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Home My WebLink About97-00794 011-1 '191.,tYlfP.!' . TRAVELERS CASUALTY AND SURETY COMPANY OF AMERICA Hartford, ColUtocticul 'l'h0111/19 J. Sterling KNOW ALL MEN BY TIIESE PRESENTS, that we~__.__._______-'-____.__._.______ 1452 N. Ave, 57, Los _Ang"~"H, ~J\ 9(K~~___ BlId TIlA VELHlIS CASUALTY AND SURETY COMPANY 01' AMERICA Ble firmly pound unto the COllunonwelllth of I'ennsylvanlll, In the SU111 ofl"lft"ol~_.:I'.~I:~qan~_~_~~~~___.. 00/100---------------------------.---- ($11,000.00 1 ' ----__.._________.___....._.___.......__... ' ) dollars, lawful 111onr'y to '" paId to the said COlTunollw~ulthl to which payment welL Lind truLy to bn mado, we do bind ounH!lv(~H and each of us, for and in tl", whole. our and each of our he i r s , executors and administrators. joinoly and severally by these presents. Sealed with OUr seales and dated thl! ]Oth day of September , 19 97 TilE CONDrTlON OF TilE ABOVE Thomas J. Sterling OBl.lGATlON [S StlCII that if th" above bounden administrator of all and singUlar the goods, chattels and credits of __.Il11llliLJ'..,...!1.'A~ou.inQ.__._._____.____.___._dec('ased, do make, or cause to be made, a true and perfect inventory of all and singular the goods, chattels and credits of the said rleceased, which have or shall com" into the hands, possession or knowledge of Thomas J. Sterling the said administrator ------~-.-...-_._----_._-~--~-._-_.._--~_. or Into the hands or possession of any other person or persons, for __--11im __.____and the said so made, do exhibit or calise to "e exhibited In the Register's Office, In the County of Cumberland within thirty days from the date hereof, and the same goods, chattels and credits, and all other goods, chattels and credits of the said deceased, at the time of _~ler ___death which at any other time after shall come into the hands or possession of the said Thomas J. Sterling or into the hands or possession of any other person ---- or persons, for h 1111 , do well and truly administer according to law, and further do make, to be made, just and account of his adminis- or cause a true tration, within one year from the date hereof, or when thereunto legally required, and all the rcst and residue of the said goods, chattels and credits which shall be found remaining upon the said administration accounts, the same being first examined and allowed by the Orphans' Court of the County having jurisdiction, shall deliver and pay unto such person or persons as the said Orphans' Court by their decree or sentence pursuant to law, shall limit and appoint, and shall well and truly c0111ply with the 101.'9 of this Commonwealth relating to collateral inheritances, and if it shall hereafter appear that any last will and testament was made by the said deceased, the same sball be proved according to law, if the said administrator being thereunto reqnired, do surrender the said letters of administration into the Register's Office aforesaid, then this Obligation to in full force. ~iF}1~_ Witness -,- '-, .,/ -.-/Ntl/I( , i( Thomas J. 'terl i ng be void, / .X;:'I(' otherwise to remain .Jf'_ TRAVELERS CASUALTY ANO SURETY COMPANY OF AMERICA -~ ta.~~ /~,-------. :cif '., ~ - C-dA /f'01'~-""~ " .. '-.:'t""'~/:';..7r.._ Attornev"l n..fe'ct Cotherlne L. lIoml1ton Witness Nancy Karns Ih';!47.DJ 10.(11I CAT lUflOfl PRINTED IN US,A TI(A Vl:l.lmS CASI/ALT\' M,1l SlIJ<l:T\' COMI'AN\' OF AMEIUCA 1I.'1ful'd, CUllllcc!icul 06IH.I-90Gl POWER OF ATTORNEY AND CERTIFICATE or AUTlIOHITY or ATTORNEY(S)-IN-FACT KNOW ALL MEN BY TIlESE PRESENTS, TIlAT lHAV[lERS CASUALTY AND SURETY COMPANY OF AMERICA, a corporation duly organl~cd under the laws of the State of Connecticut, and having Its prlnclplll oHlce In the City of Hartford, County of Hartford, State of Connecticut, halh made, constituted and appointed, and does by these presents make, constitute and appoint Milton 0, Lylle, Ronald C, KlnlOY, Mark E, Flrlnl, Haywood L. Willis, Jr" Tim C, Hoagllnd, Dlnl S, Lelch, JI'Ie Selner, Dorothy E, Oradley, AIII.on A, Duplak, Nancy C, Klrn., Catherine L. Itamllton, Slndrl L, Reidinger, ChrlsUne L. Dlylor or Thomas R. Iterendeen . . of, King of Pruula-Mechlnlcsburg, PA, Its true and lawful Atlomey(s)-In-Fact, with full power and authority hereby conferred te sign, execute