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CERTIFICATE OF DEATH
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'1~ INH::~r~E~1E J~~D\EJ~RN . ~?H:!C!fiDIlIICLAI"'ED' . u____.
COMMO"W""H m ''''''''IVAN'' (TO BE FILi:D IN DUPLICATE I '. I I 'J"7 Ill.)'l"
O[P4IllMfNI 0' ~EV(NIH I . . 'J 0
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~ (KJ I Originol Return [-'] 2. Supplllmtlnllll RellJrrl [ ,) J, Remainder R,turn
Jll!S~ Ifor dUll' of death prior 1012.13,821
~fl1 r~J 4. Umited E11ato [] 40 Future Intere" Compromhe IXJ5, Fflderol EIlote TOK Return Rlquired
:cct9 (for dotlu of death alter 12.12.621 I
uEca ~.l6, Decedenl Died TetlaltJ [.1 7, Oe<edenl Mainlalned 0 lilfing TrUll ._~8, Tolal Number of Safe DlIpOllt Raul
(Atlach copy ~f Willi (Attach copy of Trull)
ALL CORRESPONDENCE AND CONFlllENTIAL TAX INFORMATION SHOULDBE DlriECTiDro;-~--------'
NA~-r--- . COMPlflJ MAiliNG AODRI"
lU.chard C'. Snulhllkl'r, Esqu:lrt.-' SllL~lhH(ur, I rt'I1Il('mHIl & Spar!'. P.C.
filfPwmE NUMBER --..--...,-------------.....-....,- . -- tltf .W('Hl: ,~1ntll ~)~('t
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1. Real b'ate ISch,dule AI (I 1 ,.. .,l.I"f)_..QQf.bSlJL,n____ c ,
2 Slack. and 8andl (Schedule 8) ( 2 1 .1 "QJQ...2lJ_JU___________.__
3, Clalely Held S'ock/Parlne"hlp Intere" ISchedul. C) 131 __,.1!..6)..LQ~. 6~__________,,_
4, MortgogtJs and Nolet Rfu:eivablo(Schodulo D) ( 4 I .. ""__'~____.__,..h.__...._
5. Cash, Bank Depositi & Mis<ellaneous PorlorlOl Property IS l __~_._ ....~.. ...____~_~....._..~
(Schedule EI
6. Jolnlly Owned Property (Schedulo F)
7. Trolllfers (S<hedultl OJ fSchedulD l)
8, Tolol Gron Auell (Iota I lines 1.7)
9. Funeral hpenses, Administrolilfe COSIS, Mhcellaneous
EKflenses (SChedule HI
10, Dflbts, Murlgage Liabllitiln, liens (SchftdulD I)
11 T 0101 Deduction, (tolol lines 9 & 10J
12, Net Value of Estelte (Line 8 minu, Linfl III
13, Charilable and GOlfernmentol Bequests (Schedvle J)
14 Nel Volue Subj\!ct 10 TOK (line 12 mi.nus line _13)
IS. Spousal Trans/en (IOf dates of deoth offer 6-30,Q4)
See lnttrutlions lor Ar,plicoble Pefcen'age on Relfe"e
Side. (Include Ifclue, rom Schedule t( or Schedule M,I
16. Amount of lilli) 14 tOkable ot 6% ral.,
(Include volue, Irom Sc.hedula K or SChedule M,l
17. Amovnl of Lino \ 4 taKable 01 15% rote
llndude value, from Schedule K or Schedule M,l
18, PrindpaltoK duelAdd lall from Unfl' 15, 16 Clnd 17.)
19, Credits Spoulol Poverty Credit Prior Payrnenl1
n_____________ + 2QQ....Q'OJ1..QQ +.l!h_QQQ.ill) - ________
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1,588, QQ5. 61; _ .___-'_
122,497.61
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(14)
125,338.01
-.h 46 ?tii6 I~___.___
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1.4~.2 ,667 ._~J______
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1161
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1171 __L.46~!~!'_~~~___._<15 =
219,1100,14
(18) ____1.12 , II QO_, II!
Discount
Intere,'
1191
1201
210,000.00
----_.._..._.,._._--~_.._-~-.__..-
20, II Line 1 Q Ii great.r than line 18, enler lhe differenCe on Line 20. Thil il the OVERPA YMENT.
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9,1100.14
Chuck l1efe tf you afe requostlng 0 refund of your oVltlpnymenl
21. If line 18 Is greater Ihon Line 19, onMr Ihe difference on Linl'l 21. This is the TAX DUE.
A. Enter Ihe intereSt on the balance duo on Une 21A.
8. Enter Ihe lotal of line 21 and 21 A on Line 218, Thli 's the BALANCE DUE.
Ma~. ChlC~ Payable tOI Regilt" ~! ~~II.~ A,'nt _ ....__...,._._
1211
121AI
12181
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~ .. BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -C-C
I perjury, I declare lhat I have eKominod thi, return, indvdirlg clc<omponying 1chedulos and state mont" o~rllo IhO Dell of my knowledge and belief.
on Ie. I declare that all real OSIClt" ho, been r(lpOrled ot IrUll market Ifolve Dflclarcltion 01 preporer olhor Ihon the periorlal repruenlolllfo 1\
o otlO f which prepnrer has any k,nowledge,. .. __ ..." , .., .. ., ., _ _ ~'_._ ____....___
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S~~L_~l~~)~N~~I"C. H~cllUn~~sburg, 1'1\ 17055-0318 r-IJLI9B
By: /~~
WHEREAS, the Conditions of Sale read at the auction are
incorporated herein by reference thereto, a copy of the text
thereof being attached hereto;
NOW, THEREFORE, in consideration of these presents and the
mutual promises, terms ~nd conditions set forth herein and
intending to be legally bound hereby, the parties mutually agree
as follows:
1. Seller agrees to sell, grant and convey unto Purchaser,
and Purchaser agrees to purchase, buy and accept the conveyance
of all that certain real estate premises more fully set forth in
a certain description thereof attached hereto, marked Exhibit "A"
and incorporated herein by reference thereto and herein called
"Rea 1 Estate".
2. Purchaser
of $ /1r."OOO,oJl
for said Real
follows:
promises and agrees to pay to Seller the sum
as the full purchase price and consideration
Estate (hereinafter called "Price") payable as
A. $5,000.00 upon the execution and delivery of
this Agreement, receipt of which is hereby acknowledged
by Seller (hereinafter called "Earnest MoneyN); and
B. The balance of said Price, to wit:
$ / / I, oat). C2..rJ ,to be paid to Seller in guaranteed
funds at the time of final settlement as scheduled and
provided in Paragraph 3 hereinbelow.
J. Final settlement of this transaction shall be made and
held at the office of SNELBAKER, BRENNEMAN & SPARE, P.C., 44 West
Main Street, Mechanicsburg, Cumberland County, Pennsylvania 1.7055
on the lOth day of September, 1998, at 1:30 o'clock P.M.,
prevailing time, time being of the essence of this Agreement, at
which settlement the following shall take place:
A. The parties shall adjust the taxes and charges
for public utilities and municipal services, if any, on
said Real Estate as pr.ovided in Paragraph 4
hereinbelow.
B. Purchaser shall pay to Seller the balance of
the Price as required under Paragraph 2 hereinabove.
C. Seller shall tender to Purchaser a properly
drawn and duly executed deed describing said Real
Estate, intending thereby to convey good and marketable
title in fee simple with covenant of special fiduciary
warranty, free and clear of all liens and encumbrances
except (but subject to) (1) all rights-of-way and
. easements, visible upon inspection of said Real Estate
-2-
or of prior record, (2) building ~nd use restrictions
of prior record, and (J) the rules, regulations,
classifications and restrictions of any zoning or other
land use ordinance, resolution or statute applicable to
. said Real Estate.
D. Seller shall deliver possession of the Real
Estate to Purchaser.
4. A. All real estate taxes on said Real Estate for the
respective current tax years of the taxing authorities shall be
adjusted and prorated between the parties as of and to the date
of final settlement as scheduled and provided in Paragraph J
hereinabove, with each party paying to the other the apportioned
amount of tax prorated to such party's ownership of said Real
Estate based upon the tax year(s) of each such governmental
taxing body.
B. The periodic charges, rents or fees of all public
utilities or municipal services providing services to said Real
Estate shall be adjusted and prorated between the parties as of
and to said date of final settlement, with each party paying to
the other or the billing entity, as the case may be, the
apportioned amount of such charges, rents or fees the apportioned
amount prorated to such party's ownership of said Real Estate
based upon the respective billing period of each servicing
entity.
5. The parties agree to pay equally all realty transfer
taxes which may be imposed upon the conveyance of said Real
Estate at the time of final settlement, Seller to pay one-half
and Purchaser to pay one-half.
6. Seller assumes the risk of loss to any improvements on
said Real Estate by fire or other casualty until final settlement
as scheduled and provided in Paragraph J hereinabove, and agrees
that said improvements shall remain in substantially their
present condition until said date of final settlement, reasonable
wear and tear under the circumstances of Seller's use of said
Real Estate being excepted, and, if not, Purchaser may rescind
this transaction. Subject only to the foregoing, Purchaser
agrees to accept said Real Estate in its present condition Uas
is", and it is further understood and agreed that Seller makes no
warranties of any kind or nature, express or implied, as to the
condition, dimensions, suitability or use of said Real Estate.
Purchaser acknowledges that he has inspected the Real Estate and
agrees to accept the same in such condition and further agrees to
be wholly responsible for any repairs or improvements which may
be required for Purchaser's future use of said Real Estate.
-3<<
Seller is a fiduciary under the Real Estate Seller
Disclosure Act (Act of July 2, 1996, No. 84) and is excepted from
making a disclosure statement under said Act, and Seller hereby
states that he has never occupied the premises being sold
hereunder and lacks personal knowledge necessary to complete the
disclosure statement which would otherwise be required under said
Act.
Further, Seller has no reports or records about lead-based
paint and lead-based paint hazards in the property and has no
knowledge about the paint and any lead-based hazards.
Lead Warning statement
Every purchaser of any i.nterest in residential real property
on which a residential dwelling was built prior to 1978 is
notified that such property may present exposure to lead from
lead-based paint that may place young children at risk of
developing lead poisoning. Lead poisoning in young children may
produce permanent neurological damage, inclUding learning
disabilities, reduced intelligence quotient, behavioral problems,
and impaired memory. Lead poisoning also poses a particular risk
to pregnant women. The seller of any interest in residential
real property is required to provide the buyer with any
information on lead-based paint hazards from risk assessments or
inspections in the seller's possession and notify the buyer of
any known lead-based paint hazards. A risk assessment or
inspection for possible lead-based paint hazards is recommended
prior to purchase.
Purchaser hereby waives the opportunity to conduct a lead-
based paint and/or lead-based paint hazards risk assessment or
inspection for the presence of lead-based paint and/or lead-based
paint hazards.
7. This agreement is not subject to any contingencies not
specifically stated herein.
8. If for any reason the Purchaser should determine the
need for a current survey of the premises, the cost and expense
thereof shall be borne exclusively by the Purchaser.
9. If Purchaser shall fail or refuse to make final
settlement as required and scheduled hereinabove, Seller may
cancel this Agreement and retain the Earnest Money paid hereunder
as liquidated damages, in which event Purchaser's rights
hereunder shall cease and terminate and Seller shall have the
right to further own dnd dispose said Real Estate free of any
right of Purchaser thereto or therein, or, alternatively, take
such action at law or in equity as ~ay be appropriate.
