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HomeMy WebLinkAbout97-00764 PETITION FOR PROBATE and GRANT 01. LETTERS No. ~~'t1-0""~Lf_ To: Estate of Arthur H. Bair also known as Register of Wills for the Deceased. County of Cumbe rland in the Social Security No. () (,I D - (J.3 - If'1Q,,3 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s). wh~are 18 years of age or older an the exeeut or" in the last will of the above decedent. dated June 6 and eodieil(s) dated None named . 19~ (slale relevant circumstances, e.g. renunciation, death of executor, etc.) Deeendent was domiciled at death in Cumberland County. Pennsylvania, with " is last family or principal residence at 609 Charles Street. ShipnensburS):. PA Borough of Shippensburg (list street. number and muncipality) Deeendent. then 'P,.... years of age. died September 11 . 19 97 at 609 Charles Street. Shippensburg. PA 17257 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: none Deeendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 150.000 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 609 Charles Street, Borough of 80 ,000 Shippensburg. Cumberland Countv WHEREFORE. petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration C.l,a.; administration d.b.R.c.t.a.) theron. ~ -.r u = u .,,~ .- ~ ~~ U" <xU = -g.g ~.= 'Vi'~ -.r~ :;0 ;; = ., iii . Jr. 5300 New Church Court Fairfax. VA 22032 (703) 278-9216 710 Brenton Street Shippensburg, PA 17257 (717) 532-6888 ar L 1S Orndorff OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } S8 COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well nd truly administer the estate according to law. . Sworn to or affirmed and subscribed { before me this 15th day of SEPTEMBER ~ h J(I '/fAlll.J> 'J.IJI , ~R~ C. LEwrr )J~ Registe I 5 - .;2.0.3 - '-I- '" 00' " '" ~ " ~ ~ H r ouise Orndorff Estate of Mthur II. IInlr . Deceased DECREE OF PROBATE AND GRANT OF LETTERS SEPT. 17 97 AND NOW 19_, in consideration of the petition on lhe reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated June 6. 1994 described therein be admitted to probate and filed of record as the last will of Arthur II. Bair and Letters Testnmentary Drehereby granted to Arthur H. Bair, Jr. and Mary Louise orndorff WII1 Book H Page '-iYI Mlj D .Xw..'u- {)&uVwVl-v I M i/lI !:J tJit-. Register of Wlil~~~:f~:tE~IS FEES David P. Perkins, Esquire #34342 A TIORNEY (Sup. Ct. I.D, No,) MARK. WEIGLE AND PERKINS 126 En~t Kjn~ Street ADDRESS Shippensburg, PA 17257 (717) 532-7388 PHONE 270.00 9:88 Probale, Letters, Etc. .,.,..,.. $ Sh~R~filhcates( )3...,.,.... $ Renunciation ...".,.,...,.., $ JCP $ TOTAL $ SEPT. 10199'/ 5.00 293.00 Filed ................................... CJG r:: ;::- \.:. --,~. LETTERS AND ORDER TO ATTORNEY(PROTHONOTARY BOX) ,rl -:'J '__'I I'..) ..;)..1 - \ (\ (',' -,. C '7ef ~{. r'.", ." r:- , '. : i \ : '. ;i i : , ;:' , . " -;, Ul tI . ; I i I : , , . . , ,: :, ;Ii ':;i ',' :1 i:: :;::' I'! ;;'Ii ::1: LAST WILL AND TESTAMI'NT I, ARTHUR H. BAIR, of 609 Charles Street, Borough of Shippensburg, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. 1 order and direct the payment of all my just debts and funeral expenses as soon as may be convenient after my decease. SECOND. I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, in equal shares, as follows: A. ONE SHARE to my dear friend, MARTHA JONES. In the event the said Martha Jones should predecease or fail to survive me by thirty (30) days, I then give, devise and bequeath said beneficiary I s share in equal shares to my children, ARTHUR H. BAIR, JR. and MARY LOUISE ORNDORFF, on a per stirpes distribution basis; B. ONE SHARE to my son, ARTHUR H. BAIR, JR., on a per stirpes distribution basis; and C. ONE SHARE to my daughter, MARY LOUISE ORNDORFF, on a per stirpes distribution basis. ~. I hereby direct that all federal, state and other death taxes payable because of my death, with respect to the property forming my gross estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of administration of my estate and that such be paid out of the rest and residue of my estate. (1,ti,.,^ dPfJ/\,~~ (SEAL) MARK, WEIGLE AND PERKINS _ ATTORNEVS AT LAW _ 126 EAST KING STREET - SHIPPENSDURG, PA, 17257 JI FOURTH. 1 nominate, constitute and appoint my son, ARTHUR H. BAIR, JR., and my daughter, NARY LOUISE ORNDORFF, to be the Co-Executors of this my Last Will and Testament. FIFTH. 1 direct that my personal representatives shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, 1, ARTHUR H. BAIR, have hereunto set my hand and seal to this my Last Will and Testament, written on two pages, the first page signed for identification only, this G day of ~. , 1994. ~H.Ml j4 & ,A~ (SEAL) This instrument was by the Testator, ARTHUR H. BAIR, on the date hereof, signed, published and declared by him to be his Last Will and Testament, in our presence, who at his request and in his presence and in the presence of each other, we believing him to be of sound and disposing mind and memory, have hereunto subscribed our names as witnesses. ,;,I (2, ~ Qr -2- MARK, WEIGl.E AND PERKINS - ATTORNEYS AT LAW - 126 EAST KING STREET _ SHIPPENSBURG. PA. 17257 ,I l.:~;~)..(t;~":l,~i:\..i;~,.:t~::;,:' .\. ~77~::-.~- ._:...,r::~....... . _...._"-"~..,~..\ir,"\1.'1),, ~.l;;l;d(.'''''..;~;.,.^''''''' I '''''~~'''-'' ...',.... .'.,.....- .~. .."~ ....- - :.;.,c .'" !'. r ,3~, COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND I, ARTHUR H. BAIR, the Testator, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~ H Bil"'lv Sworn or affirmed to and acknowledged before me by ARTHUR H. BAIR, the Testator, this <Ot,day of ;Ju.",," 1994. Notarial Seal Rhonda R. Wo~Old, NoIary Public ShIppensburg Bere. Cumberland County My Commission E>pires Jan, 20, 1997 MARK. WEIGLE AND PERKINS _ ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA. 17257 i ~ I,. --I' 'I" ,') .,! I Ci, eu -t ~ t $:+ 1/1 . Z ~ S1 II: a <>:: UJ ~ ~ ' H ~ < 0. j w ct ~ ~ '" c "a. -H s::; ~ "+-I Z ~ .. ' e ::<: ct ~ ~ Cl tn l;S ~ a: ~ ~ ~ z ~ <>:: > - m ~ tn :=> w ~ ~ ::<: 12 z ~ ffi ~ ~ ~ UJ a: ~ " :s: 0 w " ~ ~ f . <( :: III ~ II: ct ~ ;. " .' " . . IN RE: ESTATE OF ARTlllIR I I. I3AIR, late of the Borough of Shippensburg. Cumberland County. Pennsylvania. deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLVANIA ORPHANS' COURT DIVISION ESTATE NUMBER 2197-0764 CERTIFICATION OF NOTICE tiNDER RULE 5.6(n) Name of Decedent: Arthur H. Bair Date of Death: September I I. 1997 Will No. 2197-0764 To the Register: 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 beneficiaries ofthe above-captioned estate on September 23, 1997: Arthur H. Bair, Jr. 5300 New Church Court Fairfax, V A 22032 Mary Louise Orndorff 710 Brenton Street Shippensburg, PA 17257 Martha Jones 617 Charles Street Shippensburg, P A 17257 Notice has now been given to all persons entitled thereto under rule 5.6(a) except NONE. September 23, 1997 Signaturec;;;)J C C~ Name: David P. Perkins, Esquire Address: MARK, WEIGLE AND PERKINS 126 East King Street Shippensburg, P A 17257 Telephone: (717) 532-7388 Capacity: Personal Representative X Counsel for Personal Representative MARK. WEIGLE AND PERKINS _ ATTORNEYS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257.1397 ". C::/ . OFFICIAL U~[ ONLY I 5 ~03 - 1-1 REV-1500 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT, 260601 HARRISBURG, PA 17126-0601 1, Real Estale (Schedule A) (1) 2, Stocks and Bonds (Schedule B) (2) 3, Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4, Mortgages & NOles Receivable (Schadule D) (4) 5, Cash, Bank Doposits & Miscellaneous Personal Propelly (Schedule E) (5) 6, Jointly Owned Property (Schedule F) (6) 7, Inter-Vivos Transfers & Miscellaneous RECAPIT - Non-Probate Property (Schedule G or L) (7) ULATION 14. Net Value Sub eel to Tax Line 12 minus Line 13 15. Amount 01 line 14 taxable al the spousal tax rate See instructions on page 210r applicable percentage 16, Amounl of line 14 taxable at 6% rate 17. Amount of line 14 taxable at 15% rate 97,878.17 x ,15 (17) 18, Tax Due (18) 19, 'Cf!ECK:HEilIOIFYOI.lAilEilEOI.lEsTINGA"ilEFI.lNll"OFAN"OVERPAYMENT WI'" (;;W(;o:" ""'""'{>>,,,BESURETO?ANSWERAUl,"QUESTIONS".ON";PAGE','2,"'AND"'RECHECK".MATH<:",',"'"""",, ","', ""'""','",,,,,',,"',.' Under panallles of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best 01 my knowledge and bellef~ it Is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge, NATURE OF PERSON AE PONSIBLE FOR FILING RETURN ADDRESS DATE '-I ~ ee Schedule attached r;;l-;;ll:? - q ~ CCRESS DATE c. 126 East Kin Street ) ;;}-.;l. ~ - <\ ~ Shippensburg, PA 17257 DECEDENT CHECK APPRO- PRIATE BLOCKS CORRES- PONDENT TAX COMPUTA- TION REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER r.OUN~COO[ ~~~7 N&J.r,'h DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Bair Arthur H. SOCIAL SECURITY NUMBER DATE OF DEATH 066-03-4793 09 11/97 (IF APPLICABLE}SUFlVIVINO SPOUSE'S NAME (lAS r. SOCIAL SECURITY NUMBER FtRST,AND MIDDLE INITIAL) DATE OF BIRTH 08 24/1909 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS 1 0" I R I 2 Sit I R t 3, Remainder Return . nglnB El urn . upp omon a 0 urn (dati 01 death prior to 12-13-82) 40. Futurlllnterest Compromise 4. Limited Eslafe (ddlllD' dulh<1f1er "-12-87) 5. Fedoral Estato Tax Rtrn, RequIred 6 OllCl!dent Died Testate 7. Ot'cedl!nt Maintained a Lllllng Trust 0 . (Attach copy 01 Will) (Allach copy 01 Trust) 8, Total No. of Safa Deposit Boxes 9. Uti ation Procoeds Received 10, ~~~~{~~~~~~r~~ T~;~It(dale 01 death between 11. ~fl~I~~nstght~lC uoder Sec. 9113(A} THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCF. & CONFIDIONTIAL TAX INFORMATION SHOULD BE DIRECTED TO: . NAME COMPLETE MAILING ADDRESS David P. Perkins, Es ire 126 East King Street FIRM NAME (If Applicable) Shippensburg, PA 17257 Mark, Wei le and Perkins TELEPHONE NUMBER (717) 532-7388 109,000.60 None OFFICIAL USE ONL V .:? None None 225,524.30 None None 8. Total Gross Assets (tolal Unes 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10, Debts 01 Decedent, Mortg, UabiliUes, & Uens (Soh, It (10) (6) 24,718.86 16,170.93 334,524.30 11. Total Deductlona (total Lines 9 & 10) 12, Net Value of Estate (Line 8 minus Line 11) 13, Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (11) (12) 40,889.79 293,634.51 (13) , None 14 293 634.51 x ,0 (15) 195,756.34 x 11,745.38 ,06 (16) 14 , 681. 