Loading...
HomeMy WebLinkAbout04-0362PETITION FOR PROBATE and GRANT OF LETTERS also known as , Deceased. Social Security No. No. To: Register of Wills for the County of 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£t~ in the last will of the above decedent, dated /~e/~,--Lt e~ r ~ ! '~ and codicil(s) dated i in the named ,193 7 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ~L.cr~/Ye r'/a-nc~' County, Pennsylvania, with h iS last family or principal residence at . ~ 0'4 57~,..,..,/~t-...., ,~/~. ce._ (list street, number and muncipaltfy) Decendent, then 7fi" years of age, died '/~r~f/ ¢ , t'ef,,'~d07 , at]7o ~-~ ~ Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of, [h~e_will/l///q. offered for probate; was not the victim of a killing and was never adjudicated incompetent: , . Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters (testamentary; administration c.t.a~c~ministra~]n d.b.n.¢ t.a~ theron, x:~ - ' ' 0_7-. OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF L3,xr,~\c~c~ J 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 and truly administer the estate according to law. Sworn to or affirmed and subscribed befg, re me this ~ ~c.~ day of ' ~ ~y C)'x:'"~~c~gister Estate Of [ X h~ ~_D ,' r, ~,-~. ~r~ ,~.~ x~ .]~:~W~ DECREE OF PROBATE AND GRANT OF LETTERS , Deceased AND NOW t the reverse side hereof, satisfactory proof having~.~en presented before] me, IT IS DECREED that the instrument(s) dated described therein be admitted t.o probate and of. re~r~o{d as theCl~ast will of and Letters are hereby granted to , in consideration of the petition on FEES Probate, Letters, Etc .......... Short Certificates( ) .......... $ 4~'~meimi~~. ~. .... $ ~ ~.C~C~ '.goo $ io.o0 TOTAL $."-} Filed ,, .~..-..[.~.~ .O..~. .................... ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE ' his is to certify that the in£ormation here given is correctly copied £rom an original certificate o£ death dul~' filed with me as Local Registrar. The original certificate will be £orwarded to the State Vital Records O£fice £or permanent fi~ing. WARNING: It is illegal to duplicate this copy by photostat or photograph. P 100 0319 No. '~ Date ~ COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH w~lli~'m J Navitsk ~male , 143-- 20 ~280 ,April 9, 2004 Up~ Allen ~. 504 ~lghton Pla~ ~,~.,,,~ ..... white ~. J~. I~. _ I~. I - . Aircraft M~nlc DIRGE DE NT'S M~LING ADORE SS (So~, C~n. S~le Zip C~e) ~CEOENT'S 504 ~ighton Pla~ ,, Mec~icsb~g, PA 17055 ~ c .... ~rla~ .... .,,~ ~.~ ,, willi~ J. Navitsky ],,. Violet ~onis ~ ........ ~l ...,,~,~ [2~,~Apr'I 3, 2004 ~t'. stanislaus cmte~ .enand~h, PA ~I~J~UN~S~~~~VICELiCENSEE~ " CII~ASSOCH JLICENSE NU"BER j~,u~uo~n~AC~L,~eral H~ 8 ~rk~T~ Way' ~~~~ . .... 011667 L b~l~zzi Mechanicsb~q, PA 17055 ~e4.ms 23a.c only whm~en,~ '/ ' mTo ~ ~t ol my knowl~ge, deem occur,~ at the ~,me da~e a.a place s,ated - L~ENSE NUMAR JOATE SIGNED .... ~ ............ ~ ~,~. k L~'~[~,~ .... ~ N .~o ~ ~ ~.~,~, ~ q z~'i · ::~ot;~ ~,- ~,,,a ~/a~ ~7 ~>,~.,,~, ~ / A .... k ,,,L~,~/I,~ rq~ J3~. _u. I~. ' --ITM i S SIGNATURE AN(~ Nuue£R/ //. r~ Last Will and Testament of William J. Navitsky I, WILLIAM J. NAVITSKY, of 504 Brighton Place, Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representative hereinafter named to pay all of my just debts, expenses of my last illness, funeral expenses, includi~.~tl~4~: y grave marker · . E- ~!~. . c::5. ~.~- ~ and perpetual care, and expenses ~nvolved or connected w~th the ~l/lm~mstr~on o~y estate, as soon after my death as is reasonably as possible. Hc~wever, > ~ personal representative need not accelerate and pay those unmatured obligations which, in his, her or its opinion, it might be proper and more advantageous mretain o~reneW.and pay as they become due and Payable. ~ SECOND I give, devise, and bequeath the rest, residue and remainder of my Estate of every nature and wherever situate, at my date of death, together with all insurance proceeds thereon, to my wife, MARY O. NAVITSKY, providing that she survives me by thirty (30) days. THIRD Should my wife, MARY O. NAVITSKY, predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath all the rest, residue and remainder of my estate in equal shares to my children, VIRGINIA M. FRANCAVILLA, of Mechanicsburg, Pennsylvania, MICHAEL J. NAVITSKY, of Mechanicsburg, Pennsylvania, and STEPHEN W. NAVITSKY, of Highspire, Pennsylvania, who survive me by thirty (30) days. Should any of my children predecease me or die on or before the thirtieth (30th) day following my death, then I devise and bequeath that child's share of my estate to her or his issue, per stirpes, as are living on the thirty-first (31st) day following my death. Should any of my children be without surviving issue, then I bequeath that child's share of my estate to that child's surviving spouse. Should any of my children be without surviving issue or surviving spouse, I then bequeath that child's share of my estate to be divided evenly among my surviving children, per stirpes. FOURTH The term "issue" shall include legally adopted children, who shall be deemed to be natural born children of their and the term is to adoptive parents, "grandchildren" include legally adopted as well as natural born individuals. FIFTH No interest of any beneficiary of my estate or of any trust created by this Last Will and Testament, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest, either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the >ossession of my personal representative for the liability of such beneficiary. SIXTH I order and direct that any estate, inheritance or similar tax due as a result of my teath with respect to any property passing as a result of my death, shall be paid from the residue of my Estate before its division into shares and prior to distribution as an expense of administration and that no part of the taxes should be prorated orI apportioned among the persons or beneficiaries receiving the taxable property. It is my express intention that all inheritance taxes imposed as a result of my death be paid from the residue of my estate whether or not the property passes under my Last Will and Testament. My personal