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Home My WebLink About88-0233 . . . . � PETITION FOR PROBATE and GRANT OF LETTERS Estate of � �� m �� No. �L.-_�:''s' — a 3 � also known as To: Register of Wi.lks for the . Deceased. County of _�UMBERLAND in the Social Security Na '►`��1-3° - l `� t � 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_ �'1 __ named in the last will of the above decedent, dated ��a 4 f S' , 19�� and codicil(s) dated - (state relevant circumstances, e.g. renunciation, death of executor, etc.) ��"' h�'� (;ounty, Penns lvania, with Decedent w�as domicited at death in � Y t�j�� last family or principal residence at �� '��"`��' ��--��-'��'�' �� rh �' �-�r'!1 /��r� ._�. � I 7�0/ (list street, number,Twp.or Boro.) Decedent, then q, years of ge, d' d _� `�` `�� , 19 �� , at �l�wi� � -� � o ' �i,e�3 Cl' PP�s v� 9r/'�st��,,:- .__ '�� . Except as follows, decedent 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 kil'iry�r and was never adjudicated incompetent: •-- Decedent at death ow�ned property with estimated values as follows: (If domiciled in Pa.) All personal property $ �� 'V " (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylva a $ /�%°�� situated as follows: ��n�� —�-- WHEREFORE, petitioner(s) respectfully request(s the probate of t�ae last will and codicil(s) presented herewith and the grant of letters TE�TAMENTARY___ (testamentary; administratiorA c.t.a.; administration d.b.n.c.t.a.) theron. � � '1 V � �/ � a �'Z_> o.. /i ��e� ° --- ..,v �-., ;, � ;��J % ��Y•:��.� �- Q_ �� . � � .o.� /�=- �z"L`,d � ' �'" C�� —�-- �• / �,�, -- �a �4. —�— � o � -_._ C b0 � OATH OF PERSONAL REPRESENT"1�►TIVE COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF CUMBERLAND f ss 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) a:n�i that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer 2he estate according to law. �, ,,; f �� Sworn to or affirmed and subscribed :��1. �-��"��' � ��'�� `'� � before me this 17TH d�a�' of __ A Y 1 g—�— --- � �, �� --�- o MAR C. LEW S Register —__ ` � � _ � � _ � ` 7 _ , _. �.�ai,`;� � �t� ___ .. .,...,...�,_ . NO. 21 - 88 - 233 Estate of �1ILLIAM BERG , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW M��' 1� � 19 8 8 , 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 JULY 18 , 19 7 0 described therein be admitted to probate and filed of record as the last will of WILLIAM BERG � and Letters TESTAMENTARY are hereby granted toBERTHA G. BERG WILL BOOK #107 • PAGE 163 ETC. Register of�lls MARY C. LEWI5 FEES Probate, Letters, Etc. . . . . . . . . . $ 4 5. 0 0 Short Certificates�6 ) . . . . . .. . . . $ 12 . �� ATTORNEY(Sup. Ct. I.D. No.) Renunciation . . . . . . . . . . . . . . . . $ X—Pages $�� ADDRESS TOTAL $ 59. 00 Filed . . . . . . .�Y. .17 , 19 8 8. . . . . . . . . . . YHONE � <; — � � _'•;. �; �i-_` �,` �. _- � Mailed letters to Executrix on 5-17-88 . . .. 1�'� . . . . � LAST WILL AND TESTAMENT j of �i WILLIAM BERG ' I, WILLIAM BERG, of Can�p Hill, Pennsylvania, do hereby ' make my last Will and Testament and revake all W ills by me at any time heretofore made. ; FIRST: I direct payment out o£ my estate of the �' " expenses of my illness and funeral. SECOND: Al1 the rest, residue and remainder of my ��j estate, real and personal, I give, devise and bequeath to my �� ; beloved wife, BERTHA G. BERG, her heirs and assigns forever, �t �, �� i� conditioned however, that inthe event of her death in my lifeti.me�,, � �! or in the event of her death within the period of six months y �� ; � fl atter my death, the said devise and bequest of residue shall � '� I �� lapse or be divested, and in either even.t, I give, devise and I �� ` bequeath my entire estate in equal one-h.a1f shares to my beloved � � � �r �� children, Tania Levin and David Michael Berg, their heirs and � �� t assigns £orever. If my wife be living at the expiration of six �; � i} months from the date of my death, the estate hereby devised � :, �i and bequeathed to her shall vest in her absolutely and in fee � 1{ si.mple, free of all conditions. �+ ± THIRD: I nominate and appoint my wife Bertha G. Berg �; °� executrix of this my Will and she is hereby excused from enter- i; e'. ing security in any jurisdiction in which she may act. I ; �; authorize and empower my executrix, for any purpose of adminis- �': tration or distribution (a) to sell any or all of my real estate �j for such price or prices and upon such terms and conditions as �", she may deem best, and (b) to retain al1 stocks, bonds and other ;;; �!, �' ` 1.63 � ��' �� i, i�,�,�_ir Ai i�iii � �� .. . ��. . � .r • investments made by me for distribution i.n kind, or in her discretion to sell and transfer such investments either in I' person or by attorney. ' In the event my wife predeceases me, renounces , '� dies or is unable ar unwilling to act as my executrix, I ' nominate, constitute and appoint my chilc�ren, Tania Levin and David Michael Berg, as succeeding or substitute executors with �'' all the power, authority and discretion of the first-named execu- trix. �'; In Witness Whereof, I have set. my hand and seal to , ,; ''� this my last Will and Testament, this � `^�� day of _.