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Home My WebLink About02-0477 Estate of GRACE REESE SCHUYLER also known as V. GRACE R.. SCHUYLER, Deceased. PETITION FOR PROBATE and GRANT OF LETTERS ~g:' ~':'~~~ 417 Register of Wills for the County of Cumberland in the Commonwealth of Pennsylvania Social Security No. 174-20-8500 The petition of the undersigned respectfully represents that: Your petitioner, who is 18 years of age or older, is the executrix named in the last will of the above decedent, dated October 26, 1998. (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 48 Parsonage Street, Borough of Newville. (list street. number and municipality) Decedent, then 90 years of age, died April 29, 2002, at Carlisle Regional Medical Center, Carilisle, Pennsylvania. 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 Decedent 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: 48 Parsonage Street, Newville, Pennsylvania $ $ 60,000.00 0.00 $ 70,000.00 WHEREFORE, petitioner respectfully requests the probate presented herewith ana the grant of letters testamentary thereon. (testamentary; administration c,La.; administration d.h.n.c.t.a.) of the last will ~~" J.~t Grace R. Schuyler 3 Coventry Close Camp Hill, Pennsylvania 17011 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND OATH OF PERSONAL REPRESENTATIVE } ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal representative(s) of the above decedent, petitioner(s) will well and truly administer he estate according to law. Sworn \<J.or affirmed and subscribed before me c..._5hi~difYOf~. ,~002. 7T;a,~'. TUl..l!k, .o"t .~ __.-UJ,~lj,. I , g~~~ No. 21-02-477 SHUYLE..R Estate of r.r""", 'R...,.",p ~,...nllyl pr a/k/ a V. GRACE R. , ueceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW MAY 16. J<W 7001 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 n....tcnhPr 7E; r lQQR described therein be admitted to probate and filed of record as the last will of Grace Reese Sch~ler a/k/a V. GRACE R. SCHUYLER and Letters 'l'p",tc"mPntc"ry are hereby granted to Grace R. Schuyler ~ crJhlt~.<Ji I. (l,(J.:;V:;di.u; Q, f)/J~ U Register of Wills FEES Probate, Letters, Etc. ......... $235.00 Short Certificates( 4) . . . . . . . . .. $ 30.00 ~ .E.2\':\'RA..~G1?..4.. $ 12.00 JCP $ 5.00 TOTAL _ $282.00 Filed . .~Y. .l.Ii. . ;l.o.Q~. . . . . . . . . . . . . . . . . . . C'.,eQrge A. Vaughn. III. 25650 ATTORNEY (Sup. Ct. J.D. No.) 3904 Trindle Road, Camp Hill, PA 17011 ADDRESS (717) 975-9102 PHONE MAILED TO ATTORNEY MAY 16. 2002 ~- ,..... ;;-/' . CJ I......; \. ..J --.l 21-02-477 LAST WILL AND TESTAMENT OF GRACE REESE SCHUYLER I, GRACE REESE SCHUYLER, now domiciled in Cumberland County, Pennsylvania, declare this to be my Last Will and Testament. I revoke all other Wills and Codicils that I may have previously made. Article I My just debts and expenses of my last illness, funeral, and administration of my estate shall be paid by my Executor from the principal of my residuary estate as soon as practicable after my death. Article II All inheritance, estate, and succession taxes (including interest and penalties thereon, but not including any generation skipping tax) 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. This provision is not a waiver of any right which my Executor has to claim reimbursement for any such taxes which become payable as the result of any property over which I have the power of appointment. Article III I give, devise and bequeath in accordance with any memorandum which I have either handwritten or signed, located with my will or with my valuable papers and found within 30 days of the probate of my will. Gifts may only be to persons who survive me or to organizations which exist at my death, and if there is a conflict, the memorandum having the latest date shall govern. Article IV All the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate, I give, devise and bequeath IN EQUAL SHARES to my son, GEORGE L. SCHUYLER, of Frederick, Maryland, and to my daughter, GRACE R. SCHUYLER, of Cumberland County, Pennsylvania. If GEORGE L. SCHUYLER and/or GRACE R. SCHUYLER predeceases me or fails to survive me by thirty (30) days, then I give his or her share to the remaining child. I direct that my daughter, GRACE R. SCHUYLER, be given first option to purchase my real property. If GRACE R. SCHUYLER refuses to purchase the property, then I direct that my son, GEORGE L. SCHUYLER, be given the second option to purchase my real property at fair market value. 2 Article V I nominate, constitute, and appoint GRACE R. SCHUYLER to act as Executrix of my Last Will and Testament. In the event of GRACE R. SCHUYLER's renunciation, death, or inability to act, for any reason whatsoever of my Executrix, I nominate, constitute, and appoint GEORGE L. SCHUYLER Executor of my Last Will and Testament. I hereby relieve my Executor, whether original, substitute, or successor, from the necessity of posting security in connection with their duties as such in any jurisdiction in which he/she may be called upon to act so far as I am able by law to do so. My Executrix shall receive reasonable compensation for services rendered to my estate. Article VI In addition to the powers conferred by law, I authorize my Executrix, in her absolute discretion: (a) to retain in the form received and to sell either at public or private sale, any real estate or personal property except that which I specifically bequeath herein, (b) to manage real estate, (c) to invest and reinvest in all forms of property without being confined to legal investments, and without regard to the principal of diversification, (d) to exercise any option or right arising from the ownership of investments, (e) to compromise claims without court approval and without consent of any beneficiary, (f) to file any federal income tax return for any year for which I have not filed such return prior to my death, 3 (g) to make distributions in cash or in kind, or in both, and to determine the value of any such property, (h) to employ any attorney, investment advisor, or other agent deemed necessary by my Executor; and to pay from my estate reasonable compensation for all their services, and (i) to conduct along with or with others, any business in which I am engaged in or have an interest in at the time of my death. IN WITNESS WHEREOF, I, GRACE REESE SCHUYLER, hereby set my hand to this my Last Will and Testament, on this .21,tP; day of m~~19 iff at Harrisburg, Pennsylvania. h, /V~7flN/~ /eb~d~ GRACEREESESCBuYLE~ In our presence, the above-named GRACE REESE SCHUYLER