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Home My WebLink About04-0286Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estataof Ann K. Carr also known as , Deceased Patricla S. Line and Carol Ann Carr, n/b/m Carol C. Pebt~oner(s), who ~s/are 18 years of age or o~der, apply0es) for (COMPLETE 'A' or 'B' BELOW ) ] A Probate and Grant of Letters Testamentary and aver that Pet~oner(s) is/are the execut naznf~t ia~he last W~ll of the Decedent, dated 07/26/19aV~ cod~ml(s) dated 05/22/2003 Socml Securl[y NO 209-46-0211 State relevant circumstances, e g, renunciation, death of executor, etc Except as follows, Decedent did not marry, was not divorced, and d~d not have a child bom or adopted after execution of the documents offered for probate, was not the wctlm of a k~lhng and was never adjudicated incompetent none [~ B Grant of Letters of Administration (c t a, d b n c t a, pendenta hte, duranta absent,a, durante mlnor~tate) Pet~[ioner(s) after a proper search has/have ascertained that Decedent left no W~ll and was survived by the fotlowlng spouse (If any) and he~rs Name Retst~onshlp Remdence (COMPLETE IN ALL CASES ) Attach addlt~onat sheets ~f necessary Decedent was domiciled at death ~n Cumberland Count~, Pennsylvanm w~th his/her last family orpr,nc~palres~denceat 331 Fairview Street, South Mlddleton Township, Carlisle, PA (list street, number, and munlclpahty) Decedent, then 84 years of age, d~ed 03/02/200lat Carlisle, PA Decedent at death owned property w~th estimated values as follows (If domiciled ~n PA) All persona[ property (If not dom~mled ~n PA} Personal property in Pennsylvama (If not domiciled in PA) Personal property in County Value of real estate m Pennsylvania 17013 (Location) $ $ $ $ 60,000.00 140,000.00 mtuated as follows 331 Fairview Street, Carlisle PA Wherefore, Pet~boner(s) respectfully request(s) the probate of the last W~ll and Cod~c~l(s) presented wrth th~s Petition and the grant of 11~'~"~--2'~...~'--~ ~,._..~.____~...__~:...~tters In the appr°pnate f°rm t° the undersigned /'"Typed or pnnted name and realdence S~nature ~ Patricia S Line ~ 2305 Rltner Highway, Carlisle, PA 17013 --/------~~<'~-~"~~~~ .. Carol Ann Carr, n/b/m Carol C. 2226 Benedictine Ct., Vienna, VA 22182 prepared by the Pennsylvania Sar Association Copynght (c) 1996 form sofiwam only CPSystems, Inc Form RW-1 (1991 ) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Pebt~)ner(s) above-named swear(s) or affirm(s) that the statements ~n the foregoing Pet~bon are true and correct to the best of the knowledge and belief of P~ecd that, as personal representabve(s) of the Decedent, Pet~boner(s) w~ll well and truly admm[ste~the estate"e, ccordlng to law Sworn to or affirmed and subscnbed '~ ~.-~-/~.--'-~ ~' ," Patricia S. Line ~i2J/7!~ Carol Ann Carr, n/b/m C~r~l C. H,f~~c81~- ' ~ No Estate of Ann K. Carr Deceased Social Security No 209 -46 - 02:II'ate of Death 03/02/2004 AND NOW, ~( ~//.~..,,~ .~ c~.'~ ~)~, in cons,doratlon / - of the Pet~bon on the reverse side hereon, satisfactory proof hawng been presented before me, IT IS DECREED that Letters [~tamentary (~Jmlmstratlon (c t a, d b n c t a, peodenta hte, durante absent,a, durante m~nor~te) are hereby granted to Patricta S. Line and Carol Ann Carr, n/b/m Carol C. ~,f~$~C~ ,n the above estate and that the ~nstrument(s) dated 07/26/1973 05/22/2003 Letters Short Cert~flnate(s) Renunciation descnbed ~n the Petdc~on be admrtted to probate and hied of record as the last Wdl of Decedent FEES $ Attorney Ro~r~ C. Saidls '~ '~' Affidavits ( ) $ ID No Extra Pages ( ) $ ~, ~ Address cod,c,, $ /~, ~ 21458 Satdls, Shuff, Flower & L~ndsay 2109 Market Street Camp Hill, PA 17011 JCP Fee $ /,/~., ~ ,(~ Telephone 717/737-3405 Inventory $ Other $ Form RW-1 (1991) his Is to cemfy that the lnformauon here g~ven is correctly copied from an ongtnal certfficate of death duly filed w~th me as Local Registrar The original certificate will be forwarded to the State Vital Records Office for permanent filing WARNING: It ~s illegal to duplicate th~s copy by photostat or photograph. Fee for th~s cemficate, $2 00 P 10159504 No Local Registrar HAR 4 2004 Date COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH I.,e--le I' 209-46-o211 . 331 Fai~-vxew St. ~rliele PA 17013 George W. Cart rch 6, 2004 PA ~ ,~[3 ~. ~,.. S. Mlddleton I ,,.I,~rland Valley Mem. Grdn~,.. Carlisle PA 17013 March 2, 2004 la, 014351-L ]~ 219 N. Hanover St., Carlzsle PA 17013 SAIDIS SHUFF, FLOWER & LINDSAY 26W High Street Carhsle, PA I, Ann K. Carr, and publish this July 26, 1973. CODICIL OF ~ K. CARR the within named Testatrix, do hereby make Codicil of my Last Will and Testament dated FIRST I hereby amend the EIGHTH provision of said Will to provide in full as follows: I do hereby nominate, constitute and appoint my daughters, Carol Ann Carr and Patricia S. Line, to act as Co-Executrixes of this my Last Will and Testament SECOND In all other respects I hereby ratify, confirm and republish my Last Will dated July 26, 1973 together with this sole Codicil as and for my Last Will IN WITNESS Wq{EREOF, I, Ann K. Cart, have hereunto set my hand and seal to this Codicil to my Last Will and Testament this ~,~ day of ~ 2003 A~n K. Carr SAIDIS SHUFF, FLOWER & LINDSAY 26W Hsgh Street Carlisle, PA Signed, sealed, publzshed and declared by the above-named Testatrmx, as and for a Codmcml to her Last Wmll and Testament in the presence of us, who have hereunto subscrmbed our names at her request as witnesses, thereto, in the presence of samd Testatrzx and of each other. ADDRESS COMMONWEALTH OF PENNSYLVANIA : COUNTY OF CUMBERLAND : We, Ann K. Carr, ~9~1~ , and ~ ~7'~J~d~ , the Testatrix and wmtnesses, respectively whose names are signed to the foregomng or attached mnstrument, being first duly sworn, do hereby declare to the undersmgned authority that the Testatrmx signed and executed the instrument as her Codmcml and that she smgned willingly and that she executed as her free and voluntary act for the purposes there~n expressed, and that each of the witnesses, mn the presence and hearing of the Testatrmx signed the Codmcml as wmtness and that to the best of their knowledge the Testatrix was at the time 18 or more years of age, of sound mind and under no constraint or undue influence ~" ~/ ,Witness , Witness Subscribed, sworn to and acknowledged before me by Ann K Carr, the Testatrix, and subscribed to and sworn or affirmed to before me by~ ~9-~4/~,~6,~/and~ ~7~]/~z'/U-¢~/ witnesses, this ~/day of /'/~ / ' NOTARIAL SEAL Carl,sle, Cumberlend County ?4¥ Comml~lon E~l~ ~ ~ ~3 2 , 2003 Notary P~bl~ LAST WILL AND TESTAMENT OF I, ~ K. CAP, R, a domiciliary of the Conm~onwealth of