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HomeMy WebLinkAbout97-00541 Oath of Personal Representative Com_wHlth of Ponn,ylv,nl, County of Cumberland The p.tltlon.r(t) abov.-named swea,(s) or _"Irm') thai the statements in the 'ollgolng Pelltlon are t,u. ,nd cOllocllolho b.sl of Iho knowlodgo ond boliof of Polltlonor(s) and th01, .. parsonol repra..nlOtlvo(s) 01 lhe Oocodont. Pol~lo"'f(S) will wolland truly admlnlsler Iho ..1010 according to law, Sworn to or ..fflrrrwd and subscribed boforo me this 26 t ~ay of 19 97 ...../)4A_ if . 'I '.. C:' 'II"" .Ay)) !rItI~ /.. I . ' For tho R09Istor,J",)/,!,.! . (~I Ax11 (j /i /1 . 'i , /7 /,7~ ~. t1--'./',_/(A:'~..,.,,_ / J-c~ f~i /? , / <='/ '. jj('/A>L . No, 21 - 97 - 541 Estalo 01 Galen W .~ar Social Socurlly No: 190 - 26 - 6974 Oa" 01 Ooath: 06/20/97 Deceased AND NOW. JUNE 26 , 19 ~~, In consldorallon of the P"tltlon on the rlyers. side hereon, satisfactory proof having been presented'before rr\fl, IT IS OECREf,O that LollO.. []) Testamentary 0 01 Admlnlslratlon (C."II" d,b.n.c.t.a,: pendente lite: durante absentia; durante mlnorltate) oro hereby grantod 10 Galen William Bear Edward S. Bear In Iho abovo .stato and Ihat tho Instrumentls) dal,d 08/0B/B3 07/07/89 doscrlbod In tho Polltlon bo admlllod to probot. and filod of record as tho last Will of Oocodont FEES leners . $ ShM Cortllicalo(s). $ Ronunclatlon, $ Affidavits ( ). $ Extra Pag.. ( 2 ) $ Codicil. ' $ JCP F.. , $ Invontory, $ Other, . $ r; (":, ,- .-. .~" I.' -, ~/I .-1 :! '/,1'-'.' ~. hi ,;, 375.00 21.00 lee... Rogl'ter 01 Wills MARY CLEWIS r~) Attornoy: I,D, No: 27752 6.00 Address: 13/1 Sipe Avenue H~~town PA 17036 10.50 5.00 Telophono: 717/533 - 3280 TOTAL, $ 417.50 Pnp.rld by the P.nn.-;I\I."I. B.' As,ocl.tlon Copyright (cl191J6 form .ollwll. only CPSYII.ms, Inc:. Mailed letters and order tD attorney on 6-26-97 "0, Form RW-' (1191) ''-1 V ,,,,,., 'l'his is IlllNlIh' that till' itllorlllllllllll 11\'1l' !',i\TIl i\ \.lllll'((lr iiql\t'd lllllll ;ll\ llliglll,d (Tllilk.If\.' III dr,nll dIlly filed Willi I'\(' ,1" l.oC;III{<'f'lbtr.ll,'Thl' origini!! cl'llililiHt' wi1l1H' IUIW,Hdt'd III dll' l.,\,1Il' \,il.lllll'lIHlI.., lHli\.l' Illl Pl'IlI\:1l1l'111 lihlq'" WARNING: 1\ 19 IlIogolto duplicate this copy by photoutal or photograph. No. 'lii"iJ'iif;'i/<i ;,;i,ii'l~~\.'~\ Of riJt\'.'._ ""''''''...~' ...~.r."'..."~' II! ~' . r.~ ' ~ 1.-': ,., : , (, ,'; * '. ,"- .' . \ <:2\~'~. .' ,. _/~/ \~-.- ......--~"\\ " :l"MENl ~\ ~',ct ~tl!.l[Jil1JJtu1~!~ ') S'" \ "J. , " Q c:\ \JJ..Jl....JL\AL\'<\ 'J_"Mll4Sl~- \ LiILI\ l~t'f-',i~tli([ , h'c jlll- Ihi... n'llith.\l(',~.I,{Jll 4260282 JUN. ~2 4 1997 __.____.~.m~.."~_~+--~~._.~_ ~.,-~~----_.~.~'_.--_._~~. Dali.' ."o~ IIJlih I'll 10 OOMMONWEALTH Of!' peNNSVLVANIA' DEPARTMENT OF HEALTH' VITAL ReCORDS CERTIFICATE OF DEATH ,IIIH1 , ~H.N1 ... 111~1I DLelO N ,r'M II""'. ..., I, aalen W, Bear 10 ill. '''''''''1 U III ~ -'JIl 87 ...-. 0,,, ~" _1_ , ,~ f~11 "'",.,... L. r.rTY~lw,c#nE~11l OAffNllllnti I~l,ettrh _, '~1 tl'~.ACt 1C(y 1"<1 dt't r ~~",8"'''''11 '^ ,tAT"'U~lJ""llI u~ rW:iA,nCUAITYIlVI,IIUIl ,. Male ~ 1~0 _ 26 _6914 ".Atl 01' Ol!~NIr.~K'''''''''''' _..,. "'.,,""......I.OIQII'ootf_1 "'oiii~-.-- . 'nll.'.....IIJ(~',...[j ~,~ri':"~r. 'l'~~1 ~;:",[] ~I C~rl\!de A!.A..........'......n ,wr...oIC l!~.,f,\ \'lhite . ~__~'-:!l!..~_1l!1~.~.'~.'!.!J~.!l,l:O:__ 1,I.j'~~:::,~~~ 'VIM\'lNO'~:V: nl..ltM"'__1 p".lllllnU , II(IlIAljJlIE [J1M..._Md ,,~I:::tl"'II'I!_"".'IIl_ ...oTl~nll~~(l"~t~\(ter"_1 - , '" OIU"~I'SI,IAUoj()'OOAU.5l!U"'C""r'_,S1.._1.p~"","\ 60-, I'enn Ayr Rd., Calllp Jl1J., PA 1'1011 '1~((jfom~o51100N PlA<:EOI'O",oo I \ON < N..,;;'lIlc.",,,.,,,,I;I,,,,.lot'j ~ Afl N.c"tI,-,-:!iiii'TcilO; <",,"1~ flt<......l o,()~,,'I.n rl Juno 2"l, lO(d Plainfield Ch of God Cern plainfield, PA . . - )(.11 ----ftC~U~~- -riil,ll.(H!)AOOllf!).$01'ACllifV Il\l~ , e:----' . __. _llll,-~~~I'IO-t. __~lnL 7.19 North Hanover: Street, Carlisle, FA 17013 , 10<'" .f...'...... ~~.,t".I."'.<J1It."plllll''')!? ,ICf'i'ENUI,OeEA O~ I """""O'''!'t ['wl-x-et'..c 11.t? t!fJ-051Y."';'-<-- '"~O";~UJ''1Z- 111,1 on' . --f~Te~'lCN iNcroOiiii':r.;;:;; 0.,""'1 "",,!CUEIIEHnn&01'(HIIOIC~l'.A""NEIlJC: E 1 ' _ "-'.iLk__->L1IL-___9 " w ~ <rJ... ~ lit' ~O 1 II,~' .' ~~\.;~~o~"<~~~;:'~:~~~""'~'..II.,..'~n<~rM"""""'.." t)o""I,"!I,<"'_"~i<Pr'Nl.""'"I\~II"'I(()/I'I()I'~I<l"lI"'lIl~tlll"'''II',,,,,, l~=~:':"" ~U11I, C;:':.::~:--:u=::'-==:;~~ ~' \~-~ ._______A~Jc__-;;::~2i'2..______,_________ :y"",S __,9, "k,l~sr-=-"' --------1' 0IJ!10100~SA(("f~I')lJi~,('.t()l"F ~)I :u--:. Q \: _ ---OOiiO-,i'iiliOi7'iiWoiii"'W,'" ..,______________m-----r-_____ _frr~~Q - - -:d,Q;-""~---i ---DUfi6;0t1-;:~:i:c0iisfQ\ifi;aij.l.. .....--~----_.-~--..-~.~- ------..------.. j 4 . _____...,,'_.____~__.._.__..._,.._._...__~~_. L I W1'lIl.umflsY"IIOI'1OS l,IAIlNI"01C1tA1'1..----.-----O~1I0flN_)Ulh 1t"'~O~INjUAY IN.jIJlly,(l.....:lMJ O(\CfllllE'tCH/'f1NMOCCUIII'i"O I <"(It"" o.~ ........! ~:;:leg.6:;':l~uu ~. r..J -\ eo, ot~T>j' N,,",II t.... "<)IT,.."" II<""'"'~) P'M'~I""""lll',":":J V" [] 'loU '..'] '..1 1'lt___.._.____._II/t.______.~;... J!'U--- ---~ Il!f -.---~--'-...'1' ,,,.."" C."iklr.jI~i!t'..""~'" . ~\AC! n, IIiJ1IAY. "..."'. !"".III"'. '.(10<'l,~~' lOCIl1KlN.~~... ({,I'"".. ~,., tt..;~..<:Sf.U,1 1I11'1~::; -....-----~--.~ ~-." u._____~__...___._.~~_.__._____ ~lml~llJAH.~40I'I~ 'ifMl1Irnrur-. j .~:~~:t::~~:::;;'~~':;~'~~:;;.'~~': ~ :.1~~:~:~1;~r;:.;;~~~,.:; ;1~1~~""''''f;' <'''~ ""1 c<,,,~,,""".I",')' .t1l +J. ~J ~~NCt,i.lii:A,--~~--;:::-- o...nt~Nio.;i.i..-. Pt,....IGC--.-~ .'IIOMOUIlt!~AI<OCel'lfl'~<NO'lIY1I"JIAN""I......O"'-t',"'."_..~r"l'lu'"l..J,."'~..ltO';."".".....!. I"P' ;.17..' I~. -TiJ Ie 2.' ,/L fa ",. _I I''''W l.....l''''', 4UI~ "'l(U"" " j~. l""l. dll.. 1<I4,'t(I, ''''' ~u'IOI", """1.,''''' "'1M" II 1'11t4 L l 1t___ __C!_ u~..~.~.~_~_~..._,.. l!L_.