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Home My WebLink About81-00571 . CJl ..: >< H Eo< ~ ~ ~ Z , >< 0 CJl CJl ~ Z u: ~' 0 p. I") , ~ P< ~ H ..: l!:: p: ..... CJl l><: ~ ! ..... <~ 0 ~~ f-t ~Ill ~ IllZ 0 CJl ~ III p: Z~ III f>l ~~ sa ~ ~H ~..: ~ H P< . ~ :~ Eo< ::l E; ~ ~ ~~ ~ .,.. (X) . ,... wg N J! "" III ... . j -1. 1East Ifill &nb Westameut OF ANN AILEEN BALL I, ANN AILEEN BALL, of East pennsboro Township, Cumberland County, Pennsylvania, declare this to be my Last will and Testament, hereby revoking and making void any and all wills previously made by me. I. I direct that all my just debts and funeral expenses, including my gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I bequeath my automobile, household and personal effects and other tangible personalty of a like nature (not including cash or securities), together with any existing insurance thereon, to my husband, HARRY W. BALL, provided he shall survive me by thirty (30) days. Should my husband, HARRY W. BALL, not be living on the thirty-first (31st) day after my death, I bequeath my automobile, household and personal effects and other tangible personalty of a like nature (not includi.ng cash or securities), together with any existing insurance thereon, as follows: A. I bequeath my eight day wall clock to my nephew, DR. DAVID P. OLINGER, of North Tazewell, Virginia, pro- vided he shall survive me. B. I bequeath the portrait of my husband, done in charcoal by ~Irs. Cofer, to my niece, KATHERINE OLINGER MacMILLAN, of Virginia Beach, Virgini.a, provided she shall survive me. C. I bequeath the sterling silver soblets to my ~.1> 5~H niece, BET'rY JANE OLINGER GRYL, of Parlin, New Jersey, provided she shall survive me. D. I bequeath my oil painting of birds by Karen Thompson to my friend, LEORA H. THOMPSON, of Harrisburg, pennsylvania, provided she shall survive me. E. I bequeath the portrait of the horse, "Stallion at Sunset.", to my niece, VEEANNE MAYS CRENSHAW, of Rich- mond, Virginia, provided she shall survive me. F. I bequeath the Hugo paintings consisting of a portrait of Harry W. Ball and two still 1ifes to my niece, BETTY JANE OLINGER GRYL, of Parlin, New Jersey, provided she shall survive me. G. I bequeath the portrait of myself to my nephew, V. KENT MAYS, of Richmond, Virginia, provided he shall survive me. H. I bequeath my gold bracelet to my niece, KATHERINE OLINGER MacMILLAN, of Virginia Beach, Virginia, provided she shall survive me. I. I bequeath my automobile, the balance of my household goods and personal effects and other tangible personalty of a like nature (not including cash or securities), together with any existing insurance thereon, to my brother, WOODROW M. MAYS, of Orlando, Florida, provided he shall survive me. III. I devise and bequeath the residue of my estate of every nature and wherever situate to my husband, HARRY W. BALL, provided he shall survive me by thirty (30) days. IV. Should my husband, ImRRY W. BALL, predecease me or die on or - 2 - 535 before the thirtieth (30th) day following my death, I make the following specific bequests: A. I bequeath the sum of One Thousand Five Hundred ($l,500.00) Dollars to my sister-in-law, UNA LEE MAYS, of Richmond, Virginia, provided she shall survive me. B. I bequeath the sum of One Thousand ($l,OOO.oO) Dollars to my niece, BARBARA ANN CAIN VALEDO, of Rialto, California, provided she shall survive me. V. Should my husband, HARRY W. BALL, predecease me or die on or before the thirtieth (30th) day following my death, I devise and bequeath the residue of my estate of every nature and wherever situate as follows: A. Fifty (50%) percent thereof to my brother, WOODROW M. MAYS, of Orlando, Florida. B. Twenty-five (25%) percent thereof to my niece, BETTY JANE OLINGER GRYL, of Parlin, New Jersey. C. Twenty-five (25%) percent thereof to my niece, MARY CECILE NEEL MARTIN, of Bluefield, West Virginia. I I I I I I i , i I In the event that any of the above-named residuary benefici- aries shall predecease me, I devise and bequeath his or her share to his or her then-living issue, per stirpes, and in default of any such issue, his or her share shall be added to the other shares of my residuary estate in the same proportion they now bear to each other. VI. I appoint my husband, ltARRY W. BALL, Executor of this, my Last Will. Should my husband, HARRY W. BALL, fail to qualify or cease to act as Executor, I appoint my brother, WOODROW M. MAYS, Executor of this, my Last Will. Should my brother, WOODROW M. MAYS, fail - 3 - 536 REII.~n ('.181 COMMO~WEAL TH OF PENNSVLVANIA OEPOTMENT OF REVENUE BUREAU OF FIELD OPERATIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED IN THE NAME OF A RESIDENT DECEDENT '* ~~_._--_._.- .....--.-- DATE____H_3j_~2 APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: ApplicDtion is hereby mode lor coosent to the tronsler 01 the following .ecurities 01 a Pennsylvania ,Corporotion or a National Banking Association located in Pennsylvania: (0) 40 (b) WEIS M.\RKETS, INC._______,______uu____(cL__c;~l\nmon- - (NOTE: In describing securities enter in (0), ob <Ne, either the number 01 shores 01 stock or the lace amount 01 registered bOlds, in (b), the nome 01 the issuing company and in (c) the class 01 stock or the stated interest rote and maturity dote 01 reqistered bonds.) 3/26/65 ISSUED ON 12/22/71;4/1/65, and having 0 TOTAL MARKET VAtUE OF $ l, 345 .00 (Date) ANN AILEEN BALL a/k/a os 01 the dote 01 death 01 the decedent, nNNnu II TI.p.F.N HIII.I. (~amo af Decedent) , on qfll fRl . (Date of death) I \ . I who was late 01 218 Wood Street->--_ Camp Hill__,____ Cumberla)1d_____ PA (Stroet and ~umber) (Post Office) (Caunty) (State) Harry W. Ball (Husband DaD 1/2/81) The securities ore registered os lollows: _..&.-AnILAileen..BalL--------------- (~Qme or names In which certificates ate regl5tered) ~IR:Ai[Iai) EXECUTOR ) woonROW M--JlAYS-._3.1Do....curry--Eord ,.Road __-AIlL-_Ji::l.t-..Qrl ando . (Name) (Add,...) Florl.da 32806 NAME OF APPLlCAN1M~~l Myers, Flower & Johnson COUNTY FILE NUMBER2l-8l-571 ADDRESS OF APPLICANT P.O.Box 125, Lemoyne, PA 3 'BUREAU FILE NUMBER __SIGNATURE OF APPLICANT NOTICE: IF YOU FAIL TO PROPERLY FILL III ANY PORTlOII OF THIS A CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU . ____.____.,.._..___.~.____._.______~____. __~_.__._ l' - _.__~_.__. _.....___... _....______..____~_______ I COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE ' i CONSENT TO TRANSFER SECURITIES fjJ;j, dj;" '. DA TFk!~-<<M..lLl7' ",", I hereby consent to the tronsler 01 the above securities now registered in the nome 01 the aloreJ' i Decedent and waive the Iiling 01 a certificote certilying to the payment 01 the tronsler inheritance tax to which the property 01 said Decedent is made subject pursuant to the provisions 01 the Act 01 June 20, 1919, P.L. 521, os omended and the Act 'of June 15, 1961, P.L. 373. as amended. This is also in accordonce with the provisions of the Act 01 April 9, 1929, P.L. 343. This Consent to Tronsler the herein described property operates only in relerence to the estate 01 the obove.named Decedent. *t.. (\ " . ,'- Signed lor, the Secretory 01 Revenue BY_",dJk.,'UdJ a__.