HomeMy WebLinkAbout04-0899Estate of Bernard E. Nye
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of Bernard E. Nye No.c~
also known as
William K. Nye
Petitioner(s), who is/are 18 years of age or older, apply(les) for:
, Deceased
Social Security No. 178164659
(COMPLETE "A" OR "B" BELOW:)
] A. Probate and Grant of Letters and aver that Petitioner(s) is/are the execut or named in the Last Will of the
Decedent, dated 11/20/1995 and codicil(s) dated
Manufacturers and Traders Trust Company, successor to Dauph n Deposit Bank and Trust Company, renounced its ri,(iht tn
have letters issued in favor of William K. Nye.
State relevant cincumstances, e.g., renunciation, death of executor, etc
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 incapacitated:
B. Grant of Letters of Administration
(c.t.a., d.b,n.c.t.a.: pendente lite, durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse
(if any) and heirs:
Name Relationship ---, -- Residence
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary. ~33 ~
Decedent was domiciled at death in Cumberland County, Pennsylvania, with his/her last family or principal
residence at 321 East Oran,qe Streetr Borough of Shippensbur,q, Cumberland County, PA
(list street, number and municipality)
Decedent, then 92 years of age, died Au,qust 19 ,2004 , at Chambersbur,q Hospital, Chambersbur,q, PA 17201
(Location)
Decedent at death owned property with estimated values as follows:
(if domiciled in PA) AIl personal property ......................................... $ 30r000.00
(if not domiciled in PA) Personal preperty in Pennsyrvania .................... $
(If not domiciled in PA) Personal proper~y in County .............................. $
Value of real estate in Pennsylvania ........................................................................................ $
Total ...... . .......$
Real Estate situated as follows:
125,000.00
155~000.00
Wherefore. Petitioner(s) respectfully request(s) the probate of the Last Will and Codicil(s) presented with this Petition and the grant of letters in
the appropriate form to the undersigned:
I Signature Typed or printed name and residence
I
~ ~.,'~....~:~/~, :~~ William K. Nye, P.O. Box 38, Newbur,q, PA 17240
/
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Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumberland
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.
Sworn to and affirmed and subscribed
before me this --'-~'~ day of
~r. 2004
William K. Nye
DECREE OF REGISTER
Estate of Bernard E. Nve
also known as
Social Security No: 1781646~9
{LAND COUNTY
Deceased
No, q ' oq -gq l
Date of Death: 8/~/'2004 ~ _ ~]
AND NOW, September 2004 , in consi~ration o~l~ne Peti~i,o~
on the reverse side hereon, satisfactory proof having been presented before me, ~
IT IS DECREED that Letters I~ Testamentary I~ of Administration Ln
(c.t.a., d.b n c ; pendente lie; durante ab. sentia- durante minoritate)
are hereby granted to William K. Nye '~ C~c°
in the above estate and that the instrument(s), if any, dated November 20, 1995
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters .................................... $~0~.~. (~
Short Certificate(s) ............... $ I~,.
Renunciation .......................... $ ~. ~
Affidavit ( ) ....................... $
Extra Pages ( ) .............. $ ~ r-~, ·
Codicil ................................. $
JCP Fee ................................. $ 10.00
Inventory & Tax Forms ............. $
Other ...................................... $
TOTAL ............................. $~"~-7/"1L' 0~) ~
RW-7A
Attorney: Joel R. Zullin,qer, Esq.
I.D. No: 17516
Address: 14 North Main Street, Suite 200
Chambersburg
Telephone: 717-264-6029
PA 17201
DATE FILED:
Register of Wills, Franklin County
Estate of Bernard E. Nye
Estate of Bernard E. Nye
also known as
RENUNCIATION
No. l
, Deceased
The undersigned, Manufacturers and Traders Trust Company, Co-Executor named in the will
(Relationship) (Capacity)
the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that
Letters Testamentary be issued to William K. Nye
Witness our hand this ~'~ '~-'~ `' day of September ,2004
(Signature)
Manufacturers and Traders Trust Company, by Alan Rhinehart
55 South Main Street, Chambersbur,q PA 17201
(Address)
(Signature)
(Address)
(Signature)
(Address)
Sworn to or affirmed and subscribed
before me this day of
of
Notary Public
My Commission Expires:
(Signature and seal of Notary or other
official qualified to administer oaths. Show
date of expiration of Notary's commission,)
NOTE:
Renunciations executed outside the Office of Register of Wills are
required in some counties to be notarized.
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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
No,
t~ocal Registrar
Date
Wallace M. Nye
William K. Nye
,,. Sarah Jane West
~. P.O. Box 38, Newburg, PA 17240
Spring Hill Cemetery Shippensbur ,
[] /23/04 ,,,. 2,d. Cumberlan County, PA
JRZ:cb - November 20, 1995
LAST NILLAND TESTAMENT
I, Bernard E. Nye, of the Borough of Shippensburg, Cumberland
County, Pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby declare this to be my will, hereby
revoking any and all former wills and codicils thereto by me
heretofore made.
FIRST
I direct that all my just debts and funeral expenses,
including all expenses of my last illness, shall be paid from my
estate as soon as practicable after my decease as a part of the
expense of the administration of my estate.
8ECOND cJ
I give and bequeath my Westinghouse common stock,~enterIor
Energy common stock, and Michael Baker Corporat~0n common Stock
which I own at the time of my death, to my ' u~
niece, S. Ellen
Coldsmith, if she survives me.
THIRD
I give, devise and bequeath the residue of my estate of every
nature and wherever situate to my grandniece, Nan Brown Hancock,
Page i
Ray Brown, widower of my niece, Bernice Brown, my sister, Jean
Kauffman, my brother, Robert A. Nye, and my brother, William K.
Nye, in equal shares, provided that should the said Ray Brown
predecease me, his share shall be divided equally among my other
remaining beneficiaries named in this paragraph Third. Should any
of the other beneficiaries named in this paragraph Third predecease
me, their share shall be distributed to said beneficiary's issue,
per stirpes, living at the time of my death.
FOURTH
Any fiduciary under this will shall have the following powers
in addition to those vested in them by law and by other provisions
of my will applicable to all property whether principal or income,
including property held for minors, exercisable without Court
approval, and effective until actual distribution of all property:
A. To retain any and all of the assets of my estate, real
or personal, without regard to any principle of
diversification of risk.
B. To invest in all forms of property including stock,
Ce
common trust funds and mortgage investment funds without
restriction to investments authorized for Pennsylvania
fiduciaries as they deem proper, without regard to any
principle of diversification of risk.
To sell at public or private sale, to exchange or to
lease for any period of time any real or personal
property and to give options for sales, exchanges or
Page 2
leases, for such prices and upon such terms or conditions
as they deem proper.
To allocate receipts and expenses to principal or income
or partly to each as they from time to time think proper.
To compromise any claim or controversy.
To distribute in cash or in kind or partly in each.
To hold property in their names without designation of
any fiduciary capacity or in the name of a nominee or
unregistered.
FIFTH
I 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.
SIXTH
I appoint my brother, William K. Nye,
and Trust Company with principal office
County,
and Dauphin Deposit Bank
in Harrisburg, Dauphin
Pennsylvania, as co-executors of this my will.
SEVENTH
No bond shall be required of any fiduciary hereunder in any
jurisdiction.
