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Home My WebLink About03-0378PETITION FOR PROBATE and GRANT OF LETTERS Estate of Betty L. McCauslin No. aboknownas R~ty T.c~ui~o M~(~a~]in To: Social Security No. Deceased. 1 62-22-2'1 57 Register of Wills for the County of Cumberland 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_Or in the last will of the above decedent, dated November 30, 1 998 and codicil(s) dated in the named ,19___ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 4C Melron Court: Carlisle; PA 17013 (list street, number and muncipality) Decendent, then 75 years of age, died April 20: 2003 XMb~ at Church of C~od Nursing ~4~mo. ' Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $75,000.00 $ WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) W. McCauslin 1931 Sterretts Gap Ave. Car] i~]o_; PA 1 701q OATH OF' PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND ~ sS 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 trul~xadminister the estate according to law. Sworn to or affirmed and subscribed ,_,--,~'~Sx%~-~_t~ V'~¢('~oex~~ ~ before_m.e this /x94-, day_ of ! Terry W. McCauslin ~' //)/~L, '- ~;X2-003 I 1931 Sterretts GaD Ave __/~/~.~.~ Car] i sl ~. PA 1701 q ~ te~[ ' ~ No. c~q/-~)~- ,~-9 ~ ~cCauslin Estate of Betty L. McCauslin a/k/a Betty Louise~ Deceasea DECREE OF PROBATE AND GRANT OF LETTERS AND NOW the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated November 30, 1998 described therein be admitted to probate and filed of record as the last will of Betty h. McCauslin a/k/a Betty Louise McCauslin and Letters Testamentary X.~_ 200,3in consideration are hereby granted to Terry W. McCauslin FEES Probate, Letters, Etc .......... $ S%orACertificates( ) .......... $ ,.~l. <Do Kenuncmuon ................ $ TOTAL Filed .z/~-R. rT/eR~..4,7~.O,~ .............. Register of Taylor P. ANdrews, q. 15§41 78 W Pomfret Street Carlisle, P~D~~]3 (717) 243-0123 PHONE 055 <5 o 0 ,OD LAST WILL AND TESTAMENT OF BETTY L. MCCAUSLIN I, BETTY L. MCCAULSIN, of North Middleton Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any and all wills and codicils heretofore made by me. ITEM I: My personal representative shall pay from the residue of my estate the expenses of my last illness, funeral and burial debts duly allowed against my estate, and all death taxes (Pennsylvania inheritance tax and federal estate tax) occasioned by my death and incurred with respect to all property taxed to my estate regardless of whether such property passes by this Will or passes outside of this Will. ITEM II: I bequeath those articles of my automobiles, personal effects, household goods, and other tangible personalty of like nature (not including cash or securities), together with any existing insura, nce thereon, if any, as set forth in a separate memorandum which I shall place with my Will to the persons therein designated. If I shall leave no separate memorandum, or with regard to my automobiles, personal effects, household goods, and other tangible personalty of like nature (not including cash or securities) not referenced by such memorandum, I bequeath such property to my step-son TERRY W. MCCAULSIN. 2 I devise and bequeath the residue of my estate, of every nature ITEM III: and wherever situate, as follows: A) Three-Fourths (3/4) to my step-son, TERRY W. MCCAULSIN. B) The remaining residue to my step-son, DENNIS MCCAULSIN. If DENNIS MCCAULSIN shall predecease me, I give and bequeath his share to his children in equal shares. ITEM IV: I appoim my step-son, TERRY W. MCCAULSIN, Executor of this my Last Will and Testament. Should my step-son, TERRY W. MCCAULSIN, fail to qualifY or cease to act as Executor, I appoim my step-son, DENNIS MCCAULSIN. of Harrisburg, Pennsylvania, as Executor of my estate. ITEM V: I direct that my Executor and his successors shall not be required to give bond for the faithful performance of his duties in this or any other jurisdiction. IN WITNESS WHEREOF, I, BETTY L. MCCAUSLIN, have hereumo set my hand and seal to this my Last Will and Testament, consisting of two (2) typewritten pages, each of which bears my signamre, this ~ dayof ~}o~o_-~, ~,~t~, 1998. Betty L//McCauslin, Testatrix (SEAL) Signed, sealed, published and declared by the above-named Testatrix, Betty L. McCauslin, as and for her LasJ~Yill and Testament, in the presence of us, who, at her request, i~'~ sight__and pr~nc~, and in the sight and presence of each other, have hereunto COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) WE, Betty L. McCauslin, TAYLOR P. ANDREWS, and /~r~T~ e~,~ the Testatrix and witnesses, respectively, whose names are signed to the foregoing or attached instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as and for her Last Will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. atrix orm. ^n rews W ss , Witness 4 Subscribed, sworn to and acknowledged before me by Betty L. McCauslin, the Testatrix, and subscribed to and sworn or affirmed to before me by TAYLOR P. ANDREWS and P~ ~"~le-~ ~. ~/C~.,Y~' , witnesses, this 3(] day of ~9~_la.~.