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Home My WebLink About01-0580 Estate of \-\o,\~ L0 ,~u.,Jcl\-- also known as PETITION FOR PROBATE and GRANT OF LETTERS ;;L1-OI-58o No. To: Register of Wills for the \ , Deceased. County of n.,)fY\ ~.I G-nCJ in the Social Security No. /95'- 07- 8' ;? 7 b Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut in the last will of the above decedent, dated "')2.pt0fY\h,~\ \ q ) and codicil(s) dated named ,}.('dOQ') (state relevant circnmstances, e.g. renunciation, death of executor, etc.) County, Pennsylvania, with c t" ~ ~ ,%..#'0; / Except as follows, decedent did not marry, was not divorced and (l 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: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (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: ?' .;; s/ tJOO. D '" $ $ $ $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters +-"--' ~T~.Q.A, m"1 (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. i~ (;~Q,~-tr ~ "5' G-flE7l!.II~ A-. ~hI E 'IT -g.g Jt3,OS ~""Ll sa..le,.. Rei. ~.~ m~Y\iCs.IoLf..""'3' PIT l/OS'S'" ie: ~. r.,12-<6431 :;0 :<i <:: OIl in OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA } ss COUNTY OF ('.0 ."<\ 'r0~c.....~ . REGIS / fc -;). 3 7- i3 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 w ,d .;trulY administ~e estate according to law. ~' G.- ~ en ~e""CHeN A. D~WE-rr ~. /205' :Terwso.le.... Rd. ~ \Yk.c..hc..n i t: ~ \:,,0\, Y'% I (J It 17 f) s-f: ~ ~ No. 21-2001-580 Estate of HARRY W. DREWETT , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JUNE 20TH, P9li200 1, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument(s) dated SEPTEMBER 19TH, 2000 described therein be admitted to probate and filed of record as the last will of HARRY W. DREWETT and Letters TESTAMENTARY are hereby granted to GRETCHEN A. DREWETT FEES Probate, Letters, Etc. ......... $ 60.00 Short Certificates( 5) . . . . . . . . .. $ 15.00 Renunciation ................ $ x-Pages (1) $ 3.00 JCP TOTAL _ $ 5.00 Filed . JUNE .20lli,2001..... .$. 83.00.. C' ~ ..~~ Register 0 Wills MARY C. LEWIS ~ REGISTER OF W;LL~ ~ &~~ /1 L ATTORNEY (Sup. Ct. 1.0. No.) 3~ S 13 c-n,fr/6' e ~ I~/d&: 1iJ 6 C#kSer R'cI /f1eakn/cS6u~, ~ 17~JJ ADDRESS r 7/7- 766 -0207 PHONE oQ - MAILED LETTERS TO ATTORNEY CHARLES E SHIELDS, III . . .' LAST WILL AND TESTAMENT OF HARRY W. DREWETT I, HARRY W. DREWETT, of the Township of Hampden, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any time heretofore made. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 2. I direct that all the rest, residue, and remainder of my estate be sold at either public or private auction (my children shall be permitted to bid), and that the proceeds therefrom be divided into equal shares and distributed among the following named children, to wit: A Harry C. Drewett; B. William A Drewett; C. Michael A Drewett; and D. Marlene Steltzer. In the event any of the four above-named children predeceases me, then his or her share, as the case may be, shall go to his or her issue, Der stirDes. My son, Charles M. Drewett, is specifically excluded herefrom by design and not by accident. Further, the said Charles M. Drewett, shall not share in any distribution by representation nor in any per stirpital distribution. 3. I nominate, constitute and appoint my daughter-in-law, GRETCHEN A. DREWETT, to be the Executrix of this my Last Will and Testament. In the event that she should predecease me or for any reason be unwilling or unable to act as such Executrix, I nominate, constitute and appoint my son, HARRY C. DREWETT, to be Executor in her place and stead. In the further event that he should predecease me or for any reason be unwilling or unable to act as such Executor, I nominate, constitute and appoint my daughter, MARLENE STELTZER, to be Executrix in his place and stead. I further direct that they shall not be required to file bond or other security in the Office of the Register of Wills for the purpose of administering my Estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /1 fi.Jday of /~~ , AD. 2000. /1/ A /" .//. A -J.d~.bD:: ~ ~ ~~~ARRYW.DREWETf'~ (V ' ~rn, Ilk . . , .. Signed, sealed, published and declared by the above-named HARRY W. DREWETT as and for his Last Will and Testament, in the presence of us, who at his request and in his presence, and in the presence of each other, have hereunto suhscrihed our na':}es>> wi\!lfsses. ~~~4 j::r- fJ7i1t~~~ so~~ tJ. Pe~ lD'13Z ~tz.v'llIe Rd. aolo.. pA- I, o;2...