representatives shall have full power and authority to pay, compromise or settle any such taxes at anytime whether with respect to present or future interests. SEVENTH I hereby authorize and empower my Executor hereinafter named to sell all of the real property and any or all of the personal property not specifically bequeathed ~¢~'rein, which I may own or to which I am entitled at the time of my death, in the sole discretion of my Executor at private or public sale, with or without an Order of Court, at such time or times and upon such terms as the said Executor shall deem proper for the best interests of my estate or of my beneficiaries, thereby converting the same to cash. I further authorize and empower my Executor to borrow money and to pledge, mortgage or otherwise encumber all or any part of the real property or personal property, or both, belonging to my estate. I further authorize and empower my said Executor to execute, acknowledge and deliver all proper writings and deeds of conveyance and transfer thereof. I grant these aforementioned powers in addition to and not in limitation of such powers my Executor or personal representative shall hold by law. EIGHTH I nominate, constitute and appoint MARY O. NAVITSKY as executor of this my Last Will and Testament. If she is unable or unwilling to serve or ceases to act as executor, then I nominate, constitute and appoint VIRGINIA M. FRANCAVILLA as executor of this my Last Will and Testament. I direct that my personal representative shall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament which consists of four (4) pages to each of which I have affixed my signature, this [--)'r~ day of ~t~ , 1997. William J. Navit~ky NAVITSKY as and for his Last Will and Testament, in the presence of us and each of us, who, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA · COUNTY OF CUMBERLAND · SS I, WILLIAM J. NAVITSKY, the testator 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 I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. William J. Navitsky Sworn or affirmed and acknowledged before me by WILLIAM J. NAVITSKY, the testator, this /~) ~ day of F~¥ , 1997. Notary Notarial Seal Susan M. Grubb, Notary Public · Lower Allen Twp., Cumberland County Vly Commission Expires June 21, 1999 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA · · SS COUNTY OF CUMBERLAND · WE, L,t~?[(,"~c,~t L ~.~.l , and "'f~0[,~ ~,/lJ~/,-'rs~ , and & ?~rl~ ck O ~,aJ,~glge witnesses whose names are attached to the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw testator sign and execute the instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each subscribing witness in the hearing and sight of the testator signed the Last Will and Testament 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. (seal) al) Sworn or affirmed and subscribed~efore me by/.,o]:,//,~ L. ~'~[~ , and and ~..~Tt~Z.tc/Q ~x/n'r2~-~, witnesses, this day of ~_.a?f.,~ , 1997. Notary Notarial ~al Susan M. Grubb, Notary Public Lower Allen Twp., Cumberland County My Commission Expires June 21, 1999 Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 07/01/2004 FR3LNCAVILLA VIRGINIA M 403 ACORN CT MARS, PA 16046 RE: Estate of NAVITSKY WILLIAM J File Number: 2004-00362 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO. 1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 07/25/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge Sincerely, GLE~A FARNER STRASBAUGH ~J Clerk of the Orphans' Court 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. CD REV-1162 EX(11-96) 004130 FRANCAVILLA VIRGINIA M 403 ACORN CT MARS, PA 16046 ........ fold ESTATE INFORMATION: SSN: 143-20-0280 FILE NUMBER: 2104-0362 DECEDENT NAME: NAVITSKY WILLIAM J DATE OF PAYMENT: 07/08/2004 POSTMARK DATE: 07/08/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/09/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $14,645.70 REMARKS: TOTAL AMOUNT PAID: $14,645.70 ' SEAL CHECK//105 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Date of Death: q- ~- t~d t Admin. No. c~ / - ~ t./- ~) .~ (.o ~ To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Cpurt Rules was served on or mailed to the following beneficiaries Of the above-captioned estate on q- / ~'"'-/9 ~/ : Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except rote: 7- O Signature Address Capacity: t///Personal Representative ~.Counsel for personal representative REV-1500 EX (6-00I j~ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I"'- I DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) z IJ/tvifs gu , LM i DATE OF DEATH (MM-D~Y'EAR) DATE OF BIRTH (MM-DD-YEAR) UJ (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) uJ Z Z o u) UJ o OFFICIAL USE ONLY FILE NUMBER COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER ..zo - THIS RETURN MUST BE FILED IN DUPLI~AT~ WITH THE REGISTER OF VVILL-~ SOCIAL SECURITY NUMBER ~" 1. Original Return [] 2. Supplemental Return [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82) ~"6. Decedent Died Testate (Attach copy of Will) [] 7. Decedent Maintained a Living Trust (Attach copy of Trust) [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) NAME . · FIRM NAME ~Applicable) ! ' TELEPHONE NUMBER [~-] 3. Remainder Return (date of death prior to 12-13-82) [~]5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes ~]11. Election to tax under Sec. 9113(A) (Attach Sch O) COMPLETE MAILING ADDRESS 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Properly (Schedule E) 6. Jointly Owned Property (Schedule F) [~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. (1) I ~1; 13D. (4) (6) (7) (lO) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (8) OFFICIAL USE ONLY 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 x .0_ (15) ,.3 -89. x 1.% 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19, Tax Due (19) 20. Decedent's Complete Address: Tax Payments and Credits: 1. Tax Due (Page1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount ~'~O Interest/Penalty if applicable D. Interest E. Penalty ST^TE fCc z,. / ? 