Loading...
The URL can be used to link to this page
Your browser does not support the video tag.
Home
My WebLink
About
96-0615
\ Pa. O.e.Rule 6.12 STATUS REPORT REGISTER OF WILLS OF e t.~ ~ COUNTY, PENNSYLVANIA Name of Decedent: G-"'/T7 ~-( ~l"" /,..,.... #) -;; --~tP; -4<'z / e-. c-/ Date of Death: File Number: #)? -~6'c. J D Pursuant to Pa. O.C Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. 0 Yes ItNo 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: /~.~ ~) 3. If the answer to No.1 is YES, state the following: a. Did the personal representa~f.~:>file a final account with the Court? . . . . . .. 0 Yes 0 No b. ,The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account . ~ II th ...?' 0 Y InlOrma y to e partIes In Interest. ............................... es DNo d. Copies of receipts, releases, joinders and approvals of forn'1al or informal accounts may be filed with the Clerk of the Orphans' .Court and may be attached .' report. c:::: ~ Date -r --e2~--- ~~~. ~- .. ..',- presentative ~ounsel '/"7 ~~---- r~ (~...::-:-~ f" r,-- .. C"S AftER & DANlrlS ST HIGH ST. STE. 205 !R~. FA .1..7.6. 13 '.~ p_"?.] "/ . - ;?/tj"3 -./ (I ~ / Telephone ('.J (_.j (---'.l Form RW-lO rev. 10.13.06 ~ I N R E ESTATE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA WILMA E. COHICK ORPHANS' COURT DIVISION DECEASED NO. ~Q ~ ~ TERM ~ ~ ~ ~ p PETITION FOR CITATION c~ -- Ro TO THE HONORABLE THE JUDGES OF SAID COURT: ~~'~ ~' ~? ' 1»~ ~ G~ AND NOW, this \5}-`-~ da of ~ ,`~' ~~ comes the Commonwealth of Pennsylvania, by Robert Freedenberg, Deputy Secreta~~\~' ~~~ s ~• for Taxation, for Daniel Meuser, Actin Secret u g ary of Revenue, who avers: 1. That Wilma E. Cohick, deceased, (hereinafter referred to as "the Decedent"), died on July 29, 1996. 2. That a Petition for Probate of the Last Will and Testament and for Grant of Letters Testamentary was made by Cloyd A. Shenk, Executor, (hereinafter referred to as "the Executor"). Letters Testamentary were granted to the Executor on August 9, 1996. Attached hereto and made a part hereof is a copy of a document attesting to said date on which Letters were granted marked Exhibit "A." ;_~-, T' t ~,•'~ f~ 3. That on October 27, 2010, a certified demand letter was sent to the Executor, advising that the Inheritance Tax Return for the Decedent had not been filed. A receipt was signed and returned to the Department of Revenue. Attached hereto and made a part hereof is a copy of said letter and receipt marked Exhibit "B." 4. That as of the date of this Petition no Inheritance Tax Return has been filed by the Executor of this estate as required by Section 1736 of the Act of December 13, 1982, P.L. 1086, No. 255, (72 P.A. C.S. § 1736). 5. That under Section 2176 of the Act of August 4, 1991, P.L. 97, No. 22, (72 P.S. § 9176), the Secretary of Revenue is authorized to request the Court to issue a Citation directed to those subject to any duty imposed by the aforesaid Act, commanding such persons to appear and show cause why the requirements of this Act should not be met. WHEREFORE, your Petitioner prays your Honorable Court to issue a Citation upon the Executor, directing.the Executor to appear and show cause why said Inheritance Tax Return in the estate of the Decedent should not be filed as required by law; and to further direct that the costs of this action shall be borne by the Executor. ~ , COMMONWEALTH OF BY Robert Freedenberg Deputy Secretary for Taxation FOR: Daniel Meuser Acting Secretary of Revenue COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF DAUPHIN Robert Freedenberg, Deputy Secretary for Taxation, for Daniel Meuser, Acting Secretary of Revenue, being duly sworn according to law, deposes and says that the facts set forth in the foregoing Petition are true and correct to the best of his knowledg , i fc~atpon and belief. Robert Freedenberg Deputy Secretary for For: Daniel Meuser Acting Secretary of Revenue Sworn to and Subscribed before me this day of 1 Page l of l t.. • 1'i:l't'I'ic)N Mott IIIttHM'1•l; nlui (;ttnN'f• QI~ I,r;t'1'ial;~ rAwh~,d I!-t..`s~ 1{. r•rl-llt•):, 1•..,..t:+•rl ~„• ray •'71n -r.,~ ..._ .. -...... - (k,nnrvf. t',~en't) al 11tms>.•s L•s1x1.. In tltr -. - 4K„1(~,YNIfq'A4r /.Il ri-11'1= )l, I1S - tiu„m•~n+.:~ld, of I`.nns)bftlia Ihr pdilntll n( Ilrc nn•1n.Ipnrd tr•t+~Ih~Ut /gw~rut. Ihal: ~ - - - . Yalu ptthhtaetl•1, alh, hfnfr la ydr. al .,fir,+,d.Ir1 au qa• rsnnt r,e _ , . _ _...._~. 17.12~•J . iulhs•la.taigallLr+ln•,eJ,cNte,r,,taol y't) "s ._...__ • and ~,w4aHd t1;,IN . - -- - - • -.. - ---- -- -- -' - _, _.._-._. w+v,tk. ,,, •.n+~n,n...~.rf . .,, .,.. ,t ia8 ••1 ,.., a•v. to I,. .-~- --• - U,crnJr,u arulnnddkJ.a1 J.~nh nt • r'un!WY 1 ~tnd l •suttlf ikmn h~wJ+, aiHl Ir~~ _. 4u lhlllt>f•r prnrirvl nv,knr~ Clnl}'Ch of C(ul rlltimf`s 110 ,t•,L•)1 . _ ILIOpVpr 5t .,..c?1!'Lti ~(r ~14~.. , Gt ~r q( IkesnJrnt, 11%rn _J._~_ _Ital. of a(r. JicJ .._tul y'-=-)~,__ _-~-. IY Lam. (ipehl as hJktat, Jea•Jrm diu rox u•.u t), am unl dbontJ at,l JiJ Ins bat. v d,ild In,rn sv uttnptrJ obrresluuuna(IheaillaffsyN(ar(Y•~Iwt:a+~m•tlhrti:m»o(rldlenfunJamtlcsctaJJuJirotrd _ 1MVn,psirnll ~____-. _-- ___ -. _~.. -_.___ -_ ~ . 1kcrnJrnl al Jcatb aaNtd m+'i~rt)• ait6 sth,mN slJua . t frlh,a.: ?Z ~OV Qf Jtmiklkl la Ib.) .tll prnw,at ~r.K+cn>• 5-~--~ 1!f nN JmnitYlN in i`a,l 1'cruwal pn'1`nl) •n Pounq-tsnu S.~-~-_- 4if oot danhitN In 1'a.1 t'rrt•,naF p!ot•Crt) fn C,xnuy ~ _ lalvr of tcs,f ruan in Ptnns?Lania shwtN as fcllh+as' ._--.----.-..-_.._ -.- --•--•-- \PNGRL'FOR6. P1Jiartll+l Ic,t'~~iwtty rrvnnltt) thr prnb+lt of Ilk lad.lsll{ FIJ lvdis+lis) I•rCµMrd ltrlrai[It And 1~+~.r Jr111,I 1Rir(f_~5.,1'~HI,w1r~v1. Y~r1•,I. nn1111M1\'I li -t•nri•nallh a.Rn.rA~l IfMfal. - r , t:lnLr.\, nn . __ _ _ _ _ •z_I~ .~ilt'JL_Rd... ' ~?~ ~ ~ - ~.-. - _----- GdS1]91tr.-1`aL.1:71L1.1---~-. _ _. ._ -,_~-`nn'rli or• rralsc)~nl, ttt~.tfur•_tirvTn•rrvt; ' ca~t~tn~-vt:~-ta•U ot• rr:~~sYi.Y,1,~lA } tta Ct)U,~TI' OF clrnllTr~l,~nu _______ ll,r ptYltinnuh)abtt r•Nlydgi wsa~1.1 nt :Illh,alJ lb.tl IIIC ,IJtl7lhTlt lp {I{C I,!f@FIYnF I1r11lIU11 arr - n„c anJ i+ut~r m Ikr In:4 „1 thi Gr ,akdF! Jrl M•tirl al nliliaucrhl anJtbnl at ptrwnal rryvcun• _. I lalbrlH a(thr ]Iy+Y Ja\cJrnt (wtltiunlri~l xtl) a dl anJ Itnl) rJ,nmhlp IIK t~l vc m~rorJinp fu Nw, ganol a+ w alinnuJ ad atbhuh:J ULti>rl) 1. Sllt:;{t_ ~ - *J~' ht+nrr wf lla. -_ .55n_ _. m rl ! .. .. _ --- & , J _~ I~ - N R '`r • E~Ht~IY`"It http://recordsa;epa.net/tvebiink~ubl ic_prinVImageDisplay,ASp,c?cache=yes&sessio{ilcey=... 10/25/20 i Q j~yl, 21-9s-GIS talalc a!' ICI t.fl.