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Home My WebLink About04-0277PETITION FOR PROBATE and GRANT OF LETTERS Estate of /~'IVt~.I~L ~, also known as · Deceased Soctal Securtty No / ~ - / ~ - The petttton of the undersigned respectfully represents that Your peUtloner6X), who ls/a.~e 18 years of age_.o? older an the execut tn the last will of the above decedent, dated ~ ~~7-Lz'/~ ~'/~ and codicil(s) dated To Register of Wills for the County of Commonwealth of Pennsylvania the named Decendent was domiciled at death tn (-5~A'I ~ ~:)x~-~~'/0 ~) County, Pennsylvama, with ~ last famtly or pginclpal residence at ~ tv I ~t. Al. C.tk~/t~/T'/./ /~g~,t/~ (bst street, number and munc~pabty) Decende~nt, then g~' years of age, dled 'A'/~/~6ht /~., ,~tgOttl at Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execuuoh of. the will offered for probate, was not the victtm of a ktlhng and was never adjudicated tncompetent ~ Decendent at.'~i~ath owned property w~th estimated values as follows (If dom~t~e~ ~n Pa ) All personal property (If not domiciled in Pa ) Personal property ~n Pennsylvanta (If not domiciled tn Pa ) Personal property in County Value of real estate tn Pennsylvama s~tuated as follows ~OI )I~L~C/'C£A~I~-/ ]?-01~/ GO/4~HICb',, WHEREFORE, peuttoner00 respectfully request(s) the probate of the last will and presented herewith and the grant of letters T~tg ~ T"~ J~t ~? (testamentary, admm~strauon c t a, admm~$tratton theron codicil(s) dbncta) COO OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF The petittqner0~ above-named swear(s) or affirm(s) that the statements in the foregoing petttton are true and correct to the best of the knowledge and belief of pettttoner(X) and that as personal represen- tattve0~0 of the above decedent petit~oner~ will well and truly adm~mster the estate accordtng to law Sworn to or ;ff,~nd subscribed .Z ~~ ~ before me th~s ~ day of ~ 0 Estate of , Decefised DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse sMe hereof, sat:sfactory proof havmgt~een presented before me, IT IS DECREED that the instrument(s) dated ~ - --/- ~OOO described thereto be admmed to probate and filed of record as the last will of and Letters ""~',,-~-'i-'(::~ 'C~ ~ ~'U ~l t~ ~ I are hereby granted to ~ tc~'~ ~&:~'~C~C' ~)o"-B~' r~,Z.~ _~0(~ ~ ,,nconslderatmnoftbepet,tionoa 0..~ {~0~ FEES ] O0 Probate, Letters, Etc $0~{3,{3L~ Short Cert:ficates( ) $ ~ ~ TOTAL .~ $~ ~.TTORNEY (Sup Ct I D No) ~.DDRESS PHONE his IS to certify that the ~nformatlon here given ,s correctly copted from an original cemficate of death duly filed w~th me as Local Regtstrar The original certificate wall be forwarded to the State Vital Records Office for permanent filing WARNING: It is illegal to duplicate th~s copy by photostat or photograph. Fee for th~s cemficate, $2 00 P 10136438 No ITEM Local Registrar HAR g 0 2004 Date CERTIFICATE OF DEATH 301 BlacksmSthRoad t~.n~E~S~OEmE Camo Hill,PA 17011 ~t~., ,~ ~ Cumberland John W. Abbott zm 522 Eighth Street, New Cumberland} PA 17070 [] z~ March 21, ~o~ 2~ York, PA 17404 TM ILICENSE~MSER ~MEANDAO~ESSOFFAClU~ParLhemore FH & CS, Inc, ~,.~,~ .,~ FS 012 849 L ~P.O. Box 431. New Cumberland. 'PA 17070-0431 1 012217-00001/08 21 00/EGM/KLT/137801 2 · aat t!til[ anll [eatarnent OF MURIEL D. ABBOTT 21- I, MUmEL D. ~BOTT, of Lower Allen Toss.p, Cmberl~'~V, Pe~sy~a, being of sound ~d d~sposmg mind, memo~ ~d ~derst~dmg, do hereby~ m~pubi~s~d decl~e th~s as ~d for my Last Wall ~d Testment, hereby revoking ~d m~ng v~ ~y ~all Walls or Cod~cds at ~y t~me heretofore made by me o ARTICLE I DEBTS I direct the payment of all my legal debts, and the expenses of my last tllness and funeral from my Estate as soon after my death as conveniently may be done ARTICLE I1 TANGIBLE PERSONAL PROPERTY I g~ve and bequeath my motor vehtcle(s), household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any ex~stmg ~nsurance thereon, unto those of the following of my children, LYNN W. WALTHALL, Wh~tesboro, New York, JYL A. REEVES, Clarks Summit, Pennsylvama, and JOHN W. ABBOTT, New Cumberland, Pennsylvama, who survive me, to be dtvtded among them ~n as nearly equal shares as practicable as they shall agree In the event of disagreement as to dtsposltlon of any item or items hereunder, I dtrect that such item or items be d~sposed of in accordance with Article IV hereafter 012217~0001/08 21 00/EGM/KLT/137801 2 ARTICLE III BEQUEST TO GRANDCHILDREN I give and bequeath the sum of TWO THOUSAND $2,000.00 (DOLLARS) unto each of my grandchildren who survives me ARTICLE IV REST, RESIDUE AND REMAINDER I give, devise and bequeath all the rest, residue and remmnder of my estate of whatsoever nature and wheresoever situate, as follows A One-third (1/3) thereof unto my daughter, LYNN W. WALTHALL, B One-thtrd (1/3) thereof unto my daughter, JYL A. REEVES, and C. One-third (1/3) thereof unto my son, JOHN W. ABBOTT, provided that should any of my children named herein predecease me, I give and bequeath such deceased ctuld's share unto his or her then-living issue per stlrpes ARTICLE V UNIFORM TRANSFERS TO MINORS In the event that any beneficiary of my Will shall not have reached the age of twenty-one (21) years at the time for &stnbutlon of his or her share, distribution of smd share may be made in the discretion of my Personal Representative after considenng the age and needs of the beneficiary, 2 012217-00001/08 21 00/EGM/KLT/137801 2 e~ther d~rectly to the beneficmty or to a Custodian under the Pennsylvama Uniform Transfers to Minors Act, 20 Pa C S A § 5301 et seq, or the apphcable Umform Gifts to M~nors Act or Umform Transfers