoldorod 10 havo mado Ihl. olocllon.
Boo page 19 ollho oepareleln.lruollona lor dolall.,
1
MlllClmum allowable OST exompllon ..,.,......".,.
2 Total OST exompllon allocalod by Ihe decodenlagal08t decedent'. IIlehme tran.lere . , , . . , , , . , . , , . , , . ,
3 Total OST exompllon allocaled by Ihe exoo"lor, u.lng Form 709, .galn.1 decedenl', 1I1.lIme
transfers, , , . , . , . , . , , , , . . , , . . . , , , . , , , , , , . . . , , , , , . , , , . , , . , , , . . , . . , , . . , . , . . , . . . . , , , . , , . ,
4 OST ex.mpllon allocatod on line. 01 Schedule R, Pert 2 , , . . , , . .. . . , , , . , , , , .. .. , , , , , .. .. .. , , , ..
5 OST exempllon alloo.led on IIno 6 01 Sched"le R, Part 3 "",....,.." , , .. , .. .. . , , , .. , .. . . , . , ..
6 Total OST exompllon al!ooatod on line 4 01 Sohedule(.) R-1 . , . , , , , , , , , , , , , , , , , , , , , , , , , , , , . , , , , , ,
7 Total OST exempllon .lIcoated 10 Inlervlvo. Iran.'er. ond dlroot .klps (add line. 2-6) , , , , . , , . , , , , , , , , ,
S GST exempllon avall.blo to ellocate to tru.l. and .oollon 2032A Inlere.l. (.ubtr.olllne 7 Irom
line 1).. ..,..,.".,....""",..........,."""""..,.."",...."..,..""""".,
9 Allooallon 01 OST exempllcn to tru.ts (a. dellned for GST tlllC purp03e.):
A
Name oltru.1
,8
Tru.t'. EIN
(If any)
D
Addlllonal GST
exempllon allooated
.ee In.l.uollon.
90 Total, May notexoeed line a, abovo , , , , " , , , , ' , , , , , , , , , .. .. , , , , " 90
0.00
10 OST oxompllon avallablo to .1I00ato to .eollon 2032A Intere.I' ,ecolv.d by Individual benellc,.,le.
{sublraclllno 90 from line 8 . You must _"Hell 8 eelsl use allocation schedulo see Inslrl/aUOns
(Tho Inslructlons to Sohodule R BrB In tho soparate Instructions,)
CAA 770SR1 NTF 9810
Copyright Forms Soltwalll Only, 1901 Nelco, Inc.
1 $1 000,000
2 0.00
3 0.00
4 0,00
5 0.00
6 0.00
7 0.00
S
E
Trust'. Inclu.lon r.llo
(optlon.1 -- .ee
In.truotlon.)
10
SCh8<lL,le R -- Page 33
Form 706 (Rev. ton
ellll!!! 01: ~'i:ances S Leamy
Part 2. -- olreol Sklp9 Where the Prop6rty Inler.9t9 Tron91."ed B.ar Ihe GST TOJ< on the olrecl Sklp9
Name 01 9klp per90n
Da60rlptlon of proporty Intere91 Iranalerred
None
1 Total e919te IOJ< value. 01 all proporty Inlere91.1191ed above, , , , , , . , , , .' , , , , , , , , ,'" , , . , , , , . , , , , , , , ,
2 E9tate 1000e., 9tate death taxeo, and olhor charge. borne by the property Ihtereel6 119ted above, , , , , , , , , , ,
3 GST tOJ<eo borne by Ihe propeny Intoreot. 1I.led abovo but Imp0ged on dlreot eklp. other than those 6hown
on thle Pen 2 (000 Instruclloos) . . . , . , , , , , .. . . . . . . . . .. , , " , .. .. , , , , , , , , " " " '" , , " , . " " . ,
4 Totalll,od t.'oo and other ohargoG (add IIn.. 2 and 3), , , , . . , , , " ." ." , , , ",.., , , , , , , , , . . , , , , , ,
5 Total t.nt.tlv. ma,lmum dlr.cl.klpo (.ublraolllo. 4 from IIn. 1), .. , ,.", , , , , , ,,' , , , " , . " . ,. . , , , , ,
6 GST .,.mptlon allcCOlod. . . . . . . . . . . , . , , , , . . . . . . . . . . . . . . . , , , , , , , , , , . , , , , , , , , , , , , , , , , . . . , . ,
7 Subtraot line 6 from line 5 . . . , . , . , , . , . . . . .. . . . . . . . " , , , , , , . .. , . . , . . , . , " .., ""..,......,
8 GST tOJ< due (divide line 7 by 2.616162) . . . . . . , , , . . , . . , . . , ,'" , , , , , , , .., ." . , . . . " . . . , , , , .
9 Enler the amount !rom Une 8 of Sct)edulo R. Par13. , , . . . . , . , . , . , , , , , . , . . , . . . , ' . . , . , , , , , , , , , , , , ,
10 TOIII GST t.... payable by th. a.llto (add Iin.s 6 anti 0). Ent.r har. .nd on IIn. 22 ollh. Ta,
. Comput~llon on page 1 , , , , , , , , , , . . . , , , , , , , , , , , , . . , , , . , ,. "",..,.
Schedule R Page 34
CAA 770Sfi2 NTF 9819
CopVrlght Forms SOltWUB Only, 1997 N"lco, Inc,
206-32-4054
Ealalo InK valu.
1 0.00
2 0.00
3 0.00
4 0.00
5 0.00
6 0.00
7 0.00
8 0.00
9 0.00
10 0.00
Form 706 (Rev. 4-97)
EI"" 01: F):'a!}ces S Leamy
Part 3. -- Dl,eol Skip. Whe,. Ihe Proporty Inlo,o.l. T,an.lorrod Do NOI Boa, Iho GST TIK on Ihe Dlreol Skip.
Name 01 .klp pe,son
Do.orlpllon 01 proporty Inlore.1 Iranaforred
--
None
1 Totale.lale I"" Vllu.. 01 all Property Inlere.I.II.led above, , , , , , , , , , , ',' , , , , , , , , , , , , , , , , , , , , " , , , ,
2 Eelalet""os, etat. death tl)(es, and other oharges borne by the property Inle,e.1. 1191ed above, , , , , , , , , , ,
3 GST II)(e9 borne by Ihe property Inl6,e9's 1191ed above but Impos6d on dlreot 9klp9 other than th0ge shown
on this Part S (eee InslrLlollons) , . . " " , " , " , , . . , " , , , . , , " , " " " " , " , " , , , " , " , , , , , , , "
4 Total liKed II)(.e and olher ohargos (add line. 2 .nd S). . . , , , , , , , , " , , , , . , , , , , , , , , , , , , , , , , , , , , , , ,
5 Totallonl.llve ml)(lmum dlreol aklps (9ubtraot line 41rom IIno 'I), , , , " , , , , , , , , , , , , , , , , , , , . , , , , , , . , ,
6 GST eKempllon allooal.d" , . , , , . " , , , , " " , , . . , , . , , , . , , " , " , , , , , , , , " , , , , , " , , , , , , " , , , ,
7 Subtraot line 8 f,om line 5 " . . . , " . " , " . " . , , , . . " . , , " " " . " , , . , , " , , " , . , , , , " , " , " "
6 GST IW( due (mulllply line 7 by ,55). Enter here and on Schodule R Part 2 line 9 , , , , , , , . , , , , , . . . , , , . ,
CAA 7 70SR3 NTF ilUO
Copyright Porms SOftWIHll Only, 1991 Nelco, Int.
206-32-4054
Eolale II)( value
1 0,00
2 0,00
3 0,00
4 0,00
5 0.00
6 0,00
7 0.00
o 0.00
Schedul. R - P.ge 35
Form 4768 1 Application for Extension of Time To File a Return
(l1"v. Octob", ;990) and/or Pay U,S, Estate
(and Generation.-Sklpplng Transfer) Taxes
(hpulnl.nIQI ltll Tfluury
~:',f1n\l. 9trYlcQ. (For 'llor3..2!!.~!'!.!.~~70S-A'JlntL?06.:!l_~L
Note: Use Forn~~qllo91 (In exlunniof1 lor fo/nUl 70G-GS(O) l~f1:l.X.2?~i!l
\!'!.~eg2~~I;!.~~~'~~1~ddl~~iii,;j'------- To;;C-;;;j~,;i,;;,;,,;t f;~f;lO .. .. .. -- -D~o~ oeall;-----------
~:.~';;o~;~~;~;-- .-----------l~~~~~r)-p,icn;;,;;;,~~;(i,- OII;~;ii;~;;..I;;;J-;;X"Clll~;)-- --- D~~Od:~(.;.:olal aoourliY-;;;;:-
!"ollon Bank li-~______________..______ 206 - 32 -4054
AddrORS 01 E1)(oculor (Number, fllroa!. and room or sullo no,) Estato lax relurn duo dale
P,O, Box 7899 RM 193-0}24 12 15 97
City, stalo, and ~~IP code
Philadelphia, PA 19101-7899
If!.rJJl[Extenslon of Time To File (~ec, 60S1)
You musl attach your wrltlen slfl.temanl to 6l<plaln in detail why It Is Imros~jblo or Imprnolicallo file
a reasonably complele return within 9 months afler tho date 01 tho docedent'9 doath,
[part 11ILExtenslon 01 Time To ~~~, 61l?..!L-':~..
You must attach your wrinen 9talomant 10 explaIn In dotall why It is Imposslblo or impractical to pay the
lull "mounl 01 the estalo (or GST) lax by tho return dLJ~ dalo, If tile lflxes cannot be delormlned becauso
\110 slz9 of the gross asIa Ie Is unascortainable, chock hore ... 0 and en lor "~O~" or other approprlato
amount on Par1IV, line 3, You musl attach an oxplanation,
[Part iYDayment To A9.come!.nl Extension Requesl
1 Amount 01 estate and GST laxos estimated to be duo, , . , '" , , , , , , , , , , , , , t "" - , , , , , , . , '" , . ,. rn
2 AmoUilt 01 cash ahClrtsge (complole Part Ill) , , , , , . , , , , . , , , . , , , , . , , , , , , . , , , , , , , . , , . , . , , , , , , . . 2
3 Bala~ duo (.ubtroot IIno 2.!!:~_"no~wlth lhl. IppllcaUon.).,..."......,............. 3
Slgnaturo and VorllloaUon
It flied by executor"~ Under penallles 01 perjury, I declare thaI I am an executor of the (l91ate 01 the above~"amGd decadent and
~;;:::-crlJ;r::""" ~"A~ ~"'p'''"''"' ~~, DEe 1 2 1997
El<oculor's signature TUle Date
If filed by somoone other than the executor ~- Under penalties of pOfjllry, I declare that to the bast 01 my knowledge and bellof,
the slalemon's made herein and attached are true and correcl, that I am authorized by tho axecutor to lIIe this appUcallon, and
Ih.t I am (check box(e.) thai eppllo.):
~ A momber In good .tanding ollho bar 01 the highe.t coun 01 (specify luri.dlction) " ,. .
A certified public accountant duly qualiliod to practice In (specify jurIsdiction) , . . . , , " lli-
A porson enrolled to pracUcft bofore tho Internal Ro'/onuo Service,
A dlllV authorized agonl holding a powor 0' anarnoy, (The pawo! of aUorney need"nal be submltted,unless requesled,)
liiB
- ,~"\ 1r......., ,
'."p". - '.
Hlor'. signature (other'than the e,ecutor) 1"\ -' '; Date
IPorl vi Notice to Applicant -- To be c9m letEld b the Internel Revenue .Ser ~O "I
1 ~h pplloatioo lor .'Ien.lon 01 tima to tile (Pari II) I.: 2 The application 10 " WiIIsl.!" Jr'time to pay (pan III) I.:
J Approved B Approved
V'l NOI approved becau.e _ Not .pproved beOt~c " 2~, )\" P i\
,. ~'.U \'" -
OMB No, IS<I'!I'018I
ExtenSion date rOQues19d
06/15/98
...
Ex1enlllon date requesled
0,00
0,00
0,00
o Other
o Olher
Oete
Intornal Revenue Service oHlclal
Oete
,:.;. ,m:
Ions on page 2 of this form,
Form 4768 (Rev. 10-96)
CAA
Copyrl"hl f:"fml S(lllw.rl Only, 111\18 Nllco, Inc, N9647881
~J!ln JO'i 1r1IY, \1 m . _'~___.__._~"_____.____
S-CHE DU (EA--COml"'.laIio"-_llJ}.'_X_"-bl.~Q.U_I~~._~__~_____.____,_~.__~~_~~_____n___~__.. .__._~
eA~_l--'-(iJ 11~:-~!!!II[G.LQl!iY::IQUj IL~~LQill~.I~ ,'pQli! i"L9!.mirHIQ!I, n19d1G~I, _ ~~ d QI!li~aJIOI"aL J!"'Iti~QIl s",.s ~Q_m.H[l)glLQIl SF.
II"" . 00/144\ n,nll I/ld fddlltt O.,no(. a<lllllll<l OAtt Vlluf II
nvmbtr e R,ht'OIlIIlIP to dOI\OI hllllVI bUi, %ill of 1111 d.tt 01 1dl
. O.tGli~liQn 01 gilt
. II tht Oill wu mid. ~V m"lIt 01. !lYll, ,nw IIYll',ldtripl"in1
/lvmb" 11'1<1 1t1l~1I I QQPV 01 I~' Hull inWu/tlf"I
. If tilt gl', w.. 01 U~Ylitill, Qiv, CUSIP /lyl\\hf
PI'lf 2
\'1"10 G~O PI2.'l.M - ;;< --r--% ~OOO
I
&;\, C A S'TI - G--g- -"16 IO(XJO
~. Cf\5H fOil. pU(l.C tin rf- Of ) ~11-"l6 I r- 0 ~a
-- I
('1% Geo f~it M
I\1E \JONEt o~ ^ Ll T\1~ trf,olLC " s.
D~~iEl R, ~~ ~
;. 00 I Li ,HoL-N S1~E\,OT
C/'rY'1P ~LL fA Iloll
Part 2 . GIIII That ar. Olrool Skip. and Iro Subloct to 80th Glfl Tax Ind Gonoratlon.Sklpping Tran,'er Tax, You musl lI.t tho
gifts in ohronologloal ordor. Gift' 10" politlcol organllallon, medical. and educational oxcluslon. . ..olnslrucllons. IAlso lisl her. direcl
ski s that.re s~!1k9.1 to Iho GST ~thi. timo os the re.ull of tho ormlnatlon of an 'o.tato tax Incl~eriod,' Soe Instrucllons.
A 8 C D E
II.m
. CIon..', IItmt ."d ,dd'''t
. ",llllonllllp 10 dGl\or Ill,nYI
. O,urlplion 01 gift
. If l~' gilt Wtl mid, !Iv m.tn' of. IruI', till'! Vull', Id.nlllvln~
I'\umhr IIId 'IU~~ . copy ~, th, ltu~t in"'l/mlnt
. It III, gif! Wit 01 uautllitl, tin CUSIP numht
DlIiliH" .dJuI"d
Dul, of gill
OIU
01 gilt
Yllu. II
dIll 01 gift
num!ll,
-
f~Dlft R.oonclll!1lM..
1 Total value of gltllial donor ladd column E of Parts 1 and 21. . . . , , t . . . . . , , , , . . . . . . , .
2 On..half of It.m. __....._.._.___......_..._...._......____._............__........... attributable to .pouso ,... ."""t..",
3 Balance Isubtrect line 2 from line 11 . , . . , , . , . , , ., , , . , , . , , . . . . , . . , . . . , , , ,
4 Glfl. of SPOUSB 10 be inciudod Ifrom Sr;hodule A, Part 3, line 2 of spouse's roturn . s.elnstructlonsl' .
If ony of th6.J!,lfts Included on Ihis line ere olso subjecl 10 tho gen6ratlon.sklpPlng tran,fol lox, check
hore .. eland ooter Ihoso gills .Iso on Schedule C, Part!.