+ r., r:olticas - „,~_, t)rccasrti 1){iCltlsh: Ulr P1tUlfel'fE ANI) fiKAN'f UE' L1;tTRFLS ANI) NUN _.~t1-GtIS~ ~.r ~.IV 9G , In rmddcrotlon of I& petition on threerne site >+rrea[, sadsfmw7 Ixuul Wiry bcm ptettatcJ before rnt. IT IS IJ1:CkE0D Ibat the inslroasmlGl dried )1AY- ~9, 1992 d:,cribcJnc~rrlnbtoJnrlUnltoptuhartandfikJofttrerd6tthelnrwlaot~JilLLNa~~--+Qlllt:$ ,od Lrtlers Testmm~nearv I rrtkerebrVardrdlo Clrsvd A. $~~,_ kryn•n a xr f CfS ' Prob~~t, Lrtrtr,, F,ra ....... , f~.75,.Gf1 W! I 1 tarn S. Dnnl,t)s~ 2T/35 Shat Cenffiruc,f6) • • • •...... f 18.00 annavr.r tsw o. r.o.lta./ Raro~msrlnn ................ f __ CJ11a li, )I1hN St.. 5ge. 205 ,Cpegas f 3.00 _ Carl rtiQ eooslst PA.{70)3 P TC)TAL _._ f~ Fllcd ....,,hUGA51'.'J.r~44.4~~.:.~~ 7t?-2rl)-18]1 PIK,\'p . , • ... • ~ 'o' r ,o ~. J . e c:~:. tf. ~~a, .i:, Page i of 1 ~. ' Page i of 1 RERTII_l4AT.lAR..9Y. HoTtce.gxpeR.BUI•~..5~4[a). Natno of Decedent: Nllma E. Cvhick Data 0I pgath: 7/19/96 ' Nili Rook iio. Pagc Adminislrntlon No, ?146.0615 To thv Regtater: t certify that notice uE benal;cla) intornst teq v rrd by Rulo S.b(al o[ the orphans' Court Rules vas served on or mailed to tho Iollowing beneftciar les of 1ho above-captioned oatate on August l5, 199G. ~ ~dstr_~.E Kona Daer Nualu Hart3nnz 1029 Nain Bt. oburiin. PA 17115 Tony Rnor !~?S Stale Hfil road Mtchanicobtn•q, PA 17055 Ronald Hugene Baor 2t~1 LouthoK St. l.amoyne•PA 17011 Nttilam Baor 1~SS Ridgo Road Nillavllla,PA 11)65 ' t'rede Stanar Oast rock 7729 yradclck Road Neat 1.anthorn'Htils Hyattavtllu', HD ?Q7R~-1T22 Larry Stoner ." ~ ih 6ultset Vlotit DcSVe - • Hav Cumberland Pr 17070 ' Richard t+lnnar 117 Rridge SL[nel qow Cumborland PA 17070 "' Nargare! shotEner Rist{lne P.O. Rox 707J ityndman, PA 1SS4S-O7D7 llorman 6hoEfncr Camp Road. Hristot. VA 2~i201 . t?arnest BhoEEner 117 ltorth York Road Dillobnrg, PA 17019 Gharlos 3ho[[ncr 107 Old Yot'k Road .Neu Cumberiand PA 17070 __ - - .!Y_`~-_r--' tom, • . -. ..... _ ~,.. . .~ . . Page 1 of 1 Hary 07rlln carol zigler Cloyd A. shook C, Lyun Shenk Rebecca cohirk . Chrl~tolkpher COhlck sandy J. cohlck Dorothy aetc eolorvs J. Cohtck Trudy Cood Thonas C. Cohick H. Chlao Havbakor kiima Rolai • .. ~ Hvreta earrlck kayn0 S. Cohlck Luella Byets .. li Capltul Cogrl hulepmrd., Ray Pompana, pL .3)06? 905 COChIn Mrultanlccbur0. PA 17055 N 9 A11en road Carltale. PA 17013 110 Pnnrlh Ft. 8or1109 spring0, PA 17007 c1o Helen cohlck 12?27 Beverly Dr. xh(ltier, CA, 90601 11102 khftieY St. tthittivt, 071 40401 11)10 Haply Ot. khi[iigr, CA 90601 q2{ 4roghaa Orivv Catlfslu, PA !7013 6q6 N. eedfurd s!. Catilate. PA 17013 05{ k, Horlh St. Gtlislo. PA 17013 12 Sherley Lane, '. Boiling Sprlnpe, PA 1700? P,O. Aox 172, pauat 91. Hetcetsburg, PA 1723b ]O1 Srandy Run road Yevvfile, PA 172{1 q2t Oid kf 11Road Garilnlc. PA 1701.1 599 Rtq Sprfnq Road Nevvffle, PA 172{1 Al poor PinFa Ad. puariyvtlle. PA 17566 2 Dear CLOYD A SHENK: Department records indicate you are responsible for the settlement of the above estate or that you represent the responsible party,. As of this date, you have failed to resolve this matter. This is to again advise you that the estate is in delinquent status, as it remains unsettled. The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all outstanding liabilities by a personal representative or a transferee of an estate within -nine months of a decedent's death. Department records show that this estate remains open because: AN INHERITANCE TAX RETURN HAS NOT BEEN FILED. If the return was filed, please contact this office immediately. If this estate was opened for the purpose of filing a lawsuit, please provide the term and docket number of the proceeding in writing to this office so that we may postpone any further action. Under Act 40 of 2005, additional collection costs, including but not limited to fees of up to 39 percent of the amount due and attorney fees incurred in securing payment, may be imposed on any liability not paid prior to referral to a collection agency or contract counsel. This notice shall serve as a formal demand on you or your client from the Department of Revenue. If you fail to file the return, the Department may file a citation requiring you to appear in court to show cause for your failure to comply with the law. A finding of contempt in this matter could subject you to additional penalties and/or incarceration by the Orphans' Court of Cumberland County. '` RETURNS SHOULD BE FILED AND CHECKS MADE PAYABLE TO: '~: REGISTER OF WII,LS, AGENT Dear CLDYD A SHENK Department records indicate you are responsible for the settlement of the above estate or that you represent the responsible party. As of this date, you have failed m resolve this matter. ~'-'" "~'• *~Q+ *.~P estate is in delinquent status, as it remains unsettled. - i r :..~-0oriplete iter~..1.;.....:...... . , . ~ ~ payment of ., ~' 4 ff R hied ~~•~.. A s~gature state Within nine,. , ~ntYO1Jr e•artd~ddrass~oh~the'reiierse• X ,~>?~ d~,~ ^ mains open because: '• : so that we ~e car'd'to 'fit ., .. . `••' ~ AttBCh this yOU~ , . i. _, .. . to the back ot` the teal( B Received ^ '`~d'~ee ' or on the front !f spy petmlts. Piece, ~ e) C..Date of D Uvery FILED. _ . , - 1 • Arlide Addressed to: D, b dedvety ~ I PJ °~~~ :.. ` - ' fr YES, enter~~ ~--erent ~" ~" 17 ^ Yes ~ to was opened for the ry ~d~ below: ^ No ithe proceeding in writing c,~`~ ~c$ DRou,r 3os ; to fees of up to 2l 96-0$ D~~ro~MEO ~ 3' ~ rype ant, maybe ~ ~ rxPresa Maq .. _ - ~ - - -• alum Receipt for Merchandise • • • ^ Insured Mad ^ C.O.D. 2. Ardde Number 4' ~ ~ WeM (Extra Feq) ^ ~ A R by ease Prirrt Clew B. Date of Delivery ~~'~~""'~1 7DD9 ],68D DDDI, 7Di_'1 8653 -S,~ Ps Form 3811, Febntary 2004 ~ c. Domestic Return Receipt ~~r X ~ • 'y},, l ~~~ 102bgs.p~.-M,160o -:? (~ ~ v( ^ Add2ssee RETURNS SHO[JI.D. BE FII.)~ t. ~~~ ~ to: .: ° D• ~dtfrerent rrom dam i2 ^ Yes ~ REGISTER OF WILLS, AGES ~O ~ dress ~,~,~; o No I WILLIAM S DANIELS (, ~ ~' r , . ONE W HIGH ST STE 205 1 t ~ ~ ~~ C~ ~d$ CARLISLE RA 17013 Q Direct any questions regarding t MA _ HARRISBURG- DISTRICT Dt 2196-0615 DIBARTOLOMEO ~' PA DEPARTMENT OF REVE! , ^ cern~a Me,Y~F ^ dress Man ^ Registered " ^ Return Receipt far Mercheodise 1825 STANLEY DRIVE ^ lt>su<edMad'. ' ^ co.D. HARRISBURG PA 1710 3 -1 ~ 4-: Restrfated Dedveryt ,'~ ... 