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Home My WebLink About04-0926 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Marqaret R. Hoch No. ~- C)~-~-o also known as To: Register of Wills for the Deceased. County of ~um~ in the Social Security No. 1 9 6 - 1 4 - 2 9 7'1 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an thc execut ers named in the last will of the above decedent, dated Ju 1 y 3 ., ~9~ 2 0 04 and codicil(s) dated N/A ~ ~". --~ (state relevant ciratmstances, e.g. renunciation, death of executor, .~.~t' .C~ Decendent was domiciled at death in York COunty, Pen~ylvanm/~th h er last family or principalresidence at 21 4 East Yellow Breeche~ Roa~: · Carlisle, PA 17013 (list street, number and muncipality) Decendent, then 79 years of age, died October 3 _-o,:~_~00__4.' at M~orial Hospital ~ i.~, ,., . Except as follows, decedent did not marry, was not d~vorced and did not ha~e achild ~rn or adopted after execution of the will offered for probate; was not the victim of a killing and was nicer adjudicated incompetent: N/A Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. ~'~ t g±n~ St.. APt 5 ~/47F'Copenhaffer Road == York, PA 17403 /Dover, PA 17315 ~o OATH OF PERSONAL REPRESENTATIVE COMMONWEAL~TH OF PENNSYLVANIA COUNTY OF ~',~,c~o ~ \c~ ~ f Ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administ~.er the e%Iate according to law. J~efore me this ~ ~ day of I // ' --.J 15056041125 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes INHERITANCE TAX RETURN PO BOX 280601 Harrisburg, PA 17128-0601 RESIDENT DECEDENT ENTER DECEDENT IN FORMA TION BELOW Social Security Number Date of Death OFFICIAL USE ONLY County Code Year 2 1 0 4 File Number o 0 926 Date of Birth 196142971 1 0 0 3 2 004 012 1 1 9 2 5 Decedent's Last Name Hoc h Suffix Decedent's First Name Mar gar e t MI R (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW 00 1. Original Retum o 4. Limited Estate lXI o o 2. Supplemental Return o 4a. Future Interest Compromise (date of death atter 12-12-82) o 7. Decedent Maintained a Living Trust (Attach Copy of Trust) o 10. Spousal Poverty Credit (date of death 0 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT. THIS SECTION MUST BE COMPlETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received o o 1 3. Remainder Retum (date of death prior to 12-13-82) 5. Federal Estate Tax Retum Required 8. Total Number of Safe Deposit Boxes 1 5 5 South Hanover S t r e e t 717 241 607 0 f"'.,) c:;) RE~~ OF W1LL~SE O~~;::S c--::1-o c: ,,-,") .~ :r: p r- 1::3 Fe <;;;; m I r...: rr ....... :0 U1 '1'1 en :;>;;: ~...::) - 00 ""'0 "'{, . JO-n :x ;-)C . ::0 --0-1 )> DATE FILE K a r 1 E . Rominger Firm Name (If Applicable) Rominger First line of address & Whare Second line of address City or Post Office State ZIP Code Car 1 i s 1 e P A 17013 Correspondent's e-mail address:karl@rominger.com Under penalties of pe~ury. I declare that I have examined this retum, including accompanying schedules and statemenls, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all infonnation of which preparer has any knowledge. S/~F PE SON RESPO~BLE FOR FILING RETURN DATE - ~C<l.L fLd ""1 l. . J'--?c. r 2.0__/ ADDRES,a , I / # IS" ...J 5. (14'J CJ V tA s: A r/1 /7 ~ S TURE F DATE .-:' ~ :::LO<> A ~cJttLP-'t n~oi PLEASE USE ORI INAL FORM ONLY Side 1 L 15056041125 15056041125 ---I ---l 15056042126 REV-1500 EX Decedent's Social Security Number Decedent's Name: Margaret R. Hoch RECAPITULATION 196142971 1. Real estate (Schedule A) 1. 1 3 5 0 0 O. 0 0 2. Stocks and Bonds (Schedule B) .................................. 2. 3. Closely Held Corporation, Partnership or Sole-Proprietorship (Schedule C) ..... 3. 4. Mortgages & Notes Receivable (Schedule D) ........................ 4. 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) ....... 5. 6. Jointly Owned Property (Schedule F) 0 Separate Billing Requested . . . . . .. 6. 7. Inter-Vivos Transfers & Miscellaneous N,2!!;Probate Property (Schedule G) U Separate Billing Requested. . . . . 7. 23653.59 8. Total Gross Assets (total Lines 1-7) 8. 1 5 8 6 5 3. 5 9 3 7 8 8 4 . 8 7 1 9 5 7 1. 0 7 5 7 4 5 5. 9 4 1 0 1 1 9 7 . 6 5 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) . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Govemmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . ...... ...........14. 101197.65 TAX COM PUT A TION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X.O _ o . 0 0 15. o . 0 0 16. Amount of Line 14 taxable 1 0 1 1 9 7 . 6 5 4 5 5 3 . 8 at lineal rate X .04..9.- 16. 9 17. Amount of Line 14 taxable o . 0 0 o . 0 0 at sibling rate X .12 17. 18. Amount of Line 14 taxable o . 0 0 O. 0 0 at collateral rate X .15 18. 19. Tax Due . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19. 4 5 5 3 . 8 9 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT o Side 2 L 15056042126 15056042126 ---I REV-1500 EX Page 3 Decedent's Complete Address: File Number 21 04 00926 DECEDENTS NAME Maraaret R. Hoch STREET ADDRESS 214 East Yellow Breeches Road CITY I STATE I ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 4,553.89 Total Credits (A + B + C) (2) 0.00 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. Fill in oval on Page 2, 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) 0.00 0.00 4,553.89 A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5A) (5B) 4,553.89 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ...................................................................... 0 00 b. retain the right to designate who shall use the property transferred or its income; ............................... 0 00 c. retain a reversionary interest; or ................................................................................................ 0 00 d. receive the promise for life of either payments, benefits or care? ....................................................... 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ...... ............... ................. ........ ........ .... ........ ..................... 0 00 3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death? ......... 0 00 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? .................................................................................................. 0 00 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 three (3) percent [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 zero (0) percent [72 P.S. ~9116 (a) (1.1) (ii)). The statute does not exemot 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 zero (0) percent [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 four and one-half (4.5) percent, 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 orfor the use of the decedent's siblings is twelve (12) percent [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. REV-1502 EX + (6-98) . SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER MarQaret R. Hoch 21 04 00926 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 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. Real DIODertv which is iointlv-owned with riaht of survivorshiD must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION 214 Yellow Breeches Road, Carlisle, PA VALUE AT DATE OF DEATH 135,000.00 TOTAL (Also enter on line 1, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 135000.00 REV-1503 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Margaret R. Hoch FILE NUMBER 21 04 00926 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1504 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C CLOSEL Y.HELD CORPORATION, PARTNERSHIP OR SOLE.PROPRIETORSHIP ESTATE OF Margaret R. Hoch FILE NUMBER 21 04 00926 Schedule C-1 or C-2 (including all supporting infonnation) must be attached for each closely-held corporation/partnership interest of the decedent, other than a sole-proprietorship. See instructions for the supporting information to be submitted for sole-proprietorships. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 3, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1505 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Margaret R. Hoch SCHEDULE C-1 CLOSELY-HELD CORPORATE STOCK INFORMATION REPORT FILE NUMBER 21 04 00926 1. Name of Corporation Address City 2. Federal Employer 1.0. Number 3. Type of Business Zip Code State of Incorporation Date of Incorporation Total Number of Shareholders Business Reporting Year State ProducVService 4. I STOCK TYPE TOTALNUllBEROf 'ARVALUE NlJllBER OF SHARES VALUE Of THE I Vi .VotIng SHARES outSTANDING OWNEDBV THE DECEDENT DECEDENT'S STOCK Common $ Preferred $ Provide all rights and restrictions pertaining to each class of stock. 5. Was the decedent employed by the Corporation? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 Yes 0 No If yes, Position Annual Salary $ Time Devoted to Business 6. Was the Corporation indebted to the decedent? ....................................... 0 Yes 0 No If yes, provide amount of indebtedness $ 7. Was there life insurance payable to the corporation upon the death of the decedent? ............... 0 Yes 0 No If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 8. Did the decedent sell or transfer stock in this company within one year prior to death or within two years if the date of death was prior to 12-31-82? DYes 0 No If yes, 0 Transfer 0 Sale Number of Shares Transferee or Purchaser Consideration $ Date Attach a separate sheet for additional transfers and/or sales. 9. Was there a written shareholder's agreement in effect at the time of the decedent's death? . . . . . . . . . . . . 0 Yes 0 No If yes, provide a copy of the agreement. 10. Was the decedent's stock sold? ................................................. 0 Yes 0 No If yes, provide a copy of the agreement of sale, etc. 11. Was the corporation dissolved or liquidated after the decedent's death? ....................... 0 Yes 0 No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 12. Did the corporation have an interest in other corporations or partnerships? . . . . . . . . . . . . . . . . . . . . .. 0 Yes 0 No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. THE FOLLOWING INFORMATION MUST BE SUBMITTED WITH THIS SCHEDULE A. Detailed calculations used in the valuation of the decedent's stock. B. Complete copies of financial statements or Federal Corporate Income Tax returns (Form 1120) for the year of death and 4 preceding years. C. If the corporation owned real estate, submit a list showing the complete address/es and estimated fair market value/s. If real estate appraisals have been secured, attach copies. D. List of principal stockholders at the date of death, number of shares held and their relationship to the decedent. E. List of officers, their salaries, bonuses and any other benefits received from the corporation. . F. Statement of dividends paid each year. List those declared and unpaid. G. Any other information relating to the valuation of the decedent's stock. (If more space is needed. insert additional sheets of the same size) REV-1506 EX + (9-00) *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE C-2 PARTNERSHIP INFORMATION REPORT ESTATE OF Margaret R. Hoch FILE NUMBER 21 04 00926 1. Name of Partnership Address Date Business Commenced Business Reporting Year ~ ~ 2. Federal Employer 1.0. Number 3. Type of Business ProducVService 4. Decedent was a 0 General 0 Limited partner. If decedent was a limited partner, provide initial investment $ Zip Code 5. PARI'NER NAME PERCENT PERCENT BALANCE OF OF INCOME OF OWNERSHIP CAPfrAl. ACCOUNT A. B. C. D. 6. Value of the decedenfs interest $ 7. Was the Partnership indebted to the decedent? ................................ 0 Yes 0 No If yes, provide amount of indebtedness $ 8. Was there life insurance payable to the partnership upon the death of the decedent? ........ 0 Yes 0 No If yes, Cash Surrender Value $ Net proceeds payable $ Owner of the policy 9. Did the decedent sell or transfer an interest in this partnership within one year prior to death or within two years if the date of death was prior to 12 -31-82? o Yes 0 No If yes, 0 Transfer 0 Sale Percentage transferred/sold Transferee or Purchaser Consideration $ Date Attach a separate sheet for additional transfers and/or sales. 10. Was there a written partnership agreement in effect at the time of the decedent's death? . . . . . . . 0 Yes 0 No If yes, provide a copy of the agreement. 11. Was the decedent's partnership interest sold? .................................. 0 Yes 0 No If yes, provide a copy of the agreement of sale, etc. 12. Was the partnership dissolved or liquidated after the decedent's death? ................. 0 Yes 0 No If yes, provide a breakdown of distributions received by the estate, including dates and amounts received. 13. Was the decedent related to any of the partners? ................................ 0 Yes 0 No If yes, explain 14. Did the partnership have an interest in other corporations or partnerships? . . . . . . . . . . . . . . . . 0 Yes 0 No If yes, report the necessary information on a separate sheet, including a Schedule C-1 or C-2 for each interest. THE FOllOWING INFORMATION MUST BE SUBMITTED WITH THIS SC HE::DUlE A. Detailed calculations used in the valuation of the decedent's partnership interest. B. Complete copies of financial statements or Federal Partnership Income Tax retums (Form 1065) for the year of death and 4 preceding years. C. If the partnership owned real estate, submit a list showing the complete address/es and estimated fair market value/so If real estate appraisals have been secured, attach copies. D. Any other information relating to the valuation of the decedent's partnership interest. REV-1507 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES & NOTES RECEIVABLE ESTATE OF MarQaret R. Hoch FILE NUMBER 21 04 00926 All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH TOTAL (Also enter on line 4, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Margaret R. Hoch SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER 21 04 00926 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. ITEM NUMBER 1. DESCRIPTION VALUE AT DATE OF DEATH 453.80 Sale of Personal Property 2 Refund of tax/county on real estate 1,044.90 3. PNC Bank (2 W. Pine Street, Mt. Holly Springs, PA) Account #50-0392-4092 21,842.43 3. PNC Bank (2 W. Pine Street, Mt. Holly Springs, PA) Account #50-0392-4092 297.65 4. Cash (Aggregrate Accounting Adjustment) 14.81 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 23 653.59 REV-1509 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF Margaret R. Hoch FILE NUMBER 21 04 00926 If an asset was made joint within one year of the decedents date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. B c JOINTL Y-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER ATTACH DEED FOR JOINTLY-HELD REAL ESTATE. VALUE OF ASSET INTEREST DECEDENrSINTEREST 1. A. TOTAL (Also enter on line 6, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MarQaret R. Hoch SCHEDULE G INTER.VIVOS TRANSFERS & MISC. NON.PROBA TE PROPERTY FILE NUMBER 21 04 00926 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. DESCRIPTION OF PROPERTY ITEM INClUDE THE NAME OF THE TRANSFEREE. THEIR RElATIONSHIP TO DECEDENT AND DATE OF DEATH % OF DECO'S EXCLUSION TAXABLE NUMBER THE DATE OF TRANSFER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST VALUE (IF APPUCAa.E) 1. TOTAL (Also enter on line 7 Recapitulation) $ (If more space is needed. insert additional sheets of the same size) REV-1511 EX + (12-99) . SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Margaret R. Hoch FILE NUMBER 21 04 00926 Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hollingers Funeral Home 8,000.00 2. Funeral Related Expenses 300.00 3. Advertising-Sentinel 129.47 4. Advertising-Cumberland Law Journal 75.00 5. Settlement charges for Real Estate 12,997.30 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) George M. Lenkner/Kevin A. Lenkner 8,095.55 Social Security Number(s)/EIN Number of Personal Representative(s) 20-632-0169 StreetAddress 2000 Crystal Springs Road, Apt. 1830/720 Pacific Ave. City San Bruno, CAlYork, PA State Zip Year(s) Commission Paid: 2. Attomey Fees Administration 8,095.55 3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Register of Wills 192.00 5. Accountanfs Fees 6. Tax Retum Preparers Fees 7. TOTAL (Also enter on line 9, Recapitulation) $ 37 884.87 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (12-03) *' SCHEDULE. DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Margaret R. Hoch FILE NUMBER 21 04 00926 Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Estate caretaker expense 2,100.00 2. Electric 3,600.27 3. Phone bill 457.19 4. Taxes-2003,2004,2005,2006 6,090.95 5. Estate repair 1,167.98 6. Refuse 766.24 7. Hospital, Ambulance, Medicine 1,212.25 8. Appraisal and assessment 360.00 9. Misc. 2,229.61 10. Adams We II Drilling 300.00 11. R&S Plumbing 575.58 12. R & R Roofing 486.00 13. Klines Septic 225.00 TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 19571.07 "'''.'''''''''* SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Maraaret R. Hoch NUMBER I. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions. and transfers under Sec. 9116 (a) (1.2)] FILE NUMBER 21 04 00926 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE 14,935.75 14,935.75 14,935.75 14,935.75 14,935.75 14,935.75 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. Kevin Lenkner Lineal Barry Hoch Lineal George Lenkner Lineal Joyce Sheaffer Lineal Bonnie Lenkner Lineal Jason Hoch Lineal 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space IS needed, insert additional sheets of the same size) REV-151' EX. (12-0. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Man~aret R. Hoch SCHEDULE K LIFE ESTATE, ANNUITY & TERM CERTAIN Check Box 4 on Rev.1500 Cover Sheet FILE NUMBER 21 04 00926 This schedule is to be used for all single life, joint or successive life estate and term certain calculations. For dates of death prior to 5-1-89, actuarial factors for single life calculations can be obtained from the Department of Revenue, Specialty Tax Unit. Actuarial factors can be found in IRS Publication 1457, Actuarial Values, Alpha Volume for dates of death from 5-1-89 to 4-30-99, and in Aleph Volume for dates of death from 5-1-99 and thereafter. Indicate the type of instrument which created the future interest below and attach a copy to the tax return. o Will 0 Intervivos Deed of Trust 0 Other L IF E ESTATE INTEREST CALCULATION NAME($) OF LFE TENMI'(S) DATE OF BIRTH NEAREst AGE AT TERMOF YEARS DATE OF DEATH LFE EstATE IS PAYABLE o Life or DTerm of Years - o Life or DTerm of Years o Life or DTerm of Years o Life or DTerm of Years o Life or DTerm of Years - 1. Value of fund from which life estate is payable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2. Actuarial factor per appropriate table. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Interest table rate - 031/2% 06% 010% OVariable Rate % 3. Value of life estate (Line 1 multiplied by Line 2) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ ANNUITY INTEREST CALCULATION IWIE(S) OF UFEANNUfI'ANT(S) DATE OF BIRTH NEAREST AGE AT TERM OF YEARS DATE OF DEATH ANNUf1'Y IS PAYABLE 0 Life or o Term of Years o Life or o Term of Years 0 Life or o Term of Years 0 Life or o Term of Years - 1. Value of fund from which annuity is payable .......................................... $ 2. Check appropriate block below and enter corresponding (number) . . . . . . . . . . . . . . . . . . . . . . . . . . . Frequency of payout - 0 Weekly (52) 0 Bi-weekly (26) 0 Monthly (12) o Quarterly (4) 0 Semi-annually (2) 0 Annually (1) 0 Other ( ) 3. Amount of payout per period. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 4. Aggregate annual payment, Line 2 multiplied by Line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5. Annuity Factor (see instructions) Interesttable rate - 031/2% 06% 010% 0 Variable Rate % 6. Adjustment Factor (see instructions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7. Value of annuity -If using 3 1/2%, 6%, 10%, or if variable rate and period payout is at end of period, calculation is: Line 4 x Line 5 x Line 6 ...........................$ If using variable rate and period payout is at beginning of period, calculation is: (Line 4 x Line 5 x Line 6) + Line 3 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ NOTE: The values of the funds which create the above future interests must be reported as part of the estate assets on Schedules A through G of this tax return. The resulting life or annuity interest(s) should be reported at the appropriate tax rate on Lines 13 and 15 through 18. (If more space is needed. insert additional sheets of the same size) REV-1644 EX + (3..<J4) *' INHERITANCE TAX SCHEDULE L COMMONWEALTH OF PENNSYLVANIA REMAINDER PREPAYMENT INHERITANCE TAX RETURN RESIDENT DECEDENT OR INVASION OF TRUST PRINCIPAL FILE NUMBER 21 04 00926 I. ESTATE OF Hoch Maraaret R. (Last Name) (First Name) (Middle Initial) This schedule is appropriate only for estates of decedents dying on or before December 12, 1982. This schedule is to be used for all remainder returns when an election to prepay has been filed under the provisions of Section 714 of the Inheritance and Estate Tax Act of 1961 or to report the invasion of trust principal. II. REMAINDER PREPAYMENT: A. Election to prepay filed with the Register of Wills on (Date) B. Name(s) of Life Tenant(s) Date of Birth Age on date Term of years income or Annuitant(s) of election or annuity is payable C. Assets: Complete Schedule L-1 1. Real Estate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2. Stocks and Bonds . . . . . . . . . . . . . . . . . . . . . . . . . $ 3. Closely Held Stock/Partnership. . . . . . . . . . . . . . . $ 4. Mortgages and Notes. . . . . . . . . . . . . . . . . . . . . . . $ 5. CashlMisc. Personal Property. . . . . . . . . . . . . . . . $ 6. Total from Schedule L-1 ................................................... .$ D. Credits: Complete Schedule L-2 1. Unpaid Liabilities . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2. Unpaid Bequests . . . . . . . . . . . . . . . . . . . . . . . . . . $ 3. Value of Unincludable Assets . . . . . . . . . . . . . . . . $ 4. Total from Schedule L-2 ................................................... .$ E. Total Value of trust assets (Line C-6 minus Line D-4). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ F. Remainder factor (see Table I or Table II in Instruction Booklet) . . . . . . . . . . . . . . . . . . . . . . . . G. Taxable Remainder value (Line E x Line F) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ (Also enter on Line 7, Recapitulation) III. INVASION OF CORPUS: A. Invasion of corpus (Month, Day, Year) B. Name(s) of Life Tenant(s) Date of Birth Age on date Term of years income or Annuitant(s) corpus or annuity is payable consumed C. Corpus consumed ........................................................... $ D. Remainder factor (see Table I or Table II in Instruction Booklet) . . . . . . . . . . . . . . . . . . . . . . . . E. Taxable value of corpus consumed (Line C x Line D) ................................ $ (Also enter on Line 7, Recapitulation) REV -1645 EX + (3-84) INHERITANCE TAX SCHEDULE L-l COMMONWEALTH OF PENNSYLVANIA REMAINDER PREPAYMENT ELECTION INHERITANCE TAX RETURN -ASSETS- FILE NUMBER 21 04 00926 RESIDENT DECEDENT I. Estate of Hoch Maraaret R. (Last Name) (First Name) (Middle Initial) II. Item No. Description Value A. Real Estate (please describe) Total value of real estate $ (include on Sedion II, line C-1 on Schedule L) B. Stocks and Bonds (please list) Total value of stocks and bonds $ (include on Sedion II, line C-2 on Schedule L) C. Closely Held Stock/Partnership (attach Schedule C- 1 and/or C-2) (please list) Total value of Closely Held/Partnership $ (include on Sedion II, line C-3 on Schedule L) D. Mortgages and Notes (please list) Total value of Mortgages and Notes $ (include on Sedion II, line C-4 on Schedule L) E. Cash and Miscellaneous Personal Property (please list) Total value of Cash/Misc. Pers. Property $ {include on Sedion II Line C-5 on Schedule L\ III. TOTAL (Also enter on Sedion II, Line C-6 on Schedule L) $ (If more space is needed, attach additional 81/2 x 11 sheets.) REV-1646 EX + (3-84) INHERITANCE TAX '* SCHEDULE L-2 COMMONWEALTH OF PENNSYLVANIA REMAINDER PREPAYMENT ELECTION INHERITANCE TAX RETURN -CREDITS- FILE NUMBER 21 04 00926 RESIDENT DECEDENT I. Estate of Hoch Maraaret R. (Last Name) (First Name) (Middle Initial) II. Item No. Description Amount A. Unpaid Liabilities Claimed against Original Estate, and payable from assets reported on Schedule L- 1 (please list) Total unpaid liabilities $ (include on Sedion II, Line 0-1 on Schedule L) B. Unpaid Bequests payable from assets reported on Schedule L-1 (please list) Total unpaid bequests $ (include on Sedion II, Line 0-2 on Schedule L) C. Value of assets reported on Schedule L-1 (other than unpaid bequests listed under "B" above) that are not included for tax purposes or that do not form a part ofthe trust. Computation as follows: Total unincludable assets $ (include on Sedion II, Line 0-3 on Schedule L) III. TOTAL (Also enter on Sedion II, Line 0-4 on Schedule L) $ (If more space is needed, attach additional 8% x 11 sheets.) ",",,,m,. SCHEDULE M FUTURE INTEREST COMPROMISE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Check Box 4a on Rev.1500 Cover Sheet FILE NUMBER ESTATE OF MarQaret R. Hoch 21 04 00926 This Schedule is appropriate only for estates of decedents dying after December 12,1982. This schedule is to be used for all future interests where the rate of tax which will be applicable when the future interest vests in possession and enjoyment cannot be established with certainty. Indicate below the type of instrument which created the future interest and attach a copy to the tax return. o Will 0 Trust 0 Other I. Beneficiaries NAME OF BENEFICIARY RELATIONSHIP DATE OF BIRTH AGE TO NEAREST BIRTHDAY 1. 2. 3. 4. 5. II. For decedents dying on or after July 1, 1994, if a surviving spouse exercised or intends to exercise a right of withdrawal within 9 months of the decedent's death, check the appropriate block and attach a copy of the document in which the surviving spouse exercises such withdrawal right. o Unlimited right of withdrawal o Limited right of withdrawal III. Explanation of Compromise Offer: IV. Summary of Compromise Offer: 1. Amount of Future Interest . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . $ 2. Value of Line 1 exempt from tax as amount passing to charities. etc. (also include as part of total shown on Line 13 of Cover Sheet) ......$ 3. Value of Line 1 passing to spouse at appropriate tax rate Check One 06%, 03%, o 0% . .. . . . . . . . . . . . . . $ (also include as part of total shown on Line 15 of Cover Sheet) 4. Value of Line 1 taxable at lineal rate Check One o 6%, o 4.5% . . . . . . . . . . . . . . . . . . . . . . $ (also include as part of total shown on Line 16 of Cover Sheet) 5. Value of Line 1 taxable at sibling rate (12%) (also include as part of total shown on Line 17 of Cover Sheet) ......$ 6. Value of Line 1 taxable at collateral rate (15%) (also include as part of total shown on Line 18 of Cover Sheet) ......$ 7. Total value of Future Interest (sum of Lines 2 thru 6 must equal Line 1) . . . . . . . . . . . . . . . . . . . . . $ (If more space is needed, insert additional sheets of the same size) REV-1648EX{11-9_ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX DIVISION (AVAILAB.E FOR DATES OF DEATH 01/01/92 to 12/31/94) ESTATE OF FILE NUMBER Mar aret R. Hoch 21 04 00926 This schedule must be completed and filed if you checked the spousal poverty credit box on the cover sheet. SCHEDULE N SPOUSAL POVERTY CREDIT PART I CALCULA nON OF GROSS ESTATE ................................................... 1. 158 653.59 ................................................... 2. ..................................................... 3. ................................................... 4. .................................................... 5. 6a. 6b. 6c. 6d. ................................................... 6. 7. 158 653.59 .................................................. 8. .................................................... ... -..... .......................................... 9. 158,653.59 ! PARTII CAll:ULATICN OF J( )INT DEMPTION INCOME {Attach COI'II". llf Fcclcral Individual Il1c'OI11(' Tax Rcturrl tor ckCl'del1t dlld spouse I Income: 1. TAX YEAR: 19 2. TAX YEAR: 19 3. TAX YEAR: 19 a. Spouse ............................. 1a. 2a. 3a. b. Decedent ......................... 1b. 2b. 3b. c. Joint ................................. 1c. 2c. 3c. d. Tax Exempt Income ......... 1d. 2d. 3d. e. Other Income not listed above ..................... 1e. 2e. 3e. f. Total................................. If. 2f. 3f. 1. Taxable Assets total from line 8 (cover sheet) ................................... 2. Insurance Proceeds on Life of Decedent ........................................... 3. Retirement Benefits ... .... ................. ................. ................ .................. 4. Joint Assets with Spouse ................................................................... 5. PA Lottery Winnings .......................................................................... 6a. Other Nontaxable Assets: List (Attach schedule if necessary) .. 6. SUBTOTAL (Lines 6a, b, c, d) ........................................................... 7. Total Gross Assets (Add lines 1 thru 6) ............................................. 8. Total Actual Liabilities ........................................................................ 9. Net Value of Estate (Subtract line 8 from line 7) ................................ If f 9' te th $200 000 STOP Th tate . t ef 'ble to c1' th radii If t ti to P rt II 4. Average Joint Exemption Income Calculation 4a. Add Joint Exemption Income from above: (1f) + (2f) + (3f) = (+3) 4b. Average Joint Exemption Income................................................................... ............................................ If line 4(b) is greater then $40,000 - STOP. The estate is not eligible to claim the credit. If not, continue to Part III. PART III CALCULATION OF SPOUSAL POVERTY CREDIT FOR RESIDENT AND NONRESIDEN'r ESTATES 1. Insert amount of taxable transfers to spouse or $100,000, whichever is less ..................................... 1. 2. Multiply by credit percentage (see instructions) .................................................................................... 3. This is the amount of the Resident Spousal Poverty Credit. Include this figure in the calculation of total credits on line 18 ofthe cover sheet. ............................................................. 