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Home My WebLink About02-0055~, BA ~ T OF LE1"I'EF~ at Esrate of Ida M. Simpkins No. ~" ~oZ," ~~- also known ~ _ -- Ta' Register of Wills far the Deceased. County of Cumberland _ in the Socra! Securrry r/o. 171-28-3791 C:otatnonwealth of Pennsylvar..ia The petition of the undersigned respectfully represents that: Your petitioner(s), who is/R~e 18 years of age or older an the execur or _ named in the last will of the above decedent, dated February 12 _, 1g 98 and codicil(s) dated (state relevant circumstances. e.g. renttnciatiots. death of executor. etc.) Decendent was domiciled at death in Cumberland _ CouAty , Pennsyiv ia, with h er last farnil or rinci al residence at 3 Ne>7onsit Lane, over Alien Towns>~i1ip, Cumberland County, )~A _ ilist street. number and tnttacipality) Except as f;,llcws, decedent did not marry, was not divorced and did not have a child born or adopted after execntior, ~f .,he will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent, then 92 years of (~U~Hi~l C~ire Center, East Decendent at destt owned property with estimated values as follows: (If domici;ed in ~'4.) All personal property (If not domiciled ir,~ Pa.) Personal properly in Pennsylvania (If not dcrucild in. Pa.) Personal property is County Value of rea! estate in Pennsylvania situated as follows: 3 Neponsit Lane; I mower A~~~ ~__ Cumberlana ~ounLy, rh ~~~~~ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codiciI(s) presented herewith and the grant of letters Testa~ntar~ (testamentary; administration e.t.a.: administration d.h.n.c.t.a.) theron. ' .fk/t,Qf~.a! R 3 Neponsit Lane z ~ William Ft. Sim kips _ Camp Hi , A ~ c ~° '_ :J in G Y ~ • 7 _ C 00 N 0~1TH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA t ys COUNTY OF _S- f The petitioner(s) abc~vz-named swear(s) or affirm(s) that the statements in the foregoing petition are true and cs~rrect co the best of the knowledge and belief of petitioner(s) and that as personal rept•esen- tative{s) of the above decedent petitioner(s) will well and truly administer the estate according te~ law. Sworn to or affirmed .d subscribed ~~¢- =- '~~- ~ '=-~ 1`~-~--° G~ bef a me this ' ~~ ~ day of William R. Simp-~Tcins ul a c~ ~~~ ~ /~ Regisre ~- ~~ December 30, 2001 ~ ~ 17,000.00 S S i 90,, OOO~a No. 21-oz-55 Estate of Ida M. Simpkins ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW JANUARY 16 1~ 2002 in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated February 12, 1998 described therein be admitted to probate and filed of record as the Iast will of Ida M. Simpkins and Letters Testamen~ry are hereby granted to William R. Simpkins FEES Probate, Letters, Etc.......... S 235.00 Short Certificates(5) .......... S 15.00 ~~~~i:~ 1;~~~ . PGS...? .. S 6.00 JCP S 5.00 TOTA $ 261.00 Filed .JAI`1UAR'Y, 16,..2002 . . ..... . . . ..... . MAILED TO ATTORNEY JANUARY 17, 2002 !J ~i ~a i Wills avi Stone #3978F ~_ _ ...~ A'I"I'DRh'cl' (Sup. Ct. I.D. No.) 414 Bridge St., New Cumberland, PA 17070 A9DRES5 (717) 774-7435 PHONE .-. ~. T.~ .._.. v~~ ~^^, his is to certif<~ 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 ro the Stare Vital Records Office for permanent tiling. (WARNING: It is illegal to duplicate this copy by photolstat or photograph. Pee for this certificate, X2.00 P 8045567 No. MIUS 'J7 Hev ~~BT L~ Loc Zegistrar -~sfE--~` ~ ~~ Date COMMONWEALTH OF PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS CERTIFICATE OF DEATH I-E/pRINT IN RYANE ucK IN N O i 2 T NAME O~~~ENT~f"M ~. aal ~ $~ M SOCIAL SEC URITV NUMB P OA OF CEATH Menm. par. ear ~ ~ • ~/'I ~/` /~ S I,,A~C.E ~. i7/ - a - 37y1 a.I EC. ~a ~eoi AGE,Lap 9amaayl UNDERr YEM UNDERIDAY DATE OF BIRTH BWTHPLACE C~r,a4 PLACE OF OEATM,f,+,.ca,AW nn+.- ,n,lme, ,vrer .••^n 1Y ya ,Ma,m Oar 'Mrl iMle~ rr~yn~.;a.1K}}I Marma Da Hpan M+wt ~~~~ r~ /YD LC. n/Irv •VN /J/~ 9~' JC r105PITAl. O1~HER: ~ . yn InPa1wM L. ERrOalWlnm - DOA L~ Hy,y ~ Raawnca u SOacdrl U " S. 0. ~ 7. , M. / NTY OF DEATH' CITY, BORO. TWP OF DEATH FA fTY NAM „~I.ngn,r E w /C7 II~I /L ,c/ aa~ NNS DEC DEM-IDF HISPANIC ORIGINT RACE ~ Amarran Irloan, BNde. WMa. are 9/~ ~j enl ~'~ }~ eG* ~ S ~ O / / ~ ( J ~ r~/~ rialJllyaa.wac,hCuean. I / ' ,~/J F , ~ A f ~ VT'/P /r/G~ L.rr~/{r~+\ No (.l1M~62C,Q-N ~• ~/A/Sl~B~2G T~t1P. Mogan Pwr1o RKan a1o i !/G , . . 7 ~' k' b• 9 10 . . DECEOEMrS USUAL OCCUPRION KWD OF BUSINESSANDUSTRY YaLS DECEDENT EVER IN DECEDENT'S EDUCATION MARITAL STATUS~ManrU SURVIVING SPOUSE ICrva LrgdrA)rk Dana our mop US.ARMED FORCES] , On n ep~raw can N Navar MartlaO. Wiop+•a0 ,n+ua +magan nLn l . a 7 d .{w..~yr~q~Ma: oo n~ayvst/rWaOG1 ~ /~ ~ /~ ria ^ No L, Elamanu 7 1 W __ a 12n ~ ~ ~ ~ K ~ ~ ~~ f r lTlJ a"1/ I a /'i// ~Q C. I ~ ! "[//'. 11a. 11a. 1t. 17. q, ty OECEDENT'3 MAILING ADDRESS ISVan. C,ryROwn.Swa. Zq Cdlel ~ ] NEPe / ,f l / NS~A.T/V~ .( DECEDENT'S ~y ACTUAL 17a. Slals Dio ,Tr:.CJ YN. oaCaONa lnao n ~ ~ RESID E~~ aouy - C~ /,I// r/ /1 ' J yf~ • /~e ~ ~ ~ / ~ ~ M (See on mn sgel p tom' ~ / ]~ rorn nW~~ ~ ~ n 1 '" / -`" 19. " ,y~ a ITa. County /•JOC/C ~•!7-TV _IJ ITa.^+anna I lm a Jal d PIYr40p fATHER' NAME IFvp, Mgda : pl la. ~Rp ~.,4NTd . MOTHER' N"ArE Ifap M~0a4 $urnamol ~rD/~ c~tMPB ~L 19. ~M~A/N ~/+~ M 'ADDRE55 Iran. Cay7iovm. a. Zq Caa. Ip ~W i~1./i~r%YIr~ /~ ~.-/PK/ (/ ~P ~ /~e y /CC f/ • 20 // '• ~,VJ MET)r000F DISPOSITION ~~ DATE OF DISPOSITION PLACE OF DISPOSRION.Hamad Camnary. Cr malory LOCATIp ~CaylTOwn, SraM. Zp CoW BwnI LJ Cramaron^ Ramwalhan Stala^ IMmn DaY.'tiarl PIS /~ ~• 9DMHbn^ an«ISpechr ^ =lay-N.a, a'~~Do?i ~ 6 /tlAr~ ~'1~M• UA~eDE~vS ~~1~ }~X78~( IIVP ~f~- ' slc offUN RALpE~(~{ EMSEEOgPEjtSp1ACTINGA55VCH LICENSE NU BER~~7 /! NA~1~ANp~~~E~FDE/'~~~ ~~• of.~PD.~vEJP,Q ~• /~/ • aama ZJre rwsy Atnn ~ M lane d n b ~ O d To Ora Dap d my M , OaaN oecwrao al tM uma. OaM aro place slata0 (5qulu,e ono Tanl LICENSE NUMBER DRE NED • 0 W ~ ...-Gr-r /h~ xTa _ ozI i2r, ~ :T (MOnfr. Day. RYl 3i of _ e. zx. id Harm 2a-YS ItruN lra rortrPlalaoq TIME OF DEATH DATE PRONOUNCED DEADIMOnm. Day. 