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Home My WebLink About97-00515 it "',"'" "', "" Thi~ i.. !tI u'llif\' 111i'.1 tll(' illltJlIll,lIilll\ ht'IT giVt,tl i~ tlJIlUtl)' {Ollil'd 11l1I11 ,Ill (ll1l',in.d (l'llili,.lll' III th'atl\ du!)' i1lrd willi 111(' ;l~ lo(,d Itq~i'>llaL Thl' original u'llilll,t1l' willl'l' illl\\',lIdt'd 10 dll' ~\'ll(' ViLd I~t'( ()!d~ l )Ilhr lell" pl'llll;lIH'llt ll!illg. WARNING: It 181110gal to duplicate this copy hy photostat or photograph. h'(' tlH this It'l'dtll'i\fe'. $LOO ~,,~'u~t.u.~~ 11l{',al ]{cghlr<lr 4260097 ,JUN ~, 1997 ,---_._-~~~ No, D.lll' Hlotl'-t"""' COMMONWaALTH 0' P!NHSnv~NIA' DEPARTM!NT OP HI~LTH' VITAL AECOADI CERTIFICATE OF DEATH "' '", ".. ('onll,l_~_1 . ,. . , ......, " -. ,,~ 9J.. !"IT" " IWt'ilJHWMIl I'\LHC:UIII'VNI,/~Ill\ . v .... , ,~. o. 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II ' " I' I 1'..'1 ."..'.'.... 'I.. I. '..' ""'1 '..'.. . '.1.".' , :~ !Il i"i: ilit! Iii ;: 1 i: II! t: I 1.1!; 'I'I" ! :':1 ,I;i I'll' iil I i:'\1 I Ii, illli:,: ,!.' :' ji : :1,:1: Iii Ii 1.,'11111'..1':: 1,.11.1'.'., i i:,I,'1 ' , 11'1 ii' I I: I': I II, . . 1'1 ,,, i',' I' II"[!"I " I' , " I" Ii'" · .... 'Ii: 'I' ,1,1 "" ",:, ':: I ! I, , '! I I I)' I' i ! , r:' I i' ., ,II J./- (F(' 7'1 65/5 , ' .,..__ .... ,.. ," " T', ,~ ~ LBB:crm 1/24/84 (Revised 1/31/84 ckf) 1 & 4 ~ '. LAST WILL AND TESTAMENT I, FLORENCE E. REDDIE, of Havertown, Delaware County, Pennsylvania, make this as and .for my Last. Vlill and Testament, hereby revoking any and all 1~i11s by me at any time heretofore made. FIRST: I direct the payment out of my estate of the expenses of my illness and funeral. SECOND: I give and bequeath my tangible personal property, including clothes, jewelry, personal effects and household furniture, to my husband, ROBERT A. REDDIE, if he survives mel otherwise I give and bequeath the same to my niece, MAE EI,LIOTT MARTIN, with the request, but without intending by such request to impose any legal obligation on her, or to create any trust or equity in favor of any other person, that she shall distribute them in accordance with a memorandum which I shall leave for that purpose, and which memorandum I expressly declare not to be testamentary. I direct my Executors to make whatever arrangements they consider necessary for shipping said property and to payout of my estate all costs in connection therewith as well as the cost of insuring the said property until the same is received by the beneficiary or beneficiaries. THIRD: If my husband, ROBERT A. REDDIE, survives me, I give, devise and bequeath the residue of my estate, real and personal, and wherever situate, to my husband, ROBERT A. REDDIE, absolutely. FOURTH: If my husband, ROBERT A. REDDIE, prede- ceases me, I direct the following: ~ w it, A. I give and beLJuoa th l;o my niece, r.IAE ELLIOTT MARTIN, whose present address is 15 Oak Ridge Road, Carlisle, Pennsylvania 17013, such amount of my testamentary estate which o/hen added to any life insurance proceeds, C.' payable to hHl..by reason of my death, or by reason of the "'_. death of my husband, will total Ten Thousand Dollars ($10,000.00), if she survives me, absolutely. B. If my niece, MAE ELLIOTT MARTIN, sur- vives me for a period of sixty (60) days, then I give and bequeath Seventy-five Thousand Dollars ($75,000.00) to my l;: < ~ I Trustees, hereinafter named, IN TRUST NEVERTHELESS, to keep the same invested during the lifetime of MAE ELLIOT'.r MARTIN, and to pay the net income therefrom to her in quarterly installments. In addition, my Trustee, hereinafter named, shall have the right to invade principal of this trust for unusual needs of MAE EL1,IOTT MARTIN, including but not limited to, medical and surgical expenses and maintenance and support, after giving due regard to funds available for such purposes from other sources/ provided, however, that this right of invasion of principal shall be limited to fifty per cent (50%) of the value of said trust fund, valued as of the time of the first invasion of principal. Upon the death of MAE ELLIOTT MARTIN, the remaining principal, to~ gether with any income accrued or collected and not paid over, shall be paid to the Trustees of the UNIVERSITY OF PENNSYLVANIA, to be added to and treated as a part of the "Florence E. and Robert A. Reddie Tuition Aid Loan Fund" hereinafter described. c. Anything herein to the oontrary notwith- standing, in the case of simultaneous deaths of my husband and myself, the gifts hereinbefore made, under sub-items FOURTH A and B of this Will, shall lapse and be of no effect. D. All the rest, residue and remainder of my estate, real, personal or mixed, of whatsoever kind and wheresoever situate, I give, devise and bequeath to the Trustees of the UNIVERSITY OF PENNSYLVANIA to be held .in trust nevertheless upon the uses, trusts, terms and condi- tions hereinafter set forth: 1. It is my intention that the TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA establish a revolving loan fund to I.>e known as the "Florence L. and Robert A. Reddie Tui tion Aid 1,0an Fund". Wharton School students, both graduate and undergraduate, except for freshmen, shall be eligible for financial assistance from this Fund. The then Oirector of Financial Aid at the Wharton School shall deter- mine, in 'accordance with the then prevailing l1niversity financial aid polioy, who is to receive such assistanoe, provided that the following oonsiderations are applied: a. Such students shall be needy and worthYI -2- QCi '-.--f', ,(") -<j l.- e_ .i.i'_' ~_. cr., 'f" Qj 1::1 ~ Illl u ~ H' ~ . m ~ II .~ ~ . t_:) - - s- 0 ~ ~. ~ 0 ~.! ~ ndil_~~ ~ . Z ~ 2 II; M ~ l~frH ~ j g ~. ~ ~ 0 Eo< fi >-" ~ .~ ~..~ .~ ~. . n-rl r:. ~ --~-- CE~TIFlCATION OF N~B UND~R RULE S.6(A) Name of Decedent I Florence E. Reddie Date of Deathl June 4, 1997 Will No. Administration No. AQ'1-sIJL To the Registerl I certify that notice of benefioial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above captioned estate on Julv 10. 1997 ~ Address Mae E. Martin, 15 Oak Rid~e Road. Carlisle, PA l70p Trustees of Rose HUUnan Institute of TechnOlogy. Terre Haute, IN 47803 Trustees of University of Pennsylvania, Office of the President, 100 College Hall, Philadelphia, PA 19104-6380 Date I 7/0;'7 L . /-J~l ~ Signature_ V ~ t-~ '-{j Name Lewis B. Beatty, Jr. en ,,( m :'1' I" " (,~I r,: : , <;f ~. w) "'I , <;J ;1.' ~ ~~ {~\ [~ 0: Capacity I X Personal Representative Counsel for Personal Representative ~ . . . 0 Ill' iii i .~ ! 19, 1.J kl ~:<lj ~r~ 0 A 0 i-Ip., ''1 "" CO l'-l III i-'; p CO H ~~ '" ' O',>.?I 1<1 , 9r.... 0 III \CJ ~I) ~~. 0 ~l ~.-10\(;l 1<<' I OO\i..r) ,I>' C)O '" b 0\ r~ ~ ~' U '" ,.... lJ.l ~"'" ~ _7' f.' N <<10 ~ '" ffi~ ~, "';:;>01'<"; Ml j~1Il .~. ~~ Ci ~ ",. ..ql ". p, ~j t~ [,.1 ~ H ~.l ~~A<~~ :3 '''' ~~ ....1 ,. 5i r.. 1",1 0-1 t.r.:l ,.1 [.' rj ~I 1::' ., r... ..H E"< 0 ~ ~ r:1 III ,[., III :s Jol '. PNClRANK FLORENCE E REPDfE 765793 ~\IMMARV AND 'INDE)( " PRINCIPAL fAW RECEIPTS 3 - 3 537.164.21 NET GAIN/LOSS ON CONVERSIONS 4- 7 43,340.90 ADJUSTED BALANCE 580,505.11 LESS DISBURSEMENTS OEITS OF DECEDENT 8 o. 8 3'; 442" 47- FUNERAL EXPENSES 8 - 8 1,811.00- ADMINISTRATIVE EXPENSES 8 - 9 1,055 .3'- FEDERAL ANO STATE TAXES 9 - 9 23,911 ,SO- FEES AHD COMMISSIONS 9- 10 42,101,50- FAMILY EXEMPHON .00 TOTAL PRINCIPAL DISBURSEMENTS 8 - 10 72,321. 63- BALANCE BEFORE DISTRIBUTIONS 508,183.48 DISTRIBUTIONS TO BENEFICIARIES 11 . 11, 170,100.00- PRINCIPAL BALANCE ON HAND 12 - 12 338,083.48 INVESTMENTS MADE CHANGE,~ IN INVESTMENT HOLDINGS 13 . 13 INCOME RECEIPTS 14 ~ 17 40,203.72 LESS DISBURSEMENTS 18- 18 94.99- BALANCE BEFORE DISTRIBUTIONS 40,108.73 DISTRIBUTIONS TO BENEFICIARIES .00 INCOME BALANCE ON HAND 19 '. 19 40,108.73 COMBINED BALANCES REMAINING 378,192.21 . 