HomeMy WebLinkAbout02-0517
Estate of . E/(""'II'"
also known as
PETITION FOR PRODA TE and GRANT OF LETTERS
N. DeiberT
No.
To:
Register of Wills for thl
County of C.."" bqr .", rl in the
Commonwealth of Pennsylvania
Deceased.
Social Security No. 20 J- J{~-'f'l1 ,
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut
in the last will of the above decedent, dated
and codicil(s) dated
named
, 19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in / " County, Pennsylvania, with
::,r princi&alrt'lI~e",a~.I 1~;d't~'"MH ,A{I+-/O
(list street, 'number and muncipality)
yea ~ r age, died 1'1"'7 ~R' ,19 ;l 0 0 ~
.Except as f lows, decedent id not marry, was not divorced and did not have a child born or adopted
after execution of th will offered for probate; was not the victim of a killing and was never adjudicated
incompetent:
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 Pe.IJ11wlvania
situated as follows: ~~
050,ooe;,
.
$
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of lelters
theron.
(testamentary; administration c.t.a.; administration d.h.n.c.l.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA I ss
COUNTY OF CUMBERLAND j
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 we and truly administer the estate according to law.
Sworn to or
before me this
MAY
affir2'9't'h and
2002
subscribed {
day of
W'X~
Register
MARY CLEWIS
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No. -0'2.-
Estate of
ELEANIDR M DEIBERT
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MAY 29, 2002 19_, 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 3 17 - 199 ,
described therein be admitted to probate and filed of record as the last will of RT.RANOR M DEIBERT
and Letters
are hereby granted to
TESTAMENI'ARY
LESLIE E DEIBERT AND GINGER M PCHINOW
MARY C LEWI~egister of Wills
FEES
Filed
$
$
$
$
TOTAL _ $
5-29-2002
375.00
Probate, Letters, Etc_ - - . . . . . . .
Short Certificates( ) - - - . . . . . - -
~~_e~,t:_a._J;>"'W~q
jcp
in nn
3.00
5.00
413 . 00
ATTORNEY (Sup. Ct. LD. No.)
ADDRESS
call exec on 5-29-02
PHONE
...................................
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REGISTER OF WILLS OF
OATH OF SUB RIBING
COUNTY
ITNESS
(each) a subs ibing witness t
law, depose(s) a say(s) that
ualified according to
present and saw
the testat ,sig the same an
request of testat_ i h pres ce and (in th
other subscribing witness(es .
signed as witness at the
other) (in the p sence of the
Sworn to or affirmed and subs
me this
Register
(Name)
(Address)
REGISTER OF WILLS OF tLcr"-I"", ic ,...,;\ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
"'2..1-02-.51'
l,,',,:>-Jb6.R lI\ ()n-l~\\Jcu.) 1J..P..'i'ft~ {:. .7)P')m- t
(each) a subscriber hereto, (each) being dul! qualified according to law, depose(s) and say(s) that
THEY ARE familiar with the signature of ElEP!NOR M BEIBERT
codicil
will
testat ORS of (one of the subscribing witnesses to) the
that
THEY
presented herewith and
codicil
believes the signature on the will is in the handwriting of
to the best of THEIR
ELEANOR MGDEIBERT
knowledge and belief.
MARy CLEWIS
Register
G~^-,":' ~
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(Name)
\r\R(~ pA
U f'mJS)
(Name)
('1fChcul/'c.s<J,,,,r7 I fot.I70o)~
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(Address)
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Sworn to or affirmed and subscribed before
me this 29th day of
MAY 2002 19_
.
--- .
-
LAST WILl, AND TESTAMENT OF ELEANOR M. DEIBERT
I, ELEANOR M. DEIBERT, of Hampden Township, County of
Cumberland and State of Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make,
publish and declare this my Last Will and Testament.
1.
I direct the payment of all my just debts and funeral
expenses as soon as the same can conveniently be done.
2.
All the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, I give, devise and
bequeath unto my husband, HOWARD L. DEIBERT, absolutely and
in fee simple.
3.
In the event my husband should predecease me or die
within thirty (30) days from the date of my death, I give,
devise and bequeath my entire estate TO my childLen, LeSLJ.S
E. DEIBERT and GINGER PCHINOW, in equal shares. per stirpes.
4.
Lastly, I nominate, constitute and appoint my son,
LESLIE E. DEIBERT, and my dallghter, GINGER PCHINOW, to be the
Co-Executors of this my Last Wi-,-l and Testament.