and aCknewledge, at any place within the United States, er, If the following line be filled In, within the area thero designated , the fOllowing Instrument(s): ' bY), his/her sole Signature and act, any and all bonds, recognl~ances, contracts of Indemnity, and other writings ebligatory In th", nature of a bond, recognl~ance, or conditional undertaking and any and all consents Incident thereto and to bind TRAVELERS CASUALTY AND SURETY COMPANY OF AMERICA, thereby as fully and to tho samo extent as If the same wero signed by the duly authorl~ed officers of TRAVELERS CASUALTY AND SURETY COMPANY OF AMERICA, and all the acts of said Attorney(sHn..fact, pursuant to the authority heroin given, are hereby ratlflod and conflrmod. This appointment Is made under and by autllolity of the following Standing Resolutions of said Company, which Resolutions are now In full force and effect: VOTED: That each of the following ofncers: Chalmnan, Vice Chalmnan, President, Any Executive Vice President, Any Group Executive, Any Senior Vice President, Any Vice President, Any Assistant Vice President, Any Secretary, Any Assistant Secretary, may from lime to time appoint Resident Vice Presidents, Resident Assistant Secretaries, Atlomeys-In- Fact, and Agents to act for and on behal! of the Company and may give any such appointee such authority as his certificate of authority may prescribe to sign with the Company's name and seal wllh the Company's seal bonds, recognl~ances, contracts of Indemnity, and other writings obligatory In the nature of a bond, recognl~ance, or conditional undertaking, and any of said officers or the Board of Directors may at any time remove any such appointee and rel'oke the power and authOrity given him or her. VOTED: That any bond, recognl~ance, contract of Indemnity, or writing obtigatory In the nature of a bond, recognl~ance, or conditional undertaking shall be valid and binding upon the Company when (a) signed by the Chalmnan, the Vice Chairman, the President, an executive Vice President, a Group executive, a Senior Vice President, a Vice President, an Assistant Vice President or by a Resident Vice President, pursuant to the power prescribed In the certificate of authority of such Resident Vice President, and duly attested and sealed with the Company's seal by a Seeretary or Assistant Secretary or by a Resident Assistant Secretary, pursuant to the power prescribed In the certificate of authority of such Resident Assistant Secretary; or (b) duly executed (under seal, If required) by one or more Attorneys-In-Fact pursuant to the power prescribed In his or their certificate or certificates of authority, This Power of Attorney and Certificate of Authority Is signed and sealed by facsimile under and by authority of the following Standing Resolution voted by the Board of Directors of TRAVELERS CASUALTY AND ~URETY cqMPANY OF AMGRICA, which Resolution Is now In full force and effect: VOTED: That the signature of each of the following officers: Chalmnan, Vice Chairman, President, Any executive Vice President, Any Group Executive, Any Senior Vicc President, Any Vice President, Any Assistant Vice President, Any Secretary, Any Assistant Secretary, and the seal of the Company may be affixed by far.simlle to any power of attomey or to any certificate relating thereto appointing Resident Vlee Presidents, Resident Assistant Secretaries or Attomeys-In-Fact for purposes only of executing and atlesting bonds and undertakings and ether writings obligatory In the nature thereof, and any such power of attorney or certificate bearing such facsimile signature or facsimile seal shall be valid and binding upon the Company and any such power so executed and certified by such facsimile signature and far.simlle seal shall be valid and binding upon the Company In the future with respect to any bond or undertaking to which It Is attached, (OVO') T1(AVI:I.I:HS CASI/AI.T\' ANU SlIIU:T\' COMI'MH' 01; AMERICA /I.rH"...I, C""",'rli<'ul 0618J.90<.1 POWER or ATTORNEY AND CERT'lnCAT12 or AUTIIOHI1Y OF ATTOHNEY(S)-IN-FACT KNOW ALL MEN BY TIIESE PHESENTS, TIlAT TRAVELERS CASUALlY AND SURETY COMPANY OF AMERICA, a corporation duly organl~ed under tho laws of the Slato of Connecticut, and haVing Its principal office In the City of Hartford, County of Hartford, State of