~~__m':-rL_---L-_._ NAft41 ANOAOCI>IHOI PEASmf~fjOcO...P,'i:110cAjJse Nouhl lH""'111111>t0lPlin' Steven L. Hatleberg MD 'I [1 nMC, 850 Walr.ut Bottom Rd. " callJ.llla",...l'A,.J.l.QlJ.--------l O~H ":(tH""~'" ill, '~"I __.__~~LL1;l,LllOI _ ,~__ll~.3,__I~\n.____________ . Greenhouses 0I1;i'iii'N'IT'" ACllJA~ AU'OIOCE ,*",.,uc<QI'-t MO......"".1 111. Sl...~._____._________ 0<1 "'.... MU '''''"l''''' Cumhe r 1" nd c~i If'I_COOIlft_ \PO'I~ ~"""(,I CI."'I.r>IlU n.....yllt''''''sllr.[) ()fI<Il'~"O:',~_______ .... _________ --..i.l .~> [..I 'WIOICU!~."'IHIIIICOIlON(1I On In, 'UII 0' .1,,.,ln,lIoo tod.'o' 'n",,1I9'llon, In m. Opi~jM, d"'~ o~'u"'d 'l l~' II"". d~l'. .,\~ pl.(., "I<I dl" to In, elunl'llnd mlnn" ,,",!"'.. , .' ".." ' '" '" -~-Tc;l~ij;.,r.ni(I;4..mj"lirlT,[)~~~[i;-...-....n--.-~~..--- ....-----.. ( )' , ~.. ~~ \'<"\--- ._~,<W,,' r j:k~'''\'<S---,- " , ., 0 " , " 'I " l " , " , (, V ,', , , " I " " , I, , , 'I " V , , , I l r 1 , r \ ^ " " , , V , " I, , " , , ., r I' V C " , I, I' I' " , " I> " , " , , " , , '. " 01, ::/ " ., " , '.\ , " ::11 " .. " " , " " '.'I , " 1 , , 1 , 1 'I " " , " " " " ,. II I 1'1 {Ii' ., , II ,. I' ., II .' ^ '1 1 " ill " , " , I, , , , I , , , ., ^ ,', v , I " " , " ,\ , A , " , " 'i " la$t Jlill a~ Q}t$tattttnt I, OALEN W. BEAR, of R. D. 9, Box 716, Carlislo. Cumberland County, Pennsylvania, do make and pUblish thio my laot will and testament, hereby revoldng all wHls heretofore made by me. 1. I direot my executrix, hereinaf'ter named, to pay all my just debts, funeral and administrative expenses as soon as conveniently may be done after my death. 2. I give, devise and bequeath all my property, real and personal, to my wife, Edith S. Bear, if she survives me for sixty days. 3. If Edith S. Bear does not survive me for a period of sixty days, then I give and bequeath oertain articles of personal property as follows: A. To Oalen William Bear: (1) Tool chest and all the tools therein, (2) Sawbuck walnut pie table (JaCOb Stoner), (3) Rosewood chair with needlepoint, and (4) Walnut drop leaf table. To Edward S. Bear: B. (1) LIncoln rocker, (2) Wig box, (3) Mahogany wall what-not (W. A. Stafford) with the articles thereon, and (4) Walnut side chair with needlepoint (Smith). C. To each of my grandchildren, living at my death, the sum of $1,000.00, D. To the Second Presbyterian Church, of Carlisle, Pennsylvania, for its scholarship fund; 5% of my net ACI<NOW1,EDGEMENT AND f\FI~Inf\Vlrr -- - We. Gf\l,I':N W. m:f\H and Sllf\HON 1.. ;JCIIWfll,M 1I1':'I'Z I fI, MOHRWON . , the tcntator nnd the wltne~aos, respeotivelY, whose numen urc sl~ned to the forcrr,oln~ instrument, being first duly sworn, do herebY declare to the undorol.g!1ed nul;hority that the tesl.at()I' air.;ned fllld OY.(,cutcd the l.nstrument all ill fJ Last Will and that}", had 0 11,,11",l \d] U nf',ly, and that ile exeouted it aa IJlLl free and voluntary act for the purposes therein expreslled. and that each of the wi tnesses, in the presence and hear1ng of the testator ,signed the Will 8S a witneSs and that to the best of their knowledge the testat or was at that time e1ghteen years of age or older, of sound mind and under no constraint or undue influenoe. COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND - 7(l / _' A. , MORRISON ~h! ~vJ.~1JA.~-/ Sllf\RON T,. SCHWIILr~1 SS: Subscribed, sworn to and acknowledged before me by GflLEN W. BEMl and sworn to before me by SllflRON ]" SCHWM,M flUgUllt, 19 83' , the testat or , and subscribed IW:'l'Z T fl. MOHHISON · and , witneaaos, this 81? day of ,) cf2tu . -, th\; J i, ; ~ I I . i .' 1 ' i ~ \, !': it:' \1: ("i\j,ll:;l ~>mk:l. iV!,: i,\ .\~;il (',:llJiIIY MY LuMMI',:,llJN I\I',HIS IJCI 'I. l~e4 . . ACKNOWLEDGEMENT AND AFFIDAVIT We, GALEN W. BEAR, SHARON L. SCHWALM and KATHLEEN M. KENNEY, the testator and witnesses. respectively, whose names are signed to the foregoing instrument. being first duly sworn, . do hereby delcare to the undersigned authority that the testator s'lgned and executed the instrument as a codicil to his last. will and that he had signed willingly, and that he executed it as his free and voluntary act for' the pUr'pose therein expressed. and that each of the witnesses, in the presence and hearing of the testator, signed the codicil as a witness and that to the best of their knowledge the testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND -1h . ......b 1>>/J4&d W. B >&0(ll(~ (( ~l,/~~/( / ON L: SC SS Subscribed. sworn to and acknowledged before me by GALEN W. BEAR. the testator, and subscribed and sworn to before me by SHARON L. SCHWALM and KATHLEEN M. KENNEY, witnesses, this 1 r day of July, 1989. /; ~ / "I /' ~. Lt --'J (th.- ---'- .... .. , . "",",,,.,-- 1 ~ooeR B IRWII., NOTARY PUBLIC ARUSLE BOnOlIQrI, ';UMBERIANO COUNT MY COMMISSION EX~I"ES OCT 3, l:m Mcnlt'll3r, PCl1n~yi','3"hl A~';.7,~);'\~,.\n (II fJoluies 21 97 541 , ~ \Cl :0 ;n -.J !I:' (I\ (,.. {'''1 q t~ ~ L' N , Cl'1 , P ~ 'C!i: (P iF () )>-::~ .'...1 ;" \.-.1 , ~ -Do REV' HiOOE)( t(1.94) ~\. /S-If(7-/J c fOR OAnS Of DEAHl "HER 12/]\/91 CHECK HERE If A flPOU!iAL C ' .tD<!ill!lmQiJJMJaL.-, _-1.-__ FII.E NUMBER ~ , INHERITANCE TAX RETURN RESIDENT DECEDENT cO"'MF~xt.~~~~lMI\!tJtiUM.NI. (TO BE PILEC IN DUPLICATE H.RRlsR5~lJ,m~\2H,""ot WITH REGISTER OF WILLS COUNTI/COOE DECEDENT'S NAME (lAST. FIRST, ANO MUlUl.E INITIM.) DECEDENT'S COMPLF.TE "'00"E95 !loar Ga 1 en II. 710 Ill,', Sprl 11/\ Rood SOCIAL SECURIll NUMlJER DATE OF DE-.rH l)An OF BIRTH Nnwv 1110, PA .1 77)+1 190-76-697/1 06/70;]99; ~(]/;;l~O~ County Cumbur l.and (IF APPLIC.BLE) ,;;:jAv~;OU~"" (L.ST .F1R,~ioOL'INill.LllSo;;"-;;ec;;;;;;'; NU"'B~AM(JUNT RECEIVEO (SEE INSTRUCTIONS) __L 0.00 X 1. Original Return --u-z.-s;;p;;;,;;.;';;tal R.