HomeMy WebLinkAbout01-0097
R..~.l!iOOEX(&<<I)
REV-1500
OFFICIAL USE ONLY e.
/iP- .)0'/- /1
FILE NUMBER
21_01
'* COMMONWEALTH OF
PENNSYLVANIA
$li; DEPARTMENT OF REVENUE
DEPT 280601
. HARRISBURG, PA 17128-0601
INHERITANCE TAX RETURN
RESIDENT DECEDENT
NUMBER
00097
COLJNTYCODE
YEAR
I-
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DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL)
Weitzel, Catherine E.
DATE OF DEATH (MM-DD- YEAR)
January 12, 2001
SOCIAL SECURITY NUMBER
184
- 26
-2978
DATE OF BIRTH (MM-DD-YEAR)
Jtme 17, 1906
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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~ 1. Original Return
o 4. Limited Estate
~ 6. Decedent Died Testate (Attach ropy ol Will)
o 9. Litigation Proceeds Received
o 2. Supplemental Return
o 4a. Future Interest Compromise (date afdeath afIer 12-12-82)
o 7. Decedent Maintained a Living Trust (Attach copy of Trust)
D 10. Spousal Poverty Credit (date 01 death between 12.31-91 and 1-1.95)
D 3. Remainder Retum (dale aldeath prior to 12-13-82)
D 5. Federal Estate Tax Retum Required
8. Total Number of Safe Deposit Boxes
o 11. Election to tax under Sec. 9113(A) (A~aCl'l Sch 0)
THIS SECTION MUST IlE COMPLETI:.Q;ALLCORRESPDNDENCE ANDCPNFIDENTlAI.,TAx INFORr.lATIONSHOULD..BE DIREC;TED"(Q';;!
NAME COMPLETE MAILING ADDRESS
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FIRM NAME (If Applicable)
TELEPHONE NUMBER
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1. Real Estate (Schedule A)
2 Stocks and Bonds (Schedule B)
(1)
(2)
(3)
(4)
(5)
OFFICIAL USE ONLY
348,337.62
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3. Closely Held Corporation, Partnership or Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule Dj
5. Cash. Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6_ Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property
(Schedule G or L)
60,950.15
(6)
48,000.00
(7)
457,287.77
(8)
8. Total Gross Assets (total Lines 1-7)
9. Funeral Expenses & Administrative Costs (Schedule H)
10 Debts of Decedent, Mortgage Liabilities, & Liens (S9hedule I)
11. Total Deductions (tolal Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been
made (Schedule J)
39,038.43
2,158.68
(9)
(10)
14. Net Value Subject to Tax (Line 12 minus Line 13)
(11) 41,197.11
(12) 416,090.66
(13) 3,000.00
(14) 413,090.66
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SEE INSTRUCTIONS ON REVERSE SlOE FOR APPLICABLE RATES
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15. Amount of Une 14 taxable at the spousal tax
rate, or transfers under Sec. 9116 (a)(1.2)
x.O_ (15)
x.O_ (15)
x .12 (17)
61,963.60
x .15 (18)
(19) 61,963.60
16. Amount of Line 14 taxable allineal rate
17. Amount of Une 14 taxable at sibling rate
413,090.66
18. Amount of Une 14 taxable at collateral rate
19. Tax Due
20.0
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
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.."'>>> BE SURE TO ANSWER AU': QUESTIONS ON ~ERSESIDE:AND RE;C!,!Ec.!<1.IA H '" .",'-g'>.','>'!,- .:4.',~/"'~:
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Decedent's Complete Address:
Im,"~
CITY
I STATE
I ZIP
Tax Payments and Credits:
1. Tax Du. (Page 1 Line 19)
2. Credits/Payments
A. Spousal Pov.rty Cr.di!
B. PMor Paym.nts
C. Dlscounl
(1)
61,963.60
:J/,UUU.W
2,850.00
Total Cr.dits (A+ B+ C) (2)
59,850.00
3. Inl.restlPenalty if applicable
O. Inter.st
E. Penalty
Total Int.resUPenalty ( 0 + E ) (3)
4. It Line 2 is gr.at.r than Lin. 1 + Line 3, .nter the difference. This is the OVERPAYMENT.
Ch.ck box on Page 1 Line 20 to r.quest a refund (4)
5. If Line 1 + Une 31s greater than Lin. 2, enter the difference. This is the TAX DUE.
2,113.60
A. Enter the interest on the tax due.
(5)
(5A)
B. Enter the total otUne 5 + 5A. This is the BALANCE DUE. (58)
Make Check Payable to: REGISTER OF WILLS, AGENT
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PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes
a. retain the use or income otlh. property transt.rr.d;.......................................................................................... 0
b. r.tain the right to designate who shall use the propeMy lransterred or its income; ............................................ 0
c. retain a reversionary interest; or...............................,...............,.,..............._.,.,..u....................".......................... 0
d. receive the promise tor i1te at eith.r payments, b.n.fits or car.? ...................................................................... 0
2. If d.ath occurred after December 12, 1982, did decedent transter property within one y.ar at death
without receiving adequate consideration? ..........................,..,............................................. ....................,.............. ~
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. 0
Did decedent own an Individual Retirement Account, annuity, or other non-probate property which
contains .a ,beneficiary designation? .... ....................................................................................................,.............., 0
No
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IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
3.
. 4:
SIGNATURE OF P
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For dates of death on or after Jury 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse ;s 3%
[72 P.S..~9116 (a) (1.1) (i)].
For dates at death on or after January 1, 1995. the tax rate impos.d on the net value at transters to or tor the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even"
the surviving spouse is the only beneficiary.
For dat.s of death on or after July 1, 2000:
The lax rate imposed on the net valu. of transfers tram a d.ceased child twenty-one y.ars at age or younger at death to or tor the use of a nalural parent, an adoptive parent,
or a sleppar.nl at the child is 0% [72 P.S. ~9116{a)(1.2)]. .
Th. lax rate impos.d on the n.t valu. oftranst.rs to orlor the use otth. d.cedent's lin.al ben.ficiaMes is 4.5%, .xcept as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)].
Th. tax rate imposed on the net value of transfers to or tor the use at the deced.nt's siblings is 12% [72 P.S. ~9118(a)(1.3)]. A sibling is defined, under Section 9102, as ar
individual who has at least one parent in common with the deceden~ wh.ther by blood or adoption.
ADDRESS
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SIGNATURE
ADDRESS
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PA
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DATE
DATE
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REV-1Wex+\1..e7)
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SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
ESTATE OF
Catherine E. Weitzel
All real property owned solely or as a tenant in common must be reported at fair market value. Fair maf'1(et 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 fads. Real property which is jointfy-owned with
right of
survivorshiD must be disclosed on Schedule F.
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. None
I,
I
TOTAL (Also enteron line 1, Recapitulation) $
(if more space is needed. Insert additional sheets of the same size)
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COMMONWEALTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIOENT DECEDENT
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
21-<J1-OOO97
ESTATE OF
Catherine E. ~itzel
All property jointly-owned _ right of survlvo..hlp must be disclosed on Schedule F.
VALUE AT DATE
OF DEATH
ITEM
NUMBER
1.
DESCRIPTION
First Union Securities AcCOlnlt No. 86953849
Aim Funds Group 3,516.174 shares at $12.20
Alliance Growth and Income Furd8,375.105 shares at $3.78
Alliance Health Care Furd, Inc. 1004.791 shares at $11.93
Alliance Technology Furd, Inc. 470.554 shares at $90.11
Hancock John Investment Trust 1,314.406 shares at $19.13
Mlss Investments Growth Stock Furd, Inc. 928.793 shares@> $15 91
PIM:D Furds Pacific Investment Management Series
1.994.018 shares at $10.17
IT Dow Dividend and Repurchase 14,001 shares at $11.37010
42,897.32
31,657.90
11,987.16
42,401. 62
25,144.59
14,777.10
20,279.16
159,192.77
TOTAL (Also enteron line 2, Recapitulation) $
(If more space is needed, inseri edditional sheets of the same size)
348,337.62
.'--".. "--
-~-----'_.
