The URL can be used to link to this page

Home My WebLink About02-0392LAW OFFICES SnELBAkEr, BrENNEMaN & SParE FIRST AND FINAL ACCOUNT OF DOROTHY M. WILSON, EXECUTRIX OF THE ESTATE OF RICHARD L. WILSON, LATE OF UPPER ALLEN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA NO. 21-02-0392 DOROTHY M. WILSON, EXECUTRIX aforesaid and Accountant herein avers as follows: DATE OF DECEDENTS DEATH: DATE LETTERS TESTAMENTARY ISSUED: November 19, 2001 April 16, 2002 LETTERS TESTAMENTARY WERE ADVERTISED AS FOLLOWS: Cumberland Law Joumal: Patriot News: DATE OF RULE 5.6(A) CERTIFICATION: May 3, 7 and 10, 2002 April 30, May 7, 14, 2002 April 22, 2002 PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountant charges herself with receipt of the Decedent's personalty as follows: 1. Hartford Mutual Funds, Inc. stock fund, Class C, 65.23 shares 2. Montgomery County, PA Industrial Development Authority Reserve Bonds, $5,000 at .95301% 3. General Motors Acceptance Corp. Smartnotes, $8,000 at 1.~8% TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: $1,148.70 4,765.05 ._~ ~ ~ 8,247.50 $14,161.25 LAW OFFICES SNELBaKEr. BrENNEMaN & SPare PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for payment of the following items from Decedent's personalty principal account: Register of Wills, probate fees: Cumberland Law Journal - advertising fee: The Patriot News - advertising fee: Attorney's fees to Snelbaker, Brenneman & Spare, P. C. TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY - INCOME ACCOUNT DEBITS The Accountant charges herself with receipt of the following items of income from personalty: TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY - INCOME ACCOUNT CREDITS The Accountant claims credit for payment of the following items from personalty income: TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: -2- $ 67.00 75.00 102.67 581.25 $825.92 NONE NONE NONE NONE LAW OFFICES SNELBAKER, BRENNEMAN & SPARE REAL ESTATE - PRINCIPAL ACCOUNT DEBITS The Accountant charges herself with receipt of the following of Decedent's real estate: All that certain parcel of land improved with a residential dwelling located at 715 Edgewood Lane, Mechanicsburg, Upper Allen Township, Cumberland County, Pennsylvania TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountant claims credit for payment of the following items attributable to real estate principal: TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: REAL ESTATE - INCOME ACCOUNT DEBITS The Accountant charges herself with receipt of the following income received from Decedent's real estate: TOTAL, REAL ESTATE, INCOME ACCOUNT, DEBITS: -3- $155,950.00 $155,950.00 NONE NONE NONE NONE LAW O FFIC ~"S SNE/BAKER, BRENNEMAN ~: SPARE REAL ESTATE - INCOME ACCOUNT CREDITS The Accountant claims credit for payment of the following items from Decedent's Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: -4- NONE NONE LAW OFFICES SNELBakEr. brenNemaN & SPare RECAPITULATION I. PERSONALTY A. PRINCIPAL ACCOUNT Debits $14,161.25 Credits 825.92 Balance B. INCOME ACCOUNT Debits $ -0- Credits -0- Balance C. NET BALANCE OF PERSONALTY: II. REAL ESTATE A. PRINCIPAL ACCOUNT Debits $155,950.00 Credits -0- Balance B. INCOME ACCOUNT Debits -0- Credits -0- Balance C. NET BALANCE OF REAL ESTATE: III. NET BALANCE OF ESTATE FOR DISTRIBUTION: -5- $13,335.33 $155,950.00 -0- $13,335.33 $155,950.00 $169,285.33 SCHEDULE OF PROPOSED DISTRIBUTION DOROTHY M. WILSON, Executrix and Accountant, hereby proposes to distribute the balance of said Estate as follows: TO: Dorothy M. Wilson, pursuant to Item 2 of Decedent's Last Will and Testament: A. Cash (balance of investment accounts): $ 13,335.33 B. Real Estate in kind, located at 715 Edgewood Lane, Mechanicsburg, Pennsylvania: $155,950.00 TOTAL: $169,285.33 LAW OFFICES SNELBAKER, BrENNEMAN & SPARE l.AW OFFICES SNELBAKER, BRENNEMAN Be SPARE CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Richard L. Wilson Date of Death: November 19, 2001 Will No. 21-02-0392 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above-captioned estate on April 22, 2002. Name Address Dorothy M. Wilson 715 Edgewood Lane Mechanicsburg, P A 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: April 22, 2002 ~ Keith O. Brenneman, Esquire Snelbaker, Brenneman & Spare, P. C. 44 W. Main Street Mechanicsburg, PA 17055 (717) 697-8528 Counsel for Personal Representative r"'-~ 0<! '" >=' ''''I'''' J~ LAW OFFICES SNELBaKEr, BrENNEMAN & SPARE COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND ) SS. DOROTHY M. WILSON, being duly sworn according to law deposes and says: that she is the Executrix of the Estate of RICHARD L. WILSON, Deceased; that she is the Accountant herein; that the foregoing accounting is true and complete; that there are no unpaid claimants who have given notice to the said Executrix; that the foregoing Schedule of Proposed Distribution contains the names of all persons interested in said Estate as distributees; and that the facts set forth in the foregoing Account are true and correct to the best of her knowledge, information and belief. Sworn to and subscribed before me this _,c3'~ c~ day of March, 