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Home My WebLink About04-0262 REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA PETITION FOR GRANT OF LE-FTERS Estate of MaeA Ness No e~t- O~,,~ '~(o'm'~ also known as. , Deceased Social Secunty No 191-26-7133 Sharon N Jordan Pehboner(s) who ~s/ere 18 years of age or older apply)~es) for (COMPLETE "A" OR "B" BELOW') ] A Probate and Grant of Letters and aver that Petitioner(s) ~s/are the execut rix named m the Last Wdl of the Decedent, dated 1/27/2003 and codicil(s) dated Except as follows, Decedent d~d not marry, was not d~vorced and d~d not have a chdd born or adopted after execubon of the documents offered for probate, was not the wct~m of a kdl~ng and was never adlud~cated incapacitated ] B Grant of Letters of Administration (c t a, d b n c t a pendente I~te durante absent,a, durante mmontate) Pebtloner(s) after a proper search has/have ascertained the Decedent left no W~II and was survived by the following spouse (if any) and heirs I Name Relationship Res,dence I (COMPLETE IN ALL CASES ) Attach additional sheets if necessary ~__.~ ~c .~ Decedent was domiciled at death ~n Cumberland County, Pennsylvama, with h~s/~r last fam¢~or principal residence at 325 Wesley Dr, Mechamcsburg, PA 17055 Decedent, then 92 years of age, d~ed March 5 ,2004 , at Bethany Vdlage, Mechamcsburg, PA (Locabon) 0f dom~cded ~n PA All personal property $ 200,000 00 0f not dom~cded ~n PA Personal property ~n County $ Value of real estate ~n Pennsylvama $ 80,000 00 Total $ 280,000 00 Real Estate s~tuated as follows Carhsle, Cumberland County Wherefore, Peht~oner(s) respectfully request(s) the probate of the Last Wdl and Cod~cd(s) presented w~th th~s Pebhon and the grant of letters m the appropriate form to the undersigned Signature Typed or printed name and resrdence Sharon N Jordan ~ '~ (~4~¢¢~2-/L~ 4 Foxta,I Ct, Mechan,csburg, PA 17050 Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) and affirm(s) that the statements ~n the foregoing Pet~bon are true and correct to the best of the knowledge and behef of Pet~boner(s) and that, as personal representabve(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to law Sworn to and affirmed and subscnbed before me this- --._!~__~¥.~' day of _ ? , ~-~'-- · DECREE OF REGISTER Estate of Mae A Noss Deceased No ~,~ also known as Social Security No 191-26-7133 Date of Death ~ -~-~ AND NOW, ~¢~ ~ ~OO~ , ~n conslderabon of the Pebtron on the reverse s~de hereon, satmfactory proof hawng been presented before me, IT IS DECREED that Letters ~ Testamentary ~ of Admlmstrat~on ((c t a, d b n c t, pendente hte, durante absenba, durante mmonate) are hereby granted to Sharon N Jordan m the above estate and that the instrument(s), if any, dated January 27, 2003 described ~n the Pet~bon be adm~Eed to probate and filed of record as the Last Wdl of Dec~d~ht FEES ~* ~ - x ~ -~' Sho~ Ce~lflcates(s) $ I~ 0 Renunclabon $ ~- Extra Pages ( ) $ ~. $ I T R $ Signature JCP Fee $ IO oL~ A~orney R Mark Thomas Inventory I D No 41301 Other Address 101 S MarketSt Mechamcsburg PA 17055 TOTAL ~O~ .~ Telephone 717-796-2100 DATE FILED REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA RENUNCIATION Estate of Mae Noss No .,2. I-- 0~' '~c.~.-~ ~-. also known as ., Deceased The underslgned,Kathanne Querry, friend of of (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to admlmster the estate and respect-fully request(s) that Letters Testamentary be ~ssued to Sharon Jordan Witness my hand this 15th.~.~ day of Ma?~) ,2004 ~ v - ~(~lgnatur~) ~ 401 E Ma~n Street I~ Mechamcsburg PA 17055 '~" ~ ~ ~.~ (Address) (.) ~ ~ (- (S~gnature) ~ ~) (.~ m (Address) {Address) Sworn to or affirmed and subscribed ~h~___ dayof ~ ' z;~"~ I Anne Ca~r~l'~a'l NS°'t~Y Public N(~tary Pubhc ~ / /.~/ My Commission (S~gnature and seal of Notary or other NOTE Renunciations executed outside the Office of Register of Wills are official quahfled to administer oaths Show required iR some counties to be notarized date of expiration of Notary s commission ) RW-3 his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar The original certificate will be forwarded to the State V~tal Records O~ce for permanent f2{lng WARNING: It is illegal to duplicate this copy by photostat or photograph. Local Registrar P IO03S70G No Date ..~- c~-.~.~ ~. C) ',? CERTIFICATE OF DEATH ~ ~ ~rland J~U~r Allen ~. ]. ~ny V~llage J~ ],o White M~csb~g, PA 17055 ~ ,~ ~, ~rland ~* ,,,~ ~ W. S~tt Noss ~ S~on ~or~ ~,--~ ~,~s~,,, ~ ,,. ~ch 9, 2004 ~ch PA 17025 LAST WILL AND TESTAMENT BE IT REMEMBERED THAT ~..I - OI4 - ~ ~ :~ I, MAE NOSS, a resident of Cumberland County, Pennsylvar~gbe,ng~.of sound~and dtsposmg m,nd, memory and understan&ng, do make, publish and decl~e4thts t~be m~ST WILL and TESTAMENT, hereby revoking any and all Wdls and Co&c,ls i3re__vtousll:Jnade ..b_yt_me I o --' I declare that I am not manned and that I have no children II 1 direct that all my just debts and funeral expenses shall be pard from my residuary estate as soon as practicable after my decease III 1 direct that all taxes that may be assessed m consequence of my death, of whatever nature and by whatever junsdtctlon imposed, shall be paid from my restduary estate as a part of the expense of the adm~mstrat~on of my estate IV I am the owner of certain real property located at 74 Beachchff Drive, Carlisle, Cumberland County, Pennsylvania My brother and hts w~fe, HARRY and VIVIAN NOSS currently restde at th~s property I hereby dewse to each of them a hfe estate m my real property Upon the death of the survivor of them, or upon both Harry and Vivian vacating the property for a continuous ninety (90) day period, the remainder interest tn th~s real property ts to pass to my meces, MARJORIE JOHNSON, SHARON JORDAN and PATRICIA RUTH, in fee s~mple, in equal shares, per sttrpes V I hereby bequest to YOUNG'S UNITED METHODIST CHURCH, located on Wertzvflle Road, Enola, Cumberland County, Pennsylvanta the sum of Ftve thousand ($5,000 00) dollars, or ten (10%) percent of my net estate, whichever ts less VI I hereby d~rect the herein named Co-Executrices to allow any of my surviving slbhngs or the nieces and nephews spemfically named tn thts Will to select from my remaimng items of personal property m the form of jewelry, furniture, clothing, personal possessions and/or personal papers, any ttems which they would hke to have In the event that there is a dtspute over any particular item my Co-Executrices are hereby directed to either make a decision as to who shall receive that particular item, or that Item shall be placed with all the items not selected