HomeMy WebLinkAbout04-0703Estate of
also known as
Register of Wills of Dauphin County, Pennsylvania
PETITION FOR GRANT OF LETTERS
CATHERINEM. YESCONIS No. ~,1 - 0q - "~0~
., Deceased Social Security No.
187-16-2748
(COMPLETE "A" OR "B" BELOW:)
A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut c%~ named in the Last Will of the
Decedent, dated June 4, 2003 and codicil(s) dated { ;, .- L~ . (-~ "5
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for
probate; was not the victim of a killing and was never adjudicated incompetent:
B. Grant of Letters of Administration
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if
any) and heirs:
Name Relationship Residence
Stephen M, Yesconis Son
101 Poplar Avenue
New C~[~J~l~land, PA 17070 ;33
Patricia M. Holjes Daughter 401 A I..-TEn~iln
New C~b~rland, tl~ 17070~
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumberland County, Pennsylvania, with h~h~r last i~nily or pnnc~pal
residence at 411 Park Avenue~ New Cumberland, PA 17070
Decedent, then 80 years of age, died July 23, 2004, at
(If domiciled in PA) All personal property ..................................................................................................................................................
(if not domiciled in PA) Personal property in County ...................................................................................................................... $
Total ............................................................................................................................................................................................................. $__
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(a) presented with this Petition and the grant of letters in the
appropriate form to the undersigned:
Signature T~/ped or pdnted name and residence
Form RW-1 Page 1 of 2 (Dauphin County) - Rev. 9/92
Stephen M. Yesconls
101 Poplar Avenue
New Cumberland, PA 17070
Patricla M. Holjes
401 A Limekiln Road
New Cumberland, PA 17070
Oath of Personal Representative
Commonwealth of Pennsylvania
County of
Sworn to and affirmed and subscribed
before me this ~ O~'~. day of
The Petitioner(s) above-named swear(s) and 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 representative(s) of the Decedent,
Petitioner(s) will well and truly administer the estate according to law.
Estate of CATHERINE M. YESCONIS
Deceased
Social Security No: 187-16-2748 Date of Death: JULY 23, 2004
AND NOW, ~..~,.~\~ r~O~ ,20 ~, in consideration of the Petition on the
reverse side hereon, satisf~tory proof having been presented before me,
IT IS DECREED that Letters ~ Testamentary [] of Administration
are hereby granted to ~')~:o ,~,c~J~_~. ~ ~0 ~c--o'~',~'~"';"'""~'~'~_'~'~"~._'~, ~"~ \--~\ ~ ~
in the above estate and that the instrument(s) dated ~ - '-~ - ~
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters ...........................
Short Certificate(s) ..........
Renunciation ..................
Affidavit ( ) ................. $
Extra Pages ( ) ............
Codicil .......................... $
JCP Fee ........................
Inventory .......................$.
Other ............................ $.
TOTAL ................
$15 ,oo
$
Attorney: Bruce D. Foreman, Esquire
I.D. No: 21193
Address: 4409 N. Front Street, Harrisbur.q, PA
Telephone: (717) 236-9391
Form RW-~ page 2 of 2 {Dauphin County). Rev
his 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
P 1052836
No.
Local Registrar
JUL g 7 2004
Date
Catherine M.
80 Y-
Cumberland
Homemaker
411 Park Avenue
William Piakowsky
CERTIFICATE OF DEATH '
SEX $~IAL SECURITY N~i~.~,~ ~ DAT£ Or ~1~H (MOODi,
Yesconts ]zfemale la. 187 -- 16 -- 274~ ~. July 23,
henandoah, PA ~O ~,O ~O ~ ~D
I
. Seidel Hospital I~v..,..--~c~.. ,0 white
Mechanicsburg ~
Domestic J~z -~ ~. 9 ~*'2~ ~ o-,~,,~ .. widowed
July 28, 2004
MOTHER'S NAME (First M~dle, M ai~en Surname)
Stella Kupsk¥
LAST WILL AND TESTAMENT
OF
CATHERINE M. YESCONIS
I, CATHERINE M. YESCONIS, now of Fairview Township, York
County, Pennsylvania declare this to be my Last Will and revo~e,",any ~Will or
ly by
Codicil previous made me.
ITEM I: I direct that all expenses of my last illneSs and ~nera~::i~
including my gravemarker and perpetual care shall be paid from mY re~duar~
estate as soon as practicable after my decease as a part of the expense of the
administration of my estate.
ITEM I1: I devise and bequeath all of my estate of every nature and
wherever situate to my children, in equal shares, per stirpes, providing he shall
survive me by thirty (30) days.
ITEM III. ~ direct that all taxes that may be assessed in
consequence of my death of whatever nature and by whatever jurisdiction
imposed shall be paid from my residuary estate as a part of the expense of the
administration of my estate and without apportionment.
ITEM IV: I hereby authorize and empower my Executor or
Executrix, named herein, to sell any of the real or personal property which I may
own at the time of my death, as he or she shall, in his or her sole discretion,
deem appropriate for the best interest of my estate and my beneficiaries, upon
whatever terms and conditions he or she deems to be appropriate, and to
execute, acknowledge, and deliver all proper writings, deeds of conveyance and
transfer hereof.
ITEM V: I appoint my son, STEPHEN M. YESCONIS and my
daughter, PATRICIA M. HOLJES, as co-Executors of this, my Last Will. I direct
that no bond shall be required of such co-Exacutors hereunder. Should either of
the co-Executors named herein fail to qualify or cease to act as co-Executors,
the remaining Executor or Executrix shall continue as sole Executor or Executrix
and, in that event, I direct that no bond shall be required of that single Executor
or Executrix.
IN WITNESS WHEREOF, I have hereunto set my hand this
day of Jc~ ~' ,2003.
CATHERINE M. YESCOI~"
2
The preceding instrument, consisting of this and two (2) other typewritten
pages, identified by the signature of the Testatrix CATHERINE M. YE$CONIS,
was on the day and date thereof signed, published and declared by CATHERINE
M. YESCONIS, the Testatrix herein named, as and for her Last Will, in the
presence of us, who, at her request and in her presence and in the presence of
each other, have subscribed our names as witnesses hereto.
of
ACKNOWLEDGMENT
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
· SS.
I, CATHERINE M. YESCONIS, the Testatrix whose name is signed to the
attached or foregoing instrument, having been duly qualified according to law, do
hereby acknowledge that I signed and executed the instrument as my Last Will;
and that I signed it willingly and as my free and voluntary act for the purposes
therein expressed.
Sworn to or affirmed and acknowledged before me by CATHERINE M.
YESCONIS, Testatrix this ~ day of ~ cWT. P._, ,2003.
CATF]ERINE M. YESCORIS~
Notary Public
4
....... NOTARIAL SEAL
J ~ICHELE A. RENEKER, No~.7 Public
! ~ity of Harrisburg Dauph n Count)'
', ,~Y. Comm ssio~ Expires March 17, 2007
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF DAUPHIN
· SS.
WE, the undersigned witnesses whose names are signed to the attached
or foregoing instrument, being duly qualified according to law, do depose and
say that we were present and saw the Testatrix, sign and execute the instrument
as her free and voluntary act for the purposes therein expressed; that each
subscribing witness in the hearing and sight of the Testatrix signed the Will as a
witness; and that to the best of our knowledge, the Testatrix was at that time 18
or more years of age, of sound mind and under no constraint or undue influence.
Sworn to or affirmed and subscribed before me by the undersigned
witnesses, this /../~/4,~_" day of ,..~'(O/L,/~-''- , 2003·
Witness
Witness
Notary Public
NOTARIAL SEAL
MI~HELE A. RENEKER, Notary Public
City of Harrisburg, Dauphin County 7
? C_,om_..m. ission Expires March 17, 200
5
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent:
Date of Death:
Admin. No.
PA File No.
To the Register:
the Orphans' Court Rules was served on or mailed to the following befi~ficiarie~pf the
CATHERINE M. YESCONIS
JULY 23, 2004
21-04-0703
2004-00703
I certify that notice of beneficial interest reqmre~l~' Rule.6 (a)
above-captioned estate on November 4, 2004.
Address
479 Terry Lane, Heath, TX 75085
1187 Saddlecreek Drive, Ft. Walton Beach, FL~2547
625 Beinhour Road, Etters, PA 17319
401-A Limekiln Road, New Cumberland, PA 17070
505 Allison Avenue, Mechanicsburg, PA 17055
42 Bayberry Drive, Meehanicsburg, PA 17055
1485 Jerusalem Road, Mechanicsburg, PA 17055
101 Poplar Avenue, New Cumberland, PA 17070
Nsme
Joe Yesconis
Ken Yesconis
Tom Yesconis
Pat Holies
Sue Archer
Kathy McCurdy
Mary Gassiven
Steve Yesconis
Notice has now been given to
No exception.
