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HomeMy WebLinkAbout02-1178:PETITION FOR PROBATE and GRANT OF LETTERS Estate of . Hedwi~ R. Souder also known as To: Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Deceased. Social Security No. 492-48-1151 Your petitioner(s), who is/are 18 years of age or older an the execut or named in the last will of the above decedent, dated February 24 , 199_ and codicil(s) dated (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with er last family or principal residence at 870 Shippensburl~ Road North Newton Township (list street, number and muncipality) v V C .D .... vv ~ c [.o ~ •a va w. ~ o c m Decendent, then 68 years of age, died at Carlisle Hospital, Carlisle, PA 18 ~C 2000 , 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: Decedent was married to the undersi ed Executor. Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 7,nnn_nn (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: None WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters_ testamentary therori. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) ~~ Ernest Souder 2607 Walnut Bottom Road Carl~slp PA r~n~~ OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1 COUNTY OF cv~rxFRr.nNn ~ ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirr~e~d hand subscribed ~ before me this day of oa• Dber ~ ~ 2002,, _ ~ Donna M. tQ, ;; NO. 21-2002-1178 Estate of Hedwi x. Souder ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW December 31st ~~2 in consideration of the petit.on on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) date Februa 24 1998 described therein be admitted to probate and filed of record as the last will of Hedwig R Souder and Letters Testamenta are hereby granted to Ernest J. Souder - FEES Probate, Letters, Etc. ......... ~ 2 5 .0 0 3.00 Short Certificates(1) • • • • • • • • ~ • 5 Renunciation ................ $ x-Pages (5) 515.00 JCP TOTAL 5 `~-~~- Filed December 31st , 2002 ............................ d, r/~l~ Register of Wills ~~~~~~ Donna M. Otto, 1st Deputy Richard L. Tr~ebber, Jr. #49634 ATTORNEY (Sup. Ct. LD. No.) 126 East Ring Street Shippensburg, PA 17257 ADDRESS (717)532-7388 PHONE CALLED ATTORNEY ON DECEMBER 31st, 2002. F:\WP51\WILLS\,PAWORK\SOWERH.WLL 2/17/98 10:15em Tue LAST WILL AND TESTAMENT I, HEDWIG K. SOUDER, of North Newton Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any Will or Codicil previously made by me. ITEM I: I direct that all my just debts (except as may be barred bey a Statute of Limitations) and my funeral expenses (including my gravemarker and expenses of my last illness) shall be paid from my residuary estate as soon as practicable after my decease aIS a part of the administration of my estate. ITEM ]CI: I bequeath those articles of my household furniture and furnishings and those articles of my personal effects and ~ personal property as set forth in a separate memorandum (which is signed by me, dated and makes specific reference to this Will and - `~~ memorandum, which I shall place with my Will or deposit with my attorney), to the persons therein designated. ITEM III: Should my husband, ERNEST J. SOUDER, predecease me or ~~ die on or- before the thirtieth (30th) day following my death, I bequeath those articles of my household furniture and furnishings 1 and those: articles of my personal effects and tangible personal .property as set forth in a separate memorandum (which is signed by me, dated, and makes specific reference to this Will and which I shall .place with my Will or deposit with my attorney), to the persons therein designated. ITEM I'V: I devise and bequeath all the residue of my estate of every nature and wherever situate to my husband, ERNEST J. SOUDER, providing he shall survive me by thirty (30) days. ITEM V: Should my husband, ERNEST J. SOUDER, predecease me or die on or before the thirtieth (30th) day following my death, I devise and bequeath all the residue of my estate of every nature and wherever situate in three equal shares, one each, to such of my children, HENRY J. SOUDER and WAYNE L. SOUDER and my granddaughter (who has become like