IN WITNESS WHEREOF, I hereunto set my hand and seal to this
Page 3
my last will and testament, consisting of five typewritten pages,
the first three of which bear my signature in the margin for the
purpose of identification this ~O~ day of
(SEAL)
Signed, sealed, published and declared by the above-named
testator, as and for his last will and testament in our presence,
who in his presence, at his request and in the presence of each
other have hereunto set our hands as attesting witnesses.
We, Bernard E. Nye, _/_~o~=-~. ~u,m~eT~_ , and
--~l~A ~, ~ooK6~S , the testator and the witnesses,
respectively, whose names are signed to the attached or foregoing
instrument, being first duly sworn do hereby declare to the
undersigned authority that the testator signed and executed the
instrument as his last will and that he had signed willingly (or
directed another to sign for him), and that he executed it as his
free and voluntary act for the purposes therein expressed, and that
each of the witnesses, in the presence and hearing of the testator
signed the will as witnesses and to the best of their knowledge,
Page 4
the testator was at that time eighteen years of age or older,
sound mind and under no constraint or undue influence.
Subscribed, sworn to and acknowledged
before me by the above-named testator
and subscribed and s.worn to bef.ore me~.
by the ~b~ove-named witnesses this ~0'~
day of ~ )~ , 19~ 7
(2.
Page 5
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Bernard E. Nye
Date of Death: 8/19/2004
Will No. 2004-00899
Admin. No. 21-04-0899
To the Register:
I certif7 that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphan's Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on 10/15/2004 :
Name Address
William K. Nye Box 38
Newburq PA 17240
Nan Brown Hancock 9064 Possum Hollow Road
ShiDoensburq PA 17257
Ray Brown 318 East Orange Street
Shippensburq, PA 17257
Lee C. Nye 10097 Red Maple Lane
Shiooensburq PA 17257
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except:
no exceptions
Date: 10/15/2004
Capacity:
Signat~Te
Name: Joel R. Zullinoer
Address: 14 North Main Street. Suite 200
Chambersburo PA 17201
Telephone(264) - 6029
Personal Representative
Counsel for Personal
Representative
Bernard E. Nye
Continuation of Certification of Notice Under Rule 5.6(a)
Page 1
8119/2004
Names and addresses
Name
Gay N. Somers
Address
3288 Orrstown Road
Orrstown
PA 17244
S. Ellen Coldsmith
Wayne B. Kauffman
1565 Coldsmith Road
Shippensbu~
Box 16
Saltillo
PA 17257
PA 1725R
Thelma J. Kauffman
Carl M Kauffman
Garnet N. Kauffman
Lois E. Kiessling
Rt. 309-5002 Lot 610
Center Valley
PA 18034
18260 New Cut Road
Mt. Airy
MD 21771
20415 Riverbend Sq. #201
Sterlin,cj
VA 20165
2525 Stillhouse Hollow Road
Shippensbur,q
PA 17257
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
180
1/26/2005
BERNARD E. NYE
21- 2004-0899
JOEL R ZULUNGER, ESQ
14 NOR'IHMAIN ST SUITE 200
JA
CHAMBERSBURG, P A 17201
Qty
3
Fee Description
Short Certificates
Fee
4.00
Total
$12.00
Total:
$12.00
(becks should be made payable to the Register of Wills. Tenns: Net 30.
Please return one copy of this invoice with your payment. Thank you.
REV-1500 EX + (6-00).
OFFICIAL USE ONLY
COMN10NWEAl TH OF
peNNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISB RG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
2 1 -0 4 0 8 9 9
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SOCIAL SECURITY NUMBER
N e Bernard E.
DATE OF DEATH (MM-DD-Year)
1 78- 1 6 - 4 6 5 9
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
DATE OF BIRTH (MM-DD-Year)
08/19/2004 10/12/1911
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
SOCIAL SECURITY NUMBER
[X] 1. Original Return
o 4. Limited Estate !
I
[X] 6. Decedent Died Tes~ate (Attach copy of Will)
o 9. Litigation ProceedslReceived
o 2. Supplemental Return
o 4a. Future Interest Compromise (date of death after 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy oITrus!)
o 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95)
o 3. Remainder Return (date of death prior to 12-13-82)
o 5. Federal Estate Tax Return Required
Q.. 8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (Attach Sch 0)
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PA 17201
BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
COMPLETE MAILING ADDRESS
uire 14 North Main Street, Suite 200
Chambersbur
1. Real Estate (SChedule~) (1)
2. Stocks and Bonds (Schfdule B) (2)
3. Closely Held Corporati~n, Partnership or Sole-Proprietorship (3)
I
4. Mortgages & Notes Reqeivable (Schedule D) (4)
I
5. Cash, Bank Deposits & ~iscellaneous Personal Property (5)
(Schedule E)
6. Jointly Owned PropertyrSchedule F) (6)
o Separate Billing ~equested
I
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or l)
8. Total Gross Assets (to181 Lines 1-7)
9. Funeral Expenses & Ad,pinistrative Costs (Schedule H) (9)
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10)
11. Total Deductions (totallLines 9 & 10)
12. Net Value of Estate (Lin~ 8 minus Line 11)
I
OFFICIAL USE ONLY
114,247.741
8,837.06~
,.._.'-"1
,-,
I
I
22,797.63;
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(),
(8)
145,882.43
21,412.29
417.87
13. Charitable and Govemm ntal Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
(11)
(12)
(13)
21,830.16
124,052.27
14. Net Value Subjectto Ta (Line 12 minus Line 13)
SEE INSTRUCTIO S ON REVERSE SIDE FOR APPLICABLE RATES
124,052.27
(14)
15. Amount of Line 14 taxabl at the spousal tax
rate, or transfers under c. 9116 (a)(1.2)
0.00 X _(15) 0.00
0.00 X _(16) 0.00
23,043.05 X .12 (17) 2,765.17
101 ,009.22 X .15 (18) 15,151.38
(19) 17,916.55
16. Amount of Line 14 taxabl at lineal rate
17. Amount of Line 14 taxabl at sibling rate
18. Amount of Line 14 taxabl at collateral rate
19. Tax Due
20. D
Decedent's Com let~ Address:
STREH ADDRESS
321 East Qran e Street
CITY
Shippensburg
Tax Payments and Ctedits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments
C. Discount
STATE
PA
ZIP
17257
(1 )
17,916.55
5.
I
InteresUPenalty if applicablel
D. Interest .
I
E. Penalty :
I T otallnteresUPenalty ( D + E )
If Line 2 is greater than Line \1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check bo~ on Page 1 Line 20 to request a refund
I
If Line 1 + Line 3 is greater t~an Line 2, enter the difference. This is the TAX DUE.
I
A. Enter the interest on the t~x due.
Total Credits (A + 8 + C)
(2)
0.00
3.
(3)
0.00
4.
(4)
(5)
(5A)
(58)
to: REGISTER OF WILLS, AGENT
0.00
17,916.55
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE.
Make Check
17,916.55
PLEASE ANSW R THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent ake a transfer and: Yes No
a. retain the u e or income of the property transferred; ........................................................................... 0 00
b. retain the ri ht to designate who shall use the property transferred or its income; ........................................ 0 00
c. retain a rev rsionary interest; or ...................................................................................................... 0 00
d. receive the promise for life of either payments, benefits or care? ............................................................. 0 00
2. If death occurr d after December 12, 1982, did decedent transfer property within one year of death
without receivi g adequate consideration?............................................................................................... 0 00
3. Did decedent 0 n an 'in trust for' or payable upon death bank account or security at his or her death? ................. 0 00
4. Did decedent 0 n an Individual Retirement Account, annuity, or other non-probate property which
contains a ben ficiary designation? ....................................................................................................... 0 00
IF THE ANSWER TO ANY OF HE 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 ha examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete.
