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Home My WebLink About04-0259 PETITION FOR PROBATE and GRANT OF LETTERS Estate of ~uretta G. Wills No. ;2/~ o4-~S9 also known as ,G'<<.rO\.lrI'llf' 1-\/.11-<- To Register of WIlls for the Deceased County of C':llmb..rl "nn In the SocIal Security No 172-24-Q102 Commonwealth of Pennsylvama The petItIon of the underSIgned respectfully represents that. Your pel1tlOner(s), who Is/are 18 years of age or older an the executnr named In the last Will of the above decedent, dated March 9 ,2ML and codlcll(s) dated (state relevant Circumstances, e g renuncIation, death of executor, ete) Decendent was domIcIled at death In Cumberland County, Pennsylvama, wIth I h pr last famIly or pnnclpal resIdence at R 0 1 North Hr.lnnvpr ~t:rppt. I Borouah of Carlisle (hst street, number and munclpahty) ~ / 90 March 11 2004 - 'Decendent, then years of age, dIed , , at_ -("rJrliR"lp- Reglonal Mp.dical r.p-nt.pr . Excepias follows, decedent dId not marry, was not dIvorced and dId not have a chIld born or adopted after executIon o'f the WIll offered for probate, was not the VIctIm of a kllltng and was never adjudIcated Incompetent ~ - Decendentlflt death owned property WIth eSl1mated values as follows: (If dOfillciied In Pa ) All personal property $ 90,000.00 (If not domIcIled In Pa ) Personal property In Pennsylvama $ (If not domIcIled In Pa ) Personal property In County ~(':' "T1~ Value of real estate In Pennsylvama $Oil' g sItuated as follows ::l "'. ~Q \'T' en l~) ..J ...." "" _.~." rn. ,-.. OJ (, = m('() "., ~ "- c~ I', _ WHEREFORE, pel1l1oner(s) respectfully request(s) the probate of the laSt WIll-llPd codicj!(s) p,"'ented herewIth and the grant of letters t."f'ltament" ry 0'" =" (testamentary. admInistration c t.~. tldmmlstiiion d b n~ fa) theron :u I~~' :-: v;- u )>.~ W -t. , Cl j., Robert E. Nallor, Jr ~~'I/I~ij ~~ 948 Hummel Avenue 0:" ~g Lemoyne. PA 17043 ~= ~~ 1r~ 50 " c '" on OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA l COUNTY OF CUMBERLAND J SS . -' The petll1oner(sf above-named swear(s) or affjrm(s) that the statements In the foregOIng petItIon are true and correq,to the best of the knowledge and beltef of petltloner(s) and that as personal represen- tauve(s) of the-at/ov!; dicedent petlllOner(s) WIll well d truly admInIster the estate accordIng to law. -, - : " , ~ to or~ ,aff - "" '""""'" { '" e thIS ~ , day ot .;;; ;, '- - " i: ~ er ~ No. ..21- 0&..\ -..1.59 Estate of Mar::ruretta G. Wills ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ff'o.x-c..n \, 7'00<./ ,In conSIderatIOn of the petItIOn on - the reverse sIde hereof, sattsfactory proof haVIng been presented before me, IT IS DECREED that the Instrument(s) dated March 9. 2004 descnbed thereIn be admItted to probate and fIled of record as the last will of Marguretta G. Wills and Letters Testamentary , areherebygrantedto Robert E. Nailor, Jr. .' - ~ , , ....- ",. ...._~ v "- ......-.' -",- ~ ~_ ~w -r...oL::-..._' '\,. .'-... / -'-- ...... - ........., , ''''l "-'" < - . '}.., .... Register of Wlus'P-r:.. I' ~... ....,-'-,..... ~ FEES Probate, Letters, Etc $2a:> 00 Andrew C. Sheely. Esquire Short Cert;f-;;'ates( ) $ C. l) D A TTOR.llEY (Sup Ct t D No) h. \'2- P.O. Boxq~.127 S. Market Street Rc"uu..ul.viU-v...... ~ $ 00 Mechanicsburg, PA 17055 .d<Lt' $ 10-. 00 ADDRESS .. TOTAL_st16\-('q~ (717) 697-7050 FIled 3- " -c'-f PHONE " -;. --..v_ .::. ;:.....1 \ ,.-~ " (' - " .). ,.. I ......... \. ..,,-./ - - ~ --------- REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS ..2'-o4-~SG ANDREW C SHEELY, ESQUIRE and BECKY M KNISELY, (each) a subscnblng witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they were present and saw MARGURETI A G WILLS, the testatnx, sign the same and that they signed as a witness at the request of testatnx In her presence and In the presence of each other Sworn to or affirmed and subscnbed before ~t/ C-)J~ me this J j-h (Name) 7 day of ~2004 10t U <=/1 -1 "^ c f. M..Ld,t"^'l L- L P.A-- , i~a&~ (Address) 17V~S-- .. , ~ f), UI1~ l'tJ.v -' '~. .I..ttj ........4 t, "rl';'~ 1 l (Name) .;:..! ;:':':',,-':(1 ~:. KATHLEEN A SHEELY - f....--.^'i.. ::;~< :::'::~ ~t. NotoryPubllc <}0l7 l/J-vf)pr..-lik.I11.Re.J'l:1/l2t('.b-/z<.?""PA ;;:-1'" /' :- ,../ - CITY OF MECHANICSBURG c:1 _ ?...:. ~: , -": ~ CUMBERLAND COUNTY /765'> ~:2~ "..,. ,'-: My Commission Explres 17.2007 (Add~~) . :D ~....L --'"'- _'::J _~ := ~ is? :Om ..... ( ": '~.': :::s ;n" (jJ a -........1 /' '~"::- ... cr !. co (') 't' / '" .. ....... -" en \ .:.. .:... -;;, ',.. '>' REGISTER OF WILLS OF <Keyboard> CO!J~:TY ~ iiHl , , OATH OF NON-SUBSCRIBING WITNES;S~ _ ~?; c' -....J .-:.., ~~" ),'! -:..::: () . :l::l ~n .. () -..... ~- (i) (j -' - <Keyboard>, '1J L.: _ . 0; 0 :x:;-~ w - according to law, depose~s) and say(s) that <Keyboard> familiar With t signature of <Keybo >, testat<Keyboard> of (one of the subscnblng witnesses to ) the wll odic II presented herewl and that <Keyboard> the signature on the willi codicil IS the handwntlng of < best of <Ke oard> knowledge and belief ed and subscnbed before me this <Keyboard (Name) <Keyboard>, 200<Key (Address) .. ~- '""'~"'~"JA~~ TAi~l~d~"""~- ."~1 \\\,,\.\lIlJd'll 'l.'''' ..",..- . 1111,. : YJ33H2 A 1'13< IhlA.A I ,\ " ". "" ..~ ;.." '\'~ ...~/-'~~ ~ 3'lduG ymfol,1 ."'. ~, (j 'J""" I ,~<hJR?:>IIHI ;::nl\il -;0 Y!I::J ;:: _"'::"~l.. l;.' ..~ .... ~, '. : .....,.-:. \ YTvllJO:; aY'AJ~Jl,MU':> J J..,; t:- .