Pennsylvania, being of sound and disposing mind and memory, do hereby make, publish and declare this instrument to be my LAST WILL AND TESTAMENT. FIRST. I hereby revoke any and all wills and codicils by me heretofore made. SECOND. I direct that all my just debts and funeral expenses be paid as soon as conveniently can be done after my death. THIRD. I gzve, bequeath and devise all my estate and property, including all property of which I shall die seized and possessed, all property to which my estate shall be otherwise entitled at the time of my death, 8md all property over which I shall have power of appointment, of whatsoever kind or nature and wheresoever situated, be it real, personal or mixed, absolutely and forever, to my husband, GEORGE W. CARR. FOURTH. In the event that my husband, GEORGE W. CARR, shall predecease me, I give, bequeath and devise all of my said estate, share and share alike, absolutely and forever, to my children, CAROL ANN CARR, PATRICIA S. LINE,'GEORGIA E. CARR, and GEORGE W. CARR, II, or to the issue of any predeceased child, such issue to take per stirpes. FIFTH. Wherever in this my LAST WILL AND TESTAMENT it is provided that any person, other than my husband, GEORGE W. CARR, shall benefit hereunder if such person shall survive me, such person shall be deemed~ not to have survived me, if he or she shall die within thirty (30) days after my death. In the event that I shall die within thirty (30) days (Page 1 of 3 pages) ~ after the death of GEORGE W. CAP. R, it shall be deemed for the purposes of this Will that I did not survive him. gIXTH. I hereby expressly state that my husband and I own all of our personal property oointly with right of survivorship; and if my husband shall survive me, then said property shall not be included in my estate, but shall be owmed by my husband through operation of law. SEVENTH. In the event that my husband, GEORGE W. CARR, shall predecease me and I shall die leaving a minor child, or minor children surviving me, then I request that my daughter, CAROL ANN CARR, be appointed as guardian of the person and property of each minor child of mine who shall survive me, to serve during the minority of such child or children. EIGHTH. I nominate and appoint my daughter, CAROL ANN CARR, as executrix of this Will, and I request that my executrix be permitted to serve without bond or without surety thereon and without the intervention of any court except as required by law; and in the event my daughter, CAROL A~N CARR, shall predecease me, or fail to qualify or complete the administration of my estate, then I appoint my daughter, PATRICIA S. LINE, as successor executrix of this Will under the same conditions as heretofore set forth in this paragraph. NINTH. I give my said executrix or alternate executrix, as the case may be, absolute discretion and the fullest authority in all matters including, but not limited to, complete authority to sell (at public or private sale, for cash or credit, with or without security), mortgage, lease, ~nd dispose of all property, real, personal or mixed, at such times and upon such terms and conditions as she shall determine. I direct that the administration of my estate be as independent of probate court proceedings as the laws in force at my death shall (Page 2 of 3 pages) permit. IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, this ~__~_~__ day of ~, 1973, set my hand and seal to this my LAST WILL AND TESTAMENT consisting of three (3) typewritten pages, this included, the preceding pages hereof bearing my signature. ANN K. CARR (S~AL) Signed, sealed, publi~ed and declared by the ~ove-n~ed Testatrix, ANN K. CAi{R, as her LAST WILL AND TESTAME~, in ~e presence of all of us at one time, and at the s~e ti~, w~ at her request and in her presence and in the presence of each other, have hereunto subscribed~r names as attesting witnesses, and we do hereby attest to the sound ~d disposing mind and memory of said testatrix at ~e date hereof, and ~o the performance of the aforesaid acts of execution at Carlisle Barracks, P~sylvania, this __~__~U~ay of~, 1973. c NAME ~DNESS (Page 3 ~ 3 p~:~ ~ REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(A) Name of Decedent: Ann K. Cart Date of Death: March 2, 2004 WillNo. 21-04-0286 Admin. No. To the Register: I certify that notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above- captioned estate on March,~o, 2004. Name Patricia S. Line Carol C. Hippensteele Georgia E. Kuhn George W. Carr, II Address 2305 Ritner Highway, Carlisle, PA 17013 2226 Benedictine Court, Vienna, VA 22182-5130 156 Twin Lakes Drive, Gettysburg, PA 17325 30 Briarwood Lane, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none R~bert C. Saidis, Esquire 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: X __ Personal Representative Counsel for Personal Representative JOHN E. SLIKE ROBERT C. SAIDIS GEOFFREY S. SHUFF JAMES D. FLOWER, JR. CAROL J. LINDSAY MATTHEW J. ESHELMAN KIRK S. SOHONAGE THOMAS E. FLOWER LINDSAY GINGRICH MACLAY JACLYN SMITH LAW OFFICES SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: attomey@ssfl-law.com May 27, 2004 OF COUNSEL ALBERT H. MASLAND CARLISLE OFFICE: 26 WEST HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Re-' The Estate of Ann bt. Carr File No. 21-04-0286 Dear Ladies: Enclosed please find a check in the amount of $10,200.00 representing a payment on account of inheritance taxes in the above estate. Please issue a receipt at your earliest convenience. /sly Enclosure Very truly yours, SAIDIS, $,I-IUFF, FLOWER & LINI)SAY i/" // 't~/?I ...~, stat Law Offices of Saidis, Shuff, Flower & Lindsay 2109 Market Street Camp Hill, PA 17011 Register of Wills Cumberland County Courthouse Carlisle, PA 17013 JOHN E. SLIKE ROBERT C. SAIDIS GEOFFREY S. SHUFF JAMES D. FLOWER, JR. CAROL J. LINDSAY KIRK S. SOHONAGE THOMAS E. FLOWER LINDSAY GINGRICH MACLAY JACLYN M. SMITH LAW OFFICES SAIDIS, SHUFF, FLOWER & LINDSAY A PROFESSIONAL CORPORATION 2109 MARKET STREET CAMP HILL, PENNSYLVANIA 17011 TELEPHONE: (717) 737-3405 - FACSIMILE: (717) 737-3407 EMAIL: attomey@ssfl-law.com www.ssfl-law.com CARLISLE OFFICE: 26 W. HIGH STREET CARLISLE, PA 17013 TELEPHONE: (717)243-6222 FACSIMILE: (717)243-6486 REPLY TO CAMP HILL November 30, 2004 Register oi'Wills Cumberland County Courthouse Carlisle, PA 17013 Re: The Estate of Ann K. Carr File No. 21-04-0286 Dear Ladies: Enclosed are an original and two copies of an inheritance tax retum with regard to the above estate. Also enclosed are checks for the balance of tax due and the filing fee. Kindly return a time-stamped copy of the return to our office in the ~nvelope provided. Thank you. Very truly yours, SAI~I~ SHUF~ ~.ER & LINDSAY .