HomeMy WebLinkAbout02-0441
Register of Wills of Cumberland County, Pennsylvania
PETITION FOR GRANT OF LETTERS
Estate of
also known as
Elizabeth M. Brierley
No. 21-02-44.1
, Deceased
Social Security No. 191-16 -4232
Paula Yoder
Petitioner(s), who is/are 18 years of age or older, apply(ies) for:
(COMPLETE 'A' or 'B' BELOW:)
[!] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut r ix
the Decedent, dated 06/14/2001 and codicil(s) dated None
named in the last Will of
State relevant circumstances, e.g., renunciation, death of executor, etc.
Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents
offered for probate; was not the victim of a killing and was never adjudicated incompetent:
n/a
D B. Grant of Letters of Administration
(c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate)
Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and
heirs:
I
Name
Relationship
Residence
I
(COMPLETE IN ALL CASES:) Attach additional sheets if necessary.
Decedent was domiciled at death in Cumber land
County, Pennsylvania with his/her last family
orprincipalresidenceat 4837 E. Trind1e Road, Apt. 307, Hampden Township, Mechanicsburg, PA 17050
(list street, number, and municipality)
Decedent, then ~years of age, died 04/14/2002 at Fairview Twp., York County, PA
(Location)
Decedent at death owned property with estimated values as follows:
(If domiciled in PAl All personal property
(If not domiciled in PAl Personal property in Pennsylvania
(If not domiciled in PAl Personal property in County
Value of real estate in Pennsylvania
200,000.00
$
$
$
$
situated as follows:
Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of
letters in the a riate form to the undersi ned:
Si nature
Paula Yoder
605 Garrett Road, Di11sbur , PA 17019
/?-6/- ..s-
Prepared by the Pennsylvania Bar Association
Copyrlg ht (c) 1996 form software only CPSystems, Inc.
Form RW-1 (1991)
Oath of Personal Representative
Commonwealth of Pennsylvania
County of Cumber land
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 repr sentative(s) of
the Decedent, Petitioner(s) will well and truly administer the estat according to law.
Sworn to or affirmed and subscribed
before me this ~ day of
MAY , -2.QQ.2...
~bY~~'h'~Lh~~'U4-r
Fer the Register
No.
21-02-441
Estate of Elizabeth M. Brierley
Deceased
Social Security No: 191-16 - 4232 Date of Death: 04/14/2002
AND NOW,
MAY 3. '
2002 ,in consideration
of the Petition on the reverse side hereon, satisfactory proof having been presented before me,
IT IS DECREED that Letters 09 Testamentary 0 Of Administration
(c.t.a.; d.b.n.c.t.a.; pendente lite; durante absentia; durante minoritate)
are hereby granted to
Paula Yoder
in the above estate and that the instrument(s) dated
06/14/2001
described in the Petition be admitted to probate and filed of record as the last Will of Decedent.
FEES
Letters. . . . . . .
$
235.00
~ya !fLjh~~</ /1(.; 4-,'i
Rister of Wills
Short Certificate(s).
$
6.00
JCP Fee .
$
5.00
Attorney: James D. Bogar, Esquire
I.D. No: PA 19475
Address: One West Main Street
Shiremanstown, PA 17011
Telephone: 717/737-8761
Renunciation.
$
Affidavits (
$
Extra Pages (
) .
$
9.00
Codicil. .
$
Inventory.
$
Other. .
$
TOTAL.
$
255.00
Form RW-1 (1991)
Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc.
Register of Wills of
Cumberland
County, Pennsylvania
OATH OF SUBSCRIBING WITNESS
Estate of
Elizabeth M. Brierley
No. 21-02-441.
also known as
, Deceased
James D. Bogar
Bonnie L. Williams
(each) a subscribing witness to the D codicil(s) [Rl will(s) presented herewith, (each) being duly qualified according to law
depose(s) and say(s) that she/ he/ they wast were present and saw the above Testator(rix) sign the same and that she/he/they signed as
a witness at the request of Testator(rix) in his/her/their presence and D in the presence of each other D in the presence of the
other subscribing witness(es).
Sworn to or affirmed and
subscribed before me this
3rd day of May, 2002
~~~.(.uL: ,/~,.)
'~ r Av~
James D.
One West on St.
Shiremanstown, PA 17011
(Address)
:BmJnli d ~Mw?
(Signature) Bonnie L. Williams
One West Main St.
