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PETITION .'OR PROBATE and GRANT (W LETn:RS
~I - ICV1'1- OlOCf7
Estate of .... tl.t'll'l'.\ ,IM'!'I': No,
also k"ow" as ............ '.. . To:
_ANt'I'A jlQf>!':NS'I'EIN '.',\jo'l'i': Regisle, of Wills fm Ihe
____....__.._......., Vt'('('a""rI, ('oullly of CUMDJ::RLANIL...... in Ihe
S 'IS' 't N 1.3.').. ~b"'.L)'/'I() (. III II' lala
oCla eWrI y 0, ..__.n..._........ _.._......... ollllllonwell 10. ennsy v n
The petition of the nndelSigl1ed H'speclfully ,ep,esenls th"l:
You, petitione,(s). who is~IH yellrs of uge or older un the eKecul.t:.!)(. ... 'n.._........_ named
in the last will of the "bove decedent, duled .... .... . . ..Auguat..._1(L.__......._.__. 19-1!!L-
und codicil(s) d"ted _....AQril._2J_l9.22....<md..NOYeIDbe.l;:..7.Ll.9.9'i______._______,_
(SlIIlc (clCVttlll ciU.'IIIllSliUU:CS, c.~. rl'lllIlIduliulI, dl!illh of (.',I(C(lIIOI, elL'.)
Decendent wus domiciled", de",h in .___Cum.l:><:J..t'.lan0_.___...__. Counly. Pennsylvania. wilh
h Flr lust fumily or Principul/e.li~ynce ut .B44.t'~~J'rn Roacl...,Camp..Hlll, .(ARt. 605)
('nmher 1 ''"tl count.JL.....PA.I..,l+w~'....cL --.Li.J.'f'-"-'T
(list street, number and lIlundpalitYI
Deeendent. Ihen _90 _. yeurs of "ge. died December 9 .____, 19 97
ul___!:\QlY...liQirlic...!{o!mJ ta1,_GiilltJ;>....!iU.L..Qumberl.,m<:L..QQun.t:Y. PA ,
EKcept as follows, decedent did notmllrry. IVUS nol divorced und did not have u child born or adopted
after execution of the will offe,ed for prob"tc; IVas nOlthe victim of a killing "nd was never adjudicated
incomlletent: __.________.____.......____.___._...._.._....___.
Decendent al deuth owned propeny wilh eSlimated values as follows:
(If domiciled in Pu,) All personal property $. 250 0110 00
(If not domiciled in I'a,) Personal prop,'rty In Pennsylvanlu $. '
(If not domiciled in Pa,) Pcrsonal properly in County $_----=.:"___
Vulue of real eslute in Pennsylvania $. __
situated us follows: _~___._..__.___._...___..._..._....._..__......__...__
WHEREFORE. petitioner(s) respectfully request(s) the probnte of the last will and codlcll(s)
presented herewith and the gran I of lellers........._.. 'festamentary. ...
(lc~lllmclltl\rYi admInistration c,t.a.j administration d.b,n,c,t...)
theron,
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OATH 01<' PERSONAL REPRESENTATIVE
Ct)MMONW..~AI.TH m- PENNSYLVANIA
COUNTY 0"- C11MRF.RLAND
} 88
The petitioner(s) "hove-named swe.ll(s) or aflinn(s) thlll the statements in the foregoing petition are
true and correct to Ihe hest of the knowledge and belief of pelitioner(s) and that us personal represen-
lutive(s) of the above decedellt petitioner(s) will wellund truly ndminisler the estale according 10 law.
Sworn to or nffirmed alld sllhscribed . ......_....._......_ ..._........ !'l
~fore me this I LL~j.__m. darof t ~l:,()rah Mildred Jaffe C~hen ..
~[; t:m6J:E"..__....._........__ 19..~ L .(,-"_'-'....."_!J<.' I ,<..".~~..i! k~L
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2953 A JAFFE/WILLS/ESTATES/MISC CLIENT/8-18-88
LAST WILL AND TEST~~ENT
OF
ANITA ROSENSTEIN JAFF~
I, ANITA ROSENSTEIN JAFFE, presently of 824 Lisburn Road,
Camp Hill, Cumberland County, Pennsylvania, declare this to be my Last
Will and Testament hereby revoking all wills and codicils previously
made by me.
I have two (2) children, now living, whose names and dates of
birth are as follows:
DEBORAH MILDRED JAFFE COHEN Born January 12, 1934
JULIUS MEYER JAFFE, M.D. Born February 3, 1936
All references in this Will to my children include only the
children named above.
ARTICLE I
I direct the payment from my estate of the expenses of my
last illness and funeral as soon after my death as conveniently may be
done.
ARTICLE II
I give the sum of Two Thousand ($2,000.00) Dollars to
DETHENIA SIMPSON presently of 357 Jackson Avenue, Jersey City, New
Jersey.
ARTICLE III
I give the rest, residue and remainder of my estate to my
children in equ&l shares. Should my daughter DEBORAH MILDRED JAFFE
COHEN fail to survive me then I give her share to her ohildren, MICHAEL
ETHAN COHEN, BRUCE ANDREW COHEN and JONATHAN MONROE COHEN, share and
share alike. Should my son JULIUS MEYER JAFFE fail to survive me then
I direot that his share be distributed as follows:
A. The sum of Ten Thousand ($10,000.00) Dollars to my
granddaughter JENNIFER JAFFE;
B. The sum of Ten Thousand ($10,000.00) Dollars to my
grandson JONATHAN ANDREW JAFFE;
C. The balance of said share to the children of my daughter
DEBORAH MILDRED JAFFE COHEN, share and share alike.
ARTICLE IV
A. I appoint my daughter DEBORAH MILDRED JAFFE COHEN as the
Exeoutor of this Will. In the event of her death, resignation,
renunciation or inability to aot in that capaoity, then I appoint my
son JULIUS MEYER JAFFE as the Executor of this Will in her place and
stead.
B. No bond or other security shall be required of any
Executor appointed in this Will.
C. The Executor shall receive reasonable compensation for
his or her services performed as determined by the Court in which this
Will is admitted to probate.
Page 2 of 7
, .
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D. I give my EKeoutor in addition to and not in limitation
of the powers given by law or by other provisions of this will, the
following powers with respect to settlement of my estate, to be
eKeroised from time to time in the di~cretion of my EKeoutor without
further order or license of the Register of Wills or of any court:
1. To retain any property, pending distribution
hereunder, to invest in or purchase any property without
restriction to legal investments for fiduciaries, to
distribute property in kind, to compromise claims, and to
sell any property at public or priv~te sale;
2. To hold shares of stock or other securities in
nominee registration form, including that of a clearing
oorporation or depository, or in book entry form or
unregistered or in such other form as will pass by delivery;
3. To engage in litigation and compromise, arbitrate or
abandon Claims;
4. To make distributions in cash, or in kind at current I
values, or partly in each, allocating specific assets to
particular distributees on a non-pro rata basis, and for such
purposes to make reasonable determinations of current values:
5. To make elections, decisions, concessions and
settlements in connection with all income, estate,
inheritance, gift or other tax returns and the payment of
such taxes, without obligation to adjust the distributive
share of income or principal of any person affected thereby;
6. To borrow money from any person including any
fiduciary aoting hereunder, and to mortgage or pledge any
real or personal property;
7. To manage, control, repair and improve all estate
property:
8. To procure and oarry at the expense of the estate,
insurance of the kinds, forms and amounts deemed advisable by
the Executor to protect the estate and the Executor against
any hazard:
9. To employ any attorney, investment adviser,
accountant, broker, tax specialist or any other agent deemed
necessary in the discretion of the Executor; and to pay from
the estate reasonable compensation for all services performed
by any of them;
Page 3 of 7
10. To oonduct alone or with others any business in
whioh I am engaged or in which I have an interest at my
death, with all the powers of any owner with respect thereto,
including the power tc delegate discretionary duties to
others, to invest other property held hereunder in such
business and to organize a partnership or corporation to
carryon such business;
ARTICLE V
If any beneficiary or remainderman under this Will in any
manner, directly or indireotly, contests or attacks this Will or any of
ita provisions, any share or interest in my estate or in the estate of
the Trust given to that contesting beneficiary or remainderman under
this Will is revoked and shall be disposed of in the same manner
provided herein as if that contesting beneficiary or remainderman had
predeceased me without issue.
ARTICLE VI
If any provision of this Will or of any codicil thereto is
held to be inoperative, invalid or illegal, it is my intention that all
of the remaining provisions thereof shall continue to be fully
operative and effective so far as it is possible and reasonable.
ARTICLE VII
All estate, inheritance and succession taxes, together with
any interest and penalti,es thereon, payable as a result of my death and
imposed with respect to any property, whether or not disposed of by
this Will, shall be paid out of the residue of my estate.
Page 4 of 7
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2953wl-5 A JAFFE COD/SEL/psm/02-11-92
FIRST CODICIL TO THE WILL OF
-.------
AN!.TA ~OSENST~IN _o!. AFFE
I, ANITA ROSENSTEIN JAFFE, of 824 Lisburn Road, Camp Hill,
Cumberland County, Pennsylvania, having made my Laot will and Testament
dated August 29, 1988, do hereby make, pUblish and declare this to be a
First Codicil to my said Will.
Deletion of provision
Article lIon Page 2 of the aforesaid Will is hereby revoked.
~~ublication of Will
In every other respect I hereby confirm and republish my Last
Will and Testament dated August 29, 1988.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
caused this First Codicil, consisting of three (3) pages, including
this attestation clause, to my Last Will and Testament dated August 29,
1988 to be executed, declared and pUblished this ~))I'day of
ArYl., L ,1392, at 2917 North Front street, Harrisburg,
Pennsylvania.
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(J" drl. ,{ ciJ ( 1(')('.'" '.td1>(t.:
ANITA ROSENSTEIN JAFFE" ,,/ I .
~^".<'~~.,' e. '{",rS..." ,c ~ ..L
Residing at " \c)? ('."\ " A/l,' dOt' Q
~I., ".', ^ ., \, , ....',. ('11 /"1\\
if'
Residing at 53/ It/. "it//(;Ptt1t ..Jt,
t2tiho..i'f!. /lJ /~/.. '5
&ct& ..J /llt~to
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Residing at 7 ( /{(<;,.~..k.,.."~
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K~::jUA_-1..jL:'1'l'<'--J"/ _ TL - ([
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Ii MHllilJ.. ANIUl"~ON II: S,\C'lt~
2917 NORTH FRONT STREET, HARRISBURG, PENNSYLVANIA 17110.1223
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REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
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COMMONWEAL HI F PENNSYLVANIA
DEPARTMENT OF REVlNUF
DEPT 260001
A I B PA 171 I
OECEDEN1'S N,wr (I.AflT, nRST, ANO MIOI"Ht INITIAl) Ur.l! 8 ~'I~, bk,.;,. to JlIp... \IIollb
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,JAFFE
SOCIN. SFCuH.llY NUMIlHl
OAnCll UlfUtl
07 /0 9/1 9 07
---I:HIS RETURN MUST BE filED IN llUPUCATE WITH THE'
. REGISTER OF WillS
---
[] 1, Original Return 0 2. Sllpplemental Relum 0 3, Remainder Return (datflotdulhp!\O(klI2.1382)
o 4, Umlted Estate 0 43, Future Interest Compromise {daleoloollltlaller 1}.12./l]1 0 5. Federal Estate Tax Return ReqUired
(j 6. Decedent Died Testate (AIl!Ch Ci)PV of Will) D 7. Decedent Maintained 3 Living Trust IMM:ncOllY of TMI) 1. 8. Total Number of Safe Deposit Bo)(es
[J 9. UI~atlon Proceeds Raceivad 010. Spausal POV9rty Cradit [...'r".......' 12.)1." 00".\'''1 [J 11. E~ctlon to tax undar Sac 9113(AIi"..."","01
THIS SECTION MUST BE COMPLETED, ALL CORRESPONDEHCE AND COHFIDENTIAl TAX INFORMATION SHO'JlO DE DIRECTED TO:
NAME ~COl"Pl.fJE WJLlNG ADDRESS
LeRoy Smigel, Esquire
FlR"NAME I"...'....) -.-------- 2917 Nor.th Front Street
SHIGEL, ANDERSON & SACKS -l Harrisburg, PA 17110
TElEPHONE NUMBEA .
-
12/09/
9
9 7
8" 0
9
4 0
1
3 5 ,,3
llr APPliCABLE) SURVIVIN(l SPOUSE'S NAM~ (lAST, fiRST, AND MIOOtE INllIAl)
SOCiAl SECUHITYNUMBfR
N!A
1. Raal Estate (Schedula A.)
(1)
(2)
1
5 3,6 4
. tIC'!
o 1 ~:5
'-.'
\.(j
(,'I
~II
:--!,',
2. Stocks and Bonds (Schedul. B)
3. Closely Hald Corporalion.Partnarnhlp or Sole.Propnetornhlp (3)
z
o
5
~
I::
~
~
4. MMgages & Notas Recelvabla (Schadula D)
5. Cash. Bank Dapaslt' & Miscellanaous Parson,l Property
(Schadu:e E)
6 .Jointly Ownad Property (Schadula FI
7. InlE'.r.Vlvos Transfers & Miscellanoous Non.Probale Property
!Schadule G or LI
8. Total Oroll AII.t. (Iolal Lines 1.7)
(4)
(5)
(6)
(7)
r1
lo..
1
I~.
, 2
8 5 ,9
5 2.5
o
..
,
(8)
6 5 .9
6 2.5
(11)
(12)
(13)
\4
3 9
, 5 9
2 .65
(9)
(10)
2 7 ,6
,5
3
3
9. Funaral Expenses & Admlnlstratl'e Costs (Schadula HI
10. Debls 01 Decedent, MortgagaLi'bllities, & Liens (Schadulal)
228
3 6 4
4 6
1 9
11. Total Deductions (total Linas 9 & 10)
2 8
,4 1 1
12 H.t V'lu, of E.tat. (line 6 minus Lina II)
13 Chantable and Govarnmental aaquasts/Sac 9113 Trusts lor which an elacllon to tax has not been
made (Schadule J)
-
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14 N.t Vslu. Subject to TIX (linal2 minus Lino 13)
15. Amount 01llna14 taxable
at 1t1e spousal tax rate , I
See Instructions on relJe~e side lor applicable percentage
16. Amount 01 line 14 taxable
at 6% rale
17 Amount 01 line 1 ~ taxable
8115% rate
(14)
,4
1 1 3
6 4
1 9
x .0
(15)
2 4 6
8 1
8 5
1
9
4
3 6
1 1
4
x .06
(16)
(17)
(18)
2 4, 6
8 1
8 5
x .15
18. Tax Due
19.
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Undef penaltieS 01 perjury.l declwe lhal I havo examined ihls relulrl. including occompllliying sct'ledules and statements, and to the OOsl 01 my knowledge 8fld ooliol, it is 1No, correel and ~mpleto Dodarabon 01 prepill'er other
~aI/o()l'8sontali~oi5baslldllnallln!ormalionotwhlchoroDal'8ftlt1Snknowledoo ------
S/Z;o;~ERSONR,ES;oNSIBLEFORFll:~GRETURN (I .~rI'fS~. Front Se., Harrisburg, PA 17110 DAb~!02!98
SIGNA~E;~E.<P~, ~'~;~E~ ~~.~~ ~iPl1~;'VE ; ,If 'A'~~;ESS DAT'E------
_ -, .., JJ:~:!#{ f,! .____ O~/"02/11
,
Decedent's Complete Address:
"",",,,,,,-- --- .. - ----- --- - - - - -.. _u - - -.. 1
OI:;:':"~""::~:-~=: ~:~=]"'';i~_1~ l~~_ -
Tax Payments and Credits:
1. lax Due (Pago 1 1I11O 1B)
2. Credits/Payments
A Spousal Poverty Credit
B Prior Paymenls
C.Di9count
(I)
24,681.85
"24-000~OO _m
c__ ___~_.____~__
~_1...z..E?~,J.9_____
Tolal Crudlls ( A + B I C 1 (2)
25,263.16
3.
InteresUPonalty if applicable
D.lnlorosl
E. Penalty
_.-._~----~-----
5.
TotallntorostlPenally (Il + E) (31
If line 2 is greater than line I + line 3, enter Ihe difference. Tills is Ihe OVERPAYMENT,
Chick box on Pagll Line 19 to requllta refund (4)
If line 1 + iine 315 greaterthan line 2. entnr tlie difference Tllis is llie TAX DUE, (5)
A. Enler Ihe Interest on the tax due (SA)
8. Enter the tolal of Line S + 5A Tills is 1110 BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
-I mmllm . J 11_. I r.t
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Old decedent make a transfer and:
a. retain the U$e or Income of the property transferred: ................
b. retain the right to designate wtlo shall use the property transferred pr its income, ..
c. retain a reversionary Interest; or..
d. receive the promise for life of either payments. benefits or care? ...
