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Home My WebLink About96-00572 \ : ~ I V) I ..... ~ 0 , CD - <'6 .. . c 0 .. VI .z ~~ .. . PETITION FOR PRODA TE and GRANT OF LETTERS L I' I (~. ,(,'" No, r0L::::..3lo - .:;;, rl ,_}....J To: Regisler of Wills for the DefeusecJ, County of r:w,mllH MHl In lhe I hlJ - 'l' - llTI J I . Social Security No, Commonwea lh of Pennsy vania The pel it Ion of the undersigned respectfully represents that: Your petitioner(s). who is/arc 18 years of uge or older an lhe cxeeUI /"Y in lhe last will of the above decedent, dated r', I.",. ''I ' I and codlcll(s) dated .{ Estate of Il/atnt also known us ( . 19 ?J"ed (Sllte rdevant circumstances, C.I. renunciation. death of executor, etc.) Decendent was domiciled at death In .. ( h t:; .- last family or principal reslden,e at I' (',' . ~ .-, 0 '7 . (' . I' (, , (....' , r. . ~ I '.1 i ! ,I. \ I~ ~ ,1 /1 .~ I J (Ust streett number and muncipaJity) County, Pennsylvania, with _ ")or, 'I .- ' i . I, ~ , Dec dent,lhen 'J " . ",' ~ , 19' / f, at l (, I ;- , Except as follow' decedent did not marry, was not divorced and did not have a child born or adopted after execution of the 'rill offered for probate; was not the victim of a killing and was never adjudlcaled incompetent: I'. t1~ Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All persol1a1 property (If not domiciled in PD.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County ":'alue of real estate in ~ns.Ylvani ~' O. (" ( sltua ed as follows: .' I, ','f' {f~ / 1 , '. ( t1 (1.",_ ~.' .- o! ' (. $ -:3, ~- rY~ V - , $ $ $...1./'" . ['('" . '" " WHEREFORE, petitioner(s) res'" ully reque t(s) lhe probate of the last will and codicll(s) presented herewith and the gram ,.; ;,.-.ers . (, 'r" niSlralion c.I.a.; ildminiscration d.b.D.c.l.a.) theron. i c u '0- .- ~ II':: "'~ -g.g .': ':;'~ '1l'_ ~o ;; c .. iii L~ L . 'r( . ~ '. , J ()~ 'f ~, ~ I:' ,\} --~..- -. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } 55 COUNTY OF CUMBERLAND The pelitioner(s) above. named swear(s) or arlirm(s) that the statements In the foregoing petition are true and correct to lhe best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well anq truly administet the estate according to law, ! (' ' Sworn 10 or arlirmed and subscribed { , (. '( , '. \,' " '" before me lhis 9TH day of . ~. ""/' : I ,1UI Y ( . 12' !? /lltllcrf!';iUu, ',' I' ,,, c;J../J /~/lt ...~.i" ' ~ IS _ II ;;., ..: 1(\ ARY C LEfIlS Re/:;srer' :1 2 " N 21 - 96 - r, 72 O. Estate of r~ERflY LU WIllIlEN , Deceased DECREE OF PROBATE AND GRANT OF LETIERS AND NOW JUL Y (2, 1996 19_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that thc instrument(s) datcd FEBRUARY ? 19% describcd thcrcin bc admitted to probatc and filed of record as thc last will of ~lERRY LU WARflEN and Lcttcrs I t ~ Il\['ltli I ilK Y arc hcrcbygrantcdto flOBIN WARREN FEES Probatc, LCllcrs, Etc. ......... $ :ns. 00 Short Ccrtilicates( 3) ... .. .. ... $ 9 .00 Rrnunciation ....".......... $ -~-t"ages ~ .lJU JCP $ S. 08 TOTAL _ $ ?SR.OO Filed . ..~~~Y..~~ I. m.L.......,....... ((!. (!Jl~ ,\ '(< f)j rfJ) " &:1 C;; (0 . , , Repster or Wills ( (I v MARY CLEWiS iN l<(r ( i) rlclv'c,-;},'" ;). '77 J(d_ A1TORNEY (Sup, Ct. I,D, No.) /I I HJ'r} /, JII e." It's (, f,? 17,'lj . .1ADORESS ,V) .5 - ~' 51 3 PHONE 00 '" ,') cr=- ,":" .. " .. , r- I .:.; , ; , ~~ -' Called attorney on 7-2?-96. 21 - 96 - 572 00 '0 :o~ c- =1(': U> :'7l n b~ q <- c:: r ... , , \0 < " c; ;D ;:; c~ , \0 iil S. 01) c: 0 ~;::. J>> ~ d....r~l\"llh\'*.III'II,WII 1lLa!.it ]DIill aub Westalneut OF MERRY LU WARREN I, MERRY LU WARREN, of 1902 Douglas Drive, 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: It is my desire that I be cremated and it is my request that my family comply with my wishes in this matter, THIRD: I direct my Executor to divide my items of personal property between my three daughters, in accordance with a list of property to go to each, which is attached hereto. Any of my personal property which does not appear on such a list shall be divided by my three daughters, KAY SANTOFF. VIRGINIA WARREN and ROBIN WARREN, as evenly as possible. (:\lttr~I\\ll-III.\lttalll'n \to'11 FOURTH: Being mindful of the factlhatl have provided certain funds to my daughter, VIRGINIA WARREN, during my lifetime, and that she will receive certain insurance money at my death, I give my tract of land in Somerset County, consisting of fourteen and one-half acres, more or less, to my daughters, KAY SANTOFF and ROBIN WARREN, to share equally as tenants in common, or in such other fashion as they may mutually agree, FIFTH: All the rest, residue and remainder of my estate, of whatsoever kind and wheresoever situate, I hereby give to my three daughters, KAY SANTOFF. VIRGINIA WARREN and ROBIN WARREN, in equal shares, per stirpes, LASTLY: I nominate, constitute and appoint my daughter, ROBIN WARREN, to be the Executrix of this my Last Will and Testament. In the event that the said ROBIN WARREN, shall be unable to serve as Executrix for any reason, I appoint, my daughter KAY SANTOFF, as Executrix, No Executrix shall be required to file bond in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal this .1(;\ day of -1---, ,~, \ '1\ ~:., 1 ",,\, " '.'\'. ,1990 ~.~~ Merry(Lu Warren SIGNED, SEALED, PUBLISHED and DECLARED in the presence of: 2 c;\wr51\,,-m..'w...m.wil COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss I, MERRY LU WARREN, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that 1 signed it as my free and voluntary act for the purposes therein expressed. Sworn or affirmed to and acknowledg~ before WARREN, the Testatrix, this:..J,'('1 day of ,-.', \ MERRY LU ,19~ '--- ~~ ~ Wtl~Ao-lJV' Merry Lu Warren, Testatrix l-l )~)f l J ( l \- t1>"~ (lAf,_ _ ! Notary Publi - r NOTARIA:.Sm I Ilt~ltNE ~ARHEVXA NooIIY I'IllIc I CJ:1!.,'.CclT'bttlaooCollty,Pa. . __~_~.