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Home My WebLink About03-0600Estate of Margaret S. Hassenplug a~o known as Deceased. Social Security 3fo. ~ 175-26,08'58' 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 will of the above decedent, dated November 7, 1995 and codicil(s) dated PETITION FOR PROBATE and GRANT OF LETTERS To: Register of Wills for the County of Cumherl and in the Commonwealth of Pennsylvania named ., 19 (state relevant circumstances, ~.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumhorl mnH h ~r last family or principal residence at 4837 East Trindle Hampdan Township (list street, number and muncipality) County, Pennsylvania, ~th Road, Apt 319 Decendent, then 94 years of age, died July 9 ,XlSg. 2003 ., at 4Rq7 E. Trind]~ Rd, Apt qlg, Hampden Tox, m.~h~p 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 ia- 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. equ.est(s) the probate of the last will and codicil(s) presented herewith and the grant of letters, testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. 432 Lamp Post Lane Camp Hill. PA 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA '~ ss COUNTY OF 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- tative(s) of the above decedent petitioner(s) will well ao~d truly administer the estate according to law. Swo n or be~e me_ this ~ day of { ~' /9- 1,5'W- I ~ No. ~,Q/-EP3~ ~a~ Estate of MARGARET S. HASSENPLUG .,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW (~'J-J ~9~ ~'~, in consideration of the petition on the reverse side hereof, satisfa~ctory proof having been presented before me, IT IS DECREED that the instrument(s) dated November 7. 1995 · described therein be admitted to probate and filed of record as the last will of Margaret S. Hassenplug ; and Letters T~.~ ~ mm ~n ~ a ry are hereby granted to NANCY H. BAYLISS FEES Probate, Letters, Etc .......... S.hort.,~Certificates( )'. ......... $ ~,?, .~ - ~h~n~cguon ................ $ ~ _ TOTAL Filed .~. ~ ....... Register of Wills David H. Radcliff TrO Y( up. t..ID. 20 ErSor ~ola'~, Lemoyne, PA 17043 ADDRESS (717) 236-9318 PHONE 105.805 RFV 9/86 This is to certi ,fy that the information here given is correctly copied from an original certificate of death dui), filed with me as I,ocal 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 No. Local Registrar Date ~3 ~Lev 2/a7 COMMONWEALTH OF PENNSYLVANIA o DEPARTMENT OF HEALTH - VITAL RECORDS CERTIFICATE OF DEATH ,,. .~e.~ ~,,,. ~.~o. I,,. - I,,. '~'~' ~ I "'~'" ~ I,.. ~ ..... J,,. 4837 E~t TrZ~d~g Road ,.. John D ~.s~,~. '--?-' =~. I~. 432 L~p Post Lane, C~p Hlll, PA 17011 ., ~' , -9 ~ I ~= .~ ~ .~ ~. ~.~.~.. ....... ~ .......... ~ ...... Ira. 4100 ~g~.~o~ Road, H~r~sb~g, PA 17109 m immm~m DU~ TO 83R AS A CONSEQ4JENCE OF): d I~MI'E OF INJUflY ITIME O~ INJUflY AND TITLE OF CERTIFIER Last W',Jl of MARGARET S. HASSENPLUG I, MARGARET S. HASSENPLUG, of Mechanicsburg, Cumberland County, Pennsylvania, make this Will and revoke all of my prior wills and codicils. Article One My Family I am not now m~ried. The name and birth date of my child are: NANCY H. BAYLISS, born May 8, 1931 All references to my children in my will are to this child, as well as any children subsequently born to me, or legally adopted by me. Page 1 Article Two Distribution of My Property Section 1. Pour-Over to My Living Trust All of my property of whatever nature and kind, wherever situated, shall be distributed to my revocable living trust. The name of my trust is: MARGARET S. HASSENPLUG, sole Trustee, or her successors in trust, under the MARGARET S. HASSENPLUG LIVING TRUST, dated November 7, 1995, and any amendments thereto. Section 2. Alternate Disposition If my revocable living trust is not in effect at my death for any reason whatsoever, then all of my property shall be disposed of under the terms of my revocable living trust as if it were in full force and effect on the date of my death. Article Three Powers of My Personal Representative My personal representative shall have the power to perform all acts