which are then to be sold either at public or private sale VII All the rest, residue and remainder of my property, whether real or personal, wherever situate, is to be divided into a number of shares equal to the number of the following persons who survive me by thirty (30) days, with each person to get an equal share In the event that any of the following named people either predecease me or fall to survive me by thirty (30) days then their share shall lapse and the number of shares shall be reduced to the number of persons who qualify by survivorship The following is the hst of people to participate m this distnbut~on (a) My brother, HARRY NOSS, (b) My brother, HOWARD NOSS, (c) My sister, RUTH TRIMMER, (d) My nephew, OREN NOSS, (e) My niece, HELEN WAGGNONER, (f) My nephew, LARRY NOSS, (g) My nephew, JAY NOSS, (h) My nephew, RAY NOSS, JR, (1) My nephew, PAUL FULMER, 0) My mece, SUSAN SHUMAN, (k) My nephew, STEVEN FULMER, (l) My niece, DEANNA BOYANOWSK1, (m) My niece, ADRIENNE KAERCHER, (n) My niece, MARJORIE JOHNSON, (o) My niece, SHARON JORDAN, and (p) My niece, PATRICIA RUTH VIII I hereby nominate and appoint my niece SHARON JORDAN and my dear friend, KATHAR1NE QUERIE as Co-Executrices of this Wdl, to serve without bond If either is unable or unwdllng to act as Co-Executrix than the other may so act, again without bond 2 IN WITNESS WHEREOF, 1, MAE NOSS, have set my hand to this LAST WILL th:s c~'~'t~ dayof J4l"k/-dt::tr't~ ,2003 MA'lfl~IO S S Signed, sealed, pubhshed and declared by the above-named MAE NOSS, as and for her Last Will and Testament, in the presence of us, who, at her request and in her presence, and In the presence of each other, have hereunto subscribed our names as w~tnesses ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND I, MAE NOSS, Testatrix, whose name is s~gned to the attached or foregmng ~nstmment, having been duly qualified according to law, do hereby acknowledge that I s~gned and executed the ~nstrument as my LAST WILL, that I s~gned ~t as my free and voluntary act for the purposes there~n expressed MAE NOSS Sworn or affirmed to and acknowledged before MAE NOSS, Testatrix, thl~plT'~ff'day o~,~dL~,'J~c~,cL~ ,2003 me by Notarial Seal Mechamcsburg Bom, Cumberland County AFFIDAVIT My Comm*ss~on Exp*res Expires Mar 11, 2006 COMMONWEALTH OF PENNSYLVANIA SS COUNTY OF CUMBERLAND the w~tnesses whose names are signed to the attached or foregoing tnstrument bernE duly quahfied according to law, do depose and say that we were present and saw Testatrix s~gn and execute the ~nstmment as her LAST WILL, that MAE NOSS s~gned wdbngly and that she executed ~t as her free and voluntary act for the purposes therein expressed, that each of us ~n the heanng and sight of the Testamx s~gned the Wdl as witnesses, and that to the best of our knowledge, the Testatrix was at the t~me 18 years of age or more, of sound m~nd and under no constraint or undue influence Sworn or affirmed to and acknowledged before me _thl dayo Notarial Seal Mechamcsburg Bom Cumberland County Anne Carmody, Notary Public My Commission Explree Expires Mar 11, 2006 REGISTER OF WILLS CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Mae A. Noss Date of Death: 3/5/2004 Estate No. 2004-262 SSN: 191-26-7133 File No. 21-04-262 Date Letters Granted: 3/17/2004 Will or Administration No. To the Register: I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on 3/25/2004 Name Address Sharon N. Jordan 4 Foxtail Court Mechanicsburg PA 17050 Howard Noss 146 Green Ridge Rd. CarliSle PA 17013 Ruth Trimmer 88 Greenwood Circle Wormleysburg PA 17043 Oren Noss 103 Miller's Gap Rd. Enola PA 17025 Helen Waggoner 31 Miller's Gap Rd. Enola PA 17025 Larry Noss 1628 Forest Crossing Blvd. Franklin TN 37064 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except NONE Date: 3/25/2004 Signature Capacity: R. Mark Thomas, Esq~ Personal Representative Name (Please type or print) 101 S. Market Street X CounseJ,,for Perso'~l ~ Address Repre~e~ative ~ ...... o~ Mechanicsburg PA 17055 ' : ~" Telephone No. 717-796-2100 Continuation of Certification of Notice Under Rule 5.6(a) Ma~e A. N~ss 3/5/2004 Page 1 Names and addresses Name Address Jay Noss 11 Amity Lane Mechanicsburg PA 17050 W. Ray Noss, Jr. 4215 Valley Rd. Enola PA 17025 Paul Fulmer 140 Green Ridge Rd. Carlisle PA 17013 Suzanne Shuman 398 Pine Needle Dr. Newport PA 17074 Steve Fulmer 29 E Street Carlisle PA 17013 Deanna Boyanowski 160 Brindle Rd. Mechanicsburg PA 17055 Adrienne Kaercher 150 Ridge Rd. Ette rs PA 17319 Marjorie Johnson 503 Park Rd. New Cumberland PA 17070 Patricia Ruth 12 Kelly Dr. Carlisle PA 17013 Vivian Noss 74 Beachcliff Dr. Carlisle PA 17013 Young's United Methodist Church 7075 Wertzville Road Mechanicsburg PA 17050 R. MARK THOMAS Attorney at Law 101 South Market Street Mechanicsburg, Pennsylvania 17055-3851 Telefax: (717) 796-3600 Telephone: (717) 796-2100 May 27, 2004 Register of Wills ..-, Cumberland County Courthouse Carlisle, PA 17013 RE: Estate of Mae A. Noss No. 2004-00262 Dear Register of Wills: Enclosed please find a check in the amount of $41,000.00 as payment on the estimated Pennsylvania inheritance taxes on the above referenced estate. Very truly yours, R. Mark Thomas RMT/ac COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE REV-1162 EX(11-96) BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0801 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003988 THOMAS R MARK 101 SOUTH MARKET STREET MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $41,000.00 ESTATE INFORMATION: SSN: 191-26-7133 FILE NUMBER: 2104-0262 DECEDENT NAME: NOSS MAE A DATE OF PAYMENT: 05/28/2004 POSTMARK DATE: 05/27/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/05/2004 TOTAL AMOUNT PAID: $41,000.00 REMARKS: CHECK# 2230 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS "' R. Mark Thomas ... Attorney at Law 101 S. Market Street Mechanicsburg, PA 17055 Register of Wills :~ Cumberland County Courthouse ,.-,, Carlisle, PA 17013 , ~.~ REV-1162 EX(11-96) COi¥1MONWEALTH OF PENNSYLVANIA DEFARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PEN N SYLVAN IA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004449 THOMAS R MARK 101 SOUTH MARKET STREET MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $5,944.26 ESTATE INFORMATION: SSN: 191-26-7133 FILE NUMBER: 2104-0262 DECEDENT NAME: NOSS MAE A DATE OF PAYMENT: 09/30/2004 POSTMARK DATE: 09/30/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/05/2004 TOTAL AMOUNT PAID: $5,944.26 REMARKS' THOMAS MARK CHECK//2266 INITIALS: CCP SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV 15OO¢EX ~ (6-00) REV-1500 PENNSYLVANIA OEPARTMENTOFREVENOE INHERITANCE TAX RETURN ,LE.UMBER DEPT. 280601 HARRISBURG, PA17128-0601 RESIDENT DECEDENT 2 1 - 0 4 0_--2 6 2__ COUNTY CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL SOCIAL SECURITY NUMBER Z Noss, MaeA. 1 9 1 - 2 6 - 7 1 3 3 ~ DATE OF DEATH (MM-DD-Year) J DATE OF BIRTH (MM-DD-Year) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE I f,..) 