to Mmors Act ~n the state of residence of such beneficial3' as the case may be My Personal Representative may designate as such Custodian any lnst~mtion or person, ~nclud~ng my Personal Representative, quahfied to act as a Custodian for such beneficiary under such Act in effect at the t~me such distribution is made A receipt for any payment or distribution so made shall be a full discharge therefor to my Personal Representative, who shall not be responsible to see to, or be hable for, the apphcatlon of such proceeds thereafter ARTICLE VI TAX PAYMENT I direct that all Estate, Inheritance, Transfer and other taxes of similar nature payable by reason of my death, together w~th any interest or penalties thereon, and ~mposed w~th respect to any property, whether or not disposed of by this Will, shall be prod out of the residue of my Estate ARTICLE VII PERSONAL REPRESENTATIVE I name, constitute and appoint my daughter-in-law, BRIDGET ABBOTT, Execumx of this my Last Will and Testament. Should my daughter-in-law, BRIDGET ABBOTT, fall to quahfy or cease to so act, I name, constitute and appoint my son, JOHN W. ABBOTT, alternate Executor to complete the adm~mstrat~on of my Estate I direct that no fiduciary appointed herren shall be required to post bond for the fmthful administration of the duties reqmred m any jurisdiction If ancillary adm~mstrat~on ~s necessary ~n any other state, I authorize my Personal Representative appointed herein to so act 012217-0~01/08 21 OO/EGM/KLTI137801 2 IN WITNESS ~a~ItEREOF, I and Testament, flus "]..~ day of ~ ,2000 MURIEL D. ABBOTT have hereunto set my hand and seal to flus, my Last Will .(SEAL) Sxgned, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, m the presence of us, who at her request, in her presence and tn the presence of each other, have heretmto subscribed our names as w~tnesses 012217-00001/08 21 00/EGM/KLT/137801 2 AFFIDAVIT AND ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS We, MURIEL D. ABBOTT, ~ W'~.--..r.c~,...,k~_, and N'N"x~(3~ ~ _ ~E,~,_~.._ , the Testatrix and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix s~gned and executed the instrument as her Last Will and that she had s~gned wflhngly and that she executed it as her flee and voluntary act for the purposes there~n expressed, and that each of the w~messes, in the presence and heanng of the Testatrix, s~gned the Will as witness and that to the best of his/her knowledge the Testatrix was at that t~me eighteen years of age or older, of sound mind and under no constrmnt or undue influence MURIEL D. ABBOTT Witness Witness (~// Subscnbed, swom to and acknowledged before me by MURIEL D. ABBOTT, Testamx, and subscnbed and swom to before me by ~ F"~.'--e.cx..,.p~.., and "C~'~qL'~.~. e._a_.,~'~, witnesses, this '3~c'' day of~l~.~, 2000 NOTARIAL SEAL DIANNE LENIG, Nolary Pubhc Lemoyne Borough Cumberland Co My Commission Expires Dec 2I, 2001 IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be deter- mined wholly or partly by the decedent's will. If the decedent died without a will, whether you will receive any money or pro- petty will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, CARLISLE, PA In re Estate of Muriel D. Abbott, deceased Estate No. PA 21-04-0277 (Name and Address) TO: Lynn W. Walthall, 22 Cheyenne Crescent, Whitesboro, NY 13492 Jyl A. Reeves, 1271 Winola Rd., Clarks Summitt, PA 18411 John W. Abbott, 522 8th St., New Ctunberland, PA 17070 Whitney Walthall, 22 Cheyenne Crescent, Whitesboro, NY 13492 Leigh Walthall, 22 Cheyenne Crescent, Whitesboro, NY 13492 Russell Reeves, a minor, 1271 Winola Rd., Clarks Summitt, PA 18411 Abbie Reeves, 1271 Winola Rd., Clarks Summitt, PA 18411 Ellen Abbott, a minor, 522 8t~ St., New Cumberland, PA 17070 John Abbott, a minor, 522 8th St., New Cumberland, PA 17070 Ashley Abbott, a minor, 1172 Park Avenue, New York, NY 10128 Paul Chandler Abbott-Clairmont, a minor, 1172 Park Avenue, New York, NY 10128 below. Please take notice of the death of decedent and the grant of letters to the personal representative(s) named Bridget Abbott The Decedent Muriel D. Abbott, died on the 19th day of March, 2004, at Cumberland County, Pennsylvania. (X) The Decedent died testate (with a Will); or The Decedent died intestate (without a Will). The personal representative of the Decedent is (name, address and telephone number) Bridget Abbott, 522 8~ St., New Cumberland, PA 17070; (717) 774-1363 If the Decedent died testate, the will has been filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345 If the Decedent died intestate, a Petition for the Grant of Letters of Administration was filed with the Office of the Register of Wills of Cumberland County, 1 Courthouse Square, Carlisle, PA 17013. Phone No. 717-240-6345 Name of Decedent: Date of Death: Will No.: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Muriel D. Abbott March 19, 2004 2004-00277 Admin. No.: PA 21-04-0277 To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on April 29, 2004: Name Address Lynn W. Walthall, 22 Cheyenne Crescent, Whitesboro, NY 13492 Jyl A. Reeves, 1271 Winola Rd., Clarks Summitt, PA 18411 John W. Abbott, 522 8th St., New Cumberland, PA 17070 Whitney Walthall, 22 Cheyenne Crescent, Whitesboro, NY 13492 Leigh Walthall, 22 Cheyenne Crescent, Whitesboro, NY 13492 Russell Reeves, a minor, 1271 Winola Rd., Clarks Summitt, PA 18411 Jyl A. Reeves, as parent of Russell Reeves, a minor, 1271 Winola Rd., Clarks Summitt, PA 18411 Abbie Reeves, 1271 Winola Rd., Clarks Summitt, PA 18411 Ellen Abbott, a minor, 522 8th St., New Ctunberland, PA 17070 John W. Abbott, as parent of Ellen Abbott, a