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Home My WebLink About80-00771 (.,::,'1/; ~. If? ~~f,'. ,,,,,'1..,, ~!:-~:,;.:~ -:~ ~. ~:::i ~~ti;:rC':' .lP,lt;" " '?i::!~',": :~,~f:~,~~ ~':\~. '.", r;' .',-, :, ,',"'.' , ,:. ,- .' :'.;' '. , , ~"-'\,'< ..... "?: , ,.(./: ,"->' ,.,: .0: P. P. 1-1 ::r: Eo IX: H .0: ::r: ~ ""'.. '..:...:J ''If"I' ~. .' I"" ::r: '" o 00 . - N a "..,,' . o Z ~ -; - 4ft LIJ '\\'!. '" No. 21-80 '771 PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY / In the Estate of MARTHA ANN HA IR . deceased, To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Petltloner(s) Is (are) the execut ors named In the Last Will and Testament of Martha Ann Hair dated August 12, 1971 Decedent was a citizen of the United States and a resident of M~aalesex Townsh~p Township (Borough), Cumberland County, Commonwealth of Pennsylvania. Decedent died on ~unday the 12th dayof October A.D.19~,lnthe County of Cumherland ,State of pennsylva1AHhe age of ~ years. Decedent has (tI<Is/rl~) been married and Mf/(has not) had children born to/:l!m (her) since the ex. ecutlon of the above described Will. Decedent was possessed of personal property to the value of Unestimated Unes t ima ted and of real estate to the value of as near as can be ascertained; said real estate situated as follows Middlesex Towns~ip, Cumberland County, Pennsylvania, Therefore, your petltloner(s) respectfully apply(les) for the probate of the said Last Will and Testa. ment and for Letters Testamentary theron. Dated --Dp,,",'mhp.,. 5 , 1 QRO ~ N'':;~:.;.:o::~~~1:~r",~~ 608 Devonshire Drive, Carlisle, Pa. G,;,}) e #M/ Paul E. Hair 6 Mill Road, Carlisle, Pa. COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND , ss Frank L. Hair and Paul E. Hair named in above application, being duly sworn according to law say(s) that the statements set forth in this petition are true to the best of tl,eir knowledge and belief. _Sw.o,rn_. and subscribed before ;:::; ~ // /' ~m.._ _De".m", S ,,80 ~_..i /" ~NI .~ _ tt&Uj_{L/~<d/Z~ . vM-c21 c<Y/L f V~~gister - /.p~o Filed: December 10 , 1980 Attorney Henry L. Stuart t::: ~ '.... .. ,,:C.': I,..."" I';}. ..t.:::. ~;~':':..., .r........ '."11..''"'.' "'fl.-, ~~<..~ i0' ' tV" I~~({ ;~~::'!', ' ..',.,',.,.,. );~r;,:~,r .\.....:. ~",: : ~.i".',,' ~l" . ~;i\ t?;.~~;: .' " <If',.', 'I~:~,..'.,.,:,:: ',:' \r~;.'.''''; .';.;',,' ; 'i;r:~:':~,-' ". !J<,"' ~~: : L t.<" 't~"'" <i-::,j.;' ~"'" '~~.:' t;".I"I,"": ~(, ~'; . '~"''',.' '.&.;>:. f'l ..~,-::~ "~; ,.' . ~-:~i;~.~ ~~i.' H Z ~ ~ CJl I>: ~ H H ~ ....1 ~ ....1 ~ Z H -0: 0 Z :> ::l -0: ~ H ::< H CJl ~ ::l l- ll: t!! (,~ w 0 ~j E ~ lJ) " . < . w Q, . ~ ~ '. .J z z, ~, > g ~ U) ll: ~ ,J Z ( · a: III "<(, , u I . :Z-.....:,~ - ~' --::. .,~ , -" .... ~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ss: COUNTY OF CUMBERLAND Before me, the Rcgister for the Probatc of Wills and granting of Lcllcrs of Administration in and for the County of Cumberland, pcrsonally camc Frank L. Hair and paul E. Hair who, being duly sworn ,do deposc and say that as Executors Martha Ann Ha ir deceased of the last Wili a.. d Tcstament of they 'will wcll and truly administer thc goods and chattels, rights and crcdits of said dcceased according to law. And also will diligently comply with thc provisions of thc law rclating to TransferJnh .r!nces. Sworn and subscr' ed beforc me. <-/u December 5 . A.D., 19~ . '--";-l"'?-;r(- A I -J c::Jn 7/1-/;/ (~. ;;-U~ ~ f/ RI~' l_. :..; 0: :51 ca; :tIl :~ ~f :Cll :0 LL. ,~: ~: 0): H: *'1 0 .1;; ~~ -rl ....: -.J ~: g 0: r'>> z; f'" -.J ~1 !Xl r-l! - ,~: - 01 " - .~ u: ::r:: ::: S ~l E-i: Ql: = [,J; 01 (';; .~ ~i ." r--: Q Cll OQ ." \0 : 0 ... U): I Z 0 - " =lr.: N oS ~ ~ 11 ~ ." - ci = tIl .~ Z i:<l tIl p.., ~ Be it rcmembcrcd that on the lOth DECREE December 80 ,A.D.,19_, therc was probated and day of recorded the last Will and Tcstamcnt of Martha Ann Ha ir latc of Middlesex Township , Cumberland County, Pcnnsylvania, Frank L. Hair and Paul E.Hair Dcccased. LCllcrsTestamentary wcrc grantcd to Witncss my hand and official scal thc day and ycar aforesaid. ~ r-,'q .. ")::"'-' q;1;;4l~ (!, '-'" t9hu..wJ Rcgi;;tcr' ,. ftCC:3~4'" APPLICATION FOR CHARITABLE EXEMPTION FROM PENNSYLVANIA TRANSFER INHERITANCE TAX (Act of Moy 28, 1956. P.L. 1757, ond Acl 01 June 15. 1961, P.L. 373, 05 amended) . COMMONWEAL TH OF PENNSYLVAtllA OEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS Application is heraby filed lor the approval of an exemption from Penn~ylYanio Transfer Inheritance Tax on the transfer of the property described below: 1. Bureau File ~ .-2~80.~I7~- t October 12, 1980 :: ::t::: :::::v~-~~~-i~:{: ---- 4. Name of Deceden t 5. The Commonwealth's appraised value of the property for which an exemption is claimed is S 10,000.00 (Note: Where the property is other than a specified amount of cash, tho exemption cannot be approved until the yalue of the property has been established by appraisal by the Commonwealth, except in those cases whe,e the amount of the gift or bequest represents a stated fractional or percentage portion of the entire estate or the entire residue. In those casos enter such fractional or percentago amount abovo). 