The URL can be used to link to this page

Home My WebLink About07-09-07 (2) -.J 15()56()51()47 REV-1500 EX (06-05) PA Department of Revenue '* Bureau of Individual Taxes PO BOX 280601 Harrisbur , PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death INHERITANCE TAX RETURN RESIDENT DECEDENT Date of Birth Decedent's Last Name Suffix Decedent's First Name (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW _ 1. Original Return :C:) 2. Supplemental Return C) 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required <::::) 4a. Future Interest Compromise (date of death after 12-12-82) <::) 7. Decedent Maintained a Living Trust (Attach Copy of Trust) <::) 10. Spousal Poverty Credit (date of death <::) 11. Election to tax under Sec. 9113(A) between 12-31-91 and 1-1-95) (Attach Sch. 0) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: Name Daytime Telephone Number c:::) 4. Limited Estate c:::) 8. Total Number of Safe Deposit Boxes - ..Q <::) 6. Decedent Died Testate (Attach Copy of Will) 9. Litigation Proceeds Received MI MI Firm Name (If Applicable) REGIS~ OF WILLS .~ ONLY <:;0 ~ ~-. :0 L. , .J -0 c=: ~:co r- :~~h1 I ~ =0 \.0 .; A JCJQ S:?II ~ i...._ :0 - .lJ DitrE FILEOr:i' W .CJ.:J Correspondent's e-mail address: he. tlmereS ix.ne.f Under penalties of perjury, I declare that I have examined this retum, 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 the personal representative is based on all information of which preparer has any knowledge. /1~SS: DATE 7/.sj1J7 Side 1 L 150S6(]S1(]47 1S(]Sb(]51047 --' .-l 15056052048 REV-1500 EX Decedent's Name: RECAPITULATION ;])EIIA'~tI CIJ7ka!/AIE ~ 1. Real estate (Schedule A). . . . . . . . . : . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 1. 2. Stocks and Bonds (Schedule B) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 2. 3. Closely Held Corporation. Partnership or Sole-Proprietorship (Schedule C) . . . .. 3. 4. Mortgages & Notes Receivable (Schedule D). . . . . . . . . . . . . . . . . . . . . . . . . . . .. 4. 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) . . . . . . .. 5. 6. Jointly Owned Property (Schedule F) c:::> Separate Billing Requested . . . . . ., 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) c:::> Separate Billing Requested.. . . . . .. 7. 8. Total Gross Assets (total Lines 1-7). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 8. 9. Funeral Expenses & Administrative Costs (Schedule H). . . . . . . . . . . . . . . . . . . .. 9. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I). . . . . . . . . . . . . . . . 10. 11. Total Deductions (total Lines 9 & 10). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11. 12. Net Value of Estate (Line 8 minus Line 11) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12. 13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been made (Schedule J) . . . . . . . . . . . . . . . . . . . . . . . . 13. 14. Net Value Subject to Tax (Line 12 minus Line 13) . . . . . . . . . . . . . . . . . . . . . . . . 14. TAX COMPUTATION - SEE INSTRUCTIONS FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) X .0lL 16. Amount of Line 14 taxable at lineal rate X .0'15' 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. TAX DUE.....................................,....... ...... .,.......19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~~~ '\) ~. .~ ~'~ ...-'.' 'l ~~~ ~~ Side 2 L 15056052048 Decedent's Social Security Number 15. 16. 17. 18. c::> 15056052048 .....J Decedent's Complete Address: DECEDENT'S NAME CArJtl~/AJE 5, File Number :21- tJ7- "J/ REV-1500 EX Page 3 DENAI/eft'N -STREET ADDRESS S.lfIl.A /i14.J> /1/g~/A/(; (!e-ur~ -- /DOf) /()11 ~k>>l S7A!.~7 CITY I STATEIJ'I fZIP i /7/)13 '- (!A-/lUSL€ Tax Payments and Credits: 1. Tax Due (Page 2 Line 19) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Payments C. Discount (1 ) #. I "-, 7f./()~ 97 () -----,- / ~ ~()tI Pf) /.:JV o 3. Interest/Penalty if applicable D. Interest E. Penalty ~ I ~ , ~I!:). .D Total Credits ( A + 8 + C ) (2) o o (3) t> (4) (!) (5) , ~ 'f()~ '17 (SA) 0 (58) ! ~"(). 91 Total Interest/Penalty ( D + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Fill in oval on Page 2, Line 20 to request a refund. 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. 8. Enter the total of Line 5 + SA. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT . ...... ........,.:....111111I1111..'.... . w""", PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred;.......................................................................................... 0 ~ b. retain the right to designate who shall use the property transferred or its income; ............................................ 0 IX] c. retain a reversionary interest; or.......................................................................................................................... D 00 d. receive the promise for life of either payments, benefits or care? ...................................................................... 