~~8,,!.~~~S&'~ 3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ss We, James D. Flower and James D. FlO\~or, Jr, 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 Testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by James D. Flower and James D. Flower, Jr. this .:J,\d daYOfkb\.( (n(~J 19~ ",'l' I\)' Witness I, ~~t:~ ~~ ~ I, ~i. \ . lrY\~.. ;! - ;V) _ ( ((I t/'. . c' < l () Notary Pub IC NOTAAW.::'ii.... ._---. "'ERLENE IJAilHEV:(A. ',~t..') ~.JJ'r; c..f,^~,CU:'l'bt':...I")JC~"~"11'1 11., Comr.1S"'Jll f I' ;.,,~, ", ';.~. _......__... ._..u.. __ . 4 \. ~, .... :-':i " " t " ; . o. , I 'l. ",._J . < L,.J < , ., " ~_ I () It' \r. me.: ~i ~l 0: i..)(J ~ I:l: III ~ ~ ... ~ o ;; z Ii !:; ~u~~ ~ ~ S g; ~ - ... ); ~ c; It '< il l': ". 015"':15 1 ~ :;J ~~~ r' ~ 0-:1 ==- 5 l ~ >< O...l_", ~ ~ - a c.: ~ ~ III ~ 5>. ... 9 '" ~ ~ . . ^ i II-. , . ff- Namc of Dcccdcnt: MERRY LU W^lmEN Datc of Dcath: July 5, (lJlJh Estatc No.: 21-1)(,-0572 To thc Rcgistcr: I ccrtify thatnoticc of thc heneficial interest rcquircd hy Rulc 5,(I(a) of the Orphan's Court Rulcs was scrvcd on or mailed tothe following hencficiarics of the ahovc-captioncd cstatc on August 5, IlJ%. Namc ^ddress Noticc has now hccn givcn to all pcrsons cntitlcd thercto undcr Rulc 5.6(a) cxcept: Nonc Mrs. Rohin Warren, 23114 Colston Drivc, Silvcr Springs, MD 211IJ III Mrs. Kay Santoff, )911 Long's Gap Road, Carlislc. PA 171113 Mrs. Virginia Warrcn, 4H Dcpot Strcct, Pcckville, PA IH452 Date: August 5, 19% =1 lWER. MORGENTH^L, ROWER & LINDSAY .'1 In:) '1:) Namc Address .James D. flowcr, Jr. II East High Strcet Carlisle, PA 171113 (717) 243-5513 \ ' " ~ Telephonc 9 [,.. (" 6[: Ll; - i:,' ,), Capacity: _ Personal Represcntative , . I -':\ .2- Counsel for Personal Representative llIi I~OO (J. 1"UI w ~ ...... uo:~ wo.u ",00 u"'~ S" I ,;- - / / ) -- / (l INHERITANCE TAX RETURN RESIDENT DECEDENT (TO BE FILED IN DUPLICATE WITH REGISTER OF WILLS) "~:~.~,, ":~~.u... COMMm,WfA1TH Of '('m~HliM~IA Dt,..TMHH Of RI~WU( 01" 1I0Ml lfU't~'URCi 'A 11171060\ .- -ol-Zi-ui.'~1 !t~AMI ;~All-- 'IUT ~~~U ",-'-UOIl -;~il'IAll ..... 'OA DAIIS 0' DIATH Ann 12/31/91 CHICK HIAI IP A SPOUSAL POVIArY CAlDIT IS CLAIMID 0 PILI NUMBlR 21-96-0572 COUN'!.C;OO~_ VEIIR NUM&f; 01( IOHil!t lO"'~lf 1( AUOIUll ~ .. W e u w Q ~<l!:re!lI_~!QgY_J'-\)--r---'- -------,----- !tOCIAlllICUIII, 'IUMUI {lA, II 01 UIA'" JO"'II OI.I.ht 2Ji9-42-6311 7L5/').6,__ 1l/.l2J'20_ ,.. ....'""" ."".',... '",,'",. ...., '"'' ,." ..., .."" """'~,lo~:" II(U"" ..t;.". 1902 Douglas Drive Carlisle, P^ l70l3 cQ~III._Cumbc..r.l..anrl A"'OUNI AIl(IVIO 11l1f lu!tuuClIOt~!t1 rn I 0';9;nol Re'u," 0" Limited Euale 0 Aa fvlurfl Intflunt Campramilfl (la, dalel 01 deolh oller 12.12.82) ~ 6. Deud,nl Died Tellole 0 7 Deudent Mointoin.d 0 Living Trull IAlloch copy of Willi {Alloch copy of Trult) ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAflON SHOULD BE DIRECTED TO: tIAM! COM'LII( MAllltHi ACOIB!t C 2 .~ .... .W '0 ~.. 8~ lliJ: InlPHONI tlUMIU 243-5513 .. o ;:: S '" ~ A: .. u w '" I. Real eltote (Schedule A) 2. Stach and Bond. ISchedule 8) J. Clollly Held StodclPortne,.hip Int"e.' ISchedule C) ... Mortgage. and Notll Receivable ISchedule 01 5. Cosh. Bonk Depo,it. & Mile.lIan.oul Pellonol Prop.rty (Schedule EI 6. Jointly Owned Property (Schedule fl 7. Tron,f"IISchedule GllSchedule LI 8. Tolal Gran Aue" (tatolline. '.7) 9. Funeral bpen.", Administrotive COlli, Miscelloneous ElIpen... (Schedule HI 10. O.b.., Mortgage Liabilities, li.ns ISch.dule II 11. Tolol Deductions (10/01 Line. 9 & 10) 12. Net Value of Esta'. (Line 8 minus Lin. 11) 13. Charitable ond Governmental Bequ.'tl (Sch.dule J) lA. Net Value Subject to Tolt (lin. 12 minulline 13) 15. Spousal Tron,fell (for date. of death oher 6.30,9"1 St. Inllruclionl for Ar,plicoble Perc.ntoge on Reve"e Sid.. Ilnclude value. rom Schedule K or Schedule M.I 16. Amount 0' line 14 1011 able 01 6% role (Indude volul1 horn Schedule K or Schedule M.) 17. Amount of Line 14 10lilobl. 01 15% 101. (Include volue. from Schedule K or Schedule M.) 18. Principal tax due (Add to.. from lin.. 15, 16 and 17.) 19. Credill Spousal Poverty Credit Prior PO.1menh +$6,00U.00 z o ;:: .. >- '" 0. :E o u " .. ~ Supplem.n.ol Return 03 05. Remainder R,turn liar dot.t of death prior 1012.13.82' federal Etlate To... Return R.quired _ 8, Tolol Number of Safe Depolil Bout Flower, Morgenthal, Flower & Lindsay II East High St., Carlisle, P^ l70l3 (II 111.790.00 (21 131 141 151 21.594.3B ( 61 (7) (8) l33,3B4.3B (9) ld,nS9 dq (10) 3,BB7.34 (111 l7,946.B3 (121 1 1 ~ , d 17 ~~ (13) 0 (14) "~,d17 ~~ liS) o x._= (16)115,437.55 6.926.25 o )( .06 = (17) )( ,15 = (18) 6,926.25 Dilcount +$315.78 Inler.tt 6,3l5.78 (19) (20) 20. If Lin. 19 it gr.ater Ihan line 18, enler the difference on line 20. Thit it th. OVERPAYMENT. gO Check here if you aro'requestlng~a'rofund'o~your overpayment: 610.47 121) (2IA) (2181 6JJL..4.1 21. If line 18 it 9reoler Ihon line 19, enler the diff.r.nce on line 21. Thit it the TAX DUE. A. Enler the inl.r." on the balance due on line 21 A B. Enter the '0101 of line 21 and 21A on Lin. 218. Thit it the BALANCE DUE. Malle Ch.de Payable '01 Regl,'er o' Will., Agen' ~ ~ BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND TO RECHECK MATH -<-< Under penoltiel 01 perjury. 1 declor.thotl have ....arnined thil relurn. including accompanying schedulet ondllolemenl\, and 10 the bell 01 my ~nowledgl! and belle'. if it true, correct and (ompl.le. I declare thot all reo! eltole hat been reported atlrulJ morkel \'a1ue Declarallon of preparer olhN Ihan Ihe p.non01 rep,.len.ohwe 's baled on all information 01 which preporer hOl ony knowledge ---a-L03 ~Gtu.!.