2. If death occurred on or before December 12. 1982, did decedent within two years
preceding death trallsfer property wlthoul receiving adequate consideration? If death occurred
after December 12, 1982, did decedent trllnsfer property within ono year at death wllhout
receiving adequate consideration? .. ... 0
3. Did decedent own an .'In trust fo( or payable upon death bank aGGount or security
at his or her death? ........ ..0
4. Did decedent own an individual retirement account, annuity, or other non.probate property? ..0
_'iAl.31
4.
Yes
.......0
o
....[J
....[)
No
~
IX]
[XI
00
00
IX]
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES.
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
_1l__.."""'j['''''-'!'''''~''r",,,,,,,\l'':<''T:rr:<~'~;\'','~.WIi',,i''l'''"r' ."~,'<f'll"j'"'~"'!l?~N,~l,,,)'ti!.,\'!;:~!^:P~.,':~1l!:(i,,~;:Y,W'iWj:;i,"F(;~1'(4l1I"ff;1'1~)IIfIj"""--
.i-~~~~4'A~1ih1YHMJffil.flfi;',v,)..l.;l".'f"frJ." "l..''''i.~irn-., 'lrl'):"..",~_, ""~",."...;",,.p,,-_""" ,\"",","'h", ,..'"."._'., "\'-'-""~-'." _,,,,,.~,,._.,,,,~'ft~~~~Bel
72 P.S, ~9118 (a) (1.1) (I) provided for the reduction of tile tax rate Imposed on the net value of transfers to or for the ,ISe of the
surviving spouse from 6% to 3% for dales of death on or after July 1. 1994 and before January 1, 1995
72 P.S, ~9116 (a) (1.1) (Ii) provided for the reduction of tile rate imposed on the net valuo of transfers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or after January 1, 1995 The statute Qo.q'LD.QLe_~~Il1p.! a transfer to a surviving spouse
from tax, and the statutory requlremenls for disclosure of assots and filing a tax return are still applicable even If the surviving spouse
Is the only beneficiary.
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995. Please answer the loll owing question by placing an '.K.' In the
appropriate space.
Old the decedent create a trust or similar arrangement which Is solely for the surviving spouse's benefit for his or her entire
lifetime? Yos [] No ~
If you answered yes to the abovtl question, the tax on the tlllst or similar arrangement Is postponed untillhe death of the second
spouse, at which time It will be fuily taxable atllle rate(s) applicable to the remainder beneflciary(ies). Enter the value of the trust on
Schedulo ,J, Part ti, in order to remove It from the calculation of the tax due in this estate. You may wish 10 file Schedule 0 In order to
make the election available under Section 9113. If the election is made, the trllst or similar arrangement is taxed in the estate of tha
first decedent spou~e, the portion of the trust or similar arrangement which benefits tho surviving spouse is taxed at the zero tax rate,
and the remainder Is taKed at the rate(s) applicable to the remaindm beneflciary(les). If you choose to make the election, you must
attach Schedule 0 to a timely. filed tax return, along with Schedule(s) K and/or M In order to show the apportionment of the trust or
similar arrangement between the surviving spouse anel the remainder beneflciary(las).
MVt~~""" '.
COMMONWEALTH Of PENNSYlYANIA
INHERITANCE TAK RETURN
SCHEDULE E - (CON'l'! lED)
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
ANITA JAFFE a/k/a ANITA ROSENSTEIN JAFFE
FilE NUMBER
1997-01007
Include the proceed' 0' litigation and lI1a dall lI1e proceed. were received by the "lale. All property jolnrty-owned wtth tha right of aurvlvorlhlp mua' be dle.loaed on Schedult F,
ITEM VALUE AT DATE
NUMBER llESCRIPilON OF DEATH
12 Certificate of l~posit - Hudson City Savings Bank
#60-615029
Date of death balance: $ 5,000.00
13. certificate of Deposit - Hudson ci ty Savings Bank
#60-905658
Date of death balance: $ 11,069.15
14. Certificate of Deposit - Marine Midland Bank
#056472129
Date of death balance: $ 20,249.18
15. Certificate of Deposit - Marine Midland Banf{
#056472706
Date of death balance: $ 15,005.94
16. Certificate of Deposit - Marine Midland Bank
#056476507
Date of death balance: $ 10,003.96
17. Savings Account - Green Point Bank
#655-016209-0
Date of death balance: $ 6,975.90
18. Certificate of DL~posit - Green point Bank
#655-024593-7
Date of death balance: $ 20,361.61
19. Certificate of Deposit - Green Point Bank
#655-027948-0
Date of death balance: $ 18,042.00
20. Pennsylvania Blue Shield
Re: Reimbursement for office visits on 10/20/97 & 10/21/9'7
Dr. Howard R. Cohen $ 9.12
21. XACT Medicare Services
Re: Reimbursement for office visits on 10/20/97 & 10/21/97
Dr. Howar.d R. Cohen $ 61.60
22. Dauphin Deposit Bank and Trust Company - Interest
C.D. #1478117454 $ 76.08
23. Harris Savings Bank - Interest
C.D. #1056165716 ~; 29.78
TOTAL (Also enler on line 5, Recapitulation) $ (CON'l'INUED)
(If more space is needed, insen addilional sheels of Ihe same size)
MVI~"""n, '*
COMMONWEALTH Of PENN6YLVANIA
INHERITANCE TAX REllIRN
SCHEDULE E (CON'l'INlJE )
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
ANITA JAFFE a/k/a ANITA ROSENSTEIN JAFFE
FilE NUMBER
1997-01007
Includf 1110 prooeed' of lilillollon and the d.lolho proceed. wore rooolvod by lito ..talo All propolly jolntly"""'od wlth tho right of ou",ivorahlp muol be dlteloood on llchodulo f.
ITEM --. -- VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
x.
24. Hudson City Savings Bank - Interest
C.D. #600905658 and #6000615029
34. USF&G
Rei Refund on rental insurance
$ 75.74
$ 166. 12
$ 123.58
$ 257.69
$ 25.35
$ 23.24
$ 7.50
$ 1,482.00
$ 200.30
$ 13.04
$ 110.00
25. The DIme SavIngs nank - Interest
C.D. #01105603051
26. Marine Midland Bank - Interest
C.D. #05647650-7
27. Harris Savings Bank - Interest
C.D. #116122188/ #416129359/ #416129399/ #1056185716.
28. Time, Inc.
Rei Refund from r~gazine subscription
29. T.V. Guide
Rei Refund
30. The patriot News
ReI Refund
31. The Woods at Cedar Run
Rei Security deposit refund
32. pennsylvania Blue cross/Blue Shield
Rei Refund on coverage 1/1/98 to 3/1/98
33. Bell At1anHc
ReI Phone bill refund
-
TOTAllAlsoenter on line 6, Re<;apllulallonl $ 285,952.50
(If more space is needed. insM addillonal sheels of Ihe same size)
"""!"""I'"I,.
COMMONWEAllllOf PENNSYlVAlllA
INHERITANCi: TAX Ri:TlJRN
. T 'T
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
I\NITI\ JI\FFE a/k/a I\NI1'lI ROSENS'l'EIN 11AF~'E
FILE NUMBER
1997-01007
^,yi:~:,:~:'"-"~'-o~,"'''",~--
1. -T:ese Funeral Home
2. Clergy
3. Ohev Shalom 'I'emp1e Sisterhood
4. Naomi Asnes-Reimbursement for luncheon after funeral
5. Mount Moriah Cen~tery of New Jersey-Perpetual Care
6. Death certificates
7. Memorials by Riverside, Inc.
B. ADMINISTRATIVE COSTS:
1, Pe",onal Repre"'nlall,a's Commissions
Name of Pe""nal Represenl,lI,e (s) -0-
Social Secunty Numbe~s)1 EIN Number of Pe",onal Represenlllll,e(s)
Skeet Address
2.
3.
4.
5,
6.
7.
n. 8.
9.
10.
11.
12.
13.
14.
15.
City
Slale
Zip
Yea~s) Commission Paid
A<<omey Fees SMIGEL, ANDERSON & SI\CKS
Family Exemption: (II de<edant's eddress ~ not Ihe same", claimant',. attach .xplanallon)
Clelmant -0-
Streel Addre..
City
Rolallo",hlp 01 Claimant 10 Oe<edenl
Slale
Zip
probsteFee, Register of Wills of cumberland County
Accountant'. Fee' william 1\. Ho1sberg, CPI\
Tal( Return Preparers ~ees
Travel Expenses
postage
'rhe Sentinel - Legal lIdvertisement
Cumberland Law Journal - I.ega1 Adverdsement
Robert Sullivan-Removal of furniture from apartment
Death Certificate - Benjamin Jaffe
Notary Public
Filing Fees-Family settlement I\greement
Income Taxes
AMOUNT
$
6,628.10
300.00
100.00
204.20
2,795.00
30.00
1,038.00
$
10,000.00
$
$
389.00
2,875.00
$
1,758.90
275.05
73.68
60.00
75.00
29.00
10.00
25.00
1,000.00
TOTAL (AI'o enter on line 9, Recapitulation) $ 27,665.93
(If more space Is needed, Insert additional shoots 01 the sam~ size)
REVlf'J~.'(I"1 .~~
,.it
COMMONWEALTH Of' f'tNNSY\ VANIA
INlIlJllrANCE TAX HETlIHN
_-=~~lliDPNfOFCf:~~...=
ESTATE OF
ANITA JAFFE a/k/a ANITA ROSENSTEIN JAFFE
SCHEDULE I
DEBTS OF DECEDENT,
MQBIGAGE L1AB.J1!I.l.E;" & LIEli~
-~
FILE NUMBER
1997-01007
Include unrelmburud medical expenses.
ITEM
NUMBER
1. Suburban Cable
ReI Cable bill
DESCRIPTION
AMOUNT
$ 6.18
$ 23.85
$ 14.50
$ 117.00
$ 401.00
2. Bell At1antic-PA
ReI Phone bill
3. Checks
4. Department of Revenue - 1997 State Income tax
5. tnternal Revenue Service - 1997 Income Tax
TOTAL (Also enter on line 10, Recapllulallon) $
(If more space is needed, Insert addlllonal sheels of Ine-same size)
562.53
,ARTICLE III
I give the rest, residue and remainder of my estate to my
children in equal shares. Should my daughter DEBORAH MILDRED JAFFE
COHEN fail to survive me then I give her share to her children, MICHAEL
ETHAN COHEN, BRUCE ANDREW COHEN and JONATHAN MONROE COHEN, share and
share alike. Should my son JULIUS MEYER JAFFE fail to survive me then
I direot that his share be distributed as follows:
A. The sum of Ten Thousand ($10,000.00) Dollars to my
granddaughter JENNIFER JAFFE;
B. The sum of Ten Thousand ($10,000.00) Dollars to my
grandson JONATHAN ANDREW JAFFE;
C. The balance of aaid share to the children of my daughter
DEBORAH MILDRED JAFFE COHEN, share and share alike.
ARTICLE IV
A. I appoint my daughter DEBORAH MILDRED JAFFE COHEN as the
Executor of this will. In the event of her death, resignation,
renunciation or inability to act in that capacity, then oJ: appoint my
son JULIUS MEYER JAFFE as the Executor of this Will in her place and
stead.
B. No bond or other security shall be required cf any
Executor appointed in this Will.
C. The Executor shall receive reasonable compensaticn for
his cr her services performed as determined by the Court in which this
will is admitted tc probate.
Page 2 of 7
D. I give my Executor in addition to and not in limitation
of the powers given by law or by other provisions of this Will, the
following powers with respect to settlement of my estate, to be
exercised from time to time in the discr.etion of my Executor without
further order or liceilse of the Register of Wills or of any court:
1. To retain any property, pending distribution
hereunder, to invest in or purchase any property without
restriction to legal investments for fiduciaries, to
distribute property in kind, to compromise claims, and to
sell any property at public or private sale;
2. To hold shares of stock or other secur.ities in
nominee registration form, including that of a olearing
corporation or depository, or in book entry form or
unregistered or in such other form as will paas by delivery;
3. 'ro engage in litigati9n and compromise, arbitrate or
abandon claims;
4. To make distributions in cash, or in ltind at current
values, or partly in each, allocating specific assets to
pa.rtioular distributees on a non-prorata basis, and for such
purposes to make reasonable determinations of ourrent values;
5. To make elections, decisions, concessions and
settlements in oonnection with all income, estate,
inheritance, gift or other tax returns and the payment of
such taxes, without obligation to adjust the distributive
share of income or principal of any person affected thereby;
6. To borrow money from any person including any
fiduoiary acting hereunder, and to mortgage or pledge any
real or personal property;
7. To manage, oontrol, repair and improve all estate
property;
8. To procure and carry at the expense of the estate,
insuranoe of the kinds, forms and amounts deemed advisable by
the Executor to protect the estate and the Executor against
any hazard;
9.. To employ any attorney, investment adviser,
acoountant, broker, tax specialist or any other agent deemed
necessary in the discretion of the Executor; and to pay from
the estate reasonable compensation for all services performed
by any of them;
Page 3 of 7
10. To oonduot. alone or with others any business in
whioh I am engaged or in whioh I have an interest at my
death, with all the powers of any owner with respeot thereto,
inoluding the power to delegate disoretionary duties to
others, to invest other property held hereunder in suoh
business and to organize a partnership or oorporation to
oarry on such business,
ARTICLE V
If any beneficiary or remainderman under this Will in any
manner, directly or indirectly, conte.sts or attacks this Will or any of
its provisions, any share or interest in my estate or in the estate of
the Trust given to that contesting beneficiary or remainderman under
this Will is revoked and shall be disposed of in the same manner
provided herein as if that contesting beneficiary or remainderman had
predeceased me without issue.
ARTICLE VI
If any provision of this Will or of any codicil thereto is
held to be inoperative, invalid or illegal, it is my intention that all
of the remaining provisions thereof shall oontinue to be fully
operative and effective so far as it is possible and rea90nable.
ARTICLE VII
All estate, inheritance and succession taxes, together with
any interest and penalties thereon, payable as a result of my death and
imposed with respeot to any property, whether or not disposed of by
this Will, shall be paid out of the residue of my estate.
~
Page 4 of?
instrument as my Last WillI thQt I signed it willinglY' and that I
signed it as my free and voluntary aot for the purposes therein
expressed.
...
ROSENSTEIN
Sworn or affirmed to and aoknowledged befora me,
iO 411
JAFFE, Testatrix; this ~ day of _l)lJ(;()';';[
by ANITA
, \
1988.
j~)1ill#J (1. Q/'~ -'
Nofar~ pUbl1'& V
My Commission Expires:
GWYNNE C. PRINGLE, Nf.'!ory Public
Ar'FIDAVIT Harrisburg, Dauphin County, Pa.
My Commlnlon Explr.. May 29, 1989
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF DAUPHIN
SS.
we,~~
'R~;I1G\, L tJ...J.e('
, __:JQhY1 C l1lcr:'\o t1
and
--'
the witnesses whose names are signed to
the attached or foregoing instrument, being duly qualified acoording to
law, do depose and say that we were present and saw ANITA ROSENSTEIN
JAFFE sign and execute the instrument as her l,ast Will and Testament,
that she signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed, that each of us in
hearing and sight of the Testatrix signed the Will as witnesses and
that to the best of our knowledge, the Testatrix was at the time
eighteen or more years of age, of sound mind and under no oonstraint or
undue influence.
Page 6 of 7
2953-1-5 A JAFFE COD/SEL/psm/O~-11-92
FIRST COQICIL.JO T~E WILL OF
ANITA. ROSENSTEIN J~
I, ANITA ROSENSTEIN JAFFE, of 824 Lisburn Road, Camp Hill,
Cumberland County, Pennsylvania, having made my Last Will and Tflstament
dated August 29, 1988, do hereby make, publish and declare this to be a
First Codicil to my said Will.
Deletion of provision
Article lIon Page 2 of the aforesaid Will is hereby revoked.
Republication_of Will
In every other respect I hereby confirm and republish my Last
Will and Testament dated August 29, 1988.
IN WI'rNESS WHEREOF, I have hereunto set my hand and seal
caused this First Codicil, consisting of three (3) pages, including
this attestation clause, to my Last Will and Testament dated August 29,
. /) H,
1988 to be executed, declared and published thlS -1__ day of
Ar-,LL.L , 1992, at 2917 North Front street, Harrisburg,
Pennsylvania.