~- ') \5100.1',.1 ' ,.: Ir&.:14.) ~/)tk-tUl~ , f~'J' (Count,) v RE\I..~17 ce..uJ COMMOHWEA~ TH OF PEHHSY~VAHIA OEPARTMEHT OF REVEHUE ~UREAU OF FIE~O OPERA TIONS APPLICATION FOR AND CONSENT TO TRANSFER SECURITIES REGISTERED iN THE NAME OF A RESIDENT DECEDENT '* DATE ___U1L!tL__ APPLICATION (MUST BE FILED IN TRIPLICATE) TO THE PENNSYLVANIA DEPARTMENT OF REVENUE: Applicalion is hereby made lor consent to the transler of the lollowing securities 01 0 Pennsylvonia Corporolion or 0 Nalional Bonking Association located in Pennsylvanio: (0) lO 2 (b) GULF __QIk._ CQJ{PORATJ;Q.R___,___,___ ---.- (cLs:;Q!lU1lP-ll------- (NOTE: In describing securilies enter in (a), ab Ole, either Ihe number 0/ shores 0/ stock or the lace amaunl 0/ regislered bonds, in (b), Ihe nome 0/ the issuing company and in (c) Ihe class 0/ stock or Ihe slaled inleresl role and maturity dole of regislered bonds.) ISSUED ON 4/4/72; 7/l8/72 ,and having 0 TOTAL MARKET VALUE OF L~!_703. 88 (DOlO) ANN AILEEN BALL a/k(a os of Ihe dale 0/ dealh of Ihe decedent, ANN~H AILEEN BALL ,_., on q/11/R1 (Nomo of Decodent) (Dote of death) who was lale of 218 Woo(LStr_E!~t,_____ Camp Hill ...__Cu~~rlan~---_--_ PA (Street and Number) (Past Office) (County) (State) Harry W. Ball (Deceased January 2, 1981) The securilies ore regisler~d as /ollows: & Mrs. Ann Ai lee I'L.Ba IJ,--,_'tElIL Ent '-,--,- (Name or names In which CClrtlflcates ore registered) AlWdiIiiRAiiR) EXECUTOR ) w""oroW-M. M"y" 170.lLCu.rJ:,y FnrcLBoad,__..Apt.....w.::l.. Or] an do . (Homo) (Add,...) Florida 32806 NAME OF APPLICANT __~1i,-.MY,er.s,..nQ~J; & Johnson PA l7043 ADDRESS OF APPLICANT...!'.' 0 '- .... COUNTY FILE NUMBER21-81-571 I BUREAU FILE NUMBER SIGNATURE OF APPLlCANT_~ - NOTICE: IF YOU FAIL TO PROPERLY FILL IN ANY PORTION OF THIS API' I nOW, CONSIDERED COMPLETE AND WILL BE RETURNED TO YOU FO MPLETION. , ~e _ .--.. ".-_.--" .--.--.-.-......--..- COMMONWEALTH OF PENNSYLVANIA - DEPARTMENT OF REVENUE CONSENT TO TRANSFER SECURITIES 0) 'tJ DATErd~'r:r~ I hereby consenllo Ihe Irans/er o/Ihe above securilies now registered in the nome o/Ihe ar;;-;;;;;;l!l1- , ...---.----....-.- ..---- --...-.-- Decedenl and waive Ihe /iling 0/ 0 cerli/icale cerlifying 10 Ihe paymenl ollhe Irans/er inheritance lox 10 which Ihe properly 01 said Decedenl is made subjecl pursuanlto Ihe provisions 0/ the Act 0/ June 20. 1919, P.L. 521, os amended ond Ihe Acl 0/ June 15, 1961, P.L. 373, os amended. This is also in accordance wilh Ihe provisions , o/Ihe Acl 0/ April 9, 1929, P.L. 343. This Consenl 10 Trans/er Ihe herein described properly operales only in reference 10 Ihe eslale o/Ihe abave.named Decedenl. .,., .~ r: . t\ "'"- Signed lor Ihe Secrelary 0/ Re.venue 1)' -~ "/fu- ",,/ "1 /1, ~ By__ _1;21,<j (;-- ' (.~-- ). (Sivn/Y'urol; !Jr" , ' ' t:.) j!1/ /'I'7~1!L T; ~.... (~y) ,\ , ::- ~. . \0 c. n ".: t,.' tt f? ~~ ....-. o(~ ", ;~J.R <'>w W('"': po U a: UE.V'I~OO I II , I'j 1111 I HUlIlAU Of fKAMINArION INflEllllANCf TAX BETUHN PENNSYLVANIA DEPARTMENT UF REVLNlll IlESIOEN' DECEDENT . P,080K8J21 2 21-81-571 HARRISHURG. PA 1110b /1 3/ :J J 1 -=-~.,...." ~':'~=~~~";:II;~-~(ld~I, hr~l. dllll Mnlllh'llllllilll j Ol!tlldl'III'S Alltll855 , """,,,M"'. ^" ^''''", ../,/., ^"""" '" k"'~;~': ~OOJ '::::,~~~ I Social St!Cllllly NumtllH I UJIl1ut Dt!dlh Camn II i J ], P^ 170.11 : 2Jl-09-G252 ~/1]/8] : 'CHECK' I, Oli~n.1 Return [J 2 SUlllllolllolltal Holurn [J -----~, R.'~=~~; Rllurn 0 1 APPRO. I PRIATE ! 4, I.ill ElI"" [ ...J 5, FR"d""IR ElIII. 'd" eturn equne, 6. DecedenJ di,d IBltllB 0 1, O.Cld.nt mainllined I living 0 IAllleo copy of WillI X .__,_ _" __,_ Iru,llAnlch copy o. uU'11 All correspondence Ind confidlntial till: informltion should b. directed to: o 8, Number o. 11'" dlpo,it n bo," invlntorild ll..J CORRE. SPONOENT Nlml I 1 - ---~-------------------_.~ Jerry M ers Tlllphonl No, 717-761-4540 R. Duffie, Esq. M ersL F1owe,!:..-L<Tohnson___ }ldd.... P. O. Bo 125 Lemoyne, PA 17043 Cltv SIIII Zip RlClpi'ulltion 1. Rill Estltl (SChldull AI I 11 55,000.00 0; 2. Slock. Ind Bond. (Schlllull BI ( 21 37,564.54 '" :":1ffl 3. Closelv Hlld Slock/Partnenhip IntlllSl (Schldull CI I 31 :'~ln '.:.:, 4. Monlllges and Notll (Schldull 01 ( 41 '- '::":) " 'Cl 5. Cesh & Misclnlneou. Plnonll Proplrtv (Schedull EI (51__ 23,587.84 '"' :--....: 6. Jointly Ownld Property (Schldull FI I 61._,__1_l,,34 3.05 "(1 1. Tronsfon (Schedull GI ( 7I______-:Jk__ 117,49~.43 8. Totll Gro.. A..IU hOlll IinlS 1,71 ( 81 9. Funa'll Expe:ulS Administrativ. COIII/Miscellaneoul E,plnll. (Schldull HI ( 91____.1.1.,747.68 cl 10. Olbu/Mongages/liln. (SchlduleU (101_____.9l3.16 11. TOIII Olduclion. hotlllines 9 & 101 (111 22,660.84 12. Net Vllul of EltlllWnl B minu.linl 111 1121 94,834.59 :AlCU. 13. Chllhlbll BlqulSt. (Schldull JI (131 -0- .ATION 14. Nit ValullUbjlClto 'Ik Ilinl 12 minu.linl 131 1141 94.8 34.59 Compu...ion 0' Tox 15. Amoun. of linl 14t..ehll II 6% roll (includl values from Schldull KI 16. Amount ollinl 14 t..lbll 1115%,," (include vllu.. from Schldull KI Principal II. dUI (Idd II. from line 15 plu,'.. from line 161 TOIlI P,ior plymlnts: (0) Amoun. Plid (bl P1u. Discount ltl Minu.lnll'lIt ___ 19. Bolenco OUIWn. 11 minu.lin. 181 Mike Check Payehll'o: Regllter of W,llI. Agenl Int. 6/11 to 7/11 .. . PlEASE RECHECK MATH... 'Ibta1 + Int. 1151 -- ----------.._- -----.- ,,06. 1161 __..2 ~l.!l:l_i .~2_.____ ..15. l4,225.l9 11. 18. 1171 14,225.19 7i?9.,.Q(l 1181_.__" ,,_.?_6(b.Q~.__ 1191 13,465.l9 67.33 -Interest 13,532.52 Under Pfrlllties 01 p.r;urv. I decllr. (hit I hlv. Ifl(.min.d HilS return, mcludmlJ accompanymg sthedull!s and IIltemenU, ,nd 10 the b.1I of my "nowlldtt \e bali,f. it is .rue, correCl, Ind complel'. Oecl.ration 01 prep.rer other Ihln Ihe pIlSonl' representative is b.ud on III inrormlllon of which prep.,,, hIS Iv~nOI~gl~ .L.. I (,/./ ("" , 3700 Curry Ford Rd., Act W-l -r;: "cl' '/6'fL ~11'V'/i"~J.) Orlando, Plorida 32806 -.Jf.t" .J r. Ie ATURJ OF PERSONAL REPRLSENT ,(nV((SI AIJORESS --.----.- otTr:--- WOOdrow M. Mays. Executor "__,.._ ~~__._m______.__ ____ _.. ,"-"+ ------...-- AI'IIHI.S~; :::IZtne ZJ' Iftfz.. , , - .,--. ._-- OAt( lIY.15Ot1xt ("'11 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE "F" ' JOINTL V OWNED PROPERTY ESTATE OF FILE NUMBER ANN AILEEN BALL a/k/a I\NNAB AILEEN BI\I,L 21-81-571 (Thlllchedull mUlt b. compl~ed If thl decedlnt, It tha tlma of hll or har d.ath, owned anv property II a joint t.nlnl with Ih. right of lurvlvorlhlp.. Jolntten.nt(s) : NAME A. Woodrow M. Mays ADDRESS 3700 Curry Ford Road, Apt. W-l Orlando, Florida 32806 RELATIONSHIP TO DECEDENT Brother B. C. Jointly owned property: ENTER ITEM LETTER FOR DESCRIPTION OF PROPERTY TOTAL VALUE DECEDENElJ DOLLAR VALUE OF NUMBER JOINT TENANT OF ASSET %INTERE DECEDENT~INTEREST 1. A. First Federal S/L Acct. No. 2-1-713213 DOD balance, plus accrued into Joint with decedent and \'1oodrow M. Mays as of 8/3/81 l,343.05 1,343.05 TOTAL (Also enter on line 6. Recapitulation) $ 1,343.05 (It II'nOre ~ II nNdld InMl1 eddltlonel ahMtl 01 .,"" Ilrel .V.ItIO,.t 1"11 . I COMMONWEALTH OF PENNSYLVANIA . INHERITANCE TA)( RETURN RESIDENT DECEDENT ~__. .__~o__~_.'