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Home My WebLink About01-0054 /b -~ol -f<.j . . COMMONWEALTH OF REV-1500 OFFICIAL USE ONLY G PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX. RETURN FILE NUMBER DEPT. 280601 RESIDENT DECEDENT 2 1 _ 0 1 5 4 HARRISBURG, PA 17128-0601 -- ----- COWl'< COIlE YEAR ,.,.,.. DECEDENTS NAME (lAST, FIRST. AND MIDDLE INITIAl.) SOC~SECURITYNUMBER I- Aubrv. Robert S. z 161-24-1446 W DATE Of DEATH (MM-DD-YEAR) \lATE Of BIRTH (MM-DD- YEAR) THIS RETURN MUST BE FILED IN DUPUCATE WITH THE C W 12-15-2000 8-26-1922 REGISTER OF WILLS U w (IF APPLICABLE) SURVMNG SPCUSE'S NME (LAST, FIRST, AND MIDDLE INITIAl.) SOC~ SECURITY NUMBER C w 1ZI 1. Original Relurn 0 2. Supplemental Return o 3. RemainderReturn(dateofdeaC/l~to12-1H2) ..., ::.:::~(I) o 4. Umited Estate 0 48. Future Interest Compromise (dale of ~after 12-12-82) 1ZI 5. Federal Estate Tax Return Required ,,"'''' wo.." 0 :tOO 1ZI 6. Decedent Died Testate (Attach copy of W~ 7. Decedent Wainlained a Uving Trust (AllaChCtVfolTnBl) ~ 8. Tob> Number of Safe Deposit 80xes "",~ 0.'" 0. o 9. Utigation Proceeds Received 010. Spousal poverty Credit (date of dealh beIWeen 12-31-91 m1t-l-a5) o 11. BectiontolaxunderSec.9113(A){"""'SohOI -< f- THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: z NAME COMPlETE t.WLING ADDRESS w Cl Jon M. Gruber Esnuire 930 Red Rose Court z 0 0. FIRM NAME I'f Arl Suite 300 (f) Russe I, rafft & Gruber LLP w '" Lancaster, PA 17601 '" TELEPHONE NUMBER 0 717-293-9293 " 1. Real Estate (Schedule A) (1) OFFICIAL USE ONLY 2. Stocks and Bonds (Schedule B) (2) 78,925 3. Closely Held COIpOfation, Partne<ship or SoI~ip (3) 4. IIortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Misoellaneous Personal Property (5) 201,870 Z (Schedule E) 0 6. J~ndy ONned Property (Schedule F) (6) ~ o Separate Billing Requested ...J 7. Inter-Vivos Transfers & Mscellaneous Non-Probate ~ (7) 247,400 ;:) I- (Schedule G or L) il: 8. Total Gross Assets (total Unes 1 - 7) (8) 528195 <( u 9. Funeral Expenses & Admiflistrative Costs (Schedule H) (9) 14,436 W c::: 10. Debts of Deoedent, Mortgage Uabilities, & U.... (Schedule I) (10) 2,783 11. Total Daductions (totaJ Unes 9 & 10) (11) 17219 12. Net Value of Estate (Una 8 minus Une 11) (12) 510976 13. Charitable and Governmental Bequests/See 9,13 TIUSts for which an ~ection to lax has not been (13) made (Schedule J) 14. Net Value Subject!o Tax (Une 12 minus Une 13) (14) 510976 SEE INSTRUCTIONS FOR APPUCABLE RATES Z 15. Amount of Uno 14 Ia>Oble at the spousal lax 0 !;( rate, or transfer> under See. 9116 (a)(1.2) X .0_ (15) 510976 X .045 (16) 22994 I-' 16. Amount of Une 14 taxable at lineal rate ;:) a.. 17. Amount of Une 14 Ia>Oble at sibling rate X .12 (17) ::E 0 18. Amount ot Une14 Ia>Oble at rolatera rate X .15 (18) U ~ 19. Tax Due (19) 22994 20. 0 I CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT I ,. > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < < STF PA4Z021F 1 , Decedent's Complete Address: STREET ADDRESS 1100 Grandon Wav CITY Mechanicsburn I S17JE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 22,994 21,000 1,105 Total Credits (A + B + C) (2) 22,105 3. InteresUPenalty if applicable D. Interest E. Penalty Total InterestlPenaIty (0 + E) (3) 4. If Line 2 is greater than Line 1 + line 3, enter the dillelence. This is the OVERPAYMENT. Check box on Page 1 Line 20 to requesla relund (4) 5. II Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) o 889 A. Enter the interest on the tax due. (SA) B. Enter the total 01 Line 5 + SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 889 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X' IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income 01 the plllpOlly transferred; ........................................ 0 ~ b. retain the right to designate who shall use the property transferred or its income; . . . . . . . . . . . . . . . . . .. 0 ~ c. retain a reversionary interest; or . ...................................................... 0 ~ d. receive the promise lor life 01 either payments, benefits or care? ............................... 0 ~ 2. II death occurred after December 12, 1962, did decedent transfer property within one yew: 01 death without receiving edequate considelBlion? ............................. ..................... IXI 0 3. Did decedent own an "in trust for" Of parable upon death bank account or security at his lit her death? . . . .. 