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HomeMy WebLinkAbout01-0531 REV-1500E,.X(6-t'11 w ,., ~~cn U"''' W"U ",00 U"''''' ..Ill .. .. c.--< REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT 280601 HARRISBURG, PA 17128-0601 / ~~~ ~ rf- ?_~___~~~_ FILE NUMBER 2.~-.Q~ ~S 3-L_ COUNTY CODE YEAR NUMBER I- Z w Q w o W Q DECEDENn NAME (LAST, FIRST, AND MIDDLE INITIAL) tte-V-S e W \ \ \ DATE OF DEATH (MM<DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) S- - 25- LoO I 1- 31- I q sS- (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER SOCIAL SECURITY NUMBER 2-l0 - 'P (gCf 6 Z 1, Original Return D 4. limited Estate o 6. Decedent Died Testate (Attacl1 copy of Will) o 9, litigation Proceeds Received o 2. Supplemental Return o 4a, Future Interest Compromise (date ofdealh afler 12-12-S2) o 7. Decedent Maintained a Living Trust (Attach copy of Tll,lsl) o 10. Spousal Poverty Credit (date ofdealh belwee~ 12-31-91 and 1-1-95) o 3. Remainder Return (date of death prior to 12-13--82) o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to lax under Sec. 9113(A) (Atlacl1SchO) ,., Z W o Z o .. '" W '" '" o U FlRM NAME (If AppilcaWej if'-/- SO~ fuV\Dvex- sty-cd- CO\r-l\S\~) fA l7013 4 Cfs-o. ~~ tT" fPO <')0 . () () 2..E^<f3.71 &5''5"' 1. Real Estate (Schedule A) 2. Slacks and Bonds (Schedule B) 1 Closely Held Corporation, Partnership Of Sole-Proprietorship (1) (2) (3) (4) (5) Cl OFF!P.JI USE ONLY N rp., .,., rr1 CD I z o ~ ::l I- Q: <( o w ~ 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Properly (Schadu", E) 6. Jointly Owned Properly (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non.Probale Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) (8) 5"'1 9B. 38" ~4g0..51 / 2,1 t 8 .8 tj --1' t 73. II? } -0.. () (j :J (6) , 0(:) 1~~ 0-. (7) ,00 -r-7 7 -3.7/ (9) (10) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liablllties, & Liens {Schedu~ \) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) (11) (12) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) -'I, & 7S, 18' . (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I-' ::l D.. == o o g i5. Amount of Une 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x.O_ (15) x.O_ (16) x .12 (17) xy (18) (19) O. 00 16. Amount of Line 14 taxable at lineal rate 17. Amounl of Line 14 taxable at sibling rate 18. Amounl of Line 14 taxable at collateral rate 19. Tax Due 200 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS CITY STATE 'fA ~ tc.s;: Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Poor Payments C. Discount ZIP 17013 () Total Credits ( A + B + C ) (2) o 3. InteresVPenally if applicable D. Interest E. Penally TotallnteresVPenally ( 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 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) (5B) B. Enter the total of Line S + SA. This is the BALANCE DUE. () o d () o Make Check Payable to: REGISTER OF WILLS, AGENT lilrl1lll1lm_~ur~~~ 1\11 ~ Illllllr Y T'." " PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: a. retain the use or income oftha property transferred;.... b. retain the right to designate who shall use the property transferred or its income; . c. retain a reversionary interest; or..... .............. .. d. receive the promise for life of either payments, benefits or care? ....... .. 2. 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" or payable upon death bank account or security at his or her death?.. 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? . ................. Yes o ...0 ....0 ....0 o ......0 ........0 No ["'( c:Y ~ W G--""" cW IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. ~ /711/3 DATE -3D-02. DATE / - 02- ADDRE if'!- S. I-ta f'ldVe-r Street- I ~I"Jt~1 fA- J7 0 13 ~\\1lIll__.~I_~\\\1lIlt.\l1',\\Ijl_.\\1lIl!l!ll1_~,~lliIlllIIJl[JI_llll 11" Jill "II Hrnllll!1lli Iflllll_ 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 P.S. ~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)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if 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 P.S. ~9116(a)(1.2)]. The tax rate imposed on the net vaiue of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9116(a)(1)J. 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 sjbllng 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.1502~+(1-97) SCHEDULE A REAL ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENl ESTATE OF IL L_ m:.~S:~ y \ Wi "'A.~ l All real property owned solely or as a tenant in common must be reported at fair market value. Fair market lJalue is defined as the price at which property would be exchanged between a wimng buyer and a willing seller, neither being compelled 10 buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorshin must be disclosed on Schedule F. ITEM NUMBER 1. FILE NUMBER ::LI - () I - 0 S3 , DESCRIPTION Decedent's only "real estate" when he died was a mobile home located on a rented lot located at VALUE AT DATE OF DEATH ,950 62 Spring Garden Estates Carlisle, PA 17013 It is a 1973 Squire Model, Title No. 25619580106, VIN 2683AB. Its dimensions are 12X 65. See attached Certificate of Title and Transfer docUlllent dated 7/10/01. The condition is noted as fair. The assessed valuelFMV of the trailer for real estate tax purposes was $4,950.00 according to the recent Cumberland County reassessment. Parcel No. 40-09-0531-009D The trailer is set up on a rented lot; local mobile home dealers in Carlisle have verbally stated that the home's Blue Book value is not more than $3000 - $4000 because of the age of the trailer (almost 30 years). None, however, would provide a written appraisal. I TOTAL (Also enter on line 1, Recapitulation) I $ Lf f~(J (If more space is needed, insert additional sheets of the same size) R""'~"".""'. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DE EDENT ESTATE OF WI \hcA\fY\ \>. SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY \kN~nu.y FILE NUMBER Include the proceeds of litigation and the date the proceeds were recei~ed by 1he estate. An property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE A T DATE NUMBER DESCRIPTION OF DEATH 1. L. .3 4. ~ I"" "",el~ee... txl..1'\ "-. tM~\I'\~ o..CCoU"\~ % 0 32.08313\ 7 30 .53 PCA."lcMeck (\t\s;t-) ~~l ~A~;- '113. ,'8' Mo-\-or vc\\\~t~ _-ucd ~\o~ [&It/( I 600. 07) ll\t\ t\e- A .'1..&-. :) 0 \ d. mlOL-O) h ~e<...J i( \ ~~tovJ V] ,rKJ ~ u so:A.es (5)>J ~) Pev-S.OY\Q \ ~ 'IOtle.~ (&e.- o.\-\-o-cl\cd. '+00 . 00 C.Rl"rc.S~~ --J~~ ~~ avrl . [)~ \ So ("'c \::A 11" e.s.. . \'YI \ S W", e)I ~\Ci'\ VI) '\-k. \a..cX. (:l~. r~ \(\ ~\S es~. TOTAl(Alsoenteronline5,Recapitulation) $ 211'13. 7/ (If more space Is needed, insert addijional sheets of the same size) REV-151i EX+ (12'99) , '*.. .'.,;',0 \ffl )."(\ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ITEM NUMBER DESCRIPTION A, FUNERAL EXPENSES: AMOUNT 1. G~\~ 'Oro-\1\~'" f\){\",,^' ~c::.- S.2.1 S. 00 &l"'~Ve S\tt- - fdvJl t\ \::: . \4-eKSY\e.<.&) S,-. LaO. crD B. ADMINISTRATIVE COSTS 1. Personal Representative's Commissions Name of Personal Representative(s) B~ev"Clc.\ A. ' ~o\~dorf Social Security Number(s)fEIN Number 01 Personal Representative(s) Street Address ~ 2. .spl""" l r"Ij btnk-r'\ <:; S~ City Co.. (" \, s \e... State P fit Zip 17013 Year(s) Commission Paid: 0. oC> 2. Attorney Fees Kcd-h ke.X\ \( S'v\o..U- h-s ) "E9'1 ' 25'0 rOO Lt'-f S;;. ~o..Y10~ S;-t Jb"rl, \ S\e ) ~ A \70(3 3. Family Exemption: (If decedent's address is not the same as claimant's, atlach explanation) Claimant S\reet Address City State _ Zip Relationship of Claimant to Decedent 4. Probate Fees Tc...P~ I'e~~ern) Sh~~~J;') S::r,O{J 5. Accountant's Fees ~o:~'hk~ K 8\1avllS 1 Esq. tQ5'. 00 6. Tax Return Preparer's Fees 7. L.e3o, \ A,ch/e..r-n$\~ . Co.... \ \ S\e.. 'Scn-T1 Y(e I 77. ~3 01\'\'\ b€lr \(V,e\. Cv. LL^-uJ 3"0 <.J Y"' v-.cJ 7'5'. 00 <;5. Mob, 'e. ~e.. \'rCAV\<;~ re~s;; '-Ig. 7S So'\~be~ ~e5S~e.r ~l..c..G TOTAL (Also enler on line 9. Recapitulation) $ SQ8fL3g I1Grs~ ) WI \ \ I o,vY\ ~ Debts of decedent must be reported on Schedule I FILE NUMBER 2..1 - 01-053\ ESTATE OF (If more space IS needed, Insert addItional sheets 01 the same sIze) REV.1512 EX. (l-SIJ ESTATE OF '* SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ) Wt\ \ 10. W\ ~. COMMONWEALTH OF PENNSYlVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT \-\-~~\1e '-t- FILE NUMBER 2.-1 - 0 \ - OS 3 I Include unreimbursed medical expenses. ITEM NUMBER 1. 2-. 3 DESCRIPTION 5'\, n Y\0I Go. r (\eX\ E: So -\cr..-\e.S. e-j 0 r'Y-o~e-I-h.t- \}J\oI.V\CI...~l ~ '?O ~O)<. (P2Z- LeMay \Ie) PA \7D4-3 ll-D+ ReY\~) VA P l +-0. \T~x CJlJ 1\ t' c;::ho-n ~ 2..000 Ecn-V\.ee- m(.(){Y\e. K)C.. \)e_-~Kj-o'\.~ SY\\r\~O; \ 0JC'YY)~(A? 5 S-o t:, ~\~ -:;,t-fee 'York \ vA \7 Lf oS G.Jm \:)e;r- \tX Y\ c:\.. ~~T~ CJo.. \ ..:- B\.)Y-~~ \ Cou'l"t-houSe- ~uan:::. CRr\\s \e. ) P^ l 70 ] '3 Iv\*A'"'V\OI.\ ReN'eru..AL ?'erv~ DeM~~ AMOUNT 320.00 I.LO. 4-- L 25"(0 {oq Li~- 90 [ ~, S; 357, s-o 't. s. TOTAL (Also enler on line 10, Recapitulation) $ ~ -1 gD. 5/ REV-1513 EX+ (9-00) . '. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF I , . [1~Y"\ec.r ) \Ah\\\C'\vy\ ? FILE NUMBER 2/-01-053/ RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not ListTrustee(s) OF ESTATE I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and trans1ers under 1000/0 Sec. 9116 (a) (1.2)J F nc.nd 1. B""e,,~ 1\ . 150\ \elf'CQ r\2- ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, 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 Il- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is neeckld, insert additional sheets of the same size) ~,m - --~:~~~.:u!fk~WJIf!!B"..NF,d.1i\': _:: DEPARTMENT OF TRANSPORTATION ,',_, CERTIFICATE OF TITLE FOR A VEHICLE .' d- \ './ . -'\? D~r) """,~ ISQU~ivm:~~~~,",~~b"HE~ 'iHf~~~~i;'<~F--;:E:'.'~~':!:,~~~~, -t'-'~~~~l~~r-~~~~~!~:J:- ~ ~=~=""!:I:';~wb.71![~"S ~ 0Al'E PA TITlED DA.TEOFISSUE =r UNl.AOEN~1 )- . ~.~. "-,.----.,.,....."""- 12.488 \ ~72b00043002072-001 abll~)f1l -~- .