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IN RE:
rHI\RLES M. FILE
an alleged
tn~apar.itated person
IN Tt-IE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
NO, 97. 1011 ORPt-IANS' COURT
IMPORTANT NOTICE
CITA TION WITII NOTICE
A patltlon has been flied with this Court to have you declared an Incepacitated Person, If the Court
finds you to be an Incapacitated Person, your rights will be affected, including our right to manage money
and property and to make decisions. A COpy of the petition which has been filed by
__tlE.RSC',IEL j&C'K. gSQ.<-- is attached,
You are hereby ordered to appear at a hearing to be held in Court Room No.5, Cumberland
County Courthouse, Carlisle, Pennsylvania, on FgBRllllRY 4 .19 98, at 2: 30 p.M. to
tell the Court why it should not find you to be an Incapacitated Person and appoint a Guardian to act on
your behalf.
To be an Incapacitated Person means that you are not able to receive and effectively
evaluate information and communicate decisions and that you arB unable to manage youl
money and/or other property, or to make necessary decisions about where you will live,
what medical care you will get. or how your money will be spent.
At the hearing, you have the right to appear, to be represented by an ettorney, and
to request a jury tria\. If you do not have an attorney, you have the right to request the
Court to appoint an attorney to represent you end to heve the attorney's fees paid for you
if you cannot afford to pay them yourself. You also have the right to request that the Court
order that an independent evaluation be conducted as to your alleged incapacity,
If the Court decides that you are an Incapacitated Person, the Court may appoint a
Guardian for you, based on the nature of any condition or disability and your capacity to
CHARLES M. FILE, an alleged
incapacitated person
IN THE COURT OF CO~~ON PLEAS F
CUMBERLAND COUN'I'Y, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. ~ I - Q'1 - 10 "
IN THE MATTER OF
AND ESTATE OF:
PRELIMINAI{Y DECREE FOR GUARDIANS
AND NOW, this \\~ay of l),(t"'L,C) 199")
, to
judicially resolve petitioner's request for the appointment of
guardians, the Court does hereby ORDER AND DECREE the following I
1. 'rhe
Court hearing on the attached petition is scheduled
day of ~(,I/A."L/~J 199.'.? at,~7.'-NM. The hearing
before Judge t}...(.,A/ in Courtroom No. :i-
for the ,/ll,
will be held
located in the Cumberland County Courthouse in Carlisle,
Pennsylvania.
2. The court directs the issuance of an appropriate
citation with rule to show cause why the above captioned
individual should not be adjudicated an incapacitated person and
why the court should not appoint appropriate guardian.
3. Petitioner shall cause to be served by personal service
the citation and petition with attached notice upon the alleged
incapacitated person at least twenty (20) days prior to the court
hearing. The contents and terms of the petition and the notice
shall be explained to the maximum extent possible in langauge and
terms the alleged incapacitated person is most likely to
understand. An affidavit of service shall be filed before the
hearing or offered as an exhibit at the beginning of the court
hearing.
4. At least ~O days not.icD of the petition and hearing
shall be given by per.sonal service or certified mail to all
persons residing in the commonwealth who are sui juris and would
be entitled to share in the estate of the alleged incapacita~ed
p.non" ..t.te if h' di.d iot..t.t. ... J ~. ""1 f. ~.I 'J 1
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By or.der of
IN THE MATTER OF THE PERSON
AND ESTATE OF:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
CHARLES M. FILE, an alleged
incapacitated person
NO.
'1'0 'l'IlE HONORABLE, THE JUDGES OF SAID COUR'l'1
1. Petitioner, Steven L. File, is the son of the incapacitated
person.
2. The alleged incapacitated person, Charles M. File, was born
December 1, 1915, is 81 years old, and is a widower whose current
address is c/o The Todd Home and Rehabilitation Center, 1000 W.
South Street, Carlisle, Pennsylvania 17013.
