The URL can be used to link to this page

Home My WebLink About81-00568 ..' .~ J ~ III . Cl Cl), ~ (,0. 11) f>l :t: Eo< ,... CO . 'f""" - N 0 . Jl j .,. -1. ID 21-81 ;:;68 No. PETITION FOR PROBATE OF WILL AND LETTERS TESTAMENTARY In the Estate of TIIELNA (;. BALLE" . deceased. To Register of Wills for the County of Cumberland, In the Commonwealth of Pennsylvania. Petltloner(s) Is (are) the execut orB named In the Last Will and Testament of TIIELHA G. BALLE" dated September 27, 1972 Decedent was a citizen of the United States and a resident of Silver Spring Township Township (8orlI1Ijih), Cumberland County, Commonwealth of Pennsylvania, Decedent died on Tuesday the 11th day of August 81 A.D. 19_, In the County of Dauphin ,State of Pennsv1vani;at the age of --!!L years. Decedent has (has notl been married and has (has not) had children born to him (her) since the ex. ecutlon of the above described Will. Decedent was possessed of personal property to the value of S65. 000.00 and of real estate to the value of S59.000.00 as near as can be ascertained; said real estate situated as follows 725 Hogestown Road, Mechanicsburg,'Cumber1and County, Pennsylv3nia Therefore, your petltloner(s) respectfully apply(les) for the probate of the said Last Will and Tesla. ment and for Letters Testamentary theron. Dated August 28, 1981 .....:i..C""L ('../.5."jj'c,\ .,;),. - 930 "i11c1iff Drive Name and address Nechanicsburg. PA 17055 of Petltloner(s) ./1/) ,/,'.J --~)_, / ~"..,.. ,,',I' (.. _~-;;.//;/:,./~) 2285 Earth Road -,Eno1a, PA 17025 , / -' /, '. I / ~~, ,. /~'-r-' \~, - . _.~ - _:.--._// E., ,f ...."'1._ .. --:~.'_'<'- /--r,<_~_CIf.:,_<,..j J / 221Y Lambsgap Road ss Eno1a, PA 17025 ,~~;~ COMMONWEALTH OF PENNSYLVANIA } COUNTY OF C.UMBERLAND FRANK C. BALLEI" JR., RONALD E. BALLEI, , SR., and ,JOAN E. "ALTERS named in above application, being duly _ <worn ' according to law say(s) that the statements set forth in this petition are true to the best of the! r. know. ledge Zd belief. k ~ (7 'J / S',.mrn . and subscribed before "'.~~ i." ,L/.c'. is,,, (ll! \/ _I... _ /') ~. ,. J - . ./' II _---,: //' '/2.. ,1 J...-! ,("". I '// // I I..... '" ,r /. I { i- ;f_u' ,-c.' ,,' ~./>, ," .~, ,.' J '. -" -, f // Flied: September 17 J 1981 Cl>.fl JJ j1c l\l, Jr. 1 S' \J, ct,,- "10 t Vtl.~ik,,, f;~,IJ,t\j J{W(\Jbu,.y/ ~I 17 J a I Attorney .I /.]/,) ,./1 i~<,?jl;l ~'j 'I< >1('-1 \' ','1 I ~\\ /ICIt."'''''1 'l'1l"n e;.....ttIU..~""'Il."'l..I'{l11 .., LAST WILL AND TESTAMENT OF THELMA G. BALLEW I, THELMA G. BALLEW, of Silver Spring Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testa- ment, hereby revoking any will previously made by me. I - I devise and bequeath all of my estate of whatever nature and wheresoever situate unto my issue per stirpes. II - I appoint Dauphin Deposit Trust Company of Lemoyne Pennsylvania, guardian of any property which passes either under this will or otherwise to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specific- ally done so, provided that this appointment of a guardian shall not apply to property distributable under this will to a minor for whom special provision has otherwise been made herein and provide further that this appointment of a guardian shall not supersede, the right of any fiduciary in its discretion to distribute such share to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (includ- ing college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such sup- port and education, or to make payment for these purposes, with- out further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. III - All taxes that may be assessed in consequence of my death of whatever nature and by whatever jurisdiction imposed shall be considered a part of the expense of the administration of my estate, and my personal representative or representatives 'Ut,....., /':1 ' vl, {y.~:<.- Page 1 52U <>+ ~ 16 I , ~ I ii ::1 t ltt ~ ~lJ ~ ; ". . . t t ~ ~ a .~ . i4 t , ~ ~ lS ~ ,t:l n 05 ","" n~ - r<1~ C:;u ::r", "'0 "" --", I%l, ':-:0 r<1e ~ ":1'11 ."."'1 r-rn N '1)9 "":1: 0:> '~,~ '#i:-;~ ,." J :~(;: " '.) ~,' ~-; 'e; ..' ..~"j ~ H ~ l!l >< ill .. ~ s " ~ <l _ ~ P=I. .. .lI ~ . ~ ~ II,J too ~ E u . , ... ~ '" ~ lfl ~ III ~ ~ ~ o .... . 0' ~ , .,l < ~ tIJ :t r.; ~ .... . - . 0 := ~ ri ll. .,l o ~ K U ~ < . l.!l ~ r.:l := E-4 " OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYL VANIA ss: COUNTY OF CUMBERLAND Before me. the Register for the Probate of Wills and granting of Letters of Administration in and for the County of Cumberland, personally came FRANK C, BALLEl,. JR. , RONALD II. BALLm,. SR.. AND JOAN II. HALTERS who, being duly sworn . do depose and say that as COllxeClI to:r.R of the last Will and Testament of THEL}!A G. BAJ.LEl, deceased will well and truly administer the goods and chattels, rights and credits of said deceased according to law. And also will diligently comply with the provisions of the law relating to Transfer Inheritances. and subscribed before me. 1\,0., 19~ I" / ./., 1t,,;iA, .-( i~ 0Jj :5l '" al :11) "". :", :11) :0 , 1.0: t-i l.., :"- " .. :>.. ~..:;~ :' u.. 0): r-ii I, El: ,,: I,., ~3~ 0 l"' cc ,..." 11): 611' ,N -..t ,...,: .0: hJ!'-' co:," 0,--' <, ~ e: Cl- ,-= c.~a:: ~: :5 0::'" \0'- OU.1 ...J ll): f1'J c- uicc .'.c:I .' ~ +=t; u'" I. ~1: ...J " Pl ~ WW r-i:'- u':::> - <1): ",0:: -'u 5 - L":l co~ u - ~ ~l ,: ~ < r-i: "' I: u: N\ :I: -I-C f-< ,~ Qf, "=' ,- '" c: 0 ." "" CO .. z 0 ~ . " ,... s ~ II) 11 C\I ~ ." be - 0 I: = ,~ z ~ = p. ~ DECREE Be it remembered that on the 17th day of September .A,D,.19.J1L. there was probated and recorded the last Will and Teslal"ent of Thelma G. Ballew late of Silver Sprin~ Township ,Cumberland County. Pennsylvania. Deceased. Letters Tes tamentary were granted \0 Witness my' hand and official seal the day and year aforesaid. Ballew. Jr.. Ronald E. Ballew, Ellen Walters " " ["'''3 0,"" <~ Register REV-1500 EX of (9-81) BUREAU OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P,O, BOX 8327 HARRISBURG, PA 17105 DECEASED CHECK APPRO. PRIATE BLOCKS INHERITANCE TAX RETURN RESIDENT DECEDENT File Number ~\ - '8 /-0 5~ '8 1, Originel Return 00 Decedent's Addre.. R 1d.5 Ho~es+owl"l d.. lnf&-.a.l'\isbLl~, PA 1105' 2, Supplemenlel ROIurn 0 3, Romeinder Return 0 4, Life Estale 0 5, Federal EslateT.. 0 HelUrn Required, 6, Decedenl died l"lete [[] 7, Decedenl mainlained a living 0 8, Number otsate daposil D (Auach copy of Will) trust (AUach copy of Irustl boxes invenloried All correspondence and confidenlial tax informalion should be direcled 10: , CDRRE. ~.."". ~~f', 125 . Telephone No, ~ _ I I (P 9-- RECAPIT. ULATlDN AND TAX CALCU. LATION Recapitulation 1, 2, 3, 4. 