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HomeMy WebLinkAbout97-01017 " ~ ~ '~ \ CD .... , " . .e 0 z: tit LLI '>S. " I)ETITION FOR I)ROIIATE "od (;RANT OF "ETTERS ~ 1- q 7. 10' ,., HI RIAH M. L^lIVI.:H N", 10: "-'./(/11' {~! IIlso k/lown CIs _ J)('('(I(/,\etJ. Kl'~lst'" ,,[ Will, I,ll lilt. ('''lIllly,,1 ClIlIIlll'l'lllnd illthc ('olllnltltlw\-'all Ii ill Pt'illlSylvltnin Soda! S"('III;ly No, 042'-30-5H90 Tl~l' IwlillOIl (If I hl' IIl\dL'r\i!-!lll'd 1'l''iPl'!''1 rulh' 1..'pn''il'llt~ llial: YOIlI Pl'lilllllll'rh)' who ,",'art' IS yellr... ul ag..., or oldi'l all ttll' l'\l'l'\ll ur illlhl' lu'i! will or I Ill' ahm'l' dl'l.Tdi.'1l1, dall'll Augll~l 10 J and l'odit.:iIUd daled None . nllrncd 77 .~.., 19.., .... C, DLlvld MunIch, an eXl!l'lIlDr nllnwdln Huid Will, Llppo:!ntml'nt P"I' Rlmllncllltltlli rllt'dllt'l'ldn, hilS I'l'ntllllfl;i,a'nTir'-"'~---' (..(,lit' ll'll'\illl( lll(((l\I;!;lIh'l'" ('.J'- Il'IlIlII\'lilIIHIL .1<';1111 pI \'\COIlOI, I'll',) Dc\..'l' 11 th.' II I wa... dOlllicill:d al dC.1I1l11l Cumh(.rlnnd IL~~J' 1111.,1 family 01" prind:1al rt'sidt'lIl't':ll HeJdlL" HCnlOr{al Nee.hanLcHburg, I'A 1/055 lit I ,; ~(i~~l', Pm~i'6li'~~;lf~; tHh ~.. .1 ..__,~_...._._.. .._.......,_, 111,1 ',IIL'L'I, 1I11I\lh<.'1 illLlllllill,-q\;t!If\) 1l''CClllknl.lhl'n 90 le,,,,,,r<<ge.dicd , IDl""j'mbll'r . 1, _'1~--119..9.L._....,,\ al S"idle Memorial Hospital. Burough of MC'l' lanes mrg, ~l1m_l~~:.!:~_:~~l_I~(."".~~.9_~~~~~!_,U' E\\.'t'pt (\\ foll\1\\"'i, dl'I.'l'di.'l1l did 11111 Ill,IlI'Y, \\':1:-- Iloll,li\'orn'd and did 1101 havc II i.'hild horn or adopted nftl'!" l'\l'l.'lIliOll or I Ill' \\111 Onl'l cd for prohall'; \\<1\ Illlllhi.' vkl ill1 Ill' it killing Hlld WU.'i IIl'Vl'r l.ldjudkulcd illl..'01l1pt,.'ti.'llI: Nunc' ...___.~______. Dl'L'l'lldl'lll HI dt'lIth l)\\tll'd I'IOI"l'I"IY wilh l''ilillltltt,'d \'alu\.', as fnllnw,: (If dOlllidkd III PH,) All pt'r'itlll.l1 pl'{Ipl'll~' (If no! dOlllkilL-d in Pa.) Pl'l"sonal prolwrry ill I'Cllll.\~'haI\Ia (1l1HlI dOIlli\.'iIL'd ill I'a,) I'l'rslllHlI properlY in ('Ollllly Vallll' 1.11" rr.:all.:..I:lIl' ill Pi.'flns~'h'allla 'dlU:Ul'd '-I' follow:-.: $ . Uncst.ima t.ruL...c._. $_.._._........._......~-- $ ...-. ...... ,....__._._~....... $. ..Nune.................__ WIILKLHJI<I.. pcliliollcr(q Ic,pc,'llully r"<Iuc,t(s) Ih(' I'I'Ohall' 01 Ihe lusl will IInd eodicil(s) Pl'c'<'l'ried Irer('wllh alld lire grant 01 lei 1('1" t.CSt.,H!1Cllt.J.lTY . ___._.... .. ....__... IIWI'OII. UL''>lal1\l'lllar\'; adlll111htllltilltl C.I,a_: itdlllillhlluli{lfl d.h.lu'.l.u,l , ~ .~ o -5~ 'li.' "''' -:1.5 c:;';:: " .- Z:t: , ~.a ~ ;1, 'j'; ~----:.... . _/7 ... .'.... .ICZ~. CX::,~..,,~- RQbcrLM, .Lllu'lc.r. ..__.__. ~~w~~:"dl~~h ..rmr'6._. y, . . __~_ ..c_...._ --- ...~._---~- h _ _ _._____..__...._ OATH 01' PERSONAL REPRESENTATIVE COMMONWEAI,T11 01' I'I:NNS\'L\' ANIA COli NT\' OF CUNBliRLAljl1 I t :-;:-1 lhl' 1'"'lilllllll'I(s) :Ihn\l'-Il;tnwd \\\C:lI',') lH ilffirm(<-,) Ilia! till.' 'tal\.'Ill\.'IIlS tilth\.' foregoing petition lire trut' tllld l'IHll'l'l In I Ill' he..1 llltlll' ~Il(l\\kdgl' UIlt! hl'lid (11" pel it IlllIl'r(Sj and Ihal as p{.'I"sonul rcprcscn- Inli\'('(~,) ,t! till' alhl\\.' dl'l'\.'dl'1l1 pl'liliI11ll'!(S) will Wl'~.~~~llllnlql'lll1l' cs..latl' Il:L'ording 10,11\\', SWOIII I,' ,1t <<lllr~.!f' <<uti "d",'!liwtl 1"/ l(a~'Z,::S-h~ ( . "L"'t..,,~ hl'l'<lI\' Illl' I IIi.. , da\ III Robert. N. LUUVf.'f ~ \.)...p"cemlp'-f /.J 19/97. )' '!'l j!ta~-< U~ ,~<~ f"t- ,,(I-I? ?U/(+;.