Shiremanstown, PA 17011
(Address)
Sworn to or affirmed and subscribed
before me this
1st
day
of
May
2002
Notarial Seal
Joan E. BrotherS. Notary Public
Shiremanstown BolO, Cumberland County
My Commission Explrea Feb. 12,2006
Member, PennI'JIVanla AssocIation Of NolalIet
NOTE: To be taken by officer authorized to administer oaths.
Please have present the original or copy of instrument(s)
at time of notarization.
~ 1-. ~~
tary Public
My Commission Expires:
(Signature and seal of Notary or other official
qualified to administer oaths. Show date of
expiration of Notary's commission.)
Prepared by the Pennsylvania Bar Association
Copyright (c) 1996 form software only CPSystems, Inc.
Form tlRW-2 (1991)
21-02-441
LAST WILL AND TESTAMENT
OF
ELIZABETH M. BRIERLEY
I, ELIZABETH M. BRIERLEY, of Mechanicsburg, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last will and Testament, hereby revoking all other Wills and
Codicils heretofore made by me.
FIRST: I give and bequeath Five Thousand and NO/lOO
($5,000.00) Dollars to the ST. JOSEPH CATHOLIC CHURCH, of
Mechanicsburg, Pennsylvania, in my name and for my memory, same
to be used for general church purposes as ST. JOSEPH CATHOLIC
CHURCH deems appropriate.
SECOND: I give and bequeath Ten Thousand and NO/lOO
($lO,OOO.OO) Dollars to the REVEREND PATRICK A. DEVINE, of 329
Iron Street, Bloomsburg, Pennsylvania, provided, however, that
should he predecease me, then to my niece, PAULA YODER, of 605
Garrett Road, Dillsburg, Pennsylvania.
THIRD: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, to my niece, PAULA
YODER. Should my niece, PAULA YODER, predecease me, I devise and
bequeath all the rest, residue and remainder of my estate of
whatever nature and wherever situate, including any property over
which I hold power of appointment and together with any insurance
policies thereon, to her husband, BARRY L. YODER, of 605 Garrett
Road, Dillsburg, Pennsylvania.
FIFTH: In addition to all powers granted to them by
provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
~
~
~
~
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(C) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
ies, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
and other tax laws, including, but not necessarily being
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
o protect or improve any property held under my will, and for
investment purposes.
(I) To select
retirement plan (pension
stock ownership plan, or
a mode of payment under any qualified
plan, profit sharing plan, employee
any other type of qualified plan) to
the
2
extent the plan or the law permits them to
any other rights which they may have under
manner they consider advisable.
SIXTH: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this Will, shall be paid out of the
principal of my residuary estate.
SEVENTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or se~estra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
EIGHTH: I nominate and appoint PAULA YODER, Executrix
of this, my Last Will and Testament. In the event of the death,
resignation or inability to serve for any reason whatsoever of
the said PAULA YODER, I nominate and appoint BARRY L. YODER,
Executor of this, my Last Will and Testament. I direct that my
Executrix or Executor, as the case may be, and their successors,
shall not be required to post security or a bond for the
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set
seal to this, my Last will and Testament, this
do so, and to exercise
the plan, in whatever
signed, sealed,
my hand and
Ii day of
EAL)
and declared by the above-
named Testatrix as and for her Last will and Testament in our
presence, who, at her request, in her presence and in the
3
"
,"
presence of each other, have hereunto subscribed our names as
attesting witnesses.
\"
Address
~'J
Address
4
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
NO. CD 001352
DUPLICA TE
JAMES D BOGAR ESQUIRE
1 W MAIN STREET
SHIREMANSTOWN, PA 17011
-------- fold
ESTATE INFORMATION: SSN: 191-16-4232
FILE NUMBER: 2102-0441
DECEDENT NAME: BRIERLEY ELIZABETH M
DATE: OF PAYMENT: 06/28/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 04/14/2002
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $29,108.89
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$29,108.89
REMARKS: PAULA YODER
C/O JAMED D BOGAR ESQUIRE
CHECK# 0095
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
MARY C. LEWIS
REGISTER OF WILLS
tr
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent: Elizabeth M. Brierley
Date of Death: April 14, 2002
will No. 21-02-044Ki
Admin. No.
