The URL can be used to link to this page

Home My WebLink About04-0001PETITION FOR PROBATE and GRANT OF LETTERS Estate of MACKLING, Bettv M also known as No , Deceased Soctal Security No 162224174 The petttton of the undersigned respectfully represents that Your petitioner(s), who ~s/are 18 years of age or older an the executors m the last will of the above decedent, dated May 02, 1996 and codicil(s) dated Register of Wdls for the County of Cumberland tn the Commonwealth of Pennsylvanta named Decedent was domtcded at death ~n Cumberland County, Pennsylvama, w~th h er last famtly or prlnctpal restdence at 93 Sh~eoensbura Mobile Estates. Shlooensbura Two. Shlppensburq, PA 17257 (hst street, number and munlctpahty) Decedent, then 75 years of age, dted 12/29/2003 at Chambersburq Hospital, Chambersburo. Frankhn Countv. Pennsvlvama Except as follows, decedent d~d not marry, was not dtvorced and dtd not have a chdd born or adopted after executton of the wdl offered for probate, was not the wct~m ora kdltng and was never ajudtcated incompetent Lero¥ Mackhno d~ed November 1. 2000 Decedent at death owned property w~th estimated values as follows (If dommded tn Pa ) All personal property $ 75.000 00 (If not domtcded ~n Pa ) Personal property m Pennsylvanta $ (If not domlctled ~n Pa ) Personal property in County $ Value of real estate m Pennsylvama $ s~tuated as follows WHEREFORE, petitioner(s) respectfully request(s) the probate of the last wdl and cod~cd(s) presented herewtth and the grant of letters testamentary thereon (testamenta~7, admmtstrauon c t a, administration d b n c t a ) 2118 Owls Cove Lane L~r~a J Hann 6/' Reston VA 20191 15515 Paxton Run Road Newburq PA 17240 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 'l COUNTY OF Cumberland j' SS The pet~ttoner(s) above-named swear(s) or affirm(s) that the statements tn the foregmng pet~tIon are true and correct to the best of the knowledge and behef of pet~ttoner(s) and that as personal represen- tauve(s) of the above decedent peuttoner(s) wdl well and truly admlntster the estate according to law Sworn to or affirme~l subscrtbed ~..-4~1 r~r'~o. (~ ~ before me this dayof / ~& ~ ~anuam200~,/~ ~ ~ J - ~ , 21-2003-0001 Estate of MACKLING, Betty M , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW January 2, , 2004 , in conmderaUon of the petition on the reverse sMe hereof, satmfactory i~roof hawng been presented before me, tT IS DECREED that the ~nstrument(s) dated 5/2/1996 described thereto be admmed to probate and filed of record as the last wdl of Betty d MACKLING and Letters Testamenta~ are hereby granted to Gary t Paxton and t~nda d Harm FEES Probate, Letters, Etc $ 11.5.00 Short Cemficates ( 4 ) $ 12.00 9.00 kq~u~Yal~OCP Fee x-Pages ( ~ ~ $ ~ $ TOTAL __ $ 146.00 Fded Jonuary 2, 2004 Attorney will pick up letters this mornJz~§ at 11:00 a.m. 01/02/04 MYERS, Fore~qf 18064 ATFORNEY (Sup Ct I D No) 137 Park Place West Sh~ppensburq PA 17257 ADDRESS 532 9046 PHONE h~s ~s to certify that the ~nformanon here g~ven ds correctly cop~ed from an original cernficate of death duly filed w~th me as Local Registrar The original cernficate wdl be forwarded to the State V~tal Records Office for permanent fihng WARNING: It ~s illegal to duphcate this copy by photostat or photograph. ~/Local Registrar P 9-450947 No Date COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · ¥[TAL RECORDS CERTIFICATE OF DEATH , BETTY M. HACKLING a Female ~ 162 -- 22 -- 4174 "December 29, 2003 ~ 75 v. : i ~3/17/28 ~Newville ,PA ~.~ ,,.Housekeeping Dept. · .~ Carlzsl? Hospital ~a ~} 8 o,*~*~ Widowed ;hippensburg. PA 17257 '~ ,mccoy Cumberland William Vau~hn Rhoda Cramer m,. L[nda J Hann ~O ~ .O~,~ 1/3/04 Law Office of FOREST N MYERS 10000 Molly P~tcher H~ghway Sh~ppcnsburg, PA 17257 (717) 532-9046 ** LAST WILL AND TESTAI"IENT ** I, Betty M. Mackhng, of R.D. 5, Sh~ppensburg, Cumberland County, Pennsylvama, revoke my prior wdls and declare th~s to be.my Last Wdl FIRST: PAYMENT OF EXPENSES. I d~rect that the expenses of my last dlness and funeral be pa~d from my estate as soon as may convemently be done. SECOND: BEOUEST- If my husband, Leroy Macklmg, survives me, then he shall he permitted to remain in my home for the term of h~s natural hfe so long as he shall keep the property repaired, pay all taxes and insurance and any mumc~pal assessments and utd~t~es In the event my husband fads to survwe me by thirty (30) days, I then g~ve, devm and bequeath all my estate whether real or personal property, tangible or intangible, together w~th all ~nsurance pobms thereon to my chddren, prowded they shall sumve me by thirty (30) days, m as nearly equal shares as potable, per shrpes THIRD: RESIDUE OF ESTATE- I g~ve, devise and bequeath all the rest, residue and remainder of my estate to my chddren, provided they shall sumve me by thirty (30) days, m as nearly equal shares as potable, per st~rpes FOURTH: PROTECTIVE PROVISION - To the greatest extent permitted by law, before actual payment to a beneficiary, no interest in income or principal shall be (I) assignable to a beneflcmry or (H) avadable to anyone having a claim against a beneflcmry. FIFTH: DEATH TAXES- All federal, estate and other death taxes payable on the property forming my gross estate, whether or not ~t passes under th~s wdl, shall be pa~d out of the pnmpal of my probate estate just as ~f they were my debts, and none of those taxes shall be charged against any beneflcmry Th~s prov~smn shall not apply to any property over which I have a general power of appointment for federal estate tax purposes. SIXTH: MANAGEMENT PROVISIONS - I authorize my Executors, as follows: A Retain/Invest: To retain and to revest m all forms of real estate and personal property, including common trust funds, mutual funds and money market deposit accounts and certificates of deposit, regardless of any hmitatmns ~mposed by law on investments by executors or any prmmple of law concerning investment d~vers~fmat[on; B Compromise: To compromise clmms and to abandon any property which, in my Executor's opmmn, ~s of httle or no