The URL can be used to link to this page

Home My WebLink About03-0868(215) 365- 1115 ALBERT L. CHASE ATTORNEY AT LAW SUITE 137 ~031 1'4. BROAD STP,.EET LANSDALE, PENNSYLVANIA 19,4-46- 1003 FAX (215) 368-9167 September 26, 2003 Cumberland County Court House One Court House Square Carlisle, PA 17013 RE: The Estate of Muriel L. Woods Date of Death: 9/2/02 Social Security Number: 176 18 5915 TO THE REGISTER OF WILLS: Please be advised that I represent Dawn Gibbs, Administrator of the Estate of Muriel L. Woods. Enclosed herewith please find Inheritance Tax Return, in triplicate. Would you please file the same and return a time-stamped copy to the undersigned in the envelope enclosed. Additionally, enclosed herewith please find check number 217 in payment of tax due, accompanied by a copy of said check. Would you please time-stamped the check copy and return to the undersigned. Thank you for your kind attention. Sincerely, ALBERT L. CHASE ALC:mec Enclosures C 7 REV-I~)0 EX (6~0o) z 0 0 COMMONWEALTH Of PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 Rev-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) WOODS, MURIEL L DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 09 02 2002 ~04 30 18 IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) OFFICIAL USE ONLY County Code Year FILE NUMBER Number SOCIAL SECURITY NUMBER" 176 18 5915 THIS RETURN MUST BE FILED IN DUPLICATE WITH REGISTER OF WILLS SOCIAL SECURITY NUMBER 1~. Original Return 4. Limited Estate Decedent Died Testate (attach copy of Will) Litigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compdse (date of death after 12-12~2) 7. Decedent Maintained a Living Trust (Attach a copy of Trust) U35 Remainder Return (dateofdealhpdorto Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes r --il 1. Election to tax under Sec 911 3(A) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME ALBERT L CHASE ESQUIRE FIRM NAME (If Applicable) A'FrORN EY-AT-LAW TELEPHONE NUMBER 215368 1115 IOMPLETE MAILING ADDRESS 031 N BROAD ST TE 137 NSDALE PA 19446 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) ~---] Separate Billing Roquested 7. Inter-Vivos Transfers & Misc. Non-Probate Property (7) (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 Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental BequestsJSec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) $0.00 $0.00 $0.00 $0.00 $7,364,29 $0.00 (8) OFFICIAL USE ONLY $35,055.00, ............................................................. (11) (12) (13) (14) $42,419.29 $7,628.00 $6,724.03 $14.352.03 $28,067.26 $28,067.26 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) 16. Amount of line 14 taxable at lineal rate 17. Amount of line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate 19. Tax Due 20. ~ $28,067.26 x (15) x .045 (16 x .12 (17) x .15 (18) (19) $0.00 $1,263.03 $0.00 1263.03 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < D~ceder;t's Complete Address: ISTREET ADDRESS 1700 MARKET STREET CITY CAMPHILL ISTATE PA IZIP 17011 MANOR CARE NURSING HOME Tax Payments and Credits: 1. Tax Due (Page I Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If line 2 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. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 1263.03 $0.00 $0.00 $1,263.03 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN X IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or its income; c. retain a revisionary interest; or d. receive the promise for life of either payments, benefits or care? 2. If death occurred after December 12, 1982, did decedent transfer property within on year of death without receiving adequate consideration? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? Yes No IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and petief, it is true, correct, and complete. Declaration of preparer other than the personal representative is based on all the information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN/] DATE ADDR~e ~ ADDRESS 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 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. RE~-1502EX - (.1-;7) (1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MURIEL L WOODS SCHEDULE A REAL ESTATE FILE NUMBER All real property owned solely or as a tenant In common must be reported at fair market value. Fair market value is defined as the pdce at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which la Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE TOTAL (Also enter on line 1, Recapitulation) $0.00 (If more space is needed, insert additional sheets of the same size) RE~-lSO3EX = (1-~7) (I) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MURIEL L WOODS SCHEDULE B STOCKS & BONDS FILE NUMBER ?? All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. NONE TOTAL (Also enter on line 2, Recapitulation) $0.00 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97)(1) ! · COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MURIEL L WOODS SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivomhlp must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH BANK ATLANTIC #0001695014 REFUND AMERICAN PIONEER INS $6,856.79 $507.50 TOTAL (Also enter on line 5, Recapitulation): $7,364.29 (If more space is needed, insert additional sheets of the same size) RE¥-1510 EX + (1-77)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MURIEL L WOODS SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. ITEM DESCRIPTION OF PROPERTY % OF DECD'S TAXABLE INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER, DATE OF DEATH INTEREST EXCLUSION VALUE NUMB ER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET (~F APPLICABLE) 1. MURIEL WOODS REV TRUST 656268951 100.0% MORGAN STANLEY ACCT557026701 VALUE BASED ON SALE PRICE SEE ATTACHED $35,055.00 $35,055.0(] TOTAL (Also enter on line 7, Recapitulation) $35,055.00 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (1-97)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN REStDENT DECEDENT ESTATE OF MURIEL L WOODS SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. 1. 5. 6. 7. FUNERAL EXPENSES: TUTTLE YEISLEY FUNERAL HOME UNITED METHODIST CHURCH GIBSON PASTOR ROBINSON CAROL COSTER ORGANIST FUNERAL LUNCHEON UMC CHURCH MANZIER FLORIST OBITUARY MONUMENT ENGRAVING JOHN BULLOCK ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Secudty Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent BANK Fees Accountant's Fees Tax Return Preparer's Fees State Zip TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) $4,045.00 $300.00 $100.00 $50.00 $596.50 $429.3O $152.20 $75.00 $1,850.00 $30.00 $7,628.00 REV-1512 EX + (1-97)(1) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MURIEL L WOODS SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIESr & LIENS FILE NUMBER Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT AMERICAN PIONEER SUPP INS NEIGHBORHOOD CARE DRUG PRE EAST PENNSBORO AMBULANCE SERVICE OUTLOOKPOINT ASSISTED CARE HCR MANOR CARE TOTAL (Also enter on line 10, Recapitulation) $237.00 $49.60 $143.00 $1,294.43 $5,000.00 $6,724.03 (If more space is needed, insert additional sheets of the same size) R~EV-1513 EX ~+ (9-00)) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MURIEL L WOODS SCHEDULE J BENERClARIES FILE NUMBER RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY De Not List Trustee(s) OF ESTATE NUMBER 2 3 4 5 TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] GERALD C BAILEY PO BOX 395 FAIRFAX VT 05450 DAWN L GIBBS 352 S E MAJESTIC TERRACE PORT ST LUCIE FL 34983 SHARON D GULICK 450WINDSOR DRIVE HARLEYSVlLLE PA 19438 JO HERR 310 EMILY LANE NEW CUMBERLAND PA17070 MARILYN NAUMOVITZ 12 KNOLLWOOD DRIVE #31 BREWER ME 04412 SON DAUGHTER DAUGHTER DAUGHTER DAUGHTER ONE FIFTH ONE FIFTH ONE FIFTH ONE FIFTH ONE FIFTH ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $0.00 his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local l~egistrar. 