HomeMy WebLinkAbout04-0436PETITION FOR PROBATE and GRAN'I' DJ." L~l i~t~
also known as
Ho. 'C,ZI - c~q - ~-t %
To:
- The petition °r the undcrslgucd respectfully represents that:~ ._
Your pctlll°ue~(s), who~are 18 years
in the last will of the above decedent, dated ~ ~ ~ ~ ~j ' :~ :'
aud codicilts) dated
Register of Wills for the
County or Co {~3~47,. L/'-'-'-'-'-'-'-'-'~x-~
Commonwealth of Pennsylvania
in the
(stnle tclevnnt chctttnstnllces, e.g. ICllUllcintloIt, death of executor, etc.)
~...a.., w-- ,~mnlcilcd at death in ~~ ~~ ..Coun~,~nnsylyan!a, with
h e.~ . last fa,ndy or pr,nc,pal t~:de,~ at .. ~ ~ ~~' 5~A~O ~
Oist street, number, Twp. or Doro.I
Except as follows, ~lecedent did not marry, was not divorced and did not ITave a child born or adopted
after execution o~ the will offered for probate; was not the victim o[ a killlng and was never adjudicated
Incompetent: ,
Decedent at dcalh owned property whh csllnlaled values as follows:
(If domiciled in Pa.) All persoqal property
(If not domiciled in Pa.) - Personal property in Pennsylvania.
(If not domiciled in Pa.) Personal prope[ty in County
Value of real estate in Penusyiva!~ja ,
situated as follows;
'~t/ztLd r 6<3-0
WHEREFORE, petitioner(s) respectfully request s{O the probate of .the last will and codicil(s)
presented herewith and the grant of letters ~F~'Y~p.--. o~q-,-a ~l'-~c~C"-~
ttestamentary; ad,nl,fistrafion c.t.a.; administration d.b.n.c.t.a.)
theron.
OATII OF PERSONAL REPRESENTATIVE
COMMONWEALTII OF PENNSYLVAN. IA ~
COUNTY o~._C29_~~t-r~r) ,.~ ss
The petitioner(s) above-named swca?(s) or affir'n~(s) that the statemeuts in the foregoing petition are
t~ue attd correct lo the best of the knowledge and belief of pctitionc~(s) and that as personal represen-
tative(s) of the above decedent petitioner(s} will well and truly a&nlnister the estate according to law.
be~re me thi~ ~3~' ~ ~ day or / '~ a
. ~~ ,~q . ~ . .. , / c · n
..' DECR~.E'O~' PRORATe. AND GRANT OF LETTERs
- ' .......... t ..... ' n of'the petillon
the reverse slde hereof, satisfactory proof having been presenle4 before me,
IT IS DECREED that the Instrument(s) dated ~ { ~) ( I ~' ~ d~
desci'ibed therein be admitted 19 probate and filed of record as lhe last ~iil o~
and Letters ' ~-~a ~'~~' ;
are hereby granted to ~~ ~. Lc~ ~ ~~ ~ ~~~
FEES
Probate, L~tters, Ere .........
Short Certificates( ) .......... $.~o.
,....- TOTAL $..,~. o~.
Filed . ~: ~ -.~.~ .
ADDRESS
PHOIqE
105.805 REV 0/86
This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00
No.
i105 143 Rev. 2/87
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
NAME OF DECEDENT (First. Middle, Lest) STATE FILE I~JMeER
ISEX I SOCIAL SECURITY NUMBER I DATE OF DEATH (Month, Day, Year)
" Violet E. Troutmaq Female I' 192-- 14 --7197 I* ~pri~ ~l boq
DATE OF BIRTH ' '
Months Days Hours Minutes
I S,.. oi' Foreign Country) IPH~os~CETN.O~ DEATH ,Check ertl ...... Instrucl, .... Ihe~o~deTl~"
,. 86 Y~. [~./24/1917[,Juniata, Co , . I ~ [] ~:" :.0 []
COUNTY OF DE~TH '
I C~TY, SORO~OF DEATH I FACIUTY NAME 0f ont ~stitu~on, gNe s~est a~ n~nbe0 lW~S DECEDENT OF H~SPAN~C OmG~N? [RACE -
· I
,~.umberland ~. Pennsboro ~ ~o%y ¢~-~r,{' ~osp'%~[ ~
· I [ .......... R~., ~. ~ ~0. Wh i t e
, DFcI=n;NT'S USUAL OC. CAJPATION ~ KIND OF BUSINESS / INDUSTRY ~VVAS DECEDENT EVER IN ~ DECEDENT'S EDUCATION ~ MARITAL STATUS - MalTied,
(G~. · Idnd ef wmt ~ dud~ mom I
m wxkl.g 14.; do .~ u.. re~.d) ~ ~ U.S. ARMED FORCES? I (8f~d~y m~f hl~h~t ~'a de ~m~.led) SURVIVING SPOUSE
/ Yes r'lNa r~ I E*..~..m~ I c~o., I New Marriarl Widowed
,,e. Seamstress I'". Clothinq b:. ~, [~nk I,* Widow
DECEDENT'S MAILING ADDRESS (Street, City/Town, State, Zip C0da) I DECEDENT,S 12 ~ -- ~ (0-12) (1-4
IACTUAL ITa'slele~d 17c. [] Yes. decadent lived in East Pennsboro
404 Center Street {RESIDENCE decadent twp
16 (See i~structions live in a
· Enola, Pa 1702~ I~o~-rs~) ,b. c~r,y Cumberland tow.s~p?
FATHER'S NAME (First, Middle, Lest)
~.. Maurice Reichenbaugh IMOTHER'S NAME (First' Middle' Maiden Surname)
INFORMANT'S NAME (Type/Pdllt) I "' Ava Sho~
INFORMANTS MAILING ADDRESS (SVe~. C~y/Town. S~le. Zip Code)
.~'. Marie Locke ~. 201 Chester Rd.. Enola. Pa 17025
METHOD OF DISPOSITION I DATE OF DISPOSITION I PLACE OF DISPOSITION- Name of Cemetery C(~.,,aiu~y I LOCA¥1ON - City/Town State Zi~'Cod
Da"~on [] ~"~ ~ c~"~uon [~em~ei ~ Sleto C] ~1~, 4/26/04
21a. Diner (Specify) tM..~, O.~,
· I~¢.Stone Church Cern ~Z~d. Silver Sprinq Twp Pa
~ PERSON ACTING AS SUCH ! LICENSE NUMBER ! NAME AND ADDRESS OF FACILITY
~ I~.P D 011897 L 1~2~8u11±van FIt 51 N
· Tothebestofmyknowldeaitloc ' ' -- ' , . Enola Dr. Enola Pa
-- I (Si~lum ~ Title'' ' · I ICENSE NUMBER IDATE SIGNED '
it time of death to eclge curred et the time dale and place stated L
C~lily cause of death, 123a"'- ; I J(Mo~h, Day, Year)
terns 24 26 must be c leted by ' 25b. 23c
'-' = "' ' ; ' " ' ' ' '
mm~ng in death) ~
Sequentially IJst con~tk3ns b,
CAUS~ (~.es* ~.i~ c. ~3 /"~ ~ c~ ."/-~/,,~.~ ~/~
WAS AN AUT~SY I ~RE AUTOPSY FININGS I MANNER OF DEATH
PERFORMED? I AVAI~BLE PRIOR TOI ~
~ COMPLETION OF CA~E I Natural .~ H~i~
I OF DEATH? ~ ~
/I IA~em ~ P~ Invesaga~
· "DI
CERTIFIER (~ ~ly ~)
'~R~NG HY ClAN ~ ~ ~' i ~ ~ · w~n a~ '
30a. 30b. M. 30C 30d
~Y - At home, far,n, street, factor, office ION (Slreet, City/Town. State)
.SIGNATURE AND TITLE OF CERTIFIER
1 DATE SIGNE[~ (Mo~t, Day. Year)
' ,,,o~ _o ~u_,_c.,?.o AND cEm~F.NG P.Y.C,AN <p~c~ ~o~ ~.~ de~. ,nd ~.~th.,
....... my .n~ldge, de.~ ~cu.. et the .m, date, .nd place, and dui to
.
NAME AND ADDRESS OF PERSON WI-IO COMPLETED C.~USE dF DEATH
(Item 27) Type or Pdnt
Dr. Mirarchi
~z108 Low h
DATE FILED (Month, Day, Year)
//
LAST WILL AND TESTAMENT
OF
VIOLET E. TROUTMAN
I, VIOLET E. TROUTMAN, Widow Woman of Enola, Eas~Pennsboro
ship, Cumberland County, Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make,
publish and declare this to be my Last Will and Testament
hereby revoking any and all Wills and Codicils previously
made by me at any time heretofore.
FIRST: I hereby direct that my personal representative,
hereinafter named, to pay all my just debts, funeral and testa-
mentary expenses as soon after my demise as may be practicable.
