Loading...
HomeMy WebLinkAbout03-1064PETITION FOR PROBATE and GRANT OF LETTERS also known ax To: Socia! Security ,':o. ~ 0~ 0'3 - ~ ~D~e~ased. The petition ~ff the undersigned respectfully represents that: Your petttioner(s), who is/are 18 years of age or older, an th9 execut o m in the last w~li ,~* the above decedent, dated .~o ~ ~ / ~ and codicil(s~ ~iated ~ Register of Wills fpr tl~e County of C.~t. be_~/~o~zfl_ _ in the Commonwealth of Pennsylvania __ named ,19 97 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decenden! '~' ~s domiciled at death in ~_tn ~e,//,~ ~'¥//~ County, Pennsylvania, with tx i 5 las~ family or principal residence at /~O ~o ~ II. (~, ~ vii ~ ~11 (list street, number an3 muncipahty) Decende¢~ ~:~en 8~ years o~ gge, died Except as, ?hogs, decedent d~d n~t marry, was not d~rced anted not have a chfl~ born or adopted after execution of the will offered ~ or 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 domici!ed in Pa.) Personal property in County Value of real estate in Penrtsylvania~ / situated as f:Aiows: / $ WHEREFORE, petitioner(s) respectfully requ_es~(s) the probate of the last will and codicil(s) presented herewith and the grant of letters (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF ~/~ ~e~/~ rd~/ , y 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 ~ ~rsonal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. before me this day of ~~/~~ ~ ',,' ~ ~' 4 Register [ ~ No. Estate Of , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW 19 , 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 described therein be admitted to probate and filed of record as the last will of ; and Letters are hereby granted to FEES Probate, Letters, Etc .......... $ Short Certificates( ) .......... $. Renunciation ................ $ $ TOTAL __ $ Filed ................................... Register of Wills ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded rD the State Vital Records Office for permanent filing. WARNING.: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9811649 No. ~S[*'~~ , Lo--ocaal Re~ Date DUE ~D(C~ AS A CO*4SEOUE NCE O~: COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH "VITAL RECORDS CERTIFICATE OF DEATH " Willi~ J. Trotn~ ,. Male ,. 204 -- 03 -- 7443 '-~J~,~/O ./dO:; . 83 ~". : ~ , ~~u~ ~erla~ ~ ~.~.~POFOE~H ~FAC~NAME( ..... ......... .____e__~. . . ,_. ,0. ...~ip. Instell~ I,,. i ~C~NT'S ~sylv~ia 1902 ~l~ia A~ ~ Hill, PA 17011 ,t ,L ~wa~ V. ~ot~n I ~. Jose~ R. Heff~n ~. 300 Pennsylv~ia Ave, ~ ~, PA 17011 ~ ~ ~ ~. 12-13-03 ,~.Rollin~ Green ~. Park I,~C~. ~11, P~ 17011 ~'-,~~.~-'~ m' I~. 012755-L I~,.~e~-~er m, 1903 ~t St, ~, PA 17011 ~~~ / I I ............ I I of WILLIAM J. TROTMAN I, WILLIAM J. TROTMAN, of the Borough of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills and other testamentary writings at any time heretofore made byme. Item I: I direct my Executor, hereinafter named, to pay all of my just debts, funeral and testamentary expenses as soon as conveniently can be done after my demise. Item II: I specifically give, devise and bequeath any automobile of which I own or have an interest to ISABELLE G. SAGER, presently residing in Bellefonte, Centre County, Pennsylvania. IflSABELLE G. SAGER should predecease me, it is my testamentary intent that the aforesaid specific bequest revert to my residuary estate. Item III: I give, devise and bequeath the entirety of my residuary estate, both real and personal of whatsoever nature and wheresoever the same shall be situated at the time of my death, to JOSEPH R. HEFFRON, presently residing in the Borough of Camp Hill, Cumberland County, Pennsylvania. This residuary estate includes my model railroad equipment with which the aforesaid legatee and I have spent many enjoyable hours. If JOSEPH R. HEFFRON should predecease me, I give, devise and bequeath the entirety of my residuary estate to the non-profit corporation, the NATIONAL RAILWAY HISTORICAL SOCIETY with a principal office located in Philadelphia. Page 1 of 2 Item IV: I nominate, constitute and appoint JOSEPH R. HEFFRON presently residing in Camp Hill, Pennsylvania, as