-- VEHIClE ID€NTlFJCATION HOUSER ~ , OOO~ETER DISCLOSURE EXEMPT 8Y ~_ 1 WIL~IAM P HERSHEY b2 SPRING GARDEN ESTATE CARiIS~E PA 17013 ." j .1 \ FllWTUENFAVOROF: .j ... INMC MORTGAGE HOLDINGS ~ INC' I I ... RASTUElI........ - ~ 031007 IN"C MORTGAGE HOLDINGS INC 15050 AVE OF SCIENCE SANDIEGO CA ~2128 1t>>rtilyllaollhed8teolluoa.llwofflclalreeordl;oIl11eP....,......~ ~ TI~ relled:1fWllhe per.onll) OfC(llllplll1'fnBlNdhtrwin_!hlIlllWlulCIM* otlheuldvehlcle. i I I i , I I I I I I " o 0: N', to: (0' -.J W CO C.!J <J1GN.4fURl! OF CO.',,"PUC.l'fr,1"m.E OF ilU:l1ORIZEO SIGNER .w _ ~~ ~!~"REiN.'~-S~fE PLASE:I~L9S~Tf.PPLY-~~R At;ui'iis:.uf: .1'1_"''1 AL!~R~A'il.ON Of? EAA..,~y~~~ V9IDSTHIS!r1U -'~ ~"t'C , ~ - OCWR \QOt'ItEtalIlJ'TA'TUS O*1lCf\IAl1ill.l!AGE t.~~THlIMEeHANIcAL j " -. t . FEDeRAL ~ ,- "" ~_Mln''ME.JCIUlIL. - ". SlBIPT"",* """'''''''' 'LAW ",.. .................. ~ c..~\I&<<Ui O.~YrHCl..l - F.OUTOI'~ ::==......~- L..I.DdGlMBVEtClJ': P"~YA ..""""""", S .. snl&;f ADO T..Al!QOVIAIDntE!'T Y..lI9IICI..f:eoHTAlMSPiI!'lSSVl:OVIN W..fUlCOYEl<<U! t' :C..RJllMEIILY"T~~ SECCINDU9IFAIIOAOf: . ~ ". Ml:llInd.......... ..1If;Md.......... cf.,.*-......~ ~,;;~-=."'~ ~ ...~~ "*"~~~? J .... . <. ~ SECCH)tlENAEI.E.tSED . ~ BY AlJttiOl:UZED REPAES&NTATIVE 8RADLEY L "AlLORY 'MlefI~1llt........._,llIlW__.,..........dWIlI_o;lt ~~llnDblDc*III~.....be__.."T_lnc-i'. A 0 JeIInIT.........RIgtIQlSuM\ooNhpCCllt....ot__._oo- br. --.g-.rl. BOT.... In eon- ton dMlh or _ _, ..... of........ o-lO'"OI"."....Of...... UEN DATE; FIRST ...... STREET C>TV STATE Ul!N OATE: SecoND lI.ENHOl...OeR: ...... z. STREET C>TY STATE "p ! WAR N I NG - ~oe8.~~l~~ 5~A~~~~~~~~lr~e "m.jl~~T~ ~~u,{IfTt1~~ I~ ~~~6~9,~t~bW~~fl'AANsfER OF OWNERSHIP. FAILURE A. ASSIGNMENT OF TITLE- ====~~'a=~:/=: lAST ~ T ..1.1. SldKlrtODll"'''llI'llollh,slotfftmuslll<l<:ompleud. ~.J':th8 ylour knovtll!Og6 tMtlM 0l;\0mI!1er f&fK\lng IS ~,_ _' -TX rMesandrellect$theaCl\Jalmlteageolth9vetliCle. unlllS!oneollhelotlo....iflqOO>'.es\&~ke& RefMclllh.ilmounlc./~ 0 IINOTIhe~~ . ;n.-..oIiU1~~11IlIt$ WAANING;~~ !.We Mercertilyltlln1he'lehid8ll1freeolart'f~IIDBIIla1~.henIbJ "-' ro ItIe pw.on('l or an. ...... Jisled. '" ~ ~ '" '" ,- ~ ~ ~ ~ t! ~ ~ i! iii en iii ;:: ~ -< 1lI ~ ~ ~ '" Gi " ~ -< " i! '" "tI ::n rn '" Ii '" o ." ,. " o ." Jl () '" ::n '" ~ 1;\ ::n gj C ,. '" ~ ~ ::n ~ i! '" fl'UFlCtl.>.SEP,OP.fl.; \. IlU5INE SNAME CO'PU~l1ASER ""m ADOi'll: ~ '"" ...J ili ., ~ . .. . ,k)lI'lebllCotmyioul'k1lowledll8tna1tn.odom8Illf"l9l!Il;iinglS . X milHandreflKtlllhtladUal~OIItlll~ urtIIUGnlloftNloIIoWlngblJXel.ilchecked: ; O Rel**'ItIeamountd-llliIlMge 0 ItlNOTIhoIIICIU8lm-. ~ irI_oIb~"" WARNING;OdI:IInItIIr~ l/Wa~oeltilyltlato.whidIoislrMoIVIY~_!hI.lownetS/IiDilllINtby ~IOIhoIPMOR(.'CM''''''''''~, """"""''''- IlU8lNESSNAME """""".... ..."" AODAESS '"" SUBSCRIBED AND SWORN TO BEFORE ME; "'" YEAR "'" '" -""'" OR.' ..,,,,,,..,, "'" .. ~ """ ...J ili ., ( ~~ DO NOT NOTARIZEJNLESS S1GNE9 IN PRESENCE OF A NOTARY AND I P~~~g~~~{~~~~~iA~~~E~ t' _rutealHl.l.b ~SI!I'In:Fl , . . .. . ,1o_tlelCoI':.lu1QiIMeOgelNtlhe~,..gjng. i --==- - X miles anIIl8IKts lh8 8dUalmIeege oI"~, un/8IIoneof"'~bOIleI.c:twckecl: O RllIec:tslt,.oall'llMlnlolmilMgll 0 rsNOTtlwaetualn'll_. in___oI'b~1invl$ W~~~ vw.lul'lherc.ltlfylhllllhllwllicleiS""QlWIY~analhal--~"hetWOy ~lOthf~IOfltw....,liMC. P\J1IaIAUROFlFUU 8USl~SS"""'1! ~"'SER ~~s e"" SUBSCRIBED AND SWORN TO BEFORE ME: "" "'" 'EA" sun .. Pt-"CI-lA$EPAICE ~OIN .... "'~ ~'" PlJIIICIlASEAS/GNA,YUI.lt ~ W ., . , DO NOT NOTARIZE '~NLESS SIONE:l , IN PRESENCE OF A NOTARY AND; PURCHASEP'S NAME IS LISTED , AND SELLER IS A DEALER .~ \ i ~~HEAE WI'I.IIICHASUlSlllNATUM: Sf ANOIOA CO-PtJRCtiASEI'lIMJST ~ HEAE ...."""'" \1 plJn;h<lser 1'1 NO! a rcql~lcred dealer Section 0 Orllhe hont of tillS torm must Pf'com leWd .=-:-_~~--:!~?X miIeIandre"'lheadualmllNgeofttMi~, I't/ACf'ASER01'FUU. unIeu orw of IhtlIOllclwmg bo1ra. ctledl.ed: 8UStt4UfW"t,E 0 AeIIIda...._ot.......... 0 r. NOT 1/18 ac:lUaI rrweq CO-PURIOIASER lr\_gl_~liorNt W"'ANING;OI:Iorne*~ ""''' l/Welul'ltw~ItIal""...noc.......o/any.~_tN.l.~i$1""*f 1oQOIlESS ~lll_~C.IOl"'dQllW_ '''' SUBSCRIBED AND SWORN -""" TO BEFORE ME: STATE .. OROlM "", "'" YEA" ~ _"TIJIlI'Ol' Pl!A!IONAO"""I8TEAlNO o..T>I ~Sf.A'i5lGMIo"_>M , ,..,... ~;C- >iC'~ - - '. '. . . ,-:.) ~\i"5E1'lSKVUo''''E - '- - ~ -.... - PURCHASER AND/OR ...J " J~'=~-':: ,~ , r\'" - .. CO.PURCHASER MUST ~ <( HANOPRINTNAME H <RIO , W '~I ,.'"',....' ~ .:J ,- lS. -,... " ~ Ul - > - .. -- - .. '. '1G},,,r'mEr;F -<f"l,~;< SELLe'" !lUS't HANDP""NTNAME HERE C. 0 CHECK HERE IF APPLICATION FOR OEALER TITLE ANO COMPLETE SECTION D. mLING FEES S I I . :. ... .. 8Q1rtity,lOlhebeslot'"'f/OlJtIll'1OWlfOQett\atU\eotiol'l\eWf\'UlWlljJlS '''V. I j U;:) 4 j ~ It PA TfTLE NUMBER (AS SHOWN ON ATTACHED TTTLE) -, - ~ c. i . ; ~ A- o ~= ~<- ~~ i . . . . B- << j = . . . . D. ~ ~ << ~ i , ~ ~ ~ E. ~O ~i F. CX>f'URCHASeR STREET "~:,~. CITY ZP COllE . . . . .. '" . Send""" ..-.. . -- . . 51lOE . MAKE OF VEHIClE vetClE IDENI1FIC.<I1ON NUI.1IlER 7. no.. Fee . MOOEL YEAR CONIlIT1ON _. ._4 """ o FAIA GOOD o 1RANSFER OF PRE1IIOUSLY ISSUED PUlIE o 1RANSFER. ~OF PUlIE o TllANSfER................ OF PUlIE o "TRANSFER OF PlATE & REPLACEMENT OF ST1CKER POOR . 0R1GIIW. PUlIE ./ ..- """ o Pl.J<!E 10 BE ISSUED BY BUREAU (PROOF OF IN- SURANCE MUST BE AT- l>CHEl>1 DE"""""'" PUlIE 10 BE ISSUED BY BUREAU o TEMPORARY PlATE ISSUED BY FUlL AGENT 101>l. """ (1dd 11hnJ8) . ~Z ~i i~ POUCY EXPlR.<nON DATE 0...... nust Fcrm MV-44. REI.o<JTONSHp 10 APPUCANT mAP.'1UIE IlO. VEHICLE PURCHASED WEIGHT INFO. F APl'lJCABLE NSUAANCE COMPNN' NAME G. I CERTIFY THAT ON MONTH DAY_YEAR _ ISSUING AGENT (PRWT NAME) I HNE CHECKED to DETERMINE THAT THE VEHICLE IS INSlJAED AND lSSUED TEMPORARY REGISTAAllON 10 nE ABOVE APPlJCANT. IN ISSUING AGENT SIGNATURE COMPl.JANCE WI1H AU. APPUCABl...E PRCMSIONS OF THE VEHICLE CODE AND OEAUmotENT REGlJLtJ1QNS. ( ) I/WE CERTlFY lliAT IIWE HoWE EXAMINED N<<J SIGNED THIS FORM AFTER ns COMPlETION AND THAT 1liE 1NF0AMAn0N GIVEN IS mue AND CORRECT. IF AN EXEMPTlON IS ClAIMED. THE PUK:HASER FURTHER CERTFE5 THAT HE/SHE IS AUTHORIZED 10 ClAIM lHIS EXEMPTlON.11WE ACI<NO'M..EDGE TI-fAT I/WE MAY lOSE MY/OUR 0PERAT1NG PRIVl..fGEfS) OR VEHICLE REGl5TRATlONfSI FOR FAILURE 10 MAINTAIN FJNNrICIAL. RESPONSIBUTY ON "l'HE CURREtm..Y REGlS'rEAED VEHIClE FOR TtE PEFIIOD OF REGlSmAllOM. I/WE ACKNC1M..E.OGE lHAT I/WE MAY BE SUBJECT 10 A FINE NOT EXCEEOlNG $5,000 AND IMPRISONMENT OF NOT MORE 'THAN TYtO YEARS FOR ANY FAlSE STATEMENT THAT I/WE MAKE ON THS FORM.. FIf3I or Signer ISSUI<G ""EN< INFOO. MAllON AGENT NO. TEI.EPHClrE NO, I ~ u TELEPHONE NUMBER 17.." '760- r.:: rs .Sf ASSIGN- ....NT Signature of Second PurchalIer or Authorized Signer TELEPHONE NUMBER ( I Signatureol5ellBr 2ND ASSIGN- ....NT SiQnlltln of Co-PurchasiIlr/rllle of Authonzed Signer Sionattn 01 Co-SelIBr H_ z ;i 9 Zo:! ~gv: o 0 o . . . NOTE: If a co~purchaser other than your spouse is listed and you want the title to be listed as MJoint Tenants Wit! Right of SurvivorshipM (On death of one owner, title goes to surviving owner.) CHECK HERE O. Otherwise, the tith will be issued as -Tenants in CommonM (On death of one owner, interest of deceased owner goes to his/her heirs 0 estate). NOTE: IF THE VEHIClE IS TO BE USED AS A DAllY RENTAL OR LEASED VEHICLE. CHECK nus BlOCK 0 . IF 8I..OCK IS CHECKED, COMPlETE AND ArrACH FORM MV-IL. MESSENGER NUMBER: ?1 .,,"=... ~-: '1~7.""':: 0::: Table View public tax file 12-20-0l.fp5 S-rch Matches 1 of 8a011 District_Number ParceUdentifier Map_Suffix_Number 1. 40 40-09-0531-0090 TR06082 http://205.247.227.57:59IfFMResfFMPro House_Number 62 Ho~ I H_ID Street SPRING GARDEN ESTATE .......0"'........... ... OWner_HI BOLLENr BRENDA 1/212002 NEW KINGSTOWN AUTO SALES INC. P.O. BOX 413-73 EAST MAIN STREET NEWKINGSTOWN PA 17072 PHONE (717) 766-1000 BILL OF SALE VEHICLE INFORMATION: YEAR: 9:2 MAKE: ~cJ MODEL: Gplo~ VIN# l~fVI OC\3l/)(~NU.A7~S9 / BODY TYPE: ~ COLOR: LJLu& MILES: /gg,.)U , ere Mlo.. 8c I /<f'f1~f (lRANSFEROR'S NAME)'STA TE mAT IRE ODOMETER NOW READS ~~=5 (NO TENTHS) MILES AND TO THE 3EST OF MY KNOWLEDGE THAT IT REFLECTS THE ACTUAL MILEAGE OF THE VEHICLE DESCRIBED ABOVE, UNLESS ONE OF THE FOLLOWING STATEMENTS IS :::HECKED. DATE: 310101 Of :] 1. I HEREBY CERTIFY THAT TO THE BEST OF MY KNOWLEDGE THE ODOMETER READING REFLECTS THE AMOUNT OF MILEAGE IN EXCESS OF ITS MECHANICAL LIMITS. . J 2. I HEREBY CERTIFY THAT THE ODOMETER READIN'G IS NOT THE ACTUAL MILEAGE. "Br f.. rd-A. ~ l k du R-f SOLD THE ABOVE STA~J'E~LE. ro NEW KIN'GSTOWN AUTO SALES INC. FOR THE AMOUNT OF $ 60 V ' . NO LO~R HAVE ANY INTEREST IN THE ABOVE STATED VEHICLE. (8 ~~~.;tJ:~ DATE: g> Id-O 1 ()/ )EALER DIN # bL =t:f d- '-J 34-& 7 d-~ . (SELLER ONLY) IF ANY. -THE LAw OFFICES OF KATHLEEN K. SHAUUS, ESQ. 44 SOUTH HANOVER STREET CARUSLE, PA 17013 PHONE: (717) 243-6655 FAX: (717) 243-6618 EMAIL: JRS037CARLISLE@SPRINTMAIL.COM February 5, 2002 PA Department of Revenue Inheritance Tax Division 5th Floor Strawberry Squire Harrisburg, PA 17128 Re: Estate of William P. Hershey File No. 21-01-0531 Dear sir or madam: The lack of personal assets in William P. Hershey's estate is explained by the fact that the decedent's relatives seized his assets before my client, Brenda Bollendort: the estate's executor and the decedent's former girlfriend and sole heir, could secure the assets. The relatives were not aware that the decedent had executed a will in favor of my client two years before his death, leaving her everything. When she tried to take possession of the trailer, the automobile and other items, the decedent's relatives called the police. She then was appointed executor of the estate and engaged my services to marshal the estate's assets. I drafted the attached Petition to the Orphans' Court in Cumberland County but did not have to file it when the decedent's relatives agreed to turn over the property provided my client agree to