HomeMy WebLinkAbout02-0491
PETITION FOR PRODA TE and GRANT OF LETTERS
Estate of EVel~n tV Arflr:ir No. 21-02-491
also known as To:
Registet of Wills for the
, Deceased. County of (tHYlh,yiil>1d in the
Social Security No. i?;q - I:?; - 5e', q() Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut
in the last will of the above decedent, dated fJ, ,1""", h,'. /1
and codiciI(s) dated
na~d
,19~
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in e
h r....... last family or principal residence at <\
~'''ltY1rri(~.'\' \ uJF
(list street, number and muncipality)
Decendent, then ~()
at Her'~'~'j .~A
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:
years of age, died
Ar"\
\e;
,-Pr oleo.),.
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property
(If not domiciled in Pa.) Personal property in Pennsylvania
(If not domiciled in Pa.) Personal property in County
Value of real estate in Pennsylvania
situated as follows: i 00,000
75000
$
$
$
$
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters testamentary
theron.
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA l s~
COUNTY OF CUMBERLAND J S
Sworn to or aft~rmed and SUbscrib~ed
before me this Oth day of
~ MAY u: 2002
l'Y1/t/(J7",./""J,4(7/J .('7(
/ Register
/'?-6~--c:L
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 periti<mer(s) will well and truly administer the estate according to law.
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No. 21-02-491
Estate of
EVELYN W ARNDT
, Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW MAY 20 '1~lQQ.L, in consideration of the petition on
the reverse side hereof, satisfactory proof having been presented before me,
IT IS DECREED that the instrument(s) dated NOVEMBER 17, 1994
described therein be admitted to probate and filed of record as the last will of
EVELYN W ARNDT
and Letters TESTAMENTARY
are hereby granted to Diane C Reeser
\ .
/7}7// il() ~n/n'--::, Pm) /iJ I' ) "'1:Puk'c/
egister of Wills (j
FEES
Probate, Letters, Etc. .........
Short Cenificates( )..........
JteJ(fn~ralion ................
JCP
$ 235.00
$ 15,00
$ 9.00
5.88
$ 5.00
TOTAL _ $ 269.00
..... .$)'. .40,. .2.0.02...............
ATIORNEY (Sup. Ct. J.D. No.)
ADDRESS
Filed
PHONE
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21-02-491
......,... .II.
Friday. 10 May 2002
Register of Wills
CUMBERLAND COUNTY
Cumberland County Court House
Carlisle, PA
RE: ESTATE OF EVELYN ARNDT
Renunciation
Dear Sir / Madam,
Attached please find a "Renunciation" form expressing my desire that my rights and
responsibilities as co-executor under the will of my mother, Evelyn Arndt, be conferred to my sister,
Diane Reeser of Middletown, Pennsylvania. The reason for this request is that I reside in Dallas,
Texas while Ms. Reeser lives in Middletown.
Thank you very much for your consideration of this request.
72"P'Qd!
Robert E. Arndt,]r. '-.j
REA/ra
Enclosure
9010 MARKYILLE DRIVE, t 105
DALLAS. TEXAS 75243.3577, USA
VOU::E/FACSIMILIE; 972.238.0833
INTERNET E-MAIL REARNPTOHOTMAIL.COM
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21-02-491
RENUNCIATION
In Re Estate of
CV'::;4.YN A?-v.pT
deceased.
To the Register of Wills of
~/U,(7Gi~C.ANL)
County, Pennsylvania.
The undersigned
I ~UG ~T E ACN.ar J<.
J
of
the above decedent, hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters
Tl;..JTA,n,sV17l~
~/f'N€
I(~G? I NI1/UL0.) CC). a)(~CuTo"<
be issued to
WITNESS
hand this
day of
,19_.
(Signature)
.no /1/1 ., /1~ #00:':'-
-/0, 0 l'I/l'<KVI~ UK,orE, /11 r
V//<-cA.1' (;;>01..1 7SZy'J
. (Address)
J swear that the contents of this statement!s) are true and correct.
~f" I-ZUO?
. Date
(Address)
COUNTY OF DALLAS
STATE OF TEXAS
f( 0 Oaf E. A r Y\ d f, Jr.
J'h.(( 1
(Signature)
appeared before me this
/c~
day of
. 2002\111""
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(Address)
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Notary Public
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21-02-491
LAST vlILL AND TESTANENT OF EVELYN W. ARNDT
I, EVELYN Vi. ARNDT, ot: the Township of' Hampden, County
ot: Cumberland and State ot: Pennsylvania, being of' sound and
disposing mind, memory and understanding, do make, publish and
declare this my Last Will and Testament, hereby revoking and
making void any and all prior Wills by me at any time heretot:ore
made.
1.
I direct the pa~nent ot: all my just debts and f'uneral
expenses as soon af'ter my decease as the same can be conveniently
done.
2.
I give and bequeath twenty-t:ive (25%) per cent. ot: my
estate to my daughter, DIANE C. REESER, absolutely and un-
conditionally.
3.
I give and bequeath twenty-t:ive (25%) per cent. of' my
estate to my grandson, JA~mS P. SI~RPLES, absolutely and
unconditionally.
-1-
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4.
I f,ive and bequeath the remaining rifty (5C%) per cent.
or my estate to my son, ROBERT E. ARNDT, JR., absolutely and
unconditionally.
DIANE C. R8SSER, And my son, ROBER.T E, ARNDT, ,TR., Go-Executors
LASTLY, I nominate, constitute and appoint my daughter,
of this my Last Will and Testament, and direct that they be
excused rrom posting bond or other security for the raithrul
performance or their duties in any jurisdiction.
IN WITNESS WlilmEOF, I have hereunto set my hand and seal
this ._L7/6- day or November, A. D., 1994.
f~'/ . ui
'7- ~lk, aU. e:
., Evelyn ~J. Arndt --
(SEAL)
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Signed, sealed, published and declared by the above
named, h"'VELYN W. ARNDT, as and for her Last Will and Tes tame nt,
in the presence of us, who have subscribed our names hereto as
witnesses, at the request of said testatrix, in her presence and
in the presence of each other.
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COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
)
I, EVELYN W. ARNDT , the testat rix
whose name is signed to tile attached or foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will and Testament;
that I signed it willingly; and that I signed it as my free and volun-
tary act and deed, for tile purposes tllerein contained.
Sworn and affirmed to and acknowledged b, etfhoires me/.pb'HL
EVELYN IV. ARNDT , the testat rix _/;
day of November , A. D.. 1994.
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COUNTY OF CUMBERLAND
SS.