~elby~Y~g, Estate earalegal /sly Enclosures 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 REV 1162 EX(1 1-96) NO. CD 004698 DUPLICATE LINE PATRICIA S 2305 RITNER HIGHWAY CARLISLE, PA 17013 ACN ASSESSMENT CONTROL NUMBER AMOUNT foJd 101 $175.73 ESTATE INFORMATION: SSN: 209-46-0211 FILE NUMBER: 2104-0286 DECEDENT NAME: CARR ANN K DATE OF PAYMENT: 12/06/2004 POSTMARK DATE: 1 1/30/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/02/2004 REMARKS: PS LINE TOTAL AMOUNT PAID: $175.73 SEAL CHECK//1003 INITIALS: VZ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX -~ CAPB HpRL EpIO CRAC ?K KOEs R E C A P I T U L A T I O N C 0 M xl T I O N COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17120-0601 REV- 1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDEN~'S NAME (LAST, FIRST, AND MIDDLE IN{T~AL) Carr Ann K. DATE OF DEATH (MM-DD-YEAR} 0 ~/~/~04 DATE OF BIRTH (MM-DD-YEAR) 02/01/1920 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INIT]AL) Limited Estate DeCedent Died Testate (Attach copy of Will) OFFICIAL USE ONLY FILE NUMBER 21-04-0286 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 209-46- 0211 REGISTER OF WILLS SOCIAL SECURITY NUMBER Compromise (date of death aRer 12-12' 8. FederaJ Estate Tax Return NAME Robert C. Saidis FIRM NAME (If Applicable) Saidis, Shuff, Flower & Lindsay TELEPHONE NUMBER 717/737 - 3405 1.Real Estate (Schedule A) (1) 2Stocks and Bonds (Schedule B) (2) 3Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4Mortgages & Notes Receivable (Schedule D) (4) 8Cash, Bank Deposits & Miscellaneous Personal Property (6) (Schedule E) 6Jointly Owned Property (Schedule F) (6) E~eparate Billing Requested 7~nter-Vivos Transfem & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8.Total Gross Assets (total Lines 1-7) 9Funeral Expenses & Administrative Costs (Schedule H) (9) 103ebts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11Total Deductions (total Lines 9 & 10) l~let Value of Estate (Line 8 minus Line 11) COMPLETE MAILING ADDRESS 2109 Market St. Camp Hill, PA 17011 143,77(!; 00 9,822i62 None None 44,664~82 N°ne 59,952.28 12,666.81 3,041.40 OFFICIAL USE ONLY (8) 258,209.72 (11) 15,708.21 (12) 242,501.51 13Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 1,~et Value Subject to Tax (Line 12 minus Line 13) (13) (14) 242,501.51 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 150,mount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) lO. mount of Line 14 taxable at lineal rate 17Amount of Line 14 taxable at sibling rate 18Amount of Line 14 taxable at collateral rate x .0 0 (16) 0.00 242,501.51 x .0 45 (16) 10,912.57 X .12 (17) O. 00 x .15 (18) 0.00 191'ax Due (19) 10,912.57 Copyright (c) 2000 form sofware only 3~e Lackner Group, Inc, Form REV- 1500 EX (Rev 6-00) DeceUent's ~ompl~e Address: STREET ADDRESS 331 Fairview Street CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1.Tax Due (Page 1 Line 19) 2Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 10,200.00 536.84 (1) Total Credits ( A + B + C ) (2) 3interest/Penalty if applicable D. interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4Jf Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) SJf Line I + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1 Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ......................... b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. receive the promise for life of either payments, benefits or care? ................... 21f death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ [] [] 3Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. [] [] 4Did decedent own an Individual Retirement Account, annuity, or other non-probate property a beneficiary designation? ................................ ~ [] which contains IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 10,912.57 10,736.84 0.00 0.00 175.73 0.00 175.73 Under~.,p~nalties of penury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, --~and complete. Declaration of preparer other than the pemon.l representative is based on all information of which preparer has any knowledge, t .,,~ ~j_ SIGN UREOFPERSONRESPONSIBLEFORFIL1NGRETURN Patrtcia S ' .mGN~R~( . . Line and Carol C.Hil~nsteele ~ ~ ~ --' 2305 Ritner Hi~hwa~ /~/~/./ .--"':------. ('~-"'j /~..~..~j '~-/:d~YfJi~-;'~l'"iYdi3 ........................... SIGNATURE OF PREPARE/.~ff~/R,~^t~PRESENTATIVE Saidis, Shuff, Flower & Lindsay / (/~".~ 2109 Market St. su~iving s~use is 3% [72 P.S. 9116 (a) (1.1) (i)]. parent, an adoptive parent, or a steppamm of the child is 0% ~2 P.S. 9116 (a) (1.2)). [72 P.S. 9ll6(a)(l)]. REV-1502 EX + (1-9~) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ann K. Carr SS# 209-46-0211 SCHEDULE A REAL ESTATE 03/02/2004 FiLE NUMBER 21-04-0286 All real property owned solely or as a tenant in common must be repo~ted at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Reap property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 331 Fairview Street, South Middleton Township, Carlisle, PA (tax assessed value) TOTAL (Also enter on line 1, Recapitulation) VALUE AT DATE OF DEATH 143,770.00 $ 143,770.00 (if more space is needed, insert additional sheets of the same size) REV-1503 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENY DECEDENT ESTATE OF SCHEDULE [] STOCKS & BONDS FILE NUMBER Ann K. Carr SS# 209-46-0211 03/02/2004 21-04-0286 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION UNITVALUE OFDEATH 1 50 Series E Savings Bonds, face value $25 and 24 Series E Savings Bonds, face value $50 9,822.62 (see attached) TOTAL(Alsoenmronline2, R~apRulmion) 9,822.62 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1-97) SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN REStDENT DECEDENT ESTATE OF FILE NUMBER Ann K. Carr SS~/ 209-46-0211 03/02/2004 2t-04-0286 Include the proceeds of litigation and the date theproceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2 3 4 5 6 Citizens Bank, checking acct. #610073-372-6 Citizens Bank, savings acct. #6140-174643 accrued interest Waypoint CD #1000129648 Household goods and furnishings Blue Cross medical expense reimbursement Comcast, refund 2,851.65 31,685.29 0.43 9,017.29 1,000.00 108.75 1.41 TOTAL (Also enter on line 5, Recapitulation) I; 44,664.82 (If more space is needed, insert additional sheets of the same size) REV-1510 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Ann K. Carr SS~; 209-46-0211 SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY' 03/02/2004 FILE NUMBER 21-04-0286 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFEREE THEIR RELATIONSHIP TO DECEDENT AND THE DATE O~ TRANSFER. DATE OF DEATH DEOD'S EXCLUSION TAXABLE VALUE NUMBEF ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTERES'r CF APPLICABLE) 1 Met Life, variable annuity 19,609.36 19,609.36 contract #073013830 2 The Hartford Insurance Co., annuity contract ¢/210156958 40,342.92 100.007, 40,342.92 TOTAL (Aisc enter on line 7, Recapit~ation) 59,952,28 (If more space is needed, insed additional sheets of the same s~ze) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Ann K. Carr SS~ 209-46-0211 03/02/2004 21-04-0286 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. 