Dated: November 4, 2004
all persons entitled thereto under Rule 5.6 except:
Signature B~re~, Esq. ~ 'f ~
4409 North Front Street
Harrisburg, PA 17110
Capacity: __ Personal Representative X Counsel for Personal Representative
Name (s), address (es), and telephone number (s) of all counsel
Name Address Telephone
Bruce D. Foreman 4409 North Front Street (717) 236-9391
Harrisburg, PA 17110
Additional information may be obtained from the undersigned, f'
Dated: November 4, 2004 SignatureBruc e~D ~or~/~. .
4409 North Front Street
Harrisburg, PA 17110
Capacity: __ Personal Representative X Counsel for Personal Representative
Cumberland County - Register Of wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 11/01/2004
FOREMAN BRUCE D
4409 NORTH FRONT STREET
HARRISBURG, PA 17110
RE: Estate of YESCONIS CATHERINE M
File Number: 2004-00703
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 11/08/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
GLENDA FARNER STP~ASBAUGH
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 11/01/2004
YESCONIS STEPHEN M
101 POPLAR AVENUE
NEW CIIMBERLAND, PA 17070
RE: Estate of YESCONIS CATHERINE M
File Number: 2004-00703
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 11/08/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Counsel
Judge
Sincerely,
~FARNER S
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 11/01/2004
HOLJES PATRICIA M
401 A LIMEKILN ROAD
NEW CUMBERLAND, PA 17070
RE: Estate of YESCONIS CATHERINE M
File Number: 2004-00703
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 11/08/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
GLENDA FARNER STI{ASBAUGH
Clerk of the Orphans' Court
BRUCE D. FOREMAN
JEFF FOREMAN
TRACY L. UPDIKE
LAW OFFICES
FOREMAN & FOREMAN, P.C.
4409 NORTH FRONT STREET
H~RISBURG, PA 17110'1709
TELEPHONE (717) 236'9391
F.MX (717) 236'6602
ieff~foreman-foreman.com
bruce®foreman-fore man.corn
tracv@foreman-foreman.com
December 29, 2004
Register of Wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013
Re: Estate of Catherine M. Yesconis
Ladies/Gentlemen:
Please find enclosed one original and two copies of an Inheritance Tax Return with regard to
the above-referenced estate. Please file the original and return the additional time-stamped
copy to the undersigned.
Should you need anything further, please contact our office.
mar
Enclosures
' '" "" "' COMMONWEALTH OF
· ~ PENNSYLVANIA
DEFARTMENT OF REVENUE
DEPT. 260601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
COUNTY CODE YEAR NUMBER
I--
Z
LM
uJ
DECEDENT'SNAME(~ST, FIRS~ANDMIDDLEINITIAL)
~4ESCONIS, Catherine
-~OFDEATH(MM-DD-YEAR) D~EOFBIRTH(MM-DD-Y~R)
February 27,
Jul~ 23, 2004
APPLICABLE) SURVIVING SPOUSE'S NAME (~S~ FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
1 87 - 1 6 - 2748
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
1924 REGISTER OF WILLS
SOCIAL SECURITY NUMBER
r~l. Original Return
E~4. Limited Estate
E~]6. Decedent Died Testate (Aitech copy of Will)
E~9. Litigation Proceeds Received
E~]2. Supplemental Return
E~] 4a. Future Interest Compromise (date of deat~ after 12-t2-82)
r~7, Decedent Maintained a UvJng Trust (^~ch copyof Trust)
] 10. Spousal Poverty Credit (da~ of dealh beb/ean 12-31-91 and 1-1-95)
E~]3, Remainder Return (date of dean prior to 12-13-82)
E~5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
E~11. Election to tax under Sec. 9113(A) (A,ac~ sch o)
ME
~uce D. Foreman, Esquire
FIRM NAME (l[Applicabte)
Foreman & Foreman, PC
TELEPHONE NUMBER
717-236-9391
COMPLETE MAILING ADDRESS
4409 N. Front Street
Harrisburg, PA 17110-1709
14.
1. Real Estate (Schedule A) (1) 0.0 0
2, Stocks and Bonds (Schedule B) (2) 0 · 0 0
3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 0.0 0
4. Mortgages & Notes Receivable (Schedule D) (4) 0 . 0 0
5. Cash, Bank Deposits & Miscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned Property (Schedule F) (6) 0.0 0
E~ Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) 0 · 0 0
(Schedule G or L)
8, Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11, Total Deductions (total Unes 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13, Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
Net Value Subject to Tax (Line 12 minus Line 13)
228· 79
(6)
4,345.67
16~533.19
(11)
(12)
(13)
(14)
21 , 228.79
20,878.79
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
350.OO
16, Amount of Line 14 taxable at lineal rate
x .0_ (16)
x .0_ (16)
0.00
17. Amount of Line 14 taxable at sibling rate
18. Amount of Line 14 taxable at collateral rate x .15 (t8)
1~. Tax Due (19)
Decedent's Complete Address'
STREET ADDRESS ' --
411 Park Avenue
New Cumberland STATE PA ZIP 17070
Tax Payments and Credits:
1. Tax Dt~'~ (Page 1 Line 19)
2, Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
Total Credits (A + B + C ) (2)
3. InterestJPenalty if applicable
D. Interest
E, Penalty
Total Interest/Penalty ( D + E ) (3)
4. If Line~¢ is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE.
A. Enter the interest on the tax due.
(5)
(5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
~'PLEASE ANSWER THE FOLLOWING QUESTIONS BY P~OIN6 AN "X" IN THE APPROPRIATE BLOOKS
1. Did decedent make a bansfer and: Yes No
a. retain the use or income of the pDpe~ transfeFed; ..........................................................................................
b. re~in the right to designate who shall use the prope~ transfe~ed or its income; ............................................
c. retain a reversiona~ interest; or ..........................................................................................................................
d. receive the promise for life of either payments, benefits or ~re? ......................................................................
2, If death occurred after December 12, 1982, did de.dent ~nsfer prope~ within one year of dead
without receiving ad~uat~ consideration? ..............................................................................................................
3. Bid decedent own an."in t~st foe or payable upon death bank account or secud~ at his or her death? ..............
4. Did decedent own an Individual Retirement A~unt, annulS, or other non-probate prope~ which
con,ins a beneficia~ designation? ........................................................................................................................
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPL~E SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penal~e8 of pedu~, I de,are thst I have examin~ this re~m, in~udi~g ac~mpanying s~ules and s~temen~, and D the be~t o~ge and belief, it is ~ ~ a~ ~mplete,
Deaam~on of preparer oder than Be personal repmsentatNe is bas~ on all info~aaon of wh~ preparer has any ~ledge, /,~, , ~
SIGNATURE OF PERSON RESPONSIBLE FOR FILIN~_~TURN~ -- .... /r[~ /~. ~~E
Stephen M Yesconis ~~J,, ~ Patricia M.
ADDRESS 101 Poplar Avenue ~ 401 Limekiln Road
',~New Cumberland, PA 17070 New Cumberland, PA 17070
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE
ADDRESS
Bruce D. Foreman. Foreman & Foreman, 4409 N. Front Street, Harrisburq, PA
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3%
[72 RS. §9116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1} (ii)].
The statute does not exempt a transfer to a surviving spouse from tax, and the statutor,/requirements for disclosure of assets and filing a tax return are still applicable even if
the surviving spouse is the only beneficiary.
For dates of death on'or after July 1,2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. §9116(a)(I .2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)].
The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an
individual who has at least one parent in common with the decedent, whether by blood or adoption.
SCHEDULE A
REAL ESTATE
Estate of CATHERINE M. YESCONIS
Item Description
None.