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 8512999 No. ~ocal Registrar '1- Date .~v z'87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH ,. Muriel Louise Woods ,.Female ,. 176- 18 -- 5915I" Sept. 2, 2002 · . ! i ,Apr.30,1918 ~3niondale, PA ~ Cun~rtand k eaton HillIk. Manor Car~ Nt]r.~ina Rom~ '".~'~"~"'m' m. ~ite O ~k~;~r~) ~ ~ ~ El~enl~l~a~ ~ ~(~1 1611 S. E. Signs St. ~s ...... ~ ,,. Port St. Lucie, FL ~952 -~"-~., ,~.~, Cllm~r]and '~' ,7,.~ ~ C~p Hill ,,. Jesse ~ Muriel Stevens ] ~ ~ ~,,~ept.~ 6, 2002 · '~ . ,,~. Gibson Ce~te~ ,,d. Gibson, PA 18820 ~N~UNE~ ~ ~CEN~E ~ PER~ ~TI~ AS SUCH IC~ENSE NUma I.*aE ~0 ~E~ ~ ~ .~~,~ J,~. FD 010889 L ~ttl~Yeisley ~eral H~, ~llstead, PA 18822 ................................................... __--. '"' ' .................................................................. ,,. ~ . LAST WILL AND TESTAMENT OF MURIEL L. WOODS T?i'F- O[~;G~N'~L CF THIS DOCUMENT HAS. B¢.~I,I R£TAINED BY US FOR SAFEKEEPING. ~OW.~'~, TA~'LOR & I, MURIEL L. WOODS, presently residing in the County of Lake, State of Florida, being possessed of a sound and disposing mind, memory and understanding, and under no restraint whatsoever, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking any and all former Wills or Codicils thereto, or testamentary dispositions of whatever nature, which I may have heretofore made. ARTICLE I i desire and direct that my body be buried in a Christianlike manner, suitable to my circumstances in life. ! desire and direct that all of my just debts and funeral expenses be paid as soon as practicable after my demise by my personal representative hereinafter named and appointed. ! further direct my personal representative to pay all estate, inheritance, succession, legacy and transfer taxes, if any, imposed by and made payable under the laws of the United States and the State of Florida, or any other State or Country, by reason of my death, and to charge such payments against my MURIEL L. WOODS residuary estate as a testamentary expense. ARTICLE II SECTION 1. It is the intention of this testament that after my death, ! give and devise such of my tangible personal property to those persons designated in a separate writing, in existence at the time of my death, which is signed by me, and which describes the items and devisees with reasonable certainty, except for such items as may be expressly devised hereinafter in my Last Will and Testament, and except for any motor vehicle or mobile home that I may own at the time of my death. To the extent that said writing, or my Will, should fail to dispose of any of my tangible personal property, then I give and devise the same unto my personal representative, hereinafter nominated and appointed, and direct that she or he distribute the same to such of my children, to-wit: GERALD C. BAILEY, DAWN L. GIBBS, SHARON D. GULICK, JUDITH A. HERR and MARILYN NAUMOVITZ, as shall survive me. SECTION 2. All of the reit, residue and remainder of my property, of whatever nature and kind and wheresoever situated, including all property acquired by me after the execution of this Will, I give and devise unto the then acting Trustee under the trust agreement executed by me on May 6, 1998, before the execution of this Will, with my daughter, DAWN L. GIBBS, as Trustee; my son- in-law, RONALD L. GIBBS, as First Successor Trustee; and my. daughter, MURIEL L. WOODS 2 SHARON D. GULICK, as Second Successor Trustee, to be added to the trust estate held under that Trust as in effect at my death. SECTION 3. I desire and direct that any and all funds and accounts, including checking and savings accounts, that ! may own jointly with another person, are for convenience purposes only, and upon my death, the net proceeds thereof shall be considered and paid over to the Trustee of the Muriel L. Woods Living Trust, Dated May 6, 1998. ARTICLE !11 I hereby nominate and appoint DAWN L. GIBBS, to be the personal representative of this my Last Will and Testament, to serve without bond, conferring upon my said personal representative full power to deal with all acts and things necessary, concerning my estate which I could do if living, as follows, to-wit: (a) To sell at public or private sale, without notice, all or any part of the property of my estate, real or personal, upon such terms as my personal representative may deem advisable. (b) To execute deeds, proxies, assignments and any other instruments relating to the assets constituting my estate. (c) To compromise or settle any claims in favor of or against my estate. (d) To borrow money for such periods of time and upon such terms and conditions as she shall deem advisable and to mortgage or MURIEL L. WOODS pledge such portion of my estate as may be required to secure such loan or loans. In the event that DAWN L. GIBBS shall predecease me, be unwilling or unable to serve as such personal representative, then and in that event, I nominate and appoint my said son-in-law, RONALD L. GIBBS, to act in her stead and serve without bond, conferring upon my successor personal representative the same powers and duties as hereinabove conferred upon my primary personal representative. In the event that the said RONALD L. GIBBS should fail or be unable to serve as such successor personal representative, then and in that event, i nominate and appoint my said daughter, SHARON D. GULICK, to act in his stead, without the necessity of giving bond as such to any court, and conferring upon her the same powers and duties as hereinabove conferred upon my primary personal representative. The powers and authori~ herein granted and conveyed to my personal representative shall not be construed as any limitation upon her or his powers but shall be in addition to the powers conferred by law. All such powers specially bestowed may be exercised without first obtaining the approval of any Court. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament, consisting of six (6) typewritten pages, each page bearing my signature, on this ~__~~day of May, A.D. 1998. This instrument, consisting of six (6) typewritten pages, each page thereof, bearing the signature of the above Testatrix, was, this y of May, 1998, signed, sealed, published and declared by said Testatrix as and for her Last Will and Testament, in the presence of each of us, who, at her request and in her sight and presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto, we and each of us believing the said Testatrix to be of sound and disposing mind and memory at the date hereof. STATE OF FLORIDA: COUNTY OF LAKE: We, MURIEL L. WOODS,' ~_~/~//~/~o/V /... /?7/T4/-F~'£/_. , and _ , the Testatrix and the witnesses respectively, whose names are signed to the attached and foregoing instrument, being first duly sworn, do hereby declare to the undersigned officer that the Testatrix signed the instrument as her Last Will and Testament and that she 5 signed voluntarily and that each of the witnesses in the presence of the Testatrix, at her request, and in the presence of each other signed the Will as a witness and that to the best of the knowledge of each witness, the Testatrix was at that time eighteen (18) years or more of age, of sound mind and under no constraint or undue influence. TESTATRIX WITNESS Subscribed and acknowledged before me by MURIEL L. WOODS, the Testatrix, and subscribed and sworn to before me by ,~/¥'/~D,4/ /-., /3~/7'C/¥E=4/-- and //~.