pay the funeral expenses and $200 to a relative for the grave. The relatives' compliance with the agreement has not exactly been a good faith effort. See attached correspondence. The executor has decided that further efforts to secure any other assets would be a waste of time and money. If you have any questions, please contact me. Sincerely, ~ ~~iS IN RE THE ESTATE OF WILLIAM P. HERSHEY IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA : ORPHAN'S COURT DIVISION NO. 2001-00531 21-01-0531 000 5/28/2001 SS# 210-44-6962 PRAECIPE FOR ENTRY OF APPEARANCE To the Register of Wills Kindly enter my appearance as the attorney for the duly appointed Executor Brenda A. Bollendorf of the Estate of William P.. Hershey. Kathleen K. Shaulis, Esq. Attorney for the Executrix 44 South Hanover Street Carlisle, PA 17013 (717) 243-6655 I.D. No. 37445 Dated: June 6, 2001 I have engaged Kathleen K. Shaulis, Esq., 44 South Hanover Street, Carlisle, PA 17013, to act as the attorney for me as the Executor of the Estate of William P. Hershey. June 6, 200.1 Brenda A. Bollendorf Executor DRAFT :tN RE THE ESTATE OF WJ:LLUIM P. HERSHEY :tN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVAN:tA ORPHAN'S COURT D:tV:tSION NO. 2001-00531 21-01-0531 DOD 5/28/2001 SS# 210-44-6962 EMERGENCY PET:tT:tON FOR ORDER TO GAIN ACCESS TO AND POSSESSION OF DECEDENT'S MOBILE HOME, MOTOR VEHICLE AND OTHER PERSONAL PROPERTY FOR PURPOSES OF EFFICIENT ESTATE ADMINISTRAT:tON AND NOW, comes the Petitioner, Brenda A. Bollendorf, Executor of the Estate of William P. Hershey, by her attorney, Kathleen K. Shaulis, Esq. and respectfully represents as follows: 1. Petitioner, Brenda A. Bollendorf, is an adult individual who resides at 32 W. High Street, Apartment 301, Carlisle, PA 17013. 2. Decedent William P. Hershey died on May 28, 2001, leaving a Last Will and Testament dated April 17, 1998 naming the Petitioner as Executor of his estate. A copy of the Will is attached hereto and incorporated herein as Exhibit "AN. 3. Petitioner was duly appointed Executor of the Decedent's estate on June 5, 2001. A copy of the 1 appointment is attached hereto and incorporated herein as Exhibit "B". 4. Since his death, relatives of the Decedent including Mary J. Hurrell of 20 Spring Garden Estates, Carlisle, Pennsylvania, illegally have denied Petitioner access to the Decedent's mobile home, his motor vehicle, his personal property and his personal papers. 5. Since his death, Decedent's relatives including Mary J. Hurrell illegally have removed Decedent's motor vehicle as well as personal property and personal papers from Decedent's mobile home, frustrating any efforts of the Petitioner to perform her fiduciary duties. 6. Petitioner has no knowledge of the present location of the Decedent's motor vehicle or his personal property and personal papers. 7. Title to Decedent's property passed to the Petitioner pursuant to 20 P.S. ~ 301 on the date of his death. 8. Petitioner has not been able to obtain names and addresses of any other relative of the Decedent who may have removed or who have knowledge of the removal of the personal property and personal 2 papers of the Decedent from the Decedent's mobile home. 9. Petitioner does have general knowledge of the names of the Decedent's other relatives besides Mary J. Hurrell because of Decedent's Obituary, but does not have exact addresses for them. A copy of the Wednesday, May 30, 2001 Sentinel Obituary is attached hereto and incorporated herein as Exhibit RCN. 10. Mary J. Hurrell's address was obtained by the Petitioner from the Decedent's Death Certificate. 11. Petitioner has contacted the Pennsylvania State Police and local Constables to help her obtain access to Decedent's property but they would not help because she did not have an Order from the Court. 12. Petitioner cannot fulfill her fiduciary duties to Decedent's creditors or beneficiary without having access to and/or possession of Decedent's property. WHEREFORE, Petitioner prays this Honorable Court use its legal and equitable powers to issue an Order requiring that Mary J. Hurrell and other relatives of the Decedent return the personal property including motor vehicle and papers of the Decedent to the mobile 3 home and turn over all keys to Decedent's motor vehicle and mobile home to the Petitioner immediately. Respectfully submitted, Kathleen K. Shaulis, Esq. Attorney for Plaintiff 44 South Hanover Street Carlisle, PA 17013 (717) 243-6655 LD. No. 37445 Dated: June 2001 4 LAW OFFICES IRWIN McKNIGHT & HUGHES ROGERS. IRWIN MARCUS A. McKNIGHT. 1II JAMES D. HUGHES REBECCA R. HUGHES MARK D. SCHWARTZ DOUGLAS G. MILLER WEST POMFRET PROFESSIONAL BUILDING 60 WEST POMFRET STREET CARLISLE, PENNSYLVANIA 17013-3222 (717) 249-2353 FAX (717) 249-6354 E-MAIL: IMHLAW@5UPERNET.COM HAROLDS.1RWIN (1925-1977) HAROLD S. IRWIN, JR, (1954-/986) IRWIN, IRWIN & IRWIN (/956-J91?6) IRWIN, IRWIN & McKNIGHT (/986-/994) lR WIN. McKNlGHT & HUCHES f 1994. ) June 19,2001 Via Facsimile and Rel!\llar Mail Kathleen K. Shaulis, Esquire 44 South Hanover Street Carlisle, PA 17013 Re: Estate of William P. Hershev Dear Ms, Shaulis: I have enclosed a revision of the Agreement you prepared. All the items will be given to you including the correspondence and furniture, provided your executor agrees to pay for the funeral, the grave marker and its engraving, and pay for the costs of the grave. Please call me if you have any questions. Very truly yours, IRWIN, McKNIGHT & HUGHES 1~:ictt MAM/mln Enc!. cc: Ms. Mary Hurrell Ms. Patricia McCommons Ms. Karen Potter Ms. Nora Shearer Mr. Edwin E. Hershey, Sr. 44 SOUTH HANOVER STREET CARUSLE, PA 17013 PHONE: (717) 2436655 ' FAX: (71'1) 2436618 EMAIL: JRS037CARLISLE@SPRINTMAlL.COM ~THLe;e;N 1\.. :)HAULIS, t:.SQ. June 19, 2001 Marcus A McKnight ill, Esq, Irwin, McKnight and Hughes 60 West Pomfret Street Carlisle, PA 17013 Re: Estate of William p, Hershey Dear ML McKnight: Enclosed are two executed original copies of the agreement revised as per your request, The only change that I made to this agreement was in paragraph 3: the Executor's address to send any additional correspondence regarding the estate was changed, Because of the strained nature of the situation between our clients, I suggest that your clients deliver the keys and other items to you and that I pick them up at your office on behalf of my client, I can also pick up an executed copy of the agreement at tbat time, Thank you for your cooperation in this matter, Sincerely, , , ' \ '- tral:l~L.,~~It'--f.J-~ Kkhleen K Sbaulis Enclosures cc: Brenda A, Bollendorf ',_ --==~-;:---o;,;;."~:;".-=>=>~~~""'I!li"~~it.-=:;;:.,--=,-.,,-~~--""= j r;~~ern · - -:6_25~~;:3~n_~., ;jz,..<'"V":~2; ~ ~ PAY EXAcn. Y ",,t(' ," .?J. 7 PAYTOTHE ;'''d.w 'f 1:::-. .H;,,-r.cJrV,ir 5i:..,,__~_____.._~~~!_~1' .~~$~z.c..::~f:{l ORDEROi_.=. ___l_~ I" , , ' ,,~ _ _ _~ l>l~~~~~.,:~~'~"~.if2~.T:":I:\~ j Z 't 7 5f'M;t(#lJIL:::;..-;. /}A d11J!.i01~"-J..~ -.' ffrt/r;'"-' - '. . .~-~ ..Jt.~--=-!::. "h."~'r~i..r7( , . . lk.~~h.-~~~'~~"" "'_; "'-->b._..JO::"'~~_~~'~ -~:."~:-~~~~L~7F~'1x'-"Y-~ ,:.02.ool,001: l,oob 25 5B 5!, 5 j? .11" LAW OFFICES IRWIN McKNIGID' & HUGHES ROGER B. IRWIN MARCUS A. McKNIGHT. III JAMES D. HUGHES REBECCA R. HUGHES MARK D. SCHWAR7Z DOUGLAS G. MILLER WEST POMFAET PROFESSIONAL BUILDING 60 WEST POMFRET STREET CARLISLE, PENNSYLVANIA 17013-3222 (717) 249-2352 FAX (717) 249-6354 E-MAIL: IMHLAW@SUPEANET.COM HAROLDS./RWIN (1925-1977) HAROLD S, IRWIN. JR. (1954~J986) IRWIN, IRWIN &: fRWIN (/956-1986) IRWIN. IRWIN &: McKNIGHT (1986-1994) IRWIN, McKNIGHT &: HUGHES (1994~ ) June 25,2001 Kathleen K. Shaulis, Esquire 44 South Hanover Street Carlisle, PA 17013 Re: Estate of William P. Hershey Dear Kathleen: I have enclosed the Agreement signed by Mary Hurrell regarding the estate of William P. Hershey. In addition to the Agreement, I have enclosed bills, a death certificate, title to the car and mobile home, and his last payroll check in the amount of Nine Hundred Thirteen and 18/100 ($913./8) Dollars. Please contact me if you have any questions. IRWIN, MAM/mln Enc!. cc: Ms. Mary P. Hurrell Ms. Patricia McCommons Ms. Karen Potter Mr. Edwin E. Hershey, Sr. Ms. Nora Shearer i! Ii H ~~ ~(e!t\cQQ 8olJenJorF 60-,..... ~ . SIGN IiER! FOR CASH RECEIVED ~IF REQUIRED) * r ~ ~ (OflTOT~FlDMOTlE!lSlll!l SUB TOTAL II> '73053- ," -','.. DATE DEPOSITS MAY NOT BE AVAILABLE FOR IMMEDIATE WITHDRAWAL . ., '0 ~; ~8 U n 5:!; . Commerce ~Bank / 1Ianisbu<g, NA WI' ..60 CARLISLE PIKE MIECHANICSlSURCil, PA 17Gao-:soae * LFfeSd"ervAeSJf .... $ 7.,3'o.?3 -t: 50 2 10"'0 loB 1,1: ",,:,' 510 :i2bl,b5 511' ~.~ -;:*{ii~ _' '''::' ';f':',,;;;~~fr:. .. .. , ,:oa-':ml'8!i:o:;;,}5i::;;;;:)\:<~. . ,:~;, ::, ,~~[~~~~}~> :~Jt~~.:i}~~~::;;~:;j~i';i~~;~_~*~\;i ICSllIJ!IG, PA 17055 ",. .", . '. . "',:. '....,- .'.' ,t1> '0 . .,.. , , ~w . .,~ ~:,\t,','i~>,1"'l~~':'.~'c~"" ',' ". '_',.:."'. .",.-}.:t',::~ ,,~j~~?,-~~,,""','::'~.r:/~:,~';;:~~~{:i;~,;,~',--,^~';;,,:fftFf~,,',: .'_:"::"~:-Kt~\;~~4;i#~,.~:-~~"'c'" ,":-C,f,:/:~,';~' " ~,k:f~ WILiiMfZB~w,;KSH~i****'***~***"'****,*~ :$i130-~**' - - 't" ~f;~i\,~i,~;:,":~,:". "~. ~l';. ,:", ".~~,. _;:';'.';~<~;"'1:~2:t;t~ ;;{C4 ',kf='i'~'; " ,,' ~'...~Ci['~3-' '~,..,' "~'t"~ ijl ,g~,~"~".-'"!,~"",,~::,,,,,,'F':""'''' 'I "00":" ~",,- ""'OlifiJI:!fl5~~ ~~~~:(~ .'~L Jr ~'!:"F", '::""', "..,......,..:..r\. Cole .'Ii' 01?08313i ....,;..\ ~,;"", ,:.,t-"l,,',~' "(. e,"..' .. _,",' II'O.;J,ci ~B?BII' l:oh3o loB I, 1;1: 51. 