-~>:= ~ ~O\"\~.\f q3C' tUllq>.=t nm....irra,c:) 'tM \ :-:, - t'j _ ~ ~ ~. 'II.~'''''$'~''''''''''~'''''.:''''''''''''''_''-''''''~' . ~-"i: .. .....,,:' :.. ..;- I ~ ::. .... .....~t / ,.....:..... .:;:- , \~' "II...,,, '. '...~ - ~ t" ....;:: . '.!' - .... '" J ~.... ') ,~~\ ,-. " '1\\ '- Hl05805 REV 9/86 This IS to cernfY that the Informal1on here given IS correctly copied from an onglllal cernficate of death duly filed with me as Local Registrar The onglllal certificate will be forwarded to the State VIral Records Office for permanent filIng WARNING: It IS illegal to duplicate thiS copy by photostat or photograph. Fee for thIS certIficate, $2 00 ",jA.tf fJItl . a. ~ / ~ ;}rr1f Local RegIStrar p 10039902 CfhlJUl), /5. do-n1 / No Date ------- --- --------------~---- ---------- ------ ---------- ---~-------._-- all ~ -. g =xli?? ::::l'l' ::s 3'- (DO r:;r,' coo ~ () - ~ ::x (I) a. .._~; ~ = fij (I) P) (~I ::c :::J::" ~a. Q. c' - CO :I -.J r-) rt: -~ ,,:t'A 0 ~ <.1 '"' COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT Of HEALTH. VITAL RECORDS g ,,:a> 'i\O~ 0311.. 2117 - (7;0 CERTIFICATE OF DEATH :1JC W .\P~FI1"'T SJAli~";.l?..;} - '" NAI.IEOFOECEOENTlhsr_''''''1 '" SOCIAl SECUIlIT'l' tlU..lIEIl OAlfOFOu,rHMCNI> 0..'-_1 Pi;lI..AroENr BlACKlNK Marguretta Gerald1ne IFemale J 172 - 24 - 1 , "'GEll...lIo"""~1 UNOtRITEAR UNOfAIIlA7 DIRINPI.ACE'C......"" f'V,l;E~lll:ATH!C'-"............ _....""""'"""-~ -.. ! Dlyo -I.......... ::J\oJ.""e'"'9I'l.oo,*y) ~"'~ 90 v,. r Newv~lle, PA __0 E~..",~ .':~iylO . - COU"IrYOF~H FAC..rT'f_I"""'....~II'....._....."'""""'. RACE A-,<OII_~ &10.0:.. WI'>II. _ ,,,,",,,, .. Cumberland k Carl~sle Center ,. Wh~te IllCEOE"IlSUSUAlOCCUFIOJIOH K1"1DOI'BUSINESSiINOUSTIlY I.IARITAlSTATlJS......ood SURV,y,NQSI'OUSE 1~':..~J;";''':.'"'::::'.l:'i' ~ _..IoIIf.....W_ '"-~..."""""""""'.. "- --- Assembly Worker 1111 Manufactur~n II 4"'~'1 II W~dowed ... OECE[)(NTSIolAlllNGAOORESS(Sloool~sa..rogCooo) lll:CEOENTS IrcO-...__... 801 North Hanover street ACTUAl U.SI..oI. ~ - RESIOEt4CE - Carl~sle, PA 17013 --- Cumberland MO' " ~-- -' Irrlac:....-=-=OI Carl1sle , ,~ ::tuOAs'rl~y(tlmiCt1'tz IoIOTtuOA SNA.WE if.. 101_ ,",-Suo_ "p INFOOMANr S NAl.IE (T~pWPrIr1lj lNFClfIMAH18MAl1.INQADDAE$SlS11MlCfyfb,wnSlaiooZogCoGol ~ Rotert Na~lor _ 948 Hl.lImlel Avenue WClNOOOI'DlSPOSITlON DREOFDISPOSlTlON 1UCE000llISPOSI1'ION M.-OIc-.yc........"., , Cq/Tooon SUlIl",CcldII ~ c,__O _._Sl...D o.~_l ._- non.,,,,,,l] Otho< fSpoo:;ly~ 0 l,cRolling Green Cemetery ... " ... SIGNATlJR o~ NEFlASE EEORPERSONACTlNGASSUCI4 HAME~AOO#\ESSOl'FACll.rrv ( / ,. LICI:N$E_A //;.? 1- I .. '" UI'\UITI f""..__..........""""l*CaI...._"" .."'l'M'__..~Ia..... ,..,..- -. 0d>0f~""_~1O_"" L..""'Y....""..........".... :__..n ""'......""'.......~_W>.....PAATt \ ,--- fuI'71//L."'tJ />o/l..1'IL- , " , AlV I OUElO\ORASACClHSfOUO"CEClFl: [: , DUEIDlOAASACClNS{OUENCEOf) , I OUErolC>>lASACONS(OUENCEOf). I Wt:REAUlOf'SYFlNIlINGS IMNNEROf'OEATN DAJfOf INJUItY TIWiOf'INJUflY OESCRIBENOW'NJORYOCC\jRREO _lAIlI.EPRlOAro (101"".,0.1_1 COUPI.€TlONClFCAU6t: _.. ;@1 -.- 0 ~~~ 0 _0 -- --- 0 _0 _0 -- 0 Co.IIll_bo...,.""","" o I'LACEOf'IJo<JURY ....__.....lICIO>y.__ ,~ buoldongOlC,Spo<.") B ,~ CIRTIFItAICh'.k"""0001 ~_... CI'HII'YIHGI'HYSlClANIPI>,~<..ory.'IIc.ousor"<lo""_""-""''''''''''''Il'''''''''''O<I<lo_''''''<'''n"",'''''''n'J) 0 fo.....bo...t...~llnOwloo<tllo ....._c__........owl.IOlld.................... " llCENSEN I'ROt<OUNCINC...,.OCIIHIFYINGPt<YSICIAN(f'h...,......"',"''''''''''.."'Ii''"._,..'''<I,''''V.'It'"c""",e'"..", T.,I>. bo.,.t my kno,,'.dg. d....lhocc....od 111ho..... dol. >ndpl..,. "nddo.... _"""lal."" "'.n~".. ,,",... 1oI10lCU U.AloIlHIERlCORONEA Otl<l'l.ball...I........lI'Iallonondl...lnwullg._ lnmyop,n...n dUlhocc"".d..,h.u.... d.,. ......pIAC. ..>4..".IGlh.U""I'IAnd 0 ,.. m.~~.. ...,.,ed Lab.6LJ,g M d..rch /~ ..20-o'{ .--- - -- - I . - .:2.1- o,,-~ LAST WILL AND TESTAMEN1]Q g :IJffil ='x- <DO cr , r.oo t'D () :3: w~ OF -.... ..; ~~! I J = -+ . ;0 ro (, -. 0.. " , ~ ~o --J :::~ MARGURETTA G. WILLS ~ ;;;:0 J ~=(U ~ iJlo :i~ \: W " ~ -- Cl I, MARGURETTA G. WILLS, of 801 North Hanover Street, CarlIsle, (North MIddleton TownshIp), Cumberland County, Pennsylvama, make, publ1sh and declare thJS as and for my Last W1l1 and Testament, hereby revoking all other Wills and COdICIls heretofore made by me FIRST. I dIrect that all mheritance, estate, transfer, succeSSlOn and death taxes, as well as my Just debts and funeral expenses, of any kmd whatsoever, whlCh may be payable by reason of my death, shall be paId out of the pnnClpal of my estate as the same can convemently be done SECOND. I glVe, deVlse and bequeath all the rest, resIdue and remamder of my estate of whatever nature and wherever SItuate, mcludmg any property over whIch I hold power of appomtment and together Wlth any msurance pol1Cles thereon, as follows (a) Twenty-flVe percent (25 %) thereof unto my son, DON- ALD L. NAILOR, of Mechamcsburg, Pennsylvania, proVlded that should DONALD L. NAILOR predecease me, I glVe and bequeath hIS share unto hIS Issue, share and share ahke, and If there be a faIlure of same, then I gIve and bequeath his share to my surviVlng chIldren and grandchdd ~ named herem, and (b) Twenty-five percent (25 %) thereof unto my daughter, , . - JOYCE E. BUCHER, of Mechamcsburg, Permsylvama, provided that should JOYCE E. BUCHER predecease me, I gIVe and bequeath her share unto her