5. 6. 7, :UNERALEXPENSES: Hoffman-Roth Funeral Home Letort View Community Center, funeral lunch .DMINrSTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney's Fees Saidis, Shuff, Flower & Lindsay Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State__ Zip Relationship of Claimant to Decedent Pmb~eF~s Register of Wills Accountant's Fees Tax Return Preparer's Fees OtherAdministrafiveCosta PNC Bank, check fee The Sentinel, estate notice Cumberland Law Journal, estate notice Gift card Gift card for help with snow removal 5,967.02 544.20 5,500.00 294.50 27.42 163.67 75.00 25.00 70.00 TOTAL (Also enter on line 9, Recapitulation) 12,666.81 (if more space is needed, insert additional sheets of the same size) REV-1512 EX + (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT OECEDENT ESTATE OF FILE NUMBER Ann K. Carr SS~/ 209-46-0211 03/02/2004 21-04-0286 Include unreimbursed medical expenses. iTEM NUMBER DESCRIPTION AMOUNT 1 2 3 4 5 6 7 8 9 10 11 12 13 Sprint, phone bill Met Ed, electric bill York Waste Disposal Met Ed, electric bill Sprint, phone bill Judy Campbell, tax collector South Middleton Township Municipal Authority Met Ed, electric bill South Middleton Township Municipal Authority Terminex Met Ed, electric bill Judy Campbell, tax collector Met Life, fire insurance premium 125.93 30.02 46.26 16.69 22.36 320.81 99.00 16.37 99.00 33.92 41.92 1,623.12 566.00 TOTAL (Also enter on line 10, Recapitulation) 3,041.40 (If more space is needed, insert additional sheets of the same size) CoDvd{3ht (C~ 1996 form software only CPSystems. tnc. Fonn REV- 1512 EX IRev. t-971 SCHEDULE d BENEFICIARIES COMMONWEALTH OF PENNSYLVANIA ~NHERITANCE TAX RERJRN RESIDENT DECEDENT ESTATE OF FILE NUMBER Ann K. Carr SS# 209-46-0211 03/02/2004 21-04-0286 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I. 1 II. -AXABLE DISTRIBUTIONS linclude outdght spousal distributions, and tmnsfem under Sec 9116(a)(1 ?atricia S. Line 2305 Ritner Highway Carlisle, PA 17013 Carol C. Hippensteele 2226 Benedictine Court Vienna, VA 22182-5130 Georgia E. Kuhn 156 Twin Lakes Drive Gettysburg, PA 17325 George W. Carr, II 30 Briarwood Lane Carlisle, PA 17013 daughter daughter daughter 1/4 of entire estate 1/4 of entire estate 1/4 of entire estate 1/4 of entire estate ENTER DOLLAR AM'rS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN, 15 THRU 18r AS APPROPRIATET ON REV 1500 COVER SHEET qON-TAXABLE DISTRIBUTIONS: % SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE I. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET 0.00 (If more space is needed, insert additional sheets of the same size) CITIZENS BANK 525 William Penn Place Suite 153-2510 Pittsburgh, PA 15219 May 11, 2004 SAIDIS SHUFF FLOWER & L1NDSAY 2109 MARKET STREET CAMP HILL, PA 17011 Estate of ANN K CARR Date of Death: Mar 02, 2004 SSN: 209-46-0211 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 1-800-708-6680. For all other inquiries, please call 1-888-999-6884. Sincerely, Lisa John Operations Services CITIZENS BANK Account Number 6100733726 Account Title ANN K CARR Date Opened 2/13/75 Account Type Checking Principal Balance as of DOD $2851.65 Interest from Last Posting to DOD $ .00 Account Balance as of DOD $2851.65 YTD Interest to DOD $ .00 MetLife SAIDIS, SHUFF, FLOWER & LINDSAY ATTN: ROBERT C SAIDIS 2109 MARKET ST CAMP HILL PA 17011 RE CONTRACT 073 013 830 AB ANNUITANT ANN CARR Dear Mr Saidis Thank you for notifying us of the death of our annuitant. Please relay our sincere condolences to the family on their recent loss. This letter is in response to your letter of March 30, 2004. The beneficiary designation on the contract is Carol Ann Hippensteele, Patricia S Line, Georgia E Kuhn, and George W Carr II. To process the settlement, we will need the following items: · Completed Claimant's Statement from each beneficiary · Claim Election Form and Tax Withholding Form from each beneficiary · Original or Certified Death Certificate · Contract if available Contract 073 013 830 AB is non-qualified and all monies over the cost basis are considered taxable in the year received. The date of death value as of March 2, 2004 is 919,609.36. The cost basis is 911,359.64. Where there are multiple beneficiaries, we will only value the death benefit as of the time the first beneficiary submits the necessary documentation in good order. Any death benefit amounts attributable to any beneficiary, which remain in the investment divisions, are subject to investment risk and are not guaranteed. If you have questions, please feel free to call our toll-free number at 1-800-638- 7732. One of our Customer Service Consultants will be happy to assist you. Sincerely Diane Kosechata Annuity Death Claims Unit Annuity Administrative Operations April 8, 2004 Yl Waup i n LOOK FOR US. WE'LL GET YOU THERE. 4/7/2004 SAIDIS SHUFF FLOWER & L1NDSAY 2109 MAREKT ST CAMP HILL PA 17011 The information which you requested on the account(s) of ANN K CARR (Social Security Number 209-46-0211 ) is/are as follows: 1000129648 CERTIFICATE Account Number Class of Account Date Opened 091485 Principal Balance 9017.29 Accrued Interest 0.00 Balance at Date of 9017.29 Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership 091485 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested ~crger, ely~ ~ , SENIOR SERVICES REP. RO. Box 171 I. HARRISBURG. PENNSYLVANIA 17105-1711 Savings Bond Calculator [~4/2004 Page 1 of 3 Series Bonds # Bonds 74 Serial Number Denomination Serial Number Issue Date Total Price ~Total Interest~x) Total Value YTD In~ $1,837.50 %u~8,01~/ $9,850.96 $112. Interest Next Final Issue Date Series Denom Price Interest Value Rate Accrual Maturity 02/1979 E $50 $37.50 $140.16 $177.66 4.00% 08/2004 02/2009 08/1979 E 50 37.50 138.78 176.28 4.00% 08/2004 08/2009 07/1979 E 50 37.50 138.78 176.28 4.00% 07/2004 07/2009 06/1979 E 50 37.50 138.78 176.28 4.00% 06/2004 06/2009 06/1979 E 50 37.50 138.78 176.28 4.00% 06/2004 06/2009 05/1979 E 50 37.50 138.36 175.86 4.00% 05/2004 05/2009 05/1979 E 50 37.50 138.36 175.86 4.00% 05/2004 05/2009 05/1979 E 50 37.50 138.