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Home My WebLink About04-0349 PETITION FOR PROBATE and GRANT OF LETTERS s,a,eoZ' YCC .,, ? also known as - To: Register of Wills for the , Deceased. County of-~-~(/m]oe/]m~t4 in the Social Security No. I ~,~-- ~ £ 2C/~'? . _ _ -- ~- v -- Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: · Your peti!ioner(s), who is/are 18 years of ager~r older aa the executr;x ;~h ;ol~lSitci~(t~ ~lfatt eh~ a b°ve decedent, dat ed 1.-) ~C.~ ~/- ?_~. named ., 19 °/c~_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in_ C~lJr~ ~q//G~Cq -- _ County, P, ennsvlvania, wi.th.. h~ 5 last family or principal residence at_ ?~OC)I [Y3oF &c~ ~ ~P-f-ff'~7 (~.c~a~////j/ (list street, number and muncipality) Dec~er~den[, th.e0_ ~].. years of age, died ./~ff! '/ 9 at. tvo/~- P~O~Ot'&~l , ~ ~, Except as follows, decedent ~ m---~rry, was not divorced and did not have a child born or adopted after execution of the. v~ilJ~ ~ffered for probate; was not the victim of a killing and was never adjudicated incompetent: /l_]//'} ,, ~ Decendent at death owned property with estimated values as follows: ' (If domiciled in Pa.) All personal property $ ] ~9~ ~d~5~ (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: $- WHEREFORE, petitioner(s) respectfully r~equeg(s) the l~robate of the last will and codicil(s) presented herewith and the grant of letters theron. (testamentary; a~inistration c.t.a.; admi~t~tion d.b.n.c.t.a.) OATH OF PERSONAL REPRESENTATIVE · COMMONWEALTH OF PENNSYLVANIA -I COUNTY OF f ss The petitionet~(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- tative(s) of the above decedent petitioner(s) will well ~ru~ atlminister, the estate according to law~ //~ No. _ /-oq-.3qq - · Deceased Estate Of ' ~ , ~"~ ~ -~ ~ ~ ' DECREE OF PROBATE AND GRANT OF LETTERS AND NOW f~ d, [ / .~ _~ in consideration of the petition on reverse side~ereof, satisfactory proof having been presented before me, tlh; IS DECREED that the instrument(s) date--~ described therein be admitted to probate and filed of record as the last will of _ ; and Letters -- - <; , x r~ ~ , x./ ^ are hereby granted to ~- ' FEES Probate, Letters, Etc .......... Short ~Certificates( ) ..~ ....... S~~ _x'-/Y4 ~'.~c S ~,-~C A~enancmuon ............. TOTAL Filed · '~" ~ ~ ...... ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE T?is is to certiSy that the information here given is correctly copied from an original certificate of death duly filed with me as i,{3cal Registr:u. 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 No. ,.William A., 7 1 Yocum Local Registrar Date Rev. 1/91 COMMONWEALTH OF PENNSYLVANIA * DEPARTMENT OF HEALTH * VITAL RECORDS r',.) CERTIFICATE OF DEATH (Coroner) ;~ Minus# 165 - 26 1,1933 Cumber n ~,~ [] ~[] ,er 300~ Market Street Camp Hill, PA 17011 William A. Yocum ocum Carr IMMEDIATE CAUSE (Rnal :au#. £nte~ UND~J~Lyh~ cmA'mm ~n ~ee~) LAIT Firm (0-12) Cumberland 16, 2004 IoWn~hip? D Anna I. Becker ~42-L It. White O~her Hill _=et, New Cumberland,PA 17070 Olivet Cemetery Cumberland, PA17070 one&MurrayFH408 3rd St New Cumberla~3,0~ (Monlh, Day. Year) Natural [] Homicide ...... ~', ~ ~ to ~ ~l) a~ ~n~r ~ ~ *~E~C~ EXAMINE~ONER ml~lr ~ Itll~ ........ ~at~n, ~ my ~nl~, de~h ~cu~ It ~ I ~ d~e ~ ~ce ~ due to the ~1) and ype ~r Prim Mary Breighrer, RN, Chief Deputy Coroner LAST WILL AND TESTAMENT OF WILLIAM A. YOCUM I, WILLIAM A. YOCUM, of the Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making:~oci.d any and all other Wills by me at any time heretofore made. ':~ '~:' ~ I direct that my Executrix, hereinafter named, shall pay all my just debts ~ funeral expenses as soon as conveniently may be done after my decease, uo II. All the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, I hereby give, devise and bequeath unto my daughter, JENNIFER L. YOCUM, per stirpes. In the event that my daughter, JENNIFER L. YOCUM, predeceases me without issue, then this gift to her shall be divested, and I then direct that my Executrix hereinafter named, shall sell all the rest, residue and remainder of my estate, whether real, personal or mixed, and I then give and bequeath the net proceeds derived therefrom to my church, The Trinity United Methodist Church of New Cumberland, Pennsylvania. III. I hereby nominate, constitute and appoint my daughter, JENNIFER L. YOCUM, AS Executrix of this, my Last Will and Testament. If my said daughter, JENNIFER L. YOCUM, should predecease me, not qualify or not accept the position of Executrix, then I hereby nominate, constitute and appoint, MARGARET M. GEHR as Executrix. IV. I direct that my fiduciary, herein named, shall not have to post bond for the faithful performance of its duties. IN WITNESS WHEREOF, I, WILLIAM A. YOCUM, the Testator, have unto this my Last Will and Testament· set my hand and seal ' /h day of ffff'C6~,,~ ,b ~,., 1999. this SIGNED, SEALED, PUBLISHED and DECLARED by WILLIAM A. YOCUM, the above named Testator, as and for his Last Will and Testament in the presence of us who have hereunto subscribed our names as witnesses at his request, in the presence of the said Testator and of each other. -ACKNOWLEDGMENT AND AFFIDAVIT STATE OF PENNSYLVANIA ) ) ss. COUNTY OF Ct-amEP, LANO ) We, WILLIAM A. YOCUM, / and · the Testator and the witnesses, respectively, whose Page 2 of 3 names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the will as witness and that to the best of their knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Testator t~)~ ~. tO~._o.