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HomeMy WebLinkAbout97-00975 j ! I I I I PETI1'ION .'OR PROBATE and GRANT 0.' U~TTERS /fIE'state of ,-"-"-'!lIl-"'-D.1X'.JI~JHer.___,._~.. No, -.3.J..':.'j~CJ!l-!la_.._ .J/ also known as ..J!.'!.'Lf.L..lhli8eL.~______ To: .----.--'.-'m.._._...____m..~..,..,_ Register 01' Will,s for the ---.--.-'---...-.-,~'..'-_4 Deceased, County 01' .!illlll!i.JLunnd In the Social Security No, ...l1l2=_10."J'l/i.'i.........__.. Commonwealth of Pennsylvania The pelltlon of lhe undersigned respeclfully represelllS thai: Your pelltloller(s), who is/ure 18 yellrs of uge or older 1I111he execulrix-_p, .._.'_'_._______. named In the lasl will of lhe ubove decedellt, d91ed .<>.('t~llcrJZ-'-1'l.lJJ____...___._7--, 19_ and codlcll(s) dal,ed .~-.f1!_Jl:ld ,J,.N1h'-f,,-y.);.2fl"'(JL.LL=_h.LL' <' .....J...h.i1.l.(~._ J.0:lL,..dL,....d--.t-'-4.,...j.i'jj,L_..2.~.~I,'l;l.._....__~____. ~..~----_.._"._---..-_..-...,.._----,..._.._-... - --"---.~..--..- .- ..--------....- ._----_._..._-~.~._--~- ----.----...-.----,.",..----.~,._.___~__...__.____m.._'_'_~, ...._____...._._..._____........___...___.____.___..__ hi all' rt.'ll'vIIIlI cirCIlIllSllIl1t'C_~, C.M. rl'lltllldilll01l, dClIlh uf cxr.ctllor, etc,) Decedenl 11'11' domiciled lit dl'lIlh in -,Cwnhe.rllllliL.....__..__._.._._._, Counly, Pennsylvania, wilh hi R _Iasl family or prlnciplll rcsidence at ...&~~iah-\lillnga.,_LOD,_Mt All pn nri uP, Mec hanic s II \lliL..ClIlw,e r Alll'..Q,..I\;'n., L"...rA....lll)~~.. Olst !itl'l~('l, numh!'!", TW(l, (II' 1101'0,1 Decedcnt, thl'n ..._,..,89..,_ Yl'ars of lIge, dil'd ...-..-,JJ.ac.emnar....5+---_, ,19-9.L_. at _Messiah Vi llUOlll._.___..__..,___....___, , Except as follow" decedenl did nol marry, was nOl divorced llnd did not bllve a child born or adopted after execullon of the will offered for probale; was nollhc viclim of a killing and was never adjudicated Incompetenl: ll!'~~_ _ ___~_"h___,__,_,___.. Decedel1l al dealh owned propcrty with c,Slil1l1l1ed VII lues us follows: (If domiciled In I'a,) All personal property (If not domiciled In Pa,) Personal properly in Pennsylvllnin (If nol domlcllcd in Pll,) Personal propeny in COUlIly Value of real estate In Pcnnsylvllnia sltullted as follows: _.lIilll~_._.._._ $. 144.1it.6....00 $ $.. $ ----~--------- WHEREFORE, petllloner(,) respcclfully rcqucst(s) lhe probate of tbe IllSl will and codlcll(s) presented herewith 1111l11he gral1l of ICllers_,_..testnmentary (1"'8"""'8IY; mnrinmratiorn.~"1IlImiT<hITlltion~"_r theron, i L '~ . '" o:g l~ ';6CL,' l;'~ 30 a Iii ,#" 4...... (~<<-,(.iu "" ~-.! 1;/ X-z:; c'-fk I 'UC - t'LI. .~ cy..:..... , J2...s.A: ' .<:L_ ~F;;ZZ- -"---- -.--------- OATH 0.' PERSONAl, REPRESENTATIVE COMMONWEALTH 01<' PENNSYLVANIA }' !:IS COUNTY OF CWY1!3 ~ R,I.I\N D 1.5-.;:)./ g -.;:.'-.. The pelilloller(s) above.named swcar(s) or affirm(s) lhat the slalements In the foregoing pelitlon are true and correcl (0 the be", of lhe knowlcdge llnd belief of pelltloner(s) and that as personal represen. tative(s) of lhe abovc deccdenl petllioncr(s) will welli/2-UIY l~dmlnlsleCe est:te acco!dlng to law, Sworn 10 or affirmed and subscribed 1 ~ ' .<-4- ~,,::~--=.<-.(A..( ,,, ~_. ~ b I' tb' (I T II d 1" / 00' e ore me 's __~,__.___. llY 0 ~ Df'-l'l; 1\'1j~.!:f\- 19 '11+-, '" "IYlCu..\., L'l-f {"~P'-hYt!~.(.t(J("IJpI~ ===:.-.--==-__--= I I Rellister ~ I'hi\ h \0 l'L'l'tif\' 111;11 thl'inllll"llldlio:l lit'll' givt'll h \.llllt't.t1.\' lil\llnlll(!!'11 ~\Il ,.>lI!~IIl,d '. l'l'Iilil ,Ill' ()l dc,lIh dllh. l\led willI Ill{' ,I', llll,:,d l{q:i~,r.u-.'Thl' migild ll'l'lilil,l!t' will Ill' l\tlw,lrdl,d (Ii dIe' SLIII' \'IL\\ lz"lllHb ( HIld' [lll 1ll'1I11~llll'll! [illl1l~' WARNING: It Is IlIcyal to dupllcato this copy by "llOlost,,1 or photO\lrllph, Nll, 11"'111I"",,; "i""i"~\' 1\ Of p/....c,cc .;"" ,~~ 1/'4'<1':; ~i'I,,"'~'~."', ~" '~1;:,)\ (.J, II. ..h~J · '.:. .~ . -"';' \, "h 'il: ''''il ~ .~/' ,.'..t!MfN1 ~\ ~\,... '-{N!/Iimll!!!!'-- , c,.-ocA/'C"-;.'/''''-' (}A>1/iot-' /i', I"""~'" U' h'l' fill' 1111\ L'l'niliull(, '<;/,(l(l I", ,il l{cgblt.!1 46B8087 DEe U (I 1997 [),I[(' COMMONWEALTH OF PENNSYLVANIA' OEPARTMENT OF HEALTH' YITAL RECOROS CERTIFICATE OF DEATH NAMEOftl~CEnEUlir".1 ~t.,kl'" 1,"11 .._~--~-~--~ I, Ben Huifier AQE~:i;;I~ u',jfiEfllv[";rr-' --illi[ii:"ii\flAY-1--ilMi;()fiiliiTil~-~liiilitiPI;Ct, I;" 1- i,lo',iilt--r 6;;." Hu,,'~ i ",.",,101 ,'I," (", ,"., ,1,1, ,j 'I" ,I 69 I.. -L~_ _____J___ _~t!:1:_~~08 J?~~dIKioilh,l~_ COlltHVOfOfAlf( CIIV.IlClf10. TWI' Of LJ[M'I I'ArJII11VNM"~ 1"1",1 ,..,','",""" u.." ,,,, .1" HlAl, fllf ~I\I~'UU~ ';:~-~~----~. ~m~_~~-(~~Y~~~~l- __;~~;- -- i(;I\:j:lij1.;fiii~itll':I;"-':'~'~ --::I,~ I~~"!, '~. :~:'." !~':~L I"I'.I'~"I I I flliO"II'~h'I"! [ I nOA I ) !!-~-_... .. ,II'"'''''''' DA:iiiOi:-ou.iii(~i~~,~)-'-' (lee ,5 JJ297 f1u~"lUI1" ( ~i~I:~"'III- ) Cumberland Co, Upper All",. '1\;1', f!CJssiah Vi !Jog" .!L DEGTii~,;if'SUSUAlOCClif'AfIOU 1- ~1~j{)Ofllll~lr4RilIIN[1lhfAV I~riitCfOT;-iTiVfiii;.tu-O[T[[iETii-51 (lUCAfI(Jt, -1\1~,:;,-~~,:j~r^~'-'--;-I~,;:-,;-;j':;~~I" I - - U5 ~fIMfOF('f1CIHJ ll~'l '11.,1 I'i'll~ 'l'~I.!.1L. III~"ll"l\Ihl~ '~II~)I,.,..,."I""II I I ,hi fIQ"'~nl~"I15,,~,''',flll C,)IIU~oI ~erg}~lld_~____._______. !.lL~'~~igi_Ol!L- _____ I~ '~1 :1:_" _ ~ _1'\1' ,B_ III "IJ OfCEPUII'5"'AI1IIIOA[)0f1UH;I~I"" I,T" ,,''''I,'.f,1 ~~~r'~IEtHS 111~~-PennHylvanid 1"1 11G! 100 t<lt. ^ 11811 Dr. Hl',lIll1l\ I <I" ",1,,"1 , ". '''"'''' It ~lech(micsburg, PA 170SI) , , Jt CUII\.tx't ltllld "I~"" 1'1 lId I I ~::":~;~'"I':,~\':,:'.:,~~l"l r~1IifA~.IIAIJi'~'~'-1-,:,~,7;;,,~;:;,-- ~----------- -- _~L___ Mn(IIlf<";"AMlll'J"III-,,;i"",~.-,---- -~.-----~---- Peter ~'. lIeiser Ii IVd a. lIoffman MFc."fi~w~fS'i.i:~rr;T;~:G::ij'" ..-----.-.--. .~--...-------------------- liifoiii;i';:iiJ'il(j';:li'ii,i-i.;;-fii)(ll5!i,,',;'~_:'~1 (df'\N' ,;,:;,,- :;:;,( ;',i,~;"'-"'---'---'-"-----~-~-------- lU.,.....,.uo__....._._____.___~J~l_~~~l Cdl~~~:~!!~ 9 11011 yh(xk Cl.., Ilc~nOSCl~JBa, ,,'[0 34446 1.4:, 1t1(;(Jor (lISf'OSlrl~ - -,riAII -0; riI5I'OSIIIO':' - ----- PIAt:f OF OISf'{)~','III()I1 ",',"'" ~!C"m"h;;:-I-C;;,;;~i;;;f--, -li~iiG-,Ali0t4-(;;i;ffi,~;.l~;'C;"I~.,..".... Ih".II1J\. C,""',."",,, ( I 11"""",.11."", S,.'I~( I III . I ,," J 'J! (II',", f'1.'.~ ll<ma,"",! I {Jfho, 1.';1" ''',I _ _ 1 Dee. 1 0, 1997 Windsor CL\lUf!tl'ry \~indsor, PA 17366 sl'ml . ~~'lfn;Ln I :~=;~!.~~~:~1r~~~ !~-~~]~p~~~9r~~1(~~_~=~_ l!~_ _~~~~~;~V,~~i:~~~~~~~~.~~;~~~~::dii~~l~~~~~~lE~~~g1 ~^ Co " elol"11IO'" 1/"I"."..UIt'I-t' j ]"It"~"""I""" 'M'HTJ"*G'Ll".I"1I1~1"(J 'JII~~"'II, ""1..1 ~I( HISEIMIllIII OAH BlnU(1I I'r'I,"d".."',I.'.'lhh'4"""t"ld".,I,,, 'I'''''' 1"<111"""'1 ,,,!<lV'd,,,",trl..lh 1I;;;;-m-2.fi;;;Lmt~.t;n "iJ.;"i;,\"L"V--- --- ---.. :I~~l~-- ---ri'fpnnl(jij(Ti)tiiAr;-;'--:iT~~------ - -- w.~<;"f1"~Ri1rolOMi1~~O~~/IEf\' , ~fl<lnWI"::~~"C~~d=_ ___ ___ _ n lJ.._~~~_'!__ __f_!LJil~~~~_L2f~Z._- _____,!L_______ _~I_! ~IUP\ 21, P,,"AII: ("w 11'. ,I"ft .'<1$ "1"""\ '." '''''I''''..'''''''' hllld, <:d",,,d Ih~ tI",I'" [Ju ",,, .""" 11>" 'l'"rlu"' "1'1\'1 ".';n ~l "."1,,", ," 'Q'I,II~I,,,y In.,, 1)",,_. ", /'ijold I~.h,," I Apl"o""'.H" PAR11I 01h6' i'Q""'tinl c~nd.I",," C,mH.'",I"'lllu oJ~~lh. 1",1 I 'III ""'I<'(l~ ',~"~H"" ~,I,h '''''' "",~'..,, ~ijl/<ij~" '101 ,n'jllmllln 1M 'Jl)oJ~rl/'''\JCl''''d Y"UlIli' "MIl I ,'''*'''.'hl,hhUIl I , -, I , . , , , , I _ t__ ii~if'llf 1IIIlIII'{ fMCf,A'''D,'c.lnln<ll<ln,OI<lCl.WI1".i_II, ";,,,,',111 ,wllite MAnllAI SlATU!! ~I~","u I - SUf\VWI/ltlSPOUSf. - - 'jij,ij'M"",'Ud,.Wij~I"'~'1 , 1"...1" 1;.""...'d"""."1'ul (1<.""",11',:......1,1 ,\,:idowed , 1 )ij" OO':~:f:;,~,:~:-.-lJppe. r ~~ ~_1 0.6.--'---.--------.----- ~ " <I,. WlflfAU!(lf'!;Yfll!fm,Cj!; AVAlI ~IU I' l'fllll(1 ru COMI'Il"IIOIIOf 'A\I~! ornl,AlllI o~rl or 1IIIIIIlY ,'.I,'''''I..",''i..,! '/lI!'flY^ll'1nrIKll''iSCiiifi'Eii(ffliHiiim~l~~~ VOl> I ( ",ll M,lQ<; llh! I -,CAlIOU I"'"",.. C I..i',..