File Number:
Value at Date of Death
SCHEDULE B
STOCKS & BONDS
Estate of CATHERINE M. YESCONIS
Item Description
File Number:
Value at Date of Death
1. None
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLES
Estate of CATHERINE M. YESCONIS
Item No. Description
File Number:
Value at D/O/D
Amount
1. None
SCHEDULE E
CASH, BANK DEPOSITS AND
MISCELLANEOUS PERSONAL PROPERTY
ESTATE OF CATHERINE M. YESCONIS
File Number
Item # Description
1. Homesteaders Life Co.
2. Waypoint Bank
3. John Hancock Life Insurance Company
Annuity - RVO2716121
o
Discover Overpayment
Allstate
Amount
$ 181.75
$20,685.78
$ 267.09
$ 26.17
$ 68.00
$21,228.79
----~-'HOMESTEADERS LIFE COMPANY
P.O. Box 1756 / Des Moines, iowa / 800-436-6110
POLICY/CERTIFICATE NO. /Z~) Z2_~ tz~q,-~"_¢~
CLAIM
33-22
73O
00~9336
. 'Th'/.., ~
WE~S FARGO BANK ~ J ~ '~ ~ ~,~ ~
DES MOINES IA 50~9' DATE OF D~TH: ~/~ ~ ~( ~ ~
' ~ ~ ' ' S~aNATURE &F~UNERXEb~REC R
VOID UNLESS COMPLIED BY ~NERAL DIRECTOR OR AUTHORIZ~ AGENT
DOLLARS
NOTNEGOTIABLE - FOR DEPOSIT ONLY
,'OO;I,~:~:~F="' ~:07:~000i]881:
PLEASE RETAIN THIS VOUCHER FOR YOUR RECORDS
8/18/2004
381932220
$2O, 685.78
ESTATE OF CATHERINE M YESCONIS
C/O BRUCE D FORMAN, ESQ.
4409 NORTH FRONT STREET
HARRISBURG PA 17110-1709
YI Wau p i.qt
PO BOX 1711 · HARRISBURG, PENNSYLVANIA 17105-1711
1-866-929-7646 · www.waypointbank.com
4-00711283205 New /03 M 61461-K / M 818403
WagRqi.nl 10-86220
PO BOX 1711 · HARRISBURG, PENNSYLVANIA 17105-t711
1-866.929-7646 · www.waypointbank.com
PAY
DATE 8/18/2004
PAY ),~ $20,685.78
T~enty Thousand Six Hundred Eighty Five Dollars and Seventy Eight Cents
TO THE
ORDER
OF ESTATE OF CATHERINE M YESCONIS
C/O BRUCE D FORMAN, ESQ. Drawer:WaypointBank
4409 NORTH FRONT STREET
HARRISBLTRG PA 17110-1709
~o o,1~.,.~_~.,,~,o~ ~.~. ~215%__C_%~ ...................................................
'"~ o o't
mm
mm
mmmm
mm
mmmm
mm
mm
---- g
THE ATTACHED CHECK IS AN OVERPAYMENT REFUND ON YOUR
DISCOVER CARD ACCOUNT NUMBER 6011002700531622
THANK YOU FOR SHOPPING WITH DISCOVER CARD.
CATHERINE M YESCONIS
401 LIMEKILN RD # A
NEW CUMBERLND PA 17070
5241714
I
DAlE CHECK NUMBER I CHECK ~
10/25/0q 52q171q I $26.17
02700551622
DISCOVER BANK
NEW CASTLE, DELAWARE
TO THE
ORDER
OF
CHECK
5Zql71q
CATHERINE M YESCONIS
qO1 LIMEKILN RD # A
NEW CUMBERLND PA 17070
62-6q/511
02700551622 PAY ~ $26.1
ii. 5 ~ h & ? &
hhOOOOOO~q,'
(.9
SCHEDULE F
JOINTLY-OWNED PROPERTY
ESTATE OF CATHERINE M. YESCONIS
File Number
Joint Tenant(s):
NAME
ADDRESS
RELATIONSHIP TO
DECEDENT
A. None
B.
C.
Jointly-Ovmed Property:
ITEM # I.ETTEI>, DATE DESCRIPTION OF
t:O R M A D[i PP, OPE RTY
JOINT JOINT
T_E.N_4._N.~
1. None
TOTAl. VAI,I, JE DECD'S DOI.I,AR VAI,IJE
OE ASSET % INT. OE [)ECITS INT.
TOTAL $
Estate of
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
CATHERINE M. YESCONIS
File Number:
ADMINISTRATIVE COSTS:
2.
3.
4.
Attorney Fees: FOREMAN & FOREMAN, PC
Register of Wills
Cumberland Law Journal - Advertising
The Sentinel - Advertising
$4,000.00
$ 107.00
$ 75.00
$ 163.67
TOTAL $ 4,345.67
12/14/2004 16:07 FAX 717 441 3423
Legacy
Bani/
THE LEGACY BANK
Current Date:
Account Number:
Capture Date:
Item Number:
Posted Date:
Amount:
Record Type:
002/007
December 14, 2004
100051804
August02,2004
30004343465
Augu~ 02,2004
$107.00
Deb~
FOREMAN & FOREMAN, P.C.
OPENATII~ ACCOUNT
444~ N. FRONT S'mEET
HARRISBURG, PA 1'7110
LEGAG~ B~HK
0.'--I J O000J, O lrt21~-l:,H lLa
0 I O~i~ I 00~0
~O-O~-Z.o
PAY
TO THE
ORDER
OF
FOREMAN & FOREMAN, P.C.
OPERATING ACCOUNT
4409 N. FRONT STREET
HARRISBURG, PA 17110
(717) 236-9391
Sevnty Five Dollars and
CUMBERLAND LAW JOURNAL
Yesconis Estate
9592-2 Estate Advertising
LEGACY BANK
60-1850-313
DATE
O0/xxx
AMOUNT
7/30/2004 $75.00
"' ~,OOO S ~,P,O
3159
RECEIPT FOR PAYMENT
Cumberland CounDy - Register Of Wills
Hanover and Hiqh Street
Carlisle, PA ~7013
Receipt Date:
Receipt Time:
Receipt No.:
7/29/2004
11:28:05
1037370
YESCONIS CATHERINE M
Estate File No.:
Paid By Remarks:
2004-00703
Fee/Tax Description
PETITION FOR PROBA
EXTRA PAGES
SHORT CERTIFICATE
JCP FEE
FOREMAN AND FOREMAN
JA
Receipt Distribution ........................
Payment Amount Payee Name
70.00
12.00
15.00
10.00
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
CUMBERLAND COUNTY GENERAL FUN
BUREAU OF RECEIPTS & CNTR M.D
Check# 3151 ~107.00
Total Received ......... 107 00
RETAIN THIS PORTION FOR YOUR RECORDS
REMITTANCE ADDRESS BILL TO
THE SENTINEL - LEGAL FOREMAN & FOREMAN
P~O. BOX 130, CARLISLE, PA 17013
AD NUMBER I CLASS SALESPERSOI% BILLING DATE LINES
270272I 10 PUBLIC NOTICES 29 08/25/04 46 * 2
AD DESCRIPTION START DATE STOP DATE
NOTICE LETTERS TESTAMENTARY ON THE 08/06/04 08/20/04
PUBLICATION INSERTIONS RATE NET AMOUNT GROSS AMOUN~-
3 THE SENTINEL - LEGAL 3 LGL 157.32
TOTAL AD CHARGE 157 . 32
3 PROOF OF PUBLICATION 01PRF 6.35
DAYS RUN
PURC.ASE ORDEB PAY THIS AMOUNT 163.67 196.40*
catherine yesconis e
* A E-TLR
MESSAGE:
Thank you for advertising with The Sentinel.
Deadlines for in-column legal advertisements: Monday is Friday at
11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon;
Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday
is Thursday at 12 Noon.
If you have any questions regarding your Legal bill please call
Tammy Shoemaker 243-2611, ext 203.
Fax your legals to 243-3754, attention Tammy Shoemaker
You can also EMAIL your legal to Classified ads: classified@cumberlink.com
Please send a cover letter including your name and address as an attachment
DETACH AND RETURN THIS PORTION WITH YOUR PAYMENT
THE SENTINEL- LEGAL catherine yesconis e
P.O. BOX 130, CARLISLE PA 17013
AD NUMBER CLASS0 START DATE STOP DATE
270272 PUBLIC NOTICES 08/06/04 08/20/04
AD DESCRIPTION BILLING DATE ~LEPHONE NUMBER
NOTICE LETTERS TESTAMENTARY ON THE 08/25/04 717-236-9391
L I
GROSS AMOUNT OF
196.40
DUE AFTER 09/24/04
FOREMAN & FOREMAN
4409 N. FRONT STREET
HARRISBURG, PA
17110-1709
20200000002702720000000000000001964000000163671
TOTAl AMOUNT DL~E
163.67
ENTER AMOUNT ENCLOSED
PROOF OF PUBLICATION
State of Pennsylvania, County of Cumberland
Tan-u-ny Shoemaker, Customer Care/Sales Manager, of The Sentinel, of the County and
State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper
of general circulation in the Borough of Carlisle, County and State aforesaid, was
established December 13th, 1881, since which date THE SENTINEL has been regularly
issued in said County, and that the printed notice or publication attached hereto is
exactly the same as was printed and published in the regular editions and issues of
THE SENTINEL on the following date(s)
August 06, 1.3, 20, 2004
COPY OF NOTICE OF PUBLICATION
LETTBRS TESTAMENTARY:On theEmts of
CATHERINE M. YF..SCONIS, late of the
Mec~icaburg, Cm~b~flmld County, Pennsylvania,
ha~lng tmen grmltnd.~to the underlined, al! p?rsons
in~ to the saki E~tate are required to make
in~te pa~jment and IttoM having claims will present
them for M~ttement to:
191 P;qMer A~lnue
~ Cuml~fld, PA 17070
Or:
Pltrk:il M. Hole#
401 UmMdhl Road
New Cml)ed. nd, PA 17070
Or to:
Bruoe D. Foremen, Eiqldm
FOlllllin i Fommln,P.C.
