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Home My WebLink About01-0520 Estate of Edward T. Hering also kno wn as PETITION FOR PROBATE and GRANT OF LETTERS ::A~- 5~o No. To: Register of Wills for the J Deceased. County of Cumberland in the Social Security No. 109-07-8944 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 nx in the last will of the above decedent, dated and codicil(s) dated May 16, named ,19~ (state relevant circumstances, e.g. renunciation, death of executor, etc.) . .Oecendent was domiciled at death in Cumberland County..Pennsylvania, with h IS last family pr principal residence at 19 Hendel Loop, CarlIsle, Pennsylvama 170 n ~{'{1~-;L J>1~ ~ (list street, number and muncipality) Oecendent then 86 _'years of age died March 24,2001 at South Middleton Township" Cumberland County, Pennsylvama Except as follows, decedent did not marry, was not <;livorced 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 (I f not domiciled in Pa.) Personal property in County Value of real estate in~an~-t ~ &.....[1-,./- sItuated as follows: e. ) t) L<... , 19 3'70) tJ()?) $ $ $ $ 16. ()~ ,. WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary I (testamentary; administration c.La.; administration d.b.n.c.t.a.) (heron. v: ~;,,) ".J C <u ~Z ~ .... O::~ "";)0 c';:: roo;:: .-.'"' ~a.. ~:-;:: ::l ..., ~ Oil Vi ~ ~ Barbara Hering Lieu 101 Atlanta Avenue Cloudland, Georgia 30731 379 Wil&on Street, Carlisle, PA 17013 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH O}' PENNSYLVANIA II.." :S~ COUNTY OF Cumberland The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petition~r(s) will w}l) an~ truly ad . ister_the estate according to law. Sworn to or affirmed and subscribed ~ ~ en before me this 25th ._ day of Bar ara Hering Lieu ~. ~~200~ 19 ~ _, <.6.J~ ~ ,./ -C, y C. Lewis ~ J(P -~33 --I N 21-2001~520 o. Estate of EDWARD T. HERING , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW May 31 s t 192001 ,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 M a v 16 t h , 19 9 6 described therein be admitted to probate and filed of record as the last will of Edward T. Hering and Letters Testamentary are hereby granted to Barbara Hering Lieu ~ Mary C. Le~ FEES 340.00 Probate, Letters, Etc. ......... $ Short Certificates( )..?...... $ 15 . 00 Renunciation ................ $ x-Pages (3) $ JCP TOTAL _ $ Filed . .M.ay. . ~.5. th. 2.00.1. .. S.. . .~ 9.~ , po James D. Flower, Jr., Esquire #27742 AITORNEY (Sup. Ct. 1.0. No.) 9.00 5.00 26 West High Street, Carlisle, P A 17013 ADDRESS 717-243-6222 PHONE CALL ATTORNEY JAMES D. FLOWER 105.805 REV 9/86 This is to certify that the information here given. is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing, WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 p 7247956 No. -;211-:2 0'0;1-'520 / >i- (\. ~~~Q~ Local Registrar MAR 2 7 2001 Date COMMONWEALTH OF PENNSYLVANIA · OEPARTMENT OF HEALTH e VITAL RECORDS CERTIFICATE OF DEATH Did '*- ... in a CUmberland --.,? l?dD ::;"'''":::'=:0I lotOTHt:R'S NAME (Firll. _. _5'1"'_1 II.Claire S 1Nf'00000T"S MAlUNO AllOAESS (SIr",. CiIyIbwn. &.oa. r'll Coclel aoJUU, Box 63PP, Greentown PA 8426 PlACE OF DISPOSITION, _ 01 C_OIY, Ctomatory LOCATION. CiIy/bon, Stal.. Zil>Cocle OtOl,*"- Yorktowne Caskets Hl05. 143 R.... 2/87 'NT ,NT .,K NAME OF DECEDENT {FwSl. .._. l_' SEX 2. Male '. 86 YIS. S. COUNlY OF DEATH d\ Cumberland .... v.Il\S DECEOEIll EvER IN U.S. ARMED FORCES? _~ NoD l1a. StOle PA 1711. eo.. 2001 2'0 (<IV OI3"E PRONOUNCED DEAD (Month. Day. _I ()}a..r~ z.~ '2...001 \ :. d. weRE AUlOPSY FINDINGS ~E PRIOFl70 COMPLETION OF CAUSE OF 0EJa"H1 DUE 70 (OR AS A CONSEOUENCE 0Fl: OUE 70 (OR AS A CONSEOUENCE 00: IMNNER OF DEATH DATE OF INJURY (Man"'. Day. _, HomN:QI o o o Nalutal (3'" _ 0 Su;cide 0 Pending _ligaliOn Coutd _ De deltrm,Md Nol3'" _0 NoD 2810. 29. aRT..... l~ on;,. one! 'CERTIFYINO PHYSICIAN (Ph"",_ Cl!f101yot>g tause <1.,..1'" .."." """'~"' ""~,"" has 1lO~ dell~ """ com",...., nern 231 To""'" of ft'Iy kftOwtedge. de.thoccutf'eClcfue..Chec......(t)lndm."M'.. i.atM..................................................... 'I'flONOUHCJNG AND CEATIFYING ~YS/CIAN (~ySIC....lloIl'. ;>tonouncono oe"~ ,net ce<t,'vono to cau.-of Cle,'~l To the ~ of my Jr:NW~r.. Hath occurred.t the time. date, aM ptace. and du. to the eau",:_) and manner.. "lItN.. "MEDICAL EXAMINEA/CORONER On Ill. b..1I 0' ..Iminatlon aneS/or Inyesllgalion, In my opinion, d.IIIl occu"ed 11111. "m.. dll.. and plac., Ind du.'o Ill. Clutels) and ,,"~nn... IS tUled.. . . . , . . . . . . . . . . .. . . . . .. . . . . . . . . . . . . . . . . . .. . .. . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . .. . .. . . , . . . . .. . . .. . . . . REGISTRAR'S SIGNATURE AND NU E ~. ~~~~ ~I\I~IIOI STIllf. FILE NUMllEA SOCIAL SECURllY NUM8ER 3. 109 - 07 8944 DATE OF DEATH .l.4otlltl. o.~. '_1 a. March 24, 2001 ::....,0 RACE. A.....,." _n, _. WI\iI.. etc. (SlMc"YI Whi te 10. MARITAl STI3"US._ _loIanied. ~. Diwltced (Soecolyl la. Widowed 11..00 _.