~" ','.['"1 /101..,.1 ~ [I II (;'''''01 ,",II", ,j"Il""",,~'1 I I t~1i;I-0r i'IJllili- ~I ),OFl'~ I,!"'~;';~I i;'~j~,~ "II.,,~' "",lu"'g'f.:I:'I'''.I" ___"___'__"_.'.'''___'___r ~_. f'Und'''U''''"''',),!I'')'' """"""lrl .'.':0"."1 y",11 ~h. I 1 !lOll.."),, "")""'1"",,1'''''.'1' , ~i1iif"ifi\--'-'-''''''------ -,---- 1111'-._ ~ mo II ~r.L' ~'t'3 1;~"'l'~'\l1lq1" "'''' t':~, '" """,,,,,,,,f?:HO""" "'" ,,," ,,' "" IlkF1"-~""f'I"I~ '!_L~ B.~sn_l~wI.W~~_ ll~'[ F'llO.')"'" I"" ",..,', "l-~Y---r "_nL'ii2.c'-. (j, I? 9] lfb !!.__..__ CIIlTI'I[ili~,~~:;-;; ~~-- ---------- 'CIAlIfYINOPI1YIICIANrl'Io, """,..1,.."""",,1<1"""'"'''''''''''''''1''''''''''''''-')....,...'"._"01'10',.". TOllltbolIIQlmyk'I<l",1,dvt,4"llllKe<"'ed<lllelo 1t"~'\I"~'II"d"""nlt ""_I'" ~110tj AT 11111 ""ONOUNCINO ArlO CEM11~Y!tjCl PHYSICIAN 11'1, ,", "'" I ,,<I. 1"" ,.,,'., " '1",...11, ,".,1' ",1.1,., iJ hi'.""" .', <I".,"" To Ih, ~.I o! m~ ~/\O","-dv_, <lUll' <,^~~Hed e' lh'llln._ "11_, '"d pi,"., .11<1 d", 10 Ih, U"'.(') ItMl m.ntlOll" !l.l.d 'MEDICAL IX,,"MINEJIICORONEA On Iht b..11 of ,..mln.Uun .ndlol InvuUIl.UOIl, In my Opltl(lln, dulh ll<l~\ollld tl Ihl 11m" dtl., .,Ill plt~., _IlU ,,", 10 lilt Q,,,..(IllllU m....n"...I.I.d,... .... "" ., ., "" .", . ,. ..." ,., ... ". ' " . ... '" f..~1J~Afl.S-Sj{lN"i:,''',flf AT;O,"N(Ji~fll'R':;----------"--~---~'-----~---~-,...J ------.--- L-t:.'t, -~-'- 71 If') !! Lt~:l:LL2;~'!&t.ut~-l<lC__-_____......,,'_m_.__~~ '. " , ~. 'I " ptOCeedD aB foltowsl 1. t give and bequeath unto my daughter, SYLVIA ANN CM1LKINS, Forty (4070) per C(Jnt of tho ren\aindor of Iny (Jstate, . pol' stirpes, 2, 1 give and bequoath unto nlY grandson, EDWARD 1" CAULKINS, Ten (1.0%) per cont of tho re\nuindor of my OBtato, per stirpes. 3. I give and bequeath unto my granddaughtor, SHERYL CAULKINS PETREQUIN, T(,n (l07,) per cent of the rema inder of my estate, per stirpes, 4. 1 givo and bequeath unto my grandson, SCm'T A. CAULKINS, Ten (LO~,) per cont of the remaindor of my estate, per stirpes. 5. T give and bequeath unto my sister-in-law, ARVILLA M. OBERDORFF, Ten (lO1.) per cent of the remainder of my estate. In the ovent that Bhe prodocenBoB mo, then thts gift to her shall bo divestod and I then dtroct that i.t: bo placed with the remainder of my ostste and bo divlded in (our (4) equai shares between my daughter, SYLVIA ANN CAULKINS, my grandson, EDWARD L. CAULKINS, my granddaughter, SIUlRYL cAULKINS PETREQUIN and my grandson, SCOTT A. CAULKINS, pel" st i.rpeH. 6. 1 give nnd bequeath nnto my ,listor, 1\1ANCllE E. WATTS, Ten (1070) per cont of the remaindor nl' my estato. In the event that she pl"tHlecea""" m", thon thi" gift to hor shall be divestod and 1 th"n direct Lhot il be !,Iacod wi.th the remainder of my estatl1 and be divided in (ollr (4) equal shares b(,twoen my dnllghter, SYLVIA ANN CAULKINS. my grandA"", ImWAHD I.. CAULKINS, my granddau~hL"r, SlUmYL CAUl.KINS PE'I'RF.QIIIN antI my gl,andson, SCOTT A. CAULKINS, per stirpes. pago twO of four pages -................, 6B:: Power of Attorney CA SH 9954085 General Accident 4M WlllIlIl........ I'hlt1lll4pNa.'A 111M IUIOW AlL 11.11 IY THE IE PIlUENTI, 11\11 \!lit OI!NEIW. ACCIOIHT IHSUAAHCI COM'AHY 01 AM/!I\ICA, I "'""I~INI OOI1lOlMlOll hl~inO III pltftcipIlofllc"'''''''dllp/lll,I'tMe~'''lIdoMhlrwIIy_,COMllluleandlflllOlnl Shari Weathafllr, Deb... L. McClain, Debbie K. Grove, Sandra Pinckney, Debby K. Whary, Kathy Bnyder------------------------------- _lllclt,it,lI!y'lIlM 1lI_INIIOM ftIlI'Md, "INland lIwfIII AlIcmIy-ln-'ICl," /NQ, 1ll1ClAl, M.llnd dIMf IIIlINIy III and 01111I behd, Ind II MIClIllll.. any IUd II bondIand ~ of 1lM'IlytNp, .nd 10 bOnd ... OI!NEIW. ACCIOIHT INSUlWlCt! OOW'fW'( 01 AM/!I\ICA hI,.a,y II Mr IIllIII III MlNIlllM .. W IucII bondIlIld ~ and ... W!1IInQI ollIglIClfy III ... ,.". IIIMof _ IlgMd by 11II __.... OfIIcIt of Ihe OINIlW. ACClOIlHT INSUIIAHCe C,(IWfW'( 01 AMlI'UCA and II4IId and IIllIIlIId by OM '** of IucII oIIIcItI, IIIIll hMlly rIIIlIIIand confltmI II tIIII III .... ~mew(I"'1Cl1lllY do III putIUIlftlllltlol; ptOVIMd IIIIlIll)' Ilcnd 01 undII\IIUnt oIlU1'1Cy1Np IllIClMd """1lMlOlty ..... III IWjICl to lilt ~1n1" II: ...... If"""'" ...11....... 1M II ___...,..........,............................"...........".........,......,.,..... It,"," "" ........c.t............... .. ............................................,.........,,,....,..,....,....................... I..... ''','' .... I," ".,................ (.............) III......... II __...........,...................."..,.....,.............,........... a.,1JIIIliIe I,....... ............ .-.................................."............",...................................... ..,c..................... II........ II -............".".......................................................... . TIlIo ~ of IIIomey 11.._ undet IIIIllby IIAtlottr of Sl~nc1'r n I, I (II) of MIclI II of... by-lIws of OI!NI!IW. ACCIOEHT lNSUMHCI! COMPAHY 01 ~ wlllcII bIcImIlllIClIYt '1lINaIy 20, Ita and wIlIdl ptO\'IIlOnIlIlIlIl U Illlce II1d ellICl. l'NdWlg .. IoIowI: '.'1lIn._1I~."'-. ~ "'-. ._.... f 'w _~_. _11__ _,..........~... ond"_. _.._ .._.,..~ _IN............' ! ...._ _<I -....._..........,., 11" __,..... _.. .....,.. eon...,. _; .......... _.. _.. _.., _ ~4>f'......,.... ... _ ..,..... ~ ....... """ ""'__ _.,.., 1UCII~*"IlI_ be...... _.. eo....., ....... t1r.. - 0II00t, ond - ond - tIr "1ocroWy.' TIlIo ~ of IIIomey II olgned Itlcl .... by IIctlmIo undIf and by dlolIy 01... """"'*" ~ IdopIId by ... bcMI of __ 01 OI!NlIW. ACCClIHT INS~ C,(IWNf'f Of MlEIIt'..A, M I molting hItt Oft \hi 2011I day of 'ollNIrt, lt12, II wI\id\ I qiIOMl_ plIMlll, and IIId MCMIon hiIIllOIllMn _ldod eM .-: · 'IIIIllI.. hi III ~ _01 ........ ....... III "l"Il" , I. ltltlol" ~_ II.. ~ .. ...- lllUlll _ ... ..... ... ... toll of .. ~..,..........., IUCII_.,...,<<.., _ -. _~ _, IN.., _"... 11-.0,. _.....__ .._. - toll _..._....... _.. eo....., In.. __... "'l*l1D Ill\' _....._. "_1._' . II WlTNUI WHlMOf, OI!NI!IW. ACClOENT INSURANCE cotI/PfW'( Of AMEI'UCA hII CIllMd lI*I ~.. IlIIlgn1d by 0lInNI S. PInIt, III ~-.r. \ ...-..... --.. ... ..iiii":;t'~...... Cw.....Ml' ,... 01 PennI)1v.... Pt. r I'll'" c-.ly 2lld DonnlD S,""", \/lei I'lMIdont dIy 01 Ottobe!_ . II _..!L.-, potICnIIy IIll*IWd DonnlD S, ,..". III till knCwn 10 III IDENT INSUIWICE COMI'fW'( Of AMERICA, and 1CI<i>WI~DI11IIII hI..1ClMd Ind MlIolIdIllt fooltDClinO eotpOtItion thlteto Ind IIIIlIIIt MlIIftlxOCl III laid inIINmonlll\hl CClIllOIII' MIl of laid ~ny, t!IIl laid · .. ".r.:::: :.........~.~....~...J. DOM L. I'W/T, NclIry PIAllIc . U/XA Mw~~';~'~ "':.. ~ ry ~ 1ot~-ec.-oo~..1Iti of P.nntylvlnia 0I1Ile GENERAl ACCIDENT INSURANCE COMP~ Of AM/!I\ICA. do hlroby cet1Jty 11III... _ Ind forOVOing r 01 otlcmey tlOCUIOCI by OI!NERAl ACCIDENT INSURANCE COMPAH'I 01 AMERICA, wlllcll II tItII " fulIlotce tnd 51 (1)) 01 tilt by,1awI of... ~ny tnd tilt rHOIutlOn .. tonIl _ I" .tIlI in !vi lot.. Ind .1IICl. IN WlTNIII WHERlOf, I n... ....unto.. IfrIlltnd Ind 1fllx0Cl1IIt Mil of laid ~ny 11\. 8 t h dlIy of .December , ,. 97 @ ---. - ~.I . .,Q Cr: ~ ~ V _ "- E C4rtlCll, AIolIIInt s.aWIiij TIlIo ,_ of AIIomoy NY llOI be UMd 2 2001 S..... U4 I,' '.Ii1,'.'['"'.''' il. . ,II,.,,!;,!! I';,."., \11'PiH', li'II"I'" Ii"~ .;1, 11'11 HI"d , . , r I~lj do< ulT1pnl Ih ptlllted un cI hrown hell kgrolllHI ' \'I"'i' I ,ii I 'i.'I.,,1 i,' I", ",1,1:.. ':i"'.,;,,i, hI! 'i', I'",'.,.,,, \11,,,,,, I'i, I... I'"~!",: 1...1';.' 1 ,1.,11"1 1;.1 '1,1,', ,1\;1'.11,: ;1' '!V.llo<) Ix+ I"'" Ic'),l/J /, INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) ~~i~ COMMm4WfMlH Of PHnl"YiVM>lII\ IJ[PARTMfNf Of IU'lfNUl tlfrl.'lIlO{)ol IMRRISIIURO, I'A 11I'/II.OM! ~-"~;'~~t'ttot~T:rrtA~ntA~t'iINl r.~Ai jjl-Mlf;I'I~ -iilllIAW..----'-'- -----.