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Home My WebLink About97-00743 '" ,I; :~. ~:"~, ". " '.' ~ '., , ,. c" ~ ,,', . i, 'CD .. ""D ."i,':'; '..tn' W -V' , ,:; " ",' " . ' ' ~ - . ..,,'-. "...~ :: ".' ,.;'", ,> .,;,;. ';,.1,." ",- ',; :~:~,:~: ".',."", ,\.-, < ,',\, ,:,\.". '".' -."-,', ::.';'1 ':: ',1"" .', ' " ;",'t;-:" ~, ' ,,; j~1::;t/;;:/, ' " ,,\.., !,f}>:'~.'i' ","':":":;",":" :"':.,-)'.-:'-"":",,, ';,,:''-,-':',':' ",'.... " ." :_:',,::> ~~~i;'~,,:';.:~'; - ;:,'" ..:.- ":' \~p~~0;:~'/::' ~.'.~. :,,~, ~'..- ", "}"i~' ,'.' :{:':' 'j;}:}~:; .," :~~f~}~ ;':.<,: '.i:-'" j : ~.;' ~ " _ _..'~ ~. ,_ ,>' t ,,. _"" \'1:':::- '".";;' "'C' il ! - ",' '~ :"," " :1 ','..,.'..s "".'1', -"', '.',. " "-".' " ILL:., -"~ ,0 ',", ' . ',', . ',,'.,' "'<-' '''.., .',' ",'~ a>> .. i .,..... ""\'.' ',' ,..,', .; I'~~ ' '".':" i.:'~~:; . '. PETITION FOR PROBATE and GRANf OF LETTERS No. 21-97- 14-3 To. Register of Wills for the County of cumberland in the commonwealth of Pennsylvania Estate of IRENE Deceased Social security H. FIGARO, No. 171-07-3955 The petition of the undersigned respectfully represents that: Your petitioner is 18 years of age or older and the executor named in the last will of the above decedent, dated August 13, 1981, and codicil dated July 16, 1992. Decedent was domiciled at death in Cumberland her last family or principal r~dence at 149 cedar pennsylvania 17013. (l.l\RLI~lCt:GRC', County, Pennsylvania, with Street, Carlisle, Decedent, then 86 years of age, died August 29, 1997, at Forest Park Health Center, Carlisle, pennsylvania 17013. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: No exceptions. Decedent at death owned property with estimated values as follows: (If domiciled in pa.) All personal property $30,000.00 (If not domiciled in pa.) Personal property in PA $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in pennsylvania $70,000.00 situated as follows: 149 Cedar Street, carlisle, pennsylvania WHEREFORE, petitioner respectfully requests the probate of the last will and codicil presented herewith and the grant of letters testamentary thereon. Signature and Residence of Petitioner , ~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) The petitioner above-named swears or affirms that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner and that as personal petitioner will well and truly administer Sworn to or affirmed and subscribed before me this 3~ day of September, 1997 '-fi(~ C' ~~p-t-~ VI1Yiu.~*-<r' 15-201-11 No. 21-97-14-3 Estate of Irene M. Figard, Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW september 9th ,1997, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instruments dated August 13, 1981, and July 16, 1992, described therein be admitted to probate and filed of record a8 the last will of Irene M. Figard; and Letters Testamentary are hereby granted to Charles Richard Figard. 'i1~ r,~P-0ffl V ~)J4U~ Reg'-st r of Wi s I. . l,EWIS FEES Probate, Letters, Etc. CODICIL Short certificate(s) x.pages 200.00 10.50 9.00 -iz,.oO Wayne F. Shade, Esquire 15712 ATTORNEY (Sup. ct. 1.0. No.) 53 West Pomfret Street Carlisle, Pennsylvania 17013 ADDRESS 717-243-0220 PHONE . $ . $ Renunciation . $ . . . . . JCP 5.00 $ TOTAL $ Filed. . .SEP:l'~ 9,. 1.'ll97. . 236.50 LETTERS AND ORDER TO ATTORNEY n~) I~J 2."~: ,:~ d L:: - Thi... j... 10 (('nil)' lh;lt !Ill' illflll'lIl,ltioll here ~~i\'l'lI I'" ltlnl'ldy llll'ict! fl 1111 I .111 (l111',lll.1I ,,'1 [i1I"I\l' ld lk.llh dilly Ilkd \\idl IIll' ,I'" Local Rq!,i"'Il";Jf, Th(' (lli~ill;ll Ll'r1ilil';lfe will Ill' !(lI"Wardl.d [0 th,' ....[,Ile \'II,d H"l,1\tl\ l )Hlll' t;ll ~ll'rl1l,lIlellf tiling. WARNING: It Is Illegal to duplicate this copy by photostat or photograph, h'l' l;n Ihi\ ll,'llllll,lIl'. ::'.~.{)(I /.;;;l.i(~\'~~:otil~'~;~ ~"'$-.-. . -~,~~-~, ]~~i .".~~\~ i!~', 'i.."~\ i\ S' II!, .$;1 \~ . ..' '" ," I . ~ \' el', "''''Pi ~~" ...;s... ~, 1',9' ~'f. ~~ '~t- IMiNl ~\ ~ """, _~\'I 4430428 ;\P. ~~.~~~-t~ 1",.11 l{l't:I'dI.H ---------~~ 1),lll' 1991 M'(,~ '.1 ~." 2'8~ COMMONWEALTH OF PENNSYl.VANIA. DEPARTMENT OF HEALTH. VITAL RECORDS CERTIFICATE OF DEATH OOllJrrUI.. .~:.~...-::;;-_._' " " " 'l'Uf ,:r ~ECECE'" '. ." .}<~,. 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'I FlACE ....-.;""""..,81..._....., ~ (!\r<<"'" : .., .;h 1 ~ t. ....Alf.k,5UTU5,...I"~ ......u,,,..o.w_ ao.o<t..:lL'SIlo<:.-.J ~J.ivorced SUAV1111...aSI'OlJSI ,.....2"<"'.....--"......, "" ~_. '...... _"Oflo(Il .1&.0"".,,",,_1_.. '..:;1, ~~ J. i :.! 1 c. " P~FlTII' OI,,""'O".IIc,"'~I;O""""""""lerllO"~!)oJI 'IOl"'l>II~.......""""~tI",,_""'''''.RTI IAQl>t'C.""... ;,"'......""-~ ,.......""~.I~ \. ~"'- q,r" "1.,, "" '-_'!:':..---.r>._~~! <l'!:'.L___,___!:l. <!.~ OU[m(ORI~ICCN~fOOENC[OF1 : ,- OUETOlon'S'CCfJstOlJ(>II:(F)r) "..------'..-.-. .,-.----...--.-----"---...--- , Due rO,[lJ)'s'cOrJ!touu~ce nr, , 'NUIE'UlOpsvm.t,,'IOS .....,l.08tEPAiQA10 CO"'PtElIONCYC'USE O~CUH" "'''''''Ell or O~AI.. O~TEQf L>4JUll' I..."'..:;........' """"Co<l~ J >4.''''1' ... 'ce",","' ~ ...~ -J tCf__"_____..__~ ,''''-,-.."__ Pl"C~ or 1'+Jun. ~I""-~ '".. II'''' (."'....., ow.:. bu,~~ ."e '~r":" ,~ ".""'''''l'n.."...,",~ '.J .,~~ co..,,""'t.~".'m'~'" '., -- " ,.. ct'"I'iEFl.C....."'".~, 'e(All""INQ'IITSICIAII''''''~''''.'''''''''''''"'''''''r...'"....n"'''''"''llI',,,,,'.n".,p''''"".....'''','",,,.,....,"'...'.....,''...n TelM....tO!...'k.......lMlo.,e...hoc.."'lddu.ID.~...utll'I.""...'"n.... ."..., "llOIIOUIlCIIlG AND ClRll'Tll<a PIlTSICIUt......""...r... "',....."'=''''l ~~.", .,,,<I'..._....'110'""....~, ,~.... 'oll,._to."'yk....."..dO..6..'~occu"..,'lt..!'"'..d.IO,'"<IP'....I""'<I"..ol~...u..(OI'nclml""...I.'"'ocl 'WEOICALUAWlIlEFlIC0I10IlEA Orllh. tllIl' 1l1...m,p,lIlln I"~,'ll' '''~lllI\lll,"".I"..., oo,,,,on, ~..ll'l <I,cu""d" '1'11 limo, dlll.. ~n<' 01"'. .nd Cu. Ie Ihl e.uU(I) ,,,<I ...."""...11..<1 '" AFG'S'''.n~5'C;'''llo~ '1 \'~Bln \:\. ~t..u..~t=~~---._--....__.-- lDJ.~~~I.~~"- ,_.-_----,---,-"---_._,-_.._~. "U[()f'''JUIlT '>4JUATlTM)FlM1 """"-,,,,,,,,,,,,,,:----1 ---1 v.. l.~ ".0 " ,., lOCAlIO>4,Sh",CJ'o'''-';I.,o'" ~ s.a>4"urtE~~r~CERII~'ER Jto 'O"-....:)~.......... r"r-t-) llCE>4SE>4Ul.'OW OlT[51O>4EOI..........0'......' ~!" ""'tl"\~'l.."11; ,,,~"'t""l 'a~ \~,rU_ 'l'U( INO lCOllESS Of I'EFlSO>4W>oOCOUPlElECCAUSl ~ Ot'l" ,',."',,1\ Iypo or Pnn. p " _ ~C'::.OI'1.{... . \::l,..t~v....r".., ""0 ',] ,,<at:>:> ~-'t..,,"" 'a>'1\'>"- "'" ""n,~ A: \, W\1 OAlc..UO....",,..O....... c: PI ~----~~ . - ,~- If ....""".,...~".;.'>'~'-' " ., ~ .~ ~ .