-4-
EXIIIBIT 1\
LEGAL DESCRIPTION OF REAL ES~
ALL that certain House and Lot of Ground situate in the
Township of Upper Allen, County of Cumberland and Commonwealth of
Pennsylvania, bounded and described as follows, to wit:
BEGINNING at a point in the western line of Oakwood Avenue (50
feet wide), which said point is in the division line between Lots
Nos. 118 and 119 on the hereinafter mentioned Plan of Lots; thence
along the division line between Lots Nos. 118 and 119, South 62
degrees 36 minutes West, a distance of one hundred thirty-five
(135) feet to a point in the line of lands now or formerly of
Benjamin Shelly and wife; thence along the line of said lands now
or formerly of Benjamin Shelly and wife, North 27 degrees 24
minutes West, a distance of one hundred twenty-four and eighty-six
one-hundredths (124.86) feet to a point; thence North 79 degrees 3
minutes East, a distance of one hundred forty and seventy-six one-
hundredths (140.76) feet to a point in the western line of Oakwood
Avenue, aforementioned; thence along the western line of Oakwood
Avenue, South 27 degrees 24 minutes East, a distance of eighty-five
(85) feet to a point in the division line between Lots Nos. 118 and
119 on said Plan, aforementioned, at the point and place of
BEGINNING.
BEING Lot No. 118, Block "F", in a certain Plan of Lots known
as WEBERCROFT, which Plan is of record in the Cumberland County
Recorder's Office in Plan Book 17, Page 45.
HAVING thereon erected a one story, brick and frame dwelling
house, known and numbered 19 Oakwood Avenue, Mechanicsburg,
Pennsylvania.
BEING the same premises which Paul T. and Violena M. Shearer
by their deed dated June 8, 1967, and recorded in the Office of the
Recorder of Deeds in and for CUmberland County, Pennsylvania, in
Deed Book "J", Volume 22, Page 464, granted and conveyed unto
Joseph A. Helsman, who died on December 5, 1997, and whose Executor
is the Seller herein.
UNDER AND SUBJECT, NEVERTHELESS, to a certain pipe line
easement and right-of-way which extends in a general east-west
direction, immediately adjacent to and parallel with the Northern
property line of the Lot herein conveyed and having a width of 17.5
feet, as is more particularly shown on the aforementioned Plan of
Lots.
UNDER AND SUBJECT, FURTHER, to the following restrictions and
conditions:
LEAD-BASED PAINT / LEAD-BASED PAINT HAZARDS ADDENDUM
TO THE AGREEHENT OF SALE (FOR RESIDENTIAL DWELLINGS
BUILT PRIOR TO 1978)
DATE OF AGREEMENT OF SALE:
July 27, 1998
RE: PROPERTY: 19 Oakwood AV(!lluu, Uppur Allen TownBhip (l1echanicBburg 17055 Post Office),
Cumburland County, Pennsylvania
SELLER: Estate of Joseph A. Helsman. Deceased: Richard C. Sndbaker, Ex(,cutor
BUYER: LViii.! ~. 5~FT~
Lead Warninq Statement
Every purchaser of any interest in residential real property on which
a residential dwelling was built prior to 1978 is notified that such
property may present exposure to lead from lead-based paint that may
place young children at risk of developing lead poisoning. Lead
poisoning in young children may produce permanent neurological damage,
including learning disabilities, reduced intelligence quotient,
behavioral problems, and impaired memory. Lead poisoning also poses a
particular risk to pregnant women. The seller of any interest in
residential real property is required to provide the buye,!;" with allY
information on lead-based paint hazards from risk assessments or
inspections in the seller's possession and notify the buyer of any
known lead-based paint hazards. A risk assessment or inspection for
possible lead-based paint hazards is~ecommended prior to purchase.
Seller's Disclosure (check only one):
o Known lead-based paint and/or lead-based paint hazards are
present in the property (explain how Seller knows of the presence,
where it is located and as much information as Seller knows about the
condition) .
DO Seller has no knowledge of lead-based paint and/or lead-based
paint hazards in the property.
Records and R.ports Available to Seller (check only one):
CJ Seller has provided Buyer with all available records and reports
about lead-based paint and lead-based paint hazards in the property.
(List documents below.)
rn Seller has no reports or records about lead-based paint and/or
lead-based paint hazards in the property.
Buyer's Acknowl.dqment
~'s InHials
Buyer acknowledges receipt of all
information listed above and the
pamphlet Protect Your Family from Lead
in the Home.
Risk A.......nt or Inspection
Buyer acknowledges that Buyer has the opportunity to conduct a risk
assessment or inspection for the presence of lead-based paint and/or
lead-based paint hazards within 10 days of the signing of the
Agreement of Sale by both Buyer and Seller (unless Buyer and Seller
agree, in writing, upon a different period of time).
Buyer'. option (cheCK only one):
rn Buyer waives the opportunity to conduct a lead-based paint and/or
lead-based paint hazards risk assessment or inspection for the
presence of lead-based paint and/or lead-based paint hazards.
CJ Buyer elects to conduct a lead-based paint and/or lead-based
paint hazards risk assessment or inspection for the presence of lead-
based paint and/or lead-based paint hazards.
A. Within days of the signing of the Agreement of Sale by
both the Buyer and Seller, Buyer, at Buyer's expense, shall
obtain a risk assessment or inspection and shall deliver to
Seller (or Agent for Seller) an assessment/inspection report
(insert ten (10) unless Buyer and Seller agree upon a different
period of time). Failure of Buyer to deliver the report within
this time is a waiver to Buyer's rights under this contingency,
including the rights to obtain the assessment or inspection and
to be released from the Agreement of Sale.
B. Within the same period of time (see A above) Buyer may deliver to
Seller (or Agent for Seller) a written notice listing the
specific existing deficiencies to be corrected.
c.Seller may, within five (5) days after receipt of the written
notice, elect in writing whether to correct the condition(s)
prior to settlement. If the Seller will correct the condition,
Seller shall furnish the Buyer (or Agent for Buyer) with a
certification from a risk assessor or inspector that the
condition has been remedied. If Seller elects to correct the
condition prior to settlement, Buyer will proceed with the
purchase.
D. If Seller fails to provide written notice of Seller's intention
to correct within the time for doing so, Buyer will:
i. Terminate the Agreement of Sale in writing, in which case
all deposit money paid on account of the purchase will be
promptly returned to Buyer and the Agreement of Sale shall
be null and void; or
ii. Accept the Property without the corrections requested by
Buyer.
"
-2-
A
lJ S OEPARTMENT OF IIOUSING.fllI I 'flUAtI nEVEI (1J'MENl'
SET T1EMEN1 81 A TFMEN1
-.----------~-------------.--.-~.--.~_.O<~___~._.n.
------------.....,.
CORNERSTONE
LAND TRANSFER, INC.
OMO NIl 2502.0265
till I Plio
1\lllllfll/lIlt
5 West Main Street
Shlremanslown, PA 17011
Phone: (717) 730-9664 Fax: (717) 730-9665
IJ I VI'E OI-l,OAN
i"ilflIA-----"---~_,TfMIrA-"---- ... -jTic()NV"iiNINS-..
.i..L!~~_~_______ _~! I COIN III';
h rill M~":~l~;~ 2 ;- .~r'-i{-;;;il'-IIIM~fil-----
1l-;~l(JIII 'il',j~(':A!ii:,.ji)'-"'''' ..----- ,..".-,--,-.., --..-..~--'".__.-~...~-
. _~__._...o~~~,_._.. ..._.._..._...~___n~_'..."n.~,._______.... ..... .o<._.___~'.__ "~..___,__. ._.__ .__________~..,.___.__..". ...
C NOTE, T1I1810ll" Is 'wnw/lUd to ylVO you lllllillorllunl 01 aclllal ~olllll/THH\1 CO~;'!i ^mOlml!i paid 10 and bV IIllJ !iOUl;J;;;~~;;lo;;~i~;~I~-;;';il;~~1l
'(fl () C )' Wllftl pUld O\lbidu 1110 dOIWIU Ihuy iHlISlioWlll\tHU lor IflftJIIIIIIIIOl\ilIIIlIrPO!i(H; ilncl UftJ tt(jlUICllldod III 11111 lrllllhi
.._~~,-,-,-~.._-~-~-_. . .,......------.-------,---.-....------- .... ..,-.-,--"., -, ~
o NAME ANO AI1DnE~lS or lInnllOWl:II' E ',lAME Atoll) A[i(lIlf!;S (IF !II:! I Ell . -T "MM!: ^"iOAf;r;n8~fliil.JOEfi.--- ,
l.'lNN A, SllllAf,'[,'I!:f( H ICIIARI1 C, GNIlI.llAKI!:Ii
IlXIWlJ'I'OR I"OR TilE I!:G'I'A'I'I!:
(lI>' ,IOSIlPII A, IIlll,SMAN
-~_____~_._o,._.__.._____.~_____..__ _.."....__._____.-_.. .... __.__,_____.
n "'IOI'HHY I DCA lH1N
II 'if" TI 11,11111 ACWT I ""TllUIEr", DATI
.. a__ __ _.. . .'......____.. ..__...._.___._.
19 OAKWOOD AVENUE
UPPER ALI,EN TOWNSIII P
CUMBERLAND COUNTY
C()RN~,RSTONI!: LAND TRANSFER 0'/ /31/98
..---__.___._.__.__.___.o_._._...______.___._.~,________._'_
PI AC(: or ~llnIU.-IUH
5 W, MAIN STI<EIl'l', SIlIRltMANSTOWN PA 17011
J, SUMMARY OF BORROWER'S TRANSACTION; K, SUMMARY OF SElLER'S TRANSACTION;
10D GROSS AMOUNT DUE FROM BORROWER ---------~--,,----- -"If' o Ro-iiii AMOUNTDUE TO SELL-E"'iI"'-'-----
101 Conlrncl'nlospnca . ~'- ---=-~16'!T(jO:~QQ.~" '-I~r":,,()nl"'ClsaIO'-~;.G:~,, -:~-=-_. --: ~-m=o..
.~_ Personal properly ____ __.._.._....__ __._ _~.. 40ll~~!!>onill proper.ly ~
10~, Salllamanl ehorUII' 10 borrowor Ilrno I~~'!L___ _________,.!~'Ql.:,~Q" ~~~" ____'__"___"________,_____._~_ ____ __,
to" 'IlH
.- -_._.-..--._-_._~---- .._..~-_._.._--~---------~-_.__. ----------.
t05 ~O!,
Adjustmenls lor ilems paid by sollor jn~vanco-~'~-'~~-' -..-----.-A.cijIHil'norlls..jor ilom!> paiJl)y sollofi;l advanco
Inl) Cilynown la)( ,;----.- -..---- 4011 CHyrro-';l-I~)( . to. --.
Io7CO"l\IYI"~ 07/31/981012 /31/98 -----131~Q~j"- .:'~~-'2~~~~~ 1'<---.Q7 /317981012/31 /98 :----]3r.oO
1011 A~sossmonls 10 -101t AS(,O~~/J\()rlhl 10
IDU sellooL 017'3' 1/9810 06730799 ~-f26:?_'y 8 _ _~U!l "Cllo~.Q.:?_73 ]79 ~IO 06/3-6799
'-~-'-'-'-_.---'-~---"'---- -----~..........._~--.._-~___.__~__o__~
110
III
10
,11(1
10
- ----_._--_.~ _.__._--~-------
,II'
112
_.._--~_.._~----------
-It?