a daughter to me) , HEIDI M. RICHARDSON, if they are :living on the thirty-first (31st) day following my death. Should any of my children or my granddaughter predecease me or die on or before the thirtieth day following my death but leaving descendants who so survive me, such descendants shall receive, per stirpes, 'the share that such predeceased person would have received had he or she so survived me. ITEM VI: If any property passes outright (either under this - ~ Will or otherwise) to a minor (which shall be defined as anyone under twenty-one (21) years of age) and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, I decline to appoint a guardian but instead authorize my Executor to distribute such property to a Custodian selected by my Executor (and my Executor may act as such Custodian) as Custodian for the minor under the Pennsylvania Uniform Transfers to Minors Act. Provided, however, that this appointment shall not supersede the right of any fiduciary to distribute a share where possible to the minor or to another for the minor's benefit. 2 ITEM VII: I direct that all taxes that may be assessed in _ ~ consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of 'the expenses of the administration of my estate. I authorize my Executor, in my Executor's sole discretion, to make an election, in whole or in part, to cause a Pennsylvania Inheritance Tax to be payable by my estate on property passing to or for the benefit of my spouse or to defer the Pennsylvania Inheritance Tax on such property. My Executor shall be without liability to anyone for making or failing to make such election. ITEM VIII: I appoint my husband, ERNEST J. SOLIDER, Executor of this my Last Will. Should he fail to qualify or cease to act as Executor, I appoint my sons, HENRY J. SOLIDER and WAYNE L. SOLIDER, Co-Executors of this my Last Will. ITEM IX: I direct that my Executor or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM X: My individual fiduciary shall be entitled to reasonable compensation for his or her services rendered from time to time and/or to reimbursement of out of pocket expenses. ITEM XI: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last Will and Testament, written on five (5) sheets of paper, dated 3 this 2y~'~day of ~ /~ 1998. f~ ~ ~~~'1~ ~ ( SEAL) HEDWIG SOUDER The preceding instrument, consisting of this and four (4) other typewritten pages, each identified by the signature or initials of the Testatrix, was on the day and date thereof signed, published and declared by the Testatrix therein named, as and for her Last Will, in the presence of us, who, at her request, in her presence, and in the presence of each other have subscribed our name as witnesses ereto. r~ f ~ residing at 1 V ~~~ ~/ f ~ . residing at ~/ ~~ COMMONWEALTH OF PENNSYLVANIA . ss. COUNTY OF CUMBERLAND I, HEDWIG K. SOUDER, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. 1 S /~ • ~ U~XJ(. (SEAL ) HEDWIG K SOUDER Sworn to or affirmed and acknowledged before me by ~-}EDI,ucG- x. Sou 4EYL. , the Testatrix:, this a4 day of ~.e.e-~u..`D 19 9 8 . N tary Public NOTARIAL SEAL LOIS A. SOLLENBERGER, Notary Pubic S~hippensburg Boro, Cumberland County M`t Ce~mmission Expire. M^mry ~ ~-~^~e 4 COMMONWEALTH OF PENNSYLVANIA ss. COUNTY OF CUMBERLAND We, ~E,4rn~ LTfl-y L. ~,4U~r s and ~~ti~ n2 . ~2ooKE'7~ S , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will; 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 Will as a witness; and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound min and under no constraint or undue influence. ~ ~/ `~ ~~~ Sworn to or affirmed and subscribed to before me b ~IAmI ~~to+-~ c . ~,~~~ S and --~lu/~ ~ . 20o k~S witnesses, this ~-t~ day of ~ r , 1998. ~. otary Public NoTQRi~~ sEA~ LOiS A. SOLLENBERGER, Notary Public Shippenstx~rg Born, Cumberland County P"~~: C;ommission Expires March 3,2001 5 r ~~ REGISTER OF WILLS, CUI~ffiERLAND COUNTY STATUS REPORT UNDER RULE 6.12 Name of Decedent: Hedwig K. Souder Date of Death: September 18, 2000 Will No . 2002-1178 Admin . No . Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete : N/A 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans` Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: March 17, 2003 ~_ ~/~ Signature Name (Please type or print} WEIGLE & ASSOCIATES,_P.C. -126 East King Street Address Shippensburg, PA 17257 ( 717) 532-7388 Tel. No. (MAH: rmf /A,M3 ) Capacity: Personal Representative X Counsel for personal representative ~, /\ Name of Decedent: Date of Death: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Hedwig K. Souder September 29, 2000 Will No. 2002-1178 Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Name Address Ernest J. Boulder 2607 Walnut Bottom Road, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 4-7-03 -"U ~- Signature Name Richard L. Webber, Jr. Esquire Address 126 East King Street Shippensburg, PA 17257 Telephone (71T 532-7388 Capacity: Personal Representative X Counsel for personal representative COMfv^NWEALTH OF PENNSYLV/lNIA ~ DEPARI~MENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WEBBER JR RICHARD L WEIGLE & ASSOCIATES PC 126 E KING STREET SHIPPENSBURG, PA 17257-1397 REV-1162 EX111-961 NO. CD 009131 ACN ASSESSMENT AMOUNT CONTROL NUMBER fold ESTATE INFORMATION: SSN: 492-48-1151 FILE NUMBER: 2102-1 178 DECEDENT NAME: SOLIDER HEDWIG K DATE OF PAYMENT: 01 /02/2008 POSTMARK DATE: O 1 /02/2008 couNTY: CUMBERLAND DATE OF DEATH: 09/ 1 8/2000 101 ~ S 1.25 TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTORNEY SEAL CHECK#1170 S 1 .25 INITIALS: AJW RECEIVED BY: GLENDA EARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS -I 150560111147 REV-1500 EX (06-05) PA Department of Revenue Bureau of Individual Taxes PO BOX.280601 Harrisburg, PA 17128-0601 ENTER DECEDENT INFORMATION BELOW Social Security Number Date of Death OFFICIAL USE ONLY .. County Code Year INHERITANCE TAX RETURN RESIDENT DECEDENT 2 1 0 2 File Number 1178 Date of Birth 492481151 09182000 1- <f n~1 (9"3 J- Decedent's Last Name Suffix Decedent's First Name MI SOUDER HEDWIG K (If Applicable) Enter Surviving Spouse's Information Below Spouse's Last Name Suffix Spouse's First Name MI SOUDER ERNEST J Spouse's Social Security Number THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS FILL IN APPROPRIATE OVALS BELOW ~ 1. Original Return 0 2. Supplemental Return 0 3. Remainder Return (date of death prior to 12-13-82) 0 4. Limited Estate 0 4a. Future Interest Compromise 0 5. Federal Estate Tax Return Required (date of death after 12-12-82) [!] 6. Decedent Died Testate 0 7. Decedent Maintained a living Trust 0 8. Total Number of Safe Deposit Boxes (Attach Copy of Will) (Attach Copy oITrust) 0 9. Litigation Proceeds Received 0 10 Spousal Povert~ Credit (date of death 0 11. Election to tax under Sec. 9113(A) . between 12-31- 1 and 1-1-95) (Attach Sch. 0) f""...) CORRESPONDENT - THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMAmN SHOULD<9S DIRECTEDjIp: Name Daytime Telepho~umber~-:~ .-'J ,I~:~ RICHARD L. WEBBER, JR. ESQUIRE 7175327~8~'~) c.. ,0,'" , ~7 WEIGLE & ASSOCIATES, P . C . 1 REGISTER OF WIltS USidNL y' . '=; . -'J ( .~ (-~) =:~il ~ ' , :=o_i . (:=5 '-,-"., Firm Name (If Applicable) First line of address 1',..) 126 EAST KING STREET Second line of address +" :~j c-.:) Of) City or Post Office DATE FILED SHIPPENSBURG State PA ZIP Code 17257 Correspondent's e-mail address:weigleattywebber@earthlink.net 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 the personal representative is based on all information of which preparer has any knowledge. ' SIGNATURE OF PERSON SPONSIBLE FOR FILING RETURN DATE Ernest J. Souder y ADORESS 2807 Walnut Bottom Road Carlisle, PA 17015 REPARER OTHER THAN REPR SENTATIVE 1.--.- / DATE Richard L. Webber, Jr. Esquire (2 ~ 'Ii <Y? 126 East King Street, Shippensburg, PA 17257 Side 1 L 15056041147 15056041147 -I --I :LSOSbOlf2:Llfa REV-1500 EX Decedent's Name: Hedwig K. Souder RECAPITULATION 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) D Separate Billing Requested ............. 6. 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G) D 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, of transfers under Sec. 9116 (a)(1.2) X ~ 16. Amount of Line 14 taxable at lineal rate X .045 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 2,253.95 15. 