HomeMy WebLinkAbout04-0278COMMONWEALTH OF PENNSYLVANIA
DEPARTMENTOFREVENUE
BUREAU OFIND~VIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128 O601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV 1162EX(11 96)
NO. CD 004719
WILEY JAN M
130 WEST CHURCH STREET
DILLSBURG, PA 17019
..... fold
ESTATE INFORMATION: SSN: 183-18-8961
FILE NUMBER: 2104-0278
DECEDENT NAME: KNAUB BAIRD D
DATE OF PAYMENT: 12/10/2004
POSTMARK DATE: 12/09/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 03/13/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $32,016.61
REMARKS:
TOTAL AMOUNT PAID:
$32,016.61
SEAL
CHECK//1025
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Estate of BAIRD D.
also known as
Register of Wills of York County, Pennsylvania
PETITION FOR GRANT OF LETTERS
KNAUB Recoraed 2'ff,~:~. of
..,,.,.. _ .o
. De'~se~R~lal~d~y No 183-18-8961
(COMPLETEPet~tl°ner(s) who,ls/.areA OR18 ,,y,e .arsB BELOW)°f age or older, apply0es) for
Cumberland Co, PA .
~ A Probate andGrant, of Letters Testamentary and aver that Petitioner(s) is/are the;execut~>r
decedent, dated 0 1 /1 8 / 2 0 0 1 and codicil(s) dated ',
named ~n the last Will of the
( State relevant c~rcumstances, e g renunc~abon, death of executor, etc )
Except as follows, Decedent d~d not marry, was not d~vorced, and did not have a child bom or adopted after execution of the
documents offered for probate, was not the wctlm of a killing and was never adjudicated incompetent
[~ B Grant of Letters of Admm~strabon
(d b n c t a, pendente lite, durante absentJa, durante rninodtate)
Pebt~oner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse
0f any) and he~rs
Name Relationship Residence
(COMPLETE IN ALL CASES ) Attach addltlona. I sheets ~f necessary
Decedent was domiciled at death in York
or pnnc~palres~denceat 13 N. Baltimore St. Rear~ Dillsbur9 Boroughr
(hst street, number, and mumc~pahty)
Decedent, then 81 years of age, d~ed March 13 ,20 04
Decedent at death owned prope~ w~th estimated values as follows
(If dom~led in PA) All personal prope~y
(If not domiciled ~n PA) Personal property In Pennsylvama $
(If not domiciled ~n PA) Personal property in County $
Value of Real Estate in Pennsylvama $
York Co. t
.at Church of God Home,
County, Pennsylvama, w~th h~s/her last family
PA
Car 1 lsl(~ocat~on) PA
$ 1 ,700,000.00
s~tuated as follows
Wherefore, Pet~boner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Pebt{on and the grant
of letters ~n the appropriate form to the undersigned
I S~gnature Typed or printed name and residence
JRonald A. Knaub
107 Tuckahoe Rd.~ Dillsbur~, PA 17019
snace/WIIIsPetG rantLt/2001
Oath of Personal Representative
Commonwealth of Pennsylvama
County of York
;- ' The P~bor~er(s)'above-named swear(s) or affirm(s) that the statements in the foregoing Pebtton are true
and correct to the best of the kn6wledge and behef or Pebt~oner(s) and that, as personal representative(s) of the
Decedent, Pebtlon(s) will well and truly adm~mster the estate according to law/~
Sworn to or affirmed and subscnbe(~- ~
before me th~s ~ day of RONALD A. KNAUB
2o : '
No
Estate of Baird D. Knaub Deceased
Soc,alSecuntyNo 183 - 18 L 8961 Date of Death March 13~ 2004
AND NOW, '~.~- c~ ~ , 20 O~ ,in consideration
of the Pebt~on on the reverse s~de hereon, satisfactory proof hawng been presented before me,
IT IS DECREED that Letters [~ Testamentary [~ Of Adm~mstratlon "
d b n c t a, pendente hte, durante absentla, durante minontate
are hereby granted to Ronald A. Kna~]b
~n the above estate and that the ~nstrument(s) dated January 1 8, - 2001 ......
described m the Pebbon be admitted to probate and filed of record as the last Will of. Decedent
Attorney
ID No
Address 130 W. Church St., Su3. te 1 00
Dlllsburg, PA 17019
Telephone 717-432-9666
FEES
Letters $
Short Certificate(s) (.P $
--Renunc~abon
Affidawts ( ) $
Extra Pages (30) $.
Codicil $.
JCP Fee $.
Register of V?lls ~'~
J~n M. Wiley, Esquire
06298 i
Inventory $
Automabon Fee , $.
Other $
h~s is to certify that the information here g~ven is correctly copled from an original certificate of death duly filed wtth me as
Local Registrar The original certificate will be forwarded to the, 'State Vital Records Office for permafient fihng
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No Date
,7, q,- ,,l q o°
COMMONWEALTH OF PENNSYt, VAN)A · OEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
17019
OF
BAIRD D. KNAUB
BE IT REMEMBERED, that I, BAIRD D. ~i~AUB, of 9 North
Baltimore Street, Dlllsburg Borough, York County,
Pennsylvania, being of sound mind, memory and understanding,
do make, publish and declare this as and for my Last Will and
Testament, hereby revoking and making null and void any and
all Wills and Testaments and writings in the nature thereof
by me at any time heretofore made.
ITEM 1: I direct that all my
paid as soon after
Just debts and funeral
my demise as may be
expenses be
convenient.
ITEM 2: Ail the rest, residue and remainder of my
estate, of whatsoever nature and wheresoever situate, whether
it be real, personal or mixed, including property over which
I have a power of appointment, I give, devise and bequeath
ROl~'r.l'~ A. ~I~AUB and MARY A. LEWIS,
unto my children,
shares.
equal
fall to survive
we die
share of
ITEM 3: Should my son, RONALDA. ENAUB,
for a period of thirty (30) days, or should
I then give, devise and bequeath his
his wife, PATRICIA E. KNAUB. Should my
fall to survive me for a period of
(30) days, or should we die simultaneously, I then
me
simultaneously,
my estate to
daughter, MARY A. LEWIS,
thirty
BAIRD D. KNAUB
give, devise and bequeath her share of my estate to her
husband, WAYNE E. LEWIS.
ITEM 4: I direct my heremnafter named Executor to pay
all lnhermtance, estate, succession and legacy taxes of
whatsoever nature and kmnd, to which my estate or the
transfer of any property passing hereunder or otherwise
passing by reason of my demise, may be sub]ect and to charge
such taxes against my residuary estate, mt bemng my mntention
that none of the aforesamd taxes, emther federal or state, on
any property required to be included in my gross estate,
under the provisions of any state or federal law now mn force
or hereafter enacted, shall be prorated among the persons
mnterested mn my estate to whom such property is or may be
transferred or to whom any benefit accrues.
ITEM 5: I appoint my son, RONALD A. KNAUB, as Executor
of thms my Last Will and Testament. Should my son predecease
me, fall to qualify, cease to act or renounce probate, I then
appomnt my daughter MARY A. LEWIS, as alternate Executrmx of
and Testament.
thms my Last Wmll
ITEM 6: I
shall not be
performance of
direct that my Executor or hms successor
required to give bond for the faithful
their dutmes in any 3urlsdmctmon.
ITEM 7: My Personal Representatives shall have the
followmng powers in addition to those vested mn them by Law
and by other provlsmons of this, my Last Will and Testament,
NESS:
BAIRD D. KNAUB
(SEAL)
exercmsable wzthout court approval, and effectmve untzl
dmstrmbutmon of all property:
To retamn any or all of the assets of my
estate, real or personal, wmthout restriction
to investments authormzed for Pennsylvania
flducmarles, as they from tmme to tmme may deem
proper, wmthout regard to any prmnclpal of
dmverslfmcatmon or rmsk.
o
To invest in all forms of property without
restrmctlon to investments authorized
for Pennsylvania flducmarles, as they from
tmme to time may deed proper, without regard to
any prmncmpal of dmversiflcatmon or rmsk.