-~IL'S' 'fI~~r~ .B2ht~llf~tl fal filiNG AlfUIN c- AOO~!~ll . 23~04 eols ton Dri vc.' \Lu. OAIl ,,-, . JCl'vU>"'-. . eX fU'-____SilveL.SpLing- J1D209l0-- Noy.emb.ez:.J54J99' "0"""".. '''...,.c..,,';....~'''Z..p~ 11 East High Street ,.., -r-~L \J-S-Jr--V---;-J J ,CarHsle, Ph 17013 Novembera:-).,...l99, ~ l. Act #48 of 1994 provide I for Ihe reductIon of Ihe lax ralellmpol.d on Ih. nel value of Iranderllo or for Ihe ule of Ihe Ipoule. The ral.1 01 prelcrlbed by Ihe Ilalule will bel · 3% (.031 will be applicable for ellal.1 of decodenll dying on or after 7/1/94 and before 1/1/96 · 2% (.02) will be applicable for ellalel of decedenll dying on or after 111/96 and beforo 1/1/97 · 1% (.01) will be applicable for .110101 of deco/denll Jtlng 0,1 or <,1ter 111/97 end before 111/98 · Spoulallranderl occurrIng on or after 1/1/98 will be exempl from Inheritance lax. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING A CHECK MARK (1"') IN THE APPROPRIATE BLOCKS. YES NO 1. Did decedent make 0 transfer and: a. retain the use or incl'me of the property transferred, ...........,........................................... b. retain the right to designate who sholl use the property transferred or its income, ............... c. relain 0 reversionary interesl; or .......................................,........................................... x X d. receive the promise for life of either payments, benefits or core? ....................................... 2. If death occurred on or before December 12, 1982, did decedent within two years preceding death transfer properly without receiving adequate consideralion? If death occurred alter December 12, 1982, did decedent transfer property within one year of death without receiving adequate comirl~rn'ion2 ..... '........... '. .......,..' ..,...........................,................................... X X 3, Did decedent own on 'in trusl for' bank accaunl at his or her death?..................................... X IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, . YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. X X UY.1S01Ufllll1'1J ~ ~, ,^ . r- COMMOt~wrAltu or PUUWtlVAfllA IfliHlIlTAtlcr '"'' flrtUIH4 IIUID(tH DlClDIHI SCHEDULE A REAL ESTATE ESTATE OF FilE NUMBER . ..,.. I~arren, Harry Lu 2l-96-0572 (P,opOlly lolnlly-own.d wllh RighI 01 SUlylYOllhlp mull b. dl"lol.d on Sch.dul. Fl AII..al..la'. .hould b. ..pa,l.d 01'01, ma,k.l yalu. which I. d,flned as the price at which pfOp'fly would b, u,changod b,lwoon a willing buy., and a willing nU.r, n,lIh., being comp,lI,d !~+~uy^ ,or .~II, both having rlosonabl, knowledge 01 tho "I,vonl 'ocll. ITEM VALUE AT DATE NUMBER D[SCRII'IION Of DEAHl I. ALL THA'l' CERTAIN tract of land si tua te in North Hiddleton Township, Cumberland County, Pennsylvania, more particularly known as 1902 Douglas Drive, Carlisle, Pennsylvania. Actual sale price $ l07,500.00 2. ALL THAT CERTAIN tract of land situate in Allegheny Township, Somerset County, Pennsylvania, consisting of l4.3 acres of mountain land valued at $300.00 per acre. See attached appraisal of James F. Custer, Realtor 4,290.00 _. _TOTAL (Also onl('l on line I. Recopilul_~lion) {II more space is nrcdp.d, inu!" oddi'ion~1 shrr's 01 some size.} S lll, 790.. 0.0 ',...IIIIII.t'"1 ITEM NUMBER . SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Plea.e P,lnt 0' Tvpe LE NUMBER 2l-96-0572 COMMONWI AIIH Of ',HNSYlVANIA IHHunANCl 'AI I"UIH IUtDIN' DfCfDfH' Warren, Merry Lu DESCRIPTION AMOUNT I. A. Funo,al Expon.o.. B. 4, C. 1. 2, 3, 4, S. 6, 7. 8, 9. Hoffman-Roth Funeral Home, Inc. $ l,397.50 Admlnl.t,atlve Cost.. None o 1. Personal Representative Commissions Social Socu,ity Numbor of Porsonol Roprosontorivo: Year Commissions paid 2. Allornoy Foos Flower, Morgenthal, Flower & Lindsay Family Exomption Claimant None o 4,00l.53 3. Rolotionship Addroll 01 Claim anI 01 docodont's dooth Slrool Addro" City Stoto Zip Codo Probato Foo. Register of t'lills, Letters Testamentary 250.00 Mlsullaneous Exponse.. The Sentinel, Advertise letters 72.47 Cumberland Law Jour.nal, Advertise letters 60.00 Frank D.potteiger, Auctioneer, personal property app . 40.00 James F. Custer, real estate appraisal lOOtOO Jack Gaughen Realtor, real estate commission 6,450.00 Recorder of Deeds, l% transfer tax l,075.00 Home Paramount, pest inspection and certification 25.44 Frank D. Potteiger, Auctioneer, public sale comm. 448.53 The Patriot News Advertise car f TOTAL (AlIa onlor on lino 9. Rocopitulation) S CONTINUED (If more space is needed, insert additional sheets of same size.) 1tV.ISlJlhl'.II, -!:@~ COIoWOHWIIoUH or "NH"tWoHI'" lH"II".HCI 'AI .nUIH ."JOIN' OICIDIN' SCHEDULE I DEBTS OF DECEDENT, MORTGAGE L1ABLlTIES AND LIENS ESTATE OF PI.a.. P,lnt 0' TVp' fiLE NUMBER 21-9(;-0572 Warron, Norry Lu ITEM NUMBER DESCRIPTION I. Robin K. Sollenberger, tilX eollector, 1996 County ilnd 'l'ownship Real Estilte '['axes $ 2. Carlisle Suburban Authority, water/sewer account 3. Proration of 1996-97 School Real Estate Taxes from 07/0l/96 to 07/29/96 4. Cathy J. Smith, Tax Collector, 1996 County and Townshi Real Estate Taxes for Alleghcny Township 5. United of PA, telephone account of 7/l3/96 6. P. P. & L. Co., bill of 07/l9/96 7. Carlisle Hospital, account 8. Carlisle Suburban Authority, account 9. Walsh's Lawn Service, mowing lO. First American Home Care, nurses ll. George Santoff, reimbursement for miscellaneous items l2. P. P. & L. Co., account l3. Browning & Ferris, Inc., trash removal l4. Walsh's Lawn Care, mowing l5. T. V. Cable of Carlisle, Inc., account l6. Cathy J. Smith, Tax Collector, Allegheny Township, 1996 School Real Estate Taxes TOTAL (Aha onlo, on lino 10. Rocopi.ulolionl (If mare space is nt!eded. insert additional sheets of same size.) , AMOUNT 344.43 75.25 91. 