signed this and declared this to be her Last Will and Testament and now at her request, in her presence, and in the presence of each other, we sign as witnesses. Name ~/I!tuZ V ~J~ CIlJAul/h'} 0/6/ Address f{tlt:; .Ju_1h~ U.) I-+~I fA :#jS~1 7i-IJm~ e( ~ ~1 4 I, GRACE REESE SCHUYLER, Testator, who signed the foregoing instrument, having been duly qualified according to law, acknowledge that I signed and executed this instrument as my Last Will and Testament, and that I signed it willingly as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by GRACE REESE SCHUYLER, the Testator, this . day ofC--~-,-,1.21t Jw~~~~~ GRACEREESESCHUYL N01'NlW. SIAl JAN L 1IOWl'\ ......, ""'..ac l '-,...... ''''~ OlNpilln Co~ ,,, . Mr c...,~ e.p... ~ 2Cl. 2OCO My Commission Expires: We, the undersigned witnesses who signed the foregoing instrument, being duly qualified according to law, depose and say that we were present and saw the Testator sign and execute this instrument as her Will; that she signed and executed it willingly as her free and voluntary act for the purposes therein expressed; that each of us in her sight and hearing signed the Will as witnesses, and that to the best of our knowledge, that she was at that time eighteen (18) years or more of age, of sound mind, and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me :l~:n:;~ll FLn}he;;~ witnesses, this 2~ da~r~9q~ cA~k a ~1-'p~~ Witness ca4/f/q ~ ---/ Wit ess 6 -~ My Commiss NOT"-'lW. seAl. JIoN L IRQWf'4 ....., IV.lIe '- ,.,... '.... o..",lln c... ,,, .... Co.. '1' ..... __ 20. 2OCO 5 (: CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Date of Death: Admin. No. Grace Reese Schuyler April 29, 2002 2002-00477 To the Register of Wills: 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 beneficiaries ofthe above-captioned estate as set forth on Schedule A attached hereto on June 4, 2002. Notice has now been given to all persons entitled thereto under Rule 5.6(a) except those persons identified on Schedule B attached hereto Date: July 9, 2002 SCHEDULE A George 1. Schuyler 1 Broad Street Newville, P A 17241 Grace R. Schuyler 3 Coventry Close Camp Hill, PA 17011 George A. Vaughu, III Attorney at Law 3904 Trindle Road Camp Hill, Pennsylvania 17011 (717) 975-9102 FAX (717) 975-9105 y July 26, 2002 HAND DELIVERED Mary C. Lewis, Register of Wills Cumberland County Court House Carlisle, P A 17013 RE: Estate of Grace Reese Schuyler No. 2002-477 Mrs. Lewis: Enclosed is a check in the amount of $7,000.00 payable to your office for the estimated inheritance tax liability for this estate. Since Mrs. Schuyler died on April 29, 2002, this payment qualifies for the discount for early prepayment of the tax. Kindly process this payment accordingly and forward to me your Official Receipt in due course. Thank you. i. ruly.y~OUrs, ,~~ ;:::/ ( George A. Vaughn, III Attorney at Law GA V /msf Enclosure cc: Grace R. Schuyler, Esq. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1162 EX(11-961 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT SCHUYLER GRACE R 3 COVENTRY CLOSE CAMP HILL, PA 17011 ---~---- fold ESTATE INFORMATION: SSN: 174-20-8500 FILE NUMBER: 2102-0477 DECEDENT NAME: SCHUYLER GRACE REESE DATE OF PAYMENT: 07/26/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 04/29/2002 NO. CD 001449 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $7,000.00 I I I I I I I I TOTAL AMOUNT PAID: $7,000.00 REMARKS: C/O GEORGE A VAUGHN III CHECK#166 SEAL INITIALS: SK RECEIVED BY: REGISTER OF WILLS MARY C. LEWIS REGISTER OF WILLS \, /-'/-67"';u BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISlON VEPT. 280601 HARRISBURG. PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEKENT~ ALLOMANCE OR DISALLOMANCE OF DEDUCTION~, AND ASSESSKENT OF TAX ON JOINTLY HELD OR TRUST ASSETS REY-1541l EX AFP (01-05) GEORGE L SCHUYLER 48 PARSONAGE ST NEWVILLE PA 17241-1314 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 06-16-2003 SCHUYLER 04-29-2002 21 02-0477 CUMBERLAND 174-20-8500 02133092 GRACE R Amount Remitted 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-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 06-16-2003 ESTATE OF SCHUYLER GRACE R DATE OF DEATH 04-29-2002 COUNTY CUMBERLAND FILE NO. 21 02-0477 TAX RETURN WAS: S.S/D.C. NO. 174-20-8500 (X) ACCEPTED AS FILED () CHANGED JOINT OR TRUST ASSET INFORMATION ACN 02133092 FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT NO. 87008141016539 TYPE OF ACCOUNT: DATE ESTABLISHED ( ) SAVINGS ( ) CHECKING ( ) TRUST ()() TIME CERTIFICATE 12-16-1997 Account Balance Percent Taxable Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate Tax Due X 1,774.89 0.500 887.45 .00 887.45 .15 133.12 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." x TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) INTEREST IS CHARGED THROUGH 06-24-2003 TOTAL TAX CREDIT .00 AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE 133.12 REVERSE SIDE OF THIS FORM INTEREST AND PEN. 2.66 TOTAL DUE 135.78 . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. . ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ( CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. ) STATUS REPORT UNDER RULE 6.12 Name of Decedent: Grace R. Schuyler Date of Death: April 29, 2002 Will No.: 2002-00477 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 [~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: October 1, 2004 3. If the answer to No. 1 is Yes, state the following: ao Did the personal representative file a final account with the Court? Yes _ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes ~-] No [--] Date: lq_arch c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to this repgrt. Sig~ture - Geroqe A. Vauqhn. III Name ' 'ii.!