REV-1S07 EX+ (1-97) '*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE D
MORTGAGES & NOTES
RECEIVABLE
FILE NUMBER
21-D1-OOO97
ESTATE OF
Catherine E. Weitzel
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
DESCRIPTION
VALUE AT DATE
OF DEATH .
'I
,
,.
None
!'
I;
I
11
TOTAL (Also enter on line 4, Recapitulation) $
(It more space is needed, insert additional sheets of the same size)
REV.,...,01140*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATEOFCatherine E. Weitzel
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
21-01-00097
Indude the proceeds of litigation and the date the proceeds were received by the estate. All property jointly..owned with the right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
1.
2.
3.
4.
5.
6.
7.
8.
VALUE AT DATE
OF DEATH
II
DESCRIPTION
First Union Certificate of Deposit
Account Ntnnber 247412050792448
First Union Certificate of Deposit
Account Ntnnber 247412050792448
Accrued Interest
First Union Certificate of Deposit
Account Number 247412056321248
15,566.89
40.03
16,691.46
First Union Certificate of Deposit
Account Ntnnber 247412056321248
tccrued Interest
First Union Certificate of Deposit
Account NiJmber 247412056321249
85.67
16,691.46
First Union Certificate of Deposit
Account Number 247412056321249
Accrued Interest
85.67
Allfirst Checking Account
No. 0010652213
11,688.97
100.00
One wanan's wrist watch and one pocket watch
60,950.15
TOTAL (Also enter on line 5, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
''''''''EXO''''''..
COMMONWEALTH OF PENNSYLVANIA
INHERJTANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE F..
JOINTLY-OWNED PROPERTY
Catherine E. Weitzel
FILE NUMBER
21--Dl-00097
ESTATE OF
If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G.
SURVIVING JOINT TENANT(S) NAME
ADDRESS
RELATIONSHIP TO DECEDENT
A.
B.
c.
JOINTLY-OWNED PROPERTY:
LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH
ITEM FOR JOINT MAOE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECO'S VAI.UE OF
NUMBER TENANT JOINT deed for jointlY.f1eld real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST
1. A.
None
TOTAL (Also enter on line 6, Recapitulation) $
(If more space Is needed, insert additional sheets of tile same size)
REI/.1510ex..(1.&1)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Catherine E. Weitzel
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON.PROBATE PROPERTY
FILE NUMBER
21-D1-OOO97
Th~ schedule must be completed and filed Iftha answar to any of questions 1 through 4 on tha reverse side of the REY.1500 COYER SHEET ~ yes.
OESCRIPTION OF PROPERTY 'kOF
ITEM INCLUOET'riENAMEOFT'riE~i<EE. T'ri8RREtATlCNShIPTOCECEOENTANOT'riE OATE OF TRANSFER. DATE OF DEATH DECO'S EXCLUSION TAXABLE YALUE
ATTACH ACOF'Y OF THE OEEO FORRf.o\I.ESTATE. YAlUE OF ASSET . INTEREST nFAPP\.ICABLE\
NUMBER
1. Warren C. Hillbish,
Spouse of niece $3,000.OC
Date of transfer: December, 2000 $20,000.00 $17,000.00
2. Thanas Hines,
Spouse of niece $3,000.OC
Date of transfer: December, 2000 $20,000.00 $17,000.00
3. Susan E. Hillbish,
Niece
Date of trarisfer: January ~~ 2001 $10,000.00 $3,000.OC $ 7,000.00
4. Sandra Hines, Niece
Date of transfer: January ~, 2001 $10,000.00 $3,000.OC $ 7,000.00
TOTAL (Also enter on line 7, Recapitulation) $ 48,000.00
(If more space is needed, insert additional sheets of the same size)
,I
REV-tSl1EX..(I.m)
'*'
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RE IOENT OECEDENT
ESTATE OF
Catherine E. Weitzel
FILE NUMBER
21--D1-OOO97
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Opening of grave $ 78.00
Funderal luncheon $ 222.00
B. ADMINISTRA liVE COSTS:
1. Personal Representative's Commissions Warren C. Hillbish $20,000.00
Name of Personal Representative (s)
Social Secunty Numbe~s) I EIN Numbero! PelSonal Representative(s)
Street Address 24 Wagner Circle
I-lt.mrelstawn PA 17036
City State Zip
Year(s) Commission Paid: not yet paid
2. Attomey Fees $18,000.00
3. Family Exemption: (If decedenfs address is not the same as claimanfs, attach explanation)
Claimant
Street Address
City State Zip
Relationship of Claimant to Decedent
4. Probate Fees $ 738.43
5. Accountanfs Fees
6. Tax Return Prepare(s Fees
7.
.
TOTAL (AlSO enter on line 9, Recapitulation) $ 39,038.43
(If more space is needed, insert additional sheets of the same size)
REV-t512EX.(1.97)
'*
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Catherine E. Weitzel
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FILE NUMBER 21-01-00097
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION AMOUNT
2.
HRC Manor Care Nursing
balance due to rnrrsing home
RIIK; Corporation
medications
$1,768.24
1.
$ 10.44
3.
HCR Manor Care fursing
roan charge
$132.00
4.
New York Life
overpayment fran armunity (made after date of death)
$150.00
5.
Ranberger ~ria1s
add date of death to ll1eIIX)rial
$ 98.00
TOTAL (Also enter on line 10, Recapitulation) $ 2,158.68
(If more space is needed, insert additional sheets of the same size)
AEY_15'3EX.{1-97}~
~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Catherine E. Weitzel
SCHEDULE J
BENEFICIARIES
FILE NUMBER 21-<Jl-00097
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
I. TAXABLE DISTRIBUTIONS (Include outright spousal distributions)
Susan E. Hillbish
1. 24 Wagner Circle
Hummelstown, PA 17036 Niece 1/3
2. Sandra N. Hines
1801 Mission Road
Vestavia Hills
Binnington, AI.. 35216 Niece 1/3
3. Cynthia K. Beane
7 Rosewood Drive
West Grove, PA 19390 Niece 1/3
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. Second United Church of Christ
251 Verbike Street
Harrisl:urg, PA 17102 $3,000.00
TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 3,000.00
-,
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(If more space is needed, insert additional sheets of the same size)
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AIM FUNDS GROUP: VALUe FD CL B
Pricing History Report
symbol:
CUSIP Number:
Exchange:
Type:
AVLBX
00887972
OTC - Mutual Funds
Mutual Fund
Currency: Currency as Reported
Daily Prices From: 1/1212001 to 1/1212001
. ~ ...
1/12/2001
Offering Price
12.20
Net Asset Value
Date
12.20
New RelJort ' Mod Ify Report Criteria
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35llP, \14- 6hares
I
42 ctq '1. ;; 'L
I
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1~,(7D
.../200 1 &sarnpleCount=30&sarnpleTnterval=Daily&span=Day&money=CAR&adjustment=on&d1 fl7fO 1
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Dow Jones Interactive Quotes & Market Data
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Page lofl
ALLIANce GROWTH AND INCOME FUND: CLASS B
Pricing History Report
Symbol:
CUSIP Number:
Exchange:
Type:
CBBDX
01859720
OTe - Mutual Funds
Mutual Fund
Currency: Currency as Reported
Daily Prices From: 1/1212001 to 1/1212001
Date
Offering Price
Net Asset Value
1/1212001
3.78
3.78
Mew Report I MQd;ty Repo<t Cdteria
Copyright@ 2000 Dow Jones & Company, Inc. All Rights Reserved.