reasonably necessary to administer my estate, as well as any powers set forth in the statutes in the State of Pennsylvania relating to the powers of fiduciaries. Article Four Payment of Expenses and Taxes and Tax Elections Section 1. Cooperating with the Trustee of My Living Trust I direct my personal representative to consult with the Trustee of my revocable living trust to determine whether any expense or tax shall be paid from my trust or from my probate estate. Section 2. Tax Elections My personal representative, in its sole and absolute discretion, may exercise any availsble elections with regard to any state or federal tax laws. My personal representative shall not be liable to any person for decisions made in good faith under this Section. Section 3. Apportionment All expenses and claims and all estate, inheritance, and death taxes, excluding any generation-skipping transfer tax, resulting from my death and which are incurred as a result of property Imssing under the terms of my revocable living trust or through my probate estate shall be paid without apportionment and without reimbursement from any person. However, expenses and claims, and all estate, inheritance, and death taxes assessed with regard to property passing outside of my revocable living trust or outside of my probate estate, but included in my gross estate for federal estate tax purposes, shall be chargeable against the persons receiving such property. Page 3 Article Five Appointment of My Personal Representative I appoint NANCY H. BAYLISS to be my personal representative. If NANCY II. BAYLISS cannot act, or is unwilling to act, I appoint, in the order Named, the following successor personal representatives: First, RICHARD BAYLISS; then Second, MERRILL LYNCH TRUST CO. OF AMERICA, an Illinois corporation. I direct that my personal representatives not be required to furnish bond, surety, or other security. I have initialed all of the pages of this Will, and have signed it on November 7, 1995. MARGA~T S. HASSENPLUC ~' Y The foregoing Will was, on the day and year written above, published and declared by MARGARET S. HASSENPLUG in our presence to be her Will. We, in her presence and at her request, and in the presence of each other, have attested the same and have signed our names as attesting witnesses and have initialed each page. We declare that at the time of our attestation of this Will, MARGARET S. HASSENPLUG was, according to our best knowledge and belief, of sound mind and memory and under no undue duress or constraint. WITNESS ,// Page 4 COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CLrMBERLAND : I, MARGARET S. HASSEN-PLUG, Testatrix whose name is signed to the attached or foregoing instrument, having been duly q,,slified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. f. MARGOT S. I-IA SENPLUG' Sworn and subscribed to before me by MARGARET S. HASSEKPLUG, Testatrix, of 995. (SEAL) COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CLrMBE~ : We, David II. Radcliff and .~.acf,e/ ~ Co~ , the witnesses whose ~mmes are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw MARGARET S. HASSENPLUG, Testatrix sign and execute the instrument as her last Will and Testament; that MARGAR2IT S. HASSEN-PLUG, signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each or us in the hearing and sight of the Testatrix signed the Will as witnesses, and that to the best of our knowledge the Testator was at the time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me Notary Public My Commission Expires: (SEAL) [ ~t~qz~ S~ ,~luehanna Twp., Dauphin CERTIFICATION OF NOTICE UNDER RULE 5. 6(a) Date of Death: Will No. 00600-2003 To the Register: Name of Decedent: MARGARET S. HASSENPLUG July 9, 2003 Admin No. I certify that the Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served or mailed to the following beneficiaries of the above-captioned estate on August 1, 2003. NAME NANCY H. BAYLISS ADDRESS 432 Lamp Post Lane Camp Hill, PA 17011 Date: RADCLIFF LAW OFFICE, P.C. AVID H. RADCLIFF, ESQ. ~'/ 20 Erford Road, Suite 300A / / -/ Lemoyne, PA 17043 (717) 236-931S Capacity: Personal Representative X Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 28O6O1 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 0O3O79 RADCLIFF LAW OFFICES 20 ERFORD ROAD LEMOYNE, PA 17043 ........ fold ESTATE INFORMATION: SSN: 175-26-0858 FILE NUMBER: 2103- 0600 DECEDENT NAME: HASSENPLUG MARGARET S DATE OF PAYMENT: 10/02/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/09/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $18,450.00 TOTAL AMOUNT PAID: $18,450.00 REMARKS: NANCY H BAYLISS C/O RADCLIFF LAW OFFICES SEAL CHECK//1229 INITIALS' SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21 _ 03 00600 COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURI~( NUMBER I-- HASSENPLUG, MARGARET S. Z I'~ DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE LLI 07/09/2003 12/06/1908 ~ REGISTER OF WILLS iii (IFAPPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER -~00 fl. r~-j 1. Odginal Return [] 2. Supplemental Retum [] 4. Limited Estate [] 4a. Futura Interast Compromise (date ofdaam after 12-12-82) r~6. Decedent Died Testate (Altach copy of Will)[~ 7. Decedent Maintained a Living Trust (^,ach cmy of'rrus~) [~] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (da~ of dam be,~,en 12-31-91 and 1-1-95) NAME David H. Radcliff, Esq. FIRM NAME (IfApplicable) Radcliff Law Office, P.C. TELEPHONE NUMBER (717) 236-9318 ]3. Remainder Retum (data of daam pr~ ~o 12-13-82) ]5. Federal Estate Tax Return Requirad 8. Total Number of Safe Deposit Boxes ~11. Election to tax under Sec. 9113(A) (^t~ach sch o) COMPLETE MAILING ADDRESS 20 Erford Road, Suite 300^ Lemoyne, PA 17043 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 Beposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointiy 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) 14. Net Value Subject to Tax (Line 12 minus Line 13) 1,509.41 8,239.97 383,271.~5 (8) 450,799.54 4,740.01 778.97 (11) 5,518.98 (12) 445,280.56 (13) (14) 445,280.56 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 19. Tax Due x .0_ (15) 445,280.56_ x .0 45 (16) x .12 (17) x .15 (18) (19) 20,037.63 20,037.63 Decedent's Complete Address: STREET ADDRESS 4837 East Tdndle Road, Apt. 319 CITY .... MecnanlcsDurg Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount I STATEpA Interest/Penalty if applicable D. Interest E. Penalty 18,450.00 971.05 (1) Total Credits ( A + B + C ) (2) 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. A. Enter the interest on the tax due. ZIP 17050 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. 20,037.63 19,421.05 0.00 616.58 616.58 (3) (4) (5) (5A) (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; .......................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of pedup/, I declare that I have examined this return, including accoi~pa.ying schedules and statements, and to the best of my knowledge and belief, it is true. correct and complete. Declaration of p~eparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RE~S.~,ONSIBLE FOR FILING RETURN ADDRESS 11736 Caravel Circle, Ft, Myers, FL 33908 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE 20 Erford Road, Ste 300A,/Lemoyne, PA 17043 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°1o [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 RS. §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-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARGARET S. HASSENPLUG SCHEDULE B STOCKS & BONDS FILE NUMBER 21-03-0600 ITEM NUMBER 1. All property jointly-owned with right of survivorship must be disclosed on Schedule F. DESCRIPTION 5409.92 shares Vanguard GNMA Fund, Acct #09792154702 (10.68/share) TOTAL (Also enter on line 2, Recapitulation) VALUE AT DATE OF DEATH 57778.61 $ 57,778.61 (If more space is needed, insert additional sheets of the same size) REV-1508 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER MARGARET S. HASSENPLUG 21-03-00600 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 2. 3. 4. 