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HomeMy WebLinkAbout02-0584' PETITION FOR PROBATE and GRANT OF LETTERS Estate of Jennie Elizabeth Books also known as Deceased. Social Security No. 204-O1-7454 No. a~~~rZ " Ss 7 To: Register of Wills for the County of Cumberland in the 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 executrix named in the last will of the above decedent, dated T„nA 1 1 ~h ~nn~ and codicil(s) dated NONE (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in ('rtmharl and County, Pennsylvania, with h er last family or principal residence at 208 S n AvP ~ c'amp H; 11 , F.acr Pennsboro Township PA 17011 (list street, number and muncipality) Decendent, then 88 years of age, died June 13 ,~ 2002 , at arlisle Hosp'*^' 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: NONE 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: 19,000.00 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters ~ amPr, a r~ (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) theron. .~ v ('arnl H~1 1 i star - ~,0 97 North Rggenc~ WoodG Na farliclaYPA 17f11'~ v ~. ~° C b0 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ~~ COUNTY OF Cumberland The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed before me this 24th dad of -._ _~ _ .. .~. 7 !17 MARY C Register C ~,~ ~. A Z - cp .~_ NO. 21-2002-584 Estate of Jennie Elizabeth Books ,Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW June 24th ~ 2002, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated June 11, 2002 described therein be admitted to probate and filed of record as the last will of Jennie Elizabeth Books ; and Letters Te tamentar are hereby granted to r 1 Holli ter FEES Probate, Letters, Etc.......... $ 50.00 Short Certificates(3) .......... $ 9.00 Renunciation ............... $ x-Pages (5) $15.00 JCP TOTAL $ 5.00 Filed ...June .24th, 20.Q2 ... ~ .79...Q0.. . ~. ~ ~ Register of Wills MARY C. LEWIS ~P~, u,. ~,~,„u„r Debra K. Wallet (23989) ATTORNEY (Sup. Ct. I.D. No.) 24 N. 32nd St., Camp Hill, PA 17011 ADDRESS (717) 737-1300 PHONE ,-~ ,. , , .~ " ~~ 'ri MAILED LEi"i~RS 'ICJ ATTORNEY 1`i ,SI ~ F S~ This is to certih that the information here given is correctly copied from an original certittcare of death dul.~ filed with me as Local Registrar. The original certificate will he forwarded to the Stare Vital Records Office for pc°rmanenr filing. WARNING: It is illegal to duplicate this copy by photostat or photograph, Fec for :his cerriti~ale, w'.00 X8384218 ti ~>. }.ol.ti i:C~titSllflf (~ ~ U iv 1 ~ ZGOZ }~~tr~ COMMONWEALTH Of PENNSYLVANIA • DEPARTMENT OF HEALTH • VITAL RECORDS Ray. ue? CERTIFICATE OF DEATH STATE rRE NUMBER ~ ~~-i SEX $GGAL SECURITY NUMBER DALE OF UEATH ,MCnm. Oay, rbarl NAME OF DECEDENT If uv. M~Orae. ~avl _ X 02 " ' Jennie E. Books , 0 ~, ~ TLne 1 _ '' Fema~ 7~ _293__-~~ 7454 _ wn nn umer wet I . AGE ILas, Bv,ndaYl UNDER 1 YEAR UNDER 1 DAY DATE OF BIRTH ~ n BIitTHPLACE ICdy and PLACE OF DEATH Ifnccx erxy rya - ~xe +hara. OTHER: -- Stile dr rcregn GOUnoVI HOSPITAL: earl MoMN . Days F1oVa r Minulp MOnm. Day. N ^ iSpecMl ^ 'wnt i~ ERIOrapaneM L 1 ow C I,M~N ^ ResrMnu I 3 / 4 / 1 91 4 Vn 8 8 npa Hb Pa M. WIM . ` , e. etc. NMS DECEDEM OF HISPANIC ORIGIN? RACE AmMCan Indian, 81eck, S COUNTY OF DEQH CITY T WP OF DEATH fACILITV NAME Ia not ~nv~IUOOn, gwe weal ann IxAnoer I (Seth! . No ~ 'M U M yea, apecdy CuGn. Carlisle ,, Cumberland • Herten, Pwno Rican, Mc. Wh 1 t e Carlisle Hospital ,. td. t M1G SPOUSE . K ~' HIND OF BUSINESSnNDUSTRY DECEDENT'S USUAL OCCUPQION VIV WAS DECEDENT EVER IN OECEOENT'$EDULATION MARITAL STATUS-ManwO StK ARMED FORCES? S n est aM COm erf Never Marrrd. WiOO.ved. Ill wte. ~yrrwgen rwrnel S U (Give wnn d vrwk cone dwing nna dw«EarhFN;Mnotuser ed) . . r-y ENnlanMrylSacw,oalY CoYa9a Drvauo ISpecNt Yea^ No U4 ,a,n U k (I•~s.l ,..Divorced tta. ttb. NT's DECEDENT'S MuLING ADDRESS (Street. ChlTOrvn, State, Zv Code1 ~ci E ~ rr,, SIaIe Pennsylvania oie 170.1E1 YM, Mcedanl lived in Fast P I? n n S he-] r n t t ya t iA i 208 Senate Ave RESIDENCE ~ °~ . ~„°;" - `nom ~~~ d ^ ~^ '°w"'"'p' Camp Hill, Pa 1 701 1 - ~T.. ~ „b G Cumberland t.. MOTHER'S NAME Ifysl. Mende. MaWmr Swnamel F/PHER'SNAME(FA57.MIOde.Las1) Katherine Dissin er Harry J . Long ,.. n C Zi lt. e) o p INFORMANT'S HARING ADDRESS ISlrrx,, Chlfown. ~at•~ INFORMANT'S NAME (TyperPltt) Carol Hollister ~ 70° PLACE OF DISPO - Name d Cerhetery, Crams LOCATION . C !town. Slw. Zlp Coos . DATE l]F DISPOSITION METIiOD OF DISPOSITION (Math. ~Y. veil! or Ottwr Place 2002 Longsdorf Cemetery ~ew Kingstown, Pa ewe °rini'°"^ R""°~'a°"'~'M'^ ^ June 17 Dorwion^ Omar (Speck 27b , 7tc. • . qte, SIGWDURE UN LSE ICEL ENSEE ~ PERSON ACTING AS SUCH NAME AND ADDRESS OF FACILITY LICENSE NUMBER !T 11 ~ 77b. F . D . 0 1 1 8 9 7 - L 770 DATE NED • LICENSE NU BER Zh ConWMU to a c only wtwn Uni irrg To tM twat d my know , MaN occwred at tM h • date arw place sued ~ U i ~S (North. Dav. Year) n Toa 1 K ~~ ` ~ ) ~ , / physician a vadabla al bme d Math w ($ihnature an ~ ~ "' 77c. W ' cMbly fAWe Math. Tie. ~ /G. 7~b. WAS CASE REFERRED TO MEDICAL EIUMINERICORONER? . ~ ATH DE hams 2t 28 muY W compwla0 oY IME OF DATE PRONOUNCED DEAD IMOnm, Day. Year! --Ti ~ Yes (J l r / panpn whp pmrwrK,cu Math. I U i ~~ i! h 7.. ~ M. 75. / V /1 iryurgs or wmpacataxw which caused IM Malh Do not eMer,M nwne of oymg, such as carduc or respiratory anesl, sfnck or Man Iarlura i mA ~~ ~~«n PART II. ~ rr~~~ wrt,~ ~M natP~ I M dseaaea , 77. VARY L Enter I LIN oMy orw cause on each line. i erwt arld OeaN 1 IMMEgATE CAUSE (Fuw assess a conntan c~o ,J ~ ~ ~ rl Jt µ EIt I~ ~ ~ _ FA I L~ RE rrnrAXgndeaml-• a- DUEIDIORASACONSEQUENCEOFY l ora SeY F>w can0 . DUE lD (OR AS A CONSEQUENCE OF1: Kerry, baoingmirrlllredab I ' _ uuw Entr UNDERLYIND _ - - ~ c • ~"~E (ate" or aMrry ~ DUE 70 (OR AS A CONSEQUENCE OFI: • dul tabaten everts I rlsrangnneamllAST 0 _______ __ _ __-----_ __---____.