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Home My WebLink About01-0275 RE\I.\!.OOEX\~) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 I- Z W C W (,) W C W I- ::.::~rn 0"'''' w"O ,,00 0"'.... ..10 .. < DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) Nell, Richard F. DATE OF DEATH IMM-DD-YEAR) 02-01-2001 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DATE OF BIRTH IMM-DD-YEAR) 10-16-1926 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) Nell, Helen D. IX) 1. Original Return o 4. Limited Estate !Xl 6. Decedent Died Testate (AlIadlcopyofWiIl) o 9. Litigation Proceeds Received o 2. Supplemental Return o 48. Future Interest Compromise (dale or death aller 12-12..(2) o 7. Decedent Maintained a Living Trust (ArtachcopYofTrust) o 10. Spousal Poverty Credit (dale ofdealh between 12-31-91 and 1-1-95) :);: :::c :.:l,_~,.:~ :,::: ;.~'\i;_'/ /6=S;:;/6-/~ FILE NUMBER Ll-JLA. fLfL2....,L..5.... COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 168 - 24 3027 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER o 3. Remainder Return (date of dealtl prior to 12-13-82) o 5. Federal Estate Tax Return Required 1- 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) (Attach Sch 0) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION 'SHOULD BEDIRECTED'TO: NAME Charles E. Shields, III COMPLETE MAILING ADDRESS FIRM NAME IIf ""_<\ I- Z W o Z o .. '" w '" '" o o TELEPHONE NUMBER 717/766-0209 none $ 1,536.67 6 Clouser Road Mechanicsburg, PA 17055 none none 25,866.14 4,533.13 none (8) 6.337.40 4.083.37 (11) (12) (13) '.0_ (15) , .0 45 (16) , .12 , .15 19. Tax Due *See tax calculation explanation sheet attached. (1) (2) (3) (4) (5) (6) (7) (9) (10) 14. Net Value Subject to Tax (Une 12 minus Une 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES $ 21,535.17 0* none none CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~r. , ...,~, =<1l 8-::' ro " ::;:; rp -:1 :~, 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Helo Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule OJ 5. Cash, Bank Deposits & Miscellaneous Personal Property (Sche<lule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. tnter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Une 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (SchOOule J) z o ~ ::l l- ii:. <( (,) Ul 0:: z o ~ I- ::l Q. :E o (,) g 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a){1.2) 16. Amount of line 14 taxable at lineal rate 17. Amount of line 14 taxable at sibling rate 18. Amount of line 14 taxable at collateral rate 20.0 > > BE SURE TO ANSWER'ALL QUESTIONS;aN,REvERSE SIDE AND RECHECK.MATHf<',<" "'-';1:\;<.',;,: d ~ :tJii? (00 CO -.., .'... S:~ 9 ~~l~ t(:~i c::> C':l I -..I ~;; ." . I (-:'; ;a ~ o - 'jl. ""' N U1 $ 31,955.94 $ 10,420.77 $ 21,535.17 o (14) $ 21,535.17 o o (17) (18) (19) none none o " Decedent's Complete Address: STREET ADDRESS 105 East Elmwood Avenue CITY Mechadcsburg, I STATE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) o o o o Total Credits ( A + B + C ) (2) o 3. InteresUPenalty if applicable D. Interest E. Penalty o o 4. TotallnteresUPenalty ( 0 + E ) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (3) (4) (5) (5A) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE, A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the 8ALANCE DUE. (58) Make Check Payable to: REGISTER OF WILLS, AGENT o o o o o PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Old decedent make a transfer and: Yes a. retain the use or income of the property 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 for life of either payments, benefits or care? ...................................................................... 0 2. if death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 0 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her deeth? .............. 0 4. Did decedent own an Individual Retirement Account, annuity, or other non.probate property which contains a beneficiary designation? ........................................................................................................................ 0 No OCI IXI OCI IiJ KJ OCI KI IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penalties of pe~ury, I declare thai I have examined this return, induding accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than lhe personal representative is based on all informatkm of which preparer has any knowledge. SIGNATURE OF PER 0 RE PONSIBLE FO.B)1~G R~J ADDRESS Kathryn N. 0 echt 1640 S. Gamer Road, Milford, MI 48380 SIGNATURE 0 P PARER OTHER T AN REP. E~TAT VE DATE (I, ,13-&( ADDRESS Charles E. Shields, II 6 Clouser Road, Mechanicsburg, PA 17055 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 PS. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)J. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of a,sets and filing a tax retum are stifl applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1 , 2000: The lax rate imposed on Ihe net vaiue of Iransters tram a deceased chiid twenty.one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116(a)(1.2)]. . The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noled in 72 P.S. ~9116(1.2) 172 P.S. g9116(a)(1)). The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3)J. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Dear SirIMadam Re: Schedule B Schedule E SchedulF Schedule H Schedule I ! Nell, Richard F. - File Number 21-00-00275 Recapitulation re: Tax Calculation $ 1,536.67 25,886.14 4.533.13 $ 31,955.94 $ 6,337.40 4 083.37 $ 10,42077 $ 31,955.94 -10.420.77 $21,535.17 Please Note: As per phone conversation with Thomas Hooper on October 2,2001, I have made the following calculations and apportionments re the inheritance tax. Total of deductions = $ 10,420.77 I st Applied against Schedule F property held with daughter. Therefore $ 10,420.77 - 4.533.13 $ 5,887.64 Total Deductions Schedule F Property Balance of deductions Balance of deductions are then carried over against spousal property at 0% rate which results in overall tax due of zero. Thank you. CESdab Very truly yours, ~P'~~ Charles E. Shields, III REV_l~3E'.ll_97I. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DE DENT ESTATE OF Nell, Richard F. SCHEDULE B STOCKS & BONDS FILE NUMBER 21-00-275 All property jointly-owned with right of sUIVivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1. Holy Rollers Investment Club (HRIC) (An investment club composed oflocal church memers) (data provided by club) VALUE AT DATE OF DEATH $ 1,536.67 TOTAL (Also enter on line 2, Recapitulation) Ilf more space IS needed, Insert additional sheets of the same size) $ $ $ 1,536.67 REV-1508EX+(1-97) '* SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERlTANCE. TAX RETURN RESIDENT DECEDENT ESTATE OF Nell, Richard F. FILE NUMBER 21-01-275 Include 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. DESCRIPTION VALUE AT DATE OF DEATH Certificate of Deposit # 31200202798, PNC Ban1e, N.A. $ 10,111.45 32.69 2. Accrued interest to date-of-death on item 1 3. Mercury, Grand Marquis, 4 door, sedan, # 2MEFM74W7YX682280 (See copy of edmonds.com re: Used Vehicles attached.) 14,242.00 4. 1983 F150 Pickup Truck # 2FTDF15YODCA71170 Sold at arm's length to Matt Kemper 1,500.00 Nota Bene: Safe Deposit Box was listed in both spouse's names, was therefore entireties property and accordingly has not been inventoried. TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 25,886.14 RPR-24-2001 15:23 PHCBAHI< C I F DEPAPTMEIIT 412 705 0057 P.01/02 GPNCBAN< Decedent Reporting Firstside Center P7.PFSC-04-F 500 First A venue Pittsburgh, PA 15219-3128 /SCP Apri124,2001 Charles E Shields III Attorney at Law 6 Clouser Rd Comer of Trindle and clouser Rds Mechanicsburg, P A 17055 RE: Estate of Richard F Nell Deceased SSN: 168-24-3027 DOD: 02-01-2001 Dear Mr Shields III: Please find the date of death balances you have requested listed below. CERTIFICATE OF DEPOSIT #31200%02798 Established 07-14-2000 RICHARD F NELL DOD Balance: $10,111.45 + $32.69 accrued interest CHECKING ACCOUNT #5070103%43 Established 08-04-1988 RICHARD F NELL HELEN D NELL DOD Balance: $11,599.03 + $2.46 accrued interest Page 1 of2 A mc::mbcr of The PNC Financial Services Group PNC S'aflk N.A Pin'\bllrgh Pl:'nnsylv:H1ialS265 APR-24-2001 15:24 PIICBAHK C I F DEPARH1EHT 412 705 0057 P. 02.""''02 0. PNCBAN< SAVINGS ACCOUNT #5130408365 Established 03-3 I - I 983 RICHARD F NELL HELEN D NELL DOD Balance: $3,876.37 + $2.44 accrued interest The decedent did not maintain any safe deposit box at PNC Bank. Our office only provides date of death balances for IRA's, CD's, Checking and Savings accounts. We do ~ Financial Transactions or Statement Orders. For Further information please caD 1.800-4-BANKER or your local PNC Bl'8ueh and ask to speak with a Financial Services Representative. Sincerely, ~ ; <:... :?./.c -t ~"T'~ Erica L. Schlegel 1-800-762-1775 Page 2 of2 A member of The PNC financial Sc:rvkcs Group PNC Bank NA Pit~st}ur9h PcnnsyhJi:lnla 15265 . 2000 Mercury Grand Marquis prices, used Mercury Grand Marquis price at Edmunds Page 10f3 ....-. 1 . , ,/ .-:.-.._---~_..~---- - ", ~ /....::..-.11{ ~~f""i,'!l.. L \' ~ , """",~""",,,,,-'" Home I New I Used 1 Reviews 1 Advice 1 News I Ownership 1 Town Hall I Help ~"l 2000 Mercury Grand Marquis 4 Dr GS Sedan Other Mercurvs I Other Fullsize Sedans I Find a Oiffer~ Last Updated: Monday, 02-Jul-2001 17:37:16 EDT Get a Free Price Quote Personalized Insurance Quote Free Extended Warrantv Quote _QOWnl_@_LinfQ on this vehicle tq 'iQur PDA Media Gallery _, ~I E-mail this oaae to a friend IllI!:'I Single Paae Printable VieV'i ~l Select other model years: 2000119991199811997 119961199511994119931199211991 11990 .