--:--- ,______________n______ ._- IIIIlSEI\, Ill';N 10', iI/k/1l IlEN,IM1IN ji, '~(~A~,~~~;~:f~U~.;,,-n---nr.;'l\~ ::~~;.~ , I"'::~'; ;'~':;Il '"''';'''..'''''-''''''",''''0''''''''''' '"'' '"'' ",,,,.,,,,,,,, '"''''''1''''''' \[,,,"" "'"'''' [Xl l. 0,191n<l1 Relurn [J 2, SUjlJllolIUtnlul RolIHll [) A. limited Ellul. [ "I 40, f\Jlllrft Inlo,oll Cnnlpfnmhfl If or doltlt of dllfllh ullnr 12.12.021 [] 6. De<edenl Oled Tellol. [ I 7, Oll(odenl Muinlfllne,j (l living 1,11" (Allor.h copy 01 Will) IAtloch copy 01 Tru.tl -----"--.- ALL CORRESPONDENCE AND CONFIDENTiAL TAX INPOR'M-AiToNSHOUi'[,'iifoIRI!'CTiDTO, ~i N~~;.l ia:'~-. yoc::------------.n...-...- n~____..__._"" CbMriH~(~~'l'tlr~~~~t~\.-- Bt l'ee t El~ m'PiiO""'uMii'--'.'--------- Cump 11111, I'A 17011 .,.-...--..--. ~J,~l-~,~J-....7~~-:..~~~L~"",~ ."" _...._,_ ..., ,...__._.,_""'--C.-=."-'=--- -,~==,_-,__,___=_~~-,c"..~.,,~_="". I!! :!!i'" ~fl:j "''"9 u~.. I. R.ol EllUl. IS,h.dol. AI 2. Slocks alld Bonds ISchedule Bl 3, Closel)' Held Slock/Purlnershlp Inlere,t IS(hedule q .4, MortgageJ and Noles R'3celvnblo (Schodulo 0) 5, Cash, Bank Deposlh & MIscelloneout Ponanul Propelty ISch.dol. E} 6, Jointly Ownod Proporty ISch.dul. FI 7, Ironll." ISch.dul. O)ISch.dul. 1I G, Tolol Groll AISOIS (totallinfu 1.7) 9, Funeral ExpllJISet, Admlnlstrallve Colll, MllCellollltout Expen", (Sch.dul. HI 10. D.hh, Mortgog. Llohllltl.., li.". ISch.dul. I) (l0) _......,'__..____'_,....,___,.__ ,...___ 20,886.55 II. 10'01 D.ductlo", Itolol lln.. 9 & 10} (II) ____,__ 12, N., Volu. 0\ Ello" llin. 8 .,inu. L1n. II} (12) ..__!,~_6.\.~,!2.~.7,9...,..,___,__~,. 13. Choritobl. ond OO'.'""IOnlol 8''lu''''ISch.dul. )) II 3) ..__l~L(i,~ L,,99,_____._.__ \4, N.t Volu! Suhj'" to 1~,~.\~I~_..._IL~Ii.'!.u~_~~_".1.3J..__.____._,__,_.._~_,________.,_,_,.,_J~~_::. _II!, 597. 80 ,_____~ 15. Spousal Twosf.rs (for dotes of dealh nher 6.30.9.41 S.e Inslrudlons for Applicable Per(enloge on Rev~He Side. Ilndude values from Schedule K or Schedule M.I 16, Amounl of Line 1.4 lall,oble at 6% raIn llnclude values from Schedule K or Schedule M.) 17. Amount of Line 14 10Jlloble 01 15% rale llnclude voluel from S(hedule K or Schedule M.l 18, Princlpol'o. due IAdd '0' ',om Lin.. 15, 16 ond 17.1 19, Cr.dlts Spousal Paver I)' Credil Prior Payments I '" z '" 5 E ~ '" .. z 51 ... ~ ~ '"' '" u :l ... -~---~~~_. + ..._,8. Tolul Number of Sole DepollI BOil.. III -- (2) (31 141 15) 00.00 11,7, 106.34 ( 61 171 ( 8) _HILL 06 .1IL....___~_ (9) __ 20 ,IUt6. 52___ 1151..._,~~_,__.~, ,._ ...._...._..._. ..____.... ~,~.._= _OQ.,QQ_,_____ 116) __'2~....y7 5.82 ___,m' (17}_.__1~,...&Jl...,2JL~"._~.- . ,06 = 6,058,51. ---~ ------_._-~~- .15 = __-.-1~JJ!2J...2 9__ _m_...._.. 118) ._-...L.~~5...l....a;L.. Dh~oun' +._39.L).L Interest 1191 1201 __._~9l..22__ '. . 20. If lIne 191J grealer Ihon Line 18, enler the difference on Line 20. This Is Ihe OVERPAYMENT. Ii! 0 21. If Line 1811 greater lhon Line 19, enlor Ihe dllloronce on lino 21. Thh is Ihe TAX DUE. A. Enler Ihe loterelt on Ihll balcln(o due 00 L1no 21A. 8. Enler the 10101 of Lilllt 21 and 21A on Line 218. ThiS is Iho BALANCE DUE. ~~..!. Ch_!.':.~.~_~V_~_~~!_!~.I. .~.!.~~'_~~!~~~_ _~!_~~~__~g.nt C l(!(k hure If you tHe requostlng tI refund 0 your bvnrpnymol1t. _.___,1..554.24, 00,00 .,.,~..,.I,5...5IiL2.IL_ _______ Pi} 121A) 1218) ____...__~~XSU~E Ti[AN~~~~-ALI.~l!mic>.i{f~"N.-R~VER1fSiliii~A}ji>To-_~~CBE~~_-M~!ii_n~_:O<n ..,..~.. ,... Uncler penohlftl of perlury, I dedore tho I I have IUHlminod this relurn, indudinq occompt'lrly'in\1lcheclulot and I'olem.nls, Clnd 10 Ihe besl of my knowledge and bell.f, it Is Irue, corrflcl and comple!e. I dedmfl Ihol all rool ElUale hOJ bOlJn raportod at Irue mClrkel vullle, Dedorclllon of preparclf other Ihon the perlonal reprelentallve I. based on olllnlormallon of which preparer hen on)' knowledge. :, :;~~Z;;~;~l~,;-I~~~~:i::)~I;ll~;~:-;:.;:~,~~;,..~;~~1~_~;I~-;I,-::111~':'-'~;;;I;;~-== 'jJ dl,,;..jl+7::...l......___ 30Q.l...Nllr~!,--~ StroH!..L CnmP....!!IlLLJ~"-_L70JJ___~,,_.._,_ D~lI-~~---~~.- .;-dl~~<J8 5;(ii"-------.-_.. -.-------~ )-2L1 - 1f{ SCHEDULE H ~@;~ FUNERAL EXPENSES, WMMm'WIAlttlor """",vANIA ADMINISTRATIVE COSTS AND "",,,ITAN"! lA' ",1I"N MISCELLANEOUS EXPENSES PI.as. Print a' Typ. I'umHU !HCWf HT IltA'T"Of"'--'''-' .."~,,~~=,-,~~,"--."_...",_..,~,,--.~-..=~.--c-~FltfNtiW(ilrR-"' ,- ""- .u___.. ---, .."__~IE~~"_~_~U':ISEI~, a/k/a 1l1':N,JMllN F. UEIHEll i.21~97=0975_________..___, UI/.""U+I'UI ITEM NUMBER -.---.--....-..- -.--...--.-. ---. A. Pun.ral bp.ns..' I. NlIRselmll1\ FIII\~ral 11011I1', 11\". il\d I\dll\l\: (a) Service, trnI\R!HII'tntiol\, "anket, ollter blldnl. "ol\tainer, flowers, deatl, <:crtJ.ficlltcH l'lld grave and CCllletery chnrges _ _16,696.00 ($300.00 refllndDd to pny other ex- pensos). . . . "" I . ., ... , . . . f." . . . ...... . .... . . . . .. . I . I . t" I (b) 11iniAt.er.............................. I . ... . . .,. . . . . . .... . (c) Orgl1nlst............... I . .., .. . . ... . . . I ... . . . . t. . .. . I .. I . . 1d) HealH - Crnckl~r Borrel.......... . . t.. I' .. . . . . ... ... . , . "'" c) Messiah Vl1111nC 1I0mo. I I . . .... I . . .... I' . ... . . I'" ., . . . . I . .. . A mlnlstrallve COShl B. 4, C. 1. 2, 3, 4, 5, 6, 7, 8, DESCRIPTION I. Personol Reprelelllalive Commllllons 172 - Social Securily Number of Personol Roprelentallve: ---' Yoar Co",mllllons pold -.B<'.!~e._I'.!.IJ.Q._-_ 30 - 0201 2, Allornoy FOOl . I . I . . I . . . . I . I . . . . . . ~ fl. . . . . . . . . . . . ~ . . . . . . . . . . . . . I . . . . 3, Family exemption Clalmanl ____.___..____ Relationship Add,e" 01 Claimant al decedenl's doalh SIre.1 Addro" _'__' 4_~-~----- -_._.--,_.._-~- City ._-_______._____.._SIa.e ___ Zip CodL..,_,-, Probole Fees and short certificates Cumberland County Register of Wills............,................ Mlse.llaneous Expense.. Hesniah Village (Hcnior Cithen lIome) - room and board And phl\rn18cy, . " . . . . . . . . . . . . . . . . . f . . . .. . . . . t t . . t . t . f . . . . . . . . . . f . . . . . " General Accident Co. - Executrix l'erfonnancD !lond (Executrix is a li'lori.da resident)......."..,. f.....'..... ~.... Estate Advertising - Patriot-News Co....,....."......",.,.,.. EstElta Advcrti.slng - Cumberland Law .Journnl.. I..'...,.....,.. I' County Inventory nnd Inheritance Tax - FiUng Fees,............ Reserve for Accol\ntant's Fees, Fllll\l\ Fees, and Contingel\cies.. AMOUNT $ 6,396.00 100.00 150.00 74.91 50.00 6,884.25 279.00 4,705.20 1 ,081. 00 61,19 60.00 25.00 1,000.00 _____~._._.~.~_-.4_4...._._._---~.-..-,.---.-----...,---.._,-'~'-- '-'--_.'-_._-'~ TOTAL (Also enler on IIno 9, Recopilulatlonl (II mar. spac. Is n..d.d, Ins.,t additional ,heeh of sam. sl..,} S 20,886.55 [;41 flLlSLlI,flU~ F. 3" HOI. L '(HOCK COlJln 1I(i1'/IOSA:;~,A, I" /. ::444fi Ct;PI\ U'llled Methudl"l I'CIJ Acc()1.I11 I If '.~41 f)hiH (~ Lcdr.;c/" Pf'o>,jow: Od1,111(;() - 1(;71.1)1 YTI) [11','1<11'/1(/ ::; "1.',1;' ---.--.----.-'-'-.......--.--.--.,--...-.--..-.~.--,--_.OM. Dale j fJ II i (j III j OI/OZ/96 j ll~. IJ!) t 07/01/J6 j 1(;,1)4 f 01/01/,<7 'I 1'1, In j 07/01/97 . 17, ni;) 1 01/01/98 1 21,1 D? . 01/16/98 .1 1[Hl,~:7 f 01/16/iJt) 'j * 01/16/98 I f: Wit IHJ/'IlWI1I j .. .....,....,... nil 'I IlliG!, I bnu; ,;6 1 70r). ','I(J I i' ~.12 . ,J\) "-.. -,"- ~-. -.....- .. -. -.0" 'O'h ..,. f T r II II r,:(I c( i 01'1 'OJVIOENn 00,OOEIB45102 'DIVIIIENI) O;:.,OlAIU?(J(JOI' 'DIVIDEND U~.UIA184GIUJ ID/VIDEND 02,01A1817001 fD/VII)UIU O;?,rj2AIIl4711l:> I () i Iii: GT OU,IOi; I T .'j)t.'(ITdIt /~(j"A),,(''r'' CII(,yk, ,Ol/JrOT W1THDnAWAl tDIRECT WITHDRAWAL .. j '. 1944,6Cj' 54,00 rfl 17,:1'),47 , 76 I ,::9 UJ4fJ,(;(, S,oo 0,00 ',' ....../ j r'\ \'! R " (\~ '~ .? ,~~ U~? ~ ~ ~IW ~ '- ~ ~ W ~('~. i': ~ ~~ ~ \ ~ . 8> ~ ~,~ ~ -ill ~~. ~ gl';~i g~~ \ G Jl i , f \ l.I..\ ~ ll: ~ r ... j', ~., ~f\, <1: ~U1 ~ " 5 lli~ ~ ~ ~:; ~; !