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Home My WebLink About95-0218 • H108.lq Rsr. ?/87 TYPENRwT w PERMANENT aulac r+Ic I i This is to certify that the certificate hereunto attached is a true and accurate copy of the original death record on file with the Division of Vital Records, and that Frank Yeropoli, whose name is subscribed thereto, was at the time of subscribing the same and now is Director, Division of Vital Records of the Department of Health, for the Commonwealth of Pennsylvania, duly appointed and commissioned as directed by Act 66 of the General Assembly, approved 29 June 1953, P.L. 304. AUG 16 2001 ? • Date Fran eropoli, ' ect Division of Vital Records P.O. Box 1528 New Castle, PA 16103 COMMONWEALTH OF PENNSYLIMNIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH G25?8G SWEfrE NUMrR NAME OP DECEDENT IFnt Mkk«. Wp SE% SDCIAL SECURRY NUMBER DATE DPOFAMiMa«I Orµ'Arrl ._ . ,.MARY MARGARET TITZEL LENZER ,. Female ~. 178 - 16 - 4597 .. March 15, 1995 ADE(La11 BiMaa„ uNDEtv+YEAR uNDERIar DaEDCewTN BYfRrRACE A~Yar vucEas DE.aNl~wro•.-y..:lrwomoodw wy Marts . D•Y• wM. = wAraa IMOnn. OrK, wn Shan Far~pnCaulry) „pap,pl OTNEA : 91 Yla Aug 26,1903 T Harrisburg,PA ~r^ ERrAMar,rr^ oa^ „~ A ;,~;,~~^ ~^ collNTVaPDEATN CRY,B011D.TYIPaPOEAn, NAYERaa.rr~ol..prearaM.nera,ne.ll vnaDECEDENTOPN18iRNlGgrpwy MCE-A•N.kMlkgrl,ereeYAlra .t . . Cumberland BSo. Middleton Cuaberland Crossi wL~wOr,r,awd,o~e.r.White ~p ngs Retirement Mrtle~4PrraRkln.alG DECEDEwra waorw~swESSnNDUSrRY MRaDECEmirEYERw yAARrw~sBaus ~' M - ..Iw a»ulea,almn. Par u.s ARMEDPDRCESf Na.asMrisr,wMerNr, n n«en~'w r..kYlyBNCaad ~1 w~ w0 o.In.s.r,ra,mlrMY D•~•B• DNrlraalBP.cry, Secreta Oi 1 '"'z "'°B" „ „ ,~ „ 4 , Divorced 1r. DECmENrswurw~DDRESBIa.acrwro••.sRw.zacmx s ,T~sur PA 1 Longsdorf Way DM ,Ta.~r~..e«.eN.r,.rk So. Middleton ~ Carlisle, PA 17013 ""'°°'• ~•«'•~ ,r, °~rM Q M..rkpr w,««err Bssr 17R 1TA0 r/YIISr1Yai BIIBad Ra~MR's ~~~~ ~~' ~q James M Titz l MOTMEq'B NAME girl, Miesa. Mairn3un«al ~rrAa.a . e „ Bertha Gallo er wPDnwNrs NAME Rys•IPrM John T. Titzel sMAEIMB ADDRiBB1Arl,CIM6wA, 9ws, meow 143? Brandton Rd., Mechanicsburg PA 17055 oPOaraerrlo,y acDlePOS,ROn , PaACEDPOI,vDertIDN•NSwadCawMM,ICIrIMSr, ioc~oaN•Dr,+Elwslr.mcor BIrIS10 cwlurl«® RrwY kar BNSS^ .~~ ~ ar orw A«• °"'r°"~ O1iN19e~'" ~ ,march 16, 1995 =East Harrisburg Crematory l Harrisburg, PA 17109 elDNitWE~nwERK Ir'~oR.ERea+ACIwD Ae wcN NUMBER ~ NAMEANDADDRESSOSrAwrv ,~.~M~w ~ ~ , , •/Ot~~ s.- F1t-iVIEDF7NAN FH, 23xd & Sts 7104 A sra2lktgrrdaR Carrgallr MEardlnT, knarNrpa, essrla•wnaratrr lkr•.ORS rOplkcr lrNl LICENSE NUMBER DATE BKIIIEO Yrl srrWM r IYrls d0wlla Drys wn "lI ~ Bwr2aBB rsr lresrlPlsNrW OP DiERN PRpNpUNCEp pE~pIMuM.. Dr%wl) MNE GIBE RFiERREDTO MEWCAL E7UMBIEPo001bNEAf rsa Pl•nsla«•asaM. ~. 85/O A~ M. A7CVC~ /a / g 4S w• ^ wl~ t}:MYI-k EdwIM AW«r. Y~wl••smmpkyi,.rwwE UlrOBw E«tl1. DO nol mrermoe•dpiq,wlM«crWea nrpMrMy r.wl. slack arliwlWW. i ppierr catlrrrm«MWBbO«IM.OUt -~' LY•PYyarawmsrN «r. AOPrrursL• PART Ik Orr rBNBB7IA~E CA1gEIF.rY iarNw rMrsWl n011••Ir^OlnlruMrNYgnrr,yarir RV1TI. e««v - ~ ~ I b (~ lOIa+ASACONSE NcEaFr. n ~ einl ~ ro pR AsACONSEOUe cE oFx ~ CAUBEIDisssrar •tiI•y ~ ~ ~++,lr.e •»~ Due ropn ASA CONSEQUENCE arx ralirp n osd4 L.ABi 6 MMB AN AUIOPBY YAsJ1E AUR7PBYFWDw0.4 MANNER OF DEATN OARi OFIN.AIRY TIME OFIINURY MNriYgYlORK7 DESCRIBE IIOW rINIILY OCCVARED. PEAFORkEpY AM1rABLEPRrMI W IM°w Dsr '~I . . COLilE71011 OFCAUSE ® IlanaYA7t ^ OF OEJBN9 Nalwal Aatlr,rr ^ P••B^B k•••~•••a ^ w ^ w ^ p~ w ^ wKJ w ^ w ^ sme. ^ ca.rd oar e. el.••k.« ^ M. PUCE OF IKNJfyY. N nanw lum !Mats laCb o1BCa O , , . ry, L CATM7N ISr•el C7y/fwvn. Sry - Ylln4.a. (Spanlyq tr0. IL M ~ CMITIFIEN ICI LoNYOro) ~ SgNRINi 'CMSfIPY e AND rr PMYIIGAN (Pl.ywr/an o•.oryn9 c•us.tl Oats w.anr.aNw plryaic'rn M panapW Oats me ••m Zq TO rra O«Id« k M• A Y n•r B•, a,Meee.r.ar Ow«rr ^ / ••.rlsj.nda.un.arr•hYl ..................................................... 7/- ~'..~ ~ V •PgONp{r,Drp AND wRwYrNy PIIYBICLAN ^ UCENBE MI~ROL{OG- -ONE9NEDIMar%DM wll r 7 ~ / A tlw s..edray.M^•••••B•. rasU.a•err,ar d~y,avsiWnoanngaaYi one arklyaq bea.a,d a.ala) IH' ` ra.,ew,alw gsea,aM rra Lr r.arla.plar m•.awrndw .......................... ~ e.~ 'MEDICAL E%AMINEq/COpDNER (~~ AooRE88OP PERSON wHD OP OE.IBN oR tln 4rrN d rrrndbn rsW7« Ir N ••• B+B•rI, h «y opnirn, Mrln w na Mmr, drtr, rnl •cr, rnd eua «ulr c,u A «rrlrsrsldrd......... a ••(U rld ...... .... . ........................ .................................. ]IS. ... ^ Pd /3o:Ir , REGISTLWy'S SMaNATURE AND NU ~' ~t¢~ ~ D.vE FILEDPAOrai. Day. Y«rl )1 /i A h l n. c>~a>~. _ x. ~ - '~-~~~ ,,FF (~ (~ by Ci''..: - REV 500 EX +(7-g4) ~ ~ 6 V `/ t'l ~ FOA SPOUSALF DEATH AFTER 12/81/91 CH ECK HERE V /~ V INHERITANCE Y1~X RETURN POVERTY CREDIT IS CLAIMED MMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENT FILE NUMBER DEPARTMENT OF REVENUE (TO BE FILED IN DUPLICATE 2195-0218 DEPT. 280801 RRISBURG, PA 17128-0801 WITH REGISTER OF WILLS COUNTY CODE YEAR NUMBER D DENTS NAME(LAST, FIRST, AND MIDDLE INITIAL) DECEDENT'S COMPLETE ADDRESS E Lenzer, Mar aret Titzel 1 Longsdorf Way C SOCIAL SECURITY NUMBER DATE OF DEATH DATE OF BIRTH Carlisle, PA 17013 p 178-16-4597 03/15/1995 08/26/1903 N County Cumberland T (IF APPLICABLE)SURVIVINGSPOUSE'SNAME(LAST,FIRSTANOMIDDLEINITIAL) SOCIAL SECURITY NUMBER AMOUNTRECEIVED(SEElNSTRUCTIONS) 0 OO CAB X 1. Original Return 2. Supplemental Return 3. Remainder Return H P L E p O RC 4. Limited Estate 4a. Future Interest Compromise (for dates of death prior to 12-13-82) C K P S (for dates of death after 12-12-82) ^ 5. Federal Estate ^X 6 Decede t Di d T Tax Return Required . n e estate ^ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach a copy of Trust) C p ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: ~ ~ E E NAME James G. Mor an, Jr. COMPLETE MAILING ADDRESS ,HEPFORD, SWARTZ & MORGAN , $ N - T TELEPHONE NUMBER 111 N. FRONT STREET 717 234-4121 HARRISBURG PA 17108-0889 1. Real Estate (Schedule A) (1) None 2. Stocks and Bonds (Schedule B) (2) 158 , 036.16 3. Closely Held Stock/Partnership Interest (Schedule C) (3) None 4. Mortgages and Notes Receivable (Schedule D) (4) None C 5. Cash, Bank Deposits & Miscellaneous Personal Property (Sch. E) (5) 16 640.52 A , 6. Jointly Owned Property (Schedule F) (6) None P 7. Transfers (Schedule G) (Schedule L) m None u 8. Total Gross Assets (total Lines 1-7) (8) 174 676 68 L 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) 7 463.58 , , . T Expenses (Schedule H) I 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) 3 612.09 N , 11. Total Deductions (total Lines 9 & 10) (11) 11 , 075.67 12. Net Value of Estate (Line 8 minus Line 11) (12) 163 , 601.01 13. Charitable and Governmental Bequests (Schedule J) (13) 2 , 600.00 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 161 , 001. Ol 15. Spousal Transfers (for dates of death after 6-30-94) See Instructions for Applicable Percentage on page 2. (15) 0.00 X = 0 00 _ (Include values from Schedule K or Schedule M.) . 16. Amount of Line 14 taxable at 6% rate (16) 0.00 X .06 = 0 00 (Include values from Schedule K or Schedule M ) . T A X . 17. Amount of Line 14 taxable at 15% rate (17) 161, 001.01 x .1s = 24,150.15 (Include values from Schedule K or Schedule M.) CC 18. Principal tax due (Add tax from Line 15, 16 and 17.) (18) 24 150.15 M 19. Credits/Sp Poverty Prior Payments Discount Interest , P U T A + + - (19) 20. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT. (20) A ^ 0.00 0.00 T . Check here ff ou are ^ Y requesting a refund of your overpayment; i O 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. (21) 24 150.15 N A. Enter the interest on the balance due on Line 21 A. (21A) , 2 304 85 B. Enter the total of Line 21 and 21A on Line 218. This is the BALANCE DUE. (216) , . 26 455.00 Make Check Pa able to: R islet of Wills, A nt , U - - BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH t ~ nder penakies of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correc d complete. I declare that all real estate has been reported at true market value. Declaration of preparer other than the personal representative is based on all information of w reparer has any knowledge. I ATUR E OF PERSON RESPONSIBLE FOR FILING RETURN John Thomas Titzel Sr . - ~ , ~~ 1437 Brandton Road ---------------- DATE Mechanicsbur PA 17055 SIG\ATU OF FROTH T E SENT HEPFORD, SWARTZ & MORGAN D rE ~ 111 N. Front Street ----------------------------------------------------- Harrisbur PA 17108=0889 ~ a 9 Act #48 of 1994 provides for the reduction of the tax ratt~s imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: •3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 •2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 •1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 •Spousal transfers occurring on or after 1/1/98 will be exempt from Inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK ()C) IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make a transfer and: a, retain the use or income of the property transferred, . X b. retain the right to designate who shall use the property transferred or its income, X c. retain a reversionary interest; or . .. ... .. .. X d. receive the promise for life of either payments, benefits or care? . .. X 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate cor~.sideration? X 3. Did decedent own an 'in trust for' bank acxount at his or her death? X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. REV - 1503 EX + (4-B6) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Margaret Titzel Lenzer SS# 178-16-4597 03/15/1995 (All properly J ointly-owned with Right of Survlvorshlp must be disclosed on Schedule F.) ITEM NUMBER DESCRIPTION 1 562 shares Adams Express Co - traded on the NYSE, 16.25 common 2 534 shares American Electric Power Inc - traded on the 32.50 NYSE, common 3 68 shares Amer Gen Corp - traded on the NYSE, common 32.125 4 130 shares AirTouch Communications - traded on the 26.375 NYSE, common 5 100 shares Bell Atlantic - traded on the NYSE, common 53.50 6 70.437 shares Bell Atlantic - stock 53.50 7 368 shares BellSouth Corporation - traded on the NYSE, 29.50 common 8 5 shares Catellus Development Corp - traded on the 5.75 NYSE, common 9 50 shares Consolidated Ed. 5 Cum Pfd - traded on the 61.50 NYSE, common 10 20 shares General Motors Corp $5 Series Preferred - 120.00 traded on the NYSE, common 11 72 shares Hershey Foods Corp - traded on the NYSE, .50.00 common 12 150 shares Keystone Custodian Funds - traded on the 0 NYSE, common; Stock has no value; Account redeemed prior to death in 1973 13 40 shares Mobil Corporation - traded on the NYSE, 88.00 common 14 200 shares Montgomery Str Income Secs - traded on the 17 00 NYSE, common . 