5. 6, 7, 8, 9, Real Estate (Schedule A) Slacks and 80nds (Schlldule 8) Closely Held Stock/Pannenhip Interest (Schetiule C) Mongag" and Notes (Schedule D) Cash & Miscellaneous Penonal Propeny (Schedule E) Jointly Owned Propeny (Schedule F) Transfen (Schedule G) Total Gross Assets !tolal lines 1.71 Funeral Expenses Administrative Com/Miscellaneous Expenses (Schedule H) Debts/Mongages/Liens (Schedule II Total Deductions ltetallines 9 & 10) Net Value of Estate Wne 8 minus line 111 Charitable Bequests (Schedule JI Net Value subject to tax liine 12 minus line 131 ~ ' ,W~4n'O~'d~. "" ' ... (11 '1IfJ 000.00 ( 2) ( 31 ( 4) ( 51=rt91'if3a.50 ( 6) (71_ \ \ 31 ~ 33. 50 10, 11, 12, 13, 14, ( 8) ( 9) (101 (111 (121 (131 (14) II II'\,.9. Oi IDl./l~Lf.L(.~ In!.) "134. '-I ~ Zip - .----- Cemputation ef Tax 15, Amount of line 14 taxeble at 6% rate (15) \fl~) 1...~ x,06= (pJ ~q., D7 Hnclude values from Schedule KI 16, Amount olline 14 taxable at 15% rate (16) x,15= Hnclude values from Schedule KI 17, Principal tax due (add tax from line 15 plustaxfrom line 161 (171 -.1n, 4 Dl.f. D 7 lB. Total Prior peymen", II) Amount Plid (b) Plus Discount (e) Minullnterest (18) 19, Balance Due liine 17 minus Iina181 (191 Make Chack Payabla to: R~ister at Wills, Agant ... PLEASE RECHECK MATH. .. Under penalties of perjury,l doda.. that I ha.. examined this ralum, including accompanying schedules Ind statements, and to the bell of my knowledge end bellief,lt tS true, c ct, and complete. Declaration of preplrer other than the personal representative is based on all inform.tion of which preparel' hIS any kno\\1edge, EISI ~GNATUn[ or rnrr;'RER OTHER THAN REPf1.S.N1AllVE ADDRESS DATE ADDRESS DATE '. ' .. REV"41l'O EXt (90f00) COMMONWEAL lH OF PfNNWI. VA.N1A DEPARTlr,\EtH oj; RtvrNUE TRANSFER It~tHRITl.NCf TAX RESIDENT DE((OfNl ST ATEMENT OF FIDlICIARY (Il1~lructiot,'i. all Rc.'vc,~{) Sid:d ". ~~ ~~ --------_._~._...__..._--'_._~ ----.--,--.-.--------.--..-.. -.--...-- .-----.-,"--.-,.- ,-. ..-.----...-.---.-.-- "-'..",....-'-'--- ,..,--- ..,_.. Estate of TIIEJ.HA C;. BALLE\; [lu", of De"N' August 1 1_!.19Bl. Lost Address __..},~~..!J9J;".:;".!()"",-R~n.d___,--..---._ Soci,,! Sccuri ty No. _.lJ3~c:.28:~,~3_L_. {(IHI (:>'1 AI t:l (tlt'l 51,,1< File No, 2528186 J- ,. Z rJ Counly File No, .....,1j~_"'~L~__j /;1' ~!~'ch.~~~ icsb~!:lh._~I1I1~~tJl1 j~1_}7.(),'j,! I. Decedent died: ( ) Intestate (without 0 will) ( x) Testata (leaving 0 lo,t will --copy nttochen) 2. Is the filing of 0 Federal Estate Tax Return required for this estate? Co- 3. (x) Executor Administrator Ye~i__._ No Nome See Attached _________~;,";::(]\ S',);unty l~o. ,____ \" ~ o:l 1'-' Address -...._.._..._-----,_._._-~ i' ~ .-.: (CITY) 1"1;,'1") f ,IP) .." "0" " :n~ Illn :-:"'0 ':'f5 'I 4. All carresponoence should be moiled to ( Attornl'y ) Fiduci ory. --J 5. If on attorney is representing the estate, indicote: Nome Carl B. Stoller, Jr., Esq,:ire . T .!cr.ho"e ~lo...(717) 238-~6l6 .__ Address 408 Dauphin Building Harrisburg, (CITYI Pennsv] vn.l.!.iL_,_---.1llQL.___ I ~.1..) , , \ ;'11' J List 011 sofe deposit boxes registered in the decedent's individual nomehor jointly with, or as un agent or deputy of another, or in decedent's individual nome with right of access by anal er os agent or deputy. Include the nome I".., and address of the bonk or other institution whf:le the safe deposit box is looted, the name (s) in ,.hic!' tN. box is registered and the relationship of the joint holdels to the :lecodent. Ii -':::::::;~:::~;:::':~:~:=:;~;';~f~"~o:~::~':'~:~~~.....o~f~i:i;i~',:;i:::; I -------.----1- .-1-----'- I ,- _____oj .... .--...-------.---.~_........---..-". , .---------- ---,--==~,-----f -------. -.--- -------t --.-----... L_______._ 1_ Under pf't'lolties of pcrilJr)', I dcclmr thot I he.ve- [');omirl('d th:~ :etpf!1, i"clt,dinfl accon1!)Onyil"lq ~::h(!'dulcs end s~Jell1ents, "n~ to"the best of ,"y knoW:~d9C ""o1;9olid it ,', "'.J", cOlrect ono1r",;\plc~c, ,~. :I i.~ I ,~' i~ < .~' / -, " .' ( , " ! . I., , -,:! ,....-r.. /1 t....1/, "/ -/ . " I .-. '" J, '1 ; ',~" ,. '.'1 r il':,I.:!..l, Y ~~~'(-'t;.' I'l ~',;.:.' , , ," "7 i, /" "J , I'" "-- ____.,..2:/_LL_'L_ DAlf '. .' . ;' :'''.. '''''' INSTAl.l.MENT AGREEMENT OF SALE THIS AGREEMENT as of the J./fH day of cf,~.H41i.e , 1980, by and between THELMA G, BALLEW of Silver Spring Tuwnship, Cumberland County, Pennsylvania, hereinafter referred to as "seller" and CHESTER G. THOMAS and CHARLOTTE L. THot1AS, his wife, of 1I'0rmleysburg, Cumber- land County, Pennsylvania, hereinafter referred to as "buyer," WITNESSETH: , That, in consideration of the mutual covenants and agreements hereinafter contained, seller agrees to sell and convey, and buyer agrees to purchase, All that certain tract or parcel of land, together with the improve- ments erected thereon, if any, as more particularly described and set forth in Exhibit "A" attached hereto and incorForated herein by ref- erence, upon the following terms and conditicns: 1. CONSIDERATION - The purchase price to be paid by buyer shall be the sum of ~ao,Ooo,OO, to be paid as follows: A. $20,000.00 in cash at the signing and delivery of this agreement, the receipt whereof is hereby acknowledged; B. The balance of $60,000.00 to be paid over a twenty-five (25) year period through payment of principal and interest at thll rate of eight and one-half (8 1/27.) percent per annum in the amount of $.483.14 per month until paid in full. All payments shall be applied firs t to interes t with the excess applied to principaL C, Buyer agrees to apply for refinancing after five (5) years from the date hereof and each six (6) months thereafter until permanent financing is obtained. The parties hereto further agree that provided Buyer puts forth a good faith effort to obtain refinan- cing as aforesaid, Buyers shall not be held in default of this agree- ment in the event such refinancing is not obtained. 2. PREPAYMENT - Beginning on January 1 of the year following the year hereof, buyer shall have the right to prepay all or any paTt of the unpaid principal balance, without penalty for such prepayment, at any time and from time to time on any regular installment due date, together with interest on such prepayment to the date of payment, At the time of payment in full, together with interert as aforesaid, buyer shall be entitled to receive title to the subject premises from seller. 