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HomeMy WebLinkAbout03-0814PETITION FOR PROBATE and GRANT OF LETTERS Estate of Ann D. Edgington No. also known as To: Deceased. Social Security No. 1 52- 22- 503'3 Register of Wills for the County of Cumberland Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut or in the last wilt of the above decedent, dated F.ebruary 8.. and codicil(s) dated N/A in the named , t~X 1004 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberlan'~t County, Pennsylvania, with ~ last family or principal residence at 102 Strayer Driva.. Carlisla, South M~d~]eton Township, .~ (list street, number a_nd muncipality) Decendent, then 71 years of age, died September 28 ,10~ :2003, at 102 Strayer Drive: Chrlislo_; PA 17013 Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent 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 situated as follows: 1 02 Strayer Drive Carlisle, PA 17013 250r000.00 lOO;O00:00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.:.a.) ~J~shua '~_' ~.~i na~n - 102 Strayer D~¢~--- Carlisle, PA 17013 tative(s) of the above decedent petitioner(s) will well anfl~ruly admin~teffthe Sworn to or af,f'.~d and subscribed. /,~:::/~--~ before me this I-"' day of I ~,z -._ ~/ . ~ Oct-~l~ta t~ ~ ')~t~"~ I . OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 3. COUNTY OF CUMBRRI'.AND 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 belief of petitioner(s) and that as personal represen- estate according to law. No. Estate of ann D. ~.ag~-,Se_on , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~ ~ ~IR_2D_0.ain consideration of the petition °n the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated February R; ! 994 described therein be admitted to probate and filed of record as the last will of. Ann D. Edgington " ~; and Letters Te Joshua ]~, are hereby granted to Edoln~enn FEES Probate, Letters, Etc .......... $~--'-'-'-'-'-'-'-'~ Short Certificates( ) .......... $ Iff'c00 ~m~'m~n~. ,~_o .... $ L, .OO S /o .oo TOTAL ~ S.~-~' OO Filed .. j..O. 7.~.-7.9.,3. ................... ~ ~o--~ -o3 A~ORNEY(Sup. Ct.I.D. No.)18067 113 Front Street, P.O. Box 358 Boiling Springs, PA 17007 ADDRESS 717-258-6844 PHONE ,3 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Anthony L. DeLuca, Esquire (each) a subscribing witness to the will presented herewith, (Fatffi9 being duly qualified according to law, depose(s) and say(s) that he was present and saw Ann D. Edqinqton , the testat rix , sign the same and that he signed as a witness at the request of testat rix in h er presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). Sworn to or affir.~ae._d and subscribed before me this ,[Trl day of October: 1~ 2003 22 q ~ister ~nthony L~/~9[a~g%, ' Esquire 113 FrontVSt."/'~u~'O. Box 358 gni I lng .qprlng_q_ PA 17~7 (Address) (Name) (Address) REGISTER3 OF WILLS OF CUMBERLAND COUNTY OATH OF NON-SUBSCRIBING WITNESS Joshua ~. Edgington (~Mc~) a subscriber hereto, ~[ being duly qualified according to law, depose(s) and say(s) that he is familiar with the signature of Ann D. Edgin[lton , testa~ of ~X)XXa~N~.O[~X"~J/f~MsX]D~ the will presented herewith and that he believes the signature on the will is in the handwriting of Ann D. Edgington to the best of hi s knowledge and belief. /~/ /7 , / Sw°rn t° °r aff~m~d~and subscribed bef°re ~h J/~S ua ~. ~~to~ me this day of ~02 Strayer 7marne/Dr. October ~ ~3 Carlisle, PA 17013 ma~~l~' ~~ ~ ~.~ (Address) (Name) (Address) his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 960996'I No. Local Registrar Date NENT COMMONWEALTH OF PENNSYLVANIA o DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH · ' I- I. -- -- 5033 I,. 9/28/2003 . 71 v~. : . 3/8/1932 ~ D~~ck ..... ~. I~Pu~ Mi~e~n 'x~u 102 Strayer Dri~ "~ I"~e ;n /,,. I,a. ~ 4 ~ ,, D~rc~ 102 Strayer Drive ,c,u~ I'.*Sl,.. ~ ,,,~ m.