~ J "'t .... llinsllIill nub {!1~gtamtut OF IRENE M. FIGARO I, IRENE M. FIGARD, presently of 149 Cedar Street, Borough of Carlisle, cumberland County, pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my Last Will and Testament, hereby revoking and making null and void any and all other Wills and Testaments in the nature thereof by me at any time heretofore made. ITEM I: I direct my hereinafter named Executor to pay all my just debts and funeral expenses as soon as the same may be conveniently done after my decease. ITEM II: All the rest, residue and remainder of my estate, whether real, personal or mixed, and wherever the same may be situat at the time of my death, I give, devise and bequeath unto my son, CHARLES RICHARD FIGARD, presently of Hamburg, pennsylvania, abso- lutely and forever, per stirpes. ITEM III: In the event my son should predecease me or perish with me in a common disaster, or die within sixty (60) days of the date of my death, I do hereby devise and bequeath my entire estate unto my grandchildren, in equal shares, share and share alike, absolutely and forever, per stirpes. ITEM IV: No provision in this Will is intended to exercise any power of appointment. ITEM V: No interest of any beneficiary under this Will or Codicil hereto shall be subject to anticipation or voluntary or ' involuntary alienation. ITEM VI: In addition to the powers given him by law, my Executor hereinafter named, and his successor, shall have the following powers, applicable to all property held by him, effective without court order and until actual distribution: (a) To retain any property received by him, including the stock of any corporate fiduciary acting hereunder: (b) To sell real estate for any purpose, publicly or privately, for such prices and on such terms as he deems proper, without liability on the purchasers to see to application of the purchase monies: (c) To compromise controversies; (d) To distribute in cash or kind or both at such .valua- ,1' ~ " uations as he may fix; and, (e) To hold investments in the name of an nominee. It is also my desire that my Executor allow and permit himself and my grandchildren to choose and keep as their own any items of personalty he or she or they may desire, prior to selling any such items at public sale. Said choices shall be made individually, on a rotating basis, until my son and my grandchildren shall have chosen as many of the items as they may desire and are available. ITEM VII: Finally, I do hereby nominate, constitute and appoint my son, CHARLES RICHARD FIGARD, as Executor of this my Last will and Testament. In the event he should predecease me or perish with me in a common disaster, or die within sixty (601 days of the date of my death, I do hereby appoint my grandson, RICHARD TODD FIGARD, presently of Akron, Ohio, as Alternate Executor. My Executor shall not be required to enter into bond in any juris- diction in which he may act. I 1/ i, ! I , , i, ! ~ IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last will and Testament, consisting of two (2) typewritten pages, the first one of which bears my signature in the margin for purposes of identification this 13'" day of f/u-O)~ , 1981. (SEAL) Signed, sealed, published and declared by the above- named Testatrix as and for her Last will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. .....--u ""f A ,,' . / D of i:.. v .Q.&-<A...~I '-<S~O I <c.. of 151 CCddf'>+ C6.((lj~ t IJ", ~ CO~~ONWEALTH OF PENNSYLVANIA CUMBERLAND COUNTY ss: WE, IRENE ,rd." c. C,u.l&....:.. M. FIGARD, -.m a.(;t~J (". for< fY)""", and , the Testatrix and witnesses respectively, whose names are signed to the attached or foregoing instrument, being first fuly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed and that each of the witnesses in the presence and hearing of the Testatrix, signed the will as witnesses and that to the best of their knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. j~, ?}J drAA' IRENE M. FIGARD (SEAL) (~CJ~ -""A ........o(/!V fl (SEAL) (SEAL) 'd2d,,:.~ SWORN TO and subscribed before me this /3 (/I day of!P{/&U:;r , 1981. ~ 0Jr{M ~ () (J(}dr7lIi~'j Notary Pub' J.C DORCAS A. ALOmCH1, t/U1AlIY PUBLIC CARUS![ BORO, ClIM[:,;\li\~iD COUNTY f:i'( C0f,1.\il$SlO~l tXP;:ir.S ilUG, 16, 1982 r.o':.:;iv::, P':llns~'I'/Jn~:t I'_$~,::mtiofl of I~vl.aries " f- I 1,,;"..- ., ':.1" ,"...' :-i;/' 15: ii.!,'\, " .... .' WAYNE F. SHADE Attorney at Law 5 South Hanover SlJut Carlisle, Pennsylvania 17013 Acknowledgment COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) I, IRENE M. FIGARO, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as a codicil to my Last Will and Testament and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by IRENE M. FIGARD, this 16th day of Julv , 1992. -2- ,t~{. ~ ~-<i~4~ Irene . F g rd ~9~~ Notary Pu ic Notarial Seal Connie J. Tritl, Notary Public CafiiSIO, Cumbotland County My Commission Expires Oct. 5, 1992 Affidavit COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) We, Wayne F. Shade and Marv E. Gens ler , the witnesses whose names are signed hereto, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as a Codicil to her Last Will and Testament; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the Testatrix signed the Codicil as a witness; and that, to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. ...."'\O""""""".,._~",""."'."''''-~, ~. '......"w,.".' ""'.""" "'~" ......L"."....~.,..<." . CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Irene M. Figard Date of Death: August 29, 1997 No. 21-97-743 To the Register of Wills: I hereby certify that notice of beneficial interest as required by Rule 5.6(a) of the Orphans' Court Rules was served upon or mailed to the following beneficiaries of the above- captioned Estate on September 10, 1997: Mr. Charles R. Figard 500 South 7th Street Hamburg, Pennsylvania 19526 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: September 10, 1997 $~~... Wayne/t. Shade, Esqu1re 53 West Pomfret Street Carlisle, Pennsylvania 17013 Telephone: 717-243-0220 Counsel for Personal Representative r:'~~ L\ <. . r- C1_ ;. '.~l LC' c" ,--.,',' ........J WAYNE F. SHADe Attorney at Law S3 Weat Pomfrct Strcd Carlille, Pennsylvania 17013 ...,.,. (., . NOTICE OF BENEFICIAL INTEREST IN ESTATE BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re Estate of Irene M. Figard, Deceased No. 21-97-743 TO: Mr. Charles R. Figard 500 South 7th street Hamburg, Pennsylvania 19526 Although you are obviously already aware of the following information, the law requires that you be provided with this formal notice. Please take notice of the death of decedent and the grant of Letters to the personal representative named below. You may have a beneficial interest in the Estate as testate heir, parent or guardian of the estate of a minor beneficiary, guardian of the estate or institutional custodianship of an adjudicated incapacitated beneficiary, attorney general on behalf of a charitable beneficiary whose interest exceeds $25,000 or which will not be paid in full, attorney general on behalf of a governmental beneficiary or in default of any other heirs, trustee of a trust as beneficiary or spouse, children or other intestate heirs of the Decedent as determined under Chapter 21 of the Probate Estates and Fiduciaries Code. Name of Decedent: Irene M. Figard Last known address of Decedent: 149 Cedar street, Carlisle, Pennsylvania 17013 Date of death: August 29, 1997 Place of death: Forest Park Health Center, Carlisle, pennsylvania County of grant of original Letters: Cumberland Decedent died testate. A copy of the Will is attached. The names, addresses and telephone numbers of all personal representatives appointed are, as follows: Charles Richard Figard, 500 South 7th Street, Hamburg, pennsylvania 19526 WAYNE F. SHADE Attorney at Law l3 Weal PomfJd_ Carlisle. PCMI)'lvania 17013 ...,....',-.,,,. \. WA"Ylffi F. SHADE Attorney at Law 53 W"I Pomfret S..... Carlille, Pronl)'lvanil 17013 The names, addresses and telephone numbers of all counsel are, as follows: Wayne F. Shade, Esquire, 53 West Pomfret street, carlisle, Pennsylvania 17013 - 717-243-0220. Additional information may be obtained from the following source. Date: September 10, 1997 wa~~heire 53 West Pomfret Street Carlisle, Pennsylvania 17013 Telephone: 717-243-0220 Counsel for Personal Representative ESTATE INFORMATION: FilE NUMBER 21-1997-0743 SSN 171-07-3955 NAME OF DECEDENT (LAST) (FIRST) (MI) FIGARD IRENE M DATE OF PAYMENT 11/18/1997 POSTMARK DATE 0/00/0000 COUNTY CUMBERLAND DATE OF DEATH COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG, PA 17128.0601 RECEIVED FROM: I WAYNE F SHADE ESQUIRE 53 W POMFRET STREET CARLISLE, PA 17013 FOlD HERE REMARKS WAYNE SHADE ESQUIRE ... -. ,., ... # - .~. PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT *' NO. .fJ..A 242472 REV.'162 EX (11.96' SEA&:HECK# 1100 ACN ASSESSMENT CONTROL NUMBER AMOUNT 'O-L <<J.... ('lot) ("If) FClDHERE -. TOTAL AMOUNT PAID $6,000.00 I P , ! ~ DO ., , ; /~ '--' RECEIVED BY ,/ /-/(!./I '-.I I /:/,f...('<." ...:) /~.?V ~~~iS~ER L3iI~ILLS/:~</1' /->/ J,{j- . I r~CC'STER OF 'W'LLS . ""'~----- --------- -.------ - ---_.~-+_. - - ------ ------r--~-- -----1'---- _u_. ~ ~#:~-.o:--.~--+:-.-~.:;;il. ~..-""'''.. :-:".. \ :r" , \ <5 - Ol[j\ - \ \ REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT . IWV.l',l)O I:XI 11-'lll C()MMOIlW~:AI.TII or N:!lWi)'I.VANlf\ IlEI'AIITMrtl1' or IH:VWllf: m:I'T. ;>IIOf,OI IlfllmI;;lltJl\.(;, I~A 171')11-0(,\11 llf:Cf:m:NT'U NAME (LAST, FIR:;'!' AND M!DD!.~: fNlTlAl.l Figard, Irene M. SOCIAL SF:CURITY NUMBER 171-07-3955 DATE or DEATH 8/29/1997 DATE OF B 1 RTII 2/12/1911 C' '- 21 FILE 97 NUMBER 743 'l:i D:l :o#t (1)(") .~-:. :: .,- r) {U' APPLICAOLE:l SURVIVING SPOUSI::'S NAME (LA:;1', rIRGT AND !1IDLJLC INITIAL) :;OCIIII, :;F:CUilll"( ~IUMmH TillS RETURN MUST 8E E'ILED IN lJUPLtCATE WITH THE REGISTER OF' W 1 ['L~; ~ 1. Original Return 4. Limited Estate ~_ 2. SupplulTient.dl H'ltllrn J. [(rJm(Jl.n(J~r Return rfor daten of death prior to 12-13-82) 5. f'l'(j'~ral Estate TilX Return Required ~ 6. Decedent Died Testate (Attach copy of Will) 7. Litigation Proceeds Received __ 4a.ruturfl Interegt Cornpromi~Hl (for dalf!!l ot no,Hl1 aft.ur II.-U.fIJ) 7. Decndent Maintained <1 Llviflq Tru!rl (At tClch a copy of Trll:it) 10. Spousal Poverty Credit ,.....~ .-, r, ~,." ;"., ,.. , ') ~ 1 tI1 .. ., , 1 ....l A. Total NumbfJr of Safe Deposit Boxes ALL CORRESPONDENCE AND CONFIDENTIAL TAX NIIME Wayne F. Shade, Esquire TELEPHONE NUMBER (717) 243-0220 1. 2. 3. ,. 5. Real Estate (SchedulQ A) Stocks and Bonds (Schedule B) Closely Held Stock/Partnership Interest (SchQdule C) Mortgages and Notes Receivable (Schedule D) Cash, Bank Deposits & Miscellaneous Personal Property {Schedule El Jointly Owned Property (Schedule F) InterwVivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Aaseta (total lines 1-7) 6. 7. 14. Net Value Subject to Tax (line 12 minus line 131 ]5. Amount of line 14 taxable At the spousal -tax rate y. . See instructions on reverse for applicable percentage. 16. Amount of line 14 taxable ilt 6~ rate 17. Amount of line 14 taxable at 15% rat~ 115,282.24 ,. .06 " x .15 11. E:!lJction to tax under Sec. l)113{A) '.< , ". .. ,; " ~I-. ,.." 1) 2) 3) 4) 5) 6) 7) ~l~ (0 q 23,443.64 17,286.98 h $~ INFORMATION SHOULD BE DIRECTED TO: C0!1I'l.ETF. HAILING AlJ[)Rf:SS 53 West Pomfret Street Carlisle, Pennsylvania 17013 (,")0 c::- -'" ::f~ -. 92,357.48 (1) 9. Funeral Expenses & l\dministrative Costs (Schedule Il) 10. Debts, Mortgage Liabilities & Liens (Schedule I) 11. Total Doductiona (total lines 9 & 10) i~. Net Value of Estate (line a minus lird:: 11) 13. Charitable and GOVernmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) ( 8) ( 9) (10) 15,880.39 1,925.47 (11) (12) (13) (14 ) (15) ( 16) (17) (18 ) 18. Tax Due 19. CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ''"BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH"" Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than ttle pet"sanal representative is based on all information of which roe arer has an knowled e. SIGNATURE .,. ERSON RESPONSIBL roR FILING RETURN ADDRESS DATE I 500 South 7th Street, Hamburq, PA 19526 / ADDRf:SS ~3 West I'om(ret Street, Carlisle, PA 17013~~J:' =< =< N N :g N liT - "':':",',: mO - 133,088.10 17,805.86 115,282.24 115,282.24 6,916.93 6,916.93 ,. i I Decedent's Complete Address: STREET ADDRESS: 149 Cedar Street CITY: Carlisle STATE: PA ZIP: 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 181 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) 6,916.93 6,000.00 315.78 Total Credits (A+S+CI (21 6,315.78 3. Interest/Penalty if applic~ble D. Interest E. Penalty Total Interest/Penalty (D+E) (3) 4. If line 2 j,5 greater than line 1 + line 3, enter the difference. This is the OVERPAYMENT (4 ) 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE ( 5) 601.15 A. Enter the interest on the tax due (SA) 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. (581 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS YES NO 1. Did decedent make a transfer and: a. retain the use or income of the 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 on or before December 12, 1982, did decedent within two years preceding death transfer property without receiving adequate consideration? If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? 3. Did decedent own an 'in trust for' or payable upon death bank account or security at his or her death? 4. Did decedent own an individual retir~ment a=count, annuity, or cth~r ncr-- probate property? x x X X , X X X , , . I n p.s. ~91l6(a) (1.1) (II provided for the reduction of the tax rate imposed on the net value of transfers to or for the ust) of tho surviving spouse from 6% to 3% for dates of death on or after July 1, 1994 and before January 1, 1995. IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 72 P.S. S9116(a) (1.1) (iil provided for the reduction of the rate imposed on the net value of tr':lI1sfQrs to or for ttu.! U:i..l ,)f !.tIt! survivIng spouse from 3% to 0% for dates of death on or after January 1, 1995. The statute rloP~ not' p)/.,>mllt OJ tr,\nsfflr to .-1 surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return ,]f"f.! sLll! ilFPllc,lblH flVf!n if the surviving spouse is the only beneficiary. FOR DATES OF DEATH ON OR AFTER JANUARY 1, 1995 - Please answer the following question by placJ.ng iln ~x" in the appropriate space. Did the decedent create a trust or similar arrangement which is solely for the surviving apoue8'a benefit for his or her entire lifetime? Yes No -X- If you answered yes to the above question, the tax on the trust or similar arrangement is pOSlpOnp.J llflL i I ttm dllilth ~}r till! ~ll],;nlld spouse, at which time it will be fully taxable at the rate(s) applicable to Lhe romainder bOn(.!flci,lry(ll!~I). ~:n"'r ttll' V,illlO ,!l llll' trust on Schedule J, Part II, in order to remove it from the calculation of the tax due in tlli:; e:;tdtl.l. Y~lU 111,1'1 ....bh to Ii 10 Schedule 0 in order to make the electlon available under Section 9113. If the elo::!ction jg mado, LIlI~ tnJ:il 01 :;lmil,11 ..rr"/l'JltlIHllll 1:1 taxed in the estate of the first decedent spouse, the portion of the truSL or simildr arranqmnnnt '~hll.'ll h'!Il,!I!t~1 Ih.. ~ilJlvlvlflil spouse is taxed,at the zero tax rate, and the remainder is taxed at the ratc(s) llpplicabl(! LO LlH.! reHldindl!1 tI+JJloli,;I.lr,/(!'I~!). II you choose to make the election, you must attach Schedule 0 to a timely-filed tilX return, a101l') wi '-II :i,'tl"oI11lo(tll K ilnl1/01 (.\ III dldor to show the apportionment of the trust or similar arrangement between the surViving SpO\l:I(~ iI/lei t.ltl! r,wl,j!rldHI bl!rlllf 1(:I,lr'/ll.l:'t). R~~V.1502 ~~X~ (1-91) . COMMON'"U:AI:rll OF I'f,NNS'(INANIA INIIERt'l'ANCE TAX RETUfl,H IU;9 t m;NT m:CEDE:NT SCHEDULE A REAL ESTATE Irene M. Figard FI LE NUMBER 21-97-743 ESTATE OF All r:..l pr:~ty owned. .01.ly or: .. . tenant in co.-on au.to be r:~or:t.ed at fair: urk.t ".lu.. ralr market value i9 defined as the prico .,l which proporty would bo exchanged bcl.W'1cn a willinq hllyer and a wLlllng seller, neither being compelled to buy or gell, both having reil:JOnablo knowlodqo of thl! roh!vant. t'ilct~. ReI.l pr:~rty whiah b jointly owned with right of .unoi"or.hip lIU.t be c1i.olo.fMS on lahlldub r. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. House and lot of ground in the Borough of Carlisle, Cumberland County, Pennsylvania, known and numbered as 149 and 151 Cedar Street, Carlisle, Pennsylvania. Valued in accordance with arm's length sale to unrelated third party. 92,357.48 TOTAL (Also enter on line 1, Recapitulation) 92,357.48 (If more space is needed insert additional sheets of same size) EV.1508 EX. (1-91) . COMMONWEALTH or PENNSYLVANIA INHERITANCE TAX RE:TURlI RESIDENT OE:CEOENT SCHEDULE E CASH, BANK DEPOSITS & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Irene M. Figard 21-97-743 Include the proceeds of litigation and the dato lhn rr(lc'HJ(j~1 won~ rccelvnd by t.he ost<lto, All proport.y }olnlIy owned wlth the rIqht of survivorship must be disc1o:wd on Schodulo f'. ITEM NUMBER OESeR [PTJON VALUE AT DATE OF DEATH 1. Farmers Trust Company, Certificate of Deposit No. 6400107348 14,370.69 2. Farmers Trust Company, Checking Account No. 000708984 6,155.20 3. Farmers Trust Company, Christmas Savings Account No. 222010597 202.49 4 . Cash 122.00 5. Commemorative coins 6.00 6. Better Homes & Gardens, subscription refund 4.25 7. Capital Blue Cross, health insurance premium refund 100.15 8. Patrick D. and Kathleen A. Shane, proceeds of sale of 1982 Plymouth automobile 900.00 9. Consumers Union of United States, Inc., subscription refund 1. 25 10. Kemper, automobile insurance refund 255.00 11. TV Cable of Carlisle, subscription refund 26.93 12. Novus Services, Inc., Discover card refund 1. 00 13. Rowe's Auction, household contents 932.00 14. Kemper, homeowners insurance refund 252.00 15. Sprint, telephone refund 2.29 16. MCI, telephone refund 9.79 17. Pennsylvania Department of Revenue, real estate tax rebate 102.60 TOTAL (Also enter on line 5, Recapitulation) 23,443.64 (If more space is n~(!dQd insert additional sheets of same size) ESTATE Of F11.l; NUMBl:R 21-9'1-'] 43 ~EV.l~OI} f;)(f (1..9'// COMMON~EALTll or l'i:lltl3'i\.IJf\fIlA 1NlIF.I\1'rl\NCt TAX IU:1UHII 11r.r.tDF.tIT otctm:tlT \ SCHEDULE Il' JOINTLY-OWNED PROPERTY Irene M. figard If an asset wa, made joInt w\th\n OflP. VOiH o[ tho ducp.dnfll' ~I J,lt.l' at d(!dtil, It (!lll.'lt 1)1' rl!portl~\l nn :kh.!d"Jlt~ Ii. SURVIVING JOINT TENANT(Sl NAME ADDRESS RELATiONSHIP TO DECEDENT A. Charles R, figard 500 South 7th Street Hamburg, PA 19526 Son B. C. ij '\ Jointly-owned property: LETTER DESCRIPTION OF PROPERTY ITEM FOR DATE Include name of financial NUMBER JOINT MADE institution and bank acct. TENANT JOINT or similar identifying. Attach deed for jointly- held real estate. DATE OF DEATH VALUE Of ASSET % OF DECO'S INTEREST DATE Of DEATH VALUE OF DECEDENT'S INTEREST 1. A. 8/14 1996 Financial Trust Co. Certificate of Deposit No. 6400127115 34,573.97 50 17,286.98 TOTAL (Also enter on line 6, Recapitulation) 17,286.98 lIf more space is n~eded insert additional sheets of same sizel REV.t511 f:Xf It-!)?) CQMMONWt.:1\I,TII OF I'ENNnYI,vAlI(^ INIIERITANCf~ TAX Rt:TURN ItES I DEtlT m;CF,()f:NT ESTATE OF ITEM NUMBER A. B. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS Irene M. Figard Debt. of dacedant must ba ra ortad on Schedula I. DESCRIPTION 1. 2. 3. 4. 5. Funaral Expenses: Ewing Brothers Funeral Home Carlisle Memorial Service, Inc., grave marker Food Flowers St. Paul's Evangelical Lutheran Church Administrative Costs: Personal Representative Commissions Name of Personal Representative(s) Social Security Number(sl/EIN Number of Personal Representativets) : Street Address: 1. City: State: Zip: Year(s) Commission Paid: 2, Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant: Street Address: City State Zip Code Relationship of Claimant to Decedent 4. Probate Fees 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Cumberland Law Journal, advertise Letters Testamentary MCl, telephone service Sprint, telephone service (Continued on attached schedule) ~OTAL (Also enter on line 9, Recapitulation) (If more space Is needed insert additional sheets of same size) f'IL~ NUMBER 21-97-743 . , AMOUNT 6,225.00 790.00 340.00 106.00 100.00 5,500.00 236.50 60.00 1. 55 50.88 15,880.39 Estate of Irene M. Figard 21-97-743 SCHEDULE H, continued Patrick Shane, dog care Borough of Carlisle, water and sewer Jay Gayman, refuse removal PP&L, electrical service George L. Ebener & Associates, real estate appraisal The Sentinel, advertise Letters Testamentary UGI, gas service Borough of Carlisle, water and sewer Mer, telephone service Sprint, telephone service PP&L, electric service Mer, telephone service PP&L, electric service UGI, gas service Kemper, homeowners insurance Sprint, telephone service UGI, gas service PP&L, electric service Borough of Carlisle, water and sewer Fisher Mowery Rosendale and Associates, Inc., preparation of waiver and variance requests Sprint, telephone service Durham Homes, Inc., railing repair Borough of CarliSle, water and sewer UGI, gas service UGI, gas service Register of Wills, Register of Wills, 96.00 11.94 75.00 17.61 250.00 62.40 57,45 23.64 9.79 17,94 10.18 8.24 7.44 36.34 289.00 17.94 156.23 7.71 11.70 791.75 17.94 66.25 11. 82 90.91 110.24 15.00 200.00 filing Inheritance reserve for filing Tax return Account, etc. REV,1112 t:J(t 11"911 COHHONWtALTIt OF 1'f.NNSYt.vANIA INlIERITANCE TM Rr:TUlW IU:U I m:UT m:r.t:tH:NT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS Irene M, Fig"rel FILE NUMBER 21-97-743 ESTATE OF Include unreimburscd medical ('xpp.nsc~. ITEM NUMBER DESCH 1 PT I ON AMOUNT 1. Checks that cleared after date of death 985.50 2. Presbyterian Homes, Inc" transportation services 18.00 3 . Financial Trust, social security reimbursement 705.00 4 . Carlisle Imaging Associates, medical services 12.97 5 . Pennsylvania Department of Revenue, 1997 income tax 204.00 TOTAL (Also enter on line la, Recapitulation) 1,925.47 (If morc space Is needed inserL additional sheets of same size) , ~"'?ti.~::''d~!;l:;'~';;:\\5,!;h':I'~'"'' W,." .,.._~..,' ..1"; .,:;,......:t,.,.. -:" ': ..,.... \. REV.1513 EX+ 11-971 COMMOfttlEALTIl OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF F'l LE NUMBER 21-97-743 Irene M. Figard NUMBER NAME AND ADDRESS OF PERSON(SI RECEIVING PROPERTY TAXABLE DISTRIBUTIONS {lnclud'_~ outright :ipOIJ~al dl:'trlhlJtlorl~} R;:LA'1'lONSIII P TO DECEDENT AMOUNT OR SHARE Do Hot Lht 'l'ruet..Ce' Of' E:STATE 1. Charles R. Figard 500 South 7th Street Hamburg, PA 19526 100% Son ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET (If more space is needed insert additional sheets of same size) ,.c.. \."~ [.- 1":', \r::; ',"'. .'C" ,',,,1. , CORRECTION , Previous Image Refilmed to Correct Possible Error ". . , , , I ! ~ '~ ~ .~ ~ ~'-",:r-. . ,.,' ..~:.' ..". . ., ,~~ ;~~'. '. ..~,i '"'6' ,,:,~,,,,,:~'" 'i.:.:.....'