2 ~ ~~ ^ Yes PS Fo { ~258500•M-0952. i .:; - .. ~/tii7~ ~~ iy ~: IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA ESTATE OF WILMA E. COHICK, ORPHANS' COURT DNISION DECEASED NO 21-96-0615 ORDER AND NOW, this ~ ~ ~ day of _/C,~~J , 2011, upon consideration of the foregoing Petition, it is ORDERED and DECREED that YOU, Cloyd, Executor, for the Estate of Wilma E. Cohick, deceased, are hereby cited to be and appear at Courtroom No. 3 , on the /dray of ~ , 2011, in the Courthouse of Cumberland County, Pennsylvania, at /O.3d /~ .m., then and there show cause, if any there be, why the Inheritance Tax Return in said estate should not be filed; and to further direct that the cost of this action be borne by the said Executor. Orphans' Court Division Judge ~.., `== ~ ~ ; ~ c ~ x• ,~ ra .-~ _.: ~_. can ;. - c ~ ~ ~ .~_ ~ c.. ~~ . ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA In Re: WILMA COHICK N0.96-0615 CERTIFICATE OF SERVICE OF ORDER w~~-., , . ORDER DATE: JUDGE'S INITIALS: EEG TIME STAMP DATE: 03124111 ORDER ..... • .................................... .-...r n ...... .................. ......................... .............. SERVICE TO: METHOD OF MAILING: ® USPS RRR HAND DELIVERED OTHER ENVELOPES PROVIDED BY: [] PETITIONER JUDGE ® CLERK OF ORPHANS COURT MAILED: 031_ 25~I ~ ............ .................. ...... . ~.... ,ran T~ SERVICE TO: ENVELOPES PROVIDED BY: METHOD OF MAILING: ®PETITIONER JUDGE ® USPS RRR ~ CLERK OF ORPHANS COURT 0 HAND DELIVERED [~ OTHER MAILED: 03/ eputy Clerk of ans' Court - ~ - ~r ~~ri (, ~f ,~_ . _ _ (~ ~_ _ ..'J IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: ESTATE OF WILMA E. COHICK, . DECEASED ORPHANS' COURT DIVISIC)N NO. 21 96-0615 PRAECIPE TO DISCONTINUE WITHOUT PREJUDICE ~ ~ !" ~ - u i - - ~ . To Glenda Farner Strasbaugh, Clerk of Orphans' Court and Register of Wills The above-captioned action is a Citation for failurE= to file an inheritance tax return. Please mark this action discontinued upon payment of costs by the Estate as the Executor of t:hE~ Estate filed the inheritance tax return. DATE: May 5, 2011 Lora A. k`c:t'lick Attorney for Petition.e:r PA Department of Reve~n~ae Office of Chief Coun~;e 1 P.O. Box 281061 Harrisburg, PA 17128-1061 Attorney I . D . No . 6 99:3 6 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-Ofi01 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 -------- role ESTATE INFORMATION: ssN: Zoe-os-s2es FILE NUMBER: 2196-0615 DECEDENT NAME: COHICK WILMA E DATE OF PAYMENT: 05/05/2011 POSTMARK DATE: 05/04/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 07/ 29/ 1 996 REV-1162 EXI11-96) NO. CD 01441 1 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 5510.00 TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTY SEAL CHECK# 1061 INITIALS: WZ RECEIVED BY: S 510.00 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1162 EX(11-961 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280801 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NQ, CD 014424 DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- 1o~d ESTATE INFORMATION: ssN: 2o5-os-9285 FILE NUMBER: 2196-0615 DECEDENT NAME: COHICK WILMA E DATE OF PAYMENT: 05/05/2011 POSTMARK DATE: 05/04/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 07/29/1996 101 ~ 5.06 TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTY SEAL CHECK# 1061 INITIALS: WZ RECEIVED BY: 5.06 GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 1505610101 REV-1500 ~` i°'-'°' 'I~ PA Department of Revenue pennsytvarda Bureau of Individual Taxes ~"""~~`"~"`"`~`"~` PO BOx z8o6oi INHERITANCE TAX RETURN Harrisbum. PA t7iz8-0601 RESIDENT DECEDENT OFFICUIL USE ONLY Code Year File Number ENTER DECEDENT INFORMATION BELOW urity Number o ci a l S ec S MMDDYYYY Date of D ath e ~ ~- ' t ~ ( ' ( ~ ~W ~ ~ L: ~ ~.i.sii.i`~ii~l®® Decedent's Last Name Suffix (If Applicable) Enter Surviving Spouse's Information Below Date of Birth MMDDYYYY ~~ Decedent's First Name MI Spouse's Last Name Suffix Spouse's First Name MI ~CZ1 I-1T TTY ^ Spouse's Social Security Number FILL INAPPROPRIATE OVALS BELOW ~ 1. Original Retum O 4. Limited Estate ~ 8. Decedent Died Testate (Attach Copy of Will) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS O 2. Supplemental Retum O 3. Remainder Retum (date of death prior to 12-13-82) O 4a. Future Interest Compromise (date of death after 12-12-82) O 7. Decedent Maintained a Living Trust (Attach Copy of Trust) O 5. Federal Estate Tax Retum Required _ 8. Total Number of Safe Deposit Boxes O 9. Litigation Proceeds Received O 10. Spousal Poverty Credit (date of death O 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. O) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED T0: Name Number REGIS WILLS DSE ONLY C.C Zj a~a r r ~ m l'CC'0 ~ f,7 First line of address ~ ~ m ~-i ~ t ~ ~ C/~~ 1- C.,L7. C~n~7 ~ -t7 p=j ~ ~ - Second line of address n - `~= ~7 J:' ~'= City or Post Office State ZIP Code DATE FILE ^~ ~ ~ s 6 rf~~ITr1~ Correspondent's e-mail address: Side 1 1505610101 1505610101 J us`~ Under penalties of perjury, I deUare that I have examined this return, inGuding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, coned and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADD REV-1500 EX Decedent's Name: Decedent's Social Security Number RECAPITULATION 1. Real Estate (Schedule A) .......................................... ... 1. 1 2. Stocks and Bonds (Schedule B) .................................... ... 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) .. ... 3. 4. Mortgages and Notes Receivable (Schedule D) ........................ ... 4. 5. Cash, Bank Deposits and Miscellaneous Personal Property (Schedule E).... ... 5. 6. Jointly Owned Property (Schedule F) p Separate Billing Requested .... ... 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) t= Separate Billing Requested..... ... 7. 8. Total Gross Assets (total Lines 1 through 7) .......................... ... 8. 9. Funeral Expenses and Administrative Costs (Schedule H) ................ ... 9. 10. Debts of Decedent, Mortgage Liabilities, and Liens (Schedule I) ........... ... 10. t1. Total Deductions (total Lines 9 and 10) .............................. ... 11. 12. Net Value of Estate (Line 8 minus Line 11) ........................... ... 12. 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) ..................... ... 13. ~ ; 14. Net Value Subject to Tax (Line 12 minus Line 13) ................... ..... 14. TAX CALCULATION -SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0_ 15. 16. Amount of Line 14 taxable at lineal rate X .0 _ 16. 17. Amount of Line 14 taxable at sibling rate X .12 17. 18. Amount of Line 14 taxable at collateral rate X .15 18. 