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Home My WebLink About02-0450 PETITION FOR PROBATE and GRANT OF LETTERS Estate olA/vr/A &- f.5615 R -.3 No. ~-o:J-lJ5lJ also known as To: Register of Wills for the Deceased. County of C. ?1meGeiAlVOin the Social Security No. -2-<::> / - ,. cP - ?Oc?.!r Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut in the last will of the abo);'e decedent, dated and codicil(s) dated L1 Pi<" Ii- '2.- ~ I &f ~ g. Coni~;l M~y 5th,1993 ~rf? named ,19_ (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was d?miciled. at .death i? C- iA JI'11 rY'b If .t:A/~ . County, Pennsylv~i~ with h J~ Zt last famIly: or {1.IU1cIpal resIdence at 0/1:)'-( W A.t:- NVIT IS<- TfG.n1 '''-0. _ ~t- {S L- elf {-;Pi, I -10 G c..A rf',t.. i...S'L.-S rf" c.dE>c"J U ~ H (list street, number and muncipality) t--J- -W Decendent, then P b years of age, died A rrf'li- -2.... ( ~-:pcc:.-~ at mA/IIo~ c:..A~E:. N'-fY'?S/NG .ft'al?1e eAJ??''\?-~ 19:f..- I-PC~. Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property (If not domiciled in Pa.) Personal property in Pennsylvania (If not domiciled in Pa.) Personal property in County Value of real estate in Pennsylvania situated as follows: $ q-?:22. 0<:::-) $ $ $ . L.fp-z".O<:5 JO)/-I L WHEREFORE, petitioner(s) respectfully requ~(s) the probate of the last will and codicil(s) presented herewith and the grant of letters -rt;.SiA;y, t:/vrA~ y' (testamentary; administration c. La.; administration d. b. n.C. La.) theron. ~ '" L ~~~ Z-- W~, q,At..~-4~~ ~ ~ -L-O' ~OA'; -, I __ _~ -g.g ."\I-lG{(f>;,.,,4tVSPAt--/~ r-:A I ~ 'to C"jO;:: 3~ <IJ '- :; 0 ;;; c: Oil (Ii OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA I S" COUNTY OF C-. '1 M-113'If7RL-AwrJ J ~ The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well an truly adm:::7'nister t : estate according to law. , ~. - Sworn to or affirmed and subscribed C../ /I C;) b ore me thO 29 day ~. 2 kANNY ~ ~ ~ ~ /7 --(b;?-I This is to certify that the information here given is correctly copied fron: an original certificate of death dul~ filed with Local Registrar. The original certificate will be forwarded to the State Vaal Records Office for permanent filmg. me as WARNING: It is illegal to duplicate this copy by photostat or photograph. No. /} M'~~ U/w:V Local Registrar Fee for this certificate, $2.00 p 8206360 APR 3 0 2002 Date ITEM # 3; SHOUll) 'Rf.AD AS FOLLOWS: c?() 1- / r - <pI:? rr /7 -h-'J ~ t~/ /'( O/~~ 43 Aev. 2/87 COMMONWEALTH OF PENNSYLVANIA' DEPARTMENT OF HEALTH' VITAL RECORDS CERTIFICATE OF DEATH NAME OF oeCEOENT (flrSl. MlddIe. la51>> ,. Ann a E" Bee r s AGE (lasz Bwth';s.v) UNDER 1 YEAR MonIhe Oav- Sf X i'emale SWE FILE NUMBER SOCIAL SECURIT'Y NUMBER DAlE OF OEATH IMCfM. Oa.,. -~) .. 205 - 09 1413 '.A ril 21 2002 UHIlER I 01<1 HourI Minut.. BlRTttPLACf (C.ry itI1d Stale at fCI8IQO Couolly) PlACE OF DEATH .C""ecil ~y iY'4' -- 'iM lo*-n..c~OO U1t>ott '$1081 HOSPITAL: _.....0 E~_O 000.0 ="YIO 86 v... COUNTY OF OlORH Cumberland o;d - we.... --' 17d.E! :;..-==.. Carlisle MOTHER'S NAME IFIrSl. Middle. MiIIden SurNme) ,.. Florence M. Behrens INFORMANT'S.....IUHG ADll/lESS (SIr.... Colylbon. SIale. Z;p ~I ~ P.O. Box 71 Pa. 17090 Pu.CEOf OlSPOSITIOH. Nome "~O<Y. C.......... lOCRlON. Cit/IbM1. StMe. Z!lI~ Of au... __ ~.St. Johns Cemetery 1WllTAl. STATUS - ...._ ~\Mf Man.. W...... 0iv0<ced lSl>e<*Il 14. Widowed 17c.0 _.__in RACE - ~b\dian. 8Ia,ci., Wht.. Me. C_I 1.. White SU/MVIHG SPOUSE ~ ..... 1i;Jl~ m.JK)en name} lit. Cumb,erland .. Carlisle M.HCR Manor Care IOND Of BUSlNESS/1NDUSTRY ....S DECEDENT EVER IN U.S. ARMED FORCES? _0 NoIXl DECfDENT'S USUAL OCCUp,q1ON (Give Iund d.work doni duf:';& maG oIc~k";"''''''U1lO' ed) State . 11.. 11it. DECEDENT'S MAIliNG AOOllESS CSI..... C"'Ibwn. 5&010. Z", C_l 904 Walnut Bottom Rd. Carlisle, Pa. 17013 ,.. FRtER'S NAME (First, Middle. LHlI ~ John S. Souder 1Nf000000'S NAME (T ypo/P.inll _. Lenny Wright METHOD OF DISPOSITION _ KI c,........ 0 __.... 51...0 oa-_. DECfDENT'S ACTUAl AfSlDfNCE iSee_ on 0Ihef SIde. 17.. 