73 26,427.11 7 PA1 NTF 10869 COPVrlght Forms Soflwarll Only, 1997 Nelco, Inc, Ill, ,. Estate of: Arthur H. Bair 21-1997-0764 Sl1<W\RY OF ALlCCATIONS TO BENEFICIARIES Class A Arthur H. Bair, Jr. Ma!y lDuise Orndorff 97,878.17 97,878.17 195,756.34 Class B Martha Jones 97,878.17 ~ .' Estate of: Arthur H. Bair 21-1997-0764 '!he following person(s) are signing the return as representative(s) of the estate: Arthur H. Bair, Jr. 5300 New Church O:lurt Fairfax, VA 22032 Mary Louise Orndorff 710 Brenton Street Shippensburg, PA 17257 '. Pego 2 PA REV-1500 EX (1-97) Decedent's Com lete Address: STREET ADDRESS 609 Charles Street CllY Shi Tax Payments and Credits: 1. Tax Duo (pago 1 Uno 18) 2. Credit./Paymonls A. Spousal Poverty Credil B. Prior Payments C. Discount STATE PA ZiP 17257 (1) 26,427.11 Total Credits (A + 8 + C) (2) 0.00 3. Inlerest/Penally If epplicable D. Interest E. Penally (3) 0.00 (4) (5) 26,427.11 (5A) 0.00 (58) 26,427.11 Total Interest/Penally (0 + E) 4. If line 2 is grealer than line 1 + line 3, enter Ihe difference. This is the OVERPAVMENT. Check box on Page 1 Uno 19 to request a refund 5. \llina 1 + Une 3 is greater than line 2, enter the difference. This is the TAX DUE. A. Enter the Interest on the tax due. 8, Enter the total of Une 5 + 5A. This is the 8ALANCE DUE. Make Check to: REGISTER OF BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No ~ I 1. Did decedent make a transfer and: a, retain the use or income of the property transferred: . . . . . . , . . . . . . . . , . . . . , . . . . . . . . . . . . , . . . . . . b. retain the right to designate who shall use the property transferred or its income;. . . . . . . . . . . . , . . . . . c. retain a reversionary Interest; or. . . . . . . . . . . . . . . , . . . , . . . . , . . . . . . , . , . , , . , . . , . , . . . , . , , . . , . . d. receive the promise for life of either payments, benefits or care? , . , , . , . , . . , . . . . , , . , , , . , . , , , . . . 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? . . . , . , . , , . , . , . . . , , . , , , , , , . , . . , . , . , , , , , , , . , , . , , . . , , , . . . . ., 0 3. Old decedent own an "in trust for" or payable upon death bank account or security at his or her death? , . . , . , . . . . , , . . . . . . . . . . . , . . . . , . , . . " , . , . , . , . . , . , . . . . . , . , . , , , , , . , , , . , . 4. Did decedent own an individual retirement account, annuity, or other non-probate property?,..,.,. '" , , ~ B ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, G AND FILE IT AS PART THE RETURN 72 P.S. 89116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995, 72 P.S, 89116 (a) (1.1) (II) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving spouse from 3%. to 0% for dates of death on or after January 1,1995, The statute does not exempt a transfer to a surviving spouse from tax. and the statutory requirements for disclosure 01 assets and filing a tax return are still applicable even If the surviving spouse is the only beneficiary. FOR OATES OF DEATH ON OR AFTER JANUARV 1. 1995 -- Please answer the following question by placing an "x" in the appropriale space. Old the decedent create a trust or similar arrangement which Is solely for the surviving spouse's benefit for his or her entire lifetime? Ves 0 NO:j9c If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second spouse, at which time It will be fully taxable at Ihe rate(s) applicable to the remainder beneficiary(ies). Enter the value of Ihe Irust on Schedule J, Pan II, in order to remove it from the calculation 01 the tax due in this estate. You may wish to file Schedule 0 in order to make the election available under Section 9113, Uthe election Is made, the trust or similar arrangement is taxed in the estate of the first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse Is taxed at the zero tax rate, and the remainder Is taxed at the rate(s) applicable to the remainder beneficlary{ies), If you choose to make the eiection, you must attach Schedule 0 to a timely-filed tax return, along with Schedule(s) K and/or M in order to show the apportionment 01 the trust or similar arrangement between the surviving spouse and the remainder beneficiary(les), 7 PA15002 NTF """ Copyright Forms Software Only, 1997 Nelco, Inc, REV-1502 EX. (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Arthur H. Bair SCHEDULE A REAL ESTATE FILE NUMBER 21-1997-0764 All real property owned eolely or as s tenant In common must be reported at 'air market value. Fair market valua Is dallned as Ihe price at which property would ba exchanged belwoan swilling buyor and e willing sellor. nallhor being compellad 10 buy or sail. both having ressonable knowledge 01 the ralavent Iscts. Real property which Is Jointly-owned with right o'survlvorshlp must be dls.loaed on Schedule F. ITEM NO. DESCRIPTION VALUE AT DATE OF DEATH 1 Residence at 609 Charles Street, Borough of Shippensburg, a..unberland County, PA 109,000.00 TOTAL (Also enter on line 1. Rece itulation S (II more spece Is needed. Insert additional sheets 01 the same size) 109,000.00 7 CPA21 NTF 10904 Copyright Forms Softwilre Only, 1997 NaIto, Inc. '- ~. lf~~~~'~~a;'~~1'gj).X;;,.1~T;;/;~:l!~';,;;:\.,,;.:., "f"'_' '" M....;.,:,;,"'",;..,(.,:.;,',...,>!.:..._,.:....:;;,>.ki ;............:. ','""." . REV-150B EX. (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Arthur H. Bair SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER ITEM NO. DESCRIPTION Inctudl proceeds of litigation & date proceeds were rec.I....d by the ulale. All ro . oint! -owned with rl ht of 8urvlvorahl 1 Cash on hand at date of death 2 Dauphin Deposit Checking Accoilllt #97110817 Interest on above item accrued as of decedent's death 3 Mellon Bank Checking Account #410-070-4594 Interest on above item accrued as of decedent's death 4 Dauphin Deposit Certificate of Deposit #8101030433 Interest on above item accrued as of decedent's death 5 Dauphin Deposit Certificate of Deposit #8140448958 Interest on above item accrued as of decedent's death 6 Dauphin Deposit Certificate of Deposit #8140472875 Interest on above item accrued as of decedent's death 7 ~1ellon Bank Certificate of Deposit #51418 Interest on above item accrued as of decedent's death 8 Mellon Bank Certificate of Deposit #128425 Interest on above item accrued as of decedent's death 9 Mellon Bank Certificate of Deposit #250750 Interest on above item accrued as of decedent's death 10 Mellon Bank Certificate of Deposit #309632 Interest on above item accrued as of decedent's death 11 Autarobile - proceeds of sale 12 Personal Property taken In Kind 13 PI=eeds of auction sale of personal property J Total from continuation paqe (s) 7 CPA81 NTF 10908 Copyright Forms Software Only, 1997 Nelco, Inc. TOTAL Also enter on line 5, Raea itulation (If more space Is needed, Insert additional sheets of the same size) iIi&~~ji}y.~~4'::,.('(lI:'.i.:.;:'li;;';:;:::-.';i."i'~':,.i.. " ...', :",." 21-1997-0764 mUBt be dlecloBed on Sch. F. VALUE AT DATE OF DEATH 2,243.30 602.69 0.06 5,446.85 3.57 62,400.00 238.69 18,300.00 67.34 20,900.00 40.13 8,000.00 19.09 14,800.00 33 .43 6,000.00 2.64 79,300.00 55.60 2,500.00 1,375.00 1,264.00 1 931. 91 $ 225,524.30 .(:,' Page 2 Estate of: Arthur H. Bair 21-1997-0764 SOlECULE E -- Cash, Bank Deposits and Miscellaneous Personal Property Item No. Description Value at Date of Death 14 News Chronicle - 9/30/97 refund at cancellation 15 The Patriot News - 10/6/97 refund at cancellation 28.50 5.60 16 Mutual of 01I3ha - 11/17/97 refund of unused premium 13.02 17 Nationwide Insurance - 11/12/97 refund of credit at cancellation 18 Tl:u Green Chern Lawn - 11/14/97 refund at cancellation 109.30 37.10 19 Capital Blue Cross - 1/15/98 refund at cancellation 20 United Telephone Corrpany - 2/24/98 refund at cancellation 21 Sprint - 2/27/98 refund at cancellation 22 Proration of County Real Estate Taxes at settlement 11/20/98 23 Proration of school Real Estate Taxes at settlement 11/20/98 24 Settlerrent Proceeds of Driveway Easement Agreement with Gills 11/3/98 300.45 7.10 18.64 65.82 746.38 600.00 'I ,I ( ,If. :? 'ra:mL. (Carry forward to rrain schedule) . . . . . . 1,931. 91 ,..,.,.C.,".,....f,!:,-.: "'.S '~:-;;::_~i" 'l~-~::'-'-~' / REV-1511EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Arthur H. Bair FILE NUMBER 21-1997-0764 Debts 01 decedent must be re ortsd on Schedule I. ITEM NO. A, FUNERAL EXPENSES: DESCRIPTION AMOUNT 1 Fogelsanger-Bricker Funeral Hare 1,687.60 B, ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representallve(s) Social Security Number(s)/EIN No, of Personal Represenlative(s) Sfreet Address City State 0.00 Zip Year(s) Commission Paid: 2. 3. Attorney Fees Narre: Mark, Weigle and Perkins Femlly Exemption: (If decedent's address Is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 7,000.00 0.00 4. Probate Fees 299.00 5. Accountant's Fees 0.00 6, Tax Return Preparerls Fees 0.00 See Schedule attached Total fran continuation page (6) 15,732.26 TOTAL Also enler on line 9, Reca itulatlon $ (If more space is needed, Insert additional sheets of the same size) 24 718.86 7 CPA11 NTF 10911 Copyright Forms Software Only, 1997 Nelco, Inc. :~JfJ.L;:;:;,.~@~,{~~;~{~:-~\~!;,i;.\:~:,\;Y'i:ifi!~'\,,~t"f'q!)l~':"':::; ~"'~;', .',: Page 2 Estate of: Arthur H. Bair 21-1997-0764 SOlEDULE H, PART B -- Administrative Costs Item No. Description Arrount 7 Register of Wills, Cumberland County - filing PA Inheritance Tax Return 15.00 8 Register of Wills, Cumberland County - filing Family Settlement Agreement 75.00 9 CUmberland Law Journal - advertising Letters Testarrentary 60.00 10 News Chronicle - advertising Letters Testarrentary 64.16 11 Mark, Weigle and Perkins - reimbursement for postage, xerox copies, and long distance telephone calls 32.00 12 Linda K. Klein - notary fee 16.00 13 Dauphin Deposit - estate checks 12/9/97 18.11 18.81 14 Dauphin Deposit - estate checks 12.00 15 Dauphin Deposit - estate checking account service charge 6,523.28 16 Arthur H. Bair, Jr. - Co-Executor' s Cornnission SS # 204-28-3668, to be paid in 1999 17 MaJ:y LDuise Qnldorff - Co-Executor's Cornnission SS # 198-32-9321, to be paid in 1999 18 Dauphin Deposit - estate checks 4/22/98 19 Dauphin Deposit service charge 4/22/98 20 Dauphin Deposit - estate checks 10/27/98 6,523.28 18.81 12.00 18.81 21 Mark, Weigle and Perkins - fee for real estate property line dispute in order to prepare real estate for sale 2,325.00 'IOTAL. (Carry forward to Tl'ain schedule) . . . . . . 