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HomeMy WebLinkAbout02-0478 PETITION FOR PROBATE and GRANT OF LETTERS Estate of EJ../2.AP,\'FH'Il-/t/llf/.;"/V No. P- R ,5 7 Ie (..3 ~"'" also known as B {rry L A III 1- -,:, ,0/- f71r\. To: "Z., - O~ - 4' 8 Register of Wills for the , Deceased. County of (l u tvl IS i'R I,A AI /) in the Social Security No. () ,'-57. I () - I. ~ r" .C: Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of~a e or older an the execut r~) X in the last will of the above decedent, dated _ i (,' c G J c; q ? and codicil(s) dated ' ' , , named , 19_ (state relevant circumstances, e.g. renunciation. death of executor, etc.) Decendent was domiciled at death in C (, IV) R l' R Lit Jv f) h 13 rz last family or principal residence at 107 () (. Tc;; i'i\ /) I":>. C' A I'A D t1 Ii.. L , (list street, number and muncipality) County, Pennsylvania" with CA"', n /-I,LL ~/() II I /1 A Y 'I) ,) 0(, <::> ,~ 0) years of age, died .., l' Except as follows, ecedent did not ma ry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: III II 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: 3(l 1'1.' Co, r', (1 .J $ $ $ $ WHEREFORE, petitioner(s) respectfully ~ues~ the probate of the last will and codicil(s) presented herewith and the grant of letters ,-t'S /Y) -e' At IA Po i (testamentary; administrat on c.La.; administratIOn d.h.D.c,La.) theron. ~ v u ~ v ~3 u ~ "u ~ -g .g ro';:: '?~ "tl4-. 50 ,. o '" Vi 1/1, , . /;' . 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'~'T~/ I;' '~ (7//0 "~;,.'7 ,_ ,q/.;r: /( /' ' -;Z/~' k....."'t.A.j- -' P OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA l- ss COUNTY OF CillID~ J Swam to or affirmed, and SUbS, cribed { before me this 15th day of MAY 2002 ~ ~d~~t~.t1, :Jff~,. -a Reg/Sf 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 administer the estate according to law. ,.? .---4- /"1. ,/ "<-r' A Ai 1-<'",,' (, U-'Yi'r;/i_d ..L->t:.M - ~ '" '" ;: ~ ." ~ II - ~LI-3 No. 2J - 07 - 1../18 Estate of ELIZABETH V LANGTON , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MAY 16, 2002 ~ . in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated ,JUNE 6. 1997 described therein be admitted to probate and filed of record as the last will of ELI ZABETH V LANGTON and Letters TESTAMENTARY are hereby granted to VERONICA. THOMPSON Yr';;J// '/;" x1n ,In @"{J..J1f:.-:i;JafJ Gu n4 , / V C LEWISegister of Wills FEES Probate, Letters, Etc. ......... $ 60.00 Short Certificates( ).......... $ 36.00 Xfi~ .ertrA .pag,"s.. $ 21.00 lCP $ 5.00 TOTAL _ $ 122.00 Filed .. ,?:-.H~-:?9P.~ . . . . . . . . . . . . . . . . . . . . . . mailed to exec on 5-16-02 AITORNEY (Sup. Ct. 1.0. No.) ADDRESS PHONE K -' ".J funs! mill nnn QIcsmmr>nt of ELIZABETH V. LANGTON 2.1- 02. - '"', 8 BE IT REMEMBERED, that I, ELIZABETH V. LANGTON, of 107 October Dri ve, Camp Hill, Pennsyl vania Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last will and Testament, hereby revoking and making null and void any and all Wills and Testaments and writings in the nature thereof by me, at anytime heretofore made. ITEM 1: I direct that all my just debts and funeral expenses be paid as soon after my demise as may be convenient. The foregoing notwithstanding, I hereby acknowledge that I previously designated my sister, VERONICA THOMPSON as beneficiary of a Certificate of Deposit pursuant to and under the agreement with my said sister that she would pay for my funeral expenses from the funds received from that Certificate. I, therefore, direct that this agreement be complied with. ITEM 2: I give and bequeath all tangible personal property owned by me at my death and all insurance policies on such property as follows: a. To those individuals who survive me by thirty (30) days who are designated on a list or memorandum signed by me which refers to this Will or is found with a copy thereof, I give and bequeath the items listed beside their names. ( ~V~(SEAL) EL ABETH V. LANGT 1 b. The balance (including any items under subparagraph (a) above the bequest of which has lapsed) shall be included in my residuary estate, and shall be distributed by my hereafter named Personal Representative to the beneficiaries thereof as herein provided. My Personal Representative shall have the right to dispose of the remaining items of personalty that are to become part of my residuary estate, either in kind or in cash as a result of liquidation thereof, as my Personal Representative, in her sole discretion, deems appropriate under the circumstances. It is my intent, however, that should any beneficiary of my residuary estate desire to receive a particular item in kind which was not specifically bequeathed to that beneficiary, to the extent reasonably possible, my Personal Representative shall attempt but not be obligated, to follow that beneficiary's request. c. If any beneficiary of any item of tangible personal property aforesaid has not yet attained the age of 18 at the time of my death, I order and direct that my Personal Representative to hold the items in safekeeping for that beneficiary and to deliver the same to the that beneficiary upon he or she reaching age 18. For said purposes my Personal Representative shall be entitled to use or set aside from my estate sufficient funds to provide for said safekeeping. artr'l;~~ gLrzABETH V. GTON (SEAL) 2 ITEM 3: All the rest, residue and remainder of my Estate, of whatsoever nature and wheresoever situate, whether it be real, personal or mixed, including any insurance policies therefor, property over which I have power of appointment, and proceeds from any insurance policies payable to my estate, I give, devise and bequeath to my nieces, BETTY NEUMEISTER of RD 2, Box 95A, Higgins, PA 17938 and BARBARA MCDONALD of 23 Frayley Drive, Somerset, NJ 08813, or the survivor of them, in equal shares per capita. ITEM 5: I appoint my sister, VERONICA THOMPSON, as my Personal Representative of this my Last will and Testament, and direct that my Personal Representative shall administer my estate and make the distributions herein provided. Should VERONICA THOMPSON, predecease me, fail to qualify, cease to act or renounce probate, I then appoint my nieces, BETTY NEUMEISTER AND BARBARA MCDONALD, or the survivor of them, as the Alternate Co-Personal Representatives of this my Last Will and Testament. ITEM 6: I direct my Personal Representative to pay all inheritance, estate, succession and legacy taxes of whatsoever nature and kind, to which my Estate or any person receiving the transfer of any property passing hereunder or otherwise passing by reason of my demise, may be subject and to charge such taxes against my residuary estate, it being my intention that none of the aforesaid ~( ('4r-,Lti 2J c1~~ (SEAL) E ZABETH V. LANG N 3 taxes, either federal or state, or any property required to be included in my gross estate, under the provisions of any state or federal law now in force or hereafter enacted, shall be prorated among the persons interested in my Estate to whom such property is or may be transferred or to whom any benefit accrues. ITEM 7: In addition to the powers conferred by law, I authorize my Personal Representative in her absolute discretion: a. To retain in the form received, and to sell either at public or private sale any real or personal property; b. To manage real estate; c. To invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principle of diversification; d. To exercise any option or rights arising from ownership of investments; e. To compromise claims without court approval and without the consent of any beneficiary; f. To disclaim any interest in property; g. To claim an elective share of the estate of any deceased spouse; h. To join with any spouse I may have upon my death in the filing of any federal income tax return for any year for which I have not filed such return prior to ( ?eOiJl/t 2I.y ~~ (SEAL 1 ~ E Z BETH V. LANGT 4 my death, and to consent to the treatment of any gifts made by my spouse as being made one-half by me for gift tax purposes notwithstanding the fact that such action may result in additional liabilities for my estate. Any income or gift taxes due on such returns and any deficiencies, interest, penalties, or refunds thereon, shall be allocated between my estate and my spouse and my spouse's estate, or all to any of them, in such manner as my Personal Representative and my said spouse may agree. i. To disburse my estate in kind or by way of liquidation thereof, in whole or in part, as my Personal Representative in her sole discretion may deem appropriate under the circumstances. ITEM 8: I direct that my Personal Representative or her successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 6th day of June , 1997. WITNESS: C~~d!~ ~~~~SEAL) ELIZ BETH V. LANGT N 5 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA SS. COUNTY OF CUMBERLAND We, ELIZABETH V. LANGTON, Diane G. Radcliff and Harold M. Donley the TESTATRIX and the witnesses respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the TESTATRIX signed and executed the instrument as the TESTATRIX's Last Will and that TESTATRIX had signed willingly (or willingly directed another to sign for ), and that TESTATRIX executed it as TESTATRIX free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the TESTATRIX, signed the Will as witnesses and that to the best of their knowledge the TESTATRIX was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. WITNESS Sworn to and subscribed to before me this u..t:L day of ~~_I ./ , 1997. ~UB~cAUK{~ Notarial Seal Deborah L. Donley, Notary pubnc Camp Hill Bora, Cumoerland County My Commission Expires Sept. 23, 1999 Member. Pennsylvlol. AMOGlatioo of Notaries My Commission Expires: 6 Notanal Seal Deborah L. Donley, Notary pubnc Camp Hill Boro, Cumberland Couoh My Commission Expires Sept ?" Membar Pennsylvania Assnrh' .. ( BEQUEST OF PERSONALTY Pursuant to the terms of Item 2 of my Last Will and Testament dated June 6 , 1997, I, ELIZABETH V. LANGTON, hereby give and bequeath the following items of personal property to the person or persons whose names appear next to each said item of personalty, to the extent that I own said items as of the date of my death: 1. All of my jewelry to my step sister, IRENE BARRATT, of 29 Ashley Court, Marlton, NJ., my niece, BETTY NEUMEISTER, of RD 2 Box 95A, Higgins, PA and my niece, BARBARA MCDONALD, of 23 Frayley Drive, Somerset, NJ, in equal shares per capita. These bequests are made on June 6 1r:fJ7 and supersedes, replaces and revokes all prior bequests of personalty. IN WITNESS WHEREOF, I have set my hand and seal this 6th day of June , 1997. \ ~~~J~~ ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA SS. : COUNTY OF CUMBERLAND We, ELIZABETH V. LANGTON, Diane G. Radcliff , and Harold M. Donley __, the Testatrix and the witnesses respectfully, whose names are signed to the attached or foregoing instrument, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Bequest of Personalty and that she had signed willingly (or willingly directed another to sign for her) and that she executed it as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix signed the Will as witnesses and that to the best of their knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ~ Sworn to and subscribed to before me this ~ day of rJ~AI .J , 1997. rJ.Qw.1JJtL ff'. ~ Notary Public My Commission Expires: Notarial Seal Deborah L. Donley, Notary pubnc Camp Hill Bora, Cumberland County My Commission Expires Sept. 23, 1999 em er ennsylvanla Association 01 Notaries COMMONWEALTH OF PENNSYLVANIA DEPARTMENT DF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z60bOl HARRISBURG, PA 11128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO.21 02-0478 02133108 07-18-2002 REV-l!;:~J Ell iFP (09-00) TYPE OF ACCOUNT [i] SAVINGS D CHECKING D TRUST D CERTIF. TO: " EST. OF ELIZABETH LANGTON S.S. NO. 089-10-6368 DATE OF DEATH ~5-09-2002) COUNTY CUMBERLAND BARBARA APT S 1 n7 ~lg\:[r1B[R C'.MP IIIll MCDONALD REHIT PAYHENT AND FORHS REGISTER OF WILLS Z ~ N.12 L.. l:::tt.l ~ CUMBERLAND CO COURT HOUSE ~ ~ CARLISLE, PA 17013 HOll ~~ J,J"J r5 8&73-ICff:JS"" PNC BANK has provided the Depertment with the infor.aUon listDd b"llow which has been used in calculating the potential tax due. Their racords indicate that et the death of the above decedent~ you were a joint owner/beneficiary of this account. If you feal this information is incorrect, please obtain writtan correction from tha financial institution~ attach a copy to this form and return it to the above address. This account is taxablB in accordance with the Inheritance Tax Laws of the Commonwualth of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5001943986 Date 12-16-1998 Established Account Balance Percent Taxable Amount Subject to Tax Tax Rat. Potential Tax Due 80 PART TAXPAYER RESPONSE [!J1::i:::~'~~.I:i!imi:i~~~~iiii~~~~i",:~g~iiiiii~l:iii.':i!~~~~~i~~~i.i!~~~i!i!il~~g~.~':i!~~g.:,~~::,~~~~!iii!