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Home My WebLink About02-0041PETITION FOR PROBATE and GRANT OF LETTERS Estate of /)'l,q-gy t/ /-[n~RT~/~al~T No. also known as To: Deceased. Social Security No. O.t- Oo - Register of Wills for the County of C ~n~ Bo-J amd Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut r;,z in the last will of the above decedent, dated and codicil(s) dated in the named Dee. em g~-,r ! ~ , 19R,Z ~(state relevant circumstances, e.g. renunciation, death of'executor, etc.) Decendent was domiciled at death in Ca m/~r-/a nc/ County, Pennsylvania~ with h er last family or principal residence at ~IB ~'. ioo"Ha~d .5~'ee/'.. /H~c~tan/cshur~ (list street, number and muncipaliiy) Decendeht-, thegn' -7 z/, years of age, died De .-- .~/~ ',~ at Excep[ as foi. l~w~.;, decedent did not marry, was not'divorced and did not have a child born or adopted after executioff.6f, tge will offered for probate; was not the victim of a killing and was never adjudicated Decendentm'death owned property with estimated values as follows: (If d6hii'cil~d'in,'Pa.) All personal property $ (I~ noi domi~ied in Pa.) Personal proPerty in Pennsylvania $ (If not domiciled 'in Pa.) Personal property in County $ Value of real estate in Pennsylvani_a _ $ · ~o, ~oa .~" situated as follows: 31lb ~.. /°~rfland aPre~P~ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) herewith and the grant of letters 7%s~tr~/e;/t/~'.V ' presented (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. ~I-#tea /r/~ r i e Za te~ /u e OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA -I ' The pefifi,o, it.~r(s) above-named swear(s) or affirm(s) that the statements ~n the foregmng peUUon are true and correct {o the best ~f the knowledge and belief of petitioner(s) and that as personal represen- of the, above decedent petitioner(s) will well and truly administer the estate according to law. tative(s)' . x- : Sworn -to~ or' affirmed .-and subscribed beforp4j:ne this / z/r.~ ~ davy. ?f~ / 7' 33-/I d ' . R/egisierd'~-.. No. 21-02-41 Estate of. MARY V. HARTRANFT ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JANUARY 15 ~f2002', in consideration of the petition on thc reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated DECEMBER 15, 1982 · described therein bc admitted to probate and filed of record as the last will of MARY V. HARTRANFT ' ; andLetters .TESTAMENTARY are hereby granted to ANNA MARIE LAVERTUE ~' :~" FEES Probate, Letters, Etc .......... $. 115.00 ShorrCertifieates(5) .......... $ 15.00 ~ EXTtL~,.]?G$.'.2.. , $.' 6.00 ' JCP $. 5. O0 TOTAL __ $. 141.00 Filed ...J.A:N..U.A.'R'Y-. 1. 5.,..2.Q .0 .2 .......... ; ........ ' ATTORNEY (Sup. Ct. l.O. No.) ..~ ff.~'/'O~ :. ADDRESS · ,, , 717- 7d~-oZ~7 PHONE MAILED LETTERS TO ATTORNEY JANUARY 15, 2002 105.805 REV9/86 NING :,,,.11 Offi~:e': for ~ '.~ ~.~, "'.Cumberand ,, Me~nidsbu~g ,,~ 7'., -"~' ;318~.~oflland street ~ '~;~f;' ;~ ' ~?~?' ',.~ 'E4.5,. "5:' '~'~/~- ;~; ';t'~ ~ ' ~z ~"~" ~t~ ,,-~,~ .... ...~ ;~ .~. .-.' ,.~q~ephW. Ha~ran~ '~' '" ; ...... ~1~: " '"' ' I~ ,' '-, '~' / .... " % "/ I~.;;-~ ~ ~,~ ~, ~.' :','::,~"~ , : ~.z,.s,~u~.¢~.,~..~ , ,~, , John' Sabados - ',,, -~a; --.1 ,., ,. ,;.~:-? ~T.E.'S~ ¢,~.~ ~ .- Anns;,Mo~on~ ~ 's.~o ,0,~,;,. : t ~-' Joseph W~Uadran~' ' ,'.~'¢,-,,,~.'-,.~; .:-.,,~' - i~rs.,~.,,--~, .......... . ,. ' ' '-"5,' - "'-" ~' '-.," "-', ~''' %~%.~' ,:.'~ ~,~' , :'..., ~:~7Poma~me~e~csourg Pa..17055 .' - oc ..... .,'-. -: ,' ~z' '--'(:" ' -' '~.".~'~ ..... '~.'. ,,q,~[~.. ;. . '-'.¢~ .~ ~.':.t. :.,.-', '~z?,'.-,. . -a '. ... '..:. ..... ~ .... ~'"'"~5 ~: ~ 20dl t ~ ~,"~St.tMa~ Sta~f0f the Sea~ ~'< ~'~/~ 'Brankhdale"Pennsylvania .,, - ~;, :,~ ~,:-: ,~t .& % ,~ ,,., .,.,, ~ ~,,,g, ~ ~,.~,, .:~ .:,,,, %, ~,~.? ~' ,-. ¢;:, · . 5' FD-012662-L, ~,, , ~ ~ner~Home. Inc. aZ East Main Sheet Mechan cs~urg Pa 17055 ". ' .... ~ ' ' "'"~' -- "--> =~ I~.-~ '; ~' :.' "' : ~ '. ' ;' ~: .'~,i ~-, ~.ill. '~ ',(:1~-~I ~ :,,:? .- *f,~ :7' .-t-. ;.,, 7;', Dr. Uichael~.Kie'inMO ': :- ?~ ,~'/'~ 50 N 12th St~'.e~ Lemo'yne. PA 17043 $~ELBAKER, MCCALEB & ELICKER 21202-0041 LAST WILL 'AND. 'TESTAMENT MARg'V HARTRANFT I, MARY V. HARTR~NFT, of the Borough of. Mechanics'burg, Cumberland County, Pennsyl~nia,-'being of sound and disp'osing mind,-memo'ry, and understanding, do hereby, make, publ-ish and dec'lare' this as and for my 'Last Will an'd Testament, hereby revoking-and making void any. and all Wili~ by me at any. time"he.r'gtofore made. 1. I direct that all.my debts and funeral expenses be paid as soon as practicable after my death by my Executrix or Executor, whichever the case may be, hereinafter named. 2. Ail the rest,' residue and remainder Of.my estate, r~al, personal and 'mixed, and wheresoever the game may be situate',. _I give, devise and bequeath in &~U~l"sh'ares tb 'my daughter, ANNA MARIE:L~VERTUE and m~ son, JOSEPH G. HAR~RANF their heirs.arid ~ssigns. Shouldeither or both of my chil~re~ predecease me, I direct the share such deceased child would h~ve received s~all pass to her or his issue surviving me per stirpes and'if there be no such issue then such shar~ shall lapse.. - 3. .I hereby nominate, constitute and appoint my said daughter, 'ANNA MARI~ · LaVERTUE, as Executrix 'of this my Last Will and' T~stament, but should she pre- decease me or fail to qualify, then in such event, I nominate,-constitute and appoint my son,.JOSEPH-G. HARTRANFT, as'.Executor 6f this my Last Will and' Testa ment, and I further direct that no person serving as Executrix or Executor shall be required to post any bond to secure the f~ithful performance of'her or his duties in the Commonwealth.' 6f PennsylvaniB. or in any 0~her jurisdiction. IN WITNESS WHEREOF~. I have'hereunto ~e[ 'my hand.and'.seal t~'tBis my Last- T~[~AT2'~.T C;'.;A JJIW T2AJ LAW OFFIr'ES SNELBA~ER, McCALEB & ELIC:KER Will and Testament written on two (2) pages this 1982. day of · Mary 0v. Hartra'~ft ' ~ (SEAL) Signed.; sealed, published and declared b~ MARY V. HARTRANFT, the Testatri] above named, as and for her Last Will and Testament,' ~_n our presence, who, in h presence, at her request, and in the presence ~ot each other, have hereunto subscribed our names~as attesting witnesses. -2- I.AW OFFICES SNELBAI(ER, McC:ALEB P-.ELIC~ER COMMONWEALTH OF PENNSYLVANIA) : .SS. COMBatANt) We,-MARY V'. HARTRANFT,' E. ROBERT ELICKER, I~ and SUSAN A. McCOY, the Testa. trix and the witnesses, 'respectively, whose names aTe,signed to the attached or for~going'instrumefit, being first duly sworn~-do hereby declare to'the under- signed"authori~y .that the Testatrix signed"and e'xecu~ed the instrument as her Last Will and .Testament ~nd that she had signed wiilingly, and that ~he ~xecute it as her/free.and vb'~u~ary ach for ~he.purposes therein ~xpressed, and that each of the witnesseS, in [~e presence and h~aring of.the Testatrix, signed the Will as witness and'tha~ to the best of'his or her knowledge th~ Testatrix was. that-time eighteen (18) years of age o~ olde~, '~f. sound mind..and under no constraint or undue influence. . Witness witness Subscribed, sworn to. and acknowledged before ;me .by ~LARY V. ~ARTRANFT., the. Testatrix, and subsccibed and sworn to before me by E. ROBERT ELICKER, II SUSAN A. McCOY, witnesses, this /-~-~ day of ~~ , 1982. and ~otary Public CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No. Mary V. Hartranft December 22, 2001 Admin. No. 21-02-0041 TO THE REGISTER: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiap~es of the above-captioned estate on February 5, 2002: Nallle Anna M. Lavertue Joseph W. Hartranft Rhiannon Hartranft Trinell Hartranft Address 64 Skyline Drive, Mechanicsburg, Pennsylvania 17050 318 East Portland Street, Mechanicsburg, Pennsylvania 17055 4113 Wake Forest Drive, Las Vegas, Nevada 89129 305 Brandy Lane, Mechanicsburg, Pennsylvania 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: February 5, 2002 CHARLES E. SHIELDS, III 6 Clouser Road Mechanicsburg, PA 17055 Telephone: (717) 766-0209 Counsel for Personal Representative STATUS REPORT UNDER RULE 6.12 Name of Decedent: ~~~/ ~~ /~. Date of Death: /J--~--69/ J Will No. Admin. No. c~/- O~- OO~// 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: State whether administration of the estate is complete: Yes ~ No__ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? yes. No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or :informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: ~,/~.oT----~ ~ ~.