�.�..C,� , !� � �- ; ;� One thousand Nine hundred and Seventy (1970) . � � ,; , �, � �', � i ,� ; ' L�v�.�-�-<� �.�--�� ; �.:.. ��--a`.�� ,k (SEAL) a� WILI,I.BERG �- � � %; � , a� i Signed, sealed, published and declared by the above- i �{ i '� named testator, as and for his last Wi11 and Testament, in the � 'fi '� presence o� us, who, at his request, �.n his presence, and in � the presence of each other, all being present at the same time, � � t have subscribed our names as witnesses . � °� � � � �? �,�� "�' � ' .� - Addressb'/� �?�y�;, f�'�� ,� -�ti, .Q '9��0 � / r'�� :---�t,.� �ddres s�f� ' ,,�� , �� ° _ ' ,,�.- �r� , +� ` �� ..t—;�t �r1.1,'.3 � �- / �,: , ,"�L�" J r , . i � , ��/ (/ � � � i � � E s i � � ! '� —2— � a 3 � . 164 � i � d � II� �I III II �III�I � 21 — 88 — 233 REGISTER OF WILLS OF COUNTY OATH OF SUBSCRIBING WITNESS / �. :-� , codicil (each) a subscribing witness e will presented herewith,..(�ach) being �iuly 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_.—_p.re�ence and (in the preserice-of each c�ther) (in the presence of the other subscribing witness(es)).-' Sworn to or affirmed and subscribed before _ me this -"' day of (itilame) !` 19 �� / ,. (Address) Register _ (Name) _ (Address) r_ - �itEGI�TER OF WILLS OF CUMBERLAND _ COUNTY ��=�= a; =�OATH OF NON-SUBSCRIBING WITNESS �, , � �%� /`t �C-`��X�f�� and �r�%',,.�� t'�� t��' � : (each)„a subscriber hereto, (each) being duly qualified according to la��, depose(s) and say(s) that THEY ARE familiar with the signature of WZLLIAM BERG , �� testat �R of (one of the subscribing witnesses to) the will presented herewith and �� that THEY believe�the signature on the ��ill is in the handwriting of ,. ,• .,. • . ��o ... . . .., - -, -L_ �es�a� ...... �_._...----- - .�__--•--- ---�-- �—. WILLIAM BER ,.�a:,.:, -ev�r- L 1' l. al... :il al... L.......J.....:a:.s— —C ...a� ,. .,. .« ` to the best of THEIR knowledge and belief. -�„ ^ � /�, ') 1 � Sworn to or affirmed and subscribed before �' .-- �' - `--J me this 17TH day of (1a'ame)- ` � , .s7 i�2 u� �%r�� MAY l g 8 J��:� '� —�.-.._� / �� -_ � � `' ��A/,;'d ess) i� P ARY . LEW ister �'''�; K`''�, "" �eg J y=Ly �' �'��L%e� -S�• /�9/%''i:s��.;�. ��/� (Acidress) �66 t � /-��3 /'� � ��- /O �_�_ ., Register of Wills `` - Cumberland County Court House Carlisle, PA 17013 °�Y.? �t{�.� `)� r,. ,� Enclosed is a check in the amount of $1 ,700 repres,�ht�ing, the �r. � _ amount estimated to be due on the estate of William Berg. Mr. Berg (SSN 197-30-1910) died December 27, 1987 and resided at 108 November Drive, Camp Hill , PA 17011 . Mr. Berg is survived by his wife Bertha G. at the above address . Any correspondence should be directed to her at that address . � Sine r�e1y,� �/' �, � F� ✓ ' ' ,� , ��i�. �, 4. ; i,, (�Ir. ) Kim Ledger, CPA 3424 N. 4th St. Harrisburg , PA 17110 March 23, 1988 `� �-/�(� . . . .. .�......_„+w,.�..wrh�w.�;w.,a.,.,..a�.�.. ....,....,..,..�:._�__^___._ , .__... _. — _. �-- ..--..T... ..,_._. _....�.. .�-�w._.:_....,�.� ,..,.—.i,��.................-._—,,_.._.�...._.._,.� .�_ . .. . ... ��'MIVlt��iWEALTH C?� PE1��+I�'tYl»1ll�►P�li� " �: �N�' �M�� ` .,t� �, ' f3�PARTN4E?�IT 1��T�Eit�htt,�E ' ��v.>>�2 ex tlz-Baj C?FFICIAL REC�IP�' • is�Nlti�iYL1�ANlA Ii�IN�E�"[TANCE ANb ESTA�'E 7AX _ ACN � A55ESSMENT � qMOUNT RECEIVED FROM: CC�NTROL � NUMBER • ' .i.C;b 1. $i-7[}�«l)0 I��:��h� G, E3srg 10 fS Nca^vemb�r Dr ive --- ��mp H i 31, Pl� i 7 011 FOLD HERE — FOLD HERE ESTATE INFORMATION: � FILE NUMBER z�-ss-a�3 � NAME OF DECEDENT (LAST) (FIRST) (MI) _—._ �E3� T��.�.�.],r»'1!:Z � DATE OF PAYMENT ---- , �ST:CrI Z�t �.'�$g � POSTMARK DATE --- i�1+�x'�h 29� :L9f3$ COUNTY Cumb�rl�nd �ATE OF DEATH I D+F3CGI�tbF.3.i i�7 . �.�$� � TOTAL AMOUNT PAID _"�'1'?Q�'�p REMARKS SEAL RECEIVED BY �-�' ' �>> SIGNATURE REGISTER OF WIL.LS ` ' ` �' - _ - ____.._._ � ' _.._ .� � ____ .�-- .._ _.__ _.__ _. .__ _.. _._.. ._._ - �-�.I�'�1f�1`1��.-. - ._ .�. ._._ ._.._ .._ ._....- IIIII.I .I� •�� r � REV-1;00 EX+ (2�87) /o.� �� ✓ � FILE NUMBER , o.,�,� INHERITANCE TAX RETURN oll- gk -* =3 '��:�z„`.�` RESIDENT DECEDENT COMMONWEALTH Cf PENNSYLVANIA (TO BE FILED IN DUPLICATE DEPARTMENT OF REVENUE �/�TH REGISTER OF WILLSj POST OFFICE BOX 8327 HARRISBUNG,PA 17105-8327 COUNTY CODE YEAR NUMBER DECEDENT' �AME(LAST,Fti�ST,AND MIDDLE INITIAI) DECEDENT'S COMPI,ETE ADDRESS W �Jt �llar�. Q�P�� Joc? N0�'%�'`.�''� =-''`, -�� 0 W SOCIAL SECURITY NUMBER DATE Of DEATH DATE OF BIRTH �`��'� ��I� / �r �I'�II � I Q� '3'0 _' �// Q /?