HomeMy WebLinkAbout02-0489
PETITION FOR PROBATE and GRANT OF LETTERS
Estate of TUL./A 'j;;I-/YJ/lO CrE No. ~/-o~ -1./ ~q
also known as To:
Register of Wills for the
County of L. U/1l 8 ER '-Ii v() in the
Commonwealth of Pennsylvania
, Deceased.
Social Security No. ! 7 )) - 0 I - a lS 'i 8'
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the executCl R
in the last will of the above decedent, dated /Y) AR '- If d- S- , I 9 <j (
and codicil(s) dated .AJ / A- /
(state relevant circnmstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in [ U I"Yl B C A L 1\ AJ ()
h 10. fl.. last family or principal residence at 80)... L.O G 1< '- I....>
/YJE.C-/-IAAJIGSt1JI/i-- fJOII.OUG.-lt ,PA
I
(list street, number and muncipality)
County, Pennsylvania, with
S TRE Ii: r
J7c!5"S-
Dece years of age, died /Y) A Y Cj ) ).. 6 (J ,L , ~
at /1 v ... "'" 0 5 fir A L
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the wi I offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania /
situated as follows: AI / A
jao,OOO.OO
I
$
$
$
$
WHEREFORE, petitioner(s) respectfully
presented herewith and the grant of letters
request(s) the probate of the last will and codicil(s)
IF: 5 TA /Y1O-VrAIl.'j
(testamentary; administration c.La.; administration d.b.n.c.La.)
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PA-
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA l ss
COUNTY OF Cumberland J
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well and truly administer the est e according to law.
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No. 21-2002-488
Estate of
Julia Talmadge
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW May 17th ~ 2004 in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated March 25th, 1991
described therein be admitted to probate and filed of record as the last will of
Julia Talmadqe
and Letters Testamentary
are hereby granted to John J. Tamalavage Jr.
~ c. :/~.u k~
Register of Wills' tI:JoL
MARY C. LEWIS ~ -r~
FEES
copies
$ 200.00
$ 30.00
$
$
TOTAL _ $
Filed ..... May . nth, . 2002.. .$.~.~..QQ. .
Probate, Letters, Etc. .........
Short Certificates(LOY . . . . . . . . . .
Renunciation ................
Jq>~c
ATTORNEY (Sup. Ct. 1.0. No.)
5.00
2.00
ADDRESS
PHONE
MAILED llil.l~~ 'ID JCIJN J TlIMALAV1\GE EXEX:'lUIQ?
21-2002-489
I, JULIA TALMADGE, of Philadelphia, Pennsylvania,
declare this to be my Will, hereby revoking all former Wills
and Codicils.
FIRST: By the execution of one or more separate
inter vivos trust instruments, I have made provision for the
nonprobate distribution of my assets at the time of my death.
This instrument is intended to specify the distribution only
of any forgotten or unanticipated assets not covered by such
inter vivos trust instruments.
SECOND: I direct my Executor or Alternate
Executor to pay my funeral expenses, administration expenses
of my estate, including inheritance and succession taxes,
state or federal, which may be occasioned by the passage of or
succession to any interest in my estate under the terms of
either this instrument or the aforesaid inter vivos trust
instruments, and all my just debts, excepting mortgage notes
secured by mortgages upon real estate.
THIRD: I give the residue of my estate to JOHN
TAMALAVAGE as Successor Trustee (or to JOHN TAMALAVAGE, JR. as
Alternate Successor Trustee, if he shall then be actively
serving), under the terms of a certain deed of trust executed
by me, as of ':>Md c1s-'
, 1991, and already in
existence, and I specifically direct and provide that the
property received by virtue of this bequest shall be held by
said Successor Trustee (or Alternate Successor Trustee), to be
administered in accordance with the provisions thereof, as an
addition to the trust fund, and said Successor Trustee (or
1
Alternate Successor Trustee) shall dispose of said property as
a part of said trust in accordance with the provisions
thereof.
FOURTH: I appoint JOHN TAMALAVAGE Executor of
this, my Will. Should he fail to qualify or cease to act at
any time and for any reason, I appoint JOHN TAMALAVAGE, JR.
Alternate Executor.
I direct that neither fiduciary shall be required
to file a bond in any jurisdiction whatsoever in the
administration and distribution of my estate.
EXECUTED ON
Jt-Al<ck
:2-5-=r:!2
, 1991.
.,~;:,.L':'_", "
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J~~~~A~~~/'/~'~
(SEAL)
In our presence, the above named JULIA TALMADGE
signed this and declared it to be her Will, and now at her
request, in her presence and in the presence of each other, we
sign as witnesses.
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Wltness
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Address
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Address
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COMMONWEALTH OF PENNSYLVANIA
COUNTY OF PHILADELPHIA
: SS
and
We, JULIA TALMADGE,
reO'O"[; SA LlA.& E
!l11{tR..fANN HARDY
, the Testratrix and the
witnesses, respectively, whose names are signed to the
attached instrument, being first duly sworn do hereby declare
to the undersigned authority that the Testratrix signed and
executed the instrument as her last Will and that she had
signed 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
Testratrix, signed as witness and that to the best of his
knowledge, the Testratrix was at that time eighteen years of
age or older, of sound mind and under no constraint or undue
influence.
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/~2ctY!. ,; .tt~LL;Lt-C_
Testratrix J
~~y~/:/M~
W1tn s
rJrnJ- J1wl~
Witness
Subscribed, sworn to and acknowledged before me
JULIA TALMADGE, the Testratrix, and subscribed to before me
by i11.J4.II?YA/IIN t-6AIU;,y and iR o:;}; :5/'1V~(5E
witnesses, this .:::1~..;N day of /n..~
by
,
A. D. 1991.
fto~ D~
No ry Public
NOTARIAL SEAL
JEAN D'ANGELO, Notary Public
City of Philadelphia, Phila, County
My Commission Expires July 27, 1992
.
.
INTERNISlS
of Central Pa.
LTD.
Peter M. Brier, M.D.
Michael L. Gluck, M.D.
James A. Tyndall, M.D.
Ira J. Packman. M.D.
Richard Schreiber. M.D., EA.C.P.
L. Lynne Britton, M.D.
Lawrence B. Zimmerman, M.D.
Michael A. DeMichele. M.D.
Christina Collins, M.D.
Dean L. Lehman, PA~C
Leroy K. Rung, PA.C
HARRISVIEW PROFESSIONAL CENTER . 108LOWfHER ST.. PO. BOX 107. LEMOYNE,PA 17043.0107 .(717) 774.1366 FAX (717) 7744232
21-2002-489
May 16,2002
To whom it may concern:
Please be advised that due to his diminished mental capability, John Tamalavage, Sf. is unable
to conduct the affairs of the estate of the late Julia Talmadge.
Very truly yours,
~~~
James A. Tyndall, M. D.
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COMMONWEALTH OF PENNSYLVANIA
OEPARTMENT OF REVENUE
BUREAU OF INOIVIDUAL TAXES
DEPT.2B0601
HARRISBURG, PA 17128-0601
REV-11B2 EX(11-9B)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
R MARK THOMAS ESQUIRE
101 SOUTH MARKET STREET
MECHANICSBURG, PA 17055
__nun fold
ESTATE INFORMATION: SSN: 178-01-0848
FILE NUMBER: 2102-0489
DECEDENT NAME: TALMADGE JULIA
DATE OF PAYMENT: 08/08/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 05/09/2002
NO. CD 001494
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $120,150.00
I
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TOTAL AMOUNT PAID:
REMARKS: JOHN J TALMADGE
C/O R MARK THOMAS ESQUIRE
CHECK# 616
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
$120,150.00
MARY C. LEWIS
REGISTER OF WILLS
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CERTIFICATION OF NOTICE UNDER RULE 5.61al
Name of Decedent: Julia Talmadge
Date of Death: 5/9/2002
Estate No. 21-02-489
SSN: 178-01-0848
File No.
2002-00489
Date Letters Granted: 5/17/2002
Will or Administration No.
To the Register:
I certify that Notice of 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 6/7/2002
Name
John Tamalavage
Address
802 Cocklin Street
Mechanicsburg
528 Maple Street
Pottsville
PA 17055
John Tamalavage, Jr.