NotarIal Seal
~ Kay Eakin. NotarvPtt6::
"'Comm.'gBaro. Cumbei'.andl'~_,
"'Y ISS"" Expires Nov 6. 1997'Y
r, Pa11l1&ylvanja~ of Notaiiiii
COMMONWEALTH OF PENNSYLVANIA
)
)
We, the undersigned, J. ROBERT STAUFPF.R
and ERIKA L. LEVENHAGEN , the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
testat rix EVELYN W. ARNDT , sign and exe-
cute the instrument as lD!Kher Last Will and Testament; that the
said testatr:lx , EVELYN W. ARNDT , executed it as
:ltDtx/her free and voluntary act for the purposes therein expressed;
thHt 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
testat rix was, at the time, eighteen (18) or more years of age,
of sound mind, and under no constraint, duress or undue influence.
.
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Sworn and sUJ.sc..flbed to before
me this / (' . day of
November 1994.
NoIami Seal
, Kay Eakin, ,lI.b1?.ry PublJc
... ' Bora, Curr.ber!andCoL"Y
.., CommisSion Expires Nw. 6. 1997
. ~"""~ofNotifflj
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Estate of Evelyn W. Arndt
dwrdar@blazenet.net
717-944-8008
Diane C. Reeser, Executrix
108 Autumnwood Drive
Middletown, PA 17057
July 13, 2002
Cumberland County Court House
Register of Wills
1 Courthouse Square
Carlisle, PA 17013
RE: Estate of Evelyn W. Arndt
Pennsylvania Inheritance Tax
To Whom It May Concern:
I am the Executrix of the Estate of the late Evelyn W. Arndt, who died on April 15,
2002 and am enclosing check number 93, in the amount of $11,400, payable to the
Register of Wills, Agent. This check represents the estimated Pennsylvania
Inheritance Tax due on the Estate:
Estate of Evelyn W. Arndt
Social Security Number:
File No.:
PA File No.:
Date of Death:
189-18-5090
2002-00491
21-02-0491
4/15/2002
Please mail a receipt for this payment to the following address:
Diane Reeser
108 Autumnwood Drive
Middletown, PA 17057
Your cooperation in this matter is sincerely appreciated.
Very kind regards,
~-~
Diane Reeser
D. Reeser
108 Autumnwood Drive
Middletown. PA 170S7
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Cumberland County Court House
Register of Wills
1 Courthouse Square
Carlisle, PA 17013
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU DF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128.0601
REV-1162 EX(1l-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
REESER DIANE C
108 AUTUMNWOOD DRIVE
MIDDLETOWN, PA 17057
nnnn fold
ESTATE INFORMATION: SSN: 189-18-5090
FILE NUMBER: 2102-0491
DECEDENT NAME: ARNDT EVELYN W
DATE OF PAYMENT: 07/15/2002
POSTMARK DATE: 07/13/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 04/15/2002
NO. CD 001410
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 I $11,400.00
I
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TOTAL AMOUNT PAID:
REMARKS: DIANE REESER
CHECK# 93
SEAL
INITIALS: CW
RECEIVED BY:
REGISTER OF WILLS
$11,400.00
MARY C. lEWIS
REGISTER OF WillS
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent:
t::vel'jn \,J Arnrl.+
04 i /sl .:loo:;t
,
Date of Death:
Will No.
.:11 -0:.2.- 43J
Admin. No.
To the Register:
I certify that notice of (beneficial interest) .estate administration required by Rule 5.6(a) of the, oThans' Court Rules was
served on or malled to the followmg beneflCIaneS of the above-captIOned estate on 04/ J (.. ;:)()t/'"J::J :
, ~
Name
Address
. 't<l'i-wr+ to. Ar()(ll. ':J;.
,
qCHc lY\71rKv,l\e'Or ~ II OS, 'l)aq~.; ,1"><. '1,)::l-<\'~
'-r"fflE", P C:,hClrf'!"c,
31~\ v-hlfln+ St-eet ,rh,brlelr'nl~ 7A Iq/n4_
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except
~IA
Date:
03 ~ :)(~o;t
(})/O/,)'Ji' ~.fJe.P~
Signature
Name ~lJ\,;;\YH' C'R,.,p'>pr
Address
i () ~ A 1.L+ 11 MVlIl Y'lt'd~[)r 11ft?
M. d.d 1..-1 o...u I) '-:p A
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Telephone (
111- q44- 8()0'~
Capacity: ~ersonal Representative
_Counsel for personal representative
REV.t500 EX + (6'00)
.
COMMONWEALTH OF
PENNSYLVANIA
OEPARTMENT OF REVENUE
OEPT.280601
HARRISBURG, PA 17128-0601
REV-1500
INHERITANCE TAX RETURN
RESIDENT DECEDENT
DECEDENl'S NAME (LAST, FIRST, AND MIDDlE INITIAL)
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Arndt Evel n W.
DATE OF DEATH (MM.DO.Year)
DATE OF 81RTH (MM.OD.Year)
04/15/2002 09/16/1921
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL)
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[Xl 1. Original Return
o 4. Umiled Estate
[] 6. Decedent Died Testate l"'''h'''''O'''''I
D 9. Litigation Proceeds Received
o 2. Supptemental Relurn
D 48. Future Interest Compromise (da18 of deathanar 12-1NI2)
o 7. Decedent Maintained a Living Trust (AI1aeh copy 01 Trusl)
o 10. Spousal Poverty Credit (dale oldeath between 12-31-91 and 1-1-95)
OFFICIAL USE ONLY
FILE NUMBER
~.L-...Q~__ ~~L
COUNTY CODE YEAR M:iifrE~
SOCiAl SECURrTY NUM8ER
189-18-5090
THIS RETURN MUST BE ALED IN DUPLICATE WITH THE
REGISTER OF WILLS
SOCiAl SECURrTY NUMBER
o 3. Remainder Return (dlteoldealhpri;Jllo 12-13-82)
o 5. Federal Estale Tax Return Required
1. 8. Tolal Number 01 Safe Depos" Boxes
o 11. EIecI~n lotex under Sec. 9113(A) ,.....""'0)
THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE AND CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO:
NAME COMPLETE MAILING ADDRESS
Kent H. Patterson
FIRM NAME (" Ap~<ab~1
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221 Pine Street
TELEPHONE NUMBER
717 238-4100
Harrisbur
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1. Reel Estate (Schedule A)
2. Slocks and Bonds (Schedule B)
3. Closely Held Corporalion, Psrtnership or Seta-Proprielorship
4. Mortgages & Noles Receivable (Schedule D)
5. Casl!, Bank Deposits & Miscellaneous Personal Property
(Schedule E)
6. Jointly Owned Property (Schedule F) (6)
o Seperele Billing Requested
(1)
(2)
(3)
(4)
(5)
7.lnler.Vivos Transters & Miscellaneous Non-Probate Property (7)
(Schedule G or L)
8. Tolal Gross Assets (Iotel Lines 1.7)
9. Funersl Exponsas & Administrelive Costs (Schedule H) (9)
10. Debts of Decedenl, Mortgage Liebililies, & Liens (Schedule I) (10)
11. Total Deductions (tote I Lines 9 & 10)
12. Net Value of Estate (Line 8 minus Line 11)
13. Charitable and Governmenlal BequestslSec 9113 Trusts for which an elacl~n to tax hes not been
mede (Schedule J)
(8)
14. Net Value Suble.lt. Tax (Line 12 minus Lina 13)
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
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15. Amounl of Line 14 taxable elth. spousal tax
rale, or transfers under Sec. 9116 (a)(1.2)
X _(15)
297,337.00 X ,045 (18)
X .12 (17)
X .15 (18)
(19)
18. Amounl of Line 14 taxable al lineal rale
17. Amounl 01 Line 14 taxeble el sibling rete
18. Amounl 01 Line 14 taxeble el oollaleral rele
19. Tax Due
20. D
CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT
> > BE SURE TO ANSWER ALL QUESTIONS ON REVERSE SIDE AND RECHECK MATH < <
PA 17101
125,000.00
13,131.20
OFFICIAL USE ONLY
88.781.59
95,656.75
322,569.54
24,541.02
691.52
(11)
(12)
(13)
25,232.54
297,337.00
(14)
297,337,00
13,380.17
13,380.17
T otallnterestlPenalty ( D + E ) (3)
4. ff Une 2 is greater than Une 1 + Une 3, enter the difference. This is the OVERPAYMENT.