'iaaaa :i 811' .,...... Yo",;' ~ "~~ ' ,-,'" . ., THE LAw OFFICES OF KATHLEEN K. SHAULIS, ESQ. 44 SOUTH HANOVER S'rREET CARUSLE, PA 17013 PHONE: (717) 243-6655 FAX: (717) 243-6618 EMAIL: JRs037cARLISLE@SPRINTMAlL.COM July 6,2001 Marcus A. McKnight ill, Esq. Irwin, McKnight and Hughes 60 West Pomfret Street Carlisle, PA 17013 Re: Estate of William P. Hershey Dear Mr. McKnight: It seems that the relatives of William P. Hershey have not lived up to their part of the agreement to return all ofMr. Hershey's personal property and papers to his mobile home. Ms. Bollendorfwas aware that Mr. Hershey had a "yard sale" business on the side for which he received shipments of knickknacks via UPS. She has knowledge that at least one delivery was made to Mr. Hershey's mobile home since his death, but that delivery was rerouted to Lot 20 as per instructions placed on the mobile home's door. Ms. Bollendorfhas left the sign that directs the UPS to make all deliveries to Lot 20 in my custody. Ms. Bollendorf demands the immediate return of all items that were delivered to Lot #20 on Mr. Hershey's behalf and any other "business assets" of Mr. Hershey. Furthermore, the key to the locking gas cap that was installed on his motor vehicle has not been turned over to Ms. Bollendorf and an old black and white television set has been substituted for a console color set that Ms. Bollendorf has personal knowledge that was there when she left Mr. Hershey in the spring of 1999. For some reason, Ms. Bollendorffound a photograph of this console on the floor where this television had sat. She demands immediate return of these items. A large wooden closet that Ms. Bollendorfhad purchased for $200 from Mr. Hershey's sister Nora Shearer was missing from one of the bedrooms of the mobile home as was a lawnmower that belonged to Ms. Bollendorf. This should be returned immediately. Only a few sweaters of Mr. Hershey's were returned. No coats, jackets, shoes, jeans, trousers, jewelry etc. were returned. As for household items, Ms. Bollendorf mentioned that the vacuum cleaner was gone. Also, appliances such as a toaster, or can opener, pots and pans, towel, washcloths and blankets are missing from the premises. Again, everything is required under the agreement to be returned. Marcus A. McKnight IlL Esq. Irwin, McKnight and Hughes Page Two July 6,2001 Also, no bank records evidencing the payment of his bills or his personal checks have been returned. Copies of his tax returns that will demonstrate the reason for the federal and local tax deficiencies have not been returned. Ms. Bollendorf demands that these items be turned over immediately. I realize that only one of the relatives signed the agreement before it was sent to me with some of his personal papers and the keys, but in your letter of June 19, 2001, you copied all of Mr. Hershey's siblings, not just MJuy Hurrell. Furthermore, you asked that a special provision be written into the agreement whereby Edwin E. Hershey, Sr. would be paid $200 for the grave, yet he did not sign this agreement. Thus, it is fair to say that you were representing all of the siblings and they all should be held accountable for returning Mr. Hershey's property. Ms. Bollendorfhas acted in good faith, contacting the funeral home to pay for the funeral and the taxing authorities to pay Mr. Hershey's outstanding debts. She needs all of Mr. Hershey's assets to raise the funds to meet the obligations ofthe estate. Please advise as soon as possible. Sincerely, , /,/ '/ ,'---ft:"-. \{;~'::Fr....c~r_~,- /\ > ~':'-f''-.; '- ......~,.,.. \ Katilleen K. Shaulis cc: Brenda A. Bollendorf LAW OFFICES IRWIN McKNIGHT & HUGHES ROGER B. IRWIN MARCUS A. McKNIGHT, /I[ JAMES D. HUGHES REBECCA R. HUGHES MARK D. SCHWARTZ DOUGLAS G. MILLER WEST POMFRET PROFESSIONAL BUIWING 60 WEST POMFRET STREET CARLISLE, PENNSYLVANIA 17013.3222 (777) 249-2353 FAX (717) 249.6354 (i.MAIL: IMHLAW@SUPERNETCOM HAROLD S./RWIN (1915./977) HAROLDS. IRWIN, JR. (/954-/986) IRWIN, IRWJN & IRWIN (1956-/986) IRWIN, IRWIN & McKNIGHT (1986-1994) IRWIN. McKNIGHT & HUGHES (1994- ) July 12,2001 KATHLEEN K. SHAULIS, ESQUIRE 44 SOUTH HANOVER STREET CARLISLE, PA 17013 RE: ESTATE OF WILLIAM P. HERSHEY Dear Ms. Shaulis: Enclosed is a copy of the Agreement signed by Brenda A, Bollendorf, Mary J. Hurrell and Edwin E. Hershey, Sr. 1fyou have any questions, do not hesitate to contact me. MAM:sls Enclosure -. IN RE THE ESTATE OF WILLIAM P. HERSHEY IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHAN'S COURT DIVISION NO. 2001-00531 21-01-0531 DOD 5/28/2001 SS# 210-44-6962 AGREEMENT WHEREAS Decedent William P. Hershey died on May 28, 2001, leaving a Last will and Testament dated April 17, 1998 naming the Brenda A. Bollendorf -- Executor of his estate; and WHEREAS Brenda A. Bollendorf was duly appointed Executor of the Decedent's es~ate on June 5, 20'1; and WHEREAS undersigned relatives of the Decedent made arrangements for the Decedent's funeral, the expenses for which they we~e responsible to pay less any funeral/burial benefits to which the Decedent may have been enti~led; and WHEREAS undersigned relatives of the Decedent have ceen in control and/or possession of Decedent's mobile home, his motor vehicle, his personal property ano his personal papers since his death; and WHEREAS Brenda A. Bollendorf cannot fulfill her fiduciary duties as Executor of William 2. Hershey's Estate to Deceden~'s creditors or beneficiary without having access to and/or possession of Decedent's property and papers: THEREFORE, it is hereby agreed ~hat 1. The Estate of William P. Hershey will pay the funeral expenses incurred by the Decedent's ~elatives less any funeral/burial benefits to which the Decedent was entitled upon presentation of a copy of the bill prepared bv Ewinc Brothers Funeral Home. The Estate of William P. He~shev ~~l: ~ay for che ~Qst of his grave mar}:e~ ~s well as its ~ E1scripcion. I t also agrees to rei:nDurse Edwin E. Hersr,e';, Sr. the sum of Two Hundred and no/IOO ($200.00) Dollars, - being t~e cost of the grave. 2. Decedent's undersigned relatives will return all personal property including but not limited to all furniture, appliances, clothing, tools, sporting equipment and any motor vehicle owned by the Decedent and all personal papers of the Decedent including but not limited to titles to the Decedent's mobile home and motor vehicle, insurance policies, bank accounts and credit cards, to the Decedent's mobile home and that all keys to said mobile home and any motor vehicle owned by the Decedent on the date of his death be turned over to the Executor immediately. 3. Decedent's undersigned relatives have a continuing obligation to forward any correspondence that they receive in regards to the Decedent's estate immediately upon receipt to the Executor of the Decedent's estate at 247 S. Spring Garden Street, Carlisle, PA 17013. ~ -.7;J-cJ ( Date &./A~ ~ ~n/ Brenda A. Bollendorf ~v~X- Executor Estate of William P. Hershey (!}~JP f:~rf-O i~-/t?-c)1 Date 7//2/ 0 I Dare' ~ ~ 1~~ 71/4 Date 2 LAW OFFICES IRWIN McKNIGHT & HUGHES ROGER B. IRWllV MARCUS A. McKNIGHT. III JAMES D. HUGHES REBECCA R. HUGHES .\fARK D. SCHWARTZ DOUGLAS G. MILLER WEST POMFRET PROFESSIONAL BUILDING 60 WEST POMFRET STREET CARLISLE, PENNSYLVANIA 17013-3222 (717) 249-2353 FAX (717) 249-6354 c.MAIL IMHLAW@SUPcRNcT.COM HAROLDS. IRWIN (1925-/977) HAROLD S. IRWIN, JR. (/954-1986) IRWIN, IRWIN &-IRWIN (/956-1986} fRWfN. IRWIN & McKNIGHT (1986-1994) IRWIN. McKNfGHT&HUGHES (/994- ) July 12, 2001 KATHLEEN K. SHAULIS, ESQUIRE 44 SOUTH HANOVER STREET CARLISLE, PA 17013 RE: ESTATE OF WILLIAM P. HERSHEY Dear Ms. Shaulis: I met with my client, Mary Hurrell and reviewed your letter dated July 6, 2001. The following is her response: 1. The Yard Sale Business: No deliveries were made to my client, Mary Hurrell by UPS. Roger Hurrell did order some items including a ring which he paid for through the late William P. Hershey. That ring and other items have not yet been delivered. When these are delivered to your client, they need to be turned over to Roger HurrelL 2. Kev to Lockinl! Gas Cap: My client does not have that key and she does not know its whereabouts. She never saw it. 3. The Color Console TV: This TV was owned by my client, but it was returned along with the black and white TV to the Trailer. The current girlfriend ofMr. Hershey was still living in the trailer. My client does not have the color TV and your client is invited to examine her trailer and belongings if she wants to do so. 4. The Larl!e Wooden Closet: Your client last lived with William in 1998. I was able to speak with the girlfriend of William who lived with him in the spring of 1999. The wooden closet was placed on the porch in 1999 for your client to pick U!l. She failed to do so and it was picked up by South Middleton Township in the spring of 1999 clean up. I have enclosed her statement. My client does not have the wooden closet nor does she know of its whereabouts. Kathleen K. Shaulis, Esquire Page 2 of 2 July 12,2001 Re: Estate of William P. Hershey 5. Personal Items: My client returned everything of which she took temporary possession. The present girlfriend, Donita Duerr, did leave and take some items including his Last Will and Testament. My client does not know her current location. The only jewelry was a watch which the family forced Donita to turn over to the funeral home. The watch was buried with William. 