__" SURVIVING SPOUSE 1'_._"-""""" South Middleton ""P. cilVlbooo. (~'-d I AppIQI_. , iIWMWI_ l-Iftd- ! ~ v.t t-e O/Il<<........... _ ~ 10 dIIIh. bul _........, in",. ~....gMn in Pf.RT l. TIME OF INJUAY INJURY AT WORk7 DESCRISE HOW INJURY OCCURRED. _ D NoD o 31. .c:\wp51 \wills\heringed. wil 3Enst lIIill nub Westnttttttl OF EDWARD T. HERING I, EDWARD T. HERING, of 19 Hendel Loop, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executrix, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I hereby give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever kind and wheresoever situate, to my wife, MARTHA F. HERING, provided she survives me by thirty days. THIRD: In the event that my said wife fails to survive me by thirty days, hereby give and bequeath the sum of Ten Thousand ($10,000.00) Dollars, to my grandson, BENJAMIN FRAZER BRYAN. , ,c: \wp51 \wills\heringed.wil FOURTH: In the event that my wife fails to survive me, I hereby give, devise and bequeath all the rest, residue and remainder of my estate, to my daughters, BARBARA HERING LIEU, of HC 65, Box 1505, Cloudland, Georgia 30731; JEAN MARIE HERING CAMPBELL, 35 Bailey Road, Montgomery, New York 12549; and RUTH ANN HERING, of 10217 Gray Eagle Drive, Orlando, Florida 32821, in equal shares, per stirpes. LASTL V: I nominate, constitute and appoint my wife, MARTHA F. HERING, to be the Executrix of this my Last Will and Testament. In the event that my said wife shall be unable to serve as Executrix for any reason, I appoint, my daughter, BARBARA HERING LIEU, as Executrix. In the event that my said daughter shall be unable to serve as Executrix for any reason, I appoint, my daughter, JEAN MARIE HERING CAMPBELL, as Executrix. No Executrix shall be required to file bond in this or any other jurisdiction. t C2-Lh IN WITNESS WHEREOF, I L day of ~t have hereunto set my hand and seal this ,1996. ~ .AjtrP~Tr.;1I~ Edward T. Hering I SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: ~t~5 1) 0lfCr t ., j ~ \.....J ' L-/U L{'~~c~ \~ ~ ( 2 , ,c:\wp51 \will!;\heringw.wil COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, EDWARD T. HERING, Testator, 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; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledfled before me, by EDWARD T. HERING, the Testator, this -1 (rli) day of ~~ 6' ' 1996. \. .*~~~cll..e-l~ Ed:arJ T.'Hering, Testar . Lm!j OtJL~O~~ ~~ Notary P~ic NOTARIAL SEAL MERLENE MARHEVKA. Notary PlI;)lie CarlBle, Cumberland County. Pa. My Commission Expires MW8 ., ~') .c:\wp51 \wills\heringed.wil COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, lTr:imA~ D Fl nWFlr and JrlmAS D _ Fl nWFlr, .Tr,. 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 Testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. and Sworn or affirmed to and subscribed to before me by James D. Flower James D. Flower, Jr. this I Loth day of ~r' 1996. o W' ne \J L~", n._~~"- f)J~ J - I ~ Notary~ // NOTARIAL SEAl.. MERlENE MARHEVK,\ Notll)' PIbIic Ca~, Cumberfand County PI. My Commission Expires 6I2i9B 4 ~ -- CERTIFICATION OF NOTICE UNDER RULE 5.6@l Name of Decedent: EDWARD T. HERING Date of Death: March 24, 2001 Estate No.: 21-01 - "05t8- 5);;;U:::> To the Register: I certify that notice of the beneficial interest estate administration required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on June 6, 2001. Name Address Benjamin Frazer Bryan Barbara Hering Lieu Jean Marie Hering Campbell Ruth Ann Hering 200 Winston Drive, Apt. 2806, Cliffside Park, NJ 07010 101 Atlanta Avenue, Cloudland, GA 30731 R. R. #1, Box 63PP, Greentown, PA 18426 10217 Gray Eagle Drive, Orlando, FL 32812 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: June 6, 2001 lOIS, SHUFF, FLOWER & LINDSAY Name James D. Flower, Jr. Address 26 West High Street Carlisle, PA 17013 Telephone (717) 243-6222 Capacity: _ Personal Representative x Counsel for Personal Representative ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT No.AA 496767 REV-1162 EX (11-96) RECEIVED FROM: I ACN ASSESSMENT CONTROL NUMBER AMOUNT FLOWER JAMES D JR 26 WEST HIGH STREET 101 $17..000.00 CARLISLE. PA 17013 FOLD HERE .... FOLD HERE ESTATE INFORMATION: FILE NUMBER 21-2001 0520 SSN 109-07-8944 NAME OF DECEDENT (LAST) HERING EDWARD T (FIRST) (MI) ;. \ . ' DATE OF PAYMENT 6/20/2001 DATE OF DEATH 3/24/2001 REMARKS RECEIVED BY MAR'. L REGISTER \ 'i: 't. I> . II $17,000.00 i .. . S ~:... ,: ,'1 " ~. ..: <. POSTMARK DATE 0/00/0000 COUNTY CUMBERLAND TOTAL AMOUNT PAID c/o JAMES D FLOWER JR CHECKtt 1129 SEAL This Receipt RePlaces AA 496748 REGISTER OF WILLS - _.- - - - - - - - - - - - - -- - --~~ =.:== ~~ -==:::::~.=:=.=::::: .=::::..=== ~ ~~.:=! ...........-.- !!C!..=:: ~-::::::::::: ~ -= '==-'-='':= .=: = = = / ~=lHCW~~ ./~J, :.... . ~OFRlY8AJE ",t .....IQREAUap........:TAXES .. '!' ....IlJePT.280fJ81' . . ~iPAl1~1 r r ,~~.---"",~____~.~---,._. - -.--... - ~"--,-"- -,.--r- ~.,~---.::.--..r,.~...-- ....--..~-----._- !" .",- . .>"NN$~L~A"IA .INHEIIIMtC8AtfQ"STAl'E TAX OP,tel4L:i..cettlT *' NO.AA496748.REV";62 EX (11-96 i , ! \ MoM~ ACN ASSESSMENT CONTROL NUMBER AMOUNT : t t > I I i '\.. &.1.,. .....A HIftI. "1 MlLaft; A_. .nfLMtj' .oAr.