To sell at public or private sale, to exchange,
or to lease for any permod of time, any real or
personal property and to give optmons for
sales, exchanges or leases, for such prices and
upon such terms or condmtmons as they from time
to time may deem proper.
To allocate receipts and expenses to principal
or income or partly to each as they from tmme
to time may deem proper.
5. To borrow money from persons or instltutmons,
themselves zncluded, and to mortgage or
pledge any or all real or personal property
as they in themr sole dmscretlon shall chose,
without regard to the dlsposltlve provisions of
this instrument.
6. To compromise any clamm or controversy asserted
by or agamnst my estate or trust estate.
7. To make dmstrmbutmon mn cash or in kind or
partly mn cash and partly mn kind, and in such
manner as they may determine, and at valuatmons
finally to be fixed by them.
IN WITNESS WHEREOF, I have hereunto set my hand and seal
thms /~- day of ~~ ,
;AESS:
BAIRD D. KNAUB
(SEAL)
COMMONWEALTH OF PENNSYLVANIA :
: SS
cOUNTY OF YORK :
Wet
L. V~R, the Testator and the wmtnesses
whose names
B~_IBDD. KNAUB, JAN M. WILEY, ESQUIBE and SH~
respectmvely,
are signed to the attached or foregomng
mnstrument, bemng fmrst duly sworn, do hereby declare to
the undersmgned authormty that the Testator smgned and
executed the mnstrument as hms Last Wmll and Testament
and that he had smgned wmlllngly (or wmlllngly dmrected
another to sign for him); and that he executed mt as hms
free and voluntary act for the purposes therein
expressed, and that each of the witnesses, mn the
presence and hearing of the T~stator, smgned thms Last
Will and Testament as witness and that to the best of
their knowledge the Testator was at the t~me emghteen
(18) years of age or older, of sound m~nd and under no
constraint or undue mnfluence.
BAIRD D. KNAUB
Sworn to and subscribed
before me thms /~ day of
NOTARY P~3BLIC /
MY COMMISSION EXPIRES:
S Dawn Gladfelter, Notary Pubhe
D~llsburg Boro, York County
My Commission Expires May 17, 2001
Member, Pennsylvania ,~o~tlon of Notaries
Jan M. Wiley
David J. Lenox
Timothy J. Colgan
Christopher J. Marzzacco
THE 9[/ILEY GROUP
June 4, 2004 Attorneys at Law
Wiley, Lenox, Colgan & Marzzacco, P.C.
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
David E. Hershey
Diana Woodside
Bradley A. Winnick
Jennifer L. Frechette
In Re: Estate of Baird D. Knaub
Number 21-04-00278
Dear Register:
Enclosed please find a check from the Estate of Baird D. Knaub in the amount of $59,850.00 for
prepayment of inheritance tax. This payment is being made on an estimated estate as follows:
$1,400,000.00 ~ 4.5% for a total tax of $63,000.00, less the 5% discount of $3,150.00 equals the
payment of $59,850.00.
Please return a receipt to my office in the envelope provided.
Thank you for your assistance.
Sincerely,
/'JAN M. WILEY, ESQUIRE
JMW/sdg
encl.
130 W. Church Street, Suite 100 · Dillsburg, PA 17019 · Phone: (717) 432-9666 · (800) 682-4250 · Fax: (717) 432-0426
Offices in Harrisburg ° York ° Carbondale
www. wileygrou plaw. com
THE XYZILEY GROUP
Attorney~ at L lw
Wdey · Lenox
Colgan · Marzzacco · PC
130 W Church Street · State 100
Ddlsburg, PA 17019
ATTN SUE
Register ot Wtlls
Cumberland County Courthouse
One Courthouse Square
Carhsle, PA 17013
$2
h,,ll,,ll,.ll.,ll,ll..,,llt,l.l,l..,tll
Date of Death:
Estate Number:
To the Register:
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Baird D. Knaub
March 13, 2004
I certify that notice of beneficial interest required by Rule 5.6 (a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
[~[O, rC[_. :lq ,2004:
malBe
Ronald A. Knaub
Mary A. lewis
Address
107 Tuckahoe Rd., Dillsburg, PA 17019
27 Greenbriar Lane, Dillsburg, PA 17019
Notice has now been given to all persons entitled
Date: }4~~, 2004
Rule 5.6 (a) except N/A.
/ ~gnature
(,~,2qame: Jan M. Wiley, Esquire
Address: 130 W. Church St., Suite 100
Dillsburg, PA 17019
Telephone: (717) 432-9666
Capacity: Counsel for personal Rep.
90:c~Lq 0[ ~W ~.
Jan M. Wiley
David J. Lenox
Timothy J. Colgan
C~lrist:opher ~. Marzzacco
June 4, 2004 THE ~7ILEY GROUP
Attorneys at Law
Wiley, Lenox, Colgan 8, Marzzacco, P.C.
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
David E. Hershey
Diana Woodside
Bradley A. Winnick
Jennifer L. Frechette
In Re: Estate of Baird D. Knaub
Number 21-04-00278
Dear Register:
Enclosed please find a check from the Estate of Baird D. Knaub in the amount of $59,850.00 for
prepayment of inheritance tax. This payment is being made on an estimated estate as follows:
$1,400,000.00 ~ 4.5% for a total tax of $63,000.00, less the 5% discount of $3,150.00 equals the
payment of $59,850.00.
Please return a receipt to my office in the envelope provided.
Thank you for your assistance.
Sincerely,
JMW/sdg
encl.
130 W. Church Street, Suite 100 · Dillsburg, PA 17019 · Phone: (717) 432-9666 · (800) 682~4250 · Fax: (717) 432-0426
Offices in Harrisburg · York ° Carbondale
www. wileygrouplaw, com
THE VCILEY GROUP
Attorneys at Law
Wiley · Lenox
Colgan · Marzzacco · P.C.
130 W. Church Street · Suite 100
Dillsburg, PA 17019
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO.
REV-1162 EX(11-96)
CD 004017
WILEY JAN M
1 S BALTIMORE STREET
DILLSBURG, PA 17019
........ fold
ESTATE INFORMATION: SSN: 183-18-8961
FILE NUMBER: 2104-0278
DECEDENT NAME: KNAUB BAIRD D
DATE OF PAYMENT: 06/07/2004
POSTMARK DATE: 06/04/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 03/13/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $59,850.00
REMARKS:
TOTAL AMOUNT PAID:
$59,850.00
SEAL
CHECK//0996
INITIALS. JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
STATUS REPORT UNDER RULE 6.12
Name of Decedent: ,~r'~::L ~. Ztq(f,_L/_~::)
Date of Death: ~ %/[~/~04
Will No. ~[ -0¢ - ¢¢~~ Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 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:
Yes ~//~No
2. If the answer is No, state when the personal representative reasonably believes that the
administration will be complete:
If the answer to No. I is Yes, state the following:
a. Did the personal representative file a final account with the Court?
Yes No ~
b. The separate Orphans' Court No. (if any) for the personal representative's account is:
interest?
Did the personal representative state an account inform~l!y to the parties in
Yes ... /,//' No --' ~
do Copies of receipts, releases, joinders and approvals of formal o~:informal accounts
may be filed with the Clerk of the orphans' Co: and may be attaChed to fl~s;,:._.,; report.
/ Sic ~ature '
Name (PleaSe tybe 6¢ prin~
Tel. No.
Capacity:
Personal Representative
Counsel for personal
representative
z
z
REV-1500
INHERITANCE TAXRETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
Knaub, Baird D.