6. Check the manner in which the transfer was effected and submit a copy of the document authoriz.ing the transfer, unless such material has been proYiously filed. WILL 0; DEED 0; TRUST INDENTURE 0; SURVIVORSHIP 0; attached to will. OTHER 12; , (If ather, explain) See attached statement 7. Correct Business Name and Address of Charitable Organiz.ation receiving property: NAME Trinitv United Methodist Church ADDRESS New R'ing!':town, 'PSI. o See listing on reverse side for additional charitable organizations covered. 8. I certify that the information contained herein is, to the best of my knowledge and belief, true and carrect. / /. /? /L~ v--/-C Signature of Applicant / ~ c- (Hehry L. Stuart) Attorney for the Estate Official Title Carlisle. Pa. ,!~ July l,;, , 17013 Addre.. of Applicant 3 ~nl1t-h HllllOYSr Street. 1981 Date Thl. form must be completed In triplicate and all three caples delivered to the Register of Will. for the County In which tho decedent rulded, or In which letters were luuod for 0 non_tosldtmf decedent's estate. If the decedont was 0 non_resident of Pennsylvania and lotten were not luued by a Pennsylvania Roglster of Will., deliver all three copies to tho Director, Bureau of County Collection., Penna. Department of Revenue, 26 s. 4th Stroet, Harrisburg. Po. Do not write below this line. For Official Us. ani APPROVED: Far the Secretary of Revenue REFERRED to Bureau Haadquarters Approved 0 For Secretary of Revenue Denied' 0 a:;i ture of Reg stel of Wills) 'A?1/H'./I~ 9z (County) , )/} /91'/ ~te of A;,proval) (Initials of Register of Wills) (Authorized Signature) (County) (Title) (Date of Referral) (Date of Action) .. See reyerse side for reasons MUST BE FILED IN TRIP~IC^TF REV-449 EX. (3.80) COMMONWEAL TN OF PENNSYLVAI<IA DEPARTMENT OF REVENUE TRANSFER INNERITANCE TAX RESIDENT OECEDENT * AFFIDAVIT OF FIDUCIARY (Instructions on Reverse Side) /Estote of Hartha Ann Hair Lost Address 240 Sha<!y Lane Carlisle, Pa. October 12, 1980 17013 Dote of Deoth Sociol Security No. 201-30-8017. Bureou File No. 21-80-771 (CITYI ISTA TEl (llPI County File No. 21-80-771 1. Decedent died: ( ) Intestote (without 0 will) ,/ (Xl Testate (leaving 0 lost will--copy attached) 2. Is the filing of 0 Federal Estata Tax Return required for this estate? Yes~ No ( ) Administratorl Administratrix Hair and Paul E. Hair 3. ( Xj ExecutarlExecutrix Frank L. Nome Address 608 Devonshire Drive Carlisle Pa. 17013 (CITY) (STATEI (ZIPI 4. All correspondence should be moiled to (X) Attorney ( Fiduciary. 5. If on al!orney is representing the estote, indicate: Henry L. Stuart Nome Address 3 South Hanover Street Carlisle, (CITY) 17013 Pa. (STATE) (ZIP) List 011 safe deposit boxes registered in the decedent's individual nomehor jointly with, or os on agent or deputy of onother, or in decedent's individual nome with right of occess by anot er os agent or deputy. Include the nome and address of the bonk or other instituti~n where the sofe deposit box is locoted, the name (s) in which the box is registered and the relationship of the joint holders to the decedent. NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH OECEDENT MAINTAINED A SAFE DEPOSIT BOX NAME OR NAMES IN WHICH SAFE npOSIT BOX IS REGISTERED RELATIONSHIP OF JOINT HOLOERS TO DECEDENT None Under penDlties of perjury, I declare that I have examined! this return, ineludin accompanying schedules and statements, and to the best of my knowledge and . It is tru , ~t 0 d omplete. V /). l (' , fl..Rrc;; Ifn OATE SIGNATURE aF FIDUCIARY PENNSYLVANIA INHERITANCE TAX GENERAL INFORMATION 1. PERSONS RESPONSIBLE FOR RETURN Section 701,pf the Inheritance and Estale Tax Act of 1961 provides th"! the following persons shall prepare and file a return: r), ", < <, , ,'~ '; , ' " ,'.., " " . ,.'" a, The personal,representative'of the estate of the decedent ns to property ollhe decedent .1dlBinisterel1 by hi In and such additional property which is or may be subject 10 Inherit,ll1ce Tnx of which he/she shall have or acquire knowledge; "'-.r'.. :' '. .r ' , b. The transferee of prop~rly: u'pqn the transfer of which Inheritance Tnx is or mny be imposed by the 1961 Statute, including a trustee of property transferred in trust, provided that no separah) return need be made by the transferee of property included in the return of a personal representative. 2. PLACE FOR FILING The return is to be filed in duplicate with the Register of Wills of the cuunty wherein the decedent resided. 3. TIME FOR FILING The return is due nine monUls after the decedent's death, unless an extension for filing has been applied for and ): granted by the Secrelary of Revenue wilhin Ule nine-month period. ..' !', ' 4. FAILURE TO FILE RETURN '0 :'i ~ "', (, t~ . , ' . (,,1(; Section 791 of the 1961 Statute provides thai" . . .any person who willfully fails to file a relurn,o[ 9lher report required of him. . .shall be personally liable, . .to apen'ally of 25% of lIie 'tax ultimately found to be'due or $1,000 whichever is the lesser to be recovered by the Departmenl of Revenue as debts of like amount are recoverable by law." X 5. TAX RATES inheritance Tax is payable al the rate of 6% on Iransfers to lineal descendants, such as fatber, mother; husband, wife, son, daughler, grandchildren, grandparent, son-in-law and daughter-in-law and at the rate of 15% as to all others. 