()T\(.'(Ct- u.:)()')"'Wi'I'~ )c1I/~:
ANITA ROSENSTEIN JAFFE . {
~ A.. l_r,.-,LJ e. ..f-.JI..<L ,L.A, L
Residing at S'>UL {>1"v..._,,7.:.11.A...rL;rf.-J::.
'~};'Itt n h . " l'F. , ,. ff fA '-11 \ I
r .
Residing at 53.7 Ii/ f/d't JePtt:l-t/.r '
{h'Ldo~ M /;~/..3
,tdllll& ->d ~tO
:-:r~ 9 ljr!l.,
Residing at 7" '/ ,e..<.-<~..L~
(A-:>('-<-<fA';'~, (j,~ I 7.:' If'
ftHIUIQI.. .\NI)I'lIlMON It: NAC'IIH
2917 NORTH FRONT STREET. HARRISBURG, PENNSYLVANIA 17110. I 223
PO F 517.'
011>I- of 1M TlN..,1Y
Buroou 01"" Public Dobl
."'..'
.1' "'.
,
~. . OMIINo,l~
TREASURV C SECURITY TRANSFER AND SALE REQUEST )
DIRECT~
P I ,I
1. TREASURY DIRECT ACCOUNT INFORMATION
TREASURY DIRECT ACCOUNT NUMBER [41 AI q~- L 41 2161_14 12 13 151
ACCOUNT NAME
ANI~.1l, JAFlo"E
824 Lisburn Road
Camp Hill, PA 17011-7102
2. SECURITIES IDENTIFICATION AND AMOUNT CHECK THE BOMES WHICH ^PPlY AND PROVIDE THE INFORMATION REQUESTED,
~ Transfer my securities totaling $ 20,000,00
CUSIP
9128271,67
o Transfer $
AMOUNT CUSIP AMOUNT
$ 01 L
$ $
$ $
$ $
$ $
of my holdings for CUSIP number
'" wou ItI NOT IrtnrifttmO._ 01 ~, h~ lot thAi CUSlP ana you hi.... ,lbo.ccountI, ~ mUlt Ilto... lhIlClIl:tfIo 1\.OoIOCN'ltIIInclltnOW\tllQ tit ltlnlftrtld bilow, TNllnfotmaUon II
ItlooMl on rM fREASURV DIRECT SlIIllment 01 Acoount.)
SUB.ACCOUNT AMOUNT
LlJ $
SUB.ACCOUNT '.MOUNT
LU $
SUB.ACCOUNT AMOUNT
W $
3. TRANSFER' SALE AUTHORIZATION
I request the BecuritleB described above be transferred from my Identnled TREASURY DIRECT eccountto the Federal Reserve Bank
of Chicago (FRB Chicago), I also authorize FRB Chicago, as fiscal agent for the Un~ed Statas, to sell thll above Identnled securitlee
and to charge a transaotlon fee for each security which will be deduoted prior to dep08~lng the settlement amount due me. I
understand FRB Chicago will make a reasonable effort to obtain a price quote from at laast three (3) government securltJee dealers
and will sell the eecuritles to the dealer with :he highest price quote for neld dllY selllement. I agree to Bocept the pricll received by
FRB Chicago from the dealer sBlected as having the highest price quote. I understend the T Illasury Department and FRS Chicago
ehall not be flable for chBngee In market conditions affecting the price received for the security, or for any loas which I may Incur as a
reault 01 the tranaactlon or the Inability 01 FRB Chicago to complete the tranaaotlon.
Under panaltlea of pe~ury, I certify that the Information provldlld on this form Is tAle, correct and complele, (If there are two owners
joined by the word 'and" both must sign,) This requsst is submllled purouant to the provisions of the Department of the TreBsury
Circular, PO Series No 2.86 (31 CFR Part 357) Bnd 1.93 (31 CFR Part 356),
ESTlI OF ANITA ROSENSTEIN JAFFE
By' ~"'~~~~Executr1X
Deborah r~ mf en TIlle
D...
c/o 717-234-2401
TIIop/loM
al,nllUfI of Poy"
TIll.
1lIt.
TllIphOM
~IST OF-'1I.BIEJL.!!_~I_TEJLJ!TAT~~LB.lI,y.n:!'9S BQHPJ?
-
TYPE AMOUNT NAME &: ADDRESS ISSUE BOND II
DATE
-
SERIl~S H $ 10,000.00 ANITA .JAFFE 12/76 X504B192H
270 N. Old NasElau Rd.
,Jamesburg, N "J, OBB3I
SERIES H $ 10,000.00 ANITA JAFFE 12/'16 X504B191H
270 N, Old Nassau Rd,
Jamesburg, N,J, OBB31
SERIES H $ 10,000.00 ANITA JAFFE 12/76 X504B190H
270 N. Old Nassau Rd,
Jamesburg, N.J, 08B31
SERIES H $ 10,000.00 ANITA ,JAFFE 12/76 X5048194H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
--!--
SERIES H $ 10,000.00 ANITA JAFFE 12/76 X504B193H
270 N. old Nassau Rd.
Jamesburg, N.J. 08B31
SERIES H $ 5,000.00 ANITA JAFFE 12/76 V5172754H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 5,000.00 ANITA JAFFE 12/76 V5172755H
270 N. Old Nassau Rd,
.Jamesburg, N,J, OBB31
SERIES H $ 5,000.00 JI.NITA JAFFE 12/76 V5172753H
270 N. Old Nassau Rd,
Jamesburg, N.J. OB831
SERIES H $ 5,000.00 ANITA JAFFE 12/76 V5172752H
270 N, old Nassau Rd.
Jamesburg, N.J. 08B31
SERIES H $ 5,000.00 ANITA ,JAFFE 12/76 V5172751H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 5,000.00 ANITA JAFFE 12/76 V5172750H
270 N, Old Nassau Rd.
Jamesburg, N, ,1. 08831
SERIES H $ 5,000.00 ANITA JAFFE 12/76 V5172749H
270 N. Old Nassau Rd.
Jamesburg, N,J. 08831
SERIES H $ 5,000,00 ANITA JAFFE 12/76 V517274BH
270 N, Old Nassau Rd,
Jamesburg, N.J, 08831
--
--. --
SERIES H $ 5,000.00 ANI'I'A ,JAFF[~ 12/76 V5172747H
2'/0 N. Old Nassau Rd.
Jamesburg, N.J. OB831
SERIES H $ 5,000.00 ANITA .JAFFE 12/76 V5172'/46H
270 N. Old NaSElau Rei,
Jamesbur,J, N,J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/'/6 M16898240H
2'/0 N. Old Nassau Rd.
Jamesburg, N.J, 08831
SERIES H $ 1,000,00 ANITA JAFFE 12/76 M16898241H
270 N, Old Nassau Ed,
Jamesburg, N.J. 0883 J.
SERIES H $ 1,000.00 ANITA ,JAFf'E 12/76 M16898242H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898243H
270 N. Old Nassau Rd.
Jamesburg, N,J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898244H
270 N, Old Nassau Rd.
,Tamesburg, N .cT, 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M1689B245H
270 N. Old Nassau Rd.
,Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16B9B246H
2'/0 N, Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16B98247H
270 N. Old Nassau Rd.
James~urg, N.J' . 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898248H
270 N. Old Nassau Rd.
Jamesburg, N,J. 08831
- -
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898249H
270 N. Old Nassau Rd,
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M1689B250H
270 N. Old Nassau Rd,
Jamesburg, N,J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898251H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
-
-
SERIES H $ 1,000.00 ANITA J'AFFE 12/76 M16B98252H
270 N. old Naosau Rd.
Jamesburg, N, ,J. 08831
SERIES H ,. 1,000,00 ANITA JAFFE 12/76 M16898253H
'I
270 N. Old NaSBau Rd,
Jam~_sburg , N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898254H
270 N, old Naosall Rd.
,Tamesbllrg / N.J. OB831
- -
SERIES H $ 1,000.00 ANITA ,TAFFE 12/76 M1689B255H
270 N. Old Nassau Rd.
Jamesburg, N,J. 08831
-
SERIES H $ 1,000.00 ANITA ,JAFFE 12/"16 M16898256H
2"10 N. Old Nassau Rd,
Jamesbllrg, N .,J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/"16 M16898257H
270 N. Old Nassau Rd.
Ja.mesbllrg, N,J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M1689825BH
270 N, Old Nassau Rd.
Jamesburg, N.J. 08831
$119,000.00
-
December 23, 1997
Smigel, Anderson & Sacks
2917 NOrth Front Street
Harrisburg, PA 17110-1223
M~~~~~~
Opt'ralions Center
R:15 North 121h Streel
I.I,mo)'ne, Pllnns)'ll'lInla 17043
71717:11-1440
Tho inror~lo.tion which :'ou l"oquc~,torl on the f\ccount(o) 01' Anita R.
Jaffe Estate (.~or.inl S,neurity Humbl)T ' 135-38-0940) ill tlS fo~lo~m.
Account !lumn~r(l\)
Cb~1\ of ^CcC\,"~
D:!te Openoc
Prinei?:!l uo.~nnee
Accr~~(l !ntcrcDt
Dalnnce nt
tote of Death
Account
C1wnor:>hip
!lame of Joint
Owno:-, if Q ny
Dote Ownnrship
W.u tstnblinhed
Arl~itionol !nfor-
rnntlon n('l')'ln~tC!0
_ill.-001085B7 10-58-211355 lO-55-'9A508
~inqs Certificate Cp-rtificate
11-3-86 8-27-91 10-24-96
--
$7,068.63 $10,000.00 $12,800.00
53.72 12.10 15.18
7,122.35 10,012.10 l:l, 815 .18
--
Individual Individual Individual
No record of a safe deposit box.
11-3-86 8-27-91 10-24-96
Please complete the enclosed W..9 form and return it to
our office in the provided envelope.
/.~incerely,
~.".. .~ /("
/" /, - /.
C //. .........l.....<._.._.) -"".<..'--
Gretchen L. Cale
ACCOUNT NUMBER(S) 01-16-122188
Certificate
CLASS OF ACCOUNT
4-27-88
DATE OPENED
$10,000.00
PRINCIPAL BALANCE
12.10
ACCRUED INTEHEST
BALANCE AT 10,012.10
DATE OF DEA'rH
Individual
ACCOUNT OW}lERSHIP
NAME OF JOINT
OWNER (if any)
4-27-88
DATE OWNERSHIP
ESTABLISHED
.......--- . .
Decedent Confirmation II
Name Anita Jaffe
Social Security No 135-38-0940
Date of Death 12-09-97
Description Account Account Account
Aeeount No. 5'7-65051.9 NI00268916 v' 8000173328 v'
Aeeount T)'JItl Checking Certificate ofDeposit C..rtificate of Deposit
Date Opened or Issued 06-12-86 04-29.94 10-26-92
Date Closed or Matured 10-29-98 (Maturity) 08-26-98 (Matruity)
Date of Death Oalanee $10,084,20 $30,000,00 $20.000,00
PLUS PLUS PLUS PLUS
--
Date of Duth Aeeru," Int. $6,73 539,04 533.84
Joint Owners (If any) None None None
Date or Joint Ownership n
\'
Special Comments: N/A
Description Account Account Account
Aeeount No. 8000162369 v 01400106
Aeeount Type Certificate of Deposit Safe Deposit Box
Date Opened or Issued 08-09-88 09-19-90
Date Closed or Matured 08-08.98 (Maturity)
Date of Death Balanee $21,462.78 Not Applicable
PLUS PLUS PLUS PLUS
Date or Death Aecrued Int. $2,79 Located at Camp Hill
Branch
Joint Owners (If any) b Benjamin Jafee trust & None
Co-trustee Deborah Cohen lIt
& Julius Jafee
Date or Joint Ownership 08-09-88
UN *~-(,~O" 4s!.
Special Comments: N/A
Date P.'epared: J.nuary 8, 1997 Prepared by: Benita D, Wright
(Rev 1/8/95) Page: 2
0':l6412l29
'1.0 'O6,'O/l991
stmt ~~da: 0 ?age
__Slo__S:~-~SS
--..----.--
_-----tIIs:a
.,,;;:.....ss
___s:s=I'II
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sya\:.em: 'ttl1>-
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\ -
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~e'l I, 1\Cco\l.n\:.:
em: ,,>U1\
:1>- J1\f~~06/10/l991
J st..mt.
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lost Date ~'t~R~S't
01/1l/l991 \~,!~R~S't e\\~e~
01/1l/l991 eeo~'t ~'tUR~u
OB/l'O/l991 ~~'t~R~S't e\\~e~
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"p.~ 0.00
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20,24"....-
20,20\9.l'O
"alance
20,1~1.92
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20,29'0.34
20,249,lB
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l~'t p.Oll
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_o_..~'JSS=-
_------~---- e~~C~~
.."'.............. "'Ceu't~ ?fl2" 1""
...................... U \?f'\.'\."~
.......................... D1C't ?l1'O..l1R'A
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..............~ ?f2..ao'to ".g~U
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.049000
,000000
uo 'J.'O:
ANITA JAFFE
system:. .TDA Account:
"'''''uUlll. ::'UllllllclLY - Ul-'t:lll
&"Q~Cl. V~ T
135-38-0940
,647~706 Rel:
ANI'l'A/ JAFFE/
THE WOODS AT CEDAR RUN
824 LISBURN RD APT 606
CAMP HILL PA 17011-7100 Ctry:US
UBI. 0.00 ALC DOP 08/23/7'1 RSP 00056 'fIN S135380940
CHN 0 CHA 0.00 AHA 0.00 STT M DOl 08/25/97
UPC 0.00 UNC 0.00 PCC CD40 DaM 08/27/98
BAl. 15,005.94 ABL 15,005.94 BPV 0
DF1 0.00 DF2 0.00 DF3 0.00
PEN 181.30 UPI 0.00 CLO 15,171.01
lAP 346.37 IAV 0.00 IR1 .049000
FWY 0.00 TRF 000000000 INT AOll IR2 .000000
~a~====~====~========~=======CC============================~====~==========~===
PF1=HELP PF2=GOTO MENU PF3=EXIT PF6=DICT PF8=FRWD PF11=ACCDTL PF12=CANCEL
SAS006
Go To:
printer T'
Charge?:
system: TDA Account:
ANITA JAFFE
prev Stmt: 06/30/1997
Customer Information File
Statement History - Deposits
Transaction List Display
02/11/1998 17:37
Post Date
07/31/1997
07/31/1997
08/22/1997
08/22/1.997
Description
INTEREST
INTEREST CHECK
ACCOUNT MATURED
INTEREST CHECK
62.80
48.59
48.59
DCD
15,005.94
15,005.94
15,005,94
Balance
15,068.74
15,005.94
15,054.53
b-'\c1rcl.5, 005.94
056472706
10
Stmt Ends:
, Beg Bal:
, End Bal:
08/22/1997
page
Starting Bal:
Debit Credit
62.80
.
a=aC==D=========~=====D=.Dm=n=.=D=a.=====a===~===.~==P=======.=.==aaaa~..===.mu
PF1=HELP PF3=EXIT
PF9=ORDER COpy PF11=PRNT LIST
End of statements selected
PF12..CANCEL
Account:
'6476507 ReI:
.
ANITA/JAFFE/
THE WOODS AT CEDAR RUN
824 LISBURN RD APT 606
CAMP HILL PA 17011-7100 Ctry:US
UBL 0.00 ALC DOP 07/25/84 RSP 00056 TIN S135380940
CHN 0 CHA 0.00 AHA 0.00 STT M DOr 07/29/97
upe 0.00 UNC 0.00 PCC CD40 DOM 07/29/98
BAL 10,003.96 ABL 10,003.96 BPV 0
DF1 0.00 DF2 0.00 OF3 0.00
PEN 123.34 UPI 0.00 CLO 9,894.34
lAP 13.71 IAV 0.00 IR1 .050000
FWY 0.00 TRF 000000000 INT EOll IR2 .000000
PF1~HELP PF2mGOTO MENU PF3mEXIT PF6~DICT PF8aFRWD PF11mACCOTL PF12mCANCEL
~====aDD==ar.==m===========~~=~=n====c=~======c=====aa=====~:===========a==.=a==
SAS006
Go To: _
Printer:
Charge'? :
System: TDA Account:
ANITA JAFFE
Pre v Stmt: 12/31/1997
Customer Information File
Statement History - Deposits
Transaction List Display
02/11/1998 17: 39
056476507
10
Stmt Ends:
01/30/1998
Page
Beg Bal:
, End Bal:
10,003.96
10,003.96
Post Date
01/30/1998
01/30/1998
Description
INTEREST
INTEREST CHECK
Starting Bal: 10,003.96
Debit Credit Balance
42.57 10,046.53
42.57,D..... 'CI._' ,...10,003.96
IOU \",.iII:"~'"I\~
.
