HomeMy WebLinkAbout04-0281 PETITION FOR PROBATE and GRANT OF LETTERS
Estate of M'chael Jal~et~' Nawn ~ No.
also Icnown as To:
Register of Wills for the
Deceased County of Cumberland tn the
Commonwealth of Pennsylvanta
Soctal Security No ~41-34-8085
The petition of the undersigned respectfully represents that.
Your petmoner(s), who ~s/arc 18 years of age or older an the execut
~n the last will of the above decedent, dated February 24
and codicil(s) dated
named
(state relevanl cxreltmstanees, e g renunciation, death of executor, etc )
Decendent was domiciled at death in Cumberland County, Pe~nsy~va, mj~, ~
his last famdy or prtnclpal residence at 829 Well)naton Dnva. Carlton PA ~.7'.~-v-lt ~,1 ~ N~('O
/ (hst street, number and munc~pahty)
l~ecend~nt then 60-, years of age, died February 26 , ~,~ 2004
at 829 Weillnnton Dnve. Caflmln PA
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution or_the will offered for probate, was not the victim of a kdhng and was never adjudicated
lncompeteRt:c-~~ _
Decendefit at death 'owned property with est]mated values as follows'
(If domiciled In Pa.) All personal property
(If not dom~cded m Pa.) Personal property in Pennsylvania
(If not dom~cded m Pa ) Personal property in County
Value of real estate in Pennsylvania
situated as follows
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last wdl and cod~ml(s)
presented herewtth and the grant of letters tastamentaq,
(testamentary, adm~mgtralton c t a, administration d b n c t a }
theron
OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF O_~x..~w~-3~ o..¢~ f
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are
true and correct,to the best of the knowledge and behef of petmoner(s) and that as personal represen-
.... ' and truly adrmmster the estate according to law.
retire(s) of the a~bove ~decedg.nt petmoner(s) will well
Sworn to o[/' aff_~-ed.d. _vend subscribed ~{ ~ ~ . . _/.~ o~
b~fo~re me thxs ~'7~5~c3' __ day of {- --~ ~
Estate Of Michael J~l~h Navin
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW ~C_~c'~ ~, ~ c:~,CT~q ~ , in consideration of the petition on
the .reverse side hereof, satisfactory proof having b__,een presented before me,
IT IS DECREED that the instrument(s) dated ~-(-~ ~-~ -~:~
described therein be admitted to probate and filed of record as the last will of ~'~ ~ C~('~(X~ 1 ~ ~k~(~k~ i f~
and Letters (. ~ ~ · .~ ~.~-.~ c~-~ ~ ~; ,-~..'~ ~' ~-'~---, ~.
are hereby granted to ~ .(~~ ~(~ ~~
FEES
Probate, Letters, Etc ..........
Short Certificates0~) ..........
Renunciation ................
TOTAL
Filed . .~.; .~..~. :.~....c~..;
John B. Mancke (07212)
ATTORNEY (Sup. Ct. I.D. No.)
2233 N. Front Slreet, Harrisburg, PA 17110
.ad)DRESS
717-234-7051
PHONE
his 15 to certify that the information here given is correctly copmd from an original cemficate of death duly filed with me as
Local Registrar The original certificate will be forwarded to the State Vital Records Off]ce for permanent fihng
WARNING: It ~s illegal to duplicate th~s copy by photostat or photograph
Fee for this cemficate. $2 00
P 10159422
No
Local Registrar
MAR 1 2004
Date
COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECOR~S~
CERTIFICATE OF DEATH
(Coroner)
6O
Michael J Navin la MaleI' O41-3 85 %J3 4 February 26, 2004
Cumberland
Professor Law School
829 Wellington Drive
Carlisle, PA 17013
Joseph M. Nav[n
Joan Navln
4:00 A February 26, 2004
Carlisle . 829 Wellington Drive _...~,...~o.~...~
I~o~ 829 Wellxng~on Drlve, ~rlxsle, PA 17013
Carbon Monoxide Intoxication
""~' [~ "~e~ [] ,~F. eb 26,2004 4'00
Inhaled auto exhaust
[] uo~ intentionally
Dr , Carlisle, PA
[] !~'" February 27, 2004
Michael L. Norris, Coroner
6375 Basehore Road, Suite #1
Mechanicsburg, Pa 17050
REG,S Or WI' 'S O COUNTV
ach) a subscribing wltnes~the wdl pres~t~ ~th, (each)being ~l~f, ed accordl~ to~
w, deposes) and say(s) that ~ ~ ~ present and saw ~
the tes~, s~gn th~same and~ ~ s~gned as a~ess at the
request of~a~ ~n h~ presen~nd (m the presence o~ch other)On the presell the
other ss(es)) ~x
Sworn to or affirmed~d subscribed before ~ ~ ~
me th,s ~. hay of ~ (Name)~
~ ~ ~ X ~ X (Address) X
~ ~ ~ ~' ~ (Addressj
o:~ ~
REGISTER OF WILLS OF ~__ COUNTY
OATH OF NON-SUBSCRIBING WITNESS
~94 - Oq -
(each) a subscriber hereto, (each) being duly quahfied according to law, depose(s) and say(s) that
famflmr w~th the s~gnature of
testato(' of (one of the subscribing w~tnesses to) the presented herewith and
cod~cd
that '~ ~ bebeves the s~gnature on the will is ~n the handwriting of
Sworn to o~ ~hrm~e~ qnd subscribed before
me th~s~
day of tName
(Name)
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/01/2004
MANCKE JOHN B
2233 NORTH FRONT ST
HARRISBURG, PA 17110
RE:
Estate of NAVIN MICHAEL J
File Number: 2004-00281
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 07/03/2004
Your prompt attention to this matter will be appreciated.
Thank You.
cc:
File
Personal Representative(s)
Judge
GLENDA FARNER STR3~SBAUGH
Clerk of the Orphans' Court
Cumberland County - Register Of Wills
Hanover and High Street
Carlisle, PA 17013
Phone: (717)240-6345
Date: 07/01/2004
NAVIN JOAN M
829 WELLINGTON DRIVE
CARLISLE, PA 17013
RE:
Estate of NAVIN MICHAEL J
File Number: 2004-00281
Dear Sir/Madam:
It has come to my attention that you have not filed the
Certification of Notice Under Rule 5.7 (a) in the above captioned
estate.
As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES,
NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on
or after July 1, 1992, the personal representative or his
counsel, within ten (10) days after giving proper notice to the
beneficiaries and intestate heirs as required by subdivision
(a) of Rule 5.7, shall file with the Register of Wills or Clerk
of the Orphans' Court his/her Certification of Notice.
This filing will become delinquent on 07/03/2004
Your prompt attention to this matter will be appreciated.
Thank You.
CC:
File
Counsel
Judge
GLENDA FARNER STRASBAUGH
Clerk of the Orphans' Court
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Date of Death: YE Cf U¢((V~
,Jc (.t_Dh L} a vi rt
Admin. No.