0 ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........... . . . . . . . . . .. . . . . . . . .. . ..... . ....... . . . . . . . . .. IXI 0 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 penaties of petjury, I dedare that I have Ollarllined this return, irx:llm1g lllXaI1IlMYing schedules and _.lR1 to lhebeslof my knoNledge and belief, . ~ \rue, """'" ard~. Oedaration of preparei' other than the personaJ representative ~ based... all i_on rjwfjch prepare< has arrf kocwledge. SIG~;XJP~~F~RETU~~f/~ ~ O~k?/~~~_ AollRESS j/ 116 Old Ea Ie d Lancaster PA 17601 SIGN RE OF PREPA THER THAN REPRESENTATIVE '2.-( ss Red Rose Court, Suite 200, Lancaster, PA 17601 For dates 01 death on or after July 1, 1 994 and before Januay 1, 1995, the tax rate imposed on the net value 01 transfers to or for the use of the surviving spouse is 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates 01 death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use 01 the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)). The statute does not exernot a transfer to a surviving spouse trom tax, and the statutory recuirements for disclosure of assets and filing a tax retum are stiU appiicable even if the surviving spouse is the only beneficiary. For dates 01 death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years 01 age or younger at death to or for the use 01 a natural parent, an adoptive parent, or a stepparent 01 the child is 0% [72 P.S. ~9116(aXl2)]. The tax rate imposed on the net value 01 transfers to or for the use o!the decedent's lineat beneficiaries is 4.5%, """ept as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)]. The tax rate imposed en the net value of transfers \0 or for the use of the decedent's siblings is 12% 172 P.S. ~9116(a)(1.3)J. A sibling is defined, under Section 9102, as an individual who has at least one parent in common wtth the decedent, whether by blood or adoption. STFPA42021F2 REV-1593 EX + (1-97)(1) COMMON-"TH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF Robert S. Aubry All property joinlly-<lWllocl with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION FILE NUMBER 21-01-54 VALUE AT DATE OF DEATH 1. 370 shares of Bristol Myers Squibb common, CUSIP #110122108, average hi/lo cost of $68.22 per share 52 shares of Viacom "B" common, CUSIP #925524308, average hi/lo cost of $52.09 per share 3,171 shares of Waypoint Bank common, CUSIP # 946756103, average hi/lo cost of $9.95 per share 1,063.182 shares of Fidelity Asset Manager Fund, CUSIP # 316069103, NAV of $18.27 per share 25,241 2,709 31,551 19,424 2. 3. 4. . TOTAL (Also enter on line 2. Recapitulation) $ (If more space is needed. insert additional sheets of the same Size) 78,925 STFPA42021F4 REV-1508 EX + (1-97) (I) COMMONWOALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIIJfNT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Robert S. Aubrv FILE NUMBER 21-01-54 locIud. the procseds of Illig..", and the dot.the proceeds were received by the eslate. All property joInt1y-owned with the right of survivorship must bs disclosed on Schedule F. ITEM VALUE AT CATE NUMBER DESCRIPTION OF DEATH 1. 2. 3. 4. 5. 6. 7. PNC Bank, checking account number 514-010-8016 Fidelity Investments, brokerage account number X47346055 GE Life, medigap insurance refund Patriot News, refund Aetna US Health, refund Cash on hand Household goods and personal effects. Decedent lived in a nursing home at time of death 14,847 186,209 86 13 90 125 500 TOTAL (Also enter on line 5, Recapitulation) $ (If more space Is needed, insert additional sheets of the same size) 201 870 STFPA42021F.9 REV-1510 EX + (1-97)(1) CCMMONv.D.LTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Robert S. Aubry FILE NUMBER 21-01-54 This schedule must be completed and filed if the answer to any Ii qLOStions 1lhrough 4 011 the reverse side Ii the REV-1500 COVER SHEET is yes. DESCRIPTION Of PROPERlY %OF rTEM I,'o(;LlDE TI-t: NoV.1E OF HE TRANSFEREE, OOR RBATlONSHP TO OECEDENT 00 HE DATE DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NUMBER OF TRANSFER. ATTACH A COPY Of TIE DEED FOR REAL ESTATE. VALUE Of ASSET