'"0 GROSS AMOUNT OUE FROM BORROWER
118900,48
<ell GROSS AMOUNT DUE TO SELLER
20D AMOUNTS PAID BY OR IN BEHALF OF BORROWER
- -
~Ol Doposlt or earnest money
202 Principal amounl of new 'oanes)
20:1 Exisllno loan(s) taken sllbjecllo
20.t
5000,00
IiDD REDUCTIONS IN AMOUNT DUE TO SELLER
!,1l1 Excess doposlI (sHa illslrllCliolls) -
',02 SDlllamonl charues 10 ,allar (line 1400)
..---. -
[,o:t Exisling loan(s) taken subjocllo
bO'l P<-lyoll 01 Firsl MOrlgag(jlj;ujl
2D;
!lO!> Payoll 01 Second MOflgaoo Loan
20r.
bOti
2.,
20a
i'OlJ
j,OI
!>()1I
bOll
Adjuslmanlli for lIems unpaid by sellar
2 to ClIvfT own lax to
211 COlli'll)' tal( 10
212 Assossmonls to
21:1 9CIIOOl, to
r>lo Cilytrown till(
hll COlUlty lal(
[>l2AsSllssmonls
hi:! RCllool,
Adlll~lf1lon's lor Hums Ilnpaid by sollor
10
10
10
10
214 &101
mSfIR,p 3~ 3/M ~/1 =7(Jl" ---- _._._~~, 33 . :l;:-SWR:~ 3 ~-~37W7!l- 7/31
<"fl
l.lfi
?II
--... ----,-------- -_.'._--~-_..
hi'
218 !dll
'"
.. --~.--_.__._-~. -------_.~--_.._----_._----
!,tU
.--...- '-------~____,__. ____~~_.__...m__~_______.________..
220 TOTAL PAID BY/FOR BORROWER 50,) 3 , 3:J 1,"0 TOTAl. REDUC.'ION AMOUNT DUE SELLER
-______ -----.-___0.__- ___________._____.__~__
'JOO CASH AT SETTLE MEN.' FROM OR TO BORROWER oall CASH AT SETTLEMENT TO OR FROM SELLER
-., ".." ..'",,", ... ",,'" ~",""'"",'"' '" 1- :1 ' ~~07JC"- -',,"'",..,'",""" '" ..i;;!", ""--.j
a02 Lost; amounl pnid i;yllor horrowor (line 2201.__.~.Q~~.: 33__ ~~;~~.~~lllcl~on ~llour~l fhHI_:~lflrJ~o 5~_ '
:lOJ CASH (IX] FROM) II I TO) SORROWER 113 B 6 7 . 15 fill.1 CASU (00 TO) II I FROM) SEll,ER
----:4 ~:~-d.1. ~;1jZ--' -------------------------.---------------- -
:",7~,~,....":.. - -.. ---- ... . - ,~I(..4lf:-~
117398,
7567,29
109831.69
LIS DEPAfil MEN I OF HOUSING Aim IIlHlAN IJI,VUOPMUH
___________ SITII FMFNl !>IAlIMINI
L, 6ETTLEMEUT CIlARGES - 9805 2T-""--'--------u---'--------'--'-"'---"---'um -----pMfTFR-o'j;r-
100 ~OTAL SIIL"ESIBROKER'S COMMISSION bmdon prlc';"'.--------IT6"'oolr:-ij'o-------- ---,-, BORROWER'S
~Dlv-;S;O;;-OICo;nrni..ionllino 700) as lollow. "'----Tota17------$C):--6o------ FUNDS AT
701 S '--io------w-------'---------'------"---"
111~1 s -.. ..--~-----.--..~~-~.-'------._~,.-- _.._____~___..n
"i~;;G;nmllu~i(mpnl(f(;i':.~.~~~.~~il;ll~=-==,:..=.:':==~~~~~-_=.:~_~.',~ .~~,._....."::..~.::~~~-_=-=~_~.._,_.__. __~_~.~,_.w.__~~.~___.
104
__A ... __..._h___~___.__._~_______.___..
flOO ITEMB PAVABLE IN CONNP.CTION WITt! LOAN
ii~l'l.oal) Oi'i,jinnllo;P;;----~--.----o/;'---.~~------~-_....-..-.------~,-----~.- ~_._-----
00;' I.ourl Oiscollni-'-----'-~-..--.-o/:-._-.--._-... -.--.-.-----.- -.------.--.
flO) Al)pralsnif~ol;.--.--.---.---._.....,-........---. '_H..__~_.___.~..,....... ._w
tlo:i--(~ro(lit nlJl'Orll~ .------... ~--- m. -- . -- ~____~____~____w_.___~~~.. ---.---
605 l.ondols Insp-OGtl()jIToo--"-------...~n-.. .-.--~-----~------..-.--~-.~~~.-... --- ---._~~--
tWu ._Mortgngo ~n5u,:im:o Allpji'(iaiTonTti(; l(l-.'m-.-..-...-.--.-...--'"---~---.--.--.-....-.---.----------------~ ______w___...._.._ '__'_4~_.__
OO! A~Sl.llnpllnll Fau - -,------c-------------~__~~_
.IIOII--.------.-~------.."..,-.---..---.-.--------------~--~,.,.-
--.........-- -."--..... .-..--....-----.----
flOO
_.__._....._.~--
UIO
-----..--.-..--.-.
flll
uoo''''IIEMS REOUIRED BY LENDER TO BE PAID IN ADVANOE-'-----------
., "..... ""'--" 1311' 8 -'"01/) 11' 8 ..-:::~-::-_~, ~ ._--= =-----
()02 Mortgago lnstuanco PromlllOl lor 1n0 10 --
~!.~~~:?!~+~~~!.!~~~o f)ro'n.~~! !~______=__1!~_~___~==__===~__~___ ____.
~~~__________ ____~~_~o ------
905 . --~ ---- -
100(j REiiERV"ESDEPOSITED WITH LENDER FOR ---------" -- ------
;OOI'i~az:;i(I-lnsu;aflce-"--'ni~) @ f.--.--..-.---- linn
-~--_.._-_.-
1002 Morlgfl\Jt) Insurance 010 @$ Imo
;.OQ)-Cllyrrowni~-l<--.- rno.~--.__./ilm_-----.-------
io;;;-coiii;iYlax---.-------m;@--r-26~-OTIno-----------'-----
1005 Asses~n)llllts 010 @ $ Jr1l0
;006 ----- mo @$ 115,4 7 In;~
1001 mo@$ hno
~---. 010 @ $ .-----~-~.-~-'-.~-
i IOO....TIT-LE CHARQES------------.--..--.---.---.---.-.--.----.~-'~.----- -~---
i"iOlsalllon~.ni or closing '..,0------ CORNERSTONE LANDTRANS F'jj:
1102 Abslraclol Iiilo so arch 10 CORNERSTONE LAND TRANSFEl
1103 Title 8l<aminalion to
1104 Tille inslIranco binder 10
1105 Documont proparation 10
1106 NOla,y loe, 10
1107 Ailorney'. lees 10
(lncludos above Hems No :)
1108 Tillo Insurance 10
(inchlCles above IIams No .)
.---.. --
1101l I ondor's coverage $
j'\iO Ownijr~s covorage $
1111 DOMES, RElLA
1112 TAX CER'l'
1113
------_._---~---------------_.,--
12DO GOVERNMENT RECORDING AND TRANSFER CHARGES
1201 Racorcllno fellS: Oo-od $ 25 .50-'-Morlgage$--
1202 Cily/collnly lax/slamp.. Deod $ 1160 , 00 Morlgaga $
;203 Slate lax/.tamps DDed $ 116 0 ~ 0 0 Mo,lgage $
1204
200,00
100 , 00
NOTARY PllBLIC----
4,00
6,00
CORNERSTONE LAND
._--~'--------_.
116,000
----------CORN'ERST-ONE-- CtiNb--TRANS FER
---CORNERSTONE LANDi'ifANS FER
--------..--------
10,00 10,00
2,00 -------
MISe $
::5,50
1160,00
1160,00
1206
1300 ADDITIONAL SETTLEMENT CHARGES
1301 S\uvoy ._....__.___._~.
1302 Pesllnspocllon \0
iJD,'98799 SeH
\30'1
MARLINA-:-YOI-i'Fr;-SR,
1357,96
1305
I~!OT AL SETTLEMENT CI-iARGES (onlol on linos 10J itll~_502, SOCIIO~.~~~_~.~l(1 K) ____
1501,50
2533_96
l'illUtulolUfUllllll6t.W Itlltolllly 19 iU9Unlod l'y SulllUllltwl -"uufi!lu/ tllU IIULlHIU:Y fll !llIltIlIIlIUUflIIHtII~I!lHIIJy nIIIHI.. th ~IIOWII IIll II",: 1;Jl), I .3"WuOiUI,: 5~IlIIHlll,j,t !iulllul!~u,,' Auollt tllIrllby ..,1I...tv
/ltlll/VIlIi Iho ,lUl,llu dUJlo!lI' allY IlfllUlfllh r.tllluf.hHt It" dl~h\usllrnh'll Ul II/I Ifllurosl IHHllIfIUllt;i;UlIl,lU\" IllIl(lI,llly ulswu(lul"lll<rliollllll<llu l'1l11lilIHly Irllurus!!lo 1111111111110 ils (1"""1 lIu(;uurJI 1l.1IIddllion.1
llOIllIIl\lll.lltlHlIllII ill> lilJrVICU9 III thl~ 1'llhS..I;llllll
tlUD CERTIFICATION OF BUVERS AND SELLERS
Ilul'.'o carollllly (o....lowod 1110 HUD.\ Slllllomonl SliJluHHml "lid Iv llio bu~1 01 lilY j.;llow1udllO Mid hollol, iI i~li lruu dntl ilcuWillo slalomolll or all rOGulpts anel dISblllso,"OHI~
m~Oi ,nv .ocullnl bV rn~ In 1I1:"~.~~n 1~;d;i""I' 11,.1 I I,.vo '",'01",,',' c"pV ,,11I,u IHI[J I S"III""",,' $1"lurn",,1
'l-l......~- .a--::-. '-.-i:7Ff::~--':~----
"""Y":"'"''''''.'''''''~'''''''''' ~412tt2~ o1~;;~1:
=.^"""~""''''''''' ';"q;J"W~:""~!~ ~r; _k~~dq~~~)iB,7~V' 1!t
'~~t'i'/{"'/'("( '~):''';;I?W I&"'JiZ/ '0?~~)"""~"'~,,':'~':':'::I:'.~"'''.''''':~!Z'i'f~/?' "=_:'~~':~:~~:~=":~':,,~:'" "". "",,''''''''
!lullhlmnlllAUlllll n.lltl
WAII/II/j(i II Hi ill;/illllllu IInHWlIllJly 1lI1lku ,..lMII t1liltonlUhl~ 11I1I1l! \hllhtd ~,l<,h'h 11f, 1I11~ I"~ "I", ~IIIlILIII"III! l'oIl1"IIIO~ 111"1111;\111'(10.11011 L,jllllll.I'Hh! illlllt! 1!1I111f111.,ISOfl/lIlHII I ,I' dll""I~ ~uu
lllh. lit 1I!i end;i Sodlon 1001 ilnd fiu\:llun llltlJ
IIUO, 1 fI,\~ !I/t1li
~j"~
~.C\
....,. ~
COMMONWEAlTH Of PENNSYlVANIA
INHERITANCE lAX REtURN
._____~!!.OENT Dfi.!DENT _.8._____ ..__.._-._.-,.....'H'_
EsTATE OF --~-----'-------"--"--------~-'----
tEV,1.503 0: + (4.061
SCHEDULE B
STOCKS AND BONDS
,_,_~,,',,","'C____,,_,.._"""_'" -. ,.---'-
- -~_....,","-'---~-'~'''--'~---------- -.-
--"'FILE NUMBER
~.~_.---"
_.__u___,_
..~__._,~_._.....______..__m__'_"~'__~_.''''_'''' .__..___......._....'_,___._. . . n'_ ,. .'u___'___, ~,~. ._,_..__._.'___.'.,,__..____~__..._..m."'_
~,'!..!'op.,ty i!1n.!'.~:0.~~_,_~_ wl~"_R.'!h_!!'_~~~~...~.h!~_~u~t_h..dll~lol.d on 5ch.du~_F:I_____u"'_ ______________'
ITEM
NUMBER
2.