19. TAX DUE .........................................................19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 1505610105 O Side 2 1505610105 1505610105 REV-1500 EX Page 3 Flle Number / Decedent's Complete Address: ~~~G =Gtiv~,~ DECEDENTS NAME STREET ADDRESS ciry ~~lS/ - srArE ! ~ z~ / t Tax Payments and Credits: 1~ 1. Tax Due (Page 2, Line 19) (1) .~ c.~~ ~3~ cZ2 2. CreditslPayments ,,~ ~ A. Prior Payments ~ _ _ B. Discount f _ 2 ~L ~ ~~ ~p / ~~ Total Credits (A+ B) (2) '`~ 2~,' ,2,G-3~ ~(O 3. Interest (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Llne 20 to request a refund. (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) ~7 / ~~ ~t~ Make check payable to: REGISTER OF WILLS, AGENT. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred :................................................................................. ......... ^ b. retain the right to designate who shall use the property transferred or its income : ................................... ......... ^ c. retain a reversionary interest; or ................................................................................................................. ......... ^ d. receive the promise for life of either payments, benefits or care? ............................................................. ......... ^ [~ 2. If death occurred after Dec. 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ..................................................................................................... ......... ^ 3. Did decedent own an "in trust far" or payable-upon-death bank account or security at his or her death? ..... ......... ^ 4. Did decedent own an individual retirement account, annuity or other non-probate property, which contains a beneficiary designation? ............................................................................................................... ......... ^ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1,1994, and before Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3 percent (72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after Jan. 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0 percent 172 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: • The tax rate imposed on the net value of transfers from a deceased child 21 years of age or younger at death to or for the use of a natural parent, an adoptive parent or a stepparent of the child is 0 percent [72 P.S. §9116(a)(1.2)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5 percent, except as noted in 72 P.S. §9116(1.2) (72 P.S. §9116(a)(1)]. • The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12 percent [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. r ,' i:. I, WILMA E. COHIClC, of the City of Harrisburg, Dauphin County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. I. I devise and bequeath all of my estate of •every nature and wherever situate to my husband, CLOYD W. COHICK, providing he shall survive me by thirty days. II. Should my husband, CLOYD W. COHICK,predecease me orl I die on or before the thirtieth day following my death, i devise and bequeath al•1 of my estate of every nature and wherever situate in equal shares to my nieces and nephews living on the i thirty-first day following my death. III. I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. VI. I appoint my nephew, CLOYD A. SHENK, executor of this my last will. Should my nephew, CLOYD A. SHENK,fail to . qualify or cease to act as executor, I a ppoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY of H arrisburg, Pennsylvania or its s s -- \\ W ucces or, executor of this my last will. VII. I direct that my executor or his successors •shali ' not be required to give bond for the faithful performance of I their duties in any jurisdiction. ~ .I Pi WLTNESS WHEREOF, I have hereunto set my hand this Q~ ~ ~ day of /~~ 1992 . WILMA E. COHICK The preceding instrument, consisting of this and one other typewritten page identified by the signature of the testatrix, WILMA E. COHICK, was on the day and date thereof signed, published and declared by WILMA E. COHICK, the testatrix therein named, as and for her last will, in the presence of us, who, at her request, in her ence, and in the presence of each other have sub ribed our na s as witnesses hereto. ~ ~ ~L _..~.~ ~ ~vo_ ~a - FOLD MfR! RECEIVED FROM: WILLIAM S DANIELS ESQUIRE 1 W 'HIGH STREET . CARLISLE, PA 17013 ESTATE INFORMATION: © NUM 21-1996-0615 SSN 205-09-9285 NAME D E ENT (LAS (FIRS (MI( © COHICK WILMA E DATE OF PAV ® STMARK E COUNTY CUMBERLAND DATE OF DEATH REMARKS CLOYD A SHENK C/0 WILLIAM S DANIELS SEAL CHECK# 5 TAXPAYER ACN © ASSESSMENT ; AMOUNT CONTROL NUMBER 1 , fOID MN ~i TOTAL AMOUNT PAID 824 , 000.00 SK RECEIVED BY `W MARY C. LE IS REGISTER OF WILLS REV-1511 EX+(10-06) scNeou~E N COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES 8c INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT ESTATE OF FILE NUMBER CUh~LL, GJi~rr~G~ ~, ~Jci~ - (,~-S' Debts of decedent must be reported on Schedule L ITEM A. I FUNERAL EXPENSES: 1. B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions c Name of Personal Representative(s) ~ ~_b ~ ~ a , S ~I ~t (1 k a ~ (y t/ 3 , o [7 Street Address _ ~~ City State Zip Year(s) Commission Paid:__ ~J~~~_ 2. Attorney Fees Q' ~ r, ~ G ~ 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) -I -I Claimant ~~ ~ `~ Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees f (^ y,~ ~!~ ? ~ O J~'IAC~ C.P/~11¢~ CC..i~s~J~ ry.~ •~D ~`CaC LL ~ J(f ~Q 5~ Accountant's Faes 6. Tax Return Preparer's Fees M`tdc-Il ion Sln~Gm'~4`t, S, DD ~. ~i.hr~cStzc~,SS.tJll.e -F`c~5 G.rGt CDmrtn~SS;unJ 137..5 ~, C~r-~Lh..z(lctMrl L.~,a ~oL,nr\a,l ~ Cads ~Dt (~H~S (,~.oo D?, ~ Sin-~,rL.a; l ~ ~GIS Stn I;~ I~+f S.rS (~7, ~8 lv, P~~~ ~ I. UGT' S~UiLe -F4 f ~~~~~ ~L.DD l~• ~; 11ns ~f~Zs S1f,~L/ a$,DU ~3. (LESS.tVf '~-D' C IoStn 4S'~C~ a'S, oD TOTAL (Also enter on line 9, Recapitulation) $ ~ ~ G) l.~3, -~~ (It more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA SCHEDULE B INHERITANCE TAX RETURN STOCKS AND BONDS RESIDENT DECEDENT ESTATE OF FILE NUMBER Wilma E. Cohick 2196-0615 (All property jointly-0wned with Right of Survivorship must be disclosed on Schedule F. ) TTEM DESCRIPTIONS VALUE AT DATE NUMBER OF DEATH 1. United Gas Improvement Company 39 Shares @ $22.2454 per share $ 867.57 2. Pennsylvania Power & Light Company 56 Shares @ (average) $22.9375 per share / o ~/~,,~~J~ $1,284.50 ..7 ~ U r9 1. ~ r~c r/gl )'~j ®// ~~ /r c~L~+C F2/N /-~6J "' _ . 