HomeMy WebLinkAbout03-0629
- . PETITION FOR PROBATE and GRANT OF LETTERS
Estate of Mary Jane Lowe No. ~/- /)3- w29
also known as Mary Jayne Lowe To:
Register of Wills for the
, Deceased. County of Cumberland in the
Social Security No. 207-07-8959 Commonwealth of Pennsylvania
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut rix named
in the last will of the above decedent, dated January 28 ,19~
and codicil(s) dated NONE
(state relevant circnmstances, e.g. renunciation. death of executor, etc.)
Decendent was domiciled at death in rl1m....",..-J!>nrl County, Pennsylvania, with
her last family or principal residence at 204 Hllmmpl Av } T pmnynp J PA
l.t...,... B.~."'.sh
(list street, number and muncipality)
Decendent, then 82 years of age, died July 23 .~ 2003 ,
at The Middletown Home
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; N()N"R
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 150.000
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $ lUU,UUU
Value of real estate in Pennsylvania $
situated as follows: 204 Hummel Ay.. Lemoyne. PA 17043
..
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters te!'ltamentary
(testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
theron.
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OATH OF PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 1
COUNTY OF Cumberland J 58
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-
ta6ve(s) of the above deoed.", peti60ner(s) will w~y -0;:;:; t~~ to law.
Sworn to or aff"~ed*- and subscribed { ~
before .e this . ~. day of ~
~~ a
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egister \,_ \ 55~ 14-
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Estate of Mary Jane Lowe , Deceased
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW j,tl_, in consideration of the petition on
the reverse side eof, sat factory proof having been presented before me,
IT IS ,DECREED that the instrument(s) dated January 28. 1999
. described therein be admitted to probate and filed of record as the last will of
Mary Jane Lowe ;
and Letters Testamentary
are hereby granted to Jeri Ann Blanch
~n,,--,mntmliJf ilf"~ fJR.1~~
lRegister of Wills t} ~
FEES
Probate, Letters, Etc. ......... $~70. 00 Debra K. Wallet (23989)
Short Certificates( ).......... $ JQ. 00 ATTORNEY (Sup. Ct. I.D. No.)
~q;",tian.~~.~.... $ C).OO 24 N. 32nd St.. Camp Hill. PA 17011
~1I. P $ /O.OD ADDRESS
Filed .... .i. y.-~~~~ =. ~: ~.~ . (717) 737-1300
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cumberland County - Register Of wills
One Courthouse Square
Carlisle, PA 17013
Phone: (717) 240-6345
Date: 6/15/2005
WALLET DEBRA K
24 N 3200 ST
CAMP HILL, PA 17011
RE: Estate of LOWE MARY JANE
File Number: 2003-00629
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: 7/23/2005
Your prompt attention to this matter will be appreciated.
Thank You.
Sincerely,
~..!~!Aj~
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
cc: File
Personal Representative(s)
Judge
uA
H 10'UHVl REV q/i{(;
This is to certifY that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate, $2.00 ~n~g~
P 9268920 JUL 2 5 2003
No. Date
'l~V 2/87 COMMONWEALTH OF PENNSYLVANIA. OEPARTMENT OF HEALTH. VITAL RECOROS
CERTIFICATE OF DEATH
srATE FILE ~UM'eEA
~.AMEO~~~~NTI"~~d~.~~LOW~'-'---------------- - -- -__-------- :E;ema-;J:~C;~;UAiTV-N~"~EA 8 ---- )3 .)003
....GE (last Blflhday) UNDER 1 YEAA UNDER 1 DAY BIRTHPLACe ;c.I'r dr-d PLACE OF DEATH jf)'€(;k only fJl'e -- '>t!e ,nSllU(.l,f",~onOft>el SltJel
82 Monch. 1 Da.,s HOOfS i Minutes ';itala Of t-crt:t<Jn Cex;(llly) HospiTAL-
Lemoyne, Pa. I"pa".'" [J r~"'" DOAD g';:,ty) 0
Yrs. ER/Oulpalllm. U
.
5. . 7. ...
COUNTY OF DERH FACilITY NAME (II 1101 11l!;H'ldIOo. give slr~l and numbef,
Dauphin 14. Th( ,A1 "CJ V It'
. White
lllI. ...
DECEDENT'S USUAL OCCUPATION KINO OF RUSINE SSlINOUSTRY WAS DECEDENT e"EA IN MARITAL STATUS. Mamed SURVIVING SPOVSE
(Give kllld a .WOIk done during InosI former A & P us. ARMED FORCeS? NaWlir Manlftd. Widowed, (II Nile. ;)Ive Il'lSlO8n name)
n!ea:~"'.ho"';ure"';~ V.50 NoG( DiYOfc8d (Speclfyl
. 11.. 11b. store ... ,.widowed
DECEOE~Td 4A1l1NG ADOAESsiSlreet CltyfTown. State. Zip Codel DECEDENT'S 17.. Slale Pa.
. Humme Ave. ACTUAL Did S~iatara IWp
RESIDENCE decedenl
Lemoyne, Pa. 17043 lSee In.rUCllOll& 1lY9lna
on other SIde) l1b. Coun",.. Da Uph;i n IO\llrnSlup? 17d.D :h=...i=ot
... cltylboro
FATHER'S NAME (rlfSI. MiOdle. Last) MOTHEA'S NAME IFlIsl, Middle. Malden SlJmamel
... II. D. Pisle
INFORMANT'S NAME (T ypelPru...11 INF OQRESS IStreet. CltylTown, Stale. lip Codel
.k Jeri Ann Blanch _495 2nd st H' 170H
METHOD OF DiSPOSITION DATE OF D'SPOSHION PLACE OF DISPOSITION. Name of Cemetery, Crematory LOCATION - CilylTown. State. Zip Code
. Bunal rn Cremation 0 Remo."., Irom Sial. 0 (Monlh, Day, Yea!) or Ottt.r Place Camp Hill, Pa.
DonatIOn 0 Other (SpecIfy D .,I
. 21.. 21d.
. ::~\Drrn=~E~ PERSON ACTING AS SUCH
&C.S.lnc. 324
Com~et. items 23a..c ani., when cartlfylng
physICian IS not a\/attable at time of death to
eeRily cause of death
IIams 24.26 must be campl.11K! by
person who pronounces death. .02003
...
Ifdhlry arresl, Shock or hear1lalluf. . Approlumat. PAATII: OtMr significant ~conlributingto~ath, bul:
: interval berv.Hn nol resulting in the undettying tauH given in PART I.
IMMEDIATE CAUSE (FInal I oflMl: and dealh aLC~nVE tff.4/ir 6,t.ulL
I
disease Of COl"\ddlO(l I
'usulhnglOdealhl_ a L I
?V.vC I
{; H........c;u ,
Sequenti...., IiII coodihons I: ,
if any, ktading 10 immedla.e ,
cause. Ent... UNOERLytNQ ,
CAUSE (n&ease or Il1fU'Y I
. !hat lOIt6aled events DUE TO (OR AS A CONSEQUENCE OF), I
,esutIlng Ifl oealh) LAST .
WAS AN AUTOPSY WERE AUTOPSY FINDtNGS MANNER OF DEATH DATE OF INJURY TIME OF INJURY INJURY AT WORK? DESCRlse HOW INJURY OCCURRED.
PERFORMED? AVAlLASlE PRIOR 10 {MOnltl. Day. Y~an
COMPLETION OF CAUSE ~ D
OF DEATH? Natural Homicide D NoD
D D Yos
Accident Pending InveslIgation
D No I't- Vos D NoD D o ~CE OF INJURY - AI home, larm.O:~e.l. factory, ottic. ...
Yo. SuICide Could noc be delemllned
..., buddlng.8tc.\Sp6CI'v.
...., ... '00.
CERTIFIER (Check onl., one)
.CERTlFYtHG PHYSICIAN (PhYSICian celltlYlng caus~ of death .....he" another phySICoan has plonounced deal'" "no ~om~.ert!d Ilem 2Jl D
To lhe be.. o. my knowledge, d.ath occurred dUelo the cau..(sJ and manner a. atated. .
. PRONOUNCING AND CERTIFYING PHYSiCIAN IPhyslClan bolh >J10I1OUflClng tlealh d/ld cer1IIYlflg 10 cause 01 dedthl 0
To the betlt of my knowl~., d..th occurred a' the lime, de'e, .nd place, "nd due to the CaUH(.)"nd manner.s slated..
'MEDICAL EXAMINER/CORDNER
On the bllllo' .lImination Ind/orinvestigation, in my opinion, duth occurred at the time, dale, and place, and due to the uuse(s) and D
manner.. slated.. , . . . . . . . . .. .......... _ . . . . . . . . . . . . . . . . . . . . . . . . . _ . . . . . . . . . . . . . . . . . . . . . , . . . . . . . . . . . . . . . , . . . . . , . . .
31a.
REGISTRAR'S SIGN....TURE AND NUMBER ~k~~ ,:1./I:lI/I/1
PS: lid/?3
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LAST WILL AND TESTAMENT
OF
MARY JANE LOWE
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I, MARY JANE LOWE of the Borough of Lemoyne, Cumberland County, Pennsylvania,
declare this to be my Last Will and revoke any Will previously made by me.
ITEM 1: I devise and bequeath the following:
A. The sum of One Thousand Dollars ($1,000.00) called Helen O. Krause Animal
Foundation, Inc. of Mechanicsburg, Pennsylvania, or its successors.