_K___ _0---' ----- ESTATE OF ANN AJJ.i'EN BALI, a/k/a ANNAB AILEEN BALI, SCH'OULE "0" J TRANSFERS ------- FILE NUM8ER 2l-81-571 1. Old dutedunl maku anv Iltu\lmo Iro,,,'o< a' p,opurtv wlthoul rucuivlng 0 valuable and adequate consideration which was to taka allacl In pOllollion ond onjovment ot or altor death. or In which the decedent retained either: YES NO a. tha pOlI"ulon or anjovmenl of or tho right to Income from the property transferred? or, b. thl right to dellgnlto the pursonl who shill po"e" or enlov the propenv trlnsferred or Income; or c. . tlvll'llonlrv lntorost? ------.-------------- - - ---------- 2. Did dlCadenlln hll Iltetlmo make a tran"er. the consideration for which was transferee's promise to pay income to. or for tha benefit or care of. decedent? ----------- - - ----------- ------ --- 3. Did dlCedlnt, It Inv time, transfer ptopenv, the beneficial enjoyment of which was subject to change because of a tllltved poWlr to liter, amond, or revoke. or IMllch could revert to decedent under terms of trensler or bV operet,lon of IIw7 -- ------------------ ----- ----- ,... Did dlCedent within two vears of deeth tranlfer a material pin of his or her OItate without receiving I valulble and edlqUltl considlrltlon? - --- -- -- - -- ------- - ----- - --- DECEDENT'S DOLLAR VALUE ITEM ASSESSED TOTAL VALUE % OF DECEDENT'S UMBER DESCRIPTION OF PROPERTY VALUE OF ASSET INTEREST INTEREST A. Raal Estate: 1. I B. Personel Property: 1. Fully accounted for on Schedule"F" Jointly Owned Property. -- TOTAL (Also enter on IInl 7. Recapltulltlonl . IF THE ANSWEII TO ANY OF THE ABOVE QUESTIONS IS YES, DESCRIBE THE PROPERTY BELOW. Ctt mo,. .-ce .. nNdlld InNtt edclltlon" Jh..a of ..,.. 11..1 SCHl:DUlE "H" J :OMMONW~Al IH OF PENN,SYlVANIA FUNERAL EXPENSES. H\IHERITANCE TAX RETURN ADMINISTRATIVE COSTS AND RESIOENT DECEDENT MISCELLANEOUS EXPENSES , .TATE OF.... --- .. ."...- .., -.-.-...~~~~ ~==-==.FilE.NUMBER--. ANN AILEEN BALL a/k/a ANNAl! AILEEN BALL 21-81-571 ITEM ~UMBER 1. 2. 1. 2. 3. 4. 5. 6. 1. 2. 3. 4. 5. 6. 7. ,8. 9. 10. ll. l2. l3. l4. DESCRIPTION A. Fun...' e.pen...: Myers-Hall Puneral Home Rolling Green Memorial Park - open & close vault 8. Admln;"'.'i... Colli: Pwaonal RIPf_I.II...eommlllio", - Woodrow M. Mays AncwMyF_- Myers, Myers, Plower & Johnson Notary Fees - all documents Register of Wills - Probate Cumberland Law Journal - Advertising Patriot-Evening News - Advertising C. MIICIlI..- bperwa: Claude C. Wolfe - household C~ods appraisal Joseph Nell - Coin Appraisal Landis Jewelers - jewelry appraisal Dan Barninger & Assocs. - real estate appraisal Vital Statistics - addl. death certificates - stock sale Register of Wills - short certificates & tax waivers Register of Wills - File Inventory & Inheritance Tax Ret. Commonwealth Natl. Bank - Safe Deposit Box Rental Maintenance of Real Estate prior to sale: A. East pennsboro Township - Sewer B. Bell of Fa. - telephone service C. PP&L - Electric Service D. UGI - gas service E. Riverton Water Co. - water service Expenses - sale of real estate A. Gaughen-Wood Realtors - real estate commission B. Pa. Transfer Tax C. Notary, Trash & Tax adjustments Maintenance of lawn prior. to sale Reserve for filing acct., Dist. & Releases Jerry R. Duffie, ESQ. - Expenses in re conference in Florida with Executor & execution of documents Expenses - sale of stock - commission, Exch. Pee & Tax . .TOTAl (AI.o .",., on hn.lI. R.capilul.,ionl (I' .n.... _I...... ..__-.rt I,.....' ....lIlIonel.h.....f ..'n_ .t,.t AMOUNT 2,103.00 150.00 5,800.00 5,800.00 5.00 126.00 18.00 25.11 85.00 15.00 40.00 100.00 60.00 70.00 15.00 l2.00 96.00 38.62 40.78 215.84 23.87 3,850.00 550.00 26.36 16.00 200.00 1,300.00 966.10 . 21,747.68 , COMMONWEALTH OF PENNSYLVANIA I. COUNTY OF CUMBERLAND .I 55: WOODROli._~,_/:IAu'!,!Lu_,___" ___ _._.u_____ .-.------- - being duly sworlL-..__.,_ eccording 10 lew, deposes eud says thet he is Executor ___..'u___ of the Estate of nNN AILEEN RnTT, late of ~1!_sj;_,P._~l1l1,sboJ:o_,Townsl1ip.. _______, Cumberlend County, Pe" deceased end that the 'th" . t db" . th 'd Executor WI In IS an I"Ven ory ma e y _.-.LJ.~m....._____ _ n. ___ -------1 e sal ______ of the entire estate of said decedent, consisting of ell the personel prop.,ty and real estate, e.cept real estete outside the Commonweelth of Pennsylyenia, end thet the figures opposite eech item of the Inyentory represent it's fair yalue es of the dete of decedent's deeth, Sworn to and subscribed before me, ;( :;- 19f?~ -~%~(~..........- Executor -,^"MiJdHC(tI€c Woodrow M. Mays ___3700 Curry Ford Road, Apt. W-l Orlando, Florida 32806 Addr." NOiAl'r f'tJtH,( ',!."If ur flOilOA AT 1l\'((000\M15~r"" [DrIB lAY. 198J IONlB) IHW ClIoOAlINS, lHUlnlllltS 11th Dete of Death ____. Day September Month 1981 Y.u INSTRUCTIONS I. An inventory must be filed within three months efter appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional a..eh. 3. Additional sheets may be etteched es to personelty or realty 4. See Article IV, Fiduciaries Act of 1949. -- .' I :'" L M 1_;' "-' .. 3l".: Z 0 w~ gl I"- lII::~ ..-I 1_-., Z o<l: lI: 0 p. .., . III .,; ... Cll ~ "- ~ I: w .>: ~ c: ;>, ~ "" I- ~~I .. ~ ~ w ~ .. 11. U . 0 VI .. 0 ...Cll 0 w C ... "" w .. ~ ~...l I- :I: 11. ... I- -' u. ~Ill! ~ ~ Z < 0 o . u. ... 11. . :", w < w III ' > 0 Z "" Z] ,;. III <'" z ~1 - c: ..... Z 0 " C ww ~ w - VI Z t&.l...:li 0 ~ X 0 "" 0 Z w <( ...:3 H! .... 0 11. HfC:Ci ." III o<l: I " . - .. III . lI:: -;: Zo<l:, 0 .. c: 0 ZZ: oS> ~ .... W .. E 0 ~, . o<l:Z, - ~ ,: III " .::: .. ... 0 ... Inventory of the real and personal estate of ESTATE OF ANN AILEEN BALL a/k/a ANNAH AILEEN BALL deceased _'m _,__ ~.- ,....- . . 1. Real Estate - No. 218 Wood Street, in the Township of East Pennsboro, Cumberland county, Pennsylvania. (Deed Book A, Vol. 20, Page l29) Sale Price - 2. Coins & Medals - appraised value 3. Jewelry - appraised value 4. Household Goods - appraised value Sterling Silver Goblets - appraised value Oil Painting of Birds by Thompson - appraised value "Stallion at Sunset" - appraised value Still Life (Hugo) - appraised value Gold Bracelet - appraised value Portrait - Harry W. Ball (Adeemed) Portrait - Ann Aileen Ball (Adeemed) Eight Day Wall Clock - (Adeemed) Automobile - (Adeemed) 5. Bank Accounts: Commonwealth National Bank Checking Account No. 112-103866-2 Savings Account No. 25-0010782-2 First Federal Savings & Loan Assoc. Certificate No. 227-213086 - Balance, plus into 6. Stock: 10 shs. Union Carbide Corp. @ 49.00 p/sh 40 shs. Weis Markets, Inc. @ 33.6250 p/sh 162 shs. American Home Products @ 30.l250 p/sh 60 shs. Exxon Corp. @ 33.1250 p/sh l19 shs. Harsco Corporation @ 19.75 p/sh 67 shs. Monsanto @ 65.25 p/sh l02 shs. Gulf Oil Corporation @ 36.3125 p/sh l5 shs. Norfolk & Western Railway @ 40.3750 p/sh 54 shs. Standard Oil Co. (Indiana) @ 54.0625 p/sh l38 shs. Standard Oil Co. of Calif. @ 41.1250 p/sh 24 shs. General Telephone & Electronics @ 29.3125 p/sh 49 shs. Norton Simon, Inc. ($1.60 Pfd.) @ 85.6250 p/sh 45 shs. Houston Industries, Inc. @ 19.1875 p/sh 50 shs. Sears, Roebuck & Co. @ 16.8125 p/sh- l20 shs. Pacific Gas & Electric Co. @ 21.9375 n/sh TOTAL 5,000 00 262 00 372 05 