~ ~ Signature Cb~rtes E. Shields, III Name (Please type or print) 6 Clou~ser Road, Mechanicsburg, PA 17055 Address (717) 766-0209 Tel. No. Capacity: __Personal Representative '~Counsel for personal representative GEORGE M. HOUCK (1912-1991) CHARLES E. SHIELDS, III A TTORNEY-A T-LA W 6 CLOUSER ROAD Corner of Trindle and Clouser Roads MECHANICSBURG, PA 17055 TELEPHONE (7.17) 766-0209 FAX (717) 795-7473 October 22, 2002 Ms. Cheryl Winters Register of Wills Cumberland County Court House 1 Court Square Carlisle, PA 17013 Re: Estate of Mary V. Hartranft 21-02-0041 Dear Mary: Please fred enclosed herewith Check # 1001 - $4,097.52 in payment of the Inheritance Tax. The inheritance tax returns are in the process of being finalized and will follow. Thank you for your assistance with this matter. Very truly yours, -, Charles E. Shields, III CES:dab Enc. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001767 SHIELDS CHARLES E III 6 CLOUSER ROAD MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 209-14-8631 FILE NUMBER: 2102-0041 DECEDENT NAME: HARTRANFT MARY V DATE OF PAYMENT: 10/24/2002 POSTMARK DATE: 10~22/2002 COUNTY:. CUM BERLAN D DATE OF DEATH: 12/22/2001 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $4,097.52 TOTAL AMOUNT PAID: $4,097.52 REMARKS: SEAL CHECK//1001 INITIALS: CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS~ REGISTER OF WILLS ,, COMMONWEALTH OF · ~ PENNSYLVANIA · .e~2~;~2a'~r--~,..DEPARTMENT OF REVENUE F'~.~,,~-~'~ DEPT. 280601 '~~-~1~1~1~1~1~> HARRISBURG, PA 17128-0601 REV- 150'0 INHERITANCE TAX RETURN RESIDENT DECEDENT' · ':OFFIClAIJ uSE ONLY / '7 FILE NUMBER 2/..- oz COUN'P~ CODE YEAR NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER z H~q/~T,~',qA/,C"'7'~, /)f,q/'ey K .30? - /'-,/ - ~'(,,,,~1 .IJJ ~.~ DATE OF DEATH (MM-DB-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN BUPLICATE WITH THE UJ I 2. - ~ ;2 -- ,~, ~O I O I - 7-2. - J q 2. '7 REGISTER OF WILLS· Iii ,(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) . SOCIAL SECURITY NUMBER rq~l. Odginal Return ~] 2. Supplemental Return ['-'-] 4. Limited Estate [] 4a. Fdture Interest Compromise (date of death after 12-12-82) [~'] 6. Decedent Died Testate (Attach copy of Will) [] 7. Decedent Maintained a Living Trust (Attach copy of Trust) [] 9. Litigation Proceeds Received i~ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1.1.95) NAME d,~.,~./~.~..~.,~. ~ ~,/,//~,..~,~).~ ~ FIRM NAME (IfApplicable) TELEPHONE NUMBER ---I 3. Remainder Return (date of death pdo~to 12-13-82) [~]5. Federal Estate Tax Return Required ~) 8. Total Number of Safe Deposit Boxes i-~ 11. Election to tax under Sic. 9113(A) (Aitach Sch O) - ' ' · ' -~-- - ...... ~' ~-7'. COMPLETE MAILING ADDRESS 1. Real Estate (Schedule, A) (I) 2. Stocks a~nd Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) . (Schedule E) 6. Jointly Owned Property (Schedule F) (6) !.~ Separate Billing Requested 7. Intar-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) . '(9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) ' (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. '/' 0 C::' ! (8) Charitable and Governmental Bequests/Sec 9113 Trust.s'for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (11) (12) (13) · (14) OFFICIAL US~ ONLY 12~,, 631.5'q f ql,'oS'~,. 15'. 15. 16. 17. 18. rate, or transfers under Sec. 9116 (a)(1.2) Amount of Line 14 taxable at lineal rate Amount of Line 14 taxable at sibling rate SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES Amount of Line 14 taxable at the spousal tax O x .0 0 (15) x .12 (17) Amount of Line 14 taxable at collateral rate x .15 . (18) t9. Tax Due (19) Decedent's Complete Address: CITY Tax Payments· and CreditS: 1. Tax Due (Page 1 Line 19). ' 2. Credits/Payments A. Spousal Povbrty Credit 8. Prior Payments ' C. Discount 3. Interest/Penalty if applicable D. Interest ' E. Penalty " ISTATE (1) Total crediis (A + B + C ) (2) (3) (4) (5) (5Al Total Interest/Penalty If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box oh Page 1 Line 20 to request a refund ' If Line 1 + Une 3 is greatei than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due.' B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. D+E) (5B) ZIP '-/, ., Make Check Payable to: 'REGISTER.OF WILLS, AGENT ",. PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS No AS PARTOFTHERETURN. 1. Did decedent make a transfer and: Yes 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; ........................................... '. [] ~. retain a reversionary interest; or .............................. : .............................. ; ............................................................ [] d. receive the promise for life of either payments, benefits oi care? ......... ... ............. ....: .......................................... [] 2. If death occurred after December 12, 1982, did decedent transfer proper[7 within one year of death without receiving adequate consideration? .............................................................................................................. [] 3. Did decedent own an "in trust for" or payable upon death bank account or Security at his or her death? .......... i:... [] 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 I$ YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT Under pen.alties of pedury, I declare that I have examined Ibis 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 ADDRES~ AN~V~ /~¢. DATE SIGNATURE,OFDREPARER OTHER THAN+REPRESENTATIVE ADDRESS ~H,~RI~r$ ,~'. ~H/~'~.~$ ~ DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (al (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rateimposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (al (1.1) (ii)]. The statute does not exempt :a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum are still applicable even if the surviving spouse is the only beneficiary. For dates of'death on or aft~ 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 {~hi!d is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed 0h' fi'ie'het valu'~' of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 RS. §9116(1.2) [72 P.S. §9116(a)(1)i. The tax rate imposed on the net value of transfers to or for the use of the decedenrs siblings is 12% [72 P.S. §9116(a)(1.3)]. A siblin~ is detined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV. ff~)2EX * (1-97) '1 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT !SCHEDULE A :REAL!ESTATE ESTATE OF HI~reT,~IIN~-~, XTI,~,~y IX'. FILE NUMBER 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 properly 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 NUMBER VALUE AT DATE DESCRIPTION : OF DEATH TOTAL (Also enter online 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) THIS INDENTURE MADE THE:~d day of/'J/~ , in the year or our Lord two thousand and two (2002). BETWEEN ANNA MARIE LAVERTUE, Executrix of the Estate of MARY V. HARTRANFT, deceased, late of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, Grantor and ALICE L. BALLENT, of the Borough of Mechanicsburg, Cumberland County~ Pennsylvania, Grantee. WHEREAS, the said Mary V. Hartranft was vested in her lifetime with title to the premises hereinafter described, in the Borough of Mechanicsburg, County of Cumberland and Commonwealth of Pennsylvania; and WHEREAS, the said Mary V. Hartranft departed this earthly life, testate, on the 22nd day of December, 2001, and Letters Testamentary were duly issued to the said Anna Marie Lavertue, by the Register of Wills of said Cumberland County, docketed to no. 21-02-0041; and WHEREAS, the lands herein-mentioned were not specifically devised: NOW, THEREFORE, THIS INDENTURE WITNESSETH, that the said Anna Marie Lavertue, Executrix, as aforesaid, for and in consideration of the sum of NINETY-FOUR THOUSAND NINE HUNDRED and No/100 ($94,900.00) DOLLARS, and other good and valuable consi~derations, to her in hand paid by the said Grantee, at and before the ensealing and delivery hereof, the receipt whereof is hereby acknowledged, has granted, bargained, sold, aliened, released, and confirmed, and by these presents, by virtue of the power and authority in her vested by the Fiduciaries Act of the Commonwealth of Pennsylvania, does grant, bargain, sell, alien, release, and confirm unto the said Grantee,' her heirs and assigns, ALL THAT CERTAIN piece or parcel of land, situate in the Borough of Mechanicsburg, Cumberland