~ (SEAL) Witness Witness (SEAL) SUBSCRIBED, sworn to and acknowledged before me by WILLIAM A. YOCUM, the Testator, and subscribed and sworn to before me by and C/~elO 95>~ / ,witnesses, thisday ]~:/~of ~7'~'~^b'~c' ,1999. Not~ Public ' J Rhon~ D. R~, ~p Hill ~r~ My ~m~i~ E~ ~g. 12, Mem~r, Penn~ania ~ia~n ~ N~es Page 3 of 3 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: WILLIAM A. YOCUM Date of Death: April 9, 2004 Will No. 21-04-0349 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court rules was served on or mailed to the following beneficiaries of the above captioned estate on April 20, 2004. Jennifer L. Yocum n/k/a Jennifer L. Cart 520 Eighth Street New Cumberland, PA 17070 Notice has now been given to all persons entitled thereto under Rule 5.6(a). Date: (/'~}~ ~u DAVID H. ire 414 Bridge St-r'eet New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative X Counsel fok},.qPe r sonal Represent~-Ve ~ DAVID H. STONE GERALD J. SHEKLETSKI ELIZABETH B. STONE STONE LAFAVER & SI-IEKLETSKI ATTORNEYS AT LAW 414 BRIDGE STREET POST OFFICE BOX E NI~W ClJI~II$1gRLAND. PA 17070 www. ston¢law, net OF COUNSEL CHARLES H. STONE JON F. LAFAVER TELEPHONE (7 ! 7) 774-7435 FACSIMILE (717) 774-3869 July 9, 2004 Register of Wills Cumberland County Courthouse Courthouse Square Carlisle, PA 17013 RE: Estate of William A. Yocum No. 21-04-0349 Greetings: Enclosed please find estate check in the amount of $7,000.00 on account of inheritance taxes in the above captioned estate. Please note the timely postmark of this correspondence. Very truly yours, STONE ~ F~ R & SHEKLETSKI H. Stone DHS/tmb Enclosure 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 OO41 51 YOCUM JENNIFER L 520 EIGHTH STREET NEW CUMBERLAND, PA NKA 17070 ........ fold ESTATE INFORMATION: SSN: 165-26-7481 FILE NUMBER: 2104- 0349 DECEDENT NAME: YOCUM WILLIAM A DATE OF PAYMENT: 07/12/2004 POSTMARK DATE: 07/03/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/09/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 00001041 $7,000.00 RrEMARKS. TOTAL AMOUNT PAID: $7,000.00 SEAL CHECK#1037 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS LAW OFFICES OF STONE LAFAVER & SHEKLETSKI 414 BRIDGE STREET POST OFFICE BOX E NEW CUMBERLAND, PA. 17070 ~Re~rs[%r of Wills Cumberland County Courthouse Courthouse Square Carlisle, PA 17013 I,illll,l,lll,,,,,,ll,,ll,l,,I,I ~]-i- ~q.3qi DAVID H. STONE GERALD J. SHEKLETSKI ELIZABETH B. STONE STONE LAFAVER & SI-IEKLETSKI ATTORNEYS AT LAW 414 BRIDGE STREET POST OFFICE BOX E NEW CUMBERLAND. PA 17070 www. stonelaw, net January 7, 2005 OF COUNSEL CHARLES H. STONE JON F. LAFAVER TELEPHONE (717) 774-7435 FACSIMILE (717) 774-3869 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 RE: Estate of William A. Yocum No. 21-04-0349 Greetings: Enclosed please find an original and one copy of the Inheritance Tax Return and Inventory for the above mentioned estate. Please clock in the copy of the Inventory and send it back to my office along with any receipts in the enclosed stamp addressed envelope. Also, enclosed is estate check #1115 in the amount of $734.43 for payment of the inheritance tax and estate check #1116 in the amount of $30.00 for filing the return and inventory. Please note the timely postmark of this correspondence. Very truly yours, STONE LaFAVER & SHEKLETSKI DHS/tmb Enclosures COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 004821 YOCUM JENNIFER L NKA 520 EIGHTH STREET NEW CUMBERLAND, PA 17070 ........ fold ESTATE INFORMATION: SSN: 165-26-7481 FILE NUMBER: 2104-0349 DECEDENT NAME: YOCUM WILLIAM A DATE OF PAYMENT: 01/10/2005 POSTMARK DATE: 01/07/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/09/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $734.43 REMARKS: TOTAL AMOUNT PAID: $734.43 SEAL CHECK//1115 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Register of Wills Office of Cumberland County, Pennsylvania INVENTORY Estate of William A Yocum also known as , Deceased No. 21 04 0349 Date of Death 4/9/2004 Social Security No. 165-26-7481 Jennifer L. Yocum n/k/a Carr Personal Representative(s) 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 placed opposite each item of said inventory represents 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 the end of this inventory. I/We verify that the statements made in this inventory are true and correct, lANe understand that false statements herein made are subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of I~~L Attorney: David H. Stone I.D. No.: 39785 Address: 414 Brid§e Street treet New Cu mbe'rlanL' )70: Dated 01-06-2005 New Cumberland PA 17070- Telephone: 717-774-7435 Comcast Cable-refund Description Farmers Mutual Insurance-refund on premium Net proceeds of personal property sold at public auction by Bricker's Auction on June 7, 2004 Social security checks received for Jan., Feb. and March 2004 Property located at 3001 Market St., Camp Hill, Cumberland County, PA at assessed value (117,250)times CLR (1.05) Property located on Hemlock Lane, Middle Paxton Twp., Dauphin County, PA at assessed value (2,400) times CLR (1.07) (Attach Additional Sheets if necessary) Total Value 34.99 2,568.00 207,200.17 NOTE: The Memorandum of real estate outside 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. RW-4 Continuation of Inventory William A Yocum Description of Inventory Page 1 21 04 0349 Description Property located South of Stoney Creek Rd Middle Paxton Twp., Dauphin County, PA at assessed value (20,300) times CLR (1.07) M&T Bank-Checking Acct. #10133437 M&T Bank-Savings Acct. #15004208629575 Princ.