2 - lRftHftlltO/ltSl , . PRIVATE BANK - PNCBANK F~OReNCE '~REDDIE 765793 Il.E.CEIPTS OF INCOME MIDDLESEX WATER CO 9/02197 112.00 112. on NYNEX CORP COMMON 8/01/97 240.7Z 240.72 PEr.O ENERGY CO COMMON 10/22197 180.00 12119/97 180.00 360.00 PU5lIC SERVICE ENTERPRISE GROUP COMMON 6/30/97 162.00 10/22197 162.00 12/31/97 162.00 486,00 ROYAL DUTCH PETROLEUM CO NY REGISTRY SIt PAR N GLOR 5 6/05/97 352.99 352.99 ROVAL DUTCH PETE CO N Y REGISTRY SH PAR N GLDR 1.25 10/02197 280.26 280.26 SBC COMMUNICATIONS INC COMMON 8/01/97 273.87 273.87 I' U S WEST INC COMMUNICATIONS GROUP COMMON 8/01/97 218.28 218,28 OTHER INCOME BLACKROCK MONEY MARKET INSTITUTIONAL CLASS FD 101 10/01/98 51. 6 0 10/01/98 648.73 11/02198 124.89 11/02/98 1,498.43 12/01/90 124.61 12/01/98 \,431.88 1/04/99 132.96 1/04/99 \,461. 58 2/01/99 135,46 2/01/99 1,432.66 3/01/99 123.08 3/01199 1,246.35 4/01/99 130.03 4/01199 1,368.22 5/03/99 128.82 5/03/99 \,312.26 BLACKROCK MONEY MARKET SERVICE CLASS FD 108 8/01197 .68 9/02197 2.55 9/02197 164.92 - 16 - /5- ) :.:, .1 , IlEV-1500 EX t (1-97) 1ll'I'ICIAt U~\f-;~Ni"Y-'--~-"""~ REV-1500 COMMONWEAL I'll OF PENN~YLVANIA DEPARTMENT OF REVENUE DEPT. 200001 HABRISBlJRCl, PA .1"120-0001 1. Roal E91ato (Schodulo A) (1) 2. Slocks and Bonds (Schodulo B) (21 3. Closoly Hold CorporatJon, Partmnslllp or Solo"Proprlotorshlp (0) 4. Mortgage, & Nota, Recelvoblo (Schedule D) (4) 5. Cash, Bank Doposlts & Miscellanoous Personal Properly (Schedule EI (5) 6. Jalnlly Owned Praporty (Schadulo F) (6) 7. Intor"Vlvo8 TranslorB & Miscellanoous RECAPIT - Non-Probate Property (ScheclLllo G or L) (7) ULATION 14. Not Value Sub)oct to Tax (L1no '12 minus L1no 131 15. Amount of line 14 taxable allho fipousal tax rate -----.__... See Instruclloll9 on pago 2 lor applicable parc:onlago 16. Amount of line 14 taxable at 6% ralO 17, Arl10unl ollino 14 '.xoblo", 15% rolo 167,075.35 '.15 (17) ~: Tax ~~eCKHel\l\ IF VO~Re ReQUESTING A ReFUND OFAN OVeI\PAVM~:.tJ ~>IlE SURE TO ANSWER.ALL QUESTIONS ON PAGI; 2 AND RECHECKMATH<", Under Denaltlos 01 perJlIfY, I declare thaI J havo OKflfllinod Ihig rolurn, Includlnq accompanying schedules ,and sla!ements, and to the b8st army kfloWl8age and beliel, II 19 lrue, corroct and complolo, Doclaral!oll 01 propmm olllOr lIlUlllho fHl(SOnaJ roprosontallvn IS based on all Information of which preparer has ~ knowledgo, ~" TWU,:"Ff'E A(I[)flf..s,'j . nn ? See Schedule attached B _____ SIOMTUflE or pfjrPARER OHlER THAN Rf. ESENTATIV[ ADOFl[s.'~ _ ________ 160Q.}1arket _Stt:~~!:L~C?:......El<2.X 42933__ 7 PA15001 NTf' 1088' -- Philadelphia, PA 19103 CUPyflllhl rorms SollwMII Ollly, 199.' Ne/cu, Ifle DEceOENT CHECK APPRO- PHillIE DLOCKS CORRES- PONDENT TAX COMPUTA- TION --.'",',",. ,',_...."._.,,~ ----.---, -- ..-','----~--_....,-,.....~-- - FILE NlIMDfjR _I cJl,~M~"" --.--- - - ~ NUMUl!fl INHERITANCE TAX RETURN RESIDENT DECEDENT 'J-I~-' 'n WJ/? DECEDENT'S NAME (LAST. FIRST, AND MIDDLE' INITIAL) Reddie Flor~3 E. BOCIAL S~CURlTY NUMBER -----'TO-ATE OI'OEATi-1 . - '------ '----roim OF BIRTH - 179-01-5233 __----L_06LoY2!.7......_.~__._....L Qj129j1906 ~1:R~~t~I~Cf~,Mll[~\Ui\~Yil~i~I'lI'C1lJ ,r ',NAMI (LA',', }SOCIAl SECtJRITY NUMBER THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS -1 -'~I I I R-l--'--'---~-I" S I I I R I :1 Fl~m~indIH RliiUi'ii-----------. rqlllt own '-' UppOIHfllla t)urn . ((j.,t!jolll""thJJ(I'~fl(Jlz'I:I-n..) 4(\ f IljlHlllfllllllJ~1 C()IllJlrt'IrI'~" 4 Llmllod E91ntn (dafllu! rlllol.lh ,tltnl 1'1 II 6/) 5. Fodorol Enlalo Tal( nlrn. Roqulrod 6 Dececlent (Jltl!l h~l,\ID 7 rle(;lHI~f\1 MllIflt,\ll1l1d ,1 \ IVlrl!) 11wd 0 N' (AIIAChcnp/ofWill) (AItHhrflflyollll15lj 0, Tolal n, of Safo Doposlt Bo)(U!J 9 llll liP d RO' i I 10 {~pI11l5olIPuvllnyCrll[lIt(d,'tllof<l(j'\lhIJlllw""n -n 11. fhlelWntllIAMundllr.'Jllr;,91IJ(Aj . ga on..rOCfle!:l COVO( 12'1\'91Andl."J g.,) . ........ w..........JA1Ia,]t\SchOI__..____ .!!.!!!!~CTION MUST DE COMPLETED, ALL CORRESPONDeNCE & C?PllFIOe~A)(.INFORM...TION SHOULD BE DmECTfD TO: NAME COMPLETE MAILlNCl ADDRESS l~ame1a L. Heritage 1600 Market street. FIRM NAME (II Applicabl") P.O. Box 42933 PNC Bank N.A. _______._ Philadelphia, PA 19103 TELEPHONE NUMBER 1-(215) 585-5583 None 467, 81!9. 74 OFFICIAL USE ONLV None None 67,336.54 63,744.63 None e, Total Gross Assets (total Unos 1-7) 9. Funeral Expenses & Aclministralivo Costs (SOhtHlulll HI (9) 10. Debls of Decedent, Mortg. L1abllitios, & liens (Soh. I) (10) . (8) 48,761. 27 1.829.47 598 ,970.91 11. Total Deducllon. (Iolnll.lno. 0 & 10) 12. Not Value 01 e.tate (Llno 0 mlnlls Llno 11) 13. Charitablo and Governmental Bequests/Soc 9113 Trusts lor whloh f\n oloctioll10 tax has nol been made (SollOdule J) (11) (12) 50,590.74 548,380.17 (13) 381.304.82 (14) 167,075.35 x .0 (15) 0.00 X .06 (16) 0.00 25 , 061. 3D 25 , 061. 30 DATE [lATE PA F\EV-1600 EX (1"07) .!l~~e.!:'t'_.C~o,!If>IIJ",A,d<lr.!'SIlL___."__, STREET ADDRESS 30 S~l~.r._(~ir.clf:'._ I Page 2 GrOC~,Bicl<J~-",jl!ilgl>___...__ CITY Newville Tax PlIIyment. Ind Credit.: 1. r.x Duo (Pogo 1 L1no Ie) 2. Crodlle/Poyroonlo A, SPOU5Ml Povflt1V Crodll B. Prior Paymenle C. Dlocounl --~ STATe PA --,ziP 17241 (11 25,061.30 21,850.00 1,150.00 TUI.I Crodlla (A t B t C) (2) .23,000.00 3. Into,ootlPenal1y II appllc.bln D. Inta,o.I ~. Penalty TolallntorootlPonolly (0 t ~I 4, 111100 210 gloato' than IInol t IIno 3, enlor Iho dlflerenco. This Is tho OVERPAYMENT, Cheok bOM on Plgo 1 Lln. 11110 r.qu.ot a ,.lund e, If line 1 + IIno 310 grootor than IIno 2, ontor Iho dlllOlonco. Thl. 10 tho TAX DUE, A. enter tho Inlo,..t on Ihe lax duo. B. Ent., tho total 01 Uno 6 + 5A. Till' lolho BALANCE DUE. Mako Chock P.yoblo 10: REGISTER OF WILLS, AGENT (3) 0.00 (4) (51 2,061.30 (M) 0.00 (6BI 2,061. 30 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1, Old decedont make a translor and: a. retain the use or income Dillie propWl'1 trtHl!.ilorHld:. b, retain tho right to deslgnato who Rllall UflO tho ptopony It f\tlsfenod or ilfllncome:. . . . . . . , , . , 0, retain a reversionary interost: or. , . d, receIve lhe promlso lor 1110 of oltlwr pnymonts, bU/loUtfl or caro?, . 2. II death occlIrred on Of boloro Docnmber 12. 1982, did decedflllt wilhln two years preceding doath trans/or propm1y without roco!vlnq adoqualo consldorallon'( If doath occurrod after Decombor 12, 1982, did docodont !tansfor propmty wlthln one yoar of death wlthollt recolvlng adequate conolclorallon7, . , . , . . . . , , . , . ., ., . . . , . . . , , . . , , . . . . , . . , , ,. 0 3. Old decedent own an "in truBt lor" or payablollpon death bank account or socurlty at his or her death? , , , . ,. ..... 4. Old decedent own an Individual rollromont account, annuity, or otllOl non.'probata proporlY? V09 No ~ I @ B ~ 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. 19116 (a) (1.1) (I) provldod for 1ho roducllon 01 tho tax ralo Imposod on the not valuo of lransfom to or for the \lse of tho surviving spouse Irom 6% to 3% for dates of doath on or after July 1, 1994 and b%ro J~nllary 1, 1995. 