88 28.47 44.79 258.l9 9.92 116.50 l59.00 2,496.l5 22.05 77 .97 lO.43 53.00 22.87 76.44 , s 3 887 34 IIV.UUU.\Ul1 ~~ CCMMO...wIALfH O. pf","'lflVA...'A IHMltrfANCIUI IIWIN IIIIOINI UClDINI SCHEDULE J BENEFICIARIES FILE NUMBER ESTATE OF Warren, Merr Lu -, r. ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE OF ESTATE A. TOJl,abl. a.quIIIS: 2. Hobin \'larren 2304 colston Drive Silver Spring, Maryland 20910 Kay Santoff 19l1 Longs Gap Road Carlisle, PA l70l3 Daughter Personal property and l/3 of residuary estate 1. Daughter Personal property and l/3 of residuary estate 3. Virginia Warren 48 Depot Street Peckville, PA l8452 Daughter Personal property and l/3 of residuary estate ITEM NUMBER NAME AND ADDRESS OF BENEFICIARY AMOUNT OR SHARE OF ESTATE B. Charitable and Governmental aeque'IS: 1. o None TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Alia onlor on Hno 13, RocopilulOlion) IS (If more spaco is needad. insert odditlonal shulS of same tile} c;\WrJI\WIII""'lnm.wll IEast ~nrill attb ill~staltt~ttt OF MERRY LU WARREN I, MERRY LU WARREN, of 1902 Douglas Drive, 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: It is my desire that I be cremated and it is my request that my family comply with my wishes in this matter. THIRD: I direct my Executor to divide my items of personal property between my three daughters, in accordance with a list of property to go to each, which is attached hereto, Any of my personal property which does not appear on such a list shall be divided by my three daughters, KAY SANTOFF, VIRGINIA WARREN and ROBIN WARREN, as evenly as possible. c:\wrsl\..m..\wamn.WI1 COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND I, MERRY LU WARREN, Testatrix, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed, Sworn or affirmeg to and acknowledg,ep before me, by MERRY LU WARREN, the Testatrix, this .;J,-,d day of ..::;J(Ij) l, ( ,'n. 'd f , 19~ Cf 1'v\t~ ~ WQ AA o.LjV' l Merry Lu Warren, Testatrix lft)e.l.( (l \:try~~' " ltk-f_ _ I Notary Publi NOIARIALS<.ll ~ERU:NE ~ARHEVXA Noouy I'IllIc Clr~.. C<illlbol.an<l co"". p~ 'I.,Comr.'lISJJOnElDi't1MoW 3 c:\wpS l\wiU.\wllrrn.WII COMMONWEALTH OF PENNSYLVANIA ss COUNTY OF CUMBERLAND VVe, James D. Flower and James D. Flower, Jr, 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 Testatrix sign and execute the instrument as her Last Will; that she signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that to the best of our knowledge the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by James D. Flower and James D. Flower, Jr. this -:;:2,\d day of ..lb\..r In ;tl' 19~ (j ~~~:N~ ~. , , i I. Notary Public NOTARW. :r::i7" MERtENE MARHEI'M .;~;!, nil'" CiMII. Currbc"-11)J (;"i1o!"4 !~, Mr COmr:1~~.l e':."2:';;:::1~.._ ._. _... 4 I \~tl_t Stlt_t u.s. Deportoont 01 11au.lng ~ ~ TIT! r. 111.10 ID^ 1I.1rr. fY) and Urban Dev.l~nt OMn ,,_ ,<11.">< O. Type 01 Loon 6. f t It NUllIber I 7. loan Uuwr B. Mortgage Insurance Cas. NUllIber Conv.ntlon.l 96,156010 c. Nent: Th~' for_, Is furntshld to O'~, you It statllltnt C?t,'clu~l sel~l'Mnt costs. haunts paid to I!ln~ by _the UUI_MMt .y.nt ar. shown. It..s ..rkld "(p,O,t.J" Wlr. pa d outside thl closlno: thlY art ,hown hlr. ler Inlor~tlona purpos.s and ar. not Included In the total.. O. HI" a~ A(J~rns o! Dorrown E. He.. and A~rns ~t. S'!!~r f. NUl end Address ot _llndtr VOGT, JR., Giorgi A, EST AlE OF "ERRY lU UARREN CotlSOllOATEO "ORTGAGE VOGY, Flor. ", by Rob," Warr.n, EI.tutrlx 3900 Trlndl. Rood R,O, .3 Do. 3486 Co.p IlIll PA 17011 SoYlor.~ro PA 18353 G, pro~rty loc.~1on It. Stttl.""ot -'Ofl"t I 190 Douglll Drive Sodus & V.rney , Corllol. PA 17013 Tall parul 1.0, No. 29, 16' 1094-1 10 Plact of Stttll..."t I" Sot t l...nl Dot. Carltsle, Pennsylvania July 29, 996 J. Su..ary of Oorr~r's Transaction I.S~ry of Sell.r'. Troo.actlon '00. Gross AKlUOt Due rr~ I1orrower 400. Gr~s A.uunt Due To S.ll.r 101. Contrect sellS pr tee 107,500,00 401. Contract nlts prlcl 107,500.00 102. Plrsonal Property 402. hrsonal property '03. Slltl...nt charges to borrower (lln. 68118. 20 403, 1400) 104, 404, 105. 405, Adj",,_,o lor Ite.. pold by ..ll.r In advance Adjustoonto lor It... pold by nller In atfvenc. 106. CHy/town taus to 406. City/town tun to 107. County taxIS 7/29196 to 1/1197 132.97 407. County taxIS 7/29196 to 1/1197 132.97 108. Asstssments to 408, Assnsllllnt s to 109. School TallIS to . 409, School Tun to 1'0. 410. 11' . 411, 112. 412, '20. Gross Aau'lt Due Fr~ Borrower HI,loA' ''7 420. Gr~s A~t ~ to Siller 107,632.97 200. Aeounts hid By or In Oeholf Of Borrower 500. Reduction. In Aeount Due to Seller 201. Deposit or earnest money 5,000,00 501. Excess deposit (5.1 Instructions) 202. Principal amount of nev loan(s) 96,750,00 502. S.ttll..nt thoro.. to .oll.r (ltn. 7,970.12 '400) 203. Existing loan(s) taken SUbject to 503. Existing loan(s) taken subject to 204. 504, Poyolf 01 ftrst mortgag. loan 205. 505, Poyolf 01 ,econd mortgage loan 206. 506, 207. 507. 208. 508, 209. 509. AdjustoonlS lor Ite.. unpaid by s.ller Adju.t..nlS lor lu.. unpaid by seller 210. City/town talllS to 510, C fly/town taxIS to 2". County talllS to 511. County tall" to 212. Assessments to 512, Assesslllents to 213. School Taxes 7/1196 to 7/29196 91.88 513. School Taxes 7/1196 to 7/29196 91.88 214. 514. 215. 515. 2'6. 516, 2'7. 517, 210. 518, 2'9. 519. 