6. Bank Records: My client never found or took any bank records or personal checks. There were some unused checks which the bank shredded for security reasons. To the best of our knowledge none of the items you mentioned are in the possession of any member of Mr. Hershey's family. They have kept their agreement and they expect your client to also honor it. Very truly yours, lllW:1::00&1HU07S ~ &.,:or. ;;~st: McKnight, 1I1 ~ MAM:sls Enclosures cc: Ms. Mary J. Hurrell THE LAw OFFICES OF KATHLEEN K. SHAUUS, EsQ. 44 SOUTH HANOVER S"rREET CARUSLE, PA 17013 PHONE: (717) 2A3-66SS FAX: (717) 243-6618 EMAIL: JRS037cARUSLE@SPRINTMAlL.COM July 18,2001 Marcus A. McKnight HI, Esq. Irwin, McKnight and Hughes 60 West Pomfret Street Carlisle, PA 17013 Re: Estate of William P. Hershey Dear Mr. McKnight: This responds to your letter of July 12, 2001 concerning your clients Mary Hurrell and Edwin E. Hershey, Sr.'s knowledge of the whereabouts of William P. Hershey's assets. Quite frankly, it is unbelievable that the relatives do not have knowledge of what happened to his clothes and his household goods. Mr. Hershey died suddenly and did not have time to dispose of these items prior to his death. Furthermore, as a close neighbor and sister of the decedent, it is really unbelievable that Ms. Hurrell does not know the identity of the persons wbo were hauling things out of Mr. Hershey's mobile home with a pick-up truck. I would guess that she would have telephoned the police if someone that she did not know was removing items from the mobile home. Moreover, since she had possession of the key to the mobile home, the chances that someone else gained access to it without her knowledge are quite slim. Despite what you say, it seems that the relatives of William P. Hershey have not lived up to their part of the agreement to return all of Mr. Hershey's personal property and papers to his mobile home. Again, a copy of your letter ofJune 19, 2001 was sent to all of Mr. Hershey's siblings, not just Mary Hurrell. Edwin E. Hershey, Sr. did not sign the agreement until my July 6, 200 I letter pointed out that he was to receive money under the agreement but had not signed it. Yon led us to believe that you were representing all ofthe siblings in obtaining tbis agreement from my client. I drafted the agreement based on this representation that you were representing all of the relatives to cover all of Mr. Hershey's relatives that had possession or control of Mr. Hershey's assets, not just those who selectively chose to sign this agreement. All of the relatives should be held accountable for returning Mr. Hershey's property. Brenda Bollendorfhas acted in good faith as the Executor of William P. Hershey's estate and, to further demonstrate this, enclosed please find Western Union money order #06-255854537 for $200.00 to pay Mr. Hershey's cost ofthe gravesite used for his brother. Ms. Bollendorfneeds all of Mr. Hershey's assets to raise the funds to meet the obligations of the estate. Please advise as soon as possible. Enclosure cc: Brenda A. Bollendorf ~.~iere}~,. It& LJ atf"...uJl.; r...U thleen K. 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""'!;?::: l'A; ~ ~tf..!'~ ~ H-="': >'0 -uo~wu::::e '2 ~.;!;o.~~.~:aQ,-rJ)l! ~.s.",g u ~.!i'O g~~f~~~.5~:f5~1~~~~~'" ~5~~e~~8~~~~o~~~i~~~ ~~~~~ N CIlIXO~~_~ ~z~ Ewing Brothers Funeral Home 630 South Hanover Street Carlisle, P A 17013- (717)243-2421 JllllC 25, 200 I Estate of Willi p, Hershey TIle Funeral Service for William p, Hershey We sincerely appreciate the contidence you have placed in us and will continue to assist you in every way we can. feel tree to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES. FACILITIES. AUTOMOTIVE EQUIPMENT. AND MERCHANDtSE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. 1. PROFESSIONAL SERVICES Services of funeral Director/Staff FIJNERAL HOME SERVICE CHARGES SELECTED MERCHANDISE: 20G Silver Non Sealer 4 1/2 Regular THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED '\1' THE TIME FUNERAl. ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PA Y'\IENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. CASH ADVANCES Opening Grave Cenified Copies of the Death Certificate TOT AL CASH ADVANCES AND SPECIAL CHARGES SUB.TOTAL INITIAL PA YMENT / DISCOUNT / CREDITS TOTAL AMOUNT DUE The statGlncnt is net and payable in futt on or before June 27, 2001. Please 52995.00 $2995.r.O $925.00 $875.00 $4795.00 $400.00 520.00 $420.00 $5215.00 55215.00 r-"o""",U'-'_:_--~~~~-~~~. - ' 'UESTi!P;~~i lMO~{::' 1.:JI '.JN10;\~j k1':f~{j€~~ lw -ifj-~.fr_--.~ -vq ~,-~~=~~~,j " I ~ 06-255854537 iS1-'iiV'll!21 PAY EXACTLY .r ' /' 7 5f~~__~_ __'z'~::~!?d h:tt?!::!t!:..'t PI;~ lA !P!'-1l\~. CoI,;~' 1.::' rn I'.~E . ':!."fj;tefUi'itlE'ill:of , 5/",J,"I(k"')Jd.:,-;:;;~J:-_,X_ 17-<", Y __ "_ ~.'-' ' ._ . w. IJ.l.:"t ',..IS",,"":!; 'l, PAYTQTHE- " . ... _I.c <- ""OER or """:'.:.JJ.i.V..11l.. ~. n;' 1""""< V Z'-/7 1':S""~~~_,:e.~:1"':-.--'---""",~ _........_~:...,....:__.~~~-~~~XET.e,..~~~':" .:.02.001.001: 1.00b 2SSSS!, SH .11' THE LAw OFFICES OF KATHLEEN K. SHAUUS, ESQ. 44 SOUTH HANOVER STREET CARLISLE, PA 17013 PHONE (717) 24~655 FAX (717) 243-6618 EMAIL: JRs037cARLISLE@SPRINTMAIL.COM January 3. 2002 Invoice submitted to: Brenda A. 62 Spring Carlisle, Bollendorf Garden Estates PA 17013 Re: Estate of William P. Hershey No. #10221-02001 Account to Date Hrs/Rate Amount 6/6/2002 Correspondence 3.0 hr/$50/hr 150.00 to marshall estate assets 1/3/2002 Preparation of Inheritance Tax Return N/A 100.00 1/3/2002 Reimbursement for Estate Advertising N/A 152.63 Balance 1/3/2002 $402.63 RECEIPT FOR PAYMENT =================== Cumberland County - Reqister Of wills Hanover and Hiqh StreeE Carlisle, PA 17013 Receipt Date Receipt Time Receipt No. 6/05/2001 10:41:35 1025811 HERSHEY WILLIAM P File Number 2001-00531 Remarks BOLLENDORF BRENDA A SK Transaction Description PETITION FOR PROBA SHORT CERTIFICATE EXTRA PAGES JCP FEE Distribution Of Receipt ------------------------ Payment Amount Payee Name 40.00 CUMBERLAND COUNTY GENERAL FUN 6.00 CUMBERLAND COUNTY GENERAL FUN 6.00 CUMBERLAND COUNTY GENERAL FUN 5.00 BUREAU OF RECEIPTS & CNTR M.D Cash Total Received...... ... $57.00 $57.00 (O~l/ THE LAw OFFICES OF KATHLEEN K. SHAUUS, ESQ. 44 SOUTH HANOVER STREET CARLISLE, PA 17013 PHONE (717) 243-6655 FAX (717) 243-6618 EMAIL: JRS037CARLlSLE@SPRINTMAIL.COM January 30, 2002 Invoice submitted to: Brenda A. 62 Spring Carlisle, Bollendorf Garden Estates PA 17013 Re: Estate of William P. Hershey No. #10221-02001-A Account to Date Hrs/Rate Amount 1/30/2002 Preparation of Income Tax Returns N/A 65.00 Balance 1/30/2002 $65.00 r REMITTANCE ADDRESS I BILL 10 THE SENTINEL - LEGAL LAW OFFICES SHAULIS, KATHLEEN K P.O. ~ox 130, CARLISLE, PA 17013 AD NUMBER r CLASS SALESPERSON BILLING DATE LINES 203904 10 PUBLIC NOTICES 15 07/18/01 22 AD DESCRIPTION START DATE STOP DATE EXECUTRIX NOTICE LETTERS TESTAMENT 06/30/01 07/14/01 PUBLICATION INSERTIONS RATE NET AMOUNT GROSS AMOUNT 3 THE SENTINEL - LEGAL 3 LGL 71.28 TOTAL AD CHARGE 71.28 3 2001 PROOF OF PUBLICATION 01PRF 6.35 DAYS RUN {~ht) ?/7 <t'?Ji/ PURCHASE ORDER PAY THIS AMOUNT 77.63 93.16* Wm. P. Hershey . AFTER 08/17/01 RETAIN THIS PORTION FOR YOUR RECORDS MESSAGE: Thank you for advertising with The Sentinel. Deadlines for in-column legal advertisements: Monday is Friday at 11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon; Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday is Thursday at 12 Noon. If you have any questions regarding your Legal bill please call Dauris Henry at 243-2611, ext. 202 or Sherry Clifford ext 201. Fax your legals to 243-3754, attention Sherry Clifford You can also EMAIL yourlegalto:classad@epix.net. Please include a cover letter and the ad as an attachment. PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland. Sherry Clifford, Classified Ad Manager of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said County, and that the printed notice or publication attached hereto is exactly the same as was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication June 30 and July 7 and 14, 2001 EXECUTRIX NoncE Lehers Testamentary on the Estate of WILUAM P. HERSHEY, late of the Township of South Middle- ton, Cumberland County, PA. deceased. have been granted to the undersigned. All persons knowing themselves to be indebted to 'aid Estate will make payment immediatetly. and those having claims will present them for settle- rn.ntto: Brenda A. Bollendorl 247 S. Spring Garden St. Carlisle, PA 11013 Kathleen K. Shaulis _mey 44 S. Hanover St. Carlisle, PA 17013 Affiant further deposes that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true, ~::'j". d;~A /'/ ' v ~' / July 19, 2001 Sworn to and subscribed before me this 19th day of July , 2001. r&~/ O. :-:i:JU/UU t'f I Notary Public My commission expires: CUMBERLAND LAW JOURNAL 2 LIBERTY AVENUE CARLISLE, P A 17013 JULY 20,2001 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Kathleen K. Shaulis, ESQUIRE William P. Hershey, ESTATE RE: Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: July 6, 13,20,2001 Advertising Cost $ 75.00 $ 0.00 $ 0.00 $ 0.00 --------..---- $ 75.00 ---- --- Proof of Publication Second Proof Request Payment received Total Amount Due Payment received by PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYL VANIA : ss. COUNTY OF CUMBERLAND : Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, VIZ: JULY 6, 13,20,2001 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. I ~ Roge/M. Morgenthal, Editor Henhey. William P.. dec'd. Late of the Township of South Mid- dleton. Executrix: Brenda A Bollendorf. 247 S. Spring Garden Street. Car- Usle. PA 17013. Attorney: Kathleen K. Shaulis. Es- quire. 44 S. Hanover Street. Car- lisle. PA 17013. SWORN TO AND SUBSCRIBED before me this 20 dayof JULY. 2001 LOIS E. SNYDER. Nolary pt;/JUc Carlisle Boto, Cumbc'llland County I My CommiIIsion E>.1im-; March 5, 2005 - _.',cor . 1"11f?!::.Sf:'":nqE"(" :3f:'-~"'1ice Hecpiut:. SOLLENBERGER'S MESSENGER SERVICE INC. 29 WESTIMINSTER DRIVE CRRLISLE. PR 17013 717-;::1.9--B149 For: BRENDR BOLLENDORF 62 SPRING GRRDEN EST CRf<LISLE, PA 171i)l:~ 71 7-9&ILl-93'3~; J'nvo:;.Cf.:~ :fJ:~ 7''116 Date, 07/10/1211 Tim e: ~~3, ;::8 Pi'l Clerks I1Jitials: DMS Fil. Name, CARL01 2C:;619~::.d3ell 1216 Title # or Date of Birth: VIN or Driver1s Number' _Tag Number or Eve Color YeRr-M~ke or Soc. Sec.# Tt"'ansi-:!ct i on OdDlnE;'1".: E~(" Comment.s.: /VIRlL r i \; I. On I \l (~ 'rtlis item will be Mailed to 'lOLl. WAf~NING: Bureau t~eq~Jlation r~eouire ttlat any item left ill O'lr o1:fice for &0 days be returnecj to tr'~e BUrealJ of Motor Vetlicles as unclaimed. I/~e swear that I/we have aoolie(i for ttle above itpli1 (5). Swo'r'n & subset-'ioed to ber=o'r~~ me ()f1 07/lIZI/~!.'I.t.. .._...._.~..,..._-._..-_......_,..._.-.._.~_______. "m., " _..~.m...