3. APPORTIONMENT OF REAL ESTAn: TAXES, RENTS AND EXl-ENSES - Loea I real estate taxes shall be apportioned on-a-fficd year basis to the date of execution of this agreement. Rentf, ir,terest on mortgage assumptions, water rents. sewer rents, refuse charges and munidpal - ~ '.. ." ~ , . assessments will be apportioned, pro-rata, as of the date of execution hereof. Thereafter, buyer will pay all annual real estate taxes and shall furnish proof thereof to seller, 4, FUTURE WATER SEWER AND ALL MUNICIPAL ASSESSMENTS AND CLAIMS _ accruing rom t e ( ate 0 execut On ereo s a e pa y uyer w en and as the same shall become due and payable. Failure of buyer to make such payments on the current basis, shall give seller the option to make payment of the delinquent rents or charges and to add the amounts paid, with interest or penalties plus a 5% accommodation char.ge, to the payments otherwise required by this agreement. Failure of buyer to submit Such rents, assessments or charges to proper authority or to seller hE'rein within six (6) months after the due date stated on the appropriate billing shall constitute default on the part of buyer under this agreement. 5. TRANSFER TAXES - Seller shall pay all state realty transfer taxes calculated on the agreed consideration at the rate applicable on the date of this agreement; bUyer shall pay any local transfer tax, any documentary tax, and any increases in the rate of the state tax from that existing at the date of this agreement, Said conveyance stamps and taxes shall be furrished or paid for at the time of delivery of deed. 6. POSSESSION AND OCCUPANCY - Buyer shall be entitled te, possession at the time of settlement upon execution of this agreement and the pay- ment of any moneys required at the time of, or prior to, settlement. Buyer thereafter shall have the right to occupancy on the ~~ day of ~~Pnr~, 1980, Subject, however, to the rights of any tenants or lessees 0 tle premises. If tenant occupied, seller agrees to assign existing leases, if any, and all rights of seller to buyer at the time of settlement. Seller will nor. enter into any new leases or w,'itten extensions of existing leases, if any, without the express written Consent of buyer. Seller shall have the right to occupy, on a rental basis, the house, garage and Storage bUilding which she currently lives in and uses, for a periOd not to exceed six (6) months from the time of settle- ment, for the priVilege of which she will pay to buyer monthly rental in the amount of $450.00, due on the first day of each succeeding mon- thly term; should she vacate the premises during a monthly term, she shall be obligated for rent for those days only during the said month- ly term she has occupied the property. This sale includes, without additional consideration, a stove and refrigerator which are located in the unoccupied house, and the follow- ing items of personal property which are located in the house occupied by the seller, to wit: stereo, dryer, range, air conditioner, two smoke alarms, television antenna and rotor, 19 cubic foot freezer, basement heater, venetian blinds and furnace humidifier. 7. CASUALTY INSURANCE - Buyer shall obtain a policy of fire insurance with extended Coverage prOVisions from a rFsponsible fire insurance company acceptable to seller in an original amount of not less than $60,000.00 but, in no case, less than the balance due of the stated consideration hereof after tI',e deduction of the down pay- ment provided above. Said insurance policy shall specifically insure buyer and seller "as their respective interEsts may appear." ThE: original copy of the policy shall he delivered to seller, 8. RECORDING - This agreement may bl' filed of rFCord in any public oftice, as appropriate. -2- '. ,.', .. 9, LEGAl. TITLE - The premises are being conveyed free and clear of all liens, encUlllbrances and easements, l!xccpting the following: existing building restrictions, ordinances, easements of roads, privi- leges or rights of public service companies, if any, agreements or like matters of record, and easemnnts or restrictions visible upon the ground. Otherwise, the title to the describ~d real estate shall be good and marketable, such as will be insured by a licensed title in- surance company at regular rates. Legal title shall be conveyed by fee simple deed with general warranty. In the event seller is unable tc, give a good and marketable title such as will be insured by a licensed title insurance company subject to the aforesaid, buyer shc.ll have the option of taking such title as seller can give, witt:,out abatement of price, or of being repaid all moneyu paid by buyer to seller on ac~ount of the purchase price, to- gether with such reasonable costs of searching title as buyer may have incurred. In the latter event, there shall be no further li~- bility or obligation as to either party concerning this agreement which thereafter shall be null and void, Buyer shall be entitled to recover the aforesaid costs of title search only if buyer obtained an attorney's opinion of condition of title and notified seller of any objections within thirty (30) days after date hereof. 10. MAINTENANCE AND REPAIRS - Buyer agrees that buyer, at buyer's own expense, will maintain the premises in a reasonable state of re- pair at all times and will not permit any waste or disrepair to occur. Buyer agrees to make any and all repairs which, from ti~e to time, become necessary or are mandated by federal, state, county or munici- pal law, ordinance or code in effect now or may become effective in the future. 11. IMPROVEMENTS AND ALTERATIONS - No major improvements or alterations shall be made to the premises without the prior written consent of seller, which consent shall not be withheld unreasonably. Buyer agrees that seller or seller's agents shall have the right at all reasonable times of the day upon reasonable notic'e under .the cir- cumstances to enter the premises for the purpose of inspection to determine whether buyer has complied with the terms hereof. In the event of buyer's default as to the terms of this agreement, any and all improvements and additions made to the subject premises shall be and remain a permanent paTt of the premises; they shall not be removed by buyer and buyer will not be entitled to any reimburse- ment therefor; nevertheless, if such improvements, alterations or additions were made without the written prior approval of seller, buyer will remove same within thirty (30) days, upon written notice from seller so to do. In the event of such notice to remove these items, buyer will repair thl, surfaces from \~bj.ch such improvements were removed in conformity with the surrounding surfaces. The premises are conveyed under and subject to prior restrictions of record; and further, that the hereby granted tract of land shall not have erected or maintained on it any trailer or mobile homes. 