6. PAYMENTOFTAX t'. ; . \': ", "I;,': The tax assessed on the Iransfer of property reported iri'the return is due 9 Ir.onlfls after the de'c~dehl's'death. Interest at the rate of 6% per annum accrues thereafter until payment is made. All payments received are first applied to any interest which may be due with any remainder applied 10 the tax, iF TAX IS PAID WITHiN 3 MONTHS AFTER THE DECEDENT'S DEATH, A DISCOUNT OF 5% OF THE TAX PAYMENT is ALLOY/ED. All checks should be made payable to the Register of Wills of the county wherein the decedent resided and are received subject to Ihe final determinalion of the Department of Revenue. 7. FAILURE TO PAY The taxes imposed, together with any interest thereon, are a lien upon real property, which lien remains in effect until the taxes and interest have been paid in full. The taxes lIIay be sued for against any real property in the decedenl's estate or against any property belonging to a transferee liable for the tax. 8. FILlNGOF FALSE RETURN Any person who willfully makes a false return or report required of him shall, In accordance with Section 793 of the 1961 Stalule, be guilty of a misdemeanor and, on conviction thereof, shall be sentenced to pay a fine not exceeding $1,000 or undergo imprisonment not exceeding one year or both. 'f ~ r~ I' '. I ,', JI':, .... j"cr'. :.1'.," i ,- . ~ ! I . .,' (, ~ ~ (: i, ..1 '. , . ,'. . i ~~ ""(' r ~ . I.: '.t', ,t' 'J 'J '~..r '.:. ?: " . ~ ,'., ' '. l ;( 'j" "'- 'l " , .' ni ~:1 V' '.'11'!: f: ",'.'1 '-:J' '" " , " 'i' , \ "':f~.:" t ':".,~.'( "'-'f'.; ~ ;~~.. ; V :~r~ J' c :._\ ., '.. I :. , l' ~ t.:C:: lJ ~~ -jT";; ':')' .. I :""'1'"1'" )(, " 1:-, ~. ri' :. )~): ).~" : r, (.. ", , , " ':,',;.', 1 : ~ : ': '., r , INSTRUCTIONS FOR COMPLETING"StHEDUI:..~d'A"": " ' . \~) : . ~ I f j ,) '.) \, . I! ';r:c ( ;) ....j" ,.... ~ . _I. .' i '. (1': \.... .\ ,~,\:) ,pJ.....!'J l ';:".~:f-" . ..... c' . Schellu te1~~A': should include o. detoiled ..de~~ri plion. of all"~eal)prpllerty\located"jn P.enn'sy.lvania and held salely by the decedent or held jaintly with another individual (s) as tenants in common. List the decedent's percentage al ownership and the estimated market value 01 the decedent's interest, (Praperty held as joint tenants with the right 01 survivarship or tenants by entireties should be reported on Schedule "E".) .' All real estate lacated in Pennsylvania should be described by lat and black number, street address, number 01 acres and general description 01 land and buildings. Also, include the book and page number in which the deed is recorded and the exact title as indicated an the deed. If the praperly has been sold, attach a copy 01 the settlement sheet. If the property is subject to a martgage encumbrance, include the name af the mortgagee, date, rate 01 interest and the outstanding balance on the date of death nnd attach 0 statement from the mortgagor verifying the outstanding balance. Property taxes and interest on mortgages as 01 the date of death, assessments and other encumbrances should be listed on Schedule "F". Do not deduct them on Schedule "A", I!' ~'~().: 'I' ., REV-4B2 EX+ 11-10) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "e" TRANSFERS Estate of Martha Ann Hair INSTRUCTIONS: 1. Answer t:le questions on reverse side. 2. If the answer to any of the questions on the reverse side is "Yes," provide a description of the property transferred per Schedules "A," "B," or "E," its estimated market value at date of death, dates oflransfer, to l'Alom Iransferred and relationship of transferres to decedent. Attach a copy of any trust, deed, or instrumenl relating to the transferred property. ITEM t) ~ - DESCRIPTION ESTIMATED DEPT. VALUATION NO. MARKET VALUE [OFFICIAL USE ONL YI None p' .- -.... c , , ..-..- TOT AL 0.00 - 0 - ~ . . 1" " 416 II additional space IS necessary, use BY2 x 11 sheets. QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, wilhin two years of death, make any transfer of any material part of his estale without receiving valuable and adeQuate consideration? (Answer "Yes" or "No".) No ' ',. ,..., '. , ' 2. Did decedent, wilhin two years of death, transfer property from himself/ herself to himseli/herseif ao'd an~ther party or parties (including a spouse) in joinl ownership? (Answer "Yes" or "No".) -1i!> 3. If Ihe answer to one or two above is "Yes" and the transfers are claimed to be nontaxable, provide the following informalion: a. Age of decedent at lime of transfer. -- b. Copy of death certi fi cate. c, Affidavil by \he aIlending physician indicating the slate of decedent's health at time of transfer, d. All o\her information supporting nonlaxability of Iransfer. 4. Did decedent, in his/her Iifelime, make any transfer of property withoul receiving a valuable or adeQuate consideration therefor which was to take effect in possession or enjoyment at or after hisiher dealh? (Answer "Ves" or "No".)No a. Was there any possibility Ihat Ihe property transferred might return to transferor or hisiher estate or be subject to his/her power of disposition? (Answer "Yes" or "No".) --- b. What was the transferee's age at time of decedent's death? 