220. Total Paid By/for Dorrower 101,841.88 520,Totol R.ductlon In A~t Due to Seller 8,062.00 300, Cn~h At S.tt\e~nt Froe/To Borrower 600, Cft~h At $ettl...nt To/rro. Seller 301. Gras' Amount due from borro~er (line 114,4A1.17 601. Gross anount due to sell.r (ltn. 420) '07,632.97 120) 302. less amounts paid by/for borro~er 101,84'.88 602. L.ss reduction, In amount due selltr 8,062.00 (lint 220) (I in. 520) 303, Co.h OFrol'll Olo Borrower 12.619.29 603, Cosh IDo OFrofll Seller 99,570,97 UBSTITUTE fORK 1099 SELLER STATEHErIT: The information contained herein I, iMpOrtant tax lnforaatlon and ts being furnl,h.d to the nt.rnal RevenuI Service. If you are required to file a return, a negliglnce penalty or other sanction wtll b. IMpO,.d on you 'f his Ite. is required to be reported ftnd the IRS detenlnes that it has not bnn rtport.d. The Contract SalIS Price described on 1ne 401 above constitutes the Gross Proceeds of this transaction. ou arl required by law to provide with your corrlct taKpaYlr Identification nu~btr. If you do not provide your corrlct taxpayer dentlltcotlon number, you moy be .ubject to civil or crl.tnol penolt . Impose);bY a~. Under penalties Of perjury, 1 certify that h, nUabe~ shown an this/statement is my correct tallpay.r identifies on number I:'/'~. : ~. ~ J1 .... SEllER SIGNATURE' i , -tle c; I. ./ t I ( I "". ' SEl ER SIGIIA1URE -L-- _ _ l ' , ~l--Sll t~A 1'I1'I.F INSlIRANCE ro , U,S. OEVARTHrtlT or 1I0US\tlG 'Yi,~:~~M[~\~1\Hl" -- 1[1'--=-:-.. . .. 700, Total Salls/Droker's Commtsston bas.d on prict S 107,500.00 ~ 6~ . tb,4S0.00 IWd'oJ"lf'\ WO fl~ Dlvhlon of COlllllhslon (line 700) as tollo~s: 701. I 3,250.00 to (.ntury 21: Or.nemon and Anoctaln 5 YrM~1 5 7HNrNI 702. I 3,200.00 to J.ck Gaugh." Rtaltor . 70'. Co..tl,lon paid at 5.t t liMn! 6,450,00 , 704, 800, It.., 'ayBble tn connection With loan B01. loan Origination r.. r. 1.0 g(,? r,0 - 802, loan Discount X 1.~ 1 /. r,l .,.' 803. Appraisal Fee to ?"nOn P 0 C - 804. Cr.dit R.port to 116.00 P 0 C B05. lend.r's Insplctlon FIe to 80b. Mortgage Insuranc. Application Fee to 807. Assumption rl' to 808. IInderwrl tI n~ f'ee ?~,OO B09, Flood Cert. 21. 00 810, Tax Service 70.00 811. Do~. p,."n. 1 SO,OO 900. Ita.. Roqulred by londor to be Paid In Advanco 901. Interut fro. to ~ I /day 902. "ortgsg. Insuranc. pr'lIIlum for months to 903, Hazard Insurance Pr..tum for months to 904. Ovp-rn' ght It'pp . 90S. -.uo, -' 1000. Re..rves Deposited With londor for 1001. Hazard Insurance J lllOnths ~ I per IIOnth I? ,'<'7 "'l,nl 1002, Hortgag, insurance 2 months iJ S per month 2h 1Q 1 51,112 1003. City property ta..s ) IIIOnths iJ S per month 2~. ~7 48.18 1004. County property ta.es months iJ S per lIlOnth 1005. Annual assessments I\Onths iJ S plr IIIOnth 1006. School TaKes 1 months ~ I per month 96.16 Q6,16 1007. months iJ S per month 100B. Aaarecate Escrow Adlustment (21. ~Q' 1100. Tltl. Chorgos 1101. Settl.ment or closing fee to James D. Flower, Jr., Esquire POC 1102. Abstract or title search to 1103. Title eKa.lnatlon to 1104. Title insurance binder to 1105. Document preparation to 1106. Haury fees to Cash 6,00 1107, Attorney's fees to Sodus & V,rn,y 375.00 (tncludes above item numbers: 1101, 1105) '10B. Title insurance to CONESTOGA TITLE INSURANCE CO. I Kay.r and Brown 31Z,OO (Includes above Item numbers: 1102,1104) I 1109, Lend,r's coverage I 96,750.00 1110. Owner's coverage I 107, SOO,OO 1111. EndorsellWnts : 100, 300, 500, B.l 75.00 I 1112. IRS 1099,S nlc I 1113, 1200. Govern_nt Recording and Transfer Charo-s 1201, Rocordlng foes: Deed 123.50; Hortgego S 21i ; Releases' Asn!gn il ",on (~~O 1202. Clty/county/stemps: Oeed I 1,075,00 1,075.00 1203, 5tato ta,/stamps: Oeed I 1,075,00 l,07S,OO 1204. 120S. 1300. Additional Settle..nt Charges 1301, Survoy to Pest inspection ._-- 1302, to Home Paramount ........, 1303, 1996 Co/Twp TaMes to Robin ~. Soller~qrger, TaK Collector -- . - ,~~.;" 1304, 1996.97 School TaKes to Robin (. Soll~nberger, Tft~ Collector --." 1,l',ft," 1305, \later/Sewer to Carl hle Suburban, Account flo. 0: 07BOl (peld through 9110196) -- 1.1.... :' :.. UIV1 'nh' 5eU'.--' "'r-. '.nter IV1 line' 10' ...,,- J ..... 50' 5....- K' '"l'.111\. .'11 ; '.:=~ l~ ~,. ".IP' ''1'DL\ I have caretullY rev11wed the HUO.l SETTLENEIlT STAlU1ENf and to thl! best of ~knOwled\l" 1'111'1 \,ulIO' II i. 1 .. t i statelll9nl 0 a l rtc, Pl~ and d11buC!oflll'!lnts made on Illy account or by lIle in' traf\~"2t IJII I fltl"'." DO" 'I' "1"'1 r," ", .l,! , a copy 0 . ttuO'l ~ T :EH In S ATEI1EPIT. l " L l '. ,,,'. ..... .,.' C-r ' I --;._t1.ff{f ..../t:llh.",..:."I-.,.._ ~ , , s., l_r\ knowledg' the HUO.1 SETTLEMENT STATEHEflT which I hllve 1""11"'." III;" 1"tD 0'''' ....uolo .,....,... ,.1 have bee or wiLL be disbursed by the undersignld In Will 't' II.. f1Dltl.",."..., tI,l. 11.......'1.... ,,,O' I........ ,hi," Settl...nt Agent "",. U':I-'INITION OF MI\IU\ET \'AI.' IE: The lI1u\1 prohahle price: "hich a prnpcrl)' ,huuld hring in U cllll1pclilivl,,' mHI upen lt1ar~cl under i111 Clllhliliul1s rCtlubilC III 11 fair ~..lc,lhc hu~'cr Dnd scller, clIch 1IL:lill~ (lnldclulv. krul\ldcdgCtlhly lInu u\!.lI01in1( Ihe ['rice i\ lint Ilneelcll hy undue \Iimulu\, IlIlplicilll1 this dclinilioll hi Ihe C(IU\UlIIlTl:IllllIltlf.1 ".1Ie it!. (If a spccilicd dale .lI1d Ihe pas'iing oflillc lhun ,e1ler hI hUHf 1111I..IcI cunllititlll\ \\-herehy: (I) huyer IIntl seller arc 1)'pkall)' nUlIivlIlcll; (2) hf.uh panics me \\1,.'11 inli.mncd nr \\'ell 11l1\-'iscd, ;nuJ each lIcting in ,..hal he (oll"iiders his UW" hesl inlerest: (3) B rcasoll;lhlc lime is IIl1n\'tclllilr c~flmllrc in the upclIlIlilrkcl: (4) pa)lIlent is lIIildc inlcm,.. ofcu\h in IJ.S. dollars ur in ternl'i of lillllncial nrfilngel1u:nts COJIIIl;lrilhle lherelo; and (5) the pnce H.'llrc\cnh Ihe nnnnal cOII\idl.'rillhll1 lilr the property !\old IIl1il11ccled hy spccial or creiui\'c financing or sales cOllccs'iioll'i. gfillllcll hy llll~nlle i1!\'illcialcll \\ilh the sale. -Adjuslmenls to Ihe cOl11pilrahlcs must hc made lilr !