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HomeMy WebLinkAbout97-00709 I'KI'J'I'ION .'OR I)R()IIATI~ and mtAN'I' m' LI<:Tn:RS /!.I'((/1l1 of' F,I,Sm L. VICTOR , ' (/1,1(1 kllow" t/.I J>1'('('(IWd. No,o11~9/1- 20~,- To: Hegistcr of Wills I\lr Ihc County of Cumhcl'land inthc Commonwcalth of Pcnnsylvaniu _~T.,,_.'_H--'" .., <---- -. Sf/cilll Secllri(I' Nil. 291.01.2083 The Ilclition of Ihc undcrsigned resllcctfully rCllrcscnts tllllt: Your Ilctitioncr, who is 18 years of agc 01' oldcr and the Executrix namcd in the last will of thc abovc deccdent, daled I>ccember 5, 1974111'd codicil(s) datcd [nonc1, Allh~d II. Victor, Jr"named as Exccutor, died January 21,1997, DccedCI1I was domiciled at death in Cumherland County, I'cnnsylvania, with her lust family 01' Ilrincipul residcnce at 801 North Hanover Slreel, Carlisle, Norlh Middleton Township. Dccedcnt, thcn 91 years of age, died August 9,1997, at 801 North Hanover Streel, Carlisle, Pennsylvania, Except as follows, decedent did not murry, was not divorced and did not havc u child born or adopled aftcr execution "I' the will offcrcd for prohatc; was not the victim of a killing and was nevcr adjudicutcd incompetcnt: Decedent at dealh owned prollerly wilh estimatcd values as follows: (If domiciled in Pa,) All personal properly (Ifnol domiciled in Pa,) Personal properly in Pennsylvania (If not domiciled in Pa,) Personal properly in County Value of real eslate in Pennsylvania situated as follows: [none] $ unestimated $ $--- $---- WHEREFORE, petitioner respectfully requests the probate of the last will and codicil(s) presented herewith and the grant of lellers testamentary thereon, ! , ~1' (J ,./) I ,/--. .1. '\It ,L/' (r.!/r:rcl'~' ..N cy R, V' or 336 Acre Drive Carlisle, I' A 17013 (717) 243-358 I ==============~~======~~===~===~==~===~=====~=~=====~~=~============= OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND ) Sworn to or aftirmed and subscribed before me this~~ST._ day of.. '!l1J.'- AU ST 1;.-__' 1(9L!ii I (/ , I _~ ~I ii, ,\1 '. . - !i..LJ..'iU_F.L~1 *-x!..'fl. i)' H RV CLEWIS Reglstcr (I I The pelilioner above-namcd swears 01' ullirms that the stutcments in the foregoing petition ~re true and correct 10 the best ofthe knowledgc and helieI' of petitioner und thut as personal reprcsentative oflhe above decedent, petitioncr will wcll and truly administcr thc estate according to law, lIb. d.lJ!~,il, 7ancy Rtf, ictOl' No, 21 - 9L- 709 Estlltc of ~:LSIE I.. VICTOI{, J)ccclI8cd \}ECRE~: m' PROIIATE ANI) GRANT OF Lnn:RS AND NOW, ____~__I\U_GU?I}L!__._., 1997, in considerlltlon of Ihc petition on the reverse side hereof,slItisfaetory proof hllving becn prescnted hcfore me, IT IS DECREED thatlhc instrllment(s) dllted Deeemher S, 1974, deserihed therein he IIdmilled to probate IInd filed of record as Ihe last will of Elsic L, Victor and Lellers Testamentllry lire hercby grantcd to Nancy R, Vielor. Will Book # Pagc" .-- . . ')1' I )' /" ! ','I I ( ,!. 1/, ' )2 J, j i., , U H" /'J)' ,_I, '/l} ({ {to Jj~"I" ' f"'7- Register of Wills i .' / MARl' CLEWIS \ Ivo V, 0110 \11 (27763) ATTORNEY (Slip, Cl. 1.1), Nll,) MAR'rSON, DEARDORFF, WIl.LlAMS & OTTO 10 East High Street Carlislc, P A 17013 (717) 243.3341 FEES Probatc, Lellers, Ele, Short Certifieatcs( 3) Renllneialion X-Pages ---.n;p TOTAL $ 115.00 $ 9.00 $=-- $ 3.00 $-1~ Filed AUGUST 22. 1997 D (ij', \Q .. t:-'.\ ~,"" Called attorney on 8-22-97. f/WIUi!l\f)^ T AFI\.I1\J!!iTA'mS\Uol.rH'TL1'1l -t-... , , .-,.-1--, --" i _ _~ --;o-~~_-o::-=.;...~=-=----=-.~~-- - ____-;-_.l..::.-==-:- -.. .......L. t,I,\lltdIHl+'O[~lU ~"'IlOfI,,"lUI\Y I'lolr"'IHJUI\Y ,1,1",. O.~_, 11.1<..... l?- Ilqm~'" fJ 0 11 ,<(..~ l J 9.....,....,_.,~1"~ t ] 1'M - IloI ..~ ") ,~,~~ .,,,,,,,,,, n~. 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Kauffman, MD >_'1j;~::-~ ,,;..&---- --- --C;;:I;;'~~~"~~ ~~~.....-..- --~.._~-_.~--~..,------ --~~, Thil 1\ III 11'IIIly that dll' 1"111""''''''" 1t,'I<' 1',11"11 ",""n,1t '''1,,,,1111'"''" ""1',11''\ "'"d"II' ,,j .1","1, dill\' lik.l \\,;tlt III<' ," 1","\ \(''1',;\11,\1, Tit.. llril'-ill,'\ <l'llIli, "I<' will \0.