5. Did decedent in his/her lifetime make any transfer without receiving a valuable and adeQuate consideration therefor under which transferor expressly or impliedly reserves for his/her life or any period which does in fact end before his/her d~\h: N a. The possession or enjoyment of or \he right to income from the property transferred? (Answer "Yes" or "No".) ~ b. The right to designate the ~rsons who shall possess or enjoy \he property transferred or income \herefrom? (Answer "Yes" or "No".) , 0 6. If the answer to five b. above is "Yes," was the right reserved in decedent alone ( ) or decedent and others ( ), 7. Did decedent in his/her lifetime make a transfer, the consideration for which was transferee's promise to pay income to or for the benefit or care of Iransferor? (Answer "Yes" or "No".) No 8. Did decedent, at any time, transfer property, \he bmeficial enjoyment of which was subject 10 change, because of a reserved power to alter, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) No 9. If the answer to eight above is "Yes," was the power to aller, amend or revoke the inlerest of the benellciary reserved in the decedent alone ( ) or decedent and others (). ---- REV-453 EX+ (10.S0) COMMONWEALTH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIOENT OECEOENT SCHEDULE "0" BENEFICIARIES (Instructions 0" Reverse Side) Estate of Martha Ann Hair BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED DECEDENT DATE OF BIRTH INTEREST OF BENEFICIARY ir R. D. #9, on es Clarence C. Hair Son Yes 1/6th of Estate R. D. Mechanicsbur , Pa. 17055 Frank L. Hair Son yes 1/6th of Estate Devonshire Drive , . Paul E. Hair Son Yes 16th of Estate pa 17013 Daughter es 16th of Estate 68 E. Penn Street carlisle, Pa. 1/013 v:ii.et M. McCoy Daughter yes 1/6th of Estate y ne The above beneficiaries were living at the time of the decedent's death except for the following: NAME DATE OF DEATH None If additional space is necessary, use 8%" x 11" sheets. INSTRUCTIONS FOR COMPLETING SCHEDULE "E" Schedule "E" must include all property, real and personal, owned by the decedent jointly with another partY or parties as joint tenants with right of survivorship, Both tangible and intangible propertY are to be included, List real estate first. " ,,' ", . ' 1, Describe all real property as indicated in the instructions for Schedule" A," Describe all personal property as indicated in the instructions for Schedule "B." Include the name, address and relationship to the decedent of the co.owner{s] and the date the joint ownership was established. 2. Indicate the total market value of the jointly owned property. , ' 3, Indicate the percentage of the decedent's interest. 4. Indicate the market value of the decedent's interest. t"' 'tl " 8 E; rrt > :lE i Z > 0 Vl Z " Z - I C) n c: " ...; ::: t"' , rrt rrt ;;<: Z ~ 0 9 !'" I :xl - Z Z t'1 ...; rrt Z i 9 ...; -< t'1 - I 9 Vl Vl \ z 0 Vl 0 ...; 9 'T1 1 'T1 :xl I ~ I - \ 0 to Z 0' I I.JJ: . co (..):- - \ 1:;:; .' -, I ll_l. , 0' ' r-- 0.' ~ i or,- I , . I wt.! 01- ~~~~ I 0::'" - i 0(3 Uw c.::':-: -< -< ~o:: - l...'; rrt t'1 50 -J' > ~ w :xl \ \','1 REV.518 FO (7.801 . COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF FIELO OPERATIONS NOTICE OF FILING OF APPRAISEMENT Mr. Frank L. Hair 608 Devonshire Drive Carlisle, PA 17013 Mr. Paul E. Hair 6 Mill Road Carlisle, PA 17013 RE: Estate of County of File No. M:::l'r,t.hR Ann J.l'R;'" Ctlmher'J~nd ?1-RO_0771 Dear Messrs. Hair: You are hereby notified that the original appraisement in the estate of M~rth~ Ann Hair has heen filed in the office of the Register of Wills of C"11ll011rl;u:lQ County an AllgJl"t 14 , 19 ill... Said appraisement reflects the fallowing valuations: ,Real Estate 1RR,C;00 00 Personal Property ''',5:31 S5 Jo in tl y Owned NonQ Transfers Nonp Total ::>01 ,O~1 ~t:; As to such tax that is paid within three months from date of death, a five (5%) percent discount is allowable. As to any tax that remains unpaid alter nine (9) months (filteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive; and twelve months when death occurred prior to December 22, 1965) from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by this notice may object thereto within sixty days alter receipt of said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S. 2485-1001, P.L. 373. Date Allf:J,,,t 14, 1QR1 Si gned ~~ r.hipf' Ilpp"'Ri~P1"" Title NOTE: This is not a bill. ~ ~ ~ ~ z ~ ~ 0 >- ~ '" ;J ...1 < - u z - 0 "" "" ~ 0 ~ Cl: "" "" 0 I- 0 '" 0 z 0 '" 0 - ~ Vl >- I- Z ~ ~ I- ~ Z Z ...1 0 - 0 Cl: z ::.: ~ ...1 Z ~ Z I- 0 ::::> u I.:) ~ - ~ Vl ~ 0 0 < z ::: - ~ U 0 '" ...1 REV.455 (l.80) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "F" STATEMENT OF DEBTS AND DEDUCTIONS .' Estate of MARTHA ANN HAIR Date of Dealh October 12, 1980 WHEN CLAIMING THE FAMILY EXEMPTION, COMPLETE THE FOLLOWING: File No, 21-80-771 Claimant Claimant's Address ITEM NO. DATE NAME OF PA VEE /Re ister of Wills Evenin Sentinel Cumberland Law Journal Ewin Brothers Funeral Home e1vin Spahr Public sale expenses Settlement cat:s James McCoy i11ich Insurance Agency PP&L Paul E. Hair Paul E. Hair e ister of Wills enry L. Stuart Relationship to Decedent REMARKS AMOUNT Letters Adv letters Adv letters - Funeral bill Appraiser's fee Auctioneers & clerks Advert~s~ng sa e Rental, trash removal, etc. Realty transfer tax Realtor's commissions Real estate taxes Fire insurance Electric bill Reim. for custodial care Reim. for sewer connection Filing Appr & Deductions Filing Account & D~str~ tJ..on Withhed for settling estate Notar fees Attorney commissions 58.00 18.00 18.00 2 711.60 175.0~ 814.58 97.13 1,885.00 11 310.00 698.56 875.00 91.16 1,800.00 791.00 6.00 50.00 12.00 9,031.00 TOTAL THIS PAGE 30 77? 