72 P.S. 89116 (8) (1.1) (II) provldod for tho rodlleUon allho rnlo Irnpo3od on tho nol valuo ollrall:'ller~ to or for tllO use 01 the surviving spollse from 3% 10 0% for dates of 004111 on or after JanualY ';, 1995, Tho olaluto clom.!jlot oXQ.t.l1Q1 a lmnslor to a slHvlvln~1 spouse lrom tax, and the statutory requirements lor disclosure of ORsots and fll!ng II lID( return am still t1pplicnblo OVlltl i! 1110 flwvlvltl~ 9pOLlflO iii 11\0 only bonoliclary, FOR DATES OF DEATH ON OR AFTER JANUARY " 1995 HH PloBso answor Iho lollowln~l quosllon by placing an "x" In tho appropriate space, Old the decsdent cr..te. trust or aim liar arrangement which 19 fJolely for the surviving spouse's benefit for his or her entlrellfeUme? y..D No@ II YOll answored yos to tho above questIon, tho lax onlho trust or s;mUur nrrangmllonl in pmllponed un1illtlo doalh of the socond SPOUSA, af whIch time II wilt be hilly taxable (It tho rate(s) aprllcablc 10 tho rornalndm bonoliclaly(ios). Entor 1110 valll{J or tho hum Oil Schedulo J, Part II, In ardor 10 remove It Irom the calculation of the lax duo in this estate. You may wish 10 1110 SCllOdulo 0 in order to Illako 1110 olochon flvallHblo undor Section 0"113, If the election Is mado, Iho trust or sImilar arrRflgemonl19 laxod In tho e~lato of tho first dflcodont spauno, thu portion 01 Iho lrust Of similar arrangeroont which benellls the surviving SpOl19a Is taxed at the zero lax r810, 8nd the lemaindor is tMod at Iho ralo(s) applicable to 1110 rornalndm benollclary{lofl). II you chooso to make lhe election, VOll mu~1 atlaoh Schodule 0 10 a IlnlOly-filod lax ralum, nlong wlth Schodulfl(S) K and/ol M III ordor 10 nllOW 1110 apPOlUonfrlont of tllo trust or shnllar IIrrangornont botween the surviving spouso and Ille remainder bOllflllclary(los). 7 PA16002 NTF 106ro Copytighl Forms SOItWIlfI Only, 1!HIr Nelco, In~, '. 'I II I ;1 1 "".;~;~*i~:i.r::1'\i~:^'".~~~J~~".~ l ESTATE Of ..Flor:~ E. Reddie .. FII.E NUMBER All property Jolntlv-owned with right 01 survivorship must b. dlaolo.ed on Schedule F, ~.__._------_._._._----_._----_._-----"'. ITEM NO. DESCRIPTION 1 $25,000 U.S. Treasury Note 6.375% of 8/15/20002 (912827G55) @ 99.59375 plus $479.89 AOL'rUed Interest to DOD 2 $40,000 U.S. Treasury Note 7,500% of 11/15/2001 (912827025) @ 103.93750 Plus $163.04 Accrued Interest to DOD 3 1234 Sh. AT&T Corp. (00195109) @ 35.375 4 408 Shs. Airtouch communi.c-,ations (00949T100) @ 27.250 5 612 SHS. Ameritech corp. (030954101) @ 66.0625 6 408 Shs. Bell Atlantic Corp. (077853109) @ 71.000 7 978 Shs. Bell South Corp. (079860102) @ 44.125 8 325.577 Sh..,. Capital Income Builder Fund (140193103) @ 43.220 9 509.262 Shs. Colonial Trust IV (196095707) @ 15.590 10 207.039 Shs. Lord Abbet.t Bond Debenture fund (5440043.04) @ 9.530 11 399 Shs. Lucent Teclmologies (549463107) @ 62.8125 12 400 Shs. Middlesex \1ater Co. (596680108) @ 16.875 13 77.125 Shs. NCR Corp. (62886E108) @ 31.3125 14 408 Shs. Nynex Corp. (670768100) @54.250 15 108 Shs. Royal Dutch Pete Co. (780257705) @ 193.875 16 612 Shs. SBC Communications Inc. (78387G103) @ 57.3125 17 408 Shs. U.S. Wast r~rp. Media Group (912889201) @ 20.0625 18 400 Shs. Peco Energy C.o. (693304107) @ 19.625 Plus Accrued Dividend of $180.00 t.o DOD 19 408 Shs. U.S. West Communications (9128891102) @ 36.1250 20 $5,000 FNMA SeriE'13 10/21/27 (31359LSN6) 7.5% @ 98.9114 Plus Accrued Interest of $3.03 21 $10,()OO FNMA Remis 'mISt (30359NA92) 7.250% of 7/18/26 Plus Total from oontinuatioll _~9.e ( s) TOTAL (Also orllor on IIno 2, Rocapilulallon (II more spaco is noedod, ln9911 addlttonftl shoo19 of tho sarno SilO) 7 CPA31 NTF ..,,, Copyright Form. Software Only, 1991 Nelco, lnr" 00515-1997- VALUE AT DATE or DEATH 25,378.33 41,738.04 43,6!i2.75 11,118.00 40,430.25 28,968.00 40,506.75 14,071.44 7,939.39 1,973.08 25,062.19 6,675.00 2,414.98 22,134.00 20,938.50 35,075.25 8,185.50 8,030.00 14,739.00 4,948.70 9, lI!13. 02 54 257.57 $ 467869.74 I REV-HiOll EX "(1-97) COMMONWF.ALTti OF PEN~~SVLVANIA INHERITANCE TAl< RETURN RES!DENT D~~ ESTATE OF Florence _ E.._Reddie SCHEDULE F JOINTLY-OWNED PROPERTY PILE NUMBER 00515-1997- II .n ....t w.. m.dIIlolnl within on. VI" 01 tho doo.dant'. dll. 01 dolth, II mUll ba 'epol1ed on Schedule O. , SURVIVING JOINT TENANT(S) NA~E A Mae E. Martin ADDRESS 15 oak R dge Road R.R. 1 Carlisle, PA 17013 RELATIONSHIP TO DECEOENT Niece JOINTLV-OWNeD PROPERTY: lETTER DATe DESCRIPTION OF PROPERTY %OF DATE OF OEATH ITEM FOR MADE Includo name cl flnanclalln,lltllllan and bank DATE OF DEATH DECO'S VAL\IE OF JOINT account nllmbar 0' ,Imllar Idahlllylng nllmbo'. NO. TENANT JOINT Math deed fcr jolntlv-hold!e.le.late. VALUE OF ASSET INTeREST DecEDENT'S INTEREST 1 A 7/28/94 DaUJ;ilin Deposit Bank C!l 10,048.15 50.00% 5,024.07 #8100365334 Plus $48.15 Acmuecl Interest 2 A 5/25/95 ~'inancial Trust C!l #123631 16,392.79 50.00% 8,196.39 3 A 8/2/93 $100,000 U.S. Treasury Note 101,048.34 50.00% 50,524.17 5.250% of 7/31/98 (912827L67) @99.250 Plus $1,798.34 Accrued Interest to 0.0.0. TOTAL (AI.. 011 lor on 11110 6, Rocapllul~lIon) . 63 744.63 7 CPA91 NTF 10909 (II more spaco Is IJ{lOded, insert addihonal shools 01 tho flame slzo) COPY'lgtl! FOlnlo Sollwft!e 0,'1.,.,111\11 NellOO, IOL. Estate of: Flor.ence E. Rec1c\ie SOlEIltJLE H, PARI' a -- lIdministrative costs. Page 2 00515-1997- Item No. . Description AnwJunt 7 NotaJ.y Fee - Eklw8rd Jones 2.00 8 William J. Mansfield Legal 1\dvertisirq 196.36 9 Farmers. ard Merchants Fee for OOD Valuation of Account 5.00 10 Short Cer'':.ificates - Register Qf wills 21.00 11 certified Copy of Will - Register of Wills 11.00 12 Fee for Replacement of Lost stock Certificate 181. 50 13 Fee for Replacement of Lost Certificate 156.00 ,. 'lUI'AL. (Carry forward to main sahedulfil: . , . . . . 572.86 .- -', Rev. 16-41 EX. (1o-D-4) SCHEDULE M FUTURE INTEREST COMPROMISE *' COM.lOfM'1!Al. TH Of' PENNSYlVANIA INHERITANCe T,fJ( RETURN ReSIDeNT OeCEOf.NT ESTATE OF FILE NUMBER Florenco E, Reddie 1997 - 00515 This schedule Is appropriate only for Estates of decodents dying after Decomber 12, 1982, This schedule Is to be used for all Mure Interests where the rale of tax which will be appllcijble when tho future Interest vests In ossesslon and enjoyment cannot bo ostabllshod wllh cortaln.!Y., The Instrument creating Ihe future interest is: (Please attach copy of Instrument) iXI Will 0 Trust 0 Other 1, Mae Martin 2, 3, 4, 5, II. For decedents dying on or after July 1, 1994, If a sUIVlvin9 spouse exercised or Intends to exercise one of the following wllhln 9 months of the decedent's death, check tho appropriate block and supply a copy of the document In which the sUNlving spouse exercises such wlihdrawal right. o Unlimited rig~lt of withdrawal 0 Limited right of withdrawal III. Explanation of Compromise Offer: (If more space Is needed, attach addlllonal 8.5 X 11' sheels) SECOND of decedent's Will provides for $lSO,DOO to romain in Trust for the bonefit of Mae Martin, Income is payable to her for lifo Bnd the Trustees have the din- cretion to irvade principal of this Trust for unusual needs of Mae Martin, includ- ing medical and surgical expenses and maintenance and support, after giving due regards to funds available for such purposes. I. Beneficiaries NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH 1 2.iJ.!!J.j I, Niece , AGE TO NEAREST BIRTHDAY .--1L-____ Hae Martin wag 72 years old whon Florence Reddie died, She has adequate funds to maintain her standard of living, Her asset6 have been increased by her bequests totalling $20,100,00 from the Estate as well as her succossion to the joint property re\;orted on Schedule "F" which is valued at $127.1,89.26, In addition. her income will also b. increased by the estimated income of $7,500,00 from this Trust, Based on this information it is not expected that ~he trustee will invade the Trust Corpus during her lifetime, The executors therefore propose a compromise baaed on the entire remainder passing to charity, IV, Summary of Compromise Offer: 1. Amount of Future Interest, , , , . , , , , , , , . , , , , , . . , , , , , , . , , $ 66.957,00 2, Value of Line 1 exempt from tax as amount passing to charllies. etc. . . , , , . , , . , , , (also Include as part of total shown on Line 13 of Cover Sheet) 3, Value of Line 1 passing to spouse at appropriate tax rate. , , , , , , , . , , , , ' , , , , , , , Check 1 Block 06% .03%,02%,01 %,0 Exempt (also Include as part of total shown on Line 15 of Covor Sheet) 4. Value of Line 1 Taxable at Lineal Rate, , , . . , , , , , , , . , , , . , , , , , , . . . . , , , , , , , (also Include as part