HomeMy WebLinkAbout01-0620
PETITION FOR PROBATE & GRANT OF LETTERS
Estate of CHARLES S. WILLIAMSON
also known as
No.
21-01-620
To: Register of Wills for the
County of Cumberland
Commonwealth of Pennsylvania
, deceased.
Social Security No.
162-22-5333
The Petition of the undersigned respectfully represents that:
Your Petitioner, who is 18 years of age or older and the Executor named in the Last Will of the above
decedent dated October 30 . 1997. and codicils dated none . 19----=. The
Executor named none died Renunciations for
none attached hereto.
Decedent was domiciled at death in Cumberland County, Pennsylvania. with his last family or principal
residence at 804 Pine Road. Carlisle, Dickinson Township
Decedent, then ~ years of age. died June 25. 2001, at Green RidQe VillaQe.
Newville. Pennsvlvania
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 at death owned property with estimated values as follows:
(If domiciled in PA) All personal property
(If not domiciled in PA) Personal property in PA
(If not domiciled in PA) Personal property in County
Value of real estate in Pennsylvania, situated as follows:
804 Pine Road. Dickinson Township. Carlisle. PA 17013
$100.000.00
$
$
$92.000.00
WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented
herewith and the grant of letters testamentary thereon.
Signature(s) and Residence(~ etitioner(s):
Mark D. Williamson
9207 Stephanie Street
Manas5a5. VA 20111
703-392-3877
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
55
COUNTY OF CUMBERLAND
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 representative of
the above decedent. petitioner(s) will well and truly administer the estate according to law.
Sworn to or affirmed and subscr:bed
before me this 29th day of
June. 2001.
~'Y~ ~~./<~jo.<"/fi/' ~~'7'
, !~eglster
~<1 ~~
Mark D. Williamson
16-02~~ - /r::v
No. 21-01- 620
Estate of CHARLES S. WILLIAMSON
I deceased.
DECREE OF PROBATE & GRANT OF LETTERS
AND NOW, JULY 2 , 2001, in consideration of the Petition on the reverse
side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated
October 30, 1997 described therein be admitted to probate and filed of record as
the Last Will of Charles S. Williamson ; and Letters Testamentary are
hereby granted to Mark D. Williamson
FEES
Probate, Letters, Etc. . . . . . . . $ 235.00
Short Certificates(-3- ) . . . . $ 9.00
Renunciation(s) .. . . . . . . . . . $
JCP . . . . . . . . . . . . . . . . . . . . $ 5.00
Other Will Paqes (-2-) .... $ 6.00
TOTAL: .... $ 255.00
Filed . . . . .:rll~~ . f 9 ,. .2.o.Q ~ . . . . . . . . . .
~7~'<(*m)~//.~<<"Y
e . ter of \ lis
IRWIN McKN!GHT & HUGHES
~ '"3,cii~
Ro er B in Esquire (u6282)
ATTaR EY (Sup. Ct. 1.0. No.)
60 West Pomfret St., Carlisle, PA 17013
ADDRESS
717 -249-2353
PHONE
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This is to certifY that the information here given is correctly copied from an original certificate of death dul~ filed with
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent fihng.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
me as
No.
it ,.qq^ "'. Q..:.... , Df'~
Local Registrar
Fee for this certificate, $2.00
p
7402635
JlIN 2 6 2001
Date
21-01-620
H105.143 Rft. 2117
COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEALTH. VITAL RECORDS
CERTIFICATE OF DEATH
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Charles S.
UNOER 1 YEAR
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.. 162 - 22
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21-01-620
LAST WILL AND TESTAMENT
I, CHARLES S. WILLIAMSON, of Dickinson Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death, and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I devise and bequeath all of my estate of every nature and wherever situate as follows:
(a) I give the sum of$5,000.00 to the Huntsdale Church ofthe Brethren,
(b) I give the sum of $ 10,000.00 to Gloria M. Williamson,
(c) I give the sum of $5,000.00 to Jessica Williamson,
(d) I devise and bequeath my home and all personal belongings (car, equipment,
furniture, etc.) to my grandson, Mark D. Williamson,
( e) I direct that all my money (certificates of deposit, etc.) after the payment of
taxes and expenses, be held in Trust by Financial Trust Services Company, Carlisle,
Pennsylvania, and all the income and $10,000.00 per year of the principal be paid to Mark D.
Williamson until the funds are extinguished.
4. If Mark D. Williamson is not living at the time of my death, I give, devise and
bequeath all the residue of my estate to Gloria M. Williamson and Jessica Williamson, share and
share alike.
5. I nominate and appoint Mark D. Williamson to be the executor of this my Last Will
and Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Roger B. Irwin and Marcus A. McKnight, III, as substitute executors, also to serve as
such without bond, with the same powers as are given herein to my executor.
6. I hereby suggest that my personal representative retain the servIces of Irwin,
McKnight & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 30TH day of
October, 1997.
C1
CHARLES S. WILLIAMSON
Signed, sealed, published and declared by CHARLES S. WILLIAMSON, the above
named testator, as and for his Last Will and Testament, in the presence of us, who at his request,
in his presence and in the presence of each other have subscribed our names as witnesses hereto.
2
ACKNOWLEDGMENTANDAFmDA~T
WE, CHARLES S. WILLIAMSON, CHERYL L. CLELAND and MARTHA L.
NOEL, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being fIrst duly sworn, do hereby declare to the undersigned authority that the
testator signed and executed the instrument as his Last Will, and that he had signed willingly,
and that he executed it as his free and voluntary act for the purpose herein expressed, and that
each ofthe witnesses, in the presence and hearing of the testator, signed the Will as a witness and
that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of
sound mind and under no constraint or undue influence.
(~/J/4~ ~.-ft-~
CHARLES S. WILLI~~ON
~~;t' ~//
E YL L. CLELAND
~~ Y. ~
MARTHA L. NOEL
COMMONWEALTH OF PENNSYLVANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by CHARLES S. WILLIAMSON,
the testator herein, and subscribed and sworn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this ~o' day of~ber, 1997.
//]n S cL
/ N tary Public
Notarial Seal
Roger e. Irwin, Notary Public
Carllsfe Boro, Cumberland Coun
My Commleslon Expires Oct. 3, 20~O
Membllf. Pennsylvania Aasoclatlon Of Notarl.tl
E
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
CHARLES S. WILLIAMSON
Date of Death:
June 25. 2001
Estate No.:
21-01-0620
To the Register:
I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's
Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on August 16. 2001
Name
Address
Mark D. Williamson
Gloria Williamson
Jessica Williamson
Huntsdale Church of the Brethren
M&T Bank (formerly Financial Trust)
9207 Stephanie Street. Manassas. VA 20111
600 Gutshall Road. Boiling Springs. P A 17007
9207 Steohanie Street. Manassas. VA 20111
170 Church Road. Carlisle. P A 17013
1415 Ritner Highwav. Carlisle. PA 17013
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none.
Date:
08/16/01
~.CL
Name Roger B. Irwin, Esauire
Address 60 West Pomfret Street
Carlisle, P A 17013
Telephone (717) 249-2353
Capacity:
Personal Representative
x
Counsel for Personal Representative
c
STATE OF \I IRblN IA
COUNTY OF Af.<L.IW&fm~
l
J
55:
Mark D. Williamson
being duly sworn according to law, deposes and says that he is the Executor
of the Estate of Charles S. Williamson
late of _Di~J:<.in~~_n'f~~~hip_ ___________ , Cumberland County, Pao, deceased and that the
within is an inventory made by Mark D. Williamson, the said Executor
of the entire estate of said decedent, consisting of all the personal propt!rty and real estate, except real estate outside
the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value
as of the date of decedent's death.