=====a=~=====a==~==~=.===...=.=~.==a====wu.....~==..==...==========.========...
PF1mHELP PF3m8XIT
PF9=ORDER COpy PF11=PRNT LIST PF12=CANCEL
End of statements selected
LlS~ OF SERIES H UNITED STATES SAVINGS BONDS
TYPB: AMOUNT NAME " ADDRESS ISSUE BOND II
DATE
-
SERIES H $ 10,000.00 ANITA JAFFE 12/76 X5048192H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 10,000.00 ANITA JAFFE 12/76 XS048191H
270 N. Old Nassall Rd.
,lamesburg, N.J, 08831
SERIES H $ 10/000.00 ANITA JAFFE 12/76 XS048190H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 10,000.00 ANITA JAFFE 12/76 XS048194H
270 N. Old Nassau Rd.
cTamesburg, N.J. 08831
SERIES H $ 10,000.00 ANITA JAFFE 12/76 XS048193H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 5,000.00 ANITA JAfo'FE 12/76 VSl72 754H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 5/000.00 ANITA JAFFE 12/76 V5172755H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERI ES I{ $ 5/000.00 ANITA JAFFE 12/76 V5172753H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831 .
SERIES H $ 5,000.00 ANI'rA JAFFE 12/76 V5172752H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 5,000.00 ANITA JAFFE 12/76 V5172751H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 5,000.00 ANITA JAFFE 12/76 V5172750H
270 N. Old Nassau Rd.
Jamesburg, N.J, 08831
-
SERIES H $ 5,000.00 ANITA JAFFE 12/76 V5172749H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 5/000.00 ANITA JAFFE 12/76 V5172748H
270 N, Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 5,000.00 ANITA JAFlfE 12/76 V5172747H
270 N. old Nassau Rd,
Jamesburg, N.J. OB831 --
- -
SERIES H $ 5,000.00 ANI'rA JAFFE 12/76 V51727461l
270 N. Old Nassau Rd.
Jamesburg, N.J, OBB31
.-
SERIES H $ 1,000.00 ANITA JJ\FFE 12/76 M1689B2401l
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
.
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M168982411l
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
-
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898242H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
-
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898243H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898244H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898245H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16!3982461l
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 A.l<JITA JAFFE 12/76 M16898247H
270 N. Old Nassau Rd, .
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898248H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898249H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898250H
270 N. Old Nassau Rd.
Jamesburg, N ..1. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M168982511l
270 N. Old Nassau Rd.
Jamesburg, N.J. OB831
SERIES H $ 1,000.00 ANI'l'A JAFRE 12/76 M16898252H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAF'FE 12/76 M16898253H
270 N. Old Nassau Rd.
Jamesburg, N.J, 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898254H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
-
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898255H
270 N. Old Nassau Rd.
.Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/'76 M16898256H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898257H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898258H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
$119,000.00
.
--~.~'" *'
C(lMMOHWEALTll OF PENNSYLVANIA
INHERlTAHa TAM R!T\JRH
SCHEDULE E (CONT )
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
ANITA JAFFE a/k/a ANITA ROSENSTEIN JAFFE
flU NUMBER
1997-01007
I~ Iht prooNClI olllllQllIon IrId Iht dllllht proceedI wtrIlIOIMId by Iht ....11, AI plOpllly jo~wned willi tilt rtgfll ollUl'ftWolllllllnm lit d..... otIllclM1c1ull f,
IrEM VALUE AT DATE
NUMBER DESCRIPTION 01" DEATH
X
24. Hudson City Savings Bank - Interest
C.D. #600905658 and #6000615029
25. The Dime savings Bank - Interest
C.D. #01105603051
26. Marine Midland Bank - Interest
C.D. #05647650-7
27. Harris Savings Bank - Interest
C.D. #116122188; #416129359; #416129399, #1056185716
28. Time, Inc.
ReI Refund from magazine subscription ,
,
29. T.V. Guide '"
Re: Refund
30. The PatrIot News
Re: Refund
31. The Woods at Cedar Run
ReI Security deposit refund
32. Pa~sylvania Blue Cross/Blue Shield
Re I Refund on coverage 1/1/98 to 3/1/98
33. Bell Atlantic
ReI Phone bill refund
34. USF&G
ReI Refund on rental insurance
$ 75.74
$ 166.12
$ 123.58
$ 257.69
$ 25.35
$ 23.24
$ 7.50
$ 1,482.00
$ 200.30
$ 13.04
$ 110.00
TOTAL (Also enter on line 6, Reespitulationl S 285,952.50
11,,16"1998
JAFFE
12"09-1997
21 97-1007
CUMBERLAND
101
[~==~:.i~=~elt.t,~ "j
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS .....
iiiV: is;;? "EX" "AFP-ilI9:97T"iioi'"icE--oF" Y NHEiiif iiHCi- i:A'in-pjiii'A i sEMEii'r; -ALi.-owilNcE-iili- - m.,,,_ --- -- m_
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ANITA R FILE NO. 21 97-1007 ACN 101
APPROVED DEDUCTIONS AND EXEMPTIONS I
27,665.93
9. Funeral Expan.../Adtt, Cod./Hhc. Expense. (Schedule H) (91
10. Debb/Hortgege L,lebUitie./Llen. (Schedule II (10) 562.53
11, Totel Deduction. (11)
12. Net Velue of Te. Return (12)
13. CharUabla/GovarNlantal Oaque-its; Non"alectad 9113 Trusts (Schedule J) (3)
14. Net Velue of Eohte Subject to Te. 114 )
NOTtl If en esseSsMent was issued previously. lines 14. 15 end/or 1&. 17 end 18 will
reflect figures that include the tDtel of abb returns essessed to date.
ASSESSMENT OF TAX:
15. AMOunt of Line 14 et Spou.el rete (15)
16. A.ount of line 14 taxable at lin..l/Class A rat. (161
17, A.ount of line 14 taxable at Collat.ral/CI... 8 rat. (17)
18. Principal rax Due
/3 ~ j).{) - /
BUREAU OF INDIVIDUAL TAMES
.ftIUIlAHCJ: UK DIVJGIUN
DEJ1'. ,a0601
HARR19ltIRU, ')A 17128~0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
{I~
NOTICE OF INHERITANCE TAK
APPRAISEHENT, ALLOWANCE DR D1SALLOWANCE
Df DEDUCTIONS AND ASSESSHENT Of TAM
lEROY SMIGEL ESQ
SMIGEl ETAl
2917 N FRONT S'(
HBG
DAn
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
Ld
PA 1711[dl:,
ES11.TE OF JAFFE
TAM RHURN WAS: (X I ACCEPTED AS FILED
I CHANGED
RESERVATION CONCERNING FUTURE INTEREST " SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l est.t. (Schad\I!. AI
2. stocks and Bonds (Schedule BI
3. Clo..ly Hald stock/Partnarship lnter.st (Schedule C)
4. Hortgages/Note. R.ceiv.ble CSchedule D)
6. C.'h/Bank Deposit,/Hiao. Personel Property CSchedule El
6, Jointly OWned Property (Schedule FI
1. Trensfera (Schedul. GJ
8. Tot.l As..t.
(1) .00
(z)_.153.640.15
131 ,00
(4) .00
(51 285.952,50
(0) ,00
(1) .00
181
.00 K' DO.
411,364,19 M ,06.
,00M.15.
(lB)
TAX CREDITS I
---
PAYHENT
DATE
02-20-1998
DISCDUHT I')
INTEREST/PEN PAID (-)
1,234.09
RECEIPT
NUMBER
AA269778
AHOUNT PAID
24 :000.00
TOTAL TAX CREDIT
----
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
*
UV.t,~1 U A"~ tI"'"
ANITA
R
DATE 11-16-1998
NOTE I To insure proper
credit to your ecoount,
lub"it th. upper portion
of thh for. with your
t.x paYMent.
439.592..:.&
,R."R ""
411,364.19
. 00
411.364.19
,00
24,681,85
.00
24,681.85
"
25,234.09
552.24CR
.00
552.24CR
. IF PAID AFTER DATE INOICATED, SEE REVERSE
FOR CALCULATION DF ADDITIONAL TNTEREST.
IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU "AY BE PUE
A REFUND, SEE REVERSE SIDE OF THIS FDR" fOR INSTRUCTIONS.)
RESERYA'fJoth
PURPOSE Of
NOTICE,
PAVMENT.
REfutlD (aU,
OBJECl IONS I
ADMIN
ISTAAnVE
CORRECTIONS I
DISCOUHT.
PENALTY,
INTEREST I
E.t.t.. of dlc.ants dvinu on or b.for. o.ctilllber 12, 1982 h H any futurCl Intere.t, In thtt e.tite is trandlrreet
In po.....lon or enjolttlllnt to ell., " (ooUatetlU b~flolafla' of the decedlnt aUer thl explraUon of any e.t.te for
11te or for Va.r., the COMtOfMIIlth hereby 8MPre..h ruer"u th~ rlfllht to -.pprahe and I..e.. trander InhurltencI hMe.
et the lawful CI... . (collateraU rat. on any .uch futur'. Int.r..t.
To fulfill the requlre..nts 0' S.etlofl 2140 of the Inherhanc. and Eltat. TalC Aot, Aot 21 of 1995. (72 P.S.
S.otlon 9140),
Debc" tM top portion of thit Notloe bnd .ub.lt ..lth your pay.ent to thl R.ghhr of Wills ptlnted on the ray.r.. .Ide.
--Mike chick or .0neY' ordar payabl. to I REGISTER OF MILLS, AOENT
A refund of a tax credit, ..hioh was not requested on the TalC Return, .ay be rQqu..ted by co.pl,tlng an "Aprlieatlon
for R,fund of pennaylvanla InheritancII and E.tate lax" (R[V~I]13). Applications ar. available at the Offio.
of the R.ghter of Wl1h. .ny of the 23 R.....nue District llff ICIIi , or by caUJn!>> the special 24-hour
an....rlnG 'ervlce flUIIber. fnt. for... orderIng: In Penn'Ylvanla Iw800-362-2050, outside Penn.ylvanlo and
~Ithln looal Hnrriaburg .1'.. (Jll) 767W8094, TDDI (117) 772-2252 (HearIng lllpalred Only).
Any p.rty In Inter..t not a.tltHed ..lth the appralsellant, "llowarloe or disallow.nca tlf deductions, Of' ........,t
of tal( (lnohldlng dhoount or Int.r.st) .. cho..n on this Notin IIU.t Object ..lthin sixty (liD) daYII af recldpt of
this Notlne bY':
u.,rltt.n prot..t to thG PA O.part..nt of ReYenu., Board of Appeals. Dapt. 2810?,1, Harrhburg, PA 17ll8wI021, OR
uelectlon to ha.... the .att.r d.t'relned at audit of the flcoount of the par'CIIlal repre..ntatlve. OR
wWlppe.1 to the Orphan.' Court.
flOtual .rror. discovered on this ...a....nt .hould be addr....d In writing to: PA Departaant of Revenue,
Bureau of Individual Tax.., ATTH, Po.t A.......nt Mevie.. Unit, n.pt. 260601, HarriSburg, PA 17128-0601
Phone (717) 767"6505. SlJe pa". 5 of the booklet "In.truction. for Inherlt.nce YaK R~turn for a R..ldant
Decedent" (REV-}SO}) for .n aMplan.tlon of .d.lni.tratlv.ly corr.ctable .rror..
If any t.x due 1, paid within three (5) calendar .onth. "ftar the decedent', death, a flYe perc.nt (~~) dl.count of
the talC paid h allOtfed.
The 15X talC 8IInI.ty rlonwpartlolpatlon p.n.lty I. Co.puted on the total of the tax end Inter.st ....~.ad, and not
paid before Janu.ry la, 1996, the first day .ft.r the and of the tal( ..ne.ty p.rlod. This non~pa,.tlclp.tion
penalty 11 ItPP.all1bh In the .... .flnMr rind In tha the .ue ti.e per lod liS you ..ould appeal the t.lC and Int.r..t
that has bun .......d a. Indicated on t"1s noticl;).
lnbr..t 11 charged bealnninu ..lth first dr.Y' of dallnquancy, or nlna (\)) .onth. end one (1) day froll the data of
death, to the d.t. of pall'"nt. TaK.' ..hich b.e... delinquent before January 1, 1962 be..r Inter..t .t the ret. ,of
.Ix (6%) percent per .nnUII calcul.tad et n dally rate of .000164. All talC8s ..hioh b.c... dallnqu.nt on and aft.r
JlnUary 1, 1962 ~ll1 be.r Inter.wt .t . rat. which will vary fr~ cal.ndnr year to calendar year ..Ith thlt rate
."nounn.d bll' the PA D.part..nt of Rev.nu.. The appliclIble Int.rut rates for ICf82 through 1998 a,.a,
y.ar Int.r..t ".ta Oalh Irlt.rut fllctor t!!r Lnt.ra.t Rate DlIlly Int.r..t factor
1982 lO% .OOO5~a 1987 9Yo .000247
1915 16% .000456 1968~1991 11% .000301
1984 11% .000501 1991 9% .000247
19115 15% .000356 1993~1994 7'1. .000192
19116 10% .000274 1995'1998 9% .000247
Malnter..t 1. calcul.tad .. followlI
INTEREST . BALANCE OF TAX UNPAID M NUHBER OF DAYS DELINQUENT K DAILY INTEREST FACTOR
~~AnY Hotlo. l'lued aft.r the tax b~OIII' dalinquent ..III r.fl.ct an Intere5t calculation to flft.en (IS) day.
beyond the date of the ........nt. If p.y..nt II .ad" after the Interut cOlIPutaUon date Iholift1 on the
Hotlce, addltlon'l Inter..t ~,t b, calculat.d.
PA'IItfWT,
DetttOh ttMJ top portion of this Notice ~ ....tt with your PIYIIWlt ... Plylbl. to thlt ~ ... ....r...
printed on the rlya,... lido.
if RESIDENT DECEDafT 1I.t<. ctMCk or IIOMY ordtlr p.y~l. tOI REGISTER OF WILLS, AGENT.
IfHOH~RESIDEMT DECI:.'DEHT .... cMck or lIOMy ordll,. pInal_ tOI CotItONWEALTH OF PEtlCSVlVANIA.
ftEFUMD (aUI A nfund of II tax arMfU, whIch wu not r.que.t~ on the TIl< Return, .ay be requaltld b!ll CIDIIPlaUoa WI
"Applioatlon for Refund of P.",..ylvenla loh.rItMe. end htah hI(" (REY"13U), ApplloaUonl .r. .vIUlblll at
the Office of tha Algi.tl,. of Willi, 80y of thlt 13 Rlvenu& OJ.trlat Offlc.. or ftOl the Dap.,.t~t.. 24-hour
......rlng M,.vlQI ~rl for for.. orderJngl In P.nn.yl"....l.. 1"800"362-2050, ouh.. PafWl.ylv.nl.
end within loal Harrisburg .r.. (717) 787-8094, TnO. (711) 771-2252 (Hearing I.,lred only).
REPLV TOI
blUon. r...rding .1'1'01" conti!,. on this nnUcI .hovld be addrllllld tOt PA o.partHnt of A.y~, Iu,....
of Indl,,!duI! TllC", AnN; Post b......"t Rllvl.., Unit, Dltpt. 280601, "ar,'1IOOrl. PA 111Z8.060l, phona
(717l 711-6505.
Dlst~TI
!fany talC dUll is ~ald Nlthh. thr.. (ll cIIlaneter ItOnths efter the dec~nt.. Meth, a fJv. pe,.cent (5:<) d1lcota"lt
of the t.1C PIIld is aUIMMId.
PENALTY'
The lSX telC .-ne.ty non-partiolpation penalty i. c~ted on the total of the tal( and int.,...t b....sed, and not
paid bafo,.. January .1, 1996, the fIr.t day aftar the end of the talC .-ne.t)' period.