{ Address Capacity: 717-975-9102 14411: PA 17011 Telephone No. [-] Personal Representative ~ounsel for personal representative George A. Vaughn, III Attorney at Law 3523 September Drive, #6 Camp Hill, Pennsylvania 1 7011 (717) 975-9102 FAX (717) 975-9105 January7,2005 Glenda Farner-Strasbaugh Register of Wills One Court House Square Carlisle, PA 17013 RE: Estate of Grace Reese Schuyler No. 2002-477 Dear Mrs. Strasbaugh: Enclosed are two executed counterparts of the Pennsylvania inheritance tax return for the above-referenced estate. The estimated tax liability of the estate was prepaid in the discount period, and according to the return as prepared, a small refund is due. Therefore, no tax payment accompanies this return. Also enclosed for filing is an inventory for the estate. A check in the amount of $30.00 to pay the filing fees for these documents is also enclosed. If you have any questions or need anything further, please do no hesitate to contact me. GV/bn Enclosures (4) cc: Grace R. Schuyler, Esq. Very_truly ~ours, Attorney at Law Register of Wills of CUMBERLAND INVENTORY County, Pennsylvania Estate of Grace Reese Schuyler also known as V. Grace R. Schuyler , Deceased No. 2002-477 Date of Death 04/29/2002 Social Security No. 174- 20 - 8500 Grace R. Schuyler, 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 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 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 ANe 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. Name of Attorney: I.D. No.: Address: Geor~;e A. VauF~hn III Signature: 25650 Signature: 3523 September Drive, ~f6 Address: Camp Hill, PA 17011 Telephone: 717/975-9102 Personal Representative e R. Schuyler 3 Coventry Close Camp Hill, PA 17011 Telephone: 717/732- 7722 Dated: // -- ~'"--- ~ ~-- Description (See continuation page(s) attached) (Attach additional sheets if necessary) Value Total: 141,380.88 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #Ri-7 (199z) Estate of: Date of Death: County: INVENTORY Grace Reese Schuyler 04/29/2002 Cumberland CASH: Swaim Health Center - Credit owed decedent as of date of death U.S. Treasury Refund of 2002 federal income taxes 592.88 600.00 PERSONAL PROPERTY: Miscellaneous tangible personal property Spring Hill Cemetery Association, Shippensburg, PA - Three grave spaces owned by decedent REAL ESTATE/PA: Single-family brick and frame dwelling house with outbuildings located at 48 Parsonage Street, Borough of Newville, Cumberland County (Deed Book Z, Volume 13, Page 128) 14,288.00 900.00 125,000.00 1,192.88 15,188.00 125,000.00 -1- TOTAL RECEIPTS OF PRINCIPAL ............... 141,380.88 -2- REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21-02-477 COUNTY CODE YEAR N U M BE R DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Schuy[er Grace Reese~ 174-20-8500 DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPMCATE WITH THE 04/29/2002 01/11/1912 REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER (d .ate .of .cl~e a.t 3. Remainder Return pnor[o 5. Federal EstateTax Return Required 0 8. Total Number of Safe Deposit Boxes D E C E D E N T R 5. E C A 6. P I T U 7. L A T 8. I O 9. N 10. 11. 12. 13. 14. C O M CAPB HpRL =plO ~R^C TK KOEs cg T I O N 1. Original Return 2. SupplementaIReturn 4. Limited Estate 4a. Future lnterest Compromise (date of death after lZ-12-82) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) ~U 9. Litigation Proceeds Received [~ 10. SpousaI Poverty Credit (date of death between 12-31-9 t and 1 - 1-95) Election to tax under Sec. 9113(A) (Attach Sch O) NAME Ceorge A. Vaughn III FIRM NAME (If Applicable) TELEPHONE NUMBER 717/975- 9102 COMPLETE MAILING ADDRESS 3523 September Drive, Camp Hill, PA 17011 #6 125,000.00 None None None 16,380.88 63,866.92 None 51,835.32 998.94 OFFICIAL USE ONLY (11) 52,834.26 (12) 152,413.54 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole-Proprietorship Mortgages & Notes Receivable (Schedule D) (4) Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) Jointly Owned Property (Schedule F) (6) r-~ Separate Billing Requested Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) Total Gross Assets (total Lines 1-7) Funeral Expenses & Administrative Costs (Schedule H) (9) Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) Total Deductions (total Lines 9 & 10) Net Value of Estate (Line 8 minus Line 11 ) Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been (13) made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (14) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) X .0 0 (15) 16. Amount of Line 14 taxable at lineal rate 152,413.54 X .0 45 (18) 17. Amount of Line 14 taxable at sibling rate X .12 (17) 18. Amount of Line 14 taxable at collateral rate X .15 (18) 19. Tax Due (19) 152,413.54 0.00 6,858.61 0.00 0.00 6,858.61 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 48 Parsonage Street CITY Newville STATE ?A ZIP 17241 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit El. Prior Payments C. Discount (1) 0.00 7,000.00 342.93 6,858.61 Interest/Penalty if applicable D. Interest E. Penalty Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) 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 (4) 5. tf 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 + 5A. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retaintheuseoril3comeofthepropertytransferred; ......................... ~ ~ b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. rece ve 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? ................................ r-'-I ~] 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? ................................ ~ ~1 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. 7,342.93 0.00 484.32 0.00 0.00 0.00 Under penalties of perjury, I declare that I have examined this return, Including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Grace R. Schuyler DATE _g -- 3 Coventry Close ./ . - ......................... SIG~dREOFPREPA~OTHE~ANREPRESENTATIVE Geor§e A. Vaughn III DATE ~/~. ~?//~~ 3523 September Drive, ~/6 ~ /~/~ ~ ~' /, C~p Hill, PA 17011 Fo~ da~s of death om o~ a~ 3u~y 1, 1994 amd before Oanuau 1, 1995, ~he tax ~a~e ~mposed om ~he .e~ va~ue of ~mms~em ~o o~ ~o~ ~he use o~ ~he su~vMn~ spouse ~s 3% [72 PS. 91 ~6 (a) (tl) Fo~ da~es o~ death om o~ a~e~ 3amua~ t 1995, ~he tax m~e ~mposed om ~he me~ va~ue o~ ~ams~s [72 P.S. 91 lB (a) (1.1) 00]. /he sta~u~e does .o~ exe~p~ a ~ams~et ~o a su~v~m~ spouse from tax, amd ~he sta~u~o~ ~equkemen~s ~o~ d~sc~osu~e of asse~s amd fi~.9 a tax ~e~um a~e sfi~; applicable eve. if ~he su~v~v~.~ spouse ~s ~be o.~y Fo~ da~es o~ death om o~ a~e~ 3u~y 1, 2000: Ybe tax ~a~e ~mposed om ~he ne~ va~ue o~ ~ans~em from a deceased ch~d ~wen~-ome yearn of a~e o~ youmge~ a~ death ~o o~ ~o~ ~he use of a .a~u~a~ pa~ent am adoptive pa~emt o~ a s~eppa~en~ o~ ~he ch~d N 0% [72 P.S. 9~ ~ (a) (1.2)]. Yhe tax ~a~e ~mposed om ~he me~ va~ue of ~mn~em [o o~ fo~ ~he use of ~he decedemfs ~.ea~ beneficiaries ~s [72 P.S. 9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in compri with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, I~. Form REV-I~ EX (Rev. 6-00) REV- 1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Grace Reese Schuyler SS~/ SCHEDULE A REAL ESTATE 174-20-8500 04/29/2002 FILENUMBER 21-02-477 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with ricjht of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Single-family brick and frame dwelling house with outbuildings 125,000.00 located at 48 Parsonage Street, Borough of Newville, Cumberland County (Deed Book Z, Volume 13, Page 128); value established by sale on August 12, 2004 (see copy of Settlement Statement attached) TOTAL (Also enter on line 1, Recapitulation) $ 125,000.