Sworn
and subscribed before me,
N.A2//~
this 18th day of S~B~ 2001
~tLt Md-- -
Mark D. Williamson, Executor
9207 Stephanie Street
DEBRA l. DICKSON
NOTARY PU~U~ C<?MMONWEALTH OF VIRGINIA
My COIn;l1!SSfOn Expires December 31, 2003
Manassas, VA 20111
Address
Date of Death
25
06
2001
Day
Month
Year
INSTRUCTIONS
I. An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed within thirty days of discovery of additional assets.
30 Additional sheets may be attached as to personalty or realty
4. See Article IV, Fiduciaries Act of 1949.
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------- ---------- ---
Jnventory of the real and personal estate of
CHARLES S. WILLIAMSON
deceased
I. 804 Pine Ro ad, Dickinson Township, Carlisle, Cumberland County. . . . . . 92 , 000 00
2. M&T Bank - Checking . . . . . . . . . . . . . . . . . . . . . 6,953 60
3. M&T Bank - Certificate. . . . . . . . . . . . . . . . . . . 5,047 06
4. M&T Bank - Certificate. . . . . . . . . . . . . . . 4,010 24
5. M&T Bank - Certificate. . . . . . . . . . . . . . . . . . . . . . . . 6,076 76
6. M&T Bank - Certificate. . . . . . . . . 8,159 58
7. M&T Bank - Certificate. . . . . . . . . . . . . 5,034 89
8. M&T Bank - Certificate. . . . . . . . . 13,209 36
9. M&T Bank - Certificate. . . . . . . . . . . . . . . . 20,301 07
10. M&T Bank - Certificate. . . . . . . . . . 10,059 43
II. M&T Bank - Certificate. . . . . . . . . . . . .1 10,053 75
12. Orrstown Bank - Checking. . . . . . . . . . . . . . . . . .1 933 16
13. Orrstown Bank - Certificate . . . . 5,044 80
14. Orrstown Bank - Certificate . . . . . . . . . . . 30,077 00
15. PNC Bank - Certificate. . . . . . . . . . . . . . . . . . . . 10,069 70
16. PNC Bank - Certificate. . . . . 11,120 69
17. Cumberland Valley Co-op . . . . . . . . 20 00
TOTAL. . . . . . . . . . . . . . . . . . 238,171 09
CAPB
HpRL
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CRAC
KOTK
ES
REV-15oo EX + (6-00)
c
OFFICIAL USE ONLY
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
1(;- J'!()- /,a
FILE NUMBER
D
E
C
E
D
E
N
T
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601
HARRISBURG, PA 17128-0601
DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
Williamson Charles
DATE OF DEATH (MM-DD-YEAR)
COUNTY CODE YEAR
SOCIAL SECURITY NUMBER
162-22-5333
THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
21-01-0620
NUMBER
REGISTER OF WILLS
SOCIAL SECURITY NUMBER
1. Original Return
4. LImited Estate
X 6. Decedent Died Testate
(Attach copy of Will)
D 9. LItigation Proceeds Received
2. Supplemental Return
48. Future Interest Compromise (date of death after 12-12-82)
7. Decedent Maintained a LIving Trust
(Attach copy of Trust)
D 10. Spousal Poverty Credit
(date of death between 12-31-91 and 1-1-95)
1
D
3 date of death
. Remainder Return prior to 12-13-82)
5. Federal Estate Tax Return Required
8. Total Number of Safe Deposit Boxes
11. Election to tax under Sec. 9113(A)
(Attach Sch 0)
C
o
M
T P
A ~
X A
T
I
o
N
C P
o 0
R N
R D
E E
S N
T
NAME
Ro er B. Irwin Es .
FIRM NAME (If Applicable)
IRWIN McKNIGHT & HUGHES
TELEPHONE NUMBER
COMPLETE MAILING ADDRESS
60 West Pomfret Street
West Pomfret Professional Bldg.
Carlisle, PA 17013
R
E
C
A
P
I
T
U
L
A
T
I
o
N
4 - 5
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Corporation, Partnership or
Sole-Proprietorship
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F)
D Separate Billing Requested
7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Total Gross Assets (total Lines 1-7)
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)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been
made (Schedule J)
14. Net Value Sub"ect to Tax (Line 12 minus Line 13)
OFFICIAL USE ONLY
(8) 238,171. 09
(11) 22.910.71
(12) 215,260.38
(13) 5.000.00
(14) 210,260.38
(1)
(2)
(3)
92,000:'00-
None
None
(4)
(5)
None
146,171.09
(6)
None
None
11,502.03
11,408.68
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
0.00 X .0 0 (15) 0.00
210,260.38 X .0 45 (16) 9,461. 72
-
0.00 X .12 (17) 0.00
0.00 X .15 (18) 0.00
(19) 9,461. 72
Copyright (c) 2000 form software only The Lackner Group, Inc.
Form REV-1500 EX (Rev. 6-00)
Decedent's Complete Address:
STREET ADDRESS
804 Pine Road
CITY I STATE I ZIP
Carlisle PA 17013
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19)
2. Credits/Payments
A. Spousal Poverty Credit
B. Prior Payments
C. Discount
(1)
9,461. 72
0.00
473.09
Total Credits ( A + B + C) (2)
473.09
3. InterestlPenalty if applicable
D. Interest
E. Penalty
TotallnterestlPenalty ( D + t: (3)
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.
Cheek box on Page 1 Line 20 to request a refund (4)
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line S + SA. This is the BALANCE DUE. (5B)
Make Cheek Payable to: REGISTER OF WILLS, AGENT
J .,~C
O. 'JO
8,988.63
0.00
8,988.63
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IN THE APPROPRIATE BLOCKS
Yes No
~~
o
o
o
[8]
[8]
[8]
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.
Mark D. Williamson
_ _ _~?9?_ _ ~~~_~tt~!'_~~ - ?_~: - - - - - - - - - - - - - - - - - - - - - - - - - - --
Manassas, VA 20111
IRWIN McKNIGHT & HUGHES
60 West Pomfret Street
- - - -- -- -- - --- - - -- - - --- - - - - - - - - -- - - - - - - - -- - - - - - - - - - - --
Carlisle, PA 17013
DATE
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN
~~~L/J!~
SIGNATURE OF PREPARER OTHER THAN REPRESENT AliVE
0.dL
(.\{I'if'~(
DATE
For dates of deatH after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 9116 (a) (1.1) (il].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 9116 (a) (1.1) (ji)]. 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 0% [72 P.S. 9116 (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 4.5%. except as noted in 72 PS. 9116{ 12)
[72 P.S. 9116(aX1)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX 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.
Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00J
REV-1502 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF FILE NUMBER
Charles S. Williamson SS# 162-22-5333 06/25/2001 21-01-0620
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price
at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable
knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM VALUE AT DATE
DESCRIPTION
NUMBER OF DEATH
1 804 Pine Road, Dickinson Township, Carlisle, Cumbo Co. 92,000.00
SCHEDULE A
REAL ESTATE
TOTAL (Also enter on line 1, Recapitulation) S 92,000.00
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97)
REV-1508 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Charles S. Williamson
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
SSfj 162-22-5333
06/25/2001
FILE NUMBER
21-01-0620
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 VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1 M&T Bank, checking 6,953.60
2 M&T Bank, certificate 5,047.06
3 M&T Bank, certificate 4,010.24
4 M&T Bank, certificate 6,076.76
5 M&T Bank, certificate 8,159.58
6 M&T Bank, certificate 5,034.89
7 M&T Bank, certificate 13,209.36
8 M&T Bank, certificate 20,301. 07
9 M&T Bank, certificate 10,059.43
10 M&T Bank, certificate 10,053.75
11 Orrstown Bank, checking 933.16
12 Orrstown Bank, certificate 5,044.80
13 Orrstown Bank, certificate 30,077.00
14 PNC Bank, certificate 10,069.70
15 PNC Bank, certificate 11,120.69
16 Cumberland Valley Co-Op 20.00
TOTAL (Also enter on line 5, Recapitulation) S 146,171.09
(If more space is needed, insert additional sheets of the same size)
Copyright (e) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97)
REV-1511 EX +(1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
ESTATE OF
Charles S. Williamson
SSfI 162-22-5333
FILE NUMBER
21-01-0620
06/25/2001
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION
A. FUNERAL EXPENSES:
B.