INTEREST a
Jnt.r..t 11 cn.rlrtld beginnIng Nlth fIrU day of delinquency, or nine (9) .onths and on. (1) day frow the dat. of
death, to the data of P'YHnt. talC.. which beo... dalinCl\Hlflt bafor. J~.ry 1, 1982 ball,. 'nt..r..t at the rate of
.be (.xl PIIrc-.t ~r MnUII calculated .t " "'Uy rate Df .000164. All talCes which ~c... dellnquant on Md aftar
January 1, l.a2 Nlll bear Int.r..t at II ,.at. Which .,111 v~ry frOl oalandar y.ar to c.l~r y..r wIth thlt ret.
announClM by the PIi DepertHnt of R.v.,..,lII. The app1!cahl. Int.rut "..t., for nllz through 1999 IIral
V.a,. 1nt.r..t R.t. Dally lnt.r..t F.ctor Vear Int.r..t Rat" Dally Intarut Factar
1912 20:< .000541 1988-1991 11): .000301
1913 16:< .00001 ,... 9% .000241
I'~ IIX .000301 1993-1994 1'. .000192
I.as In ,000356 1995-1998 .% .000241
1916 10% .ot021tt I'" TI. .000192
.911 .% ,000241
--lntar..t I. calcul.t~ as follow.,
INTEREST . BALANCE OF TAX UNPAID M NUNBER OF DAYS DELINQUENT M DAILY INTEREST FACTOR
~'.Any NotlOIl IIIUlld aUII,. tha talC blICOMS dellnquant wUl rafillet an Intara.t calculation to fifteen <Ui) day.
beyond the chlte of ttM a"ulMnt. If pllyant hi ~ _fta,. the Jnt.r..t CMlPUt.UOI'l dflt. .no..n on tlW
MntlOI, lIddiUonal Inter..t IIUlt ba caleuletlKl.
c.
...~ J
IN RE:
ESTA'l'g OF
ANITA JAl?FE a/k/a
ANITA ROSENSTBIN JAFFE,
DECEASED
IN TllIL COURT OF COMMON I'LIUIS
CUMBERLAND COUNTY, PENNSYLVANIA
NO, 219'1-1007
FAMJ;.LY SETTLEMENT AGREEMENT
11"
THfS AGREEMENT 1S made and entered into this J day of
fdJt"ul~rcJ __, 1999, by and between DEBORAH -"M'ICriR8D JAFFE
COHEN, as ~ecutrix of the Estate of Anita Jaffe a/k/a Anita
Rosenstein Jaffe, DeceaElcd (hen,inafLcr referred to as
"Executrix"), and Deborah Mildred Jaffe Cohen, Julius Meyer Jaffe,
M.D., Jonathan Monroe Cohen, parent and legal 911,H'dian of Mi~JS
Erica Rose Cohen, a minor, and ,Jonathan Monroe Cohen, p,~rent and
legal guardian of Mast e1.- LucaD ,JonaLhan Cohen, a minor, aD
reDiduary beneU.ciariell of the sal d EDtate (herein collect ively
referred to as the "bene f ic iadeEl") ,
WHEREAS, Anita Ja.Efe a/k/a Anita ROfJ(,nstein Jaffe, 824 Lisburn
Road, Apartment 606, Camp Hill, Lower Allen Township, Cumberland
County , Pennsylvania, died on December 9, 199'7, leaving her Last
Will and Testament dated August 30, 1988, and Codicils to Last Will
and Testament dated April 9, 1992 and Noven~er '7, 1994, which Last
Will and Testament and Codicils were admitted to probate by the
Register of Wills of Cumberland County, PennDylvania on December
19, 1997 (a true and correct copy of her Last Will and Testament
and Codicils are attached hereto as Exhibit "A"); and
WHEREAS, Deborah Mildred Jaffe Cohen has been duly appointed
and is now serving as Executrix of the Estate of Anita Jaffe a/k/a
Anita Rosenstein Jaffe; and
WHEREAS, Letters Testamentary were advertised in The Sentinel
on January 2, January 9, and January 16, 1998; and in the
cumberland Law Journal on January 2, January 9, and ,January 16,
1998; and
WHEREAS, Deborah Mildred ,Jaffe Cohen is the daughter of the
decedent and a beneficiary under the terms of the Will and Codicils
of the decedent; and
WHEREAS, Julius Meyer Jaffe, M.D., is the son of the decedent
and a beneficiary under the terms of the Will and Codicils of the
decedent; and
WHEREAS, Jonathan Monroe Cohen, jsthe parent and legal
guardian of Miss Erica Rose Cohen, a minor, the great _granddaughter
of the decedent, and a beneficiary under the terms of the ~ill and
- 1. -
codicils of the decedent; and
WHEREAS, Jonathan Monroe Cohen, Is
guardIan of Master I,\Icns L10naLhan CohlOn,
grandson of the dec](edent, and a beneficiary
Will and Codicils of the decedent; and
the patent and legal
a mInor, the great-
under the terms of the
WHEREAS, each of the pcu:ties to thl s Agreement has been
funlIshed with a complete 1 istin9 of' the, Estate assets, receipts,
disbursements and distributions all set f'orth on the Pennsylvania
Inheritance Tax Return attached hereto and marked Exhibit "B"; and
WHEREAS,
incident to
substantially
the., dutiell ami reoponsibl J.itie8 of' the Executt.ix
the administr'ation of the Estate have been
cornpleted; and
WHEREAS, it is the desire of the parties to this Agreement
that final distribution of this Estate be accomplished without a
formal Accounting by the Executrix to the orphans' Cour't Division
of the Court.of Common pleas of Cumberland County, Pennsylvania in
order that expense, delay and publicity may be avoided,
NOW, THEREFORE, in accordance with their defliTe that the
administration of the Estate of' Anita Jaffe a/k/a Anita Rosenstein
Jaffe be terminated without the expense and delay of a Court
Accounting, the partiefl hereto, in consideration of the mutual
covenants herein expressed, and intending to be legally bound
hereby, agree that:
1. Under the provisions of the decedent'fl Second Codicil
dated November 7, 1994, decedent specifically gave the sum of Three
Thousand ($3,000.00) Dollars to each great ..grandchild living at the
time of her death,
2. At t.he time of decedent's deat.h, flhe had two (2) great..
grandchildren, namely, Erica Rose Cohen and Lucas .Jonathan Cohen,
3. Under Article II of decedent's Will, the rest, residue
and remainder of her estate was to go to her children, Deborah
Mildred Jaffe Cohen and Julius Meyer JaUe, in equal shares.
4. The Estate of Anita Jaffe a/k/a Anita Rosenstein Jaffe is
being represented by Smigel, Anderson & Sacks,
5. There will be no Federal Estate taxes incurr.ed by the
Estate and no money is being wit.hheld for this purpose.
6. The Pennflylvania Inheritance Tax Return was filed with
the cumberland County Regiflter of Wills on September 4, 1998. The
final Inheritance Tax Statement of Account from the Pennsylvania
Department of Revenue is attached hereto as Exhibit "Cu.
- 2 ..
, ~
7, The only remaining :l.f.IBIW to be resolved in the
administr~tion of the Estate is the payment of income taxes due, if
any, for tax year 1998. A resorve of 1~ree Thousand Five Hundred
($3,500.00) Do11ars has been set aBide for this purpose and is
being held by Smigel, Anderson & Sackf3 in a non- interest bearing
account.
8. The parties agree that any amounts remaining, after
payment of taxes, If any, wi 11 be prorated and divided among the
residuary beneficiaries, Deborah Mildred Jaffe Cohen and .Julius
Meyer .Jaffe.
9. Each of the parties to this Agreement acknowledges and
agrees that the Executrix will not file an Account or Petition for
Distribution or secure a Decree of Dist.ributicn from any Court
having juri.fJdiction in the matter of the Estate of Anita Jaffe
a/k/a Anita Rosenstein ,Jaffe, deceased, Each of the parties
further acknowledge their right to compel such Account, Petition or
Decree, and, based upon their consultations with their independent
advisors, do hereby waive such rights,
10. Beneficiaries aCknowledge and agree that the Schedule of
Distribution attached hereto as Exhibi.t "D" is satisfactory and
proper and beneficiaries accept distribution in accordance with its
provisions.
11, The parties, and each of them, hereby forever fully
release, compromlse, settle and discharge any and all clai.ms,
demands, actions or causes of action, legal or equitable, absolute
or contingent, vested or hereafter to accrue, which any of them may
have against any other party hereto or against the Estate of Anita
,Jaffe a/k/a Anita Rosenstein Jaffe, deceased, or the Executrix
hereof, by reason of any matter, cause or thing growing out of or
relating to any property or assets of the said Estate, or growing
out of or relating to any act of the Executrix in her
administration of said Estate, even if attributable to negligence,
and agree that any period for the limitation of actions for the
collection of any erroneous distribution or distributions shall
commence only at such time as the Executrix shall have obtained
actual knOWledge of such erroneous distribution or distributions
and that in no event shall the period for collection of any
erroneous distribution or distributions be less than two years
after the actual discovery thereof by the Executrix,
12. The parties agree to execute such additional releases as
the Executrix may submit in order to confirm her discharge from any
further liability to the parties in connection with the said
Estate.
13. It is the expressed intention of the parties that the
legal effect intended by the Agreement be the same in each and
every respect as would be obtained had a Decree in Distribution in
- 3 -
,
ARTICLE III
I give the rest, residue and remainder of my estate to my
children in equal shares. Should my daughter DEBORAH MILDRED JAFFE
COHEN fail to survive me then I give her share to her children, MICHAEL
ETHAN COHEN, BRUCE ANDREW COHEN and JONATHAN MONROE COHEN, share and
share alike. Should my son JULIUS MEYER JAFFE fail to survive me then
I direct that his share be distributed as follows:
A. The sum of Ten Thousand ($10,000.00) Dollars to my
granddaughter JENNIFER JAFFE;
B. The sum of Ten Thousand ($10,000.00) Dollars to my
grandson JONATHAN ANDREW JAFFE;
C. The balance of said share to the ohildren of my daughter
DEBORAH MILDRED JAFFE COHEN, share and share alike.
ARTICI,E IV
A. I appoint my daughter DEBORAH MILDRED JAFFE COHEN as the
Executor of this Will. In the event of her death, resignation,
renunciation or inability to act in that oapacity, then I appoint my
son JULIUS MEYER JAFFE as the Executor of this Will in her place and
stead.
B. No bond or other seourity shall be required of any
Executor appointed in this Will.
C. The Executor shall reoeive reasonable oompensation for
his or her services performed as determined by the Court in which this
Will is admitted to probate.
Page 2 of 7
D. I give my Executor. in addition to and not in limitation
of the powers given by law or by other provisions of this will, the
following powers with respect to settlement of my estate, to be
exercised from time to time in the diecretion of my Executor without
further order or license of the Register of Wills or of any court:
1. To retain any property, pending distribution
hereunder., to invest in or purchase any property without
restriotion to legal investments for fiduciaries, to
distribute property in kind, to oompromise claims, and to
sell any property at public or private sale;
2. To hold shares of stock or other securities in
nominee registration form, including that of a clearing
corporation or depository, or in book entry form or
unregistered or in such other form as will pass by delivery;
3. To engage in litigation and compromise, arbitrate or
abandon olaims;
4. To make distributions in cash, or in kind at current
values, or partly in each, allocating specific assets to
particular distributees on a non-prorata basis, and for such
purposes to make reasonable determinations of current values;
5. To make elections, decisions, concessions and
.settlements in connection with all income, estate,
inheritance, gift or other tax returns and the payment of
such taxes, without obligation to adjust the distributive
share of income or principal of any person affeoted thereby;
6. To borrow money from any person including any
fiduciary acting hereunder, and to mortgage or pledge any
real or personal property;
7. To manage, control, repair and improve all estate
property;
8. To procure and carry at the expense of the estate,
insurance of the kinds, forms and amounts deemed advisable by
the Executor to protect the estate and the Executor against
any hazard;
9. To employ any attorney, investment adviser,
accountant, broker, tax specialist or any other agent deemed
necessary in the discretion of the Executor; and to pay from
the estate reasonable compensation for all services performed
by any of them;
Page 3 of 7
10. To conduct alone or with others any business in
whioh I am engaged or in which I have an interest at my
death, with all the powers of any owner with respect thereto,
including the power to delegate discretionary duties to
others, to invest other property held hereunder in such
business and to organize a partnership or corporation to
carryon such business I
[,
I!
I'
II
I
AR'rICLE V
If any beneficiary or remainderman under this Will in any
manner, directly or indirectly, contests or attacks this Will or any of
its provisions, any share or interest in my estate or in the estate of
the Trust given to that contesting beneficiary or remainderman under
this will is revoked and shall be disposed of in the same manner
provided herein as if that contesting beneficiary or remainderman had
predeceased me without issue.
ARTlcr,E VI
If any provision of this Will or of any codicil thereto,is
held to be inoperative, invalid or illegal, it is my intention that all
of the remaining provisions thereof shall continue to be fully
operative and effective so far as it is possible and reasonable.
ARTICLE VII
All estate, inher.itance and succession taxes, together with
any interest and penalties thereon, payable as a result of my death and
imposed with respect to any property, whether or not disposed of by
this will, shall be paid out of the residue of my estate.
Page 4 of'
instrument as my Last WillI that I signed it willingly I and that I
signed it as my free and voluntary act for the purposes therein
expressed.
.-it' I'JdhL-
ANITA ~o'tENsTEiN~FE
Sworn or affirmed to and acknowledged before me, by ANITA
~h
ROSENSTEIN JAFFE, Testatrix, this . day of ~~~-
w
1
19BB.
l~"nL g Q,'i'"
Notar Publ c
My Commission Expires:
GW'fNNE C. PRINGLE, NOlary Public
AFFIDAVIT Harrisburg, Dauphin County, PI.
My Commlulon Expires Mal 29, 1989
COMMONWEALTH OF PENNSYLVANIA:
I
ss.
COUWfY OF DAUPHIN
We, ~~ ' -.J:Qhn C l1dcr:\oY)
and .::RC'I),n,," U~he(' , the witnesses whose names are signed to
the attached or foregoing instrument, being duly qualified according to
law, do depose and say that we were present and saw ANITA ROSENSTEIN
JAFFE sign and execute the instrument as her Last Will and Testament,
that she signed willingly and that she executed it as her free and
voluntary act for the purposes therein expressed, that eaoh of us in
hearing and sight of the Testatrix signed the Will as witnesses and
that to the best of our knowledge, the Testatrix was at the time
eighteen or more years of age, of sound mind and under no oonstraint or
undue influence.
Page 6 of 7
2953-1-5 It. JAFFE COD/SEL/psm/02-11-92
F ~RS'Lf:Qg.!qJ:'._1'9 TtlJ'U'!Jl!!!'._Q~
?i_~.I'rlLR01lF:Jif!!~_~tl J ~_FF~
I, ANITA ROSENSTEIN JAFFE, of 824 Lisburn Road, Camp Hill,
Cumberland County, Pennsylvania, having made my Last: will and Testament
dated August 29, 1988, do hereby make, publish and declare this to be a
First Codioil to my said Will.
Deletion of provision
Article lIon Page 2 of the aforesaid will is hereby revoked.
Republication of Will
In every other respect I hereby oonfirm and republish my r,ast
Will and Testament dated August 29, 1988.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
caused this First Codicil, consisting of three (3) pages, including
this attestation clause, to my Last Will and Testament dated August 29,
/) )-1,
1988 to be executed, declared and published this , day of
A () II L , 1992, at 2917 North Front Street, Harrisburg,
,
Pennsylvania.
j'I'\cYr./ i\/,J(J,wi.,,:, J-4I/~;
ANITA ROSENSTEIN JAFFE ( . ,<
.sd, '..
, __,'( ..... ~ .I
t' .k4l .u. .l.
Residing at S,>u? f'/....~I-};__h....rL:/. tJ..
::J2.-'l /1 j, A " l>, , . , if ,('1\ n I \ I
Residing at 53/ /{/ fi!/ /cPt~/.Jt .
{h'L&o~j! m /;7~X3
j/6?ci& ->d Illt.lt'-tO
(7
~ . e.
,::;;"&tA-<_ .
Q '51 1/
, /r: r('{.,'\_/
v
7 .
Residing at 7 t' / .t<"<./.-VV "e..~
(iO(;A.<'fA;'v (j~ I 7 (' I j/
riHuall.. ,\Nlll'HINON ... S.H'JUt
2017 NORTH FRON1 STREET. HARRISBURG. PENNSYLVANIA 17110.1223
SECOND CODICIL TO TilE WILL OF
ANITA ROSENSTEIN JAFFE
I, ANITA ROSENSTEIN JAFFE, of 824 Lisburn Road, Camp Hill,
Cumberland County, Pennsylvania, having made my Last Will and
Testament dated August 29, 19B8 and First Codicil to my Will and
Testament dated Aprll 9, 1992, do hel"eby make, publish and
decldl'D this to be a Second Codicil to my said Will.
ARTICLE I
1~is Article is ~dded to my Last Will and Testament dated
August 29, 1988:
hereby give and bequeath the sum of Three Thousand
($l,OOO.OO) Dollars to each great-grandchild of mine living at
the time of my death.
At the time of the making of this Second Codicil to my Last
will dnd Testament I have one (1) great-grandchild, namely Lucas
.Jonathan Cohen, born September 21, 1992 to my grandson, Jonathan
Monro(' Cohen.
ARTICLE II
This Article is added to my Last Will and Testament dated
Auqust 29, 1988:
hereby direct that the costs of perpetual care to maintain
the Cemetery Plot, section K, Row 11, Plot lB, Graves C and D,
which I own at Kt. Moriah Cemetery, 500 Fairview Avenue,
I!.!