B. The sum of One Thousand Five Hundred Dollars ($1,500.00) to my friend,
LINDA WAGNER of 945 Old Mountain Road, Dillsburg, Pennsylvania 17019.
C. The sum of Seven Thousand Dollars ($7,000.00) to each of my grandchildren,
namely:
(1) Stacy Ann Lowe of97 Lexington Avenue, New York, New York 10016.
~~~ (2) Steven Thomas Lowe of 165 Kerry Lynn Court, Williamstown, New Jersey
08094.
8~ H
~ (3) Amanda Lowe, C/O Conway Travel and Tour Agency, 10 Nate Whipple
~~
\~ Highway, Cumberland, Rhode Island 02864
~~ ITEM 2: I request my personal representative to consider making distribution of items
,,~0 of personal property to individuals who are noted in a memorandum separate from this my Last
\, . -,.-.~~
Will. The separate memorandum may be contained in my safety deposit box or with my other
valuable papers.
1
.
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ITEM 3: I devise and bequeath the residue of my estate of every nature and
wheresoever situate, together with insurance thereon, in equal shares, to JERI ANN BLANCH
and MICHELE nAO of 705 New Bloomfield Road, Duncannon, Pennsylvania 17020, or to their
respective issue.
ITEM 4: My funeral and burial expenses are pre-arranged and are paid in full through
Musselman Funeral Home, Inc. of324 Hummel Avenue, Lemoyne, Pennsylvania. My body is to
be interred at Rolling Green Cemetery, 1811 Carlisle Road, Camp Hill, Pennsylvania, where I
made pre-arrangements and paid in full for same.
ITEM 5:1 appoint my niece, JERI ANN BLANCH of 495 Second Street, Highspire,
Pennsylvania 17034, Executrix of this my Last Will. Should JERI ANN BLANCH fail to
qualify or cease to act as my Executrix, I appoint my niece, MICHELE nAO, Executor of this
my Last Will.
ITEM 6: I direct that my personal representatives or their successors shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
~ rLI ITEM 7: I direct that all my just debts and funeral expenses be paid as soon as practical
s:
0 after my death.
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IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will
~ f'~ay of l
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and Testament, this !/;t1~L(crl<--- , 1999.
L 77 f1irY
/ / }A . ~.. c?ut/.r/ ,
MARY J LOWE /' Signed, sealed, published and declared by the above-named Testatrix as and for her Last
Will and Testament in our presence, who, at her request, in her presence and in the presence of
each other, have hereunto subscribed our names as attesting witnesses.
residing at 1'15" ~ d Jt:..) 'f./;~, 'ria, nO:31
'3ClOI ~ 5'[--
esiding at ~ {I .dJ ) ~. lTOll
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COMMONWEALTH OF PENNSYLVANIA )
) ss:
COUNTY OF CUMBERLAND )
We, MARY JANE LOWE, ]6,.U iL/rJ 1J~ , and
,
!ftttry ( (1t-//IJ-L- , the Testatrix and the witnesses respectively, whose
J
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and executed the instrument as her
Last Will and that she had signed willingly, and that she executed it as her free and voluntary act
for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of
the Testatrix, signed the will as witness and that to the best of his or her knowledge, the Testatrix
was at the time eighteen (18) years of older, of sound mind and under no constraint or undue
influence.
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WItness t ~
Subscribed, sworn and acknowledged before me E /e< /V 13 t!:.y4lE by MARY
JANE LOWE, the Testatrix, and subscribed and sworn to before me by /
.:r ULI A-NtJ 6L~ and 1Ie.t\~ F. OIf~<- , the witnesses,
this 2.~ dayof -::r~ ,19 .
A~4 ~
-Notary Public . / (SEAL)
~NOfAIWSIAI.
. ' .. COYNI. NoNry Public
'lIit,..." Twp., Omlberlond County, PA
4 "" c......on ExpIreI Jun. 26, 2000
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COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003138
WALLET DEBRA K ESQUIRE
24 N 32ND STREET
CAMP HILL, PA 17011
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
____un fold ---.._---- --------
101 I $34,500.00
ESTATE INFORMATION: SSN: 207-07-8959 I
FILE NUMBER: 2103-0629 I
DECEDENT NAME: LOWE MARY JANE I
DATE OF PAYMENT: 10/17/2003 I
POSTMARK DATE: 00/00/0000 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 07/23/2003 I
I
TOTAL AMOUNT PAID: $34,500.00
REMARKS: JERI A BLANCH C/O
DEBRA K WALLET ESQUIRE
CHECK#12
INITIALS: AC
SEAL RECEIVED BY: DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
-
BEFORE THE REGISTER OF WILLS,
CUMBERLAND COUNTY, PENNSYLVANIA
CERTIFICATION OF NOTICE UNDER RULE 5.6(a)
Name of Decedent: Mary Jane Lowe
Date of Death: July 23, 2003
Will No. 2003-00629
To the Register:
I certify that notice of beneficial interest required by Rule 5. 6( a) of the Orphans' Court
Rules was served on or mailed to the following beneficiaries of the above-captioned estate on
October 23, 2003.
Name Address
J eri Ann Blanch 495 Second Street
Highspire, PA 17034
Michele Jiao 705 New Bloomfield Road
Duncannon, P A 17020
Linda Wagner 945 Old Mountain Road
Dillsburg, PA 17019
Stacy Ann Lowe 1217 Washington Street, #20A
Hoboken, NJ 07030
Steven Thomas Lowe 165 Kerry Lynn Court
Williamstown, NJ 08094
Amanda Lowe 27 Webster Street
Newport, RI 02840
Helen O. Krause Animal Foundation, Inc. P.O. Box 311
Mechanicsburg, P A 17055-0311
-
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None
Date: October 23. 2003 ~b ~,~.r
Debra K. Wallet, Esquire
24 N. 32nd Street
Camp Hill, PA 17011
(717) 737-1300
Counsel for personal representative
EV.".m.'....' . I REV -1500 OF"IG;AL USE ONLY
COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN FILE NUMBER
DEPAR6~~~T2~~~VENUE RESIDENT DECEDENT 21 03 00629
HARRISBURG, PA 17128-0601 COUNTY CODE YEAR NUMBER
DECEDENT'S NAME (LAST. FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER
Lowe, Mary Jane 207-07-8959
...
~ DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE
~ 07/23/2003 i 07/31/1920 REGISTER OF WillS
Q (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST. FIRST AND MIDDLE INITIAL) -'-------- SOCIAL SECURITY NUMBER
I
-- 1. Original Return 2. Supplemental Return D 3. Remainder Retum (date of death prior to 12-13-82)
w
lO: 5 III 4, Limited Estate 4a. Future Interest Compromise (date of death after D 5. Federal Estate Tax Return Required
o ll:: lO: 12-12-82)
wQ.o
G li! 9 6. Decedent Died Testate (Attach copy 7. Decedent Maintained a Living Trust (Attach 1 8. Total Number of Safe Deposit Boxes
ll: III of Will) copy oITrust)
cc 9. Litigation Proceeds Received 10.
....
IIlz
II! l!l IRM NAME (If applicable)
~ i5 Law Offices of Debra K Wallet 24 North 32nd Street
o Q. ~. Camp Hill, PA 17011
ELEPHONE NUMBER
717/737-1300
I:. Real "'tate (Sohed,', A) (1) _ u 96,871.7'1;, . ""'''' "CO""
I 2. Stocks and Bonds (Schedule B) (2) 23,000.0~...-_.\ " ~
I'
I 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3)_ None ~
4. Mortgages & Notes Receivable (Schedule D) (4) None;:O
'-- N
5. Cash, Bank Deposits & Miscellaneous Personal Property (5) 147987.44 W
(Schedule E) _ ' .
6. Jointly Owned Property (Schedule F) (6) None ~
i5 D Separate Billing Requested --
~ ,7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) None ~
i:! ! (Schedule G or L)
~ 8. Total Gross Assets (total Lines 1-7) (8) 267,859.17
o __
II! 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 4,025.20
10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 4,565.03
11. Total Deductions (total Lines 9 & 10) (11) 8,590.23
12. Net Value of Estate (Line 8 minus Line 11) (12) 259,268.94
13. Charitable and Governmental Bequests/See 9113 Trusts for which an election to tax has not been (13) 1,000.00
made (Schedule J)
14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 258,268.94
SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES
15.Amount of Line 14 taxable at the spousal tax rate. x .00 (15)
or transfers under Sec. 9116(a)(1.2) --_~___ _
~ 16.Amount of Line 14 taxable at lineal rate 21,000.00 x .045 (16) 945.00
.... -~--_._--_.._-- - ~-~-
~
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!i 17.Amount of Line 14 taxable at sibling rate x .12 (17)
o _'_
o
~ 18. Amount of Line 14 taxable at collateral rate 237,268.94 x .15 (18) 35,590.34
1,9. Tax D,e (19) 36,535.3'
I 20. D CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT.
Copyright 2000 form software only The Lackner Group, Inc. Form REV.1500 EX (Rev. 6-00)
\J.
Decedent's Complete Address:
STREET ADDRESS
204 Hummel Avenue
CITY Lemoyne I STATE PA I ZIP 17043
Tax Payments and Credits:
1. Tax Due (Page 1 Line 19) (1 ) 36,535.34
2. Credits/Payments
A. Spousal Poverty Credit
8. Prior Payments 34,500.00
C. Discount 1,815.79
Total Credits (A + 8 + C) (2) 36,315.79
3. Interest/Penalty if applicable
D. Interest
E. Penalty
Total Interest/Penalty (D + E) (3) 0.00
4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4)
Check box on Page 1 Line 20 to request a refund 219.55
5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5)
A. Enter the interest on the tax due. (5A)
8. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (58) 219.55
Make Check Payable to: REGISTER OF WILLS, AGENT
.I.il~m I -r .IlWII1W LL;Jifl=' .g~ilfllll ][1] l..
PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS
1. Did decedent make a transfer and: Yes No
a. "'''';, the "'" 0' ;'oom, of th, P"'po", .""lerred;..... ....... .... ... .... ... .... ..................................................~ I
b. ~:::~ ~h~e~~~~i:~:~s:~~e~~s~~~. .~~~~~ .~.~.~. ~.~~. :.~~:.~~.~. ~~~.~~~~~~~~. ~~. ~~~ .i.~.~.~~~::::::::::::::::::::::::::::::::::::
c.
d. receive the promise for life of either payments, benefits or care?............................................................ ~
2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without ~
receiving adequate consideration?................................................................................................................... 0
3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death?........ 0 ~
4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which ~
contains a beneficiary designation?................................................................................................................. .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.
Under penalties of pe~ury, I declare that I have examined this retum, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration
preparer other than the personal representative is based on all information of which preparer has any knowledge.
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN ADDRESS DATE
Jeri nn ~Ian 495 Second Street 1~/otf
Highspire, P A 17034
ADDRESS o'ATE
SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS DATE
Debra K. Wallet 24 North 32nd Street
1IIfi.~ 1/. ~ Camp Hill, PA 17011 '" (22/0a/
_^'__~ m.. __I*''' "if'-" , ,..mmw re." .
For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the
surviving spouse is 3% [72 P.S. 99116 (a) (1.1) (i)].
For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0%
[72 P.S. 99116 (a) (1.1) (ii)]. The statute does not exemDe transfer to a surviving spouse from tax, and the statutory requirements for disclosure
of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary.
For dates of death on or after July 1, 2000:
The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural
parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 99116 (a) (1.2)].
The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 99116
1.2) [72 P.S. 99116 (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. 99116 (a) (1.3)]. A sibling is defined,
under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption.
*' SCHEDULE A
REAL ESTATE
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF I FILE NUMBER
Lowe, Mary Jane 21 - 03 - 00629
All real property owned solel~ or as a tenant in common must be re~orted at fair market value. Fair market value is defined as the price
at which property would be exc anged between a willing buyer and a wil ing seller, neither being compelled to buy or sell, both having
reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on
schedule F.
ITEM DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 204 Hummel Avenue, Lemoyne, P A 17043 96,871.73
(based on proceeds from sale - see attached HUD 1)
TOTAL (Also enter on Line 1, Recapitulation) 96,871.73
, " -.
OMB NO. 2502-0265 ~
A. B. TYPE OF LOAN:
U.S. DEPARTMENT OF HOUSING & URBAN DEVELOPMENT 1.DFHA 2.DFmHA 3. ~CONV. UNINS. 4.DvA 5. DCONV. INS.
6. FILE NUMBER: 17. LOAN NUMBER:
SETTLEMENT STATEMENT NAUGLE 3004000995
8. MORTGAGE INS CASE NUMBER: OLD MORTGAGE INS CASE NUMBER:
6.625%\F\698 JSG
C. NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown.
Items marked "[POCr were paid outside the closing; they are shown here for informational purposes and are not included in the totals.
1.0 3/98 (Naugle.pfdlNAUGLE/15)
D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER:
JIMMIE B. NAUGLE ESTATE OF MARY JAYNE LONG LOWE GATEWAY FUNDING
204 HUMMEL AVENUE
LEMOYNE, PA 17043
G. PROPERTY LOCATION: H. SETTLEMENT AGENT: 25-1857112 I. SETTLEMENT DATE:
204 HUMMEL AVENUE Midstate Abstract Company
LEMOYNE, PA 17043 September 23, 2003
CUMBERLAND County, Pennsylvania PLACE OF SETTLEMENT
2331 Market Street
Camp Hill, PA 17011
J. SUMMARY OF BORROWER'S TRANSACTION K. SUMMARY OF SELLER'S TRANSACTION
100. GROSS AMOUNT DUE FROM BORROWER: 400. GROSS AMOUNT DUE TO SELLER:
101. Contract Sales Price 110,000.00 401. Contract Sales Price 110,000.00
102. Personal Property 402. Personal Property
103. Settlement CharQes to Borrower (Line 1400) 4,981.47 403.
104. 404.
105. 405.
Adiustments For Items Paid Bv Seller in advance Adjustments For Items Paid By Seller in advance
106. CitvfTown Taxes to 406. CityfTown Taxes to
107. County Taxes 09/23/03 to 01/01/04 101.46 407. County Taxes 09/23/03 to 01/01/04 101.46
108. School Taxes 09/23/03 to 07/01/04 829.08 408. School Taxes 09/23/03 to 07/01/04 829.08
109. Trash Pro Ration 09/23/03 to 10/01/03 2.96 409. Trash Pro Ration 09/23/03 to 10/01/03 2.96
110. 410.
111. 411.
112. 412.
120. GROSS AMOUNT DUE FROM BORROWER 115,914.97 420. GROSS AMOUNT DUE TO SELLER 110,933.50
200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: 500. REDUCTIONS IN AMOUNT DUE TO SELLER:
201. Deposit or earnest money 1,000.00 501. Excess Deposit (See Instructions)
202. Principal Amount of New Loan(s) 109,100.00 502. Settlement Charaes to Seller (Line 1400) 10,742.77
203. ExistinQ loan(s) taken subiect to 503. ExistinQ loan(s) taken subiect to
204. 504. Payoff of first Mortgage
205. 505. Payoff of second Mortaaae
206. 506.
207. 507. (Deposit disb. as oroceeds)
208. Seller Paid Prepaids 1,944.26 508. Seller Paid Prepaids 1,944.26
209. Seller Paid Closino Cost 1 374.74 509. Seller Paid Closina Cost 1 374.74
JJrI;II~'rru:u"J'r.o t::nr 1I.o.-t" II"noi'" ell C.ollnr Jl,J;..^'__....I_ c".. "_ _ 1'"",...._:;.1 D.. C"'_II__
~ page ;{
L. SETTLEMENT CHARGES
700. TOTAL COMMISSION Based on Price $ @. % 7,700.00 PAID FROM PAID FROM
Division of Commission (fine 700! as Follows: BORROWER'S SELLER'S
701. $ 4,425.00 to REALTY EXECUTIVES FUNDS AT FUNDS AT
702. $ 3,275.00 to RE/MAX REALTY ASSOCIATES SETTLEMENT SETTLEMENT
703. Commission Paid at Settlement 7,700.00
704. to
800. ITEMS PAYABLE IN CONNECTION WITH LOAN
801. Loan Origination Fee % to
802. Loan Discount % to
803. Appraisal Fee to LEO, ARMAN - LG CO 325.00
804. Credit Report to FACTUAL DATA 50.00
805. Lender's Inspection Fee to GATEWAY FUNDING 75.00
806. Commitment/Lock Fee to GATEWAY FUNDING 75.00
807. Tax Service Fee to GATEWAY FUNDING 81.00
808. UW.lProcessing Fee to GATEWAY FUNDING 75.00
809. Flood Certification Fee to FIRST AMERICAN FLOOD 17.50
810.
811.
900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE
901. Interest From 09/23/03 to 10/01/03 @ $ /day ( 8 days %) 158.42
902. MortQaQe Insurance Premiumfor months to GA TEWA Y FUNDING 1,600.00
903. Hazard Insurance Premium for 1.0 years to
904. FHA MIP CASH PORTION 1.0 years to GATEWAY FUNDING .' 12.50
905.
1000. RESERVES DEPOSITED WITH LENDER
1001. Hazard Insurance 4.000 months $ 33.42 oer month 133.68
1002. Mortgage Insurance months $ 44.57 per month
1003. CityfTown Taxes months $ oer month
1004. County Taxes 9.000 months I $ 30.23 oer month 272.07
1005. School Taxes 5.000 months @ $ 87.80 per month 439.00
1006. FHA MIP CASH PORTION months ( $ oer month
1007. months $ oer month
1008. AQQreqate Adjustment months il. $ oer month -390.45
1100. TITLE CHARGES
1101. Settlement or Closinq Fee to
1102. Abstract or Title Search to
1103. Title Examination to
1104. Title Ihsurance Binder to
1105. Document Preparation to
1106. Closing Service Letter to Midstate Abstract Company 35.00
1107. Attorney's Fees to
(includes above item numbers: )
1108. Title Insurance to MIDSTATE ABSTRACT 918.75
(includes above item numbers11 02, 1103 & 1104 )
1109. Lender's Coverage $ 109,100.00
1110. Owner's Coverage $ 110,000.00
1111. Endorsements 100, 300, 8.1 to Midstate Abstract Company 150.00
1112. Notary Fee Cash
1113. Notary Fee to Cash 5.00
1114. 2003 School Taxes to Faith A. Nicola, Treasurer 1,075.84
1115. Home Warranty ___ - to HSA Home Warranty 399.00
*' SCHEDULE B
STOCKS & BONDS
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lowe, Mary Jane I FILE NUMBER
21 - 03 - 00629
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM DESCRIPTION UNIT VALUE VALUE AT DATE OF
NUMBER DEATH
1 2 $10,000 Series HH Savings Bonds 20,000.00
2 3 $1,000 Series HH Savings Bonds 3,000.00
TOTAL (Also enter on line 2, Recapitulation) 23,000.00
. SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
COMMONWEALTH OF PENNSYLVANIA PERSONAL PROPERTY
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lowe, Mary Jane I FILE NUMBER
21 - 03 - 00629
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 DESCRIPTION VALUE AT DATE OF
NUMBER DEATH
1 Fulton Bank CD #522-0092477 29,909.55
2 Fulton Bank CD #052-0111694 11,760.16
3 PNC Checking Account #5140129078 38,218.93
4 Waypoint Bank CD #555299949 13,249.47
5 M&T CD #31003914526115 17,537.77
6 M&T CD #31003914490435 18,348.40
7 M&T CD #31003914481450 15,545.27
8 Household items purchased with sale of home 700.00
9 Household items based on proceeds from auction 1,115.00
10 1994 Chevrolet Cavalier (based on appraisal) 400.00
11 Comcast Cable refund 15.88
12 Harleysville Insurance refunds 576.00
13 United Healthcare refund 572.04
14 Holy Spirit Hospital refund 22.72
15 Verizon refund 5.45
16 Heritage Medical Group refund 10.80
TOTAL (Also enter on Line 5, Recapitulation) 147,987.44
. SCHEDULE H I
FUNERAL EXPENSES &
COMMONWEALTH OF PENNSYLVANIA ADMINISTRATIVE COSTS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lowe, Mary Jane I FILE NUMBER
21 - 03 - 00629
Debts of decedent must be reported on Schedule I.