}6 175.86 4.00% 05/2004 05/2009 04/1979 E 50 37.50 140.16 177.66 4.00% 10/2004 04/2009 04/1979 E 50 37.50 140.16 177.66 4.00% 10/2004 04/2009 03/1979 E 50 37.50 140.16 177.66 4.00% 09/2004 03/2009 03/1979 E 50 37.50 140.16 177.66 4.00% 09/2004 03/2009 02/1979 E 50 37.50 140.16 177.66 4.00% 08/2004 02/2009 01/1979 E 50 37.50 140.16 177.66 4.00% 07/2004 01/2009 01/1979 E 50 37.50 140.16 177.66 4.00% 07/2004 01/2009 12/1978 E 50 37.50 140.14 177.64 4.00% 06/2004 12/2008 12/1978 E 50 37.50 140.14 177.64 4.00% 06/2004 12/2008 11/1978 E 50 37.50 139.66 177.16 4.00% 05/2004 11/2008 11/1978 E 50 37.50 139.66 177.16 4.00% 05/2004 11/2008 11/1978 E 50 37.50 139.66 177.16 4.00% 05/2004 11/2008 10/1978 E 50 37.50 141.52 179.02 4.00% 10/2004 10/2008 10/1978 E 50 37.50 141.52 179.02 4.00% 10/2004 10/2008 09/1978 E 50 37.50 141.52 179.02 4.00% 09/2004 09/2008 09/1978 E 50 37.50 141.52 179.02 4.00% 09/2004 09/2008 08/1978 E 25 18.75 70.76 89.51 4.00% 08/2004 08/2008 08/1978 E 25 18.75 70.76 89.51 4.00% 08/2004 08/2008 07/1978 E 25 18.75 70.76 89.51 4.00% 07/2004 07/2008 07/1978 E 25 18.75 70.76 89.51 4.00% 07/2004 07/2008 Savings Bond Calculator Page 2 of 3 06/1978 06/1978 06/1978 05/1978 05/1978 04/1978 04/1978 03/1978 03/1978 11/1976 10/1976 09/1976 08/1976 07/1976 06/1976 05/1976 05/1977 06/1977 05/I 977 04/1977 04/1977 03/1977 03/1977 02/1977 01/1977 12/1976 11/1976 02/1978 02/1978 01/1978 01/1978 12/1977 12/1977 12/1977 11/1977 11/1977 10/1977 10/1977 E E E E E E E E E E E E E E E E E E E E E E E E E E E E E E E E E E E E E E 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 25 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 !8.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 18.75 70.73 70.73 70.73 70.51 70.51 76.19 76.19 76.19 76.19 103.48 104.72 104.72 104.72 104.72 104.74 104.47 102.61 102.86 102.61 103.82 103.82 103.82 103.82 103.82 103.82 103.82 103.48 90.88 90.88 90.88 90.88 90.88 90.88 90.88 90.58 90.58 102.84 102.84 89.48 89.48 89.48 89.26 89.26 94.94 94.94 94.94 94.94 122.23 123.47 123.47 123.47 123.47 123.49 123.22 121.36 121.61 121.36 122.57 122.57 122.57 122.57 122.57 122.57 122.57 122.23 109.63 109.63 109.63 109.63 109.63 109.63 109.63 109.33 109.33 121.59 121.59 4.00% 4.O0% 4.00% 4.00% 4.00% 2.34% 2.34% 2.34% 2.34% 4.00% 4.00% 4.00% 4.O0% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.00% 4.O0% 4.OO% 4.00% 4.00% 4.00% 4.00% 4.00% 06/2004 06/2008 06/2004 06/2008 06/2004 06/2008 05/2004 05/2008 05/2004 05/2008 10/2004 04/2008 10/2004 04/2008 09/2004 03/2008 09/2004 03/2008 05/2004 11/2006 10/2004 10/2006 09/2004 09/2006 08/2004 08/2006 07/2004 07/2006 06/2004 06/2006 05/2004 05/2006 05/2004 05/2007 06/2004 06/2007 05/2004 05/2007 10/2004 04/2007 10/2004 04/2007 09/2004 03/2007 09/2004 03/2007 08/2004 02/2007 07/2004 01/2007 06/2004 12/2006 05/2004 11/2006 08/2004 02/2008 08/2004 02/2008 07/2004 01/2008 07/2004 01/2008 06/2004 12/2007 06/2004 12/2007 06/2004 12/2007 05/2004 11/2007 05/2004 11/2007 10/2004 10/2007 10/2004 10/2007 Savings Bo, nd Calc, ulator Page 3 of 3 09/1977 E 09/1977 E 08/1977 E 08/1977 E 07/1977 E 07/1977 E 06/1977 E 06/1977 E Viewing Bonds 1-74 25 18.75 25 18.75 25 18.75 25 18.75 25 18.75 25 18.75 25 18.75 25 18.75 102.84 102.84 102.84 102.84 102.84 102.84 102.86 102.86 121.59 4.00% 121.59 4.00% 121.59 4.00% 121.59 4.00% 121.59 4.00% 121.59 4.00% 121.61 4.00% 121.61 4.00% 09/2004 09/2007 09/2004 09/2007 08/2004 08/2007 08/2004 08/2007 07/2004 07/2007 07/2004 07/2007 06/2004 06/2007 06/2004 06/2007 Note Description NI Not Issued NE Not Eligible for Payment P5 Includes 3-month interest penalty ME Matured (Exchangeable for HH) MN Matured (Not Exchangeable for HH) Please rate this service. (Please print and/or save this page before submitting your survey) Service Excellent Good Fair Poor Savings Bond Calculator F' C C' C TAXABLE Land Size .... : .39 acres Property Ty~e: a Residential Building THIS IS NOT A TAX BILL Parcel Identifier: 40-23-0594-033. Old Assessed Value 2004 New Assessed Va[ua (2000 Market x 100%) Market Value (2004 Market x 100%) Land 26,880 33,550 33,550 Buildings 112,300 110,220 ~0~ TOTAL 139,180 143,770 2004 Clean and Green Values Land NOT NOT NOT Buildings A~PLICA~LE A~PLICABLE APPLICABLE TOTAL Clean and Green values apply to some farm and forest land. Such values become effective only upon application and approval. All applications must be received by the Assessment Office by 4:30 p.m. on October 15, 2004. Those previously approved for Clean and Green do not need to re-apply. Pennsylvania law requires that all real estate be valued as of the most recent county-wide reassessment. The last reassessment, or tax base year, was 2000. Since the last reassessment in 2000, properties have been assessed at 100% of Year 2000 value (the ~Pre. Deten~nined Ratio"). The new tax base year will be the Year 2004, with the new assessed values becoming effective for the 2OO5 tax year. The Pre-Determined Ratio remains at l O0%. Your new assessed value equals your Year 2004 market value. When the new 2004 tax base is determined after this reassessment, all taxing districts are required by law to lower the millage rate by the same proportion that the tax base went up. The law provides that in the first year after reassessment (2005), the county and all townships and boroughs may not increase overall revenue on their existing taxbase by more than five percent (5~) and school districts may not increase overall revenue on their existing taxbase by more than ten pement (10%). The county and the other tax!n_g bodies will make these decisions next year, and may choose not to increase overall reve. nue. Of course, some individuals taxes will go up or down by more than those percentages. The essential point is that an ~ncrease irt market values does not necessarily mean a corresponding increase in taxes. Individual changes in taxes will depend upon a specific property's change as compared to the overall change for the taxing district. The ESTIMATED impact statement printed below is our best estimate of change, based on 2004 COUNTY tax figures. THIS ESTIMATE DOES NOT INCLUDE ANY BOROUGH, TOWNSHIP, OR SCHOOL DISTRICT IMPACT. ESTIMATED COUNTY TAX I~PACT: Current 2004 County mills = 2.352 Adjusted 2004 County mills -- 2. 138 $ 327 : 2004 County Tax BEFORE Reassessment. $ 307 : 2004 County Tax AFTER Reassessment. 10/28/2004 08:3SAM PAGE 2 OF 2 OPTIONAL FORM 99 17-90) FAX TRANSMITTAL Hartforq Life Oclobcr 28. 