PA 17901
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date: 8/21/2002
~~
Signature
R. Mark Thomas
Name (Please type or print)
Capacity:
Personal Representative
x
Counsel for Personal
Representative
Address
101 S. Market Street
Mechanicsburg
PA 17055
Telephone No. 717-796-2100
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REV'l500EX'(6-00J{)l lAY
~. COMMONWEALTH OF
PENNSYLVANIA
, DEPARTMENT OF REVENUE
DEPT 280601
HARRISBURG, PA 17128-0601
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REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
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Talmad e, Julia
DATE OF DEATH (MM.DD-Year)
DATE OF BIRTH (MM-OD-Year)
/1- (. '/- If
OFFICIAL USE ONLY
/
05/09/2002 OS/27/1919
llF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST. FIRST, AND MIDDLE INITIAL)
FILE NUMBER
~L-~12-tL,alL~'L
COUNrycoOE YEAR NUMBER
SOCIAL SECURITY NUMBER
7 8 - 0 1-
084
001. Original Return
o 4. limited Estate
D 6. Decedent Died Testate IAttach copy of Will}
o 9. litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (daleorde~ after '1.1].82)
o 7. Decedent Maintained a living Trust (Atta:;hcopy 01 Tru~l)
o 10. Spousal Poverty Credit (dale 01 death between 12-Jl.91 <WId 1-1-95)
THIS RETURN MUST BE FilED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Return (date of death prior 10 12.13-82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) {AnachSch0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
A. Mark Thomas, Es 101 S. Market Street
FIRM NAME (If Applicable)
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X _(15)
X _(16)
903,475.00 X 12 (17) 108,417.00
93,000.00 X 15 (18) 13.950.00
(19) 122,367.00
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TELEPHONE NUMBER
717 -796.2100
Mechanicsbur
1. Real Estate (Schedule A) (I)
2 Stocks and Bonds (Schedule B) (2)
3. Closely Held Corporation. Partnership or Sole-Proprietorship (3)
4. Mortgages 8 Noles Receivable (Schedule D) (4)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6 Joinl~ Owned Property (Schedule F)
o 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 HI
10. Debts of Decedent. Mortgage liabilities, & Liens (Schedule I)
11. Total Deductions (Iotal Lines 9 & 10)
12. Nel Value of Estate (Line B minus Line 11)
(5)
(6)
(7)
(9)
(10)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to lax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Une 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable allhe spousal lax
rale. or transfers under Sec. 9116 (a)(1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Une 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate
19. Tax Due
20. 0
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
PA 17055
OFFICIAL USE ONLY
27,974.00
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994,592.00
(8)
1,022,566.00
21,804.00
4,287.00
(II)
(12)
(13)
26,091.00
996,475.00
(14)
996,475.00
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ece ents omPlete Address:
STREET ADDRESS
802 Cocklin Street
CITY I STATE PA 17055 I ZIP
Mechanicsburg
Tax Payments and Credits:
I Tax Due (Page Hine 19)
2 Credits/Paymenls
A Spousal Poverty Credil
8. Prior Paymenls
C. Discounl
(1)
122,367.00
120.150.00
6.007.50
Tolal Credils I A + B +C)
(2)
126,157.50
3 InleresllPenally if applicable
D. Interest
E. Penally
TolallnleresVPenally ( 0 + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enler Ihe difference. This is Ihe OVERPAYMENT.
Check box on Page 1 Line 20 to request a relund (4)
5. \I Line 1 + Line 3 is 9realer Ihan Line 2, enler Ihe difference. This is Ihe TAX DUE. (5)
A. Enler Ihe inlerest on Ihe lax due. (5A)
8. Enler Ihe lotal 01 Line 5 + 5A This is Ihe BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
3,790.50
0.00
0.00
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedenl make a Iransfer and: Yes No
a. retain Ihe use or income 01 the property transferred; ........................................................................... 00 0
b. relain Ihe righl to designate who shall use the property Iransferred 01 ilS income; .................................... ... 00 0
c. retain a reversionary interest; or ...................................................................................................... 0 [&]
d. receive Ihe promise for lite of either paymenls, benelils or care? ............................................................. 0 00
2. If dealh occurred after December 12, 1982, did decedent transler property within one year of dealh
wilhoul receiving adequate consideralion?............................................................................................... 0 00
3. Did decedent own an 'in trust fo( 01 payable upon death bank account or securily at his or her death" ................. 0 [8J
4 Did decedenl own an Individual Reliremenl Account, annuity, or other non-probale property which
contains a beneftclary designation? ........ ............................................... ...................... [R) 0
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
ADORES
EPRESENT A TIVE
ADDRESS
101 5. Market 51.
Mechanicsburg
PA 17055
For dales of dealh on or aller July 1. t994 and betore January 1, 1995, Ihe tax rale imposed on Ihe nel value of transfers 10 or for Ihe use of the surviving spouse is 3%
[72 PS ~9116 (al (1.1) (ill.
For dales of dealh on or afler January 1, 1995, the tax rale imposed on Ihe nel value of transfers to orlor the use of Ihe surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)).
The statute does not exemot a lransfer to a sUPJiving spouse from tax, and the slatu\ory requirements for disclosure of assets and filing a lax return are stm applicable even if
the surviving spouse is the only beneficiary.
For dales of death on or aller July 1, 2000:
The lax rale 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)(I.2)l
The lax rale imposed on Ihe net value of Iransfers to or for Ihe use of the decedent's iineai beneliclaneSls 4.5%, except as noted in 72 PS ~9116(1.2) [72 P.S. ~9116Ia)(1)1.
The lax rale imposed on Ihe net value of transfers to or for Ihe use of Ihe decedent's siblings is 12% [72 P.S. ~9116(a)(I.311. A sibling is defined. under Seclion 9102, as an
individual who has at least one parent in common with the decedent whether by blood or adoption
R"""'''''''''.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Talmadge Julia
Include the proceeds of litigation and the dale the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclos.ed on Schedule F.
FILE NUMBER
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
27,049.00
2.
Citizens Bank
525 William Penn Plaza, Ste. 153-2510, Pittsburgh, PA 15219
Acc!. # 1 00-008-7260
Refund for overpayment from
Bryn Mawr Terrace, Haverford & Rugby Rds., Bryn Mawr, PA 19010
925.00
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
27,974.00
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.tJC?t'J.....;-
C CITIZENS BANK
525 W,il'Iam Penn Place
Suite 153.2510
PIMbu'll" PA 15219
AUGUST 06, 2002
R. MARK THOMAS
ATTORNEY AT LAW
101 SOUTH MARKET STREET
MECHANlCSBURG, PA 17055-3851
Estate Of JUUA TALMADGE
Date of Death: 05/09/2002
SSN 178-01-0848
Dear SirlMadam:
In accordance with your reqllest, the attached information sheet has been provided in the above
decedent's name as of hislher date of death.
Should you reqlllre fllrther assistance regarding this matter, please contact me at 4\2-867-2299.
Sincerely,
~~
Barbara Richards
OperatJons Services
HULJ t::Jb e:1Qt::Je: 1'-+' 10..,) it"( IIl::LLUI"I UH I H L.UI"II t"(UL '+1~ c!...J4 ~::>14 I U ~1 (1 ((':;1b..5bl:::Jlj
.: CITIZENS BANK
Account
Number
, IllHllJ&. 7260
Account Title
1-'.l:::1'j/ic:L:S
Tuesday, August 06, 2002
Julia Talmadge By
John J Tamalavaga Rap Payee
Date Opened: 02/13/1997
Principal BalInt from Lasl
liB of 000 Posling to ODD
$27,048.70 $0.00
Accounl Type: DO
Account Sal YTD Int 10
as of 000 000
$27,048.70 $382.50
Page 2 of 2
'''''''".,''''.
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
Talmadae ,Julia
FILE NUMBER
This schedule must be completed and filed if the answer 10 any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRIPTION OF PROPERTY %OF
ITEM INCLUOETHENAMEOFTHETRMi$FEREE, THEIRRELATION$HIPIODECEDEN1AND1HEDATEOFTRANSFER OA TE OF OEA TH DECO'S EXCLUSION T AXA8LE VALUE
NUM8ER .o.n"C,""COP'1Qfl).IEOEEPfORREN-ESIArE VALUE OF ASSET INTEREST IIFAPPLlCABlEI
1. A Declaration of Trust was executed by decedent on 994,592.00 100. 994,592.00
March 25, 1991, An Amendment to Declaration of Trust
was executed by decedent on December 19, 1996.
Attached hereto are copies of both instruments.
- The Trust assets were managed by:
Salomon Smith Barney, Inc.
1650 Market St., 45th FI., Philadelphia 19103-7301
- A date of death value of the entire Trust assets is attached
with cover letter from Salomon Smith Barney, Inc., dated
June 4, 2002
- John Tamalavage, Jr., nephew of decedent, became the
Successor Trustee pursuant to the Declaration of Trust.
His address is: 528 Maple St., Posstville, PA 17901
(See letter from Salomon Smith Barney, Inc. dated
May 31 , 2002)
TOTAL (Also enter on line 7, Recapitulation) $ 994,592.00
(If more space is needed, insert additional sheets 01 the same size)
S/\LOMONSrvIlTII B^RNEY
^rllt~rllh('r ul CllllJWUf)/
: > I', /l ~] I lil)1 II) . 11I)1 I :) J:l I -I II
.llllll' .1, :>Oil2
John Tarllalavagc
52R Maple Streel
Pottsville I' A 17<)01-Wi07
HI;: hl"l... nUlI/i" Tallltadge
Dear Johll,
We have ellclnsed a Dal~ nr Dealh Valualinll Ii,r Julia's Tills\.