~ ph.. tpCf,-Sl.7B 2 21-2001-580 REGISTER OF WILLS OF C LUl'l~BeLI1-IJ1) COUNTY OATH OF SUBSCRIBING WITNESS (!1IJt.JeLES Eo SfI/€ZDs:Ill: eodieil (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that he present and saw Horr jI tv. ])reR/e1T , the testator- , sign the same and that he signed as a witness at the request of testa~ in h i.5 presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). ~~~~~ Sworn to or affirmed and subscribed before me this 18TH (Name) (Address) ~EGISTER OF WILLS OF COUNTY '''-" OATH OF NON-SUBSCRIBING WITNESS "'~ ) being duly qualified according to law, depose(s) and say(s) that miliar with the signature of codicil testat_ of (one of the witnesses to) the will presented herewith and codicil that beh yes the signature on the will is in the handwriting of Register (Name) to the best of knowledge and belief. Sworn to or affirmed and subscribed before me this day of 19_ (Address) REGISTER OF WILLS OF ~ tt I11l!JazM Ai/) OATH OF SUBSCRIBING WITN codicil (each) a subscribing witness to the will presented erewith, (each) being duly qualified according to law, depose(s) and say(s) that present and saw the testat , sign the same and th signed as a witness at the request of testat_ in h esence and (in the presence of each other) (in the presence of the other subscribing witness(es)). / / Sworn to or affirmed and s~cribed before / me this / day of / // 19_ // (Name) (Address) Register (Name) (Address) 21-2001-580 REGISTER OF WILLS OF LllfV113E1!..t.A-AlD COUNTY OATH OF NON-SUBSCRIBING WITNESS GI<..ET{!fll::7v' /1. ZU:EA/E- iT teaeh}-a subscriber hereto, ~being duly qualified according to law, depose(s) and say(s) that :Sh~ /S familiar with the signature of #QNv /v, /)/?t()eit / -e6diciI will testat~ of (gA@ of thc wbllcfibing '.,itness@& tQ) the that she presented herewith and e:od;\..i! believes the signature on the will is in the handwriting of J...; ~ 1"1'" V ;y. Pre 11/4-1T , to the best of kr knowledge and belief. (\ Swom to 0' affi'med and mbscdbod beroce ~h-~ c.., ~~ \\ 19th day of x G,..e:kk.II.4,. yY~d~/;mtt) . IJX 2 0 /~IlS ckr~s/J/~ Ifd', ll!e~kll1lcsj~J-9J /ltf /70SV o (Address) Register~ -, / (Name) (Address) E - CERTIFICA TION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Harry W. Drewett Date of Death: April 30, 2001 Will No. 21-01-0580 Admin. No. TO THE REGISTER: I certify that notice of beneficial interest 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 July 5,2001: Name Address Harry C. And Gretchen A. Drewett 1205 Jerusalem Rd., Mechanicsburg, PA 17055 918 N. High Street, Duncannon, PA 17020 William A. Drewett Michael A. Drewett 30 S. 17Th Street, CampHill, P A 17011 2025 Arlington, Camp Hill, PA 17011 Marlene Steltzer Charles M. Drewett FL 33767 880 Mandalay Ave., Ste C 163, Clearwater Beach, Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: July 5, 2001 ~~~ RLES E. SHIELDS, III 6 Clouser Road Mechanicsburg, PA 17055 Telephone: (717) 766-0209 Counsel for Personal Representative \~ /6- ~.37-/2 January 25, 2002 Charles E. Shields III Esq. 6 Clouser Road Mechanicsburg, Pa. 17055 Dear Mr Shields: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES Re1joDEPARTMEN+r 280601 ~RRtSBURG, PA 17128-0601 '02 FES -1 P 1 :45 Telephone (717) 787-3930 FAX (717) 772-0412 (;~c'r;. Cumt Re: Estate of Harry W. Drewett File Number 2101-0580 This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before July 30,2002. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. ,Sincerely, .-~__ /7 - / I /i If '--A,/ ( / . I 1/ " ,j / I: I~/ '",' ,'--.-/ .,r IlJeiffrey D. Hollenbush, Supervisor ,.lJocument Processing Unit Inheritance Tax Division \J (' ';,,\,:. \ '-I) \ .......... ~ if) if) o r ..... ~ .tt ifl p... -o"? . '"e3 ~ -0 en ':e ~ 3 :% if) 4 \0>-' ifl . ...... u ~ \ (,).... ~ifl'a 'f> ~ ~ ..... ...........!9-"'O ~Su~ 64~?< (,) ifl ~ ..... <;::. .,M 0 ~ r (,)0(,)...... uu ~ ~ ~ o;::l'~ ......o~Ct~ ~if)7 ;!!., ~ (,)~ ~u~'a 1;~ ~2; ~ (,)0 ~~p.. ,.. .......... r '0'0)'0)0.9: ~~u.~ '~'boe ~~ ~~oou Q -(:. u ..,. I.. , <9 ~ -' "'" f ~. ........fI' ~ -::: -: -: - -: - -: -: -::: - - -::: - -: -::: -: -- - -: - .-:.\ IJ' i') i;.\ ,!'\' ~'\ I. .r. C.\ \'" ....' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 1712B-0601 REV-1162 EXI11-96) RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SHIELDS CHARLES E III 6 CLOUSER ROAD MECHANICSBURG, PA 17055 -------- fold ESTATE INFORMATION: SSN: 195-07-8276 FILE NUMBER: 2101-0580 DECEDENT NAME: DREWETT HARRY W DATE OF PAYMENT: 03/14/2002 POSTMARK DATE: 03/13/2002 COUNTY: CUMBERLAND DATE OF DEATH: 04/30/2001 NO. CD 000951 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,200.00 I I I I I I I I TOTAL AMOUNT PAID: REMARKS: CHARLES E SHIELDS III CHECK# 104 SEAL INITIALS: AC RECEIVED BY: REGISTER OF WILLS $1,200.00 MARY C. LEWIS REGISTER OF WILLS . CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner ofTrindle and Clouser Roads MECHANICSBURG, PA 17055 GEORGE M. HOUCK (1912-1991) TELEPHONE (717) 766-0209 FAX (717) 795-7473 August 27,2002 Ms. Cheryl Winters Register of Wills Cumberland County Court House 1 Court Square Carlisle, PA 17013 Re: Estate of Harry W. Drewett 21-01-0580 Dear Cheryl: Please find enclosed the following items: --,-...: 1. Check number 110, drawn on the Estate of Harry W. Drewett, in the amount of $15.00 in payment of the filing fees for the enclosed REV-1500 for the Estate of Harry W. Drewett. 