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REV-1500 EX + (6-00) OFFICIAL USE ONLY
COMMONWEALTH OF PENNSYLVANIA REV-1500
DEPARTMENT OF REVENUE
DEPT. 280601 INHERITANCE TAX RETURN FILE NUMBER
HARRISBURG, PA 17128-0601 RESIDENT DECEDENT 21 2001 0048
COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Kcx:lns , PhylliS A. 184-36-7258
DECE- DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE
DENT
12/15/00 09/13/1920 WITH THE REGISTER OF WILLS
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~ 3. Remainder Return
CHECK 1. Original Return ~' Supplemental Return B (date of deatl1 prior to 12-13-82)
APPRO- 4. Limited Estate 4a. Future Interest Compromise 5. Federal Estate Tax Return Required
(date 01 death after 12-12-S2)
PRIATE 6. Decedent Died Testate 7. Decedent Mai.,tained a Uving TNst 0 8. Total Number of Safe Deposit Boxes
(Attach ccpy of Will) kAnach a copy of Trust)
BLOCKS 9. Litigation Proceeds Received 10. ~ouSal Poverty Credit (dale of death between 0 11. Election to tax under Sec. 9113(A)
, -31-91 and 1-1-95) (Attach SehQ)
jjjl~$~~M!!$jlll$pbM!!UITl$p;AlWPQIlIlIl$!lQt,iPIl~.~j:;b~fjpijlttiAlifAXI!-ll@RMArjQN$Il!lllk\1llSQIi'iI$Q-ij;!:i'tbi
NAME COMPLETE MAILING ADDRESS
COR- David H. Stone, Esquire 414 Bridge Street
RE- FIRM NAME (If Applicable) New CurIDerland, PA 17070
SPON
DENT Stone LaFaver & Shekletski
TELEPHONE NUMBER
(717) 774-74:35
50,000.00 OFFICIAL USE ONLY
1. Real Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2) 647.48
3. Closely Held Corporation, Partnership or Sole.Proprietorship (3) None
4. Mortgages & Notes Receivable (Schedule D) (4) None
5. Cash, Bank Deposits & Miscellaneous Personal
Property (Schedule E) (5) 270,728.94
6. Jointly Owned Property (Schedule F)
0 Separate Billing Requested (6) 58,694.66
RECA-
PIT'ULA- 7. Inter-Vivos Transfers & Miscellaneous
TION Non-Probate Property (Schedule G or L) (7) 1,783.43
8. Total Gross Assets (total Lines 1-7) (8) 381,854.51
9. Funeral Expenses & Administrative Costs (Schedule H) (9) 118,271. 96
10. Debts at Decedent, Mortgage Liabilities. & Liens (Schedule I) (10) 8,007.44
11. Total Deductions (total Lines 9 & 10) (11) 126,279.40
12. Net Value 01 Estate (Line 8 minus Line 11) (12) 255,575.11
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax (13) None
has not been made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 255,575.11
SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES
15. Amount of Line 14 taxable at the spousal lax
rate, or transfers under Sec. 9116 (a){1,2) X .0 (15)
TAX 16. Amount of line 141axable at lineal rate 0.00 X.o 45 (16) 0.00
51,115.03 -
COMPU- 17. Amount of Une 14 taxable at sibling rate X .12 (17) 6,133.80
TATION 18. Amount of Une 14 taxable at collateral rate 204,460.08 x.15 (18) 30,669.01
19. Tax Due (19) 36,802.81
20. ~ IQjj~IlKHSll!-If!YQj)Ail~ij~&ijim~@II~"'j)QF#!iI@jijj!!~!\m~!IT1
'::':::',*,ee'$Ul'ie;:TQAN$Wa;'i!i~J;iQQm!Ql'I$:PM!;IA~e;J,A1'I!lt!'!al!ill'iQI~iMAl!'i!%
o PA15001
NTF 29755
Copyright 2000 GreallandlNelco LP . Forms Software Only
PA REV-1500 EX (6-00)
d C
Page 2
Dece ent's omDlete Address:
STREET ADDRESS
375 Clarermnt Drive
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
36,802.81
45,000.00
1,840.14
Total Credits (A + B + C)
(2)
46,840.14
3. Interest/Penalty it applicable
D. Interest
E. Penalty
5.
TotallnlerestlPenaity (D + E)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Une 20 to request a refund
It 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 + 5A. This is the BALANCE DUE.
Make Check Payable 10: REGISTER OF WillS, AGENT
(3)
0.00
4.
10,037.33
(4)
(5)
(5A)
(5B)
:':_:::..,:::::,:::'j.\}I::;j:I1:{U/?HJ?UJUU}}}}tYHIJ?iIJ(:::nt}}:Jj:I::;~H;::I~n::n:u::::::::::~:tIUI:;:U:::t:::::!;:I:HnUUIT\l:n::UII::[:HI
PLEASE ANSWER THE FoLLOWING QUESTIONS' BY PLACING AN
1.
"X"
IN THE APPROPRIATE BLOCKS
Yes No
~ I
B ~
Did decedent make a transfer and:
a. retain the use or income ofthe property transferred; ..................................
b. retain the right to designate who shall use the property transferred or its income; . . . . . . . .
c. retain a reversionary interest; or. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. ........
d. receive the promise for life of either payments, benefits or care? . . . . . . . . . . . . . . . . . . . . . .
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death
without receiving adequate consideration? ............ . . . . . . . . . . . . . . . . . . .
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains a beneficiary designation? ......... .................. ..........
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES,
YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perlury-, I deelare that I have examined this return) including accompanying schedules and statements, and to the best of my
knowl belief, It is true, c reet d complete. Declaration OT preparer other than the personal representative is based on information of
who re arer kno .
SI NATURE PE R IBlE FOR FILING RETURN DATE
v't)~,
~
D
DATE
I
AODRESS
414 Bridge Street, New Cl.nTberland, PA 17070
:::{~::~t~~tt:(}/t?/::::it{(t:)::tt)t}\})\\~//:t):u:(?}t{?tJ/?{~::~:~~:~::::t)t}}))/:())\)t)\t\I/\)\)t)JY{/Htt)\t)\)t)))){)\t\::)\)t}}tt)~~::~::,::~?UJ\tt\t:':':::''''
For'dates of death on or' alter July ';, 1994"ai,ci before januarY''''' 1995. the tax 'raie {miiosed on' the nei value'cii transfers to' or io'r the use of the surviving spouse'i's'
3oio .'
[72P.S.69116(a)(1.1)(i)J.
For dates ot death on or alter January " 1995, the tax rate is imposed on the net value of transfers to orlorthe use 01 the surviving spouse is 0% [72 P.S. 89116 (a) (1,1) (ii))
The statute elM!'; nIlt AXAmnt a transterto a surviving spouse trom tax, and the statutory requirements for disclosure ot assets and filing a tax retum are still applicable even it
the surviving spouse is the only Oeneficiary.
For dates of death on or alter July " 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent.
or a stepparent of the child is 0% [72 P.S. 89116(a)(1.2)).
The tax rate imposed on the net value of transfers to orlorthe use of the decedent's lineal be.neficiaries is 4.5%, except as noted in 72.P.S. ., !i 9116{1.2) [72 P,S. %9116(a)(1)J
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. Ii 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.
o PA15002
NTF 29756
Copyright 2000 GreatlandlNelco LP - Forms Sottware Only
Estate of: Phyllis A. KcDns
21-2001-0048
The following person(s) are signing the retuxn as representative(s) of the estate:
David H. Stone
414 Bridge Street
New C\JrrU:)erland, PA 17070
REV-1502 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phyllis A. K=ns
SCHEDULE A
REAL ESTATE
FILE NUMBER
21-2001-0048
All real property owned solely Of as a tenant In common must be reported at fair market value. Fair market value is defined as the
price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which Is Jointly-owned with right 01 survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 23 Creekside Dr. property l=ated in the
Township of East Pennsboro, CUrrtlerland
County, PA by deed dated August 22, 1961 and recorded in
CUrrtlerland County Deed Book H-20, Page 322, granted and ccrrveyed
unto Paul R. K=ns and Phyllis A. K=ns, husband and wife. The
said Paul R. K=ns died February 19, 1979 thus vesting title in
Phyllis A. K=ns, the decedent. The said property was sold to
Jonathan B. Leiby on July 17, 2001.
50,000.00
TOTAL (Also enter on line 1, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
50,000.00
7 CPA21 NTF 10904
Copyright Forms Software Only, 1997 Nelco, Inc.
REV.1503 EX + (1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phyllis A. Koons
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-2001-0048
All property Jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NO. DESCRIPTION
VALUE AT DATE
OF DEATH
1 EE $500 U.S. Savings Bond issued 2-87 joint with RCXTaine Shetter
who has predeceased decedent (see attached)
539.60
2 EE $100 U.S. Savings Bond issued 6-87 rrade joint with Michael
Myers who has predeceased the decedent (see attached)
107.88
7 CPA31 NTF 10905
Copyright Forms Software Only, 1997 Nelco, Inc.
TOTAL (Also enter on line 2, Recapitulation) S
(If more space is needed, insert additional sheets of the same size)
647.48
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phyllis A. Koons
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
Include proceeds of litigation & date proceeds were received by the estate
21-2001-0048
All prop. Jointly-owned with right of survivorship must be disclosed on Sch. F.
VALUE AT
DATE OF DEATH
ITEM
NO.
DESCRIPTION
1 Cash on hand
7 CPAB1 NTF 10908
Copynghr Forms Software Only. 1997 Nelco. Inc.
TOTAL (Also enter on line 5, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
45.44
6,632.15
0.81
0.00
371.80
0.16
133,442.38
289.62
1,133.77
0.53
121,775.71
491.68
5,571.86
4.08
328.71
0.24
0.00
0.00
640.00
$ 270,728.94
2 Mellon Bank-Checking Acct. #302-106-2132,
Prine. $6,632.15, Int. $.81
Interest on al:ove item accrued 28 of decedent's death
3 PNC Bank-Estate Checking Acct. #50-02138014
4 Allfirst-Savings Acct. #8700490172299, Prine.
$371.80, Int. $.16
Interest on above item accrued as of decedent's death
5 Commerce Bank-Savings Acct. #616159276,
Prine. $133,442.38, Int. $289.62
Interest on above item accrued as of decedent's death
6 First Union National Bank Acct.
#3069960288188, Prine. $1,133.77, Int. $.53
Interest on above item accrued as of decedent's death
7 PNC Bank-Savings Acct. #5003156783, Prine.
$121,775.71, Int. $491.68
Interest on above item accrued as of decedent's death
8 PNC Bank-Savings Acct. #5130123685, Prine.
$5,571.86, Int. $4.08
Interest on al:ove item accrued as of decedent's death
9 Waypoint Bank-Savings Acct. #100027578,
Prine. $328.95, Int. $.24
Interest on al:ove item accrued as of decedent's death
10 Commerce Bank-Estate M:>ney Market Acct.
#61-6191798
11 PNC Bank-Estate l'bney Market Acct.
#50-03537682
Total from continuation oaoe (s)
Page 2
Estate of: Phyllis A. Koons
21-2001-0048
S01EDULE E -- Cash, Bank Deposits and Miscellaneous Personal Property
Item
No. Description
Value at Date
of Death
12 Miscellaneous personal property sold at
auction
100.00
13 Cumberland County-overpayrrent
240.00
14 U.S. Treasury-tax relief refund
300.00
TOTAL. (Carry forward to main schedule) . . . . . .