value; C. Borrow: To borrow from and to sell property to my husband or others, and to pledge property as security for repayment of any funds borrowed, D Sell/Lease To sell at pubhc or prwate sale, to exchange or to lease for any permd of t~me, any real or personal property and to gwe ophons for sa!p.s, or leases, E Capital Changes: To join ~n any merger, reorgamzatlon, voting-trust plan or other concerted action of security holders, and to delegate d~scretmnary duhes w~th respect thereto, F D~stnbute' To d~stnbute ~n kind and to allocate spemflc assets among the benef~manes (including any custodian hereunder)m such proportions as my trustee may th~nk best, so long as the total market value of any benef[c~ary's share ~s not affected by such alJocatmn. These authoritms shall extend to all property at any t~me held by my Executors or my Trustee and shall continue ~n full force untd the actual d~stnbutmn of'all such property All powers, authomles and d~scretmn granted by th~s wdl shall be ~n add~tmn to those granted by law and shall be exercisable w~thout court authonzatmn SEVENTH: EXECUTOR- I appoint my L~nda .i. Harm, and Gary L Paxton, my chddren, Executors of my Wdl Nmther my Executor, nor any successor shall be reqmred to gwe bond IN WITNESS WHEREOF, I have hereunto set my hand and seal th~s ~ day of May, 1996 ..,.~.2~ ~. ~?..~_~_~ (SEAL) Betty ~. rvlackl;ng, Test~r,x In our presence, the above-named Testatrix s~gned this and declared it to be her wdl, and now, at her request and m her presence and m the presence of each other, we s~gn as w~tnesses: COMMONWEALTH OF PENNSYLVANIA : :SS COUNTY OF FRANKLIN : I, Betty M. Mackhng, having been duly quahfled according to law, acknowledge that I s,gned the foregoing instrument as my Wdl, and that I s,gned ~t as my free and voluntary act for the purposes therem expressed Betty I~. Mackhngl Testatr~ We, Betty M. Mackhng, the Testatrix ~n and the undersigned w~tnesses to the Wdl, the attached or foregmng ~nstrument, who have s~gned the ~nstrument, hawng been quahfled according to law do depose and say: {a) that I, the Testatrix, do hereby acknowledge that I s~gned the instrument as my Wdl, that I s~gned ~t wdhnoly and as my free and voluntary act for the purposes thermn expressed; and (b) that we, the w~tnesses, were present and saw the Testatrix s~on and execute the ~nstrument as her Wdl, that she s~gned ~t wdhngly and executed ~t as her free and voluntary act for the purposes thermn expressed; that each of us ~n the heanng and s~ght of the Testatrix s~gned the Wdl as w~tnesses and that to the best of our knowledge, the Testatrix was at that t~me mghteen or more years of age, of sound m~nd and under no constraint or undue ~nfluence. Subscribed, sworn to or affirmed, and acknowledged before me by the above-named Testatrix and by the witnesses whose names appear on this 2cLday of May, 1996 Betty~l~. Mackhng, TestatnxO~ CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent Betty M Mackhng Date of Death December 29, 2003 Estate No 21-04-0001 To the Register I certify that not~ce of beneficial ~nterest required by Rule 5 6(a) of the O,rphans Court Rules was served on or marled to the following beneficiaries of the above-captioned estate on /anuary 5, 2004 Name Address Gary Paxton L~nda Hann 2118 Owls Cove Ln Reston VA 20191 15515 Paxton Run Rd Newburg PA17240 Not~ce has now been g~ven to all persons entitled thereto under Rule 5 6(a) except None Forest N Myers, Esquire Attorney I D #18064 137 Park Place West Sh~ppensburg PA 17257 Phone 7175329046 Fax 717 532.8879 e-marl fnmyers@earthhnk net Capacity Counsel for Personal Representative September 20, 2004 Pennsylvania 17257 717/532-9046 Fax 717/532-8879 fnmyers@earthlink.net Register of Wills Cumberland County Courthouse One Court House Square Carlisle PA 17013 Re: MACKLING, Betty M PA REV 1500 PA No. 21-04-0001 Dear Ms Farner: Enclosed please find the original and two copies of the REV-1500 Inheritance Tax Return for the above-captioned estate, along with checks for the filing fee and inheritance tax due. Please return the file copy, time-stamped, to me in the enclosed self-addressed, stamped envelope. Sincerely, Forest N. Myers FNM/ash Enclosures £oo[~f'or ~ o~ ~ ~ug6 ~ www.lawofficeforestrnyers.com REV-1500 EX + COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY 2 1 -4~,"q 0 0 0 1 DECEDENT'S NAME (LAST, FrRST, AND MIDDLE iNITIAL SOCIAL SECURITY NUMBER I-- z Macklin,q, Betty, M 1 6 2 - 2 2 - 4 1 7 4 ILl ~ DATE OF DEATH (MM-DD~Year) DATE OF BIRTH (Mt~DD-Year) TNIS RETURN MUST BE FILED IN DUPLICATE WITH THE I.U REGISTER OF WILLS (~ 12/29/2003 3/17/1928 M.I (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER r~ ~u [] 1.OdginalRetum [] 2. SupplementalRetum [] 3. RemainderRetum Idsteoraeathpr~rto1213-82) ~ [] 4~LimitadEstate [] 4a. FuturelnterestCompromise(dateofdeatha~r12-12.82) [] 5~FederalEstateTaxRetum Required wo o [ a [] 6. Decedent Died Testate (At[ach cory of Will) [] 7. Decedeet Maintained a Living Trust (At,ch c~p~,ofTrust) -- 8, Total Number of Safe Deposit Boxes < [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death ~etwe~n 12-31-91 and I ~-95) [] 11. Election to tax under Sec. 9113(A) (A~ach Sch O) THIS SECTION MUST BE COMPLETED~ ALL CORRESPONDENCE AND CONFIDENTIAL TAX;iNFORMATION SHOUED BE DIRECTED TOi Z Z NAME Forest N Myers FIRM NAME (If Applicable) Law Office Forest N Myers TELEPHONE NUMBER 717.532.9046 ICOMPLETE MAILING ADDRESS 137 Park PI W Shippensbur.q 1. Real Estate (Schedule A) (1) 2. S1ocks and Bonds (Schedule B) {2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4, Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Prope~ (Schedule F) (6) ] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administra9ve Costs (Schedule H) (9) 10. Debts of Decedent, Uo~age Liabili9es, & Liens (Schedule I) {10) 11. Total Deductions (total Lines 9 & 10) 12~ Net Value of Estate {Line 8 minus Line 11 ) 13. Charitable and Govemmental Bequests/Sec 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) 143,,~0~,,58. 