4. For Nonresidents, enter the ratio of the decedent's gross estate in PA to the value of the decedent's gross estate........................................................................................................................ 5. Multiply line 3 by line 4 and enter the total here. This is the amount of the Nonresident Spousal Poverty Credit. Include this figure in the calculation of total credits on line 18 of the cover sheet .......... 2. 3. 4. 5. REV-1649 EX + (6-98) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE 0 ELECTION UNDER SEC. 9113(A) (SPOUSAL DISTRIBUTIONS) ESTATE OF FILE NUMBER Margaret R. Hoch 21 04 00926 Do not complete this schedule unless the estate is making the election to tax assets under Section 9113(A) of the Inheritance & Estate Tax Act. If the election applies to more than one trust or similar arrangement, a separate form must be filed for each trust. This election applies to the Trust (marital, residual A. B, By-pass. Unified Credit. etc.). If a trust or similar arrangement meets the requirements of Section 9113(A), and: a. The trust or similar arrangement is listed on Schedule 0, and b. The value of the trust or similar arrangement is entered in whole or in part as an asset on Schedule 0, then the transferor's personal representative may specifically identify the trust (all or a fractional portion or percentage) to be included in the election to have such trust or sim- ilar property treated as a taxable transfer in this estate. If less than the entire value of the trust or similar property is included as a taxable transfer on Schedule 0, the personal representative shall be considered to have made the election only as to a fraction of the trust or similar arrangement. The numerator of this fraction is equal to the amount of the trust or similar arrangement included as a taxable asset on Schedule O. The denominator is equal to the total value of the trust or similar arrangement. Part A: Enter the description and value of all interests, both taxable and non-taxable, regardless of location, which pass to the decedent's survivin souse under a Section 9113 A trust or similar arran ement. Description Value Part A Total $ Part B: Enter the descri tion and value of all interests included in Part A for which the Section 9113 A election to tax is bein made. Description Value Part 8 Total (If more space is needed, insert additional sheets of the same size) REV-1500 Discount, Interest and Penalty Worksheet Discount Calculation Total Amount Paid within three calendar months of the decedent's date of death: Discount: 0.00 Interest Table Year Days Delinquent Balance Due Interest this time period this year this period Before 1981 1982 1983 1984 1985 1986 1987 1988 throuah 1991 1992 1993 throuah 1994 1995 throuah 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 TOTALS Penalty Calculation If the decedent's date of death was on or before March 31, 1993, insert the applicable amount: Total Balance Due on January 17, 1996: Penalty: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT LENKNER KEVIN A 202 EAST KING STREET APT 5 YORK, PA 17403 -----.-- fold ESTATE INFORMATION: SSN: 196-14-2971 FILE NUMBER: 2104-0926 DECEDENT NAME: HOCH MARGARET R DATE OF PAYMENT: 07/05/2007 POSTMARK DATE: 07/05/2007 COUNTY: CUMBERLAND DATE OF DEATH: 10/03/2004 NO. CD 008372 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $4,553.89 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RECEIPT GIVEN TO ATTY CHECK# 195 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $4,553.89 GLENDA FARNER STRASBAUGH REGISTER OF WILLS No. =~D.~-o~-qO-~ Estate Of ~'C'~'-ctc-~ c~" ~ \~c._~ , Deceased DECREE OF PROBATE AND GRANT OF LETTERS ANDNOW 0~'--3~-0C~''' \ o~C'~ J~7, , in consideration of the petition on · e reverse side hereof, satisfactory proof having been pr~ented~e(~re me, IT IS DEC~ED that the instrument(s) dated described therein be admitted to probate and filed of record as the last will of ~d L~ters ~e~~ ~ ~e hereby granted to ~ ~~ FEES Probate, Letters, Etc .......... $ ~ ~ .~ Sho~ Ce~ificates( ) .......... $ [~.~{~ A~ORNEY (Sup. Ct. LD. No.) ~~.~. s q- oo ~ .~v.[ss TOTAL ~ $~ ~i~,a ... }~ :.t.S. 7. p~ .................. Last Will and Testament of MARGARET R. HOCH I, Margaret R. Hoch, of Dickinson Township, Cumberland County; Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representative hereinafter n~ed to I~Y all Of my just debts, funeral expenses and expenses involved or connecte~ with the administration of my estate as soon after my death as is reasonably possibleo However, my personal representative need not accelerate and pay those urimatured~obligations which, in his, her or its opinion, it might be proper and more advantageous to retain or renew and pay as they become due and payable. I authorize my personal representative, in their sole discretion, to erect a suitable marker at my grave, and to expend sums from my estate for this purpose. SECOND I give, devise and bequeath my entire estate together with all insurance proceeds thereon of whatsoever nature and wheresoever situate in equal shams, sham and sham alike to my son, Barry Hoch, my daughter, Bonnie Hoch Lenkner, my grandchild, George M. Lenkner, my grandchild, Lee Lenkner, my grandchild Kevin Lenkner and my grandchild, Jason Hoch, who survive me by thirty (30) days. If Barry Hoch is deceased before me, his share will all go to Jason Hoch. If Bonnie Hoch Lenker is deceased before me, her sham will be divided equally between Kevin Lenkner, George M. Lenkner and Lee Lenkner. THIRD My executors are authorized and empowered to exercise from time to time in their sole discretion and without prior authority from any Court, in respect of any property forming part of any trust hereby created or otherwise in its possession hereunder all powers conferred by law upon executors and the Testatrix intends that such powers be construed in the broadest possible manner. FOURTH I nominate, constitute and appoint as joint-executors, Kevin Lenkner and George M. Lenkner. I direct that my personal representative shall not be required to give or post bond for the faithful performance of their duties in this or any other jurisdiction. I direct that they be paid for their services, FIFTH I hereby declare it to be my expressed desire that my personal representative employ the law firm of Rominger & Bayley of Cumberland County, Pennsylvania, for legal advice and assistance regarding this my Last Will and Testament, they having considerable knowledge of my affairs, views and wishes respecting any matters that may arise at the probate of this instrument, the administration of my estate, and the execution of the powers herein mentioned. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament this '~i~ day of ~'~/.~, 2003. Witness Witr~s ~ - - ~ ~ AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND We, ,~;~-/~i ~-. /'~:f:~,~//~a~d ~_I:~E(~)?',?././,,jF_. ~:-)~.~,the witnesses whose names are attached to the foregoing document, being duly qualified according to the law, do depose and say that we were present and saw Testatrix sign and execute the instrument as her Last Will and Testament; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Last Will and Testament as witnesses and that to the best of our knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed and subscribed before me by/~_ ~~ ~ this ,~ dayof . ][~ . ,2003· Not/ary Public~' / Seal Mm:la J. Jumper, Notan/Put)lic My Cwr, mlsslon E,~,~, Ju~ 23, 2006 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA :SS COUNTY OF CUMBERLAND I, Margaret R. Hoch, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to the law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly, and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed and acknowledged before me by Margaret R. Hoch, the Testatrix, this, -~£°/day of ,,~C///z , 2003. / Notary Public Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 01/10/2005 ROMINGER KARL E 155 SOUTH HANOVER ST CARLISLE, PA 17013 RE: Estate of HOCH MARGARET R File Number: 2004-00926 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 01/24/2005 Your prompt attention to this matter will be appreciated. Thank You. GLENDA FARNER STP_ASBAUGH Clerk of the Orphans' Court cc: File Personal Representative (s) Judge Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 01/10/2005 LENKNER KEVIN A 202 EAST KING STREET APT 5 YORK, PA 17403 RE: Estate of HOCH MARGARET R File Number: 2004-00926 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 01/24/2005 Your prompt attention to this matter will be appreciated. Thank You. GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court cc: File Counsel Judge Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717)240-6345 Date: 01/10/2005 LENKNER GEORGE M 1475 COPENHAFFER RD DOVER, PA 17315 RE: Estate of HOCH MARGARET R File Number: 2004-00926 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July l, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 01/24/2005 Your prompt attention to this matter will be appreciated. Thank You. GLENDA FARNER STRASBAUGH Clerk of the Orphans' Court cc: File Counsel Judge CEI~T1T'!CAT[ON G1F NOT[CE UNDER RULE 5.6(a) Date of Death: ~,' 2;.' ' ' ~' Aden. No. To ~e Register: I ce~ffy ~at notice of (benefie~a~ ~terest) es~te ad~s~rsfioa required by Rule 5.6(a) qf the O~h~s' Co~ Rules was served on or mailed to ~e following benefici~es 0f the above-captioned estate on , / Name Address Notice has now been ~ven to ~1 persons entitled thereto under Rule 5.6(a) except Capacity: ~ Personal Representative ')~_Counsel for personal representative PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L. 1784 STATE OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: NOVEMBER 5, 12, 19, 2004 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. /Ei~i :~fie Coyne, ¢itor Hoch, Margaret, dec'd. ~RN Late of Carlisle. S TO AND SUBSCRIBED before me this Co-Executors: George Lenkner 19 dayof NOVEMBER 2004 and Kevin Lenkner, c/o James I. Nelson, Esquire, Rominger, Bay- ley& Whare, 155 South Hanover Street. Carlisle. PA 17013. Attorney: James I. Nelson, Es- quire, (717) 241-6070. PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland ~ITa mm35 Shoemaker, Cla. ssified Sales Mina ge r, of The Sentinel, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following date(s) ..................................................October 29, N~.!_2._.'__,x embc~_.Z .......................... 05, 12~ 2004 COPY OF NOTICE OF PUBLICATION EXECUTOR'S NOTICE Letters Testamentary on the Estate of MARGARET HOCH, late of Carlisle, Cumberland County, PA, Affiant further deposes that he/she is not deceased, have been granted to the undersigned. All persons knowing themselves to be indebted to said interested in the subject matter of the Estate will make payment immediately and those having claims against will present them for settlement to: aforesaid notice or advertisement, and that George Lenkner and Kevin Lenkner/Co-Executors all allegations in the foregoing statement c/o James I. Nelson, Esquire Rominger, Bayiey & Whare as to time, place and character of 155 South Hanover Street Carlisle, PA 17013 publk:ation are true. AttorneyJamesl'Nels°n'Esquire }::' ,,~l~ ~,, (717) 241-0670 t ~ [ ' Sworn to and subscribed before me this I__7..L~L day of November, 2004 Notary P,/ubli~: My commission expires: COMMONWEALTH OF PENNSYLVANIA Notadal Seal ChnstJna L Wolfe, Notary Public Cadisle Boro, Cumberland County My Commiss~o~ Expires Sept. 1, 2008 Member, Pennsylvania A,~sociation Of Notaries COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 July 6, 2005 Telephone (717) 787-3930 FAX (717) 772-0412 ('..,", Rominger,Bayley & Whare Law Offices 155 South Hanover Street Carlisle Pa 17013 C.Ji Re: Estate of Margaret Hoch File Number 2104-0926 <- J. Dear Sir or Madam: This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 1/3/06. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. . Claudia Maffei, Supervi Document Processing Unit Inheritance Tax Division ~S,\<" COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG, PA 17128-0601 Telephone January 3, 2006 717 -783-6893 James I. Nelson 155 S. Hanover St. Carlisle, Pa. 17013 Re: Estate of Margaret Hoch File Number 2104-0926 Dear Mr. Nelson: This is in response to your letter of December 22,2005, concerning the Inheritance Tax return due in regards to the above referenced estate. Since it is apparent that you will be unable to file a tax return in the near future, the estate record will be placed in an informal hold status for an additional period of six (6) months so that the Department will initiate no enforcement activity. At the end of that period we would ask that you contact us to provide an updated status for our file. Thank you for your cooperation and if I may be of any further assistance, please feel free to contact this office. u Inheritance Tax Division Bureau of Individual Taxes E-Maillfulmer@state.pa.us "I /J ,j / 1\....t/ '; R.K. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 ROMINGER KARL ERNST ESQUIRE 155 S HANOVER ST CARLISLE, PA 17013 RE: Estate of HOCH MARGARET R File Number: 2004-00926 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of. Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ 1_.-, Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 phone: (717) 240-6345 Date: 9/14/2006 LENKNER KEVIN A 202 EAST KING STREET APT 5 YORK, PA 17403 RE: Estate of HOCH MARGARET R File Number: 2004-00926 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or. after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Counsel ~ Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/14/2006 LENKNER GEORGE M 1475 COPENHAFFER RD DOVER, PA 17315 RE: Estate of HOCH MARGARET R File Number: 2004-00926 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~~~ Glenda Farner Strasbaugn Clerk of the Orphans' Court cc: File Counsel ci c::~ LLj C _-) ::Co' b~ ,:_'-':' C:) c <, c.~) - :::-1 '.J C-.x__ C. ) ( '0) j r--' C,C ... Date: o ) . co C\J & C/) o..c> c~ ~ l""-J Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name ofDecedent: /IJ tlIJ Ct roLl. .E- -fIodz Date of Death: Oc-/ob.er l ~ c9WL( Estate No.: dcxJLf ./ O(Jq~ Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No ~ 2. If the answer is No, state when the perso al representative reasonably believes that the administration will be complete: 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 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. q /a-7 !o~ I I .. - ~ 1-_ 0._ 0- . I =So -L'Oe' o C) c..J.", 'v-"" ' ?9 ri';~i' 0""'. Q;'.; 5~ C) 7- Signature ~ "'l'!- e: 4<.r1 b ~nr-r I 6S~/R Name ~2~ '!mfv(l'" ( ~ Address ~'(J.rU ~ t Pf1 /70/3 C? 17 ) ;)t.//- CLO 70 Telephone No. Capacity: o Personal Representative ~Counsel for personal representative ~ -~ (-- ~ ~ : ,.'-'-\ ~-' c:) !-,- LLJ lj C) ~..-' C.L ,:,-') (--) ( (-', f~~. }~:j Lr.