89 I hereby certify that to the best of my knowledge and belief the foregoing is a just and true statement of debts, funeral expenses and expenses of administration submitted to the estate s deductions for Inheritance Tax R rposes. 't ' 1981 DATE SI ATUR OF- TTORI\lEY/FIDUCIARY OFFICIAL USE ONL V DEBTS AND DEDUCTIONS ARE ALLOWED IN THE SUM OF S 30 7'/;1. 7'1 AT " t:, PERCENT. ~ ff-r2~ff DATE GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by the decedent prior to his/her death are deductible against his/her taxable estate. In addition to debts incurred by the decedent or estate, other items are claimable including the cost of administration, att~~n,ey, fe.e~" fiduciary fees, funl(\al ard ~urial expense~ including the cost of a burial lot, ,tombstone,orgraye marker. All debts being claimed against an estate are subject to the approval of the Register of Wills with whom the Inheritance Tax Return is filed, Evidence to support the decedent's or the estate's liability for the debts being claimed should be attached to this schedule. A family exemption of $2,000 may be claimed by a spouse of a decedent who died domiciled in Pennsylvania. If there is no spouse, or if the spouse has forfeited his/her rights, then any child of the decedent who is a member of the same household can claim the exemption, In the event there is no such spouse or child. the exemption can be ()~l~i~~d by a parent or parents who are members 0.1 the s,ame household as the ~ecedent; ':' )'j', '" (;(1.:'. I. n;', ,(:1 O~l. , ,.1. " , c.' ....! 00 .\.J " -: ;'\1. ;', "C ~:;:', no,,: ,. j \: ',~ " nn 'J'.)" L L<Il'C n~) II 1',' .'.... . C ",," f' ,., \Ie ,',I,.:U on " " , ,') i).i: I.'.) : 110 nn~r '_c'- l.... ~ .. (V) i:'.!'~: O(J no iJ lLll;": 0.... 00 o::c.') (':.oi::j -~c.> w"" (1:) , '" rk'" 0'] ~ '. 1. 0'1. I' r \~ (: ".., , , t.' '.... v ~ o "l "l - C"l - ;l> I:'" c: <Il rrl o Z I:'" -< ~ . ~ '.I . r.: : I ,":. t (j .~: 1. If the family exemption is being claimed, indicate the claimant's name, address and his/her relationship to the decedent, Enter "family exemption" in the remarks column and the amount claimed in the amount column. 2. i ,Assign consecutive numbers to each item,Iisted. 3.- Ente'r the date on which each debt was incurred and/or paid, 4, Enter the names of each payee. 5. Provide a brief explanation in the remarks column for each debt claimed. 6. Enter the amount of each debt being claimed. 7. The form must be signed by the person who has assumed the responsibility for paying the debts, " .. ,. 'f . ..1.' 11' I"" I ~ ,~ ." tt,,'j': .',) '. Co, ", .r . ~ " Z: ~ I....' ~ - 3:''''' I:: o. _ 0 . Z . - <Il <-l :>:l '_~ 1'>', <-l o Z 1 ~( ;! \ .. "z "tTl. Z o " "" 0 ('\ ;l> t:1 ;l> JO 0 ;~ ,0 r:CJ). C') ('\ c: 't;l ~ rrl .'~'I - Z ;:0 Z t:1 <-l t:1 <-l 0, '"'? 0( <Il t:1 ,. 'z 0 <Il 0 ,0 "rl .." , " [< " ," ,'I;" i: i~V .'1 J't: ". ,J ....., " ~ t ~~ :...!,\'. 'j 'f( ):J ~: " I 9' , I '1 ( ;: T , " ' ~ ; ',','\"; " , , ' 'J,) : .[ i.r";' ,;.~ r: ~~O~ " I . U :;:0 r- .t-., :' ~o::=.l" I .~- "-_J, ' :: o~(". =J. I W rC,l'j!:::~, _ fS~ ~ <:~ \-'~' , .'f.)' ",", Cl. I '.;, ,I' r 0(, rrl' , ;:: "g; \ , ,0( 'rrl , t .;l>.. ':>:l \ f;" ," j :~ . C I'; ; ,; '. " "J. , .. ' I; : 'j , C 1', ,,' '. "I. I",',; j"' " INSTRUCTIONS FOR COMPLETING SCHEDULE "F" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF EXAMINATION OFFICIAL NOTICE OF INHERITANCE TAX ASSESSMENT '* COUNTY FilE NO: ;,'j. /;) - ?/ / DATE TO: ./~'/ ....,:.-..t.c' /1 ".,." -I ./ /' v r" ,/ ,"A ,(" , 1 '1'" J) ,/(1./_"'.,<, ,- ..._v ,.,. ~, ..... /.. \ ,;: 1"'/ ",' I:, ) ,,-r- /r .....:7 ..< c/ ,L.K',i /,.. ,,' LV,/ ,(",','.f:.-{. ,.) ;' I !d If .t(.~ i ,-:;-;~ ". /11" / -q , v _ ESTATE FILE NO, .>// - ;',:/.) - "F) I COUNn' " ':( /, , ;/ /,.,. J l~ "I "',!..- / . " DATE OF DEATH i ;/ ,_p;" I) 1.:1 .It/',5'a , Appraised Value of Estate: Real Estate Personal Property $ /.,';':';/ ~ j-, ~1; I + /'i ".1>1/ 1 ,,-(., ,- .- ~~ Jointly Held PropertylTranslers + Total Gross Estate , - S 'II 1,/,1 /" I, ..;,r;1. ,.:,.~... '..,-' Cleer Value 01 Estate .;;0 '/'/'/7'1 I S /')d .;!~,-::l;!:, r; I Total Approved Oeductions Less: Approved Charitable Exemptions /() ,If) c) ,;.,.{) , Clear Value of Estate Subject to Tax $j'(,:tJ .;('~;3. ft:. (/- Amount Taxable @ 6% Rate $ /t:; Ii .;~) '.-'~. '1. t; (~, tax due S l' &. /'!;-:..7 I / Amount Taxable @ 15% Rate tax due TOTAL PENNSYLVANIA INHERITANCE TAX DUE S 11", /2-:,:11 " * * '* * '* '* A five percent discount totaling $ will be granted if the Inheritance Tax is paid by Less Credits: DATE OF PAYMENT AMOUNT PAID DISCOUNT INTEREST TAX CREDIT S + S $ = $ + = + = Interest accrues at the rate of six (6) percent per annum on the unpaid balance of Inheritance Tax from to date of payment. Interest due if paid by BALANCE OF PENNSYLVANIA INHERITANCE TAX DUE s! f:-' / /,":,/1 I j , ,;.