15 155.507 shares NYNEX Corporation - traded on the NYSE, 41.875 common 16 100 shares Pacific Telesis Group - traded on the NYSE, 30.375 common Total of Continuation Schedule(s) /' ~?' TOTAL (Also enter on line 2, Recapitulation) (If more space is needed, insert additional sheets of same size.) SCHEDULE B FILE NUMBEF 2195-0218 VALUE AT DATE OF DEATH 9,132.50 17,355.00 2,184.50 3,428.75 5,350.00 3,768.38 10,856.00 28.75 3,075.00 2,400.00 3,600.00 0.00 3,520.00 3,400.00 6,511.86 :,~"" 3,037.50 80,387.92 S 158,036.16 Estate of: Margaret Titzel Lenzer Soc Sec #: 178-16-4597 Date of Death: 03/15/1995 Item # Continuation of Schedule B (Stocks and Bonds) Description Unit Value Value at Date of Death 17 45.7495 shares Pacific Telesis Group - stock 30.375 1,389.64 18 400 shares Pacific Gas & Elec Co - traded on the NYSE, 24.75 9,900.00 common 19 46 shares Panenergy Corp. - traded on the NYSE, common 21.875 1,006.25 20 800 shares Portland General Corp Holding - traded on 19.75 15,800.00 the NYSE, common 21 20.988 shares Portland General Corp Holding - stock 19.75 414.51 22 180 shares Pacificorp - traded on the NYSE, common 18.75 3,375.00 23 1 shares Santa Fe Southern Pacific - 16$ Sr Subord 103.00 103.00 Debenture $100 24 6 shares Santa Fe Energy Resources Inc - traded on the 9.25 55.50 NYSE, common 183 shares AT&T Corp - traded on the NYSE, common 52.125 9,538.88 26 196 shares U.S.West Inc, Communications Group - traded 40.375 7,913.50 on the NYSE, common 27 100 shares Exxon Corp - traded on the NYSE, common 64.50 6,450.00 28 1,117 shares Alliance Growth & Income Fund A - traded 2.25 2,513.25 on the NYSE, common 29 82.853 shares Alliance Growth Fund 2.25 186.42 30 100 shares Lord Abbett Affiliated Fund 10.54 1,054.00 31 200 shares Ambrit - traded on the NYSE, common 11.875 2,375.00 168 shares U.S. West, Inc., Media Group - traded on the 40.375 6,783.00 NYSE, common .. 33 111 shares Scudder Income Fund 12.89 °'~~1,430.79 34 208 shares Value Line Income Fund, Inc. 6.56 ~'" F 1 364 48 , . Estate of: Margaret Titzel Lenzer Soc Sec #: 178-16-4597 Date of Death: 03/15/1995 Continuation of Schedule B (Stocks and Bonds) Item Description 35 388 shares Vanguard/Wellington Fund 36 Lorillard Tobacco Bond Unit Value at Date Value of Death 20.68 8,023.84 710.86 80,387.92 REV- 1508 EX + (2-871 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Margaret Titzel Lenzer SS# 178-16-4597 03/15/1995 it or I ype FILE~N- 2195-0218 (nn property )olntly-owned with Right of Survlvorshlp must be disclosed on Schedule F) ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1 Dauphin Deposit Bank and Trust Company - Checking Account 4,960.04 #38-30434-1 Accrued interest on item 1 to date of death 1.50 Accrued interest on item to date of death 1.58 2 Harris Savings Bank - Savings Account #05-60-001036 86.00 3 Harris Savings Bank - Checking Account #500026103 1,232.66 Accrued interest on item 3 to date of death 0.01 Accrued interest on item to date of death 4.32 4 Mobil Oil Corp - retirement payment 308.20 5 PNC.Bank - Checking account #5140291316; established 08/24/92; 122.68 non-interest bearing 6 Dauphin Deposit Bank and Trust Company - Christmas Club account 300..00 #5-3148-022404 7 Internal Revenue Service - refund on 1994 personal income taxes 530.73 8 Dallas Mobil Credit Union - Savings Account 3,051.72 9 Nationwide Mutual Ins. Company - refund 36.00 10 Carlisle Retirement Home - refund 2,148.78 11 Carlisle Retirement Home - refund 53.15 12 Union Fidelity Life - refund of premuim 173.15 13 personal income tax - 1995 federal income tax refund 1,930.00 14 Veterans Benefit 100.00 15 Miscellanous household furnishings and jewelry - all household 0.00 items and most of jewelry sold or given away prior to death due to decedent being placed in a nursing home 16 Pearl necklace and earrings 100.00 Total of Continuation Schedule(s) TOTAL (Also enter on line 5, RecapiWlation) (Attach additional 8 1/2" x ~1"sheets if more space is needed.) SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY 1,500.00 16,640.52 Estate of: Margaret Titzel Lenzer Soc Sec #: 178-16-4597 Date of Death: 03/15/1995 Continuation of Schedule E (Cash, Bank Deposits & Miscellaneous Personal Property) Item Description 17 Miscellaneous personal property Value at Date of Death 1,500.00 1,500.00 •.~ HARRI S° SAVINGS BANK Harris Savings Operations Center 635 North 12th Street Lemoyne, Pennsylvania 17043 717/731-1440 717/731-9392 Fax August 29, 1996 Hepfor<1, Swartz & A'brr3an 111 North Front Street P.O. Box 889 Harrisburg, PA 17108-0889 The inforr.