INTEREST tlF~ 1. Zurich Kemper IRA, account #FK4042720 20,012 100 20,012 2. Equitable Life IRA, account #088967203 28,723 100 28,723 3. Equitable annuity, contract #33020153 13,009 100 13,009 4. Equitable annuity, contract #38006348 154,304 100 154,304 5. Allianz annuity, contract #3504724 2,223 100 2,223 6. Allianz annuity, contract #2877132 1,129 100 1,129 Gifts to decedent's children made 12/5/2000 7. Debra Simmons 10,000 100 3,000 7,000 8. Janet Fennell 10,000 100 3,000 7,000 9. Robert S. Aubry, Jr. 10,000 100 3,000 7,000 10. Barbara Aubry 10,000 100 3,000 7,000 Gifts to decedent's grandchildren made 12/5/2000 11. Alexis Aubry 100 100 100 0 12. Torrey Kleinman 100 100 100 0 13. Amy Ort 50 100 50 0 14. Adam Fennell 50 100 50 0 15. James Spencer 50 100 50 0 TOTAL (Also enter on line 7, Recapitulation) $ 247 400 (II more space is needed. insert addttional sheets of the same size) STFPA42021F,11 REV.151.1 EX + (1-97) (I) COMMON\'iEAl.TH OF PENNS'tlV_ INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAl. EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Robert S. Aubry FILE NUMBER 21-01-54 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Myers Funeral Services, net of Veteran's Administration benefit 6,180 2. American Legion, repast after services 418 3. Cumberland County Color Guard 100 B. ADMINISTRATIVE COSTS: 1. Personal Represenlative'sC<:lrrnissiOns Nome of Personal Representative( s) Robert S. Aubry, Jr. Social Secunty Number(s) f8N Number of Personal Ro,._IIaIi~s) StreetAddress 1169 Old Eagle Road City Lancaster Stlte PA Zip 17601 Year(s) Commisson Paid: 2001 2,725 2. AItomey Fees 1,742 3. Family Exemption: (W decedent's address is not the same __so -. ""Planation) Claimant Street Address Cily State Zip Relationship of Claimant to Decedent 4. Probate Fees 5. Accountanfs Fees 2,727 6. Tax Retum Preparer's Fees 7. Register of Wills, probate fees 358 8. Patriot News, advertise the estate 90 9. Cumberland Law Journal, advertise the estate 75 10. Fidelity Investments, estate checking account fee " 15 11. Postage, photocopies, etc 6 TOTAL (Also enter on line 9, Recapitulation) $ 14 436 (If more space is needed. insert add~lonal sheets of the same size) STFPA42021F.12 REV-1512 EX -+- (1-97) (I) COMMONI'8lTH OF PENNS\'lVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER 21-01-54 ESTATE OF Robert S. Aubry Include unreimbursed medical expenses. ITEM NUMBER 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. DESCRIPTION AMOUNT Aetna US Health, medical bill Brockie Pharmatech, medical bill Outlook Point, final housing bill Verizon Telephone, final telephone bill Hershey Medical, medical bill Beverly Nursing, medical bill Holy Spirit Hospital, medical bill Internal Revenue Service, 2000 federal income tax liability Pennsylvania Department of Revenue, 2000 state income tax due James L. Seccone, CPA, income tax preparation fee for 2000 Pinnacle Health, medical bill 90 347 174 16 381 5 105 1,056 223 186 200 STFPA42021F,13 TOTAL (Also enter on line 10. Recapitulation) $ (W more space is needed. insert additional sheets of the same size) 2783 REV-1513 EX + (1-97) (I) COMM~TIl OF PENNSYlVANLoI INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FilE NUMBER Robert S. Aubrv 21-01-54 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERlY Do Not list Trustee{s) OF ESTATE 1. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. Robert S. Aubry, Jr. 1169 Old Eagle Road Lancaster, PA 17601 Son 25% of residue 2. Barbara Aubry 21 Madison Avenue Demarest, NJ 07627 Daughter 25% of residue 3. Debra A. Simmons 54 Cold Springs Road 25% of residue Dillsburg, PA 17019 Daughter 4. Janet A. Fennell 2181 Canterbury Drive Mechanicsburg, PA 17055 Daughter 25% of residue ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAl OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ STFPA42021F.14 (If more space is needed. insert additional sheets of the same size) .~ ~.~::,)f~~?ft~. ~ ~ . ',. ..~.:.::i:. .:,.;.. .....,.'...:..-... .-~:':.~..:'-~i~~ _..~. '.:.,~ '---.:': "-;.; .~;~. ..... 'f ..> ......-:..... .~.~.'.~._. -_._~_..' 