The URL can be used to link to this page

Home My WebLink About97-00767 PETITION FOR PROBATE and GRANT 01' LETTERS Estate of William F. Walker No. .-1J~Cf7-7(P7 also kllOWII as la te of the !lorouqh oj To: GarUsle, cumberland countV. 1'1\ Regisler of Wills for the . Deceased. County of CllmbC'rlund- in lhe Social Security No. 174_0Q-6616 Commonwealth of Pennsylvania The pelilion of lhe undersigned respeclfully represenls Ihal: Your pelitioner!s), who is/arc 18 years of age or older an Ihe execulrix in Ihe lasl will of the above deeedenl, daled December 13. and codicil(s) dated N /1\ Vera E. Walker died March 1. 1995 and John William Walker died I\Uqust 10. 1996 leavina vour Petitioner as ExecutriX. named , 19-21- (Slale: relevant circumstances. e.g. renunciation, death of executor. CIC.) Deeendenl was domiciled al death in cumberland CounlY, Pennsylvania, with hi" las!family or principal residence al 300 Wi 1 son Str<><>t. Borouah of Carlisle PA 17013 (list street. number and muncipality) Decendent,lhen 82 years of age, died July 20 ,19 97 at DU uesne penns Ivania Excepl as follows, decedenl did nol marry, was nol divorced and did nol have a chitd born or adopled after execulion of Ihe will offered for probate; was not the viclim of a killing and was never adjudicaled incompelent: Decendenl al death owned properlY with estimated values as follows: (If domiciled in Pa.) All personat properlY (If not domiciled in Pa,) Personal properlY in Pennsylvania (If nol domiciled in Pa.) Personal properlY in CounlY Value of real eslate in Pennsylvania situated as fellows: 100 Wilson Street. Carlisle. I'll 17013 $ 125.000.00 $ $- $ 125.000.00 WHEREFORE, petitioner(s) respectfully presented herewith and the granl of lelterS theron. request(s) Ihe probate of Ihe lasl will and eodicil(s) testamentary (testamentary: administration c.La.; administration d.b.n.c.La.) it u c u '0_ ,- ~ ~";::' "'u C '00 c:':: ell';:: _u ~~ ~o ;; Ii, in ~ .t: l' . ,-1 .-1': , ftj'1' ) v,Ji,,:~ ;;.r/;,{' V:M" ./'P Jean Eli~eth Ball 22 Gobin Dr.. carlisle. PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CllMI1ERLIIND } S8 The petilioner(s) above-named swear(s) or affirm(s) Ihal the statemenls in the foregoing petition arc Irue and correel 10 Ihe best of Ihe knowledge and belief of pelilioner(s) and Ihal as personal represen. lalive(s) of the above decedenl pelitioner(s) will well and Iruly adminisler Ihe eslale according 10 law. _? I I: .: c':(. / / ,~ '" 00' " " ;: ~ ~ J 5 - ;;LOG-Lv CALL ATTORNEY AND PUT INTO PROTHONOTARY BOX No. Estate of wrLr.r AM I;' W^r.IO.'l~ . Deceased DECREE OF PROBATE AND GRANT OF LETTERS SEPT. 18 97 AND NOW 19_. in consideration or the petition on the reverse side hereor. satisractory proor having been presented berore me, IT IS DECREED that the instrument(s) daled n"cl'mhl'r 11. 1 qq1 described therein be admitted to probate and filed or record as the last will or William F. Walker and Letters Tp~trlmpn't.A ry are hereby granted to Jean Elizabeth Ball lX~(' !r,"Hv~~ Register of Wills M RY C. LEWIS FEES Probate, Letters, Etc. '.. . . , . .. $ :;> 7 n . 00 Short Certificates( 8) . . , , . . . . " $ 24 . 00 R'eT,{Jffi!ilIfil!n ......,..,...... $ 9.00 JCP $ 5.00 TOTAL _ $ 308.00 Filed... ,.SE!':J:...Hl... ,J..9.n. ,.... .., AITORNEY (Sup, Ct. J.D. No.) Robert C. Saidis, Esq. 21.458 2109 Market Street. Camp Hill, PA 17011 ADDRESS (717) 737-3405 PHONE -,.jn~') -'1~) ~), :~, ~_ ~; ~ !f," ..- ... _.'~'........~.....~.".,- . \ This is to certify thaI till' illl~lrtluti{}1I hell' j!.1\'l'll 1~ COlTl'Ctl~' copied frol\l .111 III i~~lll.d ll'llilll'.lll' pf dv,lIh dilly 11bl wilh IIll' .1' Local Rq~i'itr;lr:Thl' orij!.in;ll Ll'nilicall' will hl' fll['W,ll'lbl to ilK' 'iI,lIl' Vit,ll H~'llll'd'i (lHiu' I;., pnlll.llll'lll 111;1I~',. 4363566 WARNING: Ills Illegal to duplicate this copy by photostat or photograph, ~!j"c"_bLL "'~)~- (lll.d I~( l:l'.ll II / I ______ '/~5if7_ I )y.~ (--, 4/!(~\f~oTfl~ /#/ ' '"II'~'\;{ 1"'/ .....~'~'~ 'II. ""~l QI -... -~ ~';~. ", >:j ~,.. ~/J ~', ~/I ~>."',jjrNl ~\ ~~.,o'~ ~~'" he fill thi, l..ellilic~lll'. ~,~.Oll No. HIOS_'oIJA..2117 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH ",.,...., . ,lIIMAtIIaHf """'.. ,u tl.Cl1''l.JW"",,III SOC......SlC\;Il!Nlill"'.IIII NAMlOl'Ol!C'lCf.NT!f...,_...... .. AQ,(1V.1ld'crrI I. Male .174 -09 DAI(O'O(.OI'H,_,o...-, .. \mOI",11(M - ~. lI!OO(A1OR -1- IlUUIII'VoCI;C~_ S\M..~....,..:- PVoC.OI'OEAHir..............---.....-......_..,.. ttO$PT""1.. ~O e~O ~,o 82 ....... COlJ"lTYOfIcunt Butler, PA AAC.._-.....IfI/NI.,-. ,,,",,, .L white SUP'fflINGSl'QUSI .._~.......- Allegheny DECEDEKI"'SlISUAl.OCCl,lf'llllOJol , .......,eo_.""""IlV~-- d_...,_CIlI'lOl_'.OO. . ilL Materials er Ill.. DECt:llEHTSt,WUHGolDOAe:58(51r-.CoI'p(bo<I.SIIilI.lGCOIJiIl k t,WlItAl.SWI,j5.",*.-..s --- -"-' 300 Wilson street ,,carlisle. PA 17013 'oIlHVl'S NMlEI~"._ ~ ClfCEO€Nrs """" 1lE!10l!~ -- ...__1 U..SlIIe PA .. - MOO --' 'r.XX~~='" IolOTHER'SJ'Ulolr..~..._,"'_s..."""" 1,..0___.. - I",.~ ... iWOfl""AHf.S.....iLlN04OOIII!S ,sn...,ceo,I~~llleoo.l o ~ o ~ . UCENSENlllolaER m. To"'_oI"".~.OU"''''''_II-lJtN._Incl_'''''''' ~._I"" I"l.JoGl!OI'OlSPO:llTlOI'I'_Ol~""'~ ..OU-Pl.,;. .... Rose Hill CEmetel:Y t(I...E......o,t.OOllr.MO#I'AClUIV m LOC.uJO .c..,.-.:ll....lcICoG1 ~_S/al.o 21.. Butler, PA 16001 16001 UCEIlSElllllolllfA "',,",0 -""- , ' ......SCASl!~EFE~IlEOTO...EOl(:.ll.E.......INVliCOAClOIl'" ~O ..xl: m. TII,lEOf'DUJH D...;rEPFlOMOlJNCEDOUJ)'........-OIY,...11 .. 9:00 PM " Jul 20 1997 '7.H.IIT1, (tIl......"'-..........C<JI<IllIo<AI__...-1,.<leMh eal'Ol""..Iroe...-oI."..,.W<IlItCIIIMC.._IIOI'I'"'...._Olhl...'....... L>II~_~""HUI- , Pane to enia OU'lOlOR..I5Ac;oNtfOVENCECifl" Dementia DUETO!ORASAc:oo..'iE.OUE'-ICEOft ~ 'AlI!lh>'- '..-- ;--- : l'lUlTij,OIlIeI~_~IIII_,lNI fCC_""I...".-......_IiI'*'..PlUfrI " . "" .. . :> ~ ... .. .. ... :> \: DUE '101011 AS ACONSlout"CE Ofl WlIlE.wTIJI"5VFltoOiHOS ,.INIIlEIlQfDEAlH ~IlUPIlIOATO COlolPl.ETIOHOfCAUSI -- XX 0 0"."" - - 0 POl'lllltlgImeol~""" 0 ~O ~O ..- 0 """,,""'tlelll<""''''''' 0 t)AlEOF.N.oURY ,........0."....1 1,I,ll!Of'~URY 1tlO1IRy,t1WOl'\otl DESCIll8f.t<IONlH.NR'IOCC\IllREO. ,... 0 ",,0 . LOC,t1lOt4~.~_.~"' - - QJI"lIPIUI'croc.o........... .eunIl"l'IICPI4...IJCI.AItI"".-:.....oe<II"I""lelO.lM"'_......_...""'...:.."...."'.......,.;ed~.~....,CCf""'..IG"..,;.':l1 T.__oI""...........,...,,___tlINC_O'_..............I''''' H. I't.ACEOl'IN.!URY...._,..............'...,...,.OIftC. ~eIC,I~1 ,~. ",'" ^-----' 0-10 ,-,---, I j,t,',j, C!il O. UCEN MJI.l.lll DATi:SlQN~DI-""D.I._l rn 'c. PAMD 039881L II1.Jul' 22. 1997 IUoI.lE ""O"'DDIIES5~ ptll5QNWHOCOUPl.ElEDC..IU$EOl'Q.E.OTti ('~.lIHI'PO"lfP"n1David A. Harinatein, M.D. o 1318 Fifth Avenue, MeKeeaport, PA 15132 " CAt~ . z ~ " ~ Q ~ ~ 'PM)NOUHClHG A/oIOCll'l1'lnWOl'tilSIClN4.p,..""........."''''''''''>C''''l-1h ...,'..........,.."""...01 _!h' 1'o__oI""~.IlI.'"c>C._....IIN_.<lele._PIIoC.,_IIU.IOIroe..U...O.-"'"_,..."'... AL UIoIlINtl\rCORONI!'" .oI'u....,_IDnIhCl/or."v..Il~.,lG<O.l..mYOllI"'o...cl..."O<;CU"NoltMllm..cllt..-P1..:..lncldu.lot....C.u...t.l- .II'......~.... ...... ......... ...... ................ ................................................ ..... ._, '1 \/ L .;z';; ICy-' ~I- IllC'f'I-D/~/l.P7 G -- " ~ , !; r::- , , : ". , i i , , , ," , I , '.