12. STRUCTURAL CHANGES - Any and all structural changes to be made to the premises by the buyer must have the same a~proval and meet the same requirements as other improvements and alterations as above provided. In the event that such structural changes are to be made, buyer shall indemnify seller from the imposition of mechanics' claimll, mechanics' liens. and encumbrances of any nature which mip.,ht affect seller's interest in the subject pn'mises, except as otherwise may be agreed in writing, -3- .. '. .' . .' lJ. ASSIGNMENT OR SALE - This aerccment JIIay not be assigr.ed by buyer without the prior written approval of seller nor may the pre- mises be sold by buyer by means of an installment sales agreement or comparable document without the prior written approval of seller; provided that nothing contained in this paragr<ph shall be construed as a prohibition against the sale of the premises by buyer to a third party whereby seller receives the full consideration stated in paragraph 1 herein. In the event of such an "outright" sale, seller agrees to execute (at no additional cost to seller~ all docu- ments reasonably required to effect such a salt: Hnd conveyance. In the event of such conveyance or sale, seller and buyer, herein, agree to divide the cost of seller's conveyance stamps, but, in no event, shall the obligation of seller herein for such conveyance stamps be greater than seller's obligation for conveyance stamps as hereinabove provided. 14. WARRANTY AS TO USE OR OCCUPANCY - Seller warrants that pre- sent use of the premises are in conformity with federal, state and local laws relative to zoning, building and other laws, ordinances or codes. Seller makes no warranty or representation as to the con- formity of any future use or occupancy of the subje~t premises inso- far as federal, state or laws are concerned relative tc zoning, building or other laws, ordinances or codes, In the event that buyer wishes to obtain 3pproval of a change of use or occupancy, s~ller agrees to cooperate to any reasonable degree in such application or request, providing all costs associated therewith shall be bc,rne by buyer. 15, CONDMENATION - In the event of condemnation of the subject premises or any portion thereof by any governmental agency, public authority or utility prior to the payment of all the within obliga- tions from buyer to seller, the payment of damages for the "taking" shall be divided between the buyer and thr, seller "as their respective interests then may appear." 16. DEFAULT - After 30 days written notice to buyer, any failure of the buyersieo-make payment of any moneys required by this agreement, or the performance of any act forbidden by this agreement, or the failure to perform any act required by this agreement may constitute a default, at the option of seller. In the case of default by buyer, seller shall retain any and all moneys received under the provisions of this agreement (whether on account of purchase money or otherwise) as compensation for buyers' use and occupancy of said premises and as liquidated damages for breach of this agreement. 17, CONFESSION OF JUDGMENT - In the event of default of payment of any sum at principal or interest herein agreed to be paid for the space of thirty (30) days after the same shall become due and payable by the terms hereof, or the breach of any other of the terms of this agreement, the whole of liaid principal sum, at the option of seller. shall become due and payable forthwith, anything hereinbefore con- tained to the contrary notwithstanding. In such calie of default, buyer hereby authorizes and empowers any attorney of any court of record in the Commonwealth of Pennsylvania or elsewhere to appear for buyer and confess a judgment for the entire principal sum and interest remain- ing unpaid hereon, with 5% attorney's commission or fees, hereby waiv- ing the right of exemption and inquisition, so far as the land herein described, and any property or building thereon may be concerned. In the alternative, said seller, at at seller's option, among other remedies -4- " '. " , .' available to seller, may proceed by Action of Ejectment on this agree- ment after default made as aforesaid for. the recovery of said premises; in such case, buyer hereby authorizes and empowers any attorney of any court of record in the Cooononwealth of Pennsylvania, or elsewhere, to appear for buyer and confess judgment of ejectment, and authorizes the immediate issuing of a Writ of Possession and Execution (without ask- ing leave of court) for the costs and 5% attorney's commission or fees, waiving all stay and exemption laws. 18. RIGHT OF BUYER TO PAY LIENS - A. Notice - Notice of the entry of any mortgage, judgment, lien or other encumbrance affecting title to said premises received by the seller after t1',e date of the execution of this agreement shall be given by the seller to the buyer withi.n thirty (30) days of the recording thereof in the Cumberland County Courthouse, B. In the event any mortgage, judgment, lien or other encum- brance affecting title to the premises existing at the date of the execution of this agreement or hereafter entered of record and default in the payment is made by the seller, then buyer shall have the right to make the delinquent payments and to receive credit for the full amount of said payments made by the buyer and to deduct the amount thereof from the required monthly payments under this agreement. Prior to exercising the rights stated in this paragraph, buyer shall give seller 48 hours notice by certified mail of his intent to do so, but this provision shall not limit buyer's right to make the delin- quent payments and to claim credit therefor. 19. APPLICABLE LAW - In the event of any disagreement or mis- understanding, the terms of this agreement shall be construed pursuant to the laws of the Commonwealth of Pennsylvania in effect at the time of the execution hereof and as tJ.ey may be amended subsequently. 