AMOUNT
1.
ADMINISTRATIVE COSTS:
Personal Representative's Commissions
Name of Personal Representative(s)
Social Security Number(s) / EIN Number of Personal Representative(s)
Street Address
City
State
Zip
Year(s) Commission Paid:
2.
3.
Attorney's Fees IRWIN McKNIGHT & HUGHES
Family Exemption: (If decedent's address is not the same as claimant's, attach explanation)
Claimant
Street Address
10,800.00
City
Relationship of Claimant to Decedent
State
Zip
4.
Register of Wills
255.00
Probate Fees
5. Accountant's Fees
6. Tax Return Preparer's Fees
7.
1
Other Administrative Costs
Cumberland Law Journal - estate notice publication
75.00
2
Register of Wills - filing fee
25.00
3
Steven W. Barrett Real Estate - appraisal fee
250.00
4
The Sentinel - Legal - estate notice publication
97.03
TOTAL (Also enter on line 9, Recapitulation) S 11,502.03
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97)
REV-1512 EX + (1-97)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Charles S. Williamson
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES, AND LIENS
SSII 162-22-5333
06/25/2001
FILE NUMBER
21-01-0620
Include un reimbursed medical expenses.
ITEM
NUMBER
1
DESCRIPTION
Carlisle Regional Medical Center
AMOUNT
18.07
2
Continuing Care RX
101.15
3
Lehigh Valley Respiratory Care
100.00
4
Presbyterian Homes
11,189.46
TOTAL (Also enter on line 10, Recapitulation) S 11,408.68
(If more space is needed, insert additional sheets of the same size)
Copyright (el 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97)
REV-1513 EX + (9-00)
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Charles S. Williamson
NUMBER
I.
SCHEDULE J
BENEFICIARIES
SSII 162-22-5333
06/25/2001
RELATIONSHIP TO DECEDENT
Do Not List Trustee(s)
1
NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
TAXABLE DISTRIBUTIONS [Include outright spousal distributions, and
transfers under Sec. 9116(a)(1.2)]
TUW FBO Mark Williamson
Trust
Daughter-in-Law
Grandchild
Grandson
FILE NUMBER
21-01-0620
AMOUNT OR SHARE
OF ESTATE
remainder
10,000.00
5,000.00
residence
ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET
II. NON- TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
Chs. Williamson
M&T Bank
P.O. Box 220
Carlisle, PA 17013
2
Gloria Williamson
600 Gutshall Road
Boiling Springs, PA 17007
5,000.00
TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S
(If more space is needed, insert additional sheets of the same size)
Copyright (c) 2000 form software only The Lackner Group, Inc.
3
Jessica Williamson
c/o Mark Williamson
9207 Stephanie Street
Manassas, VA 20111
4
Mark D. Williamson
9207 Stephanie Street
Manassas, VA 20111
1
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Huntsda1e Church of the Brethren
170 Church Road
Carlisle, PA 17013
5,000.00
Form REV-1513 EX (Rev. 9-00)
LAST WILL AND TESTAMENT
I, CHARLES S. WILLIAMSON, of Dickinson Township, Cumberland County,
Pennsylvania, declare this instrument to be my Last Will and Testament, hereby expressly
revoking all Wills and Codicils heretofore made by me.
1. I direct my executor to pay all of my debts, funeral and administrative expenses as
soon as may be done conveniently after my decease.
2. I authorize and empower my executor to sell any realty owned by me at my death, and
not specifically devised herein, at either public or private sale, and to give good and sufficient
deeds therefor, in fee simple, as I could do if living.
3. I devise and bequeath all of my estate of every nature and wherever situate as follows:
(a) I give the sum of $5,000.00 to the Huntsdale Church of the Brethren,
(b) I give the sum of$IO,OOO.OO to Gloria M. Williamson,
(c) I give the sum of $5,000.00 to Jessica Williamson,
(d) I devise and bequeath my home and all personal belongings (car, equipment,
furniture, etc.) to my grandson, Mark D. Williamson,
(e) I direct that all my money (certificates of deposit, etc.) after the payment of
taxes and expenses, be held in Trust by Financial Trust Services Company, Carlisle,
Pennsylvania, and all the income and $10,000.00 per year of the principal be paid to Mark D.
Williamson until the funds are extinguished.
4. If Mark D. Williamson is not living at the time of my death, I give, devise and
bequeath all the residue of my estate to Gloria M. Williamson and Jessica Williamson, share and
share alike.
5. I nominate and appoint Mark D. Williamson to be the executor of this my Last Will
and Testament; he is to serve as such without bond. Should he die before my death, renounce or
refuse to serve for any reason, or die leaving any of my estate unadministered, I nominate and
appoint Roger B. Irwin and Marcus A. McKnight, III, as substitute executors, also to serve as
such without bond, with the same powers as are given herein to my executor.
6. I hereby suggest that my personal representative retain the servIces of Irwin,
McKnight & Hughes, as attorneys in the settlement of my estate.
IN WITNESS WHEREOF, I have hereunto set my hand and seal this 30TH day of
October, 1997.
g I
-) I- ",. V (/,:~~-,
t.'4h ,$~4sllMrP-~~L-
CHARLES S. WILLIAMSON
Signed, sealed, published and declared by CHARLES S. WILLIAMSON, the above
named testator, as and for his Last Will and Testament, in the presence of us, who at his request,
in his presence and in the presence of each other have subscribed our names as witnesses hereto.
2
ACKNOWLEDGMENT AND AFFIDAVIT
WE, CHARLES S. WILLIAMSON, CHERYL L. CLELAND and MARTHA L.
NOEL, the testator and witnesses respectively, whose names are signed to the foregoing
instrument, being first duly sworn, do hereby declare to the undersigned authority that the
testator signed and executed the instrument as his Last Will, and that he had signed willingly,
and that he executed it as his free and voluntary act for the purpose herein expressed, and that
each of the witnesses, in the presence and hearing of the testator, signed the Will as a witness and
that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of
sound mind and under no constraint or undue influence.
/).p " 0 ,/~ '//('"
L -11f1 //~ /fk.s. .f2f! / /7-:-~t:. ........-t:LC2--7 r.zG-<-'":7/L._-
CHARLES S. WILLIAMSON
~ J 7
?l' .-:7 ,,/
ERYL L. CLELAND
'-1{~ Y "M<<?
. MARTHA L. NOEL
COMMONWEAL TH OF PENNSYL VANIA
SS:
COUNTY OF CUMBERLAND
Subscribed, sworn to and acknowledged before me by CHARLES S. WILLIAMSON,
the testator herein, and subscribed and sworn to before me by CHERYL L. CLELAND and
MARTHA L. NOEL, witnesses, this ~o' day of~ber, 1997.
Notarial Seal
Roger B, Irwin, Notary Public
Carl/afe Bo'O, Cumberland Coun
My Commission ExpIres Oct. 3, 20~O
Member. PennsylvanIa Assoclallon at NOlarltltJ
STEVEN W. BARRETT REAL ESf Al t: & APPRAISAL SERVICES
Fie No. 01-'>568
APPRAISAL OF
LOCATED AT:
Pine Road
Carlisle, PA 17013
FOR:
Irwin, McKnight & Hughes
60 West Pomfret Street
Carlisle, PA 17013
BORROWER:
Charles S. WILLIAMSON Est.
AS OF:
06/27/2001
BY:
Stan A. Skowronek
124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627
STEVEN W. BARRETT REAL ESTATE & APPRAISAL SERVICES
File No. 01-0568
.-.. .
.
.
06/27/2001
Irwin, McKnight & Hughes
60 West Pomfret Street
Carlisle, PA 17013
File Number: 01-0568
In accordance with your request, I have personally inspected and appraised the real property at:
804 Pine Road
Carlisle, PA 17013
The purpose of this appraisal is to estimate the market value of the subject property, as improved.