-".(_ . ,I '{~"I' /.':- / ~ /1 -'/ ,.;/ ..,{I,l) _.'""- / /'. v<..,.) y'II. ..1/:,..;.. -- ,.:' ~'I /,,' / - /Assessedby: .... / /j ..:: . (.., .;r,.-,. A./'~ See Information on Reverse Side Agen1forth comm;}fM'elllh .., / is ,- ',; ~,I ~ INFORMATION To insure proper credit to your Decou nt, tho nome of tho ostate and tile number should be c1unrly print- ed on the check or money order. This assessment is made in accordance with Seclion 708 of tho Inheritance nnd Estate Tax Act of 1961 (72 P.S. ~ 2465.706), To the extent that inheritance tax is p ,;1 within three (3) months after tho death of tho decedent. a discount of five (5) percent is ellowed (72 P.S. ~ 2485.716), Inheritance T8x, other than tax on a future interest. is duo at tho dato of the decedent's death and becomes delinquent al the expiration of nine 191 months after the decedent's death (72 P.S. ~ 2485-711). Inheritance Tax on a future interest is payable within three (3) months after the transfer takes effect in possession and enjoyment and is delinquent thereafter (72 P.S, S 2485-712), Calculate interest from the delinquent date shown on the face of this form to the date of actual payment using the following interest table: --------------------- ---------- --- - --- --------- - - - -- - --- -------- -- -- - - - -- -- 1 month .005 4 months ,020 7 months ,035 10 months .050 2 months .010 5 months .025 8 months ,040 " months ,055 3 months .015 6 months ,030 9 months ,045 12 months ,060 1 days .00017 11 days ,00166 21 days ,00352 2 days .00034 12 days .00203 22 deys .00369 3 days .00051 13 days .00220 23 days .00366 4 days .00066 14 days ,00237 24 deys .00403 5 deys .00065 15 days ,00250 25 days ,00420 6 days .00101 16 days ,00267 26 days ,00437 7 days .00116 17 days ,00284 27 days .00454 8 deys .00135 16 days ,00301 26 days .00471 9 days .00152 19 days ,00316 29 days .00468 10 days .00169 20 days ,00335 30 days .00500 -- --- - ----- --- ------ - -- - - - - - -- - -- --- - - --- -- - ------ - - - - - - --------- ------ Any party in interest. including the Commonwealth and the personal representative, not satisfied with the assessment may object thereto within sixty (60) days after receipt Qf this Notice as provided by Section 1001 of the Inheritance and Estete Tax Act of 1961(72 P,S, ~ 2465.1001), Make check or money order payable to: "Register of Wills, Agent" Mail 10 the address listed below: i \ " ( , I I , , I 1 . i, \ I I , , , 1 i , i , , ' i' , , t I .'''' CEIVED FROM: \ ..raM L. slir aID BenQ' L.. It'I.,.... I.q- J .. 8aDOver: s~r-~ C...H.1a..J.. 1701~ L ESTATE INFORMATION: FILE NUMBER NAME OF DECEDENT DATE OF PAYMENT STMARK DATE UNTY DATE OF DEATH REMARKS FIRST MI SEAL -- -- m ~ Assossmont Control No. m AMOUNT prnbllt.. In,414 Q1 -"1 .J ~TOTAL A~OUNT PAID ~' l Ii' i ~' ---_J! 10.414.91 RECEIVED BY '- ') ~.~ J :-- .' ;.' ..!,,c. . ~ /Irf.. 7NA E' VJ""'6C,- b- 1-~t.Cil::-:lfh OI-,.-ljILL;:j .-- -- ........... ----~~ -- , .-------------------- --------------- ) REV, ,e07 (AS) DEPARTMENT OF REVENUE BUREAU OF ACCOUNTS SETTLEMENT INHERITANCE TAX P.O, BOX 2055 STATEMENT OF ACCOUNT HARRISBURG. PA 17'05 DATE ESTATE OF HAIR MARTHA A FILE NO. 21 80-0771 DATE OF OEATH-1,O.=12::B.O COUNTY CUM8.-6RJ.,AND NOTE: TO INSURE PROPER CREOIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY. MAKE CHECKS PAYABLE TO: REGISTER OF WILLS, AGENT. ACN 101 FRANK L HAIR 608 DEVONSHIRE DR CARLISLE PA 17013 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE l!~'!: ..A!-9~~ _ ,!:Hl~ _L!N.E.. .. .. - - - - - .. .. .. - .. - .. .. - - - - - - .. .. - .. .. - .. - .. .. - .. .. - - .. .. - .. - .. - - - - - - - - - - - .. - - .. INHERITANCE TAX STATEMENT OF ACCOUNT .. ESTATE OF HAIR MARTHA A FILE NO. 21 80-0771 ACN 101 DATE 06-13-83 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, THE APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE, AND. IF APPLICABLE. A PRO~ECTEO INTEREST FIGURE. DATE OF lAST ASSESSMENT OR RECORD ADJUSTMENT: 07-15-81 9,615.22 PRINCIPAL T AX DUE:..........................,............................................,........................................................................,.. iT AX CREDITSl: RECEIPT NUMBER 049994 PAYMENTS PAYMENT DATE 11-29-82 AMOUNT PAID DISCOUNT (+ INTEREST (-) 796.33- 10,414.91 c TOTAL TAX CREDITS 9,618.58 ~ -, BALANCE OF TAX DUE 3.36CR -, INTEREST .00 " .- c TOTAL DUE c.,.;'-- 3.36CR u...:;~l r u:-- :;0 (If Balance Due is less than $1.00 no payment is required) . IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST RETAIN THIS PORTION FOR YOUR RECORDS Interese If any tax due is paid within three (3) months after the decedent's death, a discount of five percent (5%) of the tax paid is allowed. . the discount period is calculated in calendar months. Example: date of death 1-15-82. discount period expires 4-15-82. Except for tax on a future interest, inheritance tax becomes delinquent at the expiration of nine (9) months from the date of death. . Inheritance tax on a future interest becomes delinquent at the expiration of three months from: _ the date of election to prepay or _ the date of death of the life tenant or annuitant Interest is calculated on a daily basis from _ delinquent date to date of payment on any tax unpaid on delinquent date _ date of last delinquent payment to date of payment on any unpaid balance. Interest is charged at the following rates: Discount: Delinquent Date Annual Interest Rate Daily Interest Factor 5/27/43 \0 and including 12/31/81 1/1/82 to and including, 12/31/82 1/1/83 to and includong 12/31/83 6% 20% 16% ,000164 .000548 .000438 Those estates that become delinquent on or before December 31, 1981 will maintain a constant interest rate. The rate 10 effect when the tax first becomes delinquent will remain constant until the delinquent tax balance is paid in full. Those estates that become delinquent on or after January 1. 