~~~~~i!!,i!1 x 32,056.73 16.667 5,342.90 .15 To insure proper credit to your account, two (2) copies of this notice must accompany your payment to the Register of Wills. HakR chDck payable to: "Register of Wills~ Agent". NOTE: If tax payments are made within three (3) months of the decedent"s date of death, YOU may deduct a 5Z discount of the tex dUD. Any inheritance tex due will become delinquent nine (9) months after the date of death. [CHECK ] ONE BLOCK ONLY A. D ThB above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a dIscount or aVOId IntBrest~ Dr you may check box "An and return thiS notlcQ to the Registgr of "IllS anO an official assessment will be issued by the PA Depart.ent of Revenue. 8. c=J The above asset has been or will be reported and tax paid with thD Pennsylvania Inheritance Tax rsturn to be filed by the decedent's representative. C. [] The above Information is incorrect and/or debts and deductions were paid by you. You must complate PART ~ and/or PART ~ below. PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate~ please state your relationship to decedent: PART [!] TAX RETURN - COM~UTAT!ON LINE 1. Date Established Z. Account Balance 3. Percent Taxable 4. Amount Subject to Tax S. O.bts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 Z 3 4 I; 6 7 B x x PAYEE DESCRIPTION AMOUNT PAID I TOTAL CEnter on Line 5 of Tax Computation) I $ perjury, I declare that the facts "ledge and belief. I have reported above are true, correct and HOME (7'B2..) ~/f! - / /7g , WORK (___) ~~/ZtJ7JZ- TELEPHON NUMBER ATE COMMONWEALTH OF PENNSVLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 260601 HARRISBURG I PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 02-0478 02133106 07-18-2002 REV-l!'iIiJI':l.FPC09-00) TYPE OF ACCOUNT D SAVINGS D CHECKING D TRUST 00 CERTIF. '\1 EST. OF ELIZABETH LANGTON S.S. NO. 089-10-6368 DATE OF DEATH G5-09-2002::) COpNTY CUMBERLAND BARBARA MCDONALD APT 5 102 NOVEMBER DR CAMP HILL PA 17011 REMIT PAYMENT AND FDRMS TD: REGISTER OF WILLS CUMBERLAND CD COURT HOUSE CARLISLE, PA 17013 PNC BANK has providad tha Dapartllant with tha inforllation listed below which has been used in calculating the potential tax due. Their records indicate that at the death of tha above dacedentl you were a joint owner/beneficiary of this account. If you feel this information is incorrect I please obtain written correction fro. the financial institutionl attach a copy to this form and return it to the above address. This account is taxable in accordance with the Inhsritance Tax Laws of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 787-8327. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 31500200362 Date 10-06-2000 Established Account Balance P.rc.nt Taxable Amount Subject to Tax Tax Rate Potential Tex Due 37 ~~ TAXPAYER RESPONSE [!] li,!!~~~~.i!l!tt!!i!~~.!!!il~~~'i'.~~~li,!,,~I!i'i~liii!~~~~i~~~ii!ii~~i"i'~~I"'!f:'ji'~~~~~i'~~'j!~I~li,i!M1!f:~~liijii~ x 15,066.13 16.667 2,511.07 .15 To in sura proper credit to your accountl two (2) copies of this notice must acco.pany your payment to the Register of Wills. Make chsck payable to: "Register of Willsl Agent". NOTE: If tax pay.ents are made within three (3) months of the decedent.s date of deathl you may daduct a 5% discount of the tax due. Any inheritance tax due will become delinquent nine (9) months after the date of death. [CHECK ] ONE BLOCK ONLY A. [] The above information and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obt8in a discount Dr aVOId Interest, Dr YOU may check box "A" and return this notics to the Register of WIlls and an offici81 assessment will be issued by the PA Dapartment of Revenue. B. [] The abova asset has bean or will be reported and tax paid with the Pennsylvania Inhsritance Tax rsturn to bo filed by the decedent's representative. C. [] The above information is incorrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX P.~TUP.N - COMPUTATION LINE 1. Dat. Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax S. Debts and Deductions 6. Amount Taxable 7. Tax Rate a. Tax Due OF 1 2 3 4 5 6 7 8 x TAX ON ~OINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line S of Tax Co.put.tion) i $ declare that the facts I e and belief. have reported above are true, c~r~~ct ~~=~ ~~ ~cf-117o TELEPH NE N MB and , r JZ.'r{2tllJ z.. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT BARBARA MCDONALD 23 FRALEY DRIVE SOMERSET, NJ 08873 _uun_ fold ESTATE INFORMATION: SSN: 089-10-6368 FILE NUMBER: 2102-0478 DECEDENT NAME: LANGTON ELIZABETH V DATE OF PAYMENT: 08/08/2002 POSTMARK DATE: 08/07/2002 COUNTY: CUMBERLAND DATE OF DEATH: 05/09/2002 NO. CD 001493 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02133108 I $761.37 02133106 I $357.83 I I I I I I I TOTAL AMOUNT PAID: REMARKS: BARBARA MCDONALD CHECK#1953 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $1,119.20 MARY C. LEWIS REGISTER OF WillS I Barbara K. McDonald 23 Fraley Dr SomelSe~ NJ 08873 --~-~-'---- '--"'-'-'.~"--,- f:=6 I~Tevc of dJttls ~t{A1.JfJbYj~~~. ~ ~~ LAA..LISllE 17~J.J).)4 '7013 c:i hJ :-::-... c.-=- c; I Co -........ , 'j A ) Va ~ ~ ~ 5 ~ ~ a: ~ u:. ,... ,... ~ ~ ~ ~ I ,... I~ ~~ II J , ~ r\ , . w c'l -, ,I Z ('J r-- . C) VI t-M' ~ oowr---.Z o....-<tIloor-:=l ~a:coC)O .a...uJCl E: tIl :r: L')C:: . 0 =) :=l (f) 0:: 1\\\ g ~ II r-- Ln'i' t.O~ .00 ('""')M -~ ~o >- @-l ct ~ _0 . :::> iJJ :::::O(/) ~iJJ:::> c::ctu (/)LLii=: fnCl(/) ctj::!;iJJ e;CIl::!!: N o.'l 0 0 13 ... Q. Cl 01 u ~u lUll vV lLlv ,- , , , , . . I I I' I I . III e '" ~. u ~ .. ~ -....,J~ .l... - ~ )( ~ ~ I.LJ ~ g ~I ~ Ado~ ""~~~T!!-'I!IIII:III<IIII!IIIIJII) I) I) Ijl J WI) !I . w 0 ~ 0 ~ rn 0, '" ,'" . > . ~ i~ 0 0. E 0. w E w :> :> :> Q. Q. - Q. [J -. :> :> ~ < E E . ;= ;= I E ;= . 15. 15. .~ ~ ~ ~ ~ .t " . = 0 8 'il $ < = < c . ~ ~ ~ . > 1i: > .~ > 0; 0 .. . 0; 0 .. 0 :> 0 ::; C i~ '- ~ 0 c . . e . . '- g '- 15. '" .~ ---Q) rn . . ~ rn II: ~ ~ c '- ~ 5 ::::J 0 {I}~ 0 l' Q. 0 U 0 >- ~ , , . :' " a . . ro' 0 n " ~ 0' " 0 I' u n '" E f E <' 0 > 0 0 G 0; , 0 ,u . 0 . z ~ . 0 '0 z N ~ ~:9. c ~ . 2 r-=, N < ~ 0 " [J ~ 0 " ~ ::; ~ >- Q. 0 C ~ . C ::; ~ ~ < . 0 . ! " ::; E rn '" ;= D~ ttl CI) f3 ex: Q Q <C ~ Lu o 0: L&: o ..... CI) ~ JU lUU IU:..:r'l ~r-.v it)'\:: . r .".....\..1 - _. _.~_..,._. -~~ ~294A '~i291B ILJ......- I..... ._ .-"--~ -~- ,..,......,._. oj w GO GO GO y! ~ f , ~ $' ;= z ~ ~ L .. o f-- .J ,- , w z o % " " z ~ ~ " 2 L' o a: u. .J D lEAL TH OF PENNSYlVANIA {"ENT OF REVENUE .AU OF INDIVIDUAL TAXES .~T. Z80601 .ARRISBURG, PA 171Z8-06Dl INFORMATION NOTICE AND TAXPAYER RESPONSE (7-(,<;-3 FILE NO. 21 02-0478 ACN 02133107 DATE 07-18-2002 REY-1543EKAFPlD9-DD) TYPE OF ACCOUNT D SAVINGS D CHECKING D TRUST lXI CERTIf. I;. EST. OF ELIZABETH LANGTON 5.5. NO. 089-1- DATE OF DEATH 5-09-2005~ COUNTY CU BERLAND I' ELIZABETH NEUMEISTER ~! ~CTOBER ST C~ HILL PA lio11 ." "'I R..l.. ".->11,; ,-.-1 \ . . ... . \'-".0.,,(\:'. i'f' il<J3 '" REHIT PAYHENT AND FDRHS TO: R GISTER OF WILLS UMBER LAND CO COURT HOUSE ARLISLE, PA 17013 PNC BANK has providCld thD DGlpartllClnt with the inforllat on listDd below which has beDn USDd in calculating the potential tax due. Their records indicate that at the death of the ab e decedentl you were a joint owner/beneficiary of this account. If you feel this information is incorrect I please obtain written correc ion frail the finBnciBl institution} BttBch B copy to this forll and return it to the above address. This account is taxablA in accordan e with the Inheritance Tax laws of the Commonwealth of Pennsylvania. Questions may be answered by calling (717) 787-83Z7. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FIL NG AND PAYMENT INSTRUCTIONS Account No. 31500200362 D..b 10-06-2000 Established Account Balance To insure proper credit to your account I two (2) copies of this notice must acco.pany your pay_ent to the Register of Wills. Make check payable t~~_~_~Agi~~~~_Qf_~ilJ~~.~gent". 15,066.13 16.667 2,511.07 .15 3l6-<61i ~ -S 7,"t- " PART TAXPAYER RESPONSE [!]11:1:1:!'~~1,1:1:~1:':1~~~1I1:1:'1~~~'::"~!;~:::1:~~1ili~~~IIf!~~~~~:l:I:I~II:I:~I.~~I!~~'I!M~.'I'I~'!'I'I!~~l'I~~~!]l::il A. 8'!he above information and tax due is correct. 1. Vou may choose to remit paYllent to the Register of Wills with two copies of this notice to obtBin ill discount or avoid interest.. or you may check box "A" and return this noticB to the Register of Wills and an official assessllent will be issued by the PA Department of Revenue. Percent Taxable Amount Subject to Ta" Rate Potenti..l T.." Due x NOTE: If tax payments are made within three (3) months of the decedent"s date of death I you may dBduct a 5Z discount of the tax due. Any inheritance tax due WIll become aeunquent nine (9) months after thA date of death. T.." x [CHECK ] ONE BLOCK ONLY B. [] The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent"s representative. C. [] The above information is incQrrect and/or debts and deductions were paid by you. You must complete PART ~ and/or PART ~ below. PART ~ DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relationship to decedent: PAI!T ~ TAX LINE RETURN - COMPUTATION 1. Date Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. T.." R..te 8. Tax Due OF TAX ON JOINT/TRUST ACCOUNTS 1 2 3 X ... 5 6 7 X 8 PAYEE DESCRIPTION AMOUNT PAID I $ TOTAL (Enter on Line 5 of Tax Computation) declare that the f..cts I belief. hays reported above are true, (\F70) fa 3-d- ( ) PHONE NUMBER HOME WORK L correct and 'K) o::z., 1(0 ,S -t):::L. DATE CllHMONWEAL TH OF PENNSVLVANIA ~ARTI1ENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. Z80601 HARRISBURG.. PA 171Z8-0601 INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 02-0478 02133109 07-18-2002 REW-l.5li3EXAFPI09_0D) TYPE OF ACCOUNT !Xl SAVINGS D CHECKING D TRUST D CERTIF. ELIZABETH NEUMEISTER ~~~CTOBER ST CAMP~ILL PA 17011 .314: ~.\--\ \ \ .~~ .' ",., ic.l.l:''j G'n':, \> ~ \ ,", 3. ~ EST. OF ELIZABETH LANGTON 5.5. NO. 089-10-6368 ~~~:T~F DEAT~~{~~:~ , ! REHIT PAYHENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Departllent with thA inforllatiora listed below which has been uSlBd in calculating the potential tax due. Their records indicate that at the death of ths abov~ decedent, you were a joint owner/bsneficiary of this account. If you feAI this information is incorrect.. please obtain written correcti+n frail thR financial institution.. attach a copy to this forll and return it to the above addrRSS. This account is taxable in accordanca with the Inharitance Tax Laws of the CommonwRalth of Pennsylvania. QURstions may bR answerRd by calling (717) 787-8327. I COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FIL~~G AND PAYMENT INSTRUCTIONS Account No. 5001943986 Date 12-16-1998 I To insure proper credit to your account.. two Established i (2) copies of this notice Must accompany your 32 056 73 \ paymRnt to the Register of Wills. Haka chsck ~. I. payable to; "Rsgister o~ ..~.i.~!s".uA~ent". 5 ~ 3~~: :~7 k' ....~~~~i~:i~s~i~~=::~:=d:~:':.::t:i~~~~~~. . 15 , you .!'.8V d8duct a 5% discount of the tax dU~ 80' ,-,---" V '"Ji.ny. InherItance tax due W.i.ll be. came deli"."."....nt. ~ _,........., "7/0 I,.. (1 ~..n~nlEl (9) months after thElda~~..J1f,.daath..,....._.< Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x Tax x PART TAXPAYER RESPONSE [!] ~~~~~li"![I'i"~IIII1"'!~!~~~!!!i!~~!i!!!!~I'i,,m'i".~~~~~'iii'~.!,!!!~~!..I~!!!!~i~~I"im!ii~~~i,ii,.~I'!!!jil A. ~he above information and tax due is correct. 1. You .ay choose to r",.it paymBnt to the Register of Wills with two copies of this notice to obtain a dIscount Dr avoid interest.. or YOU may check box bA" and rRturn this notice to ths RRgister of Wills and an official 8ssessment will be issued by the PA Dspartllent of Revenus. [CHECK ] ONE BLOCK ONLY B. [J The sbova asset has been Dr wIll be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent"s represRntative. c. [] The above inforllation is incorrect andlor debts and deductions wers paid by you. Vou must complete PART ~ andlor PART ~ bRlow. PART [!] DATE PAID DEBTS AND DEDUCTIONS CLAIMED If you indicate a different tax rate, please state your relationship to decedent: PART ~ TAX R5TU~N - COMPUTATION LINE 1. Oat. Established 2. Account Balance 3. Percent Taxable 4. Amount Subject to Tax 5. Debts and Deductions 6. Amount Taxable 7. Tax Rate 8. Tax Due 0"" 1 2 3 4 5 6 7 8 x TAX ON JOINT/TRUST ACCOUNTS x PAYEE DESCRIPTION AMOUNT PAID I TOTAL (Enter on Line 5 of Tax ConputetionJ I $ perjury, I declare that the facts I my knowledge a~d belief. have reported above are true~ HOME (.s-70) /; 'is'' &. - WO RK ( ) TELEPHONE NUMB correct and y / c> '-~ R'::.0-- O~ DATE E-143 EX (3-99) ~ EliZJJNtlt R. N_iMr 316 HiU RDtMJ Hetfw PA. 17938 Attention: TIC 340 . .. '.,:) Zip Code 0</ _.C',..... .,=,., <o\lRG fJ G-) ~-' ,....;:' , ..... PM .~ '~.=-~- '---"-",...