- ------- 3. ~nder Return 4, L1mitod Estate 0 40. Futu,elnlerest Compromise (fa, date. of. death prior to 12-13.82) (lor date, of doath oNe, f2' 1282) [R] 5. Fede,al Estate T.. Return Requirod [!II. Oecedent Died Te.tate [J 7. Decedent Malntelned a Living Tru't 1 I. Totel Number 01 Sale Deposit Bo,es (Attach copy o~~ (Mac~ of TlU5t) --:::-- ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE OIRECTED TO: n -1997 -05/,1 yEAR NUMBER c: A B Up ~O~ P S ------- COMPLETE MAIUNG AODRESS .JAMf:S, SMITH &. DURKIN 131. Slpe Avenue Hersho PA 17033-0650 None 657 ,906./17 None None --""l5 .113.61 N~M 32.00~ 705,020.03 C P o ~ N....~ R D Gro or K. Richards E E S N TELEPHONE NUMBER T 717 533-3280 1. Real Estafe (Schedule A) 2. Stock. and Bond. (Schedule B) 3. Clo.ely Held Stock/Partnership Intere.t (Schedule C) 4, Mortgages and Notes Recel't'able (SChedule D) I. Cash, Bank Deposits & Miscellaneous Personal Property (Sch. I. Jointly Owned ProperlY (Schedule F) 7. Tran.fers (Schedule G) (Schedule L) I. TOl.1 Gross Asset. (lotal Lines 1-7) 9, Funeral EKpenses, Admlnlstratl't'e Costs, Miscellaneous E'pen.e. (Schedule H) 10. Debts, Mongage Liabilities. Uens (Schedule I) 11. Total Oeducllons (total Line. 9 & 10) 12. Net Value 01 Estate (Line 8 minus Line 11) 13. Charitable and Governmental Beque.t. (Schedule J) 14. Net Value Sub'ect to Ta, (Line 12 minus Line 13) 15. Spousal Tran.lers (for dates 01 death aher 6-30-94) See lnstlutt!ons for Applicable Percentage on page 2. (Include 't'alues from Schedule K or Schodule M.) 1&, Amount of LIne 14 taKable at 6./~ rate (Include values from Schedule K or Schedule M.) 17. Amount of Line 14 taxable at 15% rate (Include values from Schedule K or Schedule M,) II. Principal I.' due (Add la, from Line 15, 16 and 17,) 1'. Credlt./Sp Poverty P,lor Payment. DI,count _0.00+ 35,500.00 + _1,868.42 - 20. If Line 191' greater than Line 18, onter the dlffe,ence on Line 20 This Is the OVERPAYMENT. [I) 0 IChock he.. II you .ro roqu..llng . r.lund 01 your overp.ymon!J 21. If Line 181s greater than Line 19, enter the difference on Line 21 Thl' Is the TAX DUE. A. Enter the intert>st on the balance due on Line 21A. I. Entor the total of Line 21 and 21 A on Une 21B, This I. the BALANCE OUE. M.k. Check P. .blel.: Re I.tor of Will. A anI . . IE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ... Un 0' P'''' , .. 0 por DOY, I ,,110 t ot "'"~ ...mln.d thl. ..turn. 1n<:IDdlng "comp.nylng "h.dDlo, .nd ...t.mont.. .nd ,. tho bo.,.. my knowlod,. ond boll". II I. true, - c.rroct.nd complot. d"I... thot.1I '0"""" h.. boon ,oporl.d .ltrDO morkot vol" o."...lIon o. p..poro, oIh.r Ih.n th. poroonol ,0pro..nt.II,01. bnod on.Il Inform"'onol whIChpIIP."rhn.nvknowl.dge, --- R E C A P { U L A T b N , (2) (3) (4) E) (5) (6) (7) (II (,) l6 ,411. 8~ 24.20 (10) 16,1,36.03 688 ;584."00 10,000.00 678 ,58/.-:00 (11) (12) (13) (14) (15) - ~x 0.00 , (16) 678,584.00X .06' /10.715.0/, (17) O.OOX 15' 0.00 Q (11) 1,0.715.0/1 c o ~ 1 N Interest 37,368./12 0.00 (19) (20)_ (21) ( 21M (2111 3,346.62 0.00- 3 .3/,6.67 - - - - " - . - - . - - - - . - ~ . - - - OATE 17Jf2Z- -- DATE Ikc 2 ( ('1?7 Po,;1'UD (Rev. 7.9~) ...-.........---.--.. Pago ~_ of J SAFE DEPOSIT BOX INVENTORY RSTRUCTIONS - III Calh. Roport 10101 only. -- . (21 Stock.. lill in dOloil ..ery common or preferrod cortlllcote, worrant or olher rlghll found In box. Slacks are 10 bo dellgnotod by nomo 01 company, cortificalo number. dale of co"illcole. nome in which Ilock II roglltorod, ond numbor of .hares and clolI of Itock. (3) Obllvallonl of U. S. Governmenl' Numbor of lIeml, dote of illue, foco .oluo, nomoI in which registered I and 'ype of owno"hip. i.e,. join.ly hoid, poyoblo on dOOlh, otc. (4) Bond.. DOlignolo by nome. omounl, leriol number. or Olher dosigno'ion. (8eorer Bondi) (5) Bank and Savlnlll and loon Passbooks, 51010 nome of dopalilor, number of book, 10Sl doto appoarlng in book. nomo of bonk and bronch, and balonco. (6) Jowelry, Colnl, Stompl, Manulcrlpts, olC' lill and descrlbo 01 fully 01 paSliblo. (7) Dood., Mortllallos, Curront Insuranco Policies or other ovldonc" of indobtodno.., lilt and dOlcribo 01 fully 01 pOlllble. lal All othor content.. ITlM ITEM DESCRIPTION NO. ./ .....-:. -, - r <:"I..~ dol/c."... - ::>- //AI ~J~U~ Lt. ..-< dru- -....-c, t. .-r """ ..I, /.... " (J '-- . I -- -- - , I CIRTlN UNDER "NALTY 0' PERJURY THA T THE AIOUE RECORD IS PIUON RECIIVING COpy 0' CORRICT AND COM'UTI TO THS lIST 0' MY KNOWLEDGE AND IIlIE', SAPE DEPOSIT SOX INVENTORY, \:~t, j1~~A /'~-A~ - -- 'AM ~ ,OINT HAM. .N" .n." ..,.,,,.,... 10. mow, t." eH,e. ""0""" 10" Db....'.'!...) DAdtoIol.~lIfOt\'i'l o ella't bp,.Mft,all.,. 0 Jot'" owMt of ~. dlpo'" bOJl NOTa. Attach additional 1'10" . 11" sh"l II) If noc.....ry or UIO dupUc..t.. of this palle of form. \ ;llh~ ~ ~~~ -~=8; U;on~... ~ I I ~ f""f"tf'I ~ th I;l i ~ , , tlj:15 .S 8 8!::!!::! ~b.!.~!! g~~i i ! i I I I i 0(01)0 ..Ill.. 0 ~jUUUUI.;' , ' I , o~i 3~ ~ o:E' ;:;~-:]~ j ~~ ~~f! ~~i~~~t ~ ~~i~ !g)!~!~ ~;;:Je><~ ~tl t ~~~5S ~ ~ ~ ~ 0 "~O(QQ .- " ~ tha ~ia ... N C> .H tl. i - ~~ ~t ~1 ~i Juu ~tIl j~jIJ~ I I I I I '" '" ~ug ~~ .. ~ ol> ~. ls:~",::a_ ~ ~ a~ ~ f ~ ~ ! Eff..E~ nvi .. :1 p; I .s~o!.sas ~.~ ill ~ - i! ~ tl ~ t:l Q ~ ] ~ Q e ~ ] ~ ~ .- 0( ~ d ~~ l ~(.")CQ I I I I I , U 0 ~ ~u~~ 8 ! ~ el :2 U~t:)Cll"'" ~i i :;t . , ,..,.,................. ....."'......... ~ - ~ '...... ~... ..' .~ .', ,.....-.. - r'''I.~I.~ 1'1., !\.In,nrW.Il11. wh'<lhftv,'" In 1ft '''' , m, . /Ill t;hl! ,'n~l, ..,' illY 1"'DI,,"'hV. t'....l ~no.1 p'1I'nonnl, bo ll/tlel' WU,Ilaln II,,,,,. ~'l(1 ".lw~,'(\ n, 11011.', "hll"ll nn.l ul,nl'II 111\1'0, tth.lol\lhly. II. Ilominata nllll allllolnl; !r.,I I th 11. 11,,~" n~ al<""clIb!'lx or hhlA "'Y last will nnll tonhllmellt. wHIHlIlt. thn I'M"'III,! ,.'1' M'Y ho",1. llhollld nhe dte berut'e IllY dRAt,h, t'fHlOUl1tlt' 01' l'el'unp. to "",'-VI? I'"t' fl"Y "Q~"Of\, Of' (".o;"'l .lonvlllg any or OlY ltntilto IIl1allllllnlnl.III'I'" , I ,,,,,"II1~I~ MHI Ilppolllt Utllc" WllllaOl Oeal' nnd llllwn,'d [1. Ilna.'