5 Total gifts ladd lines 3 and 41 "'" . . . . , , , . , . . , , . . . , . . . . . . . , , , . . . , , , .
6 Totalonnual exclusion! for giflsll,'o, on Schedule A lincluding lioo 4, ebovo' (see InstruClions! ""
7 Tolal inciudod .mouol of gifts (subtract IIno 6 from line 51 ' , , . , , , . , . , . , , , . . . . . , , , . .
Doductlons I.ee instructionsl
8 Gift. of inllHuta to 'POUSfI for which. marittl deduction will be ,Iolmed, based
on hems .._._~.~..~"~no........._._._~__............__. 6f Schedule A , , . , . .. .,." 8
9 Exclusions .ttributable logiflson line 8. ,." , , , , '., , , , . ."
10 Marllal doductlon . subtr.clllne 9 from line 8 '" "",..",.
11 Ch.rltlble deduction. bU(ld on items __.,..~____.._ to leu exclusions .,
11 Total d.ductions .add IIno. 10 end 11 "',.""""""",. .,.,......"
13 Subtract line 12 from line 7 ' , . . , . . , , . . . . . , , . , . , . . . , , ,. ".,.....",
14 Generation-skipping transfor tax",p.yabl. Wilh Ihis Form 709 Ifrom Schedul. C, Pert 3, col. H, Tolall
15 Tsx.ble~ (.dd lines 13 .nd.ill F.ntor here and on 110. I of Ihe Tax Compulatlon on oeoe l' , , .
Ilf mora spoce is needad, eHach addltionel sheels 01 seme sila.1
J"
1
2
3
?- 06 OOlr
o 0
~i\
;"'W~H
Ilill
~.lt~t%
1\1
'WlonUOO
FOlrr'i IO~ (Rt1 II.m
SCHEDUCECCoinpullll~n_ of G~e!..aii;'_n-Skll'.el~iJr.n;.;ar TI-;;------
Notll: InltH "ivo'.i dirflct skips whittl nto c:ornpfllt{lly f)xellul!,,1 by tho OST exemption must still bfl fully rllportad
-----------____jUl"I!ltiULV_IIJII!L6Jl.d._Q~JlUJllliQIIUL~L'!lQ(!LQU~.~\hp.!l!l!JL_L _.._______.._..._. ____..__..-'---__,._____.._____
P.lIlLl.:..O.J.n.a. ll:~illpl11lUl_JulUJ1I .L.____._~_____ ________.~--- ___.
A I C
IItlll "0 Vtlut ~~hl iillll 0
IIfom hll,dlllt A, IftoJm hh,dllll A, (111\11 II! of 001 HI Sylt\fUI col C
Pin I, ul. AI Pill J. eol (I (IU illWlfClioll,1 Ifom ul. a
J
..........1....._..
_____.....L.........
.._.....4..................
.........._.t....._...........
p~
I
1I01llIWI."
g~fllon 01 lfllllf.,
---f--'--
llitTllnt'.1
IIU~ II.C I 001. t
Ifom 001 01
...""............""'........,...".,,,...,,.. ......-,.,.......,
.. ........-.-".."..-........ ..... . ........... ".". ..-.-....~
............."."......._....".".~-........ ,...""."...,.,..............,.._.~,,,..,,.. ..........
If you ...CU~ till 1,IIWnt tn~ your .,ouu
w.. "~ul't4 III fiI.. "'''11. hr", 101
h"IIl.lnwuclloM fof"SpUl 0111.,. YOIl
IlIllU tIIlff III ollnt till. ,h.wft on
Sell.dul. A.PWI1. .fy",r .'ou.... hun
JOI ".fl.
lnoolu~ C,'n1"lh.lt'rI'Iny~., ,1"011
~iflln ll'lt Md., 11 "'''11 In oo/llmn A 01
'fOU' -,"'.... Sell.dlll. A,PIf12. W. /lIv.
P",lincld 11'I.,,,IIl("S.'lOdlltillgul.h you,
.pou.... h.m numb'lI 110m you, OWI'I wh.n
you oOfT1ClI'I. .oIurm A 0' Slh.dul, C, Plt't 1.
III Coil/1M O,'Ot .tch ,HI,lIIlff lh, tl'lIOVnl
r,pOIl.d In coluIM C. Soh.dul. C, 1'11'11. 0'
youl ,pOlln'. 'Ofm 10t.
..... "... ,......... "..........~.~..."...... ....
........-,,-......._........ """"""'m_.~..... ,...........,,_,"...............
Spill ,Hit Irom
.,ouu'. 'otm 10t
'.nllt 111m l'Iumllot!
Vllu.IMlud.d
f,om "ouu',
hrm JOI
NOI'II"'"!'
_.,11011 01 Ifen,'.t
N.l crlll.ltt
hU.crlCI ool.!
110m col. 01
-~,............_....................--......
. ~,.__.... _............ ......-.......-
os. :..._..._......_............_........
..~,..........-_........................-..-
..S~..__..__......_..__ _ ..._..........._
.$.,..-..-......-..............--- .
._~:--..._-_....._--_........._-.-
.....................~.. '..........~~.~....,........ ._..........."..".'...._.._............~...__.......
...... .......-.~.-.~.. ..... .~,,_.."'_. .'....... .~....... ......."~... .......~."...".-.--....
. .-~.._."...."....~.........~_.._....... ... ..".............. .......-..-..-......."...~.-.~... ..._......._...."....~...... .".......-. .......
.....-...-.....................................-... . .--.,......... ....................."...--_.~... ............................4............ "4._,__
...............--,........ ".~..__....-.... .-.-......-.....".........-..-..... ----.. ._--,...._..........._...._._...._~
. .--........ ..~.......-..._-_........... ..__.__..*.......-...__.......~.....".........- ....-.........~~."_._....."..."....,,., .....
......._...--.~............_._...~............ _._,~....._...~...-........ ".___.~h, ........_......"..~*"..._..._.............
Put2 . on ~Dllon Re.onolllellon ICode ..otlon 26311 end Seollon 26521all31 EI.otlon
Ch"k bo< ~ U II vou '" ...klnl . "ollon 20521.1131 !lp"I.1 anPI .1"llon I... In.trucllons,
Enter theltem nuniter. (from Schedule Al of thl gllu lor whIch .re .re mlklng thl. .llctlon ~ _...___.~___.__
1 MaxImum allowable oxemptlon .........,.,.. , . , . . . . .
2 TOle' exemption uud lor periods before fiHng this return
" ,
3 Exemption evelleblo lor this relurn Isubtraot line 2 Irom IIno 11
,.. ..
000,000
.
4 Exemption clelmed on Ihls r61urn Itrom Pert 3, cQI. C lotel, below) " , , , ,
5 Exemption ellooet6d to trenslersnol shown on Pert 3, below, You musl etteoh e Nollee of Allooallon, IS..
Instructlons.l ... . . . , . . . . . . . . . . .
NOt-lE.
6 Add linns 4 and 5 . , , " , " , , . " . tJ ONe;
, , ... . , , 000 000
fAr.\3 . Tn
A . C 0 I , a H
111m No. Nil 1t1n.1., 1ST b''''liOfl (livid. .00.C Inollleion Rlllo Muimum hutt A"lloMI. Ru. G.ntt.'ion,S_i"in,
[110m Seh.dul. If'~Soh.clill. C, Alloolll~ IIV401.B l,ulllflOlool,D Tu ~It. IlfWhl,ly ..I. ( f/llltl.. hl(
C.PII'III Plfll,ool,FI 'fom 1.0001 lIyoo,"'1 lmul,i,ly col. ally 001. 01
__._.1__.__. ..--------.. ___..____.._.. _____....___.. "__"__"_'''__'', -........_.!.I~_.l!~.._......_.. ....____..__. ..._____......___..............___
._.__L..._ ....----....--. _._____._..__ ._.__......__....._._.._............._... .._...!.!!..l!~.._.... .__._.........__.. _._.._..._..._._._._...._._
..-.-.~.---.... ..-.......---..-- -.-..-..-.......- ....--....... ..--......--.........-......-.. ..._...!.!.~..H!L_....._ ...._......_.__... ..___.._......._.....___......
____._4.._.._ -..---_.. __'_'__ _..___.____ ...__..___..___.... ..-_..!!_~...l!!I__...... ....____....._._. .___......._____..__
..._5__...... '.-."---'._, __..__.._..._.._.. '_,_.._._.. _..._.........._...._...... __......!~.~..i.!!!............. .....____.......,__.., ._.___............._..._...____.__
_.._._l_.._.... .....-....--.__...._.. ____....__. ._._...__...._ ......_..__._.._......... ._ll.tJ!!L_..._... ...._.....___._. .___...__.._...._.._..__....._
......... -......-.- . -..-........---.-.--.--.-..----- ----. .-.. .....-....-. ..'-"---'" ..........!.!.Lt!lL.._.... ...___..............._. .__.._. __.........._.__......___..
--.--...-..-........ ..-............-.-.--..-..... --..........--.--.-..--..-.... .....__.._...._......_............ ._..._..I.!!..H!!__.......... _.................._.._. ...__.. ..........._......_.._.._.......
..............--.......... ----.-...---..--.. ..---.-.-.- ....--..-..-.... ..--.. ....-..........-.........--...!!.~.J.\!L_..,.... ...._................___. _._...._._.._....................._
11\111
Tot.1 exempllon claimed. Enter
h.r. end on line 4, Pert 2,
ebove. May not exoeed Hne 3,
Part 2. above . , . , . .
!If more spece Is needed, e\lach additional sh6ets of somo .17.e.I
!WtIJ843.000
JSA
Tolal generallon,sklpplng lransler 11M, Entor here, on line 14
0' Schedule A, PartJ, end on lin. 16 0' tbe T8M Computellon
.....,..,..,.,........,. .
JUN H!l '98 1&114 FR LANe MELLON PA'1G
,',;.,.... "VI"" ..,,"", A~. J.lillb
717 295 3215 TO TAX DEPT
l'lSSlII
P . 0'1/07
li!I 0041010
. It...... "
XiARTMANJS RARE COINS &. BULLION
48 KIln. VIlli( e
Hltriabufll, PA 1 7104
11m 238-91ft4
Horn. ~"""" l71n ~21ae P'tlf e.'~ng Aj>polnlmlnu
Pelt ~/tf 1,JI
b 811 of Salu
TlIIll, _AJ(tft L~_
AddlllU _._ 7)7. /6.f~ /JiI1fIhlt.
0,1,,*,. .
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In 'OMlamtlon of . _ VII... ...celwd, IIel htrwby... and ""igtI.. Pfopal!ltt
..,d 1Io""'ilaIOdonlhlobfll.'Mltlo 1\111/l\1lI'I/llIt. :..1M. 8u~Cltl,.nd_llh"I/IIII1
IlIWfulllllllorlly to dllpool 01 uma, I furthtr "'"1(11111II1 1:..O,dt1ond ni'f IIe111l11ld Wl1a 10
dltpoo, of .Icl proptny, .
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. . _-~.fjIFQRMRE~_I.[)EN!l~L_~I'RA!SALJ!gPORT__E!!,.!!LUJK1QQl~___
LtNCOUI$n([;L, _, . u. <;'~/.GN1~ .HJ_~I,_.._.___ .......~,,_ ~j~I..PA..~....{IP,;;,'Hf,!1_QI! . -J
~.1~1--.9_'i1.~'.1~', l' Of: f:O ftOI)[< J~V I J~AGk;, .1~5, -- -, --- .._____ ._____,. ____,,__.. _. ~_ ..__, .__ '_" ___...__. .GJI!~~L~_V1-lfl.f~8_~A~tJ _., ._., ._
~11~!IM!.}u~tl 'j,] )\!:::MM' ~f.r~~f:NCf: JWMf\f.R.... ."... """,_ .f1tY1!r ,\, 991 Rj..r~_(!Il.1 ,195.1_,"00 _ ~.Hn'4Jlfll,;.pttHl0.Nr: __'. .
~~..1!OL. _~"__m-.-..____._~ --'~~J!..'.~JnlQt;.!1_~!.J.J~ARLf..SJ::JAl&'_____._D.~__~~;yun1.1XIQ!/,~_!~__O-.1tl1.~M.I_ ,..0 ,'(j~I~!
PJS1t!!t!!JI)tlillt!'l_!L_lXLIftjJ~RI.t._UJfll't.1!:L . ___., r!.q(HJ.rY1L~_L !~Q..,_..._.. -~9~fq!!1!!!!!l.I!tl~_4Q~~1~11L__..HQ~l ____, J40~_~,'~rl.
~ Ut!111!!!!~Ol}J ~r~I')I'~L'I,~ ~!,' .~o~.Q.Vc;tLQ[_~i\l1P_.t! ~ L L ._-~-~.~___!tu .~.L'.~(~LQl.:at:Q~Z J_:Q.5.9__._~_t'!.tll-', ~ul,Q.l 0 _Il, .
It.L''~~.~tHi Cl\_.~_ '"' --- .. "-Q~ IU'_ ~il.~.N {1\......_,---.._~NM!!.fI!IU:l~!i.!\J.qUHn.Ij~..illt1f.19.n~!.t!!9f\jJ!-lJ!.U!W.I!i!Jl_lilA_'h"_"" _. _ _..
\l!"~1~"'1 r81 V,\T; :MR,...>T"VL.HlJI~~A_. ._--!H!1It!-LSQtJ.l'll.lk\R~.;LSIBk'1.dlAl!.BlS~~_R_qL__rr.___ .1.I'QI____. _
..!mllitU!Q]:R ..J;....J!MW!,QfL___. ____ ''l4!lJ.LlQl.._s 1L1\tL~.tBllL.lIECHMIICSBURC .....LL-D.Q:lL____
LO~4110~ 1,., Vr~l' ~~I' S',~w~.n AlJllf .~Prtdamlhlnl Slngl' hmllY. hrJU.lng fOr" ,n! land UI.' II, t.!,!\d Uti ~h~I1Q"-__\
BUIIllJp I L'Io;.r75'( I. B'lU Un1,'1U o~_,upan'y m~IE 1J~~ On4'4lnlly _.80, 1,111'I011"';y L.JLr~'I(
Qrawlllrll. P"'~IJ ~] SI4~1. $Iaw CMn.r ~Z5.taw __-1Q. l'.',mlly _Q. [ In:rOi:eU
PIOP'rfyv,lwu Inc1fI"n1 ~l $!J01. 04chnHl~ Tfn4M _JQ.2....l!!!lll__ 0 I,ll.I~.I'1'l1l1y _----..5 To ___h_.__._.._
D4m,nd/.upply Snar14'i' Int.a!.lr<< (>.11tl.4l9tt V4CArl(Q-SX) f ~jM ~mm'Il;i'I_._5. ______.___._
~.n.L J.m.!jtLL~t.ll..mit " . lll!ill... 1 Q.. qO' 1 _ '__~__
Hol.: R.e. .nll thll racial compo.lllon of Ih, n4lghborhftod ar. not appralul faatar.,
N.lgIlOoll\oodboundali..,ndcll.r.clfll.IIC,: the neillhborhood is bounded bv Routu 11/1il west of 21.~e~1.n.._
mo Hill BorouRh. ______
F.eIOltllla,.rr.cl III. mllk'IOilily 01111. IIfapl/Uu In I~,.. n.lgllballloQd (proJllmlly 10 ,mploym.nllnd .monWn .mploymlnt tl.1~lllty, Ippul 10 mar~.I. .Ic)
ll-~Rhborhood no. most cubli" utili~1tlJLvlillble. relatlvelv ftftSY aooeS9 to
e t~n9-A!ty~~d i. oomoetltive with other~l&b22rhoods in th. ~entrJl ~rea. M9~
hlY.U1m1ill..1H!1!O.ll.ltt..L_Jf2--'Jwvorabh f.sot.Q.CJ.J{~rB observJSl whioh would advers.1L.!1fect
ao 1 t
Marlt., can4i~onl In 1114 IU~I.cl n'19l1bar!lclO!l (in,luolng tuppor1 lOf tll, 'bon conclullont r."t.d to tll. II.n4 01 plap,rly ....Iu'., 4,",and/lu~ply, .nd m"Ir;.h,,~ tim,
.. luellu dall an cam~,IIII'", ~fopttll..lo( ul.ln III. nllgllbO/1I00d. duetlplion 01 tll. pl.....,'ne. 01 U'''ano un.ncln, eona.Ulonl, ,'c I
LAr.LruL(OT'eseeabJ.e econOm10 trend~ ~Ihioh mlRht 1I1Rnifioantlv influllnce m.arket con~ons
9 ~~~R4Re mar~et offer~~lde variety of oonventional loans wIth
e . ve rates, ~ result, the ter'ms.of finanelnR haye !ltU.. i( IHU'..~_.1m~..Q! 0 sa es
~e3. If interest rates re~JUl~. Drooerty values and marketability sn~-&~.