15,732.26 REV-1512 EX + (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Arthur H. Bair Include unrelmbursed medical ox ensos. ITEM NO. DESCRIPTION FILE NUMBER 21-1997-0764 AMOUNT 23.85 78.83 13.22 4 Dauphin Deposit Checking Account #97110817 additional checks clearing after date of death paid from estate checking account 5 GPU Energy - 10/1/97 billing 6 Sprint - 10/4/97 billing 7 Tru Green Chern Lawn - 9/29/97 and 10/6/97 statements 1 McNeil's Lock Shop - changing house locks 2 Hecht's - 9/6/97 statement 3 PFG Gas, Inc. - 9/12/97 statement 8 Borough of Shippensburg - water, sewer, refuse 9 Tru Green Chern Lawn - 9/12/97 statements 10 PFG Gas, Inc. - 10/10/97 statement 11 'IV Cable - November service 12 PFG Gas, Inc. - 11/11/97 billing 13 GPU Energy - 11/4/97 billing 14 Sprint - 11/4/97 billing 15 Carl Bert & Associates - survey of real estate 58.59 14.63 32.86 182.32 148.54 56.18 15.58 26.28 34.54 19.32 36.19 1,372.50 16 Nationwide Mutual Fire Insurance Calpmy - additional premium 17 'IV Cable - December service 18 Sprint - 12/4/97 billing 19 GPU Energy - 12/3/97 billing 20 Borough of Shippensburg - water, sewer, refuse 21 'IV Cable - January service 22 PFG Gas, Inc. - 12/12/97 billing Total from continuation e(s) 24.00 26.28 26.43 12.28 138.98 26.28 73.09 13,730.16 7 CPA12 NTF 10912 TOTAL Also enter on line 10, Reca Itulation $ (If more space Is needed, insert additional sheets of the same size) 16 170.93 Copvrlght Forms Software Only, 1997 NelcD, Inc. -~ili.~:i'r~\~:r/.l;:;i;~','i,::''''!2'''l':i''th:,~.r)~i-,.,_( .,.'_':"-~:~ >-.;., ",\" .'., I. '-' ','''. '." '. Page 2 Estate of: Arthur H. Bair 21-1997-0764 SOlEDULE I -- Debts of Decedent, Mortgage Liabilities and Liens Item No. Description Arrcunt 23 GPU Energy - 1/7/98 billing 24 PFG Gas, Inc. - 1/14/98 billing 25 GPU Energy - 2/3/98 billing 26 PFG Gas, Inc. - 2/11/98 billing 27 GPU Energy - 3/9/98 billing 11.50 77.13 10.72 72.25 9.15 28 Elva Jane Goodhart, Tax Collector - 3/1/98 real estate tax 585.94 29 Sprint - 1/4/98 billing 22.64 30 C. Robert Orndorff - reimburserrent for lawn supplies 39.78 31 PFG Gas, Inc. - 3/12/98 billing 62.59 32 Borough of Shippensburg - 1st quarter, 1998, water and sev..>er 33 C. Robert Orndorff - reimburserrent for supplies and repairs 34 C. Robert Orndorff - reimburserrent for lawn supplies 99.48 27.31 23.55 35 PFG Gas, Inc. - 4/9/98 billing 49.08 36 C. Robert Orndorff - reimburserrent for lawn and house rraintenance supplies 28.03 37 GPU Energy - 5/7/98 billing for March and April 38 PFG Gas, Inc. - 5/11/98 billing 39 GPU Energy - 6/5/98 billing 19.66 19.86 16.19 40 Barbara Bair - reimburserrent for household repairs 33.17 41 Arthur H. Bair, Jr. - reimburserrent for payrrent of deceased's 1997 Final 1040 Federal Incare Tax to Internal Revenue Service 351. 00 42 Arthur H. Bair, Jr. - reimburserrent for payrrent of deceased's 1997 Final PA40EZ State Incane Tax to Pennsylvania Departrrent of Revenue 283.53 43 PFG Gas, Inc. - 6/12/98 billing 14.22 'IOTAL. (Cany forward to rrain schedule) 1,856.78 Estate of: Arthur H. Bair SCHEIXJLE I -- Debts of Decedent, fvbrtgage Liabilities and Liens Item No. Description 64 PFG Gas, Inc. - final billing 'I'OW,. (Cany fOJ:Ward to main schedule) . . . . . . Page 4 21-1997-0764 J\m::lunt 29.11 I !/"..... 29.11 I I. '"~. 2.0 FmllA 4. OVA 5.0 Conv. Ins. ;. NOTE: This lorm 15 lurnlshod 10 gNo you a Slalamanl 01 aClual satllemonl COSlS. Amounls paid 10 ond by Iho seltlemonl agenl are shown. i lIoms merlcad .p.o.c." wara paid oulslda of closing; Ihey aro shown horo lor Informational purposos and are nol Included In Ihe 101als. l. NAME AND ADDRESS. OF. BORROWER; . DAYTON C UNGER and GAYLE E Ut.\lER,.;". "and . ,:.:.... ","'.,,: . " "",,< ......",.;"".:...< ., "';:':~>~~'" .~'< ,''';i",:':,v':,':' '. ",-." ':.;:, ......" "..:,".: ,.>.:..""", l. PROPERTY 609 CIIARLES STREET LOCATION: SHIPPE/lSBURG. PA 17257 f. SETTlE.MENT A.G~~!:.:/,';..: IRl-IlII. HcKNIGIfT& HUGlleS :., PLACE OF SCTT1.eMENT:~';":- ." . ':'" . "'>" (TIN '. '23-1438531 )"d:."..~.60, WEST. PQMF.RET,;STREET. ,CARLISLE."PA..IZOI3:.... .' . -', ..... ~ . <.-: ,. .' n, . : . ,_ :,.:.' ~".' :' """,:'.;:.. ,.. . . Selllement Statement 3. ij] Conv, Unlns File Number UNGER !. NAME AND ADDRESS OF SELLER: ARTIIUR II BAIR ESTATE iH~ UROVERS & MECHAIIICSBANK. '. NAME AND ADDRESS OF LENDER: November 20. 1998 SUMMARY OF BORROWER'S TRANSACTION 00. GROSS AMOUNT. DUE FROM ,. BORROWER: ,. . ..... ....,,!..,..;.,...:..:..""./'i,.'.. Of, Con'rICI Illn' "r1c......:~!~...:' '''!'V~;;~",;:o::~:,~":,,,: ,"'''':'.'f'~,;'if::':::v;': O~. rerun,1 P'OPIII.. O~" 8.tl.liim.n~;,eh'l,gi. 10 borrowlt: ':'~'" . ','J iil~~.~~/tiOb)\t~: '.:' ~~'-.: ,..,: ... ......109;000."..0 O. :";';q~~;i~; ...:::,.::.:,...,;:;.i::,::.... ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: lo~~o,y~o.,,"i.vi. 107. CounlY In.. to..: 11 20 98" 12 31 98 65.82 10IliAI,,""Ti,ni.':, .,.', :"~:':':::';':':":":IO :':': .. :;';::' ,... SCllOOL 11120.6/30/99 746.38 lID. Ill. 112. u.s. n,p,rlm.nr 0' Houllng ,,,,d U,b," D.v.lopm.nl ~ ,r m..in Nc. 250,.0,e5 LOdn Numbcr Mortgdgc Insurdncc CdSC Ilumbcr ......".. ., "" ';: > . :;"~<;:/,,:~ . ", "" .... ,...! '.~ : ..: '. '.' ,: ;.... ",. ". .:.",:;.: ,. ", .., .. ,/': ,:': ..~;:;\:i.;:~~J~.~~\~:~.:;:'~i;:.i:i~i ":';.",,;~y::,:,\;;. "".-,-.,'. , " .,.... ~ : - :- :.- .. . .; . - ' '. . ....~.:-..:,...,:;.:. . '{;.U:~.:~:;:; . . .- ';'.;~i:,~-. '.. K. SUMMARY OF SELLER'S TRANSACTION 00", GROSS'.AMOUNtiDUE.TO'SELLER:'}':?"'X::;::,;;;,;.,,,,,,,'":W,'F...\'; ;~;:.:"i, (OlhCoiiliiOHi",'iij,le':."':..i ';"':"""::"':'::'. .w..' '..;' ". .".'"",. :109.,\000.\00 404. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: .....'.... \" ,(07. Counly In" ..: :: ;.>:-..~::: ::: :,"-': : "'~':"': '.- 409. SCHOOL 11/20-6/30/99 746.38 '. '.; ".::":"'::'.:"~':. "~.'.';.:/' :;:~~:'."'";'".'W''' "'.", .(11. :.;:'::::::',H2;"":';"," ,'.."........,,, .. : .W '. "';"",V::"" 112,577.62 420. GROSS AMOUNT DUE TO SELLER: 500,,::i:'REDUCTlONS:'IN :AMOUNnDUE.TO,sELLER:;';':";",:l~""~~""'i\')""""''" 520 TOTAL REDUCTIONS 92,715.00 . IN AMOUNT DUE SELLER: SOD,.;.: CASH 'ATSE7TLEMENT.TOIFROM SELLER:..,' ......:...,.,..:;!',....; 601. Gross amount dlle to seller Cline 420) 602 .:Less' reduct'ns :; n'amt','. due. set:) ere 1 i ne'.520 603. CASH @TO) (0 FROM) SELLER: 20, GROSS AMOUNT DUE FROM BORROWER: . AMOUNTS PAID BY OR'IN. BEHALFOF'BORROWER:'.".:.,........::.:!::..H;!.;.'..:...:.. 01. n'pc.h 0' ",n,,, mon.y . - 5 , 000 . 00 0'. P,lne/PIl Imculll'o' "iw:lo.n(i);:;'-!~:;;::h.:;.....:,..'.,.:.-:!,. .:. ..::!,:::: ::::t,:::~/ .:'::: ;~r87,~:::2 0 .O:j~~::.oo: 03. Ewt,Un" loan(.) liken .ubl'CI 10 04; . ~.,:.~~ ;-,::,;.~~.;~r :,::~'f": .,,~:,~;:::'~~v;r.;r!X~~;;;:::.1:~>::::.-~ CREOIT FROM SELLER/STOVE 515.00507, .-.....:.-.-.'",...:-:;-:,....':... ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 210. Clly/1own 12101 211.' County 11.....:.:..; :">:' 212. A.....m.nll 10 '0 .':' :', '::~~; 213. 2'4. 215. 21e. 217..:. 218. :i'1\). 20. TOTAL PAID BY/FOR BORROWER: . CASH AT SETTlEMENT FROMrrO BORROWER:' 1UI. llro!\s amount c1IJ~ from borrower 11n~ J?O 02. Less dmount aid b /for;:borrawer/(1.1ne220)o 03, CASH (E!FROM) ( 0 TO) BORROWER: :-.. 112.577.62 9271.5...00 1.9,862.62 109,812.20 501. Elc... d.po.U (It, In.lrUCllonl) 5otJ::'8.'ilf~:~.rij:::eti.I';~i.t1cj:?:eji.r..,:(iin:if~':~iJO} . .,~.:.:; :::.~'~-::::t~~:~;.}:>/:, 03. Exlstlng 10In{s) Ilk.n lubl'Cllo S'0'4;:;'P2"y'd'!(6i::mili::moriDage-::'looin=:,<:,:;'" .".-....... .:".....'... ':';:., ""'_:.':: :':' 505. P2yoll of ucond morlgOlg. 100ln 'i'..l9iIl035'r65 CREOIT TO BUYER/STOVE 515.00 ':"';':"':"::.:.,.:.-'>.:,:.-'., ..,.;....--:..:.:':': ....:... 509. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 510. CUY/lown lilX" '0 512. A.....m.nll '0 514. 51e. \::::W}~ ::;:'.,'./->:;':' ':';'.'" su. ... "'510';'-'" ':";",",.,:..'::,:..."""" ','.. ., -'. " . ~:, ......,'.. .:: '....... '.' .. 9,550.65 109,812.20 .'9'<'550.65 100,261.55 HUD-1 (3-86) - RESPA, HB 4305.2 .,. l~.j"oU .J (t.\...... "00 ""I( ';Y . . PAGE 1 -;_4 Iluth' pl.." :IIUI, L........ 700. TOTAl. SAI.ESIBROKER'S COMMISSION OMn No. :;150:;1.02'85 SETTLEMENT CHARGES PAID FROM BORROWER'S FUNDS AT SETTI.EMENT PAID FROM SELI.ER'S FUNDS AT SETTLEMENT DA!)ED ON rnlC( .109,OOO.00@6.00o,... 6,510.00 ,., DIVISION OF COMMISSION (1.INE 700) AS FOI.I.OWS: 3 270.00 In REMAX IIOMEFlNDEnS 3 270. 00 10 COLO,J[LL OAt/KEn 7.' 70 ~,..u"III'M lid ill ltI,m.fIt. 70., 800. ITEMS PAYABLE IN CONNECTION WITH t.QAN: 6 540.00 01, Oln 0,1 InlllOft ',..'''.' o oarl ,,., OUIII 103 A Ullll 'u 10' 10.. Cndll II 01110' '" .,",1'1, ell II , ',p .. ,., ,., ,., .. Uo" I . 111.ur11lU I IICIlIolI I.. 10 AllUm onl \~. .: ADMINI TRATlVE FEEITIIE DROVERS OANK .. '.TAX,S RVI 'F EIlIIE'OROV R.BANK' F RTlFICATJONITIIE DROVERS BANK .< ... " , ; '. "'~ (,,-,; ~ ...~ :11,,')1, ~~;.,..o::<:,~;,:!,~",~,-I-?::~<'~ ,,>....:.,.,'~~:.:;-;,~: '?;~:;;;;;. ~"'i:::':;:{<'''/~' ','" "'.;,: ,,,''',, 900. ITEMS REQUIRED BY I.ENDER TO BE PAID IN ADVANCE: 01' 11I1"..I.""m'....,:',,,;('(...,(.,:,1,1..20. 98,.,...""..tD,-"""",',,12 . .1, 98 ...,,-,..... .~,l ..,'::':-,;',"';" '-;;>"" .',.; " ." ~ 17.56 " 193.17 00:;1, MorlO'IU I".uu"c. Dllmlum fa, mo., 10 003'.Hu.rd.!lIiu;.."c.... ""'li1m~to";""",>,-:,,,, ,.;",...,...,;.;,', uiil!1 "-.. .'"",..,.,' " . . ~;:I;.:';'.:: ..,.:..,' ">" '..>. ''-.. .'~" ~." )"';:-'" 00. Flood 111'UII", IImlum 10' 005: ' . . " ~ ;. ' . 1000. RESERVES DEPOSITED WITH LENDER: " 10 ..,.;,;...,.....,.'..,...,......:.. ...c...... .....; .'., .~... ;"monlhl::@,:S., ::~, monlh.@S "monlht:@'S"'" monlht@S .::/;::);,:;" ::l:.'~.:\"~::monlh"::@::S~~: i:';)c,/j,;;",,'" ':.,:::~r::;;::~y;:'p ~t ~m onlh '{:::';,,': .:,....:;,..".... 100t H.n,d . "'lie ..~,"~;:....-:.;,< ';'~"'::;':' tOO' MO'l . .III'ur.ne. 003 , "1 i I,' tOO_ CG III ro ,II In.. 1005. AII"u,:, '....m.nl ;,~~ (.,z-'l '~'::~ ... 10DI\ Flood In,urlnc. 1007 . .,: ,; ". ,.'. "'~<: . ..~." .':~ :,..':~~.,~.~::: ::/:::~:~:; '~:'::~':; '.:.-"...":;;:.- pit monlh . ::':~~;_;:~" :':: :p.