I'lells~ lei \IS know ir We can he nr rllrlhcr assistallce.
Sinl,crdy yn\lrs,
'-, \ [\~/
,-\ ') ,I"" j / ,.'
Douglas A, Swnpe
Vice I'residclIl " !nveslinenls
Senior l'orll.,lin Manager
DAS/lllllls
Fllc!nsme
:;^I ( I~.I( ll/ : ;/>,11 Hill/II U II Y 111(: II;~ ,II If I, III <'I :1I11~<'I,1! .11,' Ill"', I '1III;I.ll'Il'hld. I '(\ t~ll\n i:IO \
, AX :! I~, H~>1 Ii I;'!,
llll HII ! II It.li., II' '/1 :;11 1111!ltl '1/1,:. "1\1.",11111) 11l.)I,) :.I.,ilf!(I:; '1I\'llJIll WI 1!lIU'..! (ll I l-'l\\l \\\11 WI )ll' ))111 ,;IJ..."!AIJllt II'; i\(;(;1111A!,',
Il!j 1'(1,,11'1111
lll~,'. llllnllll 1111 !lJI"IU,1^lI"tI (1..111'11> ,'I'III1"!! I\J'llI~;';Ij) (;,11/',1111111:; II ;;'1111/1-'11'111 H\ \(';\\1 1\11 1.\lH\ll.\~;l 1111 :;,~I! III /1111 :;I(lIll1l1!::
.' ......1 I 1\>1' Ial'~'d II ~11\l~1 LIIIll
- (j~i2-{) l{)JZ-~i III - .filii.. l..hll'UI!lu. Inlsl DOD
DOll nOll DOll IlOD AGI:illcd
!;J!)~!;!II!!i~m QlHlIlli!V ni!lll !,(!W /'lVlI \lulu!: !1\\\lrQ~\
SMIIII IlAnNEY MIJNlCIPAI MI lNEY B~,nr"2 :f- 1.00 $ 100 $ 1.00 $ B2,n!i1~ $ n2_!)~i
All!. I cunl' I,OI/.IIU!, $ 1oI0!) $ IJ.lL $ l:I.lll :Ii H,!l\ll.IlL
AT&T WIHEIESS SEIWICES I~IC :H:,OO $ IUB $ B.IO $ B2'1 $ 2,B'IL.BO
ALABAMA POWEH CO I'FI1112!i% A 1,00000 $ 2,UlIl ~!; ~,1(11) $ 2'1.11!, $ /'I,lEiO.OIl
AVAYA INC IlIU10 $ /.11/ $ Ii /1 :1: Ij.BI :Ii mH.12
IJANI( ONE CAI 'I IALI It Vll ,20% )IHUJIl $ ),UIO $ 'Hll $ 2'I.Il,j $ '1,UG/.on
[JELLSOU III CAl'I rAL FUNIJING Sll 1,10000 $ 21i.20 $ 2liOl $ 2r..\1 $ :n,9JG.1iO
CITlGHOlJP CAP IV Cl 1M Tnt IS I !JIIIIIIO :[: 2,t(l~j :1; :J,Ull $ 2'1.!"iH $ 2/,122.00
EIX .\ HUS I 1I1Um% SEH IJ 1,000.00 :> LJoIl $ 2J.2f, $ 2.1. :13 $ 2:J,:no,1I11
ENERGIZER IILDGS INC !i]\'OO $ 21AH $ 2:J.!1Il $ 2~,2~ $ U,llGIl./!J
FHANI\LlN PENNSYLVAr~IA TAX F1~EE 'I,lHlml :> ltl.l!i $ 101!l $ ilL I!) $ ~(J,:J:J!j21
GENEllAL MillS INC !l),I)O $ 'I 'I. DO $ ,1,11/1 :[: II'L~i'l $ 2,J IlUlIl
GENEllAL MOl OHS l,2:,~;' PINES 'IIJO.OO $ 2,1!i(i $ 2411:, $ 24,9\ $ !i,%2,00
IIARTFOHO CAP I 7.70%-QUlpS (jIJl)llIl ~ft 2!;.20 ", 2ClOll $ 2;',1<1 $ 1:',0111.00
.1'
IN II [JUSINESS MACIIINES r:Of<l' IIH .:U i:\ $ 1\:\1I1l $ !!l00 ~I; 1l1.1I0 $ !i/,IJ!,I.32
.JOIINSUN & .JUIINSUN I,G{2\12!j!; :~ IIIBIl $ tiO.!),1 $ (j1,21 $102,39\1.77
lUCENT TECIINOl.OG1ES INC 1,Il!JliOO $ 'l.IiO $ 4'10 $ 4,:'0 1~ '\Jii2,00
MI. CAPITAL! HUST 7% PEIWEIUAI. 'IiJlIIllI $ ),1.20 $ n.m; !~ 2'UJ:\ $ lJ.GI2,00
MISSISSIPPI POWEI< cOlwm I'll) lilHUIO $ 2;,,1!1 :\; 2!,.10 $ 2;'.10 $ I ii, Ill:' ,00
MOnGAN 5T ANI EY CAP m II 7.2ii% '100.00 $ 24.!i0 $ 1'1.10 $ 24.111 $ 9,930.00
UNIT MUNI fJD I H DISC 1000 :I: 1.1:J..1G $ 1>I:\>I(j $143>111 $ 1,'1:Hfill $ ,1!>.3'1
110I1 JNIYIEIIJ I'A n) 1,!JIJlIIIIl $ H!ilj !~ 141;0 $ 1'UiJ $ 21,l!lf>.1l1l
NCH CO HI' I,IEW !i 1.00 $ :\l\nl $ 31.DO $ 30.29 $ I,Wi2G'1
NUVEEN PA PH EM INCOME MUN In 2 2,2'\2.!l'2!iB $ H21 $ 1-1.2:1 $ 1'1.2!; $ 31,!IGI,C,D
NIJVEEN pA INV I OUAU I Y MUN 111 ~ i I !) /1 ~ i .!)IJ I I $ 1'111') $ 1.1./2 $ 1,1.{1I $ Bl,B!!;G!i
UNll S PENN INSIJ MUN INCM 11m; !, 1!),00 $ 1O!J.71; $ 10!i.in $\0!i.70 $ l,04G.40 $ nB,1
HAI.COIW III.IJGS INC NEW Ill:' 011 $ 2\1 \~l $ IB.31 $ IB.?!i $ '1'/'IJ.7:,
SUN mUST CAP II AI. v lWi%, 1~O_OO $ 2!i,1l1l $ 2'1.!i2 $ nlJli $ li,2'IO,OO
VAN I(AMp AMEn CAI' PA OUAI. MlJ 1 ,~)nL.!j'l!J!l $ lIi21 $ IG.Oll $ Ili.15 $ 2!i,;,5020
VAN KAMPEN AMEI~N CAl'I n INV I ;J,2'1!J:,1 $ l(jnli $ In.!,2 $ Hi.;,(J $ 31,320.3/
VEHIZON COMMUNICATIONS 1,/'1:1.221 $ ill.'!!) $ 41).1Il :1; ,II)'/ll $ 11,1) f!JlI>1
... CAPIIAI nt.' u.c l.G~i'Y" ClJlv! lillO.1l1) $ ),1 Off) :]; /'I.fiO $ 2'I.li.l ~ _'-4,ll(I:O~
T o(al Valuc or SCCII/ llics $ 80~,135,lill
I<ey"orl policy III(AoOOOOIl79 $!;l, 1~!J.24
IlatUord'f'ollG'yI/OOOO55717 !~m,\l!j\i\ill
lolal Value of Insurance Policlcs $ 1\l1l,105,\l2
Bosln" rhmllc:la' Apls \/ 10llllil,; ~I;:l 1">.1)0 $:I51UlIJ
IOIAL POHTFOI.ID VALliE $ \l9~,591.52
Ihe ilCClIJed illlerc-'!sl 011 tIlOl](~Y hlluls (0 d;:llo of do.-.th wm; ~~(lL!}~).
Ill(JI(! wmo 110 slod~~. IIlal wmJl ex Imhllo and Ilnid altel ,late n( den1h
1 ho Inlormation contained hOlein WnS preparod
for Inrllllllaliollal pmpo5os Ol\!'( and {Ioos lIot
fOIHo~elll all oHldal 51,,101116111 () yom nccollnl fit
tho thlll. 1 ho dillos,l"icos. pfojed,ol1s <llld /01 s(u-
IIsUes !lavo hool! obloinod 110m SOUfnos.
holfevod lollablo, IlIlt Iho IlCClHacy or 'his'
IIlfOll1lallon GRl\lloUIO l1IJmmllo8(}. Ploaso ralarld'
your llIolllhly slatamo.l\'s (ur.. COlJT'OlO ,nconJ 01'
YOIH lrallsadions. holdillgs aod )[Ilall(;05.