~.. South Mid,eton ~rlisle, PA 17013 ~ ~'s~u~,~ea~ ,,. Ruth - St~gle m Joshua K. ~g~n - ~.502 3/2 ~ple A~., ~is, PA 15801 ~ ~~ I~. ~D 012633 B ~ Brothers ~eral H~, ~rlisle, P~ 17013 ~ ~AC~E~E ~ [ I I I~ ~ P,~,~,,~ ~l I I~ ~ ~ I LAST WILL AND TESTAMENT OF ANN D. EDGINGTON I, ANN D. EDGINGTON, a resident of Boiling Springs, Cumberland County, Pennsylvania being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ITEM 1: I direct that all my just debts, the expenses of my last illness and funeral expenses be paid as soon after my decease as the same can conveniently be done. ITEM 2: I direct that there shall be paid out of my residuary estate all estate, inheritance and like taxes together with any interest or penalty thereon imposed by the government of the United States, or any state or territory thereof, or by any foreign government or political subdivision thereof, in respect to all property required to be included in my gross estate for estate, inheritance or like tax purposes by any of such governments, whether the property passes under this Will or otherwise, excluding, however, any property over which I have a taxable power of appointment, provided, however, that no residuary beneficiary shall by reason of this provision be denied the benefit of any deduction, credit, favorable rate of tax or other benefit which by law enures to such beneficiary. ANN D. EDGING~N LAST WILL AND TESTAMENT OF ANN D. EDGINGTON ITEM 3: I give, devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the time of my death, in equal shares, unto my children, AUSTIN E. EDGINGTON, III, ERIC L. EDGINGTON and JOSHUA K. EDGINGTON, provided, however, that they survive me and are living sixty (60) days after the date of my death. ITEM 4: If and in the event that a child of mine does not survive me and is not living sixty (60) days after the date of my death but is survived by issue, then and in such event, I give, devise and bequeath the interest in my estate, which such deceased child would have received, if living, to the issue of said deceased child, per stirpes. ITEM 5: I hereby nominate, constitute and appoint my son, JOSHUA K. EDGINGTON, Executor of this my Last Will and Testament, with full power to do any and all things necessary for the complete administration of my estate, and direct that no bond or other surety is required of him in this or any other jurisdiction for his performance of this office. 2 LAST WILL AND TESTAMENT OF ANN D. EDGINGTON If and in the event that my son, JOSHUA K. EDGINGTON, does not survive me and is not living sixty (60) days after the date of my death, or does not complete his duties as Executor, then and in such event, I hereby nominate, constitute and appoint my son, AUSTIN E. EDGINGTON, III, Executor of this my Last Will and Testament, with full power to do any and all things necessary for the complete administration of my estate, and direct that no bond or other surety is required of him in this or any other jurisdiction for his performance of this office. ITEM 6: If any provision of this Will or of any Codicil hereto is held to be inoperative, invalid or illegal, it is my intention that all the remaining provisions thereof shall continue to be fully operative and effective, so far as is possible and reasonable. IN WITNESS WHEREOF, I, ANN D. EDGINGTON, the Testatrix, have to this my Last Will and Testament, typewritten on four (4) consecutively numbered pages, subscribed my name and affixed my seal this ~'~ day of February, 1994. (SEAL) LAST WILL AND TESTAMENT OF ANN D. EDGINGTON Signed, sealed, published and declared by the above named ANN D. EDGINGTON, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said Testatrix, and of each other. LAST WILL AND TESTAMENT AND ANN D. EDGINGTON ANTHONY L. DELUCA ATTORNEY AT LAW 113 FRONT STREET P.O. BOX 358 BOILING SPRINGS, PA 17007 JRD/June 30, 1992/17858 In Re: Estate of ANN D EDGINGTON Late of SOUTH MIDDLETON TOWNSHIP Estate No.: 21-03-814 ORPHANS' COURT DIVISION COURT OF COMMON PLEAS OF CUMBERLAND COUNTY PENNSYLVANIA NO. 21-2003-814 NOTICE OF FAILURE TO FILE CERTIFICATION AND REQUEST TO CONDUCT A HEARING PURSUANT TO RULE 5.6(e), SUPREME COURT ORPHANS' COURT RULE Personal Representative: JOSHUA K EDGINGTON Counsel for Personal Representative: ANTHONY L DELUCA, ESQ. Date of Grant of Original Letters: 10-08-2003 Date of Delinquency Notice: 01-18-2004 The undersigned, Glenda