<? 315. lD5 .5hOJe~ ~ 3.7~
I
3 I loS 1 gD
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.. .1200 I &sarnpleCount=30&samplelnterval=Daily&span=Day&money=CAR&adj ustment=on&dl /17/0 I
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ALLIANCE HEALTH CARE FD INC: CLASS B
Pricing History Report
Symbol:
CUSIP Number:
Exchange:
Type:
AHLBX
01860020
OTe . Mutual Funds
Mutual Funa
Currency: Currency as Reportee
Daily Prices From: 1/1212001 to 1/1212001
Date
Offering Price
Net Asset Value
1/1212001
11-93
11.93
New Report I Modify Report Crl(eria
Copyright @ 2000 Dow Jones & Company, Inc. All Rights Reserved.
I OD4. 1q I sha.res @...
I
11,93
\\lq~1. \LP
.. ./200 I &sampleCount=30&samplelnterval=Daily&span=Day&money=CAR&adjustment=on&dl/17 /01
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Page 1 of1
ALLIANCE TECHNOLOGY FUND INCORPORATED: CLASS B
Pricing History Report
Symbol:
CUSIP Number:
Exc;hange:
Type:
ATEBX
01878030
OTe - Mutual Funds
Mutual Fund
CUrr8ncy: Currency as Reported
Dally Prices From: 1/1212001 to 1/12/2001
.....,...._~
Date
Offering Priee
Net Asset Value
1/12/2001
90.11
90.11
New Report : Modlty Report Criteria
Copyright@ 2000 Dow Jones & Company, Inc. AU Rights Reserved.
470. 55 4- s hltt'ts e
90,11
41401.~~
I
...12001 &sampleCount=30&sampleInterval=Daily&span~Day&moneFCAR&adjustment~on&dl/171O 1
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HANCOCK JOHN INVESTMENT TRUST II; FINL INOS FD B
Pricing History Report
Symbol:
CUSIP Number:
Exchange:
l)Ipe:
FID8X
40990560
aTe - Mutual Funds
Mutual Fund
Currency: Currency as Reported
Daily Prices From: 1/1212001 to 1/12/2001
1/1212001
Offering Price
19.13
Net AS$et Value
Date
19.13
New Report : Modify Report CrIteria
Copyright@) 2000 Dew Jones & Company. Inc. All Rights ResclVca.
I 3 14 . 4DL> S hCltf~ ~
\
\9.13
25 14~ sq
~
.. .12001 &sarnpleCount=30&sarnpleInterval=Daily&span=Day&money=CAR&adjustment=on&d1/17/0 1
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Page I ofl
MASS INVESTMENTS GROWTH STOCK FUND INCORP.: GLASS B
Pricing History Report
Symbol:
CUSIP Number:
Exchange:
Type:
MIGBX
57571920
OTC . Mutual Funds
Mutual Fund
Currency: Currency as Reported
Daily Prices From: 1/12/2001 to 1/12/2001
Date
Offering Price
1/12/2001
15.91
Net Asset Value
15.91
toIew Report Modify Report Criteria
Copyright @ 2000 Dow Jones & Company, Inc. All Rights Res8lWld.
q /- ~ I
q 2-~. 1 -3 Sha.ti s e !:J'
\4 I 111. \0
.. .1200 1 &sampleCount=30&sarnpleInterval~Daily&span=Day&money=CAR&adjus!ment=on&d1 / 17/01
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PIMCQ FUNDS PACIFIC INVESTMENT MANAGEMENT SERIES: RL RTN BO CL B
Pricing History Report
Symbol:
CUSIP Number;
Exchange:
Type:
PRRBX
69339113
OTe . Mutuai Funds
Mutual Fund
Currency: Currency as Reported
Daily Prices From: 1/1212001 to 1/1212001
_...._.n"_"
_=-=-:.-. .0'--' -. ,., .
Date
Offering Price
Net Asset Value
1/1212001
10.17
10.17
New Report I Modify Report (Sltena
Copyright @ 2000 Dow Jones & Company, Inc. All Rights Reserved.
\ QQ4.61<6 6hCLr-ts e ID.11
j
20 2--A. l(p
.
,..1200 1 &sampleCount=30&sampleInterval=DaiIy&span=Day&maney=CAR&adjustment=on&c.U 11710 I
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Nlke Securities L.P. Pricing
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03/12/01 11:52AM;.JetF.vc #812;Page 11/12
... ---.... .-.-.-
Page t oft
. .
Pricing
FT
now DIV & REPURCHASE 10 FEB 00
Prt,;duc t5
r.-:Ull1pdny Into
S;;.lc::i Tools
EI 302641027 (Casb)
o 30264K335 (Reinvest)
EI 30265J162 (Wrap-Reinvest)
. to my product list
\.'Vholes,altrs
Contact
CU;JtOlTlt:f Service
Pricing Information (as oltrade date 1112101)
Primary Or Secondary NA V
POP
Port Value Historical
Performanee
Secondary
$11.37010 11.69170 $11.37010 _
We apol0gi2e that we eannot offer Ae.rued Interest for Municipal Bonds at tbis time.
Ple..e call as for that informatioo at 1-800-621-1675 Opt l.
We are sorry for tb. incoovleoce tbis aus...
NAY,
The Net A:J5et Value i~ the price )'ou would ~ivc ityau sold unitS in a cDmmission or fee account. It is
alJO the pri~ you woWd pay 10 purehase 1.I1'Iil$ in il toe ilCcaunt.
The Public Offering Price- is the pOl:(: you wollld havl!: to puy to pu.rc:~ units in a c:olM'lission ltccount.
The Portfulio Value iSlh" vallie of the holdings in the truSl
The mat is in t!l.e primary ot't'ermg penal! anil we can continue to create new lJfli~ to sell as dcn"t1ded,
We cannot C:Te8)t; units 10 meel: demand but we can T~GIl "niU! that Ilave been saki back to us, if
available.
pop,
POI't.
Value:
P,hnary
Seamdll')l
For Use With Brokers Oniy'. Not For Use With The Public.
ThIs material may not be reproduced or shown to members of the PUblic Df u~d in written form as sales
liten5n..e; any suCh USEl would be in vi<<Kation oftt'le NASD Conduct Rules. This material is subject to <:hange.
Copyright ~ 2001 NIIe'Securltles LP. AU rights ressrva!:t
14 00\ bh1.rl5
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http://www.nikesec.comlbrokeronly/scripts/GetPricesqlhigh-new .asp?CUSIP=3 OZ64k327 ...10
1/17/01
SeAt by:.TAISTAN ASSOCIATES
f~r'J'
First Union National8ank
Altn: Account Verifications
P 0 Bo" 4002~
Roanoke V A 24022-7313
March 12, 2001
FUNB
AITN; RACHAEL HUGHES
PA 6779
7176522165;
03/27/01 9:46AM;~ #122;Page 1/2
Reference tD: 147340
SUBJECT: V crifiCalion 1 Coofumanon of Accollllt and aalaoce Inform.tion p;ovided for:
CATHERINE E. WEITZJi.:I. (SSN# 184-26-2978)
Date of Dealll: Janu.ry 12, ZOOI
Ar;counl Account
Type Number
CERTIFICA'('E OF DF.POSIT 247412050792448
LEGAL TITI.E' WAl.TERM. WEITZEL
CAmERINE G. WEITZEL.
~IISA.N fl, IHU .aESH . POA
WARREN r. flILLBISH. POA
DeDOS" Account Information
Oak of Ueath Averace Dall! Mllturlty II\tcrC$l Accrued YTIl l)alt:
9.a.lllnce ~lIian~t. Op",",<l Date Kale (ntefQl IrHcresL?ilid C1O$~
$15,;66.80 7120/1999 7tJ912002 S40m $000
('I::RTII:[C"TEOF [)UPOSIT 2474l2056.321248.