ProJul Informallan lor PUO. (II applleabl.).. II III. d.....lapff/)l/lfdff In ~onllal 01 III' Hom4 CMntfl' A"oelallon (HOA)? U YES [] 110
Approxlmtl. 101.1 numbel 01 unil. In tll, lu~l~cl PIal'" tiLA.-_' Ap,llraxlm'l~ 10111 nl/mbtl of unU, fOl ..I, In 11I4 IlIbl,cI ptoj.ct HLA...
~~IIIM"clullnnalf'(ilWft' NIA
Olrntnalanl86 X 111 Tn,0091'phy ~b.._____
'U..I.. 9718 So.Ft. :I .19 At; Cam4fLol No SUI TYPICAL f'OR AREA
Suclfi~ 10njn~ cl...IU~4Uon IMd.wlpllan ~NTIAL SIl4U RECTANCULAR
Ionlnt (Qmpll.ne. 00 Lt~'1 lql~(Clrardil"'~Ulfl [JUl4g~1 LI Hq tOflln, OtttM9t APPEARS AOmU
.~ I "'ow lliMY.
UttNt'n Publl, Olliff Ojf...t,~o"'tl'nltntf Typ. 'ubHe P""at. lAndtl;l~1ICJ AVE"RACE
EJ.ctrlelly SIIf.t ASP HAL T DrN4W'Y Sli11". MP.
AU NONE: Curb/gllll., CONCRETE A~p,/,nl"ull\4nl. t!2H.t...Q>>S~1!.vtD
Wllff Sld.......lk CONCRETE '!.YA S"cl'l ~ooo titUlO: Ar.. U Yu l1J /io
SlnllIrylltW.r SII"I/lgl\lt ~ W.lAlontC "'apOltI1l~11-81
, AI.... !lONE 4 51/00016
COnvnt~tl (,pplltnl a!N.,.. ....m.nt.. .nelOaCIlm4nlf.lp"lal'tUltmllnll, tlld. '1141, IU.", 01 l.g.1 nonconlormlng zonIng. Ill.. Ite.l; ~.llJYLS
~~provem.nts.-AY!raae landsoloina. and tVD~~There are no aDDaren~
dverse easeme~ c e s 0
OENEAAL DESCRIPTION DTERIOR DESCRIPTION
No. 01 Unlit 1 Fallnd'~an
Ka,ol'lotl.. Lct.tlorWIIII
TyP4 (toll/All) ED Roo' 'U11"4
o.llgn ('lyll' is' + QutttU & !Mrnt~tl.
iJcfllln~lOpo"d 5 C Wlndow T'1"
Ag.{Vtl.) 4S 'torm/SCIl.nl
y, I
FOUNDATION
II.. NO~E
C,..,.....
aa..rntnl
....."""l!QL
O.lnllllfU HQti
Sttll,ment 0
I
IlASEMEHT
AI"SII.n
llFlnhfl.d
C'illni
Wall.
"'01 ~g
CWldttlllry
::~LAIiO/l ~
C'llIn~ AVE -~
W'I!'A.'!~
'1001_
NoN __
~- -
0Jn
L
F nln' illiwl II. W.ili I, in A
INTERIOA 1.l.I.tI,I./Candlllan HEATlNO KITCtIEHEQUIP. ATIlC "MEHITIIS CAA STOMQ€;
F\oQI' l/P./VIN/CPTI V T,.. rA... Atltlgnllol "'" Flflplmhl'L- "'''' I])
W"II k W LI V FUll lli.- flIngl/Ov.n St,I/I ',Uo -- GlIIg.
Tl1m/Fl~ll'lI 01 V V OiUIlIII Drop ~tII, OoCk AIU~fI.d
BflhFloor 9l!1L'!: lAVE CooLINQ Dlthwulltf S~utu, p"" .KilllltlL Otllc~.d
a.tIlW"n,cot C/AV C.nlr.1 0 hntliood FloOf '.net 1uI1t-ln
0.,,, 00 I 011141 IlL. IAlc/'llw,v, HI.I,d ",.1 C'IlO"
I W II
Addl~OMI'utuIUhp'clll'n.r9y.tfIcl.nlti4m..lla.l: ~..QQI.
CondlUon of lilt Imllfo....m'nll, d'PIfCI,llon {~h)lIIC'1. flIne~on'l. ,nd 'JlI'ln.ll, "PlIt, /I..d'd. ~1I'1I1y 01 eon.ll\u:tlan, rtmoo.Un9/.ddltlon.. .IC :~.!..._.
!lMQ..Addendum,
.
Ad...".. t/l...lronm,nlal candlllon. (IUCIl It, bul not IImil.1J 10, hlUldalil wul... to_lc ,uhllAf,". elc.) pr...nt In lh. fmptov.m.nll. Oil tn. III.. 01 In III,
fmm.dl.14 ...ll;lnily of (fl. Mllcl propffly: See At tached Addendum.
'''''''''''''0:'_101-1.1
PA,QE 1 0; 2
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J
'1....w..'....tJlH '-u
Vtilll_\.!.q!lJlttlli'L~._ _ Y!t~~.Q!t~t~~~!'Q_~_~l~.,~:~~tr <~M?,,~l~_ RE_~2.~T...___._~.m'J!(L~1~GIQP_L_m'..~
EHIi,l....f€Q!lfEV"I.Uf ., .1? ,0001 ';J1\mf_111 nn C:HI A~~IH~I\(I~,~_1 H H~la 'I :)11 Uhmllt
!SIIM"'IEClllfI1R()O(;CrIO'jCn~I-'lt"'iJf :\lPl'OYll,i('lf:l 1li. 'ltl". tqlj~I' IJOI ~11<;\j141i~1\ I~d I~I HlJO, "" ll\~ Frn~(A t~,
ev.tlflnq___ '_,56& S-l Fl l' (10 (tlJ . S _ 9510.9') fl'-"'t'1JI4_1'lirlr'II:~MmIC II!' ~II~I\ ~Illtllyl See_)\tt~~hod
. JIl[llLL. ~Q~H-l Ft ) '__ 9,9_Q __ __I.lB!. tWL!I.lt\ql1}!k ._._~________..__ ______u--._=--=-__~_~=~~'.~~
. f'9JlCli/lT. _9,Q~o. .___. 'Un__ ___....u____ u_.__...___..
alla~'/CI'!I011 _,.___Q ~t fl -. , o. Q,__Q.Q .____Q _ ""_____._~__~'~~__._......~_~.____._______
hltl EtlJmtt~-jCn'IN~wl I . '..-- < __LtJ.,J~9. _.~~___....~_ ___ __"~.~_'~~__...~._~~_,~.~.___.._~".._.
. ~;,:".." '-~::~.;'~"""~ .. E'I;'I';. . I --Xl Lm_:-~_::~:=:_~:~~:==_=:==::::=
04~lfClaltdV~I~tollm~loW""~11 . S .._$1.535" __"__"'__~_~_""'_"~~_-.......;.~_.-----.-......"",_._..._~
'A,'il' "~I~, U1SII, In\~I~-I'(l'tn!, . $ ._...~_"_~~,I;9._Q _n ,~j ___~"._~.~_..~.~<""_~_._.~_____
.L'ill!QAllQ.Y!1.ll.f. ~QJll.~lf!!.Ql~f!_ __ -~'_Ln-ll-lL 0
ltlL__r:::___I~iJ,GL_u L __ _")MP"AU~ljO L_._ _COM"AA8111fU
)001 LINCOLN STRElT 11707 LINCOLN STREET 2920 CHlSTNOT STREET
..llilt!Lc;&'i "---e!f....ijlJ.-b-~__~- '!l'JilJ.
PnJxlml1'i 10 5uD1t 1 8LOC~ If ~.K$_
S~luPf1c. _ L _ N/_ , 109..5.00
~'./Qroll Llv A 0 &Q.,~'L.----1i...5J.1!_~_ L-...il!.J..21 gI
041",'/.. INSPECTION IASffT RECORDS/fILS/ ASMT RECORDS/i'fLSI
v !W!i.tlIDIIUI J:!6\..~_~.G~/SI:lMl!:t-W-t, ,/ 1lIT~~
~ _.P!1~!fll9liM__ SCR!tTJQ..'L....lilil~.'iL.~ ~!fl.!QM~"
Slt"oIFln.ncln~ N/A _ CONVENTIONAL: CONVENTIONAL :
" Ion. I '---=ill0ill..._-_: MQl!L :
OIIU"lltrri!!"j ~~_ LO-?q"..9S!L_~_k__L___, :.1JL7 6/ 4
.l.lliJIi<J_ V!:.fi~G,--._ llill8QL i A~
Wl!t!1_~ ,EE _ ~l.E ....:___
.lllL I AC ..._ LI2 ~_ -----i-..- ,I -8."-
~.w Vl ACr.. AVERA~---+-- V C
.!i!!!lli!l4_~U mi'f.AV~ !<~llLA\'E' . S (AVE
".m_ VEnACE . mVE ACE: V ACE
~- ~---._~ i12-___--L-.. 40/1
" ill n __ V!:.fib.9L-.__AYllM'L_ .: VE E
Abo...t Orldll !.!!.!L~1.;-!o~ 1'!ji.l.ll!"'...1.l--!~ T II' ...' 1>,
PcamCOl.jnl ~-3.l_Lj?: 1: 1: +2,0006. 3: 1.5:,
ro ~.!1L .--L.SQ..8_&!l..f.t 1 &.all: 0 0 ~ ~
. B.t..rntnlf,Fi.IliIMd fULL BASEHEN1i'ULt. BA.SEHE~rr: fULL BASEMENT:
lOw 0", ~nNISHED 'C ROOj1 -f--::? 000 C '
. F II t~11I \I ACE ki.YEAACE, V, c :
~ n Coo,,; ,A/NO .Qj AI ls7'EAM/NO C/.:: _ . !:ALgLAIR :
· ""... OR_ AREA. ..rrJQlLARful--i---. 0
r C. ONE 0 , 1C R
PoICII. Pilla, o.ck, PRCtt/SC.PRCH CR. PORCH ., ,000 PATIO
"' I EP cr. U:IR.Pl.ACE fiR-LACE
, I 'I . ONE M ON
NE OE HON
c YI'.4~lli.&L~_
27 CIRCLE PLACE
P f L
. UJ.9~KS ___-=..
000 --l_J..ll.3Q~
85..9]' "_
ASMT RECOROS/MLSI
~f1~____
_OQC8!t!!Qf!__Gl.11.>:L..'1::.~1
CONVENTIONAL :
11-1~6/q ~
V CE
EE
I C
V R~
2ST / V~
V' CE
11 /1 ---+---_
V.ij!ill_
I IOj , ..."".' I~I'I :
+ 1,500 6: --'-.: +500
o 0 .J...Jllj!l!L~-'..?.,.!OO
,ULI, BASEMENT:
U, ISHF.D :
AVER C
-1.500 S II 0 CL:
o REA
o I R/
SCR. PORCH
CE
.
A , till . :s
~UI"dS."'Pf1~. 7.2.1
a~1r I, et h6' 1 1I 0 e 4's
CommtnfG on 5.lu Compuitnn (In~llIding ttw tubl.~1 prop~rt/, camplUblllly 10 Iht n.I~l\ba{llood, 'I~.l;
600 _ :~
Cro:'l:i\' 1 5.9
11 600 ct! 1.6 I 119800
~A.ttaohed AddendYnl-l..--_
1. 00
Tl!!..- SUBJECT O~PAfV"B NO 1 ;::OMPA NO. ~.f.~OO L-
'41,.,,,,,",0.. HAS NOT ONE KNOWN TO EXIST NONE KNOWN TO EXIST NONl KII0WN TO EXIST
s",.,.r".''''''ITRANSrERRr.D THr.R THAN LISTED OTHER THAN LISTED OTHER THAN l.ISTED
. '...,'" .IN PAST.1<AR BOYL. BOV OVE .._~__
AroIIy.I'1)1 ~ cuntn! 191Itf'Nnl~' 1111., OP~,* 01 Uttinl) olltlt ,oolt,t proptrtj ~n<I'N~lllllr.~ pllor $lit' or lulI(t'ct.nd CO(T\j}tflblu wntlin 00f yurol IN"~ Qlap~l1iul;
C QrQ1nR to Jnf~~t19lL~vlded bv t~ultl-113t 'OLYiQ!3 in tQls reQlon. the ~ubiect
.e.rll.. has not been li.ted for ..Ie wl!J1lD~il<m1h', PRIOR ~t.L~:l5-92 ,OR 51 ,OQ,
INDICATED \lALUE B'I' SAlES CO"'P4!\ISON APPROACtl . S 1 161.Q.Q..0
N>lCATmVAl.UE8YIHCOMF.APPROACH IU.PPllclbl'IElllmal'dM'I1UIRfI!,~~._ N/AI\40,l(arouRlnll.liti~1I11 /. S I
TNI,"prllul~'IIII' luej.cltllhll1p,II1,llltfllkln..iflIPfclI'oo.orCl)!\ljboru!Mllftdbtlow -rr IUbjtClbCl)l\'19lf!jonptlptan"r.dIPfci~etllOllI
~tion.ol1qlJlttl..': Ihl!!..J!QP..tAl~1'L~~QQr1.J1!'" ~1!LRL!U~r..~'L.!o'1UL~p'ertv In "ftLlJ!~~ondl~t!o
ons .QQ~tl.'LhY_beelL.lncluqqc;Ljn_t.h1L"ll!lua t ion.
FlMllllconcill.Uon$ee AttacM,c;t Adden.g~._._.
---~-_._._--._.
Tr.. pl/I'JlOle 01 Ihlt 'PP,.lull. III utlmal.lh. m.r~.1 ,""Iu, 01 !hl lul Qrnperty Ih4111 th. tu~ltCl o)IlI\ll rtport, bUlldr.n Iht tbow concIlIonlaMlht wtiftutlon. ~Or.tir\qll(ll
IlIdllml~l19cOl\dillon',I/ldh\il~III"'II\Jll dl!ftlli~or.'NI.rt ttA!IIdintlllIHAcl'illd~rtddl.l,bc ~onl1 mlFtNHM.ttFolTl1lCQ.4a(~"d ~~).