5-5" Total Credits ( A + B + C ) (2) "~ ~ ~), ~ ~ Total Interest/Penalty ( D + E ) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE, (5A) A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (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 OFTHE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ' DATE 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 transfers to or for the use of the surviving spouse is 3% [72 P.S. §9116 (a)(1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2) [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1502 EX+ (6-98~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE A REAL ESTATE FILE NUMBER All real property owned solely or as a tenant in ~:ommon must be reported et fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION TOTAL (Also enter on line 1, Recapitulation) VALUE AT DATE OF DEATH oo (If more space is needed, insert additional sheets of the same size) Cumberland County Board of Assessment' Appeals Old Courthouse One CourthoUse Square Carlisle, PA 17013 (717) 240-6350 (717) 240-6354 (fax) Board of Assessment Appeals Lloyd W. Bucher R. Fred Hefelflnger Sarah Hughes DECISION ORDER BONNIE M. MAHONEY Chief Assessor STEPHEN D. TILEY Assistant Solicitor MAILING DATE: July 1, 2004 PARCEL NUMBER: 42-24-0791-164.-U504 FRANCAVILLA, VIRGINIA M & MICHAEL J NAVITSKY 403 ACORN COURT MARS PA 16046 Dear Property Owner: This letter is to officially notify you of the decision of the Cumberland County Board of Assessment Appeals regarding the above-referenced parcel. DATE OF APPEAL HEARING: 06/29/2004 DATE DECISION RENDERED: 06/29/2004 EFFECTIVE FOR TAX YEAR: 2005 DECISION RENDERED: [ ] Withdrawn By Applicant [ ] Abandoned For Failure To Appear [ ] Denied - No Change [X] Approved Review Appraiser's Changes [ ] Revised Assessment Based on Hearing [ ] Other: TOTALVALUE FAIR MARKET CLEAN AND GREEN CLEAN AND GREEN STATUS Old Assessed Value: New Assessed Value: 139,960 NOT 131,130 APPLICABLE Any person aggrieved by the order of the Board of Assessment may appeal to the Court of Common Pleas by filing a petition in the Prothonotary's office on or before August 2, 2004. ; EXECUTOR'S DEED THIS INDENTURE, made the 27th day of May, in the year Two Thousand Four (2004). BETWEEN VIRGINIA M. FRANCAVILLA, Executrix of the Estate of WILLIAM J. NAVITSKY Grantor, Party of the First Part, VIRGINIA M. FRANCAVILLA of Mars, PA; MICHAEL J. NAVITSKY of Mechanicsburg, PA; and STEPHEN W. NAVITSKY of Highspire, PA, as tenants in common and not as joint tenants with fight of survivorship, and who are brothers and sister and are children of WILLIAM J. NAVITSKY Grantcess, Parties of the Second Part, WITNESSETH WHEREAS, WILLIAM J. NAVITSKY, during his lifetime, became the owner of the following described property; and subsequently WILLIAM J. NAVITSKY died on April 9, 2004; and WHEREAS, VIRGINIA M. FRANCAVILLA, daughter of WILLIAM J. NAVITSKY was appointed Executrix of the Estate of WILLIAM J. NAVITSKY as set forth in the records of the Office of the Register of Wills in and for Cumberland County, Pennsylvania, Certificate of Grant of Letters Testamentary File No. 2004-00362; NOW THIS INDENTURE WITNESSETH, that VIRGINIA M. FRANCAVILLA, Executrix as aforesaid, does hereby grant, transfer, convey, release and confn-m unto VIRGINIA M. FRANCAVILLA, widow, the said Grantees, her heirs, executors and assigns, all the following described property: ALL THAT CERTAIN condominium unit situated in Brighton Place, a Condominium (the · '' ip, Cumber!~.and County~,_Pennsylvania, designated ~ umt ~,~o. *u'~ ~n me Dec_~arauon oI Condominium, dated October 11, 1990, recorded October 12, 1990, in Cumberland County Miss. Book 388, Page 265, and the Plats and Plans dated October 11, 1990, recorded October 12, 1990, in Cumberland County Plan Book 61, Page 93, as mended by the First Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated October 30, 1991, recorded November 7, 1991, in Cumberland County Misc. Book 407, Page 92, and Plat recorded in Plan Book 63, Page 98, and the Second Amendment to Declaration of Condominium of Brighton Place, a condominium, dated November 26, 1991, recorded November 27, 1991, in Cumberland County Misc. Book 407, Page 1169, and the Third Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated March 2, 1992, recorded March 2, 1992, in Cumberland County Misc. Book 413, Page 59, and Plat recorded in Plan Book 64, Page 12, and the Fourth Amendment to Declaration of Condominium of Brighton, Place, a Condominium, dated May 21, 1993, recorded May 21, 1993, in Cumberland County Misc. Book 444, Page 985, and Plat recorded in Plan Book 66, Page 34, and the Fifth Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated August 10, 1993, recorded August 11, 1993, in Cumberland County Misc. Book 451, Page 517, and Plat recorded Plan Book 66, Page 100, and the Sixth Amendment to Declaration of Condominium of Brighton Place, a Condominium, dated and recorded February 8, 1994, in Cumberland County Misc. Book 465, Page 1040, and Plat recorded Plan Book 67, Page 84, and under the provisions of the Uniform Condominium Act of the Commonwealth of Pennsylvania (Act of July 2, 1980, P. L. 286, No. 82) (the "Act"). TOGETHER with all right, title and interest of, in and to the Common Elements as more fully set forth in the aforesaid Declaration of Condominium and Declaration Plans, as amended from time to time. 305897-1 The Grantees, for and on behalf of the Grantees and the Grantees' heirs, personal representatives, successors and, aSsigns, by the acceptance of this Deed, covenant and agree to pay such charges for the maintenance of, repairs to, replacement of and expenses in connection with the Common Elements as may be assessed from time to time by the Executive Board in accordance with the Act and further covenant and agree that the unit conveyed by this Deed shall be subject to a charge for all amounts so assessed and that, except insofar as applicable sections of the Act may relieve a subsequent unit owner of liability for prior unpaid assessments, this covenant shall run with and bind the land or unit hereby conveyed and all subsequent owners thereof. The Grantees, for and on behalf of the Grantees and the Grantees' heirs, personal representatives, successors and assigns, by acceptance of this Deed, acknowledge that this conveyance is subject