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Home My WebLink About03-0323Estate of Also known as Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS SPURGEON E. EDMISTON NO. _.-~!"~___~" ~ ~ , Deceased Social Security No. 717-09-5648 ............... ~/!'J: JEAN H. DIEMLER), DONALD E. EDMISTON and VICKI K. WELKER Petitioners, who are18 years of age or older, applyfor: ~L~]I. ~/~ ~'l(. ~C(~' (COMPLETE "A" OR "B' BELOW:) A. Probate and Grant of Letters and aver that Petitioners are the executors named in the Last Will of the Decedent, dated June 10, 1998 and codicil(s) dated Decedent's wife, EIva H. Edmiston was named as Executrix, however, she predeased her husband, havinq died in October of 2000 State relevant circumstances, e.g. renunciation, death of Executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not to victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (d.b.n.c.ta.: pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence COMPLETE IN ALL CASES:(Attach additional sheets if necessary). Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 808 Center Street, East Pennsboro Township, Cumberland County, Pennsylvania (List street, number and municipality) Decedent, then (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ..................................................................... $ (If not domiciled in PA) Personal property in Pennsylvania ..................................... $ (If not domiciled in PA) Personal property in County .................................................... $ Value of real estate in Pennsylvania ...................................................................................................................... $ 80,000.00 Total ......................................................................................................... $ 170,000.00 Real Estate situated as follows: Residential Property located at 808 Center Street, East Pennsboro Township, Cumberland County, PA 87 years of age, died March 19, 2003, at Holy Spirit Hospital, East Pennsboro Township, Cumberland County, Penna. 90,000.00 Wherefore, Petitioners respectfully request the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence JEAN H. DIEMLER ~'1 lC 1610 Miller Road )hin, PA 17018 DONALD E. EDMISTON 806 Center Street Enola, PA 17025 VICKI K. WELKER 64 Oliver Road Enola, PA 17025 Oath of Personal Representatives Commonwealth of Pennsylvania County of Cumberland Sworn to and affirmed and subscribed Before methis 11th day of The Petitioners above-named swear and affirm that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioners and that, as personal representatives of the Decedent, Petitioners will well and truly administer the estate according to law, April .,2003 DONALD E. EDMISTON VICKI K. WELKER Donna M. Otto,lst Deputy No. 21-20Q~-323 Estate of SPURGEON E. EDMISTON , Deceased Social Security No: 7!7-09-5648 Date of Death: March 19, 2003 AND NOW, A?--i '1 11 th ,2003, in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters [] Testamentary of Administration - . d.b.r~c.t.a,; pendente~lite:_durante absentia; durante minoritate are hereby granted to JFAN H. D!MEL-ER ~_/kJ2 JEAN H. DIEMLER, DONALD E. EDMISTON and VlCKI K. WELKER in the above estate and that the instrument dated June 10, 1998 described in the Petition be admitted to probate and filed of record as the last Will of the Decedent. FEES $ 235.00 Letters ........................... Short Certific'~tle~) $ 30.00 Renunciation .............. $ Affidavit ( ) .................. $ Extra Pages (5) ....... $ 15.00 Codicil ............................ $ JCP Fee ....................... $ 10,00 Inventory ...................... $ Other .............................. $ TOTAL ......... $ 290.00 Register of Wills Donna NJ. O~to,~'~' 'Deputy Attorney: JERRY R. DUFFLE I.D. No: 09601 Address: Johnson, Duffie, Stewart & Weidner, 301 Market Street, P.O. Box 109, Lemoyne, PA 17043- Telephone: 717-761-4540 MAILED LE~I~NS TO ATTORNEYON 4/11/2003 21-2003-323 OF SPURGEON E. EDMISTON I, SPURGEON E. EDMISTON, of East Pennsboro Township, Cumberland County, Pennsylvania, declare this to be my last wi!! and revoke ~n¥ will previously made by me. I direct that all my legal debts and funeral expenses, including my gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I bequeath my household goods, automobiles and other tangible personalty of a like nature (not including cash or securities), together with any insurance thereon, to my wife, ELVA H. EDMISTON. Should my wife, ELVA H. EDMISTON, predecease me, then I bequeath such items of tangible personalty, together with any insurance thereon, to my children, JEAN H. DIEMLER, DONALD E. EDMISTON and VlCKI K. WELKER, and my granddaughter, DEBORAH ALEJANDRE, to be divided among them by my Executor, with due regard for their personal preferences, in as nearly equal shares as practical. In the event that any of my children or my granddaughter shall predecease me, then I direct that said items of tangible personal property shall be distributed by my Executor among my surviving children or granddaughter, as applicable. 011122-00001/June 10, 1998/JRD/MAM/108322 III. I devise and bequeath the residue of my estate, of every nature and wherever situate to my wife, ELVA H. EDMISTON. IV. Should my wife, ELVA H. EDMISTON, predecease me, I devise and bequeath the residue of my estate, of every nature and wherever situate, in four (4) equal shares to my children, JEAN H. DIEMLER, DONALD E. EDMISTON and VICKI K. WELKER, and my granddaughter, DEBORAH ALEJANDRE. Should any of my children, JEAN H. DIEMLER, DONALD E. EDMISTON or VlCKI K. WELKER, or my granddaughter, DEBORAH ALEJANDRE, predecease me, then I devise and bequeath his or her share to his or her then living issue, per stirpes, and in default of said issue, said share shall be added to and distributed to the share of the surviving residuary legatees or his or her then living issue, per stirpes, as applicable. Should my wife, ELVA H. EDMISTON, predecease me, I direct that my son, DONALD E. EDMISTON, shall be and is granted the option to pumhase real estate municipally known as 808 Center Street, Enola (East Pennsboro Township), Cumberland County, Pennsylvania, to include the improvements erected thereon. My son, DONALD E. EDMISTON, shall have the dght to purchase said real estate for a period of one hundred twenty (120) calendar days after my date of death. I direct that my Co-Executor shall, within sixty (60) calendar days from the date of my death, obtain an appraisal with respect to said estate and shall make a copy of the appraisal available to my son, DONALD E. EDMISTON. My son, DONALD E. EDMISTON, shall have the right and option [o purchase said real estate for ~.he appraised fair market value as set forth in the appraisal provided, however, that my son, DONALD E. EDMISTON, shall provide written notice to the other Co-Executor within one hundred twenty (120) calendar days from the date of my death that my son desires to purchase said real estate for the appraised fair market value. If my son elects to exercise the option to purchase said real estate, then the purchase pdce shall be paid, in full, within one hundred eighty (180) calendar days from the date of my death provided, however, that my son shall be entitled to use his portion of the residuary estate as part of the purchase price. 