Famer-Strasbaugh, Register of Wills, in accordance with Rule 5.6, Supreme Court Orphans' Court Rules, hereby notifies the Orphans' Court Division, Court of Common Pleas of Cumberland County, that neither the above named personal representative nor the above named counsel for the personal representative have filed with the Register of Wills or Clerk of the Orphans' Court his, her or its certification required by Rule 5.6(e), Supreme Court Orphans' Court Rule and that the requisite notice, pursuant to Rule 5.6(e), Supreme Court Orphans' Court Rules, was given by the Register of Wills on JANUARY 18, 2004, and that the ten (10) day notice to file the certification has expired. Accordingly, in accordance with Rule 5.6(e) the Court is hereby notified of such delinquency and the undersigned requests that a Court conduct a hearing to determine whether sanctions should be imposed upon the delinquent personal representative or counsel for the delinquent personal representative. Date: 03-15-2004 Distribution: Personal Representative Counsel for Personal Representative Estate File A hearing is scheduled for ~-t~tJ.... ~ ~ ~, ~ at ~,~; _~r~ _/~ In Courtroom No. 3. If the Certification of Notice is filbd prior to the hearing date, the hearing will automatically be cancelled. Geor~ 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 003351 DELUCA ANTHONY L ESQUIRE 113 FRONT STREET P O BOX 358 BOILING SPRINGS, PA 17007 ........ fold ESTATE INFORMATION: SSN: 152-22-5033 FILE NUMBER: 2103-0814 DECEDENT NAME: EDGINGTON ANN D DATE OF PAYMENT: 12/19/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 09/28/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $14,699.98 TOTAL AMOUNT PAID: $14,699.98 REMARKS' JOSHUAKEDGINGTON-C/O ANTHONY L DELUCA ESQUIRE SEAL CHECK# 114 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS RE~1500 DX (6-00) ' COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 ~HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN OFFICIAL USE ONLY RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Edgington, Ann D. 152 - 22 - 5033 I..- Z W UJ W ILl Z LU Z 0 D,. U.I 0 LU DATE OF DEATH (MM-DD-YEAR) September 28, 2003 DATE OF BIRTH (MM-DD-YEAR) March 8, 1932 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~--]1. Original Return r---~ 4. Limited Estate ~--~6. Decedent Died Testate (Attach copy of Will) [~9. Litigation Proceeds Received [~2. Supplemental Return [~4a. Future Interest Compromise (date of death after 12-12-82) [~7. Decedent Maintained a Living Trust (Attach copy of Trust) r'~ 10. Spousal Poverty Credit (date of death be~een 12-31-91 and 1-1-95) [~]3. Remainder Return (date of death prior to 12-13-82) ["--~ 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) NAME Anthony L. DeLuca FIRMNAME(If~pHcab~e) Anthony L. DeLuca, TELEPHONE NUMBER 717-258-6844 ESqurie COMPLETE MAILING ADDRESS 113 Front Street P.O. Box 358 Boiling Springs, PA 17007 14. 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Modgages & 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) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (13) (14) $145,000.00 1 6 3:575.85 --0-- --0-- 10,757.00 4,786.48 149,980.01 38,481 .53 91 , 757.90 OFFICIAL USE ONLY (8) (11) (12) $474,098.49 130r239.43 343,859.06 --0-- 343,859.06 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate -0- x .0__ (15) 343,859.06 x ,0_ (16) --O- X .12 (17) --O- X .15 (18) (19) 19. Tax Due 20. [] -0- 15,473.66 --0-- --0-- $15:473.66 FILE NUMBER ,¢.l - o 3_ COUNTY CODE YEAR NUMBER Decedent's Complete Address: STREET ADDRESS CITY IsTATE IZIP Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty -0- -0- 773.68 Total Credits ( A + B + C ) (2) -O- Total Interest/Penalty ( D + E ) 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 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (1) $1 5,473.66 A. Enter the interest on the tax due. (5A) 773.68 (3) - 0- (4) - - - (5) 14,699.98 --0-- B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 1 4,6 9 9.9 8 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? ...................................................................... [] [] If death