County, Pennsylvania, more particularly bounded and described according to survey thereof by D. P. Raffensperger, dated August 11, 1953, as follows: BEGINNING at a point on the Southwest corner of the intersection of Portland and Filbert Streets; thence Southwardly along the Western line of Filbert Street, eighty-five (85) feet to a point at the dividing line between Lots Nos. 1 and 2, Block B, on Plan of Lots hereinafter mentioned; thence South seventy-one (71) degrees forty-nine (49) minutes West along same, eighty (80) feet to a point at the dividing line between Lots Nos. 1 and 3, Block B on said Plan; thence North eighteen (18) degrees eleven (11) minutes West, eighty-five (85) feet to a point on the Southern line of Portland Street; thence Eastwardly along the Southern line of Portland Street, eighty (80) feet to a point, the Place of BEGINNING. BEING Lot No. 1, Block B, on Plan of Lots of White Acres, said Plan being recorded in Plan Book 6, page /'y' , Cumberland County records. HAVING THEREON erected a one-story brick and siding dwelling house known as No. 318 East Portland Street. BEING THE SAME PREMISES which Joseph W. Hartranft and Mary V. Hartranft, his wife, conveyed unto Mary V. Hartranft, by their deed dated October 18, 1982, said deed being recorded in the Office for the Recording of Deeds in'and for Cumberland County'in Deed Book "Y," volume 29, page 514. TO HAVE AND TO HOLD the said messuage or tenement and tract of land, hereditaments and premises hereby granted and released, or mentioned and intended so to be, with the appurtenances, unto the said Grantees, her heirs and assigns, to and for the only proper use and behoof of the 'said Grantees, her heirs and assigns, forever. AND THE SAID GRANTOR, Executrix, as aforesaid, her successors and assigns does covenant, promise and agree to and with the said Grantee, her heirs and assigns, by these presents, that the Grantor has not done, committed any act, matter or thing whatsoever whereby the premises hereby granted, or any part thereof, is, are, shall or may be impeached, charged or encumbered in title, or otherwise howsoever. IN WITNESS W~-IEREOF, the said Executrix of the Estate of Mary V. Hartranft, Deceased, Grantor herein, has hereunto set her hand and seal the day and year first above written. Signed, Sealed and Delivered in the Presence of: d .'/., ..r ,9/e ,,','e da Fer/a e (SEA[) ANNA MARIE LAVERTUE, Executrix of the Estate of MARY V. HARTRANFT, Deceased COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND ) SS: On this, the ~34 day of ~[tM~- , A.D. 2002, before me a notary public, in and for the Commonwealth of P~qnsylvania, personally appeared ANNA MARIE LAVERTUE, known to me (or satisfactorily proven) to be the person whose name is subscribed as Executrix of the Last Will and Testament of Mary V. Hartranft, and acknowledged that she executed the same in such capacity. IN WITNESS WHEREOF, I hereunto set my hand an official seal. Notary Public My commission expires: (SEAL) CERTIFICATE OF RESIDENCE I do hereby certify that the precise and exact post office address of the within' Grantees is: ~orney for Grantees OMB NO. 2502-0265 A. ' B. TYPE OF LOAN: ................. -1~ U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.J~]FHA 2.E]FmHA 3. E]CONV. UNINS. 4. E]VA 5. E]CONV. INS. ' 6. FILE NUMBER: I 7. LOAN NUMBER: SETTLEMENT STATEMENT ,BALLENT 8. MORTGAGE INS CASE NUMBER: C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. 1.0 3/98 (eallent. p fd,'OAL LENT/23 ) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: ALICE L. BALLENT CARDINAL FINANCIAL COMPANY ESTATE OF MARY V. HARTRANFT Anna Marie Lavertue, Executrix G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 23-2402316 318 E. PORTLAND STREET I. SETTLEMENT DATE: MECHANICSBURG, PA 17055 PURITY ABSTRACT COMPANY .. May 23, 2002 CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT 3329 Market Street Camp Hill, PA 17011 . on rac a es rice ~y · etement arges o orrower ine justmen s or ems al y e erina vance "~-0'5; ~ jusmens or ems al y e erlna vance . ounty crc axes ~ '-'1'97-.-.-.-.-.-.~T ~[~i~~axes ~ ax 'G ~ 197.47 =['0~ax · .o o ~ ~ax ~FOT 111. j 41u. ' "411. 112. I ~12. 120. GROSS AMOUNT DUE FROM BORROWER i 100,341.33 420. GROSS AMOUNT DUE TO SELLER 2'00. AMOUNTS PAID BY OR IN BEHALF OF BORROWER~: 500. REDUCTIONS IN AMOUNT DUE TO SELLER: 95,229.05 201. Deposit or earnest money I 1,000.00 "501. Excess Deposit (See Instructions) 202. Principal Amount of New Loan(s) 94,155.00 ' 502. Settlement Charges to Seller (Line 1400) 8,268.55 '203. Existing loan(s) taken subject to I 503. Existing loan(s) taken subject to 204. CUMBERLAND COUNTY GRANT I 3,000.00 504. Payoff of first Mortgage 205. 206. ~Ub. Payoff of secona Mortgage 207. 506. ° , 507. (Deposit disb. as proceeds) 208. ! 508. 209. CLOSING COST CREDIT I 1,406.45 509. CLOSING COST CREDIT 1,406.45 Adjustments For Items Unpaid By Seller Adjustments For Items Unpaid By Se//er 210. County/Boro Taxes to 510. County/Boro Taxes to .211 City Tax to 511. City Tax to '212. School Tax to I 512. School Tax 213. to 214. 513. 215. 514. 216. ~15.. 217. 516. 218. 517. 219. 518. i 519. 220. TOTAL PAID BY/FOR BORROWER I I 99,561.45, 520. TOTAL REDUCTIONAMOUNTDUE SELLER 9,675.00 I '300. CASH AT SETTLEMENT FROM/TO BORROWER: '600. CASH AT SETTLEMEN]- TO/FROM SELLER: 301. Gross Amount Due From Borrower (Line 120) ( 100,341.33 601. Gross Amount Due To Seller (Line 420) I 95,229.05 302. Less Amount Paid By/For Borrower (Line 220) 99,561.45 602. Less Reductions Due Seller (Line 520) I( 9,675.00 303. CASH( X FROM)( TO)BORROWER I 779.88 603. CASH( X TO)( FROM)SELLER I 85,554.05 The undersigned hereby acknowledge receipt of a completed CODV ment& any attachments referred to herein. Borrower Seller ESTATE OF MARY V. HARTRANFT ANNA MARIE LAVERTUE, Executrix *CLOSING COST CREDIT, TOTAL $2,847.00 ' L. SETTLEMENT CHARGES 700· T. OTAL COMMISSION Based on Price $ 94,900.00 @ 6.0000 % 5,694·00 PAID FROM PAID FROM L)lV~Slon o! Commission (line /UU) as I-ollows: BORROWER'S SELLER'S /01. :~ 2,U/2.UU to HE/MAX HI:ALI Y AS;SU(..;IAI 1:::5 FUNDSAT FUNDSAT /UZ. ~ Z,U',">'.UU tO L.:EN I UI~Y 21 P'ISCIUNI:::I~I I~kAL I Y, INC. SETTLEMENT SETTLEMENT /U3. Commission Halo at Settlement /U4. to b,l:i~4.UU; 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Origination Fee % to 802. Loan Discount 1.0000 % to CONSUMER MORTGAGE SERVICES, INC. 941.55 UU3. Appraisal bee to bJ K(JHP'bNHAVbh~ 5;5bU PUL; UU4. (.;redlt ~eport to UUb. Lender's Inspection ~-ee to ~ee ~ee tO' · ocumen rep ee 9O0. ITEMS ~ 901. Interest From 05/23/02 to 06/01/02 @ $ 19.350000/day . ( 9days %) 174.15 . or gage nsurance rem~umor mort s o · azar nsurance rem~um or . years o ~ 3.000 months @ 16.00 per month 48.0'~r--"~'~ . ortgage nsurance mon s .per mort · ounty oro axes . monts .per mon ~'-,r~ :~ ~ per ~ "'FOT~T-~8~-/~ax . mon s .per mon ~ m o n-[i~--~---$' per ~ ~ mo~ per ~ ' · mon~ per ~ 1101. Settlement or Closing Fee to . strac or ~e earc '['6' ~amination mencan I e nsurance o. O irs o . , ~ to ~ E'.'.'.'.'.'.'.'.'.~' ~ /ncu es a ove Iem num ers: T~surance ~ -)- ~ ~ncu es a ove ~em num ers: · en ers overage ~ · wners overage 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Recording Fees: Deed $ 25.50; Mortgage $ 37.50; Releases $ 63.00 · ~y oun y ax amps: ee ~"Z0'"3~~a m Ps: ~amps ; ]~6'rFgage ~ to RECO~ '1301· Survey to , 1400. TOTAL SETTLEMENT CHARGES (Enter on Lines 103, Section J and 502, Section K) By signing page 1 .of this statement, the signalodes acknowledge receipt of a completed copy of page 2 of this two page sta _t~w _..-.~.-..,. Certified to be a true copy. PURITY ABSTRACT;~OI~PANY Settlement Agent ****ASSIGNMENT FEE IS DEDUCTED FROM LENDER'S CHECK, per lender's instructions ( BALLENT / BALLENT / 24 ) SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY C'gMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF /f'"/'~ R 7",'~',,'¢A/f"~"/ /~/,4~,,~y ~ FlEE NUMBER ,2. t- o.l Include the )mceeds 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. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1.. '~ 6 , PI't. 93 o 7. Gab o; D~),~ed ~Z ~asol~ -i--v J~ ~l,'e~ £. 15allen~ TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) 7~.