640.00
REV~'509 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phyllis A. Koons
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
21-2001-0048
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
See Schedule attached
JOINTL V-OWNED PROPERTY:
lETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
Include name of financial institution and bank
ITEM FOR MADE account number or similar identifying number. DATE OF DEATH DECD'S VALUE OF
JOINT
NO. TENANT JOINT Attach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1 A various 104 E & EE U.S. Savings Bonds 107,929.06 50% 53,964.53
joint with various individuals
(see attached)
2 B 03/27/85 PNC Bank-Cert. of Deposit 2,022.72 50% 1,01l.36
#21001021981 made joint3-27-85
w/Dana Heaps
"3 C 06/06/87 PNC Bank-Cert. of Deposit 2,002.41 50% 1,001.20
#21001031677 made joint 6-687
w/Jonathan Darr Heaps
4 D 02/27/87 PNe Bank-Cert. of Deposit 2,025.95 50% 1,012.97
#21001031675 made joint
2-27-87 w/Mandy Heaps
5 FA 06/06/87 PNC Bank-Cert. of Deposit 2,082.09 33.333% 694.03
#21001031676 made joint
06-06-87 w/ 1helma Heaps and
Roy K. Heaps
6 A 03/11/85 PNC Bank-Cert. of Deposit 2,021.15 50% 1,010.57
#21001021980 made joint
3-11-85 w/ Roy Heaps
TOTAL (Also enter on line 6, Recapitulation) $ 58,694.66
7 CPA91 NTf 10909
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Software Only, 1997 Nelco. Inc.
Estate of: Phyllis A. KOons
21-2001-0048
SaJEDULE F -- Jointly-CMned Property
The following states the name, address and relationship of each surviving joint tent ant :
Narre/Relationship
Address
A. Roy Heaps
nephew
B. Dana Heaps
nephew's wife
C. Jonathan Darr Heaps
grandnephew
D. Mandie Heaps Benge
grandniece
E. Thelrra Heaps
sister
869 Ba=ens Village Lane
Roanoke, VA 24019
869 Ba=ens Village Lane
Roanoke, VA 24019
869 Ba=ens Village Lane
Roanoke, VA 24019
12-A Stirrup Court
Cockeysville, MD 21030
c/o Roy Heaps
869 Ba=ens Village Lane
Roanoke, VA 24019
REV~1510 EX + (1.97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phyllis A. KcDns
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
This schedule must be completed and filed jf the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes.
21-2001-0048
DESCRIPTION OF PROPERTY %OF EXCLUSION
ITEM INCLUDE NAME OF THE TRANSFEREE, THEIR DATE OF DEATH DECD'S (IF TAXABLE VALUE
RELATIONSHIP TO DECD & DATE OF TRANSFER.
NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST APPLICABLE)
1 MetLife Life Insurance-Armuity 1,783.43 100% 1,783.43
Contract No. 000704784RB with
beneficiary as Thelrra Heaps
TOTAL (Also enter on line 7, Recapitulation) $ 1,783.43
7 CPAOl
NTF10910
Copyright Forms Software Only, 1997 NelcQ, Inc.
(If more space is needed, insert additional sheets of the same size)
REV:1511EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phyllis A_ Koons
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-2001-0048
Debts of decedent must be reported on Schedule I.
ITEM
NO. DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1 John Sullivan Funeral Harre-funeral expenses 4,469.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions 18,317.00
Name of Personal Representative(s) David H. Stone
Social Security Number(s)/EIN No. of Personal Representative(s)
Street Address 414 Bridge Street
City New Cumberland State PA Zip 17070
Year(s) Commission Paid: 2001/2002
2. Attorney Fees Narre: David H. Stone, Esquire 18,317.00
3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) 0.00
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees 314.00
5. Accountant's Fees 0.00
6. Tax Return Preparer's Fees 0.00
See Schedule attached
Total frcm continuation page (s) 76,854.96
TOTAL (Also enter on line g, Recapitulation) $ 118,271.96
7 CPA11 NTF10911
Copyright Forms Software Only. 1997 Nelco. Inc.
(If more space is needed, insert additional sheets of the same size)
Estate of: Phyllis A. KaJns
SCHEDULE H, PART B -- Administrative Costs
Item
No. Description
7 Cumberland Law J=nal-advertising grant of letters
8 The Patriot News Co. -advertising grant of letters
9 Bridge Street Realty-appraisal fee on
property
10 East Pennsboro-sewer services at property
11 PP&L-electric services at property
12 Pinker & Assoc. -medical expense of decedent
13 PP&L-electric service at property
14 Jane E. Biddle, Treasurer-real estate taxes
15 New Cumberland Insurance-insurance on
property
16 PP&L-electric services at property
17 New Cumberland Insurance-insurance on
property
18 Jarres Gorden-cleaning hcuse for prep. of sale
19 Gorden's Lawn Service-hauling trash for prep.
of sale
20 Donna Gorden-cleanup and repairs for prep. of
sale of property
21 PP&L-electric services at property
22 Kelly Financial Serv.-prep. of decedent's
incare tax retUTIlS for 2000
23 PA Dept. of Revenue-payrrent of decedent's
2000 PA incare tax
24 U. S. Treasury-payrrent of decedent's 2000
Federal Incare Tax
25 East Pennsboro 1Wp. -sewer and trash at
property
'IOTAL. (Carry forward to rrain schedule)
Page 2
21-2001-0048
Arrount
75.00
93.81
300.00
87.75
8.58
14.07
8.55
170.85
287.00
2.99
239.13
500.00
450.00
849.88
6.78
219.50
249.00
69,159.00
87.75
72,809.64
Estate of: Phyllis A. Koons
SCHEDULE H, PART B -- Administrative Costs
Item
No. Description
26 PP&L-electric service at property
27 PNC Bank-check charge
28 Gingrich' s-services for fixing bathrc:x:m
fixtures
29 PANC-water service at property
30 PP&L-electric service at property
31 New Cumberland Insurance-insurance on
property
32 PANC-water service at property
33 PPL Utilities-electric services at property
34 East Pennsl:oro Twp. -sewer and trash at
property
35 Settlerrent costs on sale of property
($2,663.08) less reimb. on taxes ($796.04)
36 Claude Wolfe & Assoc.-advertising fee on
sale of property
37 PANC-water service at property
38 PANC-water service at property
39 PPL Utilities-final electric services
40 Reserve for filing First and Final Acct. and closing expenses
TOrAL. (Cany forward to main schedule) . . . . . .
Page 3
21-2001-0048
Arrount
7.22
27.70
525.02
32.29
7.13
144.00
10.82
6.95
87.75
1,867.04
294.25
10.38
9.05
15.72
1,000.00
4,045.32
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Phyllis A. K=ns
Include unreimbursed medical expenses
ITEM
NO.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, & LIENS
FILE NUMBER
21-2001-0048
DESCRIPTION AMOUNT
1 Clarermnt Nursing-November payrrent and
rredical expenses
4,746.61
2 Clarermnt Nursing-L.ecember payrrent and
rredical expenses
2,569.53
3 David H. Stone-power of attorney services
fram 10-00 to 12-15-00
633.50
4 Physicians for Worren's HH-consultation
services
30.99
5 Mobile X-Ray Irraging Inc. -services rendered
26.81
7 CPA12 NTF 10912
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
8,007.44
Copyright Forms Software Only, 1997 Nelco,lnc
REV-1513 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Phvllis A. KcDns
No. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 'Ihelrra Heaps
c/o Roy Heaps
869 Barrens Village lane
Roanoke, VA 24019
2 Roy Heaps
869 Barrens Village lane
Roanoke, VA 24019
3 Dana Heaps
869 Barrens Village lane
Roanoke, VA 24019
4 Mandie Heaps Benge
12-A Stirrup Court
Cockeysville, MD 21030
5 Jonathan DarT Heaps
869 Barrens Village lane
Roanoke, VA 24019
FILE NUMBER
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
sister
nephew
nephew's wife
grandniece
grandnephew
21-2001-0048
AMOUNT OR
SHARE OF ESTATE
51,115.03
51,115.02
51,115.02
51,115.02
51,115.02
ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 17 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
None
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
None
7 CPA13 NTF 10913
TOTAL OF PART 11-- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
Copyright Forms Sol1ware Only, 1997 Nelco, Inc.
0.00
STONE.LAFAVE~& STONE
,.:,~~i.;:>~.,~"_. ,'.~.-D~~~!~i[:::';~~r~tr~~fl;f~;~;:~:~:::~~ijZ~J~~~~t~~:;:... .
~~~t"~f:
LAST WILL AND TESTAMENT
OF
PHYLLIS A. KOONS
I, PHYLLIS A. KOONS, of East pennsboro Township, Cumberland
County, Pennsylvania, declare this to be my last will and revoke any
will previously made by me.
ITEM I:
I direct that my Executor hereinafter named shall pay
all my just debts and funeral expenses as soon as conveniently may be
done after my decease.
ITEM II: I devise and bequeath all the rest, regidue and remain-
der of my estate, of every nature and wherever situate, in equal
shares to the following named persons who survive me: my sister,
THELMA HEAPS, my uephew, ROY HEAPS, my nephew's wife, DANA HEAPS, my
grandniece, MANDIE HEAPS, and my grandnephew, JONATHAN DARR HEAPS, as
survive me. Should any of the above named persons predecease me,
their share shall lapse and shall be added to the cthar shares created
in the Item II.
ITEM III: The share for my sister, THELMA HEAPS, shall be
held by ROY HEAPS ~~ Trustee, IN TRUST, for the following uses and
purposes:
A. The Trustee shall pay the net income therefrom to
my sister, THELMA HEAPS, for her life in such periodic installments
as Trustee shall find convenient but at least as often as quarter
annually.