-t I : I " :1 : " il , i j , , I , " i .:1 i tu : , , i ! !i j":." ',' ., , ' :\ c: Cu. . .~ M >- '" '" a:: ~ ~ 0-1 l1J 0 ~ ~ 0 . . ID ~ ~ 0 I;; ~ \..1 C) Z 3: ~ <( ~ I J- <( :i 0: - ... Z Z ::E ... ~ <( I 0 (f) < ~ ~ ::E !!! ~ < >- . a:: ~ :E 1Il ~ i x z ~ U z ... Z <Il .. U 0: 0: W . ;:I ) a:: c g ~ ll. Ikl a J- Z !( ~ Ii ~ <( <( - W 0.. ~ .J :.:: I- :J a:: m Ii! ;;: .,...;, " .' ..- "- ' ~ " '.. - . LAST WILL AND TESTAMENT - - I, WILLIAM F. WALKER, of Carlisle, Pennsylvania, being of sound mind and memory, do hereby make, publish and declare this to be my Last will and Testament, hereby revoking and making void any and all will or Wills by me at any time heretofore made. FIRST: I direct the payment of all my just debts, funeral expenses, and the expenses incident to the settlement of my estate. I further direct that my Executor shall payout of my general estate, as if they were my debts, all estate and inheritance taxes, by whatever name called, becoming payable because of my death in respect of all property comprising my gross estate for death tax purposes, whether or not such property passes under this Will. SECOND: All of the rest, residue and remainder of my estate, be the said property real, personal or mixed and wheresoever situate, I do give, devise and bequeath to my wife, Vera E. Walker, to her, her heirs and assigns, provided she survives me for a period of forty five (45) days; but in the event that she shall have predeceasesd me, or shall have failed to survive for a period of forty five (45) days, I give, devise and bequeath said rest, residue and remainder of my estate to my two children: John William Walker and Jean Elizabeth Ball, to them, ''''}:,.'' ... . . who, at request of said Testator, and in his presence, and in the presence of each other, have signed our names as witnesses thereto, and day and year aforesaid. ~ ~~(? R: ~Cl/.-e ;xOlrz~ C-/~ yt~ C) ~ '>4r' S+t'.J Q. .,1 ~.t\.N'11 JClAo^-; ~ ..-.- \ . \) ~S:o.,jL-. VV\;chlldvIA-. I O",)\I\~ '^-' (' ) I (J ~-bo ..{ l-~~L<~'- D A,., n ~ ,., l '; I Licn. -r , tJcJ.k.v-{ / \ IJpeC.t.r"'CX- L) .~ v v ~Qc(l.~ 1'3, (en'). YlCL0~Ci . YL)<C'~~ 0r-rJ~""'-::> 7/0f:;b V\!\v! (..uv.ll"";'l;v-.., NotarialSeaJ South ~ J, Nxon. tJotaIy PublIc My~r"l!', Cumbel1and County IlllSSlOn t:xpi!'esJuIy 1. 1996 Menilili. Penns;;vanla Associalion of Notalies 4~ " , .Ii, on--,,', lIP. .,IJC"..... ~,';,;",.,.,..""."'.."... ,."""",,,.., '" Ci. ('" I\..' ., 'I:, ;j . REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS EDWARD K. BALL, Jl:lIIdixilxx (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that EDWARD K. BALL present and saw William F. Walker the testalOr , sign the same and that he signed as a witness at the request of testat nr in h ; ~ presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). ~~ /7 /J /J Sworn to or affirmed and subscribed before ' ~ h. J r=: II-t d f Edward K. all.) me t IS '..I ay 0 (Name ~;TEtY\.BEB.. ,~~ L. _ 22 Gobin Drive. Carlisle. PA 17013 ~ (1~u4JfL~ V1J~ (Address) ~ :i C. LE'\ill I "" Register (Name) (Address) REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS JEAN ELIZABETH BALL, (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that ~hp ; ~ familiar with the signature of William F. WAlker lCllIdicib< will that she presented herewith and codicil believes the signature on the will is in the handwriting of testat~ of (one of the subscribing witnesses to) the william F. Walker to the best of h<>r knowledge and belief. Sworn to or affirmed and subscribed before me this ~ :5 TI-t day of ~~Pg I~ 8. Alnil, llih ~R.'1' l:::'~ Register 22 Gobin PA 17013 (A ddress) (Name) (Address) CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: William F. Walker Date of Death: July 20, 1997 /997-oo7(p1 Admin, No. Will No. To the Register of Wills of Cumberland County, Pennsylvania: 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 of the above-captioned estate on September ;;/M(, 1997. Name and Address Mrs. Jean Elizabeth Ball 22 Gobin Drive Carlisle, PA 17013 Mr. David C. Walker 329 Gatewater Court, Apt. 301 Glen Burnie, MD 20160 Mrs, Dorothy E. Walker 335 Parkwood Drive Cranberry Township, PA 16066 Mr. Michael H. Walker Allegheny College P.O, Box 1753 Meadville, PA 16335 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: none Date: September M--, 1997 'J~ , .' I ~~____ Robert C/Saidis 26 West High Street Carlisle, PA 17013 (717) 243-6222 ( ) ~. J r< ..-.J Capacity: Personal Representative .x Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF flEVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARHISOURG. PA 17128.060 I ~:JL~ ~ NO. /\h 242348 R'VII" EX (11.96( : PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM: I" ACN ASSESSMENT CONTROL NUMBER AMOUNT ROBERT C SAlOIS ESQUIRE 1/")1 <;,Ci (")()('I ()() 2109 MARKET STREET CAMP HILL, PA 17001-0737 fOLD HERE FOlD HERE ESTATE INFORMATION: FILE NUMBER ~1-1qq7-07A7 SSN 17u-Oq-AA~A NAME OF DECEDENT (LAST) (FIRST) (MI) WAI KFR Wll I TAM F DATE OF PAYMENT 1 0 /1 7 /1 qq7 POSTMARK DATE 0/0010000 COUNTY $5,000.00 r:t IMBERL~ DATE OF DEATH TOTAL AMOUNT PAID REMARKS JEAN E BALL C/O ROBERT SAlOIS ESQUIRE SEAIf:HECKt< 103 PB " RECEIVED BY ///,,' /.. ('''ff~U,~<j,r' / ~ ~~~iS~ERL~~I~ILLS /1;'(/,<.. /-;dy' RECilSTEFI OF WILLS ------------------------------ --- -- ---------- -------- ---------- . , .... ~ ..__1 ~~ -'--.~.~-----~-..~..JllI'. ~ ,../Jo:r..'~. T :.~--. , " e~ COM~F,l'rtMN~'l[FP.mWcr~'NIA H'RR'sR5~o.~.ffi'28.0601 /~--cJo3 .' INHERITANCE TAX RETURN RESIDENT DECEDENT {TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS COUNTY CODE YEAR NUMBER FOR OATES OF DEATH AFTER 12/3'191 CHECK HERE IF A SPOUSAL P V FILE NUMBER REV~ 1500 EX .(7.9") D E C E D E N T 21.97-0767 DECEDENT'S NAME (I.AST. FIRST, AND MIDDLE INITIAL) Walker William F. DECEDENT'S COMPLETE ADDRESS 300 Wilson Street Carlisle, PA 17013 2. Supplemental Return 4a. Future Inl9resl Compromise (for dales of death after 12-12.82) [!] 6. Decedent Died Testate 07. Decedent Maintained a Living Trust (Attach co of Will) (Attach a co of Trust) C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: a 2 NAME COMPLETE MAlL1NC ADDRESS R D Robert C. Saidis Saidis, Shuff & Mas1and ~ ~ TECEPHONE NUMaER 26 West High Street _ T 717 243.6222 . Carlisle PA 17013 1. Real Eslale (Schedule A) 1.0- 2. Slocks and Bonds (Schedule B) (2) 169,750.00 3. Closely Held Slock/Partnership Inlerest (Schedule C) (3) None 4. Mortgages and Noles Receivable (Schedule D) (4) None 5. Cash. Bank Deposits & Miscellaneous Personal Property (Sch. E) (S) 15,603.30 6. Joinlly Owned Property (Schedule F) (6) None 7. Transfers (Schedule G) (Schedule L) (7) None 8. Total Gross Assets (tolal Lines 1-7) 9. Funeral Expenses. Administrative Costs. Miscellaneous Expenses (Schedule H) 10. Oebts. Mortgage Liabilnies. Liens (Schedule!) 11. Total Deduclions (tolal Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charnable and Governmental Bequests (Schedule J) 14. Net Value SubjecI to Tax (Line 12 minus Line 13) 15. Spousal Transfers (for dates of death after 6-30.94) See Instructions for Applicable Percentage on page 2. (Include values from Schedule K or Schedule M.) 16. Amount of Line 14 taxable at 6% rate (Include values from Schedule K or Schedule M.) 17. Amount of Line 14 taxable at 15% rate (Include values from Schedule K or Schedule M.) 18. Principal lax due (Add lax from Line 15. 