occurred after December 12, 1982, did decedent transfer property 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-probate 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. IF THE ANSWER Under penalties of perjury, I Declaration of 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. )ersonal representative is based on all information of which preparer has any knowledge. SIGNATU { FILING RETURN DATE ADI SIGNATU DATE For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 RS. {}9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-150% EX + J12-85) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER ANN D. EDGINGTON (Property jointly-owned with Right of Survivorship must be disclosed on Schedule F) All real estate should be reported at fair market value which is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH ]' $145,000.00 Residence situated at 102 Strayer Drive, Carlisle, PA 17013. See attached appraisal TOTAL (Also enter on line 1, Recapitulation) S 145,000.00 (If more space is needed, insert additional sheets of same size.) REV-150~3 EX+ 4-86) ~.~, COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS AND BONDS ESTATE OF FILE NUMBER ANN D. EDGINGTON (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F.) ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. e e e 10. 11. 12. 13. 14. 272.213 shares of American Capital Income Builder Fund @ $45.42 per share. 453.227 shares of American Capital World Growth Fund @ $27.13 per share. 9,166.94 shares of Prime Fund Daily Money Market @ $1.00 per share. 340.061 shares of Aim Charter Class B Fund @ $10.32 per share. 55 shares of Common stock of AOL Time Warner @ 15.29 per share. 6,906.531 shares of American Balanced Fund @ $16.43 per share. 400 shares of Common stock of AT Home Corp. @ -0- per share. 78 shares of Common stock of Carnival Corp. @ $33.62 per share. 102 shares of Common stock of Cisco Systems @ $20.20 per share. 241 shares of Common stock of Gateway, Inc. @ $5.79 per Share. 70 shares of Common stock of Intel Corp. @ $27.53 per share. 178 shares of Common stock of JDS Uniphase Corp. @ $3.67 per share. 64 shares of Common stock of Microsoft @ $28.46 per share. 34 shares of Common stock of Qualcomm Inc. @ $42.48 per share. TOTAL (Also enter on line 2, Recapitulation) $12,363.91 12,296.05 9,166.94 3,509.43 840.95 113,474.30 2,622.36 2,060.40 1,395.39 1,927.10 653.26 1,821.44 1,444.32 $ 163.,575.85 (If more s~ace is needed, insert additional sheets of same size.} . REV-]$0~' EX? COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE D MORTGAGES AND NOTES RECEIVABLE Please Print or Type ESTATE OF FILE NUMBER ANN D. EDGINGTON (All property jointly-owned with the Right of Survivorship must be disclosed on Schedule F.) ITEM DESCRIPTION VALUE AT NUMBER DATE OF DEATH NONE TOTAL (Also enter on line 4, Recapitulation) $ -0- -U- (If more space is needed, insert additional sheets of same size.) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANEOUS PERSONAL PROPERTY Please Print or Type ESTATE OF ANN D. EDGINGTON FILE NUMBER JAil property jointly-owned with the Right of Survivorship must be disclosed on Schedule ITEM DESCRIPTION NUMBERI Miscellaneous items of personal attached appraisal. property. See TOTAL (Also enter on line .5, Recapitulation) VALUE AT DATE OF DEATH $10,757.00 $ 10,757.00 (Attach additional BY=" x 11" sheets if more space is needed.) COMMOI(/WEALTH OF PENNSYLVANIA INHE~ITANC~ TAX RETURN RESIDENT DECI:DENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER ANN D. EDGINGTON Joint tenant(s): NAME ADDRESS RELATIONSHIP TO DECEDENT A. Joshua Edgington Son 102 Strayer Drive Carlisle, PA 17013 Jointly-owned property: ITEM NUMBER LETTER FOR JOINT TENANT J J J DATE MADE JOINT DESCRIPTION OF PROPERTY 17/31/9 3/25/98 4/28/0!3 Money Management Account #70-29950, at F&M Trust Company, Boiling Springs,i PA Savings account, #0800394, at F&M Trust Company, Boiling Springs,i Checking account, #33-02792, at F&M Trust Company, Boiling Springs PA. TOTAL VALUE OF ASSET DECD'S % INT. 196.92 50% 1 , 1 58.61 50% 4,108.72 1100% TOTAL (Also enter on line 6, Recapitulation) DOLLAR