� f7�87 �..a�'0 � Countv CL/11�,@r( �f�W 1 W � 1. Original Return ❑ 2. Supplemental Return �J 3. Remainder Return Q,� (for dates of death prior to 12-13-82) W au ❑ 4. Limited Estate ❑ 4a. Future Interest Compromise ❑ 5. Federal Estate Tax v00 (for dates of deafh aher 12-12-82) Return Required °'� � 6. Decedent Died Testafe ❑ 7. Decedent Maintained a living Trust �8. Total Number of$afe Deposit Boxes a Q j (Attach copy of Will) fAttach copy of Trust) 'ALL CORRESPOFtDENCE AIYD COl�IFfDENTIAt TAX IN�dRMATtQN S#OULD SE DIRECTEDTO: N z NAME COMPLETE MAILING �DDRESS � o K 1 w� l.P d,9 e r C P A 3�/a � l�f. � f�' S7' � � TEIEPHONE NUMBER / Q /� './��/ � u a, �Q�/'is6vr� 1 �l�_l � �� zy-a��y -_ �:�Y, l. Real Estate (Schedule A) ( 1) ---..- - �J r. 2. Stocks and Bonds (Schedule B) ( 2) � � � + � '� _ -- -� 3. Closely Held Stock/Partnership Interest (Schedule C) ( 3) _�� 1 6 __-- 4. Mortgages and Notes Receivable (Schedule D) ( 4) - 5. Cash, Bank Deposits&Miscellaneous Personal Property( 5) � �� - Z (Schedule E) O Q 6. Jointly Owned Property (Schedule F) ( 6) _-_ � 7. Transfers (Schedule G) (Schedule L) ( 7) __- � �l, 77� Q 8. Total Gross Assets (total lines 1-7) � �� ( 8) W 9. Funeral Expenses, Administrative Costs, Miscellaneous ( 9) � ____ � Expenses (Schedule H) 10. Debis, Mortgage Liabilities, liens (Schedule I) (10) �6 - 11. Total Deductions (total lines 9 & 10) �11) q �, 4?� 12. Net Value of Estate (line 8 minus line 11) (12) ��i. � ` / 13. Charitable and Governmental Bequests (Schedule 1) (13) --- 14. Net Value Subject to Tax (line 12 minus line 13) (�4) a�� I � ___- �15. Amount of line 14 taxable at 6% rate (15) °��, °�� ___x .06 = �� y_`C' � (Include values from Schedule K or Schedule M.) _ o- _ � - 1b. Amount of line 14 taxable at 15% rate (16) __._x .15 = Z (Include values from Schedule K or Schedule M.) 0 17. Principal tax due(Add tax from line 15 and from line 16.) (17) --- � � 18. Credits Prior Payments Discount Interest 1 77� a i7 � � . + �3 _ _ �is� � � 315� O 19. If line 18 is greater than line 17, enter the difference on line 19. This is the OVERPAYMENT. (19) X �� 20. If li�e 17 is greater than line 18, enter the difference on line 20. This is the TAX DUE. (20) A.Enter the interest on the balance due on line 20A. (20A) B. Enter the total of �ine 20 and 20A on line 20B. This is the BALANCE DUE. (206) - Make Check Payable to: Register of Wills, Agent �►�►BE SURE TO ANSWER ALL QUESTIQNS'ON REVERSE 51DE AND fO RECHE�K MA7H�� Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. I declare that all real estate has been reported at frue market value. Declaration of preparer other than the personal representative is based on all informotion of which preparer has any knowledge. SIGNA�T�U/RE Qf PERSON,�tE5PON5f FO IING RETURN ADDRESS J y ) DaTE (_ �'� !/ ,,;�'� I q,� '� �� ` i �� /Y�� r,�'y('SLa(. �/�re ��fy� �.r �';� ,,�r�! � ��J�:/ �/ �i" �� 4 �� 1� '1. �,9(y_ , .� •, �. � ?�� ' ,. / i E� � SIGNATURE OF PREPA OTHER T R PRESE ATIVE ADDRESS � DATE J� �a�. ,��. ��,� �y�-y rr; �� sf ��a�,��,�� E��:� ��ai,�d ��- � � � , PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (✓) IN THE APPROPRIATE BLOCKS. YES NO 1 . Did decedent make a transfer and: a. retain the use or income of the property transferred, ....................................... X b. retain the right to designate who shall use the property transferred or its income, X c. retain a reversionary interest or X .................................................................... d. receive the promise for life of either payments, benefits or care? ....................... X 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................. 3. Did decedent own an 'in trust for' bank account at his or her death?...................... x IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. REV•1503 EX+ (4-86) I !�:�� SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS AND BONDS INHERITANCE TAX RETURN RESIDENT DE�EDENT ESTATE OP FIIE NUMBER ��; ,ll�� . �P� � a.l - �d� -a�?� � . (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH ,. � , Vn ;t c FN C�,�f: 1��. i r. �' a� h�0 i� 9 3 I a � � U►,�`�- L F,7 c�� L�,� g�-7 � j:: i�1 U � ��•. � 3 � _U n,�" � F !� c n,� �� g�� r # IS �IUP �l S_ (�nt�" �F lI /��rv�1s� �°� � �ls ( _ T Sec I ��.r C s��;��?�� v-,�� C,pV��r^�l+'1PYl� �7 U� I S �U0. � =�t �� S GoJP�^rti,na.�f SfCU�'t�IFS �A�'`li', �� g..s'S C i, `a� ��p; l n i� TOTAL (Also enter on line 2, Recapitulation) $ �' y b S (If more space is needed, insert addifional sheets of same size.) i.. ...■�■ . � REV•1504 EX+ (7-83) SCHEDULE "C" COMMONWEALTH OF PENNSYLVANIA CLOSELY HELD STOCK, INHERITANCE TAX RETURN pARTNERSHIP AND PROP#�IETORSHIP RESIDENT DECEDENT ESTATE OF ` ' ' ��qrn FILE NUMBER v� �;er3 ��_ �4_ �? (Schedule "C-1" or "C-2" must be attached for each buslness fnterest of the decedent, ather than a proprletorshlp.) _ ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH i. ��M2r�cn �►r��4��Gi�a��na � �� ?