Declaration of preparer other than the person I representative is based on all information of which preparer has any knowledge.
YARSON RESPONS BLE FOR flUNG RETURN DATE
~ ~ ~;II-11 o/~ (, -/~ -OS'
AD R S illiam K. Ny /
P.O. Box 38 ewbur
RE OF PRE~ OTHER HAN REPR SENTATIVi
S 14 North I
Chamber r
PA 17240
DATE
- /(. -0 $"'
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 thp ~lln.:. .:-. is 3%
[72 P.S. 99116 (a) (1.1) (i)l.
For dates of death on or after Janu ry 1, 1995, the tax rate imposed on the net value of transfers to or for the use of th
The statute does not exempt a tran fer to a surviving spouse from tax, and the statutory requirements for disclosure 01
the surviving spouse is the only ben ficiary.
For dates of death on or after July 1 2000:
The tax rate imposed on the net val e of transfers from a deceased child twenty-one years of age or younger at death t
or a stepparent of the child is 0% [7 P.S.99116(a)(1.2)].
The tax rate imposed on the net valwe of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except
The tax rate imposed on the net val~e of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 99116(a)(1
individual who has at least one parent in common with the decedent, whether by blood or adoption.
I
(1.1) (ii)].
ble even if
(\~vD
-=r
ve parent,
'6(a)(1)].
.....".~ uC1I1lea, under Section 9102, as an
REV-1502 EX + '6-98)
'*
COMMONWEALTH OF PE"lNSYLVANIA
INHERITANCE TAX R TURN
RESIDENT DECED NT
ESTATE OF FILE NUMBER
Nye. Bernard E. 1 21 04 0899
All real property owned solely ~r as a tenant in common must be reported at fair market value. Fair market value is defined as the price 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.
1
SCHEDULE A
REAL ESTATE
'I Real property which is jointlv-owned with riaht of survivorship must be disclosed on Schedule F.
ITEM i, VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Gross pro eeds from sale of real estate situate at 114,000.00
321 E. Orc nge St., Shippensburg, PA, to Joyce B.
Gunderso
2. Received Dn proration of real estate sale to 247.74
Gunderso~
1
1
,
TOTAL (Also enter on line 1, Recapitulation) $ 114247.74
(If more space is needed, insert additional sheets of the same size)
REV-1503 EX + (6-98)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX R TURN
RESIDENT DECEDENT
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21
04
o 9
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. 217 share :> of Viacom, Inc. @26.26 per share 5,698.42
2. 36 shares of FirstEnergy Corp. @39.56 per 1,424.16
share
3. 116 share ~ of Michael Baker Corporation @ 1,714.48
14.78 per ~hare
I
TOTAL (Also enter on line 2, Recapitulation) $ 8837.06
(If more space is needed, insert additional sheets of the same size)
REV-1508 EX +.(6-98)
*'
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX R TURN
RESIDENT DECED NT
FILE NUMBER
21 04
Include the proceeds of litigation and the date the proceeds were received by the estate.
All property jointly owned with right of survivorship must be disclosed on Schedule F
ESTATE OF
Nye. Bernard E.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
0899
DESCRIPTION
Checking Account #97434027, M& T Bank,
including interest accrued to date of death
VALUE AT DATE
OF DEATH
2,497.99
I
I
Checking ~ccount #98130676, M& T Bank,
including irterest accrued to date of death
3,957.78
Checking ~ccount #9836323908, M& T Bank,
including i ,terest accrued to date of death
508.77
Certificate of Deposit #031003914463185,
M& T Ban~ , including interest accrued to
date of de :lth
Certificate of Deposit #031003914397087,
M& T Bank, including interest accrued to
date of de ~th
Gross pro eeds from sale of personal property
by Dennis . Gotshall
3,002.13
3,009.90
8,174.50
Cash
561.00
Refund, C< mcast
26.07
Refund, NE ws-Chronicle
11.68
Refund, Ar erican Sentinel
2.08
Refund, Allstate Insurance
137.20
Refund, Un on Fidelity
12.00
Refund, Ohio Casualty
Stamp cOlle~tion, face value
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\
15.00
881.53
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
22 797.63
REV-1511 EX" (12-99)
.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX R TURN
RESIDENT DECED NT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Nye. Bernard E.
ITEM
NUMBER
A.
1.
2.
B.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
FILE NUMBER
21
0899
04
Debts of decedent must be reported on Schedule I.
DESCRIPTION
AMOUNT
FUNERAL EXPENSES:
Fogelsan ~er-Bricker Funeral Home, funeral service
Cresslerf1Neis Markets #38, food for meal after funeral
7,329.30
97.52
I
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\
\
I
,
I
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ADMINISTRJ TIVE COSTS:
Personal F epresentative's Commissions
N me of Personal Representative (s)
S(~ial Security Number(s)/EIN Number of Personal Representative(s)
St eet Address
0.00
Ci
State
Zip
Ye r(s) Commission Paid:
Attorney Fees Joel R. Zullinger
Family Exerr ption: (If decedenfs address is not the same as claimanfs, attach explanation)
Cia imant
Sir ~et Address
4,500.00
0.00
Ci~
State
Zip
Rei tionship of Claimant to Decedent
ProbateFee JCP 10.00; renunciation 5.00; probate petition 235.00; extra pages 12.00;
short ce -tificates 24.00; filing inheritance return and inventory 30.00
Accountanfs Fees Darlene M. Kelly, prepare final personal income tax returns
316.00
30.00
Tax Return P eparer's Fees
Bryan K~ ner, yardwork at residence 6/04 through 9/04
Penelec, utilities decedent's residence
Borough of Shippensburg, water, sewer and refuse decedent's residence
Lake's 0'1 Burner Service, repair of furnace at decedent's residence
PPL Gas Utilities, gas service at decedent's residence
Sprint, te ephone service at decedent's residence
Penelec, utilities decedent's residence
Bryan Kyner, yardwork at decedent's residence for 10/04
Allstate, ar insurance
PPL Gas Utilities, gas service at decedent's residence
News-Ch onicle, advertise grant of letters
Tim L. AL sherman, appraisal of real estate
500.00
17.85
122.53
61.00
22.14
57.06
18.00
75.00
34.56
24.62
101.00
250.00
TOTAL (Also enter on line 9, Recapitulation) $
(If more space is needed. insert additional sheets of the same size)
21.412.29
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Nye, Bernard E.
Decedent's Name
Page 2
21 04 0899
File Number
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Schedule H - Funeral E~penses & Administrative Costs - 87.
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ITEM I
NUMBER DESCRIPTION AMOUNT
19. The Ohic Casualty Group, homeowner's insurance on decedent's residence 79.00
20. Penelec, utilities at decedent's residence 16.42
21. Oliver Oi Company, fuel oil at decedent's residence 169.55
22. Sprint, te ephone service at decedent's residence 57.06
23. PPL Gas Utilities, gas service at decedent's residence 26.42
24. Sprint, te ephone service at decedent's residence 57.37
25. Borough )f Shippensburg, water, sewer and refuse at decedent's residence 122.53
26. Allstate Ir surance, car insurance 162.40
27. Oliver Oil Company, fuel oil at decedent's residence 287.32
28. Sprint, te ephone service at decedent's residence 60.00
29. The Ohio Casualty Group, homeowner's insurance on decedent's residence 74.00
30. Charles fI . Kelso, drywall work at residence in preparation for sale 1,108.76
31. Borough pf Shippensburg, water, sewer and refuse at decedent's residence 158.11
32. WilliamN ~e, reimbursement for disposal of refuse prior to sale of residence 39.77
33. Bryan Ky er, yardwork at decedent's residence for 5/05 180.00
34. Realty tra 1sfer tax sale of decedent's residence 1,140.00
35. Dan Hers 1ey Auctioneering Service, commission and expenses of public sale 4,117.00
SUBTOTAL SCHEDULE H.B7 7,855.71
REV-1512 EX + (6-98)
.