VALUE OF DECEDENT'$ INTEREST 98.46 579.30 4,108.72 4,786.48 (If more space is needed insert additional sfleefs of some size) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G TRANSFERS PLEASE PRINT OR TYPE ESTATE OF FILE NUMBER ANN D.EDGINGTON THIS SCHEDULE MUST BE COMPLETED AND FILED IF THE ANSWER TO ANY OF THE QUESTIONS ON THE REVERSE SIDE OF THE COVER SHEET IS YES. I ! DECD. DOLLAR VALUE ITEM DESCRIPTION OF PROPERTY i ~ TOTAL VALUE % OF DECEDENT'S NUMBER Include name of the transferee, their relationship to decedent, date of transfer. I EXCLUSION i OF ASSET INT. iNTEREST 837.604 shares of American Capita~ Income Builder Fund @ $45.42 per share. 932.287 shares of American Fundamental Investors Fund @ $25.64 per share. 13,668.76 shares of Prime Fund Capital;Reserves @ $1.00 per share 430.563 shares of Putnam Discovery Growth Fund @ $13.92 per share. 200 shares of Common Stock of Wal-Mart Stores Inc. @ $56.85 per share. Annuity with UBS Financial Services, Inc. All of the above six (6'] items were in an IRA account, listing the Decedent's three [3] sons, Austin Edgington, ~ Eric Edgington and Joshua Edgington, as her beneficiaries, each receiving a 1/3 interest in the IRA '38,043.9J 100% 23,903.8~ 100% 13,668.76 100% 5,993.44! 100% 11,370.001 100% 157,000.001 100% $38,043.97 23,903.84 13,668.76 5,993.44 11,370.00 57,000.00 TOTAL (Also enter on llne 7, Recapitulation) t S I 4 9, 9 8 0. 0 1 (If more space is needed, insert additional sheets of same size.) ~EVo1511 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES Please Print or Type ESTATE OF ANN D. EDGINGTON ITEM NUMBER DESCRIPTION FILE NUMBER C. 1. 2. 3. 4. 5. 6. 7. 8. FuneralExpenses: Ewing Brothers Funeral Home 630 South Hanover Street Carlisle, PA 17013 St. John's Episcopal Church P.O. Box 612 North Hanover Street Carlisle, PA 17013 Administrative Costs: Personal Representative Commissions Social Security Number of Personal Representative: Year Commissions paid 2 0 0 3 160 -- 48 -- 2909 AttorneyFees Anthony L. DeLuca, Esquire Family Exemption Claimant Joshua ~. Edgingtoj~i%lationship Address of Claimant at decedent's death Street Address 102 Strayer Drive son City Carlisle State PA Zip Code 17013 Probate Fees MiscellaneousExpenses: Legal ADvertising - Cumberland Law Journal Legal Advertising - The Sentinel Inventory and Inheritance Tax R~turn-Filing fee Diversified Appraisal Services - House Appraisal Roy D. Gottshall, Auctioneer - Personal property Appraisal TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of same size.) AMOUNT $1,600.00 500.00 17,000.00 15,000.00 3,500.00 339.00 75.00 122.53 25.00 250.00 70.00 $ 38,48153 REV.$512'~X+ {I-93J ~ COMMONWEALTH OF PENNSYLVANIA INHERJTANC~ TAX I~ETURN RESIDENT D~C~DENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES AND LIENS ESTATE OF ANN D. EDGINGTON Please Print or Type FILE NUMBER ITEM NUMBER DESCRIPTION 1. South Middleton Township Municipal Water & Sewer BETRA IN HOME CARE - In home care F&M Trust Company - Mortgage Authority taker services TOTAL (Also enter on line 10, Recapitulation) AMO U NT $122.10 1 , 496 . 00 90,139.80 S 91,757:~90 (If more space is needed, insert additional sheets of same size.) .REV. 1S 13' EX,+ (2-87) ~ COMMONWEALTH OF P~NNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER ANN D. EDGINGTON ITEM AMOUNT OR NUMBER NAME AND ADDRESS OF BENEFICIARY RELATIONSHIP SHARE OF ESTATE A. Taxable Bequests: 1. Austin E. Edgington, III Son One-Third 1514 Folger Drive Belmont, California 94002 2. Eric L. Edgington Son One-Third 2535 Mountain Highway 434 Wolfe Creek, Montana 59648 3. Joshua ~.' Edgington Son One-Third 102 Strayer Drive Carlisle, PA 17013 ITEM AMOUNT OR NUMBER NAME AND ADDRESS OF BENEFICIARY SHARE OF ESTATE B; Charitable and Governmental Bequests: NONE TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (Also enter on line 13, Recapitulation) -0- (If more space is needed, insert additional sheets of same size) LAST WILL AND TESTAMENT OF ANN D. EDGINGTON I, ANN D. EDGINGTON, a resident of Boiling Springs, Cumberland County, Pennsylvania being of sound mind, memory and understanding, do hereby