Page 1 of 4
B. As much of the principal of this trust as Trustee may
from time to time think advisable for the support of my sister, THELMA
HEAPS, or during illness or emergency shall either be paid to her or
else be applied directly for her benefit by the Trustee after taking
into consideration her other readily available assets and sources of
income.
c. The Trustee may apply the net income of this trust for
the support of my sister, THELMA HEAPS, should she by reason of age,
illness or any other cause, in the opinion of the Trustee, be incapa-
ble of disbursing it.
D. Upon the death of my sister, THELMA HEAPS, this trust
shall terminate and the then remaining principal and any accumulated
or undistributed income shall be distributed to ROY HEAPS, or in
default thereof, to his issue, per stirpes.
ITEM IV: I appoint DAVID H. STONE Executor of this my last will.
ITEM V: No fiduciary acting hereunder shall be required to post
bond or enter security for the faithful performance of his duties in
any jurisdiction.
IN WITNESS WHEREOF, I, PHYLLIS A. KOONS, have
hand and seal this ;;J.. c;-JA day of J G "~'-"'--6~
hereunto set my
, 199i.
~.
/l.. /t:'~
KOONS
SIGNED, SEALED, PUBLISHED and DECLARED by PHYLLIS A. KOONS, the
Testatrix above named, as and for her Last Will and Testament, and in
Page 2 of 4
the presence of us, who at her request, in her presence and in the
presence of each other, have subscribed our names as witnesses.
,{L~~J&ru 'nJ. /")rr-ke.~--?( /J'
Witness J
>/CUJ (u/yn.('-<..4&7Ld__ /l/'-t
Address
",-,/ ,
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/-? .
Address
COMMONWEALTH OF PENNSYLVANIA:
55:
COUNTY OF CUMBERLAND
:
I, PHYLLIS A. KOONS, the Testatrix whose name is signed to the
attached or forQgoing instrument, having been duly qualified according
to law do hereby acknowledge that I signed and executed this instru-
ment as my last will; that I signed it willingly and that I signed it
as my free and voluntary act for the purposes therein contained.
~#~~
, PHYLLIS A. KOONS
Sworn to or affirmed to and aCknowled~d before me by PHYLLIS A.
KOONS, the Testatrix, this cfl9 -th day of V'..../lJ ' 199:l,.
~/1WJ7 / X K.Cb~
Notary Public
NOTARIA.L SEAL
CONSTtiNCE l. !{'\.RU. ~Jolary Public
NeVI Gi.:fI1b8;!anli, 1'/\ Cumberlood Co.
My Commission Expires I\priJ 13, 1999
Page 3 of 4
COMMONWEALTH OF PENNSYLVANIA :
: 55:
COUNTY OF CUMBERLAND
.
.
We, ~fil.L 'J11 /C/#-a-L;;'q- and ')'(""'/' ~/-:.., ':;(-,-~ <"_Ld- '
the witnesses whose names are signed to the attached or foregoing
instrument, being duly qualified according to law, depose and say that
we were present and saw Testatrix sign and execute the instrument as
her last will; that Testatrix signed willingly and that she executed
it as her free and voluntary act for the purposes therein expressed;
that each of us in the hearing and sight of the Testatrix signed the
will as witnesses; that to the best of our knowledge, the Testatrix
was at that time eighteen or more years of age, of sound mind and
under no constraint or undue influence.
.
J).A-uAU(' m ~~{ //1 <;"
*h~;~s t/
/i/ I I
- a~f~ -tJ. :31'-'-~ ".n",-()-
witness '
Sworn to or affirmed to and acknowledged before me by
DL"/VM'~ /l1, II-rrH-c..;ruG- and No "~ ~. J.."o kp'j'
witnesses, this :Jqr:J, day of ~U'>v'\ , 1991..
v I) 6
~4iz4-<.U X K~ '
Notary Public
,
NOTARIAL SEAL
CONSWlCE L. KARL!. Notary Public
New Gumbeiland. PA Cumberland Co.
My Commission Expires /lpri113. 1999
Page 4 of 4
relded\Koons.exe\6_01
DEED
. / -Ii.. \::u.J ~
THIS INDENTURE made the/~ day ofor -U-
in the year 2001,
between DAVID H. STONE, Executor of the Last Will and Testament of
PHYLLIS A. KOONS, late of East Pennsboro Township, County of Cumber-
land and Commonwealth of Pennsylvania, of the first part, hereinafter
called the Grantor,
-AND-
JONATHAN B. LEIBY, of the second part, hereinafter called the Grantee;
WHEREAS, the said Phyllis A. Koons became in her lifetime seised,
as of fee, of and in to a certain tract of land, together with the
improvements thereon erected, situate in the Township of East
pennsboro, County of Cumberland, and Commonwealth of Pennsylvania, and
more particularly described hereinafter; and being so thereof seised,
died on December 15, 2000, having first made her Last Will and Testa-
ment in writing dated January 29, 1998, duly probated and registered
in the Office of the Register of Wills of Cumberland County on January
10, 2001, wherein and whereby she appointed as Executor, the said
David H. Stone, to whom Letters Testamentary were duly issued by said
Register of Wills on January 10, 2001, wherein and whereby said
premises hereinafter described were not specifically devised, all as
-1-
in and by said Will and the records of said Register of Wills more
fully appears;
NOW THIS INDENTURE WITNESSETH, that the said Grantor, for and in
consideration of the sum of Fifty Thousand and NO/I00 ($50,000.00)
Dollars, which has been paid to him by the said Grantee at or before
the sealing and delivery hereof, receipt whereof is hereby acknowl-
edged, has granted, bargained, sold, aliened, released and confirmed,
and by these presents does grant, bargain, sell, alien, release and
confirm unto the said Grantee,
ALL THAT CERTAIN lot of land situate in the Township of East
Pennsboro, County of Cumberland, Commonwealth of Pennsylvania, more
particularly bounded and described as follows:
BEGINNING at a point in the center line of Possum Hollow Road, now
known as Creekside Drive, at line of lands formerly of Charles Bretz,
Jr., now of Craig and Twila A. Hawbaker, (said point erroneously set
forth in deed of prior record as being 38.63 feet measured in a
westerly direction along said line from the center line of S. Enola
Drive); thence by said center line of Possum Hollow Road South 70
degrees 06 minutes West 88.10 feet to a point; thence by line of lands
of Charles Bretz, Sr., North 16 degrees 45 minutes West 98.50 feet to
a point; thence by lands of Mrs. John Goodling North 67 degrees 00
minutes East 83.95 feet to a point; thence by lands of Charles Bretz,
Jr., South 19 degrees 16 minutes East 102.54 feet to a point in the
center line of Possum Hollow Road, the place of BEGINNING.
BEING Parcel No. 09-16-1050-090.
BEING the same premises which Roy J. Darr and Grace A. Darr, husband
and wife, by their deed dated August 22, 1961, and recorded August 23,
1961, in the Office of the Recorder of Deeds in and for Cumberland
-2-
County, Pennsylvania, in Deed Book H-20, Page 322, granted and con-
veyed unto Paul R. Koons and Phyllis A. Koons, husband and wife. Paul
R. Koons died February 19, 1979, thus vesting title in Phyllis A.
Koons by operation of law.
TOGETHER with all and singular the buildings, improvements, ways,
streets, alleys, passages, waters, water-courses, rights, liberties,
privileges, hereditaments and appurtenances whatsoever, thereunto
belonging or in any wise appertaining and the reversions and
remainders, rents, issues and profits thereof, and all the estate,
right, title, interest, property, claim and demand whatsoever of her,
the said Phyllis A. Koons, at and immediately before the time of her
decease, in law, equity, or otherwise howsoever, of, in, to or out of
the same.
TO HAVE AND TO HOLD the said lot or piece of ground above de-
scribed, with the buildings and improvements thereon erected,
hereditaments and premises hereby granted or mentioned, and intended
so to be, with the appurtenances unto the said Grantees, to and for
the only proper use and behoof of the said Grantees, forever.
And the said Grantor, for himself and his respective heirs,
executors and administrators, does covenant, promise and agree to and
with the said Grantees, their heirs and assigns, that he, the said
Grantor, has not heretofore done or committed any act, matter or thing
-3-
~
whatsoever whereby the premises hereby granted, or any part thereof,
is, are, shall or may be impeached, charged, or encumbered in title,
charge, estate or otherwise howsoever.
IN WITNESS WHEREOF, the said Grantor has hereunto set his hand
and seal the day and year first above written.
/!
ftI(/~/{/;', x:? f./'-ta )
Witness
(SEAL)
" xecutor of
J
the st Will and Testament of
PHYLLIS A. KOONS
COMMONWEALTH OF PENNSYLVANIA:
COUNTY OF ~~~
SS:
On this, the / c:, 'f/;'
day Of~ ' 2001, before me a Notary
officer, personally appeared DAVID H. STONE,
Public, the undersigned
Executor of the Last Will and Testament of PHYLLIS A. KOONS, known to
me or satisfactorily proven to be the person whose name is subscribed
to the within instrument, and acknowledged that he executed the same
for the purposes therein contained.
IN WITNESS WHEREOF, I have hereto set my hand and notarial seal.
,'7(n J f '7fJ. Vj~ u k,-,
Notary pubac
- 4 - r-~.' NOTAFlIAL SEAL
I /\'An 11. LUCKEY, NolaIy Public
I ~ Cumll9rland Bora. Cumberland Co.
. My Commllililan Exlllres MarI:h'D.llQlII
I~
I hereby certify that the precise address of the Grantee
is
Attorney for
-5-
Savings Bond Calculator
Page I of4
~
Instructions Close Window 112 ....... / I~ooo . 1"1
1...-
..-m
Series Denomination Serial Number Issue Date
~------~-
IEB()nds.. lllii!l $11})O~t::l I........................ [,./1
!:~
..
# Bonds Total Price Total Interest Total Value YTD In
--~----- ..