�'�"n� �Quti�� `�r��,�� Vn� �I��li�eo� �ir�r1?/'s��1� �� S 7 � t TOTAL (Also enter on line 3, Recapitulation) $ 7, S y�c (lf more space is needed insert additional sheets of same size) f REV-150C EX+(12�87) I ,�� SGHEDULE C-2 PARTNERSHIP COMMNHERITANCEOTAXE ETURNANIA ONTEREST REPORT RESIDENT DECEDENT ESTATE OF PILE PIUMBER ��" 4� - �,< � 1�1 i ��q�n (3e r� .,� ►�er��4 �r:t- qrrt'tci ttln9 I P�?tP�re� �7oa S'�'o �Qv�1 r'}°�j 0�� una �In,i�P� p0��n�rs�( Federal 1. D. Number �� 1. Name of Partnership � � c (As per Form 1065) Address � � �y 1 q�n�n� S� Sv" �- �f�E Date Business Commenced � rn q-1'l� 1�1' � ��°� Business Activity 2. Classification of Partnership: ❑General �Limited ❑Other Decedent was o �► m�i e a Partner. If decedent was a limited partner, provide initial investment $ �� b • 3. PARTNER'S NAMES °h OF INCOME %OF OWNERSHIP SALARY BALANCE OF CAPITAL ACCOUNT A. tit � 11►a.tti, Re�9 .00 � y � o , 6o a y °% �/�nc S� 6 B. C. D. 4. Estimoted Value of decedeni's interest: $ y� S`t 6 5. Amount and type of partnership indebtedness to decedent at date of death: $ �� 6. Was there life insurance payable, upo� the death of decedent, to the partnership? ❑Yes ,�No If yes, Cash Surrender Value: $ Net proceeds payabie: $ Owner of Policy: 7. Was there a written partnership agreement in effect at the time of the decedent's death? ❑Yes �No If yes, attach copy of agreement. 8. Did the partnership have an interest in any other partnerships or corporation? ❑Yes �No If yes, report the necessary information on a separate sheet, including Schedule "C-1" or "C-2"for each interest. 9. Did the decedent's interest in the partnership change in the year before death if the date of death was on or after 12/13(82 or if death occurred prior to 12/13/82 in the last two years? ❑Yes �No If yes, explain: 10. Was the decedent related to any of the other partners? �Yes ❑No If yes, explain: W �' r 11. Was the partnership dissolved or liquidated aher decedent's death? ❑Yes �No If yes, report all the related information, including copies of the Sales Agreement andlor Settlement Sheet. 12. Was the decedent's stock sold? ❑Yes �No If yes, provide a copy of the agreement of sale, etc. � 1 �'-' � �;"�'.a��e�' 13. Please submit the following information: � `�� ` / ; ) A. A detailed description showing the method of computation utilized in the valuation of the decedent's interest.`�-�f�; i'��' � �i'='�� .'�'`�`�'`� B. Complete copies of financial statements or complete copies of the Fede�al Tax Returns(Form 1065)for the year of death and 4 preceding years. C. If the Company owned Real Estate, furnish a list showing the complete address/es and estimated Fair Market Value/s. If Real Estate Appraisals have been secured, please attach copies. 14. ALL OTHER INFORMATION RELATIVE TO AFFIXING THE TRUE VALUE OF THE DECEDENT'S INTEREST SHOULD ACCOMPANY THIS SCHEDULE. REV-1508EX� �z.e�, SCHEDULE E :�' � CASH, BANK DEPOSITS AND GOMMONWEALTH OF PENNSYLVANIA MISCELLANEOUS INHERITANCETAX RETURN PERSONAL PROPERTY Please Print or Type RESIDENT DECEDENT — ESTATE OF FILE NUMBER �� lar� �?r9 �I- � B - �-s3 (All property jointly-owned with the Right of$urvivorship must be disclosed on Schedule F) ITEM DESCRIPTION VALUE AT DATE OF DEATH NUMBER � , �; c;�•�E�?�� S , �S7 � ec j c ovn � C 1, k�+� � ; f t .�1 s � cc/`veol /rt °r?.S� f o d� � � d? �r n �l C�� N'r� ��,af1K /U �I 3�� 13,�,��a St �� ,j 1�' �! I7�� PJ��v„ �. ti � T� '�, �cl Z n c�r�,�_ �'a x - �� - ig �� _ �, . ,J�;� � � � � f h. 3 J�� o►^ne o'• �r? a�F,� trPr,t,�� ^ ,� � ,..� i S L� 0 0 o L�n��eS�ow�� I�� I �tl hqr�`►st��r� �e�vr�� ' 3 y � TOTAL (Also enter on line 5, Recapitulation� s /S 7 y y (Attach additional 8Y:" x 11" sheets if more space is needed.) REV-1511 El(t ,a-as, SCHEDULE H �'';�j � ,�,.;�,��,. FUNERAL EXPENSES, , COMMONWEALTH Of PENNSYIVANIA ADMINISTRATIVE COSTS AND INHERITANCE TAX RETURN MISCELLANEOUS EXPENSES please Print or Type RESIDENT DECEDENT FILE NUMBER ESTATEOF ��t,1llaM �e�� — a'i-g �- a--�� ITEM DESCRIPTION AMOUNT NUMBER A. Funeral Expenses: ' 1. �� l�n� ►�1e��af�� rk - oren�„1 ,-� 9r�vQ So -o � Gold s�'e�,n's Fv,ler�t � �re��'or`.; , 1�� 3, 3Sa =' R'i�1:.`� ��"�nrrc �aza;.� ) � q ' ^ l��Ib10 U�'C('�954 O � �'.l ti "•r �' fJ� t / � �i lr'j�n � n- � � l;, �r f r i �SQ 5 S �,aton� i��t�,��r��) (�a /`i<. - Sforle �7S B. Administrative Costs: 1. Personal Representative Commissions _ — Social Security Number of Personal Representative: Year Commissions paid 2. Attorney Fees 3. Family Exemption Claimant QP r�'�a G. �e r� Relationship ��' a' �� 9 Address of Claimant at decedent's death ' Street Address �� n��U�'��°� v� r' � t , -�., City ��ti�,� —,�� State �� Zip Code_ % � 4. Probate Fees C. Miscellaneous Expenses: � j„�, l/S �. fy j�e ,� Tef �r � �. � � Cv�,l�e�I��1 Cnun , 3 � Cos '1'�S �'q,Y�1 P��Q�`y S�) orit CP/'. � lC�1J,` � � o� �e�P�^s j � � (� ? �� Ce��i�tea�e-S TOTAL (Also enter on line 9, Recapitulation) $ /� y�3 (If more space is needed, insert additional sheets of same size) REV�1512 EX+ ,�o.eb, �. SCHEDULE 1 �`:Y-��` DEBTS OF DEGEDENT, !