// cITIZENS BANK P.O. Box 7899 Philadelphia, PA 19101-7899 March 12, 2002 Charles E Shields III 6 Clouser Road Comer of Trindle and Clouser Roads Mechamcsburg PA 17055 ' Estate Of Mary V Hartrarffi Date of Death: 12/22/2001 SSN 209-14-8631 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-537-5591. For all other inquiries, please call (215) 553-1585. Sincere,l~, Deposit Support Services 199-5355 Page 1 of 2 CITIZENS BANK Account Number Account Title Tuesday, March 12, 2002 141-106-9949 Mary V Hartranft Date Opened: 03/12/1974 Principal Bal Int from Last as of DOD Posting to DOD $6,814.93 $0.00 Account Type: DD Account Bal YTD Int to as of DOD DOD $6,814.93 $0.00 140-091471-C Mary V Hartranft Or Joseph Joseph G Hartranft Date Opened: 04/04/1993 Principal Bal Iht from Last as of DOD Posting to DOD $500.00 $0.49 Account Type: TD Account Bal YTD Int to as of DOD ' DOD $500.49 $12.31 310-069188-C Mary V Haflranff Or JOseph Joseph G Hadranff Date Opened: 02/15/1989 Principal Bal Int from Last as of DOD Posting to DOD $626.17 $74.11 Account Type: TD Account Bal YTD Int to as of DOD DOD $700.28 $26.21 Page 2 of 2 ...~ap~ta~ mue~ross ~.Pennsylvania BlueShield 'THE ESTATE OF MARY V HARTRANFT 318 E PORTLAND ST MECHANICSBURG PA 17055-3354 HARRISBURG, PA. 17177 · AGREEMENT NUMBER 209148631 C~CK ~MBER 263459 PERIOD OF REFUND - FROM: 01/15/2002 TO: 05/15/2002 REFUND REASON: CANCELLED DECEASED TYPE OF COVERAGE: SECURITY 65 TOTAL REFUND AMOUNT': REFUND AMOUNT: 8166.80 8166.80 ?/ THE ESTATE OF MARY V HARTRANFT ~;;,~,;;; ii;!;;.i':;...;:..':' .,....!:.., , ...... 318 E PORTLAND ST :'~.'":-"!~ii:'i i,"::;i;iF~:~{~::~ :?;'.i;i: ,~i;~ ...... ..';, ..~, .... :.. ....... ~ .5¸ August 28, 2002 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPARTMENT 280601 HARRISBURG, PA 17128-0601 Telephone 717 783-0972 Charles E Shields, Iit, Esquire 6 Clouser Road Mechanicsburg, PA 17055 Re; Estate of Joseph G Hartranft Social Security No. 209-50-9087 Date pf Death: August 17, 1993 Residence: Omaha Nebraska Dear Mr. Shields: · The Department has no record of any estate filings in the above estate. Upon review of the Certificate of Death, it is determined that the decedent was not a resident of Pennsylvania at his death. He was a resident of Nebraska. Therefore there would be no Pennsylvania Inheritance Tax due on joint bank accounts owned as joint tenants with right of survivorship with his mother who Was a Pennsylvania resident. Tile accounts are considered an intangible asset owned jointly by a non-resident.and therefore not taxable under Pennsylvania inheritance tax law above. For reference purposes, the accounts are held at Citizens Bank, formally Mellon Bank. The current account numbers are 141-106-9949, 140-091471-C and 310-069188-C. If you have any questions concerning this letter, please contact me at the phone number noted Sincerely; ~b&eCrust Valuation Manager Inheritance Tax Division Mellon Bank PERSONAL BANKING STATEMENT DIRECT INQUIRIES TO: MELLON BANK NA I,,,llh,,llh,,,hh,hh?lh,,Ih,hh,hlh,,llh,hh,hl MARY V HARTRANFT .' 318 E 'PORTLAND ST NECHANICSBURG PA 17055'$354 0 COMMONHEALTH REGION MECHANICSBURG 2 N MAIN ST MECHANICSBURG PA 17055-6251 717-766-4745 00465 0414. 141-106-9949 PAGE i OF STATEMENT FROM 11/29/01 THRU 12/27/01 NELCOME TO CITIZENS BANK.. YOUR CITIZENS BANK ACCOUNT(S) SHONN ON THIS STATEHENT IS/ARE CURRENTLY SERVICED BY MELLON BANK FOR CITIZENS BANK. ZF YOU HAVE ANY QUESTIONS, PLEASE 'STOP BY YOUR LOCAL BRANCH OR CALL 1-800-566-3983 ANYTIME. THANK YOU FoR BANKING WITH CZT/ZENS BANK. RELATIONSHIP SUMMARY DEPOSIT ACCOUNTS BALANCE LOAN ACCOUNTS OUTSTANDING BASIC CHECKING GUARANTEED MONEY MARKET CERTIFICATE(S) OF DEPOSIT q~,Z97.35 1~199.75 TOTAL q7,TZZ.03 BASIC CHECKING ACCOUNT 141-106-9949 OPENING BALANCE AS OF 11/Z9/01 7sOCZ.11 TOTAL DEPOSITS AND OTHER ADDITIONS INCLUDING INTEREST CREDITED THIS PERIOD +Z60.O0 TOTAL CHECKS AND OTHER HITHDRANALS INCLUDING FEES AND CHARGES THIS PERIOD -5z077.18 CLOSING BALANCE AS OF 1Z/Z7/01 AVERAGE ACCOUNT BALANCE 12/03/01 DEPOSITS CHECKS DATE ' AND OTHER AND OTHER POSTED DESCRIPTION ADDITIONS HZTHDRANALS 11/Z9/01 OPENING BALANCE CHECK # Z353 ..... DEPOSIT REF #00000Z700076319 CHECK # Z~55 . . . ~ ............... 21.33 6~900.58 1g/Oq/01 CHECK # Z356 .. .................. 80.65 6~819.9~ 12/07/01 CHECK ~ 23~ . . ' ............ . · · ." . 135.00 6~68G.93 12/17/01 DEPOSZT REF ~OOOOOZZOO3B~9~6 130.00 CHECK #*Z357 .................. ~590.00 1Z/~6/01 DAILY BALANCE 7~0¢Z.11 6~791.91 6,81~.93 Mellon Bank PERSONAL BANKING STATEMENT MARY V HARTRANF'T' 141-106-9949 : :' 00465 PAGE Z OF BASIC CHECKING AccoUNT 141-106-9949 (continued) DEPOSITS CHECKS DATE AND OTHER AND OTHER DAILY POSTED DESCRIPTION ~ ADDITIoNs , HITHDRAHALS BALANCE 12/27/01 SERVICE CHARGE .OOe Z ~22r+. 93 12/27/01 CLOSTNG BALANCE 2,22r+. 93 I I · YouR MONTHLY SERVICE CHARGE FOR YOUR PACKAGE ACCOUNT HAS BEEN i!i::~i!ii;Z~i~i~,~ :::;::~ ~ .:: ~:. :~: NAIVED BECAUSE YOU MET THE DEPOSTT RELATIONSHIP BALANCE RE[~UIREMENT. CHECKa: AMOUNT REFERENCE NO. JCHECK# AMOUNT REFERENCE NO. JCHECK:It AMOUNT REFERENCE NO. z3ss zso.'zo ooooozeoo:n39-r~I z:sss z]..33 000001~.001779:s01 z:ss7 ~.,s90.oo O00OOZeOOBSZe3, 2~S~',. 13S.O0 O00002~'+OOB2l'r+r+BJ 2SS6 80.6S 000002200S727~11 PLEASE USE THE ACCOUNT RECONCILEMENT' ~'0RM LocxT, Ed':.',0~'THE LAST PAGE OF TH'rS STATEMENT TO BALANCE YOUR .ACCOUNT. MASTERCARD HAS ADDED SECURITY FOR SHOPPING ONLINE, OVER THE PHONE, OR BY MAIL! ALONG NZTH YOUR MASTERMONEY CARD OR CHECK*CARD NUMBER AND THE EXPIRATION DATE, MERCHANTS MAY'ASK FOR THE 3 DIGITS NEAR YOUR SIGNATURE FOR FURTHER PROOF*THAT THE PERSON USING THE CARD ZS YOU. GUARANTEED MONEY MARKET ACCOUNT 140-070-5834 .*. "q~, 226.97 OPENING BALANCE AS OF 11/29/01 TOTAL DEPOSITS AND'OTHER ADDITIONS INCLUDING INTEREST CREDITED THIS PERIOD ... .:~- ...... ~70';38 TOTAL CHECKS AND OTHER NITHDRANALS INCLUDING FEES AND CHARGES THIS PERIOD. -.00 CLOSING BALANCE AS OF 12/27/01 qq~297.3S .... " ' q4~227.6~ AVERAGE ACCOUNT BALANCE - '*' ~4. s227.6~ AVERAGE COLLECTED BALANCE FOR' ANNUAL P~RCENTAGE YIELD EARNED* - [, YOUR ANNUAL PERCENTAGE YIELD EARNED FOR THXS STATEMENT PERIOD IS 2.0OZ DATE POSTED DESCRIPTION 11/29/01 OPENING BALANCE DEPOSITS - CHECKS* AND OTHER AND OTHER DAILY ADDITIONS HITHDRANALS BALANCE 12/0~/01 INVESTMENT CERTIFICATE 1~0-091~71-C INTEREST .81 12/27/01 INTEREST CREDIT 69.S7,.. .00· SERVICE CHARGE '. .' 12/27/01 CLOSING BALANCE YOUR MONTHLY SERVICE CHARGE *{SHOHN TO THE RIGHT) HAS BEEN HAIVED THIS MONTH BECAUSE YOU MET THE AVERAGE DAILY BALANCE REGUIREMENT IN YOUR CHECKING ACCOUNT. PLEASE USE THE ACCOUNT RECONCILEMENT FORH LOCATED ON. THE LAST PAGE OF THIS STATEHENT TO BALANCE YOUR ACCOUNT. q4,226.97 ~+4.,227.78 r-,,4.~297.3S. q4,297.35 'Mellon Bank · PERSONAL BANKING STATEMENT NARY V HARTRANFT 141-10d-99~9 00~65 PAGE S OF ~ CERTIFICATE(S) OF DEPOSIT CERllI FiCA:TE(~S')' ;'OF! DEPOSIT CERTIFICATE FACE CURRENT INTEREST 'ISSUE MATURITY NUHBER TYPE VALUE VALUE, RATE DATE DATE 1qO-O91q71-C INCOME 500.00 ,.$00.00 1.98Z Oq/O~/ZO01 O~/O~/ZOOZ LAST INTEREST PAYNENT AHOUNT: .81 LAST PAYMENT DATE: 310-069188-C GROHTH 6Z6.[7 ' 699.75 3.gzZ Mellon Bank Balancing Your Checking Account Before you begin... Compare: Check off: Add to your transaction ' ' · register balance: Subtract from your transaction register balance: lql-lO6-99q9 00q65 PAGE 4 OF: q Your statement.to your transaction register. ' ' All items in your transaction register that also appear on your statement. (An asterisk (*) will appear in the check summary section if'there is a break in th_e listing of consecutive check numbers.) Any interest credits and any electronic deposits not-already entered ' (ATM deposits, Bank-by-Phone tra'nsfers, directdeposits, etc.). Any account charges or fees'and any elec{ronic withdrawals not already entered (ATM withdrawals, Bank-by-Phone transfers, preauthorized payments, etc.). The result is your Updated Transaction Register Balance. Step 1: Enter your closing balance from your statement. Step 2: Add deposits and transfers made to your account since the closing date on your statement. Date Amount Date Amount Total I ::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: Enter total + ::~$ii:::~!i~~~i;}i~~?:i:~i::i::!:~!