-- I'; \' , I PA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG PA 17128-0601 1",111",1",11"1,11"1,11",,11,,11,,,,,,11,1,,11 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1 162 EXI1 1-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ELIZABETH R NEUMEISTER 316 Hill ROAD HEGINS, PA 17938 __nnu lold ESTATE INFORMATION: SSN: 089-10-6368 FILE NUMBER: 2102-0478 DECEDENT NAME: lANGTON ELIZABETH V DATE OF PAYMENT: 08/13/2002 POSTMARK DATE: 08/05/2002 COUNTY: CUMBERLAND DATE OF DEATH: 05/09/2002 NO. CD 001518 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02133107 I $357.83 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ELIZABETH R NEUMEISTER CHECK# 857 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $357.83 MARY C. lEWIS REGISTER OF WillS 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 ELIZABETH R NEUMEISTER 316 Hill ROAD HEGIN S, PA 17938 nn_n. fold ESTATE INFORMATION: SSN: 089-10-6368 FILE NUMBER: 2102-0478 DECEDENT NAME: lANGTON ELIZABETH V DATE OF PAYMENT: 08/13/2002 POSTMARK DATE: 08/05/2002 COUNTY: CUMBERLAND DATE OF DEATH: 05/09/2002 NO. CD 001517 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02133109 I $761.38 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ELIZABETH R NEUMEISTER CHECK# 856 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $761.38 MARY C. lEWIS REGISTER OF WillS Commonwealth of Pennsylvania Department of Revenue Bureau ofIndividua1 Taxes Dept 280601 _ Harrisburg P A 17128-060t< MS MARY CLEWIS REGISTER OF WILLS CUMBERLAND CO COURTHOUSE 1 COURTHOUSE SQ CARLISLE PA 17013 - -" . - " - - -i"--lii"i - "\ l ~ ~ ,. -+ .-: .~. ""1 ." .. . W" 4. _' . _ _ _: '_' 1...11t1.1t11,".11..1I.1..1.1 \!\\ iI \, II H ,H", \\ ,I. I.", \, I" \, Ii" h\, \! ,\ E.143 EX (3-991 ~ EUr.abetIt R. N~_i8ter - -'10 nlll lUJtI4 H~gi1u Pit. 17918 Attention: TIC 340 Zip Code dJ p-'''f''''~''''''''''''"""" e,' ""<""""""'_~~"" ._ r~."'''''''~~__ .,.....""'.-'.~"--..;'"-......- PA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG PA 17128-0601 1",111",1",11,.1.11"1.11""11,.11,,,,,,11,1.,11 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DlV[SION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEKENT ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS R~-1.!;48 E:X AFP (01-02) BARBARA MCDONALD APT 5 102 NOVEMBER DR CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILE., NUMBER COUNty SSN/DC ACN 10-07-2002 LANGTON 05-09-2002 21 02-0478 CUMBERLAND 089-10-6368 02133106 ELIZABETH V Amount Remitted 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 ~ R-EY=is4-i-Ej(-AFP--coi-:02j---------------------------.-------------------------------------------------------- NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-07-2002 ESTATE OF LANGTON ELIZABETH V DATE OF DEATH 05-09-2002 COUNTY CUMBERLAND FILE NO. 21 02-0478 TAX RETURN WAS: S.S/D.C. NO. 089-10-6368 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02133106 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31500200362 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS ( ) CHECKING ( ) TRUST (lO TIME CERTIFICATE 10-06-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 15,066.13 0.166 2,511.07 .00 2,511.07 .15 376.66 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-08-2002 CDOO1493 18.83 357.83 TOTAL TAX CREDIT 376.66 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL OUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRJ, YOU MAY BE DUE A REF"UND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTION~, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-I54B EXAFP (OI-02l ELIZABETH 316 HILL RD HEGINS NEUMEISTER DATE ESTATE OF DATE OF DEATH FILE, ,NUI:IBER COUNTY SSN/DC ACN 10-07-2002 LANGTON 05-09-2002 21 02-0478 CUMBERLANO 089-10-6368 02133107 ELIZABETH V Amount Remitted PA 17938 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-1548 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-07-2002 ESTATE OF LANGTON ELIZABETH V DATE OF DEATH 05-09-2002 COUNTY CUMBERLAND FILE NO. 21 02-0478 TAX RETURN WAS: S.S/D.C. NO. 089-10-6368 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02133107 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 31500200362 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE 10-06-2000 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 15.066.13 0.166 2,511.07 .00 2,511.07 .15 376.66 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-13-2002 CDOO1518 .00 357.83 PAYMENT MUST BE MADE BY 02-10-2003'. TOTAL TAX CREDIT 357.83 BALANCE OF TAX DUE 18.83 INTEREST AND PEN. .00 TOTAL DUE 18.83 . IF PAID AFTER THIS DATE, 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. ) \. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEHENT~ ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-I548 D:AFP (OI-02l BARBARA MCDONALD APT 5 102 NOVEMBER DR CAMP HILL PA 17011 DATE ESTATE OF DATE OF DEATH FILii (NUMBER COUNTY SSN/DC ACN 10-07-2002 LANGTON 05-09-2002 21 02-0478 CUMBERLAND 089-10-6368 02133108 ELIZABETH V Amount Remitted 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 ~ RE-Y=is4-i-Eif-AFP--coi-=02)------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-07-2002 ESTATE OF LANGTON ELIZABETH V DATE OF DEATH 05-09-2002 COUNTY CUMBERLAND FILE NO. 21 02-0478 S.S/D.C. NO. 089-10-6368 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02133108 FINANCIAL INSTITUTION: PNC BANK ACCOUNT NO. 5001943986 TYPE OF ACCOUNT: DATE ESTABLISHED (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE 12-16-1998 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 32,056.73 0.166 5,342.90 .00 5,342.90 .15 801. 44 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS. AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAlO DATE NUMBER INTEREST/PEN PAID (- ) 08-08-2002 CDOO1493 40.07 761.37 TOTAL TAX CREDIT 801.44 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE, 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 HAY BE DUE A REFUND. SEe REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) /'/-b7"-y' ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTION5, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1S~8 EX AFP (01-02) ELIZABETH 316 HILL RD HEGINS NEUMEISTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-07-2002 LANGTON 05-09-2002 21 02-0478 CUMBERLAND 089-10-6368 02133109 ELIZABETH V Amount Remitted PA 17938 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-1548 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-07-2002 ESTATE OF LANGTON ELIZABETH V DATE OF DEATH 05-09-2002 COUNTY CUMBERLAND FILE NO. 21 02-0478 TAX RETURN WAS. S.S/D.C. NO. 089-10-6368 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02133109 FINANCIAL INSTITUTION. PNC BANK ACCOUNT NO. 5001943986 TYPE OF ACCOUNT: DATE ESTABLISHED (Xl SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE 12-16-1998 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 32,056.73 0.166 5,342.90 .00 5,342.90 .15 801. 44 NOTE. TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO. "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (- ) 08-13-2002 COOOI517 .00 761. 38 PAYMENT MUST BE MADE BY 02-10-2003<. TOTAL TAX CREDIT 761.38 BALANCE OF TAX DUE 40.06 INTEREST AND PEN. .00 TOTAL DUE 40.06 . IF PAID AFTER THIS DATE, 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 HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 1712B-0601 REV-l 162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ELIZABETH R NEUMEISTER 316 Hill ROAD HEGINS, PA 17938 _n_nn fold ESTATE INFORMATION: SSN, 089-10-6368 FILE NUMBER: 2102-0478 DECEDENT NAME: lANGTON ELIZABETH V DATE OF PAYMENT: 10/16/2002 POSTMARK DATE: 10/1 5/2002 COUNTY: CUMBERLAND DATE OF DEATH: 05/09/2002 NO. CD 001732 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02133107 I $18.83 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ELIZABETH R NEUMEISTER CHECK# 903 SEAL INITIALS: CW RECEIVED BY: REGISTER OF WILLS $18.83 MARY C. lEWIS REGISTER OF WillS ------ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOMANCE OR DISALLOMANCE OF DEDUCTION", AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ELIZABETH NEUMEISTER 316 HILL RD HEGINS PA 1793B DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ,SSN/DC ACN 10-07-2002 LANGTON 05-09-2002 21 02-0478 CUMBERLAND 089-10-636B 02133107 *' REV-1546 EX-.FP (01_02) ELI ZABElH V Amount Remitted Ii !?:; !~ 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 ~ -------------------------------------------------------------~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 ELIZABETH 316 HILL RO HEGINS NEUMEISTER CUT ALONG THIS LINE PA 17938 ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INNERITANCE TAX APPRAISEKENT, ALLOWANCE OR OISALLOWANCE OF OEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS ~) DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-07-2002 LANGTON 05-09-2002 21 02-0478 CUMBERLANO 089-10-6368 02133109 Amount Remitted . REV-15~e EX AFP {OI-02} ELIZABETH V MAKE CHECK PAYABLE ANO REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 RETAIN LOWER PORTION FOR YOUR RECORDS ...... ~ --...o..--__----y,;: ~ ,. Eli~I" R. N~_is~r ~ 316 BiD Road Begins PA 1793g ,--,,",,"" fir lJV~ C~ C~(]~)1~ n IL (7 01",,' 7 '-.':- ~~/ ----- i. 0 /3 "0.''''_'-"" ----_...---"-- - - i 70 i ::;:./::;:::;:2::;: I" ,1/111111/,"111/1"/1111/1,,,/1,,,/,/,,/1.1';,,/,1"1,/11/ . 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 001733 ELIZABETH R NEUMEISTER 316 HILL ROAD HEGINS, PA 17938 __n_n_ fold ACN ASSESSMENT CONTROL NUMBER AMOUNT ESTATE INFORMATION: SSN: 089-10-6368 FilE NUMBER: 2102-0478 DECEDENT NAME: LANGTON ELIZABETH V DATE OF PAYMENT: 10/16/2002 POSTMARK DATE: 10/15/2002 COUNTY: CUMBERLAND DATE OF DEATH: 05/09/2002 02133109 I $40.06 I I I I I I I I TOTAL AMOUNT PAID: $40.06 REMARKS: ELIZABETH R NEUMEISTER CHECK# 902 SEAL INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS - o NAME OF DECEDENT: ELIZABETH V. LANGTON DATE OF DEATH: MAY 9, 2002 WILL/ADMIN NO.: 21-2002-478 CERTIFICATE OF SERVICE OF NOTICE OF ESTATE ADMINISTRATION UNDER RULE 5.6(a) TO THE REGISTER: I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 12, 2002: NAME AND ADDRESS 1. Irene Barratt 29 Ashley Court Marlton, NJ 08053-2069 2. Barbara McDonald 23 Fraley Drive Somerset, NJ 08873 3. Elizabeth Neumeister 316 Hill Road Hegins, PA 17938 4. Veronica V. Thompson 102 November Drive, Apartment 5 Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except: I None NAME I N/A ADDRESS I Date: /cI10/0'- Signature: Name: ~c;ldress:. . , YJ/. . 7 .~ /~!/ -'-/~/~ Veronica V. Thompson 102 November Drive Apartment 5 Camp Hill, PA 17011 (717) 731-9005 Personal Representative Telephone: Capacity: - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 *' INFORMATION NOTICE AND TAXPAYER RESPONSE FILE ACN DATE NO. 21 02-0478 02133110 07-18-2002 REV-1545 EX AFP [n9-00l EST. OF ELIZABETH LANGTON S.S. NO. 089-10-6368 DATE OF DEATH 05-09-2002 COUNTY CUMBERLAND TYPE OF ACCOUNT o SAVINGS IX] CHECKING o TRUST o CERTIF. VERONICA THOMPSON APT 5 102 NOVEMBER DR CAMP HILL PA 17011 REMIT PAYMENT AND FORMS TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 PNC BANK has provided the Department with the inforllation listed below which has been used in calculating the potential tax dUB. Thair records indicate that at the death of the above decBdsnt~ you were a joint owner/beneficiary of this account. If yoU feel this information is incorrect, please obtain written correction from the financial institution, attach a copy to this for. and return it to the above address. This account is taxable in accordance with the Inheritance Tax Laws of the Co.~onwealth of Pennsylvania. Questions may be answered by calling (717) 787-832/. COMPLETE PART 1 BELOW . . . SEE REVERSE SIDE FOR FILING AND PAYMENT INSTRUCTIONS Account No. 5140173352 Date 02-12-1990 Established Account Balance Percent Taxable Amount Subject to Tax Rate Potential Tax Due x 9,999.52 50.000 4,999.76 .15 749.96 TAXPAYER RESPONSE To insure proper credit to your account~ two (2) copies of this notice must acco~pany your payment to the Register of Wills. Make check payable to: nRegister of Wills~ Agentn. Tax x NOTE: If tax payments are .ade within three (3) months of the decedent's date of death~ YOU may deduct a 5% diScount of the tax due. Any inheritance tax due will beco.e delinquent nine (9) months after the date of death. PART [!j A. [ CHECK ] ONE BLOCK B. ONLY c. c=J The above infor.ation and tax due is correct. 1. You may choose to remit payment to the Register of Wills with two copies of this notice to obtain a discount or avoid interest~ or yoU .ay check box nAil and return this notice to the Register of Wills and an official assessment will be issued by the PA Department of Revenue. If you indicate a different taxrat~~~ease state your relationship to decedent: C I ~ c=J The above asset has been or will be reported and tax paid with the Pennsylvania Inheritance Tax return to be filed by the decedent's representative. ~ The above infor.ation is incorrect and/or debts and deductions were paid by you. You .ust co.plete PART ~ and/or PART ~ below. PART @] TAX RETURN - COMPUTATION LINE 1. Date Established 2. Account Balance 3. Percent Taxable 4. AMount Subject to Tax 5. Debts and Deductions 6. AMount Taxable 7. Tax Rate 8. Tax Due + 'Alf TAX ON JOINT/TRUST ACCOUNTS OF 1 2 3 4 5 6 7 x '-f'9'19~7/-' I PART @] DATE PAID ';) S-q~ ;<fX' .j.u.l~o..t (&,d'f.n) DEBTS AND DEDUCTIONS CLAIMED PAYEE DESCRIPTION I TOTAL (Enter on Line 5 of Tax Computation) AMOUNT PAID Under penalties of perjury} I declare that the facts I COMPlete to the best of MY knowledge and belief. :~ , ./7--1 'vL&'14<'l~ .1--4~ TAXPAYER SIGNATURE J' I $ have reported above are HOME (7/7)73/- WORK ( ) TELEPHONE NUMBER true} correct and 9oo~~ _~-I- ()3 ATE I!