6, 6 11~871,78 4~747.86 (11) (12) (13) (14) PA~ 17257 oPP O.L ~J 150,204.24 16~619.64 133~584.60 133~584.60 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15, Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18 Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0.00 X (15) 133,584.60 X .045 (16) 0.00 X .12 (17) 0.00 X .15 (18) (19) 0.00 6,011.31 0.00 0.00 6,011.31 >> BE SURE TO ~NSWERAEE QUESTioNS ON REVERSE SiDE ~ND RECHECK MATH < < Decedent's Complete Address: 92 SME CITY Shippensburg Tax Payments and Credits: 1. Tax Due(Page 1 Line 19) 2. Credits/Payments A. Spousal Povedy Credit B. Prior Payments C. Discount I STATE PA I ZIP 17257- (1) Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty 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 I Line 20 to request a refund {4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 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 a. ratain the use or income of the property transferrad; ........................................................................... [] [] b. retain the right to designate who shall use the propedy 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 eccurred after December 12, 1982, did decedent transfer propedy within one year of death without receiving adequate consideration? ............................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decodent own an Individual Retirement Acoount, annuity, or other non-probete prapedy which contains a beneficiary designation? ....................................................................................................... [] [] 6,011.31 0.00 0.00 0.00 6~011.31 6~011.31 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Underpena~t~es~fperjur~pec~arethat~haveexaminedthisretum~inc~udingacc~mpanyingschedu~esandstatements andtothebestofmyknowedgeandbe ef, s rue. correc andcompee Declaration of preparer other than the personal represen a ire is based on al nformation o wh ch preparer has any knowledge. SIGNATURE OF PERSON RESPONSmBLE FOR FLUNG RETURN ~/'~ ~..~/./.~ c/y~?,~: ADDRESS Linda/--,l~ann Gary L Paxton ~/ ' ' -; 15515 Paxton Run Rd, Newbur,cj PA 17240 2118 Owls Cove Ln, Reston VA 20191 SIGNATURE OF.r~PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS 137 Park PI W Shippensbur,q PA 17257 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 ara 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 steppamnt 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(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. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Law Offic~ of FOREST N'. MYERS lOOOO Molly ~r Hi.way S~g, PA 17257 ~1~ 532-~ * * LAST WILL AND TESTAMENT * * I, Betty M. Mackling, of R.D. 5, Shippensburg, Cumberland County, Pennsylvania, revoke my prior wills and declare this to be my Last Will: FIRST: PAYMENT OF EXPENSES. I direct that the expenses of my last illness and funeral be paid from my estate as soon as may conveniently be done. SECOND.' BEQUEST- If my husband, Leroy Mackling, survives me, then he shall be permitted to remain in my home for the term of his natural life so long as he shall keep the property repaired, pay all taxes and insurance and any municipal assessments and utilities. In the event my husband fails to survive me by thirty (30) days, J then give, devise and bequeath all my estate whether real or personal property, tangible or intangible, together with all insurance policies thereon to my children, provided they shall survive me by thirty (30) days, in as nearly equal shares as possible, per stirpes. THIRD; RESIDUE OF ESTATE- I give, devise and bequeath all the rest, residue and remainder of my estate to my children, provided they shall survive me by thirty (30) days, in as nearly equal shares as possible, per stirpes. FOURTH: PROTECTIVE PROVISION - To the greatest extent permitted by law, before actual payment to a beneficiary, no interest in income or principal shall be (I) assignable to a beneficiary or (ii) available to anyone having a claim against a beneficiary. FIFTH: DEATH TAXES- All federal, estate and other death taxes payable on the property forming my gross estate, whether or not it passes under this will, shall be paid out of the principal of my probate estate just as if they were my debts, and none of those taxes shall be charged aoainst any beneficiary. This provision shall not apply to any property over which I have a general power of appointment for federal estate tax purposes. SIXTH: MANAGEMENT PROVISIONS - I authorize my Executors, as follows: A. Retain/Invest: To retain and to invest in all forms of real estate and personal property, including common trust funds, mutual funds and money market deposit accounts and certificates of deposit, regardless of any limitations imposed by law on investments by executors or any principle of law concerning investment diversification; B. Compromise: To compromise claims and to abandon any property which, in my Executor's opinion, is of little or no value; C. Borrow: To borrow from and to sell property to my husband or others, and to pledge property as security for repayment of any funds borrowed; D. Sell/Lease: To sell at public or private sale, to exchange or to lease for any period of time, any real or personal property and to give options for sales or leases; E. Capital Changes: To join in any merger, reorganization, voting-trust plan or other concerted action of security holders, and to delegate discretionary duties with respect thereto; F. Distribute: To distribute in kind and to allocate specific assets among the beneficiaries (including any custodian hereunder) in such proportions as my trustee may think best, so long as the total market value of any beneficiary's share is not affected by such allocation. These authorities shah extend to all property at any time held by my Executors or my Trustee and shall continue in full force until the actual distribution of all such property. All powers, authorities and discretion granted by this will shall be in addition to those granted by law and shall be exercisable without court authorization. ~ EXECUTOR- I appoint my Linda 3'. Hann, and Gary L. Paxton, my children, Executors of my Will. Neither my Exe~.u~r, nor any successor shall be required to give bond. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~ day of May, 1996. Betty ~. Mackling, Test~rix (SEAL) In our presence, the above-named Testatrix signed this and declared it to be her will, and now, at her request and in her presence and in the presence of each other, we sign as witnesses: COMMONWEALTH OF PENNSYLVANIA : :SS COUNTY OF FRANKLIN : I, Betty M? Mack ng, having been duly qualified according to law, acknowledge that I signed the foregoing instrument as my Will, and that I signed it as my free and voluntary act for the purposes therein expressed. Betty ~ Macklingl TeStatr~ We, Betty M. Mackling, the Testatrix in and the undersigned witnesses to the Will, the attached or foregoing instrument, who have signed the instrument, having been qualified according to law do depose and say: (a) that I, the Testatrix, do hereby acknowledge that I signed the instrument as my Will, that I signed it willingly and as my free and voluntary act for the purposes therein expressed; and (b) that we, the witnesses, were present and saw the Testatrix sign and execute the instrument as her Will, that she signed it willingly and executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses and that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Subscribed, sworn to or affirmed, and acknowledged before me by the above-named Testatrix and by the witnesses whose names appear on this 2cLday of May, 1996. Betty~A~. Mackling, TestatrixO~' Wit~ness REV-1508 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Macklino. Bettv. M 31 40 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2 3 4 5 6 8 9 10 11 12 13 14 Citizens Bank ...5772 Checking acct no. 6100795772 Date of Death Balance of $11,242.99 less outstanding checks not cleared of $780.55 M&T Bank ...5340 Checking acct no. 950295340 1997 Commodore Genesis 28'x60' Mobile Home on rented lot. Sold by realtor 08/31/2004 ($40,000.00 less costs of sale) per HUD sheet attached Erie Family Life Insurance Co, annuity number 333-191 AIG, annunity number AN201766 value as of August 06, 2004 AIG, annunity number AN203035 value as of August 06, 2004 M&T Bank IRA no. 035004201718680 M&T Bank IRA no. 035004201718698 M&T Bank IRA no. 035004201718705 M&T Bank IRA no. 035004201718713 Plymouth Voyager, 1997 Miscellaneous personal property Adams Electric Cooperative, patronage refund 10,462.44 29274.37 38,065.64 17,818.57 5,571.96 20,389.63 6,153.35 2,744.52 3,258.44 711.53 8,000.00 450.00 508.13 TOTAL (Also enter on line 5, Recapitulation) $ 143,408.5~ (If more space is needed, insert additional sheets of the saree size) A. HUD-I UNIFORM SETILEMENT STATEMENT B. Type of Loan 1 ~] FHA 2. [] FmHA 3. [] Conv. Unins. 6. File Number: 17. Loan Number: la. Mortgage Insurance Case Numbs 4J--IVA S. •Conv. Ins. J I I C. NOW~]~ Th's form f,m,;~,he~ a eta!smear of settlement costs Amounts pa d to and by me se ement agent are shown. Items marked '~,,~- paid outside the closing, they are shown for informational purposes and are not included in the totals. D. Name & Address of Borrower: LINDA F~ KANE O. Property Location: Shippensburs, Pa. 17257 5. Name, Address & TIN of Seller: ?~' SM~ 101· C~,;,a~ sales price 40,000.0o 102. Fa, au,,,; Property 108. City/town taxes 8/31/04 to 6/30/05 486.23 107. County taxes 8/31/04 to 12/31/04 54.41 108. Assessments to 110. 111. 112. 113. 120. Gross Anlount Due from Borrower 200. Amounts Paid by or In Behalf of Borrower · 201. Deposits or earnest money 202. Prfoctpal amount of new loan(s) 203. Existfr~,loan(s) taken subject to 204. 209. AdJustmente for Items unpaid by seller 500.00 =. Name & Address o1 Lender: 4. Settlement Agent:I ~aiihamer real Estate, lnc K. Summary of Sell 400. Gross Amount Due to Seller: I 401. Contract sales pnce 402. Personal Property ¢03. ¢04. t05, Settlement Date: hdjustmenta for items paid by seller In advance 106. City/town taxes 8/31/04 to 06/30/05 107. County taxes 8/31/04 to 12/31/04 t08. Assessments to 109. to ~20. Grose Amount Due to Seller 10O. Reduoflons in Amount Due to Seller: 40,000.00 501. Excess deposit (see instructions) 502. Settlement charges to seller 0ina 1400) 503. Existing loan(s) taken subject to 504. Payoff of first mortgage 205. 505. Payoff of second mortgage 206. 506. 207. 507. 208. 508. 509. Adjustments for Items unpaid by seller 210. City/town taxes to 510. City/town taxes to 211. County taxes to 511. County taxes to 212. Assessments to 512. Assessments to 2t3. to 214. 215. 515. 216. 516. 486.23 54.41 4~540.64 500.00 217. 218. 219. 220. Total Paid By/for Borrower 513. to 514. 517. 510. 519. 120. Total Reduction Amount Due Seller 2,475.00 2,475.00 SOO. Cash at 8etttament To/from Seller 501. Gross amount due to seller (line 420) t02. Less reductions in amount due seller (line 5201 t93, Ca~sh [~ 1o I lYrom Seller 40,540.64 2,475.00 38,065.64 30t. Gross amount due from borrower (line 120) 40,540.64 302. Less amounts paid by/for borrower {line 220) 500.00 303. Cash [~ from Irt°e°r,.°.,,,r 40,040.64 Substitute Form 1099 Seller Statement The information in Blocks E, G, H, I & line 401 (or, if line 401 is asterisked, tine 403 and 404) is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a relum, a sanction will be imposed on you if this item is required to be reported and the IRS determines that it has not been reported, If this real estate Is your principal residence, file For~l 2119, Bale or Exchange of Principal Residence, for any gain, with your Income tax return-, for other transactions, complete the applicable parts of Form 4797, Form 6252 and/or Schedule D {Form 1040). YOU are required to provide the Settlement Agent (named above) with your correct taxpayer identification number, if you do not provide the Settlement Agent with your taxpayer identification number, you may be subject to civil or criminal penalties Imposed by law. Under penalties of perb~y, I certify that the number shown on this statement Is my correct taxpayer iden65caSon number. ~ '//Z (Selifir's g Seffieme~ Cha~es 700. Total Sales/Brokers Commission: (based on price) Division of Commission (l~ne 700} as follows: 701. 