(I u~ ~ ::: ~Wl ~, 0 ~"IlII"'" J o:'~'1 r,," :~! .~ ~l ~ ., H l' a. " t~l:~ ~r I~ ~,<l' '~ H~ J ~ m m m m m m m III In I' ,~ ~ ~ " ~ ..' m '" ".",......, f! " "x, r. \.;.: ~ c; ~, ~ ~ ~ ~} ~ u. ., U lit ~ I~ "' ,; ~ }? H ~ ,~ 2: ~ d "r, ( ~ 'nl)~ g li' e <<r. 0 c( ~ r! 0 i7 ffi~t~f~~ <(UUijl~I\,l~~1 It: t.. ,... U 0 @ li ~ ~ h fJi fJh~1\'~ lJ ~, ~ ~ ~11'il~~ ""~i~ t;eli ~l "~ ~ ~~~~~ ~~Ii~~ ':a[~~ ~iiln'!M It~s~~t . ~!a~~~ ~ ::1:~~i' ~~ i.~ ~ ..,: t ~ ~I ~ Pi" . . S! ~ r t; f'j: 'f" ~ t ~ · ~ ,',' tlll ~ 1- . U ~ r : Iii i ) ,,(1 ,.,1; > .... 1\ " . /, lJ!: ~ ~ ~ 11'. \1' D r~ . I .~,,~ i5 .~...~~. ~O::Ji ! J. · f -J:; 0\;; ~~ ~" ( ~ [i: ,,' I~;~ I' "': .,SIPil" :/!'.... :I:.. · 5140 Ii n" ~J' ! t .,; fl,~ t ;J l' :~ II,' i 'lo~~"~1 ," ~ . j; n~: ~..l g i~!i ..1 ~ It I,U U ' ... '\I::t ~ .. os 0 '_ ! ~ 9 ' !.! (j ~i ~ l; r, 0, "',.-) f', ,ri ~' B.,. >I/l 'tI )o.;""-:"f': ,\u/o f:i h ~ I rr.il W . U ~ ~'" ~ ~ n j (L t:: [: tC k '" -~ ~ l U ," )0 ~.,:: II. I<(./~' lri.u 0 ri. V):> III ii . e fJ l z.J h {, IIi ..tJ." a: '" 7. .i!~,,'". rh.\ ,.. ,i<J 8 fj"':Jw~g",Pii~~aff/ l\.ll'iij Uti 0 ~ ~ ~1.1~lif.l~il! I:i ti ~i 'I i ~ B i ~ ~ ill" ij d. n, ill \1 Ii' JI In 8 fi 8 ~1"OlllV'F1W1J' ~'VOn<l1l1l . ~... ,* p. 111:111:" :IIV:llldflO ~I ;., 1-6111 V ,10 (I':l ". 'IV/-II\JI\IQ ! "' ;~ 1\\ <1\ ~ d ~~ , 1, s ,n .~ ,.:1 :~' fo,1 '" " U g l~' -" " u, '" > " ~ <,'J l,Jp~ ~\+,\ <II ~) Z 1- fi "\:/ ~1 ~l n Vl V) III If) q ~ I '~ If ~l ~ ~ " ,I X r~ iJ ;~ ~ '" (\ W H (J 't.i ~; ;:.: :C~ \~. ~ . :, ."- ':)\ ' "\1)> ':;- <-x, on ~-1 l ~ F' I ': N I' ~ ! t 7. /II n M III Ioj g: ! ~ ~~I n II ,1 , Iii t, 2 t' l!l 'f. P ~il !~ ~: s I. U c Ul -",, II " " 'i () r 0 m Il~ :-:,. OJ III II'} II' III In 1" ~Il 0,\ ~ ~ , '" ...."1 ;0' \11' ". :t il " ,. 'n '3\ ,~ '9 ;::;-. \...... I" lit III I/) r; ~I ~, ~ u; VJ " '~ '~ :d g '" " I fil ~ ~~!. " :. '-J) III il\ .n;.. " " I,) ,I" It 0 (l f: III r'i 0:( If/ "\) ~ .( n ('j 1-- 11_ ~l " '" , I, ~? '" '" II I~ Ll II If!, III III If! III .1 '" " l:j " '" ,. z ~Il ,-- iii ",r ~_) :::... fl ... Ii! 'L ,.'\0 n -III i!: o n: u f. c '~ , r r" ~ c~ o ~ a: IU :t; f- a Q: H~ !;" ~ ~~~6 t~t. fl~~ g~~ r R ,. W! -~g J' ~ iif.'l ';..11 u ~u 'il [ r: '-_Ilo.. ,)~ ~~' .>\..~ i1 ~Ml ~ ~g .~ ~ .....0;1 ~ t: ;:::~ ~.., ", ~f ~ Ii N ,S /1:1 t L. d" II t;.. ~" H~ro-g " ,qll" t1 H\iB g nlU .~, ~~n . t?r~ J.~ ".... "ii ~i6 ~ ij. r 3 1:;:5 ~ l!;:1'I ~ Ht' r. ~ roll H ~ n~~ ~oki;a -/ \~)' gE8j ,., . F.-g ~l W i5 ~ /1:1 . ,. il: u I, ~~ 'Ii (I; u > fl: ,,' t~ ii' U M 1" ..I It ," " qr ~;i ~ \ \I ~ H' H~ ldir- ... I; 1\ nl'i "'", ~ ~ h ~ t ~ 3/! P A ~ ~ h ~l ,,\ ~ ~ "q h~R "I N · P~h :~ ;/tl"," l n'lIU') . , .. ~ ~ ~ ~ 'rt' ' 1\,,;!" I. ~Iifj~, l!t>' jt', ~. ~ ~ ~"' M ~, ~ "N; ,& d~ I' ~ M . ~ ' 0 , h 1 \:'Z~ qq I t~ nn~1 r, ~ K~' f, '1,\ In ;"'11,1 \' ~ n F P. \\ d,i.l':) . In" "r: ~ :. , , ~ ill , t, o I" " ., f-l III " n: o l; ~ " Olli lU." I~ft 'll", It il """ ," ~.~; ft" OIl} If''-' oU ~i Ut! .,:} . n i:".l: "'I' !;It m~ .) :I ~I''''\~ ~\ ' \.. ...... n-) ..... ~";') \.) If\ '1'1 ,ij I: "l ~ u .. '., ~ " " III ,~ " " . .' ~l "' " /1 ~ /1 " /i :tJ r; '" l' ., I:' " ,~ t " " i~ r~ ~ Ii u " . '" ~ u " , " . ~, ~ l ~" ~ " c: ... Ji oS ~ ~ ~ n~ ~ ~ r ji i " ~ ~ . ~;n t, ~ 1 :~ ~ ~ ui ui ~) " IJ ~ q In 11'1 (Il III In In m III ---~ ~ ~ ~~ ~ \~ lnth ,,, VI If"I W tl &1 :t l: ..J ~) ;~ ~l W r~ ~l I. It ,~ () ~ ,:~ : t- 7' '!} I~! .:' " .~ I:'! :, n',"1 Ii) ~j ,r u: rl -" Il - - Ii, '" S lUtll'l o ~~'lJIl~~1 Ui r; ',) UI r; t, '~L 9; 1; N ~ ~l (.ii)' r Ii{; " t, c.l . I_I. _, Il,:.i u. ,( f::11 " ~ ~,j ~ III ,\ '. IIIIII III III III tn IF) '" u III M Ul " o :, ~l ;~ ~: U t} { ~, fii [Ii 1!1 l~ rJ' .'11:1 /1\ fl (.1 (i) i; '.1/1 ~l 1'; "I~ ~ Cl El IV I' ~:' l~"' :i' W ~1. Ii! ~ .-1 ii 1,1 g ',"~, t'_ UI c; " I. <II 1,1 b d ill tj (II ~ ,,{ :io :~ r il "~ '~ ,'. ii ':"1'':- ',,", "V:_ ( _.f!J~: Uj ~; Z" ~r .. ,;( \, n \\. ~. :~~ - ft t;. ~ 0 'f:" Iii ~ ~.~ ~ '?t,- fl i5 H i1~ ~dl.f. rf" . g' d'" \! ~ o II: 1:: ~ ~ I w W ~; V ;1 ~ ffi W , ij (, rr II' 1IIIr i ,. t) U nq ~ ~ '~ In l; ;~, ; ,~ /l UI Q ~ ~'l l~ i. fro (~ I,'" ~ .:1 . [Ii tI1 rd FJ ~ n w L (J Ii) W ~ i .".- l\Oalll\ '"1,ep" \01 ,', i I " . . 'I , ..' 'I" " , , , , ' " ., ,.','." ,~ " <, .. < , ' , .. ' ',' , " !" ',' , . "'~', ," ' , 4:,' . , , ",U, 00,( 416, Clnel""""',l, lJllI'~ "Y"J @)@[p)fflli'UWU@ullU @{] {l~ 'U'~@ffi0l:J!1li'\J ': <, @)O\B{llrO@lU @)Olt@@lU@!? Internal Revenue Service 1:1;'41 ~l" uplt ftf" 101 " JUII 6 19/1 _ , L.,J,12 Coua 4~2:2.11Ha l> Un1Leel '111')0),0/;1cI\1 :>!l'Iinnry lOW Harvard nlvel. Day \.00 , 011 L~I~o6 " , " . Qentlemenl- ". - I, , I~, , ' , ' Op'tbe balh or your stltement and the inronnation recently , .,,' Bul:mitted regardinll tbe adrahdonl poUcy or )'tlur iOBtitution, ':' ' and 'the pubUch.inll tbereof, and \litb tbe underlltonding that Bucb T' policiea vill remain in erfect, \10 confirm the exempt statuB of '" , your institution under Internal nevenue Code, &ction 501 (a), III ,,:.', an orgallbation described in SecUon 501(c)(3). . , ' - , I " .:'.' :, Tbh contir1ll&t1on doee not preclude a reevaluation of your , , : e.dmise1onl Policy at. a later date. It alBO doee not. preclude liD examination of the operations of your inlt.itution to determine , 1f tbe pollcy 8S described in your eta\.ement. is being implemented. " " " , " , " . , " , , , " '\ ' , " '.j j' , , t, " " , ',. " 'I '.. " , .. \ ' ; , .. ,." /,- , " " "I " . ,~, l' 'Ii (,' IVr I .t' Vi , " , ' , "'I' j' " .' ,,' t " , '! \ , \: , , " , , .' '.. -1.. " Very truly yours, , < CJ2~ tl afI~ District DirectOr '1 ' , ' ;:Jf J r; jQ1' ,e~i4 ~'.;],'" I - ;,' '. ' ,," , Form 1;-342 (11-70) :', ' , 'I' \' , ,,' I,,", ' lJ ", , '" ' . t " " , , , " ,5406 ' . , ,- " " " .,' " ; " " " ~, l.~ '/ ' ' J, ,I', ,,' i" " , .... ",' -: , ,; , ,; . (. ,',". , " .,',;. , ' ; , , , " , ,', ' , ,-', '. , "",.::~ ,~'I('~" ...~, i ",. ",', .. \ 1 ... . ;.~"! .''''J i,.i,. .. " '" '. ~ 00 36 EIN 36"2~6 77 31 In~ema~ Ae'.fon!.Je Se:rJ;,~;) ~!7I1l~i]OGD@<:;0![jlJu lID@ ~&l2.;l5VG Oartl II" "pi., ,.,,,,1111 _ OCT.U_197'L--L..1':HS:F.O:R:1-2 Council on Finunc-;-~~CAd;~.rnistr~ tion of the United H~th'Jrlist ,I>, Church, alk/a the Unite'.! Methodist Church and Ita Affiliated Organizationo 1200 Davis Street Evanston, Illinois 60201 Attention: R. Bryan Brawner Dear Applicant: This refers to the informatiot1 submitted for use in determining your status and the stat~5 of your affiliated r.eligious organizations, on the list you submitted, as being exempt from Federal income t~c "nder section SOl(c) (3) of the Internal Revenue Code. For the pm:poses of this group ruling, your affiliated religious organizations include The General Conference, Judicial Council; General Agencies, Commissions, Committees, their divisions and departments thereof, and, other related organizations j Jurisdictional Confe:ences and Affiliated Agencies, Commissions, &1d other organizations; Annual Conferences and divisions and depart:;;ents thereof; Al'lJ.1ual Conference Agencies, Commissions, Co~ittees, and &:filiated organization; Local Churches and LO::'3.1 Church Agencias, Cotmllissions, Cotmllittel~s, and other affiliated organizations. Based on the information supplied, we rule that you and your affiliated religious organizations, on the list you submittedl are exempt from Federal income ta.'t under sec~ tion SOl(c)(3; of the Code. . VIe have further determined that: you and the affiliated religious organizations you operate, supervise, or control, and which are covered by your notification to us, ar:a not private foundations ~mthin the meaning of section S09(a) of the Cod'=! , h;3Ca1.:S,~ yell .:>nel YOl"r a.:filiated religiou::l o;'6anL:a- tions are or~anizations d~s'::.ribad in s~ction3 170( b) (1) (.t.) (i) and S09(a)(1) of the Code. -, .--- '''.,' ".,,, .. .,. , '" ,....... ". ," . , '.'.-''''-- ..'