~ation which you requeuted on the account(s) oS ~ T' Lenzer >:lstate (Social Security 11umbPr 178-16-4597 ) is as folloYrs. Sccount tJumher(s) OS-60-001036 05-00026103 Class of Account ~ ~ F-17-92 6-17-92 Trte Orene~ $86.00 $1,232.66 Principal Balance .01 4.32 ~.ccried interest Balance at 86.01 1,236.99 Date of Death ' Trr7ividual Individtaal Account year to date interest: Or+n ers}tip $.47 S 18.10 Aare of Joint Stock inf°rtn~ti~on ~~'e' Owner, if uny Date O~;nershin 6-17-92 6-17-92 i"'as £stzblished nc~citi onal Infor- ca:ien Requc, tect S' erely, (~et'.d~en L. C~1e Sr. Retail Administration Services Rep. v Dau hin De osit Bank p p and Trust Company MAIN OFFICE: 213 MARKET STREET, HARRISBURG, PENNSYLVANIA 17101 717 255-2121 Decedent Confirmation Name: Margaret T. Lenzer Social Security No.: 178-16-4597 Date of Death (DOD): 03/15/95 Account No. 0038304341 5314802244 TYPe Checking Savings -~-~____w~ Date Opened -- --~ - --~-~ __--_ or Issued 09/20/83 11/28/84 Date Closed -- --_--------- ------ -----_----- or Matured 06/03/96 (Closed) ,- 10/25/95 (Closed) Date of Death - --~wM_------ ~ ------- Balance $4,960.04 $300.00 PLUS ----- ---- ---- ------------------ _ Date of Death Accrued Int. $1.50 $1.58 Joint Owners -~ - (if any) None None Date of Joint - y ~-~ Ownership 1099 Interest - EARNED to DOD $23.07 $1.58 Special Coimlerlts: N/A Additional information available at :20.00 per hour. One hour minimum. Oate Prepared: August 30, 1996 Prepared by: Carolyn A. Berkebile Customer Management Information Dept. (CMI) Telephone No. (717) 255-2054 Page 1 of 1 Foro 00-020-216 (REV 7/93) U -N1-1:`J5 lc.:~~ rrv~, rat-uvrt sir r .l1/Jl~ C1VJ1 I'it.lsl)Ur;;lt, r~~ 17i2G~i Decedent Reporting PNC Bank, N.A. Two PNC Plaza, 33rd Floor Pittsburgh, PA 15222 October 1,1996 Law Offices Hepford, Swartz & Morgan 111 North Front Street P.O. Box 889 Harrisburg, PA 17108-0889 RE: Margaret T. Lenzer, Deceased SSN: 178-16-4597 DOD: 03/15/95 Dear Mr. Morgan: PNC I~A»' lid Please find the information you have requested listed below. Also, please fax me a copy of the death or short certificate at your earliest convenience to 1-412-7626.7149. CHECKING ACCOUNT #5140291316 Margaret T. Lenzer DoD Balance: $122.68 (Non-Interest Bearing) Sincerely, °~~ Lisa ri. Mahoney Decedent Reporting 1-800-762-1775 (#S) Established 0.8/24/92 REV-1571 EX + ~~-88~ SCHEDULE H FUNERAL EXPENSES, COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS AND INHERITANCE TAX RETURN RESIDENT DECEDENT MISCELLANEOUS EXPENSES Please Print or T e ESTATE OF FILE NUMBER 2195-0218 Mar aret Titzel Lenzer SS# 178-16-4597 03 15 1995 ITEM NUMBER DESCRIPTION AMOUNT A. Funeral Expenses: 1 Funeral Expense - Fackler-Weideman, additional death certificates 20.00 2 Funeral Expense - Markelsville Cemetary bill for perpetual care 200.00 3 Funeral Expense - R.J. Romberger gravemarker engraving 98.00 B. 1 2. Adminlstratlve Costs: Personal Representative Commissions Social Security Number of Personal Representative: 168 - 26 - 3569 Year Commissions paid 1996 Attorney Fees HEPFORD, SWARTZ & MORGAN 3. ~ Family Exemption Claimant Address of Claimant at decedent's death Street Address City 4. Probate Fees Register of Wills 177.00 C. Miscellaneous F~enses: 1 Cumberland County Legal Journal - estate notice 40.00 2 photocopies 0.90 3 photocopies 14.25 4 Dauphin Deposit Bank and Trust Company - Service charge on 1.66 checking account 5 Dauphin Deposit Bank and Trust Company - Service charge on 1 26 checking account . 6 Dauphin Deposit Bank and Trust Company - Service charge on 25 checking account , 7 Dauphin Deposit Bank and Trust Company - Service charge on 10 05 checking account from July, 1995 to June 1996 (closed account) . Total of Continuation Schedule(s) 1 399.21 , TOTAL (Also enter on line s, Recapitulation) $ 7 46 3.58 (If more space Is needed, Insert additional sheets of same size.) 2,500.00 Relationship State Zip Code 3,000.00 Estate of: Margaret Titzel Lenzer Soc Sec #: 178-16-4597 Date of Death: 03/15/1995 Continuation of Schedule H-C (Miscellaneous Expenses) Item Description 8 facsimile 9 facsimile 10 Harris Savings Bank - Service charge on checking account from 04/03/95 to 02/29/96 11 Harris Savings Bank - Service charge on checking account from 03/01/96 to 08/04/96 12 Internal Revenue Service - withholding 13 Internal Revenue Service - withholding 14 postage 15 Patriot News Company - estate notice 16 telephone 17 telephone 18 telephone 19 PNC Bank - safe deposit box rental 20 postage 21 postage 22 postage 23 postage 24 postage 25 postage 26 postage 27 Register of Wills - Short Certificates 28 Register of Wills - 30 Short Certificates Amount 6.50 6.50 94.24 58.71 1.20 0.70 13.27 40.93 0.96 0.67 0.50 53.00 32.00 8.02 21.66 11.85 7.95 34.75 9.90 60.00 135.00 Estate of: Margaret Titzel Lenzer Soc Sec #: 178-16-4597 Date of Death: 03/15/1995 Continuation of Schedule H-C (Miscellaneous Expenses) Item Description # Amount 29 Register of Wills - 10 Short Certificates 30.00 30 Executor - advance costs and administration expenses 108.63 31 Seaboard Surety - Loss certificate fee 34.00 32 Seaboard Surety - money order 71.00 33 personal income tax - 1994 tax preparation fee 150.00 34 personal income tax - 1995 tax preparation fee 150.00 35 postage 