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HomeMy WebLinkAbout97-00634 PETITION FOR PROBATE Ilnd GRANT OF LETTERS Es/u/v (If ~"""'s. ~- ~-.ca.&.. No, - ... , also kl/llIVlI us __ '1'01 Rogl81or of WIII~ the ~ De~vU.fed, County of c.", Cl.. 0........ In the SO('/u/ SI'I'lIrll,v No, fOO" ,I?- - "1.3.S'& Commol1wonlth of Pennsylvnl1ln Tho pOllllol1 01' Iho ul1dorslgl1ud rospo.'lhllly roprosol1ls 'hn'l YlIlIr pOllllol1or(s), who Islllro IK YOllrs of IIgoor (li,dor 1\\1.Jho oxooulr',?, In 11)0 IIISI will or Iho 1I1101'0doo.'dol1l, dlltod _~&,"\'T . III1J omlloll(s) dlllod ,___-1I.t.l!&..:.._~__,~ nnmod ,19~ -.-......-_----l , (.~II\l\' fl1ll1Hllll dfl:lIll1~IIiIlI.:IH, I1.U. I\'l1l1l1l,;'lnllnll, dl.'l1lh of l',IIClllori 01\:.1 .1~OOlld0I1II1'IIS domlollod III dOlllh In c.."t"'~\...",~ " CIIUl1ly,Pqnnsylvnnlu, with h _ IIISI l'ul1IlI>' at prlnolpl1l rosldolloo 111 _gill ~~~( , _ . '~\\,,\ '''tlt'lo IRTI4 1\'\,1 f)f.\,WTON TWP, (Ibl 'MllllI, nUlllhl,lf IIIHl 11111111;1(111111)'1 Dooondol1l, Iholl __ft~ 1'0llrs of IIg0, dlod::;J'..,l:-l '2.~ ) , 119-'7, , III H_H____~fu!.t~" ~Oli_---\fH'-""". ., , 11\001'111' 1011.111', dooodolll did 1101 I11l1l'ry, \VIIS 1101 dlvorood nnd did 1I0t hl1vo'n ohlld born or ndoptOd Mlor O\ooUllon llf 'ho \\,llIllrrol'od I'llI' Nobnlo: \1'118 110\ tho vlolltn of n \;llIlng nl1d \Vas novoI' adJudloated "lnOOIlII'OIOlll : 1)00011\1.'111 III d01l111 oll'l1od propol'l>' with OSIII11111od vnluos 118 1'0110wsI (If Illlllllollod In 1',,;1 1\I1POI'S0l1l1lproporlY nr 111\1 dOl11lollod 111 1'0,), I'l'I'Sllnlllpropol'lY It\ 1'0I1ns>'11'1I11111 (II 11111 <llll11lollod ill 1'11,1 ,1'01'Sllnlll propal'lY 111 elllllllY VIIIIIO Ill' l'ul1l ,"IiIlO 111 POI1I1S\II'III1~, '~\\ ~ _6 ,IIUIII"d '" I'll II m\> 1 -f~~ ~...,~ ~ ~()\'), ~4.... --,--- ,,\.... ~~ s s s s ,---" S IQ$\OOO ':It>OI fJDtJ ~........,.~..-...'--'.~-- ------ \I HERUI'ORl:, pOllllllllorl,11 respeoll'ully prelOlllud hore\11111 nl\d Ihu YI'III1I 01' 101l0l's 1'0q~osl(S) ,lhq p~111110 01' the ,Insl ,will nnd eodleU~s) "~I'f\o~"" l\,~ ".' 111,,'~ll1nlllnll1ry: 1I~11l111l"lrl\IHUI ~,I,II,llldmlnhlrQ,jon d,n;n,~,I.I\,) 11,10/"". h ~ti~~ !~. ~ ~ ~, tJ.i_'4~ , a' ~ n_' .::::> _.' __ ...____,.. -+.._~.............~.......T<__<-----'..._~___. ~- Ii '! i J' " n.~_"~_''''_ ......0-" _~.." _".or ___ OATH OF PEnSONAL ktEPRESENTATIV!t CmIMON\\'EALTI-!,,(W.l)li:NNSYLV/\NIA "~I 1:18 <:()L~n' OF C....Mb~I"\Q,....cl" J , 11..I'OIIlIOIlUII\llIb"'~'llIlInUd \11'0111'1,1 or Mllrltl(Sllhnl Iho IllIlOltlellls IlIlho 1'01'0801118 petition nre 11'110 ,Iml ,1lrrOOI III 11\1' [,0'1 ,II Iho hllo\\'lud~o nlld hoUd 01' pOlllloIIOr(l) 1111 111111 liS Rorson Irupruson- 1IIIIIel') "I' III,' nhn'e du,odolll JlvIIIIOIlOr(,1 will W~d 1I'II1y lI~m~or ho oSlnJn. 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'111['11,11,1" :1,1', , 1I111111I d, I "'II 'I {II ,,','1 ,I" ", I 111'1',11, :: I II,llli:: II' )'::1 111-1,1 (II'" : :1111 II':,: II! ' ,11111111,1'1'11' " :: ! 1111:1,111111,:11" II :i',II! ::11: 1111,:'111111::,11,1::1 ,Iii I i il',:III,II' III!\I' I 1.:11 II! 1,'1 :' II, II. II, I.!' ,II' Iii 1,1, II' '1'1'1' .i' I 1 1,1 I' I "I' I, I, 'II'" I /;: !11:lillll",II, I ,11'11:1 ( 111,)11 ,: 111.':1 ,: ,ii'i Iii I, ,I' j: I :",,11: :'1 I 'I" 1111:: 11,1.:1 IIIII! \111 ;'1'1' 1,,1,11'111 I'" /111'1 :,11'1' I II II, I ;'11' I'" i , ,'I) 1'(1 I ~'III:I'III I" i "I 'I" ,III I" i. ' ,I 1'1" :., I,' " ,', 1. ,,' 1 I ". ' I."" '. 'I' I" I' 'I II'" ;' I '" i J1 , ii' II _ -, - , I I I _' - -, I ,-, " _ , - J' f ~ I ..' ,- - - - '; ,I' -__' - I! ii _'_0, - -', -'I , " \ , , , I, . , /I' " /I Ii_ , , , " " , ;/' -0') 1-; , ,S ,II i 1t 1 !c. a " l1eu<' n, ,'97 '~I .' '\J ~'\' Olll' " , , l ~ . p:'l ~ " " 1" JU\. .J\ I',. \ '. -1'-' " n .. o( 11 ~~ P2 :1\6 , If< \~v-\ .. , , ,;.