2003 Federal Income Tax Refund 2003 Pennsylvania Income Tax Refund Country Meadows - Refund Comcast - Refund $ 1070.00 78.00 343.48 17.93 TOTAL (Also enter on line 5, Recapitulation) $ 1509.41 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-§8~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Hassenplug, Mar§amt S. SCHEDULE F JOINTLY-OWNED PROPERTY FILE NUMBER 12-03-0600 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A.Nancy H. Bayliss 11736 Caravel Circle Ft. Myers, FL 33908 Daughter JOINTLY-OWNED PROPERTY: L~ a i ~ DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINl MADE INCLUDE NAME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT IDENTIFYING NUMBER, ATTACH DEED FOR JOINTLY-HELD REAL ESTATE, VALUE OF ASSET INTEREST DECEDENT'S INTEREST 1. A. 1/1/78 PNC Bank Acct #5140027312 16479.94 50% 8239.9 TOTAL (Also enter on line 6, Recapitulation)$ 8,239.97 (If more space ~s needed, insert additional sheets of the same size) REV-1510 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF MARGARET S. HASSENPLUG SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY FILE NUMBER 21-03-00600 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY ITEM INCLUDE THE NAME OF THE TRANSFEREE, THEIR RELATIONSHIP TO DECEDENTAND DATE OF DEATH % OF DECD'S EXCLUSION TAXABLE NUMBER THE OAT~ OF TRANSFER. A'I'rACHACOPYOFTHEDEEDFORREALESTATE. VALUE OFASSET INTEREST (IFAPPLICA~LE} VALUE 1. Margaret S. Hassenplug Living Trust, 383271.5_~ 100% 383271.~ dated November 7, 1995 TOTAL (Also enter on line 7 Recapitulation) $ 383271.55 (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 ESTATE OF SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER MARGARET S. HASSENPLUG 21-03-00600 Debts of decedent must be reported on Schedule I. ITEM NUMBER 2. 3. 4. 5. 6. 7. 8. DESCRIPTION FUNERAL EXPENSES: Cremation Society of PA Gingrich Memorials St. John's Cemetery Funeral Meal ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Secudty Number(s)/EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees 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 Accountant's Fees Tax Retum Preparer's Fees Inventory & Postage State Zip Inheritance Return Filing Fee TOTAL (Also enter on line 9, Recapitulation) AMOUNT 101.26 95.00 200.00 171.55 4000.00 140.00 25.00 7.20 $ 4740.01 (If more space is needed, insert additional sheets of the same size) REV-1512 EX+ (6--98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS MARGARET S. HASSENPLUG FILENUMBER 21-03-00600 ITEM NUMBER Links 2 Care Verizon West Shore EMS Include unreimbursed medical expenses. DESCRIPTION TOTAL (Also enter on line 10, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 720.31 15.21 43.45 778.97 REV-1513 EX+ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF MARGARET S. HASSENPLUG FILE NUMBER ~-i -03-00600 NUMBEtq I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116(a)(1.2)] Nancy H. Bayliss 11736 Caravel Circle Ft. Myers, FL 33908 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Daughter ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SF~OUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ (If more space is needed, insert additional sheets of the same size) AMOUNT OR SHARE OF ESTATE 100% I, MARGARET S. HASSENPLUG, of Mechanicsburg, Cumberland County, Perm~lv~ make this Will and revoke all of my prior wills and codicils. Article One My Family I am not now m-~ried. The name and birth date of my child are: NANCY H. BAYLISS, born May 8, 1931 All references to my children in my will are to this child, as well as any children subsequently born to me, or legally adopted by me. Page 1 Article Two Distribution of My Property Section 1. Pour-Over to My Living Trust All of my property of whatever nature and kind, wherever situated, sb_a]l be distributed to my revocable living trust. The ~me of my trust is: MARGARET S. HASSENPLUG, sole Trustee, or her successors in trust, under the ,MARGARET S. HASSENPLUG L!VLNG TRUST, dated November 7, 1995, and any amendments thereto. Section 2. Alternate Disposition If my revocable living trust is not in effect at my death for any reason whatsoever, then all of my property