\(lcciill nr crealhc linancing nr sules ctuu:essinns. No udju\unenh arc necessary for those CO\ts \\hich otrc nommll)' pilio h)' sellers as a resuh oflrm.lilinn or III\\' in u II1nr~et IIrca; Ihesc costs arc Icadily idel1tilinhlc !lince Ilu: seller pa\'s theltc cnsls Ir1 virtually all sales transactions. Spedill or creali\'c til11111dng adjustmcnts can he madc In the c0ll1para6lc property by comparisons In linancing h:nns uffered hy a third party instilutiol1allcnder Ihal is not uln:i1dy involved in thc propcrty or In1l1saction. An)' adjustmcnt should not he calculaled nn a mechanic.11 dollar for dollilr coM of the financing or concession hUllhc dolhlr mnounl of any ;'ldjuSIITlCl1t should nppro.'(in13te the JIIarkel's reaction to the linancing or concessions hased on Ihe uppraiser's judgment. CElrrmCATIOS ANIl STATEMENT OF LIMITING CONIlITIONS CERTIFICATION: The Appraiser eenifies and agrees Ihal: I, The Appraiser has ~o presenl or eonlempl~led fUlur~ imer~st illlhe properly apPf'lised: and neilher Ihe employmellllo make Ihe appraISal. nor Ihe compensallon for II, IS eonllllgenlupon Ihe appraised value oflhe properly, 2. The J\ppraiser has no pcrsonal interest In or hias wilh rC!ljlcctln Ihe suhjcclmullcr of the uJIJtl'aisnl reJXlM ur the particip:mls to the sale. The "Estimale ofMar~cl V.lluc" in the appraisal report is nut hased in whole or in pnr1 upon the rncc, color. or national origin of the prospective owners or occupants of the propeny appraiscd, ur upon the race. color or national origin orahe presenl o\\'ners or occupants uflhe properties in the vicmit)' of tile property apprniscd. J. The Appraiser has personally inspecled Ihe properly. bolh inside ond OUI. :lIId has mode an eXlerior inspeelion orall comparable sales lisled in thc report. To the hest of the Appraiser's ~nowledgc lInd helief. all slatements and infnnnaaion in this report arc lruc and corrcct, and the J\ppraiser has not knowingly withheld any significant infonnalion. 4. All contingenl and limitin~ conditions arc contained herein (imposed hy the tcnns Ofllu: assignmenl or by Ihe undersigned affecting Ihe analyses, opmions. and conclusions contained in Ihe report). S. This appraisal report has been made in confonnil)' wilh and is subject to Ihe requirements of the Code of Professional Ethics and Standards of Professional Conduct of the appraisal organi/.3lions With which ahe Appraiser j" allilialed, 6. All conclusions and opinions concerning the renl estate Ihat arc sct fonh in Ihe appraisal report were prepared hy Ihe Appraiser whose signalure appears on Ihe appraisal repon, unless indicaled as "Review Appraiser", No change of any ilern in Ihe appraisal repon shall be ma~e hy anyone olher Ihan Ihe Appraiser, and Ihe AppraISer shall haw no responsibility for any such unauthorizcd change. CONTINGENT AND LIMITING CONDlTIONS:The cenifieali"n "flhe Appraiser appearing in Ihe appraisal reporl is subjeclto the following condilions and to such olher specific and limiting conditions as mc sel forth by lhe I\ppraiscr in Ihe r.pon, I, The Appraiser assumes no responsibilily for matters ofa legal nalure a!Tecling Ihe propeny appraised or Ihe lille Iherelo, nor docs Ihe Appraiser render aor opinion as 10 Ihe IiI Ie, which is assumed 10 he good and markelable. The properlY is oppraised as Ihough under responSible ownership, 2. Any sketch in Ihe report may show approximate dimensiuns and is included to a'isistahe reader in visualizing Ihe properly. The Appraiser has made no survey of Ihe pmperly, J. The Appmiser is not required 10 gi\'c tcsaimony or appear in coun becausc of having made the appraisal with refercnce 10 ahe property in question, unless arrangements have been pre\'iously made therefor. 4. Anr distribulion oflhe valualion in Ihe repon belween land and impmvemenlS applies only under Ihe existing progmm ofUlihzalion. The separate valuations for land and building must not he used in conjunction with nny other appraisal and arc invalid if so used, S. The ^pprniser assumes that there arc no hidden or unapparent conditiC1ns of the pmpcny. 5l,bsoil. or struelures. which would render il more or less valuable, The ,\ppralSer assumes no rcsponsibilily for such condilions. or for engineering which mighl be required 10 discover such faCIO", 6, Infonnalion, eslimales. and opinions furnished 10 Ihe Appraiser, and eonlained in Ihe reporl, were ohlained from sources considered reliable and belie\'ed to be tnlC and correct. Ilowever, no responsibility for accuracy nf!lu~h ilems furnished the Appraiser can be assumed by Ihe Appraiser, 7, Disclosure oflhe eOlllenls oflhe appraisal repon is governed hy Ihe lIylaws and Regulolions oflhe prufessional appraisal organil.alions wilh which Ihe I\ppraiser is allilialed. 8, Netther all. nor any pan oflhe conlenl oflhe reporl, or copy Ihereof(including conclusions as 10 Ihe pmperly \'alue, the identify of the Appraiser. professional designations, reference to all\' professional appraisal urganil.3lions, or Ihe finn wilh wlllch Ihe Appraiser is conneeled), shall he used for any purposes by anyone bUllhe clienl specified illlhe report. Ihe borrowcr if arprnisal fee paid by same. ahe mortgagee or ils succcssors and nssil!.ns. mortgage insurers, consultants. professiona appraisal organizalions. any stale or federally otppro\'ed financial Institution. any department, agcncy. or instrumentality of the t ]oiled Slates or .my stale or the District of Culumbia. \\o'ilhoutthe prcvious wriucn conscn' ofthc Appraiser: nor shall il he convcyed by anlone 10 the public through nd\'crtising, public relations. news, sales. or other media. withoutlhe written conselll and approval orahe Appraiser. 9. On all appraisills, subject to s.uisfactor\' complction, rcpairs. or alleratiuns, the appraisal rcport .lI1d \'allle conclusiun nre contingcnt upon completiun of the improvemcnts in a \\'m~manlike manncr. n /1 I)"TE__[- z- '7 (,___"PP/l"ISER___/1'<-/.':;':-G/~~!'i?t:-&::'_--- (/ ~v? Frank Potteiger Auclloneer . Complolo Aucllonoorlng Sorvi<:e . Your local Ion or II1lne . or I'll buy your enllro 101 Carlisle, PA 17013 (717) 24313011 \\)\", \~ \ lq",", 'A~p..