Issue, share and share alike, and If there be a failure of same, then I give and bequeath her share to my sUfVlving children and grandduld named herem, and (c) Twenty-five percent (25 %) thereof unto my daughter, ELEANOR J. EICHELBERGER, of Dunedm, Flonda, proVIded that should ELEANOR J. EICHELBERGER predecease me, I give and bequeath her share unto her Issue, share and share ahke, and If there be a failure of same, then I grve and bequeath her share to my sUfVlvmg chil- dren and grandchild named herem, and (d) Twenty-five percent (25 %) thereof unto my grandson, ROBERT E. NAILOR, JR., of Lemoyne, Pennsylvania, proVIded that should ROBERT E. NAILOR, JR. predecease me, I grve and bequeath hiS share unto his Issue, share and share ahke, and If there be a failure of same, then I give and bequeath hiS share to my surviVIng children named herem THIRD In addItIon to all powers granted to them by law and by other proVISIOns of thiS WIll, I grve the fiducIanes actmg hereunder the followmg powers, apphcable to all property, exerCisable Without court ~ approval and effective until actual dlstnbutIOn of all property ~ (A) To sell at pubhc or pnvate sale, or to lease, for any penod ~ of tnne, any real or personal property and to grve options for sales, ex- 2 I . - changes or leases, for such pnces and upon such terms (indudmg credit, WIth or WIthout secunty) or condItIOns as are deemed proper ThIS mdudes the power to give legally sufficIent instruments for transfer of the property and to receive the proceeds of any disposition (B) To partition, subdiVlde, or Improve real estate and to enter mto agreements concenllng the partitIOn, subdlVlsIon, Improvement, zonmg or management of real estate and to Impose or extinguIsh restnc- tIOns on real estate (C) To compromise any daun or controversy and to abandon any property wluch IS of httle or no value. (0) To mvest m all forms of property, mduding stocks, common trust funds and mortgage mvestment funds, WIthout restnctlon to llwestments authorized for Pennsylvama fIduClanes, as are deemed proper, WIthout regard to any pnnciple of dJVerSIfIcatlOn, nsk or prodUCtlVlty (E) To exercise any optIOn, nght or pnVllege granted m msurance pohCles or mother mvestments I (F) To exerCIse any electIOn or pnVllege gIven by the Federal and other tax laws, mdudmg, but not necessarily bemg l1l11lted to, personal mcome, gift and estate or mhentance tax laws (G) To make dlstnbutlOns to my herem named benefIclanes ~ m cash or ill kind or partly 111 each ~ (H) To borrow money from themselves or others m order to pay debts, taxes, or estate or trust admmistratlon expenses, to protect or 3 - - Improve any property held under my will, and for Investment purposes (I) To select a mode of payment under any qualified retire- ment plan (pensIOn plan, profit shanng plan, employee stock ownership plan, or any other type of qualified plan) to the extent proVided for by the plan or the law FOURTH I nominate and appomt ROBERT E. NAILOR, JR., Executor, of thiS, my Last Will and Testament. In the event of the death, resignation or mablhty to serve for any reason whatsoever of ROBERT E. NAILOR, JR., I nominate and appomt DONALD L. NAILOR, Executor, of thiS, my Last Will and Testament I direct that mv - Executor and his successor shall not be reqUired to post secunty or a bond for the perfonnance of their duties In any junsdlCtJOn IN WITNESS WHEREOF, I have hereunto set my hand and seal to thiS, my Last Will and Testament, thiS f day of March, 2004 1f1=rf' -,O/7Lf r~ ~cit -u/Yd~ (S EAL) MARGURETTA G. WILLS 4 , . ". SIgned, sealed, pubhshed and declared by the above-named Testa- tnx as and for her Last WIll and Testament m our presence, who, at her request, m her presence and m the presence of each other, have hereunto subscnbed our names as attestmg witnesses 701 w/J/J"'- C'f. ;Jt~ct,4?,<:rt,1' fA- ffidJ{l~ Address 17 o~~ Name q;n V/r, 'fY1<D '~;)' il>>,~ In f/2:~tf Address ,41-f71 - Nam / 5 ANDREW C. SHEELY ATTORNEY AT LAW Telephone: (717) 097-7050 127 Scuth M,nkd Street F I x: (717) ()l)i -iOnS P.O, Box qs MechiHlicsLurg, \\'ll!lsylv,miil 17055 June 9, 2004 Register of wills Cumberland County Courthouse Carlisle, PA 17103 RE: The Estate of Marguretta G. wills No. 21-04-0259 Date of Death: March 11, 2004 Dear Register of wills: I represent the Estate of Marguretta G. wills. Enclosed is a check made payable to "Register of wills - Agent" in the amount of $4,347.00, same constituting a prepayment on account of pennsylvania inheritance taxes in the above-captioned estate. Your time and consideration in this matter is greatly appreciated. please forward a receipt of this payment to me as is your standard custom. s, ANDREW C. ACS/bmk Enclosure c: RobertSE Nailor, Jr. , Executor Hand Delivered C\ I " .-=j ''OJ' ? " .~ . -..J ..._~ COMMONWEALTH OF PENNSYLVANIA REV-1162 EX( 11,96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 2B0601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004025 NAILOR ROBERT E JR 948 HUMMEL A VENUE LEMOYNE, PA 17043 ACN ASSESSMENT AMOUNT CONTROL NUMBER u______ fold -._------- -------- 101 I $4,347.00 ESTATE INFORMATION: SSN: 172-24-9102 I FILE NUMBER: 2104-0259 I DECEDENT NAME: WILLS MARGURETTA G I DATE OF PAYMENT: 06/09/2004 I POSTMARK DATE: 06/09/2004 I COUNTY: CUMBERLAND I DATE OF DEATH: 03/11/2004 I I TOTAL AMOUNT PAID: $4,347.00 REMARKS: ROBERT E NAILOR CHECK# 6 INITIALS: VZ SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6(a) NAME OF DECEDENT: Marguretta G. Wills, also known as M. Geraldine wills Date of Death: March 11, 2004 will No. 259 Estate No.: 21-04-0259 To the Register: I hereby certify that Notice of Beneficial Interest required by Rule 5.6(a) of the Orphans Court Rules was served or mailed to the following beneficiaries of the above-captioned Estate on March 22, 2004. DONALD L. NAILOR Son 5340 OXFORD CIRCLE APT # 45, QUINCY BUILDING ,'",' , MECHANICSBURG, PA 17055 r-' .jS:, JOYCE E. BUCHER Daughter 130 CAMBRIDGE DRIVE MECHANICSBURG, PA 17055 -.....;. .'