105 $48,700.00 $60,102.02 $108,802.02 $4,67
Issue Issue Interest Next Final
Serial Number Date Series Denom Price Interest Value Rate Accrual Maturit
---------- -- --
M201011621E 08/1976 E $1,000 $750.00 $3,466.40 $4,216.40 6.00% 02/2001 08/200
M103066941E 04/1974 E 1,000 750.00 3,724.00 4,474.00 4.00% 04/2001 04/200
C495068576E 02/1969 E 100 75.00 474.08 549.08 NA 02/199
X1356439EE 10/1987 EE 10,000 5,000.00 5,576.00 10,576.00 4.00% 04/2001 10/201
X1356438EE 10/1987 EE 10,000 5,000.00 5,576.00 10,576.00 4.00% 04/2001 10/201
V1047728EE 01/1987 EE 5,000 2,500.00 2,896.00 5,396.00 5.50% 01/2001 01/201
V1046428EE 01/1987 EE 5,000 2,500.00 2,896.00 5,396.00 5.50% 01/2001 01/201
V1046429EE 01/1987 EE 5,000 2,500.00 2,896.00 5,396.00 5.50% 01/2001 01/201
V1402900EE 02/1987 EE 5,000 2,500.00 2,896.00 5,396.00 5.50% 02/2001 02/201
. V1046427EE 01/1987 EE 5,000 2,500.00 2,896.00 5,396.00 5.50% 01/2001 01/201
V1047729EE 01/1987 EE 5,000 2,500.00 2,896.00 5,396.00 5.50% 01/2001 01/201
M22388757EE 03/1988 EE 1,000 500.00 536.80 1,036.80 4.00% 03/2001 03/201
M20844817EE 01/1987 EE 1,000 500.00 579.20 1,079.20 5.50% 01/2001 01/201
M13956898EE 03/1986 EE 1,000 500.00 748.40 1,248.40 4.00% 03/2001 03/201
M14489072EE 04/1986 EE 1,000 500.00 748.40 1,248.40 4.00% 04/2001 04/201
M13956897EE 03/1986 EE 1,000 500.00 748.40 1,248.40 4.00% 03/2001 03/201
M25235651EE 03/1988 EE 1,000 500.00 536.80 1,036.80 4.00% 03/2001 03/201
M25235652 EE 03/1988 EE 1,000 500.00 536.80 1,036.80 4.00% 03/2001 03/201
M 20844820EE 01/1987 EE 1,000 500.00 579.20 1,079.20 5.50% 01/2001 01/201
M15682112EE 04/1986 EE 1,000 500.00 748.40 1,248.40 4.00% 04/2001 04/201
M28235488EE 10/1988 EE 1,000 500.00 516.40 1,016.40 4.00% 04/2001 10/201
M43870264EE 02/1992 EE 1,000 500.00 326.80 826.80 6.00% 02/2001 02/202
M25235654EE 03/1988 EE 1,000 500.00 536.80 1,036.80 4.00% 03/2001 03/201
M20844821EE 01/1987 EE 1,000 500.00 579.20 1,079.20 5.50% 01/2001 01/201
M15682114EE 04/1986 EE 1,000 500.00 748.40 1,248.40 4.00% 04/2001 04/201
M13956896EE 03/1986 EE 1,000 500.00 748.40 1,248.40 4.00% 03/2001 03/201
M14489071EE 04/1986 EE 1,000 500.00 748.40 1,248.40 4.00% 04/2001 04/201
http://www . pub licdebt. treas. gov / serv let/SBCPrice
5/11/01
Savings Bond Calculator
Page 2 of 4
M28235489EE 10/1988 EE 1,000 500.00 516.40 1,016.40 4.00% 04/2001 10/201
M25235653EE 03/1988 EE 1,000 500.00 536.80 1,036.80 4.00% 03/2001 03/201
M43870265EE 02/1992 EE 1,000 500.00 326.80 826.80 6.00% 02/2001 02/202
M25235647EE 03/1988 EE 1,000 500.00 536.80 1,036.80 4.00% 03/2001 03/201
M20844819EE 01/1987 EE 1,000 500.00 579.20 1,079.20 5.50% 01/2001 01/201
M25235648EE 03/1988 EE 1,000 500.00 536.80 1,036.80 4.00% 03/200 I 03/20 I
M43870266EE 02/1992 EE 1,000 500.00 326.80 826.80 6.00% 02/2001 02/202
M43008549EE 04/1991 EE 1,000 500.00 376.80 876.80 6.00% 04/2001 04/202
M20844818EE 01/1987 EE 1,000 500.00 579.20 1,079.20 5.50% 01/2001 01/201
M43008550EE 04/1991 EE 1,000 500.00 376.80 876.80 6.00% 04/200 I 04/202
M25235650EE 03/1988 EE 1,000 500.00 536.80 1,036.80 4.00% 03/2001 03/201
M25235649EE 03/1988 EE 1,000 500.00 536.80 1,036.80 4.00% 03/2001 03/201
'::5' Ol"t D14354766EE 02/1987 EE 500 250.00 289.60 539.60 5.50% 02/2001 02/201
D29782887EE 02/1992 EE 500 250.00 163.40 413.40 6.00% 02/200 I 02/202
D21755512EE 02/1990 EE 500 250.00 215.20 465.20 6.00% 02/2001 02/202
DI9059664EE 10/1988 EE 500 250.00 258.20 508.20 4.00% 04/2001 10/201
D24084433EE 07/1989 EE 500 250.00 229.20 479.20 6.00% 01/2001 07/201
D29824321EE 04/1992 EE 500 250.00 163.40 413.40 6.00% 04/2001 04/202
D29824322EE 04/1992 EE 500 250.00 163.40 413.40 6.00% 04/2001 04/202
D24084432EE 07/1989 EE 500 250.00 229.20 479.20 6.00% 01/2001 07/201
D21755513EE 02/1990 EE 500 250.00 215.20 465.20 6.00% 02/200 I 02/202
D18001328EE 10/1988 EE 500 250.00 258.20 508.20 4.00% 04/2001 10/201
D 19059665EE 10/1988 EE 500 250.00 258.20 508.20 4.00% 04/2001 10/201
D6571903EE 10/1984 EE 500 250.00 425.60 675.60 5.32% 04/2001 10/201
D6571902EE 12/1984 EE 500 250.00 412.40 662.40 5.18% 06/2001 12/201
D19059666 EE 10/1988 EE 500 250.00 258.20 508.20 4.00% 04/2001 10/201
D29782886EE 02/1992 EE 500 250.00 163.40 413.40 6.00% 02/2001 02/202
D21755514EE 02/1990 EE 500 250.00 215.20 465.20 6.00% 02/200 I 02/202
o 16077268EE 04/1987 EE 500 250.00 289.60 539.60 5.50% 04/2001 04/201
D21755516EE 02/1990 EE 500 250.00 215.20 465.20 6.00% 02/2001 02/202
DI6176140EE 03/1988 EE 500 250.00 268.40 518.40 4.00% 03/200 I 03/20 I
D41330589EE 05/1994 EE 500 250.00 97.40 347.40 5.26% OS/2001 OS/202
R112776307EE 07/1994 EE 200 100.00 35.28 135.28 5.36% 01/2001 07/202
546574EE 10/1984 EE 200 170.24 270: 5.32% 04/2001 10/2
RI85 73EE 10/1984 EE 00 0.00 170.24/170.24 5.32% 04/2001 I 720
RI85465 E 10/1984 EE 200 100. 0 170.2 270.24 04/200 10/20
RI8546571E 10/1984 200 100.00 17 .24 270.24 04/2 01 10/2 I
RI8546575EE I 4 EE 200 100.00 0.24 270.24 5.32% o 2001 10/ I
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5/11/0 I
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RI8S46579EE 101. 4 200 100.00 0.24 270.24 5.32% 04/2001 101.
RI8546578EE 0/1984 200 10 .00 170. 270.24 5.32% 04/20 10/201
R18546577 10/1984 200 00.00 170.24 70.24 5.32% 04 001 10/201
RI8546 EE 10/1984 20 100.00 170.24 270. ~ 5.32'Y< 4/2001 10/201
R 46580EE 10/1984 :0 4 0 00 10/201
R127769371EE 10/1995 EE 200 100.00 24.80 124.80 5.41% 04/2001 10/202
R80157956EE 04/1992 EE 200 100.00 65.36 165.36 6.00% 04/2001 04/202
R127754661EE 10/1995 EE 200 100.00 24.80 124.80 5.41% 04/2001 10/202
Rl12776308EE 07/1994 EE 200 100.00 35.28 135.28 5.36% 01/2001 07/202
R13642323 7EE 09/1996 EE 200 100.00 18.80 118.80 5.15% 03/2001 09/202
R127769372EE 10/1995 EE 200 100.00 24.80 124.80 5.41% 04/2001 10/202
R127754662EE 10/1995 EE 200 100.00 24.80 124.80 5.41% 04/2001 10/202
RI8060746EE 12/1984 EE 200 100.00 164.96 264.96 5.18% 06/2001 12/201
C133558740EE 02/1987 EE 100 50.00 57.92 107.92 5.50% 02/2001 02/201
C480697392EE 07/1994 EE 100 50.00 17.64 67.64 5.36% 01/2001 07/202
--:}o (<t C142292081EE 06/1987 EE 100 50.00 57.88 107.88 5.20% 06/2001 06/201
C136198641EE 04/1987 EE 100 50.00 57.92 107.92 5.50% 04/2001 04/201
C118766877EE 05/1986 EE 100 50.00 74.84 124.84 4.00% OS/2001 OS/201
C75024412EE 08/1985 EE 100 50.00 77.32 127.32 4.00% 02/2001 08/201
C75024414EE 08/1985 EE 100 50.00 77.32 127.32 4.00% 02/2001 08/201
C337565341EE 04/1992 EE 100 50.00 32.68 82.68 6.00% 04/2001 04/202
C95019326EE 12/1985 EE 100 50.00 77.32 127.32 4.00% 06/2001 12/201
C308634937EE 04/1991 EE 100 50.00 37.68 87.68 6.00% 04/2001 04/202
C543946024EE 10/1995 EE 100 50.00 12.40 62.40 5.41% 04/2001 10/202
C544006032EE 10/1995 EE 100 50.00 12.40 62.40 5.41% 04/2001 10/202
C17127949 5EE 08/1988 EE 100 50.00 51.64 101.64 4.00% 02/2001 08/201
C308634938EE 04/1991 EE 100 50.00 37.68 87.68 6.00% 04/2001 04/202
C480697391EE 07/1994 EE 100 50.00 17.64 67.64 5.36% 01/2001 07/202
C74508612EE 03/1985 EE 100 50.00 79.88 129.88 4.00% 03/2001 03/201
C75438037EE 03/1985 EE 100 50.00 79.88 129.88 4.00% 03/2001 03/201
C361623208EE 07/1992 EE 100 50.00 30.24 80.24 6.00% 01/2001 07/202
C308634939EE 04/1991 EE 100 50.00 37.68 87.68 6.00% 04/2001 04/202
C171273060EE 10/1988 EE 100 50.00 51.64 101.64 4.00% 04/2001 10/201
C171279521EE 10/1988 EE 100 50.00 51.64 101.64 4.00% 04/2001 10/201
C75024415EE 09/1985 EE 100 50.00 77.32 127.32 4.00% 03/2001 09/201
Ll88478492EE 09/1985 EE 50 25.00 38.66 63.66 4.00% 03/2001 09/201
Ll87180860EE 09/1985 EE 50 25.00 38.66 63.66 4.00% 03/2001 09/201
Ll87180859EE 09/1985 EE 50 25.00 38.66 63.66 4.00% 03/2001 09/201
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Series
Denomination
Serial Number
Issue Date
IE~~()fl~_S~_ji
$1100 _ .:1
L ____/L__
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# Bonds Total Price Total Interest Total Value YTD In
.----.-- -~ -,-~-
11 $1,050.00 $1,726.92 $2,776.92 $108
Issue Interest Next Final
Serial Number Issue Date Series Denom PrIce Interest Value - Riie~ Accrual Maturit
._..~ -.--- ~-._-
C75024413EE 08/1985 EE $100 $50.00 $77.32 $127.32 4.00% 02/2001 08/201
R18546580EE 12/1984 EE 200 100.00 164.96 264.96 5.18% 06/2001 12/201
R18546579EE 12/1984 EE 200 100.00 164.96 264.96 5.18% 06/2001 12/201
R18546578EE 12/1984 EE 200 100.00 164.96 264.96 5.18% 06/2001 12/201
R18546577EE 12/1984 EE 200 100.00 164.96 264.96 5.18% 06/2001 12/201
R18546576EE 12/1984 EE 200 100.00 164.96 264.96 5.18% 06/2001 12/201
R18546575EE 12/1984 EE 200 100.00 164.96 264.96 5.18% 06/2001 12/201
R18546574EE 12/1984 EE 200 100.00 164.96 264.96 5.18% 06/2001 12/201
R18546573EE 12/1984 EE 200 100.00 164.96 264.96 5.18% 06/2001 12/201
R18546572EE 12/1984 EE 200 100.00 164.96 264.96 5.18% 06/2001 12/201
R18546571EE 12/1984 EE 200 100.00 164.96 264.96 5.18% 06/2001 12/201
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23 Creekside Dr.