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97) 08/11/2004 14:17 7172438227 BROUJOS & GILROY, PC PAGE 02 U.S. DEPARTMENT OF HOU~ & URBAN DEVELOI~JEflT 6. FILE NUMBER: I 7. LOAN NUMa-ER: P-137~37 SETTLEMENT STATEMENT 8~. MORTGAGE iN8 CASE NUMBER: ~, NAME AND A~DRES8 OF BORROWER: E. HAME AND AOORESS OF SELLER: F. f,..._:~e_ ANO ADDRESS OF LENDER: Robot G. Darius =nd E~ate of V, Grace SChuyler Idembem 1st Kathleen D. D~fius c/o Geo~e A. Vaughn, ti, Esquire 5000 Louise C:Mve 5319 Ed9e~0od D~ve Camp Hill, PA 11'011 Mecha~ic~bu~J, PA 17055 Alexandria, VA 22310 G. 'I~ROPERTY LOCATION; H. SI=! 1LEMENT AC;~[NT: 23-2267691 I. 8~=1 I LE?,~NT DATE: ~8 Parson~l® Street Broui~ & Gilroy. PC -- ^ugust 12, 2004 Newville, PA 17241 Cumberland County, Pennsylvania PLACE OF SETTLEMENT 4 North Haflvoer Street Cadi~M, PA 17013 103. --~- nt Charges to I~'~ower (U~e 1,400) 4,01921 ~' -~03_~_ ' ' 104, i 404. rlO?. C, oUntyTmvM O0/13/0~, to bl/01/0'~ _; 121.56 407. Count~?-=-- 05/13/04 tO 01/01/05 , 121.56 ~. ~ 05/t~04 to O?/01/OS 846.45 4O0. Sct~ 05/13~04 to 07/0t/05 84~.4~ t09. 409 .... 120. GRO~,~ AMOUNT DUE 'FI~M BORROVt~R ' 129,987.22 420. GROSS AMOUNT DUE TO SELI~R ' ' 12~,968.01_! 200. ~A_.._MOI~NTS PAID BY O~,._IN ~Lr OF BORR ,OWER: . ~Oe. K~t~TK?.~IS,IN AMOUffT DUE TO .S[d.t. ER; ,,, 20!. ~c.'earnestmor~ .... 2,0o0.oo ~. F.=ess~iHSee~nsu,,cbons} a02. Principa~ Amount of New Loanis) ~i~,750,00 S02. seme,T~C~to~l~l~) ..... i _ 8,819.74i 2(~. Exi.ti~ ioan(s) taken subjed to .... 503. Existi~ Io~n($) taken r,.bjed to , 208. 508. ~1210 ~ts For/t~rJ~ t/heart ~y Se~r ..... "-- A~U~mentsForltor~"Unea~lUV,Seller Cit~/Town Taxes to 510. C~j~rown Taxes Il) 211. County Taxes to 511. Couf~ Taxe~,, to 218. 518. "~20. TO?./..A~, 'pAID BY/FOR BORROWER ' 1'--20,750.00 820. TOTAL REDUCTION AMOUNT DUE SELLER e,819.74 301. Gmll~tountDue FromOormw~(une 12~,~) ......... 129~987.22 601. GrcesAmountOueToSeaer(LMe420) 125,9~6.01 302. I. du~AmountPaidSy/~, Bonower(IJne.,,2~,,) .... ( 120,750.00 602. I.e~ReductiomDueSallef(L.lneS20) ',( 8,819.74 uncllnligned hereby acknowledge receir~ of a ~ Gopy of p~ge$ t~ of this Mstef~t & any attac~ relBrmd to herein. Borrower 8elle~ i~b~t O. DaduS E~at~ of v. c~e schuy~ 88/11/2004 14:17 7172438227 E~OLUOS & GILROY, PC PAGE 03 ,802, Lo~n D4t~ount % to to Metr~re 'itt F~I C~ n~n Ce~tifled to l~ m tr~ copy. (P-1374371P-l~Td3'/15 ) REV- 1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Grace Reese Schuyler SS~/ SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY 174-20-8500 04/29/2002 FILENUMBER 21-02-477 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 2 3 4 Swaim Health Center - Credit owed decedent as of date of death U.S. Treasury Refund of 2002 federal income taxes Miscellaneous tangible personal property Spring Hill Cemetery Association, Shippensburg, PA - Three grave spaces owned by decedent 592.88 600.00 14,288.00 900.00 TOTAL (Also enter on line 5, Recapitulation) $ 16,380.88 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV- 1509 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Grace Reese Schuyler SS# SCHEDULE F JOINTLY-OWNED PROPERTY 174-20-8500 04/29/2002 FILENUMBER 21-02-477 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A. Grace R. Schuyler Esq. Daughter S. George L. Schuyler 3 Coventry Close Camp Hill, PA 17011 1 Broad Street Newville, PA 17241 Son JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE I~lude namof financiallnstitution and ~nk account number or similar Identi~ing numar. DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT Attachdeed for jointly-held r~l~tate. VALUE OF ASSET INTEREST DECEDENT'S INTERES 1 A 03/28/83 Allfirst Bank - Money 1,363.38 50.00% 681.69 Market Account; #0094230404 2 B 12/16/97 Allfirst Bank - Certificate 887.45 50.00% 443.73 of Deposit; #87008141016539 3 A 09/17/98 Allfirst Bank - Certificate 7,794.69 50.00% 3,897.35 of Deposit; #87008141247964 4 A 11/26/01 Farmers National Bank of 4,743.82 100.00% 4,743.82 Newville - Checking account; #2061597 5 A 10/19/01 Farmers National Bank of 1,099.15 100.00% 1,099.15 Newville - Money Market Account; #1595733 6 A 10/19/01 Farmers National Bank of 46,295.71 100.00% 46,295.71 Newville - Savings Account; #9111948 7 A 12/05/00 Farmers National Bank of 4,037.70 50.00% 2,018.85 Newville - Certificate of Deposit; #3990999; balance at date of death 8 A 06/30/98 M&T Bank; Certificate of 1,403.35 50.00% 701.68 Deposit #31003910136265 9 B 04/30/94 M&T Bank; Certificate of 7,969.87 50.00% 3,984.94 0.00 TOTAL(Alsoenteronline6, Recapitulation) $ 63,866.92 (if more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. 1-97) Estate of: Grace Reese Schuyler Soc Sec #: 174-20-8500 Date of Death: 04/29/2002 Continuation of Schedule F (Jointly Owned Property) Item Ltr for Date Description of property # Jt Ten Joint Total Val of Asset Decds Dollar Val of % Int Decds Interest Deposit #31003911165099 0.00 REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Grace Reese Schuyler SS~; SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 174-20-8500 04/29/2002 FILE NUMBER 21-02-477 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 1 2 3 4 4 FUNERAL EXPENSES: Dingledein Bakery - Memorial service coffee and cake Eby Granite Gravemarker expense Egger Funeral Home, Inc. - Professional funeral Funeral service honorariums paid to: Dr. Robert Total of Continuation Schedule(s) ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Grace R. Schuyler Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 3 Coventry Close City Cam}) [-lill State p_A. Year(s) Commission Paid: Attorney's Fees George A. Vaughn III Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant services Rhoades Zip l7011 Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Betty Hockensmith, Tax Collector - 2002-03 school real estate taxes Betty Hockensmith, Tax Collector - 2003 municipal real estate taxes Betty Hockensmith, Tax Collector - 2003-04 school real estate taxes Betty Hockensmith, Tax Collector - 2004 municipal real estate taxes after proration credit on sale of real estate (08/12/04) Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) $ 120.00 717.00 7,224.40 400.00 707.97 9,000.00 6,029.00 785.37 299.60 887.47 315.55 25,348.96 51,835.32 