'marl YMB CASE REFERRED TO MEDICAL %AMINERICORONERT P.narwro Prawncr a.bn. 3" ~ ~ ~ ¢ ria 1~ ""~ y/.~ IJ/ c / Za. M TS . . x 27. PIaRT I: EMM Ora owasaa, vvaias a COmplgarUm wlVdr uwW lM oeam. Oo not aMSr lna nwea Pr oylrp, fuclr a5 waac a raa0narory errnl, snoca a Man laaun. i Apppamap PART II: Qlrar ugraleanl awwaarr tprraOrnrrp b OaaaL oIA LM arN' om cause On aadr 4na . 1 tranvsan rb1 rsadlnq h Ole urr0alryvr0 rind Aran n PARE 1. Doan ~ aYYEpATECAUfE(fvul I oaaasa a conagn 1 raarr9arO Vroaalnl-+ a. /•vtW'•~r'Z•~ fh'f'•~•^~^ a•fA./ Li•V~.G /tT-(.~•J..a DUE IOIOR ASACONSEOUENCE OFI: /1 Sa01NraWy aal Wrrnai0lN b. I / i r „~ ~ .~ -. if+M.NWirq to vrVnaoMa ( DUE TOIOR ASACONSEOUENCE OFI: i terse. EnNr (ROE%YMq DJWi!(Dnsaaaa •MeY e. i %~0.,~-.. J,)» I ant rrnaYO arww DUE TO lar A$ A CONSEQUENCE OF): I raadrrq n oaaarl tJ15T a • . NYL4 AN AUTOPSY WERE AUTOPSY FINpNGS MANNER OF DEATH DATE OFIWURY TIME OF INJURY INJURYQNORKt DESCR18E 1rO1N INJU1rY OCCURIIED. PERFCMMED7 AMVUBLE PRgR 70 / M m D I On av. rial COMPLETION OF CAUSE ~ t/ 1 ~ OF DEQN7 NtmwM NomciW (~ AtYroara ^ PerrOinS Invaallgargn ~ Yea ^ NO ^ ~I ria ^ No YU LJ No ~ Surcrea ^ Couq nd M obarmaraa ^ PUCE OF INJURY - AI rgme. rpm. wear. laday, Ofaca M 70e LOCATION ISeM. ChROV,n. SraNl twaovq, arc. ISpecMl ]9a. IM. H. OOS ]q CERTIFIER (Cosa Ony awl . C9TITIF•/ING PHYSICIAN IPnyy;.an rAVIM+r9 muss d Oeam ,Met. anans onrscun nay aorquncw oeam .JnO comp,e:e0'Iem 1T To Bra asal d wry trorNOga, W am auuJaap ow b ar. cu•aalrl ann manor, u aWN ......................... NATURE ANO TITLE OF CERTIFIER r ........................... . •'M X10. '-RONOIRICING ANO CERTIFYWIG PHYSICIAN (Fnyscan Door pawuncvq oeam mW cenvyvq to ~:ausa .C tleaml ro mawtdm arro.rMa a a m m a a LICENSE NUMBS DATE SIGHED IMOrfr .riYl ~ UL/zsG ~ y y , .a eccwr. at a ma,ate.arra p«•. ana aw to ma uuaNUuw mannaaulaw._... ^ ............ 7/c. ale, /s 3i/O/ NAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE OF OE.QM 'YEDKAL EXAYINER/CORONER (Iles 271 Typa Or PnM On tM GUia of aaaminapon anNwinvaatl aliJm,inm o manner as atalaq...... 7 ..... Y Plnion, oeam oecurcan al Ilre llma. Oala, and place. ann ow to me eause(al ana (~/a yy+!r!D G ~ .ice r/~c.J !yam ^ ]ta. ...... ............ ' REGISTRAR S $IONAiVRE ANO NUMBER ~~, GATE FILED ~MOnm Uay Rat, K ep\wills\simpkins.ida\2-98 LAST WILL AND TESTAMENT OF IDA M. SIMPKINS 21-02-55 I, IDA M. SIMPKINS, of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously mad~ by me. ITEM I: I direct that my Executor hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my'decease. ITEM II: I devise and bequeath all the rest, residue and remain- der of my estate, of every nature and wheresoever situate, to my son, WILLIAM R. SIMPKINS, if he survives me. ITEM III: Should. my son, WILLIAM R. SIMPKINS, fail to survive me, I devise and bequeath all the rest, residue and remainder of my estate, of every Nature and wherever'situate, in equal shares to my son, ROBERT L. SIMPKINS, JR., and my daughter, MARILYN MILLER, or to their issue, per stirpes. ~ I appoint my son, WILLIAM R. SIMPKINS, EXecutOr of this ITEM IV: my last will. ITEM V: No fiduciary acting hereunder shall be required to post bond or enter security~for the faithful performance of his duties in any jurisdiction. Page 1 of 3 IN WITNESS WHEREOF, I, IDA M. SIMPKINS, have hereunto set my hand and seal this /2 day of ~ , 1998. IDA ~- SI-M~KIN~ - SIGNED, SEALED, PUBLISHED and DECLARED by IDA M. SIMPKINS, the Testatrix above named, as and for her Last Will and Testament, and in the presence of us, who at her request, in her presence and in the have subscribed our names as witnesses. Addre s s Addre s s COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERLAND : I, IDA M. SIMPKINS, the Testatrix whose name is signed to the at- tached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. Sworn to or affirmed to and acknowledged before me by IDA M. SIMPKINS, the Testatrix, this day of , 1998. Notary Public ~ Page 2 of 3 NOTAFllAL S~AL CONSTANCE L. KARLI, Notary Public New Cumberland, PA Cumberland Co. My Commission Expires April 13, 1999 S CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Ida M. Simpkins Date of Death: December 30, 2001 Will No. 02-0055 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court rules was served on or mailed to the following beneficiaries of the above captioned estate on January 31, 2002: William R. Simpkins 3 Neponsit Lane Camp Hill, PA 17011 Notice has now been given to all persons entitl d thereto under Rule 5.6(a). Date ~ "~30 -O Z DAVI ONE, Esquire 414 Bridge Street New Cumberland, PA 17070 -~: 717-774-7435 Capacity: Personal Representative X Counsel for Personal -,~ Rep:resentative ;~ ~ ~~~~ ~ ~. ..~.... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OFINDIVIDUALTAXES DEPT, 280601 HARRISBURG, PA 17128-0601 REC'EIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 000967 STONE DAVID HEAN 414 BRIDGE STREET NEW CUMBERLAND, PA 17070 ........ fold ESTATE INFORMATION: SSN: 171-28-3791 FILE NUMBER: 2102-0055 DECEDENT NAME: SIMPKINS IDA M DATE OF PAYMENT: 03/18/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUM BERLAN D DATE OF DEATH: 12/30/2001 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $4,000.00 TOTAL AMOUNT PAID: $4,000.00 REMARKS: WILLIAM RSIMPKINS C/O DAVID H STONE ESQUIRE SEAL CHECK# 1026 INITIALS' CW RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS iDA M. SIMPKINS deceased Inventory Estate of Ida M Simpkins From 12/30/2001 To 09/12/2002 Description Common Stocks Met Life, I~c'stock Residences Property located at 3 Neponsit Ln2. Misc. Personal Property Miscellaneous. personal property Refunds Outlook Pointe At Creekview-refund Accrued Income Value Total 2,366 25 91,000 O0 250 O0 2,571 09 96,187 34 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~eing 8uly sworn according ~o law, ~eposes an~ says ~ha~ ~%-~o~S t~e Executor o.