16 and 17,) 19. Credns/Sp Poverty Prior Payments Discounl . 5,000.00 + 263.16 20. If Line 19 is grealer Ihan Line 18. enler the difference on Line 20. This is Ihe OVERPAYMENT. ~ 0 Check here if you are reque.tin a refund of our overpayment. 21. If Line 18 is greater than Line 19. enter the difference on Line 21. This is the TAX DUE. A. Enter the interest on the balance due on Line 21A. B. Enlerthelolal of Line 21 and 21A on Line 218. This is the BALANCE DUE. Make Check pa able to: R i.ter of wm., A ent ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ~ .. nder penalties 0 perJury,1 declaro t at ave examined th s return. nelud n9 accompanying sch ulesand stalements, and to t It best 0 rrrt nowledge and lief, It Is true, correet and complete. I declare thai all roalestate has been fepOttad at true market value. Declaration at preparer other than the parsonal repr&SlIntaUvels based on all Information ot which preparer has any knowledge. CAB H P L E P 0 C R C K 0 K P S SOCIAL SECURITY NUMBER 174-09-6636 DATE OF DEATH 07/20/97 DATE OF BIRTH 05/02/15 CO,"ty Cumber land (IF APPl.ICABl.E) SURVIVING SPOUSE'S NAME {l.AST ,FIRST AND MIDDLE INITIAl.} SOCIAL SECURITY NUMBER X 1. Original Return 4. Limited Estate Remainder Return (for dales of death prior 10 12.13-82) Federal Estate Tax Return Required Total Number of Safe Deposit Boxes AMOUNT RECEIVED (SEE INSTRUCTIONS) 0.00 05. 8. R E C A P I T U L A T I o N (8) 185,353.30 (9) 20,439.21 3,645.88 (10) 24,085.09 161,268.21 (11) (12) (13) (14) 161,268.21 (15) 0.00 X 0.00 , (16) 161,268.21 X .06' 9,676.09 T A X C o M P U T A T I o N (17) 0.00 X .15' 0.00 (18) 9,676.09 Interest (19) (20) 5,263.16 0.00 (21) (21A) (21B) 4,412.93 0.00 4,412.93 SIG ATURE OF PERSON RESPONSIBLE FOR FILING RETURN Jean Elizabeth Ball 22 Gobin Drive CaiBs'ie ~. 'PA" 'fioH..... - -... - - -..... -....-..... Saidis, Shuff & Mas1and ?? .~~!'.~ _ t1.i.&l:. !'.~"~!".~...................... n' -." Carlisle, PA 17013 DATE / Copyright (c) 1 form software only CPSystllms.lnc, ';./t- . 91 DATE 1- (7- er8 Form 1500 (Rllv.7.94) REV. '502 EX + (12.e5) co"'rN'm~~W,WhY.NIA SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER William F. Walker SS" 174.09.6636 07/20/97 21.97.0767 (Prop.rIy Jointly-owned with RighI 01 Survlvorthlp mual ba dlaclosed on Schedul. F) AU raol ..Ial. ahould b. reported allalr mark.t value which la defined e.th. price II which properly would ba exchanged belween a willing buyer and a willing seUer, neither baing compeUed to bu or seU, both havln reaaonabl. knowlad e olth. relevantlacll. ITEM NUMBER 1 DESCRIPTION VALUE AT DATE OF DEATH suspended 300 Wilson Street, Carlisle, PA 17013 (real estate currently listed for sale) Assessed value is 8,950 x 14.29 - 127,900 pursuant to the common level ratio TOTAL (Also enter on line 1, Recapitulation) Of more spaco is needed, insert additional sheets of same size.) Copyright (c) 1994 form software only CPSystllm"I~. $ 0.00 Form 1500 '5ch&dule A (Rev. 1Z.85) REV. 1103 I!X + (4.81) cO"l1.m~~~,WbY'N" ESTATE OF SCHEDULE B STOCKS AND BONDS FILE NUMBER 21.97.0767 William F. Walker 5511 174.09.6636 07/20/97 -owned wnh RI hi 01 Sur/lvorshl mUll be dllcloled on Schedule F.) DESCRIPTION 9700 shares North Pittsburgh Systems, Inc. common 17.50 VALUE AT DATE OF DEATH 169,750.00 TOTAL (Also enter on line 2. Recapitulation) (If more space is needed. insert additional sheets of same size.) CopyrIght (c) 1994 form software only CPSystems, Inc. $ 169 750.00 Form 1500 Schltdule 8 (Rev. 4-86) r _"- ..,:-~.,.~_..."_._,.,- REV. 1111 ax , (7.811) SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES CO"~IR.lil~~~MhY'NI. ESTATE OF Pl.... Print o. T . FILE NUMBER 21-97-0767 William F. Walker 55 ITEM NUMBER A. Fun...1 Exp.n...: 174-09-6636 07 20 97 DESCRIPTION AMOUNT 1. Admlnl.tr.tive Costs: Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid B. C. 2. Attomey Foes Saidis, Shuff & Mas1and 9,398.00 3. Family Exemption Claimant Address of Claimant at decedent's death Street Address City Zip Code Relationship Stale 4. Probate Fees Register of Wills 308.00 1 2 3 4 5 6 Miscellaneous Expenses: Cumberland Law Journal, estate notice Patriot News, estate notice Saidis, Shuff & Mas1and, costs advanced Estimated costs of sale of real estate additional probate costs filing fees 60.00 69.21 44.00 10,500.00 35.00 25.00 TOTAL (Also enler on line 9. Recapitulation) (If mo.. space is needed, insert additional sheets of sam. slz..) Copyrlght (e) 1994 form software only CPSystems.lnc. $ 20 439.21 Form 1500 Schedule H (Rev. 7~88) REV - 1512 EX. (1-93) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS CO......ONW~mT~ OF PENNSYLVANIA INHERI' E TAlC RETURN RES N DECEDENT ESTATE OF Pl.... Print 0' T . FILE NUMBER 21-97-0767 William F. Walker ITEM NUMBER 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 5511 174-09-6636 07/20/97 DESCRIPTION Bill Grove, lawn mowing at 300 Wilson St. Telephone bill for July, 1997 Pleasant Hill Apothecary Care Coach, 7/14/97 transport McKeesport Hospital, phone bill Arnold Fuel Oil (fuel, oil, cleaning and parts) Clinical Psychiatry Assoc. Bourough of Carlisle, water and sewer Telephone bill for August, 1997 Emergency Physicians of McKeesport PP & L, electic bill The Sentinel, publication of notice Clyde Mumma, lawn mowing Andrew Szczypta, clean and repair gutters Sprint, balance due Fuel oil bill Darlene L. Moyer, tax collector, 97-98 real estate taxes Darlene L. Moyer, personal taxes for 97-98 Refund of pension received after death Debits to Financial Trust Account after date of death AMOUNT 100.00 27.35 12.00 22.00 22.00 217.78 86.21 85.34 13.05 35.60 153.01 78.26 70.00 40.00 18.69 92.00 1,409.80 11. 30 1,061.39 90.10 $ 3,645.88 TOTAL (Also enler on line 10. Recapilulatlon) (If more space is needed, insert additional sheets of same size.) CopyrIght (e) 1994 form softw.rl!t only CPSystems,lnc. Form 1500 Schedule I (Rav. 1-93) REV. 1513 EX. (2.a7) COM~Nml)11l~'V~.w.1Y'NI' ESTATE OF SCHEDULE J BENEFICIARIES William F. Walker ITEM NUMBER ITEM NUMBER 551f 174-09-6636 07 20 97 NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP 1 A, Taxable Bequests: Jean Elizabeth Ball 22 Gobin Drive Carlisle, PA 17013 daughter 2 Dorothy E. Walker 335 Parkwood Drive Cranberry Township, PA 16066 daughter- in-law 3 David C. Walker 329 Gatewater Ct., Apt. 301 Glen Burnie, MD 20160 grandson 4 Michael H. Walker P.O. Box 1753 Meadville, PA 16335 grandson NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also anter on line 13. Rec.p~ul'lion) (If more space is needed. insert additional sheets of same size.) Copyright (c) 199. form software only CPSystems, Inc. FILE NUMBER 21-97-0767 AMOUNT OR SHARE OF ESTATE 507- of residue 1/2 of 507- of res idue 1/4 of 507- of residue 1/4 of 507- of residue AMOUNT OR SHARE OF ESTATE $ 0.00 Form 1500 Schedule J (Rev.Z-87) .' ~~I': I . ~~~~ September :~Z, 1997 Cornerstone Federal Credit Union P.O. Box 1181 Carlisle, PA 17013 RE: Estate of William F. Walker, deceased Social Security Number: 174-09-6636 The following is a comp~ete record of the above decedent's accounts as of July 20, 1997, decedent's date of death. If decedent had a safe deposit box, indicate number ?Ii! I\- Balance on Date of Death Account No. . Type of Principal Account Names on Date Account Opened (All Own- ers) ,. Wtl.L,~ Jf~N e SA u. POA IP.3. ~o .Slllltt.. Ie. 3- 'if) Accrued Interest t/S'i.OI t/S~'O 511'; 'I 'it, '/, (,/ 3.2-45. 