=-1- _ Prices True Market ValueSl1 Prices I Financina I Insurance . TRUE MARKET VALUESM PRICES Trade-In 2000 Mercury Grand Marquis 4 Dr GS Sedan Private Party Dealer Retail Base Price (Excludes options) $14,242 $15,414 $16,496 Today's APR 7.19% for 12-36 months see month Iv Davment ~ True Market Customized Appraisal Buy A Car Enter your Zip Code ..~ Sell Your Car Enter your Zip Code I .. SELL I flmil "A i.....~ Find a pre-owned car for a fair price or list your vehicle for sale with Used PowerS hopper. Disclaimer: The prices shown here are estimates for vehicles with standard equipment, average mileage and in clean condition. You should adjust for optional equipment, mileage, color, condition and geography to arrive at - pr'lutO'::i & \i\de(\~ ... ~ Edmunds Tip: Did you know you can refinance your current loan and get financing for private party transactions? Learn More ~ II' Ways to Save Money Get Pre-Aooroved Financing Can you afford it? Calculate Monthly Payment Shop around and Get Free Price Quotes . Reach millions of car buvers eveN month bv Iistina vour vehicle for sale at Auto Trader Find this car. Search the largest used car inventory on the internet: Auto Trader. I http://www.edmunds.comlused/2000/mercury/grandmarquis/4drgssedanlprices.html 71712001 1'BI.,.,,,,,.{1.'7\ . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY.OWNED PROPERTY ESTATE OF Nell, Richard F. FILE NUMBER 21-01-275 If an asset was made joint within one year of the decedent', date of death, It must be reported on Scbedu,," G. SURVIVING JOINT TENANTIS) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Mary N. Phillips JHR - Centre Unit 29101 Box 53 APO, AE 09099 Heidelberg, Germany Daughter 8. c. JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number, Attach DATE OF DEATH DECO'S VALUE OF NUMBER TENANT JOINT deed for join~y.hejd real estate. VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. Edward Jones Stock Brokerage Acct. $ ~,066.26 50% $ 4,533.13 270-03514 (See valuation letter attached) TOTAL (Also enter on line 6. Recapitulation) $ (If more space is nee<lOO, Insert additional sheets of the same size) EJwat'd Jone,;,; 48~9 E.,t Trindk Ro.d (\tfC'dl:1l'1lc~hurg} PA 170S0 (717) 763-7669 '795 8508 EDWARD .JONES [NV Marl, R. Snyd.r Invl.;Mlmt:n~ R(,.-rrt.:~l:n~l,li"'e I4J 01 08/13/01 14:49 FAX 1 717 EdwardJones August 13, LOOl- Charlie Shields, Esq. Fax 795-7473 Re: EJ Account ul.\moer 210-03514 Richard F. Nell & Mary N. Phillips Per your request, I am providing valuation information far Richard F. Nell, now deceased: Name of security: Number of shares: Date uf Death Value: Lard Abbett Affilated Pd. Cl A 594.119 $15.26 per share or $9,066.26 The values ~ere obtained frum an outside historical pricing servic. and yhile ye believe that they are reliable, yg do not guarantee their accuracy. please let us knoy if you need any other informa.tion or assistance. Sincerely, Jean W. Robertson, Sr. BOA 08;1.~/Ol 14:.9 F.-\.\: 1 ili i95 8508 EDWARD ..TONES INV I4J 02 MARK R SNYDER Edward Jones Augu6t n. ~UUl HIstorical Quote Symbol Descnptlon!T ype Date Value LAFFX LORD ABBETT AFFILIATED FO INC CL A AdjUsted Closing Price Unadjusted Closing Price 02/01/2001 02/01/2001 $15.2600 $15.2600 Page 1 This informatrorl il:J lur tax and ~state purposes onlv and while believed accurate, IS not guaranteed. There is no warranty that any trades were or would have been e)(ec.u~d at 'these prices on ttle dates given. '''''1511",.[,.n. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Nell, Richard F. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER 21-01-00275 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1- Malpezzi Funeral Home of Mechanicsburg $ 1,965.00 B. ADMINISTRATIVE COSTS: Waived 1. Personal Representative's Commissions Name of PelS anal Representatlve(s) Kathryn N. Obrecht Sodal Secunty Number(s) I EIN Number of PelSonal Representatlve(s) Street Address 1640 S. Garner Road City Milford State MI Zip 48380 Year(s) Commission Paid: N/A Charles E. Shields, III - 750.00 2. Attomey Fees 3. Family Exemption: (If decedenfs address is not ltIe same as claimanfs, attach explanation) Claimant Helen D. Nell 3,500.00 Street Address 105 East Elmwood Avenue City Mechanicsburg Stale PA Zip 17055 Relationship of Claimant to Decedent 4. Probate Fees and original issue of short certificates 58.00 5. Accountanfs Fees 6. Tax Return Preparer's Fees 7. Additional short certificates 9.00 8. Filing fee for inheritance tax return 15.00 9. Reimbursement to Charles E. Shields, III for costs of copying, mailing, etc. (es im.) 5.40 10. Additional probate fee 35.00 $ 6,337.40 TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) REV.1S12 ex. (1.91) '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Nell, Richard F. 21-01-00275 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Balance of car loan on Mercury, Grand Marquis, Item No.3 on Schedule E. $ 4,083.37 TOTAL (Also enter on line 10. Recapitulation) $ $ 4,083.37 (If more space IS needed. Insert additional sheets of the same size) REV.15'3EX~('.971 '*' SCHEDULE J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESlDEN1 DECEDENT ESTATE OFNell, Richard F. FILE NUMBER 21-01-00275 REiJI TIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE 1. TAXABLE DISTRIBUTIONS (include outright S\lOusai distributions) Helen D. Nell Spouse 100% 1. 