2,375 50 1,095 00 20 00 28 00 l7 00 No Val e 2,8l2 27 3,677 38 l2 , 928 64 490 00 1,345 00 4,880 25 1,987 50 2,350 25 4,371 75 3,703 87 605 62 2,919 37 5,675 25 703 50 4,195 62 863 44 840 62 2,632 50 l6,152 38 t .... -, IN THE COURT OF COMl-10N PLEAS 01" CUMBERT.AND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-81-571 IN THE ESTATE OF ANN AILEEN BALL a/k/a ANNAH AILEEN BALL LATE OF THE BOROUGH OF CAMP HILT. ACCOUNT OF WOODROW M. MAYS, EXECUTOR STATEMENT OF PROPOSED DISTRIBUTION Balance for Distribution as Per First and Final Account $ 75,788.55 DISTRIBUTION TO: WOODROl~ M. MAYS One-Half Residue Cash $ 35,000.00 TO: BETTY JANE OLINGER GRYL One-Fourth Residue Cash l7,500.00 TO: MARY CECILE NEEL MARTIN One-Fourth Residue Cash 17,500.00 Retained for further Administration 5,788.55 '$75,788.55 STATEMENT OF REASONS Decedent died Testate survived by the three (3) individuals named above who are the residuary legatees. After satisfaction of the specifically bequeathed household goods, paintinqs, jewelry, coins and medals and the two (2) cash requests, the residuary estate is divided amono the three (3) individuals in accordance with the Will of the decedent, reduced by the an~unt of $5,788.55 reserved for further administration. A~~I Y1r~ WOODROW M. Ml\YS ll:'~:: J.' '- ,..~. .....' d 05 'v = :n ..:;rrl " ~""') <.~ ,', " ,., ; ,- ~ .. ~ . " .:i ;.-, ',:: ,- Z Ul H 'n " .. ..: H ~ .. 0 ;;:; -g .. [il H ~ :... '; " rJl H ~ [il ::r: :z: " .E 5: ~ '" ~~ ~ 1'4 Eo< . 0 -5 " .' J '"' E Z ..: 1'4 0 H ~ ", i~ ~ 0 ~ ~~ III H :;.; [il Eo< ~ ~ " " .., r-. " ..: rJl ::> " " :: " - ~ ~ ~ f: 'n dj ~ ~ 0 .l<: U ..: III " ,,", (.' " ~ ~ 0( ,S! ,JO " '"' ~ . H " . .~ H 'C B " ." " ~ < . ~ t t: 0 .:> [il III H r-.:>< U r-. 0:: c " ~ ~ " . Z U~H ;;: ~ 0 Eo< ~ 0 Eo< 'j', OJ> .. if, " ~ ~ t I>l . I>l c ::s " ~ ~ .. t OM H SO Ul .....,;1 ." 5 ~ 0 t Il< Il< r-. r- Eo< ~ III ::r: Eo< H E ~ m . ~ ~ o Eo<l!1 Ul t.:J0 :z; 0 ..., c:: '" S 'I;. '", ~ ~ . . . " c "' r: " " ~ , 0::1 iii III :z: ::> u": ~ :!.: " E " ... z . E-<!::>M ~ 0 H Cl '[: r.. S ":;1 'I) OJ t:: . . ::l ... ~ 0 . 0:: 0'" [il :z: [il 0::0 :z: [il [il ~ ~ ..:.: ,. .:: ~ 0 ~ c ~ ~ , ~ ::> UI i.E [il H 0 ~ ~ ~ Ul ~ ... " C ci c . r.1 ~ " :... ~ . o M [il H III 0 ~ u -~ ., .. oJ " u " 0 . U - N H ..: [illil~ fo< 1'4 ~ ~ -~ ~j ~ ~ Ul :z: H Ul 0 ~. c .~ ~: ~ ... [il ~ . H ..: ;:j i.E~Ul 0:: " ~ .;:; '2 ] ::r: 0 ~~ 1'4 ;", " " ... .~ .. . E-< ::r: :z: :z: :z: <li E u ~ c " ... Po ~ ~ r-.Or..; ~ '"' c ~ ~ c :z: f:) 0:: ou 1'4 ~, E V :i " ~ ~ " H 0 n ~ '';:: 'F " ~' <li '" ~ ~ :: ~ :E " E 2 .?:. ~ ~ 9! ~ - .' - ~ ..., ~ Inventory ot the Ieill anu pelsonal C5\il'" 01 ES'I'^,I'E OF ANN A I LEEN BALI. a/k/ a ANNAII AT LI':EN BAl,l, ._n____"_'__" --- -. -- ueceased ...-.-- .-.-_. .""... .. . "..-' --- .-. ....' .-. . - . ,-. .-_. .." _------ .._____,'_d______' -. . -----..--.-------.- 1. Real Elltatc - No. 218 \~ood Street, in the Township of East Pcnnsboro, Cumberland counLy, pennsylvania. (Deed Book A, Vol. 20, Page 12<)) Sale Price - 2. Coins & Medals - appraised value 3. Jewelry - appraised value 4. Household Goods - appraised value Sterling Silver Goblets - appraised value oil Painting of Birds by Thompson - appraised "Stallion at Sunset" - appraised value Still Life (Hugo) - appraised value Gold Bracelet - appraised value Portrait - Harry W. Ball (Adeemed) Portrait - Ann Aileen Ball (Adeemed) Eight Day Wall Clock - (Adeemed) Automobile - (Adeemed) value 5. Bank Accounts: commonwealth National Bank Checking Account No. 112-103866-2 Savings Account No. 25-0010782-2 First Federal Savings & Loan ASSOC. certificate No. 227-213086 - Balance, plus into 6. Stock: 10 shs. Union Carbide Corp. @ 49.00 p/sh 40 shs. Weis Markets, Inc. @ 33.6250 p/sh 162 shs. American Home products @ 30.1250 p/sh 60 shs. Exxon corp. @ 33.1250 p/sh ll9 shs. Harsco Corporation @ 19.75 p/sh 67 shs. Monsanto @ 65.25 p/sh l02 shs. Gulf Oil Corporation @ 36.3l25 p/sh l5 shs. Norfolk & Western Railway @ 40.3750 p/sh 54 shs. Standard Oil Co. (Indiana) @ 54.0625 p/sh l38 shs. Standard Oil Co. of calif. @ 4l.l250 p/sh 24 shs. General Telephone & Electronics @ 29.3l25 p/sh 49 shs. Norton Simon, Inc. ($1.60 FEd.) @ 85.6250 p/sh 45 shs. Houston Industries, Inc. @ 19.1875 p/sh 50 shs. Sears, Roebuck & Co. @ 16.8125 p/sh- l20 shs. Pacific Gas & Electric Co. @ 21.9375 D/sh TOTAL ll: :r: i:..;-,_ r~.~l (" "'" .~,''- 2,812 27 3,677 38 l2,928 64 490 00 l,345 00 4,880 25 l,987 50 2,350 25 4,371 75 3,703 87 605 62 2,9l9 37 5,675 25 703 50 4,195 62 863 44 840 62 2,632 50 16,152 38 PRINCIP~ CONVERSIONS INTO CASH, CONT'~ Gain 2/22/82 49 Shares Norton Simon, Inc. (1.60 pfd.) Inventoried at 4,195.62 proceeds - (less conmission, ElICh. FI:e & Misc. Tax/FI:e 2,337. ~ TOTAL 1,066.45 $4,855.38 Net LOSS Transferred to summary PRINCIPAL DISBURSEMENTS 1981 9728 Register of Wills - probate, Letters & Short certificates Myers-Hall Funeral Home - Funeral expenses Claude C. Wolfe & ASsocs. - household goods appraisal" Riverton Water Co. - decedent'S account period - 6/5 - 9/4/81 pennsylvania power & Light - decedent'S account _ period 8/14 - 9/15 UGI _ Decedent'S Gas account - period 8/20 - 9/21 Woodrow M. MayS _ Reimbursement for payments for: Rolling Green - opening & closing vault - $150: Mowing lawn - $16.00: commonwealth National Safe Deposit BOX rent due - $12.00 professional Pharmach - decedent's account East pennsboro Township - oct. billing Bell of pennsylvania -" final bi.11ing . Freedman, 1,anenson & Lewis - decedent'S acct. Cumberland Law Journal - advertising letters patriot-EVening News - Advertising letters Dan Barninger & Assocs. - house appraisal Vital StatisticS - addl. death certificateS for sale of stock - Landis Jewelers - jewelry appraisal Joseph A. Nell - coin & medal appraisal pennsylvania powor & Light - service 9/15 - 11/16 UGI _ gas service 9/21-io/20 professional pharmacy - bal. decedent'S acct. UGI _ estimated billing - 10/20-11/19 10/5 10/6 10/6 10/6 10/6 10/6 10/13 10/13 10/13 10/13 10/26 . 10/26 11/5 11/12 11/25 11/25 11/25 11/25 11/25 12/7 1982 rT4 pennsylvania power & Light - service 11/16-12/16 ll:.t; j,iL_ .....~ ~.,j LOSS 1,857.83 5,921.83 126 .00 2,103.00 85.00 33.42 21. 97 67.00 178.00 13.66 48.00 38.62 41.00 18.00 25.11 100.00 60.00 40.00 15.00 16.79 67.84 15.97 74.00 8.54 05 ;1;:D ,.......' j"lr'1 l:.g .- I .~ C .. 0 Z .... '" '~ ,- .... " ,- 0 ::i ~ " - ;, rn H E-i ~ ~ :~ " - ~ z Sl~ :r: 13 P:: ,~ ~ ~ :; " = 0 " 2 :-~ u ", '" 0 E-i c. r: .. ., W~ ,',/ III ~ U O. '"0 ;: " 2 '~ tIl H "- ~ U '';:: ~; :J ~ ~ .( .(r, ..' ~ tIl CJ ~ .><: U ~ " ., ., . " ~ ~ l>l H "- " r:' " ~ . i .... :> r-. III .... r-. <.; " '- " .- " . ~ " ~ riI -;: ~ ;' " ~ t . t'J p< H 0 ~ r-. 0 " " E " ~ ';0 t P< P< o.f z~o~ .... 0 H C .' " ,- riI ~ I%l G c . . ~ ~1 ~ tIl ~ '- " t~ '" ;;; " ~ . o E-ill'l ~ riI >< ~ . . " ..'.t. ., . ~ P::I I%l Z ~ 0 ..: r-.~ :; " r:;. ~ '" .~,' '"" 't .. U 'I) '" iii 0.... E-i riI g '" ~ 'fl (3 " . 0 . ::3....l :.. " ~ S ~ ~' , o OCX> tIl Z riI .... 0 ~ ~ '/J ~ "' . ~ . U UI riI riI .... 0 0 . :' -;; ,j " . e .'.; r., ~ .. o ij ~!. ~ riI H I%l ~ :;; '., :: " '" . .... .0: " ~ 'n " C ." o tIl H riI ::: <, - .. \, " = .:; .. '," " ~ ~ . .0: ;;j :r: E-i 0 " ,.g ,-.' " ,S , ... t; ~~:r:g E-i tIl P:: ~ - = Z Z p:: 0 'f .' ..