- 1 -
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IN WITNESS WHEREOF, I have hereunto set my hand and seal
this day
Ill-c..._ L--C {_
of ':'''mrE!;- HI9"~
17./'flj
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Eleanor
,
J J I .. ..6.~JZ <--'-' >::t
M. Deibert
Signed, sealed, published and declared by the above
named ELEANOR M. DEIBERT as and for her Last will and
Testament, in the presence of us who have subscribed our
names hereto as witnesses, at her request, in her presence
and in the presence of each other.
/:?~() [:, 02J~~
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CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: -f:l f> ct. cjr M. D \'1 be..cl
Date of Death: 5 - 1..l? - 0 1..
Will No. 'd..OO J-.' 00511
Admin. No.
P^
~1~O 1-,,:o,n 7
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of tbe Orphans' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on liu.ru ,'f dt"lI loc"] :
I
Name
Address
kslip E D eila..e.J
Sou O",riq ~ "cui ; Mr:>cl Co., ,(,r-j""7;l~ flO<j-r
Ipli J.eW1ar J\ve J 1j"',....,'r!HtrrlA. llflD..
&LVlcJ'f'r \\{, Pc.h I "',;"'"
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Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Iv/A
Date: ~iU be, L
100?
I
Signature ~ 'i~
Name l."s Ilf E, De,'luLr
.
Address nO 0
Dot,rlc'\
RJ
14ec~C(,V\,'c,h"ry I (JA- 17005/
Telephone (J/1J 110 -qt"JJ .~-7rn-~()'f{
Capacity: ~rsonal Representative
_Counsel for personal representative
RE\I.1~EX.l6-DO)
COMMONWEALTH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
REV -1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
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DECEDENfS NAME (LAST. FIRST, AND MIDDLE INITiAl)
DEIBERT, ELEANOR M.
OATE OF DEATH (MM-DD-Year)
DATE OF BIRTH (MM-DD-Year)
[K] 1. Original Return
o 4. Limited Estate
00 6. Decedent Died Testate (Atta:hcopyofWJ1)
o 9. litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date cl dealh after 12-12-82)
D 7. Decedent Maintained a Living Trust (Attach copy ofTrus1)
D 10. Spousal Poverty Credit (dale ot dealh belween 12-31.91 Md 1-1-9S}
OFFICIAl USE ONLY
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OS/28/2002
04/13/1918
/7-(0(0 - fL_
FILE NUMBER
~--2."",-12 a-.a.. '~RL1..
SOCIAL SECURITY NUMBER
2 0 1 - 1 6 - 4 986
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
o 3. Remainder Retum (diKeofdeathpriorIll12-13-82)
o 5. Federal Estate Tax Return Required
_ 8. Total Number of Safe Deposit Boxes
o ". Election to lax under Sec. 9113(A) IAttoo' "" 0)
; THISSECfIPNMUSrBEC()I\lPlLaEDl!Alli~~()RRESP()NDENC:EA~mt:n ,.liIblijllAIlWT11C\1I1J:tliilltiJ1ttllfl,SW;)Il'.
NAME COMPLETE MAILING ADDRESS
JONATHAN M. CRIST, ESQ. PO. BOX 825
FIRM NAME III ApplicatJe)
LATSHA, DAVIS & YOHE, P.C.
TELEPHONE NUMBER
717 761-1880 HARRISBURG
X _(15)
506,676.44 X ~(16)
X .12 (17)
X .15 (18)
(19)
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INlTIAL)
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It:
,. Real Eslate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule 0)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
o Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
(1)
(2)
(3)
(4)
(5)
(6)
(7)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10. Debts of Decedent Mortgage Liabilities, & liens (Schedule I)
11. Total Deductions (total lines 9 & 10)
12. Net Value of Estate (line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election 10 tax has not been
made (Schedule J)
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus line 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amount of Line 14 taxable allhe spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
16. Amount of line 14 taxable at lineal rate
17. Amount of Line 14 taxable at sibling rate
18. Amount of line 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
PA 17108-0825
~OFFICIAl USE ONLY
22,600.35
26'182.95l
17,000.00 .'
~
(8)
516,995.21
9,825.93
492.84
(11)
(12)
(13)
10,318.77
506,676.44
(14)
506,676.44
22,800.44
22,800.44
BE SURE TO'ANSWER'ALI5'QUESTIONS'ON,REVERSE'Sll)gAND;RECHEeKMATHA~
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d' f C
Add
ece en s omplete ress:
STREETADORESS 207 CONODOQUINET AVE, APT 10
CITY CAMP HILL I STATE PA I 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)
22,800.44
1.140.02
Total Credits (A + B +C)
(2)
1,140.02
3.