I (WE) ESTIMATE Hn MAI'I(f.T VALUE, AS DEFINED, Of' H.: REALPf1DrERn TNATIS THI: SUBJECT OF TtlS FlEPOOT,AS or ~H 11, 1997
.. (WHICH IS THE DATE OF IHSPECTlON ,AND HIE EFFECTIVE DA TE OF HiS F>.(POOT) TO BE t ill-l..OOO .
. APfl~AISER: 1\ I. \L I" SUPEf1VISORY APPRAISER (ONLY I~ REQUIRED\:
Sl~n.tult .1 )'~_._,____~__~ SIQnltul'1 ..
~J1Qe~RTIKt BANZtl.Qf.f." _ ~~!-_
o.lt~t7 F'EBRYAR'Ll~J.9~____ D.lltfltQQrlSl9nld
S14IICott1Hiealion' PACER! RL~Om.1l:1...__._~~A..__ 51.I.C.r1H1utlon'
O'StIIl'llctnu' -Olljl77~A Sl~ QrSI11ILlctn",
'ftt...WIC~_IO till p"a~ lOF 2
.... ................".. ...._-, "'-..-.......- ,","",'-"'II
DUid OOidtkll
!M~.C1PIO~'rty
Sll!'
S!.t!.
,.^""u..~."" iOO. vu
Ceo tra 1 Penn Apprtl (sa 13, Ine.
1',10 flll UNCJOO 1
OEFINITION OF MARKET VALUe: Tho!ll'n09t prvbJbltJ pflce which J plop!}rt~ ,hould brin? In ~ compOIJlw9 Jnd 011 en ffiM'(vl
unQer all condllJons roqllislle 10 J 13ir SJIO, 1M buyar an~ soltor, uch acting prudontly, kfhlwfedgeably and dHul11ing the price Ii nol
tillecllld by undue stimulus. Impllcllln lhi~ dollOlliol\ IS the cOMlJmmalion of a ule as of ~ Sp6Cllllld datil and thu pmmQ 01 lilt" from
seUer to buyu( Undll( conditions whereby: (1) bllyor and sellor are typically moli~ated; (2) both parties are wolt lnlormed or well ad'/lilld,
Ind each aellno in what hO considers his own besl inlorost; (3) a rCJ5011able Ilmei~ aUoYied for expoSlJle in Iha open mal1(el; (4) paymenl
1$ made in terms 01 c~sh in U.S, doUm or in terms 01 linancial arranQemerlls compJrablo Iherolo; 4nd (S) Ihe prlo;e represents 11'10 MIrrIJI
conslder'lion lor Ihe proporty sold unaflected by specldl or cre4tive financlnQ or Ulu oonce"lons. grAn led by ~nyone moc/aled wilh thi}
salt,
'Adju,tmenls fa tho compar,ble, mllst be madlllor spacial or creativo flnancinQ or ules concessions. No adjuslmenls are necesury for
tho,e, cosls which are l'Iormafty paid hy sollors as ~ result of tradition or law in a markel area; these cosh ate readily IdllnlHi~ble since the
seller paye thou cosls In 'lirtIJdlly all ulos trdnucllol'lS. Specidl or creJ!lve linancing adjustments can be made 10 the comparable propMy
by comparilonllo linancino hHms ollered by a third party Institutional lender that Is not already Involvud In lhe p~operty or lr.nueliof\. Any
ld/Ullmeol'hould nol be "loulll.d on l mechanlOal dOli" fot doll" '011 of Ih. Ilnan,lnQ or ,0n"..lon bvllh. doll" lmounl 01 ,ny
ld/ullmenllh'Vld ,pp",lmllelhe mlr'<el'l r8l01l0n 10 Ihe f1nlnolnQ or oon,...ion. b,sed on Ihl .""1,,,'. judQmenl.
STATEMENT OF LIMITING CONDITIONS AND APPFIAISBR'S CERTIFICA1'ION
CONTINGENT AND LIMITING CONDITIONS: Th. 'POral"r's ,,~lfIClllon 1h.llppe",ln Ihe .pp"I,,1 r<po~ 1.lubjecll, Ihe
fOllowlnQ,ondlllons:
1, The appraiser will not be responsible tor maUel~ of a lega! !lalure that atfecl either the property beinQ appraised or the 1II1e to It. The
appraiser aUumes \hallhe tille is good and markelable and. L~er9'ore, will not render any opiniOns about the lille. The property Is appraised
on 1M bOIl. of II belnQ und., rOlponslble own.,.hlp.
2. The appraiser has provided I sketch In Ihe Ippralsal report to showappro.imale dimensions ot Ihelmprovemenls and the sketch hi
Included only 10 assist the readllr 01 thl! report In visualizing the property and undel1landlng the .ppraiur's determination 0/ Us size.
3, rhe 'POIlI.., hIS ",mined Ih. IV.II.ble flood m,ps 1h.I"e provld.d by Ih. F .d.,.1 EmerQ.ncy M.n'Qemenl Aoen,y (or olh., d,"
IOU".I) lnd h" nol.d In Iho '00,,1,,1 report wh.lh.r Ih. subj.cl ,II. II 10Clled In 'n Idenlllled Specl,1 Flood HU"d Ate.. 8muse Ih.
appraiser Is nol a sUNeyor, he or she makes no OUilUntees, express or Implied, ltQarding this determlnltlon,
4. The apprlllser wltt not gi~e testimony or appelr In court because he or she made an appraisal of the prnperty in qtJestion. unless specific
arrangements to do so h~ve been made belorehdnd,
5, The appraiser hts eslimaled !he value of the land In the cost approach at lIs hlghesl and besl us. 11'16 the Improvemont' al their
contributory value. These sepmte v~luatiol'\S ot Ihe land .and Improvemenls must not be used In conjvncllon with If\y olher appraiul ...~d
.te In"lId If Ih.y 'I' 10 ",.d,
8, The appraiser has noted In \he appraisll report liny adverse condiUol'\S (such IS, needed repairs, deprecIation, the presence 01 hazardous
wastes, toxic substances. etc.) observed during the Inspection 01 the subject property or !flat he or she becllne .wue 0' during the normal
letearch Involved In performing the appraisal, Unless otherwise slated In the appraisal report, Ihe 'ppraiser has no knowledge 01 any hidden
or unapparent conditions of the property or adverse envlronmenlal eonditioM (including the presence ot huardous wastes. loxic
lubstarlces, etc,) that would make the property more or Ies.'l vlluable, and hlS assumed thaI there ale no such cofldilions and makes no
gUlrantees or warranties, express or Implied. regarding the eoMllion of the property. The appraiser wUt not De responSible for any such
condltlons Ih.1 do exist or lor any enQineerlng or tesUng that migh1 be req~ljred to dIscover whelher such conditions exlsl. Because lhe
.ppraiS8r is not an expert In the field 01 environmental hazards, the appraisll repo.1 must nol be consldeled as an environmental u.sessmenl
of Ih. property.
7, Tho appraiser obtained the inlormalion, eslimdhls, and opinions that were expressed in the appraisal report tram sources that he or she
considers to be reliable and believes lhem to be true Ind correct. The Jppraiser does not as.sume responsibility tor the accuracy of slIch
Ilems thaI were fuml$hed by othor parties.
8. The Ipprai~er wUI nol disclose the conlents of the appuisal rllport except as provided lor In the Uni10ml St,ndards 01 Profe"ion.tl
Apprllsal P!lctlce,
9, The appraiser has blsad his or her appraisal rGport .nd Yltualion conclVtlon far an appraisal \halls subjecttCl $ltlsfaclory complelion,
repalrt, or alle/ations on the assumption that completion of the improvements will be performed In a wol1lmantike manner,
10, The apprllser must provide his or her prior written consent betore the lender/client spacitled in the appraisal report can distribute tho
appralsll report (including conclusions Ibout the property value, the appraiser's idenlily 1IId protession.l deslon.tlO/1S, and roterences to
any professional .ppralsaloroani7.lIion!l or LIt Ilrm with which the Mppraiser is mocl.ted ) 10 anyone olher than !he borrower; lhe
mortgagee or Us succftS.'lors Ind i$$iOns; the mortgage insurer; Cl1t1Sullants; proflt9.Sional appraisal organizations; any sl~te or federally
approv,d Ilnanclal institution; or any department, ag(lncy, or InslrumentaUty 01 the U!lUed States or any state or the District 01 CollJmbia;
except that the lender/cllent may distribute the property description section 01 the report only to dal. coUechon or reporting service(s)
wllhoul hiving 10 obtain lhe appraiser's prior wrlt1en cOhsenl. The appraiser's written COMsntlnd approval must also be obtained belore
the appraisal can ba conveyed by anyone to lhe pUblic through adverlisino, public relations, neW1, sales, Or other media.
Froddl. M.c Form 439 6-9.1
P,o" of 2
Fannie Maa Form 100(,B 6-93
APPRAiseRS CERTIFICATION: The ApprJlSor ca~lllios ano agrl1e, IhJl;
fill. Nv LINC)OO I
1, I hd'liJ ;eseJrchea lhe sublect markel ared Jnd h,1'11I1elllcle1 J mlniml~m of lhree laeent Hlos or prOpllrtiei mosl !lmlIJI Jnd prJlh11Jld
to lhe sublecl property lor con,idorJIIOn In the HI'), compJrlson aMlysls dnd havfl made A dollar adjuSlmenl w~en approprialil to fe!l~cllh~
marXet reactiM 10 those ilems or signlficanl variation. It 4 signlficanl Item in a compmble ploperty II superior to. Of more fJvorJble !hall.
the subject property, I have mado a IlflQJ!iv9 adjustmont 10 roduce the adjusl/ld sales prlce or lhe comparable and. If a sigrlllir.allt Itim In J
compmblo pra~lIr1y is in/miar 10, or less filvorabllJ Ihan tne subjecI property, I have mad a a pOSitive adjustment I" inCrllJSlllh'l adl~11~d
urespficlIofthllcompdrdbte.
2. I have taken inlo consideralion lhe factors thaI have an impact orl value In my development 01 tho esllmdle of market '/Jlut! In !hr.
apprais<11 roport. I havQ not kl\Owin~ly WIthheld any significant informalion tram the appraisal report and I believe, to tho best of my
knowled~e, IhalaU slalemenls Jnd information in lhllappraiul re~l(Ht are true and corrlc!.
3," I staled in !he appraisal rltport only my own personal, unbiased. and profuslonal analy"'. opinions. and conclusions, "'hich arli suoleel
only 10: the conlinQenland linlHin~ condHions specifl,d in lhis 'orm.
4. I havI no pre..nt or prospeclive Inleretl in thl property that is the sllbJacllo this roport, IIld I have no presenl or prospectlv, pelsonal
Inllloslor bllS wllh rospocllo Ih. plrticlplnls In ~o I","cllon, I did nol buo, .llh.r plrtlllly or contpltl.ly, my Inlly", Indlor Ih.
1,lImat, of ma~lt vallie In the apprlisal report on the rice. color. religion. SIll', hlndlclp, 'Imm~1 slalVl. or nllional o,ioln ol'ither lhe
pro"Pfetlve owners or occupants 0' lhe sllbjecl property or ot Ihe present owners or occllpanls 01 the properlles in lhe viCIOIty 01 the
IUbjtclprop.rty.
5, I have no present or ccntemplaled futuro Jollrest In lhe subject property, and neIther my current or lutllre omploymenl no,' my
compenuUon for performing this appraisal Is coollnglnt (In the apPrllsed vallie of It',e proporty,
e, I was not reqlllred to report I ~redetermlned value or dirllcllon in value thai 'avail Ulll Clllse 01 the cUenlor any felaled Plrty, Ihll
amounl of the vallie estimate, the .ltalnmenlo' I specific reJLJfI, or the occurrence of a subseqllent eVlnl in order 10 reCllve my
comp.nsallon ,ndlor ,mpfoymenl for performlno lhe apprllsal. I did nol bue the app,tlsal ropon on. rflqLJ.sled mlnimllm valllation. a
.p.olflo "Iuallon, or ~. need 10 Ipprovo a speclflo mortglg.lo,",
1. I p.rtorm.d ~Is Ipprailll In conlormlty wl~ Ih. Unllorm SI,"dltd. 01 Prol.sslonsl App,,11l1 Praolice ~II w.re IdoPI.d .nd
plomolgll.d by Iho AppralSlI Sllndl/ds BOlrd 01 Th. AppralSlI Foundlllon Ind ~II wII.ln pllClIS 01 Ih. .lIecll" dllo 01 ~is Ipprailll.
wl~ Ill. "ceplion of Iho d,plrtura plovl.ion 01 ~o,. Slendl/ds, which do.. nollpply. IlCknowl.dgo ~II an "llmll. 011 relSonsbl.
lime for 'Il'posur. In the open markells I condlUon In the defInition of mark.t value and the e~tlmalll dlv.jop.d is consistent with Ihe
mlt1collng limo nol.d In Iho n.lghborhood ..ollon of ~Is report, Imlo..1 hi" o~.rwl.. .11I.d In ~o reoooollllllon ..ollon.
a, I hlVt p.,.onslly Inspool.d Ih.lnl.rtor and ,"erlor lrelS of Ill. sobjecl proporty and ~o Olllllor of III proportl" IIsl.d IS complrablll
in ~"pprallll r.port. I further certify 11111 I hi" not.d InY IPperonl or known .d'I.,.fCondlllons In th"ubj,cl improventonl., on Ih.
IUbjool sll., or on any .iI. wl~ln !ho Immedl.l. ,Iclnlty o,~. sobjocl prop.rty nf which 1111\ IWI/.1nd hive mldo Idjuslmonls 10' ~...
l<lve,.. condlllons In my anllysls ol~. proporty '11ue lo~. .1I.nl ~III hid mst1c.1 .vidonoolo IUIlport ~om, I hi" 11.0 commenl.d
Iboul ~o oflecl of Iho IdvII.. condlllons on Ill. m't1c.llblllty of ~.lObjecl prop.rty.
9. I p.,.onslly preplIld 'II conclvslonSlnd opinions Ibool ~. r..I..III. thll wer"o' lorth In ~"pprallll report. It lrell.d on
IlgnlllClnl prol.sslonsl .lSlsllnce from any Individual or InOlvidull. in Ill. p.rtormance Of ~o Ipprallll or th. prepmllon of th. IPpro;IlI
report, I hi" namod l\JCh Indlvldual(.) and dl.olo..d ~'lpecl,'io lesks p.rtorm.d by ~.m In~. lacooollllllon ..ollon Ollhls Ipprailll
report, I cortlfy thll any Individual '0 nlmod Is qOllltl.d 10 p.rtorm ~oles... I h", nollUlI1orllOd anyone 10 m.k. . change 10 any lI.nt in
1110 report; ~erolore, lI.n onsv~olll.d chlngols mId. 10 ~. Ippralsllreport, I will Ilk. no responsibility tor II,
SUPERVISORY APPRAISER'S CERTIPICATION: It I IUp.rvl,ory 'pptll..r Ilgned ~OlpptllSlI report, h. or sho certlli..
and 'g'"S ~II; I dlreolly ..p.rv;.. ~o Ippral..r who prep.rod lIl"pptlllll report, hi" rell.wod lh"ppralSlI "port, .grll wi~ Ih.
llllomonls and conoluslons ol~. Ipptllsor, Igr" 10 b. boond by ~o 'PPtl'..rs o.rtlllClllons I\<Jmber.d 4 ~'oogh Ilbo", Ind 1m liking
Nil responsibility lor ~o .pptlllll and llio Ipprallllreport,
ADDRESS OP PROPERTY APPRAISEIl1
3001 LHICOLH STREET. CAMP HILL. PA 17011
APPRAISER: '. /1
Slgnsl"t: \)1 ~ ~
Hamo; ROBERt K. 'BAHlHorr
I
0.10 Signed: FEBRUARY 22. 1 qqa
SllloC.rtlfIClllon'; PACERT RL-001211-L
or Slllo Llo.ns. I; RH-OQq277.A
SIIIt: PA
Explrallon 0.1. 01 Cortifiollion or Llcens.: 6.10.qq
SUPERVISORY APPRAISER (only It required)
_ SlgOlMo:
Nlmt:
011. Signed:
Sill. Cortltlolllon I;
or Sill. Llcen.. I:
SIIIt:_,_
E,plrallon 011. 01 C.rtlllClllon or Llcen..:
o Old 0 OldNollnopoc'PlCpetty
Freddi. Moo Form 439 6-93
Pig. 2 012
F.nnle M48 Form 10048 6.93
SKETCH AREA TABLE ADDENDUM
Pr~e!rty ~~d~~.~lI ...._3_0_0J. L(.ncol~_~l~...t ____.