105 East Elmwood Avenue Mechanicsburg, PA 17055 *Note: Beneficiary has survived decedent by more than thirty (30) days, thus meeting the condition precedent of paragraph 2 in the last will and testament. (See copy attached.) ENTER DOLiJlR 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 $ (If more space is needed, insert additional sheets of the same size) funst mill nun (I[psmmput OF RICHARV F. NELL BE IT REMEMBERED, ;tlmt I, 1Uc.luvtd F. NeLl'., 06 R.V.HI, V.LU6bWtg, FlUtnllin TOWl1<IlUp, VOJtk. County, Penl1<ly.tvatUa., bung 06 ~ound mi.nd, memoJr.y and undeM;tancling, do mak.e, pubwh and dec..tMe ;th-U ~ and 60Jr. my L~;t W-Ut and Tutament, heJLeby Jr.evolUng and malUng null and voffi any and aU W.LU6 and Tutamew and WJU.ting~ .in ;the natWte ;theJLe06 by me at any Urne heJLe:t060Jr.e made. ITEM I: I cUJLec.:t ;tlmt aU my j~;t debu and 6uneJLa.t expel1<lu be pa.i.d ~ 600n a6;teJL my dem~e ~ may be c.onveMent. n EM 2: All ;the Jr.u;t, Jr.uffiue and Jr.ema.i.ndeJL 06 my u:ta:te, 06 w~oeVeJL natWte and wheJLU 0 ev eJL ~Uua;ted, whe:theJL U be Jr.ea.t, peM 0 na.e oJr. m.i.xed, .inc..iucling plLopeJL:ty OVeJL wlUc.h I have a POWeJL 06 appo-i..ntment, I g.ive, dev~ e and bequeath unto my w.i.6e, He.ten V. Nell, ab6OMe.ty, plLov.ided ~he ~Wtv.ivu me 60Jr. a peJL.i.od 06 ;tlt.Ut:ty (3 0) da y~ . ITEM 3: Should my w.i.6e, He.ten V. NeLl'., pJr.edec.~e me, 6a.<..e;to ~Wtv.ive me 60Jr. a peJL.i.od 06 ;tiU.JL;ty (30) day~, OJr. ~hou.ed we d-i..e ~.i.muUaneo~.ty, I ;then g.ive, dev~ e and bequeath my en:t.i.JLe Jr.uffiuaJLY u:ta:te unto my ~~ue, .in equai ~ luvtu, peJL ~fupu. ITEM 4: I appo.int ;the Commonwea.t:th Na:t.i.ona.i Bank. ~ guaJLd-<-an OVeJL any pJr.opeJL:ty wlUc.h p~~U eUheJL undeJL ;th-U W,[U OJr. o;th~e ;to a m.inoJr. and wUh Itupec.:t ;to wlUc.h I am autholt.i.zed ;to appo.int a guaJLd.i.an and have no;t o;th~e ~peuMc.aLty done 60, plLov.ided ;that ;th-U appo.intment 06 a guaJLd-<-an ~haU no;t ~upeMede ;the It.i.gh:t 06 any MduuMy .in ill ~MeUon ;to ~Wbute a ~luvte wheJLe po~~.ib.te ;to ;the m.i.nOJt 011. ;to ano;theJL 6oJr. ;the m.inOJt I ~ bene6U. Suc.h guaJLd-<-an .6haU have ;the POWeJL ;to ~e plt.i.nupa.t, a.6 weLl'. ~ .inc.ome, 6ltom me ;to Urne, 6011. ;the m.i.nolt I ~ ~uppoJt:t and educ.a:t.i.on, (.inc..iucling c.ollege educ.a:t.i.on, bo;th glUtduo.:te and undeJLgltaduate) wUhout Jr.egMd ;to h-U 0Ji. heJL pMent'~ ab.<..euy;to pJr.ovffie 6oJr. wc.h ~uppoJt:t and educ.a:t.i.on, oJr.;to mak.e payment 6oJr. ;thue pWtpO.6U, wUhout 6uJt:theJL Itupon- ~.ib.<..euy ;to ;the m-inoJr.' ~ pMent oJr. ;to any peM 0 n talUng c.Me 06 ;the m.inOJt. WITNESS: (I. -., \ 1 17, L---.J ._x-'-.....~ ~ .' y' ~~F~K~,U' - , R HARV r. N LL 'ytj~i- , (SEAL) . '-~i '.. -:, ,1 h .--1... "--;~ : r ITEM 5: I cLiJr.eet my Exec.u:tIUx :to pay all inheJU.tanc.e, u:ta:te, .6uc.c.uoion and legac.y :taxu 06 wha:tooevVt l'llttuAe and lUnd, :to whic.h my Eo:ta:te OIL :the :tItano6Vt 06 any pltopeJt:ty paooing hVtwndVt OIL o:theJtll.lL.6e paooing by lLeMon 06 my demioe, may be oubj eet and :to c.haltge ouc.h :taxu aga.i.no:t my lLe..6.wualty u:tate, U bung my inte.rz,tion :that none 06 :the a60lLua.i.d :taxu, eUhVt 6edeJUl.t OIL o:ta:te, on any plLopeJt:ty lLequ..i.lted :to be inc..tu.ded in my glLooo u:ta:te, undelt :the pltovioiono 06 any o:ta:te OIL 6edeJUl.t .taw now .i.n 601Lc.e OIL heltea6:telt enaeted, ohall be pltolta:ted among :the pett.6ono inteltu:ted in my E.6:ta:te :to whom .6uc.h pltopeJt:ty io OIL may be :tItano 6 eltlted OIL :to whom any bene6U ac.c.ttu.eo. ITEM 6: I appoint my wi6 e, Helen V. Nell, ao Ex.ec.u:tIUx 06 :thio my Lao:t w.ue and Tu:tament. Should my wi6e pltedec.eaoe .me, 6aU:to quaU6Y, c.eaoe :to aet OIL lLenounc.e plLobate, I :then appoint my :thttee c.hU.c/Jr.en, WULi.am E. Nell, Kathttyn E. Nell and Malty B. Nell, ao Co-Exec.u.:toltO 06 :thio my Lao:t w.ue and Teo:tament. ITEM 7: I cLiJr.eet :that my Exec.u:tIUx, gu.attMan, OIL :thUlt Mc.c.uo altO ohall no:t be lLequ..i.lted :to give bond 601L :the 6iLUh6u1. pelt60lLmanc.e 06 :thUlt dutiu in any J u.tt.i..6 d.i.c.tio n. IN WITNESS WHEREOF, I have heltwn:to H:t my hand and .6ea..t :thio -'5N, day 06 /\/ ,) ~,' 2... ",/1 b e-v ,1975. ~fFt~"-C[ ~ Y7~tC RI R . NE L (SEAL) The pltec.ed.i.ng ino:tltu.ment, c.onoioUng 06 :thio and one o:thelt :typewiU:t:ten page Wa.6 on :the day and date :thelte06 .6igned, oea-led, pubUohed and dec..l'Med by RICHARV F. NELL, :the Tu:ta:tolL heltun named, ao and 601L hio Lao:t W.ue and Teo:tamen:t, in :the plLuenc.e 06 u..6, who, at hio lLequu:t, in hio plLuenc.e and in :the plLeoenc.e 06 ea-c.h o:thelt, I \ " '_\'L-"' have .6uboc.lt.i.bed OM nameo \ , / ....l/...i ,JI-Cj I' ':1")(, ',\ \ \'" ao wi.:tnuo u helte:to. C-'---'. . O~ \ )_lLtolv-<-,- (j- r'-- \ OF \."