2 011122-00001/June 10, 1998/J RD/MAM/108322 VI. Should any issue entitled to a share of my estate not have attained the age of twenty-one (21) at the time of distribution to him or her, I devise and bequeath his or her share to DAUPHIN DEPOSIT BANK AND TRUST COMPANY, IN SEPARATE TRUST, to hold, manage, invest and reinvest the shares so received and accumulation of income thereon, to use and apply the income and principal, or so much thereof, at Trustee's discretion, as may be necessary or appropriate for such issue's support and education (including trade school and college education, both graduate and undergraduate) without regard for his or her parents' ability to provide for such support or education, or to make payments for these purposes, without further responsibility, to such issue or such issue's parent or to any person taking care of such issue. Any principal or income not so applied shall be distributed to such issue absolutely when he or she attains the age of twenty-one (21) years. If he or she dies before attaining the age of twenty-one (21) years, the Trust shall terminate and such share shall be distributed to his or her personal representative. VII. The interest to the beneficiaries herein shall not be subject to anticipation or voluntary or involuntary alienation. VIII. I direct that all taxes may be assessed in consequence of my death in whatever nature and whatever jurisdiction imposed shall be paid from my residuary estate as part of the expense of the administration of my estate. IX. I appoint my wife, ELVA H. EDMISTON, Executrix o1: this, my Last Will. Should my wife, ELVA H. EDMISTON, fail to qualify or cease to act as Executrix, I appoint my children, JEAN H. DIEMLER, DONALD E. EDMISTON and VlCKI K. WELKER, Co-Executors of this, my Last Will. I direct that my Executrix, Trustee, or their successors, shall not be required to post bond for faithful performance of their duties in any jurisdiction. 3 011122-00001/June 10, 1998~RD/MAM/108322 IN WITNESSWHEREOF, I have hemunto set my hand and sealthis 'z~- ,1998. /O-'~ day of SRILIRG~N S. EDMISTON Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence and in the presence of each other have hereunto subscribed our names as witness. 4 011122-00001/June 10, 1998~RD/MAM/108322 ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF BA-t:SPHIN :SS: I, SPURGEON E. EDMISTON, Testator, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. SI~UR(3~N E. EDMISTON Sworn or affirmed to and acknowledged before me, by SPURGEON E. EDMISTON, the Testator, this ~ %'~O('day of ~ ,1998. Nota~-P~Jblic ~ (SEAL) My commission expires: NOTARIAL SEAL DIANNE LENIG, Notary Public Lem0yne Borough Cumberland C0. _My Commission Expires Dec. 21, 2001 5 011122-00001/June 10, 1998~RD/MAM/108322 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :SS: We, '~.,.,,...,,~ ~ ~ and ~ '~,, ",r,~.,~....~ , the witnesses whose~names are signed to the foregoing instrument, being duly qualifie~cording to law, do depose and say that we were present and saw the Testator sign and execute the foregoing instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the headng and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator was at that time at least 18 years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by ~ and ~, ~ , witnesses,% this ,1998. 1 <~O~,, day of · ~~ ~,..,..~ "~-,~,~--.~-., (SEAL) Notary Public ~ t,.~' My commission expires: I- NOTARIAL SEAL DIANNE LENIG, Notary Public Lemoyne Borough Cumberland Co. --My Commission Expires Dec. 21, 2001 OF SPURGEON E. EEMISTON JOHNSON, DUFFIE, STEWART & WEIDNER ATTORNEYS AT LAW LEMOYNE, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: SPURGEON E. EDMISTON Date of Death: Wi#No. 2003-00323 March 19th, 2003 To the Register: I certify that notice of estate administration as required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following testate and intestate beneficiaries of the above-captioned estate on April 24, 2003. Name JEAN H. DIEMLER a/k/a JEAN H. DIMELER DONALD. E. EDMISTON VICKI K. WELKER DEBORAH ALEJANDRE Address 1610 Miller Road RD #1 Dauphin, PA 17018 806 Center Road Enola, PA 17025 64 Oliver Road Enola, PA 17025 551 Walton Street Lemoyne, PA 17043 Notice has now been given to all persons entitled thereto~l~~pt: .N~o~ne. Date: April 24, 2003 Signature Name f J ,~.DUFFIE z~ohnson, Duffie, Stewart & Weidner Address 301 Market Street P.O. Box 109 Lemoyne, PA 17043-0109 Telephone (717) 761-4540 Capacity: Personal Representative X Counsel for personal representative JERRY R. DUFFIE RICHARD W. STEWART C. ROY WEIDNER, JR. EDMUND G. MYERS DAVID W. DELUCE RALPH H. WRIGHT, JR. DAVID J. LANZA MARK C. DUFFIE MELISSA PEEL GREEVY MICHAEL J. CASSIDY ROBERT M. WALKER LAW OFFICES JOHNSON, DUFFLE, STEWART & WEIDNER A Professional Corporation 301 MARKET STREET P. O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 W'EBSITE: www.jdsw, com TELEPHONE 717-761-4540 FACSIMILE 717-761-3015 E-MAIL mail@jdsw, com HORACE A. JOHNSON COUNSEL TO THE FIRM E'MAIL dlw@jdsw.com June 19, 2003 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 ATTN: CHERYL Re~ Estate of Spurgeon E. Edmiston SSN: 717-09-5648 File No. 21-01J-0323 Our File No. 11122-1 Dear Register: Enclosed please find Estate Check No. 1007 in the amount of $10,000.00. This payment represents the three-month prepayment in order to qualify for the discount. The decedent died on March 19, 2003. Please provide a receipt along with the enclosed copy of this correspondence, time stamped and returned in the enclosed self-addressed stamped envelope. Should you have any questions, or require any additional information, please feel free to contact the undersigned. Very truly yours, CC' #215028 Donald E. Edmiston, Co-Executor Jean H. Dimeler, Co-Executor Vicki K. Welker, Co-Executor Dana L. Wieseman Legal Assistant LAW OFFICES JOHNSON, DUFFIE, STEWART g WEIDNER 301 MARKET STREET P. O. BOX 109 LEMOYNE, PENNSYLVANIA 1704~3-0109 c':, ~ ~ .. '?.' ~ t~o Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 ATTN: CHERYL 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 002713 DUFFLE JERRY R ESQUIRE ATTN: DANA 301 MARKET STREET PO BOX 109 LEMOYNE, PA 17043-0109 ........ fold ESTATE INFORMATION: SSN: 717-09-5648 FILE NUMBER: 2103-0323 DECEDENT NAME: EDMISTON SPURGEON E DATE OF PAYMENT: 06/20/2003 POSTMARK DATE: 06/1 9/2003 COUNTY: CUMBERLAND DATE OF DEATH: 03/19/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $10,000.00 TOTAL AMOUNT PAID: $10,000.00 REMARKS: DONALD E EDMISTON C/O JERRY R DUFFLE ATTN: DANA SEAL CHECK//1007 INITIALS: CW RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS 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 003570 DUFFLE JERRY R 301 MARKET ST P O BOX 109 LEMOYNE, PA 17043-0109 fold ESTATE INFORMATION: SSN: 717-09-5648 FILE NUMBER: 21 03-0323 DECEDENT NAME: EDMISTON SPURGEON E DATE OF PAYMENT: 02/1 7/2004 POSTMARK DATE: 02/1 3/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/19/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $2,551.83 REMARKS: TOTAL AMOUNT PAID: RECIEVED OF DONALD EDMISTON IN C/O JERRY DUFFLE ESQ $2,551.83 SEAL CHECK//1037 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS REV- 1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21-03-0323 COUNTYCODE YEAR NUMBER D E C E D E N T DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) EDMISTON SPURGEON E. CAPB HpRL EpIO cRAC KOTK ES Co" T A X c o M T I O DATE OF DEATH (MM-DD-YEAR) t DATE OF BIRTH (MM-DD-YEAR) 03/19/2003 I 03/13/1916 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) 1. OriglnaIReturn 2. Supplemental Return 4. Limited Estate 4a. Future Interest Compromise (date of death after 12-12-82) 5. Decedent Died Testate 7. Decedent Maintained a Living Trust · (Attach copy of Will) (Attach copy of Trust) ['---] 9. LltlgatlonProceeds Received--I I 10. Spousal PovertyCredlt (date of death between 12-31-91 and 1-1-95) SOCIAL SECURITY NUMBER 717-09-5648 