North Front 8treM
HlrdM)urg, PA 17110-1700
Affiant further deposes that he/she is not
interested in the subject matter of the
aforesaid notice or advertisement, and that
all allegations in the foregoing statement
as to time, place and character of
pub. lication are true.~
Sworn to and subscribed before me this
25 day of Augt~mt, .9004
· ' ~-otary Public
My commission expires:
DAWN M. 8HU~HART, NotelV ~
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES AND LIENS
Estate of CATHERINE M. YESCONIS
Item No. Description
2.
3.
4.
5.
6.
7.
8.
PP&L
Pennsylvania American Water
Borough of New Cumberland
Borough of New Cumberland
Pinnacle Health
Dennis Davis Plumbing
Mailboxes, Etc.
PA American Water
File Number:
Amount
Total
193.84
17.76
63.27
68.43
15,953.74
50.00
167.58
38.57
$16,553.19
PPL Electric
Utilities
Page 1
Electric
Service
For:
CATHERINE M YESC()NIS
4ll PARK AVE
NEW CUMBERLANI) PA 17070
Final Bill
Questions abou!
this bill? Please
cmllact us bv ()ct 21
at 1-800-34.-5775~ or
484-634-4900
or write to:
Customer bervice
827 Hausman Rtl.
Allentown. PA
181 I)4-9392
~n~rw.pplweb.com
Summary Page
Bidance as of Sep 30, 2004 $144.78
Char~es:
TotaFPPL ELECI'RIC UqlLIqIES Charges $ 49.06
Total Charges $193.84
Electric
Use
This graph sh,)ws
your [;leclric use
over the last 13
raO~lths.
.Types of
Meter Readings:
Act ua I l
Estimated ~
Customer ~
KWH - Average Per Day Meter Reading Information
102
[Meter #84576320
[Sep 30 Actual __~69
85 I Aug31 ~ctual 21768
68 [30 Days KWH Billed ~ I
Average - Sep 2003 2004
51 Temperature 66F 68F
KWH Per Day 25 17
34
Yearly Use: Total Average
17 Use Monthly
Oct 2002 - Sep 2003 18093 1508
0 Oct 2003 - Sep 20(14 16180 1348
OND J FIVIAMJ J A SO
2003 Monlhs 2004
Other important information on back
Page 2
Understanding Your Bill
Bill Account Number 4 30220-80005
1
I
Customer Charge - A monthly basic distribution
charge to cover costs for billing, meter reading,
.equipment, maintenance, and advanced metering when
In use.
Distribution Charge - Charges for the use of local
wires, transformers, substations, and other equipment
used to deliver electricity to end-use consumers from
the high voltage transmission lines.
Generation Charge - Charges for the production of
electricity.
KWH (Kilowatt-hour) - The basic unit of electric
energy for which most customers are charged. The
amount of electricity used by ten 100-watt lights left
on for 1 hour. Consumers are usually charged for
electricity in cents per kilowatt-hour.
Late Payment Charge - A charge added if you do not
pay your bill on time.
Rate RS - The rate for service to a private home.
Transition Charge - A combination of competitive
transition charge (CTC) and intangible transflion
charge (ITC) on every. ~ustomer'sbill designed to
recover an electric utfiity's transition or stranded cos
as determined by the Public Utility Commission.
Transmission Charge - Charges for moviug high
voltage electricity from a generation facility to me
distribution lines of an electric distribution company
Types of Meter Readings:
Actual - A reading by distribution company.
Adjusted - We detemfine your usage from an actual
reading we got close to the billing date.
Customer. -/k reading you give d~stribution comp an,
Esmnated - Chargesbased on the weather and your
past energy use.
PA Tax Adjustment Surcharge - A surcharge on
electric rates charged to customers which reflects
changes in various state taxes already included in your
bill. These taxes can go up or down. The amount of
the surcharge is 1.16% on the electric service charges
from PPL Electric Utilities.
* Visit our local office at 1801 Brookwood Street, Harrisburg PA 17104 to see a copy
of your rate schedule.
* Mail payments to: 2 North Ninth Street RPC-GENN1, Allentown, PA 18101-1175.
* Mail hoies and letters in a separate envelope to: Customer Seveice, 827 Hausman
Road, Allentown, PA 18104-9392. -
12/14/2004 16:08 FAX 717 441 3423
L gacy
THE LEGACY BANK
Current Date:
Account Number:
Capture Date:
Item Number:
Posted Date:
Amount:
Record Type:
006/007
December 14, 2004
100001304
October 28, 2004
30005070441
October 28, 2004
$193.84
Debit
FOREMAN & FOREMAN, P.C.
TRUOT ACCOUNT
440~ N. FRONT STREET
HARRISbURg, PA 17110
(7~7) 23~
One ltund£ecl Ninety ?h;ee Dolla;s and
LEGACY BANK
60-1880-313
84/xxx
AMOUNT
PAY
TOTHE
OF
PPL ELECTRIC UTILITIES
Yesconis Estate
Acct 90220-80005
~'00 5 6 r~B,~'
10/26/2004 $19~.84
5868
~:O:~ & 3 I, B606~: ,' &OOOO i, 3Ot,~' /00000 &q
021000040 ~B-PHILA
Customer Account Information
Fgr ServiceTo: CATHERINE M YESCONIS
411 Park Ave
Account Number: 24-0622174-3
Premise Number: 24-0367947
Billing Period & Meter Information
Billing Date: Oct 06, 2004
Billing Period: Sap 01 to Oct 01 (30 days)
Next reading on/about: Nov 29, 2004
Rate Type: Residential
Meter readings in current billing period:
Meter Number N037421325 is a 5/8-inch meter.
Present-actual 2 6/+9 0 0
Last-actual 264700
Gallons used 200
Water Usage Comparison
25 Monthly usage in hundred gallons.
2~
5
0
0
3
O N D J F M A M J J A $ O 2
c o e a · a ~ a u u u e c 0
t v c n b r y n I g p t 0
4
Billing Summary
.......... Prior Balance ........................
Balance from last bill
Payments prior to Oct 06, 2004. Thanks/.
Total prior balance, Oct 06, 2004
.......... Current Water Charges ..........
Service Charge
Water Volume ($.005735 x 200)
STAS PA WC Water 0.04%
DSI - PAWC Charge 0.82%
Total water charges, Oct 06, 2004
.......... Other Current Charges ..........
Mthly Water Line Protection
Total other charges, Oct 06, 2004
.......... AMOUNT DUE .....................
,01
$45.68
-45.68
.00
11.50
1.15
.01
.10
12.76
5.00
5.00
Messages to you from Pennsylvania American o
Any portion of the water charges wt~ich is not paia as of 11/01/04 will be subject to a 1 50 % anal
* Customers may use their credit card, debit card orpay by electronic check only by c'allingPt~ll ~rletY~: 1-886-271-552;
Customers may also pay on-line at www. water, paymybilLcom. A service fee will apply.
* Approximately 4. 72 percent or $. 60, of State taxes are included in your current bill.
* Effective April 1, 2004, the State Tax Adjustment Surcharge (STAS) is now .04%.
* Arrangements to disconnect your service just got easier. Log on to pawc. com and follow the Turn-Off Program/ina
* Effective July I, 2004, the Distribution System Improvement Charge (DS/C) increases from .25%
to .37%. This charge funds the replacement of water distribution facilities.
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
~ ~ A1M 29058
UNDERSTANDING YOUR BILL
If you have any questions or complaints about your bill, please contact us before due date of
your bill. The inquiry telephone number is listed in the lower left-hand portion of the bill. The
inquiry address is lisled in the upper left-hand corner of lhe bill. If you write, please use a
separate piece of paper and include your name, address and account number. Notes written
on lhe bill stub may delay processing of your payment.