20. ENTIRE AGREEMENT - This docl~ent contains the entire agree- ment between buyer and-seIler; there are no representations, warranties, covenants, terms or conditions, except as specifically set forth here- in. 21. TIME OF THE ESSENCE - It is the agreement of the parties hereto that time shall be of the essence. 22. BINDING AGREEMENT - This agreement shall extend to and be legally binding upon the parties, their respective heirs, executors, administrators and assigns, 23. WAIVER - The failure of either party to insist upon strict enforcement of any provisions of this agreement shall not constitute a waiver of the right to enforcement of that provision or of any other provision. 24. DESCRIPTIVE HEADINGS - The descriptive headings used herein are for convenience only and they are not intended to indicate all of the matter in the sections which follow them. Accordingly, th,;y have no effect whatsoever in determining the rights or obligations of the parties. -5- . . ", COMMOlfWEALTH OF PENNSYLVANIA: :SS. COUNTY OF DAtiPHIN On this, the Y'~f~ day of September, 1980, before me, a notary public, the undersigned officer, personally appeared THELMA G. BALLEW, known to me or satisfactorily proven to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purpose therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and notarial seal. (SEAL) c,,:-' . f.' 'L)' . X.... / ',I . I 'i !.{.'itl. ~~. '>""0 NOT Y UBLIC K.1t!I;~C;; M, n,Wii, NOTARY PURl!: M~ ('." \.1' 1\ r.\; i' \ "'7 ; 6, :',~ l COMMONWEALTH OF PENNSYLVANIA: :SS, f.','.' 'I !. l", ',.',l,,' IJ (.;,.I<;{ COUNTY OF DAUPHIN V~'h.. d f 9 0 b f On this, the L- ay 0 September, 1 8, e ore me, a notary public, the undersigned officer, personally appeared CHESTER G. THOMAS and CHARLOTTE L. THOMAS, his wife, known to me or satisfactorily proven to be the persons whose names are subscribed tc. the within in- ..~" .... .,.... strument and acknowledge that they executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set. my hand and notarial seal'. (SEAL) c. ./ /'/ffi ,'J. ,"I ,~' /i .) //'I, /'"., t~.. NOT I PUBLIC Kathl..,. M, D...;I. NOTARY PUBlIC Mt (omfl':l\IOn hili,:, AU17Uil 6. 19U C.mp Hil. tA Cumb~'f:and Count, -7- REY.."tlI EM (B-.eOI COMMONWEAL HI OF PENNSYLVANIA DEPARTMENT DF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "6" PERSONAL PROPERTY ~;.' ~?,J;,'!l"""~' l~\" , . :':~;/~ """.,~J""':'" '. ,:".;,\,),~~~{,...;,..~" (Instructions on Revcrse Side) . , .... .....; . ~ ...."- - ITEM UNIT ESTIMATED DEPARTMENT "'0. DESCRIPTIO'" VALUE MARKET VALUATION VALUE {OFFICIAL USE ONL Y/ 1 Ama03 Refrigerator lOO.OO 2 Naple Table and Chairs 100. on 3 9-Piece Mahoganey Dining Room Suite 300.00 4 Hide-A-Bed 75.00 5 Maple Knee lIole Desk 6n.00 6 Electric Sewing Machine 40.00 7 Pine Open lIutch 75.00 8 Assorted Husie Boxes 200.00 9 2-Piece Living Room Suite 100.00 10 3-Piece Coffee-End Table Set 70.00 11 Color Television ,50.00 12 portable Black & White Television 40.00 13 Mahoganey Secretary Desk 150.00 14 Gold Rocker 80.00 IS Gold Recliner 80.00 16 Drum Table 40.00 17 Table Lamps 20.00 18 pole Lamp 15.00 19 4-Piece Naple Bedroom Suite 150.00 20 Cedar Chest 50.00 21 Assorted Garden Tools 10.00 22 Conference Table 10.00 23 5-Pleee Kitchen Set 30.00 24 Dishes. Pots, Pans, etc. 70.00 i, 25 \ L II. Cub Riding MOI,er 1,00.00 26 1978 Oldsmobile 3,200.00 27 1968 Cadillac 600.00 28 lIarris Savings Afi5ociation \ Account No. 9-15-800595 10,000.00 Account No. 9-16-009453 15,000.00 Accoun t No. 4_11-133727 I c.,OOO.OO 28 First Federal Snvtnr"s {lnd Loan Association \ Account No. 2-39-623258 20,000.00 - -- TOT AL --- . Estate 01 TI1I'I ~I^ G BAli F\~ II additional space is necessary, use 8'," . 11" sheets. .. , rU:'V'"4!)' l:::Xt (8-1101 COMMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCH::DULE uB" PERSONAL PROPERTV ,::;;.~ ~~~ '~,~r:;;', {/"structions on Reverse Side} Estate of THF.1 ~IA G BAIl \'I, , . , . ~ ITEM UNIT ES TIMA TED DEPARTMENT NO. DESCRIPTION VALUE MARKET VALUATION VALUE {OFFICIAL USE ONL YI . 29 Checking Account held jointly with Joan Ellen Walters. Balance in checking account at time of death, August 11, 1981 - $7,437.00 3,718.50 : ; TOT AL 69,833.50 If additional space is necessary. use 8'1" . 11" sheets. .. , REV"4!lZ EXt (11-1101 COMMONWEAL TH OF PENNSYL VANIA DEPARTMENT OF REVENUE TRANSFER INHERITANCE TAX RESIDENT DECEDENT SCHEDULE "C" T RANSF E RS Estate of 11IELHA G. IlALLE\~ INSTRUCTIONS: 1. Answer tile questions on reverse side. 2. I f the answer to any of the questions on the reverse side is "V es," provide a description of the property transferred per Schedules "A," "S," or fiE," its estimated market value at date of death, dates of transfer, to 1II10m transferred and relationship of transferres to decedent. Attach a copy of any trust, deed, or instrument relating to the transferred property. ITEM NO. DESCRIPTION ESTIMATED MARKET VALUE DEPT. VALUATION {OFFICIAL USE ONL YI None -0- TOTAL -0- If additional space is necessary, use 8'\" . 11" sheets. QUESTIONS CONCERNING PROPERTY TRANSFERS 1. Did decedent, within two years of death, make any transfer of any material part of his estate without !eceiving valuable and adequate considemlion? (Answer "Yes" or "No".) 2, Did decedent, within two years of death, transfer property from himself/ herself to himself/herself and another parly or parties (including a spouse) in joint ownership? (Answer "Yes" or "No" ,) - 3. If the answer to one or two aoove is "Yes" and the transfers are claimed to be nontaxable, provide the following information: a, Age of decedent altime of transfer, b. Copy of death certificate, c. Affidavit by the allending physician indicating the state of decedent's health at time of transfer, d. All other information supporting nontaxability of transfer. 4, Did decedent, in his/her lifetime, make any transfer of property without receiving a valuable or adequate consideration therefor which was to take effect in possession or enjoyment at or aller his/her death? (Answer "Yes" or "No".) a. Was there any possibility that the property transferred might return to transferor or his/her 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 death: a. The possession or enjoyment of or the right to income from the property transferred? (Answer "Yes" or "No" ,) - b. The right to designate the persons who shall possess or enjoy the property transferred or income lllerefroll1? (Answer "Yes" or "No".) 6. If the answer to live b, aoove is "Yes," was the right reserved in decedent alone ( ) or decedent and olhers ( ). 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 transferor? (Answer "Yes" or "No".) 