InteresUPenalty if applicable
O.lnterest
E. Penalty
5.
TotallnleresUPenalty (D + E)
If Line 2 is greater than Line 1 + Line 3, enterthe difference. This is the OVERPAYMENT.
Check box on Pagel Line 20 to request a refund (4)
If Line 1 + Line 3 is greater than Line 2, enter Ihe difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
(3)
4.
0.00
21,660.42
21,660.42
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN .X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Ves No
a. retain the use or income of the property transferred; ........................................................................... 0 [K]
b. retain the right to designate who shall use the property transferred or its income; ........................................ 0 [K]
c. retain a reversionary interest; or ...................................................................................................... D lZl
d. receive the promise for i1fe of either payments, benefits or care? ............................................................. 0 [K]
2. If death occurred after December 12,1982, did decedent transfer property within one year of death
without receiving adequate consideration?........ ....... ..................................................... ........ .................. [K] 0
3. Did decedent own an 'in trust for" or payable upon death bank account or security at his or her death? ................. 0 [K]
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ....................................................................................................... 0 [K]
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 penalties of pe~ury, I declare thall have examined this return, including accompanying schedules and statements, and klthe best of my knowledge and belief, it is true, correct
and complete.
Declaration of prepa'el' other than the personal representative is based on all information of which preparer has any krlOwledge.
N YR~~ RESPONSIBLE F~R FILING RE~ .~ ^ ^ '~
SS 500 DARLA ~
ME AIC U
ER
DATE
J>-;J.,t,-01.-
N REPRESENTATIVE
PA 17055
DATE
1')....--
PA 17108-0825
For dates of death on or after Juiy 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers fo or for fhe use of fhe 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 orforthe use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)).
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are sliil applicable even if
the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rale imposed on the net value of transfers from a deceased chiid twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent,
or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)].
The tax rate imposed on the net value of Iransfers to or for the use of the decedent's lineai beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)).
The tax rate imposed on the net value of Iransfers 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 alleast one parenf in common with the decedent, whether by blood or adoption.
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE T A:X RETURN
NT
SCHEDULE B
STOCKS & BONDS
ESTATE OF
DEIBERT ELEANOR M
All property jolntly-owned with right of survivorship must be disclosed on Schedule F.
FILE NUMBER
ITEM
NUMBER
1.
DESCRIPTION
22,292 SHARES OF FULTON FINANCIAL CORPORATION COMMON @ 19.20 /SHARE
SEE VALUATION LETTER ATTACHED
VALUE AT DATE
OF DEATH
428,006.40
2
786.4910 SHARES OF WAYPOINT FINANCIAL CORP COMMON @ 18.59/SHARE
SEE VALUATION LETTER ATTACHED
14,620.87
3.
235.583 SHARES OF PPL COMMON @36.44/SHARE
SEE VALUATION LETTER ATTACHED
8,584.64
TOTAL (Also enter on line 2, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
451,211.91
Fulton Bank
CAPITAL DIVISION . LANCASTER/CHESTER DIVISION
DROVERS BANK DIVISION . GREAT VALLEY DIVISION
(717)291-2589
July 29, 2002
Leslie Deibert
500 DarIa Rd.
Mechanicsburg, P A 17055
Dear Mr. Deibert:
RE: Eleanor M. Deibert. deceased May 28, 2002
In response to your recent inquiry concerning the accounts maintained in the name of
the decedent, please be advised that the following accounts were open at the date of death:
Checking #2219-20936, open 10/27/94, balance $19,914.23,
in her name only.
The decedent also had 22,292 shares of Fulton Financial Corp-
oration stock, in her name only. Please contact our trust affiliate,
Fulton Financial Advisors, at (717) 291-2546 for any additional
stock questions.
If you have any further questions, please do not hesitate to contact me.
V,ery truly your.s;(
C 11,/) fu J \~-( I
Christine Putt Smith
Credit Confirmation Processor
.'J hi \= I ~""j F i,,~.-;
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POBox 4887 Lancaster, PA 17604
www.fultonbank.com 1-800-F U L TON-4
-
FULTON FINANCIAL ADVISORS
Making Success Personal:
(800) 626-0255
June 17, 2002
Les Deibert
500 Daria Road
Mechanicsburg, PA 17055
Dear Sir:
The average price of Fulton Financial Corporation stock on May 28th, 2002 was
$19.20.