in every respect to the Declaration, the Declaration Plans, By-Laws and all amendments thereto. The Grantees further acknowledge that each and every provision of the foregoing is essential to the best interest and for the benefit of all unit owners therein. Grantees and all owners of units in said Condominium covenant and agree, as a covenant running with the land, to abide by each and. every provision of said documents. The Grantees acknowledge that they have received, no later than fifteen (15) days prior to this conveyance, a full and complete Public Offering Statement for the Condominium and, therefore, waive any and all rights under Section 3406(c) of the Act. UNDER AND SUBJECT to easements, covenants, restrictions, reservations and rights-of-way of record. TOGETHER with all the hereditaments and appurtenances thereunto belonging or in anywise appertaining and the reversions and remainders, rents, issues and profits thereof and all the estate, right, title, interest, property, claim and demand whatsoever of the Grantor, in law, equity or otherwise, of, in and to the same and every part thereof. BEING a portion of the same premises which R. A. Ortenzio and Nancy M. Ortenzio, his wife, by corrective deed dated February 15, 1990, recorded February 16, 1990, in Cumberland County Deed Book K, Volume 34, Page 473, granted and conveyed unto Geneva Properties, Inc., a Pennsylvania corporation, Grantor herein. BEING the same premises which GENEVA PROPERTIES, INC. by its deed dated May 27, 1994, and recorded on June 10, 1994 in Record Book 106, Page 834, in the Recorder of Deeds Office of Cumberland County, Pennsylvania granted and conveyed unto WILLIAM J. NAVITSKY and MARY O. NAVITSKY, his wife. The said MARY O. NAVITSKY died on September 27, 2001, vesting all of her fight, title and interest in the aforementioned described property by operation of law. The said WILLIAM J. NAVITSKY died testate on April 9, 2004 leaving his entire estate to VIRGINIA M. FRANCAVILLA, MICHAEL J. NAVITSKY and STEPHEN W. NAVITSKY, Grantees herein. IN WITNESS WHEREOF the said Executrix hereunto set her hand and seal the day and year above written. ~irginia M. Franc'avilla, Executrix 305897-1 COMMONWEALTH of PENNSYLVANIA : :ss COUNTY OF DAUPHIN : On this May 27, 2004 before me, the undersigned officer, personally appeared, Virginia M. Francavilla, Executrix for the Estate of WILLIAM J. NAVITSKY, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument, and acknowledged she executed the same for the purpose therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. NOTARIAL SEAL CAROL A. LYTER, Notary Public City o! Harrisburg, Dauphin CoUnty My Commir~r, ion FxI:Y~ Dec, 28, 2004 Notary CERTIFICATE OF RESIDENCE I, hereby certify that the correct address and place of residence of the Grantees herein as follows: 403 Acorn Court, Mars, PA 16046. dVIRdINIA M. FRANCAVILLA t ! RECORDED in the Office for Recording of Deeds, in and for the County of Cumberland in Deed Book , Page WITNESS my Hand and Seal of Office, this day of ,2004. Recorder of Deeds 305897-1 / SCHEDULE B COMMONW~LTHOFPENNSYLVA.,^ / STOCKs & BONDS INHERITANCE TAX RETURN / RESIDENT DECEDENT J ESTATE OF All P~Schedule ITEM NUMBER 1. DESCRIPTION FILE NUMBER VALUE AT DATE OF DEATH TOTAL (Alsoenter on line 2, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) Please Note: Your Sale Proceeds Check is Attached BROKER'S Name. Address, ZIP Code. Federal ldelltif[ca{[oll Nulllber afld Telepholle Nultlber: Form 1099-B Procee.s From Broker and Barter ~ COPY B FOR RECIPIENT Exchange Transactions Mellon Investor Services ***IMPORTANTTAX INFORMATION*** U.~. INFORMA'I'ION OMB NO. 85 Challeoger Road This Is important tax information attd Is being furnished to RETURN FOR 2004 Rid§efield Park, NJ 07660 the httemal Revenue Service. If you are required to file a 1545-0715 22-336752~ return, a negligence penalty or other sanction may be la Date of Sale lb CUSIP Number 1-800-649-3593 Imposed on you if this income is taxable and the IRS determines that It has not been reported. 06/08/2004 59156R 10 TO WHOM PAID ~. Stocks, Bonds. etc. 3. Bartering $2,428.92 4. FEDERAL INCOME TAX WITHHELD Virginia M. Francavilla, Ex Uw William J Navitsky $0.00 403 Acorn Ct. Mars, PA 16046 REPORTED } ~ Cros, p .... d~] .......... is~iom and options premiums TO IRS [~ Gross proceeds 5. Description MetLife, Inc. Investor ID Recipients Identification Number on File 8066 6173 5276 54-6612715 · IMPORTANT TAX RETURN DOCUMENT ATTACHED · Date Description Shares Sold Sale Price Gross Proceeds Tax Withheld Net Proceeds ($) ($) ($) ($) Trust Interest Balance Balance t 67.0000 06/1 Shares Sold 36.252500 2,428.92 YOUR ACCOUNT HAS BEEN CLOSED. THE ATTACHED CHECK REPRESENTS THE FULL VALUE OF YOUR ACCOUNT. Retain this number for future reference: Investor ID: 8066 6173 5276 For information concerning this statement, call MetLife, Inc.'s Transfer Agent, Mellon Investor Services toll free at 1-800-649-3593 SFULL (07-03) / F 0610 0000658 · Savings Bond Redemption Receipt Branch ID: 99 Redemption Date: 07/06/2004 william J navitsky, deceased 403 acorn court mars, PA 16046 546-61-2715 Transaction Number: 2818716 Teller ID: platform Total number of bonds redeemed: 1 Total Total Total Price Interest Value $10,000.00 $308.00 $10,308.00 Customer Signature Customer ID: padl 14800494 Dollar Bank Cranberry Office 1709 Route 228 Cranberry Township, PA 724-779-3800 16066 -- I the right of survivorship must be d_!sc!osed on Schedule F VALUE AT DATE OF DEATH / $CHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONALPROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Include the proceeds of lit~Jation and the date the proceeds w~re received by the estate. All property jointly-owned with ITEM NUMBER DESCRIPTION '7. C.b ~ ~/ 44, q~5 fi,~7/q ~ TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) CO~.Tc~E"~S~'L~^"'^ / CASH, BANK DEPOSITS, & MISC.  FILE NUMBER Indude the proceeds of r~igation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER /! 9 I/( i, DESCRIPTION TOTAL (Also enter on line 5, Recapitulation) VALUE AT DATE OF DEATH /'7, -..~/.5.75-- 1.~1~. ?~- (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 vi ITEM NUMBER A. 5. 