1.60 36 Reserve - additional administration expenses 250.00 37 postage 5.67 -------------- 1,399.21 REV - 1512 EX+ (1-93) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULEI DEBTS OF DECEDENT, aAGE U_ABILITIES AND LIENS Margaret Titzel Lenzer SS# 178-16-4597 03/15/1995 ITEM NUMBER DESCRIPTION 1 Care Apothecary - prescription 2 Dauphin Deposit Bank and Trust Company - Checks in transit on checking account #0038304341 3 medical bill - Carlisle Imaging bill 4 medical bill - Shermandale Family 5 medical bill - Sarah A. Todd Medical Center 6 medical bill - Belvedere Medical Center 7 medical bill - Carlisle Hospital 8 personal income tax - 1994 Pennsylvania income tax 9 personal income tax - 1995 state personal income tax TOTAL (Also enter on line 10, Rec it _ (If more space is needed, insert additional sheets of same size.) Please Prlnt of Type. FILE NUMBER 2195-0218 AMOUNT .160.40 2,246.71 77.11 151.59 114.30 23.98 358.00 240.00 240.00 a 3,612..0 REV- 1513 EX + (y-87) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT OF SCHEDULE J ENEFICIARIES Mar aret Titzel Lenzer SS# 178-16-4597 03 15 1995 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP A. Taxable Bequests: 1 Estate of Madeline G. Cesare Friend C/0 Angela Cesare 4022 Glenridge Dallas, TX 75220 2 Carolyn Brechheisen Friend 17735 Windflower Way Dallas, TX 75252 3 Theresa Roeder Friend 3900 Colgate Dallas, TX 75225 4 Angela Cesare Friend 4022 Glenridge Dallas, TX 75220 5 John Thomas Titzel, Sr. Nephew 1437 Brandton Road ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: 1 The First Presbyterian Church - Stewpot, specific bequest, charity, tax i.d. number 75-0871727 501(c)(3) organization. The First Presbyterian Church, 408 Park Avenue, Dallas, TX 75201 2 Guideposts, Dr. Peale's Foundation for Christian Living - specific bequest to Guideposts/Peale Center, 66 E. Main Street, Pawling, NY 12564, tax-exempt # 23-7442277; non-profit church corporation 3 Beta Sigma Phi - The Walter W. Ross Memorial Fund, specific bequest, non-profit organization, tax i.d. number 43-0913993. Beta Sigma Phi, P.O. Box 8500, 1800 West 91st Place, Kansas City, MO 64114 4 The First Presbyterian Church - Philathean Sunday School Class, specific bequest, charity - tax i.d. number 75-0871727 The First Presbyterian Church, 408 Park Avenue, Dallas, TX 75201 TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitu (If more space is needed, insert additional sheets of same size.) FILE NUMBER 2195-0218 AMOUNT OR SHARE OF ESTATE 2,000.00 1,000.00 500.00 1/3 of residue 1/3 of residue AMOUNT OR SHARE OF ESTATE 500.00 1,000.00 1,000.00 100.00 2,600.00 Estate of: Margaret Titzel Lenzer Soc Sec #: 178-16-4597 Date of Death: 03/15/1995 Continuation of Schedule J-A (Taxable Bequests) Item Name and Address of Beneficiary Relationship Mechanicsburg, PA 17055 6 Juliet Bonnell Friend C/0 Jane Bonnell 616 B. Bruce Ridgefield, NJ 07657 7 Mary Elizabeth Weiss (pre-deceased decedent) Amount or Share of Estate 1/3 of residue ~'~ • x ~. ' lenzer. wihl .gmr [~~~ •~ •• r' September 13 , 19 91 ~ ~ Recarcf~~l-Urice Of R~~~`~s::~~~r ~ lr~liiis LAST WILL AND TESTA_MFNm '97 i9AR 17 P"i2 :10 . I, MARGARET TITZEL LENZER, a resid tY,.. ~o~f C~am~;~~I~~.ll, ~: Cumberland County, Pennsylvania, being of sound~inc~'"but cons fous of the uncertainty of life, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all former Wills and Codicils by me at any time. heretofore made. ITEM I: I direct the payment of all my just debts and funeral expenses as soon as may be practicable after my death: All costs of administration and death taxes, of whatever nature, shall be paid out of my general estate. I also direct that my remains be cremated. ITEM II: I make the following specific bequests: A. To MARY ELIZABETH WEISS (Mrs. Edward Weiss).of ~. _ Detroit, Michigan, the sum of $500.00. _ B. To MADELINE G. CESARE (Mrs. Joseph Cesare) of Dallas, Texas,. the sum .of $2,000.00. C. To CAROLYN BRECHHEISEN (Mrs. Charles. 1K. Brechheisen; Jr.) of Dallas, Texas, the sum of $1,000.00. D. To THERESA ROEDER (Mrs. Edward Roeder) of Dallas, Texas, the sum of $500.00. Page 1 of 4 pages. f ' . ~ .:' lenzer.will ~qmr , " "' September 13, 1991 E. To "THE STEW POT", First Presbyterian Church, Dallas, Texas, the sum of $500.00. -: F• To the WALTER W. ROSS MEMORIAL FUND of Beta Sigma Phi of Kansas City, Missouri, the sum of $1,000.00. G• To GUIDEPOSTS, Dr. Peale's Foundation for Christian Living, Carmel, New York, the sum of $1,000.00. H• To .PHILATHEAN Sunday School Class, First Presbyterian Church, Dallas, Texas, the~sum of $100.00. ITE-- M ~_: I bequeath m anti Y que pearl and sapphire pin set in rose gold to IRENE GEARY STATLER of Dallas, Texas, or, should she predecease me, then to ANGELA CESARE. The remainder~of my precious and costwae jewelry shall be distributed as equally as possible to ANGELA CESARE,.of Dallas Texas ' , CAROLYN BRECHHEISEN of Dallas Texas ES ' ~ THER C4NRAD TITZEL of Harrisburg, Pennsylvania, and HELEN BALMER TITZEL of Harrisburg, Pennsylvania, as nearly in accordance with the wishes 'of the legatees as practicable, leaving final discretion~in my