&.4./;~" ~ Mar . LeW.18 I Ui'I!./S/l'I' l/:;;;- , - /5 -J.JI';;' ,.,."...,.1 . 'IIIMAH.HT IUllll1ftII i ~ ,', " ',' I ~ I '('lib h to t'l'Itifr tlWt thl' 1t11'Jllllillitll\ 111'II' !"I\l'l\ i., \.1\lll'.ill' "'Pll.'d 11'1111 ,III flllj',lll.d (,'llilll.llt' ill dl',lth duh- lilt'd with lIll' ~I~ LlI(-.1! Hq~i"itL\1'. Till' tll'i!;lll,d ITllilll_,\II' will Ill' 1IIIw.ndl'llj'.1 d\(' \\.11" \'11,11 1:,,111,1. \ )111((' 1~1I 11\.'llI1;IIII:l\l lilill!'., WARNING: It Is Itlegallo duplicate this copy by photostat 01 photograph. h'(' 101- dli~ U'llili\.:\!(','~:~()U iliiiiil'i'-'i;,,,;;". ,\,,'t~\,\\ Df P/1:;~' ;.ill~\ .--__'4'", ~;l\ ,..~;' 'II' "~1;,,~\ , i i ~ '." \ I '.". .....' II'.... " ". \ It \- '"." I .1/ \ '1l:. . .. ~,,1i ,~1'J. . ~~,,':'; '''';;'MfN1 ~,'l1i,!'" ~~l'ilf!!JJjJI!J.!\' I ,; "K, ,[ (I ,,""/- .,-. ~f~0,/J;iI,j~4j 1.lHid Hl'gi\llill fl f 4486595 il' & .' l1:_~U.~~(-U!:.._,~t~~kZI_.L:LtL~ \1<11..' .~.___o__."___________.~~,,,.c_.~~_~"_~__--'___~~"_ , No, IIlOf.UJU..1tll COMMONWEALTH Of PENNSYlVANII.' DEPARTMENT OF HeALTtt. VIT~l m!COAO$ CERTIFICATE OF DEATH \1011 '~f N,,'OIIl!\ ~Mif O'OfCti5th~;;'~'i'~~"---'-~ .-..---..-.--.--.... -----.. '...-~-- 5i \ -.-------:.-r:iAi1jXljiiiiY"V..liliR-.--..-.----..}...i(-(li'iiAI~tl..-..~(;j:(~--.--~~- "0' ,M!-~lAfD.II4..~j., ,.. "..,.-., ,~" 'I- ,:7"",,=,',',,',,', I ""'""",,, " ,,',-. ,'., - 1_.J~_m!1 ~c- j-.- 04.L._~=_~Q.._~~.~L_.. 4 Oecember _!~_. .. (."",,~"l.!,l __ un"'" Y n ...... '-'" PIM~OflJ(.II.i'-'''','II'''. _'''lhL'''''''''''''''I'~1 . ---.---. 90 ,,, .....1"" '''"'J:''~ .';;;~-"~7 Lu"~:;l.~~~'~.::.::::'11 ,;",~"..."II ...'~~II...J:~I-".~,,,II ~:,,,II ~;~::~\~~- __ _c:~e:;~.'~~:~;.~~~ JJ~';~';:"~~~~~;~;";I~:~;':~ .H"___ 'j;}~~;:,?1~~~:~~::Nl--' ~Ej,~;~~~"n-.<<r~-iw !!t12'QfJ:!!,I}~l!lli_~q.\.!P.!lllQtl-- -"''!il"l:Qf!!tj!I'HI.~~!t!!~I!!'II~ --I~~r!fl[ij['iii"-{"I'l~ -pfctorufiHlI.ii;A~--' "--iiffll1i'-Sf~i~~I"""-I~'. ---.l~iilV~iPOlIU- (~j:::';~,1~IJ~.'~:';;:;t.::"4i~~~ \J& ~11~Hlf<lflCW w.',t'j '''I'''''] ,,;!'lYUPi"L'l11 . 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I , 'I , <"Iii ,;;1-. : " ", :1111' 111,-: 11 i"';: I ; 'il !II -I Ii! i," II' ,:I\(! ,I ',' "I I "!: '1-1 I ",:[ ,I " 1,- II , -, ": il,:' '11"'1, ' I,' - II 'i! 'Ij' '" i' :1':, :11: . , , I! C 9.5 WilL tORM ((1I11\,ctkul OGRVST Au.srA!! l!GAl SUPPLY CO. 269 Sh,ffi,ld St., Mountaln,kl, N. J. 07092 mcail~ llliUU ~~1fu mts~~m~nt (II I, MIRIAM M. LAUVER, the City of Bridgeport, ('(jlllllll oJ' Fairfield (/I/d 81(/11' (lj' ('(jI/I/,.('ti"III, II('il/!! "ll'"I,/,'1! I/~'" oj' ,Wlllld (/I/d diN/HlNil/~ III illll , I/I."/I/(lrll I/I/d ';lIdl1l11(,I/I, d" ''''I'd,!! 11/(//.'1', 1lllhli"h 1/11I1 dl'('I(/I'I' IhiN I" III' 11I11 I,I/,~I "'ill I/I/d '{'(''' 11//11."" I , ''''/'I'h!ll'('/'(lki''r! 1/11"I'('l'loIlN lI'ill" (/lId l'w!i,'iIN /11l/d,' h!lll/", ~ticle Onel I direct my Co-Executors to pay all my debts which shall be determined to be proper ante mortem claims against my estate as soon after my death as shall be practicable. Article Two: All of the rest, residue and remainder of my estate, both real and personal, of whatsoever the same may consist and wheresoever the same may be located, I give, devise and bequeath unto my son, Robert M. Lauver and my daughter, Shirley M. Lauver, share and share alike, to be theirs absolutely and forever. Article Three: In the event that my son, Robert M. Lauver, or my daughter, Shirley M. Lauve~, should predecease me, or their deaths be simultaneous with mine, 01." if they should die before my estate is distributed, then