minor, 522 8th St., New Cumberland, PA 17070 John Abbott, a minor, 522 8th St., New Cumberland, PA 17070 John W. Abbott, as parent of John Abbott, a minor, 522 8~' St., New Cumberland, PA 17070 Ashley Abbott, a minor, 1172 Park Avenue, New York, NY 10128 Ann Clairmont, as parent of Ashley Abbott, a minor, 1172 Park Avenue, New York, NY 10128 Paul Chandler Abbott-Clairmont, a minor, 1172 Park Avenue, New York, NY 10128 Ann Clairmont, as parent of Paul Chandler Abbott-Clairmont, a minor, 1172 Park Avenue, New York, NY 10128 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: NONE Date: April 29, 2004 I Capacity: Name Bridget Abbott Address 522 8m St., New Cumberland, PA 17070 Telephone (717) 774-1363 X Personal Representative ~ Counsel for personal representative A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. Date: April 29, 2004 Capacity: Signature: Name (print): Bridget Abbott Address: Telephone: 522 8~ St., New Cnmherland~ PA 17070 (717) 774-1363 (X) Personal Representative Counsel for Personal Representative REV*I 5~ EX (600) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I-- Abbott Muriel D. 122-12-5569 Z ILl DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE I.U 03/19/2004 11/09/1921 REGISTER OF WILLS ILl (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER I-- Z ILl Z o 0 W n,' ~-~1. Original Return [-'~ 4. Limited Estate r--~ 6. Decedent Died Testate (Attach copy of Will) r-~9. Litigation Proceeds Received NAME Bridget Abbott FIRM NAME (If.~pplicable) TELEPHONE NUMBER (717) 774-1363 r--] 2. supplemental Return [] 3. Remainder Return (date of death p~or to 12-13-82) [] 4a. Future Interest Compromise (date of death after 12-12-82) [] 5. Federal Estate Tax Return Required ]7. Decedent Maintained a Living Trust (Attach copy of Trust) I 8. Total Number of Safe Deposit Boxes [] 10. Spousal Poverty Credit (date of death between 12-31-9t and 1-t-95) [] 11. Election to tax under Sec. 9113(A) (A~ch Sch O) COMPLETE MAILING ADDRESS 522 8th Street New Cumberland, PA 17070 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 (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) --]Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Properly (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent. Mortgage Uabilities. & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax tune 12 minus Line 13) 177,000.00 125.63 0.00 0.00 89,808.11 0.00 98,007.00 (6) 21,352.38 1,966.51 (11) (1~) (13) (14) 364,940.74 23,318.89 341,621.85 0.00 34t,621.85 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Une 14 taxable at collateral rate 19. Tax Due x .o (15) 341,621.85 x .0 45 (16) x .12 (17) x .15 (18) 15,372.98 (19) 15,372.98 Decedent's Complete Address: STREET ADDRESS 301 Blacksmith Road ClTYcamp Hill I STATEpA I ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B, Prior Payments ¢. Discount 768.65 Interest/Penalty if applicable D. Interest E. Penalty 15,372.98 768.65 0.00 14,604.33 14,604.33 Total Credits (A + B + C ) (2) 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 '1 Line 20 to request a refund (4) If Line 1 + 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 DUE, (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perju~, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete, Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE A~If~,ESS ~' ' - 522 8th Street, New Cumberland, PA 17070 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a)(1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax 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 child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12¥, [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. STANDARD AGREEMENT FOR THE SALE OF REAL ESTATE ' 'riffs form recow, nlended and approved for, but not restxicted to use by, the members of the Pennsylvania Association of REALTORS® (PAR). FAX BROKER IS TIt~ AGENT ]FOR SELLER,. Designated Agent(s) for Seller, if applicable: OR Broker is NOT the Agent for Seller and is a/an: [] AGENT FOR BUYER [] TRANSACTION LICENSEE A/S-2K BU~/_E[Ri'S_BU. SI~t~ESS I~I~LA~I~NSI-I]~ 'vyI2~H PA LICENSED BRO~R O~ Broker is NOT ~e Ag~t for Buyer ~d ~ ~: ~ AG~ FOR SELLER ~ S~AGE~ FOR SELLER ~ T~NSAC~ON LI~NSEE 2 3 When the same Broker is Agent for Seller and Agent .for Buyer, Broker is a Dual Agent. All of Broker's Hcensees are also Dual Agents UNLESS there are separate Designated Agents for Buyer and Seller. If the same Licensee is designated for Seller and Buyer, the Licensee is a Dual Agent. SELLER(S): ~' .~ '~et [' F ~ ~A *~ ~- ~ ~ dmh'7' I ~/t t d,..~ t:'l',~,.- ~ tD/.po'f'f ~-~ ,isbetween BUYER(S): 5 · called '"Buyer." ? 8 9 16 20 22 23 24 26 27 28 29 PROPERTY (1-98) Seller hereby agrees to sell and convey to Buyer, who hereby agrees to purchase: ALL THAT CERTA_]~ lot or piec~ o~f ~_ro~u_nde.with buli~nd improvements thereon erected, if any, known as: County of ~J_,(.~y/~' (,44J · in tl~e Commod'wealth of Pennsylvania, Zip Code / 7° ,~ ! '1~ Identification (e.g., Tax ID #; Parcel #; Lot, Block; Deed Book, Page, Recording Date) which will be p~id to Seller by Buyer as follows.' 1. Cash or check at signing this Agreement: ~.~ $ 2. Cash or check within days of the execution of this Agreement: ~' v 4. Cash, cashier's or certified check at time of settlement: ~' ~.~$ / /- ~_2~ ~. 