I.ECiAL -rITLE: CArHeRlNE F.;. WI::TfZflL
SUSAN E. Hll.l.JlISIl . POA
WM~RJjN (' 11lJ.I..BlSH. POA
$16,Ml1.46
b/lll9QS
.1/112001
$IolS.t:J7
$000
SO.CXl
CUnlfll'A'fEOP DIiPOS'T 247412050321249
I.I-.(JA I. TITl.o' CATHERINE E. WEITZEL
SUSA"; E. H1LLB1SlI . POA
WAR.RF.N C HILLBISH. POA
$10.691.46
61\1199~
1/112002
$85.67
.. O~C= \0 sysrcm limitatit3tlS. we caTl only pmvide a twelve monlh ""eragc balance on depository .coounls.
Accounl
Typt:
Account
Number
2n/2000
C' ^ THERINE E. WGITZEL
WARREN C HILLBISfI. POA
SUSAN E. HII./.8/SfI. POA
Illt( )KERAGE
86953849
PU,ASE CAI.!. WHEAT fiRST @ 1.877-l58-6J"~
0010~~
Other Accaunt In(ormaHdll
Datl: ofPcath
Balance
D.1<
QpI;nc:d
D~tt
CIQ~~d
Titl~(!>)
Sent by:' TRISTAN ASSOCIATES
7176522165;
03/27/01 9:47AM;~ #122jpage 2/2
,_N'
Rerere~ 10: 147340
. D:stc of death balance does not include accrued interest
.Ifdatc of death occurrson a weekend or a holiday. date ofdea.th balance does nol incllJde any tTwlsaction' that were
made during that time period.
Mat<h 12.2001
Oat.
Drema Rubinotl'
Dope,;ro!")' Rcprosenrari,'.
Serviccntc:r Associa[c
Tnl.
(540)5(,3.7323
Phont: Nu.mb~r
dr;ng
001o..~
Sent by:- TRISTAN ASSOCIATES
7176522165;
03/27/01 9:47AM;Jedax #122jpage 2/2
F~t-r
RJ:ferem:c 10: 147340
. Date: of death balance does not include accrued interest
. If date of death occurrs on a weekend or a holiday, date of death balance docs not include any mtnsactlons that were
made during that time period.
sentadvc
March 12.2001
Date
Dl'ema Rubino!'"
Oopository Rep.....ntative
Serviccnter Associate
Title
(540)563-7323
Phont; Number
dr;ng
0010.12
Sent by~ TRISTAN ASSOCIATES
7176522165;
03/27101 9:47AM;Jedax #122;page 2/2
f~t-J'
Ror.= 10: 147:140
. Date of death balance does not include accrued inlere't
. If date of death occurrs on a weekend or a holiday, clate of death balance does not include any trwlsactions that were
made during that time period.
March 12, 200 I
O.to
Orema Rubinoff
Depository Represent.rive
Serviccnter Associate
TlIlo
(540)5(,3-73H
Phone Nomber
dT; ag
0010.12
. 05/08/2001 07: 57
97032808428
AUTOMATA IN
PAGE 04
<!!6W1JJ.~
UEV\lELERS
1132 East Chocolate Avenue, Hershey, PA 17033 . 717-533-4535
4 April 2001
JEWELRY APPRAISAL FOR:
Tbe Estate of Catberine E. Weitzel
c/o Mrs. Warren Hillblsh
24 Wagner Circle
HummeLstoWlJ, P A 17036
ITEM 1:
Yellow gold-filled bnnting case design Keystone watch CllSe tbat is set with a
seventeen (17) jewel Cleveland Ban watcb movement bearing the serial nntnber
B134955.
VALUE: $ 100.00
ITEM 2:
Lady's ten (10) karat rolled gold case Bulova wrist watcb.
VALUE: None
....(.
J1- lit-
Henry J. Ruhl
NOTE: This appraisal collstitutes our carefully studied alld cOllsidered opilliog of the corrent
,-
*'
co./lWONWIAl,1lt QF 'eNN'TLVANIA
Ot""RTM~NT PF RlVIINUf
INHEllTAHC:E TAX DlYJ$lON
ot..,..~,
Jof4RRlSlOIfG.Pr' 171 Z8-060i Please Print or Type
MUST aE COMP,EreD BY EPReSE..T"T1VE Of fl....NCIAL INSTITUTION WHERE SAP! DEPOSIT BOX IS I.OCATED AND RETURNED TO ABovE ADDRESS
COUNTY CODE Flu. NUMSER SOCIAL SECURITY OR DEATH CEllTIFICATI NUMBIR
q. 16 - A "'1 7'6,
OA EOF
SAFE DEPOSIT BOX
INVENTORY
Rl'!y.4a$ E)I:+ 'n.n)
!CEDENT NAME (fAST, fiRST. MIDDLf!
; W i rz.. e(... CJ9TII tlf 'Nt t::. .
ADDRESS OF DECED_NT (STREE1I ICllY)
. i 'J. If c..AI CJr' 'I VM#1 t:'-~c"'/
NAME AND ADDRESS Of PERSON RIQUESllllG TIll OPENING OF TNESAl'! DEPOSIT BOX
~AME) ~ .
WAIfI{~f'/G. HI L<'l'5lf H.
(STATE)
(ZIPCODi) .
/7C'J6..
ISTREET .4.0DRESS} (CITYl
~ !IV: t:-A/t/"l C ~ /iVIYlA1f"'SJT'vN
NAMe,. ADDIUSS A ~ RlLATIONSHIP (IP ANY) TO DECEDENT. 0. PUSONIS) PRESlNT AT THE BOX OPINING
aI. (NAME) , IRElATlON$HI"
wnltnf;A/ c-- /-Itl..l., (jt rHo l,v. '-lJvV.
(STREET ADDRESSj : (CIlY)
wl9 Co.Al'1l c t1 f>A)If)Iit.:J'lC1IY
I$TAT~
t119
(ZIPCOD~
i707G
~. (NAME)
(RELATlONSHIP')
IZJ. COO~
'7f'}6. .
{51REeT AOORES$J::
(CITYI
(STATE]
{I1I"COOfl
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(Rf1.ATlONSHIPl
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{eIlY)
tSTAiE) \ZlP CODE}
c~~; II t~'- . ;JnTEJ
DA TO AND TIMO OF LAST I'NTRY
s:-'+ .1'7.
(ZIP CODE)
/7co (;.
r. I "1:'"'Z.#'-.
o.
..INAMEI
-
(STREeT AODRfS$J
(STRUT ADDRESS)
(CITY)
(STAT1')
(ZIP COOO) (CITY)
(STATE)
[ZlPCODf\
NAME ANI> TITLE 0. EMPLOr. TAKING THE INVENTORY
/:cl'9.
If. yu, G. ba~ of willI
b. Name Clad~. of ~.n" .........ntutl'V., if. ~ I" th4t wiD
INAME} j
'ST~EfT ADDIt!!:!lSr:
(CITY)
{STATEl
tllPCOQE)
c. N.m. Qnd .del... of attQnMYt If" any
(NAMi} :
(SnEET AODllE$$)"'
(CITY]
ISiAT~1
[ZIP CODE)
90 3811d
NIIIl.IIWOl.nll
8<:1>808<:E0L6
L9:L0 100<:/80/90
Poge
of
SAFE. DEPOSIT BOX INVENTORY
INSTRUCTIONS
(1) Ca.h: Report 10101 only. . . . .
(2) Stocks: li~t in detail Qvery eommon or preferred eel'tificcrra, warrant or oth., rights found' in box. Stocks ore
tQ be" des.ignoted by nome of compcny, certific:ote number{ date of certific:gfe, name in which stock is rQgiiter9d,
and numb,; of .har.. and doss of .toek.