~ ~' ~ , the witnesses, all personally known to me, on t'his _~,~,/'~'~lay of May, A.D. 1998. P. B. H0wfll, Jr , MY COMMISSION I CC556208 EXPIRES ~st 22. 2000 ~0~'0 ~Hlltl TRO/r~l INSUI~IC~. iNC. NOTARY P/~IC. My Commission Expires .~_~/.~-~.- 6 THE REVOCABLE L~VIN~ TRUST THIS DECLARATION OF TRUST, ia signed in duplicate in the City and State, by the Settlor and the Trustees aa sro stated in Article t6. The term "Trustee" includes Trustee and successor Trustees. Wherever the context requires, the singular Includes the plural, and the mascu line Includes the feminine and neuter. ARTICLE 1. Settlor'a Powers: A. During Lifetime: The Settler reservss the right at an), time or from time to time to amend or revoke this Trust In whole or in part, by written Instrument duly executed a~d delivered to the Trustee, and to add, substitute or remove any trust property. Upon revocation of this Instrument in its entirety, the Trustee shall deliver to the Settlor, or as directed In the instrument of revocation, all property held subject to this Trust. B. By Will: The Settlor reserve the right to add properly to this Trust by Will. ARTICLE 2. Trust Property: The Settlor has delivered to the Trustee all of Settlor's interest in the property described in ARTICLE 17. The Trustee acknowledges receipt of such property and agrees to hold in trust, manage and distribute the property and property later added to the Trust by the Settlor, or any other person, or by any other means, as provided In this Trust. ARTICLE 3, Disposltive Provisions: A. During Settlor's Lifetime: During the Settlor's lifetime, the Trustee shall pay to or for the beneflt of Settlor all of the net income of the Trust Assets, in at least quarter-annual payments, and so much of the principal of Settlor'a share aa Settlor may from time to time direct by written Instrument delivered to the Trustee. B. Up'on Death of the Settlor: Upon the death of the Settlor, the Trustee shall from the decedent Settlor's share: I. Pay all just debts, expenses of last illness, and burial expense to the extent that these Items shall not be paid or the responsibility for their payment be assured by some other person or estate. 2. Regardless of anything in this Trust to the contrary, the Trustee shall not pay any debts or expenses or any estate or inheritance taxes, or satisfy any creditors' claims, If any, from any funds or property which are exempt from federal estate taxes pursuant to IRC 2039, received as an annuity payment qualified retirement plan, or distribution under · trust forming part of a pension, stock bonus, or profit-sharing plan meetli~g the requirements of Section 401 (2) of the Internal Revenue Code of 1954 as amended, or under a retirement annuity contract ptlrchased pursuant to a plan described In Section 403 (2) payment or distribution of which is designated, to be made to the Trustee of this Trust. 3. The term "Issue" or"llneal descendants" as used in this Trust shall mean lawful descendants by blood or by adoption. The term "minor" shall mean any person who has not reached the age of twenty-one (21) years. ARTICLE 4. Trustee's Powers: The Trustee shall have the followir~g powers, which are in addition to all common law and statutory powers, and In addition to all ortner powers granted to the Trustee by this Trust, which shall continue after the termination of any of the trusts crested by this Trust for the purpose of the dlstrlbution of all or any portion of the trust property, and which may be exercised at any time by the Trustee without approval from any Court: A. To purchase or sell public or private sale, or to exchange, grant options to purchase, lease, pledge, improve, repair, manage, insure, operate, control, and mortgage, in such manner and on such terms as the Trustee in the Trustee's sole discretion may deem advisable, any property, real or personal, which at any time may constitute a part of the trust property. B. To purchase any assets from Settler's estate at fair market value in such quantities as the Trustee deems advisable, and to loan all or a portion of the trust property to Settler's testamentary estate, upon such terms and in such amount as the Trustee deems advisable, and with or without taking security. C. To borrow money for any purpose, with or without security and to pledge securities or other property, wilhout regard for the term of the trust(s). D. To execute all deeds, assignments, mortgages, leases or other instrument~ necessa~/, or proper for the exercise of any power granted to the Trustee. E. To invest or reinvest In and retain as an investment any property which in the opinion of the Trustee is suitable for the purposes of the Trust, although of kind or any amount which otherwise might not be regarded as a proper trust investment, and specifically, but without Ihnltatlon, to invest in one or more mutual funds; provided, however, that Settlor may specify in a writing delivered to any 2 Trustee other than Settlor the kind, amount and date of any investment of all or part of the Settler's share of the trust property to be made by the Trustee and the broker-dealer or registered representative through whom the investment shall be made. F. To enter into. any withdrawal plan with any mutual funds authorizing payment to the Settlor or to any other beneficiary of a specified monthly or quarteHy amount payable from Income dividends, capital gains distributions, and, to the extent necessary, from the proceeds of liquidation of shares of any mutual fund, to e~ter into any accumulation plan with any mutual fund authorizing re!.nvnstment of Income dividends and capital gains distributions and permitting further periodic or other investments in any mutual fund, to deposit shares of any mutual fund with a custodian or other agent, and to keep any or all securities constituting a part or all of the trust property in the name of a custodian or other agent pursuant to any withdrawal plan or accumulation plan. Neither the custodian nor other agent, nor the fund, nor its transfer agent ettall be under any duty to inquire beyond the provisions of this subparagraph into the powers or duties of the Trustee, and to that extent the provisions of this subparagraph shall supersede any other provisions of this Trust. Neither the custodian, nor other agent, nor the fund, nor its transfer agent shall be required to see to the application of any payments made pursuant to any withdrawal plan, nor sttall they assume any responsibility for the validity of this Declaration of Trust or any of its provisions. G. To vote either in person or by general or limited proxy, or to refrain from voting, any corporate stock for any purpose not Inconsistent with the trust(s) as will in the sole discretion of the Trustee be most beneficial for the Settlor during life, and thereafter for the named beneficiaries. H. To deposit any securities constituting a part or all of the trust property with or under the direction of any committee formed to protect the securities and to