To the Register:
I certify that notice of estate administration required by
Rule 5.6(a) of the Orphans' Court Rules was served on or mailed
to the following beneficiaries of the above-captioned estate on
May 8, 2002:
Name
Address
Paula Yoder
400 East Simpson Street
Mechanicsburg, PA 17055
329 Iron Street
Bloomsburg, PA 17815
605 Garrett Road
Dillsburg, PA 17019
St. Joseph Catholic Church
Rev. Patrick A. Devine
Notice has now been given to all persons entitled thereto under
Rule 5.6(a) except:
None
Date: May 8, 2002
Bo a , Esquire
One West MaI Street
Shiremanstown, PA 17011
(717) 737-8761
Capacity: Personal Representative
X Counsel for Personal
Representative
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OFFICIAL USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
/7-C/- -5-
REV - 1500 EX + (6-00)
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FILE NUMBER
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME(LAST. FIRST, AND MIDDLEINITlAL)
Brier1e Elizabeth M.
DATE OF DEATH (MM-DO-YEAR)
SOCIAL SECURITY NUMBER
191-16-4232
THIS RETURN MUST BE ALED IN DUPUCATEWlTH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
COUNTY CODe
21-02-044'
YEAR NUMBER
DATE OF BIRTH (MM-DD-YEAA)
1
3. (date of death
. Remainder Return prlorto 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Sate Deposit Boxes
X 1. Original Return 2. Supplemental Return
4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82)
X 6. Decedent Died Testate 7. Decedent Maintained a LIving Trust
(Attach copy of Will) (Attach copy of Trust)
D 9. UtlgatlonProceeds Received 010. Spousal Poverty Credit D 11. Election to tax under Sec. 9113(A)
(date of death between 12-31-91 and 1-1-95) (AttaCh Sch 0)
THIS SECTION MUSTBECOMPLETED;AUCORRESPONDENCE & CONFIDENTIAL;TAX, INFOAMATIONSHOULD BE DIRECTEn;TOi;
NAME COMPLETE MAILING ADDRESS
James D. Bo ar Es uire
FIRM NAME (If Applicable)
One West Main Street
Shiremanstown, PA 17011
TELEPHONE NUMBER
R
E
C
A
P
I
T
U
L
A
T
I
o
N
-8 6
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H) (9)
10. Debts of Decedent. Mortgage Liabilities. & Liens (Schedule II (10)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (line 8 minus line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus line 13)
(8) 217,920.33
(11) 8.647.41
(12) 209,272.92
(13) 5,000.00
(14) 204,272,92
(1)
(2)
(3)
None
None:
None
OFFICiAL USE ONLY
i',
(
~-
(4)
(5)
None
217,920.33
i")
(6)
None
None
8,647.41
None
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15. Amount of line 14 taxable at the spousal tax
rate, or transfers under Sec. 9116{aX1.2)
16. Amount of Line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount ot Line 14 taxable at collateral rate
19. Tax Due
20. W'cHEi(;K:HEillEiJio:;
>;> BESUR
x .0 0 (15) 0.00
0.00 X ,0 45 (16) 0.00
X .12 (17) 0.00
204,272.92 X .15 (18) 30,640.94
(19) 30,640.94
REQUESTING A REFUND OF AN OVERPAYlilElllT;
o ANSWER ALL QUESTIONS ON REVERSE SlOE AND TO RECHECK MATH < <
Copyright (c) 2000 form software only The Lackner Group. Inc.
Form REV-1500 EX (Rev. 6-00)
Total Interest/Penalty ( D + E) (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2. enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line S + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
i~,,~~;~,::~~~:~:~~~~,~+~::~t~~~~m~~'
.
Decedent's Complete Address:
STREET ADDRESS
4837 E. Trind1e Road
CITY
Mechanicsbur
STATE
PA
ZIP
17050
Tax Payments and Credits:
1. Tax Due (Page 1 Une 19)
2. CreditslPayments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
0.00
1,532.05
Total Credits ( A + B + C) (2)
3. InterestIPenalty if applicable
D. Interest
E. Penalty
PLEASE ANSWE~~~'+HE~~~tLo~INci:~J'~~+IONS BY~tiCIN~ AN
1.
"Xli
Did decedent make a transfer and:
a. retain the use or income of the property transferred:
b. retain the right to designate who shall use the property transferred or its income; .
c. retain a reversionary interest; or .
d. receive the promise for life of either payments. benefits or care?