- i;'I\\,II,k'\ ,,, d", '"",'.' \ 11,'\ """,,\, (1Ir"" I", 1"'III111"'II,lilll'l',. WARNING: It Is IlIogallO dupllcalo Ihls COpy by photoslat Of photO(lfaph, h't' fill t\lh n'rtil1~,lI('\ J;,I,no ~~:,~~~Q~ Alii; U<l] 4430168 !),\h' ____.__________---....---.~r-~~~...-.~~_K ..~..._- .. No, >1'O~ "1"'" lll1 COMMONwe.LTH OF PENNSYLVANIA' DI!PAA1MENT Of HEALTH' VITAl. RECORDS CERTIFICATE OF DEATH 'IllHf 1'''INI~"",''1I _-----'-------- ';""'2i;';':';"~';'-=-208;~1:~~:;'''':~;,' ~99;----" _~~ OmOfBIA1tl~-'.""'''''''''''' ~",,,,",",,".,;,,,,,,,,=,7';,.",,,,,-, --,----"--- ....\_. ""'",,,_, P'!,W_'9.'~ "0'",,"-----" "---........,,,...... '--"';;..;"~:-' May 29,1906 oh '~C"lI""ILl Ul/o......,'''''C; ,~MU I ~o ~ cn.1OAO '01 (~I~ mil~~,1J..(<'IN.~"'ot.'.'" Qo~"r~~NI"""'..' ~~I1c llt Of"! N Kjl M:1-,1_...'.....~...... tl<; 1l<I~ .[).._<tlc..... I"*~ite CUI'l'lhUl~ North Middleton IL~ChurOh of GO~ 1.I.....-.lI\.".....~IlO:::.... 1'. , ",' ''''!>J!~-'''' .", "''' 1'"<''''' '1:\"l~~1!~1,M\;;" ,',.;'~=.."..~-- ":~l:::'"~ ,.~~.l:;O:':!', ,~ct::J.f".:':"~'::'.'3.:':' M 1~~adSC--- (lo.oOIe.I~"1 ,,~......~er ~ " ,:.~:~., 'L~~ ":::1',, Widow.d , """"..."...."""...",_,,"""'...,.,_' :m;~'" ,......._ P!,,_ _..,___,,__'" ",LJ_*__.,_____=-=-.===:;; 33f) Aore Dl:'ive nlSIOE~l ,*~I'II 1""'...""0:,...... rob 1 ....... " CUli.~.2,~.--,~-,..::':-~:.....,-'~-""'-'b.~~~o. ~.~ ~nd ,_ ,,_..' ".KI~!!--:.!I'lt~-'L--~=..--.,~,.-..,"-I, ''If'''€~ 'IUl,I[ ,I ,,' "'~."M ll_i t,101l<E~" NAt,l€ i' '. ...<10'" ""."""$0.'...., J.L H.....n sohol. ..._._______'''__.' Blanoh. Phillip' -----~-------- 'w',,'", ,,,,., ",,,,,", '"'0"''''''.''''''''''''''''- 0<,,,,"0'" ",',~, Hanoy Viator 336 Aar. Oriv., Carlial., PA 11013 Of/DiPOStlN .___---~.aI1:iP5ifffi5If()N 'LACI Di~N_",c.......,.,cr...~ lOC.'~{booIO.""'''~ ... I ,,__L1 .._."....[) ,,,,,.,,,,., .~"'"., Tall...dq., uH '\",,_u ~",_",-_________LJ, A\lquat 15, 1997 . Tall...dg. C....t.ry ....\l'~,.''''",~~.... "",..-. ",--]:':",,;:;0.;,- - ...."".OM. '" """ Ha ...n-..ot W~. s.l~.~ _~1.2~___- 2!9 North Hanaver_It...t r.....,........."~...OI>ty-".,.'T'~ 1101_01 y."".....,<Jtllh<N:Il.'I<'lII'...I'tlI.,<lII.lI'4pl"..."od llC!I",,.uloIlllll _".~O<.._."'~"~...,, '",","~ '"' ...., ,... "" 107 ~._._. __ '<0<,-,_'''- \\ lJ<V""~ a..,~ ~ 'I.l,.J ~....Jq.",.....",,<M'I'iO''''r,., ..------ TIt,lE ()(1I'tl ~--..lOiiTPI\'itKll'tfC~;;';~-";I-~-- ""'!C"'fl(~('inIlECIO"'.DIC~l'WIIIN(I\IC.' ""r>' .___.=--__ loJ.~.M._______-"_,t..~ ..:\,_\:~".:-'--..__.._- __- ..Il .- '" ,,,....,.,". 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'PA 1701.~ ... -_.~.-~- -.-----.--------.. .-_.-~-'-'- \:= ... ----nin:-Tfl-iRi .t,-.J(iI~i'rijt"K :Ut,' _.~._._.__.-._---~-_._--,.. - .~Oi;nOt(i;A<;;(nii,i,),ji:-;j(i: ,.ii- IKJUny~~~1 OUCllllllt!ClW'H.lI.JI'I'fOC'cVl'/lIO WI"'. .lJ1(')f1,Y"NfIlNO~ ....Il....~l ~fHO" ro cOUl'\111OHOfCAUIII I:lf llt,tl~Ol ...,[.1 ..,[J j " CL Cw!! r'~ a: ~ ~ ~ w :> z () ,,1 ..JO ~ ~ ~ ,.... ,:j ..J ..J w OJ " H ~W " >- ^' b. ~ ~ Ul ;'" ,0 y, Z ,.1 ~I 01' III ~ z !'! ~ ~ W 0 J: w y "- to [,1 " W z " ...1 . ,.... 0 III 0: " W tJ1 W 0 ~ J ri\ a: u S . Ul 0 Z " J , W <( 0: (,90: .( l.1.. () .. . " '\ ... <, ~ 1,1\3'11 Wl1.L ..-.--'- I, gLSI]~ J". V I C'l'Oj(, of tho uorough of Co.r11S1e, Cun\b0rl'o.ncl, Coun ty. Pel1 nsyl van 1 n, clod are thi s to he II1Y Lust WIll nndl'oVOke uny wills previouSly nmde hy me. I, 1 devise llnd bequeath ull of t11e residue of my estate of whatever nature and whorever situated to my sOn, Alfl'ed 11. Victor, Jr. if he survives me, n. If my son, Alfred II. Victor, ~Ir., doos not survive. me, then I devise and bequcath Bald ~'cBldue to my daughter-in-law, Hancy U, Victor, III, If my dOUghtor-ln-lnw, Nuncy R. VIctor, does not survive me, then I devise and bequeath sald resIdue in equul shares to the c1111(lron of tny sor\ ilnd dU\lghter-in-l1wr, Alfred II. Victor,Jr, und Nnncy E, Victor. IV. 1 appoint my son, A1!l'e<'l II, Victor,. Jr. to be ,the executor of this illY will. In the evcnt he fails to qualify or ceases to 8ct, 1 appoint my <'laughter-in-law, Nancy R, VIctor to be executrix. In the evcnt she falls to quolify or ceases to act, I appo.tnt !lenry P, Victor to be elCecutor, V. 1 direct th8t my executor shall not be required to file bond in this or any othor jurisdiction, VI. I lIjJl'oint lienry i'. VIctor to be guurdian of th~ estate of any of the children of Alfred ll, Victor, Jr. and Hnney n. 