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER NAME Jerry R. Duffie H (al,ate,of .d~e a.t ~h 3, Remaleder Return prmr~o 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch O) FIRM NAME (If Applicable) Johnson, Duffle, Stewart & Weidner TELEPHONE NUMBER 717/761-4540 1. Real Estate (Schedule A) (1) 120,000. __ I~ 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or (3) Non, l, Sole-Proprietorship 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 Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) COMPLETE MAILING ADDRESS P. O. Box 109 301 Market Street Lemoyne, PA l?0~t~109 o Non~ 132,788.1~ None 65,461.50 (8) 318,249.60 (9) 15,188.13 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 12,801.27 11. Total Deductions (total Lines 9 & 10) (11) 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) 14. Net Value Subiect to Tax (Line 12 minus Line 13) (14) 27 ~ 989.40 290,260.20 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) X .0 0 (15) 16. Amount of Line 14 taxable at lineal rate 290,260.20 X .0 45 (15) 17. Amount of Line 14 taxable at sibling rate X .12 (17) 18. Amount of Line 14 taxable at collateral rate X .15 (18) 19. Tax Due (19) 290,260.20 0.00 13 , 061.71 0.00 0.00 13,061.71 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 808 Center Street CITY Enola STATE ?^ ZIP 17025 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 10 , 000.00 526.32 13,061.71 Interest/Penalty if applicable D. Interest E. Penalty 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. .(SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SD) 10,526.32 0.00 0.00 2,535.39 16.44 2,551.83 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? ................................ [~ E~] 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 perjury, 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 Donald E. EDMISTON DATE - ~ .... 806 Center Street ~G~TURE O~R~PARE~Rt~N R~PRESENTATIVE// / / Jonson., Duffie., Stewart & Weidner DATE / I~ / / P.O. Box 109 F~ dates of death on or after July 1, 1994 and before Janua~ 1, 1995, the ~x rate imposed on the net value of transfers to or for the use of the ~urviving spouse is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after Janua~ 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 statuto~ requirements for disclosure of assets and filing a tax return are still applicable even E the surviving spouse is the on~ beneficial. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twen~-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 ~x 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. 91~S(aX1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(aX1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common w~h the decedent, whether by blood or adoption. Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) ADDITIONAL Personal Representatives Estate of SPURGEON E. EDMISTON SS# 717-09-5648 03/19/2003 ********************************************************* Under penalties of perjury, the undersigned declare that they have examined this return, including accompanying schedules and statements, and to the best of their knowledge and belief, it is true, correct and complete. Signature Name Address Line 1 Address Line 2 City, State, Zip Jean H. DIMELER 1610 Miller Road RD #1 Dauphin, PA 17018 Date Signature Name Address Line 1 Address Line 2 City, State, Zip Date Vickt K. WELKER 64 Oliver Road Enola, PA 17025 RE~- 1502 EX + SCHEDULE A COMMONWEALTH OF PENNSYLVANIA REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER SPURGEON E. EDMISTON SS~/ 717-09-5648 03/19/2003 21-03-0323 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledc~s of the relevant facts. Real property which is )ointly-owned with right of survivorship must be disclosed on Schedule F. ITEM DESCRIPTION VALUE AT DATE NUMBER OF DEATH 1Lot No. 3, Center Street, Enola, East Pennsboro Township, Cumberland County, PA. Tax Parcel No. 09-16-1052-003 (Part of). Filed 'in Deed Book N, Vol. 14, Page 80. Property sold October 30, 2003. A copy of the Settlement Sheet is attached. 2 Residence located at 808 Center Street, Enola, East Pennsboro Township, Cumberland County, PA. Tax Parcel No. 09-16-1052-003 (Part of). Filed in Deed Book N, Vol. 14, Page 80. Property sold on December 31, 2003. A copy of the Settlement Sheet is attached. 40,000.00 80,000.00 TOTAL (Also enter on line 1, Recapitulation) 120,000.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, inc. Form REV-1502 EX (Rev. 1-97! REV- 1508 EX + (1-g7) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SPURGEON E. EDMISTON SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SS# 717-09-5648 03/19/2003 FILE NUMBER 21-03-0323 include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ' ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2 .9 10 11 12 13 2002 Federal Individual Income Tax Return Refund Allfirst Certificate of Deposit /13 Month/ 1.690000% Account No. 80000002219732 Accrued income on item 2 through date of death Allfirst Realtionship with Interest Checking Account No. 0950269839 Accrued income on item 3 through date of death Allfirst Money Fund Alt. Account No. 0950270151 Accrued income on item 4 through date of death Allfirst Bank Reimbursement to Estate Comcast Financial Agency Corp. Refund on Account Ferryboat Campsites Refund received for deposit on Camp Site Liberty Mutual Insurance Comany - Refund on Dodge Ram Wagon Insurance Liberty Mutual Insurance Group Refund for Homeowners Insurance Lot No. 3, Center Street, Enola, East Pennsboro Township, Cumberland County, PA. Tax Parcel No. 09-16-1052-003 (Part of). Filed in Deed Book N. Vol. 14, Page 80. Property sold on October 30, 2003. Reimbursement at Closing of Taxes paid. A copy of the Settlement Sheet is attached. PNC Bank Checking Account No. 5002102548 Accrued income on item 11 through date of death PNC Bank Savings Account No. 5003147633 Accrued income on item 12 through date of death Residence located at 808 Center Street, Enola, East Pennsboro Township, Cumberland County. PA. Tax Parcel No. 09-16-1052-003 (Part of) Filed in Deed Book N, Volume 14, page 80. Property sold on December 31, 2003. - Reimbursement at Closing of Taxes paid. A Total of Continuation Schedule(s) TOTAL (Also enter on line 5, Recapitulation) 551.00 57,343.73 39.83 4,198.10 0.17 26,459.01 1.58 17.50 14.36 295.00 271.00 443.00 120.82 18,396.89 3.92 10,115.15 3.63 499.21 14,014.20 i$ 132,788.10 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. Estate of: SPURGEON E. EDMISTON Soc Sec #: 717-09-5648 Date of Death: 03/19/2003 Continuation of Schedule E (Cash, Bank Deposits & Miscellaneous Personal Property) Item Description Value at Date of Death 14 15 16 17 18 19 copy of the Settlement Sheet is attached. 1989 Corsair Travel Trailer 1996 Dodge Ram Wagon Cemetery Plot at Woodlawn Cemetery, Harrisburg, PA Personal Property Appraised and sold at auction by Chuck Bricker Auction held on 5/19/2003. Appraisal attached Final Bethlehem Steele Pension Payment made payable to the Estate U.S. Railroad Retirement Board - Final Payment on Retirement Account made payable to the Estate. 4,000.00 7,000.00 450.00 1,524.50 53.00 986.70 14,014.20 REV-tS,0 EX+It-971 SCHEDULE G INTER-VIVOS TRANSFERS & COMMONWEALTH OF PENNSYLVANIA INHERITANCETAXRETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT ESTATE OF FILE NUMBER SPURGEON E. EDMISTON SS~'~ 717-09-5648 03/19/2003 21-03-0323 This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY % OF ITEM INCLUDETHE NAMEOFTHETRANSFEREE. THEIR DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE RELATIONSHIP TO DECEDENT AND THE DATE OF TRANSFER. NUMBER ATTACH A COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST 0 F APPLICABLE) 1 Glenbrook Advantage Plus 13,542.99 13,542.99 Annuity Beneficiary: Donald E. Edmiston, Son 2 PNC Bank Certificate of 54,832.82 100.00% 3,000.0¢ 51,832.82 Deposit Account Account No. 31500230058 Joint account held with Donald E. Edmiston. Account opened on June 24, 2002 therefore entire amount taxable with Exclus ion allowed. PNC Certificate of Deposit 85.69 100.007. 