>-.._.__-- TIME OF INJURY NtJ _ URV AT V2DRK7 DESCRIBE HOW INJURY OCCURRED. WAS AN AUTOPSY WERE AUTOPSY FINDINGS MANNER OF DEATH DATE OF INJURY (Mmm. Uay. Year! PERFORMED? AM\ILABLE PRbR TO OF CAUSE ^ COMPLETION F pE/UH7 NLUraI ~ HomCIM YM ^ No ^ O ^ AttrMM ^ PerMtq lnvsMgalKm 700 M. ~ - -- ^ ^ N SruclM ^ Gould rat De determined n 7a. _ _ __ PUCE OF INJURY - At home farm, vr - - ----- eel. Iactwy, place ~ IOCAiION (Sheer. ChlTown. Sorel Yaa ^ No ~ o Yea budrang, elt ISpecdvl a 3M. SIGNATURE AND TITLE OF / ~ _- -. ;EHi1F1ER CERTIFIER ICr•eca oMy one! use M ceam when aMner onvse~an has Iyorwunce0learn arw canpeled hem 2:11 •CE1171FYING PHYSICIAN IPnys~c~an cerolynnq ca .. ............ .... .. ~ . ~ // ( ~ 7/b. ~ ` J~`.> To Ilre Wal or mY hnowlWpe, death occurred dw b Ilia cauae(al and manner a aYlsd .... ....... GATE SIGNED M ail I ~y ~ M BER LICENSE NU lnl l " - 4 LL s A I (G l' ~ 1 1 ~ Q V ~U L 710 t_ I ( ]ea y nq to ~ausn u •pttONOUNCING AND CERTIFYING PHYSICIAN IPnvvnan [inn .>•onouric nq ueath and Ertl and dw to Ins cauae(al arW manner date and place B t ....... ... as arale0 .... j ' I 71C. ._ _._-- NAME AND ADDRESS OF PENSON WNO COMPLE . - - TED CAUSE OF DEATH , me, w To tM twat o/ my Erowled9•. Oaath occurred at t plem 271 Type or Panl ' 11aA tcu.1~S! MD 'MEDICAL E7(AMINERlCORONER death occurred at the Ilme, date, an i n d place, and due la the cauae(al and ~ ~ LA p~-US~r lin'~pliAt_ , o On the basis of eXaminetion andlor investigation, in my opin - ..... .. .. .. ~ . . .. manner as stated ............. ...... - '----'- 72 ___ ___-_-__- a~I M m U , : N - ~`' : i _ --- REGISTRAR'S ATURE ANO NUMBER` !_•i 1 ~ ~~.I / /I un ay e UATE FILED /f /~ b i i I - ~~~i~I~ ~~~~.~~°~~I ~~~ I, JENNIE ELIZABETH BOOKS, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last Will and Testament and hereby revoke all other Wills and Codicils that I have made, including the Will dated May 11, 2000. FIRST: I direct that after my death my body be buried at the Longsdorf Cemetery in New Kingston, Pennsylvania. SECOND: I give and bequeath one-tenth (1/10) of my Estate, after payment of all expenses, including inheritance taxes, or One Thousand ($1,000) Dollars, whichever is less, to my daughter, BEVERLY HOWER, of Mechanicsburg, Pennsylvania, so long as she shall survive me by thirty (30) days. THIRD: I give, devise, and bequeath all the rest, residue, and remainder of my Estate, of whatever nature and wherever situate, to Frey daughter, CAROL HOLLISTER, of ~„` Carlisle, Pennsylvania, so long as she shall survive me by thirty (30) days. Should my "U daughter fail to survive me by thirty (30) days, but be represented by children then living, these children shall take, per stirpes, the share to which my daughter would have been entitled if then living. FOURTH: All interests of any beneficiary in the income or principal of this Estate, while undistributed and in the possession of my Executrix, even though vested and distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to pledge, assignment, conveyance, or anticipation. FIFTH: All inheritance, estate, and succession taxes (including interest and any penalties thereon) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. SIXTH: In addition to all rights and powers conferred by law, I authorize and empower my Executrix and her successors, in her absolute discretion and without necessity of obtaining court approval: A. To buy investments at a premium or discount. B. To hold property unregistered or in the name of a nominee. C. To give proxies, both ministerial and discretionary. D. To compromise claims. E. To join any merger, consolidation, reorganization, voting trust plan, or any other concerted action of security holders and to delegate discretionary duties with respect thereto. F. To lend to, and buy from, my estate. G. To borrow and to pledge real and personal property as security therefor. H. To sell at public or private sale for cash or credit or partly for each, to exchange, or to lease for any period of time, any real or personal property, and to give options for sales, exchanges, or leases. I. To exercise any option permitted by law which she believes to be advantageous from the viewpoint of overall tax reductions, including, without limitation of the foregoing, power and authority to claim administration or other expenses either as income tax deductions or inheritance or estate tax deductions, without regard to whether they were paid from principal or income and without requiring adjustments between principal and income for any resulting effect on income or estate taxes, and a deduction of such expenses for income tax purposes shall be given effect in computing the respective shares of all persons interested in my estate set forth herein, even though the effect is to increase the share of one beneficiary or class of beneficiaries hereunder at the expense of another; and to make such adjustments, if any, between beneficiaries with respect thereto as she shall deem appropriate in view of the nature of the transaction and the amounts involved. To distribute in cash or in kind or partly in each. The powers granted hereunder shall be exercisable with respect to all real and personal property, including, but not limited to, income and principal held for minors or disabled beneficiaries at any time, until the actual distribution of all property. All powers, authorities and discretion granted here shall be in addition to those granted by law and shall be exercisable without leave of court. However, nothing herein shall be interpreted or construed to mower or ermit the Executrix to act or cause an one to act in a encourage, authorize, e p p y manner contrary to or inconsistent with accepted standards of portfolio diversification and risk management. C~ SEVENTH: I nominate, constitute, and appoint my daughter, CAROL HOLLISTER, as Executrix of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability of my daughter to act for whatever reason in this capacity, then I nominate, constitute, and appoint my grandson, JERRY GONZALEZ, of Mount Holly, Pennsylvania, as Executor of this, my Last Will and Testament. I direct that no representative named above shall be required to post security for the faithful performance of his/her duties in any jurisdiction insofar as I am able by law to relieve him/her of such obligation. Any of my representatives shall be entitled to reasonable compensation for the performance of the duties set forth here. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 1i~` day of ~~~~ , 2002, on this, the fourth of four typewritten pages. I have also signed on the left-hand margin of the first three pages for purposes of identification only. 1 NI L BETH K SIGNED, PUBLISHED, and DECLARED by the Testatrix, JENNIE ELIZABETH BOOKS, as 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. X14 ~ Il a nnr ~'c..~ ~2 ~t.~1R.M cSburg AKA 1~ OJ 5 T o S a.. t~nLJ ACKNOWLEDGMENT Commonwealth of Pennsylvania County of Cumberland I, JENNIE ELIZABETH BOOKS, Testatrix, whose name is signed to the attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. NNE LI ABET OOKS Sworn or affirmed to and subscribed before me by JENNIE ELIZABETH BOOKS, the Testatrix, this/ -~, day of ~. ~.,~_ , 2002. Notary Public . Notarial Seal Patricia A. Medc, Notary Public Middlesex Twp, Cumberland County My Commission Expires Nov. 8, 2005 Member, Pennaylvarue Association Of Notaries AFFIDAVIT Commonwealth of Pennsylvania County of Cumberland We, Debra K. Wallet and ~t,(rw ~oT.za Ic ~ ,the witnesses whose names are signed to the attached instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that, to the best of our knowledge, the Testatrix was at that time 18 years of age or older, of sound mind, and under no constraint or undue influence. ~.Q,ww K ~~-~,t- Sworn or affirmed to and subscribed to before me by L~.2~~ ,~; .~e.~~~'r~~- and ~. ~};,~;~-,~,. ~ ,~z, ,witnesses, this 1 t ~, day of ~ ,.,._~. , 2002. ~~~~~ Notary Public Notarial Seal Patricia A. Medc, Notary Public Middlesex Twp, Cumberland County My Commission Expires Nov. 8, 2W6 ~K.. Member, Pennsylvania Association ©f Notaries c?' BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6 Name of Decedent: Jennie Elizabeth Books Date of Death Will No. To the Register: June 13 , 2002 2002-00584 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 September 11, 2002. Name Address Carol Hollister 97 North Regency Woods Carlisle, PA 17013 Beverly Hower 6614B Carlisle Pike Mechanicsburg, PA 17055 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: September 11, 2002 b,Q,u,~,. ~• ~~ Debra K. Wallet, Esquire 24 N. 32nd Street Camp Hill, PA 17011 (717) 737-1300 Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT REV-1162 EX~11-96) NO. CD 001615 HOLLISTER CAROL 97 NORTH REGENCY WOODS CARLISLE, PA 17013 fold ESTATE INFORMATION: ssrv: 2o4-oi-7454 FILE NUMBER: 2102-0584 DECEDENT NAME: BOOKS JENNIE ELIZABETH DATE OF PAYMENT: 09/13/2002 POSTMARK DATE: 09/12/2002 COUNTY: CUMBERLAND DATE OF DEATH: 06/ 1 3/2002 REMARKS: CAROL HOLLISTER CHECK# 98 ACN ASSESSMENT AMOUNT CONTROL NUMBER 101 ~ 5500.00 TOTAL AMOUNT PAID: 5500.00 INITIALS: AC SEAL RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of Books, Jennie Elizabeth No. 21 - 02 - 00584 also known as Date of Death 6/13/2002 Deceased Social Security No. 2.04-01-7454 Carol Hollister The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in 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 unsworn falsification to authorities. Personal Representative Attorney: Debra K. Wallet Signature: ".. , k ~~ ~~ p ,~ L - --- - - -- -- -- Carol Hollister I.D. No.: 23989 Signature: Signature: Address: 24 North 32nd Street Address: 97 North Regency Woods Camp Hill, PA 17011 Carlisle, PA 17013 Telephone: 717/737-1300 Telephone: (717) 697-3294 Dated: ~ i _;~v =~ Personal Property Commerce Bank Checking Account #0513107607 6,821.88 100 Senate Avenue, Camp Hill, PA 17011 Commerce Bank Savings Account #0616101599 10,210.67 100 Senate Avenue, Camp Hill, PA 17011 Nationwide Insurance refund 77.00 Susquehanna View Apts. security deposit refund 20.00 Audiologic Consultants refund 1,440.00 Cash in posession of Decedent 232.45 Proceeds from auction of personal belongings 447.85 Total Personal Property $19,249.85 (Attach additional sheets if necessary) Total Personal Property and Real Estate $19,249.85 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: WALLET DEBRA K ESQUIRE 24 N 32ND STREET CAMP HILL, PA 17011 PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT ACN ASSESSMENT CONTROL NUMBER -------- fold ESTATE INFORMATION: ssrv: 204-oi-7454 FILE NUMBER: 2102-0584 DECEDENT NAME: BOOKS JENNIE ELIZABETH DATE OF PAYMENT: 03/ 1 3/2003 POSTMARK DATE: 03/12/2003 COUNTY: CUMBERLAND DATE OF DEATH: 06/13/2002 AMOUNT 101 ~ 5252.99 TOTAL AMOUNT PAID: REMARKS: CAROL HOLLISTER C/O DEBRA K WALLET ESQUIRE SEAL CHECK# 0091 INITIALS: CW RECEIVED BY: DONNA M. OTTO 5252.99 DEPUTY REGISTER OF WILLS REV-1162 EX(11-96) NO. CD 002283 REGISTER OF WILLS LRW l'J~CCE1 Of DEBRA K. WALLET 24 N. 32nd STREET CAMP HILL, PA 17011-2917 PHONE: (717) 737-1300 Email: Watletdeb@aol.com FAX: (717) 761-5319 March 12, 2003 Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re: Estate of Jennie Elizabeth Books Will No. 2002-00584 Dear Register: Enclosed are an original and one copy of the Pennsylvania Inheritance Tax Return, a check in the amount of $252.99 representing the remainder of the inheritance tax due, one copy of an Inventory of the Estate, and one copy of a Status Report Under Rule 6.12 for filing in the above-captioned estate. I have also enclosed a check in the amount of $25.00 representing the filing fees for the tax return and the inventory. I have enclosed two copies of the first page of each to be stamped in and returned to me in the enclosed pre-addressed envelope. Thank you. Sincerely yours, ~•-l4vu.'k ~ l..