22 TOTAL $ (]5) Deposits paid on account of purchase price to be held by Broker for Seller, unless otherwise stated here: 24 · U.S. DoHara/E~? (C) Seller's written approval to be on or before: ~]J~ ~'~ -~; '~, ~V (E) Convey~ce from Seller w]H be by fee sxmple ~ed of s~i~ w~ty unless o~e~ise stated here: 29 (1=) Payment of transfer taxes will be divided equally between Buyer and Seller unless otherwise stated here: (O) At time of settlement, the following will be adjusted pro-ram on a daily basis between Buyer and Seller, reimbursing where applicable: taxes 32 (see Information Regarding Tax Proration); rents; interest on mortgage assumptions; condomiuium fees and homeowner association fees, if 33 any; water and/or sewer fees, if any, together with any other lienable municipal service. The charges arc to be pro-rated for thc period(s) 34 covered: Seller will pay up to and including the date of settlement; Buyer will pay for all days following settlement, unless 0t~erwise stated 35 4. FIXTURES ,e, P~:KSONAL PROP~:K'rY (1-00) "~' 39 40 42 43 44 38 (A) INCLUDED in this sale and purchase price are all existing items permanently installed in the Property, free of liens, including plumbing; 30 heating; lighting f~xtures (including chandeliers and ceiling fans); water treatment syste~ns; pool and spa equipment; garage door openers 40 ~ and transraitters; television antennas; shrubbery, plantings and unpotted trees; any remaining heating and cooking fuels stored on the 41 Property at the time of settlement; wall to wall carpeting; window covering.}~l.~rdware, shades_ and blinds' built-in air co0di~on~-s.; built-in 42 appliances; and the rsnge~oven unless otherwise stated. Also included: ~'~'~,~/~[e~'~ ? ~, ~.-. 43 44 45 46 47 48 (B) LEASED items (not owned by Seller): 45 (C) EXCLLUOlaL~ fixtures and items: 47 48 49 5. DATES/TIME IS OF 'i'~ ESSENCE (1-O2) . 49 50 (A) The said date for settlement and all other dates and thnes referred to for the performance .of any .o.? the obligations of this Agreement are 50 51 agreed to be of the essence of this Agreement and are binding. ' 51 5352 (B) FOrexecutedthe purposesand including°f thistheAgreement,last d~ ofnUmberthe time°f period.days will be counted from thc date, of execu.~ion, by excluding, the day tiffs Agreement was $352 54 (C) The date of settlement is not extended by any other provision of this Agreement and may only be extended by mutual written agreement of s4 55 the parties. 55 56 (D) Certain time periods are pre-printed in this Agreement as a convenience to the Buyer and Seller. Any pre-printed time periods are negotiable 57 and may be changed by striking out the pre-printed text and inserting a different time period acceptable to all parties. 59 Buyer Initials: ~[ A/S-2K Page ! of 8 Seller Initials: 59 0' REV-1503 EX+ (6-98~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Muriel D. Abbott SCHEDULE B STOCKS & BONDS FILE NUMBER All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 61 shares Potomac Electric Power Co. NB - Potomac Electric Power Co. merged into PEPCO Holdings Inc. on August 1, 2002. On September 3, 2003, Decedent's account was debited with these shares. See copy of PEPCO letter attached. 1 share Times Mirror (now 2.5 shares Tribune Company) 2.5 shares @ $50.25 0.00 125.63 TOTAL (Also enter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 125.63 Pepco Holdings, Inc. June 1, 2004 Bianca Irons Kelly & Walthall, P.C. 239 Genesee Street Suite 400 Mayro Building Utica, NY 13501 Dear Ms. Irons: Per your recent inquiry with our transfer agent Wachovia Bank regarding the account of Muriel Abbott, please note that the Potomac Electric Power Company shares which your client held in certificated form (stock certificate number - WSC 187482 in the amount of 61 shares) was debited from her account on September 9, 2003. Based on the September 9, 2003 date, the transaction would have been processed by Mellon Investor Services since they were our co-transfer/exchange agent at that time. Unfortunately, we do not have any other information in reference to this transaction. If you would like to contact Mellon Investor Services regarding this matter, they can be reached at (201) 329-8708. Sincerely, Tom Ordona Shareholder Service Department cc: Claire Williamson REV-1507 EX+ (6-98) COMMONV~cALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Muriel D. Abbott SCHEDULE D MORTGAGES & NOTES RECEIVABLE FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH None TOTAL (Also enter on line 4, Recapitulation) $ 0.00 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) COMMON~ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Muriel D. Abbott SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Include the proceeds of litigation and the dale the proceeds were received by the estate. All property jolntly.owasd with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. 5. 6. 7. 8. 9. Wachovia acct #1014130520733 Wachovia CD #247412051279763 Wachovia IRA #750122125569-7 U & T Bank acct ~13068181 M & T Bank acct ~21000001198705 passbook M & T Bank CD ~31003914618996 2000 Ford Taurus Miscellaneous HHG and Personalty Cash (from safe deposit box) TOTAL (Also enter on line 5, Recapitulation) $ 101.28 21 110.74 14,847.55 15,926.25 2,239.9'1 21 932.38 8,O0O.OO 4,000.00 1 650.00 89,808.11 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Muriel D. Abbott SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER If an asset was made joint within one year of the decedent'a date of death, it muat be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS A. None RELATIONSHIP TO DECEDENT JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOIN1 MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND I~K ACCOUNT NUMBF_R OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENN~T JOINT IDENTIFYING NUMBER. ATTACH DEED FOR JOIN~LY-I-IELD REAL ESTATE, VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. None TOTAL (Also enter on line 6, Recapitulation)$ 0.00 (If more space is needed, insert additional sheets of the same size) REV-1510 EX+ (6-98~. '.