~ ~he 5s~ate o~ Ida M. Simpkins la~e o~ Lowe~~ Allen Twp "~ ................. t , Cum~erla.8 w~h~. ~s a. ;.Ye.tory maSe ~y . William R. Simpkins , ~he said *X'~9~Q~o~,. ',:. O{ ~e e.t[re e~%a~e o{ Sa[~ 8eceSen~, cons[s~ng o{ a]~ %he personal property a.8 rea~ es~a~e, excep~ rea~ the Commonwea~%h o{ Pennsylvania, an8 ~hat ~he {~gures oppos;te each ~tem o~ +he l.ven~ory represent ;t's ~a[r Value as o¢ ~he ~a~e o~ 8eceHent's and subscribed before me, ~~ 19, illiam R. S impk i n s 3' Neponsit Lane Camp Hill, PA 17011 Address Date of Death 30 12 2001. Day Month Year INSTRUCTIONS I. An inventory must be filed within three months after appolntmenf of personal representative. 2. A supplement inventory must be filed within +hirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. u~ u~ o O I I C~ O Z kU O O IZZ REV-1500 EX + (6~00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 28O6O1 HARRISBURG, PA 17128-0601 INHERITANCE TAX RETURN F'LE. RESIDENT DECEDENT 21 2002 0055 l~ ~ .UMSE~ DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Simpkins, Ida M 171-28-3791 DECE- DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 12/30/2001 6/19/1909 WITH THE REGISTER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER CHECK APPRO- PRIATE BLOCKS COR- RE- SPON DENT 1. Original Return 4. Limited Estate 6. Decedent Oied Testate (Attach copy of Will) 9. Litigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach a copy of Trust) 1 0. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return .['-J (date of death pdor to 12-13-82) t.a 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes E] 1 1. Election to tax under Sec. 9113(A) (Attach Sch O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE & CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME David H Stone FIRM NAME (If Applicable) Stone LaFaver & Shekletski TELEPHONE NUMBER 717~4-7435 COMPLETE MAILINGADDRESS 414 Bridge Street New C,mherland, PA 17070 RECA- PITULA- TION TAX COMPU- TATION 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested (6) Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) 91,000.00 2,366.~5~' o .~o~ o.~0'o' 2,821.! 12,943 OFFICIAL USE ONLY Total Gross Assets (total Lines 1-7) (8) Funeral Expenses & Administrative Costs (Schedule H)(9) 15,971.28 Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I)(10) 93. 60 Total Deductions (total Lines 9 & 10) (11) Net Value of Estate (Line 8 minus Line 11) (12) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (14) 109,130.97 16,064.88 93,066.09 0.00 93,066.09 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 0 . 00 16. Amount of Line 14 taxable at linealrate 93, 066. 09 17. Amount of Line 14 taxable at sibling rate 0 , 0 0 18. Amount of Line 14 taxable at collateral rate 0 . 0 0 19. 20. Tax Due X .00 (15) x .045 (16) x .12 (17) x .15 (18) (19) CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 0.00 4,187.97 0.00 0.00 4,187.97 >> BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND RECHECK MATH<< PA15001 NTF 29755 Copyright 2000 Greatland/Nelco L~ - Forms Software Only PA REV-1500 EX (6-00) Page 2 Decedent's Complete Address: STREET ADDRESS 3Ncl/yeponsit Lane ,STATE ,ZIP I Camp Hill PA 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 0.00 4,000..00 210.52 Total Credits (A + B + C) (2) 0.00 0.00 Total Interest/Penalty (D + E) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) If Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE BUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT (1) 4,187.97 4,210.52 0.00 22.55 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 consideration? ................................................... 3. Did decedent own an "in trust lcd' 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? ...................................................... '.. J--1 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 t have exam ned this return, including accompanying schedules and statements, and to the best of my knowledge and behef, it is true, correct and complete. Declaration of preparer other than the personal representative is based on information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONS,I. BLE FOR FILING RETURN DATE [ADD"RES.c 3- Nepon~it 'L~e~ ,.,Camp Hil. 1 ¢ PA 1'7011 S, G N AT U~ F~-R~:~.~ f~'~.N REPRESENTATIVE DATE t',Tew~erlamd, DA 17070 For dates of death on or after July 1, 1994 and before January 1, 1995, th e tax rate imposed un th e net value of transfers to or for th e use of the surviving spouse is 3% [72 P.S. ti 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)]. The statute does not.e'<empt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1. 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the ch lid is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in F2. P.S. § 9116(1.2) iT2 P,S. § 9116(aX1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% {72 P.S. § 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual wilo has at least one earent in co mmon with the decedent, whether by blood or adoption. 0 PA15002 ;.JTF 29755 Copyright 2000 Greatland/Nelco LP- Forms Software Only REV-t502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Simpkins, Ida 1'4 21-2002-0055 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 properb; 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 NO. DESCRIPTION OF DEATH 1. 