51... Pat ...... 111J.C ciIYlboro 2002 21d. Shiremanstown Pa. 1\1505<1a.q -L- Nof}- lICENSE NuueeR ..... FDO 12774-L NAIIE AND AOOllESS Of FACILITY 22c.Richardson Funeral Home 29 lICENSE NUMllfR DATE PROHOUNCEO DEAD ,Month. Day. Yeat' 21. i-/-;),I-:;lOC.) ".. I Apt:Ircuum... "~bMw.-n : ClnMI and dNIh I l PART'I: ~~:=;.:*=:~. I : DUE 10 COR AS A CONSfOUENCE Ofj, WERE AUlOPSY FINDINGS -'lA8lE PRIOR 10 COUP\.ETION Of CAUSE OF DERH1 t.u.HHER OF DEATH DATE Of INJUAY (~Ih. Day. "arl TIME OF INJURY INJURY AT WORK? DESCRlIlE HOW INJURY OCCURRED. Yoo 0 NoD SoicMle o o o Ham..... o o o PL4CE OF INJURV. At honwt. 'arm, streel. laclOlY. OfficII buikIing. etc. ISpecltyl _. _ 0 NoD ........ -- Pending Inveali9'lion Coutd noc be det.nntne4 ... 3Oc. o 2". 210. CEIIT~R IChldl onty onel .CUnFYING PKYSlCIAM (PhYSICian cet'llty1nl;J C4uU cJ death wtl8f'l anOlt'l8f phVSIC...... has pronounced dealh ano compteleCIllern 23) To.... beet of..... know~. d..th occlllrNd....... the eau"'...nd nYnn.,.. ...ted. . . . . . . . ... -ltflONOUHCINQ AND CERTIFYINQ PHYSICIAN jPhVSICliln bOth p1onounc.II'l9 ()eilth and cef1ilYIfl9 10 l:;.luSfi at dealhl To IIw beM 0' my know'-dge, "lhoccurrH a' u........ cNle. anet plKe,.net d~ to the cauae(.' and mann.r.. atatH o "MEDICAL EXAMINER/CORONER ~~::~::):'::~~~~!~~~~~...~~~ ~~~~~I~~~~~: ~~ ~y. ~~j.~i~~: ~~~~ ~~~~~~~ ~~ ~~~ ~J~~..~~t~: ~~~.~'~~~: ~~~.~~~ ~~ ~~ ~~~~~~~).~~ 0 31.. AfGISTAA~"'IGNATUAE .". "Wf~'." ..~ t2....- (.;-:+.;.-.1('/ ,.r,_ '-'7k.(4..,J....;""l: ~/~~ II .. ~o. 21-2002-450 Estate of Anna E. Beers , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW May 9 th P95: 200& 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 APx::i1 25th, 1988 and Ccxlicil May 5th, 1993 described therein be admitted to probate and filed of record 2." the last will of Anna E. Beers and Letters Testamentary are hereby granted to Lanny L. Wright ~C.i:~t~&A~ MARY C. LEWIS FEES Probate, Letters, Etc. ......... $ 25.00 Short Certificates( J) . . . . . . . . .. $ 3. 00 Rfn~~~ftib~ ................ $ 10.50 x-Pages (2) $ 6.00 JCP ._ TOTAL _ $ 5.00 :..J I Filed May.9:tJ::1.. 2D.Q2. ....... S..49 .50 AITORNEY (Sup. Ct. 1.D. No.) ADDRESS PHONE C" ;.:::'"\ ('.,J l.-.....J P ~ .... ~ ., ..r "-_ EXECU'IOR WILL PI:cK UP -LE'ITERS ON MAY 9TH, 2002 - - --------- \ \ 21-2002-450 LAST WILL AND TESTAMENT I, Anna E. Beers, of 207 Clay St., West Faitview~, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, Hereby revoking and making void all former Wills by me at any time heretofore made. FIRST. I direct the payment of all my just debts and funeral expenses incurred at the Richardson Funeral Home Inc. Enola, Pa. including all inheritance taxes be fully paid and satisfied out of my estate by my executor. SECOND. All my personal belongings are to be sold and the proceeds from such sale are to be divided equally amoung, Lanny L. Wright, Shermansdale, Perry County, Harry D. Good, Big Springs, Cumberland County, and Edward M. Wright, CampHill, Cumberland County. In the event that Lanny L. Wright shall predecease me, or otherwise fail to qualify, I then direct and bequeath said residue to Harry D. Good, or In the event both shall predecease me I direct said residue to be given to Edward M. Wright. In the event said Edward M, Wright does not legally or should he qualify and have any restriction placed upon his fiscal matters by the Commonwealth or any other Governmental agency, then any properties or monies due him shell be held in trust for the exclusive purpose of providing for his care and no other purpose, ! .