~,]~e.r- , 1998. SHELLY D. SEXTON, NOTA, R¥ pUBUC I ~. ,~,~. ~._:(SEAL) LISLE BORO CUMBERLAND CouNTY / CkR ' RtL 26 1999 MMISSIObl EXPIRES ,AP., . BETTY L. MCCAUSLIN ANDREWS & JOHNSON A~-FORNL~YS AT LAW TAYLOR P. ANDREWS RONALD E. JOHNSON 78 WEST POMFRET STREET CARLISLE, PENNSYLVANIA 17013 TELEPHONE (717) 243-0123 CERTIFICATION OF NOTICE UNDER RULES 5.6(a) Name of Decedent: Date of Death: Will No: Betty L. McCauslin April 20, 2003 21-03-0378 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on May 6, 2003' Terry W. McCauslin 1931 Sterretts Gap Avenue Carlisle, PA 17013 Dennis McCauslin 4612 Harwich Road Harrisburg, PA 17109 Notice has now been given to all persons Date: May 6, 2003 ent~tle~xcept:p. No exceptions. Andrews, Esquire 78 West Pomfret Street Carlisle, PA 17013 Phone: 717-243-0123 Capacity: Counsel for personal representatives TAYLOR P. ANDREWS RONALD E. JOHNSON ANDREWS & JOHNSON Attorneys at Law 78 West Pomfret Street Carlisle, PA 17013-3216 March 17, 2004 Telephone (717) 243-0123 Telefax (717) 243-0061 Honorable Glenda Famer Strasbaugh Register of Wills Cumberland County Courthouse Carlisle, PA 17013 Inheritance tax for Betty L. McCauslin Estate File No: 21-03-0378 Dear Glenda: I was surprised to recently receive a Dunning Notice from the Department of Revenue for inheritance taxes claimed due from the Betty McCauslin estate. I was directed in this Notice to make payment to Your office. I enclose a photocopy of an official receipt received from your office when we made payment of this tax on June 30, 2003. Since payment was made within 90 days the estate was entitled to a 5% discount. When this is applied to the amount on the receipt it covers the entire amount of tax shown due on the Dunning Notice. I ask that you research your office records and reconcile this matter with the Department of Revenue. Please let me know the results of your investigation. TPA:ss Enclosure cc: Bureau of Individual Taxes Inheritance Tax Division Dept. 280601 Harrisburg, PA 17128-0601 Very ~ /f P. Andrews, Esq. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002750 ANDREWS TAYLOR P ESQUIRE 78 W POMFRET STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 162-22-2157 ° FILE NUMBER: 2103-0378 DECEDENT NAME: MCCAUSLIN BETTY L DATE OF PAYMENT: 06/30/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/20/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,060.27 TOTAL AMOUNT PAID: $5/060.27 REMARKS: TERRY W MCCAUSLIN C/O TAYLOR P ANDREWS ESQUIRE SEAL CHECK# 109 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS TAXPAYER BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DTVZSZON DEPT. Z60601 HARRISBURg., PA 171Z8-0601 COHHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DUNNING NOTICE ATTN: POST ASSESSMENT REVIEW UNIT REV-],G~O AFP PHONE (7173 787-6505 TOD# 1-800-447-3020 (SERVICE FOR TAXPAYERS WITH SPECIAL HEARING AND SPEAKING NEEDS). NOTICE DATE 05-05-2004 TAYLOR P ANDREWS ESQ ANDREWS & JOHNSON 78 W POMFRET ST CARLISLE PA 17013 ESTATE OF MCCAUSLIN BETTY L FILE NO/SSN 21 03-0378 COUNTY CUMBERLAND DATE OF ASSESSMENT 08-04-2003 ACN 101 OUR RECORDS INDICATE A DELINQUENT INHERITANCE TAX LIABILITY FOR THE ABOVE ESTATE. OUTLINED BELOW IS A SUMMARY OF OUR RECORDS. ADDITIONAL INTEREST IS CALCULATED AND INCLUDED IN THE BALANCE TO FIFTEEN (153 DAYS FROM THE DATE OF THIS NOTICE. TAX INTEREST CREDIT BALANCE 5,326.60 36.91 .00 5,363.51 ADDITIONAL INTEREST- ADD PER DAY FROM 03-23-2004 TO AVOID ADDITIONAL COSTS AND INTEREST, THE ABOVE AMOUNT DUE MUST BE PAID WITHIN 15 DAYS FROM THE DATE OF THIS NOTICE. PLEASE DETACH AND RETURN THE LOWER PORTION WITH YOUR PAYMENT TO THE REGISTER OF WILLS OF THE COUNTY INDICATED. MAKE CHECK OR MONEY ORDER PAYABLE TO 'REGISTER OF WILLS, AGENT'. IF THE ABOVE BALANCE DUE HAS BEEN PAID RECENTLY, PLEASE DISREGARD THIS NOTICE. PLEASE RETURN THIS PORTION WITH YOUR PAYMENT TO THE REGISTER OF WILLS LISTED BELOW ESTATE OF MCCAUSLIN BETTY L FILE NO/SSN 21 03-0378 COUNTY CUMBERLAND DATE OF ASSESSMENT 08-0q-2003 ACN 101 REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 Glenda Farner Strasbaugh Register of Wills & Clerk of the Orphans' Court Marjorie A. Wevodau First Deputy Kirk S. Sohonage, Esquire Solicitor OFFICES OF One Courthouse Square Carlisle, Pa. 17013 (717) 240-6345 FAX (717) 240-7797 t gi ter o[Cl rk at ®rp an ' Caurt March 19, 2004 Taylor P. Andrews, Esquire Andrews & Johnson 78 West Pomfret Street Carlisle, PA 17013-3216 IN RE: Estate of Betty L. McCauslin File No. 21-03-0378 Dear Mr. Andrews: Your letter of March 17, 2004 was received today regarding the Dunning Notice that you received on the above estate. The Department of Revenue was contacted regarding the payment we received on June 30, 2003 in the amount of $ 5,060.27. You should be receiving a notice soon that the tax is paid and that the estate has a zero balance due. Thank you for bringing this to my attention. IfI can be of any further assistance, please feel fi:ee to contact me. Respectfully, Glenda Famer Strasbaugh Register of Wills and Clerk of the Orphans' Court GFS :maw COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISE~URG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002750 ANDREWS TAYLOR P ESQUIRE 78 W POMFRET STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 162-22-2157 FILE NUMBER: 2103-0378 DECEDENT NAME: MCCAUSLIN BETTY L DATE OF PAYMENT: 06/30/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/20/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $5,060.27 TOTAL AMOUNT PAID: $5,060.27 REMARKS: TERRYWMCCAUSLIN C/O TAYLOR P ANDREWS ESQUIRE SEAL CHECK# 109 INITIALS: SK RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA REV-1500 DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST AND MIDDLE INITIAL) McCauslin, Betty L. DATE OF DEATH (MM-DD-YY) IDATE OF BIRTH (MM-DD-YY) 4/20/2003I 12/23/1927 u.I I..- Z ILl Z o 12_ r~ o o Z Z X I- OFFICIAL USE ONLY FILE NUMBER 21- 03- 0378 COUNTY CODE YEAR SOCIAL SECURITY NUMBER 162-22-2157 NUMBER THIS MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME SOCIAL SECURITY NUMBER X--'] 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return ~J 4. Limited Estate [] 4a. Future interest Compromise [] 5. Fed. Est. Tax Return Req'd ~ 6. Decedent Died Testate [] 7. Decedent had Living Trust 0__ 8. Total number of SDB's 9. Lit'g'tion Proceeds Rec'd F'] 10. Spousal Poverty Credit ~ 11. Election to tax w/Sec. 9113(A) NAME: COMPLETE MAILING ADDRESS: Taylor P. Andrews, Esquire FIRM NAME: Andrews & Johnson TELEPHONE NUMBER 717 243-0123 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3.Closely Held Corporation, Partnership or Sole-Prop. (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Misc. Personal Prop.