\-" " " I; I, q, " \, " [l , , .'; ji ! ,~ I "'fl ! I!;I 11.1 ~ " GAtNS ANP LOSSmS ON SALms OR OTHmR PtSTRtBUTtONS ITEM ACQUIS!TtON VALUE SALIil PATIil NlllT PROOIilIilDS GAtN/LOSS ~ l.Ameriteoh $12/026,25 9/18/97 $11,617.90 $~408.35 2,J\pallhe 7,200,00 9/18/9'1 8,003.96 803.96 ,3. Clor.ox 13,150.00 9/18/97 14,571,55 1,421.55 4.Clorox 13,150,00 10/10/97 14,421.56 1,271.56 5".Bllno One 21(398,00 9/18/97 ' 22, 70f. 94 1,306.94 6.Bell south 12,622,50 9/18/97 12,256.96 ~365.54 7". Carolina. pwr 13)875.00 9/18/97 13,995.63 '120.63 8.Cinerqy 10,833.00 9/18/97 11,003.14 170.14 9.Colqate 2a,100,00 9/18/97 ' 20,767.60 -2,332.40 , 10 . Pow, Chern 32,512.50 9/18/97 33,363.42 850.92 11,lllastl1\~n 11,750,00 9/18/97 12,071.64 321.64 12,E1q\lity Res 10,312.50 9/18/97 9,946.71 -36.5.79 13,Dolninion 7,114.75 9/1.8/97 ,7)351.18 2:36.43 14,North pwr 6,600.00 9/18/97 6)290.;'8 -309.42 15,000 Petro 2,337.60 9/18/97 2,446,46 108.86' 16.PNC Bank 17,750.00 9/18/9'1 19,339.51 1,589.51 1 '1 .I~PM. Ino. 4,7.65,20 9/18/9'7 4)830.00 64.80 18.SBC COI1\lT\ 10,406,25 9/18/97 10,582.94 176.69 19.Whirlpool 4,868.75 9/18/97 6,403"08 1,534.33 20.Lakehead 8,350.00 9/18/97 9,136.67 786.67 NET TOTAL GAIN $6,983.13 tNCOMl!l 1, Edward Jones Money Market' ,8/1/97,,8/30/98 2. T. Rowe Price Int. Bond Fund 8/1/97-8/30198 3. Vanguarc;l Func;l$ '8/1/97;'8/30/9~, TO'fAl. INCOME $15,788,'59 'f' 831.61 UO,216.72 $26,836.92 ;1, Oheok ~ Date " Paye& Amol,lnt 1 814/97 TV Oable Oarllsle $ 10,60, 2 8/4/97 ' P$nn poWer & Light 19,44 3 814/97 Sprint 7:U1 4 614197 Emerald Drug 315.53 5 8113197 Larry E, Foote 226,00 6 8113197 Seourlty Link 86.63 7 8114197 Elaine Keck 50,00 8 8128197 TV Cable 10,60 !,!. 9 8/28/97 PP&L 19,12 I 10 8/28/97 Emerald Drug 93,77 11 9/8/97 Village Landsce,plng 176,00 " 12 9/8/97 Sprint 43,46 , .. 13 9/~(97 Ohurch of God HOrTle 100.00 14 9/11/97 Robin K. Sqllenberger ,.9,90 /1 15 9/11/97 RObin K. Sollenberger 1,066,66 16 9/11/97 Na.t1onal Grange, Inc, 60.40 17 9/11'197 Oash 150,00' 16 9/24197 Oapltal Tax Coli Bureau 16,86 , " , 19 9/24197 PP&L 24.40 20' . 9/30/97 Estate expenses 40,00 21 9/30197 David Shelbley 65,00 ,', , 22 9/3019~ Oarllsle Propane 37,10 " Oheck # Date Payee AmclJnt ~3 10/1/91 Elaine Keck $ 40,00 24 10/6/91 Sprint 99.60 , " 26 10/8/91 Village ~andsoaplng 116.00 26 10/10/97 Martin M, Fehl 46,64 , 27 10/18/97 Nallonal Grange, Ino, 245,10 26 10/31/97 Sprint 4.46 29 10/23/97 Montreal Trust 00, 31.45 . 30 10/23/97 Oarllsle Sub, Authority 93,15 31 10/23/97 P & A Health Serv 10;76 " 32 ~0/31/97 PP&~ 24:56 33 11/6/97 Village ~andsoaplng 126.50 '101 11/6/97 Robert L,O'arlen 536,86 , 102 11/24/97 PP&L 12.04 103 11/24/97 Oarllsle Hospital 32.00 104 12/4/97 Village Farm Lemdsoaplng 74,20 105 12/20/97 PP&L 14.96 .106 12/20/97 , Cash 45:00 q 107 12/23/97 Amold Fuel 011 139.10 , 106 1/6/96 Carlisle Propane 37.62 109 1/6/ge Carlisle Sub Auth ge,44 110 1/6/ge Village Farm Landsoaplng 30,00 .. 111 , 1/10/98 Arnold Fuel 67.33 112 1122196 Arnold FUel 236,97 , 113 1122198 ,PP&~ '20.69 114 11130198 Cash 132,00 115 2110le8 Village' Farm ~and"caplng Void (Lost check) . 116 1316198 ' PP&L 1,7.27 . 117 1316198 Arnold Fuel 177,10 118 5129198 Cash ' 45,00 119 131213198 Village Farm Landscaping 130.00 (replacement check for 115) 120 416/98 Robert L, O'Brien! 14.00. 121 4110198 PaDept of Revenue 496.00 122 Voided , 1213 4/130198 PP&L 16,62 124 . 