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or
Charles or Thelma Bretz
December 1984
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23 Creekside Drive
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23 Creekside Dr.
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23 Creekside Drive
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02
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To Phyllis Koons ~..... I
23 Creekside Drive " " Q I
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23 CREEKSIDE DRIVE
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To
Phyllis A. Koons
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11B4-36- 7258 !
1990
02
Phyllis Koons
23 Creekside Drive
Eno1a, Penna. 17025
or
Thelma Heaps
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1994
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23 CREEKSIDE DR ;' "'"'f....r. '.,
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23 CREEKSIDE DRIVE
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1987
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23 Creekside Drive
'Enola, PA. 17025
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m Phyllis A. Koons
23 Creekside Dr.
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P.O. Box 7899
Philadelphia, PA 19101-7899
Mellon Bank
January 29,2001
Stone, LaFaver & Shekletski
Attorneys at Law
414 Bridge Street
POBox E
New Cumberland, P A 17070
Estate Of Phyllis Koons
Date of Death: 12/15/2000
SSN 184-36-7258
Dear SirIMadam:
In accordance with your request, the attached information sheet has been provided in the
above decedents name as of his/her date of death.
For IL or LC accounts, contact our Loan Department at 1-800-537-5591. For all other inquiries,
please call (215) 553-1585.
Sincerely,
.. ~;';),f.;;., ,-.kL
~lon Bank, NA
Deposit Support Services 199-5355
Page I of 2
.
@ Mellon Bank
Monday, January 29,2001
Account
Number Account Title
Phyllis Koons
302-106-2132
Date Opened: 07/20/1976
Principal Balint from Last
as of DOD Posting to DOD
$6,632.15 $0.81
Account Type: DO
Account Bal YTD Int to
as of DOD DOD
$6,632.96 $236.39
Page 2 of 2
FEB-12-2001 16:28
PNCBANK CIF DEPARTMENT
412 705 0057 P.01/03
GPNCBAN<
Decedent Reporting
Firstside Center
500 First Avenue, 4111 Floor
Pittsburgh. PA 15219-3128
ISCP
February 12,2001
Stone LaFaver & Shekletski
Attn: David H. Stope
414 Bridge Street
PO Box E
New Cumberland, P A 17070
RE: Estate of Phyllis Koons, Deceased
SSN: 184-36-7258
EIN: 25-6752475
000: 12/15/2000
Dear Mr. Stone:
Please find the date of death balances you have requested listed below.
CERTIFICATE OF DEPOSIT
#21001021981
Established 03/27/1985
PHYLLIS A KOONS
DANA HEAPS
000 Balance: $2,000.00 -t $22.72 accrued interest
#21001031677
Established 06/06/1987
PHYLLIS A KOONS
JOHNATHAN DARR HEAPS
ODD Balance: $2,000.00 + $2.41 accrued interest
Page 1 of3
A mem~r of Th~ PNC Financial Sc:rvi~ Group
PNC B~nk N.A. Pillsbur{J/1 PcnnWlv:Jnia 15265
FEB-12-2001 16:28
PNCBANK CIF DEPARTMENT
412 705 0057 P.02/03
0PNCBAN<
#21001031675
Established 02/27/1987
PHYLLIS A KOONS
MANDY HEAPS
000 Balance: $2,000.00 + $25.95 accrued interest
#21001031676
Established 06/06/1987
PHYLLIS A KOONS
THELMA A HEAPS
ROY K HEAPS
000 Balance: $2,038.71 + 43.38 accrued interest
#21001021980
Established 03/11/1985
PHYLLIS KOONS
ROY HEAPS
DOD Balance: 52,000.00 + $21.15 accrued interest
SAVINGS ACCOUNT
#5003156783
Established OS/25/2000
PHYLLIS KOONS
DOD Balance: $121,775.71 + $491.68 accrued interest
#5130123685
Established 12/05/1984
PHYLLIS KOONS
000 Balance: $5,571.86 + $4.08 accrued interest
Page 2 of3
A member of Th~ PNC Finant':i;,1 Services Group
PNC Bonk N.A. Pittsburgh Pcnnsvlvtlnia 1 S2Eif,
FEB-12-2001 16:29
PNCBANK CIF DEPARTMENT
412 705 0057 P.03/03
GPNCBAN<
Our oftlee only provides date of death balances for IRA's, CD's, Checking and
Savings accounts. We do NO Fmancial Transactions or Statement Orders. For
Furtber informadon please call1-80Q.4-BANKER or your local PNC Branch and
ask to speak with a Financial Services Representative.
Page 3 of3
A member of The PNC Financial Scrvil:tli Group
PNC Bank NA PittSOLJrgh Penns.ylvania 15265
TOTAL P. 03
!l allfirst
Allfirst Financial Center -'LA.,
Po. Box 900
Millsboro. DE ] 9966
January 30,2001
Stone LaFaver & Shekletski
Attomeys At Law
414 Bridge Street
P.O. Box E
New Cumberland, PA 17070
RE: Estate of Phyllis An!! Darr Koons
iI~\i:e oi Leaih: DCt:i.:ulDer 1"::-, 2QOO
Social Security Number: 184-36-7258
Dear Mr. Stone:
In response to your request, please be advised that at the time of death, the above-
named decedent did have on deposit with this bank the following account.
1. Account Type........................... Savings Account
Account Number....................... 8700490172299
Ownership (Names ofl.............. Phyllis Ann Darr Koons
Opening Date..... ......................01/01/68
Balance on Date ofDeath.........$371.80
Accrued Interest
$
.16
Total............. ...................... ....$371.96
This letter does not include any accounts in which the deceased may have been listed as power of attorney,
custodia.'1 of uniform transfers, repn"!'J.:'ntative payee, or ttustee under a written trust agreement.
For any additional information on these accounts, please contact our branch at:
213 Market Street
Harrisburg, PA 17101
Phone: (717) 255-2072
Sincerely,
(AaJ111J../ Ua{fLljlfh--
Charlene Warrington, Assistant III
(302) 934-2722
Commerce
t:1Bank..
:7
September 4, 2001
Stone Lafaver & Shekletski
Attorneys At Law
414 Bridge Street
POBox E
New Cumberland, PA 17070
RE: Estate of: Phyllis A Koons
Social Security #: 184-36-7258
Date of Death: December 15, 2000
Dear Sir/Madam:
In reference to the letter regarding the above mentioned
Estate, we would like to inform you of the information that
we have researched and found.
Type: Savings
Account #: 616159276
Date Opened: 9/25/97
Primary Owner: Phyllis A Koons
Power of Attorney: David H Stone
Date of Death Balance: $133,442.38
Accrued Interest: $289.62
If there are any questions or additional information that
is needed, please feel free to contact me at (717) 795-7118
ext. 3151.
Sincerely,
\ " ~ r\ '---,r-v--\
,.r,-,,<___'-* r' 1(<-'1'?,>
v
Wanda J. Morris
elF Associate
Commerce Bank, N.A.
P.O. Box 8599
100 Senate Avenue
Camp Hill, Pennsylvania 17001-8599
F~N"
Reference 10: 136459
First Union National Bank
Attn: Account Verifications
POBox 40028
Roanoke VA 24022-7313
February 7, 2001
STONE, LAFA VER & SHEKLETSKI
PO BOX E
NEW CUMBERLAND, PA 17070
SUBJECT: Verification I Confirmation of Account and Balance Information provided for:
PHYLLIS A KOONS (SSN# 184-36-7258)
Date of Death: December 15, 2000
DeDosit Account IDformation
Account
Type
Account
Number
Date of Death
Balance
Average
Balance.
Date
Opened
Maturity Interest Accrued YTO Date
Date Rate Interest Interest Paid Closed
SAVINGS
3069960288188
$1.133.77
12/1/1987
$0.53
$10.48
LEGAL TITLE: PHYLLIS A. KOONS
'" Due to system limitations, we can only provide a twelve month average balance on depository accounts.
'" Date of death balance does not include accrued interest.
'" If date of death occurrs on a weekend or a holiday, date of death balance does not include any transactions that were
made during that time period.
J
Sign ture of Depository Representative
February 7. 2001
Date
Julia Sorrells
Depository Representative
Servicenter Associate
Title
(540)563-7323
Phone Number
sss;tkw
~O'032
~IWaYRqint
LOOK FOR US, WE'LL GET YOU THERE.