85.69 Accrued income on item 3 through date of death TOTAL (Also enter on line 7, Recap!tulation) $ 65,461.50 (If more space is needed, insert additional sheets of the same s~ze) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1510 EX (Rev. 1-97) REV- 1511 EX * (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER SPURGEON E. EDMISTON SS~ 717-09-5648 03/19/2003 21-03-0323 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 4o 2 3 FUNERAL EXPENSES: Donation made to Church for Funeral Services Rice Memorial Works - Cemetery Inscription ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State __ Zip Year(s) Commission Paid: Attorney's Fees Johnson, Duffie, Stewart & Weidner Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address C~y Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Chuck Bricker, Auctioneer Property Clauser Real Estate Appraisals State Zip Appraisal of Decedent's Personal Cumberland County Register of Wills Office Filing Fees for Inheritance Tax Return ($15.00) and Inventory ($19.00) Personal Property Appraised by Chuck Bricker Costs from Auction held on 5/19/2003 The Cumberland Law Journal - Cost for Notice of Estate Total of Continuation Schedule(s) 500.00 95.00 13,000.00 290.00 155.00 60.00 295.00 34.00 420.00 75.00 264.13 TOTAL (Also enter on line 9, Recapitulation) $ 15, '188. '13 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-971 Estate of: SPURGEON E. EDMISTON Soc Sec #: 717-09-5648 Date of Death: 03/19/103 Continuation of Schedule H-B5 (Accountant's Fees) Item Description Amount H&R Block - Preparation of 2002 Individual Taxes 155.00 155.00 Estate of: SPURGEON E. EDMISTON Soc Sec #: 717-09-5648 Date of Death: 03/19/2003 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount Administration 6 The Patriot News Cost for Notice of Estate Administration 7 The Paxton Herald - Costs for advertisements of Crave Plots 8 Woodlawn Cemetery - Costs for transfer of Ownership of Crave plot 165.13 4.00 95.00 264.13 REV- 151Z EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SPURGEON E. EDMISTON SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SS# 717-09-5648 03/19/2003 FILENUMBER 21-03-0323 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 Alicia D. Stine, Treasurer - 2003-2004 Real Estate Tax Allfirst Bank Fee Derr's Trash hauling - Removal of freezer from Residence East Pennsboro Township Sewer Payments F.M. Oppel Oil Company Ken Cook, Plumbing Services at Residence Liberty Mutual Insurance Group - Homeowner's Insurance Lot No. 3, Center Street, Enola, East Pennsboro Township, Cumberland County, Pennsylvania. Tax Parcel No. 09-16-1052-003 (Part of). Lot sold on October 30, 2003. A copy of the Settlement Sheet is attached to this Return Settlement Charges Pennsylvania American Water Company Pennsylvania Power & Light Postage paid for the benefit of Decedent's Taxes Residence located at 808 Center Street, Enola, East Pennsboro Township, Cumberland County. Filed in Deed Book N, Volume 14, page 80. (Part of). Residence sold on December 31, 2003. - A copy of the Settlement Sheet is attached to this Return. Settlement Charges Shipley Energy Spirit Physician Services The Patriot News - Advertisement of Tangible Property The Home Depot - Costs for flooring due to water damage in Residence Thermostat for Residence Verizon Telephone Company West Shore Pathology - Final invoice for medical services prior 990.28 31.50 50.00 187.84 241.73 45.60 644.00 3,904.00 173.51 167.16 5.02 5,919.60 260.10 53.00 31.00 50.36 26.00 12.68 7.89 0.00 TOTAL (Also enter on line 10, Recapitulation) $ 12,801.27 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV'-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SPURGEON E. EDMISTON SS~; NUMBER 2 4 II. SCHEDULE J BENEFICIARIES 717- 09- 5648 03/19/2003 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [Include outright s~usal distributions, and tran~ers under Sec. 91 l~a)(l.Z)] Deborah Alejandre 449 Skyline Road New Cumberland, PA 17070 Jean H. Deimler 1610 Miller Road Dauphin, PA 17018 Donald E. Edmiston 808 Center Street Enola, PA 17025 Vtcki K. Welker 64 Oliver Road Enola, PA 17025 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Granddaughter Daughter Son Daughter FILE NUMBER 21-03-0323 AMOUNT OR SHARE OF ESTATE 1/4th of Entire Estate 1/4th of Entire Estate 1/4th of Entire Estate 1/4th of Entire Estate ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0 . 00 (If more space is needed, insert additional sheets of the same size) Copyrlgh.t (c) ZOOO form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) LISTING OF EXHIBITS FOR ESTATE OF SPURGEON E. EDMISTON EXHIBIT A Last Will and Testament of Spurgeon E. Edmiston signed and dated on June It)tn, 1998. EXHIBIT B Copy of Correspondence sent to Department of Revenue, Inheritance Tax Division, Attn: John Murphy regarding an extension for the filing of the Return. This correspondence was sent and is on file (vith the Department of Revenue EXHIBIT C Settlement Sheet for Sale of Lot No. 3, Center Street, East Pennsboro Township, Cumberland County, PA. Property sold on October 30, 2003. EXHIBIT D Settlement Sheet for Sale of Residence located at 808 Center Street, East Pennsboro Township, Cumberland County, PA. Property sold on December 31, 2003. :224385 EXHIBIT A OF SPURGEON E. EDMISTON I, SPURGEON E. EDMISTON, of East Pennsboro Township, Cumberland County, Pennsylvania, declare this to be mY last will and revoke any will previously made by me. I direct that all my legal debts and funeral expenses, including my gravemarker and all expenses of my last illness, shall be paid from my residuary estate as soon as practicable after my decease as a part of the expense of the administration of my estate. II. I bequeath my household goods, automobiles and other tangible personalty of a like nature (not including cash or securities), together with any insurance thereon, to my wife, ELVA H. EDMISTON. Should my wife, ELVA H. EDMISTON, predecease me, then I bequeath such items of tangible personalty, together with any insurance thereon, to my children, JEAN H. DIEMLER, DONALD E. EDMISTON and VlCKI K. WELKER, and my granddaughter, DEBORAH ALEJANDRE, to be divided among them by my Executor, with due regard for their personal preferences, in as nearly equal shares as practical. In the event that any of my children or my granddaughter shall predecease me, then I direct that said items of tangible personal property shall be distributed by my Executor among my surviving children or granddaughter, as applicable. III. I devise and bequeath the residue of my estate, of every nature and wherever situate to my wife, ELVA H. EDMISTON. IV. Should my wife, ELVA H. EDMISTON, predecease me, I devise and bequeath the residue of my eState, of every nature and wherever situate, in four (4) equal shares to my children, JEAN H. DIEMLER, DONALD E. EDMISTON and VICKI K. WELKER, and my granddaughter, DEBORAH ALEJANDRE. Should any of my children, JEAN H. DIEMLER, DONALD E. EDMISTON or VlCKI K. WELKER, or my granddaughter, DEBORAH ALEJANDRE, predecease me, then I devise and bequeath his or her share to his or her then living issue, per stirpes, and in default of said issue, said share shall be added to and distributed to the share of the surviving