4115195 IRS 1,91313:00 , , ii , " " A, US OapaMmanl 01 Hauling & Urban Oavalapmanl tlif.lil'OIl 10 j co A.INU I BLOCKS E, ,tl,1 ANo lIN ~'I IM~ORlAHt lAX III'ORM.IIO'I 'HO 1101"10 rURNIMllO II> TIll IRa Ir YOU .ne IUQUIRIO 10 IILI . RlTURI1, . IIIQLIOIHDI ~Oll" TV OR Ol"IR 1.IIDlIal/WILL II'M~OIIO 011 yOU" 111'1 ITIM In RIQUIRID 10 10 RIPORIIO '1/0 IItB IRI onlRMlIl1l fllAlll H^ t crr nr." 11 .p()AT 0 seTTLeMeNT STATEMENT S, T a or Loa ' 1, pHA 2, FmHA 3, Cony, Unlna, 0, Fila NQI 4, VAS, Canv, Ina, C, NOTBI 1h1' 101m I, hlfMllhtd IQ glV' ~. 'I'i.~n' 011011111 UIlI,mlnl toil' Amou"t. paid 10 ,nd by 1M "nltlfl,nl 'QI"I"I IhOWn lI.m. IT! r~/11 tpO t 1i;:I I II I In h I hown 11,1 1111 l't'O'm.!I~n I lI' nil I. n II~k II)( I 0, Nama,and,Addra.. ot Buyerl e, Nama and Addron at Sollarl F, Nama and Addro.. of LandIn 7, LOin Nal 0, 0 a a hi. Cua No! ~AWReNOI! t(, Zl!~~ ,Z LL Q, Propany ~ooa\lonl 1820 BASIN HILL BWD CAR~IB~Il, PA 17013 JAMeS e, HeAD eBTATII FIRST UNITSD MORTGAGII llRVI liB INO, I, Strtlaman' Da'al FeBRUARV 2S, 1990 , $o"'amon' Agln" HARO~D B, IRWIN, III Plaoo of Bo"llman'l 3S I!AST HIGH STRSST OARLIB~f, PA 1 013 RANSACTIO I K, au R 0 P I ,. " II lI~r ", k 'I. , '" I IO',tfl < .' (II " Ol, 8_ ~1 ~. 11.0' ,~11, I lilY. O"'f~h/lhltw'd In'I&tIH,ml"I 8I1t,m,f\I'lld 10 lh. bfa' of "'1' ~,rI~Ml';I~' ,'1d Utllll," I. . IIuI and ..curtl'II'I,mlll! 01 1II'f4'IP" 1M Cli'bu'U",tn,,, ",,,'I, on hI)' tOco.;nl 01 br m' 'nlhl' l"n"~\I~" I '\1M" U1i~( 111,! I h~'l" /ifl'i,td. topy 01 Ihl, HUD'1 'illl.m,nl II_t,m.nl, I dll,OllM . ,_IIIMtlU !h. S'Ulimllnl_A9'''l I~ mllrillh, CfI'lflb~ion'll\dlC,t.d 101 m, U~O\J"t, ";('9,,\,~_!no IM,\ In, )i.lll'm,tlt Ag'fII I' nO! IttpOr'\tlbl. IOf Ihl.CCUfUYOI vtl,d.ly 01111' d1iblllt'm.l'\\ .mounl' Of Ih' compl.t,n... 01 Ohl'9" m'~' l', WI"i Any Inl""I"'~ on f\l;'\4' Q'poi~id Vt1th S.ttl.m'l'\l Ag.nl h"'II1\Q .ybf IfI'IIlI(j br S.lll.m.nl Ag.,,\. ' .' "', , ' "" ' ?'i~V~~::>~ ~~.!~ 0( ~ SE.LLER . JUNIi. STEWAT, ExaQutrlxo' Ih. ~ (1 ) . 'S,'a,a 0' Jemea a, Heed , , R LAWRaNCe K, Zlmr ll''") /) '/. 7 ,,', . \'(" ." (' .." t ". t.'"" ',' ,-/.-{....-,c.. SUYER IVA K, ZELt BELLER ADDRESS ADORESS 'n~', "" liUPI Bfllti,m,nt a"lim;"1 wnlch l~'" p1ftl'lt<1I' 'I'll' & 'C~III_i' i1ccou"li ollhf fUM. \Irt1lch 'Ntft ffCtMiCliMJ ~ Ih, U'ld"ligntd.. ~r\.~'lh' "ul.m,nt 01 '~'\ ~'''''"iOn ~,<..A..d"Ut)' .' SETTLEMI!NT AGEIH -/'"' ' ~ ( ( c ("II lL.J I DATE , 10 .~.'a"^' Slgnedl .e.led, publl.hed .nd deol.red by the .bove n.med JAMES e, HEACS, . ' - , , ' ' .. .nd for hi. I...t Wlll.nd Teat.ment, In the prea.noe of ual who, .t hla requeat, In hla light .nd pr.a.nee, end In the alght .ndpr..enee of eeol1 other, hive he~.unto aublorlbed our nlm.' .a wltnl8..a, ~~ ADDRESS I.. ~ s,~~!.~.f'~ nA.~1 .--..~.6~ . ADDRESS)"". r. 0, ~ ~4-J-~ eA\~g, . .. " ~J I:' ;.." ,,< ' , " ',t'l . . ." , I l'f;'lO I .'1 l' . .. ,. - ...ft.... ., "..."..' '.' ~ Ilrl-Itl))IXI(l'll~ COM~~SYLVANIA DlPARTMINTOF RIVSNUS . DlPT,IIOIOI /, ~j ~-, REV..1500 -----....,.,III.iiliiiii)i;;----- , INHERITANCE TAX RETURN. ,mJiii"""'-""'. .. ,-- - -Y" RESIDENT DECEDENT 9, 7 0 7 u... ~...... R HUB RIG H T It D I T H L, 1 I" ~ . ~Ju~s~t.'~"RI~molloole~ B / 1 3/ 9 7 !XI " Qriglnal Rltvnl lJ Ulm"ed eltale o e,DecedenIDledTaellle'''''''C<9Y~WtI o 9, L 1II0n P~I RICINed . . 02/10/11 RBGISTBR OF WILLS o 2.SuppltmenlllRetvm 0 3,Rlmak1de'Ratvm'.II_""1II1">>~ o 4a, Putvle Inlereel ComplOmlle '.11_* "'IJ.I~ 01, Federel eltate TII.IC Retum Requ"-d o 7, Decedent Malnlllned a LiYll19 T/UIII_""IITnm) n. 8, TOIII NUmbat of alft Dtpoe" POXII 010, a ",POVeI1yOIld",.II_WO-INIoII.nf\<I,111 0 11, eltotloi1 10 laIC under8eo. 9113(A)V-k/!01 o L TAX INPORMATION SHOULD BI PIRIOTlII5 TOI Daley Law of~icea 1029 Scenery 'Drive Harrisburg, PA 17109 \ 1. Real HltalllaChedule AI I, alocl<e and Sondl (sihedule BI 3, Closely Hakl Corporellon,PIMlrshlp or Solo.Proprielorshlp z ~ ~ 4, MottoaOIl & No," RIOINlblt (SchedUle D) 8, Cash, Bank Dlpo$\W & M!ecelllneoul Personal Propel1y (SChedule H) 0, Jointly l>.Yned Propel1y (SChedule F) 7, Inll'.vIvOl Trenl'ars A M!ecellaneoul .Non,Probll' Properly (Bd1edult G 01 L) . 