To the Register:
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) ~.I th~Orp(~s' Court Rules was
served on or mailed to the following beneficiaries of the above-captioned estate on - - '
Nal'ne
Address
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
Date:
Capacity: __
Signature
Name ~0
Address
Telephone (~['X
Personal Representative
Counsel for personal representative
COMIdOI~TH OF
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 288601
HARRISBURG, PA 17128~)601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
FILE NUMBER
20 _ O4 0O281
DECEDENTS NAME fLAS7 FIRST AND MIDOLE INITIAL) SOCIAL SECURITY NUMBER
I-- Navin, Michael J. 041-34-8085
Z
UJ DATE OF DEATH (MM DD YEARI DATE OF B RTH MM DD YEAR~
C] TR~S RETURN MUST BE FILED IN DUPLICATE WITH TRE
UJ 02/24/2004 03/14/1943 REGISTER OF WILLS
U.I (iF APPLICABLE~ SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
~u '~ 10riginai Return
~:4:~¢¢~ [~4 LimfiedEstate ~--~4a Fuue heres Compromse,da-.~a*d~s:harter 2~242) [] 5 Federal Estate Tax Return Required
O
b~ 6 Decedent Died Testate f^tta¢
< ~ 9 bCligation Proceeds Received [] 10 SpousalPovedyCreditlm[eordmthbet~m*2.3~§la.d~ISS) ~ 11 Election to tax under Sec. 9113{A)C, aad~Scho}
THIS eECTIOH MUST BE COMPLETED. AIL CORRESPONDENCE AND CONFIDENTIAL TAX INFOI~MATION SHOULD BE DIRECTED TO:
John B. Mancke, Esq.
Z
J
Z
0
FIRM NAME liT ApCic~ble)
Mancke, Wagner & Spreha
TELEPHONE NUMBER
(717) 234-7051
COMPLETE MAIUNG ADDRESS
2233 N. Front Street
Harrisburg, PA 17110
Rea Esta e (Schedu e Al (11
2. Stocks and Bonds (Schedule B) (2)
3 C;osety Held Corporation, Padnership or Sole-Propr~torship {3}
4 Mortgages & Notes Receivable (Schedule
5 Cash, Bank Deposits & M!scei!aneous Personal Froperty {5)
(Schedule E)
6 Jointly Owned Proper5/(Schedule F/ {6)
m...} Separate Bi!ling Requested
7 Inter-//ivos Transfers & Miscellaneous Nco-Probate Property 71
(Schedule G or L)
8 Total Gross Assets (totaI Lines 1-7)
9 Fu,~era] Expenses & Administrative Costs (ScheduJe HI (9)
10 Debts of Decedent, Mortgage Liabilbies & Liens (Schedule I) (10)
~1 Total Deductions {total Lines 9 &
12 Net Value of Estate (Line 8 minus Line
0.00 ~'
12,968,65
0.00
0.00
115,808.64
0.00
40,114.89
8,138.70
0.00
168,892.18
8,138.70
160,753.48
0.00
160,753.48
SEE INSTRUCTIONS ON REVERSE SIOE FOR APPLICABLE RATES
15 Amount of Line 14 taxable at the spousal tax
rate, or transfers unoef Sec 9116 (a)(1.2)
16 Amount of Line ~4 taxable at lineal rate
17. Amount o' Line 14 taxaMe at sibimg rate
18. Amount of L~ne 14 taxable at collateral rme
19 Tax Due
139,118.96 × 0 ~ frs)
21,634.5~ x o 45 I~B)
0.00
973.55
973.55
> · BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
Decedent's Complete Address:
STREET ADDRESS
829 Wellington Drive
ciTY Carlisle I ST^TE PA I Zm17013
Tax Payments and Credits:
1 Tax Due (Page 1 Line 19)
2 Credd~Payments
A, Spousal Parody Credit
B. Pdor Paymen[s
C. Discount
(1)
Total Credds (A + B + C ) (2)
3. Intarest/Penalty if applicable
D. interest
E. Penalty
Total interest/Penalty ( B + E ) (3)
4, if Line 2 is greater than Line 1 + Line 3 enter the difference. This is the OVERPAYMENT,
Check box on Page 1 Line 20 to request a refund (4)
973.55
973.55
5 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. (SD)
Make Check Payable to: REGISTER OF WILLS, AGENT
IF THE ANSWER
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 properly transferred or its income; [] []
c. retain a revemionary rntsrest or .......................................................................................................... E~ []
d. receive the promise for life of either payments, benefts or care? .............................................................. [] []
If death occurred after December 12 1982 did decedent transfer properly within one year of death
without receiving adequate consideration? [] []
Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... ~ []
Did decedent own an individual Retirement Account annuity, or other non proeate property which
contains a beneficiary designation? [] []
TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN,
DATE
SIGNATUR
ADDRESS
For dates of death on or after July 1 t 994 and before January 1, 1995, the tax rate imposed on the eel vaiue of transfers to or for the use of the surviving spouse is 3%
F2 RS §9115 (a) (1.1) ri)}.
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to ortar the use of the surviving spouse is 0% [72 P.S §9116 (a) (1.1) (ii)i,
The statute does not exemot 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 ~enty-one years of age or younger at death to or for the use of a natural parent an adoptive parent,
or a stepparent or tee child is 0% [72 RS. §9116(a)(1.2)1,
The tax rate imposed on the net value of transfers to or for the use of the donedent's iineai beneficiaries is 4.5% except as noted in 72 RS. §9116(12) [72 P.S §9116(a)(1)].
The tax rate imposed on the net value of transfers 1o or for the use of the decedents siblings is 12% [72 RS. §9116(a)(t.3)]. A sibling is defined under Section 9102, as an
individual who has at least one oarent in common with the deoedent whether by blood or adoption
REV-1502 EX+
SCHEDULE A
OOM~ON~'~LTH on PE~NS¥~¥^N,^ REAL ESTATE
ESTATE OF FiLE NUMBER
Navin, Michael J. 20-0400281
exchanged belween a willing buyer and a willing selter, neilher being compelled to buy or sell, bo~ bevirlg reasonable knowled~ ~ of the relevant fads.
Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F
ITEM
VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. None
0.00
TOTAL (Also enter on line 1, Recapitulation)
$ 000
/If more space is needed, insed additional sheets of the same size)
ESTATE OF
Navin, Michael J.
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
20-0400281
All property jointly-owned wlth dght of sur~ivorsl~ip must be disclosed on S~hed ule F.
ITEM
VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. Evergreen RN DTN TR (300233400), CLB 781.244 shares
12,968.65
TOTAL (Also enter on line 2, Recapitulation) $ 12,968.65
(if more space is needed, insert additional sheets of the same sizel
ESTATE OF
Navin, Michael J.
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
FILE NUMBER
20-0400281
6.
7.
8.
9.
Wachovia Bank, Certificate of Deposit #247412051621139
interest on above certificate of deposit
Evergree~ Money Market Account 257410900202892
Internal Revenue Service refund
Salary outstanding:
Penn State salary
Penn State reimbursement
Penn State salary - addilioosl month
Widener Univereity salary
Widener Univemity additional
Waypoint checking account #20037416
M&T Bank checking account ~41935
1997 Acura 3.2TL
1992 Nissan Sentra XE
2003 Honda CRV Ex Utility 4x4
32,551.79
85.49
2.15
5,384.26
7,41552
130,50
5,000.00
2,842.97
4,187.26
10,287.04
13,196.66
10,475,00
2,250.00
22,000,00
TOTAL (Also enter on line 5, Recapitulation) $ 115,808.64
(If more space is needed, insert addiiienal sheets of the same size)
REV-1509 EX+
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Navin, Michael J.
SCHEDULE F
JOINTLY-OWNED PROPERTY
FILE NUMBER
20-0400281
A. Joan M. Navin wife
829 Wellington Drive
Carlisle, PA 17013
JOINTLY-OWNEDPROPERTY: with right of survivorship
LETTER DATE DESCRIPTION OF PROPERTY % OF DA~ OF DEATH
1. A 147 S. West Street, Carlisle, PA 17013 68,960.00
2. A. 829 Wellington Bnve, Carlisle, PA 17013 258,390.00
3. A. Waypoint Bank checking account #90847836 26,348.07
4. A. Evergreen Mun TR 300258613, 2771.526 shares 24r361.71
TOTAL (Also enter on line 6, Recapitulation) $ 370,051.78
(If more space is needed, insert additional sheets of the same size) (not taxable)
ESTATE OF
Navin, Michael J.