The property rights appraised are the fee simple interest in the site and improvements.
In my opinion, the estimated market value of the property as of June 25, 2001
is:
$92,000
Ninety-Two Thousand Doliars
The attached report contains the description, analysis and supportive data for the conclusions,
final estimate of value, descriptive photographs, limiting conditions and appropriate certifications.
Respectfully submitted,
~Q~uJr~t
Stan A. Skowronek
Certified Residential Appraiser
m .... .. ....
124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627
SUMMARY APPRAISAL REPORT
PrODertv DescriDtion UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 01-0568
Property Address 804 Pine Road City Carlisle State PA ljnCode 17013
LeoalDesO'iotion Deed Book Y-21 , Page 18 Counlv Cumberland
Assesso(s Parcel No. 08-31-2197-013 Tax Year 00/01 R.E. Taxes $ 1200Est Soecial Assessments $ None
Borrower Charles S. WilLIAMSON, Estate Current Owner Same Oceuoan!: 11 Owner r l Tenant I X I Vacant
.. Prooertvriohtsaooraised IXI FeeSimole l Leasehold r ProiectTvpe r -I PUD Il CondominiumlHUDNAonlv\ HOA$ N/A /Mo.
Neiahborhood or Proiect Name Dickinson Townshlo Mao Reference 31-2197 Census Tract 0127.98
Sale Price $ N/A Date of Sale DesO'iption and $ amount of loan chargeslconcessions to be paid by sellerN/A
Lender/Client Irwin, McKnlaht & Hughes Address 60 West Pomfret Street, Carlisle, PA 17013
Appraiser Stan A. Skowronek Address 126 North Hanover Street, Carlisle, PA 17013
Location U Urban l2Sj Suburban U Rural Predominant Single family housing Present land use % Land use change
Built up 0 Over 75% 00 25-75% 0 Under 25% occupancy f(~9E ~~f One family ~ 0 Not likely 0 Likely
Growth rate 0 Rapid 00 Stable 0 Slow 00 Owner 95 ~ Low ~ 2-4 family ~ 00 In process
Property values 00 InO'easing 0 Stable 0 Declining 0 Tenant 175 Hioh 50 MJIti-family ~ To:Resldentlal
Demand/supply 0 Shortage 00 In balance 0 Oversupply 00 Vacant ((}.5%) JiJ, Predominant ),1i1\1 Commercial 0%
Marketinatime n Under 3 mos. fXl3-6mos. n Over 6 mos. n V."'nflovorS%\ 110 I 30 IVacant \ 35%
Note: Race and the racial composition of the neighborhood are not appraisal factors.
Neighborhood boundaries and characteristics: Subject Is bounded on the north by Walnut Bottom Rd, on the east by Holly Pike, on the
. south bv Sandbank Rd and on the west by Burnthouse Rd.
. Factors that affect the marketability of the properties in the nelghborhoo~proximlly to employment and amenities, employment slabllity, appeal to market, etc.):
. There are no adverse factors to affect marketabllitv. Diverse, stable emolovment and all supportlna amenities are within
.. reasonable driving distance. MSA 3240.
Market conditions In the subject neighborhood (including support far the above conclusions related to tl1eend of property values, demand/supply, and markeling time
- - such as data an competitive properties far salein the neighborhood, description of the prevalence of sales and financing concessions, etc.):
Property sales records and MlS statistics show a stead v, moderate Increase In propertv values over the past vear. Average
marketina time of 80-100 days shows a good balance of supply and demand. Few sales and financing concessions are
needed in the neighborhood.
. Project information for PUDs(lf applicable) - - Is the developer/builder in control of thEHome Owners' Association (HOA)? U YES _ W NO
Approximate total number of units in the subject project N/A . Approximate total number of units far sale in the subject project N/A
Describe cammon elements and recreational facilities:N/A
Dimensions See leaal description Topography Slightly Sloping
Site area .57 Acre mil Corner Lot 00 Ves 0 No Size Tvolcal for area
Specific zoning classification and description low Densltv Residential Shape Irregular
Zoning compliance 00 Legal 0 Legal nonoo~ng (Grandfathered use) U Illegal 0 No zoning Drainage Adeauate
Hiohest & best use as improved: rX!Present use I I Other use lexnlain\ View Residential
Utilities Pubiic Other Off-site Improvements Type Public Private Landscaping Average
Eiectricity 00 200 amp Street Macadam 00 0 Driveway Surface Macadam
Gas 0 Curb/guller None 0 0 Apparent easements None Indicated
Water 0 Well Sidewalk None 0 0 FEMA Special Flood Hazard Area U Ves ~ No
Sanitary sewer 0 Seotic Street lights None 0 0 FEMA Zone X Map Date 12/19/95
Storm sewer 11 Aliev None n H FEMA Man No. 421580 0002B
Comments (apparent adverse easements, encroachments, special assessmentsslide areas, iliegal or legal nonconforming zoning, use, etc.): Well/Seotic
common for the area and have no adverse affect on marketabilltv. There are no adverse easements, encroachments or other
adverse conditions.
GENERAL DESCRIPTION
No. of Units 1
No. of Stories 1
Type (Det/AlI.) Detached
Design (Style) Ranch
Existing/Proposed Existing
Age (Vrs.) 35
Effeclive Aoe Yrs. \ 15-20
. ROOMS Fover
Basement
Levell
. Level 2
Livino
# Baths
o
00
00
~J
o
U,known == 0
. R factor unknown
Other Area Sa Ft.
INSULATION
Roof
-
Ceiling ~
Walis .
Floor .
-
None
EXTERIOR DESCRIPTION
Foundation Conc Block
Exterior Walis Brick
Roof Surface Asohalt
Gullers & Dwnspts. Aluminum
Window Type Wood Frame
Storm/SO'eens Yes
Manufactured House No
Dinino Kitchen
FOUNDATION
Slab None
0av.I Spaoe Full
Basement None
SUfT1lPufT1lN/A
Dampness None Obsvd
Settlement None Obsvd
Infestallon None Obsvd
Famllv Rm. Rec. Rm. Bedrooms
BASEMENT
Area SqFt. None
% Finished N/A
Ceiling N/A
Walls N/A
FloOf NI A
Outside Entry N/A
Den
Laundrv
area
2
1,120
Finished area above orade contains: 4 Rooms' 2 Bedroom's\'
INTERIOR MaterialslCondition HEATING KITCHEN EQUIP. A HIC
Floors Hrdwd/CrpWinyl Type Basebrd Refrigerator 0 None 0
. Walls Drvwall Fuel Electric Range/Oven 00 Stairs 0
TrimlFinish Wood ConditianAverage Disposal 0 Drop Stair 0
Bath Floor Carpet COOLING Dishwasher 0 Scullle 00
Bath Wainscot Drwll/CerTle Central None FanlHood 00 Floor 0
Doors Hollow Core Other None Microwave 0 Heated 0
Averaae Condition ConditianN/A WasherlDrver n Finished n
Additional features (special energy efficient items, etc.): Celllna fans. Covered oorch. 200 amp service.
1 Bathls\'
AMENITIES
Fireplace(s) # _
Patio
Deck
Porch Covered
Fence
Pool
o
1,120 Snuare Feet of Gross Livina Area
CAR STORAGE:
o None 0
o Garage
o Attached
00 Detached
o Built-In
o Carport
n Drivewav
# of cars
3/Mac
Condition of the improvements, depreciatior(physical, functional. and external), repairs needed, quality of construction remodeling/additions, etc.: Improve
ments are in average condition with no physical Inadequacies apparent. Functlonallnadeauacv for two bedroom floorplan.
Adverse environmental conditions (such as, bulnot limited to, hazardous wastes, toxic substances, etc.) present in the improvementson the site, or in the
immediate vicinity of the subject property: No adverse environmental conditions are aoparentldlsclosed
Freddie Mac Form 70 6.93
PAGE 1 OF 2
Thislorm was produced on the ACI 08Vl11opmllnl RapldForms system (800)234-8727
Fannie Mae form 1004 6-93
ESTIMATED SITE VALUE. .
ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENb
Dwelling 1,120 Sq Ft. @ $ 52.00 = $ ___ :)~,~~Q
Crawl 200 Sq.Ft. @$~ = __ 600
. Well,Septic,Parch = ___ 1~,~~Q
Garage/Carport ~~_ Sq. Ft. @ $ ~ = __ _ _ !,064
Total Estimated Cost New t = $ - 7'!!~~
Less . Physical I Fu'ncti~n'ai . E~t~rn~I' Est. Re;;;Jininu Econ. Life 35
. Depreaatlon $10,000 $2,000 0 = $ __ __ __~~IOOO
Depreciated Value of Improvements. = $ __ __~__~7 ,40~
"As-is" Value of Site Improvements. = $ 3,000
INDICATED VALUE BY COST APPROACH. . . = $ 92,400
ITEM I SUBJECT COMPARABLE NO.1
804 Pine Raad 105 Hillside Drive
Address Carlisle Mt. Hally Springs
Proximity to Subject 3.07 MI ENE
Sales Price $ N/A
Price/Gross Liv Area $ 0.00 12l
Data andlor Inspectian
Verification Sources Caurthause Rec
VALUE ADJUSTMENTS DESCRIPTION
Valuation Section
Sales or Financing
Concessions
N/A
N/A
Average
Fee Simple
. 57Ac/Avg
Residential
Ranch/Avg
Average
35 Yrs
Average
Date of Salemme
Location
Leaseholdifee Si~_
Site
View
Desiqn and Appeal
Quality of Construdioll
~~------
Condition
Above Grade
Room Count
Gross Living Area
. Basement & Finished
Rooms BoIow Grade
~--
Functional Utilitv
!:1~aling/(";()()jir1g___
. Energy Effidentltems
~e/Carl""!__
Porch, Patio, Deck,
Fireplace(s), etc.
Fence, Pool, etc
H
Total: Bdrms I Bath,
4: 2: 1.00
1,120 SoH
Crawl Space
2 Bedraam
EBB/Nane
Typical
One Car Garage
Parch
Nane
SUMMl,RY APPRf,I"
~,~:"JO~\T
UNIFORM RESIDENTIAL APPRAISAL REPORT
Hte 110. 01.0568
-, $
__ 3.~ ,()()O
Commentl, on Cost Approach (such "s, sourceof cost estimate,
site value, square foot calculationand fOI HUll, VI, "ud FrnHA, Ihe
estlr:latbi :-cmaining economic life of the properly)
Cast now fram marshall Swift Valuatian Service
--~_._---- -_._----~-- -~
handbo~k and lacal cast analysis. Land value from
Market Data Comparisan. Depreciatian based an age Iif~_.
abse"!_Eld ca!lditian and market Data Analysis. Estil!1atec:l_
Rern_airlillg Ecanamic Life 40-45 Yll<l!li ________~__
COMPARABLE NO.2
476 Stanehause Raad
Carlisle
1.94 MI ENE
COMPARABL E NO.3
656 Burnthallse Raad
Carlisle
2.68 MI NNE
$
$ 92.49 I1i
MLS/Caurthause
112,100
$
$ 84.07 I1i
MLS/Caurthause
95,000
99,000
J
$ 79.33 I1i
MLS/Caurthause
DESCRIPTION I-~.i:l! Ad"",,,,,,,__ . ..,-,-QESCRI0iQ~~~ ... r-:;:-;-$ Adlo>,m:;- --OESCRIPTICIN-=l . Ii $ Ad,o>'moo'
Nane/FHA Nane/Other Nane/Canv
DaM 8 DaM 215 DaM 6
OS/29/2001 06/01/01 02/01/2001
-,- ~~--.
Average Averagll....... _l..~__ Average
Fee Simple ,-------- Fee Simple .~___ Fee Simple.
.44Ac/Avg _~___ .59Ac/Avg_ 1 Ac/Avg
Residential +---- Residential n.___.,___ Residential
Ranch/Avg ___...__~___ Ranch/Avg Ranch/Avg _ . _. _~_____.
Average ~ Average Average ___ ___,_.____
29 Yrs 51 Yrs ; 39 Yrs
Avg/Gd . - _J .-----5;Q~~ Av~rag~__ ~, ____:______
Total: Bdrms ' Balhs ., ~~ Bdlh~_____~ T(;lal~Bdrm..:.._~____ l:klll,~
5: 3: 2.00: -2,000 _~~_!,QQ:~;--~:----!:QQ:
1,212 SoFt _.:. -1,380 1,248 S9iL _: _____:1~___!,~.ll~qFL__:
Full BsmU -2,500 Partial Bsmtl Full BsmU
Unfinished _. ._________ !:!!1finis!!Ilc:l: l.!llfil1.!li!!llc:l
Average __ _:____~,OOO Average ,__ ___:~ ~veral!ll._
FHA/Nane FHA/Nane FHA/Nane
Typical__. :__~~_=_--==.!Ye!~al=___ ....___.!w~al_
Two. Car Ga!i1~e : .__:1,~QQ. 1 CAt!~/~<::[}()t~_:~,QOO Nane
Parchl : -2,000 Parchl .2,000 Nane
1 Fireplace ________ _!FirElEI~_<:() , ______~ ___
Nane Nane Nane
:__--=.!,50Q
o
-2,500
----_:~,Q()Q
n~~,QQQ
+1,000
---
fletAdltotal\ 11+ IXI.:$ 16,380 I + IXI.__~.!_ 8,920 II't'rxl. ;~_~OOO
Adjusted Sales Price Grass: 14.6% Gross: 9.0% Grass: 9..5%
of Comparable Net: -14.6% $ 95,!20 Net: -9.0% $ __ 90,080 Net: -3.2% $ ._~()Q()
Comments on Sales Comparison (including the subject property's compatibility to the neighborhood, etc ): !!1dicated range af value is $90,900 ~__
$96,000. Lack af suitable camparables within the subjects immediate vicini!Y.!ll..q~!!ed an....ll~panded search ar.ll<l-...!!!llseill'll.....__
the_~estliil!es camparables knawn to. be availabl~_________. ___ u_______
1--- -
=IT~~-=- 04/12S/U6B6JECT _COMPi\.R~1 E N\2-:b1 _- C()~tl'~.r,M" E WJ 2 ---]-- .-~~, ,. ,(,If''I,:.I,l I: ~(;-:1- ___u
Date. Price and Dala
SourCilfUfpriorsales 500.00 N/A N/A N/A
..;thinvearofapPfaisal Caurthause Caurthause __. __ CaurthausE!._ ___ _ Caur!l!ause ____________
Analysis of any current agreement of sale, option, or listing of the subject property and analysis of any priorsald of ,ubj"c! and comparables within one yeor of 11'0 dJle of appraisal
No. priar sales within the past year._ ______________ _ ____ _~_____
INDICATED VALUE BY SALES COMPARISON APPROACH. . 92,000
. INDICATED VALUE BY INCOME APPROACH'I! Applicable) Estimaled Market Rent $ N/A IMJ x Gross Rent Multiplier N/A" $ -------NIA
ThiS appraisal is made J!] "as is" 0 subject to the repairs. alterations. inspections or conditions listed below [J subject to completion per plans and spedfications
Conditions of Appraisal The praperty has been appraised in current canditiarl~.!!!is al?EEilili<l!is far client anIY'-I1CJ.rl-tra"liferable. See
attached addendum. Summary Appraisal Repart _ _ . __
Final Reconclliation:Mast emphasis is placed upan the sa!lls camPil!!li~.!!..<IE.e!~<I.!:=!l, ~tl!!l1e cast appraachl(}~o;_lii~nJfi(;'!fl!in____u
supparting aur estimate af value.