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Grace Reese Schuyler Soc Sec #: 174-20-8500 Date of Death: 04/29/2002 Continuation of Schedule H-A (Funeral Expenses) Item Description Amount 7 8 9 10 11 ($100.00); Reverend Kathryn Johnston ($100.00); Owen McCullough, organist ($100.00); and Sally Smith, soloist ($100.00) Image Arts Etc. Photo of decedent enlarged for memorial service John Eaken - Memorial service honorarium NOTE: In order to accommodate the large number of persons paying their respects to the decedent, a public memorial service was conducted in addition to a private funeral service limited to family members. Linda Brechbill - Professional hairdresser services (funeral) Reverend Myrtle McCall Memorial service honorarium Reverend Kathryn Johnston - Memorial service honorarium Reverend Fred Johnson - Memorial service honorarium Wayne Jones - Memorial service honorarium 282.97 50.00 25.00 100.00 100.00 100.00 50.00 707.97 Estate of: Grace Reese Schuyler Soc Sec #: 174-20-8500 Date of Death: 04/29/2002 Continuation of Schedule H-Bi (Personal Representative's Commissions) Item Description Amount Grace R. Schuyler - Executrix's commission 9,000.00 9,000.00 Estate of: Grace Reese Schuyler Soc Sec #: 174-20-8500 Date of Death: 04/29/2002 Continuation of Schedule H-B2 (Attorney's Fees) Item Description Amount 1 2 3 4 5 6 7 8 9 George A. Vaughn George A. Vaughn George A. Vaughn III George A. Vaughn III George A. Vaughn III George A. Vaughn III George A. Vaughn, III George A. Vaughn, III George A. Vaughn, III III - Payment of interim attorney's fee III Payment of interim attorney's fee Payment of interim attorney's fee Payment of interim attorney's fee Payment of interim attorney's fee Payment of interim attorney's fee Payment of interim attorney's fee Payment of interim attorney's fee Payment of interim attorney's fee 702 00 765 O0 570 O0 150 00 227 O0 690 00 585.00 840.00 1,500.00 6,029.00 Estate of: Grace Reese Schuyler Soc Sec #: 174-20-8500 Date of Death: 04/29/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 Betty Hockensmith, Tax Collector - 2004-05 school real estate taxes after proration credit on sale of real estate (08/12/04) Clauser Real Estate Fee for appraisal of decedent's real estate Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B ~eberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B. Heberlig - Lawn/snow removal services at decedent's house Dale B. Heberlig - Lawn/snow removal services at decedent's house Dale B. Heberlig Lawn/snow removal services at decedent's house Dale B. Heberlig Lawn/snow removal services at decedent's house 113.04 275.00 90.00 105.00 111.30 137.80 121.90 121.90 111.30 153.70 111.30 106.00 37.10 53.00 95.40 47.70 84.80 148.40 169.60 212.00 233.20 169.60 Estate of: Grace Reese Schuyler Soc Sec #: 174-20-8500 Date of Death: 04/29/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 27 28 29 30 31 32 33 34 35 36 37 38 39 40 41 42 43 44 45 46 47 48 Dale B. Heberlig Lawn/snow removal services at decedent's house Dale B. Heberlig - Lawn/snow removal services at decedent's house Dale B. Heberlig - Lawn/snow removal services at decedent's house Dale B. Heberlig - Lawn/snow removal services at decedent's house Dale B. Heberlig - Lawn/snow removal services at decedent's house Dale B. Heberlig - Lawn/snow removal services at decedent's house Dale B. Heberlig - Lawn/snow removal services at decedent's house Dale B. Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B Heberlig - Lawn/snow removal services at decedent's house Dale B. Heberlig - Lawn/snow removal services at decedent's house Dale B. Heberlig - Lawn/snow removal services at decedent's house Dale B. Heberlig - Lawn/snow removal services at decedent's house Dale B. Heberlig Lawn/snow removal services at decedent's house David Henson - Painting repairs to decedent's house David Henson - Painting repairs to decedent's house David Henson - Painting repairs to decedent's house Ebener & Associates Real estate broker sale commission 212.00 275.60 148.40 79.50 68.90 196.59 68.90 106.00 90.10 90.10 26.50 53.00 130.38 95.40 217.30 280.90 173.84 86.92 325.00 475.00 100.00 7,500.OO Estate of: Grace Reese Schuyler Soc Sec #: 174-20-8500 Date of Death: 04/29/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 49 5O 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 Elaine Keck - Cleaning of decedent's house Grace R. Schuyler Reimbursement to Executrix for fees/expenses advanced on behalf of estate Grace R. Schuyler - Reimbursement to Executrix for fees/expenses advanced on behalf of estate Grace R. Schuyler - Reimbursement to Executrix for fees/expenses advanced on behalf of estate Grace R. Schuyler - Reimbursement to Executrix for fees/expenses advanced on behalf of estate Grace R. Schuyler - Reimbursement to Executrix for fees/expenses advanced on behalf of estate Grace R. Schuyler - Reimbursement to Executrix for fees/expenses advanced on behalf of estate Grace R. Schuyler - Reimbursement to Executrix for fees/expenses advanced on behalf of estate Grace R. Schuyler - Reimbursement to Executrix for fees/expenses advanced on behalf of estate Hoover's Plumbing and furnace repairs to decedent's home, including installation of automatic water guage on furnace Hoover's Plumbing repairs to decedent's house Howard's Accounting - Fee for preparation of income tax returns JHS Enterprises - Repairs to decedent's house Keystone Termite ~ Extension of termite treatment warranty at decedent's house Kough's Oil Heating oil for decedent's home Kough's Oil Heating oil for decedent's home Kough's Oil Heating oil for decedent's home 410.00 15.90 169.29 1,226.61 173.94 185.93 570.15 168.18 52.43 668.11 158.50 165.00 135.92 101.76 49.70 16.72 41.58 Estate of: Grace Reese Schuyler Soc Sec #: 174-20-8500 Date of Death: 04/29/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 66 67 68 69 70 71 72 73 74 75 76 77 78 79 8O 81 82 83 84 Kough's Oil Kough's Oil Kough's Oil Kough's Oil Kough's Oil Kough's Oil Kough's Oil Heating oil for decedent's home Heating oil for decedent's home Heating oil for decedent's home Heating oil for decedent's home Heating oil for decedent's home Heating oil for decedent's home Heating oil for decedent's home Kough's Oil - Heating oil for decedent's home Kough's Oil - Heating oil for decedent's home Kough's Oil - Heating oil for decedent's home Kough's Oil - Heating oil for decedent's home Kough's Oil - Heating oil for decedent's home Michael Heberlig - Spouting repairs to decedent's house Nationwide Mutual Fire Insurance Premium for homeowner's insurance on