2004 George Cart Fax:717-605-6922 Re: Hartford Annuit5 Contract # 2t0156958 Decedent: g2m Cart Dear Mr. Can': Thank you for your con'espondcnce regarding lbo above mmuity conh:a~t ' ': ' The death beaefi! payable under this comrac~ ]s nol considered "life insurance'"rcpOrtable on IRS Form 712, (lit~ insurance slatca~enf. Please find the below, inlbmmfion m re~;ponse 1o your rcqtmsl. Owner's SSN#: Date of Deatlt: Date of Death 210156958 209-46-021 l ~/iarch 2, 2004 $40?;42 9~ Q4 _;42.99~'~ If you have any other queslions or concerns,, please [cci free to ¢Onfact emu. inveslme~{1 professionak or one of our ammiW spccialis~s tw' calline 1 -Sa0-Sb2~66~8~ M~da~' tl~ugk Thursdav fi'om 8 a.m. to 7 p.m.. ~rida;: from 8}a;m. to~ p_m:, and:ha a.m. to 2 p.m. Eastern time. ~Ta Will be happy to asstst you. Thank you t~r oppc~unity I:o help provide ibr yom, fimncial needs: Peter 1 ,cwandowski lnvesmnenl Product ,qcr¥ices Cont,'ac! Management Hartford [,ifc Insnrance Company SAIDIS SHUFF, FLOWER & LINDSAY 26 w. High Street Carlisle, PA I, Ann K. Carr, and publish this July 26, 1973. CODICIL OF A_N/q K. CARR the within named Testatrix, do hereby make Codicil of my Last Will and Testament dated I hereby amend the in full as follows: I de hereby nominate, FIRST EIGHTH provision of said Will to provide constitute and appoint my daughters, Carol Ann Carr and Patricia S. Line, this my Last Will and Testament. SECOND In all other respects I hereby ratify, republish my Last Will dated July 26, 1973 sole Codicil as and for my Last Will. IN WITNESS WHEREOF, I, Ann K. Carr, hand and seal to this ~,2 day of ~/~/ to act as Co-Executrixes of confirm and together with this have hereunto set my Codicil to my Last Will and Testament this 2003. i~mn K. Carr SAIDIS SHUFF, FLOWER & LINDSAY 26W. High Streel Carlisle, PA Signed, sealed, published and declared by the above-named Testatrix, as and for a Codicil to her Last Will and Testament in the presence ef us, who have hereunto subscribed our names at her request as witnesses, thereto, in the presence of said Testatrix and of each ether. COM~4ONWEALTH OF PENNSYLVANIA : : COUNTY OF CUMBERLAlqqD : We, Ann K. Carr, ~ ~W~_9~/C~ , and _.~z~q ~y'~F~x~ the Testatrix and witnesses, respectively whose names are signed to the foregoing er attached instrument, being first duly sworn, do hereby declare te the undersigned authority that the Testatrix signed and executed the instrument as her Codicil and that she signed willingly and that she executed 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 Codicil as witness and that te the best of their knowledge the Testatrix was at the time IS or more years ef age, ef sound mind and under no constraint er undue influence. ,Witness Subscribed, sworn to and acknowledged before me by Ann K. Carr, the Testatrix, and subscribed to and sworn or affirmed te before me bymC~ ~'S~/~/and6~/~3-~ ~"2"~x',-'t~-~ witnesses, this ~2-~3day of /'~ / t_or!'am~ c. Salisbury, No.fy Public Can~sJe, Cumberland Cotmty Commission Expires Dec. 6, 2003 2 , 2003. Notary ~ublzc MADE THE of our Lord one thousand nine hundred and seventy (1970) . day of :jT~z~ ~- ' ' ,n the year BETWEEN HEWITT E. LINE and ALVERTA R. LINE, his wife, Middleton Township, Cumberland County, Pennsylvania, called of S,outh hereinafter and GEORGE W. CARR and ANN K. CARR, his wife, of South Middleton Township, Cumberland County, Pennsylvania, hereinafter called Grantee s: WITNESSETH, that in consideration of three hundred ............................... ($300.00) - ........ i.: ............................. ss/100 DolOrs, in hand paid, the receipt whereof is hereby acknowledged, the said grantors do hereby gran¢ and convey to the said grantees , their heirs and assigns, ALL that certain piece or parcel of ground located in South Middleton Township, Cumberland County, Pennsylvania, more particularly bounded and described as follows, to wit: BEGINNING at an iron pin in the center of a public road known as Township Road #512, said public road leading from the Petersburg Road to the Boiling Springs.Road; thence South 85 degrees 15 minutes East along the center of the above described public road a distance of twenty (20) feet to an iron pin in the center of said public roads; thence South 4 degrees 45 minutes lqest along other lands of the Grantors herein a distance of one hundred fifty (150) feet to a stake; thence North 85 degrees 15 minutes 1fest still along other lands of the Grantors herein a distance of twenty (20) feet to a stake at corner of other lands of George W. Carr et ux; thence North 4 degrees 45 minutes East along other lands of George W. Carr et ux a distance of one hundred fifty (150) feet to an iron pin in the center of the aforesaid public road and place of BEGINNING. Said twenty (20) foot parcel of ground being directly to the East of lot presently owned by George W. Carr et ux. IT BEING a part of a larger tract of land which Harry Lebo and Edith M. Lebo, his wife, by deed dated January 2, 1953, and recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, in Deed Book "E", Vol. 15, Page 297, granted and conveyed to Hewitt E. Line and Alverta R. Line, his wife, Grantors herein. SUBJECT, NEVERTHELESS, to the following building and use restrictions with which the Grantees named herein, by the acceptance of this deed, agree to comply: 1. ~I1 lots shall be used for residential purposes only. 2. No dwelling shall be erected upon a lot which shall cost less than $12,000.00, based upon cost of material and labor as of May, 1961. No livestock of any kind, cattle, ~heep, hogs, goats or hor~ses and no poultry of any kind shall be kept upon these No breeding and'training kennels for dogs or other animals shall be kept or maintained upon these lots. lots. Residence with a garage or outbuildings upon these lots~is prohibited. No temporary living structure, including trailers, shall be built or maintained on these lots. No advertising or display sign or signs shall be erected or maintained upon these lots. Any dwelling that has been started to be erected must be completed within a period of one year. No dwelling, including porch, shall be erected closer than 40 feet from the edge of the right-of-way of the public road. AND.tlfe said grantor s hereby covenant genera l ly the property hereby conveyed. and agree that they will warrant Cumb. Co., Pa. IN WITNESS WHEREOF, said grantor s havehereunto set the day and year first above written. their hand s and seals ~Hewitt E. L~hq~~ ......... i*. 't't'~'"R-;---L post I do hereby certify that the precise residence and complete office address of the within named Grantees is ~ / / 7~13. 