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Home My WebLink About04-0258Register of Wills of Cumberland County, Penn~ania. PETITION FOR GRANT OF LETTERS, Estate of John F W~se, Jr a/Ida John Frankhn Wise, Jr., Deceased No. c~,/- ~'~- ~-.~..~'..~o¢~ ~ Social Security No. 162-22-490~}:~ ~ JOHN G. SCHNEIDERHAN (COMPLETE "A' OR "B" BELOW ) A Probate and Grant of Letters and aver that Petitioner ~s the executrix named ~n the Last W~II of ] the Decedent, dated December 3.8, ?-003 and cod~cd(s) dated State relevant circumstances, e g renunciation, death of Executor, etc Except as follows, Decedent d~d not marry, was not d~vorced, and d~d not have a chdd born or adopted after execution of the documents offered for probate, was not to wct~m of a kdhng and was never adjudmated incompetent B Grant of Letters of Adm~mstrabon (dbncta pendente lite, durant~ absenua, durante mlnontate) Petitioner(s) after a proper search has/have ascertained that Decedent left no W~II and was survived by the following spouse 0f any) and he~rs Name Relat~onsh~@ Residence COMPLETE IN ALL CASES Attach additional sheets if necessary Decedent was dom~cded at death ~n Cumberland County, Pennsylvama, with his last famdy or pnnc~pal residence at 45 Devonshire Square, Mechanicsbur.q, Hampden Township, Cumberland County, PennsyIvama (List street, number and municipahty) Decedent, then 76 years of age, d~ed Febmaw 18, 2004 at Holy Spent Hospital, Camp Hdl, PA (Location) Decedent at death owned property w~th eshr~ated values as follows (If dom~cded ~n PA) All personal property (If not domiciled ~n PA) Personal property ~n Pennsylvama (If not domiciled ~n PA) Personal property ~n County Value of real estate ~n Pennsylvama ...................... Total 29,000 00 29,000 00 29,000 00 Real Estate s~tuated as follows Wherefore, Pet~boner respectfully requests the probate of the last Wdl presented w~th th~s Petition and the grant of letters m the appropriate form to the undersigned S~gnaturo Typed or pnnted name and residence JOHN G. SCHN~DERHAN 45 Devonshire Square Mechan~csburg, PA 17055 . Oath of Personal Representative COMMONWEALTH Of PENNSYLVANIA COUNTY OF CUMBERLAND The Petitioner above-named swears and affirms that the statements m the~foregoine,-Pet~t~on are true and correct to the best of the knowledge and behef of Pebt~oner and that, as perso.n~l'representabv~¢ ~f the Decedent, Pebboner wdl well and truly adm~mster the estate accord ng to aw :~' ;"~ Z "~ Sworn to and affirmed and subscribed Before me.this ! I~'ch day of ~ ~ ~[~ ~'-. ~ ~, 2004. No ~,/ ' JOHN G. SCt-~EIDERHAN Estate of JOHN F WISE, JR a/k/a JOHN FRANKLIN WISE, JR , Deceased Social Security No 162-22-4901 Date of Death February 18, 2004 ANDNOW,/"~,4.z/ /~ 7-'-,~' ,2003, in conslderat~on of the Pet~tlon on the reverse slde hereon, sat~sfa~ry proof hawng been presented before me, IT IS DECREED that Letters Testamentary d b n c t ·, pende~te lite, dumnte ebsenfla, durante minl~dtate are hereby granted to John G Schne~derhan ~nstrument(s) dated December 18~, 2003 and filed of record as the last Wdl of the Decedent ~n the above'estate and that the described ~n the Petition be admitted to probate FEES Letters $ ~"J. Short Cert,flcate(s) $ ~.~ Renunciation $_ Affidawt ( ) $ Extra Pages ( ) $ Codlcd $_ JCP Fee $ Inventory $. Other $. TOTAL Attorney' Edmund G Myers I D No 20558 Address Johnson, Duffle, Stewart & We[dner, 301 Market Street, P O Box 109, Lemoyne, PA 17043- Telephone 717-761-4540 I05805 REV 9186 ~ Th~s ~s to cerufy that the ]nformauon here g~ven ~s correctly cop~ed from an original cernficate of death duly filed w~th me as Local Registrar The original cemficate wdl be forwarded to the State V~tal Records O~ce for permanent fihng WARNING: It IS dlegal to duplicate this copy by photostat or photograph. Fee for this cernficate, $2 00 P 9963757 No Date Local FEB 0 200 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH NAME OF DECEDENT (First MIUdle Last) John Franklin Wise, Jr. SEX 76 Cumberland 162 22 4901 ~anagement Analyst Naval Depot 45 Devonshire Square Mechan~csburg, PA 17055 FATHER $ NAME (FirS/ Middle Last) John F. Wise, Sr. dward Norman Hovis METHOD OF DISPOSITION DATE OF DISPOSITION MOTHER $ NAME (First Middle Maiden Surname) Mary S. Reist 15 Willow Street, Mont Alto, PA 17237 o,~h~ ~,Cremat ~'on ~ocmety O~cL~ATION PA Crematory Harrisburg, PA 17109 lonestown Road Harr~sbur PA 17109 iMonth Day Year) WAS CASE REFERRED TO A MEDICAL EXAMINER ~ORONER~ OF JOHN F. WISE, JR. I, JOHN F. WISE, JR., of Hampden Townshtp, Cumberland County, Pennsylvanta, bmng of sound and d~spos~ng mtnd, memory and understanding, do hereby make, pubhsh and declare th~s as and for my Last Wall and Testament, hereby revoking and making votd any and all W~lls or Codicils at any t~me heretofore made by me ARTICLE I DEBTS I d~rect the payment of all my legal debts, and the expenses of my last ~llness and fimeral from my Estate as soon after my death as convemently may be done I d~rect that all taxes that may be assessed in consequence of my death, or whatever nature and whatever junsdmt~on ~mposed, shall be prod from my Residuary Estate as pan of the expense of the adm~mstrat~on of my Estate ARTICLE II TANGIBLE PERSONAL PROPERTY I g~ve and bequeath my automobiles, household and personal effects and other tangnble personalty of hke nature including jewelry and ~tems of personal adornment (excluding and not including however, cash or securities, or any ~tems of personal property acqmred by me dunng my lifetime and owned by me and JOHN G. SCHNEIDERHAN, as joint tenants wtth right of survivorsh~p), together w~th any emsttng insurance thereon, unto my ~end, JOHN G. SCHNEIDERHAN, provided he survives me by thirty (30) days If my friend, JOHN G. SCHNEIDERHAN, ~s not hwng on the tturty-lirst (31st) day following my death, I d~rect that all Items described ~n this Article lI be sold and d~stnbuted ~n accordance w~th Article 1V ARTICLE I11 REST, RESIDUE AND REMAINDER If my friend, JOHN G. SCHNEIDERHAN, survive me by thirty (30) days A B I g~ve and bequeath the sum of One Thousand ($1,000 00) Dollars unto my sister, ESTHER N. HOVIS, prowded she survives me, and I g~ve, dewse and bequeath the rest, residue and remmnder of my Estate, of whatever nature and wherever s~tuate, unto my friend, JOHN G. SCHNEIDERHAN. ARTICLE IV ALTERNATE DISPOSITION OF REST, RESIDUE AND REMAINDER If my friend, JOHN G. SCHNEIDERItAN, is not hvmg on the thirty-first (31st) day following my death A C I g~ve and bequeath the sum of Ten Thousand ($10,000 00) Dollars unto my friend, NANCY L. SMITH, prowded she survives me, I g~ve and bequeath the sum ofTen Thousand ($10,000 00) Dollars unto the TRINITY LUTHERAN CHURCH, Church Street, I<3ngston, Pennsylvania, ~n honor and ~n the name of JOSEPH and PEARL SCHNEIDERHAN, and their sons, JOSEPH C. SCHNEIDERItAN and JOHN G. SCHNEIDERHAN I give, devise and bequeath all the rest, residue and remmnder of my estate. of whatever nature and wherever s~tuate, as follows One-thtrd (1/3) thereof unto the LYKENS VALLEY CAMP MEETING ASSOCIATION, Ehzabethwlle, Pennsylvania, 2 One-thtrd (1/3) thereof unto the TRINITY EVANGELICAL LUTHERAN CHURCH, 2000 Chestnut Street, Camp