0 00 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death 3. ~~h:=::::~~:~::~:~:~bi~~;;;;~.d~~~.b;;~k~~~~~;;~~;;;;~;~;~.~;~~;d~~~;::::::::::: B ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ D I:E IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is three (3) percent [72 P.S. ~9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is zero (0) percent [72 P.S. ~9116 (a) (1.1) (ii)l. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is zero (0) percent [72 P.S. 99116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is four and one-half (4.5) percent, except as noted in 72 P.S. 99116(1.2) [72 P.S. 99116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is twelve (12) percent [72 P.S. 99116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE . BUREAU O~ INDIVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WILLIS LINDA 432 W MAIN ST MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 21 7 -1 0-61 55 FILE NUMBER: 2107-0041 DECEDENT NAME: DENNISON CATHERINE DA TE OF PAYMENT: OS/24/2007 POSTMARK DATE: OS/24/2007 COUNTY: CUMBERLAND DATE OF DEATH: 08/09/2006 NO. CD 008205 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1 2,500.00 I I I I I I I I TOTAL AMOUNT PAID: $12,500.00 REMARKS: RECEIPT GIVEN TO ATTY CHECK#109 SEAL INITIALS: JA RECEIVED BY: TAXPAYER GLENDA FARNER STRASBAUGH REGISTER OF WILLS '/ ~-~ L} I II L'') I. L, L ~t>>) LINDA l WilLIS EXEC ,..... 109 EST OF CATHERINE DENNISON .".~ Cash Management Account. 432 W MAIN ST MECHANICSBURG. PA 17055-3241 ~~A~ ~9~ 7 25-80/440 ~~};b~~~E~Jd~ o_.p_1J~LLs-)__&j_~-i_____.___; $ /~S'"o%o 7tJE./ c/ '- ~Ev!f-.~_~,,:___._________}~ggA-'i$ trJ gifi:.~~n ~MerrlU Lynch Chase Columbus, Ohio 43211 MEMO .~~ X.tUdt:- '. ,w I: 0 ~ ~ 0 0 0 B 0 ~ I: 0 ~ . . b ~ ~ 7 B L. b b "I O. 0 g 4< .A.. et..Jy-r y BT Dr ])G:/Y/flf,N', C!A/~Br/i'E" SO' r/L~ /Y~", 2/-~ 7.. ~/ 1 7AK (!H.et{l.A-7?p~ "t3~l..f-SE~~~___C!lt~:l'?:L._~~T~TiY . ......!AlZ se/f@ULE :r ~,e 4A1C!/C'G~/)~A!.p.".(#.~~~/!!/l-Tl~A/. I i .--.. .! I NET TI1-)f~/JlE" AAfPUA/'rtJ;::- esr;tl/-7i!; - ~s 7tP", III j ..' 1.... ..... ! ... j. Ja).~t!l~!€}{l;f" ~T ~~~~~~ /{.r~!I,".12w-'1~~''-'~_~(~~n..tf(. .~5'~~" ..~_:~ ~!!.,-:r,!,!...,"" ....~.__.._._.~'". ~(l.l. f':.J.!.~~_.X ._~_'t~ _.=.__~~~l'. .~~.. I _____.~_~.._._______(I3)--lfkl!lf!l~tJ/'[.[...d-L.. _l~~.__.tr!~._..,,_ .._.._._n.. ..... ,. ..__._.. ; .~..., .._.___~__.__..__1....fJ/i,tf!JLr{t~"'-./!!.f;-~J~.--~i~t~._,..___.__.__...__..___.__.______._. _.'..___...__.._...___._".___..".__.__. "'n_____....,_.'" I . ~ -.--n.-.----------..----i~.! !~-.fl'-~3~-.1--!".L~------=:- _.J+-_If:5 ~__fD.Q__._,_,,________ .______.___.____._.__._....__.___.__.n._ J I I .......---.-.---.--""'t..----..-....-----.. ---.".---.-- - .....- ------..-.-----.' ',,-- _'n_.."""', ' .~."'.---..-...--. --.--..... .---.'''-"--.".,,-.-,,.--'''''''- "'."..-.-....--."--,,....-.---.--.--.--.-. ..n .. ....~... . nn-.rJn~~~_OC-~..t!.E.QI.!J!f!H~L~~f!/t'."!~.I:;.tJ...~ l~.~~,.. ~_. . .._1..~1!~ 7!~'.II...)L.JS.~_E_n~IP,2~!, ~~ . .- I i .; . L4~/. /,!./!I/../ILll!:~L.a~.~.r~.--~'!"~~.m~n#_~AJuJtt:)L,~ptl1.~L .._. ....._... ...-.,~...-....+.~-k-~._lf.-..~"..~eeukiK.'" h.~,. /& ~~~~~._~t_~..eLt~."__,,. ....."""" ___'" _ ,.... _,__..+"l?:.~~ "d.~ftL~~fL'I?~..~..." 'm" ..""...' _._...___." .."....m._._.____....._.._, ._.._____..__,,~.__..______,_. .,."..__.___. --.y,...--.~--~....~~ .- -....- _..~ -.-,,-'<"-,.-,-~i..~ . y ", .""-- --+... .".' . .",,-- COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATEOF PEAI,{II.f~~ , REV.1Sl3EA + (1-97) . SCHEDULE B STOCKS & BONDS c:l1-o7-Q/ O;/7N~/AlE $.. FILE NUMBER All property jointly.owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. If. 8. DESCRIPTION MIE1lI(ILL LYlJeH ,#(!(JouAl7 .ft S-7~ -J.;.7~K7 /{'l-8'. 712, sit. ~f. A-h/. c.p:faJ IoDr/d Growte. ~ Inc:ome 2, 3 '9.., 3r30 ~h' of ~.. /Une/ sf hom. et- B 7'-/. r./1 _It. D-t kM. 8aJa.ncU Fu..\'Lel C,L e 173. ft'SIO ~..f fjlAL/<Rrx.K c;.IDJ,tJ 4t(D~...,llDW C.L e mDllr AuJd ( SEE' II A-/../,f If noli /...E ire'?!. fltl41J1 /J1EJt./l/ LL L'yA/(J,J/ ~ 7I)f.(!,H Ft> /I tTl.!I70 ).. VALUE AT DATE OF DEATH ~ I 7~ l.J.8 kl roll ~ /{.if., 2 r, 3 . 12 ~ J 3., '7 f. hC{ ~ I 3 , '73 . 9'1 ~ Iq~ /10. '11 c. Po IF. TOTAL (Also enter on line 2, Recapitulation) $ /08,,J IS. 33 (If more space is needed, insert additional sheets of the same size) ~.., Jun 85 28B7 18:59:21 17177734447 -) 4/JI/1I/'JtML!" Merr i II L~.mch Page 881 .. ~ Merrill Lyncb FACSIMilE COVER SHEET TO AT FAX linda willis 17177957473 FROM SENDER DATE 1vlerrill Lynch DONNA KEPNER Tue Jun 510:58:14 EDT 2007 If the transmission is incomplete or illegible, please contact the sender. CONFIDENTIALITY NOTE: THE INFORMATION CONTAINED IN THIS FACSIMILE TRANSMISSION IS CONFIDENTIAL AND IS INTENDED ONLY FOR THE USE OF THE ADDRESSEE NAMED ABOVE. ADDITIONAL RESTRICTIONS AND/OR LIMITATIONS MAY APPLY TO THE USE AND/OR CONTENT OF THIS FASCIMILE. SUCH RESTRICTIONS AND/OR UMITATIONS,IF APPLICABLE, ARE DESCRIBED IN THE ATTACHED DOCUMENT. IF THE RECIPIENT OF THIS FASCIMILE IS