(3) Ob1i8atio~s of U. S. Government: Number ~f items, date of inu., face value, names in whic;h r'egistered
and type 41 ownership, i..... jointly held, payable on death, .Ie.
(4) Bonds: 0..i9nal. by name, amount, ..riol number, or other designolion. (Bearer Bond.)
(5) lksnk and~vlnlls and Loan Paubooks: Stat. name of depolitor, number of book, lo.t date appearing In
book, nom, 01. bank and brane~, and balance.
. .
(6) Jewelry, ~oins, SIamps, Manuscripts, .Ic: List and delcrib. a. fully a. possibl..
(7) Deeds, MC?rtgaS8$, Cur,ent Insurance Policie. or other evidences of 'Rd.bfedn..s~ List ond de.lit:ribe as
fully a. po~ibl.,
(8) All olher ';"ntenl..
ITEM
NO.
ITEM aESCRIPTION
f.,() iN Cct-c-i.-f
0' S .f7C''::;(C4 r /.^- i1 TC'lj :
I.
;.,o(.J] IN CC't-C',-j
L
I,r 1A/YJ. 1"C1/-
oo/-l-o/'C-
I CIIUIF't UNIlU PSNALTYiOp PERJURY THAT TilE ABOVE RECORD IS PIRSON
CORR!C;'I AND cOIII'un 10 THE &EST 01' MY KNO DCI AND IlIiLlEP SA
SI Ul!~';
R NT NAM
. T11 CfrlrJ.9 19-
Pltl l
,AMi AND C:AP R
tlReE~ C.
CH leA OF AEIOX:
~,*,UfOr(t"xl O.A.dmil'liatrotortlrlx)
Oe:'I1at. RilpntWnttltivo 0 Jaint own.,- of sm. deposif boJC
Attach ..ddlrio~1 8."," " ll" .heet.(s\lf n.......ry or un dupllca... af this POI. of farm.
f?t el9 .
NOTI:
90 3811d
NIIIIIIWOlnll
82:178082:E0L6
L9:L0 ,002:/80/90
PETlT10N FOR PROBATE AND GRANT OF LSTTEJ;S TESTAMENTARY
e~tate of
Catherine E. Weitzel
No..
c:ll-CJI- q7
Social Security No.
. Oeceased.
184-26-2978
To:
Register of Wills for the/ClIDlberland
County of _ in the
Commonwealth of Pennsylvania
aJ~o known as
The petition of the undersigned res;=ectfuf Iy represents that:
Your petitioner(s) isl are 18 years of age or older and the execut or
of the above decedent, dated :tlln L dO
CodiciJ(s) dated f'i I t:l
named in the last Will
,19 .q" and
(state relevant circums,ances, e.g. renunciation. death of executor, etc.)
. . . Cumberland
Oecedent was domIcIled at death In . County, Pennsylv~nja,
wit~ ~ er last family or principal residence at MaTJOr Care Hea11-h ~~c
4 Walnut Botton Road r:.'lrl icl Ii' i PA 170q and was a citizen of ( -- "Y1lc.fc.ll"'-Ton Itup.)
Oecedent, then 94 years of a~e, died January 12 . ~ 2001 at
Manor Care Health ServicPsJ CarIisle, PA
Except as follows, decadent did not marry, was not divorced and did not have 'a child born or
adopted after execution of the Wiil offered tor probate; was not the victim of a killing ~nd was ne'/er
adjudjcated incompetent
Cecedent at death owned property with estimated values as foffo'NS:
(It domiciled in Pa.) AU personal property
(If not domiciled in ?a.) Personal property in Pa.
(It not domiciled in Pa.) P9~onal property in County
Value of reaJ estate in Pennsylvania ...............................
situated as follows:
.S 2 50 ,000 . 00
S
S
S
WHEMEF=OAE, petitioner(s) respecrfulJy request(s) the probate of the last Will and C.ccHcil(S) pre-
ne~Nith and the grant of Letters Testamentary tnereQn.
Warren C. Hillbish
(Printed Name)
24 Wagner Circle
Hummelstown, PA 17036
(Resicencs)
..
I~- ;)..0<;--/1
OATH OF PERSONAL REPRESENTATIVE
21-01-97
COMMONWEALTH OF PENNSYLVANIA
CUMBERlAND
COUNTY OF_
}
SSe
The petitioner(s} above-named swear(s) or aHirm(s} that the statements in the foregoing petition
are true and correct to the best of the knowledge and bel ief of petitioner{s) and that as personaj repre-
sentative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law.
. Sworn to or aHirmed an~ubSC:ribed
tJfore me this. ;?d/ day of
~ .W< 2001
'ffJa~/-'. ..bux:.; If'1J. e;"n~..:n~~.~
. . Fer the RegJster
d~~
. .
Estate of
N 21-01-97
o.
Catherine E. Weitzel
. Deceased
"
CECREE:OF PROBATE ANO GRANT'OF LETT'Ei1S TESTAMENTARY
ANO NOW. JANUARY 23 . ~ 2001. in consideration ot the petition on the reverse side
hereof, satisfactory proof having been pre~ented before me, IT IS OECREED that the instrument(s)
dated JUNE 20. 1997 described therein be admitted to ~robate and filed of record as the
last Will of CA1'HRRTNF. E: WEITZEL
and Letters Testamentary are hereby granted to
WARREN C. HILLBISH
'n?CU:;.Cl: ~ -ptA,. t!d.~ Q~<i~
Register or Wilts I
FEES
Probate, Letters, etc. ........
Short Certificates ( 5 ) ...... S
~~.EXTRA. PGS..... S
JCP FEE
TOTAL ................
S 270.00
15.00
18.00
5.00
S 30fL 00
Shannon Piergallini-Smith, .Esquire
Attorney (Sup. et. I. O. # ~UUb) )
523 Walnut Street
Allentown, PA 18101
Address
Filed JANUARY 23, 2001
(610) 432-0720
Phone
MAILlD LETTERS AND ORDERS TO ATTORNEY JANUARY 23, 2001
InneMtancs Tax Volume
Fa~e
Line
File No.
This is to certifY th t h . Fc .
L . 1 R . at. e. In ormatIon here given is correctl co . d fj . . . 21-01-97
oca egistrar. The onglOal certificate will be forw d d Y h PSle ro~ an onginal certIficate of death duly fiI d . h
ar e to t e tate Vital Records Office Fco e Wit me as
, r permanent filing.
WARNING: It is illegal to duplicate this copy by photostat h
or p oto~~raph"
Fee for this certificate, $2.00
4~)
P 7122791
?'J -/7" - ~I
Date
;
No.
Hl05.143 R.... 2/87
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALT.... VITAL RECORDS
CERTIFICATE OF DEATH
lYPEIPRINT
IN
PfRMANENT
ILACK INK
ilIl. . LaIt)
. eIr)
2. Female J. 184 - 26 - 2978
PlACE OF au. TtiCMCk 0ftIr _. _ ~ l)/l _ Side)
4. Janua
12 2001
t. Catherine E. Weitzel
AGE(LUt 1lirIhd1ly) UNDER' V1!AR IJNl)ER , DAY
DATE OF 81Rnt
lMooO. 0.,. Y~
BIRTHPlACE ICiIy-
_.01 Foqq.~)
Harrisburg
7.IJA
FACILITY
0IMr
llI*iM 0
..
94 Yn.
Of' DEA
InpeIillftl 0
Ie.
{It lICIt inII......... giw __ _ IIUlIlbeIl
CITY. lOR .
a.Jun 1 7
TH
.r
~'.
.... Cumber land
DECEDENrS USUAL. OCCUPATION
k.South ~dd1eton
KIND OF llUSlHESSIlHDV8TRY
MARITAl. STATU~
~~.
c
w
foI)
;:)
~
:i
III -wne"': de _Ide .....)
ttLAuto Underwriter ttllState Auto
DECEDEHT'S a.tAIL.IG AOORESII I..... CIp'T_. s.... l.Ip Code) DECEDEHrS
ACTUAl.