UECLARA'1'lON OF '!'HUST
ImEREAS, I, JULIA 'l'ALMAUGE, of Philadelphia,
Pennsylvania, am the owner of certain assets more fully
described in Schedule A attached hereto, the said assets
subject to this Declaration of 'frust being identified by the
following form of registration:
"JULIA TALMADGE, 'l'rustee u/d/t dated/:"<" /, I, ,'~ '1-, 1991,Y'.:
/ ' .
NOW, 'rIlEREFORE, I<NOH ALL MEN BY 'l'IIESE PRESENTS, that I do \/
hereby acknowledge and declare that 1 hold and will hold said
assets and all my right, title and interest in and to said
assets IN 'rRUST upon the following terms:
I. I reserve unto myself the power and right at
any time during my lifetime to amend or revoke in whole or in
part the trust hereby created without the necessity of
obtaining the consent of any beneficiary hereunder and without
giving notice to any beneficiary hereunder. The withdrawal by
me of the whole or any part of the assets held hereunder shall
constitute as to such whole or part a revocation of this
trust.
2. I reserve unto myself the power and right to
collect any income which may accrue from the trust property
and, in my sole discretion as Trustee, either to accumulate
such income as an addition to the trust assets being held
hereunder or to pay such income to myself as an individual. I
shall be exclusively entitled to all income accruing from the
trust property during my lifetime, and no beneficiary named
1
herein shall have any claim upon sudl income distributed to
me.
3. If because of my physical or mental incapacity
certif ied in writing by a physician, the Successor 'I'rustee or
the Alternate Successor Trustee hereinafter named shall assume
active administrative of this Trust during my lIfetime, such
Successor Trustee or Alternate Successor Trustee shall be
fully authorized to invest, reinvest or otherwise manage the
trust's assets as he shall deem appropriate, paying to me or
disbursing on my behalf such sums from the income or the
principal as may appear necessary or desirable for my comfort
and welfare.
4. Upon my death, the Successor Trustee or
Alternate Successor Trustee shall:
(a) Pay all claims he determines to valid, such
as ante mortem claims, funeral expenses and expenses incurred
in connection with the administration of the trust, and
reimburse the Executor of my estate for the amount of such
claims and expenses he shall have paid from my estate.
(b) Pay to the proper taxing authority or
reimburse the Executor of my estate for the amount of any
succession, estate, transfer or similar tax, whether state or
federal, which shall be imposed lawfully upon my estate or
upon any beneficiary thereof as a result of my death.
5. Upon my death my Successor Trustee or
Alternate Successor Trustee shall pay the indicated sums to
the following individuals who survive me:
(a) 'I'hree thousand ($3,000.00) Dollars to my
2
friend, EVELYN MOORE;
(b) Five thousand ($5,000.00) Dollars to my
niece, ANNA HEALY.
If either beneficiary shall not survive me, then such gift
shall lapse and be distributed as part of the residuary trust
hereunder.
6. Upon my death, my Successor Trustee or
Alternate Successor 'l'rustee shall deliver to the persons named
in a memorandum attached hereto certain articles of tangible
personal property which I have described on Schedule A. I
direct that any items of tangible personal property not
disposed of by said memorandum shall be sold by my Successor
Trustee or Alternate Successor Trustee, at public or private
sale in the discretion of my Successor Trustee or Alternate
Successor Trustee, and the proceeds thereof shall be
distributed as part of the residuary trust.
The sale or other disposition by me of all or any
part of the subject~rticles of tangible personal property so
described shall constitute as to such whole or part a
revocation of such designation.
7. My Successor Trustee or Alternate Successor
Trustee shall divide the residue of the trust fund into four
equal parts or shares and shall pay the parts or shares as
follows;
(a) One fourth thereof to my brother, ,JOlIN
TAMALAVAGE, if he survives me. In the event that my brother
fails to survive me, his share shall be paid, in equal shares,
to my nephew, JOHN 'l'AMALAVAGE, JR. and my niece, JUDITH
3
REMISZEWSKI. or to the survivor of them;
(b) One fourth thereof, in equal shares, to my
niece, CHRIS'l'INE TAMALAVAGE, and my nephew, JOSEPH 'rAMALAVAGE,
or to the survivor of them;
(c) One fourth thereof, in equal shares, to my
nephews, PIIILI,IPE ERDMER and ALLAIN EHDMER, or to tIle survivor
of them;
(d) One fourth thereof to my sister, HELEN HEALY,
if she survives me. In the event that my sister fails to
survive me, her share shall be paid, in equal shares, to my
nieces, ANNA m:lILY, MARGARE'1' HElILY, MARY HEALY, and my
nephews, PATRICK HEALY and THOMAS HEALY, or to the survivors
or survivor of them. Should they be entitled to distribution
hereunder, such distribution to ANNl\ HEALY, MARGl\RE'I' HEALY,
PA'rRICK HEALY and 'THOMAS HEALY shall be outr ight, however,
with respect to any share due to my niece, MARY HEALY, I
direct that such share shall be paid to ANNA HEALY and PATIUCK
HEALY as Trustees, and held, In 'I'rust, for the following uses
and purposes:
(1) '1'0 pay the net income therefrom to my niece,
MARY HEALY, for her 1 ite not less frequently them semi-
annually. Said 'l'rustees may apply the net income of said
trust for the support of MARY HEALY, should she, by reason of
illness or other cause, in the opinion of said Trustees, be
incapable of disbursing it.
(2) To expend as much of the principal of said
trust as said Trustees may, from time to time, think advisable
for the support of MARY HEALY during illness or emergency.
4
Such dIstrIbutIons of prIncIpal may eIther be made dIrectly to
MARY HEALY or else be applIed dIrectly for her benefIt by saId
Trustees, after takIng Into consIderatIon her other readIly
avaIlable assets and sources of Income.
(3) Upon the death of MARY HEALY saId trust shall
torlnJ.nate 0111<1 the then remaining principal and allY accumulated
income shall be distributed equally to ANNA HEALY, MARGAHE'l'
HEALY, PATRICK HEALY and ~l'HOMAS HEALY or to the survivors or
survivor of them.
(4) If at any time said Trustees, in their
absolute discretion, should determine that said trust is
impracticable to administer, said Trustees may, in full
discharge of theIr dutIes, make distribution of the prIncipal
and any undistributed income of said trust to I1ARY HEALY.
Should MARY HEALY, in the opinion of said Trustees, be
mentally or physically incapacitated, said Trustees may pay
said princIpal and any undistributed income thereon to the
guardian of MARY HEALY, or to any person or institution takIng
care of her.
8. All interests of a benefIcIary hereunder shall
be inalienable and free from anticipation, assignment,
attachment, pledge or control by creditors or by a present or
former spouse of such beneficiary.
9. If any provision of this instrument shall be
unclear or the subject of dispute among the parties to the
trust, the Successor Trustee (or the Alternate Successor
Trustee, if the later shall then be actively serving) shall be
fully authorized to construe such provision, and such
5
determination by the Successor Trustee (or Alternate Successor
'1'rustee) shall be final and binding upon the parties hereto.
10. In the event of my physical or mental
incapacity or my death, I hereby nominate and appoint JOliN
TAMALAVAGE as Successor Trustee. If such appointee shall be
unable or unwilling to serve, I hereby appoint JOHN
TAMALAVAGE, JR. as Alternate Successor Trustee.
11. The Successor Trustee and Alternate Successor
Trustee are specifically instructed to maintain the privacy
and confidentiality of this instrument and the trust created
hereunder, and are in no circumstances to divulge its terms to
any probate or other court or public agency with the exception
of a tax authority.
12. 'l'he Successor Trustee and Alternate Successor
Trustee shall serve without bond.
13. '1'his trust instrument shall be construed and
enforced in accordance with the laws o[ the Commonwealth of
Pennsylvania.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this
./ :,~-rt'
day of
/t1/ik< II
, 1991.
'.<. /~.. tl
,/ /'.. / .- \ ~;, / (SE^!dl
JULIA TALMADGE
'-;?~/v (l d~ <: )/r.;./Ui j
Wi 11~:is (
1
')1
/;( (, }(:'.
witness
(,
Lh IIC:: 'J( /
6
COMMONWEALTH OF PENNSYLVANIA
55
COUNTY OF PHILADELPHIA
On the ;J.~-_-<<
day of
/?1~G
, 1991,
personally appeared Julia 'l'almadge, known to me to be the
individual who executed the foregoing instrument, and
acknowledged the same to be her free act and deed, before me.
No~r~ub!2 ~~~
-.----~~-~i !l~i ,;-;;.i^l ~;-I-~ ~ L----"-j
.11/\111)';'11 ',11.Cl. 11ul:lIyPlI\,1IC
r:ily (If' 'fitLlI!' :1,ld,l, i'ilil.1 <;(Jllllly
1.'11" (;1)'llIlIi::',jt;ll C,.pile, JlIly 27, \IJIJ;~
,.._____..___ _h __.~.__.__.___.____. _~_'.