DATE OF DEATH (MM-DO-YEAR) I DATE OF BIRTH (MM-DD-YEAR)
03/13/2004 I 08/20/1922
F APPLICABLE} SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL)
~- 1. Original Return [] 2. Supplemental Return
[] 4. Limited Estate [] 4a. Future Interest Compromise {date of death after
[] 6. DecedentDledTestata(Aitac,hcopy [] 7. DecedentMaintainedaLivingTrust(ARach
of Will) copy of Tr~st)
[] 9. Litigation Proceeds Received [] 10. SpousalPovertyCmdit(dateofdeathbetween
.ran M. Wiley, Esq. ~OMELETE MAILING ADDRESS
=IRM NAME (If appliCable)
The Wiley Group 130 W. Church St.
rEtEEHONE NUMBER Dillsburg, PA 17019
717/432-9666
OFFICIAL USE ONLY
F~LE NUMBER
21 04 00278
COUNTY CODE YEAR NUMBER
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
[] Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
11. Total Deductions (total Lines 9 & 10)
SOCIAL SECURITY NUMBER
183-18-8961
THIS RETURN MUST BE FILED IN DUPLICATE WiTH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
] 3. RemainderRetum(da[eOfdeathpdorto12-13-82}
[] 5. Federal EstateTax Return Required
8. Total Nurnber of Safe Deposit Boxes
[] 11.Election to tax under Sec. 9113(A) (Attach Sc~ O)
(1) Node
(2) 1,523,497.99
(3) None
(4) None
(5) 73,723.33
(6) None
(7) 763,683.63
(g) 249,424.66
(10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(8)
OFFICIAL USE ONLY
(11)
(12)
(13)
(14)
2,360,904.95
249,424.66
2,111,480.29
2,111,480.29
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax rate,
or transfers under Sec. 9116(a)(1.2)
x .00 (15)
16.Amount of Line 14 taxable at Pineal rate 2, 1 1 1,480.29 x .045 (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)
95,016.61
95,016.61
Copyright 2000 form software only The Lackner Group, Inc.
Form REV-IS00 EX (Rev. 6-00)
Decedent's. Complete Address:
I
801 N. Hanover St.
IcilY Carlisle I STATE P A I ZlP 17013 -
Tax Payments and Credits:
1. Tax Due (Page I Line 19)
2. Credits/Payments
A. Spousal Poverly Credit
B. Prior Payments
C. Discount
59,850.00
3,150.00
(1)
Total Credits (A + B + C) (2)
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total interest/Penalty (D + E) (3)
4. IfLine2isgreaterthanLinel +Line3, enter the differenca. This is the OVERPAYMENT. (4)
Check box on Page I Line 20 to request a refund
5. IfLinel+Line3isgreaterthanLine2, enterthedifference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
95,016.61
63,000.00
0.00
32,016.61
32,016.61
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 dght to designafe who shall use the properly 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 December 12, 1982, did decedent transfer property within one year of death without []
receiving adequate consideration? ............................... . ..............
3. Did decedent own an "in trust for" 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.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS
RE OF'PE RES FILING RETURN ADDRESS Dillsburg, PA 17019
rvrving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statuto~/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 twenty-one 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% [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%, 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% [72 P.S. §9116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
OF
BA~D D. KNAUB
BE IT I~EME~EP,~D, that I, B~/P/) D. KNAUB, of 9 North
Baltimore Street, Dillsburg Borough, York County,
Pennsylvania, being of sound mind, memory and understanding,
do'make, publish and declare this as and for my Last Will and
Testament, hereby revoking and making null and void'an~ and
all Wills and Testaments and writings in the nature thereof
by me a~ any time heretofore made.
I direct that all my just debts and .funeral
paid as soon after my demise as may be
ITEM 1:
expenses be
convenienT.
~;~ 2:
All the rest, residue and remainder of my
estate, of whatsoever naEure and wheresoever situate, whether
it be real, personal or mixed, including property over which
I have a power of appointmenT, I give, devise and bequeath
unto my children, RONALDA. ~ and MARYA. LEWIS, in equal
shares.
ITEM 3: Should my son, RONALDAi I~IAUB, fail to survive
me for a period of thirty (30) days, or should we die
simultaneously, I then give, devise and bequeath his share of
my estate to his wife, PATRICIA E. KNAUB. Should my
daughter, MA~Y A. LEWIS, fail to survive me for a period of
thirty (30) days, or should we die simultaneously, I then
give, devise and bequeath her share of my estate to her
husband, WAYNE E. LEWIS.
IT~ 4: I direct my hereinafter named Executor to pay
all inheritance, esraLe, succession and legacy taxes of
whatsoever nature and kind, to which my estate or the
transfer of any property passing hereunder or otherwise
passing by reason of my demise, may be subject and to charge
such taxes against my residuary estate, it being my intention
that none of the aforesaid taxes, ~ither federal, or state, on
any propersy required to be included in my gross estate,
under the provisions o~ any state or federal law now in force.
or hereafter enacted, s~all be prorated among the persons
interested in my estate 5o whom such property is or may be
transferred or to whom any benefit accrues.
IT~M~.' I appoint my son, ROlAnD A. K~UB, as Executor
of this my Last Will and Testament. Should my son predecease
me, fail to qualify, cease ~o act or renounce probate, I then
appoint my daughter F2%RX A. I~-IS, as alternase Executrix of
this my Last Will and Testament.
~ I direct that my~Executor or his successor
shall not be required to give bond for the faithful
performance of their duties in any jurisdiction.
IT~4 7: My Personal Represensatives shall have the
following powers in addition to those vested in them by Law
and by other provisions of this, my Last Will and Testament,
exercisable without court approval, and effective until
distribution of all property:
To retain any or all of the assets of my
estate, real or personal, without restriction
to investments authorized for Pennsylvania
fiduciaries, as they from time to time.may deem
proper, without regard to any principal of
diversification or risk.
2.' To invest in all forms of property without
restriction to investments authorized
for Pennsylvania fiduciaries, as they from
time to time may deed proper, without ~ega~d 5o
any principal of diversification or risk.
3. To sell at public or private sale, to exchange,
or to lease for any period of time, any real or
personal property and 5o give options for
sa~es, exchanges or leases, for such prices and
upon such terms or conditions as they from time
to time may deem proper.
4. To allocate receipts and expenses to principal
or income or partly to each as they from time
to time may deem proper.
5. To borrow money from persons or institutions,
themselves included, and 5o mortgage or
pledge any or all real or personal property
as they in their sole discretion shall chose,
without regard to the dispositive provisions of
this instrumens.
6. To compromise any claim or controversy asserted
by or against my estate or trust estate.
7. To make distribution in cash or in kind or
partly in cash and partly in kind, and in such
manner as they may determine, and at valuations
finally to be fixed by them.
IN WITNESS W~u~OF, I have hereunto set my hand and.seal
this' /~ day of ~ , ~_.
CO~4ONW~2%LTH OF PENNSYL%~%NIA :
: SS
COUNTY OF YOZ~K :
We, BA/BD D. ~I~AUN, JAN M. WILEY, ESQUIRE and SHAWNA '
L. %~ER, the Testator and the witnesses respectiye~y,
whose 'names are signed to the attached or forego.lng
instrument, being first duly sworn, do hergby declare.to
the undersigned authority that the Testator signed add
executed the instrument as his Last Will and Testament'
and that he had signed willingly (or willingly directed
another to sign for him), and that he executed it as his
free and voluntary act for the purposes therein
expressed, and that each of the witnesses, in the
presence and hearing of the Testator, signed this Last
Will and Testament as witness and that to the best of
their knowledge the Testator was at the time eighteen
(18} years of age or olde~, of sound mind and under no
constraint or undue influence.