'Victor as Illay be mInors. VII. I direct that mY guardian shall 110t be requirod to file bond in this or any other jurisdiction, IN WITNBSS wm:ltEOF, 1 have hereunto setlnY hand and seal to this my 1"n8t Will, this .stJ;. dny of December, 1971\. . eh~ - f 7/,~ii:+./,' (SBAL) E: .-' Il\\IlIUl1i\IJ^tM1ILlI\llS'r^'rt\8\NOTlfILfIIR NlIIl\e of Decedent: CERTIFICATION OF NOTICE UNDf,R RULE 5.6(1\) ELSIE L. VICTOR Date of Dellth: August 9, 1997 FlI.eNo. 21.97.709 !, To the Register: \ I I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following on or about August 26, 1997: I t , I , I \ Nancy R. Victor, 336 Acre Drive, Carlisle, Pa 17013 Date: N.." "" oow "'". "". to .i1 ~ OOti~~;' 5.6(.) ,-, NIA August..1'1,1997 Signature ~ ---------------.----.-...,....---------.------ Name Ivo V. Otto III MARTSON, DEARDORFF, WILLIAMS & OTTO Ten East High Street Carlisle, PA 17013 (717) 243-3341 Attorneys for Personal Representative o :'1 I'! 0'\ I ci r~, p, q). t~ it") ~ ~U' REJ,j: -!r~.11Hl1f i /'s r n . ,S REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT . COMMONWf.AlTIIOl'rt:NN!lVlVANIA, OfiP;,ATMrNlO'-AEVI!NUf OI!'" 28M01 HAR~llltll.,"O, f'A ",2IHMl OfiCEOENT'S NAMI; (LAST, FIRST. ANI> ",1001-[ INITtAl.) II'" /I blank block 10 ,ellarale wOfd~ VICTOR. ELSIE L. 'SOCIAL S(iCUR1TY NUMllH( 291.01-208~ DAlE OF DEATH 0810911 ~(J7 -."...----(,i'i.,i~,^";;,i:,'II-' "f~ ........-....-....-.-7 ,21 ' CO\JIITY 0"'* ~7 VIAll 007(1) N\JNII" , (II' APPlICAOlt, SURVIVING SPOUSE'S NAME (LA3T. nRST AND MIOOlt INITIAL) 1.0rlglnlllRflturn 2 Supplomontal Roturn O.\T( or OIRTH 0512912006 SOCIAL SECURITY NUMBER ThilfClIUfnmuSlbeflllldlndupliclltoWllhlhO REGISTER OF WILLS 3 Remalndor Return (fer dales oldealh pllor 1012.\3.6;1) 4 Limiled Efilalo 4a, Futuro Inlerellt Compromise (lor dalel of dealh 5 Fedoral Eslllto T8)( Roturn Required Illler12.1Nm a Docedent Dlod 108talo (AIl.ch copy 7_ Decedent Maintained" Living Trulll (AtlllCh 0 8 Total Number of Sale OOPoslI BOl(es a/Will) copy of Trultj 9. Llllgatlon Procoods Rocelvod 10_ Spousal Poverty Credltldale of dealh Mlween 11. Elecllon to la)(, under Sac. 9113(A) lAHach SCtl 0) 1l.31.91 Ind 1.\.05) '~_. . _~__-_JIl"IiI""""."';'N,lWJ7'~""lfflM""""."'''''';'''''''''''-.''''' i'.',," ,1!..__~~'I"'" ",~"""",,,,'~~~_'!!!ll',ll.-~J!:"" . "OJ!!l,'I'r """ "'''''''~t'i~'''',,,,,,,,,,,,,,w,C'~''~~""~''' NAME .C:OMPLE E MAILING ADDRESS Ivo V, Otto III, Esquire ~ I " :;: I- 19, 0 Chick hili II you orl "qUilling. relund 01 your overplyment. 'i'i{:;,,\\'Vi':i\~Viit~tYr.Xi.1II1Irr.__~-~lllI"'i"'~1lIIllIlQl(!M'Afjt~~!'l!;\;~({!!!i';!!',"" L1ndel penatllel 01 perJury. I decl.re Ih.t I have 1'I~8mlned this return. locluding eccompan.,.lnglchedule, and slatements, .nd 10 Ihe best of my knowledge and belief. II IS true, crnrecl I\nd complele tel ,,'''' 01 P"P"" 0,"" 'hi' 'hi p"""",,,""'IO"" ". blued on all informallon of wtlich preparer has llny knowledge / .dJcl.a,...JL)c;'. ~., 336AcrcDrivc,Carlisle,I'A 17013 ~~ II Jqg s, Mf'I'ONR,sPoNs,al' foA'FltliJ1rruRN ADOR'SS DATU S,ONA T~ ,OF ','''liON ~S"lEFOR FllINO RE1UR" ADDRUSS '1 D~:lU"\O" ~\j ~ Tell ERst lIigh Street, Cal'iisle, I'A 17013 '" -,"'1;) SIGNATURE OF PREPAREROTHER THAN REPRESENTATIVE ADDRESS \!! lS~!2 Il!