in any of such events, I direct that their share shall be distributed to my granddaughter, Linda Lee Wallace, to be hers absolutely and forever. Article Four: I authorize and empower my Co-Executors to make all divisions and distributions provided for under this Will; to sell at pUblic or private sale to any purchaser, with or without option, for cash or upon credit and to exchange, lease or mortgage any inter- est in real or personal property; to invest and reinvest in such property, real or personal, as they in their discretion shall deem wise without being limited to investments authJrized f~r trust funds by the laws of the state of Connecticut or any other jurisdiction; to borrow money by mortgage, on collateral or otherwise; and to register securities in their names or in the names of their nominees. .t:: , ~ <I) ..,~ 'tl I::i ~ "'l . ~ x .. "" ~ ~ ,0 u u .. ~ .... ~ z ~ 5 ~ .cl 0 .:l ~ I 8 ~ t...> :J z .. .$ ~ :! ~ z 0 ~. t- ... '" ~ u '" !i H .... Cl ..~ . ..., tl ~ ~ " ~ 0 III ..c '" ~ ~ H 'OIl 0 0 . $ 6'0 0 ~ ~ Ili ~ ... ".. 0 ~ ~ ~ 8 'r! I::l 0 '" 0 cJ ii: ,a ~ ...., 0 ~ III ~ ~ ~ ~ '" ~ ...., '" ...., 1: '", .... ~ 0 ".. ~ '" ~ ~ '" ~ ., 'ii L.AW OFFICES SNELBAKF.:Fl, BP.ENNEMAN fir: SPARE I'ECEIP'f AND RELEASE WHEREAS, Miriam M. Lauver, late of the Borough of Mechanicsburg, County of cumberland and Commonwealth of Pennsylvania, died testate on December 1, 1997, having first made her Last Will and Testament in writing probated before the Register of Wills of said cumberland County on December ~3, 1997, a.nd Letters Testamentary were issued on the salT,e date to j{obert M. Lauver, the Executor named in the Last Will and Testament of said Decedenti and WHEREAS, said Executor has entered upon and completed his administration of said Decedent's Estate as set forth in his First and Final Account attached hereto, and intends to distribute the net balance of the assets of said Estate to the persons named in the Statement of Proposed Distribution also attached hereto, both of said documents being incorporated herein by reference thereto; and NOW KNOW ALL MEN BY THESE PRESENTS, that we, Robert M. Lauver and Shirley Lauver, being the principal legatees and distributees named in the Will of said Decedent and the persons entitled to share in the residuary distribution of the Estate of said Decedent, do hereby declare and say that we, have examined the attached Account and Statement of proposed Distribution, and find the same to be true and correct, and in strict accordance with the terms and provisions of said Will, and we do hereby acknowledge that we, this day have, had and received of and from l.AW OFFICES SNELBAKER, BRENNEMAN a SPARE RECAPITULATION LTY: PRINCIPAL ACCOUNT: Debits Credits Balance 291,282.57 31,085.0~ 260,197.49 INCOME ACCOUNT: Debits Credits Balance 3,304.55 0.00 3,304,5~ TOTAL PERSONAL TV 263,502.04 AL ESTATE: PRINCIPAL ACCOUNT: Debits $ NONE Credits $ NONE Balance $ NONE INCOME ACCOUNT: Debits $ NONE Credits $ NONE Balance $ NONE TOTAL REAL ESTATE: 0.00 OTAL FOR DISTRIBUTION: ,Page 4 263,502.04 ---_..---_._----_._---------_.._'--_._._----~------ ~ j O"glnO' R,,"o ,~ l \'III1"mon'o' R""o .a~ ~ ~~2l . Jim,,,. f"." ,.'0 f,,,,, """" Comp,om". lilt': I'.' dO'" 01 ...,n .11" 11.\1.01\ 'li j b o.....nt Di.d 1"'0" O..,d.o' M.,nt.In.d . L'<lng I"" (AnQ(n (Opy ot Willi lAlla'" (apy ot 1'U\I\ - AU CORRESPONDINCE AND CONFIDENTIAL TAX iNfORMAnON SHOULD 81 DIRletED TO, , - - ~ffi ,tlAIoII (")t\elbakor't BJ'unnumaq ,Iy, :~\HIl'O, P. C. \'0"'"'' "A"'''O AOOl'" ~'i ,_Ri"b:-~r.:.0,~~-'-~~l~.!!!:.