- . ~ V Lc tZ ONI elt I H 0111(5 0,,) 11fT::: . Iv:).. ;Jov~mhefZ U1 tflYnf /,,/;/1) III /7o//-Su).'( /: ( . ." ~', (1'("- J..'\ I., . ,'J .,;, I:,. .. \ ~.~ ' . ~ ,~..~~ ....-(. _.4 ,~J <' \' r< t C J 5 T e t. () F {fJ IIII s, ,- etA. h-1d)t::/CLI1AdJ CO~NTY (!ou--fLT Hou-~e l fJ P.. II ) I G I f;9 /7 () /3 1111',lllrllflllf\111111I,.IIIIIIIIII,,;t.:,I.l,1111.1111,1,11 1. b7i:', 1. =3.....::::::::.?':',3 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 THOMPSON VERONICA 102 NOVEMBER DRIVE CAMP Hill, PA 17011 ___.nn fold ESTATE INFORMATION: SSN: 089-10-6368 FILE NUMBER: 2102-0478 DECEDENT NAME: lANGTON ELIZABETH V DATE OF PAYMENT: 04/02/2003 POSTMARK DATE: 04/01/2003 COUNTY: CUMBERLAND DATE OF DEATH: 05/09/2002 NO. CD 002374 ACN ASSESSMENT CONTROL NUMBER AMOUNT 02133110 I $604.17 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: VERONICA THOMPSON CHECK# 2041 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $604.17 DONNA M. OTTO DEPUTY REGISTER OF WillS /~)- ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF OEOUCTION~, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS - Hoc,,,, R,,' ,." VERONICA APT 5 102 NOVEMBER DR CAMP HILL '03 ,JUN -6 All:S 1 THOMPSON CU PA 1 nU,l,,' ,c. REV-1548EXAFPIOI_DSl I DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 06-09-2003 LANGTON 05-09-2002 21 02-0478 CUMBERLAND 089-10-6368 0213311 0 ELIZABETH V 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 ~ RE-v=is4-i-Ex--AFP--fol-=o3i----------------------------------------------------------__________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-09-2003 ESTATE OF LANGTON CUMBERLAND ELIZABETH V DATE OF DEATH 05-09-2002 FILE NO. 21 02-0478 TAX RETURN WAS, COUNTY S.S/D.C. NO. 089-10-6368 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION, PNC BANK TYPE OF ACCOUNT, DATE ESTABLISHED ACN 02133110 ACCOUNT NO. 5140173352 ( ) SAVINGS (Xl CHECKING ( ) TRUST ( ) TIME CERTIFICATE 02-12-1990 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 9,999.52 0.500 4,999.76 .00 4,999.76 .12 599.97 X TAX CREDITS: NOTE, TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO, "REGISTER OF WILLS, AGENT." PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 04-01-2003 CD002374 4.19- 604.17 TOTAL TAX CREDIT 599.98 BALANCE OF TAX DUE .01CR INTEREST AND PEN. .00 TOTAL DUE .01CR . IF PAID AFTER THIS DATE, 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" [ CRI, YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I 'l-\.olt- 3 REV -1500 INHERITANCE TAX RETURN RESIDENT DECEDENT llih'.,&'O.1Ial J . COhLfONWEA( TH OF PENNS'l'L VA,N~ DEPARTMENT OF REVENue DEPT. 28O&J 1 HARRISBURG. PA 17128-<1601 ... z :!J w () w " I OECE:OENT'S NAME (LAST, FIRST, ....ND MIDDLE INITIAL) : LANGTON, ELIZABETH V. DATE OF DEATH (MM.-DD-YEAR) I DATE OF BIRTH (PwtvH:JO:YEAR) 05/09/2002 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST AND MIDOtE INitIAL) C ~--'-'_'_'_.m.. ALE NUMBER 21 02 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 089-10-6368 0478 NUMBER THIS AET1.IRN MUST BE FILED IN DUPLICATE 'Mlli THE REGISTER OF WILLS SOCIAL SECURITY NUMBER . ~ 1 OfiginalRetum 0 2. SupplememalRe'um 0 3. Rem:ilinderRelum/dale 01 death priOf!O TZ.13..fJ2) '" ~ .. 0 4. Urnited Estate 0 4a. Fulure Inl...." Compromise (dale of death aft", 0 5. Federal Estate Tax Return Required o ~ ~ 12.12-82) 5 IE ~ 0 6. Decedent Died Testate (A"'''' copy 0 7. DeCedent Maintained a Uving Trust(Altach 8. Total Number of Safe Deposit Boxes of V\oWI) CClQy rJ Trt.l~I) :l: 0 9. liti9ation Proceeds Received 0 10. Spousal Poverty Creditld'" ofdealh between 0 11.Election to lax under Sec. 9113(A) tArtaen Sch 0) t 12-3.1-91.lIld 1-1-95) LTliIS~c.T1().!'l MlJST BI!(;O..Pl,~n;:D. ~c.O~RESPOH_D.fNc.g~HD c."NFlD~N1lAl.TAX ItIFgRMAOON SH~LD BE OIRECTED TO: NA~ COMPlfTE MAilING ADDRESS ..... Diane G. Radcliff WZ ~ ~ FIRM NAt.I: (II applicable) O:z :3 i( Diane G. Radcliff, Attorney at Law TELEPHONE NUMBER 717/737-0100 1. Real Estate (Schedule A) 2 Slacks and 80nds (Schedule B) 3. Closely Held Corporation, Partnership or SOle-Proprietorship z g 5 " ~ tt. 4. Mortgages & Notes Receivable (Schedule D) 5. Cash. 8ank Deposits & Miscellaneous Personal Properly (Schedule E) 6. Jointly Owned Properly (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or l) 8. Total Gross Assets (tolal Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (tolallines 9 & 10) 12. Net Value of Estate (Line 8 minus line 11) 3448 Trindle Road Camp Hill, PA 17001 ~_.-. -~ ,..' -- f.' (1) None r (2) None c.; N (3) None 0 (4) None n -. (5) 1,347.76 G (6) 4,748.53 (7) -0- (8) (9) 4,463.50 (10) 1,402.3 7 (11) (12) 13. Charitable and Govemmental 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) (13) seE INSTRUCTIONS ON REVERSE SIDE FOR APPUCABLE RATES (14) 15.Amount of line 14 taxable at !he spousal tax rate, x .00 (15) or transfers under Sec. 9116(a}(1.2} z .045 (16) 0 16.Amount of line 14 taxable at lineal rate . " :! " .. 17. Amount of Line 14laxable at siblin9 rate 230.42 . .12 (17) . 0 () :l , 8. Amount of Line 14 taxable at collateral rate . .15 (18) ... 19. Tax Due (19) 20 0 Copyright 2000 form software only The Lackner Group, Inc. ..__.__.__..~-.~._-, --.. u~>B.E _SURE T~AII~\!~ AU QUeSTlO~ C)N R~~SE~lDE AND ~ECHECI( MATH ~~ --~-"--i , __._-.J 6,096.29 5,865.87 230.4 2 230.42 28.00 28.00 Form REV-1500 EX (Rev. 6-00) I .-1 Decedent's Complete Address: STREET ADDRESS 107 October Drive CITY STATE PA Camp Hill ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1) 28.00 3. InteresVPenalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 0.00 Total Interest/Penalty (D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. Check box on Page 1 line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE A. Enter the interest on the tax due. B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (3) 000 (4) (5) 28.00 (5A) (58) 28.00 Make Check Payable to: REGISTER OF WILLS, AGENT ~Jr:.:i,- ~< .':~'1~-,:.;~2~*,4,~~~[f;:~1Hri;Wfi~1J1f~:~rf't&t~~~~mji~,,'%.~:~1lir.~t~~~i;mt~~Jm~!iirt~;mt8~11~Hlli1t~:1f:~;j\: PLEASE ANSWER TtIE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income of the property transferred~................................... 'n... ................................... b. retain the right to designate who shall use the property transferred or its income;.................................. c. retain a reversionary Interest; Or......m...................................................................................................... d. receive the promise for life of either payments, benefits or care?........................ .......m......................... 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 benefciary designation? ....................... .......... ......... ........... .............................. .......... ..................... Yes No ~ I o ~ o ~ o ~ Under penaQies of perjury. I declare that I have examined this return, indudiog aco:mPilnying Sd'leclules and slatements. and 10 the *t of my knowledge and belief. il is true. correct and c:omDlele. Dedaralioo 0 pMpater 01 her than the personal representalive IS based OIl all jnfon.nallon of wtudl preparel has ~ny kn~~e: _ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. SIGNA lURE OF PERSON RESPONSIBLE FOR FILING RETURN Veronica V. Thompson . . V~ ~,~4.J>. ~ RE OF PERSO~'B(OR F~~G R~R RER OTHER THANREPRESENTAT I ADDRESS 102 November Drive Apartment 5 (;arnp!fill,PA 17011 DATE f/1/6l. 8~"i/03 AOORESS ADORESS 3448 Trindle Road Camp Hill, PA 17001 -' """'-; 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 .ulYiving spouse is 3% [72 P.S. ~9116(a) (1.1)(i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the sUlYiving spouse is 0% [72 P.S. 39116 (a) (1.1) (Ii)]. The staMedoes 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 sUlYiving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The lax 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 .tepparent of the child is 0% [72 P,S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%. except as noted in 72 P.S. 39116 1.2) [72 P.S. 59116 (a) (1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent. whether by blood or adoption. *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY CO~NWEALll-t Of PENNSYLVANIA INHERfTANCE TAX RETURN Re~oeNT DECEDENT ESTATE OF LANGTON, ELIZABETH V. FILE NUMBER 21-02-0478 Include the proceeds of litigation and Ihe date the proceeds were received by the estateAII property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER I DESCRIPTION Miscellaneous Personal Property to be billed separately as follows: Barbara McDonald (Niece) 23 Fraley Drive Somerset, NJ 08873-1965 $900.00 Elizabeth R. Neumeister (Niece) 316 Hill Road Hegins, PA 17938-9382 $380 00 Coins Van Kampen Dividends Cordier Antiques & Fine Art - Proceeds from sale of furniture TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 109.00 239.00 1,000.00 1,348.00 . COMMON'NEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DF:CEDENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY LANGTON, ELIZABETH V. FILE NUMBER 21 - 02 - 0478 If an assel was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME A Veronica Thompson B James Kelly JOINTL Y OWNED PROPERTY: ITEM ,LETTER NUMBER FOR JOINT TENANT DATE MADE JOINT A 2 B ADDRESS RELATIONSHIP TO DECEDENT 102 November Drive CampHill,PA 17011 Sister 9 North Street ~onrrose,}<Y 10548 Nephcw DESCRIPTION OF PROPERTY Include name of financial institution and bank account number 'or similar identifying number. Aliach deed for jointly-held real eslale. PNC Bank - checking account no.51-4017-3352 DATE OF DEATH %OF DATE OF DEATH DECO'S VALUE OF VALUE OF ASSET INTEREST DECEDENT'S INTEREST i r 9,497.06 50% 4,748.53 U.S. Savings Bond: Date of Death Value: $2,000.00 % ofDec'ds interest .50 NEPHEW TO BE BILLED SEPARA TEL Y TOTAL (Also enter on line 6, Recapitulation) 4,748.53 *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COM~NWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LANGTON, ELIZABETH V. FILE NUMBER 21 - 02 - 0478 ITEM NUMBER This schedule must bll completed and filed Iftheanswer~. any of quesllclOs 1 throul1h 4 on.page 2 is yes. DESCRIPTION OF PROPERTY 'DATE OF DEATH' % OF lodude'". oama of lI1"aosf",.., their .aallon""p 10 decodenl anill,,"Oal. oftronsf"'VALUE OF ASSET DECO'S EXCLUSION TAXABLE VALUE AII8IW a COPY of the deed for real eslate. : INTEREST (IF APPLICABLE) Van Kampen Investments $29,429.22 Account Number 40-61336785 Payable to the following beneficiaries equally on death: ,TO BE BILLED SEPARATELY AS FOLLOWS: Barbara K. McDonald (Niece) 23 Fraley Drive Somerset, NJ 08873-1965 $14,714.11 Elizabeth R. Neumeister (Niece) 316 Hill Road Hegins, PA 17938-9382 $14,714.11 TOTAL (Also enter on line 7, Recapitulation) '* SOEU..E H FlN:RJt..EXPENSES& PDMtISTRRJVE COSTS COt.t.4ON'IrEAL TH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECf.DENT ESTATE OF LANGTON, ELIZABETH V. Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION . FUNERAL EXPENSES: Funeral Expense - Good Shephard Church 2 Neill Funeral Home - Funeral Bill B. : ADMINISTRATIVE COSTS: , . Personal Representative's Commissions SOCial Security Number(s) I EIN Number of Personal Representative(s): 2. Street Address City State _ Zip Year(s) Commission paid Attomey"s Fees Diane G. RadclitT, Esquire 3, Family Exemption: (If decedent's address is not Ihe same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent State lip 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer'. Fees 7. t Other Administrative Cosls Filing Fee - Inheritance Tax Return and Inventory TOTAL (Also enteron line 9, Recapitulation) FILE NUMBER 2] -02-0478 AMOUNT 100.00 3,588.50 750.00 25.00 4,463.50 '*' COI4.-t:ltM"EAl.THOF PENNSnVANlA INHERITANCE fAA RETURN RESIDENT OECEOENT ESTATE OF LANGTON, ELIZABETH V. Include unreimbursed medical expenses. ITEM NUMBER I AT&T Final Bill 2 Com Cast Cable - Final Bill 3 Rent - Camp Hill Apartments 4 Merckj-Medco - Prescriptions 5 Verizon - final bill 6 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS DESCRIPTION Pennsyvlania Neuroology Associates - final bill FILE NUMBER 2]-02-0478 TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 13.00 37.00 795.00 10.00 8.00 539.00 1,402.00 REV.1513 EX. (140) '* SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX ReTURN RESIDENT DECEDENT ESTATE OF LANGTON. ELIZABETH V. FILE NUMBER 21 - 02 - 0478 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do.Not Ll..t Trustee(a) I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) Barbara McDonald 23 Fraley Drive Somerset, NJ 08873-1965 Niece 2 Elizabeth Neumeister 316 Hill Road Hegins, PA 17938 Niece Enter dollar amounts for distributions shown above on lines 15 through 18. as appropriate, on Rev 1500 cover sheel II. NON.TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET AMOUNT OR SHARE OF ESTATE 1/2 of residue 1/2 of residue ~ -~ 'renUUll1 Plan Account'\tatemellt ,C J:l;.nk ~AA-<<<J.1- i 1 fl 70 PNCBAl\K For the period 03/12/2002 t ELIZABETH lANGTON VERONICA THOMPSON 107 OCTOBER DR APT 4 CAMP HILL PA 17011-5053 remium Plan terest Checking Account Summary :ounl number: 51-4017-3352 Accounl Link I!l number: 0089106368 'ance Summary Beginning bal~nce 9,1:16.73 IDsaction Summary Checks paid! withdrawals Total ATM transaclions o .rest Summary Annual Percentage Yield E.arlled {APYE) 0.25% tivity Detail posits and Other Additions Deposit5 and Checks and other other addilions deduclJons 1 ,3l4. 