SCHEDULE'
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
COMMONWEALTH OF PE NSYLVANIA
INHERITANCE TAX ETURN
RESIDENT DECE ENT
ESTATE OF
Nye. Bernard E.
ITEM
NUMBER
1.
2.
3.
4.
FILE NUMBER
21 04
I
\
Include unreimbursed medical expenses
DESCRIPTION
Oliver Oil Company, balance due for fuel oil
PPL Gas ~tilities, balance due for gas service
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Penelec, 9alance due for utilities
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Sprint, balrnce due for telephone service
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TOTAL (Also enter on line 10, Recapitulation) $
(If more spaoe is needed, insert additional sheets of the same size)
0899
VALUE AT DATE
OF DEATH
136.56
66.10
42.71
172.50
417.87
.<v.n," ",. '.
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RE URN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
Nve Bernard E. , 21 04 0899
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AtI'D ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRI UTIONS [include outright spousal distributions, and transfers under
Sec. 9116 (a) (1.2)]
1. Nan Brown H ncock Collateral
9064 Possum Hollow Road 6/30 share of residue
Shippensburg, PA 17257 23,043.04
2. Ray Brown Collateral
318 East Oral ge Street 6/30 share of residue
Shippensburg 23,043.04
3. S. Ellen Colds mith, survivor of Jean Kauffman Collateral
1565 Coldsmi h Road stock $8,837.06 & 1/30
Shippensburg PA 17257 residue 3,840.51
4. Wayne B. KaL ffman Collateral
Box 16 1/30 share of residue
Saltillo, PA 17 53 3,840.51
5. Thelma J. Kau ffman Collateral
Rt. 309-5002 L ot 61 0 1/30 share of residue
Center Valley, PA 18034 3,840.51
6. Carl M. Kauffn an Collateral
18260 New CL t Road 1/30 share of residue
Mt. Airy, MD 2 1771 3,840.50
7. Garnet N. Kau man Collateral
20415 Riverbe 1d Sq. #201 1/30 share of residue
Sterling, VA 20 165 3,840.50
ENTER DOLLAR A ~OUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DI~ TRIBUTlONS:
A. SPOUSAL DIST IBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AN ) GOVERNMENTAL DISTRIBUTIONS
1.
I
TOTAL OF PART Il- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Nye, Bernard E.
Decedent's Name
Page 3
21 04 0899
File Number
I
Schedule J - Beneficiaries - 1
I
I RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AN ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I TAXABLE DISTRIE UTIONS (include outright spousal distributions)
8. Lois E. Kiessli 19 Collateral
2525 Stillhous ~ Hollow Road 1/30 share of residue
Shippensburg, PA 17257 11,521.52
9. William K. Nye Sibling
Box 38 6/30 share of residue
Newburg, PA 7240 11,521.52
10. Lee C. Nye Collateral
10097 Red Me: pie Lane 3/30 share of residue
Shippensburg, PA 17257 11,521.52
11. Gay N. Somer Collateral
Orrstown Roac 3/30 share of residue
Orrstown, PA 7244 11,521.52
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,TRZ: cb - November 20, 1995
LAST WILL AND TESTA}!ENT
I, :Bernard E. Nye, of the Borough of Shippensburg, Cumberland
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I
County, pennsylvania, being of sound and disposing mind, memory and
understanding, do hereby declare this to be my will, hereby
I
revoking! any and all former wills and codicils thereto by me
I
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heretofote made.
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\ FIRST
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I d~rect that all my just debts and funeral expenses,
including! all expenses of my last illness, shall be paid from my
estate as\ soon as practicable after my decease as a part of the
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expense ot the administration of my estate.
.~
~,
SECOND
'-
I gi~e and bequeath my Westinghouse common stock, Centerior
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Energy co~mon stock, and Michael Baker Corporation common stock
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,
which lorn at the time of my death, to my niece, S. Ellen
I
Coldsmith, lif she survives me.
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\ THIRD
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I give!, devise and bequeath the residue of my estate of every
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nature and Mherever situate to my grandniece, Nan Brown Hancock,
I
Page 1
fJ
~~
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~
~
~
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.-\o~
Ray Brown, widower of my niece, Bernice Brown, my sister, Jean
Kauffma~, my brother, Robert A. Nye, and my brother, William K.
Nye, in!, equal shares, provided that should the said Ray Brown
,
predece~se me, his share shall be divided equally among my other
I
remainin~ beneficiaries named in this paragraph Third. Should any
of the o~her beneficiaries named in this paragraph Third predecease
,
,
me, their share shall be distributed to said beneficiary's issue,
I
per stirfes, living at the time of my death.
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\ FOURTH
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Any Ifiduciary under this will shall have the following powers
in additipn to those vested in them by law and by other provisions
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of my wil~ applicable to all property whether principal or income,
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including property held for minors, exercisable without Court
approval, and effective until actual distribution of all property:
\
ITo retain any and all of the assets of my estate, real
\
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lor personal, without regard to any principle of
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~iversification of risk.
fO invest in all forms of property including stock,
fommon trust funds and mortgage investment funds without
testriction to investments authorized for Pennsylvania
I
fiduciaries as they deem proper, without regard to any
JrinciPle of diversification of risk.
~o sell at public or private sale, to exchange or to
I
llease for any period of time any real or personal
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p~operty and to give options for sales, exchanges or
i
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A.
B.
C.
Page 2
1
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leases, for such prices and upon such terms or conditions
as they deem proper.
D. To allocate receipts and expenses to principal or income
or partly to each as they from time to time think proper.
E. To compromise any claim or controversy.
F. To distribute in cash or in kind or partly in each.
G. To hold property in their names without designation of
any fiduciary capacity or in the name of a nominee or
I unregistered.
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\
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i FIFTH
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I d1rect that all taxes that may be assessed in consequence
of my d$ath of whatever nature and by whatever jurisdiction
I
imposed, \shall be paid from my residuary estate as a part of the
expense ok the administration of my estate.
I
1\
i SIXTH
I
I ap~oint my brother, William K. Nye, and Dauphin Deposit Bank
and Trust Company with principal office in Harrisburg, Dauphin
County, P nnsylvania, as co-executors of this my will.
SEVENTH
I
No b9nd shall be required of any fiduciary hereunder in any
jUrisdicti~n.
IN WI~SS WHEREOF, I hereunto set my hand and seal to this
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Page 3
my last will and testament, consisting of five typewritten pages,
the first three of which bear my signature in the margin for the
., ,-;..6(
.-<- -
identification
this
day
of
purpose of
/!/~~y14J.5-u0
, 19 15.
d~/~~~c: :iq'_~~
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C/
( SEAL)
,
sig~ed, sealed, published and declared by the above-named
I
testator,i as and for his last will and testament in our presence,
who in h+s presence, at his request and in the presence of each
,
other have hereunto set our hands as attesting witnesses.