> '.'3'1', , .17.000.00 FOLD HE T ." \. ""J ! ~.~. . ~. ~. . ,;g~,..~.~"... .~ .)0.' ~ ,. .' \ i..:'~:.! ~ ", ~., .17,000.00 TtrAbAMQlJNT.:PAID ... ; ":., I . . '. 81< ~ ,~ ~"!j: 1'"'... ...... <,; :- REbr.n.ir:D BY . i..... ';i . . t' / , ~~1~$""""-',-) ,;" ',",",,/~~,,'_' '-,' ~, "I _:-,' ( '. fMtItV. C. tI'flt.... . ~..II.."~.J8~.~. BF.,wiLLS '.':seAI;' J . :' }2 . '. i" ''1\. . ' , · , · I . t f . . i II I \ ' ' . ' . . .",: <~;f! ',',REGISTER OFWIL.lS . J "t'bia,;;cec_ipt i. b.ing r.pl.q~ . . " .' . .... wittt ~ i9tL6-.!~ -A-A-4 I . t ",,'~;."~ ---:... --d..,~ _ ~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX( 11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT FLOWER JAMES D JR 26 WEST HIGH STREET CARLISLE, PA 17013 -------- fold EST A TE INFORMATION: SSN: 109-07 -8944 FILE NUMBER: 21-2001- 052.0 DECEDENT NAME: HERING EDWARD T DATE OF PAYMENT: 12/26/2001 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 03/24/2001 NO. CD 000699 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $11,476.72 I I I I I I I I TOTAL AMOUNT PAID: $11,476.72 REMARKS: JAMES D FLOWER JR ESQ CHECK# 1172 SEAL INITIALS: AC RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS "r 5\. RE:V_t-;,OElI&()O) . '* COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 L. REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER 21 - 01 S?-f) -e5 18 COUNTYCOOE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST AND MIDDLE INITIAL) f- Z W Cl w U w Cl ERING, EDWARD T. DATE OF DEATH MM--DD--YEAR) SOCIAL SECURITY NUMBER 109 - 07 - 8944 DATE OF BIRTH (MM-OO-YEAR) THIS RETURN MUST BE FilED IN DUPLICATE WITH THE REGISTER OF WILLS March 24,2001 Janua 1,1915 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (lAST, FIRST AND MIDDLE INITIAL) w .... <r~- w-u l5~g ~m " < ~1.0riginaIReturn D 4,limited Estate ~ 6. Decedent Died Testate (Altach copy of Will) D9.LiligationproceedsReceived fA SOCIAL SECURITY NUMBER D2.SUPPlementalReturn D4a.FuturelnterestCompromiSBldareOldealhlner12-12.S2) D7,DecedentMaintainedaliVingTrustallachacoPYDfT~st) D10,SpousaIPovertYCredit(daleOfdeathb8tw8.n12031091andlo1095) Da.RemainderReturn(dateofcleathpriOrto120130S2) D5.FederalEstateTaxReturnReQUired e, Total Number of Safe Deposit Boxes Dll,Electiontotaxundersec.9113(A)attachSchoo . z w a z o " . w " " o u THIS SECTION MUST BE COMPLETED ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO NAME COMPLETE MAILING ADDRESS James D. Flower, Jr.. SFIRM NAM. (II ~"\<ii" & L' d aldiS, :Shutt, t. ower III sa TELEPHONE NUMBER 717-243-6222 26 West Hi h Street, Carlisle, PA 17013 1, Real Estate {Schedule A) 2, Stocks and Bonds (Schedule B) (1) $ 131,900.40 (2) 470,772.58 (3) c' ( (4) (5) 49,255.35 (6) 10,841.15 (7) (8) $ 662,769.48 (9) 32,052.95 (10) 10,283.88 4, Mortgages & Notes Receivable (Schedule D) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) z o j:: <{ ...J :l f- a. <{ () W Il: 6. Jointly Owned Property (Schedule F) DseparateBillingReqUested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) e. Total Gross Assets (total Lines 1-7) 9, Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule 1) 11. Total Deductions (total lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) (II) 42,336.83 (12) 620,432.65 (13) 0.00 (14) 620,432.65 13, Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o f- <{ f- :> a. :;;: o () X <{ f- 15. Amount of Line 14 taxable atthe spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17, Amountof Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 190 Tax Due X.o_ (15) x.o~ (16) 27,919.47 x.12 (17) X,15 (18) (19) 27,919.47 620,432.65 20 ~ CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT > > BE SURE TO ANSWER ALL QUE TIONS ON REVERSE SIDE AND RECHECK MATH < < Decedent's Complete Address: I. m,mo""m GITY ::r~::~I:l Loop I STATE PAl ZIP 17013 Tax Payments and Credits: ,. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (I) $ 27,919.47 $ 28,476.72 894.71 Tolal Credils (A' B , C ) (2) 29,371.43 3. InteresUPenalty if applicable D.lnleresl E. Penally TolallnlerestlPenally ( D , E ) (3) 4. 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 (4) 5. If Line I + line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 1,451.96 o A. Enter Ihe interest on Ihe lax due, (SA) 0.00 B. Enler Ihe lolal of Line 5 , 5A. This is Ihe BALANCE DUE. (513) o Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS . Did decedent make a transfer and: Yes a. retain Ihe use or income of the property transferred; _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ . D b. retain the right to designate who shall use the property transferred or its income; _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ 0 ~: ~::~i:: t~e:;~:i~~:e~~~tl~f:e:~;e~;h;r -p~;~e~t~,-b-e~;fi~s- o-r ~~r~? _- _- _- _- _- _- _- _- _- _- _- _- _- _- _- _- _- _- _- _ _ - - - - B 2.lf death occurred after December 12,1982, did decedent transfer property within one year of death 3. D:il::~~;:~;V~~n':~~~~I~r~:,"~~~.I::nb;~ ~p~; d~a-Ih b.