BAIRD D. KNAUB
WfTNESS
Sworn to and subscribed
before me this /~ day of
NOTARY P~BLIC /
MY COMMISSION EXPIRES:
Notarial Seal
S. Dawn Gladfelter. Notary Publ~e
Dillsbu Bom, York Cou
SCHEDULE B
STOCKS & BONDS
ESTATE OF
Knauh, Baird D. FILE NUMBER
21 - 04 - 00278
All property jointly-owned with right of survivorship must be disclosed on Schedule F,
ITEM
NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF
DEATH
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
2O
The Bank of New York Fund & Series I-PA02:
The Bank of New York Fund & Series I-PA05:
The Bank of New York Fund & Series I-PA06:
The Bank of New York Fund & Series I-PA07:
The Bank of New York Fund & Series I-PA76:
Total accrued interest on The Bank of New York Funds:
Archstone Smith:
Delaware Delchester Fund:
Duff & Phelps Utility Fund:
Duke Realty Corp:
Income Fund of America:
Loral Space & Communications
Lord Abbet Bond Debenture:
Nuveen PA Prem Municipal Fund:
Putnam Tax Free Health:
Rite Aid Corporation:
Cumberland County 6% 12/l/2026, including accrued interest of $845.63:
Delaware PA 6.25% 12/15/2031, including accrued interest of $380.92:
Digitial Notes 8.625% 11/01/2012, including accrued interest of $313.88:
Household 7.25% 03/15/2017, including accrued interest of $80.19:
Total of Continuation Schedule(e)
152.77
170.17
176.99
688.57!
189.45
28.93
3.21
14.88
33.35
17.18
.65
8.07
15 94'
12.56
5.39
100.861
105.132
128.621
103.232
4,583.10
14,294.28
6,371.64
9,639.98
3,789.00
32.13
14,465.00
1,401.64
14,880.00
13,340.00
57,716.33
396.50
10,891.91
14,346.00
26,376.00
21,560.00
51,276.13
26,663.92
13,175.98
15,564.99
1,202,733.46
TOTAL (Also enter on line 2, Recapitulation) 1,523,497.99
SCHEDULE B
STOCKS & BONDS continued
ESTATE OF
IOtaub, Baird D. FILE NUMBER
21 - 04 - 00278
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
DESCRIPTION
ITEM
NUMBER
21
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
Household 6.65% 05/15/2012, including accrued interest of $49.14:
Household 6.75% 06/15/20 l 2, including accrued interest of $99.63:
Key Bank 5% 07/31/2012, including accrued interest of $109.20:
Lasalle 5.50% 10/26/2018, including accrued interest of $104.25:
Monroeville Hospital 7.60% 2008, including accrued interest of $221.52:
Penn St Turnpike 5% 12/01/2023, including accrued interest of$211.15
Southern 4.25% 11/12/2010, including accrued interest of $45.30:
Sovereign 45 11/21/2011, including accrued interest of $376.64:
West View 6.25% 11/15/2007, including accrued interest of $304.64:
Washington REIT 7.25% 2028, including accrued interest of $67.49:
The Vanguard Group Vanguard Pennsylvania Long-Term Tax-Exempt Fund Investor
shares, Fund #0077-09946716585:
.,,A - VALUEAT DATE OF
UNH V~LU= DEATH
1011081 20,315183
101.7041 19,432.96
101.224 5,165.45
101.993 15,520.47
110.368 16,766.35
100.868 13,158.14
99.193 30,128.54
304.64 17,716.94
108.508. 21,769.09
11.971 524,511.65
Accrued Dividends on Vanguard Account:
The Hartford Income Shares Fund, Inc.:
Nuveen PA Investment Quality Fnnd CUSIP 670972-10-8:
Nuveen Tax Exempt Insured Set 125 CUSIP 67096U-35-4:
Assurant, Inc.
Amphenol Corp CL A:
Cendant Corp:
CHR Communications:
Comcast Corp CLA:
7.91
15.96
31.97
24.347
29.808
22.957
4.507!
2&217
828.83
6,695.33
15,960.00
3,197.00
24,347.00
17,884.80
34,435.50
13,521.00
28,217.00
Page 2 of Schedule B
SCHEDULE B
STOCKS & BONDS continued
ESTATE OF
FILE
NUMBER
Knaub, Baird D.
21 - 04 - 00278
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION UNIT VALUE VALUE AT DATE OF
DEATH
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
COX Communications:
EcoLab, Inc.:
EMC Corp Mass:
Global Crossing Ltd:
Georgia Pacific Corp:
GTech Hldgs Corp:
Millennium Pharm Inc.:
Nextel Communications:
Oracle Group:
Schering Plough Corp:
Silver Standard Res:
Telefonica S A Sport Adr:
Time Warner Inc.:
Willis Grp Hldgs Ltd.:
Targets TR SIX TGE Gwth:
Talk Amer Hldgs CPN 12% 08/15/20 (Corporate Bond):
Citigroup Global Mkts:
27.592
12.972
16.167
31.637
58.39
17.51
25.102~
12.02
16.697
15.715
45.247~
16.447
36.985
10.005
15,638.50
20,694.00
19,458.00
12,480.92
22,145.90
29,195.00
17,510.00
12,551.00
24,040.00
16,697.00
23,572.50
22,623.50
24,670.50
9,246.25
19,940.00
47,566.97
25,012.50
Page 3 of Schedule B
SCHEDULE E
CASH, BANK DEPOSITS,& MISC.
PERSONAL PROPERTY
ESTATE OF
Knaub, Baird D. FILE NUMBER
21 - 04 - 00278
include the proceeds of Iitigat on and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivomhlp must be disclosed on echedule F.
ITEM
NUMBER DESCRIPTION
1
2
3
4
5
6
7
Citizens Bank Checking Account #6100744140:
IRS Refund:
Church of God Home (refund):
Delaware Charter (Death benefit):
Smith Barney Money Market:
Brockie Pharmatecb (refund):
Church of God Home (reimbursement):
VALUE AT DATE OF
DEATH
15,091.17
9,996.00
8,942.40
2,107.17
37,452.00
96.58
38.01
TOTAL (Also enter on Line 5, Recapitulation) 73,723.33
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Knaub, Ba~d D.
SCHEDULE G
INTER-VIVOSTRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
21-04-00278
ITEM
NUMBER
This schedule must be completed and filed if the answer t,o any of question_s I throu,(
DESCRIPTION OF PROPERTY DATE OF DEATH % OF
Include the name of the transferee, their relationship to decedent and the date Of tcansfer
Attach a copy of t~le deed for real estate VALUE OF ASSET
Pursell Associates, Inc., IRA: 88,951.40 100%
Pursell & Associates, Inc., Account held on behalf of 674,732.23
Elizabeth Knaub, who predeceased her husband, Baird D.
Knaub, and wherein an election to not tax was chosen on th,
inheritance tax return of Elizabeth Knaub:
DECD'S
INTEREST
4 on page _2 is yes.
EXCLUSION I TAXABLE VALUE
IF APPLICABLE)
88,951.40
674,732.23
TOTAL (Also enter on line 7, Recapitulation) 763,683.63
CI-B:AJEE H
~ EX~ISqSES &
~TNE COSTS
ESTATE OF Knanb, Baird D. FILE NUMBER
21 - 04 - 00278
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
FUNERAL EXPENSES:
Cocklin Funeral Home:
1
2
3
Baughman Memorial Works:
St. Paul's Lutheran Church:
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Ronald A. Knaub
Social Security Number(s) / EIN Number of Personal Representative(s):
198-42-6850
Street Address 107 Tuckahoe Road
city Dillsburg State PA Zip 17019
Year(s) Commission paid 2004
Attorney's Fees The Wiley Group:
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
C~ty
Relationship of Claimant to Decedent
Probate Fees Register o£ Wills:
State Zip
Accountant's Fees
Tax Return Preparer's Fees Pfister & Rompalo, CPA:
Other Administrative Costs
Dillsburg Banner (Advertise):
Cumberland Law Journal (Advertise):
Total of Continuation Schedule(s)
6,900.00
135.00
100.00
118,045.00
118,045.00
902.00
1,025.00
71.85
75.00
4,125.81
TOTAL (Also enter on line 9, Recapitulation) ~ ~49,424.66
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECE[OENT
SchedubH
ESTATE OF
Knaub, Baird D. FILE NUMBER
21-04-00278
3 RegisterofWills(add'lsho~ ce~ificates): 30.00
4
5
6
7
8
Filing Fee:
PA Dept. of Revenue (PA 40ES):
PA Dept. of Revenue (PA-40 2003 taxes):
Adams-Cumberland Medical Center, Inc.:
Citizens Bank (stop-payment fee):
35.00
1,000.00
3,020.00
32.81
8.00
Page 2 of Schedule H
SCHEDULE J
BENEFICIARIES
ESTATE OF
Knaub, Baird D. FILE NUMBER
21 - 04 - 00278
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
II.