Executor. Should any of these legatees predecease me, the share-she would have taken shall be distributed equally amonq.these legatees who survive me. If an of~m Y y jewelry is not claimed by the recipients, these articles shall be sold and the proceeds shall become a part of the residue of niy estate and distributed accordingly. Page 2 of 4 pages. ~~ * ~. . lenzer.wiL'1 :gmr - ~ September 13, 1991 ITEM IV: My Magnavox stereo radio, Zenith T'V, household furniture, crystal and silver shall be sold by,••my Executor at public or private sale, on terms and conditions and at prices within the discretion of the Executor. The proceeds from the sale shall be given to the Harrisburg Area Chapter, American Red Cross, or the Red Cross Chapter in the area in which I am living at the time of my demise. ITEM V: All the rest, residue and remainder of my estate shall be distributed in kind or in cash in three (3) equal shares to ANGELA CESARE, JOHN THOMAS TITZEL, SR. or his wife, .and JULIET BONNELL of Ridgefield, New Jersey. This residuary. bequest shall include all assets owned by me in my name alone and those included in the Trust which I~have previously established. Should ANGELA CESARE predecease me, the share she would. have received shall be distributed equally among the legates named. , in this paragraph who survive me. In the event JULIET 80NNELL predeceases me, her share shall be ginen.to her mother, JAIJE BRIGANCE BONNELL of Ridgefield, New Jersey. ' Should JULIET BONNELL be a minor at my death, the bequest to her shall be held in trust for her by her mother, JANE BRIGANCE BONNELL, as Trustee until she attains the age of twenty-one (21) years. The income from the Trust shall be used for Juliet's Page 3 of 4 pages. 1 • ~ ~: lenzer.will •gmr September 13, 1991 benefit, and the principal shall be subject to invasion for her necessaries, medical and educational expenses at the discretion~of the Trustee. ITEM VI: I hereby appoint JOHN THOMAS TITZEL, SR. of Mechanicsburg, Pennsylvania, as Executor of this my Last Will and Testament, to serve without bond. IN WITNESS WHEREOF, I have hereunto set my hand-and seal to this ~ ~ ~ day of S~~'r~~/S ~. , 1991. MAR T TITZE LENZ R S~ALj SIGNED, SEALED, PUBLISHED, and DECLARED by the above testatrix, as and for her last will, in the presence of us, who: thereupon at her re4uest, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. ~ ~~ _~~ n ~~/ 111~~~ ? ~~ Y Page 4 of 4 pages. J' ` ~. lenzer.wll •• gmr , ' September 13, 1991 COMMONWEALTH OF PENNSYLVANIA COUNTY OF DAUPHIN ~ ss: 3 ~~ We, MARGARET TITZEL LENZER, J/tL~ S ~i 7'TCr2 ~/1 Y ~ SJ' -- D v it1 ~ ~ P and the testatrix and witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn do hereby declare to the undersigned authority that the testatrix signed and executed the instrument as her last will and that she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses in•the and hearing of the testatrix, signed the will as witness andsthat to the best of our knowledge, the testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. - 1''J~-RG T TITZ LENZER ~1-4 witness ~ ~ ~,/ ' p > Wit, ss SUBSCRIBED, sworn to or affirmed, and acknowledged before me by the above-nca~med testatrix and by the witnesses whose names appear above on c1 CP~~,~.~,3~~. ~, ~ 1991. Notary Public • ~ NOTARIAL SEAL ALBERTR. SMITH, NolaryP~rblic _ ~ Camp Hill, PA Cumberland CounEy t My Commission Expires Mardi f,. t~,~~ a o m n ~ A ~ T Q 7 O ~ ~ ~° C/~ ~ r Q = ~ T ' ~ OD Z N T n OD i ~ m ~ 1 ~ u J tpn 0 ~ ~ 0 o z ~~. ~• ~-K :~ `'': :F':.~ 3 ~~ REV- 1500 EX +(7-gq) D E C E D E N T COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG, PA607pg_0607 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE 1 Lenzer, Mar aret Titzel~ SOCIAL SECURITYNUMBE DATE OF DEATH 178-16-4597 03/15/199 SIIPPLEMENTAL FOR DATES OF DEATH AFTER 12/31/97 CHECK HERE INHERITANCE TAX RETURN OVERTVCREDIT r' RESIDENT DECEDENT FILE NUMBER (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS couNTVCODE ~L) DECEDENTS COMPLETE ADDRESS 1 Longsdorf Way DATE OF BIRTH Carlisle, PA 17013 08/26/1903 ~ county Cumberland APPLICABLE)SURVIVINGSPOUSE'SNAME(LAST,FIRSTANDMIDOLEINITIAL) SOCIAL SECURITY NUMBER AMOUNT RECEIVED (SEE INSTRUCTIONS) 1. Original Return 0.00 CAB R 2• entai Return 3. Remainder Return H P L 4. Limited Estate 4a. Future Interest Com romise CRC P (for dates of death prior to 12-13-82) (for dates of death after 12-12-82) ^ 5. Federal Estate Tax Return Required K P 3 0 6. Decedent Died Testate ^ 7. Decedent Maintained a Living Trust 0 8. Total Number of Safe Deposit Boxes (Attach copy of Will) (Attach a copy of Trusi) O Op ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOUL E DIRECTED TO: R N NAME E E James G. Mor an, Jr. coMP TEMAILINGADDRESS HEPFORD, SWARTZ & MORGAN S N TELEPHONE NUMBER 111 N. FRONT STREET - T 717 234-4121 HARRISBURG PA 17k48,'=,0889 1. Real Estate (Schedule A) . . (1) None . 