ITEM DESCRIPTION AMOUNT
NUMBER
A. FUNERAL EXPENSES:
I PREPAID
B. ADMINISTRATIVE COSTS:
1. Personal Representative's Commissions
Social Security Number(s) I EIN Number of Personal Representative(s):
Street Address
City State _ Zip
Year(s) Commission paid
2. Attomey's Fees Debra K. Wallet, Esq. 3,000.00
3. Family Exemption: (If 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 344.00
5. Accountant's Fees
6. Tax Retum Preparer's Fees Kathee Hoyer 30.00
7. Other Administrative Costs
1 Cumberland Law Journal (advertisement of grant ofletters) 75.00
2 The Patriot News (advertisement of grant of letters) 67.09
Total of Continuation Schedule(s) 509,11
TOTAL (Also enter on line 9, Recapitulation) 4,025.20
*' Schedule H
Funeral Expenses &
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN Administrative Costs continued
RESIDENT DECEDENT
ESTATE OF Lowe, Mary Jane I FILE NUMBER
21 - 03 - 00629
3 Joseph Jaio (home repair) 63.11
4 Pennsylvania American Water 46.83
5 Verizon 78.17
6 PP&L 84.38
7 UGI 11.62
8 Jack O'Neill (grass cutting) 175.00
9 Photocopies, postage, mileage, etc. 50.00
Page 2 of Schedule H
*' SCHEDULE I
DEBTS OF DECEDENT, MORTGAGE
COMMONWEALTH OF PENNSYLVANIA LIABILITIES, & LIENS
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lowe, Mary Jane I FILE NUMBER
21 - 03 - 00629
Include unreimbursed medical expenses.
ITEM DESCRIPTION AMOUNT
NUMBER
1 The Middletown Home 4,070.43
2 VOl 25.33
3 PP&L 48.30
4 Lower Swatara EMS 65.00
5 Holy Spirit Hospital 28.40
6 Bankcard Services 36.26
7 Nephrology Assoc. of Central PA 29.02
8 Internists of Central P A 37.58
9 Pathology Assoc. of Central P A 12.98
10 Morritt Heart & Vascular Group 24.77
11 Heritage Medical Group 49.63
12 Robert 1. Kantor, M.D. 26.67
13 Quantum Imaging & Therapeutic 83.46
14 Douglas A. Bream, DPM, PC 2.71
15 Hettick Internal Medicine 4.19
16 East Shore Surgical Assoc. 10.15
17 Bronstein Jeffries, PA 10.15
TOTAL (Also enter on Line 10, Recapitulation) 4,565.03
REV-1513 EX+ (9.00) *'
SCHEDULE J
COMMONWEALTH OF PENNSYLVANIA BENEFICIARIES
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF Lowe, Mary Jane I FILE NUMBER
21 - 03 - 00629
RELATIONSHIP TO AMOUNT OR SHARE
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY DECEDENT OF ESTATE
nn"
I. TAXABLE DISTRIBUTIONS (include outright spousal distributions)
1 Linda Wagner Friend 1,500.00
945 Old Mountain Rd., Dillsburg, P A 17019
2 Stacy Ann Lowe Granddaughter 7,000.00
1217 Washington St., #20A, Hoboken, NJ 07030
3 Steven Thomas Lowe Grandson 7,000.00
165 Kerry Lynn Ct., Williamstown, NJ 08094
4 Amanda Lowe Granddaughter 7,000.00
27 Webster St., Newport, RI 02840
5 Michele Jiao Niece 1/2 of residuary estate
705 New Bloomfield Rd., Duncannon, P A 17020
6 Jeri Ann Blanch Niece 1/2 of residuary estate
495 Second St., Highspire, P A 17034
Enter dollar amounts for distributions shown above on lines 15 through 18, 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
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
1 Helen O. Krause Animal Foundation 1,000.00
TOTAL OF PART II-ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET 1,000.00
REV-485 EX+ (9-00) '*
SAFE DEPOSIT BOX
COMMONWEALTH OF PENNSYLVANIA INVENTORY
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT, 280601
HARRISBURG. PA 17128-0601 Please Print or Type
MUST BE COMPLETED BY REPRESENTATIVE OF FINANCIAL INSTITUTION WHERE SAFE DEPOSIT BOX IS LOCATED AND RETURNED TO ABOVE ADDRESS
COUNTY CODE FILE NUMBER SOCIAL SECURITY OR DEATH CERTIFICATE NUMBER
^ 7 0'''' ,~ ~ -,~
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. DECEDENT'S NAME (LAST. FIRST. MIDDLE) DATE OF DEATH
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(STREET) (STATE) (ZIP CODE)
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(CITY) (STATE) (ZIP CODE)
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NAME, ADDRESS AND RELATIONSHIP (IF ANY) TO DECEDENT, OF PERSON(S) PRESENT AT THE BOX OPENING
a. (NAME) .JI. - (RELATIONSHIP)
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(STREET NAME) (CITY) (STATE) (ZIP CODE)
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b. (NAME) (RELATIONSHIP)
(STREET NAME) (CITY) (STATE) (ZIP CODE)
c. (NAME) (RELATIONSHIP)
(STREET NAME) (CITY) (STATE) (ZIP CODE)
. NAME AND ADDRESS OF FINANCIAL INSTITUTION WHERE THE SAFE DEPOSIT BOX IS LOCATED
(NAME) I.IV C
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(STREET NAME) (CITY) (STATE) (ZIP CODE)
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I NAME OF PERSON MAKING LAST ENTRY DATE AND TIME OF LAST ENTRY
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DATE OF CONTRACT TO RENT BOX NUMBER OF BOX . TITLE UNDER WHICH BOX IS REQUESTED
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NAME AND ADDRESS OF PERSON(S) HAVING ACCESS TO BOX
a. (NAME) J I b. (NAME) - II
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(STREET ADDRESS) It (STREET ADDRESS) 1/
(CITY) (STATE) (ZIP CODE) (CITY) (STATE) (ZIP CODE)
I (
. NAME AND mLE OF EMPLOYEE TAKING THE INVENTORY
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WAS A WILL IN THE BOX? DYES ONO If yes, a. Date of will:
.
b. Name and address of personal representative, If named In the will
(NAME)
(STREET NAME) (CITY) (STATE) (ZIP CODE)
c. Name and address of attorney, if any
(NAME)
(STREET NAME) (CITY) (STATE) (ZIP CODE)
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"TI
LAST WILL AND TESTAMENT
OF
MARY JANE LOWE
I, MARY JANE LOWE of the Borough ofLemoyne, Cumberland County, Pennsylvania,
declare this to be my Last Will and revoke any Will previously made by me.
ITEM 1: I devise and bequeath the following:
A. The sum of One Thousand Dollars ($1,000.00) called Helen O. Krause Animal
Foundation, Inc. of Mechanics burg, Pennsylvania, or its successors.
B. The sum of One Thousand Five Hundred Dollars ($1,500.00) to my friend,
LINDA WAGNER of 945 Old Mountain Road, Dillsburg, Pennsylvania 170 I 9.
C. The sum of Seven Thousand Dollars ($7,000.00) to each of my grandchildren,
namely:
(1) Stacy Ann Lowe of97 Lexington Avenue, New York, New York 10016.
(2) Steven Thomas Lowe of 165 Kerry Lynn Court, Williamstown, New Jersey
~ ~ ~
~.~ ~ 08094.
>-( ~
~ (3) Amanda Lowe, C/O Conway Travel and Tour Agency, 10 Nate Whipple
~\~ Highway, Cumberland, Rhode Island 02864
~~ ITEM 2: I request my personal representative to consider making distribution of items
~:E:
'" of personal property to individuals who are noted in a memorandum separate from this my Last
"\'--.",
Will. The separate memorandum may be contained in my safety deposit box or with my other
valuable papers.
1
ITEM 3: I devise and bequeath the residue of my estate of every nature and
wheresoever situate, together with insurance thereon, in equal shares, to JERI ANN BLANCH
and MICHELE JIAO of 705 New Bloomfield Road, Duncannon, Pennsylvania 17020, or to their
respective issue.