of total shown on Line 16 of Cover Sheet) 5. Value of LIne 1 Taxable at Collateral Rale , , , , , . , , , , , . , , , , . , , . , . , , , , . , . , . (aiso Include as part of total shown on Line 17 of Cover Sheel) 6, Total Value of Future Intorest (sum of Lines 2 thru 5 must equal L1no 1) . , , , . , , , , $ 66,957,00 $ 0 $ 0 $ 0 $ 66,957,00 , "U .. -. , <: ~,M1' Iv I!.,L ,\N[)_~!.'ESTMIEN~~. I, FLORENCE E. REDDlE:, of II a VGl: town , Delaware CoUl1ty, 'l'ennsylvania, maks this as and for my j,ast Will and ~estaMent, hereby revoking any and all Wills by me at any time heretofore made. FIRST: I direct the .payment out of my estate of the expenses of my illness and funeral. SECOND: I give and bequeath my tangible personal property, including clothes, jewelry, personal effects and household furniture, to my husband, ROBERT A. REDDIE, if he survives me1 otherwise I give and bequeath the same to my niece, MAE ELLIOTT MARTIN, with the request, but without intending by such request to impose any legal obligation on her, or to create any trust or equity in favor of any other person, that she shall distribute them in accordance with a memorandum which I shall leave for that purpose, and which memorandum I expressly declare not to be testamentary. I direct my Ex~cutors to make whatever arrangements they consider necessary for shipping said property and to payout of my estate all costs in connection therewith as well as the cost of insuring the said property until the same is received by the beneficiary or beneficiaries. THIRD: If my husband, ROBERT A. REDDIE, survives me, I give, devise and bequeath the residue of my estate, real and personal, and wherever situate, to my husband, ROBERT A. REDDIE, absolutely. FOURTH: I f my husband, ROBERT A. REDDIE, prede." ceases me, I direct the following: '. A. I give ilnd boquoatl1 to my niece, :.lAE ELLIOTT MARTIN, whose present address is 15 Oak Ridge Road, Carlisle, Pennsylvania 17013, such amount of my testamentary estate which ~hen added to any life insurance proceeds, payable to h9~Lby reason of my death, or by raason of the death ot my husband, will total Ten Thousand Dollars ($10,000.001, if she survives me, absolutely. B. If my niece, MAE ELLIOT'r MARTIN, sur- vives me for a period of sixty (60) daysl then I give and bequeath Seventy-five Thousand Dollars ($75,000.00) to my \: / 4 l~ Trustees, hereinafter named, IN TRUST ~EVERTHELESS, :0 keep the same invested during the lifetime of MAE ELLIOrJ'1' :\AH'I'lN, and td pay the net income therefrom to her in quarterly installments. In addition, my Trustee, hereinafter named, shall have the riqhtto invade principal of this trust for unusual needs of MAE ELLIOTT MARTIN, including but not limited to, medical and surgical expenses and maintenance and support, after giving due regard to funds available for such purposes from other sources, provided, however, that this right of invasion of principal shall be limited to fifty per cent (50%) of the value of said trust fund, valued as of the time of the first invasion of principal. Upon the death of MAE ELLIOTT MARTIN, the remalDing principal, to- gether with any income accrued or collected and not ?aid over, shall be paid to the Trustees of the UNIVERSITY OF PENNSYLVANIA, to be added to and treated i.l'! a part of the "Florence E. and Robert ^. Reddie Tuition Aid Loan Fund" hereinafter described. C. Anything herein to the contrary notwith- standing, in t.he case of simlll taneous deaths of my husband and myself, the gifts hereinbefore made, under sub-items FOURTH A and B of this Will, shall lapse and be of no effect. .. D. All the rest, residue and remainder of my estate, real, personal or mixed, of whatsoever kind and wheresoever situate, I give, devise and bequeath to the Trustees of the UNIVERSITY OF PENNSYLVANIA to be held in trust nevertheless upon the uses, trusts, terms and condi- tions hereinafter set forth: 1. It is my intention that the TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA establish a revolving loan fund to be known as the "Florence L. and Robert II. ",eddie Tui tion Aid Loan Fund", \1harton School students, both graduate and undergraduate, except. for freshmen, shall be eligible for financial assistance from this Fund. The then Direotor of Financial /lid at the 11harton school shall deter- mine~ in acoordance with the then prevailing University finanoial aid policy, who is to receive such assistance, provided that the following considerations are applied: a. Such students shall be needy and .worthy, -2~ b. from this Pund exceed 50% of costs for regular attendance In no case shall assistance the tctal annualtuitidn and as a matriculated student; c. The amounts of assistance and the terms and methods of repay~ent shall be determined by the said Director of Financial'Aid and under unusual cir- cumstances, such as cases of emergency or extreme need, no interest need be charged: d. Bene f iciar ies of the Reddie Fund will be encouraged to add to the principal of the Reddie Fund at the time of repayment or later in order to augment the funds available to aid future generations of students as they were aided in time of need. FIFTH: In addition to the authority conferred upon fiduciaries by law, I authorize my Executors and Guar- dians to retain any property pending distribution hereunder, to compromise claims without Court approval, to lease with- out limitation as to term, or sell any real or personal property at public or private sale for such prices and upon such terms as to cash and credit as far as real estate is concerned without liability on the part of the purchasers to see to the application of the purchase money, also to invest in all forms of property without restriction to investments authorized by fiduciaries, including any common trust funds o~erated by any corporate fiduciary acting hereunder, and to distribute in cash or in kind. II I ; l':' ii~! ,." '~:1. ,~u . ~y. ;\'i I,,, JJ. :~fi~ ':ljli' 'r!> SIXTH: No interest in income or principal shall be assignable by, or available to anyone having a claim against a beneficiary before actual payment to the benefi- ciary. SEVENTH: All Federal, State and other taxes payable because of my death, with respect to the property forming my gross estate for tax purposes shall be paid out of the principal .Qf my residuary estate passing under' Item Third or under Item Fourth D. of this Will, as if they were my debts; and no one having a beneficial interest in such property shall be required to refund any part of such taxes. ;"(; .:.;.: :"1; ,. -3- ..). r;,,f Ioo.l'". ,:J\!' 1'!,'I""'~!:~11'rf I~:"~h.,, r, .j{. : ~,,' ll\~~.I::;.I\ ,,1"'~",1:~~. . , ',' I l', ',,'',' I " ~;q~ ">~ t i "\'" '''~ I .' I' ." I"~" ....... 'r." , . ~ tl.'J~(HI\ .~t~ l';;:'.:h..,~f.'~:~~' I 'J,l'\ I' '~" ~". ,"'J' .1 ' ~;I"l,., il \.~., \1 l'~'~l:t, , ~ '. 'il",: ,~ , 'f~~I! d . ,~':'/!:. I'\o~l"';' ,rr" ,I-': ~1 r \ . . "'.' n;'" . . , I .J-~fl ',\ 11 . \ IJ I f 'I"", ! j /, ., , ~'I 1. \~ J ", .; .~ " .. . .,...,' r . ,I' ". I -....,. .. ...,., -.- .~- -- -----~. ACKNoWLlmGMENT r,ND AI"FIDAVI'I' WE, I'LORENCE E. REDDIE .' ~ L /" oj) "J UOr'l"IC) O('r,'U" I . \1. and /I} , r< ( I I Jl~) 'l r the Testatrix and the witnesses respectivoly, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the 'festatrix signed and executed tho instrument as her Last Will, and that she executed it as her froe and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witness and that to the best of their knowledge the 'I'estatrix was, at that time, eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. ""'~ t~~ -rLORENCE E. REDDIE Testatrix lie,)"!! Witness 1 ;::) ;J-. /f /_;! /,1/ 9-- ". r... ';"_ I' ,.~ -/) iC(l ./ / I Ct.l';?!) ,/11, ,j(j!