3. The following persons are to the best of petitioner's
knowledge, information and belief the only living children and
next-of-kin of the alleged incapacitated person: Steven L. File,
RR 14, Box 4320 Duncannon, pennsylvania 17020; Joan Bittle, 2649
Queen Mary Place, Maitland, Florida 33751; Kathy Dever, 2651 Ultra
vista Drive, Maitland, Florida 23751; Charles M. File II, 153 Lake
June Drive, Lake Placid, Florida 33852
4. The name and address of t.he institution providing residual
services for the alleged incapacitated person is The Todd llome and
Rehabilitation Center, 1000 W. South Street, Carlisle,
pennsylvania 17013.
5. To the extent known by Petitioner the assets of the alleged
incapacitated person are valued at approximately $116,000.00
comprising the following: $1,000.00 at CBC Bank, Lake Placid,
Florida, a personal residence at 636 Jefferson Avenue, Lake
Placid, Florida, valued at $90,000.00; a life insurance policy in
the amount of $12,000.00; rental property at 149 Grove Street,
Lake Placid, Florida 33856, valued at $12,000.00 and an unimproved
lot valued at $1,000.00.
6. Petitioner estimated the alleged incapacitated person's
monthly retirement income to be $2,000.16 including current
monthly Social Security benefits of $263.00.
7. The alleged incapacitated person was a member of the Armed.
Service of the United States bu~ is not receiving benefits from
thE) united States Veterans's Administration.
8. The alleged incapacitated person suffers from Alzheimer's
Dementia. (See Exhibit "An attached hereto).
9. Because of his mental and physical condition, the alleged
incapacitated person is totally unable to manage his financial
affairs, property and business Bnd to make and communicate
responsible decisions relating thcrato, including the ability to
aonununicate his need for BBsistance in these areas.
10. Because of his impaired mental and physical condition, the
alleged incapacitated person lacks the capacity to make or
cOl1Ununicate responsible decision" concerning his person and is
unable to do those things attentat to his daily living.
11. The following alternatives to the appointment of guardian of
the Charles M. File have been considered: having the alleged
incapacitated person live with family, but that alternative has
been ineffective for the following reasons: alleged competent
would wander off and often times be irrational and c0mbative.
12. The severity of the alleged incapacitated person's mental
and physical condition and the lack of viable, less restrictive
alternatives necessitate that a plenary guardian of his estate be
appointed to manage and handle all aspects of the alleged
incapacitated person's estate, specifically including but not
limited to: all issues relating to his cash, checks, and any bank
or saving accounts held in his name, his stocks and bonds, his
personal property, his real estate, his life and other insurance,
his entitlement to any governmental and non-governmental benefit
plans, federal, state and local taxes, claims made or to be made
on behalf of him or against him, the execut.ion of documents, entry
into contracts affecting his and the payment of reasonable
compensation or costs to provide services for him.
13. The following alternatives to the appointment of guardian of
the estate have been considered: attempting to work along with
alleged incompetent so that he Iwuld be able to make' reasonable
decisions but this alternative was ineffective because of his
often irrational mental st.ate.
14. The severity of the alleged incapacitate~ person's mental and
physical condition and t.he lack of viable, less restrictive
alternatives necessitate that a plenary guardian of his person be
appointed to handle all issues relating to the person of the
alleged incapacitated person, specifically including but not
limited to: his living arrangements, his medical and psychiatric
care, the administration of medication to him, and the employment
and discharge of physicians, psychiatrists, dentists, nurses,
therapists and other professional for his physical and mental
treatment and care.
15. Petitioner is not a~are that t.he alleged incapacitated person
signed any powers of attorney (except for the one he executed on
behalf of Petiti0ner) or advance health care directives or in any
other way he designated anyone to serve as his agent over any of
his personal or financial affairs or as his surrogate over his
medical care, or that he designated in writing his wishes with
,
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IN THE MATTER O~ THE PERSON
AND ES'rATE OF I
CHARLES M. FILE, an alleged
incapacitated person
NO.