Sincerely,
'LJ. .<-,.
- ----r -
Marylynn S. Darmstaetter
Shareholder Administrator
I~d-~
One Penn Square, Lancaster. PA 17602 . w\\'\vJultonfinancialad\-isors.cmTI
Investments. v\!ealth Managenlent . Corporate and Retirelnent Services. Private Banking. Insurance
PPL CORPORA nON
Two North Ninth Street
Allentown, PA 18101-1179
http://www.pplweb.com
Investor Services
1-800-345-3085
June 5, 2002
Les Deibert
500 DarIa Road
Mechanicsburg, PA 17055
Dear Mr. Deibert:
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In reply to your recent inquiry, the Common Stock closed at $36.51 per share on
May 28, 2002. The high was $36.81 and the low was $36.07.
Transfer instructions are enclosed.
We hope this information will be helpful to you.
Sincerely,
1\)
3&' 01
~r
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C1~tlvlt~ G DLl J",c {u .
(Mrs.) Cynthia A. Buchman
Sr. Investor Services Representative
\"1 WaYRqi!lt
LOOK FOR U5. WE'LL GET YOU THERE.
July 8, 2002
Ginger Pchinow
618 Lemar Avenue
Harrisburg, PA 17112
Dear Ginger,
In reference to our conversation on the telephone today, the following is the
information you requested.
Per share data for Waypoint Financial Corp. (WYPT) on May 28, 2002:
Closing
High
Low
Average
$18.71
$18.78
$18.40
$18.59
Please let me know if you need any further information. Thank you.
Sincerely,
/: 1-./)/1\ () . f-.
~t/vGLJ r )~l'oz'-.-Yl \..
Erika L. VanBriggle (J(j
Specialist, Investor/Public Relations
P.O. Box 1711. HARRISBURG. PeNNSYUlANIA 17105-1711
Toll FreE I-B66-WAYPOINT (I-B66-929-7646) . IN YORK AREA 717/BI5-4500 . wwwwallPointbank.com
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COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
FILE NUMBER
DEIBERT ELEANOR M
Include lI1e proceeds of litigation end lI1e _1I1e proceeds were receWed by lI1e eslate. All property joinUy-owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
CITIZEN'S BANK -CHECKING ACCOUNT # 252-110-1093
SEE ACCOUNT STATEMENT ATTACHED
VALUE AT DATE
OF DEATH
2,686.12
2.
FULTON BANK-CHECKINGACCOUNT#2219-20936
SEE VALUATION LETTER ATTACHED
19,914.23
TOTAL (Also enler on line 5, Recapitulation) $
(If more space IS needed, insert additional sheets of the same size)
22,600.35
PSECI(p
the financial link OM
July 24, 2002
Account # 0201164986
LES DEIBERT
500 DARLA RD
MECHANICSBURG, PA 17055
Dear MR DEIBERT:
The following is the status of ELEANOR M DElBERT's account with PSECU as of the date of death.
Joint Owner's Name
Date Established
Date of Death
Date of Birth
LESLIE E DEIBERT, ADDED 02.08.1996 AS JOINT TENANT W/ROS
01.17.1996
05.28.2002
04.13.1918
Share(s)
Regular Shares (SI)
Checking Shares (S4)
60 Month Certificate-2 (S51)
12 Month Certificate (S52)
Balanee
$ 124.49
1,459.05
8,893.73
41,760.21
Accrued Dividend
$ 3.19
3.91
38.82
82.48
Loan(s)
VISA (L9)
Balance
$ 0.00
Accrued Interest
$ 0.00
The dividend earned from January I, 2002 through the date of death was $904.51. We do not have safe
deposit boxes for our members. If you have any questions, please call 234-8484 in Harrisburg or our toll-
free number, (800) 237-7328. At the menu prompt, enter 6 and then extension 2227.
~1f
Meacie Fairfax
Member Service Representative
Finance Support Unit
PENNSYLVANIA STATE EMPLOYEES CREDIT UNION
Main Address: 1 Credit Union Place, Harrisburg, PA 17110-2990 . (717) 234-8484. (800) 237-7328
Mailing Address: PO. Box 67013, Harrisburg, PA 17106-7013 . (717) 777-2100 (TOO) . (800) 472-1967 (TOO)
Web Address: www.psecu.com
Savings federally insured up to $100,000 by the National Credit Union Administration.