0, Toul GIOII Amle (10111 Line. 107) 9, Funl~1 Sxpenltl & Admln~trallvl OOl~ (Sel1edule H) (9) 10, Dible 01 DecedenL Mo!1gege LlabHltiel. & Lltnl (Sel1lldule II (10) 11, Toul DeduC1lona (10111 Llnll9& 10) (I) (2) (3) (4) (0) (0) (7) , 0 ,0 'iQr!. 1,(.\ \~H",}f.1' /'~ Il 'I .,. en .1<. ~. ,-, I 1 5 6 , 2 7 1 '0 7 \' , . r\ u 0 '0 0 I v.1 0 ,.0 0 1 B 2 " \I' n 0 7 2 9 .---1' , , ,'.11\ -\0 2 1 5 2 2 2 )", ,.\ , . , 0 , 0 0 __,_,_.,nLU , 1 6 9 12 9 6 , 2 1 2 9. 6 I 7 4 1 , 7 1 , 1 6 2 ,5 5 4 .. 5 0 0 . 0 0 1 6 2 ,5 5 4 50 0 0 0 9 I 7 5 3 . 2 7 0 . 0 0 9 I 7 5 3 . 2 7 (8) 4,220,3 2,521.3 (11) 12, Nil Vllul 01 elute (Line 8 mlnul, Line 11) 13, Chlmable Ind GQYlmmanll1 BequestelSeo 0113 Trulle forwhjqh en ellctlon 10 tax he. not been madl (Bel1ldule J) 14. Net Vllul8Ubjecl to rea (Line 12 mlnul Line 131 18, Amount 0 line taxlb at theepouIII tax ,." I I Bee InltnJctJOllI on me,.. Ilde. for epplloible percenllOl 10, Amounlofllne 141a1Ceble' 16 2 5 Its%rell 1 I 5 4 ' SOx 17, Amounl of IInl141a1Ceble II 1&% IIIe 1&, Till DUt 10, , I (12) (13) (14) (18) ,08 .(18) ,18 (17) (18) x ,0 x DATB 08-27-98 08-27-98 Deoed.nt'. Complete Addre..: m B 5 Richland Lane A arCrnenC lO"C eArn IU~l CIT'! I'A 17011 Tax Paym.nt. and Credit.: 1. Tax cua (Paga1Llne 181 2, CfedllllPaymanla A, epoUl81 Povarty Credll B, Prior PaYmenl1 'C,OIAcounf (1) 9.753.27 0,00 6,50Q~OO 42'5,00 3, InlafalVPanally If applicable 0, InlarQlI e, Panalty Tolal CrP<llls ( II + B + C ) (2) B,~25.00 4, (3) (4) (8) 828,27 8, 626.27 h PL SB ANSWBR THe POLLO ING QU S I 8 BV PLAOING AN "l("IN THB APPROPRIATe BLOCKS 1. Olddaoedent mekea Irenlfer end: Vel No ., reteln the Ut. or InQome of the property tranaferred: """"""""""""""''''''''''''''''''Hlftllll''tt''~ ; b, retel~ the rlghllo dealgnale who Ihell uae Ihe property Iranaf.rred or lis Inoome: ."""..,...." 0, relaln a reverelonary Inter8l1: or".....".",,,....,,..,..........,....,,,,,,,,,,.....,,....,,,,,..,,.........,,..,,,,..,."" d. reoelvelhe promlae for life of ellher peyments, benefits or care? "....."....,,,,..,,..,,.......,........ 2, If deeth ooourred on or before Oeoembllr 12, 1982, did deoedent wllhln two yeers preoedl~9 deeth t.ranafer property wllhoul receiving edeqUlte oonslderatlon? If deeth ooourred ,after Oeoember 12, 1982, did dsosdent trans'sr property wllhln o~eyssr of deeth wllhout receivIng adequate 'consideration? "1"'."""'\"""""""""1""'1""',..,."""""", ,... ,t, """ ,t;""""i,. i'ii' 0 (] 3, Old deoedent own'$O 'In trust ror' or paYable upon death bank aooounl or eeourlly 4, ~\~~e~e~:~~~~~:~' i~dj~id'~'.'I'~~'il~'~'~'~'~'i '~'~~~u~i:' ~~~uj;y: '~;' ~;h~;' ~~~~~~~'b'.'i~' '~~~~~'~y?:::: 8 ~ , , IP THe ANsweR TOANV OP THB ABoVe QUBST/ONS IS Yes, YOU MUST OOMPLeTe sOHenULe G AtlD PILe IT ASPARTOfl THB RBTURN 72 p,a, 9118 (e) (1.1) (I) provided for tM redUotlon. of the tex rate Impolea b~ t e nal value 0 trenlfers to or fort e US!! oft e . surviving ,spouse from 8% 10 3% for detal of dealh on or efter JUly 1, 1 994 and before Janu!!ry 1, 1995, 72 p,a, 09118 (a) ,(1 ,1) (iI) provided forlhe redUotlon 9f the rate Imposed on the nel vslue of,lransfers 10 or for Ihe use of the surviving spouse from 3%. 