,
-1.dy,llJ,g'/~/JreSiding at
rJ" ',(/ - - -/ '
,~tt;; :!~I r4/1.tub./JLJ residing at
: L.~' /
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/y..{/ / '~;/~""L.; ~.,~/;:: ,Ui'./c:--y,?/'f(]L L/&/ re;,
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l!rjr!;tVzJ , ;;;/
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We,
Bernard
E.
Nye,
JO~L \<. /u..LL-J,v(~El2..
and
,R.INh \hl. 3eOCI<Et'''S
I
the testator and the witnesses,
respectiv~ly, whose names are signed to the attached or foregoing
,
,
instrument, being first duly sworn do hereby declare to the
I
,
undersign~d authority that the testator signed and executed the
,
I
instrumen~ as his last will and that he had signed willingly (or
I
directed alnother to sign for him), and that he executed it as his
i
free and v~luntary act for the purposes therein expressed, and that
each of th~ witnesses, in the presence and hearing of the testator
I
,
signed the: will as witnesses and to the best of their knowledge,
Page 4
the testator was at that time eighteen years of age or older, of
sound mind and under no constraint or undue influence.
//
/::2./!.-.../....~~rA C. /~...X-
Testator /
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/ witness ....j -/f
v ~. ,., / .,./
J/VJ'~ ;JJ/caj/ittJ;!;Ira./
witnes~ /'
... /
subscribed, sworn to and acknowledged
before me by the above-named testator
and subsFribed and sworn to before roe~
by the ~ove-nam,ed witnesses thi.:: d 0+
day 0 f __ (I t"v..Q.___"""--tu./"--" , 19 9 ~
cyq t--'';~ Q . j~IL-u.-"J_"_Q.A-CXa.AJ
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Page 5
~
A. Settlement Statement
U.S. Department of Housing
and Urban Development
*
1r
OMB No. 2502-0265 (Page 1)
B. Type of Loan
1. 0 FHA 2. 0 FmHA
4. 0 V A S. 0 Conv. Ins.
3. 0 Conv. Vnins. 6. File Number
3119.1-S
7. Loan Number
8. Mortgage Insurance Case Number
ThiI form lis furnished to live you. statement of ~twal.ettJemeDI COUI. Amount. paid 10 and by Ibe senlemeDf IIlcn' are shown. Items marked "(p.o.c.l" wen paW ouuide the closml~ tMY an sblWO'u here for
laJorma~QaI purposes iliad are no' included In the IOblU.
C. Note:
D. Name and Address Of Borrower
Joyce B. Gunder40n
IE. Name, Address, and Taxpayer identification # of Seiter
Estate ofBemard E. Nye
!F. Name and Address of Lender
Cash
G. Property Location I
2,107.25
H. Settlement Agent Name, Address and Taxpayer Identification Number
Hamilton C. Davis
20 East Burd Street, Suite 6
P.O. Box 40 25.1530888
Place of Settlement I I. Settlement Date
20 East Hurd Street, Suite 6, Shippensburg, PAl 7257 I 5/25/2005
K. Summary of Seller's Transaction
400. Gross Amount Due To Seller
401. Contract sales price
402. Personal Property
403.
404.
405.
114,000.00
321 E. Orange Str'<:et, Shippensburg, P A 17257
Borough of Shipp~nsburg, Cumberland County
I
I
I
I
J. Summary of Bor ower's Transaclioos
100. Gross Arnou. t Due From Borrower
101. Contract sales price
102. Personal Prop rty
103. Settlement ch rges to borrower (line 1400)
\04. I
105.
114,000.00
Adjustments 1'0 items paid by seller in advance
\ 06. Cityltown tax s 05125105 to 12/31/05
107. County taxes I to
108. Assessments to
109. School Tax OS/25105 to 06/30/05
110. Garbage Fee
Ill.
112.
Adjustments for items paid by seller in advance
191.36 406. City/town taxes OS/25/05 to 12/31/05
407. County taxes to I
408. Assessments to !
56.38 409. School Tax OS/25105 to 06/30/05
410. Garbage Fee
411.
412.
191.36
56.38
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i
116,354.99 420. Gross Amount Due To Seller
500. Reductions in Amount Due To Seller
11,400.00 501. Excess deposit (see instructions)
502. Settlement charges to seller (line 1400)
503. Existing 10an(s) taken subject to
504. Payoff of first mortgage loan
505. Payoff of second mortgage loan
506.
507.
508.
509.
Adjustments for items unpaid by seller
510. City/town taxes to
511. County taxes to
512. Assessments to
513. School Tax to
514.
515.
516.
517.
518.
519.
11,400.00 520. Total Reduction Amount Due Seller
600. Cash At Settlement To/From Seller
116,354.99 601. Gross Amount due to seller (line 420)
( 11,400.00 602. Less reductions in amt. due seller (line 520)
$ \04,954.99 (ill. Casb [X] To o From Seller
114,247.74
120. Gross Amoun Due From Borrower
200.
201.
202.
203.
204.
205.
206.
207. I
208. I
209. \
Adjustments fot items unpaid by seller
210. City/town taxd to
2 t I. County taxes I to
212. Assessments I to
213. School Tax I to
214.
215.
216.
217.
218.
219.
Amounts Pai By Or in Behalf Of Borrower
Deposits or ea est money
Principal amo nt of new loan(s)
Existing loan( ) taken subject to
11,400.00
1,243.41
I
I
220. TOlal Paid By/For Borrower
300. Cash At Settle nent Fromffo Borrower
30 I. Gross Amount ue from borrower (line (20)
302. Less amounts ~ id by/for borrower (line 220)
303. Casb [~ From 0 To Borrower
i
i
,
12,643.41
i 114,247.74
I( 12,643.41)
i $ 101,604.33
i
f have carefully reviewed tn HUD-I S;,::ttlemerii. Statement and to the best of illY knowleu~e and b..::lief, it is a true: and accurate $talemcll( of all receiplS and disbursements made on my
account Ot" by me in this tra saction. 1 UmheT certify that 1 have received a completed copy of pages 1 and ~ of this HUD-l Settlement Statemenl.
I
\
Borrower Joyce B. orderson
Borrower
\
SETTI.jEMENT AGENT CERTIFICATION
The HUn. J ScUlemco[ Stalemeq.! whicb I bavc prepared is . true and accurate account of this transaction. 1 have
ca\l'itcd tbc funds to be disbursed If! accordance wub IbIS statemenl
I
I
I
Settl~ent Agent Date
~~~~~~ ~~~~~~l~~~~'~Ya11J~~c~si~~~~e:n:~:.o~grcd~~Jl~s~~T.f{r~ollrb.~ ~ld~t~f~~i]l~fo~d
<<non 10 o. I
Seller William K. Nye. Executor
Seller
Seller's Ta1:payer Identification Number Solicitation and Certification
You are ~\Iin:d by law to ~ro\'\de \he Settlement AlienI named above with your c~ect laJl;paycr idcDtif1cation
number. If you d~ aot p~vlde Ihe Sellle~em A3ent WIth ~ur COlTect I~xpaxer idenuficallon Dumber, you may
~oS;:J:'c1fs~I~~~c~::I~~I~~:~~1:X~~~ide~hA~~rio~n~:m~i~IIU:S ofpctju()',l ,;cnlfy thatlhc: number
Seller's Signature
Date
HUD - I 3/91
RESPA, HB 4305.2
" L. Settlement Char es
o, 700. Tota1 SalcCroker's Commission based on $
Division of Commission (line 700) as follows:
701. $ to
702. $ to
703. Commission paid at Senlement
704.