- ROMINGER & WHARE A ttorneys a t La w Karl E. Rominger Michael J. Whare Michael O. .Palermo, Jr Leslie A. Tomeo. · Also admitted U1 New Jersey September 27, 2006 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, Pennsylvania 17013 RE: Estate of Margaret Hoch 2004-00926 Dear Register: Enclosed please find the completed Status Report that we received for the above referenced matter. Should you have any questions, please do not hesitate to contact the office. Sincerely, '\ arl E. Rominger, Esquire KER/tlp EQSosure C'? - 0- q w.: 1-- c::: ~ =:>C' l.1-:-0c:; LJc.) r- ~~~ o::::J o co N 0- W C/) '-C c;;:') <:::::l "l 155 South Hanover Street, Carlisle, Pennsylvania 17013 · Tel: (717) 241-6070 · Fax: (717) 241-6878 www.romingerlaw.com ADVOC:ACY · ADVICE · ANSWERS COMM, ONWEA~,TtlPR.PENNSYLVANIA \~mEPi~)-~.~~fQ,F REVENUE BUREAu dF IN:[nVlDUAL TAXES PO BHX t&Q601 ?ttA~lsI!3QRa~lfb~ ~1128-0601 June 30, 2006 Telephone 717-783-6893 Karil E. Rominger, Esq. 155 S. Hanover St. Carlisle, Pa. 17013 Re: Estate of Margaret Hoch File Number 2104-0926 Dear Mr. Rominger: This is in response to your letter of June 26, 2006, concerning the Inheritance Tax return due in regards to the above referenced estate. Since it is apparent that you will be unable to file a tax return in the near future, the estate record will be placed in an informal hold status for an additional period of six (6) months so that the Department will initiate no enforcement activity. At the end of that period we would ask that you contact us to provide an updated status for our file. Thank you for your cooperation and if I may be of any further assistance, please feel free to contact this office. ure ulmer Inheritance Tax Division Bureau of Individual Taxes Email-Ifulmer@state.pa.us ~ -- --~~--- -~~...---,,;?'1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '"' (';{' !;:"~i1 ry"'''v'E (\c NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUALrlJ~~piL:i:J U:'II.,):: I.,'!APPRAISENENT ~ ALLOWANCE OR DISALLOWANCE INtERITAHCE TAX DIVISION _.", r I ". ii' . c' OF DEDUCTIONS AND ASSESSNENT OF TAX PO BOX ZB0601 I , "': ' HARRISBURG PA 171ZB-0601 DATE ESTATE OF DA TE OF DEATH FILE NUMBER COUNTY ACN 07-03-2006 STACKPOLE 10-19-2004 21 04-0959 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side "nder Objections) AIIount R_i tted I 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 ..... iEV:ii47-Ei-ii:p-ioi:oii-NO;.icE-Oi:-iNHEii;.iNCE-;.ii-ippiiiiEMEN;.:-iiiowiNCE-oi--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX MARY C FILE NO. 21 04-0959 ACN 101 2005 JUL I 0 11:02 OF:Pimt. R MARK TH~~SESQ 101 S MARKET ST MECHANICSBURG PA 17055 ESTATE OF STACKPOLE '* AEV-1547 EX AFP (06-05) MARY C DATE 07-03-2006 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.t. (~l. A) 2. Stocks Met Bonds (SchHul. I) 3. Clos.ly H.ld Stockl~rtnershlp Int.r.st (Schedul. C) 4. Nort~s/Not.s R~lv8bl. (Schedul. D) 5. Cashl&.nk o.poslts/Nlsc. P.rsonel Prop.rty (Sch~l. E) 6. Jointly awn.d Property (SchHul. F) 7. T~sf.rs (~l. 8) 8. Tot.l Ass.ts ( ) CHAN8ED U) (2) (3) (4) U;) (6) (7) 116~000.00 16.674.35 .00 .00 19.258.86 .00 62.484.53 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fune~l ExpM1s.s/A.. Costs/Nbc. Exp~s.s (S~l. H) 10. Debts/Nortgsg. LI8bllltl.s/Li~s (Schedul. I) 11. Tot.l Deductions 12. N.t V.lu. of TaK R.turn 13. Charit8bl./80v.rna.nt.l &.qu.stSj Non-.l.ct.d 9113 Trusts (Schedul. J) 14. N.t V.lu. of Est.t. Subj~t to T.x I~ an assea..ent was issued previously. lines 1~. 15 and/or 16. 17. 18 and r~lect ~igures that include the total ~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. AIIount of Line 14 et Spousel r.t. US) 16. A.ount of Line 14 t.x8bl. .t Llne.l/Cle.. A r.t. (16) 17. A.ount of Line 14 et Sibling r.t. (17) 18. AMount of Line 14 t.x8bl. et Collet.rel/Cl.ss I r.t. (18) 19. Princip.l T.x Du8 NOTE: INTEREST/PEN PAID (-) 434. 17 (9) UO) 20~942.78 511 .42 (11) (2) (3) (4) .00 X 192~963. 54 X .00 X .00 X 00 = 045 = 12 = 15 = (9)= AttoUNT PAID 8.500.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To lnsur. proper c~dit to your BCcount. __it the upper portion of this fo~ with your taK P.Yll8nt. 214.417.74 21.454 20 192.963.54 .00 192.963.54 19 will .00 8.683.36 .00 .00 8.683.36 8.934.17 250.81CR .00 250.81CR (& ( IF TOTAL DUE IS LESS THAN .1. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU NAY IE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 07-03-2006 HALL 02-17-2005 21 05-0203 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) AIIount Re.i tted I 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 ..... REV: ii47 - Eit AFP - '( '03: 'Oii - NOTicE-oF - iNHERiTANCE-TAX - APPRAiiEMENT: - ALLOWANCE-OR - - - - - - - - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HELEN R FILE NO. 21 05-0203 ACN 101 .""'-Y_'r.i'~"_'''''-''-'''''''-~- COMMONWEALTH OF 'PENNSYLVANIA DEPARTMENT OF REVENUE ~~ ~TICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES pr-(:nF:D~D Oijf.'IfiI$EMENT, ALLOWANCE OR DISALLOWANCE IIItERITANCE TAX DIYISION ,. ~ -' ' " . OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 280601 "'! . HARRISBURG PA 17128-0601 ZUOS JUL ! 0 rJi! 1: 02 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN nCi~,:.,-. LAURA E STEGOSS~! ~$Q BLANK ROME ,-," 1 LOGAN SQ PHILA PA 19103 ESTATE OF HALL '* REY-1547 EX AFP (06-05> HELEN R TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED DATE 07-03-2006 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. FuneMll Expenses/A.. CostaIHlsc. Expenses (Schedule H) (9) 10. Debts/Hortpge L1_ilitles/Liens (Schedule I) (10) 4.891. 35 11. Totel Deductions (11) 12. Net V.lue of T_ Return (12) 13. Cherit_le/Governaent.l Bequests; Non-elected 9113 Trusts (Schedule J) (13) 14. Net V.lue of Est.te Subject to T_ (14) NOTE: I~ an asses.-ent was issued previously, lines 14, 15 and'or 16, 17, 18 and 19 will reflect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. ~t of Line 14 at Spousal rate (15) 16. A80unt of Line 14 t__le .t Line.l/Class A r.te (16) 17. A80unt of Line 14 at Sibling rate (17) 18. A80unt of Line 14 taxable .t Coll.teMll/Class B r.te (18) 19. Princip.l T.x Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.te (Schedule A) 2. Stocks and Bonc:Is (Schedule B) 3. Closely Held Stock/P.rtnership Interest (Schedule C) 4. HortpgeslNotes Receivable (Schedule D) 5. Cash/Bank DepositsIHisc. Person.l Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total As_ts .00 (1) (2) (3) (4) (5) (6) (7) 1.520.86 .00 .00 136.634.18 .00 1,397,712.10 (8) 28,630.54 .00 X 1,502,345.25 X .00 X .00 X INTEREST/PEN PAID (-) 3,380.28 AMOUNT PAID 64,339.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your eccount, sub111t the upper portion of this fOMl with your t_ pa~t. 1,535,867.14 33 .5::?l 89 1,502,345.25 .00 1,502,345.25 00 = 045 = 12 = 15 = .00 67,605.54 .00 .00 67,605.54 (19)= 67 , 719 . 28 113.74CR .00 113. 74CR ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 07-03-2006 EISLEY 06-02-2005 21 05-0535 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) A_aunt R_i tted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 ~Y!_~~9~f_!~J~_~J~J______~___!!!&!~_~g!!!_~g!!!9~_E9!_!gY!_!!~9!!f__~____________________ REV-1547 EX AFP (03-05) NOTICl OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CLARA G FILE NO. 21 05-0535 ACN 101 COHMOMWEALTH OF'PENNSYI..VANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAX~r:CCIPn:n n;:F:~~ISEHENT, ALLOWANCE OR DISALLOWANCE INtERITAIICE TAX DIVISION I... I ,V..,,-, ',,! "'Oli.' DEDUCTIONS AND ASSESSHENT OF TAX PO BOX 2110601 ,'" ," t, ,(' HARRISBURG PA 171211-0601 . 2UUS JUL I 0 Ii: 02 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ROBERT P KLINE" KLINE LAW OFF;rt::~ PO BOX 461 NEW CUMBERLAND PA 17070 ESTATE OF EISLEY '* REV-1S47 EX AFP (06-0S) CLARA G TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANSED. DATE 07-03-2006 I~ an asses..ent was issued previously, lines 14, 15 and~or 16, 17, 18 and r~l.ct ~igures that include the total ~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. ABount of Line 14 at Spousal rate (15) 16. ~unt of Line 14 taxable at Lineal/Class A rate (16) 17. ABount of Line 14 at Sibling rate (17) 18. ~t of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Clo..l~ Held stock/Partnership Interest (Schedule C) 4. HortgageslNotes Receivable (Schedule D) 5. C.shlBank DepositslHisc. Personel Propert~ (Schedule E) 6. JOintl~ Owned Propert~ (Schedule F) 7. Transfers (Schedule S) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) 182,000.00 56.047.41 .00 .00 10.380.02 9.634.17 10,359.70 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expen..s/A~. Costs/Hisc. Expanses (Schedule H) 10. Debts/Hortgage Liabilities/Lians (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Cheritable/Gove~tal Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax 18,017.63 (9) (10) 1.164.14 (11) (12) (13) (14) (Schedule J) NOTE: .00 X 248,239.53 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= DATE AHOUNT PAID NUMBER INTEREST/PEN PAID (-) *** SUMMARY 0 ALL 06 PAYMENTS ** 368.42 10,802.36 05-15-2006 BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-16-2006 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to ~our account, ...i t the upper portion of this for. with ~our tax pa~t. 268,421. 30 19.181 77 249,239.53 1,000.00 248,239.53 19 will .00 11,170.78 .00 .00 11,170.78 11,170.78 .00 42.16 42.16 ( IF TOTAL DUE IS LESS THAN .1, NO PAYHENT IS REQUIRED. 1 IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE, I\V A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ 07-03-2006 RUCKEL 06-10-2005 21 05-0572 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) AIIount R_i tted I 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 +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX AILEEN E FILE NO. 21 05-0572 ACN 101 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE p[:r([Qr:FD OFFICE OF NOTICE OF ;tNHERITANCE TAX BUREAU OF INDIVIDUAL TA~':, ',1-:; -~~, ,,~ C' ',;IAPPRAISEHENT, ALLOWANCE OR DISALLOWANCE INHERITANCE TAX DIVISION 11,_,;;: I '. .', .OF DEDUCTIONS AND ASSESSHENT OF TAX PO BOX ZII0601 ,,' ' , HARRISBURG PA 171ZII-0601 20% JtJL I 0 ri\111: 02 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN CHARLES E SHI€lDS III 6 CLOUSER RD MECHANICS BURG PA 17055 ESTATE OF RUCKEL *' REV-1547 EX AFP (06-05) AILEEN E TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHAN8ED DATE 07-03-2006 I~ an asses...nt was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will r~l.ct ~igures that include the total o~ Abb returns assessed to date. ASSESSMENT OF TAX: 15. ~t of Line 14 at Spousal rat. (15) 16. A~t of Line 14 taxabl. at Lineal/Class A rat. (16) 17. A.ount of Line 14 at Sibling rat. (17) 18. A.ount of Line 14 taxabl. at Collat.ral/Class Brat. (18) 19. Principal Tax Dua RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estat. (Sch8dul. A) 2. Stocks and Bonds (Schedul. B) 3. Closaly RaId Stock/Partnership Int.r.st (Schadul. C) 4. Hortgagas/Not.s Raceivabl. (Sch8dul. D) 5. C8sh/8W1k Daposits/Hlsc. P.rsonal Property (Sch8dul. E) 6. Jointly Owned Property (Sch8dul. F) 7. Tran.fars (Sch8dul. G) 8. Total As..ts .00 (1) (2) (3) (4) (5) (6) (7) 1. 797.44 .00 .00 25.979.26 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funaral EXP8nsas/A~. Costs/Hisc. Expans.s (Sch8dul. H) 10. Dabts/HOrtgaga Liabiliti.s/Lians (Sch8dul. I) 11. Total Deductions 12. Mat Valua of Tax R.turn 13. Charitabl./Govarn.antal 8equasts; Non-.lactad 9113 Trusts 14. Mat Valua of Estat. Subjact to Tax 10,638.32 (9) (10) 88.16 (II) (12) (13) (14) (Sch8dul. J) NOTE: .00 X 17,050.22 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= DATE 05-05-2006 INTEREST/PEN PAID (-) .00 AHOUNT PAID 767.25 NUllBER CD006664 BALANCE OF UNPAID INTEREST/PENALTY AS OF 05-06-2006 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insur. proper cr8dit to your IICcount, subIIi t tlw upp.r portion of this fo~ with your tax P8Yll8nt. 27,776.70 10.72& 48 17,050.22 .00 17,050.22 .00 767.25 .00 .00 767.25 767.25 .00 8.25 8.25 ( IF TOTAL DUE IS LESS THAN $I, NO PAYHENT IS REQUIRED. .!II? IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE fill...- A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) 07-03-2006 MELROY 08-06-2005 21 05-0720 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) AIIount R_i tted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS 4- REV: ii47 - Eit AFi. i '03: 'Oii -NOTicE-oF - iNHERiTANCE-TAX - APPRAiiEMENT: - ALLOWANCE-OR - - - - - - - - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DOROTHY G FILE NO. 21 05-0720 ACN 101 ~~.>r BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ~TICE OF INHERITANCE TAX FI:r('\CfP' (A~P~s:EJ!lENT I ALLOWANCE OR DISALLOWANCE !C_....i'-' ,,-,LV ,':::::r-bfDEiJUCTIONS AND ASSESSMENT OF TAX 2n'" n II I 0 It')"" "'" >li,) ,) ..... '- . 1l:02 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN neT CHARLES E SHIELD~,~tI 6 CLOUSE RD u MECHANICSBURG PA 17055 ESTATE OF MELROY '* REV-1547 EX AFP (06-05) DOROTHY G TAX RETURN "'AS: (X) ACCEPTED AS FILED ( ) CHANGED DATE 07-03-2006 I~ an asses..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect ~igures that include the total o~ ALL returns ass.ssed to date. ASSESSMENT OF TAX: 15. ~t of Line 14 at Spousal rate (15) 16. A.ount of Line 14 t.x~le at Li~l/Class A rate (16) 17. ADount of Lin. 14 at Sibling rate (17) 18. A.ount of Line 14 tax~le at Collateral/Class B rate (18) 19. Principal T.x Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partn.rship Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets 2001215.00 546.045.62 .00 .00 (1) (2) (3) (4) (5) (6) (7) 5.725.50 6.000.00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fwwral Expenses/AdII. Costs/Hisc. Expenses (Schedule H) lD. ~ts/Nortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of T.x Return 13. Charit~le/Govern..ntal Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to T.x 261273.89 (9) (10) 2.460.15 (11) (12) (13) (14) (Schedule J) NOTE: .00 X 7291252.08 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= NUltBER D005940 ''cD006670 INTEREST/PEN PAID (-) 11575.00 .00 AtIOUNT PAID 291925.00 11316.34 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED I SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your eccountl subIIi t the upper portion of this fora with your tax pa~t. 7571986.12 28.734 04 7291252.08 .00 7291252.08 .00 321816.34 .00 .00 321816.34 321816.34 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) I YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ 07-03-2006 BENNER 08-23-2005 21 05-0789 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) Mount R_i tt.d I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS +- iEv:i5~7-Ex-A;p-io3:o5i-NOTicE-o;-iNHEiiTANCE-TAx-APpiAiiEMENT:-ALLOWANCE-oi--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX WILLIE C FILE NO. 21 05-0789 ACN 101 COMMONWEALTH OF PENNSYLVANIA ., DEPARTMENT OF REVENUE - 0L.r:;.:->\ ,cr rV::F\Ct 0- NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL~~.c.iioL.J '::'-' . C'APPRAISEMENT I ALLOWANCE OR DISALLOWANCE IIItERITANCE TAX DIVISION i . .- OF DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 2110601 HARRISBURG PA 171211-0601 11\1 In 7.GfiJ) ,.)1.;'- U \\:02. DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN GEORGE W PO~JER ESQ 909 E CHOCOLATE AVE HERSHEY PA 17033 ESTATE OF BENNER * REV-1S47 EX AFP (06-05) WILLIE C TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANSED DATE 07-03-2006 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.te (Schedule A) 2. Stocks IIncI Bonds (Schedule B) 3. Clo_b Held Stock/P.rtnership Interest (Schedule C) 4. MortgageslNotes Receiveble (Schedule D) 5. CeshlBllnk DepositsIMlsc. Person.l Property (Schedule E) 6. JOintly Owned Property (Schedule F) 7. Trensfers (Schedule G) 8. Tot.l As_ts .00 .00 .00 .00 (1) (2) (3) (4) (5) (6) (7) 20.642.82 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funer.l ExpenseslA~. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgege Llebllities/Llens (Schedule I) 11. Toul Deductions 12. Net V.lue of Tex Return 13. CheriteblelGovern.ent.l Bequestsi Non-elected 9113 Trusts 14. Net V.lue of Est.te Subject to T.x 171700.25 (9) (10) 40.019.45 (11) (12) (13) (14) (Schedule J) NOTE: To insure proper credit to your eccountl ...it the upper portion of this for. with your tex p.Yll8ftt. 201642.82 57.710 70 371076.88- .00 371076.88- NOTE: If an a.......nt was i..U.d pr.viou.ly, lin.. 14, 15 and/or 16, 17, 18 and 19 will refl.ct figur.. that includ. the total of ~ r.turn. a......d to dat.. ASSESSMENT OF TAX: 15. AlIOUnt of Line 14 .t Spousel r.te (15) .00 X 00 = .00 16. AIIOUnt of Line 14 texeble .t Lin..l/Cl.ss A rete (16) .00 X 045 = .00 17. AIIOUnt of Line 14 .t Sibling rete (17) .00 X 12 = .00 18. hount of Line 14 t.xeble .t Co11.terellCless B rete (18) .00 X 15 = .00 19. Princlp.l Tex Due (19)= .00 INTEREST/PEN PAID (-) AItOUNT PAID DATE NUtlBER TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED I SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. .00 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. ~/) IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE l~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,-r~i-[r~-n r,"':-!,.Np~KE OF INHERITANCE TAX . ':'.I)I'LYbPRAlSENENT. ALLOWANCE OR DISALLOWANCE OF'DEDUcTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-03-2006 EMERT 08-21-2005 21 05-0828 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) Amount Remitted I 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 ~ iEY:is4;-EX-A;P-io3:0si-NOYiCE-O;-iNHEiiYANCE-YAX-APPUiSEMENY:-ALLONANCE-oi--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX NELLIE E FILE NO. 21 05-0828 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO lOX 280601 HARRISBURG PA 17128-0601 200S i Ii: 02 S BERNE SMITH ESQ Ci 107 N 24TH ST CAMP HILL PA 17011 ESTATE OF EMERT * REV-1547 EX AFP (06-05) NELLIE E DATE 07-03-2006 I~ an a.s....ent was i..ued previously, lines 14, 15 and/or 16, 17, 18 and r~lect ~igures that includ. the total o~ ALL return. a......d to dat.. ASSESSMENT OF TAX: 15. A80unt of Line 14 et Spou..l rete (15) 16. A.ount of Line 14 texable et Llneel/Class A rete (16) 17. A80unt of Line 14 et Sibling rete (17) 18. ~ount of Line 14 texable et Colleterel/Cless B rete (18) 19. Prlnclpel Tex Due TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estete (Schedule A) 2. Stocks end Bonds (Schedule B) 3. Clo..ly Held Stock/Partnership Interest (Schedule C) 4. ItortgegeslNotes Receivable (Schedule D) 5. CeshlBenk DeposltslNlsc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Totel As..ts APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funerel Expen..s/AdII. CostsIHlsc. Expenses (Schedule H) 10. Dabts/Hortge.. Liabilities/Liens (Schedule I) 11. Totel Deductions 12. Net Velue of Tex Return 13. Cherltable/GoYe~tel Bequestsi Non-elected 9113 Trusts 14. Net Velue of Estete Subject to Tex NOTE: INTEREST/PEN PAID (-) 1.079.50 · IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ) CHANGED (1) (2) (3) (4) (5) (6) (7) 121.500.00 .00 .00 .00 353.985.57 .00 38.257.99 (8) NOTE: To Insure proper credit to your eccount. subIIl t the upper portion of this for. with your tex pe~t. 513.743.56 33.9&7 08 479.776.48 .00 479.776.48 19 will .00 21.589.94 .00 .00 21.589.94 22.079.50 489.56CR .00 489.56CR ( IF TOTAL DUE IS LESS THAN tl. NO PAYMENT IS REClUIRED.,{'!/ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE ,~ A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) (9) (10) 27.647.10 6.319.98 (11) (12) (13) (14) (Schedule J) .00 X 479.776.48 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= AMOUNT PAID 21.000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 07-03-2006 KALAR 09-18-2005 21 05-0862 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) ~ount R..itt.dl I MAKE CHECK PAYABLE AND R.MIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX TIMOTHY M FILE NO. 21 05-0862 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX ;:cr~.r.,r;.i':rA~~~,u I ALLOWANCE OR DISALLOWANCE r '.}.,'." .u',..L) \-oF :HoUtTIONS AND ASSESSHENT OF TAX ~':I DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN I!: 02 JOHN DELORENZO ES~ GOLDBERG KATZMAN "- 320 MARKET ST HBG PA 17108 ESTATE OF KALAR . REV-1547 EX AFP (06-05) TIMOTHY M TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED DATE 07-03-2006 I~ .n ........nt w.. i.su.d pr.viously, lin.. 14, 15 .nd'or 16, 17, 18 .nd refl.ct ~igur.s th.t includ. the tot.l ~ ALL r.turn. .......d to d.t.. ASSESSMENT OF TAX: 15. A.ount of Line 14 at Spousal rat. (15) 16. A.ount of Line 14 taxable at Lin.al/Class A rat. (16) 17. A.ount of Lin. 14 at Sibling rat. (17) 18. ADDunt of Lin. 14 taxable at Collat.ral/Class B rate (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estate (Schedule A) 2. Stocks anc:I Bonds (Schedule B) 3. Closely Held Stock/Partnership Inter.st (Schedul. C) 4. ttortgageslNot.s ReceiVllble (Schedul. D) 5. Cash/Bank DeposltsIHisc. Personel Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule S) 8. Total Assets .00 .00 .00 .00 (1) (2) (3) (4) (5) (6) (7) 39.200.05 1.985.20 61545.98 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/A.. eostsIHlsc. Expenses (Schedule H) 18. Debts/ttortgage Liabilities/Lians (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitablel&over~tal Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax 131480.38 (9) (18) 37.362.73 (11) (12) (13) (14) (Schedul. .J) NOTE: .00 X .00 X .00 X .00 X DATE AHOUNT PAID NUltBER INTEREST/PEN PAID (-) NOTE: To insure proper credi t to your eccount I subIIi t the upper portion of this fo~ with your tax pa~t. 47 I 731. 23 ~D .843 11 31111.88- .00 31111.88- 19 will 00 = 045 = 12 = 15 = .00 .00 .00 .00 .00 (19)= TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE . 00 ~V ( IF TOTAL DUE IS LESS THAN $11 NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) I YOU HAY BE DU A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS.) · IF PAID AFTER DATE INDICATED I SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 07-03-2006 WISE 09-16-2005 21 05-0869 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) AIIount R_i tt.d I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CINDY M FILE NO. 21 05-0869 ACN 101 ,..r- 0': COMMONWEALTH OF PENNSYLVANIA d\, 'r- , · DEPARTMENT OF REVENUE nC'C{\~CtD Cr\~u,- ~: NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL \TAm . APPRAISEMENT 1 ALLOWANCE OR DISALLOWANCE ~~~~T~::;~oIAX DIVISION \ , .' \'\....', ,.Qi DEDUCTIONS AND ASSESSMENT OF TAX HARRISBURG PA 17128-0601 \J fl1'. ('\/, L\j\).~ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN r: THOMAS E FLOW~ SAIDIS ETAL 2109 MARKET ST CAMP HILL PA 17011 ESTATE OF WISE *' REV-1547 EX AFP (06-05) CINDY M TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHAN8ED DATE 07-03-2006 I~ an a.......nt was i..u.d pr.viou.ly, lin.s 14, 15 and/or 16, 17, 18 and refl.ct ~igur.s that include the total ~ ALL r.turns ass.ss.d to dat.. ASSESSMENT OF TAX: 15. A.ount of Line 14 .t Spousal r.te (15) 16. A.uunt of Line 14 t.x~le .t Llne.l/Cl.ss A r.te (16) 17. ~t of Line 14 .t Sibling r.te (17) 18. ABount of Line 14 t.x~le .t Coll.ter.l/Cl.ss B r.te (18) 19. Prlnclp.l T.x Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.t. (~l. A) 2. Stocks and Bonds (~l. B) 3. Clos.ly Held Stock/Partnership Int.rest (~le C) 4. Hort.....slNot.s Race1v~l. (Schedul. D) 5. C.shIB... Deposits/Misc. P.rsonel Property (Schedule E) 6. Jointly Owned Property (Schedul. F) 7. Transfers (Schedule G) 8. Tot.l Assats 1361380.00 38.189.83 .00 .00 (1) (2) (3) (4) (5) (6) (7) 25.586.33 168.20 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fune,..l Expansas/A.. CostslHlsc. Expans.s (Schedule H) 10. ~ts/Hortgege LI~llltles/Llans (Sch.dul. I) 11. Tot.l Deductions 12. Net V.lue of T.x R.turn 13. Charlt~lalGover~t.l Bequests; Non-.lect.d 9113 Trusts (Schedul. J) 14. Net V.lue of Est.te Subject to T.x (9) (10) 241679.40 113.471.63 (11) (12) (13) (14) NOTE: .00 X 621104.67 X .00 X 68.66 X 00 = 045 = 12 = 15 = (19)= INTEREST/PEN PAID (-) 140.25 AMOUNT PAID 31500.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED 1 SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To Insure proper credit to your .ccountl subIIl t the upper portion of this fo,.. with your t.x p.Yll8nt. 2001324.36 138.1!il 03 621173.33 .00 621173.33 19 will .00 21794.71 .00 10.30 21805.01 31640.25 835.24CR .00 835. 24CR ~ ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) 1 YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 07-03-2006 MILLER 09-22-2005 21 05-0872 CUMBERLAND 101 APPEAL DATE: 09-01-2006 (See reverse side "nder Objections) AIIount R_i tted I 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 +- REV: ii47- El(AFP- (oi:oii - NOTicE-oF - iNHERiTANCE-TAX - APPRAisEMENT: -ALLOWANCE-OR - - - - - - - - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX WILLIAM P FILE NO. 21 05-0872 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA r~~!~T~ENT OF REVENUE -.-,r,c,\r{) :..:Roh:ClfJIF INHERITANCE TAX ..'l"'R~"EIt~ ,:ALLOWANCE OR DISALLOWANCE .~_;l)f_DEDUCTIONS AND ASSESSHENT OF TAX 'J\\:03 : 1 i \0 DATE ESTATE OF DA TE OF DEATH FILE NUMBER COUNTY ACN JAN M WILEY WILEY ETAL 130 W CHURCH ST DILLSBURG PA 17019 ESTATE OF MILLER '* REV-1547 EX AFP (06-05) WILLIAM P TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED DATE 07-03-2006 I~ an a..e...ent was i..ued preViously, line. 14, 15 and/or 16, 17, 18 and refl.ct ~igur.s that include the total ~ ALL return. a....s.d to dat.. ASSESSMENT OF TAX: 15. A.ount of Line 14 at Spousal rate (15) 16. ~unt of Line 14 taKable at Llneel/Class A rate (16) 17. Aaount of Line 14 at Sibling rate (17) 18. A.ount of Line 14 taxable at Collateral/Class 8 rate (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN lASED ON: ORIGINAL RETURN 1. R..l Estate (Schedule A) 2. stock. and Bonds (Schedula 8) 3. Clo_ly Held Stock/Partnership Interast (Schedule C) 4. ttortgagas/Notes Receivable (Schedule D) 5. Cash/Bank DeposltslHisc. Personal Property (Schedule E) 6. JOintly Owned Property (Schaclule F) 7. Transfers (Schaclule 8) 8. Total As_ts (1) (2) (3) (4) (5) (6) (7) 60,504.59 .00 .00 .00 7.361.15 .00 774.78 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/A.. CostslHisc. Expan_s (Schedule H) 10. DabtslHortgaga Liabl1lties/Llans (Schedule I) 11. Total Deductions 12. Hat Value of TaK Return 13. Charltable/Govern.antal Bequests; Non-elected 9113 Trusts 14. Hat Value of Estate Subject to Tax 16,475.59 (9) (10) 660.10 (1) (2) (3) (4) (Schedula J) NOTE: .00 X 51,504.83 X .00 X .00 X 00 = 045 = 12 = 15 = (9)= INTEREST/PEN PAID (-) 90.00 .00 AItOUNT PAID 1,710.00 517.72 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insura proper credit to your account, subait the upper portion of this fo~ with your taK pe~t. 68,640.52 17 . 13~ ~9 51,504.83 .00 51,504.83 19 will .00 2,317.72 .00 .00 2,317.72 2,317.72 .00 .00 .00 Jl-' ( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY 8E DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 07-03-2006 KAUFMAN 10-02-2005 21 05-0886 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) A.ount R..1tt.dl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: RESISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 CUT ALONG THIS LINE --+ RETAIN LOWER PORTION FOR YOUR RECORDS +-- REY:is47-EX-AFP-'(oi:os')-NOTicE-OF-iNHERiTANCE-TAX-APPRAiSEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX PARKER E FILE NO. 21 05-0886 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX za0601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVeMUE n:-:cOPDEi~f~':(SF(tNHERITANCE TAX ~'AU~ttE~. ~ n,LOWANCE, OR DISALLOWANCE . '.. 'Of' 'DJ:DUC'tION$. ~ND ASSESSI1ENT OF TAX 2DC5 1;] :' ;;11: 0 3 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN RICHARD C RUPP ESQ RUPP & MEIKLE 355 N 21ST ST STE 201 CAMP HILL PA 17011 ESTATE OF KAUFMAN *' REV-15~7 EX AFP (06-05) PARKER E TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED DATE 07-03-2006 I~ an as......nt was 1s.u.d pr.v1ou.ly, 11n.s 14, 15 and'or 16, 17, 18 and 19 will r~lect ~1gur.s that 1nclud. the total ~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 at Spou.al rat. (15) 16. Aaount of Line 14 taxable at Lineal/Class A rat. (16) 17. Aaount of Line 14 at Sibling rat. (17) 18. Aaount of Line 14 taxable at Collat.ral/Cla.s Brat. (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORISINAL RETURN 1. Raal E.tat. (Schedul. A) 2. Stock. and Bonds (Schedul. B) 3. Clo_b Held stock/Partnership Int.rast (Schedul. C) 4. Itort.....s/Not.. Racalvabl. (Schedul. D) 5. Cash/Bank Dapo.U./ltlsc. P.rsonal Prop.rty (Sch.dul. E) 6. Jointly Owned Proparty (Schedul. F) 7. Tran.f.rs (Schedul. G) 8. Total As_ts (1) (2) (3) (4) (5) (6) (7) 204.528.88 .00 .00 .00 55.181. 02 .00 5.000.00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expan..s/AdII. Costs/Misc. Expans.s (Schedul. H) 10. Dabts/ltortgaga Llabllltl.s/Llans (Schedul. I) 11. Total Deductions 12. Net Value of Tax R.turn 13. Charltabl./Gov.rn.antal Bequests; Non-.lected 9113 Trusts 14. Net Value of E.tat. Subject to Tax (9) (10) 28.685.08 6.779.69 (11) (12) (13) (14) (Schedula J) NOTE: .00 X 229.245.13 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= DATE 05-17-2006 INTEREST/PEN PAID (-) .00 AItOUNT PAID 10.316.03 NUtlBER CD006707 NOTE: To Insur. propar credit to your account. subIIl t the upper portion of this for. with your tax pe~t. 264.709.90 35.464 77 229.245.13 .00 229.245.13 .00 10.316.03 .00 .00 10.316.03 TOTAL TAX CREDIT 10.316.03 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. .(1./ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE ~- A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) · IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ,.t!.}'j.',r.....,.., COMMONWEALTH OF PENN$YLVANIA DEPARTMENT OF RE~SNUE :~'C("('r,r,rf\ C.r-r",,,,,)tq TJ:CE OF INHERITANCE TAX ! !.,L,),-1Ut=:....~,,~{tPfr I ALLOWANCE OR DISALLOWANCE --) /'OF,IlEDOcTIONS AND ASSESSMENT OF TAX I 07-03-2006 METZDORF 07-24-2005 21 05-0920 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) AIIount R_i tted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 CUT ALONG THIS LINE .... RETAIN LOWER PORTION FOR YOUR RECORDS +- ---------------------------------------------------------.------------,--------------------- REV-15~7 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HELEN FILE NO. 21 05-0920 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2110601 HARRISBURG PA 17128-0601 20GS !' [I. li3 !',; ,~~t}~ HOWELL C METTE METTE ETAL PO BOX 5950 HBG ESiQ' PA 17110 ESTATE OF METZDORF DATE ESTATE OF DATE OF DEATH F.lLE NUMBER COUNTY ACN *' REV-1547 EX AFP (06-05) HELEN DATE 07-03-2006 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funerwl Expenses/A.. Costs/tllsc. Expens.s (Schedul. H) 10. Debts/Nort~ Liabiliti.s/Liens (Schedule I) 11. Tot.l Deductions 12. Net V.lue of Tax Return 13. CNlrltabl./Gov.r......t.l Bequests; Non-.lected 9113 Trusts (Schedul. .J> 14. Net V.lue of Est.t. Subject to Tax TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.t. (Schedul. A) 2. Stocks and Bonds (Schedul. B) 3. Closely Held Stock/P.rtnership Int.rest (Schedul. C) 4. Nortgag.s/Not.s Rec.ivabl. (Schedul. D) 5. Cesh/BMk Deposlts/tllsc. P.rsonal Prop.rty (Sch.dul. E) 6. Jointly Owned Prop.rty (Schedul. F) 7. Transf.rs (Schedul. 