Connecticut, hath made, constituted and appolntod, and does by these presents make, constitute and appoint Milton 0, Lytle, Ronald C, Klnloy, Mlrk E, rlrlnl, Ilaywood L Willis, Jr" Tim C. Ilolgland, Dlnl S. L.elch, Jlne Selner, Dorothy E. Orldley, Allllon A. Duplak, Nancy C, Korns, Cllherlne L lIamllton, SindI'I L. Reidinger, Christine L Olylor or Thomas R, Ilerendeen . . of, King of Pruula-Mechlnlcsburg, PA, Its true and lawful Atiomey(s)-In-ract, with full power and authority hereby conferred to sign, execute and aCknowledge, at any place within the United States, or, If tho following line be filled In, within the area there deSignated , the following Instrumont(s): . bY),hls/her sole signature and act, any and all bonds, recognl~ances, contracts of Indemnity, and other writings ebllgatory In th", nature of a bond, recognl~ance, or conditional undertaking and any and all consents Incident theroto and to bind TRAVELERS CASUALTY AND SURETY COMPANY OF AMERICA, thereby as fully and to the samo extent as If the same were signed by the duly authorized officers of TRAVELERS CASUALTY AND SURETY COMPANY OF AMERICA, and all the Bcts of said Attorney(s)-ln-Fact, pursuant to the authority hereIn given, are hereby ratified and confinned. This appointment Is made under and by authority of the following Standing Resolutions of said Company, which Resolutions are now In full force and effect: VOTED: That each of the fOllowing orficers: Chalmnan, Vice Chalmnan, President, Any Executive Vice President, Any Group Executive, Any Senior Vice President, Any Vice Presldont, Any Assistant Vice President, Any Secretary, Any Assistant Secretary, may from time to time appoint Resident Vice Presidents, Resident Assistant Secretaries, AUomeys.ln- Fact, and Agents to act for and en behalf of the Company and may give any such appointee such authority as his certificate of authOrity may prescribe to Sign with the Company's name and seal with the Company's seal bonds, recognl~ances, contracts ef Indemnity, and other writings obligatory In the nature of a bond, recognl~ance, or conditional undertaking, and any of said orficers or the Board of Directors may at any time remove any such appointee and revoke the power and authority given him or her, VOTED: That any bond, recognl~ance, contract of Indemnity, or writing obligatory In the nature of a bond, recognl~ance, er conditional undertaking shall be valid and binding upon the Company when (a) signed by the Chalmnan, the Vico Chairman, the President, an executive Vice President, a Group executive, a Senior Vice President, a ViC'.o President, an Assistant Vice President or by a Resident Vice President, pursuant to the powcr prescribed In the certificate of authority of such Resident Vice President, and duly aUested and sealed with the Company's seal by a Secretary or Assistant Secretary or by a Resident Assistant Secretary, pursuant to the power prescribed In the certificate of authority of such Resident Assistant Secretary; or (b) duly executed (under seal, If required) by one or more Attorneys-In-Fact pursuant to ttle power prescribed In his or their certlfiC'.ate or certificates of authority, This Power of Attorney and Certificate of Authority Is signed and sealed by facsimile under and by authority of the following Standing Resolution voted by the Board of Directors of TRAVELERS CASUALTY AND ~URETY cqMPANY OF AMERICA, which Resolution Is now In full force and effect: VOTED: That the signature of each of the following officers: Chairman, Vice Chalmnan, President, Any Executive Vice President, Any Group Executive, Any Senior Vice President, Any Vice President, Any Assistant Vice President, Any Secretary, Any Assistant Socretary, and the seal of the Company may be arfixed by facsimile to any power of attomey or to any certificate relating thereto appointing Resident Vice Presidents, Resident Assistant Secretaries or Attomeys-In-Fact for purposes only of executing and aUesting bonds and undertakings and other writings obligatory In the nature thereof. and any such power of attorney or certificate bearing such facsimile signature or facsimile SMI shall be valid and binding upon the Company and any such power so executed and certified by such facsimile signature and facsimile seal shall be valid an<1 binding upon the Company In the future with respoct to any bond or un<1ertaking to which It Is attached. (O\"flr) Inventory of the real and personal estate of "~L.l,N^ '['. n I ^GOS'['[ NO -.