7.1 954.-11 Average monthly b.dancl!! 9,2.13.73 Bank card/Pes Accour,t InfotmafioF'! Tiller transactlons assistanc:e call!; transactions 0 0 0 PNC Bank MAC OIM., MAC A TM otber ATM A TM tran $action $: transactions tran~ctiolls 0 0 0 Number of days: Average collected fnten!!sf E:uned in interest perIod balance for APYE this period 29 9,243.73 1.82 7 Amount D@scripfion ~1 838~9 J Direc/ Deposit - Civil Se,v US Tre"ury 312 F 1171156 W CSF :n 474.00 Direct Depo:sit - Soc See US TI~C"U1Y 303 0891OG368A )~J 1.83 Interest P<l)'llIenl ~cks Date ReferenclI er AmOIJn1 paid number 4~9{) 03j19 0242~97] 0 H.Of) 03/13 027~G6430 3380 03/20 027270757 18.28 03/[9 024n4olOS p in check sequence Check number 1553 1554 1560 . Primary account number: 51-4017-3352 Page 1 of 2 Numbe, of enclosures: 7 'It For 24-hour customer service or currenl rales: Call l-B88-PNC-BANK /;S3 Write to: Customer Service PO Box 609 Pittsburgh PA 15230-9738 ~ Visit us al www~pncbank.com ~ 11 TOO term;nal: 1-800-531-1648 FOI hearing impaired chents onJy Elizabeth Langlon Veronica Thoinpson Please see Ihe Aclivily Oelail section for addilional information. As of 04109, a lolal of $7A6 in interest was earned Ihls year. A lolal of $1.83 in inlerest Was earned Ihls slalemenl period. There Were 3 Deposits and Olher Additions tolaling $1.314.74. Date Reference Amount paid number ]2.72 03/27 02758~H91 795.00 04/03 021815934 59.00 04/05 O~'181!)''l'2 There were 7 checks lisled lotaling $937 .70. ~. VAN KAMP~ No f.I4-V f S TM-~N-"f S 2800 PllSl Oak Boulevard /111 1713) 438-4000 Houston, Texas www.vankampen.com nasa June 21, 2002 YERDNICA R. THOMPSON lfi1 NOVEMBER DR APT 5 CAMP HILL P A 170Il Rcf.:::)nce: :)(lZgS969 Re:40 /61336785 Elizabeth V. Langton Dear Ms. Thompson: l.banLyou.-fQ~~~nt-~ {~ yoouister~$ Van Kampen account. Due t6 the natm" ufyuu.c ldlOl, irwas fOtwatdecrio mew.response. We appreciate YOu plvviding us wiffi t.Iie necessa.cy infonnatioa.tG-reiease the.nJlME:s oftIie Transfer on Death 6en~iaries. far tl:Us accouut. Thi'lllt"rnt7llf "- twQ primary bereficimles. EhubaLu ~aId and Elizabeth N8-wmeisrer. 1ft orde. to 1.,J~U1 this::account, we will need: · A!ligrortlve ~Jetter of instruction · AcPl'fifi('d copy of~ \kith ecrtificatefor.Elizabetb Langton It- A W~9 fonn fOr each beneficiary TIle 1etter (][instroctfllll mll.'It oontain a State.ncllL from eaclr ~~'"Y that there are no Jmewn.di3v~ 213 to the f"Vl:SUu{S) entttteafo.a.diStn"5utiOnuuderthe.nonprobate transfer orttre 'llllOunts to be distnouteato each. ~ lIDd 00. imewn ~stba.t would affect the distriOution as requested.. . Each b<-neflciary. will- need to bfwt her 3ignatwc gUlWlIltl::ed'; .A.si&nature guarantee is simply the Mmcss eyf a ~;~uat~ amtcan be per{Orme<f-tiy-a-GODlmerciaJ bank or trust Cvmpi1IlY; 11 savings analoan associatian,.a-cn=dit~a-member firm of a national securities exdiaf\gf>, an:gjste"(hecUfifu:t~~ or~g.agency, or a federal savings bank. It c-- hP.- ~- I~" ~by a notary public. VA N K AMP E N IN YES T lit 1M r SO Pfr-__ Hi'lS6 K.....eirr,MO tl4, ll".!56 -..r:._.l.u.opeu.<.'OI1r(8OOj3'tF29Tl TeJeph""", [)"yjce for-theDeaf(800H21-2811 ~rmatfon Statement July 31, 2002 Page 2 of 3 R........nted by; ~AL SEClJRIDES INe ATrnMUI'UAL FUND DEPT 2'15 GATEWAY RD W NAPA CA 94558-6277 Rep--N2me;- HOUSE RFJ> Ref> Number: 692HSE BABBAJtA ~MCDONALD. TODDID 712912002 SUBJECT TO VKIS TOD RULES 23 ~l rnr SOMERSn NI 08S?3-~5 Iff", r.. r.r.. 1:1. .,1, Jjll"IIl.I".II" JJ..JJ.JI.I ttM Thank YOll..for. ,.-r... t'''g Van V'2....pcn Ia,.estmeats.lfyou'd like t&-viewyour account I.. r_ no -1i0R oAI=~e, visif VBn 1(11 "\pcn..COJtl <lad sdcd Au..-c",. 'laurMutuaJ. Fund ACcounts. !'JE~~I PURCHASE sUrv,r-'ARY I "-tnt Numlter 00672076629 Jt ;: t fuRV ~ T"'ft."dh... f ~;:::= f $(1.00-- f Sho... Thi$ Ironsodion J SIto.e "fiat O?f:H12002- thgt /{ rraMfW 1'"...... 6T3mB3:. $0.0000 995 .003 Your New ~unt Featu....lnclude: · YG...............t Is'escl~ 1n tbe: followingll2l1le(s): BARBARA K MCDONAID TOO DID 7/2912002 SUBjECl' TO VKIS TOD RUlJ!S 23 FRAIEY DR SOMERSEr NJ 08873-1965 · YoarS9claJ Security Number is: 185-36-8761 Foe JC..w.jty '----', tlmrnumber wIItllOf appeu on mJ: fiiture ..... -... -<<: nrc.l~ us immediately jf a correaion Is needed. · Your d1vJdcud and ap.ltal s;aias "~..a....cloa$ him: been ...."hlim(od with the following information; DivirI.....d, md r~F~1 ~...JaE 1\iIl Be rc:iI.\lc.Jt"d. e 1'be Van Kampco l'\JftdTnf'n 24 finn.r- ."'..m..._f '''-.'OB.. 9fIlieu hlI9 8e"fl ~ to the above acrount. Yo.. may atUS6lhi&faelIifyby-ealling-HlOO-M7-2424. Total Shore. 99~ .003 1 '" VA. N K AMP E N INV~STMEHTS Conflrrr .'on Stotement July 31,2, _ Page 2 of 3 EO Dox:!11l256 J(;\nS<l~('jly.M064r2I_X2;l6 wwwvankampen.com (BOO) 341-2911 Telephone DevIce for the Deaf (800) 421-2833 ELIZABETH R NEU1Y1EISTER 316 HILL RD HE GINS PA 17938-9382 Represenred by: ESSEX NATIONAl SECURTI1ES INC A'ITN MUTUAl FUND DEPT 215 GATEWAYRD W NAPA CA 94558-6277 Rep Name: HOUSE REP Rep Number: 592HSE '",111",11,1""11,'"1,1,1,,,,11,1,,1,,,1,1,,,11,1111,,11,1 Thank you for selecting Van Kampen Investments. If you'd like to view your account information online, visit vankampen.com and select Access Your Mutual Fund ACcounts. Accounr Number 00672076630 Dollar AmovnJ of T ronsoe/ion T rcnsOdjon Shor., Thi. Transaction Totol Shore. 07/3112002 07/3 )12002 07/37/2002 lIsgf A lIsgl A lI.gf A Transl.r From 61336785 SharQ) Redeemed Income Diy CC$h so.oo S14,596.68 S117.43 so.oooo $14.6700 So. 0000 995.002 995.002 0.000 995.002 0.000 0.000 Your New Account Feature$ Include: · Your account is established in the folloWing n.me(s): EUZABETIi R NEUMEISTER 316 Hill RD HEGlNS PA 17938-9382 . Your Social Security Nunlber is: 101-30-9342 For security reasons, this number Will nOt appear on any future statement. Please notify us immectiately if a correa ion is needed. . Your dividend and capital gains distributions have been established with the follOWing information: Dividends and Capital Gains Will be reinvested. · The Van Kampen FundInfo 24 hour automated infonnation line option has been added to the above account. You may access this facility by calling 1-800-847-2424. ~i~f~' >d. '~_.n.. _____... _~u.. __ U"__~'h 01 CONFIRMATION OF REDEMPTION ELIZABETH R NEUMEISTER 316 HILL RD HEGINS PA 17938-9382 ESSEX NATIONAL SECURITIES INC ATTN MUTUAL FUND DEPT 215 GATEWAY RD W NAPA CA 94558-6277 592HSE HOUSE REP SHAJ~IA6wNE BEGINNING BALANCE 31 7/31 TRANSFER FROM 61336785 31 7/31 SHARES REDEEMED 31 7/31 INCOME DIV CASH 14.67 995.002 995.002 .00 995.00 .00 .00 14,596.68 117.43 DETACH THIS CONFIRMATION AND RETAIN FOR YOUR RECORDS BEFORE CASHING OR DEPOSITING CHECK. REDEMPTION CHECK 5-2 110 I US GOVERNMENT FUND - A PAYABLE AT STATE STREET BANK and TRUST COMPANY BOSTON,MA CHECK NUMBER l850976 ACCOUNT NUMBER 672076630 DEALER NUM8ER 2508 DATE OF CHECK 7/31/2002 DOLLARS CENTS *****14,714.11 Pay To The Order Of I I ~II~ 1I1~ Ill~ III~ Illl! 11111111 ; ELIZABETH R NEUMEISTER 316 HILL RD HEGINS PA 17938-9382 " ~/~~~O: ' ~ - " ,,-,~ , II' I.A<;.nq?hll' l~nl.l.nnnn;JAI: qttn~ 1:.1.<; [,11" PERSONAL PROPERTY RETAINED BY BARBARA MCDONALD Dinette Table and four chairs Small Chest of Drawers Recliner Chair little Tea Set (I-Pot, 6-saucer & cups) $ 100.00 50.00 50.00 50.00 Diamond Ring Gold chain Blue stone ring 300.00 100.00 100.00 Custom Jewlery (5 pieces) 100.00 Misc items - pictures, a frame, bedroom Slippers, 2 bath robes, etc 50.00 Estimated Value $ 900.00 CBaJ'<1#.... k )""Dih"U Barbara K. McDonald 8-6-2002 \'1 \1. VI - 00:..-/ r:v ~ <0 0, 0':--- 0) lO./'" TY - (po./;'tP .3 f,~ CJ)..J _10,9 f.fl>~- IOO'~ C~J~- II!D'~ ( ~(lt f!1;]'-'~ 30. ~ - - OJ.! t i )1 ~~,~ ,,'L..--- 3 liP 1-1 ~ )'Z~ I-{~ ?- 1'T?3t' (~ l) 'T 0 .- c,YJ.-YJ c.3 - . . ~ill Ftiperat Home, In(~ ", , ... 340 1 Market Street Camp Hill, PA 17011 (717) 737.8726 Robert J, Pramik, ED., SupelVisor f>'~' . ,. (~ CONTRACT STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED CASE t hII,.. .... only lor those lteme Ihld you IeIecl Dr that .... requIred. It we are requll'lld by law Dr by a _Ny or crematory · .. 8ny 118m, we will explain the r--. In WlltIng below. lIlIIlllemenls tor: <-j ,-. C;;,. "- / .." .,; " " ~ .....~ "-- Date 01 Arrangement , 20 Dete 01 Death: , 20 MERCHANDISE: Casket c" r . ,_ _ $ , ERVlCES, FACILmES, AUTOMOBilE, OTHER EQUIPMENT NO OTHER SEJMCES: ....1Dd~Prk:aUIll:.. _Ie ProI.eIonal ServIcee 01 F_ DIrector end Staff: $ IIIw Cwe of the Deceaeed: ~~ $ SenIlary Care of the Unembalmed Remains O_ng. Caekellng and Coemetology P<JSI Autopsy Cara/Poot Organ Donallon Reslooillon Cha/gB Relrlgeralloo Care and Custody WhUe Sheltertng Remains Other Care of the Oec:eased: Outer Burial Containers: Cremallon Urn: Cremation Container: Clothing as Sal8Cllld: Grave Marker: Acknowledgment Certfs 8S SeIec:Illd Memorial Register ,L . " ',_ Memorial FQiderslPrayer CaIda ComllInallon Shipping UnlVAir Trey o )._ ri,~~ OW . {",-.!,'\," J-.fJ,~ Total MtlfChandlse $ " CASH ADVANCES: Selaa Tax: $ Cametery: Death Ca<llllcatae (No.-'..- 0 $-X::cj . ;. Pennll OIspoo1tlon/BUflal Pennlt Medlc:al Examlner'e Charge Honorarkrn: MuslclanslVooaIIst AIr Dr OtherTl1lIlSIXlrt OUl 01 Town Funeral Homes: TOtal Care of IIlB Deceased lttwc:tIng of ServIcee end Use 01 FKllltlee: VIeItaUon Funeral Ceremony Memorial Ceremony Gr&YeSide SpeclaJ Hili. Charge $ $ Total Directlng 01 Se_ and U... 01 Facilities $ AutomotIve, Other equip., Other Servlces and Other Cbergee: Transfer of Remalne to Funeral Home $ HeerMICoec:h end Driver I..inoualneIOtI Pasoenger Vehicle end DrIver Sallllyllead Vehicle and Olfver FkM&r Van and Orlwt UtIlity Vehicle and Driver Cemetery lent end grave equipment Ad<IlIonaI Transpoflallon Charges: Newspaper No1loes: , TelBphonefTeleglllphlFax: Motor Escort: Total Cash Advances $) We ~ you lor our services In oIllalnIng: TOtal Auto, Other Eq\lipment end SaMces $ SUMMARY: Baalc ProIesslonel Services of Funetal DInlctor and StaB 0tIler Care ollila Oeceesed Dlrecllng SaMc:ee end U... 01 Faclllies AulomolIve, Other Equip. and Services and/or P8t'8Ol'laIIzed Sarvk:e Program Package Other SeMces To'" ServIce Chargee with ~I%ed__ Men:hancllse Cash Advanoes Totel Chargee (Credlta) to Account Payments (cash, check, or credK card) ( ( ( ( $ >:,., AndIor $ "--Ia.d SenrIcoI.Progrem Package (II complete description of the p,;cl<al1lllf1ar you . uIe<:Ied Is In the Genetsl PrIca u..t protrlde<1 you): $ 118r Senricn; lI1ladlate Burial $ 'J, '\ 'oct Cremallon WIthout a Service $ WIng Romaine lo Anclher Funeral Home $ '00 Remains from Another FWl8I3I Homa $ \ $ I vice Chargee wtth \ ..Ized Pacl<ages $ )." \ I i $ S '1.',' ....~ -:.. Balance d.. after cr.dlla 3. ~%<(. ~o AlDIA," ~ DIANE G. RADCLIFF, ESQUIRE Attorney at Law 3448 Trindle Road Camp Hill, Pennsylvania 17011 Phone: (717) 737-0100 Facsimile: (717) 975-0697 August 19, 2003 Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate ox E~izabeth V. Langton No. 21 02 0478 Enclosed for filing please find: DESCRIPTION OF ORIGINAL DOCUMENT Inheritance Tax Return and tax payment Check in amount of $15.00 for filing fee Addressed and Stamped Return Envelope I would appreciate it if you would file the enclosed Inheritance Tax Return. I am also enclosing herewith a check payable to the Register of Wills in the amount of $28.00 to cover the tax due and owing on this estate. Please return a clocked in copy of the Inheritance Tax Return together with the receipt for payment of the tax in the envelope provided. Very truly yours, \ D ,~( DGR/dr Enclosure cc: File T)V1SOd sn, 01 ~ ,I ,..- '" , N; <f} , u: .~ ~ 1J3'lS'rfl- ~ IIIII! 11111111 C:~C I!!B i!~ i ~r,)1 lilA, ~" Ic(: I_II' IJ '\ -._,i " 1- t~r) I~ I.. IJL. ~ ~ o LL. ~ ... - 3;0": -' ..":z (..)..Jo..: 10 .0::> c(~UJ--I ~"!=-'>- ..... >Cl(/) ,LLlZZ mZ-Z '-" c::O:::w 1<101-,,- Z l=~~ <( ..:....:! _ (Y)I 10 "- ~ ..: u ""~"""".',' li ~ i.'. Ie I I ,. I , b.:) C1 ::) ,') ::::: IiJ F-l CC (Y) c~ ~ rl ~:> ()I 0 ,) rr r- U v) ~-l [I] H ,-'I H :s: ">-1 ~LI ~ ~ E--< Ul III 0";>: ::..:) .~ 0 ^",::l "T' .... '~o~. (iI I'Ll U 1'-; H E--i n. UJ rJ} r-) H ~ c> H ('J'- U H (iI ,0; cr: cr: ,-1 ~] "" I~,...". U (iI ", CLl 0 '5' 5 U ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 REV-1 162 EX(1 1-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT RADCLIFF DIANE G ESQUIRE 3448 TRINDLE ROAD CAMP HILL, PA 17011 _n___n fold ESTATE INFORMATION: SSN: 089-10-6368 FILE NUMBER: 2102-0478 DECEDENT NAME: lANGTON ELIZABETH V DATE OF PAYMENT: 08/20/2003 POSTMARK DATE: 08/19/2003 COUNTY: CUMBERLAND DATE OF DEATH: 05/09/2002 NO. CD 002920 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $28.