Ronald A. Knaub
107 Tuckahoe Road
Dillsburg, PA 17019
Ma~ A. Lewis
27 Greanbriar Lane
Dillsburg, PA 17019
son
daughter
NON-TAXABLEEnter dollar amounDi~ts f°r distributi°nsSTRIBUTIONS:' shown above on nes 15 through 18, as appropriate, on Rev 1500 cover sheet
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX iS
SE NG MADE NOT
one-half of residuary
estate
one-half of residuary
estate
CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET
FROM : PURSELL ASSOCIATES INC
FAX NO. :717 243 3216
Nov. 02 2004 11:34PM P2
September 13, 2004
Jan M. Wiley & Associates
2 Barlo Circle
Dillsburg, PA 17019
Attorney Wiley:
Ronald Knaub, the Executor of the Estate of Baird D. Knaub, asked me to
provide you with the following information:
1000 Nuveen PA Investment Quality Fund CUSIP 670972-10-8
March 12, 2004 High 15.98 Low 15.925 Close 15.94 Mean 15.96
100 Nuveen Tax Exempt Insured Set 125 CUSIP 67096U-354
March 12,2004 Bid 31.97
Should you have any questions, please feel free to contact me at 717-243-
0619.
Sincerely,
Barbara J. Miller, Associate
Pursell Associates, Inc.
Although th~ informttlion listed above has been obl~ine~t from
believed to be reliable, fl~ere is no go~nte~ with respect to accuracy.
205 York Road · Carlisle, PA 17013 · (717) 243-0619 · 1-866-44.'t-0619 - Fax (71~ 2d0-3216
SMITH BARNEY_.
c t group-T
April 1, 2004
Jan M Wiley, ESQ
The Wiley Group
130 W Church Street
Suite 100
Dillsburg PA 17019
RE: 652-10700-18-221 BAIRD KNAUB
652-57093-14-221 RONALD A KNAUB EXEC EST OF BAIRD D KNAUB
Dear Jan:
We have received a letter of authorization from Ronald Knaub to give you
information on the above accounts.
Per your letter dated March 23rd we now have authorization to furnish you with
the information you requested.
Baird Knaub had a single account, 652-10700-18-221 that was opened on March
6, 1984. We opened an estate account, 652-57093-14-221 that was opened on
March 26, 2004 and the single account was transferred to the estate account.
I have enclosed the date of death values and dividends & Interest received
reports.
You are on the accounts for duplicate statements!
If you have any questions, please do not hesitate to call us.
(~ ~erely, .,. ~ .
ly Kilia~h
Ser or Client Ser'v~9.es Assistant to
Nei ~, Newman
SeniOr~Vice President- Investments
Portfoli° Manager
/kk
Enclosures
Citigroup Global Markets Inc. One Liberff Place 1650 Market Street, 45thFloor Philadelphia, PA 19103-7301 Te12158546000 Fax2158546125 Toll-free800233 1414
THE INFORMATION SET FORTH WAS OBTAINED FROM SOURCES WHICH XTdE BELIEVE RELL~BLE BUT WE DO NOT GUARANTEE ITS ACCURACY OR COMPLETENESS.
NEITHER THE INFORMATION NOR ANY OPINION EXPILESSED CONSTITUTES A SOLICITATION BY US OF THE PURCHASE OR SALE OF ANY SECUIK[TIES.
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March 29, 2004
H THTEFoRD
THE WILEY GROUP
ATTN: JAN WILEY
130 W CHURCH ST STE 100
D1LLSBURG PA 17019-1232
Re: Fund 116, Account 7710620083
Dear Shareholder:
Per your recent inquiry, our records show that the account noted above contained 846.439 shares of
The Hartford Income Shares Fund, Inc. on the date of death. The market value of these shares was
$7.91 per share at the close of business on 03/12/04. .~ ~ ~, ~.. ~ -~ ;~
The account is set up as an individual account in the name of Baird D Knanb Unf;rtunatelv d,,~ to
the nature of this fund we are unable to provide you with the date the accoun; was openet~'~t't~
interest accrued up to the time of death.
The Hartford Income Shares Fund, Inc. is a closed-end investment company and cannot redeem or
repurchase its shares from owners desiring to sell. Shares are listed on the New York Stock
Exchange and may be sold through most member firms. Certificates for full shares accumulated in
the dividend re-investment plan will be issued on written request. The remaining fraction will be sold
at a later date and payment made on receipt of proceeds from the plan agent.
If you have any questions regarding The Hartford Mutual Funds, please contact a Service Specialist at
1-888-843-7824, Monday - Thursday, 7 a.m. to 6 p.m. and Friday, 7 a.m. - 5 p.m., Central Time.
Sincerely,
Laurel Christenson
Service Consultant
Hartford Administrative
Services Company
P.O. Box 64387
St. Paul, MN55164-0387
Telephone 1-888-843-7824
CITIZENS BANK
525 William Penn Place
Suite 153-2510
Pittsburgh, PA 15219
April4,2004
THE WILEY GROUP
130 W CHURCH STREET SUITE 100
DILSBURG, PA 17019
Estate of BAIRD D KNAUB
Date of Death: Mar 13, 2004
SSN: 183-18-8961
Dear Sir/Madam:
In accordance with your request, the attached information sheet has been provided in the above decedent's
name as of his/her date of death.
For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please
call 412-867-3858.
Sincerely,
Alex Holmes
Operations Services
CITIZENS BANK
Account Number 6100744140
Account Title BAIRD D KNAUB
Date Opened 10/3/1984
Account Type Checking
Principal Balance as o f DOD $15,091.17
Interest from Last Posting to DOD $ 0,00
Account Balance as of DOD $15,091.17
YTD Interest to DOD $ 0.00
April 27, 2004
The Wiley Group
Attn: Jan M. Wiley
130 W. Church Street, Suite 100
Dillsburg, PA 17019
Estate of Baird D. Knaub
Dear Ms. Wiley:
We are responding to your request for the value of the following account as of March 13,
2004. Please convey our sincere condolences to the family of Mr. Knaub for their loss. Since
that date fell on a non-business day, we are providing the values for March 12, 2004. On that
date, the number of shares, price per share, and the value of the account were as follows:
Ronald A. Knaub, Atty-In-Fact
Baird D. Knaub
Name Fund #
Vanguard Pennsylvania 0077-
Long-Term Tax-Exempt 09946716585
Fund Investor Shares
Accrued
Shares Price Value
Dividends
43,818.851 $11.97 $524,511.65 $828.83
Please note that as of March 15, 2004 (the business day following the date of death), the
account's share balance remained the same. However, the share price had changed to $11.96.
Also note that the above-mentioned account was established on February 21, 2001.
Vanguard Voyager Service®
Post Office Box ~r2o, Valley Forge, Pennsylvania x9482-~x2o
(800) 284-7245 · www. vanguard, com
If you have any questions, please contact your Voyager Service Team at 1-800-284-7245.