...., .(' i -2.. " Council on Finance and Administration of the United Het.hodist Church, a/k/a tha United Mathodist Church a...d It.s Affiliat.nd Organiza- tions i Organizations that are not pdvate formdat.ions llre not subj ect t.o the e~cise taxes under Chapter 42 of the. Code. However, they are not aut.0matically exempt from ot.her Feceral e~cise ta:<es. You a...d your affiliated religIous orga...izat.ions are not required to file the Ret.urn for Organizations Exempt From Income Tax, Form 990, as YOll come within the excep- tion contained in section 6033(a)(2)(A)(i) of the Code. 'lou and your affiliated religious orgal1izations are not. reaui::ed to file Federal income ta."< returns unless you are subj ect t.o the ta."'< on unrelat.ed business i.neome under section 511 of the Code. If you or your affiliated religious or8ani.~atj,ons ar~ subject to t~is ta."":, you must file a.."'"1 incoT.e t.a.'t return on F'Jrm 990-T. In this lette.r we are not det.ermining whether any of your present or proposed act.ivities, or those of your affiliated religious organizations, is unrelated trade or business as defined in secti.on 513 of the Code. 'lou and your affi.liated religious organizations are not liable for social secu'!:ity (FICA) ta:~es unless you file a waiver of exempti.on certificate as p"ovided in the Federal InsUra!lCe Contributions Act. You and your affiliat.ed religious organizations are not liable for the taxes ir.;oosed under the Federal Unemj?loyment Ta;.; Act (FUTA). . Donors may deduct contributions to you and to your affiliated religious org~.iz~tions as provided by section 170 of the Code. Bequests, legacias, dev-ises, transfers, or gifts to or for your use, or to or for the use of your aHili.?ted rf!lii;ious orga..'"\bations, ~xe daductible for Fa.J '1 ~.. .. t... .1 0'; 1:. t::'\.,. I . 1-"' .. tl. . l'l"": ..J - - ...... 211 ' ). _r..l.l.;r_J. es 3.t.f1 une. 0....... '::.... p....:._~J.J_.) u...,\I~.:,.J.. seC!...lO.l JJ , 2106, and 2522 o.e the Code. If you change your purposes, character, or method of operation, please let. your key District Director knol" 5(1 he may <;:.onsidel: the effect on your exempt statuS. Also, please keep him J.nformed of any chaIlg~s in your name or address. - ... .--. , ' , . t.....\~" . , J.\'~'."'<~"~" .~ , ',,'-r; ".' ..~"j... , ., ."" , ,. t .t. .,,,,.. ~'..' ,,. '.. .' '.' ,,' " " -3- Council on Finance and Administration of the United Methodist Church, a/k/a the United Methodist Church and Its Affiliated Organiza- 'tions You should advise each of your affiliated religious or- ganizations of the provisions of this ruling, including the requir~ents for filing Federal t~~ returns. Each year, within 45 days after the close of your annual accounting period, please send the following to the Director, Internal Revenue Service Center, 11601 Roosevelt Boulevard, Philadelphia, Pennsylvania 19155, Attention: EOR Branch: 1. A statement describing any changes during the year in the purposes, character, or method of operation of your affiliated religious organizations. Z. Lists of the names, mailing addresses, in- cluding Postal Zip Codes and emoloyer identification numbers, of your'affiliated religious organizations that during the year: a. changed names or addresses; b. were deleted from your roster; or c. were added to the roster. 3. For affiliated religi.ous organizations to be added attach: a. a statement that the information upon which your present group exemption letter is based applies; b. a statement that each has given you ,.;dttan authorizatlcn to add its name to the roster; c. a list of those to which the Ser- vice previously issued exemption rulings or deternlination letters; and d. a statement that none of the affiliated religious organization are private foundations as defined in section 509(a) of the Code. . ,-' '. j vfoaoodo un followal 1. t lIivo RIIlI b(llluualh UIII:O lilY 1I1IUllhluL', BYLV'lA,MIH CAUL,KING, Fo\'!:y (1107.) pOI: cuut of Lho 1:(III,ol.ullol: oC Illy aolale, 1'01' aL iq1O". 2. {, lIivo nud hO(IUOUlh ulILo lilY 1I1'lIllllflOIl, Iw\;AI\I) I.. . li~'U\.lII(','l", "10/\ \'011' F"""'''' ':" .,' ': .! ~:. m, ,i?! (l.t,~1 ~t"i,!IIf -~ ,.,-I:,,:~:~_I, '-' ': ".1" ": '.' :.\' I" '." ' rAULKINS, 'I'UII (107.) pOI: COllt of tho tOIllU illdol: of 11I.1 08Late, pOL' at 1,\'(100, J. I Ilivo nllll horluM!:h UIILO illY Ill'nll\ldnughlo\', SIUllLYL CAULKINS l'B'l'lU~qUIH, '1'011 (l07.) pOl' cOllt 01' lho \'ollloilldol: of 11I.1 ostaLo, 1'01' aLll'p09. '.. I glvo nlld boquellLh Ulltu lilY (ll'lIlIdnOIl, scon A. CAULKINS, '1'011 (10"1.) pOI' COliC oC tho L'olllailldor oC 11I.1 ootato, pOl' stirpos. 5. I givo alld b"quonth ol\Lo IllY sinlor-ill-law, AI\VILU\ H. OBII1UlOIU'F, '1'01\ I , l""'....."'\l\.":.'~\i*".,",..",:-,",lll .I:ho ovo III: Lllu I: ~"_"I' ,~,'.I";' r.'~I"":' q.. ..", ' i"'" ,>'" ". ."',' shll11 bo divesLod \ i \ i I i I ! , (107.) 1'01' cel\l: of tho rOIll1\illllllL' oC lilY OOI:ULO. flho pl:odo<,01l600 IIl0, I:holl I:hls 1.\1f1: Lo hOl' nnd I thou dl.roct thnt 11: bo plncod witll the L'Olnnillllol: of lilY ostate alld bo dlvidod 111 foul' (II) oqllal OhllL'OO betwoon illY dHUlllll:or, SYLV!J\ ANN CAULKltW, lilY I\l'nllllr.oll, ~;\JWAl\lJ L. CAULKlHS, lilY llralld~lulllJhtor, SIUlllYL Cl\ULKW:; l'Il'1'IUlQUlll Rnd illY llL'lIl\llaol1, SCal"l' A. CAUI,KllIll, pOl' al irpus. 6. I glvo nlld IJo<1"oULh 1I11to my slule.', IllANCIUlIl. WA'l"l'S, '1'011 (l07.) pOl' COllt of Lho rOlllllllldor of lilY Olllllle. III lhe .",:::" .'.,'".1' J, ;.\ evulll: L11111: slle I'l'odoconson mo, LloolI lId.s g1(t 1:0 Itor ohll11 be (,1(, \") whu h,l,.H Ili:I"~~,~;'" ,,",',,",'; '~\ '",',Ib(\ vt(':~'\I'h"l ~'~:'i~:~~~;;~.:~~:::,,~i~: '. ,1:;'./, ~t~."" dlvuoted RII" I tholl dil'ocl Lhlll it 1m plllcod wHh lhu l'olllilindol' l: f li"., p ,i: . ~\"! ',1 'I \, " ;of my ostnlo lInd hu dlvid,,,1 J.1l [Olll' (II) "'1',,\1 6hlll'OS bolwoollmy llHlIlllltul', SYLVIA AIIN cAlILKlIW, illY !\I'HIllIIlUIl, liIl\;AItIJ l.. CAlll,KLNS, lilY 1l1'lllllh'HlIllhlol' , B IUII\Y I, CAlILKlIW l'I\'l'I\I';QlIlIl "'"' lilY lIl"lIl1doOIl, sca!"l' A. CAUI,KIW;, 1'01' ,Cll'il'i'oo. . .1'1180 1:140 of fOUl' 1'"800 COMMONWIALTH OF PINNSYLVANIA COUNTY OF CUMIIRLAND III being duly ., Sylviu Ann.Cuulkins _ .ccordlng 10 l.w, dopa.", .nd ..y. Ih.I,Ahe tfi.tllQ ~x\tcutr.ix 01 Iho E.telo 0/ UenF,lle!..a"r, n{klnl1e,11Jumin F.Ue:L.8~r 1.1.01., Lower Allen TownshJ.p ., Cumb.rl.nd Counly, P." d'C'Oled .nd Ih.I the within I. en Invonlory m.do by her -~, the ..ldEKe_c:\\trJX, 01 Ihe onliro e.tele of ..id decedenl, con.l.ling of .11 tho po..on.1 propdrly .nd re.1 o.I.to, e.c.pl r.el e.t.to oullld. Ih. Commonwo.lth of Ponn.ylv.nl., end Ih.I the flguro. oppo.lI. oMh lIem of tho lnvontory repre.ent 11'. f.lr v.lu. .. of the d.lo 01 decodenl'. do.lh , ffl~9.rn ._ .nd .ub.cribed before mo, ,PyI~ /,) 1 ,.,.t < ~ C-~-<--W-~ I ty. '-4 ",'I'/.. Sworn \ Eueutor . Admlnhtr.tor ___Ee j, 1b2.LJ;---il!::L______19 2.,fL~_ t).,~tt~~"~, _ ~j<;7::~ ~~-- Iii iN ',I{,[ ~,r:'.\ 1 ',I.r'IL \,It-.fJl,;' 'fOG,IW~, i';\I~;;r~' 1.\~;IIL'; . ""1" ',1\',_ - C', LIiI\t\Hnl,'JI\' 't(i.mtv '" "" ' ,) "000 \ ;" :.'fli.lo:il.-:~hlit [:XJlh'OSJlIO~ "/, (. ~... ,.~'",,;,,_,__'J~"__"'-~"'---""-- SylvJ.u.,A!,n CaulkIns 39 Hollyhock Court llomos8"sa ,_Flu, ' 3~~~~_ Add"" Oat. of D..th .,., 5 12 .-~._----- . .--_.__._-~-_..__..............-,--,..- ---' 1997 DIY Month Vu, INSTRUCTIONS I. An Inventory mu.t be fll.d wllhln Ihr.e monlh. ./tor appolnlment of pe..onal r.prOlentallv.. 2, A suppl.mont Inventory mu.t be flied within Ihirty d.y. of dl.covory of .ddltlonal ....Is. 3, Addiilonal .heels mey be att.ched a. to po..on.lty or r.alty 4. See Arllcl.IV, Flduclarl.. Act of 1949, H QJ III 'M ~ . ~ " '~ I.' . i g " ~ QJ .. ~ 1<1 ~ '" .. '" "" Iii <II ~ .. '" g 0 -- Q '" '" 0 UJ ~ ... ... ~ 0 :t "" -- 0. I! I to- ...J u. <II .. '" Z ...J jj 0 0. 