0 'I' /S,Q7 5. '79 ~;w .Jr~~ Signature of Official Date: 9 /23/'17 t~. T~ ,:' ...-........_..-... - ,. ,.:~.~..~~, ""I )" .,~.:.l~;.;.~:;~..,,' ".,'.,~ '. '.. '. . ' SEP 18 '~7 el:28PM NORTH PITTSBURGH TELEPHONE P.I NORTH PITTSBURGH SYSTEMS, INC. 4008 GIBSONIA ROAD GIBSONIA PA 15044 September 18, 1997 Robert Saidis 2109 Market Street Camp Hill. PA 17011 Attn: Shelby Per your phone call, please be advised that there are nine thousand seven hundred (9.700) shares of North Pittsburgh Systems. Inc. Common stock regiatered in the name Is) of William F. Wslker. As of July 20. 1997, the value of the stock was $17.50 per share for a total amount of $169.750. In order to trensfer William F, Walker's atock. it will be necessary to comply with the following: 1. Provide an original Death Certificate for Willi em F. Walker. 2. Provide a short certificate stating the Executrix of the estate, 3. A Stock Power. signed by the Executrix. with signature gusranteed at a bank: accOmpanied by all stock certificates. 4. Advise us how you would like the new certificate issued. Provide the full name(s), address(es). and Social Security Number(s) of the new owner(s). Forward the above to our office. preferably by Certified Mail. indicating where you would like your new certificate(s) mailed, Immediately upon receipt of the properly executed forms. a new certificate will be mlliled according to your instructions. Should yoU have any questions, please do not hesitate to call. rJ~p-~ Dorothy J. Spithaler Assistant Secretary DJS:mhg --.._.....','..~~.,.....-...". --'"'-""'''',''-' ..,,... ," LAST WILL AND TESTAMENT I, WILLIAM F. WALKER, of Carlisle, Pennsylvania, being of sound mind and memory, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking and making void any and all will or Wills by me at any time heretofore made. FIRST: I direct the payment of all my just debts, funeral expenses, and the expenses incident to the settlement of my estate. I further direct that my Executor shall payout of my general estate, as if they were my debts, all estate and inheritance taxes, by whatever name called, becoming payable because of my death in respect of all property comprising my gross estate for death tax purposes, whether or not such property p under this Will. SECOND: All of the rest, residue and remainder of estate, be the said property real, personal or mixed wheresoever situate, I do give, devise and bequeath to my wife, Vera E. Walker, to her, her heirs and assigns, provided she' survives me for a period of forty five (45) days1 but in the event that she shall have predeceasesd me, or shall have failed to survive for a period of forty five (45) days, I give, devise and bequeath said rest, residue and remainder of my estate to my two children: John William Walker and Jean Elizabeth Ball, to them, J their heirs and assigns, share and share alike. Provided, however, if my said son, John William Walker, shall have predeceased me without lineal issue him and me survi ving, then I give, devise and bequeath the share which my said son would have received had he survived me, to my daughter- in-law, Dorothy E. Walker. Provided, however, in the event that my daughter, Jean Elizabeth Ball, shall have predeceased me without lineal issue her and me surviving, then and in such event I give, devise and bequeath the share which my daughter would have received had she survived me, to my son-in-law, Ed Ball. LASTLY, I do constitute and appoint my wife, Vera Walker, to be the Executrix of this, my Last Will and Testa provided she survives me and is willing and able to act; but i event that she does not survive me or is unwilling or unable act, then and in that event I do constitute and appoint my son, John William Walker, to be the Executor of this, my Last Will and Testament, provided he survives me and is willing and able to act; but in the event that he does not survive me or is unwilling or unable to act, then and in that event I do constitute and appoint my daughter, Jean Elizabeth Ball, to be the Executrix of this, my Last Will and Testament, in any event my Executrix or Executor to L_ ! serve without bond. And in the settlement of my estate I do empower my. Executrix or Executor to retain among the assets of my estate such of my investments or other property as to my Executrix or Executor shall seem proper, whether or not the same is included in the class defined by the law of Pennsylvania as legal investments for Executors or other fiduciaries and to make distribution of my estate in cash or in kind, or partly in cash and partly in kind. And further, I do empower my Executrix or Executor to make sale of any real estate of which I may die the owner or to which I may be entitled, at either public or private sale, to such person or persons, at such time or times, and for such price or prices, as to my Executrix or Executor shall seem proper without asking permission of any convey a legal title thereto, I do empower my Executri Executor to make, execute, acknowledge deeds therefor. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 13-14day of OQ.c<.....h-f" , 1993. *jJ~/cf~r William F. Walker ( Seal) Signed, sealed, published and declared as and for his Last Wi 11 and Testament by WILLIAM F. WALKER, in our presence, -.-...- ."....,....-.,,-"-..."..~.-'_.- . who, at request of said Testator, and in his presence, and in the presence of each other, have signed our names as witnesses thereto, and day and year aforesaid. ~ \-~ k: ~.fl ;dJ51 ~ C-2I&~ V1~q ~'>4r' S-bJ<1-.,J ~~"iJG-.; ~ .-:- \ - \) ~o~L-.. vV\.~.JJ.lJvJ/\.-. I OWY\~'^"'r , I. /J ~.'bf\ppQ~ ~ W;UiCt-.. -t. ~ <.D~ 13, '{Cf75. Yl~~ ~ . \ '. VL VV\~ 0.""110'-;'1;"'" 0''f' """-0 NolariaI Seal "..~ ~J. Nxcn. tlotarYPtblic "'-""', M'<Xfeton T,,?,. CumOerland ,..~_. MyComnWu" ExpiresJu/y 1. 1996'" Member. Pllf1nSyIVaniaAssodation 01 Nolaries _-r"';,-"..,._~_......----~,- -,. ',-, .....",,- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 'L J u: Jean E. R"ll .ccording to I.w. d.pos.s and s.ys th.t sha is tHe CJcccut~ lx of tho Estate of t\Ji 1 1 ;~,." r." ~Ta] ~~r of _j;l).lL..:e.QJ:".O.\lg.ll._of_.C"rl i "l..e- Cumb.rland County. Pa., d.c....d .nd th.t the within is an inventory made by .To~..., P Ball " tho said cnceutriJc of tha .ntir. ..tat. of said d.c.d.nt, consisting of .11 the person.1 prop.rly .nd real ..tate, .xcept reel .stet. ouhid. th. Commonw.alth 0/ P.nn.ylvani.. .nd th.t the figur.s opposito ..ch item 0/ the Inventory r.pr...nt it's leir v.lue .. of the d.te of d.c.dent's de.th, ' i:)WV.L,U . April .nd subscrib.d b.for. me, I cPfL 1998 +:d~l /1,/ J cf;. A5K.~~C-: (";/ EUC\ltor 'X~~ Jean E. Ball Sworn to Add,... 20th July 199i O..th D.y Month Y.., INSTRUCTIONS An inventory must be /i1ed within three months .fter .ppointm.nt 0/ p.rsonal r.pr.s.ntotive. A suppl.ment inv.ntory must be fil.d within thirty days of discov.ry oi, addition.1 ....Is. Addition.1 sh..ts m.y b. ott.ch.d .s to person.lty or r..lty S.. Article IV, Fiduci.ri.s Act of 1949. <ll .-< Ul ,.-< -;::1 II Ill, (.) "" ,... 0 0 >- -c ~ ~I .c ~ I- W ~ ~ '" l- t!' ~ w < ::l ~ "- I- ~ 0 u . 