..... lliust Will uttu m~:slumtttt OF IRENE M. FIGl\RD '. I, IRENE M. FIGARD, presently of 149 Cedar Street, Borough of Carlisle, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby declare this to be my Last will and Testament, hereby revoking and making null and void any and all other Wills and Testaments in the nature thereof by me at any time heretofore made. ITEM I: I direct my hereinafter named Executor to pay all my just debts and funeral expenses as soon as the same may be conveniently done ~fter my decease. ITEM II: All the rest, residue and remainder of my estate, whether real, personal or mixed, 'and wherever the same may be situat at the time of my death, I give, devise and bequeath unto my son, CHARLES RICHARD FIGARD, presently of Hamburg, Pennsylvania, abso- lutely and forever, per stirpes. ITEM III: In the event my son should predecease me or with me in a common disaster, or die within sixty (60) days date of my death, I do hereby devise and bequeath unto my grandchildren, in equal shares, share and absolutely and forever, per stirpes. ITEM IV: No provision in this Will is intended to exercise any power of appointment. ITEM V: No interest of any beneficiary under this Will or Codicil hereto shall be subject to anticipation or voluntary or involuntary alienation. ITEM VI: In addition to the powers given him by law, my Executor hereinafter named, and his successor, shall have the following powers, applicable to all property held by him, effective without court order and until actual distribution: (a) To retain any property received by him, including the stock of any corporate fiduciary acting hereunder; (b) To sell real estate for any purpose, publicly or privately, for such prices and on such terms as he deems proper, without liability on the purchasers to see to application of the purchase monies; perish of the my entire share estate alike, (c) To compromise controversies; (d) To distribute in cash or kind or both at such valua- .,~ ':'~':;',.. . '~"'. " ',', " .,...., " , . , .~.. ". ; ': . J J : ~\. . I." ..... uations as he may fix; and, (el To hold.investments in the name of an nominee. It is also my desire that my Executor allow and permit himself and my grandchildren to choose and keep as tqeir own any items of personalty he or she or they may desire, prior to selling any such '. items at public sale. Said choices shall be made individually, on a rotating basis, until my son and my grandchildren shall have chosen as many of the items as they may desire and are available. ITEM VII: Finally, I do hereby nominate, constitute and appoint my son, CHARLES RICHARD FIGARD, as Executor of this my Last will and Testament. In the event he should predecease me or perish with me in a common disaster, or die within sixty (60) days of the date of my death, I do hereby appoint my grandson, RICHARD, TODD FIGARD, presently of Akron, Ohio, as Alternate Executor. My Executor shall not be required to enter into bond in any juris- diction in which he may act. IN WITNESS ~1HEREO:F" I have hereunto set my hand and seal to this my Last Nill and Testament, consisting of two (2) typewritten pages, the first one of which bears my signature in the margin for purposes of identification this t3'i'"o day of ,Bt..-tf',h , 1981. ~Qn~An) 7]J, ;1r~~ IRENE M. FIGARD (SEAL) Signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. of ~ '\) I ~~.1.:_; ~if f2 of 151 Ccd.df ')-\-, Ca..fllj~ , Po. ""'-- 'I. " ~.:., ..... .'. CONMONI'IEAW'1l OF PENNSYLVANIA CUMBERLAND COUNTY SS: I'IE, IRENE M. FIG1\RD, ~ a.raM-U- f:. for< rYl...... and :Jd." c. Cl'Ll&"":' , the Testatrix and witnesses respectively, whose names are signed to thc attached or forcgoing instrument, being first fuly sworn, do hereby dcclare to the undersigned authority that the Testatrix signed and executed the instrument as her Last will and Testament and that she had signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed and that each of the witnesses in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge the Testatrix was at that time eighteen (18) years of age or older, of sound mind and under no constraint or undue influence. j~ /)J. .:I~ IRENE M. FIGARD (SEAL) r^ """"O(ffir fl ~ ~~ (SEAL) (SEAL) SWORN TO and subscribed before me this /31// day .. of./{/&U51 , 1981. f;Jrr(lI1~ (X !/ldrJI~!j Notary PulMJ.c . DORCAS A. ALBRIGHT. tlO1ARY PUBLIC CI.RUSlE 80M. tUM~f:RlMIO COUNTY M'i COM:T:ISS!O~! EXP1:{[S AUG. 16, 1982 t.A~.:;h~:, P':n:!sy1'1Jn~) A$S::dl!iilrl ull~ol3ries " WAYNe F. SHADE Attorney at Law S South Hanover Strcd Carlisle, Pennsylvania 17013 CODICIL I, IRENE M. FIGARO, the within named Testatrix, do hereby make and publish this Codicil to my Last Will and Testament dated August 13, 1981, as follows: FIRST. Item VII is hereby modified to designate my grandson, MATTHEW W. FIGARD, as my alternate Execu~or and to delete my grandson, RICHARD TODD FIGARO, as alternate Executor. SECOND. I hereby ratify and confirm my said Last will and Testament in all other respects. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this 16th day of , A.D. One Thousand Nine Julv Hundred Ninety-Two (1992). . ~~ -)); ~7';J Irene M. Figard ( SEAL) Signed, sealed, published and declared by the said IRENE M. FIGARD as and for a Codicil to her Last Will and Testament, in the presence of us, who, in her presence and in the presence of each other, have, at he~ request, subscribed our names as witnesses hereto. ~~~~ 7Jl'1t. ~ ...".,_"., "".'"....,....,...........r.. i .1 I Acknowledgment COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) I, IRENE M. FIGARD, the person whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as a codicil to my Last Will and Testament and that I signed i.t willingly and as my free and voluntary act for the purposes therein expressed. sworn to or affirmed and acknowledged before me by IRENE M. FIGARD, this 16th day of Ju1v ' 1992. ,9A~v" ~ 5-~44 Irene M. FJ.g rd ~~ Notary PU J.C Notarial Soal Co~nl. J. Tritt. Notary Public Carlisi., Cumberland County My Commission Expires Oct. 5, 1992 Affidavit COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) We, Wayne F. Shade and Marv E. Gens 1er , the witnesses whose names are signed hereto, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as a Codicil to her Last Will and Testament; that the Testatrix signed willinglY and executed it as her free and voluntary act for the purposes therein expressed; that each sUbscribing witness in the hearing and sight of the Testatrix signed the codicil as a witness; and that, to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. WAYN!! F. SHAD!! Attorney at Law S South Hanover Sued Carlisle, pennsylvania 17013 -2- ., sworn Wayne F. 16th day to or Shade. of affirmcd and July and subscribed to Mary E. Genslcr 1992. before mc by , witnesses, this dirLQA . 1JIJ-ii t. ,k ~~~-~ Notary publi Notarial Soal Connlo J. Trill. Notary Public Carllslo, Cumoolland County My Commission Expiros Oct. 5.1992 J WAYNB F. SHADE Auorocy at Law S South Hanover Str<<l Carlisle, Pennsylvania 17013 -3- /5-dol -II COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INOIVIDUAL TAXES INHERITAHCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS ANO ASSESSNENT OF TAX WAYNE F SHADE ESQ 53 W POMFRET ST CARLISLE PA 17013 DATE ESTATE OF DATE OF DEATH FI LE NUMBER COUNTY ACN 08-03-1998 FIGARO 08-29-1997 21 97-0743 CUMBERLAND 101 ~ *' AMount R.lli tied UV.ll41 II A"f"'''' IRENE M 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 ..... RW=is4j-Ex-AF'P--fji9---97Y-tioi"icE"-oF-YtiiiEiiifAifcn",iX"APPRAISEMENT~--AL1.-oiiAijcrijR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF FIGARO IRENE M FILE NO. 21 97-0743 ACN 101 DATE 08-03-1998 TAX RETURN WAS: 1 X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule Cl 4. Hortgages/Notes Receivable (Schedule OJ 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) 6. ~ointly Owned Property (Schedule fl 7. Transfers (Schedule G) 8. Total Assets CHANGED III 121 131 141 151 161 171 92.357.48 .00 .00 .00 23.443.64 17.286.98 .00 181 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) 10. Debts/Hortgage Liabilities/liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax If an assessment was issued previously, lines reflect figures that include the total of ALL ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Lina 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 taxable at Collateral/Class B rata (17) 18. Principal Tax DUB TAX CREDITS: PAYNENT DATE 11-18-1997 05-22-1998 NOTE: RECEIPT NUNBER AA242472 AA270122 DISCOUNT (+1 INTEREST IPEN PAID (.) 