$37,470.02, Int. $5.90 M&T Bank-Business Checking Acct.#38339358 USI- Colburn-refund on overpayment on insurance Waypoint Bank-Checking Acct. #3100007455 Princ. $973.01, Int. $.09 Accrued interest State Farm Auto Insurance-refund on premium Subtotal Grand Total Value 21,721.00 14,080.46 37,475.92 1,011.27 335.45 973.10 355.23 $ 75,952.43 $ 207,200.17 REV-1500 EX + (6-00) UJ oo z z COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Yocum~ William, A DATE OF DEATH (MM-DD-Year) 4/9/2004 DATE OF BIRTH (MM-DD-Year) 4/1/1933 OFFICIAL USE ONLY FILE NUMBER 2 1 -0 4 0 3 4 9 COUNTYCOOE YEAR NUMBER SOCIAL SECURITY NUMBER 1 6 5-2 6-7 4 8 1 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER r-~ll. Original Retum r--] 4. Limited Estate r~6. Decedent Died Testate (Attach copyof Will) E~9. Litigation Proceeds Received r-'] 2. supplemental Retum r~4a. Future Interest Compromise (dateofdeath after 12-12-82) r-'] 7. Decedent Maintained a Living Trust (Attach copy of Trust) E~ 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) O 3. Remainder Return (dateofdeathpriorto12-13-82) 5. Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes r~l 1. Election to tax under Sec. 9113(A) (A~tach Sch O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME David H. Stone, Esquire FIRM NAME (If Applicable) Stone LaFaver & Shekletski TELEPHONE NUMBER 717-774-7435 COMPLETE MAILING ADDRESS 414 Bridge Street New Cumberland, PA 17070 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) E~ 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, Modgage 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) 14. Net Value Subject to Tax (Line 12 minus Line 13) 147~401.50 OFFICIAL USE ONLY (8) 27~046.24 90.90 (11) 207~200.17 27~137.14 (12) (13) 180~063.03 (14) 180,063.03 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 taxabte at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. 0.00 X ~ (15) 180,063.03 X .045 (16) 0.00 X .12 (17) 0.00 x .15 (18) (19) 0.00 8,102.84 0.00 0.00 8~102.84 > > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH Decedent's Complete Address: STREET ADDRESS 3001 Market Street CITY Camp Hill I STATE PA I zip 17011- Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 7.000.00 368.41 Interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (ED) Make Check Payable to: REGISTER OF WILLS, AGENT 8~102.84 7,368.41 0.00 0.00 734.43 734.43 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ............................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I..~e that I have examingd 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 ~'~r th~ the personal repres~ehtative i~ based on all information of which preparer has any knowledge. SIGNATURE OF ~~R~~/ DATE ADDRESS 5.~ Eighth StOat t'qew Cumbe~a~d, ~ 17070 SIG NATU~R~..~E N TATIVE DATE ADDRESS 414~e~t New Cumberland, PA 17070 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. {}9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Yocum. William, A 21 04 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 pdce 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. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 1 Property located at 3001 Market St. Camp Hill, Cumberland County, PA at assessed value (117,250) times CLR (1.05) 2 Property located on Hemlock Lane Middle Paxton Twp., Dauphin County, PA at assessed value (2,400) times CLR (1.07) 3 Property located South of Stoney Creek Rd Middle Paxton Twp., Dauphin County, PA at assessed value (20,300) times CLR (1.07) TOTAL (Also enter on line 1, Recapitulation) $ VALUEAT DATE OF DEATH 123,112.50 2,568.00 21,721.00 147,401.50 (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (6-98) COMMONWEALTH OFPENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Yocum. William. A ;~1 Q4 0349 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of sun~ivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 34.99 2 3 4 5 10 11 Comcast Cable Refund Farmers Mutual Insurance refund on premium M&T Bank-Business Checking Acct. #38339358 M&T Bank-Savings Acct. #15004208629575, Princ $37,470.02, Int. $5.90 #15004208629575 M&T Bank-Checking Acct. #10133437 Net proceeds of personal property sold at public auction by Bricker's Auction on June 7, 2004 Social security checks received for Jan., Feb., & March 2004 State Farm Auto Insurance-refund on premium USI- Colburn-refund on overpayment on insurance Waypoint Bank-Checking Acct. #3100007455 Princ. $973.01, Int..09 239.00 1,011.27 37,475.92 14,080.46 2320.25 2973.00 355.23 335.45 973.10 TOTAL (Also enter on line 5, Recapitulation) $ 59~798.67 (If more space is needed, insert additional sheets of the same size) REV-1511 EX + (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER YO(;;Uml William, A ;~1 04 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. 2 3 4 5 6 7 8 9 10 11 12 FUNERAL EXPENSES: Stone & Murray Funeral Home-funeral expenses Jenn L. Carr-Reimb. on food for funeral dinner 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 Year(s) Commission Paid: Attorney Fees David H. Stone, Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip Street Address city Relationship of Claimant to Decedent Probate Fees Register of Wills State Zip Accountant's Fees Tax Retum Preparer's Fees Cumberland Law Journal-advertising Grant of Letters Jennifer L. Carr-Reimb. on medical premiums PNC Bank-check charges for four checkbooks PPL Electric-services at Market St. property PPL Electric-services at Stoney Creek prop. Penn Waste, Inc.