~' COMMONWF_ALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Muriel D. Abbott SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is/es. DESCRIPTION OF PROPERTY ITEM INCLUDETHENAMEOFTHETRANSFERE£,THEIRRELATIONSHIPTODECEDENTAND DATE OF DEATE % OF DECD'S EXCLUSION TAXABLE NUMBEI; THE DATE OF TRANSFER. AT'FACH A COPY OF THE DEED FOR SEAL ESTATE. VALUE OFASSET INTEREST (IFAPPUCABLE) VALUE 1. M & T Trust #23-6871215 (formerly Dauphin Trust) 98,007.00 98,007.01 2. AIG Insurance Policy #FJ235622 12,831.11 12,831.11 3. AIG Insurance Policy #FJ204131 4,868.86 4,868.86 0.0( NB - Per telecon PA. Dept. of Revenue 6/1/04 (717-787-8327) insurance policies are not taxable. TOTAL (Also enter on line 7 Recapitulation) $ 98,007.00 (If more space is needed, insert additional sheets of the same size) REVOCABLE LIVING TRUST by and between MURIEL D. ABBOTT Settlor and ~DAUPHIN .DEPOSIT BANK AND TRUST COMPANY TRUSTEE Dauphin Deposit Bank · and Trust Company · /~,~mber FDIC. ~ Muriel D. i{DOtt (Settlor) of ~01 Blacksmith Road, Lower A1 lan amp Hl£/ , hereby tral~sfer to Dauphin Deposit Bank and Trust Company (hereinafter called the Trustee), a Pennsylvania bank and trust company, the property described in the attached Schedule, to be held in Trust as follows: FIRST: Dispositive Provisions For My Benefit'During my lifetime: A. All of the net Income shall be paid to me at least quarterly or shall be paid or accumu- lated and added to principal, as I may direct in writing; B. As much of the principal as I may from time to time request iri writing shall be paid to me, or as I may otherwise direct; C. If, in the Trustee's opinion, I am at any time unable to act or apply the payments to my own best interest and advantage, the Trustee may apply directly for my benefit as much of the income and/or principal as the Trustee may, from time to time, deem appropriate for my welfare, comfort, support or emergency needs and may add to principal as much of the income as the Trustee deems advisable. Tw~ D.. Trustee shall keep true and correct books of account, which books of account shall at all reasonable time be open to the Inspection of Settlor or his duly appointed representa. tive. Trustee shall also quarterly render Settlor a detailed statement showing all receipts and disbursements On account of the trust estate and the manner and form in which the trust estate is invested at. the time of the rendition of such statement', SECOND: Dispositive Provisions After My Death-Upon my death while the trust continues, the Trustee shall pay the then-remaining principal and Income to my Executor or Admlnistra. tor for disposition as part of my estate. THIRD: Right to Revoke and Amend: I reserve the right to revoke or amend this trust, in Whole or in part, at any time and from time to time bY an instrument in writing, delivered to the Trustee and intended to take effect during my lifetime; except that the duties, powers and liabilities of the Trustee shall not be changed without its written consent. The Trustee reserves the right, at any time upon thirty (30) days advance written notice to me, to resign the trust and deliver the trust estate to me, after deducting therefrom its fees and any expenses then due and payable. FOURTH: Additions to Trust: Subject to the approval of the Trustee, either I or any other entity may add property, real and personal, to the principal of this trust. FIFTH: Trustee's Powers: In addition to the powers granted by law, my Trustee shall have the following discretionary powers, applicable to principal and Income, which shall be exerciso able without leave of court and shall continue until distribution Is actually made: A. To accept and retain any or all proPerty, including stock or other securities of the Trustee or of a holding company controlling the Trustee; B. To Invest in all f~3rms of property (including, but not by way of limitation, real estate, all types 9f stocks, bonds, options, and participations in common trust funds and money market funds); without being confined to Investments prescribed by statute and without being required to diversify; C. To buy investments at a premium or discount; D. To hold property unregistered or in the name of a nominee; E. To give proxies, both ministerial and discretionary: F. To compromise claims; G. To join in any merger, consolidation, reorganization, voting trust plan, or other con- certed action of security holders, and to delegate discretionary duties with respect thereto; H. To borrow from Dauphin Deposit Bank and Trust Company or from others, and to pledge real or personal property as security therefor; to loan cash or securities upon such terms and conditions as trustees deem appropriate; I. To sell at public or private sale for cash or credit or partly for each, to exchange, to ira: prove, or to lease for any period of time, any real or personal property; and to 'give options for sales, exchanges, or leases; J. To allocate _ ,, property received or charge Incurred to p-m,clpal or income or partly to each, without being obliged to apply the Usual rules of trust accounting; K. To distribute in cash or in kind or partly in each; L. To retain any part or all of my business Interests held In this Trust as long as the Trustee considers it advisable to do so; and to conduct, alone or with others, any such business in which I am engaged, with all the powers of an owner or with respect thereto, including the