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: VERONICA THOMPSON C/O DIANE G RADCLIFF ESQUIRE CHECK# 2091 SEAL INITIALS: JA RECEIVED BY: REGISTER OF WILLS $28.00 DONNA M. OTTO DEPUTY REGISTER OF WillS ......11..J:.1I<<l.. *' n-vA- J REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 0478 NUMBER ALE NUMBER 2\ 02 COUNTY CODE YEAR SOCIAL SECURITY NUMBE~ COMl.fONWEAt TH Of PENNS\'L VANIA DEPARTMENT OF REVENue CEPT.280601 HARRISBURG, PA 171211-0601 ~ z ~ ~ i DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAl) ! LANGTON, ELIZABETH V. -DATE OF-DEATH (M~DD-YEARj THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 089-10-6368 I DATE. OF BIRTH (t.fvI--bD~YEAR) 05/0912002 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MiDDlE INITIAL) REGISTER Of WILLS SOCiAl SECURITY NUMBE~ w "~I" u " w l! 5f~ ~ -181 1. Original Retum 0 2. Supplemental Return o 4. Limited Estate 0 48. Future Interest Compromise (date of death after 12.12-82) o 6. Decedent Died Testate(Attach copy 0 7. Decedent Maintained a Living Trust(Attach d_ ~d~) : 0 9. Litigation Proceeds Received 0 10. Spousal Poverty Credit(dateofdeath between 0 11.Etection to tax under Sec. 9113(A) (Attach Sct1 0) ~ _ _ _ __ _ _ _ 12 -3_' --91 and' - , - 95) -LTiUSSeC.no.N M.UST Bic.OM.Pl.En;D. ,ALl.C.~RE8P()N.D~Cg ~ND CONFlD~NTIAlTAX INF.ORMA TION SHDOLDBE DIRECTED TO: NAt.JE COMPLETE MAILING ADDRESS Diane G. Radcliff o 3. Remainder Retum (date of death prior to 12-13..s2) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes ..~ ~~ 8~ FIRM NAME (II applicable) Diane G. Radcliff, Attorney at Law TELEPHONE NUMBER 717/737-0100 3448 Trindle Road Camp Hill, PA 17001 ~._-, --. ,..' E z S ~ a '" 1. Real Estate (ScI1edule 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 (ScI1edule E) 6. Jointly Owned Property (ScI1edule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (ScI1edule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (1) (2) (3) (4) (5) (6) (7) None None None N o ,. None 1,347.76 4,748.53 -0- G (8) 6,096.29 (9) (10) 4,463.50 1,402.37 10. Debts of Decedent, Mortgage liabilities, & liens (Schedule I) 11. Total Deductions (total lines 9 & 10) (11) (12) (13) (14) 5,865.87 230.4 2 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 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) 230.42 SEE tNSTRUCTlONS ON REVERSE SIDE FOR APPUCABLE RATES 15.Amount of line 14 taxable at the spousal tax rate, x .00 (15) or transfers under Sec. 9116(a)(1.2) z x .045 (16) 0 16.Amount of line 14 taxable at lineal rate ~ ~ (17) .. 17.Amount of line 14 taxable at sibling rate 230.42 x .12 '" 0 u ~ 18. Amount of Line 14 taxable at collateral rate x ,15 (18) 19. Tax Due (19) 28.00 28.00 20. 0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT -------_..~- -- -- - >> BE SURE TO ANSWER AlL QUESTIONS ON REVERSE SIDE AND RECHECK MATH << --------- ---- - ---,,--~ -- --~--~ - Copyright 2000 form software only The Lackner Group, Inc, Form REV-1500 EX (Rev. 6.00) Decedent's Complete Address: STREET ADDRESS 107 October Drive CITY Camp Hill STATE PA ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 28.00 Total Credits (A + 8 + C) (2) 0.00 3. InleresUPenally if applicable D. Interest E. Penally TotallnteresUPenally (D + E) 4. If Line 2 is greater than Line 1 + Line 3. enler the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE A. Enter the interest on the tax due. 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (3) 0.00 (4) (5) 28.00 (5A) (58) 28.00 Make Check 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~....................................m...... ~ I 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, 1 982, did decedenl transfer property within one year of death without receiving adequate consideration?..................... ......................................... .........n..... ................................... D o o ~ ~ ~ 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?................. .................................... ......... ... ...... .......... ...... ................. ....n. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penanies of perjury, 1 declare that 1 have examined this return, induding accompanying schedules and statemen1s. and to the best of my knowledge and belief. i! is !rue, correcI and complete. Dedaration 0 preparer other I_han the personal representative IS based on all information of whlCtl preparer has ~ny kn~~e: _ SIGNATURE OF PERSON RESPONSIBLE FOR FlUNG RETURN ADDRESS Veronica V. Thompson . . . v.~ ,...;~ . - RE OF PERSO~'B(OR FIL~G RETUR - RER OTHER THAtfREPRESENTA:Y-- - 102 November Drive Apartment 5 HCatIl!'ifill, PA 17011 DATE fhlDl 8~~/03 AOORESS I ADDRESS 3448 Trind!e Road Camp Hill, PA 17001 For dates of death on or after July 1,1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995. the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemota 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 stepparenl of the child is 0% [72 P.S. ~9116 (al (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal beneficiaries is 4.5%, except as noted in 72 P .5. ~9116 1.2) [72 P.S. ~9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent. whether by blood or adoption. *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY CO~NWEAL TH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LANGTON, ELIZABETH V. FILE NUMBER 21-02-0478 Include the proceeds of Ittigation and the date the proceeds were received by the estateAII property jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER I DESCRIPTION VALUE AT DATE OF DEATH Miscellaneous Personal Property to be billed separately as follows: Barbara McDonald (Niece) 23 Fraley Drive Somerset, NJ 08873-1965 $900.00 Elizabeth R. Neumeister (Niece) 316 Hill Road Hegins, PA 17938-9382 $380.00 Coins 109.00 Van Kampen Dividends 239.00 Cordier Antiques & Fine Art - Proceeds from sale of furniture 1,000.00 TOTAL (Also enter on Line 5, Recapitulation) 1,348.00 *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE F JOINTLY-OWNED PROPERTY LANGTON, ELIZABETH V. FILE NUMBER 21 - 02 - 0478 If an asset was made joint within one year of the decedent's date of death, it must be reported on schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A Veronica Thompson B James Kelly JOINTLY OWNED PROPERTY: ITEM NUMBER i LETTER FOR JOINT TENANT DATE MADE JOINT A 2 B 102 November Drive CampHilI,PA 17011 9 North Street Montrose, NY 10548 Sister Nephew DESCRIPTION OF PROPERTY 0/. OF DATE OF Incl~d~ n~me ':tf~nancial institution and bank .a?COuntnumber . DATE OF DEATH. DECO'S, VALUEO;TH 'or Similar Idenlifylng number. Attach deed for JOln~y-held real . VALUE OF ASSET 'INTEREST DECEDENT'S INTEREST estate. i! PNC Bank - checking account no.51-4017-3352 9,497.06 50% 4,748.53 U.S. Savings Bond: Date of Death Value: $2,000.00 % ofDec'ds interest .50 NEPHEW TO BE BILLED SEP ARA TEL Y TOTAL (Also enter on line 6, Recapitulation) 4,748.53 *' SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY COM~NWEALTH OF PENNSYLVANIA INHERITANCE T AA RETURN RESIDENT DECEDENT LANGTON, ELIZABETH V. FILE NUMBER 21 - 02 - 0478 ESTATE OF ITEM NUMBER ..This schedule must b" comple_ted and filed if the answer !<>, any of questl~ns 1 through 4 on .page 2 Is yes. DESCRIPTION OF PROPERTY 'DATE OF DEATH' % OF Indude the name of the transferee, their relationShip 10 decedent and the dais of transfer.;V E OF S T DECO'S EXCLUSION TAXABLE VALUE Allam a copy of the deed for real estate. : ALU AS E INTEREST (IF APPLICABLE) I , Van Kampen Investments $29,429.22 Account Number 40-61336785 Payable to the following beneficiaries equally on death: ! TO BE BILLED SEP ARA TEL Y AS FOLLOWS: Barbara K. McDonald (Niece) 23 Fraley Drive Somerset, NJ 08873-1965 $14,714.11 Elizabeth R. Neumeister (Niece) 316 Hill Road Hegins, PA 17938-9382 $14,714.11 TOTAL (Also enter on line 7, Recapitulation) . SOEDlI.E H FlN:RA.EXPENSES& AIJMNS1R.lQ1VE OOSTS COt.t.4ONWEALTH OFPENNSYLVANlA INHERITANCE TAX RETURN RESIDENT OECEDENT ESTATE OF LANGTON, ELIZABETH V. FILE NUMBER 2] -02-0478 Debts of decedent must be reported on Schedule I. ITEM NUMBER' -- A. : FUNERAL EXPENSES: Funeral Expense - Good Shephard Church DESCRIPTION AMOUNT 2 Neill Funeral Home - Funeral Bill B. : ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Represenlative(s): 2. Street Address City Slate Year( s) Commission paid Attorney's Fees Diane G. Radcliff, Esquire Zip 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent 4. Probate Fees State Zip 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. I Other Administrative Costs Filing Fee - Inheritance Tax Return and Inventory TOTAL (Also enteron line 9, Recapitulation) 100.00 3,588.50 750.00 25.00 4,463.50 '* COt.lf.t:lNWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LANGTON, ELIZABETH V. Include un reimbursed medical expenses. ITEM NUMBER I AT&T Final Bill 2 ComCast Cable - Final Bill 3 Rent - Camp Hill Apartments 4 Merckj-Medco - Prescriptions 5 Verizon - final bill 6 SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS DESCRIPTION Pennsyvlania Neuroology Associates - final bill FILE NUMBER 21-02-0478 TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 13.00 37.00 795.00 10.00 8.00 539.00 1,402.00 REV-1513 EX+ (1:00) '* SCHEDULE J BENEFICIARIES COMMQNVoIEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF LANGTON, ELIZABETH V. FILE NUMBER 21-02-0478 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do.Not UstIrustee(a) AMOUNT OR SHARE OF ESTATE I TAXABLE DISTRIBUTIONS (include outright spousal distributions) . Barbara McDonald 23 Fraley Drive Somerset, NJ 08873-1965 Niece 1/2 of residue 2 Elizabeth Neumeister 316 Hill Road Hegins, PA 17938 Niece 1/2ofresidue ; Enter dollar amounts for distributions shown above an 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET PreI):rium Plan Account~tatemellt I'NC nank ~~~l i 1! 7 ~ PNCBAN< y For the period 03/12/2002 t y ELIZABETH LANGTON VERONICA THOMPSON 107 OCTOBER DR APT 4 CAMP HILL PA 17011-5053 Prlmaly accollnt nllmber: 51-4017-3352 Page 1 01 2 Number of enclosures: 7 11' For 24-hour customer service or ClIrrent rates; Call l-BBB-PNC-BANK I;5:J Write (0: Customer Service PO Box 609 Pittsburgh PA 15230-973B C Visit us at www.pncbank.com = IIJ TOO term;nal; 1-800-531-1648 For hearing impaired clients only Premium Plan I Interest Checking Account Summary I l\ccount number: 51-4017-3352 Account Link ~ number: 0089106368 Balance Summary Beginning balance 9,136.73 rransaction Summary Checks paid! withdrawals Total ATM IransacHons Interest Summary Annual Percentage Yield Earned (APYE) 0.25% Ilctivity Detail Jeposits and Other Additions 7 Deposits and Checks and other other addiUons de"uclJons 1,3l4.7-I 954.41 Average monthly balance 9,2.13.73 Bank card/POS Account lnformatiofl Teller transactlons assistance calls transactions 0 0 0 Pf\lC Bank. MAC Other MAC A TM other ATM ATM transactions transactions transactions 0 0 0 Number of days Average collected Interest Earned in interest period balance for APVE thIs period 29 9,243.73 1.82 o late Amount Description IY01 838.91 Direct Deposit. Civil SCIV US Tre"m}' 312 F 1171156 W CSF I H/03 '174.00 Direcl Deposit - Soc Sec US Trc'SlllT 303 089106368A H/OO 1.83 Interest P<l}'mcnt I :hecks :heck Dale Referencl! umber Amount paid number 5'''9 4.00 03/10 02<12397]0 550 HOO 03/13 02'7366430 5!,Q 33.80 03/20 027270757 552 18.28 03/19 024:234465 Elizabeth Langton Veronica ThOinpson Please see the Activity Detail section for additional information. As of 04/09, a total of $7 AS in interest was earned this year. A total of $1.83 in interest was earned this statement period. There were 3 Deposits and Other Additions totaling $1.314.74. Gap in check sequence Check number 1553 1554 1560 * Date Reference Amount paid number ]2.72 03/27 027589491 795.00 04/03 021815934 59.00 04/05 024819872 There were 7 checks listed totaling $937.70. FOAM953R VAN KAMPEN: ~ IltV E S 1" M- ~H-'f S 2800 Post Oak _rd tit [713J 438.4000 Houston. Texas www.vankampen.com 77056 June 21, 2002 VIDWNlCA R. THOMPSON WlNOVEMBER DR APT 5 CAMPillLLPA 17011 -~~::00285969 Re:40 161336785 Elimbeth V. Langton Dear Ms. Thompson: Thank.-yw-fWcyow. ~ ean""t^'..aw- ~ yoorsistu'$ Van Kampen account. Due to the IIAtm\, ufyuw Idtto., itwasfoJwaNecfto me-fota-response. We appreciate 'UU jJluviding us willi tlie necessary informatioR~release tbe.names of the Transfer on DeatIi 6en~furies. for this aCCOUDt. Tlri~ "",_...nunf "= twa Jlrim8fy henefic:ia1 ie~. &. b.u... !I1fclb>a1d and Elizabeth NevlHlei9ter. l!I &14... to .~...lhi:s:llCalunt, we will need: . A ~igJ'''''"," gIllIlllAt~Jetter of instruction . A...Prfifif'rl copy oftIio gellth eertificate f9r.Elizabeth Langton ... A W 9 foon tor each beneficiary The !eUel:()[iilstr-oc:tiElIl mll.'lt oomain A ~u"dl fi"... eaclr.........~"Y that there are no Jmewn.dispute5 as to th" pg.~<i(b') entttteato.a.di$tnOutiOnunderthe.nonprobate transfer ortIre lIIIIOWlts to be distnoutelfto each {lef!'01l1Iftd JlO.