NOT THE INTENDED RECIPIENT, YOU ARE HEREBY NOTIFIED THAT ANY RETENTION, DISSEMINATION, DISTRIBUTION OR COPYING OF THIS FASCIMILE IS STRICTLY PROHIBITED. IF YOU HAVE RECEIVED THIS FACSIMILE IN ERROR, PLEASE IMMEDIATELY NOTIFY US BY TELEPHONE AND DESTROY THE ORIGINAL TRANSMISSION. No of Page(s) (including this page) 4 Subject Copies of info sent February 07 Donna J. Kepner Client Associate (717) 975-4647 Fa.x 975-4663 -----Original NIessageuu- From: W02771P201@,mLcom [mailto:W02771P201(m,ml.com] Sent: Tuesday, June 05, 2007 6:56 ANI To: Kepner, Donna (HARRISBURG, PA) Subject: Scan from a Xerox '\N orkCentre Pro Please open the attached document. It was scanned and sent to vou using 3 Xerox WorkCentre Pro. . - Sent by: Guest [W02771P201@m1.com] Number of Images: 2 Attachment File Type: PDF ... ... Juu as 2887 18:59:54 17177734447 -) Merrill L~nch Page BB2 vVorkCentre Pro Location: Harrisburg, PA (Camp Hill) Device Name: \V02771P201 Device Serial Number: MYP.021678 \'VorkCentre Pro IP Address: 10.136.140.213 For more information on Xerox products and solutions, please visit http://v..rww .xerox. com CAUTION: electronic mail sent through the Internet is not secure and could be intercepted by a third party. For your protection, avoid sending identifying information such as account, Social Security, or card numbers to us or others. Further, do not send time. sensitive, action.oriented messages such as transaction orders, fund transfer instructions or check stop payments, as it is our policy not to accept such items electronically. This message w/attachments (message) may be privileged, confidential or proprietary, and if you are 110t an intended recipient, please notify the sender, do not use or share it and delete it. Unless specifically indicated, this message is not an offer to sell or a solicitation of any investment products or other financial product or service, an official confirmation of any transaction, or an official statement of Merrill Lynch. Subject to applicable law, Merrill Lynch may monitor, review and retain e-communications (EC) traveling through its networks/systems. The laws of the country of each sender/recipient may impact the handling afEe, and EC may be archived, supervised and produced in countries other than the country in which you are located. This message cannot be guaranteed to be secure or error-free. This message is subject to terms available at the following link: http://www.ml.com/e.cammunications_terms/. By messaging with Merrill Lynch you consent to the foregoing. -, Jun B5 2BB7 11:BB:3B 17177734447 -) Merr i II Lyncll Page BS3 Pri"~ll(;l Cli(~lll GrOllp t::J,';~~, ~l.." ~'" .-r:'~~' I~,... r,'~ .1'1, ./;....,...r.t<'., "~~,~~,I~~~ j:J ~ ~ ~.; :./~ l'{ ~., "',~; .'" ' ;.~: .,..... \I~" ';I.. 4'11 '.~ 1'\:1."\..~~. ot;~"". ~ :n4 S('nah' Av('uut' r'r,tsl Ollle(! nnx o~ 10 Cmup Hilt, fo'(~llngylvi.lni(, I '100 HJ~] U 717 ~75 4f.l.lU I)m('~ ~OO ~l:~ 7 ()7:'~S Toll Ffl.\t! F;\)\ 'I'I '{ \}'/~) .t(H;~, J.'elH'uury 5, 2007 1. incl.(l, 1.. l-1!'illi.~ 432 lV. lYl u in St.1'(~C I. M'~cJr((.nicsbu"g., /,'A '7055 RI~: Merrill Lynch Account # R72~47SH9 N/O Lbld<L L Willis OuurditU'l CCl.lh(~l~i,nc.~ s. Denn.ison 1.i.1l.du, Pwase. accept this letteJl as 't.'e:riti(~clt'i() n that tJ'U~ u([lue of the about> J"efcrcJlC!cd account on August 9,2006 Jvas $lo8t2.'t..::;..13. The del'aiLCi .'ifthc securil'ie." held on Augw,l9: 2006 are Ctsfallows: til!Ql'~ S~~.ill:.:itJJ____._____....,__._,_._.___ Vnlue 448.772 2,,399.:l~J:J(} 7(,1.617 77:J.8510 ..<1nu?rlcall Cal)ital "'arid Oroluth & ll1COUle Inconte .Fund of..4JTlericCl. CI...lJ A.Jncl.-ican Balanced .lfu7l1.1 CL B BlackRQck Globcll.All.oc!llt.i.o1J CL B Monell fund ___________.________..._____ $ 17,488.64 44,:.t6.:1.l2 . 1.1,()'7S.()4 . t 3,673.94 . 19.11CMl2 , 1'01:41.. 11' AI",Vb' 10S,:!1S.:J:l 1 rJfust that this letter will be sl{fn(!ient t'er(ficCl.l'ionlor Y(JlH' needs, 8incerely., \. (\" ~,:"."" .... .\1,;, ."', \~..l'~ ":'{"'(.I_..~.-:c . . -...._:\...~..\~I'.f' """~_~'" ._..~.' Donna Kepner \.. Client ASSI,)(!i(J.f'(~ '";1.. :'.- \ . : .' I ;. ~ l :. I; I I,! I,.'" ',....1., {; .;.. '~",l';" ".,~ .1.1 . , Jun 85 28B7 11:B1:B1 17177734447 -> FC: BRINDLE, STEPHEN KAI NPC ACCT: 872 4 7 ~? 8 9 IJINDp. L WILLIS GUARDIAN FBO CATHERINE S DENNISON 4 32 ~v MAIN s'r :MECHANICEiBURG PA 17055 P.AY CSH SETB SETD 8/09/06 FF': N PR.V YR: SEe #: 9EK80 C 9EK86 C 9EK87 C 972D5 C 975B4 C -99 .99C .99C 05/04/03 SEe SYMBOL CWGBX I!"'A!~i: BAllBX =)'72t)5 MBLOX Merr i 11 Lynch Page BBct 15:00 08/10/06 PG 1 COB 08/09/06 Fe: 8050 ACCT TYPE ~ CMA. T-VAL 108/215.33 PA.FND . 00 .00 .00 19.110.00 .00 ,00 .00 CUSTOMER ACCOUNT ASSETS (766) 021.1-1 c: I ..,' ~ pos/PGS~ ONPRC 12/05 TNT: fJlCSH INTC f.~ME SIVlA MeAL TeAL UPDIl.TE; N 150,449 213,995 - - - - DESCRIPTION -... _. - AMERI~N CAPITAL WOR A.fIItERICAN F'UNDS INCOM AMERICAN PUNDS AMERI MERRIIJIA LjYNCH BK 1.JSA, ML GLOBAL ALLOCATION 02 o .00 .00 .00 o ,00 .00 .00 266,774 ... Q UPJ\rT I ri'Y ,~ 4L18. '7'720 2,299.3830 761.6170 19,110 773.8510 S 'J'F'N.D C -- MNY c.. CyrH BCOH'r 1 / P~NU MF~," CURR PX 38.9700 19.2500 17.9600 1.0000 17.6700 \rALUE -.