SCHEDULE G
INTER-VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
20-0400281
This schedule must be completed and filed If the answer to any of quesfiorts 1 throUgh 4 on ~e reverse side of the REV-1500 COV
ITEM DESCRIPTION OF PROPERTY
NUMBEF ~NCLUOET~e ~ OF~ET~J~S~m~E T~ErR REL~rIo~S~PTO~EC~'T~U DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE
4. Certificate of DepoSit, Wachovia, 247412051621162, Trustee with Lawrence
M. Navin, son, beneficiary 10,850.60 10,850.6~
additional interest on Item 1.
28.50 28.5I
2. Certil~cete of Deposit, Wachovia, 247412051636417, with Chdstopher M 10,752.74 10.752 7z
Navin, son, beneficiary, 1916 7th Ave. West, Apt. 22, Bradenton, FL 34205 .
additional interest on Item 2.
2.68 2.6~
3. Wachovia checking, 1010071397498, with Joan Navin, wife, eslablished
March 17, 2003 1,416.54 1,416.54
additional interest on Item 3.
0.08 0.08
4. Wachovia checking, 1010071397508, with Joan Navin, wife, eslablished
March 17, 2003 17,058.06 17,058.06
additional ieteresl oe item 4.
5.69 5.69
TOTAL (Also enter on line 7 Recapitulation) $ 40,114.89
/If more space is needed, insert addtbonal sheets of the same size)
REV-1511 EX+
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Navin, Michael J.
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
20-O4OO281
Debls of decedent must be mpo~ted on Schedule 1~
ITEM
NUMBER DESCRIPTION AMOUNT
8
FUNERAL EXPENSES:
Hoffman Roth Funeral Home
George's Flowers
Service booklets
Family dinner
Thank you cards
Stamps
ADMINISTRATIVE COSTS:
Persona~ Representative's Commissions
Name of Personal Representativets}
Socla~ Security Number{s)/EIN Number of Personal RepreseNtative(s}
Street Address
C~y . State
Year(s} Commission Paid:
Attorney Fees
Family Exemption: (If decedent's address is not the same as claimant's, attach explanatmn)
Claimam Joar~ M. NavJr~
StreetAddress 829 Wellington Drive
c~y Carlisle
Relationship of Claimant to Decedent wife
Probate Fees
Accountant's Fees
Tax Return PrepareCs Fees
Cumberland County Law Journal
Cadisle Evening Sentinel
Wachovia Bank - asset search
st, ate PA Zip 17013
2,769.67
80.56
112.00
175.00
105.00
37.00
1,000.00
3,50000
105.00
7500
12947
50.00
TOTAL (Aisc enter on line 9, Recapitulation) $ 8,138,70
fir more space is needed, insert additional sheets of the same size)
SCHEDULE J
BENEFICIARIES
ESTATE OF FILE NUMBER
Navin, Michael J. 20-0400281
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
Sec. 9116 {a) {1.2)1
Joan M. Navin, 829 Wellington Drive, Carlisle, PA 17013
Lawrence M, Navin, trust beneficiary
2449 40Ih Street, Washinglon, DC 20007-1762
Christopher M. Navin, trust beneficiary
wife
son
son
Entire
(except trusts
listed below)
10,879.10
10,755.42
ENTER DOLL.AR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
B, 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, inset[ additional sheets of the same size)
Date of Death: 02/26/2004
Valuation Date: 02/26/2004
Processing Date: 05/24/2004
Estate Valuation
Michael J. Navin
Shares Security
or Par Descrlpzion High/Ask Low/Bad
i)
781.244 EVERGREEN FNDTN ?R (300233400)
CL 3
Mutual Fund {as quoted by NASDAQ)
02/26/2004
16.60000 Hkt
Mean and/or Div and Int Security
Adjustments Accruals Value
!6.600000 12,968.65
Iota!: $12,968.65
80.00
$12,968.65
Page 1
Wachovia Bank N.A.
Balance Confirmation Services
P O Box 40028
Roanoke, VA 24022-7313
Reference ID: 883369
April 15, 2004
MANCKE WAGNER & SPREHA
2233 NORTH FRONT STREET
HARRISBURG, PA 17110
SUBJECT: Verification / Confirmation of Account and Balance Information provided for:
Customer: MICHAEL J NAVIN
Date of Death: February 26, 2004
Deposit Account Information
Account Account Date of Death Average Date Maturity Interest
Type Number Balance Balance* Opened Date Rate
CERTIFICATE OF DEPOSIT 247412051621139 $32,551.79 8/28/2001 3/'28/2005
LEGAL TITLE: MICHAEL NAVIN
Accrued YTD Date
Interest InterestPaid Closed
$85.49 $88.I4
CERTIFICATE OF DEPOSIT 247412051621162
LEGAL TITLE: MICHAEL NAVIN TRUSTEE
LAWRENCE M NAViN BENF.
$10,850.60 8/28/2001
$28.50 S2938 3/22/2004
CERTIFICATE OF DEPOSIT 247412051636417
LEGAL TITEE: MICHAEL J NAVIN
CHRISTOPHER M NAVIN BENF.
$10,752.74 9/i9/2001
$2.68 S10.38 3/22/2004
CHECKING I 010071397498
LEGAL TITLE: MICHAkL NAVIN
JOAN NAVIN
$1,41654 3/17/2003
$008 $0.81
CIIECKING 1010071397508 $17,05806
LEGAL TITLE: MICItAEL NAVIN
JOAN NAVIN
3/17/2003
$5.69 $17.18
* Duc to system Ihnitagons, we can only provide a twelve mon;b average balance on depository accounts.
Revolvin~ Credit Information
Account Account Date of Death Credit Dale Date Times Legal Title
Type Number Balance Limit Opened Closed Late
EQUITY LiNE 4386542211439283 S0.00 3/12/2002
Other Account Information
MICItAEL NAViN
JOAN L NA¥1N
Date of Death Value: 02-26-2004
Name: Michael ~ Navin
Brokerage account 6185-9763
Account: 257410900202892
Cash Equivalents:
Inwstm~n~ Op~i~u ~lance A~c'/~d lnt/D~¢~ Note~
Evergreen Money Market 2.'15 $000
Total Cash Value:
$2.15
Additional Notes:
Securities listed on Estate Valuation Report.
Securities and Insurance Products:
Not Insured By FDIC Or Any Federal
/ MAY LOSE VALUE [ Not a Deposit Of Or Guarenteed By A Bank Or
Government
Brokerage sen'ices offered through Wachovia Securities, LLC, a registered broker-dealer and a separate, non-bank affiliate of Wachovia (orporation
Member NYSE and SIPC.
**The price per share is based on the closing price at the end of regular trading hours for the date of death. Due to certain securities not priced on a
daily basis, we can not guarantee that the price given was as of the date of death. The market information contained herein, including but not limited to.
prices, quotes and statistics, has been obtained from sources tbat we believe to be reliable, but we do not offer any gmtrantccs as to its accuracy or
completeness
Depadfnent of the Treasury'
Internal Revenue Service
PttI LADELPliIA, PA I9255-0025
SBU
MAY 17, 2006.