DIRECT INQUIRIES TO: MELLON BANK NA 4
COMMONWEALTH REGION
HAMPDEN CAMPHILL
4101 CARLISLE PIKE
CAMPHILL PA 17011-4233
717-731-4848
ELEANOR M DEIBERT
500 DARLA RD
MECH PA 17055
02067
0125
252-110-1093
PAGE 1 OF 3
STATEMENT
FROM 05/10/02 THRU 06/11/02
WELCOME TO CITIZENS BANK. YOUR CITIZENS BANK ACCOUNT(S) SHOWN ON THIS
STATEMENT IS/ARE CURRENTLY SERVICED BY MELLON BANK FOR CITIZENS BANK.
IF YOU HAVE ANY QUESTIONS, PLEASE STOP BY YOUR LOCAL BRANCH OR CALL
1-800-566-3983 ANYTIME. THANK YOU" FOR BANKING WITH CITIZENS BANK.
\ELATIONSHIP SUMMARY
DEPOSIT ACCOUNTS
PERSONAL CHECKING
TOTAL
BALANCE
0.00
0.00
LOAN ACCOUNTS
OUTSTANDING
)ERSONAL CHECKING ACCOUNT 252-110-1093
L SlDA003M
ACCOUNT SUMMARY
OPENING BALANCE AS OF 05/10/02
TOTAL DEPOSITS AND OTHER ADDITIONS INCLUDING INTEREST CREDITED THIS PERIOD
TOTAL CHECKS AND OTHER WITHDRAWALS INCLUDING FEES AND CHARGES THIS PERIOD
CLOSING BALANCE AS OF 06/11/02
3,739.88
+1,463.16
-5,203.04
.00
L
AVERAGE ACCOUNT BALANCE
SlDA003M
3,489.77
ACCOUNT ACTIVITY
DEPOSITS CHECKS
DATE AND OTHER AND OTHER DAILY
POSTED DESCRIPTION ADDITIONS WITHDRAWALS BALANCE
05/10/02 OPENING BALANCE 3,739.88
05/13/02 CHECK # 2816 29.66 3,710.22
OS/20/02 CHECK # 2817 24.10 3,686.12
05130/02 CHECK # 2818 1,000.00 ( 2,686.12
05/31/02 MISC AUTOMATED CRED DAUPHIN COUNTY R \.
1236402913PAYROLL 553 440.16 3,126.28
06/03/02 MISC AUTOMATED CRED US TREASURY 303
3031036030S0C SEC 201164986A SSA 1,023.00 4,149.28
06/10/02 MISCELLANEOUS DEBIT Ref #000002900197127 4,149.28 .00
06/11/02 SERVICE CHARGE .OO@ .00
"EV.'''EX'I'.'''~_
..~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F
JOINTLY.OWNED PROPERTY
ESTATE OF
DEIBERT ELEANOR M
If an allet WlS made joint within one year of the decedent's date of death, It must be reported on Schedule G.
FILE NUMBER
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A. LESLIE E. DEIBERT
500 DARLA ROAD
MECHANICSBURG, PA 17055
B
c
JOINTLY -OWNED PROPERTY:
lETTER DATE DESCRIPTION OF PROPERTY %0' DATE OF DEATH
ITEM FOR JOINT MADE Include name of finll"lCiaI institution and bank account number or similil' identifying number. Attcdl DATE OF DEATH DECO'S VALUE OF
NUtJBER TENANT JOINT deedforjoinUy-held real estate. VALUE OF ASSET INTEREST OECEDENrSINTEREST
1. A. 2/8/96 PSECU 60 MONTH CD 8,932.55 50. 4,466.28
SEE VALUATION LETTER ATTACHED
2. A. 2/8/96 PSECU 12 MONTH CD 41,842.69 50. 20,921.35
SEE VALUATION LETTER ATTACHED
3. A. 2/8/96 PSECU CHECKING ACCOUNT 1,462.96 50. 731 .48
SEE VALUATION LETTER ATTACHED
4. A. 2/8/96 PESCU SHARE ACCOUNT 127.68 50. 63.84
SEE VALUATION LETTER ATTACHED
TOTAL (Also enter on line 6, Recapitulation) $ 26,182.95
..