Check box on Page 1 Una 20 to request a refund (4)
5, ff Line 1 + Line 3 is grealer than Line 2, enter the difference, This is the TAX DUE, (5)
A. Enter the interest on the tax due. (SA)
B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B)
Make Check Payable to: REGISTER OF WILLS, AGENT
1,410,17
-Decedent's Com lete Address:
STREET ADDRESS
4308 Park Street
Ham den Townshi ,Cumberland Count
CITY
Camp Hill
STATE
PA
ZIP
17011
Tax Payments and Credits:
1, Tax Due (Page 1 Line 191
2, Credits/Payments
A, Spousai Poverty Credil
B. Prior Payments
C, Discount
(1)
13,380,17
11.400.00
570.00
Total Credits(A+ B+ C)
(2)
11 ,970.00
3, InterestlPenalty if applicable
D, Interest
E. Penalty
1,410.17
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Ves No
a. retain the use or income of the property trensfened; ........................................................................... D 00
b, retain the nght to designate who shell use the property lransfened or its income; ........................................ D 00
c, retain a reversionary interest; or ...................................................................................................... D 00
d. receive the promise for life of either payments, benefits or care? ............................................................. D 00
2. ff death occurred ef1er December 12, 1982, did decedent transfer property within one year of death
wfihout receiving adequate consideration?.............................................................................................., D 00
3. Did decedent own en 'in trust for' or payable upon death bank account or securtty at his or her death? ................. D 00
4. Did decedent own an Individual Retiremenl Account, annuity, or olher non-probate property which
contains a beneficiary designation? ....................................................................................................... 00 D
IF THE ANSWER TO ANY OF THE ABOVE QUESllONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN.
Under penalties of perjury, I declare thall have examined this return, ilcludna a::companylng schedules and stalemenls, and 10 the best of my knowledge and beliel, tt Is true, correct
and clJlT;Jlele.
Declaration of preparer oIher than the personal representative is based on alllformation 01 which preparer has any know.tedge.
SIGNATURE 0 ERSON RESP NSIBlE FOR FiliNG RETURN DATE
'J
AOORESS Diane C. Reeser, Executrix
108 Autumnwood Drive, Middletown
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE
PA 17057
DATE
ADDRESS
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of lransfers 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 oltransfers to or for the use olthe surviving spouse is 0% [72 P,S. ~9116 (a) (1,11 (iil].
The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements lor disclosure of assets and filing a tax retum are still applicable even if
the surviving spouse is the only beneficiary.
For detes of death on or after July 1, 2000:
Tha tax rate imposed on the net value of transfers from a deceased child twenty-one years ot age or younger at death to or for the use of a natural para nt, an adoptive parent,
or a stepparent 01 the child is 0% (72 P.S, ~9116(a)(1.2)].
The tax rala imposed on the net value of transfers to or for the use of the decedent's lineal beneficianes is 4,5%, except as noted in 72 P.S, ~9116(1.2) [72 P.S, ~9116(a)(I)],
The tax rate imposed on the net value of transfers to or tor the use of the decedenl'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.
TOTAL (AlSO enter online 1, Recapnulation) $
(If more space is needed, insert additional sheets of the same size)
125 000.00
AEV.l502EX+(1.97J
,
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SCHEDULE A
REAL ESTATE
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
INT EDNT
ESTATE OF
FILE NUMBER
Arndt. Evelvn W.
All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged
between a willing buyer and a willing saller, neilher baing campa/led to buy or sell, both having reasonabla knowladge 01 the relevanl lacts. Real properly which Is JolnUy-ownad with
right ot
survlvorshiD must be disclosed on Schedule F.
ITEM
NUMBER
1.
DESCRIPTION
4308 Park Street, Hampden Township, Cumberland County, PA
(Camp Hill, PA 17011)
(settlement sheet for sale of property is attached)
VALUE AT DATE
OF DEATH
125,000.00
5006 East Trlndle Road
Suite 203
Mechanicsburg, PA 17055
Phone: (717) 591-8500 FAX: (717) 591-8506
I.t JFHA
4.( jVA
6. FILE NUMBER:
504131
8. MOAT. INS. CASE NO.:
2. [ ] FMHA
6. [ I CONV. INS.
7. LOAN NUMBER:
20632534
3.:l(: J CONV. UNINS.
TlTLEPRO
Lllserprint
A
wo. DEPARTMENT OF HOUSING and URBAN DEVELOPMENT
SETTLEMENT STATEMENT
SECURED LAND
TRANSFERS, INC.
B. TYPE OF LOAN
C. NOTE: This lorm is lurnished 10 give you a slalemenl of actual settlement cosls. Amounls paid 10 and by Ihe sattlement agenl are shown. IIams marked
'(p.o.c.)' were paid oulsldelhe closing; Ihey are shown here tor Informalional purposes and are 1101 included in the tolals.
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
Blaine N, Roland Estate of Evelyn W. Arndt Countrywide Home Loans,
a/k/a Evelyn G. Arndt Inc.
4830 Carlisle pike
Mechanicsburg, FA 17055
G. PROPERTY LOCATION:
H. SETTLEMENT AGENT:
I. SETTLEMENT DATE:
4308 Park Street
Hampden TOWNSHIP
CUMBERLAND County
Secured Land Transfers, Inc.
PLACE OF SETTLEMENT:
3915 Market St., Camp Hill, PA 17011
09/20/02
J. SUMMARY OF BORROWER'S TRANSACTION:
100. GROSS AMOUNT DUE FROM BORROWER
101. Conlracl sales price 1 5000. 00
102. Personal property
103. Seltlemenl charges 10 borrower (line 1400)
104.