- 17,488 44,263 13,678 19,110 13/6'73 REV.l506 EX + (1-97) SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT . ESTATE OF FILE NUMBER DE"AlIJI/Sf)~ CIf7"#E"R/N'F S. .:l/-() 7- ~I Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly.owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. :2. VALUE AT DATE OF DEATH DESCRIPTION REI=iJNj) FtP~ PA-Y/JIGNr~ hJA-IJF IJEY//lI/lJ :b.O.j). ON II AI rrEt> ,f-/}f,*/(! AN IIIISt( J4If/IIe E (!e, ifF ffl JjJ) oAl 17~~ /VAt- /A/ &111E" 7JtJ.~ ~AI (!,LoSBDl./. r ;:iI:>>eh1 I~~~ ~/H /I€'s_ IIJF=O NOTe: IJECJ:DENr HA-l> NO Ire:m.s ()I= ~S'?.sfJlllAi.7Y LlFl=T ;l-r -ntG 7)4/ E t)F H6f' LJ6i'l-7:JI, c..W'€ F(A-JJ ~B:W /lfePlJfjJ~rENr ~ St>/JIE Y~$" ~/) 1UA'$ I8E1N~ AlAlAI- /"/J./#E1J A-r 7k€ /YIfRSI/IIG NbAfF. ~ /, '10. /2 ,. 3t!) .00 TOTAL (Also enter on line 5, Recapitulation) $ /) 7 () o. I J.., (If more space is needed, insert additional sheets of the same size) REV-1511 EX+ (12-99) . . . ~k SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF ~/-07-4-1 Ve AlII/cSo~ eA- 7H~/N€" s. FILE NUMBER ITEM NUMBER A. Debts of decedent must be reported on Schedule I. DESCRIPTION 1. FUNERAL EXPENSES: fJllEllI-/1J /1-7 1It/H. PE ZZ.I F-ttNEIiA-t. !tIJ/J(E /)r Alet!II8-M'tJ5- $UIl.(,. Ft~f,t/E7l Sl'1lIIY FiUJ/( b"HU}E ~utPll67 &>~ lHet!N,fN'~8t{IlG .;t B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) L IN 011 lEt tv ILt./ S /P~ II. Social Security Number(s)/EIN Number of Personal Representative(s) Street Address tf~~ /4/ESr IIIAI# Sr~EEI City IHECNA-IIICSI8If1'l r;.. State~ZiP /7()S~ Year(s) Commission Paid: 2. Attorney Fees SEE SEPIfItA-TIF SHe-Er ~ rrA~NE"./:) 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant AlOAlF ELI6/~t.E Street Address City State _ Zip Relationship of Claimant to Decedent 4. Probate Fees Mtt! /)1'1/""/ issue 1>1 s/u,,.t cerf;/.c.Jes Accountant's Fees ) ... ..._l H. /JoL......... _f r_ - 't ' 11- e. r~Dn ,,,.,..,If.INn or l:)re.ekJQ.w G4 I ~soes. Tax Return Preparer's Fees ef' As I Df rnecJJ A.n " c: s b.....Yj n,,- tP rt.p tsf IDC/I).) IJ~ ~"/ /t;'~1 / r:'A "I~ t!fz. (~~"j",) I'hlve,f;s,,"! /A C'antDeI'land W ~UrJ1l2/ A"Y~I'I1S';,/! ;n CAr//s!e Jenh;,e/ /Y~f?~er A~~' f1'AII! I'/'#JdI .fee - l?1'iJkr,r 41///s ~,.//'? r//'sf IUtII h'.n_1 Aet!.PIln6xf -R~i.rlv~,,1 k'/i'/s r///'(/ :z:;, herihne.t.. -r~ 19~1z.cm- ~,:S~ i')f AJ///.s (Co" Ia AU e.eI ) 5. 6. 7. r, 'I, AMOUNT -0- ~ ~2#'1{) WAI VED , " ,tj II. (,I) NOAlE ~ /1/,00 , 7 ~D. It) ~7 ~ 00 - /0 7. 99 ~ :l t)(!), DO "/~~,DD f? /$. 00 TOTAL (Also enter on line 9, Recapitulation) $ 8," 7ft, 09 (If more space is needed, insert additional sheets of the same size) Sf!.H ED. It &-tit d. EsT: Of: :DellI/ISDN eIl-Tle/E'llA'€ s: #0. 2./-/)7- '1/ ______________________ --------------------------------.1----------------------- ------ - -------------------- ----------------------------- - ------------------------.-~.----------------._------ ____________L~,_ A~' n4"0/ Shu,,!. e.erti{.,'ct!~________~____________________________________._____~ 2, /)~___________ _____11, lfellMbursUlfMt L_eltA,.I!~__ e; Sh,'eltl.f 1Jr ';;r___/!..kh~I1/~$,,_itMf_____________ ..r&1ruu:.eJ1JjJ~-/lP.r4t.el euh'h't.I /ntl;//"f~__~k____L~ni1.) ___ II / J/f..?D __ J'f, f.4f..MtIIf i)' L/Aq:, ""'Im:r, Aeea;";~ ;; /Jf~4.rler 'lS: /Po r ),5; ~1AtiJ1lr.r6H1e/JL.$ L/Ad, A///v~ ~~t!II~;X ,br /J1i..f~. J:)c-p:HU.I. "s;r; ~~ ~_________I'. Ifhh"bUI'&eMenf t- _rlt4.~/e~_~ __~,'eldi _:or ~,. &sf If t'/,'nJ IIw. .~ ~"t# ~U/!!.thllf~~~ ~~ _______}3~)~~~ co :ii -\ :r. o !< o m r- <: m ~ Z ~ :n c: ~ 6 z '!l '0" en 1) ffi Q :n ~ -< ~ X m :n ----- o ~ !1:l () ~ o z p .- !t~ 'tJ :1 ::e ::D '0 'm ,Z f't!..1 ;-fiF;:) :;/f-~::t, fiGS !;~; ~ >< o m r- < m ~ \ r:.\ (It \.~)\ ~,r" ~\,\ ~'\ ~. \',) " " -, -J " " -. \ o ~ \ \L~I ~ / (\:) I I ("""I- ~ o :0 ?:; -:::i.,J.. .,J..O _ -l 0) )'$ ~ .....CJ) cD -. ~3 .,J..i . 0 _::s 8~ ...... . ~~ I CD fig. 1'1)1>> . :. -nO I>> en )(fS' -:::is ~ca ,::!.. ." $> ....a .,J.. I -l ~g 1')<1\ -4 S ~ l ~ :r.""O OX ~O rnZ ., m z r? ~~Ii >~> ~i' -<~-< --<1-< '" '" ~~~ ::?~""l"'e 5 ~ 8" ::::: "T\ Sfl i:a:~ ~~gi5 ,... ~~ ~ N ~ -.1- ::0 0 _M_V) -! -<-< - ~ ~~z 0....=0- C ~ ~ ~; wo..315 g """ ~~~~ 0 to t..: CD I~~- A i ~ CI) -.I-e""'i :J:~ - ~-~- ffi>-l E~ -- ~ ~ -.I ?>~ c./'J VJ 8 ~ .- ~ (.7\ -l ?i ;-.I ~ :II:: @S .." ~ ~ M ,.." <:;,' :! ;-.I ;-J ~ ~ ~ ~ -.l , ffi ...... ~ ("';0 ~ ~ ~ c.s::. (:) s:: ~ n ~ ~ ~ ~. ~ s;... ~ Q\ c:.S . :s ~ (:) ~ ~. rt "::t:' \ ~ \ ~ " I I jE.s7: tJF lJeIY/Y/.$IP/y; (!,I/ nlET</AlE .5.. ~/~ Nt'- ;2/..I:)j1-lfl j ~ I.sCIIEl) I/, /!-7'?;+(!HA//FlVT ,€E: A rfl1~DEY s ~.' . .... .. ....-..... ....I.................._.......~..==.=~.===-~~-====.-....-~.=...~==.....~=======_=.==.. --- .. --..... .__+~~l.!!!.~zzt:z~~~H!J',..~g.f .~,/.~_~.!s,.~f._____._ _._._ __.. h_'_.___._'__.O. _________ ~~~..~..--~tK __l.)_~~jl--!E.s$gi~~---L!J--_~6<<-cAk't---~!.~-------------___________.