(If more space IS needed, Insert additional sheets of the same sIZe)
REV'1510EX~(1.~7)'~_
..~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
ESTATE OF
DEIBERT ELEANOR M
FILE NUMBER
Th~ schedule must be completed and filed W the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
DESCRiPTION Of PROPERTY %DF
ITEM INClUDE nE NA/IlEOFTHETRANSFEREE,THElRRElATlONSHlPTOoeCEDENTANOTHEDATEOFTAANSFEIt DATE OF DEATH DECo'S EXCLUSION TAXABLE VALUE
NUMBER ATTACfiA COPY OF THE DEED FOR ROCESTA'tE VALUE OF ASSET INTEREST (IFAPPUCABLE)
1. CASH GIFT TO SON LESLIE E. DIEBERT 10,000.00 100. 3,000.00 7,000.00
2. CASH GIFT TO DAUGHTER GINGER PINCHOW 10,000.00 100. 3,000.00 7.000.00
3. CASH GIFT TO GRANDDAUGHTER JANET M. DEIBERT 6,000.00 100. 3,000.00 3,000.00
TOTAL (Also enter on line 7, Recapifulation) $ 17,000.00
(If more space IS needed, Insert additional sheets of the same size)
. RE\I.1S'lEX"'j1-97)
'*
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
DEIBERT ELEANOR M
FILE NUMBER
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. W. ORVILLE KIMMEL FUNERAL HOME - CREMATION SERVICES 1.893.40
2. THE MANADA INN - FUNERAL DINNER 670.00
3. FLOWERS, CLOTHING, FOOD - MISC FUNERAL EXPENSES 1,395.53
4.
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Person at Representative (s)
Social Security Numbe~s) I EIN Number of Personal Representativels)
Street Address
City Stale Zip
Yea~s) Commission Paid:
2. AttomeyFees LATSHA, DAVIS & YOHE, P.C. 2,000.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees & SHORT CERTIFICATES 413.00
5. Accountanfs Fees
6. Tax Return Prepare~s Fees
7. CUMBERLAND COUNTY LEGAL JOURNAL - ADVERTISE ESTATE 75.00
8. CARLISLE SENTINEL - ADVERTISE ESTATE 90.59
9. IRS - INCOME TAX PAYMENT 1,700.00
10. PA DEPT OF REVENUE -INCOME TAX PAYMENT 400.00
11. CAMP CURTAIN TRANSFER - PURCHASE OF STORAGE BOXES 50.00
12. MARYANN DEIBERT - CLEAN OUT APARTMENT 500.00
13. DENNIS GROSS - MOVING EXPENSES 300.00
14. STORAGE TUBES 53.86
15. THE STORAGE DEPOT 104.66
16. MISC MOVING EXPENSES 173.89
17. CITIZENS BANK - FEE FOR DUPLICATE STATEMENT 6.00
TOTAL (Also enter on line 9, Recapitulation) $ 9,825.93
(If more space is needed, insert additional sheets of the same size)
..v.""".".~).
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
ESTATE OF
DEIBERT ELEANOR M.
FilE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
,.
WEST SHORE AMBULANCE SERVICE
39.60
2.
PP&L FINAL ELECTRIC
21.35
3.
VERIZON - FINAL BILLS
39.94
4.
COMCAST - FINAL CABLE BilL
11.95
5.
HEALTH SPECTRUM PHAMACY
380.00
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
492.84
.REv-"~;(*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
FILE NUMBER
t:1t:""noM
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
1. TAXABLE DISTRIBUTIONS ~ndude outright spousal distributions, and lransfers under
Sec. 9116 (a) (1.2)]
1. LESLIE E. DEIBERT SON 50% OF ESTATE
500 DARLA ROAD 10,000 GIFT (SH G, #1)
MECHANICSBURG, PA 17055
2. GINGER PCHINOW DAUGHTER 50% OF ESTATE
618 LEMAR AVENUE 10,000 GIFT (SH G, #2)
HARRISBURG PA 17112
3. JANET DIEBERT GRANDDAUGHTER 6,000 GIFT (SH G, #3)
4513-B FLORENCE AVENUE
MECHANICSBURG, PA. 17055
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRiBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $
(If more space is needed, Insert additional sheels of the same size)
...
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Register of wills of CUMBERLAND County, Pennsylvani~
Certificate of Grant of Letters
'.