\a.U>c.9. 6tr lY\Cl.U-~ L.u Wo...V\lZn I \'\0.1 Cc'-Q\ttD Q>.. \ GO-A-W-t... P(Io..' 1/0/,3 ~<:l':.~ "'o\~ c.c:r>\€f"\\-", : \,', ~'1 \CVr\p iI \ J., 5 -=- O,,\;. ~ \ 55 = d.\.~"" C,u" \e,,-\-;:. 35 -= ~'n~ \,Co^ \0 -::: -\-~ c.a....\- <&0:::' G'( c I..:> ';,<:.. P \ lAu.. ~ \- 1'\ ~..u->..o 50.,,-\ r~'O s~o Re l (0 , .k 10- .3.::: /00 vcJ<.:<.., .3.:: ~ fr'O P\~ S .:: 'c>-c WI' cX-,....;"" ~D :::: S~"-\"O eP-~~\':> 5:- Sco..\<..D ~O ::- Oo..Y- ("()Lhn. t{ 5 = depho.f'lt 4- :::: ~',)'~~/lt.jo:: J }...W \a""p.s '8 =:::.. er-~~I:J l~~~ (.,,5-:::. (,~LU.J piLJu.'WJ 8e:: I.LlC~(,Il.....+ be.J. "5 ::::.. e~ou...."e.~ Me J 5 == ~Yl'"\ o..D (\-.-m::o - ~:::. lA"- -\-a..bk -+5 d1~ J). 75 ::::- ~ J\ot:.O~ /S ~ si\Lul.I'uj~ 6ou,.., bo-l4~ (5 =. I:::: /Vb v~uz. 'StLVi.i() ",M_h.:.,L 10+".1 f-l ppA ~(..J.; -it 11'-t I{., ::::: c'tv........,.. &""'- Arp\ a.L/x.J2 : jj 40 ==:.. ct:.--,- ~~ O<:T-(lZ-19% IS':l5 rl'\:C B.luk, N.A. ri~l")Il:th.l',\ 1:,:./11-' Oecedent Reporting PNC Bank, N.I.. ~~o ~NC Plaza, 33rd ~lcor pi:taburgh, PA 15222 PNCBANK October 2, 1996 !.a~ Offices Flover, Moroenthal, Flowor & Lln6say 11 East High Street Carlisle, PA 17013-3016 RE: Estate of ~erry !.U Warren. Deceased SSN: 269-42-6311 ODD: 07/05/96 Dear Mr. Flower: pleas. flnd the information you have requested l~sted belo~. Also, please fax me a copy of tho death or short certificate at your earliest convenience to 1_412_762-7149. CERTIFICATB OF OEPOSI~ 121000353917 OCO Balance: Merry !.U Warren or Robin Werren Established 10/31/91 $7,249.09 ~ $297.29 accrued interest Sincerely, ~11~ LUll M. Mahoney Decedent Reporting 1-800-762-1775 ('3) -OT~L eo. COl .- " .'\1.1..2111....1 146811 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OP REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX ~~ D NO. AA RECEIVED FROM: i ACN ASSESSMENT r:'I CONTROL iiII NUMBER AMOUNT JAMES D FLOWER JR ESQUIRE II EAST HIGH GTREET lut "'0, uuv. tJl) CARLISLE, PA 17013 ESTATE INFORMATION, I:t FilE NUMBER g 21-1996-0572 I!:I NAME OF DECEDENT (LAST) i:II WARREN MERlW IoU II DATE OF PAYMENT m POSTMARK DATE . COUNTY GSN 26'7-42-6311 (FIRSTI (Mil CUMBERLAND DATE OF DEATH o r m TOTAL AMOUNT PAID "'6,000.00 CW REMARKS ROFlIN WAIlJ'lEN C/O JAMES D [LOWER JR ESQUIRE CHCCKtI 12'1 :) ,) :,' '~', " "/' I ,I";,,,,' '.;).:... RECEIVED BY .LL~' , '. 1/ !.IGNA1URE I SEAL REGISTEH OF WillS MARV C. LE~II 5 REGISTER OF WILLS , , , ----..---- -. ~_.~ _....'.. .'1:' r 'OlD H'If ESTATE INFORMATION, ~ FilE NUMBER Y 21-1996-0572 I:t NAME OF DECEDENT (LAST) ~ WARREN MERRY LU ~ DATE OF PAYMENT Iii t 1 /22/96 m POSTMARK DATE COUNTY ~. .' ~- D NO. AA 146979 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT Of REVENUE OFFICIAL RECEIPT. PENNSYLVANIA INHERITANCE AND ESTATE TAX . .tv.".,..t...., RECEIVED FROM: fa ACN ASSESSMENT P:' CONTROL iii NUMBER AMOUNT JAMES 0 FLOWER JR ESQUIRE 161 .610...7 11 EAST HIGH STREET CARLISLE. PA 17013 'OtOHII' GSN 269-42-63tl (FIRST) (MI) CUMBERLAND DATE OF DEATH 07/05/96 REMARKS m TOTAL AMOUNT PAID $610.',7 SEAL ROBIN WARREN C/O JAMES 0 FLUWER CHECKIl 131 JR ESQUIRE CW ()", , /' . ;- RECEIVED BY /10 :iv. ,,-', ::" I' .' .;/ :,"- IONA URE t.) . . ;. .'~," " /J,.- MARY C. LEW):, "././1/ /i,' REGISTER OF WILLS ' .' ,. .) REGISTER or WILLS .._ t -~........- , ~.--..~.~ - u... .1-:' -' '- , 1 - '1 rl -I.') --" BUREAU OF INOIVIOUAl TAXES IHulRtfAHCE TAll DIVISION D(PT. laOfaQl HARRISBURG, PA l11ZI.0601 COMMONWEAL TH OF PElmSYL VANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR OISALLOWANCE OF OEOUCTIONS AND ASSESSMENT DF TAX JAMES D FLOWER FLOWER ETAL 11 E HIGH ST CARLISLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN JR ESQ PA 17013 03-03-97 WARREN 07-05-96 21 96-0572 CUMBERLAND 101 Allount Renltt.d ~..... *' .tw'l"'" "'III.tll MERRY L 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 ~ iiEV:is'4TE'iC""Fii-iiF96T'NCfficE--O,,--iNHEiiiTANCE-TAX-jiPPRA-isEilENT-;-"i.l-owAiicE-cili----n---n------ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WARREN MERRY L FILE NO. 21 96-0572 ACN 101 DATE 03-03-97 TAX RETURN WAS: (X) ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN I, Rool E.t.to (Sch.dul. A) III 2. Stock. and Bond. (Schedule 8) e21 3. Clos.ly Hald stock/Partnership Int.ra.t (Schedule CI (3) 4. Hortg.gal/Hot.. Recaivable (Schedule OJ (4) 5. Ca.h/Bank Oapoltt.'Hllc. Parlonal Proparty (Schedule E) 15) 6. Jointly Owned Property (Schedule FJ (6) 7. Transfara (Schedule GJ (7) 8, Tot.l A...t. APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funaral Expanl../Adll. COlta/Hllc, Expanl.. (Schedule HI (9) 10, Dabla/Hartg.g. liabiliti.s/Ltana (Schadula I) (10) 11. Tot.l Daductions 12. Nat V.lua of Ta. R.turn 13. Charitabl./Govarn".nt.l a.qu.sts (Schedul. J) 14. N.t V.lu. of Est.t. Subject to T.x ) CHANGED III ,790.00 ,DO ,00 ,00 21.594,38 ,DO ,DO (B) 14,059.49 3,887,34 (11) ll21 1131 ll~1 NOTE: To insure prop.r cr.dit to your .ccount, subMit tha upp.r portion of this farn with your t.x p.YM.nt. 133.384,38 17,946 R~ 115.437,55 ,DO 115,437,55 If an assassment was issued previOUSly, lines 14, IS and/or 16, 17 and 18 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: IS, AMount of Lin. 14 .t Spou..l r.t. (IS) 16. AMount of Lin. 14 taxabla at Lin.al/Cla.1 A r.t. (16) 17. AMount of Lin. 14 taxable at Collat.raI/Cla.. 8 rat. (17) 18. Principal Tax Du. NOTE: TAX CREDITS: PAYMENT DATE 10-03-96 11-22-96 RECEIPT HUMBER AA146811 AA146979 DISCOUNT ('1 INTEREST (-) 315.79 ,DO ,DO X .00. 