8) 8. Tot.l Ass.ts NOTE: ( ) CHAN8ED (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 4.458.28 436.608.23 .00 (8) NOTE: To insure proper credit to your .ccountl subIIi t tNl upper portion of this forti with your tax~t. 4411066.51 8.821 81 4321244.70 .00 4321244.70 If an asses..ent was issued previouslY, lines 1~, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. AIIount of Line 14 .t Spousel r.t. (15) 16. A80unt of Line 14 t.xabl. .t Lineal/Cl.ss A r.t. (16) 17. A80unt of Line 14 .t Sibling rat. (17) 18. A.ount of Lin. 14 taxable at Collat.ral/Class Brat. (18) 19. Principal T.x Due DATE 10-17-2005 04-27-2006 NUtlBER CD005908 CD006629 INTEREST/PEN PAID (-) 964.77 .00 (9) (10) 41206.15 .00 191451.01 .00 .00 191451.01 TOTAL TAX CREDIT 191451.01 BALANCE OF TAX DUE .00 INTEREST AND PEN. .09 TOTAL DUE . 09 ~ ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. 1J IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) · IF PAID AFTER DATE INDICATEDI SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 4.615.66 ll1) ll2) (13) (14) .00 X 4321244.70 X .00 X .00 X 00 = 045 = 12 = 15 = ll9)= AMOUNT PAID 181330.61 155.63 07-03-2006 MELLOTT 11-02-2005 21 05-0993 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) ~ount R..itt.dl 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 +- iEV:is4;-Ei-AFP-ioi:osi-NOTicE-OF-iNHEiiTANCE-TAi-APPiAiiEMENT:-ALLOWANCE-oi--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX BOYD M FILE NO. 21 05-0993 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2110601 HARRISBURG PA 171211-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE AP~iiQJ~ :tE~Ce'T:C~I~~LCJtfANCE OFj~HDtlQttONSANQ .ASSESSHENT OF TAX ZDu5 '1- 10 II:=~TE OF DATE OF DEATH FILE NUMBER COUNTY ACN WILLIAM A DUNCAN 1 IRVINE ROW CARLISLE PA 17013 ESTATE OF MELLOTT '* REV-1547 EX AFP (06-05) BOVD M TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED DATE 07-03-2006 If an a.......nt was is.U.d pr.viously, lin.s 14, 15 and/or 16, 17, 18 and refl.ct figur.. that include the total of ~ return. a.....ed to dat.. ASSESSMENT OF TAX: 15. Aaount of Line 14 at Spousal rate (15) 16. ~t of Line 14 taxable at Lineal/Class A rate (16) 17. ~t of Line 14 at Sibling rate (17) 18. ~t of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. HortgageslNotes Receivable (Schedule D) 5. Cash/Bank DeposltslHlsc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 19.057.02 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/A~. CostsIHlsc. Expenses (Schedule H) 10. DebtslHortgege Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charltable/Gove~tal Bequests; Non-elected 9113 Trusts 14. Net Value of Estate Subject to Tax 8,774.00 (9) (10) 1.763.90 (1lJ (12) (13) (14) (Schedule J) NOTE: 8,519.12 X .00 X .00 X .00 X INTEREST/PEN PAID (-) AHOUNT PAID DATE NUltBER NOTE: To lnsura proper credl t to your account, subIIl t the upper portion of this fora with your tax paYlHlnt. 19,057.02 lO.!i37 90 8,519.12 .00 8,519.12 19 will 00 = 045 = 12 = 15 = .00 .00 .00 .00 .00 (19)= TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE' A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. "':':,j'.}! "'~r ."- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE r:,:r,r."Pr'.,{.-.L ~." rrF~.-.~E OF INHERITANCE TAX r"j\)' l!j~~IStlfENT. ALLOWANCE OR DISALLOWANCE -(/,. " -.Ot'DEDucTJ:ONS AND ASSESSI1ENT OF TAX *' REV-1547 EX AFP (06-05) 07-03-2006 OBERDICK SR 09-16-2005 21 05-1088 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) AIIount R8IIittedl 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 +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX LEON FILE NO. 21 05-1088 ACN 101 In t C,I i Ii: 03 DATE ESTATE OF DA TE OF DEATH FILE NUMBER COUNTY ACN LEON JAN M WILEY WILEY ETAL 130 W CHURCH ST DILLSBURG PA 17019 ESTATE OF OBERDICK SR DATE 07-03-2006 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANSED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.te (Sch8dule A) 2. Stock. -.,d Bonds (Sch8dule B) 3. Clo..b tl8ld Stock/P8rt.,.rshlp Interest (Sch8dule C) 4. Itort81188s1Notes R8c81Y1lble (Sch8dule D) i. C8sh/B8nk D8p0slts/ltlsc. PersOl18l ProP8rty (Schtldule E) 6. Jointly o.n.d PrQp8rty (Sch8dule F) 7. Tr8nsfers (Sch8dule 8) 8. Tot81 As..ts (1) (2) (3) (4) (i) (6) (7) .00 .00 .00 .00 NOTE: To Insure prQP8r cr8dlt to your 8CCOunt. subIIlt thtl upp8r portion of this for. with your tex peYll8nt. 16.071.51 .00 .00 (8) 16.071 .51 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funer8l Exp8n.es/AdII. CostslHlsc. E.-n... (Sch8dule H) 10. D8bts/ltort81188 Llabillties/LI8ns (Sch8dule I) 11. Tot.l o.ductions 12. N8t V.1UII of T_ Return 13. CMrltable/80vern..nt.l B8qUests; Non-el8Ct8d 9113 Trusts 14. N8t V.1UII of Est.te Subj8Ct to T.x (9) (10) 5.540.81 3.746.39 (11) (12) (13) (14) 9.287 20 6.784.31 .00 6.784.31 (Sch8dule .J) NOTE: I~ an asses..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect ~igures that include the total ~ ALL returns assessed to date. ASSESSMENT OF TAX: Ii. AIIount of U.,. 14 .t Spousal r8te (1i) 16. AIIount of Ll.,. 14 t_able .t Llne.l/Cl.ss A r8te (16) 17. AIIount of Li.,. 14 .t Sibling rete (17) 18. A.uunt of Ll.,. 14 t_able .t Colleter.l/Cless B r.t. (18) 19. Prlnclp.l Tex Due .00 X 6.784.31 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= .00 305.29 .00 .00 305.29 DATE 05-10-2006 MlltBER CD006688 INTEREST/PEN PAID (-) .00 AMOUNT PAID 305.29 · IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 305.29 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 .~1LI ( IF TOTAL DUE IS LESS THAN $I. NO PAY"ENT IS REQUIRED. ~ IF TOTAL DUE IS REFLECTED AS A ''CREDIT" (CR). YOU MY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ",,~~t\OF INHERITANCE TAX r,r If\~iA~$$Efb' i,'ALLOWANtE OR DISALLOWANCE rC ~;j' .',':'iJt~ ~liIOHS AND ASSESSMENT OF TAX 07-03-2006 SHIPMAN 12-12-2005 21 05-1094 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) AIIount RHittedl 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 .... ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX SHIRLEY G FILE NO. 21 05-1094 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 7f1,nr.. "". \...~i d"J In r', \ \: 03 t "'.; THOMAS E FLOWER SAlOIS ETAL 2109 MARKET ST CAMP HILL PA 17011 ESTATE OF SHIPMAN DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN '* REV-1547 EX AFP (06-05) SHIRLEY G DATE 07-03-2006 I~ an asse...ent was issued previously, lines 14, 15 and'or 16, 17, 18 and reflect ~igures that include the total ~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 at Spousal rate (15) 16. A.ount of Line 14 taxable at Lineal/Cless A rat. (16) 17. ~t of Line 14 at Sibling rate (17) 18. A.ount of Line 14 taxable at Collat.ral/Cless B rate (18) 19. PrinciPIIl Tax Due TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estate (Schedule A) 2. Stocks IInd Bonds (Schedule B) 3. Closel~ H.ld Stock/Partnership Interest (Schedule C) 4. Mortll8Sllls/Notes Receivable (Schedule D) 5. Cash/Bank Daposits/Hisc. Personal Propart~ (Schedule E) 6. JOintl~ Owned Propart~ (Schedule F) 7. Transfers (Schedul. S) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expan..s/A.... eosts/Hlsc. Expanses (Schedul. H) 10. Dabts/Mortgaga Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Sovernaantal Baquasts; Non-.lected 9113 Trusts 14. Net Value of Estate Subject to Tax NOTE: NUHBER D006347 INTEREST/PEN PAID (-) 992.45 ( ) CHANGED (1) (2) (3) (4) (5) (6) (7) .00 NOTE: To insure prOPllr cradi t to ~our account ~ __i t the upper portion of this fora with ~our tax ~t. 475~328.00 34.241 16 441~086.84 .00 441~086.84 19 will .00 19~848.91 .00 .00 19~848.91 TOTAL TAX CREDIT 20~492.45 BALANCE OF TAX DUE 643.54CR INTEREST AND PEN. .00 TOTAL DUE 643.54CR ( IF TOTAL DUE IS LESS THAN $1~ NO PAYtlENT IS REQUIRED. ~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) ~ YOU ItAY BE DUE . A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) · IF PAID AFTER DATE INDICATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 238.448.01 .00 .00 148.393.40 .00 88~486.59 (8) (9) (10) 23~770.33 10.470.83 (11) (12) (13) (14) (Schedule J) .00 X 441 ~ 086.84 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= AMOUNT PAID 19~500.00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ;--:.=r(IJr',':!~f~~;[i,';:-:tNHERITANCE TAX , .... '~""R&:rs,eMENT~ . ALLOWANCE OR DISALLOWANCE Of : DEDUCTIONS -AND ASSESSHENT OF TAX \\: 03 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 07-03-2006 RATCLIFF 12-15-2005 21 06-0017 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) A.aunt R..ittedl 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 +- REV: iS47 - EX - AFil i oi:osi - NOTicE-oF - iNHERiTANCE-TAX - APPRAisEMENT: - ALLOWANCE-OR - - - - - - - - - - - - - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX H C FILE NO. 21 06-0017 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2110601 HARRISBURG PA 171211-0601 ;n ~ \) STANLEY A SMITH RHOADS I SINON PO BOX 1146 HBG ESQ PA 17108 ESTATE OF RATCLIFF *' REV-1547 EX AFP (06-05) H C DATE 07-03-2006 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expens.s/A~. CostslHlsc. Expanses (Schedul. H) 10. Dabts/Kortgaga Llabllltl.s/Llans (Schedul. I) 11. Tot.l Deductions 12. Hat Value of Tax R.turn 13. Charltab1./60v.r~tal Baquastsj Non-.lected 9113 Trusts (Schedul. J) 14. Mat Value of Estata Subj.ct to Tax l'f an assesRent was issued preViously, lines 14, 15 and"ar 16, 17,18 and reflect 'figures that include the total a'f ALL returns assessed to date. ASSESSMENT OF TAX: 15. ~t of Line 14 at Spousal rat. (15) 16. ABount of Lln. 14 taxable at Lineal/Class A rat. (16) 17. A~t of Line 14 .t Sibling rat. (17) 18. ABount of Lln. 14 taxable at Collat.ral/Class B r.t. (18) 19. Principal Tax Due TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..1 Estat. (Schedul. A) 2. Stocks and Bonds (Schedul. B) 3. Clos.1y Held Stock/Partnership Int.rest (Schedule C) 4. Kortgagas/Notes Receivable (Schedule D) 5. CashlBank DaposltslHIsc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedul. 9) 8. Total Assets NOTE: INTEREST/PEN PAID (-) 2.631. 58 .00 · IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( ) CHAN8ED (1) (2) (3) (4) (5) (6) (7) 248.360.33 979.948.97 .00 .00 96.183.06 .00 .00 (8) NOTE: To Insur. proper credit to your account. s~lt the upper portion of this for. with your tax pa~t. 1.324.492.36 3&.71;2 12 1.287.740.24 .00 1.287.740.24 19 will (19)= .00 57.948.31 .00 .00 57.948.31 (9) (10) 34.519.45 57.948.31 .00 .00 .00 ~1/ 2.232.67 (11) (12) (13) (14) .00 X 1.287.740.24 X .00 X .00 X 00 = 045 = 12 = 15 = ( IF TOTAL DUE IS LESS THAN $I. NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT"" (CR). YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) AHOUNT PAID 50.000.00 5.316.73 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 07-03-2006 DESORMEAUX 12-25-2005 21 06-0026 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) Mount R..i tt.d I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR RECORDS +- REY:is47-Ex-APp-ioi:05i-NOTicE-op-iNHERiTANCE-TAx-APpiiiSEMENT:-ALLOWANCE-OR--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JOSEPHINE FILE NO. 21 06-0026 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIYISION PO BOX 2110601 HARRISBURG PA 171211-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE --'.2.C.. '" cc(r\c..i\C\'i 1}C,.QJ!.,I CE-OF INHERITANCE TAX i ',,\..'j' :APQ~EM~ ALLOWANCE OR DISALLOWANCE \ >'.. Of 'DEDUCTIONS AND ASSESSMENT OF TAX t)flnr. L L~U;J \ () r,"\ \\ : 0 l+ DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN NORMAN M YOFFE YOFFE I YOFFE 214 SENATE AVE CAMP HILL ESQ STE 40 PA 17011 ESTATE OF DESORMEAUX *' REY-15'7 EX AFP (06-05) JOSEPHINE TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHAN8ED DATE 07-03-2006 If an ass.....nt was i..u.d pr.viously, lin.s 14, 15 and/or 16, 17, 18 and 19 will reflect figures that includ. the total of ALL r.turn. a..es..d to date. ASSESSMENT OF TAX: 15. AIIoI.rtt of Line 14 at SpouSlll ,..te (15) 16. A.uunt of Line 14 taxeble at Lineel/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. ~t of Line 14 taxeble at Collateral/Class B rata (18) 19. Principal Tax Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks anc:I Bonds (Schedule B) 3. CloSllly Held Stock/Partnership Interest (Schedule C) 4. HortgageslNotes Receivable (SchIIcIule D) 5. CashlBank DepositslHlsc. Pers_l Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total As_ts U) (2) (3) (4) (5) (6) (7) 1501000.00 58.387.50 .00 .00 114.201.64 .00 691659.05 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fune,..l Expanses/A~. CostslHisc. Expanses (Schedule H) 10. Debts/Hortgage Liabilities/Lians (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govern.ental 8equestsi Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 271343.53 21.777.11 (11) (12) (13) (14) NOTE: .00 X 3431127.55 X .00 X .00 X 00 = 045 = 12 = 15 = (9)= INTEREST/PEN PAID (-) 622.89 .00 AItOUNT PAID 111835.00 31013.99 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED 1 SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insu,.. proper credi t to your eccount 1 subIIi t the upper portion of this for. with your tax paYll8ftt. 3921248.19 49.120 &4 3431127.55 .00 3431127.55 .00 151440.74 .00 .00 151440.74 151471.88 31.14CR .00 31.14CR ( IF TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 07-03-2006 WAGNER 01-24-2006 21 06-0087 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) AIIount R_i't'tedl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 CUT ALONG THIS LINE ..... RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX BETTY C FILE NO. 21 06-0087 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 210601 HARRISBURG PA 17121-0601 COMMONWEALTH OF PENNSYLVANIA rr" Pf',C;' ('~~ENT OF REVENUE 1,,\:::I~D,,u-c.J ~):NO'tfCE OF INHERITANCE TAX ,::f: r'" '~i!~z.$EMENT.; ALLOWANCE OR DISALLOWANCE ... OF DEDUCTIONS AND ASSESSHENT OF TAX in, ," \ \: 04 I'. llj'1r U.dd DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN JAMES D BOGAR BOGAR a HIPP LAW OFCS 1 W MAIN ST SHIREMANSTOWN PA 17011 ESTATE OF WAGNER *' REV-1547 EX AFP (06-05) BETTY C TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHAN8ED DATE 07-03-2006 I~ an asses..en't was issued previously, lines 14, 15 and'or 16, 17, 18 and r~lec1: ~igures 'tha't include 'the 'to'tal o~ ALL re'turns assessed 'to da'te. ASSESSMENT OF TAX: 15. Aaount of Line 14 et Spousel rete (15) 16. ABount of Line 14 taxeble et Llneel/Cless A rete (16) 17. Aeount of Line 14 et Sibling rete (17) 18. A.ount of Line 14 texeble et Colleterel/Cless B rete (18) 19. Prlnclpel Tex RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estete (Schedule A) 2. Stocks end Bonds (Schedule B) 3. Closely Held Stock/Pertnershlp Interest (Schedule C) 4. ItortgegeslNotes Reeeiveble (Schedule D) 5. CeshlBenk DeposltsIHlsc. Personel Property (Schedule E) 6. .JoIntly Owned Property (Schedule F) 7. Trensfers (Schedule G) 8. Totel Assets 1441000.00 .00 .00 .00 (1) (2) (3) (4) (5) (6) (7) 123.121.72 .00 15.998.69 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funerel EXPenses/A~. CostsIHlsc. Expenses (Schedule H) ID. DebtslHortgege Llebllltles/Llens (Schedule I) 11. Totel Deductions 12. Net Velue of Tex R.tum 13. CherlteblelGovernDBntel Bequestsi Non-eleeted 9113 Trusts 14. Net Velue of Estete Subject to Tex 261744.02 (9) (1D) 1. 