7
1111l~HIlt1L..:i'l't~J.lJ\CLA Wfl.'J (iH_OEJliUS'l'
PU1'smml. Lo l.he l'igb\:' reserved i,V LIULIA TAJ.M!\DUE,
TI'llst.ee, ll/d/l. daled ~jar"b ~~!:I, Hle!l, 1.118 ,mid Declal'all.on of
Trust is alllended as folloWG:
Pal'agr8~,h f) or the saicl LJeclal'c.lLlon of TruEtt Bhall
hereafter provide as follows:
ti. Uf'Oll my deF\1-.ll mv ~_:llcCe[-:sol' 'J'l'ul~te.e. or- l\lt.~:.~rnate
Successor Trust.ee ellUII pay t.he Indicated SUInS Lo Ll1e following
lndivtduals who survive Ille:
(fl) li'Lve Lhousflnd (~VI, 1I110 .UU) DClllars to lilY ft, i Hnd,
EV~:LYN MOOHE;
(ll) l'lve lhclusancl (:I:!:"OOI.I.UU) Dollc1/'s t.o illY frIend,
N!\DINE LflNDIS;
(I:) Ten thousand (:\;10,000.00) Dollars to lilY niee:e,
ANNA HE!\LY;
(el) Ten I.hUl.1GGncl (;j;lO,(lI1OJiUi ['olIat's lo Ill>' nephe\oJ,
aOJIN TAMALAV!\I;E, ,11<.;
/
(e) l'.lve l.housand ($5,000,00) Uullars lu IllY IlJece.
M!\HGflRET FOIH l~!\ ;
(f) Five t1\\juslind (~;r"OO\\.I)O) [lolla1'8 I,u my niece,
1"I!\RY Bl ZZAHIIO;
( g) ii'i ve t.housand (*[1, OUU. UU) Do 1. lal's t.o IllY n:i ece ,
aUDITII HEM] S7.I~WSKl ;
(11) J'ive l.housm\\l (~L;!:',UOU.UU) lJolJil1'8 t.o lilY nepl1e""
'J'IIOMAS HI~ALY;
( i) Five t.hO\h3and ($~), 000. OU) f)ollal's to my nelJhevJ,
Pili T.T.Il' IG 1<:l1lJt'IIW;
(J) five thousand ($5,000,OUI Dollars to my nephew,
ALLAIN ERDMlm;
(k) Five t.housand (~1;5, O(HL OU) Uo liat's to IllY gl'ea t-
nephew, JASON REl1lSZEWSKI;
(1) FivB t.housand ($5,000.00) Dollars to my greaL-
niece JILL REMISZEWSKJ;
(m) Five thousand (:I;~),OnU.l)(l) Vollar-s to illY nephew,
~llCIlAEL IlEALY;
( n ) 11 I VB thousand ($[>,000.00) Do 11 ars V> my nephew,
JUSEPH 'J'AI1/\,/,/\,V/\l;I':;
(0) l.jve thousand (;V>,UUU.OO) 1I011arB to my niece,
cllHl STINE ])A~!G;
(p) Five th01.wand (:1;5,000 .UO) Dollars 1;0 my neplww,
PATIUCK HEALY;
(']) One t.hou::';'llId ($I.,UUO.IIl1) Dollarf; to my nephew,
GEW)D HEALY;
I.') One thousand (;~I,OUOJIO) [)allars t,o my nIece,
JULIA HEALY;
(s) Une thousand (;P, 000. UU) fJollars to my niece,
REG lIM, HEALY;
If any benefi,,;lary ahal] not uUl'vive me, t.hen such gLft shall
lapse and be dU,ITibllted as part of lhe residuary t.:rllsl.
1}{~rellnJet. ~
Par'agl'aph '" of: tho ,,,,id DecJL1t"~lti.on of Trust shall
"
11er'eafter f'l'ovl.de ~s follows:
l'
.J.
UP1111 illY death, my ;~tll:c:efJS(H' IL'1'Uf3 l.ee Cli' ^ 1 t81'na te
~;ucces60t.' 'l'rul3t',ee [--;Jltd.J dcLivCl' Co L1lfl 1.:.+~l'L)(H13 nametl in 0.
memorandum which I have prepared certain items of tangible
personal property.
.l dll'eet l.hul. any it.ems of LC:\l\glble persoHal
property which I uvm at the time of my death not. disposed of by
said memorandum shall be distribul,ed 1:.0 members of lIlY family at
t.he sole dlscl'eLiuJl of IllV SUCCefjE)ol' 'J'rus{-.ee or ^lLcrrv.\tl~
SUL'cessor Tt'llst.ee.
Paragraph 7 of' I..he said LteelaraLion of Trust, shall
hereafter pl'ovide as followf1:
7. Upun my death, my E,ucce~:SOl' Tr'us tee sha II pny t.he
residue of the L;r'W3!:. fund to illY 1)I'uLhet', .JOIlt-l 'I'l\t1I\LI\VI\Gfi.
In l;he
event that my brothel' does not B1H'vive me, my Alt.et'nate Successol'
Trust.ee shall l,ay t.he residue of the t.rus t fUnd t.o my bro L.her' s
personal representative, absolutely.
III all ot.her l'.~specj.s, t.he c'uid DeclaratIon of Trust Io
ratIfied and c:onfjt'llled.
IN WITNESS WilE FIIIOF, 1 have lJerp\llil." ",:el. illY hand and ,~eftl this
t C"} TN
da.y oJ
()ie. c F,/~ f r;;'
19DG.
JY,iTt1~X;--;tl^~';(;;'/!' '-"-~:l~..____LSilllliJ
~---0~:.-r:'j
Wi ~,n~ss '
) " e 'J?
<,1~r9'(-,! /11. /Llt'u;'(fl
Wi LneBS
3
c:ot1MONWEALTfI UF PENNSYLVIINIII
...',-'
....--'
COUNTY 0[' Pill LIIDE['PIII II
Un Uw
I (' I It i-
dny (II
':1 ( [ \ I \ t' [ '(,
tlJ96,
personally appeilred ,rulla Talmadge, IUlOWIl to me to 1)e the
Indi vIdual who execu ted I;he foregoing ills trul11ent, alld
acknowledged the came to be her {I'ee act and deed, before me.
;J ~\l~J~__l~Ji( t' rrL
Notary Publlc
NOTARIAL SEAl-
ALETHA R POWE
c. . . Ll. NOfflry Public
rry 0' PhiladelphIa PI,'". C
Me. ' . ounly
OmlnlSS1011 Ex lres Ocr. 14, 2000
Rf.V-I~,IID -(191)
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
FILE NUMBER
Talmadge .Iulia
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES
1 Bartashus Funeral Home 6,432.00
2. Sausser & Son Memorials 1,045.00
3. Tim McNauge (gravesite labor) 260.00
4. Bequest to Sacred Heart Church 2,000.00
5. American Legion (Funeral Dinner) 496.00
6. Family travel and lodging expenses 1,505.00
7. Organist, Soloist, Priest and Nuns 1,003.00
8. Flower brackets 62.00
B ADMINISTRATIVE COSTS:
1. Personal Representative's CommISsions
Name of Personal Representative (s)
Social Security Number{s) I EIN Number of Personal Representalive(s)
Street Address
Clly State Zip
Year(s) Commission Paid:
2 Attorney Fees R. Mark Thomas, 101 S. Market St., Mechanicsburg, PA 17055 7,000.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 573.00
5. Accountant's Fees
6 Tax Return Preparer's Fees
7. Pellish & Pellish, Attorneys at Law (Review of Estate Documents) 450.00
8. Overnight and Express mailings to Trust Beneficiaries 478.00
9. Travel, clean-up expenses and tips for nursing home staff 500.00
TOTAL (Also enter on line 9. Recapllulalion) $ 21,804.00
(If more space is needed, insert additional sheets of the same size)
Thomas J. Bartashus Funeral Home
Thomas.J BarlasJllIs, O~tlner - Supcrl'isor
Water & Kimber Slrccts, New Philadelphia, P^ 17959
Phone: 570-277-6941 -:- Fax: 570-277-4038
Jl!\I:ZI."OU
Pit ID ~ r; 1~/o)
STATEMENT OF FUNERAL GOODS & SERVICES SELECTED The Estimated
Charges are only for those items that you selected ortllat are required by law orby a ccmeteryorcTCm<ltory to u5eany items. we will explain in writing below.
If you selected a funeral that may require embalming, such as a (uneral with viewing, you may have tn pay (or embalming. You do not have to pay forembalming
you did not approve if you selected arrangements such asa dirt.'Ctcrcmation orimmcdialeburi<ll. If we charged for embalming, we will explain why below.
,- "".- .'
For the Service of /'1 .~ . ,.1 I "/ f " I ;!... ~..
,/ !- ,-
-=-Charge to: ,1.;/ /.., " " " /.:.../: 4
Name Address
Date of Death
.. ,
,
"
, ~,..