...QiLC.r'!f!.!!I.1l_.._.__<_u~___~_~-,_ . .,~~~f_ .__~~_~~!tIN.. .___.._____~!'t~",..p_~___.,.~_____.,_.._~p C~!. 170' 1
Borrowtr N/A
-l;';;d;"Clienl M~I!;;rr-~~i~O~pt:".-"'''----~--'~'''~~---'~'---'--'''--___'__~'T" ------~.,------ "'--"'-~--~~___M""_~ __
APPf.i.-;;--RoBeRTiU1ANzHO~-F' '~__'_."""-----T Addl.";-iO-l$-our-~iMA~Re.E-T-- m__~.___~.__." .___..____.
FileNo
.~-->.-._--~._..,.~-......_-~._~.
10.0
23. Porch 5,0
Kitchen
S pOfoh 28,0
23,0 Living Room ~"oo.
Bedroom
Bath
Bedroom
I~
Bath
Bedroom
Lr
23,0
33,0
eornm.nt.;
Sealt; 1"'12
....
OW
0......
AREA CALCULATIONS SUMMARY
Ntme 0' Au,. Blt.
Fint floot 101.0
hcond flOCl'" "/511.0
Tot.,.l.
10..01
1n,0'
j
LIVING AREA BREAKDOWN
Btt_kdown 81lbtOC.11
rhat ,1;010'
23.0){ 33.0 15',0
I,O){ 10,0 10,0
hoond r~~, ,
U,Q 1Il :U,Q 1511,0
"
1
I
j
I
1
f
TOTAL LIVABLE (rounded)
15e8
3 Are.. Total (rounded)
1588
...... '-'.'~.u.__ "___._~_,_~."...._.
---
ll'NU..:c...ItM~IHq
_".tIOff'W....h~~
...,1.1.......-
l~sue per stirpes if such other child is not then living.
SIX'l'H
All estate, inheritance, legacYr succesoion, or tra~1fer
taxes, including any interest and penalties thereon, imposed by
any domestic or foreign law with respect to all property
taxable under such laws by reason of my death, whether or not
such property passes under this will, by operation of law, by
contract, or otherwise, shall be paid without any right of
reimbursement from any recipient of any such property, without
any right of apportionment, and without postponement.
SEVENTH
Should any person entitled to a share of my estate be a
minot" at the time of distribution to him or her r and should the
value of such si',are be more than the amount which may be paid
or delivered to him or her or on his or her behalf without: the
appointment of a guardian or other fiduciary or the delivery of
security, such share shall be paid and distributed to my
Trulltee hereinafter designated to be held IN TRUST and managed,
investedr and reinvested, together with the accumulation of
income thereonr if any, and the Trustee shall use and apply
from time to time such portion of the income and principd
thereof as it deems necessary or desirable for the minor's
reasonable maintenance, support, and complete education,
,', .
/t' '-.,I"
,~ page 4 of 6
inoluding preparatory, oollege, post-graduater or professional
training 1 to make such payment for such purposes to the
guardian or person with whom such minor resides; or directly to
or for the benefit of the minor, without further responsibility
to such minor or any person taking care of such minor; and,
when such minor attains the age of twenty-one (21) years, any
principal or income not so paid or applied shall be distributed
to such minor; or r if he or she dies prior thereto r any
principal or income not so paid or applied shall be distributed
at death to his or her personal representative.
EIGHTH
In addition to the powers granted by law, my Executor(SI,
hereinafter designated, shall have the following powers:
A. To sell at public or private sale, to exchange, to
leaser to pledge, to mortgage, to transfer, to convertr or to
otherwise dispose of, or to grant options with respect to, any
and all property, real or personalr at the time forming a part
of my probate or trust estater in such mannerr at such time or
times, for such purposesr for such price or prices, and upon
such terms, credits, and conditions as shall be deemed
advisable or necessary under the ciroumstance.s;
B. To compromise any claim or controversy; and
.-;1' ,ei' t page 5 of 6
. '.......~! .. ';." Tl
rll
. ";' '~'. ..
..",~~.", "~.,~"._~_..
To iom' io all fo~. "f ""pu'y WithJ b.i09
limited to legal investment. ~)) JJCtLU/,;tili~;' C~'~~I /(Il.J..,{O.
. U,. /fro'-! d{ut!..,0y r,&.g 'J-IM "'~(j-
tUl!TII i'lJrl"w(:~/<t;^;tl'Y ,U;l.i.-I1j LII(W.:(:;j''(/
I hereby nominate and appoint my, son, DANIEL R. LE I Y I J~t,libfl"<<
. _~~C>O I ~'II.-.J:t. C~ II ~ I I~ . Fft5
o.f .H-th!-5--ea'rd~ttl:~e~n,l1ac;li\-ft:l:.H;j, ~~"Aa '
C. ,..,Lj,4?~~~ (~A.. rl--tla1......~lZ ) lel ':? .
!'\r-I,a,u'H. ,7r/, EE\'tiui.re of tho I,E: ...,. S J;
C.
.;! .~<:L '-.. '-
~-<'-~-L--
<c' -c>~ ": '!~,
r J.l;..., 2108 IIAl:ket Gtl,"'",L, C"~'I:' 1I:H:-i:,- Pellllny.t....ttlri-ct-, to s~rve as
:~~.zL-.-?.J!. Ii
. r-'" 0.. Co-Executors of this, my Last Will, without bondr fpr the
I -"'~' "'-'-- Ii
I. ......;{('r...rtt.<L---- faithful performance of duties in any jurisdiction. ~..i urther
. cJ~ )jtt-f7_ r)J2n,,'rv._d c1,)...."':J /'rK'nr'.. )(/-.___
I r;Cl-rrt., . nomina te and appoint PaL~ ';'d_ '(. Lauer /~L. , 'l::t''Lj.Ji1\: a e sole
',/,y ,I
~<,.u.'''1'~Trustee of any trusts oreated by this, my Last Will. .;
;~7:':"v..~.,.. IN WITNESS WHEREOF, I have hereunto set my hand a~d seal
l<.<.~~C () ~ .J\_ tJ
'.'-/A--<.-c;:y this :5 C> day of ff~ I 1994. !/I
'A.c--c./...c."'f_.-'/ I
UL-_-<-{~_4::./ d~.a--, J. '---P Ii
?...~. ;;..<. ,c, . FRANCES S. LEAMY ~~I
:1 .~,~~- II
{J(' -1'...5- SIGNED, SEALED, PUBLISHED and DECLARED by the abo named
testator, FRANCES S. r,EAMYr as her Last Will, in the p esence
of uSr whor at her requestr in her presence, and 'n the
ach other r have subscribed our names as wit esses.
I~~ j/aiU
ADDRESS
( CJ.l&\~
,
page 6 of
~
6 ADDRESS C~ (
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. ...-..-.-.. .-'-'
~FFIDAVIt
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF Lu m I:J .vJL.C\.. ,:. J-...
Sl
Ir FRANCES S. LEAMY, Testator, whose name is signed to the
attached or foregoing instrument, having been duly qualified
acoording to law, do hereby acknowledge that I signed and
executed the instrument as my Last Willr that I signed it
willinglYr and that I signed it as my free and voluntary act
for purposes therein expressed.
IN WITNESS WHEREOFr
my hand and seal this
I, FRANCES S. ~~V, h,r",to
~~f1day of I , 1994.
set
~ +l-<'t).A/"
F CES s. LEAMY
SWORN or affirmed to and acknowledged
before me, and F~ S. LEAMYr the
Testator r this ?, ._ ay of
a.m,L I 1994.
V
~~cJJ. ri? rP)
NO ARY PbBLIC
,
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Nollw1ai SeeI
MaI1t1a L Mlmlw, Notry P\.tt)
Ca/jslulb1l. ~C<xrcv
My C<lrrmssioti E.rcp/nls Sept 18, 1995
, Porr ~
IS,;(,)t/- /3
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
ItlffRIUHCf. lA)( DIVISIOH
VEPT. l6D601
HARfUSIUIf.tO, PA l11i!8-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT. ALLOWANCE ~R DISALLOWANCE
OF DEDUCHOHS AND ASSESSHENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-2f,-1998
LEAMY
03-13-1997
21 97-0455
CUM8ERLAND
101
l -A..~unt R..lt~~. J
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV :iS47-EX--AFii-fii'9:97riiii'ficE-"OF"YNHEifiTAiicE-'fAX"jiPPRAisEMEii'r," - ALl"owANcE"iili--- ___m_ - - -- - _..
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FRANCES S FILE NO. 21 97-0455 ACN 101
ROBERT G CHASE
RM 193 0224
PO BOX 7899
PHIL A
PA 19101
ESTATE OF LEAMY
TAX RETURN liAS, (X I ACCEPHD AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. M..I EatQta (Scheaule A)
2. Stoeks and Bonds (Sohedule B)
3. Clos.ly Held St~ok/P.rtn.rshlp Int.rGst (Sohedule C)
4. Hortg.ges/Not.s Recelvabl. (Schedule OJ
S. C..h/B.nk O.posits/Hlso. Personal Prop.rty (Schedule E)
6. Jointly Ottrntd Property (Sohedule f)
7. Transfars (Sch.dule G)
8. Total A51l.'~S
APPROV~D DEDUCTIONS AND EXEMPTIONS:
9. Fonaral Exp.ns../A~. Cants/Hisc. Exp.nA.. (Sch.dule H)
10. >>-bts/Hartgag. Liabiliti../Liens (Schedul. I)
U.. Tot.l Deductions
12. Net Value of Tax R.turn
13. Charitabl./GovernRent.l 8equestGJ Non-.lected 9113 Trust.
14. Net l.'elutl of Est.te Subject to T.x
If an assessment was issued previously. lines
reflect figures that include the total of ~
ASSESSMENT OF TAX:
1S. A.aunt cf Lio. 14 et Spousal rat. (IS)
16. A.ount of line 14 texabl. .t lineal/CI..s A rat. (16)
17. A.aunt of Line 14 taxable et Collateral/Cless Brat. (17)
18. Prinoipal rex Due
NOTE:
TAX CREDITS I
PAVHENT
DATE
02-20-=1998
06-15-1998
RECEIPT
NUHBER
--AA269771
AA296328
DISCOUNT C-)
INTEREST/PEN PAID C-I
.00
559.26-
(9)
IIO)
I CHAl'lGED
(1)
(21
(3)
(4)
CS)
C61
(71
.00
452.382.95
,00
.00
11.113,56
95 . 6 u.....n.
29.091. 62
(B)
)
C
*
55.971. 84
10.972.00
(11)
1I21
1I31
Cl4)
C Schodule J I
.00 X .00.
521,257,32 X .06.
.:.!Q.X.15.
IIBI
AI'IOUIlT PAID
30,000,00
1,834.70
IUV.li41'_ A" t".~n
FRANCES
S
DATE 08-24-1998
NOTE I To in sur. prop.r
oreclAt to your ItOcount,
.ubllit the uppe,' portion
of this for. with your
tax peYMnt.
588,201.16
I.h.Q4~ A4
521,257,32
.00
521 .2sT32
14. 15 and/or 16. 17 and 18 will
returns assessad to data.
,00
31,275,44
.00
31, 275.44
TOTAL TAX CRltiiIT~I'275'~4
BALANCE OF TAX DUE .00
- ~.- --
INTEREST AND PEN. 10.00
h_._.__ _ _
TOTAL DUE 10,00
- --..--.-
BALANCE OF UNPAID INTEREST/PENALTV AS OF 06-16-1998
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATIOH OF AODITIOHAL INTEREST,
( IF TOTAL DUE IS LESS THAN fl, NO PAVHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCRl. YOU HAV BE DUE
A REFUND, SEE REVERSE SIDE Of THIS FORH FOR INSTRl~TIOHS.1
I~er,
Re-
'98 IlIlli 24 p.;;;:oJ
"I"~'
u ~ r,
CUlnt
inl
RESF.RVAYJONI E.t.t.. of ~t. dyina on or before Deo.-bar 12, 1962 M~ If ~y future int.r..t in the ..tat. J, tranlflrred
in pa....~lon or eojo~t to Cl... a (collatarull beneflcl~rJ.. of thl o.c~nt after the Iwplretlon of ~y ..t.t. for
I1f. or for y..r., thl C~alth hereby IXPrsl.lv r...rv.. the right to 'Pprat,. and .....~ tran~f.r InherltlnCl lex..
.t ttMt IMlful Cltlu a (aoUaterall rate on MY euoh future Inhru1:,
p_OF
NOTICE I
PAVIEHTI
REFUND (tRl I
OBJECTIONSl
AOltIH
ISTRATlVE
CORRECTIONSl
DISCOUNTl
PENAlTYl
INTEREST 1
To fulfill the rlqu!r8Hnh of Section 2140 of tM lnhorltanclit Itnd Estllte hx Aot, Act 21 of 1995. (77. P.S.
s.oUon 9140),
Datech t~ top portion of this Hotlce Rnd su~tt with your p~y..nt to tha Register of Wills printed on the river.. .Ide.
-.Mak. check Of ItOMY ordflr pI!IYHbl", tOI REGX3TER OF' MILLS I AGEN't
A f'.fund of a ta)( <:rad.tt, which was not ra4uest.d on th9 Tax Roturn, 88Y bo l"equusted by cottpleUng 80 "AppllcllUon
for R.fund of P.,msylllllnia InharltatlCe and Estete Tax.' IREV~'313)' Applit:et!olls aro avallllble lit the OHJr.Cl
of the Register (lI" Willa, auy of the 23 R.II.nu. DIstrict Offices, or by oelling th~ special Z4-hour
enllNerJRiI ..rvlce nuMtors for Tor.s ordering:: In P9nlls...lvanla }-8110-362M2050, uuhld8 Pennlylvanla and
..Uhln 10(lnl liflrrllburg aro!!; (717) 787-809(1, TOOl (717) 7n~2252 Olo8ring hpuIred Only),
Any party In Inter.st not snthflfld with thlil apprahH4nt, alldw8nc<II or disallowance of doduotlons, or aUeslll8llt
of tax (lncludlnu dllcount or lntorosO 8!; shown on this Notioe Muot objoot within siKh (60) days of reoelpt of
this Notice bYI
--.,dUen protest to the PA Dapart...nt r-f RovellulI, Board of Appellis, Dept. 281021, Harrisburg, PA 17123-1021, OR
--el.oUIm to hftYIil the .ltUor dahr.lnod lit audit of tho account of the personal repruentRUlle, OR
--appeal to the Orphans' Court.