0 '" ~ 0 w w :<: l-< C '" ,.. J: '" ...:i 0 ~ ~ I- "- "- c I- ...J U. ..: I1l ~ ~ Z U. ...J < 0 ;;:, "- .2 I w 0 < w .i .5[ :i- :( > Z '" I Z 0 "-" c I c :;:1 , '" Z 0 0 '" < U "" Z I w ..:1 "- 'U i jl c - ~ , 0 I ~ ::' -" 'U .... ..., ~ E ~ 0 I: I . , 0 I .... U u: co REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA INVENTORY Estate of: William F. Walker. deceased Dale of Death: July 20. 1997 No.21'F-0307 Social Security No. 174-09.6636 Real Estate 1. 300 Wilson Street. Carlisle, PA value based county assessed value Stocks and Securities 2. 9.700 shares North Pinsburgh Systems. Inc" common stock at 17.50 per share Bank Accounts and Cash 3, Cornerstone Federal Credit Union, savings account accrued interest 4. Cornerstone Federal Credit Union, share draft account accrued interest 5. Financial Trust, checking account 001342665 accrued interest 6, Refund of deposit with Sycamore Estates, 7, Forethought, refund of prepaid funeral plan 8. Dividend check received prior to death 9. Covenant Care. refund TOTAL ~~)C! 127.900.00 169,750.00 8.969.61 15,97 3,245.04 5,78 237,27 .01 863.00 38,85 1.358,00 869,77 313,253,30 ':.!", ~.t-; .-.' ~ :..., \~J Ci ..-, '. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OEPT 28000 I HARRISBURG_ PA 17128-0601 C)!.I~_O_ ~ NO. AA 2 S 9 9 71 nEV.'''' EX 1"'9'1 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT ROBERT C SAIDIS ESQUIRE 1(\1 '1;4,41;:>.9::1 26 WEST HIGH STREET CARLISLE, PA 17013 FOLD HERE FOlO HERE ESTATE INFORMATION: FilE NUMBER 21-1997-0767 NAME OF DECEDENT (LAST) SSN 174-09 6636 (FIRST) (MI) DATE OF PAYMENT 4/1 711998 POSTMARK DATE 0/00/0000 COUNTY CUMBERLAND DATE OF DEATH TOTAL AMOUNT PAID $4,412.93 SK RECEIVED By/7ilt.,. /,1/ /,/,: I..) /)//t. MARY C. LEwis . ~! /' ( "- REGISTER or WILLS / /1;'111 }.,/U'IJ " ;;r REMARKS JEAN E BALL CIO ROBERT C SEA&:HECKiI 1007 SAIDIS ESQ n[Ci:STrF~ OF V.,JILI.S .".....,. _ _ _ _ __ __ ...___ ._.__ _ __ ___ __~ _____ u_~ ~_~__" ____ . ____ ___. ,! ---.~ , __ -:-.~_~. -:---~n.;-.__~.:.:u'fI-~".4-:lr_~ :~'"-.. , \. .' " /5-;)0:3 -c;, BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 11128.0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE * "1 C- NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX flV-I'" (I'" 1"-'" ROBERT C SAIDIS SAIDIS SHUFF MAS LAND 26 W HIGH ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-22-98 WALKER 07-20-97 21 97-0767 CUMBERLAND 101 WILLIAM F A.aunt R...ltt.d 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:iS4'nx-ioFP-n"9=9'ri-No'flcE--oF-'fNHERITANcE-rAx-APPRAIsEMEN:r;-ioi:rowANcE-oR'----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WALKER WILLIAM F FILE NO. 21 97-0767 ACN 101 DATE 06-22-98 TAX RETURN WAS: I ) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. CloselY Held stock/Partnership Interest (Schedule Cl 4. Mortgages/Notes Receivable (Schedule Dl S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property ISchedule F) 7. Transfers (Schedule G) 8. Total Assets ( X) CHANGED SEE ATTACHED NOTICE NOTE: To insure proper credit to your account, subMit the uPP8r portion of this for.. with your tax p8Yllent. .00 169.750.00 .00 .00 15.603.30 .00 .00 18J IlJ (2) (3) (4) ISJ (6) 17J 185,353.30 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Exp.nses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Beq~estsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UOJ 9,939.21 3.645.88 111) (2) 113J (4) 13,~8~ 09 171,768.21 .00 171,768.21 If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. A.aunt of Line 14 at Spousal rate (15) 16. Amount 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 NOTE: .00 X .00= 171,768.21 X .06= .00 X .15= U8J .00 10,306.09 .00 10,306.09 TAX CREDITS: PAYHENT DATE 10-17-97 04-17-98 DISCOUNT I+J INTEREST/PEN PAID (-) 263.16 .00 AHOUNT PAID 5,000.00 4,412.93 RECEIPT NUHBER AA242348 AA269971 INTEREST IS CHARGED THROUGH 07-07-98 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 9,676.09 630.00 12.14 642.14 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"' ICRJ, YOU HAY BE DUE A REFUNO. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) .' RESERVATION: Estat.s of dacedonts dying on or before Dec..be,.. 12. 1982 -~ If any future lnte,..est In the estate Is transforred In po.s..slon or .njo~.nt to Ciel' B (collateral) beneficiaries of the decedent nfter the expiration of any .state for B" or for years, the Conon1l8alth heraby IIxprush rUllrV8$ the right to appraise and Bsses. transfer Inheritance T8x85 at the lewful Class B (collateral) rate on any such futu,... inter-list. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): To fulfill the require.eob of Section 2140 of the InhllrltBnclI and Estate Tax Act, Act 21 of 1995. (n P.S. s.ctlon 9140). Detach the top portion of this HoUee and sub.it with your pay.ont to the Register of Wills prInted on the reverse sid.. --Hake check or Doney order PBYBbh to: REGISTER OF MILLS, AGENT A refund of It tax credit, which was not requestlild on the Tax Return, .ay be requested by c08pleUng IIn "Application for Refund of PennsylvaniB Inheritllllce and Estate Tax" (REV-1313). Applications are avallable at the Office of the Register of Wills, MY of the 23 Revenue District Offices, or by calling the special 24-hour answering service nu.bers for fores ordering: In PennsYlvania 1-800-362-2050, outside pennsylvania and within local Harrisburg ana (717) 767-8094, TDDIt (717) 772-2252 (Hearing I.paired Only). OBJECTIONS: Any party in interest not slItisfied with the appraise.ent, allowance or disallowance of deductions. or assess.ent of tBX (including discount or interest) as shown on this Notice .ust Object within sixty (60) days of receipt of this Notice by: ADHIN ISTRATIVE CORRECTIOHS: DISCOUNT: PENALTY: INTEREST: --written protest to the PA Departlent of Revonue. Board of Appeals. Dept. 261021, HarriSburg. PA 17128-1021, OR --election to have the .atter deter.ined at audit of the account of the personal repres,mtative. OR --appeal to the Orphans' Court. Fectua1 Clrrors discovered on this assess.ent should be addressed in writing to: PA Depart.ant of RClvenue. IkJreau of Individual Tax85. 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 B Resident Decedent" (REV-lS01) for an explanation of IId.inistrativelY correctable errors. If any tax due is paid within three (3) calendar .ooths after the decadent's death. a five percent (5%) discount of the tax paid is allowed. Tho 15% tax BlIflllSty non-participation penltl ty is co.puted on the total of thcl tax and intlilrest assessed. and not paid beforCl January 18. 