-trash and recycling PPL Electric-services at Market St. office Janet L. Miller-RE taxes for Market St. property Montour Oil-services at Market St. prop. Mary Haring-trash hauling Travelers Ins.-ins. @ Stoney Creek prop PAW-water services at Market St property 6549 180.17 10,360.00 311.00 75.00 728.15 111.60 22.91 14.94 40.74 46.01 514.31 185.48 75.00 241.00 41.90 TOTAL (Also enter on line 9, Recapitulation) $ 27,046.24 (If more space is needed, insert additional sheets of the same size) Continuation of REV-1500 Inheritance Tax Return Resident Decedent Yocum, William, A 21 04 0349 Decedent's Name Page 1 File Number Schedule H - Funeral Expenses & Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 13 14 15 16 17 18 19 2O 21 22 23 24 25 26 27 28 29 3O 31 32 33 34 35 36 37 38 39 4O 41 42 43 44 45 46 47 48 49 5O 51 52 53 54 55 Verizon-telephone service at Market St office UGI-gas service at Market St. property Comcast-tv service Comcast Cable-tv service Verizon-telephone service at Market St. prop. Sonnie Kuntz-Smith-RE taxes at Stoney Creek Mary Haring-trash services at Market St. prop Verizon-phone service at Market St. office UGI-gas services at Market St. property PPL Electric-services at Stoney Creek prop Montour Oil-services at Market St. property PPL Electric-services at Market St. prop PPL Electric-services at Market St. office Travelers Indemnity-insurance PPL Electric-services at Market St. prop. PPL Electric-services at Market St. office PAW-water service Penn Waste, Inc.-trash and recycling @ Market Farmers Mutual Ins.-ins. for Market St. prop. PPL Electric-services at Stoney Creek prop. Sonnie Kuntz-Smith-RE taxes for Hemlock Ln Verizon-services at Market St. office Mary Haring-trash hauling at Market St. prop Farmers Mutual Ins.-ins. for Stoney Creek prop PPL Electric-services at Market St. office PPL Electric-services at Market St. property PPL Electric-services for Market St. office UGI-gas service at Market St. property Penn Waste, Inc.-services at Market St. prop. PPL Electric-services at Stoney Creek prop PPL Electric-services at Market St. prop Paul Kouvelis-shrub removal at Market St. prop PAW-water service at Market St. property PPL Electric-services at Stoney Creek prop John Mutzesbaugh-trash removal Verizon-services at Market St. office PPL Electric-services at Stoney Creek prop PPL Electric-services at Market St. office PPL Electirc-services at Market St. prop. PAW-water service PPL Electric-services at Stoney Creek prop Sonnie Kuntz-Smith-RE taxes at Stoney Creek prop. Janet L. Miller-RE taxes for Market St. prop. 338.16 60.93 80.09 81.87 30.00 124.40 60.00 345.83 39.93 14.92 140.58 10.83 11.62 500.00 13.52 12.94 12.10 40.74 100.00 17.53 15.45 124.14 120.00 201.00 15.33 18.48 13.69 3.10 40.74 14.45 16.93 500.00 12.69 15.95 600.00 140.81 30.92 11.18 19.37 13.28 17.01 236.50 1,466.19 SUBTOTAL SCHEDULE H-B7 5,683.20 Continuation of REV-1500 Inheritance Tax Return Resident Decedent Yocum, William, A 21 04 0349 Decedent's Name Page 2 File Number Schedule H - Funeral Expenses & Administrative Costs - B7. ITEM NUMBER DESCRIPTION AMOUNT 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 77 78 79 8O 81 82 83 84 Sonnie Kuntz-Smith-RE taxes for Hemlock Ln PAW-water services at Market St. prop. Mary Haring-hauling trash at Market St. prop. The Patriot News Co.-advertising Grant of Letters Reserve for closing costs Risk Managment-Verizon services PPL Electric-services at Market St. office PPL Electric-services at Market St. Montour Oil-oil services at Market St. prop. PAW-water service UGl-gas service at Market St. prop. UGl-gas service at Market St. property PPL Electric-services at Stoney Creek prop. Pearless Insurance-ins. for Market St. prop. Bates Pump Suc-services at Stoney Creek prop. PPL Electric-services at Market St. prop PPL Electric-services at Market St. prop. PPL Electric-services at Market St. office UGl-gas service at Market St. property PPL Electric-services at Market St. property Penn Waste, Inc.-trash and recycling UGl-gas service at Market St. property PPL Electric-services at Stoney Creek prop PPL Electric-services at Market St. prop PPL Electric-services at Market St. office Mary Haring-hauling debris at Stoney Creek prop PAW-water services at Market St. prop UGl-gas services at Market St. property Janet L. Miller-pers tax on Market St. prop 27.96 17.89 65.OO 115.45 500.00 111.85 13.91 23.83 92.72 15.01 21.95 13.50 14.45 460.00 50.00 12.76 12.47 8.36 12.27 8.71 40.74 12.27 26.60 28.15 43.55 75.00 24.12 12.31 5.00 SUBTOTAL SCHEDULE H-B7 1,865.83 REV-1512 EX + (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Yocum. William, A ;:1 Q4 Include unreimbursed medical expenses. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Paul D. Dalbey, DPM-services rendered prior to death 36.55 Wellspan Medical Group-services rendered prior to death TOTAL (Also enter on line 10, Recapitulation) (If more space is needed, insert additional sheets of the same size) 54.35 90.90 REV-1513 EX + (9.nm COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Yocum, \ lilli~m, A NUMBER I. 1. II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a)(1.2)] Jennifer L. Yocum n/k/a Carr 520 Eighth Street New Cumberland, PA 17070 FILE NUMBER 21 Q4 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Lineal Q~49 AMOUNT OR SHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART I! - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) 180,063.03 LAST WILL AND TESTAMENT OF WILLIAM A. YOCUM I, WILLIAM A. YOCUM~ of the Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament hereby revoking and making void any and all other Wills by me at any time heretofore made. I. I direct that my Executrix, hereinat~er named, shall pay all my just debts and funeral expenses as soon as conveniently may be done after my decease. II. All the rest, residue and remainder of my estate, whether real, personal or mixed, and wheresoever situate, I hereby give, devise and bequeath unto my daughter, JENNIFER L. YOCUM, per stirpes. In the event that my daughter, JENNEFER L. YOCUM, predeceases me without issue, then this giit to her shall be divested, and I then direct that my Executrix hereinaiter named, shall sell all the rest, residue and remainder of my estate, whether real, personal or mixed, and I then give and bequeath the net proceeds derived therefrom to my church, The Trinity United Methodist Church of New Cumberland, Pennsylvania. III. I hereby nominate, constitute and appoint my daughter, JENNIFER L. YOCUM, AS Executrix of this, my Last Will and Testament. If my said daughter, JENNIFER L. YOCUM, should predecease me, not qualify or not accept the position of Executrix, then I hereby nominate, constitute and appoint, MARGARET M. GEHR as Executrix. IV. I direct that my fiduciary, herein named, shall not have to post bond for the faithful performance of its duties. IN WITNESS WHEREOF, I, WILLIAM A~ YOCUM, the Testator, have unto this my Last Will and Testament, set my hand and seal this day of ,1999. (SE~L) SIGNED, SEALED, PUBLISHED and DECLARED by WILLIAM A. YOCUM, the above named Testator, as and for his Last Will and Testament in the presence of us who have hereunto subscribed our names as witnesses at his request, in the presence of the said Testator and of each other. ACKNOWLEDGMENT AND AFFIDAVIT STATE OF PENNSYLVANIA ) ) SS. COUNTY OF CUMBERLAND ) We, WILLIAM A. YOCUM, and , the Testator and the witnesses, respectively, whose Page 2 of 3 names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and that he signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and heating of the Testator, signed the will as witness and that to the best of their knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no eonstraim or undue influence. (SEAL) Testator (SEAL) Witness Witness SUBSCRIBED, sworn to and acknowledged before me by WILLIAM A. YOCUM, the Testator, and subscribed and sworn to before me by and , witnesses, this day of (SEAL) ,1999. Notary Public Page 3 of 3 ~l-CT--Warran~ De~l--Short Form--Act 1.q0g--Double Sheet Henry Hall, Inc., Incllana, Pa. n g Etters, York County, P.~h' nsylva~a, ~ ~-iLI~M A. YOCUM, of the Borough of Camp Hill, Cumberland County, Pennsyl- vania, ~' Grantee : WITNESSETH, that in ce..~r~tio~ of FORTY-ONE THOUSAND THREE HUNDRED FIFTY ($41,350.00) ........................ Do/~r~, in hand ~zid, the re~i~t ~hereo! ~ kereblt a~Irnmol~le~ th6 ~zid ~ra~or does ~L ~T CERtAiN ~oC or p~ece of ~and s~CuaCe ~n the Borough o~ Camp County o~ Cumberland and State of Pennsylvania, bounded and described as ~o~o~s: BEGX~X~G aC a po$n~ aC the Southwestern corne~ o~ ~rkeC Street and 30ch S~reeC; thence Sa a Southerly direction a~ong the gesCern ~$ne o~ 30ch S~reec, one hundred ~$~Cy and seven tenths (~50.7) ~eeC Co a ten fooC a~ey; thence Sn a ~esCer~y d~recC$on a~ong said ten ~ooc a~ey sSxCy-seven and eight tenths (67.8) ~eet Co a point; thence Sa a ~orCher~y d$~ecciou one hundred ~fCy (~50)~eec to ~ket SC~eec; thence ~n an Easterly d~cecCion a~ong the Southern ~$ae o~ ~rkeC Street, ~$~ty-one and s$x~y-~ve hundredths (5L65) ~eeC to the p~ace o~ BEGI~NG. BEING the same premSses wh$ch Pau~ D. Leedy and Irene F. Leedy, his wife, by deed dated 5une 22, ~973, and ~ecorded ~n the C~ber~and County Reco~dec's O~ce Sn Deed Book 25, Volume "F", Page 570, granted and conveyed unto Robert C. Derr$ck and ~rgareC G. De~r$ck, his wife. The said Robert C. Derr$ck dSed September 28, ~982, and CSt~e vested ~n ~garec G. Derrick by operat$on of Scheol Dist.""~umb. Ce., And tke said g~an~or I~reby covenafnt$ and o~ee that she will warrant generally the prope~ hereby convelled. 117 WITNESS WHEREOF, said grantor the d~ll and llsa~ first above urritt~n. has hervunbo zet her hand and se~l Stat~ of Pennsylvania ~ tA~, the ~ ~ ~V ol~ , 1987 , belor, t~ u~~ o~, ~s~ ~ed ~rgaret G. Derrick, widow and single person, the undorsigned oj~er, p~'sonalllt alypsared known to me (or s~is[a~x~illt prove) to be ~ p~s~ w~se ~ ~bs~bed ~ ~e ~in i~, ~ ~~ t~ exe~ed ~ ~ the ~os~ t~ei~ IN WItNeSS WH~OF, I ~ set m~ ~ a~ o~ z~ l~t~ of Offwer. governmax.com 3.0 Dauphin Coun Summary Parcel Info Summary Prir.:table '['ab Assessments Property ID 430250290000000 Address SOUTH OF HEMLOCK LN Valuation Summary Property ID 430250290000000 Property Address SOUTH OF HEMLOCK LN Search By Property ID Street Address Owner Name and Mailing Address Owner Address YOCUM WILLIAM A 3001 MARKET ST CAMP HILL PA 170114540 Site Functions Login/Logout Pro perty Details Sea rch Municipality Neighborhood Appeal Form School District Subscription Use Code Zone Feedback Property Type On-Line Help Heating Air Cond. Home Clean and Green No Index Order Street Address Page 1 of 2 Site Provided by.,. governmax.com