Fa<:tUftl errors discovered on this ar:;uH,lIl1nt should be addressed In writing tal flA Depllf't..nt of Revenlle,
aUr'ltli'HJ of Indillldual T8l10', ATTN: Post Assess.tent Review Unit, nllpt. 280601, Harrisburg, PA 17126-0601
Phone (717) 787-6505. Se0 page 5 of till! booklet "lnr!itructions for InhllrJtftnco Tex Return for ft Resident
Decedeot" (REV-ISOI) for l1n oxplanation of nd..Jnlstrflthmly correctable "rrorn.
If eny tnx due is pnld within thrllo en colendar Months aftor th(J decedent'" dIIoth. B fJV8 percent (5%) discount of
thu till( paJd is atllowed.
The 15% ta)l ~sty no...~paI'UoJpl'Jtion ponfllty h cOllputlld on th~ toHlI of tho tOlC nnd intllrnst 1IlI!lSlIssed, and not
paid b.fore J~larY 18, 1996, the firGt dl,y Bftor the ond of tho hlx a.flesh Pi!lrJod. lhh non-partldpatlon
penal ty is appealable III the SlIMe .ennor and in the the SMlD t i.1I par lad liS you would apP8ll1 the tlllC and interelt
that hn. baon as.ened fl:i lndlcutnd on thh noUce.
Interest Is charged beginning with first d.,y of delinquency, or nino If}) Slonths and 008 (I) day frow the dllt. of
death, to ttw uat&l of plIYllent. TOlC85 which beCMl8 delinquent bofore Jl'iOuury 1, 1982 bear Inter4\st at the rnh of
.hl (61:) percent p.r lWlfll. olllculflhlCl lit n d~l1y rfth~ of .000164. AI! tdlCes which beeHe delinquent 011 end aft,,.
Jllf\lJary 1, 1982 w.lll bear int.rut ot II nth which ~111 VOl'... frOll calendar year to calendar year with thlllt nt.
announced by the PA Dapart.ent of Revollu8. Tho appl iCllbhl intereld rutlo1s for 1982 through 1998 IIrCill
~ !ll!!!:.~.!.LB!.!! !!.illLl..!l!!r! 5 t f80tor :!!!r !nter8st Rate Dally InterQ5t Fnctor
1982 20% .000548 1987 9% .000247
19&3 161: .00043& 19MM1991 11% .000l01
.914 ll:~ .000301 1992 9% .000247
19&5 13% .000351. 19'n'1994 n .000192
1986 10~ .000214 1995-1998 9% .000247
~ ~ Intera. t is ceIcullthd .. follow...:
INTEREST' 8ALAlfCE OF TAX UNPAID X NII"8ER OF DAYS DELIRqUEtIT X DAILY INTEREST FACTOR
~-Any Notice blued IIfhr tM tax becOIIas r:lellnqu,mt wlll reflect an Interest calculation to flft..n OS} day.
beyond the date of the as&est.ent. If p".....nt is .OdD lIftllr ttw Jnter.st cOIIPutaUon ((nt. shown on the
Hotioe, lIdditicmal Jnterest ...st be cftloulate(L
'~l.ln3t.o 'Q ~.~ ."J"UT t.uclllppe 'e31.oN
~l uo iloMCK(1l t,IP UOnllndl103 l"",.ul ,~. "Illi' IJ*_ I' ."'IA.d U . .uau...... ,~\ '0 "IP I'n pUOA.q
Utp Ult) UHUU bl UGU',n!)tl!) ,..,1llUl UI '1)111101.1 nT'" ,u.obUl1'P ...o:t'q 1(" .~, "'UI ".nll' nnOH ~U'H
IlWlU ~13'3~HI ^11VO X ~N3nDNI130 S!VO JO I3SWnN X OlVdNn XU ~(j 3~NY1Y8 . ~S3H3~NI
t.,zooo' X. V6f)1-!i661
261000' '" .,66 t.. Utl
OlODO' X. '''1
tDtoOD' Y.1l 16111-"61
trrUoo' X6 ll6'
Jet\OI:l ,UJ,.uI AlIIO '\.~ \""'lul ,11l1~'"
I..W110, IU
i;lLZllOO'
'!iUOO'
IOiOOO'
lli'lOOO'
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P".'Il!)lIlO '1
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y.n
xu
>:91
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9iiil
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i:!Vill
.lO\I)8" ,""I,Ut AlleO l'Uti \I.J,\UI "ee",
11,111 V66t tjflnO,lIH ZU61 JO~ "'11.1 :)"JI,UI
"qlOT'ddv '~i ',....t..^.t1'o ,Ultlil,ludIO 'Id .In Aq PI:;lounouUU 1'11.1 \11\1\ IHl'" JalA JUPUIIIJO 0\ JaeA JUPUlfi'O
IOJi A.lI^ ,tTlM ~t.l14" _,1.1 . 'II \.IJI\Uf Juq 111'~ lV61 'I ';"lInuer JIUU .10 uo \u.ntlu".p ,,83li1q 4014'" ..KIt\ II.
'''''000' 'D 1\11.1 A1fIP II \U pllfllln:)lu:) .nuuu J.d lueOJ.d (%9) )('1 ~D tl,IIJ fl4\ '" ''',I,,~ul JllIq
Zt61 ~t A,.llt\Ullf' l"O,lq \uenbullI!1 Iiftl:Jlq Ij{llLfM 1.l<li 'lUMIAud ~o 118p '4\ 0\ '4\IlIP ~a '\IIP 14\ 110,1'
A.p (1) IUO pow 14\0011 (6) IUtU .10 I~Oi*lbUttlj.l .0 Aup ll.llJ 4\1" t1Ufuuf8.q P.OJ.lf:) I' \..J.\Ut
I !S~1iNt
'1't\OU 'Pll Ull P'\Il:l,PUI JIll p...nUl ue.q IIHI \lIl1'
l"J'~Ul put MII\ '4\ ,INeN PlOOfl noli u P01J.d Ml\ llIllS I~\ lllfl ul PUA! J.uun ..VI '\j\ lit lJlqlllndda st Iilfl!:Ulld
UUn'dl0t\.llld-UOU 'p.l,l 'POlJld Ii\'.wv MII\ I\.ll JO pt.Hl ~l JIUIl livp llJU '4\ 19661 '91 IiJvnuer IIJoJo.q Pllld
~ou pI.M ~p4Il"llII \.."II\Ul pug MII\ .4l '[1 t.,\Ol .4\ uo p"~);,,) IT A\lUUlld UOIlUd13t\.18d..UOU A\UUKO !lal 1.~1 Il\ll
lAi lYHld
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INI4M"lij '0 lUlII\JllaIO ~d IOl flut\1JII uT peJtflJppe flq Pll\04S \UeIlU8Uu ~1ln Lln p.J.r.O:lIIP 'iJOJJ8 pmpe:f
ISNOIJ.J3HHOJ
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11I0 fUOI-IUlI Ya 'DJnq'IJJaH 'Il018Z 'laIn IflGldtl, JO pJllog ...,UUltI 10 lllli_pIIO.a Yd I:'~I\ 0\ l,'J1I\o"al ueU1Jfl.-
l/l;q nOON 1'4\
.0 \tt'IHJ ~o llillfp (09) lipcpl ulll\t'" \3.rqn lillll 8tlHotj 114\ YO U1O.04~ 10 ClUJ'\UI .10 \uno:ltllP BUlpnltlUl} Mill 10
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l(llJ) QHn.:f3ti
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'S'd all '5661 to IZ \~Y '\OV Mill 8l"l'3 pUU .tlUl\'J'~I '4\ JO OI,lIZ UOI\o.S '0 .\U....Jlnb.J -4\ 111.tnf 01
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PAY'Offl IX: '1;.tHh ~top pod;~ of thh tkIt.lc~e WId 8UbtI1t with YoUr P.YMnt nQo p.Vlble
pr inted ~ th8 ro-er sieM.
to tht """ .00 8Iddr...
If RESIDE"'T OOCEDEHT ..e ohRk 01" IIOMY ordlir payable tOl REGISTER OF WILLS, AGENT.
If NOtlkRE'3IPEHT DECEDEHT Akll ctwlol... or .aMY orMr payoo1e tOl COHttONWl!ALTH OF PENNSVLVANIA.
~ (ClOI A r.fund of II t8x oredit, whJch ""I not reqUQltod on th$ Tax Return, allY be. requested by cQIIP1.t1rw" an
"AppH~tJon for Refund of Ponn.ylvan16 Inherihnoe end E.tnta TII~" (REV-B13)' Applioatlons ere av"Ullbl. .t
the OHlce of the Renhlter of Wills, any of the 23 R.venue Dhtrlot Offices or frOll the nepartl..nt'. Zit-hour
.,&wer1ng ..rvl08 Ill..tJerl for forlls ordering: .In Pennsylvania l-eoOw36?w2050, QUhidf\ pennsy1vmla
and Idthin local HarrlsbuYU 1'11'08 (717) 787-M94, TDD' ('717) 772'-2252 Oiaarlng Ia.palred only).
REPlV Tal
gu..tJon. regarding errors contBlined on this notioe should ba IIK'ldrened tOl PA DepartlMOt of RelJ8nu., klr..u
of Indlvldu&l T8x.s, ATTHl Post ASless.ant R.view UnJt, Dept. 280601, Harrisburg, PI. 17128-0601, phon8
(117) 767-6505.
DISCOUNT 1
If any tex dw II peid within threa (3) "aiandar aonths aftar the do-;:edant's do.th, It five percent ts:O dlscou",
of the tax paid is allowed.
PENALlY I
'he 15~ tax .-nesty non-partJclpation penalty i~ co.putad on the total of the tax and Jnterest a....sed, and not
paid btIfora January 18, 1996, "the Urst day after the end of thGJ tax unuty PflrJod.
INTERE$T I
Interw.t I, cherged beginnJng with first dflY of dellnquenci, or nine (9) .onths l!lOd ona (1) day frOll the da18 of
death, to the date of paYMlnt. Taxe' which bac... dolinqulnt beforo January 1, 1962 bear jnt.r~.t at thQ rate Of
SiK (6~) percent per annum calculated at ~ daily rat. of .000164. All taxa. whIch btIcaea dall~~t on 8f'ld .fter
January I, 1982 will baar JntlUre.t at a rat. whioh wH1 vary frOll l'labndar year to oalendar ye.r with that rate
liIlf'IflOlJOOed by 'the PA o.part..nt of Revenu.. The IlPfllJciabl. inter.st rates for 1982 thrOUGh 1998 arel
Voar lnt.rest Rat. Dally ]nt.r~st Faotor Vaal' IIlter.st Rate Dally Interest factor
1982 20:< .000~8 1987 91: .01.10241
1983 16i: .0004~ 1988"1991 11i: .000301
1914 11:< .000301 199Z 9X .000247
1985 13% .080356 1993-1994 n .000192
1916 101: .000274 1995-1998 9% .000241
--lntare.t is oeloul.t.d as folloWll
INTEREST . BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREBT FACTOR
uAny Notica JUlled aft.r the tal( booo.1tS dfilinquant will reflAct an Interest ctlloulaUnn to fJftean US) daYI
beyond the date (If the lIneUNnt. If pavaent is a$do efter the Jnterest ODIIPut8tJon date .hown 011 the
N<.tica. IKkIJtJonel intarllllt .Ullt ba oalculatlld.
COHHOtolWEAl TH OF PF.NNSVl VANIA
OEPARTHENT OF REVENUE
BUREAU OF INDIVIDUAL TAMES
OtPT. 280601
HARRIS8URO, PA l7IZ8-0uOI
.
I~; .. ;).), l} " I :s
INFORMATION NOTICE
AND
TAXPAYER RESPONSE
FILE
ACN
DATE
NO. 21 9700455
98105965
02-19-98
.1~.lhl U '" Il.tU
'i).)
..-l.)
'ii.
/.. I
'" ~ 'I",)
'L _
EST, OF FRANCES S LEAMY
5,S, NO, 206-32-4054
DATE OF DEATH 03-13-97
COUNTY CUMBERLAND
TYPE OF ACCOUNT
o SAVINGS
Ii.] CHECKING
o TRUST
o CERTIF ,
DANIEL R LEAMY
3001 LINCOLN ST
CAMP HILL
Clc
PA ~~h'
1\"
'r\
RE"IT PAV"ENT AND FGR"S TD'
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
PNC BANK hu provided the aepartllle"t wIth the Infor..atlon lI!ted b'lIow which has been uled In
calcUllIt!ng the po'entlal talC dUG. Their record. Indicate that at tho duth of the abovl declldent, YOU wire a joint ow"er/btneflchry of
this account. H you fe.1 this Infor.atlon Is Incorreot, ploau c~taln olr1ttlln cOI'rectlon fro. the financial In.tltutIon, attallh II COpy
to tt-oh for III and return It to thl abnve addr(lll. This aCllount II tfllCable In llCClOrdl'lnCI with the Inhllrltllnce lal( laws of lhll COlllllOnWIIl!llth
of Pennlylvanlo. QU"Uonl lIIay bl tlnawerud by calling nil) 78/'Ul:/.
COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS
Aooount No, 5140037166 D.tl 1l-01-65
Establish.d
Aooount hlano. 75,226,07
P.rolnt T...blo X 50,000
A.ount Subj.ct to TIX 37 ,613,04
Tox Rlt. X ,06
Pohntlol T.x Du. 2,256,78
PART TAXPAYER RESPONSE
[!J I FAILURI TO RI$PON~ WILL. RESULT IN AN OFPICIAL. TAX ASSBSSNENTBA$I!~ON THIS NOTICI
.,
To In,ure proper credit to your aMount, two
(on COplll1 of this noUc. lIutt lIcco.pany your
paylttnt to the RII911ter of Wl1ls. Heke check
payable to. ffF/eghtol' of Wills, A,,"nt".
NOTE: Ii ta~ pay.antl ara .ado wIthin thr~'
(3) ~onthl of the dac.dent's date of d~ath,
you may doduct a S~ dhollunt of the tll:'; duo,
Any Inher I hnca tax dUll will b'lIC:o.e delinquent
nln. (9) 1I0nths nftllr the date of death.
[CHECK ]
ONE
BLOCK
ONLY
c=J lhe abovlI Infor.atlon and taM dUI j~ correot.
1. You may choose to r.-it paYMent to the Register of 111111 with two copl.. of thl. notlc. to obtnln
8 dilcount or avoId interut, or you lIay ChClOk bOlC "4" Ilr,d return thh noUc. to the Ragllter of
Wills and an official 81!811111nt will b. lslund by the PA Cepart..nt of Revenue.
n. 0 Thll above uset hili bUll or will b. rlilportod and talol paid with the Pannsylvanlll Inh~r1t8nc. Tal( r.turn
to ba filed by the decedent's reprllsentatlv..
C. 0 The aboVlI InforMation 11; Incorreot and/or dllbh and deductlonl war. paid by You.
You .ust COMplete PART ~ and/or PART [!] below.
If you indIcat. I diff.rent t.x rlt., pl.... st.t. your
~.1.t1onship to dlc.d.nt:
OFFICIAL USE ONLY 0 AAF
PA nEPARTNENT OF REVENUE
PART
[3]
TAX RETURN - COHP~TATION
LINE 1, Dlt. E.t.b11Ih.d
2. Account O.l.nee
3. P.rcent r.x.bl.
4, A~ount Subject to Tax
S. DabtD and Deductions
6. A~ount Taxable
7. Tax Rat.
8. Tax Due
..
.,.
TAX ON J~INj/TnUeT A:COU~TS
PART
[!]
DATE
DEBTS AND DEDUCTIONS
rAn
I
2
3
4.
5
6
7
8
CLAIMED
---
1
2
3 X
4
5
6
7 X
6
--
.