111&st 31tH mtU Qf~shttttent OF ROBER1' S. AUBRY I, ROBERT S. AUBRY, of Mechanicsburq, CUmberland Count:.' I Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and COdicils. heretofore made by me. FIRST: I devise and bec;;ueath all. the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, BARBARA S. KLEINMAN, ROBERT S. AUBRY, JR., DEBRA A. SIMMONS, and JANET A. JOYCE, provided that should any of my children predecease me, I give and bequeath such child's share unto his or her issue per stirpes by representation, and if there be a failure of same, then I give and bequeath such deceased child's share to my surviving children as provided herein. SECOND: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries i ~ j ~ acting hereunder the following powers, applicable to all property, exercisable without court approval and effective until actual distribution of all property: ~ (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, 'with or without security) or condi- tions as are deemed proper. This includes 'the' power to give legally sufficient instruments for transfer of the property and to s r . ~ receive the proceedS of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (e) To compromise any claim or controversy and to --~- abandon any property which is of little or no va~ue. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (El To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in Whatever manner they consider advisable. THIRD: I direct that all inheritance, estate, transfer, succession and death taxes, of any kind Whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the princi- pal of my residuary estate. FOURTH: I nominate and appoint my son, ROBERT S. AUBRY, JR., Executor of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said ROBERT S. AUBRY, JR., I nominate and ~ 'X i 2 ........ ~ appoint my daughter, DEaRA A. S~MMONS, Executrix of this, my Last Will and Testament. I direct that my Executor or Executrix, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set to this, my Last will and Testament, this.;{ I day 1993. S. AUBRY my h~d and seal of ..~~~. (SEAL) Signed, sealed, published and declared by the above- named Testator as and for his Last Will and Testament in our presence, who, at his. request, in his presence and in the presence witnesses. of each other, have hereunto subscribed our names as attesting c(aWN1J.~ (;fm-?0<"t! /- 4"'A&U Address Address ,~jf:i1~~~it;;i(~ ~~:~::i~'~:;~;~.,;.:.',.." ,'~-; ~~ iiif.~.~~;:~,-;!j~'i.~tl~f{~ {~tf'/~;~:;' '~~,' ~. "rr-M;f.,:....~..~jf'.t',.;:~ :....~~j.'r:'-:...,:. ~~f~.l,l~<A..-""'.,.. "1" ;~.J,"'_ :,...,.- . ,'~" ,~ ;::h~~;:f~r:.~'~:~:i~!.i),~;~;:i,::,:;,'-:: '.", ~. ,.;: ~" ;.; ; '!': .:-~ .. . . ;j~~J _-?;:S'f~: ~~'~"N r~~f ,..;". II}';;;;:;;, ;;~,~'; . ." ~~,..i' ^ , F:\srt\EST A TES\Aubry\petition.ltrs.frm REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR GRANT OF LETTERS ~UlJ-D54 Estate of Robert S. Aubry also known as No. , deceased Social Security No. 161-24-1446 Robert S. Aubry~ Jr. Petitioner(s), who is/are 18 years of age or older, apply)ies) for: (COMPLETE "A" or "B" BELOW:) 181 A. Probate and Grant of Letters and aver that Petitioner(s) is/are the executor named in the last Will of the above decedent, dated September 21. 1993 and codicil(s) dates (state relevant circumstances, e.g., renunciation, death of executor, etc.) Except as follows, Decedent did not marry, was not divorced and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incapacitated. o B. Grant of Letters of Administration (c.t.a., d.b.n.c.t.a: pendente lite, durante absentia; durante minoriate) Petitioner(s) after a proper search has/have ascertained the Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 1100 Grandon Way~ Mechanicsburg Bora Decedent, then 78 (list street, number and municipality) years of age, died December 15, 2000, at M. S. Hershey Medical Center. Hershey, P A (location) Decedent at death owned property with estimated values as follows: (If domiciled in P A) All personal property (If not domiciled in P A) Personal property in Pennsylvania (If not domiciled in P A) Personal property in County Value of real estate in Pennsylvania $ $ $ $ $ 319,000.00 TOTAL Real estate situated as follows: 319.000.00 N/A WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters in the appropriate form to the undersigned: SiPJ&~ t/7Y Typed or printed name and residence Robert S. Aubry, Jr. 1169 Old Eagle Road, Lancaster PA 17601 1(P-!DI-li- OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND 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 ofpetitioner(s) and that as personal representative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. .