115.437,55 X.06: .00 X ,15. llB) AMDUNT PAID 6.000.00 610,47 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE . IF PAID AFTER DATE INDICATED, SEE REVERSE FDR CALCULATION OF ADDITIDNAL INTEREST. ,DO 6.926,25 ,DO 6,926,25 6.926,26 ,OICR ,00 ,OICR ( IF TOTAL DUE IS LESS THAN tl. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE DF THIS FORM FDR INSTRUCTIDNS,) "" ;: y ! -- 0 ~ I':: ,-, J :3 0: ~J' 0u RESERVATION, E,t.t.. of decldent. dVlng on or b.for. Dec..a.r Il, 1911 .. If any lutur. Int.r..t In thl ..tat. I, tran.f.rred In po.....lon or .nJoYlent to Chi.. . (coU_'er.U b~flclBrI.. of thl decedent .fhr the up'ratlon of any ..tat. for Ilf. ar 'at y..t., thl Co..onw..lth ~r~y Ixpr...ly t...tVI. t~ right to appral'l and ...... tran,'.r InherItance Tax.. It the lawful el,.. . (col1,t.r.l) tat. on any .uch future Int.r..t. PURPOSE Of NOTICEI To fulfill thl reqult..ent. of Section ZI~D 0' the Inherltancl end E,tat, 'a. Act, Act 22 of .991. 72 P.S. Section 214D, PAYMENT, o.tech the top portion of thh Hotlel and .ub.1t with your ply.ent to the Rloht.r of willi prInted on the rlVlr.. .Ida. u".. chIck Dr lIOn.y order payable tal REGISTER OF MILLS, AGENT All plyaent. r,cllvld ,hall flr.t ba applied to any Int.r..t which law b. due with enw r...lnd.r appll.d to the t.x. REfUND (CA), A r.fund of . t.x cr.dlt, which w.. not r.qua.t.d on the Tax R.turn, .aw be r.que.ted bw coapl.tlne III "fppllcatlon for Reflond of P8IV1ulvanla Inherltanc. and E.tata TalC" CREY-ISIS). Application. ara avallabl. .t tM Offlca of the Raglstar 0' Will., anw 0' the Z] Ravanue DI.trlct O'flca., or bW calling the .peclal 2~-hour en.warlng ..rvlca nuab.r. for for.. orderlngt In Pann'Wlvanl. 1-800-]62-Z0S0, outslda Pann.wlvanla and within local Harrl.burg ara. (717) 781-8094, TOOt Cl1l) 17Z-22S2 CHaarlng lapalr.d Only). OeJECTIONSI Anw p.rty In Int.r..t not .atl.fl.d with the appral....nt. allowance or dl..llowanc. of d.ductlon., or .......ant of t.1C (Including dl.count or lnt.r..t) .. shown on this Notlc. .ust obJ.ct within sllCty (60) days 0' r.c.lpt 0' thh Notlc. bWI --wrlttan prot..t to the PA D.part.ant of R.venue, Bo.rd of App.als, n.pt. 2810ZI, Harrl.burg, PA 11128~lo21, OR --.I.ctlon to hay. th. a.tt.r d.t.raln.d.t audit 0' th...ccount of the p.r.onal r.ar..ant.tlv., OR --appeal to tM Orphans' Court. AUtUN ISTRATlVE CORRECTIONS I F.ctual .rrors dlscov.red on this a......ant .hould b. .ddr....d In writing tal PA D.part.ant 0' R.venue, Bur.au of Individual TalC." ATTNt Po.t A.......nt R.vl.w unit, Dapt. 280601, Harrl.burg, PA 171ZI-0601 Phone (711) 117-6505. S.e p.ge 5 0' the booklet "In.tructlon. for Inherltanc. TalC R.turn 'or a R..ld.nt Dec.dent" eREY-ISol) far If1 'lCplanatlon of Bdalnhtratlv.h correctabl. errotl. DISCOUHTr If any tax due I. paid within thr.. e]) calandar eonth. a,t.r the d.cedant'. daath, a 'Iv. p.rc.nt (5%) dl.count of the t.1C paid I. .llow.d. PENal TV t The 15% talC a~..ty non-partlclp.tlon pen.lty I. coaput.d on the total of tM tax and Int.r..t ......ad, and not paid b.for. Januarw la, 1996, the flr.t day aft.r the .nd of th. t.x nan..ty p.rlod. Thl. non-participation panalty I. app.al.ble In the .... .annar and In the the .... tl.. p.rlod a. you would .pp.al the t.x and Int.rest that ha. been I.....ad I. Indlcat.d on thl. notlc., INTEREST J Int.r..t I. charg.d b.glnnlng with fl,.t daw of d.llnqu.ncy, or nln. (9) .onth. and ana (1) d.w fro. the data of d..th, to tha date of pay.ant. TalC'. which b.ca.. d.llnquent b.for. January I, 19a2 b..r Int.r..t at the rat. of .Ix C6%) p.rcant p.r ~ c.lculat.d at . dally rate of .00016~. All t.lCa. which b.ca.. d.llnquent on and aft.r January I, 1982 will b.ar Int.r..t at a rate which will varw froe c.l.nda' y.ar to c.l.ndar y.ar with that rat. ~.d bw the PA D.p.rt.ent of R.venue. Th. appllCabl. Int.r..t r.ta. for 1982 through 1991 .rel !!!! Int.".t R.te Dally Inter..t Fllctor ~ Intar..t Rat. Dlllly In..".t Factor 1982 lOX .0005~1 1911 .. .ooazo 1983 16% .aoouI 1988.1'91 II:C .000301 198~ IU .000301 1"2 .~ .ODD2~7 1985 IS:C .000356 1993-1994 7~ .ODD192 1916 I.~ .00027~ 1995-1997 .~ .ooozo ulnte".t II calcul.hd .. followll INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notlc. I..ued aft.r the tlX baco... d.llnquent will t.fl.ct 8M Int.r..t calculation to flft..n CIS) dlY. b.yond the dat. of thl ......-.nt. If ply.ant I. allda aft.r the Int.re.t coaputatlon d.t. .hown on thl Hotlu, additional Intarl" .u.t be calculat.d. STATUS REPORT UNDER RULE 6.12 Name of Dccedent: Norry Lu t'lLlrrcn Date of Dcath: Jul y 5. 199G N 2l-%-0572 o. Pursuant to Rule 6.12 of thc Suprcmc Court Orphans' Court Rules, I rcport thc following with rcspcctto complction of thc administration of the abovc.captioncd estatc: 1. Statc whcthcr administration of thc cstatc is complcte: ~ Ycs _ No 2, If the answcr is No, state whcn thc pcrsonal rcpresentativc rcasonably bclieves that the administration will bc complctc: 3. If the answer to No.1 is Yes, state thc following: a. Did the pcrsonal represcntativc lilc a final account with thc Court? _ Ycs lLNo b. Thc scparate Orphans' Court No. (if any) for the pcrsonal reprcsentative's account is: c. Did the personal representative state an account informally to the parties in intcrest? L Yes No Date: May 7, d. Copics of reccipts, rclcases, joindcrs and approvals of formal or informal accounts may be liled with the Clerk of Orphan's Court and may be auached to this rCP9ft 1998 \, /tlLqp: -k [,/ --- (I lure James D. Flowe\:, Jr. ... \ FL WER, MORGENTIIAL, FLOWER & LINDSAY - lI'l 0 _"2 ~ t"::;t: 'I):.;.' l"'"\ .~c: . :: Q" : , ,~ - '_J - ., " >- !, -- ~ '- 0 ...:.) ,I> ~llJ ?R ' .0 0:0: ~s::: w- ad Name (please type or pnnt) 11 East Hi~h Street Address Carli,It', "Q 170t3 (iiV,' :)!alt', Ip (7171 243,5513 Telephone Number C:lp,cily: Personal Rer.rcscntative x Cuunsel for Personal Representative