__ -.... .... ......--.-- -~/J/A!.h.l?_m~.~~~t'~v~-..~J.nL#ct.l!--6#f_----.---~.-- --.-----_. ~-~ ~~~.~~~ -.-.---...-.-&.!~~4~-{j~J /h4~~L _..... ........ .._$.~.?r:.4__ ~.:~_._ ---------------- I3~L-()IIU1~.--~ _ s:1I1t:~~_2![__If~l!~f&1I2L~r _ffi ~~!-~__ ______.____._u._~ _~ '~-~bl~---.~4J:.-_-~4J'h.'-4-IE/--~ __~1!:.~4L_~~~~.~~_ ._.~_.__~m_____________ ______________ _e/~~tJ S_-.!!4l~ 1'e/t!4~ ~_ahJ!~~-..~t--~-~~71 A~___ ___ -----..---- "'- It!f:!l_.!'~e/.._~_._!!.!~~~__~ /(/~l(J'M J1I~./~leR4~ ~~ ________ .iA.1!1rall&e_JiJb/1/411 _ht__ /Jf~!7-~Ite/ ~ 4!~~ ~C.~II~__&' -Il~G6~ 41J6_~ 1V4...~ /~p. _e1/.p/ne~ fr~t!1 ~J/er ~11fl-- __.______ fl!"''fJ-Il_k''/( -94;# p,t/_~"s ~/!!~ ~t!!~ ~d&"__.______..._ ______________ -ldf5-/----&.-~~ /VI JQ-If(at& /4uw ~ ~ k/JA,'c.Li4f________ ~ rul ,tShHe:nPH i.JtMeeh ~~/rs" ~ ~Hl!' ht=~A/'/~.r I, -- Qi;ll"'''i!,~7 eI~cijfi'iiA7F',-(t& III~ Alt-"k-~-'7i;;sr /JrliH"'''YN/rs- ;;1 ~/I {'qsei/ -------A /I~dt'~':~ q ~/~ ~1~'J r~ttl!:~/ ~.s:R4;CJ AS ~ _ __ -~-----________ ~ vf,:s6;'~h~1/5 IA _hlI1J!-4HL__4JVL ~AAI__~/e/ !YL~ __ 'tlS 10 /(/hJdr r/w./J~'ct$;'//} b- k/~k// U/hnut/ef ~___.._ ----------~--.-- JlLnM__/ttb;1ahllfi?t.L_/:'bK/ qj~~J/h~~ ~ e?S ~ . ---~--- .41M&r_&.It'~? ~-r<l~chCa/~ ~~".ot.,;---__ ~-~--- efe-'-____ ~-~" ~/..~ -~--&.lLa/&~B_.--~~~ 6&~/1t-.-- ____.___________ ~/4IIuk__1f? as"t.!!.~ -710 ::: L 7S7J."i!) -------.,- /------_._____.____.__.____ ...___.___._...____n____._______..._________________ f" 9/ppo - dJ/D =- I" S-OO..D ----..-- --- 1--.------------fe?-/tPt!):r6~o-.-.--s:k.----.:l-~D _.._12__ ! ~ <7/S- - ~~ :3 ",. '0 .----.-----------.-----L-.- _ .____..__.____________________.____________ I ~ , , $." IS 7D7;H. - --.---____._~_~.~~_~...(ot?__.__________________.._.~~_:__~ ''f.'.,--_li/J ___ Trozzo, Lowery, Weston & Rock Attorneys At Law 75 Greene Street Cumberland, Maryland 21502 William J. Trozzo Terri Ann Lowery* Raymond F. Weston Deanna R. Rock** * a/50 admitted in WV **also admitted in PA and WV Set" B. D'Atri Telephone: (301) 759-4343 Facsimile: (301) 759-2713 April 3, 2007 CHARLES E. SHIELDS, III ATTORNEY-AT LAW 6 Clouser Road Mechanicsburg, PA 17055 Dear Mr. Shields: I have enclosed an invoice for our services in obtaining the release of the will of Catherine R. Dennison. I was happy to be of assistance in this matter. If you have any problems or questions, or if there is anything I may be able to assist you with in the future, please do not hesitate to contact me. Thank you. Very truly yours, Trozzo, Lowery, Weston& Rock ~<~~~ Seth B. D' Atri, Esq. Enclosure: Invoice Trozzo, Lowery, Weston & Rock Attorneys At Law 75 Greene Street Cumberland, Maryland 21502 William J. Trozzo Terri Ann Lowery* Raymond F. Weston Deanna R. Rock** Seth B. D' Atri * also admitted in WV * * also admitted in P A and WV Telephone: (301) 759-4343 Facsimile: (301) 759-2713 April 3, 2007 CHARLES E. SHIELDS, III ATTORNEY-AT LAW 6 Clouser Road Mechanicsburg, P A 17055 Re: The Estate of Catherine R. Dennison INVOICE Attorney Fees: Meetings and correspondence with Mrs. Willis, the Scritchfields and Mr. Shields connected with releasing the will of Catherine Dennison. $200.00 Meetings with the Register of Wills of Allegany County, Maryland to obtain the release of the will of Catherine Dennison. $300.00 TOTAL AMOUNT DUE: $500.00 MAKE CHECK PAYABLE TO TROZZO, LOWERY, WESTON & ROCK REV-15" EX. 1"-'3) '* COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS FILE NUMBER .:z J.. 0 7 - ~I ESTATEOF 'DE/iN/.5 6~ M'#G7</#€ ~ ITEM NUMBER 1. ;2, Report debts incurred by the decedent prior to death which remained unpaid as of the date of death, including unreimbursed medical expenses. VALUE AT DATE OF DEATH ~ /} f2.3, tJI, ~~D./)~ DESCRIPTION ~" FlAtH- I'I-V/JtENI 7i; UNrrl!f1) f!H"Itt!1I 1)1= t!H/l/sr Itd4fn PA. LJ~"- 1)/= /ZEYEIIIIIG" ,.t'E/tSbAl& IN(!oAfE 7J1I.K PIf€I'tfIfATiPII OF STJ./ i fJAI2 iiA-t ,f (!,epU AlIIN6- ~R , kA~O/AIISH III tJF eA 7~E1t/II/G .l>E##/.5'~# AMJ Re/IIIIJUlSl:.- hlEAl1'S r;,~ (i]~7S A-OYAA!!ED c: 70 MAS. E: SNIEZ/)S2C ~~PJtR.A 71 ON ot=' ~rJo{ f. IJAJeT/,f{.. A-(!A()U/I17i/VG ~ c:;.1A.A-~f) I A- NJHIP OF CA-TU ER!UE '])E#A//SbAl II-N/J RE'llHl3ae ~- /HENI FA/[ t};srs .lHJI/AAJeE"D = 7E C~ E. SHII:7As 7il 7t J , 5""~ 39 ~ ". ,/833,10 .s: ~Ai.lfA't!E t?F tJ~t>N/1{. /#~IH& 'T~ t:!:'A)e7> "N Il/f. ~ I'U: T<<.IM' ~ ~A-. "PE1'r: ~F AeY4:NUE' ~~t).oo TOTAL (Also enter on line 10, Recapitulation) $ $, 7 3D. 5~ (If more space is needed, insert additional sheets of the same size) Charles E. Shields, III 6 Clouser Road Mechanicsburg, Pennsylvania 17055 717/766-0209. FAX 717/795-7473 Invoice submitted to: Friday, June 1, 2007 Ms. Linda Willis 432 West Main Street Mechanicsburg PA 17055 Professional Services rendered regarding 6th & Final Accounting for Catherine Dennison Guardianship: Review of all materials, instruction regarding preparation of accounting, periodic reviews and partial proofs of work, final preparation and proofing meetings with Linda, review and preparation of all