2004. Notary Public COMMONWEALTH OF PENNSYLVANIA Notarial Seal Susan L. Malrazi, Notary Public Mechanicsburg Bom, Cumberland County My Commission Expires Nov. 24, 2007 Member, Pennsylvania Association Of Nota~'ies · ' ' -~othy 19I. W[ls0-r~ II NO, 21-02-0392 IN. RE: ESTATE-OF ~>. RICHarD L. WILSON FIRST AND FINAL ACCOUNT { hereby certify that ~wtite~ ~,t:~.i~.:e ~ the filing of this ~ and of lt~ ~,~,, ~l;na and pteee when lbs earns wa be pzc~'~ed 1o ~ Court every unpaid ciekn~t and ~ every oth~ per:~o~ known to the accoum~nt to hav~ ~ claim en ~ek or next c~ ktn. PETITION FOR PROBATE and GRANT OF LETTERS Estate of Richard L. Wilson also known as N/A No. To: 21-02-392 Register of Wills for the Deceased. County of Cwnber land in the Social Security No. 196 -14 - 3 8 0 9 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 rix in the last will of the above decedent, dated ApT ill 4, :I 000 and codicil(s) dated N/A named 1<)8_ (state relevant circumstances. e.g. renunciation, death of executor I etc.) Decendent was domiciled at death in Cwnber land hi" last family or principal residence at 715 Edgewood FA 17055. UDDer Allen TownshiD (list street, number and muncipality) County, Pennsylvania, with Lane. Mechanic~hurq. Decendent, thep 75 years of age, died November 19. 2001 at HarrlsDurg Hosplta.L Except as follows, de~edent 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: N/A 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 estale in Pennsylvania situated as follows: ,19< $ unknown $ $ $ 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.D.c.l.a.) ~ -.r u " ~ ~3 ~ " o:~ "CO c'::: C'Il'= ~d:: -.r~ 50 .. " ~ iii orot 715 E ewood Lane Mechanicsburq. PA 17055 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA 1- ss COUNTY OF _ CTlMRF.RT.AND j The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent pelitioner(s) will wel and truly administer the estate according to law. Doroth M. Wilson '" 00' " '" ;: ~ ~ Sworn to or affirmed and subscribed { before me this 16th da,y of ~ril ~ 2002 ~yt7~hh~~'hlt~ /?-S?- ~ ~o. 21-02-392 Estate of Richard L. Wilson , Deceased DECREE OF PROBATE A~D GRA~T OF LETTERS AND NOW April 16 ,2002 >f~_, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, lT IS DECREED that the instrument(s) dated April 14, 200PJ described therein be admitted to probate and filed of record as the last will of Richard L. Wilson and Letters Testamentary are hereby granted to Dorothy M. Wilson 77~rl ~H~~,/b')/fkI.4..~'l sterof WiJls FEES Probate, Letters, Etc. ......... Short Certificates( ).......... ie!lfiftt.ll~tion ................ JCP $ 18.00 $ 3.00 $ 9.00 $ 5.00 TOTAL _ $ 35.00 ... .AP.~+~. .1.1i.. 7.QQ?............. ATTORNEY (Sup. Ct. I.D. No.) Keith O. Brenneman, Esquire '47077 44 W. Main Street. Mechanicsburg, PA ADDRESS 17055 Filed (717) 697-8528 PHONE ~~ ;..:'\. .; ::-;- d "'-' '= "i:J :::t:' G"> './M\ 1=) L".; ,-.,1 - HIO'i,HIl'i REV'I/H(, This is to certify that the information here given is correcdy copied from an original certificate of death duly filed with me as Local ,Registrar. The original certificate will be forwarded to the State Vltal Records OfflCe for permanent' filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. No. rr/lllil"'''''~~h~~~~ \l\lllll~",\.\" Of PE,i----..._ l~~~~"\ Nii!!.- ~" !:: ~ .J!I,...., ,,' '?:~ i~,', ";", '\':e~ ~S~l(~: ,':;;:~ \* - .' _~. .~i*~ ".:::! ..",,-' /;.,i \..~ . /:....~l' '__"11". .../.....'<-'i'," --~,~_./" fNl \\.... 1/,,11' ~~'~~"/##IIJ/I ~~;p kvAp't ~ Local Registrar Fec for this certifIcate, $2.00 P 7802374 1(17LUUJiU.- d&:, ;;1-00/ Date 21-02-392 H,O,"3Re_2i81 COMMONWEALTH OF PENNSYLVANIA. DEPARTMENT OF HEAL.TH . VITAL RECORDS CERTIFICATE OF DEATH TYf'E./PR'NT '" PER"'ANlNT OU.CKI"K . COUlolfYOl'OEAfI-l 75 v,. Richard L. Wilson lJHDlI'R'Oh -to,lln--;".. ~ SE. 5Wl f'.E ",u_EA SQCIAI. SECURITV NUo,IBEA NAMEO'DECEOEI'ITlf~.. ...<l<lf8.l....' Male ~. 196 - 14 - '1. .7.001 AGE ,I a.. 1l.IM.yj uNOERI YV-A _... o.p BlATllPv.cf'C,,,,.nd I'lACEo/,OI;AfHIO""'."...'...--"""n'''..'''....on'-''''e<_1 ~",,,,-,'c'~'lI''''Ol''''''1 t<OSPii-AL --" Clearwater, Florida 1"1'0"_ [j , h f.,..CILfl"fNIoMEIU"'""'..,I..'.on.g"....'..,""a~, .. Dauphin Harrisburg Harrisburg Hospital White ,. FRNER'SNAME(h",M"'clJ..L."j 171>.Co"'''Y Pennsvlvania _ Did - ~.. Cumberland ~1 IT''.o ::..,-:";::,,,, 1ol0THEA'SNA""'iF,",_,M_s..,__1 l' Catherine C. Hinnenkamp I..FOflMANf"S__INGAOORESSlSo'_.CoIy{Town, SWI'.l;pC_ 715 Ed ewaad lane Mechaoicsbur ,Pa, 17055 P\J\(;EOFPISPOSfTIOI'I._olC_...,.C'..........., LOCArKll'il'C",,~,SI.I'.,.r..eoo. otOlNoPle<. Mechanicsburg Cemetery MAAITALSTRUS._ """.. Men*,. ""-. --... ,.. Married l1c.Oi "..".deo:__.. Ilpper AllAn SURVIVINGSPOuSf 1"_.90""""''''''''.' OECEOENT'SUSUALOCC\.lPRIOtl l~t.:,,~~:..a;::,::,-;:&:.f.' Bricklayer KII'ID0l'8USINESSilNOUSTRY Construction Dorothy M. Wert DECEDENT'S ACTUAL 715 Edgewood Lane RESIDENCE Mechanicsburg, Pennsylvania 1705 s....""''':''~"''''" n..s.." - '"- '.. INFOA......,.T.SNA'.41,(1yP8'P'....'1 Lee E. Wilson Dorothy M. Wilson l1C. 2111. Mechanicsburg, Pennsylvania 1iM15 .. o u ~ o 1 R.m<w..tr_s,.,.