shall be disposed of under the terms of my revocable living trust as if it were in full force and effect on the date of my death. Article Three Powers of My Personal Representative My personal representative shall have the power to perform all acts reasonably necessary to aamlnister my estate, as well as any powers set forth in the statutes in the State of Pennsylvania relating to the powers of fiduciaries. Article Four Payment of Expenses and Taxes -and Tax Elections Section 1. Cooperating with the Trustee of My Living Trust I direct my personal representative to consult with the Trustee of my revocable living trust to determine whether any expense or tax shall be paid from my trust or from my probate estate. Section 2. Tax Elections My personal representative, in its sole and absolute discretion, may exercise any available elections with regard to any state or federal tax laws. My personal representative s.hail not be liable to any person for decisions made in good faith under this Section. Section 3. Apportionment All expenses and claims and all estate, inheritance, and death taxes, excluding any generation-skipping transfer tax, resulting from my death and which are incurred as a result of property passing under the terms of my revocable living trust or through my probate estate shall be paid without apportionment and without reimbursement from any person. However, expenses and c~.21m.% and all estate, inheritance, and death taxes assessed with regard to property passing outside of my revocable living trust or outside of my probate estate, but included in my gross estate for federal estate tax purposes, shall be chargeable against the persons receiving such property. Article Five Appointment of My Personal Representative I appoint NANCY H. BAYLISS to be my personal representative. If NANCY II. BAYLISS cannot act, or is unwilling to act, I appoint, in the order named, the following successor personal representatives: First, RICHARD BAYLISS; then Second, MERRILL LYNCH TRUST CO. OF AMERICA, an Illinois corporation. I direct that my personal representatives not be required to furnish bond, surety, or other security. I have initialed all of the pages of this Will, and have signed it on November 7, 1995. MARGARET S. HASSENPLUG f ~ The foregoing Will was, on the day and year written above, published and declared by MARGARET S. HASSEN-PLUG in our presence to be her Will. We, in her presence and at her request, and in the presence of each other, have attested the same and have Signed our names as attesting witnesses and have initialed each page. We dec]are that at the time of our attestation of this Will, MARGARET S. HASSENPLUG was, according to our best knowledge and belief, of sound mind and memory and under no undue duress or constraint. WITNESS ,//~// Page 4 'C~m~UmW~A~Tn OF PENNS~fLVANi-A : : SS COUNTY OF CLrMBE~ : I, MARGARET S. HASSENPLUG, Testatrix whose p~me is signed to the attached or'foregoing instrument, having been duly q, mli~ed according to law, do hereby acknowledge tlmt I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. MARGarET S. HASSENI:)LUG [ (] Sworn and subscribed to before me by MARGARET S. HASSE1TPLUG, Testatrix, of 995. (SEAL) COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : Notary Public My Commission Exolres' ~'~ / ~~,~.: ~':'.. ';".i~'~' 20 1997] / wc°rnm~' ~ ....... ~ ' We, David H. Radcliff and /'Afafr,et ~ Co~]~ , the witnesses whose l~mes are signed to ~he attached or foregoing instr-ment, being duly q-alified according to law, do depose and say that we were present and saw MARGARET S. HASSENPLUG, Testatrix sign and execute the/nstrument as her Last Will and Testament; that MARGARET S. HASSEArPLUG, signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses, and that to the best of our knowledge the Testator was at the time 18 or more years of age, of sound mlud and under no constraint or undue influence. Sworn to and subscribed before me this r'/'~y of ~e.~ ~r.~1995. Notary Public ///" My Commission Expires: ,~usquehan~ Twp., Oauph~ COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND NANCY H. BAYLISS being duly .