-nk ~~c~~n; ~~ ;e~~ri;Y;1 hi~ -0; h~r d~;lh?-= 8 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ D No 181 181 ~ 181 181 181 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Undlr penalties of perjury, I dKlarl that I hive lxamlntcl thil rlturn, including acoompanying schlllules and statlm.nts, and to the best of my knowllllgl and blli." it is truI, conecland complete. Oglarltion or preparlr other thin the perlonll repruentallve il blStcl on III Information of whloh preparer hIS any knowllllgl. June 30 ,2002 ADDRESS 101 Atlanta Avenue, Cloudland, GA 30731 SIGUR~Rf;HEB THA~ REPRESENTATWE AD RES 26 e t Hi Ii Street, Carlisle, PA 17013 l :") DATE DATE '-I , 2002 June 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 to the use of the surviving spouse is 3% [72 P.S. 19116 (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. 99116 (a) (1.1) (ii)J. The statute does not exemDt a transfer to a surviving spouse from lax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even jf the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 RS. 99116(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 noted in 72 RS. 99116(1.2) [72 RS. 99116(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. 99116(a)(1.3)1. 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. --.--..--- REV.J50Z EX+ (IZ.851 ~ COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF Hering, Edward T. FILE NUMBER 2l-01-051B {Property jointly-owned with Right of Survivorship must be disc::losed on Schedule F} All real.state should be reported at fair market value which is defined as the price at which property would b. exchanged betw.en a willing buyer and a willing seUer, neither being compelled to buy or seU, both havirtg reasonable knowledge of the relevant fads. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. All that certain tract of land situate in South Middleton Township, Cumberland County, PA, more particularly known as 19 Hendel Loop, Cumberland Crossings, Carlisle, PA 17013. Refundable portion upon reoccupancy. See attached letter. $ 131,900.40 TOTAL (Also enter on line 1. Recapitulation) (If more space is needed, insert additional sheets of same size.) s 131,900.40 REV.1503 EX+ (4-861 ~ SCHEDULE B STOCKS AND BONDS , COMMONWEAI.TH OF PENNSYLVANIA \"'HERITANC! TAX RETURN RESIDENT OECEDENT ESTATE OF FILE NUMBER Hering, Edward T. 21-01-0518 ITEM NUMBER (All proporty jointly-ownod with Right of S..rvivorship "'.... b. di.do..d on Schod..lo F.) DESCRIPTION VALUE AT DATE OF DEATH $ 13,466.25 46,555.39 2,288.00 5,413.00 149,493.60 191,952.00 11,989.90 5,685.00 1,851.50 30,341. 94 11,736.00 1- 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 315 Shares - American Electric & Power @$42.75 1728.1138 Shares - Charter One @ $26.94 160 Shares - Delphia A @14. 30 100 Shares - EDS @$54.13 1944 Shares ;., '.Exxon Mobil @$76. 90 4800 Shares - General Electric @$39.99 230 Shares - General Motors @$52.13 300 Shares - Hughes Electronics Corp. @$18.95 70 Shares - Raytheon A @$26.45 1300 Shares - Salomon Brothers Fund 180 Shares - Texaco @$65.20 100 Shares - Pan AM @$O.OO 0.00 TOTAL (Also enter on line 2, Recapitulation) (If more spoes is needed. ;t1sert t1driiti""I'91 ,,1.....1.. ,..i ~-_.. ..:_- I S 470,772.58 AE\C-1Sl1fX.\t.el\ .*' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMOlfflEAlTH OF P9JNSYlVAAIA INHERITANCe TAX RETlJRH RESI EN!" 0 CEDENT Hering, Edward T. Fl1.E NUMBER 21-01-0518 ESTATE OF Include Il1e pn>:eeds of rrtigalion and 111. dam 111. proceods _ rec:eHod by 111. _18. AU plOporty joinlly-<lwnod _th. right of ,ulYivorsltlp must be ~_ on Schodul. F. ITEM VALUE AT DATE NUMBER aESCRlPTlON OF DEATH 1. Checking Account #0001192523, M & T Bank (see attached letter) $ 13,616.93 2. IRA Account #00109078944, Fleet Boston Financial (see attach.ltr. 8,135.36 Interest accrued to date of death 27.06 3. Account #JF30304-27, Paine Webber, Inc. (see attached letter) 15,260.00 4. 1996 Ford Taurus Stationwagon w/36,450 miles (see attached Itr.) 5,600.00 5. Personal property appriased by Rowe Auctioneers 3,340.00 6. Jewelry and coins appriased by Roberts Jewelry (see attached) 2,976.00 7. Federal Tax Refund 300.00 TOTAL (AlSO enteron lineS, Recapitulation) $ (If more space 15 needed, insert additional sheets of the same Size) .. ;.~ 49.255.35 '~_l""ex. ~2'''' .. COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY.OWNED PROPERTY Hering, Edward T. FILE NUMBER 21-01-0518 ESTATE OF Joint tenant(s): NAME . A. Ruth A: Hering ADDRESS 10217 Gray Eagle Drive Orlando, FL 32812 RELATIONSHIP TO DECEDENT Daughter &. Barbara Hering Lieu 101 Atlanta Avenue Cloudland, GA 30731 Daughter C. Joint'y-owned property: ITEM LmER DATE FOR TOTAL VALUE DECD'S DOLLAR VALUE OF NUMBER JOINT MADE DESCRIPTION OF PROPERTY OF ASSET % INT. DECEDENT'S INTEREST TENANT JOINT l. A Certificate of Deposit #31003910908466 @ M&T Bank 10,348.45 50% 5,174.23 Interest accrued 486,94 50% 243.47 2. B certificate of Deposit #31003910435790 @ M&T Bank 10,846.90 50% 5,423.45 Interest accrued 0.00 50% 0.00 TOTAL (Also enter on line 6, Recapitulationj S 10,841. 