(Sch. E) (5) §. Jointly Owned Property (Schedule F) (6) r~ Separate Billing Requested 7. Inter-Vivos Transfers & Misc. Non-Propate Prop. (7) 8. Total Gross Assets (total lines 1-7) 9. Funeral Expenses & Administration Costs (Sch H) (9) 10. Debts of Decedent, Mortgage liabilities, & Liens (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 14. Net Value Subject to Tax (Line 12 minus Line 13) Taylor P. Andrews Andrews & Johnson 78 W. Pomfret St. Carlisle, PA 17013 $o.0F ' $0.00~ $0.00: $131,372.80 $0.00 ':.:~ $131,372.80 (8) OFFIO~L USE.ONLY $12,858.46 $145.35 (11) $13,003.81 (12) $118,368.99 (13) (14) $118,368.99 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amnt of Line 14 taxable at the spousal 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 x.0._ (15) $0.00 $118,369 x.045 (16) $5,326.60 $0 x.12 (17) $0.00 $0 x.15 (18) $0.00 19. Tax Due (19) $5,326.60 20 [] CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT 4-C MeI-Ron Court Decedent's Complete Address: EET ADDRESS Carlisle PA Tax Payments and Credits: 17013 STATE 1. Tax Due 2. Credits/Payments (1) $5,326.60 A. Spousal Poverty Credit B. Prior Payments C. Discounts $266.33 Total Credits (A+B+C) (2) $266.33 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Pentalty (D+E) (3) $0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) 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. (5) $5,060.27 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) $5,060.27 iiiiiiiiiii!i~i! 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: ~ p~ b. retain the nght to designate who shall use the property transerred or its income: r----J ~ c. retain a reversionary interest: or r-~ p~ d. retain the promise for life of either payments or care? r-'--] p~ 2. if death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate cons deration? ~ [~ 3. Did decedent own an "in trust for'' or payable upon death bank account or secudty at his or her death? ~ ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary disignation? r'~ p~ 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 th s 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~sentative is based on all information of which re arer has an knowled e. SIGNA.~RE OF PERSON RESPONSIBLE FOR FILING RETUli~ l~Sterr~s Gap. A,~., Carlisle, PA 17013 ~ S 'GNAT,~~~ATIVE , · 78 W. Pomfret St., Carlisle, PA 17013 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% [72P.S. Sec. 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. Sec. 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 deseased 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. Sec. 9116(a)(1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiar es is 4.5% except as noted in 72 P.S. Sec. 9116(1.2) [72 P.S. Sec.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. Sec.g116(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. ESTATE OF SCHEDULE E CASH, BANK DEPOSITS AND MISCELLANIOUS PERSONAL PROPERTY McCauslin Be~.~y__L. (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) ITEM FILE NUMBER 21-03-0378 DESCRIPTION NUMBER VALUE AT DATE OF DEATH 1 2 3 1992 Mercury Cougar LS approx 40.000 miles Misc furnishings Accounts at Members' 1 st FCU: Regular savings 17760-00 Investment savings 17761-05 Checking 17761-11 Certificate of Deposit 17761-40 Accounts at Waypoint Bank Checking 1900020388 Savings 1970008035 Harmony Hall Associates - security deposit $2,840 $500 $81 $39,729 $3,027 $80,094 $4,302 $150 $650.00 TOTAL (also on line 5, Recapitulation) $131,372.80 Kelley Blue Book Used Car Values 'The 'T~ed Blue Book Private Party Report Pennsylvania · June 11,2003 1992 Mercury Cougar LS Coupe 2D Engine: V6 3.8 Liter Trans: Automatic Drive: Rear Wheel Drive Mileage: 40,000 Equipment Air Conditioning Power Steering Power Windows Power Door Locks Free Lemon Check Auto Loans from 3.89% APR Insurance Quote Warranty Quote _Payment Calculator Print "For Sale" Sign Find this car on eBay Motors Tilt Wheel Power Seat Cruise Control Moon Roof AM/FM Stereo Cassette Consumer Rated Condition: Good "Good" condition means that the vehicle is free of any major defects. The paint, body and interior have only minor (if any) blemishes, and there are no major mechanical problems. In states where rust is a problem, this should be very minimal, and a deduction should be made to correct it. The tires match and have substantial tread wear left, A clean title history. A "good" vehicle will need some reconditioning to be sold at retail; however major reconditioning should be deducted from the value. Most recent model cars owned by consumers fall into this category, Private Party Value $2,840 Private Party value represents what you might expect to pay for a used car when purchasing from a private party. It may also represent the value you might expect to receive when selling your own used car to another private party. Get a Used Car Retail Valu. Get Invoice & MSRP on New Carq Get a Person to Person Auto Loan Page 1 of 2 FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 Louise Drive P. O. Box 40 Mechanicsburg, PA 17055 1-800-283-2328 or (717) 697-1161 REGULAR SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner INVESTMENT SAVINGS ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CHECKING ACCOUNT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner CERTIFICATE OF DEPOSIT: Account Number/Suffix Date Account Established Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner 17761-00 01/05/1968 $80.92 $.06 $80.98 None 17761-05 07/07/1997 $39,695.92 $33.21 $39,729.13 None 17761-11 09/12/1995 $3,026.55 $.50 $3,027.05 None 17761-40 1YR 07/07/1997 $79,976.92 $116.99 $80,093.91 None ~BERS I~.