}~iii;::i::i::i::i!i::i:~i}~}i::~iiiii~~iiiii~ ::::::::::::::::::::::::::::::: Step 3: Add totals from Step 1 and 2 and enter total here. Step 4: Add all the outstanding checks or withdrawals, ATM with- drawals, preauthorized payments, etc., that are in your transaction register, but do not appear on your statement. Date Amount Date Amount Step. 5: Member FDIC Subtract the total in Step 4 from the total in Step 3. The result should equal your Updated Transaction Register Balance. total-- Mellon-Bank PERSONAL BANKING STATEMENT DIRECT INQUIRIES TO: MELLON BANK NA I,,,111,,,111,,,,I,1,,I,1,,,11,,,11,,I,1,,I,,I,,,111,,I,1,,I,I MARY V HARTRANFT 318 E PORTLAND ST MECHANICSBURG PA 17055-3354 0 COMNONHEALTH REGION NECHANICSBURG 2 N MAIN ST MECHANICSBURG PA 17055-6231 717-766-qTq3 OOq6q Oqlq lqi-lO6-ggq9 PAGE 1 OF 6 STATEMENT FROM 12/28/01 THRU 01/28/02 WELCOME TO CITIZENS BANK.. YOUR CITIZENS BANK ACCOUNT(S) SHOWN ON THIS STATEMENT IS/ARE CURRENTLY SERVICED BY MELLON BANK FOR CITIZENS BANK. ZF YOU HAVE ANY QUESTIONS, PLEASE STOP BY YOUR LOCAL BRANCH OR CALL 1-800-566-3983 ANYTIME. THANK YOU FOR BANKING WITH CITIZENS BANK. RELATIONSHIP SUMMARY DEPOSIT ACCOUNTS BALANCE LOAN ACCOUNTS OUTSTANDING BASIC CHECKING GUARANTEED MONEY MARKET CERTIFICATE(SI OF DEPOSIT TOTAL -.' m' 3%~17.30 1~Z02.08 - 62,791.50 BASIC CHECKING ACCOUNT 141-106-9949 OPENING BALANCE AS OF 12/28/01 Z,22~.93 TOTAL DEPOSITS AND OTHER ADDITIONS INCLUDING INTEREST CREDITED THIS PERIOD +.00 TOTAL CHECKS AND OTHER HITHDRANALS INCLUDING FEES AND CHARGES THIS PERIOD -5Z.81 CLOSING BALANCE AS OF 01/28/0Z 2,172.12 AVERAGE ACCOUNT BALANCE 2,178.~8 DEPOSITS CHECKS DATE AND OTHER AND OTHER OAILY POSTED DESCRIPTION ADDITIONS NITHDRANALS BALANCE 1Z/28/01 OPENING BALANCE 12/31/01 CHECK # 2358 .... ........ . · ...... 37.8g 01/03/02 CHECK ~ 2359 ................ .. . . 1~.99 01/28/02 SERVICE CHARGE .OOe 2,22~.93 2'~187.11 2~172.12 2~172.12 01/Z8/02 CLOSING BALANCE e'.YOUR MONTHLY SERVICE CHARGE FOR YOUR PACKAGE ACCOUNT HAS BEEN HAIVED BECAUSE YOU MET THE DEPOSIT RELATIONSHIP BALANCE REGUIREMENT. 2~172.1Z Mellon Bank PERSONAL BANKING STATEMENT , ~- ,' - 14.1-106-99~.9 .. MARY V HARTRANFT 004.64 PAGE 2 OF 6 <B~Ic'CHECKING 'ACCOUNT 141-~~a:ontinued) ~::~:..~:,~:~ ................ i i :i:~ ~~ ;,~,'- ~- ~ ::~ ~:~;~i ~!:.? CHECK:It AMOUNT REFERENCE NO. ICHECK::It AMOUNT REFERENCE NO. ICHECK1t AMOUNT REFERENCE NO. · -. Z3...-58 37.82 000009900Z9710~+1 ::)3S9 14.99 O0000ZZOOZg01891 PLEASE USE THE ACCOUNT RECONCILEMENT FORN LOCATED ON THE LAST PAGE OF THIS STATENENT TO BALANCE YOUR ACCOUNT. MASTERCARD HAS ADDED SECURITY FOR SHOPPING ONLZNE,'OVER THE PHONE~ OR BY MAIL! ALONG NZTH YOUR MASTERMONEY CARD OR CHECK CARD NUMBER AND THE EXPIRATION DATE, MERCHANTS MAY ASK FOR THE 3 DIGITS NEAR YOUR SIGNATURE FOR FURTHER PROOF THAT THE PERSON USZNG THE CARD ~S YOU. GUARANTEED ·MONEY MARKET ACCOUNT 140-070-5834 OPENING BALANCE AS OF 12/28/01 ~4,297.35 TOTAL DEPOSITS AND OTHER ADDITIONS INCLUDING INTEREST CREDITED THIS PERIOD +69.95 *'TOTAL'CHECKS AND OTHER NITHDRAHALS INCLUDING FEES AND CHARGES THIS PERIOD -4~9S0.00 CLOSING BALANCE AS OF 01/28/02 -39,417.30 AVERAGE ACCOUNT BALANCE 39,812.07 AVERAGE COLLECTED BALANCE" FOR ANNUAL PERCENTAGE YIELD EARNED 39,812.07 YOUR ANNUAL PERCENTAGE YIELD EARNED FOR THIS STATEHENT PERIOD IS 2.002 --- DEPOSITS CHECKS DATE AND OTHER AND OTHER DAILY POb¥~ DESCRIPTION ADDITIONS NITHORAHALS BALANCE 1Z/28/01 OPENING BALANCE 12/31/01 CHECK ~ 1024 ................. 4,950..00. 01/0~/02 INVESTHENT CERTIFICATE 1~0-091~71-C INTEREST '* .8~ 69.11 ~,297.35 ,.,, 39)3~7.35 39,3~.8.19 01/28/02 INTEREST CREDIT SERVICE CHARGE .OOe 39;417.30 01/28/02 CLOSING BALANCE 39~17.30 · YOUR MONTHLY SERVICE CHARGE (SHONN TO THE RIGHT} HAS BEEN NAZVED [i~i~ THIS MONTH BECAUSE YOU MET THE AVERAGE DAILY BALANCE REGUIREMENT IN YOUR CHECKING ACCOUNT. AMOUNT REFERENCE NO. ICHEcK~ AMOUNT REFERENCE NO. ICHECK~ 'AMOUNT REFERENCE NO., CHECK# 1oz~ ~,~so.oo ooooozzoooo3~zSl I PLEASE USE THE ACCOUNT RECONCILEMENT FORM LOCATEO ON THE LAST PAGE OF THIS STATEMENT TO BALANCE YOUR ACCOUNT. Mellon Bank ' PERSONAL BANKING STATEMENT lql-106-99q9 NARY V HARTRANFT 00q64 PAGE 5 OF 6 CERTIFICATE(S) OF DEPOSIT C ER:I;I FI CATE{ S:)?'0 F:. ~::D EP 0 S I :F.!; · ETAI L' ?'A S!!O E: !::0'1:?'2 8/.'0 2::~: :::~,; [~:::~::' ~:~.?:' ~. ?~ ;:%:~;~?:: ?~ [:~:;:~;? ~ :?.;:~: :~: :: ~::~.~ ::'~-~ ~.: ~?.:~::" :~.:~ :.:, .: ? ;.~ :~: :': :% .? .. CURRE~ - [~EREST ISSUE ffATUR[~ VALUE RATE DATE DATE .bC-Ed~ I C: . FACE /[ NUHB'E R '~ TYPE VALUE f ~'~ lq0-091~71-C ~NCOME 500.00 ~ L~T INTEREST PAYME~ ~0~: ~ 3~-~9188-~GRO~H '. 6Z6.17 - 500.00 1.98X .8q LAST PAYMENT DATE: 702.08 3.92X 0q/0q/gOO1 O1/O~/200g 0~/~S/1999 Mellon Bank PERSONAL BANKING STATEMENT NARY V HARTRANFT 141-!06-9949 00464 PAGE. 4 OF. 6 YOUR ELECTRONIC TRANSFER RIGHTS KEEP THIS NOTICE FOR FUTURE USE THIS NOTICE IS ABOUT YOUR.ELECTRONIC BANKING sERVICES, INCLUDING DIRECT DEPOSIT. ZN CASE OF ERRORS OR QUESTIONS ABOUT YOUR ELECTRONIC TRANSACTIONS CALL OR.HRITE US AS SOON AS YOU CAN-IF YOU THINK YOURSTATEMENT OR RECEIPT IS WRONG, OR IF YOU NEED MORE INFORMATION ABOUT A TRANSACTION LISTED ON THE STATEMENT OR RECEIPT. YOU MAY EITHER CALL OR WRITE US AT THE TELEPHONE NUMBER OR ADDRESS PRINTED ON PAGE ! OF THIS STATEMENT. HE MUST HEAR FROM YOU NO LATER THAN 60 DAYS AFTER HE SEND YOU THE FIRST STATEMENT ON HHICH THE PROBLEM OR ERROR APPEARS. IN YOUR COMMUNICATION: - TELL US YOUR NAME AND ACCOUNT NUMBER. - DESCRIBE THE ERROR'OR THE TRANSACTION YOU ARE UNSURE A~OUT, AND EXPLAIN AS CLEARLY AS YOU CAN WHY YOU BELIEVE ZT ZS AN ERROR OR WHY YOU NEED MORE *INFORMATION. - TELL US THE DOLLAR AMOUNT OF THE SUSPECTED ERROR. IF YOU TELL US ORALLY, WE MAY REQUIRE THAT YOU SEND US YOUR CONPLAINT OR QUESTION IN WRITING WITHIN 10 BUSINESS DAYS. WE HILL DETERMINE WHETHER AN ERROR OCCURED WITHIN 10 BUSINESS DAYS AFTER HE HEAR FROM YOU, (20 BUSINESS DAYS FOR TRANSFERS TO OR FROM AN ACCOUNT WITHIN 30 DAYS AFTER THE FIRST DEPOSIT TO THE ACCOUNT HAS MADE) AND WILL CORRECT ANY ERROR PROMPTLY. IF WE NEED MORE TIME, HOWEVER, HE MAY TAKE UP TO 45 DAYS TO INVESTIGATE YOUR COMPLAINT OR QUESTION (90 DAYS FOR POINT-OF-SALE TRANSACTIONS, TRANSACTIONS ORIGINATED OUTSIDE OF THE UNITED STATES OR TRANSFERS TO OR FROM AN ACCOUNT WITHIN 30 DAYS AFTER THE FIRST DEPOSIT TO THE ACCOUNT WAS MADE). IF WE DECIDE TO DO THIS, WE WILL RECREDIT YOUR ACCOUNT WITHIN 10 BUSINESS DAYS (20 BUSINESS DAYS FOR TRANSFERS TO OR FROM AN ACCOUNT HITHIN 30 DAYS AFTER THE FIRST DEPOSIT TO THE ACCOUNT WAS MADE) FOR THE AMOUNT YOU THINK IS IN ERROR, SO THAT YOU HILL HAVE THE USE OF THE MONEY DURING THE TIME IT TAKES US TO COMPLETE OUR INVESTIGATION. IN THE CASE OF A MELLON CHECKCARD THAT HAS BEEN REPORTED LOST OR STOLEN AND USED FOR POINT-OF SALE TRANSACTIONS HITHOUT A PIN, BOTH iO BUSINESS DAY PERIODS HILL USUALLY BE REDUCED TO 5 BUSINESS DAYS. IF WE ASK YOU TO PUT YOUR COMPLAINT OR QUESTION IN HRITING AND WE DO NOT RECEIVE IT HITHIN 10 BUSINESS DAYS, HE MAY NOT RECREDIT YOUR ACCOUNT. HE HILL TELL YOU THE RESULTS HITHIN 3 BUSINESS DAYS AFTER COMPLETING OUR INVESTIGATION. IF HE DECIDE THAT THERE HAS NO ERROR, HE WILL SEND YOU A HRITTEN EXPLANATION. YOU MAY ASK FOR COPIES OF THE DOCUMENTS HE USED IN OUR INVESTIGATION. Mellon Bank lq1-106-99~9 NARY V HARTRANFT 00~6~. PAGE 5 OF 6 AUTHORIZING OTHERS TO ACCESS YOUR ACCOUNTS we urge you to think twice before you let someone else'use one of your electronic banking services access devices (such as your Banking Card, Bank-by-Phone/Online Banking account number or Personal Identification Number). When you have authorized another person (for example, an individual or a company providing account aggregation services over the Internet) to use your access device, you are responsible for any transfers that person makes by using it. This includes transfers of money from your accounts unless you have told us that transfers by that person are no longer authorized. FOR BANKING CARD CUSTOMERS ONLY Because we care about your safety and the safety of your transactions, please keep these tips in mind when you use an Automated Teller Machine (ATM): Keep It Secret. Never write your Personal Identification Number (PIN) on your Banking Card or carry it with you in your wallet or purse. Resist giving out your PIN or letting someone borrow your ATM card. Forego Predictability. Choose a PIN that is easy for you to remember, but refrain from using any part of your name, address, birth date, or telephone number as part of your PIN. Be Alert. Avoid routine stops at the same ATM. And always be aware of your surroundings, especially after dark. If you notice any unusual circumstances or people, please cancel your transaction, put your Banking Card away and leave. Use another ATM or return at another time. Lock your car doors when using a drive-through machine. Be Prepared. Always have your Banking