correspondence, trip to courthouse to file accounting, etc. 5.5 hours @ $185 per hour. Administrative: preparation, itemization, categorization and recalculation of entries, proofread and revisions, etc. 10hours @ $50 per hour Reimbursements: Photocopies: $59.40, Mailings (with Certificate of mailing): $17.49 $1017.50 $500.00 $76.89 Total Amount Due: $1594.39 Please make check payable to Charles E. Shields, III. To ensure proper credit, please return a copy of the invoice. Thank you for allowing me to be of assistance. For office use only: Date of Payment Check Number Amount Paid Charles E. Shields, III 6 Clouser Road Mechanicsburg, Pennsylvania 17055 717/766-0209. FAX 717/795-7473 Invoice submitted to: Friday, June 1, 2007 Ms. Linda Willis 432 West Main Street Mechanicsburg PA 17055 Professional Services rendered regarding 5th & Partial Accounting for Catherine Dennison Guardianship: Review of all materials, instruction regarding preparation of accounting, periodic reviews and partial proofs of work, final preparation and proofing meetings with Linda, review and preparation of all correspondence, trip to courthouse to file accounting, etc. 6.66 hours @ $175 per hour. $1165.50 Administrative: preparation, itemization, categorization and recalculation of entries, proofread and revisions, etc. 12 hours @ $50 per hour Reimbursements: Photocopies: $48.00, Mailings (with Certificate of mailing): $19.60 $600.00 $67.60 Total Amount Due: $1833.10 Please make check payable to Charles E. Shields, III. To ensure proper credit, please return a copy of the invoice. Thank you for allowing me to be of assistance. For office use only: Date of Payment Check Number Amount Paid REV-1513 EX+ (9-00) . . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF ])EI/HI.sIJ~ eA'TIIBl/NE S. FilE NUMBER ;</-07- If/ NUMBER I RELATIONSHIP TO DECEDENT NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. (SEE S€PAlM-TG /'/.571)/6.IfNiJ /J//I-6L.IfM~ Ar-rAt!.HED) AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) jell!:/) J: - (!JIII-IlT OF {(€CII'It:"/lJr.s MLiJ A-f),pRBSe;3 .... _..fJIf-1-.-rES.7:. .PC ... ..(le-,yff!J"t>~.c#11"~~/A"<f___'?", I ~--- -~'---"-----,,---- ,,"-,---' ~_.~,._..._-~.----t -..-----.-~_.~-.~--- ---~.--~--.~..- --,._-.---~~".,-_._._.~,.._-_...._~-,--_.- ~._-_.'---.,._-- _'_'_'_~"'~_'_'T_'_""__'_'_"'________ ,_-~_,_,~,_-'-'--_.,-,-----~,~,,,,~,,-,"-----_'~ i I PER I rem S€CL:JIU)) &JF" ,.~ r U,)/~,,' '-~'-_'__.,.,-~- _"4.'~__ "-~~--"~'~'--r--- ~~._-, --_.~--.,,~~..'--- "--'---'_._--'~-----~"-' '--'---'_.~-'~~--'-~--- ..,,-- . ._.-. .,,-_.~ --~ ~-- ,.~ ., ._. -, . .~._~~-"._-_..- -~.~_._. ~ ~._,__.__.,,_..,______._~..._.,__ _ _ _ _._.__,_.__....~~~..___...~___ ~,..~_." ... _ _..___ ._____~~__._,._~._..__ ".__..'<_ """. _ .__ I /; R / ~ )\,~. ..r,_..u.....,.u__.. --.----~{4..L_I?.w..t2b.2!lL------M-A/EP/I~h!.-llL'D.L--- .. u._ .. -......., nlf..~@'/;uL.st_ M__. .+-['klM_IucIMlr.!;. ./f/,j) ...~.!..fJ;.:L_.. I F{~~_~c? .Zl.-: {?_7__ .lff --.OJ _G~r~.f.. _.~nl1l~~nL.[r._WlL.Lqjk~.r()1L. . (,/.J.l) . ._..... '13 I -1ReI1LM~~~.Lj.g(l:i"ird.. b}l'Id'l.-. ...--____.__ _.._________..._.____~..lillLeA1L.rl'I'e4{&'(@~; I I KA-It.E"1f/ IJEIJI/Y/.5olf1 ~ .'___.._., _____! .....,-....__._c.".._._. _.__ .~._~..,,__.. ."'_'._' ~_._. ____...__~. ~_h'_ _..~,._.._.__.,...O_..___'"._."'O___"__~ ,_ ._. >_...... . __...._..__ ...._,..._...~.~._._..~ --. --'._ .... -. '",J_fd_~'~!2x___2!f__._.u_.._w____ ....._ . _umu',,"'_'_,_ . I - ...-u--.I..f&..'1!..f-~/--Et:~----~y? r'L.____. u_' I _...u_,__ ---.,,-.~....... umt .._._u.._....._,___..__ _...._.._.._.._..__~__.. ....... ....'_______.........__.___......__..u.__ .tc,J'RDySc. r/fu./,fi:eI~ jI).4.,s (( b. rofkr_:_._ . - j6'e-,d~~L-~.l~. . Ji,{r.f'lY'elLJy :;'7A'/rL/~. .__M__.___._.. .... _ _.. u ._f.t'hl'~re.!l' t Ser/ he Id..~..-.-.._u--- . --...'-.---.--...I..........GLIvrJrIL- -- ._M -- . ..=I1f.pbW . /lS.h)_._;1~m__ if/I", &a,.{t'eld Rd .--. ...- -~-~'---"--'-'--'"f- O' __ __._.. ___'''._.'- __ _.....___ '_'___ -. ... t. uSPfJMl/lJlf~ 1J1J>.;l,L73~ __(i'i}..u6l'--~fl,t4.._/Jmt!!(L..... -_f1ie_ce__ H .usj) Y,to 1?:?P 7 5yetlll~ k'lf-. ;(~cKI(I/ Ie ~ 111.)) ~o.$S~ ...i. (d) Iby4h/JItSer;fehh'eI d"W/('stl o"div. {i7'e -fJ~t/eCMJed.. &/.$ ~tLrl(./vt:-d )y .1~al1 unrtdJll rr/e/ ~lrb4J : ~- ----------4J.L /-il11., j[Ji/~~:-----..----- 11ll:U__ v~J) .________y.! ...... .__ .... . . ! 93z /t), /lthn $1: ----_._-,--_._----~--------_..---._~.._..__.~.._-----~~---~..-.,----..._-~-------~-~~._---- --- - -----r ._fl1 e Ph~!!J.~~k~j3t-ef!~~-- .... - . .--._________.__.____.____ ._ i I ---.. --.-..... -...-....-...----.... ....---+..-. 6hl.._~!!r.~~hfA~t6.~.rn..1ktt._c;"hacl!'..C!l .~i~c,f:!!~ ...__-+s..~~~-.l1e.ilLe-I:........---...- .__..___...__.... .; ....../kl:e_._.4~..__~!I.r:.. .sJ/.!?I1...__ciLLLt/JJ;!L... (l1i.~..6,....u~lt~.___.. ___: . e/~//;~_dtI'Lll!,f)re4_~t'l1ia. iJ/es,k'"-. M~~IEy~q:J-r-. ___ 't..~.. ~.M{~I/ ..-If~tt---.~-__~~K_~€..fJU_-~tA---.---.---.-.--.--..-.--.