03/05/2004 05/23/1911 REGISTER OF WILLS LLI (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) f"t SOCIAL SECURITY NUMBER r-~ 1. Original Return E~ 2. Supplemental Return r'~ 3, Remainder Return (date of death prior to12-13-82) ILl I- r~°:"'~-oE~] 4 Limited Estate E] 4a. FuturelnterestCompromise(dateorbeath~er12.12-82) [] 5. Federal Estate Tax Return Required ~oo~ ~ 6. Decedent Died Testate (Altach copy of Will) LJ 7. Decedent Maintained a Living Trust (Attach copy of Trust) 8, Total Number of Safe Deposit Boxes (.) ,', rn [~ 9. Litigation Proceeds Received LJ lO, spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) E~] 11. Election to tax under Sec. 9113(A)(Attach Sch O) ~_ THIS SECTION MUST BE COMPLEteD. ALL CORRESPONDENCE z NAME ................................. '" COMPLETE MAILING ADDRESS z R. Mark Thomas, Esq. 101 S. Market St. o o. FIRM NAME (If Applicable) 0 TELEPHONE NUMBER 71 7-796-21 O0 Mechanicsbur~l PA 17055 1. Real Estate (Schedule A) (1) 1 17,000.00 i OFFICIAL USE ONLY 2. Stocks 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) 239'222.56 (Schedule E) :.-g, . I 6. Jointly Owned Property (Schedule F) (6) .,~ E] Separate Billing Requested 2:::) 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) I-"- (Schedule G or L) ~i~ ' ' · ~ 8. Total Gross Assets (total Lines 1-7) (8) 356,222.56 LU 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 16,410.28 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 2,440.64 11. Total Deductions (total Lines 9 & 10) (11) 18,850.92 12. Net Value of Estate (Line 8 minus Line 11) (12) 337,371.64 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) 5,000.00 made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 332,371.64 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Z 15. Amount of Line 14 taxable at the spousal tax O ~. rate, or transfers under Sec. 9116 (a)(1.2) X ~ (15) I'-- 16. Amount of Line 14 taxable at lineal rate X (16) O,. 17. Amount of Line14 taxable at sibling rate 28,716.22 X .12 (17) 3,445.95 O 18. Amount of Line 14 taxable at collateral rate 303,655.42 X .15 0 (18) 45,548.31 19, Tax Due (19) 48,994.26 20. Decedent's'Complete Address: STREET ADDRESS 325 Wesley Drive CITY Mechanicsburg I STATE PA J zlP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments (1) 48,994.26 A. Spousal Poverty Credit B. Prior Payments 41,000.00 C. Discount 2,050.00 Total Credits ( A + B + C ) (2) 43,050.00 3. Inlerest/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 1 Line 20 to request a refund (4) 0.00 ,5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 5,944.26 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 5,944.26 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. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate cons derat on? 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Sharon N. Jordan (./ 4 Foxtail Court, Me, chanicsburg SIGNATURE O,~~~ PA 17050 DATE ADDRESS R. Mark Thomas, Esq. 101 S.Market St., Mechanicsbur9, PA 17055 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 survivin9 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 survivin sou ' o. . .. The statute does not exempt a transfer to a survivinc~ SDOUSe from t x ~ ,.t thc ~f2'h,f ...... ' -- g ..p.. se s 0 Yo [72 P S §9116 (a) (1.1) , .' - . ~ , a , _n ............ ¢ ,~qu rements for d sulosure of assets and flhn a tax return are still ' , , if the surwwng spouse ~s the only beneficiary, g apphcable even For dates of death on or after July 1,2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal benef c aries 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. SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Noss. Mae ,A, 21 04 0262 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH Single family home situate at 74 Beechcliff Dr., Carlisle, PA 17013 117,000.00 TOTAL (Also enter on line 1, Recapitulation $ 117,000.00 REV-1508 [':X + I1 97j SCHEDULE E COMMONWE^LTH ' OF PENNSYLV^ ,^CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RESIDENT DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Noss. Mae A, 21 04 0262 Include the )roceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorshi must be disclosed on Schedule F. ~TEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Household furnishings/personal property 2,385.00 2. Citizens Bank - Checking Account #6100706389 6,906.56 3 Citizens Bank - Certificate of Deposit #6140883768 10,010.67 4. Citizens Bank - Certificate of Deposit #6140746523 19,870.72 5. Citizens Bank - Certificate of Deposit #6140727375 35,008.53 6. Citizens Bank - Certificate of Deposit #6140726433 30,073.18 7. Citizens Bank - Certificate of Deposit #6140720354 15,018.81 8. Citizens Bank - Savings Account #6140204232 31,796.64 9. PNC Bank - Certificate of Deposit #31100184165 16,449.70 10. PNC Bank - Certificate of Deposit #31800107270 6,459.64 11. M&T Bank - Certificate of Deposit 15,763.98 12. M&T Bank - Certificate of Deposit 46,162.49 13. Balance due from Marjorie Mohler Trust 713.98 14. Refund - Bethany Village Deposit 1,233.50 15. Highmark Refund 347.77 16. 2003 Tax Refund 778.00 TOTAL (Also enter on line 5, Recapitulation) $ 239,222.56 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Noss, Mae A. 21 04 0262 Paqe 3 Schedule E - Cash, Bank Deposits, & Misc, Personal Property ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 17. Tax Refund 227.00 18. Alert Pharmacy Refund 16.39 SUBTOTAL SCHEDULE E 243.39 GRAND TOTAL SCHEDULE E $ 239,222.56 SCHEDULE H COMMONWE^LTH OF PENNSYLV^N~^ FUNERAL EXPENSES & INHERITANCE TAX RETURN RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Noss. Mae A, 21 04 0262 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1 Malpezzi Funeral Home 2. Grave Opening 7,070.18 640.00 B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative (s) Sharon N. Jordan Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 4 Foxtail Court City.Mechanicsbur~] State PA Zip 17055 Year(s) Commission Paid: 0 2 Attorney Fees R. Mark Thomas 7,500.00 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent 4. Probate Fees Cumberland County Register of Wills 371.00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Publication - Cumberland Law Journal 75.00 8. Publication - The Patriot News 109.30 9. Real Estate Appraisal - S.W. Barrett Real Estate 275.00 10. Chuck Bricker - Appraisal of Personal Belongings 75.00 11. Paul Bahn - Labor for moving furniture 12. Route 15 Self Storgage - 2 months 210.00 84.80 TOTAL (Also enter on line 9, Recapitulation) $ 16,410.28 (If more space is needed, insed additional sheets of the same size) SCHEDULE I COMMONWEALTH OF PENNSYLVANIA DEBTS OFDECEDENT, INHERITANCE TAX RETURN RESI[~EN'~ [~ECEOE.~- MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Noss. Mae A, 21 04 0262 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. Verizon - Final Bill 23.95 2. Bethany Village 582.00 3. County Real Estate Taxes 308.02 4. Bonnie K. Miller - Personal Tax 10.00 5. East Pennsboro Ambulance Service 120.00 6. Easy Moves (Moved decedent's furniture from Bethany Village to storage prior to 351.98 decedent's death) 7. Real Estate School Taxes (2003-2004) 1,044.69 TOTAL (Also enter on line 10, Recapitulation) $ 2,440.64 (If more space is needed, insert additional sheets of the same size) ** SCHEDULE J COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Noss. Mse A, 21 04 0262 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBE--R NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE |. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] 1. 1. Sharon N. Jordan Niece 50,228.49 4 Foxtail Court Mechanicsburg, PA 17050 2. Howard Noss Brother 1,228.49 146 Green Ridge Road Carlilse, PA 17013 3. Ruth Trimmer Sister 1,228.49 88 Greenwood Circle Wormleysburg, PA 17043 4. Oren Noss Nephew 11,228.49 103 Miller's Gap Rd. Enola, PA 17025 5. Helen Waggoner Niece 11,228.49 31 Miller's Gap Rd. Enola, PA 17025 6. Larry Noss Nephew 11,228.49 1628 Forest Crossing Blvd. Franklin, TN 37064 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 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. 1. Young's United Methodist Church 7075 Wertzville Road 5,000.00 Mechanicsburg, PA 17050 TOTAL OF PART |I - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 5,0OO.00 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Noss, Mae A. 21 04 0262 Paqe 5 Schedule J - Beneficiaries - I RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE [ TAXABLE DISTRIBUTIONS (include outright spousal distributions) 7'. Jay Noss Nephew 11,228.49 11 Amity Lane Mechanicsburg, PA 1750 8. Ray Noss, Jr. Nephew 11,228.49 4215 Valley Road Enola, PA 17025 9. Paul Fulmer Nephew 11,228.49 140 Green Ridge Road Carlisle, PA 17013 10. Susan Shuman Niece 11,228.49 398 Pine Needle Drive Newport, PA 17074 11. Steven Fulmer Nephew 11,228.49 29 E Street Carlisle, PA 17013 12. Deanna Boyanowske Niece 11,228.49 160 Brindle Road Mechanicsburg, PA 17055 13. Adrienne Kaercher Niece 11,228.49 150 Ridge Road Etters, PA 17319 14. Marjorie Johnson Niece 50,228.49 503 Park Rd. New Cumberland, PA 17070 15. Patricia Ruth Niece :50,228.49 12 Kelly Dt. Carlisle, PA 17013 LAST WILL AND TESTAMENT BE IT REMEMBERED q'ltAT I, MAE NOSS, a resident of Cumberland County, Pennsylvania, being of sound and disposing ~nind, memory and understanding, do make, publish and declare this to be my LAST WILL and TESTAMENT, hereby revoking auy and all Wills and Codicils previously made by me. I I declare that I am not ~narried and that I have no children. II I direct that all ~ny just debts and funeral expenses shall be paid fi'om my residuary estate as soon as practicable after my decease. III I direct that all taxes that may be assessed in consequence of my death, of whatever nature and by whatever jurisdiction imposed, shall be paid from my residuary estate as a part of the expense of the administration of my estate. IV I am the owner of certain real property located at 74 Beachcliff Drive, Carlisle, Cumberland County, Pem~sylvania. My brother and his wife, HARRY and VIVIAN NOSS currently reside at this property. I hereby devise to each of them a life estate in my real property. Upon the death of the survivor of them, or upon both }larry and Vivian vacating the property for a continuous ninety (90) day period, the remainder interest in this real property is to pass to my nieces, MAILJORIE JOHNSON, SHARON JOPd)AN and PATRIC1A RUTH, in fee simple, iii equal shares, per stirpes. V I hereby bequest to YOUNG'S UNITED METIIODISq' CHURCH, located on Wertzville Road, Enola, Cumberland County, Pennsylvania the sum of Five thousand ($5,000.00) dollars, or ten (10%) percent of my net estate, whichever is less. VI I hereby direct the herein named Co-Executrices to allow any of my surviving siblings or the nieces and nephews specifically named iii this Will to select fi'om my remaining items of personal property iii the form of jewelry, furniture, clothing, personal possessions and/or personal papers, any items which they would like to have. In the event that there is a dispute over any particular item my S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES File No. 04-0383 ********* INVOICE********* File Number: 04-0383 06116/2004 Mark Thomas, Esquire 101 South Market Street Mechanicsburg, PA 17055 Borrower: NOSS, Mae A. (Estate) Invoice #: 04-0383 Order Date: O5~27~2O04 Reference/Case #: PO Number: 74 Beechcliff Drive Mechanicsburg, PA 17055 Appraisal Services $ 275.00 $ Invoice Total $ 275.00 State Sales Tax @ $ 0.00 Deposit ($ ) Deposit (_$ ............. ) Amount Due $ 275.00 Terms: Payment due upon receipt Please Make Check Payable To: S. W. BARRETT REAL ESTATE & APPRAISAL SERVICE 124-126 NORTH HANOVER STREET CARLISLE, PA 17013 Fed. I.D. #: 236646-804 YOUR SINGLE SOURCE...Professional, Efficient Service. THANK YOU 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-8627 S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES File No. 04-0383 APPRAISAL OF LOCATED AT: 74 Beechcliff Drive Mechanicsburg, PA 17055 '~. FOR: Mark Thomas, Esquire 101 South Market Street Mechanicsburg, PA 17055 BORROWER: NOSS, Mae A. (Estate) AS OF: March 5, 2004 BY: Cassandra J. Crockett Certified Residential Appraiser 124-126 NORTH HANOVER STREET, CARLISLE, PA 17013 717-243-6646 AND FAX 717-243-6627 S. W. BARRETT REAL ESTATE & APPRAISAL SERVICES File No. 04-0383 06116~2004 Mark Thomas, Esquire 101 South Market Street Mechanicsburg, PA 17055 File Number: 04-0383 In accordance with your request, I have personally inspected and appraised the real property at: 74 Beechcliff Drive Mechanicsburg, PA 17055 The purpose of this appraisal is to estimate the market value of the subject property, as improved. The property rights appraised are the fee simple interest in the site and improvements. In my opinion, the estimated market value of the property as of March 5, 