3.
4.
5,
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.
23.
24.
25.
26.
27.
m:LSNAN. Jusl'ph 1\.
21--9Hl97H
DESCRIPTION
VALUE AT DATE
OF DEATH
..--. -----.-...-. . ._-----~- ....,...-.----.-..-. ,......----....-....'.-.---..
$ 2,407.63
------~_.._~~_.'------_..- -
1.
A.P. Green Industriss, Inc. (CUSIP 393059 10 0) - 206 shares
common stock @ 11.6875
Archer-Daniels-Midland, CO. ICUSIP 039483 10 2) -- 9,271
shares common stock @ 21.375
Burlington Northern Santa Fe Corp. (CUSIP 121.89T 10 4) -
257 sharea common stock @ 94.5625
Central and South Wsst Corp. (CUSIP 152357 10 9) - 222 shares
common stock @ 21. 4063
csx corporation (ClISIP 126408 10 3) - 430 shares common stock
@ 54.0625
DQE (OUIlIP 23329J 10 4) - 150 sharss common .tock @ 32.9688
Eohelon International corp. ICUSIP 278747 10 0) - 12 share.
common stock @ 21.6563
The Energy Group PLC (CUSIP 292691 10 2) - 22 American
Depositary Shares @ 42.375
Equitable Resource., Inc. (CUSIP 294549 10 0) - 505 shares
common stock @ 32.25
Federal-Mogul Corp. (CUSIP 313549 10 7) -- 1,916 shares common
stock @ 40.6875
Florida Progress Corp. (CllSIP 341109 10 6) - 180 shares
common stock @ 35.0625
FMC corporation (CUSIP 302491 30 3) - 200 sharee common stock
@ 72.84
FPL Group (CUIlIP 302571 10 4) - 200 share. common stock
@ 55.125
Gallagher Group PLC (CUSIP 363595 10 9) - 1,886 American
Depositary Share. @ 21.5625
General Public Utilities Corp. (GPU) (CUSIP 370550 10 5) -
266 shares common stock @ 39.4688
The Hartford Steam Boiler Inspection InSUl'ance CO. IIISB
Group, Inc.) (CUSIP 40428N 10 9) - 400 shares common stock
@ 52.844
McDermott Incorporated (CUSIP 580033 20 7) - 100 shares Series A
S2.20 cumulative convertible preferred stock @ 36.375
Mobil corporation ICUSIP 607059 10 2) - 800 shares common stock
@ 73.125
National City Bsncorporetion (CUSIP 635312 10 1) - 166 shares
common stock @ 29.25
Newport News Shipbuilding, Inc. (CUSIP 652228 10 7) - 33 shares
oommon stock @ 24,7188
Premark International, Inc. ICUSIP 740459 10 2) - 150 shares
common stock @ 26.4688
Rayonier, Inc. (CUSIP 754907 10 3) -- 100 shares common stock
@ 48.5005
Rohm and Haas company (CUSIP 775371 10 7) - 400 shares common
stock @ 92.6875
santa Fe Energy Rssources, Inc. (CUSIP 802012) - 287 shares
common stock @ 11.25
Sun Company, Inc. (CUSIP 866762 10 7) - 427.065 shares common
stock @ 41. 3438
Tenneco, Inc. (CUSIP 88037E 10 1) - 166 shares common stock
@ 44.1875
Tupperware corporation (CUSIP 899896 10 4) " 150 shares common
stock @ 25.0625
CONTI NlI ED ON FOLLO\HNC: PAGE .,-
I
___~_n__.!_().! AL (~~~~.~.!~~~n~-;'~R~:~~~~alla~I~=~=~~=1~'..
(If more spoce is needed, insert addItional shee's of same si,te.)
198,167.62
24,302.56
4,'/52.20
23,246.88
4,945.32
259.88
932.25
16,286.25
77,957.25
6,311.25
14,568,00
11,025.00
40,666.88
10,498.70
21,137.60
3,637.50
58,500.00
4,855.50
815.72
3,970.32
4,850.05
37,075.00
3,228.75
17,656.49
7,335.13
3,759.38
HELSMANBDS
ESTATE OF JOSEPH A. HELSMAN
u.s.sAIiINGSaONDS
INVENTORY
12/5/97
FaoB Inue Certificate IlIue 000 IntereDt
. No Amount Price Number Date Value Earnod
1 100 00 75,00 C365847431E Feb-59 712.60 63760
2 100.00 75.00 C370317376E Apr-59 712,60 63760
3 100,00 75,00 C372334019E Jun-59 686,96 61196
4 100,00 75.00 C372334501E Aug-59 693.56 618,56
5 10000 75.00 C372334993E Oc\-59 687.64 612,64
6 10000 7500' C373537496E Nov-59 687,64 612,64
7 10000 75.00 C373537964E Jan-60 689.20 61420
8 100.00 75.00 C402192506E Mar-60 70:3.84 628.84
9 100.00 75.00 C405710002E May-60 683.32 608,32
10 100 00 75.00 C405710515E Jul-60 68452 60!1:52
11 100,00 75.00 C408064063E Sep-60 699 04 62404
12 100,00 75.00 C408064634E Oct -60 678.68 603,66
13 100.00 75.00 C410455203E Dec-60 680,04 605,04
14 10000 75,00 C410455742E Fob-61 686.56 611.56
15 10000 75.00 C410808102E Apr-61 67424 599.24
16 10000 75.00.C410808458E Jun-61 676,24 601.24
17 10000 75.00 C415196037E Aug-61 682,68 607.68
18 100.00 75.00 C415196700E Sep-61 690,32 615:32
19 100 00 75.00 C415265457E Nov-61 670,20 59520
20 10000 75.00 C417859351E Jan-62 672.12 59712
21 100,00 75.00 C418512037E Mar-62 683.56 608.56
22 100.00 75.00 C418512830E May-62 663,60 588.60
23 100,00 75.QOC411898751E Jul-62 665,32 59tf32
24 100.bo 75,00' C420525463E _~ep-62 676.48 601.48
25 10000 75,00 (;4229763101: Oct.62 656.1:l0 581.8'0
26 10000 75,OO'C427540150E Dec.62 659:48 584:4-8
27 100.00 7500 C427440073E Feb-63 66588 590.88
28 10000 75,00 C427440959E Apr-63 649.44 574.44
29 100.00 75,00 C427571680E Jun-63 654.36 579.36
30 100,00 75,00 C429651443E Aug-63 660.80 56580
31 100,00 75,00 C441322225E Sep-63 663,96 588,96
32 100,00 75,QOC441322995E Nov:63 64460 569,60
33 10000 75.QoC441382792E Jan-64 648,60 573,60
34 10000 75.00 C443684608E Mar-64 657.96 582.96
35 100.00 75.00 C445985576E May-64 638.76 563.76
36 10000 75.00 C446079429E Jul-64 643.00 56800
37 100 00 75.00 C449569339E Aug-64 649,28 57428
38 100 00 75.00 C450520223E Oct-64 633.32 558 32
39 10000 75,00 C452021136E Dee-64 637.40 562.40
40 100,00 75,00 C453174071E F eb-65 584.64 509 64
41 100,00 75.00 C453174958E Apr-65 570,36 495.36
42 10000 7500 C454911810E Jun-65 53912 464.12
43 . 10000 75,00 C457136876E Jul-65 539,12 464.12
44 100 00 75.00 C458082399E Sep-65 539.24 46424
45 10000 75.00 C458083000E Nov-65 524 88 449.88
46 10000 75.00' C46264 7621 E Jan-66 512.52 43752
EXHIBI'f A '1'0 SCHEDULE E Page 1
. "
~fUMMAS
G,lATett.lj .JtO'rE;
34 WEST MAIN STREET
MEC~ANICSBUAG, PA, 17066
APPRAISAL
Phon.: 766,9422
1-' - 'j ~
APPRAISAL
Approi.al For: --- """ --- -,' ''"--",,--'' _"__,,m__'-- , ~-- -- -
~,aJe.. ~ ~+. ~\-sWG.\f\
----_.__._~.._._....-._..._.._. .__._-~~
b~\~ ~,^-~\:, ~~~-\IO~
q') L~~ ~-~ 0'~ "l-,L~
\.Jy.~\- ~ QL'-~ L~~ \')j),llkno&\~-
5'0 ~6 \~ ~\~ \L~~ ~ -?,.'Sw<
~~_ ~\'5.CO
4"0 \'('(\'l\~ \-\1(,\ ~~ ??c\.. ~C-.~
~ 0~ ~ CL ?-'1:&~ ~ \V'I
'~ C-~ ~~.d)
~) ~"s ~~\\~ ~'l\~'G ~
. ~- \l ~~- W:L~~~
~~V\ Cl~ ~ \<~~. ~~~
Thl\ approlsolconSlllules our corefull.,. studmd OpH'l.on of
Jhe ISI,od replacement CO\, through our fOCllities
~:he dl"1f~"" solesnorure value
o. 16 orllcle(~l descrlt:)ed ObOlf8 Insofm 0\ the moun'lng(sl hCllfe perm1llod
EXHIBIT B 'TO SCll"'DULE E ObUH'IQtlon Wfl onume no Ilnbillt.,. With fe~pec! 10 on.,.- nellon Ihot may bn
~ token on the bO\I\ 0 1\ opprcwJol
,t.lJv\,~__.
.W,1Ill U. 1'.111
~j~
COMMONWf"UH O' 'INN'VlVANIA
INHU:lTANC! TAX UTURN
'1I10INIOICIOINI
mATi o~
1 SCHEDULE H
FUNERAL EXPENSES,
ADMINISTRATIVE com AND
, MISCELLANIiOUS_ EXPENSES
ITEM
NUMBER
PI.al. Print or Type
iBER
21-97-0978
HELSMAN, .Jo'H!ph A.
DESCRIPTION
1,
A. Funllol Expen"I'
Malpezzi Funeral lIome, f,"1<' 1'/11 Hl'rvl CUH
2.
B.
1.
2.
3,
4,
C.
1.
2.
3,
4,
S.
6,
7.
8,
Ouk Lawn Cuml'll'ry AHsodation, lnlornwnt east.
Admlnl.tratlve COlt11
Personol ReprolOntotlve Commilllon,
Social Security Numbe. 0/ "-"anal Representative:
Year Commilllons paid -
168 - 26 - 3631
Attorney Fees I Sndhaker. Brenneman & Spare, r.c.
Family Exemption
Claimant
Addre.. of Cloimon' at decedent's death
Street Addroll
Relationship
City
State __ Zip Code
Probate Fees I Regisle I' of Will. of Cumberland County
MllceUaneous EMpenle"
Register of Wills: filing fee re lhls relurn
Chuck Bricker, Auctioneer: household goods appraisal
Cumberland Law Jourm!l: advertiBing executor's notice
Patriot-News: advertising executor'. notice
L.G. Connor Renl Estate AppralHals: real estate Rppraisal
Mumma .Jewelry Store: jewcdry appraisal
Regisler of Wlllsl .hort cerllficute. and certified Will
Karl R. Stine: trash removal aflo\' auction Hale
CONTlNUED ON FOLLOWING PACE --
TOTAL IAlso en'e. on line Q. Recapitulation) S
(If rnoro ~paco h n(lcdcd, Insort l'1ddltlonol3heets of same sile.)