~~sthat would affect the distriDutlon as requested.. - Each bPPt>ficiary will need to hIt"1e her .!i~" guarlUltc.ld: .A.si8nature guarantee is sHBply the witn~ lYf Q. ~~l5'...lw" amtcan be .perfOrmed".fjy.a-oommercial bank or trust """WI'=y, a: savings anaIoan ~lu:zWit~>a-member firm of a national securities excli,,,,&,\ a.registeI:eG se"Utiti=-~ or~g.agency, or a federal sa.vlngsbank. It e-J1At.1- ~'<:l"" .....J. by a notary public. VA N K AMP E N f'HVE~T.~Mrs BARB'U KMCDON.\ID- TODDID 7129/2002 SUBJECT TO VKIS TOD RULES. 23 FaAUl I rnr SE>MERSIIT NI tl8873c- 1965 Con,ffrmatlon Statement July 31, 2002 Page 2 of 3 Repre..nted by. ESSEX NA'lIDNAL SECURITIES INe ATI'NMUroAL FUND DEPT 2J5 GATEWAY RD W NAPA CA 94558-6277 Re!, Name. HOUSE REP Rep Number: 692HSE P:O:-Bmt-:2iti56 Kansas-Ory:-.<<> ct4ill.n~ www,...J....."eo.oom-(8OO)'"5'lrc~n Telephone Device for. Deaf ~42)-Z833. nr",r..r.r.. [,1.. .1.Jj""III,I",II",I,I" d,I,dl,l.J.I Thank you. for .....-......m.g VlIIl .......p_lavesm.eats. If,ou'd like-te-viewyour account I.. r..... ,tWIt onliae, visif"....rr,,"'pcn..COoil.....d..ck...l Au.~l!O'li 'YourMBtual Fund Accounts. NE~A/ PURCHASE SUry1rv'ARY Auount Numbe. 00672076629 it ;: t FuR f TransfW F""" 6T~ f~= f ~aJ.- Slum, I'fiCe Sha"", This I ImnSDdion h ToIol Shores t T. ~ns..d;v.. llffl"H2002- lIsgt /Ii SO.QQflQ 995.003 995 .003 Your New -'"ount Featu... Include. · y"'...............t ls'esrabllf"'d In the following oame(s): BARBARA K M(J)()NAID TOD DID 7/29/2002 SUBJECT TO VKIS roD RUlJ!S 23 FRAIEY DR SOMI!RSET NJ 08873-1965 . Yours,.clal Security Number is: 185-36-8761 Foe 5eu.Dity .~,.this"mnnber wm--not- appear on a:IlJ fiiIwI:...f. Is needed. , -- nrrify, us immediately If a correctioo 1 . Your dbideod and cap.ItaJ j;llins .U,.......otloas have hcc:n est:>hlWuorl with the following information; I)ivId_AI:! and r,,~ ".......J-5 wiD" Be .~.bt...~. l ~ . 1he v... K:Isnpeft pu...m.&. n - _........_._4 1Afn--"'- liRe 01'119& .....I;'''!' added to the above account. y.,.. may aoaes& 1hi&.faeIIky br~HIIlO-8t7-2421. VA. N K AMP E N INVESTMEWTS Confirm "on Statement July 31. 2, . Page 2 of 3 P.O. Do); ::!llllS6 Kam;(1S CiIY. MO 64121-X2;6 www.vankampen.com (800) 341-:2911 Telephone DeviCe for the Deaf (BOO) 421 ~2833 ELIZABETI-I R NEUMEISTER 316 HILL RD HEGINS PA 17938-9382 Represented by: ESSEX NATIONAl SECURlTIES INC AITN MUTUAl FUND DEPT 215GATEWAYRDW NAPA CA 94558-6277 Rep Name: HOUSE REP Rep Number: 592HSE I".III",II.I.."II,I"I,I,I""II,I"J,,,J,I.,,II,II,,,,II,I Thank you for selecting Van Kampen Investments. If you'd like to view your account information online, visit vankampen. com and select Access Your Mutual Fund Accounts. NEW PURCHASE SUMMARY Account Number 00672076630 Fund T ronsodion Do/Jor Amount Share Shares This of T ransocfjon Price Transaction 50.00 SO.OOOO 995.002 S14,596.68 S 14. 6700 995.002 S117.43 SO.OOOO 0.000 Total Shares 07/31/2002 07131/2002 07/31/2002 U.gf A U.gf A Usgf A Transfer From 61336785 Shores Redeemed Income Div Cash 995.002 0.000 0.000 Your New Account Features Include: . Your account is established in the folJovving n<ime(s): EUZABElli R NEUMEISTER 316 HILL RD HEGINS PA 17938-9382 . Your Sodal Security NUfllber is: 101-30-9342 For .securiry reasons, this number will not appear on any future statement. PJe.ase notify us immediately if a correction is needed. . Your dividend and capital gains distributions have been established with the foHawing information: Dividends and Capital Gains will be reinvested. . The Van Kampen Fundlnfo 24 hour automated infonnation line option has been added to the above account. You may access this facility by calling 1-800-847-2424. lUOl..o142Ho .not~.~1n.ll!o'l".COlnMOI.5H1l06n0166JO 2001 CONFIRMATION OF REDEMPTION ELIZABETH R NEUMEISTER 316 HILL RD HEGINS PA 17938-9382 ESSEX NATIONAL SECURITIES INC ATTN MUTUAL FUND DEPT 215 GATEWAY RD W NAPA CA 94558-6277 1",111",11,1",,11,1 "I,I,I""IlJ"I",I,I",II,II""II,' >ENT. OR SOC.SEC.NO. ON FILE 59 2HSE HOUSE REP CCOUNT NO. 672076630 NEUMEISTER .EASE REFER TO ABOVE ACCOUNT NUMBER IN ALL CORRESPONDENCE AND MAil TO: TRANSFER AGENT,P.D.BOX 256, KANSAS CITY,MO 64141 lNFIRM . TRAOE.OO~LAR AMOlJNT . . SHARE . SHARES THIS TOTAL . T F.TRAN ACTI . .'PRICE TRANSACTI N SHARE'S OWNEC '/31 '/31 '/31 BEGINNING BALANCE 7/31 TRANSFER FROM 61336785 7/31 SHARES REDEEMED 7/31 INCOME DIV CASH 14,596.68 117.43 14.67 995.002 995.002 .OOC 995.00. .OOC .OOC DETACH THIS CONFIRMATION AND RETAIN FOR YOUR RECORDS BEFORE CASHING OR DEPOSITING CHECK. "" REDEMPTION CHECK 5-2 TIO I US GOVERNMENT FUND - A PAYABLE AT STATE STREET BANK and TRUST COMPANY BOSTON.MA CHECK NUMBER 850976 ACCOUNT NUMBER 672076630 DEALER NUMBER 2508 DATE OF CHECK 7/31/2002 DOLLARS CENTS *****14,714.11 Pay To The Order Of ELIZABETH R NEUMEISTER 316 HILL RD HEGINS PA 17938-9382 I ~II~ IIIIIIII~ III~ I~~ 111III11 ~/~-~ UT EO S I DNA TURE II' 1.850Cj7bll' ':010100000281: CjCjO~ bl.5 1,11' PERSONAL PROPERTY RETAINED BY BARBARA MCDONALD Dinette Table and four chairs Small Chest of Drawers Recliner Chair Little Tea Set (I-Pot, 6-saucer & cups) $ 100.00 50.00 50.00 50.00 Diamond Ring Gold chain mue stone ring 300.00 100.00 100.00 Custom Jewlery (5 pieces) 100.00 Misc items - pictures, a frame, bedroom Slippers, 2 bath robes, etc 50.00 Estimated Value $ 900.00 Q3rJ<76"~ k "h1,D......,U Barbara K. McDonald 8-6-2002 - JJ'J .;./ I '-t!(- oo~ '-J 0,.'::'-- OJ c 0:-/ I Y --- (p 0, .::-: tP J t~0).J-10,9 f ..P~- /OO.~ (l~,,~~" /o,.~ I ~'C;'" T/1 ;'u~ 30. q:9.-- 1.1 t i)1.....v-vH~ u\--' 3 Il" 1-1 JL )1.~ H~ ? fr-" / 193 S/ I'" ~ c'J 1 6,O,j';>-& Ie 3 - - ~ill F~er.u Home, In'''''''' . . - ~ 340 1 Market Street Camp Hill, PA 17011 (717) 737-8726 Robert J. Pramik, RD., Supervisor CONTRACT STATEMENT OF FUNERAL GOODS AND SERVICES SELECTED CASE . Chi..... IN only lor _ 118m. IhIt you _ or Ibot IN required. II we are requiNd by law or by a cemeIefy or crematory ID ... any 118m, we will explain Iha reason In wrIlIng below. ~ements for: /,::; ,-. c:. '...... L,;" ~ ";'". "-- .... I. Date of Arrangement Date of Daath: MERCHANDISE: Casket: SERVICES, FACILITIES, AUTOMOBILE, OTHER EQUIPMENT lUID OTHER SERVICES: ltamlxad _ PrIce UoI: Ilalc -._ ServIce8 ""I F_ DIrector and Stall: :lII.- CWtt of Iha Daceued: EmtiUnIng SanIlary Care of the Unembalmed Remains Dressing, CoskeUng and Coemetology Pool Autopsy Care/Poet Organ Donation Restoration Charge RelrtgereUon Care and Custody WhUa Sheltering Remains Othar Care of the Deoeased: Total Care of the Deceesed _ngof_ond U.. of F"'lltlos: VI8IIaIfon Funeral Caremony Memorial Caremony GrovesIde ~ Hili. Cherge Total Directing of Servtces and Use of Facl1lt1os AulontolIve, 0Ihar equip., 01.... ServIces ond Other Chlrgoo: Transfer of Remains to Funeral Home HeaneICoech and Driver UmousinoIOIher Passenger Vehicle and Ortver SeleIyJLoad Vohlcle and Dr1ver Flower Van and Driver UtIU1y Vehicle and Driver Cemetery tent and greve equipment Ad<IlIonsI Transportation Chorges: Total Auto, Other Equipment and Servtces And/or ...........11xad ServIce.Program Package (e complete description of the package ftlat you " _'s In the GoneIlII Price US! prollfded you): $ 11or_: 1I1ledleteBurial "1cI CremeUon WiIhoula Service WIng Remolns kl AnoIher Funeral Home '09 Romains 110m Another Funeral Home \ vice Chergos with \ ..Ized Packages \ I i \ $ c h r ~ '---.- Outer Burial Containers: Cremetion Urn: Cremation Container: Clothing os Selected: Grave Marker: Acknowledgment Cards os SeIecled Memorial Register .: n '_" Memorial FoIdersIPrayer Cards CombInation Shipping UnlVAIr Troy 0-.). _ i'~:,~-- ~ . .' " ~ ..At," j'_IV. ~ ! ,. Total Merchandise CASH ADVANCES: Sales Tax: Cametery: Death Carllflcateo (No.-C-. $--'i!=J Ponnlt DlspoeItIonlBurfal Pennlt Medical Exemlne~s Chorge Honorerkm: MuslclanslVoceIIst Air or Other Tl'IlRSflOrt Out 01 Town Funeral Homes: N_ Noticos: " TelephonelTeiegraph/Fax: Motor Escort r.'" n $ Total Cash Advanc:OS We cherge you for our servtces In obtaining: .20 ,20 $' '" $ . .,'. $ $ .. ;.J.. $ , $ SUIlMARY: Beslc profosslonal Servtces of Funerel DIrecfor and Stall Other Care of the Dec:eased DIrecting Servtces and Use of Facll1Ies AutomotIve, Othar EquIp. end Servtces and/or PorsonsIlzed _ Program Packege Other Servtces To'" ~ Charges with _Ixad _goo Merchandise Cash Advanoes Total ChIrgoo (Credits) to Account: Poyments (cash, check, or crodK card) Bofa.- duo after credits $ $ $ $ $ .~I ,'"-j: ':. ( ( ( ( $ ,."... " " 3 5"~<(. -S"O ALOIA" . I . ....k.AA,(X),OT.gc,A...~Hl.IA,ID.1l.1N, KS. KY. MA. ME. MD. NI.WO,MS. ND. NE. Mi, MJ,NM,NY,CM.OK.PA.PR.Rl.9C,SD.1N,.VA.WA. Wl.WY.WYl Page,' $ $ J, ., $ $ $ $ $ J, /, c p /"/-byJ \- BUREAU Of INOIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 7,80601 H~RRIS~RG, PA 17128-0601 - COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE Of INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE Of DEDUCTIONS AND ASSESSHENT Of TAX REV-lS47 EXAFP (Ol-U) DIANE G RADCLIFF 3448 TRINDLE RD CAMP HILL ATTY DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 09-29-2003 LANGTON 05-09-2002 21 02-0478 CUMBERLAND 101 ELIZABETH V PA 170Ql 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=is47-ix--AFP--foFii3Y-NOYici--OF-YNHiifiTAN-Cn'iiic-ifpjiRXisi~fENT~--AL.iOWA~jCE-[fR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF LANGTON ELIZABETH V FILE NO. 21 02-0478 ACN 101 DATE 09-29-2003 TAX RETURN WAS: I ) ACCEPTED AS fILED I X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Re.l Estate (Schedule A) 2. stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Hortgages/Notes Receivable (Schedule OJ 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. ~ointly Owned Property (Schedule f) 7. Transfers (Schedule G) 8. Total Assets Il) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 1.347.76 4.748.53 .00 (8) NOTE: To insure proper credit to your account~ submit the upper portion of this for.. with your tax paYllent. 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/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax 6,096.29 (9) IlO) 4,463.50 1.402.37 I1lJ (12) (13) (14) ~.86~ 87 230.42 .00 230.42 NOTE: I~ an assessment was issued previoUSly, lines re~lect ~igures that include the total o~ ALL 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 ret. (18) 19. Principal Tax Due TAX CREDITS. 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = .00 X 045 = 230.42 X 12 = .00 X 15 = (19)= .00 .00 28.00 .00 28.00 . 'J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID 1-) 08-19-2003 CD002920 .00 28.00 TOTAL TAX CREDIT 28.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .73 TOTAL DUE .73 . If PAID AfTER DATE INDICATED, SEE REVERSE fOR CALCULATION Of ADDITIONAL INTEREST. I If TDTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. If TOTAL DUE IS REfLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REfUND. SEE REVERSE SIDE Of THIS fORH fOR INSTRUCTIONS.) jJ'" "... - REV-1470EX (8-Ba) '. . INHERITANCE TAX . EXPLANATION COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT_ 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER Elizabeth V Langton 2102-0478 REVIEWED BY Deborah Washington ACN 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES F&G Forwarded to be billed separately ROW Page 1 /'/-6Y-~3 . BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 2806Dl HARRISBURG7 PA 17126-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOHANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV.1548 EX AFP (Ol~U) JAMES KELLY 9 NORTH STREET MONTROSE NY 10548 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSNI'DC ACN 10-13-2003 LANGTON 05-09-2002 21 02-0478 CUMBERLAND 089-10-6368 03003065 Allount Rellitted ELIZABETH V 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 ..... RE-v=is4-i-EiC-AFP--foi-=031------------------------------______________________________________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-13-2003 ESTATE OF LANGTON ELIZABETH V DATE OF DEATH 05-09-2002 COUNTY CUMBERLAND FILE NO. 21 02-0478 TAX RETURN WAS: S.S/D.C. NO. 089-10-6368 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 03003065 FINANCIAL INSTITUTION: ESTATE ATTORNEY ACCOUNT NO. l-U.S.SAV-BOND TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE 05-09-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 2,000.00 0.500 1,000.00 .00 1,000.00 .15 150.00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 10-21-2003 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 150.00 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 5.22 TOTAL DUE 155.22 · IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I -- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSHENT OF TAX ON JOINTL~ HELD OR TRUST ASSETS REV~154B EX 'FP (01-05) BARBARA 23 FRALEY SOMERSET K MCDONALD DRIVE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-13-2003 LANGTON 05-09-2002 21 02-0478 CUMBERLAND 089-10-6368 03003066 Allount Rellitted ElIZABETH V NJ 08873-1965 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 ~ RE-v=is4-a-Ex--AFP--fol-=o3,--------------------------__________________________________________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-13-2003 ESTATE OF LANGTON ELIZABETH V DATE OF DEATH 05-09-2002 COUNTY CUMBERLAND FILE NO. 21 02-0478 TAX RETURN WAS: S.S/D.C. NO. 