702. Errort Bookmark not defined. 703. Commission_paid at Settlement to Sailh~c ~ 704. ~ctlon with Loan 801, Loan O~_~_nation Fee 802. Loan Discount % 803. A~praisel Fee 804. Credit 805. Lender's Inspection Fee 806. Mo ~g~g.e Insurance App~ 807. 808. oog. Commonwe~l~F~ 8 f O~ ee_~e~s~Fee $ 25.00 Paid from Funds at Settlement Paid f~om Sellers Funds at Settlement 811. 812. 813. Settlement Fee,~al Estate 814, 900. Items Reflu~lmd by Lender to Be Paid In Advance gO~. Interest from fo ~02, Mo~fnsurar~ce Premium for 903. Hazard Insurance Premium for 904. 905. 1000, Reset'es Depo__lltad with Lender 1001. Hazard insurance 1003. C ro taxes 1004. Coun ro taxes 1007. months to years to years to perdsy ~ per month ~ per month ~ per month months per month months ~r month ~ per month Rerease 00. Total Settl~ls Number Transfers to Lines 103 & 5 CER13FICATION ~v~eea~eee~d:~~nt ~lst ~ nesn ta ca~odnt.~ Ihe be~t of my know~edge and belief il/aa true and accurate statement of ell receipts and REV-1509 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Macklin(]. B~tW, M 21 40 0001 If an asset was mede joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Sarah E (Mackling) Cederlund granddaughter B Heather V Cederlund c Linda J Hann 15515 Paxton Run Rd Newburg PA 17240 granddaughter daughter JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOINTLY-HELD RFAL ESTATE, VALUE OF ASSET INTEREST DECEDENT'S INTERE~, 1. ,A. 11/1994 M&T Bank; Certificate of Deposit no. 031003914674344 1,796.93 50. 898.4' 2 B 10/1996 M&T Bank; Certificate of Deposit no. 031003914679336 1,772.29 50. 886.11 3 C 04/1992 Orrstown Bank; Certificate of Deposit no. 30048193 10,022.08 50. 5,011.0, TOTAL (Also enter on line 6, Recapitulation) $ 6~795.6f (If more space is needed, insert addif~onal sheets of the same size) ~OOg/g/6 i~ou l! ~ ~ -mqIooI NSIN/aou *tll tll~oiq dn-docF'~d 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 Forest N Myers Law Office 137 Park Place West Shippensburg, PA 17257 Phone (888) 502-4349 F~x (302) 934-2955 January 20, 20~4 Re: Estate of Betty M. Mackling Social Security: 162-22-4174 Date of Death: December 29, 2003 Dear Mr. Forest N. Myers: Per your inquiry dated January 05, 2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: I. Type of /lccount ~tccount Number Ownership (Names Opening Date Balance on Date of Death Accrued Interest Total 2. Type of Account Account Number Ownership (Names Opening Date Balance on Date of Death Accrued Interest Total Ceraficate of Deposit 031003914674344 formerly 87009100002623 Betty M Mac]ding Sarah E Mac]ding 11/21/94 $1,795.06 $ 1.87 Certificate of Deposit 031003914679336 formerly 87009100057681 Betty MMac]ding or Heather V Cederlund 10/17/96 $1,768.75 $ 3.54 .~.~-~?~ ............................................... 7)epe of Account Account Number Ownership (Names Opening Date Balance on Date of Death Accrued Interest Total Type of Account Account Number Ownership (Names 099 Opening Date Balance on Date of Death Accrued lnterest Total Checking Account 950295340 Betty M Mackling 07/27/00 $29,274.37 $ 10.23 IRA 035004201718680 former& 87000027127002 Betty M MacMing Linda J Harm, Beneficiary Gary L. Paxton, Beneficiary 02/06/85 $6,132.60 $ 20.75 ..................................................... $6,153.35 Type of Account Account Number Ownership (Names o]) Opening Date Balance on Date of Death Accrued Interest Total IRA 035004201718698 formerly 87000027127003 Betiy M Mackling Linda J Hann, Beneficiary Gary L. Paxton, Beneficiary 08/14/86 $2,741.05 $ 3.47 -'~¥,~7t7C~ ............................................... Type of Account Account Number Ownership (Names Opening Date Balance on Date of Death Accrued Interest Total 7)~e of /lccount Account Number Ownership (Names OFening Date Balance on Date of Death Accrued lnterest Total IR~ 035004201718705 formerly 87000027127004 Betty M Maclding Linda J Hann, Beneficiary Gary L. Paxtor~ Beneficiory 10/13/88 $3,243.52 $ 14.92 $3,258 44 035004201718713 formerly 87000027127005 Betty M Mac/ding Linda J Harm, Beneficiary Gary L. Paxton, Beneficiary 02/06/90 $ 768. 55 $ 2.98 $771.53 For further account information, closures and/or relrebureement of funds please call the Walnut Bottom Office at # 7t7-532-2414. Please be advised, there was no safe deposit box found for the above decedent. Sincerely, Nancy Clagett Records Management TO: Law Office Forest N Myers 137 Park Place West Shippensburg, PA 17257 FROM: ORRSTOWN BANK P.O. BOX 250 SHIPPENSBURG PA 17257-0250 RE: ESTATE OF Betty M Mackling DECEASED DATE OF DEATH: December 29, 2003 IT IS HEREBY CERTIFIED THAT THE ABOVE NAMED DECEDENT HAD, ON THE ABOVE DATE, THE FOLLOWING ACCOUNTS WITH ORRSTOWN BANK: (1) CHECKING ACCOUNTS DATE OF DEATH ACCOUNT NO. TITLE OFACCOUNT DATE OPENED PRINCIPLE & ACCRUED INTEREST SAVINGS ACCOUNT ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED DATE OF DEATH PRINCIPLE & ACCRUEDINTEREST (3) CERTIFICATES OF DEPOSIT ACCOUNT NO. TITLE OF ACCOUNT DATE OPENED 30O481 93 Betty M Mackling 4/30/92 ~ Linda J Harm-Beneficiary DATE OF DEATH PRINCIPLE & ACCRUED INTEREST 10,000.00 22.08 Date: 1/6/04 By: Timothea Customer Service Operator \, P.O. BOX 2~o SHIPPENSBURG. PA 17257 TEL. ~717~ 532-6114 Septemb~ 8, 2004 Forest Myers FAX #: 717-532-8879 Re: ConUact #: A~01766, AN203035 Deceased: B~ty Macklin Myers: Thank you for your rccentino, airy~eganling thc refm-enced annuity contract. It is our pleasur~ to bc of service to you. The vaine of contractAzN2Ql 7~ ~mlI)~nb~r 29, 2003j was $5~$7i ,96, and for contract Alq203035 was $20,389.63. Should you have_ - ..... ' .- ~ ' -_ further assistance, please co~iact our Clicut Care Center by using our toll gee ntunbcr of 1-800-424-4990. ~n Aus-ZT-04 10:Siam ;ro~-Northrop Grum~an ?03 976 4304 T-666 P.0OZ/00Z F-$90 ERIE FAMILY LIFE INSURANCE COMPANY ANNUITY STATENKNT ]FOR PERIOD ENDING 08/06/2004 A~TT~.. G~LRY L PAXTON ~i 333-191 IlgTgr 08-26-1993 TAX ~: 169~73~1 SDT~'~'q~ VALUI~ ~q OF 08/06/200~, IS 096.85. $~17,822.09 $0.00 $0.00 S251,87 $O. 00 ZNTF.