10 0% ror dale a of death on or after JanVary 1, 19911, The stalute doss not exemol a transfar to a survIVIng spouse from tax, and thelllalulory reQ41rements fOr'd/lolosure -91'assets end filing a tax relurn are stili applloable even Irthe surviving ~pouse 'I the only benefiolary, I., , ,.. . . " POR OATes OP DeATH ON OR ArTeR JANUARV 1, 1888, Please ".nswer the following question byplaqlng an "x" In the appropriate epaoe, Old the deoedent oreete a trult or. e/mllar Irrengement whloh Ie .olely for the eurvlvlng ,poulI'e benefll for hie or her Intlre tlfetlme? Vee 0 No [] . . " ' If you anlwered yes 10 the abovequeatlon, Ihe tax on Ihe truet or 11m liar arrangement Is poalponed unUl the daath of Ihe seoond apouee, al whloh time 11 will be fully taxable at the rela(s) applicable to the remalndar beneflolary(lea)' Bnler the value of the trust on Sohedule J, Part II, In order to remove 11 from the caloulatlon of Ihe tex auelrt Ihls eSlale, You mey Wish 10 flIe Sohedule Oln order to make the aleotlon avelleble under Seollon 9113. If the eleollon II made, Iha truat or almllar arrangert1ant Ie taxed In the este\e of the firat deoedent epoua., the portion of .the truat or similar arrangament whloh benefl!a ths survlvln9 spouae Is lexed at tha zero tax rale, and the remelndsr IB taxed al tha rate(s) applloable to the remalrlder beneflolary(leB), If you ohoose to make Ihe elaollon, you must attaoh Sohedule 0 to a IImely.flIed tax raturn, along wl1h Sohedule(l) K and/orM In order to ehow the epportlonment of the trust or Blmllar arrangement between the Burvlvlng spoule and the remainder baneficlary(leB), 10-12-1998 HEADS 01-24-1997 21 97-06a4 CUMPERLAND 101 .\ ~RoiW1t R"I~J MAKI OHICK PAVAILI AND RIHI~ PAV"INT TOI REGISTER DP WILLI CUMPERLAND CO COURT HOUlE CARLISLE, PA 17Ul~ OUT AI.ONG TH%8 I.INI ~ RITAIN 1.01llR PORTION POR VOUR R~ORD' P RW: laW.i'l('7~~p.-r&':n)"-AoYf6"-6'~-'mAilfiT;iN'6'I-'fAX-A"iP~'A"fIiW/I .-Att"lS"~ '.. tilI'-. -.-... --.... - -- . . DIIALL.OWANCIOl' I1IDUOUON!l AND A"."iiH ~T 0' 'A . 18TATII 01' HEADS JAMES B 1'11.1 NO. 21 97-06a4 AON 101 DATa lo.u-nlle tAM RETURN IIAIII I ACOEPTED AI PILED I XI oHAHIlltl Sill! AHMlHIIP NDTlCII ~IIIRVATION CONOIRNING PUTURI INTIRlsT - 811 RIVIRIJ APPRAI8ID VALUI 01' RITURN IABlD ONt 'ORIGINAL RETURN 1. R.al Eltat. Ilohedul. Al ' 2, Itookl *Ild Bondi ISohedul. SI I. olo..b Held stook/Plrt""rlhlp Inhrllt ,( Sohldul. 0 I 4. Hort,.,.I/Notel Reollveble (Sohedul1 DI 8, Cllh/alnk Depolltl/Hllo. PlrlOnll proplrty (Sohldule II 6. JointlY owned Proplrty (Sohadule PI 7, Tr~lflrr (Sohedule 01 a' Totll AII.t. APPROVID DIDUOTION8 AND IXIHPTIONII .. Funer.1 BMplnle./A~, COltI/HIIO. IMpenll1 (Sohldul1 HI 191 .10. Pebh/Hortlll'l ~lebUHlel/~I~' ISohedul. II 1101 .00 U. Totll DeduoUonl (Ul 12, Het Vllll1 of TIM Return Uftl 18, Charlteble/OoVlrn..ntel aaque,tli Non.lteoted 9111 Trultl (~ohedull Jl (111 ,00 14. HetValll1oflltahSub,j,ottoTIM . ' U41 484,A94,00 NOTII If.n ......m.nt W.' i..u.d pr.v1ou.1Y, lin.. 14, 11 and/Ur 16, 17 'nd 11 Will rlf1.ot figurll th.t ina1udl.th. tot.l of..6JJ,. rnurnl .......d to d.,.. AIIIIIIHINT 01' TAXI. , 18. A,lIUI\t of ~l"" 14 et SpoUlal rata US1.. ,00 M ,00. 16, Aep~t ~f ~l"" 14 hMable at pnllllCII.. ~ rat, U61 . I 0 [ K ,06. 17, A,oJnt of. ~l"" 14 hMebl. atcouatlral/Cll" a rate 1171 484,49; I Qj[ K .16. la, Prlnolpll TIM PUI (II' TAX ORIDITII PAVHBNT DAte 15'- ;q4-1 , SURBAU OF INDIVIDUAL TAMIa IHI,.MITAHCE TAX DIYlalOH DEPT. 280601 IIAllRI88IJRO, I'A 1112a.0601 COHHONW!AI.TH OF PINNBYL.VANIA DIPARTHINT OF RIVINUI NOTICE OF INHERITANCH TAM APPRAISHHBNT, ALLOWANCE OR DISALLOWANCH OF DIDUCnON& AND ASSBSSHHNT OF TAM RoeERt. L OBRIEN ESQ OBRIEN BARIC SCHERER 17 II SOUTH ST CARLISLE DATI ISTATI 01' DATI CI' DIATH PIL.I NUHIIR COUNTV AON PA 17013 III (I' III 141 ISI (61 17\ 106. DBa. 00 1I0G "bA'L 00 .00 .00 11,900.00 .00 iDO tel i' U,BOA,OO RBCUPT NUH8BR DISCDl,JNT I + I INTERBST/PIN FAID (-) .or ,on AHIlUIIT P~lD ~I : Vk 0 07-30-1998 AA296486 G,. '* ...,.'Wllmet...', JAMES B HIlTlI To Inaur,pI'opar .rtdUJ. ~our 1I00aunt, aub..t .ha uPpor portion ofthiO for. HHh ~our tOM pI~.