residuary legatees or his or her then living issue, per stirpes, as applicable. Should my wife, ELVA H. EDMISTON, predecease me, I direct that my son, DONALD E. EDMISTON, shall be and is granted the option to purchase real estate municipally known as 808 Center Street, Enola (East Pennsboro Township), Cumberland County, Pennsylvania, to include the improvements erected thereon. My son, DONALD E. EDMISTON, shall have the right to purchase said real estate for a period of one hundred twenty (120) calendar days after my date of death. I direct that my Co-Executor shall, within sixty (60) calendar days from the date of my death, obtain an appraisal with respect to said estate and shall make a copy of the appraisal available to my son, DONALD E. EDMISTON. My son, DONALD E. EDMISTON, shall have the right and option to purchase said .mai estate forthe appraised fair'market value as set forth in the appraisal provided, however, that my son, DONALD E. EDMISTON, shall provide written notice to the other Co-Executor within one hundred twenty (120) calendar days from the date of my death that my son desires to purchase said real estate for the appraised fair market value. If my son elects to exercise the option to purchase said real estate, then the purchase price shall be paid, in full, within one hundred eighty (180) calendar days from the date of my death provided, however, that my son shall be entitled to use his portion of the residuary estate as part of the purchase price. 2 Should any issue entitled to a share of my estate not have attained the age of twenty-one (21) at the time of distribution to him or her, I devise and bequeath his or her share to DAUPHIN DEPOSIT BANK AND TRUST COMPANY, IN SEPARATE TRUST, to hold, manage, invest and reinvest the shares so received and accumulation of income thereon, to use and apply the income and principal, or so much thereof, at Trustee's discretion, as may be necessary or appropriate for such issue's support and education (including trade school and college education, both graduate and undergraduate) without regard for his or her parents' ability to provide for such support or education, or to make payments for these purposes, without further responsibility, to such issue or such issue's parent or to any person taking care of such issue. Any principal or income not so applied shall be distributed to such issue absolutely when he or she attains the age of twenty-one (21) years. If he or she dies before attaining the age of twenty-one (21) years, the Trust shall terminate and such share shall be distributed to his or her personal representative. VII. The interest to the beneficiaries herein shall not be subject to anticipation or voluntary or involuntary alienation. VIII. I direct that all taxes may be assessed in consequence of my death in whatever nature and whatever jurisdiction imposed shall be paid from my residuary estate as part of the expense of the administration of my estate. IX. I appoint my wife, ELVA H. EDMISTON, Executrix of this, my Last Will. Should my wife, ELVA H. EDMISTON, fail to qualify or cease to act as Executrix, I appoint my children, JEAN H. DIEMLER, DONALD E. EDMISTON and VlCKI K. WELKER, Co-Executors of this, my Last Will. I direct that my Executrix, Trustee, or their successors, shall not be required to post bond for faithful performance of their duties in any jurisdiction. 3 IN WITNESS WHEREOF, I have hereunto set my hand and seal this . ,1998. /O-(.,~ day of EAL) Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence and in the presence of each other have hereunto subscribed our names as witness. 4 ACKNOWLEDGEMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF BA-I:JPHIN :SS: I, SPURGEON E. EDMISTON, Testator, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. SI~UR(3~F.~N E. EDMISTON Swom or affirmed to and acknowledged before me, by SPURGEON E. EDMISTON, the Testator, this ~ %'3J('flay of ~ ,1998· ~"~_,,,.....~ ~ (SEAL) Nota~-Public ~ ~.~" My commission expires: NOTARIAL SEAL DIANNE LENIG, Notary Public Lemoyne Borough Cumberland Co. My Commission Expires~Oec. 21, 2001 5 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :SS: We, ~,~,,~ ~ ~ and ~ ~,.-~c,c,'~'-*~...~ , the witnesses whose names are signed to the foregoing instrument, being duly qualifie rding to law, do depose and say that we were present and saw the Testator sign and execute the foregoing instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the headng and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator was at that time at least 18 Years of age, of sound mind and under no constraint or undue influence. Swom or affirmed to and subscribed to before me by and ~ '~._, , --..<-,~ .~.~ ,1998. witnesses, this 1<~~'~ day of Notary Public '~,~L,'~.--..--. (SEAL) My commission expires: J NOTARIAL SEAL DIANNE LENIG, Notary Public Lem0yne Borough Cumberland C0. __My Commission Expires Dec. 21, 2001 6 EXHIBIT B JERRY R. DUFFIE RICHARD V~. STEWART C. ROY WEIDNER, JR. EDMUND G. MYEICS DAVID W. DELUCE RALPH H. WRIGHT, JR. DAVID j. LANZA MARK C. DUFFIE MELISSA PEEL GREEVY MICHAEL J. CASSIDY ROBERT M. WALKER LAW OFFICES JOHNSON, DUFFIE, STEWART WEIDNER A Professional Corporation 301 MARKET STREET P. O. BOX 109 LEMOYNE, PENN SYLVANIA 17043-0109 ~Y/EBSITE: www.jdsw, com TELEPHONE 717.761-4540 FACSIMILE 717-761-3015 EoMAIL mailO.idsw, corn HORACE A. JOHNfON COUNSEL TO THE FIRM E'MAIL jrd@jdsw.com November 17, 2003 Department of Revenue Bureau of Individual Taxes Inheritance Tax Division 'P.O. Box 280601 Harrisburg, PA 17128-0601 ATTN: JOHN 1VI-URPHY Inheritance Tax Division Estate of Spurgeon E. Edmiston PA File No. 21-03-0323 Dear Sir: This firm represents Donald E. Edmiston, Vicki K. Welker and Jean H. Dimeler, Co- Executors for the Estate of Spurgeon E. Edmiston. Mr. Edmiston died on March 19, 2003. On December 19, 2003 the Inheritance tax Return for the Estate is to be filed. We request a six (6) month extension of time to file the Inheritance Tax Return. As of the date of this correspondence, the Estate has been unable to sell the decedent's Residence. We ask that you please indicate your approval of this request in due course via fax at (717) 761- 3015. Very truly yours, JOHNSON, DUFFIE, STEWART & WEIDNER dlw:221045 cc: Donald E. Edm. iston, Co-~xecutor Vicki K. Welker, Co-Executor Jean H. Dimeler, Co-Executor EXHIBIT C A. Settlement Statement u.s. Depertment of Housing I~, Tree of Loan and Urban Develoot sent OMB No. 2502-0265 I. DFHA 2. (']FmHA 3. 0Conv. Unias. [ 6. File Number I 7. Loan Number I S. Mortgage Insunmce Case Number 4. i-IrA S. Dco.v. las, I $g~-26:~ I I This tom1 I~ lumina lo glva you a ~ of askJII letllnent c~ An~uetl pl~ to i~ ~ ~ ~1 ~ sm l~. C. Note: Items marked "(p.o.c.)' were paid outside ~he closing; Ilmy are she,mt bern for InfmmalM~ perp~ee~ ami m ~ ~ ~ ~e ~. WARNING: It i$a c~ima to knmVmgly make false slalmneflls to lite Unlt~l Stat# De Ihl~ m* aRy othm' Mmlll teem. P~alUe~ upon D. NAME OF BORROWER: W.E.B. Coatmcti~g, Inc. ADDRESS: E. NAME OF SELLER: Estate et' Spurg¢on ~E~mlston ADDRESS: F. NAME OF LENDER: NON-AP?L[C3J~LE ~DDRESS: G. PROPERTY ADDRESS: Lot 3. Harvey M. Sbuler. Fast Para,shore Tw~.. Cumberland Co.. PA H. SETTLEMENT AGENT: The Sentinel Agency LLC PLACEOF SETTLEMENT: 2146 North Second Street. Harrisbum. PA 17110 L $1~T'rLEMENT DATE: 10/30/2003 ,J, SUMMARy QF [IORROWER'S TRANSACTION: K. SUMMARY OF SELLER'S TRANSACTION: 100. (gROSS AMOUNT DUE FROM BORROWER 400. GROSS AMOUNT DUE TO SELLER: 101. Contract sales nrice 40.000.00 401_ Contractuleaorlee 40.000.00 1Q~]. ~ettlement chames to borrower tline 1400~ 933.50 104. 