-. '" .. " -'" g ~ ~ ~ H 0 " u " ~ ~, r-. 0 u C ~, :J C ~ U 0 ~ ;., :J .. ., :' " '0 , r~i~:f; l~ll~ lSf";) l: ...-:'.: . .;: . ~ :.;: ", " " ~ '" . '!~ " ..' "',", - ~~,(II "4lfMal 1.1 uonnq!115 JO GIll - .. " , ,- P \,P', P8'iOelOld &.falM (.;)IJIP!PIO::;' '" Ul pflQ~:)ap uonnq',jl'ill) nu" ^,","tn'iQ(: DoW""'O:J luno"wt'Ib'....~.. ...~ I' e.-" INFORMATION This document is the Notice required to be given under Section 709 of the Inheritance and Estate Tax Act of 196 I 172 P,S, section 24851. If the tax is paid within three (3) months after the decedent's death. a discount of 5% of the tax paid IS allowed. InherItance Tax becomes delinQuent nme (9) months after the decedent's death. Interest IS charged at the rate of six (6) percent per annum on the amount of unpaid tax, (SEE EXAMPLE BELOW) EXAMPLE: If I balilnce of tax cue of $2.000.00 IS In a 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 lable below. STEP 2 Multlpl\' the balance of tax due by the rale of interest. STEP 3 Add the interest to the b.lance of tax due. Intere" from 3-03-80 to 5-23-80 Results in: 2 Months == 20 Davs E R.te of interest = ,010 .. .00335 ,01335 Bil.nCE- 01 t." due B.J.1.e....Q1 mterest INTEREST $2,000,00 x,Q..~ $ 26,70 Balance of tax due Plus Interest to D.te of Payment (+) TOTAL tox and interest to Date of Payment $2.000,00 $ 26,70 $2.026,70 - - - - - - - - - - - - - - - - - . .. - --- -.. . - - - - - - - - - - - - - - - - - - - - - - - - - - - .. - - - . - - - - - - - 1 month .005 4 months 020 7 months 035 10 months ,050 2 months ,010 5 months ,025 8 months ,040 II months ,055 3 months ,015 6 mOr'lths ,030 9 months ,045 12 mOI".ths ,060 I dlY ,00017 " days .00186 21 days ,00352 2 dlYs ,00034 12 dlYs 00203 22 dlVs ,00369 3 dlYS ,00051 13 d,ys ,00220 23 d,yS ,00386 4 dlYS ,00068 14 days ,00237 24 d,yS ,00403 5 dlvs 00085 '5 days 00250 25 dillS ,00420 6 dlYS ,00101 16 dlYS 00267 26 dlYS ,00437 7 dlYS ,00118 17 dlYS ,00284 27 dll's ,00454 8 dlYs ,00135 1 e d,vs ,0030\ 28 dillS ,00471 9 dll's ,00152 19 d,ys 00318 29 dl\'s 00488 10 dz\'s .00169 20 011'$ 00335 30 dlYS 00500 Any plrh' In mle-rest. Including the Commonweo.!th .no the perSOl'lal represent.llve, not Slllsfled With the IPprllSC!ment .nd .uenmer'l1 mlv obJeCI wltM, 51ll:ty {GOl 0'\'$ ,her receipt of thIS Notlce a$ provloed bv Section 1001 of the Inhpflt.nce .nd Estate T'l( Act of 1961 (72 P.S. sec. 2485'" 1001l, MAKE CHECK OR MONEV ORDER PAVABLE TO: "REGISTER OF WILLS, AGENT" DETACH THE TOP PORT'O~ OF TH'S FORM AND SU8MIT WITH YOUR PAYMENT TO THE REGISTER OF WILLS FOR THE COUNTY SHOWN ON THE REVERSE SEE THE INHERITANCE TAY. INSTRUCTION BOOr. FOR AD::lRESS . ,- " '*, REV.~11 EXt (2-801 COMMONWEAL TH OF PENNSYLVANIA OEPARTMENT OF REVENUE BUREAU OF EXAMINATION REVENUE APPLlC'\T!C~ ~C TRANSFl.:R "ECURITiES FlU NUMBER: COUNTY 21-81-571 j I NOTE: THIS APPLICATION MUST BE FILED IN TRIPLICATE WITH THE REGISTER OF WILLS FOR THE COUNTY IN WHICH THE DECEDENT RESIDED AT THE TIME OF DEATH, Name of Decedent: Date of Death: Addre.. of Decedent: ANN AILEEN BALL a/k/a ANNAH AILEEN BALL September 11, 1981 218 Wood Street DATE 10/22/82 umbe land (COUNTY, DESCRIPTION OF SECURITIES: 102 INUMeC:R Of SHARb.SI Common (CLASS OF ~TOCK' c. GULF OIL CORPORATION (NAME 01- ISSUING COMPANY) 1, Stocks a, b. 4/4/72: 7/18/72 d. e. 3,703.88 (DATE OF ISSUANCE) (DATE OF DEATH TOTAL MARKET VALUE) 2, Bonds a. b. c. (FACE AMOUNT) (INTEREST RATE} (MATURITY DATEI J. a. f. (NAME: OF ISSUING COMPANY) (DATt. OF ISSUANCEI (CATE OF DEATH TOTAL M^,~K(T VALUe) The securities are registered as follows: Harry W. Ball (Deceased 1/2/81 - Husband) and Mrs. Ann Aileen Ball, Ten Ent. (NAMt;;. OR NAMES IN WHICH CERTIFICATES ARE REGlsTEReDI Name of Applicant: Jerry R. Du ffie, Esq. Addre.. of Attorney for Woodrow M. Mays, Executor Applicant: C/O Myers, Myers, Flower & Johnson P. O. Box 125 T,pmnynF> r PA 1704. Cumberland ICITV, BOROUGH) (STATE) (COUNTY I '" E:: NATU Attorney for drow M. Mays, Executor of the Estate Ball, Deceased. CONSENT TO TRANSFER SECURITIES I hereby consent to the transfer of the above securities and waive the filing of a certificate certifying 10 the payment of the transfer Inheritance Tax, (/7 . , (," /1-'" #. / ~'/ !,{'I,// {"L--(/"-( "(./ ,;_., " ~ (D/.I.Tt_1 , ' //~ ,{. " / / I t ./ . ,'/ / / ./ ;.., ,__ ...- /' /', ,<.. ,. '.' ..<" <-" I"j~EGI5T[R OF wn:..LSJ ,; .y f' ,,) f' #~ - , ~T""!":'- " -. . ~ =-l 1l:E~.1500[X+ ('.821 . COMMONWf.Al1l1 F P[NNSVLV~NI" DlPA.TMINT Of ll:(VlNUf. IUIIAU O' EXAMINATION HAR:i8u:g~ps;.2l7'~ . - INHERITANCE TAX RETURN RESIDENT DECEDENT File Number 21-81-571 Decedent's Nem. (Lest, First, and Middla Initian BALL, ANN AILEEN a/k/a ANNAll DECEASED Social Securitv Numher Date of Death 233-09-6252 9/11/81 CDRRE, SPDNDENT Name Jerry R. Duffie, Esq. Myers, Myers, Flower & Johnson Telephone No. CHECK APPRO, PRIATE BLOCKS RECAPIT, ULATIDN AND TAX CALCU, LATIDN AILEEN Decedent's Addre<s 218 Wood Street camp Hill, 1'A 17011 '-31'1-5 3, Remaindar Return 0 1. Dri~nal Return 0 2. Supplemental Return~ 5. Feda,al Estate Tax 0 Relurn Required. 6. Decedent died testate 0 7, Decedent maintained eliving D B, Total Number 01 sale 0 (Attach coPV of Willi trust (Attech cOPV 01 trust! deposit boxes inventoried All correspondence and confidantial tax information should be diractad 10: 4. Life Estate 0 717-761-4540 Address P.O. Box 125 Lemoyne, 1'A 17043 Citv State Zip ( 11 ( 21 33,286.79 ( 31 ( 41 ( 51 ( 61 ( 71 ( 81 33,286.79 ( 91 5,495.82 (10) Recapitulation 1. 2. 3. 4. 5. 6, 7. 8. 9, Real Estate (Schedule AI Stocks and Bonds (Schedule 81 ClosalV Held Stock/Partna"hip Interest (Schedule CI Mortgagas and Notes (Schedule D) Cash & Miscellaneous P",onel Property (Seheoule E) Jointlv Owned Propertv (Schadule FI Transfe" (Schedule 61 TOlal Gross A"ets (totai lines 1-7) Funeral Expenses Administrative Costs/Miscallaneous Expenses (Schedule H) Debts/Mortgages/liens (Schedule I) Total Deductions {total lines 9 & 101 Net Value of Estate (line 8 minus line 111 Charitable Baquests (Schadule J) Net Value subject 10 tax (line 12 minus line 131 (111 5.495.82 (12) 27,790.97 (131 (14) , 27,790.97 x,06' x.15' 4,163.65 (171 10, 11, 12, 13. 14, Compulltioo 01 TI' 15, AmouM 01 line 14 taxable at 6% rate (15) Unclude values from Schadule KI 16. Amountofline 14 taxable at 15% rale (16) 27,790.97 (include values from Schedule Kl 17, Principal tax due (add tax lrom line 15 plust.. lrom line 161 18, TOIII Prior pavments: la) Amount Paid (b) Plus Discount lei Minuslnterast (181 26 .8 OCR 19, Balance Dua (line 17 minus line 18) Maka Check Pavabl"o: Regislar 01 Wills. Agent Int. from 6/11/82 . .. PLEASE RECHECK MATH.. . (19) 4,141.85 125.00 4,266.85 Under penallies of p",jury, I declare thai I have examined this return, including acrompanving schedules and slltemenll, and to the bett 01 mv knowtldge end beliel, iI iSltue, correct, and complete, Declaration of preparer olher than the pmonel rlpresent.tive is based on .11 inlorm.tion 01 which preplfer hIS anVkno"'"t/". . 