ITEM 4: My funeral and burial expenses are pre-arranged and are paid in full through
Musselman Funeral Home, Inc. of324 Hummel Avenue, Lemoyne, Pennsylvania. My body is to
be interred at Rolling Green Cemetery, 1811 Carlisle Road, Camp Hill, Pennsylvania, where I
made pre-arrangements and paid in full for same.
ITEM 5:1 appoint my niece, JERI ANN BLANCH of 495 Second Street, Highspire,
Pennsylvania 17034, Executrix of this my Last Will. Should JERI ANN BLANCH fail to
qualify or cease to act as my Executrix, I appoint my niece, MICHELE JIAO, Executor of this
my Last Will.
ITEM 6: I direct that my personal representatives or their successors shall not be
required to give bond for the faithful performance of their duties in any jurisdiction.
_J r.:I ITEM 7: I direct that all my just debts and funeral expenses be paid as soon as practical
~~ :::
0 after my death.
~ ~
...
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...:x:
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~ ~
r::::..:x:
~::E:
2
IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will
l
and Testament, this 'J 1'day of ;/ .--If('(tld"j'__ , 1999.,
L J; / \.fl
') ,
/ / I Jf.,{ f?Y/-'i{. C -ft&~ ,
MARY JANE LOWE /
Signed, sealed, published and declared by the above-named Testatrix as and for her Last
Will and Testament in our presence, who, at her request, in her presence and in the presence of
each other, have hereunto subscribed our names as attesting witnesses.
residing at 195" ~hi d jt.) '1.h1~, 'tiel, no 31
'3ClOt ~ 5(--
esiding at ~ (I .L{j ) ~ iT t'J l I
3
.
COMMONWEALTH OF PENNSYLVANIA )
) ss:
COUNTY OF CUMBERLAND )
We, MARY JANE LOWE, ]6ru /4NrJ b~ , and
,
ff~~ r (11..1 /11 ~ , the Testatrix and the witnesses respectively, whose
J
names are signed to the attached or foregoing instrument, being first duly sworn, do hereby
declare to the undersigned authority that the Testatrix signed and executed the instrument as her
Last Will and that she had signed willingly, and that she executed it as her free and voluntary act
for the purpose therein expressed, and that each of the witnesses, in the presence and hearing of
the Testatrix, signed the will as witness and that to the best of his or her knowledge, the Testatrix
was at the time eighteen (18) years of older, of sound mind and under no constraint or undue
influence.
)7 Lre;
'-?1?f4(~. n&1
MARY J LOWE (
C)v;-{~(i~A1/ &J/J(I'~/
?I~H~d
WItness T a;<-
Subscribed, sworn and acknowledged before me E /e< /l/ 13 e.v4lE by MARY
JANE LOWE, the Testatrix, and subscribed and sworn to before me by /
.:JUt, A-JJ~ 6L~ and .IIU\~ F. ~I/~<- , the witnesses,
this 2~ day of -:J~~ ,199 . (
A~4 en~)
Notary Public
~ NOfAIIMSIAI.
....... COINI. ....., "'bile
IIiLt'.....,.., Cutwberlancl County, PA
4 Mr c.......on hpIrw Jvn. 26, 2000
. ,. ...
_. .-
-
STATUS REPORT UNDER RULE 6.12 -
Name of Deced~nt: Mary Jane Lowe
Date of Deat1?-: July 23, 2003
Will No. 2003-00629 Admin. No.
Pursuant to Rule 6.12 of the Supreme Court Orphans'
Court Rules, I report the following with respect to completion of
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes No X
2. If the answer is No, state when the persona~
representative reasonably believes that the administration will be
complete: August 1, 2004
3 . If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: 4/22/04 ~1oW.. ~. W~
Signature
Debra K. Wallet, Esq.
Name (Please type or print)
I ' '~'qUj'\~'}
.. :-) 24 N. 32nd St., Camp Hill, PA 17011
Address
S l: Z d [Z l:1d~ Va. (717 ) 737-1300
Tel. No.
Capacity: Personal Representative
X Counsel for personal
representative
(MAH:rmf/AM3)
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
Estate of Lowe, Mary Jane No. 21 - 03 - 00629
--- -~-~~_._-
also known as Date of Death 7/23/2003
, Deceased Social Security No. 207-07-8959
Jeri Ann Blanch
The Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory
include all of the personal assets wherever situate and all of the real estate located in the Commonwealth of Pennsylvania
of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the
Decedent's death, and that the Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that
which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true
and correct. I/We understand that false statements herein are made subject to the penalties of 18 Pa. C. S. Section 4904
relating to unsworn falsification to authorities.
Personal Represe~~ative. ~
Attorney: Debra K. Wallet Signature: ~;JJ,/J?./Jt. j
J . Ann Blanch
1.0. No.: 23989 Signature:
Signature:
Address: 24 North 32nd Street Address: 495 Second Street
Camp Hill, PA 17011 Highspire, P A 17034
Telephone: 717/737-1300 Telephone: (717) 939-0058
Dated: ~ ~~I ~oocf-
Personal Property
2 $10,000 Series HH Savings Bonds 20,000.00
,,-.. ,-
:-.1\_ . c:5 ~1'~
3 $1,000 Series HH Savings Bonds =:: ii' (.),000.00
:::S -- ~
-.
C)
,; :::>
Fulton Bank CD #522-0092477 -0 29,909.55
:::::J
N
Fulton Bank CD #O52-0111694 LV 11,760.16
"0
PNC Checking Account #5140129078 1',) c..' 38,218.93
.~
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Waypoint Bank CD #555299949 13,249.47
M&T CD #31003914526115 17,537.77
M&T CD #31003914490435 18,348.40
M&T CD #31003914481450 15,545.27
Household items purchased with sale of home 700.00
(Attach additional sheets if necessary) Total Personal Property and Real Estate $267,859.17
v-.
Register of Wills of Cumberland County, Pennsylvania
INVENTORY
continued
Estate of Lowe, Mary Jane No. 21 - 03 - 00629
also known as Date of Death 7/23/2003
, Deceased Social Security No. 207-07-8959
Household items based on proceeds from auction 1,115.00
1994 Chevrolet Cavalier (based on appraisal) 400.00
Comcast Cable refund 15.88
Harleysville Insurance refunds 576.00
United Healthcare refund 572.04
Holy Spirit Hospital refund 22.72
Verizon refund 5.45
Heritage Medical Group refund 10.80
Total Personal Property $170,987.44
Real Estate
204 Hummel Avenue, Lemoyne, P A 17043 96,871.73
(based on proceeds from sale - see attached HUD 1)
Total Real Estate $96,871.73
2
-
.Law {)ffi~e~ of
DEBRA K. WALLET
24 N. 32nd STREET
CAMP HILL, PA 17011-2917
PHONE: (717) 737-1300 E mail: Walletdeb@aol.com FAX: (717) 761-5319
April 22, 2004
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Glenda F. Strasbaugh, Register of Wills .....- ~
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Cumberland County Courthouse ,,-
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One Courthouse Square ::::0
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Carlisle, PA 17013 w
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Re: Estate of Mary Jane Lowe - N
--' ,-
Will No. 2003-00629 Vi
Dear Ms. Strasbaugh:
Enclosed are an original and one copy of the Pennsylvania Inheritance Tax Return, a
check in the amount of $219.55 representing the remainder of the inheritance tax due, one
copy of an Inventory of the Estate, and one copy of a Status Report Under Rule 6.12 for filing
in the above-captioned estate. I have also enclosed a check in the amount of $25.00
. representing the filing fees for the tax return and the inventory.
I have enclosed two copies of the first page of each to be stamped in and returned to me
in the enclosed pre-addressed envelope. Thank you.
Sincerely yours,
\.(J~", 1l. LJ~
Debra K. Wallet
DKW/mml
Ene.
cc: Jeri Ann Blanch, Executrix
.1
.
V
COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96)
DEPARTMENT OF REVENUE
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG, PA 17128-0601
PENNSYLVANIA
RECEIVED FROM: INHERITANCE AND ESTATE TAX
OFFICIAL RECEIPT
NO. CD 003863
WALLET DEBRA K
24 N 32ND ST
CAMP HILL, PA 17011
ACN
ASSESSMENT AMOUNT
CONTROL
NUMBER
hn____ fold ---~------ ---~----
101 I $219.55
ESTATE INFORMATION: SSN: 207-07-8959 I
FILE NUMBER: 2103-0629 I
DECEDENT NAME: LOWE MARY JANE I
DA TE OF PAYMENT: 04/23/2004 I
POSTMARK DATE: 04/23/2004 I
COUNTY: CUMBERLAND I
DATE OF DEATH: 07/23/2003 I
I
TOTAL AMOUNT PAID: $219.55
REMARKS:
CHECK#150
INITIALS: JA
SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
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';\~" -R3. K COMMONWEALTH OF PENNSYLVANIA '*
BUREAU OF INDIVIDUAL TAXES DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
DEPT. Z80601
HARRISBURG, PA 171Z8-0601 NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DISALLOWANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX REV-1m EX AFP [01-051
DATE 06-14-2004
ESTATE OF LOWE MARY J
DATE OF DEATH 07-23-2003
FILE NUMBER 21 03-0629
COUNTY CUMBERLAND
DEBRA K WALLET ACN 101
o K WALLET LAW OFFICES I ...~t "_itt.. I
24 N 32ND ST
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 ~
rffv=i5'4j-i3f-AFP-foY=oiY-NoYici--oF-YNHiiiiTANcE-TAx-'A-PPR'A-isii'-ENT~--AL.l-OWAi,rCE-(fR------------ -----
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX
ESTATE OF LOWE MARY J FILE NO. 21 03-0629 ACN 101 DATE 06-14-2004
TAX RETURN WAS: (X) ACCEPTED AS FILED () CHANGED
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A) (1) 96 ,871 . 73 NOTE: To insure proper
2. Stocks and Bonds (Schedule B) (2) 23,000.00 credit to your account,
3. Closely Held Stock/Partnership Interest (Schedule C) (3) .00 submit the upper portion
4. Mortgages/Notes Receivable (Schedule D) (4) .00 of this form with your
5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 147 ,987 .44 tax payment.