2. Check number 111,drawn on the Estate of Harry W. Drewett, in the amount of $55.00 in payment of additional probate fees for the Estate of Harry W. Drewett. Thank you for your kind attention to this matter. Very truly yours, ~?~'fi> Charles E. Shields, III - -~ ----- --- ~,~...(~ - '0 feM ~~,\g ~~ !~. 4: " '" " .., " -. ~~, ~ ~'''':., 'r~';" ,_J. :.:.; ,~ t;>j-- ';I}/~'~ ~..i '~l.. 0.. (' r\ 1....-' ~"Y t..~" ;ti" ';.r>:! . ,,1,,-. ';'\"""'-'~ '>'';'',:'- /, ;,;.;:~, ftt, ' " '/'.... ! ... ,,,.. ~t, /.'.': .', 5" ",- ~ib~ '.' ,/4j',.'... ili'" ,.. ' ~' ., ",J, ~;;'~!I ; ;;~; , ~.. .,. ~tF~ ." "I.'" , ,:,-~,,'. :":; '::I:j~f ~,.. Ill, ,,: ,;; ,". ;f;.:~ a~, (/~) x:: l.:~ 0--1 o C) (''J o ('f) (' ,., ,....-./ . ~ . ;) . \;1:<; " ~.. ~ ~ -~ , ,~-' .'\1 i J ~ I L I I ~ I! ~,', .I'~~"""':'\"" i"',,~ t , 1, .~ 1;t- ~ ~i I ~ I', ',', ~ I ~ I Ii' ~:\ ~ ~l i ~ ~ l: ~ i: ,1 I il ~ l\ ~ ,.1 }!! r ! , \~ 8 ...... t- ~ ~ . ~ · ',. :Sl.... p.. Il <ll ... - . ~:.s(';l~e.o r.n-1O::: .~p::~ ~ .' .... u VJ 6)' ~ .... <ll ::: ::: S ~ ~ 0 ~ ;::.s-uu o<\O~ :: ~ ~ ~ ~ ~ ~: ..: RE~I.1500 EX 16-00j COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 .J 3 7- 1:3 W I- ~~lJl ull::~ wD..U ::coo ull::..J D..lD D.. c( FILE NUMBER ).../- 0 J OOSg-O -- -- ----- INHERITANCE TAX RETURN RESIDENT DECEDENT NUMBER COUNTY CODE YEAR I- Z W C w o w c DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) D Ie.EW € T-r; H /I RI( Y w: DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 01/-30-01 o3-:lfc-07 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) AJ/A SOCIAL SECURITY NUMBER illS - 07 8'.:l7~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ 1. Original Return D 4. Limited Estate C8l 6. Decedent Died Testate (Attach copy of Will) D 9. Litigation Proceeds Received D 2. Supplemental Return D 4a. Future Interest Compromise (date of death after 12-12-82) D 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) D 3. Remainder Return (date of death prior to 12-13-82) D 5. Federal Estate Tax Return Required o 8. Total Number of Safe Deposit Boxes D 11. Election to tax under Sec. 9113(A) (Attach Sch 0) I- Z W C Z o D.. lJl W ll:: ll:: o U NAME C H A ,e L E S IE. SHIFLDS J.d. COMPLETE MAILING ADDRESS ~ c.LoLtSER ,e/). /J1EC#/I-/lJ/cs8 tt/f!0 ~# /7oSS- FIRM NAME (If Applicable) TELEPHONE NUMBER 7/7- 7~~ - O:L~ 9 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) (1) (2) (3) (4) (5) -0 - -0- OFFICIAL USE ONLY o ,. "800.00 t, &f., q K 7. 7 I () z o < ..J ::J ~ ~ <C o w 0:: 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 (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) (10) ., It) '54. /1 ., 37,' Ilfo. 31 (8) ., 70/ 7 ~ 7. 7 I (6) (7) - 0- 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) (11) (12) (13) ~l.f? ,erl{., 56 f ~< 193. /3 , o 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 Subject to Tax (Line 12 minus Line 13) (14) ,. :?2, 9q3./3 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ ~ ::J ~ :E o o ~ 15. Amount of Line 14 taxable at the spousal tax c> x.O~ rate, or transfers under Sec. 9116 (a)(1.2) (15) 16. Amount of Line 14 taxable at lineal rate t ~", q'J '3.13 x .0 I{.~ (16) 17. Amount of Line 14 taxable at sibling rate t!J x .12 (17) 18. Amount of Line 14 taxable at collateral rate t!/ x .15 (18) 19. Tax Due (19) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS JERl(S/I LE /J1 /U; R- 1:> I J., oS CITY /YJ €CHAA//CS /:3tt./< 6- I STATE j//I I ZIP /70 S-S Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) o ~ I, ,;( 00. pO () Total Credits (A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty o o Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check 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. (5A) !J B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT ~ I. 03'1. {./1 l' I J ,;z 00, po () ~ /'5:3/ o o PLEASE ANSWER THE FOllOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes a. retain the use or income of the property transferred;.......................................................................................... D b. retain the right to designate who shall use the property transferred or its income; ........................................... D c. retain a reversionary interest; or.......................................................................................................................... D d. receive the promise for life of either payments, benefits or care? ...................................................................... D 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 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 No 00 ~ [X] C8J ~ ~ lZl IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 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 pre parer other than the personal representative is based on all information of which pre parer has any knowledge. DATE <? -~\.t- -c '-- SIGNAT~RSON RESPONSIBLE FOR UN RETURN X \...9'Y------\---'------Q - ADDRESS G-II2E-rCJ{EN ,4. D~EWeT7 {:ZOO> JlirIl2US"lLt:n1 Ae.L>'J h1eCN~N{C..rl3l0e6~ F'A- 170S-0 SIGNATUREpj..iREP~RER OTHER THA PR ENTA E X ~c:: . ADDRESS (!H/l-lfUES E:. SJ{Ie:z.l>s tl1 6> C-LoUSE/( ;e.6., /Y'/€t!HANIC.r.8 ~Je(;, ,0",. /70S-,s- DATE jl-. ;;?t. -(7 ~ 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 3% [72 P.S. S9116 (a) (1.1) (i)J. 