15 (If more space is needed insert additional sheets of same size) 1lfV.~511EX.(1.$71_~ ,.~ COMMONWEALTH 0, PENNSYLVANIA INHERJTANCE TAX RETURN RESlD NT DE EDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Hering, Edward T. fiLE NUMBER 21-01-0158 Debts of decedent must be reported on Schedule I. ITEM . NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home, Inc. S 1,952.00 2. Memorial expenses 3/25 500.00 3. Memorial expenses 3/30 200.00 4. St. Patrick's Interment 7/5 75.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (5) Sodal Security Numbens) I EIN Number of Personal RepresentatiVe(s) Street Address City State Zip Year(s) Commission Paid: 2. Attorney Fees Saidis, Shuff, Flower & Lindsay 2.5% 1(;,500.00 3. Family Exemption: (If decedenfs address is not the sarne as claimanfs, attach explanation) Claimant Street Address City Slate Zip Relationship 01 Claimant to Decedent 4. Probate Fees Register of Wills 369.00 Register of Wills - 5 Short Certificates 15.00 Accountanfs Fees . 5. 6. Tax Retum Preparer's Fees 7. Cumberland Law Journal, Advertise Estate Notice 75.00 8. The Sentinel, Advertise Estate Notice 97.07 9. Rowe's Antiques I Appraisal of personal property 85.00 10. Roberts Jewelry, Appraisal 100.00 ll. Filing Inheritance Tax Return 15.00 12. Ruth Ann Hering - Travel Exp. Incidental to Estate Administration 2,150.00 13. Jean Hering Campbell - Travel Exp.Incidental to Estate Admin. 2,700.00 14. Barbara Hering Liew - Travel Exp. Incidental to Estate Admin. 1,200.00 15. Packing supplies and expenses 200.00 16. AT & T Universal Travel 675.00 17. Shelly Moving & Storage - of estate property 2,281.00 TOTAL (Also enter on line 9, Recapitulation) $ OVE R (If more space is neerled, insert additionai sheets of the same size) B. 18. 19. 20. 2l. 22. 23. 24. 25. 26. 27. Sorensen Allied Storage through 09/01 Sorensen Allied Storage through Nov. Sorensen Allied additional storage A T & T Universal Travel - Reimbursement for payment Luncheron after interment of ashes Travel to transport property Moving and cleaning costs Postage Travel costs to deliver property Reimburse Executrix for travel costs and costs to complete work at Cumberland Crossings 275.96 175,60 27.34 384.98 500.00 125.00 175.00 50.00 150.00 $ 1,000.00 TOTAL $ 32,052.95 =::;;:=========== ll.E"'\Sl'lEX...\\.<J31~ . .~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT DECEDENT ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS Plea.e Print or Type FILE NUMBER 21-01-0158 Hering, Edward T. ITEM NUMBER DESCRIPTION AMOUNT 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. John P. Hassler, PC, preparation of 2001 Tax Returns Cumberland Crossings, February Account Carlisle ENT, Account Carlisle Hospital, Account Caremark, Account M & T Bank, Safe deposit box yearly fee Sprint, Account PA Department of Revenue, Quarterly taxes U.s. Treasury, 2000 Taxes U.S. Treasury, Estimated quarterly taxes Cumberland Crossings, March and part of April GPU Utility, Account UGI, Account Carlisle Hospital, Medical account Carlisle ENT, Account RWC Emergency Room, Account Central PA Hemaheal Sprint, Account GPU Utility, Account UGI, Account Sprint, Account GPU Utility, Account UGI, Account Carlisle Hospital, Account Cumberland Crossings, April, May and June Sprint, Account GPU Utility, Account Allstate, Car Insurance Cumberland ENT, Account Sprint, Account UGI, Account GPU Utility, Account UGI, Close Account Cumberland Crossing - July GPU Utility, Account Check printing charge Sprint, Account Bank fee Sprint, final bill Cumberland Crossing, August Bank fee AT&T Charge Card $ 400.00 6B5.00 102.92 208.81 15.00 22.75 43.35 113. 00 1,075.00 1,785.00 661. 00 38.29 163.70 20.18 22.92 3.78 57.14 109.0B 48.71 94.76 50.87 29.87 52.89 101.03 2,058.00 49.44 29.70 195. 80 22.92 43.08 36.22 4.39 11. 06 640.00 17.78 14.90 25.46 1.00 9.54 795.00 1.00 423.54 TOTAL (Also enter on line 10, Recopi~ulo~ion) 10,283.88 $ (If more ~pace is needed, insert additional sheets of same siz.e.) REV-1S:JEX+12-87) .. SCHEDULE J BENEFICIARIES COMMONWEALTH Of P~NNSYlVANIA INHIRITANCl! TAX Il:&TURN RESIOllNT OECEOINT Hering, Edward T. FILE NUMBER 21-01-0518 ESTATE OF ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. Taxable Bequests: 1. Benjamin Frazer Bryan 200 Winston Drive, Apt. 2806 Cliffs ide Park, NJ 07010 Grandson $ 10,000.00 2. Barbara Hering Lie~ 101 Atlanta Avenue Cloudland, GA 30731 Daughter 1/3 res. est. 3. Jean Marie Hering Campbell R. R. #1, Box 6300 Greentown, PA 18426 Daughter 1/3 res. est. 4. Ruth Ann Hering 10217 Gray Eagle Drive Orlando, FL 32812 Daughter 1/3 res. est. ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental Bequests: 1. TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (AI,o enter on line 13, Recapltulotlanl S (If more space is ne.ded, insert additional sheets of same size) ,c:\wp51\wills\beringed.wil 1Unst 1lIlIill nub QItstntttttU OF EDWARD T. HERING I, EDWARD T. HERING, of 19 Hendel Loop, Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all former Wills, Codicils, or writings in the nature thereof, by me at any time heretofore made. FIRST: I hereby order and direct my Executrix, hereinafter named, to pay all my just debts, funeral expenses, testamentary expenses and all Inheritance, Estate, Transfer and Succession Taxes, as soon as may be conveniently done after my death, out of my residuary estate. SECOND: I hereby give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever kind and wheresoever situate, to my wife, MARTHA F. HERING, provided she survives me by thirty days. THIRD: In the event that my said wife fails to survive me by thirty days, I hereby give and bequeath the sum of Ten Thousand ($10,000.00) Dollars, to my grandson, BENJAMIN FRAZER BRYAN. ,c:\wpSl\wills\bc:ringed.wiJ FOURTH: In the event that my wife fails to survive me, I hereby give, devise and bequeath all the rest, residue and remainder of my estate, to my daughters, BARBARA HERING LIEU, of HC 65, Box 1505, Cloud land, Georgia 30731; JEAN MARIE HERING CAMPBELL, 35 Bailey Road, Montgomery, New York 12549; and RUTH ANN HERING, of 10217 Gray Eagle Drive, Orlando, Florida 32821, in equal shares, per stirpes. LASTLY: I nominate, constitute and appoint my wife, MARTHA F. HERING, to be the Executrix of this my Last Will and Testament. In the event that my said wife shall be unable to serve as Executrix for any reason, I appoint, my daughter, BARBARA HERING LIEU, as Executrix. In the event that my said daughter shall be unable to serve as Executrix for any reason, I appoint, my daughter, JEAN MARIE HERING CAMPBELL, as Executrix. No Executrix shall be required to file bond in this or any other jurisdiction. t CJ; {h. IN WITNESS WHEREOF, I day of ~(f have hereunto set my hand and seal this , 1996. " . A-14p"'~/.'dl4-i,? Edward T. Hering ; SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: ~i;\~ I) 0L~ I ., """'...::; \J' , , ,'I o--,~ / ':.-JCY. U.i"C" \'.) . uf71J ( ~ 2 ,c:\wp51 \wilb\heringed.wil COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, EDWARD T. HERING, Testator, 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; that 1 signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledfjed before me, by EDWARD T. HERING, the Testator, this -.J lD-tA day of ~~1 t ' 1996. \. .~~~'#R~ Edward T. Hering, Testat ~,'vri~Jd- Notary PJi;iic NOTARIAL SEAl MERLENE MARHEVKJ, NoI01Y PI1ll. Callisll. CU_ Coumy, Pa My Commioslon Expm 6N!l8 , .' .c:\wp51 \wills\heringed.wil COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND We, .T~mp~ n Fl nWPT and .T~mp~ n Pl nwp1'" r .Tr.. 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 Testator sign and execute the instrument as his Last Will; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge the Testator was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by James D. Flower J_, D. "'=.r, Jr. Ih;, I (gU. d,y 01 ~'(f .1996. and / , ~.-. '-- Witness \j , I Wne L~,,-~,JJ, Notary blic -' NOTARIAL SEAL MERtENE MARHEV1<A, NclIaIy PtbIic CaIl'slo,ClJmboriao:1'"'-' ~ My Commission e.;;;~~ 4 'i. REFUND CALCULATION FOR PREPARED 9/03/96 MOVE IN (COTTAGE #19) 03/13/94 ENTRANCE FEE ADDITIONS/MODI FICA TIONS TOTAL ENTRANCE FEES 145,480.00 1,076.00 146,556.00 MONTHS IN COTTAGE MOVE OUT DATE REFUND OPTION CONTRACT AMORT. PER MONTH MAX. MON. AMORT PER CONTRACT 30 90.00% 1.00% 10 AMORTIZED PORTION 14,6~ REFUNDABLE PORTION UPON REOCCUPANc;):::::~~1~~~~= ~--j) C~~ mM&rBank July 27, 2001 RE: Estate Search The Estate of: Date of Death (D.O.D.) Edward T. Hering 3/24/2001 To Whom It May Concern: Identified below is the account infonnation requested. I. M&T Bank accounts in which the decedent's name appears: Account Type Account Number Account Title Opening Branch D.O.D. Accrued Interest Balances (Includes Accr. Int.) $10,835.39 $486.94 CD 31003910908466 Edward T. Hering 4334 Ruth A. Hering CD 31003910435790 Edward T. Hering 4334 Barbera H. Lieu Checkings 1192523 Edward T. Hering 4334 $10,846.90 $296.48 $13,616.93 $.00 2. Loans, Mortgages, or other obligations titled in the decedent's name Account Number Amount Owed Account Description A Safe Deposit Box titled in the Decedent's name existed at our Stonehedge office. The Safe Deposit Box Number is 0000271 If you have any questions about the infonnation provided, please contact our Records Department at (716) 635-40 I 0 or 1-800-724- 2440 outside of the Buffalo, NY calling area. Thank you. Sincerely, M&T BANK CORPORATION BY: ~J. ~AAAA tJ - Authorized Signature 9::t-4~ ,.,A DATE: /1;:),//01 I I Manutacturers and Traders Trust Company' 1100 Wehrle Drive, P.O. Box 701, Buffalo, NY 14240.0701 I-/-e rl "'Y Cl Fleet Fleet CD/Retirement Department CTEH40607P PO BOX 50BO Hartford CT 06102-50BO July 25, 2001 SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 26 WEST HIGH STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE (717)243-6222 FACSIMILE (717) 243-64B6 Reference # lB64-24JULOl Dear James D Flower, We