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Home My WebLink About04-0397 PETITION FOR PROBATE and GRANT OF LETTERS Estate of Helen Mae Bookwalter No 21-04- ~ t~ ~ also known as To: Register of Wills for the cial Security No. 204-01-5703 County of Cumberland in the The petition of the undersigned respectfully represents that: Commonwealth of Pennsylvania Your petitioner(s), who is/are 18 years of age or older and the executors named in the last will of the above decedent, dated September 4~ 1998 and codicil(s) dated N/A (state relevenat circumstances, e.g. renunciation, death of executor, etc.) Decedent was domiciled at death in Cumberland County, Pennsylvania, with the Decedent's last family or principal residence at 101 Channel Drive (North Middleton Township) Carlisle, PA 17013 (list street, number and municipality) Decedent, then 88 years of age, died April 11~ 2004 at Carlisle Regional Medical Center~ Carlisle~ PA 17013 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: No Exceptions Decedent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ 140~000.00 (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ 115~000.00 situated as follows: 101-103 Channel Drive~ Carlisle~ Pennsylvania WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)i~resented ._~ herewith and the grant of letters Testamentary (testamentary; administration c.t.a.; ~[tninistration d.b.n.c.t.a.) 'Rbnald L. Bool~hva)ter 103 Channel l~rivd ~: ~ ' Carlisle~ PA 17013 OATH OF PERSONAL REPRSENTATIVE COMMONWEATLH OF PENNSYLVANIA COUNTY OF CUMBERLAND The petitioner(s) above-named swear(s) or affirm(s) that the statement in the foregoing peition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly admigr~ter the estate accordin~to law. Swam to or affirmed and subscribed ~'~'~°~~~~d/~/////f ,//~6~.. ,~ before me thi~ day of STATUS REPORT UNDER RULE 6.12 Name of Decedent: Helen Mae Bookwalter Date of Death: April 11, 2004 Will No. Admin. No. 21-04-0397 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes ( X ) No ( ) 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: (a) Did the personal representative file a final account with the Court? Yes ( ) No ( X ) (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 Clerk of the Orphans' Court and may be attached to this report. . Date: December 7, 2004 . !: ature Robert G. Frev Name (Please type or print) ~'~ 5 South Hanover Street z (~ Carlisle, Pa 17013 Address (717) 243-5838 Telephone No. Capacity: ( ) Personal Representative ( X ) Counsel for personal representative Estate Of /-/~/~/ /;?,~ ~'~/-~ , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW , ,~.~fi f o~.~ _,.,i'~Da~, 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 .,~ ~ /~q~ described therein be admitted to probate and filed of record as the last will of and Letters /~~~ q ~e hereby granted to- ~/~ ~ ~~/~7~ FEES Probate, Letters, Etc .......... Shoe Certificates( ) ' $ ~. cZ~; ATTORNEY (Sup. Ct. I.D. No.) iation ................ $ $ /C~,t~ ADDRESS TOTAL ,. $ c~.~, Filed/'~z2~... ¢~..~. ..... c~L-'2.~. ........... PHONE REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF SUBSCRIBING WITNESS Robert G. Frey (each) a subscribing witness to the will presented herewith, (each) being duly qualified according to law, depose(s) and say(s) that they were present and saw Helen Mae Bookwalter, the testatrix, sign the same and that they signed as a witness at the request of testatrix in her presence and (in the presence of each other) (in the presence of the other subscribing witness(es)). or , c b dbe ore me this c>~' ~-'~ day of Robert G. Frey ' - April004 ~ . ~ f /"~"~-.~e~~ 5 South Hanover St., Carlisle, pA 17013 REGISTER OF WILLS OF CUMBERLAND COUNTY OATH OF NONSUBSCRIBING WITNESS Ronald L. Bookwalter (each) a subscriber hereto, (each) being duly qualified according to law, depose(s) and say(s) that he is familiar with the signature of Helen Mae Bookwalter, the Testatrix in the will presented herewith and that he believes the signature on the will is in the handwriting of Helen Mae B ookwalter to the best of his knowledge and belief. Sworn to or affirmed and subscribed before me this day of Ronald L. B~.va~er April, 2004 / --~.)~/d~l/~l~-Reg,ster '03ChannelDrive, Carlisle, PA 17013 his 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. COMMONWEALTH OF PENNSYLVANIA ,, DEPARTMENT OF HEALTH ,, VITAL RECORDS CERTIFICATE OF DEATH Helen Mae Bookwalter Female ~- 204 --01 --5703 '- April 11, 2004 88 *'" : ~ Carlisle,PA Cumberland Carlisle Regional Medical Ceneer ~..~_.~,~,~,,,~c~,~ I,- White Homemaker Own Home ~,,0 .oWl Cc% "* s ,,.. ~.,. PA 101 Channel Drive ,Es~.c~ ~ ,-.ffi*-...~..~ North Middleton Carlisle, PA 17013 ~'~ ,-~,.'s "*~(F~. u~.. Lm ,., ~ Cuwk~rland Robert Hoch [~o*.~,'.,..~r.,.~.,~,..~.c_,.,=.~..~;,,,. Elaie Bavi8 Ronald r.. Bookwalt:er [,~,.~.03 Channel Dr., Carlisle, Pa 17013 ~,~r~ c,--..,D ,~.,.~,~,~,.D . .o,,.,~. Ctar~rland Valley a...~D o~ Di ,~pril 15, 2004 b,o.~emorial Gardens I,~. 219 lq. Hanove~°ffman-R°t:h Funeral Home _. ........................ ........... -.. ~ ~ ~.. c~.~.),......., ....,~ ........................ [] ~"'~""'-?--' · · '-'-":' '"" :'-.'.'" '--?: -::'----"-' " ~"'"" ,~,~ / 7~*~ Last Will and Testament of Helen Mae Bookwalter I, Helen Mae Bookwalter, widow, of North Middleton Township, Cumberland County, Pennsylvania (mailing address: 101 Channel Drive, Carlisle, Pennsylvania 17013) being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills by me at any time heretofore made. 1. I direct my hereinafter named Executor to pay all of my debts to which I am bound and the expenses of my funeral, last illness, and of the administration of my estate as soon after my death as may be found convenient to do so. 2. I declare that I am an unremarried widow, and that I have one (1) child, Ronald L. Bookwalter, 103 Channel Drive, Carlisle, Pennsylvania. I further declare that I have no other children. 