AMOUNT
$ 5,943.119
3,100.00
79,400;00
26,000.00
541.00
15.00
175.00
60,00
69.21
250.00
50.00
71.00
90.00
15-:,JIJ'~(,
COMMONWEALTH Of PINNSVLVANIA
DEPARTMENT OF REVENUI
*
I
C.--
BUREAU OF INDIVIDUAL TAXES
JHRI lANCE TAM DIYISloN
DEPT. 280601
HARRISIURO, PA 17126-0601
NOTICE Of INlmu 1 ANCI' UM
APPRAISEHENT. AllOWANCL OR DISAI.I.OWANCE
(If bEOUCHDHS ANII AUStDD"I'Nl III' TAM
.n"I'47I~'" ut.."
10-20-1998
un SHAN
12-05-1997
21 97 - 0978
CUHBERLAND
101
[..---'''' --~--'''----------~''----:J
Allount bllllled
~-"'-==--~~"'.,.,=--~,,_._~,- ,
---~-~-_.~~.~--
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUHBERLAND CO COURT UOUSE
CARLISLE, PA 17013
CUT ALONG THII L INI .... RITAlN LOWER PORUON FOR VOUR RECORDS ...
il 'EV: iS47. EX.. A;P -- (lit: nr - illit"io i-a" INHiii i UNcI. . TAx. AjijiiiA"tsiiifiiT";- AiXoWANCE -oR---------.,. - - - -..
DIBALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
.HISIt'Il A FILE NO. 21 97-0978 ACN 101
RICHARD C SNELBAKER ESQ
SNELBAKER ETAL
4(1 W HAIN ST
HECHANICSBURIl
DATI
UTATI OF
DATI OF DEATH
FILE NUMBER
COUNTY
ACN
JOSEPH
I'll. 170M
ESTATE OF
llEl SHAN
DATE 10-20-1998
UM "HUR" WAS I I X 1 ACCEPTED AS FILED
!~SERVATION CONCIRNINGFUTUR.-INTIRIIT .~E REVERSE
APPRAIIED VALUE OF RETURN BAIID ONl ORIGINAL RETURN
I. R..l [,.t.t. lS.had"'. A I
2, sto.h and Bond. IB.hadtll. II
5. Clo.lIly Held st..k/P.dn.r.hlp Int.r..t Isohadul. C I
~, ".rtl..../Not.. R.o.lo.ol. IS.h.d"l. 01
S. C..h/lri DepoISh/"h(l, '.rlonal Property (Sohedule E)
6, Jointly nwned Prop.rty ISoh.dul. 1'1
7. Trenlflrl (Suhedull 0>>
B. T.t.1 h..to
) CHANGED
NOTE I To in.ur. proper
oredit to your account,
subMit the upper portion
of this for. with your
t.)( pay..nt,
116,000.00
1.010,913.01
461. 092.63
.....J!.!!..
.00
.00
.00
IB)
III
12)
15)
I~)-
IS)
16)
(7)
1,588.005.64
APPROVED DEDUCTIONS ANQ IXEMPTIONSI
9. Funeral EMP.n.../AdIN, Colt./Hho, (;x,..".., (Sohedul. HI
ID, D.bt.l"urtl.A' Llobllltl../ll.n. ISoh.dul. II
11. Tot.1 Iledu.t1on.
12. Het V.lue 01 Ta. R.t"rn
13. Charlt_le/Oo",.,'...ntel Bequuhl N()n-..lect~d 9113 Trusts (Sohedule J)
l~, Het V.l... .1 ht.t. Stlbj..t to T.M
(9)
110)
122.497.61
2.840,42
I1Il
1121
115)
11~)
1?1i .:';:';A n~
1.462,667.61
-:00
1,462,667.61
will
If .n ........nt wa. i"U.d pr.viou.ly, line. 14, 15 and/Dr 16, 17 end 18
reflect figur.. th.t includ~ the total Df ~ return. a...ssed tc date.
ASSESIMENT OF TAX'
16, A......t 01 1.1"" I~ .1 Spo....1
16. A.........t 01 Un. I't ta..III. .t
17, AMount 01 lln. I~ I..obl. .t
18, rrl...lp.1 Ta. _
TAX CRIDITII
PAY"ENT
DAH
OX-1l2-- 11/48
08"21' 1"'8
NOTlI
rlt.
t lIlftttl/Cl..w A I'.te
toll.I.,'.l/tl... 8 ".ta
I1BI
11(01
1171
.00 X .00=
, 00 X .06=
1.462,667.61 X .15=
I1B)
.00
.00
219,400.14
219.400.14
Rf.CUPT
N""8U
AA21.480(,
AA?4h570
DISCDUNT I + I
INTEREST/PEN PAID 1-)
10; 526.32
.00
200.000.00
9.400.14
AHOUNT PAID
TOTAL TAX CREDIT
BALANCE OF TAX DUE
rlNTEREST AND PEN.
TOTAL DUE
219,926,46
526.32CR
,00
526.32CR
.. It PAUl An,," IlAH INllltATED. SEE REVERSE
f.DR UI tUl AlIOH DI AonlllONAI, INTEREST,
IF TOTAL DUE IS LESS THAN fl. NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICMl, YDU "AY BE DUE
A REFUND. SEE REVERSE SIDE OF TNIS FOR" FOR INSTRUCTIONS.)
A
'91.1 lIGI21
".7
,d
CI;~;;j
(iLlli:
RESERVATION I Estat8S1 of decMtenh dying on or ~.for. Deo,.b't 12, 1982 ~~ if any future Interest In the nt-t" is tnnsf.rrlld
In po.....lon or enjbYHnt to Clan B (collat.taU benIlUolarl.. of the decedent after the 8)Cp1rat1on of any ..t,1;_ for
11f. or for yeara, the Co..onwealth hereby 'x~t..slY r...rv.. the tight to appraise and 8S...5 transf.r lnhorltanoe T'~'I
at the I_fv! CluB B (co11,tota1) rat" on any luch future int.rest.
PtJIlP(lSEOf
NOlI CE ~
To fulfill the r.qulre..nts of Section 2140 of tho Inheritance and Estate tax Act, Aot 21 of 1995. (72 P.S.
Section 9140).
PAV~NT :
Dotach the top portlon of this NoUce and sub,1t 'fith your pav,.nt to the Register of Wills printed on the revene I1de.
-'~"ak. check or .oney order payable tOl REOISTER OF MILLS, AGENT
REFUND (eM) I
A refmd of . tax cr.dlt, whIch was not rllquested on thft Tax Rflturn, Ila!ll be r.quested b!ll cOlItpllilltlng an "App1 '.cation
for Refund of Penns!IIlvanIa Inheritance end Estat. Tax" (REV-1313l. Applications ere available at the Offlc.
of the Register "f NUh, 8O!II of the 23 R4Ivenue DistrIct Offien, or b!ll calling the ,peclal 24-hour
ltflllNerillll s.rvice nUllbers for for.s ordering: In P.nnsylvania lM800-362-2050, outside Pennsylvania .nd
.,ittd" local Harrhbul'g ar.a (717) 787M8094, TOOl (717) 172M2252 (HearIng hpair.d Onh),
OBJECTIOHSI An}' parb In lnter.st not satisfi.d with the apprais."ent. ol1owance or disallowanoe of deductloRl'i, or ........nt
of tax (ino1uding dhoount or Interll9t) as 'hown on this Notioe Must objeot within sb:h (60) days of r.c.lpt of
thls NoUc. by:
uwr.\tten proh.t to the PA Depart..ent of RlIvonu., Board of Appeals. Dept. 281021. H8rrhburg, PA 11l28~1021, OR
ueloctlon to hav. the .aU.r deter.ined 8t autUt of the aocount of the personlll repre.entIlUve, OR
~~lIpp.al to the Orphans' Court.
AllIUM
ISTRATlVE
CORRECTIONS I
Feotual .rrors dlscov.red on this IISS8ueont shnuld b. address.d in wr Hlnll to: PA Depart.ont of Revllnue,
Bureau of Individual Tax.s, ATTN: Post "ssessllent Revlow Unit, D.pt. 280601, Harrlsb~rll. PA 17128-0601
Phone (711) 787-~S05. Se. page S of the booklet "Instructions for Inheritance Tax Return for 8 Resident
Dec.dent.. (REV-IS01) for an .xplanotJon of ad.Jnistr8tivel~ corr.ctGbl. .rrors.
DISCOUNll
If fillY tax due h p,lId within 'three (3) calendar .onths 8fter the decedent', death, II five percent (5:'0 dhcount of
the tal( paid is allowed,
Pl::NALTV:
The lfi.lC tax alln8st}' non~particlpllUon Plnalt!l is cOlQlutad on the totel of the tax and Inter.st au....d, and not
paJd tMlfore January 16, 1996, the Hrlt day lifter the end of the tax aenesb per lod. Thit,. non-pllrticJpation
penalty II ~pealable In the ...e .arlner and In the the ".0 tillS per lad alo !IIOU would appeal the tax and Inhre.t
that has tMlen as/ianed as IndloatAd on thh noticR.
JNTEREST I
Jntara.t is charg.d b.gJnnlng with fJr.t day of deUnqu4mcy. or nIne (9) eonths and one (1) day fro. the date of
death, to ttM data of pa~.~t. Taxes which beCMI. d.linqu.nt before Januar!ll 1. 1982 bear lnt.rest at the rat. of
sb (6iD percent per aMU. calculated at .l\ dall". rat. of .0,00164. All taxas which boca.e d.linquent on and after
JanuIIt~ 1, 1982 .,Ul hur interest at a rate which will var!ll frail calendar year to calendar year with that rata
announced h!ll the PA Depart..nt of Revenue. Th8 IIpplicable Interost rates for 1982 through 1998 ar81
Y!!! Inter..t Rate Dall!ll' Int.r8.t factor ~ Interest Rate Daily Intere.t Factor
1982 20% .000548 1987 9Y. .000247
198] 16% .0004]8 1988-1991 11Y. .000~Ol
1984 11% .000301 1992 9% .000247
1985 U% .000]56 199:S~ICJ94 7% .000192
1986 10% .00027,. 1995~1998 9% .000247
ulntarllt is calculated o. follows:
INTEREST = BALANCE OF TAX UNPUD K NUNBER OF DAYS DELINQUENT K DAII.Y INTEREST FACTOR
--Any Notlc. inued after the tIIx baene.. delinquent wUl rofioct an Interest calculation to flU..n (IS) days
~yond tha data of the ........nt. If pay..nt is .ade aUwr the lntere.t coeputatlon d.'t_ lhown on the
Motic., additional int.r..t Ilult tMi calculatad.
PA'/IIEI!1'1
Detach the top porUon of thh Hotiel. Me! IUtMtt .,Uh your p.~nt lade p.~abl. to the MM .KI IMkir...
'printed QU tt. ra"ar.. at..
1f RESIDENT DECEDENT _e check or IIOMY ordor p.~abhl tOl REGISTER Of WILLS, AGENT.
1f HDH.RESIDEHT DECEDENT aake checloi or IlOMY order paylbla tOI CottttONWEALTH Of" PENNSVLVANIA.
REFUND (CAli A refloRt of III ta)( credit, Nhich N.~ not r~.tt.d on the; Tllx Return, .ay be raquewt.d by (l~ll1t1nt en
"APPlication for Refund of P.nnsyly~l. Inherltenca end E'tate ,.)(" (REY-1313l, Applications ftre a"ali8bl. at
the OfflC18 of tha R.,i,ter of Wills, fnY of the 23 Rav.nue DJstrlct Offlc.. or fru. the Depart-.nt'. 24-hour
en.w.rlng .erv1ca ~rs for for.s orderlnul In Pennlylvania 1.aOO-]62-20S0, out.lde Pennlylv8nla
end ",lthlnlocal Hartl.burg ar.. (717) 767.aOQ4, TUD' 171ll 772.2252 (Hearing Iapalred only),
REPL V TOl
Que,tion, r",.rding errorl Clontlllnad on tnb noUce should be addr....d to; PA Depart..nt of R.venue, lur.....
of JndivJdual 'axe., A'TN; po.t A.......nt RevJew unit, IltIpt. 280601, Harrisburg, PA 17128-0601, phone
(7171 787-6505.