( monlh ptr monlh ):::':~~,p.:~' ::j)e(:'moi'llh<' ptr month .'. " :.,~:..'.,:.::~p'or:'ri'!'onlh:'.::::;.:. ptr monlh .....-....;.. .,...... ... . ..;....:..:~. " ,. ,.".:.,-.::./.,.,..... .--:'i:.' ',"'_'_'':;':-'"'' w.';. monlh.@S .......;.;:.. monlhl',@I;$~' ':.":;-:':. ::': "'.,:~ . "':''.,'.'.;' -::"~... looa. monlh,@$ scrow.Ad 'ustment? .. ,'. ~"', ~ ,,-', ".A rate AccountinQ 1100, TITLE CHARGES: : .:::::_>.,c:::';.~:,:::::::;::::':.. :;,;:::;::'::::'~::::' 1101. S'III.m.nl 0' Clo.ln I" 10 110', A.b.ltlcl'or'lhl.'..aieh Itf"" 1103. TIll. ''I.1omlllllIOI1 10 110....TIII..lnIUrtlle. blndir: ID' R B IRWIN ES '-:0:'( PaCr/i"':""::: 6.00 HOS.Ooeumenl II Irlllol1 10 1108 NOllfy'I,.,'lo' .".', . 1107. AllornlY'1 I... 10 Includ.. Ibo.... h.m. Numb"l: II.': '111'."""/''''.. ":'C;\SJEWART.T ITlEiGU~RA.~Xso~~ANrt . lll.elud....lbo....: Il'.;n.~:'Nu.;nb.rii .:': ,~. ',..:-...., :. '::":,:':"<':'?it :n:v~,,::.:::;;>::t:::::{ : :.::: ~:: :':"';"::': ;':':,,~<:::'::V:: :..,....,.;.,.::.:: .::~:,-~ ::.":.::.:\;.,,'..,,,::~,:. ."< ~~~:..~::_~t.:" "~~ ..~;....;,<< ,~;\....:..,; ,;:<,;,.;...,:.."..,......w..\;. .~..,.,:,. :.<~:::~::: .,',' "w.-:,,:'. .:;<::~:.;::; . ~.:'. , r: :'..:..!.....,;'W' <.': .";::.::%G~'R .'. .,' :t~:::::::,:::,::::. ,,:,.,:,.;.: . ',.c,:"::, :::"~::: .":,,. :'-,.:::,'; ,:':, ':':-::;':::~':': ::;~i::/::~'::,;:':::;': 1100. l.lId,,'. CO"'"I . 11' " . .... ,r., :::::y.::}:~;':::,}:;,.,::-,:;'~. ,:-,,". :._q,,'::,:::::.:- :~':::::~:~'::' ,,-,:,:,;;.::,:,,)."-' :':":",;-, ....'..:-:':~...,,::.. ;:.',;: ::.,.{:~:::;.:::; 1111. 1112,_' ..;", ~'::' .\':'...,~,;.;,\~::~:;.:.>;;< ,;,,;,::.;:..,..' . ::<~}:{::W:~~;>:: ~,:}:.:>::~: :";';-:,::':'::.:x.:::';:.~ ::::},:';:: ~:.:,::~;. ::::::t:::f:~ ~~::~ ~':~::::;:~::~:'~: ;';';':~::>:(' '.' "13, V N H MA L/R B RWIN 1200. G VERNMENT RECORDING AND TRANSFER CHARGES: 1?O1 "n,eD'dln ~tu.r-;;.;:p';-''-:;'';Oe''d: '" ,:,;:";'.~':,::.::2,7.~~::5 0 ;:::;::::~"Moj.1 -'," I'::' 'W. :::;:::;.:::3 'l,:~:::5 0 ":':"~:~:'R,re~ili-': 1 090.00 ...1;....090'>00 i::~,:::~'.~),::; (~:: ~:!;,~i:~ ;":~~>-::;~':::: ~~::.:.;;.,~,~ ........,.......;:..,~..~::.:"..'l::,..... '"': :.:.:,:..:::;. i~':~': ., .... ',"',',05 9 ';'0 0 1 090.00 18.00 1010:;1, Cllv/eou"ty 11'I/.Umll': 1'03. 91I1"l.1o. illm .' 120., Dud ..... Oi.d: 'Mati .10 e j Mort 1 e:" .-"'., ;', :.... .'::' ":~.~" " '! '. :,.: ;.... "'1;'090; 00 I:llOS, ....-J... ....(:'..... 1300. ADDITIONAl. SETTI.EMENT CHARGES: ;:.::...".... -.....,::':. ....:.......,".:, .'.-.,.....'.'.,."...., ......,....'. ..,.:....."...,.., 1301'" Bu,y. ': 0"';" :," <~":"'{.7'<,-:~~;;,:. :~;z::;.:.~.!"W;::v;.:..'},~<~,~):-;~~~~)::'..::~;:;.;,::.~':':::':,-,':,:,,':;,,:"::~;::' ~:,:';""" ..,;:.~;,"~; ;.:,;.: ':::8;;':';":~: :~,,:,:{.:<.:. :;::'i:',:;,::, :,;;i..~.;:':.;<:',~.;..,';';:'",,,.,:-;: .:.....',. ..... , 130:;1. PilI III' .clIolI 10 BIE ilLER & TILLERY INC 35.00 1303 ,'::.:" . :.:,:,.~.:::-?;:;:::':'~.:::': ....... '..... .'.'....:{.:/;:.-:( :,,:,,':'.~-,:.~ :'::,':'::::> :':":'>:: . ,".~ .':,:.~,::,~:;.:;:..<.,. . ',.,'" . ;.,.;.:.:...,~'. .., '. ..... :,..,."., '.< "..........~. ... -....",...:.:. ""..,.", '. 1:\0. 1305;' 13011. 1:107," FIliAL WATER/SEWER/TRASH/BOR OF SHIPPENSBURG . '. ,,,. . ,.. HOME"WARRANTY /AIIS; WARRANTY:..:")"",;.::,, ;..,:..;....... . TRANSACTION FEE/COLDWELL BANKER ,..... RADON ICORRECTlONFEElENV! OTEST: . . .... :~, , '.. -.;.: -::/: :ti~-:':'" :.'" 107.65 360.00 , 125.00 '."" '.....760;00 9,035.65 ..........:--:,;::~'::..... ":'.;::?~::,\ :,. :':",;:,,:.':,":''-'. '';;'".''' 2,765.42 I ha.... cu.lully" .w d Ih. HUD'1 Stlllem.nl BI.1ol.mlnl and 10 th. bul 01 my knowl.dge i1nd bell.f. II r. .10 llu. i1nd .1oc:curall .I.101.m,nl 01 all "c.lpl. ~nd dl.burum,nll mad. Dn my .cc:ounl 0' by . In Ihl. l,aneaCllon, I IUllher c.t1Uy th.101 I have IIe.I....d a copy ol'lh. HUD.' S,III.m.nl SI.1oI.m.nt, 0.",11/20/98 ::~~'1:0'~C\~. \.Atn~~~~\ \ '0",;1.1/20/98 '. , AlnHUI~~ff BA~rArE W 1 /2 / S,II" " Dorlow,,: Dale:11 0 98 Agenl: GML E lR 011.: Th. HUD.I S.IlI,m.nl Slill.menl whleh I h.1ov. prepared Ie iI tlue ~nd i1ttu,ale aceounl ollhl, H:anlilclllln, I have c~u"d or will c:~u.. Ih, lund, 10 b. dl.bur"d hI Iccord~nc, wllh Inl. IUI.m.nl. Dal': 0",P/20/98 1.cL. Stlll.mlnl Agenl: WARNING: III. ~ Clime 10 knowIngly makt 1.101.. ,n,lImtnll 10 Ih. Unll.d Slill.. on lhl1 01 allY 01her Ilmll~, lorm. PI i111101 upon convlellon C~II Includ. :a Iln. .1ond rmplllon. m.nl. Fo, d.,al1. ,": 1111. IIf U.9. Cod. S,cllon IDOl i1nd S.ellon 1010, Dauphin Deposit Bank and Tmst Company :.~{ r..\ll,\II,I~'" IL\SJ.. . \',.\111 \ IL\:--':t.. U.\:'\" III PI SS', IS.\S!.\ RECEIVED OCT 2 1997 Iltll'l'l.l~ ~()IIII.\\ & ('u.. 1sl. E.\'ILR:'" ~\Ollll;,\lil ~1\l\'1< '''. 1St. October 1. 1997 Mark, Weigle And Perkins Attorneys-At-Law 126 E. King St. Shippensourg, PA 17257-1397 Re: Estate of SSN DOD - Arthur H. Bair, Sr. - 066-03-4793 - 09/11/97 Dear Mr. Perkins: Thank you for your request concerning date of death balance information for all accounts held by Mr. Bair. The enclosed listing is for any accounts which may have been held at Dauphin Deposit Bank, Farmers Bank, Valleybank, and Bank of Pennsylvania. We are happy to supply this information to you. Also, if additional information, research, or file copies are needed, they can be provided for a service charge of $20.00 per hour (one hour minimum) and .25 per copy. If you have any further questions, please call me at (717) 255-2054. Sincerely, ~d1J~ Amy L. Haivor customer Management Information Department alh 1'.0. Box 2901' I-LIIUUSIIUlll;, I'A 17105-2\i(d TEI.F.1'1I0SE 717 255.2121 . http://\\'\\'\\',.\nrti1l1ch.lllk.~oll1 Dauphin Deposil Bank and Trust Company and Hopper Soliday & Co., Inc. ale subsidiaries of Dauphin Dcposil Corporation. Bank 01 Ponnsylvanla. Farmers Bank and VaUeybank are divisions 01 Dauphin Deposit Bank, Member FDIC. Easlem Mortgage Services, Inc. is a subsidiary of Dauphin DepOSit Bonk I. ~ .". Decedent Confirmation Name Social Security No Date of Death - Arthur H. lIair, Sr. - 066-03-4793 - 09/11/97 Description Account Account Account Account No. 97110817 8101030433 8140448958 Account Type Checking Certificatc of Certificate of Deposit Deposit Date Opened or Issued 06/28/81 02/16/96 08/19/96 Date Closed or Matured 09/22/97 (C) 04/16/98 (M) 12/19/98 (M) Date of Death Balance $602.69 $62,400.00 $18.300.00 PLUS PLUS PLUS PLUS Date of Death Accrued Int. $.06 $238.69 $67.34 Joint OWners (if any) None Nono None Date of Joint ownership Description Account Account Account Account No. 8140472875 Account Type Certificate of Deposit Date Opened or Issued 08/30/96 Date Closed or Matured 12/30/98 (M) Date of Death Balance $20,900.00 PLUS PLUS PLUS PLUS Date of Death Accrued Int. $40.13 Joint Owners (if any) None Date of Joint ownership Special Comments: N/ A (Rev 8/26/97) Date Prepared: September 30, 1997 Prepared by: Amy L. Haivor Page: 2 ," Qlb Mellon Bank I'll. HII\ -;:"!I" I'luliUh'lplll;l. 1'.\ 1!111l1.';'~~1~1 October 3, 1997 Mark, Weigle and Perkins Attorneys at Law ATTN: David P. Perkins 126 East King Street Shippensburg, Pennsylvania 17257-1397 Re: Estate of Arthur II. !)air" Dear Mr. Perkins: In accordance with your request, the attached information sheet has been provided as of September 11, 1997. If you require further assistance, please contact the undersigned at (215) 553-1585. fit W6.JLd---Vj Warner Mellon Bank, N.A. Deposit Support Services (199-5355) P.O. 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'" N o '" on on on .." on o o c- o ..,. c- . on ~ o o .:; o o ..a '" ;:;u ~~ o o .:; o M .,; ... ~ g}J ~ .5 .~ 1; rj ",,,, ~ E o u o E ~ u :<J ;; ,,-Vi ~ c ';: C";l ~ u (fJ ~ i=l U u ~ ..:.,,: t.:: ._ ~ '2 E ",:a~u ell ;.., ~..I .c .5 ~ E ~ [; ~ 8 e ~..G..so ~ on c- o 00 o o N - '" '" o '" o o on o '" ::0 u .,u ""_0 "'''' "-"'''' ili!>l'''''''I.i<;'.'' ">,,'X :..;;;;,." ;" "" " . .. ~wqt~;o;!'!t,~~~i;;,tiiV:I'\.''f.,~-C\~~,~~h''~<<:''':i')''H'''''' -- LINDEN HALL ANTIQUES 711 OLD STONE 1I0USE ROAD CARLISLE. PA 17013 717.149.1978 RECEIVEU Ute u II 1\l9\l November 18, 1998 TO: David P. Perkins, Attorney 126 E. King street Shippensburg, Pa. 17257-1397 FROM: William G. Rowe, Appraiser 211 Old stone House Road Carlisle, Pa. 17013 RE: Estate of Arthur h. Bair Sr.-Appraisal 609 Charles Street Shippensburg, Pa. 17257 Mary Lou Orndorff 1. Dinette set- Table/Chairs/hutch $ 125.00 2. Mirror 75.00 $200.00 Arthur Bair 1. Bedroom set/Lamps 850.00 2 . Small TV / Stand 65.00 3 . Occasional Arm Chair 45.00 4 . Rocking chair-Stenciled West Point 50.00 5. Arm Chair-Stenciled West Point 50.00 6. Spindle Table/Chair 95.00 7. Wood Stand 20.00 $1175.00 DRIVEWAY EASEMENT AGREEMENT TI-IIS INDENTURE made this .~ -1A.- day of October, 1998, between Arthur H. Bair, Jr., and Mary Louise Orndorff (hereinafter called the "Grantors"), and Ronald R. Gill and Betty S. Gill (hereinafter called the ':Grantees"). WHEREAS the Estate of Arthur H. Bair, deceased, is the owner of a certain tract of real estate known as 609 Charles Street, Borough of Shipp ens burg, Cumberland County, Pennsylvania, more fully bounded and described in Cumberland County Deed Book "B," Volume 29, at page 379. Mary Bair died April 11, 1992, thereby vesting the entire fee simple in Arthur H. Bair. The said Arthur H. Bair died on September II, 1997. Letters Testamentary were issued by the Register of Wills in and for Cumberland County, Pennsylvania, to Arthur H. Bair, Jr., and Mary Louise Orndorff, Executors, under the Last Will and Testament of Arthur H. Bair; hereinafter referred to as Grantors, at File No. 21-97-0764; and \. WHEREAS Ronald R. Gill and Betty S. Gill, hereinafter referred to as Grantees, are the owners ofa tract of real estate together with improvements erected thereon known as 613 Charles Street, Borough of Shippensburg, Cumberland County, Pennsylvania more fully bounded and described in Cumberland County Deed Book "K," Volume 33, at page 283; and WHEREAS Grantors are desirous of granting to Grantees, their heirs and assigns an easement for the limited purpose of ingress and egress of motor vehicles over a driveway constructed on the Grantors' property. WITNESSETH: The said Grantors for and in consideration of the sum of Six Hundred Dollars ($600.00) lawful money of the United States of America unto them well and truly paid by the