Voyager's business hours are Monday through Friday from 8 a.m. to 10 p.m. and Saturday
from 9 a.m. to 4 p.m., Eastern Time. One of our dedicated Voyager Associates will be
pleased to assist you.
Sincerely,
Steve Mazzio
Registered Representative
Correspondence Number 20023254
Financial Consultants
March 29, 2004
Jan M. Wiley, Esquke
130 W. Church St., Suite 100
Dillsburg, PA 17019
Dear Mr. Wiley:
Per your request, I am providing you with the date of death value, accrued interest, and type of ownership for
each account that Mr. Baird Knaub had an interest in at the time of death.
If you need any additional information, please feel fi~ee to contact me.
Sincerely,
Barbara J. Miller, Associate
Pursell Associates, Inc.
205 York Road · Carlisle, PA 17013 · (717) 243-0619 · 1-866-443-0619 · Fax (717) 243-3216
QUANrrrY DESCRIPTION PER ACCRUED DATE OF
SHAREFUNIT INTEREST DEATH VALUE
500 Archstone Smith 28.93 14,465.00
436.648 Delaware Delehester Fund 3.21 1,401.64
1,000 Duff & Phelps Utility Fund 14.88 14,880.00
400 Duke Realty Corp 33.35 13,340.00
3,359.507 Income Fund of America 17.18 57,716.33
610 Loral Space & Communications .65 396.50
1,349.679 Lord Abbet Bond Debenture 8.07 10,891.90
900 Nuveen PA Prem Municipal Fund 15.94 14,346.00
2,100 Putnam Tax Free Health 12.56 26,376.00
4,000 Rite Aid Corporation 5.39 21,560.00
50,000 Cumberland County 6% 12/1/2026 100.861 845.63 51,276.13
25,000 Delaware PA 6.25% 12/15/2031 105.132 380.92 26,663.92
10,000 Digital Notes 8.625% 11/01/2012 128.621 313.88 13,175.98
15,000 Household 7.25% 03/15/2017 103.232 80.19 15,564.99
10,000 Household 6.65% 05/15/2012 100.699 49.14 10,119.04
20,000 Household 6.75% 06/15/2012 101.081 99.63 20,315.83
20,000 K-Mart Corp 9.35% 01/02/2020
19,000 Key Bank 5% 07/31/2012 101.704 109.20 19,432.96
5,000 Lasalle 5.50% 10/26/2018 101.224 104.25 5,165.45
15,000 Monroeville Hospital 7.60% 2008 101.993 221.52 15,520.47
15,000 Penn St Turnpike 5% 12/01/2023 110.368 211.15 16,766.35
13,000 Southern 4.25% 11/12/2010 100.868 45.30 13,158.14
30,000 Sovereign 45 11/21/2011 99.193 370.64 30,128.54
15,000 West View 6.25% 11/15/2007 116.082 304.64 17,716.94
20,000 Washington REIT 7.25% 2028 108.508 67.49 21,769.09
Approximate* account value as of March 13, 2004 452,147.20
I [
QUANiii'Y DESCRII~TION PER ACCRUED DATE OF
SHAREFtJNIT INTEREST DEATH VALUE
1,975.126 Amer Balanced FD CL C 17.41 34,386.94
1,595.762 Lord Abbett Midcap Vlu C 18.91 30,175.85
3,033.41 Lord Abbett BD-Deb C 8.04 24,388.61
Approximate* account value as o£March 13, 2004 88,951.40
* Although this information has been obtained from sources which we
believe to be reliable, there is no guarantee with respect to accuracy.
QUANITI'Y DESCRIPTION PER ACCRUED DATE OF
SHARE/UNIT INTEREST DEATH VALUE
4,382.001 Amer Balanced FD CL B 17.27 75,677.15
600 BRE Properties 6.75% PFD 25.11 15,066.00
1,634.275 Emerald Bkng & Fin CL C 24.92 40,726.13
4,590.459 Income Fund Amer Inc - C 16.93 77,716.47
55 Kmart Holding Corp 37.00 2,035.00
2,404.688 Lord Abbett Midcap Vlu C 18.64 44,823.38
9,804.251 Lord Abt Bd Debenture B 8.01 78,532.05
2,846.455 Lord Abbet Cony FD CL C 10.83 30,827.10
601.307 MSDW Hi Yld Sec Inc CL-D 1.79 1,076.33
4,309.764 Oppenhmr Balancd B 16.47 70,981.81
25,000 Cumberland 6% 12/1/2026 100.777 422.30 25,616.55
10,000 Delaware 5% 1/1/2028 102.993 97.92 10,397.22
10,000 GE Cap 5.45% 4/15/23 102.14 223.50 10,437.50
10,000 Household 5.75% 1/30/07 109.084 67.51 10,975.91
10,000 Household 7.45% 8/15/22 105.713 55.08 10,626.38
25,000 Household 7.5% 9/15/17 104.895 138.51 26,362.26
5,000 ESCKmart 8.125% 12/1/06 0.00
5,000 Lancaster PA 5% 12/15/14 105.178 89.76 5,348.66
25,000 Montgomery 5.12% 6/1/2027 102.31 360.50 25,938.00
40,000 Philadelphia PA 5.25% 15 99.402 143.75 39,904.55
10,000 Washington REIT 7.25°/0 281 108.953 33.66 10,928.96
6,765.639 FT Nadsaq I00 SER 2-5 YR 3.85 26,047.71
4,245.669 FT Energy TR SER 9-5.5Y 8.17 34,687.11
Approximate* account value as of March 13, 2004 674,732.23
sources which we
believe to be reliable, there is no guarantee with respect to accuracy.
09-30-2004 01:2?pm From-BNY 31S-414-3461 T-484 P.001/003 F-596
UNIT INVESTMENT TRUST
phone: (800) 856-8487 Fax: (315) 414-34S8
Date: 9/30/04
Number of pages: 3
TO: .lan M. Wiley, Esquire
FROM: Patricia Owen
Fax: 717/432-0426
Phone: 717/432-9666
[] Urgent
[] For your review
[] Reply ASAP
[] Please reply
Comments: Please see attached DOD information for Baird D. Knaub per your
correspondence dated September 20, 2004.
Thank you.
Patty
The Ba~. (Df New York, 111 S*,,.4~ts C.~eek ParkwaF; East Symc~e N~/', 13057
0~-~0-20§4 Ol:2Tpm Fro~-~NY 315-414-$4~1 %464 P,002/003 F-$~6
THE BANK OF NEW YORK
The Wiley Group
.attention: Jan M. Wiley, Esquire
Fax #: (717) 432-0426
Septernber 30, 2004
RE: PENNSYLVANIA INSURED MUNICIPALS INCOME TRUST SERIES 2, 5, 6 AND 7
A/C: 02621889
N/O: BAIRD D KNAUB
RE: PENNSYLVANIA INSURED MUN1Cn~ALS INCOME TRUST SERIES 76
A/C: 02076545
N/O: BAIRD D K/qAUB
Dear Ms. Wiley:.
Thank you for your recent correspondence concerning the referenced Unit Investment Trusts that
w~re hcld under the single registration of Baird D. IQlaub.