[] ELICENSEEOfl.PE / NAME.o.NOAOOflESSOfFACILITY FD 012662-L 'h M ers Funeral Home Inc. 37 East Main Street MechanicsburQ Pa 170fi5 LICENSfNUMBER OAlESlGN(O "'-0 0 ~313"1... l"'OOII'I,o..y,"-"<I :nto. 2:1<. r\.-\'I, G... _5 CASE REFERflED TO MEDiCAl. EX,AMINEfl/COROHEA? _ 0 NoS---- ('-...,\f)- uNcdfOEADI"'''''lh,Dav,Y@O,j .. C"r6:o;..... Ar..-p~ ~OUlilO(OAASAcoNSEo..JE-;;aoi.)---'----- . "',<<"",kd...--,::j~ ! ------r---OUElOlORASACO..i~otfNCEOf) : ~~~~ASb6~~OU[N~&l\-;~ "~~- WEA" AUlOPSY fl>lOlNGS MA"NE A OF D.EATH AlAlLABLEPRlORlO C()A,IPLETION~CAUSE OfDEATI'11 H. '''A>to..f'\Al. '-- :__olIooll> , i PARfII, Ol""'.'Il"..-oc....r:oOOiIoo""oan"Ou/onoa'a<loalh,buI ""'......"G"'"..._~cauoalll"'.....P>i<flT1 { ~ 8- ~ ~. ,~ 0, ~ ';) ~I 0,1,21. n:-.....Afl; En'.'I~.d.........'nl.."..".<Omj>Io:",.,..,...h"'hca"'a4I!>Oa""hOtl""'a"""I""modoIcldv,;.g..,.o<~..o.,"'..oO<,.5p..'o'Y."e$l.j./'IoOko'lIlI.n'.....'. "'$l""...oOlo.....an.a<:lI.OI _....1 ~ L1 [] DATE OF IN./U'W tlo,lOOlll. D.v, loIatj , ---~+--_.- -L___. fIME~IN.JUl'lY IN.NRY'"l"WOflK? DESCRI8E HOW INJUflY(X;(;URfllD _.. o o C] v.. 0 ",,0 Aco""'.... Par>d<nuln....'lI"'OOO o ...... _n _ ..0 ~D ~. eo,;k1""''''.,.,.,m,,,.,g 2.... 2'" 29 CliRTIFlfA ,n.."""", '""'I .CElHIFYINGP+lYS'C'A..'po,'""'..."C""O)o""lc..~.."',""t""~."J"""'"""'......,,~..ll'''"a.."<'''',,..,''''''',..'''n,,'C;"''''"'''':11 T.._.,...al...yk"<".'-<l~,.......""'c..."od_.......u....(.j.ndm."n.'...'.."" 'IIEUICAL EXAM1~ERlCOftONEA o..",.I>..I~..l U.",i....l..n ancllCll inn.llg.lion.l" my opinion. <Inl" occ..".<i.1 'he II"'.. <1.1.. ~nd ploe.. .'><1 d...IO lh. e.....(.)."" .,.m....n....II.'1d .'''".~'''.:""""~.i1;/*=-=~_ Lt.III;).I' il I LJ ~~~9.~,~.~ ]~~~____k::.~~~~;L~:~:~~;:~'I'-- _.~~=- NA...E AND"'OORESS~ !'EASON WHQCQMPlEJfDCAUSE Of' OEAJIi (11..."27j Typol Of Pun' .--:SO~... CCl\.<(.Ic'\<'.,.... \) o rooAp\.r C.....r....\.. ~~ ]~. (,,_ \--10 '\. Pl\ 11-.. II-. OATEFK.ED{M""I~.Dav._" ,. NoVe>>,A",,e <JO. ).do I .f'FIO..0UNC1.....ANOCEAt"'YtoI<ll'li~'&ICtA.K\I"'""""...'''''''',..'."''),."c;''''",,,...'."'.l'..",~"l"'CO"'""'''"d~'' Joolw....'ol"'y.........dg..N.'nocc...."".'.....U_.d.'...n.."I.........II...1..'....c."...(.l.ndm.nn....oI~'... l.AW OFFICES SNELBAKER. BRENNE:MAN &. SPARE 21-02-392 LAST WILL AND TESTAMENT OF RICHARD L. WILSON I, RICHARD L. WILSON, of Upper 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 by me at any time heretofore made. 1. I direct that all my debts and funeral expenses be paid as soon as practical after my death by my Executrix or Executor, whichever the case may be, hereinafter named. I direct that all taxes that may be assessed as a consequence of my death shall be paid from my residuary estate as part of the expenses of the administration of my estate. 2. All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devi,e and bequeath to my wire, DOROTHY M. WILSON, her heirs and assigns, provided my said wife, DOROTHY M. WILSON, shall survive me by a period of sixty (60) days. 3. Should my said wife, DOROTHY M. WILSON, predecease me or fail to survive me by the aforesaid period of sixty (60) days, then in such event, I give all the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, as follows: A. I give my house located at 715 Edgewood Lane, Mechanicsburg, Pennsylvania, together with all of its contents, including, but not limited to, all furniture and furnishings, to my stepdaughter, LINDA K. KENNEDY; B. All the rest, residue and remainder of my estate I give as follows: 1. I give Forty-five percentum (45%) of my estate to my stepdaughter, LINDA K. KENNEDY; 2. I give Forty-five percentum (45%) of my estate to my stepson, RONALD D. BAILEY, subject to the trust provisions set forth in Paragraph 4, below; ~ l.AW OFFICES SNELBAKER. BRENNEMAN &. SPARE 3. I give Five percentum (5%) of my estate to my stepgrandson, SEAN P. KENNEDY; 4. I give Five percentum (5%) of my estate to my stepgranddaughter, SHANNON L. KENNEDY. In the event my said stepson, RONALD D. BAILEY should predecease me, I direct the share of my estate he would have received hereunder be given to my stepdaughter, LINDA K. KENNEDY. In the event my that my said stepdaughter, LINDA K. KENNEDY, should predecease me, I direct the share of my estate she would have otherwise received hereunder be given in equal shares to my stepgrandson and stepgranddaughter, SEAN P. KENNEDY and SHANNON L. KENNEDY, respectively. 4. In the event I should be survived by my stepson, RONALD D. BAILEY, I order and direct that the distributive portion of my Estate attributable to said stepson shall be paid over and delivered unto HARRIS SAVINGS BANK, or its successor by merger or other corporate reorganization, as my Testamentary Trustee, IN TRUST, NEVERTHELESS, to hold, manage, invest and reinvest for the use and benefit of said stepson upon the following terms and conditions: A. I authorize my said Trustee to pay only the income from the principal of the Trust to my stepson on a monthly basis for his lifetime. B. During the existence of the said Trust, I order and direct that my stepson shall be prohibited from pledging or assigning any assets in said Trust or from otherwise anticipating any distribution hereunder and that no creditor of my stepson shall have the right to levy upon, attach or otherwise obtain any assets in said Trust. C. Upon the death of my stepson, RONALD D. BAILEY, I order and direct that the principal and any accumulated income not paid to my stepson during his lifetime shall be distributed to my stepdaughter, LINDA K. KENNEDY, at which time the Trust shall terminate. In the event my said stepdaughter, LINDA K. KENNEDY, should predecease my stepson, RONALD D. BAILEY, I direct that the remaining balance of principal and accumulated income -2- be distributed in equal shares to my stepgrandson, SEAN P. KENNEDY and my step- granddaughter, SHANNON L. KENNEDY. 