404, 105, Adjustments for Items ~aid bv seller n advance Adluatments for items naid bv seller n advance 107 Countvtaxea 10/30/03t012/3'1/03 ?o31 407. Countvta~ea 10/30/03to12/31/03 7.31 lOS. ScheolTaxes 10/30/03to06/30/04 113.51 408. SchoolTaxas 10/30/03to06/30/04 113.51 109. 409. 110. 't10. 111. 411. 112. 412, 120, GROSS AMOUNT DUE FROM BORROWER 4,1,054.32 420. GROSS AMOUNT DUE TO SELLER: a, 0,120.82 200. AMOUNTS PAID BY OR ON BEHALF OF BeRt :eWER 500. REDUCTIONS IN AMOUNT DUE TO SELLER 201. D~r~it or earnest malay ' 1,000.00 501. Exce~ 202. Prtnclmai amount of new loans 502. Selflement charoes to ~elier dine 14~ffi 3,9 0~, · 0 0 203. Exls0no Ioan~s'l taken subtect to 50:3. Exlsfln~ 204. 504. Pmmff ~f Fbat Mortoa=e Loan 20[i, 505_ Payoff of Second Merlaaae Loan 206. 207. ~07. 20~. 509. Adjustments for Items unoaid bv sell ;r Adiustments for items unoald bv selh ~r ~10. Cltv/town taxes ~10. C;Ihdtown taxes 211. Gountvtaxes §11. GO.ntvtaxes 212. School Taxes S12. School Taxes 21a. 513. 214. 514. 215. 515. 216. ~1§, 217. [}17. 21~. ~le. 219. §18. ~20. TOTAL PAID BY/FOR BORROWER 1., 0 0 0.0 0 520. TOTAL REDUCTION AMOUNT DUE SFLLFR 3 ~ ~0a` . O0 ~0O. CASH AT SETTLEMENT FROM OR TO BORROWER 500. CASH AT SETTLEMENT TO OR FROM SELLER :~01. Gross amount clue from bon'ower fline 1201 41 · 0 5 a~. 3 9 601. ~02. Less amounts maid by/for bnrl~wer (line 220! 1,0 0 0 o 0 0 602. Less reduction amount due seller (line ~2Q) 3 r ~ 0 4 · 0 0 303. CASH FROM BORROWER a, 0,0Sa, .3:2 603. CASH TO SELLER 36r 23.& .82 SUBSTITUTE FORM 1099 SELLER STATEMENT: The inf0~malion containad herein is knportanl lax information and is being fumlshed to the internal Revenue SELLER(S) NEW MAILING ADDRESS: TifleExpress Settlement System Printed 10/29/2003 at 15:44 REV. HUD- 1 (3/86) U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT File Number:. S26-26~ SE3-rLEMENT STATEMENT L. SETTLEMENT CHAR(~I=~ PAID FROM PAID FROM 700. TOTAL SALES/BROKER'S COMMISSION h~,.d on mice $4 0 r 0 0 O. 0 0 · 8. ? S 0 - 3 t S0 0.0 0 BORROWER'S SELLER'S Division af eemmlaslon lilac 700) es follows: FU NDe AT FUNDS AT 701. $ 3~,500.00 to Cetq:,a,.-'y 21 ~':l.l~:Loae=:L SETTLEMENT SETTLEMENT 702_ $ 703. Commluion said at R*,,m.m.n! 3 800. ITEMS PAYASLE IN CONNECTION WITH LOAN 801. Loan Orlolnefloq Fee 802. Loan Discount 803. Am~ml~l Faa 807. Assumeflon Fee itO8. 809. 811. 900. ITEMS REOUIRED BY LENDER TO BE PAID IN ADVANCE 901. Irdemat From to ~S /dav 902. Morteaee Insurance Premium ~r 903. Hazard Insurance Premium for 1000. RESERVES DEPOSITED WITH LENDEI~ FOR 1001. Hazard Insurance mo. ~ $ 1002. Mortaaae Iflaumnee mo. ~ s /mo 1003. City Pmoedv Taxes mo. ~ S /mo 1004. County Pmoerlv Taxes mo. I~ S 3 · 53 /mo 1005. ~eh~ol Taxes ma. ~ S 14 o 0 9 /mo 1009. Acx~maMe Analysis Adlustment 1100, TITLE CHARGES 1101. Serdement or closin~ fee 1102. Abstract orittle search 1104. Title insurance biqdor 1106. Noter~Fees to CZl~'k 2.00 &.O0 1107. AffflmaVs fees to ;ohnlon;Du££ter B~uart & #e~dne= ' (POC) (includes shove items No: Deed Prep. 1108. Tlitelnsumncq ~ The Sent:Lnel Agency Lr-c 492.50 1109. Lender's Covem~ $ 1110. Ownm"s Covemoe $ 40t000,00 - 1111. 1112. 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201. Reeordin~ Fees Deed $ 'a 9.00 : Mortises $ : Relea~ $ 3 9 · 00 1202. CitvlCountv texlsta mos Deed $~00 · 00 : Mortises ~; 400.00 1203. State Tax/statues Deed $~00 · 00 : Mo~'taaee $ ~00o00 1205. 1300. ADDITIONAL SETTLEMENT CHARGE~ t301. Survey 1302. Pest lasoecflon 1303. 1304. 1305. 1306. 1307. 1308. 1400. TOTAL SETTLEMENT CHARGES tenter on lines 103. Section J end ~02. ~ectterl ~) 933,50 3 ~ 904,00 Settlement Agent Date WARNING: it is a cdme to knowingly make false statements to the Un ed States on this or an other sfmilar form. Penalties upon convicUon cart include a fine and impdsonmenL For details see: Title 18 U. $. Code Section 1~01 and Section 1010. TitlcExpress Settlement System Printed 10/29/2003 at 15:44 REV. HUD-] (3/86) EXHIBIT D OMB NO. 2502-0265 ~'~ .:~!'~ ~ -.-'~PE OF LOAN: U.S. DEPARTMENT OF HOUSING & URBAN~DEVELOPMENT 1.I--]FHA 2.1-]FmHA 3. X~'(~ONV. UNINS. 4. [:]VA 5. r-'~OONV. INS. 6. FILE NUMBER: J 7. LOAN NUMBER: SETTLEMENT STATEMENT ,-1813 8. MORTGAGE INS CASE NUMBER: C. NOTE: This fo~rn ia fumtehed to give you a ~tatament of actual sa~isment coa~. Amounte paid to and by 818 ssUtement agent n shown. Items marked '[POC]' were paid out. de lhe ctos~ng; ifley are shovm here for in~'metlonal purpoee$ and are not included in the totals. D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: : F. NAME AND ADDRESS OF LENDER: Dale S. Radel and Estate of Spurgeon E. Edmlston GMAC Morlgage Corporation Susan W. Radel Five Greentree Center, Suite 112 808 Center Street Marlton, NJ 08053 Enola, PA 17025 G. PROPERTY LOCATION: H. SE'PI'LEMENT AGENT: 23-2484354 I. SE']-R. EMENT DATE: 808 Center Street Francis M. So~a, Esquire Enola, PA 17025 December 30, 2003 Cumberland County, Pennsylvania PLACE OF SETI'LEMENT 2201 No~h Second Street Herfisbu~g, PA 17110 J. SUMMARY OF BORROWER'S TR.N~SACT]ON_ K. SUMMARY OF SELLER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER: 101. Con~act Selee Price 8Or000.00 401. Contract Sales Price 80,000.00 102. Personal Pn:)pert7 402. Personal Property 103. Settlement Chaise to Borrower (Erie 1400) 3,062.32 403. 104. 404. 105. 405. Adjustrnenta For Items Paid B~/ Seller in advance Ad/u~mente For Itame Paid By Seller in advance 106. CltyTax to 406. Clb/Tax to 107. County Taxes 12/30/03 to 01/01/04 1.38 407. County Taxes 12/30/03 to 01/01/04/ 1.36 108. SchoolTax 12/30/03 to 07/01/04 497.85 ,408. SchoolTax 12/30/03 to 07/01/04 497.86 109. 409. 110. 410. 111. 411. 112. 412. 120. GROSS AMOUNT DUE FROM BORROWER 83,561.83 420. GROSS AMOUNT DUE TO SELLER 80,499.21 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 860. REDUCTIONS IN AMOUNT DUE TO 201. Deposit or earnest money 1,000.00 501. Excess Deposit (See Ioatruc~ons) 202. Princtpal Amount of New Loan(s) 82,400.00' 502. SetSementChar~esto Seller(Line 1400) 5,919.60 203. E3dsting loan(s) taken subject to 503. Existing loan(s) teken subject to 204. 504. Payoff of first Mortgage 205. 505. Payoff of second Morlgage 206. 207. 507. (De~t dish. as proceeds) 208. 508. 209. 509. Ad/usmmnts For Items Unpaid By Seller Adjustments For Iteme Unpaid By Seller !210. CitTTax to 510. CltTTax to 211. Count~ Taxes to 511. County Taxes to 212. School Tax to 512. School Tax to 213. 813. 214. 514. 215. 515. 216. 516. 217. 517. 218. 518. 219. 519. 220. TOTAL PAID BY/FOR BORROWER 83,400.00 520. TOTAL REDUCTION AMOUNT DUE SELLER 5,919.60 300. CASH AT SETTLEMENT FROM/TO BORROWER: 600. CASH AT SETTLEMENT TO/FROM SELLER: 301. Gross Amount Due From Borrower (Line 120) 83,581.53 601. Gross Amount Due To Seller (Line 420) 80,499.21 302. Less Amount Paid By/For Borrower (Line 220) 83,400.0( 602. La~ Reduc~ona Due Seller (Line 520) 5,919.6( 303. CASH( X FROM) ( TO)BORROWER 161.53 603. CASH( X TO) ( FROM)SELLER 74,579.61 The undersigned hereby acknowledge receipt of a completed copy of pages 1 &2 of this statement & any attacJnments referred to herein. ;: L SE'I'TLEMENT CHARGES ..... 700. TOTALCOMMISSlONBeeadonPflns ',: $ 80,000.00 ~ 8.0000% 4,800.~v. PAiD.OM P,,~D~o~ Division of commisSiOn (fine 700) as Follows: ~:~R. ow~J~'s SELLER'S 70'1. $ 2,425.00 to Century 21 Plscione~ ~NDS AT FUNDS AT 702. $ 2,375.00 to RE/MAX Realty Assodatos, Inc. SE'm. EME~T SE'Tn.E~ENT 703. Commission Paid at Settlement 4,800.00 704. to Note: Line 701 Inctudes Ad~nstment of 25.00 For Note: Erie 702 Includes Adjuggnent of -25.00 For 800. ITEMS PAYABLE IN CONNECTION WITH LOAN 801. Loan Ofl~[linstion Fee % to GMAC Mor~a~le Coqx~'ation $824.00 POC-L 802. Loan Dlsuount % to 803. Appraieel Fee to 804. Credit Report to 805. Lender's Inspection Fee to 808. Mortgage Ins, App. Fee to 807. Assumption Fee to 808. Tax Sendca Fee to GMAC Morlgage Corporation 85.00! 