Card out before approaching the ATM. Be sure to close the entry door of any ATM facility if it is equipped with a door. Also, it's wise to seal deposit envelopes beforehand. Two's Company. Rather than go alone, especially at night, take someone with you when you visit an ATM. Shield the ATM Keypad. AJways block the view of the keypad from any onlookers while entering your PIN. Don't Linger. Upon completion of your transaction, put your money and Banking Card securely away and leave the ATM facility. Don't display your cash. Count your money later in the safety (and privacy) of a locked enclosure such as your car or home. If someone follows you, go to a busy area or drive to a police or fire Station. Report Problems. If you have a security complaint with any Citizens Bank ATM, notify us immediately at 1-800-404- 6356, as well as local law enforcement officials. New Jersey customers may also notify the NeW Jersey Department of Banking at (609) 292-72;'2. Lost or Stolen Cards. Lost or stolen cards should be reported immediately by contacting us at 1-800-404-6356. We're Here to Help. We're happy to serve you with'24-hour ATM banking. If you have any questions, please contact a representative at your nearest Citizens Bank ( a Delaware Bank or Citizens Bank of Pennsylvania. Mellon Bank Balancing Your Checking Account Before you begin... 00~64 1~1-106-9949 PAGE 6 OF 6 Compare: Check off: Your statement to your transaction re, gister. ' All items in your transaction.register that also appear on your statement. (An asterisk (*) will appear in the ch~ck summary section if there is a break in the listing of consecutive check numbers.) Add to your transaction register balance: Subtract from your transaction register balance: Step 1: Any interest credits and any electronic deposits not already entered (ATM deposits, Bank-by-Phone transfers, direct deposits, etc.). Any account charges or fees and any electronic.withdrawals not already entered (ATM withdrawals, Bank-by-Phone transfers, preauthorized payments, etc.). The result is your Updated Transaction Register Balance. ' Enter your' closing'balance from your statement. ~ ii' "i'"!" ,:~ LENDER Step 2: Add dePosits and transfers made to your account since ~he Date Step 3: closing date on your statement· Amount Date I I Amount Total I I :::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::::: ::::::: Add totals from Step 1 and 2 and enter total here. Step 4: Date Add all the outstanding checks or withdrawals, ATM with- drawals, preauthorized payments, etc., that are in your transaction register, but do. not appear on your statement. Amount Date Amount Total Enter Step 5: Subtract the total in Step 4 from the total in Step 3. [ I total -- The result should equal your Updated Transaction Register Balance. Member FDIC ~;OMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F, 'JOINTLY-OWNED PROPERTY ESTATE OF /"/,~ 7',~/~WA'7'~ /~/'/~,~,,V ~.. FlEE NUMBER -~ / - 0 P - ~/! If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT I)/[~C. HhNICS'i=~ Mj~G.~ ~0~ 1'70S0 JOINTLY-OWNED PROPERTY: LE ~ I ~:1.,( DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar ident.~fying number. Attach DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT deed for jointty-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERES] I. A. c;rc,~ /v1Ol~py blbl~/e6-T II, cT. uo. lql-lel,.-gP~ci'-¥ , /Nm. R. cc,~. 7-0 b .o.b. F ~ TT/tC,~e'~ 'To ~CHED. E. ,~v_so ~o/~b To .Bi,,oo ,9'oI#T olz/Nb"NStllP (If more space is needed, insert additional sheets of the same size) Mellon May 30, 2001 Ms. Mary V. Hartranft Anna Lavertue 318 E Portland St · Mechanicsburg, PA 17055-,~354 I,,,llh,,llh,,,M,,hh,,Ih,,Ih,hh,h,h,,llh,M,,M Dear Mary V. Hartranff: You appreciate banking services that make life easier. That's why you chose the convenience of Check Safekeeping from Mellon. Now we are providing Check Safekeeping to all our Guaranteed Money Market Account customers. As Check Safekeeping becomes a feature of every Guaranteed Money Market Account, you will continue to enjoy: · Peace-of-mind protection · Fast, easY check copy requests · Time and space savings As an added benefit, you may also want to consider receiving a combined monthly Personal. Banking Statement. This convenient, easy-to-understand document lists your Mellon . accounts--including checking, savings, retirement accounts, certificates of deposit and personal credit lines--to give you a "big piciure" financial statement. For more information, visit your local Mellon office. ' If you have multiple Mellon checking accounts, you.will receive over the next few months additional letters about Check Safekeeping for each account. Please see the enclosed insert for the changes being made to the Statement/Check Safekeeping Authorization and your existing account tales and regulations. Check Safekeeping is one more way Mellon is working to provide the best and most convenient banking services. Sincerely, Michael R. Hall First Vice President Mellon Bank. N.A. · Mellon Bank (DE).National Association Members FDIC MONEY' MANAGER'ACCOUN~,,h ' ANNA. I:AVEI~UE MARY V. HARTRAN~ ~-82 ANNA ~VERTUE ~4 1 0 4 ~ E .OR~ND S~. UECH~N,CSeURG, ~ ~0S~-~3~4 CHECK BOX IF NEW COVER REQUIRED [] 40 MONEY MARKET CHECKS, MMCH-I REORDER NOW MAIL TO OFFICE WHERE YOUR ACCOUNT IS LOCATED. ENVELOPE ENCLOSED. MARY V. HARTRAN~ · ANNA ~VERTUE 318 E PORT~ND ST. ' ' ' ' ' MECHANICSBURG, PA 17055-3354 . ~ you ~d ~ e~or: ~mited::to the repJacemeat,oJ an J~correcdy primed o;~er ~:~?, Mellon; BonE; ..... Co~ ~,.. PLEASE MAKE THE APPROPRIATE CHARGE TO MY ACCOUNT Mellon Bank C7MBM1 ;:, Mellon Bmlk, N,A. :=- Commomvealth Reslon EV-l'511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ~SCHEDUI~E i~H FUNERAL' EXPENSES & ADMINISTRATIVE COSTS ESTATE OF Debts of decedent must be reported on Schedule L ITEM NUMBER DESCRIPTION FUNERAL EXPENSES: /~,,;d/~/~/~ 8zu "~?,=-'7uv' ~,,~ /4;,7'Ts'~/r..z~ / ,oK ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address ~.~ 51I. yl../A/~' 2~,~/~'~ City /~'/~'¢,'~/,,¢,'¢//~5'~:~,¢4't~- State ,z¢/¢ Zip Year(s) Commission Paid: Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant /1/~/I/~' /7~ 5-o Street Address City State__Zip Relationship of Claimant to Decedent Accountant's Fees. Tax Return Preparer's Fees ,~d¥,' b'o~/ TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT S"~, oo..z..5- F'7,?. lb. 17. /£ ~/. ~1. ?P~-t ,,,hi- o2 -9'1 ~?7..s-o EX * (1.97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I 'DEBTS OF,DECEDENT, 'MORTGAGE LIABILITIES, & LIENS ' ESTATE OF FILE NUMBER H,,q/ZT',e,,C,,,//,c-T, /~',4'/-,,ey //5'. ,,~/-~. _ Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1. TOTAL (Also enter on line 10, Recapitulation more space is needed, insert additional sheets of the same size) ..l~./7 ~rl .3o. ~-7 '71.72 $ REV. 1513~ EX~,+(1-97~r ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE,J ','.BENEFICIARIES ESTATE OF /"/'/~7-/~/V~-7f ,/,~2,,~,~j/ //:,. FILENUMBER ,-~/-~,2- /"/:/ RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE II. TAXABLE DISTRIBUTIONS (include outfight spousal distributions) ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART ]] - 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) LAST WILL AND ~TESTAMENT OF MARY" V. HARTRANFT I, MARY V. HARTRANFT, of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all wills by me at any time heretofore made. 1. I direct that all my debts and funeral expenses be paid as soon as practicable after my death by my Executrix or Executor, whichever the case may be, hereinafter named. 2. Ail the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to my daughter, ANNA MARIE LaVERTUE and my son, JOSEPH G. HARTRAN their heirs and assigns. Should either or both of my children predecease me, direct the share such deceased child would have received shall pass to her or his issue surviving me per stirpes and if there be no such issue then such share shall lapse. 