- 21-2002-450 Amendment Of Last Will And Testament I, Anna E. Be~rs, of 207 Clay St., West Fairview, Cumberland County, Pennsylvannia, being of sound mind, memory and understanding, do make, publish and declare this an amendment to my last will and testament, hereby remove and revoke Harry D. Good, Big Springs, Cumberland County, from any proceeds or family momentos. IN WITNESS WHEREOF, this ~l'h day of Hay I have hereunto set my hand and seal 1993. o~,u~-(/ In B lj~ (Seal) Signed, sealed, published and declared by the above named Testator, ANNA E. BEERS, as and for her Amendment to her Last will and Testament in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto, J-a1:' ~~-/'~~/ ~~~ ~~~t ~ft~ ~5~ -YJ~ /1/93, , ~ /J1. >>J. A:?i: ~'-~ Notarial Seal Dolores M. Oyler, Notary Public West Fairview Boro, Cumberland County My Commission Expires Oct. 12, 1993 Member, Pennsylvania Association of Notarie~ THIRD. I hereby nominate, constitute and appoint Lanny L. Wright of Shermansdale, Perry County, Executor, of this my Last Will and Testament, IN WITNESS WHEREOF, I have hereunto set my hand and seal t his :.:.5 day of April, 1988 {l 6' l."YL./f1../t:- (f" &;_42/ (Seal) Signed, sealed, published and declared by the above named Testator, ANNA E. BEERS, as and for her Last Will and Testsment ~n the presence of us, who, at her request and in her presence and ~n the presence of each other, have hereunto subscribed our Games as witnesses thereto. 4J;J~xI-~~ 'd ~,~~ " .~ ~/'/7~> Subscribed and sworn to before Ire this 25 day of April, 1988. ~J /)1. ~ Notary Public 1lil~E.~__~'< .'1!L.UltiYW.. ~.., . ....I~JRJ ..... ct. U. ,. "'1 - I . J__ \ . \ 21-2002-450 LAST WILL AND TESTAMENT I, Anna E. Beers, of 207 Clay St., West FaitYiew~, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, Hereby revoking and making void all former Wills by me at any time heretofore made. FIRST. I direct the payment of all my just debts and funeral expenses incurred at the Richardson Funeral Home Inc. Enola, Pa, including all inheritance taxes be fully paid and satisfied out of my estate by my executor. SECOND. All my personal belongings are to be sold and the proceeds from such sale are to be divided equally amoung, Lanny L, Wright, Shermansdale, Perry County, Harry D. Good, Big Springs, Cumberland County, and Edward M. Wright, CampHill, Cumberland County. In the event that Lanny L. Wright shall predecease me, or otherwise fail to qualify, I then direct and bequeath said residue to Harry D. Good, or in the event both shall predecease me I direct said residue to be given to Edward M. Wright. In the event said Edward M, Wright does not legally or should he qualify and have any restriction placed upon his fiscal matters by the Commonwealth or any other Governmental agency, then any properties or monies due him shell be held in trust for the exclusive purpose of providing for his care and no other purpose, / t CERTIFICATION OF NOTICE UNDER RULE S,6(a) Date of Death: Ak;YA L-j - :2 -- :;ZOO:z.- r;:: j:5)&6(?S Name of Decedent: Will No. ~ / - ("')2 ~ q ~O Admin. No. To the Register: I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on Name Address LA';V'p Y L f;V~' rt fiT I r>o; (SOX! ( S J1~ft/J1AN$. PAL---/&. fl4~ /~qO Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date' ~4<'M- /<) :J-cx:;r2- J ~ d~- Signatur--:d- Name LA I'Y'/v ,,/ I- VI/I? 1(; t:b::-- .. / - Address f?~. eo~ I J <:; -It'/J,t? "YI/t IV S C> /f L tr:- F /( ~ 1'7 0 ~ d Telephone ~ ) '1 t? ,5 p-:z, ... ~ -z-C;; ~ Capacity: ~Personal Representative _Counsel for personal representative RE~jWOEX~ r Q) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128.0601 REV-1500 OFFICIAL USE ONLY ~ ~S(l) "",,, wll." J:~g "\t'" '" INHERITANCE TAX RETURN RESIDENT DECEDENT 11 ~ F~jMBER __Q a.. ~ S 0__ COUNTY CODE YEAR NUMBER I- Z LU C LU o LU C DECEDENTS NAME (LAST FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 0./01 - J'? - '60~ ers DATE OF DEATH (MM-DD-YEAR) tf..:J/-.;)..OO,;J.. DATE OF BIRTH (MM-DD-YEAR) o -,)i.f~ /q!'5 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, ANO MIODLE INITIAL) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER S 1. Onginal Return o 4. Limited Estate o 6. Decedent Died Testate (Mach copy Of Will) o 9. litigation Proceeds Received o 2. Supplemental Return o 4a. Future Interest Compromise I:date of death aller 12-12-B2) o 7. Decedent Maintained a Living Trust IAttach copy 01 Trust) o 10. Spousal Poverty Credit ioateo1oealhbelween 12-31-91 and 1-1-951 o 3. Remainder Return Idate of death pnor to 12-1:3-B21 o 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) IAI'.ach Sch 0) I- Z W o Z ~ '" W '" '" o " FIRM NAME III Applicable) --rJ. TELEPHONE NUMBER / .;'\ L'7i'l) Po &rx 0(/ ~ N~sui lie, PA 1'70'/-J 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) (II (2) (3) (4) (5) OFFICIAl'USE ONLY j ~~ rP ~ ~ o ~. f 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) ~? 