('!J.~J.!.Ll!i,'" J lill West ;.\ain stroet S~ ,,,,,,,,,,,, """"' \ 1'\echilnicnllurg2~ ~ 70,~? _-~....llLJ,,"o,J!21-!l;!~1L-.====7'=~"=.,,~ ._-~-=---'~~ -, ==--"-~ : 21 ,'L", 18" q"o'" ,h.n lln' IQ, ..,,, ,h, dill".." on J,", 21 lhO," ,h,lAX DUE. 211 -.---'- --' .-'.' .. . Ent" ," """" on ,h, o.Ion" d" on ,,," l I. 12' AI .. ----,------- - - - 8 En'" ,h, '0'.' oil,", 11 ond 21. on ,,,' 218 lh.." ,h' OALANCE DUE. 12'81 ---~----..-... ..'-yo" Chock p,..abl. .., R'j!I.",_ol W,~!."!..--__ =-----'-- .... BE SURE TO ANSWER ALL QUESTiONS ON REVERSE SIDE AND TO RECHECK MATH .c..c. - - -- 'Joo" ,"00'"'' 01 0","'" .,eo"" 000' , ho.' ",om,,'d 'h" ,,"'0 "",0'09 o<<omo.n,,'q "h'd"" on. "o,.m.." ,",,, ,h, 0'" ,i -, "o~"dq" ,"0 "",,,,, , " '" """ ono ,omo"''' j..,o" ,"0' od "0' ,,"0" ho' """ ,.w.,. 0' "" mo'''' '0'" 0'"0'01'0001.''00''' ot'" ,,"' 'he ,,"0'01 "p"'"''"''''' t)CI\llCl ' , 0\\ ,nlorm011011 01 """,e" ~HeClOfl'l ''lCI\ (HI'( . n(lW'i..Ollll -...,-.-:.cii'Y '" ",,,,,, , 'j,;:;;::;lii:i",.-..--.""i,'.,.... .........-.-..-----.--.-.---'--....--- ~.-..-...- . .. .,'.....,...~/"'~~ l 'ol '~', .dH'.(" ~.'1.1 ",,: .\', '. ~'t)m.,all ~ ::\,:1\"', l".':, 71(1-1iA...... ~.!b}(\ /.5. (>1.)/,,-:2 ,..~ .:)/,\Irl\()t~W'..11H 0' .",n""aHVlNIA :,.Ip,utM"11 0' UvtNut :J(P' .BOWI "At~~':.~~.~(, ,,~~.- 10111""101 DIA'H Am. \213\1" CHICK rl INHERITANCE TAX RETURN ,If ....pOUIAL - RESIDENT DECEDENT \ pOYIRn CIID" II CI-'II"ID--- !IILI HUlA'" -- . .'. (TO BE Flli:D IN DUPLICATE \ 21 .r l01'l WITH REGISTER OF WilLS) \cou;-.m (O~E ,t" 'WMII ~~- --=.-~_._---=-- ------ o ( D N '. .0,-,,"1" "00&1\\ .~ . ' . ..' l20 south ~ilDert Street MechDnicullurK, PA l7C~5 ,tClDtld', Il.MI ,A\l .,1\1 Hill ~"OO\I ,",I'o\U ~ " ... '" ... u ... " ,_LaU,(~UJJ1Jrlam ;1!-_- - \0(1"\ ',t(U~llY tj\I/oI'I~;O"U of {JUll~ I o~2-l0-,W)l) _..._____ l2 /1'J'r ,. UtI'CHlll \.JI~..,~I, \,Oll\1 \ OJ.''' hl\! 1,1\1 ~"ll..,(JOII ,,,01'61' ------ l: 1. Rlmalndlf R.lUl" tlOl do'" oi d,ol" ollar to 12.1),0; ), flc,fal hlol. iq. RIMn R.qUIII'O , \DA11 ot 'I hi 6il,:/0'{ i \O'IA\ \ICl!iifi''NUldU COIIIII, ------ AMOUNIIIUIYIO 1\11 \N'llJuC110tl~1 ----' ~ a T 0101 Numo,' 01 ~ol. D.po'll eOll.~\ - - '1:) q " ~_::=~ z " ;: ... ~ ::> ~ ~ u ... .. R.al E1IOIe \5,"edule ~\\ 2 ~IC)(I.., (lnd BonO' I~,hedul. 61 J. Clo,.ly Held 510(k/PonneunlP II\IIU..I (S,hedulll C\ J MOfHJoglU ol'id NoIIl\ Reul'I'oblll \S,hllldulfl 01 S CaUl, Bonk O,pO\II\ A MiHlldonllou\ PeltonClI f'IOPIlIlY (S'hfldulfl El b 10ll\Ily Owned PropDflV (5,hllriule f) 7 Tron\lnf\ \Schedulfl Gl ISchlldulfl 1.\ \ 8 Tolal ("on Aue" IIOlell liMit 1.7) Q funefal E,.;penuU, Admlnluroh.... Co.", Mhallloneou\ hpcu"" (Schedule ~l 10 D'DI', Morlqoge liobililieJ, Uent {Sdltldullll\ \ I I 1.,.1 o.d""o", 1,...ll,"" Q & 10\ 1\2. Nel volue 01 Ellate {line 8 mll'iU\ line \ 1\ I \ 13 Chawable and Go...f1,nrnen,ol aequo'" \Sch.dulfl Il i '" N., Value Subjl(! 10 To. (lin. 1'2 mlnu' Lill' 13\ --' ll)___c_ 121 ._, <;6. n,. 26 IJI___~ 1'\ I 5 \ _..l..\.WUkWL--- I b 1..-!!~..f.2!LJ.9 (71 I 8 I _--,.ll..5.0 '{ . " q (.j t'"l :,11 '.' I..' IQ\. n.(13Q.S2 1101 il,'l,qg.S6 18,:J30.0B 1 9 4.4 71..JL-,...-. 11\\ 111\ IIJl 11'\ 1 g~..1477 . 31-:;--=,"- . = z S! ~ 4 ~ " ~ " '" u ~ ., 5pouloI Tron,t." (10' do'" 01 d.elh ahClf 6.30.QAI See I",UUCllo", lor APplicable PCI,centoC)e on RI'I'fH\CI Sid, (Indude 'iolul\ lrom Sch.dul. I< or SChl!ldUlll M \ lb Arnoun' 01 UnCI 141oKoble 0' 6% fo'e (InclUd. value' hom Sd'ledulfl K or SChedule M I Amount 01 Line \ 4 lo11.oble 01 \ 5% role (Indud. vnlut\ !rom 5chldull I( or Scnedull M 1 Inlll"" 1),0')0.00 -'-- (151 . Ob = ._~QB.6~ \15 I 191I,il77. ,1 Ilb\ )( 15:::1 (171 -- li.