105.
K. SUMMARY OF SELLER'S TRANSACTION:
'00 GROSS AMOUNT DUE TO SELLER
0401.Contract salas price
402.Personal property
",,03.
404.
<\05.
Adjustments for itams paid by seller in advance
106. CitvlTawn lax to.
107. Counly lax 0 0
loa. Assessments
109. School
110.
111.
112.
7.17
Adjustments for items paid by seller in advance
-406.Clty/Town tax to
'07. County 10>< 09 02
408.Aasessments
-409. 9ch.ool
<10. Swr
411.
-412.
705.27
9.32
120. GROSS AMOUNT DUE FROM BORROWER
129540.78 <20. GROSS AMOUNT DUETO SELLER
200. AMOUNTS PAID SY OR IN BEHALF OF BORROWER
201. Deposit or earnest money
202. Principal amount of new loan(s)
203. Existingloan(s) taken subject to
soo. REDUCTIONS IN AMOUNT DUE TO SELLER
sol.Excess deposit (see instructions)
502.SeHlement charges to seller (line 1400)
.ll3.Exlstlng Ioan(s\ \aKen sublect 10
"0
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:suo4d or J':S9JPPV Nl9N s,JOneS
:aU01ld ~ SSOJPPV s,le,(n8
f) ~ BJnuro6!8 S~9II9S
}f;)W(!/,n~'H'f;>'YJ ~ 2.':iJ"r'
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uewet.Jnq~IP pue Sld\939J l~ 10 l\J9W9\B'S 9lll'Jf\3O'a pUll' enl, 'e '0111 'j8naq pUB a6P8lMou>l AW)o ls:eq 9\f1 01 pU91u9welB1S lU9wemes ~ .OnH el/l peMe!MJ ^llnIElJe:> 9^'B4 I
sn113S aNY SH3Ana ~O N01LVOI~I!H30 anH
am\lm6\s S.laMOllot:j 10 1e..(r\S
~
'UOlltll!lU;U) S141 Uj fii):>!N&S fill JDI UOIlBsuodwoo
OlIIPPI.llunooot UMO III 01 pOlllB8 OlllSeJ811J1 };UIII!P81!) 01 PUI uOlln\l1'U1 p8JntlJ! ~la'8P8:1' ullunc;.oo' eU!J.eq 189JoIUl us Ut lUeW9SJnqtllP 101 p91:>9nO:) SlunOWI! A.ue IISDtll:lP
01 l!leU fHII !:8/lJM91
U.S. D~PARTM~NT OF HOUSING AND URBAN DEVELOPMENT
SETTLEMENT STATEMENT
OMB No. 2502-025
pag.
PAID FRO
SELLER'S
FUNDS AT
SETTLEMENT
L. SETTLEMENT CHARGES 504~3 ~
700. TOTAL SALES/BROKER'S COMMISSION b...d on prl.. $ 1250 0.00
PAID ROM
BORROWER'S
FUNDS AT
SETTLEMENT
Oiviskm of Commission (line 700) as tollows:
701.$ 3725.00 10
702. S 3775.00 10
703. Commission paid at Settlement
704. Trans Fee
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
eo 1. Loan Origination Fee %
802. Loan Discount %
803. Appraisal Fee to
60.4. Credit Report to
805. Lenders Inspection Fee
806. Mortgage Insurance Application Faelo
807. Assumption Fee
808. Doc Pre
809. Tax Svc
810. Flood Cert
Total: 7,500.00
ERA NRT, Inc.
Centra Penn Realt
ERA NRT Inc.
Count ~de Home Loans
35.00
Countr ~de Home Loans
Count ~de Tax Serv~ce
Landsafe Flood
350.00
90.00
25.00
811.
900. ITEMS REOUIRED BY LENDER TO BE PAID IN ADVANCE
901.lnLeres\(rom 09 20 02 \009 30 02 CS
902. Mortgage Insurance Premium for mo. to
903. Hazard Insurance Premium for yrs. to
- ~~
900.
1000. RESERVES DEPOSITED WITH LENDER FOR
1001. Hazard Insurance 3 mo, 0 $
002. Mortgage Insurance mo. 0 $
1003. CHyfT own tax mo. @ $
1004. Counly tax 9 mo. Iill S
1006. Assessments mo. C $
1006. School 5 mo.CS
1007. mo. C S
ooa.A re ate mo.@S
1100. TITLE CHARGES
1101. Settlement or closing lee to
1102. AbstT8Ct or title search to
1103. Title examination 10
1104. Title insurance binder to
1106. Document preparation to
1106. Notary fees to
t t01. Attorney's lees to
(includes above items No.:)
1108. Tille Insurance 10
(includes above items No:) ENDS: 100
1109. Lender" coverage $ 100, 000
110. Owner's coverage $ 125 , 000
111. Ma~l W~re Secured Land Transfers
1112. Tax Cert Secured Land Transfers
1113. ClosProLtr F~rst Amer~can T~tle Ins
200. GO'JE.RNMEHT RECORDING AND1RANSFER cHARGES
1201. Recording lees: Deed$ 28.50 MorlgegeS 54.50 Misc.S
202. City/county lax/slamps: Deed S 1250 . 00 Mortgege S
203. Slale lax/slamps: DeedS 1250. OOMorlgegeS
1204. '02 School Kath n W. Fetrow, Treas
1206. Rec 2nd Recorder of Deeds
1300. ADDITIONAL SETTLEMENT CHARGES
\'301. Survey to
1302. Pest Inspection 10
303. Hm Ins ect
1304. Pest Treat
105.
17.12/day
188.32
23.33
/mo.
Imo.
Imo.
Imo.
Imo.
Imo.
Imo.
Imo.
20.03
75.80
Kent H. Patterson(POC-S
Cash
20.00
10.00
Land Transfers
55.00
3.00
35.00
83.00
~250.00
1.250.00
909.63
36.50
B~ech er&T~lle
B~echler&T~ller
Penn Pest
(POC-B)
(POC-B)
689.0C
2.
U.S. Savings Bonds Series E
1,000 - serial no. M207609339 issued 04/1979
3,282.80
REV.1503EXt(1.91)~
' . WJ1
COMMONWEAlTH Of PENNSYLVANIA
INHERITANCE TAX RETURN
RE IDENT DECEDENT
ESTATE OF
Arndt. Evelvn W.
All property jolnUy-owned with right of survivorship must be disclosed on Schedule F.
SCHEDULE B
STOCKS & BONDS
FILE NUMBER
ITEM
NUMBER
1.
DESCRIPTION
VALUE AT DATE
OF DEATH
3,282.80
U.S. Savings Bonds Series E
1 ,000 - seriai no. M207609338 issued 04/1979
3.
U.S. Savings Bonds Series E
1,000 - serial no. M207609340 issued 04/1979
3,282.80
4.