Oq 1-.5q-8085
1-800-829-857G
HICIiAEL J DECD g JOAU NAVIN
JOAN IIAVIN
820 WELLINGTON DR
CARLISLE PA 17015-35o5298
CALLER ID: 224650
WE CHANGED YOUR ESTIMATED TAX TOTAL - YOU ARE DUE A REFUND
WE CHANGED YOUR 2003 RETURN, AS A RESULT OF THESE CHANGES, YOU'=~RE DUE A
REFUND OF $5,38q,26 IF YOU OWE NO OTHER TAXES. YOU MAY HAVE EXPECTED A
DIFFEREHT AMOUNT OR NO REFUND AT ALL. IF YOU THINK WE MADE A MISTAKE, PLEASE
CALL US AT THE NUMBER LISTED ABOVE.
YOUR TAX STATEMENT
ADJUSTED GROSS INCOME ON RETURN
TAXABLE INCOME ON RETURN
PAYMENTS AND CREDITS
TAX WITHHELD
ESTIMATED TAX PAYMENTS
OTHER CREDITS
OTHER PAYMENTS
TOTAL PAYMENTS & CREDITS
TOTAL TAX ON RETURN
TAX
OVERPAYMENT OF TAXES
LESS:
PENALTY
INTEREST
AMOUNT APPLIED TO NEXT YEAR'S
ESTIMATED TAX
TOTAL SUBTRACTED
AMOUNT OF REFUND - IF YOU OWE NO
OTHER TAXES
(ANY INTEREST DUE YOU WILL BE ADDED)
~152,1657~0
$135,150.00
$26,747.00-
$3~,8q0.26-
~28,506.00
$5,E84.26
$.00
$5,S84.2&
RAGF ~
ACCOUNT NO.
841935
ACCOUNT TYPE
CLASSIC CHECKING
O0 2 Oq319M N 02i
STATEMENT PERIOD
MICHAEL J NAVIN
829 WELLINGTON DR
CARLISLE PA 17015-3565
313
HIGH STREET-CARLISLE
BEGINNING
BALANCE
ACCOUNT SUMMARY
DEPOSITS & j
OTHER ADDITTONS CHECKS PAID OTHER
SUBTRACT'rOMS
NO. AMOUNT NO. AMOUNT NO. AMOUNT
CURREiio0 ENDING
INTEREST PD BALANCE
19,692.73
ACCOUNT ACTIVITY
POSTING '' r~D~S~T'S~I~TEREST CHECKS S OTHER DAILY
DATE TRANSACTION DESCRiPTiON & OTHERABDITIONS SUBTRACTIONS BALANCE
02-2~-0~ BEGINNING BALANCE $13,202.01
02-2q-Oq MST ATM CASH HITHDRANAL ON 02/2q 60.00
SPRING GARB,lO0 S SPRING GARDEN ST,CARLISLE,PA 13~1~2.01
~02-2520q PENN STATE UNIV UNIV
02-26-0q CHECK NUNBER 3961 Se.66
02-27-0¢ PENN STATE UNIV REG SALARY 7~IS.B2
02-27-0~ CHECK NUMBER 3960 73.8i 20~S~B.37
03-08-0~ PP ELEC BILL 167.00
03-08-0~ COMCAST CENTRAL CENTRAL PA 58.61 20,228.?9
03-22-0q AMICA NUTUAL INS. PREM. 2q,o0 19,692.73
CHECKS PAID SUMMARY
3960 02-27-0~ 75.8! 3961 02-26-0~ S6.66
NE UNDERSTAND THE IMPORTANCE OF MANAGING YOUR PERSONAL CREDIT. THE REST TIME TO TAKE CHARGE OF YOUR
CREDIT IS BEFORE YOU EVEN NEED ~T. GET YOUR E~UIFAX CREDIT REPORT AND FICO CREDIT SCORE BY VISITING
RHN.MANDTBANK.CON.
C ~ 1--~-8085 C2/2~/04
[ CODE CURRE~ '. YEaR TO DATE
56~0.00 MEDI 53.~E 53.~6
Fk~T~ 392, ~2 392 ~ ~ 2
H~MT 3~. ~C) ~6. ~0
OWH i o, oo 1 o. oo
Widener University
CURRENT I~ YEAR TO DATE
~]]"- ~,-,"""~ 0. O0 2; 8~2 o 9-"
C). O0
O. OC O. OCl O. O0 O. O~
,, ............... v,., .
! CODE CURRENT YEAR TO DATE
DESC RIFTION
Widener Universitg
~5
552C!,0C, MEDI B0o04 i33.40
FiCA 342.24 570.40
PSU] 4.97 B.28
HBMT 55,20 92,00
9,200.00
C) O0 4,-187 '-"
CI, C 0
O. O0 0 · O0 O. OC O. 0
Yiwa. p2Ln t
LOOK FOR US. WE'LL GET YOU THERE.
4/9/2004
MANCKE, WAGNER & SPREHA
2233 N FRONT ST
HARRISBURG PA 17110
The information which you requested on the account(s) of MICHAEL J NAVIN
(Social Security Number 041-34-8085) is/are as follows:
Account Number 20037416
Class of Account CHECKING
Date Opened 081895
Principal Balance 10286.07
Accrued Interest .97
Balance at Date of 10287.04
Death
Account Ownership SOLE
Name of Joint
Owner, if any
Date Ownership 081895
Was Established
Account Number
Class of Account
Date Opened
Principal Balance
Accrued Interest
Balance at Date of
Death
Account Ownership
Name o£ Joint
Owner, if any
Date Ownership
Was Established
90847836
CHECKING
060694
26314.43
25.64
26340.07
JTO
JOAN M
NAVIN
060694
Additional
Information
Requested
Sincerely, (
ERiN WATTS
SENIOR SERVICES REP.
RO. Box 1711, HARRISBURG, P6NNSYLVANIA 17105-1711
Effective Irmnediately
Please Send all
Attorney Letters
M&T Bank
Records Management
DE-MB-12
PO Box 900
Millsboro, DE 19966
Phone: (888) 502-4349
Fax: (302) 934-2955
Phone (888) 502.43a!9
Fax (3)2) 934~2955
April 16, 2004
Re: £state o£: Michael.Z Nm,in
Social Security: 04]-34-808~
Date of Death: February 26, 2004
Dear Mr. Mancke:
Per your inqu ry dated April 5, 2004, please be advised that at the time of death, the above-named decedent had on deposit
with lhis bank the following:
l . Type qf dccozmt
~4ccount Number
Ow.ership d, Vames
Opening Dale
Balance on Date of Death
Accrued Jnterest
CTlecking ,4cc ount
841935
Michael d
04,/24/87
S ! 3. ! 96166
$ 0.00
$13,196. 66
Please be advised there was no safe deposit box found tbr the above decedem.
For further account information, closures and/or reimbursement of funds, etc. please call the }ti~h Street, Carlisle
Office # 717-240-4536. ~
Sincerely,
Nancy CIagett
Records Management
PHOTOGRAPHS by Joan Navin
829 Wellington Drive
Carlisle, PA 17013
717 · 243 ° 6730
~ ,~oo
lO, 4'75
,~, ~&~ 000
~Oro~ Www. Kbb. co~
THIS IS NOT A TAX BILL
MAILING ~IATE: May 10, 2004
Property Type: R
Parcel Identifier:
04-22-0479-002.