SECOND: Ail the rest, residue and remainder of my
estate I hereby give, devise and bequeath as follows:
A. TWENTY-FIVE (25%) PER CENT to my son, ROBERT W.
TROUTMAN;
B. TWENTY-FIVE (25%) PER CENT to my daughter,
MARIE V. LOCKE; and
C. TWELVE and ONE HALF (12~%) PER CENT each to
my four grandchildren:
per captia, and
1. HOWARD W. LOCKE and FRED E. LOCKE,
2. PAUL R. TROUTMAN and SUZANNE M. TROUTMAN,
Should either of my children predecease me,
per capita.
THIRD:
his or her twenty-five (25%) per cent share shall pass equally
between his/her two children.
FOURTH: I direct that all my assets be sold as
expeditiously as possible following my demise to accomplish the
distribution as required in Paragraph SECOND above.
FIFTH: I hereby nominate, constitute and appoint
my son, ROBERT W. TROUTMAN, and my daughter, MARIE V. LOCKE,
as Co-Executors of this my, Last Will and Testament.
SIXTH: None of the abovenamed persons shall be required
to post bond or surety in this or any other jurisdiction for
faithful compliance of the office of Executor/Executrix.
IN WITNESS WHEREOF, I have hereunto placed my hand seal,
to this my, Last Will and Testament, consisting of this and
one (1) other typewritten page, identified by signature, on
VIOLET E. TROUTMAN
The preceding instrument, consisting of this and one (1) other
typewritten page, identified by the signature of the Testatrix,
VIOLET E. TROUTMAN, as her Last Will, who at her request, and
in her presence and in the presence of each other, have sub-
scribed our names as witnesses hereto.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
and
)
SS. :
)
, the Testatrix, and the Witnesses, re-
spectively, whose names are signed to the attached and foregoing
instrument, being first duly sworn, do hereby declare to the under-
signed authority that the Testatrix, VIOLET E. TROUTMAN, signed
and executed the instrument as her Last Will; and that she signed
it willingly, and that she executed it as her free and voluntary act
for the purposes therein expressed; and that each of the Witnesses
in the presence and hearing of the Testatrix, VIOLET
signed the Will as Witnesses, and to the best of their knowledge
and sight, the Testatrix, VIOLET E. TROUTMAN, was at least
eighteen (t8) years or older and under no constraint or undue
VIOLET E. TROUTMAN, Testatrix
(SEAL
influence.
Witness
Witness
,
dated on this the (~'Jay of
Subscribed to and sworn to before me by the Testatrix, VIOLET E.
TROUTMAN, and subscribed to and sworn to before me by
~1~~ , the Witnesses,
, 19 .
~ pUblic
My Commission Expires:
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 08/02/2004
OWEN DONALD B ESQUIRE
708 NORTH FRONT STREET
P O BOX 416
WORMLEYSBURG, PA 17043
RE: Estate of TROUTMAN VIOLET E
File Number: 2004-00436
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 08/15/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
Sincerely,
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 08/02/2004
LOCK MARIE V
PO BOX 6
ENOLA, PA 17025
RE: Estate of TROUTMAN VIOLET E
File Number: 2004-00436
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 08/15/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
Sincerely,
~~GLENDA FARNER ~H
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 08/02/2004
TROUTMAN ROBERT W
111 CUMBERLAND ST
ENOLA, PA 17025
RE: Estate of TROUTMAN VIOLET E
File Number: 2004-00436
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 08/15/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
Sincerely,
Clerk of the Orphans' Court
Name of Decedent:
Date of Death:
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Will No. ~,~/-~O z/-~/.~ ~ Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration 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 :
Notice has now been given to ail persons entitled thereto under Rule 5.6(a) except
Date:
Name
' ~ . _
Add. ss
Telephone (y/7)
Capacity: ~ PersonM Representative
__Counsel for personal representative
n
UJ
0
UJ
0
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
[] 4, Limltnd Estate
[] 2. Suppbiir~.b~i Retom
[] 4a. Future Interest Compromise (dmofdea~1a~e~12.t2-82)
[] 7. Decedent Maintalnnd a Living Trust ~ach .ow
REGISTER OF WILLS
[] 3. Remainder Retum(~a~ores2.t~2)
[] 5. Federal Estate Tax Retem Required
(~ 8, Total Number of Sate Depuslt Boxes
1. Real Estate (Schedule A) (1)
2. St~ and Bonds (Schedule B) (2)
3. Cbealy Held ~n,Pa~emhip or ~mp~=hip (3)
4. ~ & No~ R~bab~ (~u~ D) (4)
5. C~, Bank ~ & M~l~us Pe~nal P~
(~ub E) (5)
6. Jo~ ~ Pm~ (~u~ F) (8)
7, I~-~ Tm~m & M~I~ No~ pm~
(S~u~ ~ ~ L)
8. T~I Dross A~ (~a[ Lin~ 1-?).
9. Funeral ~ & Ad~ ~a (~u~ H) (9)
10. ~ ~ ~en[ ~e ~, & L~ (~u~ I) (10)
11. T~I ~u~o~ (~1 Lh~ 9 & 10)
I'-] I0, Spoueal Poverty Credit (des a,,~aa ~z. ee, 12..3~.9~ ~ 1.1.~) ['"] 11, Elec~on te tox under Sec. 9113{A) (.~ sc~ o)
(11)
12. Net Value of Eetete (L~e 8 minus Line 11) (12)
13, Cbe~table and Govemmentel Bequests/Sa: 9113 Trusts for which an elec~n to tax has not been (13)
made (Schndule J)
14, Net Vetoe Subject to Tax (Line 12 minus Line 13) (14)
15, Amount of I~ne 14 taxable
at the six)usal tax rate
See !~S~ljC~Ous on reverse a~e for edplical~e ~menteae
16. Arnount of lln~ 1~Jaxable
17' Am°unt 0f line 14 laxnl~
at 15% rn~ X .15 (17)
18. Tax Due (t8)
SIGNATURE OF PERSDfJ. RESPON$1BLE EOR FLUNG RETURN, ~ Auu.~S ..~
SIGNATUI~,OFI~EPARERQTHER/ifrtAN~I:~t;~ENTATIVE /'~DDI~E~ ~"~ ~J ' ~
DATE ~'//<//d ~.-/
DATE "' '~ ~
-Decedent's (~)mplets Add'ss:
Tax Payments and Credits:
1. Tax Due (Page 1 Une 18)
2. Credits/Payments
A. Spousa; Poverly Credit
6. Prfer Payments
C. Discount
3. Interes~enalty if applicable ~///~-~
D. Interest
E. Penalty ~.,(~_~.//',.~
Total Credits (A * B + C ) (2) /
Total Interest/Penalty ( D + E ) (3)
if line 2 is greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Une 19 to request a refund (4)
~'Nne 1 + line 3 Is greater than fine 2, enter the difference. This is ~ (5) .~,
A. Enter the Interest on the tax due. ' (SA) '
B. Enter the totaJ of Une 5 + SA. This Is the BALANCE DUE.
Make Check ~ OF
($B)
AGENT
72 P.S. §9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995.
72 P.S. §9116 (a) (1.1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or after January 1, 1995~ The statute (Joes 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 JANUARY t, '1995 - Please answer the following question by placing an "x" in the
appropriate space, or ~lla
Did the decedent create a truet r arrangement which Is 8olely for the aurvlvlng apouea'a benefit for his or her entire
lifetime? Yea [] No [~'
If you answered yes to the above quest on, the tax on the trust or similar arrangement is postponed until the death of the second
spouse, at which time it will be fully taxable at the rata(s) applicable to the remainder beneficiary(les). Enter the value of the trust on
Schedule J, Part I1, in order to remove it frorff the calculation of the tax due in this estate. You may wish to file Schedule O In order to
make the election available under Section 9113. If the election is made, the trust or similar arrangement is taxed in the estate of the
first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse is taxed at the zero tax rate,
and the. remainder is taxed at the rate(s) applicable to the remainder beneficiary(les). If you choose to make the election, you must
attach Schedule O to a timely-filed tax return, along with Schedule(s) K and/or M in order to show the apportionment of the trust or
similar arrangement between the surviving spouse and the remainder beneficiary(lea).