Hill, Pennsylvama, m honor and ~n the names of JOHN G. SCHNEIDERHAN and JOHN F. WISE, JR., and 2 3 One-third (1/3) thereof unto TRINITY UNITED METHODIST CHURCH, Ehzabethvdle, Pennsylvania, ~n honor and ~n the names of JOHN F. WISE, SR., ALICE WISE, MARY VOSE and JOHN F. WISE, JR. ARTICLE V TAXES I direct that all estate, inheritance, transfer and other taxes of similar nature payable by reason of my death, together with any interest or penalties thereon, and imposed with respect to any property, whether or not disposed of by this Wdl, shall be prod out of the residue of my Estate I filrther d~rect that any and all such taxes shall be paid from and be deducted from my Residuary Estate prior to the calculation of the shares of the residuary beneficiaries, so that each residuary beneficiary, charitable or not, shall bear a portion of the burden of such taxes ARTICLE VI PERSONAL REPRESENTATIVE I name, constitute and appoint my friend, JOHN G. SCHNEIDERItAN, Executor of this my Last Will and Testament Should my friend, JOHN G. SCHNEIDERHAN, fail to qualify or cease to so act, i name, constitute and appoint my friend, NANCY L. SMITH, altemate Executrix to complete the administration of my Estate, and should she also fail to qualify or cease to so act, I name, constitute and appoint my niece, SANDRA FLICKINGER, New Oxford, Pennsylvania, alternate Executrix to complete the administration of my Estate I direct that no fiduciary appointed herein shall be required to post bond for the faithful adnnmstration of the duties required in any jurisdiction IN WITNESS WItERE~eunto set my hand and seal to this, my Last Will and Testament, this /~'h-day of~ 2003 JOH~F. WISE, JR. (SEAL) Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who at his request, m his presence and in the presence of each other, have hereunto subscribed our names as witnesses 4 AFFIDAVIT AND ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : We, JOHN F. WISE, JR., ~ l"~",c.cx .~,^,,. and '"N"cx.C.X~...Q.'~¢.-.. ~_a_..,,.~'l.,~.. , the Testator and the wi'tffesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator mgned and executed the instrument as his Last Will and that he had mgned willingly and that he executed it as his free and voluntary act for the purposes there~n expressed, and that each of the w~tnesses, in the presence and heanng of the Testator, s~gned the W~II as w~tness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence Witness Subscribed, sworn to and acknowledged before me by JOHN F. WISE, JR., Testator, and subscribed and sworn to before me by '-~1_,,~. ~ --~r,..o.,k~,-~, and DIANNE LENIG, Notary Pubhc Le,m, oyne Bm'ough Cumberland Co ! My Commission Expires Dec 21, 2005 Notary Public 2215533 .CERTIFICATION OF NOTICE UNDER RUL_F 5.6(a) Name of Decedent: Date of Death: Will No.: JOHN F. WISE, JR..a/k/a JOHN FRANKLIN WISE, JR. FEBRUARY 18, 2004 2004-00258 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 March 23, 2004. Name JOHN G. SCHNEIDERHAN ESTHER N. HOVIS Address 45 Devonshire Square ~PA 17055 15 Willow Street Mt. Alto, PA 17237 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None. Date: March 23, 2004 ~..~~~ Signature Name Edmund G. Myers Johnson, Duffle, Stewart & Weidner Address 301 Market St. P. O. Box 109 Lemoyne, PA 17043-0109 Telephone (717) ~,z~_.:-4540. Capacity: :3 :: :~ ::.~ ,7:, Counsel for perso~.~i repre~entat~¥e:,i' JERRY R. DUFFLE RICHdRD W. STEWART C. ROY WEIDNER, JR. EDMUND G. MYERS DAVID W. DELUCE R~LPH H. WRIGHT, JR. MARK C. DUFFIE MICHAEL J. CASSID Y MELISSA PEEL GREEVY ROBERTM. WALKER WADE D. MANLEY LAW OFFICES JOHNSON, DUFFIE, STEWART & WEIDNER A Professional Corporation 301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 WEBSITE: www.jdsw.com HORACE A. JOHNSON COUNSEL TO THE FIRM TELEPHONE 717=761-4540 FACSIMILE 717-761-3015 E-MAIL: mail~jdsw.com May 10, 2004 '04 f'iA~' "1 ],~ ~ :] 7 WRITER'S EXT. NO. 114 E-MAIL dlw@jdsw.com Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of John F. Wise, Jr. SSN: 162-22-4801 Our File No. 7759-2 Your File No. 2004-0528 Dear Register of Wills Office: Enclosed please find Estate Check No. 94 in the amount of $10,000.00. This payment represents the three-month prepayment in order to qualify for the discount. The decedent died on February 18, 2004. Please time stamp the enclosed copy of this correspondence, and return to me in the enclosed self-addressed stamped envelope. Thanks for your assistance in this matter. Should you have any questions, or require any additional information, please feel free to contact me. Very truly yours, J.~.H?SON, DUFFLE, STEWART & WEIDNER uana L. Wieseman Legal Assistant c: John G. Schneiderhan, Executor #228680 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003923 MYERS EDMUND G 301 MARKET STREET P O BOX 109 LEMOYNE, PA 17043 ........ fold ESTATE INFORMATION: SSN: 162-22-4901 FILE NUMBER: 2104-0258 DECEDENT NAME: WISE JOHN F JR DATE OF PAYMENT: 05/11/2004 POSTMARK DATE: 05/1 0/2004 COUNTY: CUMBERLAND DATE OF DEATH: 02/18/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $ 10,000.00 REMARKS: TOTAL AMOUNT PAID: $10,000.00 SEAL CHECK# 94 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS LAW OFFICES JOHNSON, DUFFLE, STEWART g WEIDNER 301 MARKET STREET P. O. BOX 100 LEMOYNE, PENNSYLVANIA 17043-0100 REGISTER OF WILLS OFFICE CUMBERLAND COUNTY COURTHOUSE ONE 'COURTHOUSE SQUARE CARLISLE, PA 17013 JERRY R. DUFFLE RICHARD W. STEWART C. ROY WEIDNER, JR. EDMUND G. MYERS DAVID W. DELUCE JEFFERSON J. SHIPMAN RALPH H. WR1GH~, JR. MARK C. DUFFIE JOHN R. NINOSKY MICHAEL J. CASSIDY MELISSA PEEL GREEVY ROBERT M. WALKER WADE D. MANLEY LAW OFFICES JOHNSON, DUFFIE, STEWART & WEIDNER A Professional Corporation 301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 WEBSITE: www.jdsw.com HORACE A. JOHNSON F. LEE SHIPMAN BRUCE J. GROSSMAN* OF COUNSEL TELEPHONE 717-761-4540 FACSIMILE 717-761-3015 E-MAlL: mail~jdsw.com *Admitted in New York only June 22,2004 WRITER'S EXT. NO. 114 E-MAIL dlw@jdsw.com Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of John F. Wise, Jr., a/k/a John Franklin Wise, Jr. SSN: 162-22-4901 Our File No. 7759-1 Your File No. 21-04-00258 Dear Register of Wills Office: Enclosed. for filing please find the following documents for the above referenced decedent: 1. 2 Original PA Inheritance Tax Returns. There is tax due in the amount of $1,780.49. Estate check No. 95 is attached to the Retum. 2. Estate Check No. 97 in the amount of $31.00 for the following: a. $15.00 Inheritance Tax filing fee b. $16.00 Inventory Fee. 3. 1 copy of Pages 1&2 of the Pa Inheritance tax retum, which we ask that you time-stamp and return to us in the enclosed envelope. 4. Inventory 5. Inventory, 1 copy, which we ask that you time stamp and retum to us in the enclosed envelope. Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this matter. ~'I~.NSON, Dtruly yours, U, FFIE,.STEWART & WEIDNER Legal Assistant c: John G. Schneiderhan, Executor #231110 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004077 ........ fold MYERS EDMUND G 301 MARKET STREET P O BOX 109 LEMOYNE, PA 17043 ESTATE INFORMATION: SSN: 162-22-4901 FILE NUMBER: 2104-0258 DECEDENT NAME: WISE JOHN F JR DATE OF PAYMENT: 06/23/2004 POSTMARK DATE: 06/22/2004 COUNTY: CUMBERLAND DATE OF DEATH: 02/18/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $1,780.49 REMARKS: TOTAL AMOUNT PAID: $1,780.49 SEAL CHECK# 95 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Register of Wills of CUMBERLAND INVENTORY Estate of John F. WISE Jr also known as John Franklin Wise, Jr. County, Pennsylvania , Deceased No. 2004-0520 oQ~' Date of Death... 02/18/2004 Social Security No. 162-22-4801 John G. SCHNEIDERHAN, Personal Represer,~a~;ve(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are mede subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: I.D. No.: Address: Edmund G. Personal Represent. Myers Signature: //~ ~~j J~hn G-. ~CHNEIDERHAN 20558 Signature: P. O. Box 109 Address: 45 Devonshire Square Lemoyne, PA 17043-0109 Mechanicsburg, PA 17055 Telephone: ..717/761-4540 (See continuation (Attach additional sheets if necessary) Description page(s) attached) Telephone: 717/697-2313 Dated: .~4~ ~"Z- Value Total: 36,253.10 NOTE The Memorandum of real estate outside the Commonwealth of Pennsylvania ma-, at the el-^.:-- -, ....... ,, ,=,.L,u,, ur ins personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystsms, Inc. Form #RW-7 (lgsz) Estate of: Date of Death: County: John F. WISE Jr 02/18/2004 Cumberland INVENTORY CASH: AAA Membership Refund Adelphia Refund of Credit Balance Commonwealth Telephone Company Refund on final Account Controller of Cumberland County - Death Benefit IRS Refund for 2003 Individual Income Taxes Members First Federal Credit Union Savings Account 3102-00 Meredith Publications - Refund on Subscription Office of Personnel Management - Remaining amount of Retirement Account PNC Bank Ready Access CD 31000161404 PNC Bank Checking Account No. 51-4006-9846 Travelers Account Refund Yankee Publishing Inc. Refund of Magazine Subscription 53.24 7.51 7.90 100.00 921.00 1,158.63 19.45 1,929.25 11,912.95 12,192.68 65. O0 10.49 28,378.10 -1- PERSONAL PROPERTY: 2000 Mercury Grand Marquis - Sold to private party Personal Property 7,500.00 375.00 TOTAL RECEIPTS OF PRINCIPAL ............... 7,875.00 36,253.10 -2- REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. Z80601 HARRISBURG, PA 171:>8-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21- 04- gz3;~ COUNTYCODE YEAR NUMBER D E C E D E N T cAPB HpRL EpIO CRAC KO!~ Co" si T A X R 5. E C A 6. P I T U 7. L A T 8. I O N C o M T I O N DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) WISE Jr John F. DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 02/18/2004 I 12/15/1927 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 162-22-4801 THIS RETURN MUST BE RLED IN DUPLICATE WITH THE REGISTER OF Wll I $ SOCIAL SECURITY NUMBER ~ 1. Original Return ~ 2~., Supplemental Return 4. Limited Estate . Future Interest Compromise (date of death after 1Z- 5. Decedent Died Testate Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) ~'] 9. Litigation Proceeds Received ~ 10. Spousal Poverty eredit I~] (date of death between 1~-31-91 and 1-1-95) NAME Edmund G. Myers FIRM NAM E (If Applicable) Johnson, Duffle, Stewart & Weidner TELEPHONE NUMBER 717/761-4~40 1. Real EsSay. (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole-Proprietorship Mortgages & Notes Receivable (Schedule D) (4) Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) Jointly Owned Property (Schedule F) (6) r'~ Separate Billing Requested Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 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/Sec 9113 Trusts for which an election to tax has not been mede (Schedule J) 14. Net Value Subiect to Tax (Line 12 minus Line 13) (d.ate of death .-, 3. Remainder Return pnor to 12-13-~) 5. Federal Estate Tax Return Required 5. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch O) COMPLETE MAILING ADDRESS P. O. Box 109 301 Market Street Lemoyne, PA 17043-0109 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aXl.2) X ,0 0 16. Amount of Line 14 taxable at lineal rate 1,000.00 X .0 4..5 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate 81,745.43 X ,15 19. Tax Due (8) (11) (12) (13) OFFICIAL USE ONLY None None Nq~e NOne 36,153.10 120,495.00 None 9,951.82 63,950.85 156,648.10 73,902.67 82,745.43 (14) 82,745.43 (15) O. O0 (15) 45. O0 (17) O. O0 (18)L 12,261.81 (lg) 12,306.81 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREE~ ADDRESS 45 Devonshire Square CITY Mechanicsbur~ Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount ISTATE ?A 10,000. O0 526.32 (~) Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) Total InteresVPenalty ( D + E ) 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 (3) (4) ZIP 17055 12,306.81 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. receive the promise for life of either payments, benefits or care? ................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ ~ D~] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ [] IF THE ANSWER TO AN'( 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, 10,526.32 0.00 0.00 1,780.49 0.00 1,780.49 correct and complete. Declaration of preparer other than the personal repressntative Is based on all Information of which preparer has any knowledge. ~'NAT~IRF-.~OE PEI~SON RESPONSIBLE FOR FILING RETURN ,3ohn (~o SC~'~ETDERF~N DATE l/PI // / /] / 45 Devonshire S_c[u_are // ounnson, ourrze, btewar= e Wel~ner ~TE ' P O Box 109 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. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (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 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 P.S. 9116(1.2) [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(aX1.3)]. 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. 6-00) REV-1508 EX + (1-97) SCHEDULE E COMMONWEALTH OFPENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAl PROPERTY ESTATE OF FILE NUMBER John F. WISE Jr SS~; 162-22-4801 02/18/2004 21-04-0528 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 2 3 5 6 7 8 9 10 12 13 VALUE AT DATE DESCRIPTION OF DEATH AAA Membership Refund 53.24 Adelphia Refund of Credit Balance Commonwealth Telephone Company - Refund on final Account IRS Refund for 2003 Individual Income Taxes Members First Federal Credit Union Savings Account 3102-00 Meredith Publications Refund on Subscription PNC Bank Ready Access CD 31000161404 PNC Bank Checking Account No. 51-4006-9846 Travelers Account Refund Yankee Publishing Inc. Refund of Magazine Subscription 2000 Mercury Grand Marquis - Sold to private party Personal Property Office of Personnel Management - Remaining amount of Retirement Account No Beneficiary Named - Amount payable to the Estate 7.51 7.90 921.00 1,158.63 19.45 11,912.95 12,192.68 65.00 10.49 7,500.00 375.00 1,929.25 TOTAL (Also enter on line (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSyst®m$, Inc. $ 36,153.10 Form REV-I$08 EX (Rev. 1-97) REV-' 1509 EX + (1-97) SCHEDULE F COMMONWEALTH OF PENNSYLVANIA JOINTLY-OWNED PROPERTY INHERITANCE TAX RETURN RESIDENT DECEDENT F.