~:r~: :eo~~iL~::~rribed @~:t.)j' t4~/7r 3ANLtA- R..'I , ~OO1. ~9}Ujr .~~VilYlJW(fJi}ty DECREE OF REGISTER Estate of Robert S. Aubry deceased No. "1-OI-05~ also known as Social Security No. 161-24-1446 Date of Death: December 15,2000 AND NOW, JA N . 'l ,2001, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, T IS DECREED that Letters --X- Testamentary _ of Administration (c.t.a., d.b.n.c.t; pendente lite; durante absentia; durante mioriate) are hereby granted to ROBERT S. AUBRY, JR. in the above estate and that the instrument( s), if any, dated September 21 , 1993 Odescribed in the Petition be admitted to probate and filed of recor: as the last 'Yi1.1 ofDecedent. ~ ~i FEES ll1~C.YU~t V~ttillp, '~g:~ Letters $ 305.00 Short Certificate(s) 10 x 3.00 Renunciation Extra Pages (2) x 3.00 LT.R. J.C.P. Fee Inventory Other $ 30.00 $ $ 6.00 $ 5.00 $ $ Jon M. uber, Esquire Arney ID# 17540 o Red Rose Court, Suite 300 Lancaster PAl 7601 (717) 293-9293 Fax: (71) 293-5130 Date Filed: ~ A ~ UPrR ~ )) I ZOO \ Total: $ 346.00 t.l 'liat the information here given is correctly copied from an original certificate of death duly filed with me as '\e original certificate will be forwarded to the State Vital Records Office for permanent fiUng. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. \\II,t'~\.~"'Orpl;;",,_, \\\'~~~'(4: -:. /~.... ,.'.. ~~ l'!::::J.' "~\ ~~( '~. '. .'?~ ~ c:;:)' -;< .'. . ~~ ! c,..) ::n' j:b ~ ~ * V: . "."", 'l * ~ \~~~~~,\'~\ -....~~J!AfENl \)~ ~~III' """"'" //~/,/ " J II J/ ""' . ~~h>A~O k..d,~ &eJ>i- Local Registrar U l r [his certificate, $2.00 )}~,~, I~~ v<.'t)CJO Date p 6987545 H105. :43Aev 2187 COMMONWEALTH Of PENNSYlVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH 7YPfJPRINT IN PERMANENT &LACK INK NAME Of DECEDENT If,rS! MldOle. LaSlI ~~~~~~=~~==~-=~=-~=SEX=- STIITE FILE NUMBER SOCIAL SECURITY NUMBER AGE (l aSl B,rlh<layl UNDER I YEAR MonIlia Oar- Robert S. Aubry UNDER 1 OIi--f----oATE-Of BIRTH ~ llool~ut.. ~:~1I;;,(~~22 e. 7 CITY, BOAO, TWP Of DEATH FACilITY NAME (II "01' ' BIRTHPLACE rc,ty aM :>lale '" f creqn CouolIVI a, Male 3. 161 - ~ Pu.c(~ ~ATH .Ct>ECk ""'y I){'e ,- "if!8 ,oSIlUCloOf'" on Ott>e, slOel HOSPITAl: - In~l~ ERlOuIpallent 0 ... lYe street and JlUmberl 78 Y,a 5 COUNTY OF DEATH Dauphin DECEDENT'S USUAL OCCUPMION (G,ve 1u00 01 work done du.ong mosI ol WOIki"j.k.e; do IlOl use reINed I . 11.. uwner/Operator lib. DECEDENT'S MAILING ADDRESS ($1,-. CoIylTown. s.-. ZIp COdeI .... Ie, Derry Twp. White MARITAL STATUS. M..",ed Never Manied. WIdowM. ONOlced (Specflyl Widowed SURVIVING SPOUSE III ....... \lOve ma,,*, n......1 I.. FMHER'S NAME (FwSl. IooIKldle. laSl) 1100 Grandon Way Mechanicsburg. Pa. 17050 Cumberland Did decedeN -..a lOwnaIlIp1 Iwp 17b. County 17d.~dec=":::ol Mechanicsburq clly_ I.. INFORMANT'S NAME (T ypelPrlllll Victor G. Aubry Robert S. Aubry Jr. MOTHER'S NAME IF.... MIddle. Malden Surnamel ~ ~ ~ o l.L o W ~ Z Dee 20,2000 Marcella March ate. Rolling Green Memorial Park NAME AND AOORESS OF FACILITY 21.. Camp Hill, Pennsylvania 17011 lICENSE NUMBER FD-012662-L Ue. M ers Funeral Home Inc. 37 East Main Street Mechanicsbur P 17055 lICENSE NUMBER DATE SIGNED (MonIh. Day. _I 23b. 2Jc. WlIS CASE REFERRED TO MEDICAl EXAIooIINERlCORONER1 YeaD 2.. i0oi 25. 27. PART I: Ente'll\e dIseases. .nJunes o. romphcallons wllicll caused IIIe dealll Do no. enle.llle mode 01 dying, such as card...c o. 'es~lIIalory allesl, shock o. heart la~u,e LI$I only 0". cause on eadllirle :H. No~ a \\A d\.;CGrLllillJ(,-0rcJiQ(\ ~OAASACONSEQUENCE OF): I ApptOJumale :=== I l PART II: OIlIer s'9"illcanc coodiIions cont.obuling to cIIoalll. bul IlOl "-inlI in 1118 unde<1ylng caAAe gillen in f'lIoRT I b.____..___~~____,__ I : ::,::::::;:::-- _Un mn WERE AUTOPSY FINDINGS MANNER OF DEATH AVAILABLE PRIOfl TO COMPLETION OF CAUSE OF DEATH1 Nalu." k( [) o DATE OF INJURY (MOOIh. Day. Ye....) TIME Of INJURY INJURY AT WORK1 DESCRIBE HOW INJURY OCCURRED Hom'Clde o o o ~~CE OflNJURY, AllIome.la.m~;"', faCl"",. otlice M. bu.ldIng. elc ,Spec"vl 30e. Yes 0 NoD Accident PendIng Invesugallon Yea 0 NoD Suoclde COuld noI be determined YJ[) r (y 2", 211b. CERTIFIER ,C"eck (]IVy one) . CERTIFYING PHYSICIAN (PllySiC"'O C"''''y'ng cause ~ death ",he~ a~OIt>er phyS""an has pronouoce<! dealh ana complele<lllem 231 To _ be.1 0' my knowledge, dealh occurred .uelo Ihe cauoo(sland manno' aa slated. . . . . 