----...... _'__M_._ 1. Real Estilte -- No. 402 Mark".t Stn'C'\:, RorollClh of temoyne, Cumberl and County I I'unnsyl wtnla. IIppralfwd value 2. BOlIsehold Goods - Ilnpr,l i 8('r1 wIluu 3. Da.uphi.n De[XlSit l\lnk & 'I'rust ComPflny Checking ^ccounl: No. 27-04480-7 Datu of Death blllllnc(', phIS accruen int"n'8t 4, Dauphi n r:x!oosit Bank & 'l'nIRt Comnany Money ~lrket ^ccount No, 94-24872-9 Date of dei'lth balance', plus accrued inh1rest 5. Coins - date of death ValLI"! 6. $ 5.00 Canadian Currency 7. 48 - U.S. $2.00 Dollar Bills 8. 50 - U.S. - $2.00 Dollar BillR 9. Commonweal th of Pennsyl vanla - ] 996 Pr'Op8r.ty ~'ax Rebate T<1l'AL !~ '-~,J C' Ci,~j t- ~' ;n ,-.. Lj C)(i; deoeased I 65,000 00 925 00 3,872 86 2,55] lO 217 40 5 00 96 00 lOO 00 282 00 ~, 73,049 36 COMMONWBALTH OP PENNSYLVANIA COUNTY OP CUMBERLAND } HI Thanas .1. SterHng - beIng' duly _ sworn /Y) tI/ft.<:'_f..> /y 19 91" /'/A((( 'f II /1 -- a,~,J,~, 'l II "" ' , _ I?d~oR.Yt l.. III.(rSe.v _ IVdw" ~t!.t4., Iccordlnq to 'IW, d.pOIOS Ind nys thlt he is Administrator ~ o( tho Estat. o( _ElenaT. D'Agostino IlIe of ~r<?1.!.9h. of.~rroY!.1~.._..___ , Cumb.rllnd County, Pa" d.ctated and thll the withIn II an Inventory mad. by Thcroas J. Sterlinq , _ ___, the s.ld Admi.nistrator_ o( the Intir. .shte of Illd d.c.d.nt, consllllng of III th. p.rsonal propdrty Ind rool estate, exc.pt rOIl ..tot. outsld. th. Commonwealth o( P.nnsylvanla, and thlt th. fiquro. oppo.lt. OIch Item of th. Inventory represent It's fair vllue AI o( th. date o( dec.dent'. dOlth. . '-.._. !)i' , Swor.n 'to Ind subccrlb.d b.rore mo, (~r?........."" 1iJ~~-1 Ex culo . Adm'nltltll6r Thomas J. Sterling, Administrator 1452 North Avenue 57 f ,../;,/ / (. 'I (.i 'I' Los Angeles, CA 90042 Addrm r,-r~"~'!t''''''A' ~~N~ . 'I ~ " CXlMM. #ll*l62 I !i ~ NoIav IIIotIIIr.- CaItolrIo Dote o( D.~th IAN~COI.WlV -. April 1997 Montk Y.., INSTRUCTIONS ,. An Inv.ntory must b. (lI.d within three months Iffer Ippointm.nt o( personll r.prll.ntotlve. 2. A lupplement Inv.ntory must b. filed withIn thIrty dlY' or di.cov.ry o( .ddlflonlllls.". ), Addltlonal.h..h may be Ithched I. to porsonllty or realty 4, S.e Artlcl. IV, Flduclarl.1 Act o( 1949. '" 0 8 ~ Oft' 0 i ~ ~ ~ ~ .. ~ .. Ol: B . ~ ~ . .II ,.. 0 w d 0\ ~ ~ is g; .... LI. I "" .; ~ ! u. .... ~ 0 ... 0 . , > ~ 1: N " ~ . Z j " '" - ffi ~ ~ 0 0 .... .~ Z ... Q "'0 , ~ " l.!l . .. ~ ... ;: i 0 .. ! ..a ... . u e "0 0 0 .. . j " if ' 0 . U '" I>< "EY.l!!OOU'll~ll j,~! COMMON;"~VlVANIA CEPARTMENT Of REVENUE DEPT 2S00)1 RRIC RG PA 1 1 DECEuEW'S ~w.lE (\.ASl, FIRsr, AND MIOOlE INITIAL) us. I blal1k blOCk In M9ilrll wotdl ill I u REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT ",'\ fiLE HUMBER ) 9707 'l4 'Ie It IAAl f~ !z w fil o w c NO 1': \, I': N ^ DATE OF OE,(n~ 'I' D' ^ G 0 S T SOCIAL SECURiN ~1lJ,leER O^TEOf'PIRltt 'i I 1 0 I ] 'l] (i [TIllS RETURN MUST BE fiLED IN DUPUCATE WoH THE REGISTER OF WILLS , ' 1XI1. Original Relum 0 2, Supplomen"'l Rolurn 0 3 Remainder Relu"lI_ ."""''''.''1>02) o 4. L1miled Es"'le 0 4, Fulure InleroslCompromlse "..old......' 12,IH21 [I 5 Federal ESIaIe Tax RelUm Required [] 6 Decedenl Died TeSlale '''''''",,,,,o'W"'1 0 7, OecedenlMalnlalned' Living Tru,I(!""",,,,,o","", ~ 8 Tola' Numoo, 01 Salo 001'0511 Boxes o 9, L11~allon Proceeds Received 0 10, Spousal Poverty Credil ('''0'''''' ~~..n12,.MI ",,,.1.9" 0 11. EleeUon 10 tax under See 9113(Ali'""h s'" 01 THIS SF.CTION MUST BE COMPl.ETED, ALL CORRESPONDENCE AND CONFIDENlIAL TAX INFORMATION SHOULD BE DIRECTED TO: NMIE COf,tPLtfE~WllNO""DORESS Edmund G. MYEc'rs, Esq. 301 Mi'lrkl!t Stn.!(..t/ P. 0, Box]09 FIRM"''''' I"....'...., [""moync,/ P^ 1704.1-0]0<) .Johnson, Ouffie, Stewart & Wuidnl'r TELEPHONE NUI.tBER 717 76] -,4540 4 I 'i I I ') (I 7 2 0 7" 0 7" S :I 6 3 (IF APPliCABLE) SURV1VINO$flDUSE'S N.JJ~E (lAST, FIHST, ~OMIOOlE IMTl,l,L) SOCIAi.SfCURllV'IUMBER 1. Real EslalelSchedule A) (1) 6 5 I 0 o 0 0 0 2, Slocks and Bonds (Schedule B) (21 3, Closely Held Cor)1O/aUon,Partnership or Sole.Propnalorshlp 131 4, Mortgages & Noles Receivabla (Schedule 0) (4) 5, Cash, Bank Deposits & Miscellaneous Parsonal Property (5) 8 , 0 4 9 3 6 Z (Schadule E) r::.