$¥ATE OF John F. WISE Jr SS~/ 162-22-4801 02/18/2004 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. FILE NUMBER 21- 04- O528 SURVIVINGJOINTTENANT(S)NAME ADDRESS RELATIONSHIPTO DECEDENT A. John G. SCHNEIDERHAN 45 Devonshire Square Friend Mechanicsburg, PA 17055 Bo JOINTLY-OWNED PROPERTY: LE 1 TER NUMBER TENANT 1 DATE MADE JOINT 01/11/89 DESCRIPTION OF PROPERTY Include name of financial Institution and bank account number or similar Identifying number. Attach deed for jointly-held real estate. Residence located at 45 Devonshire Square, Village of Westover East, Lot No. 3 Unit 45,Mechanicsburg, Hampden Township, Cumberland County, Pennsylvania. Tax Parcel No. 10-19-1064-347 U45---3 Value based on 2004 'County Assessed value attached to this Return DATE OF DEATH VALUE OF ASSET (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. 240,990. O0 TOTAL (Also enter on line 6, Reca~ % OF DECD'S INTEREST 5O. 00~ DATE OF DEATH VALUE OF DECEDENT'S INTEREST 120,495. O0 120,495. O0 Form REV-1509 EX (Rev. 1-97) REV- 1511 EX, (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John F. WISE Jr SS~/ 162-22-4801 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 02/18/2004 FILENUMBER 21-04-0528 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 2 3 4 Bo 7. 1 2 FUNERAL EXPENSES: Costs for the Funeral Luncheon Cremation Society of Pennsylvania Gifts for Individuals assisting in funeral arrangements Maple Grove Cemetery Association Total of Continuation Schedule(s) ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) John G. SC[,-]~EID~,[-]~N Social Security Number(s) / EIN Number of Personal Representative(s) Street Address /.I. 5 Devonshire Square City Mechanicsbur~ State PA Zip17055 Year(s) Commission Paid: Attorney's Fees Johnson, Duffle, Stewart & Weidner Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Cumberland County Recorder of Deeds Office Filing Fee for Cumberland County Register of Wills Office - Filing Fees for Inventory ($16.00) and Inheritance Tax Return ($15.00) The Cumberland Law Journal - Notice of Estate Administration The Patriot News Co. - Notice of Estate Administration Deed TOTAL (Also enter on line 9, Recapitulation) 101.22 690.20 60.00 300.00 633.00 1,800.00 6,000.00 88.00 39.50 31.00 75.00 133.90 9,951.82 (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) Estate of: John F. WISE Jr Soc Sec #: 162-22-4801 Date of Death: 02/18/2004 Item Description Continuation of Schedule H-A (Funeral Expenses) Amount Pealers Flowers - Flowers for Service Rev. Joseph Yorks The Elizabethville Monument Co. Trinity United Methodist Church - Funeral Services 53.00 50.00 450.00 80.00 633.00 REV-' 151Z EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF John F. WISE Jr SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS 162-22-4801 02/18/2004 Include unreimbursed medical expenses. ITEM NUMBEF Comcast Cable DESCRIPTION 1 2 3 Commonwealth Telephone Company Decedent's balance of debt for one-half (1/2) of to Residence for the period of April 26, 2002 to 2004 DSCA - Payment for April Pennsylvania Power & Light Pennsylvania Power & Light (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. FILE NUMBER 21 - 04- 0528 the renovations February 18, AMOUNT 39.64 10.30 62,844.91 638.00 411.45 6.55 TOTAL (Also enter on line 10, Recapitulation) 63,950.85 Form REV-1512 EX (Rev. 1-97) REV-~5~3 EX+(9-00) I I I SCHEDULE J I COMMONWEALTH OF PENNSYLVANIA BEN INHERITANCE TAX RETURN J EFICIARIES ~ BENEFICIARIES r ESTATE OF John F. WISE Jr SS~/ 162-22-4801 02/18/2004 FILE NUMBER NUMBER I. 2 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [l~!,?_e outright _~rn~_'..~_al distributions, and transfers under S~. 91 l~aXl.Z)] Esther N. Hovis 15 Willow Street Mont Alto, PA 17237 John G. Schneiderhan 45 Devonshire Square Mechanicsburg, PA 17055 II. 21-04-0528 RELATIONSHIPTO DECEDENT AMOUNTORSHARE DoN~ ListTr~!_-.~_,s) OFESTATE Sister One Thousand ($1,ooo) Dollars Friend Entire Residue ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) 0.00 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) LISTING OF EXHIBITS FOR EST~4TE OF JOHN F. WISE, JR a/k/a JOHN FRANKLIN WISE, JR. EXHIBIT Last Will and Testament of John F. Wise, Jr., signed and dated on December 18, 2003. EXHIBIT B Copy of Deed for property located at 45 Devonshire Square, Mechanicsburg, PA EXHIBIT C Copy of Assessment for property located at 45 Devonshire Square, Mechanicsburg, PA for 2004. :231112 EXHIBIT A _.ast PilI anO e tament OF JOHN F. WISE, JR. I, JOHN F. WISE, JR., of Hampden Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills or Codicils at any time heretofore made by me. ARTICLE I DEBTS I direct the payment of all my legal debts, and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. I direct that all taxes that may be assessed in consequence of my death, or whatever nature and whatever jurisdiction imposed, shall be paid from my Residuary Estate as part of the expense of the administration of my Estate. ARTICLE II TANGIBLE PERSONAL PROPERTY I give and bequeath my automobiles, household and personal effects and other tangible personalty of like nature including jewelry and items of personal adomrnent (eXcluding mad not including however, cash or securities, or any items of personal property acquired by me during my lifetime and owned by me and JOHN G. SCHNEIDERHAN, as joint tenants with right of survivorship), together with any existing insurance thereon, unto my friend, JOHN G. SCHNEIDERItAN, provided he survives me by tlxirty (30) days. If my friend, JOHN G. SCHNEIDERItAN, is not living on the thirty-first (31 st) day following my death, I direct that all items described in this Article II be sold and distributed in accordance with Article IV. ARTICLE III REST, RESIDUE AND REMAINDER If my friend, JOHN G. SCHNEIDERHAN, survive me by thirty (30) days: I give and bequeath the sum of One Thousand ($1,000.00) Dollars unto my sister, ESTHER N. HOVIS, provided she survives me; and I give, devise and bequeath the rest, residue and remainder of my Estate, of whatever nature and wherever situate, unto my friend, JOHN G. SCHNEIDERItAN. ARTICLE IV ALTERNATE DISPOSITION OF REST, RESIDUE AND REMAINDER If my friend, JOHN G. SCHNEIDERI-IAN, is not living on the thirty-first (31st) day following my death: I give and bequeath the sum ofTen Thousand ($10,000.00) Dollars unto my friend, NANCY L. SMITH, provided she survives me; I give and bequeath the sum ofTen Thousand ($10,000.00) Dollars unto the TRINITY LUTHERAN CHURCH, Church Street, Kingston, Pennsylvania, in honor and in the name of JOSEPH and PEARL SCHNEIDERItAN, and their sons, JOSEPH C. SCI-INEIDERHAN and JOHN G. SCHNEIDERHAN. I give, devise and bequeath all the rest, residue and remainder of my estate, of whatever nature and wherever situate, as follows: 1. One-third (1/3) thereof unto the LYKENS VALLEY CAMP MEETING ASSOCIATION, Elizabethville, Pennsylvania; 2. One-third (1/3) thereof unto the TRINITY EVANGELICAL LUTHERAN CHURCH, 2000 Chestnut Street, Camp Hill, Pennsylvania, in honor and in the nmnes of JOHN G. SCHNEIDERHAN and JOHN F. WISE, JR.; and CHURCH, Elizabethville, Pennsylvania, in honor and in the names of JOHN F. WISE, SR., ALICE WISE, MARY WISE and JOHN F. WISE, JR. ARTICLE V TAXES I direct that all estate, inheritance, transfer and other taxes of similar nature payable by reason of my death, together with any interest or penalties thereon, and