3. .I hereby nominate, constitute and appoint my said daughter, ANNA MARI LaVERTUE, as Executrix of this my Last Will and Testament, but should she pre- decease me or fail to qualify, then in such event, I nominate, constitute and appoint my son, JOSEPH G. HARTRANFT, as Executor of this my Last Will and Tesl ment, and I further direct that no person serving as Executrix or Executor shall be required to post any bond to secure the faithful performance of her his duties in the Commonwealth of Pennsylvania or in any other jurisdiction. LAW OFFI~:ES SNELBAKER, ;CALEB & EL1CKER IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages this 1982. Mary,. Hartranft Signed, sealed, published and declared bY MARY V. HARTRANFT, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in h presence, at her request, and in'the presence of each other, have hereunto subscribed our names as attesting witnesses. OFFICES L.BAKER. & ELICKER -2- COMMONWEALTH OF PENNSYLVANIA) : COUNTY OF CUMBERLAND) SS. We, MARY V. HARTRANFT, E. ROBERT ELICKER, II and SUS~ ~A. McCOY, the Testa~ trix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the under= signed authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had signed willingly, and that she execute it as her free and voluntary'act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his or her knowledge the Testatrix was that time eighteen'(18) years of ~age or older, of sound mind and under no constraint or undue influence. ~estatrix ~, Witness - Witness Subscribed, sworn to and acknowledged before me by MARY V~ HARTRANFT, the Testatrix, and subscribed and sworn to before me by E. ROBERT ELICKER, II SUSAN A. McCOY, witnesses, this /~-~ day of ~>c.~a~J~tJ , 1982. and Notary Public SNELBAKER, CALEB & ELICKER GEORGE M. HOUCK (1912-1991) CHARLES E. SHIELDS, III ATTORNEY-AT-LAW 6 CLOUSER ROAD Corner of Trindle and Clouser Roads MECHANICSBURG, PA 17055 TELEPHONE (717) 766-0209 FAX (717) 795-7473 October 31, 2002 Ms. Cheryl Winters Office of the Register of Wills Cumberland County Court House 1 Court Square Carlisle, PA 17013 Re: Estate of Mary V. Hartranft Dear Mary: Please find enclosed herewith two (2) REV-1500 Forms. The following checks, made payable to the Register of Wills, are also enclosed: Already filed - Inheritance Tax Payment Check #1002 - $15.00 - Filing Fee Check # 1003 - $120.00 -Additional Probate Thank you for your assistance with this matter. Very truly yours, Charles E. Shields, III Encs. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001,944 SHIELDS CHARLES E III 6 CLOUSER ROAD MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 209-14-8631 FILE NUMBER: 21 02-0041 DECEDENT NAME: HARTRANFT MARY V DATE OF PAYMENT: 12/13/2002 POSTMARK DATE: 12/12/2002 COUNTY: CUMBERLAND DATE OF DEATH: 12/22/2001 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $20.16 TOTAL AMOUNT PAID: $20.16 REMARKS: CHARLES E SHIELDS III ESQUIRE SEAL CHECK# 927 INITIALS: CW RECEIVED BY: REGISTER OF WILLS DONNA M. OTTO DEPUTY REGISTER OF WILLS BUREAU OF TNDTVTDUAL TAXES TNHERI*TANCE TAX DI'¥TSTOH DEPT. 280601 HARRTSBURG., PA 17128-0601 COMHONNEALTH OF PENNSYLVAN'rA DEPARTHENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT R,:,..., ~:' %'(! ' '"" ....... '? '0.3 J/'*~N ..3'I P 2 :! 0 CHARLES E SHTELDS 6 CLOUSER RD HECHANTCSBURG ~1~~117055 .... ' '* ' DATE 01-21-2005 ESTATE OF HARTRANFT DATE OF DEATH 12-22~2001 FILE NUMBER 21 02-00ql COUNTY CUMBERLAND ACM 101 I Amoun~ Remi~ed REV-1607 EX AFP MARY V HAKE CHECK PAYABLE AND REH.rT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit: ~o your accoun~ submi~ ~he upper por~:ion of ~his form wi~h your ~:ax payment. CUT ALONG TH'rS LINE' ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ~ .rNHER.rTANCE TAX STATEHENT OF ACCOUNT ESTATE OF HARTRANFT MARY V F.rLE NO. 21 02-00ql ACN 101 DATE 01-21-2005 TH'rS STATEHENT TS PROVTDED TO ADVI'SE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHO~/N BELO# 1S A SUHHARY OF THE PR/NC/PAL TAX DUE, APpLTCATTON OF ALL PAYHENTS, THE CURRENT BALANCE, AND., TF APPLTCABLE, A PROJECTED TNTEREST FTGURE. DATE OF LAST ASSESSHENT OR RECORD ADdUSTMENT: 12-02-2002 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYHENTS (TAX CREDITS): q,097.52 PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID .00 10-22-2002 12-12-2002 CD001767 CDOO19qq 20.16- TF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATTON OF ADDTTTONAL TNTEREST. ( TF TOTAL DUE 1S LESS THAN $1, NO PAYHENT ZS REQUTRED. ZF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF THTS FORH FOR TNSTRUCTTONS. ) q,097.52 20.16 TOTAL TAX CRED/T q,097.52 BALANCE OF TAX DUE .00 .rNTEREST AND PEN. .00 TOTAL DUE .00 PAYNENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILES, AGENT. -- If NON-RESIDENT DECEDENT' make check ar money order payable to: COtlHON~EALTH OF PENNSYLVANIA REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515).. Applications are available at *the Office of'the Regis~e~ of Hills, any of the 25 Revenue District Offices pr from t~e Department's Z~-hour , answering service for forms ordering: 1-800-561-1050; services for taxpayers wit~ special ~earing and ~ or speaking needs: 1-800-~47-5010 (TT only). REPLY TO: guestiens regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of IndividuaL Taxes) ATTN: Post Assessment Review Unit, Dept. 180601) Harrisburg) PA 17118-0601) phone (717) 787-6505. DISCOUNT: PENALTY: If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (SI) discount of the tax paid is allowed. The 151 tax ~mnesty non-participa~ion.penalty 'is computed on the total of the tax and interest assessed) and not paid before January 18, 1996, the flrst day after tho end of the tax amnesty period7 INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1,~1981 bear interest at the rate of six (BX) percent per annum calculated at a daiLy rate of .000164. AL1 taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which ~ill vary from caIendar year. to calendar year with that rate announced by the PA Department of Revenue. Interest Daily Year Rate Factor The applicable interest rates for 1982 through 2005 are: Interest Daily Interest Year Rate Factor Year Rate Daily Factor 1982 ~ZOZ .000548 198~ 92 .0002~7 1999 72 .000192 1983 162 .000458 1988-1991 111 .000501 ZOO0 81 .000219 1984 X1Z .000501 1991 91 .0002~7 2001 9X .0002~7 1985 15X~ .000556 1993-1994 71 .000191 ZOOZ 61 .000166 1986 IOZ .000274 1995-1998 91 .0002~7 2003 SZ .000157 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELIN(~UENT X DAZEY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days. .... beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice) additional interest must be calculated. FIRST AND FINAL ACCOUNT INCLUDING PROPOSED DISTRIBUTION OF ANNA MARIE LAVERTUE EXECUTRIX OF THE ESTATE OF MARY V. HARTRANFT LATE OF MECHANICSBURG BOROUGH, CUMBERLAND COUNTY, PENNSYLVANIA, DECEASED Docket No. 21-02-0041 Date of Death: Letters Granted: Dates of Publishing Notices in the Harrisburg Patriot Metro West Dates of Publishing Notices in the Cumberland Law Journal Covering the Period: 12/22/01 1/15/02 2/12/02., 2/15/02, 2/19/02, 2/26/02 2/22/02, 3/1/02 Purpose of the Account: Anna Marie Lavertue offers this account to acquaint imerested parties with the transactions that have occurred during his administration. The account also indicates the proposed distribution of the estate. It is important that the account be carefully examined. Requests for additional information or questions or objections can be discussed with Anna Marie Lavertue, c/o Charles E. Shields, III, 6 Clouser Road, Mechanicsburg, PA 17055. TABLE OF CONTENTS Real Estate Cash and Miscellaneous Total Receipts of Principal Funeral Expenses Fees and Commissions Miscellaneous Probate and Administrative Expenses Inheritance Tax Debts of Decedent Receipts of Income Proposed Schedule of Distribution 94,900.00 9,588.55 104,488.55 10,218.25 12,327.08 12,749.36 4,097.52 280.70 00.0 Page 3 Page 3 Page 4 Page 4 Page 4 Page 4-6 Page 6. Page 6 Page 6 Page 8 'RECEIPTS OF 'PRINCIPAL Real Estate 318 E. Portland Street, Mechanicsburg, PA Stocks and Bonds Mortgages and Notes Receivable Cash and Miscellaneous 1. Citizen's Bank Account No. 141-106-9949 (see enclosed) 2. Partial refund from Capital Blue Cross, PA Blue Shield 3. Adjustments on Sale of Real Estate per Settlement Sheet A. County and Boro Taxes B. School Taxes C. 2nd Qtr. Sewer & Refuse 4. Sale of Daybed and console TV to Alice L. Ballent 5. Cash in Wallet 6. Citizen's Bank Accounts in *JT. name with Joseph G. Hartranft A. Account # 140-091471-C B. Interest accruing to D.O. D C. Account #31-069188-C D. Interest accruing to D.O.D. *Although still listed in Jr. name, these accounts are to be considered to be the sole property of decedent. The said Joseph G. Hartranft being a resident of Nebraska and having predeceased Mary V. Hartranft. Said status has been reviewed with and approved by the PA Dept. of Revenue. 