. n" nuh,""I,lIl.n I'Xnclltol'. wHllollt hond, with the nOIll" IlOWPI'. Oil Ill'e ~,lvnl1 he""lll h) my ..xnout..l.. ~. 1 IHlp-gest that IlI,V pln"".lllnl I'PI"'n~"ntntlv" I'ot,.!n bhe A",'vlnnD or trwin, lrtlin & It'wln. CIII'lillle. P"nllllylv"nlo, "" "tho.'n"y" in I;llll n~~~lnmont or 'ny H~bntn. IN WI'I'NI~SS wm:iIEOI", I !lav" h"reullho o"t my "n"',' ,,,,,I celli ""ll1 /}~ '0 ""yoI' A"f!,\lBt. 190). _ ~1L'~". J~"~~rl:ivr,J.dlJSI",M') ~ill.F.W lJ"AI1 8l~tlod. n"aled. l'uhHshed alld deoI/t"(Hl hy 1.\,.. nbuve """",,, I;oe\;ato,', Ilnlen W. Ileal', nil alld 1'"" hla Innt will "nd ',ostnm"nt., in OUt. presenoe, who. 111 !llB preoenoe. at hl11 ,'''QIWBt,. .nr.' in t1u' "....oc"oo ur oaoh othst' hav~ hel'elllltd nuhuot.tllod OUI' nnmpn nit Bttn.1 Ins wHllon".". .__Jie:1t-(LM~-.. ,.~~J. L _~Zt. . '. '1ho "t'JIt..; -2- ...--..",., -.-.....~-..... '.r.y'...." '~ - L U U ' d ~OMd . and dQ~larQd by tho helator I.herlof, AC Rnd for. codicil 1.0 hi. IACI. wilt Rlld ta.lam.nl, In Iho 1"'UHllr.O I)r UIl, whll AI. h\9 r'~"IlH, \11 his prUOf\CI IlId III 1.1" I,,'o,ont.o of lOch IIlhllr hnvr ,,,b,~rlhad our n.moe .. wlt"'ttot hnrolll. ~~lh:.l...).:. Yl~t.!f."~~ ~#uJ-4~n'.-\ 60Kt10'll.l,IWr.lEMI~I1'I~..^.1-!1?d "FF 1l1~.V 1'1' CH,d WO, 0111,1'11 W, BffillH llllll110N 1.. SCIIWlIl.M Al'.'!'I',l II. M01\1n (lON , I'.ho \:onti'lt",., IltHI tho w.I.\:nll99e11s rOll\lllol:lVelY, WhOAO ""''''011I ,.\t'1l ~'l!'.,,~,l Lo the for(\I~l)II1l/. Inntrument, b.lnK rh'At duly AWO.'II, (\0 herehY rlp.t:'lnl'f;I I"" I,hp. III1t!nl'n1.p:ned nu\;ho"\, ty t,hn\: tho t.. II I:n to r' A I, (',,,",\ n \11.1 ., X"" ,,1,1',1 t,h" IlIn ", "lImll" I'. DO hlo LIIIII: W1l1 11,\,1 that hI' 'H"I "'l~II'J,t "'\ ",\Jlr~ty. nfl"~ ",hn\:. he ""ooutod H. nil "ll' fr'oll 1\11" volt1I1~Il"Y !lo\: ft,r ',ho l'II1r1'Ollflll thl'lt'lIil1 elepreI" IHI, nnd that Qoon ot \:ll. witn,u'A"", 1.11 tn.. pr..II""0" Itn" \>1.1..,-1111< of lh. '01.0''1'\:0'' ,o16nnd thn Will "n .. wiI:llnA" Itnd thllt to thob..t of lheil- l,nowhtllJn tho \:P.tll:nt N' wnn ot lho.\: tllno ei~ht..11 y.~r. of agn or nltlnr, nf ROUlld mInd and ul1dar no oonotrnIht or uJlduo lnrlunnno. ~{i,1 <<r,df2tVt./. W. rll':lIl1 -- ~- , MC'l1nWoN ~9"(b!:__a:0..d.. -+-j~ n IIIIWfl L. !:WIIW^L~l COKMONWEI\I-TII OF' rENNSYI,vlllU ^ S~l COllN'l'Y Ol" C\1MUl\nl.,^,1D SUbnadbp.d, 8W01'n to amI k ne l1owlp.d~ed bnfore me by 1l1l1,1\N W, IJI!:II" llml sworn to be fore In" by 1)II111l0N t" SI;IIWIII.,M . tho t.ool.lI\; 0" , n.,<1 !Iubnol'lbed Rf;1'7,1 II. wlnn 1 !.mll I ""d \lilY of (!). '1 , w!l'.lInn~on. bhlQ 0 lIugunt. 19 03' ("'--j 1 I ,!'PI 'l ~...-t.~-(,~"=-' ,). .. II" l, ~- -_._:;;,~, 'I" 1.1,..\1"',,:,,'/', J'I! L," \""'l,)"I\ "..., ' " I lA' ('1,1~\I,I' ',' IU:' r ,,,ml 'l \'(1. 01: l.'~" c::Quj ""-.. . .,. ...- ,.: -..............' ~'I' ....1 .,'1 ' ." - ~ 1 .. y._ ow, I ' ,. " t ''''' . wo ~ .,1 I' [I 0 ." 1;";0' .~~_....-- .....,.. ,~-~ ~.~~ ..........J~,~.-...,...;....!~..,....;; ,...,.:, . .....-(_.;.;+.;...._...I,..-,...~.I-' I:\Il11C II '0 litE L^S! w1tt:rJl1l lESI^H6HI or J.:I. - G.~ttq R~oU^Jr~-- - --- I, tHEN W. RelA, of Norlh Hiddloton Townehip, Cllmb~r. hnd COllnly, Pon",ylv~niB, hBvi~9 mndo my l~cl will end luln- m.nl, dntnd ^Ullult, 9, 1993, do huruby mBko, publleh and doclnrc lhll to ho 0 endir.1l to my U Id ,..t will Bnd trot.omcIlt, illl! I In Parngrnph 4, 1 110W IIoml11Blo And nJlJloinl Galen Williem 90lr ol1d Edwnrd S. ROA' nl oooruloro 01 my 1..~ will and lutnmQnt. inllud 01 Edith S. BOBr. Se\:UNUI I horBlly rntify Bnd connrm Bl1 olher prnylololl9 of my l8id last will Bnd IORtamnnt. t.his IN ?' WITNESS WHEIlWF, I h.yo heroun~n oot "'y hand and neol day of July, 1909. ,:Ja..i.iu/ ,/ Ui~~o. A./(SEM.1 --'-"-'--"'MUI! W. OHA --_.~- Tho Jlr~c~\1I1l9 1111IrlJm~nt., cnncldlng nr Ihl, ono IYllowriHnn pnue, WAC on tho datB and dny thncoal clUlled. lonlod, Jlubl1'hod "n" dor,1Arod by tho tOlloll'" Iheroof, u and lor I codldl 10 , . Ii , ,I .... C- Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Eslate of Ga10n W. Bear No 1997-00!>41 ablo known 1$ Dol. of O.alh 06/20/1997 ,O.c....d Social S.curlly No. 190 - 26 - 6974 Galen William Bear and Edward S. Bear, Personal A.presentatlve(s) of the abo.... Estate, deceased, verify that the items appearing In the following Inventory include all of the personal assets wherev., !iltualfl and all of the real estate In the Commonwealth of Pffnnsylvanla of said Decedent, that the valuation placed oppos~. each Item 01 sall1lnventory represenl\ Its fair value as ollhe date ot the necedent's death, and thai Oecedent owned no real estate outside of the Commonwealth 01 Pennsylvania except that which appears in a momorandum al the end of this Inventory. I !'We verity that the statements mad. In this Inventory are true and correct. I(W. understand thaI false statements herein afe mad. subject to the pena"les of 18 Pa. C.S. Section 4904 relating 10 unsworn falsification to aulhorllles. Name 01 Cregory K. Richards Anorney: 1.0. No.' 69335 Addr.ss, 134 Sipe Avenue Hershey, PA 1"1033-0650 T.lephon.: 717 /533 - 3280 Personal Representative Slgnalur.'~u.... ~~ 9J'!~ W...lllla~ear A 0 Slgnatur.~<Ik...' w~:14..- ~ ~~~:>t1 Edward S. Bear Address, 607 Penn Ayr Road Camp Hill , PA 17011 T.I.phone 717 /761- 4695 ! ~/7 (97 Dat.d, r ,,' O.scrlpllon Value ',' (Se$ oontinuation page(s) attaohod) (Mach addKlon.lsh..ts If n.c....ry) Tolah 673,020.03 NOTE, The M.morandum of r..I.slal. oulsld.lh. Commonw.aKh of P.nnsylvanla may, ot tho .I.ctlon of tho p.rsonal r.pr...ntatlv., Includ. tho valu. of .och II.m, bul such flgur.s should not b. .ld.nded Inlo th.lota' of Ih. Inv.ntory, Prepared by the PennsYlvAnIA Bar Alloellllon Cl)pvrlght (e) 1996 form loftwI,. only CPSYlteml, Inc. Form'AW-7 ('992) .---.. ....'''..jJ'U.J:.