make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils heretofore made by me. ITEM 1: I direct that all my just debts, the expenses of my last illness and funeral expenses be paid as soon after my decease as the same can conveniently be done. ITEM 2: I direct that there shall be paid out of my residuary estate all estate, inheritance and like taxes together with any interest or penalty thereon imposed by the government of the United States, or any state or territory thereof, or by any foreign government or political subdivision thereof, in respect to all property required to be included in my gross estate for estate, inheritance or like tax purposes by any of such governments, whether the property passes under this Will or otherwise, excluding, however, any property over which I have a taxable power of appointment, provided, however, that no residuary beneficiary shall by reason of this provision be denied the benefit of any deduction, credit, favorable rate of tax or other benefit which by law enures to such beneficiary. ANN D. EDGINGTON LAST WILL AND TESTAMENT. OF ANN D. EDGINGTON ITEM 3: I give, devise and bequeath all of the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever kind and nature, and wheresoever situate at the time of my death, in equal shares, unto my children, AUSTIN E. EDGINGTON, III, ERIC L. EDGINGTON and JOSHU~ K. EDGINGTON, provided, however, that they survive me and are living sixty (60) days after the date of my death. ITEM 4: If and in the event that a child of mine does not survive me and is not living sixty (60) days after the date of my death but is survived by issue, then and in such event, I give, devise and bequeath the interest in my estate, which such deceased child would have received, if living, to the issue of said deceased child, per stirpes. ITEM 5: I hereby nominate, constitute and appoint my son, JOSHUA K. EDGINGTON, Executor of this my Last Will and Testament, with full power to do any and all things necessary for the complete administration of my estate, and direct that no bond or other surety is required of him in this or any other jurisdiction for his performance of this office. OF ANN D. EDGINGTON If and in the event that my son, JOSHUA K. EDGINGTON, does not survive me and is not living sixty (60) days after the date of my death, or does not comp.lete his duties as Executor, then and in such event, I hereby nominate, constitute and appoint my son, AUSTIN E. EDGINGTON, III, Executor of this my Last Will and Testament, with full power to do any and all things necessary for the complete administration of my estate, and direct that no bond or other 'surety is required of him in this or any other jurisdiction for his performance of this office. ITEM 6: If any provision of this Will or of any Codicil hereto is held to be inoperative, invalid or illegal, it is my intention that all the remaining provisions thereof shall continue to be fully operative and effective, so far as is possible and reasonable. IN WITNESS WHEREOF, I, ANN D. EDGINGTON, the Testatrix, have to this my Last Will and Testament, typewritten on four (4) consecutively numbered pages, subscribed my name and affixed my seal this ~?~ day of February, 1994. (SEAL) 3 Signed, sealed, published and declared by the above named ANN D. EDGINGTON, as and for her Last Will and Testament, in the presence of us, who have hereunto subscribed our names at her request, as witnesses hereto, in the presence of the said Testatrix, and of each other. 4 OF A SI~GLE:F~Y DWELLING ,~S OF SEPTE~ER 28;. SV~R¥ OF',.~:o~T.'~'~.~/I~T,S· AND~,.CoNcLUSIONS LOCATION: ~ TAX P,At~CEL. ~ER~: 40-231:,0-602~0648~UI0 !025 Of: the tmit':in~,'~the~ Prope,~,.:. ',~own/ ~S ,"South ~ted £ ~nventory of the real and personal estate of ANN D. EDGINGTON deceased share· Residence situated at 102 Strayer Drive, Carlisle, PA 17013 272.213 shares of American Capital Income Builder Fund @ $45·42 per share· ~': 453·227 shares of American Capital World Growth' Fund @ $27.13 per share. 