809. Application Fee GMAC Mortgage Corporation $325.00 POC 810. Flood Cert. Fee to GMAC Mortgage Corporation 17.00 811. Doc. Prep. Fee to GMAC Mortgage Corporation 260.00 812. Flood Cart - Life of Loan to GMAC Mortgage Corporation 2.00 813. 814. 815. 810. 817. 818. 819. 820. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE 901. Interest From 12/30/03 to 01/01/04 ~ $ 14.6700001day ( 2 days %) 29.34 902. Mortgage Insurance Premium for months to 903. Hazard Insurance Premium for 1.0 7ears to 904. 905. 100n. RESERVES DEPOSITED WTrH LENDER 1001. Hazard Insurance 3.0~0 months I~ $ 26.33 per month 78.99 1002. Morlgagelnsurance months ~ $ per month 1003. CityTex months I~ $ per month 1004. CountyTaxea 11,000 months ~ $ 20.75 per month 228.25 1005. SchoolTex 7.000 months ~ $ 82.52 per month 577.64 1006. months ~ $ per month 1007. months ~) $ Der month 1008. AGGREGATE ADJUSTMENT months ~ $ per month -293.65 t'100. TITLE CHARGES ~1101. Setttement or Closing Fee to 1102. Trap~,.~eJlnr~ Fee to RE/MAX ReeltyAmmctatee, Inc. 125.00 1103. Title Examination to 1104. Title Insurance Binder to 1105. Document Preparation to Jerry R. Duffle, Escluira Deed - N/C 1106. NoterTFeen to Cash 20.00 8.00 1107, Attorney's Fees to (includes above item number~' ) 1108. Title Insurance to Francis M. ~ocha~ F~,=q-ire 756.75 (In~u~_ e.~ above item numbe~: ) 1109. Lender's Coverage $ 82,400.00 756.75 1110. Owner's Coverage $ 80,000.00 1111. Endomements 100/300/8.1 to Francis M. Socha, ESCluire 150.00 1112. Closing Service Letter to Lawyers Title insurance Company 35.0~ 1115. Service Fee to Century 21 Plsdonefl 195.00 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES 1201, Recording Fees: Deed $ 50.50; Mortgage $ 100.50; Releases $ 151.00 1202. City/County Tax/Stamps: Deerl 800.00; Mort~/age 800.00 1203. State Tax/Stamps: Revenue Stamps 800.00: Mortcjage 800.00 1204. 1205. 1300. ADDITIONAl. BETT~ FMI=NT CHARGES Register of Wills of CUMBERLAND County, Pennsylvania INVENTORY Estate of. SPURGEON E. EDMISTON Also known as ~Deceased No. 2003-00323 Date of Death:_ 03/19/2003 Social Secudty No.. 717-09-5648 Name of Attorney: I.D. No.: Address: Donald E. EDMISTON Jean H. DIMELER and Vicki K. WELKER Personal Representatives of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation place opposite each item of said Inventory represent its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside the Commonwealth of Pennsylvania except that which appears in a memorandum at t.h. end of this Inventory. We vedfy that the statements made in this Inventory are tree and correct. We under~Od that false stateme~ herein are made Subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsificatio~;i~thoriti P.erso.na Representative. ~" "'m ' ' Jerry R. Duffle /SI i"'/~ STO J~an Hi~ ~.SI , Johnson, Duffle, Stewart & Weidner 301 Market Street, P.O. Box 109 Lemoyne, PA 17043 Telephone: (717) 76%4540 Vicki K. WELKER Address: 806 Center Street Enola, PA 17025 Telephone:_ {'717) 732-2846 Dated:~ Description Value (See continuation pages attached) Total: J; 252.788.10_ NOTE: the Memorandum of real estate outside of the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Estate of: Date of Death: County: INVENTORY SPURGEON E. EDMISTON 03/19/2003 Cumberland CASH: 2002 Federal Individual Income Tax Return Refund Allfirst Certificate of Deposit /13 Month/ 1.690000X Account No. 80000002219732 Accrued income through date of death Allfirst Realtionship with Interest Checking Account No. 0950269839 Accrued income through date of death Allfirst Money Fund Alt. Account No. 0950270151 Accrued income through date of death Allfirst Bank Reimbursement to Estate Comcast Financial Agency Corp. Refund on Account Ferryboat Campsites - Refund Final Bethlehem Steele Pension Payment made payable to the Estate 551.00 57,343.73 39.83 4,198.10 0.17 26,459.01 1.58 17.50 14.36 295.00 53.00 -1- Liberty Mutual Insurance Comany - Refund on Dodge Ram Wagon Insurance Liberty Mutual Insurance Group Refund for Homeowners Insurance Reimbursement at Closing of Taxes paid on Lot No. 3 PNC Bank Checking Account No. 5002102548 Accrued income through date of death PNC Bank Savings Account No. 5003147633 Accrued income through date of death Reimbursement to Estate for taxes paid on Residence U.S. Railroad Retirement Board - Final Payment made payable to the Estate. 271.00 443.00 120.82 18,396.89 3.92 10,115.15 3.63 499.21 986.70 PERSONAL PROPERTY: 1989 Corsair Travel Trailer 1996 Dodge Ram Wagon Cemetery Plot at Woodlawn Cemetery, 'Harrisburg, PA Personal Property Appraised and sold at auction. 4,000.00 7,000.00 450.00 1,524.50 119,813.60 12,974.50 -2- REAL ESTATE/PA: Lot No. 3, Center Street, Enola, East Pennsboro Township, Cumberland County, Pennsylvania. Residence located at 808 Center Street, Enola, East Pennsboro Township, Cumberland County, PA 40,000.00 80,000.00 TOTAL RECEIPTS OF PRINCIPAL ............... 120,000.00 252,788.10 -3- JERRY R. DUFFLE RICHARD W. STEWART C. ROY WEIDNER, JR. EDMUND G. MYERS DAVID W. DELUCE RALPH H. WRIGHT, JR. MARK C. DUFFLE MICHAEL J. CASSIDY MELISSA PEEL GREEVY ROBERT M. WALKER WADE D. MANLEY LAW OFFICES JOHNSON, DUFFLE, STEWART A Professional Corporation 301 MARKET STREET P.O. BOX 109 Re..x;~r;::~' LEMOYNE, PENNSYLVANIA 170~-01.09 WEBSITE: www.[dsw.eom HORACE A. JOHNSON COUNSEL TO THE FIRM TELEPHONETIT-7614540 '04 MAR-5 P12:32 FACSIMILE 717-761-3015 E-MAlL: mail~jdsw.eom Cul,'qbc~ i:., _:: ,:¢ Wi~.ER'S EXT. NO. 114 E-~L dlw~jdsw.com March 4, 2004 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Dear Register: Estate of Spurgeon E. Edmiston File No. 2003-00323 Enclosed please find Estate Check No. 1041 in the amount of $35.00 representing the additional probate fees for the above referenced Estate. Should you have any questions, or require any additional information, please feel free to contact the undersigned. :22 Very truly yours, JOHNSON, DUFFIE, STEWART & WEIDNER Dana L. Wieseman Legal Assistant JERRY R. DUFFLE RICHARD W. STEWART C. ROY WEIDNER, JR. EDMUND G. MYERS DAVID W. DELUCE RALPH H. WRIGHT, JR. MARK C. DUFFIE MICHAEL J. CASS1DY MELISSA PEEL GREEVY ROBERT M. WALKER WADE D. MANLEY LAW OFFICES JOHNSON, DUFFIE, STEWART & WEIDNER A Professional Corporation 301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 WEBSITE: www.idsw.com HORACE A. JOHNSON COUNSEL TO THE FIRM TELEPHONE 717-761-4540 FACSIMILE 717-761-3015 E-MAIL: mail~jdsw.com WRITER'S EXT. NO. 114 E-MAIL dlw@jdsw.com March 1 O, 2004 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Dear Register: Estate of Spurgeon E. Edmiston SSN: 717-09-5648 File No. 2003-00323 Our File No. 11122-1 Enclosed please find a Stares Report for the above referenced Estate. Should you have any questions, or require any additional information, please feel free to contact the undersigned. Very truly yours, JOHNSON, DUFFIE, STEWART & WEIDNER Dana L. Wieseman Legal Assistant c: Donald E. Edmiston, Co-Executor Vick/,,K. Welk,er, Co-Executrix '?~ ~.? Jean~. Dimei~, Co-Executrix :225445:, ~ :. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Will No. SPURGEON E. EDMISTON MARCH 19, 2003 21-03-323 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rule, 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 No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 6 MONTHS 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: Co parties of interest? Did the personal representative state an account informally to the Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: March 10, 2004 EWART & WEIDNER 301 Market Street P.O. Box 109 Lemoyne, PA 17043 (717) 761-4540 Capacity: ~Personal Representative (x) Counsel for Personal Representative BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISTON DEPT. 280601 HARRISBURG, PA 17128-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISENENT, ALLO#ANCE OR DISALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX JERRY R DUFFIE '04 APR-5 P3:05 JOHNSON ETAL PO BOX 109 C,:i?