~T RATE ,LllrOEXITION: ERIE FI2ilLY LIFE COHPOONDS ZIiT~q~$T DAILY TO YIELD T~ AHNIIAL £FFECTIVE RATE(S) SHOHN BELOW. Th~ CREDITED INTEREST RA~E FOR FUNDS ON DEPOSIT ~I~ I]tEIR SIXTH ANI) SUBSEQU~N~r POLICY .Y~S IS ~ IlNI~ GU~' ~TI AS OUTLINED YO~ ~ITY C~T~. ~T ~TE IS 4.00I ~ T~ ~TB ~OU~ TEN~ POLiC~ Y~ ~D 3.~0% FOR ~L SUBSEQUENT POLICY YE~S. FOUR GI~,T REASONS TO tt~t/~.~N JU~UI~Y WIX ~E~z~ FAMiLY LIFE: llOlt~ INCOME; YOUR .RE~IRF. J~ENT HILL .BE HORE-I~JOYA~LE bI~TH ADDII~IONAL INCOHE. ~Ifl,~RIOR S~]t¥ICEoV~'~' u~ ,~iE PROUDLY UPHOLD A TRADITION OF SUPERIOR SERVICE SINCE FOR INQUIRIES CONTACT Alt .~DIIIITy CIISTOIiF. R ~RVICE R~PRESENTATIVE AT 1-800-1~58-0811, ~T. 3302 OR YO~ AC~T, C~' L. C~ I~u~CE LEC. REV-15tt EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Macklinci. Bettv, M 21 40 0001 Debts of decedent must be reported on Schedule ]. ITEM NUMBER DESCRIPTION AMOUNT 2 3 4 9 10 11 12 13 14 FUNERAL EXPENSES: Fogelsanger-Bricker Funeral Home, funeral bill Gary Paxton, Reimbursement for grave opening and catering Wayne Harm, Jr., Reimbursement for catering Wayne Hann, Jr., Reimbursement for misc. funeral related expenses ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative {s) Social Secud'~ Number(s}/EIN Number of Pemonal Representative(s) Street Address City State Year{s) Commission Paid: Attorney Fees Forest N Myers, Esq. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation} Claimant Zip Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Cumberland County Register, Petition, short certs, JCP fee Filing Fee, Inheritance Tax Return Accountant's Fees Tax Retum Preparers Fees Helen Runshaw, Income tax prep. Chris Hann, printing flyers for sale of Mobile Home Laura Cederlund, LPN, home nursing care Cumberland Valley EMS, transport Chambersburg ALS, paramedic intercept Chambersburg Hospital, final medical Cumberland Law Journal, advertise estate News-Chronicle, advertise estate 6,719.36 570.00 220.00 55.64 1,500.00 167.00 47.00 2500 1,440.00 435.00 491.08 42.20 7500 84.50 TOTAL (Also enter on line 9, Recapitulation) $ 11,871.78 (If more space is needed, insert additional sheets of the same size) REV-1512 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES & LIENS ESTATE OF FILE NUMBER Macklina. Betty. M 21 40 0001 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2 3 4 5 6 7 8 9 10 11 12 13 Barry Negley, Tax Collector, Shippensburg Township property taxes Barry Negley, Tax Collector, school taxes David L Kirby & Son, property maintenance Nationwide Insurance, Home/Fire insurance premium Sprint, telephone svc Shippensburg Mobile Estates, lot rent Adams Electric, electric svc Lehman Carpet Cleaners, carpet cleaning Creamer Oil Company, fuel oil Bedford Oil Company, fuel oil Aetna Life Insurance, insurance premium David Barrick, lawn maintenance Chambersbur9 Hospital, medical services 162.94 585.73 795.54 217.00 56.19 1,636.38 232.00 115.54 253.52 185.09 276.42 196.00 35.51 TOTAL (Also enter on line 10, Recapitulation) $ 4,747.86 (If more space is needed, insert additional sheets of the same size) REV-1513 EX + (9~qm COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Macklin NUMBER 2 Il. 1. Betty. M NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS include outright spousal distributions, and transfers under Sec, 91 6 (a) (1.2)] Gary L Paxton 2118 Owls Cove Ln Reston VA 20191 Linda J Harm 15515 Paxton Run Rd Newburg PA 17240 FILE NUMBER 21 40 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) son daughter 0001 AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART Il - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 50.00 50.00 (If more space is needed, insert additional sheets of the same size) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF [N~)IVIDUAL TAXES DEPT 280601 HARRISBURG, PA 17128 0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX(11 96) NO. CD 004414 MYERS FOREST N ESQUIRE 137 PARK PLACE WEST SHIPPENSBURG, PA 17257 ........ fold ESTATE INFORMATION: SSN: 162-22-4172 FILE NUMBER: 2104-0001 DECEDENT NAME: MACKLING BETTY M DATE OF PAYMENT: 09/22/2004 POSTMARK DATE: 09/22/2004 COUNTY: CUMBERLAND DATE OF DEATH: 12/29/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $6,011.31 REMARKS: TOTAL AMOUNT PAID: $6,011.31 · ' SEAL CHECK# 1032 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Law Of/ice Forest N Myers 137 Par[ Pt V,/ ~ SlfiPPemb~rg P3_ 17257 Cumberland County Courthouse 1 Courthouse Square Carlisle PA 17013 I"'lll',,lll,,,.,ll,,ll,l,,i,i C~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 180601 HARRISBURG, PA 17118-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOT/CE OF /NHERZTANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTKONS AND ASSESSMENT OF TAX FOREST N MYERS F N MYERS LAW OFFICE 157 PARK PL W SHIPPENSBUR$ PA 17257 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN RE¥-IS4? EX AFP (09-04) 11-15-200q HACKLING BETTY M 12-29-2005 210q-O001 CUMBERLAND 101 Amoun~ Rami~ed I HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HACKLING BETTY MFZLE NO. 21 Oq-O001 ACN 101 DATE 11-15-Z00~ TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS=. APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~a (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~narship Zn~eras~ (Schedule C) ($) q. Mor~gagas/No~as Receivable (Schedule D) (q) $. Cash/Bank Deposits/Misc. Personal Propar~y (Schedule E) ($) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assa~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expanses/Ada. Costs/Hist. Expanses (Schedule H) (9) 10. Dab~s/Nor~gage Liebil/~ias/Lians (Schedule I) (10) 11. To,al Deductions 1~$~08.58 6~795.66 .00 .00 NOTE: To /nsure proper .00 crad/t ~o your account, .00 subm/~ ~ha upper portion .00 of ~h/s form wi~h your ~ax payment. (8) I1,871.78 12. 