0 u. ~ '" L.LI 0 0( ., i '" ~ ~ H' .-< Z QJ 0 c Q III ~ .. - III Z 'M <3 ~ QJ Z ... < ;Il ... 0. "0 . c ~I - ~ "1: 0 .. " ..Q ." ... QJ .. E 1<1, ... .. . 0 ~ d Ii: 0 i ...J ell Inventory of the real and personal estato 01 Jl~~~.lIe!.~r:L.(~L~!~lluI\Jllmln II. 11,,1 fler deoeased -".._--._- -~~-----.--..'-~. '~- - I'NC IIANK CEil'!' I J::.L~~~~!J:uJlEI'OflIr l. U21001017063......... ..... .f.f .... . , .,..... .t.. .11...... ,.... 26,336 3/, Interest to D,OIJl. . ..... .. 1.1. ,...., II'" O,litl' .. ..... 647 40 2. 1/3l400031487..... . ...... ,.. ...... ..., ... ... .... 10,80/, 63 IntereRt to 0.0.1),. I...... .. fIIIO" ....'111 ,... .,., 26 67 3, //3150003 I 37 l. .. . . . . ..,. ., .. ... .. ,..,. f'I' tl.1 .... .... IO.82B 15 Interest to \l.O.D. .. ..1. ... .... ... .... 26 73 4. 1/3190003 I 6 76.. , . . . .. .... ,.1. ... ....".. .... ... I'I'! 10,828 15 Intereet to D.O.D. ...... .. ... .... ... ,.., ....... .o...tll ..... 25 16 5. //3190003 I 679 . . . . . . .. "'l .. tll' .. .1" t'" ... ..... I 0 , BOIl 63 Interest to D.O.D. ..... .... ..... ....... ....,... ... ,'lllf 26 67 6. 1/31200031463...... ..... 0'" ... .... .. ..... ..... 10,804 63 Interest to D.O.n. .... III' .. ,.... "111 26 67 I'NC !lANK CHECKING ACCOUNT 7. 1/5140027902. ....... ., ..,... ...... ....,.,,, II" II.. 18,941 87 Interest: to D.O.D. . ...... ....,. .... .... .... .. ..., 1 65 I'NC BANK SAVINGS ACCOUNT (Money Market) . 8. 1/5080031335. ............ .... ...., ... .... .. ..... 411,019 17 Interest to D.O. D......... . ... .. .,. ... ......... .... ,. ..... 11 53 9. CEl'A United Methodist: FB(.lerHl Cl'edH IInion Principal....... t..... ... ... .... t...,.,..... .. ....,. l,739 47 Dividend to n.().D....................... . ... ............ .. ,.... 18 55 Death Bene f i. t s. . . . . . . . . . . . . . . . . . . . . . . . . . ... ............ .. ...,. lRB 27 10. Two Promissor Notes ($500.00 e/lch) redemption Central Pennsylvania Con f e rence - United Methodist Church. . .,',..... 1,000 00 C') 1/:\ f'! i, ~ ~j N (Xl t0 [, UJ {~: r;.\ ,Ji,?'$ UU 147.106 34 [~~:,,"A.O:I,~R,~l~I.L""j MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 11013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS .. REV: iicjf - EX -Ai' p - i (iif: 97-; "iloi'"i c r "oF" i"N'Hi:ii if ANC!' i'" AX - A'piiii A'i sEMiil'r; - Ar.rOWANC E - b-Ii -", - - - - - - - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX !!STATE OF HEISER BENJAMIN F FILE NO. 21 91-0915 ACN 101 DATE 05-18-98 , /) -II ~ aUREAU Of INDIVIOUAL TARES IfilttfMIUNCt 'AIC DIVISION tlI::PT, Zl0601 tlARRISIlUMG, II" 11lla-06ot COMMONWEALTH OF PENNSYLVA~JA DEPARTMENT OF REVENUE ,l"d NOTICE Of INHERITANCE TAR APPRAISEHENT, ALLOWANCE OR DISALlOWANCE Of DEDUCTIONS AND ASSESSHENT Of TAR WILLIAM A YOCUM 3001 MARKET Sf CAMP HIlL DATI ESTATE OF DA TE OF DEATH FILE NUMBER COUNT V ACN 05-18-98 HEISER 12-05-91 21 91-0915 CUMBERI.AND 101 PA 110 n TAR RETURN WAS I I X) ACCEPTED AS fiLED ) CHANGED RESERVATION CONCERNING FUTURIl INTEREST - Sill RIlVIlRSE APPRAISED VALUE OF RIlTURN BASED ONI ORIGINAL RETURN I. Roal E.tato ISohadula AI ell 2. stock I and Bondi (Schedule 8) (2) 5. Closely Held stock/Partnership Inter'lt (Schedull C) (31 4, Hartg.g.a/Hot.. Rlclivable (Schedule OJ (4) S. C.ah/O.nk n,pol1tl/l1hc, p.,.lon.1 Property (Schedull E) (S. b, Jointly O"nad Propar\Y ISohadula f) (61 7, Tr.nlf.,.1 (Sch.dull QJ 171 I. Tot.l An.t. .00 ,00 ,00 ,00 147.106,34 .00 ,00 (8) __ APPROVED DIlDUCTIONS AND IlXIlMPTIONSI " Fune,.el E~pan..*/AdM. Costs/Hisc, Expan.as ISchadula H) 10, OabtI/Hort,.,a Llabllltla./LI.nl ISohedul. II 11. Tot.l Deduction. 12. Hat Valua of Tal< Raturn 1S. Ch.rit.bl./Qov.rn~ant.l a.qua,ts; Non-.lactad 9113 Tru.ts (Schadule J) I~, Nat Valua of [ohta Subjaot 10 lax 20,886,55 (9)_ nO) (I '* tn-I'd"". 1t.,.'1 BENJAMIN F HOTEl To insure proper cr.dit to your account, sub"it tha uppar portion of thil for" with your tax p6ly...nt. 141.106.3i ,00, elll 112) eUI__ 11~1 '0. AAt. Ii~_ 126,219,79 i2.'62I ,99 II3,597,80 If an .a....m.nt was iaau.d pr.viou.ly, lin.. 14, IS .nd/or 1&, 17 .nd 11 will r.fl.ct figur.. th.t includ. the tot.l of ~ r.~urn. .......d to d.t.. ASSESSMENT OF TAX I 1&. Alllount of Una 14 at Spou..l rata US) 1ft. A"ount of Una l't ta)(.bl. .t Una.l/CI... A r.t. (6) 17, A"ount of lina 14 t.lC.abla at Coll.t.r.l/Ch.. 8 r.t. (17) 18, Princlp.l Tax Du. TAX CREDITSl . ~_..~--_._~~._~. ----~_._..~---_.~- PAYHENT RECEIPT DATE NUHBER 02=24-98 '----AA26918S--- NOTE I ,O~R'OO= 100,975.82 R .06= 12,621.98 R ,15= CUI .-.-- .~....----------- OISCOUNT C' I INTEREST/PEN PAlO (-) 391,59 AHOUNT PAlO -----<---"7-;554 :-24-- ,00 6,058,54 1,893,29 7,951,83 "'" '" .'....1-- -"~ BALANCIl OF TAX DUll .00 - -~~--- INTEREST AND PEN. .00 ~ ----- TOTAL DUll .00 -_._-~.--- If TOTAL nUE IS LESS THAN .1, NO PAYHENT IS REQUIRED, If TOTAL DUE IS REflECYED AS A "CREDIT" (CRl, YOU HAY BE DUE A REfUND. SEE REVERSE SlOE Of TNIS fORH fOR INSTRUCTIONS,) . If PAID AFTER OATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST, ff lif (~~ H' , $ ::"='\ {i~ '0 {1 r::; (l) Ii , a N ~ I') ~j " , t!:J <-,,(! '. ~;:' (!} :08 - wg )> ~1 .r..: \0 AF.SERVAfJOM, E.~.t., of dlald,n"dy!nt Qn or bllar. Olo..blr 12, 19.2 .- If tnv lutur. lnt.r..t in the ..t.t. I' t'ln.f.rrad in pa.....Jon or ,njov..n' to Cl... . (col1at.ral) bln'flat.rl,. 0' ,hi decedlnt .,t.r thl IMPlre'ton of 'nv ..t.t. far 11ft or 'or y.,r., thl COIlItOn"".Uh hlrebV IHPr...h r...rv.. thl rilht to IPprah, and u.... trans'I" Inherlt'not taM" at thl JftWful Cl,.. . (ooll.'.rel) rat. on 'nv luoh future lnt.r..t. PURPOSE OF NOTICE I PAYHENT I REFUND (CR)1 OBJECTIONS, ADMIN ISTUHVE CORRECTIONSl DISCOUNT I PENALTY, UlTEREST I To fulfill thl r.qulr...nt. of Slctlon 2140 0' thl Inh.r't~CI' and E,t.t. 1.1( Act, Act 21 0' 1995. (12 P.S! Section 9140). O.tlch the top portion of this Notice IInd .ubllllt with your paYlIent to the Reghte,. of WUlI prtnted on thl rlv.r.. lia.. ." ~"eke cheClk or lIIoney o,.der paYlbh to r REGISTER OF HILLS I AGENT A refund of e tlM ClredJt, which WB' not rlqua.tld on thl TeM Return, .Iy bl rlque.ted by co~letlnA en "ApplJcltJon for Rlfund of Plnn.Ylv.nle Inherltancl and E.tat. r.M" (REV-Ill!). Application. ar. .v.ll.ble at the Offlc. of the Regl.ter of Wlll~, any of the 23 R.venue DJ,trlct Office., or by c.lllng the lpIClI.1 Z4~hour "",wiring .ervlc. nu~b'r' for farM' ordlrlngl In Plnn.vlvanl. 1-800~362-2050, out,ldl P.nn.~lvanl. Bnd within 100.1 Harrl.burg .re. (111) 7a1~a094. roo. (117) 772-2252 (H.~rJng I.p,lred Only~. A,lY p.rty In lnter..t nut .ethfl.d with the app,.eh..ent, al1owanc. or dhaUowlnce of deducUon., at ........nt of t.M (Including dl'count or Inter..t) ~. .hown on thl. Hotlc. .u.t obj.ct within .IMty (60) d.y. of rlcllpt of this Hottel bYI ~-wrltt.n prot..t to the PA Dlpa,.t..nt of Rlvlnul, loard af ApPlal., Dlpt. 2.1021, H.rri.burg, PA -~II.ct1on to hlvl thl lI'U.r dlterllJnld It audit of the account of the par.onel rep,....ntatlv., --app.,l to the Orphans- Court. 17128-1021, OR OR F.ctual error. dl,covered on thl. ........nt .hould be .ddr....d In wrJtlng tOI PA aepart.lnt of Revenue, Bur.au of IndIvidual TaMe., ATTNI Po.t A.....~.nt Revllw UnIt, Dept. 280601, Hlrrl.burg, PA 17128-0601 Phone (111) 781-6505. s.. p~gl S of the booklet "Inttruotlon. for Inhlrltano. TaM Return for a Re.tdlnt DYOld.nt" (REV-ISOI) fa,. an IMplanatlon of IdIlJnl.tratlv.ly corr.ctabll error.. If anY tftM dUe I. paid ~ithln thr.. (3) c.llndar .onth. aftar the decedent'. death, I flv. perclnt (SX) dltcount of the taM paid 11 allow.d. The 15" hM """..b non-pa"Uclpatlon penalty it (lo.putld on thl total of the tlM Ilnd Inter..t .......d, and not paid bafor. January 18, 1996, the fJr.t d.