Old A~e~.=.~--d Value 2004 New Assessed Value
(2000 Market x 100%) Market Value (2004 ;;,~,kui. x 100%)
'Land 45,000 45,000 45,000
Buildings 175,660 2 05,3 90
TOTAL 205,390
220,660 250,390 250,390
2004 Clean and Green Values
Land NOT NOT NOT
Buiklings APPLICABLE APPLICABLE
TOTAL APPLICABLE
Clean and Green values apply to some farm and forest land. Such values
become effective only upon application and approval. All applications must be
received by the Assessment Office by 4:30 p.m. on October 15, 2004. Those
oreviously approved for Clean and Green do not need to re-apply.
pennsy~vania ~aw requim$ that a~~ ma~ e$tate be va~ued as ~f the m~st recent c~unty-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 2OOO value (the "Pre-Deterrnined Ratio'). The new tax base year will be the Year2004. with the new assessed values
becoming effective forthe 2OOS tax year. The Pre~Deten'nined Ratio rornains at lO0%. Your new assessed value equals your
Year 2004 mad(et value
When the new 2004 tax base is determined after th~s 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 firat year after reassessmen!
(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 percent
(10%). The coun~y and the othertaxing bodies will make these decisions next year, and may choose not to increase overall
revenue. Of course, some individual's taxes will go up or down by more than those percentages. The essential point is that
an increase in 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 :~OROUGh, TOWNSHIP. OR SCHOOL DISTRICT IMPACT.
ESTIMATED COUNTY TAS( IMPACT: Current 2004 County mills = 2.352
Adjusted 2004 Coun=y mills = 2.138
$519 : 2004 County Tax BEFORE Reassessment.
S 535 : 2004 County Tax AFTER Reassessment.
I HI~ 15 NOT A TAX BILL
MAILING DATE: May 10 2004
Dis~Tict: 04 - CARLISLE SORe 3RD WRD
School..: CA~LISLE ABrA SD
Location:
147 S WEST STREET
LAND LESS THAN 1 ACRE
Land Size .... : .03 acres
Property T~pe: R
Residential Building
Parcel Identifier:
04-21-0320-255.
Old Assessed Value 2004 New Assessed Value
(2000 Market x 100%) Market Value (2004 Market x 100%)
Land 8,000 19,000 19,000
Buildings 59,670 49,960 49,960
TOTAL
67,670 68,960 68,960
2004 Clean and Green Values
Land NOT NOT NOT
Buildings APPLICABLE APPLICABLE APPLICABLE
TOTAL
Clean and Green values apply to some farm and forest land. Such values
become effective only upon application and approval. All applications must be
received by the Assessment Office by 4:30 p.m. on October 15, 2004. These
previously approved for Clean and Green do not need to re-apply.
Pennsy~vania ~aw requires that a~ rea~ estate be va~ued ~s ~f the m~st recent c~unty~wide masse$sment~ The last
reassessment, or tax base yean was 2000 Since the last massessment in 2000, properties have been assessed at 100% of
Year 2000 value (the "Pm-Determined Ratio"). The new tax base year will be the Year 2004, with the new assessed values
becomlng effective forthe 2OO5 tax year. The Pre-Deterrnined Ratio remalns at lO0%. Your new assessed value equale 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 percent
riO%). The county and the other taxing bodies will make these decisions next wean and may choose not to increase overall
revenue. Of course, some individual's taxes will go up or down by more than ~ose percentages. The essential point is that
an increase in market values does not necessarily mean a corresponding increase in taxes. Individual changes m
taxes will depend upon a specific proper[y'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 DISTRfCT ViPACT.
ESTIMATED COUNTY TAX IMPACT: Current 2004 County mills = 2.352
Adjusted 2004 County mills = 2. 138
$ 159 : 2004 County Tax BEFORE Reassessment.
$ 147 : 2004 County Tax AFTER Reassessment.
Statement of Estimated Seller's Costs
This form recommended and approved for, bat not restricted to, use by rneraber~ of lhe Greater Harrisburg Association of REALTORS~
The following estimate, showing the amounts to be paid, supersedes all previous agreements, oral or written, and is provided
so that the Seller will understand what costs will be deducted from the Gross Sale Price at the time of settlement.
1. Real Estate Commission _f__.~_% of $
3. Preparation of Deed .............................
4. NotaU Fees ..... . ........................ ....................................
5. Disbursement Fees/Settlement Fee ................................................. $.
6. rransa~on Fee .................... : ............................................
7. Wood Infestation Repo~ ......................................................... $.
8. Well Water An~ysis R~o~ ...................................................... $
9. Pdvate On-Lot Sewage System Inspection ~ ......................................... $.
10. Lead B~ed P~t ~sessment/Inspection ........................................... $.
11. Additional Inspections/Certifications (e.g., roof, structural, systems) .................. $.
12. Home W~anty Pt~ ............................................................
13. Municip~ Code Enforcement Inspection/Fees ....................
~4. Repairs ........................................................................ $-
15: Buyers Settlement/Closing Costs ..................................................
16. V~F~ T~ Escrow Se~ice Fee .................................................
17. V~FHA or Other Document Preparation ......................................... $'
18. ~ood Certification ...............................................................
19. Overnighf/~pw~ Mmi } nharge~ $ ~,~
20. Domestic Lien Search
21.
These are approximate figures. Exact figures will be provided at the time of settlement.
In addition, Seller agree to assist in financing in the amount of $~ -- ~ ('-~?' t ~-°~/2) V for years at % interest
with monthly payments of $
Based on the above figures, Seller hereby fully understand that they will net approxlmately$ from which deduction will be made
or credit given, as the ca~e may be, for payment of existing mortgage(s), judgment(s), prepayment penalty, satisfaction fee, escrow adjustment and any other
liens or encumbrances, tax or insurance adjustments, sewer, water, or rent adjustments, and any other items to which the parties agreed in their contract.
I/We hereby acknowledge receipt of a copy of this Statement of Estimated Sellers' Settlement Costs and approve the above Estimated charges.
WITNESS . - _ _ . SELLER:
x.x i T~r'Txrl:; ~ ~ SELLER:
DATE:
Estate Vaiuatzon
Michael J. Navin and
Joan M. Navin JTWROS
Shares Security
or Par Description High/AsK Low/Bid
2771.526 EVERGREEN HUN TR (300258613}
Hi TNCM MUN A
Muuual Fund ~as quotes by NASDAQ)
82/26/2004
8.79000 Mkt
Estate of: Michael J. Navin
Account: 6155-9765
Report Type: Date of Death
Number of Securities: ~
File iD: 61859765
Mean and/or Div and iht Security
Adjustments Accruals Value
8.790000 24,36!.71
Total Value:
Total Accrual: $24,361.71
March 19, 2004
Joan Nawn
829 WellingTon Drive
Carlisle, PA 17013-
Hoffman-Roth Funeral Home, Inc.
219 North Hanover Srr,.e,
Carlisle_ PA 1,0I~
(717)243-451 !
T~ae Funeral Servme for Michael Joseph Navm 14224-39
We sincerely appreciate the confidence you have placed ~n us and will connnue to assist you in every way we can. Please
t~el free to contact us if you have any quesfions in regard to this statement.
THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES. FACILITIES, AUTOMOTIVE EQUIPMENT,
AND MERCHANDISE THAT YOU SELECTED WHEN MAKiNG THE FLqNERAL ARRANGEMENTS.
OUR SERVICE:
CREMATION PACKAGE #3
.................... SI750.00
FACILITY, STAFF, EQUIPMENT
Visitation / Viewing (conducted at Funeral Home) $240.00 v.
FUNERAL HOME SERVICE CHARGES ............ $1990,00
SELECTED MERCHANDISE:
Visitor Register
THE C~S~' O'F (SU~ S~R'VI~E~, I~QI]III~MI~N4', ~,NI~ r~EI{CI~IA~ND}Si~ ' ' $2.5.00
THAT YOU HAVE SELECTED
............... $2015.00
Cash Advances
Newspaper Obituary Notice-Patriot News. $I 65.02
San Diego Tribune ................