IN THE COURT O~ COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
I
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Kathy Dever being duly sworn according to law, deposes and says
that she is an adult individual residing at 2651 Ultra Vista
Drive, Maitland, Florina 32'/51; t:hat llhe is the daugllt",r uf
Charles M. F~le; and that she consents to the appointment of
Steven L. File who resides at RR #4, Box 4320 Duncannon,
Pennsylvania 17020 as plenary guardian of Charles M. File and his
Estate the above captioned action.
DATED: I,"l./-<'jd
KATH~ ~>U.A )
STATE Of' FLORIDA
COUN'l'Y OF
On this, the J-t no. day of SAN",......, 1998, before me
personally appeared KATHY DEVER known to me (or satisfactorily
proven) to be the person whose name is subscribed to the with~n
instrument, Rnd acknowledged that S xecuted t Same for the
purpose therein contained.
IN WITNESS WHEREOF, r set my
tar
.,~~ OFFICI L SEAL
C.) PAUL NOVAK
My Commission ["plr..
Jan. 3, 1997
.~...~., Comm. No. CC 249827
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IN THE COURT OF coMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
IN THE MATTER OF THE PERSON
AND ESTATE OF 1
CHARLES M. FILE, an alleged
incapacitated person
No. 21-97-1011
Q.~DER 0.' COURT
AND NOW, this 4th day of February, 199B, upon
oonsideration of the petition for APpointment of a permanent
Plenary Guardian of the person and Estate in the above-captioned
matter, and following a hearing, Charles M. File is adjudicated
an inoapaoitated person, and his son, steven L. File, is
appointed plenary guardian of the person and estate of Charles
M. File, conditione~ upon his filing a bond as security for the
proper performance of his duties as a guardian of the estate in
the amount of $75,000.00. The guardian is directed to file a
report in accordanoe with the provisions of 20 Pa. c.s. section
5521(c) on eaoh occasion that a report is due by statute.
Notice is hereby provided to Charles M. File
through this order entered in open court in his presence and in
the presence of his court-APpointed counsel, Peter J. RUSSO,
Esquire, of his right 'to appeal and to petition to modifY or
terminate the guardianshiPs cr~ated herein.
By the court,
4. The allegedly incapacitated person, Charles
M. File, suffers from a condItion known as aloohol induced
persistent dementia.
5. As a result of the aforesaid condition, Mr.
File is an adult whose ability to receive and evaluate
information effectively and communicate decisions is impaired to
such a significant extent that he is totally unable to manage
his financial resources and totally unable to meet essential
requirements for his physical health and safety.
6. The aforesaid condition is apparently
irreversible and progressive.
7. Based upon the aforesaid condition, the Court
finds that it is necessary to establish a plenary guardianship
with respect to the estate and person of Charles M. File.
B. In view of the absence of a contrary
prognosis at this time, the duration of the guardianship
required must be said to be indefinite, pending further Order of
court, and apparently permanent.
9. The guardianship to be established herein is
necessary notwithstanding assistance which family members have
provided to Mr. FIle.
10. steven L. File is found to be a person
qualified under 20 Pa. C.S. Section 55l1(f) to serve as plenary
guardian of his father's person and estate, the plenary
guardianship with respect to the estate to be conditioned upon
the guardian's filing of a suitable bond.
11. The foregoing Findings of Fact are made on
the basis of olear and convincing ovldence.
illCUSSIOH
The provisions respecting an adjudication of
inoapaoitation have been =ecently amended and are contained in
20 Pa. C.S. Sections 5501 et. se~ Petitioner has substantially
complied with these provisions, and based upon the foregoing
Findings of Fact, the following Order of Court will be entered,
ORDER ~QQ.J1IIT
AND NOW, this 4th day of February, 1998, upon
consideration of the Petition for Appointment of a Permanent
Plenary Guardian of the Person and Estate in the above-captioned
matter, and following a hearing, Charles M. File is adjudicated
an incapacitated person, and his son, steven L. File, is
appointed plenary guardian of the person and estate of Charles
M. File, conditioned upon his filing a bond as security for the
proper performance of his duties as a guardian of the estate in
the amount of $75,000.00. The guardian is directed to file a
report in accordance with the provisions of 20 Pa. C.S. Section
5521(c) on each occasion that a report is due by statute.