Executor of this my Last Will and Testament with full power and authority to do any and all things necessary to complete the administration of my estate and further direct that he serve without bond. Should JOSEPH R. HEFFRON for any reason be unable or unwilling to serve as Executor of this my Last Will and Testament, then I appoint ISABELLE G. SAGER, presently residing in Bellefonte, Pennsylvania as Alternative Executrix and she too shall serve vested with the aforementioned power and authority and without bond. IN WITNESS WHEREOF, I have at Camp Hill, Pennsylvania, this ] J '~ day of ~ f:zF'5~ ,1997 set my hand and seal to this, my Last Will and Testament, consisting oltwo (2) typewritten pages. WILLIAI~I/J. TROTMAN Page 2 of 2 SIGNED, SEALED, PUBLISHED and DECLARED by the above-named Testatator as and for his Last Will and Testament in the presence of us who at his request, in his presence and in presence of each other, all being present at the same time, have hereunto set our hands and seals as witnesses. Page 3 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : SS I, WILLIAM J. TROTMAN, Testatator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I have 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. Sworn and subscribed before me this dayof o ,1997 Notaz/y Public ' I NOTARIAL 8F. kL , My Commission Expires'l JLIANIT^ ~; $AMI.CK, Notary,P.~blic '1 Camo ttlU. Cum~'a~l 0suaty [My Commission Ex¢tres Nov. 15, 1999 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : SS : the witnesses who~e names are signed to the attached or foregojhg instrument, being duly qualified according to law, do depose and say that we were present and saw WILLIAM J. TROTMAN Testatator, 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 of us in the hearing and sight of the Testatator signed the Will as witnesses; and, to the best of our knowledge and belief, the Testatator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me this I~o'~- day of Not&.'y Public My Commission Ex.p, ires~: NOTARIAL SEAL 'r JUANI ,~, K. SAMICK, Notae/Pubtlc Camp t~!1, Cumbedac~ Couaty My Commission Expires Nov. 15, 1999 ,1997 Page 4 February 24, 2004 Register of Wills Office Cumberland County Cumberland County Courthouse Carlisle, Pa. 17013 Estate of Trotman, William J. Late of Camp Hill Borough No. 2003-01064 PA. No. 21-03-1064 Dear Sirs, Enclosed please find a check from Mr. Trotman's estate checking account for estimated estate taxes. We wanted to make this payment within the specified 90-day limit in order to avail of the allowed 5% discount. For your convenience, a copy of the official document issued by the Register of Wills Office is attached. Once all the affairs of the estate are settled, we will file the appropriate tax return and any other supporting documents needed. The largest asset of the estate is Mr. Trotman's personal residence and that was listed for sale on February 23, 2004. The residence required some significant exterior and interior repairs to bring the property up to a saleable condition. Thank you for your attention to this matter. Should you have any questions, my home phone is 737-4213 and my work phone number is 234-3156, Ext. 5220. Sincerely, c Executor Encls. Register of Wills of CUMBERLAND County, Pennsylvania Certificate of Grant of Letters No. 2003-01064 PA No. 21-03-1064 ESTATE OF TROTMAN WILLIAM J WHEREAS, on the 26th dated September 13th 1997 Late of CAMP HILL BOROUGH ~U~.h~ ~U'U~'I'I, Deceased Social Security No. 204-03-7443 day of December was admitted to probate as the last will of TROTMAN WILLIAM J (LJ~'l', ~'1~'1', MZUD~) 2003 an instrument late of CAMP HILL BOROUGH , CUMBERLAND CoUnty, who died on the 10th day of December 2003 and, WHEREAS, a true copy of the will as probated is annexed hereto. THEREFORE, I, DONNA M. OTTO , Register of Wills in and for the County of CUMBERLAND in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to HEFFRON JOSEPH R 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 COURT HOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my Office the 26th day of December 2003. ~egmsner os