imposed with respect to any property, whether or not disposed of by this Will, shall be paid out of the residue of my Estate. I further direct that any and all such taxes shall be paid from and be deducted from my Residuary Estate prior to the calculation of the shares of the residuary beneficiaries, so that each residuary beneficiary, charitable or not, shall bear a portion of the burden of such taxes. ARTICLE VI PERSONAL REPRESENTATIVE 1 name, constitute and appoint my friend, JOHN G. SCHNEIDERHAN, Executor of this my Last Will and Testament. Should my friend, JOHN G. SCHNEIDERHAN, fail to qualify or cease to so act, I name, constitute and appoint my friend, NANCY L. SMITH, alternate Executrix to complete the administration of my Estate, and should she also fail to qualify or cease to so act, I name, constitute and appoint my niece, SANDRA FLICKINGER, New Oxford, Pennsylvania, alternate Executrix to complete the administration of my Estate. I direct that no fiduciary appointed herein shall be required to post bond for the faithful administration of the duties required in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this /y/Lq-day of ~'~g'~~" 2003. JOH~/F. WISE, JR. (SEAL) Signed, sealed, published and declared by 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 hereunto subscribed our names as witnesses. AFFIDAXrlT AND ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : We, JOHN F. WISE, JR., -'~r,,,~...~.. F'~--',r-e.., .~,.[_~._, and "'-X-,4.-x.,L~_x~..~L~(ti~..~,3' rQ~u..o~,~..,.(~:,\ , the Testator and the wi~esses, respectively, whose names are signed to the attached or 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 purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his/her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. JO~N F. WISE, JR. Wimess Subscribed, sworn to and acknowledged before me by JOHN F. WISE, JR., Testator, and subscribed and sworn to before me by -~-~- ..~.,,.,,~(~. {~.-'-r,.rx .o.~./,-..- and , . , 2003. "N'x~ .~.,..~..~& ~,...~~~wimesses,,. this ~qO~AFtiAL SEAL Nolary Public Cumberland Co. ~xpir~s Dec. 21, 2005 Notary Public "i~'~ 'I'-~~ 221553.3 OF JOHN F. WISE, JR. JOHNSON, DUFFLE, STEWART & WEIDNER ATTORNEYS AT LAW LEMOYNE, PENNSYLVANIA EXHIBIT B ~{IS INDENI~JRE, made this ~ ~'~ay of~:t~~ ~,'~'~ ...... ~ ,~) ' '~ in the year of our Lord one thousand nine hundred eighty-nine (1989), between KR~T~y REALTY, INC., a Per~lsylvania corporation, with its principal place of business located at 47 Devonshire Square, Mechanicsburg (Hampden Township), Cumberland County, Pennsylv~u]ia, hereinafter called "Grantor" and JOHN G. SCHNEIDERHAN and ~ F. WISE, JR., as joint tenants with the right of survivorship, hereinafter individually and collectively called "Grantee". WITNESSETH: That the said Grantor, for and in consideration of the sum of One Hundred Eighty-Five Thousand Six Hundred Ninety-Eight ($185,698.00) Dollars, lawful money of the United States of America, unto it w~ll and truly paid by the said Grantee at and before the sealing and delivery of these presents, receipt whereof is hereby acknowledged, have granted, b~rgained: sold, alien~¢i~ enfeoffed~ released and confirmed, and by these presents does grant, bargain, sell, alien, enfecff, release and confirm unto the said Grantee, their heirs and assigns, AT.T. THAT CEREAIN Unit and the propez~cy known, named and identified in the Declaration referred to below as "Devonshire Square Condominium", located in the Village of Westover (East), Hampden Township, Cumberland County, Pennsylvania, which has heretofore been submitted to the provisions of the Pennsylvania Uniform Condcm~tni~m] Act, 68 Pa.C.S.A. §§ 3101 et seq., by the recording in the Office of the Recorder of Deeds of Cumberland County of a Declaration dated September 30, 1988, and recorded January 10, 1989, in Miscellaneous Book 359, Page 505, being and designated in such Declaration as Unit No. G-45, together and including the detached or attached garage, being and designated in such Declaration as Unit No. G-45-G, which said Unit is more fully described in said Declaration together with proportionate undivided interest in the ConmDn Elements (as defined in said Declaration) of 16.64%. Grantor reserves the right, in accordance with said Declaration, to reduce and reallocate Grantee's p~'oportionate undivided interest in the ConTnon Elem~ents as provided in the Declaration. BEIN~ part of the same premises which Richard W. Weibley and Katharine S. Weibley, his wife, by the Deed dated August 30, 1968, recorded in the Office of the Recorder of Deeds of Cumberland County in Deed Book X, Volume 22, Page 516, granted and conveyed unto Brentwater Homes, Inc., now Keeley Realty, Inc., Grantor herein~ Certificate of Merger, effective October 31, 1982, is recorded in the Office of the Recorder of Deeds of Cumberland County in Miscellaneous Book 282, Page 58, evidencing that the said Brentwater Homes, Inc. merged into and became part of Keoley Realty, Inc., and that Koeley Realty, Inc., is the surviving corporation. UNDER ~ SUBJEC'f to any and all restrictive covenants, covenants, conditions, restrictions, rights-of-way, easements and agreements of record, including, but not limited to, Final Develol]nent Plan, Final Plan "A" (PRD), Final Plan "B" (PRD) Village of Westover (East) dated February 18, 1986, last revised February 24, 1987 (Final Plan "B") recorded in the Office of the Recorder of Deeds of Cumberland County in Plan Book 53, Page 130, specifically including NOTE FOUR FINAL PLAN "B" (PRD) and NOTE FIVE FINAL PLAN "A" (PRD) (Sheet 3 of 3) thereof; Final Site Development Plan Village of Westover (East) Phase I, dated November 15, 1986, recorded in the Office of the Recorder of Deeds of Cumberland County in Plan Book 53, Page 141; together with Plats and Plans-Site Plan recorded in Plan Book 57, Page 34. YOGETHER, except as provided with respect to the above described NOTE FOUR and NOTE FIVE, with all the Streets, ways, water, watercourses, rights, liberties, privileges, Hereditaments and appurtenances whatsoever thereunto belonging or in any wise appertaining, and the reversions and remainders, rents, issues and profits thereof; and all of the estate right, title, interest, property, claim and demand whatsoever of said Grantor, in law, equity or otherwise howsoever, of, in and to the same and evel7 part thereof. ~ FURTHER, Grantor, notwithstanding the provisions of the above described NOTE FOUR and the above described NOTE FIVE, hereby specifically waives its right to eliminate or modify that portion of Westover Drive (60 foot right-of-way) which abuts the norther] portion of Lot No. 3 of the above described Final Develo~nent Plan, that portion of Greenwich Drive (50 foot right-of-way) which abuts the eastern line of Lot No. 3, that portion of Stephen's Crossing (60 foot riqht-of-way) which abuts the southern line of Lot No. 3 and the northern line of Lot No] 4 of the above described Final [~velopment Plan. The existing streets constructed within the rights-of-way of Westover Drive, Greenwich Drive and Stephen's Crossing which abut Lot No. 3 and Lot No. 4, as described above, shall not be modified, eliminated or