>. 0 0, Jointly OWned Property (Sch.dula F) (81 5 7. Inlor.Vlvos Transfars & Miscellaneous Non.Probate Property (7) E (Schedule G or L) 8 T 0111 Or... Am'. (Iolal Lines 1.7) (81 7 3 I o 4 9 .3 6 ~ 9, Funaral Expenses & Admlnl9traUva Costs (Schadule H) 19) 9 , 2 1 9 9 3 K! 10, DablS of Decedent, Mortgage L1abllltles, & Liens (Schedulo I) (10) 3 I R 2 7 9 2 11. T 0111 O.duc1lonl (Iolal Lines 9 & 10) (111 1 3 , 0 4 7 ,8 5 12, Ne' Value of Eltate (Line 8 minus Line 11) (12) 6 o , o 0 1 .5 1 13, Chanlable and Govemmenlal BequeslslSec 9113 Trusts forwhlch an elactlon to tax has nol baan (131 0 mada (ScI,edule J) ,- - 14, Net Valu. Sub]tctto Tn (Line 12 minus Line 13) 114) 6 o , o 0 1 .5 1 15, Amount of line 14laxabla o - Z altha spousaliax reta , I X ,0 (1,) ~ Sealnslructlons on ,aversa slda for applicable perceniaga 16, Amounlolllna14taxable ~I at6%,ale 6 0 I o 0 1 , 5 ] X ,06 (16) 3 ,6 0 o .0 9 17, Amount of Iina14 laxable al15% rala X ,15 (17) , - 0 0 18, Tlx Due (181 3 '6 0 o . 0 9 19. AODRESS 1 4 S 2 North ^ v"nuc, S 7 IDS ^nqe 1o's / C^ ')0042 ADDRESS 301 Mi'lrkl!t St. / p, 0, Box 109 [k,moyn" / P^ 17043-0] 09 DAHj/'i/r~ DATE '~/i1 (>& 'i , -~) ) Decedent'. Complete Address: STREET AOORESS 402 MFlrk( ,t Bl:r(!c't CITY II'moync' STATE PA ZIP 17043 Tax Payments and Credits: 1. Tax Due (Page 1 Line 16) 2, Crsdlls/Paymenls A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 3,600,09 3. Inter.sVPenaltylf applicable 0, Interest E,Penally Tolal Credits ( A + B + C ) (2) -0- TotallnteresVPenalty (0 + E) (3) -0- 4. II line 21s greater Ihan line 1 + line 3, enter the difference. This Is Ihe OVERPAYMENT, ChfCk box un Plgll Line 19to ,equllt IIlfund (4) 5. If line 1 + line 31s grealer than line 2, enler the difference. This Is the TAX DUE" (S) 3,600.09 A. Enterlhe Inlerest on the tax due. 1/5/98 - 3/15/98 (5A) 62,00 B. Enter the total of Line 5 + SA. This Is the BALANCE DUE, (5B) 3.662.09 Make Check P~l'aWe to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a, retain the use or Inoome of the property transferred; ""'"'''''''''''''''''''''''''''''''''''''''''''''''''''''' 0 IZl b, retain the right to designate who ehall use the property transferred pr Its Income: """""",," 0 G:J c. retain a reverRlonary Interest; or""""""""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,,,.,,,,,,,.,,,,,,, 0 IZl d. receive the promise for life of either payments, benefits or care? """""""""."""".""".""" 0 IZl 2, If death occurred on or before December 12,1982, did decedent within two years precedln9 death transfer property without recalvln9 adequate consideration? If death occurred after December 12,1982, did decedent transfer property within one year of death without receiving adequate oonslderatlon? ,.""""""."".".""."""..."""""""",........"..""""....,".."""",,, 0 ~ 3, Old decedent own an "In trust for" or payable upon death bank account or security at his or her death? """".."""..."....."""",,,,,,,,,,,,,,,,,,,,,..,,......,,,,,,,,,,,,,...."..""",,,.,,,,,,.,...,,,,.,,,..,0 G:J 4. Old decedent own an Individual retiremenl account, annuity, or other non-probate property?"" 0 IZl ~ :<r,r, 1'\' ,~I~ ""l"'''!;'' I \~'. .' " " \ tF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN 72 P,S, S9116 (a) (1,1) (I) 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 aftar July 1, 1994 and before January 1, 1995. 72 P,S, S9116 (a) (1,1) (Ii) provided for the reduction of the rate Imposed on the net value of tran6fers 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 0 transfer to a surviving Ipoule from tax, Ind the stltUtOry requirements for dlsclosura of assets and filing a tax return are stili applicable even If the surviving spouse Is the only beneficiary, FOR DATES OF DEATH ON OR AFTER JANUARY 1,1995 - Please answer the following question by placing an 'x'ln the appropriate spece. Old the decedent create I trust or 11m liar arrangement which 'I lotely for the aurvlvlng Ipoule'e beneflt for hla or her entire lifetime? Yee 0 No I!I If you answered yes to the above question, the tax on the trust or similar arrangement Is postponed untlt the death of the second spouse, at which time It will be fuliy taxable at the rate(s) applicable to the remainder benaficlary(les), Enter the value of the trust on Sohedule J, Part II, In order to remove It from the