~6a.G4 '17 P8\ 18 Pfi"'~'''(ll lrl~, due (A~:! ICl:l. I-om ~ .-,(1. 15, 1 t, unti 1; ) lq C"Id", 5pou,ol PO\lCl,t.., Credit Prior f'oyme"l\ __ . _u,Q.Q.!LJ) 0. - OI"ou"I 6')0.00 IIQ\ ,201 1~I\l..l(, -~ 20 "to. ,Q" q".'" "on lino 10, ..", '" dill,,,",, 0' l;n. 20 !hi." .h. OVERPAYMENt. at' i)'{ Woodlocll ."IJ!'iI1P,~J hmJ10V \-'f\ ltj.12t~ _______....=...Jo.1 .._.... ., d.._...______~'_...__. 11/\ West. 1.\tl,i l\ ;',t I'out .t\\et.;D~.r)-i(::il)\ll'!',t t'11 \'{O' vn/fY. 111/d "l(t\tISotn+ (IJ,1I1 I COMMONWI~NNIYLV'NIA l INNI!"'NCI TA~ mUIN IIlIDINT DICIDINT -- --- ESTATE Of ~auver, MiJ:1ill11 r~. .101"' '..0.'(.1. SCHEDULE F L JOINTLY-OWNED PROPERTY __ _ ~ NUMI.. _ 21"9'1-1017 NAME ADDRESS iilLA TlONSHIP TO DECEDINT A. Robert M. Lauver ~7 Wood loch Sprlngs Hawley, PA 18q28 Son I. Shirley Lauver 531 West Keller Street Mechanicmburg, PA 1'1055 Daughter' C. Jol.,ly..w..d property, ITlM LmER DATE fOR TOTAL VALUE . DICD'S DOLLAR VALUI Of NUMBE JOINT MADE DESCRIPTION Of PROPERTY Of ASSET % INT. DECEDENT'S INTlREST TENANT JOINT -- I. MB putmam US CllJ)vt lnc I'd CL: B q8,237.29 .33 $16,0'71 . q9 3,710.561 shar'os @ 13.00 2 A&B Putman Diversified Inc F'd CL 52.556.26 .33 $17,511.00 :/3. 4,197. 78q shares @ 12.52 3 A CDN 5840396-01, In Trust for 10,700.00 .50 $5.350.00 Robert 4 B CDN 58Q0397-10, In Trust 10,700,00 .50 $5.350.00 for Shirley TOTAL IAllo ..'.r .. Iin. 6, Rocopllulollo.1 S 4Q,29i1,49 (If more space " nuded inf8rt adrliUano/l/lee's of lame size) ';:~ .il........,,,... II FUNERAL t.XPENSES. ADMINISTRATIVE com AND MISCELLANEOUS EXPENSES COMMONWfAUtt 0' PfNNiYIVANIA IMHII".Hel TAIl Uru.H '!lIDINI DICIDINI mArE O. - Lauver, Miriam ~. DESCRIPTION ITEM NUMBER I ---- A. ' Fun.ral bp.nl.l: 1. B. 1. 2. 3. 4. C. 1. 2. 3. 4. 5. 6. 7, 8. Myern runer31 Ilome, Inc., Funeral Service Adminlltratlv. Caltl: Pen anal Representative Commi"ionl Social Security Numb.r of Penonal Representdtl'!lI Vear Commi"ion' paid Allarney Fe.. Snelbaker, ~ll'l!nrleman & :,pare, P.C. i Family Exemption Claimont _ Relation\hip Addre" of Claimant 01 deced.nt'. death Stre'I Addr." City Stale Probate Fe., Register of ~ills Mlle.llan.ous bpen''': Register of W'lls, filing for this return Patriot~News \:0., advertise executor's notice Pl.... Print or Typ. \ AinUM'I. - 2l.~'!'I;.,101'l Zip Code Cumberl(ll\d L,IW Journal, advertise" xeoutor!snotice Greenawalt,~ ':.)mpany t P, C., personal income tax pr'eparation Reserve Bor :' ding 1'(')S, taxes, accQunti.ng, etc. --~~ TOTAL ,AIIO enl.r on i:ne '. ,.,oaIIUioliO'. ",,,'dO(1 '1',"" 'H1cl,iorr.: "'',('(11', -f 'C!""f' '11C, 'I '," ~ . . ,. , AMOUNT 7.528.50 ,I 5,000,00 263,00 I \ 15.00 89.02 60,.00 225.00 1150.00 S \3,030.52 I {- 'I /, .} ,) ,-..- '." :,~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .~.EAU ~: INDIVIDUAL TAM~S IRAIrAHer lAIC DiYISION (l(Pl, "10611 twlMII.UNO, PA I1ltl-a6DI NOTICE OF INHERITANCE TAM A'PRAlSEHENT. ALLOWANCE OR DISAUOWANCF OF DEDUCTIONS AND ASSESSHENT OF TA~ DATI !STATI OF DATI OF DEATH FILE NUMBlR COUNTY ACN 10-76'1998 LAUVER 12-01'1997 21 97-1017 CIJMBERI.AND 101 1:'o,:.:..~~o~~.,~.~,I,i!'i':"=j MAKE CHECK PAYABLE AND REMI. PAYMENT TOI REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiV =iji.."