8. Did decedent, at any time, transfer property, the bmeficial enjoyment of which was subject to change, because of a reserved power to aller, amend, or revoke, or which could revert to decedent under terms of transfer or by operation of law? (Answer "Yes" or "No".) 9. If the answer to eight above is "Yes," was the power to alter, amend or revoke the interest of the beneficiary reserved in the decedent alone ( ) or decedent and others ( ), . \ ," ~ ~ '" 0 -<: -<: .... I.>.l I.>.l .... >- >- '" " <( Bi 0 ~ '" ,...l ~ " ~ .. '" '" 0 ~ " .- .c " <Ii <Ii .... .: " CJ .. ,,. " z :> 0 '" ~ :::J ::c '" 0 .c ~ ~ OJ '" " u 1= N .9J .... ,. ei ~ ~ ~ I- 0 <Il 0 z ei <Il I <Il >- I- ei - I.>.l I.>.l Z Z l- I- I.>.l Z ...l ei - ei -<: ~ z :<: I.>.l :E Cl I.>.l ...l Z Z I- ::> U t.:i Z - Cl <Il ~ 0 0 -<: :J ::: < I.>.l U Cl l>o '~saJa~u! s,~uapa:>ap aq~ 10 anle^ ~a~Jew aql ale3!pUI '\1 "~saJa~u! S,IU9pa~9p aqllo a6elUa~Jad aql ale~!pul '(; 'A1JadoJd paUMO ^11U!0! 9q~ 10 anle^ la~JeW lelOl aql ale31puI 'l 'p;lqs!lqma seM d!qSJaUMO lU!O! aql alep aq~ pue Is}JaUMO'O~ aqllo luapa3ap aq~ o~ dlqsuO!lel9J pue ssaJppe 'aweu aql apnl~ul .:a.. alnpaq~s JOI SUO!I~nJ1SU! aql U! pale~lpU! sa Al.ladoJd \euouad lie aq!J:lSao ,:V.. alnp;lq~S JOI SUO!I~"JlSU! aql U! pale~!pu! se AlJadoJd leaJ lie aq!l~$aa "I '~SJ!I alalsa leaJ IS!1 'pap"I~U! aq O~ aJe A~JadoJd 9Iq!6ue~u! puo alq!6ue~ q~oB 'd!qsJo^!,.Jns 10 ~q6!J q~!M nueU9~ lU!O! se s9!ued JO ^~Jed 194~oue q~!M ^IIU!O! lU9pa:>ap aq~ Aq paUMO 'leuou9d pue le9l 'AlJ9dOld lie 9pnl~u! lsnw ..3.. 9lnpaq:l!) ..3.. 31n03HOS DN1J.31dWOO HO:! SNOll.OOlUSNI .. . . , RECAPITULATION Appraised value of Personal Property............................. $ 69,833.50 Appraised value of real estate..........,. .......................$ 44,000.00 TOTAL APPRAISED VAWP...............,............... .... .......... $ll3,833. 50 AFFIDAVIT OF PERSONAL REPRESENTATIVES County of Dauphin ss: Frank C. Ballew, Jr., 930 Willcliff Drive, Mechanicsburg, Pennsylvania, Ronald E. Ballew, 2285 Earth Road, Enola, Pennsylvania, and Joan Ellen Walters, 2215 Lambsgap Road, Enola, Pennsylvania, Executors of the Estate of THELMA G. BALLEW, deceased, being duly sworn according to law, depose and say that the items appearing in the Inventory include all of the personal assets wherever situate and all of the real estate in the Conwon- wealth of Pennsylvania of said decedent; that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the decedent I s death; and that decedent owncd no real estate outside the Common- wealth of Pennsylvania except that which appears in a memorandum at the end of the Inventory. Sworn and subscribed before me, this lst day of February, 1981 'I I fJ ,/. .... '. :: "" ,_.'';:' Cl-'n. ( FRANK C. BALLm (t. . ). . (SEAL) " , ("'l I) /. . .-' ;~ 1./ -r ...,;: "F ,.("...1"- ;:.'. .,'1 ",~,. 'k" (""'./.i 'RONALD E. BALLEt< J (SEAL) L PUfJA OIl S. CAlIVSll, 101m 'UIlIC HARIIUUK, GAU'"'I COUNTY IHO..ISSlOI 0'11[1 otT, It. 1m ,.--......1lIa AuodIIiolll' lo..liK ....N<. -.... ./ ~. \ (;. ",:";';"; }",""/.' i' ('.r(' r <(......(..'..... (SEAL) / ,../"," /o,..l-- -JOAN ELLEN WALTERS .... QI N ... co " 0) Ql .... '" .... '" ... 0 .-i '" "' .... '" .-i :l' !;: "' .... Ql .... "' '" '0 0 00 ... .... 0 ....l " l-< <> ... r.l....l '" Vl '" '" " ... i=l~ ",.-i '" - .,. '" '" o ... - ... " '" ... <lI <lI '" ~ <lI 0 '" " >< .... . ,<:.0'" ... '" 0'-' 00 g " >OZ '" >. -00> " '" "'0 '.. ... ." .-i "'S o u > OVl 00" loot 01"'1 >. r.l.... ... .-i !2el <lI " '"'J'O '" !::tl o -:>, '" 0 .... " '" 00 '" "'''' U -... " ;'ii: ... " ~'" Ql ... " <lI '" " " '<::"0 "''''''' ,<: '" QI t-lZ ... " " r.l.... .... I1l ~ <: '" o " - -0 U '0 ,,- ....... 00 H "' ... - <lI ~ '.. ... Vl'<:'" r.o o C >-. to <lI 0.." Z.... '" ... '" 14 '0.0 ."", ....< (lJ.c c: u> '" QI g '" '" '" .... ... v :3 tJ - " "'.... '" ro Q} 0 Q.l .... "'U ". <lI .-i ... . r.o ....IT.U'O C .... o toll ... co ... 0 ... o '" .5 0 '" Z 0 "'1>0 "'= ........... , -. ". ". LAST WILL AND TESTAMENT OF THELMA G. BALLEW I, THELMA G. BALLEW, of silver Spring Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testa- ment, hereby revoking any will previously made by me. I _ I devise and bequeath all of my estate of whatever nature and wheresoever situate unto my issue per stirpes. II _ I appoint Dauphin Deposit Trust company of Lemoyne Pennsylvania, guardian of any property which passes either under this will or otherwise to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specific- ally done so, provided that this appointment of a guardian shall not apply to property distributable underthis will to a minor for whom special provision has otherwise been made herein and provide further that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute such share to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (includ- ing college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such sup- port and education, or to make payment for these purposes, with- out further responsibility, to the minor or to the minor's parent or to any person taking care of the minor. III _ All taxes that may be assessed in consequence of my death of 'whatever nature and by whatever jurisdiction imposed shall be considered a part of the expense of the administration of my estate, and my personal representative or representatives . 511K[ . MVLlY -:1.L /''-' ..~j v,)."......,- Page 1 - GENERAL INHERITANCE TAX INFORMATION Unsatisfied liabilities incurred by tho decedent prior ta his/her death are deductible against his/her taxable estate. In addition ta debts incurred by the docedent or estatc, athcr itcms arC claimablc including the cost of administration, attorney focs, liduciory fccs, funcral and burial expcnscs including tho cost of a burial lot, tombstane ar grave marker and ather rolated burial expenses. All debts being claimed against an estate are subject to thc appraval af the Registcr of Wills with whom the Inheritance Tax Retum is filed. Evidence to support the deccdcnt's ar tho estote's liability for the debts being claimed should be attached ta this schedule. A family exemption may be claimed by a spouse af a deccdcnt who died domiciled in Pcnnsylvonia. If there is na spouse, ar if the spouse has forfeited his/hcr rights, then ony child of the decedent who is a .,ember of the same household can claim the excmption. In thc ovent there is na such spouse or child, the exemption can be claimed by a parent or parents who are members af the samc houschold os the decedent. Thc family cxcmptian is allowable only against assets which pass by a will ar by the Pennsylvania Intestate Lows. NOTE: Campcnsation paid ta an cstate rcpresentotive; namcly, on executar or administrotor, for services perfarmed in administering an estotc is reportable for Pcnnsylvania Incomc Tax purposes. Ti1is taxable income item should be reportcd on form PA.40.lndividuallncomc Tax Return. t'" "" 0 n ~ t11 ~ ~ - > 0 0 rJl Z C'l n c: I:l ~ z 3:: z ~ t11 t11 ~ Z :>:l 9 - 9 z Z t11 ..., t11 Z 9 9 o-l -< rJl t11 - rJl Z 0 <Jl 0 ..., 9 'Tl 'Tl ::e ;-':='-....1 ~ C'l m '" r: "- '" - lS- o:; ,~ 0 := := Z ~ '" 0 '" ... ~'l;;; r:: ,. - " ro :l: ~- " '" OJ> ::> trM ,. "" r: 0 " ~. ,.