~/~EDIT UNION Insurance Supervisor May 7,2003 Estate of: BETTY L. MCCAUSLIN Date of Death: April 20, 2003 Social Security Number: 162-22-2157 LOOK ~:OR US. W~'LL G~T YOU THERE. 05/13/2003 ANDREWS & JOHNSON 78 W POMFRET ST CARLISLE PA 17013 The information which you requested on the account(s) of BETTY MCCAUSLIN (Social Security Number 162-22-2157) is/are as follows: Account Number 1900020388 1970008035 Class of Account CHECKING SAVINGS Date Opened 07/01/97 10/21/98 Principal Balance 4301.63 150.00 Accrued Interest .09 .01 Balance at Date of 4301.72 150.01 Death Account Ownership SOLE SOLE Name of Joint Owner, if any Date Ownership Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established Additional Information Requested Sin, c/~rely, . KATHY YoOUN~J SENIOR SERVICES REP. P.O. Box 171 I, HARRISBURG. PENNSYLVANIA 17105-1711 Toll Free I-1~66-WAYPOINT (I-E~66-9;~9-7646) · IN YORK ARr=A 717/Eil5-4500 · www. wagpointbank.com ESTATE OF SCHEDULE H FUNERAL EXPENSES, ADMINISTRATIVE COSTS AND MISCELLANEOUS EXPENSES McCauslin~ Betty L. (All property jointly-owned with Right of Survivorship must be disclosed on Schedule F) FILE NUMBER 21-03-03 78 1 2 3 4 5 6 7 8 9 10 II ITEM DESCRIPTION NUMBER Funeral Expenses: Myers Funeral Home Gingrich Memorials Administrative Costs: Personal Representive Commissions Social Security Number of Personal Representative: Attorney fees to Andrews & Johnson Family Exemption Claimant Relationship: Address of Claimant at decedent's death: Street: City: Probate Fees to Register of Wills Miscellaneous Expenses: Harmony Hall Associates- post-death rent PP&L PP&L Register of Wills - probate fees State & Zip AMOUNT $8,855.00 $100.00 $3,000.00 $710.00 $27.27 $11.19 $155.00 TOTAL (also on line 9, Recapitulation) $12,858.46 ESTATE OF SCHEDI E I DEBTS OF DECEDENT MORTGAGE LIABILITIES AND LIENS FILE NUMBER McCauslin~ Betty L. 21-03-0378 ITEM DESCRIPTION NUMBER AMOUNT 1 Brokie Pharmtech - medical bill $87 2 Carlisle Pathology $58 TOTAL (also on line 10, Recapitulation) $145 SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER McCauslin~ Betty L. ..~ 1. -uo -uo / ~ fi'EM ~',IAM~ AND ADDRESS OF BENEFICIARY RELATIONSHIP AMOUNT OR SHARE NUMBER OF ESTATE 1 Terry W. McCauslin, 1931 Sterretts Gap Ave. Step-son personalty + 3/4 of Carlisle, PA 17013 residue 2 Dennis McCauslin, 4612 Harwich Rd. Step-son 1/4 of residue Harrisburg, PA 17109 ITEM NAME AND ADDRESS OF BENt~IqCIARY AMOUNT OR SHARE NUMBER OF ESTATE B. Charitable and Governmental Bequests: TOTAL CHARITABLE AND GOVERNMENTAL BEQUESTS (also enter on line 13, Recapitulation) $0 LAST WILL AND TESTAMENT OF BETTY L. MCCAUSLIN I, BETTY L. MCCAULSIN, of North Middleton Township, Cumberland County, Pennsylvania, declare this to be my Last Will and Testament and revoke any and all wills and codicils heretofore made by me. ITEM I: My personal representative shall pay from the residue of my estate the expenses of my last illness, funeral and burial debts duly allowed again~qt my estate, and all death taxes (Penn,qylvania inheritance tax and federal estate tax) occasioned by my death and incurred with respect to all property taxed to my estate regardless of whether such property passes by this Will or passes outside of this Will. ITEM H: I bequeath those articles of my automobiles, personal effects, household goods, and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, if any, as set forth in a separate memorandum which I shall place with my Will to the persons therein designated. If I shall leave no separate memorandum, or with regard to my automobiles, personal effects, household goods, and other tangible personalty of like nature (not including cash or securities) not referenced by such memorandum, I bequeath such property to my step-son TERRY W. MCCAULSIN. 2 ITEM III: I devise and bequeath the residue of my estate, of every nature and wherever situate, as follows: A) Three-Fourths (3/4) to my step-son, TERRY W. MCCAULSIN. B) The remaining residue to my step-son, DENNIS MCCAULSIN. If DENNIS MCCAULSIN shall predecease me, I give and bequeath his share to his children in equal shares. ITEM IV: I appoint my step-son, TERRY W. MCCAULSIN, Executor of this my Last Will and Testamem. Should my step-son, TERRY W. MCCAULSIN, fail to qualify or cease to act as Executor, I appoint my step-son, DENNIS MCCAULSIN. of Harrisburg, Pennsylvania, as Executor of my estate. ITEM V: I direct that my Executor and his successors shall not be required to give bond for the faithful performance of his duties in this or any other jurisdiction. IN WITNESS WHEREOF, I, BETTY L'. MCCAUSLIN, have hereunto set my hand and seal to this my Last Will and Testament, consisting of two (2) typewritten pages, each of which bears my signature, this ~ O day of 10,o-,2 o_.-,.,, ~, o._ ~-, 1998. Betty L/~VIcCauslin, Testatrix (SE L) Signed, sealed, published and declared by the above-named Testatrix, Betty L. McCauslin,_as and for her LasJ--kVill and Testament, in the presence of us, who, at her request, ~/(~e~ sight~L~and pr~nc~, and in the sight and presence of each other, have hereunto subscr?