'r ~U1 ~/ ~ ~G~,S~ 3~ O / 4'~ to ~ TOTAL (Also enter on line 2, Recapitulation) .,-52~52~07 (Ijmore space is needed, insert additional sheets ojsame size.) C~ IIIIIIIII IIIII IIIIIIIIII II III III II IIIIIIIIII III IIIIIII III II III 5 5 9 7 WILMA E CQHICK ESTATE CLOYD SIiENK ESC C/O VYILLU~A t1~11WEl.S E8L1 i VdEST i~H STREEi' SUITE 205 CAI~.ISLE PA 17013-2951 Your Account Executive SWEED, 6EOR6E A (717) 249-2818 Account Number Tax ID Number A25-0019716 - A18 25-8552038 For the Period Page 1 11/01/96 Thragh 11/30/96 Last Statement: 10/31/96 Office Serving Your Account 19 BROOKWOOD AVE. SUITE 103 CARLISLE PA 17013-9142 Iac PrNCED PoRTI~LIO vauE COMBINED CLOSING BALANCE TOTAL -ACCOUNT EaUITT/WCDME so.oa 50.00 SB.N COMBINED OPENING BALANCE ABDITNNIS TO TOUT ACCOUNT SECIAMTfES SOLD TOTAL AODITIOIIS SUBTRACTNNIS FIIDM TOUR ACCOUNT VJITHDpAWALS TOTAL SIldTRACTNNIS ODMBINEO CLOSING BAIINICE AIROUIIt (530.00) 52,129.16 52,129.16 52,099.16 52,099.16 So.00 For DuP~ of cMvltY your malty merfxt Lund actlvlly has lvxn omitted, but Is wnnreriaed m your aecamt actlNty sumnxry and yaw money market fold summuy. YOUR ACCOUNT HAD NO PORTFOLIO POSIITONS AT MONTH END. End of Statemem Seclritles in every ec~rrt protected for SiB,tNN,N9. elac W1fb aonalaroa la» It7M aaaPlaln MrNWa NaWlnlf FAHNESTOCK & CO. BNC. ("FAHNESTOCK"} STATEMENT OF ACCOUNT 1. REGULATIONS All transactions in your account are subject to the constitution, ruins, reguVations. customs, usages, rulings and Interpretations of the exchange of market, and its clearing house, if any, where the transactions are executed, and if not executed on an exchange. cf the National Association of Securities Dealers, Inc. 2. FREE CREDIT BALANCES l•~ur c:les!ng cash balance= is heir! iinsuatr fated n< rt ty~'rrE= ., .;d '~y ~~:, i < < =i' r '~ :rr 4 ~;Gic t t ~ti== ~nri t }tit n. rrt f; Ic ' ~c S-3 ~, nd r t u ScwritE Exch n~.a P,t;t nt 1 a,o=i. You have the absouxte right .<> i. ~;eRde, in ttie nornrta ,,o.,r~5e ,rf bi , u ., ,.::n} h, ; ^=er:rt E „1. r:~,. and , n, Hilly paid .,r,r,u!'ities ,o t4rtch you t c e~nti11ei3. sub;r,~t to ,~ iy open eommdmanis in any ci your accounts. 3. iNTERESTIDIVIDEND5 We are required by laud to report annually io you and to the Internal Revenue Serric& UFiS7 on r-or!n 1099 Geri tin '..recent and dividend income credited to your account. The income that we report is ttie amount printed in the Income Sumrnaiy In the Yaar-to U rte secti ~~ urr the Irtsi t.aiement U~~at you ra;eive for each calendar year. Municipal interest is not report ed. Money market dividends are not oliglble for th© dividend exclusi<~m. 4. SUBSTITUTE FORM 1699-8 We are reyuirod to report to the IRS and to you on Form 1099-8 or a substitute the proceeds realized horn each disposlilan of securities as required from time to time by the IRS. We are using the -appropriate sales trade confirmation as our report to you by printing the legend 'Form tD99-B Substitute" in the description area. Wo report gross proceeds for each transaction to the IRS. Please rotain each sales confirmation for income tax purposes. 5. OPTION ACCOUNTS a. Random Mothod of Allocation Exerc(ce assignment notices for option contracts are atlocaied pursuant to a manual pracedura which randomly seleefs from among all client short option positions, Including posi- tions established on the day of assignment, those contracts which are subferi to exerasa. All shoo positions are liable for assignment at any time. A mare detailed description of our random allocation procedure is available upon request. b. Transactions information with respecf to commissions and other charges related to the execution of option transactions has been included an confirmations of such transactions previously fur- nished to vou. A summary ofi such information viii( be made promptly availabl© to you upon your request. c. Investment Obyectives Please promptly advise us in writing of any material change in your financial situation andlor investment objectives of your accounts at Fahnestock. 6. MARGIN ACCOUNTS You are entitled to receiv© securities purchased on margin upon full payment of any indebtedness to us. We reserve the right to limit margin purchas©s in accordanco witfit our policies as moditied from tune to time and in accordance with regulatory margin roquiroments. Any market increases and(or decreases wi!I be marked to-the- market nn the basis of the daily closing price. If your account is not a cash account, this statement may be a combined statement of your general account and of a special memoran- dum account maintained for you under Regulation T issued by the Board of Governors of the Federal Reserve System. The permanent record of the separate accounts as required by Regulation T is available for your inspection upon request 7. SHORT ACCOUNT BALANCES The proceeds of securities sold which you do not own (short solos) appear in your type 3 account in accordance with existing regulations. Any market increases and/or decreases from the original sale price will be marked-to-the-market on the basis of the daily closing pride. 8. DATES Dates shown on purchases and sale transactions are settlement dales. You may have received confirmations for transactions which do not appear on your statement. If Che settlement dates for the transaction shown on the confirmations are later than the date that appears at the top right of this statement, the transactions will appear on your next regular monthly statement. 9. TRANSFER OF AGCOUNT We can assign your accounts to anyone unless you give us written noUoe to the contrary at the tune. This right will inure to the benefit of anyone to whom we transfer your accounts. 10. CALLABLE BONDS AND PREFERRED STOCK Corporate and municipal bonds and preferred stock held in our nominee name are held In bulk segregation. In the event of a call for less than an entire issue or series of these secu- rities. the securities fo be called wlA be automatically selected on a random basis from thane held In bulk. The probability that your securities wiI! be selected Is proportional to the amount of your holdings relative to those of our other clianfs. A more detailed desartprion of our random selection procedure is available upon request. 11. OPEN ORDERS All previous open orders mast be cancelled wtren a new open order is placed. You will be responsible for errors that occur because of your failure to cancel an open order. The price specified in buy and sell stop orders will be reduced by the amount of dividends or r{ghts on the ex-dividend ar ex-rights dale- 12. MULTI-TRADED SECURITIES prders for options or other securities traded In more than one market vrilt be executed ui a market chosen by us unless you give us specific instructions to execute the order in a specific market. 