3700 Curry Ford Rd. Apt. W-l } IVi ;(//:(/, 1)/ '/1((( .)1 Orlando, Florida 32806 Ir/~/r~ SIGNA1:URE QF PERSONALflEPHESE ATtVEISI ADCRESS DATE WOOdrow M. Mays, xecutor dl~ . P. O. Box 125 _ _L. Lemovne. l'JI, 17043 51 .'l'l!~\Iy ~A~l] t1!'l'l!HHAN REPRESENTATIVE AOOHE;S I'/II/ra- DATE . ll:Iy.l~'tu'("'1I SCHEDULE "B" STOCKS AND BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ANN AILEEN BALL a/k/a ANNAl! AILEEN All pfopertv lolntlv-ownltd with Right of SUf\/l\/o"hIP ",lilt b. dllclollld on Schedule "F"I ITEM NUMBER DESCRIPTION 1. 101 shs. pennsylvania power & Liqht Company common stock @ 16.00 p/sh 2. 20 shs. union Carbide corporation Common @ 49.00 p/sh 3. 30 shs. Weis Markets, Inc. 0 33.6250 p/sh 4. 20 shs. Exxon Corporation Common @ 33.1250 plsh 5. 51 shs. lIarsco corporation Common @ 19.75 p/sh 6. 30 shs. Atlantic Richfield Company Common @ 24.1250 p/sh 7. 30 shs. Norfolk & Western Railway (now Norfolk Southern Company) common @ 40.3750 plsh 8. 162 shs. Standard oil company (Indiana) Common @ 54.0625 p/sh 9. 46 shs. Standard Oil company of California Common @ 41.1250 p/sh 10. 182 shs. GTE cor9oration Common @ 29.3125 p/sh 11. 50 shs. Sears, Roebuck & Co. Common @ 16.8125 p/sh 12. 452 shs. Lucky Stores, Inc. Common @ 13.00 p/sh 13. 182 shs. Norton Simon, Inc. Common @ 14.8125 plsh 14. 31 shs. Pacific Gas and Electric Company Common @ 21. 9 375 p/sh fiLE NUMBER 21-81-571 VALUE AT DATE OF DEATH 1,616.00 980.00 1,008.75 662.50 1,007.25 723.75 1,211.25 8,758.12 1,891. 75 5,334.87 840.62 5,876.00 2,695.87 680.06 (If mor.""~ I' nHOed IMMt eddltiOntl ~..... 01 ..me '1,,1 TOTAL (Also enter on lin. 2, Retlpitulllionl S 33,286.79 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND } u: WOODROW M. MAYS according to law, deposas and says that ha is Executor '_'_ of the Estete of _ ANN AILREN BALL late of _.J>_a,~_nJ:'eI1I1:;;1;>oJ:<? T()_~nstl.i,p.. , Cumberland County, Pa., deceased and that the within is an inventory made by ....J1j.m ,__ _.___, the said Executor of the entire estate of said decedent, consi.ting of all the persenal prop.rty and reel estate, except rul e.tate outside the Commonwealth of Pennsylvania, and that the figures oppesite each item of the Inventory represent it'. fair value as of the date of decedent's death, being duly sworn It- , 19 f2- ! !/c'{J.-dlta.l.l} YI t r;11t1.~fv/ en.utor ,~ilI~ Wxxlrm.r M. r-ays, Executor 3700 Curry Foro !load, Ant. 11-1 Orlando, Plorida 32806 Sworn to o~. - ___ ~'~ NOTARY PUELJe.,) . My Commission Exptres Dec. 21. 1965 Lemoyne. Po. Cumberland Counl, \::)' Address Oate of Oeath 11th O'Y September Month 1981 Year INSTRUCTIONS I. An inventory must be filed within three month. after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional aueh. 3. Additional sheels may be attached es to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. ~ ~. 05 r.,':- :.~ 1" ...~ '0 ..') M .... <:: 0 0 .... III .... <:: H .<: .0: ~I 0 P. '... ~ III :I: . "- ..; o.lI V ~ ~ 0, <:: ,,. e CD I< :>, ~ ~ '" ... 1\1.... 1\1 .. ~ 0 ... < ..:l U III e ... ... u 0 '" .0: .. CD 0 ...~ g ... ... ....I%l ... 0 01 .... :I: '" .. r-. CD ... ... oJ ... ~z 0 .; ... E . Z ~ 0 ... 0 ... oJ 1%l~1 .t: :S:ll'l W 0 < f- III <N > z '" z.... ::l I< .... Z 0 c 0 till- 0 " <1l - '" z riI.o:, I< 0 lC 0 I at: < ..:l I 0 U ... ~ 0 z w ... H:r:1 Dl "'0 I%l <t.o: c ~ z - .. . I zz! 0 -;:: 0 CD Z.:(1 .S1 "'0 ... .0: CD e 0 . . . ,! . 0 it 0 p. oJ '" , ..-- '" IN THE COURT OF COMMON PLEAS OP CUMBERLAND COUNTY PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-81-571 IN THE ESTATE 01" ANN AILEEN BALL a/k/a ANNAH AILEEN BAI.L LATE OF THE BOROUGH OF CAMP HILL ACCOUNT OF WOODROW M. MA~S, EXECUTOR STATEMENT OP PROPOSED DISTRIBUTION Balance for Distribution as Per Second and pinal Account 36,535.96 DISTRIBUTION TO: WOODROW M. MAYS One-half residue Cash $ 18,267.98 TO: BETTY ,JANE OLINGER GRYL One-Fourth residue Cash 9,133.99 TO: MARY CECILE NEEL MARTIN One-Fourth residue Cash 9,133.99 'I' . '~~ 36,535.96 0, , . '..~ STATEMENT OF REASONS Decedent died testate. Distribution is made in accordance with the will of the decedent of the item retained for further administration in the First and partial Account, together with the value of lost stock certificates which belonged to the decedent at the time of her death. ;t~/(/)(JJ '#f. ~ WOODROW M. MAYS um 1iJ~~ tm 7~O .' .... .. t~ 'J'j ~~ " s .~ z " " " -:: 0 r iIJ ~I :: " -5 Z r-. ',' -, ~ ~ '.' ~ '" Z III 0 0 - Z 't ~ " 0 0 "- Z .0: 0 ." .., Z~I-< g;~ :>:.0: I-< H " , :'~ - ~:\ ol:l ~ o III -(0 t9. Z E-< ., '~ " ~ <: -i ~ ~ III H ::> ~ . 0 .~ ! '~ :i , z i ~ ~ :;] C fiI 0 I%l - ,_." "" ~ Z '" 0 H p:: ~ .... riI Ii, H .. 0; ~ . .. ~ " ~ _I-< -' " ~ ....~ ~ < I'< . I'< U ~~ ~ .... I%l 0 >< tIl 0 ~ " t > " -- 0 . .0: I%l 0 tIl .0: E-< U \..::1 . , ~ ;.l ~ .. . 0 r-. tIl I%l Z U Z riI E-< tIl t", >. .::. " < .. 0 riI. riI riI Z U Z H - :.. , = IJl " .. .. ., ,) ;.. Z riI :r: -riI riI riI 0 - - iii " . sa ~ ., ~ 0 . .. E-< 0 riI riI .... E-< .... '" 0 :a: .. '- . .:-; ~ . . iii "" n e ~ ... gi~ g:;rill-< .... riI Q , '., . E .:..~ ;:.l $ ~ <: .....0: r-. H - E-< riI , 'f: :.1 .. J ".....:0< .... ~ .. '" ... H O:r: >< ~ tIl " ~ '<5~ ~ U tIl Z .0: :r: E-< 0 >:: .. ~ ~ .... rile~ H .0: riI '" Z tIl '" . " iii z Z E-< .. 0 0 ;:.. " ,- 0 ~ :r: ':r: ~ ~ ~ ;':C 0 ~ .c C, r W U5 I::: E-< P. ....U U '" ~, ,. ~ ~g "" ;:.l p:: - ~ '... , .. .~ .... 0 C .. u ~ ~!:l 0 w " ~' .... 0; " ,- " , - U " " .., ~ ~ ~ , .' :,.:' " ~ .~ ,~ " -ci (j; - ~ 'C oS ;. - r: -5 " '5 .a " t'! ~ :,~ ~ " ,~ .:! .~ - A' -'" .. , '> " PRINCIPAL RECEIPTS 12/20/82 Supplemental Inventory I'iled Per Copy attached Amt. retained from First & Partial Account for further administration $ 33,286.79 5,788.55 TOTAL PRINCIPAL RECEIPTS $ 39,075.34 PRINCIPAL CONVERSIONS INTO CASH Gain LOSS 12/30/82 101 shs. Pennsylvania power & Liaht - Proceeds 2,034.61 Inventoried at 1,616.00 418.61 12/30/82 20 shs. Union Carbide Corp. Inventoried at 980.00 proceeds 967. 34 12.66 12/30/82 30 shs. Weis Markets, Inc. proceeds 1,103.34 Inventoried at 1,008.75 94.59 12/30/82 20 shs. Exxon Corp. Inventoried at 662.50 Proceeds 523.98 138.52 12/30/82 51 shs. Harsco Corp. Inventoried at 1,007.25 proceeds 929.47 77.78 12/30/82 30 shs. Atlantic Richfield Proceeds 1,193.53 Inventoried at 72 3.75 469.78 12/30/82 30 shs. Norfolk Southern Corp. proceeds 1,536.52 Inventoried at 1,211.25 325.27 llblc 103 fLGE 72.f PRINCIPAL CONVERSIONS INTO CIISH, CONT'D Gain Loss 12/30/82 162 shs. Standard oil of Indiana Inventoried at 8,758.12 Proceeds 6,478.39 2,279.73 12/30/82 46 shs. Standard oil - Calif. Inventoried at 1,891. 