2. If death occurred after December 12. 1982, did decedent transfer property within one year of death
without receiving adequate consideration? .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his
or her death? .
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property
which contains a beneficiary designation? .
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
30,640.94
1,532.05
0.00
0.00
29,108.89
0.00
29,108.89
Yes No
~~
D
D
D
~
~
~
Under penalties of perjury, I declare that I ha....e examined this return.lnclu..Jlng accompanyIng schedules and statements, and to the best of my knowledge and belief, It is true.
correct and complete, Declaration of pre parer other than the personal representative Is based on all information of which preparer has any knowledge.
SIGNATUR ERSON RESPONSIBLE FOR FILING RETURN
Paula Yoder
605 Garrett Road
-------------------------------------------_.--------
Di11sbur , PA 17019
James D. Bogar Esquire
One West Main Street
------------------.---------------------------.------
Shiremanstown, PA 17011
DATE
06/27/2002
DATE
06/27 /2002
For dates of death on or after July 1. 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (In
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exemct a transfer to a surviving spouse from tax. and the statutory requirements for disclosure of assets
and tiling a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent. an adoptive parent, or a stepparent of the child is 0% [72 P ,5. 9116 (a) (1.2)].
The tax rate imposed on the net value of transfers to orfor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116( 1.2)
[72 P.S. 9116(aX11].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S, 9116(aX1.3)j. 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.
Copyright (cl 2000 form software only The Lackner Group. Inc.
Form REV-1SQQ EX (Rev. 6-00}
REV-4lVi EX+ (9-00)
'*'
SAFE DEPOSIT BOX
INVENTORY
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
OEPT 280601
HARRISBURG, PA 17128-0601
Please Print or Type
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER
21-02-0440 191-16-4232
DATE OF DEATH
04/14/2002
DECEDENT'S NAME (lAST, FIRST, MIDDLE)
Brierley, Elizabeth M.
ADDRESS OF DECEDENT (STREET)
4837 East Trindle Road, Apt.
(CITY) (STATE)
307, Mechanicsburg, PA 17050
NAME AND ADDRESS OF PERSON REQUESTING THE OPENING OF THE SAFE DEPOSIT BOX
(NAME)
James D. Bogar, Esquire
(CITY)
17011
(STATE)
(STREET NAME)
One West Main St., Shiremanstown, PA
NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a, (NAME) (RELATIONSHIP)
Paula Yoder Niece
(STREET NAME) (CITY) (STATE)
605 Garrett Road, Dillsburq, PA 17019
b. (NAME)
(RELATIONSHIP)
(STREET NAME)
(CITY)
(STATE)
c. (NAME)
(RELATIONSHIP)
(STREET NAMEI
(CITY)
(STATE)
NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
(NAME)
Waypoint Bank
{STREET NAME-!
3556 Old Gett sbur Road earn Hill
I NAME OF PERSON MAKING LAST ENTRY
;>,,,,l.k ,\'ut.:t. ;:lo 1\
PA
(CITY)
17011
(STATE)
DATE AND TIME OF lAST ENTRY
., \ L'tl \:2.
TITLE UNDER WHICH BOX IS REQUESTED
~b :u<.l.-<l/l.<. ,,\,.I?l"J{I'("~
DATE OF CONTRACT TO RENT BOX NUMBER OF BOX
'( \l ,l"l1 liD
NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. (NAMEi
,=-l.) ILll<b., II-l l1.~<e.1
(STREET ADDRESS) \T
"\,<j -:, 1 ;:;,,,,-t \,'"l""ier: i4l ~\-j+
(CITY) (STATE)
'~Ii.:..;M' .,u.;..\-.-. ik..
NAME AND TITLE OF EMPLOYE AKING THE INVENTORY
b. (NAME)
r.~ I..-~",&v
(STREET ADDRESS)
e,.,c) G;"'rt<?~ ;~~(
(CITY) (STATE)
Ck.
s07
(ZIP COOE)
rl\.."'I :se
WAS A WILL IN THE BOX? DYES KJ NO
If yes,
a. Date of will:
b. Name and address of personal representative, if named in the will
(NAME)
(STREET NAME)
(CITY)
(STATE)
c. Name and address of attorney, if any
(NAME)
(STREET NM.1EI
(CITY)
(STATE)
(ZIP CODE)
(ZIP CODE)
(ZIP CODE)
(ZIP CODE)
(ZIP CODE)
(ZIP CODE)
(ZIP CODE)
,lOll
(ZIP CODE)
(ZIP COOE)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
ITEM
NO.