29. . PRONOUNCING AND CERTIFYING PHYSICIAN IPhvsoc...n bolh ;>I""ouncloy L1"dlh alld ce,"'Y,"Ylo cauStl 01 (leall.\ To tile beet 0' my knoWiNg", deotll occurred aI_lime, dote, and pl.ce, and due 10 IlIe cauae(o,and manne... a'aled., ~t 'MEDICAL EXAMINER/CORONER On Ihe b..i. 01 e.aminallon and/or invesllga11on, in my op,noon, dealh occurred allhe lime, dale, and place, and due 10 Ihe cause(aland manner a. staled.. . . . . , . . . . . , . . , . . . . . . . . , . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . .. .....,..,... ..,.........,.,.,....."., )Ia llLl'olJ t I j Jennifer Price o 32. M, S. Hershey MedicaJ Center Hershey, PA J7033 DATE FILED (Mo,,1II Day Year) 34 ])~C(' m6eN. It; J<eJOCJ 2)-0/-[:[54 F:\srt\EST A TES\Aubry\oath.nonsubscribe.frm REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Robert S. Aubry~ Jr. a subscriber hereto, being duly qualified according to law, depose(s) and say(s) that he is familiar with the signature of Robert S. Aubry , testator of the Will presented herewith and he believes the signature on the Will is in the handwriting of Robert S. Aubry , to the best of his knowledge and belief. Sworn to or affirmed and subscribed before me this , \T H- day of Jft"~ \,If>(1Z'1 , 2001. m_~ c.~fMV~Lfi) or the Register ~~ obert S. Aubry, Jr. 1169 Old Eagle Road Lancaster P A 17601 F:\srf\EST A TES\Aubry\oath.bogar.frm REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Estate of Robert S. Aubry OATH OF SUBSCRIBING WITNESS No. ~ I - C') J - C> C) 5 4~ also known as , Deceased ---------------------------------------------------------------------- ---------------------------------- James D. Bogar (each) a subscribing witness to the _ codicil(s) _ willes) presented herewith, (each) duly qualified according to law, depose(s) and say(s) that he/she/they was/were present and saw the above Testator/rix sign the same and that she/he/they signed as a witness at the request of the Testator\rix in his/her presence and _ in the presence of each other _ in the presence of the other subscribing witness(es)). (' .. /~( ; J (l (JiIJ(2/>, James D. Bogar One West Mairl-- reet Shiremanstown PA 17011 (Signature) Sworn to or affirmed and subscribed before me this 9-+1. day of ::JanuclIY ,2001. ~Ih~ Notary Public (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) NOTARIAL SEAL SUSAN M. HUDSON. Notary Public Shiremanstown Boro, Cumberland County My Commission Expires C?~!'.~~~EE.~ NOTE: To be taken by officer authorized to administer oaths. Please have present the original or copy of instrument( s) at time of notarization. CJ ~ G:\Users\srf\ESTATES\Archives\Aubry\status.report.wpd STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Estate No.: ROBERTS. AUBRY December 15, 2000 21-0" -54 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 -L;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. Did the personal representative state an account informally to the parties in interest? Yes -L No C. Did the personal representative file approvals of the account, receipts, joinders and releases with the Clerk of Orphan's Court? Yes No----x- D. Did the personal representative complete final distribution? Yes x No X~_Counsel for Personal ,~ -Representative ~p ~ ~~~7r #17540 930 Red Rose Court, Suite 300 Lancaster PAl 7601 (717) 293-9293 s' I Y ,2002 Capacity: _ Personal Representative ," Date: ..........; ;--' r -, "--" srf\est-frm\ceI1-notice. frm -- ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Robert S. Aubry Date of Death: December 14,2000 Estate No. 21-01-54 To the Register of Wills of Cumberland County, Pennsylvania: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on January 12, 2001 Name Address Barbara Aubry Robert S. Aubry, Jr. Debra A. Simmons Janet A. Fennell 21 Madison Avenue, Demarest NJ 07627 1169 Old Eagle Road, Lancaster PA 17601 54 Cold Springs Road, Dillsburg P A 17019 2181 Canterbury Drive, Mechanicsburg PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: none Date: t / .