A. CHARGE FOR SERVICES SELECTED:
I. PROFESSIONAL SERVICES
SelVices of Funeral Director/Staff....... $~_
Embalming.... ..... ..... ............. $.'/ ,.)-,'1. " "
Other prepa,ration of body .
City
Other Clothing
,1.:. ,,',t.:"
(, - I
Slafe
, ,
$
L__
Cremation urn".... ..... ..... ..... ... $__
(Description)
, .1,.
, ,~ ...
i.- v /
i
-;",;,;
OTHER $___
$,_.,----
~} '.' $~--
TOTAL MERCHANDISE SELECTED.,."..",...,.., B L~
C. SPECIAL CHARGES
Forwarding of remains
.......................................$-/.-~~!...~
SUIl-TOTAL FOR PROFESSIONAL SERViCES...... AI $,
2. FACILITIES AND SERVICES
Use of facilities and services for
viewing (VisilationjWake).... . , ... ,$
Use of facilities and services for
Funeral Ceremony.................., S ,;.:,.. ,~;
Use of facilities and services for
Memorial Service. ..... ..... ..... ....$
Use of equipment and services for
Graveside Service... .... ...... ...... $__
Dlher lIse of facilities
$
(Funeral frome)
Ueceiving of remains from
$
.,
(Funeral Home)
Immediafe Burial....,............... $
Direct Cremation...... ..... ...,. ... $____
$
SUB-TOTAL OF SPECIAL SERVICES...,......... ,. C$
D, CASH ADVANCED _
Opening Grave.. ... ................ $__~_ I
Cemetery Equipment ..... ..... ..... .$.
Lot and Deed..,.......,. ........... $
Newspaper Notices - Local........... $ i.,
Newspaper Notices - Out uf Town. .. $
Telephone & Telegrams. ....... ......$
Airfare....,....,. ..... ............. $____
ClerKy/Mass Offering.,... '_" ''-','' .-f'. $L_~__.'
J'allbearers......,. ...,....... ....... $____
Certified Copies of the Death
Certificale. ....: ..'.."...; .,~;'.... .... $.~'~
Police Escort.,....,............ ..... $_ .,___.___
VauIISe'.viceSharge.... ...., .....,. $___
FloWC1'S.~'I..;.........:/..j............$;' /._/ .,
S I '
"""'.,.,.........,...,.."....,....$--
SUB-TOTAL FOR FACILITIE&'EQUIPMENT........ A2 $
3. AUTOMOTIVE EQUIPMENT
Vehicle to transfer remains to Funeral Home.
.Local.././,.i.j~./.--:...{.l(,.,/j........$:: ..
Hearse (Casket Coach). " ,
Local.............,.................. $~2.":'
Limousine
Local. ...,. .... ..... ..... ..... ....... $~~
Family Car
toeal.."""""....,............", $____
Flower Car or floral disposition
Local.." H..................... '.... $
Lead car/clergy car
Mf:'MBHl
MONUMENT nUltOE:HS
HAROLD D. SAUSSER & SON
WIIIilI
MEMORIALS MONUMENTS BRONZE MARKERS
II,OX IIIN" 11I1~ 11111\11
Sl:IlIlYllIlI1 111\\'1 N, 1',\ 17'i7~
PhuIIP: .rJ70-7,W.ISIU 01' li~S .r,:!IJ.S
Member oJ
STATE AND
NATIONAL
ASSOCIATIONS
Of NOH III AMEHICA
THI: MAHK OF EXCEl t HJCF:
MANUFACTUHEHS AND DEALERS
IN
FOIlEJ(;N AND DOMESTIC
CEMETlmy MI~MOHlALS
/
.-.... A>./
- "G\T-g-
I lATE
[JESI ~1(II)TII IN
I>E111'l'
1'10':111'1'
1l,II.AN"I';
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Fl(alllE IN
TillS ""I.IJ~IN
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II,'; pl'!' llllllllh, whidl i.'i nn ^NNII,\L PI,;ltCI,;N'I'^<:I'; HATI'; (IF IW:
i_lpp!il'd III till' Ilt\pai(!_hal<lll~'I'
Th,' l.al,111O"1 ,;lnIWII ,d",v" i,; II.., ;ltlll>111l1 ~h"\\'1l I'll al",\'" ,1:11,', I 'b'a"'I' nllllp;I!"!' with ,\"'lIr 1'<""'1',1,., ,11111 if 111<'1'1' I'" an\' dill,'n'J\n', iudly
;ld\'i~,'
TII(~, 1)"( 11111'11,10-01 ,,:; :lnlllllillu.lv n'qu,',_l fill" 1'''l'lIlf'''1. bill irollll'\\'" w",dol '1I'I'n'l'i,,11 plllllll't "'Plll,'HH'nt
IIF YOII LIKE (1l1J{ SEltVICE __u I'LI,i\SE TELL OTIIEHS)
HAROLD D. SAUSSER
BOX 134 - R. D. 2, SCHUYLKill HAVEN, PENNA. 17972
NEAR FRIEDENSBURG - PHONE: (717)739-3803
/J1/1 .101';1,
NO'ln~~~'i~~r~;:~'~ of the agreement of Harold D. Sausser to ,~II :::u;~~:~e~:::n~n~~~~:L, agree 10 and do'e~erebY
purcha,e from Harold D. Sausser, of Schuylkill )javen, Po., ,/.i/it,;,.,t,.:rlU;1/,(J...., ,.... per ,ize,
and material given below, to be erected iny,;,';,,,,i; ,'i'l/~t?!It:' )?.f.;~.j...Yr;;dr... Cemetery,
of. n_ ..._.., Harold D. Sausser does hereby agree to erect same as soon as
feasible unless unforeseen causes prevent, and then as soon .thereaft~~ ~s pra~.,tis:able. ,
... ..... I ,,-/,././,.- "1la-tL?'
^DDI;E~::"d:,:t,O:.,Of,th"f.,thf"I,P:cfo~::e;f .;;:qo'ng.th',.S.JI!',.7~1:"1,;';C.~7>."':."..'.'."",..,...........
., "., " ,.,." " "',,, '" "". ."P(~Z~t: C~'(:-;<{;j.;;. j'l 9(// ,
their/ his/ her's, executors, administrators (Ilcrein called Buyerl agree to pay to H A R 0 l 0 D. S ^ U SSE R (herein called the Seller) the sum of
$... '6/Vi.~ . Dollars on Ihe following terms: Deposit $ Balance on Delivery INET 30 O^YSI.I'().Y.~.
. .
LOT NO.
SECTION
OWNER
Marble
Granite '13//..12 L
Design
Die
Base.
I'/e.) _.alL._
i /00,0 ()
f'r I 0 rj
rCA,50r0/I"--'
A cc.. OLi '-''1
Marker ')- G 'I. 0 ~/(j 'I- I~ 1/
Post tA~1 /,,"D <' He.d
Die t'"v~ :r tV or' (f) 2 3
End'/'5~i 6a/~ IJ
Top ,1'1 U "t
Base /IN'''I' r ;R7),.,/ ~ Foot
INSCRIPTION: With ,uch e,ten,ion, and abbreviation, as may be customary.
4
X Foundation Charge
. .... ... .;Jt!(;ft [,<?i/;llWG~
. . tllt .{t2l/..9. .':l-:... .
.......~W~~~:
....'VI) II. G./i l' ?'f'< .
Iohp) ct... j11;1 IY
Nv!,S'UY..6
.......~...
DJ/<ECTaA ..... 4j/V I'
.......<!r.
-rA Mil LII VA 6 L..
The s.tlIid Buyer or Buyers hereby tlIgroe fh~t the title of said monument, fixture or structure shall be, and remain in the n~me of tha Saller. And
Buyar does further authorize and empower the Seller, their successors. and assigns, 10 t.:'lle, remove and possess soid monument, stone, fixture or struc-
ture upon daf"ult of the payment of the consider"tion lIbove mentioned "nd specified. together with "ny "nd "II legal remedies which might be
"vl!lilable to Seller.
Under no considerlltion will cancellation be <'Iccepled <'Ind it is unrlerstood Ihat the above writing contains the complete agreement bel ween the
p.d;e.." nOlh;.ng. ;n p"ole to be b;nd.;~~:...(F'UTURE LETTERING NOT INCLUDED ~LESQSSRECIFIED') .
t i , _ f-r-?
}Z/'i/J /. ( . ..:r..... ;,.I.I~'::~-::""-~_~'" (SEALJ
. Y./ ,- !",~ ~ Buyer
....././"fL.J......... ...S~I:'G;;..t.~;,(j;!f../i~............. ......
~s Books II.]) "IDUS
Buyer
.ISEN)
p,,~ ( "U') (,U!,,, ,
::~"i'~~ ~/'~:.:I~uQq~:1~1ta
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III I t1 ft-t -rcfaY - GOo/ A
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III,! i 5eJ..--'l. he. 4h~/ JI ~~
;;:i I (e'j sc-J '-'I WfHtfL ~!' t ~ 8; tr J
;;:: j 'PCl~\ fe. --~~ ~,\cf\)ClLXIe-
I<I(J;;t;J.f_()'bO~-r . f7? frlcGole1b '-.J !