decedent's house Nationwide Mutual Fire Insurance Premium for homeowner's insurance on decedent's house Nationwide Mutual Fire Insurance - Premium for homeowner's insurance on decedent's house Nationwide Mutual Fire Insurance - Premium for homeowner's insurance on decedent's house Newville Borough - Fee for trash placard Newville Water and Sewer Authority - Water and sewer service to decedent's house 144.07 74.52 283.78 105.70 58.63 29.92 47.52 56.04 60.00 253.98 264.88 172.88 206.80 375.50 483.00 483.00 474.00 45.00 104.61 Estate of: Grace Reese Schuyler Soc Sec #: 174-20-8500 Date of Death: 04/29/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 85 86 87 88 Newville Water and Sewer Authority - Water and sewer service to decedent's house 89 Newville Water and Sewer Authority - Water and sewer service to decedent's house 9O Newville Water and Sewer Authority - Water and sewer service to decedent's house 91 Newville Water and Sewer Authority - Water and sewer service to decedent's house 92 Newville Water and Sewer Authority - Water and sewer service to decedent's house 93 Newville Water and Sewer Authority - Water and sewer service to decedent's house 94 95 96 97 98 99 100 101 102 Newville Water and Sewer Authority - Water and sewer service to decedent's house Newville Water and Sewer Authority - Water and sewer service to decedent's house Newville Water and Sewer Authority - Final bill for water and sewer service to decedent's house PPL - Electric service to decedent's house PPL - Electric service to decedent's house PPL Electric service to decedent's house PPL Electric service to decedent's house PPL ~ Electric service to decedent's house PPL - Electric service to decedent's house PPL - Electric service to decedent's house PPL - Electric service to decedent's house PPL - Electric service to decedent's house 104.61 104.61 104.61 104.61 104.61 104.61 104.61 104.61 69.74 14.35 16.80 17.32 17.26 18.76 16.39 14.72 17.97 26.02 Estate of: Grace Reese Schuyler Soc Sec #: 174-20-8500 Date of Death: 04/29/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 PPL - Electric service to decedent's house PPL - Electric service to decedent's house PPL - Electric service to decedent's house PPL - Electric service to decedent's house PPL Electric service to decedent's house PPL Electric service to decedent's house PPL Electric service to decedent's house PPL - Electric service to decedent's house PPL - Electric service to decedent's house PPL - Electric service to decedent's house PPL - Electric service to decedent's house PPL - Electric service to decedent's house PPL - Electric service to decedent's house PPL - Electric service to decedent's house PPL - Electric service to decedent's house PPL - Electric service to decedent's house PPL Electric service to decedent's house PPL Electric service to decedent's house PPL - Electric service to decedent's house Recorder of Deeds - Real estate transfer tax paid by estate on sale of real estate Register of Wills - Filing fee for inheritance tax return 24.47 25.02 24.71 21.70 17.56 17.47 13.17 17.47 35.22 20.37 21.23 22.42 21.88 19.19 18.39 11.08 6.90 8.63 9.37 1,250.00 123 25.00 Estate of: Grace Reese Schuyler Soc Sec #: 174-20-8500 Date of Death: 04/29/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 124 125 126 127 128 129 130 131 132 133 134 135 136 137 138 139 140 141 142 143 144 145 Register of Wills Filing fee for inventory Spring Hill Cemetery Association, Shippensburg, PA - Fee for tree removal at cemetery spaces of decedent Sprint Telephone - Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house Sprint Telephone Telephone service to decedent's house Sprint Telephone Telephone service to decedent's house Sprint Telephone Telephone service to decedent's house Sprint Telephone Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house Sprint Telephone - Telephone service to decedent's house 16.00 75.00 28.55 28.55 27.75 27.79 27.79 27.79 29.52 29.42 30.81 29.54 29.79 29.38 29.17 35.22 32.37 30.19 31.95 30.02 32.18 31.58 Estate of: Grace Reese Schuyler Soc Sec #: 174-20-8500 Date of Death: 04/29/2002 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 146 147 Steve Naugle - Hauling of personal property from decedent's house Wagner's Upholstery - Repair of children's furniture prior to donation to Newville Public Library 75.00 243.22 NOTE: Ail of the administrative expenses claimed with respect to the decedent's house are believed to be proper estate expenses (as opposed to a benefit to the heirs) for the following reasons. The Executrix is a single woman who is employed on a full-time basis. The time she could devote to the administration of the estate was limited to weekends and occasional evenings since the property of the decedent was located approximately 30 miles from the home of the Executrix. The home represented the family home of the decedent and her children for over 50 years, and there was a tremendous amount of family memorabilia which had to be reviewed. The decedent's home contained a large amount of furniture, and the Executrix had no place of her own in which to store this material. Professional storage would have been costly and would have subjected the property to ppossible damage. Utilities had to be maintained at the home while this inventory process continued and to enable the Executrix to contact persons or companies in the event of any emergencies. 25,348.96 REV-151Z EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Grace Reese Schuyler SCHEDULEI DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SS~/ 174-20-8500 04/29/2002 FILE NUMBER 21-02-477 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 2 3 4 5 6 7 Jan L. Brown & Associates Legal services provided to decedent MGM Pharmacy - Pharmacological services supplied to decedent Mountz Jewelers Cost for repair of watch prior to date of death Philhaven - Consultation regarding decedent's medication Raytel Cardiac Services - Medical services provided to decedent Swaim Health Center - Mealth services provided to decedent West Shore Ambulance Company - Ambulance seervices provided to decedent TOTAL(Alsoenteronlinel0, Recapitulation) $ 314.50 20.40 153.70 18.51 17.76 44.00 430.07 998.94 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1512 EX (Rev. 1-97) REV- 1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Grace Reese Schuyler SS~/ NUMBER I. 2 SCHEDULE J BENEFICIARIES II. 174-20-8500 04/29/2002 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [i~l~e omright spou~l distribmions, e~ tra~fem under S~. 