-
PAID
PAYEE
DESCRIPTION
AMOUNT PAID
=~ t
TOTAL IEnhr on Lin. S of Tax ConpuhHon) .
Under p.nalti.. of perjury, I d.clara th.t the
O~lltl,to th~ p'"~f ~y ~no. Wl.de...nd b.lief.
,tJa/Vl..'_' '-- c4'Clc~".L. C;:L
""'TmAVER SIGNATURE .t;--r;r~
f.et. I have raport.d .bo~. are true, corr.ct
HJ1_ME----.lJ17 ) n]_lLl '
WORK ("717) 73'7/L,J"l-
TELEPHONE llUMBER
Ind
}. ~{;:N
D r
GENERAL INFORMATION
1. FAILURE TO RESPOND WILL RESULT IN AN OfFICIAL T"~ ASSESSHEHT 10Ilth RJlpllcltbh Int.rut bllud on Infal,..Unn
subMltt,," by the flnMelll1 Institution.
2. tnt..rltoMII tall 111(':0"''' delJnquent nln. Month'J /'lflllr thlll thH:.dlilnt', clfttlil (If d'''lth,
.\. A Joint tlClCount II \l'uo;ftbh llilln though Hlh rlltclIdunt'll nallle Wltll ftddlld IU " IllItHer 01 cnnvllnl.ncll,
4. Accounts (1IIcludll\g thollll fIeld h.hlelln huthltnd tlnd wlf") which th\l (lllC8dllnt put In joint nll..1I within one y.IiIT prior to
dnth IUf! fully tIIIl(flhl" 81 trr.nllnrl.
!to Accounts utobl!shlld jolntlv nllhlllllm tlUlbllnd I'In(1 Iol\f. ",Of' thnn one vur prior to duth nr. nGt tllClbh,
6. Aocounh held hY 1'1 dllclIl'lent "In tnllt fM" anoth.r or othllrl Mil hl>C:8bl. h.lly.
REPORTING INSTRUCTIONS - PART
1
- TAXPAVER RESPONSE
1. BLOCK" If tM lnforlllfttio'\ Alld cOlllPutatlor> In the noticll fire cornu::t find d.ductlons I!Ir. not being ohl..d, phoe In ")I"
In block "A" of Po!IIrt I of the "TnxpftYllr Rntpon!lll" !ulctlhn. Sill" two copl.1 and lublllit th... with yO\1r ohlck for the alllount of
tax to the Raglster of Willi of thY c~unty Indlco!llted. Th. PA DQpart~ent of Revenue wlli I..ue an offlolal ..I.....nt
(For. REV-l!.i48 ElO upon recwlpt of the rehfrn frolll thlll Ragishr of Willi.
2. BLOCK B ~ If ttle ftllut speclflnl.l 01'1 this notlci8 hIlS heen or wIll bo reported and tal( paid with the Pennlylvtmla InherltancI
Tllx Return flled by the decltd8nt's rlllPruenhtivlI, pl8ce an "X" In block "8" of Part I of the "Taxpayer R..ponu" sootlon, Sign on.
COpy and retu!'n to the ftA DGPftrtllllnt of R.vunuo, Buruu of Individual T8l<u, Dtpt 280601, HftlTI.burll, PA li'1Za-0601 In thl
.n....lop. provided.
3. BLOCK C _ If the notica Inforlllfltlon II lne;orr.ct and/or deductlonl lire being clalned, check block "e" 8nd co.pht", Parh 2 IInd 3
ae,:,:,::!J"{i tC' '::,,~ l..d~lIrtlnn~ h<llnc,. ~1'ilT' tlojC' ~ool~!l IIncl submit thqlll with yn\w l':h.u:k fot' th.. n.-OImt o~ t~1I o8YPltlle to the R'911~.r
of Willi of the Qounty Indltahd. Th9 PA OeplllrtllAnt of R.venu. will luue an official auolISunt (Forti REV-1548 EIO uporl nCllpt
of the return froM the RegIster of Willi.
TAX RETURN - PART
2
- TAX COMPUTATION
UNE
1. Entflr
NOTE;
thCl d&t8 the 8f;count orl111n!llly Will utabl1shed or titled In thll lI!1nr111r IIKls\lnll at date of dllDth.
Far- a declld.nt dYlno after lZl1U821 Accounts which thll dllclldent put In jrdnt naus wlttlIn one (1) year of dlllth are
hll(abh fulb as tranllfllrs. tlo\olevllr, ther-ll Is I':In eKeluslon not to oxcucJ $1,000 ?or tranllhrllO regardh.. af the vlllI~ of
the account or the numb.r of accounts h~lld.
If 8 double fllterlsk (MM) appnrs bGforo your first nalll. In th~ addrllllSs portion of this noUeD, the &3,000 eKoluolon
elre&dy hal linn dilductlad frail the IIccount balllnce as roporhld h:.' ttlll flnanIJl&I institution.
~. Enter the tot81 bahnr.e nf the ftccount IncludIng Intllr05t fHlCrul1d to the doh of doath.
3, The percllnt of the 8ccount th8t is taKllbI" for Metl survl...or 15 cllltllnllnud 8S follows:
A, The percent taxable for joint asr.ets ltltabllshAd More than on. yoar prior to the dllcodent's deathl
DIVIDED SV TOTAL NUM8ER Of
JOHIT OWNERS
El<alllpie: A joInt ftsut rllylstQrI"!
lII\.'1UED iW TOTAL NUH8ER OF X lCO .. PEnCENT TAXABLE
SURVIVING JOIN'r OWNERS
In thQ liltllll of tho docedent i:lNi tWQ other persons.
1 DIVInED BV 3 (JOINT OWNF.RS) DIVIDED BY 2 (SURVIVORS) .. .167 X 100 . 16.7'- (TAXABLE FOR EACH SURVIVDR)
B. Th. p.rcent hKsblft for !lInts crltated wlthln onli ytl~r of the decedent's death or !lCCount' owned by the deo.d..nt but held
in trl.lst for another Indhddut\l( s) (trust benef Ichlr1ul:
1 DIVIDED BV TOTAL NUMBER OF SURVIVING JOINT
OWNERS OR TRUST BENEFICIARIES
100 . PERCENT ThXABLE
EXII.pla: Joint ,CCOltnt t'eglst;lrIad
the decadent.
1 DIVIDED BV 2 (SURVIVORS) .. .SO
in the n8111. of the cliilcedent 8nd two other person. and established within one ylar of dnth by
X 100
sol. (TAXABLE FOR EACH SURVIVOR)
4. The aMount ,ubjact to t8l( ClIne 4) is dllterllllned by multiplyIng the I'Iccount balllnclI Cllne Z) by thl perc.nt tal<tlIble (11n. 3),
1Ij. Enter the totlll of the dl1bts tlnd deductions listed In P8rt 3.
6, Th8 aMount tal<able (lJrle 6) ls datendnlld by subtrllctlno thll dllbts and ded>.JCJtlonll (une :.J tfOIll t/IW 81ljOunt subJe~c to tax dine..).
7. Enter the appropr1l1te tIlK rute (lIne 7j III dat41r.llnl\ld nelo".
A. For datel of da8th occurring aftor 6/30/94, tho tnK rates for transf.r. to SPOUSIII IIr& as folloWl1
1. Dd.. of death on or aHu 1I1/CJ4 IIn1 bafor" 11l/9S the rate \s 3{.,
2. Dlltn of dellth on M 8ltar 1/1/9S trflnsfarl to SPUUIIU will be tllxGd at 0% t8x rllte.
Not.: For datu of duth prior to 711/94 trzmlfGrlS to spOUSU are tltKablll at 6%.
!. Transfers to Ilnnl d41Ctlndantl inclUding fllthflr, Moth.r, son, dl\ughtor, lIrandchlldrlln, san-In-Iaw,
daughter-in-law, stepchild and their Insue 8re t8Xllbl. 8t sill pl1rcont (6%).
C, Tranlfer. to ~ll others Includinll brother, slst.r, unclu, aunt, naphaw end nlllc~ are t8xablll 8t flfte.n percllnt (15%).
D. If you changll thl) talC rate, plene specifY your rOlutlonllhlpto the declldent In the Brea pro...lded.
8. The a.ount of tzll'( due (line 8) is dehr.lned by lIIult.!p}l,linll thll alllount tzlxrlbllt (l1ne 6) by the tux rt!h (~ln. 7).
CLAIMED DEDUCTIONS - PART
3
DEBTS AND DEDUCTIONS CLAIMED
Allowable debts and d.ductJo!ls are dllltorlllln.d as f(ll1o"'ll
A, You legallY lire responsible for paYllent, ar the utate sUbject to ad.lnlltratJon by a pllrlonfll r.pr'eslfntati..,a 11 Inllufflclent
to pay the deductible it~M5,
B. You actualh paid \t1. d.bts 8fhr d"8th 01 the decedent and can furnlllh proof of plI'iunt.
C. Debt. belnA claiMed IIIUllt be Ue.Ized fully In Pad 3. If rlcldltlonal SPltce 11 nOlidod, use plain paper 8 117." K 11". Proof of
pay..nt lIay be fequuted tly the, PA Veparbent of Ail..,.nulll.
,~... " ]
TAXPAYER ASSISTANCE .
Ii' YOU NEED FURTHER INFORHATtON Of,! ASSISTANCE, CONTACT ANV . ... .....
REGISTER OF WILLS. PA DEPARTMENT OF REIIENUE DISTRICT OFFICE
OR CALL THE BUREAU OF INDIVIDUAL TAXES, TAXPAVER INQUIRV UNIT IN
"""SlUR' AT (717) ,,, ."" TO" (j(71 ",."" '"''''~~".,''',,::
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r'YIr" III",
.. MMe, oheck or HMV or.r p.v"l. tOI ReOIITEJIl Of' WIUI, AGENf,
RC!:FUHD (CA)1 A refund of D t'l( or.cHt, which .... not r'l4U4l.t" on U~ tlM r.turn, ..v be r..,.,ted bV OMP1.tI", en "_Untl'"
for R,fund of P.nnlvhanll lntt.rltlnC' end f.,tltl T'M" (RfW'UU). Attflllo.t1onl "I IYIU.II .t thl Offlfle l'If
tM R'II.ter of Wllh, InV of th. IS R.VGnlie Ol,triot Offlc.. Dr bV all11n8 ttt. 1f*)111 Z"-hOUr ."....'1"" ..rY!a1
~r, for for.. orderlnt1 In Penn,vlvlnl, 1.....16Z.Z0iO, aut.ld. Penn.vlvenll Ind wlt~ln 10011
HerritbUrg er.. (7171 787-IOlM, TDtI' (1\71 77l-l252 (H..rlng JIIP.lrM OnlY),
OBJECTIONS I Anv p.rtv In Intlr'.t not ..thfl~ ..lth tM ...r.h.....'. .Uonnoe Dr dh,l1o"lncll of deduotllH11 or ........nt
0," te>< (lnoludina dhoount or Int.r..t> II .hown on thh Hntle. ..v obhct ..Ithl" .hetv (60) dlVI of ,eollpt of
thlt Notte. bYI
....ritten prote.t to thl PA Oeplrt..."t of A.v.,.,.. aolrd of Apptl'lh. Dept. ZIIOZl, HIr,hbur., PA l1UI~lUl, Ollt
...IIOUnl to h..... thl .~ttlf' det.r.lnM at thl audit of th, lCloount of the PI"oo.1 r.r..entatlv., OR
ulPftl.1 to the Orphen.' Court
ADMIN-
ISTRATIVE
CORRECTI~ I
DISCQUllTt
PENAL TV I
INTEREST I
F~atUlI .rror. dl.cov.red on thl. a......."t .hould be 8ddr"'~ In writing tOI PA o.p.rt.-nt of R.venue,
lur..u of IndlvJdu.l Tax.., ATTNI Po.t A......."t Rlvll.. Unit, DEIIT. 1.10601, Iltrrhburll, PA 17121~060l
~ (717) 717-6505. SM PlI8I 5 af thl bookllt "In.tructlon. for Inhol'lttnCl. TalC R.turn for I R..l_t
Dee..,t" (REY-150lJ for en II(PllW'1.tlDO of adIIlnbtretlv.tv corrKtrb~. trror..
If en~ t.1C due I. peld ..I thin thrM (1) calenn.r eonth. .ftl,. thl dec~t'. dalth, . flv. percent (5X)
dhClount of the tlX plld it allowH.
ThI IS;': t.~ .-n..t~ non-Plrtlclp.tlon penalty I. c~ted DO thl totll of thl tlM end Intlrl.t ........, ~ not
p.ld blfar. January lD, 1996, the flf'lt d.~ aft.r tM end of the tlX MM.t)' ".rlocl. Thh non-p.rtlolPltlon
DIMity It app..hlbh In thl 8-. IttWlNr and In the thll .Ute t 1M per lad .. YOU ~ld .....1 the tlllC Ind Inter..t
thet hat ~ .....'Id a. Jndlcated ~ thl. notlc~.
lnt.r..t 11 chIr~ bQlnnlng w1th flr.t dey of cMlInqo.nc~, or nll"ll (9) IKHlth. and one (1) deV
frOll the deb of de,th, tlJ thl date of Plywrnt. T.x.. which Mclllllll delinquent tMIfof'l J.wery 1, nil:
bI.r lnter..t at the rat. of .b (6;() JMlrclIlt P41r ~ calr.ulatld at a dlIlh rat. of .000164.
All t.lC.. which bMMI delinquent: on or flftlr J8f'M....ry 1. 198Z will bear Intttr..t flt . rltl "'Ich N111 VIr)' frOli
CIIlNlder v..r to calitMlr ~'Ilr with tMt rate ~.d b~ the PA D~lrt.."t of A.vlf'll.M, The .,.UClbl.
Int.,...t rat.. for 1912 throUQlh 1998 are:
Va.r Int"..t Ratl' OIUy Int"..t Factor V.ar Int",..t R.t. O.llv Int.rlllt f'actor
--
1912 ZO:< .000541 1917 '" .0002..7
1'" 16:< .oooue 1911-1991 11;( .000501
1'" 11;( .000101 I'" '" .000247
1985 13" .0OOlS6 1995-1994 '" .000192
1'''' 10;': .OOl)Z74 1995-1998 '" .000247
--'lntlr..t II eal'ul.tld .. follow'l
INTEREST a BALANCE OF TAX UNPAIO X NUHBER OF OAYS OELINQUEHT X OAILY INTEREST FACTOR
-"Any Mallia. I"ued .fter the ttM bNOM' delinquent Idll f'lfleet 11IM tnt.,..t e.1c~l.tlon to flftNn (11) _VI
bevond thot dIIt. of the ......MOt. 1f p.~t It IIIdt .ft" the Int,,"t cOIIfMltaUon d.t. shoNn on thl;
Motlo., ~ltl~1 Intlr.st .u.t be a.laul.ttd.
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.(
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.{ I II .' (~/)
COMMONWEAL 1'M OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAl. TAK~S
IfrrlHfP.nAHCE TAX OIVISIOM
OF.PT. i!'80601
HAH'UUURQ, fI' 1'flU"06DI
NOTICE Of INH~RITANC~ TA~
APPRAISEHENT, ALLOWANCE OR DmALLOWANCf.
OF D~DUCTllINS AND ASSESSHENT Of TAK
DATE
ESTATE OF
DA TE OF DEATH
FILE NUMBER
COUNTY
ACN
08"7.4"1998
LEAMY
03"13-1997
21 97"0455
CUMBERLAND
101
MAK~ CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE _ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iIEV=is'4i-i:if-AFP""[o'F9';-j-NoYicniFi:NHEifii';.jfcE-YA'x-APPRA-isEifEN'r,--AL.rciiii\N-ciriiR"---.---..-------.,-
DISAUOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
FRANCES S FILE NO. 21 97"0455 ACN 101
',',1
j .'