~g "..ill ~ :il~ h 1, Real Estate (Schedule A) 2, Stocks and Bonds (Schedule B) 3, Closely Held COI~oratlon, Partnership or Sole.Proprletorshlp 4, Mortgages & Notes Receivable (Schedule D) 5, Cash, Bank Deposits & Mlscetlaneous Personal Property (SchedUle E) 6, Jointly Owned Property (Sohedule F) 7, Inler-Vlvos Transfe.. & Miscellaneous Non.Probate Property (Schedule G or L) 8, Tot.1 Gro'" Allet. (total Lines 1-7) 9, Funeral Expenses & Administrative Costs (Schedule H) 10, Debls of Decedenl, Mortgage Liabilities, & Liens (Schedule I) 11, Tot.t Dlductlonl (total Lines 9 & 10) 12, Nit V.lul 01 Elt.tl (Line 8 minus Line 11) 13, Charitable and Governmentel Bequests/See 9113 Trllsls for which an election to tax has not been made (Schedul. J) 14, Nit V.lue Subjlct to T.. (Line 12 minus Line 13) :FIRM NAME (If 'PPlicable) MARTSON. DEARDORFF. WILLIAMS & ono TElEPHONE NUMOER (717) 243-3~41 ~ ~ E ~ a: 15, Amount of line 14la.able at llie spousal tax rate See Instructions on reverse side for porcentage 18, Amounl of line 14 taxable al6% rste 17, Amount of line 14 ta~able at 15% rate lB, T.. DUI Tell Ea'llI igh Street Carlisle, I' A 170 \3 ~....,.,-,.,-.--..<,...."..,.....,.,..,..-".".~-,------.-~"'---' (1}:l (2) 1: "'''89>.'4t87~'80'!\ (3) r"" H. '~" ' J.,;. " , :j I~WI~L'" ~ ..1 ~, i! "l (4)' , (S)t.,... 35.847,0/ ,._.,'t~b~."~"..._,.lt.,,_,-<-.,,.w . ,~. : " (B) I . I ~;_,:~_~d,';-; ,'. ~ ;;,~~l ~-,;,~';,':,._~;iA ~)I I ----oFFTr:iAL liSt; I)~l~-'~.- (B)t'''"'''" .~ ,\_'1""".,-";,_.-",.'. 125,334,87 ' (9) "~I .-. .-. 12,547,98; ..,.." ,-' 1.839,58 '-"'-'-" ." (10)1; (11) (12) , 14,387,56 110,1)47,31 '". .......-..----. ,'C!_",-"_.'.,,," ";;.-",, X '00 I, I' , ._-, K ,06 (13):, I (14)\' 110,947,~1 't._:,'-..",..-rt....':1'--:"'..~"!"":T,...-~,.,.,':".. (15)'1 \J:~_.,.;..,;_.,._,.~"""'~....~.t.,...... (18)~ 6,656,84 ~.~-.;--; ,I. ._, '.' -..,.,.- (17)1 ~r':';-'-_;~__.';;';'<__'__: --,.: -, .-- (IB)l .' . 6,656,84 \----..-..-...-~~,'-'<-+-<<-...... r ~~\;.;_~;... 1" .", " ,.~ .,J1. LI.~ ~.. 110,947,31: tf':''''~' ,.- r_.,1.,,~ .~J.~~,"",; ",;,'~'---"'1 x ,\. .. .. ... .Nj ,15 , " I , I' " l"'I ";'''0' t;~~ N {<Of" (,I,;' ~~ -,~ ;'j ~~ ',ill is Uu \u lJ: r'j-' ~:;\ , ],- ...' Decedent'. Complete Addre..: )) n. KO I North Hanover Slreet CITY Carlisle s'rA'!'1\ I'A loll' 17013 rlX Plymel'lt. Ind Credit.: 1. Ta, Du. (pag. 1 L1n. 18) 2, Cr.dlts/Paym.nls A, Spousal pov.rty Cr.dll e, Prior Paym.nts C, Discount (1) 6,656,84 6.000.00 3\ 5,79 rolal Cr.dlts (A + B + C) (2) 6,315,79 3, Inl.r.sVP.nally If appllcabla 0, Inlar.st E, P.nally Tot.llnteresVPenalty (0 + E) (3) B, Entar the lolal of L1na 5 + 5A, This 1$ tha BALANCE DUE, (4) (5) (SA) (5B) 341.05 4, If IIn. 21s great.r than IIn. 1 + IIn. 3. .nl.r th. dlff.rance, This Is Ih. OVERPAVMENT, Ch.ek box on P.g. 1 Lln. 19 to roqu"I' rolund 5, If line 1 + IIn. 31s gr.at.r Ihan IIn. 2. .nl.r Ih. dlff.r.nce, This Is Iha TAX DUE, ~" Enl.r the Inler.sl on th. la, du., 341.os Make Check Payable 10,' REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BV PLACING AN "X" IN THE APPROPRIATE BLOCKS 1, Old d.ced.nt make a Iransf.r and: V.. No a. r.taln the us. or Income of the property Iransf.n'od;"""""""""""""""""""",,,,,,,,,,,,,,,,',,,,,,,,,,,,,,,,,,,, b, retain the rlghl to designate who shall uselhe property transfBrred or IlslncomB""""""""."""""""" c. retain 8 reversionary Interest; or, ,,,,.,.,..,,,,,..,, "....,.."""" "'''' ,..""""", ,,,.,...,....,,,,.,,,.. ,,,.,,,,...,..,,,..,,,,,.',, d, recelvelhe promls. for IIf. of .Ither paym.nls, benefila or car.?""""""""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,, 2, If d.alh QCCUrred on or before D.cember 12, 1982, did deced.nt within two y.ars pr.cedlng d.alh Iransfer property without receiving ad.qual. conslderaUon? If death occurr.d aft.r D.cemb.r 12. 1982, did daced.nt transf.r property within on. y.ar of dealh wllhout r.celvlng adequate consld.ratlon?"""""""""" 3, Old d.cedent own.n 'In trust for' or payabl. upon d.ath bank aecounl or s.curlty al his or h.r d..lh?""", 4, Old d.ced.nt own an Individual reUr.m.nt accounl, annuity, or olh.r non-probate prop.rty?""",,,,,, IF THE ANSWER TO ANV OF THE ABOVE QUESTIONS IS YES. YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, ... 