9116~(1.Z)] George L. Schuyler 1 Broad Street Newville, PA 17241 Grace R. Schuyler Esq. 3 Coventry Close Camp Hill, PA 17011 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Son Daughter FILENUMBER 21-02-477 AMOUNT OR SHARE OF ESTATE One- hal f On e - ha 1 f ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS $ 0.00 TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) Cumberland County - Register of Wills One Courthouse Square Carlisle, P A 17013 Phone (717) 240-6345 Date: March 15, 2005 Grace Schuyler 3 Coventry Close Camp Hill, P A 17011 RE: Estate of SCHUYLER GRACE REESE File Number: 21-02-0477 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 decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 04/29/2005 Your prompt attention to this matter will be appreciated. Thank you. Sincerely, ~~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Judge tA BUREAU OF INDIVIDUA('!TA~~Sr INHERITANCE TAX DIYISIriN\.' . PO BOX Z80601 HARRISBURG PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT~ ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX w REY-1547 EX AFP (03-05) r; /\ (..-U ,i. i , . r... j/ I.... DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 03-28-2005 SCHUYLER 04-29-2002 21 02-0477 CUMBERLAND 101 Allount Rellitted GRACE R j\f='" GEORGE ,A VAUGHN III' 3523 SEPTEMBER DR 6 CAMP HILL PA 17011 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 ~ 1t!V!--MI:"Yf.m.m~'U!1.Wtm.W.IPMtArf~M!'t.m.AWI1lTftJMlf~.1rCr.W~M!'t.r.Tt.............. ... DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF SCHUYLER GRACE R FILE NO. 21 02-0477 ACN 101 DATE 03-28-2005 TAX RETURN WAS: ( ) ACCEPTED AS FILED ( X) CHANGED SEE ATTACHED NOTICE 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. Mortgages/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 (1) (2) (3) (4) (5) (6) (7) 125~000.00 .00 .00 .00 16.380.88 64.310.65 .00 NOTE: To insure proper credit to your account~ subllit the upper portion of this forll with your tax pay_nt. (8) 205.691.53 APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll. Costs/Misc. Expenses (Schedule H) 10. Debts/Mortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Govern.ental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) (10) 51~835.32 998.94 (11) (12) (13) (14) 52.834 26 152~857.27 .00 152.857.27 I~ an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will re~lect ~igures that include the total o~ Abb returns assessed to date. ASSESSMENT OF TAX: IS. AMount of Line 14 at Spousal rate (IS) 16. Allount of Line 14 taxable at Lineal/Class A rate (16) 17. Allount of Line 14 at Sibling rate (17) 18. Allount of Line 14 taxable at Collateral/Class B rate (18) 19. Principal Tax Due TAX CREDITS. NOTE: .00 152.857.27 .00 .00 x 00 = X 045 = X 12 = X 15 = (19)= .00 6~878.58 .00 .00 6.878.58 . "......... I l+J AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-26-2002 CDOO1449 343.93 7.000.00 TOTAL TAX CRED,IT 7.343.93 BALANCE OF TAX DUE 465.35CR INTEREST AND PEN. .00 TOTAL DUE 465.35CR . IF PAID AFTER DATE INDICATED. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT.. (CR). YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)~~~ REV-1410 EX (6-88) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO Box 280601 HARRISBURG PA 17128-0601 DECEDENTS NAME FILE NUMBER Grace Schuyler REVIEWED BY ACN 2102-0477 101 Destiny S.R.Brown ITEM SCHEDULE NO. EXPLANATION OF CHANGES F 2 Allfirst Bank account # 87008141016539 will be increased from 443.73 to 887.46 as stated on joint account. ROW Page 1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS '* REV-1604 EX AFP (03-05) GEORGE L SCHUYLER 48 PARSONAGE ST NEWVILLE PA 17241-1314 DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY SSN/DC ACN 03-22-2005 SCHUYLER 04-29-2002 21 02-0477 CUMBERLAND 174-20-8500 02133092 Allount Rellitted GRACE R 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-1604 EX AFP (03-05) -- INHERITANCE TAX RECORD ADJUSTMENT JOINTLY HELD OR TRUST ASSETS __ DATE 03-22-2005 ESTATE OF SCHUYLER GRACE R DATE OF DEATH 04-29-2002 COUNTY CUMBERLAND FILE NO. 21 02-0477 ADJUSTMENT BASED ON: S.S/D.C. NO. 174-20-8500 ADMINISTRATIVE CORRECTION JOINT OR TRUST ASSET INFORMATION ACN 02133092 FINANCIAL INSTITUTION: ALLFIRST BANK ACCOUNT NO. 87008141016539 TVPE OF ACCOUNT: () SAVINGS () CHECKING () TRUST (X) TIME CERTIFICATE DATE ESTABLISHED 02-16-1997 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions Taxable Amount Tax Rate X Tax Due .00 0.500 .00 .00 .00 .15 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ADDRESS SHOWN ABOVE. MAKE CHECK OR ,",ONEY OR:Qt;R PAVAB~E TO: "REGISTER--W::, WILLS}: AGE"T.... TAX CREDITS: PAVMENT DATE RECEIPT NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) AMOUNT PAID (.,) Ul TOTAL TAX CREDIT .00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE . IF PAID AFTER THIS DATE. SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $I. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). VAil MAV R~ nUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) "+,"'.:>'x.., R' V.1470 EX ;~86) INHERITANCE TAX EXPLANATION OF CHANGES COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG PA 17128-0601 DECEDENT'S NAME GRACE R SCHUYLER FILE NUMBER REVIEWED BY ACN 2102-0477 02133092 SCHEDULE ITEM NO. EXPLANATION OF CHANGES The above referenced ACN has been reduced to zero, as this account was reported on the probate return. PaQe 1 Register of Wills of Cumberland County STATUS REPORT UNDER RULE 6.12 Name of Decedent: V, ri ('0.. C e R ee s ~ /-\-pr, ( 29 o?/- 0;>- Date of Death: S~ l~~ ( e{" c200~ 047'7 Estate 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 0 No ~ 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: W'\ rl\ \ (\ fr., V'Y1 M~ "\ 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 0 No 0 b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes 0 No 0 Date: c. Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. 31 ~f/ O;s,- C) ~~. yL7~ ature C'YClL~ f\, SC-hL'-j Name 3 CGVe~ tyy CitlSC Address '7 JL2 - 7 7C~4:) Telephone No. Capacity: .0. Personal Representative o Counsel for personal representative (~ CC\-fY"f (--t; I ( P A- . /1c I( ~ STATUS REPORT UNDER RULE 6.12 Name of Decedent: Grace R. Schuyler Date of Death: Will No.: April 29, 2002 2002-00477 Admin. No.: N/A 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: I. State whether administration of the estate is complete: Yes 181 No D 2. If the answer is No, state when the personal representative reasonably believes the administration will be complete: N/ A 3. If the answer to No. I is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes D No 181 b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/ A c. Did the personal representative state an account informally to the parties in interest? Yes 181 No D Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this Report. Date: April 29,2005 f.