participate in, consent to or carry out any reorganization, consolidation, merger, liquidation, readjustment of the financial structure, or sale of the assets of any corporation or other organization and to exercise conversion and subscription rights, and hold any property received pursuant to any exchange, deposit, conversion or subscription as part of the trust property. I. To keep any or all securities or other property constituting a part or all of the trust property in the name of another person, or of a partnership or corporation, or In the name of the Trustee, or of any one or more of them, without disclosing their fiduciary capacity. J. To determine how all receipts from any source and all disbursements for any purpose shall be credited, charged or apportioned between the trust property and the income of the trust property, all without regard to general rules of law, and specifically, but without limitation, to make that determination in regard to stock and cash dividends, Hghta, and all other receipts in respect of the ownership of stock. K. To purchase or retain stock which pays dividends In whole or in part, otherwise then in cash. L. To pay, prosecute, extend, renew, modify, contest or compromise, upon such terms as the Trustee may determine, and upon such evidence as the Trustee may deem sufficient, any obligation or claim, including taxes, either in favor of or against the trust property, or the income of the trust property. M. To employ attorneys, banks, brokers, custodians, ii, vestment counsel and other agents, and to delegate to them duties, rights end powers of the Trustee, including, among others, the right to vote on shares of stock constituting a part or all of the trust property, for periods and purposes as the Trustee, in the Trustee's sole discretion, may deem advisable. Any Trustee shall be eligible to be so employed and to receive and retain reasonable compensation or commissions for services rendered, the same to be in addition to the compensation which such Trustee would otherwise be entitled to receive for services as a Trustee. N, To receive property in trust from the Settlor, or from any other person, whether by will or otherwise. O. To determine whether a;td to what extent income of the trust property shall be transferred to the trust property with respect to the amortization, depreciation or depletion of any of the trust property, all without regard to the general rules of law on the subject, P. To hold, manage, inve~t and account for the principal of each trust under ARTICLE 3 either as a separate fund or co-mingled with the principal of any or all of the other trusts as a single fund, as the Trustee in the Trustee's sole discretion may determine, and if co-mlltgled as a single fund, making the division only upon books of r~ccount and allocating to each trust Its proportionate p.art of the principal and income of the common fund, and charging against each trust its proportionate part of the common expenses, which expenses may be further apportioned between the income and principal of each trust under sub-paragraphs (j) and (o). Q. To buy, sell and trade in securities of any nature, Including short sale~, ~n margin, and for such purposes may maintain and operate margin accounts with brokers, and may pledge any security held or purchased by them with such brokers as security for loans and advances. At any time that the Settlor or any successor Trustee is acting aa a Trustee, the sole signature of · Settlor or of a successor Trustee as a Trustee shall be sufficient to execute proxie; or powers of attorney to vote any securities or represent the Trustee as the holder or owner of any securities or other assets, to execute stock powers or other endorsements of securities or any other negotiable instruments registered, issued or drawt~ In the name or to Ihs order of the Trustee for the purpose of affecting assignment, transfer or delivery, and to sign checks or orders to pay on deposits, accounts or credit balances of the Trustee for the purpose of affecting assignment, transfer or delivery, and to sign checks or orders to pay on deposits, accounts or credit balances of the Trustee with any bank, banker, broker or trust company. No person or corporation dealing with the Trustee shall be required to investigate the Trustee's authority for entering into any transection or to see to the application of the proceeds of any transaction. ARTICLE 5. "Settler's" Corporations. If at the time of Settler's death, Settler's share of this Trust is composed of any stock in a corporation that has continued its election to bo taxed under Section 1371 through t 379 of the Internal Revenue Code of `1954, as amended, then file Trustee may, in the Trustee's sole discretion, within two {2) years of the date of Settler's death, affirmatively refuse to consent to the continuation of such election, and the determination of the Trustee shail be binding upon all persons having any Interest under this Trust. The Trustee is authorized, in the Trustee's sole discretion, to cause at~y corporation whose shares are being held as an asset of the Trust to be taxed pursuant to the provisions of Section `1371 through `1379 of the Internal Revenue code of '1954, as amended. ARTICLE 6. Payments to Persons Under Disability: Whenever the trust property or any Income of the trust property shall become payable, or is required to be paid pursuant to the provisions of ARTICLE 3 to a minor or to a person not adjudicated Incompetent but who by reason of illness or mental or physical disability or Incapacity Is under such disability, the Trustee upon receipt of a written certificate to that effect from the beneficiary's physician, or if the beneficiary has no physician or the physician is unavailable, from a licensed medical doctor of the Trustee's own choosing, then payment may be made in Trustee's sole discretion: (a} directly to tho beneficiary; (b) to the legally appointed guardian or conservator or other legal representative of the beneficiary; (c) to some near relative of the beneficiary to be applied for the beneficiary; or, (d) by expenditurs by the Trustee for the support, maintenance, education or medical care of the beneficiary, and the payment or expenditure shall be · full release of the Trustee in each instance. In the event of Incapacity or disability of the Settlor, the Trustee may, In the 6 Trustee's discretion, continue any plan of charitable giving Initiated by the Settlor. ARTICLE 7. Distribution of Trust Property: When distribution of trust property is made pursuant to any provision of this Trust, the Trustee Is authorized and empowered in the Trustee's eels discretion, to make distribution in kind or In cash, or partly in both. The determination of the Trustee as to the value of any property for the purpose of any distribution shell be binding and conclusive upon all persons who are then or may later become entitled to share in the trust property. ARTICLE 8. Trustees: Any Trustee may resign at any time by giving at least thirty (30) days' written notice of its intention to do so, delivered personally or by registered mall to the remaining Trustee, or If none, to at least one beneficiary. In the case of death, resignation, disability or Incapacity of any prior Trustee, established by receipt of a written certificate to that effect from the prior Trustee's physician, or if none, or If unavailable, from a licensed medical