TI,1 i~ Street Address 27 of 67 Card lofl Market Value $20,300.00 Deed Reference 0179/026 43 MIDDLE PAXTON TWP Sq Ft Finished Living Area 500 43002 STONEY CREEK GENERAL Year Built 1900 22140 Central Dauphin Story Height 1 P01 Cabin/Cottage Bedrooms 2 R:t Residential single family Full Baths 2 Residential Half Baths 0 7 Floor Furnace Basement Garage NO FirePlace(s) 0 User ID : dauphin_guest Legal disclaimer / privacystatement This Data is as of 12/21/2004 http://www~dauphinpr~pertyinf~~~rg/~r~p~rtyrnax/agency/dau~hin/dau~hin-tab-~ass~ssment~as~?t-nm=~~~ 12/22/2004 DE0-24-04 FRI 09:18 P, 03 , DE0-24-04 FR] 09:~9 P. 04 &mm l,wmmm~mmd b.z lind ir 1525 .Cmhr 17011 ~ 179m ~7 g. ovemmax.com 3.0 :~ ~ ~ ~ Dauphin County Summary Parcel Info Summary ,Printable Tab Assessments Property ID Address 430261470000000 HEMLOCK LN L5A Valuation Summary Property ID 430261470000000 Property Address HEMLOCK LN LSA Search By Proper'~y ID Street Address Owner Name and hfailing Address Owner Address YOCUM WILLIAM A 3001 MARKET ST CAMP HILL PA 170114540 Site Functions Login/Logout Pro pe rty Details Sea rch Hunicipality Neighborhood Appeal Form School District Subscription Use Code Zone Feedback Property Type On-Line Help Heating Air Cond. NO Home Clean and Green No 43 MIDDLE PAXTON TWP 43002 STONEY CREEK GENERAL 22140 Central Dauphin L14 Unbuildable Lot R1 Residential single family 1 Vacant Page 1 of 2 Index Order Street Address Site Provided by,.. governmax.com T1,2 l~ S~reet Address 30 of 67 Card Iofl Market Value $2,400.00 Deed Reference 2934/136 Sq Ft Finished Living Area 0 Year Built 0 Story Height 0 Bedrooms 0 Full Baths 0 Half Baths 0 Basement Garage 0 FirePlace(s) 0 User ID : dauphin_guest Legal disclaimer / privacystatement This Data is as of 12/21/2004 ~ttp://x~ww~dauphinpr~p~rtyinf~.~rg/pr~pertymax/agen¢y/dauphin/dauphin-tab-gassessment.asp?t-nm=... 12/22/2004 THIS DEED, Made the 8th day of Sep'teraber Nineteen Hundred and Ninety-Seven (1997). BETWEEN GARY T. DEIMLF~R and NANCY L. DEIMLER, husband and wife, of the Township of Middle Paxton, County of Dauphin, and Commonwealth of Pennsylvania, GRANTORS and parties of the first part AND WILLIAM .4. YOCUM of the Borough of Cumberland and Commonwealth of Pennsylvania, the second part. Camp Hill, County of GRANTEE and party of WITNESSETH that the said parties of the first part, for and in consideration of the sum of Tlsro THOUSAND Tl~O HUNDRED FIVE DOt. tARS ($2,205.00) lawful money of the United States of America, unto them well and truly paid by the said party of the second part, at or before the sealing and delivery of these presents, the receipt whereof is hereby acknowledged, have granted, bargained, sold, aliened, enfeoffed, released, conveyed and confirmed, and by these presents do grant, bargain, sell, alien, enfeoff, release, convey and confirm, unto the said party of the second part, his heirs and assigns forever, ALL THAT CERTAIN piece or parcel of land situate in Middle Paxton Township, County of Dauphin and Commonwealth of Pennsylvania, more particularly bounded and described as follows, to wit: BEGINNING at a point on the eastern line of the lands now or formerly of Ethal Wilbert, said point being the northwestern corner of the lands now or formerly of William A. Yocum and also being on the southern side of Hemlock Lane (25'); thence from the place of the beginning and along the lands now or formerly of Ethal Wilbert, North six degrees no minutes twenty- BY, 2 9 3 two seconds West, sixty-three and sixty-three hundredths feet (N 06° 00' 22" W, 63.639 to a point at the southwestern corner of Lot #6; thence along the southern line of Lot #6 and Lot #5, North seventy-five degrees three minutes eighteen seconds East, two hundred forty-eight and forty-eight hundredths feet (N 75° 03' 18" E, 248.489 to a point on the western line of Lot No. 4A; thence along the aforesaid line, South twenty-three degrees ten minutes thirty- seven seconds West, seventy-nine and ninety hundredths feet (S 23° 10' 37" W, 79.909 to a point, a common corner of the lands now or formerly of Charles E. Neff and Lor~ A. Neff, his wife, and VvTlli~m A. ¥ocum; thence along the northern line of the lands now or formeriy of 14~lliam A. ¥ocum, South seventy-five degrees three minutes eighteen seconds West, two hundred nine and four hundredths feet (S 75° 05' 18" W, 209.049 to a point on the eastern line of the lands now or formerly of Ethal Wilbert, the place of BEGINNING. CONTAINING in area 14,380.2 square feet or 0.3301 acres. BEING LOt #5A on a Subdivision Plan prepared for Stony Mountain Meadows by Reed Engineering, Inc., Professional Land Surveyors, being dated January 6, 1997 and recorded in the Recorder of Deeds Office of Dauphin County in Plan Book "N'; Volume 6, Pages 50 - 53. IT BEING part of the same premises which Ralph Stone, Executor of the Estate of W. G. Stone, a/k/a Warren G. Stone, by his Deed dated February 14, 1996 and recorded in the Recorder of Deeds Office of Dauphin County in Record Book 2560, Page 382, granted and conveyed unto Gary T. Deimler and Nancy L. Deimler, his wife, the GRANTORS herein. TOGETHER with all and singular the buildings and improvements, ways, waters, water-courses, rights, liberties, privileges, hereditaments and appurtenances whatsoever thereunto belonging or in anywise appertaining, and the reversions and remainders, rents, issues, and profits thereof; and all the estate, right, title, interest, property, claim