-iX"Ai=p-- iiiF97r "NilTi Ci-"DF-'i:"tiiiiiiifAij"cE- i" AX -iippiiiii siiiE'Nr, - -Ai. LOWANCE-O"1i -" - -. -- - - - - - - - -"- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MIRIAM M FILE NO. 21 97-1017 ACN 101 RICHARD C SNELBAKER ESQ SNELBAKE/l ETAL 44 W MAIN ST MECHANICSBU/lG ~Ii f\.' PA'I'7055 ESTATI OF LAUVER TA~ RETURN WAS I I I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISED VALUE OF RETURN DASED aNI ORIGINAL RETURN 1. R..l E.t.t. ISoh.dul. AI 2. Stooke ond 80nd. (Soh.dul. 81 5. Clo.el, Held stock/P.rtn.r.hi~ Int.r.st (Sohedule C) 4. Mortg.ge./Hot.. Rao.lveble (Sohedule D) S. C..h/8ank Deposita/Hi.o. Parlonel Property ISoh.d~l. EI 6. Jointly OWn.d Prop.rty (Soh.dul. FI 7. Tr~.f.r. (Sohedule GJ 8. Totel b..ta APPROVED DEDUCTIONS AND EXEMPTIONS I 9. Funeral Expen.../AdM, Costs/HIIO, Expense. (Sohedull HI 10. Dobt./Hortg.g. LI.bllltl../LI.nl (Sch.dul. I) 11. Totel DeduoUon. 12. Net V.lu. of T.~ R.turn 15. Ch.rltabl./GoY.r~.nt.l Bequ..t., Hon~.l.ct.d 9113 Trust. l~. Not V.l... of E.tot. Subj.ot to T.x NOTlI ( X) CHANGED SEE c *' 11 )_ (21 (3) I~) IS) (bl 171 .00 56.733.26 .00 .00 111.479.64 54.994.49 ....,.M. (8) IU.II~1 II I"~ 1"-." MIRIAM H (9) 1101 13.630.52 4.399.56 (11) 1121 1131 Il~) DATE 10-26-1998 ATTACHED NOTIC~ NOTE I To in.ur. proper credit to your ~count, .ubMlt tho upp.r portion of thi~ forM with your t.x pay...nt. 223.207.39 lA.n~n 08 205,177 .31 .00 205.177.31 If .n ........nt w.. i..u.d previou.ly, line. 14, lS .nd~or 16, 17 .nd 18 will reflect figure. th.t include the .total of ill r.1:urn. ...ened to dete. ASSESSMENT OF TAXI 15. A.aunt of line l~ .t Spou..l ..t. US I 16. Allaunt of line l~ tox.bl. .t I.in..l/Clo.. A ..t. U6J 17. Allount of Line l~ t.xobl. .t Coll.t.r.l/Cl... 8 r.t. (171 18. Prinoipal T.)( Due TAX CREDITS I PAYHENT DATE 03-02-1998 RECEIPT NUtt8~R AA269803 "-'-OISCOuNT 1+1----1-' INTEREST/PEN PAID (-) .00 · IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (Schedule J) .00 X .00. 205,177 .31 M .06. .00X.15. 118) AHOUNT PAID --'-13-; 000 ~ilo TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. -'-~-------.- TOTAL DUE .00 12.310.64 .00 12.310.64 13.000.00 689.36CR .00 689.36CR ( IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REflECTED AS A "CREOn" (CRI. YOll HAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FDRH FOR INSTRUCTIONS.) , ... RESERYATloth E,tat.. of doc.dant, dvlnll on or before OlIo."''' 12, 19112 -- if IIny futul'. totarQlt 1n thCt e.tat. It transferred In po.....lon Qr enjoy..nt to Cia.,' a (col1atern1l beneflclari.. of the dleedlnt .ft.,. the expiration of any..ta'. for 11f. or for y.ar., the Co..onw..lth h.rabY .~pr8.wlY r...r~.' thCi right to apprals. and ...... tranlfar Inh.rlt~no. 'axI' at the lawful Cl... a (collateral) rate on anY lucll future Int.tl.t. PURPOSE OF NOTICE: 10 fulfill the ,..qulrGa.ntfi of Section 2140 of the Inheritance and Estate 18l< Act, Act 21 of 1995, (7l P.S. SloUon 9140), O.tJaoh the top portion of this Hotice HnC] sublllt "ith your PRy.ant to th9 Re9i&ter of Wins printed on the t.v.r.. ,Ida. --Maka chick or .ona!ll order payable to: REGISTER OF MILLS, AGENT PAYHEN1: OBJECTlONSl Any party In lnter.st not sathfied with the appraisoMent, allowance or di58llowance of deduotions, or asse.."ent of t"~ (Including discount or Interest) as shown on this MotlcR Must object withln $i~ty (60) days of receipt of thls MoU(le by: A refund of a t8)( credit, which ",as not requosted on thR T8)( Return, .ay he reqoos;ted by cOMPleUng an ""ppliclltlon for Refund of Pennsylvania Inheritance and Estatq 18X" (REV~1313)' Applications are avoilable tlt the Dfflce oV the R.gI.ter of Willi, any of the 23 Revenue