72 P,S, S9116 (a) (1.1) (I) provld.d for Ih. r.ducUon of th.l., rat.lmpos.d on the n.t valu. of transf.rs to or for Ih. us. of the .urvlvlng .pou.. from 6% 10 3% for dat.s on or efter July 1, 1994 and before January 1, 1995, 72 P,S, S9116(a) (1,1) (II) provld.d for the reducUon of the ral.lmpo..d on Ih. n.1 valu. of Iran.f.r.lo or for the u.. of the .urvlvlng .pou.. from 3% to 0% lor dates on or after January 1, 1995, Th. stalul.ll2llUllllHllmlll a transf.r 10 a surviving spou.. from Is>, .nd ,the stalutory r.qulr.m.nls for dl.closur. of ass.ts snd filing s ta, r.tum .re stili applicable even If the .urvlvlng .pou.. I. Ih. unly b.n.ncl.ry FOR DATES OF DEATH ON OR AFTER JANUARV 1.'995. Pl.... answ.r Ih. following qu..Uon by pl.clng an "," In Ih. .pproprlat. .p.ce, Old Ih. d.ced.nl crell. . Iru.t or .Imlllr err.nglm.nl which I. .01.ly lor lh. .u",lvlng .pou.... b.n.m tor hi. or her .nllr. IIt.llm.7 i i VII [, No II you .nswer.d yes to the above qu..Uon. the ta, on the trust or slmll., arr.ng.m.nll. po.tpon.d unllllh. dealh ollh. s.cond .pou.o,.t which lima It will be lully tax.bl. It Ih. rale(s) appllcabl. 10 the r.malnd.r ben.ficl.ry(l.s), Ent.r Ih. valu. of Iholru.1 on Sch.dul. J, Part 1I,In ord.r 10 r.mov. It from the calculation of the ta, due In Ihls .stal., Vou m.y wl.h to III. Sch.dul. 0 In orelAr to m.k. the sl.cUon .vallabl. und.r ..cUon 9113, 11th. .'.cUon Is m.d., the trust or slmU.r .rrang.m.nt I. la,.d In Ih. ..t.t. of the fir.1 deced.nl.pou.., Ih. portion of tholrust or .Imll.r arr.ng.m.nt which benefllslh. surviving spousalslaxed allh. z.ro lax r.t., and the r.malnd.r I. la,.d al Ih. r.I.(s) applicable to tho '.malnder b.n.llcl.ry(l.s), If you chos.lo make Ih. e'.cUon, you musl.lI.ch .ch.dul. 0 10 a Um.ly-llI.d la' r.lurn, along wllh .ch.dul.(s) K andlor M In order to .how Ih. apporUonm.nt of the Iru.t or similar .rr.ng.m.nl b.tw..n the surviving spou.. and Ih. r.malnd.r b.n.flclary(l..), '. .J:0.!i~!.!J J~. I, ,~',i'lI!':, I" 1'\ "I~'\l:, of '1.1101101'0111',11 of r.'\I'1 \!l111, GUlih,!r111111' fJOllllty, '0""ny1VII"''', lird'\I'1! thl" to IH' I'IY 1,n~t ',1111 1\11<\ rOVI,\\o '\flY willA l)rtVlOUllly I'Hldt' hi'ne. 1. I <loV1so l\I\d IIrquenth ,,11 of tile renld\.o "f lilY oatrttc I of what.I!\";" ""turo 1111<' ""hCl'ovor !II tllntod t.o I",' ,'0", "lIreli II. \'i.otor, Jr. 1f he s\lrvlveH 1:\<1. 11. if l'Iy no", ,\),fro<l II. netor, ,II'" (Ioos "ot, O\\rvlvo 1'1", tholl ( "0\,100 lI,,1i """,,,,:\th ",,'d I'oo'd"o to 1"1' ,1''''I'ht",'''in.1I\W, ':l\I'C~' l~. VlctO\'. III. If 11\' '1"IIr.htol'~lll-lr,w, ':"""v II. nete'", 010<'" "ot ,;urv1VO no, t.h"" I ,!oVlRll ".HI "O'lHonth ""lrl ro"lrlue ,I." "'1,,,,,1 shnre~ to thl! ohl'dren or I'll' 00" ,,,,,I "i\11I',ht('r~i,,~1"':I, ,IUl'o<l ", \'lctor. !J,~. nod ~l11llC~' ' . \'.lctot'. I'" ,. ""pOlllt 'w 'W'. :IUl'c,1 !I; "leto1', .II'. to IIc 1;he O:<OO\\tor <,f thifi II)' 1'1111. I" tllo evellt h" f"Un to qu"ury 01' ct'lI""" tn lIot, ill,' 'olnt "I' ,lo.l1/'I,tor-1n-'"\,/' ::n"oy ,'. Viotor to lJoenoolltrlX, III tho evollt she rails to ~\llIl1fY or "ellsO. to act. 1 lIi':,O.lllt \1""1'.\' ", ndor to ,.0 o:<"OlltOI'. V. I IUreot thllt n~' e:<"O\\tor 9.",11 110t. ho roq\li"O" to rHo \)()Ild III thln or flny otllflt' j\lrLsdlCt.ion. VI, 1 a!,,,oillt ,lol1ry ", Vlotor to he 1\\ll1r<lial1 of the estnto nf allY nf the chil!lr'''' of ,lUred Il,"iotlll', .11', "",\ ;\I\'wy I, '\'~ctor an nay he nlI\Ol'U. Vil, 11lroct th,,!. ny II,,",'lI1"11 IIhall l10t I,e rO<\lIire'l to U1e \)011(1 in thifl or a\lY other jllrlAdletlnn. 11\11"":"::1~1 ,1\i!,:!",OF, 1 hl\vC ,,,,rClIl1to sot IIII' hlll1d nil" son' to tili. I'\Y 1,,,st i'lil' , thtr"S.t/.J. dny or Deoomho\', 11174, ().,~ I. Z/;.t'C-I .' ( 3'~I\bl [-----'AMount ROM,ltto'd::=] MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURY HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .. R IV: i$iti. iiCAFp. iOiF 97T. NoYicr .OF .i"NHiii ifANCE. Y AX - 'A-P-IiRA" i iiMiNr; -Ai.l"owAiicE -b-li..n - - - _00. - -...- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ELSIE L FILE NO, 21 97-0709 ACN 101 IS~/9'9- .6- .UREAU OF INDIVIDUAL TAKES lNHERITAHCE TAM PIVISIOH DEP!. 210601 HARAISIURa, PA 171l'~0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAK APpRAISE"ENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESS"EHT OF TAK IvO 1/ OPO II I TEN E HIGH ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ESQ PA 11013 ESTATE OF VICTOR TAK RETURN WAS, (X) ACCEpTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN I, Rool Estoto (Sohodulo Al 2. Stock. and Bondi (Schedule 8>> S. Clos.ly Held stock/P.rtner.hip Int."