A rate schedule (a detailed listing of charges that make up your bill) is available upon request
by conlacling us at the phone number on the front of the bill.
WATER USAGE COMPARISON - This
chart shows the gallons of water used
during this billing cycle and compares the
usage to the water consumed over the last
12 months.
ACTUAL READING - A reading we take
horn your waler meter.
ESTIMATED BILL - A bill sent to you
when we are unable Io read your water
meter. The computer bases your bill on
your usage from the same billing cycle last
year. The next actual meter reading
corrects any over or under eslimates.
LATE PAYMENT CHARGE - A charge to
your account when a bill is not paid by the
due date. 'Late charges apply to the entire
overdu'e portion of the bill at a rate of 1.5%
per month (Annual Percentage Rate of
18%).
PARTIAL MONTHLY BILL - A water bill
for a period of less than 26 days or more
than 35 days.
PARTIAL BI-MONTHLY BILL - A water
bill for a period of less than 55 days or
more lhan 65 days.
ELECTRONIC PAYMENT PROGRAM - A
program that deducts your water bill
paymenl from your bank account. You
save postage and check costs. Call our
office listed on the front of this bill for
details.
SERVICE ACTIVATION FEE - A fee we
charge covering costs for setting up a
water account. It appears on your first bill.
SERVICE CHARGE - This charge is for
services we provide every month, even if
you use no water. It includes meter
reading, billing, metedng equipment and
other expenses.
H20-HELP TO OTHERS PROGRAM
This non-profit group is not pad of
Pennsylvania- American Waler Company.
It helps needy customers and their families
wilh their waler bills. If you would like more
information on this charity, call our office
listed on the front of this bill.
DISTRIBUTION SYSTEM IMPROVEMENT
CHARGE (DSI-CHARGE) - A charge to
replace aging facilities, such as mains,
meters, fire hydrants, valves, etc. This
charge approveCl' by the PUC will change
every three months based on the work
completed. It will never exceed 5% of your
bill.
12/14/2004 16:08 FAX
717 441 3423
Legacy
Bank
THE LEGACY BANK
Current Date:
Account Number:
Capture Date:
Item Number:
Posted Date:
Amount:
Record Type:
007/007
December 14, 2004
100001304
November 02, 2004
30005116341
November 02, 2004
$17.76
Debit
PAY
OF
FOREMAN & FOREMAN, P.C.
4409 N. FRONT STREET
HARRISBURg, PA 17110
Seventeen Dollars and
PENNSYLVANIA AMERICAN WATER
LEGACY BA#K
DATE
10/26/2004
Yesconis 9592-2
Acct 24-0622174-3
5869
76/XXX
AMOuN'r
$17.76
"" &DO00 & tOh"" ,"000000 i, ? ? e.,,'
] 1CE~'OO4
0-~ OC~OO,40 F~'B-PH]LA
{3~46 031 103104 ~ '" 043000,":6I
PAY
TO THE
ORDER
OF
FOREMAN & FOREMAN, P.C,
TRUST ACCOUNT
4409 N. FRONT STREET
HARRISBURG, PA 17110
(717) 236-9391
Sixty Three Dollars
anQ
LEGACY BANK
80-1860-313
................. 45/xxx
DATE
10/26/2004 $63.45
AMOUNT
BOROUGH OF NEW CUMBERLAND
Yesconis Estate
Acct 087825
5870
],,qr.,or-,,:
BOROUGH OF NEW CUMBERLAND
1120 MARKET STREET PO. BOX 220 NEW CUMBERLAND, PA 17070
: RESORTED
F!RST CLASS MAIL
_!S POSTAGE PAID
NEW CUMBERLAND, PA
PERM!T NO. 22
iTR ~ITS ~1
Sl~ YESC~IS C/O CAltERI~ YES
411 P~ ~
I~W CtJHBEBJ~ PA 17870
~TICE - ~BB]
SEPT 6 - LABOR DAY HOLIDAY
S EWAG E 86~9 ~.4 15 Pl. 83
TRASH L ! 38.68
PREVIOUS BALANCE P1.SJ 38.68
PAYMENTS ~ll.~ ~.r/~ SEWER
PAST DUE NET
PENALTY GROSS
OTHER CHARGES
RETURN THIS PORTION TOT~S GROSS
WITH YOUR PAYMENT ~T 6~, ~3 ~
81.83
88.98
TOTAL
88/31/B4 88.98
TOT~ GROSS DUE
FDISTRICT !; 248367947
i *ccou. T~ 887/k'~5 "l'
i B,LL ¢*TS I~/B1/84 I
THIS IS YOUR RECEIPT
63.45
WEST SHORE SCHOOL DI=iR
July 01, ZO04 NEW CUMBERLAND BOROUGH Z004.._ZO0~=
TAX NOTICE REAL ESTATE TAX
UNPAID TAXES WILL BE SENT TO THE TAX CLAIM
THESE TAXES ARE DUE AND PAYABLE DISCOUNT NET PENALTY
SL:H I~AL ~5 iD. zOOO 983·20 1003. 27 11"33.60
~ 983. 20~~-tt03.
SO
Pay Above Amoun~ Due' ----'-' D~.ze A£ter
9/01~4~ 11101/04
YESCONIS, STEVEN M
411 PARK AVENUE
NEW CUMBERLAND PA
TAX PAYER'
ACCOUNT # 26240811018
26-Z4.-081' "',
41.1PAh~ AVENUE
Assmt SS. 36o
Make Checks Pavabte To:
ROBIN GASPE5ET~I-TAX COLLECTOR
1113 BRIDGE STREET
NEW CUMBERLAND PA 17070-1634
PHONE (7!.7) 774-7424
~CLOSED HOLIDAYS-ELECTION DAYS
TUES WED ?HURS 7:30-11:30AM
ALSO TUES £'-67M WED Z-4PM
DURING SEPT DEC .JAN FEB MAY
lljE= 8-1'LPH ~CLOSED DEC
USE DROP ~LO'F iN THE DOOR FOR
PAYMENT~ WHE},! OFFICE IS CLOSED
12--13--04; 5:I9PM; ;717 230 3705 2/ 2
P.O. Box 2353
Harrisburg, PA 17105-2353
Monday, Decemberl3,2004
Foreman & Foreman, P.C.
4409 North Front Street
Harrisburg, a 17110-1709
PINNACLEHEALTH
Dear Mr. Foreman
As per your letter and our conversation of December 13, 2004. Catherine Yesconis
Has six accounts with us for a total balance of $20,I05.74.
We have considered your offer of $15,953.74 as payment in full and we will accept
Your offer.
Account~233501401
Account233501402
Account~233501403
Accoun~ 233478
Account~ 233501
Account#233478401
$585.00
1194.00
6049.00
2226.94
4590.80
5460.00
B~anceDue $20,105.74
Agreed Amount Due
$15.953.74
Thank You Kindly
Diane M. Coffey '. ~
Financial Counselor
7t 7-230-3417
ApprovedBy
Ros, anne Klinger
· f
Manager Patient Accounts.
To~
From:
Date:
Bruce Foreman
Pat Holjes c/o Catherine Yesconis
12/16/04 11:42 AM
Number of Pages including this cover sheet: ~. t ~ .~'
Dear Bruce: I am sending faxed copies of the bills i have occurred to
close my mom's estate. I hope these items can be applied toward
the remainder of the balance of the estate.
$167.58 cost to mail personal items to family members
$50.00 to fix toilet to sell house
$20.14 & $18.43 water bills paid for her home out of my personal
account
G~ve me a call with any questions. 774-4990 Work
Thanks!
Pat Holjes
EB 3B~d dgNOg ~OIW3±NI 93~×3 EBgO~LLL~L B§:E~
AND
>.
(~UANT.
paymm~t in full UPOn gomplet~ of ~b.
MECHANICS
HELPERS
I Ineml~y acl~nowled~e [l~e aatlsfacto~y
completion of tho ~,ove cleacrlDed work..
SIGNATURE
TOTAL LABOR
AMOUNT
dONOO ~OI~31NI 9qOXB
~GSOPLLLTL
.... ',.,, , , ~ .......' · ' ' ' ', ' ..... '.~:'.'.;,'' ~:"-
,:.' ' ,., '.~ ::'~, , ," .'.,: ' ': . . '~..~,, ~;:,,;,"~,~..,Tv..'~,~'."~;~'~.~'rjb~.~:~..,~., .. ' ':?."~" '
.... ~ ,~ ., .~ ..... ,,, ~ .... . .. r~:~,,~.,.. ~ ..~ ~. ,, , ,..., ~. ~ '~ ~ ,:.~- p-, .~:.,~ :..'~. ~.-~:~.. -~; ~. ) ~ ~r-~,~.'~
~.',· .' .~..~'~. ,", ~ ~.',.~~,." ,..,~ .. 7'..,..~.-, >::' ' .~,, S~.; ~'.~,.2.~' '.. ';".;~
' ' ~' ' Mail ~xes Etc. ~.'