___.h.._. j\.Io i:_: <::iY",,;, ::3i~<:), 1. I I I Tit.l. F.e............. J Enc~Jrnl)ral'Ce Fee....... J Tay Transf.r.......... I Re~i5tration......~... I ,OU(). Fee.... ~. . . . . . . . . I Increase Fee.......... I R.olae.men\; Fee....... I Tax-On .0.00.... I I I I I I I I I I I I I I I I State Fees c~2.. ~)IZI Tcd::ti.l State F(ee...... It CI',,'d< ',I............... 0.00 0. il1!;~ 0. 04~ 0.00 0.1lI,h, O. ~"0 ~~. ~~O 0. o Ii., O. ~~0 22. ~:;~:1 t;pt-'v:i.ce Fees MeS5eJlyer Fee.......... feme T~q Fee.......... NOI;'::1r"'v r~-e-e............... Copv/Fax Fee.......... Doc~\ment Fee............ Chec~{ 0)"" f'.1. o. F<ee...... Total ~3ei"...vice Fee....." ~.;e.f'v:i.CE' F,;;'e Chec'k .1*.... ~~" ~~~) (~. ~%1 1/). Q\\Zt 1lI.01i'1 ;':~~:,'),. ~~ll?l 1 . 2~";:.; 0,.lj1lZl ,;). ~"lri'l ~~6. ;:?','::; Ci:::!!.:,h Grand Tutal............ Tu"tal Due................. Rmuunt Paid............. [:11,,:t{I~;IE' L3-i \"'f~n. . . . . . . . .. .. i'-..Io ::~e.,.;.llnd!:;. dn :3li'r....":ic.e Dr"' r-Jotii:ll'-'V ff~es. ~~p B,r'e not j'-' (.? S {) () n ~,; .i. J;j 'I. E'~ (00,1'" (,0,10 r" I... I: I' '11'-:' ::;-~:~te fB~ls to P)~D{~ESS. 40.1:5 4E\.. 7~.:,:; ::,~j0. OIZi J .. ;.::~-:Ci SPRING GARDEN ESTATES C/O PROPERTY MANAGEMENT, INC. P.O. BOX 622 LEMOYNE, PA 17043 (717) 730-4141 ~~td JUNE 11, 2001 TT-007-00-0062 -03 HERSHEY, WILLIAM * 62 SPRING GARDEN ESTATES CARLISLE PA 17013 C/O MARY HURRELL 20 SPRING GARDEN ES CARLISLE PA 17013 FIRST NOTICE / * SECOND NOTICE * TOTAL DUE: $317.00 NOTICE IS HEREBY GIVEN, PURSUANT OF PA ACT NO 261 OF 1976, THAT: THIS OFFICE HAS NOT RECEIVED RENT AND/OR RELATED CHARGES WHICH WERE DUE THE 1ST OF THE MONTH. YOUR CURRENT TOTAL BALANCE SHOWN DOES NOT INCLUDE THE $3.00 PER DAY LATE CHARGE. IF YOU FEEL YOU R~VE RECEIVED THIS NOTICE IN ERROR, PLEASE CONTACT OUR OFFICE IMMEDIATELY. OTHERWISE, WE LOOK FORWARD TO RECEIVING YOUR PAYMENT IMMEDIATELY. A BREAKDOWN OF YOUR ACCOUNT BALANCE IS SHOWN BELOW. 06/01 L LATE CHARGE 06/01 R RENT -3.00 320.00 AN EVICTION PROCEEDING MAY BE COMMENCED AGAINST YOU IF YOUR PAST DUE BALP~CE IS NOT PAID WITHIN 30 DAYS FROM THE DATE OF SERVICE OF THIS NOTICE. AN ADDITIONAL NON PAYMENT OF RENT OCCURRING WITHIN SIX (6) MONTHS OF THIS NOTICE MAY RESULT IN IMMEDIATE EVICTION PROCEEDINGS. * NOTICE OF SECOND NONPAYMENT OF RENT * YOU ARE HEREBY NOTIFIED, DUE TO YOUR SECOND NONPAYMENT OF RENT WITHIN SIX MONTHS OF A PRIOR NONPAYMENT OF RENT, THAT SPRING GARDEN ESTATES MAY COMMENCE EVICTION PROCEEDINGS AGAINST YOU WITHOUT FURTHER NOTICE. SINCERELY, MANUFACTURED HOUSING DIVISION 00 \ 'f )?o.oc 5e( t% 111...1 una'll Of ,.......nlL. 10, '::UVI IV: CAPITAL TAX COLLECTION BUREAU Se~..clenerallnstruction Sheet" this ~cket for mailing address labels ill see back of return for address~~ClB phonEl numbers, and office hotJl'!f." \ ';SQU1H 1I100LETOII (OUA SOCIAL SECURITY 'fi:\ NlMlEl'l \:J SPOUSE'S SOCIAL :fEj\ SECURITY NUMBER \J TMP ua ! "It / ,''' .....,"OlOIIIUU: rnuvr vr rlUnb, ,ne 'AAPAn:JnS lOUI'T MlI:il 81; VALIDA' BY THE BUREAU. TO HAVE YOUR COPVVAUDA1'ED BY MAIL., RETlJRN BOTH 1 BUREAU'S AND TAXPAYEWS CaPlES ALONG WITH A SELf ADDRESSED STAMF ENVELOPE. ~ WOO LOCAL EARNED INCOME' TAX RETURN (FORM 531) ][;I AP~ 1 1; l\\l.l1 TAX OFFICE USE ONLY. DO NOT WRITE IN THIS AREA. 060781 000039 06/07/2001 .00 5 I' r 1 I 8 I 1 9 ').O60<{ :1[( 10 J..o6 IO~ 11 I. "'.'13 12 13 , ,). I:: .. , ,. I' Ii 14 '<d~ I 15 18 17 18 19 20 l3J W.2 EARNINGS (From aUached W-2's) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. . . . . . . . . . . . . . . . . . . . . . 1 EMPLOYEE BUSINESS EXPENSES (Atlach Federal Form 2106 & State Schedule UE). . ... .. . . . . . . . . TAXABLE. W-2 EARNINGS (Subtract Line 2 from Line 1).......... .'............................ 3 }.ObV Lf OTHER TAXABLE EARNED INCOME (NO INTEREST OR DIVIDENDS) Complete Section B on Back . .. 4 TOTAL TAXABLE EARNED INCOME (Add Lines 3 and 4). . . . .................... . .... . .. ...... NET LOSlO FROM BUSINESS, PROFESSION, OR FARM (ATTACH FEDERAL OR STATE SCHEDULE C, K or F) . . SUBTOTAL (Subtract Line 6 from Line 5) I I' LESS THAN ZERO, ENTER ZERO. ... .. .. . . . . . . . . . . . ,.' . NET PROFIT FROM BUSINESS, PROFESSION, OR FARM (ATTACH FEDERAL OR STATE SCHEDULE C, K or F) TOTAL TAXABLE EARNED INCOME AND NET PROFITS (Add Lines 7 and 8). . . . . . . . . . . . . . . . . . . . . TAXLlABIUTY: 1% OF LINE 9 (Mul1iply Line9by .01)......................................... TOTAL LOCAL INCOME TAXES WITHHELO EXCEPT PHILADELPHIA INCOMETAX (From allil~eo W-2's, Box 21) . . . . . QUARTERLY PAYMENTS AND/OR LAST YEAR'S OVERPAYMENT CREDITED TO THIS YEAR. . . . . . CREDITS FOR TAXES PAID TO PHILAOElPliIAANDIOR STATES OTHER THAN PA (ATTACH LOCAL SCH. Gj AND/OR CREDITS FOR CERTlFlEO RESIOENTS OF THE HARRISBURG KEYSTONE OPPORTUNITY ZONE (KOl)...................................................... TOTALWITHHOLDINGS & PAYMENTS (Add Lines 11, 12 and 13)............ .................... TAX BALANCE DUE (SublraclUne14fromLine 10) PAYMENT NOT NECESSARY IFLESS THAN $1.00. . . . . ... @ . INTEREST & PENALTY (See Instruclions) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . TOTAL BALANCE DUE (Add Lines 15 and 16) Make check payable to'CTCB" .............. . ....... OVERPAYMENT (Subtract Une 10 from Line 14) IF LESS THAN ZERO, ENTER ZERO. ...... ." @ . OVERPAYMENT TO BE REFUNDED................................................... . OVERPAYMENT TO BE CREDITED TO NEXT YEAR'S TAX. ................................ OVERPAYMENT TO BE CREDITED TO SPOUSE'S BALANCE DUE FOR THIS FILING YEAR. . .. " /3'i.12. .1'1.70 11.0.'12. "I'~~'.J_ d; .f'" I" ,'. " , l.i :IIYCD4'Q...........ec.L01..R~t .35522348100011401 . ~fR$~ElWlttlAK ~ (Ql.fJ ! U6Z, / SPOUSE'$' NAME (LAST. FIRST, MI) HOME ~,,'\1 \)'4- . ADDRESS \ 61 s~~Ri~~'J:C;~Rd~N ~Est .&STAT' ..\U CA&USa.E fPA ~l1C13-9. IF Yes. COMPLETE SECTIONS A & C ON REVERSE SIDE OF THIS FORM.,. YOlJA~e~~: La,bj1 SPOUSE'S OCCUPATION (ONLY IF ALSO AUNG ON THIS FORM) DATE LQP493RS1 Customer Number: Customer Name: ~'c6\lm: &'.L'iili'c~: La.st Payment Date: Payment Amount: Type options, press Opt Date 5/17/01 4/26/01 ~o- F3=Exit Open Item Display OPEN ONLY 273623 WILLIAM HERSHEY i~6. 69' 5/17/01 ere-aft Li'mi"t: Last Sale Date: Start: 5=Display Details Invoice Enter. Bill Dollars Remain Dollars ~Shipl~ . Bus. 717-B48-410( 600-839-184< ~ax 717-854-549€ www.shipleyenergy.corr NANCY E_ POWERS CUSTOMER SERVICE REPRESENTATI'JE 550 E. KING STREET . P. O. BOX 946 . YORK. PA 17405 Menu Option: _ DP Billing Id 967 967 50.00- 306.69 256.69 01 01 PAYMENT KEROSENE ~ \>-e. ~+lb (\ ~ rC-t.--k & 1'--J-.rL F5=Refresh F6=Show ALL Trans F12=Cancel ~ c--4 Cv Bottom '-- R-U- l1l:~ ., " ,--",,> / /. -' ~v~ \', c- , ~ ~ -J v v0 -, ~, :> \"-- {' /~ ,;;, i!(; :/i/ ,{ - 1 / ,{~~-,} ~, '/ ;...:. ~ lJ\ .\ -0" ) -, -'"\:)) ~ r::> -...-.Jp- D --- ...j () f..:. },. .:t~ , j',) (,'1 1;'1; ~ 1.') w ~.~. d Q -- -, ~ :J \:'--- <:'0 " -1: )> c. c. iD ~ ~ f/) m < 1;' m :Il 1D .0 <: m ~ a; c. ti I" f,,~il' ~ ~ ~ V, 7'co!T1 .... :UOA ,., ~~~ -Pi- 5i0lf/) m V ? ~~- <:: m:J]~ )> ~ Gl--- ~ '~ ... o '" 6 "' ... m '. ".,-:"--, ' , !.~.,.~., ~ ~ l' ~-o\l ~~~~~f'ft' ~? ?f,) l~, ~ b ':"',i~~ll r----~ I:: ' " i,",'" . 0 .~t 'l,~ u.. itt' l~ .. It \.;; HI q I.~ .... 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"';: iliz~ "'$n ~ ~.~. gfii ~~}' hi ~~_" ~ gEJ ! ~ .~ fI! mii ~ ~ ~ !; C ~~~S ~~~~-- 0-1"0',.. ~~~ ':'Br i"-<!!j 8 ~~g .~ ~~~ ---~ ~ -<>~"' gj~ ~~~.~ <=> m-",o ~~% i.,," .... :lm~ - 8 ~~~m 8 ml:; :u -I ~ !c: i"~ ~ ~~ ~ i", Bit... illl'l~ ~'" 2S 0<: - .~ ~ f; .~ lB '" I' '- ,. ~ ,. ;:: qJ (:; ~ ~ ~ ;g ~ ~gj~~~~~ - - [Il '" n S~~ ~ :0 ~"",,,.';'''''',flo. ~~O;NOElg ~i;;~~ill'::li;; ~ Q )> 8 ~ aH.n:::!~:O -<.....j......, 0 cn>r{,lrn ~gi~~~ ::;;0 mCl' ,,_ ):tom ." c:D C3 g 00 _ nl o t3 I 8 ~ ~...", ~O"lJ ",-<:D cnc>>z 0"'''' S '" :D )> m :D <:> m Z m '" ~ nl ~"O ",(l5 "0 m :D ~~ ~R "'~ >- :DO <:>z m., ;5- 000 ~m -i(f) mn :c :!j (5 z '" :E1\ _ .. 0< I\) i "8 1;l 6 ~~ <n Z ln~ _0 ill1 ('5'< ~:t :a- ecn il: "'~ g J!!e ~ ~- l: ~ ~ ~ E! m 'Ii F ~ n ~ :E c m o :;; ~ 8 ~ ~ ~ ~ ~ ~ ~ g <n <.> :!!j 8~ ru c -" c ~ .<= ~ ru ".. c C c C""f';f>' , ,. ~ iil.. . "'6e' m.,.... !B!:n <=...m ~mii :::~~ Stl!i:a ~~~ _~8 III -.... - ......-f' ..' ....-. ...-..~ .. ,,,! ",," "!.Ul 0", . ~~'2.~li~ ~~~.~\\ 'If.'in"'-olllDQ. Q. a:'" C~ - .. c.,-J ~.,,\, 20.' -;;S<:-t;. . ~-; q:a 0::-. . -. a: : g~ UI ~=: ~ ~j 1-0:\6 . -. (Il '" too-: lU<>> t-: ...,,~ ': :"(U-r- :-:C:C.O~ . ':!~~..- ~;d4.<( ":~C)(l. '"1 R C) U1 ;?iJ~d> ~~t~ .;. tt:. v, '::i ~~~O - Cl ~ 'S ~ ~~ ,. ~ 3 W. U <Jl .. z \~ ~ a: -------- , .,,; WI fJj Department of the Treasury l\'ltamal Revenue Service PHIL~DELPHI~, PA 19255 Oalp of this notiCf1: Sf? . T<1xpayer klentityinq Nlllnher Form: 1040 .(",PeriNI: 3, 2001 210-44-6962 DEC. 31, 2000 For (I;::.~i~t:'\nce- YOll m<lV call us at: 1-800-829-8815 1"II.,I,..\,II.,I,I.I.,III"I.."n.,I..I,II""",II,",1111,1 CALLER ID: 980003 WILLIAM P 62 SPRING CARLISLE HERSHEY GARDEN EST PA 17013-9263620 WE CHANGED YOUR ACCOUNT 16221-057-43954-1 WE APPLIED A CREDIT TO YOUR 2000 TAX ACCOUNT DUE TO NEW LEGISLATION. WE USED (OFFSET) ALL OR PART OF YOUR CREDIT TO PAY YOUR PAST DUE FEDERAL TAX AS THE LAW REQUIRES. WE WILL SEND A SEPARATE NOTICE TO YOU ABOUT THE. OFFSET. IF YOU HAVE ANY QUESTIONS, PLEASE CALL US AT THE NUMBER LISTED ABOVE. STATEMENT OF ACCOUNT ACCOUNT BALANCE BEFORE THIS CHANGE CREDIT ADDED -- OTHER ADDITIONAL LATE PENALTY SINCE PRIOR NOTICE INTEREST CHARGED AMOUNT YOU NOW OWE $5,520.10 DUE 300.00CR 27.14 109.81 $5.357.05 THE AMOUNT YOU OWE INCLlIDES THE INTEREST ON THE PREVIDUS AMOUNT(S) OWED. THE INTEREST IS FIGURED ro THE DATE OF THIS NOTICE. PLEASE PAY THE FULL AMOUNT BY SEP. 13. 