6. Jointly Owned Property (Schedule F) (6) .00
7. Transfers (Schedule G) (7) .00
8. Total Assets (8) 267,859.17
APPROVED DEDUCTIONS AND EXEMPT~ONS: 4,025.20
9. Funeral Expenses/Adm. CostS/M1SC. Expenses (Schedule H) (9)
10. Debts/Mortgage Liabilities/Liens (Schedule IJ (10) 4.565.03
11. Total Deductions (11) 8.590 23
12. Net Value of Tax Return (2) 259,268.94
13. Charitable/Governmental Bequests; Non-elected 9113 Trusts (Schedule J) (13) 1,000.00
14. Net Value of Estate Subject to Tax (14) 258,268.94
NOTE: 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~ ~ returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (5) . 00 X 00 = . 00
16. Amount of Line 14 taxable at Lineal/Class A rate (6) 21,000.00 X 045 = 945.00
17. Amount of Line 14 at Sibling rate (17J .00 X 12 = .00
18. Amount of Line 14 taxable at Collateral/Class B rate (18) 237,268.94 X 15 = 35,590.34
19. Principal Tax Due' (19)= 36,535.34
TAX CREDITS:
iiAT-E" / '~:-n';:w- INTEREST/PEN P~+~D (_) AMOUNT PAID
10-17-2003 ~'-{g~i~V ,.,-,~'l.. 1,8~5 .79) 34,500.00
04-23-2004 . .. . - - ~OO 219.55
TOTAL TAX CREDIT 36,535.34
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
· IF PAID AFTER DATE INDICATED, SEE REVERSE ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED.
FOR CALCULATION OF ADDITIONAL INTEREST. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU MAY BE DUE,11 .
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) V~
RESERVATION: Estates Df decedents dying Dn Dr befDre December lZ, 198Z -- if any future interest in the estate is transferred
in pDssessiDn Dr enjDyment tD Class B (cDllateral) beneficiaries Df the decedent after the expiratiDn Df any estate fDr
life Dr fDr years, the CDmmDnwealth hereby expressly reserves the right tD appraise and assess transfer Inheritance Taxes
at the lawful Class B (cDllateral) rate Dn any such future interest.
PURPOSE OF
NOTICE: TD fulfill the requirements Df SectiDn Zl40 Df the Inheritance and Estate Tax Act, Act Z3 Df ZOOO. (n P.S.
SectiDn 9140).
PAYMENT: Detach the tDP pDrtiDn Df this NDtice and submit with YDur payment tD the Register Df Wills printed Dn the reverse side.
--Make check Dr mDney Drder payable tD: REGISTER OF MILLS, AGENT
REFUND (CR): A refund Df a tax credit, which was nDt requested Dn the Tax Return, may be requested by cDmpleting an "ApplicatiDn
fDr Refund Df Pennsylvania Inheritance and Estate Tax" (REV-1313). ApplicatiDns are available at the Office
Df the Register Df Wills, any Df the Z3 Revenue District Offices, Dr by calling the special Z4-hDur
answering service fDr fDrms Drdering: 1-800-36Z-Z050; services fDr taxpayers with special hearing and I Dr
speaking needs: 1-800-447-30Z0 (TT Dnly).
OBJECTIONS: Any party in interest nDt satisfied with the appraisement, allDwance, Dr disallDwance Df deductiDns, Dr assessment
Df tax (including discDunt Dr interest) as shDwn Dn this NDtice must Dbject within ~ixty (60) days Df receipt Df
this NDtice by:
--written prDtest tD the PA Department Df Revenue, BDard Df Appeals, Dept. Z810Z1, Harrisburg, PA 171Z8-10Z1, OR
--electiDn tD have the matter determined at audit Df the accDunt Df the persDnal representative, OR
--appeal tD the Orphans' CDurt.
ADMIN-
ISTRATIVE
CORRECTIONS: Factual errDrs discDvered Dn this assesSMent shDuld be addressed in writing tD: PA Department Df Revenue,
Bureau Df Individual Taxes, ATTN: PDSt Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601
PhDne (717) 787-6505. See page 5 Df the bDDklet "InstructiDns fDr Inheritance Tax Return fDr a Resident
Decedent" (REV-1501) fDr an explanatiDn Df administrativelY cDrrectable errDrs.
DISCOUNT: If any tax due is paid within three (3) calendar mDnths after the decedent's death, a five percent (57.) discDunt Df
the tax paid is allDwed.
PENALTY: The 157. tax amnesty nDn-participatiDn penalty is cDmputed Dn the tDtel Df the tax and interest assessed, and nDt
paid befDre January 18, 1996, the first day after the end Df the tax amnesty periDd. This nDn-participatiDn
penalty is appealable in the same manner and in the the same time periDd as YDU wDuld appeal the tax and interest
that has been assessed as indicated Dn this nDtice.
INTEREST: Interest is charged beginning with first day Df delinquency, Dr nine (9) mDnths and Dne (1) day frDm the date Df
death, tD the date Df payment. Taxes which became delinquent befDre January 1, 198Z bear interest at the rate Df
six (67.) percent per annum calculated at a daily rate Df .000164. All taxes which became delinquent Dn and after
January 1, 198Z will bear interest at a rate which will vary frDm calendar year tD calendar year with that rate
annDunced by the PA Department Df Revenue. The applicable interest rates fDr 198Z thrDugh Z004 are:
Interest Daily Interest Daily Interest Daily
Year Rate FactDr Year Rate FactDr Year Rate FactDr
An zor- ~ Im-1991 -nr- :oornT nn ~ .~
1983 167. .000438 199Z 9X .000Z47 ZOOZ 6X .000164
1984 11X .000301 1993-1994 n .00019Z Z003 5X .000137
1985 13X .000356 1995-1998 9X .000Z47 Z004 4X .000110
1986 lOX .000Z74 1999 n .00019Z
1987 lOX .000Z74 ZOOO n .00019Z
--Interest is calculated as fDIIDws:
INTEREST = BALANCE OF TAX UNPAID X NUKBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR
--Any NDtice issued after the tax becDmes delinquent will reflect an interest calculatiDn tD fifteen (15) days
beYDnd the date Df the assessment. If payment is made after the interest cDmputatiDn date shDwn Dn the
NDtice, additiDnal interest must be calculated.
_. -
STATUS REPORT UNDER RULE 6.12 _
,....."
(") ~
Name of Decedent: Mary Jane Lowe ~o ~:o fg
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,-(ate of Death: July 23, 2003 ~c.J5Er- n (:2 i~;
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W;ll No 2003-00629 Adm;n No (:':).00 C)
..... . ...... ,". C-fl:r;.. -"
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Pursuant to Rule 6.12 of the Supreme Court Or:~ns' -;-;- ;~--'l"n
Court Rules, I report the following with respect to completio~ ofG'? ~
the administration of the above-captioned estate:
1. State whether administration of the estate is complete:
Yes X No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No, 1 is Yes, state the following:
a. Did~the personal representative file a final
account with the Court? Yes No .
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes X No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date: 12/20/04 ~~ ~. ~
Signature
Debra K. Wallet, Esq.
Name (Please type or print)
24 N. 32nd St., Camp Hill, PA 17011
Address
(717) 737-1300
Tel. No.
Capacity: Personal Representative
X Counsel for personal
representative
(MAH:rmf/AM3)
IN THE ORPHANS' COURT DIVISION
OF THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF MARY JANE LOWE, DECEASED
No. 2003-00629
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APPROVAL OF ACCOUNT, WAIVER, RECEIPT, ~~g ~; :::rJrr1
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RELEASE AND AGREEMENT OF INDEMNITY fCi"?o 1,'"1 G)(~
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C:JC)n (-)(.~
The circumstances leading up to the execution of this instrument are as follow~? F..' -n ~ "'";TJ
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1. Mary Jane Lowe died on July 23, 2003, leaving a Will dated Januaij28, 1999,-, (no
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naming Jeri Ann Blanch as Executrix.
2. Letters Testamentary were granted to Jeri Ann Blanch by the Register of Wills
of Cumberland County on August 4, 2003.
3. Those beneficiaries receiving specific bequests have already received those
bequests and have released the Executrix (see Exhibit A, consisting of these releases, attached
hereto) .
4. It is the desire of the Lowe residuary heirs that the Estate be distributed without
the formality of a court proceeding in order to save the expense, publicity, and delay incident
to such court proceeding, and the Executrix is willing to make such distribution upon the
execution of this instrument.
5. An account of the administration of the Estate of Mary Jane Lowe has been
prepared by the Executrix. A copy is attached hereto (Exhibit B).