315.79 ,00 15,880.39 1.925.47 1111 1121 1131 1141 191 1101 NOTE: To insure proper credit to your eccount, submit the upper portion of this for.. with your tax pay.ent. 133,088.10 17.8n~ 86 115,282.24 .00 115,282,24 14, lS and/or 16, 17 and 18 will returns assessed to date. .00 X .00= 115,282.24 x ,06= .00 X .15= 1181 AHOUNT PAID 6,000.00 601.15 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ,00 6,916.93 .00 6,916.93 6,916.94 ,0ICR .00 .0ICR . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL OUE IS REFLECTED AS A "CREDIT" ICRI, YOU NAY BE DUE A REFUND, SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I RESERVATlOH: PURPOSE OF NOTICE: PAVHEHT: REFUND (CR): :J(j c:;;; ; .-. r '" (fJ :0 ::o~ :'I ~ ;:=: c.."'-'-) o ~j ,;:; , .n ~'} ::?. E.tete. of decedents d~ing on or before DlIce.bor 12, 1982 ~~ if any future interest in the.o.tate lI!trenderrlld in possession or enjo~ont to Class B (collateral) beneficiaries of the decedent after the expirat~ of any estate for lifo or for ~ears, the C~.onNealth hllroby expressly reserves the right to appraise and assess transfer Inheritance Taxes at tho lawful Class B (collateraD ratll on an~ such future interest. To fulfill the requir..ents of soction 2140 of tho Inhoritance and Estato Tax Act, Act 21 of 1995. (72 P.S. Section 9140). Detach tho top portion of this Notice and sub.it with your pay.ont to the Rogishr of Wills printed on the revorse side. ~~Kake check or .onOY ordor payablG to: REGISTER OF HILLS I AGENT A refund of a tax credit, Nhich was not requosted on the Tex Return, .ay bG requasted by co.pleting an "Application for Rofund of Pennsylvania InhGrltance and Estate Tax" (REY-1313). Applications are availabla at the Office of thG Rogistor of Wills, any of tho 23 Revllnue District OHiclllS, or by calling the spacial 24-hour answering service nu.bers for for.s ordllring: In PennsYlvania 1-800-362-2050, outside Penns~lvania and within local Harrisburg area (717) 787-8094, TDDI (717) 772-2252 (Hearing I.pairod Only). OBJECTIONS: Any party in Interest not satisfied with the appraise.ent, allowance or disallowance of deductions, or assess.ant of tax (Including discount or Intorestl 85 shoNn on this Notice .ust Object within sixty (60) days of rGcoipt of this Notice by: ADMIN ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: ~-written protest to the PA Depart.ent of Rovanue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --alaction to have the .atter deter.inad at audit of the account of the porsonsl rGprosentative, OR -~appeal to tho Orphans' Court. Factual errors discovered on this assess.ent should be addressed in writing to: PA Dopart.ent of Revenue, Bureau of Individual Taxes, ATTN: Post Assess.ont Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of thu booklet "Instructions for Inheritance Tax Return for a Resident Oecodont" (REV-1501) for an explanation of ad.inistratively correctable errors. If any tax due is paid within thrue (3) calendar .onths after the decedent's death, a five percent (57.) discount of the tax paid is allowed. The 157. tax ".nesty non-participation puna1ty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after thG end of the tax amnesty periOd. This non-participation ponalty is appea!able in the sa.e .annur and in tho the salle time periOd as you would appeal the tax and interest that has been assessed as indicatGd on this notice. Interest is charged beginning with first day of delinquency, or nine (9) .onths and one (1) day from the date of death, to the date of pay.ont. Taxes which becalle delinquent before January 1, 1982 bear interest at tho rate of six (67.) percent per annu. calculated at a daily rate of .000164. All taxes which beca.e delinquent on and after January 1, 1982 will boar interest at a rate which will vary froll calendar YClar to calendar year with that ratCl announced by tho PA Department of Revenue. The app1icablo interest rates for 1982 through 1998 are: ~ Intorest RatID Daily Intorest Factor :!!!r Interest Rate Dally Intorost Factor 1982 207. .000548 1987 97. .000247 1983 167. .000438 1988-1991 117. .000301 "84 117. .000301 1992 97. .000247 1985 13Z .000356 1993-1994 77- .000192 1986 10Z .000274 1995-1998 9Z ,000247 -~Interest is calculatlDd .. follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax baco.es delinquent will refloct an interest calculation to fifteen (15) da~~ beyond the date of the assClss.ont. If pay.ent is mado after the interest co.putation date shown on tho Notice, additional interest .ust bu calculated. j;, 'P)IIOU n4ll:l,,~-y'.~/JJ . :~Il '/dIJ!:lIJOU<lq . f\nq 01 . ' JOllp~I,l:,\ '1' .'1' " Iuelunoo~n )1 ' " " ", ' ..!Il1l8ppled II ''I ""'",,' ' ). un AJ;M8 01 " I ',,,, , ( lllatllmelC' U;':,,~lr: '.H 11 " , ",p'esolsu ,'j'''), e uOnClllJljU Oll~'dkl(1 " . 'J I O~ JOj lJn ".,." ,,'j J \ Il," v' :1fd 0) '"1' '" . " ," ,.I~ pue aWl)' ,~ .. , ,.J I ""'d,lI1S Sllll ,awp aql :" P .' ' 'III," . jofiU!lHil41Jo ,):JJ;OlJ U,' 1.1,_pH .I!] 1'" ,.lll,,/'. ~U! Ij I) I 1 . I '<J~l/, -" {' II fI" ""-1 .,." -q ,.I .,,' GI~' CI.:II -' c. ....1. ." _ <( - ~~ 0> ~>l ~CIl ~~;z; O~o ~ 'Cii o~> u~Q ~8~ f-OO !5~u~ O....l' r- U~(/)I ~~~~ .1= ~ ~ ~ ~UO~ C (II ~ ,u~:'913 ~ ,i,~ C J :: ._ OJ _ CJ (0 JJ ;; ..1':) (J <U ' J'J. -:::,-, ~.... 0'$ ;:- Q ..... 8 oJ-;:>'o-o~-:; c: aJ U L: ~ ~) :.= EM :D C t. 't: (J I;) .~ 0 (I) W.'- ::,.'1:' .:; /1 .r: 'il ,'';, .':"} ~ '7.~~ !~ \1' J, u.r: l 'g t:\ :." ~.: ,) C ;: ,:; - .~ ~~- ~~ '- > ';1; ,:::: 'J ~. ,{ ~ ~ '7 " .:: c ;~ .-' ;::: ~ Q < = I:Il ... ~ Z ~ ~ M - ~ 0 ~ ~ .. ....l CIl Z !;;: I;; ;; e: " >- >- OJ ~ '" z z '" ~ 15 ~ ~ ~ 5 '" M :l .,., '" .. U f- ~ o u u <( ....l <( ;z: i: o ~ f- CIl 0:: i: ~ ," Oo.c '?;>' ~ ~" UJ~tt-o- E-o<o~3 ~~~a8", CIl ,~..... "'.- t.tl;:E-d'o;i;i ..~~"6h-':"::: ~ffi8e~~ .,'C.: " 0 :0 C ",_OCQU~ ':t ?; ~ -:~, ,_ '.1 ~' ~. L ...... -41 ~::~ti ";? ..J~ 'P.4~1 4"".'.4 ~ P..J~.p P.lodoJd UO/l"QIJII Is! P8wJ/jUOO tOIl"QI":'~" .~u.b~o~O .," ~." PU. ~/. ~. "I bOb '"'~ f''ef'_p . . -. ~. , . " ,f\ .' . ", IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY . PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF IRENE M, FIGARO. Deceased, Late of the Borough of Carlisle Cumberland County. Pennsylvania NO. 21-97-743 FIRST AND FINAL ACCOUNT OF CHARLES RICHARD FlOARD, EXECUTOR Date of Death: August 29. 1997 " Letters Testamentary Granted: September 9.1997 First Complete Advertisement of Grant of Letters: September 22. 1997 " Account Stated to September 22, 1998 PRINCIPAL RECEIPTS 9/ 9/97 9/ 9/97 Farmers Trust Company, CD No. 6400107348 Farmers Trust Company, Checking Account No. 000708984 9/ 9/ 97 9/ 9/97 U. S, Treasury, Social Security direct deposit Farmers Trust Company, Christmas Savings Account No. 222010597 " 9/ 9/97 9/ 9/97 9/ 9/97 9/29/97 10/ 2/97 Cash Commemorative coins 10/14/97 Better Homes & Gardens, subscription refund Capital Blue Cross, health insurance premium refund Patrick D. and Kathleen A. Shane, proceeds ofsa1e of 1982 Plymouth automobile Consumers Union of United States, Inc., subscription refund WAYNE F. SIIADE Attorney at Law S3 West Pomrrct Street Carlisle, Pennsylvania 17013 $ 14,356.55 6,154.31 705.00 200.00 122.00 6.00 4.25 100.15 900.00 1.25 - .. ._-'- .................-.- ....... 