27.70 16. 0.00 17. o . 00 18. 19. Tax Due..................................................................................................... ........ ........ 19. 20. FILL IN THE OVAL IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. Side 2 L :LSOSbOlf2:Llfa Decedent's Social Security Number 492481151 4,434.89 27.70 4,462.59 2,180.94 2,180.94 2,281.65 2,281.65 0.00 1.25 0.00 0.00 1.25 D l.SOSbOlf2l.lfa --I REV-1500 EX Page 3 Decedent's Complete Address: DECEDENT'S NAME Hedwig K. Souder STREET ADDRESS -2&07 'J.'alntlt Belto." Road File Number 21-02-1178 CITY ZIP Carlisle PA 1781S Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1 ) 1.25 0.00 3. Interest/Penalty if applicable D. Interest E. Penalty Total Credits (A + B + C) (2) 0.00 Total Interest/Penalty (0 + E) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box 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. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (3) (4) (5) 1.25 (5A) (5B) 1.25 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No D ~ D ~ D ~ D ~ D ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ...................................................................................................................... D ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?.. ....................................................... .............................................. ................ Yes 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. 99116 (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. 99116 (a) (1.1) (ii)]. 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. Rev-15G8 EX.. (6-98) . SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Souder, Hedwig K. FILE NUMBER 21-02.1178 ESTATE OF 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 DESCRIPTION 1 Farmers National Bank Checking Account #142174 VALUE AT DATE OF DEATH 2.031.31 2 One-Half (1/2) interest in settlement proceeds from OSM litigation - (one-half of $4807.15) 2.403.58 TOTAL (Also enter on Line 5, Recapitulation) 4.434.89 (If more space is needed, additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule E (Rev. 6-98) Rev-1509 EX.. (6-98) . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RE1URN RESIOENT OECEDENT SCHEDULE F JOINTL V-OWNED PROPERTY ESTATE OF Souder, Hedwig K. FILE NUMBER 21~02~1178 If an asset was made joint within one year of the decedenfs date of death, it must be reported on schedule G. A. SURVIVING JOINT TENANT(S) NAME Heidi Richardson ADDRESS ;LGO 7 /,..Jttl YlIA C CA.r/151 e.. j p~ Ill} ft-o """- I 7tJ IS- RELATIONSHIP TO DECEDENT Granddaughter B. c. JOINTLY OWNED PROPERTY: DESCRIPTION OF PROPERTY %OF DATE OF DEATH ITEM LETTER DATE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT DATE OF DEATH FOR JOINT MADE DECO'S VALUE OF NUMBER TENANT JOINT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR VALUE OF ASSET INTEREST DECEDENTS INTEREST JOINTLY-HELD REAL ESTATE. 1 A 11/9/1990 Farmers National Bank Savings Account 55.40 0.500% 27.70 #1205 TOTAL (Also enter on Line 6, Recapitulation) 27.70 (If more space is needed. additional pages of the same size) Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule F (Rev. 6-98) REV-1151 EX+ (12-99) *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Souder, Hedwig K. Debts of decedent must be reported on Schedule I. FILE NUMBER 21-02-1178 ITEM DESCRIPTION AMOUNT NUMBER A. FUNERAL EXPENSES: B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Social Security Number(s) I EIN Number of Personal Representative(s): Street Address City State Zip - Year(s) Commission paid 2. Attorney's Fees 2,094.94 See continuation schedule(s) attached 3. Family Exemption: (If decedent's address is not the same as daimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees 53.