Notice is hereby provided to Charles M. File
through this Order entered in open court in his presence and in
the presence of his Court-Appointed Counsel, Peter J. Russo,
Esquire, of his right to appeal and to petition to modify or
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Bond No. 3-5~1-319-3
Form 5.4010 II.S6.)M
GUARDIAN'S BOND
County of ,,,9.W1\9S.rJ,Sl.r:\9,,.,,,,,,,. PenlU)'lvAnla.
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E..ate of ""'I""",~,I~,~.r.!,?,~,,,~,:,,,f,~, !,~"",."., ,,'" ", .'0'." ,.",."" "".", ",."."",.!" ,Ill' }
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Jt9t~KKI)4J1O I MIIHlnIWlIIIUIHlPfltflll\
1011 97
No",....""..-,jof 19"".",
KNOW"...... MEN BY THESE PRF..5ENTS, Th~1 w. ......~,~~,~~~..,~,~,D.I.~.:...R.:.~.:..,~.~,:...~,~.~.......
4320. Duncannon, Pennsylvania 17020-9415
......,............"",..,,,,.....,,......,,......,,, ,," 'f" '0""" ..,...." ,.""",." ...."", """""',' """., """""" 811 Principal. and
THE OHIO CASUALTY INSURANCE COMPANY, a corporation of the Slat. of Ohio, ~nd author..
l.ed to b.come 001. ourely in th. Commonwcahh of Pcnnoylvonill, IIr. h.ld and firmly bound unto th.
Commonw.~hh of P.nnoylvoni~, for Ihe uo. of Iho.o inter.ol.cI in the ..tot., in th. .um of....................
Seventy-Five Thousand and No/Cents--..--------------($75,OOO.OO------)
............',..,.,,,,,.,,,............ .....H.....' ..",., .... ,......, ,......", ,,,..,,, ". """..,." ....,.., ".........",...,...... ,..,....", Dollar.,
to b. paid to th. oaid Commonweahh, to which paym.nt, w.1I oncl truly to b. mad., w. do bind our-
selves, Jointly and 8C'Jverally, for Rnd in the whole, our heirs, executor., adminlstratoJ8, Bucces.or. and
as.igns, and .ach and .v.ry of thorn, firmly by theo. pr...nlo. S.aled with our 0..10 and d~t.d the
...,J,?~h.................. day of ......~?r.y.h................. A.D" 19...??........
THE CONDITION OF THIS OBLIGATION IS, Thai if Ih. .bovo bound.n..................................
Steven L. F i Ie
.................................................................................................................. .s Gu~rclian of th. Estate of
Charles M. File
...................................... ................... .,... ...,. ... .... ,....' ,........................................., ..,.... ....,., ohall w.1I and
M<r*KXk.iXl / MClltfllly IIICOnllHltent
truly administ.r Ih. .otol. according 10 law, this obligation, sh~1I b. void .. to those who .hall so
admini.t.r the .slal.; but oth.rwi.., it shall r.main in fore..
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~ X,:~tlJ:!.P.rY.....hSI.J:I.i/.:J.I.<;;-.
Sharon E. Hains
BY:
Steven"L':" FYi' e...... '1'~;;';I~~i"'"'''''''''''''''''' (S.al)
THE OHIO CAS AL TV INSU~ANCE COMPANY
/ /1 ./ I.. ..~_
t'.. Si" y' R:.~~m~~..~.~~:i~:i'~~;--......
l"./ !
S.~I.d and d.liv.red in the prc..ncc of,
St~t. of P.nn.ylv~nl~
County of .........................".