have researched your request dated July 16, 2001 regarding Fleet Individual Retirement Account number 8046380973. We hope the following is helpful in resolving this matter. The balance of che above account on March 24, 2001 was $8,135.36 with accrued interest of $27.06. To close the above account please send written instructions to the address listed above, to the attention of Elizabeth Papageorgio. If you have further questions, please call CD/Retirement Customer Service at 1-860-756-5500. For your convenience, CD/Retirement Customer Service is available Monday through Friday, from B:30 a.m. to 5:00 p.m. EST. ~\:~\~ J~~~ A~~sta t Vice President CD Retir ment Department \. Enclosure: Yes No x GB2B99 ISTMTS,l ~.:o' January 2001 - March 2001 Value on December 29 Value on March 30 PAINEWEBBER INC. 1000 HARBOR BOULEVARD WEE HAWKEN, NJ 07087-6790 NZEl016363-X126 -0301 - JF. 0 Page 1 of 2 $ 14,740.24 $ 15,260.20 Earnings summary ':arnings below are classified as talCable or non-talCable based on the lax sl.dus for the specific security on which the earnings are 'eceived and does not attempt to reflect your account's tax sta'us or reporting requirements. Use only officidl talC reporting :locuments (e.g. 1099) for tax reporting purposes The classification of priv4te investment disthbulions can only be determined by referring to the official year-end talC reporting document provided by the issuer. Current period Year-to-date Taxable Dividends Total taxable securii.~ edrning,s Total current year security earnings Net security earninqs $ S $ $ 216.12 216.12 216.12 216.12 Asset summary Refer to the disclosure on the baCK of the first page for information on assets elCcluded from this summary % o( portfolio Mutual funds Value on March 30 ~ 100.00 Asset portfolio Prices, income and current value may be approximate. ReIer to the disclosure on the back of the first page Quanfirylface value Description 1,454.738 FLAG INVESTORS SHORT INTERMEDIATE INCOME FUND CLASS A Total $ . $ $ 216.12 216.12 216.12 216.12 PaineWebber. Investment Account Account Number JF 30304 27 NZEL016363.X126 Value $ 15,260.20 15,260.20 ~ Your Financial Advisor MAZZIE,A. VINCENT 845-897-8100/800-863-4783 Contract premium EDWARD T HERING CUMBERLAND CRDSSINGS 19 HENDEl l DOP CARLISLE PA 17013-7608 1..,111."111..,.,,11,.11,1,,.1,11,,11,..1,,1..,,111.1,,1..,11. Bulletin Board YOU HAVE UNTIL APRIL 16, 2001 TO MAKE YOUR IRA CONTRIBUTION FOR 2000. CONSIDER MAKING YOUR 2001 CONTRIBUTION TODAY, AND TAKE ADVANTAGE OF COMPOUNDING AND TAX-DEFERRAL. VISIT OUR WEB SITE AT WWW.UBSPAINEWEBBER.COM. Investment objectives Tile following return objective and risA profile describe overall [}oaJs lor this accounf. For each account held, you choose one return objectiVe and primary and, il applicable, seconctary risle. profile. A full description of the alternatives is included on the back of the first page. If you have questions regarding these objectives or wish 10 change them, please contad your Financial Advisor or Branch Manager at your branch office to update your account objectives. Return objective: Current income Risk profile: Primary: Conservative Secondary: None Selected Price Current value Est. income 10.490 15,260.20 872 $ 15,260.20 $ 872 March 011 JF 30304 27 Graham Motor Company, Inc. ( , PONTIAC. I Q;a.d* I @ BUICK (s) ~ mmI TRUCKS To Wban it May Concern: The value of one 1996 Ford Taurus SW VINlI 1FALPS7U3l'A163194, with 36,450 miles is $5600.00. dll6/ Andrew J Conley Graham Motor Co Inc 1402 HoUy Pike, Carlisle, Pennsylvania 17013' Telephone 717-243-3066' FAX 717-249-7998- B~J ROWE:~~~~t 08 . AU 2276L R. D. 4, Box 353 · Carlisle, P A 249-2677 249-1978 Auction Is Action Call "ROWE"Por Satisfaction June 6, 2001 TO: James Flower Attorney 26 West High street Carlisle, PA 17013 FOR: Barbara Hering Executor FROM: Benny E. Rowe Auctioneer/Appraiser 2505 Ritner Highway Carlisle, PA 17013 REF: Edward T. Hering Estate, 19 Hendle Loop, Carlisle, PA Personal property appraisal at current Auction Market values. . . . PAGE 2 LIVING ROOM/DINING ROOM Dining Room Set-9 Piece Mahogany End tables Glass/China (Breakfront) Chair (barrelback) Table (Tri-leg) Rocking Chair (Hitchock) plank Sofa- 3 Cushion Picture (Lorraine Ryan Print) 2 Chairs (hitchcock) Rush seat Arm Chair (hitchcock) Student Lamp (double) Marble Top Table (Brown) Victorian BEDROOM 3 Pcs Bedroom Set (Maple) 2 1 Dwr Night stands 2ND ROOM Glass Book shelves (Double Mahogany Stack) 3RD ROOM Mahogany Duncan Phyfe Blue Platform Swivel Mahogany Piano (Console) Music Cabinet TOTAL $ 975.00 110.00 275.00 35.00 60.00 115.00 110.00 45.00 80.00 45.00 95.00 225.00 285.00 60.00 215.00 115.00 45.00 375.00 75.00 $3340.00 ~~ Benny E. Rowe . . . .,. ~$~ A Pennsylvania Registered Estate Jewelry and Diamond Buyer June 29th, 2001 247 Wyoming Avenue' Scranton. PA 18503 (717) 347.2290 1-800-281-5511 (717) 342-8712 Dlamonds Unique High Fashion Jewelry Estate and Antique Jewelry Gemologicallnstitule of America CenitIcaI. Graded Diamonds, Emeralds. Rubles. Sapphires . AppraJ.... Fme Walchos Sterling Silver Precious MetaI8 Numismatic Rarities Gold and SINer Coino "Elegant Jewelry at Wholesale Prices' Est. 1964 Regarding the Estate of Edward T. Hering The following coins and jewelry were examined by me today and have a surrender value of 2,976.00 l. 30.00 Canadian Silver Coins 60.00 2. 