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Other Administrative Costs 33.00 See continuation schedule(s) attached TOTAL (Also enter on line 9, Recapitulation) 2,180.94 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H (Rev. 6-98) Rev-1502 EX'" (6-98) . SCHEDULE H-82 A TIORNEY'S FEES continued COMMONWEAL 1H OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Souder, Hedwig K. FILE NUMBER 21-02-1178 ESTATE OF ITEM NUMBER DESCRIPTION AMOUNT 1 Weigle & Associates, P .C. - one half of attorney fee for OSM Litigation 2.094.94 Subtotal 2.094.94 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA.1500 Schedule H-B2 (Rev. 6-98) Rev-1502 EX+ (6-98) . SCHEDULE H-87 OTHER ADMINISTRATIVE COSTS continued COMMONWEAL 1H OF PENNSYlVANIA INHERITANCE TAX REnJRN RESIDENT DECEDENT ESTATE OF Souder, Hedwig K. FilE NUMBER 21-02-1178 ITEM NUMBER DESCRIPTION AMOUNT 1 Commonwealth of Pennsylvania Vital Records - Death Certificates 9.00 2 Commonwealth of Pennsylvania Vital Records - Death Certificates 9.00 3 Cumberland County Register of Wills - Filing Fee for Inheritance Tax Return 15.00 Subtotal 33.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule H-B7 (Rev. 6-98) REV-1513 EX+ (9-00) . SCHEDULE .J BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER Souder, Hedwig K. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS pndude outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] RELATIONSHIP TO DECEDENT Do Not List TruStee/51 FILE NUMBER 21-02-1178 SHARE OF ESTATE AMOUNT OF ESTATE (Words) ($$$) ESTATE OF I. 1 Heidi Richardson i~07 t,J/A-(~'^-t Q3c.1*O~ IJ C-.a.xf"J J ~) f(/.... 170 JS- Ernest J. Souder 2807 Walnut Bottom Road Carlisle, PA 17015 Granddaughter 27.70 2 Husband 2,253.95 Total 2,281.65 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 B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART 11- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 0.00 Copyright (c) 2002 form software only The Lackner Group, Inc. Form PA-1500 Schedule J (Rev. 6-98) { ~ V) - ~ -~ ~ "\n ~ F:\WPS1\WlllS\PAWORK\SOUDERH.Wll 2/17/98 10:15am Tue LAST WILL AND TESTAMENT 02!-{),,-2/1 I Y ~~..-.", (f~~ ~,~"< 'V",,,~:j;' LJ I, HEDWIG K. SOUDER, of North Newton Township, Cumberland County, Pennsylvania, declare this to be my Last will and Testament and revoke any will or Codicil previously made by me. ITEM I: I direct that all my just debts (except as may be barred by a Statute of Limi tations) and my funeral expenses (including my gravemarker and expenses of my last illness) shall be paid from my residuary estate as soon as practicable after my decease as a part of the administration of my estate. ITEM II: I bequeath those articles of my household furniture and furnishings and those articles of my personal effects and personal property as set forth in a separate memorandum (which is signed by me, dated and makes specific reference to this Will and memorandum, which I shall place with my Will or deposit with my attorney), to the persons therein designated. ITEM III: Should my husband, ERNEST J. SOUDER, predecease me or die on or before the thirtieth (30th) day following my death, I bequeath those articles of my household furniture and furnishings and those articles of my personal effects and tangible persona 1 property as set forth in a separate memorandum (which is signed by me, dated and makes specific reference to this Will and whic~ I shall place with my Will or deposit with my attorney), to th.e persons therein designated. ITEM IV: I devise and bequeath all the residue of my estate of ~ 6 V\ ~ ~ -i ~ ~ every nature and wherever situate to my husband, ERNEST J. SOUDER, providing he shall survive me by thirty (30) days. ITEM V: Should my husband, ERNEST J. SOUDER, predecease me or die on or before the thirtieth (30th) day following my death, I devise and bequeath all the residue of my estate of every nature and wherever situate in three equal shares, one each, to such of my children, HENRY J. SOUDER and WAYNE L. SOUDER and my granddaughter (who has become like a daughter to me), HEIDI M. RICHARDSON, if they are living on the thirty-first (31st) day following my death. Should any of my children or my granddaughter predecease me or die on or before the thirtieth day following my death but leaving descendants who so survive me, such descendants shall receive, per stirpes, the share that such predeceased person would have received had he or she so survived