& , 2001 I M.~ Jo . Grubel Art mey ID #17540 930 Red Rose Court, Suite 300 Lancaster, P A 17601 (717) 293-9293 f":-" Capacity: _ Personal Representative X Counsel for personal representative /6 -c:1LJ 1- /y ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 JON M GRUBER ESQ RUSSELL ETAL 930 RED ROSE CT 300 LANCASTER fA 17601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER DATE ESTATE OF DATE OF DEATH FILE NUMBER . COUNTY ACN '* REV-75' EX AFP (01-02) 02-17-2003 AUBRY 12-15-2000 21 01-0054 CUMBERLAND 202 ROBERT S Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, fA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ~ RE-V:;36--EX-~FP--foi~-o2i-----.-.-NoiFicif-oF--DETifRMiN~Tio-N-AN-D-ASlSESsrMENT----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF AUBRY ROBERT S FILE NO.2l 01-0054 ACN 202 DATE 02-17-2003 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 16,031.00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 21,888.74 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 21,888.74 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) /6 -o2cJ/-/Y ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JON M GRUBER ESQ RUSSELL ETAL 930 RED ROSE CT 300 LANCASTER PA 17601 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-29-2001 AUBRY 12-15-2000 21 01-0054 CUMBERLAND 101 * REY-1547 EX AFP (12-00) ROBERT S Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V :i54-j-Ex--AFP--(i2-:0(ir-No'~"-icE--oF-i-NHEifiTAifcE-T-AX-A-PPRjrisEi"-ENT~--Ail-owAifcE-o-R------------ - - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF AUBRY ROBERT S FILE NO. 21 01-0054 ACN 101 DATE 10-29-2001 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: .00 X 00 = .00 510~976.00 X 045 = 22~994.00 .00 X 12 = .00 .00 X 15 = .00 (19)= 22~994.00 RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 78,925.00 .00 .00 201,870.00 .00 247,400.00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 14~436.00 2.783.00 (11) (12) (13) (14) NOTE: To insure proper credit to your account~ subllit the upper portion of this forll with your tax paYllent. 528~195.00 17.2]9 00 510~976.00 .00 510~976.00 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-01-2001 AA478100 1~105.26 21~000.00 09-07-2001 CDOO0246 .00 889.00 TOTAL TAX CREDIT 22~994.26 BALANCE OF TAX DUE .26CR INTEREST AND PEN. .00 TOTAL DUE .26CR · IF PAID AFTER DATE INDICATED~ SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $l~ 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.) ~h" -020/--7 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN *' REY-485 EX AFP U2-00} JON M GRUBER ESQ RUSSELL ETAL 930 RED ROSE CT 300 LANCASTER PA,17601 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-29-2001 AUBRY 12-15-2000 21 01-0054 CUMBERLAND 201 ROBERT S Al10unt Rel1itted 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, subl1it the upper portion of this forl1 with your tax paYl1ent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR FILES ...... RE-V:4i3--EX-~FP--[i2~-OOj-----.-.-NO-ficE--OF--nETE-iMIN-ATIO-N-AN-n-As-sESS-MENy----------------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF AUBRY ROBERT S FILE NO.21 01-0054 ACN 201 DATE 10-29-2001 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified 16,031.00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 21,888.74 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 21,888.74 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) 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 ROBERT S AUBRY JR 1169 OLD EAGLE RD LANCASTER, PA 17601 -------- fold ESTATE INFORMATION: SSN: 161-24-1446 FILE NUMBER: 21-2001- 0054 DECEDENT NAME: AUBRY ROBERT S DATE OF PAYMENT: 09/10/2001 POSTMARK DATE: 09/07/2001 COUNTY: CUMBERLAND DATE OF DEATH: 12/15/2000 NO. CD 000246 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $889.00 I I I I I I I I TOTAL AMOUNT PAID: $889.00 REMARKS: ROBERT S. AUBRY JR CHECK# 314 SEAL INITIALS: PB RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS OJ-5~ INTERNAL REVENUE SERVICE CINCINNATI, OHIO DEPARTMENT OF THE TREASURY ESTATE TAX CLOSING LETTER (NOT A BILL FOR TAX DUE) DATE: 03/05/2002 ESTATE OF : AUBRY, ROBERT S DECEDENT'S SOCIAL SECURITY NUMBER: 161-24-1446 DATE OF DEATH 12/15/2000 DOMICILE P A PERSON TO CONTACT: Sally Wallace CONTACT TELEPHONE