2. Stocks and Bonds (Schedule B) (2) 6 , 213.25 ~- `` ~y' 3. Closely Held StocklPartnership Interest (Schedule C) (3) None - 4. Mortgages and Notes Receivable (Schedule D) (4) None.. C 5. Cash, Bank Deposits & Miscellaneous Personal Pro a Sch. E - P rtY ( ) (5) None - d A 6. Jointly Owned Property (Schedule F) I -v (6) None P 7. Transfers (Schedule G) (Schedule L) (7) None I 8. Total Gross Assets (total Lines 1-7) T ($) 6,..213.2 5 U 9. Funeral Expenses, Administrative Costs, Miscellaneous (9) None L ,AT Expenses (Schedule H) - I 10. Debts, Mortgage Liabilities, Liens (Schedule I) (10) None O 11. Total Deductions (total Lines 9 & 10) N (11) 0.00 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests (Schedule J) (12) 6 , 213.25 14. Net Value Subject to Tax (Line 12 minus Line 13) (13) 15. Spousal Transfers (for dates of death after 6-30-94) (14) 6 , 213.25 See Instructions for Applicable Percentage on page 2. (15) 0.00 X (Include values from Schedule K or Schedule M.) = 0.00 16. Amount of Line 14 taxable at 6% rate (16) 0 . 00 X .06 = (Include values from Schedule K or Schedule M.) 0.00 T 17. Amount of Line i 4 taxable at 15% rate A (17) 6 , 213.25 x .is = 931.99 X (Include values from Schedule K or Schedule M.) OC 18. Principal tax due (Add tax from Line 15, 16 and 17.) P 19.Credits/SpPoverty Prior Payments Discount (18) 931.99 Interest ~ + (1s) 0.00 T 20. If Line 19 is greater than Line 18, enter the difference on Line 20. This is the OVERPAYMENT. (20) 0.00 A T ® ^ Check here ff you are requesting a refund of your overpayment i 21. If Line 18 is greater than Line 19, enter the difference on Line 21. This is the TAX DUE. ~ (21) 931.99 N A. Enter the interest on the balance due on Line 21 A. B. Enter the total of Line 21 and 21A on Line 2i B. This is the BALANCE DUE. (21 A) 118.61 Make Check Pa able to: Re aster of Wills, A ent (21 B) 1, 050.60 - - BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND TO RECHECK MATH t t Uncer penalti of perjury, ; tleclare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and mplete. I declare that a~f real estate has been reported at true market value. Declaration of prepzrer other than the personal representative is based on all information of which parer has any knowtetlge. SIGNA URE PERSO - NSI EFORFILINGRETURN John Thomas Titzel, Sr. - OAT ' 1437 Brandton Road ~ _ ---------- ---------- S~~ /r~ r l Mechanicsbur , PA 17055 -- S N UR F? E ARE O rir N -PRESENTATIVE HEPFORD, S~ARTZ & MORGAN DATE ~)~~'`~ 111 t. FRON_T_ ST_R_EET _ ~ HARRT4RTTR(; PA 171(1R_(1RR9 ------- ~~~ 2195-0218 YEAR NUMBER ~. Act #48 of 1994 provides for the reduction of the tax rates imposed on the net value of transfers to or for the use of the spouse. The rates as prescribed by the statute will be: •3% (.03) will be applicable for estates of decedents dying on or after 7/1/94 and before 1/1/96 •2% (.02) will be applicable for estates of decedents dying on or after 1/1/96 and before 1/1/97 •1% (.01) will be applicable for estates of decedents dying on or after 1/1/97 and before 1/1/98 •Spousai transfers occurring on or after 1/1/98 will be exempt from inheritance tax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A MARK ()C) IN THE APPROPRIATE BLOCKS. 1. Did decedent make a transfer and: a. retain the use or income of the properly transferred, . . b. retain the right to designate who shall use the property transferred or its income, . c, retain a reversionary interest; or . .. . d. receive the promise for life of either payments, benefits or care?. . 2. If death occurred on or before December ~2, 7982 did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December ~2, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3. Did decedent own an 'in trust for' bank account at his or her death? . IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. R E V - ~ 503 EX + (q_g fil COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT STATC n SCHEDULE B _ _ _ _, CKS AND BO~.~., Margaret Titzel Lenzer SS# 178-16-4597 03/15/1995 .11 property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM NUMBER DESCRIPTION ~- 40 shares AT&T Corp - stock 2 100 shares Boston Edison Co - stock 3 8.64 shares Burlington Northern Inc - traded on the NYSE, common 4 12 shares Pacificor p - stock 5 12 shares-Same Fe Pacific Gold Corp NYSE, common - traded on the 6 22 shares U.S.West Inc - stock, Media Group TOTAL {Also enter on line 2, Recapitulation) (If r;'x~ra cnar.P is nco`inr{ h~a.r ~.~.~~h.....,i ..ti,,...,, s ..,..,.., .,._.. 52.125 23.25 62.5 18.75 12.5 40.375 FILE NUMBEF 2195-0218 VALUE AT DATE OF DEATH 2,085.00 2,325.00 540.00 225.00 150.00 888.25 6,213.25 REV- 7573 EX+ IZ_g~i COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENTDECEDENT FCTwTr n SCHEDULE) ___ _, BENEFICIARIE„ Mar aret Titzel Lenzer SS# 178-16-4597 03 15 1995 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY A. Taxable Bequests: RELATIONSHIP 1 Juliet Bonnell 616 B Bruce None Ridgefield, NJ 07657 2 Angela Cesare 4022 Glenridge None Dallas, TX 75220 3 John Thomas Titzel, Sr. 1437 Brandton Road Nephew Mechanicsburg, PA 17055 ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on tine 13, Recapitulation) $ • ,~..,.