..t (Schedule C) 4, "ortllla./Not.. Receivabl. CSchwdul. DJ 5. C..h/B.nk Depolita/Hi.c. P.r.onal Property CSchadul. E) 6. Jointly Ownod proporty (Sohodulo F) 7. TranI1.,. (Schedul. G) 8, Total A...t. '* IIH,.,u",m.m 05-25-98 VICTOR 08-09-91 21 97-0109 CUMBERLAND 101 ELSIE ( ) CHAHGED DATE 05-25-98 APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Fun.ral Expan.../AdM. Coatl/HiIC. Expan... (Schedull HJ (9) 10. nobh/"ortgogo UobUIUu/Uons ISchodule II (101 1.839,58 11, Totol Doductlons (11) 12. Not V.luo of T.. Roturn (12) -- 15. Charitable/Govern..ntal Baqu..tIJ Non~.l.ct.d 911S Trult. (Schedul. J) CIS) 14. Not V.luo of Eohto Subjoot to T.. Cl41 NOTEI If.n ......m.nt w.. i..uld prlviau.ly, lin.. 14, 15 .nd/or 16, 17 .nd 11 will r.fl.ct figur.. th.t includ. thl tat.l of Abb rlturn. ......ed to d.tl. ASSESSMENT OF TAXI 1&. AMount of Line 14 at Spou..l rat. <<IS) 16. AMount of line 14 t..able at Lln..I/CI... A rat. (16) 17. AMount of Llno 14 to.oblo ot Collotorol/Closs . r.to (17) 11. PrinciPII Tax Du. ClI (2) 131 (41 (51_ (6) (7) TAX CREDITS I pAY"ENT DATE 10-30-97 03-12-98 RECEIpT NU"DER AA242413 AA269842 PISCOUNT (+ I INTEREST/PEN PAID (-, 315.79 .00 .00 89.487.80 .00 ,00 35 ,847, 07 .QQ .00_ (BI NOTE I To in lure proplr credit to your account, IUbMit the upper portion of this forM with ~our tax Ply...nt, 125,334,87 12,547.98 lit .lA? Ii' lID ,947.31 .00 1I0,947.31 .00x,00. 1I0,947.31 K .06. .00K.15. ClB) ,00 6,656.84 .00 6,656,84 A"OUNT PAID 6,000.00 341.05 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN, TOTAL DUE . 6,656.84 ,00 .00 .00 J c L . IF pAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIDNAL INTEREST. IF TOTAL DUE IS LESS THAN 81, NO PAY"ENT IS REQUIRED, IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU "AY .E DUE. A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. I ' (0 'l::~ ~- 9- C),~~ '10: ~ ~ 1 ~ ;p .'>0 a: ) d (-I , ) ~ q Ii'; I' ~ &J D " 0 en ~(E ~ ~EIERYATIONI E,t,t.. of dt~edent. dvin. on or bafor. OtClub,r 12, 19.2 w~ If ftny future Intar..t 1n thl a.tat. JI t,,",i.rrld In po.....lon or ,"Joy.,nt to Cl.., . (00111,ar.l) bln.flot.rl.. of thl daced'n' .ft,r the IMPltatlon of InV ..,.ta for 11f. or for y,.t., tn. c~onwe.lth hat.by 'Mpr..,IY r...r~J' tn. right to .,pral.. end a."" tranlf.r Inherlt.nol 'aM" at thl lawful ct... . (00111'aral) rat. on any such future lnt.r..t. PURPOSE Of NOTICE I To fulfill thl requlrl..lnt. of Stctlon 21100 of thl Inharltanu and Est,t, TalC Act, Act 21 of 1995. l1l P,S. S.ctlon 9140), PAV~MT I Dttach th4 top portion of thl. Notlol and tubalt with your plV.-nt to thl R.gl,tar of Willi prlntad on thl ravar.. side. n"aka ch.ck or 1I0n.y ord.r payable tOI REGIBTER OF NILLI, AOENT REFUND (CR)1 A rafund of a talC oradlt, which Will not r.qu..ted on the IlK R.tul'n, II\tV b. r.quuted by cOllpl.t1ng an "Application for R.food of P.nnsylllanl. Inh.rltance fmd E.ht. hK" (REV"IlIl), APplloatlon. ara allallabl. at th.Offlc. of the R..l.t.r of Wlll., anv of tha 23 Rav.nue DI.trlct Off Ie.., dr by 0"111". the .paclal 24-hour an.werlng ..rlllc. nunb.r. for for.. ord.ringl In P.nn,Ylllanla 1-800-362-Z050, out.ida P.nntylllanla and within local Harrl.burg araa (717) 787-8094, TOO. (717) 712"22Sl (Ha.rlnu lap. Ired Only). OIJECTIONSI Anv partv In Inter..t not ..tltflad with tha appral....nt, allowanc. or dl..l10wanc. of deductlont, or ....tt..nt of tax (lnoludlng dltcount Of. Intarut) a' .hown on this Notic. .ust objeot within .h:ty (60) d.y. of raealpt of thlt Notica bYI "written protut to the PA Dapart..nt of R.lIanua, loard of APpalll., D.pt. ZU021, ~Iarrhburg, PA .-.l.otlon to hall. the ..tt.r d.t.r.ln.d at audit of the account of tha par.onal r.pra.antatlll.1 --.pp.al to the Orphan.' Court, 111U-1021, OR OR ADHIH ISTRATlYE CORRECTIONSl factual .rror. dl.covar.d on thl. ........nt .hollld h. addr....d In writinG tnl PA napart..nt of Rav.nua, lur..u of ImUvldual TaK.., ATTNI Pott A.......nt RiIIlI,daw Unit, Oapt. l80601, narrl.burg, PA 11121-0601 PhOne (117) 717-6~OS. S..pa.. S of the bookl.t "In.tructlon. for lnh.rltanoa 'ax Raturn for. R..IPnt Oaoadent" (REV-IS0l) for an .xplanatlon of ada'nl.