1982 will contain a variable interest rate. Thus. taxes that remain outstanding from calendar year to calendar year will be subject to the different rates in effect on each January 1. Interest is calculated as follows: INTEREST = BALANCE OF UNPAID TAX X NUMBER OF DAYS X DAILY INTEREST FACTOR. If a tax balance remains outstanding for more than one calendar year. a separate interest determination must be made for each year at the applicable rate. (Only one calculation is necessary if the estate maintains the constant mterest rate.) To Remit Paymene Detach the toP portion of this Notice and submit with your payment to the Register of Wills of the county shown on the Notice. . Address information is listed on page 13 of the booklet, "Instructions for Inheritance Tax Return for a Resident Decedent." . Make check or money order payable to: Register of Wills, Agent. Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the notice. If payment is made after the interest computation date shown on the Nolice. additional interest must be calculated. . ~AT_Releo'e. General ~enry Hall. Inc.. Indiana, Po. d/- g;()~77/ t'\nnw aU :!Ien by tltt1it 'rtsmtli ~;E. CHARLES D. HAIR, of 2172 Ncwvlllc Road, Carlisle; CLARENCE C. HAIR. oIH1~41 Hcst Trindle Road, Carlislc; VIOLET M. McCOY. of 250 Shady I,ane. Carlisle; STERN W. SNYDER. JR., of 2060 Spring Road, Carlislc; PAUL E. HAIR. of 6 Mill Road. Carlisle; and FRANK L. HAIR, of 608 Devonshirc Drive, Carlislc; all of Pennsylvania. Relcasors. he/ebyacknowledge that we MIl' Ihis day had and received ofond{rom Frank L. Hair and Paul E. Hair. Executors of the Estate of Martha Ann Hair, deceased. the following sums: Charles D. Hair - $5.825.00 + $24.087.88 Clarence C. Hair - $5,825.00 + $24.087.88 Violet }l. HcCoy - $5.825.00 +$24.087.89 Stern H. Snyder, Jr. - $5.825.00 + $24.087.89 Paul E. Hair - $5.825.00 + $24,087.88 Frank L. Hair - $5.825.00 + $24.087.88 PN#rNf// infuUsatisfactionandpoymenlof our respective share or shares in said Estate and as set forth in the Accounting of and the Schedule of Distribution of the said Executors which is attached hereto as Exhibit "A". AND THEREFORE. th..aid Releasors. as aforesaid, n 05 C")r- ",'" e"" 0-. ",,"" 3'" ",C") ",,'" :z _0 ",,' '::::> ",,,, ",0 <: .-.'" r'" """" ;r..j! N ':JJo {;r> 0'\ :L'.:' "'-.z -.,"'1 .-.~ " -0 -.- ,',J ., '::. '. we do by these presents remise. release, quit claim. andforever discharge the said their ofondflOm Ihe said share or shares in said estate Executors. as aforesaid. heirs, executors and administrators, and of and from all actions. suiu. payments, accounts. reckonings, claims and demands whatsoever,Jor or by reason tl..reoJ. 01 any other act. matter. cause or thing whatever. from the beginning of the world to Ihe day of the date of these presenu. And we hereby consent and agree that the Orphans Court of Cumberland Count y may discharge the said Executors. as aforesaid. upon application. without further notice/# or further accounting to us. IN WITNESS WHEREOF. L~ S 0.... have hereunto set November hand; and seal; the we day of our A,D. 1986. ~ -_.~ ~ ~ . ) (/< '/._ . -:1'/' I ( . I ..lJ/ i'''. L'" '.. i' , ... Cv~(.., Teharlc" D. Hair) " _j{/ f/l~~ i'Ji.~e::- /1-1 &L-(/v:- (cl,a. rence C. Hair) . 1Ju..4i In 777 'te-t,-t (vY'~et }1~ ,}!ccr) ii (/ ~_~\...,t I I ....-.-.,..""t.:., 7( y8mrn;.:\~,~1)Yde"" .Jr.{) It@d f /Ul"l/7-' (P~. H~fr) i . -:7h.A""..~,~g'~.cA/ (Frank L. Hair) WitneJS present: \../<l. . r .{. 0 1;1 \ '-....../,..0" . l Yr.: ~... ((: _L"'-,.;.( ~ ~ ~ ~t~ Individu""--'" nd as Exec'~ ~ . " 1 I..: 'r- c'if.': (,;uu:\ ..L.L""% I;'..;:' U j 5101. of PENNSYLVANIA \ S$. Counlyof CUMBERLAND On Ihi<, Ih. ~ ,;(;tt- a Notary Public. the undtrsiBntd ojJiur. ptrsonall)' Gl'pt'ared STERN H. SNYDER, JR.. PAUL E. November .1'.66 . btJore me, day of C\lAIlLES 1>. \lAIR, IIA III and FI(ANK L. CLAR I,NCE \lAIR C. IIA Ill, VIOl.ET M. McCOY. known to me (or sotu/aeloril)' I,rol.('n) 10 "(, ,II,. prrMms who.ff' name s :lresulucrilu'd to tllt~ lI:ithin inslmmrnt, and acknowledged that they enrutf'cl samf' for the l'"rpfJSt.~ therein (onwinf'd. In witnt.5.S whtrl"of, J hereunto ~rt m)'luHld anti ofjiral 1ml. / "- " ic.' t " :Act:i..J.l:,,,_C,~ 1..<-lC_~'::Q~.:_-- ~ Till. ofOfJictr. ~U!.~_lt_J:~1L.:.:..u..."-.:.t..-~H.~n"--"nttf.-t-e--- (....nl.1':!T. (":~~:1:::"'. ':n r "1':.'1".... P.\ 'fV (tl.'1..:!:.,"I.....' I...." "'; \." ~:; H ri. 1'19t' ~ ~ , '" rZ .... rZ . g ~ ~ '-' :I: ~ '" ~ :I: ~ ~ en . ..... < ~ < } g ~ ::> ~ "" i ~~ ~ en ".0 p:: 0-1 "" 0 ~::> ~ ~ "" 0'-' 0 "' Z "' "'r:i "' !;: !;: :c "" "" en .g en '" "' ;. ,..... ~ .......,,1. 