U.S. Savings Bonds Series E
1,000 - serial no. M207609341 issued 04/1979
3,282.80
TOTAL (Also enter on line 2, Recapnulation) $
(II more space is needed, insert additional sheets of the same size)
13131.20
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
1. First Union Bank (checking) 6,544.72
Account No. 1000590027408
2. First Union Bank (savings) 639.33
Account No. 3059980380597
3. First Union Bank 15,511.12
Certificate of Deposit
Account No. 247412041100297
4. First Union Bank 11,397.68
Certificate of Deposit
Account No. 247412050960081
5. First Union Bank 17,087.10
Certificate of Deposit
Account No. 247412050976986
6. First Union Bank 12,257.84
Certificate of Deposit
Account No. 247412051608420
7. Waypoint Bank (checking) 5.086.62
Account No. 3005000481
8. Waypoint Bank 4,938.44
Certificate of Deposit
Accounl No. 3000014910
9. Waypoint Bank 5,261.87
Certificate of Deposit
Account No. 3054309920
10. Household furnishings 2,500.00
11. Sofa 250.00
12. 1991 Chevrolet Sedan 2,800.00
13. Verizon refund 4.40
14. Manulife Financial refund 104.51
15. Patriot News refund 70.50
16. C.R. Sadler refund 368.39
"',''''''.'['''[*
COMMONWEALTH OF PENNSYLVAN[A
[NHERITANCE TAX RETURN
RES[DENT DECEDENT
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
ESTATE OF
Arndt. Evelvn W.
Include the proceeds of litigation and the dale the proceeds were received by the eslale. All property Jolnlly-owned with the right of survivorship must be disclosed on Schedule F.
FILE NUMBER
TOTAL (Also enter on line 5, Recapitulation) $
(11 more space is needed, Insert addllional sheels of the same Size)
88 781.59
Continuation of REV-1500 Inheritance Tax Return Resident Decedent
Arndt, Evelyn W.
PaQe 1
Schedule E - Cash, Bank Deposits, & Misc. Personal Property
ITEM VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
17. U.S. Treasury - tax refund 4B.46
18. State Auto Insurance Co. - refund 38.00
19. State Auto Insurance Co. - refund 28.00
20. Tax/sewer proration - sale of real estate 781.76
21. U.S. Treasury - proceeds of Robert Arndt life insurance 3,062.85
SUBTOTAL SCHEDULE E 3,959.07
GRAND TOTAL SCHEDULE E $ 88.781.59
.REV'''''''I'''",*
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
Arndt. Evelvn W.
SCHEDULE G
INTER.VIVOS TRANSFERS &
MISC. NON-PROBATE PROPERTY
FILE NUMBER
This schedule musl be completed and filed if the answer to any of queslions 1 through 4 on the reverse side of the REV-1500 COVER SHEET ~ yes.
DESCRIPTION OF PROPERTY %OF
ITEM It.ClUOf THE NAME Of THE TFlANSFEREE,TtElR RELATIONSHP TO OEQ=OENTAN:I THE DATE Of TRAtI3FER. DATE OF DEATH DECO'S EXCLUSION TAXABLE VALUE
NUMBER ATTACH ACOPVor THE DEED FCfl REAl ESTATE VALUE OF ASSET INTEREST
(fAPf>UCABLE)
1. First Union Bank 9,321.68 100. 9,321.68
IRA account no. 2570200-50265763
IRA account no. 2570200-60327260 37,906.20 100. 37,906.20
IRA account no. 2570200-98248516 12,724.38 100. 12,724.38
IRA account no. 2570200-98937591 3,395.57 100. 3,395.57
IRA account no. 2570200-98939802 25,493.32 100. 25,493.32
2. Putnam Investments 4,010.74 100. 4,010.74
IRA account no. A52-3-189-18-5090-BBBB
IRA account no. A66-3-189-18-5090-BBBL 2,804.86 100. 2,804.86
TOTAL (Also enleron line 7, Recapnulation) $ 95 656.75
(ff more space is needed, insert additional sheets of the same size)
ESTATE OF
FILE NUMBER
'REV''''''''~'".
COMMONWEAlTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
Amdt Evelvn W.
Debts 01 decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
A. FUNERAL EXPENSES:
1. Martin R. Brown Funeral Home, Inc. - funeral service, transportation, casket & clergy 6,237.70
2. Shade Valley Union Cemetery Association - burial lot 100.00
3. Foster's Monuments - gravestone 2,163.00
4. Diane Reeser - reimbursement for burial clothing 86.98
5. Colonial Florist - flowers 424.00
6. Church of the Nazarene - funeral reception 350.00
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Name of Personal Representative (s)
Social Security Numbe~s) I EIN Nurrller of Personal Representative(s)
Street Address
City State Zip
Year{s) Commission Paid:
2. Attorney Fees Kent H. Patterson 2,500.00
3. Family Exemption: (If decedenfs address Is nollhe same as claJmanfs, attach explanation)
Claimant
Street Address
City State Zip
Ralationship of Claimant to Decadent
4. Probate Fees 269.00
5. Aooountanfs Fees
6. Tax Retum Preparer's Fees
7. Register of Wills - filing fee 25.00
8. R. Wayne Martens (lawn service) 75.00
9. PAWC 10.51
10. R. Wayne Martens 60.00
11. PAWC 11.04
12. PP&L 82.21
13. Manulife Financial - overpayment refund 104.51
14. Hampden Township - sewer & trash B5.00
15. PP&L 38.11
16. Leggett - bathroom repair 125.00
17. PAWC 11.60
18. R. Wayne Martens 45.00
TOTAL (Also enter on line 9, Recapitulation) $ 24541.02
(If more space Is needed, insert addruonal sheets of the same size)
Arndt, Evelyn W.
Continuation of REV.1500 Inheritance Tax Return Resident Decedent
Page 2
Schedule H - Funeral Expenses & Administrative Costs - B7.
ITEM
NUMBER
AMOUNT
19.
20.
21.
22.
23.
24.
25.
26.
27.
28.
29.
30.
31.
32.
33.
34.
DESCRIPTION
PP&L
Cropf Bros., Inc. - plumbing repair
PAWC
R. Wayne Martens
PP&L
PAWC
R Wayne Martens
Cumberland Law Review
Patriot News
30.51
294.55
11.63
15.00
34.26
11.10
50.00
75.00
103.68
Settlement costs -sale of real estate
ERA/NRT, Inc. and Central Penn Realty - real estate commission
Notary fees
Tax certificate
Recorder of Deeds - transfer tax
Kathryn W. Fetrow, Tax Collector - school tax
Biechler & Tilley - pest control
7,500.00
10.00
3.00
1,250.00
909.63
689.00
Reserve for costs
750.00
SUBTOTAL SCHEDULE H-B7
11,737.36
1.70
. REV.""":''''''.
COMMONWEALTIi Of PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT OECEDENT
ESTATE OF
Arndt. Evelvn W.