91,000. O0 Property located at 3 Neponsit Ln., Lower Allen Twp., Cumberland County, PA by deed dated April 15, 1963 and recorded in C~mberland County Deed Book U20, Page 949, granted and conveyed unto Robert L. Simpkins and Ida M. Simpkins, his wife. The said Robert L. Simpkins having' died May 19, 1986, therefore vesting title in Ida M. Simpkins, the decedent herein. Appraised value by Bridge Street Realty TOTAL (Also enter on line 1, Recapitulation) $ 0 PA15021 NTF 33299 (If more space is needed, insert additional sheets of the same size) Copyright 2000 Greatland/Nelco [-P - Forms Software Only 91,000.00 REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER Simpkins, Ida H 21-2002-0055 All property jointly-owned with right of survivorship must be disclosed on Schedule F. VALUE AT DATE ITEM NO. DESCRIPTION OF DEATH 1. Met Life,Inc stock 2,366.25 TOTAL (Also enter on line 2, Recapitulation) $ 2,366.25 0 PA15031 ;iTF 33300 (If more space is needed, insert additional sheets of the same size) Copyrl§ht 2000 Greatland/Nelco LP - Forms Software Only REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Simpkins, Ida M 21-2002-0055 Include proceeds of litigation & date proceeds were received by the estate. All prop. jointly-owned with right of survlvorshl ITEM NO. DESCRIPTION Outlook Pointe At Creekview-refund Miscellaneous personal property TOTAL (Also enter on line 5, Recapitulation) must be disclosed on Sch. F. VALUE AT DATE OF DEATH 2,571.09 250.00 2,821.09 (If more space ~s needed, insert additionaJ sheets of the same size) Copyright 2000 Greatland/Nelco LP - Forms Software Only 0 PA15081 NTF 33305 REV-1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER Simpkins, Ida M 21-2002-0055 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 A. Simpkins, William R B. Miller, ~4arilyn S ADDRESS RELATIONSHIP TO DECEDENT 3 Neponsit Lane Camp Hill, PA 17011 5206 Deerfield Ave. Mechanicsburg, PA 17055 Son daughter JOINTLY-OWNED PROPERTY: DESCRIPTION OF PROPERTY % OF DATE OF DEATH LETTER DATE Include name of financial institution and bank ITEM FOR MADE DATE OF DEATH DECD'S VALUE OF JOINT account number or similar identi~ing number. NO. TENANT JOINT A~ach deed for jointly-held real estate. VALUE OF ASSET INTEREST DECEDENT'S INTERESq t. mB 10/28/1996 Susquehanna Valley Federal 34,425.89 33.33 11,475.30 Credit Union-Savings Acct. jointly held with Marilyn S. I ~iller and William R. Simpkins, Princ. $34,255.67, Int. $166.67 on 10-28-96 2 AB 10/28/1996 Susquehanna Valley Federal 4,408.88 33.33 1,469.63 Credit Union-Checking Acct. jointly held with Marilyn ~iller and William R. Simpkins on 10-28-96 I ! I TOTAL (Also enter on line 6, Recapitulation) $ 12,944. 92 0 PA15091 HTF 33306 (If more space is needed, insert additional sheets of the same size) Copyright 2000 Greadand/Nelco LP - Forms Software Only REV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL ExP~NSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Simpkins, Ida M 21-2002-0055 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT 3,137.50 5. 6. 7. 9 10 11 12 13 FUNERAL EXPENSES: Fackler-Wiedeman Funeral Home-funeral expenses ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN No. of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney Fees Name: David H. Stone, Esq. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Simpkins, William R Street Address 3 Neponsit Lane City Camp Hill Relationship of Claimant to Decedent Son State PA ~p 17011 Probate Fees Accountant's Fees Tax Return Preparer's Fees Checks written by decedent but not cleared by bank until after death Cumberland Law Journal-advertising grant of letters The Patriot News Co.-advertising grant of letters Bonnie K. Hiller,. Tax Collector-real estate taxes Erie Insurance Group-insurance on property Lower Allen Township-sewer and trash service at 0.00 5,456.00 3,500.00 261.00 0.00 0.00 325.00 75.00 102.67 392.02 262.00 202.50 Total from continuation pages .... 2,257.59 TOTAL (Als0 enter on line 9, Recapitulation) $ 15,971.28 (If more space is needed, insert additional sheets of the same size) Copyright 2000 Greatland/Nelco LP - Forms Software Only 0 PA15111 NTF 33308 Estate of: Simpkins, Ida M Schedule H, Part B -- Administrative Costs Item No. Description 13 14 15 16 17 18 19 property from January to September UGI-gas service at property from January to July PPL Electric Utilities-electric services at property from Janaury to July PAWC-water service at property from Janaury to July Bonnie K. Miller, Tax Collector-real estate taxes Register of Wills-filing Inheritance Tax Return and Inventory Reserve for closing expenses Page 2 21-2002-0055 Amount 641.49 219.46 148.88 1,022.76 25.00 200.00 TOTAL. (Carry forward to main schedule) ...... 2,257.59 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Simpkins, Ida M 21-2002-0055 Include unreimbursed medicaJ expenses. ITEM NO. DESCRIPTION AMOUNT 1. 93.60 West Shore Emergency Medical Serv.-services rendered TOTAL (Also enter on line 10, Recapitulation) $ 93.60 ' 0 PA15121 NTF 33309 (If more space is needed, insert additional sheets of the same size) Copyright 2000 Great~and/Ne~co LP - Forms Software Only REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Simpkins, Ida M FILE NUMBER 21-2002-0055 NUMBER I 1. II NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLEDISTRIBUTIONS[includeoutrightspousaldistdbutions, and trans~munderSec. 9116(a)(1.2)] Simpkins, William R 3 Neponsit Lane Samp Hill, PA 17011 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son AMOUNT OR SHARE OF ESTATE 93,066.09 ENTER DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBS. ON LINE 13 OF REV-1500 COVER SHEET $ 0 , 00 (If more space is needed, insert additional sheets of the same size) Copyright 2000 Greatland/Nelco LP - Forms Software Only 0 PA15131 NTF 33293 LAST WILL AND TESTAMENT OF IDA M. SIMPKINS I, IDA M. SIMPKINS, of Lower Allen Township, Cumberland County, Pennsylvania, declare this to be my last will and revoke any will previously made by me. ITEM I: I direct that my Executor hereinafter named shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. ITEM II: I devise and bequeath all the rest, residue and remain- der of my estate, of every nature and wheresoever situate, to my son, WILLIAM R. SIMPKINS, if he survives me. ITEM III: Should my son, WILLIAM R. SIMPKINS, fail to survive me, I devise and bequeath all the rest, residue and remainder of my estate, of every nature and wherever situate, in equal shares to my son, ROBERT L. SIMPKINS, JR., and my daughter, MARILYN MILLER, or to their issue, per stirpes. ITEM IV: I appoint my son, WILLIAM R. SIMPKINS, Executor of