1970 Attorney for ~/ State o/ PENNSYLVANIA ) Co~tnty of CtIMBERLAND I ss. On tkis, th/e~ '~ ~ ~ c~) 0 ~_~.4~ day of , 1970 , before me, State of County .of On this, the (lay the undersigned offise~5 personally appeared , 19 , be]ore me, known to me (or satisfactorily proven) to be the person whose name subscribed to the within instrument, and acknowledged that he executed the same for the purposes therein contained. IN ~VITNESS WHEREOF, I hereunto set my hand and official seal. Title of Officer. do hereby certify that the precise residence and complete post office address the within named grantee is 19 Attorney for. ........................................................... 0 COMMONWE~4LTH OF PENNSYLVANIA, ~ County o/~__ ...... ...~.~-.~.~.,~'Z:~-~/.~..,,--..,.~,,~..,~_,= RECORDED on th~ ...... ~:2~y of '"'5 ~'~:~'~ .............. A. D. 19~, in the Reeorder's O~ee vf said Couhty, i~ Deed Book ,f4, Vol...~_~4 ........... , ~ /'- Page ...~....~,~ ...... Given under my hand and the sgal of the said oIT~ta~the date above written. MADE THE JJ ~ of our Lord one thousand nine hundred day of I~ a ¥ sixty-two (1962). in the year BETWEEN HEWlTT E. LINE and ALBERTA R. LINE, his wife, of South Middleton Township, Cumberland County, Pennsylvania, hereinafter cal led and GEORGE W. CARR and ANN K. CARR, his wife, of Carlisle R. D. ~ 6 , Cumberland County, Penna. Grantee : W1TNESSETH, that in consideration of Fifteen Huhdred ($1,500.00) Dollars, in hand paid, the receipt whereof is hereby acknowledged, tt~e said grantors do hereby grant and convey to the said grantees , their heirs and assigns: ALL that certain tract of land situate in South Middleton Town- ship, Cumberland County, Pennsylvania, more'particularly bounded and described as follows, to wit: BEGINNING at an iron pin in the center of a public road known as Township Road 512, said public road leading from the Petersburg Road to the Boiling Springs Road; thence S6uth 85 degrees I5 minutes East, a distance of 100 feet along the center of the above described public road to an iron pin in the center of said public road; thence South 4 degrees 45 minutes ~test along said lands of the Grantors herein, a distance of 150 f~t to a stake; thence North ~5 de~rees 15 minutes ~qest along lands of the grantors named herein, a distance of 100 feet to a stake ~nd corner of land of Ralph H. Peterman and Lois Y. Peterman, his wife; thence N~:~rth ~ degrees 45 minutes East along the Eastern side of land of Ralph H. Peterman and Lois y. Peterman, his wife, a distance of 150 feet to an iron pin in the center of the aforesaid public road, the Place of Beginning. SAID DESCRIPTION being in accordance with survey prepared by tVilliam B. Whittocl<, Registered Surveyor, said survey being dated May 8, 1961. IT BEING a part of a larger tract of land which Harry Lebo and Edith M. Lebo, his wife, by deed dated January 2, 1953, and recorded in the Office of the Recorder of Deeds in'and for Cumberland County, Pennsylvania, in Deed Book "E", Volume 15, Page 297, granted and conveyed to Hewitt E. Line and Alberta R. Line, his wife, Grantors herein. SUBJECT, NEVERTHELESS, to the fo]lowing building and use restric tions with which the Grantees named herein, by the acceptance of this deed, agree to comply: 1. All lots shall be used for residential purposes only. ,, 2. I~.o, dwelling shall be erected upon a lot which shall cost ~klol T~TsI. I~lsn~e, C~. Pa. 1% RealEstate Ti'nnafer Tax Oat~Amt. z~;~ . less than $12,000.00, based upon cost of material and labor as of May, 1961. 3. No livestock of any kind, cattle, sheep, hogs, goats or horses and no poultry of any kind shall be kept upon these lots. 4. No breeding and training kennels for dogs or other animals shall be kept or maintained upon these lots. 5. P, esidence within a garage or outbuildings upon these lots is prohibited. 6. No temporary living structure, including trailers, shall be built or maintained upon these lots. 7. No advertising or display sign or signs shall be erected or maintained on these lots. 8. No dwelling that has been started to be erected must be completed within a period of one year. 9. No dwelling, including the porch, shall be erected closer than 40 feet from the edge of the right-of-way of the public road. .I~[D, th~ said grantors, do herebu covenant and agree to and ruith the said grantee $, that they , the granter s, the ~i.rs, exeeutor's and administrators, shall and will wa~'rant gene ral 1 V and forever defend the herein above described premises, with the hereditaments and appurte~ances, ~mto the said grantee s, t he i r heirs and assigns, against the said g'ranto~ s, and agaD~st eve~'y other person lawf~dly claiming or who shall hereafter claim the same or any part thereof. IN WITNESS V/HEREOF, said grantor s ha vehereunto set t he i c hand $ and seal the day and year first above writtem .................. .......................... ..................... ~ .......... ~ ............ ~L.~...., ........ ~lberta R. kine ................ ~ ................................................................................................................................................... State o]: Pennsylvania ) County o/ Cumbe rl and I ss. On this, the ~ ~;~ (fay of the .undersigned officer, personally appeared Hew i t t E. his wife. RECORDED OFFICE OF Ti~E RECORUER OF DEEDS C COUN~ PEnNSYLVANiA May , 1~2 , before me, Line and Alberta R. Line, know.?~ to me (or satisfactorily proven) to be the person s ruhose name s a resubsc'ribed to the with- in instrame~t, and acknowledged that t: he y executed the same for' the purposes therein con- rained. WHEREOF, I he~'eunto set my hand and official seal. My Commission Expires June 11,1964 do hereby certify that the precise residence and complete post office address ~ of tb, e ~oithin named grantee is Attoraey for .................. ~_~ County o/ ....... ¢--~_~~ ........... ~co~z~ on th,s ............. /_~_~_ ~ay o~ ........ ~_ ~ .......................... A. D. 19_g,~-, in the Recorder's Office of said County, in De~?~Book ~ Vol. ~__ ................ , Page .__~..