13. SECURITIES HELD BY YOU Securities which you may be holding in your personal possession (or your safe deposit box} will oat appoar on this statement. 14. PORTFOLIO POSITIONS The amounts printed in the market value column of this section are month-endprices provided by us by outside quotation services for securities currently held by us in your acc~runt. Paces of municipal bonds, certain over-the counter securities ar~d federal obligations ors approximations and ors only for guidance purposes, For an actual quote, please contact your Account Executive. The prices used are based on the last reported recent transaction known to the quotation services and do not include estimated selling commissions. Fahnestock cannot guarantee the accuracy or availability of the prices obtained from the quotation services or of the yields or values which are calculated on the basis of these prices. 15. MONEY FUNDS Th© quantity represents shares owned as of the close of business on the statement period ending date. Average yield is a net annualized yield for the dividend period shown. The yield indicated fluctuates with short-term interest rates and should not be construed as representative of fixture results. 15. TOTAL ACCOUNT EOUITY This figure represents the approximate total dollar value of all your accounts on the statement date, Including all money funds. based on the combination of the settled money bai- anees, if any and ttte value of ail settled security and option positions. See "Portfolio Positlors" above far a description of the ^reans used to price securdies. 17. SECURITIES PROTECTION Wa are a member of the Securities Investor Protection Corporation (S3PC). This means tPrat soouri6es held by us in your account are protected up to a maximum of $500,DD0 per client, including up to a maximum of $t00,DOD for cash. Neither this coverage our any other governmenia! insurance agency coverage applies to money market funds. Securities in your account are covered up to $10 million per accounC under a policy the firm rna(ntains from Aetna Casualty & Surety Co_ 1& FINANCIAL STATEMENT A finarictial statement or Fahnestock is available for your inspection of our main office. A copy will be matted to you upon written request. 19. ERRORS AND OMISSIONS Please notify us within ten business days if you believe there is any inaorura<;y in ar7y transaction or balance roflerted on this statement. Please 6e sure to note your account number. 20. AUTOMATED CUSTOMER ACCOUNTTRANSFERS Customer is hereby informed there are inherent costs incurred by Fahnestock relating to the transfer of domestic security posRions. Fahnestock charges $25.00 for outgoing Automated Customer Account Transfers. In addition there may be for®ign custody charges Thai are passed along from the various custodial agents. These charges are substantial and range from $5D.06 to $250.00 per Bern depending on what country the securities are held in. 21. SERVSCE FEES A service tee of $?_5 per calendar quarter will be charged to all accounts inactive tfurutg the prior t2-month period. 22. CORRESPONDENT ACCOUNTS Customer funds ar securities are (orated at Fahnestock & Go. Inc. coot2s COMMONWEALTH OF PENNSYLVANIA SCHEDULE E INHERITANCE TAX RETURN CASH, BANK DEPOSITS AND RESIDENT DECEDENT MISCELLANEOUS PERSONAL PROPERTY ESTATE OF Wilma E. Cohick FILE NUMBER 2196-0615 (All property jointly-0wned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTIONS VALUE AT DATE NUMBER OF DEATH 1. Dauphin Deposit Bank, C/A # 10197869 4,715.11 Accrued Interest 2.32 2. Dauphin Deposit Bank, S/A # 4901100750 65,744.96 Accrued Interest 260 46 3. Dauphin Deposit Bank, C/D # 8000046431 10,258.27 Accrued Interest 21.26 4. Harris Savings Bank, C/A # 1700019673 5,895.74 Accrued Interest 2.89 5. Harris Savings Bank, C/D # 23-56-272023 14,847.21 Accnued Interest 38.66 6. Harris Savings Bank, C/D # 17-52-290872 9,000.00 Accrued Interest 32.31 7. Harris Savings Bank, C/D # 17-54-290873 9,000.00 Accrued Interest 34.11 8. Harris Savings Bank, C/D # 17-52-290874 9,000.00 Accmed Interest 34.11 9. Harris Savings Bank, C/D # 17-56-290875 9,000.00 Accrued Interest 34.11 10. Harris Savings Bank, C/D # 17-58-290876 29,689.27 Accrued Interest 122.30 11. Pennsylvania National Bank, C/A #201-28304 1,808.16 Accrued Interest .26 12. Pennsylvania National Bank, S/A # 3200020056 5,740.79 Accrued Interest 9.12 13. Fulton Bank, C/D # 028701 3,810.10 14. Corestates Bank, C/D #0082406 3 s ° ° ~ Figure Pending 15. Corestates Bank, C/D # 61-991879 °~/ Z (o '~O Figwe Pending 16. Corestates Bank, Interest, Certificate of Deposit ~ ~ L~- ~ 4 ~ 2 0 ° ~ ' 137 90 . 18. Chutnh of God, Refund p~s ~' °~ . . 3,298.00 19. Chwch of God, Close of P6A 20.07 ~ ~ ~R ~~ ~ ~. S~'. 3-~'i/, 4 I l ~ ~', G S~, N 9 TOTAL (Also enter on line 5, re space is needed, insert addi~ Estimate: size.) ' ~-~ ~~% "" ~-'-9~ CoreStates Bank, N.A. PO Box 7618 Philadelphia PA 19101-7618 October 23, 1996 RE: Estate of: Wilma E. Cohick Date of Death: July 29, 1996 Deaz Mr. Daniels In response to your letter, please be advised that the decedent held the following account(s) with our bank: DATE DATE ACCOUNT # ACCOUNT TITLE OPENED CLOSED PRINCIPAL CD 20097893 370-0082406 Wilma E. Cohick or Cloyd W. Cohick, Deceased Cloyd A. Shenk, P.O.A. 550-2076837 Wilma E. Cohick or Cloyd W. Cohick, Deceased Cloyed A. Shenk,P.O.A 350-2138174 Wilma E. Cohick or Cloyd W. Cohick, Deceased Cloyd A. Shenk, P.O.A. 318-7904282 Wilma E. Cohick or Cloyd W. Cohick, Deceased Coyd A. Shenk, P.O.A. I trust that we have been of assistance to you in this matter. Sincerely, CORESTATES BANK, N.A. Carol M. Smith CMS/ma/ 180 07/22/83 10/08/96 01/10/74 10/09/96 05/14/82 05/29/96 08!16!84 02/22!96 CoreStates Bank ACCR. 1~ 3,500.00 6.70 2,000.00 4.04 IN REPlY REFER TO: REPORTIN(3i SERVICES FC 6-90-3-235 PO 60X 1102 READING, PA 19603 610-655353 sas7 ~1usa> 5 SEP 13 '96 08:42 •..