~ .fter the .nd of tha taM a.n..ty period. ThJ. nan-partioipatlon p.nalty J. app.alable In the ta.. .anner and In the the .... tl.. plrlod a. yoU would app.al the taM .nd Intere.t that hll b.ln .......d .. Jndleatld on this 1"l0t1Qe. Intar..t I. charlld beginning with flr.t day of d.lJnqulncy, or nln. (.) lonth. .nd Qn. (I) day fro. the date of d.ath, to the dati of p.~..nt. TaMa. Mhlch b.ca.. dlllnquent blfore January 1, 1'12 b.ar Interl.t at the rlta of .1M (6%) p.reltflt per .nnu. Cllcuh\.d at a dalh rut. of .00016(,. All taM" which blc... dellnqu.nt on and Iftar Januery 1, 1.82 will b..r Int.r..t at a rate which will vary fro. callndar y..r to (;allndar year with that rat, Innol,"eAd by the PA aepart.ent of Rev.nue. Thl appllcabll Intlr..t rat.. far 19a2 through 1996."'1 . '!!!! tnter..t Rate Dally Inter..t Factor !!!r InUr.1t Rat. Oalh Int.r..t Factor 1912 20)( .00054a 1917 ,;.: .0002"1 1915 16)( .000433 19aa~I'91 11% .000301 1.14 11)( .000301 1992 9% .000247 1985 13" .!l005S6 1993-1994 7;': .000192 1916 10" .000274 1995~199a 9" .000241 ~-Inta,...t II calculatad .. followlI INTEREST . BALANCE Of TAX UNPAID X NUNBER Of DAYS OELINQUENT X OAILY INTEREST fACTOR .~Any Notice 1..u.d .fter thl tlM bleo... d'llnquent will refllct In Inter..t ealculatio" to flft..n (15) day. b.yond the date of the ........nt. If pay..nt I. .ade .ft.r the Int.r..t cO'putatlon dati .hown on the HottCll, IddlUon.1 Intlr..t lIU.t be calculat'd. COMMONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE BUREAU OF INDIVIOUAL TAMES INIII:RllAHC[ TAl( IlIV1Sl0H flU", IftObOl ItAIUusntJRO, I'A 11IU-Of.ol NOTICE OF INIII'RI1ANCr lAM APPRAIf>f.HHII, ALLOWMI<:f UR DIHLl.OWMICI Of DEDUCTIONS AND ASSESSHlHr or tAX 05-18-98 liE! SER 12-05-97 21 97-0975 CUMBERLAND 101 \~:~~,:~:A,~:~')~~~~"~~~~IO(.~~~j MAKE CHECK PAYABLE AND REMIT PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT IIOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS ~ rEV: i. 54-" - EX -A F P - i ii9= <i'i Y. NOW cr. n~."i NHi;iii;: A Me P. - TAX. APPR iil S F Mf' NT"; -Ai. i-ow AN6 f, - OR -. - - - - -.. - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX BENJAMIN F FILE NO. 21 97-0975 ACN 101 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN WILLIAM A YOCUM 3001 MARKET ST CAMP fll L L PA 17011 ESTATE OF HE I SER TAX RETURN WAS: I XI ACCEPTED AS FILEO RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN 1. R..I E,tat. (Schedule A) 2. Stockl and Rondl ISchedule 8) ~, Cla..ly Held Stock/Pllrtnerlhlp Inhrl.t (Schedule C) t" Harty_ges/Noh. Rlol1Yebll ISchedule DJ S. c..h/Bank neposHs/Hilc. PlrlOnd Property (Schedule E) ~. JoIntly Ownod Proporly (Sohodulo Fl 7. Tr.nll..1 Ctchodul. G) 8. Totol Alloll APPROVED DEDUCTIONS AND EXEMPTIGNSI ,. F\.Inlral El<pan.../AdM, cOlts/Mile, Explnllll (Schedule H) 10. Dobh/Horlgogo Lloblll Uoe/Llonl CSohod"lo 1) 11. Total Deductions 12. Nat Velu. of 'aK R.turn 13. Charitable/Govern"'lnt.l Bequuts, Non-al.ctad 9113 Trulh 14, Not V.luo of Eliot. Subjocl to To' NOTEI If an aBBeBBllIent was iBBued prBviously, lines reflect figures that include the total of ill ASSESSMENT OF TAXI 15. Amount of Llno 14 ot Spou..l rolo 115' 16. Amount 01 L1no 14 Io.obl. 01 L1nool/Clon A rolo 116' 11. A,"ount of Una 14 b)(Bbla .t Colhhrll/Cl... It I,.t. (17) 18. Principal T.~ Du, TAX CREDITS I PAYHENT DATe 02-24-9'0 .__.._._._~_H_~__~'_ ) CHANGED 11) (2 , 13 , (4) IS) 161 In .00 .00 .00 .00 11,7.106.34 .00 .00 (8) RECEIPT DISCOUNT 1+' NUHBER INTEREST/PEN PAlO C-) AA269'liiS--- ----.-397."59- -----7;'554.24 191 110) 20.886.55 .00 ClI , 112' 113' 1141 ,~~lL 1~<Vf.~' UHH' U '" nt.'" BtNJAMIN f C5chlduh J) DATE 05-10-98 HOTEl To inJurl proper credit to your Iccount, lubmit thl upper portion of this forn with your hl( paynlnt. 147.106,34 ?O.886 ~~ 126.219,79 12.621,99 113.597,~ 14, IS and/or 1&, 17 and 18 will returns aBsessed to date. .00 X .00, 100.975.02 X .06, 12,621,98 X .15, 1181_ .00 6,058,54 1,8~3,29 7.951.83 AHOUNT PAID - ~:;::.~;::~:;:~~ -7~'" .:: _j _~_"H'____'..'_~ ._~~._--- TOTAL DUE ,00 -. ~-- . IF PAlO AFTER DATE INOICATEO, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST, If TOTAL DUE IS LESS WAN U, NO P~YHENT IS REQUIRED, IF TOIAL DUE IS REFLECTEO AS A "CREDIT" tCR), YOU HAY BE DUE A REfUND, SEE REVERSE SIDE OF TIllS FORH FOR INSTRUCTIONS,) , 0- ~ t. ~ .. ... . \ I \ . I I I 1 tlIST WILl, ANIl 'n;S'I'Mumr OL~ :' '. 1l~;NJMIlN I'. 10\ lSliR I, IlIlNJI\HIN 1'. I\JHSllll, of tho.llorough of Now Cuml>edlllld, ~~~Ji;~~lj::,(:'- County i of'Cuml>edand and Stute of l'ollnuylvunlo, I>olng of soulld mInd, "\Omory and undol'stnndillg, do herol>y mako, pul>lish and declare this as and for my , ! i' Lalit Will and Tostament heroby revoking llnd 1I~11d.ng voiu any and all olhcf Wills I>y U\O at any tlmo heretofore I\lade. 1. I direct that my Executrix, hereinafter na\l\Od, shall VUy all my just uel>ts and funeral eKpenses IlS 60011 as convenienlly, Inay I>s dol\e aftof my docea60. i II. I L,.I"j'""".",.,,,,,,.,, I""., AU tho rost, rosldllO and rO\ll11inuor of my ostllte, whethor lf~,:',-: .' ';, ;. t,;.' !i:',' " ,t, ' . ,;. ,\' ' t ~ '. " '>,' , : ' , ' ..' ' , ' . i" real, porsona1 Or I\lixou, and whoresoovor sltuato, I horoby give, uovlse and I>oqueath unto my wife, H!lllIlL 1. IUnSIlR, if sho !lul'vivos mo I>y a period of thirty (30) days. If she doos not survlvo mo I>y n podou of thirty (30) days, thon lhis gift to hor shall be dlvestou alld I thon give, devise and bequeath my ontiro ostato, whother roal, porsona1 Ol' mixod, anu wherosoever slluate as follows: cAULKINS, my small coltage 10calou 011 Lot No.5, n[\mou 1l1l'l'IIIlL, c: ~',,,t\,\, t 1:,/..1 ',!J.\o I' ~'\",l\.; -: I' , ',' ' ~.." 'r ~':,C:,:'::', ,,:"',: ,':":::;(". In:Contral Oak lI,lil\hts, in tho Township of Kelly, County of '''~_I'' ,;U.,> " ~"'," , j" ,. ...., .1I,l 'i" ,,' " ~"tr..',:1'~;':'f'~~:--i.,~;\,l":'Io/;'~;\-' ~ ' :_ '.~" I.'~l ",,' ~ ,"'" " f~' "', {',', '. ','\ ' . ....~tr'/ }:r-~~TJl.ti\'-~t{"..,\~., ,'." ' , " '..' :~<I~(~i;~~~;\\~,:{:,~.';~~s;:,;}::~,I,\~:B):ly,.~,I!\I,~.,:,a,I~~ ,~\~tS~,~WSl1vorwaro Dorvlce for o~~~~~. (B~. (a) 1 glvo and boqueath unto my uaughLor, SYLVlA ANN .II'" t" "," ", (b) I dlroct my IlKllClltl'lK" herolnaftor nomod, to soli all tho roat, rooidllO and l:o\ll"i\l(lor of illY oatale, whothol' real, porBonal Ol' \III.Ko<l, n\l(l whorosoovor situaLo and lO uivido lho not ,_' '" ",'f '.1'1 , )1, , , " 'i\hY," '; ;'t'. I~ \, 1.,',,1- . , ' '-: 0'" ..,........_..,..~....._...;7.-,...'.".,....'~":-,.,..""..,.......-..,,; :-', PNClBANOC SI\VlNGS ACCOON'J.' '5000031335 000 Balance: Mabel I. lI",ise~ or Ben F. lIeiser $44,019.17 'f' $11.53 acc~ued inte~est Established 12/26/96 Sincerely, ~!L~~ ~.. 1-000-7G2-1775 (ff3) 000,., f ~ ~ ~.. ~ 0 II ~ f ,.. o.()O ~, " 2G,33G'34 + 6117'40 + HltC:04'63 + 2G'67 + 10,E2()'15 + 26-73 + .1O,C28'15 + 25.16 + I 10,C04'63 + 26'67 + Hh804 '63 + 26'67 + 1(',<;'41'87 + 1.65 + (14,01\)'17 + 11'53, + 01G'~t1~.'ne..... .11,1,,100'05 * Page 2 of 2 Feu [,41 HEISl:f1,IlEI-I F, 39 HOLLYHOCK COURT HC~OS^GUA, FL 94440 CLP^ UIIII, 'jd I-1\'J lllud I~; l A(;l,;uUIII II !:,,( I (\t!III(; l,ud()t;I' P I'U'l'i ou:" Un I (111(;0 " 'n U D I', I dPllIJ - ____.__.__~--.--,-..-..~--.....-....~--.~..--..--.-.". ,+_~._,..,ou" Da l.l I fJnid 111 t \'11 t hdl"I\Vm ;. IJ <11 1lI1C: 0 01 In" /qo . I G./H', ',t t 1 6nu.,.)'() I _ L. .. 07/01/% t 10,04 ; t 1 '/tJ\j .:11,1 01 /01 /97 .;. I 'I 1 n t , 11 ~_~? , ,\;.1 . 0'1/01/9,/ . 17 . 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D I' !JalU I" ~04i6'"ll'ccuuii~~~_~~n;';~"^~~~-W'111~;"W~ -J~",uliiAWi<i=(JI_-=:====] 3400012076 Cl1NnE~ AeeT ,ICUST, NO. AMOUNT $ r 1(\,[\1I11,_~_, STOMEn NAME AND ADDRESS E!1TI\TF. of BEN F HEISER DlieD C/O SYLVI/\ /\ CAULKINS 39 HOLLYHOCK HOHOSI\SS/\ FL 34446-5433 -1 ~ jhcl-l'D.~~ u..-o/U AUlllbmzw lIV _J 11'0011' .: '1 200",1,00 ~t:O 2 2 'ICJ 50000DI,r,[,II' -- ('I '\ ,I~' }". 'I ,', ...........~.