,
ROBERT G dHASE
RM 193 02l'l
PO BOX 78~~
PHILA '.>i
,.-J
PA 19101
"
t:c
[":J
p,
-- ~..
~:;
,..)u
ESTATE OF
LEAMY
TAK RETURN WAS: (X) ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real E.t.t. (Schedulo A)
2. Stook. .nd Bonds (Sch.dul. 8)
:5, Clos.ly Held stook/P.rtner'snip Inter.tot (Scn.dul. C)
4. Hortg.gos/Notes Reo.iv.ble ISQhodule D)
5. C.sh/B.r-.k Dopos1 ts/Hi.c. ".rsonal P,'operty (Schedule f)
6. Jointly Owned Property (Schedule f)
7. Tr.ns~er. (Sohedu~e Q)
8. Totd Au.t..
11)_
12)
(31
14)
(5)
(6)
(7)
[--
AMOlJOt Rall1tt.d
) CHANGED
,00
452.382,95
,00
,00
11.113,56
95,613.03
29 , 091. 62
(8)
APPROVED DEDUCTIOMS AND EXEMPTIONS:
9. Fu~r.l EK~n'.$/A~. Costs/Hilc. Expen..s ISohedul. H)
16. D.bts/Hort".Be Liabilities/Uens (Soh.dule I)
11. Tot.l DaducUons
12. N.t V.lu. of Tla)( R.tUl~n
13. Ch.r1t.bla/GoYar~ant.l Baquests; Non..l.ct.d 9113 Trust. (Schedule J)
14. Net Value of Estat. Subject to T.)(
(9)
(10)
55,971.84
10,972,00
(11)
(12)
(13)
(14)
*'
"~.IUl II "1 1""'1
FRANCES
S
l
DATE 08-24-1998
NOTE: To in~ur. prop.r
cr.dit to your acoount,
lub..U the upper perUon
of thil fo,... with your
ta)( paYMnt.
588,201.16
66.94::\ 84
521.257.32
.00
521.257.32
If an assessment WeS issued previously, lines 14, lS and/or 16, 17 and 18 will
reflect figures that include the total of ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 .t Spousel r.t. (15)
16. A.ount of Lio. 14 taKabl. .t lin..l/Cl..s A rat. (16)
17. A.aunt of Line 14 taKabl. at Coll.t.r.l/CI.... 8 rat. (17)
lB. Principal 'ra)( Due
NOTE:
TAX CREDITS:
PAYHENT
DATE
02-2U.-1998
06-15-1998
RECEIPT
NUHBER
AA269771
AA296328
DISCOUNT (.)
INTEREST/PEN PAID (-)
.00
559,26-
.00
521,257,32
.00
x .00. .00
X .06.- 31,275,44
X .15. .00
(161 31.275.44
AHOUNT PAID
30,000.00
1,834.70
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-16-1998 TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
. If PAID AFTER DATE INDICATED. SEE REVERSE
fOR CALCULATION OF ADDITIONAL INTEREST,
31,275.44
,00
10.00
10.00
If TOTAL DUE IS LESS TlIAN $1, NO ~AYHENT IS REqUIRED,
If TOTAL. DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE
A REFUND, 5<E REV<RSE SIDE OF THIS fORH fOR INSTRUCTIONS. I
..,-,J-_#.'V< .....,. -., '_.00. --....'
.
..'"
~"?~'\)\r. .,}'
-, .-
@
Mellon Bank
~
I'D II!):": 'Ii'll)!!
1'11I1.'\1l1':I.I'III:\ 1'/\ 11I101.7!ol~jll
o
1!}il
.i;!
..
iifJ,/-97 - C-/6''S
, ' _/c"iLIP/&j""J
/. It, 'dL' "'I,.:.
,'- ..,'. . v- '-='f~'~"l j\'
((E,', 0 1'9 6 H,"~ t,_, :; 0 2 95 :'
,- ;".:ctmJJ - . ...:,r
. F'B .
M!Yl!A ff
1026996 U.8, POtTAQe :
1_'
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Q:"
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('a:'
I'
REG1STER OF WILLS
OUMBe~LAND COUNTY COURTHOUSE
1 COURTHOUSE SQUARE
CARLISj,EPA 17013-~387
rlJ
i'?
;,., ,~.;. ,
~I.'~
u(j
, I, ,,11111,1 ii", ", II ,,1111 \ II \" II" \ 1,1,,1,111 ~ 1"'" III , ,\ II
\1i'.1\~';~;S~~ <:>~
u_ .....______~
\,
,.
\
.....
COMMONWEAI.TH OF PeNNSYLVANIA }
COUNTY OF GlJ.Mi~ND t """/1< I,'r.' _
u: A/c# 3l2~68N
....---.---.--------
j k' Assistal1t Vice President of Mellon Bank N.A.
Laura J. Wozn.s 1, .
b.in9 duly,_~l:!orn
~~te Lito
accordin9 to law, d.pOIOI and ,ayi that sh~ is AdministratoF
of the e.tata of Franc is S. Leamy
lat. of ---- , Cumb.rland County, Pa., d.c....d and that the
within I. an Inv.ntory mad. by Laura J. Wozniski, ~t. Vice P~fl~.' ..id Adm Pendente Li t.e
of the .ntlr. ..tit. of ..Id deced.nt, con.i.tin9 of all the p.rsonal proplny and ,..I ..tat., exc.pt ,..I ..ht. outslcll
the Commonw..lth of P."n.ylvania, and that th. ligures oppo.itl each Item 01 the Inventory "p"..nt it's f.ir v.lu.
.. 0/ the d,1o of d.c.d.nt'. d..lh.
(~-,..-I; ~ )-Hrf}"[ ;i,- .j
Ind .ub.crlb.d b.for. m.,
By
'''/ljELLON BA~K, N.A:'). / /, J .
2 '-, I. ;:1/'/
,r" " "!.f"" J-'C - ._-).Lot V- ') fLI/C,- ,,"
E".lutor : AJ_",I~h"d.' Pendente Lite
,F' ,"
19 ?cr
lancaster, Lancaster County
My Oommission r~piras Jan. 6. 2000
Menlocr, Ponnsy1v,-:nl,lllc;gOGlill:o (:! 1!0.':'"
-
Acid,...
-----
Date 0/ D..th
13th
O'Y
March
Month
1997
Vu,
INSTRUCTIONS
I. An Inv.ntory mu.t b. IIlld within thr.. month. after Ippointm.nt of p.rlon.1 r.pr...nhtly..
2. A .uppl.ment Inventory .mu.t b. Iliad within thirty d.y. of dilcov.ry 0/ addition.1 IIIIIs.
3. Adclltlonal .h..ts mlY b. at"chld as to p.rsonalty or r..lty
4, S.e Artlcl. IV, Fiducilrl.. Act 0/1949.
. .
8 -d
Lll Ul e
Lll >- < II
., e
I ~ ... ... u
0 VI .. ..
0 ~ Ul w Q '" >-
0 i!: <r: .. ..
I ... ..J ~ , ... E
..
f'- LL ..J ~ ... 0
'" L1J 0 <( >. :l:
'" ;:.. Z <r: - <(
H ~ 0 Q ..
~
VI ~ ~
0 fli
z ....
... "'0
..
e.
... -z::
0 ..
..0 "'0 ..w
.. e
- .! 0
e ~ 0
..J 0 u: ...
10.31;(
aUREAU OF INDIVIDUAL TAKES
JNHERITAHCf TAlC DIVISION
DCPT. ?80601
H4RRIS~URO, PA 17118~0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
I
'..-"
*'
tl'l'.IUlIlA" (II-'ll
DANIEL R LEAHY
3001 LINCOLN ST
CAMP NIL L
::
DATE
I!STATE OF
DATE OF DEATH
FI LE NUMBER
COUNTY
ACN
02-16-1999
LEAMY
03-13-1997
21 97-0455
CUMBERLAND
98105965
r---A""""_~~tted- -l
CHECK PAYABLE AND REMIT PAYMENT
FRANCES
S
PA 171111
CLI,
MAKE
TOI
REGISTER or WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
HOTEl To lnaure prGPtir credit to your ~Oount, aublllt the I,Ippttr portion I)f this fo,.. wlth your t.x p_YII_nt.
CUT ALONO THIS LINE ~ RETAIN LOWER PORTlON FOil YOUR RECORDS ....
iiEv:ii.'iij-iif-"Fjo--i'Oy:m-------iiiiii-iiiiiiiixTAiii:'n:iif - s'i:J(TEMifliy-ii"-i,ifciiuiiT...-.-Jiii-------------..- - -----
ESTATE OF LEAHY FRANCES S FILE NO.21 97-0455 ACN 98105965 DATE 02-16-1999
- - -
THIS STATENENr IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NANED ESTATE. SHOWN aELOM
IS A SUllllARV OF THE PRINCIPAL TAK DUE. APPLICATION OF ALL PAVltENTS, THE CURRENT BALAttr.E, AHD, IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 01-27-1999
PRI NCIPAl TAX DUE, .___________________..______0._..._._.._
.00
PAYMENTS (TAX CREDITS) ,
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-25-1998 AA269788 .00 2,256.78
04-21-1998 AA269988 .00 41.25
01-29-1999 REFUND .00 2,298.03-
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
.00
.00
.00
. IF PAID AFTER THIS DATE. SEE REVERSE
SIDE FOR CALCULATIOH Of ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1,
HO PAYNENT IS REQUIRED,
IF TDTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YDU HAV aE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS, I
'rOTAL DUE
.00
!c.- 111/. ,,)J i(
/.)' "
BUREAU OF INDIVIDUAL TAMES
IH~lTANCE TAl( DIVISION
DEPT. Z80LOl
HARRISBURQ, PA 1112ft~0601
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REV~NUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
(1-
*
UHU11l"'ltl.t/l
ROBERT a CHASE
RM 193 0224
PO BOX 78\19
PHILA PA 19101
DATE 09-26-1998
ESTATE OF lEAMY FRANCES S
DATE OF DEATH 03-13-1997
FILE NUMBER 21 97 - 0455
COUNTV CUMBERLAND
ACN 101
[- _~~~~rR..It!.:::J
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER ~F WIllS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
HOTf: To inlur. proper oredJt to your account, subMit in. upper portion of this forn with your i.x p.y..ni.
CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR VOUR RECORDS -4
REV: il.'ii'-EiCAj:j>- - fo'3"=97r-----..iii; -iNiiEiiifANC'E- -T;.iC'STAT EHENT - OF- ;.c-coiiiii - - ..-...--- --------- --- -.. - - --
ESTATE OF lEAMV FRANCES S FILE NO. 21 97-0455 ACN 101 DATE 09-28-1998
TNIS STATEHfNT IS PROVIDED TO ADVISE OF THE CURRENT ST~TUS OF THE SfATED ACH IN THE NAHED ESTATE, SHOI/M BHOlI
IS A SUHI1ARY OF TIlE PRINCIPAL TA~ DUE, APPLICATICIN OF ALL PAYHENTS. THE CURRENT BALANCE, AND. IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF lAST ASSESSMENT OR RECORD ADJUSTMENT, 08-17-1990
PRINCIPAL TAX DUE, 31.275.44
PAYMENTS (TAX CREDITS),
PAVMENT RECEIPT DISCOllNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
02-20-1998 AA269771 .00 30,000.00
06-15-1998 AA296328 559.26- 1,834.70
09-01-1998 AA296617 10.00- 10.00
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
. IF PAID AFTER TNIS DATE. SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST,
I IF TOTAL DUE IS LESS THAN '1.
HO PAYHEHT IS REquIRED.
IF TOTAL DUE IS REFLECTED AS ^ "CREDIT" (CR),
YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS, )
TOTAL DUE
31,275.44
.00
.00
,00
I
PAVltEIlT,
b1it.ch the top portion of thh Notioe Ind .ubIIlt w.lth yourpay..nt ..de payable 'to the nM8 BOd addr...
printed on ttw reYer.. .i..
If RESIDENT DECEDENT _..ohtlok or .ooey ortier Plllyabll tOI REQISTEM OF WIllS, AGENT.
If NOHwRESIDENT DECEDENT .M" oheck or .oney order payable tOl COHHONWEALTH OF PENNSYLVANIA.
REFUND (CA)1 It refund of . tal< oritdlt, which Nft. not r.qutllted on the Tax Return, a.y be requested by oOllpleUng: an
"'AppllaaUon for Refund of PMnlylvanl. Inheritanoe and E,t.te Tax" (Rl;V-1313L ApplJollt!onl ar. av.Uable at
tht Offioe of tm. Register of Willi, ony of thtt 23 Revenue nhtrJct off.lou 0'" frOlll the Dep.rtiMnt'& 24"hour
an....r1na ..rvloe nuabers for for.s oroorinlJl In Pennsylvanilll 1-800-362-2050, outside Pooo,.,.lv.ula
end within looal Harrllburg ar.. (717) 787-8094, TDOI (717) 772-2252 (H..ring J~.ir.d only),
REPLY TOI QuA.tlonl regarding errors contained on this notico .hould be addressed tal PA O.partwent of Ravanwe, Buraeu
of Indlvlduul TlxaA, ATTNI Post As..s...nt RGvi.w Unit, Dapt, l8060l, HarriSburg, PA 17128-0601, phone
0'17) 787-6505.
DISCOUNT I
If any t81< due 11 pllid within thr.e (;5> (ll'llandar "onths aftor the deeallant'. daath, & flve percent (5;() dhooUllt
of the tal< paid il alluwed.
PENALTY I
Tha 15% tal< .-neaty non-partioipatlon penalty I. nGaputed on tha total of th~ tax and Int.rest.......d, and OQt
Plllld lKIfor. Janullry 18, 199ft, ihe fir.t dllY aUar the end of the tax ..na.tl/' periOd.
INTEREST:
Inter..t la ch.r~d baglnnlng wlih first day of delinquency, or nine (9) .ont~s and Dna (1) dllY fro. the data of
death, to th4ll duh of p8lf1l8nt. Taxfl;s which hao..e dtlllnquant bafore Jllnuary 1, 1982 baar Intere.t .t the rat. of
alx (6~) percent per annu. oalculat.d at 8 dally rate of .000164. All t~x.s ~Ich bdo..o dalInquent on and after
January 1, 1982.,111 bear In18r85t at 8 I'lIte which will vary fro. o8hmdar y..r to oalendl!ir l/ear with that rate
amounced by the PA Depart.8nt of ffav.nUG. Th8 IIpplicable int.rut rates for- 1982 through 1998 erGI
Vear ~nter8at Ratu Dolll/ Interest faotor
V81.tr
Intere.t Rata
Dally Inter8st Factor
1982 20X .000548 1967 9% .0002:47
1963 16% .000,*36 1986-1991 11% .000301
1984 11Y. .000301 1992 9% .000247
1985 13X .000;\56 1993-1994 7% .000192
19.. 10% .000274 1995-1998 9% .000247
nlnt.r..t hi ouloull!lted ., follows:
INTEREST = BALANCE OF TAX UNPAID X NUNDER OF DAYS DELINQUENT X DAII.Y INTEREST FACTOR
--Any Notice 1.lued flft8r the tOl( heCOll8S delinqu"nt wJII r8fl8ot an Jnt.r..t calaul.tIon to flft..n (IS) daYll
bel/ond the data of the t1sun..nt. If pay..nt Is .ade after the JntllrQlt coltPutaUon dat8 .hown on the
fr+Qt101l, MjdJtJonal illtur8flt .ust be c81culateu.