calculation of the tax due In this estate. You may wish to file Schedule 0 In order to make the election available under Section 9113. If the election Ie made, the tr ust or similar arrangement Is taxed In the estate of the first decedent spouse, the portion of the trust or similar arrangement which beneflls the surviving spouse Is taxed at the zero tax rate, and the remainder Is taxed at the rate(s) applicable to the remainder beneficlary(!es). If you choose to make the election, you must a"ach Schedule 0 to a timely-flied tax return, along with Schedule(s) K and/or M In order to show the apportionment of the trust or similar arrangement between the surviving spouse and the remainder beneficiary(les). .; , APPRAISAL perso!'aIPropel'!y.of E LEfJl-) '[LI2A_s.~_~llt!L-lILZ.ft ,tAL S 1'1 ,"o(fjljj./t:_'i!.fLu- Appraised b~~huc.k E, Bricker A~09~.:L.._..__ _____~~._____~__._...!!~.~k::c~~-<Z -, -- ITEM ____.__.________.~__. y~LUE__..._....___.--!-~E~___. ~_ V~LUE '3j!.f j.ll/,il!1, .-Sv L11::.~______.__ _aQI.~_ -~-.---_. ~._----- --- ..B. (jCj5.tf?.. ~ .__'__"_ --.LQ.cOJ ,~_..m.__._____...____._._ -- ..-.-- A S 5'/ '-_Jd~______~____ _~l!l... -..-.-------- -- Sl::cr, B bDK.C'-l:<'{'- ()O,-Co/!. .--------- -- ---~ ..2..5 T d:,lJtl5 __________ j 0 Lfli...____..___..____________.____ ---.- .../).1. /olE rff' s tfr __ J.J) , (;1- -- ----- c,A, !<..ocJLt(L_____~d!L 3fJc 118ttf ser .2S"P> S t:- fA.; /"14c. 6:' tlQ. ---- n Vi' 5PJ!-IJ ..iI, C1J ...s::.oL.tJII.. TV ,Il () d i! 1'11f.;!.tJ!.,. I~,I,) 31..<:' /'11fJtt! JNd ~f1, Sfr >>fJ (II> .J11 flU D E:S ~ 57J, ;0 elfle-.:! /( tJC/LdL Id /Ji) ~/lIdSM.. c/ttj /1<- IO,()!) hu- c:M/J/Er _ 10, t1b I-"'t D/J A ~X IS; 60 at'SF _ )..~. vo B~~U ~~d ~/IMtc 8[,/ _ IO,CiI R..uILeL 10,6<) ...2:_:51/-j'AJd.s ..('. /lu C'cd1L CUI!--['>f .')'1) 66 .3.l.c I?b) I!. 11 ,,<} () I~ /6 tJ,tJo I1/tfU cllt-sr 50. oil DRL,8tt! ,3Ua . ~DC~6~ ~~o ,c, rtj JJJ 5: to As:sr, DISI<~Ubrs-lA-JJS to,oo -- I __ __ . 'P ~~ 17JTi1t-. -'1UJ! }t)1.SjfJ.- . ~~~~u.,+t, A. A;V 0 tl'-\ - L- Carlisle, PA 17013-3387 FROM JOHNSON, DUFFIE, STEWART' WEIDNER AttorneYll at Law P,O, Box 109 LEMOYNE, PA 1704~ Register of Wills Office Cumberland County Courthouse 1 Courthouse Square TO SUBJECT: FOLD + Estate of Elena T. D'Agostino No. 21-97-0794 DATli: 3/17/98 Enclosed for filing in the above-captioned Estate are the following: 1. Original Inventory. 2. Original and copy of Inheritance Tax Return. 3. Check in the amount of $25.00, filing charges. 4. Check in the amount of $3,663.09, Inheritance Tax plus interest. PLEASE REPLV TO ~ SIGNED Edmund G. Myers csh REPLY DATE: SIGNED Floorder Ilam 'F270 Graymc, P,O. Oox 2944. Hmllorcl, ea 061(>4-2944 "'I'OI,I982,P","""'oll,8A THIS COpy FOil PEm\ON ADDRESSED -" /! ) 'n) t'l:() /, L-' COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE '* , ,-,'l BUReAU OF INDIVIDUAL TAMes IHlIEMITAHtE TAK DIYISION DEPT, ze060 I HARR1SBURO, PA ~111'~0601 NOTICE OF INHERITANCE TAM APPRAISEMENT, ALLOWANCE OR alSALLOWANCE OF aEDUCTIONS AND ASsESSNENT Of TAK .n.II4,..mm.m 06-08-98 DAGOSTINO 04-05-97 21 97-0794 CUMBERLAND 101 C::;:-~A~9unt RI~1tt.d _ :=] ~ /..1' .J MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ R!TAIN LOWER PORTION FOR YOUR RECORDS .... REV: iS4'-EiCAi:ji -c09-:9'ri-iicif icn:ip -YNHERiTANci-fAx -iipjifiJiisiiitiii'r; -ALLOWANCi-cill---- ____u_ - --- -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ELENA T FILE NO. 21 97-0794 ACN 101 EDMUND G MYERS 301 MARKET 5T PO BOX 109 LEMOYNE E5Q DATI! I!STATI! OF DATI! OF DEATH FILl! NUMBER COUNiY ACN EL ENA T PA 17043 DATI! 06-08-98 I!STATI! OF DAGOS1'INO I ) CHANGED TAM RETURN WAS. I X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVI!RSE APPRAISI!D VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..l E.t.t. (Sch.dul. A) 2. stoek. end Bond. (Sch.dul. 8) 3. Clo..ly Held Stock/Plrtn.rlhlp Int.r..t (Sch.dul. C) 4. Hortgages/Nota. Receivable (Sohedule D) 6. c..h/8ank Deposits/Hlle. Parlonal Property (Sohedule E) 6, JointlY own.d Prop.rty (Sch.dul. F) 7, Tren.f.r. (Sch.dul. G) e, Total A.lat. NOTE I To tnlura proper oredit to your acoount, lubmlt the upper portion of thl. for~ with your tax pay.ant. 65,000,00 .00 ,00 .00 8,049.36 ,00 .00 (e) U) (2) (3) (4) (5) (6) (7l 73,049.36 (9) UO) 9,219.93 3,827.92 Ul ) (2) (3) (4) 13.047 RS 60,001. 