....................... $379.95
Clergy Offering .......................... : ~25.00
Certified Copies of Death Certificate ;~60.00
Coroner Authorization Cremation Fee
.................. 525.00
TOTAL CASH ADVANCES AND SPECIAL CHARGES ........ $7S4.97
Total
Total Cost
.......................... $2769.97
TOTAL AMOUNT DUE $2769.97
This statement is net and payable in full within 30 days of receipt.
I I SERVICE RE-~a,Y DELIVERY i SALES ~ TOTAL !
DATE INVOICE NO/DESCRIPTION AMOUNT J CHARGE CHARGE CHARGE i TAX ! CHARGE
CREDITS
SALANCE
RECEIPT FOR PAYHENT
Cumberland Ceunty - Reqis~er Of Wills
Hanever and HiGh Stree~
Carlisle, PA 17013
Receipt Date:
Receipt Time:
Receipt No.:
3/23/2004
15:56:12
1036018
NAVIN MICHAEL J
Estate File Ne.:
Paid By Remarks:
2004 00281
HANCKE ET Ak
JA
Receipt Distribu~ien
Fee/Tex Descriptien
PETITION FOR PRO~A
SHORT CERTIFICATE
JCP FEE
Check# 2887
Total Received .........
Payment Amount
50.00
45.00
10.00
$zo5.oo
$1o5.oo
Payee Name
CUMBERLAND CO[INly GENERAL FUN
CUMBERLP~ND COUNTY GENEP~AL FUN
BUREAU 0F RECEIPTS & CNTR M.D
CUmBERLAnd-D LAW 30UP. NAL
~_ S CA~ISL[, r~
MAY 14~
Cumb~l~. :~nated b~ the ~er [or
· . and is 6es~
AssocxaUOn~ ~ ~ ,~m and the leg~ n
Michael 3. Na¥in, ESTATE
Legal advertisements must be received
paid in advance. Make all checks -a,,-,-, - .
CUMBERLAND LAW JOURNAL
32 SOUTH BEDFORD STREET
CARLISLE, PA 17013
MAY 14, 2004
Cumberland Law Journal is published every Friday by the Cumberland County Bar
Association and is designated by the Court of Common Pleas as the official legal publication for
Cumberland County and the legal newspaper for publication of legal notices.
TO:
John B. Manke, ESQUIRE
Michael J. Navin, ESTATE
Legal advertisements must be received by Friday Noon. All legal advertising must be
paid in advance. Make ail checks payable to: Cumberland Law Journal.
Advertisement inserted on following dates:
APRIL 30, MAY 7, 14, 2004
Advertising Cost $ 75.00
Proof of Publication $ 0.00
Second Proof Request $ 0.00
Payment Received $ 75.00
Total Amount Due
$ 0.00
Payment received APRIL 27, 2004
by Becky H. Morgenthal/Executive Director
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L. 1784
STATE OF PENNSYLVANIA :
:
COUNTY OF CUMBERLAND :
SS.
Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and
State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law
Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid,
was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
APRIL 30, MAY 7, 14, 2004
Affiant farther deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are tree.
I //'.
. .' Lisa Marie C~yne, Editor
SWORN TO AND SUBSCRIBED before me this
14 day of MAY 2004
Navin, Michael J., dec'd.
Late of the Borough of Carlisle,
Admlnistratrix: Joan M. Navin,
829 Wellington Drive, Carlisle, PA
]7013.
Attorneys: John B. Mancke, Es-
quire, Mancke, Wagner & Spreha.
2233 N. Front St., Harrisburg,
PA 17110.
NOTARIAL SEAL V
LOIS E. SNYDER, Notary Public
Carlisle Boro, Cumberland County
~mission Expires March 5, 2005
The Sentinel- Legal I
J 8882
MANCKE, WAGNER & SPREHA
Ad No. 263105
Navin Estate
129.47
8882
5/11/o4
RETAIN THIS PORTION FOR YOUR RECORDS
REMI~IANCE ADDRESS BILL TO
~ SENTINEL - LEGAL MANCKE, WAGNER HERSHEY & TULL~
P.O. BOX 130, CARLISLE, PA 17013
AD NUMBER I CLASS SALESPERSOh BILLING DATE LINES
263105I 10 PUBLIC NOTICES 28 05/05/04 36 * 2
AD DESCRIPTION START DATE STOP DATE
ADMINISTRATRIX NOTICE LETTER OF AD 04/21/04 05/05/04
PUBLICATION INSERTIONS RATE NEY AMOUNT GROSS AMOUNT
3 THE SENTINEL - LEGAL 3 LGL 123.12
TOTAL AD CHARGE 123.12
3 PROOF OF PUBLICATION 01PRF 6.35
DAYS RUN
PURCHASE OR°ER PAY THIS AMOUNT 129. 47 155.36*
Est. of M.Navin
* AFTER OG/04/04
MFSSAGE:
Thank you for advertising with The Sentinel.
Deadlines for in-column legal advertisements: Monday is Friday at
11 a.m.; Tuesday is Friday at 4 p.m.; Wednesday is Monday at 12 Noon;
Thursday is Tuesday at 12 Noon; Friday is Wednesday at 12 Noon; Sunday
is Thursday at 12 Noon.
If you have any questions regarding your Legal bill please call
Tammy Shoemaker 243-2611, ext 203.
Fax your legals to 243-3754, attention Tammy Shoemaker
You can also EMAIL your legal to Classified ads: ads@cumberlink.com.
Please send a cover letter including your name and address as an attachment
PROOF OF PUBLICATION
State of Pennsylvania, County of cumberland
Tammy ShoemakerL Customer Care Sales manager, of The Sentinel, of the County and
State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper
of general circulation ha the Borough of Carlisle, County and State aforesaid, was
established December 13% 1881, since which date THE SENTINEL has been regularly
issued ha said County, and that the printed notice or publication attached hereto is
exactly the same as was printed and published ha the regular editions and issues of
THE SENTINEL on the following date(s):
April 21,, 28, & May_5, 2004
COPY OF NOTICE OF PUBLICATION
ADMINtSTRATRIX NOTICE
Letter of Administration on the Estate of MICHAEL J.
NAVIN, late of the Borough of Carlisle, Cumberland
County, Pennsylvania, deceased, have been granted to
the undersigned.
All persons knowing themselves to be indebted to said
Estate will make payment immediately, and those
having claims will present them for settlement.
Joan M. Navin, Executrix
829 Wellington Drive
Carlisle, PA 17013
John B Mancke, Attorney
Mancke, Wagner & Spreha
2233 North Front Street
Harrisburg, PA 17110
Affiant further deposes that he/she is not
interested in the su~ect matter of the
aforesaid notice or advertisement, and that
all allegations in the foregoing statement
as to time, place and character of
pu~cation ar~ true.~, t, /]
Sworn to and subscribed before me this
05Iix day of M~ay, 2004
Notary Public
My commission expires:
NOTARIAL Sm
JACQUELINE M. WORLEY, Notar~ Public
Carlisle, Cumberland County
I My Commission Expires Jan. 10, 2005
3:ient Name: ~.k, ,, ~, ~_j.! k,,,~ ~,"~ Address:
Esta[e Valuation
Client Agreement
FA Name: Rep Number: Branch:
The undersignea ("C~ient") hereby retains Wacnevia Securities. LLC ~R'SLLC) to provide the Estate Va!uation Reset.
The Estate Valuation Repor~ provides historicai securities pocing as of a ~ar[icuiar Date of Death, specified by the Client.