- ... € c;.' L..; ," '" ::l u.: ~ c., :;; oi..::; ~~ Wi. .." 0 t"' ~~ ('oJ "~/:) ro " t"' 50 ::> "" <;:l -< -< D ::> ". OJ> t11 t11 " ~ ~ ~ -" ~" 0::> "'''' "''' INSTRUCTIONS FOR COMPLETING SCHEDULE "F" 1. If thc family cxemptian is bcing claimed, indicate the claimant's noma, oddrcss ond his/her rolationship to the decedent. Enter "family excmption" in the rcmarks column and thc omount claimed in the amount column. 2. Assign consecutive numbers to each item listed. 3. Enter the date on which each debt was incurrcd ond/or poid. 4. Enter the names of each payee. 5. Provide a brief explanation in the remarks column for cach dcbt claimcd. 6. Enter the omounl of each dcbt being claimed. 7. The form must be signod by thc person who has assumcd the responsibility for paying the debts. IF ADDITIONAL SPACE IS NECESSARY USE 8'," x 11" SHEETS. REV, 1547EX (1-82) BUREAU OF EXAMINATION PENNSYLVANIA DEPARTMENT OF REVENUE P,O, BOX 8327 HARRISBURG, PA 17105 I.,O( 1~ y NOTICE OF INHERITANCE TAX \ASSESSMENT APPRAISEMENT, ALLOWANCE OR DISALLOWANCE CONTROL NO, 101 OF DEDUCTIONS, AND ASSESSMENT OF TAX DATE ESTATE OF BALLEW THELMA G FILE NO, 21 81-0568 DATE OF DEATH 08-11-81 COUNTY CUHBE\ll.AND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY, MAKE CHECKS PAYABLE TO REGISTER OF WILLS, AGENT," IF TAX PAYMENTS ARE MADE WITHIN 3 MONTHS OF THE DECEDENT'S DATE OF DEATH, A DISCOUNT OF 5% OF THE TAX PAID MAY BE DEDUCTED, CARL B STONER JR ESQ 408 DAUPHIN BLDG HBG PA 17101 PLEASE RETURN THIS PORTION TO REGI5rER OF WILLS IF PAYMENT DUE ~ll!'!-'!-.Q~Q_!."!!~.!-!NJ'- --.. -- - - - - -- -- ---- ----- - -- - ----------- - --- -------- -- ----, NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BALLEW THELMA G FILE NO,21 81-0568 TAX RETURN WAS: (X) ACCEPTED AS FILED APPRAISED VALUE OF ESTATEI 1. Re.1 Est.te (Schedule A) 2, Slacks .nd Bonds (Schedule B) 3. Closelv Held Stock/Partnership Interest (Schedule Cl 4, Mort9.gos and NOles ISchedule D) 5, Cash A Miscellaneous Personal Property (Schedule E) e, JOintly Owned Property (Schedule F) 7, Transfers (Schedule G) 8. Total Gross Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9, Funeral Expenses/Administrative Costs/Miscellaneous Expenses (Schedule HI 10, Debts/Mortgages/Liens (Schedule Il , , . Total Deductions 12, Net Value of Estale 13. Ch.rotable Bequests (Schedule J) , 4, Net Value SUbject to Tax ASSESSMENT OF TAX: , 5. Amount of line 14 tlx.ble .t 6% nte , 6. Amount of line 14 ux,ble .t 15% rite 17. Principal T.x Due TAX CREDITS: PAYMENT DATE 02-11-aJ-- RECEIPT # DISCOUNT (.) INTEREST (-) 010820 320,.20 ~ THIS ASSESSMENT IS BASED ON ORIGINAL RETURN NO lN1fliEST IS DUE IF PAtD DY 05-11-82 IF PAID AFTER DATE INDICATED SEE REVERSE FOR INSTRUCTIONS. ACN 101 DATE 03-26-82 ) CHANGED ( I) ( 2) ( 31 ( 4) ( 5) ( 61 ( 71 44,000.00 .00 .00 .00 69,833.50 .00 .00 ( B) 113,833.50 ( 91 ( 1m .00 7,099.08 7,099.08 106,734.42 ..&L 106,734.42 (ll) (l21 1131 1141 (151 (lei 106,734.42 .~Q ~oe' 6,404.07 X.1S. .00 (17) __6,404.07 AMOUNT PAID 6,404.46 I I \ i~ TOTAL TAX CREOI' I ~ BALANCE OF TAX DUE I. 6,724.66 320. 59C:R AET AiN iHIS ~ORi;ON fOR VOL~Q RFCORDS (''';, o:l "1;:;; N ,,'" , ,~11~ , (~Cl 1-1 , ~ ~n -, .t:J , . " 11"'1 - N , :1 ~ " J:. .'\ 0 INFORMATION This document is the Notice required to be given under Section 709 of the Inheritance an~ Estate T,x Act of 1961 (72 P,S, section 24851. If the tlx is paid within three (31 months after the decedent's death, a discount of 5% of the tax paid is allowed. Inheritance Tax becomes delinquent nine (91 months after the decedent's dealth. Interest is charged at the rate of six (6) percent per annum on the amount of unpaid tax, (SEE EXAMPLE BELOW) EXAMPLE: If a balance of tax due of $2,000,00 is in . delinquent status from 3-3-80. and payment is made on 5-23-80. the interest is calculated as Indicated below: STEP 1 Determine the rate of interest from the table below, STEP 2 Multiply the balance of tax due bv ttle rate of Interest STEP 3 Add the interest to the balance of tlX due. 2 Months = 20 Davs c Rite of interest = ,010 + .00335, ,01335 Balance of t.x due R.,@ of interest INTEREST $2,000.00 xOl~ $ 26,70 Bltlnee of IIX duo $2,000,00 Plus Interest to Olte of Plvment (+) $ 26,70 TOTAL II' Ind interest to D.te of PIvment $2,026,70 Intorest from 3-30-80 to 5-23-80 Results in: --------------------------------------------------------------------- 1 month .005 4 months ,020 7 months ,035 10 months ,050 2 months ,010 5 months ,025 8 months. .040 1 1 months ,055 3 months ,015 6 months .030 9 months ,045 1 2 months ,060 1 dlv . ,00017 11 dlYs ,001B6 2 1 dlvs ,00352 2 dlvs ,00034 12 dlYS .00203 22 dlYs ,00369 3 dlYs ,00051 13 dlYs ,00220 23 dlv' ,00386 4 dlYs ,00068 14 days ,00237 24 dlYS ,00403 5 dlvs ,OOOB5 I 5 dlVs .00250 25 dlVs ,00420 6 dlVo ,00101 1 6 dlv, .00267 26 dlv, ,00437 7 dlYs ,00118 17 dlVs .0028~ 27 dlv' ,00454 8 dlYs ,00135 18 dlYs ,00301 28 dlY. .00471 9 dlYs ,00152 19 days .003'8 29 dlY. ,00488 10 dlVs ,00\69 20 d.vs ,00335 30 <loy. ,00500 -------------------------~.------------------------------------------- Any party in Interest. IflCludlllg the Commonwe.lth and the person.1 represent.tive, not s.1tsiled With th, appr.isement .nd .nessment mav object within sixty (60) d.ys after receipt of thiS NotIce as prOVided bv Section 1001 of tne lnnenllnee Ind EslIte Tn Act of 1961 172 P,S. .ee, 2485 - 10011, MAKE CHECK DR MONEY ORDER PAYABLE TO: 'REGISTER Of WILLS. AGENT' DETACH THE TOP PORTION OF THIS FORM AND SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE, SEE THE INHERITANCE TAX INSTRUCTION eOOK FOR ADDRESS REV, lBO~ IAS) ,102_S4).fi' COMMONWEALTH OF PENNSVIVANIA , ' DEPA.RTMENT O~ P:[VENU[ ~ INHERITANCE TAX ~.