I,
1
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SAFE DEPOSIT BOX INVENTORY Page
INSTRUCTIONS
of
Cash: Report total only.
Stocks: List in detail every common or preferred certificate, warrant or other rights found in box. Stocks are to be
designated by name of company, certificate number, date of certificate, name in which stock is registered, and
number of shares and class of stock.
Obligations of U,S. Government: Number of items, date of issue, face value, names in which registered and
type of ownership, i.e., jointly held, payable on death, etc.
Bonds: Designate by name, amount, serial number, or other designation. (Bearer Bonds)
Bank and Savings and Loan Passbooks: State name of depositor, number of book, last date appearing in book,
name of bank and branch, and balance.
Jewelry, Coins, Stamps, Manuscripts, etc: List and describe as fully as possible.
Deeds, Mortgages, Current Insurance Policies or other evidences of indebtedness: List and describe as fully
as possible.
All other contents.
ITEM OESCRIPTlON
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.l.<ot l!., ~l4.-1 "'-u C 11 ," ~ n C
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I CERTIFY UNDER PENALTY OF PERJURY THAT THE ABOVE RECORD IS
CORRECT AND COMPLE.TE TO THE BEST OF MY KNOWLEDGE AND BELIEF.
SI~'7UREl, D ffl..liJA-
PRINT NA~E (
James D. Ba,gir
PERSc!'~~EEEIVING COPY,2F
SAFE D~IT BOX INVEN lORY: ,
SIGNATUf' ./ .'/' 1/ ;, )
TV..o.~ V fin
PRINT N'AME AND CHECK APfROP lATE BOX BELOW.
Paula Yoder''--'
PRINT TITLE
Attorney for Estate of
Elizabeth M. Brierley
DATE
05/17/2002
CHECK APPROPRIATE aox
~ Executor(trix] 0 Administrator(trix}
o Estate Representative 0 Jomt owner of safe deposit box
NOTE: Attach additional 8'/,' x 11" sheet(s) if necessary or use duplicates of this page of form.
REV-1S0B EX + (1-97)
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Elizabeth M. Brierley SS# 191-16-4232 04/14/2002 21-02-0440
Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of
survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1
DESCRIPTION
Blue Ridge Cable Technologies - Refund
VALUE AT DATE
OF DEATH
19.90
2
PA Employees Benefit Trust Fund - Death benefit
374.79
3
Waypoint Bank - Checking Account No. 4100009480, date of death
balance $6,028.12, accrued interest $0.99
6,029.11
4
Waypoint Bank - Certificate Account No. 500011169, date of death
balance $75,000.00, accrued interest $193.66
75,193.66
5
Waypoint Bank - Certificate Account No. 500012488, date of death
balance $20,000.00, accrued interest $12.39
20,012.39
6
Waypoint Bank - Checking Account No. 500064787, date of death
balance $6,018.76, accrued interest $0.18
6,018.94
7
Waypoint Bank - Certificate Account No. 555311070, date of death
balance $10,000.00, accrued interest $13.32
10,013.32
8
Waypoint Bank - Certificate Account No. 569002041, date of death
balance $100,000.00, accrued interest $258.22
100,258.22
TOTAL (Also enter on line 5, Recapitulation) $ 217,920.33
(If more space is needed, insert additional sheets of the same size)
Cocyright (cl 1996 form software only CPSystems.lnc. Form REV-15Qa EX (Rev. 1-97)
05/08/2002
JAMES BOGAR
ONE WEST MAIN ST
SHIRESMANTOWN PA 17011
~l WayJ:tqi!lt
LOOK FOR US. WE'LL GET YOU THERE.
The information which you requested on the account(s) of ELIZABETH BRIERLEY
(Social Security Number 191-16-4232) is/are as follows:
Account Number
Class of Account
4100009480
CHECKING
10/30/00
6028.12
.99
6029.11
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name of Joint
Owner, if any
Date Ownership
Was Established
Additional
Information
Requested
500011169 500012488 500064787 555311070 569002041
CERTIFICATE CERTIFICATE CHECKING CERTIFICATE CERTIFICATE
02/05/99 11117/99 09/13/99 06/06/97 08/13/97
75000.00 20000.00 6018.76 10000.00 100000.00
193.66 12.39 .18 13.32 258.22
75193.66 20012.39 6018.94 10013.32 100258.22
SOLE SOLE SOLE JTO/DECD JTO/DECD
JOSEPH JOSEPH
BRIERLEY BRJERLEY
06/06/97 08/13/97
PLEASE COMPLETE W-9
Sincerely,
r;t;;itv/ '(jAVIN';
KATHY #OUN(&
SENIOR SERVICES REP.