~w~ Debra K. Wallet DKW/mml Enc. cc: Carol Hollister, Executrix REI' .1~~~EX.(6""OJ *' 17- 7/- "8' REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT 4a. Future Interest Compromise {dale of death after 12-12-82} 7. Decedent Maintained a Living Trust (Attach copy of Trusl) 10. Spousal Poverty Credit {date of death between __..1 ?}.1~~t~~d.1.~ ).:~.9~ .=-oo THIS SECTION MUST BE COMPI.ETED. 111.1. CORRI;SPONDENCE AND CONFIDl!NTlI\l. TAX lNFORMATlON SHOUl.D liE DIRECTED TO: AME - . ~TEMAILlNGADDRESS - ----~~ Debra K. Wallet >-- .---.---.. -.--.... --- ------- ...--- rlRM NAME (If applicable) Law Offices of Debra K. Wallet COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT, 280601 H~I?B~_RS!'~ 1?~~1 ~ z w o w " w o w ~ ",<", ,,~'" w~" ~oo ,,"'~ ~m ~ < 181 10 I ~ : --0 o o o 1. Original Return 4. Limited Estate Decedent Died Testate (Attach copy of Will ) Litigation Proceeds Received .~ "'z Ww "'0 "'z 00 ,,~ TELEPHONE NUMBER 717/73 7 -1300 --- I ...----- I \ I I 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. Jointly Owned Property (Schedule F) D Separate Billing Requested 7.lnterN\vos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Tatal Gross Assets {total Lines 1~7) 9. Funeral Expenses & Administrative Costs (Schedule H) z o . ~ ~ ~ ~ < " w '" I I 110, Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) I I I I I \ 11. Total Deductions (total Lines 9 & 10) 12. Net Value af Estate (line 8 minus Line 11) v NUMBER 00584 .J:ill..~BE~_ 21 02 __I _~UND'cq9E __.i.sAR - ,----- SOCIAL SECURITY NUMBER \ _~04:0~745~ THIS RETURN MUST BE FILED IN DUPLICATE WITH THE I SOCIAL SECURITY NUMBER I []3- Remainder Relurn(dale ofdealh'prior \0 12.1-3-82)---- o o REGISTER OF WILLS 5 Federal Estate Tax Return Required 8 Total Number of Safe Deposit Boxes D 11.Election to tax under Sec. 9113(A) (Attach Sch 0) \ 24 North 32nd Street - CampHill,PA 17011 ----'-- (1) (2) (3) (4) (5) (6) (7) (9) (10) None None None None 19,249.85 None None (8) 1,594.00 337.75 19,249.85 17,318.10 (11) 1,931.75 (12) 17,318.10 13. Charitable and Governmental Bequests/See 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) (13) (14) 17,318.10 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) z o . ~ ~ ~ ~ o " ~ 16.Amount of Line 14 taxable at lineal rate 17.Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due x .00 (15) x .045 (16) 779.31 x .12 (17) x .15 (18) (19) 779.31 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT. "~~~,,,~,, 20. 0 >. Bl! SURE rO'AlisWeRAL~ QUESrlc:m~ 'O,iRliiV~RSE $lbEAlIID Rl!CHECK MATH<< Form REV-1500 EX (Rev. 6-00) Copyright 2000 form software only The Lackner Group. Inc. Decedent's Complete Address: STREET ADDRESS 208 Senate Avenue CITY Camp Hill ISTATE PA -lZIr-;~o~ Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 779.31 500.00 26.32 Total Credits (A + 8 T C) (2) 526.32 3. Interest/Penalty if applicable D. Interest E. Penally Total Interest/Penalty (0 + E) 4. If line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. A. Enter the interest on the tax due. B. Enter the total of Line 5 + 5A. This \s the BALANCE DUE. (3) 0.00 (4) (5) 252.99 (5A) --..- (58) 252.99 Make Check 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: 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; Of... ....................... 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?.... ................. Yes No .....-8 ~ '8 ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?.... 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation?.."....... o ....0 o 181 181 181 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return. including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration pre~r.~r Clt~er tha!:l the. personal represent<:l~~is based o~!l1fo_~ation of-which prepare_r_l1.~_an''-~~wl~'.i~ SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS Carol Hollister G-ve€ r' !lr:-i5J.~,", SIGNATlJRE~PERSON RESPONSIBLE FOR FILING R-ETURN DATE 97 North Regency Woods Carlisle, P A 17013 - -'- -- ...-- ~)I i)./o" --- DATE --' ADDRESS .~"'" 1(. w....r__ ..___.._ SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE Debra K. Wallet ADDRESS 3l!2-1~ DATE 24 North 32nd Street Camp Hill, PA 17011 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 exemoB transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. ~9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or far the use of the decedent's lineal beneficiaries is 4S'/o, except as noted in 72 P.S. 99116 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% 172 P.S. 99116 (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. *' SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH Of PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT I_n _ _ ___ _ __I _ _______ _ ___ __ ---------- - -- 'FILE NUMBER - -- I 21 - 02 - 00584 ESTATE OF . Books, Jenme Elizabeth Include the proceeds of litigation and the date the proceeds were received by the estate. All properly jointly-owned with the right of survivorship must be disclosed on schedule F. ITEM NUMBER 1 DESCRiPTION VALUE AT DATE OF DEATH 6,821.88 Commerce Bank Checking Account #0513107607 100 Senate Avenue, Camp Hill, PA 17011 2 Commerce Bank Savings Account #0616101599 100 Senate Avenue, Camp Hill, P A 170 II 10,210.67 3 Nationwide Insurance refund 7700 4 Susquehanna View Apts. security deposit refund 20.00 5 Audiologic Consultants refund 1,440.00 6 Cash in posession of Decedent 232.45 7 Proceeds from auction of personal belongings 447.85 TOTAL (Also enter on Line 5, Recapitulation) 19,249.85 *' SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWE-ol,LTH OF PE.NNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ,_ ESTATE OF .. Books, JenTIle Ehzabeth I FILE NUMBER 21 - 02 - 00584 Debts of decedent must be reported on Schedule I. -N~~~E~r--- DESCRIPTION - --- A. \ FUNERAL EXPENSES: I James R. Gingrich Memorials I 568 N. Union St., Middletown, PA 17057 Longsdorf Cemetery (opening of gravel AMOUNT 80.00 2 350.00 B. I ADMINISTRATIVE COSTS: 1. I Personal Representative's Commissions I Social Security Number(s) I EIN Number of Personal Representative(s): I Street Address City State Zip \ Year(s) Commission paid 2. I Attorney's Fees Debra K. Wallet, Esq. 1,000.00 3. I Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant I Street Address City Slate Zip I Relationship of Claimant to Decedent 4. I Probate Fees 79+25+10 114.00 5. I Accountant's Fees 6. I Tax Return Preparer's Fees I 7. I Other Administrative Costs 1 Photocopies, Postage, etc. 50.00 \ I I I ----- - .- --.....-- TOTAL (Also enter on line 9, Recapitulation) 1,594.00 ESTATE OF *' I I L SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS COMMONWEP.LTHQF PENNSYL\lANIA INHERITANCE TAX RETURN RESIDENT DECEDENT Books, Jennie Elizabeth Include un reimbursed medical expenses. ITEM NUMBER I 2 3 DESCRIPTION State Employees' Retirement System (refund of overpayment of retirement benefits) Susquehanna View Apartments (remainder of rent due) Mobile X-Ray Imaging, Inc. I FILE NUMBER 21 - 02 - 00584 TOTAL (Also enter on Line 10, Recapitulation) AMOUNT 142.98 165.00 29.77 337.75 REV.1513,EX+ (9-00) *' SCHEDULE J BENEFICIARIES I \ ~_I __ __ ___ __ !ALE NUMBER - -- - I 21-02-00584 AMOUNT OR SHARE OF ESTATE COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ----- ---- ---- -- ------ L ESTATE OF Books, Jennie Elizabeth NUMBER I 'I TAXABLE DISTRIBUTIONS (include outright spousal distributions) , Beverly Hower 1 6614B Carlisle Pike Mechanicsburg, P A 17055 I 2 I Carol Hollister 97 North Regency Woods , Carlisle, PA 17013 I NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY r RELATIONSHIP TO \ DECEDENT --+ ---.00_ Nollist TrustBe(s) -- _I I Daughter I I I 1,000.00 I. I \ Daughter I Iremainder of residuary estate Enter dollar amounts for distributions shown above on lines 15 through 18, as appropriate, on Rev 1500 cover sheet II. I NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT I BEING MADE lB. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS I ! TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET, LAST WILL AND TEST AMENT OF JENNIE ELIZABETH BOOKS I, JENNIE ELIZABETH BOOKS, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last Will and Testament and hereby revoke all other Wills and Codicils that I have made, including the Will dated May 11, 2000. FIRST: I direct that after my death my body be buried at the Longsdorf Cemetery in New Kingston, Pennsylvania. SECOND: I give and bequeath one-tenth (l/10) of my Estate, after payment of all expenses, including inheritance taxes, or One Thousand ($1,000) Dollars, whichever is less, to my daughter, BEVERLY HOWER, of Mechanicsburg, Pennsylvania, so long as she shall survive me by thirty (30) days. THIRD: I give, devise, and bequeath all the rest, residue, and remainder of my ~ Estate, of whatever nature and wherever situate, to my daughter, CAROL HOLLISTER, of ~ Carlisle, Pennsylvania, so long as she shall survive me by thirty (30) days. Should my daughter fail to survive me by thirty (30) days, but be represented by children then living, these children shall take, per stirpes, the share to which my daughter would have been entitled if then living. FOURTH: All interests of any beneficiary in the income or principal of this Estate, while undistributed and in the possession of my Executrix, even though vested and distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to pledge, assignment, conveyance, or anticipation. FIFTH: All inheritance, estate, and succession taxes (including interest and any penalties thereon) payable by reason of my death shall be paid out of and be charged generally against the principal of my residuary estate without reimbursement from any person. SIXTH: In addition to all rights and powers conferred by law, I authorize and empower my Executrix and her successors, in her absolute discretion and without necessity of obtaining court approval: A. To buy investments at a premium or discount. B. To hold property unregistered or in the name of a nominee. C. To give proxies, both ministerial and discretionary. D. To compromise claims. E. To join any merger, consolidation, reorganization, voting trUst plan, or any other concerted action of security holders and to delegate discretionary duties with respect thereto. F. To lend to, and buy from, my estate. G. To borrow and to pledge real and personal property as security therefor. H. To sell at public or private sale for cash or credit or partly for each, to exchange, or to lease for any period of time, any real or personal property, and to give options for sales, exchanges, or leases. I. To exercise any option permitted by law which she believes to be advantageous from the viewpoint of overall tax reductions, including, without limitation of the ~ , ~ ~ foregoing, power and authority to claim administration or other expenses either as income tax deductions or inheritance or estate tax deductions, without regard to whether they were paid from principal or income and without requiring adjustments between principal and income for any resulting effect on income or estate taxes, and a deduction of such expenses for income tax purposes shall be given effect in computing the respective shares of all persons interested in my estate set forth herein, even though the effect is to increase the share of one beneficiary or class of beneficiaries