62d. 9C{ z o ~ ::l l- ii: oct o W II! 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requesled 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) 8. Total Gross Assets (tota/lines 1-7) (8) .~ 5-21 50 (6) (7) I I 4. r; ~c?" qg' (9) (10) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total lines 9 & 10) 12. Net Value of Estate (Une 8 minus Line 11) (11) (12) (13) 5, .52'7. 50 o 13. Charitable and Governmental BeQuests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (line 12 minus Line 13) (14) o SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z o ~ I-' ::l 0. :::E o o ~ 15. Amount of line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) x.D_ (15) x.O_ (16) x .12 (17) x .15 (18) (19) 0 16. Amount of line 14 taxable at linear rate 17. Amount ofUne 14 taxable at sibling rate 18. Amount of Une 14 taxable at collateral rale 19. Tax Due 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS I CITY STATE ,04 Or ks/-e.. Tax Payments and Credits: 1. Tax Due (Page Hine 19) (1) 2. Credits/Payments A. Spousal Poverty Credit 8. Prior Paymenls C. Discount Total Credits (A + 8 + C) (2) 3. InteresVPenalty if applicable D. Inlerest E. Penalty TotallnteresVPenalty (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. If Line 1 + Line 3 IS greater than Line 2. enter the difference. This is the TAX DUE. (5) A. Enter the interest on the lax due. (5A) (58) 8. Enter the total of Line 5 + 5A ThIS is the BALANCE DUE. ~ . ~ .~ ZIP I?OJ' D Make Check Payable to: REGISTER OF WILLS, AGENT ,.,i(,t$~~i~c.~~l,I~~~~;,v\'r$'i!\!ltM.~1:1l _ 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; Dr.. "' ......... ....... d. receive the promise for life of either payments, benefits or care? ..... 2. If death occurred after December 12. 1982. did decedenl transfer property wilhin one year of death without receiving adequate consideration? .... 3. Did decedenl own an "in lrust for' or payable upon death bank account or secunty at his or her death?.. 4. Did decedent own an IndiVidual Retirement Account. annuity. or olher non.probate property which contains a beneficiary designation? . No o o o o o o .....0 0 IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Yes .....0 .....0 .....0 .....0 .....0 .....0 Under penalties 01 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 com~ete. Declaration of preparer other than the personal representative is based on all information of which oreparer has an~ kMwledg8 If 0 {} ~i!ll!lOlfJI~I;!I'l~J ~!Il" iii 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 01 the survilJing spouse \s 3% [72 P.S. ~9116 (aJ (1.1) (I)). For dales of death on or after Januaf)' 1. 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. ~9116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a lax return are still applicable even jf the surviving spouse is the only beneficiary, For dates of dealh on or after July 1. 2000: The tax rate imposed on the net value of transfers tram a deceased chHd twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparenl of the child is 0% [72 P.S. ~9116(a)(I.2)]. The tax rate imposed on the nel value oftransfers 10 or for Ihe use of Ihe decedent's lineal beneficiaries is 4.5%. excepl as noted in 72 P.S. ~9fI6(1.2) [72 P.S. ~9116(a)(1}]. The tax rate imposed on the net value of transfelS to or for the use of the decedent's siblings is 12% [72 P.S. ~9116(a)(1.3I1. A sibling is defined, under Section 9102, as an individual who has at leasl one parent in common wilh Ihe decedent, whether by blood or adoption. OF PERSON ~NSIBLE F a 170 DATE /~ 02,.., DATE ..