6. In consideration of the foregoing, each of the undersigned hereby:
A. Represents and warrants that she has read and understands this instrument
and that the facts set forth above are true and correct to the best of her knowledge, information
and belief;
S'
B. Declares that she has examined the attached account of the administration of
the Estate and the attached schedule of distribution; that she finds them to be true and correct
in all particulars; that she accepts and approves them as if they had been duly filed, audited,
adjudicated and confirmed absolutely by the Orphans' Court Division of the Court of Common
Pleas of Cumberland County, and as if the amounts shown as distributable had been duly
awarded to her;
C. Waives the filing and auditing of the account of the administration of the
Estate in the Orphans' Court Division of the Court of Common Pleas of Cumberland County,
and agrees that the Orphans' Court Division of the Court of Common Pleas of Cumberland
County may by its decree confirm the account and approve the schedule of distribution;
D. Requests the Executrix to make distribution of the principal and income in
accordance with the schedule of distribution, and effective upon delivery to her of the amounts
shown as respectively distributable, acknowledges receipt of such property;
E. Agrees to refund to the Executrix any amount which may at any time be
determined to have been an erroneous distribution to her, regardless of the cause of such
erroneous distribution, even if attributable to negligence, and agrees that any period for the
limitation of actions for the collection of any erroneous distribution shall commence only at
such time as the Executrix shall have obtained actual knowledge of such erroneous distribution
and that in no event shall the period for collection of any erroneous distribution be less than
two years after the actual discovery thereof;
-2-
F. Absolutely and irrevocably remises, releases, quitclaims and forever
discharges Jeri Ann Blanch individually and in her capacity as Executrix, from any and all
actions, suits, payments, accounts, reckonings, liabilities, claims and demands relating in any
way to the administration of the Lowe Estate;
G. Agrees to indemnify and hold harmless, to the extent of the funds received
by him hereunder Jeri Ann Blanch, individually and in her capacity as Executrix, from and
against any and all claims, loss, liability or damage (including legal fees and costs in
connection therewith) which she may suffer or to which she may be subjected by reason of her
administration of the Estate, the settlement of her Executrix's account and the distribution of
the assets of the Estate without having the formal approval of the Orphans' Court Division of
the Court of Common Pleas of Cumberland County, including, but not limited to, any liability
for any federal estate tax, Pennsylvania inheritance tax or any other death taxes, together with
interest and costs incidental thereto, relating in any way to the Estate; and
H. Declares it to be her intention that this instrument, consisting of three pages,
shall be governed by the law of Pennsylvania and shall be legally binding as an agreement
under seal upon him and upon her heirs, executors, administrators and assigns.
Executed on December 17 .2004.
~))hm/t!JMJdv (Seal)
J ANN BLANCH
ItkA.L ~\~ (Seal)
MICHELE JIAO
-3-
IIAN 0 '1 Jon!,
wI , I,'
IN THE ORPHANS' COURT DIVISION
OF THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF MARY JANE LOWE, DECEASED
#2003-00629
I hereby acknowledge receipt of $1,000 from the Estate of Mary lane Lowe. I
understand that this represents the full distribution due to the Foundation. My signature below
acknowledges receipt of the check.
By my signature, I also agree to refund to the Executrix any amount which may at any
time be determined to have been an erroneous distribution, regardless of the cause of such
erroneous distribution, even if attributable to negligence, and agree that any period for the
limitation of actions for the collection of any erroneous distribution shall commence only at
such time as the Executrix shall have obtained actual knowledge of such erroneous distribution
and that in no event shall the period for collection of any erroneous distribution be less than
two years after the actual discovery thereof.
I agree to indemnify and hold harmless, to the extent of the funds received in this
distribution, leri Ann Blanch, individually and in her capacity as Executrix, from and against
any and all claims, loss, liability or damage (including legal fees and costs in connection
therewith) which she may suffer or to which she may be subjected by reason of this
distribution of the assets of the Estate without having the formal approval of the Orphans'
Court Division of the Court of Common Pleas of Cumberland County, including, but not
limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other
death taxes, together with interest and costs incidental thereto, relating in any way to the
Estate.
I hereby state that I am authorized to sign this document on behalf of the Helen O. Krause
Animal Foundation, Inc.
HELEN O. KRAUSE ANIMAL FOUNDATION, INC.
by: ~(}~ ~ rrA-~
C~ ~ ,tLJ;ra-
EXHIBIT A
OEC 2 4 2003
IN THE ORPHANS' COURT DIVISION
OF THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF MARY JANE LOWE, DECEASED
#2003-00629
I hereby acknowledge receipt of $1,500 from the Estate of Mary Jane Lowe. I
understand that this represents the full distribution. My signature below acknowledges receipt
of the check.
By my signature, I also agree to refund to the Executrix any amount which may at any
time be determined to have been an erroneous distribution, regardless of the cause of such
erroneous distribution, even if attributable to negligence, and agree that any period for the
limitation of actions for the collection of any erroneous distribution shall commence only at
such time as the Executrix shall have obtained actual knowledge of such erroneous distribution
and that in no event shall the period for collection of any erroneous distribution be less than
two years after the actual discovery thereof.
I agree to indemnify and hold harmless, to the extent of the funds received in this
distribution, Jeri Ann Blanch, individually and in her capacity as Executrix, from and against
any and all claims, loss, liability or damage (including legal fees and costs in connection
therewith) which she may suffer or to which she may be subjected by reason of this
distribution of the assets of the Estate without having the formal approval of the Orphans'
Court Division of the Court of Common Pleas of Cumberland County, including, but not
limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other
death taxes, together with interest and costs incidental thereto, relating in any way to the
Estate.
4r. Z'x:u;~~
I DA WAGNER --
JAN 0 2 2004
-
IN THE ORPHANS' COURT DIVISION
OF THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF MARY JANE LOWE, DECEASED
#2003-00629
I hereby acknowledge receipt of $7,000 from the Estate of Mary Jane Lowe. I
understand that this represents the full distribution. My signature below acknowledges receipt
of the check.
By my signature, I also agree to refund to the Executrix any amount which may at any
time be determined to have been an erroneous distribution, regardless of the cause of such
erroneous distribution, even if attributable to negligence, and agree that any period for the
limitation of actions for the collection of any erroneous distribution shall commence only at
such time as the Executrix shall have obtained actual knowledge of such erroneous distribution
and that in no event shall the period for collection of any erroneous distribution be less than
two years after the actual discovery thereof.
I agree to indemnify and hold harmless, to the extent of the funds received in this
distribution, Jeri Ann Blanch, individually and in her capacity as Executrix, from and against
any and all claims, loss, liability or damage (including legal fees and costs in connection
therewith) which she may suffer or to which she may be subjected by reason of this
distribution of the assets of the Estate without having the formal approval of the Orphans'
Court Division of the Court of Common Pleas of Cumberland County, including, but not
limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other
death taxes, together with interest and costs incidental thereto, relating in any way to the
Estate.
~thm~_
STACY ANN LOWE
DEe 2 9 2003
-
IN THE ORPHANS' COURT DIVISION
OF THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF MARY JANE LOWE, DECEASED
#2003-00629
I hereby acknowledge receipt of $7,000 from the Estate of Mary Jane Lowe. I
understand that this represents the full distribution. My signature below acknowledges receipt
of the check.
By my signature, I also agree to refund to the Executrix any amount which may at any
time be determined to have been an erroneous distribution, regardless of the cause of such
erroneous distribution, even if attributable to negligence, and agree that any period for the
limitation of actions for the collection of any erroneous distribution shall commence only at
such time as the Executrix shall have obtained actual knowledge of such erroneous distribution
and that in no event shall the period for collection of any erroneous distribution be less than
two years after the actual discovery thereof.
I agree to indemnify and hold harmless, to the extent of the funds received in this
distribution, Jeri Ann Blanch, individually and in her capacity as Executrix, from and against
any and all claims, loss, liability or damage (including legal fees and costs in connection
therewith) which she may suffer or to which she may be subjected by reason of this
distribution of the assets of the Estate without having the formal approval of the Orphans'
Court Division of the Court of Common Pleas of Cumberland County, including, but not
limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other
death taxes, together with interest and costs incidental thereto, relating in any way to the
Estate.
jf~, L1v
STEVEN THOMAS LOWE
GEe 2 [) 2003
IN THE ORPHANS' COURT DIVISION
OF THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF MARY JANE LOWE, DECEASED
#2003-00629
I hereby acknowledge receipt of $7,000 from the Estate of Mary Jane Lowe. I
understand that this represents the full distribution. My signature below acknowledges receipt
of the check.
By my signature, I also agree to refund to the Executrix any amount which may at any
time be determined to have been an erroneous distribution, regardless of the cause of such
erroneous distribution, even if attributable to negligence, and agree that any period for the
limitation of actions for the collection of any erroneous distribution shall commence only at
such time as the Executrix shall have obtained actual knowledge of such erroneous distribution
and that in no event shall the period for collection of any erroneous distribution be less than
two years after the actual discovery thereof.
I agree to indemnify and hold harmless, to the extent of the funds received in this
distribution, Jeri Ann Blanch, individually and in her capacity as Executrix, from and against
any and all claims, loss, liability or damage (including legal fees and costs in connection
therewith) which she may suffer or to which she may be subjected by reason of this
distribution of the assets of the Estate without having the formal approval of the Orphans'
Court Division of the Court of Common Pleas of Cumberland County, including, but not
limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other
death taxes, together with interest and costs incidental thereto, relating in any way to the
Estate.