SCHEDULE I
DEBTS OF DECEDENT,
MORTGAGE LIABILITIES & LIENS
FilE NUMBER
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
104.66
1. West Shore EMS
2. Frey Village Retirement Center
3. PP&L
4. PAWC
5. A. Wayne Martens (lawn service)
6. Verizon
7. AT&T
8. Robert Hamilton, M.D.
495.00
24.57
14.20
30.00
15.08
6.31
TOTAL (Also enter on line 10, Recapitulation) $
(If more space is needed, insert additional sheets of the same size)
691.52
FILE NUMBER
. AEV-'''3~X+(''
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
SCHEDULE J
BENEFICIARIES
Arnrlt ,W
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE
J. TAXABLE DISTRIBUTIONS [include outright spousal distributions, and Iranslers under
Sec. 9116 (8)(12)]
1. Robert E. Arndt, Jr. Son 50%
9010 Markville Drive, #1105
Dallas, TX 75243-3577
2. Diane A. Reeser Daughter 25%
108 Autumnwood Drive
Middletown, PA 17057
3. James P. Sharples Grandson 25%
3131 Walnut Street, #238
Philadelphia, PA 19104
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-I500 COVER SHEET
II. NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
1.
S. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1.
TOTAL OF PART II . ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV.I500 COVER SHEET $
(If more space is needed, insert additional sheets of the same size)
.-
21-02-491
LAST HILL AND TESTANENT OF EVELYN W. ARNDT
I, EVELYN H. ARNDT, of the Township of Hampden, County
of Cumberland and State of Pennsylvania, being of sound and
disposing mind, memory and understanding, do make, publish and
declare this my Last Will and Testament, hereby revoking and
making void any and all prior Wills by me at any time heretofore
mdl:l.e.
1.
I direct the payment of all my just debts and funeral
expenses as soon after my decease as the same can be conveniently
done.
2.
I give and bequeath twenty-five (25%) per cent. of my
estate to my daughter, DIANE C. REESER, absolutely and un- ,
condi tionally.
3.
I give and bequeath twenty-five (25%) per cent. of my
estate to my grandson, JAMES P. SHARPLES, absolutely and
unconditionally.
-1-
t ~-f..v c.w. ~
Evelyn W. Arndt
(SEAL' .
.'
4.
I Give and bequeath the remaining fifty (5a,g) per oent.
of my estate to my son, ROBERT E. ARNDT, JR., absolutely and
unoonditionally.
LASTLY, I nominate, constitute and appoint my daughter,
DIANE C. RESSER, and my son, ROBERT E. ARNDT, JR., Co-Executors
.
of this my Last Will and Testament, and direct that they be
excused from posting bond or other security for the faithful
performance of their duties in any jurisdiction.
IN WIT}mSS WHEREOF, I have hereunto set my hand and seal
this ....L1,f6- day of November, A. D., 1994.
-2-
~
.
Signed, sealed, published and declared by the above
named, EVELY1~ W. ARNDT, as and for her Last Will and Testament,
in the presence of us, who have subscribed our names hereto as
witnesses, at the request of said testatrix, in her presence and
in the presence of each other.
.
-3-
,
We, the undersigned, J. ROBERT STAUFFF.R
and ERIKA L. LEVENHAGEN , the witnesses whose names are
signed to the attached or foregoing instrument, being duly qualified
according to law, depose and say that we were present and saw the
testat rix, EVELYN W. ARNDT , sign and exe-
cute the instrument as ~her Last Will and Testament; that the
said testat r:lx , EVELYN W. ARNDT , 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
testat rix was, at the time, eighteen (18) or more years of age,
of sound mind, and under no constraint, duress or undue influence.
,
<I
COMMONWEALTH OF PENNSYLVANIA )
SS.
COUNTY OF CUMBERLAND
)
I, EVELYN W. ARNDT , the testat rix
whose name is signed to the attached or foregoing instrument, having
been duly qualified according to law, do hereby acknowledge that I
signed and executed the instrument as my Last Will and Testament;
that 1 signed it willingly; and that I signed it as my free and volun-
tary act and deed, for the purposes therein contained.
Sworn and affirmed to and acknowledged
EVELYN W. ARNDT , the testat rix
day of November , A. D., 1994.
.
before
, this
:Jfrt--
d~.!f S).
COMMONWEALTH OF PENNSYLVANIA
)
)
SS.
N::iIa!i:lISeaI
Lted~~Eaki1, ~Pt1*>
I.!yea . .Borc,~('~_.
IlIt--.Jll' Expires Nov. 6, 1997IlY
. ~aAsscX3iliiOii o/Nolaiiiii
COUNTY OF CUMBERLAND
4~7Q
NoIarlaISeaJ
Kay Eakin, NolaJy I'1bIic
Bore. CurnbOOard QlunIy
My ea.., ....." EJipires Nov. 6, 1997
AssGoIalIoi1 0/ NolMsi
Sworn and suhssr:bed to before
me this / / / day of .
November 1994.
Court of Co~,..,.on Pleas of Cumberland County
In Orphans' Court Division
STATUS REPORT UNDER RULE 6.12
Name of Decedent: Evelyn G. Arndt
Date of Death: April 15, 2002
Will No.
Admin. No. 2002-00491
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. I is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for the
personal representative's account is:
c. Did the personal representative state an account
informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed
with the Clerk of the Orphans' Court and may be
attached to this report.
Attached to this report are copies of proofs of publication
of legal advertisements in the Cumberland Law Journal and The
Patriot News.
Page I of 2
The estate was settled pursuant to Agreement for Final
Distribution that was executed by the executrix and the heirs
under the will.
Date.-
Diane C. Reeser
Name (Please type or print)
108 Autumnwood Drive
Middletown~ PA 17057
Address
(717) 944-8008
Tel. No.
Capacity= X
Personal representative
Counsel for personal
representative
Page 2 of 2
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. L. 1784
STATE OF PENNSYLVANIA :
:
COUNTY OF CUMBERLAND :
SS.
Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Journal, of the County
and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland
Law Journal, a legal periodical published in the Borough of Carlisle in the County and State
aforesaid, was established January 2, 1952, and designated by the local courts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
viz:
OCTOBER 25, NOVEMBER 1, 8, 2002
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to thne, place and character of publication are true.
Roker M. Morgenthal, Editor
Arndt, Evelyn W., dec'd.
Late of Hampden Township.
Execuh'ix: Diane C. Reesen 108
Autumnwood Drive, Middletown,
PA 17057.
Attorney: Kent H. Patterson, Es-
quire, 221 Pine Street, Harris-
burg, PA 17101.