' N~lng Business E~iar, ~rld~tde,
11/~/Q4 Q9:~:21
Center ~15~
717 Ha~et ~treet 8uit~ 111
Lemoyne.
Phone 717-7~7-67~
~ty Description Unit Ext
1 Shipping 40.35 40.35
1 Packaging Material
16,99Sa 15.99
1 Packaging Service 44.99 44.99
1 ShiPping 9,40 9.40
1 Packaging Material 4.ggSa 4.99
I Packaging Service 17,99 17,99
1 Shipping 10,D5 10,05
1 Shipping 11.70 11.70
1 Shipping 9,80 9.80
Sub Total: 166.26
Sales Tax; 1.32
Total Sale: 167.56
Check:
Change:
Visit our Neb Site at: WWW.MBE.C~
2"
£0
~ONOO ~OIWBINI 930X3
Details of your shipping transaction:
CarPier UPS
Service Ground Residential
, CustomerlO 34BDSb'2583SAB4E
CcmpanyName ~t holjls
We/ghffillled
OeclaradValue 200
Carr]erTrack#: 1Z1675150387128415
Details of your shipping transaction:
Carrier UPS
Servlce Ground Reardential
Customar[O 34BD56L:~836AB4E
CompanyName ~at holjls
WelghtBriled
CarrlerTrack#: lZ1875180300461779
Details of your shipping transaction:
Carrier UPS
Service Ground Residentla[
CustomerID 34BD562583BAB4E
~ompanyName ~at holjls
elghtBllled
CarrlerTrack#: 1Z1675180300481797
Details of your shipping transaction:
.Carrier UPS
Service Ground Residentla~
CustomerIO 34805825836A~4E
CompanyName ?~t holJ[s
WelghtBIIled
CarrTerTrack#: 1Z1675180367128479
DetaTIs of your shipping transaction:
Carrier UPS
Service Ground Residential
CustomerZO 34BD5625836Aa4E
CompanyName pat holjls
WelghtBllled 7
Carr[erTrack#: 1~1675180300481831 , -~
Customer Account Information
For Service To: Catherine M Yesconis
Account Nurn bar: 24-0622t74-3
Premise Number: 24-0367947
Billing Period & Meter information
Billing Dote: Jun 03, 2004
Billing Period: May 03 lo Jun 01 (29 days)
Next reading on/about: Jul 01,2004
Rate Type: Residential
Meter readings in current billing period:
Meier Number N037421325 is a 5/8-inc, h meter.
Present-aclual 263L9 0 0
Lasl-actua. I 261100 ....
Gallons used 8,00
Billing Summary
........ Prior Balance ..............
Balance from last bill
Payments prior to Jun 03, 2004, Thanksl
Total prior balance, Jun 03, 2004
..... Current Water Charges---'",-
Sen4ce Charge
Water Volume ($.005735 x 800)
STAS PAWC Water 0.04%
DS1. PAWC Charge 0.25%
Total water charges, Jun 03, 2004
...... Other Current Charges .........
Mthly Water Line Proteclion
Tolal other charges, Jun 03, 2004
....... AMOUNTDUE ......
Water Usage Comparison
Monthly usage in hundred gallons.
J J A S O N D J F M A M J
u au
-~6.69
.00
4.59
,0!
,0/+
16.14
4.00
Messages to you from Pennsylvania American
An portion of the water charges w~ich is not paid as of- 6/28/04 will be subject to a 1.50% l~enaltv
'~ ~uP~tomers may use their ..... credit card, debit cord or pay by electronic check only by calling toll free:" ' 1-866.271.552;'
Customers may also pay on-fine at www. water, paymybill, cem. A service fee will apply.
* Approximately. 4. 72 percent or $.76, of State taxes are included in your current bill.
* Effective April 1, 2004, the Distribution .~,~..stem Improvement Charge (D$1C) is now.25%. This charge funds
the replacement of water distribution facilib'es.
** Effec, tJve April 1, 2004, the State Tax Adjustment Surcharge (STAS) is now.04%.
, Wh~. paying.your bill in person, be aware that American Payment Systems (APS) is Pennsylvania
,~rnencan's only authorized collec#on agency. APS ensures your payment is credited to your account.
Call 1-800-565-7292 for a list of payment centers.
* Arrangements to disconnect your service just got easier. Log on to pawc. com and follow the Turn-Off Program link
Customer Service & Emergencies 1-800-565-7292 (24 Hours)
For Hearing Impaired Customers TDD 1-800-300-6202 (24 Hours)
Visit us on the INTERNET: www.pawc.corn
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customer Account Information
For Service To: Catherine M Yesconts
.... · ~..P_ark Ave /~.
Account Number: 24-0~3
Premi,, Number: 24.0367947
Billing Period & Meter Informa)fon
Billing Dat~: Jul 07, 2004
Billing Period; Jun 01 to Jul 01 (30 days)
Next reading on/about: Aug 0;~, 2004
Rate Type: Residential
Meter readings Jn current billing period:
Meter Number N037421:325 is a 5/8-inch meter.
Present-actual 26 2400
Last-actual 2 63.900
Gallons used
Billing Summary
.......... Prier Balance ...............
Balance from last bill
Payments pdor to Jul 07, 2004. Thanksl
Total prier balance, dui 07, 2004
.- ...... Current Water Charges ........
Service Charge
Water Volume ($. 005735 x 500)
STA$ PAWC Water 0.04.%
DS1 - PAWC Charge 0.37%
Total water charges, Jul 07, 2004
...... Other Current Charges ......
Mthly Water Line Protection
Total other charges, Jul 07, 2004
Water Usage COmparison
2! Monlhly usage in hundred gallons.
....... AMOUNT DUE -, .
~ ~20.1~-~
-20.14:
.00
Il.SO
2.87
,O1
.05
14.43
_4.00
4,00
~18.43
~ Messages to you from Penns
,An,,y.p?rtion of lhe water charoes w6ich is ......... 'y/vania American
uusromers ma use 81 ' ~' ,u~ p~o as or 8/02/04 will be sub;e
-~_,~,'~u,s.?.._m_e_ _ ,y. e/r credit card, debit card or ....~,._/ ........ ,/. ct to a 7.$0% penalty.
T~'""=.~ may a/so pay on-line at w~, .............. ..~, ~,,~,~, =~v.~nun/c check on/ b ca/lin .
~ APproxlmatelv 4 72 ~ ...... '~;;-",'_"??:p=ymyo#l. com. A service fee will~Y~,, g toll free. 1-866-271-5522
*..E./fective~t~r~l 1' 2'0~ ~' ~/,~-°: ?. r,~_~r..a~e' taxes_are included in your cu-rr~'t ~":~'
"When ayin 'urbl! ; .... = ~dx,~us~entsurcha e '$TA$ isn ......
. p, gyo ~1 ~n rson be , (' ') ow,04%.
Call 1-800.g65.7292 for '~i'~"-'7~- ~?' .ge. ney.. AP$ ensures your/~avment is
* Arranc~er~ ...... ,=, ,,o, ~.peyment centers. ,- ..... ~u ~u your account.
, ~u~[~ul~on oysrem ~ - flow ~he Turn. OffPr~ -
to .3~'~.'- ~'~ls charoe fun,V, ,. ....... rnprov~rne....nt Charge (DSIC) incre===o ~ ...... ogram link
. ~ .... ,,~ ~=p~acemenr o~ water distribution facilities. .......... ""~'
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
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12/20/2004 7:16 PM FROM: Fax SYCS Productions TO: 236 6602 PAGE: 001 OF 001
From: Steve Yesconis
RE: Estate of Catherine M. Yesconis
A'I'TN: Wendy
Wendy, as,_per our conversation yesterday afternoon his is the copy of the water bii~
that I paid while since my mom's death. Please let me know if there are any problems
or question with this fax. Thank you in advance for all of your help.
Thank You
Steve Yesconis
Work Cell: 805-3342
Personal Cell: 805-9714
Home: 774-8855
SCHEDULE J
BENEFICIARIES
ESTATE OF CATHERINE M. YESCONIS
File Number
Ae
Nontaxable Distributions
Name / Address of Beneficiary
1. None.
Relationship
Amount or
Share of Estate
NO.