800. Items Payable in Connection With Loan
@
0/0-
Paid From
Borrower's
Funds at
Settlement
Page 2
Paid From
Sdler's
Funds at
Settlement
801. Loan Originati\m Fee % I
802. Loan Discount %
803. Appraisal Fee to ,
804. Credit Report to
805. Lender's Inspection Fee to I
806. Mortgage Insurance Application Fee to I
807. Assumption Fee I
808. Flood Certilication Fee to:
809.
810. I
811. \
900. Items Requirell By Lender To Be Paid In Advance
~Ol. Interest from to @$ /day I
~02. Mortgage InsUlance Premium for month.s to
903. Hazard Insuran~e Premium for years to i
904.
905.
1000.
Reserves Depbsited With Lender
1001. Hazard Insurahce s@ $ per
1002. Mortgage Insurance s@ $ per
1003. City property taxes s@ $ per
1004. County properj:y taxes s@ $ per
1005. Annual assesS\l1ents s@ $ per
1006. School Taxes s@ $ per
1007. s@ :I) per
1008. Aggregate Reserve Adjusnnent
1100. TItle Charges,
1101. Settlement or closing fee to I
1102. Abstract or title search to
1103. Title examination to
1104. Title insurance, binder to I
1105. Document preparation to
1106. Notary's fees to
1107. Anomey' s fee~ to
(includes above items numbers: )
1108. Title insurance to Hamilton C. Davis, Agent for CTIC 928.75
(includes above items numbers: )
1109. Lender' s cover~ge $
1110. Owner's coverage $ 114,000.00
1111.
1112.
1113. I
1200. Government Fteeording and Transfer Charges
1201. Recording fees1 Deed $ 38.50; Mortgage $ ; Releases $ 38.50
1202. City/county tax,Vstamps: Deed $ 1,140.00 ; Mortgage $ 1,140.00 0.00
1203. State tax/stamps: Deed $ 1,140.00 ; Mortgage $ 0.00 1,140.00
1204.
1205.
1300. Additional Settlement Charlle!
1301. Final WateriS<wer/RefuselRecvcIina to: Borouah of Shiooensbura 103.41
1302. Pest Insoection to' I
1303.
1304.
1305.
1306.
1307.
1308.
1309.
I . _ i
1400. Total Setlleme*t Charges (enter on lines 103, Section J and 502, Section K) 2,107.2,
, Initial Escrow Account Statement Required by Section 10 (c) (1) of the Real Estate Settlement Procedures Ad (RESPA)
f checked. 0 the tenns of your loan require you to have an escrow accoWlt to assure that the certain obligations relating to the mortgaged property, such as taxes, insurance
lretniums and other chargeS are paid. The amount specified below will be collected. along with your mortgage principal and interest payments, during the fIrst 12 months after
lOur accoWlt is opened to ~y these anticipated expenses: Escrow Ai:munt
Beginning Date: I Your es.crow account payment will be $
Pa~ee Purpose
I
I
,
I
1,243.41
per
Anticipated Due Date
Estimated Amount
1UD - 1 3/91
RESPA, HB 4305.2
Big;Charts - Historical Quotes
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Viacom Inc :
Thuffiday,Augus119,2004
Closing Price:
Open:
26.28
26.25
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Enter Sy\mbol: kE: I Enter Date: 1811~I04
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Firstenergy Corp
Thursday, August] 19, 2004
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I
Closing Price: i
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39.47
Open:
39.65
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Oct 15 04 o3:bsp
p. 1
.l
m M&rBank
499 Mitchell Roa1, Millsboro. DE 19966 Mail Code DE-MB-12
Phone (888) 502-4349
Fax (302) 934-2955
October 15. 2004
I
Fax: 717-2~-1884
Law Offic~, Professional Corporation
Zullinger -[Davis
Attorneys At Law
14 North :r.1ain Street, Suite 200
Chamberstiurg, Pennsylvania 17201
I
I
I
I
Dear Sir or Madam:
Per your inquiry dated September 30. 2004. please be advised that at the time of death, the above-named decedent had on
deposit wilh thij; bank the following:
I
Re: Estate of: Bernard E. Nve
Social Secur;tv: 178-16-4659
Date ofDealh: AUflUst 19.2004
I.
Typd of Account
I
I
Accdunt Number
Checlcing Account
97434027
Ow~ship (Names of)
I
I
opeking Date
Bala(1Ce on Dote of Death
I
Accted Interest
Bernard E Nye
1/28/80 Closed 10113/04
$2,497.92
$ 0_07
,
Total
$2,497.99
2.
I
I
I
TypelojAccount
Checking Account
Acco',.tnt Number
i
98130676
Ownership (Names of)
Bernord E Nye
I
Opening Date
I
I
4/23/97 Closed 10113/04
Bala~e on Date of Death
I
I
Accr1f.ed Interest
I
I
ToUJ~
I
$3,957.49
$ 0.29
-ff95'l78----------- - --- ------..--.-------- -----
Oct 15 04 03: Sp
p.2
I \..
;
3.
Type of Account
Checking Account
Account Number
9836323908
Opening Date
Bernard E Nye
J2/3/03 Closed 10113/04
Ownership (Names oj)
Balance on Date of Death
$508.77
Accrued Interest
$ 0.00
Total
$508.77
4.
Type of Account
CertifICate of Deposit
AccounJ Number
03/003914463185
Ownership (Names oj)
Bernard E Nye
Opening Date
1017/94 Closed 10113/04
Balance on Date of Deolh
53, ()()(). 00
5 2.13
Accrued Interest
Total
S3,OOl. J 3
5.
Type of Account
CertifICate of Deposit
ACCQWft Number
03JOOJ914397087
Ownership (Names oj)
Bernard E Nye
Opernng Dale
6/3/86 Closed 10113104
Balabce on Date of Death
$3.000.00
S 9.90
AccrUed Interest
Total
$3.009.90
Please be advised, there was no safe deposit box found for the above decedent.
For further 3alOunt information, regarding ownership, closures and/or reimbursement of funds, etc., please call the
King Street OftKle # 717-532-4132.
Sincerely,
/~~
Nancy Clagett
Records Mana~ment
6J 11II//;d#? Al)'e.l b~('t1~r
S .c.'J;C'OIl/ s-I,
f
AlRItlbH7 ) /11-
SELLER NAME &rl1a. rei IVYf &14le
ADDRESS 32! e: ~;r71e sl-
J'X11t'llfi#r ~) PI!-
LOCATION OF SALE <.)&lfJ?;J./'I4~ h/l,ttvt/l'cIr
AUCTIONEER er..rAe we ;Jf-t'~rr;' J(,rt//~-e
FINAL
SETTLEMENT
DATE OF SALE #~/tl.5"
", (j)
PHONE I/ell-Sf??
ZIP J 7026'7
~'$.PE~:)
53:2- V6 f/?
PROFESSIONAL FEES t) 17 rJ? r: /J /)
AUCTIONEER I '1t1 $ L.:AJ 'f/f/
CLERK $
$
$
$
CASH $
CHECKS $
OTHER RECEIPTS
$
$
$
$
$
$
$
$
$
TOTAL RECEIPTS $ J; 17Y. 5lJ .
LESS TOTAL EXPENSES $ 'I;//7f(JCJ.