~_ou~mes ~ ?neffses. . COMMONWEALTH OF PENNSYLVANIA ) : SS. COUNTY OF CUMBERLAND ) WE, Betty L. McCauslin, TAYLOR P. ANDREWS, and ]~r(T~ ~,'~ / ~Z~'~, the Testatrix and wimesses, respectively, whose names are signed to the foregoing or attached instrument, being fa'st duly sworn, do hereby declare to the undersigned authority that the Testatrix signed and executed the instrument as and for her Last Will and Testament and that she signed willingly and that she executed as her free and voluntary act for the purposes therein expressed, and that each of the wimesses, in the presence and hearing of the Testatrix, signed the Will as witnesses and that to the best of their knowledge the Testatrix was at the time eighteen (18) or more years of age, Of sound mind and under no constraint or undue influence. Witness 4 Subscribed, sworn to and acknowledged before me by Betty L. McCauslin, the Testatrix, and subscribed to and sworn or aff'u'med to before me by TAYLOR P. ANDREWS and 9~ ~'?fe.~. ~/, /~j~o.~ , wimesses, this ~ day of _l~E~_l~.~.loet~- , 1998. Notary P~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVZS/ON DEPT. ZSD601 HARRTSBURG, PA 171Z8-0601 TAYLOR P ANDREWS ESQ ANDREWS & JOHNSON 78 W POHFRET ST CARLISLE CONHONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOT/CE OF /NHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX PA 17015 DATE ESTATE OF MCCAUSLIN DATE OF DEATH Oq-ZO-ZO0:5 *~'":~FILE NUHBER Z1 0:5-0:578 COUNTY CUHBERLAND ACH 101 Amount Rolittad REV-I$~i7 EX AFP (01-Bm) BETTY L HAKE CHECK PAYABLE AND REMIT PAYHENT TO: REGISTER OF WTLLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 1701:5 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HCCAUSLIN BETTY L FILE NO. 21 0:5-0:578 ACN 101 DATE 08-11-200:5 TAX RETURN NAS: { X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Rmel Estate (Schedule A) (1) 2. Stocks and Bonde (Schedule B) $. Closely Hlld Stock/PartnershLp Interest (Schedule C) ($) q. Mortgages/Notes Receivable (Schedule D) (q) $. Cash/Bank Deposits/Misc. Personal Propor~y (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Aeelte APPROVED DEDUCTIONS AND EXEHPTIONS: 9. Funeral Exponses/Adl. Costs/Misc. Expanses (Schedulo H) (9) 10. Debts/Mortgage Liebilitims/Liens (Schedule ~) (10) 11. Total DmductLons 12. Nmt Value of Tax Return 1:51~:57Z.80 .00 .00 NOTE: To insure proper .00 crodi* to your account, .00 submit the upper port/on .00 of this form wi/th your tax payment. .00 (8) 12,858.q6 1~5.35 13. lq. NOTE: ASSESSHENT OF TAX: 15. Amount of L/ne lq at Spousal rate 16. Amount of Line lq taxable at Lineal/Class A rate 17. Amount of L/ne lfi at Sibling rate 18. Amount of Line lq taxable at Collateral/Class B rata (15) .00 x O0 = .00 (16) 118,:569.00 x 0~5 = 5,$26.60 (17) .00 x 12 = .00 (18) .00 x 15 = .00 (19)= 5,$Z6.60 19. Principal Tax Due TAX CREDITS: PAYHFNT RECETpT DATE NUMBER UZ$CUUNT INTEREST/PEN PAID (-) PAYMENT MUST BE MADE BY 01-ZOiZOOq~. IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULAT/ON OF ADDITIONAL INTEREST. AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE .00 5,326.60 .00 5, :526.60 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CREDTT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR ZNSTRUCT[ONS.) Charitable/Governmental Bequests; NOnlalected 9115 Trusts (Schedule J) (15) . O0 Nat Value of Estate Subject to Tax (1~) 118,:568.99 If an assessment was lssued previously, llnes 1~, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. (11) 1~.00~.8! (la), 118,:568.99 RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: 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 after the expiration of any estate for life or for years, the Commoneealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes et the lawful Class B (collateral) rate on any such future interest. To ~ulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (72 P.S. Section 91q0). Detach the top portion of this Notice and submit with your payment to the ReRister of Hills printed on the reverse side. --Make check or money order payable to: REGISTER OF HILLS, AGENT A refund of e tax credit, ehich ems not requested on tho Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-Ii13). Applications are available at the Office of the Register of Hills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-gOSO; services for taxpayers eith special hearing and / or speaking needs: 1-800-447-30Z0 (TT only)o Any party in interest not satisfied eith the appraisement, eliDe.nc., or diselloeance of deductions, or assessment of tax (including discount or interest) as sheen on this Notice must object within sixty (60) days cf receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. gB10Z1, Harrisburg, PA 171ze-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 on this assessment should be addressed in wrlting to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Ravia. Unit, Dept. 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-1501) for an explanation of administratively correctable errors. If any tax due is paid eithin three (3) calendar months after the dec.dent's death, a five percent (SZ) discount of the tax paid is elloeed. The lSg tax amnesty non-participation penalty is computed on the total cf the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of tho tax amnesty period. This non-participation penalty is appealable in tho same manner and in the the same tiaa period as you would appeal the tax end interest that has been assessed as indicated on this notice. Interest is charged beginning eith first day of delinquency, or nine (9) months and one (1) day from tho date of death, to the date of payment. Taxes ehich became delinquent before January 1, 198Z bear interest at tho rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which w111 vary from calendar year to calendar year with that rate announced by tho PA Department of Revenue. The applicable interest rates for 1982 