~r.t'valy corr.~tabla arror.. DISCOUNT I If any tax due I. p.ld within thr.a (3) c.land.r .onth. aft.r tha dlc.dant't d..th, . flv. p.ro.nt (S~) dl.count of the taK paid h allow.d. PfNAL TV I Tha 15X t'M 811na.ty non~p.r~lclp.tlon p.nalty i. co.putad on the tot.l of tha tax and Intar.tt .......d, and not p.ld b.fora January 18, 1996, tha flrtt day aftar tha end of the taK aana.ty p.rlod. Thi. non-plrtlclPltlon p.naltyl. app..labla In the .... .*nn.r .nd In tha tn. .... tl.. p.rlod ~. yOU would .pp..1 the tax and lntarl.t that ha. be.n .......d a. Indleat.d on thl. not lea. INTEREST I Inter..t I. ch.rgad baglnnlng with 'Ir.t d.y of dallnquancy, or nlna (') aonth. and on. (1) dav frOM the d.~a of d..th, to tha data of p.y..nt. Ta~" which blc... d.llnquent bafor. JMnU.ry I, 19.2 ba.r Int.r..t at thl r.t. of .Ik (6%) paro.nt par Innu. calcul.t.d at . dally rata of ,000164. All ta~.' which bac'" delinquent on and .ft.r January 1, 1912 will b.ar Intara.t at . rata which will vary frol calandar y.ar to ul8f\Cf.r y..r wUh that rat. announe.d by tha PA Dapart..nt of R.lIanoe, Tha .ppllo.bl. Intara.t r.t.. for 1.IZ through 1991 arll '!!.!t Intara.t Rat" Dally Int..ra.t Fachr :!!!! Int.r..t "at. P,_lly Interut F.ctor 1962 20Y. ,OOOS4I 1917 .1: ,oaOZ~7 I'll 16X ,000451 1""-1991 11% .000301 196. IIX ,000501 1992 ox ,000247 1965 11X ,OOOn6 19'5-1994 1X .0001'2 1916 lay. ,000214 1"5- 1'998 ,X ,000247 -~lntlra.t h calculatad .. followtl INTEREST . BALANCE OF TAX UNPAIO X NUNBER OF DAYS OELINQUENT X OAILY INTEREST FACTOR -~Any Notlcl I..uad .ft.r tha taM baco..' daltn~u.nt will r.fl.ct .n lntar..t calculation to 'Iftaan (IS) day' bl\tond the d.ta of the ........nt, If pay..nt it .ada aft.r tha Int.rut cOlIIPutatlon datI .hown on tha Notlca, addItional Intar..t au.t ba calculat.d, ~\'lm"ji\M"ll'tl.u"'tlJ"'QI"I\I, RELEASE KNOW ALL MEN BY THESE PRESENTS that I, HENRY p, VICTOR, olle of the residuary legatees under the Last Will and Testament of ELSIE L. VICTOR, late of the Borough of Carlisle, Cumberland County, Pennsylvania, deceased, do hereby acknowledge that I have received from NANCY R. VICTOR, Executrix under the Last Will and Testament of the said ELSIE L. VICTOR, my one. fourth share of estate under the terms of said Last Will and Testament residue as follows: 12/97 Cash 20.000,00 04/98 Cash 8,000,00 08/98 Cash 3,072,72 for II total distribution in the amount ofTHIRTY.ONE THOUSAND SEVENTY. TWO and 72/100 ($31,0n.n) DOLLARS, AND, THEREFORE, I, the said HENRY P. VICTOR, do by these presents remise. release, quit-claim, and forever discharge the said NANCY R, VICTOR, Executrix aforesaid, her heirs, assigns, executors and administrators, of and from the aforesaid distribution of my residuary legacy, and of and from all actions, suits, payments. accounts, reckonings, claims and demands whatsoever, from the beginning of the world to the day ofthe date of these presents, AND, THEREFORE, I, the said HENRY p, VICTOR, agree to refund to NANCY R, VICTOR, Executrix aforesaid, any portion of the distribution to which I am not properly entitled, and to the extent of said distribution, to indcmni fy said Executrix for claims mllde against her as Executrix, and to reimburse to said Executrix all expenses and costs incurred in connection with any such claims, AND I hereby consent and agree that the Orphms' Court of Cumberland County may discharge the said Executrix upon application, without further notice to me, IN WITNES~WHEREOF, I have hereunto set my hand and seal this 6 day of ,t/,.,/~ '-'<./' ,\998, ( Witness: p V ~ ~- PROVINCE OF ONTARIO ) : SS. COUNTY OF ) On this, the ~ day of k'" ~ e _~, 1998, before me, a Notary Public, personally appeared Henry p, Victor, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and 0 cial seal. ~ ' . ....:::--::_:.....~ ~ ""MOfary Publi~: ... . 7' c.