PO. 80x 1711. HARRISBURG. PENNSYLVANIA 17105-1711
Toll Free 1-866-WAYPOINT (1-866-929-7646) . IN YORK AREA 717/815-4500 . www.waypointbank.com
REV-1S11 EX t (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Elizabeth M. Brierley
SSff 191-16-4232
04/14/2002
FILE NUMBER
21-02-0440
Debts 01 decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 Myers Funeral Home - Funeral bill 2,891.00
2 Scotties Beef & Reef - Funeral meal 276.41
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative(s}
Social Security Number(s) I EIN Number of Personal Representative{s)
Street Address
City State Zip
-
Year{s) Commission Paid:
2. Attorney's Fees James D. Bogar Esquire 4,375.00
3. Family Exemption: (It decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
City State Zip
-
Relationship of Claimant to Decedent
4. Probate Fees Register of Wills 255.00
5. Accountant's Fees
6. Tax Return Preparer's Fees
7. Other Administrative Costs
1 RESERVES: Costs to conclude administration of Estate including 850.00
filing fee for PA Inheritance Tax Return, Inventory and First &
Final Account; preparation of Personal and Fiduciary Income Tax
Returns
TOTAL (Also enter on line 9, Recapitulation) $ 8,647.41
(If more space is needed, insert additional sheets of the same size)
CopyrIght {c) 1996 form software only CPSystems, Inc.
Form REV-1511 EX (Rev. 1-97)
REV-1513 EX.. (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Elizabeth M. Brierlev
NUMBER
I.
SCHEDULE J
BENEFICIARIES
SSf! 191-16.4232
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [fncludeoutright spousal distributIons. and
transfers under Sec. 9116(aXl.Z)]
Patrick A. Devine
329 Iron Street
Bloomsburg, PA 17815
None
FILE NUMBER
21-02-0440
AMOUNT OR SHARE
OF ESTATE
Specific
bequest of
10,000.00
Rest, residue
and remainder
of Estate
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE. ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS,
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
2
Paula Yoder
605 Garrett Road
Dillsburg, PA 17019
Niece
5,000.00
5,000.00
TOTAL OF PART 11- 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)
::::coyright Ie! 2COO form software only The Lackner Group. Inc.
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
St. Joseph Catholic Church - Specific bequest
Form REV-1513 EX ,:Rell. 9-0C1
\~,
~
~
~
_.~
LAST WILL AND TESTAMENT
OF
ELIZABETH M. BRIERLEY
I, ELIZABETH M. BRIERLEY, of Mechanicsburg, Cumberland
County, Pennsylvania, make, publish and declare this as and for
my Last will and Testament, hereby revoking all other wills and
Codicils heretofore made by me.
FIRST: I give and bequeath Five Thousand and NO/lOO
($5,000.00) Dollars to the ST. JOSEPH CATHOLIC CHURCH, of
Mechanicsburg, Pennsylvania, in my name and for my memory, same
to be used for general church purposes as ST. JOSEPH CATHOLIC
CHURCH deems appropriate.
SECOND: I give and bequeath Ten Thousand and NO/lOO
($10,000.00) Dollars to the REVEREND PATRICK A. DEVINE, of 329
Iron Street, Bloomsburg, Pennsylvania, provided, however, that
should he predecease me, then to my niece, PAULA YODER, of 605
Garrett Road, Dillsburg, Pennsylvania.
THIRD: I devise and bequeath all the rest, residue and
remainder of my estate of whatever nature and wherever situate,
including any property over which I hold power of appointment and
together with any insurance policies thereon, to my niece, PAULA
YODER. Should my niece, PAULA YODER, predecease me, I devise and
bequeath all the rest, residue and remainder of my estate of
whatever nature and wherever situate, including any property over
which I hold power of appointment and together with any insurance
policies thereon, to her husband, BARRY L. YODER, of 605 Garrett
Road, Dillsburg, Pennsylvania.