No, 2002-00517
PA No, 21-02-0517
ESTATE OF DEIBERT ELEANOR M
(LAbl, ~lKbl, jVllUULb)
Late of HAMPDEN TOWNSHIP
LUM~bKLANU CUUNIY,
WHEREAS, on the 29th
dated March 17th 1993
was admitted to probate as the last will of DEIBERT ELEANOR M
(LAbl, ~lKbl, M1UUL~)
Deceased
Social Security No. 201-16-4986
day of May
2002 an instrument
--
-
-
late of HAMPDEN TOWNSHIP CUMBERLAND County, who died on the
28th day of May 2002 and,
WHEREAS, a true copy of the will as probated is annexed hereto,
THEREFORE, I, MARY C. LEWIS , Register of Wills In and for
the County of CUMBERLAND in the Commonwealth of pennsylvania, hereby certify
that I have this day granted Letters TESTAMENTARY
to DEIBERT LESLIE E and PCHINOW GINGER
who have duly qualified as Executor (rix)
and have agreed to administer the estate according to law, all of which fully
appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE,
CARLISLE, PENNSYLVANIA.
IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal
of my Office the 29th day of May 2002.
**NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE)
LAST WILL AND TESTAMENT OF ELEANOR M. DEIBERT
I, ELEANOR M. DEIBERT, of Hampden Township, County of
Cumberland and State of'" Pennsylvania, being of sound and
disposing mind, memory and understanding, do hereby make,
publish and declare this my Last Will and Testament.
l.
I direct the payment of all my just debts and funeral
expenses as soon as the same can conveniently be done.
,
2,
All the rest, residue and remainder of my estate, of
whatsoever nature and wheresoever situate, I give, devise and
bequeath unto my husband, HOWARD L. DEIBERT, abSOlutely and
in fee simple.
3.
In the event my husband should predecease me or die
within thirty (30) days from the date of my death, I give,
devise and bequeath my entire estate to my child:t'en,LBSLLS
E. DElBERT and GINGER PCHINOW, in eqUal shares, per stirpes.
4.
Lastly, I nominate, constitute and appoint my son,
LESLIE E. DEIBERT, and my daughter, GINGER PCHINOW, to be the
Co-Executors of this my Last will and Testament.
,
-~
- 1 -
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IN WITNESS WHEREOF, I have hereunto set my hand and seal
this day of June,
~v /7, Vfl7
1992~.
c, .,
~~--.~
Eleanor
<'"
~.~
M. Deibert
Signed, sealed, published and declared by the above
named ELEANOR M. DEIBERT as and for her Last Will and
Testament, in the presence of us who have subscribed our
names hereto as witnesses, at her request, in her presence
"
and in the presence of each other.
k~ e.<?D,
- 2 -
l
---
REGISTER OF WILLS
CUMBERLAND COUNTY, PENNSYLVANIA
c
INVENTORY
Estate of DEIBERT, ELEANOR M.
No.
;2 j- 0 :1
!J-; 7
also known as
, Deceased
Date of Death 5/28/02
Social Security No. 201164986
Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the
personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation
placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no
real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. l!We
verify that the statements made in this inventory are true and correct. IMle understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities.
Name of
Attorney JONATHAN M. CRIST, ESQ.
I.D. No. 29936
Address: P.O. BOX 825
Personal Representative:
tt vU"
~~\\,,-\j.~~
Dated
HARRISBURG
PA 17108
Telephone: (717) 761-1880
Description
22,292 SHS OF FULTON FINANCIAL CORP COMMON @ 19.20 ISH
Value
428,006.40
786.4910 SHS OF WAYPOINT FINANCIAL CORP COMMON @ 18.59/SH
14,62087
235.583 SHS OF PPL COMMON @36.44/SH
8,584.64
CITIZEN'S BANK - CHECKING ACCOUNT# 252-110-1093
2,68612
FULTON BANK - CHECKING ACCOUNT #2219-20936
19,914.23
Total
(Attach Additional Sheets if necessary)
473,812.26
NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative,
include the value of each item, but such figures should not be extended into the total of the Inventory.
RW-4
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
JONATHAN M CRIST ESQUIRE
PO BOX 825
HARRISBURG, PA 17108-0825
n_nu_ fold
ESTATE INFORMATION: SSN: 20 '-16-4986
FILE NUMBER: 2102-0517
DECEDENT NAME: DEIBERT ELEANOR M
DATE OF PAYMENT: 08/26/2002
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: OS/28/2002
NO. CD 001561
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $21,660.42
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: lESLlE E DEIBERT & GINGER
PCHINOW C/O JONATHAN M CRIST
CHECK# 113
SEAL
INITIALS: SK
RECEIVED BY:
REGISTER OF WILLS
.