--".... .., 5u rJ/l'Vpr~~.2hAIEJUUI:JlMn qll~./'y /UJ _~.:2 SMn>. :;: - CNART t/F ~€e/I//~7tI/-S ~tJ /l1:>JJl2E5ses I ES'T {)r OE-#/JIlstJ/JI e/l ~6elAlE i' . ........ ...... .. "'U . . .-.......,.-... . "..~ ...... "" .n..'............. I R~. ~!l'fr!h fr/Ud i .~. (;eraIcI cft!I"'kh f/eld 'T ! IRIJ ~ i?~. '1t1 t..!lyl1c//}'Jff'J1I........€~, .. /~~(lS I. ''d .~Jt;fJ'flJI' ... . ~~/fe4f/~h/.WL$ll. ...br!!&e(:. .. lUel2atfetu.seL"..bf/s ~I(!:!:~'ru(~y~.. Idtw-fl!le.r L____ I Slll'rlo/-(!/"f/;t, 'l':tXe J . ~'i? _.._.-Z;!!_~d,..C!!'. f/~ . "._ .-I-/!I)'j'/~-_iJadI~~ _;;,fs:~E .. ~ffi_-~dh~iL~=-flJ~~=riS{l-Sl;Sfe1:, J.. j.~-r._I!l_._.h1!&iP.~(L_..rj{ti~~--tf! J1) I . + lilt ~~.j/lAJjll&~I~ j 5.. Au: JfI~ Z I-I) 7- 91 .-_._._._._~.-_._., -.-- ~.-" . .__.._(j-~) Yr ..(;~Z) -_...Y!:..- _u~-lJ.._..__,,~.. Yr I IXNE1) ..:r: - (!i.IIf-Il.T 0;= ,eFCfPII!ENTS ~.L) /fl>~~6>es I EST: DF .oEN#/SiPAJ" (!A-/We:7i'/A/F ~. I~..l.. j&ll1~f!rl~tMePJl~~,7/ios.~,-;r_~~- -------1 ~M _~~~__'~5 . _l/Yl.~t{~ et'U:&I,/,. ttHJll.Rf- - ______+~-~~.s;:~.~~:---..... .---....---:;-=.-. -/ s..:-.....-..-.... ~ _________~~~~~-~~~/(,~~R;-~~-~===-=-~~:=-~=~~~~-m-~-==~:~=~~~~ . .., .....".______.___ ..,...,.' .,__~----1J!pffij&.--!2!-~-..-:l35-L.~-..---------.----- .~.-..----------,.----.---.--...----.~-----..--.--..---~.,.,._.".....-.---- _ _.m__ ______~-(iiLJj,~~- Lt-}'4(f-----------11 {~~__lif k) ________M____ ... ....____.__....._ __...._._._.__~+_~~___.~~__~ ./) I .._,__.__...._._.___._.____..._..._____.'..._.____._......_______.__._.____...__.....,___..__... I _...____._____...____.______-+-'3ktla/O ~/~ ~/f__..L~~il.__...__.__..______.._______..____._____________..----.--.----- .---------~Ji~ f/Dtt ~__________1JillL..--us$1_---- --..-...... y..1i_____ _".__ -.....,-----------.,-,---i-..L~'l ,-~Ji!.!! 1t..4.t'...&'!!..___._____.____________..___.________________....---....---------------------.-- j ------------.J--#l_~--LIW/lFI . /#f). 2LS..'iL_________________........._____.__.____,.__________ I I --.-----.--..--'-r------------... . Fit. t::"/J/e. 21"~ 7-Lf I _._-~-~-----_. ._._._'~ -'-"-'-~"-~.~ ~----------~-_.-.------~--_._._'--... -~~~.~-_.-~--~-_._-~---_.--"-----------'_._-._._--------_.__._._-~._._----- -_..-----."-------..-----~--_..~..-.-.. -_...__."._~--_.- ._,------. .". .----.-..--.-....--..-.,......-'>--'."...-- - ---.-- ,~_.__."--- _..._._.--------_._~._--,".-.._._-._--.-,,---------_.__._--- ..-' ---------.------_.--_..~_.._-..------.--,--_._--~--'--._---~---~----_.._._---_._---- ~ cs- ~ ~~ -:\ ocs '-'" ~ ~ u w~ ~ 2.i'\.1. -<: ? ~ (II "'1' OQ ........ ~ m ~' ~:' ~ -<. f\~ S;) ~ it~ ~ ~ ~ ~ ~~ ~ '- ~ ~~ l"\ ~.::s (\ ~ ~~ ~. -- El ~ ~ ~ . ",CI'\ W t""'\"' ~ ~s: ~ s- '.!:' ~ l1.. ~ ~ (J) ~ n N~ ~ ~. ~ ~ ~ ~ ~ $f ~ ~ '"\ () ~ ,'" ~~ ~~~ b ,,\ t t ~ ~ ~ ~ ~ ~ ... ~ ~ "tt-} 'l\ ~ ~~~ ~ ~ ~~. I' ., V\"'l " t !t :)' ~~ Ofe ~ ~ ~. ~ , ~ ~~~V\ ., =t .ok c.' i:. ~ " ~ n ~' n:. ---- ,., eo! ~ A 01 ~ f ""-<.~ S ~"-- ('\ (') .,. L1 {;" ::s ~ J:l '"" C ~~ _. ... :; ~ ~~ ~ ~ ~ ~ '-\ ,'< ~ t'- ~ \l\ ~~ i~ ~~~ ~ ~ 1\,; ~ "\ ~~~ ~ (\\' "..... ~ f.../ ~. ~ \J ~ ~ ~ ~ ~ t; ~~ ~. ,,~CP-O \~ p ~. S ~ (1= j\' - . (0 i"" ~ l" V\ -.. I:> ,,"" ;!:) tll ~ ~ \f\~ lb~~ '< :}. ~ ~ ~ 7\ 0 ~~. -. l. ----- 0U' ~. ~ ~ ~ ~ ~ k' - .... ~ ~ r ~ ~ \:.:.. - ........... Cl:L ~ C\ ~ ). ~ ~ ~ ~ t' ~ t t '-./ ~ '3 VI ;. ~ ~ ~ E. '" :.:. ,S:l - s ~ ("t ~ ~ -........:.. F- "---" C:$: ~ ~~. ~ ~. ~ ~ ~ tfl '" (') "". h -=+- "J ~ ~ .,..., ~ ('. '-- iL -,0 0..} ~. L ~ Vl ~ (') .... '. # ~ S- ~ ~ '-- 0:. ~ d ~ j' ~ ? r ~ ~ oj ~ ~ t1 \I' (\ \) ::J ::s N :> " \I' Ct- \) '-- :s '-...... ~ ~\:j ~ '" ~~ ~C;; ~~ ~ ~ C{ ~ ~ STATE OF MARYLAND LAST WILL AND TESTAMENT OF CATHERINE S. DENNISON COUNTY OF ALLEGANY I, CATHERINE S. DENNISON of the town of Cumberland County of Allegany, State of Maryland, being of sound mind and disposing memory, but mindful of the uncertainty of life and the certainty of death, do make, ordain, publish and declare this as and for my Last Will and Testament, hereby revoking all wills and instruments of a testamentary nature heretofore by me made. FIRST: I direct that all my just and enforceable debts, including the expenses of my last illness, my funeral expenses, and the expenses of the administration of my estate be paid by my personal representative hereinafter named out of the residue of my estate. I also direct that all estate taxes, inheritance taxes, transfer taxes, death taxes or similar taxes assessed with respect to my estate be likewise paid by my personal representative out of the residue of my estate. SECOND: I hereby give, devise and bequeath all my property, real or mixed, to include all household furnishings and fixtures of whatsoever kind and nature and wheresoever situate, including lapsed legacies and bequests of which I shall die siezed or possessed or to which I shall have any power of appointment, as follows: Page 1 of 4 THIRD: FOURTH: (a) one-eighth (1/8) unto ROBERT THOM, absolutely and forever, in fee simple. (e) one-eighth (1/8) unto GEORGE E. DENNISON, JR., absolutely