~-:~~ . COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTlt.TEOF 4nl1tl ;:, hfJlS FILE NUMBER Include the proceeds of litigation and the dale the proceeds were recei,ed by the estale. All property joinlfy-owned with tho right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 1,11 c.13a. of. e I/oi' cl-t V OJ! {lc/{r;t 4; /? dt1. qg" TOTAL (Also enteron line 5, Recapitulation) $ '-I, '7::J./1 .0 g (If more space is needed, insert additional sheets of the same size) ~ REVJ\511 EX. (12-99) . ~ ' W COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF A n no.. [. f1e.erS FILE NUMBER Debts of decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: 1. lrok-S51r/1al-5RYu/Qs / JQel/h-es ailcl ~u/;?/1tr;C, au.lm'J{)l7re ld-tjJl1)H;t; lhepd~/7 c1r~1 -fJ.4wns J4;1f{){) B. ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State _ Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (\1 decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State _ Zip Relationship of Claimant to Decedent 4. Probate Fees .3900 /0 50 .5?oEJ 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9. Recapitulation) $ 5. 5 J Q. 50 (Ii more space is needed, insen adoi1iona\ sheets of the same size) ..REV "'''''','.n .~ '-~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIOENT OECEDENT SCHEDULE J BENEFICIARIES ES ATE OF llnnfL E. &1Jr<::. NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY L TAXABLE DISTRIBUTIONS (include outright spousal distributions) 1. 1Jl1)/)~ ~. /AJn~ ht Po I3cr 0/ 3hermMs Jd/-fr h /1c q/J FILE NUMBER RELATIONSHIP TO DECEDENT Do Not List Trustee(s) &n AMOUNT OR SHARE OF ESTATE J-/ 7~~. 0'{ ENTER DOLlAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET n. NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEiNG MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOT At OF PART n. 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) .., . . \ \. 21-2002-450 LAST WILL AND TESTAMENT I, Anna E. Beers, of 207 Clay St., West Faitview., Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, Hereby revoking and making void all former Wills by me at any time heretofore made. FIRST. I direct the payment of all my just debts and funeral expenses incurred at the Richardson Funeral Home Inc. Enola, Pa. including all inheritance taxes be fully paid and satisfied out of my estate by my executor. SECOND. All my personal belongings are to be sold and the proceeds from such sale are to be divided equally amoung, Lanny L. Wright, Shermansdale, Perry County, Harry D. Good, Big Springs, Cumberland County, and Edward M. Wright, CampHill, Cumberland County. In the event that Lanny L. Wright shall predecease me, or otherwise fail to qualify, I then direct and bequeath said residue to Harry D. Good, or in the event both shall predecease me I direct said residue to be glven to Edward M. Wright. In the event said Edward M. Wright does not legally or should he qualify and have any restriction placed upon his fiscal matters by the Commonwealth or any other Governmental agency, then any properties or monies due him shell be held in trust for the exclusive purpose of providing for his care and no other purpose. r ! -...,."..,.- - - 21-2002-450 Amendment Of Last Will And Testament I, Anna E. Be@rs, of 207 Clay St., West Fairview, Cumberland County, Pennsylvannia, being of sound mind, memory and understanding, do make, publish and declare this an amendment to my last will and testament, hereby remove and revoke Harry D. Good, Big Springs, Cumberland County, from any proceeds or family momentos. IN WITNESS WHEREOF, this It~ day of .May I have hereunto set my hand and seal 1993. (j~ p< '" In fJ ljl/d')../ (Seal) Signed, sealed, published and declared by the above named Testator, ANNA E. BEERS, as and for her Amendment to her Last will and Testament in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. ~~/ ~~/<~, /{I tJ-4~ - ~~? {:::::::: ~5 Pr i /1U-;( I ,/13 - ~ 1Y.1- )),. /f'-i:a-l;,.~ NoIariaI SaaI Debes M. o,1er. NoIary PubIc Wed. Fairview BolO, CooberIand CounIy My Comrrission Elq:tes ():t 12. 