-"'-, ELEANOR J. EICHELBERGER Daughter " .. 1000 MCLEAN STREET "-.'j DUNEDIN, FLA 34698 ...rl - ROBERT E. NAILOR, JR. Grandson 948 HUMMEL AVENUE LEMOYNE, PA 17043 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE ~ Date: June 18, 2004 PA ID NO 62469 P.O. Box 95 127 S. Market Street Mechanicsburg, PA 17055 717-697-7050 Counsel for Personal Representative, Robert E. Nailor, Executor Estate of Marguretta G. Wills, a/k/a M. Geraldine Wills V""'- COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRIS8URG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004313 NAILOR ROBERT E JR 948 HUMMEL A VENUE LEMOYNE, PA 17043 ACN ASSESSMENT AMOUNT CONTROL NUMBER ____nn fold ---------- -------- 101 I $85.97 ESTATE INFORMATION: SSN: 172-24-9102 I FILE NUMBER: 2104-0259 I DECEDENT NAME: WILLS MARGURETTA G I DATE OF PAYMENT: 08/27/2004 I POSTMARK DATE: 08/27/2004 I COUNTY: CUMBERLAND I DATE OF DEATH: 03/11/2004 I I TOTAL AMOUNT PAID: $85.97 REMARKS: PNC BNK CHECK# 8 INITIALS: CP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS . REV.' 5eO EX {S-OO) REV-1500 *' COMMONWEALTH Of PENNSYLVANIA . DEPARTMENT OF REVENUE INHERITANCE TAX RETURN FILE NUMBER DEPT. 280601 21 04 0259 HARRISBURG, PA 17128-0601 - RESIDENT DECEDENT ----- COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I- Wills, Marguretta G. 172-24-9102 Z W DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE C W 03/11/04 01/15/14 REGISTER OF WILLS () ._"'--'---~--- W (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER C w ~ 1. Original Return o 2. Supplemental Return o 3. Remainder Return (d"e of cea,o pdor to 12-13-82) I- :.::~Ul o 4. Limited Estate o 4a. Futu,e Interest Compromise (dale of death after 12.1U2) o 5. Federal Estate Tax Return Required uC:::':: wn.u J:oo o 6. Decedent Died Testate (An,co copy Of Will) o 7, Decedent Maintained a Living Trust (At,co copy of Trust) 8. Total Number of Safe Deposit Boxes uC::-' n.m - n. o 9. Litigation Proceeds Received o 10. Spousal Poverty Credit (d'" ofdea:h belwoen 12.31,91 and 1-1-95) D 11. Election to tax under Sec. 9113(A) (Ataco Seo o) <C I- mli'l1,~,i.'Ii$.f3~'1"ONi"I!l.!ilil~ljlj.~~~ll.~II!J~,i~,~I~I_.lii~~~~.g!i~.i!lI.miit;:_iiNI!!.I.~iQtlI!illi'l1~I!JI4I;),.'BI$.Q)1 "';_imp.; z COMPLETE MAILING ADDRESS w NAME c Andrew c;_~!:1eely, Esquire z 0 n. FI RM NAM E IIf Applicable) Ul Andrew C. Sheely, Attorney at Law w c:: c:: TELEP"IiO-NE NUMBER 0 u (717) 697-7050 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule OJ (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 110,014,50 Z (Schedule E) :0 0 C:) 6. Jointly Owned Property (Schedule F) (6) C) ~ o Separate Billing Requested c) ." .~ -I (7) ) ::> 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property .__ J .~; .'t-,. I- (Schedule Gar L) ) a::: 8. Total Gross Assets (total Lines 1-7) (8) 1~~b14.50 <( U 6,194.31 ' " W 9. Funeral Expenses & Administrative Costs (Schedule H) (9) .; 0 ex: 225.81 - 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11 Total Deductions (total Lines 9 & 10) (11) 6,420.12 12. Net Value of Estate (Line 8 minus Line 11) (12) 103,594.38 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 103,594.38 SEE INSTRUCTIONS ON REVERSE SIDE FOR ~PPLICABLE RATES Z 15. Amount of Line 14 taxable at the spousal tax 0 ~ rate, or transfers under Sec. 9116 (a)(12) x .0 _ (15) 103,594.38 x _0 ~ (16) 4,66175 ~ 16. Amount of Line 14 taxable at lineal rate ::> a.. 17. Amount of Line 14 taxable at sibling rate x .12 (17) ::IE 0 18, Amount of Line 14 taxable at collateral rate x .15 (18) () g 19. Tax Due (19) 4,661.75 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT ~,.;,\.; iil.IaIIR~j~~lfll~~!:Mll1l\(!~.\F , REV-1508 EX+ (6-98) . SCHEDULE E COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN PERSONAL PROPERTY RESIDENT DECEDENT '... ESTATE OF MARGURETTA G. WILLS 2 1 - 0 4 - 0 ~4J ~UMBER 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 l. PNC Bank Checking Account #5003914046 Principal balance at date of death $ 89,134.26 Accured interest $ 6.19 Date of Death balance 89,140.45 2. Internal Revenue Service Refund 422.00 3. Personal Property - at the time of death, decedent was a resident of the Carlisle Church of God Home and had personal contents with no value. 