District Office'. or by oallinll the .peclal 24~hour IlInlwerlng lerviCle nUllber. for forM::! ordering: In Pennsylvania 1~800-362~20S0, outside P9nnsylVania and within 10001 HarriSburg artlll (717) 787-8094, TOO* (7171 772~2?SZ (Hoarlnll IMpaired OnlY>' REFUNP (CR) I ~-~rltt.n protest to the PA D4partMent of Revenu~, Board of APpeals, Dopt. 261021, Harrisburg, PA 17128~1021, OR ~-elllct1on to havII the utter deter.lned at audit of the account of the personal representAtive, OR ~~appeal to the Orphans' Court. ADttIN ISTRAlIVE C~AECTlO!4S: Faotual error5 discovered on thls aSSell"ent .hould bo addrelsed in writing to: PA Depart.ent of Rev.nue, Bur.au of Individual Ta~es, ATTNl Post AsseSSMent ReView UnIt, Dept, 280601, Harrisburg, PA 17128-0601 Phone (717) 1~7-&SOS, See page 5 of the booklet "Instructions for Inheritance Tax Return for a Rasldent Decedent" (REV-ISOl) for an axplanatlon of adelnlstratl~elY c6rrectablo errors. If anY ta~ c:k.le 1& paId withln thr.e (3) caiendJlr .onths attar the deCAdent'1I death, 8 five p.rcent (Sin dhcount of the talC paId 15 allowed. The IS;: ta~ lI.nesty 1l0n-parUc1pathm penalty is co.puted on the totnl of the tax Bnd IntGrest ,us...ed, and not paid baforlt Janui"lry 18, 1996, the first dftY after the end of the tax alln€lsty period, Thls non-partlcipatlon penAltY is appealable in the saM. RHnner and In the thll lall8 t.1110 PQrtod tiS you \lIould IIPP881 the \8)1. and lrjterust that has been ..uenad all indIcated on thh notloe. Interast 11 charqed beginning with first day (',f dellnquency, or nina IrJl .Mths ann one (1) day frail the date of de.th, to the date of paYMent. Taxes which beca.e deUnquent before JanuarY 1, 1982 bear Interest fit the rata of six (6~) peroent per 8n"UM oalculated lit a daily rate of .0001&4. All taxlts ",hich beca.. delinquent on and aftar JanuarY 1, 1982 will benr" interest 8t a rate which wUl vary frolll calondar yeaf to calendar year with that rata announoed by the PA Depart.ent of Revenue. The applicable intere~t rates for lrJ8Z through 1998 erel '!!!!; tnterut Rate DaUy Interest Factor t.!!r Int.rast Rate p,allv Interest fBctor 1982 20% ,OOOS48 1987 9% .000247 1983 16% .000438 198a~1991 11% .000301 1984 11% .000301 }lJ92 9% .DOtll47 1985 13% .000356 1993~1994 7% .000192 1986 10% .000274 1995-1998 9% ,000247 --Interelt hi oftlculated .. folloMS: DISCOUNT I PENALTY I lNTEAESTI INTEREST. BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR ~-AnY Motloe l.sued aft.r the t.~ b8eo..S delinquent ",Ill refl.at An interest ealClulatlon to flft.en (15) daY' beyond the date of the as'."lent. If ~<<lI~.."t 11 .".de after the Int.rost OOlputllt1on date shOMn on the Motioe, addl~lonal interest IIUlt b. oaloUlated, / S-~,'){J.I r c:;; COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATOMENT OF ACCOUNT * JUWEAU Of INDIVIDUAL TAMES IIHRt1ANCt: TAM DIVISIOM IlEPT. '....I HARRISSUMO. PA 171'1-0601 IU.,ni II"" UI.m DATE 11-23-1998 ESTAT! OF LAUVER MIRIAM M DATE OF DEATH 12-01-1997 F~LE NUNBER 21 97-1017 CdUNTV CUMBERLAND ACN 101 Ct R.llitt~~ ] MAKE CHECK PAVABLE AND REMIT PAVMENT TOI RICHARD C SNELBAKER ESQ SNELBAKER ETAL 44 W MAIN ST MECHANICSBURa PA 11055 1-') ." (iLl REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 11013 HOTE. To insure proper oredit to your .ocount, .uo-It tns upper portion of thl. for. Mith your t.. P.yoont. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiiv:U,iij-iiCAj:ji-('03-:97Y------iiiiii-iNHERiTANCi-fAiCsi'iifi.i4ENf-O,;-Acciiijiif--.