hereunder at the expense of another; and to make such adjustments, if any, between beneficiaries with respect thereto as she shall deem appropriate in view of the nature of the transaction and the amounts involved. J. To distribute in cash or in kind or partly in each. The powers granted hereunder shall be exercisable with respect to all real and personal property, including, but not limited to, income and principal held for minors or disabled beneficiaries at any time, until the actual distribution of all property. All powers, authorities and discretion granted here shall be in addition to those granted by law and shall be exercisable without leave of court. However, nothing herein shall be interpreted or construed to encourage, authorize, empower, or permit the Executrix to act or cause anyone to act in a manner contrary to or inconsistent with accepted standards of portfolio diversification and risk management. SEVENTH: I nominate, constitute, and appoint my daughter, CAROL HOLLISTER, as Executrix of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability of my daughter to act for whatever reason in this capacity, then I nominate, constitute, and appoint my grandson, JERRY GONZALEZ, of Mount Holly, Pennsylvania, as Executor of this, my Last Will and Testament. I direct that no representative named above shall be required to post security for the faithful performance of his/her duties in any jurisdiction insofar as I am able by law to relieve him/her of such obligation, Any of my representatives shall be entitled to reasonable compensation for the performance of the duties set forth here, IN WITNESS WHEREOF, I have hereunto set my hand and seal this H~ day of :r\A.tJt: , 2002, on this, the fourth of four typewritten pages, I have also signed on the left-hand margin of the fust tluee pages for purposes of identification only, ~rtl~"-L_~ ~If't~ NI L ABETH K SIGNED, PUBLISHED, and DECLARED by the Testatrix, JENNIE ELIZABETH BOOKS, as 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, ~~ l('. W,......./" ~I{ 4ULtoIV;6vol j)Q.. ~c.k""c..sb"'j, -i).A 11oS~ l T AVlRt"'AL'O OR. 0\.. c1o(,,) ACKNOWLEDGMENT Commonwealth of Pennsylvania County of Cumberland I, JENNIE ELIZABETH BOOKS, Testatrix, whose name is signed to the attached instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. ~(/~h p~ NN E LI ABET OaKS Sworn or affirmed to and subscribed before me by JENNIE ELIZABETH BOOKS, the Testatrix, thisjj reA.. day of ~-......- ,2002. ~~ Q. ~jl... JL../ Notary Public Notarial Seal Pabicia A. Meek, Nola1y Public Middlesex Twp, CumbeI1and County My Commission Expires Nov. 8, 2005 Member, ~0l'\C10yI>It.nI_ OtNolarles AFFIDA VIT Commonwealth of Pennsylvania County of Cumberland We, Debra K. Wallet and ~u"''1 (" 0 ",""to A'~ ~ , the witnesses whose names are signed to the attached instrument, being duly qualified according to law, depose and say that we were present and saw the Testatrix sign and execute the instrument as her Last Will and Testament; that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testatrix signed the Will as witnesses; and that, to the best of our knowledge, the Testatrix was at that time 18 years of age or older, of sound mind, and under no constraint or undue influence. U>~ K . w.....:...,... \4~ ~~ Sworn or affIrmed to and subscribed to before me byu.. k K .l.Vo-.Q.~ and h %"'dC"........e.....ct ,witnesses, this ~ day of \{J..u.-",-,-- , 2002. C)a,r-~~Q. ~ Notary Public NolariaI Seal Patricia A. Med<. Notary PublIc Middlesex Twp. QJmber1and County My CommisSiOn Expires Nov, 8, 200ll Merrber, Pennsylvania Assodlltlon or NolA~~ BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA No. 2002-00584 FIRST AND FINAL ACCOUNT AND PROPOSED SCHEDULE OF DISTRIBUTION of CAROL HOLLISTER, Executrix For ESTATE OF JENNIE ELIZABETH BOOKS, Deceased, Late of Carlisle, Pennsylvania Date of Death: Date of Executrix's Appointment: Advertisement of Grant of Letters: Accounting for the Period: June 13, 2002 June 24, 2002 Cumberland Cty. Law Journal - June 13, 20, 27, 2003 The Patriot-News - June 17, 24, July 1, 2003 June 24, 2002 to March 25, 2004 PURPOSE OF ACCOUNT: Carol Hollister, Executrix, offers this AccoUnt to acquaint interested parties with the transactions that have occurred during her administration. The Account also indicates the proposed distribution of the Estate. It is important that the Account be carefully examined. Requests for additional information or questions or objections can be discussed with: Debra K. Wallet, Esquire 24 N. 32nd Street Camp Hill, PA 17011 I.D.//23989 (717) 737-1300 SUMMARY OF ACCOUNT Page Current Value Fiduciary Acquisition Value Proposed Distribution to Beneficiaries 4 $5,589.52 PRINCIPAL Receipts Less Disbursements Debts of Decedent Funeral Expenses Administration Expenses Federal and State Taxes Fees and Commissions $337.75 430.00 432.97 758.99 1,030.00 $19,249.85 $2,989.71 Principal Balance on Hand INCOME Receipts Income Balance on Hand 3 $16,260.14 $166.26 166.26 Balance Before Distributions Distributions to Beneficiaries 4 $16,426.40 $10,836.88 Combined Balance on Hand $5,589.52 RECEIPTS OF PRINCIPAL Assets Listed in Inventory: (Value as of Date of Death) Cash and Bank Deposits: Commerce Bank 100 Senate Avenue Camp Hill, PA 17011 Checking Acct. #0513107607 Savings Acct. #0616101599 Cash in possession of decedent Tangible Personal Property: Proceeds from auction of personal belongings Refunds: $6,821.88 10,210.67 232.45 $17,265.00 77.00 20.00 $447.85 Nationwide Insurance refund Susquehanna View Apartments (security deposit refund) Audiologic Consultants refund 1,440.00 $1,537.00 TOTAL ASSETS LISTED IN INVENTORY: $19,249.85 DISBURSEMENTS OF PRINCIPAL Debts of Decedent: State Employees' Retirement System (refund of overpayment of retirement benefits) Susquehanna View Apartments (remainder of rent due) Mobile X-Ray Imaging, Inc. $142.98 165.00 29.77 $337.75 Funeral Expenses: James R. Gingrich Memorials Longsdorf Cemetery (opening of grave) $80.00 350.00 $430.00 Administration Expenses: Probate Fees Cumberland Law Journal (advertisement of grant of letters) The Patriot-News (advertisement of grant of letters) Photocopies, postage, etc. Reserve for Filing of Account $104.00 75.00 78.97 50.00 125.00 $432.97 Federal and State Taxes: PA Inheritance Tax 2002 PA fiduciary Taxes 2003 PA fiduciary taxes Reserves for 2004 PA fiduciary taxes Fees and Commissions: Debra K. Wallet, Esq. - Atty. fees Wagner's Tax Service $752.99 2.00 2.00 2.00 $1,000.00 30.00 $758.99 $1,030.00 Interest 2002 Estate Checking Account 2003 Estate Checking Account RECEIPTS OF INCOME $83.29 82.97 TOTAL RECEIPTS OF INCOME: $166.26 DISTRIBUTION TO BENEFICIARIES TO: Carol Hollister 97 North Regency Woods Carlisle, PA 17013 05/07/03 Cash Distribution $1,000.00 07/23/03 Cash Distribution 2,657.76 08/28/03 Cash Distribution 1,000.00 09/04/03 Cash Distribution 1,000.00 09/25/03 Cash Distribution 3,633.12 10/21/03 Cash Distribution 1,546.00 TOTAL DISTRIBUTION TO BENEFICIARIES: $10,836.88 PROPOSED DISTRIBUTION TO BENEFICIARIES TO: Beverly Hower 6614B Carlisle Pike Mechanicsburg, PA 17055 $1,000.00 Carol Hollister 97 North Regency Woods Carlisle, PA 17013 4,589.52 TOTAL PROPOSED DISTRIBUTION TO BENEFICIARIES: $5,589.52 4 NOTICE IS HE RElY GIVEN thef letters t#lanlatte'y hav~ I.~. gri. f.~ la ~ f~l ~- lng ~. All ~ ~1~ ~ ~ ~ ~e r~lr~ ~ ~ ~t; ~ ~ h~- lng claims er ~ ~ ~nt ~e ~ wl~ ~lay ~ ~ ex~lx on h~ a~y. ESTATE OF JENNIE ELI~BETH B~K~ t~ ~ Cum~rl~ ~n~, P~lyl- vanla, dl~ J~ 1~ ~. Carol Hollls~r, Ex- -rix. A~y: ~tro K. ~11~, E~ulre, ~ Nor~ 32nd Strut, Camp Hill, P~yl~- nla 1~11. E THE PATRIOT NEWS THE SUNDAY PATRIOT NEWS Proof of Publication UnderAct No. 587, Approved May 16, 1929 Commonwealth of Pennsylvania, County of Dauphin} ss Joseph A. Dennison, being duly sworn according to law, deposes and says: That he is the Asst. Controller of The Patriot News Co., a corporation organized and existing under the laws of the Commonwealth of Pennsylvania, with its principal office and place of business at 812 to 818 Market Street, in the City of Harrisburg, County of Dauphin, State of Pennsylvania, owner and publisher of The Patriot-New,~ and The Sunday PatriQt-News newspapers of general circulation, printed and published at 812 to 818 Market Street, in the City, Cou.nty and State aforesaid; that The Patriot-News and The Sunday Patriot-News were established March 4th, 1854, and September 18th, 1949, respectively, and all have been continuously published ever since; That the printed notice or publication which is securely attached hereto is exactly as printed and published in their regular daily and/or Sunday/Metro editions which appeared on the 17th and 24th day(s) of June and the 1st day(s) of July 2003. That neither he nor said Company is interested in the subject matter of said printed notice or advertising, and that all of the allegations of this statement as to the time, place and character of publication are true; and That he has personal knowledge of the facts aforesaid and is duly authorized and empowered to verify this statement on behalf of The Patriot-News Co. aforesaid by virtue and pursuant to a resolution unanimously passed and adopted severally by the stockholders and board of directors of the said Company and subsequently duly recorded in the office for the Recording of Deeds in and for said County of Dauphin in Miscellaneous Book "M", Volume 14, Page 317. PUBLICATION onto '~ befor.~his~ !0th day~~ A.D. co.¥ .......... ......... TerryL. Russe~l, Nota.ry. Public r--"-" ~ ~ ~.'/ '~ ~"/--~'// ~%~.~.,.~s~b.u~l~,'..n.~C-~tY~ / NO;FARY PUBLIC - ........ ~' ' / My commission expires June 6, 2006 Member, Pennsylvania associatJo~ Of Nolafies DEBRA K. WALLET 24 N. 32ND STREET CAMP HILL, PA. 17011 Statement of Advertising Costs To THE PATRIOT-NEWS CO., Dr. For publishing the notice or publication attached hereto on the above stated dates Probating same Notary Fee(s) Total $ 77.22 $ 1.75 $ 78.97 Publisher's Receipt for Advertising Cost The Patriot News Co., publisher of ]'he Patriot-News and The Sunday Patriot-News, newspapers of general circulation, hereby acknowledge receipt of the aforesaid notice and publication costs and certifies that the same have been duly paid. PROOF OF PUBLICATION OF NOTICE IN CUMBERLAND LAW JOURNAL (Under Act No. 587, approved May 16, 1929), P. L. 1784 STATE OF PENNSYLVANIA : : COUNTY OF CUMBERLAND : S$. Lisa Marie Coyne, Esquire, Editor of the Cumberland Law Journal, of the County and State aforesaid, being duly sworn, according to law, deposes and says that the Cumberland Law Journal, a legal periodical published in the Borough of Carlisle in the County and State aforesaid, was established January 2, 1952, and designated by the local courts as the official legal periodical for the publication of all legal notices, and has, since January 2, 1952, been regularly issued weekly in the said County, and that the printed notice or publication attached hereto is exactly the same as was printed in the regular editions and issues of the said Cumberland Law Journal on the following dates, viz: JUNE 13,20,27,2003 Affiant further deposes that he is authorized to verify this statement by the Cumberland Law Journal, a legal periodical of general circulation, and that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statements as to time, place and character of publication are true. Books, Jennie Elizabeth, dec'd. Late of Cumberland County. Executrix: Carol Hollister. Attorney: Debra K. Wallet, Es- quire, 24 North 32nd Street, Camp Hill, PA 17011. ~a'Mar~ e -Coyn/Editor SWORN TO AND SUBSCRIBED before 27 day of JUNE, 2003_ me this CAROL HOLLISTER, Executrix under the Last Will and Testament of JENNIE ELIZABETH BOOKS, deceased, hereby declares under oath that she has fully and faithfully discharged the duties of her office; that the foregoing First and Final Account is true and correct and fully discloses all significant transactions occurring during the accounting period; that all known claims against the estate have been paid in full; that, to her knowledge, there are no claims now outstanding against the Estate; and that all taxes presently due from the estate have been paid. / Carol Hollister, Executrix Estate of Jennie Elizabeth Books SWORN AND SUBSCRIBED by Carol Hollister before me this ..