011. 04 (11) (12) (13) (14) (Schedule J) NOTE: .00 X .00 X .00 X 2521365.35 X 00 = 045 = 12 = 15 = (19)= INTEREST/PEN PAID (-) 11888.50 .00 AMOUNT PAID 351881. 50 84.80 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED I SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To Insure proper credit to your eecount. ...1 t the upper portion of this fore with your tex peYllW1t. 283.120.41 27.7!i!i 0& 255.365.35 3.000.00 252.365.35 19 will .00 .00 .00 37.854.80 371854.80 371854.80 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE , ,('rr:\{~~ CY NOTICE OF INHERITANCE TAX BUREAU OF INDIVIDUAL TAXES,U'f'()fFD ',;\ \ ,A"~ISE"ENT, ALLOWANCE OR DISALLOWANCE IIItERITANCE TAX DIVISION ~,'.F -~', Of DEDUCTIONS AND ASSESSMENT OF TAX PO BOX 210601 0 . "".' HARRISBURG PA 17121-0601 -- * REV-1547 EX AFP (06-05) 07-03-2006 COOPER 12-26-2004 21 06-0094 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side "nder Objections) ~ount R..itt.dl 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 +- iEV:ii4'-Ei-AFP-ioi:oii-NOTicE-OF-iNHEiiTANCE-TAi-APPiAiiEMENT:-ALLONANCE-oi--------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JOANNE K FILE NO. 21 06-0094 ACN 101 ~? \() u \\:04 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN JOANNE K MICHAEL S TRAVI~: 3904 TRINDLE RD \/ ,0 CAMP HILL PA 17011 ESTATE OF COOPER DATE 07-03-2006 TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANBED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Est.te (Schedule A) 2. Stocks end Bonds (Schedule B) 3. Closely Held Stock/P.rtnership Intere.t (Schedule C) 4. HortgageslNotes Receivable (Schedule D) 5. CeshlBenk Deposits/Hisc. Person.l Property (Schedul. E) 6. Jointly Owned Property (Schedul. F) 7. Trensfers (Schedul. G) 8. Tot.l Ass.ts .00 NOTE: To insure proper credit to your eccount, subIIU the upper portion of this fore with your tex p.yeent. (1) (2) (3) (4) (5) (6) (7) 39.634.80 .00 .00 5.065.55 .00 .00 (8) 44,700.40 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funer.l Expens.s/A~. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgege Liebiliti.s/Liens (Schedul. I) 11. Tot.l Deductions 12. Net V.l.... of Tex R.turn 13. Ch.riteble/Gov.rn.ant.l Bequests; Non-.lect.d 9113 Trusts (Schedul. J) 14. Net V.lu. of Est.t. Subj.ct to Tex (9) (10) 9,744.50 69.010.00 (11) (12) (13) (14) 78.71;4 40 34,054.10- .00 34,054.10- 19 will NOTE: I~ an a.......nt was i..u.d pr.viou.1y, 1in.. 14, 15 and/or 16, 17, 18 and r~l.ct ~igur.. that include the total of ALL return. a......d to date. ASSESSMENT OF TAX: 15. Aeount of Une 14 .t Spousel r.t. (15) 16. ABount of Line 14 t.xebl. .t Lin-.l/Cl..s A rete (16) 17. Aeount of Line 14 .t Sibling rete (17) 18. Aaount of Line 14 t.xeble .t Coll.t.r.l/Cl.s. B rete (18) 19. Princip.l Tax Due .00 X .00 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= .00 .00 .00 .00 .00 DATE NUttIER INTEREST/PEN PAID (-) AttCMfT PAID · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 ~ IF TOTAL DUE IS LESS THAN $1, ND PAYtlENT IS REQUIRED. .~ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE'\" A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 07-03-2006 GARDNER 04-23-2004 21 06-0179 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) AIIaunt R_itt.dl I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLEI PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CLARENCE A FILE NO. 21 06-0179 ACN 101 cr_':_-=~cCc-~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE F:(fr:'~:.:r\ !~,...,...,!,",,",;qcE OF INHERITANCE TAX ""~:',:!APPRAisEHENr I ALLOWANCE OR DISALLOWANCE , .::' (1# :DE~TIONS AND ASSESSMENT OF TAX In f'" II' . 01 ,,' I" I '. -t DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN r\. . JERRY A WEIGLE ES'Q WEIGLE & ASSOCS 126 EKING ST SHIPPENSBURG PA 17257 ESTATE OF GARDNER *' REV-1547 EX AFP (06-05) CLARENCE A TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHAN8ED DATE 07-03-2006 I~ an a.......nt was i..u.d pr.viau.lY, lin.. 14, 15 and/ar 16, 17, 18 and r~l.ct ~igur.. that include the tatal a~ ~ r.turn. a......d ta date. ASSESSMENT OF TAX: 15. AIIount of Line 14 et Spousel rete US) 16. Aaount of Line 14 t.xeble et Lineel/Cless A rete (16) 17. A~t of Line 14 et Sibling rete (17) 18. Amount of Line 14 texable et Colleterel/Cless B rete (18) 19. Principel T.x Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l Estete (Schedule A) 2. Stocks 8nc:I Bonds (Schedule B) 3. Closely Held Stock/Pertnership Interest (Schedule C) 4. ~rtgegeslNotes ReceiV8ble (Schedule D) S. Cesh/B8nk DepositsIMisc. Personel Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Trensfers (Schedule G) 8. Totel As_ts .00 (1) (2) (3) (4) (5) (6) (7) 74.571.12 .00 .00 2.035.64 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funerel Expenses/A.. CostslMisc. Expenses (Schedule H) 10. Debts~rtgege Liebilities/Liens (Schedule I) 11. Totel Deductions 12. Net Velue of T.x Return 13. Cheritable/GovernB8ntel Bequests; Non-elected 9113 Trusts 14. Net Velue of E_tete Subject to Tex 111365.10 (9) UO) .00 Ul) (12) (13) (4) (Schedule J) NOTE: 651241.66 X .00 X .00 X .00 X INTEREST/PEN PAID (-) AttOUNT PAID DATE NUltBER TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED I SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your eccountl subIIU the '-"Per portion of this fore with your t.x peYllllnt. 761606.76 1] .~61i 10 651241.66 .00 651241.66 19 will 00 = 045 = 12 = 15 = .00 .00 .00 .00 .00 (9)= .00 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $11 NO PAYltENT IS REQUIRED. ~/1 _ IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) I YOU MY BE DUE. . V A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 07-03-2006 VARLETT 03-11-2006 21 06-0282 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side "nder Objections) A.ount R_i tted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS UNE ..... RETAIN LOWER PORTION FOR YOUR RECORDS +- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RICHARD M FILE NO. 21 06-0282 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 250601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE __~ ,",~OU~8f'~~~RITANCE TAX 4flP.~t~1 iLlWANCE OR DISALLOWANCE OFD~DlJqJONS.ANDASSESSHENT OF TAX ., . ZGJ(l \:] t' 0 l1IlaTE . I ' crq , . ESTATE OF DATE OF DEATH FILE NUMBER ,COUNTY ACN ROGER B IRWIN ESQ IRWIN I MCKNIGHT 60 W POMFRET ST CARLISLE PA 17013 ESTATE OF VARLETT *' AEV-1547 EX AFP (06-05) RICHARD M TAX RETURN MAS: (X) ACCEPTED AS FILED ( ) CHANGED DATE 07-03-2006 I~ an asses..ent was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect ~igures that include the total ~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. A.ount of Line 14 et Spousel rate (15) 16. A.ount of Line 14 tax*ble et Lineel/Cl.ss A rete (16) 17. A.ount of Line 14 .t Sibling rate (17) 18. ABount of Line 14 tax*ble et Colleter.l/Cl.ss B rete (18) 19. Principel T.x Due RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Re.l Est.te (Schedule A) 2. Stocks end Bonds (Schedule B) 3. Closely Held Stock/P.rtnership Interest (Schedule C) 4. ttortgqes/Notes ReceiVllble (Schedule D) 5. C.sh/Benk Deposits/Misc. Personal Property (Schedule E) 6. ~intly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Tot.l Assets 82.000.00 6.203.75 .00 .00 (1) (2) (3) (4) (5) (6) (7) 38.042.16 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/A.. Costs/Mlsc. Expenses (Schedule H) 10. Debts/Mortgage Li*bilities/Liens (Schedule I) 11. Tot.l Deductions 12. Net V.lue of Tax Return 13. Cherit*ble/Govern.entel Bequests; Non-elected 9113 Trusts 14. Net Velue of Est.te Subject to T.x (9) (10) 9,123.09 196.47 (11) (12) (13) (14) (Schedule J) NOTE: .00 X 116,926.35 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= INTEREST/PEN PAID (-) 263.08 AMOUNT PAID 4,998.53 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE · IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your eccount, ....it the upper portion of this fora with your tax pey.-nt. 126,245.91 9.319 56 116,926.35 .00 116,926.35 .00 5,261. 69 .00 .00 5,261.69 5,261.61 .08 .00 .08 ~ ( IF TOTAL DUE IS LESS THAN .1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 07-03-2006 SWOPE 03-03-2006 21 06-0305 CUMBERLAND 101 APPEAL DATE: 09-01-2006 ( See reverse side under Objections) A.ount R_i tted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 ~YI_~~~~'_I~~!_~~~J______~___!!!&!~_~g~!!_~g!!!g~_~g!_yg~!_!!~g!P!__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CLIFFORD W FILE NO. 21 06-0305 ACN 101 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE :"'r'~'rrr"", ~.r""!"'[ ,,- n::L,);-<.L'C LNOndJD~', .filHERITANCE TAX -l\?pumItEKr,: nCOWANCE OR DISALLOWANCE ....OF DEDUCTIONS. AND ASSESSI1ENT OF TAX 'if)'1( LL~u;J !! I (I r _ [..,.> i r'.OI i!. -}DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN R THOMAS MURPHY ESQ PATTERSON ETAL 239 E MAIN ST WAYNESBORO PA 17268 ESTATE OF SWOPE '* REV-1S47 EX AFP (06-0S) CLIFFORD W TAX RETURN WAS: (X) ACCEPTED AS FILED ( ) CHANGED DATE 07-03-2006 I~ an ...e...ent was is.ued previou.ly, lines 14, 15 and'or 16, 17, 18 and r~lect ~igure. that include the total ~ ALL returns a.....ed to date. ASSESSMENT OF TAX: 15. MOWlt of Un. 14 .t Spous.l ...te (15) 16. AIIDWlt of Line 14 t.xebl. .t Lineel/CI.ss A ...t. (16) 17. A~t of Line 14 .t Sibling ...t. (17) 18. Mount of Line 14 t.x.bl. .t Coll.t....l/Cl.ss B ...t. (18) 19. p..incip.l T.x Du. RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. R..l E.tet. (Schedul. A) 2. Stock. end Bond. (Schedul. B) 3. Clo..ly Held StocklPe..tne...hip Int....st (Sch.dul. C) 4. tto..t....slNot.s Rec.ivebl. (Schedul. D) 5. CeshlBenk Depo.U./"isc. P....onel PI"OP...ty (Schedul. E) 6. JOintly Owned P..ope..ty (Schedul. F) 7. T..en.f.... (Schedul. G) 8. Tot.l A...ts 161. 000.00 .00 .00 .00 (1) (2) (3) (4) (5) (6) (7) 2.887.00 728.00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Fune...l Expen..s1A~. Cost~i.c. Expen... (Schedul. H) 10. Debtsllto..tgege Liebiliti../Liens (Schedul. I) 11. Tot.l Deductions 12. Net V.lue of T_ Return 13. Che..itebl./Gov...n.ent.l Bequest.; Non-.lected 9113 Tru.ts 14. Net V.lue of Est.t. Subject to T.x 171014.00 (9) (10) 608.00 (11) (12) (13) (14) (Sch.dul. J) NOTE: .00 X 1461993.00 X .00 X .00 X 00 = 045 = 12 = 15 = (19)= INTEREST/PEN PAID (-) 330.74 AttOUNT PAID 61284.00 NOTE: To insu... p..op... c...dit to you.. eccountl suIHIi t the uppe.. po..tion of this fo... with you.. t.x PQllent. 1641615.00 17.&22 00 1461993.00 .00 1461993.00 19 will .00 61615.00 .00 .00 61615.00 TOTAL TAX CREDIT 61614.74 BALANCE OF TAX DUE .26 INTEREST AND PEN. .00 TOTAL DUE . 26 ~ IF TOTAL DUE IS LESS THAN tll NO PAYltENT IS REQUIRED. . l. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR) 1 YOU MY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FO~ FOR INSTRUCTIONS.) · IF PAID AFTER DATE INDICATED 1 SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. COMMONWEALTH OF PENNSYLVANIA C:-:DepARTMENT OF REVENUE 'BU'ReAu OF INDIVIDUAL TAXES PO Box 280601 IR~RRI5aURG, PA 17128-0601 Telephone Cl.EFi/< OF December 29 2006 ORP~-' CCYJRT , C' .1" .,!,~,._-,- i .'. I It;:",' 717783-6893 Fax 717 772-0412 Karl E. Rominger, Esq. 155 S. Hanover St. Carlisle, Pa. 17013 Re: Estate of Margaret Hoch File Number 2104-0926 Dear Attorney Rominger: This is in response to your letter of December 21, 2006 concerning the inheritance tax return due in the above referenced estate. Since it is apparent that you will be unable to file a tax return in the near future, the estate record will be placed in an informal hold status for an additional period of six (6) months so that the department will initiate no enforcement activity. At the end of that period we would ask that you contact us to provide an updated status for our file. The return may be filed at any time during the informal hold period. Kindly note that this action will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. Thank you for your cooperation, and, if I may be of any further assistance, please feel free to contact my office. . .11 p ! ;~..tJy':':~ -'-- urel Fulmer upervisor Laurel Fulmer Inheritance Tax Division Email-Ifulmer@state.pa.us S5 FAMILY SETTLEMENT AND REL EASE IN ESTATE OF MARGARET HoeH (File No. 2094-00926) KNOW ALL MEN BY THESE PRESENTS, that WHEREAS, Margaret Hoch late of214 East Yellow Breeches Road, Carlisle, Cumberland County, Pennsylvania, deceased, died testate on October 3, 2004, having first made her Last will and Testament, which was duly executed on July 3, 2003, and is duly recorded at the Register of Wills in Cumberland County, Pennsylvania. WHEREAS, the said Margaret Hoch, by the aforesaid Last Will and Testament, named Kevin A. Lenkner and George M. Lenkner, as Executors of said Last Will and Testament; WHEREAS, letters testamentary on the estate ofthe said decedent were duly issued by the Register of Wills of Cumberland County, Pennsylvania, to the said Executors hereinafter called personal representatives; WHEREAS, the-said personal representative has gathered the assets of the estate of the said decedent and the assets consist of real and personal property; to a total value of 158,653.59 as set forth in the attached schedule and Inheritance Tax Return, which is attached hereto and made a part hereof, and marked Exhibits "A" and "B" respectively. WHEREAS, the debts and deductions, including the payment of inheritance tax in the said estate, amount to $62,009.83, leaving a balance for distribution of$96,643.86. WHEREAS, the balance for distribution as shown in the said Inheritance Tax Return marked as Exhibit "A" has been distributed as herein indicated in accordance with the terms of the Last Will and Testament of the said decedent; (") c~ ?!: Cl ~n :E (") 1-'- ;!?:FT; ;~> :2,; ::0 .,-2: (/') ^ oao c~O-n OC : :0 :o-t ~ '" c::::> c:::> ...... <- c: r- \.0 -0 :x ~ c..n o (..:, C) - .--1 -i I _ .- -1 I 00"; c'-') ~~:.:- rn 1,,_~.'.) C) -q NOW, THEREFORE, KNOW YE, that I, Bonnie Lenkner, George M. Lenkner, Kevin A. Lenkner, Barry Hoch, Lee Lenkner, and Jason Hoch, the heirs under the Last Will and Testament of the said decedent, and being those persons entitled to inherit under said Last Will and Testament, do hereby acknowledge that I have this day had and received from the aforesaid personal representative, in full satisfaction and payment of all sum or sums of money, legacies, bequests, and devises as are given, devised and bequeathed to me by the said Last Will and Testament, the amount due me under said Last Will and Testament; AND, I do hereby stipulate that in order to avoid the expense and time involved in the filing of a formal account and schedule of distribution, I agree that no account is necessary and I do hereby agree that I do consent to distribution being made without the filing of an account .and schedule of distribution, the same to be with the same force and effect as if they had been filed and confirmed by the Orphan's Court Division of the Court of Common Pleas, Cumberland County. THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said personal representatives, Kevin A. Lenkner, and George M. Lenkner, their heirs, executors, and administrators and assigns, or and from the said estate and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever for or by reason thereof, or for any other use, matter, cause or thing whatsoever, touching upon the state of the said decedent, and I do further hereby covenant and agree that should any liability come due to the estate of the said decedent after the signing of this agreement, I do hereby covenant and agree that I will contribute my share of the estate to satisfy any and all claims, demands, suits, or causes of action which may be successfully prosecuted against the said estate or the aforesaid personal representative after the signing, sealing and delivery of this family settlement and final release. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ?.J t day of 7v ~ e 2007. ? KeMrf/ Witness COMMONWEAL TH OF PENNSYL VANIA : SS. COUNTY OF CUMBERLAND On this, the ~ day of ~~ , 2007, before me, a notary public, the undersigned officer, personally appeared Kevin Lenkner, (known to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. &~b t:? 4 Notary Public . l' Membe . hIli OF PENNSVLVA ~otarial Seal Binger, NoIaIyPubllc .J. ClJl'IJberiand'County n Expires Aug.11. 2010 ::"~ia AsSociation pf No~aries .-J'- J IN WITNESS WHEREOF, I have hereunto set my hand and seal this J II day of l.tN- 2007. Witness Kevin A. Lenkner Witness George M. Lenkner Witness Bonnie Lenkner Witness ; Barry Hoch fiII= J~~ - -, \ ;>='I' , .rz---------t. \''\\ dCf..--' -4 '~ess ",--. Witness Lee Lenkner COMMONWEALTH OF PENNSYLVANIA : SS. COUNTY OF CUMBERLAND On this, the J 1 day of ~ I.U) e.. ' 2007, before me, a notary public, the undersigned officer, personally appeared Jason Hoch, (known to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. \\\\\111111 'II III ~,..\\" STRQ III...... -~ 0: (:. .............. ~ " ,,"' ~. e....AT. .... , $.~1.,...;;;;I' . '.", ~ ~~f ~"-:. ~~J' .. : I IN WITNESS WHEREOF, I have hereunto set my hand and seal this 23 day of :r oJ '" e... 2007. X Kevi~enkner VL-- ,<<~ ~er Witness ~~~~ Witness eiz,pl1l C 'i4Jr-- · Witness Barry Hoch Witness Witness Jason Hoch Witness f;t-. {o);. ~ i ct. COMMONWEAL TH OF PCNNSYL YA'NIA ~ SMlIIM1eO. : SS. COUNTY OF GUMD:CRLANB rJ On this, the 2.3 day of :r v (I e... , 2007, before me, a notary public, the undersigned officer, personally appeared George M. Lenkner, (known to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that# executed the same for the purposes therein contained. JtA.L IN WITNESS WHEREOF, I hereunto set my hand and official seal. J.'a GOPAL C. PATEL ~ U}- COMM. # 1662994 'Ii . . NOTAIlY 1'VBl.lC. CALIFORNIA VI SAN MATEO COUIlTY - ~. MY ColIM. Exp. MAy 2, 2010 .r ~~ Notary Public >>(.11'1/121 PH - 6St> - 8=fA.. ~<t '*' . . IN WITNESS WHEREOF, I have hereunto set my hand and seal this JL day of "':\ult.( 2007. Witnesi /' / lmess Witness \ \ /' Witness /' I ,l' \ 1/ Witness V II i \ " I I i \ \ \ \ \ \ \ \ \ \ \ r\_ J\e~ UiLl, t) 4.A.. ('}.. /ll .. Witness )i{~ Lee Lenkner COMMONWEAL TH OF PENNSYL VANIA : SS. COUNTY OF CUMBERLAND On this, the -J-L day of -::r UJI\_.~._ , 2007, before me, a notary public, the undersigned officer, personally appeared Lee Lenkner, (known to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. ~~clJ d f!J~- DEANNA L MoICINNEY ID. 2IS4061 WJfAJ:f PIIUC c..... CommisIIcII bp11819I9/2010 . , .. . .. IN WITNESS WHEREOF, I have hereunto set my hand and seal this J Lj day of ~ 2007. Witness Kevin A. Lenkner f/ George M. Lenkner ~';:'L.,f/~ ~ Bonnie Lenkner Witness Barry Hoch Witness Jason Hoch Witness Lee Lenkner COMMONWEAL TH OF PENNSYL VANIA COUNTY OF 'CUMBERLAUD-~- york On this, the 14 day of ~).JE , 2007, before me, a notary public, the undersigned officer, personally appeared Bonnie Lenkner, (known to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. : SS. IN WITNESS WHEREOF, I hereunto set my hand and official seal. COMMONV\EALTH OF PENNSYLVANIA NOTARIAL SE"AL GREGORY L. MOLLENKOPF, NOTARY PUBLIC SPRINGETTSBURY lWP., YORK COUNTY MY COMMISSION EXPIRES OCT. 10, 2010 # . IN WIlNESS WHEREOF, I have hereunto set my hand and seal this ~ day of ~07. Witness Witness Witness Witness lie l=Mer M Bwry ~ Lee Le &~~a.._ ltness Witness COMMONWEAL TH OF PENNSYL VANIA : SS. COUNTY OF CUMBERLAND On this, the ---tK- day of .::rutJ E , 2007, before me, a notary public, the undersigned officer, personally appeared Barry Hoch, (known to me or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. -tP...~~.~~...1:> PATRICIA R. STFIOtNAN ~. MY COMMISSION. DO 672512 .. 1r exPIRES: May 10, 2011 ~'t f1F f\.rfI-~ ......Thnllludgll NllIIry Sel\1C8I ~~ Notary Public Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/18/2007 ;-'-.-,.) ROMINGER KARL ERNST ESQUIRE 155 S HANOVER ST :() c-""\ -_...~J ,~ /~~ CARLISLE, PA 17013 C) ~- -;'1 (.J! o RE: Estate of HOCH MARGARET R File Number: 2004-00926 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~A r., ~l' _ r I . '." l~A.l.~~i! " / Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File Personal Representative(s) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/18/2007 LENKNER KEVIN A -C-) ~~;o , 7..] -.J (/1 202 EAST KING STREET APT 5 YORK, PA 17403 co _.~ (n o RE: Estate of HOCH MARGARET R File Number: 2004-00926 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~.~~ Glenda Farner Strasbaugh- Clerk of the Orphans' Court cc: File Counsel Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/18/2007 LENKNER GEORGE M ( ) c: co --...,J (/) 1475 COPENHAFFER RD DOVER, PA 17315 ,~-') -n -rJ (.11 o RE: Estate of HOCH MARGARET R File Number: 2004-00926 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. I, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 10/03/2007 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~/I ~,9' . ;;:.4) ./ lJ' .' b'$/~" t~IR:1' i Ll7;;;A;.t~j G' naa Fa ner Strasbaugh Clerk of the Orphans' ~burt cc: File Counsel 09-11-2007 HOCH 10-03-2004 21 04-0926 CUMBERLAND 101 APPEAL DATE: 11-10-2007 ( See reverse side under Objections) A.ount Re.Ittedl I MAKE CHECK PAYABLE AND REMIT PAYMENT R~GISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ,--,'-f" ":HancE OF INHERITANCE TAX A~PRAI~EMENT, ALLOWANCE OR DISALLOWANCE O~ 'n~DUCTIONS AND ASSESSMENT OF TAX BU~~AU OF INDIVIDUAL TAXES I~RITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 17128-0601 2001 SEP I 7 A~j II: 25 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN KARL E ROMINGER ROMINGER & WHARE 155 S HANOVER ST CARLISLE Cl.ER< OF OR""l !.I '1'0 (''(lllqT ,/ --1/,,: \,) \j '~<,:'.I 1 I. el I" H.., , .. " JA Il.,;"',,' ; I. PA 17013 '* REV-15~7 EX AFP (06-05) MARGARET R TO: ~Y!_~~~~~_!~l~_~l~~______~___~~!~!~_~~~~~_~~~!!~~_~~~_!~~~_~~~~~P!__~____________________ REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOCH MARGARET R FILE NO. 21 04-0926 ACN 101 DATE 09-11-2007 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE NOTE: If an assess.ent was Issued prevIously, lInes 14, 15 and/or 16, 17, 18 and 19 wIll reflect fIgures that Include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 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 rate 19. Principal Tax Due S: Cl5) .00 X 00 .00 (16) 105,852.21 X 045 = 4,763.35 Cl7> .00 X 12 = .00 (18) .00 X 15 = .00 Cl9)= 4,763.35 AMOUNT PAID 4,553.89 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. 3. 4. 5. 6. 7. 8. (1) (2) (3) (4) (5) (6) (7) 135,000.00 .00 .00 .00 23,653.59 .00 .00 (8) Stocks and Bonds (Schedule B) Closely Held Stock/Partnership Interest (Schedule C) Mortgages/Notes Receivable (Schedule D) Cash/Bank Deposits/Misc. Personal Property (Schedule E) Jointly Owned Property (Schedule F) Transfers (Schedule G) Total Assets 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 (9) ClO) 37,884.87 14.916.51 (11) Cl2) Cl3) Cl4) N DATE 07-05-2007 NUMBER CD008372 PAID (-) .00 INTEREST IS CHARGED THROUGH 09-26-2007 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE * IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 158,653.59 1i?ROl 38 105,852.21 .00 105,852.21 4,553.89 209.46 649.77 859.23 ( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) REV-1470 EX (A-88) .- INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENrS NAME Margaret R. Hoch FILE NUMBER Sheila Megonnell ACN 2104-0926 101 REVIEWED BY ITEM SCHEDULE NO. EXPLANATION OF CHANGES 6,10, 11, 12 & 13 Repairs to real estate cannot be used as deductions against the decedent's estate unless the real estate has been sold. ROW Page 1 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CLLV\AJDe..r-\ OJ'Lcl COUNTY, PENNSYLVANIA Name of Decedent: lYo..r;gaXfJU.- H--od-t Date of Death: ()::Jobe.r 3 {d()()t..f File Number: d~( - tJ51d-0 . Pursuant to Pa. O.C. Rule 6.12, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . .. Ja,Yes 0 No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is YES, state the following: a. Did the personal representative file a final account with the Court? . . . . . .. ~Y es 0 No b. The separate Orphans' Court No. (if any) for the personal representative's account is: 111ft I c. Did the personal representative state an account informally to the parties in interest? ............................... ~es DNo d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may b0 filed with the Clerk of the Orphans' Court and may be attached to this report. Date q /a7./r;7. - I I ...::r :.:,r~ 1--- 0::: Capacity: DPersonal Representative ~Counsel N,E:[,LE:.!;;O:W~6t- ~(~ /$. 0 . flOVU . A{lir&~ ~ft /70 t3 I r/1) diJl" {Q070 Telephone :~r: ~ 6 ~==~ .....' (-'----; r- t'-l 0- ld </) r- c.,.-:") C-:.::) ("'.....,~ >:~ '~~~' li_~; ~!:: Ol _r, , CO":: _ 00-:-; D ~\ COMMONWEALTH OF PENNSYL VANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128.0601 REV.1162 EX( 11.96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ROMINGER KARL ERNST ESQUIRE 155 S HANOVER ST CARLISLE, PA 17013 __..nn_ fold ESTATE INFORMATION: SSN: 196-14-2971 FILE NUMBER: 2104-0926 DECEDENT NAME: HOCH MARGARET R DATE OF PAYMENT: 09/28/2007 POSTMARK DATE: 09/28/2007 COUNTY: CUMBERLAND DATE OF DEATH: 10/03/2004 NO. CD 008758 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $859.23 I I I I I I I I TOTAL AMOUNT PAID: $859.23 REMARKS: CHECK# 1850 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS GLENDA FARNER STRASBAUGH REGISTER OF WILLS DATE 09-11-2007 ESTATE OF HOCH MARGARET R DATE OF DEATH 10-03-2004 FILE NUMBER 21 04-0926 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 11-10-2007 ( See reverse side under Objections) Amount Remitted It.) 1. /l.. ~ 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 +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HOCH MARGARET R FILE NO. 21 04-0926 ACN 101 DATE 09-11-2007 JBUREAJ OF INDIVIDUAL INHERITANCE TAX DIVISION PO BOX 2B060I HARRISBURG PA 17I2B-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX TAXES - -- I~ / .~-~...... " , "-.-/1 r ., ql~h' " , '-';- C'3 KARL E ROMINGER ROMINGER & WHARE 155 S HANOVER ST CARLISLE PA 17013 REV-I547 EX AFP (06-05) TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of !hh returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 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 rate 19. Principal Tax Due TAX CREDITS' 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) (1) (2) (3) (4) (5) (6) (7) 135,000.00 .00 .00 .00 23.653.59 .00 .00 (8) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 37,884.87 (9) (to) 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 14.916.51 NOTE: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 158,653.59 Cl1) Cl2) Cl3) Cl4) 5?801.38 105,852.21 .00 105,852.21 (15) (16) Cl7) Cl8) .00 X 00 .00 105,852.21 X 045 = 4,763.35 .00 X 12 .00 .00 X 15 .00 (19)= 4,763.35 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-05-2007 CD008372 .00 4,553.89 INTEREST IS CHARGED THROUGH 09-26-2007 TOTAL TAX CREDIT 4,553.89 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 209.46 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 649.77 TOTAL DUE 859.23 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME REi-! 47, EX "".88) . REVIEWED BY ITEM SCHEDULE NO. 6,10, 11, 12 & 13 INHERITANCE TAX EXPLANA TION OF CHANGES Margaret R. Hoch Sheila Megonnell FILE NUMBER ACN 2104-0926 101 EXPLANA nON OF CHANGES Repairs to real estate cannot be used as deductions against the decedent's estate unless the real estate has been sold. ORIGINAL Page 1 . C",'" "'1- COMMONWEALTH OF PENNSYLVANIA DE.~A,R.TMENT OF REVENUE : INH~RITANCE TAX STATEMENT OF ACCOUNT *' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO lOX 210601 HARRISIURG PA 17121-0601 REV-1607 EX AFP (03-05) 'ifl'il '\:nq 9 ,,;;I~ t ; r 'I - Pill?,: 28 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-30-2007 HOCH 10-03-2004 21 04-0926 CUMBERLAND 101 MARGARET R 0,","'" h~r C!.F." KARL E ROMINGER ROMINGER & WHARE 155 S HANOVER ST CARLISLE A.ount Re.itted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS +- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT *** ESTATE OF HOCH MARGARET R FILE NO.21 04-0926 ACN 101 DATE 10-30-2007 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-04-2007 PRINCIPAL TAX DUE: 4,763.35 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-05-2007 CD008372 .00 4,553.89 09-28-2007 CD008758 649.77- 859.23 10-26-2007 SBADJUST .00 .09 TOTAL TAX CREDIT 4,763.35 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 * SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN .1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) I ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE RF'ORDFD OF~. ITANCE TAX I -~ . ,::~~. \ ,I, 'NT OF ACCOUNT RcGISTtH IJ, ,~tL .)" '~,. '* REV-1607 EX AFP (03-05) KARL E ROMINGER ROMINGER & WHARE 155 S HANOVER ST CARLISLE CLERK OF ORPHAN'S COURT CUMBER~/'ND CO, PA DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-29-2007 HOCH 10-03-2004 21 04-0926 CUMBERLAND 101 MARGARET R 2001 NOV 16 PM 1: 35 Amount Remitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS +- --------------------------------------------------------------------------- REV-1607 EX AFP (03-05) *** INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF HOCH MARGARET R FILE NO. 21 04-0926 ACN 101 DATE 10-29-2007 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-04-2007 PRINCIPAL TAX DUE: 4,763.35 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-05-2007 CD008372 .00 4,553.89 09-28-2007 CDOO8758 649.77- 859.23 10-26-2007 SBADJUST .00 .09 TOTAL TAX CREDIT 4,763.35 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 II SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN *1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 00 'I::: ~ ~ b ~~ _..' ;t:>~ f/t)fJ. ;: ~ ~ ~ .;j~~~ '_. ,'~ ~ ~ jt;; 0, t: 't! ';;? q"::::; ,:: "" <0: ' ~~t3tf!:J l<:: g;R ~'"' ~ ~ ~...., 1!~~~g;~ .;::,~ ~ c; <;' ~JitJ~~ ~ od t: ,;;j ~ ~ 't~ /J'g~~ 1'~1A1,. ".;; g ~ Il ~ '" lb... ~ ~.~~ ~~ ~ tt:::Jf' ~;; ~ .. ~" rv~! ~ , Oc5> ~ ," :t .. '"J '~...'-- , ~;'~'1:' .' ,.., , 1 ~ :/t"p:,cr::. \f. ' l'~ . . ~ .<~, :,l. ..,.: '-.s -:t ,>-~-''''l~' '1.," ~ . -:j::.t...~:--"7, ~~ .~.::-~-;t~' ~'1f~:-:}.~ ,',J ':R' l.r) - :?' ~ ~ ~ ;::> :::;- '0 ::;- ci:: (z C ~- ff c. - I 1--.. f:5 '- I':':::-~ ~,,-:::J 'I lr; t "( t; "( ~ E-f ~ 0r>J ~ 00 ~ ~~ 4:;""" i/ t1 E-t .J..J J;::i 0~ q11 ~ f4 ~ !j CV~' ~~ ~ " o o ~ Cb -;: 0) A o J ('I " (3 Oq ...... '" :::-.:::- 3,i 'j ~ ;;0 ~ 0" -..2 A", :::-.:::- ~ It .::;::; ..., " lti_.:: ~ p.. k' !<.f -::-2 ~B I '" ;j ;;; q- 9-' ..., AIQ J!{'f R s ..., !qJ'rt I ? ,f~{J! I ~ .>r" .:!IofAtI i? :::$ Oi /;,.., !q 2 $lj of( ~ .:: ~~lfl. 2f ~~ .:: I{OljRR ~ .../1..."0 ~ ~ --2 f/~.., ...J /fl. ~ (~ /!),t ~I /i! ....,