this my last will. ITEM V: No fiduciary acting hereunder shall be required to post bond or enter security for the faithful performance of his duties in any jurisdiction. Page 1 of 3 and seal this IN WITNESS WHEREOF, I, IDA M. SIMPKINS, have hereunto set my hand IDA M. SIMPKINS SIGNED, SEALED, PUBLISHED and DECLARED by IDA M. SIMPKINS, the Testatrix above named, as and for her Last Will and Testament, and in the presence of us, who at her request, in her presence and in the Witness have subscribed our names as witnesses. Addre s s Address COMMONWEALTH OF PENNSYLVANIA: : SS: COUNTY OF CUMBERLAND : I, IDA M. SIMPKINS, the Testatrix whose name is signed to the at- tached or foregoing instrument, having been duly qualified according to law do hereby acknowledge that I signed and executed this instru- ment as my last will; that I signed it willingly and that I signed it as my free and voluntary act for the purposes therein contained. SIMPKINS, the Testatrix, this Sworn to or affirm, ed to and acknowledged before me by IDA M. day of "'--J"--,u-~.,-~.~..¢.,,,..,~ , 1998. / / .... ,':~ ,' , ~'~-'l.l:-~_ ' Notar~ ?ubl±c Page 2 of 3 COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : the witnesses whose names are signed to the attached or foregoing instrument, being duly qualified according to law, depose and say that we were present and saw Testatrix sign and execute the instrument as her last will; that Testatrix signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the will as witnesses; that to the best of our knowledge, the Testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influenc~~ Witness Sworn to or affirmed to and acknowle..d, ged before me by ~c~ ~/' ~_~ and witnesses, this /~ day of ~"~~z~ , 1998. Notary Public ,- NOTARIAL SEAL 'J CONoTANCE L KAl:iLl, NoB Pu ' New Cu,']~b~r,a.~. PA Cumb'e~anrt br.,~c / My Commission Expires A~ril :~i"~'o~(J J Page 3 of 3 c~lon ED SITE VALUE ailing Sq. Ft. @ $_ = $ Sq. Fi, @$ .... Garage/Carport ~ Sq. Ft. @ $ = Total Estimated Cost New Less Ph.,ce, I = ' Est. Remaining Econ. Life: Depredation = $ Depreciated Value of Improvements 'As-is' Value of Site Improvements ................... = $ -- $ ITEM = LE NO. 1 3 Ncponsit Lane 10 Kensington Drive Data and/or Sales or Financing Location Site View Condition Above Grade Room Count 2 Basement & Finished n/a 0.00 inspection ' OWller 'JPllON l~a suburban · ! 6 acres old Porch, Patio, Deck, 3: ~11 basement unfinished than ideal FHA/CA ]ical covered porch/patio noworkin fire lace no tbnce www. BridgeStrcet Realty.cum UNIFORM RESIDENTIAL AppRAiSAL REPORT I block S 81.58 ~ MLS and Public Records conventional )sed sale I 1/01 similar 3lc .23 acres similar bric'avers eg.~____ similar 13-25-0022-136 File No. 0800402K COmments on Cost Approach (such as, source of cost estimate, site value, square foot calculation and for HUD. VA and FmHA, the estimated remaining economic life of the property): Because the a e of the re crt makes estimatin accrued ~t a roach is considered unreliable and has not--cd. N/A ._...__ ~2 ENO. 3 zJ KocKaway Drive 8 Bellmore Road ~ blocks .000 68.27 ~ $ 75.72 MLS and Public Records MLS and Public Records :RIPTION conventional sale conventional sale 3/0 I similar .21 acres similar similar 5/0 I similar .23 acres sin]ilar hrick/avcra ,eg&_____~ similar 3: 1.50 1,330 partial basement -2.00 - 1,200 +2,000 -4.00 -1,00( 3: 1.50 -I,00 3: 1.5( 4,100 1,538 ~ -9,300 -- +2,000 no basement i +4,000 partial basement Adjusted Sales Price ~arable FHA/CA )ical enclosed porch -2,500 no fire lace + I 000 no tbnce su erior .. -300 Gross: 20.2% FItA/CA : )ical 7 ~ :- - 1,500 covered porch : + 1,000 : : -I 000 no lbn c.______~_e su er)or .. . : -300 +J--J-~L~[=~_~$ 15, I00 Gross: 23.9% FHA/CA )ical none : +?. OOl no t~nc_.___S___e ' Gross: 17.9% Net: -6.0% $ __Net: -14.7% $ 92,600 Net: -14.4% $ 89.900 86,500 Comments on Sales Comparison (including the subject property's compatibility lo the neighborhood, etc. ): I)uc to lin#ted ~lcs within thc subiccl's it was ncccssa~ast six months 1hr sales #2 & fl3. All sales were selected based on lhcir similar dcsi~ roximit 'to the sub'cd re crt ,. (;ross livin~ustmcnts were made at thc rate of $25 ~arc lix~t Ibr ditl;,:rences over 100 ,gl". in Central PA Multi lc Listin, Service CI)MLS indicates sales markctin)~g, limcs in number of days on thc market in thc ;PMLSas tbllows: sale #1 a 6da s' sale#2 a 13da s' sale#3 a 16da s. A the value conclusion. II sales were considered reliable and wcre_l~.ycn similar x~ Date, Price and Data No sale during past twelve [ No sa. le during past t~velve i No sale during past tt(~13~----~c Source for prior sales months, months, months. Analysis of any current agreement of sale, option, or listing of the :subject properly and analysis of any prior sales of subject and comparables within one year of the date of appraisal: is not currentl_.~isted lbr sale nor has it sold~ear' INDICATED VALUE BY' SALES COMPARISON APPROACH = Estim~,;e~'Ma~e;~ ............................................ $ 91,000 I $ ·Condibons of Appraisal: See Attached Addendum subject to completion ne~ 'D;n~e ...... I Final Reconciliation: A~~e market area lacks an adc uate number of rental sales to use the ~The purpose of this appraisal is to estimate/he market va ue of the real property that is the subject of this report based on the above conditions and the certification contingent ~ and limiting conditions, and market value definition that are stated in the attached Freddie Mac Form 439/Fan ' ~ I (WE) ESTIMATE THE MARKET VALUE AS ............. me Mae Form 1004B (Revised 6/93 ~ lC , ocr,tutu, OF I HE REAL PROPERTY THAT IS THE SUBJECT OF -- --" (VVH H IS THE DATE OF INSPECTiON AND THE EFFECTiVE ATI=C~I::'rm~i ....... THIS~T, ASOF 12/30/2002 ,'~ APPRAISER. -- ........ [} TO BE $ 91 000 ~ SUPER, SOR ' ", U./Jt:C ~ . ~, ~. -,.