5. I hereby nominate, constitute and appoint my said wife, DOROTHY M. WILSON, as Executrix of this my Last Will and Testament. In the event she should predecease me or fail to qualifY, I nominate, constitute and appoint my stepdaughter, LINDA K. KENNEDY, as Executrix of this my Last Will and Testament. In the event both my wife, DOROTHY M. WILSON and my stepdaughter, LINDA K. KENNEDY, ,I. ,mId predecease me or fail to qualifY, I nominate, constitute and appoint Keith O. Brenneman, Esquire as Executor of this my Last Will and Testament. I further direct that no person serving as Executrix, Executor or Trustee hereunder shall be required to post any bond to secure the faithful performance of her or his duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on Three (3) pages this 14th day of April, 2000. ~/wL (SEAL) Signed, sealed, published and declared by RICHARD L. WILSON, the Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~yt~ (SEAL) _bo~ cf ~EAL) LAW OFFICES SNELBAKER. BRENNEMAN & SPARE -3- ,..,'\ '-C' ('....1 t.::5 ~ ,.' " r ~ -" .~"'~ "" ~ Lfl -< Lfl 0 0.. to, V) ~ < ""\-r z ~ ~~nmm~ft ,111 0 ~ f~"' ~ ~ ~ ::; mmnnr."'~, :z .,,'III!I~~II"!I~~IH/I ." ~ll 0 ~ 0 i;; ,.. '" ..ljll'~IIWII~}:4'il tIl ~ I;( if> M "" z _I "' z 0 z 3 x ~'r~~~:~~ H v V1 <' 2 Lr":" -~" ~ ~ t (;; ~ 0- ';~l' -!I. is ~ i;; ~ ci '.-:--:: I~> /.:l ~". ~ 00: ~ ~ ~ , "' 0:\ ^ 0 " 1:: " '~.!II' 1~1 " ::> A{~_'llt ~ ~ ~ ~ 0 ~ "' cl. !' if> U .. ~ "" < ~ ~ ~~' u -< ::r: '~II' H o:l U "11:~'1~ i:>:: .....l '" ~~ "" ;; Z 1>>.',1 V) '. LAW OFFICES SNELBAKER. BRENNEMAN 8: SPARE CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Richard L. Wilson Date of Death: November 19,2001 Will No. 21-02-0392 To the Register: I certify that notice of estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiary of the above-captioned estate on April 22, 2002. Name Address Dorothy M. Wilson 715 Edgewood Lane Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None. Date: April 22, 2002 ~ .,J \.:. Keith O. Brenneman, Esquire Snelbaker, Brenneman & Spare, P. C. 44 W. Main Street Mechanicsburg, P A 17055 (717) 697-8528 Counsel for Personal Representative IV,\ \'-..1 c"'-! P ...."t,,... ..,......... LAW OFFICES SNELBAKER. BrENNEMAN & SPare APR 2 8 2004 ESTATE OF RICHARD L. WILSON, LATE OF THE TOWNSHIP OF UPPER ALLEN, CUMBERLAND COUNTY, PENNSYLVANIA · ORPHANS' COURT DIVISION · ESTATE NO. 21-02-0392 · PARCEL NO. 42-_2L6~.245-054 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA AND NOW, this DE~,~E AWARDING REAL ESTATEi ~J~ day of ,2004, it appearing that the First and Final Account and Statement of Proposed Distribution of D°r~thy M. Wilson, Executrix of the Estate and under the Last Will and Testament of Richard L. Wilson, Deceased, having been duly filed and advertised according to law and roles of Court, and that said Account and Statement of Proposed Distribution were duly approved by this Court on April 27, 2004; and it further appearing that said Executrix has proposed in the Statement of Proposed Distribution to distribute certain of Decedent's real estate in kind to herself, Dorothy M. Wilson, as the surviving spouse and sole beneficiary under the above mentioned Last Will and Testament, and said Court having decreed distribution in accordance with said Statement of Proposed Distribution, IT IS ORDERED, ADJUDGED and DECREED that all right, title and interest of the said RICHARD L. WILSON, Deceased, in and to the following described Real Estate is hereby awarded unto DOROTHY M. WILSON, in fee simple: ALL that parcel of land with improvements thereon situate in the Township of Upper Allen, County of Cumberland and State of Pennsylvania, bounded and described as follows: BEGINNING at a stake, said stake being on the North side of a twenty (20) foot drive and the comer of land now or late of John A. Masters; thence along line of said land of John A. Masters North twenty-six (26) degrees fifty-eight (58) minutes West a distance of one hundred fifty and ninety-four one-hundredths (150.94) feet to a stake on the southern right-of-way line of the LAW OffICES SNELBaKEr. breNNEman & SPare Pennsylvania Turnpike; thence by said right-of-way North eighty-six (86) degrees thirty-five (35) minutes East a distance of ninety-four and nine-tenths (94.9) feet to a stake; thence by same North eighty-six (86) degrees forty-six (46) minutes East a distance of thirty and one-tenth (30.1) feet to a stake at land about to be conveyed to John F. Wilson; thence by same South twenty-six (26) degrees fifty-nine (59) minutes East a distance of one hundred fifty and seventy-eight one- hundredths (150.78) feet to a stake on the North side of a twenty (20) foot drive; thence by same South eighty-six (86) degrees thirty (30) minutes West a distance of one hundred twenty-five (125) feet to a stake at the place of BEGINNING. BEING the same premises which John A. Masters, single man, by his Deed dated November 5, 1956 and recorded November 8, 1956 in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania in Deed Book "M", Volume 17, Page 293 granted and conveyed unto Richard L. Wilson. IT IS FURTHER ORDERED AND DIRECTED that a certified copy of this Decree shall be recorded in the Office of the Recorder of Deeds in and for Cumberland County, Pennsylvania, among the deeds recorded in said Office, said Decree to be indexed in the Grantor Index for Deeds against the Estate of RICHARD L. WILSON, Deceased, and in the Grantee Index for Deeds to DOROTHY L. WILSON, pursuant to the Section 3536 of the Decedents, Estates and Fiduciaries Code (20 Pa. C.S. §3536). By the Court: -2- \""\ _..-1l1 '," 'v , ' \,;r'- REV-l&lllEX (ll-{)Q) REV-1500 J"\':r> .~ ',.>' "'" '* COMMONWEALTH OF , PENNSYLVANIA . 'ilIli. DEPARTMENT OF REVENUE DEPl 280601 HARRISBURG, PA 17128-0601 w ,., ::.::::!';cn 0.". w"O :roo 0"'-' .... .. " _,~__LI=~5I- L~ FILE NUMBER 21 02 0392 INHERITANCE TAX RETURN RESIDENT DECEDENT YEAR ----- NUMBER COUNTYCOOE I- Z W Cl W U W Cl DECEDENT'S NAME ILAST, FIRST. AND MIDDLE INITIAL) Wilson, Richard L. DATE OF DEATH (MM-OD-YEAR) 11/19/01 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 201-18-0405 SOCIAL SECURITY NUMBER 196-14-3809 OATE OF BIRTH (MM-DD-YEAR) 01/11/26 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Wilson, Dorothy M. ~ 1. Original Return D 4. Limited Estate [!J 6. Decedent Died Testate (AlIach copy of Will) D 9. Litigation Proceeds Received o 2. Supplemental Return D 4a. Future Interest Compromise (dale of death aIIer 12-12-82) o 7. Decedent Maintained a Living Trust (AttachcopyofTrusl) o 10. Spousal Poverty Credit (tIaleofdealh belwllen 12-31-91 and 1.1-95) 03. Remainder Return (dateofdeathpric:lrto12-13-82) D 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes D 11. Ejection to tax under Sec. 9113(A) (AltachSch0) I- Z W o z o .. '" W 0: '" o o i:tI'lI$'i$~llI NAME Keith O. Brenneman FIRM NAME (If ~icable) Snelbaker, Brenneman & Spare, P,C. TELEPHONE NUMBER (717) 697-8528 l'l~IPE!'lL.' , ,'.L.I~Q8,MA:tl!:!Ji!ii$IiOI.II:DB~LPI8mebi!l:(l(:J COMPLETE MAILING ADDRESS 44 W. Main Street Mechanicsburg, PA 17055 z o ~ ...J ::::l !:: 0. <( U w 0:: ;;...J' d (I) " f".,.} (2) 14,161.25 (3) (4) \ 0"', (5) J 16) C' (7) (8) 14,161,25 19) (10) 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. JoinUy Owned Property (Schedule F) o Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (lotal Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) 1'1) (12) (13) 14,161.25 (14) 14,161.25 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o !;i: I-' ::::l 0. :5 o u g 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 16. Amount of Une 14 taxable at lineal rate 14,161.25 x.oL (16) x.O_ (16) x ,12 (17) x .15 118) (19) 0.00 0.00 17. Amount of Une 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STRE;; ~D~~~S:" I L 7 5 E wood ane CITYM h . b I STATE I ZIP ec antes urg PA 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Total Credits (A< B < C) (2) 3. InteresVPenalty if applicable D. Interest E. Penaity Totai InteresVPenaity ( 0 < E ) (3) 4. If Line 2 is greater than Line 1 < Line 3, enter the differenca. This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund (4) 5. if Line 1 < Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 < SA. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT 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;.......................................................................................... D ~ b. retain the right to designate who shall use the property transferred or ns income; ............................................ D ~ c. retain a reversionary interest; or.......................................................................................................................... D [i] d. receive the promise for life of either payments, benefits or care? ...................................................................... D ~ 2. If death occurred after December 12,1982, did decedent transfer property within one year of death without receivmg adequate consideration? .............................................................................................................. 0 ~ 3. Did decedent own an "in trust fa,' or payable upon death bank account or security at his or her death? .............. D ~ 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................................................................................ 