doctor of the Successor Trustee's own choosing, the person or organization named in the next succeeding item of ARTICLE 16 A shall be the Trustee, and the person or organization named in the following item of ARTICLE 16 A shall be the successor Trustee. Any Trustee may, in the Trustee's discretion, appoint a Co-Trustee. The last successor Trustee may appoint a successor Trustee. Any successor Trustee shall be deemed to be in office and entitled to act upon delivery of Its written acceptance of this Trust to an acting Trustee, or if none, to at lease one beneficiary. Any Co-Trustee may delegate his or her powers in writing to the other Trustee for a period not to exceed six (6) months, may revoke that designation, and may successively renew It. Any successor Trustee shall have all the powers, immunities and discretions given to the original Trustee. No Trustee shall be required to give bond for the performance of his or her duties, or if required by law, no surety shall be required on such bond. No Trustee shall be liable for anything done or omitted to be done In good faith, nor for any acts of any Co-Trustees, nor for the acts or omissions of any agent appointed with due care, nor for anything other than its own willful default or gross negligence, The original Trustee hereunder shall not be entitled to any compensation for his services, but any successor Trustee shall be entitled to reasonable compensation for the Trustee's services (other than any child/beneficiary of the Settlor), and to reimb~Jmement for expenses. ARTICLE 9. Taxes: On the death of the Settlor, file TruStee shall pay out of Settler's share upon the request of the legal representative of Settler's probate estate, if any, such sums ae the representative shall state to be necessary for payment of federal estate taxes and state taxes resulting from Settler's death, whether or not attributable to property subject to probate administration or any other expenses Incurred in the settlement of Settler's estate. If at the time of Settler's death, the Trustee holds as part of Settler's share of the trust property United States Treasury Bonds redeemable at par for the payment of federal estate taxes, then regardless of anything in this Trust to the contrary, the Trustee shall apply such bonds unto the whole thereof to the payment of federal estate taxes due by reason of the Settler's death. Any taxes on future or contingent interest may, In the Trustee's discretion, be settled or compromised and paid at any time or times before those taxes become due. In the event that no representative of the Settler's probate estate is appointed, then the Trustee shell In his sole discretion determine the sums payable for these purposes. ARTICLE 10. Insurance: The Settlor may deposit with the Trustee any policies of Insurance owned by Settlor, but at any time before Settler's death the Settlor depositing the insurance shall have the right to withdraw any or all of such policies from the possession of the Trustee for any purpose. During the life of the insured Settlor, the Trustee shall be under no obligation to pay premiums on any policies deposited with him or her, or it. After the Insured Settler's death, the Trustee shall make a reasonable effort to collect the proceeds of ar~y policies o1' insurance. The Trustee may obtain reimbursement out of the trust property for any advances made or expenses incurred in attempting to collect insurance proceeds. No Insurance company shall be responsible for the execution of any provisions of this Trust. Upon the death of the insured Settlor, the Trustee shall allocate the proceeds of all insurance policies equally between the designated beneficiaries. ARTICLE 11. Place of Execution and Selection of "altus": The Trust Is executed within and shall be initially governed by the laws of the State of the Settler's residence as of the date of the execution of this Trust, and all Hghts of the persons who now or later may become entitled to share in the principal or income of the trust property shall be determined in accordance witl~ those laws until selection of other "situs" has been made. The Trustee shall select that "situs" as, in the Trustee's sole opinion, best carries out the Settler's purposes, and may change "situs" Whenever it seems best to the Trustee, regardless of anything in this Trust to the contrary. ARTICLE 12. Trustee Amendment of Administrative Provisions: The Trustee may, upon giving notice to each beneficiary, amend, either in whole or in part, any administrative provision of this Trust which causes unanticipated tax liability, or conform the administrative provisions of the Trust to the requirements of the taxing authorities. The Trustee is therefore, expressly authorized to enter into any agreements with the Internal Revenue Services or any other governmental body and to execute any documents as will, in the discretion of the Trustee, tend to minimize the taxes resulting from this Trust. 7 ARTICLE ~3. Construction: The paragraph headlng~ used are for convenience only and shall not be resorted to for Interpretation of this Trust. If any portlort of this Trust Is held to be void or unenforceable, the balance shall nevertheless be carried Into effect. ARTICLE 14. Certified Copies: To the same effect as if It ware the original, anyone may rely upon a copy certified by a notary public to be a tnJe copy of this Declaration of Trust (and attachments, if any). Anyone may rely fully upon any statements of fact certified by one who appears from tho original Declaration or any executed counterpart or a certified copy to be the Trustee. ARTICLE 15. Purpose: The purpose of this Trust, among others, ie to provide for the management of Settler's assets, both presently and durhlg any future period of disability, a preferred alternative to guardianship proceedings, and a simplified means of accomplishing both lifetime and death transfers of those assets. ARTICLE ~6. Essential Information: A. Place of Execution and Names: t. City and State: Leeeburg, Florida 2. Settlor: MURIEL L. WOODS 307 Hawthorne Boulevard Leesburg, Florida 34748 3. Original Trustee: 4. First Successor Trustee: DAWN L. GIBBS 18870 Painted Leaf Court Jupiter, Florida 33458 RONALD L. GIBBS 18870 Painted Leaf Court Jupiter, Florida 33458 5. Second Successor Trustee: SHARON D. GULICK 450 Windsor Harlsyevllle, PA 19438 B. Final Distribution shall be as follows: 1. Upon the death of Settlor, the Trustee shall sell or liqudate al! of the rest, residue ~nd remainder of the trust assets, for the best prices obtainable, within the Trustee's sole Judgment and discretion, and pay over the net proceeds therefrom 8 (after the deduction of all costs and expenses, Including costs of administration), in equal shares, to such of Settler's children as shall survive her. The names and present addresses of Settler's children are as follows: GERALD C. BAILEY, of Poet Office Box 183, Wesfford, Vermont 05494; DAWN L.. GIBBS, of 18870 Painted Leaf Court, Jupiter, Florida 33458; SHARON D. GULICK, of 450 Windsor, Harleysvlllo, Pennsylvania 19438; JUDITH A. HERR, of 81~3 Breeze Drive, Lake Villa, Illinois 60046; and MARILYN NAUMOVITZ, of R.D, 4, Box t48 BB, EIIsworth, Maine 04605. ARTICLE t7. List of Entrusted A~ (See Schedule A). Signed and Dated this day of May, 1998. MURIEL L. WOODS As Settlor This instrument, consisting of ten (10) typewritten pages, was, this ~_..'