-* ~ ri UIRED): · ..o,u mu u. onea u~/23/2002 · caner ,-//' Ins-ec' p 1S~la~ Certification # ,. p t roperty *eddie Mac F~m 70 6-93 ~ 08~23/2002 State State Certi___~fication # GA-000568-L State Or State____~License # PAGE 2 OF 2 A~liatcd ^ppraiscrs & Consultants State PA State Fannie Mae Form 1004 6-93 FEE'sIMpLE DEED--Ty-pew~ha~ '~'s.,.s..a ~vi., I/u.ar.a a.a Sixty-Three (1963) ~III1P~I[ THOMPSON W. YOUNG and JOANNE M. ~UNO, his wife, of Lower Allen Towns~p, C~berland Cowry, Pennsylv~ia, G~an~o~s~ P~ties of the First Part; A N D ROB~T L. SIMPKINS and IDA M. SIMPKINS, his wire, of the City of Harrisburg, Dauphin County, PennsYlvania, Grantees, Parties ,4 e~,.~m ol One Dollar ($1.00) and o~her valuable' consideration, ~ lawful ,,one~ of the United ~tate~ of Jmerica. well a,d traly paid b~ the aaid part ~of part to the ~aid part~f the first part, at and befor~ the seMin~ and dellver~ Of the~e pre~ent~, the re~p~ .4~ereo[ i: hereb~ ncknowledoed' have 9ranted. barmaid, .,dd. aliened, enfe~f[ed, relen~ed, conve~ed and confirmed and b~ these presents do ~rant, bargai~ ,d;..,. ,.,fr,ff. rclco.,c, c,nvc.~, and confirm ,,to the safil ],art ~ll that cemtain piece o~ parcel o~ land, Township, and C~borland Cowry, Pennsylvania, desc~ibod am follows, to wit: B~INNIN~ at a point on ~he Easterly line o~ Neponslt Lane, W~ch Point Is 130.37 feet South of the Southeasterly corner of Noponsit Lane and Sc~sdale Drive extended, and 'at dividing line between Lots ~25 and ~26, Block O on the hereinafter mentione~ Plan of LOts; Thence along said ~ots'~25 ~d ~27J~f~.~u_Y° a.~olnt at dlvt~'n- f;L?e~?~ees line SoUtH 8~ d~oos 11 ~nutos a · ~ ~ o on saxa Plan, .thence alohg said divtdin dividing line between v~. ~.~ _E~t 72.73 feet to a n~ne :, 5: .... va pne ~s~ern line' ne~.~-~,mz~es ~egt 12~ f~e Lane ~oresal~; thence thp ~ ' -.c ue~ees 20 relates 'Place of BEOINNI~O. ' '' ' West y~.fe~t ~ a ~lnt SChOOl Ol~t. Cumb. .! the second part their situate in Lower Allen more particularly 'bounded 1949 BEING Lot #25, Block G, on Plan of Lots known as coUntry and Town Homes, Inc., which plan was recorded in the Cumberland County Recorder, s Office on May 14, 1956, in Plan Book 7, page 41, and having thereon erected premises known as No. 3 Neponsit Lane. BEING the same pFe~tses whtc~Country and Town Homes, Inc., by deed dated the _~ day of ~ , 1957, and recorded in the Office of~ Recorde~ of Deeds in and for Dauphin County in Deed Book ~ , Volume 18, Page.218, granted and conveyed to Thompson W.''Y6ung,and Joanne M' Young, his wife, grantors herein. Sub~Ject, however, to a mortgage in favor of Fidelity l~n.d_and Mortgage Company dated the ~day of . 9~rf, in the prin.ctpal'amount of /~.~.~ , and remaining prlnc~pal balance of ~ ~&7, gF . The ~antees herein asses and a~ee to pay ~aid mo~t~e.. ~ ~ ~r ~ith oR and singular, the tenements, hsrrdltaments omi ippnrtenanres to the some bdonff- in~7 or in ,,nywlse 4pprrt,,inlng, and the re,erdon and re, er,ions, remai,~der -,nd remainders, rents, issue, and pro[its thereof; .S~il~ il[Gl~ all the ,state, right, title, interest, property, claim ond demand ~hatsoe~er, both in ;a,~ and equity, o~ th, said part '[ ,?,~ the [irst port, o~, in, to or out o~ the sold premises, and e~ery part and parcel ther~o~ ') said parl lesof Ihs sv~nd part, thoi~ hclrs and assigns, lo and for the only proper use and asB~ea ana 8~reea ~o pay TIIE S2ID P~ties o~ the First Part, their heira, e~e~aio~ amd ~dmimi~iealoe~. do b~ the,e pee~emt~, covem~mt. ~ram~ amd a~ree ~o amd ~itA ,.~d v.,t ies of ~e ,e~o~d v.r~, their ~r. ~,.d a..~... mk,,~ Parties of the First Put, their 'heirs all and tlngular the hereditament~ ~nd prem~te~ kerelnabove described and gronted or mentioned, and tended to to be, ~th appurtenancel, unto the todd par{~ Ofl of the lecond port, their heirs . ~nd attipnt, a~alnt~, the taid. par~ ~O~ th~ ~irtt part and t~oi~ heirt and a~aint~ all and e,ery oiher perton or person~ whomtoever, ~aw[utt~ daimin~ or 1o claim the some or any part thereo[, 4~1 ~ ~l,.b~ lhc~t presents, IVARRdN~ AND FOREFER DEFEND in the Presence of i a6ttl!er .. and .insular. ,he ,enemen,s, hereditamen,, and app.rtenances ,o ,he same be'o.g- ins or in an$1wisc appertalnin~l, and the reversion and reversions, remainder and remainders, rents, issues and pro[its thereo[;.~tli~ alan all the estate, right, title, interest, property, claim and demand whatsoever, both in la~v and eqult~/, o! the said part 'f~..So[ the first part, of, in, to or out of the said premises, and every part and parcel thereof said part leso[ the second part, their heirs and assigns, to and [or the only proper use and behoo[ o[ the said part lO-'a o[ the second part, their heirs and assigns [orever, subject, however, to the.mortgage aforesaid, which the grantees have m ~ assumeo cng agree~ Do pay. 24,116 TIlES,lID Parties of the First Part, their heirs, executors and administrators, do ,,i,l part lOSe! the second part, gas said PaPties of by there presents, covenant, grant and ayree to and u, ith the ~hoir heirs and assiyns, that the First Part, their heirs all and sinpular the hereditaments and premises hereinabove described and 9ranted or mentioned, and in- tended so to be, with appurtenances, unto the said parties o[ the second part, their heirs and assigns, apainst the said part leflo/ the first part and their heirs and against all and every other person or persons whomsoever, lawfull~t elaimin~l or to claim the same or any part thcreo[, shall and will, b~ these presents, tV~RR~NT ~ND FOREVER DEFEND hereunto set their hand. S vnd te~lS, , (% ~ -~bove written. ' in ~e Presence of .................................... z .......................................... :. ...................................... (SEAl. REGOf{[}ED.OFFIGE OF lHE RECORDER OF DEEDS /.'3~ P-/~ COMMONWEALTH OF PENNSYLVANIA CUMB[RLAND ,SS: p[,'~ls, LVANIA COU~X'T¥ OF DAUPHIN' .../5~.. ............. /...'¢-~=.~m~.7 ......... .~...~../...,..'~ .......................................................................... : .................................................................. , the officer, perso,all!