0.0 4. Refund from The Church of God Home 3,820.50 5. Refund from The Church of God Home 6,772.15 6. Refund from The Church of God Home 665.46 7. United States Treasury Survivor Annuity - 1,178.32 death benefit paid on death of James E. Wills, date of death February 17, 2004 8. Federal Employees' Group Life Insurance - 8,015.62 death benefit paid on death of James E. Wills, date of death February 17, 2004 TOTAL (Also enter on line 5, Recapitulation) $ 110,014.50 (If more space is needed, insert additional sheets of the same size) MRY-17-2004 19:43 PNCBANK 412 768 3458 P.01/01 10 PNCBAN< , .... : I , I May 18,2004 i Andrew C Sheely scp Attorney at Law 127 S Market St , PO Box 95 I Mechanicsburg, PA 17055 I ! , , RE: Estate of M Geraldine Wills (Deceased) SSN: 172-24-9102 DOD: 03-11-2004 Dear Mr, Sheety: In response to your request for Date of Death balances for the customer noted above, our records show the following: CheCking Account Account#5003914046 Established 04-18-2002 M GERALDINE Wll..LS CHURCH OF GOD HOME DOD balance: $89,134.26 + $6.19 accrued interest Please note that this office only provides date of death balances for deposit accounts (IRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any of these items, please call1-888-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch office. i Sincerely, I I I ~a.~ I I I I Helen A Cozad ! 1-800-762-1775 P7 -PFSC-04-F 500 First Ave, 4lh Fl CIF Member FDIC Pittsburgh PA 15219-3128 TOTAL P. 01 --......--~-.., III'. 0..... " ..... ,. <:";:;'.'..'I'~'; . ". '~:.>.;~.' ..... .'.'" .I..~~.' '..' ""'1*1:'.': ' ~';.'':;'>'il :.'. .'\.:...., /''W :ijf : ". .'/ ."'d' ....~.. ..'!. .Iit. . . w J '.. ...... ':. .:. rn. ." . .:1). '. '....p. .. .' ... '1..' ''3. . ,.... , H' . " ""'4:' .....; .' 'r" ~.:>4 r """1,.,.'. ~ i .1 S. . . t"iQ0t".!.... t"~O()t'j ... .~ .t>"-,.,Ol 0.. tr::11l!>t"-.CJ1 . .~o/:O!G ~5000~ ~.., i.... ...ti;....~... ..... ..3 '. ~'.. n~. ><.' r:s ::0.....0.3... C:. i '. ... ...t'!! 2:01:'1 to. ....0. ~'. t'1~O ~< .. ...~..i..:,.I.h'j 'Vol 0..... . .. ",1.:xI.'" ~ 'i-." o :J;:i. ..tl..~... '" ' '. . . ~ ('j O;J:l tr". 0-:1. . ':'..' rz .~. U-J ,'. ",." ". .. . . 'Sf :Ill t:r:l U-J I-'~: . l:'j ~.::r:: IP ...~.......~.. J......,i......i... ~....g~, o. IP -.J. <:. ~ .~.... ~ ':4...~..~..~. l;5l;111HJi r" ..... Ot':lH G1 :z: __. "'" fP4l>o~'t-'c::.: ~ ~ Jt1 '.~~ IP jl). Zt" c: ~ ~ Q ..D '4J::~;~ ~.' . .' t: ~ $J . ~" ..0 w ~~iH~.~ i. t:. '~.., :S ". '@" nJ" .',' "3 . w :: ~ Q r ~ lJi) ~ ~ .' . .. ~ ..:t/ lj z ~t:I .. 5tl I::l a I' '.... ~ ~ = . ;;;= :'. e: (j) ao ::. ~ ~ 0 o .t"' g.... ~.' 0 t"' ..... .~.:. U-J t'" f.rj U-J l:-' I tIrJ 00 ~ m " : 2:. ~ o I ~ 0 . ~ ru ....a ru n ~ ..D * ~ 0 "' ~ ~ * ~ "' ~ .. * - ::. *' .. U1 * 0 ~ , U1 ~ o ....... 0 g. 8. ~ 8 l ~ t ~ r l..... r'" r ~ r.. ~ ~ ~ m r . r ) ~ ... ~ - ..0 ..0 = - . . % -- Z o 0 "J}'I ~ . {/} ~ ~ . ~ ..... ?l.i 0.. we. :; ~.. 0...... --.J. In ~ eN 00 ~ In at. CN -.I .......0') N ~ .........0") N ~ en 0 ~ d'1 ~ 0 (.Q U1 0 <D V1 "'" No"", _ _ ..;1>1." , > L~~; 1 !" :,",I"r", ..- .. ... "...~ , f ..' .. .. .... .. .__..._~__ _ ._._ '"0 ....'8; o~il ~h r -- III ;;: I '- Ql Q) ... r: I I >QlQl oEIO 1 I u....r; .0.... I.J In... nI .>t.Ql~ Or. 0.... Ql -IIIQ) lOr:;.. r: .9 .2 .- .... 0. c:JE ~,gW Dc 0 J:: 0'- III, U lQ I- ....-010 c! Z ~QlQl W E~.s CI :E >-r:... -i >- ~:JO e ct. '" >- , ... .- ~-5 CI 0. J:: '" - .......Q) I: t- 0-0 ,- it ~t1ii -; W ;..1IIr. ca Z O'~ 0 . - W 0. E ... CO E 8 .!1 ~ CI e- X Q)-or.~ e t- :O~otll .- ct. E-oQlc ... CI W 5SEQl - r - o .... u.',;:; E \ Q) :E "';"Ql~ "1::1 I I 'II-.~..c'';:; 'iij :l o:=;....Ql 1 I (/) r.~"i;ja:: Q) Q. m .!1 .!!1 ~ In I .\ ... - :E -oo~~ Q) :l ~~~.Q t ...J +-' 0. 0. ... ...c ;..E Q) u.. 0 Ql:':::w Q) o QlE~n; (I) I- ~~lij~ z \3 .~ -0 -g ~ W ~a::~u. :E ....~o~ w C,_ 0.... ~ ~~:a; t- ~(/) Ii-g (/) o.:s; \- :J ...J E.- 0 Ql ct. :)0-0'" IIIQlr::) Z o..s ~ &. u:: 5EQlIII -; e:5 .~ '. B ~ B .~ -o:)Ql5 Ql-o~ 111 u ~ ...- j; ~ E ~ \~ . -' Iii Qi ~ .... 'B (/) ~ . r I ~~b:E ~-'5 \ \' '" 0.'" ....-1)- ai - .::;~~:- :J2:"E~ zl-l,n --- I I ~gQlo. ":3 .- -. - \ I .J . ',- " ...t.. ::'. . ., ,,~ '... ,- .'.:t. ."0.'.". .. , , . . ", . ...... .".. ..... ';':;' ,,~~';;:':'/':::::::~", /:}::':;. .ii ::' :Y//.,...;,:....: ,:'.: ::'. :-,,;. ....... '. 1..j52....~~r311 ri~'~:!.~~_~(!~..~, .1d~.1tr i'l i' ,'~~r-*'~4 ...~.c~ :~~~fr~i . io f:t ;'~lltAo.04 . REV-1511 EX+ (12-99). SCHEDULE H COMMONWEALTH OF PENNSYLVANIA FUNERAL EXPENSES & INHERITANCE TAX RETURN ADMINISTRATIVE COSTS RESIDENT DECEDENT " ESTATE OF FILE NUMBER MARGURETTA G. WILLS 21-04-0259 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. 1. MALPEZZI FUNERAL HOME $3,239.57 2. REIMBURSEMENT TO DONALD L. NAILOR FOR FUNERAL LUNCHEON 199.74 AND SERVICE FEE B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) ROBERT E. NAILOR, JR. , EXECUTO $1,000.00 Social Security Number(s)/EIN Number of Personal Representative(s) 179 sa i711 Street Address 948 RUMMEL AVENUE City LEM6YNE State ----P-k- Zip 17913 Year(s) Commission Paid: 2 Attorney Fees ANDREW C. SHEELY, ESQUIRE, PER AGREEMENT $1,000.00 3. Family Exemption: (If decedenfs address is not the same as claimant's, attach explanation) Claimant Street Address Cily State _Zip Relationship of Claimant to Decedent 4. Probate Fees CUMBERLAND COUNTY REGISTER OF WILLS-PROBATE FEES $ 231. 00 SHORT CERTIFICATES 9.