~ day of May, 1998, signed, sealed, published and declared by said Settlor as and for her Declaration Of Trust, in the presence of each of us, who, at her request and in her sight and presence and In the presence of each other, have hereunto subscribed our names as witnesses thereto, we and each of us believing the said Settlor to be of sound and disposing mind and memory at the date hereof. STATE OF FLORIDA: COUNTY OF LAKE: We, MURIEL L. WOODS ...... ,~,z/~_~O~ -/ '/~/?_..c',/_~/__~_C4:_ .... , and ..... ./["/~ ~ /--~$~:~.V' ........ , the settlor, and witnesses respectiv~i*~ whose names are signed to the attacYted and foregoing Instrument, being first duly sworn, do hereby declare to the undersigned officer that the Settlor signed the instrument as her Declaration Of Trust and that she signed voluntarily and that each of the witnesses in the presence of the Settlor, at her request, and in the presence of each other signed the Declaration Of Trust as a witness and l.hat to the beat of the krtowledge of each witness, the Settlor was at that time eighteen (18) yearn or mom of age, of l~und mind and w~der no ~onstrairl~pr SETTLOR WITNESS Subscribed and acknowleciged before me by MURIEL L. WOODS, the Settlor, ~nd subscribed and sworn to before me by _ __ and ,~',,~¥' ,/..,g*_~,,.~,-~ , the witnesses, all personally known to me, on thi's ~day ~f May, A.D. 1998. .~ P.B. Hewdl, Jr ~t 22, 2OO0 NOTARY P//~, lC. My Commission .ACCEPTANCE BY TRUSTEE I, DAWN L. GIBBS, having been named and appointed aa Trustee of the Muriel L. Woods Revocable Living Trust, Dated May 6, 1998, do hereby agree to serve as such Trustee to the best of my ability, and in accordance and in compliance with the terms and provisions of said Trust Declaration and the applicable laws of the State of Florida. DATED: May_~.~, 1998 t0 ./ Morgan 'Stanley July 7, 2003 Muriel Woods Rev. Trust Dawn L. Ca'bbs Trustee 557-026701-080 To whom it may concern: e0as~ be' .advised a~atement for August 2002 was not issued to account 557.0 unel Woods Revocable Trust, due to the fact there was no activity in the during the month. Statemeats for standard retail accounts are only generated calendar quarter unless there is activity. It' you have any timber questions, please don't hesitate to :all. Sincerely, Joan Brust Cli~t Servie~ Associate :jb 440 Ro),,I Palm 'sO'ay, $;dte 201 Palm Be'ack FL 5141~0 roi! t). 8¢X, 501 405 r~ 561 832 .i900 fax 561 822 49,5.5 5701- aec, ount ot the ; lorga Stanley o, Your Finmcia] ~ . FOR MOtH ENDING ~EPTEMBER 3~, ~2 ~8~T DEN~S~ · PA~E; OF 3 ASSISTANT WCE PRESIDEI/T MORGAN STANLEY 440 ROYAL PALM WAY SUITE 20! PALM BEACH, FL 33480 (561) 822~900 I,.Ii.,L,II,I.,,I,I.,,I,I.II...I,f.I...I.I,.I...ii,..ii..iM 00~7019.:S 2 ,iV 0.503 *02 11 3,62 MURIEL WOODS REV TR DAWN L GIBB~ TrEE DTD 1611 SE SIMMONS STREET PORT SAINT LUCIE FL 34952-6574 $$7 Account Numbe~ 557 028701 074 ASSET DETAILS ~ U ~;~ 6~ ' ',,~- H ~ ~,.~..- ?~ :[~.:~% ~ ~::~,:.._,.. ~. Current DivMefld .... -' ~' ,'. ........ ,..,'~'~ S mol P J ' ate . Cap ~i~ Fo~ Pla~ - C ~i n i ........ · $. 05 ~T ' ' ' .... ';%' --' ~:~- Val~e DAILY A~TY DET~I.~ · . _Pr~ Amovnt 9-/,OG Htthdra~al C~QSZNC B~I.A/~.~ ~ ~ 8/32 B~Ez ~ ~ TST DA~ ~T: o19o~169S01~ 9.2~ *6,278.63 ~0.147 ~ ~ ~T B 13.61 +~,376.31 C~sh Balance '~.q7~.O& Investments and services are offered through t%~o,~:..~n Stanley DW Inc. member S~P(; Morga Stanley MURIEL ~K:~ODS R~V TR STATEMENT OF YOUR ACCOUNT FOR MONTH ENDING SEPTEMBER 30, 2002 PAGE 2 OF 3 Account Number 557 O267O! 074 DAILY ACTIVITY DETAII_~ Date Activ~Y Ouantity 9/O& So:ld 159. 070 Sold 1 $7.~r). 245 Sold 305.758 9,/'30 DLv/~d 7.~8~ Ca.~ Dezcril~tjgq P'_]Cr~ ~_ount Balanc~ TOT~ ~ ~T B 21.86 +1,&00.86 -2,874.20 ~V ~ G 1.~ *2,402.73 ~71.47 ~~ ~ · 6.26 *3,X6Z.76 ~V~ ~ ~~ B 37.~ +11,268.~ '20,0~.S1 ~ ~ ~ 1.OQ -20,0~.00 +.S1 ~ ~T ~ 1.00 +7.~ .OQ LZ~ ~ ~ 1.00 -7.~ K~,~ & _ .Do .00 YTD YTD YTD Dividends CaD Gains Taxes 0.00 0.00 ' 0.00 0.00 0.00 0.00 0.00 0.00 0.00 O.O0 0.00 0.00 0.00 O.O0 0.00 O.O0 O.UO O.O0 O.OO O .00 O. O0 0.00 O.O0 O.O0 7.~8 0.00 O.O0 4&. &O 297 . ~3 O · O0 Features Tuttle-Yeisley Funeral Home Kenneth E. Yeisley, Director 5 Susquehanna Avenue · Re. Box 936 · Hallstead, PA 18822 (570) 879-2287 September 9,2002 Mrs. Dawn Gibbs 1611 S. E. Simmons Street Port St. Lucie, FL 34952 Funeral Services for Louise (Muriel) Bailey Date of Service--September 6, 2002 Services Selected: Professional Services Faciliti,as and Equipment Automotive Equipment $1,235.00 404.00 490.00 $2,129.00 Merchandise Selected: Casket 20 Ga. Bronze Trindex Conoreta Gravelin~r Register Book Tharnk You Notes, ~ Boxes, 356 & $67 Memorial Folders, 5822, 50 Printed Additional 25 Folders 680.00 625.00 21.00 12.00 18.00 6.00 $1,362.00 Cash Advanced: Cemetery Grave O~ening Death Certificate.~-12 PA Organist Clergy Offeri[tg 400.00 24.00 50.00 80.00 Pa~nent Received l~epcember 5, 2002 Balance Due Oct. 25, ;.002 Received paymen: of $172.00 in full. $ 554.00 $4°O45.00 -3,874.00 ~ 171.00 ,P.O. BOX 67015 HARRISBURG, PA 17106-7015 RETURN SERVICE REQUESTED 09.04.02 35180708-77 1 Dawn Gibbs 1611 SE WIMMONS ST. PORT ST. LUCIE FL 34952-6574 NATIONAL RECOVER Y AGENCY INC. FULL SERVICE COLLECTION AGENCY (717) 540-5605 (800) 3604319 IN RE: EAST PENNSBORO AMBULANCE AMOUNT DUE: $ 70.00 ACCT#: 02-812 DATE OF SERVICE: 03/2~02 SEND TO: N~4 TIONAL REC OVER Y ,4 GEN(.'Y P.O. BOX 67015 Harrisburg. PA 17106-7015 I,,,111,,,I,,,1111,,,,11,,1,,,111,,,,,,11,1,1,,,,11,1,1,,11,,I Dear Dawn Gibbs, Your account(s) remain unpaid and ~ve have not heard from you concerning >'our rights under Fcdcml Laxv. Therefore, you must pay your debt(s) in full and/or contact this office withiu ten (10) days to resolve this matter. we not hear from you, we will have to decide what steps should be taken to collect tiffs (these) account(s). Please note that your account(s) may be reported to the Credit Bureaus. Below is a listing of all accounts included in the amont due. EAST PENNSBORO AMBULANCE 02-812 03/20/02 $ 70.00 Should ***Additional amount not reflected above: $ .00 Please contact your account representative, Mr Green at extension 3012 regarding this account. Your paylncnt should be made directly to this officc for prompt credit to your account. A twcnty-dollar service charge will bc added to all checks returned to us by our bank. Should you desire a receipt, a self-addressed, stamped envelope is required. The purpose of this communication is to collect a debt and any information obtained will be used for that purpose. This conununication is from a debt collector. Sincerely, NATIONAL RECOVERY AGENCY NRA/ALS-77 ID Number: 35180708 S~C~ City Other clothing by law or by a cememT or crem~ory to use any items, we will You do not have Io pay for emhaim- explain why below. Date of Death ']' .9 · '-' ~ Crcm~tloo urn ................... I__ (Description) OTHER TOTAL MERCHANDISE SELECTED .................. C: SPECIAL CHARGES:: Forwarding of remains lo (Funeral Home) Receiving of remains from : · (Funeral tlomc) - Immediate Burial ................. · · Direct Cremation ..... ............ SUB-TOTAL OF SPECIAL CliARGES ................ D. CASll ADVANCED Opening Grave .................. Cemetery Equipmcm .............. Lot and Deed .................... Newspaper Nmiccs--Locaf ......... Newspaper Notices--Out-of-town .... Telephone & Telegrams ........... Airfare ......................... Clergy/Mass Offering .............. Pallbearers .................. Certified Copies of thc Death Certificate ................. PoLice Escort .................... Flowers ........................ Vault Service Charge .............. SUB-TOTAL OF ADVANCES ....................... We charge you for our services in obtaining: (specify cash advances that are marked-up) ~ from'the date of this a$reemem.,I wiU arm ,~ SUMMARY OF CIIARGES A. Profcssional Services, Facllilics and Equipment. and Automotive ..... $/,' 'i' . Equipment ................. '~, B..Metchandise ..................... ' :!".' C. Special Charges .................. $__ .~:: ,,t ~'. D. 'Cash Advances ................... $ '~- ':~ '/ · '""" ' ' ;i; TOTAL OF ALL SECTIONS ............. i .......... $)'" '/'/ ,.' PAID AT TIME OF OR PRIOR TO . . ' :i . "ARRANGEMENTS.... '~?. ~. '.~. BALANCE DUE.... ............................... $ ~'? ' ·REASON,FOI~ EMBALMING ' · . :.If an)' ~aw, cen~etery, or cregJato/y, requirements have required the purchase of an}' of.tbeitetm, iisted above the law or requirement is explained below. i;,':: .... ' '~.-~;,: . g to the arrangements I have requesled. I acknowledge have sufficient funds available for payment of the cash price [or the goods ys. I agree to be Jointly and severally liable with anyone else wh. lO ...... per year will be applied to the unpaid balance beginning days Director all tea$onsble costs paid by the Funeral Director to coUect amounts I owe under this agreement. ar merchandise ordered or requeslcd after the date of this agreement will on the final bill or stalement. _!'~.2:.I" '"~ /J 0.~ '~' · ::~.'; !:. .. .,,'. .; . ' / ::"':="'" ,,-J':" i(: ~' ' · (Liccn~'d Funeral I/lir¢clo0 Tuttle-Yeisley Funeral Home Kenneth E. Yeisley, Director 5 Susquehanna Avenue · P.O. Box 936 · Hallstead, PA 18822 (570) 879-2287 September 9,2002 Mrs. Dawn Gibbs 1611 S. E. Simmons Street Port St. Lucie, FL 34952 Funeral Services for Louise (Muriel) Bailey Date of Service--September 6, 2002 Services Selected: Professional Services Facilities and Equipment Automotive Equipment $1,235.00 404.00 490.00 $2,129.00 Merchandise Selected: Casket 20 Ga. Bronze Trindex Concrete Graveliner Register Book Thank You Notes, 2 Boxes, 356 & 567 Memorial Folders, 5822, 50 Printed Additional 25 Folders Cash Advanced: Cemetery Grave Opening Death Certificates--12 PA Organist Clergy Offering 680.00 625.00 21.00 12.00 18.00 6.00 Payment Received September 5, 2002 Balance Due $ 400.00 24.00 50.00 $ 80.00 $1,362.00 $ 554.00 $4,045.00 -3,~74.00 $ 171.O_~ .Ma orOare MANORCARE GA~P III1 .1.700 MARKET STREET CAmP HILL, PA .170l ( 7]. 7 )--737-:3551 DAWN GIBBS FOR MURIEL WOODS 1611 S.E. SIMMONS ST PORT ST LIJCIE, FL 34952 t'I.: IVATE ROOM 2'i.;3 -(2 WOODS, MURIEL DATE OF SERV,CE I CODE1 o~lOilo~ o~/~/o~ e~/2~/o~ 08/19/02 11100 BEAUTY AND ~ARF:ER 09101_~.!~/?0!"~ ADV ROOM CHARGE -~1o~" 5[] IVI[;I'] f l~t'll~ff~l'l ~ BALANCE FORLJARD PAYMENT PAYMENT PAYMENT ( QTY i ) .30 0 ~, Y '.:; ,", l" .19 E~. 00 UNPAID- 1.c';.,,.~*'.. ON '.];t>250' .18 S, , c,, 40 . 0 0 .-~ .~ -~ ,-> 16.97 PAYMENT DUE IJPnN. ,.,_rt~r[2TpT'.. · _,09 9 '~ /',,L IH'~F .NeighborC re® STATEMENT OF ACCOUNT 3419 CONCORD RD. YORK PA 17403 FOr the acCount of 888-565-6708 ACCT.# SIGNATURE EXR OATF gOODS, MURIEL 19 1200 MCHS CAMP HILL STATION : 2 [] Indicate Change el Address on Reverse CustomerNo. 50022 MURIEL WOODS CI0 DANg 6IBBS 1611 SE SIMMONS ST PORT ST LUCK, FL 34952 08/02/02 R5234786 CHARGE 08113/02 08/15/02 08/19/02 08/19/02 08/19/02 08/30/02 R5303923 CHARGE R5303923 CHARGE R5303921 CHARGE R5327651 CHARGE R5327653 CHARGE R5234786 CHARGE BILLING DATE: 08/31/02 CHECK# AMOUNT PAID SEND PAYMENT NEIGHBORCARE PHARMACY P[~ BOX 20347 LEHIGH VALLEY PA 18002-0547 P/L'Dt;t? th~lum 7his I 'othon Of ¥~t/t Ih# P[5ttl YDi// I ,l+lqiual[.l~- DIGITEK (DIGOXIN/LANOXIN) (125MCG) 0.125MG TAB (RP:LANOXIN (DIGOXIN)--) DAYS SUPPLY: 28 NDC: 51079-0945-20 COUMADIN 4MG TABLE[ DAYS SUPPLY: 28 NDC: 00056-0168-75 COUMADIN 4MG TABLET DAYS SUPPLY: 28 NDC: 00056-0168-75 COUMADIN 3MG TABLET DAYS SUPPLY: 28 NDC: 00056-0188-75 COUMADIN 3MG TABLET DAYS SUPPLY: 28 NDC: 00056-0188-75 COUMADIN 4MG TABLE'[ DAYS SUPPLY: 28 NDC: 00056-0168-75 DIGITEK {DIGOXIN/LANOXIN)(125MCG) 0.125MG TAB (RP:LANOXIN (DIGUXIN)--) DRYS SUPPLY: 28 NDC: 51079-0945-20 SUBTOTAL RX CHECK ONE: 28 16.56 8 14.97 8 14.97 20 31.81 12 20.67 16 26.44 28 17.80 143.22 08/26/02 R5234784 CHARGE ACE[AMINUPHEN 325MG TABLET (RP:'rYLENUI_) DAYS SUPPLY: 2 NDC: 63739-0002-0i SUB]'OTAL O] [: 30 5.39 5.39 SUB'[0'I'gL CHARGES 14~.61 Dalance Fo~ard 185.24 N~C~ 148.61 lCu.enl I Ore! ~ 148.61 185.24 ! F~a~e Char~s ~ Payl~nls 0.00 / 0.00 IOver ~ [Over ~ Days DR. ERIC BINDER PHARMACY NABP: 3972634 FOR PATIENT : WOODS, MURIEL CUSTOMER TYPE: INCOMPLETE ACCT STATUS : NeighborCare' 19 1200 OFFICE HOURS: MONDAY - FRIDAY 8:30 AM - 5:00 PM ES] PHONE. 880-5 ,J-R Returned checks are subject lo a minimum $15.00 processing foe. CUT FLOk~ERS ] 150.00 CUT FI.Ob. IERS ~ ~00.00 CUT FLOUERS I 20.00 CUT FLOI4ERS I ,ci'R.O0 CUT FLOI,.1ERS :[ ) 2. O0 "[.', ITEM C'[ 5 09-0,1-230 .z 05:05F'I'l C~a~o H."II, I"e)~mlg,e~ 1701 I 7-7.17 .g~,, i 7]7-7~7 21~ Fax Dawn Gibbs RE: Mm'~el Woods 1611 SE Simmons Street Port St. ]...ucie, FL 34952 Februa .fy 19, 2003 Dca' Ms. (nbbs. Thi~ letter is to explain the amom~/.hat we axe~tj~ting to your-accoum. Thc cunent amoum dt]:~ i~ ~,075.53. At yo~ request W~u~ flint ~]~l ~O $5,000.00. Once we receive your ch~k br ~.~11 ~~,~.00~ .~l~ our bank, we Mil ~te-off~e ~~ ~o~ getting: this ~co~t clx& '~'~ Y~ P~ ~ ~is~lce in Sincerely, .4 ,,,t Daniel W. I~itzel III, MAP.., NI'.IA Administrator Cc. Sy!v~a Messina Fiic o'~ HCR M,mor C,~,e Comp,u~V COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003167 CHASE ALBERT L ESQ SUITE 137 2031 NORTH BROAD STREET LANSDALE, PA 19446-1003 ........ fold ESTATE INFORMATION: SSN: 176-18-5915 FILE NUMBER: 2103-0868 DECEDENT NAME: WOODS MURIEL L DATE OF PAYMENT: 10/23/2003 POSTMARK DATE: 10/21/2003 COUNTY: CUMBERLAND DATE OF DEATH: 09/02/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,263.03 TOTAL AMOUNT PAID: $1,263.03 REMARKS: DAWN L GIBBS C/O ALBERT L CHASE ESQUIRE SEAL CHECK# 217 INITIALS' DO RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS 0000 17013 U.S. POSTRGE PRJO C00PERSBURG,PR 18036 OCT 21.'03 ~OUNT $3.85 000137@5-0! TO CUMBERLAND COUNTY COURT HouSE ONE COURT HouSE SQUARE CARLISLE, PA 17013 BUREAU OF /NDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 CONNONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ALBERT L CHASE STE 157 2051N BROAD ST LANSDALE PA 19~6=i005 DATE 12-15-2005 ESTATE OF WOODS DATE OF DEATH 09-02-2002 FILE NUHBER 2105-0868 COUNTY CUNBERLAND ACN 101 Amount Remitted REV-].6~7 EX AFP HURIEL L NAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701~ CUT ALONG THiS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS -~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF WOODS HURIEL L FILE NO. 21 05-0868 ACH 101 DATE 12-15-2005 TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSF APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks end Bonds (Schedule B) 5. CZosely Held Stock/Partnership Interest (ScheduZe C) 4. Nortgeges/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/His¢. Personal Property (Schedule E) 6. dointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expenses/Adm. Costs/His¢. Expenses (Schedule H) 10. Debts/Nortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Not Value of Tax Return 15. 