}.;i:lilj;ti~;; .... .. ~ _c_. .. .. _ ,_"_ __._ ,_ .. _ .. .. .. "'0'" .. ::. ;'; -.'.L'..:},. ~"':'"....~."'" .. ___ '. '.--- .........-.'-.----. ...--..,.-'-.-.- '.' .'..".'..~...,.,.,....-.. ..".~.... ~, . -,-, . . " , . . .. , . C') ... i '. en - j ~ I !I ~ ~ Q s \{\ () tI <Id ~ ~ I ~ , ~ E ~ ~ JI~ o >- '''t'- ~ . '" ~ ::E 0 z ~ jCll':~ \ en ,.: ~~Ii ~ "' - a: '" " ffi - .... :c LL. j~~a 1.:;:--;/'1. It! 'UREAU Of INOIVIDUAL TAMES IHHE~I'.NCE 'AM DIV1SIOH Dt.Pl. 210(,01 HARRIS.URO, PA 11128.0601 COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITAHCE lAM A~~RAISEHENT. ALLDWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAM .nd~t' U." 1"'''1 03,,02"98 8EAR 06-20-97 21 97-0541 CUMBERLAND 101 f"~-- ,Awount" R.w~H.d "-~ -~--_._- MAKE CHECK PAVABLE AND REMIT PAVMENT TOI REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEY:iiit'j-iif-AFji-nili:nrilili"ici-op'i:"NHiiiiTAiici'i"Aii"A'piiii'A'iiiiiiil'i'.....ALi"owAiici-iili--mum...n.. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX GALEN W FILE NO. 21 97-0541 ACN 101 GREGORV K RICHARDS JAMES ETAL 134 SIPE AilE HERSHEV DATI ESTAU OF DATI OF DEATH FILE NUMDER COUNTY ACN GALEN PA 17033 ISTATE OF BEAR DATI 03-02-98 TAM RETURN WAS, C X I ACCE~TED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUI OF RETURN BASED ONI ORIGINAl. RETURN 1, R..I E.t.t. CSch.dul. A) 2, Stock. and 'ond. CSoh.dul. ., S, CIo..ly H.Id Stock/~.rtn.r.hlp Int.r..t (Soh.dul. C) ~, Hort...../Not.. R.o.l.obI. (Sch.dul. DI S. C..h/'~k Depollt.l"llc. Perlonel Property (Schedule E) 6, Jointly OWn.d ~rop.rty CSch.dul. F) 7. franafara (Schedule 0) a, Tot.l b..h I CHANGED .00 657,906,42 ~ .00 15,113,61 ,DO 32.000,00 ca) 11) (2) CII C~) (5) C61 (7) NOTE I TD inlure proper cr.dlt to ~our lCoount, .ubwlt the upp.r portion of thl. forM with your ta. Ply..nt. 705.020,03, APPROVID DIDUCTIONS AND IXIMPTIONS! 16.411,83 9. Funerel EMpan.../Ad.., COltl/Hila, hpln... (Sohedull H) (.) - '10, D.bh/Hort,... L1.bI1IU../LI.n. C$eh.dub II 110) 24,20 11, Tot.l Doductlon. ell ) 12, N.t V.Iu. of T.. R.turn CI21 15, Ch.rltobl./Go..r_t.1 '.qu..hl Non-.loot.d 9115 Tru.h CSch.dul. J' CUI 1~, N.t V.I... of Eatot. Subj.ct to T.. 114 I NOTII If.n ........nt w.. i..u.d pr.viou.ly, lin.. 14, 15 .nd/or 16, 17 .nd 18 will r.fl.ct figur.. th.t includ. th. tot.l of 61b r.turn. .......d to d.t.. ASSESSMINT OF TAXI II, AMount of Lln. I~ .t Spoua.l r.t. C151 16, Aoount of Lln. 14 t...bl. .t Llne.I/CI... A r.t. (16) 17, AMount of Line I~ t..obl. .t Coll.t.r.I/CI... . r.t. 1171 la, Prlnclp.1 T.. Du. TAX CRIDITSI PAVMENT DATE o '10-97 12-09-97 '''.4]' D1 688.584, DO 10,000.00 678.584,00 ,DO M ,OQ. 678.584,00 M,06. ,DO M ,15. 1111 ,00 40.715,04 ,DO 40.715.:.iL RECEI~T NUH'ER AA242229 AA242541 DISCOUNT Ctl INTEREST/~EN ~AID C-) 1.868,42 ,DO 35.500,00 3.346,62 AMOUNT ~AID TOTAL TAX CRIDIT BALANCE OF TAX DUI INTIREST AND PIN. TOTAL DUI 40.715,04 , DO ,DO ,DO . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION Df ADDITIONAL INTEREST, If TOTAL OUF. IS LESS THAN .1. NO ~AVMENT IS REquIRED, IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICR), YOU HAV ~E DUE A REFUND, SEE REVERSE SIDE Of THIS FORH fOR INSTRUCTIONS,) W \.(') (;-~) C',l CL N I c\; ;'5 .~. ,) ,) C~ Cf) .\}, ,:'.".... 6(~ RESERYATlONI E.tit'.IO' dtoed4tntl dvlnt an or before Dta...,. 12, 1912 ... if InV future tnt.r..t In the ..tah, it tran.f.rr~ In po.....lo!'l or ."joy..nt to CI... I (4\oU,t,rIU tMntflc:lI.rl.. of the chlcldent .ft.r thfl Iltplr.Uon of any ..tat, for 11f. or for y..r., thl C~onw..lth h4r.bv IMpr...ly r,w,rYI' the right to Ippr,t,. and ...... trent'., l"hl,I',"ol TIlt" at the I.W'U! CI,.. . (col1.t,r,1) rlt. on .ny such future Int.r..t. PIMlPOSE Of HotlCEI To fulfill thl requlr...nt. of Sactio"Zl40 of the In~ritlnCl' and Elht. hI( .ol, Act 21 of 1995. (72 P.5. SlcUon '140), PAVMEH11 De'.ch the top portion of thl. Hotlel and IUbllt with your plv.,n' to thl Raal.te, af Will. prlnt.d on t~ r.ver.. .Ide, --Hike check or IIOnlY ord.r PIV." tOI REGISTER OF MILLS, AGENT REFUND (CA)I A r.fund of . telt cradlt, whl11h .... not r.queU'd on the TalC A.turn, ..y b. r.qu..tld by cDttPIIUng ." "Appl1oaUon for Rlfund of Pennsylv.nt. Inh.ritancI and E.tat. TIlt" (REV-!!!!). Application. .rl .valllbll at the Offln of thl A.ght.r of Nlll1, Iny of thl Z5 Rlvlnul Dhtrlot Offlol', or by olUlng thl 'Plclal 2.~hour .",warlnl ,arvlcl nullblr' for for.1 ordlrJng, In Pannsylvanla 1~'00-S62-2050. aut.lde Pttnnlylv.nll and ..Ithln locl1 Hlrrllburg Ir.. (711) 7'7~1094, TOOl (717) 772-2252 (Halrlng Ilpltr.d ~lly). DlJECTlONSl Any p.rty In lnt.r..t not ..U.fled ..lth thl apprah...nt. al1owano. ur dhal1CMilMc, of daducthms, or ......lMnt of talC <Including discount or lnter.st) .. .ho"," on this Notlo. w.t objlct ..lthln .tlCh' (60) day. of rlcllpt of this Hotlc. byl --wrltt.n prot..t tQ tha PA Depart..nt of Rav.nua, loard of App..h, Dapt. 211021. tllrrlsbur" PA 11121-1021, OR ~~lleot1on to hive the IlItt.r dd.r.lnad at audit of tha account of thl parsonal rlflra..ntaUva. OR -~app..l to the Orphan.' Court. ADMIN lSTAATlVE CORRECT tONS I' F.ctual .rror. dl.cov.rld on thl_ ........nt should b. .ddr....d ln ..rltln, tal PA D.pert..nt of R'v,nu., Burlau of lodlvldu.l Tlltl'. ATTMI Po.t A......ent R.vl... Unit. D.pt. 210601. Harrl.bur., Pi 17121-0601 Phone (717) 717-6505. $.. p'lIa 5 of the bookl.t "In,tructlon. for Inh.dtanc. 'rile R.turn for. Allldent Dlaldant" (REV-ISOI) for In .xpl~.tlon of ~lnl.tr.tlv.ly corr.ctabl. .rror.. DISCOUNT 1 If MY t.x dUe I. paid ~lth1n thr.. (5) cllender lonth. aft.r thl d.c.dent'. death, I flv. plrcent (5%) dltoount of thl tlX pnld I. Illo..ed, PENALTYl ThI lS~ tlX ..ne.ty non~p.rticlp.tJon penllty It c~t.d on the total of thl t.~ and Int.re,t ......ad, and not paid b.for. January 11. 