CASHIER $
OTHER EXPENSES
,flu/II",) a..+ $ Jt2f';rJ() ,
/!c!vrer"-Jj~me;ff $ zt.. tJtJ
, L4btJr $~ i /~ tJO'
1/Ulf' J 1i4/kr(j h4~) $/~O ItJt? '
fIa I g~k (}4JtI!;ff/~"
/1 ~ 1 ~/7;' '/~ltlO
$
$
$~7/t1.tJtJ.
I (or we), tl'le seller, accept this settlement and acknowledge receipt of the above specified net proceeds
from the auction of my goods and property sold on the above date. I accept all responsibility for providing
mer ntable ti~le to all goods, and property sold, and for delivery of title to the purchaser.
.'
, " !
X /;~;j~~ A', ?l '~~ate I7vZ1.r./Jf"
(Seller's Signature) /
Date
Date
(Seller's Signature)
SELLER'S COPY
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
8UREAU Of INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96}
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ZULLlNGER JOEL R
14 NORTH MAIN STREET,SUITE 200
CHAMBERSBURG, PA 17201
__nnU fold
ESTATE INFORMATION: SSN: 178-16-4659
FILE NUMBER: 2104-0899
DECEDENT NAME: NYE BERNARD E
DATE OF PAYMENT: 06/21/2005
POSTMARK DATE: 06/20/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 08/19/2004
NO. CD 005471
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $17,916.55
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$17,916.55
REMARKS:
CHECK#147
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WillS
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
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INVENTORY
Estate of Nye, Bernard E.
No. 21
04
0899
, Deceased
Date of Death 8/19/2004
Social Security No. 178164659
also known as
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 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 made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Personal Representative:
Name of
Attorney: Joel R. Zullinger, Esquire
William K. Nye
I.D. No.:
17516
Dated 6/16/2005
PA 17201
Description
Value
Stocks & Bonds
217 shares of Viacom, Inc. @26.26 per share
5,698.42
36 shares of FirstEnergy Corp. @39.56 per
share
,1,424.16
116 shares of Michael Baker Corporation @
14.78 per share
1,714.48
" J
Closely-Held Corporation, Partnership or Sole-Proprietorship
(..1"'1
Mortgages & Notes Receivable
Total
145,882.43
(Attach Additional Sheets if necessary)
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
v........
~
Continuation of Inventory
Nye, Bernard E.
21
04
0899
Paqe 1
Description of Inventory
Description
Cash, Bank Deposits, & Misc. Personal Property
Value
Checking Account #97434027, M& T Bank,
including interest accrued to date of death
2,497.99
Checking Account #98130676, M& T Bank,
including interest accrued to date of death
3,957.78
Checking Account #9836323908, M& T Bank,
including interest accrued to date of death
508.77
Certificate of Deposit #031003914463185,
M& T Bank, including interest accrued to
date of death
Certificate of Deposit #031003914397087,
M&T Bank, including interest accrued to
date of death
Gross proceeds from sale of personal property
by Dennis L. Gotshall
3,002.13
3,009.90
8,174.50
Cash
561.00
Refund, Comcast
26.07
Refund, News-Chronicle
11.68
Refund, American Sentinel
2.08
Refund, Allstate Insurance
137.20
Refund, Union Fidelity
12.00
Refund, Ohio Casualty
15.00
Subtotal
$
21,916.10
#
Continuation of Inventory
Nye, Bernard E.
21
04
0899
PaQe 2
Description of Inventory
Description
Value
Stamp collection, face value
881.53
Real Estate
Gross proceeds from sale of real estate situate at
321 E. Orange St., Shippensburg, PA, to Joyce B.
Gunderson
Received on proration of real estate sale to
Gunderson
114,000.00
247.74
Subtotal $
115,129.27
145,882.43
Grand Total $
..
LAW OFFICES OF
ZULLINGER - DAVIS
PROFESSIONAL CORPORA nON
JOEL R. ZULLINGER
14 North Main Street
Suite 200
Chambersburg, P A 17201
717-264-6029
Fax: 717-264-1884
zulngrlaw@earthlink.net
Dale F. Shughart, Jr.
of counsel
June 20, 2005
Register of Wills
Cumberland County Courthouse
Carlisle, P A 17013
Dear Register:
RE: Estate of Bernard E. Nye
File No. 21-04-0899
HAMILTON C. DAVIS
20 East Burd Street, Suite 6
P.O. Box 40
Shippensburg, P A 17257
717-532-5713
Fax: 717-530-5222
davish@cvn.net
r'o.,
(."1
Enclosed for filing in your office is an original and one copy of the P A Inheritance Tax
Return and one copy of the Inventory. Also enclosed is check in the amount of $30.00 for
filing fee and check in the amount of$17,916.55 for the inheritance tax due. Thank you.
Very truly yours,
~~~.
Encls.
..~i
09-05-2005
NVE
08-19-2004
21 04-0899
CUMBERLAND
101
APPEAL DATE: 11-04-2005
(See reverse side under Objections)
AIIIount R8lIIittedl I
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 _
REy:is47-EX-AFP-C03:0si-NOTicE-OF-iNHERiTANCE-TAX-APPRAiSEHENT:-ALLOWANCE-OR---------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BERNARD E FILE NO. 21 04-0899 ACN 101 DATE 09-05-2005
TAX RETURN liAS: 00 ACCEPTED AS FILED I) CHANGED SEE ATTACHED NOTICE
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
" r (\~r,!'C 0,-IIOTICE OF INHERITANCE TAX
BUREAU OF INDIVlOUAL TAXEa)CI :nRn~n U"]lt'.l'JlAISEI1ENT, ALLOlIANCE OR DISALLOlIANCE
~~~T~~oIA)( DIYISION I "=.':::;::_::-~:-~,~ r-' _ \' :OFcDEDUCTIOHS AND ASSESSMENT OF TAX
HARRISBURG PA 17128-0601
2505 S:::P - 2 Pli 12: \ 0
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ClEf-W,
Or-', ',"
'"":-.-~.. ,'~
JOEL R ZULLING~'''ESQ
ZULLINGER DAVIS"
14 N MAIN ST STE
CHAHBERSBURG
r'
200
PA 17201
ESTATE OF NYE
*'
REV-1547 EX AFP (06-DSl
BERNARD
E
I~ an assessment was issued previously, lines 14, 15 and/or 16, 17. 18 and 19 will
r~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 .t Spousal rat. (15)
16~ AMount of Line 14 taxable at Lineal/Class A rat. (16)
17. tmount of Line 14 at Sibling r.t. 117l
18. Amount of Line 14 taxable at Collateral/Class Brat. (18)
19. Principal Tax Due
D T .
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. R...l Est.t. ISchadul. A)
2. Stocks 8nd Bonds (Schadul. B)
3~ Closely Held Stock/Partnership Interest (Schedule C)
~. "Drtgages/Hotes Receivable (Schedule OJ
S. Cash/Benk DepositsAMisc. Personal Property (Schedule El
6. Jointly Owned Property ISchedule F)
7. Transfers (Schedule S)
8. TDtal Assets
(1)
(2)
(3)
(4)
IS)
(6)
17l
114,247.74
8.837.06
.00
.00
22.797.63
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/AdII. Costs/Hisc. Expenses (Schedule H)
10. Oebts/Mortgaga Liabilities/Liens ISchadul. I)
II. Total Deductions
12. Net Value of Tax Return
13. Ch&ritable/Gov.r~t.l Bequests; Non-elected 9113 Trusts
14. Net Value of Estate Subject to Tax
(9)
(10)
21,412.29
417 . 87
I III
(12)
(13)
(14)
(Schedule ,J)
NOTE:
.00 X
.00 X
23,043.05 X
101,009.22 X
AMOUNT PAID
17,916.55
OATE
06-20-2005
NUMBER
CD005471
INTEREST/PEN PAlO 1-)
.00
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-21-2005
TOTAL TAX CREDIT
BALANCE OF TAX DUE
INTEREST AND PEN.