NUMBER: (859) 669-5421 (Eastern Time) (NOT TOLL FREE) JON M GRUBER ESQ 930 RED ROSE CT STE 300 LANCASTER PA 17601 Our computation of the Federal tax liability for the above estate is shown at the bottom of this letter. It does not include interest that may be charged. If you have made a request for discharge of personal liability under Section 2204 of the Internal Revenue Code, proof of request and payment of tax will discharge you from personal liability for the tax and any deficiency which may later be found due. This letter and proof of payment, such as cancelled checks or receipts, will establish that your personal liability for the tax has been settled. This letter is evidence that the Federal tax return for the estate has either been accepted as filed or has been accepted after an adjustment to which you have agreed. You should keep this letter as a permanent record. Your attorney may need it to close probate proceedings for the estate. This is not a formal closing agreement under Section 7121 of the Internal Revenue Code. We will not reopen the case, however, unless Internal Revenue Procedure 94-68 applies. Sincerely, ~dt!ft_ ~ Field Director, Cincinnati Compliance Service TENT A TIVE TAX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . LESS: TOTAL GIFT TAXES PAYABLE $0.00 (FOR GIFTS MADE AFTER 12/31/1976) UNIFIED CREDIT $220,550.00 CREDIT FOR STATE DEATH TAXES $16,031.00 CREDIT FOR FEDERAL GIFT TAXES $0.00 CREDIT FOR FOREIGN DEATH TAXES $0.00 CREDIT FOR TAX ON PRIOR $0.00 TOTAL SUBTRACTIONS. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . NET ESTATE TAX GENERATION SKIPPING TRANSFER TAXES $236,581.00 ~i' ! . / $236,581.00 $0.00 $0.00 TOT AL ESTATE TAXES. . . . . . . . . . . . . . . . . . . 'J { - $0.00 ~':"-~"-." ;;;;.-~-- -:';,.:=-'- ---- ----,-.,...,...-....- i! ~ rb ct o o ...... CO r-- ...,. -<( -<( o z >< <C I- W I- :!~ zcn <cW >0 ..Iz >c( (I) zw zO wZ Q.<C l- ii: w ::z: ~ <( z ~ ~ fa ~w~ (3 z:::>t- 8 wffi..l cb ~>~ N oWe r:. a:_ ~ J:u.~ <( ~oe 0- <(I-Z - ~~~~~ o~~~~ ~~~!l:~ 8~~~~ ..'"...,. r- z :::> o ~ <( l- e.. - w o w a:: ..J <( - o - lL lL o r- z w6a: z~a:w oU)r-aJ <(U)z~ Wo:::> ~oz <( :E o a: LL Q w > W o w a: L ~------- ~ "--"~~~-~'""'I-'-<"""'~~ w c:: W I a f2 ._f~ --. ~...: i "",-4 t=i ~ ''''C' "1' :: :'-'~ {:;~ L~..J ~ t~.". .....:~ ~ t'....... f:..... ~, _.,..1 {-~. ~.... i........-t I==' -:) ~ ~ }_~ J ,-_J a ~ 2-. _; ~....J Z Lt-) i=' ,""t 0 ,-'''' (1) -.' <( i= l.........,. d- e::( :;E I- a: .- z I- W 0 .~. 0 .>- Z ::- w LL w ',~ :E Z a: ... <.) w w >- co 0 ...........,; <( W :E <No.; Il. r- u. u. e::( ::) 0 - 0 z t- w w C/) UJ :E I- UJ ....J <( <( a: W u:: UJ z 0 :I: a B u... I I .L. ~._~ L:J C) W-,', v. t.""'j. ?_~ ~'~~ ~~. ~...i _ ~.r~ W.".t .....- ~..~~ iLJ... 7 '1 ",...J: '::: i:_;_ ~ t~' ~~'! '! ''-':'' i~~ {WI: ." '. t~' ~J ~.... '-";.1 -, l~. rJ , '. .-' '~ UJ ~ 0 o .~ a: I'; <{ '~ (1) o Il. '-,'" :r:: ,~~l I- "... <( ~"- W ".) 0 >- ", u. I- - 0 Z w ::) I- o <{ <.) Q '.J..~ )<.3t~") ~",J .~ Q <( a.. r- z :::> o ~ <( ...J <( r- o r- >- aJ' l:) W ,'_. > W o w a: (f) --1 --1 S LL o a: w I- Cf) (!) W a: ~ f:' _. ::J CfJ [}~. tD t~.'.ll "'- iT :::::- t:1 t.. -'~ -..-... ,rto" ~'"\ ~....t '-'j ~ .., a: <( ~ w a: ...J <( W U) EXECUTORS LETTER State of Pennsylvania Inheritance Tax 1169 Old Eagle Rd. Lancaster, PA 17601 Work Phone: 717 898-2946 Home Phone 717 898-0985 Fax 717 898-3087 E-mail boba@mssinc.com March 1, 2001 Re: Estate of Robert S. Aubry SSN:161-42-6436 File Number: PA File Number Date of Death s. S. # 2001-00054 21-01-0054 12/15/2000 161-24-1446 Mary C. Lewis, Register of Wills for Cumberland County: I have enclose a check payable to "Register of Wills, Agent" for $21,000.00 which represents 4.5% of the estimated estate value for PA inheritance taxes. I intend to take advantage of the 5% early payment discount. Please notify me if there are any questions. P;;;Z:;';i ()~ rt ~-&~~-L Robert s. Aubry, Jr. ~ Executor of the Estate of Robert S. Aubry Cc James L. Beccone, CPA Ms Sharon Friesen Paralegal for Jon M. Gruber ..~ ~,..-..-. '~~i.(t<:::l. . ~~i L~ ::;:: ~ ~ ~ ~ \ ~ 'J ~ ,- ~ .g -,"O!,- _ 0::: ,- ~Q) ..0 C>> <( :JroD... <( W - uj"OQ) -eOt;) Q)cnro ..oc.og o,-ro o::,-...,J ~ ~ ~ ~ ~.~ ~ ,]~ ~" ~Q: ~~.~~ ~,~ \&~(j - - ..... C- (.) I') .. .. fa:! .,.., () r... .M