9,166.94 shares of Prime Fund Daily Money Market @ $1.00 per share· 340.061 shares of Aim Charter Class B Fund @ $1I' 32 per share 55 shares of Common stock of AOL Time WArner @ $15 29 per share. ' 6,906.531 shares of American Balanced Fund @ $16.43 per share1113,474 400 shares of Common stock of AT Home Corp. @ ~33.62--9-~ D~er..~~sh~-~re' !! -0- 78 shares of Common stock of Carnival Corp. @ 10. 102 shares of Common stock of Cisco Systems @ share. 11. 241 shares of Common stock of Gateway, Inc. @ $5.79 per share. 12. 70 shares of Common stock of Intel Corp. @ $27.53 per share. 13. 178 shares of Common stock of JDS Uniphase C~rp. @ $3.67 per share. 14. 64 shares of Common stock of Microcom5 @ $28.46 per share. 15. 34 shares of Common stock of Qualcomm Inc. @ $42.48 per share. 16. Miscellaneous items of personal property. I , 395 1 , 927 65~ . 1 32 ~10,757i00 319,33 .85 45,000 0'0 12,363 91 12,296 ~5 9,166 )4 3,509 43 840.9~5 36 40 39 10 26 COMMONWEALTH OF PENNSYLVANIA ~ ss: COUNTY OF CUMBERLAND .] Joshua k. Edgington *. Oe;ng duly sworn according fo law, deposes and says fhaf he* is the Executor of {.he Esfafe of Ann D* ~.dqington [ale of __C~e ............. , CumberJand .Coun{.y Pa., deceased and {.ha{. {'he wifhln is an ~nvenfory made by him , fhe said Executor '"'*'"" of fhe enfire es{.a{.e of sa;d deceden{., cons;sf{ng of all {.he personal properly and re~al 'he CommonweaJfh of Pennsylvania, and fhaf fhe figures opposffe each ffem of fhe Invenfory represeRf if's fa;r value es o{ fha dale of decedenf's deafh. Sworn and subscFibed before me, Joshua k. Edg±ngton :. . 1 02 Strayer Drivet Carlisle, PA 17013 Ac~clress Dale of Deafh 28th September '.' 2003 IIOUll¢NOTARIAL SEAL MNUOelE A DELUCA Nota~/Pub. c MI~ 1V~ COLINIY My ~Commlll~ EXl~ Nov 4, 2007 Day Month Year INSTRUCTIONS 1. An ;nvenfory musf be filed wffhin fhree monfhs affer appo;nfmenf of personal represen+ef;ve. 2. A suppJemenf invenfory musf be filed wifhin fhiHry days of discovery of addffionai assefs. 3. Addff~ona/ shee{.s may be affached as fo personally or rea/fy 4. See Ar{.icte IV, Fiduciaries Acf of 1949 .... ~' Postmark Here · ~plete items 1,2, arid 3. Also complete Item 4 if Restricted Delivery is desired~ · ' Print your name and address on the reverse 8o that we can return the card to you. B Atta~ ch this card to the back of the mailplece, ' ' o~ on the front if space permits. I 1. ArticleAddressed to: DELUCA ANTHONY L ESQ 113 FRONT ST BOILING SPRINGS PA 17007 2. '.Arltcle Number .~ from service lat3et} ! ~ Form13811, August 7003 1010 0001 I I I I~mestic Retum Receipt 1203 8205 BUREAU OF INDTVTDUAL TAXES TNHERZTANCE TAX DIVTSTON DEPT. 18060! HARRTSBURG, PA 17118-0601 CONHON#EALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLOHANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX REV-1047 EX AFP (01-05) ANTHONY L DELUCA ESQ 115 FRONT ST PO BOX 558 BOILING SPRGS ~,+ DATE 02-24-2004 ~'~r ESTATE OF EDGINGTON .... ;__' vVmS DATE OF DEATH 09-28-2005 FILE NUNBER 21 05-0814 FEB 27 P1:01 COUNTY CUHBERLAND ACN 101 CUT ALONG THIS LINE Amoun'~ Rem i'l:'l:ed ANN D HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 RETAIN LO~ER PORTION FOR YOUR RECORDS *~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLOWANCE OR DTSALLO#ANCE OF DEDUCTIONS AND ASSESSNENT OF TAX ESTATE OF EDGTNGTON ANN D FILE NO. 21 03-0814 ACN 101 DATE 02-24-2004 TAX RETURN HAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNTNG FUTURE /NTEREST - SEE REVERSE APPRAISED VALUE OF RETURN DASED ON= ORIGINAL RETURN 1. Real Es~a~e (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held S~ock/Par~nership In,eras* (Schedule C) ($) fi. Nor~geges/No~es Receivable (Schedule D) (~) 5. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) 6. Jointly Owned Proper~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,el Asse~s APPROVED DEDUCTIONS AND EXENPTIONS: 9. Funeral Expenses/Ada. Cos~s/Hisc. Expanses (Schedule H) (9) 10. Deb~s/Nor~gaga Liabilities/Liens (Schedule I) (10) 11. To,al Deductions 12. Ne~ Value of Tax Ra~urn 145z000.00 165z575.85 O0 .00 10z757.00 786 48 149z980.01 (8) 58,481.55 NOTE: To insure proper credi~ ~o your account, subai~ ~he upper portion of ~his fora wi~h your ~ax payment. 15. 