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. S9116 (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 0% [72 PS. S9116(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 P.S. S9116(1 .2) [72 P.S. S9116(a)(1)). 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. S9116(a)(1.3)J. 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-1507EX' (1-97) SCHEDULE D MORTGAGES & NOTES RECEIVABLE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DRE"WE TT; HII-let<y /tv. FILE NUMBER :21-01 -SSO All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH 1. Bc..lo.nce cl LIe on per:>ona.1 I04f1 ..fo tv! i Cha.e/ V re I.c.J e. tt; so., or cl ececle nt 1'800. aD TOTAL (Also enter on line 4, Recapitulation) $ otlo. 00 (If more space is needed, insert additional sheets of the same size) /l4~ Y ! AI - / !/? /"; I (.f z.~ ,,cArP ~G <G r:-c /c:cc' ~'- '1. c <:, C" <, '~-="_ ~O~) ..L-:'-Z~ REV-l508 E~' (1-97) ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY d2/-01 -S-go COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT JJ.eEWET7; f//f,e/lY w. FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1. DESCRIPTION ,;l- wIl-YfltJ/A/"T J3/1NK 1>1 Harr;.,Jt(r,.- 1/.) Sa 1/;1/.5 .4~Cr. N<!'. ~ /6) / / S 15"1 if 6.) eAte.k,no /t~. 1'1". ;{:/;J,:Z oo~ 77S (S~ I~ &r a IfAcju~ ) f,,./-;41 lIehtnd Chu.K: I<eyshule fI~/~ /1/1111 C'e~n-a/ VALUE AT DATE OF DEATH ~ 3, :U,8. 22.. ~ (g/~ 7'1/. l(p , S/.DO .02.. , ~ 27. 31 ~ ~ 6 Sl?bO 3. if. Crtc/,'f ~ /It!eJ;ttnt lit Claremonf lUv.rs;1IJ '/-Iome . Cl,et!/( {;.CM ~lHmpl1WelJ If-/, "I Anna. It nclet/metl fJ,-."pe;g eurall, N.ft!.: No f,.,.,,,,"!ure. ;& be;~ I/sted Dr va./ued tiS all d if waS ?il/e/1 away mo~ fAalJ Dnt' II) Yt't:lr 6elore date d det:tfh. ~(.I/'U1e~ ;" flr;vAfe .4)1 ~i?Af ])~tfosif 41 elaremont (artJ6S-re.!uence ikm.$ 3 4?UI' 5" n, Sc.i1u/. 7., Ikm /) s:. TOTAL (Also enter on line 5, Recapitulation) $ f? q J 18 7. 7/ (If more space is needed, insert additional sheets of the same size) ~I WayJ:tqi!1J LOOK FOR US. WE'LL GET YOU THERE. 07/23/2001 CHARLES SHIELDS 6 CLOUSER RD MECHANICSBURG P A 17055 The information which you requested on the account(s) of HARRY DREWETT ESTATE (Social Security Number 195-07-8276) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of 3268.22 Death 2101151514 SA VINGS 081194 3268.22 2222006775 CHECKING 011981 61791.16 61791.16 Account Ownership SOLE Name of Joint Owner, if any Date Ownership Was Established SOLE Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested %~:~YJt lbm . Wly YO~G ~ SENIOR SERVICES REP. P.O. Box 1711. HARRISBURG. PENNSYLVANIA 17105-1711 Toll Free 1-866-WAYPOINT (1-866-929-7646) . www.waypointbank.com COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Dte E W ~ TT H 1+ (U~ Y ) REV-15'~EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ;z. J - 0/- .s 8'0 w. FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 1. ~, 3. B. 1. 2. 3. 4. 5. 6. 7. ff. 9. It? II. DESCRIPTION FUNERAL EXPENSES: Ii PRJ'E /l Ft(/r/E~Ai. HNJ/E, boll I./n;/es~u.m Rd, Harr/.s),ur!l' Pit 1?"/II~~~6c:7lt P1€AlPR//flS t)F NAR/lLSBvL6 I't! b"DAre Iri-SCNII da~ VE/sLlaes FL.P/(/8f(S I1F eAA/p HI/.,l ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) GRETt!-HEN ,4.. D~EWETT Social Security Number(s) J EIN Number of Personal Representative(s) Street Address /205 .)FRUS ALE"/1/ l{"lI-1> City /J!EtHA-,vICS8ttl2C, State /1 :z - 32 - '''''to ~A Zip /70>"0 Year(s) Commission Paid: .:;}1!)()2. AttomeyFees e.HIfIU-eJ E, SHIt::7..t>S 1l!: Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees CAMel oria;na.1 '1~$Lle State Zip of toe.""; h'CQ.t~s Accountant's Fees J R b t t'J I< L " f d d J1 _I o e.r ,-",r I ~r r~ VI e60 Dr eee t.rl1.s 1!.e Ve., w pte.vi~U$ yeo..r', ~ /,'e.J.,;f;h'e~, f'rl!-p. f)f C!-/~seou.-t TaxReturnPreparer'sFees pt.r~o(lo.l 'Jt1c.Drne ~lCes, prep. /04/, PH 1./1 ,e.tzJes+) Alld/h~AIJI dui/II cerf"h'cttte~ tv; fhr/rllw,J! frpl11 l'-,fa7e chcck,'1! a t..-et)ltyd af JtJttyl'p;nf I3tutI< 6r Suppr pf e"ecks #t/n':'j,PAa/ prpb~l-e he Esfll1; Iru/r~rh$eAl~/lr, &rr;,I-bu{j /61J.-,'pf /J1elrrJtl~$f Esfa1i lldyerh:JeAle'lf, fulI1krkUlQ ~ .]4,UJ'''A I (su &1I;';,,,,ohp'1 sheef) AMOUNT <;1' :2., ..s-c::>.o. DD " 9~.o~ ~ IfoZ.7f rf;3 539. 'It I 1'9.. 5 3'7. 'i8 Nb CL.Alm IS" BEING- M,<tJD/F " 83.00 ,. .300.00 , I~-' of) 'JI 3 . DO ,. 55", .0 1 TO, S""2 ~7S./1f) TOTAL (Also enteron line 9, Recapitulation) $ If), bS 4. /1 (If more space is needed, insert additional sheets of the same size) . . . 