WSLLC obtains this histoncei data from Estate Valuations and Pricing Systems. too. a comuany not related to WSLLC,
which in turn comeiies this information from a number of sources. WSLLC does not share ~s[omer information with
Estate Valuations and Pricing Systems, Inc. While we deem this informauon to be reliable, we do not warranW or
guarantee its accuracy. WSLLC assumes no responsibility for the accuracy or completeness of the information provided
by the Client including the Date of Death and the specific securities, which are valued. This service is not intended to
constitute legal or tax advice. You should consult with your tax professional and attorney to discuss estate settlement
and any legal matters.
The fee for this service is due at the time the request is made and is based on the number of secunties for which
valuation is requested. The fee is $1,55 Der security, with a minimum fee of $25. Please calculate the fee below and
include with your request. Please note the minimum fee for all other accounts, including those with no secunty positions.
is $25 and is due at the time the request is made.
x$1.55
Number of Secunties
Type of Account
Total Fee (minimum $25)
Total Fee (minimum $25)
Check for Fee Attached in the amount of $ __
Debit my Wachovia Checking/Savings Account
Account Number
in the amount ors
Debit GI.~ RC CO/SUB (Branch use only)
Required Required Required ?e
Aocemmodation Account
Client Signature Date Pdnt Name
Branch Manager/OSJ Pdncipat Signature
Received: (internal use only)
By Date
Retail Investment Group Date
Send Completed Request to:
Securities and Insurance Products:
Not Insured by FDIC or ANY
Federal Government A~enc¥
May Loss Value [ Not a Deposit or Guaranteed by a
Bank or Any Bank Affiliate.
Address:
Estate 'v'aiuat~on
Client Agreement
FA Name: Rep Number: Branch:
The undersigned ("C',ien¢) hereey retains Wachowa Securities, LLC ¢¢VSLLC) to provide the Estate Vaiuaticn Report.
The Estate Valuation Repor~ ~rovides rfistorical securities encmg as of a sardcutar Date of Death, specifie~ by the C~ieet.
WSLLC 3brains this historical data from Estate Valuations and Pricing Systems, Inc. a c~mpany not related to WSLLC,
winch ~n turn com:~iles this Jmormation from a numuer of sources. WSLLC does not share customer information with
Estate Valuations and Pddng Systems, inc. While we deem this information to be reliabie, we aa not warrenW or
guarantee its accuracy. WSLLC assumes no responsibility for the accuracy or completeness of the informauon provided
by the Client including the Date of Death and the specific securities, which are valued. This service is not intended to
constitute legal or tax advice, You should consult with your tax professional and attorney to discuss estate settlement
and any legal matters.
The fee for this service is due at the time the request is made and is based on the number of securities for which
valuation is requested. The fee is $1.55 per secunty, with a minimum fee of $25. Please calculate the fee below and
include with your request. Please note the minimum fee for all other accounts, including those with no security positions,
is $25 and is due at the time the request is made.
Number of Securities Total Fee (minimum $25)
Type of Account
Total Fee (minimum $25)
Check for Fee Attached in the amount of $ __
Debit my Wachovia CheckJng/Savings Account
Account Number
in the amount of $
Debit GL.~ RC CO/SUB (Branch use only)
Required Required Required , ?
Accommodation Account
Client Signature Date Pdnt Name
Branch Manager/OSJ Principal Signature
Received: (internal use only)
By Date
Retail Investment Group Date
Send Completed Request to:
Securities and Insurance Products:
Not Insured by FDIC or ANY
Federal Government Agency
May Lose Value
Not a Deposit or Guaranteed by a
Bank or Any Bani( Affiliate. ]
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENTOFREVENUE
BUREAU OFINDIVIDUAL TAXES
DEPT 280601
HARRISBURG PA 17128 0601
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REV 1162 EX(I~ 96)
NO. CD 004487
NAVIN JOAN M
829 WELLINGTON DRIVE
CARLISLE, PA 17013
ESTATE INFORMATION: SSN: 04134 8085
FILE NUMBER: 2104-0281
DECEDENT NAME: NAVIN MICHAEL J
DATE OF PAYMENT: 10/13/2004
POSTMARK DATE: 1 0/1 3/2004
COUNTY: CUMBERLAND
DATE OF DEATH: 02/26/2004
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $973.55
REMARKS: J NAVIN
TOTAL AMOUNT PAID:
$973.55
SEAL
CHECK# 1105
INITIALS: VZ
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
STATUS REPORT UNDER RUI,E 6.12
Name of Decedent: Michael J. Navin
Date of Death:
2/26/04
Will No . ACN 04129336
Admin. No. Pa. File No. 2104 0281
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
State whether administration of the estate is complete:
Yes No x
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete: Awaiting review by State Inheritance Tax
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal
accounts may be filed with the
may be att ~i~s report'
~ignatur~ _
John B. Mancke
Cerk of the Orphans' Court and
Date: 11/1/04
(MAH:rmf/AM3)
Name (Please type or print)
2233 N. Front St., Harrisburg, PA 17110
Address
I 7171 234-7051
Tel. No.
Capacity:
_ Personal Representative
x
~Counsel for personal
representative
BUREAU OF IND/VZDUAL TAXES
INHERITANCE TAX DIVISION
PO BOX 280601
HARRISBURG, PA 171ZB-0601
JOHN B HANCKE ESQ
ZZ$$ N FRONT ST
HBG
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSENENT, ALLONANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-1547 EX AFP (09-~)
PA.17110
DATE 1Z-IS-Z004
ESTATE OF NAVIN
DATE OF DEATH 02-26-2004
FILE NUHBER Z1 04-0281
COUNTY CUH~ERLAND
ACN 101
Amount Remitted
MICHAEL J
HAKE CHECK PAYABLE AND RENZT PAYHENT TO:
REGISTER OF WILLS
CUH~ERLAND CO COURT HOUSE
CARLISLE, PA 170I$
CUT ALONG TH'rS LINE ~-- RETA'rN LOWER PORTION FOR YOUR RECORDS ~
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF NAVIN HICNAEL J FILE NO. 21 04-0281 ACN 101 DATE 12-15-2004
TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED
RESERVATION CONCERN/NG FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
I Real Estate (Schedule A)
Stocks and Bonds (Schedule B)
$ Closely Held Stock/Partnership Interest (Schedule C)
Nortgages/Notes Receivable (Schedule D)
$ Cash/Bank Deposits/Nisc. Personal Property (Schedule E)
6 Jointly Owned Property (Schedule F)
7. Transfers (Schedule G)
8. Total Assets
APPROVED DEDUCTIONS AND EXEHPTZONS:
9. Funeral Expensas/Adm. Costs/Nisc. Expenses (Schedule H)
10. Debts/Hortgage Liabilities/Liens (Schedule Z)
11. Total Deductions
12. Net Value of Tax Return
(1) O0
(2)
(3)
(~)
($)
(6)
(7)
1Zz968.65
O0
O0
115~808 64
O0
40z114 89
(8)
(9).
8,138.70
(10) .00
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
15.