/ appeared ....... ~.IXOlTIII. ll.OU....~. ...... ~O.ul!g....&Ild....~o.&nn~....~......~o.~.~.....l:l£~ ................... ...l~l~.O..s ............................................................................................................................. ~ ............... v ................................... :";' ................................................ : ........................ ~'/la~a.t~ me (or ~t2sfacloril{ proven) lo ~,e t[, p~rson ..~ ..................... whose name ~ ....................... ~ubseribed ~o :'~:,...,,[B a~ ,'. c. ' : ~..~. o,..~,~: . .......... ~..~ ......... ~ ..................................... ~. 4'y . , ~.~ ,~ · ' - . .. ~ ~, · .. ~ . ....... . ~" ...... l.~'~h~ ccrtt]~ that thc 1 rectsc l~cstdcncc ot the (.,ranl,'e, tn the wtthm Deed, ~s ......................................................... ......................................................................................................................................................................................................... ~..~.~ ......... ~.~.~,.L~ ....................................................................................... : .................................................... ..~ .................... .: ......... ,.. ........ . · ........................................................... ....... Attorney tot Gran{ee. O ! O ............. ~.....]. CouX~,ry, ~l,rort~rb In the.:Offiee for'~Recording of Deeds,' Mortgages, ~tc. in and for the Cou,,ty t{litm,~s "My llano and Seal of Offiee,'"this ....................................................... /...2....7......~... ........... day o~. .............................. / ........ ,..~: ................ ,~,mo Domini I D /~ .~ .. met Chart: Investor - MSN Money Page 1 of 2 MSN Home I 'v MSN I .otmail I Search I Shopping I rqoney I People &Chat I !.Sign In.~ Search the W 3 , ~C p;~.'(i 1.f R "IOLL~I ~ sn~reBultDer, 2j an Account Buy stocks for $4 Amazing rate on Special Offer When . . ' Ge)~-F~EE-T~es No Account Minimums balance transfem~ You Open An Account Taxes Noney Plus I Help .~'~:'-::.'~ .~". :5'.?"<'¢ Investing Home Po~olio Harkets Stocks Funds Insight Brokers CNBCW Quote~ Chart~ News Snapshot Quotes Charts Historical Real-Time Intraday Key Developments Recent News Name or S_ymbol: Jmet Find Symbol Print RePort Metlife Inc Date High Low Close Volume 12/31/2001 31.980 31.500 31.680 --.__.~1,199,200 12/28/2001 31.700 30.880 31.410 -~ Research Company Report 12/27/2001 31.250 30.790 30.800 2,730,400 SEC Filings 12/26/2001 31.300 30.700 30.700 1,731,500 Advisor FYI 12/24/2001 31.140 30.650 30.700 505,100 Stock Rating Earnings Estimates 12/21/2001 31.570 30.700 30.700 4,514,600 Analyst Ratings 12/20/2001 32.000 31.020 31.500 3,102,700 Financial Results Insider Trading 12/19/2001 31.240 30.600 31.080 3,334,500 Ownership 12/18/2001 31.000 30.290 30.740 3,339,100 Community 12/17/2001 30.690 29.700 30.450 3,901,000 Guided Research Research Wizard 12/14/2001 30.260 28.800 29.810 3,466,800 Find Stocks 12/13/2001 28.940 28.490 28.940 2,777,200 Stock Screener 12/12/2001 29.310 28.700 28.810 2,891,100 Power Searches Top Rated Stocks 12/11/2001 29.290 29.000 29.120 3,595,800 ' 12/10/2001 29.700 28.650 28.650 3,516,800 12/7/2001 28.650 28.040 28.430 2,350,600 Related Links E-mail & Alerts 12/6/2001 28.410 27.950 28.170 2,224,500 IPO Center 12/5/2001 28.260 27.830 27.980 4,900 Stock Competition Message Boards 12/4/2001 27.750 26.980 27.750 3,311,900 12/3/2001 27.350 26.820 26.970 1,768,400 http://m~neycentra~.msn~c~m/invest~r/charts/chartd~.asp?Symb~--met&DateRangeF~rm=~ 9/12/2002 SUSQUEHANNA '"VALLEY FEDERAL CREDIT UNION January 30, 2002 David H. Stone Stone, LaFaver & Shekletski 414 Bridge Street New Cumberland, PA 17070 RE: The Estate of Ida M. Simpkins SSN 171-28-3791 Dear Mr. Stone: The above referenced decedent had a share (savings) account and a draft (checking) account with this credit union at the time of her death. The share account had a date of death balance $34,255.67 plus accrued interest of $166.67 for a total value of $34422.44. The draft account had a date of death balance of $4408.45 with no accrued interest. The account was held jointly with Marilyn S. Miller and William R. Simpkins. The account had been titled in this fashion since October 28, 1996. If we can be of any further assistance, p!ease fee! free to ask. Sincerely, Larry L. Stoner President/CEO 3850 HARTZDALE DRIVE · CAMP HILL, PA 17011-7809 LOCAL: (717) 737-4152 TOLL FREE: (800) 948-1454 FAX: (717) 737-0589 BUREAU OF ZNDZVTDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRZSDURG,, PA 17128-n601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX RE¥-1547 EX AFP (01-o2) DAVID H STONE STONE, ETAL qlq BRIDGE ST NEW CUMBERLAND "02 NflV-t Pt :4.5 DATE IO-Z8-ZOOZ ESTATE OF SIMPKINS DATE OF DEATH 1Z-50-ZO01 FILE NUMBER 21 02-0055 COUNTY CUMBERLAND ACN 101 Amoun~ Remi~ed IDA M MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS *~ REV-1547 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SIMPKINS IDA MFZLE NO. 21 02-0055 ACN 101 DATE 10-28-2002 TAX RETURN WAS: (X) ACCEPTED AS FTLED ( ) CHANGED RESERVAT'rON CONCERNING FUTURE 'rNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~nership Zn~eres~ (Schedule C) ($) q. Mortgages/No,es Rece/vable (Schedule D) (q) 5. Cash/Bank Deposi~s/M/sc. Personal Proper~y (Schedule E) (5) 6. Jo/n~ly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Expenses/Adm. Cos~s/Hisc. Expenses (Schedule H) (9) 10. Debts/Mortgage L/abili~/es/Liens (Schedule Z). (10) 11. To~al Deductions 12. Ne~ Value of Tax Re~urn 91/000.00 2/$66.25 O0 O0 2/821.09 12/9q5.65 O0 (8) 15,971.28 95.60 (11) (12) 15. lq. NOTE: Chari~able/Govarnmen*al Bequests; Non-elected 911:3 Trusts (Schedule J) (1:3) Ne~ Value of Es~a~a Subjac~ ~o Tax (lq) ]:f an assessment was issued previously, lines lq, 15 and/or 16, 17, reflect figures that include the total of ALL returns assessed to date. NOTE: To /nsura proper credi~ ~o your account, submi~ ~he upper portion of ~h/s form w/~h your ~ax payment. 