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN
PLEASE ANSWER THE FOLLOWING QUESTIONS
BY PLACING AN 'X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yea
a. retain the uae 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 on or before December 12, 1982, did decedent within two years
preceding death transfer property wRhout receiving adequate conalderatlon? 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
4. at his or her death? .................................................................................................................. []
D d decadent own an nd v due retirement account, annuity, or other non-probate property?.... []
* Dsc~dent'$ (~*omplete
Tax Payments and Credits:
1. Tax Due (page 1 Une 18)
2. Credits/Payments
A. Spousal Poveriy Credit
B. Prk~r Payments
C. Discount
3. Interest/Penalty If applicable
D. Intsrest ~/,~
Total Interest/Penalty ( D + E )
4. If line 2 is greater than line l + ilne 3, eoterthedlfference. This is the OVERPAYMENT.
Check box on Pege I Line t6 to request a refund
5. If line I + line 3 ~s greater than line 2, enter the difference. This la ~DUE~.
A. Enter the Interest on the tax due.
B. Enter the total of Une 5 * SA. This is the BALANCE DUE.
Make, REGISTER OF
Total Credits ( A + B + C ) (2) ~
(3) ~
(4) ~
(SA) ,,,
AGENT
PLEASE ANSWER THE FOLLOWING QUESTION8
BY PLACING AN "X" IN THE APPROPRIATE BLOCK8
1. Did decadent make a transfer and:
a. retain the uae or income of the property transferred; ............................................................. Y~-~ ~
b. retain the right to dealgnata who shall use the property transferred.or Its Income; ................ [] ~
c, retain a reversionary interest; or ............................................................................................. []
d. receive the promise for fife of either payments, benefits or care? ......................................... []
2. If desth occurred on or before December 12, 1982, did decedent within two yesra
preceding death transfer property without receiving adequate consideration? If death occurred
after December 12, 1982, did decadent transfer property within one year of death without
receiving adequate consideration? ...................................................................................... : ....... [] [~
3. Did decadent own an "in trust for" or payable upon death bank account or security
4. at hie or her death? .......................................................................................................... [] [~
D d decadent own an nd v due ret rement account, annuity, or other non-probata property?.... []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT A8 PART OF THE RETURN
72 P.$. {}9116 (a) (1.1) (i) provided for the reduction of the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995.
72 P.S. §9116 (a) (1.1) (ii) provided for the reduction of the rate imposed on the net value of transfers to or for the use of the surviving
spouse from 3% to 0% for dates of death on or after January 1, 1995: The statute does not exemo~ 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 JANUARY 1, 1995 - Please answer the following question by placing an 'x" in the
appropriate space. / ,
Did the decedent create a trust or s~l(nltar arrangement wh ch le aotaly for the surviving spouse · benefit for his or her entire
lifeflroe? Yes [] No [~
If you answered yes to the above question, the tax on the trust or similar arrangement is postponed until the death of the second
spouse, at which time it will be fully taxable at the rate(s) applicable to the remainder beneftctary(tas). Enter the value of the trust on
Schedule J, Part II, in order to remove it fro~ the calculation of the tax due in this estate. You may wish to file Schedule O in order to
make the election available under Section 9113. If the election is made, the trust or similar arrangement is taxed in the estata of the
first decedent spouse, the portion of the trust or similar arrangement which benefits the surviving spouse is taxed et the zero tax rate,
and the~remalnder is taxed at the rate(a) appllcabJe to the remainder beneficiary(ies). If you choose to make the election, you must
affach Schedule O to a timely-filed tax return, along with Schedule(s) K and/or M in order to show the apportionment of the trust or
similar arrangement between the surviving spouse and the remainder beneficiary(les).
made by me
LAST WILL AND TESTAMENT
VIOLET E TROUTMAN
T E. TROUTMAN, Widow Woman of Enola, Eas~PennsB;oro
,County, Pennsylvania, being of SOund and
~ ~a~rs~a~diag, do hereby make,
a~nd ,~eclare this to be my Last Will and Testament
revoking any and all Wills and Codicils previously
at any time heretofore.
~TRST:
hereinafter named,
nentary expenses as
~ECOND: All
~state I hereby give,
hereby direct that my personal representative,
to pay all my Just debts, funeral and testa-
Soon after my demise as may be practicable.
the rest, residue and remainde~ of my
devise ~nd~[ ~equeath as follows.
TWENTY-FIVE (25%) PER CENT to my son, ROBERT
C. TWELVE and ONE HALF (12%%) PER CENT e__ach to
~ROUTMAN;
/M B. TWENTY-FIVE (25%) PER CENT to my daughter,
ARIE V, LOCKE; and
pe:
four grandchildren:
1.
Der captia, and
2.
per capita.
THIRD: Should either
or her twenty-five (25%) per
HOWARD W. LOCKE and FRED E. LOCKE,
PAUL R. TROUTMAN and SUZANNE M. TROUTMAN,
of my children predecease me,
cent Share shall pass equally
between his/her two children.
FOURTH: I direct that all my assets be sold as
~xpeditiously as possible following my demise to accomplish the
distribution as required in Paragraph SECOND above.
FIFTH: I hereby nominate, constitute and appoint
my son, ROBERT W. TROUTMAN, and my daughter, MARIE V. LOCKE,
as Co-Executors of this my, Last Will and Testament.
.~IXTH: None of the abovenamed persons shall be required
to post bond or surety in this or any other Jurisdiction for
faithful compliance of the office of Executor/Executrix.
IN WITNESS WHEREOF, I have hereunto placed my hand sepal,
to this my, Last Will and Testament, consisting of this ~pnd
One Il) other tyPewritten page, ~dentified by signature, on
this the ]~ day of ~
,,
~he preceding instrument, consisting of this and one
typewritten page, identified by the signature of the
VIOLET E. TROUTMAN,
in her presence and
Scribed our names as
(1) other
Testatrix,
as her Last Will, who at her request, and
in the presence of each other, have sub-
witnesses hereto.
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
spectively, whose names
instrument, being first
SS,:
)
, the Testatrix, and the Witnesses, re-
are signed to the attached and foregoing
duly sworn, do hereby declare to the under
signed the Will as Witnesses, a~d to the best
and sight, the Testatrix, VIOLET E. TROMTMAN,
signed authority that the Testatrix, VIOLET E. TROUTMAN, signed
and executed the instrument as her Last Will; and that she signed
it willingly, and that she executed it as her free and voluntary a~
for the purposes therein expressed; and that each of the Witnesses
in the presence and hearing of the Testatrix, VIOLET E, T~0U~A~
of their knowledge
was at least
eighteen (18) years or older and under no constraint or undue
influence.
Witness -
7I~. TROUTMAN,~Testatrix
Witness
(SEAL
Subscribed to and sworn to before me by the Testatrix,
TROUTMAN, and subscribed to and sworn to before me
dated on this the (yday of
VIOLET E.
by
~J~ll~~ , the Witnesses,
Public
My Commission Expires:
COMMONWEALTH OF PENNSYLVANIA
INHE~TANC~TAX RETURN
SCHEDULE A
REAL ESTATE
ESTATE OF /'
· . \ - FILE NUMBER
All real proOe~, owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which pmper~ would be exc~aanged
betwsen a willing buyer and a willing seller, neither being compelled to buy or sell, both having masseable knowledge of the relevant facts, Real property which is jothtly-owned with right of
eurvivomhip must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
TOTAL (Also enter on fine 1, Recapitulation)
VALUE AT DATE
OF DEATH
(If more space is needed, insert additional sheets of the same size)
NAME OF LENDER:
ADD~ESS OF EENDER:
PROPERTY LOCATION:
WavDoint Sank
101 South George Street
York, PA 17401
404 Center Street
H. 6E'FrLEMENT AGENT:
Enola, PA 17025
Cumberland County PARCEL #091512
Waypoint Settlement Services, LLC --
Waypoint Bank, Summerdale Plaza, 40
PLACE OF SETTLEMENT:
I. SETTLEMENT DATE: 6/30/2004 PRORATION DATE:
101. Contract Sales Price
102. PersonaIPropedy ~ ~
103. Settlement charges to Borrower (line 1400)
104. 5,453,38 ~
105. ~
ADJUSTMENTS FOR ITEMS PAiD BY SELLER IN ADVANCE;
~Clty,'Town Taxes
106.
107.
108.
109.
County_Taxes 06/30/04 to 12/31/04
Assessments
145.3;
110.
111.
112.
76,000.00
113.
114.
202--~ Principal amount of new Ioan(s~
03. Existing loan(s) taken subject to
ADJUSTMENTS FOR ITEMS UNPAID BY SELLER:
210. City/Town Taxes
21 t. County Taxes
2t2. Assessments
213.
214.