�:;�.�;,,- COMMONW[ALTHOFPENNSYWANIA MORTGAGE LIABLITIES AND LIENS INHERITANCE TA%RETURN RES�DENT UECEDENT FILE NUMBER ESTATE OF �� `�i1`qm < Qe ��3 d_� - gg - �_:.� ITEM DESCRIPTION AMOUNT NUMBER 1. �� a � � . � ,`�a�,-�, ,n J��!P�, c �� r. � Q�� v � ��r � �3F II ,�f P�, - IeleYl�a�� .v � TOTAL (Also enter on line 10, Recapitulation) $ i C (If more spoce is needed insert additional sheets of same size) II'll.I I� ■I�I . � REV-151]E%+ (2�B7) �; " � SCHEDULE J COMMONWEAITM OF PENNSVWANIA BE N E F 1 ClARI ES INNERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER �N'� ��14vh �?r� a(- � 8 - z33 ITEM NAME AND ADDRE55 OF BENEFICIARY i RELATIONSHIP AMOUNT OR NUMBER SHARE OF ESTATE A. Taxable Bequests: r ��J�P /O p � t-/o i. (3�r��a, G , �Q � �� '; ��0 V�'uY1�P r' ��' �� 1/, �� i � � 1 � ll �7 � � � i � � ITEM NAME AND ADDRESS OF BENEFICIARY AMOUNT OR NUMBER SHARE OF ESTATE B. Charitable and Governmental Bequests: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) $ (If more space is needed, inserf additional sheets of same size) II;II.II I� ■I�I 1 � ` `� B�11k l�A. Maln Otflce A Subsldiary of CCNB Corporation 33]Bridge Street New Cumberland,PA�7070 � 7]7 7747000 Direct: September 7, 1988 Yaverbaum, Goldring & Gerber 2001 N. Front Street Suite 221 Harrisburg, PA ll102 RE: Estate of William Berg The following is a complete record of the above decedent's accounts as of December 27, 1987 Date of Death Account No. Type of Account Balance on Date of Death Names on Account Date of Creation Principal Accrued Int. (All Owners) of Joint Owner- shi 583187 checking $5,050.01 $9.74 William Berg O1/19/70 Bertha Berg 60060985 checking $15,257.35 $44.98 William Berg V' 'd t - 0 erations Author�z d Signature � �t�� October 3, 1988 An American Express company AMERI(AN FJ�RE55 � Dear Mr Ledger, In reference to William Berg's Account �f�A11-10322, the prices as of 12/24/87 are as follows: Unit EFH Corp Inc TR 4�21 1rIDP 931.06 per unit Unit EFH Corp Inc TR ��12 MDP 826.68 per unit Unit EFH Corp Inc TR 4�15 1�IDP 880.17 per unit Unit EFH Trust For GVT GTD Sec 1 Ser 802.97 per unit HIS Government Series 8.91 per unit Any questions please call at 1-7+7-763-1h11 Sincerely, Deborah Ness Sales Assistant Pennsboro Center 717 763 1611 1019 Mumma Rd 2nd Floor Member of ail principal securiry Wormleysburg PA 17043 option and commodity exchanges - �CNEDULE K•i Partner's Share of income, Credits, Deducttons, etc. OMBNo.1545-0099_ � (Form 1065) _- Fo:calendar year 1987 or fiscal year � Oepartmento(IheTressury beginni�g ---------••- ----,1987,andenJing------------------------19---' �g87 Internat Revenue�ervke Partner's tdentif in number ► 197-30-1910 Pa�tne�shi '_:osnt!fyin number ► 4�-0700550 • P Wrtne�'SA�a��add�ess,and ZIP code Pap��i�R SFIRS7'PARTICtPATIN6%PREFERRED Il I G 108 NOVEMBER DRIVE EQUITY HORTGAGE FUND LIl1ITED PARTNERSHIP APT 6 1004 FARMAH STREET CAMP HILL PA 17011 SUITE 4v4 ' OMAHA NE 68102 A(1) Is this partner a general partner? . . . Yes X No D Enter artner's ercenta @ Of:{��OfeCecrcase �u)E�doi P p B a termination year If"yes"to Question A(1): Profit sharing. . . . . . .._0.o00 .% .. o:004 � (2) Oid this partner materially participate in the trade loss sharing . , . . . . ___o•aaa% ___ o.004 qb or business activity(ies) ot the partnership? (See Ownership of capital . . . ___0_000 % o.004 � page 12 oi the Form 1065 Instructions. Leave E IRS Center where partnership fiied retum►�aEN,.UT_ blank ii no trade or business activities.). . . . ❑ Yes ❑ No F Tax Shetter Registration Number ► _______________ (3) Oid this partner actively participaie in the renlal G(1) Did the partner's ownerstiip interest in the partnership real estate activity(ies) of the partnership? (See increase after Oct.22. 1986? . . . . . �Yes❑ No page 13 ot Ihe Form 1065 Instructions. Leave If yes,attach siatement.(See page 13 ot the Form 1065 Instruciions.) blank iI no rental real estate activities.). . , . ❑ Yes ❑ No (2) Did the partnership start or acquire a new activity after B Partner's share of liabilities Oct.22, 1986? . . . . . . . . . . Q Yes❑ No Nonrecourse. . . . , . . , . $ �E _ _ If yes,attach statement.(See page 14 of the Form 1065 Instructions.) Other . . . $ �E H Check here r Q if this Schedule K-1 is for a short tax year Yp Y P � r uired b seclion 706 b . C What t e of entit is this artner? ► o7HER 1 Reconciliation of artner's ca ital aecount: ,�i�eome,wt a,cn,ded �e��osses�oe��c�uded ��,rowals and (g)Capital account a) ap�ta account at ( ) pitai contri ut (c)Income( ) rom �n tdumn(c),plus in column(c),plus distributfons at erM ol f�nin of ear duri ear li�es 1 2 3 a�d 4 bdow �taxable income unaltowable deducttons year 4,55I.15 122.7I 18.15 99.97 4,545.74 Caution:Reler to aftached Pa�tner's Insfructions for Schedule K•1(Form 1065)b2lore enterrng information from this schedule on your fax return. (a)Dlstrlbutive share Item (b)Amount (c)1040 tllers ente►tlie amount tn column(b)on: 1 Ordinary income(toss)frorn tr�de or business activity(ies) 2 Income or loss from rental real estate activity(ies) . . . . . . . 