and forever, in fee simple. (c) One-eighth (1/8) unto ROY SCRITCHFIELD, absolutely and forever, in fee simple. (d) one-eighth (1/8) unto BENJAMIN SCRITCHFIELD, absolutely and forever, in fee simple. (e) one-eighth (1/8) unto EUGENE SCRITCHFIELD, absolutely and forever, in fee simple. (f) One-eighth (1/8) unto BATHILDA McCRAY, absolutely and forever, in fee simple. (g) One-eighth (1/8) unto LaNDA WILLIS, absolutely and forever, in fee simple. (h) one-eighth (1/8) unto PHYLLIS BARNCORD, BERNICE POLESKI, ALICE FAY LEYDIG and KATHLEEN ROTT, or to the survivor of them, in equal shares, share and share alike, absolutely and forever, in fee simple. In the event that ROBERT THOM, GEORGE E. DENNISON, JR., ROY SCRITCHFIELD, BENJAMIN SCRITCHFIELD, EUGENE SCRITCHFIELD, BATHILDA McCRAY or LINDA WILLIS shall predecease me, then and in that event, I give his or her share of my estate unto his or her heirs, absolutely and forever, in fee simple. I hereby nominate, constitute and appoint RUBY N. Page 2 of 4 SCRITCHFIELD as personal representative of this my Last will and Testament and direct that she serve without bond. If for any reason RUBY N. SCRITCHFIELD is unable or unwilling to serve or continue to serve, then I nominate and appoint LINDA WILLIS as alternate, substitute or successor personal representative and direct that she shall serve without bond. By way of illustration and not of limitation and in addition to any inherent, implied or statutory powers granted to personal representatives generally, my personal representative is specifically authorized and empowered with respect to my property, real or personal, at any time she deems necessary to pay debts, to sell, mortgage, lease, invest, manage, deal with, contract for and in general to exercise all of the powers in the management of my estate which any individual could exercise in the management of similar property owned in her own right, upon such terms and conditions as to my personal representative may seem best, and to execute and deliver any and all instruments and to do all acts which my personal representative may deem proper or necessary to carry out the purposes of this will, without being limited in any way by the specific grants of power made and without the necessity of any Court Order. I, CATHERINE S. DENNISON sign my name to this instrument this y-nJ day of V ,1992 and being first duly sworn, do execute it as my last will and that I Page 3 of 4 sign it willingly, that I execute it as my free and voluntary act for the purposes therein expressed, and that I am eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. We, MARY D. BARNES andDOROTHA C. EVERETT the witnesses sign our names to this instrument, being first duly sworn, and do hereby declare to the undersigned authority that the testatrix signs and executes this instrument as her last will and that she signs it willingly, and that each of us, in the presence and hearing of the testatrix hereby signs this will as witnesses to the testatrix signing, and that to the best of our knowledge the testatrix is eighteen (18) years of age or older, of sound mind, and under no constraint or undue influence. ~~~J CATHERINE DENNISON TESTATRIX / ~^l .J-' ~"-) ,1).-1 c' / lj~ (I, Ltr,~ Subscribed, sworn to, and acknowledged before me by CATHERINE S. DENNISON, the testatrix and subscribed and sworn to me before me by~~~'""\. \:) Q~ w~, and ~\.;)('~ ~.....c..~ vo.t,c-..-"-\ wi tnesses, this ~\"?o'. day of d.Q.. ~~ , 1992. ~~\-s. ~ Notary Public for Maryland My Commission Expires: \:J C2. '- \ \ \.~c;, S page 4 of 4 GEORGE M. HOUCK (1912-1991) Register of Wills Cumberland County Court House 1 Court Square Carlisle, P A 17013 . ( Dear Register of Wills: CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner ofTrindk and Clouser Roads MECHANICSBURG, PA 17055 TELEPHONE (717) 766-0209 FAX (717) 795-7473 July 5, 2007 Re: Estate of Catherine E. Dennison No. 21-07-0041 Please find enclosed for filing 2 copies of the Inheritance Tax Return for the Raymond E. Wall Estate as well as Check No. 110, in the amount of $240.97 for the Inheritance Tax due, Check No. 111, in the amount of $200.00 for additional Probate and Check No. 112 in the amount of$15.00 for the filing fee. Thank you for your kind attention to this matter. CES/mjj Enclosures Very truly yours, .~i:~~ Charles E. Shields, III Attorney-At-Law (") s:=o :'c~:D ,.JJ-o ,IIIO ,i]):>h:; )~~~ ')("')0 .:)0.." ;,J~ ~'O --I J::-'" r--..> ~ <:::) -..I c.... c: r- I \.0 .." ::J: r~ w co :'-~J ~~~ ~'-F'J f3 C) :\ 'n ,. i~~~ ...D D D ~ 'OJ-./' RFrnQf:Pi ( '::'CE nV'I:'- .... v \../1 '_",,~.. REG~,., Wll LS 2007 JUL - 9 f '2: 38 CLER:< ORPH,i\>!':~: ' "lRT J. PA C' )\1'"") L", II') II') = ...... "'""4 ~ "'""4 "'""4", -< ~~ ~ ~~"O~ :a~~a oo....~..c .-< rI) ~~~.~ rI) ~ rI) = ~ E =] .... 0 oS CJ ]~U~ u-<\C~ ~ iI'1 = o == .,. .... = o U ~ ~ = ~ iI'1 = => - 0 ~t--- =u.~ ~~~< ~ = O"'~ o C'= r;n '" .1:.,. ~ ~ ~ .- ~ .c = .~ ... IS 0 1: ~ = U C'= ~U~U -, I I I I I I ! I I ( ( , J I I (