through 2003 are: /nterest Daily Interest Daily /ntarest Daily Year Rate Factor Year Rate Factor Year Rate Factor 198Z 20Z .000548 1987 9Z .OOOZ¢7 1999 7Z .00019Z 1983 16Z .000438 1988-1991 XZZ .DOg301 2000 8Z .OOOZZ9 1984 11X .000301 199Z 9Z .000247 2001 9Z .000247 1985 132 .000356 1993-1994 72 .OOO19Z ZOOZ 6Z .000164 1986 IOZ .000274 1995-1998 9Z .000247 2003 5Z .000137 --Interest is calculated as folio.s: INTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on tho Notice, additional interest eust be calculated. BUREAU OF ZNDZVZDUAL TAXES ZNHERTTANCE TAX DZVZSION DEPT. 280601 HARRISBURG, PA 17128-0601 COMMONNEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT REV-I~O? EX AFP C01-03) '04 ~PR 14 IN9:49 TAYLOR P ANDRENS ESQ ANDRENS & JOHNSON 78 N POHFRET ST CARLISLE PA DATE O$-Z9-ZO0~ ESTATE OF MCCAUSLIN DATE OF DEATH O~-ZO-ZO05 FZLE NUMDER 21 03-0378 COUNTY CUMBERLAND ACN 101 Amoun'l: Rem.J.'~'l:ed BETTY L HAKE CHECK PAYABLE AND REMZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure proper credi~ ~o your account:, submi~ ~he upper portion of ~his fore wi~ch your ~ax peyeen~:. CUT ALONG THzS LTNE ~ RETA'rN LONER PORT'rON FOR YOUR RECORDS REV-1607 EX AFP (01-03) ##N 'rNHER'rTANCE TAX STATEMENT OF ACCOUNT ESTATE OF MCCAUSLIN BETTY L F'rLE NO. Z1 03-0378 ACN 101 DATE 03-29-200q TH/S STATEMENT TS PROVTDED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACH TN THE NAMED ESTATE. SHOWN BELOW TS A SUMMARY OF THE PRTNC/PAL TAX DUE, APPL/CATTON OF ALL PAYMENTS, THE CURRENT BALANCE, AND., TF APPL/CABLE, A PROJECTED /NTEREST F/GURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 08-11-Z003 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 5,326.60 PAYHENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 06-30-2003 CD002750 266.35 5,060.27 ZF PAZD AFTER THZS DATE, SEE REVERSE S/DE FOR CALCULATZON OF ADD/TZONAL ZNTEREST. ( ZF TOTAL DUE 1S LESS THAN $1, NO PAYHENT ZS REQUZRED. ZF TOTAL DUE 1S REFLECTED AS A "CREDZT" (CR), TOTAL TAX CRED?T 5,326.60 BALANCE OF TAX DUE .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 YOU NAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS. } PAYHENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: RESISTER OF #ILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, ehich ems not requested on the Tax Return, may be requested by completing an -Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available et the Office of the Register of Nills, any of the Z$ Revenue District Offices or from the Depar~ent's iq-hour answering service for forms ordering: 1-800-$6Z-ZO50; services for taxpayers aith special hearing and / or speaking needs: 1-800-qqT-3OZO (TT only). REPLY TO: Questions regarding errors contained on this notice shouId be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. gB060I, Harrisburg, PA IT1gB-060I, phone (717) 787-650S. DZSCOUNT: If any tax due is pard within three (5) calendar months after the decedent's death, a five percent (Si) discount of the tax paid ts allowed. PENALTY: The 1Si tax amnesty non-participation penalty ts computed on the total of the tax and interest assessed, and not paid before January Ia, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day cf deIinquency, or nine (9) months and one (I) day from the date of death, to the date of payment. Taxes ehich became delinquent before January l, 198Z bear interest at the rate of six (6Z) percent per annum caIculated at a daily rate of .OOgi6q. Ail taxes which became deIinquent on and after January l, I982 wiI1 bear interest at a rate which wil! vary from calendar year to caIendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for I98Z through ZO0~ are: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 198Z 20Z .0005~8 1988-1991 1XZ .O0050I ZOOI 1983 X6Z .000q~8 1992 9g .O00Zq7 200Z 198~ llZ .000301 1993-199q 7Z .O0019Z ZO0~ 1985 1SI .000356 1995-1998 92 .0002~7 ZOOq 1986 lO[ .O00Z7q 1999 7Z .00019Z 1987 9Z .0002~7 ZOO0 8Z .000219 Interest DaiIy Rote Factor .O00gq7 .O0016q .000137 .O00lXO --Interest is calculated as follows: 'rNTEREST = BALANCE OF TAX UNPA'rD X NUNBER OF DAYS DELI'NQUENT X DAI'Ly 'rNTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the dote of the assessment. If payment ts made after the interest computation date shown on the Notice, additional interest must be calculated, Name of Decedent: Date of Death: File No. STATUS REPORT UNDER RULE 6.12 Betty L. McCauslin April 20, 2003 21-03-0378 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: ao Did the personal representative file a final account with the Court? Yes No X bo The separate Orphans' Court No. (if any) for the personal representative is: Did the personal representative state an account informally to the parties in interest? do Date: Yes X No Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~ ,2004 -3 Tay~. Andrews, Esq. 78 West Pomfret Street Carlisle, PA 17013 Phone: 717-243-0123 Capacity: Counsel for personal representative Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of WOLF, MARGARET M also knoWn as , Deceased No. 21 - 04- 00378 Date of Death 3/4/2004 Social Security No. 193-18-2618 GEORGE D. WOLF The Personal Representative(s) of the above Estate, deceased, verify that the items apPearingin the following Inventory include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904 relating to unswom falsification to authorities. Personal Representative I.D. No.: 20558 Signature: Address: P.O. Box 109 Lemoyne, PA 17043-0109 Telephone: 717/761-4540 Personal Property AIM Charter Fund Class B Signature: Address: 304 Deerfield R-6ad Telephone: 717-761-0568 __, 7,068.72 Lord Abbett Affiliated Fund Class A 22,269.91 Dryden Municipal Bond Fund HI IN Class