220. TOTAL PAID BY/FOR BORROWER:
301. Gross amount due from Borrower ( line 120)
Less amount paid by/for Sorrower ( line 220)
76,000.00
100,598.76
76,000,00
303. CASH(E]FROM) ( [] TO)BORROWER:
0125
6/30/2004 DISBURSEMENT DATE;
~JUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE
40? CountvTaxes 06/30/04 to 12/31/04
41
6/30/2004
95,000.00
Payoff of first mortgage loan
Payoff of second mort_gage loan
145.38
GROS6 AMOUNT DUE TO SELLER:
~see instructions)___
Settlement charges to SelJer ¢lne 1400) 1,037.0--~
Existing Io~ao(s) taken subject to
JUSTMENTS FOR ITEMS UNPAID BY SELLER:
City/Town Taxes
County Taxes
Assessments
95,145.38
TOTAL REDUCTIONS IN AMOUNT DUE SELLER:
Gross amount due to Seller (line 420)
Less reduction tn amount due Seller (line 520)
CASH{[] FROM} ( [] TO)A~II~R:
1,037.00
95,145.~,,,
1,037.0¢~
94,108.3R
806. Mortgage Insurance Application Fee
807. A.ssumptlo~ Fee
808. Underwriting Fee to Waybolnt Bank 115.00
809. Doc Prep Fee to Waypoint aank 290.00
810. Tax Service Fee to Waypoint Bank 91.00
811. Application Fee to Wayboint Bank (350.00)
90t. Interest From06/30/04 to 07/01/04 @ $12.4000/day % days) 12,40
902. Mortgage Insurance Premium for Month(s) to
903. Hazard Insurance Premium for 1 Years(s) to (288.00)
904. Flood Cert Fee to Waypoint Bank 14.00
905.
lOOt. Hazardlnsurance 4 monlhs@$ 24.00 permonth 96.00
1002. Mortgage Insurance monlfls (~ $ per month
1003. City Property Taxes mon'~s i~ $ per month
1004. County Property Taxes 6 mont,hs@$ 24.03 perrnonth 144.18
1005, AnnualAssessments monfhs@ $ per month
1006. SchooITaxes 14 monlfls@$ 95.09 perrnonth 1,331.26
1007. mon0~ s @ $ per month
1008. Aggregate Acct. Adj. monfhs @ $ per month -287.21
1101. Sefflement or closing fee
1102. Abstract or title search
1t03. Title examination
1104. Title insurance binder
1105. Document preparation to Waypoint Settlement Services, LLC 75.00
1106. Notary fees to Settlement Officer 25.00 10.00
1107. Attorney's Fees
(includes above items numbers: )
1108. Title insurance to Waypoint Settlement Services, LLC 828.75
(includes above items numbers: )
1109. Lenders coverage $ 76,000.00
1110. Owner's coverage $ 95,000.00
1111. Endorsements 100, 300, 8.1 to Waypoint Settlement Services, LLC 150.00
1112. LC.L to Southern Title Ins, Corp. 35.00
1113. Ovemil3ht Fees to WavDoint Settlement Services, LLC 30.00
1201. Recording Fees: Deed $ 38.50 Mortgage $ 68.50 Release ~ 107.00
1202. Cit~/Count,J tax/stamps Deed $ 950.00 Mortgage $ 950.00
1203. State tax/stamps Deed $ 950.00 Mortgage $ 950.00
1204.
1205.
1301. Survey
1302. Pest Inspection
1303. Tax Cart Fee to Waypoint Settlement Services, LLC 2.00
1304. Water/Sewer 7/1-9/30/04 to East Pennsboro Twp. 96.00
1305.
1306.
1307.
1400. TOTAL SETTLEMENT CHARGES (Enter on lithe 103,Sec~on J- and -line 502, Section i~ 5,453.38 1,037.00
I have carefully reviewed lhe H uD-1 set~ernerlt statement and to the ben of my knowledge and bell~ it is a true and accurate stafement of all recaipts and disbu rsaments mede on my
account er by me in this transaction. I fur~er cerlJfy that I have received a copY of the HUD-1 Settler ant Statement.
i.
.~au'l R. Troutman 'E /
· ~tate of Violet E~ Trbutman /
Ch~stina M. "'rro~tman Borrowers ' - / . ~,~
The HUD-1 Set'~ement Statement whioh I haveJ~ref~ared lsd ~u~,an d accurate account et this trans~ :~1~ or will cause the fund§ t~ be
~~--~.s ement. /~_.~ Set~emantAgent
Way~oint Settlement Services, LLC
WARNING: It~ta ~:~m~ te~ka~o~lag[y.~eJ~i~~
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS
PERSONAL PROPERTY
Please Print or Type
FILE NUMBER
(All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F)
ITEM
NUMBER
DESCRIPTION
VALUE AT
DATE OF DEATH
TOTAL (Also enter on line 5, Recapitulation) S 4' ('')~/' ~
(Attach additional 8Y2" x 11" sheets if more space is needed.)
BRICKERS AUCTION
Buy & Sell on Commission - Complete Sale Service
93 Texaco Rd., Mechanicsburg, PA 17055 766-5785
Personal Property of
Address
Sold At Public Sale
Outstanding
Tot,I Sale
Total Checks
Total Cash
Cash After Payout
Expenses
Auctioneer & Clerks
Adv. Cost
Sale Setup or Help
Total Expenses
Thank You For Selecting Chuck Bricker. Auctioneer & Staff
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY.OWNED PROPERTY
If an asset was made Joint within one year of the decedent'e date of death, It must be repoaed on Schedule G.
FILE NUMBER
SURVIVING JOINT TENANT(S) NAME ADDRESS REtATIONSHIP TO DECEDENT
JOINTLY-OWNED PROPERTY:
LETTER DATE DESC~iP¥ichw OF PROPERTY % OF DATE OF DEATH
ITEM FOR JOINT MADE Include name of financial insfltt~ a~d benk account number o~ almil~ ideatlfying aumbe~. Attach DATE OF DEATH DECD'S VALUE OF
NUbI~ER TENANT JOINT deed for jointly-held real estate, VALUE OF ASSET INTEREST DECEDENT'S INTERE~
'rOTAL(^ SOeDte, OD,De6, R aCD atio.) $ //, /6'/,
(If more space is needed, insert additional sheets of the same size)
8650915~
O0 0 06121H NH I17
VIOLET E TROUTMAN
OR ROBERT W TROUTMAN
OR MARIE V LOCKE
404 CENTER ST
ENOLA PA I7025-2609
INTEREST PAZD YEAR TO DATE 0.35
ACCOUNT SUMMARY
SUflNERDALE PLAZA
AHOUNT
1,912.06 0.00 0.35 8,627.37
ACCOUNT ACTIVITY
BEG*rHNINO BALANCE ~~4q ~' $1~912.0&
. 473.00
04-28-01 CHECK ~ER ~8 36.7S 1,221.21
0q-29-0~ CHECK ~ER 4860 17.69 ~,16~.28
O~-Oe-04 CHECK ~BER
0~-0~*0. ~DEPOSZT 9~099.11 11;069.97
0S-11'~ CHECK ~ER ~866 2.9~ 10~786.02
05-17-0~ INTEREST PAYHENT 0.3S
0~-17'0~ CHECK ~BER e869 109.00 8~62~.37
END~ BALANCE e8;627.37
1S00q2070S$950 PERSONAL APR.iO-NAY.Og,2OOq I OF 1
O0 0 06121M NH 017
VIOLET E TROUTHAN
ROBERT W TROUTMAN
MARIE V LOCKE
404 CENTER ST
ENOLA PA 17025-2609
TNTEREST PAID YEAR TO DATE B2.96
SUHNERDALE PLAZA
ACCOUNT SUNHARY
k OTHER :ADDITIO~
NO. I AHOUNT NO. ( AHO~T I .......
075,9~ 1 1 ~ 015.05 ~ ~ ~ 099.11 8.12 O. O0
ACCOUNT ACTIVITY
POSTING
g OTHER ADD/TioNS SUBT~CT/~S BAgA~E
o~-~o-o, ~x..~.~ .~.c~ ~ ~ ~ _
0~-16-0r CUST~ER HZT~RAHAL '
O~-OS-O~ US TREASURY ~12 CIVIL SERV 1,01~.05
0~-0~-0 INTEREST PAYHENT
E~I~ BALANCE ~0.00
ANNUAL PERCENTAGE YIELD EARNED
VIOLET E TROUTMA/g
MARIE V LOCKE
ROBERT W TROUTMAN
404 CENTER STREET
ENOLA PA 17025
DID YOU KNOW WE NOW OFFER PERSONAL
INSURANCE PRODUCTS? FOR A FREE HOME
OR AUTO QUOTE, CALL COMMUNITY BANKS
INSURANCE SERVICES AT 1-877-877-8756.