~ A.i nom. ~ 4 ~-' F a C~ `~ o~ ~~ C Kt V -~ ~ w ~ ci 0 499 P02 i/ ~y L (~ v`` ~ 1^ `^\_~ Y - , . `~~ ~ . C~ ~S ~ ~ ~ v c~ 09/13/96 08:45 TX/RX N0.0583 1 ~ ~, ~\\~\ (~~fJ \\ ~ 0 -~ 4 o t~ ~ ~ v P.002 ^ ~_ S - ~6 People dedicated to your success. (717)291-2589 William S. Daniels Humer & Daniels 205 Farmers ilrust Building One West High Street Carlisle, PA 17013 Dear Mr. Daniels: P.O. BOX 4887 • LANCASTER, PA 17604 August 3, 1996 RE: Wilma E. Cohick, deceased July 29, 1996 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: CD #100-0028701, open 1/10/90, roll over 1/10/96, balance $3,800.00, and accrued interest $10.10; paying 5.12, matures 1/10/2002, in her .name only. The year-to-date interest.actrially paid as of the date 1% of death is $240.67. There are no.accounts associated with Cloyd W. If you should have any further questions, please do not hesitate to contact me. /jrb Je frey R. Brown Credit Confirmation Processor Sincerely, i~ r CAN F~ C~~iVTfAL I~his information is furnished as a matter of business couttt„s~y in answer to your inquiry, and is for yoix confidential use ~~'V Na responsibility is assumed by the bank ar any of its off~;~~s ~,nyopinion herein expressed is si~,bject to chance Without ~~~+,~ s !y. Dauphin Deposit Bank and Trust Company MAIN OFFICE: 213 MARKET STREET, HARRISBURG, PENNSYLVANIA 17101 717 2552121 Decedent Confirmation Name: Wilma E. Cohick Social Security No.: 205-09-9285 Date of Death (DOD): 07/29/96 Account No. 8000046431 0010197869 ~ 4901100750 ------------------------ ------------------------ ---------------- TYPe Certificate of Deposit Checking Passbook Savings ------------------------ ------------------------ ----------------- Date Opened or Issued 01/12/82 01/22/92 06/01/73 ------------------------ ------------------------ ----------------- Date Closed or Matured 01/12/97 (Maturity) ------------------------ ------------------------ ----------------- Date of Death Balance PLUS $10,258.27 ------------------------ $4,715.11 ------------------ $65,744.96 ------ ----------- Date of Death Accrued Int. $21.26 ------------------------ $2.32 -- $260.46 Joint Owners ---------------- ------ ----------- (if any) Cloyd W. Cohick (Decd) -------------------- None None Date of Joint ---- ------------------ ------ ----------- Ownership 01/12/82 ----- 1099 Interest ------------------- ------------------ ------ ----------- Earned to DOD $458.84 $23.55 $1,038.65 Special Comments: N/A Additional information available at 520.00 per hour. One hour minimum. Date Prepared: August 29, 1996 Prepared by: Carolyn A. Berkebile Customer Management Information Dept. (CMI) Telephone No, (717) 255-2054 Page 1 of 2 i Form 00-020-216 (REV 7/93) J' DAUPHIN DEPOSIT BANK AND TRUST COMPANY, HARRISBURG, PENNSYLVANIA PACE No. 2 of 2 To Humer & Daniels Name: Wilma E. Cohick SSN: 205-09-9285 DOD: 07/29/96 PA-3 Account No. 00100789 Type Safe Deposit Box Date Opened or Issued 07/18/60 Date Closed or Matured Date of Death Balance Not Applicable PLUS Location: Date of Death Accrued Int. Main Office Joint Owners (if any) None Date of Joint Ownership Special Comments: N/A Additional information available at ;20.00 per hour. One hour minimum. Date Prepared: August 29, 1996 Prepared by: Carolyn A. Berkebile Customer Management Information Dept. (CMI) Telephone No. (717) 255-2054 HHARRIS~ I SAVINGS BANK Harris Savings Operations Center 635 North 12th Street Lemoyne, Pennsylvania 17043 717/731-1440 717/731-9392 Fax August 22, 1996 Humer & Daniels 205 F~uirers Trust ~,i 1 ~; *~ Cne N1est FIigh Street Carlisle, PA 17013 The inforruuition which you requested on the account(s) of ~~ E. Ochidc ~~ (Social Srcurity laumber 205-09-9285 ) is as follows. Account 1~umber(s) Class of Account Late Opener Principal Balance Accrued Interest balance at Date of Death Account Oxnershiv Name of Joint Oxner, if any Date Oxnershin Nas Fstnblished Additional Infor- riation Regtte:,ter! 17-52 290872 91 Day frt. 5-28-96 $9,000.00 32.31 17-54-290873 ~ 6 Nlths. Bert. 5-28-96 $9,000.00 34.11 17-54-290874 6 Mths. Cert, 5-28-96 $9,000.00 34.11 9,032.31 Trrlividual 9,034.11 Trv3i vidual Year to date interest: $71.55! $75.52 9,034.11 Trvii v,.~,at $75.52 Dio reaor<i ~ a safe deposit bear 5-28-96 5-28-96. 5-28-96 Please tc~Ve~ the ].'±K~BCIItOr Of this ate $ig[] the H]ClABed NT-9 fOLIII and retUZn it to me in the provided envelope, Thank you. ~ '/ v ACCOUNT NUMBER (S ) 17-56-290875 17-58-290876 23-56-272023 1 Yr. (J~~t. 18 Mths. Oert. 1 Yr. Oert. CLASS OF ACCOUNT 5-28-96 5-28-96 7-11-95 DATE OPENED $9,000.00 $29,689.27 $14,847.21 PRINCIPAL BALANCE 34.11 122.30 38.66 ACCRUED INTEREST 9,034.11 29,811.57 14,885.87 BALANCE AT DATE OF DEATH TTViiVldUdl Trrlividl~al TTVIiV;.i,ial ACCOUNT OWNERSHIP ~~'~'s:nferPS t: $75.52 $270'81 $483.30 NAME OF JOINT OWNER (if any) 5-28-96 5-28-96 7-11-95 DATE OWNERSHIP ESTABLISHED ~ ACCOUNT NUMBER(S) ,y~.~ ~' CLASS OF ACCOUNT DATE OPENED PRINCIPAL BALANCE ACCRUED INTEREST BALANCE AT DATE OF DEATH ACCOUNT OWNERSHIP NAME OF JOINT OWNER (if any) DATE OWNERSHIP ESTABLISHED 17-00019673 5-28-96 $5,895.74 2.89 5,898.63 Tnr7 i victual Year to date interest: $19.16 5-28-96 (~etchen L. ~- ,p REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SC1~IEDULE J BENEFICIARIES ESTATE OF /~ _ ~ _ / n FILE NUMBER ~1 ..S (j NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under ~J~~A~ // ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THR OUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: 1. A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II -ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ pi morn sperm is neeaea, insert aaanwnal sheets of the same size) COMMONWEALTH OF PENNSYLVANIA SCHEDULE I I ~Z.3~5+~" INHERITANCE TAX RETURN DEBTS OF DECEDENT, RESIDENT DECEDENT MORTGAGE LIABILITIES AND LIENS ESTATE OF Wilma E. Co6ick F1I,E NUMBER 2196-0615 TTEM DESCRIPTIONS VALUE AT DATE NUMBER OF DEATH 1. Emerald Drug, Medical Supplies 180.94 ~ 2. A.Z. Ritzman Associates, Medical Services 56.00 ~ 3 ~ ,c„i7` 2, ~ ~ ~/ , L-~ C T ,T~ir~ ~~~ ~ .2 , ,~. r Jiii T ~ TOTAL (Also enter on line 10 Recapitulation) X94 (If more space is needed, insert additional sheets ofsame size.l REV-151] E%a (2~87i SCHEDULE J COMMON W EALTN OF PENNSYLVANIA BENEFICIARIES INNRRRANCI iAx RRURN RRi1DRNT DLCEDRNT Cdhirrti, Wi~m(,~ ~, FILE ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSIi1P AMOUNT OR SHARE OF ESTATE A. Taxable Bequ ts: es 2~ ~~~~ , 1 1 z~--- ~- ~~~s ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: AMOUNT OR SHARE OF ESTATE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS )Also enter on line 13, Recapitulation) I $ (If more space is needed, inert addlfional sheets of some size) ESTATE OF WII.MA COHICK, DECEASED (Addresses of Beneficiaries) Dona Baer Mucio Norman E. Shoffner Delores J. Cohick Martinez 7383 Slaughter Rd. 6646 N. Bedford St. 1029 Main St. Bristol, VA 21202 Carlisle, PA 17013 Oberlin, Pa 17113 Earnest Shoffner Judy Good Tony Baer 117 N. York Rd. 854 W. -North St. 1225 Slate Hill Rd. Dillsburg, PA 17019 