power to delegate discretionary duties to others and to pay adequate com- pensation to any such person; to invest other property in such business, and to incor. porate it or change its form. SIXTH: Compensation: The trustee shall be compensated in accordance with its standard schedule of charges in effect from time to time during the period of its services, and this com- pensation shall be paid from principal or income or partly from each in the sole discretion of the Trustee. SEVENTH: Non-Assignment: No part of the income or principal of the property held under this Trust shall be subject to attachment, levy or seizure by any creditor, spouse, assignee or trustee or receiver in bankruptcy prior to actual receipt thereof. The Trustee shall pay over the net income and the principal to the persons herein designated, as. their Interests may appear, without regard to any attempted anticipation (except as specifically provided in this agree- ment), pledging or assignment under the Trust, and without regard to any claim thereto or attempted levy, attachment, seizure or other process against me. EIGHTH: Law Governing Trust: This trust is created and accepted in the Commonwealth of Pennsylvania and shall in all respects be governed by Its laws and shall have its situs at Cumberland Count_y, Pen, j3sylvania. Executed on '~~ ,3' , 19 8'7. NOTE: Before executing this document you may want to consult with your Attorney to as- sure that your wishes are being set forth accurately and in proper legal form. ESS: ~/ ~/ .... ~ettlor SS# 122-12-5569 The foregoing trust is hereby accepted. Executed on (~~ ',~' ' ', 19 ~' ?. By Vice Presidentfri-tl~rust Officer COMMONWEALTH OF PENNSYLVANIA COUNTY OF. On this, the day of ,198 , before me, a notary public in and for the said Commonwealth and County, personally appeared , known to me (or satisfactorily proven) to be the person whose name is subscribed to the foregoing Revocable Living Trust and acknowledged that he/she executed the same for the purposes therein contained. WITNESS roy hand and notarial seal. Notary Public My Commission Expires: (SEAL) REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Muriel D. Abbott SCHEDULE H FUNERAL EXPENSES & ADMINISTRATNE COSTS FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 10. 11. DESCRIPTION AMOUNT 1. iParthemore Funeral ~ ! ' 3,718.3~ ~MINIS~TIVE COSTS: Pemonal Represen~e's ~m~ss~s N~e of Pe~onal .opr~.~{~} ~'~'~'~'~ S~al Se~d~ Numbe~s~EIN Numar of Pe~nal Rep~en~s) Ci~ New Cumberland Y*~(s) Commiffion Paid: ~2004 A~mey Fees Fami~ ~emp~on: (If d~ent's addr~ Is not ~ same as ~mn~s, a~ ~na~) ;' Claimant S~et Address: Cl~ ~ S~te ~ ~p ...................................... Rela~ship of Qa ~nt b De~ent PmbateFees Register of ~ills and Publicatlons 637.25:~ A~unmnt's Fe~ ':~ T~ Ream Pmpamr's Fees Car Sale Expenses and Inspe~on ~· 144.55 ~House Repairs (sale contract) ~, .~; ~'~" ............. ' ..................... 378.22 :Bricker Auction Expenses :Ruells Lawn Care TOTAL (Also enter on line 9, Recapitulation) 60.00 :. 64.00 21,352.38: (If more space is needed, insert additional sheets of the same size) RE¥-1512 EX+ (12-03) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Muriel D. Abbott SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABIUTIES, & UENS FILE NUMBER Re ~ort debts Incurred by the decedent prior to death which remained unpaid as of the date of death, Including unrelmbureed medical expenses. ITEM NUMBER 2. 3. 4. 5. 6. 7, 8. 9. 10. 11. 12. DESCRIPTION West Shore EMS Community Life Team EMS East Penn Ambulance Service Community Life Team Physicians Rehabilitation P.C. Verizon Camp Hill Fire Co. Ambulance AT&T COMCAST PAWC (water) PP&L Lower Allendale Township - (trash and sewer) VALUE AT DATE OF DEATH 502.78 40.00 60.00 300.00 94,79 117.09 531.00 122.50 42.23 60.99 21.78 73.35 TOTAL {Also enter on line 10, Recapitulation) $ t,966.51 (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Muriel D. Abbott SCHEDULE J BENEFICIARIES FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT Do Not List Trustee(s) TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Whitney Walthall Leigh Walthall Abbie Reeves Russell Reeves Ellen Abbott John Abbott Ashley Abbott Paul C. Abbott-Clairmont Lynn W. Walthall John W. Abbott granddaughter granddaughter granddaughter gmndson granddaughter grandson granddaughter grandson daughter son AMOUNT OR SHARE OF ESTATE 2,000.00 2,000.00 2,000.00 2,000.00 2,000.00 2,000.00 2,000.00 2,000.00 I/3 residuary estate 1/3 residuary estate Jyl A. Reeves daughter ]/3 residuary estate ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-T,~O~BLE BISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) $ 0.00 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004042 ABBOTT BRIDGET 522 8TH STREET NEW CUMBERLAND, PA 17070 ........ fold ESTATE INFORMATION: SSN: 122-12-5569 FILE NUMBER: 2104-0277 DECEDENT NAME: ABBOTT MURIEL D DATE OF PAYMENT: 06/14/2004 POSTMARK DATE: 06/14/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/19/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $14,604.33 REMARKS: TOTAL AMOUNT PAID' $14,604.33 SEAL CHECK#1034 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZNDZVTDUAL TAXES TNHERTTAHCE TAX DTVTSTDN DEPT. 280601 HARRISBURG) PA 17128-0601 BRIDGET ABBOTT 522 8TH ST NEW CUMBERLAND PA 17070 COMMONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEMENT, ALLONANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-15¢7 EX AFP ~~,~~ o8-oz-zoo~ ~S~. OF ABBOTT DATE OF DEATH FZLE NUMBER 11 0q-0277 ~]~O,l~.V'.