1996, tho first day after tho end of the tax a.nub period. This non-participation penalty Is appealable in the sale eannar and in the thCl saMe U.e periOd as you would appeal the tax and interest that has been assClssod as indicated on this noUco. Interest is charged beginning with first day of delinquency. or nine (9) .onths and one (1) day fro. the date of dClath, to the date of paYllent. Taxes which bClca.e delinquClnt before JllnUary 1, 1962 bear interest at the rate of sIx (6%) percent per annuc calculated at a dally rate of .000164. All taxCls which becaMe delinquent on and ofter January 1, 1982 will bClar interest at a rate which w11l vary froll calendar year to calendar year with that rete announced by the PA DGparteent of Revenue. ThCl appllcablo intClrClst rates for 196Z through 1998 are: '!!!! Interest Rate Dally Intorllst Factor :!!!r IntarClst Rate Dally Interest Factor 1982 20~ .000548 1987 9% .000247 1963 167- .000438 1988-1991 11% .000301 1964 11% .000301 1992 9% .000247 1985 13~ .000356 1993-1994 7% .000192 1986 10i: .000Z74 1995-1998 9i: .000247 --Interest is calculBted as follolls: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued efter the tax boco.os delinquont will reflect an intCl"est calculation to flftoCln (IS) days beyond the date of thG assessellnt. If paYMent is .ade after tho InterClst cOllputoUon date shown on the Notice. additional interest lIust be calculated. \. ~470!X{1-M1 . INHERITANCE TAX EX PLANA TION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRI BURG PA 1712 .0601 DECEDENrS NAME FILE NUMBER 2197 '()767 101 William F. Walkor ACN REVIEWED BY Daniel Heck SCHEDULE ITEM NO. EXPLANATION OF CHANGES The value of this item has been suspended from the appraisement of the return until the final value can be determined. A supplemental return must be filed when the value of the suspended item is determined. Estimated expenses are not allowable deductIons when property is not sold. A 1 'H C-4 ROW Page 1 co - '0 Lf) .- ct en ., N ::;. -. 1L (', N N , , Z " 0 "- ::::J I.; -, 0 , U ~. ..::: .D Ola: ~ ~ l'= iU- a: -::> QC ~__..~. ....., .~ .__,_._", .___..i.."..,,' .... '.:'"" ,g '._'" C.',., /. -, ,...'.'.p lohn E, Slike Roben C. Saidis Geollrey S, Shuff Albert H. Masland lohnna J. Deily Richard P. Mislitsk)' t James E, Reid. lr, Scoll D. Moore Karl M. Ledebohm '-awOlTiees SAlOIS, SHUFF & MASLAND ^ l'IWI-LSSIOSI\I. ('(IHI'O\(,\lIOS 2109 Market Street. Post Office Box 737 Camp 1I111,I'ennsylvnnlll 17IK11-0737 Telephone: (7171737-3405' ('aesimile: (717) 737-3407 Email: sgsm@czonlinc,cnm Carlisle Omce: 26 W. lIigh Slreet Carlisle. PA 17013 Telephone: (717) 243-6222 rae.limi!e: (717) 243-6486 Reply To Camp Hill August 12, 1998 Register of WilIs Cumberland County Courthouse Courthouse Square Carlisle, PA 17013 Dear Ladies: Re: The Estate of William F. Walker File No. 21-97-0767 Enclosed is an original and three copies of a supplemental Inheritance Tax Return to be filed in regard to the above estate along with a check for additional taxes due and a check for the filing fees. '15 ~~ . .'- .~ :~~ ,,11.-" atili' ~ncI. Please return a time-stamped copy of the return to me in the envelope enclosed. Thank you. Very truly yours, C\ It;. o -' .-' -::: ':.. ".JW~ SAIDIS, SHUFF &_MASLAND / 0;-:'::; '.'. f") ~ ingling, Paralegal L.!:l :;::J ~~ .....l . .0 'f,: j:: ~5 '..)0 co P' t Certjfied llS" Civil Trill! Ad\'ucall: hy the N.llillnalllu:ud llfTrial t\dvocacy ,\ I'clln~yh'llnia SuptCII1l: Court Accrcdiled Agl:l1cy ~ l\. ~ ~ - - ~ Z r- ~ ~ 8 ~ ~ ~..... r- r ~ 2C :::: ....- . = ;:J/:--- :: ~ ~ ~ 'JJ c. -:: :.., "- ~ ~ - Q - < 'JJ :J(j JJ~ <:: CF ~ :3 :-." cr '" (": " (C "'" .. , c:: . '. C1 ~ Lv ,~ ;::J -' ...-":', - ~" \ " \,() ~ '" '" ~ ~ ~ ~ \l) C) ~~~\' , '-l ~--. ..... --. ::l,~~~ 'J \.<-. tl ""~<{) ~(l,) ~~~~ ~ ~ ~ ~ ''-U~ 8~ ~~~ ...J 4 :ii Ul Ul ~ U .... Ul a: ... r . , I \i II.. \\~ .,-,------ ~ '__"""""" ...48lf. ,..4 '~'~L_ T'-'-: /~'J.03 -C:, ~"500EX '17.9') , CAB H P L E P 0 eRe K 0 K P S (!..../ FOR OATES OF DEATH AHER 12/)1191 CHECK HERE IF A SPOUSAL P \I ATYCREQIT 15CLAIMEO FILE NUMBER INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS . 'coM~~~ltMl~\\'il~,f,l'JWMANI^ HARRISR5~[~A ;~1z8,0601 D E C E D E N T DECEDENT'S NAME (lAST. FIRST. AND MIDDLE INITIAL) Walker, William F. SOCIAL SECURITY NUMBER 174-09-6636 DATE OF BIRTH 05/02/15 21.97-0767 VEAR COUNTY COOE DECEDENT'S COMPLETE ADDRESS 300 Wilson Street Carlisle, PA 17013 County Cumberland AMOUNT RECEIVED (SEE INSTRUCTIONS) 0.00 SOCIAL SECURITY NUMBER NUMBER 05. 8. Rernainder Return (for dates of death p,ior to 12-13.82) Federal Estate Tax Return Required Total Number of Sale Deposit Boxes (9) (8) 15,131. 22 367.85 (11) (12) (13) (14) 0.00 X = 126,000.00 15,499.07 110,500.93 110,500.93 0.00 6,630.06 0.00 6,630.06 0.00 0.00 20. If Line 19 is grealer than Line 18, enler the difference on Line 20. This is the OVERPAYMENT. ~ 0 Check here If you are requeslln a refund of your overpayment, 21. If Line 18 is greater than Line 19. enter the difference on Line 21. This is the TAX DUE. A. Enter the interest on the balance due on Line 21A. B. Enter the total of Line 21 and 21A on Line 21B. This is the BALANCE DUE. Make Check Pa able 10: Re Isler 01 Wills, A enl . . BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH ... ... Un er penal! e9 0 perJury,1 declaro that I aveexamlned th s return, ncludlng accompanying schedules and statements, and to the best 0 my knowledge and bellef,lIls true, correct and complete. I declare that aU real estate has been reported at true marlcet value. Declaratlon of preparer other than the personal representative Is based on all mall n qV" which pre parer has any knowledge. Y X 2. Supplemental Return 4a. Future Interest Compromise (for dales of death after 12-12-82) [g) 6. Decedent Died Testate 0 7. Decedent Maintained a Living Trust (Attach copy of Will) (Attach a copy of T,usl) C P ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: 2 ~ NAME COMPLETE MAILING ADDRESS R D Robert C. Saidis Saidis, Shuff & Mas1and ~ Ii TELEPHONE NUMBER 26 West High Street _ T 717 243-6222 Carlisle PA 17013 1. Real Estale (Schedule A) 1 126,000.00 2. Slocks and Bonds (Schedule B) (2) None 3. Closely Held Slack/Partnership Inte,esl (Scheduie C) (3) None 4. Mortgages and Notes Receivable (Schedule D) (4) None 5. Cash. Bank Deposits & Misceilaneous Personal Property (Sch. E) (5) None 6, Jointly Owned Property (Schedule F) (6) None 7. Transfers (Scheduie G) (Schedule L) (7) None 8. Total Gross Assets (tolal Lines 1-7) 9. Funeral Expenses, Administrative Costs, Miscellaneous Expenses (Schedule H) 10. Debts. Mortgage Liabililies. Liens (Schedule I) 11. Total Deduclions (tolal Lines 9 & 10) 12. Nel Vaiue of Estale (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 15. Spousal Transfers (for dates of death after 6-30-94) See Instructions for Applicable Percentage on page 2. (Include values from Schedule K or Schedule M.l 16. Amount of Line 14 taxable at 6% rate (Include values from Scheduie K or Scheduie M.) 17. Amount of Line 14 taxable at 15% rate (Include values from Schedule K or Schedule M.) 18. Principal tax due (Add tax from Line 15. 16 and 17.) 19. Credits/Sp Poverty Prior Payments Discount + + DATE OF DEATH 07/20/97 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ~LAST ,FIRST AND MIDDLE INITIAL) 1. Original Return 4. Limited Estate R E C A P I T U L A T I o N T A X C o M P U T A T I o N (10) (15) (16) 110,500.93 X .06 = 6,630.06 191. 60 6,821.66 SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Jean Elizabeth Ball 22 Gobin Drive cariis-ie -, - -PA --'i70i"j------ -- - -- - - - - ---- - -- - - -- --- Saidis, Shuff & Mas1and ??_ _1i~~_1: _ ~_i_&~. ~_1:r:~!'_1: _ _ _ _ _ _ _ - - - - - - - - - - - - - - - - - - - - -- Carlisle, PA 17013 (17) 0.00X.15= (18) Interest (19) (20) (21) (21A) (21B). &JI" / 7,~ DA I Form 1500 (Rev. 7-901) (~ .!!1 6 cJ' IDe:: a: 0\ '-t) i.::-< "J 0.. C"J :?.: (V") ~ c.<:l ~ co P' .iJ ;::~ ~5 r..)D .