~ ~' day of March, 2004. Notary PulJlic COMMONWEALTH OF PENNSYLVANIA IVly C(xnmission F_x~res Oct. 27, 2007 Member, Pennsylvania Association Of Notaries q' ~ q" 0 '-~ A,;cour'..t Confi:msd absolutely and distribution decreed in accordance wi~h proposed $ched- ale of di.trlbution herewith. BY the IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION No. 2002-00584 ESTATE OF JENNIE ELIZABETH BOOKS, Deceased, Late of Carlisle, Pennsylvania FIRST AND FINAL ACCOUNT AND PROPOSED SCHEDULE OF DISTRIBUTION DEBRA K. WALLET 24 N. 32nd STREET CAMP HILL, PA 17011 PHONE: (717) 737-1300 ~ ~~- ~~- ~ 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 REV-1547 EX AFP (R1-037 ~~ - DATE - 04-21-2003 ~-,__ _ _ E5~'A3E OF BOOKS JENNIE E DATE OF DEATH 06-13-2002 FILE NUMBER 21 02-0584 .Q3 ~R 2gC0~~~~ CUMBERLAND DEBRA K WALLET ACN 101 D K WALLET LAW OFFICES Anount Remitted 24 N 32ND ST ~ --.i _, ~, CAMP HILL PA 17011 ~,t~tYt`~ ~~ - . MAKE CHECK PAYABLE AND REMIT PAYMENT T0: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE - RETAIN LOWER PORTION FOR YOUR RECORDS ~ --------------------------------------------------- -------------------------- ---------------------------------- REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE 0 DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BOOKS JENNIE E FILE N0. 21 02-0584 ACN 101 DATE 04-21-2003 TAX RETURN WAS: (X) ACCEPTED AS FILED ( l CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN , Op NOTE: To insure proper 1. Real Estate (Schedule A) (11 (2) ,00 credit to your account, 2. Stocks and Bonds (Schedule B) ,00 submit the upper portion 3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 of this form with your 4. Mortgages/Notes Receivable (Schedule D) (4) 19 249.85 tax payment. 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) ~ ,00 6. Jointly Owned Property (Schedule F) (6) (~) .00 7. Transfers (Schedule G) 19,249.85 (8) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS: 1,594.00 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 337.7 5 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) (11) 1 .931 .75 11. Total Deductions 17 , 318.10 (12) 12. Net Value of Tax Return .00 13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 17,318.10 (14) 14. Net Value of Estate Subject to Tax NOTE: If an assessment was issued previously, lines 14, 15 andior 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: .00 X 00 = .00 15. Anount of Line 14 at Spousal rate (15) 17,318.10 X 045 = 779.31 16. Amount of Line 14 taxable at Lineal/Class A rate (16) 00 12 - .00 17. Anount of Line 14 at Sibling rate (l~) . 00 X _ 15 .00 Anount of 18 Line 14 taxable at Collateral/Class B rate (18) . X = 31 779 . (191= . 19. Principal Tax Due TAX CREDITS' + AMOUNT PAID DATE nunneR 09-12-2002 CD001615 03-12-2003 CD002283 REST/PEN PAID (-) 26.32 500.00 .00 252.99 TOTAL TAX CREDIT 779.31 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE .00 * IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN S1, NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ~;f 0~ Name of Decedent: ISate of Death: STATUS REPORT UNDER RULE 6.12 Jennie Elizabeth Books June 13, 2002 Will No . 2002-00584 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete : June 30, 2003 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 any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvoflthef0=°bans'oCourtoandlmaycbenattachedetolthiswreporte Cerk P Date: 3/12/03 ~'~'^~' ~~- Signature Debra K. Wallet, Esq. Name (Please type or print) 24 N. 32nd St., Camp Hill, PA 17011 Address 717 1 737-1300 Tel. No. Capacity: Personal Representative ~_Counsel for personal representative PHONE: (717) 737-1300 .~ao~ L~ffiees of DEBRA K. WALLET 24 N. 32nd STREET CAMP HILL, PA 17011-2917 E mail: Wallctdcb@aol.com FAX: (717) 761-5319 May 17, 2004 Glenda F. Strasbaugh, Register of Wills Cumberland County Courthouse 1 Courthouse Square Carlisle, PA 17013 Re~ Estate of Jennie Elizabeth Books Will No. 2002-00584 Dear Ms. Strasbaugh: Enclosed is the final Status Report Under Rule 6.12 for filing in the above-captioned estate. I have also enclosed a copy to be stamped in and returned in the enclosed pre-addressed envelope. Thank you. Sincerely yours, Debra K. Wallet DKW/nunl Enc. cc: Carol Hollister, Executrix STATUS REPORT UNDER RULE 6.12 Name of Decedent: Jennie Elizabeth Books Date of Death: June 13, 2004 Will No. 2002-00584 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court.Rules, I report the following with respect to completion of the administration of the above-captioned estate: State whether administration of the estate is complete: Yes x No 2.. If the answer is No, state when the personas 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 X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informa!.ly to the parties in interest? Yes No d. Copies of receipts, releases, joinders and' approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. Date: 5/17/04 (MAH:rmf/AM3) Si~ha~ure Debra K. Wallet, Esq. Name (Please type or print) 24 N. 32nd St., Camp Hill, PA 17011 Address (717) 737-1300 Tel. No. Capacity: x __Personal Representative __Counsel for personal representative