B 48,337.90 Evergreen Select Adj. Rate Fund Class C 10,306.68 Lord Abbett BD Debenture FD Class B 9,735.88 Van Kampen (Merritt) American Capital TR - PA Municipal Quality Muni TR 11,078.87 Command Money Fund Class A 12,250.95 Command Bank Deposit Sweep 1,691.00 Total Personal Property $122,739.91 (Attach additional sheets if necessary) Total Personal Property and Real Estate $122,739.91 [ I REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT I OFFICIAL USE ONLY FILE NUMBER 21 COUNTY CODE COMMO.WE^LTH OF PE..S*LV~^ OER^RmE.T OF .EW.UE 0 4 0 03 7 8 DEPT. 280601 YEAR NUMBER HARRISBURG, PA 17128-0801 SOCIAL SECURITY NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) WOLF, MARGARET M 193-18-2618 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE 03/04/2004 12/09/1921 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOc;iAL SECURITY NUMBER WOLF, GEORGE D [] 1. OfiginalReturn [] 2, Supplemental Return [] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82) E] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach of Will) copy of Trust) [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) Edmund G. Myers FIRM NAME (If applicable) Johnson, Duffle, Stewart & Weidner TELEPHONE NUMBER 717/76!-4540 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) I I 3. nemalnoer Ketum toate or aeatn prior to 12-13-82) [] 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes [] 11.Election to tax under Sec. 9113(A) (Attach Sch O) COMPLETE MAILING ADDRESS P.O. Box 109 Lemoyne, PA 17043-0109 None 108,797.9~- None Non~ 13,941.95 None None OFFICIAL USE ONLY 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) 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'a~ sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due (11) (12) (13) (14) 122,739.91 122,739.91 122,739.91 122,739.91 x .00 (15) 0.00 x .045 (16) x .12 (17) x .15 (18) -(19) 0.00 20. [] Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: ISTREET ADDRESS 304 Deerfield Road Camp Hill ZIP 17011 I Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference, This is theOVERPAYMENT (4) Check box on Page t Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is theBALANCE DUE (SB) Make Check Payable to: REGISTER OF WILLS, AGENT 0.00 (1) 0.00 0.00 0.00 0.00 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 death2 ....... [] [] 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 decJare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, il is true, correct ~nd complete[oeclaration preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE GEO~~N ~:~ETU 304 Deerfie]d Road ~AAJT~/~ Camp Hill, PA 17011 SIGNATU SIBLE FOR FILl RN ADDRESS SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Edmund ( ADDRESS DATE P.O. Box 109 Lemoyne, PA 17043-0109 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 statutedoes not exemDt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WOLF, MARGARET M SCHEDULE B STOCKS&BONDS FILE NUMBER 21-04-00378 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER 1 - Ai~ Charter Fund Class B 2 3 4 5 6 DESCRIPTION UNIT VALUE Lord Abbett Affiliated Fund Class A Dryden Municipal Bond Fund HI IN Class B Evergreen Select Adj. Rate Fund Class C Lord Abbett BD Debenture FD Class B Van Kampen (Merritt) American Capital TR ~ PA Municipal Quality Muni TR 11.81 14.13 10.30 9.54 8.12 16.61 TOTAL (Also enter on line 2, Recapitulation) VALUE AT DATE OF DEATH 7,068.72 22,269.91 48,337.90 10,306.68 9,735.88 11,078.87 108,797.96 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WOLF, MARGARET M SCHEDULE E CASH, BANK DEPOSITS,& MISC. PERSONALPROPERTY FILE NUMBER 21-04-00378 Include the proceeds of litigation and the date the_ proceeds were received by the estate%Il property Jointly-owned with the right of survivorship must be disclosed on schedule ~-. ITEM NUMBER 1 DESCRIPTION Command Money Fund Class A Command Bank Deposit Sweep TOTAL (Also enter on Line 5, Recapitulation) VALUE AT DATE OF DEATH 12,250.95 1,691.00 13,941.95 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WOLF, MARGARET M Debts of decedent must be reported on Schedule I. ITEM NUMBER A. Bo DESCRIPTION FUNERAL EXPENSES: ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attomey's 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 Probate Fees State ~ Zip Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs FILE NUMBER 21 - 04 - 00378 AMOUNT TOTAL (Also enter on line 9, Recapitulation) REV-1513 EX+ (g-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WOLF, MARGARET M SCHEDULE J BENEFICIARIES FILE NUMBER 21 - 04 - 00378 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY RELATIONSHIP TO DECEDENT AMOUNT OR SHARE OF ESTATE TAXABLE DISTRIBUTIONS (include outright spousal distributions) George D. Wolf _ Do Not Ll~tTruttee(.) Spouse Il. !nter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheE NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II- ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEE Entire Estate LISTING OF EXHIBITS FOR EST`4 TE OF MARGARET M. WOLF EXHIBIT Last Will and Testament of Margaret 3/1. Wolf signed and dated on July 22, 2003. EXHIBIT B Valuation of Securities provided by Wachovia Securities LLC :224385 EXHIBIT A ill anb e tament OF MARGARET M. WOLF I, MARGARET M. WOLF, of Lower Allen Township, Cumberland County, Pennsylvania, being of sound and disposing mind, memory and understanding, do hereby make, publish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills or Codicils at any time heretofore made by me. ARTICLE I DEBTS I direct the payment of all my legal debts and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. ARTICLE II TANGIBLE PERSONAL PROPERTY I give and bequeath my motor