FIFTH: In addition to all powers granted to them by
provisions of this Will, I give the fiduciaries
acting hereunder the following powers, applicable to all proper-
ty, exercisable without court approval and effective until actual
distribution of all property:
CR
~
~
,J
"
(
\,~
(A) To sell at public or private sale, or to lease,
for any period of time, any real or personal property and to give
options for sales, exchanges or leases, for such prices and upon
such terms (including credit, with or without security) or
conditions as are deemed proper. This includes the power to give
legally sufficient instruments for transfer of the property and
to receive the proceeds of any disposition of it.
(B) To partition, subdivide, or improve real estate
and to enter into agreements concerning the partition, subdivi-
sion, improvement, zoning or management of real estate and to
impose or extinguish restrictions on real estate.
(e) To compromise any claim or controversy and to
abandon any property which is of little or no value.
(D) To invest in all forms of property, including
stocks, common trust funds and mortgage investment funds, without
restriction to investments authorized for Pennsylvania fiduci-
ies, as are deemed proper, without regard to any principle of
diversification, risk or productivity.
(E) To exercise any option, right or privilege granted
in insurance policies or in other investments.
(F) To exercise any election or privilege given by the
Federal and other tax laws, including, but not necessarily being
"
limited to, personal income, gift and estate or inheritance tax
laws.
(G) To make distributions to my herein named benefici-
aries in cash or in kind or partly in each.
(H) To borrow money from themselves or others in order
to pay debts, taxes, or estate or trust administration expenses,
o protect or improve any property held under my will, and for
~-
investment purposes.
(I) To select
retirement plan (pension
stock ownership plan, or
a mode of payment under any qualified
plan, profit sharing plan, employee
any other type of qualified plan) to
the
2
extent the plan or the law permits them to
any other rights which they may have under
manner they consider advisable.
SIXTH: I direct that all inheritance, estate, trans-
fer, succession and death taxes, of any kind whatsoever, which
may be payable by reason of my death, whether or not with respect
to property passing under this will, shall be paid out of the
principal of my residuary estate.
SEVENTH: All interests hereunder, whether principal or
income, which are undistributed and in the possession of the
fiduciaries acting hereunder, even though vested or distribut-
able, shall not be subject to attachment, execution or sequestra-
tion for any debt, contract, obligation or liability of any
beneficiary, and furthermore, shall not be subject to pledge,
assignment, conveyance or anticipation.
EIGHTH: I nominate and appoint PAULA YODER, Executrix
of this, my Last will and Testament. In the event of the death,
resignation or inability to serve for any reason whatsoever of
the said PAULA YODER, I nominate and appoint BARRY L. YODER,
Executor of this, my Last will and Testament. I direct that my
Executrix or Executor, as the case may be, and their successors,
shall not be required to post security or a bond for the
performance of their duties in any jurisdiction.
IN WITNESS WHEREOF, I have hereunto set
seal to this, my Last will and Testament, this
,:J~
~
do so, and to exercise
the plan, in whatever
my hand
/1- day
and
of
Signed, sealed,
SEAL)
and declared by the above-
named Testatrix as and for her Last will and Testament in our
presence, who, at her request, in her presence and in the
3
, .
presence of each other, have hereunto subscribed our names as
attesting witnesses.
Address
~1)/1U d: LL~! (1 HI- )
Address
4
Register of Wills of
CUMBERLAND
County, Pennsylvania
INVENTORY
Estate of Elizabeth M. Brierley
No. 21- 02 - 044.
also known as
Date of Death 04/14/2002
,Deceased Social Security No. 191-16 -4232
Paula Yoder,
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned
no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this
Inventory. I /We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein
are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of James D. Bogar Esquire
Attorney:
I.D. No.: 19475
Address: One West Main Street
Shiremanstown, PA 17011
Telephone: 717/737-8761
Personal Representative f) " ~
S;go",re I~~
Paula Yoder
Signature:
Address:
605 Garrett Road
Di11sburg, PA 17019
Telephone: 717/432-2357
Dated:
06/27/2002
Description
Value
.....-. ....
,.;
j~~'
(See continuation page(s) attached)
(Attach additional sheets if necessary)
Total:
218,020.33
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative.
include the value of each item, but such figures should not be extended into the total of the Inventory.
Prepared by the Pennsylvania Bar Association
C:ooyright (cI 1996 form software only CPSystems. Inc.