940 Walnut Bottom Road ~
OIl .....Iide)
tl. Carlisle, PA 17013
Ii. NAME tFinl. Middle. LMQ
tl. CIa ton Weber
H"OMWO'S ~ (Tw-f'mO
BLSuBan HilLbish
METHOD Of' OIII'OIITION
...... IX1 CrWMliOll 0 R__ '""" .....
0cIneIlcIn 0 0IMr ~)
J1L
alGNA T\JRa Of'
ltc. St. John's Cemetery
PA
Widowed
tTc.lKI Y...-.-lMdro South ~ddleton
PA
....
17.. StMe
Did
decleClellI
.... In .
Cumber land -..sIlip? 17... 0 ::,..~.:::: of
UOTHeR1l NAME (FirII. Middle. ...... S-)
~
t ft.. COUIlIy
n. Grace E. Smi th
INFORMAHT'S MAILING AIXlRU8 I....... CIrIT-. .... l.Ip Code)
..24 Wa er Drive Hummelstown PA 17036
PlACE Of' OISPOSlTlON. NemlIII Cemelecy. ~ LOCATION. ca,n'-. ..... ZilI Code
Of 0IMr ,...
lie. 2100 Linglestown
UCEHSE
17110-
,..... 0.,. YMf)
Dc.
PIt.
WAS CASE REFERRED TO ~
Y"U
a.
-1m
......... ~
-- ........
PART II: 0Ilw.............................
lICIt ,.....111.. -.. _ __. P/IIfr l.
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DUE TO (Oft Aa A COH8!QU!NCl 01'):
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DUE TO toft Aa A COH8EOto'eNCI 01'):
QUE TO toft Aa A CONIIQU!HCI 01'):
DAn: INJURY
(IiIDnlII. 0.,. Y~
OF INJURY
INJURY AT WORK? DeSCRIBe HOW INJURY occ:uRRED.
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ori
...
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INDlNOI OF TH
AVAa.AaE PRIOR TO
COWlE1lQH OF CAUIE ........ aa
01' DeATH?
AocICidenl 0
Y"O -CD Y"O -1jD IuIc:IIle 0
Could lICIt lie ...........
Hall*ile
o
o
o :ce 01' INJURY-AI ....... IwIn.. :. ,....,. olb
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...
Y.. 0 - 0
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PendIng IlwMIlgalIall
JIll.
one
;~~=::::..4.~=-==~::-~~~end~~_2~)
"PROHOUHQNG AND CERT1FYING PHYSICIAN (~bolh ~ dAlh Ind certifying to QUM 01 dNlh)
To.... ..... of mr 1lnowIedge, cIMth occurred . the lime, .... end pIKe. end due to lb. ~M(.'1IIlCI menner aJ ~ _ .
JI.
o JUl.
o
DAn: SIGHEO ...... 0.,. YMf)
Jt" ~Af, \1 ~.
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Jtc.
NAME AND
<<-c:~ ~~~ ()
o JJ. 850 Walnut
DATE fILED I~. 0.,. Y...,
Bottom Road, Carlisle, PA
'MEDICAL ~ER
~ ~ ~umlnadon lIIIdIot InvntJptlon, In ~ opinion. ..... occUfNd at the t/nle. dMe, WId pIKe, end due to .... cauM(a) end
\MtO
~"J,~~~ J'\ 0\. 'D.
M.
I~ AZI.z~
21-01-97
mast mill 'lull westameut
OF
Catherine E. Weitzel
I, Catherine E. Weitzel , of Carlisle, Cumberland County,
Pennsylvania, being of sound and disposing mind and memory, do
make, publish and declare this to be my Last will and Testament,
hereby revoking all wills and Codicils by me at any time made.
ITEM I: I direct that all inheritance and estate taxes
becoming due by reason of my death, whether such taxes may be
payable by my Estate or by any recipient of any property, shall be
paid by my Executor out of the property passing under this Will,
which is not specifically devised or bequeathed, as an expense and
cost of administration of my Estate. My Executor shall have no
duty or obligation to obtain reimbursement for any such tax paid by
my Executor even though on proceeds of insurance or other property
not passing under this will.
ITEM II: I hereby exercise all powers of appointment
which I may have at the time of my death in favor of my Executor,
and all property subject to all such powers shall be included in my
Estate
ITEM III: I specifically give and bequeath the sum of
$3,000.00 to the Endowment Fund of the Second United Church of
Christ, now or formerly of Green and Verbeke Streets, Harrisburg,
Pennsylvania.
ITEM IV: I direct that all of my remaining household
furniture and furnishings, automobiles, books, pictures, jewelry,
china, linen, silverware, wearing apparel, and all other like
articles of household or personal use and adornment pass to and
become part of my residual estate and pass as set forth under Item
V below.
ITEM V: I give, devise and bequeath all of the rest,
residue and remainder of my property, real, personal and mixed, to
be distributed by my Executor, as follows:
(a) One-third to Susan E. Hillbish, now or formerly of
Hummelstown, Pennsylvania, the niece of my late husband.
In the event Susan E. Hillbish fails to survive me, then
such share shall pass, per capita, to her husband Warren
C. Hillbish and her children Shannon S. Piergallini and
James J. Piergallini, Jr.
(b) One-third (1/3) to Cynthia L. Beane, now or formerly
of West Grove, Chester County, Pennsylvania, the niece of
my late husband. In the event Cynthia L. Beane fails to
survive me, then such share shall pass, per capita, to
her husband Kenneth Beane and her children Christopher
Beane and Sarah Anne Beane.
(c) One-third (1/3) to Sandra N. Hines, now or formerly
of Birmingham, Alabama, my niece. In the event Sandra W.
Hines fails to survive me, then such share shall pass,
per capita, to her husband and any children she may have
at that time.
ITEM VI: In the settlement of my Estate, my Executor
shall possess, among others, the following powers to be executed
for the best interests of the beneficiaries:
(a) To sell either at public or private sale and upon
such terms and conditions as my Executor may deem
advantageous to my Estate, any or all real or personal
estate or interest therein, whether owned by me severally
or in conjunction with other persons or acquired after my
death by my Executor, and to consummate said sale or
sales by sufficient deeds or other instruments to the
purchaser or purchasers, conveying a fee simple title,
free and clear of all liens or trust and without
obligation or liability of the purchaser or purchasers to
see to the application of the purchase money or to make
inquiry into the validity of said sale or sales; also, to
make, execute, acknowledge and deliver any and all deeds,
assignments, options or other writings which may be
necessary or desirable in carrying out any of the powers
conferred upon my Executor in this Paragraph VI (a) or
elsewhere in my Will.
(b) To pay all costs, taxes, expenses and charges in
connection with the administration of my Estate. My
Executor shall pay all legal expenses of my last illness
and my funeral expenses.
(c) To distribute my Estate in kind or in money. If any
assets are distributed in kind, they shall be distributed
at their respective value (s) on the date (s) of their
distribution.
(d) To retain any investments I may have at my death so
long as my Executor may deem it advisable to my Estate so
to do.
(e) To vary investments, when deemed desirable by my
Executor and to invest in such bonds, stocks, notes,
money markets, real estate mortgages or other securities
or in such other property, real or personal, as he shall
deem wise, without being restricted to so-called "legal
investments."
(f) To mortgage real estate and to make leases of real
estate.
(g) To borrow money from any party to pay indebtedness
of mine or of my Estate, expenses of administration or
inheritance, legacy, estate and other taxes.
(h) To vote any shares of stock which form a part of the
Estate and to otherwise exercise all the powers incident
to the ownership of such stock.