vehicles(s), household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, umo my husband, GEORGE D. WOLF, provided he survives me by thirty (30) days. Should my husband, GEORGE D. WOLF, not be living on the thirty-first (31st) day following my death, I bequeath the same unto those of my children who are then living, to be divided among them in accord with their personal preferences in as nearly equal shares as practicable. ARTICLE HI REST, RESIDUE AND REMAINDER I give, devise and bequeath all the rest, residue and remainder of my Estate, of whatever nature and wherever situate, unto my husband, GEORGE D. WOLF, provided he survives me by thirty (30) days. If my husband, GEORGE D. WOLF, is not living on the thirty-first (31st) day following my death, I give, devise and bequeath all the rest, residue and reaminder of my Estate as follows: A. One-third (1/3) thereof unto my daughter, NANCY W. BERNARDINI; B. One-third (1/3) thereof unto my daughter, SUSAN W. D'ANNUNZIO; and C. One-third (1/3) thereof unto my daughter, LINDA W. KERSTETTER. ARTICLE IV UNIFORM TRANSFERS TO MINORS ACT In the event any beneficiary of my Will has not reached the age of twenty-five (25) years at the time for distribution of his or her share, distribution of said share may be made in the discretion of my Personal Representative after considering the age and needs of the beneficiary, either directly to the beneficiary or to a Custodian for such beneficiary until age twenty-five (25) under the Pennsylvania Uniform Transfers to Minors Act, 20 Pa. C.S.A § 5301 et seq., or the applicable Uniform Gifts to Minors Act or Uniform Transfers to Minors Act in the state of residence of such beneficiary as the case may be. My Personal Representative may designate as such Custodian any institution or person, including my Personal Representative, qualified to act as a Custodian for such beneficiary under such Act in effect at the time such distribution is made. A receipt for any 2 payment or distribution so made shall be a full discharge therefor to my Personal Representative, who shall not be responsible to see to, or be liable for, the application of such proceeds thereafter. ARTICLE V PERSONAL REPRESENTATIVE I name, constitute and appoint my husband, GEORGE D. WOLF, Executor of this my / Last Will and Testament. Should my husband, GEORGE D. WOLF, fail to qualify or cease toJ so act, I name, constitute and appoint my daughter, LINDA W. KERSTETTER, alternate I1,~ fail to Executrix to complete the administratiOn of my Estate, and if she should also qualify or cease to so act, I name, constitute and appoint my daughter, SUSAN W. D'ANNUNZIO, [) ,~/~,~',: alternate Executrix to complete the administration of my Estate. I direct that no fiduciary appointed herein shall be required to post bond for the faithful administration of the duties required in any jurisdiction. Testament, this ~Z~ay of ~ IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and 2003. MAR~ M.-~OI~F ''/ Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her reqUest, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses. AFFIDAVIT AND ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA : : SS COUNTY OF CUMBERLAND : We, MARGARET '~t~' ~~ ~ ~ {QOt~a ~ ~' ~ , ~ Testa~x ~d the wimesses, respec~vely, whose n~es ~e si~ed to t~ a~ached ~ foregoing ~ns~ent, being ~st duly sworn, do hereby declare to the ~dersi~ed autho~ty that the Testatrix si~ed ~d executed the ins~ent ~ her L~t Will ~d that sh~ had si~ed willingly ~d that she executed it ~ her flee ~d vol~t~ act for · e p~oses therein expressed, ~d that each of the wimesses, in the presence ~d he~g of ~e Testatrix, si~ed the Will as wi~ess ~d ~at to the best of ~s~er ~owledge the Tes~x w~ at that time ei~teen ye~s of age or older, of sold mind ~d ~der no co~aim or ~due influ~ce. M~TM. w6LF ' 'J Wimess ~ ' ~ Subscribed, sworn to and acknowledged before me by MARGARET M. WOLF, Testatrix, and subscribed and sworn to before me by and .I)[a0/.. ~0~0tY[~f~ , witnesses, this 2Ltd day ofv ~ , 2003. :215745 13357-1 Notary Public 4 Notarial ~ Lod A. Richard, Notary Public Lemoyne Boro, Cumberland County My C, ommi~ Expires Nov. 12, 2006 Member. Penns~a Association Of Notaries EXHIBIT B of Wachovia Securities Wachovia Securities, LLC 3 Lemoyne Drive Lemoyne, PA 17043 Post Office Box 7 Camp Hill, PA 17001 Tel 717 761-7344 Fax 717 975-8426 800 468-8685 May 24, 2004 WACHOVIA SECLTRX'.t'X~AS Law Offices Johnson, Duffle, Stewart & Weidner Attn: Dana K. Wieseman 301 Market Street PO Box 109 Lemoyne, PA 17043-0109 Estate of Margaret M. Wolf 044-286220-33 Date of Death: March 4, 2004 Dear Ms. Wieseman: Below is a list of securities and cash in Margaret Wolfs account on March 4, 2004. # Shares Description Price per share on Value 03/04/2004 598.537 Aim Charter FD CL B $ 11.81 1,576.073 Lord Abbett Affiliated FD CL A 14.13 4,693 Dryden Municipal Bond 1719 HI IN CL B 10.30 1,080.365 Evergreen Select Adj Rate FD CL C 9.54 1,199 Lord Abbett BD Debenture FD CL B 8.12 667 Van Kampen (Merritt) American Capital TR 16.61 PA Municipal Quality Muni TR 12250.95 Command Money FI) CL A 12,250.95 1691.00 Command Bank Deposit Sweep 1,691.00 Please feel free to call us should you need further clarification. Sincerely, · Collins, CFP First Vice President-Investments This report is not the official record ofyour account. The information contained hereto has been obtained from sources believed reliable, but not necessarily complete and cannot be guaranteed. Russell W. Collins, CFP®, CRPC First Vice President - Investments Vincent P. Cantelupe, MBA Financial Consultant Sue Collins Senior Registered Account Administrator Barbara Charles Account A¢lmir)is[rator