I 55,
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.,.....,.......,.,..".,."..."..."".."",.""....,.,....",.,.,.,........;.,."""".,.""".",.".,.,..."",.....",.,.,..",.,,;,.',.,..,...-.;..,....
do lolemnly swear that, al the Guardian ...".",....... ."""'.."""......"".,'.!.,..""""....,..,.,..,.".,...""""..0...,..
of the e.tate of ...."" ,..." ..,. " ,'.'", ......','...".,..,.,."",., ".""",.."" ,..""""";,,,., ,.".,., ,.",.""....,.,.,...""", ....,.,..
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Minor child I MeJltnlly IncornpehiTlt
will w.1I ~nd truly ~dminisl.r the .sl~t. of .aid .............."..................................,..",,, ~c.ordlnil to I~w,
Minor Child I M'IMall)' Inc:ompCltent
Sworn ~nd subscrlb.d b.for. m.
this ................ cloy of ...............................".."""." I
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Date
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Waud1u1a-B1:8D.Cb.--
Month .JJ~ fC
Date Expenses
Amount
;{j'..;kl'''''' /.1, IfF'
l> -'
Deposits Balance
.. 9 - 9.f KkJ ~:.h~~<J."l,'(-/ - 730.-/-/
1':< e..--'
/,;1.-1-'1-91 ,{UJ.ljI.:---t Jt;;J .I., " I,d. ',..f ~;J 00 ' OcJ _-;30, VI'"
.J.. ~'i - 'j <; v, J j,..JJ v c.l"? "I. 3 ;" ;; Go /. " /Jr;
jj,r~.,'l.1tL--
I -6- -9'1 I'iud ./CJt.id ",tUu.~, 7 /7 .A' .~~
1':<-.3/-q,p >>,u,d fJ,p ".~ -27.:2,00 ,;2 7';;. (YJ' -nQ ,S>7
. . .':" (=-
-- ---.--.- .-- ..
-
- ..
- -
-
-
-
-- ';xd:;"'" '1':;;;;T s~J(J ,JAl
(/
,...... .""'..' , "1:-
" "" .. ,~
/
C.B.C. Bank Account.
,-1 Sl t;/ i' 7,::r .:7 J':...J' .2
MonUla-"" /.?
(/
1
7Z1~j__9: / y'/y
Date
Expenses
Amount
Deposit.s Balance
6ftl _ ~U"~L/ .__~, -
/-/J-'1CJ ..,3tJ"W
J - JQ - C/9 -' bt<.'d<J...~ .4-7 (H........-JL"A'" / J?'l ....d ,/ '-:,{)
1- .;1/ - 9 9 rll,:iI s;1/;..;J 4.ft 70, 00 .-:/ ,'j'V, t.'l
I-.;?~ -99 LJ,/. ~:/ ,((//;4' ?~ti:.tt;L~) __?:..L ;7 ,-,1,5',;(, -LY
) ....;27- 99 .,fd,Mt1;"U .t:!f'~~(~ ,~';>Ct1, 00 v:? .:j"; I Y _1
,,)_.3- 1'1 O"i,tel f)"L<J ';'> ,.!..L ,.,,;". .:? ll, ()O ---- _~~"2V 10
, .---
- ..
-
-
-
/f)/,~4"'-:I J:::A# .:)-"lj": 9'3
,Y .-
-
~":;-f-99 "/~.'-.. / ~ ~!-<..",/ ' '/,;/ -/.. }(:
~-I ... 9'1 Ja"...l 'ohU /-4.r"". <.,,;;'C(J . dO j',;?'./ y-
3"'.I'7~ 1r4.&,/~,. I::tX^,"A/ <l ;7"_")."- ._- 1--- :[ /.</, t,>F
I?t..d .A,d.!,", td"f :t;;:: _.,
.J -3 - 97 -. /7 ,1'eJ,7, s/
I
d..:J.-:JL .:J:b"J.... #'W<Aj __fL_!.L______ 1'("1110
~ t' ------,.~ ---..-- __.._._H__._____ _.- -_.
,,~ -3 -'17 h :".1 .()~ s. ~) -,-_.' 7-~!:.:'.___ ._",1/..:i . mL. "/ -, "
-------~- ~: / -) ~J:lL
-
.--
....- ..