Carlisle, PA 17013 Mechanicsburg, PA 17055 Charles Shoffner Thomas C. Cohick 2580 Lewisberry Rd. 12 Sheeley Lane Ronald Baer York Haven, Pa 17370 Boiling Springs, PA 244 Lowther St. 17007 Lemoyne, Pa 17043 Mary A. Nichols 908 Congressional Way M. Chloe Hawbaker William Baer Deerfield Beach, FL P.O. Box 172 Faust St. 1435 Ridge Rd. 33442 Mercersburg, PA 17236 Wellsville, PA 17365 Laura Lex Wilma Rolar Freda Stoner Gastrock 7525 Carlisle Rd. 101 Brandy Run Rd. 7724 Fredrick Rd. Wellsville, PA 17365 Newville, PA 17241 W. Lanthorn Hills Hyattsville, MD 20784- Cloyd A. Shenk Mereta Barrick 1722 249 Allen Rd. 424 Old Mill Rd. Carlisle, PA 17013 Carlisle, Pa 17013 Lamy Stoner 124 Sunset View Dr. C.Lynn Shenk Wayne S. Cohick New Cumberland, PA 110 Fourth St. 599 Big Spring Rd. 17070 Boiling Springs, PA Newville, PA 17241 17007 Suzanne Coffey Luella Byers 202 Oak Knoll Rd. Christopher Cohick 81 Four Pines Rd. New Cumberland, PA 11302 Whitley Dr. Quarryville, PA 17566 17070 Whittier, CA 90601 Margaret Shoffner Sandy J. Cohick Bistline 11338 Maple St. P.O. Box 7073 Whittier, CA 90601 Hyndman, PA 15545- 0707 Dorothy Getz 424 Croghan Dr. Carlisle, PA 17013 IN THE COURT OF COMMON PLEAS CUMBERLAND COUNTY, PENNSYLVANIA IN RE: . ORPHANS' COURT DIVISION ESTATE OF WILMA E. COHICK, DECEASED NO. 21 96-0615 ORDER OF COURT AND NOW, this /d ~ day of ~^7 2011, upon consideration of a Praecipe to Discontinue the within action, the Motion is granted, the Rule is dismissed and the Citation is discharged upon payment of costs by the Estate. BY CO Judge ~ ` ~~ " ~ ~-_r i -Y - 'e'rr- -rn ~ ~,' -- cr.~ ~. ~.J ,-~ 0 -n -ri -~J' ~i :. --k;; ~ __ ~> i'l. Pr,.7 'n . ' '~ A 1 ~~ C_1 Va~ ORPHANS' COURT DNISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY In Re: WILMA COHICK _ pENNSYLVANIA N0.96-0615 CERTIFICATE OF SERVICE OF ORDER ORDER DATE: u~i i ii" JUDGE'S INITIALS: EEG TIME STAMP DATE: 0 /11/11 IN ~; ORDER SERVICE TO: WILLIAM DANIELS UE LOYD SHENK METHOD OF MAILING: ® USPS ^ RRR HAND DELIVERED O'I'I~R ENVELOPES PROVIDED BY: ® PETITIONER JUDGE ^ CLERK OF ORPHANS COURT MAILED: 05/12/11 SERVICE TO: METHOD OF MAILING: ^ USPS ^ RRR HAND DELIVERED ^ OTHER MAILED: ENVELOPES PROVIDED BY: ^ PETITIONER JUDGE ^ CLERK OF ORPHANS COURT COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: REV-1162 EX111-96) PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 015125 DANIELS WILLIAM S ONE W HIGH STREET STE 205 CARLISLE, PA 17013 --- fold ESTATE INFORMATION: ssN: 2o5-os-s2s5 FILE NUMBER: 2196-0615 DECEDENT NAME: COHICK WILMA E DATE OF PAYMENT: 10/27/201 1 POSTMARK DATE: 10/27/201 1 COUNTY: CUMBERLAND DATE OF DEATH: 07/29/ 1 996 REMARKS: CHECK# 1845 SEAL ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 ~ 5465.20 TOTAL AMOUNT PAID: 5465.20 INITIALS: DMB RECEIVED BY: GLENDA EARNER ~TRaRRaI i~N REGISTER OF WILLS REGISTER OF WILLS l~ -l ~~_~zi~ BLJREAIJ OP COLEECTIONS& pennsylvania i TAXPAYER SERVICES ~`~ ~ PO BOX 281041 ~`V - ~~. HARRISBURG PA nl2s-IOaI ~~ l~i' DEPARTMENT OF REVENUE . _ ~ n NOTICE OF DELINQUENT INHERII~ANCE TAX Rev-seb Po AEP roe-I u -. c E: WILLIAM S DANIELS C~-tr;~';' ~J~P,' '~ ~ -,~ ~ Notice Date: 10 / 17/2 011 S T E 2 0 5 C% ~~~ ~• ~~ -' ~~Estate of: 1 W HIGH ST CARLISLE PA 17013 COHICK WILMA E SSN: 205-09-9285 Date of Death: 0 7- 2 9 -19 9 6 File Number: 21 9 6 - 0 615 Date of Assessment: 0 7 -12 - 2 011 ACN: 101 Department records indicate a delinquent inheritance tax liability for the estate identified above. Below is a summary of the delingency. To avoid additional costs and interest, please pay the amount due within 15 days of the da±e of this notice. TAX INTEREST PENALTY CREDIT BALANCE 25,773.22 465.20 25,773.22 465.20 The Inheritance and Estate Tax Act mandates the filing of a tax return and payment of all outstanding liabilities by a personal representative or a transferee of an estate within nine months of a decedent's death. We encourage you to take this opportunity to address your tax delinquency. If you fail to do so, your account may be referred to a collection agency and additional fees up to 39 percent of the amount due will be added to the liability. Please detach and return the lower portion of this notice with your payment to the Register of Wills of the county indicated. Make check or money order payable to: Register of Wills, Agent. If the above balance due was paid recently, please disregard this notice. ~~'-~ ~ ~~ ~~ If you have any questions regarding this notice, please contact: Harrisburg Call Center 717-783-3000 ______________________________________________________ 1_-800.447-3020 (Services for_taxpayers_with special hearing and/or speaking needs) ------- ------------- PLEASE RETURN THIS PORTION WITH YOUR PAYMENT TO THE REGISTER OF WILLS IDENTIFIED Estate of: COHICK SSN: Date of Death: File Number: Date of Assessment: ACN: WILMA E 205-09-9285 07-29-1996 21 96-0615 07-12-2011 101 REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 Pennsylvania ~ DEPARTMENT OF REVENUE ~~~` i~:` _(_ :~--~I~TANCE TAX REV-1607 EX AFP clz-lo) --STATL~MLI~T OF ACCOUNT ~, f` ~. _ _ _ 11-21-2011 .`~~~ ~~-~ _~ ~~` ~~ ~~~ ESTATE OF COHICK WILMA E DATE OF DEATH 07-29-1996 (~,~~~{~ ~~ r-~r FILE NUMBER 21 9b-0615 dR~~ ~ vQtJRT COUNTY CUMBERLAND C~J~.1~~' `,~~` (~'~ p~ ACN 101 Amount Remitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: WILLIAM S DANIEI~S STE 205 1 W HIGH ST CARLISLE REGISTER OF WILLS 1 COURTHOUSE: SQUARE CARLISLE PA 17013 NOTE: To ensure proper credit to your account, submit the upper portion of 1:his form with your tax payment. CUT ALONG THIS LINE ~~~~ ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ _ REV X1607 SEX AF~P C12 llo) ~~~~~ *** INHERITANCE TAX STATEMENT~OF~ACCOUNT~~~**~~~~ ~~~~~~~~~~•~•••• ESTATE OF:COHICK WILMA E FILE NO.: 21 96-0615 ACN: 101 DATE: 11-21-2011 TAXSDUEATAPPNICAR•ON'OF AL,LRPAYMENTSI,STHE CURRENTTBALANCEINANDE IFMAPMLICABLE,BALMROJECTE) INTEREST FIGUREINCIPAL DATE OF LAST ASSESSMgNT OR RECORD ADJUSTMENT: 10-07-2011 25,773.22 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): PAYMENT RECEIPT NUMBER DISCOUNT C+) INTEREST/PEN PAID C-) AMOUNT PAID DATE 10-25-1996 AAh46875 1,263.16 24,000.00 05-04-2011 CD1014411 .00 510.00 06 05-04-2011 C1y,014424 .00 . 20 465 10-27-2011 CD~015125 465.20- . . TOTAL TAX PAYMENT 25,773.22 BALANCE OF TAX DUE .00 .00 INTEREST AND PEN. TOTAL DUE .00 ^ IF PAID AFTER THIS DATE, SEE R EVERSE SIDE FOR CALCULATION OF ADDITIONAL INITEREST. FORM IF TOTAL DUE IS REFLECTED AS A "CREDIT" CCR), YOU MAY BE DUE A REFUND. SEE: REVERSE SIDE OF THIS FOR INSTRUCTIONS.