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. FILING FEES FOR INHERITANCE TAX RETURNS 15.00 Reserves to conclude Estate administration 500.00 TOTAL (Also enter on line 9, Recapitulation) $ 6,194.31 (If more space is needed, insert additional sheets of the same size) Malpezzi Funeral Home 8 Market Plaza Way Mechanicsburg, PA 17055 (717)697 -4696 April 22, 2004 ..... Robeli E Nailor Jr. 948 Hummel A venue Lemoyne, P A 17043 The Funeral Service for Marguretta G. Wills We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING is AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS ), PROFESSIONAL SERVICES Services of Funeral Director/Staff $3545,00 . .. .. . FUNERAL HOME SERVICE CHARGES $3545J!U SELECTED MERCHANDISE: Stamless Steel Casket $2955.00 RegIster: Memorial Cards, Ackn. $58,00 White lJOWI1 $115,00 . .. . . . .. .. . . .. .. . . . I THE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED $6673.00 AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. CASH ADVANCES New~pa~er Notices - Local . $221.47 Clcf&YIMa~s Offering $200,00 Certified Caples o! the Death Celtific~te $20.00 Flowers $132,50 . TOTAL CASH ADVANCES AND SPECIAL CHARGES $573.97 CONTRACT PRICE $7246.97 HISTORY 04i0512004 Cumb. Co, V A $-100.00 04; 12/2004 Prudential Insurance ~ TOTAL AMOUNT DUE ~A,b Lf~2-C; -- (~4 (~it 6 RECEIPT FOR PAYMENT ------------------- ------------------- Cumberland County - Re~ister Of Wills Receipt Date: 3/17/2004 Hanover and Hi~h Stree Re"e~pt Time: 11:35:34 Carlisle, PA 7013 Recelpt No.: 1035944 WILLS MARGURETTA G - -- - -- Estate File No. : 2004-00259 Paid By Remarks: ROBERT NAILOR JA ------------------------ Receipt Distribution ------------------------ Fee/Tax Description Payment Amount Payee Name PETITION FOR PROBA 200.00 CUMBERLAND COUNTY GENERAL FUN EXTRA PAGES 12.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 9.00 CUMBERLAND COUNTY GENERAL FUN JCP FEE 10.00 BUREAU OF RECEIPTS & CNTR M.D ---------------- Check# 7457 ~231.00 Total Received......... 231.00 . REV-1512EX .(1-97) * SCHEDULE I v ,.-<: ~ . COMMONWEALTH OF PENNSYLVANIA DEBTS OF DECEDENT, INHERITANCE TAX RETURN . MORTGAGE LIABILITIES, & LIENS RESIDENT DECEDENT ESTATE OF " FILE NUMBER MARGURETTA G. WILLS 21-04-0259 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. 1. Andrew C. Sheely, Esquire - Professional services rendered prior to death $ 100.00 2. Carlisle Regional Medical Center 31.11 3. Brockie Pharmatech 94.70 TOTAL (Also enter on line 10, Recapitulation) $ 225.81 (If more space is needed, insert additional sheets of the same size) ",^\ .:i :(~ ...J tCI: U w " rn tCI: '''",' w '" ~' ...J 0.. ui Z 0 j::: rn w ::3 N 0 I.l') CI 00 00 z tb ~ T- ...l N ii - I"'- a: T- O I"'- - u.. ll,41~;j~~i;;~;I~~~ir,}j", . 1111..,,, ", """"""'" ,.... ..'~~,Jf~)ff~I!(:'II;,~;~~!,],')~""".". . I"~ ""!i'" -<.,..,. ". '. ",...,\''''' "".,", '.0'" ..J; '11'~~!~}i~'~11~~!{il~;~f;,'i~::' ':~:.,';. . l~' . ';j.,,;"'~'" 'f'I;"';"'" ...,n,c,"'\.,,', ....,;, , '."",' Q:: :;' ~ !~lll.if't~~~)(i~,':"'; '. I- .. , "~ 2: ," ./0 c Cl ., \ i '.cl. u'" . LlJ W ~. ..........'.,.... >.'5'5 "(:J' ,'.~ (I) .!fjil'CG...',.... .. I. ... "'ll'f',"'}';"'" . ,,:.',,; ... ", ......... ,.,~ ..~ .. .~ "" '?,';". '''','''' '.' I' .'.'1"....'...,"",... '.... ,~,i,~,.._{!:l&;:'@i~.j:}:.". ~,................., , : 0 c', ' '", ,. ,'. :', .. .' " ..~ ' ' '_ '. ."" , : ~' ..; i '.',:.' ~:" , ", ,'~':', -: ;'", ,,':.. .: ,';: ''''''''''~ ' " ".\ , . '. "'<, '.-. c'.' I .' ',', ,:\ ." ..' . ", " \..; i '~>I'~"""""\,, ,'" .;',- , . ~., ;,'.; '.. ", ',f!',,;,c',; '" . ""i:S~~..;(: . ,';..\'>..}'\y:"'u,,/,,y'.;,.,....., "'II;J.II!i!~{~",~~ifil)I~;; ,'~', '-.-',.;., ': " " /:fjf.:;t:";~f,@tg", . ,;,',:..' , f<ROCKIE PH,tl,R~lfnECH A FHIANCE CHARGE OF 1 . 5 (~ % PER r~ONTH 209 NORTH BEAVER STREET (AN ANNUAL PERCENTfH1E HATE Of; 18.~H} %) [,..11 I.. L Bf:. YORK. PA 17403 CHARGED ON IH L AMOUNTS 30 D/\YS OR rllORE PAST PHONE: 717-'854--9028 DUE "- PAY STATEMENTOFACCOUNT 1'0 1'1\/010 FINANCE CHr~nGE~~;, PLEASF: BY THE 2{,TH OF THE r cr L L 0 (,.II r~ G 1"1 ONTH. THANI(-,YOU! ;TATEMENT DATE: 0:3 /1. 8 /2 0 ~~" ./ ~.J)(L L S . t1 A R G ~'\ R [T1' A ~.JILU~G "At h '3.:Lo.. (y.~1 ROBEI~T NAILOR GRP-'CG 94 f; HUt1~If:L AVE PAGE 2 C"J(dt 11\0 .' LEMonlE PA 17403 AMOUNT PAil LASE DETACH HERE AND RETURN TOP PORTION WITH YOUR PAYMENT 13rWCKIE -P HARM AT' E'C H 209 NORTH BEAVER STREET YORK, PA 17403 '4:12( 4,:lf8.6 4..;34 .32 ( it.53 3/04/~*.i :J.56< 310aI~4J . 4.59 3 /0$I~4'1 2.02( ". r , , ~ i I I r I '~4'.i~~.i ~" ...~. ""';'~''.';I~ r~wl~l'~;;li';~'~;~,'~'~W~] .......... ....;;.,~I~\S.:I~\1~ f. [J . OED. YTO MEDI- LEGEND OH ~10NTH CAt OED. FOR ~10NTH 1iI~" r....-.'1.......1 r"'~"'~ I 11"I'.";r:":I":I.. I - rl"'lll1l1"I:'~I"".<<lIl11II"l 2'75.?0 = 94.7{~ 1l:J0.5 + 94.70 + .00 = 100.50 . ~',"m."., *' SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARGURETT A G. WILLS ' FILE NUMBER 21-04-0259 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OFEST ATE I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. DONALD L. NAILOR SON 25 % of rest, 5340 Oxford Circle l'esidue & Apt. #45, Quincy Building .'emainder of Mechanicsburg, P A 17055 estate JOYCE E. BUCHER DAUGHTER 25 % of .'est, 130 Cambridge Drive residue & Mechanicsburg, P A 17055 .'emainder of estate ELEANOR J. EICHELBERGER DAUGHTER 25 % of .'est, 1000 McLean Street residue & Dunedin, FL 34698 remainder of estate ROBERT E. NAILOR, JR. GRANDSON 25 % of rest, 948 Hummel A venue .'esidue & Lemoyne, P A 17043 remainder of estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 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) - I, " "- LAST' WILL AND TESTAMENT OF .MARGURETTA G. WILLS 1, .MARGURETTA G. WILLS, of 801 North Hanover Street , Carlisle, (North Middleton Tovvnshi.p), Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made byrne. FIRst: I direct that all inheritance, estate, transfer, SUccession and death taxes, as well as Iny just debts and funeral expenses, of any kind whatsoever, which may be payable by reason of my death, shall be paid out of the principal of rny estate as