The purpose of Ihis appraisal is to eslimate the market value of the real property that is Ihe subject of this report, based on Ihe above condilions and tile certification, oontlngent
and limiting conditions, and market value definitiorthat are stated in the attached Freddie Mac Form 439iFannie Mae Form 1004B (Revised 6/93 _______ )
I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUB.JECDFTHISREPORT,ASOF Q~/~~!~QQ1 _ ______ ___
. (WHICH IS THE DATE OF INSPECTION AND THE EFFECTIVE DATE OF THIS REPORT) TO BE $ 92,000 _
APPRAISER:. c.< \ C-. " <.:..:,\ / Ie SUPERVt~~. ,(~~RAIS~Lr IF ~UlI~r[1:
~alure.. "_S\u......\. J, "-'~0l(~rLl(.i\ _._.._ __.,___ Slgnatura.._ __> ~ --- --'-- I
Nam~-Stan A. Skawronek ' Name Steven W. Barrett, SRPA, SRA
Q,!t~ B9P~rt ~;g;;~~~Q6i2I72001___ -=--=-- QQtllEeport ~ignlli~0IiT27/200[==--n
~'-"ltJ.(";",!i!!cation!Ll3.1".001572-L ~_________ _ ;;t"tll!"_~____ ~@t~Cer~~GQtiollll ~~.000298:~___
Or State license # Sfate Or Sfate License # RB-026921-A
t leJdl<J Mac FL(m 70 ii-9] \..tertltled KeSldentlal PAGE 2 OF 2 Certified GcnurarA-rji.)i~is-c-r--
Appraiser 1101:;1"1.1) ...~" p JLj.;~d Olltll~ ACI D~ve'F!;~ill R.lpIJfIlllTl::i ">I,,m(i:\l)(I)l~.j i.J/;','
STEVEN W. BARRETT REAL ESTATE
I lu,u 1.~IDld IIGt
IlIspeel Property
Slole PA
Stale PA
~,~u" FlAm lG(J4 6 ~j
SKETCH/AREA TABLE ADDENDUM
Case No
---. ------ ----- --------.--------- ---
P!()P13rty~~~r~~s_~ine Road ______~_ ___________
. ~ity Carlisle C()unty ~LJrT1~lIrlan~___.
Borrower Charles S. WILLIAMSON Est.
.- - ----_._---_._-----_._--~-~------
Lender/g!i~nt .lr\\IinLMc~ll!h.! ~!ILJl!~~_____
Appraiser Name Stan A'l;kowronek
File No 01-0568
Slate PA
__. _. ___Zip_17013
L/~ A~~~~_60~e~!I"()rT1frllt_~tre~t.c:~rl~sI8.!'~~7013
_ J'.ppr J>..dd!Elss_126. N.orth Hanover_l;trllllt._c:~rlisle. PA 17013
/
/
~//
/
//
Bedroom
Bath
Bedroom
L
7
r.
0'?)
~
<j~'
Living Room
,///
.
Kitchen
Comments:
Code
GLA1
pip
GAR
DescrIption
- -"1 riit-Fioo-r-.
Porch
Garage
Size
.-----------
1120.00
88.00
576.00
Totals
1120.00
88.00
576.00
Scale: 1 = 12
'"".~':~c:..=""EAKDD~.,,
I 28.0 x 40.0 1120.00
I
I
I
i
AREA CALCULATIONS SUMMARY
.
TOTAL LIVABLE (rounded)
1120
1 Area Total (rounded)
1120
APEX SOFTWARE 800.858-9958
Apx8100-w ApexU
,:;(;-18-."".11 hl:;g
",,",'CI'>'N< ':, I r:: rFI'~T'\F"T
QPNCBA.N<
DocCde1at Repcn1iag
Fimside Center
P7-PFSC-4-F
500 First Avenue
Pittsburgh, PA 15219-3128
August 9. 200 1
Roger B. Irwin
60 West Pomt'm Street
Carlisle, PA 17013-3222
RE: Estate of Charles S. W1I1ia:mson, Deceased
SSN: 162-22-5333
ooD: 6125/2001
Dear Mr. Irwin:
Please find the date of da!b b~ you MV1: ICqllClltcd 1isted below.
CERTIFICATES OF DEPOSIT
#11001051509
CHARLES S WILLIAMSON
OOD Balance: 510,000.00 + $69.70 accruc:d interest
#31900111944
cHA.R.LES S WILLIAMSON
DOD Balance: S 11.000.00 + 5120.69 acaued interest
Page 1 of2
A ......~ at 11K PflC Financial Semccs -p
On. PNC PI... 249 Fiflh Avenue PItt-llurgn __MOl' 15222 27[J/
08/10/01 09:03
.J!;: 7ffi iXI57 P. ;] 1, ,l;'
ISCP
Established 02.103/1994
Eetablisbed 11/28/1997
TX/RX NO.9069
P.001
.
A1.li-W-2fl(l1 10: 28
FNCBI'N< elF ~T1'ENT
.11;' ,;,\15 .X1S7 P.O;;/ct;'
a PNCBAN<
Our ofDee OIlI, provide! date 0( Cleath balaata for IRA's, CD's, Checking and
SaviDp acco_tl. We do ~ FlDaRcJal TraDSaetloDll or Statemeat Orders. For
Furtber InformatioD please call1-800+BANKER or yonr toeal PNC BtaJlc:h and
ask to speak ",lib . FInancial Suviees Rep1'lleDtativ8.
Sincerely,
@onrulli- ~
Rachelle Sciullo
1-800-762-1775
Page 2 oi2
" _Hr of The PNC f"1IllIIlOaI SeMfts Grau,
0". PNC PI... 249 flfth Av..... PitUbu",h Pt~ani. 15222 21fJ1
TOTFL P. 02
08/10/01 09:03
TX/RX NO.9069
P.002
.
\P)[~~U\g~'D'.\
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, , '(~ . " '( 0 (I ;
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~M&TBank
August 2, 200 I
I\~l\~ c '1\IG\j[\
IRWIN! i\f\(;\~~ \Jell ~ \iu ' tI[.;
RE:
Estate Search
The Estate of:
Date of Death (0.0.0.)
Charles S. Williamson
6/25/200 )
To Whom It May Concern:
Identified below is the account information requested.
1. M&T Bank accounts in which the decedent's name appears:
Account Account Number Account Title Opening Branch 0.0.0.
Type Balances
(Includes Accr.
Int. )
Checkings 445126 Charles S. Williamson 4331 $6,953.60
CD 31003910059087 Charles S. Williamson 4331 $5,034.89
Intrest Rate 5.4%
CD 31003910107787 Charles S. Williamson 4331 $13,209.36
Intrest Rate 5.4%
CD 31003910109858 Charles S. Williamson 4331 $20,301.07
Intrest Rate 5.4%
CD 31003910124541 Charles S. Williamson 4331 $10,059.43
Intrest Rate 4,16%
CD 31003910129856 Charles S. Williamson 4331 $10,053.75
Intrest Rate 5.15%
CD 31003910160462 Charles S. Williamson 4331 $8,159.58
Intrest Rate 5.15%
CD 31003910189678 Charles S. Williamson 4331 $5,047.06
Intrest Rate 4.75%
CD 31003910204040 Charles S. Williamson 4331 $4,010.24
Intrest Rate 5.83%
CD 310039102562953 Charles S. Williamson 4331 $6,076.76
Intrest Rate 5.1 %
2. Loans, Mortgages, or other obligations titled in the decedent's name
Account Number
Amount Owed
Account Description
Accrued Interest
$.00
$34.89
$290.36
$301.07
$59.43
$53.57
$159.58
$47.06
$10.24
$76.76
A Safe Deposit Box titled in the Decedent's name existed at our Mount Holly Springs office. The Safe Deposit Box Number is
0000059.
If you have any questions about the information provided, please contact our Records Department at (716) 635-4010 or 1-800-724-
2440 outside of the Buffalo, NY calling area. Thank you.