2004 is: $117,000 One Hundred Seventeen Thousand Dollars -The attached report contains the description, analysis and supportive data for the conclusions, final estimate of value, descriptive photographs, limiting conditions and appropriate certifications. Respectfully submitted, Cassandra J. Crockett Certified Residential Appraiser 124-126 NORTH HANOVER STREET, CARLISLE, PA '17013 717-243-6646 AND FAX 717-243-8627 SUM MARY APPRAISAL REPORT ,t~on UNIFORM RESIDENTIAL APPRAISAL REPORT FUe No. 04-0383 Address 74 Beechcliff Drive City Mechanicsburg Slate PA ZipCode 17055 Deed Book 30-D; Page 512 County Cumberland Assessor's Parcel No. 38-05-0435-064 Tax Year 03/04 R.E. Taxes $ 1,253.00 Special Assessments $ NIA Borrower NOSS Currenl Owner Same Occupant: [] Owner [] Tenant [] Vacant PUD [] Condominium (HUD/VA only) HOA$ /Mo. hborhood or Project Name Silver Spring Township Map Reference 05-0435 Census Tract 0118.00 Sale Price $ N/A Date of Sale N/A Description and $ amount of loan charges/concessions to be paid by seller NIA Lender/Client Mark Thomas, Esquire Address 101 South Market Street, Mechanicsburg~ PA 17055 Cassandra J. Crockett Address 126 North Hanover Street~ Ca~ lisle, PA 17013 Location [] Urban [] Suburban [] Rural I Predominant I Single family housing Present land use % I Land use change Built up [] Over 75% [] 25-75% [] Under25%I occupancy I.$(°e°)PRICE AGE(~) One family 65% [] Not likely [] Likely 0% I [] In process Growth rate [] Rapid [] Stable [] Slow [] Owner 100 Low Ne~w 2-4 family Property values [] Increasing [] Stable [] Declining [] Tenant . ..80.0+ High 100 Uuili-famly O%lTo: Residential Demand/supply [] Shortage [] Inbalance [] OversuRdy [] Vacant(0-5%) f?:iiiiiiiiiiiiiiiii Predominant i!~i!!ii?~i!iii!~iiill Commercial 0% Under 3 mos. [] 3-6 rnos. []Over6mes. [~vacar~(ow5%) t 200 I 30 Vacant) 35% Note: Race and the racial composition of the neighborhood are not appraisal factors. Neighborhood boundaries and characteristics: Subject is bounded on the north by Rt.944; on the east by Rt.114; on the south by Rt.11; and on the west by Locust Point Road. Factors that affect the marketability of the properties in the neighborhood (proximity to employment and amenities, employment stability, appeal to market, etc.): ' is located tn an ex area of sin homes and farms between Carlisle and Mechanicsburg. and other amenities are within a short drivinq distance. School system is Cumberland Valley District and students are bused. SMSA 42-3240. Market conditions in the subject neighborhood (including support for the above conclusions relaled to the trend of property values, demand/supply, and marketing lime - such as data on competitive properties for sale in the neighborhood, description of the prevalence of sales and financing concessions, elc.): values are currently stable with an average marketing time of 80-100 days. Economic trends and lending rates have remained favorable. Sales concessions occur infrequently. There are new homes under construction in surrounding as well as available in the neighborhood. Project Information for PUDs (if applicable) - - Is the developer/builder in control of the Home Owners' Association (HOA)? [] YES [] NO Approximate tolal number of units in the subject project N/A Approximate total number of units for sale in the subjec! project NIA Describe common elemenls and recreational facilities: N/A Dimensions See legal description/tax map Topography Sloping to level Site area 1.09 Acre MIL Corner Lot [] Yes [] No Size Typical for area Specific zoning classification and description Rural Residential Shape Irregular Zoning compliance [] Legal [] Legal nonconforming (Grandfathered use) I~lllegal [] Nozoning Drainage Appears adequate hest & best use as Present use [] Other use (explain) View Residential/Countryside Utilities Public Other I Off-site Improvements Type Public Private Landscaping Typical Electricity [] 200 amp Streel Asphalt [] [] Driveway Surface Gravel Gas [] Propane Curb/gutter None [] [] Apparenl easements None Apparent [] Well Sidewalk None [] [] FEMA Special Flood Hazard Area [] Yes [] No ~ sewer [] Septic Slreet lights None [] [] FEMA Zone C Map Dale 5/2183 Storm sewer [] Alley None [] [] FEMA Map No. 420370A Comments (apparent adverse easements, encroachments, special assessments, slide areas, illegal or legal nonconforming zoning, use, etc.): Well/Septic common~)r area and have no adverse affect on marketability. There are no adverse easements, encroachments or other adverse cd~nditions. GENERAL DESCI~P:TION EXTERIOR DESCRIPTION FOUNDATION BASEMENT INSULATION No. of Units One Foundation Block Slab None AreaSq. Ft. 633 Roof __ No. of Stories Two Exterior Walls Vinyl CrawISpace None % Finished 0% Ceiling __ Type(Dat./Att.) Detached Roof Surface Shingle Basement Full Ceiling Unfinished Walls [] Design (Slyle) 2 Story Gutters & Dwnspts. Aluminum Sump Pump Floor Drain Walls Block Floor Existing/Proposed Existin WindowType DoubleHung Dampness None Obs. Floor Concrete None [] Age (Yrs.) 68 Yrs Slorm/Sc~eens Yes Settlement None Obs. Oulside Entry Yes Unknown 14-16 Manufactured House No Infestation None Obs. ROOMS Kitchen Den Family Rm. Rec. Rm. Bedrooms # Baths I Laundry Other Area Scl. Ft. Basement I Area Level l 1 1 633 Level 2 3 1 633 Finished area above cjrade contains: 6 Rooms 3 Bedroom ~); 1 Bath(s); 1~266 S~ Jure Feet of Gross Livincj Area INTERIOR Materials/Condition HEATING KITCHEN EQUIP. ATrlC AMENITIES CAR STORAGE: Floors Hrdwd/Carp/Vinyl Type BBHW RefTigerator [] None [] Fireplace(s)#__ [] None [] Walls Plaster/Panel Fuel Propane Range/Oven [] Stairs [] Patio [] Garage #of cars Trim/Finish Wood CondilionAverage Disposal [] Drop Stair [] Deck [] Attached Bath FIoor Carpet COOLING Dishwasher. [] Scuttle [] Porch Two [] Detached 2 BathWainscol Plaster/Panel Central None Fan/Hood [] Floor [] Fence [] Built-In Doors Wooden Olher None Microwave [] Heated [] Pool [] Carpod Condition ConditionNIA Washer/Dryer [] Finished [] [] Driveway 4/Stone Additional features (special energy efficient items, etc.): Some replacement windows added; ceiling fans; small frame shed/playhouse. Condition of the improvemenls, depreciation (physical, functional, and external), repairs needed, quality of construction remodeling/additions, etc.: Improve merits are in average condition with no physical or functional inadequacies apparent. Current resident [relative] has a "life estate" in the subject property. Adverse environmenlal conditions (such as, but not limited to, hazardous wasles, toxic substances, elc.) presenl in the improvements, on the site, or in the immediale vicinity of the subjecl properly: No adverse environmental conditions are apparent/disclosed. Freddie Mac Form T0 6-93 ~ PAGE 1 OF 2 Fannie Mae Form 1004 6-93 Produced ming ACl soltware, 800.234.8727 ~r~,,'w.aciweb.com SUMMARY APPRAISAL REPORT va~uat~o. Sect~o. UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 04-0383 ESTIMATED SITE VALUE ........................... = $ __ 40 Comments on Cost Approach (such as, source of cosl estimate, ESTIMATED REPRODUCTION COST-NEW OF IMPROVEMENTS: site value, square foot calculation and for HUD, VA and FmHA, the Dwelling 1,266 Sq. Ft. @ $ 58.00 = $ 73,428 estimated remaining economic life of the property): Bsmt. 633 Sq. Ft. @ $ 14.00 = 8,862 Cost new from Marshall Swift Valuation Service ~ed = 12,000 Handbook and local cost analysis. Land value from Garage/Carport 728 Sq. FL @ $ 16.00 = 11~648 Market Data Comparison. Depreciation based on Total Estimated Cost New ................ = $ 105,938 observed condition and Market Data Analysis. Less Physical IFunclionalI External Est. RemainingEcon. Life:-14 EstimatedRemainingEconomicLifeis40-45years. Depreciation $30~000[ [ = $ 30~000 Depreciated Value of Improvements ................... = $ 75 'As-is" Value of Site mprovements .................. = $ INDICATED VALUE BY COST APPROACH ............ $ 119 ITEM [ SUBJECT COMPARABLE NO. 1 COMPARABLE NO. 2 COMPARABLE NO. 3 74 Beechcliff Drive 2381 Lambs Gap Road 1945 Good Hope Road 824 West Trindle Road Address Mechanicsbur Enola Mechanicsburg Mechanicsburg 4.1 MI ENE 4.7 MI ENE 4.7 MI SE Sales Price N/A $ 115 $ 115 $ 105 Price/GrossLiv. Nea 0.00 ~ $ 88.73 ¢1 86.81 ¢] $ 91.65 Data and/or Inspection Verification Sources CHR MLSICourthouse Records MLSICourthouse Records MLSICourthouse Records VALUE N3JUSTMENTS DESCRIPTION DESCRIPTION DESCRIPTION DESCRIPTION Sales or Financing None, Conv ', None, Conv None, Conv Concessions DOM 88 I DOM 93 DOM 67 ', Date of Sale/Time 12103 ', 9~03 1103 ', Location Suburban Suburban '~ Suburban Suburban Site Acre+l- 2.4 Acres+l- -7 1.7 Acres+l- -3 .2 Acre+~- o~Con~dm /Block i/Aluminum ', 68 Yrs 53 Yrs 58 Yrs ', 81 Yrs ', Condition Inferior Inferior ', Above Grade Baths Ba~ Baths Room Count 25 6', 3 1.00 4', 1.00 3', 1.00 2', ' -1,000 0 Basement&Finished Full Bsmtl Full Bsmt/ Full Bsmt/ Full Bsmt/ ', Rooms Below Grade Unfinished Unfinished Unfinished Unfinished GHW/None OFHA/None OHW/None ', OFHA/CA Efficient items ~ical ~ical ~ical ', )ical ,, 2 Car Garage 2 Car Garaqe 3 Car 1 Car Garage Porch, Patio, Deck, Porches/Shed Porch/Sheds 0 Sunroom 0 PorchesIFencg ', 0 Fence, Pool, etc. None None None None 2 $ 2 $ 113 $ 113 $ 116 Commenls on Sal~.s Comparison (including the subject propedy's compatibility to the neighborhood, etc. ): All comparables are similar in are verified closed sales~ are from the same school district, and are the best currently available. Limited sales of older homes in subject°s value range have recently occurred, rquiring an expanded search. Surplus land was D00/acre. Range of value is $113~000 to $125r000. ITEM SUBJECT COMPARABLE NO. 1 COMPARABLE NO. 2 COMPARABLE NO. 3 Date, Price and Data 04/2111983 Source for prior sa~es $1.00 None None None CHR Courthouse Records Courthouse Records Courthouse Records Analysis of any current agreement of sale, option, or listing of the subject property and analysis of any prior sales of subjed a[~d comparables within one year of the date of appraisal: )rior sales within three years were found. Current resident [relative] has been granted a "life estate" in the subject INDICATED VALUE BY SALES COMPARISON APPROACH ............................. · ........................ $ 117r000 [] INDICATEDVALUEBYINCOMEAPPROACH(IfApplicable) EstimetedMarketRent$ NIA /Mo. xGrossRentMuit¥1ier NIA =$ NIA This appraisal is rnade [] 'asis' [] subjedtotherepa~s, alterations, inspedionsorcondilionslistedl~.flow [] subjed to cornpletion per plans and specifications. ConditionsofAppraisal: The property has been appraised in current condition. This appraisal is for client onl¥~ nontransferable. See attached addendum. Final Reconciliation: Cost and Market Analysis consistently support my estimated market value. GRM analysis was found 3riate for this analysis. Greatest weight is applied to the Market Data Analysis. Supporting file information substantiates these estimates. The purpose of this appraisal is to estimate the market value of lhe real property lhat is the subject of this report, based on the above conditions and the certification, contingent and limiting conditions, and market value definition that are slated in the attached Freddie Mac Form 439/Fannie Mae Form 1004B (Revised 6/93 ). I (WE) ESTIMATE THE MARKET VALUE, AS DEFINED, OF THE REAL PROPERTY THAT IS THE SUBJECT OF THIS REPORT. AS OF 31512004 (WHICHISTHEDATEOFINSPECTIONANDTHEEFFECTIVEDATEOFTHISREPORT)TOBE$~l.17r000 .~ .-'""--~ . APPRAISER:v,~ .¢ (~ /") f ,L SUPERV~----EPRAJS~ERJ~N}'Y~RE~U'.~.rrJ;Z)~ Signature ~.~_.,,~_.,.~_ _~'_. V (__,'~_.~_.~. ~r- Signature ---) ~ w ~ ",/ ' [--~Did []Did Nol Name Cassandra J. Crockett ~"-,~ Name Steven W. Barrett, SRPA, SRA Inspect Properly Date Report Signed 06/16/2004 Date Repod Signed 06/16/2004 State Certification # RL-001348-L State PA State Certification # GA-000298-L State PA Or State License # State Or State License # RB-026921-A State PA Freddie a,c F~m ~0 ~ Certified Residential PAGE 2 OF 2 Certified General Appraiser F,,n~ Ma, ~m Appraiser ,,o~,~,~.,~,~ ^c~,o~,,, ~,0.~,.~ Steven W. Barrett R.E. Appr. Svc. SUMMARY APPRAISAL REPORT ~lemental Vaiuation Section UNIFORM RESIDENTIAL APPRAISAL REPORT File No. 04-0383 ITEM I SUBJECT COMPARABLE NO. 4 COMPARABLE NO. 5 COMPARABLE NO. 6 74 Beechcliff Drive 903 Orrs Bridge Road Address Mechanicsbm Mechanicsburg 5.7 MI E Sales Price N/A $ 1 '18 $ Price/Gross Liv..NBa 0.00 ~ $ 99.83 Data and/or Inspection Verification Sources CHR MLSICourthouse Records DESCRIPTION I + (') $ Adjustment DESCRIPTION , (-) $ Adjustment DESCRIPTION + (-) $ Adjustment VALUE ADJUSTMENTS DESCRIPTION Sales or Financing None, Conv ', Concessions DOM 9 ,, Date of Sale/Time 5/04 ', Suburban Suburban Site 1 Acre+l- .4 Acre+/- ', 3. View ', of ConatUJ0n ', 68 Yrs 79 Yrs ; Condition ' , Above Grade Baths ', Baths Totali Bdrm. i Saths , Room Count 3', 1.00 5! 3', I Sq. Ft. Sq.Ft. Basement&Finished Full Bsmt/ Full Bsmt/ Rooms Below Grade Unfinished Unfinished Functional Utility ' GHWINone OFHAJCA -2 ' )ical dcal 2 Car Gara ' Patio, Deck, Porches/Shed Porch 0 ', I I Fence, Pool, etc. None None ' . 