2001. IF YOU'VE ALREADY PAID YOUR TAX IN FULL OR ARRANGED FOR AN INSTALLMENT AGREEMENT, PLEASE DISREGARD THIS NOTICE. IF YOll HAVEN'T PAID, MAIL YOUR CHECK OR MONEY ORDER AND THE TEAR-OFF STUB FROM THE LAST PAGE OF THIS NOTICE. MAKE YOUR CHECK PAYABLE TO UNITED STATES TREASURY AND WRITE YOUR SOCIAL SECURITY NUMBER ON IT. IF YOU CAN'T PAY IN FULL. Pl.EASE CALl. US TO DISCUSS PAYMENT. PAGE 1 PHILADELPHIA SERVICE CENTER 210-44-6962 TAX PERIOD, DEC. 31, 2000 EXPLANATION OF PENALTY ANO INTEREST CHARGES THE PENALTY AND INTEREST CHARGES ON YOUR ACCOUNT ARE EXPLAINED 011 THE FOllOWING PAGES. IF YOU WANT A MORE DETAILED EXPLANATION OF YOUR PENALTIES AND INTEREST, PLEASE CALL US AT THE TELEPHONE NUMBER LISTED ON THE TOP OF THIS NOTICE. l! $27.14 PAYING LATE - IRC SECTION 6651 WE CHARGED A PENALTY BECAUSE, ACCORDING TO OUR RECORDS, YOU DIDN'T PAY YOUR TAX ON TIME. INITIALLY, THE PENALTY IS 1/2% OF THE UNPAID TAX FOR EACH MONTH OR PART OF A MONTH YOU DIDN'T PAY YOUR TAX. NOTE, EFFECTIVE FOR MONTI1S BEGINNING AFTER DECEMBER 31, 1999, THE FAILURE TO PAY TAX PENALTY (FTP) FOR INDIVIDUALS WHO FILE A TAX RETURN ON OR BEFORE THE DUE DATE (INCLUDING EXTENSIONS), IS LIMITED TO HALF THE USUAL RATE (0.25%, RATHER THAN 0.5%) FOR ANY MONTH IN WHICH AN INSTALLMENT PAYMENT AGREEMENT IS IN EFFECT. IF WE ISSUE A NOTICE OF INTENT TO LEVY AND YOU DON'T PAY THE BALANCE DUE WITHIN 10 DAYS FROM THE DATE OF THE NOTICE, THE PENALTY INCREASES TO 1% A MONTH. NOTE: WE WILL NOT REDUCE THE 1% FTP EVEN IF YOU FILED TIMELY AND HAVE A VALID INSTALLMENT AGREEMENT. TilE PENALTY CAN'T BE MORE THAN 25/; Of THE TAX PAID LATE. IF YOU THINK WE SHOULD REMOVE OR REDUCE THE PENALTY, SEE "REMOVAL OF PENALTIES - REASONABLE CAUSE." * $109.81 INTEREST - IRC SECTION 6601 WE CHARGED INTEREST BECAUSE, ACCORDING TO OUR RECORDS, YOU DIDN'T PAY YOUR TAX ON TIME. WE FIGURE INTEREST FROM THE DUE DATE OF YOUR RETURN (REGARDLESS OF EXTENSIONS) TO THE DATE WE RECEIVE YOUR FULL PAYMENT OR THE DATE OF THIS NOTICE. THE FOllOWING TABLE SHOWS THE TOTAL INTEREST CHARGES ON YOUR ACCOUNT. IT MAY INCLUDE AMOUNTS CHARGED BEFORE THIS ADJUSTMENT. THE CALCULATION USED FOR COMPUTING THIS INTEREST IS PRINCIPAL X FACTOR. From Date 04/15/2001 OS/2812001 06/3012001 To Date OS/28/2001 06/30/2001 09/03/2001 Days 43 33 65 Rate 6.0% 6.0% 7.0% Factor 0.009466161 0.001256299 0.012542565 Total Principal 5426.00 5520.10 5560.11 Interest~ Interest 51.39 40.07 69.74 161. 20 WE COMPOUND INTEREST DAILY EXCEPT ON LATE OR UNDERPAID ESTIMATED TAXES FOR INDIVIDUALS OR CORPORATIONS. WE CHARGE A SPECIAL INTEREST RATE OF 120 PERCENT OF THE UNDERPAYMENT RATE IF, - THE RETURN, NOT INCLUDING EXTENSIONS, WAS DUE BEFORE JANUARY 1, 1990, - THE UNDERPAYMENT WAS MORE THAN $1,000. AND - THE UNOERPAYMENT CAME FROM A TAX-MOTIVATED TRANSACTION. WE CHARGE INTEREST ON PENALTIES FOR LATE FILING, OVER OR UNDERSTATING VALUATIONS, AND SUBSTANTIALLY UNDERSTATING THE TAX YOU OWE. ALSO, WE CHARGE INTEREST ON FRAUD AND NEGLIGENCE PENALTIES IF THE TAX RETURNS, INCLUDING EXTENSIONS, ARE DUE AFTER DECEMBER 31, 1966. WE CONTINUE TO CHARGE INTEREST UNTIL YOU PAY THE AMOUNT YOU OWE IN FULL. l! ADDITIONAL INTEREST CHARGES IF THE AMOUNT YOU OWE IS $100,000 OR MORE, PLEASE MAKE SURE THAT WE RECEIVE YOUR PAYMENT WITHIN 10 WORK DAYS FROM THE DATE OF YOUR NOTICE. IF THE AMOUNT YOU OWE IS LESS THAN $100.000, PLEASE MAKE SURE THAT WE RECEIVE YOUR PAYMENT WITHIN 21 CALENDAR DAYS FROM THE DATE OF YOUR NOTICE. IF WE DON'T RECEIVE FULL PAYMENT WITHIN THESE TIME FRAMES, THE LAW REQUIRES US TO CHARGE INTEREST UNTIL YOU PAY THE FULL AMOUNT YOU OWE. INTEREST PAID BEGINNING WITH TAX YEAR 1991. YOU CAN NO LONGER DEDUCT INTEREST YOU PAID TO THE INTERNAL REVENUE SERVICE (IRS) AS AN ITEMIZED DEDUCTION ON YOUR FORM 1040, SCHEDULE A. PAGE 2 PHILADELPHIA SERVICE CENTER 210-44-6962 TAX PERIOD, DEC. 31. 2000 -OTHER, THAN U.S. MAIL INTERNAL REVENUE SERVICE NET RATE INTEREST NETTING CLAIM 1160 WEST 1200 SOUTH MAIL STOP 6800 OGDEN, UT 84201 FOR INTEREST YOU OWED THE IRS OR THAT THE IRS OWED YOU ON OR AFTER OCTOBER 1. 1998. THE IRS WILL TAKE REASONABLE STEPS TO IDENTIFY THESE PERIODS AND APPLY THE NET INTEREST RATE OF ZERO. HOWEVER. TO ENSURE THAT YOU RECEIVE THE NET INTEREST RATE OF ZERO FOR OVERLAPPING PERIODS. YOU SHOULD FILE A FORM 843 FOLLOWING THE PROCEDURES DESCRIBED ABOVE. REMOVAL OF PENALTIES - REASONABLE CAUSE THE LAW LETS US REMOVE OR REDUCE THE PENALTIES WE EXPLAIN IN THIS NOTICE IF YOU HAVE AN ACCEPTABLE REASON. IF YOU 8ELIEVE YOU HAVE AN ACCEPTABLE REASON. YOU MAY SEND US A SIGNED STATEMENT EXPLAINING YOUR REASON. WE WILL REVIEW IT AND LET YOU KNOW IF WE ACCEPT YOUR EXPLANATION AS REASONABLE CAUSE TO REMOVE OR REDUCE YOUR PENALTY. THIS PROCEDURE DOESN'T APPLY TO INTEREST AND. IN SOME CASFS. WE MAY ASK YOU TO PAY THE TAX IN FULL BEFORE WE REDUCE OR REMOVE THE PENALTY FOR PAYING LATE. ERRONEOUS WRITTEN ADVICE FROM IRS WE WILL ALSO REMOVE YOUR PENALTY IF, -YOU WROTE TO IRS AND ASKED FOR ADVICE ON A SPECIFIC ISSUE. -YOU GAVE IRS COMPLETE AND ACCURATE INFORMATION. -IRS WROTE BACK TO YOU AND GAVE YOU A SPECIFIC COURSE OF ACTION TO TAKE OR EXPLAINED WHAT ACTIONS NOT TO TAKE. -YOU FOLLOWED OUR WRITTEN ADVICE IN THE MANNER WE OUTLINED. AND -YOU WERE PENALIZED FOR THE WRITTEN ADVICE WE GAVE YOU. TO HAVE THE PENALTY REMOVED BECAUSE OF ERRONEOUS WRITTEN ADVICE FROM IRS. YOU SHOULD, -COMPLETE FORM 843, CLAIM FOR REFUND AND REQUEST FOR ABATEMENT, -REQUEST THAT IRS REMOVE THE PENALTY, AND -SEND FORM 843 TO THE IRS SERVICE CENTER WHERE YOU FILED YOUR RETURN FOR THE YEAR YOU RELIED ON ERRONEOUS ADVICE FROM THE IRS. THE THREE DOCUMENTS YOU MUST ATTACH TO YOUR FORM 843 ARE: -A COpy OF YOUR ORIGINAL REQUEST FOR ADVICE FROM IRS. -A COpy OF THE ERRONEOUS WRITTEN ADVICE FROM IRS, AND -A NOTICE (IF ANY) SHOWING THE PENALTY WE CHARGED THAT YOU NOW WISH US TO REMOVE. RETURN THIS PART TO US WITH YOUR CHECK OR INQUIRY YOUR TELEPHONE NUMBER BEST TIME TO CALL ( ) 64.289 16221057439541 57.089 o AMOUNT YOU OWE.................. .$5.357.05 LESS PAYMENTS NOT INCLUDED. $ PAY ADJUSTED AMOUNT........ $ 200134 07,09 16254-999-05099-1 INTERNAL REVENUE SERVICE PHILADELPHIA. PA 19255 WILLIAM P HERSHEY 62 SPRING GARDEN EST CARLISLE PA 17013-9263620 21A 1..,11I,1....1.1.1.1..1.1,1..1.1 210446962 VO DODO 30 0 200012 670 00000535705 PHILADELPHIA SERVICE CENTER 210-44-6962 TAX PERIOD: DEC. 31, 2000 . INTEMEST REDUCED IF WE REDUCE INTEREST THAT YOU PREVIOUSLY REPORTED AS A DEDUCTION ON YOUR TAX RETURN, YOU MUST REPORT THIS REDUCTION OF INTEREST AS INCOME ON YOUR TAX RETURN FOR THE YEAR WE REDUCE IT. INTEREST REMOVED - ERRONEOUS REFUND THE LAW REQUIRES US TO REMOVE INTEREST UP TO THE DATE WE REQUEST YOU TO REPAY THE ERRONEOUS REFUND WHEN: - YOU OION'T CAUSE THE ERRONEOUS REFUNO IN ANY WAY, AND - THE REFUNO DOESN'T EXCEED $50,000. THE IRS MAY REMOVE OR REDUCE INTEREST ON OTHER ERRONEOUS REFUNDS BASED ON THE FACTS AND CIRCUMSTANCES INVOLVED IN EACH CASE. ANNUAL INTEREST NETTING EFFECTIVE JANUARY 1. 1987, THROUGH DECEMBER 31, 1998, THE INTEREST RATE WE PAID ON THE OVERPAYMENT OF TAXES WAS 1% LESS THAN THE INTEREST RATE WE CHARGED ON THE UNDERPAYMENT OF TAXES. AS OF JANUARY 1, 1999, THE OVERPAYMENT AND UNDERPAYMENT RATES OF INTEREST THAT WE PAY AND CHARGE ARE THE SAME. EXCEPT FOR CORPORATE OVERPAYMENTS. IF WE REFUND AN OVERPAYMENT WITH INTEREST AND WE HAVE TO INCREASE THE TAX AT A LATER DATE, WE GIVE SPECIAL CONSIDERATION TO THE INTEREST ON THAT ACCOUNT. IlN THE TAX INCREASE MADE AFTER THE REFUND, WE WILL CHARGE THE LOWER REFUND RATE OF INTEREST (UP TO THE AMOUNT OF THE REFUNDl FOR THE SAME TIME PERIOD THAT WE PAID INTEREST ON THE OVERPAYMENT. REQUEST FOR NET INTEREST RATE OF ZERO GENERAL RULE - IF YOU OWE INTEREST TO THE IRS ON AN UNDERPAYMENT FOR THE SAME PERIOD OF TIME THAT THE IRS OWES YOU INTEREST ON AN OVERPAYMENT, YOU MAY BE ENTITLED TO RECEIVE A NET INTEREST RATE OF ZERO (THE SAME RATE OF INTEREST APPLIES TO YOUR UNDER- PAYMENT AS YOUR OVERPAYMENT). TO RECEIVE THE NET INTEREST RATE OF ZERO FOR INTEREST YOU OWEn (OR PAID) THE IRS, OR INTEREST THAT WE OWED (OR PAIDl YOU BEFORE OCTOBER 1, 1998, YOU MUST FILE A FORM 843, CLAIM FOR REFUNO AND REQUEST FOR ABATEMENT. FOR MORE INFORMATION ON THE FILING REQUIREMENTS FOR THE FORM 843, SEE REVENUE PROCEOURE 99-43, 1999-47 I.R.B. 579. REVENUE PROCEDURE 99-43 ANO FORM 843 ARE AVAILABLE ON THE WORLD WIDE WEB AT WWW.IRS.USTREAS.GOV TO QUALIFY FOR THE NET INTEREST RATE OF ZERO, THE PERIOD OF LIMITATION FOR CLAIMING A REFUNO OF INTEREST ON AN UNOERPAYMENT AND THE PERIOD OF LIMITATION FOR CLAIMING ADDITIONAL INTEREST ON AN OVERPAYMENT MUST HAVE BEEN OPEN ON JULY 22, 1998. GENERALLY, THE PERIOO OF LIMITATION FOR CLAIMING A REFUND OF INTEREST ON AN UNDERPAY- MENT IS 3 YEARS FROM THE TIME YOU FILED YOUR TAX RETURN, OR 2 YEARS FROM THE TIME YOU PAID THE INTEREST, WHICHEVER IS LATER. THE PERIOD OF LIMITATION TO REQUEST AODITIONAL INTEREST ON AN OVERPAYMENT IS 6 YEARS FROM THE OATE OF THE REFUND. YOU MUST FILE FORM 843 ON OR BEFORE THE CLOSING DATE OF THE LATER STATUTE OF LIMITATION PERIOD. MAIL FORM 843 TO: U.S. MAIL INTERNAL REVENUE SERVICE NET RATE INTEREST NETTING CLAIM P.O. BOX 9987 MAIL STOP 6800 OGDEN, UI 84409 PAGE 3 ~ U<" <" lV \-CUll Y wa( me mtorm-anun here given IS correerty copIed tram ;1.n original certificate of death duly filed with me as Local Registrar.' The original ceniflcue \\'ill be forwarded ro the State Vital Records Office tor permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. lI""~"""~ii 11/,r~~\.\H.QF pl;:t.~~._ f~Y~1'.f/.o'\,- !/i,;....!l'.Iii.......... . '\; <':::'<-.' Il~; .<,. . \~1 ::''''''=',....:a '_, !~II'}h' ,~~~ t*'~ . _" ,-', y.*~ 'i. *,,, ;.. . "~/ ..~A~~~l" '---~rA/fNT U\~""", ~""",.""",,""J1JIIJ '5:i',_~, ~tu.~~~ Local Registrar Fee for this certificate, 52.00 P 7402195 JUN n;, 2 2001 Dace Hl05_,<<~..... '191 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH (Coroner) P~INT , ~Nli:NT KINK NAMEQFOECEOENT(f"""M'''''",Le..\ UNOEII'YEA'" N(l<lrll. 0..,. UNOE"', o,o,y I100n Minur.. Hershey OATEOF!IllI.TIo\ (Mon1rID.av._' '" 2.Kale S1lVfFIU!NU"'~EIl 5OCtAl.SE:ClJMV~" ,. 210-44-6962 D#eOFOEATH(_, 010,\"""1 .. May 28. 2001 p 62 Spring Garden Estates II. Carlisle, PA 17013 "",,"llf.A'SNAMElfinl,M_.l.uIl ,.. Lawrence A_ Hershey, Sr. IN OfII""'NT"SN""'l yr;wPMQ 1 Mary J. Hune 1 ~ET~OOftll ITION IIIoIIal ~ C'MlIl""" 0 Rem<we\ln>mSW-O OIl'...