(,"7( Witness SUI3SCHIBED, SWORN TO AND ACKNOWLEDGED blil fore me by to by J .' ,the.Test~rix, and SUBSCRIBED ~Q(,L't/\ d..I.~~and , witnesses, this' (~nJ1 day FLORENCE E. REDDIE , A. D., 1984.-\ QQ~,bf:.~ - Notarf' "'lbifc CHiRYI K. flAil. NOTARY PUBLIC RADNOR TOWNSHIP DELAWARE COUNTY MY COMMISSION WIRES hl'R 21. 1984 M.mb". Pennsllvan.ll..ucllllon 01 Nolallll . . :t~'''''WI'.lqa.a _ _..li't~'3\'~~.o/iUIIIt__._."'~~ F'lRS'f CODICIl, .- I, f'LORENCE E. REDDIE, presently ot Newville, Cumberland County, pennsylvania, and formerly of Ilavortown, Delaware County, Pennsylvania, hereby make and declare this to be a First Codicil to my Last Will and 'festament dated rebruary I., 1984. 1. I hereby amend I tem SECOND of my said Last Will so that it shall be and read as followsl "SECONDI I give and bequeath my tangible personal property, including clothes, jewelry, personal effects and household furniture, to my husband, ROBERT A. REDDIE, if he survives me. If my hU5band, ROBERT A. REDDIR predeceases me and if MAE ELLIOTT MARTIN survives me, I direct that MAE ELLIOTT MARTIN shall have the privilege of selecting such of my tangible personal property-as she wishes for her own personal use. The balance of such items or all thereof if MAE ELLIOTT MARTIN predeceases me, shall be sold by my Executors and the proceeds added to the residue of my estate. I direct my Executors to make whatever arrangements they consider necessary for shipping said property and to payout of my estate all costs in connection therewith as well as the cost of insuring .the said property until the same is received by the beneficiary or beneficiaries." 2. I hereby amend Item FOURTH B. so that it shall be and read as follows 1 "FOURTH 1 If my husband, ROBERT A. REDDIR, predeceases me, I direct the following 1 ... B. If my niece, MAE ELLIOTT MARTIN, survives me for a period of sixty days, then I give and bequeath One Hundred Twenty-Five Thousand ($125,000.00) Dollars to my Trustees hereinafter named, IN TRUST NEVERTHELESS, to keep the same invested during the lifetime of MAE ELLIOTT MARTIN, and to pay the net income therefrom to her in quarterly installments. In addition, my Trustee, hereinafter named, shall .. ,.] .''''' . ~rj1 ",..\ .'! "'fl_M -,--_.' ACKNOWLEDGMEN'I' ^Nll ^FF1\lAVIT --------.----.- WE, F~RENCE E. REDDIL_' _l:.~.0.!.~.:s... n,'/hck and ~. <;{ {,<.. (fl. (l~;.,., 1(.. . the 'l'estatriX and the witnesses respectivelY, whose names arc signed to the attached or foregoing instrument, being first duly sworn. do hereby declare to the undersigned authority that the T~statrix signed and executed the instrument as a First Codicil to her Last Will. and that she executer it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix .signed the Codicil as witness and that to the best of their knowledge the Testatrix was, at that time, eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. J d~~UJ2-?~~'~ ~NCE E. REDDIE Testatrix , 'J . ~f1 ~ t 'f, . ~ 11.-", " ., .,~ _ H~~YS:- Wi tness ," '7;1(" "ll./' 1", ?2'" Witness' SUBSCRIBED, SWORN TO AND ACKNO\~LEDGED before toe by FLORENCE E. REDDIE , the Testatrix .j, Qu hi C. k and and SUBSCRIBED AND ,.- . /" t;... ~.I;,,,y-' /17.. I....u;" <-I: . A. D., 1987. , I SWORN by _ \jIV'"'' witnesses, this b'~j, day of ..)1.1 "", ,~ ~~~ J5 Ji~~~J.l Notary Public "., lr: . ,', '.. 'f.: ~I:; "l~' iJC.;.IIT\ ',", i,.,,:,: .'1,"" ~..,rIR~~ ,l,I)~i ::, :~$} . ... I . '\'. ~ J',." II"", TIIIRD ('(JllICIL I, i:LORENCE E. HEDDI E, prCHI'1I I l Y 0 I ~I"wv 11.10 , Cumberland County, Pellnsylvllnill, and formorly of IlilV"rtowtl, Delaware County, Pet1n~ylvnniu, hereby make and declarc lhl.s to bea Third Codicil to rny Last Will and 'I'estilment d,1t:od F"brunry 2, 1984 which had beon prevlously modified by <l First: CodicIl dilted .Juno 0, 1987 and a Second Codicil dated July 20, 1988. 1. I hereby amend Item SECOND of my said Last Will as previously amended so that it shall be and t'ead as follows: "SECOND: I give and bequeath all of the paintings made by my late husband, ROBERT ^. REDDIE and myself to my niece, MAE ELLIOTT MARTIN, to distribute in accordance with instructions I have given her. The balance of my tangible personal property shall be made available to my said niece if she survives me who shall have the privilege of selecting such thereof as she desires for her own personal use. The balance of my tangible personal property not selected by MAE ELLIOTT MARTIN shall be sold by my Executors and the proceeds added to the residue of my estate. I direct my Executors to make whatever arrangements they consider necessary for shipping said property and to payout of my estate all costs in connection therewith as well as the cost of insuring the said property until the same is received by the beneficiary or beneficiaries."' 2. I hereby amend Items FOURTH A. and FOURTH B. so that they shall be and read as follows I FOURTH, My husband, ROBERT A. REDDIE having predeceased me, I.direct the following. "A. I give and bequeath to my niece, MAE ELLIOTT MARTIN, whose present address is 15 Oak Ridge Road, Carlisle, PA 17013 the sum of Twenty Thousand Dollars ($20,000.001 from my testamentary estate, if she survives me absclutely. This bequest is in addition to proceeds of life insurance on my life which may be made payable to her, proceeds of any accident insurance which may be payable to her and the value of any certificates of deposit in which her name and mine are r.egistered as co-owners. Such lattor- Il)SlIt-nrlCnH <'lIHI ('.ll,ln !'ihnll bo ill addition to the llforornollllUflOd lHHIUt1Bt ot 'rwenty 'l'housllnd Dol1dnJ ($20,000, (Ie) Irolll lilY I natarnonlDry '0 S tat e . j , "B. If my nieco, MM; ELLIO'I"1' ~IAHTIN, Hurvivea me for Ii period 01 sixty days, then [ give and bequeath One Hundred Fifty '['hOllBilT1d [)o.llilnl ($I!\O,OOO.OO) to my Trustees heroinafter named, IN TRUST NEVERTHELESS, to keep the sarno invested during the lifetime of MAE ELLIOTT MARTIN, and to .pay the net income there- from to her in quarterly .installments. In addition, my Trustee, hereinafter named, shall have the right to invade principal of this trust for unusual needs of MAE ELLIOTT MARTIN, including but not limited to, medical and surgical expenses and maintenance and support, aftor giving due regard to funds available for such purposes from other sourceSI provided, however, that this right of invasion of principal shall be limited to fifty percent (50%) of the value of said trust fund, valued as of the time of the first invasion of princlpal, Upon the death of MAE ELLIOTT MARTIN, the remaining principal, together with any income accrued or collected and not paid over, shall be paid to the Trustees of the UNIVERSITY OF' PENNSYLVANIA, to be added to and treated as a part of the 'Florence E. and Robert A. Reddie Tuition Aid Loan Fund' hereinafter described." 3. I hereby amend Item EIGHTH of my said Last Will so that it shall be and read as follows: "EIGHTH: I nominate, constitute and appoint LEWIS B. 8E.'\TTY, JR. of Media, Pennsylvania and PROVIDENT NATIONAL RANK, Philadelphia, Pennsylvania to be Executors of this my Will and to be Trustees of the Trust for the benefit of MAE ELLIOTT MARTIN under t his my Will. I direct that no Executor or Trustee appointed or substituted hereunder shall be required to post bond in this or any other Jurisdiction. My Corporate Executor and Trustee shall be compensated in accordance with its schedule of fees in effect from time to time during the period in which its services are performed. MY' individual Co-Executor and Co-Trustee shall be compensated in an amount equal to one-half of the schedule of fees payable to PROVIDENT - 2- '" . ", ""'i~'~.,diJ",'ifI'.;~,'~,'.!Jr.:;'j':~:~\'\I'!~'r*:;_'.'~'""1,,,', "n""~~,:~~~'~.' , .j/.1" ,.",,~, ~I.,- '. .-, . 