1996. thil flrst dllY afhr the .nd of the hlC .."lIty p.dod. Thh non-partlclpltlon p.nalty " appa.lable In the .... .annar WId In th. thot .011" tI.. p.r lad .. you Mould app..1 thl t.1C and Int.r..t th.t ha. bltn .......d a. indlcat.d on thl. notlc.. INTEREST I tnt'rllt It chargld blgl""lng with flr.t dlY of deUnquancy. ar nlna (9) lonth. and ona (1) d.y froll the d.tl of dI.th. to thl d.t. of P'Yllnt. TIM" which bac..adelinquent b.for' Janu.ry I, 198Z bI.r Intar..t .t thl rlta of .h (6iO plrcent p.r anRlM c.lculat.d .t I dally r.t. of .00016". All talCII whlch b.c... d.Unqutlnt on and aft.r January 1, 1981. ..Ill ba.r Intar..t at a r.tl which will vary fro. cal.ndar y..r to cal.ndar y.ar wIth th.t rat. announoad by th. p_ D.p.rt..nt of R.v.nuI, ThI eppllclbla Int.rl.t rat.. for l'aZ through 19" ~ral '!!!! lntar..t R.t, DaU", Int.rllt Factor !!!r lnt.r..t Ratl D.ll", Int.r..t Flotor 1'12 20% , OOOS~I I'll 'X ,000241 1915 16% .0001\3. 19"-1991 llX .000501 191,. 11:< .000301 "'2 'X .000247 1915 Ui( .000356 1995-1"" 7'1. .000192 )'16 lOX .000Z1. 1995-1991 9% .OOOZtt1 ulnt"..t 1. c.1culat.d .. f0110..tl INTEREST. BALANCE OF TAX UNPAID X NUNSER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlo. IlIuad IIIft.r the tlM b.oo... d.Unqu.nt Mill r.fllct an Int.rllt caloulaUOf1 to flft.an 051 day. beyond th. data of thl........nt. If p.v.,n' It ..d. aftar th. Int.rltt cn.putltlon dati ,hown on th. Notlc., Iddltlon.l Intarl.t .Ult be caloulatld. I .. I J:' 'j ! (J j. . ,,' IUllEAU Of XMDXVlllUAL TARES INHERIlAHCE TAX DIVIIIOll DEPt. 110601 HARA1S'URO, PA l11Z'~0601 GREGORY K RICHARDS JAMES ET Al 1~4 SIPE AVE HUMMElSTOWN PA 17036. COMMONWEALTH OF PENNSYLVANIA DEPARTMINT OF RIVINUE INHERITANCE TAX $TATEMENT OF ACCOUNT C--- * "V_I"t",,,c,,."1 DATE 06-ZZ-1998 ESTATI OF BEAR GALEN W OAT! OF PEATH 06-Z0-1997 FILE NUMIER Zl 97-0541 COUNTY CUMBER~,AND ACN 101 E~ Allount R!"ltted j MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 HOTE, To lnouro proper oredit to your eooount, oubllit tho upper portion of thi. forll with your tex peYllllftt, CUT ALONG THIS LINE ~ RlTAIN LOWER PORTION FOR YOUR RECORDS ~ itiv:U,iij.iinj:p.foi':9;-,--.."..iii.iNHiiiiTiiiicE.;:;.x.si.'ATiiiE'ti;:.op.;.ifC'iiiiiif.......................... ESTATE OF BEAR GALEN W FILE NO. ZI 97-0541 ACN 101 DATE 06-ZZ-1998 THIS STATEHENT IS PROVIDEO TO ADVISE OF THE CURREMT STATUS OF THE STATED ACM IN THE NAHED ESTATE, SMOWM BELON IS A S~RY Of TNE PRINCIPAL TAR DUE, APPLICATION OF ALL PAYMEMTS. THE CURRENT BALANCE. AND, If APPLICABLE, ~ PROJECTED INTEREST fIOURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 02-Z3-1998 PRINCIPAL TAX DUE, 40,715.04 PAYMENTS CTAX CREDITS), PAYMENT DATE 09-10-1997 12-09-1997 RECEIPT NUMBER AAZ4ZZZ9 AAZ4Z541 ~ '0 N N .' D. 0) I '.! (j' ~ c. ,.," ijlQ) ~ a:CJ: t~~ "0.. , 'n .::~ 00 DISCOUNT C+) INTEREST/PEN PAID C.) 1.868,42 ,00 AMOUNT PAID 35,500,00 3,346,6Z ...-.. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 40,715,04 ,00 ,00 ,00 . IF PAID AfTER THIS DATE. SEE REVERSE SIDE fOR CALCULATION OF ADDITIONAL INTEREST, I IF TOTAL DUE IS LESS THAN .1. NO PAYMENT 15 REQUIRED, IF TOTAL DUE IS REfLECTED AS A "CREOn" ICRI, YOU HAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS fORM fOR INSTRUCTIOHS, I .", PAVII!HTI o.tach thlt top porUot' of thh Motl~8 Ihd ,ublllt With your ply..nt ..d. plvabh tothtl nIM Ind Itddnll pr Inted on tn. r.vlrI. ..tete. IfREstDENT DECEDEMT uk. chllck or .onay order plyebla tOI REGISTER OF W1l.LS_ AGENT. If MOtHIEStDE"T IJ[Cf,1M!NT .eke CMok or ItOney ordar Pftyahla tOl Cottl1OHWEAlTH OF PENNSVLVANIA. REFUND (eM)1 A rafwtd of .. tax oredlt, Nhloh ",a. not requestad on the Tax Maturn, ..y be raqlMlstlKl by oOllPlaUng an "Application for Refund of Pann,Vlvanla Inherlt."ca and E.tata TaM" (REIJ-1311L Appl1caUon. .ra oyanllbla .t the OffiCI of t~ Ra,l.tar of Mill., ~v of the 23 Rayanue D~strlot Off loa. or fr~ the Depart..nt'. 2~~hoUr DR....rl"' ,.ryioa ,".-bIr. for for.' orderingl In P.nn.ylv.n~1 1~800~362-20S0, outs1de penn,vlvan1a .... ",Hhln 100rd HarrhbUr, al'a. (717) 711-8094, TDOI (117) 172-2252 (Htiar1ng l"Palred onlY), REPLV T61 ou..t1on. raprdlna arror. cootalnld on this noUo. should be .ddr....d to: PA o-p.rtltflnt of Aa"OIfltM, IUr.au of Ind1vldulll T.)C.', All" I po.t ........nt R,wi"" Unit, Dept. 280601, HanllbUrl, PA 171Z8~0601, phone (717) 761~6S0S. DISCOUKT 1 If ..,y t.M due 11 paid Mlthln thr.. (3) oalandar Mnths aUar thtl daclcMnt'l death, a flv. paroent (5;() dhcount of th& tax paid 11 aUO\IlId. PENAL TV I ThI ISX t.x .-na.ty non~p.rtlolp.tlon ~nalt~ II coaputad on the total of the taM and lntar..t .....,ad, .nd not peld tMfor. JIIflUIIr'Y 16, 1996, thl flrst day aftar the and of the taM una.tv parlod. I IHTERfIT1. Int.r..t II chorgod ...IMln. .llh flrst do, c, do"Muono" cr nl... 191 ocnth' ond ono (11 do, froo tho dot. cf death, to thl data of pfty..nt. TaM" ~hlch baa..' delinquent blfcr. Januarv 1, 1962 b..r Intara.t at the rete of .b: (6;() paroant par .,,~ caloulat.d at II dallY rlllt. of .000164. All tax.. lithleh bae""" cMl1nquant on .net aftar J.....ry 1, 1982 .,111 b..r Intar..t at a rat" Mhloh Mill vary froa cal.nd.r y..r to cal.ndar y.ar with that rtlta ~unc.d by the PA o.part.ant of R~Yanue. The appllcehle Int.ra.t r.te. for 1982 through 1991 atl: V..r tnt.rllt Aat. Dally Intlrllt Faotor Va.r Intar..t Rat. UallY Inht..t fflotor 1912 20X .000M8 1967 9% .000241 1911 16% .000436 1986~llJ91 11Y. .000101 1911<\ 11Y. .000501 1992 1')% .000247 HilS 13X .000556 199!.M1994 n .00019! 1916 10i: ,000114 1995 ~ 1998 9Y. ,000247 --Intlr..t It oaloulat.d .. follotlll INTEREST C IALANCE OF TAX UNPAID X NUNIER OF DAYS DELINqUENT X DAILY INTEREST FACTOR w-Any MoUca It.oed IItt.r Ut' tax bacUM' dellnquant Mill r.flect an Intflr..t calou1aUen to fifteen tUB daYI MVOM tha d.ta of the ........nt. If Pllv..nt 11 .ade aftal' the Intara.t coaputat1on data shoMn on the MoUca, addlt1001l1 Intarllt MI.t b. calculat.d. . , OAR Y L, JAMIlS MAX J. SMITII, JR, KARIlN DURKIN JOHN J. CONNIlU,Y, JR. STUART J, MAODUU! I'RANK I'. CLARK SUSAN Il. LIlDBRIlR STEVEN A, STINH JOHN J. MCNALLY, \II ORIJOORY K, RICHARDS SCOTI' A, IlllJ'[TI!RICK LAW OFFICES James, Smith, Durkin & Connell)' L/.f P,O, BOX 650 HIJRSHI.lV, PIlNNSVLVANIA 17033 SIn.