JANUARY 17,2001
STONE LAP AVER & SIlEKLETSKI
414 BRIDGE ST POST OFFICE BOX E
NEW CUMBERLAND P A 17070
The information which you requested on the PHYLLIS A KOONS DECEASED
(Social Security Number 184-36-7258) is as follows.
Account Number(s) 100027578
Class of Account SAVINGS
Date Opened 010171
Princi pal Balance 328.71
Accrued Interest .24
Balance at Date of Death 328.95
Account Ownership SOLE
Name of Joint Owner, if any GRACE A DARR
Date Ownership Was Established 010171
Additional Information Requested PLEASE COMPLETE W-9
Siocerely,
~/f:/ ~1lv'v
Kathy L. Iya.ng 0
8enior ~03S REp.
P.O. Box 1711. HARRISBURG, PENNSYLVANIA 17105-1711
Toll Free J-B66-WAYPOINT (I-B66-929-7646) . www.waypointbank.com
Metropolitan Lite Insurance Company
Annuity Administration Operations
12902 East 51st Street, PO Box 22053
Tulsa, OK 74121-2053
MetLife
RE 000704784RB
Phyllis Koons, deceased
DAVID STONE ATTY
414 BRIDGE ST
NEW CUMBERLAND PA 17070
Dear Mr. Stone:
Thank you for notifying us of the death of our payee, Phyllis Koons. On
behalf of MetLife, please accept my condolences.
For us to pay the death proceeds on the above listed contract, please send
us the following:
1. The Contract or completed Lost Contract/Certificate Affidavit
2. A copy of the death certificate.
3. A claimant's statement filled out by the beneficiary Thelma
Heaps. If Thelma is not living the contingent beneficiary is Roy
Heaps.
The date of death value on the above contract is $1,783.43. Upon receipt
of the above information, we will process the claim. If you have any
questions or concerns, please contact our Customer Service Center at
(800) 635-7775.
Sincerely
lIidMia ~eet4te44
Victoria Heustess
Annuity Benefits
October 11, 2001
tOMMONWEALTH LAND TITLE INSURANCE COMPANY
A. Settlement Statement
B. Type of Loan
l.[]FHA 2.(]FmHA 3.(]Conv.Unins.
4. {]VA 5. [X]Conv. Ins.
e.Note: This form is furnished to give
shown. Items marked II (p.o.c)" were paid
the totals.
D.Name and Address of Borrower
Jonathan B. Leiby
I 6.File Number
I
you a statement of actual settlement costs. Amounts paid to and by the settlement agent are
outside the closing; they are shown here for informational purposes and are not included in
U.S. Department of Housing and Urban Development
OMS No. 2502-0265
Title Insurance No.D304614CP
!7.Loan Number
I 615883786
la.Mortgage Insurance Case No.
I
IE.Name and Address of Seller
I David H. Stone, Executor of the Estate
I of Phyllis A. Koons, deceased
I
I
I
I
G.Property Location
23 Creekside Drive
Enola, PA 17025
East Pennsboro Township,
CUmberland County. PA
J. SUMMARY OF BORROWER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER:
lOI.Contract sales price
102.Personal property
103.Settlement charges to borrower (line 1400)
50000.00
3424.64
IF.Name and Address of Lender
First United Mortgage Services, Inc.
4931 Carlisle Pike
Mechanicsburg, PA 17050
H.Settlement Agent
COMMONWEALTH LAND TITLE INSURANCE COMPANY
place of Settlement
17 SOUTH MARKET SQ. SUITE 2-A,
HARRISBURG, PA 17101
Linda K. Trively LKT
K. SUMMARY OF SELLER'S TRANSACTION
400. GROSS AMOUNT DUE TO SELLER
401.Contract sales price
402.Personal property
403.
jI.Settlement Date
July 17, 2001
50000.00
79.77
Adiustments for items paid bv seller in advance
106 . City/town taxes 07/17/01 to 12/31/01
107 . County taxes to
108. SCHOOL TAX 07/17101 to 06/30/02
109.REFUSE/SEWER 07/17/01 to 09/30/01
79.77
645.09
71.18
Adiustments for items paid by seller in advance
406.City/town taxes 07/17/01 to 12/31/01
407. County taxes to
408 . SCHOOL TAX 07/17/01 to 06/30/02
409.REFUSE/SEWER 07/17/01 to 09/30/01
645.09
71.18
120. GROSS AMOUNT DUE
FROM BORROWER
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER
201.Deposit of earnest money
202.Principal amount of new loan(s)
203.Existing loan(s)
206.
54220.68
5000.00
47500.00
420. GROSS AMOUNT DUE
TO SELLER
500. REDUCTIONS IN AMOUNT DUE TO SELLER
501.Excess Deposit (see instructions)
502.Settlement charges to seller (line 1400)
503.Existing loan(s)
S06.Deposit or earnest money with seller
50796.04
2663.08
5000.00
Adlustments for items unpaid by seller
210.City/town taxes
211.County taxes
to
to
Adlustments for items unpaid bv seller
510.City/town taxes to
SII.County taxes to
220. TOTAL PAID BY/FOR
BORROWER
300. TOTAL AT SETTLEMENT FROM/TO BORROWER
301.Gross amount due from borrower (line 120)
302.Less amounts paid by/for borrower (line 220)
303. CASH
([XX] FROM) (( ] TO) BORROWER
52500.00
54220.68
52500.00
1,120.68
520. TOTAL REDUCTION AMOUNT
DUE SELLER
600. CASH AT SETTLEMENT TO/FROM SELLER
601.Gross amount due to seller (line 420)
602.Less reductions in amount due seller (line 520)
603. CASH
([XX] TO) ([
7663.08
50796.04
7663.08
FROM) SELLER
43,132.96
FORM 911 (4-88)
HOD-l (3-86) RESPA, HB4205-2
D304614CP
L. SETTLEMENT CHARGES
Paqe 2 of Form Approved OMB No.
PAID FROM
BORROWER'S
FUNDS AT
SETTLEMENT
701.$
702.$
700. TOTAL SALES/BROKER'S COMMISSION based on price $ 50000.00 @
Division of commission(line 7001 as follows:
3.00\ '"
1500.00 to Claude wolfe & Associates
to
703.Commission Paid at Settlement
704.$
BOO. ITEMS PAYABLE IN
BOl.Loan Origination Fee
B02.Loan Discount
to
CONNECTION WITH
1.37 \
1.62 \
B03.Appraisal Fee
B04.Credit Report
BOS.Lender's Inspection Fee
BOB.Administrative Fee
B09.Document Prep. Fee
B1D.OVernight Mail Fee
811. Flood Fee
LOAN
to First United Mortgage Services, Inc.
to Interfirst, A Division of ASN AMRO
to First United Mortgage Services, Inc.
to First United Mortgage Services, Inc.
Interfirst, a Division of ASN AMRO
First United Mortgage Services, Inc.
First United Mortgage Services, Inc.
First United Mortgage Services, Inc.
1500.00
[POC $225.00]
[POC $45. OOl
653.13
771.88
275.00
175.00
29.00
10.00
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901.Interest from 07/17/01 to 08/01/01 @$ 7.92 /day
901.1 Interest from to @$ /day
902.Mortgage Insurance Premium for mo. to First United Mortgage Services, Inc.
903.Hazard Insurance Premium for yrs.to First United Mortgage Services, Inc.
118. BO
3a.34
1000.RESERVES DEPOSITED WITIl LENDER
10Ol.Hazard insurance 2 mo.@$ 19.17 per mo.
1002.Mortgage insurance mo.@$ 22.17 per mo.
1003.City property taxes mo.@$ per mo.
1004.County property taxes 6 mo.@$ 14.53 per mo.
100S.SCHOOL TAXES 1 mo.@$ 56.3a per mo.
100a.Aggregate Accounting Adjustment
B7.18
56.38
-91.82
1100. TITLE CHARGES
1101.Settlement or closing fee
1102.Abstract or title search
1103.Title examination
1104.Title insurance binder
1106.Notary Fee
{includes above items No.:
1108.Title Insurance
(includes above items No. :
1109.Lender's coverage
1110.0wner's coverage
$
$
ll12.ENDORSEMENT PA 100 - CO.
1113.ENDORSEMENT PA 300
1114.ENDORSEMENT PA 900 (ALTA a.ll
1115.EXPRESS MAIL
to
to
to
to
to Linda K. Trively
)
to COMMONWEALTH LAND
1101 - 1104)
47500.00
50000.00
to COMMONWEALTH LAND TITLE
to COMMONWEALTH LAND TITLE
to COMMONWEALTH LAND TITLE
to COMMONWEALTH LAND TITLE
TITLE
15.00
2502-0265
PAID FROM
SELLER'S
FUNDS AT
SETTLEMENT
1500.00
1****************1**************
52a.7S
1****************1**************
1****************1**************
1****************1**************
50.00
50.00
50.00
15.00
1200. GOVERNMENT RECORDING AND
1201.Recording fees:
1202.City/county tax/stamps:
1203.State tax/stamps
1204.RECORDING/Assignment
Deed $
Deed $
Deed $
TRANSFER CHARGES
29.50 Mortgage $
500.00 Mortgage $
500.00 Mortgage $
47.50
Releases $
1300. ADDITIONAL SETTLEMENT CHARGES
1303.2001/2002 School Taxes to Jane E. Biddle, Tax Collector
l400.TOTAL SETTLEMENT CHARGES (entered
FORM 912 (4-88)
on lines 103. SECTION J AND 502. Section K)
See page 3 for certification and signatures
77 .00
500.00
16.00
3.424.64
500.00
663.08
2.663.08
.
Page 3 of Form Approved OMS No. 2502-0265
Title Application No: D304614CP
CERTIFICATION
I direct and authorize the Company to make the distributions indicated for my account on the attached HOD-I Settlement
Statement, recognizing that the Company is not responsible for the accuracy or validity of disbursement amounts or the
completeness of disclosure of charges made by others. Disbursements made hereunder are guaranteed by the Company. Funds
deposited with the Company in connection with the settlement are not held in trust, and interest or other valuable
consideration may be earned and retained by the Company on such settlement funds
~~:ved a
/"
I have carefully reviewed the HUD-I Settlement Statement and to
accurate statement of all receipts and disbursements made on my
copy of the HUD-l Settlement Statement.
/~>
~
the best of my knowledge
account or by me in this
and belief, it is a true and
transaction. I further certify
Borrowers
~1
o '4'oj
0, ~
~ \
~ P-'Y'W~-~ ;;'6 ~t..
? ' <t 1'\"'1/(,. <I:~-./.
Address
Address
I have prepared is
in accordance with
a true and accurate account of this transaction.