wm±±~ **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) Joseph Heffron 300 Pennsylvania Ave. Camp Hill, PA 17011 '04 FEB 26 P2:49 I.,lll.,llh,,,.tl,,ll,,,ll,,,ih,,l,MI,ht,,hh,hh,i COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003606 HEFFRON JOSEPH R 300 PENNSYLVANIA AVE CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 204-03-7443 FILE NUMBER: 2103- 1064 DECEDENT NAME: TROTMAN WILLIAM J DATE OF PAYMENT: 02/26/2004 POSTMARK DATE: 02/25/2004 COUNTY: CUMBERLAND DATE OF DEATH: 12/10/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $20,000.00 TOTAL AMOUNT PAID: $20,000.00 REMARKS: JOSEPH HEFFRON ...... SEAL CHECK# 1001 INITIALS: MW RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS '04 MiR -2 Pi2:09 March 1, 2004 Register of Wills Office Cumberland County Cumberland County Courthouse Carlisle, Pa. 17013 Estate of William J. Trotman Late of Camp Hill Borough No. 2005-01064 PA No. 21-03-1064 Dear Sirs, Enclosed please find a completed inventory sheet for the above referenced estate. I wanted to submit this prior to the 90-day deadline. I held off submitting sooner to wait and see if any additional items might surface, but there were none. These were the values as of December. Since then, the Estate has had to spend in excess of $30,000 beginning with funeral expenses, extensive repairs to the house in order to bring it into a saleable condition, etc. Final numbers will be shown when the Penna. Estate Tax Return is filed after the house is sold and final medical expenses, etc. are paid. Thank you. Should you have any questions, my home phone is 737-4213 and my work phone number is 234-3156, Ext. 5220. Sincerely, Joseph R. Heffi-on Executor Encl. March 2, 2004 Register of Wills Office Cumberland County Courthouse Carlisle, Pa. 17013 Estate of William J. Trotman 1902 Columbia Avenue Camp Hill, Pa. 17011 File No. Attn Jackie: Enclosed please find the required $10 fee for filing the Estate Inventory. I neglected to include this with the Inventory Form. Thank you for holding the form until I corrected this matter. Should you need to contact me, my work phone is 234-3156, Ext. 5220 and my home phone is 737-4213. Thank You. End. Sincerely, Executor RECEIPT FOR PAYMENT Cumberland County - Register Of Wills Hanover and Hiqh Street Carlisle, PA I7013 Receipt Date: 3/04/2004 Receipt Time: 11:42:32 Receipt No.: 1035804 TROTMAN WILLIAM J Estate File No.: 2003-01064 Paid By Remarks: JOSEPH R HEFFRON AC Fee/Tax Description INVENTORY Check# 6323 Total Received ......... Receipt Distribution ........................ Payment Amount Payee Name 10.00 CUMBERLAND COUNTY GENERAL FUN ~10.00 COMMONWEALTH OF PENN;YL~'AN[A COUNTY OF CUMBERLAND late of .~---~:~_ ~ !J __B~D~,~ .... CumberLand County. Pa., deceased~d +hat fha w,fhln is an invenfor~y made by ~~~- ~~ ...... fhe ,aid ~e,~~y of fha enHre estate of s~ decedent, consisting of ~11 fh~ persona~ property and real estate, except real esfaf~ outside the Commonwealth oT Pennsylvania, and fhaf fha f;gures opposite eac~ ~tem of the Inventory represent it's fair value as of the date of decedenf's death. and subscribed before me, Executor - ~mlnistrator , 0,t Address Date of Deafh Day Month INSTRUCTIONS ~/I. An inventory must be filed wlfhi__.~n--.three months after appointment of personal representative. 2. A supplement inventory must be filed wlfhin thirty days of discovery of additional assets. ]3. Additional sheets may be attached as fo personalty or realty 4. See Arficle IV, Fiduciaries Act of 1949. z :- Q~ d Inventory of the real and personal estate of deceased David H. Martineau, Esquire SINCE 1888 3211 North Front Street P.O. Box 5300 Harrisburg, PA 17110-0300 Ms. GlendasF. ~Strausbaug Register o~: ;.~': · .. Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013-3387 I,,,llh,,ill,,,,,dh,ll;,,lh,,il,,,hh,ll,i, COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVE'D FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003700 GARTNER THELMA M 55 KENSINGTON DRIVE CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 208-42-6067 FILE NUMBER: 2103- 1066 DECEDENT NAME: CULLEN DONNA M DATE OF PAYMENT: 03/19/2004 POSTMARK DATE: 03/1 7/2004 COUNTY: CUM BERLAN D DATE OF DEATH: 12/17/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $3,000.00 :REMARKS: SEAL CHECK# 3784 TOTAL AMOUNT PAID: $3,000.00 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Glenda Farner Strasbaugh Clerk of the Orphans Court Cumberland County Courthouse Register of Wills Office Hanover & High Street Carlisle, PA. 17013 RE: E~state of William J. Trotman~~ [ Late of Camp Hill Borough [ No. 2003-01064 ~,,,~A No. 21-03-1064 Dear Ms. Strasbaugh, April 16, 2004 Thank you for your letter (copy attached) advising that I did not complete and file the required Certification of Notice Under Rule 5.7 (a). That was a misunderstanding of the requirements on my part and I apologize. The completed form is attached. Mr. Trotman did not own a vehicle at the time of his death. His vehicle, which had an expired state inspection and an expired registration, was disposed of before his death. Mrs. Isabelle Sager, who was named in the Will to receive the automobile, was aware that the vehicle was disposed of. While not included in the Will, I wish to make mention that Mrs. Sager was the named beneficiary of Mr. Trotman's three life insurance policies. The respective insurance companies have made payment to Mrs. Sager for the proceeds of these policies. Since I am the other named beneficiary in the Will and I was aware of the provisions of the Will, I didn't think I needed to complete the form. Since I did not predecease Mr. Trotman, the provision in the Will that the National Railway Historical Society receives the entirety of his residuary estate did not apply. Thus my misunderstanding over the need to complete the Certification of Notice form. Again, please accept my apology for this oversight. Mr. Trotman's house is hopefully sold and settlement is tentatively scheduled for April 30. I have now resolved final amounts due to Manor Care and they expect to have all his accounts cleared within 30 days. After these events occur, I should be able to finalize the estate and file the appropriate tax return and any other needed documents. Thank you. Should you have any questions, please call me at my work number, 234- 3156, Ext. 5220 or my home phone number is 737-4213. Encl. Respectfully, Joseph R. Heffron Executor Name of Decedent: CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Date of Death: To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on ~¢:.e,,~e~ /?.~ ~'~._~ · Name Address Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: 95;: ~!d 6 t 8d~/ 170. Capacity: __ Sgature Personal Representative Counsel for personal representative Jon's--M. GLACE ATTORNEY AT LAW 132-134 WALNUT STREET HARRISBURG, PENNSYLVANIA 17101 of WILLIAM J. TROTMAN I, WILLIAM J. TROTMAN, of the Borough of Camp Hill, Cumberland County, Pennsylvmfia, being of sound and disposing mind, memory and understanding, hereby make, publish and declare th/s my Last Will and Testament, hereby revoking and making void any and all prior Wills and other testamentary writings at any time heretofore made by me. Item I: I direct my Executor, hereinafter named, to pay all of my just debts, funeral and testamentary expenses as soon as conveniently can be done after my demise. Item II: I specifically give, devise and bequeath any automobile of which I own or have an interest to ISABELLE G. SAGER. presently residing in Beltefonte, Centre County, Pennsylvania. IfISABELLE G. SAGER should predecease me, it is my testamentary intent that the aforesaid specific bequest revert to my residuary estate. Item III: I give, devise and bequeath the entirety of my residuary estate, both real and personal of whatsoever nature and wheresoever the same shah be situated at the time of my death, to JOSEPH R. HEFFRON, presently residing in the Borough of Camp Hill, Cumberland County, Pennsylvania. This residuary estate includes my model railroad equipment with which the aforesaid legatee and I have spent many enjoyable hours. If JOSEPH R. HEFFRON should predecease me, I give, devise and bequeath the entirety of my residuary estate to the non-profit corporation, the NATIONAL RAILWAY HISTORICAL SOCIETY with a P~ciPal office' ~ilLd in Philadelphia. 