~J. '20,on2,OO ,00 . u:n~:~ .~ijl~=Z-7::mjj ( IF TOTAL nul iO I.UI TItAN t1, NIl PAYHENT IS REqUIRED, IF TOTAL nuE 18 RBHEml" AI A "C"EDrI" ICRI, YOU HAV aB DUE A RErUHn, .... R'V,PU ""B Dt TIlII FO,," PDR INSTRUCTIOHB. I INTEREST IS CHARGED THROUGH 10.21-~991 AT THE RATES AI'PLICABLE AS OUTLINEO ON THE REVERSE SIDE OF THIS FORM R IF PAID APTBR DATE rNDICATBD, SBE RBVIRS! FOR CALCU~ATIOH OF ADDITIONAL INTB"EST, 1IIV,IIO:)U1tlffl* I f COt.4l,lONWBAL II IIN8VLVANIA OGPARTMBNT OF R6V6NU! OllPT leoeol I b' If] II "\ REV.1500 INHERITANCE TAX RETURN RESIDENT DECEDENT , e:.: , ,"c'----,,-,,----.-,----......:;;;:-- I', f1f~11 In.'' {}lIt '( ffi ~, ill I '-C~.-"" ._' "."'.'" '".-,"'" 'IU HUM"" , '~) CI'I Ll/)j( o c \/MUI .MOW.... H E 1\ D S J 1\ M ,E S B UI 100.12.7)5,8 07/24/1997 07 / 1 111 III '1 RIQIBTBR OP WILLS TH! . . o l, 9upp~menlll R.lUm o 40, FUlVlllnllllll Oompromllt Illll01 dl'UIlt "~"~ll Or, DOCt<IInl Ma/nlllntd a Living T!'lal '.....COIf oil",,,, 10, 9pouIBI Povarty Ored~ IdlllolM _U,l\<IllIId Hili o 3, Rlmelnder R.1V11l Illll 01"'" "10 11.lun o &. PId.rt' elll. TLil R.IUm Required _ 8, TOIII Number 01 9afe D4pot~ Box" 11, 81tct1on to itJl und.r Stc), G113(A) iAIacIIkllOI I ROBERT H' O'BRIEN, ESQUIRE 'R I " O'BRIEN BI\RIO & SCHE ER C LI O'BRIEN/ BI\RIC & SOHERER 17 WEST SOUTH STREET OI\RLISLE, PENNSYLVI\NII\ 11013 TELl 1. Rell allllt (9chedule AI (1) (,:r.>IA,IHE "'H'/ , 1 0 6 , 0 5 3 , 0 0 2, Sl~ and BondI (9d1edult B) (21 , 4 0 9, 0 4 9 ,0 0 , 3, CIott~ Held Oorportuon,Pannel1hlp or Bolt.Proprlelorthlp 13) 0 ,0 0 4, MQl\<lagel & Notal R8(lllvable (Sd1ldult D) 141 0 ,0 0 8, Calh, Bank DepoI~ & Mi$CellanaouI POl1Onel Property 181 4 9 0 0 ,0 0 Z ISchedule a) I 0 8, Jolnl~ <>NnOd Property (BCIledult PI (8) 0 ~ ,0 0 7, InltlNlvol Tranllel1 & MlaeelltnaouI Non,Probale Property (1) 0 ,0 O. IScha<lu~ G 01 LI ~__'I._'~"_u__,_..._,'-~'-r S, TOIII Grou Au,te (10111 Lln" 1.71 (6) 5 2 0 , 6 0 2 ,0 0 ' ~ ~ 0, Punerel Bxpenl" & Admlnllll1l1'1e COlli IBd1edu~ HI 101 5 0 5 0 8 ,.0 0 10, Debll of DOCt<Ienl, ~~e Llabllltlel, & L~ne (Schedu~ I) , 110) 0 ,0 0 1" TolIl Deductlone (1?1I1 Lln" 0 & 101 111) 5 0 ,5 0 B., ,0 0 12, N't Velu, ql B~1I1t ILI~e 8 minus Line 111 (ll) 1 4 6 9 14 9 4 .0 0 13, Chonllbltend Govemmentel BequIIlllSeo0113 Trulll lO'Wh~h an electIOn 10 itJl halnol been 1131 0 , 0 0 mede ISCI1edu~ J) " , 14. HelVelua 8ubleol to TIX (LI~ell minus Line (3) (14) 1 4 .6 '9 ,4 9 4 ,0 0 1 &, Amounl of line 1 IeXBb~ x 1181 , ellhllpoulal itJl rele , I ,0 See Inll1Uo1Io~s on rev,"e Ilde 101 appllceb~ percentege 18,AmounlolllneI4itJlab~. ' , x ,06 1181 ~ el8%rele I ! 17, Amounl01 IIna 14tueblt el10%rela ,4 6 9, 4 Il 4 . 0 0 X ,1& (11) 7 0 , 4-U · 9 0 (18) 2 , 1 7 4.0 0 DATe ADDRESS t>Q~~- C DATe --=:l.UQj "l 'f 'f'A 0\3 " \0 t: sC 1'j \'1 '1 0" t~~ N " 0. !,j 1 g !! ~ 1:: d ,ti ,i\ '(:.1 '~:i) '~ ~&! ~ .~. d , , " 'i "~I' " Dlioedent'e Complete Addre..: OIREE! ADoRaso 1 13 2 () 13 S !!! L L CiTY CARLISLIJ: Tax Payments llnd Credits: 1. Tax Duo (Poge \ Line 18) 2, Credlll/Paymonl, A, SpQUlO1 PovertyCredl1 a"Prlor Pnymellll C,DIICQunl (1) 65,000.00 :lJ2!50l00 3, InlerelVPenally If applicable , 0, Inlarelt e, Penally TOlaICradlta(A+a+C) (2) 6~, 2150.00 TOllllnllrllVPlnally ( 0 + a) '(3) 4, If line 211 grealer IlIan line 1 + line 3, enler Ihe dl~lrence, Thlllllhe OVIlAPAYMBNT, Ohtck boil on Ptgl1 Llnl19 to rlqullt I rt'und (4) e, If line 1 + line 3119rell'rtnen line 2, 'nler the difference, Thlll,lnnAX DUll, (e) " 2, 174 . 