(i) In the discretion of my Executor, to unite with
other owners of similar property in carrying out any
plans for the reorganization of any corporation or
company whose securities form a part of the Estate.
(j) To distribute my personal property directly to the
Guardian of the person of any minor beneficiaries
hereunder.
(k) The right and discretion to elect the most
appropriate settlement options for any pension plans,
individual retirement accounts or other employee benefit
options, as deemed most appropriate by my Executor,
assuming such election shall be in accordance with
procedures established by the plan's administrative
committee or administrator, as the case may be, if such
elections have not been made prior to my death.
(1) To do all other acts in judgment of my Executor
necessary or desirable for the proper and advantageous
management, investment and distribution of my Estate.
(m) The right to engage accountants, attorneys,
appraisers and other agents, as deemed necessary by my
Executor, to render advice to and/or represent my
Executor, as my Executor deems necessary or appropriate
to the administration and preservation of my Estate.
ITEM VII: Any person who shall have died at the same
time as Testatrix or in a common disaster with her, or under such
circumstances that it is difficult or impossible to determine who
died first, or who shall fail to survive Testatrix by a period of
thirty (30) days, shall be deemed to have predeceased her.
ITEM VIII: I nominate, constitute and appoint Warren C.
Hillbish, now or formerly of Hummelstown, Pennsylvania, to be my
Executor (herein referred to as "Executor"). In the event of the
death, resignation, refusal or inability of Warren C. Hillbish to
serve as Executor, I nominate, constitute and appoint Shannon S.
Piergallini, now or formerly of Hummelstown, Pennsylvania, to serve
as successor Executor in his place. My Executor and any Guardian
are specifically relieved from the duty or obligation of filing any
bond or bonds.
ITEM IX: If any minor child or legally incapacitated
person is entitled to receive any assets hereunder, or if a
Guardian of Assets is required, then I nominate, constitute and
appoint that person's parents, surviving parent, or court appointed
legal guardian as the Guardian of Assets for such person, to use
such assets for the best interests, including education, of such
person, and such guardianship shall terminate upon the age of
majority. Any guardian shall enjoy all of the powers as to the
guardianship as are designated for my Executor herein.
ITEM X: Should any taker under this Will, including any
taker under powers of appointment exercised herein, become an
adverse party in a proceeding for its probate, such taker shall
forfeit his or her entire interest hereunder and such interest
shall pass as part of the residue of my estate, provided, however,
that if such taker is one of the takers of the residue, his or her
interest shall be divided proportionately among the other takers of
the residue. This paragraph shall not be construed to limit the
appearance by any taker as a witness in any proceeding for the
probate of this will, nor to limit his or her appearance in any
capacity in a proceeding for its construction.
ITEM XI: In all references herein to any Executor,
beneficiary or other, the use of any particular gender or the
plural or singular number is intended to include the appropriate
gender or number as the text of this my Last will and Testament may
require.
IN WITNESS WHEREOF, I have set my hand and seal to this
my Last will and Testament, consisting of this, the next and the
preceding four (4) pages this ~()H. day of vV!Jt5 , 1997.
f?~ /h#
Catherine E. weitzel
SIGNED, SEALED, PUBLISHED AND DECLARED by the above named
Testatrix, Catherine E. Weitzel, as and for her Will, in the
presence of us, who, at her request, in her presence and in the
presence of each other, have hereunto subscribed our names as
witnesses in attestation thereof.
('
~/~
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Address /7t[ -6fj ~ ~. .~
Addresi1 t. 61f~Vl(e;ff~ )?l 't/(}/Iy~.:t .
, I r?d/
1?(}6J .-
Address
AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
SS. :
COUNTY OF DAUPHIN
We, 9.e V\t'\ ~ IT. 'Rowe- , -3t::>vt:"1 c'..Q f. fill/! /rfI. ,
and , the witnesses whose names are
signed to the attached or foregoing instrument, being duly
qualified according to law, do depose and say that we were present
and saw the Testatrix sign and execute the instrument as her Last
Will; that the Testatrix signed willingly and executed it as her
free and voluntary act for the purposes therein expressed; that
each subscribing witness, in the hearing and sight of the
Testatrix, signed the will as a witness; and that to the best of
our knowledge, the Testatrix was at that time 18 or more years of
age, of sound mind and under no constraint or undue influence.
Sworn to or affirmed and subscribed to before me by
p~~ r. Row I' , -----.&""''' 1"<2... <;' . SWI i~ ' and
, wi tnesses this fA-- day of
.:::II) ue
, 1997.
{J;s I ~~ ,
~/J{~ ~ ~;z(
witness
Witness
;?/{/jJt/J1J~
No ary Publl.c
My Commission Expires:
(SEAL)
Notarial Seal
John R. Beinhaur, Notary Public
Hampden Twp., Cumberland County
My Commission Expires March 13, 1999
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
55. :
COUNTY OF DAUPHIN
I , Catherine E . Weitzel, the Testatrix whose name is
signed to the attached or foregoing instrument, having been duly
qualified according to law, do hereby acknowledge that I signed and
executed the instrument as my Last Will; and that I signed it
willingly and as my free and voluntary act for the purposes therein
expressed.
Sworn to or affirmed and acknowledged before me by
Catherine E. Weitzel, the Testatrix, this ~OfA.v day of vVIUtE ,
1997.
~d~~ kb,~
Catherine E. Weitzel
Nr:l~( Off<<
My Commission Expires:
(SEAL)
..-.>
Notarial Seal
John R. Beinhaur, Notary Public
Hampden Twp., Cumberland County
My Commission Expires March 13, 1999
. r. "
.
.),/ _ 01-- '/7
~
COMMONWEAL TH OF PENNSYL VANIA}
} ss:
COUNTY OF CUMBERLAND }
Warren C. Hillbish
being duly sworn according to law, deposes and says that she/he Executor
of the Estate of Catherine E. Weitzel
late of South Middleton Township,
Cumberland County, Pa., deceased and that the within is an inventory made by
Warren C. Hillbish
, the said Inventory
of the entire estate of said decedent, consisting of all the personal property and real estate, except,
real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of
Notarial Seal
Glenda E. Reiss. Notary Public
Allentown, Lehigh County
My Commission Expires May 18. 2002
Member, ennsylvania Association ot Notaries
the Inventory represents its fair value as of the date of decedent's death.
~-..~~.1:t
;,.,
1/ / ..', /~ _
"} I I . xec~tor- Administrator
} Warren C. Hillbish
}
} 24 Wagner Circle
}
} Hummelstown. P A 17036
Address
Sworn and subscribed before me, }
2001
Date of Death
Ith
Day
January
Month
2001
Year
INSTRUCTIONS
1. An inventory must be filed within three months after appointment of personal representative.
2. A supplemental 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.
"" ' . ...
Inventory of the real and personal estate of
Catherine E. Weitzel
, deceased
One woman's wristwatch and one pocket watch
First Union Certificate of Deposit (Acct. No. 247412050792448)
First Union Certificate of Deposit (Acct. No. 247412056321248)
First Union Certificate of Deposit (Acct. No. 247412056321249)
Allfirst Checking account (No. 0010652213)
First Union Securities (Acct. No. 86953849)
Aim Funds Group
Alliance Growth and Income Fund
Alliance Health Care Fund, Inc.
Alliance Technology Fund, Inc.
Hancock John Investment Trust
Mass Investments Growth Stock Fund, Inc.
Pimco Funds Pacific Investment Management Series
FT Dow Dividend and Repurchase
$100.00
$15,566.89
$16,691.46
$16,691.46
$11,688.97
$42,897.32
$31,657.90
$11,987.16
$42,401.62
$25,144.59
$14,777.10
$20,279.16
$159,192.77
,J " -.