089-10-6368 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 03003066 FINANCIAL INSTITUTION: VAN KAMPEN INVESTMENTS ACCOUNT NO. 40-61336785 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS ( ) CHECKING (Xl TRUST ( ) TIME CERTIFICATE 05-09-2002 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x 29,429.22 0.500 14,714.61 .00 14,714.61 .15 2,207.19 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 10-21-2003 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,207.19 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 76.81 TOTAL DUE 2,284.00 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. ) ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOHANCE OR DISALLOHANCE OF DEDUCTION~, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548EXAFPCOI_O!l ELIZABETH R NEUMEISTER 316 HILL ROAD HEGINS PA 17938-9382 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 10-13-2003 LANGTON 05-09-2002 21 02-0478 CUMBERLAND 089-10-6368 03003067 Allaunt Remitted ELIZABETH V 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 ~ REii:i54ii-EX--AFP--foi~D3)--------------------------__________________________________________________________ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 10-13-2003 ESTATE OF LANGTON ELIZABETH V DATE OF DEATH 05-09-2002 COUNTY CUMBERLAND FILE NO. 21 02-0478 TAX RETURN WAS: S.S/D.C. NO. 089-10-6368 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 03003067 FINANCIAL INSTITUTION: VAN KAMPEN INVESTMENTS ACCOUNT NO. 40-61336785 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS ( ) CHECKING (lO TRUST ( ) TIME CERTIFICATE 05-09-2002 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 29,429.22 0.500 14,714.61 .00 14,714.61 .15 2,207.19 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 10-21-2003 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 2,207.19 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 76.81 TOTAL DUE 2,284.00 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT 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. ) . Bar bar a K. M cOo n a I d 23 Fraley Drive Somerset, N.J. 08873 - 1965 Phone: (732) 418 -1178 U/L Fax: (732) 247 - 5951 Email: Hamcd@Worldnet.att.net October 18,2003 Register of Wills Cumberland Co Court House Carlisle, Pa. 17013 Re: File No. 2102-0478 SSN/DC 089-10-6368 CAN 03003066 Enclosed herewith is check number 2372 in the amount of $2,284.00 which is the full amount on the above referenced notice dated 10/13/2003. This is the first notice of tax due received in this matter and it is my intention to file a notice of objection to interest and penalty charge of $76.81 with the Board of Appeals and seek its repayment to me. Thank you, tBo.:L /<, ML D ~ Barbara K. McDonald cc: file --.. ~ k. /UcDouA-uD _ 'DL~U[::: ~3 Ft2.A~1-.{ {)gf/t3-I~t?5 ~eJ(.Sbt- IJ 1 ,~ - -.. "'-~.- - ~mlu 9?oJ 17013 I ;-Wt~6 1'70/3 I' II II 'j, 11.1).Jol..I,i..U..,1 J I.L~."." /} ~ .:.'!. .''',1.' ..... . I.. . u.s. pnSTfiGr PHIC SOMtl~SE T . NJ U~l:': (,~ OCT i8.' 03 HMOUNT $2.67 ~ OOQ25J30-0t BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTION~, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS BARBARA 23 FRALEY SOMERSET DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN K MCDONALD DRIVE NJ 08873-1965 10-13-2003 LANSTON 05-09-2002 21 02-0478 CUMBERLAND 089-10-6368 03003066 Allount Rellitted . *' REV-I5"48 fXAFP UI-05l ELIZABETH V MAKE CHECK PAYABLE AND REMIT PAYMENT TO: RESISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 --- ~IOLI Vd '31SI1~VJ 3SnOH l~nOJ OJ aNV1~3&WnJ SllIM ~O ~31S193~ :01 1N3WAVd 1IW3~ aNY 31SVAVd ~03HO 3~VW NOV oa/NSS A1Nnoo H3swnN 311:1 H1V3a :10 uva :10 UVlS3 uva ZB~6-B~6L I Vd SNI93H avo~ llIH 9I~ ~31S13wn3N ~ H13&VZI13 n H13&VZIl3 pe:n. 'J1I8H :t-unollY L90~00~0 B9~9-0I-6BO aNV1~3&WnJ BL'.>O-ZO IZ ZOOZ-60-50 N019NVl ~ooz-n-OI (S'D-Ul d"W Xi '~Sl-HlI '* t Sl3SSY IsnBI BO 013H X1lNIor NO XYI dO IN3HSS3SSY ONY '~NOIIJn030 dO 3JNYM011YSIO BO 3JNYM011Y IN3H3SIYBddY XYI 3JNYlIB3HNI dO 3JIlON I090-9ZILI Wd 'SHn9SIHHYH 109092 . .ld3a NOISIAIO XVI 3JNYIIH3HNI S3XVi lVnOInIONI dO nV3BnS 3nN3n3H :10 1N3W1HVd3a VINVn1ASNN3d :10 H11V3MNOWWOO E. R. Neumeister 316 Hm Rd. Hegins. PA 17938-9382 , -''';;;0r:,:~:?);, i:t i- /: cQ \ _ ad _L\-1 ~ , 1. f' y~ c>j, \\1 -<.e(;v \: '. ( o ~/V>LW % C~ f(.~ ~l I), () .~ ('--.... /cV~ I )./Y'- .--,.,~-,,",,",'-- l\' /'7 0 13 .j, "?e:,.i .:~.i":~.:::::.:2.:-.:: iH' ii\", in, "'" ii" iI.!, \i,. ,ii" ,\ ,\, ,i \, i, i" i ,i .,\ ,i, ,I 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 MCDONALD BARBARA K 23 FRALEY DRIVE SOMERSET, NJ 08873-1965 _nn_n lold ESTATE INFORMATION: SSN: 089~ 1 O~6368 FILE NUMBER: 2102-0478 DECEDENT NAME: lANGTON ELIZABETH V DATE OF PAYMENT: 10/20/2003 POSTMARK DATE: 10/18/2003 COUNTY: CUMBERLAND DATE OF DEATH: 05/09/2002 NO. CD 003145 ACN ASSESSMENT CONTROL NUMBER AMOUNT 03303066 I $2,284.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: BARBARA K MCDONALD CHECK# 2372 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS - $2,284.00 DONNA M. OTTO DEPUTY REGISTER OF WillS COMMONWEALTH OF PENNSYLVANIA DFPARTMENT OF REVENUE - B:':AEAU OF INDIVIDUAL TAXES PEPT.280~1 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NEUMEISTER ELIZABETH R 316 Hill ROAD HEGINS, PA 17938 -------- fold ESTATE INFORMATION: SSN: 089-10-6368 FILE NUMBER: 2102-0478 DECEDENT NAME: lANGTON ELIZABETH V DATE OF PAYMENT: 10/20/2003 POSTMARK DATE: 10/18/2003 COUNTY: CUMBERLAND DATE OF DEATH: 05/09/2002 NO. CD 003149 ACN ASSESSMENT CONTROL NUMBER AMOUNT 03003067 I $2,284.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: ELIZABETH R NEUMEISTER CHECK# 1131 SEAL INITIALS: DO RECEIVED BY: REGISTER OF WILLS - $2,284.00 DONNA M. OTTO DEPUTY REGISTER OF WillS COMMONWEALTH OF PENNSYLVANIA D~PARTMENT OF REVENUE BI';:-iEAU OF INDIVIDUAL TAXES j)EPT,280i!bl HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11-96) NO. CD 003144 NEUMEISTER ELIZABETH R 316 HILL ROAD HEGINS, PA 17938 ---told ESTATE INFORMATION: SSN: 089-10-6368 FILE NUMBER: 2102-0478 DECEDENT NAME: LANGTON ELIZABETH V DATE OF PAYMENT: 10/20/2003 POSTMARK DATE: 10/18/2003 COUNTY: CUMBERLAND DATE OF DEATH: 05/09/2002 REMARKS: ELIZABETH R NEUMEISTER CHECK# 1131 SEAL DO CEIVED BY: AMOUNT $22.84 $22.84 DONNA M. OTTO DEPUTY REGISTER OF WILLS GISTER OF WILLS r- U.S. Postal Se ice ' CERTIFIEIl>,' IL ECEIPT' , (Domestic Malian 0 Iftsu nee Coverage Provided) , I 1- '" ~ L__ ~..._ ru ..J] '" U) \I~e ~~cHtil".d .','e ...D Peturn ReCc'lfJl i'",e c:J (Endo,.~,erT1enl 1\'."II",,,,d) CJ CJ Poslmark Here Total Postage & Fees S ~c Restr:cted (Endot""rT181'1 CJ r"l U) nJ Sent T~) r"l s}fERn, NN ICA THOMPSON.. .(O~~4'1B'\ ,reet pt 0 Y CJ m PO"" No 1 0 2 NOVEMBER DR CJ l'- 1'C,iY'S,.;;"Z!iO; 1 . CAMPi:nU~m'PA"nOTT ~:Io."'''.''''_.'II'_'''''''O::'A._...'ln_ UNITED STATES POSTAL SERVICE 11III1 First-Class Mail Postage & Fees Paid USPS Permit No. G-1Q . Sender: Please print your name, address, and ZIP+4 in this box. REGISTER OF WILLS CUMBERLAND COUNTY 1 COURTHOUSE SQUARE CARLISLE FA 17013 ll." ~ 0'2. Wo, o l'IIIIIIlIIIIIIlIlIIlIIIIIIlJllllllll,llllllllltIIIL.11I1I1I1 r- ,If G OK STATUS REPORT UNDER RULE 6.12 NAME OF DECEDENT: ELIZABETH V. LANGTON DATE OF DEATH: MAY 9, 2002 WILL NO.: 21-2002-478 ADMIN. NO. Pursuant to Rule 6..12 of the Supreme Court Orphans' Court Rules, 1 report the following with respect to completion of the administration of the above-captioned estate: I. State whether administration of the estate is complete: Yes X 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. I is Yes, state the following: a. Did the personal representative file a final account with the court? Yes No x 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 x No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: November 5. 2003 I D DCLIFF. ESOUIRE Name (please type or print) 3448 Trindle Road. CamD Hill. PAl 7011 Address (717) 737-0100 Telephone number Capacity: _ Personal Representative ~ Counsel for personal representative /7-6-;/3 \. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG1 PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' IlEV-1601EXAFPtDI_05l ELIZABETH R NEUMEISTER 316 HILL ROAD HEGINS PA 17938-9382 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-27-2003 LANGTON 05-09-2002 21 02-0478 CUMBERLAND 03003067 ELIZABETH V 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~ submit the upper portion of this for.. with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiE-lj=i6oTEx--AFP--fiiFo:3Y------....--INiiERi'i:ANc"E--fiiiniTAyE~iE-N.nrF-AC-Coui,rf--..-..--------------------- ESTATE OF LANGTON ELIZABETH V FILE NO.21 02-0478 ACN 03003067 DATE 10-27-2003 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELDW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-13-2003 PRINCIPAL TAX DUE:~ 2,207.19 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-18-2003 CD003149 75.90- 2,284.00 TOTAL TAX CREDIT 2,208.10 BALANCE OF TAX DUE .91CR INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .91CR SIDE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION OEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* IEV~li07 EX AFP 101-OS) BARBARA 23 FRALEY SOMERSET K MCDONALD DRIVE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-10-2003 LANGTON 05-09-2002 21 02-0478 CUMBERLAND 03003066 ELIZABETH V NJ 08873-1965 Amount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: NOTE: To insure proper credit to your account~ subllit the upper portion of this forI! with your tax paYllent. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ Rifv=i 6ij'j-Ex--AFP--foY=o3y-n---ii;...--iNifERI'1'ANcE--TAx--sTAYEHE-liT-ifF"-AC-Coui.i'f--..ilii---------n----- ___ n THIS STATEHENT 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. ESTATE OF LANGTON ELIZABETH V FILE NO.21 02-0478 ACN 03003066 DATE 11-10-2003 DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT, 10-13-2003 PRINCIPAL TAX DUE,.. 2,207.19 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 10-18-2003 CD003145 75.90- 2,284.00 TOTAL TAX CREDIT 2,208.10 BALANCE OF TAX DUE .91CR INTEREST AND PEN. .00 . IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .91CR 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'" (CRJ.. YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ] /"'/-6,,/<3 "- BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-IUl EXAFI' UI-02l ELIZABETH 316 HILL RD HEGINS NEUMEISTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-12-2002 LANGTON 05-09-2002 21 02-0478 CUMBERLAND 02133107 ELIZABETH V PA 17938 Allaunt Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i61WEiCAF;.--coFiizY------ii;..--fNifERI1:ANCE--TAX--STA-iEME-NT-oTAC-coiii.fr--..ii--------n------n--- ESTATE OF LANGTON ELIZABETH V FILE NO.21 02-0478 ACN 02133107 DATE 11-12-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-07-2002 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-13-2002 CDOO1518 .00 357.83 10-15-2002 CDOO1732 .00 18.83 TOTAL TAX CREDIT 376.66 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. I IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRJ, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. J -... /'/-65/-0 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT *' REV-!i07ElrAFP UI-02) ELIZABETH 316 HILL RD HEGINS NEUMEISTER DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 11-12-2002 LANGTON 05-09-2002 21 02-0478 CUMBERLAND 02133109 ELIZABETH V PA 17938 Allount Remitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: NOTE: To insure proper credit to your account} submit the upper portion of this form with your tax payment. REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ iiEV: i6oTEx--AFP--iiiFii2y-----j(io..--iNHERii:ANci:--fAiCsTAYE~iE-Nf-O-F-Aifciiui.fi--....---------------- __m ESTATE OF LANGTON ELIZABETH V FILE NO.21 02-0478 ACN 02133109 DATE 11-12-2002 THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-07-2002 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-13-2002 CDOO1517 .00 761. 38 10-15-2002 CDOO1733 .00 40.06 TOTAL TAX CREDIT 801. 44 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. I IF TOTAL DUE IS LESS TWAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) ,. ,-, ~:,\'":r' BUREAU OF INDIVIDUAL TAXE$'C. ;:,!: c-J~'; INHERITANCE TAX DIVISION " PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA (<DEPARTMENT OF REVENUE \ ' INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-1607 EX AFP (03-05) DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 06-28-2006 LANGTON 05-09-2002 21 02-0478 CUMBERLAND 101 AlIOunt R_l tted ELIZABETH V DIANE G RADCLIFF~ATTY 3448 TRINDLE RD CAMP HILL PA 17001 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, su~it 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 KKK ESTATE OF LANGTON ELIZABETH V FILE NO.21 02-0478 ACN 101 DATE 06-28-2006 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: 09-29-2003 PRINCIPAL TAX DUE: 28.00 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 08-19-2003 CD002920 .00 28.00 06-27-2006 WRITEOFF .00 .73 TOTAL TAX CREDIT 28.00 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 HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) I