SWORN TO AND SUBSCRIBED before me this
8 day of NOVEMBER, 2002_
THE PATRIOT NEWS
THESUNDAY PATRIOT NEWS
Proof of Publication
UnderAct No. 587, Approved May 16, 1929
Commonwealth of Pennsylvania, County of Dauphin} ss
Frank J. Epler being duly sworn according to law, deposes and says:
That he is the Controller of The Patriot News Co., a corporation organized and existing under the laws of the
Commonwealth of Pennsylvania, with its principal office and place of busihess at 812 to 818 Market Street, in the
City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and The
Sunday Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the
City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th,
1854, and September 18th, 1949, respectively, and all have been continuously published ever since;
That the pdnted notice .or publication which is securely attached hereto is exactly as printed and published in
their regular daily and/or Sunday/ Metro editions which appeared on the 15th, 22nd and 29th day(s) of October
2002. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and
that all of the allegations of this statement as to the time, place and character of publication are true; and
That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this
statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and
adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in
the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M",
Volume 14, Page 317.
PUBLICATION
COPY
'L~E_ __1'1'E. I~S TESTAMENTARY i"
havl~ ~ grant~ ~ ~ underslan~,
nulrea m make Imm~l~ ~nf and ~o~
~me wIth~ ~loy for ~ffle~t ~:
Dla~C Re~
1~ ~mnw~ Drive
Ke~ H.
A~r~y ~ Law
Member. Pennsylvania Assodafion Of Notaries My commission expires June 6, 2006
KENT H. PATTERSON
ATTORN EYS-AT-LAW
221 PINE STREET
HARRISBURG, PA.
17101
Statement of Advertising Costs
To THE PATRIOT-NEWS CO., Dr.
For publishing the notice or publication attached
hereto on the above stated dates
Probating same Notary Fee(s)
Total
$ 106.68
$ 1.75
$ 108.43
Publisher's Receipt for Advertising Cost
The Patriot News Co., publisher of The Patriot-News and The Sunday Patriot-News, newspapers of general
circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have
been duly paid.
COMMONWEALTH OF PENNSYlVANIA
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
REV-1162 EX(11-96)
RECEIVED FROM:
PENNSYLVANIA
INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 001863
KENT H PATTERSON ESQUIRE
221 PINE STREET
HARRISBURG, PA 17101
Unun fold
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
ESTATE INFORMATION: SSN, 189-18-5090
FILE NUMBER: 2102-0491
DECEDENT NAME: ARNDT EVELYN W
DATE OF PAYMENT: 11/19/2002
POSTMARK DATE: 11/18/2002
COUNTY: CUMBERLAND
DATE OF DEATH: 04/15/2002
101 I $1,410.17
I
I
I
I
I
I
I
I
TOTAL AMOUNT PAID:
$1,410.17
REMARKS: KENT H PATTERSON ESQUIRE
CHECK# 992
SEAL
INITIALS: AC
RECEIVED BY:
MARY C. LEWIS
REGISTER OF WILLS
REGISTER OF WILLS
~
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TO:
Register of wills
Cumberland County Courthouse
One Courthouse Square
Carlisle, PA 17013-3387
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INVENTORY
Estate of Evelyn W. Arndt
No.
2002
00491
also known as
, Deceased
Date of Death 4/15/02
Social Security No. 189-18-5090
Diane C. Reeser, Executrix
Personal Representative(s) of the above Estate, deceased, verity 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. I/We understand that false statements herein made are subject to the
penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities,
Personal Representative:
Name of
Attorney: Kent H. Patterson
I.D. No.: 15307
~JA/71/(~/.AlA
Address: 221 Pine Street
Dated
Diane C. Reeser
1/ / ;" J,.:;Jy)..:J
/ I
HarrisburQ
Telephone: (717) 238-4100
PA 17101
Description
Value
Real Property
4308 Park Street
Hampden Township, Cumberland County
(Camp Hill, PA 17011)
125,000.00
Personal Property
U.S. Savings Bonds Series E
1,000 - serial no. M207609338 issued 04/1979
3,282.80
U.S. Savings Bonds Series E
1,000 - serial no. M207609339 issued 04/1979
3,282.80
U.S. Savings Bonds Series E
1,000 - serial no. M207609340 issued 04/1979
3,282.80
Total
(Attach Additional Sheets if necessary)
226,126.63
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
Evelyn W. Arndt
2002
00491
Paqe 1
Description of Inventory
Description
Value
U.S. Savings Bonds Series E
1,000 - serial no. M207609341 issued 04/1979
3,282.80
First Union Bank (checking)
Account No. 1000590027408
6,544.72
First Union Bank (savings)
Account No. 3059980380597
639.33
First Union Bank - Certificate of Deposit
Account No. 247412041100597
15,511.12
First Union Bank - Certificate of Deposit
Account No. 247412052960081
11,397.68
First Union Bank - Certificate of Deposit
Account No. 247412050976986
17,087.10
First Union Bank - Certificate of Deposit
Account No. 2474120511608420
12,257.84
Waypoint Bank (checking)
Account No. 3005000481
5,086.62
Waypoint Bank - Certificate of Deposit
AccountNo.3000014910
4,938.44
Waypoint Bank - Certificate of Deposit
AccountNo.3054309920
5,261.87
Household furnishings
2,500.00
Sofa
250.00
1991 Chevrolet Sedan
2,800.00
Manuiife Financial refund
104.51
Subtotal
$
87,662.03
'\.
Continuation of Inventory
Evelyn W. Arndt
2002
00491
PaQe 2
Description of Inventory
Description
Value
Patriot News refund
70.50
C.R. Sadler refund
368.39
U.S. Treasury - tax refund
48.46
U.S. Treasury - life insurance proceeds
3,062.85
State Auto Insurance Co. - refund
38.00
State Auto Insurance Co. - refund
28.00
Subtotal $
Grand Total $
3,616.20
226,126.63
--
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BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
DEPT. 280601
HARRISBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEHENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
KENT H PATTERSON
221 PINE ST
HBG
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACN
01-20-2003
ARNDT
04-15-2002
21 02-0491
CUMBERLAND
101
'*
REY~1541 EX AFP [Oi-U)
EVEL YN
W
PA 17101
Amount 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 ..
RE-v=i54TEx--AFP--[oFii3Y-No~ficE--oF-i:-NHEifi;:Aifcln'Aic-AP"PRirisEMENi":--Aii.-OWAN-CE-OR-----------------
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF ARNDT EVELYN W FILE NO. 21 02-0491 ACN 101 DATE 01-20-2003
TAX RETURN WAS: [X I ACCEPTED AS FILED
I CHANGED
NOTE: I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will
re~lect ~igures that include the total o~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Allount 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 CREDITS.