75 Proceeds 1,418.51 473.24 12/30/82 182 shs. GTE Corp. Proceeds 7,235.90 Inventoried at 5,334.87 1,901.03 12/30/82 452 shs. Lucky Stores Proceeds 7,675.66 Inventoried at 5,876.00 1,799.66 12/30/82 182 shs. Norton Simon, Inc. Proceeds 3,980.80 Inventoried at 2,695.87 1,284.93 12/30/82 50 shs. Sears Roebuck Proceeds 1,476.28 Inventoried at 840.62 635.66 12/30/82 31 shs. Pacific Gas & Electric Proceeds 814.90 Inventoried at 680.06 134 .84 7,064.37 2,981.93 NET GAIN TRANSFERRED TO SUMMARY 4,082.44 1I\1~ 1tK~ mt ~126 -3- 1982 6/25 PRINCIPAL DISBURSEMENTS Seaboard Surety Company - bond premium 101 shs. PP&L Johnson & Higgins - bond premium 20 shs. Union carbide Seaboard Surety Company - 20 shs. Exxon Bond premium Hanover Insurance - bond premium - 51 shs. Harsco stock Seaboard surety Co. - bond premium - 30 shs. Atlantic Richfield Seaboard Surety Co. - bond premium - 30 shs. Norfolk southern Seaboard Surety Co. - bond premium - 46 shs. standard Oil of California SAFECO _ bond premium - 50 shs. Sears Roebuck Federal Insurance Company - 182 shares GTE corporation Carroon & Black Company - bond premium 182 shs. Norton Simon Continental Casualty Co. - bond premium 162 shs. Standard oil of Indiana Girard Bank - bond premium - Weis Markets Marsh & McLennan, Inc. - bond premium 31 shs. pacific Gas & Electric American Home Assurance Co. - bond premium 452 shs. Lucky Stores, Inc. Vital Statistics - additional death certi~icates for Ann & Harry Ball - required for replacement & sale of stock Register of wills - Short Certificates & waivers for replacement & sale of stock Helen S. cutting - Florida notary - documents for stock replacement & sale Register of Wills - file supplemental inventory & Inheritance Tax return Myers, Myers, Flower & Johnson - telephone expense calls to transfer agents re lost securities Register of Wills - inheritance tax payment on supplemental return - Myers, Myers, Flower & Johnson - attorney fee supplemental assets Woodrow M. ~\aYs, Executor's fee on supplemental assets Reserve - file Second & Final Account & releases TOTAL PRINCIPAL DISBURSEMENTS lI~v, 103 PM 727 -4- 59.46 28.20 16.71 26.01 37.80 46.35 47.00 20.00 168.92 61. 88 145.00 10.80 22.32 183.25 72.00 94.00 95.00 15.00 63.00 4,266.85 1,664.00 1,664.00 150.00 S 8,957.55 . ' Dividends: Atlantic Richfield INCOME RECEIPTS TOTAL INCOME RECEIPTS 105.00 394.94 230.28 51.00 519.80 339.75 15.30 17.00 42.00 71.40 55.20 340.20 30.00 34.20 245.70 597.16 $ 3,088.93 General Telephone & Electronics pennsylvania power & Light Sears, Roebuck & Co. Lucky Stores, Inc. Pacific Gas &. Electric Harsco Corp. Union Carbide Norfolk & Western (Southern) Gulf Oil Standard Oil (California) Standard Oil (Indiana) Exxon weis Markets Norton Simon - Common Interest - Estate Check N' Earn account from 6/25 to 1/3/83 INCOME DISBURSEMENTS Nov. 1982 Pa. Dept. of Revenue - first fiscal year estate tax return 147.00 Reserve for final estate tax return Pennsylvania Dent. o~ Revenue 100.00 U)Li.' 1.O~~ r~~E 728 -5- . ~ ~ --' ---z - .. 0 i " '.Il p:: ;;:: c' - ~ .. E-< 0 , .. "" nl a; E-< 0; I. 0 0 !;1Z "- ::> ',", " ;.~ .... .. tIlO -'< ... 0 u j ~ , ;. -" .. ~ tIl ~~ " H U [>.l c '''''--+= . ~ III H U x :i , l': Y:{'o ,3 "' , l': ~ r.; .... :r: ..; riI " , .... -i~ . :~ ... ~ " , <>l <>l u. .- .. < ~ P< P< ~ ,I-< .... p., .... ~ '"'" t ,<') . .< ~O~ .... I%l r-. :z ..; Ul . f>l f>l - .... .. " . Z Sf;;! r-. .0: 0 ~ z ~ c , , i'< " < l': .. :") c 0 I%l Z U I-< Z . :- <Il ~ '" riJ . ~ ~ riI riI Ii. ~ ., ~ .~ . e E 0 ~. ~ ~ o ex> riI Z riI ;;; ~, , .... , .,..1 .~ .:.~ .. ~ ... 0 01 E-< riI .... 0 0 Ii. e " "' < <>l < U 0 u.... .0: riI H .... ~ 0 :;; " t~;:: ~ ~ .. u ~- N E-< H .0: :r: .. '""' Ii. tfJ H ~ ~ ~ j '-Y"'~~ ';I( 0 ~ U) . "'.0: :r: 0 Cl 0 " ril :::; ~ 0 .0: 0 Z 0:: .. .~ .... ,- : " .. ~ riI Z Z Z P:: 0 Cl ... "' ~g: ZZ 0 U 0 ,- ;.. 0 .0:.0: ill riI 0 ~ e, \ u I. .. 0 oP:: Ul ::: r--' " .p. " Uo , -- -- -'- - ~ '., - -......T'..'i1t~..P'5'rS ;~"<o'J ~ f. " t "r'~" ,!(J~1",(.I;'"'-q" jn ,'In ..u~ f'1 'Ul'N,:, .'., ,. ,.,\.. ."pl " '" .." :'J'" n....;"J"u..ll~, .p'r'~"> I' . 'C"l\',ltl: I",r',~','''''''';.~ p."I'ij'_'.;;:I~ l-'Uq'lU.\;"""- - ....i/.-- P;;!~JJj\.~l,.':J l\)IW;);'\\,o- r 8b( 'I 1. 1].. REV, 1S47EX (I-B3) " .' - I . BUREAU OF EXAMINATION i NOTICE OF INHERITANCE TAX 'N PENNSYLVANI~.gE:~~T~j~j OF REVENUE, APPRAISEMENT, ALLOWANCE OR OISALLOWANCE ,AC HARRISBURG, PA 17105 " OF OEOUCTlONS, ANO ASSESSMENT OF TAX I -'!?~TE Q~-07-83 FILE NO, 21 81-0571 ._____~QU~Tr~H6ER~&ND YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX WILLS OF THE ABOVE COUNTY, MAKE CHECKS PAYABLE TO "REGISTER OF WILLS. 101 ANNAB A ESTATE OF BALL OAT.~_9.f.Jl.~~TIL.Q~::ll1 NOTE: TO INSURE PROPER CREDIT TO PAYMENT TO THE REGISTER OF AGENT II . JERRY R DUFFIE ESQ MYERS ETAL PO BOX 125 LEMOYIIE PA 17043 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE C;:~~ _A.L()~~, ~HJ~ ,L!~E, _ , _ , , , _ , , ' , _ ' , , _ , ' , , , , , , , _ _ , _ _ ' , , , _ , _ _ , , _ ' _ _ , _ _ ' , , , _ _ , NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR OISALLOWANCE REV. 1547EX (10'82) ESTATE OF BALL ANNAB 1\ FILE ..0,21 81-0571 OF OEDUCTIONS ANO ASSESSMENT OF TAX ACN 101 DATE 02-07-83 lAX RETURN WAS: ( I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST . SEE REVERSE APPRAISEO VALUE OF RETURN 8ASED ON: 1 SUPPLEMENTAL 1. Real Estate (Schedule A) 2, Stocks .nd Bonds (Schedul. B) 3. Closely Held Steck/Partnership Interest (Schedule Cl 4. Mortgages and Notes (Schedule Ol 5, Cash & Miscellaneous Personal Properly (Schedule El 6. Jointlv Owned Property (Schedule F) 7. Transfers (Schedule Gl 8. Total Assets (X ) CHANGED - MATH ERROR RETURN (11 ( 21 ( 3) i 41 ( 5) ( 61 ( 71 .00 33,286.79 .00 .00 .00 .00 .00 ( BI 33,286.79 APPROVEO OEDUCTIDNS AND EXEMPTIDNS: 9. Funer..' Expenses/Administrative Costs/Miscellaneous Expenses (Schedule HI ( 91 5,495.82 '0, Oebts/Mortgages/L,ens (Schedule II 11 01 .00 11. Total Deductions (1 0 , 2. Net Value of Tax Return (12) 13. Charttable/Government,,1 Bequests (Schedule J) (13) 14. Net Value of Est.te Sublect to Tax (14) NOTE: If In assessment vas previously tssued. lines 14. 15 and/or 16 and 17 will reflect figures that tnclude the total of JlLL returns a5sessad to date. ASSESSMENT OF TAX: , 5. Amount of hne 14 tu..ble It 6% rate , 6. Amount of hne 14 taxable at 15~ ute , 1. PrinCIPII T,)( Due TAX CllEDlTS: 5,495.62 27,790.97 .00 122,625.56 .00 18,393.84 18,393.84 1151 (16) .00 122,625.56 Y,,06= X.15= 1171 PAYMENT DATE RECEIPT # I J I i I - i DISCOUNT (+1 INTEREST 1-1 AMOUNT PAID 02-16-82 ! : 06-29-82 I 1 12-20-62 I L ! INTEREST IS CHARGED FROM 12-21-82 TO 02-22-83 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM.- I IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST RETAIN THIS PORTION FOR YOUR RECORDS 010822 049620 070453 .00 52.06- 396.03- 760.00 13,532.52 4,266.85 TOTAL TAX CREDIT 8ALANCE OF TAX OUE I INTEREST TOTAL DUE 282.56 8.26 290.82 I (If B.lance Due IS leu th,n $1.00 no payment II reQul,.d) REV. IB47EX (1-83) BUREAU OF EXAMINATION PENNSVLVANIA DEPARTMENT OF REVENUE P,O, BOX B327 HARRISBURG, PA 17 i 05 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR OISALLOWANCE ACN OF DEDUCTIONS. AND ASSESSMENT OF TAX 101 DATE ESTATE OF BAL.L. ANNAH A FILE NO, 21 81-05'71 !lATE OF l!~ATH _O~.=ll::ID ___ ________,______,__i;.DJt"IT.L-~ltMllj;:RL.1\JiIL NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAVMENT TO THE REGISTER OF WILLS OF THE ABOVE COUNTY, MAKE CHECKS PAVABLE TO "REGISTER OF WILLS. AGENT II . JERRY R DUFFIE ESQ MYERS ETAL. PO BOX 125 L.EMOYNE PA 17043 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE ~1:11:: ,A!