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(I ,(. , rY~,.t' ,5'- ;(].yp
- (.;/};~O .--) t<? .. ..
~
C.B.C. Bank Account. .....t2.:L!/ ,r::.2...;:/ ;..? ,?1....'?
WAIICbuI" RrAnt.h
Month ,,,LeI- ?-
Amount
Date Expenses
.7
7~; /7I.'li"C1 <)1 11''19
Deposits Balance
l'
J
/
C.B.C.
Bank Account.
/) "/1 r '",/ :;J yo :', '~J
'"~ / v (. ~/-/ l.-' .- .~,? IX
Date Expenses
Month ~b'{<!4 ~ _./r) /<~",<j.~ /f'yy
Amount. Deposits Balance
WAIlr.buJa RrAnr.h
J.Cj-97 <b~;/ ,~A.' /<-( -' rl ;r/ ...
")' /;7 -;' , f/{/
...y. ,;I - '1'1 a;<~1 ).Jp s, " ',;) J..,) (',(/ . VII ~. ,/{J
'- . ,
.
."
- -
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. -- I----- --. -.-..-
-
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cf!,,/.-...... ~ll/ ,fvS'. -YO
L/
~- -._--,,----.-
Newport Bank Account. .;;(1,;'; () r;,' -;/ d y' ;(; () !..
Month._....L,( d(
C/
Amount
---
/9:..i(.(
Date
Expenses
)
--
Deposits
-<
-
f:.~ .;? (J 'I,J . c;: , '~CI'Y'.',( ('
t,e __ _;; {.{j-2L ,;; (.0.-
1
, ",I <: ,~~...,~ ,J,k:. _",Pon. 2L
lD-~_ l.t..___MlL___ ---__1/2. d2._
.. Ii!..-Li~'."~L.j-=_~..-I<jJ_ . .I.,:;.,i)....0.J(J ___
'~Jt;~,<_ I~l.~ ~L 1,,-" (~) ')"00,00
'-'o..;!'" Fa!" 0'<'/,) ,.<,>
~ I '1;7'1/../ w,{'!-:.l'
--- -.------ ---
-
-
-
-
-
-
---
cJ fO L
c:J t 7.,.:s '3
Newport Bank Account. .-.:...;J,AJ t! (., -;/C?<j d t1 /
Month ~/
Date
Expenses
Amount
<.;/30,00
I
I
I
I
I
I
I
I
I
I
i
i
I
I
I
i I
I
I
I
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.':.:>~-. .-:.::;!/
(77
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Deposits
.;/' ...,.." C
,,7 v.
--
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___~_____+"~_~_~_____.~.._.,_.c__ ,__"
Bank Account
, . ).),' I i /1/
-, , " {> (r- '>, /.' -~ (,' (.: _
~~WDort Bank
Montl'I----L'(, . () _ ./ I) 'It
Date Expenses
Amount.
. Deposits
Balance
1/ - / - (jP . ~j .. - -
b;' A,",'('{ (~~~J('J 7-
....df , "
-
. /1 .- / . '/f )i!~1 (F , \'.,.1 ) " (1-' ~) ','iO,(,''j ,/ f''(//, "I
1(lfl' , / (,I ( 'f
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II (/ -'I,f jr: t.. -7 (&C ,.';.\;J ,., J/'), I
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ccoun. .' ",' (!.Jl..J ( Y Li (,.
.tIewoort bDJs
/)
tttonth " ..:<7/
/YY1
Date
Expenses
Amount
- -y:r-y -" - r"
Id -/ - "i S' },., "Pr' l li.:d .-:!, ::(.l (I. (
Td '" - -
j.;l - / -'JY (~l,l.~t( (.'. : 1'//':'" ", "., 'Iu {., 'I '! ,', ;'(>. (."1 54//5.{',
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-- ',(<vi;. ,).. () III.'.;jj;j).C;>.. .L<iL(//.././ ,,- ",f51
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9P
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.
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Bank Account.