and demand whatsoever of the said parties of the first part, in law, equity or otherwise, howsoever, in and to the same and every part thereof. TO HAVE AND TO HOLD the said lot or piece of ground above-described with the messuage or tenement, thereon erected, hereditaments and premises hereby granted, or mentioned, and intended so to be, with the appurtenances, unto the said party of the second part, his heirs and assigns, to and for the only proper use and behoof of the said party of the second part, his heirs and assigns, FOREVER AND the said parties of the first part, for themselves, their heirs, executors and administrators, do by these presents covenant, grant and agree to and with the said party of the second part, his heirs and assigns, that they the said parties of the first part, their heirs all and singular the hereditaments and premises herein above described and granted, or mentioned, and intended so to be, with the appurtenances, unto the said party of the second part, his heirs and assigns, against them, the said parties of the first part, and theirheirs, and B ('2934 i-37 against all and every other person or persons whomsoever, lawfully claiming or to claim the same or any part thereof, SHALL AND WILL SPECIALLY WARRANT AND DEFEND their hal?dS?/,seals, Signe.~,~ Sei~ed and IN WITNESS WHEREOF, the said parties of the first part have to these presents set dated the day and year first above written. and Delivered (SEAL) (SEAL) I1~50 Ill Ul:Ul mi lO.ti 11.8 70Al BK.2:93 L~ P,~, 138 COMMONWEALTH OF PENNSYLVANIA: : COUNTY OF DAUPHIN : On this the 8th day of September~ 1997, before me a Notary Public, the undersigned officer, personally appeared GARY T. DEIMLF. R and NANCY L. DEIMLF. R, his wife, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed the same for the purpose therein contained. IN WITNESS WHEREOF, I have hereu~W set my hand and official seal. Notarial Seal ~ Notary Public (._.. - i' Th]:'a L. Carns, Notary Public I hereby certify that the precise address of the Grantee herein is: Aflomey for Gr~ - - ~ I hereby CERTIFY that this document is recorded in the Flecorder's Office of Dauphin County, Pennsylvania. .,,,,,'?~.'~ ' ~'~! ' ?,,,,. '~ ~-'"' .,x~ c¢' 'UOmmm~~x'' Recorder of Deeds C: I TLL tD EED IDEIMLER. SA BI(2 9 3 I,i, i :3:9 MaTBank July 19, 2004 / Revised Stone LaFaver & Shekletski Attorneys At Law 414 Bridge Street Post Office Box E New Cumberland, PA 17070 499 Mitchell Street, Millsboro, DE 19966 Estate of William A. Yocum Date of Death: April 9, 2004 Social Security Number: 165-26-7481 Dear Mr. Stone: In response to your request, please be advised that at the time of death, the above- named decedent had on deposit with this bank the following accounts. 1. Account Type ........................... Checking Account Account Number. ...................... 10133437 Ownership (Names of) .............. William A. Yocum Opening Date ........................... 05/28/92 (account closed 05/04/04) Balance on Date of Death. ......... $14,080.46 Accrued Interest $ 0.00 Total ....................................... $14,080.46 2. Account Type ........................... Savings Account Account Number ....................... 15004208629575 Ownersh/p (Names oj') .............. William A. Yocum Opening Date ........................... 02/19/93 (account closed 05/04/04) Balance on Date of Death. ......... $37,470.02 Accrued Interest $ 5.90 Total ....................................... $37,475.92 · Page 2 3. Account Type ........................... Business Checking Account Account Number. ...................... 38339358 Ownership (Names o J) .............. William A. Yocum Law Account /William A Yocum, Signator Opening Date ........................... 09/28/87 Balance on Date of Deatlz ......... $1,011.27 Accrued Interest $ 0.00 Total ....................................... $1,011.27 July 19, 2004 Sincerely, ~ett, Re~~ed Letter, Records Management 1-888-502-4349 LOOK FOR US. WE'LL GET YOU THERE. 6/4/2004 STONE LAFAVER & SHEKLETSKI 414 BRIDGE ST PO BOX E NEW CUMBERLAND PA 17070 The information which you requested on the account(s) of WILLIAM A YOCUM (Social Security Number 165-26-7481 ) is/are as follows: Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death 3100007455 CHECKING 051499 973.01 .09 973.10 Account Ownership SOLE Name of Joint Owner, if any Date Ownership 051499 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested ~RINE~ATTS SENIOR SERVICES REP. RO. Box 171 I, HARRISBURG, PENNSYLVANIA 17105-1711 Toll FrE~ 1-866-WAYPOINT (I-1~66-~929-7646) · IN YORK AREA 717/Eil5-4500 · www. wagpointbank.com o2 ~p $ 002.670 0002548562 JAN 07 2005 MAILED FROM ZIP CODE 17070 :FICES OF ~ & SHEKLETSKI GE STREET FICE BOX E LAND, PA. 17070 ills office unty Court House Square 17013 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 004821 DUPLICATE YOCUM JENNIFER L NKA 520 EIGHTH STREET NEW CUMBERLAND, PA 17070 ACN ASSESSMENT CONTROL NUMBER AMOUNT ........ fold 101 $734.43 ESTATE INFORMATION: SSN: 165-26-7481 FILE NUMBER: 21 04-0349 DECEDENT NAME: YOCUM WILLIAM A DATE OF PAYMENT: 01/10/2005 01/07/2~5~. ~. POSTMARK DATE: COUNTY: CUMBERLAND DATE OF DEATH: 04/09/2004 REMARKS: TOTAL AMOUNT PAID' $734.43 SEAL CHECK# 1115 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Glenda Farner Strasbaugh Register of Wills and Clerk of Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage. Esq Solicitor Register of Wills and Clerk of the Orphans' Court County of Cumberland One Courthouse Square Carlisle, PA 17013 (717) 240-6345 FAX (717)240-7797 INVOICE Bill To: InvoiceNo: Invoice Date: Estate of: Estate No: DAVID H STONE 414 BRIDGE ST NEW CUMBERLAND, P A 17070 Qty 1 Fee Description Short Certificates Fee Total 4.00 $4.00 Total: $4.00 Checks should be made payable to the Register of Wills. Terms: Net 30. Please return one copy of this invoice with your payment. Thank you. 232 2/24/2005 William Yocum 21-2004-0349 vz BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, AllOWANCE OR DISAllOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX DAVID H STONE ESQ STONE ET AL 414 BRIDGE ST NEW CUMBERLAND PA 17070 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-28-2005 YOCUM 04-09-2004 21 04-0349 CUMBERLAND 101 '* REV-1547 EX AFP (03-05) WILLIAM A Allount Rellitted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ 1!~~4"Yf.m.m!'1m'.Wtm.W.fPMtArf~M!r.m.IWJ1ITft~~.~t!N'~M.OW'.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF YOCUM WILLIAM A FILE NO. 21 04-0349 ACN 101 DATE 03-28-2005 TAX RETURN WAS: (X) ACCEPTED AS FILED CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (l) (2) (3) (4) (5) (6) (7) 147,401.50 .00 .00 .00 59.798.67 .00 .00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage liabilities/liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) UO) 27,046.24 90.90 (11) (2) (3) (4) NOTE: .00 X 180,063.03 X .00 X .00 X DATE 07-03-2004 01-07-2005 AMOUNT PAID 7,000.00 734.43 ) NUMBER " CD004151 " CD004821 INTEREST/PEN PAID (-) 368.42 .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. NOTE: To insure proper credit to your account, subllit the upper portion of this forll with your tax paYllent. 207,200.17 00 = .' 0');. J;: = 1'1? 2:;= 15.... .-.. -.- ::.~-::: u.,i=' ; 27.137 14 180,063.03 .00 180,063.03 19 will "'~ . 00 L):Jl, 1 OZ.' B4 '.fi~ :~':,'.J ,. ':. :O_Q 18,102.8~ C0 (J} I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of line 14 at Spousal rate (15) 16. Allount of line 14 taxable at lineal/Class A rate (16) 17. Allount of line 14 at Sibling rate (17) 18. Allount of line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDI S: 8,102.85 .0ICR .00 .0ICR IF TOTAL DUE IS lESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~ c:)~:." ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: William A. Yocum Date of Death: April 9, 2004 Will No. 21-04-0349 To the Register: 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. Yes ----X- State whether administration of the estate is complete: 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: N/A (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 an be attach d to this report. Date: i'~ /)/""} ,""'r"\,\\~ David H. Stone s 414 Bridge Street New Cumberland, PA 17070 717-774-7435 Capacity: Personal Representative X Counsel for Personal Representative 9~.1 IPI 0) .0 {J.. t:"tlcl' U\..J scuz ,-'V" J 1-' r",'-"'"," j0 :Ui:J:U lbUtlUJJO '~ est\rel\YOCUMjennifer IN RE: ESTATE OF WILLIAM A. YOCUM LATE OF THE BOROUGH OF CAMP HILL, CUMBERLAND COUNTY, PENNSYLVANIA IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 21-04-0349 RECEIPT, RELEASE AND WAIVER OF ACCOUNTING KNOW ALL MEN BY THESE PRESENTS, that I, JENNIFER L. YOCUM N/K/A JENNIFER L. CARR, being the sole beneficiary under the will of WILLIAM A. YOCUM, do hereby acknowledge that I have received all sums of money and property due me by virtue of the death of WILLIAM A. YOCUM, in full satisfaction and settlement of all of my rights and claims under his estate. I further declare, intending to be legally bound, that I hereby waive my right to require the filing of a First and Final Account and Proposed Schedule of Distribution in any Court of Common Pleas having jurisdiction over the same, and I acknowledge that I have had an opportunity to examine copies of the books and records of the said estate, and I agree to the final distribution of the estate without further formalities, and with the same force and effect as if a First and Final Account and Proposed Distribution had been filed in a Court of Common Pleas of Pennsylvania having jurisdiction over the same and duly audited and confirmed. AND THEREFORE, I, JENNIFER L. YOCUM N/K/A JENNIFER L. CARR, do by these presents, remise, release, quitclaim and forever discharge the Executrix, her heirs, successors and assigns, from the acts of the Executrix as aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims, and demands whatsoever, for or by reason thereof, or any other act, matter, cause or thing whatsoever, and I do hereby consent to the discharge of the said Executrix. IN WITNESS WHEREOF, I have hereunto set my hand and seal the ID~ day of 6rt,LA witn~ , 2005. -<:; '/ COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF CUMBERLAND On this, the / D fI.. day of [)[i n~ , 2005, before me a Notary Public, the undersigned officer, personally appeared JENNIFER L. YOCUM N/K/A JENNIFER L. CARR, known to me (or satisfacto- rily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the pur- poses therein contained. IN WITHESS WHEREOF, I have hereunto set my hand and seal the day and year first above written. ~'~~ Notary Public COMMONWEALTH PENNS'I'lVANIA NOTARIAL SEAL TINA M. BURKEY. Notary Public New Cumberland Boro, Cumberland Co. My Commission Expires April 15, 2009 -2- 'WEA t)f PENNSYlVANIA "--"NOTARIAL SEAL IINA M. BURKEY, Notary Public I New Cumberland Bora, .cumberland Co, ; My Commission Expires April 15, 200\1 I