11/ 5/97 Kemper, automobile insurance refund 255,00 11/12/97 TV Cable of Carlisle, subscription refund 26.93 11/19/97 Novus Services, Inc., Discover card refund 1.00 1/20/98 Net proceeds of sale of house and lot of ground known .' and numbered as 149 and 151 Cedar Street, Carlisle, Pennsylvania 92,357.48 1/27/98 Rowe's Auction, household contents 932.00 1/30/98 Kemper, homeowners insurance refund 252.00 2/ 4/98 Sprint, telephone refund 2.29 3/ 2/98 MCI. telephone refund 9.79 7/29/98 Pennsylvania Department of Revenue, real estate tax rebate 102.60 TOTAL PRINCIPAL RECEIPTS $116,488.60 PRINCIPAL DISBURSEMENTS " 9/ 9/97 Checks cleared after date of death $ 985.50 9/ 9/97 UGI, direct payment from checking account after date of death 22.15 10/ 3/97 Wayne F. Shade, reimbursement for: Probate fees $236.50 Advertise Letters Testamentary 60.00 296.50 10/ 3/97 St. Paul's Evangelical Lutheran Church, funeral services 100.00 10/ 3/97 MCI, telephone service 1.55 10/ 3/97 Sprint, telephone service 50,88 10/ 3/97 Patrick Shane, dog care 96.00 10/ 3/97 Presbyterian Homes, Inc., transportation services 18.00 WAYNE F. SHADE Attorney al Law 10/ 3/97 Borough of Carlisle, water and sewer 11.94 . S3 West Pomfret Streel ... Carlisle, Pennsylvania 17013 .2- " .' 1/ 8/98 Sprint, telephone service 17.94 .' 1/12/98 Durham Homes. Inc., railing repair 66,25 " 1/15/98 Borough of Carlisle, water and sewer 11.82 1/19/98 UGI, gas service 90,91 2/ 2/98 UGI, gas service 110,24 3/19/98 Financial Trust, social security reimbursement 705.00 5/19/98 Register of Wills, me Inheritance Tax return 15.00 5/19/98 Register of Wills, Inheritance Tax 60 1.15 5/29/98 Register of Wills, additional probate fees 35,00 9/22/98 Charles R. Figard, reimbursement for funeral flowers 106.00 9/22/98 Wayne F. Shade, attorney fees 5,500.00 .' 9/22/98 Register of Wills, reserve for filing account, etc. 200.00 TOTAL PRINCIPAL DISBURSEMENTS $ 24,353.19 DISTRIBUTIONS 9/ 9/97 Charles R. Figard, cash $ 122.00 9/ 9/97 Charles R. Figard, commemorative coins 6.00 11/28/97 Charles R. Figard, TV Cable refund 26.93 1/20/98 Charles R, Figard 90.000.00 TOTAL DISTRIBUTIONS $90,154.93 INCOME RECEIPTS " , WAYNE F, SIIAIlE Attorney nll.aw 53 West Pomrrct SUccI Carlisle, Pennsylvania 17013 9/11/97 10/11/97 Patrick D. and Kathleen A. Shane, rent Patrick D. and Kathleen A. Shane, rent $ 340.00 340.00 " -4- 10/14/97 Farmers Trust Company, interest on CD No. 6400107348 106.39 10/14/97 Farmers Trust Company, interest on Christmas Savings Account No. 222010597 3.25 10/14/97 Farmers Trust Company, interest on Checking Account No. 000708984 12.38 11/11/97 Patrick D. and Kathleen A. Shane, rent 340.00 12/11/97 Patrick D. and Kathleen A. Shane, rent 340.00 TOTAL INCOME RECEIPTS $1,482.02 .' INCOME DISBURSEMENTS 1/ 7/98 Patrick D, and Kathleen A. Shane, rent rebate and security refund $419.31 TOTAL INCOME DISBURSEMENTS $419.31 .' " WAYNEF.SIIADE Attorney at Law 53 West Pomfret Street Carlisle. Pennsylvania 17013 -5- RECAPITULATION " PRINCIPAL Receipts $116,488.60 Less Disbursements 24,353.19 Less Distributions 90.154.93 Principal Balance Remaining $ \,980.48 INCOME Receipts $1,482.02 Less Disbursements 41W " Income Balance Remaining \.062.71 ., COMBINED BALANCE REMAINING $3,043.19 .' " WAYNE F. SIIADE Atlomcy al tuw , S3 West Pomfrcl Street Carlisle, Pennsylvania 17013 -6- " I, Charles Richard Figard, Executor of the Estate of Irene M, Figard, Deceased. hereby declare under penalty of pe~jury that I have fully and faith fully discharged the duties of my office; that the foregoing First and Final Account is true and correct and fully discloses all signi licant transactions occurring during the accounting period; that all known claims against the Estate have bcen paid in full; that, to my knowledge, there arc no claims now outstanding against the Estate; and that all taxes presently due from the Estate have been paid. Date: September 24, 1998 .' " /lj/ {;;;; t1A Charles Richard Figard , tU-L " WAYNE F. SIlADE Attorney at Law S3 West Pomfrcl Street Carlisle, Pennsylvania 17013 .' n:,,' \.;; " "I -" .l: -I: -< ~~ ~~ ~C/l ~ffiz ~l>..~ o~~ u~o O,,",OE-- u!':3 ~~8~ O....l. ;:t uo:::fJ:l1 ~~~~ i!:u~~ ~ ." 00';; .;,;: LiJ ~ l.., - .w' E-- -< 0 ~ 3 ~~~a8 ~.,:j....,,,.~ _"""'o~~ "UJ"-a,o:::.J: ~tZ ~ =,.8 ~ ~gU~~~2 _.....dOU~ ~ . , 1;, I', '9,:; Cis< Cell,. -I) ,': 'j z o i= ::> al C2 E-- C/l 15 o t.Ll C/l o 0- o c<: l>. ""' o E-- Z t.Ll ~ t.Ll E-- ~ . .. A " .' , . l>;l l:l -< == tI:l ro:; l>;l Z ~ i:: ~ - Iii 0 "' !:: ~ ~ ....l C/l :s ~ ti ~ ,. Il: ;.J ~ :; >- Z 0 ~ '" l>. z ~,~ ~ -< ::: ~ '" ~ - OJ") ol <: U . " " WAYNE F. SHADE Attorney at Law S3 West Pomfrct Street Carlisle, Pennsylvania 17013 " IN RE: ESTATE OF IRENE M. rIGARD, Deceased, Latc of the Borough of Carlisle Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-97-743 STATEMENT OF PROPOSED DISTRIBUTION The Executor proposes to distribute the entire balance of the Estate for distribution in the amount of $3,043.19 to himself as sole testamentary heir under the provisions of Item II of the Last Will and Testament of the decedent. I, Charles Richard Figard, Executor of the Estate ofIrene M. Figard, Deceased, hereby declare under penalty of perjury that the foregoing Statement of Proposed Distribution is true and correct to the best of my knowledge, information and belief. Date: September 24, 1998 " ~ ~ .~ 'i) '.~ ~ , .: I " . .'r~""""'~~~l~""~~R~~.,Ill1l.':I":'lI!I~~:V''''':W\:.!:l'f,l!lo:..~'~'''""". .m'l'RfI__............ fe,' "~t;~!;.:"" ',:,,;,.'~ ,_,;'0" ...~.;~'!,-,. . '<j.-::'. .. ..::..,..., ':" . :'. ",., " """ ......\.,....,... , .... 'N.:: '.' "--:', '. " . , """'iI"~"', '""""' ".,~.~r,.'.....,.~...:......"';.~..'-~.... '0,.. _""'" " '. . n, _.," "'." _'.. ........ . .. .... ';"""~"- ". '.<:,';', -~:lf';. 'I~""'S.':,: ',..,:'.. ...:;.... _. ..... .' . ....., ",,, ,>r '.' ,..~'r;~"f. 'ii!:t+i!l~o/.".,..;;..".. .. ..~ . ..,.... ,,;',. .:' .... . ....."... . . " . ,~~ "~J~~"~~'" I .. ,,",. .,.._:.....'.. ,.v...."-' . __".. illctitllfill cmn m2ghtm~ttt OF IRENE M. FIGARD '. I, IRENE M., FIGARO,' presently of 149 Cedar Street, Borough of Carlisle, CUrnberla~d County, Pennsylvania, being of sound.,. and disposing mind, memory and understanding, do hereby declare this to be my Last Will and Testament,.~ereby revoking and , making null and void any and all other Wills and Testaments in the '. . nature thereof by me at any time heretofore made. ITEM I: I direct my hereinafter named Executor to pay all my just debts and funeral expenses as soon as the sarna may be conveniently done ,after my decease. . , ITEM II: All the rest, residue and remainder of my estate, whether real, personal or mixed, 'and wherever the same may be situat at the time of my death, I gi~e, devise and bequeath unto my son, CHARLES RICHARD FIGARD, presently of Hamburg, Pennsylvania, abso- lutely and forever, per stirpes. ITEM III: . In' the event my son should predecease me or perish with me in a common disaster, or die within sixty (60) days of the date of my death, I do hereby devise and bequeath my entire estate unto my grandchildren, in equal Shares, share and share alike, absolutely and forever, per stirpes. ITEM IV: No provision in this Will is intended to exercise any power of apPOintment. ITEM V: No interest of any beneficiary under this Will or COdicil hereto shall be subject to anticipation or voluntary or involuntary. alienation. ITEM VI: In addition to the powers given him by law, my Executor hereinafter named, and his SUccessor, shall have the following powers, applicable to all property held by him, effectiVe without court order and until actual distribution: (a) To retain any property received by him, inclUding the stock of any corporate fiduciary acting hereunder, (b) To sell real estate for any purpose, publicly or privately, for such prices and on such terms as.he deems proper, without liability on ~le purchasers to see to application of the' purchase monies; (c) ~o compromise controversies; (dl ~o d1str:l.bute in Clash or kind or bo1:h at. suoh valua_ I !... - .. . " ,..," " ,', .,',..'