said Grantees, at or before the sealing and delivery hereof, the receipt whereof is hereby acknowledged, have granted, bargained and sold, released and confirmed, and by these presents do grant, bargain and sell, release and confirm unto the said Grantees, their heirs, executors, administrators and assigns an easement for the limited purpose of ingress and egress of motor vehicles over a driveway over that portion of Grantors' real estate situate in the Borough of Shippensburg, Cumberland County, Pennsylvania, known as 609 Charles Street and more fully described as follows: Beginning at an existing iron pin at the Southern comer of real estate of Ronald R. Gill and Betty S. Gill thence along the Northern Side of the right of way for Charles Street South forty six (46) degrees, fifteen (15) minutes, zero (00) seconds West, one and seventy hundredths (1.70) feet to a point; thence through lands of Althur H. Bair Estate North forty four (44) degrees, fifty five (55) minutes forty nine (49) seconds West, eighty nine and forty four hundredths (89.44) feet along the existing edge of the Ronald R. Gill driveway to a point; thence North twenty nine (29) degrees, fifty three (53) minutes. fifteen (15) seconds West, fourteen and seventy eight hundredths (14.78) feet to the existing lot line between lands of Arthur H. Bair Estate and lands of Ronald R. Gill; MARK, WEIGLE AND PERKINS _ ATTORNEVS AT LAW _ 126 EAST KING STREET - SIiIPPENSBURG. PA 17257.1397 thence with said common lot line South forty three (43) degrees, forty five (45) minutes, zero (00) seconds East, one hundred three and seventy seven hundredths (103.77) feet to an existing iron pin the place of beginning. Being a part of the same which Frank E. I-lollar, Jr., by his deed dated August 20, ] 980, and recorded in Cumberland County Deed Book "B," Volume 29, at Page 379 granted and conveyed to Arthur H. Bair and Mary Bair, husband and wife. EXCEPTING AND RESERVING unto the said Grantors, their heirs, and assigns, full, free liberty and right at all times hereafter forever, in common wi th the Grantees, their heirs, successors and assigns, to a perpetual driveway casement for ingress and egress of motor vehicles at, across and upon the aforementioned premises. 1. The Grantees, their heirs, successors and assigns, forever, shall pay all charges and expenses for improving, repairing, cleaning, altering and maintaining said driveway, without the right of reimbursement from the Grantors, their heirs, successors, and assigns. Nothing herein contained shall prevent Grantees from improving the surface of the driveway easement with macadam, pavement, or other roadway surfacing. 2. No barriers, fences, curbs or other obstruction to the free and unhampered use of said easement and right of way shall hereafter be permitted, nor shall any automobiles, trucks, motor vehicles or other personal property nor any building or other structure hereafter be parked, stored, constructed or permitted upon any part of said easement or right of way. Nothing herein shall prevent the temporary parking of motor vehicles by guests or invitees of the Grantees, provided that such temporary use does not interfere with the Grantors' use or enjoyment of Grantors' property. 3. Should the land hereby subject to this easement ever cease to be used as a driveway, then in such a case, the full right and title to the above described real estate shall revert to the present Grantors or their respective successors in title in the same fashion as existed prior to the construction of the subject driveway. 4. It is agreed that the driveway hereinabove provided for is and shall remain a private driveway for the use of Grantees and shall not be used nor permitted to be used by adjoining owners or other persons unless and until such adjoining owners or other person shall enter into an agreement in writing with the parties hereto, covering the permissible use of said driveway. 5. This Driveway Easement Agreement shall be construed, interpreted and applied in accordance with the laws of the Commonwealth of Pennsylvania. 6. This Driveway Easement Agreement shall be recorded of public record in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, at Grantees' expense. MARK, WEIGL.E AND PERKINS - ATTORNEYS AT LAW _ 126 EAST KING STREET _ SHIPPENSDURG, PA 17:!~7-l397 COMMONWEALTH OF SS. COUNTY OF On this, the day of ' 1998, before me a Notary Public in and for said County and State, the undersigned officer, personally appeared ARTHUR H. BAIR, JR., known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Driveway Easement Agreement, and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. (SEAL) COMMONWEALTH OF a~~rufi-): COUNTY OF CUMBERLAND SS. On this, the q"'" day of ~ ~tti;-VJ , 1998, before me a Notary Public in and for said County and State, the undersigned officer, personally appeared MARY LOUISE ORNDORFF, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Driveway Easement Agreement, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. 19kt'.M.J~ (SEAL) Notarial Seal Rebecca L HoIITy, Notary Public SlIlJlllellbulJ, PA Cumberland County My Commission upires June 7,1999 ". MARK, WEIGLE AND PERKINS _ ATTORNEVS AT LAW - 126 EAST KING STRECT - SHIPPENsOUnG, PA 17257-1397 COMMONWEALTH OF PENNSYLVANIA /. ~c->/?d-7 . COUNTY OF CI:IMBERI;;~~m- 5S. / .-- /7'- 1/ - / On this, the ...J day of /fL/Y7,,{i/f..--/, 1998, before me a Notary Public in and for said County and State, the under3igned officer, personally appeared RONALD R. GILL and BETTY S. GILL, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within Driveway Easement Agreement, and acknowledged that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. /'~ . &ft~ ;;< /"j~EAL) . .- ...-- ~~----_. ".:\, r; t'.,: )..~ . ...~/ :': "('~" ,...' ~.' ,'".. ... ',"';:\1 .' 1.'4'0. --.., - .,~..,-" -..-..---.-...-....-.---. MM~K. W!!:IGt.t AND PERKINS _ ^TTORNEVS AT LAW _ 126 EAST KINCi STREET - SHIPPENSDUnG, PA I7:!S7.13!J7 , . ~ CARL BERT & ASSOCIATES Professional Land Surveyors 20 East Burd Street SHIPPENSBURG, PA. 17257 (717-532-9470) Invoice #: 305 Date: 11-10-97 File #: C-SB-97-10 Make checks payable to: Carl Bert & Associates, PLS Mail all payments to: Carl Bert & Associates PO Box 332 Shippensburg, Pa, 17~57-0332 RE: Arthur Bair Estate Survey TO: Arthur Bair Estate % Art Bair 5300 New Church Court Fairfax, Va. 22032 RE: Invoice for work performed on the Arthur Bair Estate property located at 609 Charles St., Shippensburg Boro, Cumberland Co., Pa. from October 16, 1997 to November 10,1997: Includes: 1. Research deeds 2. Recon 3. Traverse 4. Compute survey 5. Prepare survey plan 6. Set property'lot corners FIELD: 11-3-97 2 men 2.5 hr. @ $72.00/hr. 11-4-97 2 men 3.5 hr. @ $72.00/hr. 11-10-97 2 men 1.0 hr. @ $72.00/hr; OFFICE: PRINCIPAL: 1 man 6.'5 hr. @ $45.00/hr. PARTY CHIEF: 1 man 6.5 hr. @ $36.00/hr. DRAFTSMAN: 1 man 9.0 hr. @ $26.00/hr. ~OTAL AMOUNT DUE THIS INVOICE $ 160.00 $ 252.00 $ 72.00 $ 382.50 $ 234.00 $ 252.00 $1372.50 Thank you Prompt payment would be appreciated I I Payable upon receipt - 1.5% Service Charge after 30 days '1"1 'l..' 0;)- I'V' . lol ~. fI\ ~ f" 1"!.'.l" ') )'~ LAST WILL AND TESTAMENT I, ARTHUR H. BAIR, of 609 Charles Street, Borough of Shippensburg, Cumberland County, Pennsylvania, being of sound mind, memory and disposition, do hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void all wills by me at any time heretofore made. FIRST. I order and direct the payment of all my just debts and funeral expenses a9 soon as may be convenient after my decease. SECOND. I give, devise and bequeath all my estate, real, personal and mixed, whatsoever and wheresoever situate, in equal ~hares, as follows: I A. ONE SHARE to my dear friend, MARTHA JONES. In the event the said Martha Jones should predecease or rail to survive me by thirty (30) days, I then give, devise and bequeath said beneficiary's share in equal shares to my children, ARTHUR H. BAIR, JR. and MARY LOUISE ORNDORFF, on a per stirpes distribution basis; B. ONE SHARE to my son, ARTHUR H. BAIR, JR., on a per stirpes distribution basis; and C. ONE SHARE to my daughter, MARY LOUISE ORNDORFF, on a per stirpes distribution basis. THIRD. I hereby direct that all federal, state and other death taxes payable because of my death, with respect to the property forming my grosS estate for tax purposes, whether or not passing under this Will, including any interest or penalty imposed in connection with such taxes, shall be considered a part of the expense of administration of my estate and that such be paid out of the rest and residue of my estate. I' te 'l3' tt-t,..., .LI' M . "..1'\... (SEAL) I . I I COMMONWEALTH OF PENNSYLVANIA 55. COUNTY OF CUMBERLAND I, ARTHUR H. BAIR, the Testator, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~ f{Br.,'1V Sworn or affirmed to and acknowledged before me by ARTHUR H. BAIR, the Testator, this <ail. day of ~u.",,- J iIA 1994. i/uh{Yf?~ rf 0.JfhI NolatlalSeal Rhonda R. WoItord, Notary Public SI1ippet1!burg Iloro. Cu.1tleI1ard County My Convnission Expres Jan. 20, 1997 ""O"~'''''''M'' .. ".< '11~.'t'~1~L~.&i~:.w:~:(~Wt~~'fW';,.~i~'~,i::,~:'::"~;;~,,::~,,, ',:-;"',""\~'vc I\,T,1 _MV -:",':!6 EAST KING STREET - SHIPPENSBURG. PA :, .' " ......,., " l,~ .r'~ .r,;'}Nl,l:i.I.:P':,\"l;~'\~X;7:;:;-/,/,y",::~'~;'~":..:.<t:;<',:;,:f~;;,~:Ii."~-2~,::,,;;',-,:.~,,\(.>,Li':;,1:,l:',-ii~,' ~;;:'.'i';,>, ;'~:;, ~(;;I;J.~:,:~~: ~ ' ,', . B~; ROWE:~~~~m 08 . AU 2276L , 2505 Ritner Highway · Carlisle, PA 249-2677 249.1978 Auction Is Action Call "ROWE"For Satisfaction SELLERSNAME~~P^t A...-\~v.. k1.~el:': ~,... DATE~ltii.'{, , ADDRESS S, 00 NV.A"" c..~ un.\.., Ct. "'11'+ PHONE l.7()~l;7Ifj ,,1& OTHER IrA;"'" ("'"" '" \ J LA '?-1.. 0"3 2- AUCTIONEER % :z.. 0 "/ r AUCTION DATE/LOCATION J'-,,~ ,~ 6~(~t- ~ DESCRIPTION OF MERCHANDISE , 1f...4 (<,,,~<\2.\ {iNL-S . -" ' . .. . .. .' l~ _R.a'~ Ie JC II..- . . llL'-~";:";" \-0\,<;1,( ~l"'r-~S ~ ~ ~:,l; 0. n.. L \~ I) n ,1I I ,n.- ~S ' lA-1~ JJ I" NIt'w ",A ~~ "-\-,.JVc.,\ L fl ,^ D,.;/L ::; () (U; A[)"'J'- . f'l'A'" t' .1fJ'P ~ '"1'ftA ~J7. { !~-.;;~~ - . .,.... I>r.p I LJ.,; CI'I s ?- ~ ,~...,)c.~,' " ~A'tt f>, r,. (,j4. ~ U'y~ 13) S~ \~ f.