1 u ,I I '( .. , - j. ..........' ,."Ii. ,I:, N _ . . II _ ~ /5 -Iff:j" .~/l ,",REAU Of INOI~IDUAL TAMES IHHERllAHCt TAX DIVISION PEPT. i!80r.OI HARRISBURg, PA Hill' I'll COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAK APPRAISEMENT, A1.LOlfAllCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSHENT Of TAK 10-19-1999 REDOIE 06-04-1997 ZI 97-0515 CUHBERLAND 101 [--~_~~oot~l~t.d l HAKE CHECK PAYABLE AND REHIT PAYHENT TOI REGISTER OF WILLS CUHBERLAND CO COURT HOIlSE CARLISLE, PA 17013 CUT ALaNA THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ Ri;Y=ii4",-iic--Aiiji-niF99rNCifi:5i"OF-i:-NiiiRIfANcE-YA"irXppRi\ISiHENi'-,--AiDiwANcE-iiji'-----.,----------- DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX FLORENCE E FlU NO. ZI 97-0515 ACN 101 I DATE ESTATE OF DATE OF DEATH FILE NUHlER COUNTY ACN WILLIAH P LINCKE BEATTY HAL PO BOX 901 HEDIA PA 19063 ESTATE OF REOOIE TAK RETURN WAS, (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN I, R..I Eltlt. ISohedull A) 2. stocks and Bond. (Sohedule 81 3, Clo..ly Hald Stock/P.rt~r.hlp Int.r.st (Sohedule C) 4. Ho,..tgfltgtta/Hotes Reoeivable (Schedule OJ 5. C.ah/8~ ~.ltl/"i.o. Per-aon.l Property (Schedule E) fl. .Joint ly Ownad Pr'oparh (Sohttdula f) 7. Tranafar. (5o~dul. OJ d. lot.1 A...t. APPROV~" DEDUCTIONS AND EXEHPTIONS: ,. Fun-rill Expan..s/AdIl. COlts/Hila. E)(pens.s (Sohtldula H) 10, Debto/Hcrt_ UebIlIU../LI.ns ISchedule II 11. Tot.l DaduotlOOIi ll:!. w.t Value of Ta)( R.tUN' IS. Ch.r!t~lm/Gov.r~t.l Baqua.ts; Nonwalactad ~113 Trust. 14. ""t Velua of Eebt. Subj.ct to Tal< ( ) CHANGED III 12) IS) 141_ ISI. 161 (71 ,!!.J!. (.67.889,7'1 ,00 ,00 67,336,54 63.744,63 ,00 lei c> * (91 1101 48,761. Z7 1.829.47. Ill) U21 US) 114) IIHm.. if' Uf"'l FLORENCE E I Sohedul. J) DATE 10-19-1999 MOTE I To inaur. prOJ)elr credit to your Hicount I lubeit the upp.r portion of this for. with your ta)( P.Y'lMtf'lt. 598.970,91 50.590 74 548,380,17 381,30'>,8Z 167,075,35 If en e.ses.Bellt was ieeued previou.ly, line. 14, 15 end/or 16, nand 18 wUl r8'flect figurell that include the total 0" ALL return. ellelled to date. ASSESSHENT OF TAX: 16. AItot.rtt of Line 14 .t Spou..l rat" <<IS) 16. AlI04M\t of Line 14 taxable at U~..I/Cb.1 A rat. U61 17. AltOUnt of L lna 14 taxltbl. .t COll.t.f'.l/Cla.K Brat. <<17) 18. Principal Ta)( Due NOTE I TAX CREDITSt ---_. PAYHENT DATE 09-.04-1997 03-04-1998 RECEIPT _BER AAZ4Z2Z0 AAZ698Z0 DISCOUNT 1'1 INTEREST/PEN PAID (-) 1,150,00 ,00 . If PAID AfTER DATE INOICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST, ,00. X' 00. ,00 X ,06. .167,075,35 K .15. ue) AItDUIfT PAID ZI ,850.00 2,061.30 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ,00 ,00 Z5,061,30 25,061.30 Z5,061,30 ,00 ,00 ,00 If TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REqUIRED, If TOTAL DUE IS REflECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REfUND, SEE REVERSE SIDE Of THIS FORH FOR INSTRUCTIONS,) .1 'I Ii '1 , I 1 , .1 (! , " I RESERVATION I Eltet., of deoedentl dYing on or bIIfortt OeoMbIr 12, 1912 ... if .,y future Int.....t tn the ..t.te At tr"'fwru in po'Hulon or enJoYMnt to CI... . (ooU.t.r,ll benefici.tt,. of the cboldent _ft., the IKPlr.Uon of MY ..tlt. for 11f. or for yHrs, thl C~1th t.rtlby IKIlt.llh r...rv.. the rl....t to IlfIPr.lt.1 ... ...... trln,f.,. Inherit... Tu.. .t thI l...wl Cl... I (colll.lt.nl) rot. on ..,y such future .lnt.r..t. I , PIlIlf'OSE Of NOTICE I Tn fulfill the requlrlMntt of $eotlon 2140 of the; Jnhlirlt.oo. ond f.,tet_ 'IX Aot, Act Zl of 1995, 171. P.I. &.ctlon 9140), PAVHEHTI htec::h ttM top portion of thh Notlol end subIllt with yoor Plvwent to the Rlilht.r of NUll pdntlel on 'IM rev.r.. I... -~~. cn.ctc. or IIOMY or~r plyabll tOI REOISTER OF MILLS, ArmHT REFtNl (CR)z A r41fmd of . \c.x oredit, which .,1' not r.qu..ted on thcl Tax Hllturn. ..y tN requested by cNlPhtlna Ml "AppllGIIUon for R.food of Pennlvlllani, ]nhtlrltllOCa and Estate Tal(" UtEY-13131. ApplJoIUons .r. IVIII1.o11 It thlt Office of tht Regiltar of WUls, any of the Z3 RQVanWi Dh'l:rlot Officu, or by calling the IflfIOI.l 24~hour ........rlng .ervic8 ~r' for for.a orderinal In PfiVllylVlM'lia lReOO-56Z-2050, outl1de PennaYlvent. If'd NJthin local Harri.burg are. (7171 787~e094, TOOl lROOO-447-3ft20 (Service for taxp'YGra with spfGI,l heIlr .tng and .pe_irli nuda). OBJECTlONSI Any plrty In Interlllt not ..thfllMt with ttM ~r.ll..."t, .Uownnoe or dhaUC*WlOe of dIduoUonl, or "H."""t of tf:I)( (including dhcoont or Inhr..t) .a ahown on thh Notice ..at objlClt within Ij)(ty (60) dlys of ,,"alpt of thh NoUc. bYI AO.UN IS1RATIYE CORRECTIONS I DISCOUHTI PENAL TV I INTEREST, --written prote.t to the PA Pepa,'t""t of RlVlnue, BaliI'd of Appeah, Dept. 21HOZ1, HII,'rhburll, Pol 171Z.~10Zl, OR --el.oUoo to hIlvI tht .atter Mte,..lned lit audit of the ItCcount of the ~r'OMl rop,.IHnt.UYt, OR --eppul to tM Orphlns' Court. FltCtull 11'1'0,.1 dhcoVlrttd on thh ........nt .hould be addr,ued in wrlUng tal PA hplrtlleflt of RIVonlM, IurellU of Individual Tax"., ATTNz Post A.......nt RevJew Unit, o.pt. 200601, H.r,.hOOre, PA 17U6-0601 PhorMl (117) 7117-650&. Se. p"p fI of the bool<l.t "Inltructions for Inh.rltencl\ll h)( Retllrn for I Rlddent o.o.."t" (Rt:'Y-15011 for en explanaUoo of 8dIIlnhtr.Uvety correCltable arrn"lI. If any t.)( due 11 plld within thra. (5) calandar- ~thl after the decedent's deati" . fiVA percent (5j() d1lonunt Df ttMt tl)( peld ill .UovlK!. The l!J:< ttJX ftIIOIIsty non-parUc:Jp.Uon pene1ty hi ClOIlPut.d on thfl total 0' the tax and inter..t IIMued, Mld not palc;llMfore J....ry 1&, 1996, the Hr.t day .fhr tile and of tha tax ..".sty period. Thh non-pllrtlclpaUon ~alty Is .....pti.lebl. in thu 1_0 .anrMllr and In tho tt)Gt IMla ti.. per-Iod 8S yoU would 8PP.al the tll)( .net intlr..t thllt hol tt.en ......ed all lndloah.d on this notlc.. Inter..t is chllr~ baglnning wlth first day of da1Jnquencv, or nine (9) ",lth", anti OM (1) day frOll the data of ct._th, to thtl dati of polylt8tlt. Ta)(.. which bee.. dellnQuont before JlWlUlry I, 198Z bllr inhr..t at ttM rat. of .b (6;() percent par annutl calculatact at I daily rlta of .000164, All ta)(.. which 1Mc... dellnqu.nt on end .ftar J~rY I, 1982 will bear Int.rlllt at 0 rata which wHI \lory frOll colantlsr y.a,. to Cllland.,. YlIlr with that r.t. annoti'lCed by the PA Blipart....l of RaveflUI. The ltpf'IlIcabl. Intsr.lt "atall for 1982 through 1999 .ral '!!!! Inter..t R..!! Oal1YR Int.ta.t Facto" 1982 ZOiC .000S48 1983 16:': .00043.3 1984 11:': .000301 19lHi U:': .0003% 19&6 1Oi: .000Z74 1987 9i: .000247 --Inhr..t is calcul.tad 1:111 falloysl INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR :!!!! Int.rut Rlt. OaUy Interalt F~tor 196&41991 IIi: ,001)3.1 '99' ~i: .0002~7 1993-1994 T< .000192 1995-1998 .~ .000Z47 '999 n .OCOJ92 --Any Hotlel. lulHKl aft.r ttlll ta)( "ClotH. de1Jnquent wiLl raHoot fin Intlr.lt calcuht100 to flftMn (16) dly. bayor.d the d"ht of the ...........t. If "'VNflt h: .... Iftlr the Intarlllt cc*put.Uon data IhotIn on the Hottel., addHlons, int."..t IIUlt be calculated. PUIlPOSf Of' NOTlCEl To fulf1ll tM requJr..-ntl of s.oUon 2J1tS (b) ftf the too.rHInO. and Elt.t. Ta)( Aot, Aot 21 of 199&. (12 P,S. botton 9145). PAYMENT, Det-.oh the tOP portion of thh NoUol Ind lubIllt with your pay..nt to the Reabtar of W1111 prInted on ttM ,.avlr.. ..~. ..- "'a oMok or IIOMY order pay..l. tal REGISTER OF MILLS J AGENT. REFUND (eA) I A refund of . tal< or.d1t ..y be r~lttd by G~l.Ung an "App1Jcat1on for Rdund of Penn.!;'l"'lnle InhtrJt~. ~ Elt.t. 'ax" (REV-I!!!), App~Jofttlon' ar. .y.ll~l. at thl Offl01 of the ReAI,ta,. of Nill., .ny 0' the 23 R~venue D1.trlot O"le.. or fr~ t~ n.part..nt', 24"hour Inlw.rlng ..rvlcl ~r' for for.' orderlngl In PIOn'Y!","l, 1.800-362-2050, out. Ide PannlylvanJa andwJthln local Harrisburg ar.. (711) 787-8094, TOO' 1-800-447-3020 (Servloe for taxpayers with .plolat h.arlng and .peaklng n.adl), OBJECTIONS I Any party In int.r..t not ..tJefiect with the aU'Ill..nt of tax fl' .hovn on thh n"Uo. "'Y objlOt w!thin .ixty (60) dlYI of rlceipt of this Noticl by: "written prot..