- co"e""l"" GENERAL LEDGER 0 E BIT ont. (-Oiioo046.6l 'GCiiUN~;~^k~;!E! Cl:e""^NCE WlTltD"^w~~---](j"iOi"^wiOiii'FiG" _1 1'/10 - U(l~(, 022795 34000120'16 10, f\n~ 'l" \ ;1 eONAEA AeeT leUST, NO, 'AMOUN1' $ \ S TOMEn N"ME AND ADDRESS 'l ESTI\TE OF BEN F HEISER DECO C/O SYLVI/\ /\ CAULKINS 39 HOLLYHOCK HOHOS/\SS/\ FL 34446-5433 ~. I" ~~ ' AU1HORIZE HV J 11'0011' I: '1200'"1,00 ~I:O 2 2 'Iq 5000001,\':,1311' ._, .-., ---".. DOLlAns CENTS CHECKS ~;:: \ 1 ~/4Yf\1~-lf\ r\.F.ME LIST I lOa I'" 1 1 ron cnEOIT TO THE ACCOUN1 N"MEO HEIIEON "'^"^1flY ' ,-, ":' I. '10 om ~~L s~~,~:~o __CJ2_- /0, 'i('g '1113 .;L \'.w-~~~~ ~~~~::~~~=- ~~:~~r1~! . \ ~'Ql:~Q_Q 0 ~_0to_tJ \ 0 If 0 , ~~ESS...cr.sI' ~~IVF.O "." \:.." . , iXUECKtNG U sr.VINllS "_.~;~ OEPOSIT $ L. <6 L,~ ~ LJ. (p ~ 11llS OEPOSfl IS ACCEPTED SUBJECT TO VERlFICMION "NO TO TIlE RULES "NO REOULr.TIONS OF THIS B"NK, DEPOSITS MAV NOT BE "W,llABlE Fon IMMEOIr.TE WlTIlOR"WAL, DEPOSIT TICKET lr MOnE lllAN !l CIlH;~S lIS10N R^C!l: ^ND ENlffl TOI^l .:r PNClBANK 1:""Oq,,,qq ~Ol: TllfT S'I'M1' CO ACTION PROD CODE DDA .__,_, STFn 1 TIlF ~'RANSAC'rION S'I'/ITEMENT ~'bRMAT 98/01/23 11.16.05 40 OP 50 MS 50961 LAS'!' PAC!!: OF TRANSACTIONS PAGE 2 ..'.--...., ,SEARCH FROM THRU ACCOUNT (514 0 0 2., 902 ) SHUR'!' NAME H/!JI SER BEN F pos'r E:f'FEC1'lVFJ CHECK NUMBt1R TRAN 'I'RACE 10 DESCRIPTION · 1<'103 00019973362638122 . J2/05 r~GEN09712050000(420 INTEREf>T PAYMENT · 1~/05 I-GEN097120500002421 CALCULATED SERVICE · 1 (./05 I-GEN097120500002422 ~ 12/12 27371145 ~ 12117 I-GEN097121700000a01 · 12/17 .00 D PH00093 OUTSTANDING ITE. '. 12/17 0 221,!5969 WITHDRAWAl. REFER~ !t. NO. 22125969 PF: 4-TOi' 5-BOTTOM 6-INQ 7-SB B-SF 9-'ASUM 10-T;1.IG 11-CU'1'0 12-XTt'D .'EPRESS CNTL/F7 '1'0 RETURN TO BANCSTAR l,eTN 1823039851\ AMOUWI' D/c 927.00 C SOC SEC 24.52 C BALANCE SSll. 18,917.35 US TREASURY 303 18,941.87 16,()() CIlARGB 16.00 C SERVICE CHARGE VlAIVL TO REI,ATIONSHIP 74B8 6,696,00 D CHEC.K 7488 REl'ERlmCE NO. 27371145 ... C o 18,925.87 TYI'E HN 18,941.87 PI.ICING 12,245.87 \'1 'I 'J ' .. I> ,I "', ,~-" , 12,253.49 12,253.49 .00 . . -8T8M E 8 /.. /;J /' . (<. L,;:;!~-c:,~-"I'!, -..--. ) " ~. ..-/' --\ ,t: f ) h. '~.:::";':'-":'__--:--'. .' o :J: z g\ij ~ l-- ~ \ - Et:J ~ I I'> t- O- f;l Ul o ~ ~ ~ fj 't:!,:} \:~ ~V ll' II' ,!:~ I~: ~1' ,: :~: c. (?;.o. .;lr-... ~'. 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RmA.iA~.E KNOW ALL MEN UY TIIESE PRESENTS. that SIlER YL CAULKINS I'ETIUlQUIN, a benefioiary in the Will oruEN Ii, IWISER alk/aIJENJAMIN Ii, (lEISER, deceased, hereinal\er rerelTed to liS UEN F, !lEISER, of Upper Allen Township, Cumberland County, PA, docs hereby acknowledge that iishehas had and received orand from SYLVIA ANN CAULKINS, Executrix of the Estate ofl3EN F, !lElSER. deceased, the lilllowing: $14,902.16 (Fourteen Thoussnd Nine Hundred Two Dollars and Sixteen Cents)---------------------------------- She It hereby accepts the above in full payment, settlelllent and satisfaclion ofils share inlhe Estate of Bhe BEN Ii, HEISER. deceased, In consideration of said payment, it docs hercby release, el\onerate and discharge the above nallled SYLVIA ANN CAULKINS, El\eculril\, her heirs, executors and administrators or and rorthe payment albresaid, and or lInd 11'0m any and all other accounts, suits, reckonings, claims and demands whatsoever on account of or by reason or the administration or the Estate of BEN F, !lEISER, deceased, or of any olher cause matter or thing whats~~;ciJ:) the dale of these presents, ~(f/ tJ ({uJ4-tA'~ M~~ IN WITNESS WHEREOF, I have he,:eunto se~:hand luubmtll\ll~AGNE~~ or / "~j~ Ii'l COMMISSION ,c'O"56'11 ? 'b EXPIRES JUN 26, 2000 C:ldo'0er 7 ,1998,. ,~ BONDEDTHRU , ,f..-"::.f '.1', ANTIC ~ONDINGCO-, INC. ~ O. UX''C''\j?/V (SEAL) '~~-k(r-..J (omee or position) Of (lrr)'\j)~ ~9. C\lr.lO STATE OR COMMONWEALTH OF ) ) COUNTY OF _ ) On this the Day of , 1998, before me a Notary Public, the undersiglled officer, personally appearcd Sheryl Caulkins Petrequin Known to lIIe to be the person whose name is subscribed to the within instillment, nnd ncknowlcdged that executed the snmo for the purpose therein contained, and had authority to do so, IN WITNESS WHEREOF, I hnve hereunto set my hand and Notarial senl, Nolary Public RELEASli KNOW ALL MEN BY THESE PRESENTS. that AD OF PENSIONS of the Central PA Conference of the UNITED METHODIST CHURCII, a beneHciary in the Will of BEN F, HEISER alk/a BENJAMIN F, HEISER, deceased, hereinafter retcrred to as BEN F, HEISER, of Upper Allen Township. Cumberland Counly, I'A, docs hereby acknowledge Ihat it has had and received of and from SYLVIA ANN CAULKINS. Executrix ol'the listatc ofllEN F, HEISER, deceased, the following: $6.380.56 (Six 'I'housllnd Three Hundred Eighty !lollars and Fifty Six Cents--------------------------------------------------------------- 1\ hereby accepts Ihe above in (hll payment, selllemenl and salisfaction of ils share in the Estate of BEN 1", HEISER, deceased, In consideration of said payment, it does hereby release, exonerate and discharge the above named SYLVIA ANN CAULKINS, Executrix, her heirs, executors and administrators of and for the payment aforesaid, and of and from any and all other accounts, suits, reckonings, claims and demands whatsoever on account of or by reason of the administration of the Estate of BEN F, HEISER, deceased, or of any other cause matter or thing whatsoever to the date of these presents, IN WITNESS WHEREOF. I have hereunto set my harld and sealthis)7 Day of (L<--'-S,.L}::, ,1998, 'k~ }1u, J)~AL) \:~'o.LJ __(office or position) Of STATE OR COMMONWEALTH OF ) P~,.vAiw' ) COUNTY OF i)"'r"'" .----- '. ) On this the t-l Day of It"ilr ' 1998, before me a Notary Public, the undersigned officer. personally appeared J),~ J j" 'l Known to me to be the person whose name is subscribed to the within instrument. and acknowledged that executed the same for the purpose therein contained, and had authority to do so, IN WITNESS WHEREOF, I have hereunto set my hand and Nota 'al !ll\.Yill.Sll KNOW ALL MEN BY THESE PRESENTS. that ALBRIGHT COLLEGE, a beneficiary In the Wl1I of BEN fI, HEISER alk/a BENJAMIN fl. HEISER, deceased, hereinafter referred to as BEN F, HEISER, of Upper Allen TownRhip, Cumberland Couoty, PA, doeR hereby acknowledge that it has had and received of and from SYLVIA ANN CAULKINS. Executrix of the Estate of BEN F. HEISER, deceaRed. the following: $3,190. Z9 (Three ThollRund O\\e Hundred Ninety Dollars and 'I'well ty-N ine Cen ts) -------------------------..------..----------..--- It hereby acceptR the above in full payment, Relllement and satisfaction of its Rhare in the Estate of BEN F, HEISER, deceaRed, In consideration of said payment, il docs hereby release, exonerate and diRcharge the above named SYLVIA ANN CAULKINS, Executrix, her heirs, executors and administrators of and for the paymenl aforesaid, and of and from any and all other accounts, suits, reckonings, claims and demands whatsoever on account of or by reaRon of the administration of the Estate of BEN F, HEISER, deceased, or of any other cause mailer or thing whatsoever to the date of these presents, "A IN WIJNESS WHEREOF, I have hereunto set my hand and seal this.>i'1 Day of /!vG-IJS"- , 1998, /) ~l Paul Oil. zer Jl~9n\lUV9 'l .(SEAL) doffice or position) /k.~R/tM{ ~I-efJE .~}~ 00~ ~O~~~~f:ALTH OF . COUNTY OF i f\e r II. c; Of ) ) ) On this the'J..1'~ Day of I-IJ'l..J ~+ ' 1998, before me a Notary Public, the undersigned officer, personally appeared p~, u \ 6 cl <.1.e n"o:J'c Known to me to be the person whose name is subscribed to the within instrument, and acknowledged that executed the same for the purpose therein contained, and had authority to do so, IN WITNESS WHEREOF. I have hereunto set my hand and Notarial seal. Nota~~/3'E~() Q~ Notanal Sual Kalh~ l. Calonc9111. NotAry Public A..cling. Berks County My Commi8slon "'pires May 1,2000 Momhp.r Pllntl~lJhl,1fllfl AlIq(lf1litllnn of Nntarlas