7. Sale of Personalty at Haar's/Hardy's Auction $6,814.93 $166.80 $197.47 $103:64 $27.94 $100.00 $52.00 $500.00 $O.49 $626.17 $74.11 $925.00 $94,900.00 $0.00 $0.00 $9,588.55 *Informational Note: Decedent also maintained joint name account as follows: Money Market acct. # 141-106-9949 at Mellon (Now Citizen's) Bank. Principal Balance $44,226.97 Int. acer. to D.O.D~$ 58.02 $ 44,284.99 Proper adjustments have been made to charge the inheritance taxes due on these joint accounts to Anna Marie Lavertue individually and thus the shares eventually paid out to he other two (2) beneficiaries will reflect such adjustments.. TOTAL RECEIPTS OF PRINCIPAL $104,488.55 · DISBURSEMENT OF PRINCIPAL Funeral Expense: 1. Myers Funeral Home of Mechanicsburg, PA 2. Masari's Blu Tavern of Pottville, PA 3. Harold d. Sausser & Son, Gravestone Lettering $9,540.00 $600.25 $78.00 Fees and Commissions 1. Executrix's fees to Anna M. Lavertue 2. Attorney's fees to Charles E. Shields III $6,163.54' $6,163.54 Family Exemptions: No eligible claimant 0 Miscellaneous Probate and Administrative Expenses: Probate Fees and origional issue of Short Certificates Tax Return Preparer's fees Additional Short certificates Estate Advertisement - Cumberland Law Journal Estate Advertisement - Harrisburg Metro-West Additional Probate fee $141.00 $300.00 $6.00 $75.OO $85.39 $120.00 Filing fee to Register of Wills re: Inher. Tax Return Closing cost credit Real Estate Sales commission Loan Discount fee to Consumer Mortgage Services, Inc. Administrative fee to Cardinal Financial company Notary fees Real Estate Transfer Tax Transaction fee to ReMax Realty Associates Tax Certification fee Roof Inspection PP&L United Water UGI Utilities Verizon PP&L United Water UGI Borough of Mechanicsburg Verizon United Water PP&L Barry Heckard, Tax Collector · PP&L United Water UGI Verizon Derr's Trash Hauling, Etc. PP&L United Water Verizon PP&L. UGI Shillito's for maintenance, upgrade & installations for sale of real estate. 5 $15.00 $1,406.45 $5,694.OO $941.55 $499.00 $6.00 $949.00 $125.00 $4.00 $5O.00 $37.82 $14.99 $103.16 $20.04 $35.22 $10.85 $94.83 $65 .'20 $33.28 $6.61 $24.91 $323.22 $17:43 $6.62 $10.33 $19.88 $55.00 $6.~2 $6.71 $19.85 $1.53 $25.52 $300.0'0 United Water Filing account with Orphan's court(est) Sales Commission to Haar's/Hardy's auctioneers Reimbursement to Anna Laverture for mileage expenses Verizon Reimbursements to Charles E. Shields III for copying and postage estimated Reimbursement to Anna Lavertue for payments advanced to: Verizon ~ 32.18; UGI ~ $92.77; United Water ~ $10.81 $8.73 $125.00 $277.50 $513.92 $9.34 $22.O0 $135.76 $35,294.69 Inheritance Taxes Payment of Inheritance Taxes *Informational Note: Adjustment has been made for the tax due on the joint name account with Anna Marie Laverme by deducting $996.43 from her eventual share. $4,097.52 Debts of Decedent PP&L Verizon UGI Borough of Mechanicsburg $58.24 $20.17 $130.57 $71.72 $280.70 TOTAL DISBURSEMENTS OF PRINCIPAL $39,672.91 PRELIMINARY PRINCIPAL BALANCE RECEIPTS OF INCOME: (*Info Note: The Estate checking account at Citizen's Bank does not bear interest. Options for Estate Checking account and assorted fee charge schedules made this option to appear to be the best of those available.) INCOME BALANCE ON HAND $64,815.64 $0.00 $0.00 ~RECAPITULATION: TOTAL PRINCIPAL RECEIPTS TOTAL PRINCIPAL DISBURSEMENTS TOTAL INCOME RECEIPTS TOTAL INCOME DISBURSEMENTS BALANCE ON HAND FOR DISTRIBUTION $104,488.55 $39,672.91 "$0.00 $0.00 '$64,815.64 PRO'P, OSED SC EDU DE DISTRI BUTtON BALANCE ON HAND,FOR DISTRIBUTION: Per Paragraph. 2 of the Last Will and Testament $64,815.64 ANNA MARIE LAVERTUE (1/2) $32,407.82 IN RIGHT OF JOSEPH G. HARTRANFT, DECEASED: TRINELL V. HARTRANFT (1/4) RHIANNON S. HARTFRANFT (1/4) '*Note to reflect the adjustment to be made by Anna Marie Lavertue for inhertance tax paid on the value of the joint name account. Anna Marie Lavertue = $32,407.82 - $996.43 = Trinell V. Hartrarffi = $16,203.91 + $498.22 = Rhiannon S. Hartralffi = $16,203.91 + $498.21 = TOTAL $16,203.91 $16,203.91 $31,411.39 $16,702.13 $16,702.12 $64,815.64 ANNA MARIE .LAVERTUE, Executrix of the :Estate of MARY V. HAR -TRANFT, deceased, hereby declares under oath that he.has fully~and faithfully discharged the duties of his office, that foregoing First and Final Account is tree.and correct and fully discloses all'the significant transactions occurring during the accounting period; that all claims now outstanding agamstthe Estate; and that all taxes presently due'from the 'Estate have been paid. ANNA MARIE LAVERTUE Sworn and subscribed to before me this Notary Public " NoTAR'IAL SEAL Charles E. Shields, Itl, Not,?,n/.Public Mormoo Twp. Cu?erland C, ounly {MY C°rnmls~°n Expi, es June 20, 20,.')4 day of 4~ LAW OFFIC£~ SNELBAKERo NICCALEB & ELICKER LAST WILL AND 'TESTAMENT OF MARY-'V. HARTRANFT I, MARY V. HARTRANFT, of the Borough of Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and'understanding, do he[eby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all wills by me at any time heretofore made. 1. I direct that all my debts and funeral expenses be paid as soon as practicable after my death by my Executrix or Executor, whichever the case may be, hereinafter named. 2. All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to my daughter, ANNA MARIE LaVERTUE and my son, JOSEPH G.' their heirs and assigns. Should either or both of my children predecease me, direct the share such deceased child would have received shall pass to her or his issue surviving me per stirpes and if there be no such issue then su'ch share shall lapse. 3. -I hereby nominate, constitute and appoint my said daughter, ANNA MA LaVERTUE, as Executrix of this my Last Will and Testament, but should she pre- decease me or fail to qualify, then in such event, I nominate, constitute and appoint my son, JOSEPH G. HARTRANFT, as Executor of this my Last Will and Tes ment, and I further direct that no person serving as Executrix or Executor shall be required to post any bond to secure the faithful performance of her his duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on two (2) pages this 1982. Mary,. Hartranft Signed, sealed, published and declared by MARY V. HARTRANFT, the Testatri above named, as and for her Last Will and Testament, in our presence, who, in h. presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~r ELBAKER, FLICKER -2- COMMONWEALTH OF PENNSYLVANIA) : COUNTY OF CUMBERLAND) SS. We, MARY V. HARTRANFT, E. ROBERT ELICKER, II and SUS~ A. McCOY, the Testa trix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the under- signed authority that the Testatrix signed and executed the instrument as her Last Will and Testament and that she had s~igned willingly, and that she execute it as her free and voluntary'act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witness and that to the best of his or her knowledge the Testatrix was that time eighteen '(18) years of age or older, of sound mind and under no constraint or undue influence. / ~statrix Witness WStness Subscribed,'sworn to and acknowledged before me by }~RY V~ HARTRANFT, the Testatrix, and subscribed and sworn to before me by E. ROBERT ELICKER, II SUSAN A. McCOY, witnesses, this /~-~ day of Z~>(.m~a~o~t~ , 1982. and /j~-- Notary Public SNELBAKER, ¢CALEB & ELICKER 0 O~ I hereby certify that written notice of ~e fling of this N:eoun~ and of the date, time and ptace when the same wta be presemed to the Cou~t helr. o~ next of kin. Vc::l "oo pu~peqmn3.. . ,- 'pgO..'O.-~,' ....... , '"" ..... L£: Ol,'~ g- ,L~fl,,I £0. -Name o'f Date of Will No. · .STATUs 'REPORT UNDER :RUEE -6 .~112 . · Admin. NO. ~/-m~- ~/ 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\~hether administration of the estate is complete: Yes //r~ No 2. If the answer is No, state when the personal' representative reasonably believes that the administration will be complete: If the answer to No. 1 is Yes, state the following: a. Did the personal representative file a final account with the Court? yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did'~he personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases,, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Signabure (MAH:rmf/AM3) Charles E. Shields, III Name (Please type or print) 6 Clouser Road, Mechanicsburg, PA 17055 Address (717') 766-0209 Capacity: Tel. No. __Personal Representative Counsel for personal , representative