1:2. Sl!flED. H./ &/In/J. sl;eef K5T; OF Z;,.eEttJ~TT; /I/I/(~Y tv. OlI-Ol-SBo A"e/,h~/JP/ ..5170/'1 eerf/hca7es 7'7.o~ #e//JtJurJ'e/lfel1t 72> {!hA/-/~.5 E: Sh/eI'PS.l// IZ>r ~~Jlrtft'/ /l~/t;etJ///~~ &.<<,t.} 1tS;ov F/~h;' pf xn/jer. 74x ?elurn ~ A7?;.fh "I' Wr//s ~..s:~ ~~7 of' J;rma/ ~"'~f att/ /7"a/ #t.Uunf /e.sh'm.} ~ I Z/.t/tJ /3- /1- IS: ~'~"~."" '* SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INH~~~~~~~~DT:2E~i~~RN MORTGAGE LIABILITIES & LIENS ESTATEOF "Dt2.ElVlF r'0 #,#A!/ty Jt/. FILE NUMBER Ol.-I -01 -seo Include unreimbursed medical expenses. ITEM NUMBER 1. ~. 3. .if. s 6, DESCRIPTION Clar~/J'JPAt !VltrSf'd Mlv' hlllu,tla/,'pn Cenkr" ;;-;'g/6'/////73 (/I"';usticl "'r creel,~ - ~d ~Z2~.I1/). (St!e schulE. Zhm33-.'5) &'-I1C 11tI/~lIer /lSSP(!S. I ::rna~ ;e: fJllt;rmcr/cf/ })I/I,'/13 Sen"r Blue b~&-k~"" ;nsur. ple",,'um Payrruvt (cJcI7~. 4r7-) appears fo have c./earu belore da.le bt eleaM Ca/cul"'h'#11 by W~pbid per schd. E" supra. (!./aremtml ;1/kr~"~ Mtd {;bhab;/;faf,'DH Cel'lrGlr" ;/1; ",,'c.'/ FU{JfW!4" fJU ~ c'/(.,rrel1t tUtd a..cel..unu..latv:l b/1/,'n:/" t:-tc.. tfJp6,1e X-I?a-y I/JUln ,.1 ~skr_ Pa. Dept. f)f teven u e AMOUNT ~ 5, 87 Y. /l:J fl.SS: 85' (l,O mDlIehcry erJfa.y kr c.le.Jl.I.Ch'DU I"rpllse, ';f 31, 021. ~8 ~7?,,,o 'jl 11.1)0 TOTAL (Also enter on line 10, Recapitulation) $ 31>> I 'to. :3 ~ (If more space is needed, insert additional sheets of the same size) REV~ 1513 EX + (1-97) ESTATE OF NUMBER I. SCHEDULE J BENEFICIARIES FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) eh,'/c1 e,h//c/ CA I 'J J cJ,,'/oI .;1./- 6/- StfO AMOUNT OR SHARE OF ESTATE y" Y4 '/'1 yC(- ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II . NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT D~eWE 7TJ II #/llf!'y 14/. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. H any C. iJrewe It IZ()S' J~rlf.sa/em Rp,u/ /J1ech411/c,S6u'j" ~/I /71)5"0 /v;/h'l/H A. OreRVe# 9/91\1. k.)/t J)unCI'IIJAP/1" r:'A 174>::/.I) /JJ/c/",~I A-. ,[)nllle# 30 s. /7171 Sf ~ 4111,0 11,,'/1, /?d /7t:JII /111:1 r/eHIZ 6fe Iher ~b.2S /lr1/l1fJ1Pn (!llmjJ fI,'~ 1'7"; /7t!J1/ :). 3. 'I. 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II. ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) WHEREAS, on the 20th dated September 19th 2000 was admitted to probate as the last will of DREWETT HARRY W (LAtiT, .l:"lKtiT, lVI1LJLJLb;) t Register of Wills of CUMBERLAND County, Pennsylvanic Certificate of Grant of Letters No. 2001-00580 PA No. 21-01-0580 ESTATE OF DREWETT HARRY W (LAtiT, Y1KtiT, lYllLJLJLb;) Late of MECHANICSBURG BOROUGH CU1VlJ:lb;KLANLJ CUUNT:(, Deceased Social Security No. 195-07-8276 day of June 2001 an instrument late of MECHANICSBURG BOROUGH CUMBERLAND County, who died on the 30th day of April 2001 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, MARY C. LEWIS , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to DREWETT GRETCHEN A who has duly qualified as Executor (rix) and has agreed to administer the estate according to law, all of which fully appears of record in my Office at CUMBERLAND COUNTY COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 20th day of June 2001. * *NOTE* * ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) ~ 21-2001-580 LAST WILL AND TESTAMENT OF HARRY W. DREWETT I, HARRY W. DREWETT, of the Township of Hampden, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any .' time heretofore made. " 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 2. I direct that all the rest, residue, and remainder of my estate be sold at either public or private auction (my children shall be permitted to bid), and that the proceeds therefrom be divided into equal shares and distributed among the following named children, to wit: A. Harry C. Drewett; B. William A. Drewett; C. Michael A Drewett; and D. Marlene Steltzer. In the event any of the four above-named children predeceases me, then his or her share, as the case may be, shall go to his or her issue, Der stirDes. My son, Charles M. Drewett, is specifically excluded herefrom by design and not by accident. Further, the said Charles M. Drewett, shall not share in any distribution by representation nor in any per stirpital distribution. 3. I nominate, constitute and appoint my daughter-in-law, GRETCHEN A. DREWETT, to be the Executrix of this my Last Will and Testament. In the event that she should predecease me or for any reason be unwilling or unable to act as such Executrix, I nominate, constitute and appoint my son, HARRY C. DREWETT, to be Executor in her place and stead. In the further event that he should predecease me or for any reason be unwilling or unable to act as such Executor, I nominate, constitute and appoint my daughter, MARLENE STEL TZER, to be Executrix in his place and stead. I further direct that they shall not be required to file bond or other security in the Office of the Register of Wills for the purpose of administering my Estate. IN WITNESS WHEREOF, I have hereunto set my hand and seal this /1 fL;day of /~~ , AD. 2000. ~ f ~~ARRYW.DREWETf!0t;YC.D~ ~~~L/Jk . Signed, sealed, published and declared by the above-named HARRY W. DREWETT as and for his Last Will and Testament, in the presence of us, who at his request and in his presence, and in the presence of each other, have hereunto subscribed our n~es>> wi':\\.esses. ~~~4~ fJn1t ~/IJ;;;;; so~~ tJ. Pe--k.