1'20 �SSchedule iesl(Fam110�69j� 3 Income or loss from other rental activity(ies) . . . . . . . . . � 4 Po�tfolio income(loss)::. - - - �:::::>..c--.>-,. � . _ . :�.�•-::, �. / oa Interest . . . . . . . . . . . . . . . . . . . . ' `��11�.51 Sch.B,Part I,line 2 -� b Dividends Sch.B,Part Il,line 4 " . . . . . . . . . . . . . . . . . . . . �°' c Royalties Sch.E,Part I,line 5 . . . . . . . . . . . . . . . . . . . . . � d Net short-term capital gain(loss) . . . . . . . . . . . . __ _ Sch.D,line 5,col.(f)or(g) � e Net long-term capital gain(loss) . . . . . . . . . . . . . Scfi.D,line 12,cot.(�or(g) t Other portiolio i�come(loss)(attath schedule) . . . . . . . . {Enla on app�iabk Ams o1 your rclmn► 5 Guaranteed payments . . . . . . . . . . . . . . . . � (��Ksi�F�«°1m`�io�sj� 6 Net gain(toss)under section 1231(other than due to casualty or theft) • 7 Other attach schedule (En�er on��iwnk r�«oi yonr rcinrn� 8 Charitable contributions See�arm 1040 Instructions � . . . . . . . . . . . . . . . .� � 9 Expense deduction ior recovery property(section 179) . . . . . � � a 10 Oeductions related to ortfolio income . . 18.15 St�PMnei s Inyt�xtlont la C.:. P . . . . . . . . . ( scneeuw K•i�fam io5st� 11 Other attach schedule 15C DEPRECIATION AOJUSTNENT ON PROPERTT PLACED IN SERVICE AFTER 12/31/86 0.00 ITEHS 6(1l ANO 6(2) - ALL ACTIYITY COtiMENCED AFTER OCTOBER 22, 1986 ACCOUNT M1ttBER � A1110322 16 U 2 129660 . _ . .. . •••-. -- -"`".-'�Ae��^•�••��^^s Sehedule K-1(Fo►m 1065)1987 . . . . . . . . i.'.. �.■.i� � �� . �/ � � 1 i � � � '� �' � " � i � .l � � %� � GOLDSTEINS' FUNERAL DIRECTORS, INC. (215) 927-5800 6410 N. Broad Street 310 Second Street Pike Philadelphia, PA 19126 Southampton, PA 18966 , BENNETT GOLDSTEIN,Supervlsor GABE GOLDSTEIN,Supervlsor Mr. David Berg December 30 , 1987 108 Saxby Terrace Cherry Hill , NJ 08003 Funeral of the late WILLIAM BERG PROFESSIONAL SERVICES OF FUNERAL DIRECTOR AND STAFF Including but not Ilmlted to counseling,availabllity on a 24 hour basis,consultetfon with family and ciergy,assistance of stett in all necessary phases of arrangements and direction of visitation and fu nerai services,obtalning,preparatbn end flling of neceasary notices,authorizations and consents, certificates and permfts;care and arrangement of flowers,coordlnation with those providing other portlons of the funeral,e.g.,cemetary,crematory,and others,and supervising of aii arrangements pertaining to the funeral service and directlon of funerel end assistance to family following funeral $ 6 7 5 . �� I� end final disposttlon,and presence et place of final disposition. GENERAL USE OF FACILITIES ' Including but not Ilmited to preparatlon room,reposing rooms,administrative end receptlon areas, � arrengement rooms,selection rooms and sheltering oi remains(in Iisu of funerel home fecilitles ail necessary equlpment and addkional statt for synagogue funerals or tunerals conducted 2 9 5 . �� elsewhere). Use of Chapel for Funeral Service 100 . 00 Refrigeration 120. 00 Washing and Dressing 50 . 00 Casket as Selected 1200 . 00 285 . 00 Concrete Liner 220 . 00 Removal (From Harrisburg) 130 . 00 Hearse 125 .00 Limousine 65 .00 $ 3265 . 00 c r.r r„�� -- .,_. .. CASH AD�TANCES Newspaper Notices: 69 . �2 Philadelphia Paper 40 . 00 Harrisburg Paper 12. 00 121 . 72 Copies of Death Certificate (6 ) J — �\�� ,,i Total $ 3386 . 72 � " , ,"�1 �,`� Allowance 36 . 72 ; � � � � , �� ,� + � ' �� '` �f\�„� � Total $ 3350 . 00 ,� ,,� >',��,� . �� i ,�� .,i� ��;} _ , L�' , / , . � . . - COMMONWEALTH OF PENNSYLVANIA � DEPARTMENT OF REVENUE � �� BUREAU OF INDIVIDUAL TAXES � D E PT. 280601 � � - �,�� HARRISBURG, PA 17128-0601 October 13, 1988 Mr. Kim Ledger 3424 North Fourth Street Harrisburg, PA 17110 Dear Mr. Ledger: Re: Estate of William Berg File No. : 21-88-0233 This is in response to your request for an extension to file the Inheritance Tax Return for the above-referenced estate. In accordance with Section 1736(d) of the Inheritance and IEstate Tax Act 255 of 1982, the time for filing the return is extended � for an additional period of six (6) months. This extension will avoid � the imposition of a penalty for failure to make a timely return. ,' However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before March 27, 1989. Because Section 1736(d) of the 1982 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. Sincerely, � / �� '�''' Jo C. Murphy, Chief / ,Inheritance Tax Division i'` S-IT:INH83 INH: 109(F) .. . . . II II.II..,I�.