~~11
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"";"""':", )~,q- REV.1500
COMMONWE~S'lV^N'^ INHERITANCE TAX RETURN fUNUMiEli
OEPAATMENT ~ REVENUE
~^RR'S[~~T ~\ I RESIDENT DECEDENT
DfCWEIiT'LNAME (IA.~',flRST,ANOIrAIDtKE INI1W.1 UN'~ IllcQ kl.......
,1111(,;~"\I~'i'\);;r-"~ ~ u
0' -_-.- .~, -. ~ ",. 'c...CL~_'~~:..,.. ~.~"".L' '" "..",...",,_~,
ffi
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J A FF E
SOCiM aec~lY NJr.IlEA
a/k/a
A NIT A
J A
F F P.
A NIT A.R 0 S ENS T. E I ~
DATE Of ~ATH
DATEOf'IIIRIH
12/09/19
/0 9 /1
l
135-38-0940
977.07
9
o 7
(IF APPl.lCA&.fj S~W'l-MJ SPOUSi'S NAME IlAST, FIRST. N(lMlOOlf.INmALj SOCIAl. secuCuTY Nl.J.46EA
N/A
TH~ RETlJRN MUsiBEFiED IN DUPLICATE WITH THE
REGISTER OF WILLS
rn I,OO/in.IR.turn D2.Suppl.m,nIaIR.lum 0 3R'm.lndetR.tuml"d"'''''''.Il.'H~
o 4.lImlla<l E.Ia~ 0 4.. Fulurolnterosl Compromis.ld.d"'.....Il,Il.,~ 0 5 F.d.rel Estale Tex R.turn Required
rn 6, D.:8<I.nl DiOO Testal. ["""'""""""" 0 7. Deoed.nIMalnlaln,d. Ll'llng Trusll""""",dTNlQ 1.. 8 Total Numbe, 01 S.f. Deposn Bo..s
o 9. Lltig'lioll P""""ds R.::eiv.d 010. Spousal Povel1y clOdn 1'''d'''''_1l.3''1I "'" ',',Ill 011. Election to lex und., Soc. 9113(AlI_le,01
THIS SECTION MUST BE COMPLETED, ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
N.o\M.E COMPLETE MAlU'ffi AnDRESS
!.eRoy Smigel, Esquire
2917 North Front Street
Harrisburg, PA 17110
1. R..I Estal. (6:11Odul. A)
2. SIClCi<.I.nd BoM! (Schedule B)
-...."1
"i.,;,:
'i1, ~,.
(II
(2)
(3)
(41
(5)
(6)
(7)
1 5 3 ,6 4 0 .&~
. :j ::
Cf
, 2 8 5 ,9 5 2.5 0
'!:i
c."
:0
:.J ~.>
'::- 0
.. ~~)
3. Clos.~ H.ld Co'PO'OUon,Partn...hip or Sole.Proprt.lo"hlp
z
o
~
;:)
I-
~
~
4. Mortl)ales & N'les R.cel'labl. (Schedul. DI
5. Cash, Bank D,;>oslts 8 MIS::ellan.ous Pe..onal Propel1y
(Sch.dul. EI
6, Jolnlly CHIne<! ?ropel1y (S,".dulo F)
7. Inl.r,VNos T'O,~f... & Mis::ell.n.ous Non.Probel. Propel1y
(Sch.dule G or LI
8. Total Gro.. AlI.ts (Iotal Lin.s 1-1)
(8)
65 ; 9
6 2.5
(11)
4 6
1 9
. ~:: (:
, (/')
. cr,
"1:!
I
;,i:>-
I
I :-.~
I':"': ~:
i :,., r' :
.'io~-----"."- -.:.a,.;-...--,~--_.- --,_. ..........
""
,439,592.65
9, Fun.rel Expen!t$ & Adminlstrativ. Cos~ (Sch.dul. H)
(9)
(10)
2 7 ,6
,5
3
3
10, D.b~ of Deced.n\ Mortgag. L1.bll~.., & LI.ns (Schedule I)
11. Total Oeducllons (Iotalllnes 9 & 10)
28,228
-
12. Net Valu. of EIIate (Lln. 8 minus Line II)
13, CharITable end Gov.mmental Bequosl1lSec 9113 Tru.~ for which .n .lection to lex h.s not been
mad. (Schedule J)
14, N.,Val", Sub)t<:t to Tax (Lln.'2 minus Lln.131
15, Amounl of lin. 14 taxable
.llI1espousel", rei. , ,
See InslTuction! on r.vs... .Id. for applicable pelCOnlage
16 :1~~~~~lIn"4tax'ble 4 1 1 3 6 4 1 9
17. Amount of lin. 14 tax.bl.
all5%'Ole
(12)
(131.
,4 1 1
364
(14)
,411364
1 9
x ,0
(15)
24,681
8 5
x ,06
(161
(171
(16)
8 5
X .15
18, Tax Du.
19,
24,681
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Unoer penalbM of paqury,' ~h ~ I 11M 'Inned till, retum, includil'!Q ~ylng IdlIdlriM.-.d 1\ltli'T*lb, IOd to !he besl of my k~ Md beliof, It., true, conIC!...:I compielll Dl'lc1.1Ibon d pI1pa''' other
th., !he DlrsonJl rtDf'MIntalYl 15 bMed on a1II/11ofrN11ion of which DnIDnf has anv knowledol
SIGNATURE Of PERSON RESPONSIBLE FOR FLUNG RETURN .AODBESS. DATE
2917 N Front St., Harrisburg, PA 17110 09/02/98
SIGNATURE Of PREPARER O~ER TH^N REPRESENTATIVE
ADDRESS
DATE
_Decedent'. ComJ>.!.~ ell:
STREET ADORESS .
Lisburn RQad. ^pt. #6Qfi
---
. ,
'SlATE
PlI
I.lP
17011
clUnp Hill
Tax paymen.. and Credl":
1. Tax Due (Page 1 Line 18)
2, CredltsJPlyments
A, SpouSl1 Poverty Credit
B. Prior Payments
C, Dlscounl
(1)
24,681.65
24,000.00
__hl63.16 _
Total Credits (A + B + C) (2)
25,263.16
3, InteresVPenllty If applicable
D, Interest
E, Penalty
5.
TotallnteresVPenalty (D' E) (3)
If line 21s greater than line 1 + line 3, enler the .lifference, This Is the OVERPAYMENT.
Chick box on Plga1 Llnl1' to raquaat I rafund (4)
If line 1 + line 31s grealer than line 2, onler Ihe difference, This Is the TAX DUE, (5)
A, Enter the Inlerest on the tax due. (SA)
B. Enler Ihe 10111 of Line 5 + 5A, This is Ihe BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
I ---
PLEASE ANSWER THE FOllOWING QUESTIONS
BY PLACING AN "X" IN THE APPROPRIATE BlOCI<S
1, Old decedent make a transler and: Yes
a, retain the use or Income 01 tha property transferred; ".",,,,,.,,,,,.,.,,,,,...,,,,.,,,,,,,.,,.,,,,,,.,,.,,,,,,,,0
b, retain tha right to designate who shall use the property transferred pr Its Income; """",,,,,,,. 0
c, rataln 0 reversionary Interest; or""".".""",,,..,,,.,,,,,,,,,,,.,,,,,,,,,,"""""'.'.'''''''.'''''.''''..''"""" 0
d, receive the promise lor lile of either payments, benefits or care? """."".,,,.,,,,,,,,,,,,,"'" ".,,, 0
2. II death occurred on or belore December 12, 1982, did decedent within two years
preceding death transler property without receiving adequate consideration? If death occurred
after December 12, 1982, did decedent transler property within one year 01 death without
receiving adequate consideration? ,."",,, ,,,..,,,,,,, "",,,,,,,,,,,.,,,,,,,,,,,,,.,,.,,,.,"',.,"" ,,,,.,,,,,,,,,,.,,,,,, '" 0
3, Old decedent own an "In trust lor' or payable upon death bank account or security
at his or her death? """""""",,,,,,,,,,,,,,,,,,,,,,,,,,,,,.,,,,,,,,"""''''''',,...,,',,...,,''''''''''''""""".,,,,,,,,,,,,, 0
4, Old decedent own an Indlvlduat retirement account, annuity, or other non-probate property?"" 0
,Al _ ~1
4,
-
No
[i)
~
@
00
lID
!Xl
tF THE ANSWER TO ANY OF THE ABOVE QUESTIONS tS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
72 P,S, ~9116 (a) (1,1) (I) provided lor the reduction 01 the tax rate imposed on the net vaiue 01 translers to or lor the use of the
surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and belore January 1, 1995,
72 P,S, ~9116 (a) (1,1) (II) provided for the reduction of the rate Imposed on the net value 01 transfers to or for the use of the surviving
spouse from 3% to 0% for dotes of death on or after January 1, 1995, The statute does not ex~J a transfer to a surviving spouse
from tax, and the statutory requirements for disclosure 01 assets and filing a tax return are stili applicable even If the surviving spouse
Is the only beneficiary,
FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1395 - Please answer the following qllestlon by placing an 'x' In the
appropriate space,
Old the decedent cre.te . trust or similar .rrangement which Is solely for the surviving spouse's benefit for his or har antlre
lifetime? Yes 0 No 0
II you answered yes to the above question, the tax on the trust or similar arrangement Is postponed until the death 01 the second
spouse, at which time It will be fully taxable at the rate(s) applicable to the remainder beneficlary(les), Enter the value of the trust on
Schedule J, Part II, in order to remove It from the calculalion of the tax due in this estate, You may wish to file Schedule 0 In order to
make the election available under Section 9113, If the election Is made, the trust or similar arrangement is taxed In the estate of the
first decedent spouse, the portion 01 the lrust or similar arrangement which benefits the surviving spouse Is taxed at the zaro tax rate,
and the remalndar Is taxed at the rate(s) applicable to the remainder beneficlary(ies), If you choose to make tha ele~110n, you must
attach Schedule 0 to a timely. filed tax return, along with Schedule(s) K and/or M In order to show the apportionment of the trust or
similar arrangement between the I,urviving spouse and the remainder beneficlary(les),
'. ..-j,'toIpontrt'
'*'
SCHEDULE E (CONTINUE )
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMIolONWEAlTH 01 PENNSVLVANI4
INHERlTANCli TAA RETURN
I
ESTATE OF
ANITA JAFFE a/k/a ANITA ROSENSTEIN JAFFE:
FILE NUMBER
1997-01007
Include tilt pIOCHdl of lltiglllon Ind tilt dill tilt plllCeedl..." ItCeIved by thl 111111. An property jolntly......1d wlth till rtght of IUrvlvOllhlp mUll be dllclolld on 8chldult F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
X
24. Hudson City Savings Bank - Interest
C.D. #600905658 and #6000615029
34.
USF&G
. ReI Refund on rental insurance
.'
$ 75.74
$ 166.12
$ 123.58-
$ 257.69
$ 25.35
$ 23.24
$ 7.50 '
$ 1,482.00,
$ 200.30
$ 13.04
$ 110.00.
25. The Dime Savings Bank - Interest 'd' 3.0~ . il4 0.;.
C.D. #01105603051
26. Marine Midland Bank - Interest 'IR.S1./-4:/!J? ~~,.~~
C.D. #05647650-7
27. Harris Savings Bank - Interest
C.D. #116122188; #416129359; #416129399; #1055185716
28. Time, Inc.
ReI Refund from magazine sUbscription
29. T.V. Guide
ReI Refund
30. The Patriot News
Re I Refund
31. The Woods at Cedar Run
ReI Security deposit refund
32; pennsylvania Blue Cross/Blue Shield
ReI Refund on coverage 1/1/98 to 3/1/96
33. Sell Atlantic
ReI Phone bill refund
TOTAL (Also enter on line 5. Recapitulation) S 265,952.50
~
'Il{'V'''lIU.(lt''
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEAl. TH Of PENNSVL V~NI~
INHERJT~NCE T..x RETURN
I 1 III
ESTATE OF
ANITA JAFFE a/k/a ANITA ROSENSTEIN JAFFE
Dtbll 01 dlCldlnt mUlt b. r.ported on Schedulo I.
ITEM
NUMBER
A.
1.
2.
3.
4.
5.
6.
7.
FILE NUMBER
1997-01007
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Reese Funeral Home
Clergy
Ohev Shalom Temple Sisterhood
Naomi Asnes-Reimbursement for luncheon after funeral
Mount Moriah Cemetery of New Jersey-Perpetual Care
Death Certificates
Memorials by Riverside, Inc.
$ 6,628.10
300.00
100.00
204.20
2,795.00
30.00
1,038.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Comm~s~ns
Name of Pe~o",1 Representative (s) -0-
Soclel Se->JrIIy Numbe~s) I EIN Number of Personal Representative(s)
Street Addre"
CIly Stale Zip
Ylll~') Comm~~n Pa~:
2. Anome, Fees SMIGEL, ANDERSON & SACKS $ 10,000.00
3. Flml~ E,emption: (If docedants address Is not the same as ~almant's, anacn e'planation)
Clak",ant -0-
StreelAdd,ess
CIly Stale Zip
Relationship of C'aimant to Decedent
4. Probale Fees Register of wills of Cumberland County $ 389.00
6. Accountantl Fees William A. Holsberg, CPA $ 2/875.00
6. Tax Retum Prepare!s Fees
7. Travel Expenses $ 1,758.90
)f. 8. Postage 275.05
9. The Sentinel - Legal Advertisement 73.68
10. Cumberland Law Journal - Legal Advertis~~ent 60.00
11. Robert Sullivan-Removal of furniture from apartment 75.00
12. Death Certificate - Benjamin Jaffe 29.00
13. Notary Public 10.00
14. Filing FeeS-Family Settlement Agreement 25.00
15. Income Taxes 1,000.00
TOTAL (Aleo enler on line 9, Recapllulallon) $ 27,665.93
(If more epace Is needed, Insert additional sheels of the same Ilza)
, "
"""""1"'1 '* SCHEDULE I
COMI,\ONWEA\IHOf PENNSYLVANIA DEBTS OF DECEDENT I
INHERI11oN~ 110)( RET~RN MORTGAGE LIABILITIES & LIENS
ESTATE OF FILE NUMBER '
ANITA JAFFE a/k/a ANITA ROSENSTEIN JAF'FE 1997-01007
Ineludt unrtlmburttd medlcll uptn...,
ITEM
NUMBER DESCRIPTION AMOUNT
1, Suburban Cable
ReI Cable bill. $ 6.18
2. Bell Atlantic-PA
Re I phone bi 11 $ 23.05
3. Checks $ 14.5D
4. Department of Revenue - 1997 State Income Tax $ 11 7.00
5. Internal Revenue service - 1997 Income Tax $ 401.00
TOTAL (Also enter on line 10, Recapitulation) S
(It mOle space Is needed, Insen additional sheets of the same sl2e)
562.53
. 2953 A JAFFE/WILLS/ESTATES/MISC CLIENT/8-18-88 ,-'
.' .
LAST WILL AND TESTAMENT
Q.!
ANITA ROSENSTEIN JAF!!
I, ANITA ROSENSTEIN JAFFE, presently of 824 Lisburn Road,
camp Hill, cumberland county, Pennsylvania, declare this to be my Last
Will and Testament hereby revoking all wills and codicils previously
made by me.
I have two (2) ohildren, now living, whose names and dates of
birth are as follows:
DEBORAH MILDRED JAFFE COHEN Born January 12, 1934
JULIUS MEYER JAFFE, M.D. Born February 3, 1936
All references in this Will to my children include only the
childrell named above.
ARTICLE I
I direct the payment from my estate of the expenses of my
last illness and funeral as soon after my death as conveniently may be
done.
ARTICLE II
I give the sum of Two Thousand ($2,000.00) Dollars to
DETHENIA SIMPSON presently of 357 Jackson Avenue, Jersey city, New
Jersey.
. ,
.11
,ARTICLE III
I qive the rest, residue and remainder of my estate to my
ohildren in equal shares. Should my dauqhter DEBORAH MILDRED JAFFE
COHEN fail to survive me then I qive her share to her ohildren, MICHAEL
ETHAN COHEN, BRUCE ANDREW COHEN and JONATHAN MONROE COHEN, share and
share alike. Should my son JULIUS MEYER JAFFE fail to survive me then
I direot that his share be distributed as follows:
A. The sum of Ten Thousand ($10,000.00) Dollars to my
granddaughter JENNIFER JAFFE;
B. The sum of Ten Thousand ($10,000.00) Dollars to my
grandson JONATHAN ANDREW JAFFE;
C. The balanoe of said share ,to the ohildren of my da~ghter
DEBORAH MILDRED JAFFE COHEN, share and share alike.