6[ ddV bO. Page 1 of 2 Item IV: I nominate, constitute and appoint JOSEPH R. HEFFRON presently residing in Camp Hill, Pennsylvania, as Executor of this my Last Will and Testament with full power and authority to do any and all things necessary to complete the administration of my estate and further direct that he serve without bond. Should JOSEPH R. HEFFRON for any reason be unable or unwilling to serve as Executor of this my Last Will and Testament, then I appoint ISABELLE G. SAGER, presently residing in Bellefonte, Pennsylvania as Alternative Executrix and she too shall serve vested with the aforementioned power and authority and without bond. IN WITNESS WHEREOF, I have at Camp Hill, Pennsylvania, this ., ~-7 ~ :~ ~ : day of ~ r.r' ;';' ~ ,1997 set my hand and seal to this, my Last Will and Testament, consisting oirtwo (2) typewritten pages. WILLIAlq J. TROTMAN Page 2 of 2 SIGNEI ). ;;I ,'Al ,I';D, PUBLISHEI) and DECLARED by the above-named Testatator as and I,,, his I.ast Will and Testament in the presence of us who at his request, in his presence ~,,,,I ,,~ I,rcscnce of each other, all being present at the same time, have hereunto set our I,:'°''l'' aud seals as witnessc~ ~' (SEALI REV-1500 EX (6-00)  COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA '17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT k- DECE.~T'S N/~blE (LAST, FIRST,~ND~/,I i i I/MIDDLE INITIAL) ..<,.,. ~111 DATJ[ OF DEATH (MM-DD-YEAR)'/ ] DATE OF BIRTH (MM-DD-YEAR) o"' 14- lo- - - I,LI (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) UJ I,- Z 1::3 Z o ,A I.,U [~1. Original Return -'-]4. Limited Estate ~P~6. Decedent Died Testate (Attach copy of Will) [~]9. Litigation Proceeds Received [~]2. Supplemental Return [~] 4a. Future Interest Compromise (date of death after 12-12-82) --]7. Decedent Maintained a Living Trust (Attach copy of Trust) []10. Spousal Poverty Credit (date of death between 12-31-91 and 1-%95) NAM E.,,,~ '~ FIRM NAME (tfApplic~le) OFFiCiAL USE ONLY FILE NUMBER COUNTY COD~ ¥£^R SOCIAL SECURITY NUMBER o 3-9'-/'/..3 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY 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 .~/o [--~ 11. Election to tax under Sec. 9113(A) (Attach Sch O) COMPLETE MAILING ADDRESS 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [~] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (8) (11) (12) (13) OFFICIAL USE ONLY (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due ~' O ¢ -8. x .o __ (15) NO~ x .0__ (16) NO~j e x .12 (17) ! i~) t."~ x .15 (18) (19) 20. Decedent's Complete Address: Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) Credits/Payments A. Spousal Poverty Credit B. Prior Payments ~,O D Ol~ · O12 C. Discount ~.~ ~.~'o~, Interest/Penalty if applicable D. Interest E. Penalty ISTATE ~ ,, Total Credits ( A + B + C ) (2) Total Interest/Penalty ( O + E ) (3) o a, bo 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 If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (4) --- Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Yes No 1. Did decedent make a transfer and: a. retain the use or income of the property transferred; .......................................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ............................................ [] [] c. retain a reversionary interest; or .......................................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ...................................................................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penalties of perjury, I 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. DATE S,G.ATUR N RESP S BLJ IOR F L NG RETURN ADDRESSO ~JD O _ .