relocated by Grantor. · O HAVE ~ TO ~DLD the said Unit, to include the detached or attached garage, above-described, and the Hereditaments and Premises hereby granted or mentioned and intended so to be, with the appurtenances unto the said Grantee, their heirs and assigns, to and for the only proper use and behoof of the said Grantee, their heirs and assigns forever. AND the said Grantor, for itself and its successors, does by these presents covenant, grant and agree to and with the said Grantee, their heirs and assigns, that they, the said. Grantor and its successors and assigns, all and singular Hereditaments and Premises hereinbefore described and granted, or mentioned and intended so to be, with the appurtenances, unto said Grantee, their heirs and assigns, against the said Grantors, its successors and assigns, and against every other person or persons whomsoever lawfully claiming or to claim the sane or any part thereof, by, from or under them, and any of them, shall and will, subject to the aforesaid, SPECIALLY %~aJ~%~T and DEFEND. IN WITNESS WHEREOF, Keeley Realty, Inc., by its duly authorized officers, has caused these presents to l~ exc:,~2uted the day and y~a_r first-ot:rr~ written. KE~r.~Y REALTY, INC. ~_11 : SS: : this, the ~5~day of ~--*~.. .............. ¥.~ 1989, before me the undersigned officer, personally appeared William D. Keeled5 who acknowledged himself to De the Vice-President of Keeley Realty, Inc., a corporation, and that he, as such Vice-President, being authorized to do so, executed the foregoing instrument for the purposes therein contained, by signing the name of the corporation by hinlself as Vice-President. .. '~'~/' ~i/'' ~. !17: ii':'?: ~i :. IN WITNESS WHEREOF, I hereunto set my hand and official seal. i ~: 't ~. '~ . '".i \ ~:~ . OLdE LEN~G, ~ARY PUBLIC / LE~Y~ ~. C~E~ CO. j ~ ~!~l~ EXPIR~ DEC. ~, 1~ j '00<1 33 660 CER~IFI~ OF C~C~ ~rlIS CER~IFI~ OF ~ION, made this II ~}¢~, day of':.~ ,.~..~.~-~, 1989, by Robert D. Rowland, a Registered Professional Engineer, Herbert, Rowland & Grubic, Inc., Consulting Engineers, in accordance with the provision of Section 3201(c), Pennsylvania Uniform Condominium Act, 68 Pa.C.S.A. §3201(c), hereby certifies that Unit No. G-45, together with Unit No. G-45-G (detached or attached garage) being conveyed by the within Deed, is substantially completed as of the date of this Certificate of Completion. IN WITNESS WHEREOF, Robert D. Rowland, a Registered Professional Engineer, Herbert, Rowland & Grubic, Inc., Consulting Engineers, has hereunto set his hand and seal the day and year first-above written. HERBERT, ROWLAND & GRUBIC, INC. Consulting Engineers Robert D. Rowland, p.E. (SEAL) COMMON-WEALTH OF PENNSYLVANIA COUNTY OF SS: On this, the ~1 ~2~'x day of ~;~,. ~ ..... 5 1989, before me the undersigned officer, personally appeared Robert E. Rc~land, P.'~., known to me (or satisfactorily proven) to be the person whose name is subscribed to the within Certificate of Can~Dletion and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and official seal. i OlAIffiE L~IG, IffilTARY P~I!LIC ~ J LEI~¥NE 80R0. CUNBERJ. A~O CO. / 33 662 1 "' I do hereby certify that the precise residence and complete post office address of the within named Grantee is: COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS: Attorney for Grantee RDCORDED on this13~ ~ ~',~, ,. day of Od~x~ A~,.D.,.. ,,,;~, the n~ h~d ~d the seal of the said office;~' {h~:]da(e:'.~',.~r_~.~.~ Given ~der · '~,~, ~,:~ ~ ,~: ~,. EXHIBIT C IF TAXES ARE ESCROWED, FORWARD THIS BILL TO YOUR MOR ['GAGE COMPANY PAYARLE 10 DESC TAX PAYER KATHRYN W. FETROW, TREASURER 5000 CREEKVlEW ROAD MECHAN CSBURG, PA t7050-2099 MAP NO: 10-19-1604-347 U45- 45 DEVONSHIRE SQUARE DEED 0033T/00658 VILLAGE OF WESTOVER EAST Control No: 010-005306 Assessed Lan~ Values COUNTY OF CUMBERLAND Rates COUNTY R/E Rates COUNTY LIB TOWNSHIP OF HAMPDEN Rates MUNIC. R/E LOT 3 UNIT 45 BLDG G PH 1 PB 5 ResidentialBuilding ;p A ! RESIDENTIAL PAID PAID PAID SCHNEIDERHAN, JOHN C HAR 4 - 2004 & JOHN F WISE 45 DEVONSHIRE SQUAR~z' AT/[p'~,~ ~/V. MECHANICSBURG PA 1 ~' WREASUt~ER Cf TAXPAYER COPY Bill No: 2004 Statement of Real Estate Taxe: Bill Date: Improvement 240,990 Mineral 0 Discount Total 240,990 Face .00214900 --2 % 517.89 507.53 517.89 .00020300 2 % --' 48.92 47.94 48.92 .00020000 2 % 48.20 4~4 I 48.20 TAX AMOUNT DUE ' ~'~o]2.:1 ~' $615.0' If Paid ~ or Before ( 4/3072004 ~ 6/30/2004 IF NOT PAI~ ~ 12/15/2004 THI~ BILL WILL BE RET~D TO T~ CLAIM BUREAU FOR COLLECTION ~ FILING OF A LIEN AGAINST YOUR PROPERTY. 7889 3/01/2004 10% 569.68 lO % 53.81 10 % 53.02 $676.51 7/01/2004 OFFICE HOURS OFFICE**CLOSED MONDAYS** TUES-FRI 9AM-5PM,MAY-JUN 9AM-1 PM AND SEPT 10- DEC 9AM-1PM PHONE (717) 737-4822 Return Bill with Payment. For a Receipt, Enclose Self Addressed Stamped Envelope. IF TAXES ARE ESCROWED, FORWARD THIS BILL TO YOUR MORTGAGE COMPANY PAYAOI E ]O KATHRYN W. FETROW, TREASURER 5000 CREEKVIEW ROAD MECHANICSBURG, PA 17050-2099 MAP NO: 10-19q604-347 U45---3 45 DEVONSHIRE SQUARE DEED 0033T/00658 VILLAGE OF WESTOVER EAST LOT 3 UNIT 45 BLDG G PH 1 PB 5 Residential Building RESIDENTIAL tax PAYER SCHNEIDERHAN, JOHN G &JOHN F WISE 45 DEVONSHIRE SQUARE MECHANICSBURG PA 17050 TAX COLLECTOR COPY Control No: 010 - 005306 2004 Statement of Real Estate Taxes Values 0 240,990 0 COUNTY OF CUMBERLAND - Discount Rates t .00214900 2 % COUNTY R/E 517.89 507'25~ / Rates .00020300 ......... LiE Rates .00020000 2 TAX AMOUNT DUE ,,, > $602.71 j $615.01 If Paid On or After If Paid On or Before 4/30/2004~_6/30/2004 ~ ~Y ~ffi~ ~ T~mL W~L~ ~ ~TO~D TO TAX C~IM BUREAU FOR COLLECTION ~ FILING OF A LIEN AGAINST YOUR PROPERTY. Bill No: 7889 Bill Date: 3/01/2004 Total I - 240,990 I ~ace / ~Pen~lotY~_ 517.89 ~ 569.68 10 % 53.02 $676.51 7/01/2004' OFFICE"CLOSED MONDAYS" TUES-FRI 9AM-5PM.MAY-JUN 9AM-1 PM AND SEPT 10 - DEC 9AM-1PM PHONE /717) 737 4822 Return Bill with Payment. For a Receipl, Enclose Self Addressed Stamped Envelope. JERRY R. DUFFLE RICHARD W. STEWART C. ROY WEIDNER, JR. EDMUND G. MYERS DA VID W. DELUCE dEFFERSON d. SHIPMAN RALPH H. WRIGbI~, dR. MARK C. DUFFIE dOHN R. NINOSKY MICHAEL d. CASSIDY MELISSA PEEL GREEVY ROBERTM. WALKER WADE D. MANLEY LAW OFFICES JOHNSON, DUFFIE, STEWART & WEIDNER A Professional Corporation 301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 WEBSITE: www.jdsw.com TELEPHONE 717-761-4540 FACSIMILE 717-76 ! -3015 E-MAIL: mail~jdsw.com June 22,2004 HORACE A. JOHNSON F. LEE SHIPMAN BRUCE J. GROSSMAN* OF COUNSEL *Admitted in New York only WRITER'S EXT. NO. 114 E-MAIL dlw@jdsw.com Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of John F. Wise, Jr., a/k/a John Franklin Wise, Jr. SSN: 162-22-4901 Our File No. 7759-1 Your File No. 21-04-00258 Dear Register of Wills Office: Enclosed for filing please find the following documents for the above referenced decedent: 2 Original PA Inheritance Tax Returns. There is tax due in the amount of $1,780.49. Estate check No. 95 is attached to the Return. Estate Check No. 97 in the amount of $31.00 for the following: a. $15.00 Inheritance Tax filing fee b. $16.00 Inventory Fee. I copy of Pages 1&2 of the Pa Inheritance tax retum, which we ask that you time-stamp and return to us in the enclosed envelope. Inventory Inventory, 1 copy, which we ask that you time stamp and return to us in the enclosed envelope. Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this matter. Very truly yours, JOHNSON, DUFFLE, STEWART & WEIDNER Dana L. Wieseman Legal Assistant c: John G. Schneiderhan, Executor #231110 First Class Mail REGISTER OF WILLS Courthouse aare 3 IERRY R. DUFFLE RICItARI) W. STEWART C. ROY WI:.II)NI!t~,, Ill EDMUND G. MI'ERS D,,\Vll) W. DELUCF II~t;I:FA/SO~ 1. SttlPMAN I/,,\LI~tl fl. WRI(iftT, MAI/K C I)UFFIF, IOIIN R. NINOSKY MI( IIAF, I, 1. CASSIDY MEI.ISSA PICEL GF, EEVY ROBERT M. WALKER WADE D. MANI.EY LAW OFFICES JOHNSON DUFFIE OF COUNSEL ]IORACIt A. Ii)iix, S()'', F. l.l!l SIII1%1 [MIt t'F I. adtnilled i1! N~ ,mI', September 30, 2004 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Re: Estate of John F. Wise, Jr. SSN: 162-22480-~ ? Our File No. 775~2 Your File No. Dear Register: --, Enclosed please find Estate Check in the amount of $75.00 representing additional [~eritance tax due on the above referenced Estate. A copy of the assessment from the Department of Revenu~is also enclosed. Please time stamp the enclosed duplicate of this correspondence and return to us in the enclosed self addressed stamped envelope. Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this matter. c: John Schneiderhan, Executor #236497 ~.e._ry truly yours, /~ Joi:-INSON, DUFFLE, STEWART & WEIDNER '.,----D a-n~' L wie~n Legal Assistant 501 MARKET STREET P.O, BOX 109 LEMOYNE. PENNSYI3/ANIA 17043 0109 WWW. IDSW. COM 717.761.4540 FAX: 717.761.5015 MAIL@II)SW.COM JOHNSON, DUFFLE, STEWART & WEIDNER, P.C. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF iNDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004455 SCHNEIDERHAN JOHN G 45 DEVONSHIRE SQUARE MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 162-22-4901 FILE NUMBER: 21 04-0258 DECEDENT NAME: WISE JOHN F JR DATE OF PAYMENT: 10/01/2004 POSTMARK DATE: 09/30/2004 COUNTY: CUM BERLAN D DATE OF DEATH: 02/18/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $75.00 REMARKS: WISE ESTATE CHECK//98 'SEAL TOTAL AMOUNT PAID: $75.00 INITIALS: CCP RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES ZNHERTTANCE TAX DTVTSZON DEPT. Z80601 HARRTSBURG, PA ].7128-0601 EDMUND G MYERS JOHNSON ETAL PO aOX 109 LEHOYNE PA 170q3 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT DATE 09-15-200q ESTATE OF WISE JR DATE OF DEATH 02-18-200q FZLE NUHBER 21 0q-0258 COUNTY CUMBERLAND ACN 101 REV-l[07 EX AFP JOHN F Amount Remi*l:*l:ed HAKE CHECK PAYABLE AND REHZT PAYHENT TO: CUT ALONG THIS LTNE L A W O F F I C E S JOHNSON DUFFLE REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~o your a¢coun~c, submit: ~he upper portion of ~:his fore wi~:h your ~ax payment. ~ RETAZN LOWER PO~TZON ;OR YOUR RECORDS 501 MARKET STREET P.O. BOX 109 LEMOYNE, PA 17045-0109 REGISTER OF WILLS OFFICE CUMBERLAND COUNTY COURTHOUSE ONE COURTHOUSE SQUARE CARLISLE, PA 17013 ,~,~.=-,,)- ~..%\4_ BUREAU OF TNDTVTDUAL TAXES TNHERITANCE TAX DTVTSI*ON DEPT. Z80601 HARRTSBURG,, PA 17128-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX REV-ISq7 EX &FP (01-05) EDHUND G HYERS JOHNSON ETAL PO BOX 109 LEHOYNE DATE 08-23-200q ESTATE OF WISE JR JOHN DATE OF DEATH 02-18-2005 FILE NUNBER 21 0q-0258 COUNTY CUHBERLAND ACN 101 I Amoun't Reml 'l:~ed PA 170~:~ HAKE CHECK PAYABLE AND RENZT PAYHENT TO: ~,~ REGISTER OF WILLS '::;: .:~ '' ~: CUH]~ERLAND CO COURT HOUSE i:. ~ .':' CARLTSLE, PA 17015 CUT ALONG. THIS LTrI~E '*l~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~¥: [B~-.~[A' '~,~- -I'~'~'-'6 ~3' "~¥~A- -~ - A~-~ ~¥f Ah-~ - ~A-~ - AYP ~A'£~ ~hA' ~ ¥~- AL~'~k~- ~- ................. ~ D~SALLO~ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF~:~ZSE ~ JOHN F FILE NO. 21 0~-0258 ACH 101 DATE 08-2~-200~ ~ ~ '~ 'L;?:~ RETURN WAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNZN~URE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Re~l Es~B~B (Schedule A) (1) O0 2. S*ocks and Bonds (Schedule B) (2) O0 ~. Closely Held S~ock/PB~*ne~shLp Zn~eKes~ (Schedule C) (S) O0 ~, Ho~gBges/No~es Receivable (Schedule D) (~) ~. CGsh/B~nk Deposi*s/Hisc, Person~l P~oper*y (Schedule E) (~) 56~155.10 6. ~oin~ly O~ned PPoper~y (Schedule F) (6) 1Z0;~95.00 7. T~ansfe~s (Schedule G) (7) 8. To*B1 Asse*s (8) 156,6~8.10 APPROVED DEDUCTIONS AND EXEHPTZONS: 9,951.82 9 Funeral Expenses/Adm. Cos~s/Hisc, Expenses (Schedule H) (9) 10 Deb~s/Hor~gBge LiBbili~Les/LLens (Schedule I) (10) 6~ ~ 950.8~ 11 To*B1 Deductions (11) 7~. 9fl2.67 1E Ne~ V~lue of Tax Re*urn (12) 8~7~5.~ 1~ Ch~/~Bble/Gove~nmen~al Bequests; Non-elected 911S Trusts (Schedule ~) (1~) .00 1~ Ne~ Value of Es*a~e Sub~Bc~ ~o T~x (1~) 82,7~5.~ NOTE: Z~ an assessment ~as issued pPeviously, lines 1~, 15 and/oK 16~ 17, 18 and 19 Pe~lect ~iguPes that include the total o~ ALL PetuPns assessed to date. ASSESSHENT OF TAX: 1~. Amoun~ of LAne 1~ a* SpousB1 Ka~e (15) .00 X O0 = .00 16, AmouR* of Llne 1~ *~xBble B~ LLneBl/Class A rB~e (16) . O0 X 0~5 = .00 17. kEoun* of Llne 1~ a* SlblLng ra~e (17) 1,000. O0 X 12 = 120. O0 18. Amoun~ of L/ne 1~ ~xable ~ Collateral/Class B r~e (18), 81,7~5.~5 x 15 = 12,261.81 19. PPincipBl Tax Due (19)= 12,~81.81 TAX CREDITS: PAYHENT KECE/PT DISCOUNT AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 05-10-200~ CD00~92~ .00 10,000.00 06-22-200~ CD00~077 .00 1,780.~9 INTEREST 1S CHARGED THROUGH 09-07-200~ TOTAL TAX CREDIT ~ 11,780.~9 AT THE RATES APPLICABLE AS OUTLINED ON THE ~ALANCE OF TAX DUE~ REVERSE SIDE OF THIS 'FORH INTEREST AND PEN. 267.72 TOTAL DUE 869.0~ ~ ZF PAID AFTER DATE IHDICATED~ SEE REVERSE ( ZF TOTAL DUE 1S LESS THAN ~1~ NO PAYHENT ZS REQUIRED. FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) NOTE: To 1nsure proper credl~ ~o your account, submi~ ~he upper por~Lon of ~his form with your ~ax payment. RESERVATION: PURPOSE OF NOTZCE: PAYMENT: REFUND (CR): OBJECTIONS: ADH[N- ISTRATXVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decadents dying an or before December 1Z, 198Z -- if any futura 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 futura interest. To ~ulfill the requirements of Section ZI~O of the inheritance and Estate Tax Act, Act Z3 of ZOO0. (7Z P.S. Section 91qO). 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 NILES, 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 Hills, any of the Z3 Revenue District Jfficas, or by calling the special Z~-hour ansearing service for forms ordering: 1-800-36Z-ZOSO; services for taxpayers with special hearing and / or speaking needs: l-BOO-q~7-SOZO (TT only). Any party in interest not satisfied with the appraisement, allowance, or disalloeance of deductions, ar 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. 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 assessment should ba addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Oept. 280601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (3) caXandar months after the decedent's death, a five percent (5g) discount of the tax paid is aXXoaed. The 15Z 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 (l) 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 (6X) percent par annum calculated at a daily rate of .OOOlS~. All taxes which became delinquent on and after January l, 1982 mil! bear interest at a rata which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The appIicabIe interest rates for 198Z through gO0~ ara: Interest Daily Interest Daily Year Rate Factor Year Rate Factor ~ ZOZ .0005q8 1988-1991 11Z .000301 1963 167. .000fi38 1992 97. . O00Zq7 19Bq 112 .000301 1993-199q 7Z . OO019Z 1985 137- .000356 1995-1998 9Z . O00Zq7 1986 IOZ .O00ZTq 1999 77. ,OOO19Z 1987 IOZ . O00Z7q ZOO0 77. .