~1 odd"". 114 SIPl! A VI!NIJIi IIUMMI!I.8'WWN,I'BNNSYI.vANIA 170)6 1!'111I11 ~Idr"': Infn@j,dl'lI'l,COnl' July 14, 1998 MARY C LEWIS REGISTER OF WILLS CUMBERLAND COUNTY COURTHOUSE I COURTHOUSE SQUARE CARLISLE P A 17013-3387 RE: EST A TE OF GALEN W. BEAR, DECEASED FILE NO.: 1997-00541 Dear Ms, Lewis: I am enclosing herewith a check in the amount of$3,00. Please issue one (I) Short Certificate and return it to our office in the enclosed, self-addressed, stamped envelope, Than!' you for your attention in this matter, Sincerely, :S~JkvV t: ( G,j(4 # Stephdnie L, Gaffey ',1' Paralegal . :slg EnclQsures ' 'Q .!g 0\ "!1~ N '30: a ! m: r- - i'-: . ~ " n 1li/ J j ../,{ ':'-> I ' () (717)m.mo (717) 2JR.ll780 IIAX (717) 5J).27Y5 """\tbu.. 0ftIt01 108.112 W,lnulSlRl<1 lI,ni,bura, PA 17101 (717) 238"'776 PAX (717) 238...793 IS~ I)?'} '-ID OOHHONWIALTH OF PENNSVLVANIA DEPARTMINT OF REVENUE NOTIOE OF DETERMINATION AND ASSISSMENT OF PINNSVLVANIA ESTATE TAX BASED ON FEDERAL ESTATI TAX RETURN DATI ESTATE OF DATE OF DIATH FILE NUMBER COUNTY ACN IU~EAU Of INDIVIDUAL TAMES INHERITANCE TAM DIYIS10M DEPl; nUll HARRISBURU, PA 111!1.'601 GREGORV K RICHARDS JAMES ETAL. 134 SIPE AVE HUMMELSTOWN PA 17036 E-- .= c * In.''''''''' lU~'" 08-17-1998 8EAR 06- ZO-1997 Zl 97-0541 CUM8ERLAND ZOl AIOOI;!!:'~ _~IHed GALEN MAKE CHICK PAVABLE AND REHIT PAVMENT TOI W REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 HOTEl To in".,.. proper oredit to your aooount, tublllt the upper portion of thl. for_ td-th your t.)( p.YIIW't. CUT ALONG THIS LINE .... RETAIN LOllER PORTION FOR VOUR FILES ~ Rifv:4iii-ix--AFP--{03~97)----..-i.Niificif-oF--niTifiMiiiATiO"N-Aiin-AS-sisliMiNif---------------------------- OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF BEAR GALEN W FILE NO.Zl 97-0541 ESTATE TAX DETERMINATION 1. Cr.dit For Stet. Deeth Texe. es V.rified 2, Penn.ylvania Inh.rit.nc. Tax A..a...d (Excluding Piscount and/or Int.rast) 3. Inharitanc. Tax A......d by Oth.r St.t.. or T.rritori.. of the Unit.d St.t.s (Excluding Di."ount .nd/or Int.r.st) 4. Tot.l Inharitanca Tax A......d 5. Pannaylvania Eatat. Tax Dua TAX CREDITS I PAVMENT DATE RECEIPT NUMBER DISCOUNT (t') INTEREST/PEN PAID (-) ACN ZOl DATI 08-17-1998 15.905.89 38.846."jL ,00 38.846.62 AMOUNT PAID TOTAL TAX CREDIT ,00 BALANCE OF TAX DUE ,00 INTEREST AND PEN. ,00 TOTAL DUE ,00 MIF PAID AFTE~ THIS DATE, SEE ~EVE~SE SIDE IIf TOTAL OUE IS LESS THAN .1, NO PAYNENT IS ~EquI~ED fO~ CALCULATION Of ADDITIONAL INTE~EST, If TOTAL DUE IS ~EfLECTED AS A "CREDIT" IC~I. YDU NAY BE DUE A ~EfUNO, SEE ~EVERSE SIDE Of THIS fORM fO~ INSTRUCTIONS,) .00 fi~lG: 'i fin! (,f '98 1It1l; 24 p;> :(\4 CIC'li Cuml) ,rt 1)1\ l>UAPOIC 01' .""TltI!' To fulfill ~ requir...nt. of Seotion 2145 (b) of t~ Inhtritenol andi.tat. TIM Act, Act 21 of 1995. (12 P.S. Seotlotl'I<<t5), PATIlENT, Detech tM top portJDIl of this Notlc. end lubIlh .,lth ~Ilur PIYHnt to the ..,ht.r of .,JU. prJ"tlld on the ...v.r.. _Ide. n MIlk.oMck or .-one~ ordllt paYable tOI REOISTER OF MILLS, AGENT. REF" (CA), A r.fund of . 'OK oredlt ..y be requ..t~ by c~pl.tlng ~ ftApplloltlon for A,fund of Pennlylv.ol. IntMrltenc. 11M btat, TII(" (REY~15l]). Appliolt1on. er. 1"111.1, .t tM Offlol of thli "'..hter 0' Wills, In:;' of tho 25 R.Y~ Dletrlot O,flc.. or fr~ the o.plrt-.nt'. 2~~~lr ~.w.rlng ..rvlcl ~r. for for.. orderingl In PttnnlylvlIf'Il. 1~aOO-362-20S0, outside ",00Iy1"1I011 end within 10011 Hal'rhburg er.. (7171 767-11094, TDDI (117) 171.-2251 Of.ring lapllred Only). OIJECTJONS! Any party 1n Int.r..t not ~.tl.fled Nlth the ......-.nt of t.~ .1 ~ on thl. notice ..y object within .IMt~ (60) d.y. of racalpt of thl. Notlca bYl -.Nritt~ prota.t to thl PA Depart.ent of Rav.nue, loard af App..I., Dept. 281021, Harrl.bUrg, PA 11128-1021, OR ...ltlC1ting to heva the ..ttar det.r.lned .t audlt of tha ~r.ontll rApr...ntaHv., OR --""81 to thl Orphah.' Court. ADMIH- lSWnvt CORRECTIONSJ Factual arror. dl.covared on thl. ........nt .hould ba .ddr....d in writing tOI PA Depart.."t of R.venue, IUr..u of Indivi~l TaMa., ATTHI po.t A.......nt R.view Unit, Dept. 2a0601, Harrl.burg, PA 1712a-0601, Pnon. (717) 787-6S05. S.a page 5 of the bookl.t ftlnstruotlon. for Inharlt~a T.~ R.turn for a R..ldlnt Dao~tft (REV-ISOI> for an a~planatlon of aa.lnl.tratlvalv correctabla arror.. PElIIlTT' The 15~ taM .-na.ty non-participation panalty I. coaputad on the total of the taK ~ Int.ra.t ......ed, ~ not paid bafora January la, 1996, the flr.t day aftar the and of the ta~ .-na.ty p.rlod. Thl. non-participation panoltv II ~allbla In the .... lIIanMr end In tha the ..a Hilla p.rlod a. YOU NOuld ""'81 the t.M and Intar..t thllt has baen .......d .. Indlcatad on this notice. INTEREST 1 For dat.. of death on or .ftar 10-~-91, Penn,Ylvania E.tat_ TaM ba.ed on the F.o.rll E.t.ta 'aM r.turn beooe.. delinquent .t the a.plratlon of nine (09) ~th. fr~ thl data of death. For dat.. of de.th prior to 10-3-91, Pann.ylvanla E.t.t. TaM b...d on the Faderal E.t.t. TaM raturn becoH. deUnquent .t the a)(plraUon of .Ight.." US) -.onth. frOll thl da,h of dnth. 'aM" wttlett bacl.. cMUnquant tMfor. January I, 1962 bur Intara.t at the rat. of .he (6iO parcant ptlr annu. calculated at a dally tata of .000164. All taMa, which bee... delinquent on or aft.r Janulrv I, 191Z will baar I~t'ra.t at . rat. which Nill Yer~ froa calandar y.ar to oel.ndar y.ar with that r.ta ~uncad by the PA D.,.rta.nt of R.venue. Tha applloabla int.r..t rat.. for 19.Z through 1996 er'l Inr lnt.ra.t Rat. Dally lnt.ra.t FeotOt V.ar Int.tut R.t. DailY lnter..t Vector 1982 1.0;( .00054. 