--~ ~ SIGNATURE OF PREPARER OTt~ER THAN REPt ~ 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. COUNTY OF CUMBERLAND I, WILLIAM J. TROTMAN, Testatator, whose name is signed to the attached or foregoing instrumem, having been duly qualified according to law, do hereby acknowledge that I have signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my fi'ce and voluntary act for the purposes therein expressed. Sworn and subscribed before me this i ~'3~ day of Notary Public My Commission Expires:! ,1997 WILLIAM J. TROTMAN COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND :SS /'~- ~:._~. ~. !,. ~ -" . ~ -'' / and ~ (/~, ~-~'/" · We, '~',,z~o,~ ~ ~ i .... . the witnesses who~e roes ~e signed to the attached or forego~g ~tmem, berg duly qualified accord~g to law, do depose ~d say that we were presem ~d mw WILLIAM J. TROTMAN Testatator, sign ~d execute the ~tment as ~s Last Wffi ~d Testment; that he signed ~gly ~d t~t he executed it ~ hs ~ee ~d vol~t~ act for the pu~oses there~ expressed; that each of us ~ the he~g ~d sight of the Testmator signed the Wffi ~ ~tnesses; ~d, to the ~st of o~ ~owledge ~d ~ef, the Testmator w~ at t~t t~e eighteen (18) or more ye~s of age, of sold md ~d ~der no co~tra~t or ~due ~uence. Sworn to and subscribed before me this I~'°'- day of ~_19'~ Notary Public My Commission Expires: JUANITA K. ~'~,\MIC',(, Not~q,' P~:b~,c ~ Commission Expires Nc, x,. 15.19~9 I ,1997 Page 4 I~cV-1502F..X * (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE All real property owned solely or as a tenant in common must be repoited at fair market value. Fair market value is defined as the pdce at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM I VALUE AT DATE NUMBER J DESCRIPTION OF DEATH 1. TOTAL (Xlso enter on line 1, Recapitulation) $ J (If more space is needed, insert additional sheets of the same size) REV-15~3 EX + (1-97) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION FILE NUMBER VALUE AT DATE OF DEATH TOTAL (Also enter on line 2, Recapitulation) $ ,,.~,~ (If more space is needed, insert additional sheets of the same size) REV-1508 EX + (1~7) ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF ,~/~.~g~1 FILE NUMBER include the pm~s of litigation and ~e date ~e premeds were re~ived by ~e ~te. All pro~ ~int~ed ~h the right of su~ivomhip must ~e disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF D~TH TOTAL (A~so enter o. line 5, Recapitulation) $ 9g 3 (If more space is n~d~, inse~ additional sheets of the same size) REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT A. 1. 4,. 5. 6. 7. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State __ Zip 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 State Relationship of Claimant to Decedent Probate Fees Accountant's Fees ~0~ ~'~-~ Tax Return Preparer's Fees ,~ ~,~,~;Z/Z __ Zip /d TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF NUMBER I 1. II 1. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY FILE NUMBER TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under , /~ Sec. 911F~-(a~J1.2)] RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT ORSHARE OF ESTATE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) Jo~. GLaCE ATTORNEY AT LAW 132-134 WALNUT STREET HARRISBURG, PENNSYLVANIA 17101 till arti e tame tt of WILLIAM J. TROTMAN I, WILLIAM J. TROTMAN, of the Borough of Camp Hill. Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, hereby make, publish and declare this my Last Will and Testament, hereby revoking and making void any and all prior Wills and other testamentary writings at any time heretofore made by me. Item I: I direct my Executor, hereinafter named, to pay all of my just debts, funeral and testamentary expenses as soon as conveniently can be done after my demise. Item II: I specifically give, devise and bequeath any automobile of which I own or have an interest to ISABELLE G. SAGER, presently residing in Bellefonte. Centre County, Pennsylvania. IflSABELLE G. SAGER should predecease me, it is my testamentary intent that the aforesaid specific bequest revert to my residuary estate. Item III: I give, devise and bequeath the entirety of my residuary estate, both real and personal of whatsoever nature and wheresoever the same shall be situated at the time of my death, to JOSEPH R. HEFFRON, presently residing in the Borough of Camp Hill, Cumberland County, Pennsylvania. This residuary estate includes my model railroad equipment with which the