~ PAG~..~
UNT~ ,~-- S--~ M A R Y O F A C C O U N T S
PREVIOUS DEBIT CREDIT FEES/ PRESENT
l NUMBER BALANCE AMOUNTS AMOUNTS INTEREST BALANCE
SAV4600281920 $1454.86 $1455.19 $. 33 *CLOSED ACCT*
C/D4600281930 $520.77 $521.41 $.64 *CLOSED ACCT*
C/D4600281931 $520.77 $521.41 $.64 *CLOSED ACCT*
C/D4600281932 $520.77 $521.41 $. 64 *CLOSED ACCT*
CHRONOLOGICAL TRANSACTION DETAIL
DATE DESCRIPTION DEBITS CREDITS FEES BALANCE
SAVINGS ACCT 4600281920
5/04 INTEREST .33 1455.19
5/04 CLOSEOUT ACCOUNT 1455.19 0.00
TRANSACTION TOT;kLS 1455.19
YEAR TO DATE INTEREST $1.25
A!gNUAL PERCENTAGE YIELD EAR/gED .25%
INT PAID THIS CYCLE $0.33
INT EARAIED THIS CYCLE $0.19
DAYS IN THIS CYCLE 25
AVERAGE COLLECTED BALANCE 1105.69
.33
CERTIFICATE 4600281930
5/04 INTEREST .64 521.41
5/04 CLOSEOUT ACCOUNT 521.41 0.00
TRA/~SACTION TOTALS
YEAR TO DATE INTEREST
INT PAID THIS CYCLE
INT EARNED THIS CYCLE
DAYS IN THIS CYCLE
AVERAGE BALANCE
521.41 .64
$3.66
$0.64
$0.47
25
.00
PLEASE SEE NEXT PAGE
._3
FUNERAL EXPENSES,
COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND
~NHEmTANCE tAX RETURN MISCELLANEOUS EXPENSES
RESIDENT DECEDENT Please Print or Type
ESTATE OF j~.~ FILE NUMBER
**%
ITEM
NUMBER DESCRIPTION AMOUNT
A. Funeral Expenses:
B. Administrative Costs:
1. Personal Representative Commissions
SociaJ Security Number of Personal Representative: -- --
Year Commissions paid
2. AHorney Fees //
3. Family Exemption
C)aimant Relationship
Address of Claimant at decedent's death
Street Address
City .State ~ Zip Code
C. Miscellaneous Expenses:
4.
5.
6.
7.
8.
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed, insert additional sheets of same size.)
For the
Charge to: ~'
Marie Locke
Address
U for funer~tT~remony ~: .........
se of facll~s and services
Memorial Service ...... ......
Use of equipment a~d serv~es
for ~avo de se~e
Other us~ of faciliti~ ~.
3:AUTO~O~VE EQUIPMENT
.Loca ...........
.~e (C~ket Coach)
L~al ....... ~ .... : ............
Flower c~ or ~o}M ~sposition
Head car/clergy c~
Local .........................
~r for p~lbearers
L~c~ ...........................
O~t of town tra~portafion .........
S~,TOT~ OF A~OMOTIVE'EQUIPMENT
~o~ o~ .~o~tss~osit s~.v,c~s,
~s~ ..........................
¢~G~ FOR M~RC~DISE SRLECTED:
<~ese~tionJ .
Oth~ Receptacle .............
Outer bu~ c~ .............
~escrip~on) ~/~
y items, We will
for embalm-
below.
Date of Death 4/22/04
City State
Other clothing _
$
Cremation urn ...................
(Description)
OTHER ... $__.~
..... '
......... : :~~<~:~
SERVICES A1
C, SPECI~ CHARGES:
Fo~arding of remains to
(Funer~ Home)
Receiving of remains ~om
(Funeral Home)
Immediate Buri~ .................
Direct Cremation ................. $ .
~. ~sa ~v~c~
Cemete~ Equipment ..............
Lot and Deed ....................
Newspaper Notices--Loc~ .........
Newspa~r Notices~Out-oBto~a ....
Telephooe & Teleg~s
Aiff~e ............ : ,, ~ ...... $
Cler~/M~s Offering ,~
P~beare~ ...................... $,
Police Esc?t ....................
Vault Se~ice Charge ..............
~ ch~ yo~ for our so.ices tn obtains:
(spect~ c~h advances that am marked-up)
!s and
INSCRIPTION ORDER FORM
dames 'R.
OEME:~ER¥
N/MC, E OF DECEASED
FA~fEY NAME MEMORC~L,
TYPE OF MONUMENT
LOCA*'FION: DRAW A PRECISE MAP OF
'B~t~L 70:
~.F~ON EXAM:IN;lNG THE ABOVE IN$CRtPTIONS I~¢E TH~ UNDERSIGNED F ND "FHE SPELLING AN,D DATES ~ BE
CORRECT, 'THE WORK WILL BE ~OMPLETED AS IT S ACCUMULATED. NO SPECIFIC COMPbETICN DA'~E rs
G MA~A~EEO:
SIGNED
DEPOSFr
· .. ¢; ,~ B'/~LA~NCE DUE
$
$
RECEIPT FOR PAYMENT
Cumberland County - Reqister Of Wills
Hanover and HiQh Stree[
Carlisle, PA I7013
Receipt Date: 5/05/2004
Receipt Time: 08:36:45
Receipt No.: 1036494
TROUTM3NN VIOLET E
Estate File No.:
Paid By Remarks:
2004-00436
NLARIE LOCKE
JA
Fee/Tax Description
PETITION FOR PROBA
EXTP~A PAGES
SHORT CERTIFICATE
JCP FEE
Check# 4865
Total Received .........
Receipt Distribution
Payment Amount
235.00
6.00
30.00
10.00
.......
$281.00
Payee Name
CUMBERL~ND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERI_J~ND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
INVOICE
04-720
May 12, 2004
I EIN 23-3029080
L. G. Connor Real Estate Appraisers, Ltd.
2159 Market Street
Camp Hill, PA 17011
717/737-0574 FAX: 717/737-3906
FOR PROFESSIONAL APPRAISAL SERVICES RENDERED
Marie Locke
PO Box 6
Enola, PA 17025
856-4065
APPRAISAL of Properly Located at:
404 Center Street $ 300.00
East Pennsboro Township, Cumberland County
Enola, PA 17025
Estate of Violet Troutman:
PAID 5/12/04 CHECK # 4868 - 300.00
THANK YOU FOR YOUR BUSINESS!
SUBTOTAL $ 0.00
RATE 2 % ADJUSTMENT
SUBTOTAL
RATE 2 % ADJUSTMENT
SUBTOTAL
RATE 2 % ADJUSTMENT
SUBTOTAL
TOTAL $ 0.00
NOTICE: A 2% service charge per month will be apPlied to all aCcounts more than 30 daYs past dae;
and reasonable attorney fees if c~llection fees are unp~idi
COMMONWEALTH OF PENNSYLVANtA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT.
MORTGAGE LIABILITIESr & LIENS
, ~ _.~ ~,LE.UMBER
Include unreimbursed medical expenses.
ITEM
NUMBER DESCRIPTION AMOUNT
1.
TOTAL (Also enter on line 10, Recapitulation) $ 4 S*~. ,~ 7
(if more space is needed, insert additional sheets of the same size)
DATE
O4/lO
in.k_s~are
DESCRIPTION OF SERVICES OR SUPPLIES
for week ending 04/19/04
*** CNA
SEAY T N
Subtotal for CNA
*** Total for Invoice 152747
ederal Id. #: 23'~2830131
CLIENT COPy
7.50
7.50
7.50
RATE
.. AMOUNT
22.00 165.00
165.00
155.00
TOTAL INV~I~Z~]-~ 165 .~--~-
THIS BILL PAYABLE UPON RECEIPT
NOw you k~ow
PO BOX 20fig. Mechenicsburg, PA ~ 7055
for subscribing[
VIOLET TROUTMAN
404 CENTER. ST
ENOLA PA 17025-2609
SUBSCRIPTION INVOICE FINAL NOTICE
IMPORTANT CONTACT INFORMATION
B///~rig que$'~/o/~$?/ff/$$ed de //very? Go~rig on vacation?
Call CUeTOMER SERVICE 717-265-8150 or 800-692-7207
PLEASE DO NOT ENCLOSE ANY WRITTEN COMMUNICATION WITH YOUR BILL
Fex: 717-257-4706 E-ma/J: eirc.~pneo, corn
Please ?ay This
Sign up for Know@Noon and get an eady report on the da~'s top news To subscribe, go to www ennh
Know@Noon and ire us your e-mail address. Yo
The newsletter is FRE~, so s,gn up todayl u can wnte your e-rna,I address m the space prov~ed nn ~he~'~ .rn-/n e..wste.tters~ select
_ _ d ......... ,um portion ot your invoice.
Newspaper In Education. Thanks to the en r
~E_d_ _u?at!on program provides newsDa~er~ ~'n ~; e.r.o~u_~ ,suJ:)por~ Of our readers and coroorate
u~u_na~.on t? your subscrip~on paymen}in~t~..~"*'~.~r!°~°~_s, for ,u~.e.Jn the classroom. Y(~u too snp~onnsho~'~'L".~'-'~- ?~r,ot-Newspa..per In
uonaoon tot NewsDa~r n I::ctH~fi~n *~,.,~'----r*'-~ p~uVJUeO 0ri t~lS Invoice; or YOU car~ d ....... ,. o~uu~n~s !earn and rea0. Simpl add a
_ ~ I .......... ~,,u. onate your c~t for vacation stops to ~he Vaca~Yon
~etain this portion for your records)
P.O. BOX 1745
HARRISBURG, PA 17105
PHONE (717) 2-32-4328
www.hbmcclure.com
Amount Invoice
-20.34
0.00 185334
-9.58 185334
35.00 240635
Date
03/25/2004
03/29/2004
03/29/2004
02/16/2004
Description
IN 2-16-2004
IN 98940GA 02/16/04
IA FORGIVE
CMT SPINAL, ONE TO TWO REGIONS
5.08 *** Current Charges/Payments/Adjustments
~.~ Previous Balance Fwd ***
.~._u_~ _~o?AL ~o~ pus
~_~._U? T~TAr' PATIE~ ~SH PORTION DUE
HERD Cm~0PRACTIC CLINIC, P.C.