00 A. Bnter Ihe Inlerlll on Ihe lex due, (eA) a, Bnler the tolel of Line e + M, ThllII Ihe BAI.ANOB DUB, (e8) 'Mflkfl Oheck Parable to: REGISTER OF W1Li AGSNT I ~ -~~IIASIl AN8WIlR THB POI.LOWING QUl!S~IOJS 11..' BY PI.AOING AN "X"IN THB APPROPAIATB BI.OOKS 1, Did deoedenl make a Iranefer end: Yea No a, relalnlhe U,eor Inoome of the property Iranefarred: .....""""..""""'''''''''';'''''''''''''''''''''''''''~ I b, rataln tha (Ighl to deslgmile who ehall uee Ihe property Iraneferred or Ilelnoome: ",,,,,.,,,,,,,, 0, retain.' reliereloncuy Intereat; 0("""''''1''''''''''''''''''''''''''''''''''''''''''''''''''''''11'''''''''''''1111'"11"", . d, raoelve the promlea for life of allher paymente, beneflta or oare? """""''''''''''''''''''''''''.'''''' 2. If death ooourred on or before Deoember 12, 1ge2, did deoedenl within two yeare preoedlng death Iranefer property wllhoul reoelvlng adequale oonelderaUon? If dealh ooourred after Deoember 12, 1982, did deoedent Iranefer property wllhln one year of death wlthoul receiving adequate oonalderatlon? '''''''''''i''l>''''IIH."""H;'''''''''''''''''''''''''''''''I''IlU".""""j""d"" 0 [XJ 3, Old deoedent own an 'In Iruel fqr" or payable upon death bank eooount or seourlty 4, btl:~a~e~:~~~~~:~';~di~id~;t;~';I';~'~~~'i'~'~~~~~t:'..~~~ity:'~;'~ih~;'~~~:'~t~'b'~';~"p';~~~;;y?:::: B '~' ,IF THIl AN8WIlR TO ANY OF THIl ABOVI QUIlSTIONSIS YIlS, YOU MUST OOMPLIlTIl SOHIDULSG AND PILIlIT AS PART OF THS RIlTUAN 72 P,S, 69118 (,) (1.1) Oprovld,d forthe redUQtlon ofthe I,x rale Imposed on the net value of trenliferato or for the Uaa 0 the eurvlvlng apouae from 8'10 10 3'10 fordatea of de,th on or aftllr July 1, 1994 a~d before J.an~ary1, 1998, 12 P,S, 69118 (a) (1.1) (II) provided forthe reduollon of Ihe rate Impoeed on the net velue Of Iranafere 10 or forthe uee 01. ihe eurvlVlng spouee from 3'10 to O'Nfordetee of dealh on or ,"er January 1, 1996, Th" elelule does nol exemllla trenefer 10 e eurvlvh 'g apouee fromlaK, and theelalulOry requlremente for dlloloaure of a8lels and filing a tax return are ellll eppllOllble even If the eurvl~lng epouse Islhe only beneflolary, ': . FOR DATBS OF DBATH ON OR APTIlR JANUARY 1, 1995. Pleaae anewer the following queallon by plaolng an'K'ln the appropriate apeoe. ' . Old the d.oed.nt oreete a truat Qr 11m liar arrangement whloh Ie 191ely for the lurvlvlng Ipouee'l bene"t for hi. or hlr Intlre lifetime? Yea 0 No IKl ' , . If you enewared yes 10 Ihe ebove qUestion, th& lex on Ihe Irual or elmllararrengementla poalponed untll.the death of the eaoend epouse, at whloh time II Will be lU!lytaxable at the rele(l) apPIIOllblelo Ihll remainder beneflolary(lee). Enler the value of the truel on Sohedule J, .part II, In order to remove II from Ihe. oaloulatlon of IhalaK due In thle Bllale. You may wlah to meSohedule Oln ordar. to meke the aleollon available under Seotlon 9113, If Ihe eleollon Ie made, Ihatruet or almllar arrangemenllslaKad In Ihe eetale ofthe flrel deoedenl epouse, Ihe portion of the Irult or elmllar arrangement Whloh benefll~ the ,urvlvlng apouee Is.laKad e' the lero taK rete, and Ihe remainder Ie laKed elthe rate(e) applicable 10 Iha remainder beneflolary(lee). If you chooee 10 make Ihe ale01lon, you muet a<<aoh Sohedule 0 10 a timely. filed taK return, along wllh Sohedule(8) K and/or M In order 10 ahow the apportlonmenl of Ihe Iruet or elm liar arrangement between the sUlvlvlno apouse end Ihe remainder benefiolery(lu), CheoK # Date Payee ,Amount , 1 6/4/97 TV Oable Carllsla $ 10.60 2 6/4/97 Penn powel' & Light 19.44 '3 6/4/97 Sprint ,. 73.51 4 8/4/97 Emerald Drug 376.53 6 6/13/97 LarryE, Foote ' 225,00 6 , 8/13/97 Security Link 85,63 7 8/14/97 Elaine Keck . 