~-' ^ . -, .\\, \!, :: \J- '"-' ..... ~ ,___ .... Ii f--.:' .., ('..., , ,,~' j - 1\ . ,"",I' ...j ., I,." \,,: " ---_'__.\ ,~J..... -" -C''':''.-'~T>'PT.~. PETITION FOR PROBATE and GRANT OF LETTERS Estate of K 1'~httY'd P; Alell No. 21-01-275 also known as To: Register of Wills for the . Deceased. County of c.lLY>1kr-)ec..t1d in the Social Security No. /fP/E-;;;1./ - 3o~ 7 Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut Y 1)( named in the last will of the above decedent, dated /V'PYehlber ~-, 19~ and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Ct.c...'J\"\ ~ L~t.JY\d County, Pennsylvania, with st family or principal residence at /OS~, /i:1m,,,./l.?(;Je/ ~ " m R r),o n ;" ~ Inl) 7- (list street, number and muncipality) Decendent then 74 years of age, died RJ" j ,y(:2WI, at Holy ~r.jr / f I-II:J~n,'/il.1 . Except as ollows, deced~nt did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: :J. O&:JbJ. L~ , $ $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters 'f-~ <.fo rn P /J-h '1 {I / J. hi PER., c...S-.. 3 / ~ c / (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. VJ v b 1i~iV;i~o"~~~~fr: '~~~:~tkll 3~ 'l) '- :; 0 ~ ::: ell en OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I sn COUNTY OF .O'/ihft;aLIINJ) J ~ The petitioner{s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. 1{~ -t YWJ1 . 'v).~ Sworn to or affi.rmed and subscribed {)(. before me this 12 th day of , MARCH. ~200 1 ??:}1:'///I'w-:d~ ~;:::( / b' -~,.;)/ 6 --/ V'J ~. ~ t::l ..... lO: ~ ~ No. 21-01-275 Estate of RI CHARD F NELL , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MARCH 14 ~~, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated NOVEMBER 5, 1975 described therein be admitted to probate and filed of record as the last will of RICHARD F NELL and Letters TESTAMENTARY are hereby granted to KATHRYN E NELL, (n . k. a. KATHRYN N OR R ECRT) 7/'Y(} Z/<<L/-;;/.2////:pr / 4~" ;- ~' R 'ster of Wills "I Probate, Letters, Etc. ......... Short Certificates( ).......... x-pages Renunciation ................ JCP $ 25.00 $ 9.00 3.00 $ 15' 00 $ 5.00 TOTAL _ $ 58.00 . .~R~~. ~f.'. )99.1............. ... . r!Uf'~AT- ATTORNEY (Sup. Ct. 1.0. No.) 'Stfrl3 o Nch~r /?d, l?leeAdlJlcSiJl1fJ /l117()JT ADDRESS 7/ 7-7~b -0207 PHONE FEES Filed '/772LL, &) a~L/"e'7'=r 21-01-275 REGISTER OF WILLS OF C j). In (3~LIt~ COUNTY OATH OF SUBSCRIBING WITNESS ~!tN IYl , WILilY . eodi.cil ~ a subscribing witness to the will presented herewith, ~ being duly qualified according to law, depose(s) and say(s) that he /va.>' present and saw I<ICH/11U) ;=; NE'J..L the testat or , sign the same and that III request of testatlH~' in h 't~ presence and (in th other subscribing witness(es)). signed as a witness at the ence of each other) (in the presence of the Sworn to or affirmed and subscribed before ~~ ~;~ day of ~;;~ ho~d/-" :i~~1 Re&tsm' M, WILEY (Name) a ltimp('t 5t. Y'j\\SbL\.),,~ fA /lel CJ (Address) Notarial Seal S. Dawn Gladfelter, Notary PubliG Dillsburg Bora, York County My Commission Expires May 17, 2001 ember. ennsylvania Association 0 otaries (Name) (Address) REGISTER OF WILLS OF COUNTY OATH OF NON-SUBSCRIBING WITNESS (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that familiar with the signature of codicil will presented herewith and codicil believes the signature on the will is in the handwriting of test at of (one of the subscribing witnesses to) the that to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Register (Name) (Address) 21-01-275 REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS codicil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat , sign the same and that signed as a witness at the request of testat_ in h presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affirmed and subscribed before me this day of 19_ (Name) (Address) Register (Name) (Address) REGISTER OF WILLS OF 0u.m~DcOUNTY OATH OF NON-SUBSCRIBING WITNESS C!Aar/~ e: ~/J~e/$ 71L~ ieadtra subscriber hereto, ~ being duly qualified according to law, depose(s) and say(s) that he i.s familiar with the signature of ;?,c~arc/ F Ale 1/ , c:~aidl testat~ of (ePiC: 6f tI.t :rt:lb3'J ib:ug mitnp~"p~ to) the will presented herewith and codicil believes the signature on the will is in the handwriting of he l0ik"q' ~/I to the best of rS knowledge and belief. I / ~ //./ Sworn to or affirmed and subscribed before ~~ ~ 6;l me this 12th day of CharleS e. bh"~~L . / A \ MARCH . , . ,. ----;- W\2001 b C!