.00 X 00 = .00
297,337.00 X 045 = 13,380.17
.00 X 12 = .00
.00 X 15 = .00
[191= 13,380.17
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A)
2. Stocks and Bonds (Schedule BJ
3. Closely Held stock/Partnership Interest (Schedule C)
4. Mortgages/Notes Receivable (Schedule DJ
5. Cash/Bank Deposits/Misc. Personal Property (Schedule EJ
6. Jointly Owned Property (Schedule FJ
7. Transfers (Schedule GJ
8. Total Assets
III
[21
(31
[41
(51
[61
[71
125.000.00
13.131. 20
.00
.00
88,781. 59
.00
95,656.75
[81
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule HJ
10. Debts/Mortgage Liabilities/Liens (Schedule IJ
11. Total Deductions
12. Net Value of Tax Return
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule JJ
14. Net Value of Estate Subject to Tax
(91
(101
24,541. 02
691.52
[111
ll21
ll31
ll41
NOTE: To insure proper
credit to your account,
submit the upper portion
of this form with your
tax payment.
322,569.54
:>~.:>3:> ~4
297,337.00
.00
297,337.00
.
l+J AHOUNT PAID
DATE NUHBER INTEREST/PEN PAID (-I
D7-13 2002 CDOO1410 600.00 11,400.00
11-18-2002 CDOO1863 .00 1,410.17
TOTAL TAX CREDIT 13,410.17
BALANCE OF TAX DUE 30.00CR
INTEREST AND PEN. .00
TOTAL DUE 30.00CR
. IF PAID AFTER DATE INDICATED, SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
[ IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A "CREDIT" [CRI, YOU HAY BE DUE
A REFUND. SEE REVERSE SIDE DF THIS FORH FDR INSTRUCTIONS. I
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Court of Common Pleas of Cumberland County
In Orphans' Court Division
0'\
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Evelyn G. Arndt
Date of Death: April 15, 2002
will No.
Admin. No. 2002-00491
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court
Rules, I report the following with respect to completion of the
administration of the above-captioned estate:
1. State whether administration of the estate is
complete: Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will
be complete:
3. If the answer to No.1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No X
b. The separate Orphans' Court No. (if any) for the
personal representative's account is:
c. Did the personal representative state an account
informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed
with the Clerk of the Orphans' Court and may be
attached to this report.
Attached to this report are copies of proofs of publication
of legal advertisements in the Cumberland Law Journal and The
Patriot News.
Page 1 of 2
'"
..
The estate was settled pursuant to Agreement for Final
Distribution that was executed by the executrix and the heirs
under the will.
Date:
4/2/ :1.004_
Signature rtJ//2/},/P C~.P..u...l
Diane C. Reeser
Name (Please type or print)
108 Autumnwood Drive
Middletown, PA 17057
Address
(717) 944-8008
Tel. No.
Capacity:~ Personal representative
Counsel for personal
representative
Page 2 of 2
~
.
,
PROOF OF PUBLICATION OF NOTICE
IN CUMBERLAND LAW JOURNAL
(Under Act No. 587, approved May 16, 1929), P. 1.1784
STATEOFPENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND :
Roger M. Morgenthal, Esquire, Editor of the Cumberland Law Joumal, of the County
and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland
Law Journal, a legal periodical published in the Borough of Carlisle in the County and State
aforesaid, was established January 2, 1952, and designated by the local conrts as the official legal
periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly
issued weekly in the said County, and that the printed notice or publication attached hereto is
exactly the same as was printed in the regular editions and issues of the said Cumberland Law
Journal on the following dates,
V1Z:
OCTOBER 25, NOVEMBER 1, 8,2002
Affiant further deposes that he is authorized to verify this statement by the Cumberland
Law Journal, a legal periodical of general circulation, and that he is not interested in the subject
matter of the aforesaid notice or advertisement, and that all allegations in the foregoing
statements as to time, place and character of publication are true.
rj{3;~
Roger M. Morgenthal, Editor
Arndt, Evelyn W., dec'd.
Late of Hampden Township.
Executrix: Diane C. Reeser. 108
Autumnwood Drive. Middletown,
PA 17057.
Attorney: Kent H. Patterson. Es-
quire. 221 Pine Street, Harris-
burg. PA 17101.
SWORN TO AND SUBSCRIBED before me this
8 day of NOVEMBER. 2002
NOli EAL
l~S E. SfIc'YDER, Not?')' Publ!o
"-'''ok r,_.. r..,,~',_..,_-, CoU~
~h<o-.... r-'H'Jr ""u..:'I;,,\~".'''''ji~ ~
. My Co;~'Yijss!o:i Expires Ma<t:h 5.,
'!h.
. ,- . ,-. .-. .," ...~._...-.-..~,.~,....
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.
THE PATRIOT NEWS
THE SUNDAY PATRIOT NEWS
,
Proof of Publication
Under Act No. 587, Approved May 16,1929
Commonwealth of Pennsylvania, County of Dauphin) ss
Frank J. Epler being duly sworn according to law, deposes and says:
That he is the Controller of The Patriot News Co., a corporation organized and existing under the laws of the
Commonwealth of PennsYlvania, with its principal office and place of business at 812 to 818 Market Street, in the
City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-News and..I!!ll
Sundav Patriot-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the
City, County and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th,
1854, and September 18th, 1949, respectively, and all have been continuously published ever since;
That the printed notice or publication which is securely attached hereto is exactly as printed and published in
their regular daily and/or Sunday/ Metro editions which appeared on the 15th, 22nd and 29th day(s) of October
2002. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and
that all of the allegations of this statement as to the time, place and character of publication are true; and
That he has persOnal knowledge of the facts aforesaid and is duly authorized and empowered to verify this
statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and
adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in
the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M",
Volume 14, Page 317. ,'.. ~
PU B~g~~'ON c::::,-~;;;;;;~;;;;~;;;;;;;:;.o
Notarial Seal
Teny L. Russell. Notary Public
City Of Harrisburg, Dauphin Coun
My Commission Expires June 6, 2006
Member. Pennsylvania Association Of Notaries
- b~ ESTATE NOTICE - -----I
LETTERS TESTAMENTARY In the Estate I
I .of Evelyn W. Arndt, late of Hampden Town-
ship, Cumbltrland County, "PennsYlvania
having been granted to the undersIgned, ali
Persons Jndebted to the said estate are re--
qulred to make ImmedIate payment and those
- bavlna...clalms.or .demands to .present--the-
same without delav for settlement to:
Diane C. ReeH'"
Executrix
108 Autumnwood Drive
Middletown, PA 17051
arm:
Kent H. Patterson
Attorney lit Law
221 Pine street
Harrtsbura, PA 17101
NOTARY PUBLIC
My commission expires June 6, 2006
KENT H. PATTERSON
ATTORNEYS-AT-LAW
221 PINE STREET
HARRISBURG, PA.
17101
Statement of Advertising Costs
To THE PATRIOT-NEWS CO., Dr.
For publishing the notice or publication attached
hereto on the above stated dates
Probating same Notary Fee(s)
Total
$
$
$
106.68
1.75
108.43
Publisher's Receipt for Advertising Cost
The Patriot News Co., publisher of The Patriot-News and The Sundav Patriot-News, newspapers of general
circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have
been duly paid.
By....................................................................