270~ MARKET ~EET
CAMP HILL, PENNSYLVANIA 4704 J
GUY'S TREE SERVICE
70 East Juniata Parkway
Newport, PA 17074
(717) 567-7805
Neighborhood Account: 2AO65876
Telephone Number: 717 732-0658
Customer Service: ~ www.mci.oom/service
Summary of Charges
Previous Charges .......................................
Payments through 05/10/04 ......................
Balance Forward .........................................
Statement Date: 05/11/04
Page 1 of 4
'~ 1 888 624-5622
$32.39
$32.39 Cr
$.00
Current Charges ......................................... $32.19
$32.19
Total Amount Due .....................................
Th6
Neighborhood
,/~/ built by MCI
I' 7~'
Get $1 off your monthly biHl
With EasyPay with eAlert, your
monthly chsrges wifl be
automatically billed to your
credit card. You'll receNe an
e-mall summarizing your bill with
a link to your interactive
statementl To sign-up, call
1~88--M CI-LOCAL or stgn up
online at
www.mci.com/EaeyPay.
Payment Due Date .................................... 06/04/04
Neighborhood Account: 2AO65876
Telephone Number: 717 732-0658
Customer Service: ~ www,mcLcom/servlce
Statement Date: 04/11/04
Page 1 of 4
~ 1 888 624-5622
Summary of Charges
Previous Charges .......................................
Payments through 04/10/04 ......................
Balance Forward .........................................
Current Charges .........................................
$32.39
$32.39 Cr
$.oo
$32.39
Payment Due Date .................................... 05/05/04
o
REMINDER: A 1.20 Ye late payment charge will apply to any
unpaid balance as of May 10, 2004.
Get $1 off your monthly billl
With EasyPay with eAlert, your
monthly charges will be
aut omatica~ly billed to your
credit card. You'fl receive an
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a link to your interactive
statementl To sign-up, caJl
1-888-MCI-LOCAL or sign up
online at
www.rncLcom/EasyPay.
.I
Page 1
ppi
PPL
EleCtric
UtiO~ies ~ , ~
Electric Summary Page i:;,~,~ ~ ~,~, ~ 4
Service B~ance ~ of Apr 16, 2004 ~ {~v'~ $ 0.00
Char~es:
For: Tota~PL ELE~C U~ILI~ Ch~ges $ 36.75
HOWARD O TROJAN
~ C~ER ~ To~ Cha~es $ 36.75
ENO~ PA ~7~5
Account ~anco $ 36.75
~uestions about
is bill? Please
contact us by May 10
at 1,800~34~7'/5 or
484-6~4..4900
or writelo:
Customer Service
827 Hausman Rd.
Allentown, PA
18104-9392
www.pplweb.com
Electric KWH- Average Per Day Meter Reading Information
Use 18 F IIIII rMeter #57896392
This graph shows 15~ Apr 16 Actual 5994
I Mar 17 Actual 5629
your electric use 12 ~ 30 Days KWH Billed 365
over the last 13 Average - Apr 2003 2004
months. 9 Temperature 48F 45F
_Types of KWH Per Day 14 12
Meter Readings: 6 Yearly Use: Total Average
Use Monthly
Actual 3 May 2002 - Apr 2003 5676 473
Estiraated ~ 0 May 2003 - Apr 2004 5404 450
Customer [-'-I AMJ JASONDJ FMA
2003 Months 2004
Other important information on back ~
receipts tax, which ~s collected for the Commonwealth of Pennsylvania, is
equal to 4.4% of the ITC.
For your convenience, you can nowpavyour bill using your Visa
MasterCard, Discover, or ATM Card. Call BfllMatrlx at 1-800-~72-2413.
BillMatrlx will charge your credit and ATM card a service fee for making
this payment.
· N.~ow,you can ,recgive and pay. your PPL Electric Utilities' bill online.
c.nec~r our weo s~te for more mformation and to sign up --
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Page I
HOWARD O TROWI'M~N
404 CENTER b~l'
ENOLA PA 17025
l(~uestiOns obout
is bill? Please
contact tls by Jul 7
at 1-800~42-5775 or
484-634-4900
or write to:
Customer Service
827 Haasmaa Rd.
Allentown, PA
18104-9392
wWW.pplweb.oom
Summary Page
Balance as of Jun 16, 2004 $ 0.00
Char~es: I "' ·
TotaF'PPL ELE(~'R1C [ TILYIIES Charges $ 38.29
Total Charges $ 38.29
Account Balance $ 38.29
Electric Kwh- Average Per Day Meter Reading baformation
Use 18 / [Meter #57896392
This graph shows 15 ]Jun 16 Actual 6760
your electric use I May 17 Actual 6375
over the last 13 12 {30 Days
monlhs. Average - Jun 2003 2004
9
Types of Temperature 62F 68F
KWH Per Day 14 13
Meter Readiugs: 6
Yearly Use: Total Average
Actual Ill 3 Use Monthly
Jul 2002 - Jun 2003 5485 457
Estimated ~ 0 Jul 2003 - Juu 2004 5384 449
Customer
J JASONDJ FMAMJ
2003 Months 2004
.................... Other important intbrmation on back
to re.cover fi p6r!ion, of l'PL Electric Utillties"slranded c~-t's': 'i-Ch'~'~[o's'~ ..........
receipts tax, which ts collected for the Comnlonwealth of Pennsvlqania, is
equal to 4.4% of the ITC.
For your convenience, you can nowoav your bill using your Visa
~M.~,l,er.C'ard D scpver, or AT/vi Card. C.~l BillMatrix at 1-800-~72-2413
t~lmwatrix wi charge your credit and A PM card a service fee for making
this payment.
~l~eWyOU can .recgiv~e and pay. your PPL Electric Utilities' bill online.
c~: our weo site Ior more information arid to sign up --
www.pplweb.com
No charge
Convenient
Secure
SAVE MONEY
Save voslane and late charees - siun uo i'~r Aulomated Bill Pawnent.
For~
HOWARDO~P-OUTMAN
~3~ CENTER ST
ENOLA PA 1702~
Adjusted Final Bill
~uestions about
is b I17 Please
contact us by Jul 21
484~4.4900
or write to:
Customer Service
827 Hausman Rd~
Allentown, PA
181O4,9392
www.pplweb.com
· Page 1
pPI
74330-72002
Summary Page
Balance as of Jun 30, 2004 $ 0.00
Char~es:
TotaFPPL ELECTRIC UTILrIIES Charges $ 21.75
Total Charges $ 21.75
Account Balance $ 21.75
Electric Meter Reading Information
Use
IMeter 057896392 6990
15 __ l Jun 30 Adjusted
I Jun 16 Actnal
114 Days KWH Billed
This grapli shows
your electric use
over the last 1:3 12
months. Average - Jun 2003 2004
9 Temperature 73F 71 F
KWH Per Day 14 16
l~6pes of
tcr Readings: 6
Yearly Use: Total Average
Use Monthly
Actual I 3 Jul 2002 - Jun 2003 5483 457
Estimated ~ 0 Jul 2003 - Jun 2004 5185 432
Customer [--"] JASONDJ F'MAM J J
2003 Months 2004
Other important information on back -}
· '--~':--"-':: ........................... i~- -r'~ ~,~'- b.' ~'~ (i3 h -~-t-F~£'Ei'~;:-t-r'~oii£~-fi~i:~i~ifiici4a'~2c''gig:''iT'~Tgir;a'~'': .......
receis>ts tax, ~vhich is collected for the Commonwealth of Pennsy~vaana, m
equal to 4,4% of the ITC,
~ venience ou can now var your bill using your Visa
tFa°~r~tt~°fic[~n rsi,,,-,we{ Y~r ATM Card. C~ll BillMatrix ay 1-~800,:~72~ .2{.13.
B~'iil~l~h~ri~x~vi~li~h"~'g~ your credit and ATM card a service tee for marring
this payment.
Now you can receive mid pay your PPL Electric U. tilities' bill online.
Checli our web site for more information and to s~gn up --
www.pplweb.com
No charge
Convement
Secure
SAVE MONEY
~ccoun! Number: 24-1454530-7
. Premise Number: 24-0676612
Billing Period& Meter Information
Billing Date: Jun 18 2004
Billing Period: May 19 to Jun 16 (28 days)
Next reading on/about: Jul 19, 2004
Rate Type: Residential
Meter readings in current billing period:
Meter Number N074643336 is a 5/8-inch meter.