50,00 8 6/28/97 TV Cable 10,80 " 9 8/28/97 PP&L 19,12 10 8/28/97 Emerald Drug 9'3,77 , 1.1 9/8197 Village Landsoaplng 178,00 12 9/8/97 Sprint 43.46 '.13 . 9/8/97 Ohurch of .God Home 100,00 " 14 I' 9/11/97 Robin K.Sollenberger 9,90 15 9/11/97 Robin K .Sollenberger 1,086:65 16 9/11/97 National Grangel Ino, 80,40 17 9/11/97 Cash 150,00 " 18 9/24/97 Oapltal Tax 0011 Bureau 16.88 ,,19 9/24/97 PP&L 24.40 20 9/30/97 Estate Expenses 40,00 21 9/30/97 DavldShelbley 65,00 22 9/30/97 Carlisle Propane 37.10 Ch"ok # Date Payee Amount 23 10/1/97 Elaine Keok $ 40,00 ' 24 10/8/97 Sprln\ 99,80 26 1 0/8/97 Village ~andsoaplrig ,116,00 26 ' 10/10/97 Martin M, Fehl 46,64 , 27 10/18/97 Natlon~1 Grange, Ino, 245,10 28 10/31/97 Sprint 4.48 29 10/23/97 Montreal Trust Co, 37.46 ,30 10/23/97 Carlisle Sub, Authority 93;75 31 1 0/23/97 P & A Health Serv . 10,78 32 . 10/31/97 P~&L 24,55 33 11/6/97 Village Landsoaplng 128,50 Cheok # Date Payee Amount 101 11/6/97 Robert L, O'Brien $ 536;88 102 11/24/97 PP&L 12,04 103 11/24/97 qarllsle Hospital 32,00 , 104 12/4/97 Village Farm Landsoaplng 74,20 Ii' 105 12/20/97 PP&L 14.96 106 12/20/97 Cash 45,00 107 12/23/97. Arnold Fuel 011 139,10 108 1/8/98 Carlisle Propane 37,62 109 1/8/98 Carlisle Sub Auth 98,44 1.10 1/8/98 Village Farll1Landsoaplng 30,00 111 1/10/96 Arnold Fuel 67,~3 .. ,. 112 1/22/98 Arnold Fuel 236,97 113 1/22/96 PP&L 20,69 114 1130/~6 ' Cash 32,00 115 2/10/96 Village .Farm Landsoaplng Vqld (Lostoheok) . 116 3/6/96 PP&L 17.27 117 3/6/96 Arnold j:uel 177:10 118 6/29/96 Cash 45,00 119 3/23/9,~ Village FElrm Landsoaplng 30,00 (replaoement oheok for i'. 115) " 120 . 4/6/98 Robert L. O'Brien 14.00 Cheok # Date Payee Amount 121 4/10196 PaDept of Revenue $ 496,00 122 Voided 123 4130/98 PP&L 16.62 124 6/1196 Cash 31.6Q, " '."'''I'I.''h..d~qh..k,'.o p SI!TT~I!MIlNT STATeMIlNT lIih III OItM" lIO j 00 f l.lE t-f QlO "'& , 1j,1 M~O Lm IiOI I 'M'OlllAl/T '^' 'NrOAWlTION ^NO 18 811'lQ rUAN'81l10 TO Till IA8 "TOU MI 1I10UIA80 TO IILB ^ AITUlltl, ^ 'lBOLIOBtlOI 'lIll[ T'I Oil OllilA aMlOTIOtl WILL 81 IMP08lo Oil TaU" n1l8 '11M ,& AIOU'"ID TO or, AIPOATlo MlP 1I111IIB OBTBAM'tlBa TllAlllllMIIOl f: IInfPorn A, US Dnpnnmanl 01 Hou81ng & Urbnn Dnvolopmunl I3,Tvpa of ~ann . 1, PHA 2, pntHA a, COny, Unlna, 6, Plla No: 7, ~onn NOI 6, Mor1gngn Inl Caan No: 4, VA 6, Con v, Ina, 01 NOrEI "TNt '101m It fu'hithtd 10 QIV' ~U. tl'l,m,nl!'li .Clv.IUlIItm.nl eotl. MllOul'Ilt p.ld lo,nd by IhI ..iUt""nl,g,nl ",.hOWn II.m, m !~. '''0 t wtl ' 'tiff I" I -III ,,,. I h h rlleu I",I)......!.'"II UI lit! r nnl net ll"i 01 I P,Nama Rnd Addfauol Buver: e, Nama and Addra81 01 Sallar: F, Name and Addrnu 01 ~endtrl ~AWRENOB K, ze~~ IVA K,Z1!~1. G,Prope!iv ~dontlonl 16aO BASIN HIl.~ Bl.VD CARl.IBl.B, PA1701 a JAMBB B, HBAO eSTATe FIRST UNITED MORTGAOB a VloeB INO, I. ael1lamant DatBl FeBRUARV 26, 1996 , I IT ,. Oil TO 1\ r,ll" 1 111 I h 'T. \ 'Ill! ., iI , , IIj " II 1 .,"';- 11,411.1 I "hI q"~full( "Yi'Wld ,I,hit hlli,m,nlll.tfm.nlllld(p lhUI'I' 01 ftlr .I\~'t:f~' ,lid l:)t!,.I, "II .111,l' 1M UOUII" SlII'/1'Iftll ol'III"llplt .nd ~I'bllf"m'nl' m'd. 1;1/1 tTI,- UOOIII'III;l' br fTl' 11'1 11l1' ".n"~lio" J lur1tl" U1Jf lti'! I tlh' fN'lltd .1I0P;' ollhl. 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L.I.t Will and Tletament, In t.~e pr...noe of ue, who, at .hl. requI.t, In hit light and pre..noel end In thfl eight and pre.enoe .of ..oh other, hive hereunto subscribed. our nlmll till wi tn....., ~1i, . ........ ~;'~ 5, ~:J.AJ ~, ~ f'~ ,I'?~~I . r~ ' .' I I' .,HI \ ., , ,I't,',. , llj' 1; ADDRESS I a.. '4 ~ f::fJ6tV- ADDRESS.l1' r. O~~ 'f'r..QI..J ~eAt~~ " T . . ~ . ...hH' ,.j ,,"......' ... ,.ld , -.. " ,t!'