5 '$ o [] + ~- is o Adjusted Sales Price $ 124 $ 0 ~ $ 0 Comments on Sales ComParison (including the subject property's compatibility to the neighborhood, etc. ): ITEM SUBJECT ] COMPARABLE NO. 4 COMPARABLE NO. 5 COMPARABLE NO. 6 Date, Price and Data I Source for prior salesNone I None CHR I Courthouse Records ,~alysis of a~r~rrent agreement of sale, option, or listing of the subiect property and analysis of any prior sales of subject and comca'ables within one yea' of the date of apFaisal: produced using ACI soltware, 800234.6727 www.a¢iweb.com APPRAISAL Personal Property of /'~'/~/_5 .fig ~5' .5 ~ ~ 7-/J 7-~ Appraised by Chuck E. Bricker AU094-L Date,//' --~=.~.~g- ~ ~ ITEM VALUE ITEM VALUE ~y ~ ~ ~ /~,~ Investment Group M&T Bank, One M&T Plaza, Buffalo, NY 14203 April 26, 2O04 R. Mark Thomas, Esq. 101 South Market Street Mechanicsburg, PA 17055-3851 Re: Marjorie W. Mohler Trust U/W fbo Mae Noss (315781609) Dear Mr. Thomas: I am the trust officer administering the above trust. As we discussed, there was undistributed income of $713.98 on hand as of Mae Noss' date of death, which is payable to her estate. Enclosed for signature by the Executrix of the estate is a Receipt, Release and Indemnification Agreement. By signing the release, Sharon Jordan waives her right to a full accounting of the trust, acknowledges receipt of the sum as indicated, and releases the Bank from any and all liability as Trustee of the trust. If this meets with her approval, please have her sign the release where indicated and have the release notarized. Please also provide me with a copy of Sharon Jordan's appointment as Executrix. Also enclosed is a Form W-9 for the estate. If it appears to be in order, please have the executrix sign and date it where indicated, and return it to me together with the signed release and a copy of the Court appointment in the postpaid envelope provided. Thank you for your help. Should you have any questions or concerns, please give me a call. Very truly yours, apaan ri'rust Officer (716) 842-5880 / (800) 278-5141 PHK/ Enclosures RECEIPT FOR PAYMENT Cumberland County - Reqister Of Wills Receipt Date: 6/09/2004 Hanover and Hiqh Street Receipt Time: 12:53:35 Carlisle, PA %7013 Receipt No.: 1036842 NOSS MAE A Estate File No.: 2004-00262 Paid By Remarks: R. MARK THOMAs JA ........................ Receipt Distribution ........................ Fee/Tax Description Payment Amount Payee Name SHORT CERTIFICATE 9.00 CUMBERLAND COUNTY GENERAL FUN Check# 2236 ~.00 Total Received ......... 00 RECEIPT FOR PAYMENT Cumberland_CountY - Register Of Wills Receipt Date: 3/17/2004 Hanover and Hiqh Street Receipt Time: 13:56:16 Carlisle, PA I7013 Receipt No.: 1035952 NOSS MAE A Estate File No.: 2004-00262 Paid By Remarks: R MARK THOMAS ......... =---. ........... Receipt Distribution ........................ Fee/Tax Description Payment Amount Payee Name PETITION FOR PROBA 260.00 CUMBERLAND COUNTY GENERAL FUN RENUNCIATION EXECU 5.00 CUMBERLAND COUNTY GENERAL FUN EXTRA PAGES 9.00 CUMBERLAND COUNTY GENERAL FUN SHORT CERTIFICATE 18.00 CUMBERLAND COUNTY GENERAL FUN JCP FEE 10.00 BUREAU OF RECEIPTS & CNTR M.D Check# 2166 '- ...... ~6~[$~-- Total Received ......... $302.00 .COMMONWEALTH OF PENNSYLVANIA REV-1162 EX I 11-96) DEPARTME~IT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT, 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 003988 THOMAS R MARK 101 SOUTH MARKET STREET MECHANICSBURG, PA 17055 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... 101 I $41,000.00 ESTATE INFORMATION: SSN: 191-26-7133 FILE NUMBER: 2104-0262 DECEDENT NAME: NOSS MAE A DATE OF PAYMENT: 05/28/2004 POSTMARK DATE: 05/27/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/05/2004 TOTAL AMOUNT PAID: $41,000.00 REMARKS: CHECK# 2230 INITIALS: JA · SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS TAXPAYER CUMBERLAND LAW JOURNAL 32 SOUTH BEDFORD STREET CARLISLE, PA 17013 April 16, 2004 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: R. Mark Thomas, ESQUIRE Mae A. Noss, ESTATE RE: Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: April 2, 9, 16, 2004 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second Proof Request $ 0.00 Payment received $ 0.00 Total Amount Due $ 75.00 Payment received PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L.1784 STATE OF PENNSYLVANIA : : SS. COUNTY OF CUMBERLAND : Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: APRIL 2, 9, 16, 2004 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. ~c~isa Marie Coyr~, Editor Nons, Mae A., dec'd. Late of Mechantcsburg. SWORN TO AND SUBSCRIBED before me this Adminlstratrtx: Sharon N. Jordan, 4 Foxtail Court, Mechanicsburg, 16 day of APRIL 2004 PA 17050. Attorney: R. Mark Thomas, Es- ~~_~ quire, Attorney at Law, 101 South Market Street, Mechanicsburg, _ [ N0 I LOIS E. SNYDER, Notary Public ! Carlisle Bom, Cumberland County ! My Commission Expires March 5, 2005 Ad Order Number 0001084081 Sales Rep. rholton Order Taker rholton Order Source Fax Customer R. MARK THOMAS Customer Address ATTORNEY AT LAW,101 SOUTH MARKET Mechanicsburg, PA, USA 17055-3851 Order Confirmation Customer Account 35242 Customer Phone #1 717-796-2100 Customer Fax Payor Customer R. MARK THOMAS Payor Account 35242 Ordered By MARl( THOMAS Customer Phone #2 Customer EMail Special Pricing None PO Number Tear Sheets 0 Invoice Text Proofs 0 Affidavits 1 Net Amount $109.30 Blind Box Tax Amount $o.oo Promo Type <NONE> Ad Order Notes Total Amount $109.30 Materials Payment Method Payment Amount $0.00 Amount Due $109.30 Ad Number 0001084081-01 Ad Attributes Ad Type Legal Liners Ad Size Color 1.0 X 17 Li <NONE> Ad Released Pick Up No Production Production Notes Ad Booker Product Information PNCO: :Full Run Run Schedule Invoice Text ESTATE NOTICELetters of Product Information Online: :Full Run Run Schedule Invoice Text ESTATE NOTICELetters of 4/13/2004 1:30:45 PM Placement/Classification Run Dates 840W - Metro West Legals 3/30/2004, 4/6/2004, 4/13/2004 Sort Text ESTATENOTICELETTERSOFADMINISTRATIONONTHE Placement/Classification Run Dates 840W - Metro West Legals 3/30/2004, 4/6/2004, 4/13/2004 Sort Text ESTATENOTICELETTERSOFADMINISTRATIONONTHE Page1 #Inserts 3 # Inserts. 3 Cost $107.55 Cost $o.oo THE PATRIOT NEWS THESUNDAY PATRIOT NEWS Proof of Publication UnderAct No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Asst. Controller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-New~ and The Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/ Metro editions which appeared on the 30th day(s) of March and the 6th and 13th day(s) of April 2004. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION ~ COPY ~;~';~'~'1~'~;'~~ --13th day o ,~pri, 2 Alii' My Commission E~res June 6, 2006 I v NOTAI~'Y PUBLIC Lltteri of A~ImlnlStr~tISTAT! NOTICEon on rne E$tm~ o~ Member, Pent, sylvania Association Of Notaries My commission expires June 6, 2006 ~ A. Ne~, lo'fo ef Mechqnlcsburg, Cunt- --'naeon~rannatonnu~e-~,~n~s. R. MARK THOMAS ~ ~11 ~ knowing them#lve~ to be In- ~..u ~ wm m. ke ~vm.~t I~ ATTO R N EY-AT-LAW ~m. m~m mr .l~llmont fo: ' Sharon n. Jerkin 101 SOUTH MARKET STREET 4 Fox~,,C~rt MECHANICSBURG, PA. 17055-3851 ~rg, PA 17~8 R. Mark Tlle~l~S .A,--..,~L, ;~ o~ Statement of Advertising Costs To THE PATRIOT-NEWS CO., Dr. For publishing the notice or publication attached hereto on the above stated dates Total $ 109.30 Publisher's Receipt for Advertising Cost The Patriot News Co., publisher of The Patriot-News and The Sunday Patriot-News, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. By .................................................................... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 NOTICE OF INMtRITANCE TAX APPRAISEMENT; ALLOWANCE OR DISALLOWANCE OF DEDUCTIDNS AND ASSESSHENT OF TAX ~~:TE OF DATE OF DEATH FILE NUMBER COUNTY lICN 02-07-2005 NOSS 03-05-2004 21 04-0262 CUMBERLAND 101 r' l,: R MARK THOMAS ESQ 101 S MARKET ST MECHANICSBURG PA 17055 r *' IEV~1547 EX AFP rl2-D4l MAE A Amount Rellitted I CHANGED III (21 (31 (41 (51 (61 (71 117.000.00 .00 .00 .00 239.222.56 .00 .00 (BI 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 ~ ~rV .:r~\"f.Ii<..AFp..rll1"':6~r.NllYicE.oF-1Nt1ER.fn'N'cE.i"Ax.A.PPRA.flllii€N'i':..A'LlowANCE.oR'.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF NDSS MAE A FILE NO. 21 04-0262 ACN 101 DATE 02-07-2005 TAX RETURN WAS: (X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate {Schedule AJ 2. stocks .nd Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) ~. Mortgages/Notes Receivable {Schedule DJ S. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. ~ointly Owned Property (Schedule FJ 7. Transfers {Schedule GJ 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad.. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Toial Deduciions 12. Net Value of Tax Return 13. Charitable/Governmental Bequestsj Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (91 (101 16,410.28 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 356,222.56 18.R~n 97 337,371. 64 5,000.00 332,371.64 NOTE: If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ~ returns assessed to date. ASSESSMENT OF TAX: 15. Amouni of Line 14 ai Spousal rate (15) 16. Amount of Line 14 iaxable at Lineal/Class A rat. (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of line 14 taxable at Collaieral/Class Brat. (18) 19. Principal Tax Due .00 X 00 = .00 .00 X 045 = .00 28,716.22 X 12 = 3,445.95 303,655.42 X 15 = 45,548.31 1191= 48,994.26 2.440.64 (Ill 1121 1131 1141 T6Y CREDIT'" ....n:N I "J AHOUNT PAID DATE NUHBER INTEREST/PEN PAID (-I 05-27-2004 CD003988 2,157.89 41,000.00 09-30-2004 CD004449 .00 5,944.26 TOTAL TAX CREDIT 49,102.15 BALANCE OF TAX DUE 107.89CR INTEREST AND PEN. .00 TOTAL DUE 107.89CR ~ :Ji; , . IF PAID AFTER DATE INDICATED, 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, YDU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. I 'JK n<:iC'="-" r';TI0E 0r: BUREAU OF INDIVIDUA~<,t"-~JI:.j=U \)rr.\; \-.Jl DeERITAHCE TAX DIVISION . (' PO lOX zaD60l L,) HARRISBURG PI 11121-1601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE J:NHERJ:TANCE TAX STATEMENT OF ACCOUNT *' REV-160~ EX AFP [03-05) 2fiUHIAY 20 PM 12: 38 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 05-02-2005 NOSS 03-05-2004 21 04-0262 CUMBERLAND 101 Mount R_1tt... MAE A CLERK OF QRPi-Wj'S COURT R MARK T!8gEJ;;M'JD CO. PA 101 S MARKET ST MECHANICSBURG PA 17055 I: PAV.ENT TO: MAKE CHECK PAYABLE AND REMIT REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To lnsur. pra~r cr.dit to your ~ount, ~lt the upper portion of this fo~ .1th your i.x p~t. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS..... . ................................................................................................................ REV-1607 EX AFP (03-05) ... INHERITANCE TAX STATEMENT OF ACCOUNT ... ESTATE OF NOSS MAE A FILE NO.21 04-0262 ACN 101 DATE 05-02-2005 THIS STATEllEHT IS PIIlIVIDED TO ADVISE OF THE CURREHT STATUS OF THE STATED ACN IN TNE NAMED ESTATE. S,,*" BELOII IS A _IV OF THE PRIIICIPAL TAX DUE, APPLICATION OF ALL PAYIlEHTS, TIlE CURREHT BALANCE, AND, IF APPLICABLE, A PRO~ECTED IHTEREST FI8URE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 01-31-2005 PRINCIPAL TAX DUE: 48,994.26 PAYMENTS (TAX CREDITS): PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 05-27-2004 CD003988 '- 2,157.89 "- 41,000.00 09-30-2004 CD004449 .00 ...... 5,944.26 04-14-2005 REFUND .00 107.89- TOTAL TAX CREDIT 48,994.26 BALANCE OF TAX DUE , .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE, SEE REVERSE TOTAL DUE .00 . SIDE FOR CALCULATION OF ADDITIONAL IHTEREST. ( IF TOTAL DUE IS LESS THAN t1, NO PAYIIEHT IS REIlUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRI, YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. I ~"'- ~ ';~"$- f.~ ~"\..\ ~ ~J ~ Re~Ji.:Sit<Ci' ofYJiHs; of Cii.lTubeirland Counri <O.J' oJ STATUS REPORT lJl\luER RULE 6.12 Name of Decedent: Mae A. Mu::;::; Date of Death: March 5, 2004 2004-00262 Estate No.: . Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration of the above-captioned estate: 1. State ~ether administration of the estate is complete: Yes ~ 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 personal representative file a final accoiuitwith the CoUrt? . Yes 0 No ~ b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the perso~representative state an account informally to the parties in interest? Yes 1p. 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. Dale: ;}'/3/:;#)P ~J~ Signature lI!:" " R. Mark Thoma!';, F.c::q11ire Name 101 South Market Street Mprh~nicsburg, PA 170JJ Address 717-796-2100 Telephone No. Capacity": I ..l'";i_........,..._~l DQ-'--s:Q;-"'r'!"'~~T,", ~ rC;.L~vlla.l. ,L.........}'lC ",.L.Ll.a.UvC 1"""\. ~....._......_,.._.,........__;"'..._....~o. , \"".o!...lDsel ,!.\..i! pel ~Ol!a.l1 e}.l.!. ei::lCL!.ta.\.lV.... f~ Curoberland County - ~eglster ur Wl~~S One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 2/02/2006 THOMAS R MARK 101 SOUTH MARKET STREET MECHANICSBURG, PA 17055 RE: Estate of NOSS MAE A File Number: 2004-00262 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. 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: 3/05/2006 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~~ . . .~., ~a ' ~.... GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) .Judge