Present-actual 1! 600
Last-actual 11300
Gallons used
Paymente pnor to Jun 18. 2004. Thankst
Total prior balance, Jun: 18, 2004
Service Charge
Water Volume ($,005735 .~ 300)
STAS PAWC Water 0,04%
DSI- PAWC Charge 0,25%
Total water charges, Jun 18,'2004
.......... Other Current Charges .........
Mthly Water Line Protection
Late Payment Charge
Total other charges, Jun 1'8, 2004
......... AMQBN~DUE ................
$18.26
.00
11.5
1.72
.01
13.26
5.00
__ .20
5.20
Water Usage Comparison
Monthly usage in hundred gallons.
2 J J
g p t v c n b r y n ~
Messages to you from Penns -
A~ny portion of the Water arc~.~ ,,~L · . , ~ylvania America -
,ne due .ertein. of a/o .....
. ~,_,~? ./.~ also pay on4ine at ~w wate~a,.m~E~5~'~uu'~c cn~K only by calling ~fl ~e' 1-866
· E~fl~ a~;~ · '~; '~"LY~e'°g, or.rate taxes a~ i~c/ude~i .......
~ .-~ ~,,... ~uu~, m~ uls~ibut/on System I ...... ~ .. ~u~ uurrenr
~'~¢e~e~/ ~f ~r distribution ecili[l;;7 ....... m,,vemen, ~na~e COSIC) Is now.25%. ~is cha~e ~nds
. ..-~.,.- 9pn~ ~, ~uu~, the Sta~ Tax Adiustment
. ~n p~?ng your bN in person, be a wa~ ~-.- Surcharge ($TAS) ts now, 04 %,
~men~n s only authorized ~llec~. .~:'~ "'~ ~er~n Hayment Systems (APS) is Pe
Call 1~00-566-7292 ~- - ,, · . ,,~,, ~ncy, ~ ensuros your .aume.~ ~. -._~a_~ .
· Affa ........ ~,~v~ ~ t~Sl olpay~ent ~nters. ~ z ..,~ ~u~z~ ro your a~unt.
,,u~m~$ ~ D~s~nn~t your se~i~ just got easier, Log on ~ pawc.~m and ~llow ~e Tum-Off Pmgram lth~
Customer Service & Emergencies 1-800-565.7292 (24 Hours)
For Hearing Impaired Customers TDD 1-800-300.6202 (24 Hours)
Visit us on the INTERNET: www.pawc.com
(;ustomer Account Information
For SerVice To: Violet Troutman
404 Cen~er St
Account Number: 24:1454530-7
Premise Number: 24~0676612
Billing Period & Meter Information
Billing Date: Apr 21. 2004
Billing Period: Mar 16 to Apr 19 (34 days)
Next reading on/about: May 18,2004
Rate Type: Residential
Billing Summary
..... Prior Balance .............
Balance ~m lasl bill
Payments prfer te Apr21,2004: ~anksl
Total prior balance, Apr 21, 20e4
....... Current Water Charges.- .....
Service Charge
Water Volume(S, 005735 x 20'0)
STAS PA WC Water 0.04%
DS1 - PAWC Charge O.25%
Total water oharges~ Apr 21, 2004
Mthly Water Line Protection
Total other charges, Apr 2'1, 2004
Meter readings in current billing period.'
Meter Number N074643336 is a 5/8~inch reeler.
Present,actual ! 1000
Last-aclual
Gallons used
..... AMOUNT DUE ......... . .....
Water Usage comparison
t~= Monthly ~sage in handredgallo~s.
-19.94
.00
.03
12.69
5.00
.5,00
Messages to you from Pennsylvania American
,An~, portion of the water charges w/~ich is not paid as of 5/I 7/04 will be subject to a 1.50% penally.
Customers may use their credit card, debit card or p.a~ by electronic check only by ceiling toll free.' 1-866:271-552~
Customers ma also pay on-line at www. watera
* taxi .p ymyblll, com. A service fee w~l a I
, mate~ 4. 72 percent or ~ 59 of State taxes are ' ~ %
· . : . Included in your current bl~
.i ~°~t!ve Apnl 1, 2004, the Distribution System ImProvement Ch~rn~ /r~., · ' .......
me reptacement of water distdbution facili-fin~ .......... ~- ~,~,c,! ~s now .zb%. I h~s charge ~unds
ffec§ve Apdl 1, 2004, the State Tax Ad/ustment S
theirwatermeters--orhouse-mountedremotereadinodevic~.~ ~ ...... ~_,.., ,. .... around
g_~.wth, such as ~.olson ivy; i.s th.e cu. stomer's responslblii[y. Doing so greatly enhances s~fely ~r matic
memr readers. Your conslaeretion Is much appreciated.
Customer Service & Emergencies 1-800-565-7292 (24 Hours)
For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours)
Visit us on the INTERNET: www.pawc.com
Customer Aoeount Information
For SeruieeTo: VIOLET TRO~TMAN
404 Center St
Rate Type: Resi{Jenlial
Bi/ling Summary
Total
Total other oharges~
· -------AMQU~ DBE,.~-~-.~--~
$36.72
-36.72
,00
6,13
3./+4.
.04
9.61
5.00
.5.00
~14.61J
_M..essages to you from Pennsylvania American
This is your Final Bill for service. It has been a pleasure serving you and we hope we may again have the
opportunity in the future.
* Cust~mersmayusetheircreditcard~debitcard~rpaybye~ectr~niccheck~n~ybyca~~ingt~~~free~1-866-271-552;
C. ustomers may also pay on-line at www. water, paymybill, com. A service fee will apply, - '
Approximately 4. 72 percent or $ 45, o f State taxes are included in your current bill
~ ,Effective Apdl 1, 2004, the State Tax Adjustment Sumharge (STAS) is now .04%.'
vvnen paying your bill in person, be aware that AmedcanPayment Systems (APS) is Pennsylvania
American's only authorized collection agency. APS ensures your payment is credited to your account.
Call 1-800-565-7292 for a list of payment centers.
* Arrangementstodisconnectyourservicejustgoteasier, Logontopawc. comandfo/fewthe Tum-OffProgramlin~
* Effective July 1, 2004, the Distribution System 7mprevement ~harge (DSIC) increases from .25%
to.37%. This charge funds the repfecement of water distribution facihties.
~Sit US On the [NTE:RNET: ~.paW¢~com
INVOICE
06/22/04 80297 PROPANE
26.5 84.77
06/23/04 HAZARDOUS MATERIALS SURCHARGE 3.47
TOTAL AUOUNT DUE PAY THIS AMOUNT; ~
YOU ARE REING CHARGED PRICES IN EFFECT ON THE DAY OF DELIVERY. ~
TERMS; DUE UPON RECEIPT. A LATE CHARGE MAY SE ASSESSED IF PAYMENT NOT REC~BY 07/23/04
FOR BILLING, SERVICE, OR DELIVERY INQUIRIES CALL: 717 561-8806 ~
FOR BILLING, DELIVERY OR SERVICE REQUESTS PLEASE CALL THE LOCAL FICE
NUMBER LISTED ABOVE FOR FASTEST SERVICE. FOR COUPLIMENTS OR MPLA[NTS
Thank You For Your Bus/ness
~ insure proper credit, return ~om portion with payment
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF ,~'-
SCHEDULE J
BENEFICIARIES
i
FILE NUMBER
NUMBER
II.
1.
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS (include outright spousal distributions)
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
AMOUNT OR SHARE
OF ESTATE
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
BUREAU OF ZNDZVZDUAL TAXES
TNHERITANCE TAX DIVTSTON
DEPT. Z80601
HARRTSBURG, PA 171Z8-0601
DONALD B OWEN ESQ
PO BOX ~16
WORMLEYSBURG
CONNONWEALTH OF PENNSYLVANIA
DEPARTNENT OF REVENUE
NOTZCE OF ZNHERZTANCE TAX
APPRAZSEHENT, ALLOHANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSNENT OF TAX
DATE 11-08-200~
ESTATE OF TROUTHAN
DATE OF DEATH O~-ZZ-ZO0~
FILE NUHBER 21 0~-0q$6
COUNTY CUHBERLAND
ACN 101
Amount Remitted
VIOLET E
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND C0 COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTZON FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTZONS AND ASSESSHENT OF TAX
ESTATE OF TROUTMAN VIOLET E FILE NO. 21 0~-0~36 ACN 101 DATE 11-08-Z00~
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B} (2)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
¢. Hortgages/Notes Receivable (Schedule D) (¢)
5. Cash/Bank Deposits/Nisc. Personal Property (Schedule E) (5)
6. Jointly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Total Assets
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9)
10. Debts/Hortgaga Liabilities/Liens (Schedule Z) (10)
11. Total Deductions
12. Net Value of Tax Return
9~z108.$8
O0
O0
O0
11081.00
18z161 69
O0
(8)
9,163.83
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
13.