the same can conveniently be done. SECOND: r give, devise and bequeath all the rest, residue and remainder of Iny estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, as follows: (a) Twenty~five percent (25 %) thereof unto lllY son, DON.. ALD L. NAILOR, of Mechanicsburg, Pennsylvania, provided tllat should DONALD L. NAILOR predecease Ine, I give and bequeath his share lUlto his issue, share and share alike, and if there be a failure of same, then I . give and bequeath his share to my surviving childr'en and grandchild ~ named herein; and (b) Twenty-five percent (25 %) thereof unto my daughter, , --,~ . ..... . ~ "- JOYCE E. BUCHER, of Mechanicsburg, Pennsylvania, provided that should JOYCE E. BUCHER predecease me, I give and bequeath her share unto her issue, share and share alike, and if there be a failure of san1e , then I give and bequeath her share to my surviving children and grandchild natned herein~ and (c) Twenty..five percent (250/0) thereof unto my daughter, ELEANOR J. EICHELBERGER~ of Dunedin, Florida, provided that should ELEANOR J. EICHELBERGER predecease me, I give and bequeath her share unto her issue, share and share alike, and if there be a failure of same, then I give and bequeath her share to my surviving chil~ dren and grandchild named herein; and (d) Twenty-five percent (250/0) thereof unto my grandson, ROBERT E. NAILOR, JR., of Lernoyne, Pennsylvania, provided that should ROBERT E. NAILOR, JR. predecease me, I give and bequeath his share unto his issue, share and share alike, and if there be a failure of same, then I give and bequeath his share to n\y surviving children nalned herein, THIRD: In addition to all powers granted to theln by law and by other provisions of this Will, I give the fiduciaries at.i:ing hereunder the following powers, applicable to all property, exercisable without court ~ approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period ~ ~ of titne, any real or personal property and to give options for sales, ex- 2 . -... . .. '~ changes or leases, for such prices and Upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufHcient instruments for transfer of the property and to receive the proceeds of any disposition. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivision, improvement, zoning or nlanagement of real estate and to impose or extinguish restric- tions on real estate, (C) To cOlnpronlise any claim or controversy and to abandon any property whicll is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduciaries, as are deemed proper, without regard to any principle of diversiflcation, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investJnents. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named beneficiaries ~ in cash or in kind or partly in each. ~ (H) To borrow money fronl themselves or others in order to , pay debts, taxes, or estate or trust administration expenses, to protect or 3 "- improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retire- ment plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent provided for by the plan or the law. FOURTH: I nominate and appoint ROBERT E, NAILOR, JR., Executor, of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of ROBERT E. NAILOR, JR., I nOIninate and appoint DONALD L. NAILOR, Executor, of this, my Last Will and Testament. I direct that lny Executor and his successor shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testatnent, this r day of March, 2004. .I ~""Hr4'n;-~<r ~1!4/ (SEAL) GURETTAG, WILLS 4 ~ ........ - ..... Signed, sealed, published and declared by the above~named Testa~ trix as and for her Last Will and '"restament in our presence, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. 701 .::!d/J/J4. (f" 11/1c.44/hZr'1' 1It-:- ~{J~ ~ Address 17 ti$"tr" Name ew-Y/aif'.1iJ 'IW~ ~~ ffL b;;~ --= Address 41./70 - Nam 5 COMMONWEALTH OF PENNSYLVANIA '* BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17lZ8-0601 NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REY-1547 EX AFP IDl-03l DATE 11-01-2004 ESTATE OF WILLS MARGURETT G DATE OF DEATH 03-11-2004 FILE NUMBER 21 04- 0259 '04' '{I'U'i! -1 D 7 :16 COUNTY CUMBERLAND ANDREW C SHEELY ESQ . , I c_ ACN 101 127 S MARKET Sf I ....... ........ I PO BOX 95 I , MECHANICSBURG PA 17~~~:-i~" MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE .. RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV=is47-E3f-AFP--foY:oiY-NOi"-icE--OF-YNHER-iTAifcE-i"A;rXpjiRA-isEi"-ENT~--ALioWAifcE-'ifi----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WILLS MARGURETT G FILE NO. 21 04-0259 ACN 101 DATE 1l-01-2004 TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1). 00 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2).00 credit to your account, 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion 4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 110.014.50 tax payment. 6. Jointly Owned Property (Schedule F) (6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 110,014.50 APPROVED DEDUCTIONS AND EXEMPT~ONS: 6,194.31 9. Funeral Expenses/Adm. CoStS/M1SC. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 225.81 11. Total Deductions (11) 6 . 420 12 12. Net Value of Tax Return (2) 103,594.38 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) .00 14. Net Value of Estate Subject to Tax (14) 103,594.38 NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line 14 at Spousal rate (5) .00 X 00 = .00 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 103,594.38 X 045 = 4,661. 