The date of death values of the referenced funds for account number 02621889 were as follows
(please noto that March 13, 2004 was a Saturday):
Fund & Series Trade Date Units
Bid Prise Accrued Interest
I-PA02 3/12/04 30 $152.77 $9,15
I-PA05 3/12/04 84 $170.17 $2.40
I-PA06 3/12/04 36 $176.99 $4,65
I-PA0? 3/12/04 14 $688.57 $11.42
I-PA02 3/15/04 30 $152.74 $9.17
I-PA05 3/15/04 84 $170,10 $2.43
I-PA06 3/15104 36 $176.95 $4.68
I-PA07 3/15104 14 $688.41 $11.52
e9-30-2004 Ol:Z?pm
From-BNY 31S-414-3481 T-464 P.003/003 F-~96
The date of death value of the referenced fu~d for account amber 02076545 was as follows:
Fund & Series Trade Date Units B~iid Price Accrued Interest
I-PA76 3/12/04 20 $189.45 $4.51
I-PA76 3/15/04 20 $189.38 $4.54
The issue dates for the referenced funds are as follows:
Fund & Series
I-PA02 5/20/88
I-PA05 5/20/88
I-PA06 12/9/87
I-PA07 5/20/88
I-PA76 12/9/87
We trust this information proves helpful. If you have questions or require fmther assistance,
please call our Customer Service DepatT,¥,ent at (800) 856-8487. We look foxward to being of
set,rice.
'Patricia Owen
Unit Invcstment Trust
Customer Service Department
1'-- Im:| o,I
0
0
0
0
· 'Dela-ware Charter
G~t~rt~ntee & Trust Company
ESCROW PAYMENT ACCOUNT
P.O. BOX 8963
Wilmington. Delaware 19899
CHECK NO.
635803
62-86
2,107.17
Pay Exactly: Two Tho.sand One Hundred Seven Dollars and 17/100
PAY
TO THE ESTATE OF BAIRD D KNALIB
ORDER OF:
First Union National Bank
Wilm'mcjton, DE 19807
VOID AI:'I'I[R 6O DAYS
5805"' ,:O~&OOS~q': 8&OOO&~Ol.q~?&,'
Delaware Charter
Guarantee &.Trust Company
DETACH ALONG THIS PERFOF',,¥i !L-"~'~i
cHEcK NO~ 635803
PROCESSING CODE: 0625/DLC
CHECK DATE: 05/24/04
PLAN NUMBER:
G & T NUMBER: 1843013
TRANSACTION DESCRIPTION: DST -DEATH/BENETOTAL
PAYABLE TO:
FIRM NAME:
FBO: ESTATE OF BAIRD D KNAUB
ACCOUNT NUMBER:
BIT CODE:
GROSS CHECK AMOUNT: $ 2,242.17
DEDUCTIONS:
WITHHOLDING:
CITY TAXES:$ 0.00
STATE TAXES :.$ 0.00
FEDERAL TAXES:$ 0:00
TRUSTEE FEES
FEES WITHHELD:$ 135.00
NET CHECK AMOUNT:$ 2,107.17
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Knaub, Baird D.
also known as
, Deceased
Ronald A. Knaub
No. 21 - 04- 00278
Date of Death 3/13/2004
Social Security No. 183-18-8961
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the pemonal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true
and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Attorney: Jan M. Wiley, Esq.
I.D. No.: 06298
Personal Representative
Signature: .,~,~/
Ronald A. Knaub '
Signature:
Signature:
Address:
130 W. Church St.
Dillsburg, PA 17019
Address: 107 Tuckahoe Road
Dillsburg, PA 17019
Telephone: 717/432-9666
Personal Property
The Bank of New York Fund & Series I-PA02:
The Bank of New York Fund & Series I-PA05:
The Bank of New York Fund & Series I-PA06:
The Bank of New York Fund & Series I-PA07:
The Bank of New York Fund & Series I-PA76:
Total accrued interest on The Bank of New York Funds:
Archstone Smith:
Delaware DeIchester Fund:
Duff& Phelps Utility Fund:
Duke Realty Curp:
Telephone: 717-432-5607
Dated: ],~/ "7/ ~ l-f/
~.~ i~,583.10
14,294.28
6,371.64
9 639 98
3,789.00
32.13
14,465.00
1,401.64
14,880.00
13,340.00
(Attach additional sheets if necessary)
Total Personal Property and Real Estate
$1,597,221.32
Estate of
also known as
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Knaub, Baird D. No. 21 - 04 - 00278
Income Fund of America:
Loral Space & Communications
Lord Abbet Bond Debenture:
Nuveen PA Prem Municipal Fund:
Putnam Tax Free Health:
Rite Aid Corporation:
, Deceased
Date of Death 3/13/2004
Social Security No. 183-18-8961
Cumberland County 6% 12/1/2026, including accrued interest of $845.63:
Delaware PA 6.25% 12/15/2031, including accrued interest of $380.92:
Digitial Notes 8.625% 11/01/2012, including accrued interest of $313.88:
Household 7.25% 03/15/2017, including accrued interest of $80.19:
Household 6.65% 05/15/2012, including accrued interest of $49.14:
Household 6.75% 06/15/2012, including accrued interest of $99.63:
Key Bank 5% 07/31/2012, including accrued interest of $109.20:
Lasalle 5.50% 10/26/2018, including accrued interest of $104.25:
Monroeville Hospital 7.60% 2008, including accrued interest of $221.52:
Penn St Turnpike 5% 12/01/2023, including accrued interest of $211.15
Southern 4.25% 11/12/2010, including accrued interest of $45.30:
Sovereign 45 11/21/2011, including accrued interest of $376.64:
West View 6.25% 11/15/2007, including accrued interest of $304.64:
Washington REIT 7.25% 2028, including accrued interest of $67.49:
The Vanguard Group Vanguard Pennsylvania Long-Term Tax-Exempt Fund Investor shares,
Fund #0077-09946716585:
Accrued Dividends on Vanguard Account:
57,716.33
396.50
10,891.91
14,346.00
26,376.00
21,560.00
51,276.13
26,663.92
13,175.98
15,564.99
10,119.04
20,315.83
19,432.96
5,165.45
15,520.47
16,766.35
13,158.14
30,128.54
17,716.94
21,769.09
524,511.65
828.83
2
Register of Wills of Cumberland County, Pennsylvania
Estate of Knaub, Baird D.
INVENTORY
also known as
continued
, Deceased
The Hartford Income Shares Fund, Inc.:
Nuveen PA Investment Quality Fund CUSIP 670972-10-8:
Nuveen Tax Exempt Insured Sar 125 CUSIP 67096U-35-4:
Assurant, Inc.
Amphenol Corp CL A:
Cendant Corp:
CHR Communications:
Comcast Corp CLA:
COX Communications:
EcoLab, Inc.:
EMC Corp Mass:
Global Crossing Ltd:
Georgia Pacific Corp:
GTech Hldgs Corp:
Millennium Pharm Inc.:
Nextel Communications:
Oracle Group:
Schering Plough Corp:
Silver Standard Res:
Telefonica S A Spon Adr:
Time Warner Inc.:
Willis Grp Hldgs Ltd.:
Targets TR SIX TGE Gwth:
3
No. 21 - 04- 00278
Date of Death 3/13/2004
Social Security No. 183-18-8961
6,695.33
15,960.00
3,197.00
24,347.00
17,884.80
34,435.50
13,521.00
28,217.00
15,638.50
20,694.00
19,458.00
12,480.92
22,145.90
29,195.00
17,510.00
12,551.00
24,040.00
16,697.00
23,572.50
22,623.50
24,670.50
9,246.25
19,940.00
Register of Wills of Cumberland County, Pennsylvania
Estate of Knaub, Baird D.
also known as
INVENTORY
continued
, Deceased
Talk Amer Hldgs CPN 12% 08/15/20 (Corporate Bond):
Citigroap Global IV~s:
Citizens Bank Checking Account #6100744140:
IRS Refund:
Church of God Home (refund):
Delaware Charter (Death benofit):
Smith Barney Money Market:
Broekie Pharmatech (refund):
Church of God Home (reimbursement):
No. 21 -04- 00278
Date of Death 3/13/2004
Social Security No. 183-18-8961
47,566.97
25,012.50
15,091.17
9,996.00
8,942.40
2,107.17
37,452.00
96.58
38.01
Total Personal Property
$1,597,221.32
4
Jan M. Wiley
David J. Lenox
Timothy J. Colgan
Christopher J. Marzzacco
December 8, 2004
THE V~ILEY GROUP
Attorneys at Law
Wiley, kenox, Colgan & Marzzacco, ?.C.