/ot(~ IS}/. ~I.C~tlJt.?f -ffr '~/1I'o//'/:r;u/:a/' t2&y (Address) r/ ~ R~~~ (Name) that (A ddress) This IS co certify that the information here gIven is correctly copied horn an original ce.~tit1c~He of death duJ~ filed with me as Local R~gisrrar. The original certificate will be forwarded ro the ~tate Viral Records Office tor permanenr fdll1g. WARNING: It is illegal to duplicate this copyby"photostat or photograph. ____-;J7i'liHi;;-;;;--;--... ,4it'~\.~ \\ OF pl;}:~ /(.III~,-;/~-~'--'!!* ;'--:._ Ii ~ / .'YA"-- Il~7 ~~\~\ J .:!e..... . ~ . \~~ ~ Bi" ,;~#~ ,Ih~ l ~~... ". ';;; '~_~"" /;.{;:5./ ".... ~,f" - ..... /~\.'r I' ~~'"ZME~H \\\ ~>I'~~ ~~ w~'~ L(Kal Registrar Fee for this certificate, $2.00 P 7121221 ere. ~t'UQl-rll: l e0C!11 No. 21-01-275 H 105. i 4J Rev 2187 COMMONWEALTH OF PENNSVLVANIA . DEPARTMENT OF HEALTH e VITAL RECORDS CERTIFICATE OF DEATH iYPEJPRI~l IN PER.....NENT BL"'CK I~K SEX a.Male STATE FilE NUMBER SOCI...L SECURITY NUMBER 1./'9 - 2 Y - J02.. 7 5. COUNTY Of' OERH BIRTHPlACE !CoIy;onQ Stale 01 fc,etqll COUOU'f) ranklin 'I'Wp.l 7 PA ... FACl.rrt NAME (I' not InsN\JtlOO. QI'We SUM aM nurnbtWt DECEDEHl'S USUAL OCCUfWIOH (~~~~l::"~~'::::."l.:;.o' . 11., Teacher 111>. School District DECEDENT'S MAILING "'DORESS (51<.... CoIy/bMl. _.lip Code) DECEDENT'S 105 E. E1.Jm.xx:ld Avenue ~~~NCE Mechanicsburg, PA 17055 :-::.'":"" 17., Stal. Pennsylvania DicI - .... CUmberland -.,? I?...~:;"'--=:'=Q/ Mechanicsburg MOTHER'S NAME IF.", M~. 101-. Sufnama) ,., Pear I Stough INFORMANT'S .....1l1NG ADORESS (SIr.... CilVlbon. SIale. lip Code) 2Ob, 105 E. Elmwood Avenue Mechanicsburg, PA 17055 PlACE Of' OlSPOSrTION. Nome" C-ery. Cro_ lOCRlON ,CilV~, St.... rip Code 0< 01"., I't.ce ~ans Eagle Crematory MARITAL STATUS. Iolertwcl N._ .....'". W_. 14,Mar~ 17c.O ......__in RACE . Amencan lndoM.lIIock. While. ole (5l>ecilV) 10, White SUR\lIVING SPOUSE In_,iI''''~'''''''''' .... ..... '" FATHER'S N"'ME tF.sl. MOOdIe. La"l I.. Charles E. Nell INFOflMANl'S NAME {T Jpl!Pronll aoa. Mrs. Helen D. Nell METHOD Of' DlSPOSlllOH n 8""",0 Cr.....'... ~ 1Wnov.. "oon St.,. 0 0 ~ ~ OOhef(SpecIlyI alb,FebIlUary 3, 2001 , SIG~ATURE OF FUNERAL SERVICE ~ICENSEE OR PERSON '\CliNG AS SUCH LICENSE NUMBER ;/U~ Ub. 011667-L Compet. ".ms 23a-c onty WMn ca Irying To the be... 01 my knowledge. death OCCUfftKJ ~1 the tll'M. da.e ~nd plac. staled physicIAn tS not 'v~ al time 01 death to (StgnaIUle and Tille) . candy CAusa Q/ dealn 171t. Cou. cilylbaro ~ 8 ~ o o ~ .. Z NAME ~D AllDfIESS OF fACILITY nc.8 Market Plaza LICENSE NUM/lER PA 17055 24, 11. MRT t: Eot..-the diseases, iOJunes Of compKahons ...hich caused the death_ 00 lLSt only one Ciluse on each line 2110. 23<:, _S CASE REfERRED TO MEDIC...L EXAMINERiCOAONER? ""ojlJ NoD [ : c.;vc ;,v(),,,,c./CJJ:3 DUE fO(OR AS A CONSEOUE"ICE OF) I G <A.rTrc/~~f/VV01/ Sl.~t.-" DUe lO (OR AS A CONSEOUENCE OF); :It, I ApptOllimale : WaNat between : onMt and death l It IN I(j P"'RT II: OUler .ignonc.... __ c:onu_lnQ .ode-'ll...... '"" -"'9 in ".. uncIaf1VInlI.- Q1V4fl in PNlT I .s ~,<I..r' 0 'T"v' ""'<?~ ~....II 6...~ c/~./';"'.....l'jlV"-'" j;Jv I,,,, v,rv<" '1 ~~....'- b'" 1,/"", DUe lOtOR AS A CONSEOUENCE OF) -----~.- WERE "'UTOPSY fINDINGS "'''''LABLE PRIOR fO COMPLETION OF CAUSE OF DEArH? MANNER OF DE"'TH D"'TE OF INJURY (Uonlh. Oav. 'wea,) n"'E Of INJURY INJURY lIT WORK? DESCRIBE HOW INJURY OCCURRED, Natural ~ [] o HomJrC~ o [] [] ;~CE OF INJURY. AI ""me. t.r~.O:;.o', laclO<y. omc:. bulldif\9. etc_ ,Spec....,) :JOe. _ 0 NoD Acc:Kiool Pending InvesUy.uon v.. 0 NoD 101, _, ~.i41WJ .'d-J"- $olCtde Could nol be determined Be. 2110. CEJrTIFIER ICnOCk oni, onel .canlFYtHG PHYSIC..N (PhySICIdIl CH"....109 cause d death 'Nnen ..I101tler phys,.c.an h.,s pronounced deitlh dno comlJl~l~ nem 2Jl To the bee. 0' my know~. d..lh OCCUlTed due 10 the cau..(.) and mann., .. a'eled. _ -PRONOUNCING AND CERTIFYING PHYSICIAN (PttySlCl<;\O oot\ j.)CQI'lounClng oe-ath dnd cffi1ly>1\(jIO cause 01 dealt'll To the be.. 01 my know'edge. ae.1ft occurred a' the time, dale, .nd pl.,.. and due to Ihe c.use~.).and "'anneI'... alated.. .MEDIC...l EX...MINER/CORONER On the b..i. 0' ...mination andJOf invesUglt,on. in my opin.on. death occurred at the Ume, dale. and place, and due to Ihe cause(s) and mann.,.a tlatltd.. . . . . . . . .. . .............. ..................... .. .' . ............,........,.............,... )1. 