6. 7. SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS FILE NUMBER Debts of decedent must be reported on Schedule [. DESCRIPTION FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent ProbateFees--....~ ~E __ Zip AMOUNT State Zip Accountant's Fees Tax Return Preparer's Fees TOTAL (Also enter on mine 9, Recapitulation) $ ~ P ~. / O~' (If more space is needed, insert additional sheets of the same size) FUNERAL HOME Michael J. Malpezzi, Owner · Jeremy J. Shartzer, Funeral Director 8 Market Plaza Way * Mechanicsburg, PA 17055 * Phone: (717) 697-4696 April 22, 2004 Steve W. Navitsky 224 Market Street Highspire, PA 17034 The Funeral Service for William J. Navitsky We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, AND MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. 1. PROFESSIONAL SERVICES Services of Funeral Director/Staff FUNERAL HOME SERVICE CHARGES .- - ~, ~. ~. ~: SELECTED MERCHANDISE: : _ · ..... .~ Steel Protective Casket 12 Ga. Regular Register, Memorial Cards, Ackn. THE COST OF OUR SERVICES, EQUIPMENT,'AND MERCHANDISE THAT YOU HAVE SELECTED AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN ACCOMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. CASH ADVANCES Opening Grave Cemetery Equipment Newspaper Notices - Local Newspaper Notices - Out-of-town Clergy/Mass Offering Organist Certified Copies of the Death Certificate Military Honor Guard Flowers Cantor Alter Servers Monument Engraving TOTAL CASH ADVANCES AND SPECIAL CHARGES $3545.00 $3545;00 $2395.00 $985.00 $45.00 $6970.00 $500.00 $105.00 $102.58 $19.60 $300.00 $75.00 $60.00 $50.00 $106.00 $50.00 $10.00 $65.00 $1443.18 SUB-TOTAL INITIAL PAYMENT / DISCOUNT / CREDITS TOTAL AMOUNT DUE $8413.18 $8413,~8 www. malpezzifuneralhome, com RECEIPT FOR PAYMENT Cumberland_County - Register Of Wills Hanover and Hiqh Street Carlisle, PA I7013 Receipt Date: 41/415/2004 Receipt Time: :47:53 Receipt No.: 1036281 NAVITSKY WILLIAM J Estate File No.: 2004-00362 Paid By Remarks: JA ........................ Receipt Distribution Fee/Tax Description PETITION FOR PROBA EXTRA PAGES SHORT CERTIFICATE JCP FEE Payment Amount 18.00 15.00 30.00 10.00 Cash ........ Total Received ......... 73.00 Payee Name CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN CUMBERLAND COUNTY GENERAL FUN BUREAU OF RECEIPTS & CNTR M.D REV-1513 EX+ (9-00) SCHEDULE J BENEFICIARIES RELATIONSHIP TO DECEDENT AMOUNT OR SHARE TOTAL OF PART [[ - 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) ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET I! NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT 'ESTATE OF FILE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] 1. OF ESTATE REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS No. 2004- 00362 PA No. 21- 04- 0362 Estate Of: NAVITSKY WILLIAM J (Last, First, Middle) Late Of: UPPER ALLEN TOWNSHIP CUMBERLAND COUNTY Deceased Social Security No: 143-20-0280 WHEREAS, on the 15th day of April 2004 an instrument dated February 17th 1997 was admitted to probate as the last will of NA VITSKY WILLIAM J (Last, First, Middle) late of UPPER ALLEN TOWNSHIP, CUMBERLAND County, who died on the 9th day of April 2004 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, GLENDA FARNER STRASBAUGH , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: FRANCA VILLA VIRGINIA M who has duly qualified as EXECUTOR(RIX) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 15th day of April 2004. * *NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) Last Will and Testament of William J. Navitsky I, WILLIAM J. NAVITSKY, of 504 Brighton Place, Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do make, publish and declare this to be my Last Will and Testament, hereby revoking and making void all previous Wills and Codicils heretofore made by me. FIRST I order and direct my personal representative hereinafter named to pay all of my ust debts, expenses of my last illness, funeral expenses, includi.01~(~: y grave marker and perpetual care, and expenses involved or connected with the ~inistrttt~on o~}y estate, as soon after my death as is reasonably as possible. H~ever, ~ perS°n~il representative need not accelerate and pay those unmatured obligations which, in~ hi~i, her or its opinion, it might be proper and more advantageous to~,retain 6t°rene~:.:and pay as they become due and Payable. ~' SECOND I give, devise, and bequeath the rest, residue and remainder of my Estate of every nature and wherever situate, at my date of death, together with all insurance proceeds thereon, to my wife, MARY O. NAVITSKY, providing that she survives me by thirty (30) days. THIRD Should my wife, MARY O. NAVITSKY, predecease me or die on or before the thirtieth day following my death, I give, devise and bequeath all the rest, residue and Pennsylvania, and STEPHEN Pennsylvania, who survive me by thirty (30) days. VIRGINIA M. MICHAEL J. NAVITSKY, of W. NAVITSKY, of Highspire, Should any of my children predecease me or die on or before the thirtieth (30th) day following my death, then I devise and bequeath that child's share of my estate to her or his issue, per stirpes, as are living on the thirty-first (31st) day following my death. Should any of my children be without surviving issue, then I bequeath that child's share of my estate to that child's surviving spouse. Should any of my children be without surviving issue or surviving spouse, I then bequeath that child's share of my estate to be divided evenly among my surviving children, per stirpes. FOURTH The term "issue" shall include legally adopted children, who shall be deemed to be natural born children of their adoptive parents, and the term "grandchildren" is to include legally adopted as well as natural born individuals. FIFTH No interest of any beneficiary of my estate or of any trust created by this Last Will and Testament, either in income or in principal, shall be subject to anticipation or pledge, assignment, sale or transfer in any manner, nor shall any beneficiary have the power in any manner to charge or encumber his interest, either in income or principal, nor shall the interest of any beneficiary be liable or subject in any manner while in the possession