1993 Member, f'enr6ylvania Association of Notariel; RE"...t500nl6~ ~ w .... :.::!;CI,l " """ Wll." ",00 ,,"'" II." II. .. I- Z w Q w o W Q .... Z w Q ~ :tJ " ~ " z o ~ ..J :;, l- ii: c:( o w a:: z o ~ .- :;, ll.. ::IE o o ~ Q) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128.0601 REV-1500 OFFICIAL USE ONLY INHERITANCE TAX RETURN RESIDENT DECEDENT l./ S-O NUMBER DECEDENTS NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER o.JDJ - J'? - %08 DATE OF BIRTH (MM-DD-YEAR) (, -;2'1- /q6 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER ~ 1. Original Return o 4. limited Estate o 6. Decedent Died Testate (Mac~ copy of Will) D 9. litigation Proceeds Received o 2. Supplemental Retum o 4a. Future Interest Compromise Idate 01 dealh afler 12-12-821 o 7. Decedent Maintained a living Trust [Attach cop~ of Trust] o 10. Spousal Poverty Credit (date olcroa!/l ~ 12-Jl.$I1arnJ 1-1-95) o 3. Remainder Return Idate of dealh prior 10 12.13-82) o 5. Federal Estate Tax Return Required 8. Tolal Number of Safe Deposit Boxes o 11. Election to tax under Sec. 9113(A) lAr.achSchO) NAME '&: FIRM NAME (If Applicable) -r1", TELEPHONE NUMBER [ ;'\ '/i'7) COMPLETE MAILING ADDRESS Po /!ox a. { 2- N~SUj lie, PA 170'1-7 1. Real Estate (Schedule A) 2. StoQ<;s and Bonds (Schedule B) 11) - OFFICIAL US-E O-NL Y l J ::f (2) (3) (4) clJ , (5) 4: ?;Jd. 9CZ ~. 0 f (6) I i (7) I , _.~___J (B) if, r;:x c?, , qg' (9) I'), 5:]17 ..50 (10) 3. Closely Held Corporation, Partnership or Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule 0) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) 6. Jointly Owned Property (Schedule F) o Separate Billing Requested 7. Jnter-Vivos Transfers & Miscellaneous Non.Probate Property (Schedule G or L) B. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line B minus line 11) 13. Charitable and Governmenta/Bequests/See 9113 Trusfs for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (line 12 minus Line 13) (11) (12) (13) 5" ,52'7. SO o (14) o 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.O_ (15) x.O_ (16) x .12 (17) x .15 (18) (19) 0 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 20.0 CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT Decedent's Complete Address: STREET ADDRESS ., f , CITY Or k.s/.e.- STATE fJ~ ZIP 110/' Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Paymenls A. Spousal Poverty Credit B. Prior Payments C. Discount Tolal Credits ( A + B + C ) (2) 3. InteresVPenalty It applicable D. Interest E. Penalty TotallnteresVPenalty ( D + E ) (3) 4. ~ Line 2 is grealer than Line 1 + Line 3, enter the difference. This is Ihe OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the lax due. (5A) (5B) D B. Enter Ihe lotal of Line 5 + SA This is the BALANCE DUE. Make Check Payable to: REGISTER OF WILLS, AGENT i!l!~!}'i;'{~_~J_ .J ~ ~1'1(!1J1i! _ 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 nght to designate who shali use the property transferred or its income; c. retain a reversionary interest; or..... d. receive the promise for life of either payments, benefits or care? ....... 2. If death occurred after December 12, 1982, did decedent lransfer property within one year of death without receiving adequate consideration? ............................. 3. Did decedent own an 'in lrust fo~' or payabie upon ooalh bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or olher non-probate property which contains a beneficiary designation? ..... No o o o o o o 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 beHef, it is true, correct and complete Declaration of preparer other than the personal representati....e is oasecl 00 a" il'\lmmation 01 which preparer has any kflowledge a 1'70 DATE ~ 7~ 02,- o DATE ADDRESS 7 . For dates of death on or after July 1, 1994 and before January 1 \ 1995, the tax. rate imposed on the net \lalue of transfers to or for the use ot the surviving spouse IS 3% [72 P.S. ~9116 (a) (1.1) (i)]. For dates 01 death on or after Janua!)' 