~ REV-1;~7 EX AFP (01-05) DATE 04-05-2004 ESTATE OF EDHISTON SPURGEON E DATE OF DEATH 05-19-2005 FILE NUHBER 21 05-0525 COUNTY CUHBERLAND ACN 101 Amount Remitted HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR ESTATE OF EDHISTON DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX SPURGEON E FILE NO. 21 05-0525 ACN 101 DATE 04-05-2004 TAX RETURN NAS: (X) ACCEPTED AS FILED RESERVATTON CONCERNING FUTURE INTEREST - SEE REVERSE ( ) CHAN6ED APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rea/ Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Interest (Schedule C) ($) 4. Nortgagas/Notes Receivable (Schedule D) (4). $. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7). 8. Total Assets APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funer&l Expensas/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule Z) (10) 11. Total Deductions 12. Net Value of Tax Return 120~000.00 .00 .00 .00 152t788.10 .00 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax Payment. 65t461.50 (s) 518,249.60 15,188.15 15. 14. NOTE ASSESSHENT OF TAX: 15. Amount of Line 14 at Spousal rate (IS).. 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 17. Amount of Line 14 at Sibling rate (17) 18. Amount of Line 14 taxable at Collateral/Class B rata (18) 19. Principal Tax Due 12~801.27 (11) . 27.989.40 290,260.20 526.52 16.44- IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. TAX CREDITS: PAYNENT / RECETPT DATE NUHBER 06-19-2005 CD002715 02-15-2004 CD005570 · O0 X O0 = . O0 290,260.20 X 045= 15,061.71 · O0 x 12 = . O0 · 00 x 15 = .00 (19)= 15,061.71 ANOUNT PAID 10,000.00 2,551.85 TOTAL TAX CREDIT BALANCE OF TAX DUEJ INTEREST AND PEN. TOTAL DUE 15,061.71 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYNENT TS REQUTRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS. ) DISCOUNT (+) INTEREST/PEN PAID (-) (12) Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0 Net Value of Estate SubSact to Tax (14) 290,260.20 If an assessment ~as issued previously, lines 14, 15 and/or 16, 17, 18 and 19 ~ill reflect flgures that include the total of .ALL returns assessed to date. RESERVATION: Estates of decedents dying on or before December 1Z, 198Z -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of tho decedent after the expiration of any estate for lite or for years, the CommonNealth hereby expressly reserves the right to appraise and assess transfer inheritance Taxes at the laaful Class B (collateral) rate on any such futura interest. PURPOSE OF NOTICE: To RJlfill the requirements cf Section ZI~O of the Inheritance and Estate Tax Act, Act Z5 of ZOO0. (7Z P.S. Section 9140). PAYNENT: Detach the top portion of this Notice and submit ~ith your payment to the Rag[star of Wills printed on the reverse side. --Hake check or money order payabla to: REGISTER OF N[LLSj AGENT REFUND (CR): A refund of a tax credit, ~hich Has not requested on the Tax Return, may bs requested by completing an "Application for Refund of Pennsylvania inheritance and Estate Tax" (REV-I3XS). Applications ara available at the Office of the Register of Wills~ any of the Z3 Revenue District Offices, or by calling the spec[a[ E~-hour ans~sring service for forms ordering: 1-800-56Z-ZO~g~ ssrvicss for taxpayers aith special hearing and / or speaking needs: 1-800-6~7-50Z0 (TT only). OBJECTIONS= Any party in interest not satisfied ~ith the appraisement, allo~ance~ or disallowance of deductions, or assessment of tax (including discount or interest) as sho~n on this Notice must object ~ithin sixty (60) days of receipt of this Notice by: --mritten protest to the PA Department of Revenue, Soard of Appeals, Dept. ZalOZI~ Harrisburg, PA 171Za-lOZI, OR --election to have the matter determined at audit of tho account of the personal represantative, OR --appeal to the Orphans' Court. ADH/W- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in ~riting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assassaant Ravie~ Unit, Dspt. Za0601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page S of ths booklet ,'instructions far Inheritance Tax Return for a Resident Dscadent" [REV-1501) for an explanation of administrativsly correctable errors. DISCOUNT: if any tax due is paid ~ithin three (3) calender months altar the decadent's death, a five percent (5~) discount of the tax paid is allo~ad. PENALTY: The 15~ tax amnesty non-participation penalty is computsd on the total of the tax and intsrmst essassad~ and not paid before January 18, 1996, thm first day after the end of the tax amnesty psriod. This non-participation penalty is appealable in the same manner and in the the same time period es you mould appeal the tax and interest that has bean asssssad as indicated on this notice. INTEREST: Interest is charged bsginning eith first day of delinquency, or nins (9) months and cna (1) day from the date cf death, to the dets of payment. Texas ~hich became delinquent bsfors January 1, 198Z bear interest at the rate of six (6~) percent par annum calculated at a daily rate of .00016~. All taxes ~hich bsceae delinquent on and aftsr January 1, 198Z ~ill beer intsrest at a rate ~hich ~ill vary from calendar year to calendar year eith that rata announcad by fha PA Dspartaent of Revenue. The applicable interest retss for 198Z through 200~ era: /ntarast Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ 20Z ~0005~8' ~"~"8-1991 lZZ ~ ~ 9X .O00Z~7 1985 16Z .000~38 1992 9Z .O00Z~7 ZOOZ 6Z .00016~ 198~ 1Ii .000501 1993-199~ 7Z .000192 ZOO5 5Z .000137 1985 13Z .000556 1995-1998 9Z .O00Z~7 ZO0~ ~Z .000110 19~6 IOZ .O00Z7~ 1999 7Z .000192 1987 10Z .O00Z7~ ZOO0 7Z .000192 --interest is calculatad as folloas: ZNTEREST= BALANCE OF TAX UNPAID X NURBER OF DAYS DELINQUENT X DAIL¥ iNTEREST FACTOR --Any Notice issuad after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. Zf payment is made altar the interest computation data sho~n on the Notice, additional interest must ba calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: SPURGEON E. EDMISTON Date of Death: MARCH 19.2003 Will No. 21-03-323 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rule, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the Estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's Account is: c. parties of interest? Did the personal representative state an account informally to the Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: February 4, 2005 c!.- r".'" YR.D HNSON, DUFFIE, STEWART & WEIDNER 301 Market Street P.O. Box 109 Lemoyne, P A 17043 (717)761-4540 Capacity: Personal Representative (x) Counsel for Personal Representative ,. J JRD/June 30, ] 992/17858 Date: February 03, 2005 ORPHANS' COURT DIVISION Jean Diemler 1610 Miller Road Dauphin, PA 17018 COURT OF COMMON PLEAS OF RE: Estate of Spurgeon E. Edmiston File Number: 21-03-00323 Dear SirlMadam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6,12) 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 two (2) years of the decedent's death, shall file with the Register ofWiIIs a Status Report of completed or uncompleted administration. This filing will become delinquent on: 03/19/2005 Your prompt attention to this matter will be appreciated. Thank you, Sincerely, ~~ GLENDAFARNE~~~GH REGISTER OF WILLS cc: File Judge vA