~~ ; 7-:~~1 {A~ F<-",,/L ~ I Commission the Auctioneers to sell the merchandise to the highest bidder by Public Auction. Merchandise to be sold as is & grouped as necessary to obtain bids. I certify that I am the owner or authorized represen- tative of the merchandise. goods and or property and have good title and the right to sell and that they are free from all incumbrances. I agree t() accept all responsibility for providing merchantable title and for delivery of tit,le to the purchaser. l~pee to hold hnrmless the Auctioneers against any claims of the nature referred to in thisa6:'~,'Q_ _ . ,(\~. AUCTION SIGNATURE SELLER~ATURE Total Sales (Clerking Tickets Attached) $ --.-1l.--.(({, 6<.) t'V'~ "'.,. (~ f)Aii" <'f? 7 ~'R,~ !iAA~ ~ n~ ,~ I ' S; U'>Ch yt, ~ CI-I< (~~ 10,(( t.. tA '^7? -r /lYl, t tr. '/J, J.A'j "'i7.1i ..s />:.. 7 PA (tlf ~n ,A;d.f- LUI,~~n- ( )liAr. S f . ... H,' (f.lAr/'L ~ ILl (l, Less Sale Expense: -1/:;(' % Commission Auctioneer $ _.!:I 1--1 . CD % Commission Clerks $ OTHER: TOTAL SALE EXPENSE DEDUCTED $ SELLERS NET $ --31 (, <11 (fiJ ao~ Qr;j~ AUCTION SIGNATURE SELLERS SIGNATURE , a\, '. , .~._l_ __ _.n____ _____ I I 1 t' "1"0"') REMARKS ARTHUR H BAI R JR MARY LOUISE ORNDORFF C/O SEALCHECKtl 109 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.2B06Dl HARRISBURG. PA 1712S-0601 RECEIVED FROM: r PERI<INS DIWID P 126 E KING STREET SHIPPENSBURG. PA FOLOHEAE ESTATE INFORMATION: FilE NUMBER NAME OF DECEDENT (lAST) DATE OF PAYMENT "" POSTMARK OA TE COUNTY DATE OF OEATH , PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT '* No.AA 324 452 REV.1162EX 1".96) ACN ASSESSMENT CONTROL NUMBER AMOUNT 10: ;,~::...;/ i,::7. 1 : 17257 FOLD HERE -- <=c ~ , (FIRST) (MI) TOTAL AMOUNT PAID <;.26.427.11 vz RECEIVED BY j /.. / ' /- .- / I' I. :) .~/ REGiSTER OF WillS I ~ MAR Y C. L Jl S . j , C- -;<- . """"" ,w"'s__~~'_/ J .! '-'_1: -~ - . _-........---.. ~~"~.:.J14S1ttir,;4~n-:.,.. ,~'--~' MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REY:iSlij-EX-"Fj'--C09-:97Y-NOYICnin-NHEii'ITANCE-YAX-APPRAISEMEN:r-,--"Li:OWANCE-OR"----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ARTHUR H FILE NO. 2l 97-0764 ACN 101 If an assessment was issued previously, lines 14, IS and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. kDount of Line 14 at Spousal rat. (15) 16. ~t of line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 taxable at Collateral/Class B rate (17) 18. Principal Tax Due lS:olo3- 'I COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 2ftO(1!1 HARRlS&URC, PA 171ze~ObOl NOTICE OF INHERITANCE TAX APPRAISENENT, AllOWANCE OR DISAllOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX DAVID P PERKINS ESQ MARK ET AL 126 EKING ST SHIPPENSBURG PA 17257 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-08-1999 BAIR 09-11-1997 21 97-0764 CUMBERLAND lOl Allount R...itt.d ". (~l ' , " ESTATE OF BAIR ( X I CHANGED SEE TAX RETURN WAS: ( I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule Al 2. Stocks and Bonds (Schedule BI 3. Clo~.ly Held stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule OJ S. CashlBank Deposits/Misc. Personal Property (Schedule E) 6. Jointly OWned Prop.r~Y (Schedule F) 7. Transfers (Schedule G) 8. Totel Assets (ll (21 (31 (41 (51 (61 (71 109.000.00 .00 .00 .00 225,524.30 .00 .00 (81 (9) (10) 24,718.86 l4.357.82 (Ill 1121 1131 (141 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-electod 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax NOTE: .00 X .00= 196,965.08 X .06= 98,482.54 X .15= 1181 TAX CREDITS: PAYNENT DATE DISCOUNT ('1 INTEREST/PEN PAID (-) ANOUNT PAID RECEIPT NUNBER INTEREST IS CHARGED THROUGH 02-23-1999 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 6* nll.un u 'I' c".." ARTHUR DATE 02-08-1999 ATTACHED NOTICE NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 334,524.30 3Q.076 62 295,447.68 .00 295,447.68 .00 11 ,817.90 14,772.38 26,590.28 .00 26,590.28 1,608.95 28,199.23 H . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS lESS THAN $l, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I . RESERVATION: E.tates uf decedents dying on or before D.c.~r 12, 1982 -- if any future Intere.t In tho ..tat. i. transferred In pos.ession or .njo~nt to Cless R (collateral) beneficiaries of the decedent afte,. the GKPlration of any .stat. for llf. or for year., the Co..onwealth horeby expressly reservos tho right to appraise end a's.'s tran.fer ]~rltanc. Taxe. at the lawful Cla.s B (collateral) rat. on any such future interest. PURPOSE Of NOTICE: PAVIENT: REFUHD (CR): To fulfill tho raquiru.ents of Section 2140 of tho InherItance and Estate Tax Act, Act 21 of 1995. (72 P.S. Section 9140). Dotach the top pOI"tion of this NoUcG and sub.it with your pay.ent to the Registllr of tUlls printed on the reverS8 ,ide. --Hake check or .DOIIY order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, .ay be requested by co.pleting an "ApplIcation for Refund of PennSYlvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Rogi~ter of Wills, any of the 23 Revenue DistrIct Offices, or by calling the special 24~hour answering service ~bers for for.s ordering: In Pennsylvania 1-800-362-2050, outside Pennsylvania and within local Harrisburg area (717) 787~8094, TOOt (717) 772-2252 (Hearing I.paired Only). OBJECTIONS: Any party in interest not satisfied with the appraise.ent, allowance or disallowance of deductions, or assess.ent of tax (inclUding discount or interest) as shown on this Hotice .ust object within sixty (60) days of receipt of this Notice by: AD"IN ISTRATIVE CORRECTIONS: DISCOUNT: PENAL TV: INTEREST: --written protest to the PA Depart.ent of Revenue, Board of Appasls, Dept. 281021, Harrisburg, PA 17128~1021, OR --election to have the .atter deter.ined at audit of the account of the personal repre5entativu, OR --appeal to the Orphans' Court. Factual errors discovered on this assess.ent should be eddre55ad in writing to: PA Depart.ent of Revenue, Bureau of Individual Taxes, ATTN: Post Assess.ent RevIew Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of tha booklet "Instructions for Inheritance Tax Return for a Resident Docedent" (REV-1501) for an explanation of ad.inistrativelY correctable errors. If any tax dug is paid within three (3) calendar .onths after the decedent.s death, a five percent (5~) discount of the tax paid is allowed. The 15Z tax a.nesty non-participation penalty is co.puted on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax a.nesty period. This non-participation penalty is appealable in the sa.e _anner and in the the sa.e ti.e periOd as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) .onths and one (1) day fro. the date of death, to the date of pay.ont. Taxes which beca_e delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annu. calculated at a daily rate of .000164. All taxes which beca.e delinquent on and after January 1, 1982 will bear interest at a rate which "Ul vary fro. calendar YQar to calendar year with that rat" announced by the PA Depart.ent of Revenue. The applicablo interest rates for 1982 through 1999 are: '!!2r Interest Rate DailY Interest Factor ~ Interost Rete Dally IntQrest Factor 1982 20Z .000548 1988-1991 11i'. .000301 1983 16Z .000438 1992 9X .000247 1984 llZ .000301 1993.1994 n:: .000192 1985 13Z .000356 1995-1998 9Z .000247 1986 10Z .000274 1999 n: .000192 1987 9X .000247 --Interest is calculated os follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax beco.es delinquent will reflect an interest calculation to fifteen (IS) days beyond the date of the assess.ent. If pay.ent is .nde after the interest co.putation date shown on the Notice, additional interest .ust be calculated. . .--.-.. ._-........ .., .-... 1I.!Vo1470EX\&&aj * INHERITANCE TAX , . EXPLANATION COMMONWEALTH OF PENNSYLVANIA . DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES OEPT, 280601 HARRISBURG PA 17128,0601 DECEDENT'S NAME Arthur H. Bair FILE NUMBER \ 2197-0764 REVIEWED BY Daniel Heck ACN \ 101 SCHEDULE ITEM EXPLANATION OF CHANGES NO. I 28 Reduced to $0.00. Real estate taxes are not allowable deductions for the years after decedent's date of death. I 48 Reduced to $0.00. Real estate taxes are not allowable deductions for the years after decedent's date of death. PaQe 1 ROW PAYItEIIT: o.tach the top portion of this Notice and soo-it .,ith your plIYllent ..de pByabl. to thI nau end eddre.. printed on U. MaWr" s1de. If RESIDENT DECEDENT ... chock or .oney ordor payable to: REGISTER OF WILLS, AGENT. If NON~RESloan DECEDENT .... check or .OMY order payable to: COHHONWEALTH OF PENNSYLVANIA. REFtIID (CRl: A reftn:l of II tax credit, which MillS not requested on the Tax Return, .BY bet nquestod by cQltPletlng an "AppUcation for Rekl1d of PeM5Ylvanle InhorlterlCII end Estate Tax" (REV-1313). Appl1cetlons are 8Vallable at th8 OfflCfl of the Register af Wills, any of the Z3 Revenue Distdct OfficIIs or frOf' the DoPllrUent"S 2ft-hoUr ....wer1ng SIIrvlce ~rs for fDrII$ ordering: In Pennsylvania 1~800-36?-205D, outsidG Pennsylvania Met .,ithin local Harrisburg area (717) 787-8094, TOOt (717) 772-2Z52 (Haal"ing IlIPalred only). REPLV TO: QuIIstions regarding errors contained on this notice shoUld be addressed to: PA Department of Revenue, Bur.au of IndividUal Taxes, AllH: Post Assessaent Review Unit, Dept. 280601, HarrisbUrg, PA 17128-0601, phone (717) 787~505. DISCOUNT: If an)! tax due is paid within throe (3) calendal"' .onths after the decedent"s death, a five percent (SZ) discomt of the tax paid is allowed. PENALTY: The 15Z: tax ~st)! non-participation penalty is co.puted on the total of the tax and interest assossed, and not paid before January 18, 1996, tho first day after the end of the tax allnesty perlod. IKTEIlEST: Interest is charged beginning with first day of delinquency, or nine (9) .onths and one (1) day fr~ the date of daBth, to the date of pa~ent. Taxes which beca.e delinquent before January 1, 1982 bear interest at the rat. of six (62) percent per an~ calculated at a dally reto of .000164. All taxos which beC8ll8 delinquent on and after January 1, 1982 will bear Interest at a rate which will vary fro. calendar year to calendar year with that rate ltf1llCKMlCed by the PA Doparbent of Revenuo. The applicable interest rates for 1982 through 1999 are: Vear Interest Rate Deily Interest Factor Veal" tnterest Rate Daily Interest Factor - 1982 20X .000548 1988-1991 nX .000301 1.83 16> .000438 1992 91- .000247 1964 11:( .000301 1993-1994 n .000192 1985 13% .000356 1995-1998 ., .000247 1'" lOX .000274 1999 71. .000192 1987 ., .000247 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Hotlce issued after the tax beca.es dOlinquent .,ill reflect an interest calculation to fifteen (15) days beYond the date of the assosSIIent. If paYHnt is .ade after the interest c~ut8tlon date shown on the Notice, additional interest .ust be calculated. PAYIEJfT: o.tKh the top portion of thls Notice .00 .