$21,660.42
MARY C. lEWIS
REGISTER OF WillS
STATUS REPORT UNDER RULE 6.12
0/
Name of Decedent: ELEANOR M. DEIBERT
Date of Death: 5/28/02
Will No. 21 020517
Admin. No.
Pursuant to Rule 6. 12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1 . State whether administration of the estate IS complete:
Yes 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.
account with the Court?
Did the personal representative file a final
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 No X
-""
,,'1"
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
Date: 10/9/02
**The Co-personal representatives
were the sole beneficiaries of
the Estate,
JONATHAN M. CRIST. ESQ
Name (Please type or print)
4720 OLD GETTYSBURG ROAD
MECHANICSBURG PA 17055
Address
(717) 7hl-1RRn
Tel. No.
Capacity: Personal Representative
X Counsel for personal
representative
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
OEPT. 28D601
HARRISBURG, PA 17128-0601
.
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
*'
.
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-1547 EK'FP (01-02>
~ iVC r ~'f r ~(}7-
------=~
JONATHAN M CRIST
LATSHA ETAL
PO BOX 825
HBG
ESQ
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY.
ACN
10-07-2002
DEIBERT
05-28-2002
21 02-0517
CUMBERLAND
101
ELEANOR
M
Allount Rellitted
PA 17108
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 ~
iiE"v=is4-j-ix--iiFP--fiiFozrNoYici--oF-i:-NHiifiTANcrl:iic-APPRA-isiifENT:--iiLi-oWAN-crori-----------------
DISALLOWANCE OF DEDUCTIONS AND ASS~SSMENT OF TAX
ESTATE OF DEIBERT ELEANOR M FILE NO. 21 02-0517 ACN 101 DATE 10-07-2002
TAX RETURN WAS.. (X I ACCEPTED AS FILED
CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule OJ
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
III
(21
(31
(41
151
(61
171
.00
451,211.91
.00
.00
22.600.35
26.182.95
17.000.00
181
NOTE: To insure proper
credit to your account3
submit the upper portion
of this for. with your
tax pay.ent.
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Ad.. 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
516,995.21
(91
llOI
9,825.93
492.84
1111
1121
1131
1141
In 318 77
506,676.44
.00
506,676.44
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
r@~le~t ~igures that inclYde the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. A.ount of Line 14 at Spousal rate (15)
16. AMount of Line 14 taxable at Lineal/Class A rate (16)
17. AMount of Line 14 at Sibling rate (17)
18. AMount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
TAX CREDITS.
.00 X 00 = .00
506,676.44 X 045 = 22,800.44
.00 X 12 = .00
.00 X 15 = .00
(191= 22,800.44
.
rAIn.", ,+, AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-)
08-26-2002 CDOO1561 1,140.02 21,660.42
TOTAL TAX CREDIT 22,800.44
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED) SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TDTAL 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
-
\.. /?-t,b- /..;2/
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 2:80601
HARRISBURG~ PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
JONATHAN M CRIST
LATSHA HAL
PO BOX 825
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
10-07-2002
DEIBERT
05-28-2002
21 02-0517
CUMBERLAND
101
ESQ
*'
REV-1541EXAFPIOI_02l
ELEANOR
M
Allount Remitted
PA 17108'
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
ifEV=is4TEX--AFP--foFoiiniici'ficE-OF-i:-NHERiTANCE-TAiC-il-ppRiiisEHENT:--ALi-oWAi.fcE-ifli-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF DEIBERT ELEANOR M FILE NO. 21 02-0517 ACN 101 DATE 10-07-2002
TAX RETURN WAS: I X) ACCEPTED AS FILED
) CHANGED
NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. PrincIpal Tax Due
TAX CREDITS.
.00 X 00 = .00
506,676.44 X 045 = 22,800.44
.00 X 12 = .00
.00 X 15 = .00
(19)= 22,800.44
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held stock/Partnership Interest (Schedule C)
4. Hortgages/Notes Receivable (Schedule 0)
5. Cash/Bank Oeposits/Hisc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
451, 211.91
.00
.00
22.600.35
26.182.95
17.000.00
IB)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
9,825.93
492.84
Ill)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
submit ~he upper portion
of this form with your
tax paYllent.
516,995.21
10.318 77
506,676.44
.00
506,676.44
.
rM,"<"' 1+) AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID 1-)
08-26-2002 CDOO1561 1,140.02 21,660.42
TOTAL TAX CREDIT 22,800.44
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
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" ICR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.)