me. ITEM VI: If any property passes outright (either under this Will or otherwise) to a minor (which shall be defined as anyone under twenty-one (21) years of age) and with respect to which lam authorized to appoint a guardian and have not otherwise specifically done so, I decline to appoint a guardian but instead authorize my Executor to distribute such property to a Custodian selected by my Executor (and my Executor may act as such Custodian) as Custodian for the minor under the Pennsylvania Uniform Transfers to Minors Act. Provided, however, that this appointment shall ~ot supersede the right of any fiduciary to distribute a share wh~~e possible to the minor or to another for the minor's benefit. 2 ~ j ~ ~ :l ----- V) --- ITEM VII: I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as part of the expenses of the administration of my estate. I authorize my Executor, in my Executor's sole discretion, to make an election, in whole or in part, to cause a Pennsylvania Inheritance Tax to be payable by my estate on property passing to or for the benefit of my spouse or to defer the Pennsylvania Inheritance Tax on such property. My Executor shall be without liability to anyone for making or failing to make such election. ITEM VIII: I appoint my husband, ERNEST J. SOUDER, Executor of this my Last will. Should he fail to qualify or cease to act as Executor, I appoint my sons, HENRY J. SOUDER and WAYNE L. SOUDER, Co-Executors of this my Last will. ITEM IX: I direct that my Executor or their successors shall not be required to give bond for the faithful performance of their duties in any jurisdiction. ITEM X: My individual fiduciary shall be entitled to reasonable compensation for his or her services rendered from time to time and/or to reimbursement of out of pocket expenses. ITEM XI: The interests of the beneficiaries hereunder shall not be subject to anticipation or to voluntary or involuntary alienation. IN WITNESS WHEREOF, I hereunto set my hand and seal to this my Last will and Testament, written on five (5) sheets of paper, dated 3 this 2<..i\-!,-day of Fe.hV\A_'"1 , 1998. 15/ ~i. ffo"un~~ ( SEAL) The preceding instrument, consisting of this and four (4) other typewri tten pages, each identified by the signature or initials of the Testatrix, was on the day and date thereof signed, published and declared by the Testatrix therein named, as and for her Last Will, in the presence of us, who, at her request, in her presence, and in the presence of each other have subscribed our name as witnesses ereto. /,/ /1.:1v;e 1J( ~~ residing at -LV~1t ~. residing at ~t/;'tJ 14- COMMONWEALTH OF PENNSYLVANIA . . : SSe COUNTY OF CUMBERLAND . . I, HEDWIG K. SOUDER, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last will: and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. /4 ~r:? k. S6Lf, kt (SEAL) HEDWIG K SOUDER (sl Sworn to or affirmed and acknowledged before me by HEDWIG- J<. Sou o en.. , the Testatrix, this ~~~ day of ~:;;:J; ~~ Ndtary Public 0 NOTARIAL SEAL LOIS A. SOLlENBERGER. Notary PublIc Shippensburg Boro. Cumberland County MIl.. Commission E~pire~~~rch 3. ~1. 4 COMMONWEALTH OF PENNSYLVANIA : SSe COUNTY OF CUMBERLAND . . We, l-fA-mtL.TOt...J c... 'J)AvIS and /72./kJ,4 Nt. !::>te.()O"e-N$ , the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last will; 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 will as a witness: and that to the best of our knowledge the Testatrix was at the time eighteen (18) or more years of age and of sound min and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me ~ J..l Am' L ~Io-) C. . :l:>.A::UI Ii and -rf!-IIJA VV\. ltoo~~S , witnesses, this /5 -'~~~~~ ,1998. yi otary Public NOTARIAL SEAL LOIS A. SOUENBEAGER No12lry PublIC Shipp{'nsb~rg. Boro, Cumbmand County M,:,-Commlsslon Ex ires March 3, 2001 5 PERSONAL PROPERTY MEMORANDUM TO ACCOMPANY WILL OF HEDWIG K. SOUDER As provided in ITEM II. of my Will, I hereby designate that the followin~ listed property shall go to the persons whose names are designated hereon. ITEM NAME DATED: SIGNED: 6 ~ FARMERS NATIONAL BANK OF NEV1VILLE A Dil,i,-ioll ofAdmn; COIIIII]' !V"tiOllrt! Bm/k 1~~1 )p.