David E. Hershey
Diana Woodside
Bradley A. Winnick
Thomas M. Clark
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
In Re: Estate of Baird D. Knaub, deceased
File Number 21-04-00278
Dear Register:
Enclosed for filing please find an Inventory, the inheritance tax return in duplicate, and the status
report with regard to the above captioned estate. Also enclosed is a check in the amount of
$32,016.61 representing the tax due, and a check in the amount of $31.00 representing the filing
fee.
I am also enclosing a copy of the Federal Form 706 which is also being filed today.
Please remm the recording receipts to my attention in the enclosed envel'~ ~ ~
Thank you for your cooperation.
Sincerely,
/dg
encl.
130 W. Church Street, Suite 100 · Dillsburg, PA 17019 · Phone: (717) 432-9666 · (800) 682-4250 o Fax: (717) 432-0426
Offices in Harrisburg o York · Carbondale
www. wileygrou plaw. com
BUREAU OF INDIVIDUAL ~AXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
ESTATE TAX RETURN
*'
REV-US EXAfP 112-04)
,.
JAN M WtLEYESQ
WILEY GROUP
130 W CHURCH ST
DILLSBURG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-21-2005
KNAUB
03-13-2004
21 04-0278
CUMBERLAND
201
BAIRD
D
Allount R.llitted
PA 17019
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account~ submit the upper portion of this for.. with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ....
RE-Y=483--EX-1rFP--Coi:-03'-----.ii-NO-ffcE--OF--DETE-iMIN1rfIo-N-AN-D-As-sEssiiENT-----------------------------
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN ..
ESTATE OF KNAUB
BAIRD
D FILE NO.21 04-0278
ESTATE TAX DETERMINATION
ACN 201
DATE 02-21-2005
1. Credit For State Death Taxes as Verified
16.691.79
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
93.578.66
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
5. Pennsylvania Estate Tax Due
93.578.66
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
_IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.)
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INOIVIDUAL TAXES
DEPT, 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
WILEY JAN M
130 WEST CHURCH STREET
DILLSBURG, PA 17019
____u__ told
ESTATE INFORMATION: SSN: 183-18-8961
FILE NUMBER: 2104-0278
DECEDENT NAME: KNAUB BAIRD D
DATE OF PAYMENT: 03/07/2005
POSTMARK DATE: 03/04/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 03/13/2004
NO. CD 005031
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $1,731.15
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS:
CHECK# 2323
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$1,731.15
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
BUREAU OF INDIVIDUA.(1~R:E$--
INHERITANCE TAX DIVISldi(::::i
PO BOX Zil060l< . .
HARRISBURG PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REY-1547 EX AFP 112-04)
. "
\,.,.'V
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
02-21-2005
KNAUB
03-13-2004
21 04-0278
CUMBERLAND
101
BAIRD
D
OFFH~, .. .....
JAN M W!rLEY.ESQ
WILEY GROUP
130 W CHURCH ST
DILLSBURG
Allount Rellitted
PA 17019
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REv:r!W-E;tAFFr-r~1---o!'--N5T-icE-ot!-1'N'HE;tifA'rCE-TAi-APPRA-isE'r€N':--"LLONANct-o'R------------- ----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KNAUB BAIRD D FILE NO. 21 04-0278 ACN 101 DATE 02-21-2005
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
1.523.497.99
.00
.00
73.723.33
.00
763.683.63
NOTE: To insure proper
credit to your account.
subnit the upper portion
of this forll with your
tax paYllent.
(8)
2.360.904.95
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
211.379.16
.00
(11)
(12)
(13)
(14)
211.379 16
2.149.525.79
.00
2.149.525.79
If an assessment was issued previoUSly. lines 14. 15 and/or 16. 17. 18 and 19 will
reflect figures that include the total of abb returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
I
NOTE:
.00 X
2.149.525.79 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
.00
96.728.66
.00
.00
96.728.66
DATE
06-04-2004
12-09-2004
NUHBER
CD004017
CD004719
+
INTEREST/PEN PAID (-)
3.150.00
.00
AHOUNT PAID
59.850.00
32.016.61
INTEREST IS CHARGED THROUGH 03-08-2005
AT THE RATES APPLICABLE AS OUTLINED ON
~ REVERSE SIDE OF THIS FORM
. IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
THE
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
95.016.61
1.712.05
19.10
1.731.15
( IF TOTAL DUE IS LESS THAN $1. NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
PO Box 280601
HARRISBURG, PA 17128-0601
DECEDENTS NAME
REV-1470 EX (6-66)
REVIEWED BY
ITEM
SCHEDULE NO.
H B-1
INHERITANCE TAX
EXPLANA liON
OF CHANGES
Knaub, Baird D.
FILE NUMBER
Daniel Heck
ACN
2104-0278
101
EXPLANATION OF CHANGES
Reduced to $80,000.00. Personal representative fees can only be claimed against probate
assets.
ROW
Page 1
BUREAU OF INDIVIDUAI:.:1'AXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
~_,' '"T
JAN M WlbEYESQ
WILEY GROUP
130 W CHURCH ST
DILLSBURG
'*
REV-1607 EX AFP (03-05)
04-04-2005
KNAUB
03-13-2004
21 04-0278
CUMBERLAND
101
Allount Relli tteel
BAIRD
D
PA 17019
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
NOTE: To insure proper credit to your account. submit the upper portion of this forll with your tax pay.ent.
CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ....
.......................................~........................................................................
REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF KNAUB BAIRD D FILE NO.21 04-0278 ACN 101 DATE 04-04-2005
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. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE.
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-21-2005
PAYMENTS (TAX CREDITS):
PRINCIPAL TAX DUE: 96.728.66
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-04-2004 CD004017 3.150.00 59.850.00
12-09-2004 CD004719 .00 32.016.61
03-04-2005 CD005031 18.17- 1.731. 15
TOTAL TAX CREDIT 96.729.59
BALANCE OF TAX DUE .93CR
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .93CR
lIE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1.
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ.
YDU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
sx...
Q..:
,-
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF DETERMINATION AND
ASSESSMENT OF PENNSYLVANIA
ESTATE TAX BASED ON FEDERAL
CLOSING LETTER
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
BUREAU OF INOIVIIlUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 171ZB-D6Dl
REY-n' UAFP 112-DO
JAN M WILEY ESQ
WILEY GROUP
130 W CHURCH ST
DILLSBURG
07-04-2005
KNAUB
03-13-2004
21 04-0278
CUMBERLAND
202
Amount Reni tted
BAI RD D
PA 17019
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account I submit the upper portion of this for. with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR FILES ~
REY=736--EirAIWTlil:.-ozr----.ii-iiiffic'E--CiniET'E-RHiNAi'iiiii-AN-D-AifsESiiiiEiir------------------------- ---
OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER ..
ESTATE OF KNAUB
BAIRD
D FILE NO.21 04-0278
ACN 202
DATE 07-04-2005
ESTATE TAX DETERMINATION
1. Credit For State Death Taxes as Verified
16,691. 79
2. Pennsylvania Inheritance Tax Assessed
(Excluding Discount and/or Interest)
93,578.66
3. Inheritance Tax Assessed by Other States
or Territories of the United States
(Excluding Discount and/or Interest)
.00
4. Total Inheritance Tax Assessed
93,578.66
5. Pennsylvania Estate Tax Due
.00
6. Amount of Pennsylvania Estate Tax Previously Assessed
Based on Federal Estate Tax Return
.00
7. Additional Pennsylvania Estate Tax Due
.00
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (- )
TOTAL TAX CREDIT .00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
-IF PAlO AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL IIUE IS REFLECTED AS A "CREDIT" (CRJ, YOU HAY BE
DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTTDN~_l
~~L