51 .00 60,001,51 APPROVED DEDUCTIONS AND EXEMPTIONS: 9, Funeral E~p.n.../Adll. costa/Hisc. Expenses (Schedul. Hl 10, D.bt./Kortgag. Liabiliti../LI.n. lSch.dul. I) 11, Tptal Deduotion. 12. Net V.lue of Tax Return 13. Charitable/GovernMental Bequests; Non-elected 9113 Tru.ts (Schedul. J) 14. N.t V.lue of Est.t. Subject to Tax If an assessment was issued previouslY, lines 14, 15 and/or 16, 17 end lB will reflect figures that include the total of ill. returns essessed to dete. ASSESSMI!NT OF TAX: IS. AMount of Lin. 14 It Spou..l rat. (15) 16. AMount of Lin. 14 t..abla at Lin.al/Cl... A rlt. (16) 17, AMount of Lin. 14 t.,abl. .t Collatlral/Cl... a r.t. (17) 18. Prlnolp.l Tax Oue TAX CREDITS I PAYNENT DAlE 03-17-98 NOTE: ,00 60,001. 51 .00 M ,00. M ,06. M .15.- ue) .00 3,600,09 ,00 3,600.09 RECEIPT NUHBER AA269861 DISCOUNT It) INTEREST/PEN PAID 1-) 62.00- 3,662,09 ANOUNT PAID BALANCE OF UNPAID INTEREST/PENALTY AS OF 03-18-98 TOTAL TAX CRI!DIT BALANCE OF TAX DUE INTEREST AND PI!N. TOTAL DUE 3,600,09 ,00 -- 1.13 1.13 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. lAW 0l'I'ICE5 . JOHNSON. DUFFIE, STEWART to WEIDNER 301 MARKET STREET P. 0, BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 '"0,...." /<;;',1111(,),"" , f '.I~', '.1 '.' li"n r' 1"'1, i'~ k" t--.-I? .1'_';-' \.. /~J~_\t, ........OK. .... ......-._~---...~........,,"~, ...-.......-... _ . ...._..;n_..':_"_"',,_',_~..,.._ --~_...~~--~"'_...:...,~- r 00 pue, <) ~',:'!" 'una "'~/a REGISTER OF WILLS OFWICE CUMBERLAND COUNTY COURTHOUSE l'COURTHOUSE SQUARB CARLISLE PA 17013-3387 lP: lIV S I Nnr 96. rill',\ ' 10 ""; ')"'>i"!fJ~t:J i liJOJO09t:J 171iH3}33U U 1,1,111",11I, "" ,III, II", 1I",II..II.I"ltllI"",.III",1I /L- "/1' -I' .",,"~ .~ BUREAU Of INDIVIDUAL ...iERU.He.: tAM IUYISIUt4 bU", 110601 UAMR.~.I.lRG, "A t1Uft.O&OI TAMES COMMONWEALTH OFPENNSVLVANIA DEPARTMENT OF REVENUE I (- NOTICE Of INHERITANCE TAM APPRAISE"ENT, AllOWANCE OR DISAllDWANCE DF DEDUCTIONS ANa ASSESS"ENT Of TAM 06-08-98 DAGOS TI NO 04-05-97 21 97-0794 CUMBEIlLAND 101 ["' ----~.A.o_~=~jlt.d=~=_j MAKE CHECK PAVABLE AND REMIT PAVMENT TOl REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ ii'EY:isi;j-Ex-"pj:i-ioF97rNoi"icE""oF-i:"NHEififAiicE-TA'n'PPRA"isEHEN'r;-,H,DiwANcE-oli-----m--m_m DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ElENA T FILE NO. 21 97-0794 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN EDMUND G MVERS ESQ 301 MARKET ST PO BOX 109 L EMOVNE PA 17043 ESTATE OF DAGOSTINO TAM RETURN WAS, (X) ACCEPTED AS fILED RESERVATION CONCERNING FUTURE INTEREST-SEE REVERSE APPRAISED VALUE OF RETURN BASED ONl ORIGINAL RETURN 1. Reel E.toto lSchodulo A) 2. Stock. ond Bond. lSchodule Bl 3. Clo.ely Nold Stcek/Pertnerohip Inhre.t (Sehodulo C) 4, "ortgeg../Note. Recei.oble (Schedul. D) S. C..h/Bank Depoaita/Hi.c. Per.onal Property (Schedule E) 6, Jcintly Owned Prcperty lSehedule f) 7. Transfers (Schedule Q) 8. Total Assat. APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Funeral Expan.../AdM. Costa/Hi_c. F.xpan..s (Schedul. H) 10, lIIbt.l"crtgege liobilitie./lien. lSohedule I) 11, Tetol lIIduction. 12. Nat V.lue of Tax R.turn 13. Charitable/GovernMent.l Bequests; Non-elected 9113 Trult. 14, NIt Volue ef Eot.t. Subject tc To. NOTE I RECEIPT NUltBER AA269861 DISCOUNT 1+) INTEREST/PEN PAID I') 62.00- 111 (2) (31 (4) (5) lDl (71 (9) 110) I CHANGED 65,000.00 .00 .00 ,00 8,049.36 ,Q.!!. .00 (el 9,219.93 3,827.92 111) (2) (3) 114) lSchedulo J) .00 M'OO: 60,001.51 M .06: .00 M .15: (leI A"OUNT PAla 3,662,09 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE If an ........nt was i..ued pr.viously, lin.. 14, IS and/or 16, 17 and 18 will r.fl.ct figur.. that includ. the total of Ab1 returns asse...d to date. ASSESSMENT OF TAXI 15, A.cunt cf line 14 et Spou.el r.t. (15) 16. A.ount cf line 14 tl.lbl. ot lineel/Cle.. A rete (16) 17, A..unt cf line 14 te.eble et Ccl1ot.rll/Clo.. B r.t. (171 la, Princlpol Te. au. TAX CREDITS I PAV"ENT DATE 03-17-98 BALANCE OF UNPAID INTEREST/PENALTV AS OF 03-18-98 * ItW-I'~1 u." IIt."1 ElENA T DATE 06'OR-98 HOTE: To in.ure proper credit to your ecoount, .ub~it the upper purtion of this forM with your tax pay...nt, 73,049.36 B.a47 R~ 60,001.51 .00 60,001. 51 .00 3,600,09 ,00 3,600:09- 3,600,09 .00 ------ 1.13 -_.__..