.."..,." :', <.. -; . I, .. .~.~ v, .. :;.' . I It., .0"."..., I . 'j' . . ')'" ~...' . .' ..' J 'r ., . ':" '". ... .. 'I. . ~h. . ~ I ~ " , . .. uations as he may fix; and, (e) To hold.investments in the name of an nominee. It is also my desire that DY Executor allow and permit himself and my grandchildren to choose and keep as t~eir own any items of personalty he or she or they may desire, prior to selling' any such items at:'public sale. said. choices shall be made individually, on a rotating baais, until my son and my ~randchildren shall have chosen as many oi' the i tems ~s they may desire and are available. ITEM VII: Finally, I do hereby nominate, constitute and . appoint my son, CHARLES' RICHARD FIG~RD, as Executor of this my Last will and Testament. In the ~vent he should predecease me or perish with me in a common disaster, or die within sixty (60) days of the date of my death, I do hereby appoint my grandson, RICllARD, TODD FIGARD, presentlY of Akron, Ohio I as Alternate Executor. My Executor shall not be required to enter into bond in any juriS- diction in which he may act. IN WITNESS WHEREO'F,. I have hereunto set my hand and seal to this my Last Will and Testament, consisting of two (2) typewritten pages, the first one of which bears my signature in the margin for purposes of identification this ~3'\1'l day of ~r')h , 1981. ;i~~A~.J F~~~=Jrq~ (SEAL) signed, sealed, published and declared by the above- named Testatrix as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. of ~ 'D I /:),. t.~; ~J-<-rf f2 of 11( C.:J.fU;,.\-' Ca...,llsll ~Po. .....c:....-. .. " ;. .:~ ':P;'" . J:.,., . , ~~ !I.'IH8':~a"~!<'2l~ . .. , " ." ..:~ ~... CO~~ONWEALTH OF PENNSYLVANIA CUMBERLAND COUNTY' ss: " ,101A,, WE, IRENE M. FIGARO, ~~ E. rcl/'fNl....... ('. Cl,d&...:. ; the Testatrix and witnesses respectively, and whose names are signed t~ the attached or foregoing instrument, being first fuly sworn, do hereby declare to the undersigned " authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly \ and that she executed it as her free and voluntary act for the purposes therein expressed and that eaoh of the witnesses in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge the Testatrix was at that , time eighteen (16) years of ~ge or older, of sound mind and under no constraint or undue influence. j~uJ 222.- :f~"'J IRENE M. FIGARO (SEAL) --"""A .'Ol//v- f1 ~ (SEAL) (SEAL) SWORN TO anQ subscribed before me this /g 111 day Notary Pu io DORCAS I\. ALBRIGHT, NOTARY PUBLIC CARLISLE GO'RO, tUMOERlMIO COUNTY 1.1'( COMMISSION Exrl:I.S AUG, 16, 19B2 '~~,"h!~, Pcnnlvl,~n!~ AlS:cilllon 01 Nollllu " ., ~ ~ Acknowledgment COMMONWEALTH OF PENNSYLVANIA ) ) SS: COUNTY OF CUMBERLAND ) I, IRENE M. FIGARD, the person whose name is signed to the foregoing instrument, having been duly qualified according to laW, do hereby acknowledge that I signed and executed the instrument as a codicil to my Last will and Testament and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. sworn to or affirmed and acknowledged before me by IRENE M. FIG2'>RD, this 16th day of Julv' , 1992. ,~~~". ~ $r41 Irene M. F g rd ~p~~JZ Notary PU 1C NotarialSoal . Co~o J. Tritt, Nolai)' P.ubrlC Cailislo, Cumberland County My CommIssion ExpIres Oct. 5, 1992 .' Affidavit COMMONWEALTH OF PENNSYLVANIA ) ) SS: coUNTY OF cUMBERLAND ) We, Wayne F. Shade and Marv E. Gensler , the witnesses whose names are signed hereto, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as a codicil to her Last Will and Testament; that the Testatrix signed willinglY and executed it as her free and voluntary act for the purposes therein expressed; that each SUbscribing witness in the hearing and sight of the Testatrix signed the Codicil as a witness; and that, to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. WAYNE F. SHAll!! AtJI1lDI:Y1tLaw S S<IUIb H,,"'''' SUtd Carliale. p...,.ouylvuUa 17013 -2- . .' . . ~ , Sworn to or affirmed Wayne F. Shade and 16th day of July and subscribed to Mary. E. Gensler , 1992. before me by , witnesses, this d/.r r-Skk " 1Jf.~ 1. .~ Not~/7' ~ Noland Soal .. Connie J. Trill. NoIary Putlic ' Caiflslo, CUmbadand County My Commlsslon ExpIIH Oct. 5, 1992 J WAYNE F. SHADE A_ at Law 5 _ Haoovcr Slrccl Cadislc, PcatlJ)'lvlllil 17013 -3- .....~.,.....u,.'."......,;',..,.,.,. . STATUS REPORT UNDER RULE 6.12 Name of Decedent: Irene M. Figard Date of Death: August 29, 1997 q 1- 1 +3 Social Security No,: 171-07-3955 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration ofthe above-captioned Estate: I. State whether administration of the Estate is complete: Yes...x... No 2, If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3, If the answer to No. I is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes...x... No (b) The separate Orphans' Court No. (if any) for the personal representative's account is: None ( c) Did the personal representative state an account informally to the parties in interest? Yes _ No ...x... (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: January 20,1999 ,-.; ~ &Zt1 Wayne ~de, Esquire 53 West Pomfret Street Carlisle, Pennsylvania 17013 Telephone: 717-243-0220 I !- " ,~ " C:.o r'.~ Counsel for personal representative 0: \.-'. ~j, I~ 1::) (" ~ -' ..... IN RE: ESTATE OF IRENE M, FIGARD, Deceased, Late of the Borough of Carlisle Cumberland County, Pennsylvania IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-97-743 RELEASE KNOW ALL PERSONS BY THESE PRESENTS, That I, CHARLES RICHARD FIGARD, being the sole heir ofIrene M. Figard, Deceased, late of the Borough of Carlisle, Cumberland County, Pennsylvania, do hereby acknowledge that I have this date had and received of and from Charles Richard Figard, Executor of the Estate of the said Irene M. Figard, the sum of $3,084.70, in full satisfaction and payment of all such sum or sums of money, legacies, bequests, intestate shares and family exemptions to which I am entitled by Will and to which I am entitled from the Estate of said Decedent. NOW, THEREFORE, I do hereby remise, release, quitclaim and forever discharge the said Charles Richard Figard, Executor of said Estate, his heirs, executors, administrators and assigns, of and from the said legacy or legacies and other shares in said Estate and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for and by reason thereof, or of any other act, matter, cause or thing whatsoever, from the beginning of the world to the date ofthese presents. IN WITNESS WHEREOF, I have hereunto set my hand and seal, this /..<;"0 day of January, 1999. WITNESS: , /2JEAL) dJF~ >J g ~_(C1 ifU. Charles Richard'Figard I verify that the statements made in the foregoing Release are true and correct. I understand that false statements herein are made subject to the penalties of 18 Pa. C.S. ~4904, relating to unsworn falsification to authorities. Date: January I ~ 1999 //7/ ," ,-/) ~ J ' l ~)( (e .~(1.,1 / !<:/- C-<< cO (r. .4 /? Charles Richard Figard C-- WAVNli F. SIIADE Attorneyall..aw S3 West IJomfrel Street Carlistc,Pcnnsylvllnill 17013 1,- '.!. r.:::.> :'-1 ,- ~ ..C y .- ,'], G\ ,., :J 'J~ r :1. ' 'I " I ii r I I I i I , ! I ~, : '0;,..-, , i.: . :-[,: .,;;.;.. '-.-