I have caused or
this statement.
Date
7//01
I
WARNING: It is a crime to make false statements to the United States on this or any other similar form.
Penalties upon conviction can include a fine and imprisonment. For details see: Title 18 U.S. Code Section 1001 and
Section 1010.
Form 471 (Rev. 11/87)
Glenda Farner Strasbaugh
Register of Wills
and
Clerk of Orphans' Court
Marjorie A. Wevodau
First Deputy
Kirk S. Sohonage, Esq
Solicitor
Register of Wills and Clerk of the Orphans' Court
County of Cumberland
One Courthouse Square
Carlisle, PA 17013
(717) 240-6345
FAX (717)240-7797
INVOICE
Bill To:
InvoiceNo:
Invoice Date:
Estate of:
Estate No:
429
6/29/2005
Phvllis A. Koons
21-01-0048
DAVID HSTONE
414 BRIDGE ST
,k
NEW CUMBERLAND, PA 17070
4.00
Total
$4.00
Qty
1
Fee Description
Short Certificates
Fee
Total:
$4.00
Checks should be made payable to the Register of Wills. Terms: Net 30.
Please retum one copy of this invoice with your payment. Thank you.
Blare of Phyllis A. Koons
also known as phyllis D. Koons
PE:TITION FOR PROBATE and GRANT OF LETTERS
0>\ - 01- 46
No.
To:
Register of Wills for the
_ Deceased. County of rt lmhPr 1 rinn in the
Social Securiry No. 184-16- 7258 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who islmre 18 years of age or older an the executor
in the last will of the above decedrnt, dated January 29
and codicil(s) dated
named
, 19 98
(state relevant circumstances, c.g. renunciatti"n. l2~~Rh 01 ~xecutor, etc.)
Decendent was domiciled at death in Cl]mberlanp..._~ 0.. County, Pennsylvania, with
h~r last family or principal residence at 175 Claremont Drive, Middlesex Township,
Cumberlan~ County, Pennsylvania .
(list street, number and muncipality)
D~cer!dent, then 80 years of age, died December 15 ,~ 2000
at rl rlremont Nursinq & Rehab, Middlesex Two.. Cun.1Qerland County, PA .
Except as follows, decedent did not marry, was not divorced ~nd did not have a child born or adopted
after execution of the will offered for probate; was not the vi[,~a~: (;f 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 cionliciled in Pa.) Personal property in Pennsylvania:
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: 23 Creekside
$250.000.00
$
$
$ 25,000.00
Dr ., East Pennsboro Twp., Cumber land County, PA
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codiciI(s)
presented herewith and the grant of letters testrlTTlPntriry
(testamentarY; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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414 Bridge street
New Cumberland, PA
17070
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA } S8
COUNTY OF nThffirnT.A~
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-
tarive(s) of the above decedent petitioner(s) will ell an y admi ste the estate according to law.
affirmed and subscribed
10TH day of
X~2U01
.,,-J
Cf)
00'
::
~
~
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2
Register
l~-~ot-(
No. 21 - 01 - 48
Estate of Phyllis A. Koons, a/k/a Phvllj~ D. Koons
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW JANUARY 10, .~ 2001, 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 January 29, 1998
described therein be admitted to probate and filed of record as the last will of Phvllis A. Koons
a/k/a Phyllis D. Koons
and Letters Testamentarv
are hereby granted to David H. Stone
Lfrf~(!.ik~~.
~..", ,/ (<=~:i~IS - ..
~/,))~,~~
David H. Stone #39785
AlTORNEY (Sup. Ct. 1.0. No.)
414 Bridge st., New CUmberland, PA 17070
ADDRESS
FEES
Probate, Letters, Etc. .........
Short Certificates( 1 ~ . . . . . . . . . .
Renunciation ................
X-Pages
JCP
$ 270.00
$ 30.00
$
~.uu
$ S.OO
TOTAL _ $ .314.00
JANUARY 10, 2001
..... ........ .... ............. .....
(717) 774-7435
Filed
PHONE
Mailed letters to attorney on 1-10-01
ih lS is to certify that the infornlation here given is correctly copied ft'om an original c~rtificate of death du:)~ flIed with me as
I . Co '11 b Lo""varded to the Stat e Vital Records Office for pernlanent tIlIng.
I.ocal Registrar. The origina certlIlCate Wi e II ~ ~
WARNING: It is illegal to duplicate this copy by photostat or photograph.
No.
"",11111""",//"-,,
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II'. ~ \.. t' --------.. l:1( 4' '-:..
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---',:<!MENl \\~ ~ fll~\.1
"'""/'J///////1IIJIJIJJ' I
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Local Registrar
Fee for this certificate, 52.00
P 7021910
ore 1 b 2000_
Date
c3 An. :lJI7
COMMONWEALTH OF PEN"SYLVANIA · OEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
HAM( OF DECeDENT IF.., ModrlIe. U...
,.
AGE 4\.'" ~
l1.i.../.J D.
sex
t.- e.male
STAfE fU MlM8EA
SOCIAL seCURITY NUMBER
J.184 - 36 -7258
DAlE OF DEATH ,Monf\. O'y.......,
~ toy end PUCE OF DERH lCNdo friV.... - .... ""'ocloOf~ Ilf' Qlher ...
SIIIe ar Fareogn CounIrvl HOSPITAl.: OTHER:
.dInt 0 E~ 0 D04 0 N\nIng JlC1
7.cnola, rpa ... HarM ~
FACIlITY NAME (II nollnll'Ulon. ~ sire<< IIlCI number.
c. Dee 15, 2000
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,
!NFOMWn'S NAMI (TypeIPm)
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MOTtiE...S NAME IF.... Modele. M8ldIn Surname)
MARITAl. STATUS. M-*I
"-Murled. ~.
0IY0rced (SpecIfy)
14. W.i...dow II
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1NF0000000S MAlUNO AODAESSCSlr....~. St8Ie.l1p Code)
. 69 Ba~~en/.J V.i...lla eLane, 7<oanoke., Va
PlACE OF DISPOSmON. N_ or Cemetery, Cr_lory lOC.cnoH . CiIy(Town. St.... Co Code
ar 01'* PIKe
Hill rpa
~ATI CAUSIIF....
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DUE 10 COR AS ACONSEOUENCE OF):
2t.
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11nl__~
: oneM end dedi
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PART II:
~~.. CIDftdIIIoM
..:11...........10 immadIaIe
-.ii-. ,.... UNDIM.YINQ
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--.........., ..,.,....
.'..-no.,..... LAST
lb.
c.
d
DUE 10 COR AS A CONSEQUENCE OF):
DUE 'IOCCA AS ACONSEOUENCE Of):
~VMS AN AUTOPSY W(AE AUlOPSY 'INOINOS MANNER OF DEATH
="AFOAMEO'r ""1LA8lE PNOA 10
- COMP\.nlON OF CAuse fit 0
OF DEATH? Natural HomIdda
-- AcCldenI 0 Pendng llwestlgallon 0
-- 0 No~ ....0 No 0 SuIcIde 0 Could IlOI be detennlMd 0
DATe OF INJURY
IMonIh 0.,. -...
TIME OF INJURY
INJURY /(f 'NOAK? DESCRIBE HOW INJURY OCCURR€O.
'1ft 0 No 0
... M.
PlACE OF INJURY. AI '-. 1_, ...... IKlory. ofIlc.
building. ale. eScleolv)
... 21b. 21. JOe.
a"'.IfA.Ct-ecll oroiy <.'f'f'1
oaATWYING PHVSICIAN CF'hy1lCoan cerlolyong c:auM 01 dnIh whar anolher ~.., has prOl'OunCed ..... ana cClfftClleled Item 231
T. ... ..... of III. llnowtedge. de.... oeeurrad due Iolhe c_(s) IInch"a~' .. .latlld. . . . , . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . .
~
.PAONQUNCJNO AND CERTI'VING PHYSICIAN~1lII\1loIh Pfor>our'C"'O oealh oIodcefklylnqlOcauwol MaiN
I r........ of "'Y k__...,.. d..'" occurred...... ....... de,.. IInd plec., IInd due 10.... ClluH(.) IIIICI ","nner.. .ellllld.. . . . . . . . . . . . . . . . . . . . . . . . .
.~ ..000Al fXAMINEA/CORONER K e.nn e.th 7? /I a~m
On",- b..I. o1..aminatlon anctlOf Inva.Ugallon.ln my opinion. dnlh occurred al Ihe lima. dale, and place. and due to lh. CIIUI.CS) and
)," Man_ aa alatlld.. . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . , , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 0 32.1 83 0 ~ 0 0 d Hop e 7< d., En 0 1 a , <P a
-l RE~RS SIGN~O ~ DATE FllEDfMOfflh Day ....all
" .. At'..rlr/ ( t.~~~ ~/dl/L(I >>t7~.. /C ~t:;ffd
/6-c:2c://- r;
'\, . BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
'DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
l)2 Hl-l< 29
n .-1 .~ .-.)
~' .) .. ,..~~ L~
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
*'
REY-U07 EX AFP (01-02)
04-08-2002
KOONS
12-15-2000
21 01-0048
CUMBERLAND
101
PHYLLIS
A
\'.'
PA~Ul~07;0
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV: i 6"ifj-ix--AFP--foi-:02i-------...--iNifERI'T-ANc'E-- TAX--STAfEM'E-tiT-ifF-AC-couiff--...---------------- -- ---
ESTATE OF KOONS PHYLLIS A FILE NO.21 01-0048 ACN 101 DATE 04-08-2002
THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW
IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-11-2002
P R I NC I PAL TAX DUE: ...........................................................................................................................................................................................................................
PAYMENTS (TAX CREDITS):
37,847.99
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
03-15-2001 AA478155 1,892.40 45,000.00
03-22-2002 REFUND .00 9,044.41-
TOTAL TAX CREDIT 37,847.99
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
II IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR),
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
c /6-02C;/- 7'
BUREAU OF INDIVIDUAL TAXES
'," INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG I PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
Fit:.