aforesaid legatee and I have spent many enjoyable hours. If JOSEPH R. HEFFRON should predecease me. I give, devise and bequeath the entirety of my residuary estate to the non-profit corporation, the NATIONAL RAILWAY HISTORICAL SOCIETY with a principal office located in Philadelphia. Page 1 of 2 Item IV: I nominate, constitute and appoint JOSEPH R. HEFFRON presently residing in Camp Hill Pennsylvania, as Executor of this my Last Will and Testament with full power and authority to do any and all things necessary to complete the administration of my estate and further direct that he serve without bond. Should JOSEPH R. HEFFRON for any reason be unable or unwilling to serve as Executor of this my Last Will and Testament, then I appoint ISABELLE G. SAGER, presently residing in Bellefonte, Pennsylvania as Alternative Executrix and she too shall serve vested with the aforementioned power and authority and without bond. IN WITNESS_~. .... WHEREOF, I have at Camp Hill, Pennsylvania, this '~ :~ ? ~, -~ day of C ~- ;.-~. ~ ., 1997 set my hand and seal to this, my Last Will and Testament, consisting of two (2) typewritten pages. WILLIAI¢I J. TROTMAN Page 2 of 2 SIGNEI ). ;;I.'AI ,I,~D, PUBLISHEI) and DECLARED by the above-named Testatator as and I,,, his I.ast Will and Teslament in the presence of us who at his request, in his presence .,,I ,,' ~,rL.scnce ofeach other. :dl being present at the same time. have hereunto set or. I,:''''l'' and seals as witnesses ",. (SEAL~ I, WILLIAM J. TROTMAN, Testatator, whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I have signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my fi-ee and voluntary act for the purposes therein expressed. Sworn and subscribed before me this I "?- day of "..' .'i.'t,' Notary Public My Commission Expires:! t WILLIAM J. TROTMAN ,1997 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND : SS " Ac,-/ and We, '~'o>o,~ ~- h". ~ ... ~,. , the witnesses who~e names are signed to the attached or foregoihg instrument, being duly qualified according to law, do depose and say that we were present and saw WILLIAM J. TROTMAN Testatator, 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 of us in the hearing and sight of the Testatator signed the Will as witnesses; and, to the best of our knowledge and belief, the Testatator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn to and subscribed before me I~'°'- day of this Not~ Pubic My Co~ssion Expffes: Camp b~l, CumB~kn~ ~u3ty Comm:~si~,,l Expires l,J:,v. ~'' 1999 ,1997 Page 4 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003961 HEFFRON JOSEPH R 300 PENNSYLVANIA AVE CAMP HILL, PA 17011 ........ fold ESTATE INFORMATION: SSN: 204-03-7443 FILE NUMBER: 2103- 1064 DECEDENT NAME: TROTMAN WILLIAM J DATE OF PAYMENT: 05/20/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 12/10/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $13,019.00 REMARKS: TOTAL AMOUNT PAID: PNC BANK C/O JOSEPH R HEFFRON $13,019.00 SEAL CHECK# 1008 INITIALS: SJ RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Name of Decedent: Date of Death: STATUS REPORT UNDER RULE 6.12 Admin. No.: 'Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes [X'] No ['-] 2. Ii'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 th~ personal representative file a final account with the Court? Yes _*/ No 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 [] No ['-] Date:.(- 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. si n t e Name v Address Telephone No. Capacity: ~ Personal Representative [-] Counsel for personal representative BUREAU OF TNDZVZDUAL TAXES TNHER'[TANCE TAX DI'VTSTON DEPT. 280601 HARRTSBURG, PA 171Z8-0601 COHHONWEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCT/ONS AND ASSESSNENT OF TAX REV-1;q7 EX AFP COl-OS) JOSEPH R HEFFRON $00 PENNSYLVANIA AVE CAHP HILL PA 17011 DATE 07-19-200q ESTATE OF TROTHAN DATE OF DEATH 1Z-10-2005 FILE NUHBER 21 05-106q COUNTY CUHBERLAND ACN 101 Amount WILLIAM J HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG TH/S LXNE ~ RETA/N LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF TROTHAN WILLIAH J FILE