Form ilRW-7 (1992)
Estate of:
Date of Death:
County:
INVENTORY
Elizabeth M. Brierley
04/14/2002
Cumberland
CASH:
Blue Ridge Cable Technologies
- Refund
19.90
County of York - Burial
benefit (not subject to PA
inheritance tax)
100.00
PA Employees Benefit Trust
Fund - Death benefit
374.79
Waypoint Bank - Checking
Account No. 4100009480, date
of death balance $6,028.12,
accrued interest $0.99
6,029.11
Waypoint Bank - Certificate
Account No. 500011169, date
of death balance $75,000.00,
accrued interest $193.66
75,193.66
Waypoint Bank - Certificate
Account No. 500012488, date
of death balance $20,000.00,
accrued interest $12.39
20,012.39
Waypoint Bank - Checking
Account No. 500064787, date
of death balance $6,018.76,
accrued interest $0.18
6,018.94
Waypoint Bank - Certificate
Account No. 555311070, date
of death balance $10,000.00,
accrued interest $13.32
10,013.32
Waypoint Bank - Certificate
Account No. 569002041, date
of death balance
$100,000.00, accrued
interest $258.22
100,258.22
TOTAL RECEIPTS OF PRINCIPAL.... . . . . . . . . . . .
218,020.33
218,020.33
----------------
----------------
Cly/
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Elizabeth M. Brierley
Date of Death: l\pril14. 2002
wi 11 No. 21-02-0441
Admin. No.
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 XX 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? Yes No XX
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 XX No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
~L?~
S gnature
James D. Bogar, Esquire
Name (Please, type or print)
One West Maln St.
Shiremanstown, FA 17011
Address
Da t e: October 1, 2002
(717) 737-8761
Te 1. No.
Capacity: Personal Representative
x Counsel for personal
representative
(MAH:rmf/AM3)
1";7-6/- ~--
~ BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HA~!RISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
-'l C.':
,
DATE
ESTATE OF
DATE OF DEATH
-.( FILE NUMBER
j COUNTY
ACN
08-12-2002
BRIERLEY
04-14-2002
21 02-0441
CUMBERLAND
101
JAMES D BOGAR ESQ
1 W MAIN ST
SHIREMANSTOWN
*'
REV-15~7 U AFP IIl-D2)
ELIZABETH M
I
PA 170,U
1,-;'\
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE. PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i54-j-iX--AFi'--foY':ozY-NoYicE--oF-YNHEifiTANcE-YA'x-APPR1risEMiNT~--Ai:.i-OWANCE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF BRIERLEY ELIZABETH M FILE NO. 21 02-0441 ACN 101 DATE 08-12-2002
TAX RETURN WAS: (X) ACCEPTED AS FILED
) CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
.00 X 00 = .00
.00 X 045 = .00
.00 X 12 = .00
204,272.92 X 15 = 30.640.94
(9)= 30,640.94
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
.00
.00
.00
217 . 920.33
.00
.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequestsj Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
nO)
8.647.41
.00
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this form with your
tax paYllent.
217 ,920.33
Ul)
(2)
(13)
(14)
8.647 41
209,272.92
5,000.00
204,272.92
TAX CREDITS:
,,~...~~. . l+} AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 01-14-2003*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 30,640.94
INTEREST AND PEN. .00
TOTAL DUE 30,640.94
. 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.)
\,/"?~' b/-6-
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
*'
REV-li07 EX AFP <01-02)
'j :'
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-12-2002
BRIERLEY
04-14-2002
21 02-0441
CUMBERLAND
101
ELIZABETH M
. /1
JAMES D BOGAR ESQ
1 W MAIN ST
SHIREMANSTOWN PAi,.17011
Allount Rellitted
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, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
RE-y=i6Cfj-ix-AFP--("OY:ozY------...-iNifiiiTANC'E-TAX-ST'AiEMENT-OF-ACCouiii--...---------------- -----
ESTATE OF BRIERLEY ELIZABETH M FILE NO.21 02-0441 ACN 101 DATE 08-12-2002
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: 08-12-2002
PR I NCI PAL TAX DUE: .................................................................................................................................................................................
..........................................
30,640.94
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
06-28-2002 CD001352 1,532.05 29,108.89
TOTAL TAX CREDIT 30,640.94
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
It 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" (CRl.
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l