~w~Rw according to law, deposes end says that she of the Estate of Margaret S. Hassenplug late of Hampden Township_ , Cumberland County, Pa., deceased and that the within is an inventory made by Nancy H. Bayliss .., the said Executor of the entire estate of said decedent, ~ons~sfing of all the personal property and real estate, except real estate outside the Commonwealth of Pen~,sylvanle, and fhaf the figures opposlfe each item of fha Inventory represent it's fair value as of the date of decedent s death. <~ and subscribed before me, NOTARIAL SEAL Roberta L. Radcliff, Notary Public Worrnteysburg ~o;ough, County of Cumberland My Commission Expires Jan. 20, 2005 Dale of Deafh 9th ouly ~/ Executor A/- d~'m~str,tor Nancy H. Bayliss ~ 11736 Caravel Circle vt~ Myer=: FL ~B908 Addre,, 2003 · Day Month Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A suppJement inventory must be filed w~fhin thirty days of discovery of additional assets. 3. Additional sheets may be effached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. Inventory of the real and personal estate of MARGARET S. HASSENPLUG deceased 2. 3. 4. 5. 5409.92 shares Vanguard GNMA 2003 Federal Income Tax Refund 2003 Pennsylvania Income Tax Refund Country Meadows - Refund Comcast - Refund 57,778 61 1,070 00 78 00 343 48 17 93 59,288 02 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 003769 BAYLISS NANCY H 432 LAMP POST LANE CAMP HILL, PA 17011 ESTATE INFORMATION: SSN: 175-26-0858 FILE NUMBER: 2103-0600 DECEDENT NAME: HASSENPLUG MARGARET S DATE OF PAYMENT: 04/06/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/09/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $616.58 REMARKS: ....... SEAL CHECK//1516 TOTAL AMOUNT PAID: $616.58 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES TNHERTTANCE TAX DTVZSZON DEPT, 180601 HARRISBURG, PA 17128-0601 COMMONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEHENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-16~7 EX AFP (01-OS) DAVID H RADCLIFF ESQ RADCLIFF LAN OFFICE 20 ERFORD RD STE ~OA ~ LEMOYNE P'~iTOq3 DATE 05-Zq-2OOq ESTATE OF HASSENPLUG DATE OF DEATH 07-09-2003 FILE NUMBER 21 05-0600 COUNTY CUMBERLAND ACN 101 Amount Remitted MARGARET MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS L/NE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR D~SALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HASSENPLUG MARGARET S FILE NO. 21 05-0600 ACN 101 DATE 05-2q-gooq TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE [NTEREST- SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Interest (Schedule C) ($) q. Mortgages/Notes Receivable (Schedule D) (q) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Costs/Misc. Expanses (Schedule H} (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. To,al Deductions 12. Net Value of Tax Return .00 57~778.61 .00 .00 lz509 .ql 8z259.97 $85z171.55 (8) q,7qO.01 778.97 (11) (12) 15. lq. NOTE: Charitable/6overnmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Net Value of Estate Sub,act to Tax (lq) If an assessment was issued previously, lines 14, 15 and/or 16, 17, reflect figures that lnclude the total of ALL returns assessed to date. (is) .00 x O0 = (16) qq5,280.56 x Oq5= (17) . O0 x 1Z = (lB) .00 x 15 = (19}= AMOUNT PAID ASSESSMENT OF TAX: 15. Amount of Line lq at Spousal rata 16. Amount of Line lq taxable at Lineal/Class A rata 17. Amount of Line lq at Sibling rata 18. Amoun~ of Line lq taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYMENT RECETpT DISCOUNT (+) DATE NUHBER 10-02-2005 CD005079 0~-06-Z00~ CD005769 INTEREST/PEN PAID (-) 971.05 .00 18,q50.00 616.58 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. qSO,799.5q 5.518.98 qq5,280.56 .0o qq5,280.56 18 and 19 ~ill .00 Z0,057.65 .00 .00 20,057.6~ TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE Z0,057.65 .00 .00 .00 ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. *' IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dying on or before December 11, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class