,,/,) c)(~ ~/t"; {., (J /
~wDorl Bank
Month--r/d--U.
I.__
Amount
/ i/Zl
Deposits Balance
7c)
Date Expenses
rI~(d ~,p-r;",/c.I'{1"'<'/ -
-L.- ( - '/ ? .:- 3-;';C,
- jj '- ,"
J~/-'79 --/,,,j ('f" (iaf~ eJ.'lj - -'-
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,/VI-- 0-<'- L'li,f"
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. -.
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// j {,;r.' _/,(1 .; (.. () /
Month /i1d f (' A / '/99 -
.
Amount. Deposits Balance
y
'J (
:.'t.
jC
"J!
?(d
Bank Account.
~..I- r;,/ Ir/i1'l .;{ . .. -'- / ,.::.J ~ if/', /.
, ., : /
,
J / -/1 ~J.J ei' Cl,"J., ct'f! ;) /,. li/, /. ," .:J Ir/v XJ -; (/ -<Fl.'/,
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--- ..~
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,
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'Jr.:'. i,? (' L:>~ :7;/3"
Date
Expenses
i6
2-
~. 2...
Fe?
F d (. '" 0' ,;!}.. \ ,.tf7 - I 0 II
-.-----
-
Expenses Amonnt
-~--.- _.:..--
Dale
----
-----
I . ----~-
--
- -
--
-
-
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---
JW.J/~
---
-
-
3..3/-00
-
-
-
----.---
---'---
---
Bank Account. Jl'r 1..:~_ ~ /c:::1&, -;;{;:/ 9" r/ c1/
NEWPORT BANK
-
Date
Month'JL.3/ -00
_Rxpel1!l~~
-
Amount
-_4__
. Deposits
~&Jl
.,;? 6/ , '.;:I
/0-/-99
il ..' _
/tI-JI- 99 cc.
.I!L~..."L:(l'1__. T~ti~~ ---.~"E~~.""
"~.t2.'L::~e~}!J~_E!'J~..__ ------JiZ.~L3
--. ------
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---.
-
--
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---
--.-
----
Bank Account.
c:?..7?'ti.'fY d;Yd ~/
NEWPORT BANK
Month, cf - J() - f?L_
Date
Expenses
Amount
Deposits Balance
--. . .-::-
- - ----- .t!..I' ~aI ..s ?J.li.0.22.
6 -/~99 L1_~' J dJ~~:du; .:;.tfJ/,7..2. . SJ. fin. ~
- -
--"-~.2/- 99 L~.,I;, ..i f'.J::. Ir.-. ~ f', D, ...7.$", (;5' ~n. 9~oI,/, (,,5
(,.~".99 I.,' J. ~.. CA.",J...;:; <kc.__ _~(,I '5</ /141, .2lt_
_,~-,:jJ-99 Iq" .t.I~~_~_ ..4J!IP &.J...__ 16",ML,_~k
-~~..__._~_.
jL~~__ .f'k- 1I'(.t,.ffi.~~_~ .[_ -. -~ ___-i'-L 1fJ..,_ 1----_.,----- .so. ;z..!&._!_J~~
- ----
--
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-
... J;! J' '-"lJ 60 ~'I:l. 'if3
(7
COMMONWEALTH OF PINNSVLVANIA
DEPARTMENT OF REVENUE
BU~EAU OF INOIVIOl'AL TAX~S
I~AIT~MCE 'AM DIVISION
DEPT. z,,0601
HARRISBURG, PA l11Z8'0601
MOTICE OF INHERITANCE TAX
APPR~ISEHENT, ~LLOWAMCE O~ OIS~LLOWANCE
OF OEDUCTIONS AND ASSESSHEIH OF TAX
" . ",,1St'
~9"
DATE
UTATE OF
DATE OF DEATH
FIL! NUMBER
COUNTY
ACN
04-02-2001
FILE
08-05"2000
50 00"0138
PERRV
101
E "A.;unt lIeii-UOd--J
----~- - .~===
-_._------~---~-------~_...--
MAKE CHECK PAVABLE AND REMIT PAVMENT TOl
REGISTER OF WILLS
PERRV CO COURT HOUSE
NEW BLOOMFIELD, PA 1706B
CUT ALONG THIS LIN! ~ RETAIN LOWER PORTlON FOR YOUR R!CORDS ....