of my personal representative for the liability of such beneficiary. SIXTH I order and direct that any estate, inheritance or similar tax due as a result of my death with respect to any property passing as a result of my death, shall be paid from the residue of my Estate before its division into shares and prior to distribution as an 2 eXPense of administration and that no part of the taxes shoUld be prorated or apportioned among the persons or beneficiaries receiving the taxable property. It is my express intention that all inheritance taxes imposed as a result of my death be paid the residue of my estate whether or not the property passes under my Last Will Testament. My personal representatives shall have full power and authority to pay, compromise or settle any such taxes at anytime whether with respect to present or future interests. SEVENTH I hereby authorize and empower my Executor hereinafter named to sell all of the real property and any or all of the personal property not specifically bequeathed ~g'rein, which I may own or to which I am entitled at the time of my death, in the sole discretion of my Executor at private or public sale, with or without an Order of Court, at such time or times and upon such terms as the said Executor shall deem proper for the best interests of my estate or of my beneficiaries, thereby converting the same to ~ash. I further authorize and empower my Executor to borrow money and to pledge, mortgage or otherwise encumber all or any part of the real property or personal property, or both, belonging to my estate. I further authorize and empower my said Executor to execute, acknowledge and deliver all proper writings and deeds of conveyance and transfer thereof. I grant these aforementioned powers in addition to and not in limitation of such powers my Executor or personal representative shall hold by law. EIGHTH I nominate, constitute and appoint MARY O. NAVITSKY as executor of this my Last Will and Testament. If she is unable or unwilling to serve or ceases to act as executor, then I nominate, constitute and appoint VIRGINIA M. FRANCAVILLA as executor of this my Last Will and Testament. I direct that my personal representative 3 ~hall not be required to give or post bond for the faithful performance of his, her or its duties in this or any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand to this my Last Will and Testament which consists of four (4) pages to each of which I have affixed my signature, this [-~'r~ day of ~,~5~' , 1997. William J. Nax/itsky ~ Signed, sealed published and declared by the above-named WILLIAM J. 2Y as and for his Last Will and Testament, in the presence of us and each us, who, at his request and in his presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto the day and year last above written. 4 cOMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : SS I, WILLIAM J. NAVITSKY, the testator 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 I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. William J. Navitsky Sworn or affn-med and acknowledged before me by WILLIAM J. NAVITSKY, the testator, this /tO ~ day of [~t~? , 1997. Notary Notadal Seal Susan M. Grubb, Notary Public Lower Allen Twp., Cumberland County ',.4y Commission Expires June 21, 1999 OF PENNSYLVANIA :. : SS COUNTY OF CUMBERLAND ' WE, ]_~:[{,'r'.c,~ ff.. ~.~.~ , and ~]~[,~&o-I ~ ~.wx~ , and & ~ry~ ~k ~,/4~e witnesses whose names ~e attached to ~e foregoing i~trument, being duly qualified according m law, do depose and say ~at we were present and saw testator sign and execute ~e ins~ument ~ his ~t Will and Testament; ~at he signed willingly and that he ex~uted it ~ his free and volun~y act for the pu~oses therein expressed; that ~ch subscribing witness in the he~ing and sight of ~e testator signed ~e ~t Will and Testament ~ witnesses; and ~at to ~e best of our knowledge ~e testator w~ at the time 18 or more ye~s of age, of sound mind and under no constraint or undue influence. ~~ ~ ~ (seal) al) / Sworn or affirmed and subscribed~fore me by ~:[g~ ~. &~J , ~d ~a]~ ~ ~'m~ , and ~..~T~ ~H~, witnesses, ~is /P~ day of ~~ , 1997. Notary Notarial Seal Susan M. Grubb, Notary Public Lower Allen Twp., Cumberland County My Commission Expires June 21, 1999 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 17128-0601 CO~HONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX VIRGINIA FRANCAVILLA 605 ACORN CT MARS PA 16066 DATE ESTATE OF DATE OF DEATH FILE NUHBER COUNTY ACN 08-$0-200q NAVITSKY 0q-09-2006 21 06-056Z C~U~ LAND. 10~ ~'~'~ Amou~.~ 'Remitted -__ REV-I54? EX AFP (01-03) WILLIAM J MAKE CHECK PAYABLE AND ~M'rT PAYMENT TO: REGISTER OF..MILLS. -o :'" CUMBERLAND ~0 ,!COURT--HOUSEi~ ' CARLISLE, P/~? 17013~ :'::L, CUT ALONG THIS LINE ~ RETAIN LOWER PORTTON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF NAVITSKY WILLIAM J FILE NO. 21 0~-0362 ACN 101 DATE 08-30-200,I TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS; APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (15 ~. Stocks and Bonds (Schedule B) $. Closely Held Stock/Partnership Interest (Schedule C) ($) ~. Nor(gages/Notes Receivable (Schedule D) E. Cash/Dank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Tote1 Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ado. Costs/Misc. Expenses (Schedule H) 10. Debts/Hot(gage Liabilities/Liens (Schedule I) (105 11. Total Deductions Nat Value of Tax Return 15. lq. Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) Net Value of Es*ate Sub,oct to Tax 131z130.00 58~58.1~ .00 .00 162~987.60 .00 .00 (8) 9,986.18 .00 NOTE: To insure proper credlt to your account, submit the upper port/on of (hAs for. wAth your tax payeent. NOTE: ASSESSMENT OF TAX: 352,575.76 (115 9.98~. 