-it .,ith your paYMnt .. pIIIyebl. to the ".. mil .setr... printed on the rever" side. If RESIDENT DECEDENT Ak. ch8ck or HOlY ordltr plIyabie to: REGISTER OF WILLS, AGENT. If NOH-RESIDENT DECEDEHT .... ...... .r...... ......r p.""I. t.: cOHllONllEALTH OF PEHHSYLVANIA. REFUND (CA): A nfurxl of e tu credit, Mhlch NeS not fltCllMlsted on the Tex Retum, MY be requestttd by COIIPleUng WI -application for Rafund of Pennsylvania InherltMce and Estata Tax"" (REV-1313). Applications ara 1M11lllbla at ti'MI Office of the Registar of WUis, MY of the 23 Ravenue District Offl~s or frOll the o.peru..t's 24~hour .......ring ..nice IlUlIbers for fortis ordlring: In PemlylVMi. 1~800-36Z-2050, outsida PennsYlvania Bnd Mlttlln local Harrisburg aree (117) 7&7-8094, TOD' (717) 772-2252 (Heering I~alred only). REPLY TO: bISCllUIIT: PENALTY: INTEREST. Questionl regllrdina errors contained on this notlC8 shoUld be addressed to: PA napartlllll\t of Ravanue, lur..... of Incl!vldual Texas, ATTN: Post ASSflISMnt Ravi.., Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. If .w tDX due is paid within threo (3) calendar lIonths aHaI' the decclCktntts de.th, . five perC4lOt (5%) discount of the tax paid is allowed. The 15:( tex .....ty non-partlc!pation penalty Is cDIIPutad on the tot.l r.f thcI tax and intarest alHssed, and not paid befora January 16, 1996, the firlt day after the and of the tax .-nesty period. Interest is charged bellllmi1l3 with first day of deUnquency, or nine (9) aonth"J and one (1) dey frOll the date of death, to the date of paYllant. Taxes which bec_e delinquent befora January 1, 1982 bear interelt et the rate of six (6;() percent per BI"IOu. calculated at a dally rate of .000164. All taxes which bec_e del1~ant on and anal' JanuarY I, 1982 MIll bear interelt at a rata which will vary frail calendar year to calendar yllllr with that rate announced by the PA DapartHnt of Ravanua. Tha applicable Intarest rates for 1982 through 1999 are: Veal' lnterast Rate Dally Interelt Fac:tor Vaal' Interest Rate Daily Interest FactaI' 1982 ZO. .000543 1988-1991 11:C .000301 1983 162 .000438 1992 .. .000247 1.84 11;( .000301 1993-1994 n .000192 l'as 13X .000356 1995-1998 .. .000247 1.86 10;( .000274 1999 r. .000192 19&7 .. .000247 --Jnterast is calculated as follotts: INTEIlEST = D&LIl/lCE OF TAll UHPAlD X HUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR \ --Any Hatlea Isst.\lld aner tho tax beca.. dtaUnquant will reflect an interest calculaUon to flft..., (5) day. beYond the data of the .s.......,t. If paYllant is _ade after the inter.st co.putatian dltte lhown an the Hotice, additional intere.t .Ult be calculated. REGISTER OF WlI.I.S. CUMBERI.AND COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: Arthur II. Bair Date of Death: September Ll, 1997 Will No. 21-97-0764 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: June 22, 1999 .Qc~ P f?J~ (flc) Signature David P. Perkins, Esquire Name (Please type or print) MARK, WEIGLE AND PERKINS 126 East King Street Address Shippensburg, PA 17257 ( 717) 532-7388 Tel. No. Capacity: Personal Representative (MAH: rmf/ AM3) X Counsel for personal representative ~_'''''''',,",'''''''''''''''''' .".n~__".'__"_" ~< 0..... t/.lt;;j <:> I"',..l ,..It>< P<t/.l ZZ-<t zzo", O~H'r--.. :E:P<t/.lO :E: HI O..:>r- Ut><HO\ H,::,.-. ~Z N O:::>H 0":": HU:::>I'" 0:: 0'" 8~U~ U ~ Z en I"'O::~,", :X:'" H Ho:l < zS~~ HUOl-U . . "tl 41 <J) '" Ql <J Ql "tl H Z I'" :E: I'" '"' ,,: " < H Z w ~ H H I'" en e:; ..... ~ 0:: ..... ..: o:l . := 0:: :::> := !;l < 1'0 o '" ~ H '" I'" MARK. WEIGl.E ANI> PERKINS. An"MNEYS AT LAW 116 t:"ST KINt; Snu:.:l'. SllIl'l'l-:NSHU1U;, Pt:r.:"lA. 112S; TI-:U:I'U()~~.: (71'7) 532.7388 '" z: - ;0: r- ei I;;~gg Q.~~~~N Q<,,<~1n ......z"'~ Zi-cn~_N < <\:)ll.!::l;l ,.,VJZ ..t_ - .... - t,; ...... ~'-'I~~~... ,",z"'cze _12:(11 ,... Iolc<ffi:>< ~.!- ~ z;.. < ......"""''''''' ~,... A. ..l -;i. -i~ i:I: III -< :; ~'A" (117) 532-t,552 .' " .. I I t ! f .. I () " ~. II" ESTATE OF ARTHUR H. 8AIR 21-97-0764 FAMILY SETTLEMENT AGREEMENT TI-IIS AGREEMENT made this J.5~ day of :r u.... N E- , 1999, BETWEEN: ARTHUR H. BAIR, JR., MARY LOUISE ORNDORFF, and MARTHA JONES, being the legatees under the Last Will and Testament of Arthur H. Bair, late of the Borough of Shipp ens burg, Cumberland County, Pennsylvania, AND ARTHUR H. BAIR, JR., and MARY LOUISE ORNDORFF, Co-Executors of the Estate under the Last Will and Testament of Arthur H. Bair, deceased, WHEREAS, Arthur H. Bair died September I 1. 1997, testate, and under his Will left his estate to the parties herein; and WHEREAS, Letters Testamentary were granted to Arthur H. Bair, Jr. and Mary Louise Orndorff on September 17, 1997, by the Register of Wills of Cumberland County, Pennsylvania; and WHEREAS, all the assets of the late Arthur H. Bair have been liquidated or distributed and all his debts paid in full, and further the period of four months having terminated since the first advertisement of the issuance of Letters to the said Co-Executors, the said parties hereto desire to waive the duty of the Co-Executors to file a First and Final Account with Proposed Schedule of Distribution for purposes of confirmation by The Court of Common Pleas of Cumberland County, Orphans' Court Division, AND FURTHER desire that a Family Settlement Agreement be executed, which Family Settlement Agreement will be duly recorded among the deed records in and for Cumberland County. MARK, WEIGLE AND PERKINS _ ATTORNEVS AT LAW - 126 EAST KING STREET - SHIPPENSBURG, PA 17257.1397 EXECllTOI{'S ACCOUNT FIRST AND FINAL ACCOUNT OF Arthur H. Bair, Jr., and Mary Louise Orndorff. Co-Executors For ESTATE OF ARTHUR H. BAIR. Deceased Date of Death: Date of Co-Executors' Appointment: Dates of Advertisement of Letters: News Chronicle September II, 1997 September 17, 1997 Cumberland Law Journal Accounting for the Period: September 25, October 2, 9,1997 October 3, 10,17,1997 September 17, 1997, to June 10, 1999 Purpose of Account: Arthur H. Bair. Jr., and Mary Louise Orndorff, Co-Executors, offer this account to acquaint interested parties with the transactions that have occurred during their administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with: David P. Perkins, Esquire Mark, Weigle and Perkins 126 East King Street Shippensburg, P A 17257 (717) 532-7388 MARK. WEIGLE AND PERKINS _ ATTORNEYS AT LAW _ 126 EAST KING STREET - SHIPPENSBURG, PA 17257.1397 ~. ~~~~~~"i;~'~,i)(*".~",~'}1:<7~~t:.;lJi1~~_:.~;"':'1iJ.#!jj:;';~'i?:;;,;~~~~~J~:~~::.;ii.i(:;'(;~',i.i0-j:~::"",;.~><:~;;:~~,\~:C SlM<IAAY OF AaxJUNI' Estate of Arthur H. Bair For Period 09/11/97 Through 6/10/99 Page Fiduciary Acquisition Value Proposed Distribution to Beneficiaries $ 24,214.40 17 ----------- ----------- Principal Receipts Net Gain (or Loss) on Sales or Other Dispositions other Receipts 1-3 $333,149.30 0.00 0.00 $333,149.30 Less Disburserrents: Aclmi.nistration Expenses (Prin) Fees and Camri.ssions (Prin) FUneral Expenses (Prin) Other Expenses (Prin) 4-5 5 5 5-9 $31,111.39 20,046.56 1,687.60 16,304.36 69,149.91 Balance before Distributions Distributions to Beneficiaries $263,999.39 255,000.00 10 Principal Balance on Hand 11 $ 8,999.39 Incare Receipts Less Disbursements: Incare Taxes 12-15 $ 17,177.25 16 1,962.24 Balance before Distributions Distributions to Beneficiaries $ 15,215.01 0.00 Incare Balance on Hand $ 15,215.01 $ 24,214.40 CrnU::>ined Balance on Hand ----------- ----------- , &~q:,'l!.' ~1:~';X~.,.,':;:~:.;~~;~::;T1::,',~'1.:).".:;~'..J;~',.'.'"\.:;'~:I~:r.'.'."~';,'ir....',". '-;u" "",. ,',- .\ .,:.,.,,', """"",."(''','.'''''' RECEIPI'S OF PRINCIPAL Estate of Arthur H. Bair As of 6/10/99 Page 2 Assets Listed in Inventory (Valued as of date of death) Fiduciary Acquisition Value Residences Residence at 609 Charles Street, Borough of Shippensburg, CUmberland County, PA - sold 11/20/98 $109,000.00 Household Goods & Furnishings Autcrrobile - proceeds of sale Proceeds of Auction Sale of Personal Property $ 2,500.00 1,264.00 3,764.00 Refunds News Chronicle - 9/30/97 refund at cancellation $ 28.50 5.60 13.02 109.30 37.10 300.45 7.10 18.64 65.82 The Patriot News - 10/6/97 refund at cancellation Mutual of 0n3ha - 11/17/97 refund of unused premitun Nationwide Insurance - 11/12/97 refund of credit at cancellation T:r:u Green Chern Lawn - 11/14/97 refund at cancellation Capital Blue cross - 1/15/98 refund at cancellation United Telephone Corrpany - 2/24/98 refund at cancellation Sprint - 2/27/98 refund at cancellation Proration cf County Real Estate Taxes at settlement 11/20/98 RECEIPTS OF PRINCIPAL Estate of Arthur H. Bair As of 6/10/99 Page 3 Assets Listed in Inventory (Valued as of date of death) Fiduciary Acquisition Value Pl~ration of School Real Estate Taxes at settlement 11/20/98 $ 746.38 $ 1,331. 91 Miscellaneous Property Settlement of Driveway Easement Agreement with Gills 11/3/98 TOI'AL INVENTORY 600.00 ----------- $333,149.30 ----------- ----------- DISBURSEMENTS OF PRINCIPAL Estate of Arthur H. Bair For Period 09/11/97 'rhrough 6/10/99 Page 4 1\dministration Expenses (Prin) 9/19/97 Register of Wills, CUmberland County - Letters Testamental:)' and Short Certificates $ 299.00 60.00 64.16 18.11 18.81 12.00 18.81 9/23/97 CUmberland Law Journal - advertising Letters Testamentaxy 10/15/97 News Chronicle - advertising Letters Testarrentaxy 12/9/97 Dauphin Deposit - estate checks 4/22/98 Dauphin Deposit Bank and Trust Callpany - estate checks 4/22/98 Dauphin Deposit Bank and Trust Callpany - estate checking account service charge 10/27/98 Dauphin Deposit - estate checks 12/22/98 Mark, Weigle and Perkins - fee for property line dispute in order to prepare the real estate for sale 2,325.00 12/29/98 Register of Wills, CUmberland County - filing PA Inheritance Tax Return 15.00 12/29/98 Register of Wills, CUmberland County - PA Inheritance Tax 26,427.11 1/4/99 Register of Wills, CUmberland County - additional probate fee 1/4/99 Mark, Weigle and Perkins - reimbursement for costs advanced regarding real estate (1/20/98 certified mailing to client - 11.04; 9/3/98 additional billing fran Carl D. Bert for real estate problem - 127.00) 3/10/99 Register of Wills, CUmberland County - additional tax (163.17), and interest and penalty (1,328.68) on PA inheritance tax return 35.00 138.04 1,491. 