-Iiii--------------------- ESTATE OF LAUVER MIRIAM M FILE NO.21 91-1011 ACN 101 DATE 11-23-1998 THIS STATE"ENT IS rROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IH THE HA"ED ESTATE. SHOMM 8ELOW IS A SUMMARV OF THE rRINCIrAL TAX DUE, ArPLICATION OF ALL PAV"EHTS, THE CURREHT 8ALANCE, AND, IF APrLICA8LE, 6-PROJECTED I"TEREST FIeuRE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 10-19-1998 PRINCIPAL TAX DUEI...p.p 12,310.64 PAVMENTS (TAX CREDITS). AMOUNT PAID PAVMENT DATE 03-02-1998 11-06-1998 RECEIPT NUMBER AA269803 REFUND DISCOUNT (t) INTEREST/PEN PAID (-) .00 .00 13,000.00 689.36- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 12,310.64 .00 .00 .00 . IF rAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAH '1, MO PAV"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, VDU IIAV IE DUE A RefUND. SEE REVERSE SIDE OF THIS FORl1 FOR INSTRUCTIONS. I P~VII!MTI DttltOtt the top partAM of thh NoUel Mld __it Mlth you.r paYMf1t ... p.~_l. to tn. ,-- .-td IIddr..' printed on the ra"er.. ,Ide. If RESIDENT DECEDENT "'e cheCl4< or ItOMY orlM,. plY_I' tal REGISTER OF WILLS, AGENT. If MON~RESIDl!NT DECEDENT ,ak_ check or IIOMtY arcktr Plylible tOI CotltONWEAL TH Of PE...SYLVANIA. .,UMD (CA)1 A refund of . t'l( ordlt, which .... not r.que.t~ on the hI( Aaturn, MY be r-.ue.t~ by GOIIpl.Une ~ "AppUHUon for R,fla1d of Pennlylvenil InherJtMM:I Mld E.t.t, "x" (REY~15I.3). Application. .r-, 1....IU8bl, It the OfflCfl of the A..htar of "Uh, MY of the 23 Revenue Dhtr!ot offic.. or frOll the Dep.rt.wlt', Z4~hoUr en....rlng ..,.vI08 ~r' for fora. orcMrlng\ In Pennsylvania 1~aOO-J62-20SD, outside PennnlviIIlla IInd IdtM" 10011 H.rrilburg arl" (111) 187-1094, TOOt (,fill 112-Zl52 (....rlng IllPllrMt onlY), RfPLV TOI Ql....Uon. r~rdlng .trOrlS f'lonta.toed on thh notice thoold be .ctdr....d to: PA ~.rtHnt of R,venue, lurlUlU of Indlv."1 T.x." ATlHl POlt A....._nt R.vl.w Unit, Dept. 2e0601, HarrbbUrfl, PA 17128-0601, phone (117) 717-6515. DISCOUNT I If 8nY tax due 1. paid within thr.. I!) cal.nd.r MOnths after the decedent's death, e five parcent (5Xl di.count of the tax p.id 1. allowed. PENAL TV I ,t. 15X tax ...-.ty non-participation p.nalty b cDIIPu't:.d on tha total of the hx ftnd int.ra.t ......ed, Met not paid btlfo,.a January 18, 1996. the fir.t day attar the WId of thCl tax ..nub ~riocl. IMTEREST I Int.r.st b chalrgad beginning with fir,.t d.y of del1nq~ncY, or nlnCl (9) .onths end 0flQ (1) day frOll the data of dMth, to the dah of pa!ll_nt. Texa. which btlclMlCl delinquent before JlmUary 1, 1982 be.r Int.r.lt at thli rat. of .lx (6Xl percent per ~ calculated at . dally r.t. of .000164. All tax.. which bec"C1 de1inqyent on .nd aftar JWlU8iry I, 1.82 .,111 bear Int.r..t at . rat. which wUl vary frOll cal.ndar y..r to o.l.ndar ye.r with thllt rllt_ ~ad by the PA Depart_nt of R.v.nua. The appliCable Inter..t rate. for 198Z through 1998 .ta: V..r Inter..t R.'. Dally lnt.ra.t Factor V.ar Interut Rate Dally Int.r8Mt Factor 1912 20% .OOn548 19&7 9% .000247 1..3 16}: .00008 1988~1991 111: .DOnOI 1914 11i( .000301 1992 9% .000247 191' 13X . oaO!56 1,"3-1994 7i: .000191 1916 IUi( .000274 1995-1'98 91: .000247 -"Intar..t I. calculated a. follmfll INTEREST ~ BALANCE OF TAX UNP~ID X NUHBER OF D~YS DELINqUENT X DAILY INTEREST FACTOR ....Any Matic. i.sued afta,. the tex bac~. delinquent will rafl.ct en Int.,...t c.lcul.tlon to fifteen (IS) day. beYond the dete of the ........nt. If p.YlHlnt Is Ndll efter the Int.r..t coaputaUon date shown lA1 the MoUce, additional Intar.st ...t bel a.loul.t.d.