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID Interest Daily Year Rate Factor ~ 9X .O00Z~7 ZOOZ 6Z .O0016q 2003 5Z .000137 ZOOq ~Z .000110 X NUNBER OF DAYS DELXNI~UENT X DAXLY ZNTEREST 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 data shown on the Notice, additional interest must be calculated. ~EV-1470 EX (6-88) ' INHERITANCE TAX EXPLANATION COMMONVVEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG~ PA 17128-0601 DECEDENTS NAME FILE NUMBER WISE JR,JOHN F 2104-0258 REVIEWED BY ACN Kathryn Harbilas 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES J I Siblings are taxable at the rate of 12% for dates of death on or after 07-01-2000. ROW Page 1 BUREAU OF INDIVIDUAL TAXES IHHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG, PA 1712B-060! COMMONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX STATEHENT OF ACCOUNT EDMUND G MYERS JOHNSON ETAL PO BOX 109 ~.~ LEMOYNE PA 170~$ DATE 11-15-ZOOq ESTATE OF WISE JR DATE OF DEATH 02-18-2004 FXLE NUMBER 21 04-0258 COUNTY CUMBERLAND ;;!i~CN 101 Amoun~ Remi~ed JOHN F HAKE CHECK PAYABLE AND REHIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credi~ ~:o your account:, submi~ ~he upper portion of ~his for. wi~h your ~cex payment. CUT ALONG THIS LINE ~ RETAIN LOWER PORT'rON FOR YOUR RECORDS -~ ~'-' f ~ ~' '~ ~' '~ P~' '~' § ~'--'~ ...... '~ ;~' '~4~ ~ ~'A~ ~' '~' "~ ~'~ R~"~" ~'~ "~ ~0 ~ ' ' ~ ..................... ESTATE OF WISE JR JOHN F FILE NO. 21 04-0258 ACN 101 DATE 11-15-2004 TH'rS STATEMENT 'rs PROV/DED TO ADV'rSE OF THE CURRENT STATUS OF THE STATED ACN .rN THE NAMED ESTATE. SHO#N BELOW .rS A SUMMARY OF THE PR.rNCZPAL TAX DUE., APPL.rCAT'rON OF ALL PAYMENTS, THE CURRENT BALANCE, AND, 'rF APPL'rCABLE, A PROJECTED 'rNTEREST FZOURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-25-2004 PRINCIPAL TAX DUE: ............................................................................................... PAYMENTS (TAX CREDITS): 12,$81.81 PAYHENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) AMOUNT PAID 526.52 05-10-2004 06-22-2004 09-$0-2004 CDOO$gZ$ CD004077 CD004455 .00 .00 10,000.00 1,780.49 75.00 'rF PA'rD AFTER TH'rS DATE, SEE REVERSE S'rDE FOR CALCULAT'rON OF ADDITIONAL 'rNTEREST. ( 'rF TOTAL DUE 'rS LESS THAN $1, NO PAYMENT 'rS REqU'rRED. ZF TOTAL DUE 'rS REFLECTED AS A "CRED'rT" (CR), TOTAL TAX CREDIT 12,381.81 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 YOU HAY BE DUE A REFUND. SEE REVERSE S'rDE OF TH'rS FORH FOR 'rNSTRUCT'rONS. PAYNENT: Detach the top portion of thls 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 NILLS, AGENT. -- If NON-RES[DENT DECEDENT make check or money order payable to: COHHON#EALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, ehich was not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available online at mww.revenue.state.pa.us~ any Rag[star of Nills or Revenue District Off[ce, or from the Department's Z4-hour ansaering service for forms orders: 1-800-56Z-Z050; services for taxpayers eith special hearing and/or speaking needs: 1-800-447-50Z0 (TT only). REPLY TO: DISCOUNT: PENALTY: Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviam Unit, P.O. Box 280601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (SI) discount af the tax paid is allowed. The ISZ 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 (6Z) percent per annum calculated at a daily rate of .000164. Al! taxes mhich became delinquent an 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 ZOO4 arm: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z 2OZ .000548 1988-1991 llZ .000501 ZOOZ 9Z .000Z47 1982 16Z .000458 199Z 9X .000Z47 ZOOZ 6g .000164 1984 11Z .000501 1992-1994 7Z .O0019Z ZOO5 SZ .000157 1985 132 .000256 1995-1998 9Z .000Z47 2004 42 .000110 1986 lOX .000Z74 1999 7Z .O0019Z 1987 9Z .000Z47 ZOO0 8Z .000Z19 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (153 days beyond the date of the assessment. If payment is made after the interest computation data shown on the Notice, additional interest must be calculated. BUREAU OF INDTVTDUAL TAXES INHERITANCE TAX DTVTSTON DEPT. Z80601 HARRTSBURO.. PA 171Z8-0601 COHNONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEMENT OF ACCOUNT REV-I~D? EX AFP (01-OS) EDMUND G MYERS JOHNSON ETAL PO BOX 109 LEMOYNE PA 170q$ DATE 09-15-ZO0q ESTATE OF WISE JR DATE OF DEATH 0Z-18-200~ FILE NUMBER 21 0~-0258 COUNTY CUMBERLAND ACN 101 I Amoun~ Rem i'l:'l:ed JOHN F HAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure propBr credi~ ~o your account, submit: ~:he upper por~:ion of ~his fore wi~:h your ~ax payeen~:. CUT ALONG TH'rS L'rNE ~ RETA'rN LOWER PORT'rON FOR YOUR RECORDS REV-1607 EX AFP (01-03) ~ ZNHER'rTANCE TAX STATEMENT OF ACCOUNT ESTATE OF WISE JR JOHN F FILE NO. 21 0q-0258 ACN 101 DATE 09-15-200fi TH'rS STATEHENT IS PROVIDED TO ADVTSE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHOWN BELOW IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST F/GURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-Z$-ZOOq PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 1Z,$81.81 PAYHENT DATE 05-10-Z00~ 06-ZZ-ZO0~ RECEIPT NUMBER CD005925 CD00~077 DISCOUNT (+) INTEREST/PEN PAID (-) 526.32 .00 PAYMENT MUST BE MADE BY 11-19-Z00q~. ZF PAID AFTER THZS DATE, SEE REVERSE SIDE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUZRED. ZF TOTAL DUE IS REFLECTED AS A "CREDIT" {CR), AMOUNT o,o oo 1,7do. TOTAL TAX CRED'rT 12,306.81 BALANCE OF TAX DUE 75.00 INTEREST AND PEN. .00 TOTAL DUE 75.00 YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR TNSTRUCTIONS. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 1/10/2005 MYERS EDMUND G 301 MARKET STREET P O BOX 109 LEMOYNE, PA 17043 RE: Estate of WISE JOHN F JR File Number: 2004-00258 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 will become delinquent on: 2/18/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge STATUS REPORT UNDER RULE 6.12 Name of Decedent: JOHN F. WISE. JR. Date of Death: Februarv 18. 2004 2004-~ - &5~ - Admin No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rule, 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. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's Account is: c. parties of interest? Did the personal representative state an account informally to the Yes No X Executor was sole beneficiary of Estate LL. c)c. d. Copies of receipts, releases, joinders and approvals offormal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached cto this report. I..,'J . ~ate: Jahuary 18, 2005 (~,- 01 L.;::> C~:.1 <:::.:;0 c.....,: . L'... Cc:.: o::~'j C) EDMUND G. MYER JOHNSON, DUFFIE, 301 Market Street P.O. Box 109 Lemoyne, P A 17043 (717)761-4540 Capacity: TEWART & WEIDNER Personal Representative (x) Counsel for Personal Representative cP/