---r -- ,.,,,,.;.. (" AI' ,-14 '''''lIMAfAnLl\IUfATMltMlllIlI. RBLEASE KNOW ALL MEN BY THESE PRESENTS that I, WILLIAM R, VICTOR, one of the residull1'y legatees under the Last Will and Testament ofllLSm L, VICTOR, late of tho Borough of Carlisle, Cumberland County, Pennsylvania. deccused, do hercby acknowledge that I have received from NANCY R, VICTOR, Executrix under thc Last Will and Testament of the said ELSIE L, VICTOR, my one-fourth share of estate under the lenns of said Last WiI\und Testament residue as follows: 12/97 Cash 20,000,00 04/98 Cash 8.000,00 08/98 Cash 3,072. 72 for a total distribution ill the amount ofTHIRTY-ONE THOUSAND SEVENTY-TWO and 72/100 ($31,072.72) DOLLARS, AND, THEREFORE, I, the said WILLIAM R, VICTOR, do by these presents remise, release, quit-claim, and forever discharge the suid NANCY R, VICTOR, Executrix aforesaid, her heirs, assigns, executors and administrators, of and from the aforesaid distribution of my residuary legacy, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, from the beginning of the world to the day of the date of these presents. AND, THEREFORE, I, the said WILLIAM R. VICTOR, agree to refund to NANCY R, VICTOR, Executrix aforesaid, any portion of the distribution to which I am not properly entitled, and to the extent of said distribution, to indemnify said Executrix foi' claims made against her as Executrix, and to reimburse to said Executrix all expenses and costs incurred in connection with any such claims, AND I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said Executrix upon application, without further notice to me, IN WITNESS WHEREOF, I have hereunto set my hand and seal this ,1998, day of '" I"~ ". //' tJt .L l;;~#tt< /( , ~ .L t.,,'f.!..-J William R. Victor CO OF PENNSYL V ANlA ) : SS, COUNTY OF CUMBERLAND ) On this, the /,)..f! day of ~ ~ , 1998, before me, a Notll1'y Public, personally appeared William R, Victor, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed same for the purposes therein contained, IN WITNESS WHEREOF, I have hereunto set my 11I~l1d an . / ~/ y- NOTARIAl. SEAL flO,QIE U, BllRTpNj~otary PlIbllU CllHs!l, CumDll/llnd CounlY MyCOmmtllilc~ E>;p/18I MP.y 8, lQi)t ,II'U...\O"fAPUlllA'''fI....lOllUt lWL.EASE KNOW ALL MEN BY THESE PRESENTS that I, CHARLES S, VICTOR, one of the residuary legatees lroder the Last Will and Testament of ELSIE L. VICTOR, late of the Borough of Carlisle, Cumberland County, Pennsylvania, deceased, do hereby acknowledge that I have received. from NANCY R. VICTOR, Executrix under the Last Will and Tcstament of thc said ELSIE L. VICTOR, my one. fourth sharc of estatc undcr the tcrms of said Last Will and Tcstament residue as follows: 12/97 Cash 20,000,00 04/98 Cash 8,000,00 08/98 Cash 3,072.71 for a total distribution in the amount ofTHIRTY-ONE THOUSAND SEVENTY-TWO and 71/100 ($31,072.71) DOLLARS, AND, THEREFORE, I, the said CHARLES S, VICTOR. do by these prcsents remise. release, quit-claim, and forever discharge the said NANCY R. VICTOR, Executrix aforesaid, her heirs, assigns, executors and administrators, of and from the aforesaid distribution 6f my residuary legacy. and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, from the beginning of the world to the day of the date of these presents. AND, THEREFORE, I, the said CHARLES S. VICTOR, agree to refund to NANCY R, VICTOR, Executrix aforesaid, any portion of the distribution to which 1 am not properly entitled, and to the extent of said distribution, to indemniJY said Executrix for claims made against her as Executrix, and to reimburse to said Executrix all expenses and costs incurred in connection with any such claims. AND I hereby consent and agree that the Orphans' Court of Cumberland County may discharge the said Executrix upon application, without further notice to me. IN WITNESS WHEREOF, I have hereunto set my hand and seal this oCTl>~&. , 1998. day of Witness: S~VI STATE OF CALIFORNIA COUNTY OF ) : SS. ) On this, the day of , 1998, before me! a Notary Public, personally appeared Charles S. Victor, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. Notary Public