~E:~XO~~~COUNlS SETTlEMENT ",,:y...:' ~ STATEMENT OF ACCOUNT HARRltBUI\C, 1'10 1710b DATE ESTATE OF BALLEW THELMA G FI~E NO, 21 81-0568 DATE DF DEATH 08-11-81 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREOIT TO YOUR ACCOUNT SUSMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE REGISTER OF WI~~S OF THE ASOVE COUNTY, MAKE CHECKS PAYAS~E TO: REGISTER OF WI~~S, AGENT, ACN 101 CARL B STONER JR ESQ 408 DAUPHIN BLDG HBG PA 17101 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE ~l,J~ ..A~~~~ _ ~H)~ .L!N.E.. .. .. .. .. .. _ _ _ .. _ .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. .. _ .. .. .. .. .. .. _ _ .. .. .. .. _ .. .. .. _ .. .. .. .. .. .. .. _ .. _ .. INHERIT~~CE TAX STATEMENT ~F ACCOUNT .. ESTATE OF BALLEW THELMA G FI~E NO, 21 81-0568 ACN 101 DATE 07-30-84 THIS STATEMENT IS PROVIDEO TO ADVISE OF THE CURRENT STATUS OF THE STATEO ACN IN THE NAMED ESTATE. SHDIIN BE~OW IS A SUMMARY OF THE PRINCIPA~ TAX DUE, THE APP~ICATION OF A~~ PAYMENTS, THE CURRENT SA~ANCE, AND. IF APP~ICAB~E, A PRO~ECTED INTEREST FIGURE, DATE OF ~AST ASSESSMENT OR RECORD ADJUSTMENT, 03 -19-8 2 PRINCIPA~ TAX DUE:....................,......................,..............,.....................,....,...................,......................................... 6,404.07 PAYMENTS A ME DATE 02-11-82 06-18-82 07-10-84 O'AX CREDITSl: RECEIPT NUMSER 010820 REFUND 061371 ISCOUNT + INTEREST (-) .00 .00 104.09- AMOUNT PAID 6,404.46 320.59- 421.11 n o:l r "'-, ~'" c:'- .~ ..... rii~ ~::.. c::~' ~ ,~~ ,.. (,1',;r1 .1-:~'~ ':::1 ,. 't.., N .. '" ,',' 1.0 r,l:,. C - INTEREST IS CHARGED FROM 07-11-84 TO 08-14-84 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORI!.' TOTA~ TAX CREDITS 6,400.89 BALANCE OF TAX DUE 3.18 INTEREST '~ L TOTAL DUE 3.21 I (If alllnea Du. IS I... tllon $ 1,00 no plvment IS requiredl . If PAID AFTElI THIS DATE SeE REVERSE SIDE FOR CA~CULATION Of ADDITIONAL INTEREST RETAIN THIS PORTION FOR YDUli RECORDS ,',-~ -, .. ~- ....-:;;;.. ll. '. ,Go- '. 'e ",,' ) , 'C , ~~.t ,'I' Z:.~. ' c..i') W\JI uJl~ c;..: .,. '" w 00 .. be 0 " .... ........ .... ",,"0 '" ..... ..... ... " ..; a.ia::~p... " 0 0 "'" . u .... blJ Vl.c " !:: p..o~ ""'''' '" '" '" "" ..... '" 0'" "'00 ... "0 . '" , u ., 0..'" J OJ '" " o .c ... ... " o U '" '" f/l >. 0 ....... .... "''' .... -r-t :::I..... :::: 0 1.1: UOJ<( .... .... 0.. 0"0'" "<J:l . /o0oi CtI Q.i OJ.....l)-M .u ... \1J tI) f/laJ:>"1"4 ..-4AO~ be e c:: I-l ,0.1 ::l fd CtI ,':"":U", u ~, ;: ....-.... C!i !::: ~;: t.:~u.- , ( ~. '" q ~ ""I . - -, ." .. r - .. " -' Ul .. " 0 - ;:t: '0 " ... ~ " ,~ 0 U " '" \r) '" .... Ul >> '" 0 M " ........ M " ".... \ .", " Vl :;: 0 '-...... (~ ... -<: ~ ... '" P< 0 'tl :> g 0 . - , ... " '" ;.-.... '" M " M ... ... ;:t: Ul f~ Ul '" ..... ~ .", ,0 M bIla Ul ... '" " " :>: ,~ '" U L-1:,1t ~. ~I f:.1 -'ld ..<J I. ~ ocr l;~ ~ <- < z < >11I ~:J 0::: lIlZ It: Z we :t z ~ ,g > ~ a: r: ~ u. l1. It ~ 000 - :t "0 W ~ to _ . < Z u ~ ' wllllt~~ ~~'C)(~ o lr: ,0 III :r ot A m ~ X 0. t: . a: 1.1 0'" , ~ < ~ u 0 ~ 0. :t " . o ~ Ul ..... ~ ,.., ~ ".. z o ..... ~ ~ J REV, lB07 (AS) (02-84) INHERITANCE TAX STATEMENT OF ACCOUNT [IACN 101 tOATE Qll:24-84 FILE NO, 21 81-0568 COUNTY CllH5ERL&ND THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT MAKE CHECKS PAYABLE TO, REGISTER OF WILLS, AGENT. . ESTATE OF BALLEW DATE OF DEATH 06.:-11-81 NOTE: TD INSURE PROPER CREDIT TO YOUR ACCOUNT SU8MIT TD THE REGISTER DF WILLS OF THE ABOVE COUNTY.. THELMA G CARl, B STONER JR ESQ 408 DAUPHIN BLDG HBG PA 17101 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE C!~ ..A.L9~~ .1.:HJ~ ..L!~E. .. . _ . . .. .. .. .. .. , - .. . .. .. . .. , - .. . - .. . . - .. . .. .. , .. .. . - - .. .. - .. . .. . - .. .. . .. .. .. .. .. .. . .. .. INHERITANCE TAX STATEMENT OF ACCOUNT .. ESTATE OF BALLEW THELMA G FILE NO, 21 81-0568 ACN 10J. DATE 09-24-84 ,_,_ w___"___ 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: 03-19-82 PRINCIPAL TAX DUE:.................,.........,......,....,........,......,.........,....,..............,....,..........,..,.............,..'...............,........' 6,404.07 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DATE NUMBER 02-11-82 010820 06-18-82 REFUND 07-10-84 061371 08-28-84 087406 DISCOUNT + INTEREST (-) .00 .00 104.09- .05- AMOUNT PAID 6,404.46 320.59- 421.11 3.21 INTEREST IS CHARGED FROM 08-29-84 TO 10-09-84 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.- TOTAL TAX CREDITS 6,404.05 I BALANCE OF TAX OUE .02 I INTEREST I I .00 I TOTAL OUE r .02 (If B.l,ncr Due I' less than ".00 no p'Vment IS reqUIred) . IF PAID AJTER THIS DATE SEE REVERSE SIDE FOR CAL.CULATION OF ADDITIONAL INTEREST RETAIN THIS PORTION fOR TOUR RECORDS ; " (" Cl. " " ..; tJ I~, I , ,- C.l , (~v': e! 'I,J O~~ ,~ 1 (.J". :L: W- i..._) n:L1... "'" 1~~U ~ ',' Interest: If an~' tax due is paid within three (31 months after the decedent's death, i 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 lax 01"1 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 dille to date of payment on anv 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: Delinquent Date. Annual Interest Rate Daily Interest Factor Discount: 5/27/43 to .nd including 12/31181 1/1/82 to and including, 12/31182 111/83 to and including 12/31183 , /1/84 to and including 12/31/84 6% 20% 16% 11% ,000164 ,000548 ,000438 ,000301 . Those estates thal become delinquent on or before December 31, 1961 will maintain a constant interest rate. The rate in effect when the tax fIrst becomes de:linquent will remaIn constant untIl the delinquent tax balance is plid in full, , Those estates that become delinquent on or after January 1, , 982 will contain a variable interest rate, Thus, taxes that remaIn outstanding from calend.r year to calend.r year will be subject to the different fates 1M 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 outstlndlng for more thin one calendar ye.r, a sep.rate interest determination must b, made for e.ch yeaf at the applicable rate. (Only one calculation IS necessary if the estate malnt.ins the const.nt mterest fateJ Any Notice Issued .tler the t.x becomes delinquent WIll reflec~ ar'l interest caiculation to fifteen (15) days beyond the date of the notlte. If payment IS made after the interest computation date shown on the NotIce, addltlonal interest mus.t be calculated. To Remit Payment: Detach the top portIon of tl,IS NotIce and submit With '(our payment to the Rtgister of Wills of the .:ountv shown on the Notice, . Address information IS listed on page 13 of the booklet. ~lnstructlon5 fOf Inheritance in:: Return for a ReSident Oec&dent." . Make check or mon.v order payable to: Register of WIlls, Agent.