14. NOTE: ASSESSHENT OF TAX: 15. Amount of Line 14 at Spousal rata 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDITS: PAYHENT I RECEIPI DATE NUHBER 10-21-2005 CD005167 (1) (3) (4) (5) (6) (7) 7;56q.29 .00 .00 NOTE: To insure proper .00 credit to your account, .00 submit the upper portion .00 of this fore with your tax payment. :55;055.00 7,628.00 (9) (10) 6,72q. 03 (11) ~2,~19.29 1~.352.03 28,067.26 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 1,263.052~.~02~.~0.00 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL ZNTERESTo 1,265.05 ANOUNT PAID BALANCE OF UNPAID INTEREST/PENALTY AS OF 10-22-2005 .0O ( IF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) DISCOUNT (+) INTEREST/PEN PAID (-) (15) .00 x 00 = .00 (16) 28,067.26 x 0~5= 1,265.05 (17) .00 X 12 = .00 (18) .00 x 15 = .00 (19)= 1,265.05 (12) Charitable/Govornaontal Bequests; Non-elected 9113 Trusts (Schedule J) (15) . O0 Not Valuo of Estato Subject to Tax (14) 28,067.26 Zf an assessment was issued previously, llnes 1~, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that lnclude the total of ALL returns assessed to date. RESERVATION: Estates of decedents dying an or before December 1Z, 198Z -- if any future interest in the estate is transferred in possession ar enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the CemmOnaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such futura interest. PURPOSE OF NOT[CE= PAYHENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (TI P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of gills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office of the Register of Hills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for fores ordering: 1-BOO-36Z-Z050~ services for taxpayers with special hearing and / or speaking needs: 1-BOO-447-30ZO (TT only). Any party in interest nat satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must abject within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBlO21, Harrisburg, PA 171ZB-lOZ1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered an this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. lB0601, Harrisburg, PA 171ZB-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-ISa1) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the dacadent's death, a five percent (SI) discount of the tax paid is allowed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the sams manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to tho date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. Ali taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO3 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 ZOZ .000548 1987 9X .000247 1999 7Z .00019Z 1983 16Z .000438 1988-1991 llZ .000301 ZOO0 BZ .OOOZ19 1964 IIX .000301 199Z 9Z .000247 2001 92 .000247 1985 132 .000356 1993-1994 72 .O0019Z ZOO2 62 .D00164 1986 102 .000274 1995-1998 92 .000247 ZOO3 52 .000137 --Interest is calculated as follows.' INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELZNI~UENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 0O3716 CHASE ALBERT L ESQ 2031 NORTH BROAD STREET SUITE 137 LANSDALE, PA 19446-1003 ........ fold 'ESTATE INFORMATION: SSN: 176-18-5915 FILE NUMBER: 2103-0868 DECEDENT NAME: WOODS MURIEL L DATE OF PAYMENT: 03/25/2004 POSTMARK DATE: 03/23/2004 COUNTY: CUMBERLAND DATE OF DEATH: 09/02/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $24.40 REMARKS: SEAL !, CHECK# 7130 TOTAL AMOUNT PAID: $24.40 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS PLEASE RETURN THIS PORTION WITH YOUR PAYMENT TO THE REGISTER OF WILLS LISTED BELOW ESTATE OF WOODS ~ MURIEL L FILE NO/SS/N 21 03-0868 ) COUNTY CIJ~ E R L"A~ DATE OF ASS~:F~l"2'~'~8-200 ACN 101 REGISTER OF WILLS R,uc,'.~!; ~CUNBERIJAND CO COURT HOU RO[j!: CARLI~E, PA 17013 '0~ ~AR 25 P~2~4 '04 ?i/ii~ ~ ~5 tTOi3+OOOt i,,,lli,,,lll,,,,,,ti,,il,ii:,,Ih,,li,,,,,,llli:,,,,,ll,lt,,i BUREAU OF ZNDZVZDUAL TAXES TNHERZTANCE TAX DTVTSTON DEPT. 280601 HARRTSBURG,, PA 17128-0601 COHNONWEALTH OF PENNSYLVANZA DEPARTNENT OF REVENUE ZNHERZTANCE TAX STATEMENT OF ACCOUNT REV-1607 EX AFP (01-05) '04 APR ALBERT L CHASE STE 157 20:51 N BROAD ST(,: LANSDALE r~t~.[:l:9 ~46-1005 DATE 04-19-2004 ESTATE OF WOODS DATE OF DEATH 09-02-2002 FZLE NUNBER 21 05-0868 COUNTY CUHBERLAND ACN 101 I Amoun~ RemL~ed HURIEL L HAKE CHECK PAYABLE AND REHZT PAYNENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 NOTE: To insure proper credL~: ~:o your account:, submL~ ~:he upper por~:ion of ~his fore wL~:h your ~cax payment:. CUT ALONG THZS LINE ~ RETAZN LOWER PORT%ON FOR YOUR RECORDS '~ ESTATE OF WOODS MURIEL L FZLE NO. 21 0:5-0868 ACN 101 DATE 04-19-Z004 THTS STATEHENT TS PROVTDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHOWN BELOW TS A SUHNARY OF THE PRZNCZPAL TAX DUE, APPL/CAT/ON OF ALL PAYNENTS., THE CURRENT BALANCE.. AND, TF APPL/CABLE, A PROJECTED /NTEREST FTGURE. DATE OF LAST ASSESSNENT OR RECORD ADJUSTHENT: 12-15-200:5 PRINCIPAL TAX DUE: .......................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): 1,Z65.0:5 PAYHENT RECEIPT DISCOUNT (+) AHOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) .00 10-21-200:5 05-25-2004 CD00:5167 CD00:5716 24.40- 1,26:5.0:5 24.40 IF PAID AFTER TH/S DATE, SEE REVERSE S/DE FOR CALCULATION OF ADDZTIONAL INTEREST. ZF TOTAL DUE IS LESS THAN $1, NO PAYHENT 1S REQU/RED. IF TOTAL DUE 1S REFLECTED AS A 'CREDZT' {CR), TOTAL TAX CREDZT 1,263.03 BALANCE OF TAX DUE .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF TH/S FORH FOR /NSTRUCT/ONS. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NTLLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which Nas not requested on the Tax Return; amy be requested by completing an "Application for Refund of Pennsylvania Inheritance end Estate Tax" (REV-IS15). Applications are available at the Office of the Register of #ills; any of the Z3 Revenue District Offices or from the Department's Z4-hour answering service for forms ordering: 1-800-362-Z0S0~ services for taxpayers aith special hearing and / or speaking needs: 1-800-447-3020 (TT only). REPLY TO: Questions regarding errors contained on this notice should ba addressed to: PA Department of Revenue, Bureau of Individual Taxes; ATTN: Post Assessment Review Unit, Dept. zeD601; Harrisburg, PA 17128-6601; phone (717) 787-6SOS. DISCOUNT: If any tax due is p~id ~ithin three (3) calendar months after the dacedant's death, a five percent (52) discount of the tax paid is allowed. PENALTY: The 152 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed; and not paid before January 18; 1996; the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency; or nine (9) months and one (1) day free the date of death, to the date of payment. Taxes ahich became delinquent before January 1, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 ail1 bear interest at a rate which will vary from calendar year to c~lendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOq ara: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 1982 2Og ,000548 1988-1991 112 .000301 ZOO1 1983 162 .000438 1992 9Z .000247 2002 1984 112 .000~01 1993-1994 72 .000192 2003 1985 132 .000356 1995-1998 92 .000247 2004 1986 102 .000274 1999 7~ .000192 1987 9Z .000247 ZOO0 8Z .000219 --Interest is calculated as follows~ INTEREST = BALANCE OF TAX UNPAID Interest Daily Rate Factor 9X .000247 62 .000164 52 .000137 4Z ,000110 X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. Xf payment is made after the interest computation date shown on tho Notice, additional interest must be calculated.