-t to the PA J)epart.ant of R'I/am.., BOflrd of App..h, Dlpt. 281021, Harrhburg, PA 17128~10tl, OR "~lh.oUnlJ to hive tho .att.r detlr.ined at .udit of thfl per.onal reprel8ntaUvI, OM ~"~al to 'the Orphen,' Court. ADHJN- ISTAATJYE CORRECTIONS, Factual error. di.covlr.d on this a.......nt .hould b. .ddr....d in writing tOI PA DepartMent of Aevanue, Bur.au of Individual Tall'" ATTNl Po.t A..e.....nt Rlvlew Unit, Dept. 230601, Harrisburg, PA 17128~06D1, Phone (717) 787~6fj05. S.. pqa 5 of the booklet "In.truction. for Inhflrlten-:ll Tal< Return for. "'''etent Dlc.dlnt" (REV~1501) ~or an 'l<plenatlon of adIIiniltratlvllY corrlotabl. Arror.. PENAL TV I Tt~ l5~ tal< 6In8.ty non-partiolpation p.nalty i. c~ut.d on the total of the tax end inter..t ......ed, and not p.id beforiil January 18, 1996, thfl fir.t day IlIfter the end of thfl tax une.ty periOd. Thh non~p'rt1aipaUon penalty h apptalltbla in the .... .anntlr and In the the .HI U.. periOd Ill. YOU HOllld appeal the tax and int.rlst thet hili. been a.....1d IlII indioat.d on this notioe. INTEREST I For date. af death on ur aft.r lO~3-91, P~n.ylvanla E.tate Tal< ba.ad on the Federel E.tata Tal< return beoc... daUnqu.nt .t the Illpirat10n of nine (09) .cnthe frClll the data of deftth. Far date. of death prior to 10-5~91, P.nn.ylveoie ~.tat. T81l baled en thfl Feder,l e.tata TllIx r.turn bec~ell delinquent at the e"pirlllUon of .hIM..n CI8) .cnth_ frotl the date of deftth. Ta,," which b.c... delinquent b.fore January 1, 1982' be.r int.r..t at the rat. of .1" (6:0 Ptrc.nt per In~ c.Jeulated .t .. dally r.t. of .000164. All te,," which becell' d,1Jnquent on cr .ft.r JltnUftry 1, 1982 will bMr interut at . rate which wUl vary frOll calender !Il.ar to calendar y.er with that ra~a announcad by thtl PA Dep.rt..nt of R.vlOu" The appllcable inter..t rat.. for 1982' through 1999 erel Veer lntere.t Rf'lte DniJy Intere.t Factor V.ar Int.re.t Rate Deily Int.ra.t Faotor 1982' 2'O~ .000548 1988~I99l 11% .000501 1985 16~ .tCl0418 199' 9~ ,000247 I.... 11i: .000301 1993~1994 n .000192 1985 13:( .000356 1995-l998 'X ,000247 ,... lOX .000274 199. n .000192 1987 .X .0002'47 .~lntare.t I. elllloulet.d e' folJow., INTEREST . BALANCE or TAX UNPAID X NUNBER or DAYS DELINqUENT X DAILY INTEREST FACTOR -.Anv NoUo. lllued llIi'ter the tal( beeDII.. dellnquent wll1 ran."t an Int.r..t ealoulaUGrl to fift.." (151 GlY, ~yond tht dlllta of the .....lHnt. If p.~nt 11 Mdcl ..fter the Int.ra.t CoaputlllUon date 'heWn On the Hotlc., additional int.r..t .utt he oaloulat.d. NlI'OSE Of' NOTlCEI To fulfUl the requlreHnh of SeotlOf'\ 214' (b) of the tntMlrJtence 8fK1 ~It.t. T8M Aot, Aot 21 of l"~. (72 P;I. s.o'Uon 9145), PAMt4Tt IMtaoh thot t9P portion of thh Notice IIlf1d tutntJt with your pllyont to tlWI Register of NUt. printild on ttlll ".V.r.. .Ide.. h MIk. ch4tct< 01' 1tOtMI~ ord8f' f111'1tlblCl tOI MEOISTER OF MILLS I AGENT. REFUHP (CR) I A I,.fund of I!I tal( orodit ..ay bll requested try co.phlUng an "Applioation for R.fund of Penntylvtnln Inheritance and f.lh,t. TtlM" (REV..1313J. Applications ero Ilvalhble IMt the Office of the Reght.r of NUh, My of the 23 Revenue Dhtriot Offioes or frOil tho nepal'teant'!! 2(.-hour ans"wring .ervl.c8 ~n for far.. orderinol In Panfllylvanla 1~60lJ~3f,l-lOSO, outr,Jdp PennllvlvlIlflifl emu wlthJn lot,RI Hnr'rhburg lire,. (717) 7&7-11094, lDDI 1-800-447-3020 (Sendoll for tftXP(IIYIlr& with speoial MltrJng Rnd sptlatling needs), OBJECTIONS, Any pBrty tn tnt.rut not vethf10ct with tho .uGullant of h...: as shown Or'l this noUte _ay objtct withir. lhety (60) daYIl of r4lcBipt of this Notice b.Yl ~"wrHt'n protest to thv PA ~purhtont of N811Inn., Board of Appeals, Dept. 281021. .lllrrhbUrg, PA l7IZa-IUI, OR ~-.I.cting to hava the .",Uer deter.illlHI at audi t. 01 the parsonal r.pr.lJlfntative, OR ~~app'lBl to the Orphans' Court .IMUN~ ISTRA TlVE CORRECTlONSl FlKltu6l1 .rrorli dhcovorlld on thls 81l1ittllUlllumt IIhould be addrtlllllfd in wrltJng tOI PA Departllent of Rlvanutt, Rur..u of Ind!vJdUlll Taxes, ATTNI P05t AlII8fis.ont Rlvllw Unit, !lept. 280601, UlIrrhburg, PA 11l28~0601, Photlfl (717) 7&1M6505. Sae page 5 of the booklet "Inctnmtlons for I,\tlflr1tallr:Q hl< Return for II R..ldant Dee.dent.. (REV-ISOl) for an 8lCpl""lltlon of adllt"i,tratlvely C(lI'rect8bltl IHrors. PENAL TV, The 15% tal< lHffle.ty nOIl"partJlJlpltUOfl p"llalty is to.puted on thfl total of tho telx Bod Intoralt ......IId, ttnd not patd before JltOuary 1ft, 1996, the fln;t day aftar tho end of the tal( ..n"'lit'! period. Thit non~p.rtlrJtpaUOtl Pltft.l ty 11ll epp.al..ble in 'thll SlIlifl Il8nnar and In the thfl 5111111 t IllIa ~.r Iud "II YOU would IIfJpIl..l tho hx Itnd 1nt",r..t toot hat ....n .."e"ed a, indicahd on tft!" notice. INTERfST I Additional Paf\OlyIvenl.. f..tah Tel< flllelud 8:i I. result of , I1hllnllQ on the FerJerai f..t.tlil Tax ololing l.ttar btlCOlHtI dllJlnquent at thll explratton of (lntt (I) 1I0nth trOll the data the fAnal nottr.e of the ,lncr.lllHt In fader.l fIIt.to hI( Is rllo9Jveu. '11(.' whioh bIIoltltlf dellllqUltnt before January I, 1982 bear intlllrllllt at th. rftt. of six (6i:) parcent per lM10UII a"loul.t..d at . lttIlb rete of .0001611. All t!ll(U which bac... dllJ tnquent on or aftlllf Joouary I, 19ai! will bttar tn".,..t .t a rate which will vary frOll 'lla.lendar year to cahndar yell I' with that r.~e announcon by the PA ~.rt""t of R.vltflUe. The IIPp1JCl.hle intlOlr8llt rot.s for 1982 through 1999 ara: Y!!!: Intere.t Rlltll DailY Intarut fflotor ~ !!'tflrut Rete l1aUy IntllruJlt rector 1982 lOi: .ODOS~8 19a8~19?1 Bi: .000301 1913 16% .000418 1991 9% .0{l02'41 1914 11% .000301 1993" 1994 7% .000192 '90S 1];: .000356 1"9S~ 1998 9F. ,0002'47 1986 10); .0002'7'1 1999 7'1. .000192' 19117 9X .000241 --Int_rut it calculllt.d as f011o"&1 IHT8REST . BALAHC8 OF TAX UNPAID X NU"BER or DAYS D8LIHQUENT X DAILY lHTEREST FACTOR ~~Any Notice t..UIId after ttt. hx baoo_. deUnque'lf.: wili refleot en intar",t oelouilltion to fiHean CIS) M~' b.~ond the d.t. of the aV".f.ent, If pay..nt is lIIad~ aftor the Interelt Clo"Jutatlon dllte shown On the Notice, 8l,lditiOOlll intlre.t IIUlt be calcuJ"t.d. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVI~UE BUREAU Of IN~IVIDUAL TAM~S l\lftEfiHAHCE TAX DIVUIOH OEPT. 210110. HARA1SIURO, PA l712e-'&01 NOTICE OF INHERITANcE ,.AM APPRAISE"ENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESS"ENT OF TAM DATI! ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN WILLIAM P LINCKE BEATTY ETAL PO BOX 901 MEDIA PA 19063 10-19-1999 REOOIE 06-04-1997 21 97-0515 CUMBERLAND 101 AMount R.MIUod 0- E-, '* "V.I'41 II 01" (0.191 FLORENCE E 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: is4'i-ix-AF;'--fiif:m--Noi'I'ci--o;;-i:iiiiiiiii'ANcE" T'Aitxpp RXisEjjEiiT~--Ai.rciiiAiicE-O-Ii---___---__n---- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF REODIE FLOREi'lCE E FILE 1'10.21 97-0515 ACN 101 DATE 10-19-1999 APPROVED DEDUCTIONS AND EXEMPTIONS: " ~. funeral EKp.n~.s/A~. Coets/Hilc. Ex~... (Schedule H) 10, Dobt.l"ortgM~ Llobllltl../LI.n. ISoh.dul. II 11. Tobl Deductions 12. Net V.Iua of Tax R.turn IS. Ch.rit-.ble/Gover,..ot.l Bequ..t.; Non".lect.d 9:\13 Trust. (Schedul. J) 14. Nltt Valu. of e.t.tllt Subject to Tax TAM RETURN WAS I (X I ACCEPTED AS F1LEIl RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED-VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..I Eltoto IS.""dul. Al 2. Stocks and Bonds (Schedule B) 3. C1o..ly H.ld stock/Partnership Int.r.st (Sohedule C) 4. Hortg.v-&/Note~ Rae.lv.b1. (Sch.du1. D) i. C.sh/Bank Deposits/Hille. Parsonal PropMrty (Sohedul. EJ lI. Jointly Ownad Prop.rty (Schadule f) 7. Transfers (Schtldule G) a. Tobl As..t, If In a~ge....nt was i.sued previously, lines refllct fiGure. that include the total of abh ASSESSMENT OF TAXI 15. A.ount of lh... 14 at Spou..l rat. US) 16. AMount of line 14 t.