Manufacturers and Traders Trust Company · 1100 Wehrle Drive, Po. Box 767, Buffalo, NY 14240-0767
m1M&rBank
Sincerely,
M&T BANK CORPORA nON
BY:
cA1'1 tCuH I ~ M y\ --1A~kllWp c t/,=:::'
Authorized Signature
DATE, ~I~/~\I
Manufacturers and Traders Trust Company · 1100 Wehrle Drive, Po. Box 701, Buffalo, NY 14240-0767
~
ORRSTOWN
BANK
TO: Law Offices
Irwin McKnight & Hughes
West Pomfret Professional Building
60 West Pomfret Street
Carlisle, PA 17013
FROM: ORRSTOWN BANK
P.O. BOX 20
SHIPPENSBURG PA 17257-0250
RE:
ESTATE OF Charles S. Williamson
DECEASED
DATE OF DEATH: June 25,2001
IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE
FOLLOWING ACCOUNTS WITH ORRSTOWN BANK:
(1) CHECKING ACCOUNTS
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
400432
Charles S. Williamson 3-28-94
$933.16
.42
(2) SAVINGS ACCOUNTS
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
(3) CERTIFICATES OF DEPOSIT
DATE OF DEATH
ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST
5060058965
5060060484
Charles S. Williamson 10-14-97
Charles S. Williamson 5-30-98
$5,000.00 $44.80
$30,000.00 $77.00
Date:_7-9-01
By: Timothea Customer Service Operator
PO Box 250 · Shippensburg. PA 17257 · (717) 532-6114 . (717) 532-4143 Fax. www.orrstown.com
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
IRWIN ROGER B ESQ
60 W POMFRET ST
CARLISLE, PA 17013
____nn fold
ESTATE INFORMATION: SSN: 162-22-5333
FILE NUMBER: 21-2001- 0620
DECEDENT NAME: WILLIAMSON CHARLES S
DATE OF PAYMENT: 09/24/2001
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/25/2001
NO. CD 000297
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $8,988.63
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
REMARKS: ROGER B IRWIN
CHECK# 17912
SEAL
INITIALS: DO
RECEIVED BY:
REGISTER OF WILLS
$8,988.63
MARY C. LEWIS
REGISTER OF WILLS
\ /6 -:;.yo.. /.;V
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z8060l
HARRISBURG, PA 171Z8-0601
NOTICE OF INHERITANCE TAX
APPRAISEMENT. ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE PA 17013
11-05-2001
WILLIAMSON
06-25-2001
21 01-0620
CUMBERLAND
101
*'
REY-1547 EX AFP llZ-DDI
CHARLES
S
Allount Rellitted
(9)
(10)
CHANGED
(1)
(2)
(3)
(4)
(5)
(6)
(7)
92.000.00
.00
.00
.00
146.171. 09
.00
.00
(8)
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 ~
REY=is4;-i3f-AFP--fi"2-':oOY-NOT"ici--OF-YNHiifiTANCi-TA)rAPPRA-isiMENT~--AL'rOWANci-ciR-------------- ---
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF WILLIAMSON CHARLES S FILE NO. 21 01-0620 ACN 101 DATE 11-05-2001
TAX RETURN WAS: (X) 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 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)
8. Total Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J)
14. Net Value of Estate Subject to Tax
I~ an assessment was issued previOUSly, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Allount of Line 14 at Spousal rate (15)
16. Allount of Line 14 taxable at Lineal/Class A rate (16)
17. Allount of Line 14 at Sibling rate (17)
18. Allount of Line 14 taxable at Collateral/Class B rate (18)
19. Principal Tax Due
NOTE:
11.502.03
11.408.68
Ul)
(2)
(13)
(14)
.00 X
210.260.38 X
.00 X
.00 X
NOTE: To insure proper
credit to your account.
submit the upper portion
of this forll with your
tax paYllent.
238.171. 09
??910 11
215.260.38
5.000.00
210.260.38
00 =
045 =
12 =
15 =
.00
9.461.72
.00
.00
9.461. 72
(9)=
TAX CREDITS:
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
PAYMENT MUST BE MADE BY 03-25-2002*. TOTAL TAX CREDIT .00
BALANCE OF TAX DUE 9.461.72
INTEREST AND PEN. .00
TOTAL DUE 9.461.72
· IF PAID AFTER DATE INDICATED. SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
RESERVATION: Estates of decedents dying on or before Dece.ber 12, 1982 -- if any future interest in the estate is transferred
in possession or enjoy.ent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Co..onwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such future interest.
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
To fulfill the require.ents of Section 2140 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your pay.ent to the Register of Wills printed on the reverse side.
--Make check or .oney order payable to: REGISTER OF HILLS. AGENT
A refund of a tax credit, which was not requested on the Tax Return, .ay be requested by co.pleting an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Office
of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour
answering service for for.s ordering: 1-800-362-2050; services for taxpayers with special hearing and I or
speaking needs: 1-800-447-3020 (TT only).
Any party in interast not satisfied with the appraisement, allowance, or disallowance of deductions, or assess.ent
of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of
this Notice by:
--written protest to the PA Departaent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR
--election to have the matter determined at audit of the account of the personal representative, OR
--appeal to the Orphans' Court.
Factual errors discovered on this assesssent should be addressed in writing to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-150l) for an explanation of ad.inistratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57-) discount of
the tax paid is allowed.
The 157- tax a.nesty non-participation penalty is co.puted on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax a.nesty period. This non-participation
penalty is appealable in the saae aanner and in the the same time period as you would appeal the tax and interest
that has been assessed as indicated 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.ent. Taxes which beca.e delinquent before January 1, 1982 bear interest at the rate of
six (67-) percent per annum calculated at a daily rate of .000164. All taxes which beca.e delinquent on and after
January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate
announced by the PA Depertment of Revenue. The applicable interest rates for 1982 through 2001 are:
Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor
1982 207- .000548 1992 97- .000247
1983 167- .000438 1993-1994 77- .000192
1984 117- .000301 1995-1998 97- .000247
1985 137- .000356 1999 77- .000192
1986 107- .000274 2000 87- .000219
1987 97- .000247 2001 97- .000247
1988-1991 117- .000301
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assess.ent. If pay.ent is aade after the interest computation date shown on the
Notice, additional interest .ust be calculated.
/6' -~-</LJ ,- /~
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. Z806 0 1
HARRISBURG, PA 171Z8-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
STATEMENT OF ACCOUNT
'*
REV-IU1 EX AFP IIZ-DDI
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE
1)1 NlV 26 All:4 7
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
11-19-2001
WILLIAMSON
06-25-2001
21 01-0620
CUMBERLAND
101
CHARLES
S
f1tecorded,i)~fIJf
Register of WlIIs
Clerk-O!).<' ,s Court
.tmlMe$and Co., PA
Allount Rellitted
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV=i6ifj-E3f-AFP-fi'2-:ooY------...--iNHERITANc'E-fAx-sTA-YEM'Etif-ifF-ACCOUiiy--.-i.---------------------
ESTATE OF WILLIAMSON CHARLES S FILE NO.21 01-0620 ACN 101 DATE 11-19-2001
THIS STATE"ENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NA"ED ESTATE. SHOWN BELOW
IS A S~ARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAY"ENTS, THE CURRENT BALANCE, AND, IF APPLICABLE,
A PROJECTED INTEREST FIGURE.
DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-05-2001
P R I NCI PAL TAX DUE: ...........................................................................................................................................................................................................................
9,461.72
PAYMENTS (TAX CREDITS):
PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-24-2001 CDOO0297 473.09 8,988.63
TOTAL TAX CREDIT 9,461.72
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
. IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
( IF TOTAL DUE IS LESS THAN $1,
NO PAY"ENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRJ,
YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS. J
" 'J: ,
PAYMENT:
Detach the top portion of this Notice and submit with your paYMent made payable to the naMe and eddress
printed on the reverse side.
If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT.
If NON-RESIDENT DECEDENT make check or Money order payable to: COMMONWEALTH OF PENNSYLVANIA.
REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, May be requested by cOMpleting an
ftApplication for Refund of Pennsylvania Inheritance and Estate Taxft (REV-1313). Applications are available at
the Office of the Register of Wills, any of the Z3 Revenue District Offices or frOM the DepartMent's Z~-hour
answering service for forMS ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or
speaking needs: 1-800-~~7-30Z0 (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA DepartMent of Revenue, Bureau
of Individual Taxes, ATTN: Post AssessMent Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601, phone
(7171 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (57-) discount
of the tax paid is allowed.
PENALTY:
The 157- tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not
paid before January 18, 1996, the first day after the end of the tax aMnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) Months and one (1) day from the date of
death, to the date of paYMent. Taxes which becaMe delinquent before January 1, 198Z bear interest at the rate of
six (67-) percent per annUM calculated at a daily rate of .00016~. All taxes which becaMe delinquent on and after
January 1, 198Z will bear interest at a rate which will vary frOM calendar year to calendar year with that rate
announced by the PA DepartMent of Revenue. The applicable interest rates for 198Z through ZOOI are:
Year
Interest Rate Daily Interest Factor
Year
Interest Rate
Daily Interest Factor
198Z Z07- .0005~8 199Z 97- .000Z~7
1983 167- .000~38 1993-199~ 77. .00019Z
198~ 117- .000301 1995-1998 97- .000Z~7
1985 137- .000356 1999 77. .00019Z
1986 107- .000Z7~ ZOOO 87- .000Z19
1987 97- .000Z~7 ZOOI 97- .000Z~7
1988-1991 117- .000301
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NU"BER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond the date of the assessment. If paYMent is Made after the interest cOMputation date shown on the
Notice, additional interest must be calculated.
I
, / h-eJ ~{}..../ cZ
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIYISION
DEPT. Z80601
HARRISBURG. PA 171Z8-0601
sf..
o
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX
RECORD ADJUSTMENT
ReGarded Office otDATE
Register VVtlls ESTATE OF
DATE OF DEATH
FILE NUMBER
'01 NOV 30 P 3 :1'UNTY
ACN
ROGER B IRWIN ESQ
IRWIN ETAL
60 W POMFRET ST
CARLISLE
Clerk-C
PA 1701~,llmberlanc1
11-20-2001
WILLIAMSON
06-25-2001
21 01-0620
CUMBERLAND
101
Allount RelliUed
*'
REY-15'S EX AFP 112-DD>
CHARLES
S
Court
Co., PA
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CD COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent.
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
iifi:is9:i-ix--AFFi-fi2-:oo1------.-.-iN-HERi-YANc:E-TA-i-RE-CORif-AOj-USTM-ENT-ii.-----------------------------
ESTATE OF WILLIAMSON
CHARLES
S FILE NO. 21 01-0620
ACN 101
DATE
11-20-2001
ADJUSTMENT BASED ON:
VALUE OF ESTATE:
ADMINISTRATIVE CORRECTION
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule B)
3. Closely Held Stock/Partnership Interest (Schedule C)
4. Hartgages/Notes Receivable (Schedule D)
S. Cash/Bank Deposits/Misc. Personal Property (Schedule E)
6. Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adllinistrative Costs/
Miscellaneous Expenses (Schedule H)
Debts/Mortgage Liabilities/Liens (Schedule Il
Total Deductions
Net Value of Tax Return
Charitable/Governllental Bequests; Non-elected 9113 Trusts
Net Value of Estate Subject to Tax
10.
11.
12.
13.
14.
TAX:
15. Allount of Line 14 at Spousal rate
16. Allount of Line 14 taxable at Lineal/Class A rate
17. Allount of Line 14 at Sibling rate
18. Allount of Line 14 taxable at Collateral/Class B rate
19. Principal Tax Due
TAX CREDITS:
(1)
(2)
(3)
(4)
(5)
(6)
(7)
92,000.00
.00
.00
.00
146,171. 09
.00
.00
(8)
238,171.09
22,910.71
215,260.38
5,000.00
210.260.38
.00
9.461.72
.00
.00
9.461.72
.----. . (+J AMOUNT PAID
DATE NUMBER INTEREST/PEN PAID (-)
09-24-2001 CDOO0297 473.09 8,988.63
TOTAL TAX CREDIT 9.461.72
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
(9)
(10)
11,502.03
11,408.68
(11)
(12)
(13)
(14)
IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
(Schedule J)
(15)
(16)
(17)
(18)
.OOX 00 =
210.260.38X 045=
.OOX 12 =
.OOX 15 =
(19)
PAYMENT:
Detach the tDP pDrtiDn Df this NDtice and subait with YDur payaent aade payable tD the naae and address
printed Dn the reverse side.
-- Make check Dr aDney Drder payable tD: REGISTER OF WILLS, AGENT.
REFUND (CR): A refund Df a tax credit, which was nDt requested Dn the Tax Return, aay be requested by cDapleting an
"ApplicatiDn for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at
the Office of the Register Df Wills, any of the Z3 Revenue District Offices or froa the Departaent's Z4-hour
answering service fDr foras ordering: 1-800-36Z-Z050; servicas for taxpayers with special haaring and I or
speaking naeds: 1-800-447-30Z0 (TT only).
REPLY
TO:
QuestiDns regarding errors cDntained Dn this notica should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: PDSt Assessaent Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601, Phone
(717) 787-6505.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5%) discount
of the tax paid is allDwed.
PENALTY:
The 15% tax aanesty nDn-participation penalty is coaputed on the total of the tax and interest assessed, and nDt
paid befora January 18, 1996, the first day after the end Df the tax aanesty period.
INTEREST:
Interest is charged beginning with first day of dalinquency or nina (9) aonths and Dne (1) day froa the date Df
death to the date Df pay.ent. Taxes which becaae delinquent before January I, 198Z bear interest at the rate of
six (6%) percent per annua calculated at a daily rate Df .000164. All taxes which becaae delinquent on and after
January I, 198Z will bear interest at a rate which will vary frDa calendar year tD calendar year with that rate
announced by the PA Depart.ent of Revenue. The applicable interest rates for 198Z through ZOOl are:
Year
Interest Rate Daily Interest Factor
Year
Interest Rate
Daily Interest Factor
198Z ZO% .000548 199Z 9%
1983 16% .000438 1993-1994 n
1984 11% .000301 1995-1998 9%
1985 13% .000356 1999 n
1986 10% .000Z74 ZOOO 8%
1987 9% .000Z47 ZOOl 9%
1988-1991 11% .000301
.000Z47
.00019Z
.000Z47
.00019Z
.000Z19
.000Z47
--Interast is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation tD fifteen (15) days
beyond the date of the assess.ent. If payaent is aade after the interest computation date shDwn on the
Notice, additional interest must be calculated.
. '
.
REV-1470 EX (6-88)
*' INHERITANCE TAX
EXPLANATION
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG PA 17128-0601
DECEDENT'S NAME FILE NUMBER
WilLIAMSON, CHARLES S 2101-0620
REVIEWED BY ACN
Bryan Rondon 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
Receipt# CD000297 applied to the estate.
ROW
Paqe 1
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STATUS REPORT UNDER RULE 6.12
Name of Decedent:
CHARLES S. WILLIAMSON
Date of Death:
June 25. 2001
No. 21-01-0620
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 ofthe estate is complete: ~ Yes _ No
2. Ifthe answer is No, state when the personal representative reasonably believes that the
administration will be complete:
3. Ifthe answer to No. 1 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:
c. Did the personal representative state an account informally to the parties
in interest? ----L- Yes No
d. Copies of receipts, releases, joinders and approvals of formal or informal
accounts may be filed with the Clerk of Orphan's Court and may be
attached to this report.
Date:
1/7102
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Roger B. Irwin. Esquire
Name (please type or print)
60 West Pomfret Street
Address
Carlisle. P A 17013
City, State, Zip
(717) 249-2353
Telephone Number
........
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Capacity:
Personal Representative
X Counsel for Personal Representative