ARTICLE IV
A. I appoint my daughter DEBOFUUi MILDRED JAFFE COHEN as the
Exeoutor of this Will. In the event of her death, resignation,
renunciation or inability to aot in that oapaoity, then ~ appoint my
son JULIUS MEYER JAFFE as the Executor of this Will in her place and
stead.
B. No bond or other security shall be required of any
Exeoutor appointed in this Will.
C. The Executor shall receive reasonable oompensation for
his or her services performed as determined by the court in which this
will is admitted to probate.
Paqe 2 of 7
,. ,
D. I give my Executor in addition to and not in limitation
of the powers given by law or by other provisions of this Will, the
following powers with respect to settlement of my estate, to be
exercised from time to time in the discretion of my Executor without
further order or licens8 of the Register of Wills or of any court:
1. To retain any property, pending distribution
hereunder, to invest in or purchase anr property without
restriotion to legal investments for t duoiaries, to
distribute property in kind, to compromise olaims, and to
sell any property at pUblic or private sale;
2. To hold shares of stock or other securities in
nominee registration form, including that of a clearing
oorporation or depository, or in book entry form or
unregistered or in such other form as will pass by delivery;
3. To engage in litigati9n and oompromise, arbitrate or
abandon olaims;
4. To make distributions in oash, or in kind at our rent
values, or partly in each, allocating speoific assets to
partioular distributees on a non-prorata basis, and for such
purpcses to make reasonable determinations of current valueR;
5. To make eleotions, deciSions, concessions and
settlements in conneotion with all inooms, estate,
inheritance, gift or other tax returns and the payment of
suoh taxes, without obligation to adjUst the distributive
share of income or principal of any person affected thereby;
.
6. To borrow money from any person including any
. fiduciary acting hereunder, and to mortgage or pledge any
real or personal property;
7. To manage, control, repair and improve all estate
property;
8. To procure and carry at the expense of the estate,
insuranoe of the kinds, forms and amounts deemed advisable by
the Executor to protect the estate and the Exeoutor against
any hazard;
9. To employ any attorney, investment adviser,
accountant, broker, tax speoialist or any other agent deemed
neoessary in the discretion of the Exeoutor; and to pay from
the estate reasonable compensation for all services performed
by allY of them;
Page 3 of 7
10. To conduot. alone or with others any business in
which I am engaged or in which I have an interest at my
death, with all the powers of any ownor with respeot thereto,
inoluding the power to delegate disoretionary duties to
others, to invest other property held hereunder in suoh
business and to organize a partnership or oorporation to
carryon such business/
ARTICLE V
If any beneficiary or remainderman under this will in any
manner, directly or indirectly, contests or attaoks this Will or any of
its provisions, any share or interest in my estate or in tho estate of
the Trust given to that contesting beneficiary or remainderman under
this Will is revoked and shall be disposed of in the same manner
provided herein as if that contesting beneficiary or reml\inderman had
predeoeased me without issue.
ARTICLE VI
If any provision of this Will or of any codicil thereto is
held to be inoperative, invalid or illegal, it is my intention that all
of the remaining provisions thereof shall oontinue to be fully
operative and effective so far as it is possible and reasonable.
ARTICLE VII
All estate, inheritance and suocession taxes, together with
any interest and penalties thereon, payable as a result of my death and
imposed with respect to any property, whether. or not disposed of by
this Will, shall be paid out of the residue of my estate.
Page 4 of 7
, ,
instrument as my Last willI that I signed it willinglYI and that I
signed it as my free and voluntary aot for the purposes therein
expressed.
fIJ
::rth
";1
/
AN~~NST~~
Sworn or affirmed to and aoknowledged before me, by
'1930
ROSENSTEIN JAFFE, Testatrix, this ~day of ~ur,u~~
1988.
ANITA
~ /fc. Q,+
~lC
COMMONWEALTH OF PENNSYLVANIA:
,
My Commission Expires:
GWYNNE c, PRINGLE, Notary Public
AFFIDAVIT Harrisburg, Dauphin Countv, PI.
My Commission bplr.. /My 2'1, 1989
COUNTY OF DAUPHIN
We, ---.L2oj SmSill ' ~('r.",oY)
and 'R~i'11C\, L. ~hi?(' , the witnesses whose names are signed to
the attaohed or foregoing instrument, being duly qualified. according to
law, do depose and say that we were present and saw ANITA ROSENSTEIN
JAFFE sign and execute the instrument as her Last Will and Testament,
that she signed willingly and that she exeouted it as her free and
voluntary aot for the purposes therein expresse~, that each of us in
hearing and sight of the Testatrix signed the Will as witnesses and
that to the best of our knowledge, the Testatrix was at the time
eighteen or more years of age, of sound mind and under no oonstraint or
undlle influenoe.
SS.
Page 6 of 7
2953~1-5 h JAFFE cn~/SEl/psm/02-11-92
FIRST CODICIL TO THE WILL OF
ANITA. ROSENSTEIN JAFFE
I, ANITA ROSENSTEIN JAFFE, of 824 Lisburn Road, camp Hill,
cumberland County, pennsylvania, having made my Last Will and Testament
dated August 29, 1988, do hereby make, publish and declare this to be a
First Codioil to my said Will.
Deletion of Provision
Article lIon Page 2 of the aforesaid Will is hereby revoked.
Republication of will
In every other respect I hereby confirm and republish my Last
Will and Testament dated August 29, 1988.
IN WITNESS WHEREOF, I have hereunto set my hand and Beal
caused this First Codicil, consisting of three (3) pages, including
this attestation clause, to my Last Will and Testament dated August 29,
t) 'I-h
1988 to be executed, declared and published this day of
Ap;L~L , 1992, at 2917 North Front street, Harrisburg,
pennsylvania.
a~~/(.., ev1JJlYl.lict~ J.dfP
ANITA ROSENSTEIN JAFFE . t.
#d$L& xl /lltJtlO
(/
Residing at SS"D7. PliA/l*.l.l'..A~"', f'*-
'1'"7/.(, /..I'l. " 0';""''''1}- ,fA. "'1 \
Residing at 537 /().ftIJt?t~/.Jt.
(it~OLe /fl /;7t?/~3
~-'-, ...._." e. .{....lU, .L.f.~L
~ 9.i3r1!v
Residing at 7 () f L~I ~
'd(l.-,~ cYl7 /7 C' If"
t
!htHlllIl.. J\ND~"MON' a SACK"
2917 NORTH FRONT STREET. HARRISBURG. PENNSYLVANIA 17110.1223
~
,
-,
\
.
SECOND CODICIL TO THE WILL OF
ANITA ROSENSTEIN JAFFE
I, ANITA ROSENSTEIN JAFFE, of 824 Lisburn Road, Camp Hill,
cumberland County, Pennsylvania, having made my Last Will and
Testament dated August 29, 1988 and First codicil to my will and
Testament dated April 9, 1992, do hereby make, publish and
declare this to be a Second Codicil to my said will.
ARTICI,E I
This Article is added to my Last WLll and Testament dated
August 29, 1988:
1 hereby give and bequeath the sum of Three Thousand
($3,000.00) Dollars to each great-grandchild of mine living at
the time of my death.
At the time of the making of this Second codicil to my Last
Will and Testament I have one (1) great-grandchild, namely Lucas
.
Jonathan Cohen, born September 21, 1992 to my grand~on, Jonathan
Monroe Cohen.
ARTICLE II
This Article is added to my Last Will and Testament dated
August 29, 1988:
I hereby direct that the costs of perpetual care to maintain
the Cemetery Plot, section K, Row II, Plot 38, Graves C and 0,
wh ich I own at Mt. Moriah Cemetery, 500 Fairv iew Avenue,
........",
J'
falrvlew, New J~rsey, in the Temple Beth-El Section, be paid from
my estate. I am specifically directing the payment for the Plot
in which m}' husband, Benjamin Jaffe, M. D. is buried, and the
adjoining Plot which is reserved for my burial.
ARTICLE III
In every other respect I hereby confirm and republish my
Last Will and Testament dated August 29, 1988 and the First
COdicil to my Last Will and Testament dated April 9, 1992.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
caused this Second Codicil, consisting of four (4) typewritten
,
pages, inClUding this attestation clause, to my Last Will and
Testament dated August 29, 1988 and the First Codicil to my Last
Will and Testament dated April 9, 1992, to be executed, declared
and published this 7ft! day of /t(1'..;;11.,(eL_ , 1994, at
2917 North Front Street, HarriSburg, Pennsylvania.
il') !
\,..' J .. '
ef~{r ~/ '/1. ']' cf
/I ' ,
An i t~'~:~~'te i rv9j~Llflfc_-'
J. '1/ 7 ,lj. ltl/A...{ It
ReSiding at
f~/''Utl-<;'l1/2. (7/rJ
Residing at JI01 /.{&Q.a.td.o At.
t\ctMw.~ fA 1110 '1
Residing at (Pn$" B I~ Av-e
~~~'I pft- (111'
- 2 ~
-~.f!J])J)Jt '\
~'II.J7ti , -d. I:~MJ...eltcc_
POFmo.,
[)opallmonl of thI Tr..."IV
Bur.au ultho Public Dlbt
~ ~EASURV ( SECURITY TRANS~CR AND SALE R;~~'~;;)
", DIRECTf8
~.
1. TREASURY DIRECT ACCOUNT INFORMATION
-.
" , '
,",
.,1 '1.
/0
TREASURY DIRECT ACCOUNT NUMBER 14181 ~-1412161-WEJ
ACCOUNT NAME
ANlTAJAFFE
824 Lisburn Road
camp Hill, PA 17011..7102
2. SECURITIES IDENTIFICATION AND AMOUNT CHECK THE BOXES WHICH APPlY AND PROVIDE THE INFORMATION REQUESTED.
lQl Transfer my securities totaling $ 20,000.00 (Additional forms are required for more than 10 CUStPs.)
o Transfer $
AMOUNT CUSIP AMOUNT
$ Ol $
$ $
$ $
$ $
..
$ $-
01 my holdings for CUSIP number
CUSIP
912827L67
('It YOU'" NOT lrantfemno I_ of rout hO~ lot ltlll CUSlP and you N'I'II\bolCil:Ol6ltt. you mUle 11IC.."..1CJI(iftC ~ and ImOloIUIO t4 ttwcfMtd below. 'TNt Infotma1Ion II
tf'lO'M'I on )'OUt TREASURY DIRECT Sl.IltmMI 01 Aooount,l
SUB.ACCOUNT AMOUNT
LLJ $
SUB.ACCOUNT AMOUNT
LLJ $
SUB.ACCOUNT AMOUNT
LLJ $
3. TRANSFER' SALE AUTHORIZATION
I request the securities described above be transferred from my Identllled TREASURY DIRECT account to the Federal Reserve Bank
01 Chicago (FRB Chicago). I also authorize FRB Chicago, es Ilscal agent for the Untied States, to sell the above Identllled securities
and te charge a transaction fee for each security which will be deducted prior to clepostllng the aettlement amount due me. 1
understand FRB Chicago will make a reasonable effort to obtain a price quote from at leest three (3) government securities dealers
and will sell the securities to the dealer with the highest price quote for next day settlement. I agree to accept the price received by
FRB Chicago Irom the dealer selected es having the highest price quote. I understand the Treasury Department and FRB Chicago
shall not be liable lor changes In market conditions affecting the price received lor \he seourtty, or lor any Iou which I may Incur u a
resull of the transacllon or the Inability 01 FRB Chicago to complete the transaction. .
Under pensltles 01 ps~ury, I certify that the Inlormetlon provided on this form Is true, correct and complete. (II there ere two owners
Joined by the word 'and' both must sign.) this request Is submllled pursusnt to the provisions 01 the Department oflhe Treasury
Circular, PD Seriee No 2.88 (3t CFR Pert 357) and 1.93 (31 CFR Part 356).
ESTl\ OF ANITA ROSENSTEIN JAFFE
By: ~'(-l~/~ExecutriX
l'IlU" 'IYIII TIUI
Deborah lor oJatf en
0111
c/o 717-234-2401
TtJlphOM
810"""" 01 PI'"
TIll.
OIl.
--;'iiipllOIll
LIST OF SERIES H UNITED STATES SAVINGS BONDS
TYPE AMOUNT NAME &: ADDRESS ISSUE BOND H
DATE
- --
SERIES H $ 10,000.00 ANITA JAFFE 12/76 X5048192H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 10,000.00 ANITA JAFFE 12/76 X504Bl91H
270 N. Old Nassau Rd.
Jamesburg, N.J. OB831
SERIES H $ 10,000.00 ANITA JAFFE 12/76 X504B190H
270 N. Old Nassau Rd.
Jamesburg, N. .J, OB831
--
SERIES H $ 10,000.00 ANITA JAFFE 12/76 X504B194H
270 N. Old Nassau Rd.
Jamesburg, N.J. OBB31
SERIF.S H $ 10,000.00 ANITA JAFFE 12/76 X5048193H
270 N. Old Nassau Rd.
Jamesburg, N.J. OBB31
SERIES H $ 5,000.00 ANITA .JAFFE 12/76 V5172754H
270 N. Old Nassau Rd.
Jamesburg, N.J. OBB3l
SERIES H $ 5,000.00 ANITA JAFFE 12/76 V5172755H
270 N. Old Nassau Rd.
Jamesburg, N.J. OBB31
SERIES H $ 5,000.00 ANITA JAFFE l2/76 V5172753H
270 N. Old Nassau Rd.
Jamesburg, N.J. OBB31
SERIES H $ 5,000.00 A!UTA JAFFE 12/76 V5172752H
270 N. Old Nassau Rd.
Jamesburg, N.J. OBB31 .
SERIES H $ 5,000.00 ANITA JAFFE 12/76 V5172751H
270 N. Old Nassau Rd.
Jamesburg, N.J. OBB31
SERIES H $ 5,000.00 ANITA JAFFE l2/76 V5172750H
270 N. Old Nassau Rd.
Jamesburg, N.J. OB831
SERIES H $ 5,000.00 ANITA ,TAFFE 12/76 V5172749H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08B31
-.,
SERIES H $ 5,000.00 ANITA JAFFE 12/76 V517274BH
270 N. Old Nassau Rd.
Jamesburg, N.J. OBB3l
-.
, '
..
--
SERIES H $ 5,000.00 ANITA JAFFE 12/76 V5172747H
270 N. Old Nassau Rd,
Jamesburg, N.J, 08831
-
SERIES H $ 5,000.00 ANITA JAFFE 12/76 VS172746H
270 N. Old Nassau Rd,
Jamesburg, N.J. 08831
r----
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898240H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ l,OOO.OO ANITA JAFFE l2//6 M16898241H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
- - -
SERIES H $ l,OOO.OO ANITA JAFFE 12/76 Ml6898242H
270 N. Old Nassau Rd,
Jamesburg, N.J, 08831
-
SERIES H $ l,OOO,OO ANITA JAFFE 12/76 M16898243H
270 N. Old Nassau Rd.
Jamesburg, N.J. 0883l
SERIES H $ l,OOO.OO ANITA JAFFE 12/76 M16898244H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898245H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898246H
270 N. Old Nassau Rd.
J.amesburg, N.J. 08831
- ---.
SERIES H $ l,OOO.OO ANITA JAFFE 12/76 M16898247H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ l,OOO.OO ANITA JAFFE 12/76 Ml6898248H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898249H
270 N. Old Nassau Rd.
Ja~rg , N ,,1. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898250H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
-
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898251H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
.' ,
SERIES H $ 1,000.00 ANITA .1AFFE 12/76 M16898252H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898253H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ l,OOO.OO ANITA JAFFE 12/76 M16898254H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA .JAFFE 12/76 Ml6B98255H
270 N. old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898256H
270 N. old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE 12/76 M16898257H
~70 N. Old Nassau Rd.
Jamesburg, N.J. 08831
SERIES H $ 1,000.00 ANITA JAFFE l2/76 M16898258H
270 N. Old Nassau Rd.
Jamesburg, N.J. 08831
$119,000.00
\ '
,
, '
.'
December 23, 1997
Smigel, Anderson & Sacks
2917 North Front Street
Harrisburg, PA l711O-l223
MTI~!~l~
Opt'ralions Ccnll'r
635 Norlh 12th Slrl'ct
Lcmo)'nc, Pcnnsylvania 17043
7171731,1440
Thc infor~llltion which :'ou l"cqucr,tcr! on the p,ccount(o) of Anita R.
Jaffe Estate (!;or.inl 5~e.urity Numh~l' ' l35-38-0940) ill llS fo~lo~lIl.
J.ccount !lulTln~I'll\)
,
Cl~sl\ of Account
!r.Ih Opcnet!