0 [iJ 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 pe~ury, I declare thai I have examined this return, lnduding accompanying schedules and statements, and 10 the best of my knowledge and belief, il is lrue. correct and complete. Dedaralion of preparer other than Ihe personal representative is based on all infonnatlon of which preparer has any knowledge. DATE (; /.J ,"- ADD ESS 44 W. Main Street, Meehaniesburg, PA 17055 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 exemot a transfer to a surviving spouse from tax, and the statutory requirements for disdosure 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)(l.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedenfs lineal benefidaries 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 decedenfs siblings is 12% [72 P.S. ~9118(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1513 EX+ (9-00) .. SCHEDULE J BENEFICIARIES COMMONWEAlTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Richard L Wil~nn NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS pnclude outright spousal distributions, and transfers under Sec. 9116 (al (1.2)] Dorothy M. Wilson 715 Edgewood Lane Mechanicsburg, PA 17055 FILE NUMBER 21-02-0392 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE Spouse 100% ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18,ASAPPROPRiATE, ON REV-1500 COVER SHEET II 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 11- 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) LAW OFFICl;l:I SNEI.BAKER. BRENNEMAN Be SPARE LAST WILL AND TESTAMENT OF RICHARD L. WILSON I, RICHARD L. WILSON, of Upper 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 aU wills by me at any time heretofore made. 1. I direct that all my debts and funeral expenses be paid as soon as practical after my death by my Executrix or Executor, whichever the case may be, hereinafter named. I direct that all taxes that may be assessed as a consequence of my death shall be paid from my residuary estate as part of the expenses of the administration of my estate. 2. All the rest, residue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devi5.z and bequeath to my wife, DOROTHY M. WILSON, her heirs and assigns, provided my said wife, DOROTHY M. WILSON, shall survive me by a period of sixty (60) days. 3. Should my said wife, DOROTHY M. WILSON, predecease me or fail to survive me by the aforesaid period of sixty (60) days, then in such event, 1 give all the resl, residue and remainder cfmy estate, real. personal and mixed, and wheresoever the same may be situate, as follows: A. I give my house located at 715 Edgewood Lane, Mechanicsburg, Pennsylvania. together with all of its contents, including. but not limited to, a\l furniture and furnishings, to my stepdaughter, LINDA K. KENNEDY; B. All the rest, residue and remainder of my estate I give as follows: L 1 give Forty-five percentum (45%) of my estate to my stepdaughter. LINDA K. KENNEDY; 2. 1 give Forty-five percentum (45%) of my estate to my stepson, RONALD D. BAILEY, subject to the trust provisions set forth in Paragraph 4, below; -z- .WOOU\ patelnwnooe pue ,ed\ou!1dJo .ou'I'q ~U!U\'W.l.qll~l p.llP 1 'A3'11V!I 00 OWNOll 'uosd.ts "W o".oop.ld Plnoqs 'A03NNIDI O)! VGNI1 'l.l~nepd.ls P!"' AW IU.AO .ql u1 ';JleU!WJ;Jl neqs lStu.L oql OW!l qo!,\^, l' 'A03NNIDI O)! VONI1 'l.l~nepd.ls AW 01 p.lnqllIS!p.q lIeqs ~\.UP~jH s~q ~upnp UOSd;JlS hill Ol pred lOU ;JWOOU! p;Jlulnwnooe hun pue (ud!ou!Jd .ql WqllOO1\P puel.plo I 'A3'11V!I 00 OWNOlI 'UOSd.lS AWJo qle.p .ql uodn oJ OlSnJl pres ul SI.SS" Aue U!elqo .SIM.l.qlo JO qoune 'uodn M.l ollq~!1.ql OAeq Ileqs uosd.ls AW JO lOllpOl0 ou leql pue 1.punOJ.q UO!tnq!lIS!P Aue 3U!led!Ollue JS!MJ;JqlO WOJ] JO lsnu Ples U! SlJSSil hue gu!u5!sse JO 5Ul5p;Jld WOJ] P~l!q!qoJd ~q HUlls uosdJlS hW lillfl P:)J!P pue JJpJO I 'lsTU1 p!es ;JqlJo :)OU;JlS!XJ Jql 5u!Jna 'S: 'JWpJ]!! slq JOj slsuq hJ4luOW e uo uosdJlS hID Ol ISnll.qIJO ledloupd oql W01J OWOOU! oql AIUO ,\ed Ol.OISnll P!"' AW .z!1oqlne I V :SUO!l!PUOO puu SU)J<Jl 5u!M..01l0J Jql uodn uosd~lS PlUS JO llPU;Jq pue 3sn ;Jql JOj lSJAU!;JJ pue lSJAU! 'a8iluew 'Ploq Ol 'SS313H.L)lHA3N '.LSO)ll Nl 'a;JlsOJ.L A..IillUJ\.UUlSJ.L hW se 'uO!leZ!U1?S'JO;JJ Jl1?JodJoo Jaqlo JO J;J'ilJ;JW hq JOSS;Joons Sl! JO ')lNVH SDNIJ\ VS SnrnYH OlU" p;JJJA!I~P puel0AO Pled oq Ileqs UOSdOlS PI"' ol.lqulnq!1ne OI"IS3 AWJo uOI\lod OAllnq!1ls!p .qlleqllO.lIP puel0pl0 I 'A31IV!I 00 OWNOll 'uosd.ls AW Aq pOAIA1ns.q Plnoqs I lUOA. .ql UI oj> OAjOA!lo.ds.J 'A03NN3)! 01 NONNVHS PUg A03NNIDI Od NV3S '1O)q~neppu"1~d.lS PUg uospu'l~doIS AW 01 s.nqs lenbo ul U.A!~ ;Jq JJpumuaq p;JA!~:lJJ JS!MJJl{lO .M1?l( PlnoM.. ;Jqs ;JlelS;J hWJO ;JJeqs ;Jqll:lJJ!P I ';JW asu;JoapaJd Plnoqs 'A03NNIDI O)! VGNI1 'l.lq3nepdols PI"' AW leql AW lUOA. .ql uI oA03NNIDI O)! VGNI1 '1O)q~nepd.1S AW 01 U.A!~ .q 1.punOl.q p.A!"OOl .Aeq Plno^, .q olelso AW JO oleqs oqllO.llP 1 '.W ....o.p.ld Plnoqs A3'11V!I 00 OWNOll 'uosdols PI"' AW IUOA. oql uI OA03NN3)! 01 NONNVHS '.talqSneppmu2dals h\U 01 al~lsa hillJO (O/OS) wnlu:::l:lJad aAH ;JAJS I 'v ~A03NN3)! 'd NV3S 'uospUeJSd;JlS hill Ol ;JlelSa hWJO (%S) wnlutI':lJad Ml.1 ;JAlS' I '( 3l:lV'dS '9 NWW:lINN3l:lB 'l:l3)/'O'B'3NS 930"1..10 MY1 LAW OFFICES SNELBAKER. BRENNEMAN & SPARE be di,tributed in equal ,hare, to my 'tepgrand,on, SEAN P. KENNEDY and my 'tep- granddaughter, SHANNON L. KENNEDY. 