-r:s ~C} 3"2. kJe.ytz.v',lle Rd. aolo.... PA- lioz.-S- pl...- lD~'-SZ7B ....:' " 2 \- /b-~.3 7- /3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX CHARLES E SHIELDS III 6 CLOUSER RD MECHANICSBURG PA 17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 10-14-2002 DREWETT 04-30-2001 21 01-0580 CUMBERLAND 101 _ REV-1547 EX AFP lDl-02l HARRY W Allount Rellitted 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 =i,5irj-Ex--AFP--foY:02Y-NoYicE--oF-YNHEifiTANCE-TAX-A-PPRA-isEirENT~--ALioWANCE-(rR----------- - - - --- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF DREWETT HARRY W FILE NO. 21 01-0580 ACN 101 DATE 10-14-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED 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 TAX CREDITS. 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 (1) (2) (3) (4) (5) (6) (7) .00 .00 .00 800.00 69.987.71 .00 .00 (8) 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 (9) (10) 10,654.19 37.140.39 (11) (12) (13) (14) NOTE: .00 X 22,993.13 X .00 X .00 X NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 70,787.71 47.794 1i8 22,993.13 .00 22,993.13 00 = 045 = 12 = 15 = .00 1,034.69 .00 .00 1,034.69 (19)= . , ~. {+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-13-2002 CDOO0951 7.13- 1,200.00 TOTAL TAX CREDIT 1,192.87 BALANCE OF TAX DUE 158.18CR INTEREST AND PEN. .00 TOTAL DUE 158.18CR · 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 December lZ, 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth 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 requirements of Section Zl40 of the Inheritance and Estate Tax Act, Act Z3 of ZOOO. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF MILLS, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-30Z0 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment 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 Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, 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 assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administrativelY correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (570) discount of the tax paid is allowed. The 1570 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. This non-participation penalty is appealable in the same manner 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) 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 (670) percent per annum calculated at a dailY rate of .000164. 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 ZOOZ are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 198Z ZOX .000548 199Z 970 .000Z47 1983 1670 .000438 1993-1994 n .00019Z 1984 1170 .000301 1995-1998 970 .000Z47 1985 1370 .000356 1999 n .000l9Z 1986 lOX .000Z74 ZOOO 870 .000Z19 1987 970 .000Z47 ZOOI 970 .000Z47 1988-1991 1170 .000301 ZOOZ 670 .000164 --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 assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. I ~ -c:2.87- ;ct " BUREAU OF INDIVIDUAL TAXES \( INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT '* REV-In7 EX AFP (01-02) CHARLES E SHIELDS III 6 CLOUSER RD MECHANICSBURG PA 17055 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 1l-04-2002 DREWETT 04-30-2001 21 01-0580 CUMBERLAND 101 HARRY W Amount Remitted 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, submit the upper portion of this form with your tax payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=i6ifj-Ex--AFP--foY:02y------...--iNifiRITANCE--TA)r-STATEME-tiT-ifF'-AcfcoUi.ff--...---------------- -- --- ESTATE OF DREWETT HARRY W FILE NO.21 01-0580 ACN 101 DATE 1l-04-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 10-14-2002 PRINCIPAL TAX DUE: .................................. .................................................................................................................................................................................... 1,034.69 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 03-13-2002 CDOO0951 7.13- 1,200.00 10-18-2002 REFUND .00 158.18- TOTAL TAX CREDIT 1,034.69 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 It SIDE 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. ) PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. If RESIDENT DECEDENT make check or money order payable to: REGISTER OF WILLS, AGENT. If NDN-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 "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-13l3). Applications are available at the Dffice of the Register of Wills, any of the 23 Revenue District Dffices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). REPLY TD: 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. 