NOTE:
168,892.18
(11) 8.1S8.71]
(12) 160,755.48
Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13)
Nat Value of Estate Subject to Tax (lq)
If an assessment was issued previously, lines 14, 15 and/or 16, 17,
reflect figures that incZude the tote! of ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amount of Line 1~ at Spousal re~e
16. Amount of Line 1~ taxabZa at Lineal/Class A rate
17. Amount of Line 1~ at Sibling rata
18. Amount of Line 1~ taxable at Collateral/Class B ra~e
19. Principal Tax Due
TAX CREDITS:
PAYHENT K~C~/PT DZSCOUNT (+)
DATE NUHBER INTEREST/PEN PAID (-)
10-15-2004 CD004487 .00
.00
160,755.48
IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
18 and 19 wlll
(is) 159,118.96 x 00 = .00
(16) 21,654.52 x 045= 975.55
(17} . O0 x 1Z = .00
(18) .00 x 15 = .00
(19)= 973.55
AHOUNT PAID
975.55
TOTAL TAX CREDIT I 973.55
BALANCE OF TAX DUEl .00
~NTEREST AND PEN. .00
TOTAL DUE .00
( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.}
RESERVATION:
PURPOSE OF
NOTICE:
PAYMENT:
REFUND (CR):
OBJECTZONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decadents dying on or before December 1Z, 198Z -- if any future interest in the estate is transferred
in possession or enjoyment to Class B Ccollateral) beneficiaries of the decedent after the expiration of any estate for
lifo or for years, the Commonwealth hereby expressly reserves tho right to appraise and assess transfer Inheritance Taxes
at the la~ful Class B (collateral) rate on any such future interest.
To fulfill the requirements of Section 21fiO of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (7Z P.S.
Section 91qg).
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 NILLS, AGENT
A rotund of a tax credit, which was not requested on the Tax Return, may be requested by completing an
'Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available
online at ~ww.revenue.state.oa.us. any Register of Hills or Revenue District Office, or from the Department's
Z4-hour answering service for forms orders: 1-600-362-Z050; services for taxpayers with special hearing and/or
speaking needs: 1-800-~q7-3020 iTT
Any party in interest not satisfied aith the appraisment, allowance or disallowance of deductions or assessment of tax
(including discount or interest) as shown on this Notice may object within 60 days of the date of receipt of this notice
by filing one of tho following:
A) Protest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at
~.boardofappeals.state.pa.us on or before tho expiration of the sixty-day appeal period. In order for
an electronic protest to be valid, you must receive a confirmation number and processed date from the
Board of Appeals website. You may also send e written protest to PA Department of Revenue, Board of Appeals
P.O. Box 281021, Harrisburg, PA 17128-1011. Petitions may not be foxed.
B) Election to have the matter determined at the audit of the account of the personal representative.
C) Appeal to the Orphans' Court.
Factual errors discovered on this assessment should bo addressed in ~riting to: PA Department of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Box Z80601, Harrisburg, PA 17116-0601
Phone ¢717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-IS01) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (5Z) discount of
the tax paid is allowed.
The 1SI tax amnesty non-participation penalty is computed on tho total of tho tax and interest assessed, and not
paid before January 18, 1996, tho first day after tho end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in tho the same time period as you would appeal tho 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 (L) day from the date of
death, to the date of payment. Taxes Nhich became delinquent before January l, 1981 bear interest at tho rate of
six (6Z) percent per annum caLcuLated at a daily rate of .O0016q. Ali taxes which became delinquent on and after
January l, 1981 ~iLl bear interest at a rate Nhich Hill vary from calendar year to calendar year ~ith that rate
announced by the PA Department of Revenue. The applicable interest rates for 1981 through ZOOq are:
Interest Daily Interest Daily Intermst
Daily
Year Rate Factor Year Rate Factor Year Rate Factor
~ lOX .O005q8 ~)'~'6 - 1991 117, .000301 ~ 91 .O00Zq7
1983 167. .000438 1992 92 . O00Zq7 ZOOZ 61 .000164
1984 112 .000301 1993-199fi 72 .000192 Z003 52 .000137
1985 132 .000356 1995-1998 92 .000247 ZOOq 42 . O0011O
1986 lOZ .00027~ 1999 72 .000192
1987 I0Z .O00Z7q ZOO0 72 .000192
--Interest is calculated as follows:
INTEREST = BALANCE OF TAX UNPAID X NUI~BER OF DAYS DELIN~IUENT X DALLY INTEREST FACTOR
--Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days
beyond tho date of tho assessment. If payment is made after the interest computation date shown on the
Notice, additional interest must be calculated.
:-)
: IN THE COURT OF COMMON PLEAS
: CUMBERLAND COUNTY, PENNSYLVANIA
: FILE NO. 2104-0281
FAMILY AGREEMENT. WAMNG FlUNG OF ACCOUNT
IN RE: ESTATE OF MICHAEL J. NAVIN
4
This Agreement entered into this 6th day of July, 2005, by Joan M. Navin in her capacity as Executrix
under the will dated February 24, 2004 of Michael J. Navin, Deceased.
1. Michael J. Navin iDecedenf) died February 26, 2004, a resident of Cumberland County,
Pennsylvania, leaving a will dated February 24, 2004 (a copy of which is attached hereto and made a part
hereof).
2. Decedenfs will was admitted to probate by the Register of Wills of Cumber1and County on March
23, 2004, and letters testamentary were issued to Joan M. Navin as Executrix.
3. In his will, Decedent named his wife, Joan M. Navin, as the sole beneficiary.
4. The Execubix advertised the grant of letters Testamentary, prepared and filed a Pennsylvania
Inheritance Tax Retum and federal and state income tax retums and paid the appropriate taxes thereon.
5. The Execubix has paid the general legatee and all the taxes, debts and expenses of the estate
known to her and she has no knowledge of any unpaid claims, absolute or contingent, which may be asserted
against the estate nor does she have any reason to believe there are any such claims.
6. Net assets of the estate have been distributed to Joan M. Navin, the beneficiary named in the
will.
7. Joan M. Navin as Execubix desires that this Family Agreement make unnecessary the filing of
an accounting in the Orphans' Court Division of the Court of Common Pleas of Cumber1and County.
NOW THEREFORE, intending to be legally bound, Joan M. Navin does hereby:
1. Waive the fling of an account of the administration of the estate in any court;
2. Warrant that Joan M. Navin is the sole beneficiary named in the will;
3. Warrant that the undersigned knows of no outstanding and unsatisfied claims against the estate;
4. Absolutely and irrevocably release and discharge the Executrix, and her heirs, personal
representatives, successors and assigns of an from any and all actions, liabilities, claims and demands relating
in any way to their administration of the estate and distribution in accordance with the informal account and
5. Agree to indemnify and hold harmless, the Executrix, and her heirs, personal representatives,
successors and assigns, from and against any claims,liabHities,1oss Of expense (including costs and counsel
fees) arising from any cause whatsoever, which the Executrix may incur as a result of the administration of the
estate and its distribution in accordance with this agreement including, but not limited to, any liability for any
federal estate taxes, Pennsylvania Inheritance tax Of any other death taxes, and any federal or Pennsylvania
income taxes, and Pennsylvania personal property taxes, together with any interest and costs incidental
thereto, relating in any way to the estate and also including, but not limited to, any assets received or payments
or distributions made by reason of any negligence Of mistake of law or fact.
Dated: 1/010/05
I /
-1 '.T;l\~)
II ,~ 1
.' 'I .
.' !C\,,~)fl \~~;uT,,'~)
f?: ' 1>>,:It j~ )
Jo M. NaVin, Benefici
rP~ , /J1, 1;m~
.loa . Navin, Executrix
STATUS REPORT UNDER RULE 6.12
Name 0 f Decedent: Michael J. Navin
Date of Death: 2/26/04
Will No.
ACN 04129336
Admin. No. Pa. File No. 2104 0281
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
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 X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accoun s may be filed with the
Cerk of the Orphans' Court and may be a-tached to this report.
Date:
9/8/05
\.<../'"
John B Mancke
Name (Please type or print)
2233 N. Front Street, Harrisburg, PA 17110
Address
( )
Tel. No.
717-234-7051
Capacity:
Personal Representative
~counsel for personal
representative
(MAH:rmf/AM3)
Q;Q