13. lq. NOTE: ASSESSMENT OF TAX: 15. Amoun~ of L/ne lq at Spousal ra~a (15) 16. Amount: of L/ne lq ~axabZa a~ L/neal/Class A ra*a (16) 17. Amoun* of Line lq a* S/bl/ng re*® (17) 18. Amoun~ of L/ne lq ~axabla a~ Colla~caral/Class B ra~e (18) 19. Principal Tax Due TAX CREDITS: PAYMENT DATE 09-22-200q q,7q7.86 (11) Na~: Value of Tax Re~urn (12) Charitable/Governmental Bequests; Non-alac~:ad 9113 Trusts (Schedule J) (13) Ne~: Value of Es~a~:a Subject: ~:o Tax (lq) :If an assessment was issued previously, 11nas 14, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. RECEIPT I ' "~Z$COUNT NUMBER t KNTEREST/PEN PAID (-) CD00qqZq .00 150,20q.2q 16.619.6q 135,58q.60 AMOUNT PAID 6,011 TOTAL TAX CREDIT I 6,011.31 BALANCE OF TAX DUEI .00 ZNTEREST AND PEN. I .00 TOTAL DUE / .00 ( KF TOTAL DUE KS LESS THAN $1, NO PAYMENT ~S RE~UKRED. ZF TOTAL DUE KS REFLECTED AS A "CREDIT" (CR}, YOU MAY BE DUE A REFUND. SEE REVERSE SKDE OF THKS FORM FOR KNSTRUCTKONS.) KF PAKD AFTER DATE ~NDKCATED, SEE REVERSE FOR CALCULATKON OF ADDKTKONAL INTEREST. .00 155,58~.60 · O0 X 00 = . O0 155,58q.60 X Oq5= 6,011.51 · O0 x 12 = . O0 · O0 x 15 = . O0 (19)= 6,011.31 18 and 19 w111 RESERVATION: Estates of decedents dying on or before December 12, 19BZ -- 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: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (TZ P.S. Section 9140). PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on tho reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Xnharitanca and Estate Tax" (REV-iSIS). Applications ara avaiXable online at www.revenue.state.pa.us, any Register of Hills or Revenue District Office, or from the Department's Z4-hour answering service for forms orders: 1-800-56Z-ZOSO; services for taxpayers with special hearing and/or speaking needs: 1-800-447-50Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisaent, allowance or diselloeanca of deductions or assessment of tax (including discount or interest) as shown on this Notice may object within 60 days of the date of receipt of this notice by filing Dna of the following: A) Protest to the PA Department of Revenue, Board of Appeals. You amy object by filing a protest online at www.boardofappaals.state.pa.us on or before the expiration of the sixty-day appeal period. In order for an electronic protest to be valid, you must receive a confirmation number and processed date from the Board of Appeals websita. You may also send a written protest to PA Department of Revenue, Board of Appeals P.O. Box ZSIOZ1, Harrisburg, PA X71Za-IOZ1. Petitions may not be faxad. B) Election to have the matter determined at the audit of the account of the personal representative. C) Appeal to the Orphans' Court. ADNIN- XSTRATXVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Xndividual Taxes, ATTN: Post Assessment Review Unit, P.O. Box 280601, Harrisburg, PA 17128-060! Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-ISOX) for an explanation of administratively correctable errors. DISCOUNT: If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: 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, tho first day after the and of the tax amnesty period. This non-participation panaXty 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: Interest is charged beginning with first day of delinquency, or nine (9) months and Dna (1) day from the date of death, to the date of payment. Taxes which became delinquent before January X, 198Z bear interest at the rata of six (SI) percent per annum calculated at a daily rate of .000164. All taxes which became deXinquent on and after January l, 19aZ 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 1962 through 2004 ara: Interest Daily Interest Daily Interest Year Rate Factor Year Rate Factor ~ ZOZ .000546 ~'~'8-1991 llX 1984 llZ .00050I 1995-I99~ 7Z ,000192 1985 15Z .000~56 1995-1998 9Z .000Z47 1986 1aZ .000Z74 1999 7Z .O00XaZ 1987 IOZ .O00ZT~ 2000 7Z .O00XaZ --Xnterast is calculated as INTEREST = BALANCE OF TAX UNPAID Daily Year Rate Factor 2005 5Z .000137 2004 4Z .000Il0 X HUNBER 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. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF IIlM'IIDIMliYfARFlCE (,;: INHERITANCE Ta)(.-'nNistrtlN'-..I '~il II PO BOX 280601 r~[('::':.::'_:" ' HARRISBURG PA 171~a~D601 NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLOHANCE OR OISALLOHANCE OF OEOUCTION~, ANO ASSESSMENT Of TAX ON JOINTLY HELO OR TRUST ASSETS RH-1S48 EX AFP (l2-0~1 2D05JAN 14 Pt1 3: 38 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN'DC ACN 01-17-2005 HUTZELL 12-10-2003 ~- \~~\ CUMBERLAND 192-34-6921 04105359 MARY C C' EO"'" ('" L X:t\ I,)j- 00011 '" I" C "l"'T ill -h,\;j .JL )i~. i LE~!\r~' D'~It.,SOIf/, 502 MOUNTAIN VIEW RD SHERMANSDALE PA 17090 Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER DF WILLS CUMBERLAND CO COURT HDUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ... RE-Y=iS4-i-Eif-AFP--rol-:031------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-17-2005 ESTATE OF HUTZELL MARY C DATE OF DEATH 12-10-2003 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 192-34-6921 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANC~D JOINT OR TRUST ASSET INFORMATION ACN 04105359 FINANCIAL INSTITUTION: BANK OF LANDISBURG ACCOUNT NO. 700011578 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE 12-17-2001 X 70,611.30 0.166 11,768.79 .00 11,768.79 .12 1,412.25 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 01-25-2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 1,412.25 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 26.12 TOTAL DUE 1,438.37 . IF PAlO AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( eR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) 'S,\L "1-- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU oFFm~\lGA.~C-r:m OF INHERITANCE "ytsli,ilt .'-'r 1 PO BOX 280601 ,'_j .,:' " ',I i. ' HARRISBURG PAjr71z6~06ni ' NOTICE OF INHERITANCE TAX APPRAISENENT. ALLOHANCE OR OISALLOHANCE OF OEOUCTION~, AND ASSESSNENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548EXAfPC12-041 2005JMJ I t; PH 3: 38 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 01-17-2005 HUTZELL 12-10-2003 <:l"\ - \ ~~ \ CUMBERLAND 192-34-6921 04105358 Allount Rellitted MARY C 01 n'" 0- \...._t:-j\ ~;- ORPj-!!