■I■ 1 .. �/� Inventory of the real and personal estate of �v � t l!4�^ j'--�� deceased �, J ✓ r, ll r � � Cer�n �ti : l (' 11y" �l M � � 4�� `1 ' ,' � �, �i i� / � � �� 'i U � ,� �,! m• �' �i U P � �, �� jr �S g� �, � �. � /^ � U n`f"' K F �1 �P US� 'Fa� l: OVC�/�l1 r11 F� t 1,; f 9/ .�GC l .�{�l' I (�/ 0 � S' y. � S ya 6 �� Sh �"1�5 �aVC�f►1�11�'✓t� Sec�+'�!� es .�?��Er y � � � S. � � �efP�,�o. ! ��e(`I ��q V Irs f �°4,^� ��P a fr on � � ,� � �� j ; �� . l � % L� s�� L-� Y�1 � �P d ��)r'r�l P r^,;n t/� i I M oh�� Q�� f'un � � �i f . �o 0 6 a Q 6� � g s - C C N 1� /.�q,.� k /l/� 1� l � ��`- � � ., C �ec�InJ f Ccovn � � � _ o - / � S`7 �� o C> P� � h�oMe Tq � �p ��n�l (' � � � _ �i. / � / , . I '1 o � Gr�4,�er� �4��'Isbvi^.� .._. ��P �vn� �{ 3��. ��Wlsh I�on�e , � � I � i COMMONWEALTH OF PENNSYLVANIA 'l COUNTY OF CUMBERLAND 1 �� QQrIhA,C' �Pr�� being duly Sw °f n according to law, deposes and says that � c� e �S � e eXQC T� of the Estate of W! 1 I►a� �:'r f late of .—___—�q'^��_ 1��_`� _ ________ , Cumberland County, Pa., deceased a d that the within is an inventory made by �Prf��CQe�_ __ _ ., the said �Xec vf/'1X of the entire estate of said decedent, consisting of all the personal proparty and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death, �� c-�'-'� and subscribed before me, xts' .�' �j ; eae . /").��.,,��e� i .Jl�'- 19 �� Executor - Administr or v��v � �� C�,� ��.� Notarial Seal ! fl� �✓a v�np`�►' U/�• � `4�'I/u /7 � �l �!� Melirxia Gardner Straw,Notary Fublic 1 Low�AIIsn Tvrp.,Cumb�rfan�County Address �7 o j My Commissan Expires July 13,1992 R1e+»ber,Pennsylvania bon o!Notari�s }1 �� l '�,,� �J q Date of Geath 1 / �7 __. Dey Month Ysar INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement inventory must be filed within thirty days of discovery of additional assets. 3. Additional sheefis may be attached as to personalfy or real+y 4. See Article IV, Fiduciaries Act of I 949. ��. �_ � - • -_- � � � F- W N � F-- �o M � a � � t� � N _' � p+ r �'E O = G�. W � ��t"`' �0 N p, C op ►-- J LL a, _• � � Gp � LL J Q � �/ I G. � � I � O Z � � � � Q . �O I � � � £ v O I Z � U Z I w Q _ �► a -o c � � I I � ` O y ; � 'o -Y ,� E m o i � � � � U iL m° . . . . IIIIII .I� ■I■ 1 �O ��!YI?c'7� �7'! U�G+�.��2 LL��CJ�c� J�-`"L-�- Lf--e-R- �, � �,,.� REGI3TEft OF WILLS OF CUMBERLAND COUNTY REPORT OP STATUS OF ADMII�IISTRATION (For Resident Decedents Dying After July 1. 1984) ESTATE NO. 21-8g- a33 �,�4'.- �/V I l I � q h/� � c� ,�t, -, � , Name of Decedent: P r� ��` Social Security Account No.: � `�� '3 ° ' � 9/° _ .. , } ' Date of Death: (a- �1 " g� Name of Personal Representative(s): �j'?�``,'t� ��c;'`�a�,� , Capacity Executor 1%�� Administrator c.t.a. (check one) Administrator Administrator d.b.n. Is the administration of the estate complete? Yes I�� No If "yes", how was the administration ended? (check one) 8y court accounting _ By account stated to parties in interest ,_� Did the parties release the personal representat�ve? Other (explain) ��CU��I;� /S S;!C i"l e//` Total amount paid to date to creditors and for funeral and $ �, �7� administrative expense 1'otal value of distributions to date to beneficiaries $ a6'�4� if administration is not complete, estimated value of assets $ still in administration NOTE: This status report is due no later than the due date far filing the Pennsylvania Inheritance Tag Return or, if no Inheritance Tax Return is required, nine (9) months after the date of death; if the administration of the estate has not been concluded, a summary report shall be filed annually thereafter until the administration is complete. I certify under penalty of perjury that the foregoing informxtion is correct to the best of my knowledge, information and belief. � � ^ .� ��; ;/ , 4 ,.;.�i' �,��1 Date: v ��L''�� t�` f�.> , 19 E. ;�- � ,, ,.�; _ ' , Personal Repr� entative , Attorney �or Estate 'It�is report must be signed by the personal representative, or one of them when more than one, or by counsel for the estate. , _� �. _._ ._ ._ � T � ._. - - - - '- - - - uu.._ �u._� � - - - - - ' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE �- BUREAU OF INDIVIDUAL TAXES � D E PT. 280601 HARRISBURG, PA 17128-0601 tiC},,�}»� 1? lc,u,!; ,, ?�z�. 'Ki*n �t�c��3�±er � 3�.'1� ^T�ir�h �'�rc.xrr`z ;itreet 1':arx•;.;��ur,x, F:� 1.713� !�ga1: i"!x. i�c?C�k?�'r: I�e: F�tg�t� cai' �Ji�,li�m i3�r� i ).i�.' tr�a � �!A"",!�_�'.�'��,� '�`e;i;; i� in s��srsrt�;� tn vz��aw r�^{�,ae�t �c�� s:z �xt�*zs:nr ?�� 'i.1� t:l�a trr°j�rzt�nc�� T,�x �etarn �c�r thP afs+av'�--r.a�f�r�r�c:��a,:! ¢ �:ta�e. �n acc�.,r,�an�e c�ifih ��tzc�n J.'�?b(ci� c�� r��.-z T'r�ta�rit�arace �..n� ?s;;tate� Tsx �et �S5 ot� l.'?f�l� t�� tim� f�r �ili.z�^ t'i+�� r.�€*taAr.r� i.� �xt�?r,d��? v"bX f141 $�`{.�1CLLli'iEt� j?f'!"I.Rs'� (��" Sl.�: �� i?Otl��?h, 7't";7.l9 �!�?'C6!11z.7.C1T5 t�*R��. �t7t�'1.