85 '4 I':~> ....;,~U'g.~*JJ~~,>w~~ail:t.\,~!I.;,:-~:',:~>\-~~,;:'l....,,;i, .;. ,j. ',;.\ '.,.,...'" i F'~' DISBURSEMENTS OF PRINCIPAL Estate of Arthur H. Bair For Period 09/11/97 Through 6/10/99 Page 5 6/10/99 Mark, Weigle and Perkins - reserve for filing of Family Settlerrent Agreerrent with Register of Wills, OJmberland County 6/10/99 Mark, Weigle and Perkins - reimburserrent for postage, xerox copies, and long distance telephone calls $ 100.00 32.00 6/10/99 Linda K. Klein - notary fee 6/10/99 Mark, Weigle and Perkins - reimburserrent for overnight mailing of proposed final accounting to =-executor 16.00 15.50 6/10/99 Dauphin Deposit Bank and Trust Carpany - stop payrrent charge on original check issued to Martha Jones for partial distribution 25.00 $ 31,111.39 Fees and Carmissions (Prin) 1/7/99 Arthur H. Bair, Jr. - Co-Executor's Ccmnission $ 6,523.28 1/7/99 Mary Louise Omclorff - Co-Executor's Ccmnission 6,523.28 6/10/99 Mark, Weigle and Perkins - attomey fee 7,000.00 20,046.56 Funeral Expenses (Prin) 9/23/97 Fogelsanger-Bricker Funeral Home 1,687.60 other Expenses (Prin) 9/19/97 McNeil's lDck Shop - changing house locks 9/19/97 Hecht's - 9/6/97 statement 9/19/97 PFG Gas, Inc. - 9/12/97 staterrent $ 23.85 78.83 13.22 9/19/97 Dauphin Deposit Checking Ac=unt #97110817 additional checks clearing after date of DISBURSEMENrS OF PRINCIPAL Estate of Arthur H. Bair For Period 09/11/97 Through 6/10/99 Page 6 death paid frcm estate checking account $ 58.59 10/15/97 GPU Energy - 10/1/97 billing 10/15/97 Sprint - 10/4/97 billing 10/15/97 Tru Green Chern Lawn - 9/29/97 and 10/6/97 staterrents 14.63 32.86 182.32 10/17/97 Borough of Shippensburg - water, sewer, refuse 148.54 10/17/97 Tru Green Chern Lawn - 9/12/97 statements 10/17/97 PFG Gas, Inc. - 10/10/97 statement 56.18 15.58 11/4/97 TV Cable - November service 26.28 11/17/97 PFG Gas, Inc. - 11/11/97 billing 11/17/97 GPU Energy - 11/4/97 billing 11/17/97 Sprint - 11/4/97 billing 34.54 19.32 36.19 11/25/97 earl Bert & Associates - survey of real estate 1,372.50 12/2/97 Nationwide Mutual Fire Insurance Catpany - additional premium 24.00 12/9/97 TV Cable - December service 12/16/97 Sprint - 12/4/97 billing 12/16/97 GPU Energy - 12/3/97 billing 26.28 26.43 12.28 1/13/98 Borough of Shippensburg - water, sewer, refuse 138.98 1/13/98 TV Cable - January service 26.28 1/13/98 PFG Gas, Inc. - 12/12/97 billing 1/13/98 Sprint - 1/4/98 billing 1/22/98 GPO Energy - 1/7/98 billing 73.09 22.64 11.50 DISBURSEMENTS OF PRINCIPAL Estate of Arthur H. Bair For Period 09/11/97 Through 6/10/99 7/22/98 GPU Energy - 7/8/98 billing 7/22/98 PFG Gas, Inc. - 7/14/98 billing 7/22/98 C. Robert Orndorff - maintenance and repairs of real estate 8/20/98 Elva Jane Goodhart, Tax Collector - July school real estate tax 8/20/98 GPU Energy - 8/6/98 billing 8/20/98 C. Robert Orndorff - maintenance and repairs of real estate 8/20/98 Nationwide Insurance - haneowner's renewal 9/1/98 PFG Gas, Inc. - 8/12/98 billing 9/22/98 GPU Energy - 9/3/98 billing 9/22/98 PFG Gas, Inc. - 9/11/98 billing 10/13/98 Borough of Shippensburg - 3rd quarter water and sewer 10/13/98 GPU Energy - 10/5/98 10/13/98 C. Robert Orndorff - maintenance of real estate 10/13/98 earl Bert & Associates - real estate easement and draft revisions 10/29/98 PFG Gas, Inc. - 10/13/98 statement 10/29/98 Tim Gruver's Plumbing - furnace service call 11/20/98 Real Estate Settlement Expenses - including realtor's corrrnission, realty transfer tax, pest inspection, final water/sewer billing, hare warranty, radon correction fee, and credit to buyer for stove 12/5/98 GPU Energy - 11/4/98 billing -" 'r':' ~""~~;~~:M~i!;k.'~~~/i~~,,,~ ~~';~,\:,\'.Ai,'.'.;.;1\'''~:,;\J',r..s'> ~;,;;;\:'}~':C1:,~.;,:i! ,I ,.'.'_",", ."C'.'., $ 24.01 11. 01 243.00 1,227.17 22.44 117.51 297.00 11.84 20.10 11. 01 93.23 16.19 100.00 99.00 11. 01 24.00 9,407.65 9.33 Page 8 ~,......-._......;.:... ._....._;..~. . - .....-----------...-- .~-- DISBURSEMENTS OF PRINCIPAL Estate of Arthur H. Bair For Period 09/11/97 Through 6/10/99 Page 9 12/16/98 PFG Gas, Inc. - final billing $ 29.11 12/29/98 Arthur H. Bair, Jr. - reimbursement for payment of deceased's 1997 Final 1040 Federal Incare Tax to Internal Revenue Service 351. 00 12/29/98 Arthur H. Bair, Jr. - reimbursement for payment of deceased's 1997 Final PA40EZ State Incare Tax to pennsylvania Department of Revenue 283 . 53 12/29/98 Arthur H. Bair, Jr. - reimbursement for certified postage mailing 5.54 1/12/99 GPU Energy - final billing 4/13/99 Hershey Medical Center - 4/4/99 statement 16.43 117.00 $ 16,304.36 TOTI\L DISBURSEMENTS OF PRINCIPAL $ 69,149.91 ----------- ----------- DISIRIBurIONS OF PRINCIPAL TO BENEFICIARIES Estate of Arthur H. Bair For Period 09/11/97 Through 6/10/99 Page 10 To: Arthur H. Bair, Jr. Cash $ 85,000.00 1/7/99 Cash To: Mary lDUise orndorff Cash 85,000.00 1/7/99 Cash To: Martha Jones Cash 6/9/99 Cash 85,000.00 ----------- 'IOI'AL DISIRIBUl'IONS OF PRINCIPAL TO BENEFICIARIES $255,000.00 ----------- -.---------- . - . ._-'--~'-'.'--'" RECEIPTS OF IN<:O<1E Estate of Arthur H. Bair For Period 09/11/97 Through 6/10/99 Page 12 Interest Dauphin Deposit Checking Account 9/16/97 final interest at closing $ 0.06 Mellon Bank Checking Account 10/2/97 final interest at closing 3.12 Dauphin Deposit Estate Money Market 10/10/97 interest 30.54 506.98 11/12/97 interest 12/10/97 interest 1/13/98 interest 2/10/98 interest 3/11/98 interest 4/10/98 interest 5/12/98 interest 435.76 526.28 439.40 458.09 477.47 505.90 455.16 6/10/98 interest 7/10/98 interest 8/12/98 interest 9/11/98 interest 10/13/98 interest 11/14/98 interest 12/14/98 interest 1/14/99 interest 473.61 523.22 465.12 491. 06 579.78 568.99 954.46 439.42 2/11/99 interest ~- .... - '...~" -, '. .' ~ .. RECEIPTS OF INCCME Estate of Arthur H. Bair For Period 09/11/97 Through 6/10/99 Page 13 3/16/99 interest 4/15/99 interest 5/14/99 interest $ 444.35 388.86 374.48 9,538.93 Dauphin Deposit Certificate of Depo 9/16/97 interest $ 45.90 10/16/97 interest 275.42 11/16/97 interest 284.59 12/16/97 interest 275 .42 1/16/98 interest 284.59 2/16/98 interest 284.60 3/16/98 interest 257.05 4/16/98 interest 284.60 5/16/98 interest 275.41 6/16/98 interest 284.60 7/16/98 interest 275.41 8/16/98 interest 284.60 9/16/98 interest 284.59 10/16/98 interest 275.42 11/16/98 interest 285.85 12/28/98 interest 386.65 ----------- 4,344.70 RECEIPTS OF INcx:ME Estate of Arthur H. Bair For Period 09/11/97 Through 6/10/99 Page 14 Dauphin Deposit Certificate of Depo 9/19/97 interest 10/19/97 interest 11/19/97 interest 12/19/97 interest 1/19/98 interest $ 23.43 87.84 90.77 87.84 90.77 90.77 81. 98 90.77 87.84 90.77 87.84 88.28 91. 21 88.28 91. 22 88.27 26.46 ----------- 1,384.34 2/19/98 interest 3/19/98 interest 4/19/98 interest 5/19/98 interest 6/19/98 interest 7/19/98 interest 8/19/98 interest 9/19/98 interest 10/19/98 interest 11/19/98 interest 12/19/98 interest 12/28/98 interest Dauphin Deposit Certificate of Depo 9/30/97 interest $ 64.00 10/30/97 interest 100.77 11/30/97 interest 104.13 ~.'W~~,:?n:i~~~f}~Ii:/.;:~i,~~i\t.:;~r~~I';\:li;;;'\":.;r; ..:.:;:./,~',~','; RECEI PTS OF IN<:O<1E Estate of Arthur H. Bair For Period 09/11/97 Through 6/10/99 Page 15 12/30/97 interest 1/30/98 interest 2/28/98 interest 3/28/98 interest 4/30/98 interest 5/30/98 interest 6/30/98 interest 7/30/98 interest 8/30/98 interest 9/30/98 interest 10/30/98 interest 11/30/98 interest 12/28/98 interest $ 100.79 104.11 97 .42 100.33 104.16 100.79 104.12 100.77 104.14 104.14 100.79 103.86 104.14 ----------- 1,598.46 Mellon Bank certificate of Deposit 10/2/97 final interest at closing Mellon Bank Certificate of Deposit 10/2/97 final interest at closing Mellon Bank Certificate of Deposit 10/2/97 final interest at closing Mellon Bank Certificate of Deposit 10/2/97 final interest at closing $ 23.64 31. 52 18.52 233.96 Total Interest $ 17,177.25 'IOI'AL RECEIPTS OF IN<:O<1E $ 17,177.25 ----------- ----------- PROPOSED DISIRIBurIONS TO BENEFICIARIES Estate of Arthur H. Bair For Period 09/11/97 Through 6/10/99 Page 17 To: Arthur H. Bair, Jr. Cash 6/10/99 The beneficiary will receive a 33.3334% interest in the estate's residue, representing a portion of the following assets: Cash $ 8,071.49 Total $ 8,071.49 To: Mlly lDuise Orndorff Cash 6/10/99 The beneficiary will receive a 33.3333% interest in the estate's residue, representing a portion of the following assets: Cash 8,071.45 Total $ 8,071.45 To: Martha Jones Cash 6/10/99 The beneficiary will receive a 33.3333% interest in the estate's residue, representing a portion of the following assets: Cash 8,071.46 Total $ 8,071.46 'IOTAL PROPOSED DISIRIBurIONS TO BENEFICIARIES $ 24,214.40 ------------ ----------- ARTHUR II.IlAIR. JR.. and MARY LOUISE ORNDORFF. Co-Executors of the Estate of Arthur H. l3air. deceased. hereby declare under oath (penalties of pe~iury) that they have fully and faithfully discharged the dUlies of their oflice; that the f(Jregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during thc accounting period; that all known claims against the estate have been paid in full; Ihat. to their knowledge. there are no claims now outstanding against the estate; and that all taxes presently due from the estate have been paid. ~~~ ru~.~. Arthur H. l3air. Jr.. Co-Executor Subscribed and sworn to by ARTHUR H. I3AIR. JR.. before me ~ r:1 day of 9Un.P . 1999. Un. Y1~ ()l.l~)7~", MfComis8IM~.w!J.1lllJ1 ~",,,\~'r\-r,,;\...~ ~\I~ Mary Lou e Orndorff. Co-Executor Subscribed and sworn to by MARY LOUISE ORNDORFF, before me this / S~ay of 21"""'\A.S.... . 1999. ~~ J( /(~ NolarI8I Seal linda K. KIeln, Notary NIIIc S1ippe1l11lu1g, PA ClIa1IIllI Ccu1l1 My WlII,IIe&Ian ElcplrII Augu8l15. 2000 MARK, WEIGL.E AND PERKINS _ ATTORNEYS AT LAW ~ 126 EAST KING STREET - 5HlPPENSBURG, PA 17257.1397