Prin:i?~l U~1~~co
Accr~c(l :~tcrest
D&lnnce nt
tute of Death
J.ccount
CJ'tInc:":1hi p
Home of Joint
Owner, if llny
Dnte Ownnrshin
',jns tstnblir.h'ed
hrl:!itionlll Infor-
mation llcqllnr.tc:l
03-00108587 ..lQ-5B-21135'> 10-55-29B508
--
_~inqs - certi ficate Cert i ficat'e
11-3-86 8-27-9l 10-24-96
$7,068.63 $10,000.00 $l2,800.00
53.72 12.10 l5.l8
7,l22.35 lO,Ol2.l0 l&,8l5.l8
Individual Individual. Individual
No record of a safe deposit box.
11-3-86 8-27-91 10-24-96
Please complete t~closed W-9 form and return it to
our office in the provided envelope.
",Sincerely, ,
....2).... /('
",;.....~. -- ~
( <L- ..,_~L,~...-".) -d~'--
~/ Gretchen L. Cale
-'\
ACCOUNT NUMBER(S) 1O~S6-18S716 04-16-129399 04-16.-129359
Certificate Certi ficata Certificate
CLASS OF ACCOUNT
12-l3-90 9-16-88 9-l-88
DATE OPENED
$l6,332.00 $30,000.00 $lO,OOO.OO
PRINCIPAL BALANCE
19.26 32.42 1O.8l
ACCRUED INTEREST
l6, 351. 26 30,032.42 lO,010.8l
BALANCE AT
DATE OF DEATH Individual Individual Individual
ACCOUNT OWNERSHIP
NAME OF JOINT
OWNER (if any) .
l2-l3-90 9-16-88 9-l-88
DATE OWNERSHIP
. ESTABLISHED
ACCOUNT NUMBER(S) 01-l6-l22188
Certificate .
CLASS OF ACCOUNT
4-27-88
DATE OPENED
$10,000.00
PRINCIPAL BALANCE
l2.1O .
ACCRUED INTEREST
BALANCE AT lO,Ol2.l0
DATE OF DEATH
Individual
ACCOUNT OWNERSHIP
NAME OF JOINT
OWNER (if any)
4-27-88
DATE OWNERSHIP
ESTABLISHED
~----'
. .
,.
.
~ . Decedent Confirmation
II
Name
Social Security No
Date of Death .'
Anita Jaffe
135.38-0940
12-09 97 ,."". J'
- .
'.
"; "','. ,'f"".
r:,' Description
,.... Account
PLUS
$10,084.20
PLUS
Account Account
8100268916 v' 8000173328 v
Certificat~ of Deposit Certificate of Deposit
04.29.94 10.26.92
10.29.98 (Maturity) 08.26.98 (MatrUity)
$30,000.00 520,000.00
PLUS PLUS
$39.04 533.84
None
\'
Aecount No.
Account Type
Dale Opened or Issued
Dale Closed or Matured .
Dale of Dulh Balance
57.65051.9
Checking
06.12.86
Dale orDealh Accru,d Inl.
Jolnl Owners (If any)
Dale of .Iolnl Ownership
$6.73
None
. ..
Special Comments: N/A
Description
Account
Account
Account
Account No.
Accounl Type
Dale Opened or Issued '.,
Dale Closed Dr Matured
Dale of Death Balance
8000162369 .
'J
01400106
PLUS
Certificate ofDeposil
08.09.88 .
08.08.98 (Maturity)
521,462.78
PLUS
Safe Deposit Box
09-19-90
Not Applicable
PLUS
PLUS
Dale of Dtalh Accrued Int.
52.79
Located at Camp Hill
Branch
Jolnl Ownc" (If any)
Benjamin Jafee trust & None
b Co. trustee Deborah Cohen .\
& Julius Jafee ,.
.',
. Dale of Jolnl Ownership
08-09.88
fIN *~-('!lO""'5!.
. ,
Special Comments: N/A
Date I'repned: January 8. 1997 Prepared by: Benita D. Wright
(R.. 1/8/98) Page: 1
Gp' ,T.o t, ~_ ,
printer I
-
Charge? I
systeml TDA Account I
ANITA JAFFE
prev stmt; 06/30/1997
S
~ement History . Deposits
ansaction List Diaplay
056472129
10
Stmt Ends:
Beg Bal;
End Ball
20,249.18
20,249.18
08/i8/1997
Page
1'.1>01 e\. "-c.. e.--
20,249.18
Balanoe
20,333.92
20,249.18
20,298.34
20,249.18
starting Ball
Debit Credit
84.74
Post Date Description
07/31/1997 INTEREST
- 07/31/1997 INTEREST CHECK
- 08/18/1997 ACCOUNT MATURED
- 08/18/1997 INTEREST CHECK
84.74
49.16
"Dobt
49.16
................=-=-=-_..............=.=...=...................................
pF1=HELP PF3=EXIT
PF9.0RDER COpy PFll.PRNT LIST
End of statements selected
CIF141P
Go To;
ANITA JAFFE
System: TDA Account:
PFl2.CAliCEL
customer Information File
Account Summary - Open
02/11/98 17;36
Page: 01 +
135-38-0940
056472129
Rell
ANITA/JAFFE/
THE WOODS AT CEDAR RUN
824 LISBURN RD APT 606
CAMP HILL PA 17011-7100 Ctry;US
UBL 0.00 ALC DOP 08/1S/77 RSP 00056 'fIN S135380940
CHN 0 CM 0.00 AHA 0.00 STT M 001 08/19/97
UPC 0.00 UNC 0.00 PCC CD40 DOM 08/19/98
BAL 20,249.18 ABL 20,249.18 BPV 0
DFl 0.00 DF2 0.00 DF3 0.00
PEN 244.65 UPI 0.00 CLO 20,488.63
lAP 484.09 IAV 0.00 IRl .049000
FWY 0.00 TRF 000000000 INT A011 IR2 .000000
.................................................................~.............
PF1.HELP PF2.GOTO MENU PF3.EXIT PF6=DICT PF8=FRWD PF11.ACCDTL PF12.C1\NCEL
LEROV SMIGEL ESQ
SMIGEL ETAL
2917 N FRONT ST
HBG PA 17110
COMMONWEALTH OF PENNSVLVANIA *'
DEPARTMENT OF REVENUE ,
, , "'I'i
INHERITANCE TAl( r
STATEMENT OF ACCOUNT' , .1,( (1 ~' ,
I. IIV-IU'II", III.'H
,:"~ " '. ( I....
DAT! 12-21-199S
ESTATE OF JAFFE ANITA R
DATE OF DEATH 12-09-1997
FILE NUMBe:R 21 77-1007
COUNTV CUMBERLAND
ACN 101
r A.nunt n..lt.i.d J
-- -
11/-.'" arXNDXVIDUAL TAXES
INHER.tANCE tAX DIVISION
IIPT. ,.....
HARAJ.IURO, PA 11121-1601
MAKE CHECK PAVABLE AND REMIT PAVMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
HOTEl To inaur. pr~r credit ~o your .ccount, aua.lt the upper portion of this for. with your taK p.y..nt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR VOUR RECORDS ~
iiiV-:if,ii7--iiCAj:p"iiii-:iiym---iiiiil--iilHERiTANcE"i'iiif"s'fiifEiiEtWiiF'-"ifcciuN-r-"i;.ii----------------m--
ESTATE OF JAFFE ANITA R FILE NO.21 97-1007 ACN 101 DATE 12-21-1998
THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELON
IS A SUHKARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 11-09-1998
PRINCIPAL TAX DUE 1.____________________________
24.681. 85
PAVMENTS (TAX CREDITS),
PAVMENT
DATE
02-20-1998
12-02-1998
RECEIPT
NUMBER
AA269778
REFUND
DISCOUNT (+)
INTEREST/PEN PAID (-)
1,234.09
.00
AMOUNT PAID
24,000.00
552.24-
. IF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN .1,
NO PAYMENT IS REllUIRED.
IF TOTAl. DUE IS REFLECTED AS A "CREDIT" (CRI,
YOU KAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
24,681.85
.00
.00
.00
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVIOUAL TAMES
l.-tERI lANCr TAM DIVISION
OEPI, 18a601
HA"RI&IURQ, P4 111Z8~0601
;1"ll;j\'I~J*
2~~:,,~.J.5 1n.IUIU"'I".'"
11-16-19911
JAFFE
12-09-1997
21 97-1007
CUMBERLAND
101
NOTICE Of INNERITANCE TAM
APPRAISENENT, ALLOWANCE OR OISALLOWANCE
OF OEDUCTIONS ANO ASSESSNENT Of TAM
DATE
ESTATE OF
DATE OF PEA TH
FILE NUMBER
COUNTY
ACN
lEROY SMIGEL ESQ
SMIGEl ETl\l
2917 N FRONT ST
HBG
ANITA
R
f'-A~O~ Ro~ltted ]
MAKE CHECK PAYABLE AND REMIT PAYMENT TOI
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS .....
REV: i54i-EiCAj:ji-iji9-: 97"i" Nor i CE- -oF -YNHEiii rAiicE -r AX' iiPPRA i sEiiEN:r;-AtrowAHcE -oR - - ._m_ - --.. - - --
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF JAFFE ANITA R FILE NO. 21 97-1007 ACN 101 DATE 11.-16-1998
PA 17110
TAM RETURN WAS, (X I ACCErTED AS fHED
RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. Ro.l Eot.to (Schodulo AI
2. stooks and Bond. <<Schedule B)
3. Clo..ly Held stock/Partnership Interest (Schedule C)
4. "arig.g../Not.. Receivable (Schedule D)
S. C..h/BankDepo.lts/Hiso. per.onal Property (Schedule E)
6. Jointly Owned Property (Sohedule F)
7. Tranaferl (Sohedule G)
I. Tot..l Auots
APPROVED DEDUCTIONS AND EXEMPTIONS:
" Fun.rel Expen.../AdM. Costs/Hisc. Expens.s (Sohedul. HI
10. Debta/Norto.oe Llobllltlo./Llon. (Schodulo I)
11. Total Deductions
12. N.t Value of Tax Return
13. Charitable/Goy.rn.ent.l Bequests; Hon-elected 9l~3 Trusts
14. Net Velue of Eat.to SUbjeot to To.
NOTE 1
If an ..se.sment was issued previollsly. lines
reflect figures that include the total of ALL
ASSESSMENT OF TAXI
15. Amount of Line 14 .t Spou,.l
16. AMount of lin. 14 taxable .t
17. AMount of Lin. 14 taxable .t
1a. Principal Tax Due
TAX CREDITS I
PAYNENT
DATE
Q2-20-1998
rat.
line.I/CI.ss A rat.
Coll.t.rel/CI.ss 8 r.t.
RECEIPT
NUNDER
AA269178
DISCOUNT (.)
INTEREST/PEN PAID (-I
1, 23(t. 09
I CHANGEO
III
(21
(~I
(4)
(5)
(6)
(71
.00
153,640.15
.00
.00
285.952.50
.00
.00
(II
HOTE: To insur. proper
cr.dit to your account,
subnit the upper portion
of this forn with your
tax paynent.
439,592.65
?A.??A 46
411,364.19
.00
411,3~4.19
14, IS and/or 16. 17 and 18 will
returns assessed to date.
.00
24,681. 85
.00
24,681.85
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
2~,234.09
552.24CR
-------
.00
. ----~~---._--
552.24CR
----."----.- -------..---
(9)
(10)
27,665.93
562.53
Ul) .
U21
U~I
U41
(Schedula J)
1151
11.1
1171
.00 M .00.
411.364.19 M .06.
.00M.15.
UII
IF TOTAL DUE IS LESS TNAN .1, NO PAYNENf IS REgUIREO.
IF TOTAL DUE IS REFLECTED AS A "CREon" (CR I, YOU NAY BE DUE
ANDUNT PAID ~
24,000.00
'. ..
l\,SSETS
-
DATE DESCRIPTION VALUE
H
01/14/98 Pennsylvania Blue Shield $ 9.12
Re: Rei.mburn(~mellt for office visit
on 10/20 and 10/21/97 to Dr,
_. Howard R. Cohen, M.D.
01/14/98 XAct Medicare Services $ 61.60
Re: Medicare payment for 10/20 and
10/21/97 visit: to Dr. Howard R.
Cohen, M.D.
-
01/14/98 Dauphin Deposit Bank and Trust Co. $ 78.08
Re: Interest on Certificate of
Deposit 1/1478117454
01/14/98 Harri8 Savings Bank $ 29.78
Re: Interest on Certificate of
Deposit #1056185716
01/14/98 Hudson City Savings Bank $ 124.97
R(;: Interest on Certificate of
Deposit Nos: 6000905658;
#6000615029 and 110200905546
01/14/98 The Dime Savings Bank of New York, $ 83.06
FSB .. Re: IntereBt on Certificate
of Deposit No. 053-110560-3051
01/14/98 Marine Midland Bank $ 42.57
Re: Interest on Certificate of
Deposit No: 056-47650-7
--
01/14/98 Harris Savings Bank $ 257.69
Re: Interest on Cert if icates of
Deposit. #116122188; #416129359;
#1056185716 and #724-05226-1-0-505
01/15/98 Dauphin Deposit Bank and Trust Co. $ 50,118.43
Redemption of Certificate of
Deposit Nos. 8000173328 and
8100268916
01/15/98 Harris Savings Bank $ .7,630.21
Closing of Savings Account
No. 03-00108587
01/15/98 Harris Savings Bank $ 89,322.95
Redemption of CertHicates of
Deposit Nos. 10-58-211355;
#10-55-298508; #10-56-185716;
#04-16-129399; #04-16-129359;
#01-16-122188
.
" -
SCHEDULE OF DISTRIBUTIONS. FROM ESTATE
DATE PAYEE AMOUNT
07/09/98 Jonathan Monroe Cohen, $ 3,000,00
Custodian for Erica Rose Cohen
07/09/98 Jonathan Monroe Cohen, $ 3,000.00
Custodian for Lucas Jonathan
Cohen
07/09/98 Deborah Mildred Jaffe Cohen $ 120,000.00
Advance distribution
07/09/98 Julius M. Jaffe $ 120,000.00
Advance distribution
PlEASE FILE nlls REPORT WIWIN '00 YEARS OF DATE OF DFAUI RFr.ARDLESS OF 1llF. STAniS OF 'rnE
ESTATE. IF ESTATE IS tor <DIPI.EIm, FIlE A 6.12 FORM YFARLY llNl'U <DIPIEl'ION. {/
eT A 1'~~_H-'~rO!IT.._UN!l~!LR l!!!L~-,g
Name of Decedent,
_.____~!!.!.!~_a, Jaff~~/.!<i~,_Ani La Rosen~~_ein Jaf~e_
December 9, 1997
Date of /Jeath,
________c._......___.__ _____._._._..._.....~_.__
PA
~.
No. 2197-1007
Will No. 1997-01007
.-.--.--------, -. .-. .... .."..- .----.-.-. ...--
Pursuant to Rule 6.12 of the Supreme Court Orrh~ns'
Court RUles, I "aport tho fo! lowing with n~spnct to (~OlHplflt.lon of
the admlnlstrat.lull of the ilbov(~-Cilpti(Jnod "st.alel
1. Stat.e whet.her admlnlBtrat.lon of t.he estdte Is compieLel
Yes..xx ...... No
2. If tlw answor' Is No, stat.e whf,n lIlfl pnr'soflill
representative reasollably believeR that the administration will be
complete 1__._______..____________,__.
J. If the answer to No. I Is Yl~S, state t.he followlngr
a. Did the personal representative file a final
account with the Court? Yes_._._._ NoXX_
b. The separ,He Orphans' C..,u l't. No. (1 f any) [or
the personal representative's account ISI
c. Old t.he personal reprflsE'ntative state. an
account informally to the parties in interest? Yes f1 No
FAMILY SE'M'LEt1ENT AGREEMENT FILED WI'I'H THE COURT ON FEBRUARY 1 , 1999 ---
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Datel~/9/9~_~
/) ,-...
"~~~i~~L..I:C..(~(!4J1/;;~- ~..,tL--
Deborah Mildred Jaffe Cohen
Nllme{rfe-ase-tyi;e' C:;;:--prTiitj-'-
2917 DiCkinson Ave. Camp Hill, PA 17011
~-_._._.,._.~.._-.---._--_.- -'---~--~-"-, .--.----..--. --.
Address
../
I',,..
--' .'~'.'
,'1/ 7'1 7 '; J" ,,;l. /t'J :~
;~j~- r:io-:------'-.-.----'---'----...-~
Ctll'acltyr ..xxlL..Personal Repn'sentative
(MAHI rmt/ AM])
...CQunsel for personal
l'epresentativa
m/...27