DISCOUNT I
If 8nY ta~ due is paid within thr.. (3) cai.ndar .onths aft.r the decadent', death, a five percent (5~) disoount
of the tax paid Is al10~.
PENAL TV:
The l!i% tax ..."uty non-partloipation penalb 15 eOllpuhd on the total 0-1 the tal( and Jnt.r..t .......d, and hot
paid before JMUary 18, 1996, tM flr.t dey after the.od of the tal( aMity periOd.
INTEREST I
Inter..t h ch8ru-d beginning with fir.t day of dellnqulncy, or nine (')) aonths and one 11) day fr. ttwa data of
death, to the date of payont. Taxa, which bee... delinquent balore January 1, 1982 blar inter..t at thcl rate of
,be (6:() percent per ItnI'lU8 ClalClulat.d "t a daily rate of .000164. All taxelf; Nhlch beCl"O dtlllnquent on 8M aftar
January 1, 1982 NUl bear inter..t at a rate whJch wlll vary frOll cal.nd1tr y."r to ca1endal' yaar tflth that rata
.-.nounoed by the PA Depart..nt of Ra\lenlHl. lhe applicablll Intarut ratas for 1982 through 1998 ar'l
Vaar Intar..t Ratl Oally lntaract Factor Vaar Inter..t Rate Dally Intar..t factor
--
19.'l lOt: .000Sit8 1981 9;: .000241
1983 16% .000U8 1988-1991 11% .000301
1984 11% .060501 199' 9% .0001.41
1985 13)( .000156 1993~ 1994 7% .000192
1_ 10% .000274 1995-1998 9% .000247
--Intara.t I. celculatad a. follow.:
INTEREST . BALANCE OF TAX UNPAID X NUMBER Dr DAYS DELINqUENT X DAILY INTEREST FACTOR
~MAnY, Hotte. I..u.d after the tax bac~. Gelinquant will r.f1.ct In Int.ra.t c.louletlon to fift.-n (15) deW'
beyond the deta of ti'le ........nt. 'if p8Y118rtt II .ltde aft.r the interest cotq)UtaUon date shown on the
Notl"., IIddltlonal Intar..t lIO.t be clllculeted.
/5.;J l.f'.. ?
BUREAU OF INDIVIDUAl, TAXES
I"AI UNet. lAM D1YIliIIOH
DEP1. ZI060.
~lSIURO, l'A 171ze~06Dl
L'--
.
CO~~ONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
EST~TE TAX BASED ON FEDERAL
ESTATE TAX RETURN
In.-u .. ." m.m
RICHARD C SNELBAKER ESQ
SNELBAKER ETAL
44 W MAIN ST
MECHANICSBURG PA 17055
DATE 09-14-1999
ESTATE OF HEL SMAN JOSEPH A
DATE OF DEATH 12-05-1997
FILE NUMBER 21 97-0978
COUNTV CUMBERLAND
ACN 201
E"ount'RO"ltticl----l
MAKE CHECK PAVABLE AND REMIT PAVMENT TOl
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE I To inlure proper credit to yoUr Iccount, Rub. it the upper portion of this forM with your taM paYMent.
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR VOUR FILES ....
iiEy=i;s3"ix--AFfiTo;:'-9'9r---"ii.-iioficE"or:--uii'ERMi:NATi:Oti-ilNU-ilssiiisHiiff----m-m-------------m-
OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN NN
ESTATE OF HELSMAN
JOSEPH
A FILE NO.21 97-0978
ACN 201
DATE 09-14-1999
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
62.010,73
2. Plmnsylvenie Inheritence Tllx Assessed
(Excluding Discount and/or Interest)
208.873.82
3. Inheritance Tax Assessed by Other States
or Territories of the United Statas
(Excluding Discount and/or Interest)
.00
4. Total Inheritence Tax Assessed
208 .873 .82
5. Pennsylvania Estata TElx Due
TAX CREDITS:
PAVMENT
DATE
01 SCOUNT (+)
INTEREST/PEN PAID (-)
RECEIPT
NUMBER
AMOUNT PAID
TOTAL TAX CREDIT ,00
BALANCE OF TAX DUE .00
INTEREST AND PEN. ,00
TOTAL DUE .00
"IF PAlO AFTER THIS DATE. SEE REVERSE SIDE (IF TOTAL DUE IS LESS "HAN U, NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIDNAL INTEREST. IF TDTAL DUE IS REflECTED AS A "CREDIT" (CRI, YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,)
,00
PIlRPOS~OF
MOTltE.
To fulfUl t~ rllq4J1r...nt. of Seotion Zl4!i (b) of the Inherltanol Bnd Est.t, 'Ik Aot, Act 21 of .\995.
(72 P,S. hotlon 91~5),
PAVMENT I
p.tach thl top portion of thh Hothl. and .ub.l1 with ~olJr pa~..nt to the RIghter pf Nilh printed on ttM
r.".r II lide.
'._ Nah check or "aMY otd.r paYBbl1l to I REGISTER OF MILLS, AGENT.
REFUND (tR)1
A refund of " t.~ nI'.dlt ..y be requ..t.d by cOll(lletlng en "Application for R,fund of P.nnlyl....n!.
InharJt..,ol md E.tat. Tel(" (REV-UUl. APplioations lite a..,a11ebl, _tthe Offiol of thl RIghte,. of Will.,
Ir1Y of the Z! R.....nue Dl.trlct Offlo.. or fro. the V_part.,nt', 24"'hour LI'lnsw.rirID ..rvI08 nUltba,.s for fora. ordarhlilI
In PflnruylVIIf11e 1~800-3b2~ZItSOI outside PltnnlvlvlIf1le and within 100al Ilard&burg area (717) 187-809At,
TDDI }-100-447<"020 (S8,.\l108 for texpllyers with IPedal heftrlng Ind speatdng n.eds).
OBJECTIONS I Any perty In lnt.r..t not ,,,thfl.d with the Quus.ent of tax liS shown on thh notice eay Objeot within
ab:ty (60) days of receipt of this Notillll by:
-~wrltten prote.t to the PA nepllrt.ent of Rev.nuef Board of Appaals, bept. Z810Zl, Hllrrhbura, PA l11Z8-I021, OR
~-el.cting to hft..,e the Ittltter dehr.lned at audit of tho per.onal repro..ntative, OR
~~IIPp..1 to the Orphans' Court_
ADIlIN-
ISTRATIYE
CORRECTIONS I Fllctua1 Irror. dlscolI.r.d on this 8uen..nt .hould be address.d in writing tOI PA nIlPlrt..ot of R''''lInue,
lurellu of IndlllldulIl fIlMes, ATTNI Post Auessll.nt Ro...I.1I Unit, Dept. Z80601, Harrl.burg, PA 17128-0601,
Phone (717) 187~650S. S.e plllle !; of thl booklet "Instructions for Inherlt.noe TaM Return for III Resident
Decedent" (REY~1501) for en uxpllln8ltlon of adsllnlstr.ti....ly corrie table .rrors.
PENAL TV:
The 15% tal< ..ne.ty nonMpadlclpatlon Plnalty hi c:o.putetl on the toh~1 of the till< ancl Inter.,t assu..d, IInd not
p.ld b.for. J.nu.ry 18, 1996, the first day ..H.r the Ind of the tllll ..m.sty period. Thls nonMpartiolPltUon
P4mltlty It .pp..lable In the .... .lInn.r IInd ln the the .... tille per lod III YOU would IIpp.al the tlM .od Jnt.r..t
that ha, belm .n....d .. ~ndloated on thh notice.
INTEREST l
For datI' of death on or aft.r 10-~-91, penn.ylv.nla Estate Tax besed on the Federal Estat. 111)(
r.turn becOll.. d.llnquent at the liIMplraUon of nine (09) lIonthlt froll th. dllte of d.ath.
For dahs of death prior to 1O~3-91, Pennsy1...anlaE.tat. Tax baud on th. faderll E.tete TIM r.turn
baCOltU delinquent .t the .xplrllUon of elghte.n (18) lIo"'(h5 froll the date of death.
Tex.. which bea... d.llnquent befnre Jlnuary 1, 19ftZ beer lnter.st at the rate of six (6%) p8rc.nt p.r aM"-
o.lcu1ll1ed at II daUy rete 0-# .000164. AU hxu which b.ea.. delinquent on or after January 1, 1982 wIll b..r
Int.rut at a rat. which wU1 ..,.ry froll calendar year to calendar year with thllt rate announc.d by the PA
Depart.lnt of R.v,nu.. Th;.) IIppllcable Inter.st rat.. for 198Z thrcugh 1999 1"81
V.ar Int.r..t Rllt. Dally Inter.11 fector V.ar Inhte.t Rllte Dally Interest Factor
1982 20% .000548 1981\.1991 11~ .000301
198~ 16% .000438 199Z 9% .000Z47
1984 11% .000301 199~~1994 7% .000192
1985 13% .OO03~ 1995~1998 9% .000247
1986 lOX .000214 1999 7'/. .000192
1981 9:1. .000241
.~Int.ra.t is calcut.ten as follnwsl
INTEREST = BALANCE Dr TAX UNPAID X NU"BER Dr DAYS DELINQUENT X DAILY INTEREST FACTOR
uAny NoUce I"l$d aftlJr the till< b.oo... d4111nquent wUl r.flect en intere.t o.lculatlo'I to flfte.n US) d.y.
t..yond the d.t. of the a......nt. If pay..nt is Ilflde after tt.. Inter..t COllPUt.Uon date shown on the
Hotlo., Iddltlonlll lnter..t .Ult b. caloul.t.d,
15 :;I./?-~
BUREAU OF INDIVIDUAL TAXES
IIItf.RITAMCE lAK DIYI&IDH
DEPT, ZI060 1
HARAlIIURO, "., 11UI-06al
COMMONWEALTH OF PENNSVLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSISSMENT OF PENNSVLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
!STATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
('/
*'
In-'" u _" 111.."1
RICHARD C SNELBAKER ESQ
SNELBAKER ETAL
44 W MAIN ST
MECHANICSBURS PA 17055
09-20-1999
HEtSMAN
12-05-1997
21 97-0978
CUMBERLAND
202
E~~_unt Rooltto~
MAKE CHECK PAVABLE AND REMIT PAVMENT
JOSEPH
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE' To Inluro propor orodlt to your oooount, .ubolt tho uppor portion of this foro with your to. pOyoont.
CUT AI.ONO THIS LINE .. RETAIN LOWER PORTION FOR YOUR FILES ....
Riiv:73Ei-i){-APP--CO;::99)-----iii-NiifiCif-OF-JJETifRMiiiATiiiN-AiiD-AiisESsliiNT-----------------------------
OF PENNSVLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF HELSMAN
JOSEPH
A FILE NO.21 97-0978
ACN 202
DATE 09-20-1999
ESTATE TAX DETERMINATION
62,010.73
1. Credit For Stete Death Taxes as Varified
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interast)
208.873.82
.00
3. Inheritanca Tax Assessed by Other States
or Territories of the United states
(Excluding Discount and/or Intarest)
208.873.82
4. Total Inheritance Tax Assessed
5. Pennsylvania Estate Tax Due
6. Amount of Pennsylvania Estate Tax Previously Assessed
Besed on Federal Estate Tax Return
7. Additional Pennsylvania Estate Tax Due
TAX CREDITS I
PAVMENT
DATE
RECEIPT
NUMBER
DISCOUNT (0
INTEREST/PEN PAID (-)
AMOUNT PAID
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE ,00
INTEREST AND PEN. .00
TOTAL DUE .00
_IF PAID AFTER THIS DATE, SEE REVERSE SIDE IIF TOTAL DUE IS LESS THAN n, NO PAYNENT IS REllUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU NAY BE
DUE A REFUND. SEE REVERSE SIDE DF THIS FORN fOR INSTRUCTIONS.)