TiP '!lJw tAtler ".l-
I'''' "/'. /19$1
..
r
SAeRE\) HEART MEMORIAL~;
In MemOl"y of: Ju 1 ia Ta Imildge by Tam1l1avage Fam L ly
Sacred Heart Parishioners
Dr.& Mrs. Jonathan Keyes
Joseph & Stella Shevokas
Jennie l-'Iatillav;.lgtl
Dan & Alma Lonergan
Toni FUfiS
t1;ny DJ:1I9j ack
t1r.& ~Irs. WLll I alii 7.enly
In Memory
In Memory
in Memory
In Memory
in Memory
In Memory
HOLY F.AMl.L'LI-I.!':MOIt}:ALS
of: Cecelia Linder by Lester Lindel.
of Reo by Pop
of Che.ster Kraska hy Margart't Kraska
DE Rnbert Pretti by Mrs. Patricia Weidner
of lIelen Ziegler by Mrs. Patrici2 Weidner
of Deceased Members of Daniel [(emple F2mily
51". ANTHONY MI,MOR 1 AI.S
In Memory of: Elizabeth Boho by Anna Pl!lillps
In Memory of Regina Pliska by Vigoda Family
In Memory of David Rahilda by Jane Strauss
Peggy Hi 1 I er
$2000.00
$25.00
~;lO.OO
$10.00
$10.00
$10.00
.$10.00
$10.00
~;5. 00
$10.00
$lO.OO
$\0.00
$5.00
$5.00
$20.00
$20.00
$\0.00
$5.00
$5.00
. AMERICAN LEGION KRANTZ-BOYLE-DRABNIS
"" MIDDLE PORT. PENNSYLVANIAPO'S~::'3144
Phone: (717) 277-9015
/--
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PlnLISH & PELLISH
ATT(WNI'YS AT LAW
~I I
i j / i. . I) i'
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)' , ) . )
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f{()NAI.I)J{.I'I:I.I,ISII
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UN))A s. I'I:LI.ISII
sot) Wlsr MARK':T STRIJ:T
I'OTTSVIIIV, I'LNNS)" VANIA 171)01
(570) 6n-2JJ~
FAX (570) 622.2)JI)
cTune 11, 2002
MR JOHN TAMALAVAGE
528 MAPLE ST
POTTSVILLE PA 17901
FOR PROFESSIONAL SERVICES RENDERED
Re: Estate of Julia Talmadge
Conference with client regarding Estate; open
subfiles, etc.; revievl of Trust, etc.; attention
miscellaneous telephone conferences with client
file,
to
open
file;
3 hrs. @ $150.00/hr.
$450.00
Any billings su~nitted to you are to be paid within thirty
(30) days of receipt 0 [ such bi 1 ling. E'or any bills not paid by
the end of the thirty (30) day period, interest will be charged on
any unpa id balance a L the ra te of 18 % per annum, together wi th
charges for postage and reminder correspondence.
RECEIPT FOR PAYMENT
-------------------
-------------------
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
TALMADGE JULIA
File Number 2002-00489
Remarks TAMALAVAGE JOHN J
SK
Receipt Date
Receipt Time
Receipt No.
5/17/2002
16:12:09
1029413
.-
-
------------------------ Distribution Of Receipt ------------------------
Transaction Description
PETITION FOR PROBA
SHORT CERTIFICATE
EXTRA PAGES
COPIES
JCP FEE
Payment Amount
200.00
30.00
6.00
2.00
5.00
Check# 3270
Total Received... ......
$243.00
$243.00
Payee Name
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
--
-
-
~
""""'.,,"'.
COMMONWEALTH OF PENNSYlVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
TalmadQe Julia
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER
AMOUNT
DESCRIPTION
1.
46.00
2.
3.
4.
5.
6.
Stevens Television & Telephone Service
(Utilities at Bryn Mawr Terrace Convalescent Center)
2nd Quarter estimated income tax for decedent
PA Department of Revenue
150.00
James E. Holland, 7 W. Main St.. Shiremanstown, PA 17011
For services rendered prior to decedent's date of death
225.00
Robert M. Smith, Esq., The Lewis Tower Bldg., 225 S. 15th St., Ste. 1635,
Philadelphia, PA 19102
For services rendered prior to decedent's date of death
Bryn Mawr Terrace Convalescent Center
Haver/ord & Rugby Rds., Bryn Mawr, PA 19010
128.00
3,238.00
Travel Expense and Compensation to John Tamalavage, Jr.
528 Maple St., Pottsville, PA 17901
For services rendered prior to decedent's date of death
500.00
TOTAL (Also enler on line 10, Recapitulation) $
(II more space is needed, insert addilional sheels 01 the same size)
4,287.00
BIll TO
ViI Ii?
(,. It l;- Invoice
----
fl
.~~
~~
S. T.S.
Stl!l'em Tell!l'ision & Telephone Service
510 Orchard Lane
Feasterville, PA 19053
JULIA TALMAPGE
HAVERFORP & RUGBY RP
BRYN MAWR, PA 19010
JULIA
I ADMITTED L~=2GEO /
5/4 nnn7
HOSPITAl DUE DATE Total I
IIRYN MAWR ON RECEIPT $4650
PATIENT NAME
PA-40ES
INDIVIDUAL
ili
~li'l9i~-
~~:.~t;ui~
PA DEPARTMENT or HEVENUE
21510
our: DAlE
DECLARATION of ESTIMATED
PERSONAL INCOME TAX
5EP. 15, 2002
I
178-01-0848
IOFFICIAl us!:' ONLYI I'IIOrOC(JI'\ES ANDUlllUl
IT A92 I fACSI'.IILES m nlls rOOM
"'HE NOT ACCEPfABlE
READ INSTRUCTIONS
BEFORE ENTERING
DOlLAR AMOUNTS
DEClAnATION OF ESTIMATED TAX
'AXI'AVEI\ IDENTlFICArION ~JO
*********************AUTO**5-DIGIT 17055
JULIA T TALMADGE
802 COCKLIN 5T
MECHANIC5BURG PA 17055-3952
'",11'..,111.."1.1..1.1".11.1,1.,,1.1...1.111..,,,1,1,,11.1
$
I 5- L'.,. i'
AMOUNT OF THJS PAYMENT
L- 30018017801084800031200212310000000000000007
00010
JAMES E. HOLLAND, CPA
7 West Main Street
Shiremanstown PA 17011
Phone: 717-763-6890
Fax: 717-763-6889
Thursday, April 25, 2002
Talmadge, Julia
802 Cocklin Street
Mechanicsburg PA
17055
PAlO}
5- /; / () J-
Attention:
Client No:
Invoice No:
r
/Yl C l.- L (. v C 1-1 c- (. I(
,00 C , (,
70100
2204304
225.00
For preparation of the 2001 Individual Income Tax Returns.
Hours
Tax Services
Individual Income Tax Returns
4/8/02
4/9/02
4/9/02
Assemble Tax Returns
9/13/01
PA Qtrly Est. for Mrs. Tamalavage
4/9/02
4/10/02
2.00
0.25
0.50
0.10
0.33
0.10
$
$ 225.00
Finance charges assessed @ 1% per month on all
open amounts.
1':(H~Ii;.l{'I' 1\1. Sfvll'rJ I
l\"J"l'tlI(NlilY A'I' LA\'\'
The Lewis Tower Bldg.
225 S. 151h SIred, SlIi\e 1(,15
Philadelphia, PA 19102
May 14, 2002
Mr. John Tamalavage
528 Maple Street
Pottsville PA 17901
Dear John:
I was very sorry to hear the news of Julia's death. She was
a very dynamic person before she became ill. I know that you and
your family must feel a great sense of loss, especially your
father because he and Julia were very close.
I am enclosing a bill for the time that I spent working on
a revision to the trust.
Sincerely yours,
I '
f'l/. ~'i(~ /,:~,~il/
..-', ~ '-../
') --
J/ A If) )/ )
S /1 g Jc, J----
H()B1~H'l' M. SMJ'!'I!
A'r'I'OHNf';Y ,\'1' I.A'\"
The Lewis Tower Bldg.
225 S. t 5\h Slreel, Suile 1635
Philadelphia, PA 19102
:1ay 14, 2002
Mr. John Tamalavage, Jr.
523 Maple Street
Pottsville PA 17901
INVOICE
Julia Talmadge, Revisions to Deed of Trust
One and one-half hours 2 $85.00
$ 127.50
D ~/ .