~~- REV. 1502 EX + 112-05) COMr..m~{\,_,NhY'NI' ESTATE OF FILE NUMBER William F. Walker SS 174-09-6636 07 20 97 21-97-0767 (Proporty Jointly-owned with Right 01 Survlvollhlp muot be dloclolod on Schodule F) All real ..tate Ihould be reported allllr mlrklt vllue which II dellned II tho prlco at which proporty would be oxchlnged between a willing buyer and a willing .eller, nellher being compelled to buy or .eU. both hlvln r...onlblo knowled 0 01 the rolovanlllct.. ITEM NUMBER 1 SCHEDULE A REAL ESTATE DESCRIPTION VALUE AT DATE OF DEATH 126,000.00 300 Wilson Street, Carlisle, PA 17013 value based on sale price TOTAL (Also enter on line 1. Recapitulation) (If more space is needed, insert additional sheets of same size.) Copyright (c) 1994 form software only CPSystems, Inc. $ 126,000.00 Form 1500 Schedule A (Rev. 12-85) " ';>>-<.. r .......;.. i ,'1, r.---;7 i\:': SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES REV. 1511EX . (7-88) COM\1.\lWIlm%~'IU~f1YANIA ESTATE OF William F. Walker ITEM NUMBER A. Funeral Expen.e.: B. 1. SS# 174.09.6636 07 20 97 DESCRIPTION Administrative Cost.: Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees 3. Family Exemption Claimant Address of Claimant at decedent's death Street Address City Relationship State Zip Code 4. Probate Fees c. 1 Miscellaneous Expenses: costs of sale of real estate (see settlement sheet attached) 2 Costs of fix-up to house (cleaning, trash hauling, repair~, etc.) TOTAL (Also enter on line 9. Recapitulation) (If more space is needed, Insert additional sheets of same size.) Copyrlghl(c) 1994 form software only CPSystems,lnc. Please Print or T e FILE NUMBER 21-97-0767 AMOUNT 9,697.80 5,433.42 $ 15,131.22 Form 1500 Schedule H(Rev. 7-a8) REV. 1513 EX + (2.87) COMw,mnm%g,w>>'ANIA ESTATE OF SCHEDULE J BENEFICIARIES William F. Walker ITEM NUMBER 55 174-09-6636 07 20 97 RELATIONSHIP NAME AND ADDRESS OF BENEFICIARY 1 A. Ta,able Bequests: Jean Elizabeth Ball 22 Gob in Drive Carlisle, PA 17013 daughter 2 Dorothy E. Walker 335 Parkwood Drive Cranberry Township, PA 16066 daughter-In-law 3 David C. Walker 329 Gatewater Ct., Apt. 301 Glen Burnie, MD 20160 grandson 4 Michael H. Walker P.O. Box 1753 Meadville, PA 16335 grandson ITEM NUMBER NAME AND ADORESS OF BENEFICIARY e. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13. Recapitulation) (If more space is needed, insert additional sheets of same size.) Copyright (c) 199~ form software only CPSystems, Inc. FILE NUMBER 21-97-0767 AMOUNT OR SHARE OF ESTATE 507. of residue 1/2 of 50% of residue 1/4 of 50% of residue 1/4 of 50% of residue AMOUNT OR SHARE OF ESTATE $ Form 1500 Schedule J (Rev. 2-61) 0.00 Pago 2 I.. SI::T1't.I::MI::NT CIIARGt:S JUUU& .~UMBIRG.INC. P'UBLI6HER NYC 1001 J - 700, , .TAL 'ALES/BROKER'S COMMISSION bs..d on 00 VivlJliJllllj t"eJtlllnlu/un 'AIDIIGII1 PAID flOM prlce$ .126.000.00 T~ 6 '1'0' $7,560. . (1m.. 700) ...~-iulluWJ: IOIIOWll" lUll'" 701. S '7.560.00 10 Jack Gaughen Real tor IUlD'" fUNDIAl II11Ullllr IIml...l 702,~l 10 I 7~~ml..lon nOld al Sal1lomont I 7,:>ou.uu 1711A. -\ 100, ITEMS PAYAOLE IN CONNECTION WITH LOAN ; e01. Loan orln1nollon too '1'0 r 802. Loon dlscounl '1'0 -] 803. ADDral..ll.. 10 .80:4. Crodlt ro~rl .. .to . f .. . . . . , . , ,.. '" II' I .. , . 805. Lender's Ins_lion too I , , .iT . 806,I'Mortnan81nlurance annlicatlon tee to'" -,"'" " , , ... .\,:'; . . 8O~ Aasumollon to' ' .. p,' . . . ;. ..' oO . ;,',11.. ,.;,,, " ..,.... " ,i.;, 80S. 1',1.. .. . ,. ,. . . .. ~ 1 ' .. " ~. I '" >, ,,;.., ......:. .. '. 809, ." . .t.. . ,; I.. .. .., ,,' '. ~ ' I.. ,', "' .,'lr\J. ' .' " 810. . '" .- co ~I .' ' ... . ., ' , .,,"\,',:1 ..01.. ," "",, I" . ~;:'., I.;J' I.. ',:1: , - , .' 811. ,-.:':, , ' . 100. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interes' Irom 10 a;H Idav I . 902, MorlOOOO Insuranco oremium lor monlhs\O ... ......,.,....,... 903. Hazard Insurance nremium lor vearslo 1904. vearslo 90S. .. .. 1000. RESERVES DEPOSITED WITH LENDER -' .. months {@ S oer month - 1001. Hazard insurance , 1002, MOrlnane Insuranco months {@ S ner monlh ': 1003. Cllv orooerlv lo.es months (al S Der month 1004. Countv nrooertv la.es months {@ S ner month 1005. Annual assessments monlhs {@ S nArmonth 1006. months (al $ - ,.J , .. .,...... ~per'month-:~' 1007, months {@ S . .:~" . nar month 1008. months f<il S . nRr month 1100. TITLE CHARGES .., ., ,..... -I...,' ....., 1101. Settlement or closinn fee " . ,..:t~: .,..,,,,~>r. ... ~. ,,,,,,.. J" ,.' ',' .. .. . . to ,- 1102. Abstract or title search 10 'oO -, .~ i ':'..,.. .. . ~ . , ,,_., ,'. :J,.... '"~ '" f,.IJ. ....... 1103. Title examination 10 .J ,,, I 1104. Title insurance binder 10 .-' .' ~: .\ :....' 1105: Document oreoaralion to Saidis Shoff. &. /Ilasl,and t'U'- 1106. Nolandeos to , 1107. AUornev's leos 10 Edward W. Harker,' ESqulre 4:>U.UU {includes ablH't items lIumbt!rJ: 1101,1102: 1103; 11'05\ '. ~ -; .. 1108. Titlelnsuronce 10 '..'\.'~",7 {includes above iums nuwbt!rs: ..' : \... .\ , 1109, Lend.fs coverane $ I '. , '<; t 110. Owner's coverane .toO' . . . .. -. .. . .. ~~ .. ~ . ~. -,- ..- ...~ .... . ,.--. .._n ._ -....,.....-... .-. 1111. ',II ~.::' '., 1112, -"....-... 1113. 1200, GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recordlno tees: Deed S 2<; 50 . Mortnsne S . Releases $ ?<;~<;n 1202. CI1~/count. tax/slamns: Deed t: fi6 ,000.00 .:1'. ,~ . .. :" Morloaoe S .1 .....:1 .. . ,. '1 :'fliy 00 1 260.00 1203. Slalo tax/slamos: Deed $ : " . : MortaaQe S , .. ,. . ,...'..... ..' . .. ;"" j,. .. . ..... .' '" ., ..'.....~ en'".. . 1204. , ",'. " " .. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES " ". -;;- -"" c..):''''' .Tack ',..~ oO .... '-I' . 1 ". .... .., .. ."i;n nn ; 1301. 1302. Pest Insnection to 1303. m..___ '. . "',," .." -:r,n!, ",,;-;:;hon 7'i 00 7'i on 13041 QQR~ -;Pwn "',," ton ",;1 n~O l';l';A ';A 13051 aQCl_QQ O',v Ion n,,.1 on" Mn,,"" . 1 --;;(i'i 4R , 13""",,.1 ~ ~1 "COn ~,..:,: "" t,.. -;.,1-0,. ~n'" . .....~.: ' ~- . .....'. i~ ?1 - Q7 : , . , 1400. TOTAL SETTLEMENT CHARGES '(t!lIttrUlllilil'~ 10J. ."i~~'litlll J ,md SOl. St'rlilm K) 1,810.50 11,236.99 t . have carefully reviewed the HUD.I Selllement Slatement and to the best of my knowledge and belief, it is a true and accurale ;shtaleHmUeont o.fSalll rlcceipttsSandt disburse ~n' ade on m~accou.nl or by me in this Iransaclion.1 f~rtherccEt.if~lhaL Ihaver~~ei.v.ed a copy of.. Ie' e t emen t. ent.; /.~ 1: ' , /' n -/ __~' l/ -- Borrow.r: s011{;~;;//'1,' I /'. X/vi h, ;.:v# (' (' ( <,/ '~ I ~ I I Fh ha e ~cpar.tl \ a t(tjJ: an.<!l's~_u_~at<;,l!~fO!1'l\ gL!~is \[l!fi~c!iQ!l.1. !1"V~ c.!.l.!!.sed. "I will cewih' Ie e 2- "J,.,ocf' Date _ _ / / t.:. WARNING: II i." crime 10 knowingly ma, al" ,'alem' ,'0 Ih, Unll<d Sla'" on Ihl. or any o,her .imilar form. I'enallie. upon eonvie,ion can Include a rme "nd impriionmcnl. for details lice: Tille IH U.S. ode Seclion 1001 and Section 1010. ESTATE INFORMATION: FILE NUMBER ?1-1997 07A7 RSN 174 09 AA~A NAME OF DECEDENT (LAST) (FIRST) WAI KFR WII I lAM F DATE OF PAYMENT R/l::1/199R POSTMARK DATE R 11 P II 99R COUNTY IIMRFRI ANn DATE OF DEATH REMARKS JEAN ELI ZABETH BALL C/O ROBERT C SAIDIS ESQ SEA~HECK# 1023 - ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES OEPT280601 HARRISBURG, PA li'l28.0601 RECEIVED FROM: I' ROBERT C SAIDIS ESQ 26 WEST HIGH STREET CARLISLE, PA 17013 FOlOHEAE (MI) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ,~'Jt-~ ~ NO. AA 296538 REV'''62 EX 1"96) ACN ASSESSMENT CONTROL NUMBER AMOUNT '01 <t?l.J.t.Q ~7 .f fOLOHERE -. .~ ~ TOTAL AMOUNT PAID $7,469.87 RECEIVED BY REGISTEf1 OF WiLLS 1""- - - - - --- - - -~ - -"._- -. --- -.- --.- __.-1-.."