5. I hereby nominate, constitute and appoint my said wife, DOROTHY M. WILSON, as Executrix of this my Last Will and Testament. In the event she should predecease me or fail to qualitY, J nominate, con,titute and appoint my ,tepdaughter, LINDA K. KENNEDY, a, Executrix ofthi, my La't Will and Te,tament. Jn the event both my wife, DOROTHY M. WILSON and my stepdaughter, LINDA K. KENl\TEDY, should predecease me or fail to qualify, I nominate, constitute and appoint Keith O. Brenneman, Esquire as 'Executor of this my Last Will and Testament. ] further direct that no person serving as Executrix, Executor or Trustee hereunder shall be required to post any bond to secure the faithful performance of her or his duties in the Commonwealth of Pennsylvania or in any other jurisdiction. IN WITNESS WHEREOF, J bave hereunto ,et my hand and seal to thi, my La't Will and Te,tament written on Three (3) page' thi, 14" day of April, 2000. IlJt:!o1 W~~ (SEAL) Signed, ,ealed, publi,hed and declared by RICHARD L. WILSON, Ihe Testator above named, as and for his Last Will and Testament, in our presence, who, in his presence, at his request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. ~rt'~ (SEAL) --1__-<2 'VI- cI ~EAL) -3- LAW DFFlCES SNELBAKER. BRENNEMAN & SPARE COMMONWEALTH OF PENNSYLVANIA) : SS. COUNTY OF CUMBERLAND ) We, RICHARD L. WILSON, KEITH O. BRENNEMAN, ESQUIRE and SUSAN L. ZYCH, the Testator and the witnesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the Testator signed and executed the instrument as his Last Will and Testament and that he had signed willingly, and that he executed it as his free and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testator, signed the Will as witness and that to the best of his or her knowledge the Testator was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. ilW-JuJL Testator -~~ Witness ,UA~" - ttf: ~7)' /~ Wltne Subscribed, sworn to and acknowledged before me by RICHARD L. WILSON, Testator, and subscribed and sworn to before me by KEITH O. BRENNEMAN, ESQUIRE and SUSAN L. ZYCH, witnesses, this 14" day of April, 2000. ~ /~/7 ~ "1,1',a/L. YL Notary PUb~ . NolBrialSeal Suaan l. Zyoh, Notary Puh11c Machanlc8burg Born, Cumberland County My Commission Expires Nov. 24, 2003 bef,PeronsvtvanmASSOClallonotNolarls9 1 nventory of the real and personal estate of Richard L. Wilson deceased _ I. PERSONALTY. A. Hartford Mutual Funds, Inc. stock fund Class C, 65.23 shares at $17.61 per share: B. Montgomery County, PA Industrial Development Authority Revenue Bonds, $5,000 at .95301%: C. General Motors Acceptance Corp. Smartnotes, $8,000 at 1.030938%: $ 1,148.70 4,765.05 8,247 50 TOTAL PERSONALTY: ~14,161 25 , ! II. REAL ESTATE: NONE TOTAL VALUE OF ESTATE: f14,161.25 I '.0 t",: .' '0 t ,"" '..~ .'J p t."" '-',,"-- COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND l j 55: Dorothy M. Wilson being duly sworn is the Executrix according to law, deposes and says that S he of the Estate of Richard r.. Wilson late of ____~..P_er ~!.~~__Township Cumberland County, Pa., deceased and that the within is an inventory made by Dorothy M. Wilson ., the said Executrix of the entire estate of said decedent, consisting of all the personal property and real estate, except real estate outside Ihe Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fair value as of the date of decedent's death. this day of 2002 l1j[x , Executrix Doroth M. ~rFfc:iri"dmin;.trat.. 715 Edgewood Lane Sworn to and subscribed before me, L-.~ ;t JrA Mechanicsburg, PA 17055 NOlllrIaI Seal _ L~, Notary PttlIlc ~~~:= Of,Pllnnol. _01 Address Date of Death 2001 Day Month Year INSTRUCTIONS I. An inventory must be filed within three months after appointment of personal representative. 2. A supplement invenlory musl be filed within Ihirty days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article IV, Fiduciaries Act of 1949. .,., ..c:: en d Z ~ >- 0 ." .. .... w tIl E-i w N ~ '" .... '"" .. '" w ~ ~ d " d 0.. u M 0 (!) " .. ~ 0 Vl C '" ... 0 w '" w r-I .. .. I l- X 0.. . r-I 0.. C (!) .,; ~ N Z .... ...j u.. '"" .:: 0 d 0 u.. ...j ~ 0 9- ~ d I W 0 -< Q' k ,,:. -< (!) > '" r-I Z ~ (!) - k c N Z 0 C 0. " ~ .; Vl Z 0. 0 '" -< Q U - . Z w H 0 0.. ." Q:; c .. ..c:: - -;: 0 " ...., .D ." ... .,., " E 0 (!) - " ~ 0 l<: .. U Li: '" ...j \, (-;;'-$7- X!3 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 280601 HARRISBURG~ PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX '02 JLJi~ 17 DATE ESTATE OF DATE OF DEATH r .p~LE NUMBER , "eduNTY ACN 06-10-2002 WILSON 11-19-2001 21 02-0392 CUMBERLAND 101 KEITH 0 BRENNEMAN SNELBAKER ETAL 44 W MAIN ST MECHANICSBURG PA *' REV_1547EXAFPtDI_02l RICHARD L \. C,.' . 17055 ...., A.llount Re..itted MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... REV=m"i"iif-AFP-[oFozY-NoYici--OF-'j:"riHERii'ANCE-YAx-jiPPRAisiifENT~--ALrOWANCE-'ijR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF WILSON RICHARD L FILE NO. 21 02-0392 ACN 101 DATE 06-10-2002 TAX RETURN WAS: (X I ACCEPTED AS FILED I CHANGED NOTE: I~ an assessment was issued previously, lines 14, IS and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of Line l~ at Spousal rate (15) 16. Allount of Line 14 taxable at Lineal/Class A rat. (16) 17. Allount of Line 14 .t Sibling rete (17) 18. Allount of Line 14 taxable at Collateral/Class Brat. (18) 19. Principal Tax Due T C ITS: 14,161. 