~~~._-~ 1.13 . If PAID AfTER DATE INDICATEa. SEE REVERSE FOR CALCULATION Of ADDITIONAL INTEREST, If TOTAL DUE IS LESS THAN .1, NO PAV"ENT IS REQUIRED, If TOTAL DUE IS REflECTEa AS A "CREan" lCR), YOU "AV BE DUE A REFUND, SEE REVERSE SIDE af THIS fOR" fOR INSTRUCTIONS,I RESERVATION I PURPOSE Of NOTICEI PAVHEMT I REFlMO (CRJ I biJECTIONS 1 ADIt'N ISTRATtVE CORRECTIONSI DISCOUHTl PENAL TV: INTEREST I i~ t'f , ~ !;:; ~. :nil? (1) ('i In f'"j C! .~ Cl rrl _:-_.\ ..tot.. of dooadon" .,Inu on or boforo Doooobar IZ, 10ez -. If .n, futuro lntor..t In ~ ..tota ~~ tron'f:;r;~' in po....tion or anjo~.ant '0 Chu B (caUataral) baneficlaria. of tha dacadant IIft.r the .)(pir.t~ of INW ..t.ta for Ut. or for yur.. the Co_onlfaaUh her.by axpra..h ra..rl,lU the right to appraltle and ....n tr.n.f.r InhtlrltlmQa TalC" .t 'ha lawful CI... B (.:.ollahraU rat. on any luch future Intere.t. To fulfill the requlr...nts of Section Z14t'l of the Inheritance dnd tltate Tax Act, Act 1,1 of 1995. (72 P.S, Sect Ion 91..0). Oataoh the top portion of thh Notice and .ub.it with your p.y.ent to the R.glstel' of Wills prlntltd on the r.yar.. ,Ide. --"eke check or eoney ord.r p.y.bl~ tOI REGISTER OF MILLS, AGENT A retund of a talC credit, which Willi not r'QUluted on tho 1a~< Return, ..y be raque.ted by co.pl.Ung IlIfI "Applio.tion for R.fund of Pam.yl....nl. lnharltllnce .nd E.tate Takn (REV-UU). Appllolltlons a"e ."'all.blv at the Offioe of the Re"hhr of Wills, anY of the Zl R.yenue Dhtrlct Offlo.s. or by c81ling the .p.clQI ?'4-i'!our an.werlng aer...lc, nuab.r. for for.1 ord.rlnyl In P.nnlylvanla 1~800.162.2050, out. ide P.nnsyI",anl. and within lout Harrisburg arua (717) 787-8094, TDD' (717) HZ-U5Z (Hearing lap. Ired Onh), Any party In Intflrut not leUsfhld with the .pprahfl..nt. "Uowenc. or dls.lIowanc. Df deductions. or ........nt of ta).: (loolOOlng dlsoount or Int.relt) .. .hown on this Notlc. .Ult object within .iKh (60.1 days of raoelpt of this Notlca bYl ~-wrltten prote.t to the PA Depart..nt of R.....nu., Board of Appeals. Oept. 281021, tlarrlsburg, PA 17128"1011, OR --.I.otlon to h..... th. .attar d.teralned .t .ud! t of the Mcollnt of tho por.onal repr.sontaU",o, OR -.-app..1 to the Orphan.' Court. faotual error I dlsco....r.d on this a"o....nt .hould bo .ddr....d I" wrlUng to: PA Oepl!lrt..nt of R.....nUII, Bur..u of Indl...idual T.x.s, ATTNI po.t A....R..nt R....i.w Unit, Dopt. 280bOI. HarriSburg, PA 11128.0hOI Phon. (117) 187-b505. S.o ~."e 5 of the bookl.t "lnstruotlon. tor Inh.rltance Tax R.turn for a R.lident D.cadent" (REV"IS01) for an .xpl.natlon of .dlllnl.tr.tl....1Y corraotable errors, If any to'\( dUll II paid wUhin threll (l) calendar 1I0nth' aft.r the doc.dent'. de.th. a fI.... percent (5iO dhcount of the t.x p.ld I. al1owsd, The 15% blo< .."..ty non.partlolpatlon pen.lty Is oo~lltod on thll tobl of the taK and Inter..t .......d, and not paid before January 18. 1996, the fI.,.t day .ft.r thll .nd of tho hK a.nub p.rlod. This non'p.rtlolp.tl<m penaltY Ie .pp.alabl. In thll .... IUInn.r and In th" the .... ti.e per lad all you would app..1 the tax and Intar..t that h.s been .......d as Indlc.ted on this noUoe, Int.rest hi charged b.glnnlng with flr.t day Qf d.llnquency, or nine (IJ) .onths .nd one (1) day fro. the date of de.th, to the date of p'YII.nt, 1.K.' whieh beca.e dellnqullnt before J6nu.,'y I, 11J82 bear Int.re.t flt the rate of ,he (6%) poresnt per annUlI c:.lcuht.d at a dally rato of .000164, All taKes which baCHe d.lInqu.nt on and itft.r January 1, 19&2 wUt be.r Inter..t lit ft r.te whioh ~i11 ...ary fro. oalendar y.ar to oalendar yellr with that rato .nnol~oad by the PA Oopart..nt of R.....nu.. The applicable inter.st rat.s for 1981 through 1998 ar., '!!.!J: !.!.'tenlt Rat. !!!.llv lnternt factor X!!! lnt.re.t kato OaUy Intal,..t F.otor loez 20:< .000548 IIJ87 1Ji: .000247 1983 16% ,000438 I1J88~llJ1JI 11% .000:501 1984 11% .000lOI IlJCJ2 9% .000247 1985 15% ,000156 19f,13-11J1J4 7i: ,,00011J? 1'&6 10% .OaOl74 IlJIJSwl91J8 IJ% ,000147 M~lnt're.t Is caloulat.d oa folloWl1 INTEREST ~ BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR .-Any Notice luuad .fter the tax baco", delinquent will refl.ct 9n inter..t clllculation to fift"," OS) dllY' ba~ond the date of the ........nt, If pay..nt 11; .aoo tlft.r the interest cOltputatlon d.t. thown on the NoUc., _ckUtlonal Int..,..,t .u.t be oftloul.tad,