) A II) lJ 5/'a/"J-
v
STATEMENT
/~- ""
,/l/'j//I . It"mr .'X-rnto' V',('//f.,,/f'.j('I'/// Y;''J''/','.I'
,}:(:""t{~'/'f/ 0' .YlN?~Y .-Yt,..",A
. 4Y/1 . !1'I'Iw-r. ,/i'/l/I.Jy/'w/lir, /.~r'/rt
///(/ .i::!J ,I:/{'(J
'lJi!l!~ JllauP'i
... 7;--
....
~ '.' {>/ill au}
(-
('ONVAI ,1.:S( 'ENT ('ENTI':I(
-------_.._------
DATE (~j"{'../fj 1 /L~Oi.j{.:~
..Toh)"} T.;;...maldv~:\Uf:.\
~s,:~n 't'i:q:)].i.-::'l Bt;-r-(:Ot~::,l;
f:'ottsvil,le, J:'A 1.7901
PLEASE DETACH AND RETURN TOP PORTION WITH YOUR REMITTANCE
RE:
ACCOUNT NO.
SuI io\
AMOUNT
REMITTED $
T,,\llllad~l€'
''ifJI:ll
BALANCE FORWARD
DATE DESCRIPTION ~ RATE CHARGES PAYMENTS BALANCES
DnLnl'ICE F(]I'(~WII'(l) ':;. TIE'.. 9~) P, ~]lE~.. ':')(il
t""I
C'b/(:~'1'/~:)j: P(lYI"ILI'IT .... THni'll< YOU 3,,"!3'?.. ')0 ....9i.;.~~:5" ({)(d
,
I
@ J/" \~ yr ,
'I" ~n' " I f) " 0--
lJ JUl - 'I 1ll\0 )
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~~.._-~.- '~ael j', .1 :i. .it "faIm..- d qf~ ....'J{.~~5..
DO
We: ncCl: :iff I'Hlr;TERCnpI) (,1'10 t....If){~1
. /)~r/I . Ila,,'/'. ~'/"'N' Y"/"'f'~/;.-;n'/;,/ '('ad'n-
. )("N'OP'/'(/ ()" . //f';,y;/,~ . //rwrA
. h~'9/1 . Ilwr/'/'. . /)/I/I-;9'/',,.UII';' /91'/IJ
0'//' 01:"'.1..1- ,':/('/"
..
PLEASE PAY
LAST AMOUNT
IN THIS COLUMN
.
. .
R'V'1313'X'''_
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FilE NUMBER
T"lm~rln .llIli"
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not list Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transle~ under
Sec. 9116 lal (1.211
1. Evelyn Moore Friend 5000.00
2320 Christian St., Philadelphia, PA 19146
2. Nadine Landis Friend 5000.00
4054 Spruce St., Philadelphia, PA 19104
3. Anna Healy Niece 10,000.00
7823 Flourtown Ave., Wyndmoor, PA 19038
4. John Tamalavage, Jr. Nephew 10,000.00
528 Maple St., Pottsville, PA 17901
5. Margaret Healy Niece 5000.00
Via B. Avanzini Number 7, Int #1, Roma, Italia 00163
6. Mary Bizarro Niece 5000.00
2201 Strahle St., Apt. Bl06, Philadelphia, PA 19152
7. Judith Remiszewski Niece 5000.00
2818 S.W. 43rd St., Cape Coral, FL 33419
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1
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)
.
. .
Continuation of REV.1500 Inheritance Tax Return Resident Decedent
Talmadge, Julia
Paoe 1
Schedule J . Beneficiaries - 1
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I TAXABLE DISTRIBUTIONS (include outright spousal dislributions)
8. Thomas Healy
559 Stanton Ave., Baldwin, NY 11510
9. Phillipe Erdmer
8420 118th St., Edmonton, Alberta, Canada T6G 1T3
10. Allain Erdmer
61-837 E. Vale Ave., Gloucester, Ontario, Canada K1J7T5
11. Jason Remiszewski
1512 Cuspis Court, Atlanta, GA 30338
12. Jill Remiszewski Sanders
339 Broad St., Portsmouth, VA 23707
13. Michael Healy
742 Charrette Rd., Philadelphia, PA 19115
14. Joseph Tamalavage
1009 Netherwood Dr., Reading, PA 19605
15. Christine Tamalavage (Dang)
P.O. Box 2353, Kolonia, Phon pie, FM 96941
16. Patrick Healy
#4 Hunter's Glen Dr., Columbus, NJ 08022
17. Gerod Healy
57 Delaware Ave., Morrisville, PA 19067
18. Julia Healy
235 Racocas Ave, Riverside, NJ 08075
19. Regina Healy Carter
74 Dubois Ave., Staten Island, NY 10310
20. John Tamalavage, Sr.
802 Cocklin St., Mechanicsburg, PA 17055
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Not listTrusteetsl OF EST ATE
Nephew 5000.00
Nephew 5000.00
Nephew 5000.00
Great-nephew 5000.00
Great-niece 5000.00
Nephew 5000.00
Nephew 5000.00
Niece 5000.00
Nephew 5000.00
Nephew 1000.00
Niece 1000.00
Niece 1000.00
Sibling 901,592.00
\. /1-6:/-/Y
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
R MARK THOMAS ESQ
101 S MARKET ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-19-2002
TALMADGE
05-09-2002
21 02-0489
CUMBERLAND
101
-
REY-1541 EX AFP (Ol-D2l
JULIA
Amount Remitted
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 ~
RW=iS"4YE'iCAFP-foFo2rNoYicE--oF-YriHEifiTANcE-i"-Ax-jippilimiEiiEN1::--ALi-owANcrifR"-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF TALMADGE JULIA FILE NO. 21 02-0489 ACN 101 DATE 11-19-2002
TAX RETURN WAS: I X) ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule AJ
2. Stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule CJ
4. Mortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule FJ
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
17J
.00
.00
.00
.00
27.974.00
.00
994.592.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Estate Subject to Tax
(9)
(10)
21,804.00
4.287.00
Ill)
(12)
(13)
(14)
If an assessment was issued previOUSly, lines
reflect figures that include the total of ALL
ASSESSMENT OF TAX:
15. Amount of Line 14
16. Amount of Line 14
17. Amount of Line 14
18. Amount of Line 14
19. Principal Tax Due
TAX CREDITS'
NOTE:
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
1,022,566.00
76 09] 00
996,475.00
.00
996,475.00
14, 15 and/or 1&, 17, 18 and 19 will
returns assessed to date.
(15)
(16)
117J
(18)
.00 X 00 = .00
.00 X 045 = .00
903,475.00 X 12 = 108,417.00
93,000.00 X 15 = 13,950.00
(19)= 122,367.00
at Spousal rate
taxable at Lineal/Class A rate
at Sibling rate
taxable at Collateral/Class B rate
.
.c~c.. '" AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-08-2002 CDOO1494 6,118.35 120,150.00
TOTAL TAX CREDIT 126,268.35
BALANCE OF TAX DUE 3,901.35CR
INTEREST AND PEN. .00
TOTAL DUE 3,901.35CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT'" (CR).. YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
/?-6Y-/-y'
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 2B0601
HARRISBURG. PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-1601 EX AFP {DI-D2J
R MARK THOMAS ESQ
101 S MARKET ST
MECHANICSBURG PA 17055
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-03-2002
TALMADGE
05-09-2002
21 02-0489
CUMBERLAND
101
JULIA
Amount Remitted
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 form with your tax payment.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iiEV=i6oTEx-AFj:O-(iiFoi!Y-m--iiii.--INHERITANcE--TAir-5TAYEME-NT"OF-ACfciiui.rf--.-..ii-mm-mm-------
ESTATE OF TALMADGE
JULIA
FILE NO.21 02-0489
ACN 101
DATE 12-03-2002
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, 11-19-2002
PRINCIPAL TAX DUE,_ 122,367.00
PAYMENTS (TAX CREDITS),
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
08-08-2002 CDOO1494 6,118.35 120,150.00
11-14-2002 REFUND .00 3,901.35-
.
.
TOTAL TAX CREDIT 122,367.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
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" ICRJ,
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. J
STATUS REPORT UNDER RULE 6.12
Date of Demh: J~/~/ 2-00
Will No.: ~),% /~J~) ~- I - 0 ~- - O ~'/~' '] Adm{n. No.:
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the
following with resp~t to completion of the administration of the above-captioned estate:
State w_.h~'~ administration of the estate is complete:
1.
Yes ~ No [-]
2. If the answer is No, state when the personal representative reasonably believes
that the aam~n~strafion will be complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal r~tative file a final account with the Court?
Yes _ No
b. The separate Orphans' Court No. (if any) for the personal rcTresentative's
account is: ~. ~ - k- O o x.,_ _ '4 ~' ~
c. Did the personal r~ep~tive state an account informally to the pa_riles
in interest? Yes ~ No [-]
c. Copies of receipts, releases, j oinders and approval of formal or
informal accounts may be filed with the Clerk of the. Orph,~n¢' Court
and may be attached to this reuoTj/~ .
Capacity:
Address
Telephone No.
~Personal Representative
[--] Counsel for personal representative