S (collateral) beneficiaries of the decedent after the expiration of any estate for 1ifa ar for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the 1aclu! Class D (collateral) rate on any such futura interest. PURPOSE OF NOTICE: To fulfill the requirements of Section 1140 of the Inheritance and Estate Tax Act) Act Z$ of 2000. (71 P.S. Section 9140). PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: Detach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which ems not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of #ills, any of the Z$ Revenue District Offices, or by calling the special Z4-hour ansearing service for forms ordering: 1-D00-36Z-Z050~ services for taxpayers eith special hearing and / or speaking needs: 1-800-q47-3010 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue) Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1011, OR --election to have the matter determined at audit of tho 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 Reviae Unit, Dept. 180601, Harrisburg, PA 17118-0601 Phone (717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax duo is paid within three (3) calendar months after the dacedant's death, a five percent (5Z) discount of the tax paid is alloead. The 15Z tax amnesty non-participation penalty is computed on the tote! of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (13 day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate of six (61) percent per annum caIcuIatad at a daily rate of .000164. Ali taxes which became deIinquant on and after January 1) 1981 will bear interest at a rate which wi11 vary from caIendar year to calendar year with that rate announced by the PA Department of Revenue. Tho applicable interest rates for 1981 through ZOO4 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ 2OZ .OOOSq8 ~)"~&-1991 111 .000301 ~ 9X .000247 1983 161 .000438 1992 91 .000247 Z002 6Z .000164 1984 111 ,000301 1993-1994 71 .OOOlgZ Z003 51 .000137 1985 132 .000356 1995-1998 92 .000147 Z004 42 .000110 1986 102 .000274 1999 72 .000192 1987 XOZ .000174 2000 7Z .000191 --Interest is calculated as follaes: ZNTEREST= BALANCE OF TAX UNPAXD X NUPIBER OF DAYS DELZNQUENT X DAZLY ZNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must ba calculated. PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF DEATH REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE IS NOT COMPLETED, FILE a 6.12 FORM YEARLY COM ,ON STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Will No.: 00600-2003 MARGARET S. BJkSSENPLUG July 9~ 2003 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: Date: (MAH:rmt/AM3) R.W. - 27 Did the personal representative file a final account with the court? Yes No X The separate Orphans' Court No. (if any) for the personal representative's account is: Did the personal representative state an account informally to the parties in interest? Yes X No 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. Name (Please type or print) .... : ~V,.) 20 Erford Road, Ste 200 '~'~ Lemoyne, PA 17043 Address (717) 236-9318 Telephone No. Capacity: Co Personal Representative X Counsel for Personal Representative CERTIFICATE OF NOTICE UNDER RULE $.6(a) Name of Decedent: John A. Porta Date of Death: May 3, 2004 Will No. 2004-00600 Adm. No. To the Register: I certify that notice of 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 JulyS, l, 2004. Nalne Address Mrs. Rosemary A. Porta 3613 Horsham Drive Mechanicsburg, PA 17055 Mr. John E. Porta Mrs. Annette M. McHugh Mrs. Carolyn A. Wemer PNC Bank, N.A., Trustee 8 Jasper Lane Phoenixville, PA 19460 24 Moonlight Court Newark, DE 19702 78 Eastfield Drive Lebanon, PA 17042 ATTN: David A. Brown 4242 Carlisle Pike P.O. Box 308 Camp Hill, PA 17001-0308 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: July ~[, 2004 Signature: /' Name: ~ S~hfEsq ' Address: Rhoads & Sinon LLP One South Market Square, 12th Floor P. O. Box 1146 Harrisburg, PA 17108-1146 Telephone: (717) 233-5731 Capacity: Personal Representative X Counsel for Personal Representative 525794.1