Tal
A
,DO
.00
.00
PlJAIIOSE 01'
HOTlCE I
PAYMENT I
To fulfill the rlqulr...nb of s8cthm 2145 (b) of the Inheritance and Elt,t. lax Aot, Aot 21 of 1995. (72 P..;
Seotion 914SJ.
Detach tM top portion of thh HoUel Itld lubltlt with your pliy..nt to thl Pelllltlr cf NUll printed CH'l the
rever.. .Ide.
__ ".-k. check or 1I0nlY order payable tOI REGISTER OF MILLS, AGENT.
REFUND (CAli A rofund of . tax oredlt II.Y be nquutld by (lOlIfIlltlnu an "Appllclittlon for Refund 0' PennlYlvanl1
Inh11rltwwI .nd E_t.te Tax" (REY-UU), Appllcetlon. are "veU,bi_ at thl Offiol of 1:M RIghtlr of Nllh,
eny of the Z!J RIlIlInUft Dhtrlot Offlol'll or froll -the De,purt..nt'J 24~hQur 1"I\HItlng ..rvlal nUltber. for fOI'.' orderlnol
In PlnnlYl..,.nla 1~800~]6Z-7.0S0, ouhld. Pannly!Yanlo and within 100a1 H..rrhburll IIr.. (111) 1I7~a094,
Tbo. 1~ftOO-4"'1-3020 (S.rvlcl for hxpIYlrs ..lth Iplct.1 h.arlng end IP..klng needs),
OIJECTIOMSI
ADMIN-
IStRATIVE
CORRECTIONS!
PENALTVI
INtERfST I
Any party in inhr..t no't lutisflld wlth the ,1S.o".lnt of hI< a. shONn on this noUele .ay obj.ot NUMn
.hcty (60) bY' of raoaipt of thll MoUoe bYI
-~Nrltten prot..t to tM PA Daparts.nt of R.vanl.Hl, 10llrd af ApPlal., "'pt, Zb10Z1, Harrisburg, PA 171Ze-10n, OR
_ ..I.cUou to hlVI the .attar Mt.rsloed at audlt of thl\ per.onal repr..entative, OR
ullppeal to the Orphans' Court
Fantual errors dhoOl,.erad on tM. l'Iu....ent .hould be addruud In writing tOI PA o.part.ent of Revanue,
Buraau 0' Indlvldulll hlC.', AnNI PUlt Ass.....nt Re.,lew Unlt, O.pt, 280&01, Harrhburg, PA 17128-0601,
PhoOti (717) 7A7~6505, 508 pasp 5 of the bookl.t "In.truotlons for Inherltance TalC Return for.. R.slalnt
Decadent" (REV-150}) 'or an alCplanatton of adainl.tratl~.ly oorrectable arrors.
n.. 15tt. tnlC .......ty non-pllrtlctpaUon ptlnalty h ClOllPutad on the tohl Clf the tal< and Int.ra.t .......d, and not
paid bafore January 16, 199&, thl Ur.t day aft.r the end 0' the tal< ..n..b periOd, Thh non-parUolpaUon
p.nalty 11 appaalabl. In thl .... Mlnnar and In th" the .... tI.. per lod a. you Nould appaal tha tax and intar.lIt
that h.s be.n .......d .. lndh:atacl on this notice,
Additional Pennsylv."la E.t.te lal< a..e..ad III . rllult 0' a change on the Faderal E.tllt. hl< clo.lng
lettar baoOlNlIl dtillnquent at the alCplraUon 0' ana (]) .onth frOB the data the Um,l notice af the Incraa.e
In F.deral E.tate Tal< h ranived.
Tlx" \Ilhlah bac... dallnqu.nt b.for. Jllnuary 1. 1912 b.ar lnt.ra.t at tha rato 0' fib (6%) plrcent per ..~
a.doul_tad at a daUy rata of .0001M, All tal<U \Ilhiah b.ca.a dallnquant on or .fllr January 1, 1982 wUI ~.r
Inter.st It . uta which ~IU v.ry 'ratl Clllend.r year to colandar Y4lar ~lth thllt r_to annauooed by the PA
Depart..nt of R.v.nue. Tha appllcabl. Intare.t r_to. 'or 1982 through 1999 ar.l
'!.!!r Inter..t .!!!!! OaUy Intar..t fao tor !!!r Int.rnt MISt. Oalh Inter.st ractor
1'82 20:< ,000548 1948"1991 11% ,000501
1985 16% ,000418 1992: 9% ,OOOZ47
1984 lIX ,000501 199]-1994 7'1. ,000192
1985 13:< , Q00556 1996~19911 9>: ,OOat47
1916 10:< .000274 1999 7'1. .000192
19117 ,>: ,000247
--lntar.st is calculatad I' followll
IHTEREBT " BALANCE Of TAX UNPAID X NUMBER OF DAYS DELINqUENT X DAILY INTEREST FACTOR
-"Any MoUoa IltUld after the talC btOOMli deUnquent will r.flact an jnterlU c.loulation to 'lft..n (lID day.
bayond the deta of the lIlII.....nt, If pay..nt Is .ade .ftar the, Int.re.t elOllputaUon date .hOWl'l on the
Motloa, eddltlonlll lnt.r.st ItUst bt o.lculat4td.
LAW OFFIOtl8
SNELBAKER.
BRENNEMAN
a SPARE
STATEMENT OF PROPOSED DISTRIBUTION
Richard C. Snolhllker, EKoout(lf and AotlOUnhml horoln, prOpOR{Ui to
distribute the balanoe of the Estato of JOloph A, Hulsman, OOCll,tll80d, to wll:
$1,024,398,47 In 1I00ordftllOft wllh tho Lost Will and TOtUllll1ont of &lilt! DO(lodunt
8S follows:
1. TO: Susan Hulsman
A. Stoaksln kind (date of death valu(!s):
Aroher-Danlols Midland, Co.,6, 110 GOl1l1ll0n !Hook (4,636 orlginalslulfflSi 476
additional shar08 por spill I
Burlington Northern Santa Fe Corp" 128 shares common stook
Centrol Bnd South Wllst Corp" 111 stlOres 0' oommon stoak
CSX CorporatIon, 216 shares common stock
DOE, 75 shares of common stook
Echelon International Corp., 6 sharos common stock
Equitable Rosources. Inc..262 shares of common Btock
Fedoral .Mogul Corp., 968 shares common stock
Florida Progress Corp., 90 shares of common stock
FMC Corporation, 100 shares ot common stock
OPU, 133 shares of common stock
HSB Group, Inc" 300 shares of common stock (200 original sharos; 100 additional
shares per split
National Cltv Bancorporation, 91 shares of common stook (83 orlginalaharos;
8 additional sharos per spilt
Promtlrk International. lne" 75 shares of common stock
Ravonler, lnc" 50 shares of oommon stook
Santa Fe Energy Rosourclls, Inc., 143 shares of oommon stoak
Sunoco, Inc. (Formerly Sun Company, lne,). 214 shares of common stock
Tonneco, Inc" 83 shares of common stock
Tupperware Corporation, 75 shares 01 common stock
Union Paclllc Corporation, 100 shares of common stock
Union Pacific Resources GIOUp, Inc., 84 sllares 01 common stock
Unoual Corporation, 669 shares of common stock
Venator Oroup, lnc:, (Fomlerly Woolworth Corporatlonl, 800 shares common stock
Toxaco, Ino., 22 shares of Gammon stock
UAL Corporation, 30 sharos of common Block
Atlantic Richfield Co, . 264 shares common stock
Atlantic Richfield Co, 20 shares of ConvfJrtible Preferred exchanged
for 96 shares of common staLk, per recall bV company. being 48 shares eaoh
The Hartford Financial Services, Inc., 11 B shares common stoak 169 original
shares; 59 additional shares per split!
Catellus Development Corp" 77 shares at common stock
~Jtarwood Hotels & Resorts (formerly III Corporation), 91 shares of oommon
stock 169 original shares; 32 additional shares per split
ITT lndllstrles, lnc" 69 shares of common stock
Newmont Mining Corp" 80 shares of common stock
Hanson PLC, 11 american depositary shares
American Home Products Corporation, 200 shares of common stock
USO Corporation, 64 shares of common fltock
B, Caah
C, One- Half Df Housahold Goods In kind
0, One-Half of Jawalry In kind
I 99,083,81
12,161.26
2,376,10
11,623.44
2,472.66
129,94
6,143,13
36,976,63
3,166,63
7,2B4,00
6,249,36
10,666,BO
2,427,7~
1,966,16
2,426,03
1,614,36
6,B2&,26
3,667,67
I,B79,69
6,321.BB
2,072,9D
21,923,31
17,200,00
1.1b6,B6
2,71B,76
19, '/39,2B
3,600,00
6,197,BO
1,4 79,4B
4,627,96
1,BB6,BB
2,2B4,19
272,26
14,637,60
2,673.46
179,416,71
1,160,00
B7,60
Pa9a 8
ITEM
NUMIER
1.
2.
3.
4.
5.
6.
1.
8.
9.
10.
11.
12.
13.
14.
15.
16.
1"
18.
19.
20.
21.
ES'I'ATE UF ,IUSlil'll A. HELSNAN
EXH Ul[T ^
._--~._-
DESCRIPTION
22.
A.P. Oreen lnduetrie., Inc. (CUSIP 393059 10 0) - 206 share.
common .tock . 11.6875
Archer-Daniele-Midland, co. (CUSIP 039483 10 2\ - 9,211
.haree common .tock . 21.375
Burlin;ton Northern Santa re Corp. (CUSIP 12189T 10 4) -
257 ehar.. common .tock . 94.5625
Central and South Weet Corp. (CUSIP 152351 10 9) - 222 ehare.
common .tock @ 21.4063
CSK corporation (OUSIP 126408 10 3\ - 430 .hare. common etock
. 54.0625
OQS (CUSIP 23329J 10 4\ - 150 oharee cCllMlon .tock . 32.9688
Bohelon International corp. (CUSIP 278141 10 0\ - 12 Ihare.
common Itook . 21.6563
The Energy Group PLC (CUSIP 292691 10 2\ - 22 American
Depo.itary Share. @ 42.375
Equitable R..ource., Inc. (OUSIP 294549 10 0\ - 505 Ihare.
common Itock . 32.25
rederal-Kogul Corp. (CUSIP 313549 10 1\ - 1,916 ehar.. common
.tock @ 40.6875
rlorida Progree. ccrp. (CUSIP 341109 10 6\ - lBO .hare.
common .tock @ 35.0625
rHC Corporation (OUSIP 302491 30 3\ - 200 ehar.e common etock
. 72.84
rPL Group (CUSIP 302571 10 4\ - 200 .har.. common atock
. 55.125
Galla;her Group PLC (CUSIP 363595 10 9\ - 1,886 American
Depo.itary Share. @ 21.5625
General Public Utilitie. corp. (GPU\ (OUSIP 310550 10 5\ -
266 .haree common .tock . 39.4688
The Hartford Steam Boiler In.pection lneuranc. Co. (HSB
Group, Inc.) (CUSIP 40428N 10 9) - 400 sharee common etock
II 52.844
McDermott Incorporated (CUSIP 580033 20 1) - 100 aharee S.ri.. A
$2.20 cumulative convertible proferred etock @ 36.375
Mobil corporetion (OUSIP 601059 10 2\ - 800 ahare. common .tock
II 73.125
National City Bancorporation (CUSIP 635312 10 1) - 166 .hare.
common .tock @ 29.25
Newport Newe Shipbuildin;, Inc. (CUSIP 652228 10 1) - 33 .har..
common .tock . 24.1188
premark International, Inc. (CUSIP 140459 10 2) - 150 .hare.
common .tock . 26.4688
aavonier, Inc. (CUSIP 154901 10 3) - 100 ehare. conmon .tock
@ 48.5005
Rohm and Haa. Company (CUSIP 115371 10 1) - 400 sharell common
etock II 92.6875
Santa ,e Energy a..ource., Inc. (CUSIP 802012) - 281 IIhare.
common IItock @ 11.25
Sun company, Inc. (CUSIP 866162 10 1) - 421.065 sharBII common
etock II 41.3438
Tenneco, Inc. (OUSIP 88031E 10 1) - 166 sharell common atock
@ 44.1875
Tupperware corporation (CUSIP 899896 10 4) - 150 aharell common
.tock @ 25.0625
23.