� 3�'Yh? ;t',fl�}O�?CRC?� 7r F9 j)t?:22+'��i:V �{9?" �'r�7.�ilT.'�' L4'� 1?t�1{E' tt 1'.1�'F'��l T't�!CLlL"?'!. :$t�CYt�J�'?Y � lr �i�£`?1 TtO� �.lt''E'Vf?TI.� lfl�s�7':'.�Y. �TP,�i'� F�CCt!.It7,',f�".; <;;'� r1'TtX t�#X .rea;a�san.in.n. ��n�ai� e��r�r [1�� d�li,rcauent� �^�.�te. �'�� r�t-�xrn mu�>� be cile�-� ��ritl� r}��► �;��i.�#�,:a;,- � ''' L,tsl�.s nn ar ?s��r.� *�,arc''� �'7., I�3�=��3, Rccr�u:��: "ect�.on 17`�fi(r�) c:;!' t"�s� �.�6�" �:cr a11��r� r.:�z• .,�i�1Fa cax�e �:,fr•�a p�xi�!i �i�' :�szx (fR? rntrra*?��, n� ��:'<,�sit:��:on�l F_"XrP?1",EOi"it�} rrl�� .3f'. y?;T'�°tC�v.''C� ��'i?31: t�77UZ?'; f'�y'GE',Pc� �'�'i,r, {�695',3.iItG1�?I �1k"1±? T?��'c€11 t�`E?c�.� ;�iS'1Cf't'�'.�t", _ -� _, .�C7}!2) f'. �t!t"�D�S"{r�, ��1t ll 4i'�F - � TTt�11c'�`7�Elf?CC' '�."iY7d �):� .e.'s'l{�1'! 4"Z��:�.T;�'l�i �.�'�ii�: �1)�� .� ! . . . . IIIII.I. I� •1• � REV-1547 EX (12-88) �� r COMMONWEALTH oF PENNSVLVANIA � , � � �� 4� NOTICE OF INHERITANCE TAX qCN 101 oeanRrMENr oF REVENUE pPpRAISEMENT, ALLOWANCE OR DISALLOWANCE BURE4U OF INDIVIDUAI TAXES � - ��.s�" DEPT. 280601 OF DEDUCTIONS, AND ASSESSMENT OF TAX HARRISBURG, PA 17128-0601 DATE 02-13-89 ESTATE OF BERG WILLIAM FILE N0. 21 88-0233 DATE OF DEATH 12-27-87 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS. MAKE CHECK PAYABLE TO "REGISTER OF WILLS, AGENT". REMIT PAYMENT TO: KIM LEDGER REGISTER OF WILLS 3424 N 4TH ST CUMBERLAND CO COURT HOUSE HBG PA 17110 CARLISLE, PA 17013 ` Amount Remitted .,�, CUT ALONG THIS LINE � RETAIN LOWER PORTION FOR YOUR RECORDS ` - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REV-1547 EX (12-88) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BERG WILLIAM FILE N0.21 88-0233 ACN 101 DATE 02-13-89 TAX RETURN WAS: (X ) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON; ORIGINAL RETURN 1. Real Estate (Schedule A) � ( 1) .00 2. Stocks and Bonds (Schedule B) ( 2) 11,485.00 3. Closely Held Stock/Partnership Interest (Schedule C) ( 3) 4,546.00 4. Mortgages/Notes Receivable (Schedule D) ( 4) .00 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) ( 5) 15,744.00 6. Jointiy Owned Property tScheduie F) ( 6) .00 7. Transfers tSchedule G) ( 7) .00 8. Totai Assets ( 8) 31,775.00 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funerai Expenses/Administrative Costs/Miscellaneous Expenses (Schedule H) ( 9) 7,423.00 10. DebtslMortgage Liabilities/Liens (Schedule I) (10) 56.00 1 t. Total Deductions (1 1) 7,479.00 12. Net Value of Tax Return (1 2) 24,296.00 13. Charitable/Governmental Bequests (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 24,296.00 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16 and 17 wi11 reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of line 14 taxable at 6% rate (15) 24,296.00 X.06= 1,457.76 16. Amount of line 14 taxable at 15% rate (16) .00 X.15= .00 17. Principal Tax Due (1 7) 1,457.76 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST (-) 03-24-88 365375 72.89 i,700.00 TOTAL TAX CREDIT 1 772.89 BALANCE OF TAX DUE 315.13CR INTEREST .00 * IF PAID AFTER THIS DATE SEE REVERSE FOR CALCULATION TOTAL DUE 315.13CR OF ADDITIONAL INTEREST (IF BALANCE DUE IS LESS THAN S 1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED) IIillI I� ■I■ � �* REV-1607 EX (12-88) COMMONWEALTH OF PENNSYLVANIA �y�gry�V�; DEPARTMENT OF REVENUE � �� d I4`�� INHERITANCE TAX ACN 101 BUREAU OF INDIVIDUAL TAXES DEPL 280601 r � STATEMENT OF ACCOUNT HARRISBURG, PA 17128-0601 DATE 04-10-89 ESTATE OF BERG WILLIAM FILE N0. 21 88-0233 DATE OF DEATH 12-27-87 COUNTY CUMBERLAND NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS FORM WITH YOUR TAX PAYMENT TO THE ADDRESS SHOWN. MAKE CHECK PAYABLE AND REMIT PAYMENT T0: � KIM LEDGER REGISTER OF WILLS 3424 N 4TH ST CUMBERLAND CO COURT HOUSE HBG PA 17110 CARLISLE, PA 17013 Amount Remitted CUT ALONG THIS LINE �' RETAIN LOWER PORTION FOR YOUR FILES ` - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - REV-1607 EX (12-88) ** INHERITANCE TAX STATEMENT OF ACCOUNT ** ESTATE OF BERG WILLIAM FILE N0. 21 88-0233 ACN 101 DATE04-10-89 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, THE APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 02-06-89 PRINCIPALTAX DUE:................................................................................................................................................... 1,457.76 PAYMENTS tTAX CREDITS): PAYMENT RECEIPT DISCOUNT + AMOUNT PAID ' DATE NUMBER INTEREST (-) ' ,� 03-24-88 365375 72.89 1,700.00 �'� � -^m �T f`T'in 03-23-89 REFUND .00 315.13- , .�� «o ', r*��-; -o ^.,_, ��,� � ;� �..... /� �� . _.!'.�� W 1_ (�`_-. '.. ] � � � � � � I � I TOTAL TAX CREDITS 1,457.76 BALANCE OF TAX DUE .00 INTEREST .00 TOTAL DUE .00 * IF PAID AFTER THIS DATE SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL iNTEREST (IF BALANCE DUE IS LESS THAN $1 OR IS REFLECTED AS A "CREDIT" (CR), NO PAYMENT IS REQUIRED)