75 17. Amount of Line 14 at Sibling rate (17) .00 X 12 = .00 18. Amount of Line 14 taxable at Collateral/Class B rate (8) .00 X 15 = .00 19. Principal Tax Due (9)= 4,661.75 TAX CREDITS: l+J DATE NUMBER INTEREST/PEN PAID (_) AMOUNT PAID 06-09-2004 CD004025 228.79 4,347.00 08-27-2004 CD004313 .00 85.97 TOTAL TAX CREDIT 4,661.76 BALANCE OF TAX DUE .0ICR INTEREST AND PEN. .00 } -rJ TOTAL DUE .0ICR ) · IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. ::; FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before Dece.ber 12, 1982 -- if any future interest in the estate is transferred in possession or enjoy.ent to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Co..onwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the require.ents of Section 2140 of the Inheritance end Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Detach the top portion of this Notice and sub.it with your payment to the Register of Wills printed on the reverse side. --Make check or .oney order payable to: REGISTER OF HILLS. AGENT REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraise.ent, allowance, or disallowance of deductions, or asses~ent of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter deter.ined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Texes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administrativelY correctable errors. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5Z) 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, the first day after the end of the tax a.nesty period. This non-participation penalty is appealable in the sa.e .anner 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) .onths and one (1) day from the date of death, to the date of pay.ent. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annu. calculated at a dailY rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary fro. calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ~ ~ mlI-1991 --rrr- :D1iO!Or mn. -W- .~ 1983 16Z .000438 1992 9Z .000247 2002 6Z .000164 1984 llZ .000301 1993-1994 n .000192 2003 5Z .000137 1985 13Z .000356 1995-1998 9Z .000247 2004 4Z .000110 1986 10Z .000274 1999 n .000192 1987 10Z .000274 2000 n .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assess.ent. If payment is made after the interest co.putation date shown on the Notice, additional interest must be calculated. I ANDREW C. SHEELY ATIORNEY AT LAW Tele)'I","o: (i17) 097-7050 127 Soutb Market Street F"x: en 7) oCJ7-7005 P.O. Box CJ5 Mechanicsburg, Pennsylvania 17055 June 13, 2005 Register of wills Glenda Farner Strasbaugh Cumberland County Courthouse Carlisle, PA 17103 RE: The Estate of Margu etta G. wills No. 21-04-0259 Date of Death: Marc 11, 2004 Additional Probate ees Dear Register of wills: I represent the Estate of Marguretta G. wills. Enclosed is a check made payable to "Register of wills" in the amount of $35.00, same constituting a payment on accou t additional probate fees apparently,incurred in the above-captio ed estate. please forward,a'receipt af this payme.t to me as is your standard custom. Very truly you~, /roW~ j i ANDREW C. SHEELY ACS/bmk Enclosure c: Robert E Nailor, Jr. , Executor (, -,..,- I" . " ,". ;! ' , 0--- Cumberland County - ~eglster ur Wl~~S One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/02/2006 SHEELY ANDREW C ESQ PO BOX 95 MECHANICSBURG, PA 17055 RE: Estate of WILLS MARGURETTA G File Number: 2004-00259 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 3/11/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~v~~;re GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge ANDREW C. SHEELY ATIORNEY AT LAW Telephone: un) bl}1-1050 127 South Market Street P.O. Box 95 Mechanicsburg, Pennsylvania 17055 Fax: (717) 697-7065 February 3, 2006 Office of the Register of wills Glenda Farner-Strasbaugh, Register of wills Cumberland County Courthouse Carlisle, PA 17103 RE: Estate of MARGURETTA G. WILLS Estate No. 21-04-259 Date of Death: March 11, 2004 Dear Register of wills Strasbaugh: Enclosed please find the Status Report form for the above- referenced Estate. please call if you have any questions. ven... trulY', 12",rs , 'I'^~', ~ ". : I ANDREW c: S~LY ACS/bmk c: Robert Nailor, Executor /~ ...,.r \~~,;o,. I~! L ~-""'" 'f'\ l':"t,~' "?\ ~~ ~J ~ '::.') _ ~ _."_ ___~, ~ -,'t"",,=,"I\I~llil _ _.Jf: ..:'1.....____"'ii.... __....il_ -- ..2 .0 -...,...,--~- JI'~\~e.!L~li..t~1L' ~ijJi \YW li..!!..!LSj tUjiL ~1L.ti.!Lld1JiJ)e1i..'.n.alL.!!.U \~....A~.vU.!ilili.J STATIJS REPORT Ul'\l1)ER RlJLE 6.12 Name of Decedent: Marguretta G. Wills Date of Death: March 11, 2004 Estate No.: 21-04-0259 . Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes f!l No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration wm be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with 'the CoUrt? . Yes 0 No ill b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state fu'"1 account iD.ionnally to the parties in interest? Yes 00 No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Si~~C2 615 Dme: February 3, 2006 ~:" Andrew C. Sheely, Esquire Name 127 S. Market Street P.O. Box 95 Mechanicsburg, PA 17055 -(;''''1 l, ~ Address (717)697-7050 J-_ Telephone No. Cs.ps.cit;i: LJ ?e::-sGIlal P.epresenIai:i"ve J;;'l r""l-~~l +~- "'e---n-.~l -~--e"~-t~..;v~ ~ '-,.j!.....:....:.'-'==~ .!.:~.!. p :.. ;::'Jl..!.a.._ .!. ,-,}'l ':::'",,2..1 a.\..!.. ..."" ~~