~_ ............. Given ~tnder my hand and the seal of the said office, the date above written. .... ~ecorder. LAST WILL AND TESTAMENT OF ANN K. CARR I, ANN K. CARR: a domiciliary of the Commonwealth of Pennsylvania, being of sound and disposing mind and memory, do hereby 'make, publish and declare this instrument to be my LAST WILL AND TESTAMENT. FIRST. I hereby revoke any and all wills and codicils by me heretofore ~made. SECOND. I direct that all my just debts and funeral expenses be paid as soon as conveniently can be done after my death. THIRD. I give~ bequeath and devise all my estate and property, including all property of which I shall die seized and possessed, all property to which ~my estate shall be otherwise entitled at the time of my death, and all property over which I shall have power of appointment, of whatsoever kind or nature and wheresoever situated, be it real, personal or mixed, absolutely and forever, to 'my husband, GEORGE W. CARR. FOURTH. In the event that my husband, GEORGE W. CARR, shall predecease me, I give, bequeath and devise all of my said estate: share and share alike, absolutely and forever, to my children: CAROL ANN CARR, PATRICIA S. LINE~ GEORGIA E. CARR, and GEORGE W. CARR, II, or to the issue of any predeceased child, such issue to take per stirpes. FIFTH. Wherever in this my LAST WILL AND TESTAMENT it is provided that any person, other than my husband= GEORGE W. CARR, shall benefit hereunder if such person shall survive ~me: such person shall be deemed not to have survived 'me, if he or she shall die within thirty (30) days after my death. In the event that I shall die within thirty (30) days (Page 1 of 3 pages) · after the death of GEORGE W. CARR, it shall be dee'med for the purposes of this Will that I did not survive him. ~IXTH. I hereby expressly state that ~my husband and I own all of our personal property jointly with right of survivorship; and if my husband shall survive me, then said property shall not be included in my estate, but shall be owned by my husband through operation of law. SEVENTH. In the event that 'my husband, GEORGE W. CARR, shall predecease me and I shall die leaving a minor child, or minor children surviving me, then I request that my daughter, CAROL ANN CARR, be appointed as guardian of the person and property of each minor child of mine who shall survive me, to serve during the minority of such child or children. EIGHTH. I nominate and appoint my daughter, CAROLANN CARR, as executrix of this Will~ and I request that my executrix be permitted to serve without bond or without surety thereon amd without the intervention of any court except as required by law; and in the event my daughter, CAROL ANN CARR, shall predecease me, or fail to qualify or complete the administration of my estate, then I appoint my daughter~ PATRICIA S. LINE, as successor executrix of this Will under the same conditions as heretofore set forth in this paragraph. NINTH. I give my said executrix or alternate executrix, as the case may be~ absolute discretion and the fullest authority in all matters including, but not l~mited to, complete authority to sell (at public or private sale, for cash or credit, with or without security), mortgage, lease~ and dispose of all property, real, personal or mixed, at such times and upon such terms and conditions as she shall determine. I direct that the ad'ministration of my estate be as independent of probate court proceedings as the laws in force at my death shall (Page 2 of 3 pages) permit. IN WITNESS WHEREOF, I have at Carlisle Barracks, Pennsylvania, this ~'-~ {~ day of <~,~ f , 1973, set 'my hand and seal to this my lAST WILL AND TESTAMENT consisting of three (3) typewritten pages, this included, the preceding pages hereof bearing 'my signature. ANN K. CARR (SEAL) Signed~ sealed, published and declared by the above-named Testatrix, ANN K. CARR~ as her lAST WILL AND TESTAMENT, in the presence of all of us at one time, and at the same time, w~ at her request and in her presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses, and we do hereby attest to the sound and disposing mind and memory of said testatrix at the date hereof~ and to the performance of the aforesaid acts of execution at Carlisle Barracks, Pennsylvania, this 2[o-MJ~lay of ~L~7~ , 1973. NAM~ (Page 3 of 3 pages) ADDRESS '~< COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF~NDXVIOUALTAXES.. INHERITANCE TAX OIVISION PO BOX Z81160l HARRISBURG PA 171Z8-0601 NOT~CE OF ~NHER~TANCE TAX APPRA~SEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCT~ONS AND ASSESSMENT OF TAX fit 01') (.r.... DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 02-14-2005 CARR 03-02-2004 21 04-0286 CUMBERLAND 101 RQIlERT C SAIDIS SAIDIS ETAL 2109 MARKET ST CAMP HILL PA l70ll '* REV.15U EX .FP n2-0~l ANN K Allount Remitted I CHANGED III (2) 131 141 [51 161 17l 143.770.00 9,822.62 .00 .00 44.664.82 .00 59,952.28 IBI MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ IlEV =m"'-li..ii.j!p..CDl"--6!')".NOj-fcE.01!'.'l:N'HER.ffaN.CE-T'AX-A.Pilii7\.IsEi<<N'i';_.ii.i:towANCE.oR'..._.....__... -.. DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF CARR ANN K FILE NO. 21 04-0286 ACN 101 DATE 02-14-2005 TAX RETURN WAS: I X I ACCEPTED AS FILED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable {Schedule DJ 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property [Schedule F) 7. Transfers (Schedule G) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ad... Costs/Misc. Expenses [Schedule H) 10. Debts/Hortgage Liabilities/Liens (Schedule Il 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governmental Bequests; Non-elected 9113 Trus~s (Schadule J) 14. Ne~ Value of Estate Subject to Tax NOTE: I~ an assessment was issued previously, lines re~lect ~igures that include the total o~ ~ ASSESSMENT OF TAX: 15. Amount of line 14 at Spousal rate (15) 16. Amount of line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 a~ Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due T C DIT: NUMBER CD003981 CD004698 + ~NTEREST/PEN PA~D I-I 536.84 .00 DATE 05-26-2004 ll-30-2004 ~ 191 llPI 12,666.81 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 258,209.72 111 7RR ?1 242,501.51 .00 242,501.51 14, 15 and/or 16, 17, 18 and 19 will returns assessed to date. .00 10,912.57 .00 .00 10,912.57 10,912.57 .00 .00 .00 . ~F PAID AFTER DATE ~ND~CATED, SEE REVERSE FOR CALCULAT~ON OF ADD~T~ONAL INTEREST. ~F TOTAL DUE ~S LESS THAN $1, NO PAYMENT ~S REqu~RED. ~F TOTAL DUE ~S REFLECTED AS A "CREDIT" ICRI, YOU MAY BE DUE A REFUND. SEE REVERSE S~DE OF TH~S FORH FOR ~NSTRUCT~ONS.I 3.041.40 Illl ll21 1131 ll41 .00 X 00 = 242,501.51 X 045 = .00 X 12 = .00 X 15 = (19)= AMOUNT PAID 10,200.00 175.73 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Ann K. Carr Date of Death: March 2, 2004 Will No. 21-04-0286 Admin. No. 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: complete: 1. State Yes ~i whether No administration of the estate is 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: c. Did the personal representative state an account informally to the parties in interest? Yes ~i No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court ached to this report. Date;dl.6' /9 ;vas I I LC c::; Ci:" .- L! C) (Y".) (") ("'") Signat re Name: Robert C. Saidis, Esquire I.D. No. 21458 SAIDIS, SHUFF, FLOWER & LINDSAY 2109 Market Street Camp Hill, PA 17011 (717) 737-3405 Capacity: Personal Representative 0_ x Counsel for Personal Representative (',J ('.1 Lr:. t;'~: .. ,,~ ('-J ( c. c__ ~