34. ~ 2661 RENUNCIATION In Re Estate of {( Ie H If 1<.1> F. AIEL/-. To the Register of Wills of C l{ /118 E R l ,if /1/ 1> 21-01-275 deceased. County, Pennsylvania. idS! /1///1 aM' kS-h1Jlhllf The undersigned) 1-1 E:l. e-N D. 11/ EZ L , ~.x e C tf r A X pi ~ of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters 7i5 fll/Jl~/llpr y / be issued to ila -M r I/n ~ t/breC IJ t / WITNESS her hand this /2 -It day of kj,r~~ J" II c/ J..L;;o / ,'1-9::--. x~B~/1~ IIEZE"N .1). /VcWSignature) /0";- IE. E""/IJ1H/~"~ ,4~. lJ1echCu11c.sbl4jf,. ~A 17tJSS (Address) (Signature) (Address) (Signature) (Address) 21-01-275 RENUNCIATION In Re Estate of t< Jell 1I-12-l) F /lJ EZ-L deceased. To the Register of Wills of C it m d€72 LI'I-N D County, Pennsylvania. The undersigned tvlt.LI/f-m E'. /l/EZL, ~bn . of the above deceden~, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters .7e~htme/J~rY , be issued to "fa ~ r V.17 /I/. 06 H ~ h t- ./ WITNESS I; IS . 17- hand thIS I day of H~. 19 2L/~ I x /p7~ qa tu ILL l,if A1 E (Signature) A/ z: /07 /0 Ra5~4aYe/l Sh-eef ;:;Ir~x, Pfr7~~'~ (Address) (Signature) (Address) (Signature) (Address) 21-01-275 RENUNCIATION In Re Estate of f( Ie f/ It Ie 1> F. AI eu deceased. To the Register of Wills of C U. In /3E72L/I-/1/ D County, Pennsylvania. The undersigned /JJ/fI'Y tV. pI-lII...L/PS'. ~utfhfer ./ of the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters ?isla m~/Jht r V , be issued to It'bl),rv/1 ~ o6~eAt , WITNESS her hand this /if!lt day of ~ h , 19: dtXJ( (Signature) (Address) (Signature) (Address) f ~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Richard F. Nell Date of Death: February 1,2001 Will No. 21-01-0275 Admin. No. TO THE REGISTER: I certify that notice of beneficial interest 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 21,2001: Name Address Kathryn N. Obrecht 1640 S. Garner Road, Milford, MI 48380 Mary N. Phillips Heidelberg JHQ-Centre, Unit 29101, Box 53, APO, ARE 09099 William E. Nell 10710 Rosehaven St., Fairfax, VA 22030 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: March 21, 2001 CC~1h~LD#:I~ ~- 6 Clouser Road Mechanicsburg, PA 17055 Telephone: (717) 766-0209 Counsel for Personal Representati ve I fP-c2/6 -1,/ . lURE~~OF INDIVIDUAL TAXES ~'HERITANCE TAX DIVISION :J~PT. 280601 HARRISBURG. PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX Her;;,: DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 01-21-2002 NELL 02-01-2001 21 01-0275 CUMBERLAND 101 .02 CHARLES E SHIELDS III 6 CLOUSER RD MECHANICSBURG FEB 1 2 P 1 :0 1 .~ REY-1547 EX AFP U2-DDl RICHARD F Amount Remitted ItAE'l7055 CUtnL,. ' O? (J ~. ,.2 2- 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-:o0)--NoTYcE~oF-INHEifi;:AifcE-i:Ax-A-PPRA-isEi.rENT~--ALi-owAircE-ifri------------ -- - -- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RICHARD F FILE NO. 21 01-0275 ACN 101 ESTATE OF NELL DATE 01-21-2002 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ll) (2) (3) (4) (5) (6) (7) .00 1,536.67 .00 .00 25,866.14 4,533.13 .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 J) 14. Net Value of Estate Subject to Tax (9) llO) 6,337.40 4.083.37 llll ll2) ll3) ll4) NOTE: I~ an assessment was issued previOUSly, lines re~lect ~igures that include the total o~ ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 31,935.94 10 4:iJ0 77 21,515.17 .00 21,515.17 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. 16,982.04 X 00 = 4,533.13 X 045= .00 X 12 = .00 X 15 = ll9)= .00 203.99 .00 .00 203.99 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 02-05-2002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 203.99 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.23 TOTAL DUE 208.22 · 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 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 DECEDENTS NAME R~'-1470 EX (6-8tl) . ) . 4601-1653 ITEM SCHEDULE NO. F 1 INHERITANCE TAX EXPLANATION OF CHANGES Nell, Richard F. Daniel Heck C. ACN 2101-0275 101 EXPLANATION OF CHANGES Jointly held assets are taxable to the survivors. No deductions can be claimed against joint property, as it was not the responsibility of the survivors to pay the debts. ORIGINAL Page 1 ~ /"-c:2/~-/Y COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES I:NHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT 1 ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN Beem RepL' Df CHARLES E SHIELDS I~ 6 CLOUSER RD MECHANICSBURG JJ\N 18 P 3 :1 4 F0; E)r7. 055 ClHnb'J 01-21-2002 NELL 02-01-2001 21 01-0275 CUMBERLAND 101 * REY-1547 EX AFP el2-Do) RICHARD F Amount Remitted ( X) CHANGED (1) (2) (3) (4) (5) (6) (7) (9) (10) .00 1,536.67 .00 .00 25,866.14 4,533.13 .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 J) 14. Net Value of Estate Subject to Tax NOTE: 61337.40 4.083.37 (11) (12) (13) (14) 161982.04 X 00 = 41533.13 X 045 = .00 X 12 = .00 X 15 = MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE1 PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ i'f,,=is4"j-ix--AFP--fi"2-.