1, 1995, the tax rate imposed on the net value of transfers 10 or for the use of the surviving spouse is 0% [72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemot a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dales of death on or after July " 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 slepparent offhe child is 0% [72 P.S. ~9116(a)(1.2)]. The lax rale imposed on Ihe net value of transfers to or lor the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. ~9116(1.2) [72 P.S. ~9fI6(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 al least one parent in common with the decedent, whether by blood or adoption. ..""'''fX''''" *' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTlITE OF 41117CL /. 6Y15 FILE NUMBER Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of surviYo"hip must be disclosed on Schedule F. ITEM NUMBER 1. /, 17 c.l3a of:. e/io.i'ct.IO a {I{ltJitr)t VALUE AT DATE OF DEATH 4; I"lo?d. q~ DESCRIPTION TOTAL (Also enter on line 5, Recapitulation) $ J/, 'i ;;Ji1. q rt (II more space is needed, insert additional sheets 01 the same size) ~ REV~'t511 EX+ (12-99) _ '~.."J.~;"'~ ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF AnVlQ [, &erS FILE NUMBER Debts ot decedent must be reported on Schedule I. ITEM NUMBER A. DESCRIPTION AMOUNT FUNERAL EXPENSES: 1. /rok-S5rr?!a.! ..5UU/il5 / !f;,.et/h-rs ail} 6tl(j/..bjer,C, ault;nd7H liLl;JrlHY7t; /herC~~/7 Cli4e-, -Pdwf'ls J4~r.oi) B ADMINISTRATIVE COSTS: 1. Personal Representative's Commissions Name of Personal Representative(s} Social Security Number(s)fEIN Number of Personal Representalive(s) Street Address Cily State _ Zip Year(s) Commission Paid: 2. Attorney Fees 3. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address Ci1y State _ Zip Relationship of Claimant to Decedent 4. Probate Fees 390tJ 10 50 :;0. 00 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. TOTAL (Also enter on line 9. Recapitulation) S 5, 5 J Q, 50 (If more space is needed, insert additional sheets of the same size) r"~~I'.n '*' COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ES ATE OF Ifnnll_ z: ;:3p.llY<:' FilE NUMBER NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I. TAXABLE DISTRIBUTIONS (include outright spousal distributions) RELATIONSHIP TO DECEDENT Do Not list Trustee(s) AMOUNT OR SHARE OF ESTATE 1. t...a.r)l)~ ~. z.J n9 ht fJo 6"'1: 0/ Shermtli?S Jt2k, fA. 110 g,? &n J--/, 7~~. 0<'-6 ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHEET II . NON-TAXABLE DISTRiBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1. TOTAL OF PART II. ENTER TOTAL NON.TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET S (If more space is needed, insert additional sheets of the same size) \ \ 21-2002-450 LAST WILL AND TESTAMENT I, Anna E. Beers, of 207 Clay St., West Faitview., Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make, publish and declare this as and for my Last Will and Testament, Hereby revoking and making void all former Wills by me at any time heretofore made. FIRST. I direct the payment of all my just debts and funeral expenses incurred at the Richardson Funeral Home Inc. Enola, Pa. including all inheritance taxes be fully paid and satisfied out of my estate by my executor. SECOND. All my personal belongings are to be sold and the proceeds from such sale are to be divided equally amoung, Lanny L. Wright, Shermansdale, Perry County, Harry D. Good, Big Springs, Cumberland County, and Edward M. Wright, CampHill, Cumberland County. In the event that Lanny L. Wright shall predecease me, or otherwise fail to qualify, I then direct and bequeath said residue to Harry D. Good, or 10 the event both shall predecease me I direct said residue to be given to Edward M. Wright. In the event said Edward M. Wright does not legally or should he qualify and have any restriction placed upon his fiscal matters by the Commonwealth or any other Governmental agency, then any properties or monies due him shell be held in trust for the exclusive purpose of providing for his care and no other purpos~. ~ ! 