-9~~ ,1.:HJ~ ,L!N.E, __ _ , _ ' _ -- -- -- ' - .. . ' ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS ANO ASSESSMENT OF TAX - -- - - - - - - - - . - - _. - - - - - - - - - - - ., - - - - - - - - - - NOTICE OF INHERITANCE TAX APPRAISEMENT. REV, 1547EX (10-B21 ESTATE OF BALL. ANNAH A FILE NO.21 81-0571 ACN 101 DATE 02-07-83 TAX RETURN WAS: ( I ACCEPTED AS FILED IX I CHANGED - MATH ERROR RESERVAT~N CONCERNING FUTURE INTEREST ' S~~-R~VERSE APPRAISED VALUE OF RETURN BASED ON: 1 SUPPLEMENTAL RETURN " Real Estate ISchedule AI I 11 ,00 2. Slocks and Bonds (Schedule BI ( 21 _ 33,286.79 3, Closely Held Stock/Parlnersh,p Interest ISchedule CI I 31 .00 4, Mortgages and Notes ISchedule 01 ( 41 .00 5. ClSh & MIscellaneous Personal Property (Schedule El ( 5) .00 6. JOintly Owned Properl.y ISchedule FI I 61 .00 7, Translers ISchedule GI I 71 . DO B. Tolal Assets I 81 33,286.79 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expensesl AdminIstrative Costs/MIscellaneous Expenses ISchedule HI I 91 5,495.82 , 0, Debt"Morlgages/Liens ISchedule Il 11 OI____'-Q!L.. 1 ,. Total Deductions (,,) 12. Nel Value of "ax Return (12) , 3. Charitable/Governmental BeQuests (Schedule J) ( 13) 14, Net Value of Estate Subject to Tax (14) NOTE: If an assessment was p~Vlously Issued. lines 14. 15 and/or IB and 17 will reflect figures that Include the total of JJJLL returns assessed to date. ASSESSMENT OF TAX: , 5. Amount of line 14 taxable ill 6% fate , 6. Amount of line 14 In:able ,i 15% flte 17. PnnClpal Tax Due TAX CREDITS: 5,495.82 27,790.97 .00 122,625.56 (151 .00 (161_,_.122,625.56 X.06. K15= 1171 .00 18,393.84 18,393.84 PAYMENT DATE RECEIPT # I J I , DISCOUNT (+1 INTEREST 1-1 T AMOUNT PAID I 02-16-82 i I 06-29-82 I I 12-20-82\ L I INTEREST IS CHARGED FROM 12-21-82 TO 02-22-83 AT THE RATES APPLICABLE AS OUTL.INED ON THE REVERSE SIDE OF THIS FORM.- _ IF PAID AFTER THIS DATE SeE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST RETAIN THIS PORTION FOR YOUR RECORDS 010822 049620 070453 i I L ,00 52.06- 396.03- 760.00 13,532.52 4,266.85 I TOTAL TAX CREDIT i-- -. BALANCE or TAX DUE ~ INTEIl.EST TOTAL DUE ...-J,8 .111. 2 282.56 8.26 290.82 lit Bal.nce Due IS less thin S tOO no plymen1 .s real,ureal F 'Ct !....i.,'i 'il: Ii I". ~nterest: RESERVATION: In the 8'/ent thai any future rnterest in this estate is transferred in possession or enjoyment to ccll.ter.l (Class Bl heirs of the decedent after the expiration of any estate for life or for ye.rs, the Commonwealth hereby expressly reserves the right to appraise and ISsess transfer inheritance taxes at the lawful coll.ter.l (CI.ss 81 rite on any such future interest. Purpose of Notice: to fulfill the requirements of Section 709 of the Inheritance and Estate Tax Act of 1961 172 P,S, secllon 2485-7091, ObJections: Any party in interest not satisfied with the appraisement. allowance or disallowance of deduc'tions. or assessment of lax (including discount or interest) as shown on thiS Noljce must object within sixty (60) days of receipt of this Notice. Objections may be made as follows: - by written protest to the Department of Revenue, Board of Appeals - by electing to have the matter determined at audit - by Ippeal to the Orphans' Court Discount: If Iny tax due is paid within three (3) months after the decedent's death, , discount of five percent (5%) of the tlX paid is: allowed. . the discount period is c,lculated in calendar months. Example: date of death 1-15-82, discount pertod expire~ 4-1 &-82. Except for tix on a future interest. inheritance tax becomes delinquent nine (9) months from the date of death. . Inheritance tax en a futtJre interest becomes delinQuent It the expiration ef three monthS trem: - the date of election to prepay 01 - the date of death of the life tenant or annuitint Interest is calculated on , dlily basis from - delinquent date to dlte of payment on any tax unplid on delInquent date ... date of last delinquent plyment to date of payment on any unpaid balance. Interest IS charged at the following rates: pelinQuent Date 5/27/43 10 Ind Including 12/31/81 111182 to Ind Including, 12131/82 1/1/83 to Ind mcludlng 12/31/83 Annual Interest Rate Dally Interest Factor 6% 20% 16% ,000'64 ,000548 ,000438 Estates that become delinquent on er before December 31, 1981 WIll m.intaln a constant interest rate. The rate in effect when the tax first becomes delinquent will remain constlnt until the delinquent balance IS paId In futl. .Estates that become delinQuent on or after Janu,rv " 1982 Wtll contain. \/Irlable interest rite. Thus, tlxes thit remain outstanding from calendar year to calemur year Will be subject to different rates In effect on each Janu.ry 1. INTEREST . BALANCE Of UNPAID TAX X NUMBER Of DAYS X DAILY INTEREST fACTOR, If a tax balance rem.'ns outstandmg for more than onp calendar ye.r, " sep.r,le Inter", determination must be made for each year II the applicable rile, IOnly onf' calcul.tlOl'l IS n'CfSsary If the est.te maintains the constant Interest rate.) Any Notice Issued after the tax becomes delinQuent will reflect an Intflrest calculation to fill.en (15) days beyond the d.te of the assessment. If payment IS made .fl.r the Interest computation aatp, shown on t1'U! Notice, Iddltlonal ~nterest must be calculated. To Remit Payment: D.lIch the top portion Of thtS Notice and submit with your pavm.nt to the- R.glster Of Wills Of the county shown on the Notice , Address Information is listed on plge 13 of the boo~leL "Instructions for lnheritant'e TI)( R.tor.n fOt . R85iG6nt o.C6dt-nl" , MIle.e chec~ ot monel' order payable to: Registpr of Wills, Agent REV, lB07 (AS)' ) DEPARTMENT OF REVENUE IACN BUREAU OF ACCOUNTS SETTLEMENT INHERITANCE TAX P.O, BOx 2055 STATEMENT OF ACCOUNT HARRI:~~._17~ ~:....,"_.~_~.,,,._.__..,,.,_.,..",,,,,,,_,_,,,,,,,",,",,,,,,,, ...~_......J~AT~~.PQ~,?.?.:;&l) __.___ ESTATE OF BALL ANNAH A FILE NO, 21 81-0571 Pi!!E_Of.JIE.i!T!:L09.::U::81._______________ _____.,....._ ....._.,cOU!m.._.C\ll~aEBLllNJL___ NOTE: TO INSURE PROPER CREDIT 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 WIl,LS, AGENT., 101 JERRY R DUFFIE ESQ MYERS ETAL PO BO;'; 125 LEllOYNE PA 17043 PLEASE RETURN THIS PORTION TO REGISTER OF WILLS IF PAYMENT DUE ~~LA,l(:>~~ ,'T:HJ~ ,L!N.E, .. .. . . . .. H _ .. . __ __ . _ .. , _ .. , . .. , _ __ __ __ _ . __ , __ __ _ u , _ __ .. INHERITANCE TAX STATEMENT OF ACCOUNT .. ESTATE OF BALL ANN1\H A FILE NO, 21 81-0571 ACN 101 DATE 06-27-83 -------.----..----.-- 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 AOJUSTMENT: 02-07-83 PRINCIPAL TAX DUE:."""".,,,,,......,,,,,,,,.,,,,.,,,,.,,,..,,,,,,....,,,,,,,,,,...,,,,.,,.......,,"'" 18,393.84 PAYMENTS (TAX CREDITSI: -_.__.._-_.,._-~----_..- ...--.----.-........----. -------------------"1 I PAYMENT I' RECEIPT ' DISCOUNT (+ I I AMDUIIT PAID i DATE __ NUIl~__L_I..~TERE~T ('I I 102-16-82 I 010822 i .00 T 760.00 I 06-29-82 049620 i 52.06- II 13,532.52 12-20-82 070453 i 396.03- 4,266.85 102-14-83 070594 i 7.27-1 290.82 I I I I I ! I I i I I I -L.. ..---J.----,_____.c._____._---.J ----..,-- . i_~DT^L TAl': CREDITS! __ 18, 3~4.83 I BALANCE OF ~AX DU~. .99CR [=:~.:;---i_=~~__:::~ 111 Balance Out- 1$ less thin ~ 1.00 no p.vmen1 IS reQuired) · IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION Of ADDITIONAL INTEREST RETAIN THIS PORTION FOR YOUR RECORDS