36.05 U.S. Silver Coins 90.00 3. Two U.S. 2.00 Large Notes 20.00 4. One 14K Long Gold Chain with 21.2dwt 106.00 5. One 10K Herringbone Chain with 12.4dwt 50.00 6 . Four U.S. 2.50 Gold Indian Head Coins 400.00 7 . One 5.00 U.S. Gold Indian Head Coin 125.00 8. Two U.S. 5.00 Liberty Head Gold Coins 180.00 9. One U.S. 10.00 Gold Indian Head Coin 200.00 10. One 14K Gold Bracelet with 5.6dwt 35.00 11. One 14K Gold CZ Bracelet with 5.9dwt 40.00 12. One 14K Gold Mens Band with 4.2dwt 25.00 13. One 18K Gold Ladies Band with 1.9dwt 15.00 14. Five 10K Gold Rings that are Topaz and Blue with 15.7dwt 75.00 15. Four 14K Gold Rings that are Jade and Amythest with 12.2dwt 75.00 16. One 14K Gold CZ Ring with 2.3dwt 15.00 17. One 14K Gold Open Face Antique Pock:et Watch 40.00 18. One 14K Gold Closed Face Antique Pock:et Watch with diamonds and a 14K Gold Rope Chain 275.00 19. One 1.00ct Diamond Three Row Band 150.00 20. One 2.50ct Platinum and Diamond Antique Ring 'f;1Jjv- 1,000.00 /b -023~ - CJ '" BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z8D60l HARRISBURG, PA 171Z8-D6Dl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX JAMES D FLOWER JR SAIDIS ETAL 26 W HIGH ST CARLISLE 'O,,~ 19 :l1 U DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 08-19-2002 HERING 03-24-2001 21 01-0520 CUMBERLAND 101 '* REV-1547 EX AFP 101-02) EDWARD T Allount Rellitted PA 1:1013 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=is47-E"x-AFP--fol-:021--Ncffici--oF-'fNHiifiTAifci-T,u-i\ppi1risEirENY-;-Aii-oWANCi-oii----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HERING EDWARD T FILE NO. 21 01-0520 ACN 101 DATE 08-19-2002 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) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) ~. Hortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (I) (2) (3) (~) (5) (6) (7) 131.900.40 470.772.58 .00 .00 49.255.35 10.841.15 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgag. Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) l~. Net Value of Estate Subject to Tax (9) (10) 32,052.95 10.283.88 (II) (12) (13) (I~) NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total of ALL ASSESSMENT OF TAX: IS. Allount of Line l~ at Spousal rate (IS) 16. Amount of Line l~ taxable at Lineal/Class A rate (16) 17. Allount of Line 1~ at Sibling rate (17) 18. Amount of Line 1~ 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 paYllent. 662,769.48 42.336 83 620,432.65 .00 620,432.65 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 X 00 = 620,432.65 X 045 = .00 X 12 = .00 X 15 = (19)= .00 27,919.47 .00 .00 27,919.47 "' In....'". .n........... . (+J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 06-20-2001 AA496767 894.74 17,000.00 12-26-2001 CDOO0699 4.95- 11,476.72 TOTAL TAX CREDIT 29,366.51 BALANCE OF TAX DUE 1,447.04CR INTEREST AND PEN. .00 TOTAL DUE 1,447.04CR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS,) -II / G ~ ". STATUS REPORT UNDER RULE 6.12 Name ofDecedent: p,e~ -r t~ Date of Death: 3- ~tf -0 t Will No.: Admin. No.: ~ /-/)1) ~-oLh Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes 0 No ~ 2. If the answer is No, state when the personal jepres:z.=reasonably believes that the administration will be complete: t.D ~ 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 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ~ '#03 ,~ D ~()' ~~~ 0 Ftow~ J..r Name di 1/. ~/L8J-~ Address V 1,IJ -~y 3 -( ~:w- Telephone No. Capacity: 0 Personal Representative o Counsel for personal representative cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (71 7) 240 - 6345 Date: 2/07/2003 LIEU BARBARA HERING 101 ATLANTA AVENUE CLOUDLAND, GA 30731 RE: Estate of HERING EDWARD T File Number: 2001-00520 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing will become delinquent on: 3/24/2003 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, DONNA M. OTTO DEPUTY REGISTER OF WILLS cc: ) File Counsel Judge (jV dtL-- STATUS REPORT UNDER RULE 6.12 Name of Decedent: Edward T. Hering Date of Death: 03/24/01 Will No. Admin. No. 21-01-0520 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes XX No 2. If the answer is No, state when the personal representative reasonably believes that the administration will e 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 XX . b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes xx No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. ..._~tG ~:1 ~J mes D. Flower, Jr., Name (Please type or 26 West High Street Carlisle, PA 17013 Address ~ Date: 06/04/03 "':':.'8QUlll:) 9(: l t'o ~- Nnr f:O. 243-6222 No. 0;- :;';-;88 ,::' ;-[(}j98 Capacity: Personal Representative xx Counsel for personal representative (MAH:rmf/AM3)