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
03-18-2002
KOONS
12-15-2000
21 01-0048
CUMBERLAND
101
DAVID H STONE ESQ
STONE ETAL
414 BRIDGE ST
NEW CUMBERLAND
.02 APR-1
:01
*'
REY-15li7 EX iFP (01-02>
PHYLLIS
A
l~,~-l
PA~um170
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-Y-=is4"j-Ex--AFP--col-:02i--NOy-iCE--oF-i-NHEifiTAiicE-Y-A)rA-PPRjrisEMENT~--ALi-owAircE-oR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF KOONS PHYLLIS A FILE NO. 21 01-0048 ACN 101 DATE 03-18-2002
TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
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:
1S. Allount of Line 14 at Spousal rate (lS)
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
.00 X 045 = .00
16,275.76 X 12 = 1,953.09
239,299.33 X 15 = 35,894.90
(19)= 37,847.99
(1)
(2)
(3)
(4)
(S)
(6)
(7)
50,000.00
647.48
.00
.00
270,728.94
58,694.66
1,783.43
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. Charitab1e/Governllenta1 Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
(9)
(10)
118,271.96
8,007.44
(11)
(12)
(13)
(14)
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this forll with your
tax paYllent.
(8)
381,854.51
126.279 40
255,575.11
.00
255,575.11
. '" .,,_n' Kt:l,;t:~""1 I (+J AMOUNT PAID
DATE NUMBER I INTEREST/PEN PAID (-)
03-15-2001 AA478155 1,892.40 45,000.00
TOTAL TAX CREDIT 46,892.40
BALANCE OF TAX DUE 9,044.41CR
INTEREST AND PEN. .00
TOTAL DUE 9,044.41CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDITIIII (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
est\rel\KOONSrelease
,il
i
IN RE: ESTATE OF PHYLLIS A. KOONS,:
a/k/a PHYLLIS D. KOONS,
LATE OF THE TOWNSHIP OF
MIDDLESEX, CUMBERLAND
COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0048
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that THELMA HEAPS, by her
attorney-in-fact, ROY HEAPS, being one of the beneficiaries under the
will of PHYLLIS A. KOONS, a/k/a PHYLLIS D. KOONS, do hereby acknowl-
edge that I have received all sums of money and property due me by
virtue of the death of Phyllis A. Koons, a/k/a Phyllis D. Koons, in
full satisfaction and settlement of all of my rights and claims under
her estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
lurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
est\rel\KOONSrelease
IN RE: ESTATE OF PHYLLIS A. KOONS,:
a/k/a PHYLLIS D. KOONS,
LATE OF THE TOWNSHIP OF
MIDDLESEX, CUMBERLAND
COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0048
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, JONATHAN DARR HEAPS,
being one of the beneficiaries under the will of PHYLLIS A. KOONS,
a/k/a PHYLLIS D. KOONS, do hereby acknowledge that I have received all
sums of money and property due me by virtue of the death of Phyllis A.
Koons, a/k/a Phyllis D. Koons, in full satisfaction and settlement of
all of my rights and claims under her estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
AND THEREFORE, I, JONATHAN DARR HEAPS, do by these presents,
remise, release, quitclaim and forever discharge the Executor, his
heirs, successors and assigns, from the acts of the Executor as afore-
said, and of and from all actions, suits, payments, accounts, reckon-
ings, claims, and demands whatsoever, for or by reason thereof, or a0Y
other act, matter, cause or thing whatsgever, and I do hereby consent
to the discharge of the said Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the
g-",{ day of ~/y
\.,/A ~'Q~~~
Fss
, 2002.
~~~~ ~
/' JONATHAN DARR HEAPS -"
COMMONWEALTH OF VIRGINIA
SS:
COUNT:nO:his, the ~ daY.~JI OOj~ , 2002, before
me a Notary Public, the under::g::O::::::O, personally appeared
JONATHAN DARR HEAPS, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument and acknowl-
edged that he executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have
hand and
the day
and year first above written.
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IN RE: ESTATE OF PHYLLIS A. KOONS,:
a/k/a PHYLLIS D. KOONS,
LATE OF THE TOWNSHIP OF
MIDDLESEX, CUMBERLAND
COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0048
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, DANA HEAPS, being one of
the beneficiaries under the will of PHYLLIS A. KOONS, a/k/a PHYLLIS D.
KOONS, do hereby acknowledge that I have received all sums of money
and property due me by virtue of the death of Phyllis A. Koons, a/k/a
Phyllis D. Koons, in full satisfaction and settlement of all of my
rights and claims under her estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Cornmon Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to examine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Cornmon Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
I-
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AND THEREFORE, I, DANA HEAPS, do by these presents, remise,
release, quitclaim and forever discharge the Executor, his heirs,
successors and assigns, from the acts of the Executor as aforesaid,
and of and from all actions, suits, payments, accounts, reckonings,
claims, and demands whatsoever, for or by reason thereof, or any other
act, matter, cause or thing whatsoever, and I do hereby consent to the
discharge of the said Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the
8
day of
, 2002.
~4
DANA HEAPS ..
COMMONWEALTH OF VIRGINIA
SS:
COUNTY OF
On this,
theL
day
, 2002, before
me a Notary Public, the undersig
personally appeared DANA
HEAPS, known to me (or satisfactorily proven) to be the person whose
name is subscribed to the within instrument and acknowledged that she
executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have
my hand and seal the day
and year first above written.
-2-
est\rel\KOONSrelease
IN RE: ESTATE OF PHYLLIS A. KOONS,:
a/k/a PHYLLIS D. KOONS,
LATE OF THE TOWNSHIP OF
MIDDLESEX, CUMBERLAND
COUNTY, PENNSYLVANIA
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-01-0048
RECEIPT, RELEASE AND WAIVER OF ACCOUNTING
KNOW ALL MEN BY THESE PRESENTS, that I, MANDIE HEAPS BENGE, being
one of the beneficiaries under the will of PHYLLIS A. KOONS, a/k/a
PHYLLIS D. KOONS, do hereby acknowledge that I have received all sums
of money and property due me by virtue of the death of Phyllis A.
Koons, a/k/a Phyllis D. Koons, in full satisfaction and settlement of
all of my rights and claims under her estate.
I further declare, intending to be legally bound, that I hereby
waive my right to require the filing of a First and Final Account and
Proposed Schedule of Distribution in any Court of Common Pleas having
jurisdiction over the same, and I acknowledge that I have had an
opportunity to exarnine copies of the books and records of the said
estate, and I agree to the final distribution of the estate without
further formalities, and with the same force and effect as if a First
and Final Account and Proposed Distribution had been filed in a Court
of Common Pleas of Pennsylvania having jurisdiction over the same and
duly audited and confirmed.
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AND THEREFORE, I, MANDIE HEAPS BENGE, do by these presents,
remise, release, quitclaim and forever discharge the Executor, his
heirs, successors and assigns, from the acts of the Executor as afore-
said, and of and from all actions, suits, payments, accounts, reckon-
ings, claims, and demands whatsoever, for or by reason thereof, or any
other act, matter, cause or thing whatsoever, and I do hereby consent
to the discharge of the said Executor.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the
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4f/~~~d//
Wltness j
J~ I" day of
, 2002.
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. ;/tfltdx II .~
MANDIE HEAPS BENG
STATE OF MARYLAND
SS:
COUNTY OF
~
On this, the 1& -If) day of "" }u1j , 2002, before
me a Notary Public, the undersigned officer, personally appeared
MANDIE HEAPS BENGE, known to me (or satisfactorily proven) to be the
person whose name is subscribed to the within instrument and acknowl-
edged that she executed the same for the purposes therein contained.
IN WITNESS WHEREOF, I have hereunto set my hand and seal the day
and year first above written.
l/
;)bt- I /~7~ /J~
~/ Notary Public
/ €;p,: :}. /1'1/
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STATUS REPORT UNDER RULE 6.12
Name of Decedent: Phyllis A. Koons
Date of Death: December 15, 2001
Will No.
21-01-0048
To the Register:
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 ~ No
2. If the answer is No, state when the personal
representative reasonably believes that the administration
will be complete:
3. If the answer to No. 1 is Yes, state the following:
(a) Did the personal representative file a final
account with the Court? Yes No X
(b) The separate Orphans' Court No.
the personal representative's account is:
(if any) for
N/A
(c) Did the personal representative state an account
informally to the parties in interest? Yes~ No
Date:
(d) Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed
with the Clerk of the Orphans' Court and.1Y e attached
to this report. _'I
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414 Brlage Street
New Cumberland, PA 17070
717-774-7435
Capacity:
Personal Representative
X
Counsel for Personal
Representative
---
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717) 240-6345
". ..
Date: 11/05/2002
DAVID H STONE
414 BRIDGE STREET
NEW CUMBERLAND, PA 17070
RE: Estate of KOONS PHYLLIS A
File Number: 2001-00048
Dear Sir/Madam:
It has come to my attention that you have not filed the Status
Report by Personal Representative (Rule 6.12) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO.
103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after
July 1, 1992, the personal representative or his counsel, within two
(2) years of the decedent's death, shall file with the Register of
Wills a Status Report of completed or uncompleted administration.
This filing will become delinquent on: 12/15/2002
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
MARY C. LEWIS
REGISTER OF WILLS
cc: .j File
Counsel
Judge
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
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55:
David H. Storie,
being duly
sworn
is the Executor
according to raw, deposes and says that he
of the Estate of Phyllis A. Koons
late of ---MiddleJ3_ex--T.ownsh4L______ , Cumberland County. Pa.. deceased and that the
.th.. . t d b David H. Stone, th.d Executor
WI In IS an ,"ven ory ma e y _, e sal
of the entire estate of said decedent, consisting of all the personal prop~rty and real esta.... except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the lnve tory represent it's fair value
as of the date of decedent's death. j'
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and subscribed before me,
19
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414 Bridqe Street
New Cumberland, PA 17070
J
Address
Date of Death
15
12
2000
Day
Month
Year
INSTRUCTIONS
r. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
3. Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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Inventory of the real and personal estate of
Phyllis A. Koons
deceased
Inventory
Estate of Phyllis A. KOons
Fvam 12/15/00 To 10/18/01
Description
Accrued Interest
Cash on Hand
Cash on hand
Checking Accounts
Mellon Bank-Checking Acct.
0.81
Savings Accounts
"A J l.fi.rst -Savings Acct.
"- ..,,,.
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Camerce Bank-Savings Acct.
289.62
First Union National Bank
0.53
PNC Bank-Savings Acct. #5003156783
PNC Bank-Savings Acct. #5130123685
491.68
4.08
WaYPJint Bank-Savings Acct.
0.24
Federal Notes and Bonds
EE $500 US Savings Bond
EE $100 US Savings Bond
Residences
23 CXc21:cide IZ., Enole: property
Misc. Personal Property
Miscellaneous personal property
Reflli1ds
Cumberland County-oveIpayrreI1t
u. S. Treasury-tax relief refund
Value
371.96
133,732.00
1,134.30
122,267.39
5,575.94
328.95
539.60
107.88
240.00
300.00
Total
45 44
6,632 96
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