Taxable Distributions
Name / Address of Beneficiary
Joe Yesconis
479 Terry Lane
Heath, Texas 75085
Ken Yesconis
1187 Saddlecreek Drive
Fort Walton Beach, FL 32547-6866
Tom Yesconis
625 Beinhour Rd.
Etters, PA 17319
Pat Holjes
401A Limekiln Rd.
New Cumberland, PA 17070
Sue Archer
505 Allison Ave.
Mechanicsburg, PA 17055
Kathy McCurdy
42 Bayberry Drive
Mechanicsburg, PA 17055
Mary Gassiven
1485 Jerusalem Rd.
Mechanicsburg, PA 17055
Steve Yesconis
101 Poplar Avenue
New Cumberland, PA 17070
Relationship
Son
Son
Son
Daughter
Daughter
Daughter
Daughter
Son
Amount or
Share of Estate
$43.75
$43.75
$43.75
$43.75
$43.75
$43.75
$43.75
$43.75
Register of Wills of Dauphin County, Pennsylvania
INVENTORY
Estate of CATHERINE M. YESCONIS No. 2004-00703
PA File No. 21-04-0703
Also known as
Date of Death: July 23, 2004
, Deceased. Social Security No. 187-16-2748
Personal Representative(s) of the above-Estate, deceased, verify that the items appearing in the following inventory
include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said
Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this inventory. I/We verify that the statements made in this Inventory are
true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa.C.S. Section
4904 relating to unsworn falsification to authorities.
Name of
Attorney:
I.D. No.:
Address:
Telephone:
Bruce D. Foreman, Esquire
21193
4409 North Front Street
Harrisburg, PA 17110-1709
(717) 236-9391
Personal Representative:
Stephen M. Yesconis
Patricia M. Holies
Date:
Description Value
Personal Property
(Attach Additional Sheets if necessary) Total $
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election &the personal representative, include
the value of each item, but such figures should not be extended into the total of the Inventory.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
'*'
i\C" /""',/-.r": ;"', ,:~r'"l
BUREAU OF INDIVIDU.\L[~XE~' ,
INHERITANCE TAX DIVISION
PO BOX Z80601
HARRISBURG PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1547 EX AFP 112-04>
I! 1-7
11:4,"
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-14-2005
YESCONIS
07-23-2004
21 04-0703
CUMBERLAND
101
CATHERINE M
O"r" '" w,
hrHI\f\.j' ;>
BRUCE D OtPIEM~tJ\r'e$(fO.
FOREMAN & FOREMAN PC
4409 N FRONT ST
HBG PA 17110
Allount Rellitted
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 ~
Rl-v=I!~-EX'-AFP--car-O!"-NoTYcE--d'F-iNHErrifANcE-TAX-APPRAfsEifEN"~--A[tOWANct-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF YESCONIS CATHERINE M FILE NO. 21 04-0703 ACN 101 DATE 03-14-2005
TAX RETURN WAS: (X) ACCEPTED AS FILED
( ) CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mort98S1e-s/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
21. 228.79
.00
.00
(8)
NOTE: To insure proper
credit to your account~
subllit the upper portion
of this forll with your
tax paYllent.
21.228.79
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governll8ntal Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
4~345.67
16.533.19
(11)
(12)
(13)
(14)
20.878 79
350.00
.00
350.00
19 will
(Schedule J)
I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
16. AlIOUnt of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. AlIOunt of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
T X C D
NOTE:
.00 X
350.00 X
.00 X
.00 X
00 =
045 =
12 =
15 =
(19)=
.00
15.75
.00
.00
15.75
DATE
NUMBER
+
INTEREST/PEN PAID (-)
AHOUNT PAID
PAYMENT MUST BE MADE BY 04-23-2005*.
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
.00
15.75
.00
15.75
<
. IF PAID AFTER DATE INOICATED~ 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 MAY BE DUE
A REFUND. SEE REVERSE SIDE Of THIS FORH FOR INSTRUCTIONS.)
PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF
THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY
UNTIL COMPLETION
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Date of Death:
CATHERINE M. YESCONTS
07/23/2004
Estate No.:
2004-00703
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 X No
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete:
(date)
3. If the answer to No. I is yes, state the following:
A. Did the personal representative file a final account with the court?
Yes No X
B. The separate Orphans' Court No. (if any) for the personal representative's
account is: (Not Applicable in Dauphin County)
C. Did the personal representative state an account informally to the parties in
interest? Yes X No
D. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be attached
to this report.
~
Date: 04/18/05
L:~
L ~.
L
(,
C
(
(f"lAH:l7lltJAM3)
M. CRIST, ESQUIRE
Name (Please type or print)
FOREMAN & FOREMAN, P.C.
4409 North Front Street
Address HarriSburg, PA 17110-1709
(717) 236-9391
Telephone No.
Capacity:
Personal Representative
X
Counsel for Personal Representat~
R.W.-58
.,.Jf ~f /'t>>/ c'cl"r~ ~.
il0/~
MjEstatesjYesconis-Receipt and Release Agreement
RECEIPT AND RELEASE AGREEMENT
This Agreement is made by and between Stephen M. Yesconis and Patricia M.
Holjes, Executors of the Estate of Catherine M. Yesconis, deceased ("Executor") and
Stephen M. Yesconis, Patricia M. Holjes, Joe Yesconis, Ken Yesconis, Tom Yesconis, Sue
~
Archer, Kathy McCurdy and Mary f'h 0 d'ty1l , beneficiaries of the estate ("Beneficiaries").
&AsS'-'-'Inl
In accordance with the desire that the administration of the Estate of Catherine
M. Yesconis be terminated without the expense and further delay of the court
accounting, the parties hereto, in consideration of the mutual covenants herein
contained, and intending to be legally bound hereby, agree that:
1. Catherine M. Yesconis, died on July 23l~~ estate is now in the
process of administration having been filed with the D~~ph~ll County Register of Wills,
Orphans' Court Division to No. 2004-00703; PA No. 21-07-0703.
2. No balance remains for distribution pursuant to the attached Inheritance
Tax Return filed to the same. A copy of the said Inheritance Tax Return with its
accounting is attached hereto, marked Exhibit "A". (f1) it*..- rJ.. 0/f'rJ trrlR-flrh.-dl, .
3. The Executors will disburse all funds as set forth in the said I~eritancf"
~
Tax Returns.
4. The Beneficiaries acknowledge that the Executors have received the assets
and have made the payments set forth in the First and Final Account. The Beneficiaries
approve the said First and Final Account of the Executors as stated, in its entirety.
5. The Beneficiaries consent, approve and agree that the remaining balance
of the estate assets shall be distributed as set forth in paragraph 3 hereinabove and as
set forth in the said Inheritance Tax Return.
6. The Executors take the responsibility of filing a state and federal income
tax return on behalf of the Estate of Catherine M. Yesconis for the year 2004. In the
. .
".
.
event that the state or federal income tax results in a refund, the refund after any taxes
due shall be distributed per capita to each of the beneficiaries herein listed.
7. Without intending to limit the rights or remedies of Executors or their
attorneys, the Beneficiaries further agree to indemnify the Executors or their attorneys,
and save them harmless against all liability, loss, and expense (including, but not
limited to, costs and counsel fees) which they, may incur, whether due to their,
negligence or otherwise, as a result of making the above-described distributions
without a court audit. The Beneficiaries hereby forever fully release, compromise, settle
and discharge any and all claims, demands, actions or causes of action, legal or
equitable, absolute or contingent, vested or hereafter to accrue, which they may have
against any other party hereto or against the Estate of Catherine M. Yesconis or the
Executors or their attorneys thereof, by reason of any matter, cause or thing growing
out of or relating to any property or assets of the said estate, or growing out of or
relating to any act of the Executors or their attorneys, in the administration of said
estate, even if attributable to negligence, and agree that in no event shall the said period
for collection of any erroneous distribution or distributions be less than two years after
the actual discovery thereof by the Executors or their attorneys.
8. The Beneficiaries agree to execute such additional releases as the
Executors or their attorneys, may submit to them in order to confirm their discharge
from any further liability to the parties in connection with the said estate.
9. This Agreement may be executed in multiple counterparts and, when so
executed by all parties hereto, shall be binding upon all the parties, and their respective
heirs, next-of-kin, personal representatives and assigns.
IN WITNESS WHEREOF, the parties have hereunto set their hands and seal the
day and year hereafter set forth.
l{/Y?5 .200S' S~
Dated s~iir ~
/ ;/-;? 7-at-{
Dated ,2001- p"MHr~
atrlcla . 0 Jes
Dated 7 FEe ,2005 ~:#4' - . ~.