25 X 00 = .00 .00 X 045 = .00 .00 X 12 = .00 .00 X 15 = .00 (19)= .00 AMOUNT PAID RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3. Closely Held stock/Partnership Interest (Schedule C> 4. "ortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets ll) (2) (3) (4) 151 (6) (71 .00 14.161. 25 .00 .00 .00 .00 .00 (BI APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adm. Costs/Hisc. Expenses (Schedule H) (9) 10. Debts/Hortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governm.ntal Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax .00 .00 (U) (12) (13) (14) DATE NUMBER INTEREST/PEN PAID (-) TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE NOTE: To insura proper credit to your account3 submit the upper portion of this for. with your tax pay.ant. 14,161. 25 nn 14,161. 25 .00 14,161. 25 .00 .00 .00 .00 . IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS LESS THAN $l. NO PAYHENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" fCR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) RESERVATION: Estates of decedents dyIng on or before DeceMber 12, 1982 -- 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 ComMonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: To fulfill the raquirements of Section 2140 of tha Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 9140). PAYMENT: Datach the top portion of this Notice and submit with your payment to the Register of Wills printed on the reverse side. --Make check or money ordlilr payable to: REGISTER OF HILLS} AGENT REFUND (CR): 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-1313). Applications are available at the Office of the Register of Wills, any of the 23 Revenue District Offices, or by calling the special 24-hour answering service for forMS ordering: 1-800-362-2050; services for taxpayers with special hearing and I or speaking needs: 1-800-447-3020 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement, allowance, or disallowance 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 Deparbent of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the Matter deterMined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. ADMIN- ISTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA DepartMent of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601. Harrisburg, PA 1712B-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. DISCOUNT: If any tax due is paid within three (3) calendar Months after the decedent.s death, a five percent (5%) discount of the tax paid is allowed. PENALTY: The 15% tax amnesty non-participation penalty is cOMputed on the total of the tax and interest assessed, and not paid before Januery 18, 1996, the first day after the end of the tax amnesty periOd. This non-partIcipation penalty is appealable in the saMe manner and in the the same time periOd as you would appeal the tax and interest that has been assessed es indicated on this notice. INTEREST: 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, 1982 bear interest at the rate of sIx (6%) percent per annum calculated at a daily rate of .000164. All taxes which becaMe delinquent on and after January I, 1982 will bear interest at a rate which wIll vary from calendar year to calendar year wIth that rate announced by the PA Department of Revenue. The applIcable interest rates for 1982 through 2002 are: Vear Interest Rate Daily Interest Factor Vear Interest Rate Daily Interest Factor 1982 20X .000548 1992 9. .000247 1983 16Z .000438 1993-1994 7% .000192 1984 11X .000301 1995-1998 9. .000247 1985 13% .000356 1999 7X .000192 1986 lOX .000274 2000 8X .000219 1987 9. .000247 2001 9X .000247 1988-1991 11% .000301 2002 6Z .000164 - - Interest is calculated ., follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY 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. If payment is made after the interest computation date shown on the Notice, additional interest .ust be calculated. c, v/ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Richard L. Wilson Date of Death: November 19, 2001 Will No. Admin. No. 21-02-0392 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes x No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if anYI for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes x No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the ::::,O":::I;:rphan.' Co"r' and may ~~~or', Keith O. Brenneman Name (Please type or print) 44 W. Main Street Mechanicsburq, FA 17055 Address ~? ., ('''J -3 , (717) 697-8528 Tel. No. p .." ,./'-" Capacity: Personal Representative X Counsel for personal representative ( MAH : rill f / AM 3 ) Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/07/2005 IDANI NIZAR 825 BURGNERS ROAD CARLISLE, PA 17013 RE: Estate of IDANI JULIE A File Number: 2003-00392 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent1s death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 5/01/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~",j,,- .~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge ul