21-2002-450 Amendment Of Last Will And Testament I, Anna E. Be.rs, of 207 Clay St., West Fairview, Cumberland County, Pennsylvannia, being of sound mind, memory and understanding, do make, publish and declare this an amendment to my last will and testament, hereby remove and revoke Harry D. Good, Big Springs, Cumberland County, from any proceeds or family momentos. IN WITNESS WHEREOF, this ~t4 day of .Uay I have hereunto set my hand and seal 1993. {j~A p( /" 9a /1 (jln.b.../ (Seal) Signed, sealed, published and declared by the above named Testator, ANNA E. BEERS, as and for her Amendment to her Last will and Testament in the presence of us, who, at her request and in her presence and in the presence of each other, have hereunto subscribed our names as witnesses thereto. ~~/ ~~/<G' 4 cr4..-<:/~ ~~~1 ~~~~5~ Ylu.;r /? <j 3. ~/J1. >>1 _ /j'l~,....() NoIarial Seal 00I0res M. o,.lef. Nolary Pld: WG5t FaiMew 1m, CuTtJerMj CoonIy MyC<xmissioo Expires O:t 12. 1993 Member, f'enr6ytvaniaAsoodaOOn of ~ /?-.6c:2- / ~ BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. Z80601 HARRISBURG, PA 171Z8-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISE"ENT. ALLOWANCE DR DISALLOWANCE OF DEDUCTIONS AND ASSESS"ENT OF TAX I: BETSY AlBRIGHt" J TINNES & ALBRIGHT PO BOX 912 LOYSV:tLLE DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN 12-23-2002 BEERS 04-21-2002 21 02-0450 CUMBERLAND 101 I'., , i '* REV-1547 EX AFP (01-021 ANNA E Allount Rellitted PA 17047 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=i547'-e.X-AFP-roY=02Y-NOTice.--OF-YNHe.iiiiANCE-TAX-APPRAiSEM-ENT~--ALioWANCE-(fR----------------- DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF BEERS ANNA E FILE NO. 21 02-0450 ACN 101 DATE 12-23-2002 TAX RETURN WAS: (X) ACCEPTED AS FILED ) CHANGED If an assessment was issued previously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect figures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Allount of Line 14 at Spousal rate (15) 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 8 rate (18) 19. Principal Tax Due TAX CREDITS: RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) 2. Stocks and Bonds (Schedule B) 3, Closely Held Stock/Partnership Interest (Schedule C) 4. "ortgages/Notes Receivable (Schedule D) 5. Cash/Bank Deposits/"isc. Personal Property (Schedule E) 6, Jointly Owned Property (Schedule F) 7. Transfers (Schedule G) 8. Total Assets (1) (2) (3) (4) (5) (6) (7) .00 ,00 .00 ,00 4.722,98 .00 ,00 (8) APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Adll, Costs/"isc. Expenses (Schedule H) 10. Debts/"ortgage Liabilities/Liens (Schedule I) 11. Total Deductions 12. Net Value of Tax Return 13. Charitable/Governllental Bequests; Non-elected 9113 Trusts (Schedule J) 14. Net Value of Estate Subject to Tax (9) ClO) 5.527.50 .00 (II) (12) (13) (14) NOTE: .00 X ,00 X .00 X .00 X NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. 4.722,98 5.527 50 804,52- .00 804,52- 00 = 045 = 12 = 15 = .00 .00 .00 .00 .00 (19)= -(+) A"OUNT PAID DATE NU"BER INTEREST/PEN PAID (-) TOTAL TAX CREDIT .00 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 $1. NO PAY"ENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR). YOU "AY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FOR" FOR INSTRUCTIONS.) STATUS REPORT UNDER RULE 6.12 Name of Decedent: ANNA & r.:s 66yt:?S Date of Death: .A p.r: 11- 7....- J -:?..;~ 2-. ./ Will No.: ~ 1-61- 480 Admin. No.: ~z/ OK. 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 whe~er administration of the estate is complete: Yes Q/ No 0 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal r~re~ntative file a final account with the Court? Yes _ No IJJ'" b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representati~ st~e an account informally to the parties in interest? Yes 0 No [iJ./ . 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. s~:;7~'~~ N \':J C) c-::~ Name o 01 Q- ~ ~ Address i) ?8 ...:Ji - ;.:: '") :-:: :', r--: ......J~ Telephone No. Capacity: 0 Personal Representative o Counsel for personal representative