Dated /Ort5/3 ,20Q5 ~oni~
Dated /-3() ,2005 ~ ftAA~
T Yesconi
Dated 1f-5 ,2005 C'
Dated ld---~1 , 200:!
Ka y urdy
Dated I~. 9- '?Otf- ' 200_+ ~(ll J~, ~(O.{)M.0\l\.+
Mary Gasswi t
Executors:
Dated ~/'Sro~ ,200.5 ~n~is~ecu~
f
Dated /)).. 7-oLf , 200.t ~~,~
Patricia M. Holjes as E ecutor
~'l.ISOO E:\ 1".cOI
, ~ COMMONWEALTH OF
~' ~" ~ PENNSYLVANIA
,;!i 'Iioll;", \', DEPARTMENT OF REVENUE
, 9' 'L' DEPT 280601
~r- HARRISBURG, PA 17128-0601
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D=>::ELJE~lrS rlAME (L'l.,S:, FIRST. AND MIDDLE iNITIAL)
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Yescinis
DA-;"E OF DEAl";, \~.'IM-DD-'TE.'..R)
C
REV-1500
-.;.
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
C~~E- ~R
Q-() 7-!l-;3:- ~ -
NUMB't.P.
SOCIAL SECURIT! NUMBER
187
- 2748
-16
DATE Of BIRTH (MM-DD-'iEAR)
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SEGURIT! NUMBER
,~ Februar 27
(!fAPPUCABL:::) SUR,VI G spa SE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
N/A
1924
f{ l 2. Supplemental Return
D 4a. Future Interest Compromise (data of deatt1 aftar 12-12.82]
o 7. Oecedent Maintained a Living Trust (AtlachCl:lpyofTrusl)
D 10. Spousal Poverty Credit (data ofdaalh batwlHln 12-31-91 and 1.'.95)
o 3. Remainder Return (daianrdeathpnor:o 12.13.82)
o 5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
o 11. E!ection to tax under Sec. 9113(A) (Anach$ch0)
o 1. Original Relurn
o 4. Limited Estate
o 6 Decedent Died Testate (Allach CllOyot Willi
r.] 9. Litigation Proceeds Received
THIS SECTION MUST BE COMPCETEO. AtLCORRESPONDENCE AND'CONFIOENCJ:IALTAX INFORMAl:IONiSHOULO BEDIRECl:ED'TO:
NAME COMPLETE MAILING ADDRESS
,..
z
w
o
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o
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w
'"
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o
"
Ff~;g~'%iAo,R.m.) FOREllll;N,' ~-
Foreman & Foreman PC
TELEPHONE NUMBER
717-236-9391
4409 N. Front street
Harrisburg, PA 17110-1709
(1) n
(2) 0
(3) n
(4) 0
(5) -..-- 0
4. Mortgages & Notes Receivable (Schedule O)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
z
o
~
...J
:::l
t:
a.
<l:
u
LLJ
0::
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (lotal Lines 1-7)
~
(6)
$2.842.00
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule 8)
9. Funeral Expenses & Administrative Costs (Schedule H)
(7)
32.717.15
(B)
35,559.15
(9)
(10)
o
o
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)
'<;, <;<;q 1 <;
(11) 0
(12) 35,559.15
(13) 0
(14) 35.559.15
x.o_ (15)
, 04.5- (16) 1 hnn 1 h
, 12 (17)
x .15 (18)
(19) ,600 1 h
11. Total Deductions (total Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (ScheduleJ)
14 Net Value Subject to Tax (Line 12 minus Line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES
z
o
~
:::l
a.
:2
o
U
X
~
15. Amount of Line 14 taxable at the spousal lax
rate. or transfers under Sec. 9116 (a)(1,2)
16 AmoUnl of Line 14 taxable at lineal rate
17 Amount of Line 14 taxable at sibling rate
18. ,i\mounl 01 Line 1.1 taxable 51 collateral rate
19. Tax Due
:.'].- .....: I = Ioj ~1I:1 =I:J::::II ::;a.'iell"':'!.:l :!r~ ::("III=--~1 mt#~":l=*;;am III(.I"'~~ .ell.l =:i:1N.tM:::;H...
>. > BE' SU.RETO".ANSWeR:"ALU!':QUEs.l;rONSON~REVER5ESlaEANO~'RE'CH ECK~MATH~~
......,..11..""'....,..."..... n "'I" "'1:.1'1I't:::tlLVAI't.lf\
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERtTANCE TAX DIVISION
PO BOX ZlHI601
HARRISBURG PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
BRUCE D FOREMAN ESQ
FOREMAN & FOREMAN PC
4409 N FRONT ST
HBG PA 17110
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-14-2005
YESCONIS
07-23-2004
21 04-0703
CUMBERLAND
101
..
REV-lS"47 E~ AFP <l2-a4l
CATHERINE M
Amount Remi H:ed
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 ~
RE-V' =rs4,-ix--i.FP--CO"i-:'-03'r-NOi'-icE-OF-iNHEftI-fliici-i"-iX-A-PPRA-isEi.-ENT:--i.LT.OWANCi-oif------- ------ - ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF YESCONIS CATHERINE M FILE NO. 21 04-0703 ACN 101 DATE 03-14-2005
TAX RETURN WAS, (X I ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule 8)
3. Closely Held Stock/Partnership Interest {Schedule CJ
4. "ortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property {Schedule fJ
7. Transfers (Schedule GJ
8. Total Assets
(II
(21
(31
(41
(51
(61
(7)
.00
.00
.00
.00
21. 228.79
.00
.00
(81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens {Schedule Il
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts {Schedule JJ
14. Net Value of Estate Subject to Tax
(91
(101
4,345.67
16.533.19
(Ill
(121
(131
(141
I~ an assessment was issued previously, lines
re~lect ~igures that include the total o~ ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate
16. Amount of Line 14 taxable at
17. Amount of Line 14 at Sibling
18. Amount of Line 14 taxable at
19. Principal Tax Due
TAX CREDITS:
NOTE: To insure proper
credit to your account3
sub_it the upper portion
of this form with your
tax pay_snt.
21,228.79
20.878 79
350.00
.00
350.00
NOTE:
14, 15 and/or 16, 17, 18 and 19 will
returns assessed to dat~.
.00 X 00 =
350 .00 X 045 =
.00x12=
.00X15=
(191=
Lineal/Class A rate
rate
Collateral/Class B rate
(151
(161
(171
(181
.00
15.75
.00
.00
15.75
" I'J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 04-23-2005*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 15.75
INTEREST AND PEN. .00
TOTA~ DUE 15.75
.. IF PAID AFTER DATE INDICATED3 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'- (CRJ, YOU HAY BE DUE
A REFUND. SE~ REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)
r,"'r,.{'\:~1'-',C\ n,---,I,"'-
BUREAU OF INDIVIIlUAL'TAkes' .i:!) J tfi,Jt
INlERITANCE TAX DIVISION "'--'-.~---" -.
PO lOX 280611
HARRISBURG PA 17128-1601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
J:NHERJ:TANCE TAX
STATEMENT OF ACCOUNT
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
......,.
BRUCE D FOREMAN ESQ
FOREMAN . FOREMAN PC
4409 N FRONT ST
HBG PA 17110
*'
REV-1607 EX AFP (03-05)
04-25-2005
YESCONIS
07-23-2004
21 04-0703
CUMBERLAND
101
_t R_ltted
CATHERINE M
I'
MAKE CHECK PAYABLE AND RENIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE; To inalr. proper crttcl:lt to your eccount, ....it the ~per portion of this fo.... with your t.x PQIIW'tt.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
................................................................................................................
REV-1607 EX AFP (03-05) ... INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF YESCONIS CATHERINE M FILE NO.21 04-0703 ACN 101 DATE 114-25-2005
THIS STATEHEHT IS PROVIDED TO ADVISE OF THE CUlREHT STATUS OF THE STATED ACN IN THE MAHED ESTATE. S~ BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHEHTS, THE CURREHT BALANCE, AND, IF APPLICABLE,
A PROJECTED IHTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-14-2005
PAYMENTS (TAX CREDITS):
PRINCIPAL TAX DUE: 15.75
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-21-2005 CD005104 .00 15.75
TOTAL TAX CREDIT 15.75
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
. ,
~
SIDE FOR CALCULATION OF ADDITIONAL IHTEREST.
I IF TOTAL DUE IS LESS THAN $1,
NO PAYHEHT IS IEIlUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR),
YDU NAY BE DUE A REFUIII. SEE REVERSE SIDE OF THIS FOIN FOR INSTIUCTIONS. )