1Mo. ~ ~ IJ/I//6-
-
AMANDA LOWE SILVIA
C"rc " n 700'
1,1,: ,-~ \.< ).-'
IN THE ORPHANS' COURT DIVISION
OF THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF MARY JANE LOWE, DECEASED
#2003-00629
I hereby acknowledge receipt of $37,500 from the Estate of Mary Jane Lowe. I
understand that this represents a partial distribution. My signature below acknowledges receipt
of the check.
By my signature, I also agree to refund to the Executrix any amount which may at any
time be determined to have been an erroneous distribution, regardless of the cause of such
erroneous distribution, even if attributable to negligence, and agree that any period for the
limitation of actions for the collection of any erroneous distribution shall commence only at
such time as the Executrix shall have obtained actual knowledge of such erroneous distribution
and that in no event shall the period for collection of any erroneous distribution be less than
two years after the actual discovery thereof.
I agree to indemnify and hold harmless, to the extent of the funds received in this
distribution, Jeri Ann Blanch, individually and in her capacity as Executrix, from and against
any and all claims, loss, liability or damage (including legal fees and costs in connection
therewith) which she may suffer or to which she may be subjected by reason of this
distribution of the assets of the Estate without having the formal approval of the Orphans'
Court Division of the Court of Common Pleas of Cumberland County, including, but not
limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other
death taxes, together with interest and costs incidental thereto, relating in any way to the
Estate.
-Jr:i;iL ~ t~ /2 -Lb -..2~
MICHELE JIAO()
DEe 2 9 2003
IN THE ORPHANS' COURT DIVISION
OF THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF MARY JANE LOWE, DECEASED
#2003-00629
I hereby acknowledge receipt of $37,500 from the Estate of Mary Jane Lowe. I
understand that this represents a partial distribution. My signature below acknowledges receipt
of the check.
By my signature, I also agree to refund to the Executrix any amount which may at any
time be determined to have been an erroneous distribution, regardless of the cause of such
erroneous distribution, even if attributable to negligence, and agree that any period for the
limitation of actions for the collection of any erroneous distribution shall commence only at
such time as the Executrix shall have obtained actual knowledge of such erroneous distribution
and that in no event shall the period for collection of any erroneous distribution be less than
two years after the actual discovery thereof.
I agree to indemnify and hold harmless, to the extent of the funds received in this
distribution, Jeri Ann Blanch, individually and in her capacity as Executrix, from and against
any and all claims, loss, liability or damage (including legal fees and costs in connection
therewith) which she may suffer or to which she may be subjected by reason of this
distribution of the assets of the Estate without having the formal approval of the Orphans'
Court Division of the Court of Common Pleas of Cumberland County, including, but not
limited to, any liability for any federal estate tax, Pennsylvania inheritance tax or any other
death taxes, together with interest and costs incidental thereto, relating in any way to the
Estate.
(;IPJJ L11AV 1~~
Joo ANN BLANCH
BEFORE THE REGISTER OF WILLS,
CUMBERLAND COUNTY, PENNSYLVANIA
No. 2003-00629
FIRST AND FINAL ACCOUNT OF
JERI ANN BLANCH, Executrix
For
ESTATE OF MARY JANE LOWE, Deceased
Date of Death: July 23, 2003
Date of Executrix's Appointment: August 4, 2003
Accounting for the Period: August 4,2003 to November 30,2004
PURPOSE OF ACCOUNT: Jeri Ann Blanch, Executrix, offers this Account to
acquaint interested parties with the transactions that have occurred during her administration.
The Account also indicates the proposed distribution of the Estate.
It is important that the Account be carefully examined. Requests for additional
information or questions or objections can be discussed with:
Debra K. Wallet, Esquire
24 N. 32nd Street
Camp Hill, PA 17011
J.D. #23989
(717) 737-1300
EXHIBIT B
SUMMARY OF ACCOUNT
Fiduciary
Current Acquisition
Page Value Value
Proposed Distribution
to Beneficiaries 7 $129,635.53
PRINCIPAL
Receipts 2-3 $268,059.17
Less Disbursements
Debts of Decedent 3 $4,598.14
Administration Expenses 4 995.20
Federal and State Taxes 4 35,032.55
Fees and Commissions 4 3,030.00 $43,655.89
Principal Balance on Hand $224,403.28
INCOME
Receipts 5 $3,732.25
Income Balance on Hand $3,732.25
Balance Before Distributions $228,135.53
Distributions to Beneficiaries 6 98,500.00
Combined Balance on Hand $129,635.53
RECEIPTS OF PRINCIPAL
Assets Listed in Inventory:
(Value as of Date of Death)
Cash and Bank Deposits:
Fulton Bank
CD #522-0092477 $29,909.55
CD #052-0111694 11,760.16
PNCBank
Checking Account #5140129078 38,218.93
Waypoint Bank
CD #555299949 13 ,249.47
M&TBank
CD #31003914526115 17,537.77
CD #31003914490435 18,348.40
CD #31003914481450 15,545.27 $144,569.55
Tanwble Personal Property:
Household items purchased with $700.00
sale of home
Household items based on proceeds 1,115.00
from auction
1994 Chevrolet Cavalier 400.00 $2,215.00
Stocks and Bonds:
2 $10,000 Series HH Savings Bonds $20,000.00
3 $1,000 Series HH Savings Bonds 3,000.00 $23,000.00
Realty:
204 Hummel Avenue
Lemoyne, PA 17043 $96,871.73
2
Refunds:
Comcast Cable refund $15.88
Harleysville Insurance refunds 576.00
United Healthcare refund 572.04
Holy Spirit Hospital refund 22.72
Verizon refund 5.45
Heritage Medical Group refund 10.80 $1,202.89
TOTAL ASSETS LISTED IN INVENTORY: $267,859.17
Receipts Subsequent to Inventory
(Valued When Received)
2003 Federal Income Tax refund $200.00
TOTAL RECEIPTS OF PRINCIPAL: $268,059,17
DISBURSEMENTS OF PRINCIPAL
Debts of Decedent:
The Middletown Home $4,070.43
UGI 25.33
PP&L 48.30
Lower Swatara EMS 65.00
Holy Spirit Hospital 28.40
Bankcard Services 36.26
Nephrology Assoc. of Central P A 29.02
Internists of Central P A 37.58
Pathology Assoc. of Central P A 12.98
3
Moffitt Heart & Vascular Group 55.34
Heritage Medical Group 52.17
Robert J. Kantor, M.D. 26.67
Quantum Imaging & Therapeutic 83.46
Douglas A. Bream, DPM, PC 2.71
Hettick Internal Medicine 4.19
East Shore Surgical Assoc. 10.15
Bronstein Jeffries, P A 10.15 $4,598.14
Administration Expenses:
Probate Fees $329.00
Cumberland Law Journal 75.00
(advertisement of grant of letters)
The Patriot News 67.09
(advertisement of grant of letters)
Joseph Jaio (home repair) 63.11
Pennsylvania American Water 46.83
Verizon 78.17
PP&L 84.38
UGI 11.62
Jack O'Neill (grass cutting) 175.00
Photocopies, postage, mileage, etc. 50.00
Reserve for Filing of Account 15.00 $995.20
Federal and State Taxes:
P A Inheritance Tax $34,719.55
PA Dept of Revenue 32.00
2003 Fiduciary Taxes
Internal Revenue Service 81.00
2003 Fiduciary Taxes
Reserves for 2004 Fiduciary Taxes 200.00 $35,032.55
Fees and Commissions:
Debra K. Wallet, Esq. - Atty. fees $3,000.00
Kathee Hoyer (tax preparation) 30.00 $3,030.00
4
RECEIPTS OF INCOME
Interest
Series HH Savings Bonds
03/17/04 $460.00
M & T Bank Money Market Accounts
10/03/03 59.42
10/16/03 27.46
10/24/03 139.10
11/25/03 171.47
12/18/03 118.06 $515.51
Citizens Bank Money Market Account
09/12/03 $104.58
10/14/03 139.05
11/14/03 144.85
12/11/03 133.55
01/14/04 168.23
02/12/04 146.58
03/11/04 187.75
04/13/04 229.64
05/13/04 209.35
06/11/04 202.92
07/14/04 231.27
08/12/04 203.60
09/14/04 232.04
10/14/04 211.33
11/12/04 204.61 $2,749.35
Estate Checking Account
09/12/03 $1.20
10/14/03 1.28
11/14/03 4.85
12/18/03 .06 7.39
TOTAL RECEIPTS OF INCOME: $3,732.25
5
DISTRIBUTION TO BENEFICIARIES
TO: Helen O. Krause Animal Foundation $1,000.00
P.O. Box 311
Mechanicsburg, P A 17055-0311
Linda Wagner 1,500.00
945 Old Mountain Rd.
Dillsburg, PA 17019
Stacy Ann Lowe 7,000.00
1217 Washington St., #20A
Hoboken, NJ 07030
Steven Thomas Lowe 7,000.00
165 Kerry Lynn Ct.
Williamstown, NJ 08094
Amanda Lowe 7,000.00
27 Webster St.
Newport, RI 02840
Michele Jiao 37,500.00
705 New Bloomfield Rd.
Duncannon, P A 17020
Jeri Ann Blanch 37,500.00
495 Second St.
Highspire, PA 17034
TOTAL DISTRIBUTION TO BENEFICIARIES: $98,500.00
6
PROPOSED DISTRIBUTION TO BENEFICIARIES
TO: Michele Jiao $64,817.76
705 New Bloomfield Rd.
Duncannon, P A 17020
Jeri Ann Blanch $64,817.77
495 Second St.
Highspire, PA 17034
TOTAL PROPOSED DISTRIBUTION TO BENEFICIARIES: $129,635.53
7