24.
25.
26.
27.
COWfINUED ON FOLLOWING PAGE
EXHIBIT A
(Pllg(' J (If 2 PngPH)
VALUE AT DATE
Of OEATH
$ 2,401.63
198,161.62
24,302.56
4,752.20
23,246.88
4,945.32
259.88
932.25
16,286.25
17,957.25
6,311.25
14,568.00
11,025.00
40,666.88
10,498.10
21,137.60
3,637.50
58,500.00
4,855.50
8l5.72
3,970.32
4,850.05
37,075.00
3,228.75
11,656.49
1,335.13
3,759.38
EXHIBIT A
B'1'OCItS ~m BOllDS
- Page 2 -
IITAR or
rILIJ NUMBIIR
HmLSMAN, Josepb A.
28. Union Pacific Corporation (CUSIP 901818 10 8) - 200 sharee
common stock @ 63.2188
29. Union Pacific a.sourcell Group, Inc. (CUSIP 901834 10 5) - 169
shar.s common .tock II 24.5313
30. Unocal corporation (CUSIP 915289 10 2) - 1,118 aharee common
stock @ 39.2188
31. Woolworth corporation (CUSIP 980883 10 2) - 1,600 sharlls
common stock @ 21.50
32. Weis Markets, Inc. (CUSIP 948849 10 4) - 205 IIharell common
stock @ 3S. 25
33. SCIINA Corporation (OUSIP 805898 10 3) - 400 eharee common
etock @ 2'1.625
34. Texaco, Inc. (CUSIP 881694 10 3) - 43 aharee common etock
@ 55.156
35. UAL Corpuration (CUSIP 902549 50 0) - 60 uharell common IItock
. 90.625
36. Atlantic Richfield Co. (ARCO) (CUSIP 048825 10 3) - 1,056
.hare. common stock @ 18.9315
37. Atlantic Richfield Co. (ARCO) (CUSIP 048825 40 0) - 20 IIharll.
$2.80 Cumulative Convertiblll Preference etock @ $350.00
38. The Hartford Financial servicee, Inc. (CUSIP 416515 10 4) -
118 .hares common etock @ 88.0983
39. Chsvron corporation (CUSIP 166751 10 7) - 800 aharBII common
stock @ 18.625
40. Catsllue Development Corp. (CUSIP 149111 10 6) - 155 IIhares
common atook @ 19.09
41. ITT corporation (COSIP 450912 10 0) - 118 sharell common stock
@ 18.44
42. ITT Indulltriee, Inc. (CUSIP 450911 10 2) - 118 ahares common
stock @ 31. 625 ,
43. El Payo Natural Ga. Co. (CUSIP 283695 81 2\ - 15 share. common
etock @ 60.3438
44. Newmont Mining Corp. (CUSIP 651639 10 6) - 161 shaUll common
stock @ 28.375
45. Hanllon I'LC (CUSIP 411352 30 5)- 22 American oepoeitary Sharea
@ 24.15
46. American Home Producte Corporation (CUSIP 026609 10 7) - 400
aharell common etock @ 72.6875
47. usa Corporation (CUSIP 903293 40 5) - 108 sharee common etock
@ 47.6565
48. rortune Brands, Inc. (CUSIP 349631 10.1) - 1,886 shares
common stock @ 35.42
TOTlIL.
EXHIBIT A
(Pnge 2.of 2 PngoR)
21-91-0978
12,643.16
4,145.79
43,846.62
34,400.00
1,226.25
11,050.00.
2,371.71
5,437.50
83,358.00
1,000.00
10,395.59
62,900.00
2,958.95
9,255.92
3,131.15
905.16
4,568.38
!i44.50
29,015.00
5,146.90
66.802 . 12
$1,010,913.01
ESTATE OF JOSEPH A. HEUMAN
U.S. SAVINGS BONDS
INVENTORY
12/5117
Face la.ue Certtflcate laaue 000 Intereat
"No "'Amount -'-Price Number Oat. Value Eanllld
, . 1 100,0-0-' "-'75,00 C365847431E" Feb-59 712,60 637,60
2 '""100,00-..'. 75,Oin:370317376E' Apr-59 712.60 637,60
:f' WO,OO -" 75,00 C372334019E Jun.59 686.96 611,96
-4 100,00 75.00,C372334501E Aug-59 693,56 618.58
-5' 100.00 75.00,C372334993E Oel-59 687,64 612.64
-e'. 100,00. 75.00C373537496E Nov.59 687,64 612.64
. T 100,00 75,00'C373537964E Jan-60 689,20' 614,20
. 8' . 100,00" 75,00 C402192506E Mar-60 703,64 828,84
9 100,00-'-- 75.00 C405710002E Ma -60 883,32 608.32
10' '-1lLO~OO.__ 75,00C405710515E Jul-60 884,52 809.52
11 100,00 75,00C408084083E "Sep-60 699,04 824,04
. '12""' 100,00- 75.00:C408064834E Oet-60 878,68 803.68
13" 100.00""--:rs.00.C410455203E Dec-60 680,04 605,04
. 1.1"100.0Cr 75.00 C410455742E---- Feb-61 688,56 811.56
15" "00:00 75,00'C410808102E A r-61 674.24 599,24
16 '00-:-00-'- 75,oli'C410808458E . -- Jun-61 676.24 601.24
17 10"0.00 75,OtIC415196037E Aug-61 68268 807,68
18 ilio,oO 75.00'C415Hi6700e--:"- .~-,_.' 815,32
19 100.00 75,00C415265457E-~6~~~' :~K~~.- 595.20
20 100.00 75.00 C4178593S1E ., Jan-62672, 12' -- 5'97.12
21 100.00 75.00'd4i8S12037E Ma~2 683.56' - 60a.56
22' '100.00- ... 75.iio'C418512830E ....- May.a2,'863.6o:.~- 588,60
23 ".100.00" -.. 75.00:C411898751E- - Jul-62 665.32 590.32
24 '100:00-' 75.00 C420525463E Sep-62. 676.48 601.48
25' "100.00- 75.00:C422976310E Oet-62 656.80 581.80
26 100:00- 75.00 C427540150E Dec-62 659.48 564.48
27 loo.atl" 75.00 C427440073E --'Fiib-63 665,88 590,88
28100,00 .. i5.00 C427440959E--. "Apr-63 ~9.~: ....~~:i4
29 '-100.00'-.' 75.00'C427571660E Jun-63 654.36 579.36
30 '100.at)'..: ',5,00. C429651443E . Aug~.3,~60:~0: ..' 585,60
31 '100,00 75,00 C441322225E .. ..., Sep-6L 663,96.... ..~88,96
32- 100.00 75.00 C441322995E Nov-63 644.60 569,60
33 100.00 75.00 C441382792E ... Jan-64" 648,60" ... 573,60
34'- '-100.00 - 75.00 C443684608E-"" '. Mar-64' "657.96 . -.. 582,96
35 '10g:0.0--75.Q.~'C445~~~~?~E~~-64 -~~~.?6 - ~6~.7~
36 100.00 75,00 C446079429E Jul-64 643,00 568.0~
37 100,00 75.00 C44956933liE Aug-64 649,28 574.28
38 100,00 75.00 C450520223E OCI-64 633.32 558.32
39 100.00 75.00C452021136E Dee.64 637.40 562.40
40 100.00' - -75.00'C45:H74071E Feti:S5 58464 509.64
41' "-1'0'0.00' 75,00'C453174958E--- Apr-65 570.36 495.36
42' ";00,00' -rs,00'C454911810E 1Uii:e5 539.12' 46412
43 100,OO"-75,00'C457136676E Jul-65'539.12 46412
44 100,0"0 '75,00 C458082399E Sep-65 - 539.24 464.24
45 100,00 75.00 C456083000E Nov.65 52486 449.88
46 100.00 75,OOC462647621E Jan.66 512.52 43752
EXIIIH.I.!~J. (I'nl\" 1 01 2 I'ng"s)
, .
'UMM~S
'&.I.IT Eo tJr. y J to '1:&
~ WEST MAIN STARer
MECHANICSIUnG, PA, 17011
APPRAISAL
Phone: 786.9422
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APPRAISAL
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n"'?PP,olto\ (onllnut., OUf carefull.,. ,tudled aDlnlOn 01
J.~e f.IOII ,eplacemenl (0" throuljJ" our 'ceth""
~~"'e 01""" ,aiel nOlur. value
o . arllcl'h) de\Cflbed aba...." ."sofar a' lhe mOun'mg.'" "Ov' o.,mlll'o
ob'erVQ110n W. a"um. 0 I b I
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EXHIBIt 2
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pgRSONALTY l'l'I\tlS Rg'j'AINIW "'OK DIS1'RJJl..l!.:l'lON IN KIN') 1'0 BHNIlJlJCIARrgS
lIJijH VALUf; n:ml VALUE
Fiesta Cookie Jar $200.00 Fiesta Platter $ 5.00
Candlesticks 5.00 Clear Candlesticks 2.00
Salt Crock 10.00 Set Franciscan China 75.00
1912. Plate 10.00 Green Tumblers 5.00
Set of 6 Tumblers 5.00 4 pc Pot-Pan Set 10.00
Colander 1.00 Set 1847 Rogers Silver 40.00
Cut Bowl 20.00 Color Port TV 40.00
Fiesta Candleholders 10.00 Dog Door stop 5.00
Decanter 10.00 Copper 3 pc set 5.00
Miniature Dough Tray 5.00 Living Room Rug 80.00
Maple 4 pc Bedroom Suite 400.00 Chair 5.00
Slipper Rocker 30.00 Amber Lamp 10.00
Dresser Tray 2.00 Bridge Lamp 10.00
Floor Lamp 5.00 B-W Port TV 5.00
Cherry Secretary Desk 400.00 Pie Crust stand 50.00
26 Vol Mark Twain Bookset 20.00 Brass Lamp 5.00
Arm Chair w/Needlepoint 40.00 7 x 35 Binoculars 20.00
3 pc Mahogany Bdrm Suite 400.00 Arm Chair 20.00
Chair w/Needlept. seat 10.00 3 pc dresser set 10.00
Sew Basket 5.00 Coal Bucket 5.00
Univ. of Pa. Arm Chair 25.00 Nursing Rocker 20.00
Oak Claw Foot Sofa 150.00 Univ. Pa. Chair 10.00 .
2 Drawer File 10.00 Color Port TV 25.00
Cedar Chest 60.00 Pyrex Bowls 5.00
$1,833.00 $467.00
TOTAL: $2,300.00
,.,1
l!XHIllI.T 3