<___ .--- --~ ~_.. , n____________________ .._~ ~-_---...;_--....."...,...JI. ~,,-4~. ':- :.-:-'-~ IS:J03.-~ BUREAU Of INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 11128.0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE (/ NOTICE Of INHERITANCE TAX APPRAISEHENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ROBERT C SAlOIS SAlOIS SHUFF AND 26 W HIGH ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-05-1998 WALKER 07-20-1997 21 97-0767 CUMBER LAND 101 AMount R...Ht.d MASLAN PA 17013 *' ..,.1141U'" ,"-", WILLIAM F 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 ... 'REv=is4i-EiCAFP-fiiii=9'rniiificE--O,,-YtiHEifiTANCE-TAX-iipPRiiisEHiNr,--AU-OWANCE-OR'----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WALKER WILLIAM F FILE NO. 21 97-0767 ACN 101 DATE 10-05-1998 If an assessment was issued previously, lines 14, 15 and/or 1&. 17 and 18 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 at Spousal rate (15) 16. "aunt of Line 14 t.xable at Lin..l/Class A rat. (16) 17. "aunt of line 14 taxable at Collateral/Class Brat. (17) 18. Principal rax Due TAX RETURN WAS: I X I ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: SUPPLEMENTAL RETURN 1. R_I Estate (Schedul. Al III 2. Stocks and Bonds (Schedule BI (21 3. Closely Held stock/Partnership Interest (Schedule C) (3) 4. Hortgages/Hotes Recelvable (Schedule 0) (4) 5. Cash/Bank Deposits/Misc. Parsonal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule f) (61 7. Transfers (Schedule G) (7) 8. Total Assets ) CHANGED NO. 01 126.000.00 .00 .00 .00 .00 .00 .00 (81 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Cheritable/Govern.ental Bequests; Non-elected 9113 Trusts 14. Net Value of Est.te Subject to Tax (9) (101 15.131. 22 367.85 Ul) (121 U3J (14) (Schedule J) NOTE: .00 X .00= 282,269.14 X .06= .00 X .15= lIBI TAX CREDITS: PAYHENT DATE 10-17-1997 04-17-1998 08-12-1998 DISCOUNT 1+1 INTEREST/PEN PAID (-) 263.16 .00 204.43- AHOUNT PAID 5.000.00 4,412.93 7,469.87 RECEIPT NUHBER AA242348 AA269971 AA296538 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE; To inSlu.-. proper credit to your account, submit the upper portion of this fora with your tax payttent. 126.000.00 11;.4QQ 07 110,500.93 .00 282.269.14 .00 16.936.15 .00 16,936.15 16,941.53 5.38CR .00 5.38CR . If PAID AFTER DATE INDICATED. SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. 1 IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" (CRI. YOU HAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS. I RESERVATION: PURPOSE Of MOTlCE: PAVHEHT: 'I', )" . ,~ j I I ' ., :i l ~! ~:. CLlI E.t.t.. of .......t. dying on or b.for. ..c....r 12, 1..2 .- If .ny futuro Int.r..t In tho ..t.t. I. tron.f.rred In po.....lon or onJDysont to CI... I (coll.t.r.ll b.n.flcl.rl.. of tho d.c.dont .ft.r tho ...Ir.tlon of ony ..t.t. for Ilf. or for y..r.. tho toooonW8.lth horobY ...r...IY r...rv.. tho rl.ht to ...r.I.. and ...... tr.n.f.r Inh.rltonc. T.... at the lawful Cia.. a (collateral) rate on anY such future int.rest. To fulfill the requir...nt. of Section 2140 of the Inheritanc. and Estate Tax Act, Act 21 of 1995. (12 P.S. Section 9140). ..toch tho to. portion of thl. HDtlc. .nd .ub.lt with your ..y..nt to tho R..I.t.r of Will. .rlnt.d on tho r.v.r.. .Id.. __.... cheCk or aoneY onlar payable to: REGISTER OF MILLS, AGENT REFUND (CRl: A r.f"'" of . t.. cr.dlt, which w.. not roqu..t.d on tho T.. R.turn, ..y b. roqu..t.d by c_l.tlng on .A..llc.tlon for Refund of pennsYlvania Inheritance and Estate lax~ (REV-1313). APplications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service ~rs for foras ordering: In Pennsylvania 1-800-362-2050, outside pennsylvania and within local Harrisburg arca (111) 187-8094, 100' (717) 772-2252 (Hearing tapaired Only). OIJECTlOHS: Any ..rty In Int.r..t not setl.fl.d with tho ...rols...nt, .U....nc. or dl..u...anc. of d.ductlon., or .......ont of tax (including discount or interest) us shown on this Notice aust Object within sixty (60) days of receipt of this Notice by: AIlHIH ISTRATlYE CORRECTlotlS: DISCOUNT: PENALTY: INTEREST: .-wdtt.n .rot..t to tho 'A o...rt..n' of R.v.nu.. ID.rd of A....I.. o..t. 2.1021. H.rrlsoor.. .A 1712.-1021. OR --election to have the _tt.r deter.ined at audit of the account of thcl personal representative, OR --ftPPGal to the OrphanS' Court. Factual errors discovered on this assesSllent should be addressed in writing to: PA Depart.ent of R.vanUA, Bureau of Individual Taxes, A1TN: Post Assess..nt Review Unit, Dept. 280601, HarriSburg, PA 17128-0601 PhOne (711) 787-6505. See page 5 of the booklet ~Instructions for Inheritanc. Tax Return for a Resident Decedent~ (REY-IS01) for an explanation of ao.inistrativelY correctable errors. If .ny t.. duo I. ..Id within thr.. (,, c.l.nd.r 'Dnth. .ft.r tho d.c.dont'. d..'h. . flv. ..rc.nt (5%) dl.count of tho tax paid is allowed. Tho 1~ tox oono.ty non-..rtlcl..tlon ..n.lty I. coo.ut.d on tho tDt.1 of tho t.. ond Int.r..t .......d. and not ..Id bofor. J.nu.ry ". ,.... tho flr.t d.y .ft.r tho .nd of tho t.. ..n..ty porlod. Thl. non-..rtlcl..tlon pon.lty I. .....I.bl. In tho .... ..nn.r .nd In tho tho .... tl.. ..rlod .. you would .....1 .ho ... .nd In..r..t that has been .ssessed as indicated on this notice. 'nt.r..t I. chor.ed b..lnnlng with flr.t d.y of d.llnouoncy. or nino (., .onths .nd ono (II d.y froo tho dot. of doath. to tho dot. of .ay..n.. To". which ..ca.. d.lInou.n. b.for. January 1. ".2 ...r Int.r..t at .ho ro.. of six (6:() percent per ~ calculated at II daily rate of .000164. All taxes which bac". delinquent on and after Jenuary 1, 1982 will bear interest at a rete which will very fr~ calendar year to calendar year with that rate ~ed by the PA Depart.ent of Rovanue. The applicable interest rates for 19&2 through 1998 a~a: ~ tnterest RBte DallY Interest Fector :!!!r IntarGst Rate DJ.ll1y Interest Factor 1982 20~ .000548 1987 'Z .000247 1983 16" .000438 1988-1991 11:( .000301 ,." 11" .000301 199' 9" .OOOZ47 1985 131. . 0003~ 1993-1994 n .000192 1986 107- .000274 1995-1998 9" .000247 --Intorest is calcull!lted as follow': INTEREST = BALANCE OF TAX UNPAID X NUMBER DF OAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becoaes delinquent will reflect an interest calculation to fifteen (15) days beyond the data of the .ssessnnt. If payaent is ..d" after the interest co.putation detG shown on the Notice, additional inter.st aust be calculated. IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY. PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: William F. Walker Date of Death: July 20, 1997 will No. 2197-Ga- .11 oOllJ>l 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: complete: 1. Yes State X . -' whether No administration the is of estate 2. representative complete: If the answer is No, state when the personal reasonably believes that the administration will be 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 -K-- 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 -K--; No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: /o-/y- '7 ~ _/--/n~) / ~- Signature ./ C") 1;'-:1 Name: Robert C. Saidis, Esquire I.D. No. 21458 SAIDIS, SHUFF & MASLAND 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 r.~ c__ ,- c.....J Capacity: Personal Representative ~ :5 X Counsel for Personal Representative ~:) .~. cc...... .: i-: .::;::; (" .. ~~. C:J 9'