\\..]'S COUP: II@J'llFM'Ili:.'ilust 276 SLED DR SHERMANSDALE PA 17090 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CD CDURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ... RETAIN LOWER PORTION FOR YOUR RECORDS ... RE-y=isiri-Ex--AFii-[oi-=o31------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-17-2005 ESTATE OF HUTZELL MARY C DATE DF DEATH 12-10-2003 COUNTY CUMBERLAND FILE NO. S.S/O.C. NO. 192-34-6921 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 04105358 FINANCIAL INSTITUTION: BANK OF LANOISBURG ACCOUNT NO. 700011578 TYPE OF ACCOUNT: () SAVINGS ( ) CHECKING ( ) TRUST (Xl TIME CERTIFICATE DATE ESTABLISHED 12-17-2001 x 70,611.30 0.166 11,768.79 .00 11,768.79 .45 529.60 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 01-25-2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 529.60 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 9.79 TOTAL DUE 539.39 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. I ~ ""'<.- COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE '*' BUREAU OF .-. . '. ,,(.)~~K~.iCE OF INHERITANCE TA"r t,st;dJil.., ". (' POBOX Z80601 ~-i'i,"-' :.,.., . HARRISBURG PA 17 t8~0601 - NOTICE OF INHERITAHCE TAX APPRAISEHENT. ALLoHANCE OR DISALLoHANCE OF DEDUCTIoN~, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REV-1548 EKAFP U2-64) 2GQ5 Jf,)1 Il, hi 3: 38 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 01-17-2005 HUTZELL 12-10-2003 ,N - \ ~\) \ CUMBERLAND 192-34-6921 04105357 Allount R.ld tied MARY C CLe,,,! (, J ct-,:\ )i" OR-' 1"'1'" "r" Ir'l 1;..I(',,'~-"!" ,) ',,:'.,):.,",n. LE~U" r .., , n 'WIlsoN'" 502 MOUNTAIN VIEW RD SHERMANSDALE PA 17090 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 ~ RE-Y:is4-i-EX--AFP--[oi-:03i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-17-2005 ESTATE OF HUTZELL MARY C DATE OF DEATH 12-10-2003 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 192-34-6921 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 04105357 FINANCIAL INSTITUTION: BANK OF LANDISBURG ACCOUNT NO. 068498438 TYPE OF ACCOUNT: ()() SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 12-17-2001 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 32,065.43 0.166 5,344.35 .00 5,344.35 .12 641. 32 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." X TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 01-25-2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 641. 32 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 11.86 TOTAL DUE 653.18 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FoRH FOR IHSTRUCTIoNS. I ~:'>~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE *' BUREAU OF IiliiM. ~(tf)~m::E OF INHERITANCE T-A~'JU~~i:6A., ,-,~. (' PO BOX 280601 f-il---' _',1,'--. , :' : : . HARRISBURG PA In~ft.:.060r' u NOTICE OF INHERITANCE TAX APPRAISEMENT. ALLONANCE OR DISALLONANCE OF DEDUCTION~, AND ASSESSMENT OF TAX DN JOINTLY HELD OR TRUST ASSETS REV-1S48 EX.lFP [12-04l ZOQ5 j,C,il Il; p;', 3: 38 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN'DC ACN 01-17-2005 HUTZELL 12-10-2003 0'-1- \<.:\~\ CUMBERLAND 192-34-6921 04105356 MARY C CI'''''' c,r tTX\ jr OR'="'i.;'I'c; 1"(',1 PT I \ I ."~,I' 'oJ _,j'__'" L , IREl!Ji' :'MCLOlfsEfJi 276 SLED DR SHERMANSDALE PA 17090 Allount RSlliited 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 ... RE-Y=is4-i-EX--AFP--Coi-=03i------------------------------------------------------------------------------------ NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 01-17-2005 ESTATE OF HUTZELL MARY C DATE OF DEATH 12-10-2003 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 192-34-6921 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 04105356 FINANCIAL INSTITUTION: BANK OF LANDISBURG ACCOUNT NO. 068498438 TYPE OF ACCOUNT: (~SAVINGS ( ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 12-17-2001 X 32,065.43 0.166 5,344.35 .00 5,344.35 .45 240.50 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 01-25-2005 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 240.50 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 4.45 TOTAL DUE 244.95 . IF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CRI, YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I <:~,:<; 'L 2nd - ~vo\C-.~ Glenda Farner Slrasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S, Sohonage, Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: 23 10/4/2004 BettY M Madding 21-04-01 FORESTNMYERS ESQ 137 PARK PL W J, SHIPPENSBURG, PA 17257 120.00 Total $120.00 Qty 1 Fee Description Additional Probate Fee Total: $120.00 decks should be made payable to the Register of Wills. TelTI1S: Net 30. Please return one copy of this invoice with your payment. Thank you. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 11/15/2005 MYERS FOREST N ESQUIRE 137 PARK PLACE WEST SHIPPENSBURG, PA 17257 RE: Estate of MACKLING BETTY M File Number: 2004-00001 Dear Sir/Madam: It has corne 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. I, for decedents dying on or after July I, 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: 12/29/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~ L..~~,.r GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge .. . . .. Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 NameofDecedentj3~~ 'Q..d1~Y\'{/ Date ofDeath 10.- / ~ 9/ ~ 6 Estate No.: 7)#Lf~ \ 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 wYether administration ofthe estate is complete: Yes 0. No 0 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 person~presentative file a final account with the Court? Yes 0 No M b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personalftpresentative state an account informally to the parties in interest? Yes IY1 No 0 c. Copies of receipts, releases, joinders and approval of fOffi1al or infoffi1al accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. c, Signa: ? 0 ~est iJ ~u) N\3~ PtA.r~ P\ C) ~'PpetU6lA.('o PA Address ~{=t. ~3~. o;f/><fb Date: ~ c\~~ >'''': Telephone No. Capacity: 0 Personal Representative [R Counsel for personal representative ~b