~,,,,. ~,., ,o~. ,_,_ __~. __ __, ^~^ (If more space is needed, insert additional sheets of same size.) FILE NUMBER 2195-0218 AMOUNT OR SHARE OF ESTATE One-Third of Residue One-Third of Residue One-Third of Residue AMOUNT OR SHARE OF ESTATE 0.00 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA ]7128-0601 JAMES G MORGAN JR HEPFORD ETAL 111 N FRONT ST HBG PA 17108 DATE ESTATE OF DATE OF DEA FILE NUMBER COUNTY ACN REY-107 EM AF- (OS-f7) 08-04-97 LENZER MARGARET T TH 03-15-95 21 95-0218 CUMBERLAND 101 Anount Repitted MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, subpit the upper portion of this fore with your tax paypent. ----- CUT ALONG__ T_H_IS LINE - RETAIN LOWER PORTI_O_N__F_O_R YOUR R__E_C_O_RDS ~ REV-1607 - ---- ---- EX AFP (03-97) ------------ ---------- -- ~*~( INHERITANCE TAX 3 -------" TATEMENT OF -----°---°------------- A000UNT *xx ------- ESTATE OF LENZER MARGARET T FILE N0. 21 95-0218 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN C HE NAMED ESTATED SHOWN BELOW-97 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: 06-16-97 PRINCIPAL TAX DUE:... PAYMENTS (TAX CREDITS): PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) 01-03-97 AA185040 05-09-97 AA211289 2.385.19- 07-14-97 REFUND 31.51- .00 * IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN •1, NO PAYMENT IS REQUIRED. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT AMOUNT PAID 26,455.00 1,050.60 6.76- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 25,082.14 25,082.14 ~_ .00 -----_- .00 ~_ .00 IF TOTAL DUE IS REFLECTED AS A ^CREDIT^ (CRI, COMMONWEALTH OF PENNSYLVANIA IVIDUAL TAXES DEPARTMENT OF REVENUE X DIVISION ~r PA 17I2a-o6oi NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-lSf7 EX AF- t!S-f7I DATE 06-23-97 ESTATE OF LENZER DATE OF DEATH 03-15-95 MARGARET T JAMES G MORGAN JR FILE NUMBER 21 95-0218 HEPFORD ETAL COUNTY CUMBERLAND 111 N FRONT ST ACN 101 HBG Amount Refnitted PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE 'CUT ALONG_ THIS LINE CARLISLE, PA 17013 +€'~~ +3f~ ~~; ~~~ -?03~ _~~ _~ __-RETAIN-LOWER PORTION FO S', .. r..., IL'E 'J;' If~CH€nzTritiC - -P.Xr.'ris~iil~'S0_'E~ciECORD3 ~ ESTATE OF LENZER DISALLOWANCE OF ""' - -~ ~-"--°---- _______ DEDUCTIONS AND ASSESSMENT~OFOTAXyc Ow MARGARET T FILE N0. 21 95-0218 TAX RETURN WAS; (X) ACCEPTED AS PILED ACN 101 DATE 06-23-97 RESERVATION CONCERNING FUTURE INTEREST _ ( )CHANGED APPRAISED VALUE OF RETURN BASED ON: SEE REVERSE 1. Real Estate (Schedule A) SUPPLEMENTAL RETURN 2. Stocks and NO • O1 Bonds (Schedule 8) (1) .00 NOTE: 3. Closely Held Stock/Partnershi (2) To insure proper 4• Mortgages/Notes Receivable (S hedule D~ (Schedule C) 6 21 3.25 credit to your account, (3) • 00 submit the u 5• Cash/Bank Deposits/Misc. Personal Propert (4) pper Portion 6• Jointl 0 y (Schedule E) (5) .00 of this form with your Y weed Property (Schedule F) 7• Transfers (S •00 tax Payment. chedule G) (6) .00 B• Total Assets (7) APPROVED DEDUCTIONS AND •00 9. Funeral E EXEMPTIONS: (B) 6,213.25 xPenses/Adm. Costs/Misc. Expenses (Schedule N) (91 30. Debts/Mortg~ Liabilities/Liens (Schedule I) •0 0 11. Total Deductions (10) 12. Net Valw of Tax Return ~ 0 13. Charitable/ (11) Governmental Bequests (Schedule J) (12) 6 14. Net Valw of Estate Subject to Tax .213.25 NOTE: if an assessment was issued (13) •DO reflect figures that include the total of A._ ~`eturns asses (14) 167,214,26 ASSESSMENT OF previously, lines 14, 15 andior 16, 17' and 18 will 15. Am TAX: o~sft of Line 14 at Spousal rat. Sed to date. 16. Amount of Line 14 taxable at Lineal/Class A rate (151 .00 X (16) 17. Aaount of Line 14 taxable at Collateral/Class B rate .00 •00 18. Principal Tax Dw (17) 167, 214.00 X ~ 06. • 00 TAX CREDITS: 26 X'15= 25.082.14 PAYMENT (1B) 25, 082.14 DATE RECEIPT DISCOUNT (r) 01-03-97 NU#iBER INTEREST~PEN PAID (-) AMOUNT PAID OS-09-97 AA185040 AA211289 2,385.19- 26,455.00 31.51- 1,050.60 TOTAL TAX CREDIT BALANCE OF TAX DUE 25,088.90 INTEREST qND PEN. 6.76CR IF PAID AFTER DATE INDICATED, SEE REVERSE TOTAL DUE _ • 00 FOR CALCULATION pE •tmrrrnuel T\IT~[ft•wt ~ • 76CR ( IF TOTAL DUE IS LESS THAN Sl. Nn PevMCUT rc ornl,T.,..., V pennsyLvania TDEPARTMENT OF REVENUE BUREAU OF I VJAVALpT�AWE OF' INHERITANCE TAX REV 1607 EX AFP (12-14) 1NHERI'rAflf6r01,Sf4N�-; ' PO BOX 2 601 US STATEMENT OF ACCOUNT HARRISBURGC,PA 3, -0601 - DATE 02-09-2015 J IFEB ESTATE OF LENZER MARGARET T DATE OF DEATH 03-15-1995 FILE NUMBER 21 95-0218 0 R PH COUNTY CUMBERLAND -J 0, �N � - R JAMES G 0-kni:1ET AL ACN 101 Ill N FRONT ST Amount Remitted HBG PA 17108 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS 1 COURTHOUSE SQUARE CARLISLE PA 17013 NOTE: To ensure 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 4— -- --- - - - - ----- - - i E47--1 i i f-ex-AFP 11 i Y473-----*;;-j'?i4HffAEf' AX gfCfE;i4f O� CiHif ESTATE OF:LENZER MARGARET T FILE NO. : 21 95-0218 ACN: 101 DATE: 02-09-2015 THIS STATEMENT PROVIDES CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. 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: 06-16-1997 PRINCIPAL TAX DUE: 25,082.14_ PAYMENTS (TAX CREDITS) : PAYMENT RECEIPT DISCOUNT AMOUNT PAID DATE NUMBER INTEREST/PEN PAID 01-03-1997 AA185040 2,385.19- 26,455.00 05-09-1997 AA211289 31 .51- 1,050.60 07-14-1997 REFUND .00 6.76- TOTAL TAX PAYMENT 25,082.14 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.