TOTAL DUE
~.
00 =
045 =
12 =
15 =
(19)=
NOTE; To insure proper
credit to your account,
sub.i t the upper portion
of this form with your
tllX PlIlJIIIIIItt.
145,882.43
'1 830 It.
124,052.27
.00
124,052.27
.00
.00
2,765.17
15,151. 38
17,916.55
17,916.55
.00
78.55
78.55
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICR), YOU NAY 8E DUE
A. REFUND. SEE R~\lF'II~S: ~'f'nc nr -.09_ ----- ---
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
;.~.~~~Al.LOWANCE OR DISALLOWANCE
~ I ,'of',ID~blJMll!dNS- AND ASSESSMENT OF TAX
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG PA 17128-0601
I
REV-1547! EX AFP (06-05)
I
I
BERNARD
I
09-05-2005
NYE
08-19-2004
21 04-0899
CUMBERLAND
101
APPEAL DATE: 11-04-2005
( See reverse side under Objections)
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
E
;,,;....; \..~ .',:'
:~ ~ '\,," ,"
"
~ '-'
, "
JOEL R ZULLINGER
ZULLINGER DAVIS
14 N MAIN ST STE
CHAMBERSBURG
ESQ
200
PA 17201
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAY ENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
9~!_~~9~9_!~!~_~!~~______~___~~!!!~_~9~~~_~9~!!9~_~9~-Y9Y~_~~~9~P~__~____________________
REV-1S47 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
BERNARD E FILE NO. 21 04-0899 ACN 101 DATE 09-05-2005
TAX RETURN WAS: ()() ACCEPTED AS FILED ) CHANGED SEE ATTACHE NOTICE
NYE
ESTATE OF
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. Mortgages/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
114,247.74
8,837.06
.00
.00
22,797.63
.00
.00
(8)
NOTE: To insure proper
credit t your account,
submit t e upper portion
of this orm with your
tax paym nt.
(1)
(2)
(3)
(4)
(5)
(6)
(7)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
21,412.29
(9)
(10 )
417.87
(11)
(12)
(13)
(14)
14, IS and/or 16, 17, 18 a:lld
returns assessed to date.'
.00 X 00 =
00 045
19 will
NOTE: IT an assessment was issued previOUSly, lines
reTlect Tigures that include the total oT ALL
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (15)
.00
00
16. Amoun of Line 14 taxable a Lineal/Class A rate (16) X =
17. Amount of Line 14 at Sibling rate (17) 23,043.05 X 12 = ,765.17
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 101,009.22 X 15 = 1 ,151.38
19. Principal Tax Due (19)= 1 ,916.55
TAX CREDITS:
,.. (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-20-2005 CD005471 .00 17,916.55
BALANCE OF UNPAID INTEREST/PENALTY AS OF 06-21-2005 TOTAL TAX CREDIT 17 916.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. 78.55
TOTAL DUE 78.55
t
t
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQVIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INStRUCTIONS.)
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT 280601
HARRISBURG. PA 17128-0601
II
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
ZULLlNGER JOEL R
14 NORTH MAIN STREET,SUITE 200
CHAMBERSBURG, PA 17201
____u__ fold
ESTATE INFORMATION: SSN: 178-16-4659
FILE NUMBER: 2104-0899
DECEDENT NAME: NYE BERNARD E
DATE OF PAYMENT: 09/23/2005
POSTMARK DATE: 09/22/2005
COUNTY: CUMBERLAND
DATE OF DEATH: 08/19/2004
NO. CD 005834
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
I
101 I $78.5 :J
I
I I
I
I
I
I ,
I
I
I I
I
I I
I I
j
TOTAL AMOUNT PAID:
I
$78.~5
REMARKS:
CHECK# 150.00
SEAL
INITIALS: JA
RECEIVED BY:
REGISTER OF WILLS
i
GLENDA FARNER STRASBALGH
I
I
REGISTER OF WILLS I
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
.
BUREAU OF INDIVI~'.ri1~~~ri
INHERITANCE TAX DIVISt6fi.::~': .' .. ---'
PO BOX 280601 .:
HARRISBURG PA 17128-0601'
()F
REV-1607 EX AFP (03-05)
rUl:'lt:, nc"'("\ f) I
LLiJu lH._i" L
PH 2: 57
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-19-2005
NYE
08-19-200et
21 Oet-0899
CUMBERLAND
101
AlIOunt R..i tt~
BERNARD
E
('.~. .-....
.l. .
'"JI:, ;
JOEL R ~~~tINGER
ZULLINGER DAVIS
let N MAIN ST STE
CHAMBERSBURG
ESQ
200
PA 17201
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE.. PA 17013
NOTE: To insure proper credit to your account.. submit the upper portion of this for. with your tax paYMent.
CUT ALONG THIS LINE
--+ RETAIN LOWER PORTION FOR YOUR RECORDS ...
---------------------------------------------------------------------------
REV-1607 EX AFP (03-05)
*** INHERITANCE TAX STATEMENT OF ACCOUNT ...
ESTATE OF NYE BERNARD E FILE NO. 21 04-0899 ACN 101 DATE 12-19-2005
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW
IS A SUHHARY OF THE PRINCIPAL TAX DUE.. APPLICATION OF ALL PAY"ENTS.. THE CURRENT BALANCE.. ~D.. IF APPLICABLE..
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-05-2005
PRINCIPAL TAX DUE: 17..916.55
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-20-2005 CD005471 .00 17..916.55
08-22-2005 CD005834 78.55- 78.55
,
.
TOTAL TAX CREDIT 17..916.55
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE.. SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1..
NO PAmENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIr' (CRl..
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l
C/
STATUS REPORT UNDER RULE 6.12
BEFORE THE REGISTER OF WillS, COUNTY OF FRANKL~__, PENNSYLVANIA
Name of Decedent: BernardE. NY~H______________n_____n_____________
Date of Death:
8119/20~_
File No.
21-J)4-0899__________ __
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect
to the completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
YES
NO _ __
2. If the answer is "No", state when the personal representative reasonably believes that the
administration will be complete: _n___ ____
3 If the answer to No.1 is "Yes", state the following:
a. Did the personal representative file a final account with the Court?
YES
NO___A__
b. The separate Orphan's Court No. (if any) for the personal representative's account is:
c. Did the personal representative state an account informally to the parties in interest?
YES ~_ 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.
/l ,/,./ ~/-" /i(~"~~.~-;. ~L
<---;1-.L -...... .....- " · -' f
!I -- ()"
Date: ?./12t~0~Q~__ _un ____ ____~_______ _________ _~-----
L .i Signature
. .
... ...;
JoeLR. ZullingeL_________________
Name (Please type or print)
~NorttlMain_Stre.el. Suite 200________
Address
.c_hamb~rsburg____
----- _ PA_.1I2Qj
(71IJ264-602~L_
Tel. No.
Capacity: Personal Representative
- 2< Counsel for personal representative
\ft;