NO. 21 05-106~ ACN 101 DATE 07-19-Z00~ TAX RETURN #AS: { X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es*a~e (Schedule A) {1) 2. Stocks and Bonds (Schedule B) $. Closely Held Stock/Partnership Interest (Schedule C) ($) 4. Nortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Hisc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total AssaYs APPROVED DEDUCTZONS AND EXEHPTZONS: 9. Funeral Expensas/Adm. Costs/N~sc. Expanses (Schedule H) (9) 10. Dab~s/Hor~gaga Liabilities/Liens (Schedule Z) (10) 11. Tote1 Deductions 12. Nat Value of Tax Return 118z000.00 58~15Z.00 .00 .00 72~$92.00 .00 .00 (8) 21,R00.00 .00 NOTE: To insure proper cradi~ to your account, submit the upper portion of this fora with your tax payment. 15. 14. NOTE: Zq8,5q~.00 05- (11} 21 .~0~. O0 (12) 227,1~c~. O0 .00 Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Ne~: Value of Estate Subject to Tax (14) 727,1~q.00 Zf an assessment ~as issued previously, 1/nas 1~, 15 and/or 16, 17, 18 and 19 ,ill reflect flgures that include the total of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amount of Line 14 at Spousal rata 16. Amount of Line 14 ~exable at Lineal/Class A rata 17. Aeount of Line 14 at Sibling rata 18. Amount of Line 14 taxable at Collateral/Class B rata 19. Principal Tax Due TAX CREDITS: ~AYH~NT RECEIPT DISCOUNT DATE NUNBER INTEREST/PEN PAID (-) 02-25-Z00~ CD005606 1,052.65 20-200~ CD00~961 .00 (15) (16) (17) (18) ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL INTEREST. ~"~ ~:~ .00 ZZ7,1~'00 X ]~ 5'~"071'60 ~' ~"~, 0 7 ! .~0 m. .00 TOTAL TAX CREDIT ] ~,071.6~ ~ALANCE OF TAX DUEl .0~CR [NTEREST AND PEN. .00 TOTAL DUE .05CR ( TF TOTAL DUE TS LESS THAN $1, NO PAYNENT ZS REqU'rRED. ~ ~-~'~' 'rF TOTAL DUE TS REFLECTED AS A "CRED'rT" (CR).. YOU NAY BE D E A REFUND. SEE REVERSE SZDE OF TH'TS FORN FOR TNSTRUCT'rONS.) RESERVATION: Estates of decedents dying on or before December 1Z) 198Z -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent attar the expiration of any estate for life or for years) the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class D (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTZDNS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements cf Section ZlqO of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (7Z P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to: REGXSTER OF N/LES, AGENT A refund of a tax credit) which was not requested on the Tax Return, may be 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 Rills) any of the Z5 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-362-2050; services for taxpayers with special hearing and / or speaking needs: 1-800-q47-3OZO iTT only). Any party in interest not satisfied with the appraisement) allowance) or disalloeanca of deductions) or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 2810Z1, Harrisburg) PA 17128-lOZ1, OR --election to have the ;attar determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered an this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes) ATTN: Post Assessment Reviee Unit, Dept. Z80601) Harrisburg) PA 171Z8-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three ($) calendar months after the dec;dent's death, a five percent (SI) discount of the tax paid is allowed. The 15X tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996) the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6g) percent per annum calculated at a daily rate of .00016q. All taxes ehich became delinquent on and after January 1) 198Z mill bear interest at a rate which will vary fram calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through 200q are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20Z .O00Sq8 ~'~'8-1991 11Z .000501 ~ 9Z .O00Zq7 1985 X6Z .000~58 199Z 9Z .O00Zq7 ZOO2 6Z .00016q 198~ llX .000~01 1993-199~ 7Z .OOOZ9Z ZO0~ 5Z .0001~7 1985 15Z .000356 1995-1998 9Z .O00Zq7 ZOOq ~Z .000110 1986 lOX .OOOZ7q 1999 7Z .00019Z 1987 IOZ .O0027~ ZOO0 7Z .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. Tf payment is made after the interest computatien date shown on the Notice, additional interest must be calculated.