1. ',~ "". 61"-' ..L J: I..L , : <C 279 2/14 3/10 3/11 3/20 3/21 3/23 4/4 4/!, 4/9 4/22 4/29 5/9 5/28 6/11 6/17 7/13 818 8/8 919 10/9 11/11 12/12 1982 1/6 1/15 2/13 3/13 3/25 3/25 4/1 4/14 4/26 5/14 5/15 6/12 7/13 8/14 8/23 8/25 9/15 10/11 11/10 11/26 12/13 12/15 1983 1/11 2/9 3/12 3/25 3/28 3/29 4/12 4/22 4/25 5/13 5/19 PP&L - 1 to 273 (farm) Agway Petroleum - check for refund (tenant contract) Plough & Lillich Ins. Co. - tenant house, 238 Shady Lane, 2nd yr. premo PP&L - 2/3 to 3/5 (farm) Associated Products Co. - portable toilet, sale day Stoney - hauling junk C. r. Hair - 10 gals. kerosene, heat at farm Paul E. Hair - funeral expenses & stone marking repaid with 5 mos. into @ 67- James D. McCoy - RE taxes PP&L - electric (farm) Plough & Lillich Ins. Agency - fire ins. on farm bldgs. Agway Petroleum Corp. - equip. servo to 238 Shady Lane PP&L - Apr. 3 to ~my 4 (farm) C. C. Hair - mowing at farm to June I, 1981 PP&L - electric (farm) Mel Spahr Agency - appraisal 240 Shady Lane PP&L - electric (farm) PP&L - electric (farm) James D. McCoy - RE taxe~240 Shady Lane PP&L - eectric (farm) PP&L - electtic (farm) PP&L - electric (farm) PP&L - electric (farm) Bruce A. Lebo - plumber, tenant house PP&L - electric (farm) PP&L - electric (farm) PP&L - electric (farm) Plough & Lillich Ins. Agency - frame dwelling, tenant house, 238 Shady Lane Plough & Lillich Ins.. Co. - farmowners policy, Middlesex Twp. Agway Petroleum Corp. - furnace contract service, .238 Shady Lane, tenant house PP&L - electric (farm) James D. McCoy - Cty. & Twp. RE taxes Clarence Hair - mowing at farm PP&L - electric (240 Shady Lane) PP&L - electric (240 Shady Lane) PP&L - electric (240 Shady Lane) PP&L - electric (farm) C. C. Hair - slimmer mowing, 240 Shady Lane Robert A. LeDane, Tax Call. - RE taxes, Shady Lane PP&L - electric (farm) PP&L - eectric (farm) PP&L - electric Register of Wills, Agent - inheritance tax PP&L - electric Darlene Stansfield - securing tenant for 238 Shady Lane PP&L - electric (farm) PP&L - electric PP&L - electric Plough & Lillich Ins. Agency - 3rd yr. prem., ins., 240 Shady Lane Plough & Lillich Ins. Co. - ins., 238 Shady Lane Paul E. Hair - 12/1/82 to 3/31/83 - into on $5000. loan PP&L - electric David J. Holland - repair water heater Robert A. LeDane - RE taxes (Cty. & Twp.) PP&L - electric Clarence C. Hair - Reim. for cement for porch, 238 Shady Lane fXlllg I T "k I. 18.15 59.95 147.00 16.35 63.63 20.00 13.50 2,835.77 98.08 15.06 728 .00 5.27 9.84 40.00 9.46 175.00 8.46 8.34 588.47 9.07 9.35 10.43 11. 43 24.20 20.30 14.69 17.98 147.00 728.00 47.65 10.60 87.18 100.00 13.25 22.29 12.32 9.39 100.00 599.37 10.11 11. 04 13.69 10,414.91 12.97 25.00 20.69 19.83 21.02 728.00 201.00 100.00 21. 33 19.81 87.18 17.03 100.60 . ~ ' -: ADVANCEMENT SHEET NO.4 12/31/84 Beginning balance 923.44 Received Monthly mortgage in period ($419.60 x 6) Checking~count interest Closed mother's checking account at CVS&L 2,517.60 30.44 78.84 2,626.88 2,626.88 3,550.32 Total Expenditures Pa. tax for /80, '81, '82, '83 & '84 Penalties on late tax Checking acc't charges IRS - 1984 tax Estate audit & tax services to date 185.66 13.37 15.00 513.91 1,250.00 1,977 .94 1,.977 .94 1,572.38 Balance Advancements (6 x $200. to each) Ending balance June 15, 1985 1,200.00 372.38 ADVANCEMENT SHEET NO.5 June 15, 1985 Beginning balance 372.38 Received Mortgage payment inPeriod ($419.60 x 6) Checking account interest 2,517.60 34.66 2,552.26 2,552.26 2,924.64 Total Expenditures July checking ~count penalty Balance 5.00 2,919.64 Advancement (6 x $400.00 to each) Ending balance Dec. 16, 1985 2,400.00 519.64 ADVANCEMENT SHEET NO.. 6 Dec. 16, 1985 Beginning Balance 519.64 Received Late interest for December Mortgage payment in period ($419.60 x 6) Checking account interest 12.92 2,517.60 40.56 2,571.08 2,571.08 3,090.72 Total Expenditures Jan. checking account penalty Wire - tax preparation Pa. State Tax (1985) Federal income tax (1985) 5.00 250.00 106.75 291.67 653.42 653.42 2,437.30 Balance Advancement (6 x $325.00 to each) Ending Balance June 20, 1986 1,950.00 487.30 /,)(;l16/T ';4f( . . ...: LAST STATEMENT /.Beginning balance June 20, 1986 Received Mtg. payts for July, Aug, Sept & Oct ($419.60 x 4) Tax refund for 1984 (in error see below) Checking account interest in period Final payment on Farm (10/16/86) Bal. due on Instal part of Mtg. Bal. due on remaining part of Mtg. Int. on latter from 2/8/84 at 97. Total Expenditures Repay't to IRS for '84 tax refund Service charge Trinity u. Methodish Church - Bequest Paul E. Hair - Reimbursement for Septic tank expense pay'ts $100.00 a month for 18 months Frank L. Hair - Expenses in connection with Estate Henry L. Stuart, Esq. - Reim for Notary fees 4.00 Filing Appr 6.00 Certif copy of will & copy 2.50 ~ of Amort Schedule 1.50 14.00 Henry L. Stuart, Esq. - Bal. of Att'y fee Filing final release. & notary fees Preparation of Final Inc. Tax reports for 1,678.40 525.37 27.91 2,231.68 48,561.19 90,000.00 21,802.50 160,363.69 525.37 5.00 10,000.00 791.00 1,800.00 600.00 14.00 4,500.00 20.00 Estate 300.00 18,555.37 Balance in Estate f/((f(tJ1r "A' 487.30 2,231.68 160,363.69 163,082.67 18,555.37 144,527.30