~ CUMBERLAND ACN 101 t leoun~ Rem/t~ed MURIEL D MAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LZNE ~ RETAIN LOWER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLOWANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF ABBOTT MURTEL D FILE NO. 21 0q-0277 ACN 101 DATE 08-OZ-200r+ TAX RETURN NAS: (X) ACCEPTED AS F.rLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST- SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. CZosely HeZd S~ock/Par~narship Zn~eres~ (ScheduZe C) ($) q. Mortgages/No,es Receivable (Schedule D) (q) $. Cash/Bank Deposits~Misc. Personal Propar~y (Schedule E) ($) 6. JoLn~l¥ Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To~el Asse~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Exponses/Adm. Cos~s/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule ~) (10) 11. To~al Deduc~Lons 12. Ne~ Valua of Tax Re~urn 177/000.00 125.63 .00 .O0 89/808.11 .00 NOTE: To insure proper cred~ ~o your account, submi~ ~he upper paralan of ~hLs fore wL~h your ~ax payment. 98/007.00 (8) 36q,9qO.7q 21,352.38 1:5. lq. NOTE: 1~966.51 (11) 2~.~]8-89 (12) 3ql,621.85 Chari~able/governeen*al Bequests; Non-elec*ed 911:5 Trusts (Schedule J) (1:5) .00 NB~: Value of Es~:a*e Sub,ac* ~o Tax (lq) 3ql)621.85 Zf an assessment was lssued previously, 11nas 1~, 15 and/er 16, 17, 18 and 19 ~11 reflect figures that include the total of ALL returns assessed to date. (15) .00 x 00 = .00 (16) $ql,621.85 x 0fi5 = 15,372.98 (17) .00 x 12 = . O0 (18), .00 x 15 = .00 (19)= 15,372.98 AMOUNT PAZD lq,60q.3~ ASSESSMENT OF TAX: 15. Amoun~ of LAne lfi a{ Spousal ra~e 16. Amount: of L/ne lq *axable a~ LLnoal/Class A ra~a 17. Amoun~ of L/ne lq a~ Sibling ra~a 18. Alnountc of Line lq ~axable a~ Collateral/Class B ra~e 19. Prlnci ~al Tax Due TAX CREDZTS: PAYMENT RECETpT DZ$COUNT (+) DATE NUMBER INTEREST/PEN PAID (-) 06-I~-200q CDOOqO~2 768.65 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 15,372.98 .00 .00 .00 ( 'rF TOTAL DUE 'rs LESS THAN $1, NO PAYMENT 'rS RE~UZREB. TF TOTAL DUE .rS REFLECTED AS A 'CREO.rT' (CR)~ YOU MA'( BE DUE A REFUND. SEE REVERSE s'rOE OF TH'rS FORM FOR ZNSTRUCT'rONS. ) IF PAID AFTER DATE ZNDZCATED~ SEE REVERSE FOR CALCULAT'rON OF ADD/T'rONAL 'rNTEREST. RESERVATION: Estates of decedents dying on or before December 1Z, 198Z -- 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 (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 13 of ZOO0. (71 P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS) AGENT A refund of a tax credit, ahich ems 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 Nills, any of the gs Revenue District Offices, or by calling the special gq-hour answering service for fores ordering: 1-800-36g-z050; services for taxpayers with special hearing and / or speaking needs: 1-800-qq7-30Z0 (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 within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZelOZ1, Harrisburg, PA 17118-1011, 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 ariting to: PA Department of Revenue) Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ga0601, Harrisburg, PA 171ga-g601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for e Resident Decedent" (REV-la01) for an explanation of administratively correctable errors. If any tax due is paid aithin three (3) calendar months after the decedent's death) a five percent (51) discount of the tax paid is allowed. The ISZ 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. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeai 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 (1) day from the data of death, to the date of payment. Taxes which became delinquent before January l, lg&g bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .00016q. AX1 taxes which became delinquent on and after January 1, 1981 will bear interest at a rate which will vary from calendar year to calendar year eith that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOOq are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ 20X .0005q8 ~)'~'a-1991 11X .O003Ol ~ 9Z .O00Zq7 1983 161 .000q38 X99Z 91 .000947 ZOOZ 61 .O0016q 1984 llX .000301 1993-199q 71 .OOOlgZ 2005 5X .000137 1985 13X .000356 1995-199& 9Z .O00Zq7 Z004 qZ .O0011O 1986 X0Z .000974 1999 71 .000191 1987 lOX .OOOZTq ZOO0 72 .000192 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPATD X NUHBER 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 oust be calculated. ORPHAN'S COURT OF THE STATE OF PENNSYLVANIA COUNTY OF NEW CUMBERLAND ______________________________________________________--------------------------X ANCILLARY PROBATE PROCEEDING RECEIPT AND RELEASE WILL OF MURIEL D. ABBOTT, A DOMICILIARY OF THE STATE OF PENNSYLVANIA Deceased. ______________________________________________________--------------------------X File No. 2004-00277 The undersigned, being of full age, sound mind and under no disability, and entitled to share in the estate of the above named decedent as a legatee under will, (a) Acknowledges that Bridget Abbott fiduciary herein has fully and satisfactorily accounted for all assets of the estate; (b) Approves the executrix's account submitted to the undersigned; (c) Acknowledges receipt of all money property due the undersigned in accordance with decedent's will. The foregoing payment and/or transfer is in full payment or distribution of the undersigned's legacy under decedent's will. (d) Releases and discharges the fiduciary herein, Bridget Abbott, from all liability to the undersigned for any and all matters relating to or derived from the administration of the estate; waives the issuance and service of a citation to attend any and all proceedings for the judicial settlement of the account; and authorizes the Court to make and enter a decree settling the account and fully releasing and discharging each fiduciary named ab as to all matters embraced therein. Dated: 3~ 3-0.) ,2005 Jyl . COMMONWEALTH OF PENNSYLVANIA ) ) ss.: COUNTY OF CUMBERLAND ) On the 3 day of rflart/J ,2005, before me, the undersigned officer, personally appeared Jyl A. Reeves, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within and acknowledged to me that she executed the same for purposes therein contained. In witness whereof, I hereunto set my hand and notarial seal. ~ -'-"-.. NOTARiAL SEAL LAURIE A. HUGHES, NOTARY PUBLIC CITY OF SCRANTON, lJICKAWANNA COUNTY MY COMMISSION EXPIRES NOVEMBER 17, 2007 h.u.