~ \. - Janaury 12, 2007 Richard L. Webber Jr., Esquire WEIGLE & ASSOCIATES, P.C. 126 East King Street Shippensburg, PA 17257 RE: Estate of Hedwig K. Souder Dear Mr. Webber: Mrs. Souder had a joint checking account in this bank with Ernest J. Souder which was opened May 3, 1985 and had a date of death balance of $2,031.31. It was a non-interest bearing account. There was also a savings account in the names of Heidi Richardson or Hedwig K. Souder with a balance of $55.40. A:;.~OU~~ .....-' Carolyn ~'T-"'i Executive Vice President J1?,{), E~oz _~ FA 172:43" (717) TlrS-5Yt2 ~ FARMERS NATIONAL BANK JAN 3 0 2001 OF NEWVILLE A Division of Adams County National Bank January 29, 2007 Richard L. Webber Jr., ~squire WEIGLE & ASSOCIATES, P.C. 126 East King Street Shippensburg, PA 17257 RE: Estate of Hedwig K. Souder Dear Mr. Webber: The account number of Mrs. Souder's joint checking account with Ernest J. Souder was 142174. The savings account in the names of Heidi Richardson or Hedwig K. Souder was 111205. This account was opened as a joint account on November 9, 1990. My apologies for not including this information in my earlier letter. P.O. Box 156, Newville, PA 17241 . (717) 776-5312 , u.s. DEPARTMENT OF LABOR Office of Workers' Compensation Programs For:n CA-162 Rev. March 1986 Claimant: Date of Injury: STATEMENT OF RECOVERY (see reverse for instructio~s) . f Il E en p Y File Number: ~ Employing Agency: (1) Gross Recovery $ 16,759.58 (2) Less Property Damage 0.00 (3) Balance 16,759.58 (4) Less Attorney's Fee (fee is _ % of line 3) 4,189.89 (5) Balance 12.')69.69 (6) Less Court Costs (must be itemized) 514.31 (7) Balance (Adjusted Gross Recovery) 12,055.38 (8) Less 1/5 (20% of line 7) 2 , 411. 08 (9) Balance 9,644.30 (10)--l.ess Payment to Public H--eattl::l_ Service ~--- (11 ) (12) Less cal Expenses by Claimant (itemized) (13) Balance 9,644.30 (14) OWCP Disbursements, or line 13 above, whichever is less $ 9,644.30 (15) Less Government Allowance for Attorney's Fee (retained by claimant) 2.411.07 (16) Refund 7,233.23 ("17) Surplus (line 13 less line 14) Does this represent final settlement against all defendants? (See Instructions) YES Instructions Distribution must be made in accordance with 5 U.S.C. 98132. Property damaqe (line 2). A reasonable amount for clothing or other personal belongings damaged or destroyed in an accident may be deducted. These amounts must be itemized. If an automobile or other vehicle is damaged or destroyed, then more tangible evidence of such damage is required. The year, make and model, the Blue Book value of the vehicle should be furnished. A copy of the repair bill will normally suffice as proof of damages if the vehicle was not totally destroyed. . Attorney's fee (line 4). A reasonable attorney's fee, but not more than the fee actually paid on the recovery balance on line 3. This fee must also be expressed as a percentage of line 3 in the blank indicated. . Court Costs (Iitioation expenses) (line 6). These'consist of sLich items as filing fees, witness fees, actual costs of collection, or any payments for expert testimony as opposed to paynent for treatment. (Payment for medical treatment would come under line 10 and/or 12). All items must be itemized. 20% Guarantee (line 8). This amount is turned over to the claimant and is not subject to any deductions. Public Health Service (line 10). Refunds made to F"ederal medical facilities for medical treatment may be deducted on line 12. (The claim of a Federal medical facility is separate and apart from the claim of the OWCP.) Medical Expenses Paid Direct (line 12). This consists of any unreimbursed allowable medical expenses paid by the claimant. All medical expenses must be approved by OWCP. All items submitted for credit and deduction on line 12 must be itemized and accompanied by copies of said bills. OWCP Disbursements (line 14). All amounts paid by OWCP less the gross amount of any prior refunds made (Le., the refund amount before deducting the Government allowance for attorney fees) if this balance is equal to or less than the balance shown on line 13. If the OWCP