~~u~n, Ill, Attorney at Law 3523 September Drive, #6 Camp Hill, PA 17011 (760) 807-2603 Capacity: D 181 Personal Representative Counsel for Personal Representative uJ IN RE: ESTATE OF GRACE REESE SCHUYLER, afkJa V. Grace R. Schuyler, Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION NO. 2002-477 RECEIPT AND RELEASE I, GRACE R. SCHUYLER, the undersigned, being a legatee under the Will of Grace Reese Schuyler, deceased, do hereby: 1. State and acknowledge that I am an adult individual, having been born on Noyember 20, 1948; 2. Waive the filing of an Account or Proposed Schedule of Distribution by the personal representative of the Estate; 3. Acknowledge that I have received all sums of money and all items of property to which I am entitled as an heir of Grace Reese Schuyler; 4. To the extent of the sums of money and of the value of the items of property I have received, release Grace R. Schuyler, personal representative of Grace Reese Schuyler, and her heirs and personal representatives, from all liabilities, whether due to her negligence or otherwise, which I may have by reason of her administration of the Estate; 5. Agree to refund to the Estate and to the said personal representative any portion of the sums of money and items of property to which I am not properly entitled, and, to the extent of said sums of money and the value of said items of property, to indemnify said personal representative and the Estate for claims made against her and to reimburse her and the Estate for all expenses and costs incurred in connection with any such claims; and 6. Declare that this instrument shall be legally binding upon me, my personal representatives, and assigns. "),...Y, I~WITNESS WHEREOF, I have hereunto set my hand and seal this "..:b day of ~L~?I ,2005. rJ-~<-~ .)J CE R. SCHUYLER - [SEAL] - I - C" STATE OF PENNSYLVANIA ) (SS: COUNTY OF }) n u ph ,- r-J ) On this, the ;; 3 day of '/d ,2005, before me, the undersigned officer, personally appeared GRACE R. SCHUYLER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that she executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. !J /U~ /!g~ Notary Pub c Notarial Seal Dorothy A. Pines, Not?f" p. 'hh-:: (',ir:01l Twp., Perry Cow "~,i;,'s:on ExpirF."; 1\:" - 2- IN RE: EST A TE OF GRACE REESE SCHUYLER, afkJa V. Grace R. Schuyler, Deceased IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION ",j NO. 2002-477 RECEIPT AND RELEASE I, GEORGE 1. SCHUYLER, the undersigned, being a legatee under the Will of Gt~e Reese Schuyler, deceased, do hereby: 1. State and acknowledge that I am an adult individual, h~ving been born on November 12,1947; 2. Waive the filing of an Account or Proposed Schedue of Distribution by the personal representative ofthe Estate; 3. Acknowledge that I have received all sums of money and all items of property to which I am entitled as an heir of Grace Reese Schuyler; 4. To the extent ofthe sums of money and of the value of the items of property I have received, release Grace R. Schuyler, personal representative of Grace Reese Schuyler, and her heirs and personal representatives, from all liabilities, whethtr due to her negligence or otherwise, which I may have by reason of her administration of the Estate; 5. Agree to refund to the Estate and to the said perional representative any portion of the sums of money and items of property to which I am not properly entitled, and, to the extent of said sums of money and the value of said items of property, to indemnifY said personal representative and the Estate for claims made against her and to reimburse her and the Estate for all expenses and costs incurred in connection with any such claims; and 6. Declare that this instrument shall be legally binding upon me, my personal representatives, and assigns. IN WITNESS WHEREOF, I have hereunto set my hand and seal this .::2a day of F:,~a' ,2005. GE~~ER [SEAL] - 1 - ~ STATE OF PENNSYL VANIA ) (SS: COUNTY OF I)Qu t?/1/#/ ) , On this, the ,;?..? day of '1 Ld ,2005, before me, the undersigned officer, personally appeared GEORGE L. SCHUYLER, known to me (or satisfactorily proven) to be the person whose name is subscribed to the within instrument and acknowledged that he executed the same for the purposes therein contained. IN WITNESS WHEREOF, I have hereunto set my hand and official seal. O~4g~ Notary Public ---l Notarial Seal . DO.. r othy A. Pines, Nota!;' p. ;Jbhc Carroll Twp., Perry Coun..'v r,~ , "<)mmission Expires Apr - 2- BUREAU OF INOIVI~~~n ('cn!:c r;c DlERITANCE TAX DIVIS! .--j,.,.\.-. .c._'..J ..J\ I luL ...,1 .r,,<.-'~"-:, PO lOX za0601 \-,;;.-f -,';" ,. HARAISBI.JRG PA 17128-0601"-0,,,,.,; u , COMMONWEALTH OF PENNSYLVANIA DEPARTMEMT OF REVENUE J:NHERJ:TANCE TAX STATEMENT OF ACCOUNT *' REV-1617 EX AFP (03-05) 20llHlAY 20 PIH2: 38 DATE ESTATE OF DATE OF DEATH FILE NUHJlER COUNTY ACN 05-02-2005 SCHUYLER 04-29-2002 21 02-0477 CUMBERLAND 101 _t _ntH GRACE R CLERK OF ORPHAN'S COURT GEORGE (lfllM~~"'ft,f(Jj~L PA 3523 SEPTEMBER DR 6 CAMP HILL PA 17011 Ii MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 NOTE: To insure pr~r cr-edit to your account, sub.it tt. upper portion of this fOMl tilth your tax pay...,i. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... ................................................................................................................ REV-1607 EX AFP (03-05) ~~. INHERITANCE TAX STATEMENT OF ACCOUNT .~ ESTATE OF SCHUYLER GRACE R FILE NO.21 02-0477 ACN 101 DATE 05-02-2005 THIS STATEHEHT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAI1ED ESTATE. SHoIIN BELOlI IS A _RY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURREHT BALANCE, ANO, IF APPLICABLE, A PROUECTED INTEREST FIeuRE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 03-21-2005 PRINCIPAL TAX DUE: 6,878.58 PAYMENTS (TAX CREDITS), PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-26-2002 CDOO1449 ,- 343.93 "- 7,000.00 04-Il-2005 REFUND .00 465.35- TOTAL TAX CREDIT 6,878.58 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 TOTAL DUE , .00 . IF PAID AFTER THIS DATE, SEE REVERSE SIDE FOR CALCULATION OF ADDITIONAL INTEREST. I IF TOTAL DUE IS LESS THAN $1, HO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" ICRI, YOU HAY BE DUE A REFUNO. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIOHS. I CLS~