280601, Harrisburg, PA 17128-0601, phone (717) 787-6505. DISCDUNT: 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 I, 1982 bear interest at the rate of six (67-) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January I, 1982 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 1982 through 2002 are: DailY Interest Factor Year Interest Rate Daily Interest Factor Year Interest Rate 1982 207- .000548 1992 97- .000247 1983 167- .000438 1993-1994 n .000192 1984 117- .000301 1995-1998 97- .000247 1985 137- .000356 1999 n .000192 1986 107- .000274 2000 87- .000219 1987 97- .000247 2001 97- .000247 1988-1991 117- .000301 2002 67- .000164 --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 assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. FIRST AND FINAL ACCOUNT INCLUDING PROPOSED DISTRIBUTION OF GRETCHEN A. DREWETT EXECUTRIX OF THE ESTATE OF HARRY W. DREWETT LA TE OF MECHANICSBURG, (HAMPDEN TOWNSHIP) CUMBERLAND COUNTY. PENNSYL VANIA. DECEASED Docket No. 21-01-580 Date of Death: Letters Granted: Dates of Publishing Notices in the Harrisburg Patriot Metro West Dates of Publishing Notices in the Cumberland Law Journal Covering the Period: 4/30/01 6120/01 7/17/01; 7/24/01; 7/31/01 7/13/01; 7/20/01; 7/27/01 Purpose of the Account: Gretchen A. Drewett, Executrix, offers this account to acquaint interested parties with the transactions that have occurred during his administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with Gretchen A. Drewett, c/o Charles E. Shields, III, 6 Clouser Road, Mechanicsburg, P A 17055. TABLE OF CONTENTS Real Estate $ .00 . . . . . . Page 3 Stock and Bonds .00 . . . . . . Page 3 Mortgages and Notes Receivable 800.00 . . . . . . Page 3 Cash and Miscellaneous 69,987.73 . . . . . . Page 3 Total Receipts of Principal 70,787.71 . . . . . . Page 3 Funeral Expenses 2,752.71 . . . . . . Page 4 Fees and Commissions 6,079.96 . . . . . . Page 4 Miscellaneous Probate and Administrative Expenses 821.52 . . . . . . Page 4 Inheritance Taxes 1,034.69 . . . . . . Page 4 Debts of Decedent 37,140.39 . . . . .. Page 4 Receipts ofIncome 347.14. .. ... Page 5 Proposed Schedule of Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Page 6 RECEIPTS OF PRINCIPAL Real Estate: None Stocks and Bonds: None Mortgages and Notes Receivable: Balance due on personal loan to Michael Drewett Cash and Miscellaneous: I. W A YPOINT BANK of Harrisburg a) Savings Acct. No 2101151514 b) Checking Acct. No 2222006775 3. Partial refund check Keystone Health Plan Central 4. Credit to Account at ClaremontNursing Home 5. Check from Commonwealth of Penna. Unclaimed 6. Property Bureau 7. Balance in Private Pay Room Deposit at Claremont *Informational Note: No furniture is being listed or valued as all of it was given away more than one (I) year before the date of death. TOTAL RECEIPTS OF PRINCIPAL 3 3,268.22 61,791.16 51.00 .02 227 .31 $ 0.00 $ 0.00 800.00 4,650.00 $ 69,987.71 $ 70,787.71 DISBURSEMENT OF PRINCIPAL Funeral Expense: 1. Hoover Funeral Home, 6011 Linglestown Road, Harrisburg, P A 2. Romberger's Memorials of Harrisburg re bronze tri-scroll date 3. Deisler's Flowers of Camp Hill, P A Fees and Commissions: 1. Executor's fees to Gretchen A. Drewett 2. Attorneys fees to Charles E. Shields III (reserved) Family Exemption: No claim is being made. Miscellaneous Probate and Administrative Expenses: a. Probate Fees and original issue of Short Certificates 1. Robert Park, for review of decedent's several previous year's tax liabilities, preparation of closeout, personal income taxes preparation of 1041, PA 41, etc. (est.) 2. Additional death certificates 3. Withdrawal from estate checking account at Waypoint Bank for supply of checks 4. Additional probate fees 5. Reimbursements to Charles Shields: Advertising in Patriot News Metro West 3. Reimbursements to Charles Shields: Advertising in Cumberland Law Journal 5. Reimbursements to Charles Shields: Additional short certificates 6. Reimbursements to Charles Shields: Postage, photocopies, etc. (est.) 6. Filing ofInheritance Tax Return to Register of Wills 7. Filing of formal First and Final Account (est.) Inheritance Taxes: Payment of Inheritance Taxes Debts of Decedent 1. Claremont Nursing & Rehabilitation Center, Final billing 2. Caine & Wiener Assoc., Inc. re: Pharmerica billing 3. Claremont Nursing and Rehabilitation Center, initial payment per then current and accumulated billing, etc. 4. Mobile X -ray Imaging of Lancaster 5. Carlisle Pathology 6. Cumberland Goodwill EMS, CCS, Inc. 7. P A Dept. of Revenue TOTAL DISBURSEMENTS OF PRINCIPAL 4 $ 2,500.00 90.00 162.71 $ 2,752.71 3,539.98 3.539.98 $ 7,079.96 waived $ 83.00 300.00 15.00 3.00 55.00 80.52 75.00 9.00 65.00 15.00 121.00 $ 821.52 $ 1,034.69 $ 5,874.16 155.85 31,021.38 78.00 140.00 126.06 11.00 $ 37 406.45 $ 49,095.33 RECEIPTS OF INCOME: Interest earned on accounts before transfer to Estate checking account and on Estate checking account. * 5 $ 347.14 PROPOSED SCHEDULE OF DISTRIBUTION 1. Harry C. Drewett $ 5,509.88 1205 Jerusalem Road Mechanicsburg, Pennsylvania 17050 2. William A. Drewett $ 5,509.88 918 N. High Duncannon, Pennsylvania 17020 3. Michael A. Drewett $ 5,509.88 30 S 17th Street Camp Hill, Pennsylvania 17011 4. Marlene Steltzer $ 5,509.88 2625 Arlington Camp Hill, Pennsylvania 17011 6 GRETCHEN A. DREWETT, Executrix of the Estate of HARRY W. DREWETT, deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her office, that foregoing First and Final Account is true and correct and fully discloses all the significant transactions occurring during the accounting period; that all claims now outstanding against the Estate; and that all taxes presently dne from the Estate have been Pair ') ~ ~ ~~a... ~ GRETCHEN A DREWETT Sworn and subscribed to before me this 1..2.~ day of ~ A.D. 2002 .# '/ / t%6f~~7J Notary Public NOTARIAL SEAL Charles E. Shields, iii, NotarJ Pubiic Monroe Twp. CUmbf.!j!ilf1d 'COU:ti I My Comm'5~on f.:xplreD .Juris 20. 2(i:j41 - ~ ---- 7 LAST WILL AND TESTAMENT OF HARRY W. DREWETT I, HARRY W. DREWETT, of the Township of Hampden, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills by me at any .' " time heretofore made. 1. I direct Lhe payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done. 2. I direct that all the rest, residue, and remainder of my estate be sold at either public or private auction (my children shall be permitted to bid), and that the proceeds therefrom be divided into equal shares and distributed among the following named children, to wit: A. Harry C. Drewett; B. William A. Drewett; C. Michael A. Drewett; and D. Marlene Steltzer. In the event any of the four above-named children predeceases me, then his or her share, as the case may be, shall go to his or her issue, per stiroes. Signed, sealed, published and declared by the above-named HARRY W. DREWETT as and for his Last Will and Testament, in the presence of us, who at his request and in his presence, and in the presence nf each nther, have hereunto subscribed ou~sses ~!!~4 ir- Yn1kQ{~~ so~~ tJ. Pe-k-:s lD'i3Z. Lve-Ytzv',lle Rd. EVtolc.... pA- liu2-f'"" pk. LPCil-S 2-7 B <I.~ " ~ m.. .'~-'~=--' s:: m () 0 :::c x )> )>~ ZOl:j:zJ (5QOr"" C/)OJ)m OJCZ0 cl<<mf" :Il....-;< 'p:Il~~ o ' - ~~S;I!! .... ::Eo -...J 0 o - C1I - C1I - ~ c::- _ :l !III. iI> 0.1 ~ .. (.0'- o J.~ ,j , o .... --g::-~;-~- ~ 0: ...... ({~ 1 y. ~~:;"I~" ~.~_. (\ f.::. 1-'/ ~ 0" () -., ;/' r::-;. ~. >1- ,.; fL--'-"' _j 0 ~. r : '-- c-1 ::0 " ,1. I ~:, ~ .~:} i :z'!;'~ 2" ~f ~~~~'.~ .. ... r C1 ~ !JJ c.,~ '-...... ~"':> ,,, Cl ,." r-;.~'" ;'- - ;.~.; ~. 'I.. :r : ,T' . ~!'Il ,;,6.~ 'J _. . ~HBtUU;. ~ st1ii~o~I~~ ~ ~I.ili~ ~~. r.J.,.....:.:J':~ ;<I) ~ ~ -' ,.. c" ." ~ -. ',' .,-~ ~l 0'. 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No. Z I - 0 I -5"8V Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following ~ith respect to completion of the administration of the above-captioned estate: 1. State whether cdminist=ation of t~e estate is complete: Yes NO~ 2. If the answer is No, 3~ate when the personal representative rea~onably believes t~at the administration will be complete: tAil 11 ~ ~r $V 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal =epresentctive state an account informally to the parties in i~terest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. eiuwf~r Signature ' Da te: 1-';;':-03 Ch or! tiS E SA "do'S .7lL. Name (Please type or print) It, CLOtIS~ .8A-D//fJedzdl1lcsbtl~~ 17IJ$' Address ( 7/7\ 7~~ -Od-O" Tel. No. Capacity: Personal.Representative ~counsel for personal Trepresentative (MAH: rmf/ AM3) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/15/2005 SHIELDS CHARLES E III 6 CLOUSER ROAD MECHANICSBURG, PA 17055 RE: Estate of DREWETT HARRY W File Number: 2001-00580 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/30/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ '.. GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge vuR STATUS REPORT UNDER RULE 6.12 Name of Decedent: Harry W. Drewett Date of Death: 4-30-01 Will No. Admin. No. 21--01-00580 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: 3. If the answer to No.1 is Yes, state the following: a. Did the personal r~resentative file a final account with the Court? Yes NO~. b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personai representative st~e an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the :::::o:/:~:05orPhans' Court and maY~~o this report. ~~ Signature Charles E. Shields, III Name (Please type or print) 6 Clouser Road Mechanicsbura, PA 17055 Address U17 ) 7fifi-0209 Tel. No. Capacity: Personal Representative X Counsel for personal representative uA (MAH:rmf/AM3)