18 (125 3~2,589.56 (1-;) . O0 (1~) 362,589.56 If an assessment was issued previously, 11nos 1~, 15 and/or 16, 17, 18 and 19 w111 reflect figures that include the total of ALL returns assessed to date. (is) .00 x O0 : .gO (16) 3r+2'589-56 X 065 = 15,r+16.53 (17) . O0 x 12 = . O0 (185 .00 x 15 = .00 (195= 15,616.53 AMOUNT PAID 1~,665.70 15. Amount of Line 1~ et Spousal rate 16. Amount of Line lfi taxable at Lineal/Class A ra~e 17. Aeount of L/ne 1~ at Sibl/ng rate 18. Aeount of L/ne lq taxable at Collateral/Class B rate 19. Principal Tax Due TAX CREDITS: PAYHENT RECEIPT DISCOUNT DATE NUMBER INTEREST/PEN PAID (-) 07-08-Z00q CD00ql30 770.83 15,~16.53 .00 .00 .00 TOTAL TAX CREDIT BALANCE OF TAX DUE] INTEREST AND PEN. TOTAL DUE IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOT[CE: PAYNENT: REFUND (CR): OBJECT[ORS: ADH[N- [STRATIVE CORRECTIONS: DISCOUNT: PENALTY: [NTEREST: Estates of decedents dying on or before December 12, 19BI -- if any futura interest in the estate is transferred in possession or enjoyment to Class S (collataral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commoneaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (TI P.S. Sect[on 9140). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS~ AGENT A refund of a tax credit, ahich mas not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Xnheritance and Estate Tax" (REV-ISIS). AppXications ara avaiXable at the Office of the Register of Hills, any of the Z3 Revenue District Offices, or by calXing the special [4-hour answarlng service for forms ordering: 1-800-362-2050; services for taxpayers mith special hearing and / or speaking needs: 1-800-447-50Z0 (TT Any party in interest not satisfied with the appraisement, allowance, or disallowance of daductionsj or assessment of tax [including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of this Not[ce by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBiOZ1, Harrisburg, PA 171ZB-lOZ1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of individual Taxes, ATTN: Post Assessment Review Unit, Oept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717] 787-6505. See page 5 of the booklet "instructions for inheritance Tax Return for a Resident Decedent" (REV-1SO1) for an explanation of administratively correctable errors. if any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SX) discount of the tax paid is allo~ed. The 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January lA, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as yau would appeal the tax and interest that has been assessed as indicated on this notice. lnterest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six [6X) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will beer interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 are: Interest Daily Interest Daily Interest Year Rate Factor Year Rate Factor Year ~ ~ .000548 1988-1991 llX .000501 ~'~ 1985 16Z .000438 1992 9Z .000247 ZOOZ 1964 llZ .000501 1995-1994 7Z .OOOX9Z ZOO5 1985 15Z .000356 1995-1998 92 .000247 2004 1986 lOZ .000274 1999 72 .00019Z 1987 lOX .000274 2000 7Z .O0019Z --Interest is calculated as follows: Daily Rate Factor 9X .O00Zq? 6X .00016q SZ .000157 4Z .000110 INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (1S) days beyond the date of the assessment. [f payment is made after the interest computation data shown on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES ZNHERTTANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 DONN L SNYDER ESQ SAUL EWING Z N 2ND ST 7TH FLR HSG PA 17101 CONMONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF ZNHERZTANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX REV-15~7 El( AFP (01-05) DATE 08-30-200q ESTATE OF HOLLER ETHEL DATE OF DEATH 11-22-2003 FILE NUMBER 21,~/P~-Olq9 :~ COUNTY C~i]~RLA ?:~::, ~ HAKE CHECK PAYABL:EANB I~NIT PAYMENT TO: REGISTER OF'Nr!L'LS -- !:i~:~' CUMBERLAND C~:!!!COURT~OUSE~r:''::':: CARLISLE, PA 17013~ M CUT ALONG THIS LZNE ~.~ RETAZN LOWER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLOWANCE OR BZSALLOWANCE OF DEDUCTZONS AND ASSESSNENT OF TAX ESTATE OF HOLLER ETHEL MFZLE NO. 21 0~-01~9 ACN 101 DATE 08-30-200~ TAX RETURN NAS: (X) ACCEPTED AS F/LED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnersh/p Interest (Schedule C) ($} q. Hor~cgagas/Notas Reca/vable (Schedule D) E. Cash/Bank Depos/ts/Misc. Personal Property (Schedule E) 6. Jointly O~nad Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXENPTIONS: 9. Funeral Expenses/Ada. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage L/ab/llt/as/Liens (Schedule Z) (10) 11. Total Deductions 12. Net Value of Tax Return .O0 ~0~9q2.21 .00 7~000.00 15~115.68 .00 NOTE: To /nsure proper cred/t to your account, subm/t the upper portLon of ~hLs fore wLth your tax payment. 58~060.21 (8) 121,118.10 17,128.00 276.00 15. lq. NOTE: (11) 17.~04. O0 (12) 103,71q. 10 Char/~able/Governaental Bequests; Non-elected 9115 Trusts (Schedule J) (1S) . O0 Net Value of Estate Sub~ect to Tax (lq) 103,71q. 10 ~f an assessaent was issued previously, lines 1~, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that lnclude the total of ALL returns assessed to date. (is) 105,71q.10 x O0 = .00 (16) .00 x Oq5= .00 (~7) .00 x 12 = .00 (18) .00 x 15 = .00 (19)= . O0 AMOUNT PA'rD TOTAL TAX CREDZT BALANCE OF TAX DUEI INTEREST AND PEN. TOTAL DUE ASSESSNENT OF TAX: 15. Amount of Line lq at Spousal rate 16. Amount of L/ne lq taxable at Lineal/Class A rata 17. Aeoun~ of L/ne lq at Sibling rate 18. Amount of Line lq ~axable at Collateral/Class B rate 19. Pr/ncipaZ Tax Due TAX CREDITS: PAYMENT RECEIPT DI$COUNT DATE NUMBER INTEREST/PEN PAID (- .00 .00 .00 .00 ( 'rF TOTAL DUE 'rs LESS THAN $1, NO PAYMENT 'rS REi~U'rRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDZT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.) ZF PAID AFTER DATE 'rND'rCATED, SEE REVERSE FOR CALCULAT'rON OF ADDZT'rONAL INTEREST. RESERVATION: Estates of decedents dying on or before December 12, 19BZ -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonaaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the la~fu! Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (72 P.S. Section 9160). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS) AGENT A refund of a tax credit, ahich ams nat requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1315). Applications are available at the Office of the Register of Hills, any of the 23 Revenue District Offices, or by calling the special Iq-hour answering service for forms ordering: 1-800-56Z-Z050; services for taxpayers aith special hearing and / or speaking needs: 1-800-q47-30ZO (TT only). Any party in interest not satisfied with the appraisement, alloaance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days af receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 171ZB-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. 