No. 21-01-0097
INVENTORY
OF THE
PERSONAL PROPERTY
AND REAL ESTATE
OF
Catherine E. Weitzel
Late of South Middleton Township
Cumberland County, Pa., Deceased.
Filed
$409..076.40
Page
Book
SHANNON PIERGALLINI SMITH
Attorney
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY" PENNSYLVANIA
RE: ESTATE OF CATHERINE E. WEITZEL
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Catherine E. Weitzel
Date of Death: January 12. 2001
Will No. 97 Admin. No. 2001-00097
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report he following
with respect to completion of the administration of the above-captioned estate:
1. State whether administration of the estate is complete: Yes
2. If the answer is No, state when the personal representative reasonably believes
that the administration will be complete: N/ A
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final account with the Court? No
b. The separate Orphans' Court No. (if any) fOIT the personal representative's
account is: N/ A
c. Did the personal representative state an account informally to the parties
in interest: Yes
.
{ .. _;r'!C=4
,
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphans' Court and may be attached to this report.
Respectfully submitted,
Date:
(\ 16)~j D l
'~\ '\
lL:.c~~-c '\ "ClLL S"UJ-:L
Shamlon Piergallini S ith, Esquire
141 N. Fifth Street
Allentown, P A 18102
Attorney LD. No. 80065
(610) 821-8100
.,.-
t:..
----
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
Catherine E. Weitzel
Date of Death:
January 12, 2001
Will No.
2001-00097
Admin. No.
21-01-0097
To the Register:
I certify that notice of (beneficial interest) 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 March 1, 2001 :
Name
Address
Susan E. Hillbish
24 Wagner Circle, Hunmelstown, PA 17036
Cynthia K. Beane
7 Rosewood Drive, West Grove, PA 19390
Sandra N. Hines
1801 Mission Road, Vestavia Hills, Binningham, AL 35216
Second United Church of Christ
251 Verbeke Street, Harrisb..trg, PA 17102
N/A
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
March 1, 2001
Name Shannon Piergallini Srrdth
Address 523 Walnut Street
Allentown, PA 18101
Telephone (61G 432-0720
Capacity: _ Personal Representative
~ Counsel for personal representative
KRANSON & PIERGALLINI
ATTORNEYS AT LAW
523 WALNUT STREET
ALLENTOWN, PENNSYLVANIA 18101
(610) 432-0720
(610) 432-0454 (Fax)
MARC KRANSON
SHANNON S. PIERGALLINI
CERTIFED MAIL
RETURN RECEIPT REQUESTED
RECEIPT NO. Z 489 176 663
April 9, 2001
Ms.Mary C. Lewis
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, PA 17013
r" ,
--
-". -
Re: Estate of Catherine E. Weitzel
Will No. 2001-00097/Admin. No. 21-01-0097
Dear Ms. Lewis:
Enclosed please find a check made payable to the Register of Wills in the amount
of $57,000.00. This check represents a pre-payment of the Pennsylvania Inheritance tax
for the above-referenced estate. Please note that this payment is made within 90 days of
the decedent's death.
If you have any questions concerning this payment, please feel free to contact me.
db~inCerelY' ,jJ; ,,---..... ,_
,. -. '( ..........
~'^-f;f l.. .
SHANNON PIERG
'-
SPS/ger
Enclosure
c: Warren C. Hillbish
KRANSON & PIERGALLINI
ATTORNEYS AT LAW
523 WALNUT STREET
ALLENTOWN, PENNSYLVANIA 18101
(610) 432-0720
(610) 432-0454 (Fax)
MARC KRANSON
SHANNON S. PIERGALLINI
(NOT A PARTNERSHIP)
June 12, 2001
Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisle, P A 17013
Re: Estate of Catherine E. Weitzel
Will No. 2001-00097/Admin. No. 21-01-0097
Dear Sir or Madam:
Enclosed please find the following items regarding the above-entitled estate:
1. An original and two copies of the Inheritance Tax Return.
2. Check in the amount of$2,113.60 representing the remaining inheritance
tax due.
3. Check in the amount of$15.00 representing the filing fee for return.
4. Check in the amount of $70.00 representing the additional probate fee
Please return the additional copy of the return, time-stamped, to my office in the
self-addressed, stamped envelope provided.
Please call me if you have any questions.
Sincerely,
\) , . ~ 'PJ-VN.m. nA J,.p'l~n\(kt
~nndQ\ ~l V
SHANNON PIERGALLINI SMITH
SPS/ger
Enclosures
/ h- d04---,1/
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG I PA 17128-0601
~,(
)C
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
SHANNON PIERGALLINI SMITH
523 WALNUT ST
ALLENTOWN PA 18101
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
08-06-2001
WEITZEL
01-12-2001
21 01-0097
CUMBERLAND
101
*
REV-1S47 EX AFP <12-00)
CATHERINE E
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 ~
REY=isirj-EX-AFP--(,i'2:oiir-NO,.-icE--OF--fNHEifiTiifcE-"-AX-APPRAisi:MENT~--Aii-oWAiicE-irR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WEITZEL CATHERINE E FILE NO. 21 01-0097 ACN 101 DATE 08-06-2001
TAX RETURN WAS: (X) ACCEPTED AS FILED
CHANGED
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. Amount of Line 14 at Spousal r.te (15)
16. Amount 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
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. ~ointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
(1)
(2)
(3)
(4)
(5)
(6)
(7)
.00
348,337.62
.00
.00
60,950.15
.00
48,000.00
(8)
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule ~)
14. Net Value of Estate Subject to Tax
(9)
(10)
39,038.43
2 J 158 . 68
(11)
(12)
(13)
(14)
NOTE:
.00 X 00 =
.00 X 045 =
.00 X 12 =
413,090.66 X 15 =
NOTE: To insure proper
credit to your account,
subllit the upper portion
of this form with your
tax paYllent.
457,287.77
41.]97 1]
416,090.66
3,000.00
413,090.66
(19)=
.00
.00
.00
61,963.60
61,963.60
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-09-2001 AA478264 3,000.00 57,000.00
06-12-2001 AA496712 .00 2,113.60
TOTAL TAX CREDIT 62,113.60
BALANCE OF TAX DUE 150.00CR
INTEREST AND PEN. .00
TOTAL DUE 150.DOCR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A ..CREDIT" (CR), YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
\, ,b-c2oY-//
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REY-1607 EX AFP Cl2-DD)
ReGor,.j{~ ;
Ri~" ..,,'.T.:' "
t';'d,.i'.'"
of
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
12-31-2001
WEITZEL
01-12-2001
21 01-0097
CUMBERLAND
101
CATHERINE E
.02 FEB-1
SHANNON PIERGALLINI SMITH
523 WALNUT ST
ALLENTOWN PA ~'1
(~lnnbc~
P 1 :44
Amount Remitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE1 PA 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 RECORDS ~
REv=i6o-j-e:X-AFP--li'2:oo")-------...-iNHERITANCE-YAX--STAfEMENY-O-F-ACCOl;trf--...---------------- -----
ESTATE OF WEITZEL CATHERINE E FILE NO.21 01-0097 ACN 101 DATE 12-31-2001
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 1 THE CURRENT BALANCE, AND1 IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-06-2001
P R I NC I PAL TAX DUE: ...........................................................................................................................................................................................................................
61,963.60
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
04-09-2001 AA478264 3,000.00 571000.00
06-12-2001 AA496712 .00 21113.60
12-12-2001 REFUND .00 150.00-
TOTAL TAX CREDIT 61,963.60
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
IF PAID AFTER THIS DATEI SEE REVERSE TOTAL DUE .00
.
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $11
NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)I
YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. )
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From: Shannon Piergallini Smith, Esquire
523 Walnut Street
Allentown, P A 18101
To: Register of Wills
Cumberland County Courthouse
1 Courthouse Square
Carlisk, PAl 7013
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