~ab1a .t line.l/Cla.. A r.t. (16) 17. Aaount of line 14 t.~abl& at Coll.teral/Cl... Brat. (17) 18. P,..inoipal Tax Due TAX CREDITS: PAY"EN'! DATE 09-04-1997 03-04-1998 NOTEI RECEIPT NUII8 E R AA242220 AA269820 DISCotlNT (+) INTEREST/~EN PAID 1-) 1,150,00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, IF TOTAL DUE I CHAHIlED III 12) (3) I~) IS) (61 (71 ,00 467 .88'L.l~ ,00 , .00 67. 336, 54 63.744.63 ,00 la) (9) 1101 48,761. 27 1.829.47 Clll (12) (13) Il~) HOTEl To in.ur. prop.r credit to your account, subMit tho upp.r portion of this for. with your t.. pay"""t. 598,9"1!.:!l ~n,~90 74 548,380,17 381,304,82 167,075,35 14, 15 and/or 16, 17 and 18 will returns I.s.s..d to date. .00 M ,00. .00 M .06. 167,075,35 M ,15._ Ila) A_ PAID 21,850,00 2,061.30 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ,00 ,00 25,061,30 25,061,30 25,061.3~ 'OED ,00 ,00 COMMONIIEAL'rH OF PENNSYLVANIA '* DEPARTMENT OF REVENUE bUUAU OF I.mIVIDUAL TAMES NOnCE OF DETERMINATION A"'~ JHtERITANCE TAM iHYlSlON ASSESSMENT OF PENNSYLVANIA DePT, 1:10601 ESTATE TAX BASED ON FEDERAL HARRJSItMtO, PA 111za~0601 ESTATE TAX RETURN UHf! u ~,~ m.,'O DATE 10-19-1999 ESTATE OF REDDIE FLORENCE E DATE OF DEATH 06-04-1997 FILE NUMBER 21 97-0515 COUNTY CUMBERLAND WILLIAM P LINCKE ACN 201 BEATTV ETAL A-'"t R..1 Hod PO BOX 901 MEDIA f'A 19063 MAKE CHECK PAYABLF AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 HOTEl To in_ur. proper credit to your .ooount, .ub~it t~ upper pbrtion of this forM with your tax p.y..nt. CUT ALONG THIS LINE ... RETAIN LOIlER PORTION FOr. YOUR FILES .... iiiV' =4iij--iiic--AFiiTo'7:.-'j9j----- iii-iiofi crCij:- -Jiiii'ifRM INAi'i:"iiti-AiiiniifsiiiiiiiiEiiY -- ------ --- --------- ..- - ----- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF REDD!E FLORENCE E FILE NO.21 97-0515 ESTATE TAX DETERMINATION ACN 201 DATE 10-19-1999 1, Credit For state Death Taxes as Verified ,00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 23.911.30 3. Inhe,.itance Tax Assessed by Oth"r States or Tarritories of the United Statas (Excluding Discount and/or Intepest) ,00 4, Total Inheritanca Tax Assessed 23,911.30 5. Pannsylvania Estata Tax Due .00 TAX CREDITS: PAVMENT DATE RECEIPT NUMBER DISCOUNT (t) INTEREST/PEN PAID (-) AMOUNT flAID TOTAL TAX CREDIT ,00 BALANCE OF TAX DUE ,00 INTEREST AND PEN. ,00 TOTAL DUE ,00 elF PAID AFTER THIS DATE, SEE REVErtSE SIDE !IF TOTAL DUE IS I.ESS THAH n, HO PAYHENT IS REQUIRED FOR CALCULATION OF ADDIrIONAL INTEREST, IF TOTAL. DUE IS RHLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,) Flu;. Flc., (,I '98 SEf' 16 P 2 : I 2 ('Ie' .In:,. r:vmb ill 1'1\ flURIlOIIE Of' fr40TlCEt 10 fulfill the requlr...nt. of &totJon 2140 of thl Inherit.nol ana E.t.t. T"~ .lot; Aot 21 af 199~. (7~ P.S. SICt10n 9140). PA~HTI n.taoh the top portion of thb Notlc. It\d ,ub_1t with your '''YMnt to the Y;liaht"r of Willi pr\ntld on the river.. dde. M~ Htlke chtck Of IICln1Y order Plyable tOI REGISTER Of' WILLS, AGENT, REfUND (CR), A rlfUfY.i of . t8x credit. which Nal not requ..ted on th_ tax ,Iwrn, .ay be rlquuhd by cOItPleUng 1m "AppllolUun for R.fund of Pcnnsl/lvlnla JohlrHllncl and Est.t. Ta)(" (fU~V~1:513), Applications are ftvaU,bb at thl Offiol of ttle Regilt.,. of Wlll1, any of the 23 Rlvcanoe Diltdet Officn or bll oalling the .peelal 24~hour "'M.rlng ..rvlo. ~r. for for.. orderlngl In PlnnlYlvanla 1~800'362~2050, out.lde Plnnaylyanla 8nd within 100al Harrisburg are. (717) 787~80q4, TDOI (7171 772-2252 (HearIng I.paired Only). OBJECTIONS; Any p.rt~ In Inter-..t not Rathfied with the appraise..nt, allowanoe or dhallowenoe of deduotion. or a.....IMn'( of tax ClnolucUng dhcountor lnterut) .. .hown on this NoUce .ay obj.ct !.'!thln ,hcty (60) da~, of receipt of this Notloe by; uwrlU.n prote.t to the PA D.part.ent of Rev.nulI, ftoard of App.ah, Dopt. 2&1021, tlarrhbUrg, P^ 171211-1021, 01 --electing to hevethe eatter deter.lned at the .udlt of the aocount of the per.onal rapre.antatlv., OR ~~eppalll to the Orphan,' Court ADMIN- ISTRATIVE CORRECTIONS I Faotual errors dlsoovered on thh ...."..nt .hould b. addr...ed In wr'IUng tOI PA Depart..llt of R.v.nut, aure~ of IndivIdual Taxa', ATTN: Po.t A....s..nt Reviaw unit, DEPT. 280601, Harrl.burg; PA 17128~0601 Phont. (717) 767~6505. S.a paga Ii of tha boDj(;lat "Inltruotions for Inheritanoe Tax Return for 8 R.,ld,rt D~edant.. (l~EY-150l) for an explanation of adtllnistraUveh oorr.otabl. errofl. DISCOUNT; If Itfly tax due is Plllld within thr.. (3) tlal.ndar Ilonth, aft.r the datl.d.nt', death, II flvo plJroent (5:0 disoount of the tax paid Is allow.d, PENAL TV f Thai lSY. tax ~aty non-partiolpation penalty 11 oQltPutad on thft total of the tax and Interest e......d, ."d not p.ld before Jenuery ta, 1996, the flr.t day aftar the and of the tax uoe.ty p.riod. filII non-partlcipaUon Fenalty I. .pp..leblM In the .... ..nn.r and In the the .... tlM. p.rlod as YOU wnuld app.al the t.~ and inter..t that h.. been .......d a. Indlcat.d on thh notlca. INTEREST; lnt.r..t i. charged beAlnnlno with first day of dellnquenoy, or nine (9) ~nth. 6nd onn (I) day frOll the dah ot death, to the date of pay.ant. Tax.. whlch b.CM. dtillnqoent bafora JanUIlry 1, 1981 bear lnt.r..t at the rat. of .l~ (6%1 perc.nt p.r annu. oalcul.t.d at . dally rate of .~OOI64. All tax.. which bac... dallnquent on or .fter January I, 1982 will b..r lnt.r..t at . rat. which will vary frH calandar year to calend.r y.ar with that rate a,Ytouncz.d by tM PI. Dtpart..nt of Revenue. The IIPPlloebl. Int.raot rate. for 1982 through 1998 .r.1 Y.~r ~..~ Dally lnter..t factor V.ar lnt.rut R~ DaUy lnteralt Factor 1982 20% .00(15411 19ft7 OX .000Z47 1983 16% .00043& "'9I1a~1991 m .00030\ 1984 11;:: .00030J 1992 9% .000247 1985 13% .000356 1993~1994 7i: , 00019~ 1986 10% .000274 1995~1998 9% .00024" ~-lnt.r..t 11 oalcul.t.d .. followll INTEREST. BA:'ANCE or TAX UNPAID X NUKBER or DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notloe I..ued If tar the ~.x b.co.a. delinquent will raf1aot an Intoraot aaluul.tlcn to flf~..n (IS) d.y. b.yond the dah of the .".....Ilnt. If p.......nt Is ..de after the 1ntor.st cOllputaUon date .hown on the Notlc., .ddltlnnal Interut IlUst b. calcuht.d, . . STATUS REPORT UNDER RULE. 6.12 Name of Decedent 1_ f/or<t1c( Date of Death: ~/lf / '1 " , Will No. )1-q1- DSfL ['. ~ecPd/c.. Admin. No. /117 -OoJ-/~- Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estatet L State.~hether administration of the estate is complete: Yes-L No__ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete I 3. If the IInswer to No. 1 is Yes, state the following: a. Did the personal representative file a final ac~ount with the Court? Yes p( No __' b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes_____ No d. Copies of receipts I releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. ~t~ q. ~~~ Signllt.ure \')thni A, S()fGt n Nam~ (PI~aseLtype or print) rlJc. /j(.\-Nl . . . h S+-. AddresslJj.L <,.+ r-H'r' fJ.} i93fO ( ~dOO Te 1, No, Da te 1-5./4-Ql; "- '-' "1 'OJ 1;1) C:" t.~ t-~ t:C I ..l~ 0:> .- ,/ - >0 le ':\.1 " .0 lU~ Cd ~ Personal Representative Counsel for personal represenUti ve <~ 8 ift! ~a: 8 . CapacitYI (MAH 1 rmfl AM3) " I " 'I II "j_, IL" , ""1 'I J .'1 '. '0 . ~ I , , I , I , 8:: ., C"'1'" Ul:: I ~I.~.: 10] fI~ co' ;');' "I,.: 0; Ui :j .~ , C"-''';' ~, ~-< .::J.c-,-, (',1;'- ~SJ "' [I ~~ h'D ,) .~ fi.i.: o.~f (l..j ~ ~ ~ E .... ! ~ ~ ~ ~ u z ~ "" rl j ~ ti -1l ~"-1"-< Vl . ~g~ (/)HH ~gC;j [;!<.J<J