1¢.
NOTE:
115,551.07
1~552.67
(11) 10.716.5D
(12) 10Z,65~.57
Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (1:5)
Nat Value of Estate Sub~ect to Tax (1¢)
Zf an assessment ~as issued previously, 11nes 1~, 15 and/er 16, 17,
reflect flgures that include the total of ALL returns assessed to date.
.00
10Z,65~.57
ASSESSHENT OF TAX:
1E. Amount of Line 1¢ at Spousal rats
16. Amount of Line 1¢ taxable at Lineal/Class A rate
17. Amoun~ of Line 1¢ at Sibling rata
18. Amount of Line 1¢ taxable at Collateral/Class B rate
19. PrincipaZ Tax Due
TAX CREDITS:
PAYHENT RECE/PT D/SCOUNT (+)
DATE NUNBER :INTEREST/PEN PATD (-
PAYMENT MUST aE MADE BY 01-2Z-2005~.
ZF PAZD AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
18 and 19 Nill
(15) .00 x O0 = .00
(16) 10Z,65~.57 x 0~5= ~,618.56
(17) . O0 X 12 = . O0
(18) .00 x 15 = .00
(19)= ~,618.56
ANOUNT PAZD
TOTAL TAX CREDZT .00
BALANCE OF TAX DUEI ~,618.56
ZNTEREST AND PEN. .00
TOTAL DUE ~,618.56
( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT ZS REI~UZRED. ~/
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DU
A REFUND. SEE REVERSE SZDE OF THIS FORN FOR ZNSTRUCTZONS.)
RESERVATION:
Estates cf decedents dying on or before December II, 198Z -- if any futura interest in the estate is transferred
in possession or enjoyment to Class B (collateral) beneficiaries of tho decedent after the expiration of any estate for
life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTZCE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADNIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act Z5 of ZOOO. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit eith your payment to the Register of gills printed on the reverse side.
--Make check or money order payable to: REGISTER OF NILES, AGENT
A refund of a tax credit, ehich Has not requested on the Tax Return, amy ba requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS15). Applications are available at the Office
of the Register of Hills, any of the 25 Revenue District Offices, or by calling the special 24-hour
answering service for forms ordering: 1-800-562-2050; services for taxpayers eith special hearing and / or
speaking needs: 1-800-447-5020 (TT only).
Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Department of Revenue, Board of Appeals, Dept. Z81021j Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxesj ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg~ PA 17128-0601
Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid eithin three (5) calendar months after the decedant's death, a fJva percent (SI) discount of
the tax paid is allowed.
The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa period as you mould appeal the tax and interest
that has been assessed as indicated on this notice.
Interest is charged beginning with first day of delinquency, or nine (9) months and one (13 day from the date of
death, to the date of payment. Taxes ehich became delinquent before January l, 1982 bear interest at the rate of
six (6X) percent per annum calculated at a daily rate of .000164. AIl taxes which became delinquent on and after
January 1, 198Z will bear interest at a rate which mil! vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2OOq are:
Interest Daily Interest Daily Interest
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ 20Z .O00Sq8 1988-1991 XXZ .00030X ~'~ 9Z .O00Zq7
1985 16Z .000458 1992 9Z .000247 ZOOZ 6X .000164
1984 11Z .000301 X995-X994 7Z .O00XgZ Z005 5Z .000137
1985 15Z .000556 1995-1998 9Z .000247 2004 4Z .000110
1986 lOX .000274 1999 7Z .000192
1987 IOg .000Z74 ZOO0 7Z .000192
--Interest is calcuIatad as follows:
INTEREST = BALANCE OF TAX UNPAID
X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
BUREAU OF IND/VIDUAL TAXES
CONMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLO#ANCE OR D/SALLOMANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
DONALD B OWEN ESQ
PO BOX 416
NORMLEYSBURG PA 17045
DATE 11-08-Z004
ESTATE OF TROUTMAN
DATE OF DEATH 04-22-2004
FZLE NUMBER 11 04-0436
COUNTY CUMBERLAND
A~ *,q 101
VIOLET E
AmoUnt R~am It 'l:ed /
HAKE 'CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF MILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LZNE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DZSALLOt4ANCE OF~EDUCTZ-ON$-ANCASSC-~SMENT ~TAX
ESTATE OF TROUTMAN VZOLET E FILE NO. 21 04-0q36 ACN 101 DATE 11-08-2004
TAX RETURN HAS: (X) ACCEPTED AS F/LED ( ) CHANGED
RESERVATION CONCERNING FUTURE ~NTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: 0RTGINAL RETURN
1. Reel Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
S. Closely Held Stock/Partnership Interest (Schedule C)
q. Mortgages/Notes Rece/vable (Schedule D)
APPROVED DEDUCTIONS AND EXEHPTZONS:
(/) 94,108.38
(z) .00
(3) .00
(a) .00
rs) 1~081.00
(6) 18.161.69
(?) .00
(B)
9,163.83
(10)
(11)
(12)
13. Charitable/governmental Bequests; Non-elected 9113 Trusts (Schedule J) (23)
lq. Nat Value of Estate Sub,act to Tax
NOTE: To tnsure proPer
cred/t to your account,
sub.~t the upper portlon
of thl$ Fore with your
113,351.07
lO.7]~.~O
.00
/F PA/D AFTER DATE /NDICATED, SEE REVERSE
FOR CALCULATION OF ADDIT/ONAL INTEREST.
PAYMENT MUST BE MADE BY 01-22-2005~.
FAX CREDITS;
PAYMENT RECE/P/ U/SCUUNT
DATE NUMBER /NTEREST/PEN PAID (-) AMOUNT PAID
(Ks) .00 x O0 = .00
(26) 102,654.57 x 045= 4,618.56
(LT) .00 x 1Z = .00
(18) .00 x 15 = .00
(19)= 4,618.56
TOTAL TAX CREDIT
SALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
4,618.56
.00
4,618.56
( /F TOTAL DUE IS LESS THAN $1, NO PAYMENT KS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A 'CRED/T' (CR)~ YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF TH/S FORM FOR ZNSTRUCTIONS.)
ASSESSMENT OF TAX: 15. Amount of L/ne lq a~ Spouse1 rata
16. Amount of Llne lq taxable at Lineal/Class A rate
17. Amount of Ltn~ lq at Sibling rede
18. Amoun~ of L/ne 1~ ~axeble a~ Collateral/Class B rm~e
19. Prl~lpal Tax Due
NOTE: 'r~ an assessment ~as issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 will
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. CD 004668
OWEN DONALD B ESQUIRE
708 NORTH FRONT STREET
P O BOX 416
WORMLEYSBURG, PA 17043
fold
ESTATE INFORMATION: SSN: 192-14-7197
FILE NUMBER: 2104-0436
DECEDENT NAME: TROUTMAN VIOLET E
DATE OF PAYMENT: 11/24/2004
POSTMARK DATE: 11/22/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 04/22/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $4,618.56
TOTAL AMOUNT PAID:
$4,618.56
REMARKS:
SEAL
CHECK# 103
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
Cumberland County - Register Ot WlllS
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/07/2006
OWEN DONALD B ESQUIRE
RR 1 BOX 250A
HORSE VALLEY ROAD
EAST WATERFORD, PA 17021
RE: Estate of TROUTMAN VIOLET E
File Number: 2004-00436
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/22/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Personal Representative(s)
f(
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/07/2006
LOCK MARIE V
PO BOX 6
ENOLA, PA 17025
RE: Estate of TROUTMAN VIOLET E
File Number: 2004-00436
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July I, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/22/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
ze~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
fY
Cumberland County - Register Of Wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 3/07/2006
TROUTMAN ROBERT W
111 CUMBERLAND ST
ENOLA, PA 17025
RE: Estate of TROUTMAN VIOLET E
File Number: 2004-00436
Dear Sir/Madam:
This notice is to serve as a reminder that the Status Report by
Personal Representative under Rule 6.12 is due on the below listed
date.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103
SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing is due by:
4/22/2006
Please feel free to contact this office with any questions you may
have. If you have already filed your Status Report, please disregard
this notice.
Sincerely,
~~~
Glenda Farner Strasbaugh
Clerk of the Orphans' Court
cc: File
Counsel
fY
Register of Wills of Cumberland County
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
VloL~'l
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E.
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J 'Kers;)"Y) fh.J
Date of Death:
Estate 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 0
2. lfthe 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 person~resentative file a final account with the Court?
Yes 0 No 2Sf
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties in
interest? Yes f2( No 0 .
c. Copies of receipts, releases, joinders and approval of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report. \'-"\ a '/ ~
_3/''1)0(" ..)v,\~ R U~
'--'Signature
Date:
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Name {2(l::1i" ( AG'f. ..J. So It-
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Address
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Telephone No.
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J:8 Counsel for personal representative
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