R"{v:U;.1'-ix -Aj:ip-na:iiiir-NoYicr-op-ytiHiiiii'Aiici-YAX -WPit'Ai siiiiiiT";- A i:rowANci-iili - -- --- ----- - - - - --
DISALLOWANC! OF DEDUCTIONS AND ASSESSMENT OF TAX
C.HARLES M FILE NO. 50 00-0138 ACN 101
ALLEN E HENCH
HENCH & CRESSLER LAW OF
224 MARKET ST
NEWPORT
PA 17074
ESTATP. OF FILE
TAX RETU~N W~S I (X I ACCEPTED AS FILED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ONI ORIGINAL RETURN
1. R..l E.t.t. ISch.dul. Al
2. stooks ""d Bond. ISch.dul. B I
3, Clo..ly H.ld Stock/p.rtn.rship Int.r..t ISch.dul. CI
4. Hortgagea/HotCI Rlellv.bl. (Schedull D)
S. c..h/8ank Depo.its/Hilc. Perlonal Property (Schedule E)
6. jointly Owned Property (Schedule ~)
1, Trllnaf.,.. (Schedul. 0)
8. Total A...t.
I CHANGED
III
121.
(31
141
151,
161_
17l
.00
.00
._.00
.00
35.237 .37
.00
.00
181
I?I
110 I
12,397.00
9,462.36
III I
1121
1131
1141
APPROVED DEDUCTIONS AND EXEMPTIONS I
9. Funerel EXPlnl../AdM. Costs/Hisc. Expense. (Schedule H)
10. D.bt./Hortg.g. Li.biliti.s/Li.ns ISch.dul. II
U. Total Deductions
12. Net ValuG of Tax R:aturn
13. CharitMble/Governnanta1 Bequest.; Non-elected 9113 Trusts (S~hedule J)
14. N.t V.lue cf Estat. Subj.ct to Ta.
If an assess.ent was issued prev10usly. line9 14, 15 and/or 16. 17, 18 and 19 will
reflect figures that include the total of ALL returns a..essed to date.
ASSESSMENT OF TAXI
1S. AMount of line 14 at Spousal rat. (1S)
I.. Aaount of Lin. 14 t...bl. .t Lino.I/CI.s. A r.t. 1161
17. A.ount of Lin. 14 .t Sibling rato (171
la. AMDunt of Li~e 14 taxable at Collateral/Class 8 rate (18)
19. Principal Tax Due
NOTE I
DATE
02-09-2001
-nml''''---''
NUHBER
AA421189
-nr
INTEREST/PEN P~ID I-I
, .00
.00 X
13,378.01 X
.00 X
.00 X
~HOUNr PAID
602-:01
.----
TOTAL TAX CREDIT
BALANCE OF TAX DUE
IHTEREST AND PEN.
---'----
TOTAL DUE
'*
IU-IUI 11l1H n'....
CHARLES
M
DATE 04 -02-2001
NOTE: To insure proper
credit to your aooount_
Mub.it the upp.r portion
of thia forM with your
tax pay.ent.
35,237.37
:>1 .85L.3.6_
13,378.01
.00
13,378.01
00 =
045 =
12 =
15 =
.00
"602."01
--:00
.00
602.01
Cl9):.--
6D2.Ol~
,00
.00
.---'
.00
-'-~-
. IF P~ID AFTE~ DATE INDICATED, SEE REVERSE
FOR C~LCULATIDN OF ~DD1TIONAL 1NTERE~T.
IF TOT~L DUE IS LESS THAN .1, NO P~YHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTEO AS ~ "C~EOlT" IC~I, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FO~H FO~ IMSTRUCTIOMS. I