1~. NOTE: 474,098.49 91~757.90 (11) 130.239.~3 (lZ) 343,859.06 .00 543,859.06 Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Na~ Value of Es*a~e Subjec~ ~o Tax (1~) If an assessment ~as issued previously, l~nes 1~, 15 and/or 16, 17, reflect f~gures that Anc/ude the total of ALL returns assessed to date. 18 and 19 w111 ASSESSHENT OF TAX: 15. Aeoun~ of Llne lq at Spousal ra~e 16. Amoun~ of Line lq ~axable a~ Lineal/Class A ra~e 17. Amoun~ of Line 1~ a~ Sibling re~e 18. Amoun~ of Line 1~ taxable at Collaleral/Class B rata 19. Principal Tax Due TAX CREDITS: PAYNENT RECEIPT DISCOUNT (+) DATE NUHBER INTEREST/PEN PAID (-) 12-19-2005 CD005551 775.68 (15) .00 x O0 = .00 (16) 545,859.06 x 045 = 15,475.66 (17) .00 x 1Z = .00 (18) .00 x 15 = . O0 (19)= 15,475.66 ANOUNT PAID 14,699.98 15,475.66 .00 .00 .00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED. IF TOTAL DUE 1S REFLECTED AS A "CREDIT" (CR)~ YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF TH/S FORN FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYMENT: REFUND OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 1Z, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such futura interest. To ~ulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (TI P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Mills printed on the reverse side. --Make check or money order payable to: RESISTER OF NILLS, AGENT A refund of a tax credit, which ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Rills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-362-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 {TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object eithin sixty (60) days of receipt of this Notice by: --aritten protest to the PA Department of Revenue, Board of Appeals, Dept. zeIOZ1, Harrisburg, PA 171lB-lOll, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Raviem Unit, Dept. Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid aithin three (3) calendar months after the decadent's death, a five percent (5Z) discount of the tax paid is alloaed. The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January ZB, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6Z) percent per annum calculatad at a dally rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate ehich will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20Z .000548 1987 9Z .000247 1999 7Z .000192 1983 16X .000438 1988-1991 11Z .000301 2000 8Z .000219 1984 IXZ .000301 199Z 9Z .000247 2001 9Z .000247 1985 132 .D003S6 1993-199~ 72 .00019Z 200Z 62 .000164 1986 XOZ .000Z74 1995-1998 9Z .000Z47 2003 52 .000137 --Interest is calculated as folloas: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Ann D. Edqington Date of Death: September 28, 2003 Will No. 2 0 0 3- 0 0 81 4 Admin. No. To the Register: I certify that notice of 0aenefieial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries Of the above-captioned estate on December I 6 .. 2 0 0 3 - Name Address Austin E. Edgington, III, 1514 Folger Drive, Belmont, CA 94002 Eric L. Edgington, 2535 Mountain Highway 434, Wolfe Creek, Montana 59648 Joshua k. Edgington, 102 Strayer Drive, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except A11 have been notified. Signature Name Anthony L. DeLuca, EBquire Address 113'Front St., P.O. Box 358 Boiling Springs, PA 17007 Telephone (71 7 2 5 8- 6 8 4 4 Capacity: ~ Personal Representative X Counsel for personal representative STATUS REPORT UNDER RULE 6.12 Name of Decedent: Ann D. Edgington Date of Death: September 28, 2003 Will No. 2003-00814 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court rules, I report the following with respect to completion of the administration of the above-captioned estate: ,-. 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. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Date: Yj<~[' ~okA~~ Signature' . !() ("") Anthony L. DeLuca, Esquire Name (Please type or print) 113 Front Street P.O. Box 358 Boiling Springs, P A 17007 Address (~ :.' \. ~ '.,J _. ~ ,- , (717) 258-6844 Telephone number Capacity: _ Personal Representative --2L- Counsel for personal representative i C ~