280601, Harrisburg, PA 171Z8-0601 Phone (717) 787-650S. See 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 due is paid aithin three (3) calendar months after the decedant's death, a five percent (BI) discount of the tax paid is allo~sd. The 15X tax amnesty nan-participation penalty is computed on the total of the tax and interest assessed, and nat 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 tiaa period as you mould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning aith first day of delinquency, or nine (93 months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .OO016fi. All taxes ahich became delinquent on and after January 1, 1982 mill bear interest at a rate ahich aill vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 200~ ars: Interest DaiZy Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .O00Sq8 ~'~)'~-1991 11X .000301 ~ 9X .O00Zq7 1985 16X .000458 1992 9Z .O00Zq7 ZOO2 6X .00016~ 198q 112 .000~01 1993-199q 72 .000192 2005 52 .000137 1985 15X .000556 1995-1996 9X .000Z~7 ZOOq q2 .O00110 1986 102 .OOOZ7~ 1999 72 .O0019Z 1987 lOX .00027¢ ZOO0 72 .00019Z --Interest is calculated as follo~s: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. If payment is made after the interest computation date sho~n an the Notice, additional interest must be calculated. p: rnOr'.,cr\ r;~:!(\:: ("::: BUREAU OF INDIVIDUAl!-1'AliES--' '~, , 'j- ',' INHERITANCE TAX DIVISION:'-- -., .-,- - -'I PO BOX 280601 ' HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF DETERMINATION AND ASSESSMENT OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN * REV-483 EX AFP (06-05) zcas S::p -2 Pi! 12: 08 DATE 09-05-2005 ESTATE OF NAVITSKY WILLIAM J DATE OF DEATH 04-09-2004 FILE NUMBER 21 04- 0362 COUNTY CUMBERLAND ACN 201 APPEAL DATE: 11-04-2005 (See retlerse side under Objections) Amaunt Remitted I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: CL~l'< C?" ',' ,",I," VIRGINllt""FRANCAVI L LA 403 ACORN CT MARS PA 16046 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE; To insure proper credit to your account, sub.it the upper portion of this for. with your tax p.ynent. CUT ALONG THIS LINE -+ RETAIN LOWER PORTION FOR YOUR FILES +- REY:4si-Ex-AFP-coi:osi----..-NOTICE-OF-DETERMINATION-AND-ASSESSMENT----------------------- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL ESTATE TAX RETURN .. ESTATE OF NAVITSKY WILLIAM J FILE NO.21 04-0362 ACN 201 DATE 09-05-2005 ESTATE TAX DETERMXNATXON 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 14.645.70 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 14.645.70 5. Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYNENT IS REQUIRED nt FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (Cft), YOU NAY BE 1<.1'- DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FDR INSTRUCTIONS.) 0L~:F. !( \.! .." d' CFf'!.: VIRGINIA FRANCAVIL~ ' 403 ACORN CT J MARS PA 16046 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE R-rnrrCn~~rOF DETERMINATION AND .[.J~,nULl) _~, ,MENT OF PENNSYLVANIA ( IS, J:. TAX BASED ON FEDERAL , CLOSING LETTER zeus SEP I 3 PI'! I: lIS ~:~:TE OF DATE OF DEATH FILE NUMBER COUNTY ACN '* BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX Z80601 HARRISBURG PA 171Z8-06DI ItEV-7U EXAFP Ui-D5) 09-13-2005 NAVlTSKY 04-09-2004 21 04-0362 CUMBERLAND 202 APPEAL DATE: 11-12-2005 (See reverse side under Objections) Amount ReRitted I I MAKE CHECK PAYABLE AND REMIT PAYMENT TO: WILLIAM J REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credit to your account, sub. it the upper portion of this for. with your tax P8yment. CUT ALONG THIS LINE -+ RETAIN LONER PORTION FOR YOUR FILES +- REY=736--Eir-AFP-Tiii:.-ozi-----..-Nii'fIc'E--iiniET'E-iiiiNAfiirN'-AN-Ii-iiirsESlfMENY------------------------ ---- OF PENNSYLVANIA ESTATE TAX BASED ON FEDERAL CLOSING LETTER .. ESTATE OF NAVITSKY WILLIAM J FILE NO.21 04-0362 ACN 202 DATE 09-13-2005 ESTATE TAX DETERMINATION 1. Credit For State Death Taxes as Verified .00 2. Pennsylvania Inheritance Tax Assessed (Excluding Discount and/or Interest) 14,645.70 3. Inheritance Tax Assessed by Other States or Territories of the United States (Excluding Discount and/or Interest) .00 4. Total Inheritance Tax Assessed 14.645.70 5. Pennsylvania Estate Tax Due .00 6. Amount of Pennsylvania Estate Tax Previously Assessed Based on Federal Estate Tax Return .00 7. Additional Pennsylvania Estate Tax Due .00 TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 -IF PAID AFTER THIS DATE, SEE REVERSE SIDE (IF TOTAL DUE IS LESS THAN $1, NO PAYHENT IS REQUIRED FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) \\1:; Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 3/06/2006 FRANCAVILLA VIRGINIA M 403 ACORN CT MARS, PA 16046 RE: Estate of NAVITSKY WILLIAM J File Number: 2004-00362 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT-RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 4/09/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregard this notice. Sincerely, ~a~~::r Clerk of the Orphans' Court cc: File / Counsel '11 Register of Wills of Cumberland County Estate No.: STATUS REPORT UNDER RULE 6.12 IN ILL I A /"Yi ::r N /! III 1..('1..- yo- '/ If /0'/ D4/ 3lP d-- 5'1{P fo/ ;) 7/ S- Name of Decedent: Date of Death: Pursuant to Rule 6.12 ofthe Supreme Court Orphans' Court Rules, I report the following with respect to completion ofthe administration of the above-captioned estate: 1. State~her administration of the estate is complete: Yes~ No 0 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. Di~ ~ersonal representative file a final account with the Court? Ye~ No 0 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,K No 0 c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be .attached to this report. ~. .. . . '7/l.C 0/111 Date: ~m.1~C~~ Signa e VI((;/,IV/A ;::;;A/cAl/l~t..A Na~e /'. Jf()l ACo~"" C-DGlA..T /J1A~f~ /?4 /~()7'~ , Address _.~~ ~.,...., 72J'- 77;2 /77J- . Telephone No. Capacity: .BJ?ersonal Representative o Counsel for personal representative ~y