19.7 'X .000247 19a5 16~ .000458 19.8-1991 11Y. .000501 19.4 11Y. .00OSOI I'" 9Y. .000Z47 1915 IS;( .000556 1993-1994 1X .000192 1986 lOX .000214 1995-1998 9X .000247 -~lnt.r.at II calculatad .. follONl1 INTEREST . BALANCE Of TAX UNPAID X NUNBER Of DAYS DELINqUENT X DAILY INTEREST fACTOR --Anv MoUea II.UlId eftar the taM beGoaa. delinquent NUl raflact an lrlt.ra.t calculation to flft.,n US) delli, baVond the .t. of thl ........nt. Jf pavont Is .ade .ftar the 'ntar..t cotlPut.Uoo data IhoNn on thl Notloe, additl~l Intara.t .u.t ba calculated. \ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LUTI!R DATI! ESTATI! OF DATI OF DIATH FILl NUMIIR COUNTY ACN 6~ If? .-/(} JUREAU OF INDIVIDUAL lAXE$ INHE.IT~E TAM DIVISION IIEPT, EI..OI HARRlllURG, PA l11tl-0'01 GREGORY K RICHARDS JAMES ET AL 134 SIPE AVE HUMMELSTOWN PA 17036 <.'- '* W In-,""'" iU.t1t 08-24-1998 BEAR 06- 20-1997 21 97-0541 CUMBERLAND 202 t _~~t R..iHed ~ MAKE CHECK PAVABLI AND REMIT PAVMENT TOI GALEN REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOlE, lo .inoure propor oredit to your eooount, .ubMit the upper portion of thi. fore "ith your tex p.yeent, CUT ALONG THIS LINE ~ RITAIN LOWIR PORTION FOR YOUR FILlS ~ iiiY:73J;-ii:-AFP--Coi:-97,-----ili-NCificii-op--niriiRMiiiATiCiN-lilin-AifsiiisHiNi1f---------------------------- OF PINNSVLVANIA ISTATE TAX BASID ON FEDERAL CLOSING LETTER .. ESTATI OF BEAR GALEN W FILl NO.21 97-0541 ACN 202 DATI 08-24-1998 eSTATE TAX DETERMINATION I. Cradit For State De.th T.xes es Verifi.d 2, Penn.ylv.ni. Inh.rit.nce Tmx Asse.sed (Excluding Di.count .nd/or Interest) 3. Inheritanc. T.x A.....ed by Oth.r St.te. or Territorie. of the United St.te. (Excluding Di.count .nd/or Intere.t) 4, Tot.l Inherit.nce Tax A.sessed 5, P.nn.ylvani. Estate T.x Due 15,905.89 38.846,62 .00 38.846.62 6. Amount of Penn.ylvani. Estat. Tax Previously A..es..d Ba.ed on Fed.ral Estate j'ax Return 7. Additional Pennsyhenie Estate Tax Due TAX CREDITSl PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID TOTAL TAX CRIDIT .00 , BALANCE OF TAX DUE ,00 INTlREST AND PIN. .00 TOTAL DUE ,00 IIF lOlAL DUE IS LESS lHAN '1, NO PAVHENl 1$ REQUIRED IF lOlAL DUE IS REFLECteD AS A "CREOn" (CRI, VDU NAV IE DUE A REFUND. SEE REVERSE $IDE OF lHIS FORN FOR INSlRUClIONS.) 'J._. (-, r'~l r; C'-.,I "'f r'l ( _~J ::'] l) ;,.,} QJa' ct' l:li , u ~~ 25 UO OIF PAID AFlER lHI$ DAlE, $EE REVER$E SIDE FOR CALCULAlION OF ADDIlIONAL I"lERE$l. (" "'..I"--"--"'<1IIiI.. .00 .00 ,00 _Of MOTlet I To fulfill t~ requlr.-.nt. of Section 2145 (bJ of the lnh1rlt~. tnd E.t.t_ 1.x Aot, Act 21 of .991. (72 P,S. IeoUon '145), PAYMENT I OIItaoh the top portion 01 till. MoUe. Mld ,.It with y~r p.~nt to the ~'lIht.r of WUlI printed on the I'evor" .1... u ..... oMdt or""Y ar6ar pIYMll. tal REfjlISrER OF MILLS, AGENT. REFtItD(CRJI A r.ftrnd of . hM orlldU ..y bf\ r.qu..t~ by c0IIP1IUnll In "Appllollltlon for Aefund of Pann,vlvanl. IhhlirUMWI wtd Elt,t, hI(" (REV-U1S). .ppllott1ons .r. 1\lIUllbl. at thl OIU.I of thl Regist.r of W11h, MY of the 13 Rlvenue Olltrlet OHio.. Of- 'rOIl the Depart""t" 24-hour an'Wlrinll ..rvlol flUIIber. for for.' or.rlnSJI In ""'lvlv-.,l, 1-800-361-2050, oublde P,nnlylvanll IInd within loclt ttarrhburlil ar.. (717) 787-80'94, TOOl (117) 772-2252 (Halrlng I.llred Only), QlJECTJDHSI Any perty In Int.r..t not .,tl.fl~ with the ........nt of tlM II .hoMO on thl. notlol ..v obj~t within ISMty (60) day' of r~.ipt of this Hotlcl bYI .-wrltten prnt..t to the PA o.partlMOt of R.v...., 10lrd of Appeah, Dept. 281021, Harrbburg, PA 11128-1121, OR --alectlng to hava the .att.r det.r.lnad at audit of t~ p.r.onal rapr..entativ., OR .......1 to the orptw'l.' Court AIlIIlM- ISTRATlYE CORRE~TlOHSI FaotUlll 'rrol" dllClovar.d on this ........nt .hould be addr....d in IlrlUnII teu PA Depart..nt of R.vanue, lureeu oftndlvldual l...., ATlNI po.t A.....-.ot R.vi.~ unit, Dept. 2.0601, Harrl.bUrl, PA 111ll-D601, Phone (111) 7'7-6505. S.S p... 5 of thil bookl.t "tnstruction. for tlltwrltenoa h. R.turn for. R..ldent nao.dant" (REY-lS01) for In a.planation of adllnl.trativ.lY oorraotabl. .rror.. PalAL TV I ThI 15X t.. -.na.ty non-Plrtlclpatlun penalty I. C1oaput.d on the total of the ta. and Int~r..t ......~, ~ not paid bafor. Januwry II, 1996, thl fir.t dlY aft.r the .nd of tt~ ta. aane.ty p.rlod. Thl. non-p.rtlclpation penalty 11 lIPPI_llbl. in 'tM ... .lM'WMr and In the thl .... tlM ptrlod .. YOf.l would appe.l the ta. ~ Int.ra.t thftt hat bien ......ad a. IneUcatad on this notJu. tNTERElT1 Additional Parwt.ylvanlo E.ta" TaK .......d '"~ . r..ult of . chen" on the Federal E.tat. faJIC olo.lng l.ttar beaGle' delinquent at the aMPS ration of una (I) aonth frOl the data the final notlc. of thl Incr.... III Fader.1 Eatat. Tax h r.oalv.d. TaMa. whloh bee... delinquent before January I, 1982 baar lntar..t at thl rat. of .1. .6%) p.rcent ptr ~. o_loulatad at a dally rat. of ,00016~. All t.K.' Which bac... delinquent on or aftat Jlnuary I, 1"2 will baar Int_ra.t at . ratl which 11I111 "8ry frOll (lll'lfldflr y.lr to cal.nd.r y.ar \IIith thlt rat. lMOUnCad by thl PA o.plrtHnt of R.venue. ThI 1PP1lCMJlI Intar..t r.'l.' for 1'82 throuth 199' anI '!!.!! tnt.r..t R.t. Dilly Intlnot Faeltor !2r 1nt.r..t Rltl D.IIY 1ntlrllt Factor 1912 tOl( ,OOOS4' 1967 9% ,000247 191' 16% ,ODO~;\. 1'8'~1991 IU .000301 1... l1l .OOUOl 1992 .X .000247 1'85 m .00nSt; 1fJ'3-1994 .,./, ,000192 1916 lOX ,OOO27~ 1995-1998 9r- .000247 ~~I"t.r..t 11 cllculated a. followlI INTEREST. IALANCE OF TAX UNPAID X NUIIER OF OAYS DELINQUENT X DAILY INTEREST FACTOR ~-Any Notlcl llsued aftlr thl t.M bICOII. delinquent \11111 rlflact an jntat..t ollculatlon to fifteen (15) dly. beyond thl delta of tho ......Nnt. If pIYHnt 11 ucM .U.t the Int.r..t COIlput.Uon data lhown on the MoUo., additional Int.tl.t aust be calculatad.