disbursements balance is larger than the amount on line 13, then enter the balance from line 13. Government Allowance for Attorney's Fees (line 15). The Government contributes a portion of its refund to the claimant toward the attorney's fee. This is computed by applying the percentage shown on line 4 to line 14. Refund (line 16). This represents the amount to be refunded to the Government for OWCP disbursements. Surplus (line 17). The surplus is retained by claimant and effects future compensation on account of the same injury. The clamant will not be entitled to further payments until eligible for additional compensation (pay and medical expenses) in an amount greater than the surplus. The refund check for the amount shown on line 16 should be made payable to "U.S. Department of Labor, OWCP." 0./ -'1- ~d CERTIFICATION This statement ~~/does not) represent final recovery against all defendants. Invoi"e #: 1234 Jan-21-03 Page 3 TRUST STATEMENT Received From: OSM Corporation Ernest Souder Settlement Paid To: Richard L. Webber, Jr. Ernest Souder - costs advanced Paid To: Department of Labor OWCP - Ernest Souder' Paid To: Ernest 1. Souder Settlement proceeds Paid To: Weigle & Associates, P.C. Ernest Souder - costs advanced Paid To: Weigle & Associates, P.C. Ernest Souder - Attorney fee Total Trust Trust Balance January 21,2003 Disbur~e~~+ F e W .k\ iJ!t:a \0;>... ,,>;>" 458.31 7,233.23 4,807.15 71.00 4,189.89 $16,759.58 ~"~ ~ c:*,eipts tl 16,759.58 $16,759.58 $0.00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBUflG, PA 17128-0601 REV-1162 EX(11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT WEBBER JR RICHARD L WEIGLE & ASSOCIATES PC 126 E KING STREET SHIPPENSBURG, PA 17257-1397 u______ fold ESTATE INFORMATION: SSN: 492-48-1151 FILE NUMBER: 2102-1178 DECEDENT NAME: SOUDER HEDWIG K DA TE OF PAYMENT: 01/02/2008 POSTMARK DATE: 01/02/2008 COUNTY: CUMBERLAND DATE OF DEATH: 09/18/2000 NO. CD 009131 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1.25 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: RECEIPT TO ATTORNEY CHECK# 1170 SEAL INITIALS: AJW RECEIVED BY: REGISTER OF WILLS $1.25 GLENDA FARNER STRASBAUGH REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 2B0601 HARRISBURG PA 1712B-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1547 EX AFP (06-05) DATE 03-24-2008 ESTATE OF SOUDER HEDWIG K DATE OF DEATH 09-18-2000 FILE NUMBER 21 02-1178 COUNTY CUMBERLAND ACN 101 APPEAL DATE: 05-23-2008 ( See reverse side under Objections) Amount Remittedl ~ 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 +-- ------------------------------------------------------------------------------------------- REV-1547 EX AFP (03-05) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SOUDER HEDWIG K FILE NO. 21 02-1178 ACN 101 DATE 03-24-2008 RICHARD L WEBBER JR ESQ WEIGLE & ASSOC 126 EAST KING ST SHIPPENSBURG PA 17257 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) Cl) (2) (3) (4) (5) (6) (7) .00 .00 .00 .00 4,434.89 27.70 .00 NOTE: To insure proper credit to your account. submit the upper portion of this form with your tax payment. 8. Total Assets (8) 4,462.59 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions (9) Cl 0) 2,180.94 12. 13. 14. Net Value of Tax Return Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) Net Value of Estate SUbject to Tax .00 (11 ) Cl2) Cl3) Cl4) 7.]80.94 2,281.65 .00 2,281.65 If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate 16. Amount of Line 14 taxable at Lineal/Class A rate 17. Amount of Line 14 at Sibling rate 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS: PAYMENT DATE 01-02-2008 03-17-2008 NOTE: Cl5) Cl6) 2,253.95 X 27.70 X .00 X .00 X 00 045 = 12 15 Cl9)- .00 1. 25 .00 .00 1. 25 Cl7) RECEIPT NUMBER CD009131 SBADJUST DISCOUNT (+) INTEREST/PEN PAID (-) .00 .00 AMOUNT PAID 1. 25 .50 * IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TOTAL TAX CREDIT 1.25 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 II ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. L) " TOTAL '"' " ""'e,,, " A "CRE'"'' <e",. YO" HAY" ,",' ) A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)