-ofir-No;--ici.oF-'rNHEifiTANcE-T-Ai-A-PPRAisiHENT~--Ai:.l-owANCE-OR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NELL RICHARD F FILE NO. 21 01-0275 ACN 101 DATE 01-21-2002 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 rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS. . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. SEE ATTACHED NOTICE NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 311935.94 10.4::>>0 77 211515.17 .00 211515.17 (19)= .00 203.99 .00 .00 203.99 TAX RETURN WAS: ( ) ACCEPTED AS FILED 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 . PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 02-05-2002 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 203.99 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.23 TOTAL DUE 208.22 ( If TOTAL DUE IS LESS THAN $11 NO PAYMENT IS REQUIRED. If TOTAL DUE IS REFLECTED AS A "CREDIT" (CR)1 YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) . REV-1470 EX (6-88) } '* INHERITANCE TAX EXPLANA TION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG. PA 17128-0601 DECEDENTS NAME Nell, Richard F. C. Daniel Heck ACN 2101-0275 101 4601-1653 ITEM SCHEDULE NO. F 1 EXPLANATION OF CHANGES Jointly held assets are taxable to the survivors. No deductions can be claimed against joint property, as it was not the responsibility of the survivors to pay the debts. ROW Page 1 Ib -:JII- - /y' BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1'07 EX AFP (01-02> '02 I\PH -1 , DATE ESTATE OF DATE OF DEATH ~lf,..E NUMBER .tOuNTY ACN 03-18-2002 NELL 02-01-2001 21 01-0275 CUMBERLAND 101 RICHARD F CHARLES E SHIELDS III 6 CLOUSER RD MECHANICSBURG PA 17055 Ct:.:' Cl:tr"~J Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE~ PA 17013 NOTE: To insure proper credit to your account~ subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ RE-V =i6'ifj-Ex--AFP--foY:021-------...--iNifERITANci--TAx--STAfiME-tif-oF'-AC-COUtff--...--------------------- ESTATE OF NELL RICHARD F FILE NO.21 01-0275 ACN 101 DATE 03-18-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE~ APPLICATION OF ALL PAYMENTS~ THE CURRENT BALANCE~ AND~ IF APPLICABLE~ A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-21-2002 P R I NC I PAL TAX DU E : .............................................................................................. 203.99 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 02-09-2002 CDOO0850 .00 203.99 02-09-2002 CDOO0851 4.23- 4.23 TOTAL TAX CREDIT 203.99 BALANCE OF TAX DUE .00 INTEREST AND PEN. .13 If IF PAID AFTER THIS DATE~ SEE REVERSE TOTAL DUE .13 SIDE 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. ) iMONWEALTH OF PENNSYLVANIA '.RTMENT OF REVENUE AU OF INDIVIDUAL TAXES . 280601 lISBURG. PA 17128-0601 D FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT IIELDS CHARLES E III :LOUSER ROAD -CHANICSBURG, PA 17055 IE INFORMATION: SSN: lUMBER: 2101-0275 )ENT NAME: NELL RICHARD F 02/12/2002 02/09/2002 CUMBERLAND 02/01/2001 OF PAYMENT: v1ARK DATE: TY: OF DEATH: I __J _____ - - .1 _____ J 168-24-3027 ACN ASSESSMENT CONTROL NUMBER REV-1162 EX(11-91 NO. CD 000851 AMOUNT 101 $4.23 I 1 1----- 1-- - -. - TOTAL AMOUNT PAID: \RKS: CHARLES E SHIELDS III ESQ. CHECK# 4374 INITIALS: AC RECEIVED BY: REGISTER OF WILLS I I I I I I I - -- - -.. -.. - - ---- - - - . - -- ---- --- ---- -- --- ---- ..- ---- ..- I - - -- --- ---- ..---- --..---- I $4.23 MARY C. LEWIS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 171280601 REV-1162 EX{ll-96} RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHIELDS CHARLES E III 6 CLOUSER ROAD MECHANICSBURG, PA 17055 __nu__ fold ESTATE INFORMATION: SSN: 168-24-3027 FILE NUMBER: 2101-0275 DECEDENT NAME: NELL RICHARD F DATE OF PAYMENT: 02/12/2002 POSTMARK DATE: 02/09/2002 COUNTY: CUMBERLAND DATE OF DEATH: 02/01/2001 NO. CD 000850 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $203.99 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: KATHRYN N OBRECHT C/O CHARLES E SHIELDS III ESQ. CHECK# 2395 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $203.99 MARY C. LEWIS REGISTER OF WILLS r <S~ v STATUS REPORT UNDER RIJLE 6.12 Name of Decedent: Richard F. Nell Date of Death: February 2, 2001 Will No. Admin. No. 21-01-275 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 ~tration of the estate is complete: Yes-;& No_ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes_ No-X- b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal tepn?sentative state an account informally to the parties in interest? Y es ~ No _ d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ; ;'QUnl~) p'''' i" '\., J ~;:~:Jf CHARLES E. SHIELDS, ill, Esquire 6 Clouser Road Mechanicsburg, P A 17055 Telephone: (717) 766-0209 Counsel for Personal Representative Date: I -~~-O2. [v: L l\) OE N\/r 20. -<t~j ---218 .