~~ u!f: otary ublic ""0 _.";~ Lr) 'i..,-"'.,,; () vA ORPHAN'S COURT OF THE STATE OF PENNSYLVANIA COUNTY OF NEW CUMBERLAND --------------------------------------------------------------------------------X ANCILLARY PROBATE PROCEEDING RECEIPT AND RELEASE WILL OF MURIEL D. ABBOTT, A DOMICILIARY OF THE STATE OF PENNSYLVANIA Deceased. --------------------------------------------------------------------------------X File No. 2004-00277 The undersigned, being of full age, sound mind and under no disability, and entitled to share in the estate of the above named decedent as a legatee under will, (a) Acknowledges that Bridget Abbott fiduciary herein has fully and satisfactorily accounted for all assets of the estate; (b) Approves the executrix's account submitted to the undersigned; (c) Acknowledges receipt of all money property due the undersigned in accordance with decedent's will. The foregoing payment and/or transfer is in full payment or distribution of the undersigned's legacy under decedent's will. (d) Releases and discharges the fiduciary herein, Bridget Abbott, from all liability to the undersigned for any and all matters relating to or derived from the administration of the estate; waives the issuance and service of a citation to attend any and all proceedings for the judicial settlement of the account; and authorizes the Court to make and enter a decree settling the account and fully releasing and discharging each fiduciary named above as to atters embraced therein. 7h. Dated: iV\ '-I" ,2005 COMMONWEALTH OF PENNSYLVANIA ) ) sS.: COUNTY OF CUMBERLAND ) On the :2.. day of ~~, 2005, before me, the undersigned officer, personally appeared John W. Abbott, known to me (or satisfactorily proven) to e the person whose name IS subsCribed to the within nd acknowledge 0 me that he executed the same for purposes therein contained. In witness whereof, I hereunto set my hand and notarial seal. -'" -...oj' L"'~ ( ,-,,"~ -'- --- .~ , J . I . " I ) ORPHAN'S COURT OF THE STATE OF PENNSYLVANIA COUNTY OF NEW CUMBERLAND _______________________________________________________-------------------------X ANCILLARY PROBATE PROCEEDING RECEIPT AND RELEASE WILL OF MURIEL D. ABBOTT, A DOMICILIARY OF THE STATE OF PENNSYLVANIA Deceased. _______________________________________________________-------------------------x File No. 2004-00277 The undersigned, being of full age, sound mind and under no disability, and entitled to share in the estate of the above named decedent as a legatee under will, (a) Acknowledges that Bridget Abbott fiduciary herein has fully and satisfactorily accounted for all assets of the estate; (b) Approves the executrix's account submitted to the undersigned; (c) Acknowledges receipt of all money property due the undersigned in accordance with decedent's will. The foregoing payment and/or transfer is in full payment or distribution of the undersigned's legacy under decedent's will. (d) Releases and discharges the fiduciary herein, Bridget Abbott, from all liability to the undersigned for any and all matters relating to or derived from the administration of the estate; waives the issuance and service of a citation to attend any and all proceedings for the judicial settlement of the account; and authorizes the Court to make and enter a decree settling the account and fully releasing and discharging each fiduciary named above as to all matters embraced therein. Dated: January.2L, 2005 'L~tW.~W~t~1I '- JtVL-~".) ({) COUNTY OF ONEIDA ) )ss.: ) STATE OF NEW YORK On the3\ day of January, 2005, before me, the undersigned, personally appeared Lynn W. Walthall, personally known to me or proved to me on the basis of satisfactory evidence to be the individual whose name is subscribed to the within instrument and acknowledged to me that she executed the same in her capacity, and that by her signature on the instrument, the individual, or the person upon behalf of which the individual acted, executed the instrument. I' ~ VY\~ Nota;~ ' ~../'-) BIANCA M. IRONS Notary Public No. Otl~6117668 County of Herkimer, State of N. Y. My Commission Expire. 11-01-08 ) . Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: Muriel D_ Abbot:t: Date of Death: March 19, 2004 Estate No.: PA 21 -04 -02 77 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: I. State whether administration of the estate is complete: Yes ~ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes 0 No Gd b. The separate Orphans' Court No. (if any) for the personal representative's account is: n / a c. Did the personal representative state an account informally to the parties in interest? Yes Gl No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: ? -7 - 05 ~ ~~/ at# S ture Rridget: Abbot:t:, F.xer.lltrjx Name , ~'... (717) 774-1363 Telephone No. 522 8th st., New Cumberland, Address P A 1 70 7 0 Capacity: ~ Personal Representative o Counsel for personal representative )