109,150.97 95,066.09 .00 95,066.09 ASSESSMENT OF TAX: 15. Amoun~ of L/ne lq a* Spousal ra*e 16. Amoun* of L/ne lq ~axable a~ L/heal/Class A ra~e 17. Amoun* of L/ne lq a~ SLbling ra~e 18. Amoun* of L/ne lq ~axable a~ Collateral/Class B ra~e 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT DATE NUHBER INTEREST/PEN PAID (-) 05-18-2002 CD000967 209.q0 10-21-2002 REFUND .00 18 and 19 will (~) .O0 x 00 = .00 (16) 95,066.09 x 0q5 = q,187.97 (17) . O0 x 12 = . O0 (~8) .00 x 15 = ,00 (~9)= q,187.97 AMOUNT pAID q,000.00. 21.q5- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ~,187.97 .00 .00 .00 RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST= Estates of decedents dying on ar before December 1Z, 1982 -- if any future interest in the estate is transferred 'in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collataral) rate on any such future interest. To fulfill the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act 23 of ZOO0. (TZ P.S. Section 91¢0). Detach the top portion of this Notice and submit With your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-Z050; services fOr+taxpayers with special hearing and / or speaking needs: 1-800-447-30Z0 (TT only).. Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object mithin sixty (60) days of receipt of this Notice by= --written protest to the PA Department of Ravmnuej Board of Appeals, Dept. ZalOZIj Harrisburg, PA l?lZa-lOZ1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans~ Court. Factual errors discovered on this assessment should be addressed in writing to: PA*Department of Revenue, 5ureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax dGe i~ paid within three (3) calendaV months after the decedent's death, a five percent (SZ)'discount of the tax paid is ailowed. *' The 1SI tax amnesty non-participation penalty is computed on the total of thm tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation* penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (i) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after *. January 1, 198Z will bear interest at a rate ahich will vary from calendar year to calendar year. with th~ rate announced by the PA' Department of Revenue. The applicable intere~t rates'for 1982 through ZOOZ are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 198Z 20Z .000548 1992 ,gX . O00Zq7 1983 16X .000438 ' 1993-1994 ?Z ' ' *;000192 1984 11X .000301 1995-1998 9Z o O00Z47 1985 152 .000356 1999 7X : .00019Z 1986 102 .000274 2000 aZ .000Z19 1987 9Z .000Z47 2001 97. .000Z47 1988-1991 llZ .000301 200Z 6Z .00016~ --Interest is calculated as follows= INTEREST = BALANCE. OF TAX UNPAID X NUlqBBR OF DAYS DELINt~UENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculatien to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest muSt be.calculated. ~~~~ ~ ~ ~ COMMONWEALTH OF PENNSYLVANIA BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE INHERITANCE TAX DIVISION DEPT. 286601 INHERITANCE TAX HARRISBURG, PA 17128-0601 STATEMENT OF ACCOUNT REY-1607 E1I kFV (01-027 DATE 11-04-2002 ESTATE OF SIMPKINS IDA M DATE OF DEATH 12-30-2001 FILE NUMBER 21 02-0055 - COUNTY CUMBERLAND DAVID H STONE ACN 101 STONE ETAL 414 BRIDGE ST ~ Amount Remitted NEW CUMBERLAND PA 17070 MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, submit the upper portion of this fora with your tax payment. CUT ALONG_ THIS LINE _-___ RE_TAIN LOWER P_ORTI_ON FOR YOUR RECORDS __-~ ______ REV-1607 EX AFP (01-02) ~ ~~~ INHERITANCE TAX STATEMENT OF ACCOUNT *** _______________ ESTATE OF SIMPKINS IDA M FILE N0. 21 02-0055 ACN 101 DATE 11-04-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSE55MENT OR RECORD ADJUSTMENT: 10-28-2002 PRINCIPAL TAX DUE: PAYMENTS CTAX CREDITS): 4,187.97 PAYMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID 03-18-2002 CD00096~ 209.40 4,000.00 10-21-2002 REFUND .00 21.43- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. * IF PAID AFTER THIS DATE, SEE REVERSE I TOTAL DUE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) 4,187.97 .oo .00 .00 PAYMENT: 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 HILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANIA. REFUND CCR): 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" CREV-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices or from the Department's 24-hour answering service for forms ordering: 1-800-362-2050; services far taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). REPLY T0: questions regarding errors contained an this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601, phone [717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedent's death, a five percent [5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, ar nine (9) months and one (1] day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6%) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20% .000548 1992 9% .000247 1983 16% .000438 1993-1994 7% .000192 1984 11% .000301 1995-1998 9% .000247 1985 13% .000356 1999 7% .000192 1986 1D% .000274 2000 8% .000219 1987 9% .000247 2001 9% .000247 1988-1991 11% .000301 2002 6% .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. ~~ ~'~ ,~ ~r STATUS REPORT UNDER RULE 6.12 Name of Decedent: Ida M. Simpkins Date of Death: December 30, 2001 Wi11 No. 21-02-0055 To the Register: Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: _ 3. If the answer to No. 1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes No X (b) The separate Orphans' Court No. (if any) for the personal representative's account is: NJA (c) Did the personal representative state an account informally to the parties in interest? Yes X No (d) Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be a~t~hed to this report. ^~`~,._~ Date: ~~`i~-03 1 ~~, Davi ~:". on Esquire 414 Bridge Street New Cumberland, PA 17070 717-774-743!5 Capacity: Personal Representative ,, j X Counsel. for Personal Representative