-($pecIy' OECEOENl'"S ACTUAL AESrOEI'ICE ~,-""""". ~-- 11',$1". e:Fl/OuIQIl_~ :;::"'0 IT'I" 0 Dec 31. .. POFOEATH "'" ..."""'" ,......0 b. FACILlTYNA~EllJnaI',*W\Ior1.g,.,.C1.._r.umbltl BlM~Clii:{CdV_ SIPOfF.-gnCourCl'y) Carlisle, PA ? Cumberland Carlisle Carlisle Hospital k. M. l)E1(\"'S \iAl.OCCI.lPA.TION KINO BU~NIi:S$ljNOUSTIIV ~~~<l<>~~~"~ Party Outlet I1t Fork11ft Driver 11 . OECEOENT.SMAIUNOAOO/lESS($l,..._CtyfT"""_SIIl4l.IIflC<l<lI) wo.SOECEOEI'lTEVElllN IJ.:!L AAMEO'ORCES? .....131 ~O ~ENT'SEOUC.o;I"lOlt '- (1-4Of5+) "LSTATUS.W.l'fItd ,",*M~WiODloed. --, Divorced South Middleton SUflVlVlWQ SPOUSE \Il.....~__J l1b.eo.... "" - ~.. Cumberland -,;.,? n...D =~:::Ol ~'''mroE!'ly"\1~~'iS!,rt INFO,IlMANT'SMAlUI'lOA o.qESS/Slrllll.~.SwII.l9~ 20 S in Garden Estates. Carlisle. FA 17013 PLACEOFOlSPOSlTlOH. .....ol~.ry.C,.mllD'Y LOCAl"rQN. .~. CoOl OtOl_~ lCenterville Merorial Park Newville, PA N.O,MEAt40AOQ6f:SSOffACrLITY 22~.1.Ilg !jrotners Funeral Hare, Carlisle, UCENSENlJ~8EA Ii: 1~,o.V."'l n~......_1l'IeCI" .., " I'Iv E ENSEE / '" L 17241 FA 17013 OJQ"EP~UNCO AQ(MonL'1.D.a'l'_l u M 21. May 28, '2001 21,"'ATI: Emer"'-cfj..._.ltlju....O'OCImpll<:.'oon......ic:nCII.....arr>.a....'h.oo""'.n'."....~olav..g..ucnu"."_Of~.rraol.Il\ocllOthH""'Me Uelanlv......_on..oI1rine , . W'SCASEI'IEFEIIEOlO EOlCALEllAMlNE ...1lJ ...0 Occlusive Coronary Artery Disease OUETO(OIIASACONSEOUENCEOf) ,ApIlra.imlle :-~ ~_.""""'" n:O/lIeIolQIWIl<:lt'lt_~IO_.1\llI MIl~"""'~_g;...,..l'IUlTI OlJElO(OA-'SACONSEOUENCEOfl' OUElO(OA ASACONSEQUEkC<:\P1: .. WEREA PSVFINOINOS 1UlJ~!IUlPAIOATO COtI.l'\.ETlOItOl'CAlJSE OFOEAtH1 '-lANNEFlOFOEAl'H CMfEOFII'tIUl'l.'<' lMonlt1,~""r) T\I\lECF1J'iJURY IHJUIIVAT " OESCAIBEHOWINJUIlVOCCUIU!EO. 't.....al !l o o -~ p-....~ o o " O PlACEOf'lI'tIUflV,,oJ.IlOme.1."",11,,,,,,. Il000000olIIoI tN-.g,..c,lSPIl>lvl .... ~ D NoD ...0 ...0 -. ,,,. I... Clll'Tll'lffl~""'v""'J .CPTINlNQ""".ICIAJlII(Phyecer<.~_d__."""'..pi'1ve<:..,,....Pr""""rcldclMth.""."""~"""l3) ""'1l'IIo_0I"'Y_~,a."""_"'"llueIO....CI~M(.lellCl....n_..ot.Iec:I.. ...~ N. Coulclt1Olbedel_ined Coroner o ---- CMfE81GHEDIManm. o 1.. J Ma 29 NAME AND AODflESS Of' PEASQf<I WI'lO COMPUrrEO CALISE OF OEJQ:H l"1lITI271T'IlNafP'lnI Michael L. Norris, Coroner 6375 Basehore Road. Suite #1 Mechanicsbur , Pa. 11050 DATEFILEO(_.OI'1'~ -, 2001 'I"IIOHOLINClHGA~CllII'TII'YINQPHYSIClJlNIPhrsocOenbolllJlfo<'OUlll::ll'Q'""'nat<l~I<>'"'__..c_) Ta..IIorM"'''''I'~,_1XC''''"It_"_.a..e.."apr"''e..''''a''''IO"...lyM(.II''''mln...r.....1ed .tQ;DleAL DAMINI!NCOAONl!1'I Ontht.....ot.._.".'kN>lIINUorlnYeetlptla<l,l<\myopimorl,c.llt1oc:.urredM'h.lI'".,...'.,.ndp'ace,.ncld...lOlhe_l.,"nd _.._M.........., ,..........,.......................... 31., i\E'1lST"-'WSSlDNATVAEANO ~". ~. ~tu..&..-t; ~,II;l,III()1 ~. .30 d,CO\ STATE OF PENNSYLVANIA COUNTY OF CUMBERLAND SHORT CERTIFICATE I, MARY C. LEWIS Register for the Probate of Wills and Granting Letters of Administration &c. in and for said County of CUMBERLAND do hereby certify that on the 5th day of June A.D., Two Thousand and One, '- Letters TESTAMENTARY - ~ .' in common form were granted by the Register of said County, on the , late of SOUTH MIDDLETON TOWNSHIP estate of HERSHEY WILLIAM P (LAOl, ~lKol, MluuL~j in said county, deceased, to BOLLENDORF BRENDA A (LAol, ~lKol, MlUUL~) and that same has not since been revoked. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of said office at CARLISLE, PENNSYLVANIA, this 5th day of June A.D., Two Thousand and One. File No. PA File No. Date of Death S.S. # 2001-00531 21-01-0531 5/28/2001 210-44-6962 ~ (j ~ "b> ~~) 'f 41 Register NOT VALID WITHOUT ORIGINAL SIGNATURE AND IMPRESSED SEAL LAST WILL AND TESTAMENT OF 11 BEll KNOWN.\ltl,lV'//;'Cl..' f? 1I-er"Sh~'1 r<t",dJi" (fsl;':'i<5 c-<lr,IJ,"Collnly of C"H,b.,."r..,c! , bei!li! ,olll1d mind, do l'wl;e and declare this to be my expressly revol;;nQ ,ill my prillI' WiI!> ~Illd Clldici:S at uny tllne made. , a resident of (;,.::1. oSf''- ''''1J , in the State of ~ ~ Last Will ,md T,',lament I. PERSONAL REl'UESENTATIVE: I apPl,inl Dr^("YlJ<\ ,4- r3,'II~I,~~()yf: o1'b). S 1"""1' ...c,(el~", st.:tt.S c..:::I'''' ,I. sloe. ~,/7"0.. as Per:;'JI1ul R"presentalivc uf this my Last Will and T<',slamcnl and provide if I ' 111,\ f'nsollal Rl'J"cs,nt"livc is uuablc or unwilling to serve then 1 ,'ppoint -z:-,,'It< I'" f" m ,1/ bn. "'~ ~ .. of c..... .-/,$)..... 1'",. . as allcrnal\: P,:rs.jllal RCPlo.:',CIli.ltive, My Persona! Representalive shall he authorized to ".UT) ont aU j" .,]vhi'1Ils .,,!Ilh Wil ;\nJ ['a:. my ju,.' dehts. ol'ligalion.s and funeral eXpt'nses I furlher provide my ri.:f'~,on;11 RCPI'CS(i'.t;!tP.'c ~~kl1! Ik~l be'n.::quin:d tp po.';;l suret\- h,~l,\r j:t dw. ur ~::;~. !,'h'r H.,j..,fidjno. :md llir(~lt lhatno ~,\I":n ~pprai"il b~ madc or my I,',"aW lI"!C":i IC'luirt'd by l~\~ , , ' ;1 i. . ' ,14': II. (;l'ARDlAN: In the cwnl 1 sh;,:1 ,Iic as the solt' parc'll of minor children, then I appoint " as Guardian of ,aid minor children, If this nnJlled Gumdian is un"blc or lIl1\nlling to S>:Irc, thcn l.\ppoint a" alternatc Guardian, I': 'I I !II HEQl!ESTS: l direct that "ner payment or all my .i ,1st dcbts, my prop'~rty be bequcathed in thc manner following: ,.. ..... /.... e ((I,' e -Co r3('~nc(('- 1'1 r)C'lle."lav F f1'\ Y he"., ~ c.....'t f.,)... ",,: G'i, ~:"~'~1 Sf,."i ilJ t:--'P,J<: 11 [sTc.t1:<.,> C C1 r Ii ~I ~ 14..., 1101 ']. I'1"J T L~l<Ve.. >>1'1 pr"F,r:; sllt\V;"'J"t" f:fn...,lc... 1"tOoll't."JetlT= bJ... 5r~f";>1J {.-(\yc/~., tsTa.7:;-<~, carlIsi... 11'... 110/3 AY1J To t3 r't!',., J,.... 1-1 130/1<, \ J H P or {,A. >r,.."..... 'J [~Ct.,"Jtv1f [;5'ftl'f>: 5 (' C~1 I, ~ I ~~ i&. I'll' /3 1: Lee>." (" f.'tlf f'<'I'SC>1o(;L ( t,;. .tlC"'9 .- "'j; Cl.. " ,1 0." Y. 1J1C'1I'~1r. -c1'l\T "'''7 ~T'/I l;~ t'\<I,,",l 1;'" ,'1<.,' Page .L "f _?__. tv;::,~~g~~;;>- Te~talor Signature ~ ~c-:c ~ "fIIf'J1l1~. ~",f",,,.,.,.,... !.Ill'" ~.~... ....,,,.., ",...J ,j....<J 1,11 II1ll"1l< hl(;f1~':; Cfl$UI: i'l1i1WVl!f It vou (}rut ;tll"fornfa li1ness ~~f ",.~ purpooe ar.cl"n. E-Z t ~ F",m<; IlI'd u:e !claller 0'0..10;1"' ('('I m~()Slll'lIul,.':", or Wd:/<:II'IY. t:l~~"€SS or irrlj)llt'tt. ".r, ff)~~ tc 'r,e rfIF:'I::'.03f:l1Iblity t,j ~ 'Of,!", lor Qj' \11!endFK1II~"" or Pdt~ KIIJ7-IA MilE, 'I -j1";'.~; :-. , .':J'e 'j' Execute and att~sl before a nO(llrv. ~ ' "' Caution: Loui~la/la rcsidt'nts should consull an attorney before preparing a will. :r- ev.:.cld.. Cd<t.. -Cc '''''-/.(~ vl.T.... -Clle<.':t. f'r'of,!" j/-ar;J 7$ <.</,"(;t..., t"/""/;'1 ;4;.tct..~s Lr~ 0"cd''''nrJJ) ('F.h'<< L<>,-cc"t-<,( ih ,~.,:c.fJ("<n4..'tli ,,/ '7;/ /J .!c.,t4~..c._I1:f~--- Test;Hor Signature /.,;;.---' " Page _L.:--~ Jf ..~. . .. '1 l' . '. ~~(llii \_,j:; )'A..... '>I M' tIVl~llI)U 10'''1.5 lll/lll!>'ll ~ yo...r I"Kpr'!,I? <1.1<'1 l/506. f."~Z P-~~fh. ~'i\': ~JJaer ~1~ria145~~mtfl~~~f,-~~~~ri~r (>\:~'(~~~~)lr ':~'r~~r'~~1 7rj,;~(;' If: !tie (l,HrdW,'_tlbilw ::,1 !hi" In~M ~llf """ ,l'U~"1o.rl ,...... ,",' ,,, .-.,..nA KI07 iB .t. , I , ,:~ 't".., ':.'.'" ", ! -? IN WITNESS WHEREOF, , haVc' hereunto set my hand this , Il/,l' ; { ,199 f" , to lhi~, illY LIst WiI! .mo Testament. ~t,i2~=- ~t.4"~~_ Testator Signature I ?'I~ay of i , ,\ + I IV. WITNJ;~SSED: , The testator has signed Ihis will at ,he end and on each olher separate page, and has deda::td or f>ignilicd in our prl,"enCt' thai il is hi;;/her last will and testament, and in the presence of Ihe testa- lor and eiKh other we have hen:unlo subscribed our names this day of 19 flZttl..t'\"t ~lJxz(:r1.-- Witncss Signature d:L~,4f<-4l!~~___ .-__' Whness Signature ~""1.:~'Yl.J&.!::.~}!.~l'--~__ Williess S~~ture l. _--.3Jj__J?:.>~"'.;......"_ C ,', c'\, \::.!;......._. Address (~~f'. , h2 5;'r, <<101e05 .€'sT r:Y..41"Ii/S _..____._____,..p'--_."". .._____.._._____ <L Address ~";.-" "". . '.:{ I';". !C. f I'. _2:L.z?e{'iJ'.fSb.;.~J2(.:...._(C< .-(. ?{-< ~ Address tI ACKNOWLEDGMENT Slate of r e:'{{'fl"-,.,(..v''>.f.//>\ } , () ~ County of C VI",r:;"u....p,! g , ~ ~;g:~(;Jf;"=~ ~;,d~~~~:J'~~,..1 the testato -Mid Ihe wilnesse', lespceli.-c!}, whose nam.:s ,Ire signed 10 the all.lehed ilod fOl'<.\oing instrumcnt, were SWOln and declared to tI,e undersigned that the testator signed the instl1Jll1cnt as his/her Last Wilt and Test,nncnt and that ca<:h of the witnesses. ill Ihe presence of the testator and each ~,ther, signe~ ~il~~t~~. :;, . re~tator4..~.<:2'~.1$-..!.~ .:::::___ Witness; J!/1.L~ _ ---- WinJess ~ ~ _ Witness; J*-~.ll.7~""j,t?.:^..!/ -Q..'---:' '." 1\ () a ')7 :> '" _..h r- '" N '-:>,\ \.. 't..:....- On I-\(''''l-- AI (,I, before me. 'l->\<..<:.<'" A c... -', Ull' . , appeared -rf t v~ \ (;,.,." p. Idefu I:ff~ personally known to me (or proved to Ille on the basis of satisfactory evidence) to be the pcrson(s) whose namc(s) is/an: subsctibeLl to the within instrument imll ircknowlcdged 10 l11e that helshclthey execlJted the same in hislher/their anthori"ed capacily(ics), and thaI by his/her/their ~ignalllrc(s) on the ill,stnlfllcn( the pcrson(s), or Ihe entity upon behalf of whieh the person(s) acted, elccul.:d tk instrument. WITNES~,~~~offkial seoll. __ ,... ---t:- ~ --'-- ~-..STgn"ture- - ___._____.____._ t. ...., Notanal Sa;}l 8rClnda E. Snyder, Notary Public Carl~~le Bora, Cumberland C01.IOly My Commission ExplresJl.lty 2.1, 2000 3- tlll' af "n.yvan it AS$CCI.afIOI'l, Cllftf.' c:. "Page _,__~_ of .,...___._' ? ''''rY''' (>, f . ,-- r,,'if c.! '- ,o;..r;:. V C E-Z Legal form' 1992. n6kn~ you IJ:ot: l~l!~ Ivll~'. r'~;t(l ,., ""i in !r1i!11llanks Coo:J\JIt J :i:l\.\I'YEr II 'i'QU GOl.bt ~)fo! lorm'$ P!l16f;S br )"'.Iltr purpor.c;, al'd ujj,Il. E.I Le<;,al form' and the I'fJtai.." maJot.l m ffit.'r~:i'~I'I..d/CI1 Gr 'I";jfl<.tl'r,'. ~... ;,,'pI-I,.,..;w. ."..-..-t h.llhl. IIl1,~,;h"',19bjllfv ~Ilt~ 'orrr. 'Jf An illlellf'l9d use or purpose Aftiant. _+-:-!<rown____prOJuce~ ID~ Typ~ 01 ID ..IA-.j) L __--;-- (Seal) KJOl.IC