3. All the rest, residue, and remainder of my estate, real, personal, or mixed, and wheresoever the same may be situate, I give, devise, and bequeath to my son, Ronald L. Bookwalter, his heirs and assigns, to the exclusion of my said husband, provided my said son shall survive me by a period of ninety (90) days. In the event that my said son should predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all the rest, residue and remainder of my es.tate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shares to such of his children as, shall survive me by a period of ninety (90) days, the share any deceased child would have receiv~_jd to pas~'to his issue per stirpes, and if there be no issue such share shall lapse and be added to file remalmng share or shares per stirpes. 4. Should any person less than 21 years of age be entitled to distribution from my estate, in such event the share that person would otherwise have received shall be paid to 1~ hereinafter named Executor or Executrix, in trust. I further appoint hereinafter named Executo[or Executrix guardian of the estates of any of. child of mine less than 21 years of age regarding any_~Sroperty that may otherwise be received by that child other than under this Will. I authorize the ~rein named trustee or guardian to receive and invest the same, and to pay the income arising therefrom, together with so much of the principal thereof as in his or her opinion is necessary or desirable to be expended for the proper maintenance, support, and education of such person, to or for the benefit of such person, and upon such person attaining 21 years of age to pay to him or her the then remaining principal together with any undistributed income. 5. I hereby nominate, constitute, and appoint my son, Ronald L. Bookwalter, as Executor of this my Last Will and Testament, but should he predecease me or fail to qualify, then in such event I nominate, constitute, and appoint my daughter-in-law, Barbara L. Bookwalter, as Executrix, and I further direct that neither of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 6. In addition to the powers conferred by law, my herein named Executors and Trustees are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other securities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leasing, mortgaging, or sale of the property of any such corporations; to make any surrender, exchange or substitution of such stocks, bonds, or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exercise any option or privilege which may be conferred upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securities or for the purchase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds, and other securities, the powers of an individual owner who is under trust obligation. Pagel of the Last Will and Testament ofHelen MaeBookwalter written on2 Pages c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase money arising therefrom. e. To keep on hand and uninvested such moneys as may be deemed proper and for such period as may be found expedient. f. To compromise, settle, or arbitrate any claim or demand in favor of or against the trust estate. g. And authorized in the discharge of fiduciary duties, to employ counsel and to determine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the trust fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciary duties and for the proper management and administration of the trust estate. h. In making any 'division of property into shares for the purpose of any distribution thereof directed by the provisions of the trust, to make such division or distribution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final' and conclusive upon all persons interested in the trust or in the division or distribution thereof. i. Authorized to register any shares of stock or other assets of any trust in their own names or in the name of a nominee. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on 2 pages, this 4th day of September, 1998. Helen Mae Bookwalter Signed, sealed, published and declared, by Helen Mae Bookwalter, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her request, and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Page2 of the Last Will and Testament ofHelen MaeBookwalter written on2 Pages CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) '04 APR 27 /~8:~3 Name of Decedent: Helen Mae Bookwalter Date of Death: April 11, 2004 Will No. 21-04- .~'*l ~ Admin. No. 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 April 26, 2004 Name Address Ronald L. Bookwalter 103 Channel Drive, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6 (a) except No Exceptions. Date: April 26, 2004 Signature ' ~/~.~~ Name Robert Address 5 South Hanover Street Carlisle, Pennsylvania 17013 Telephone 717-243-5838 Capacity: _ Personal Representative X Counsel for personal representative COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 004060 MANUFACT. & TRADERS TRUST CO ONE WEST HIGH STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold .......... 101 $213,000.00 ESTATE INFORMATION: SSN: 174-05-0885 FILE NUMBER: 2104-0393 DECEDENT NAME: MILLER PIERSON K DATE OF PAYMENT: 06/17/2004 POSTMARK DATE: 06/17/2004 COUNTY: CUMBERLAND DATE OF DEATH: 03/20/2004 TOTAL AMOUNT PAID: 9213,000.00 REMARKS: CHECK# 75886O INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS COMMONWEALTH OF PENNSYLVANIA REV-1162 EX(11-96) DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-O601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 0041 32 FREY ROBERT G 5 S HANOVER STREET CARLISLE, PA 17013 ACN ASSESSMENT AMOUNT CONTROL NUMBER ........ fold 101 $15,000.00 ESTATE INFORMATION: SSN: 204-01-5703 FILE NUMBER: 21 04-0397 DECEDENT NAME: BOOKWALTER HELEN MAE DATE OF PAYMENT: 07/08/2004 POSTMARK DATE: 07/08/2004 COUNTY: CUMBERLAND DATE OF DEATH: 04/11/2004 TOTAL AMOUNT PAID: $15,000.00 REMARKS: CHECK# 118 INITIALS: JA SEAL RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS 217 ' ' REV 1500 OPF,O,^L USE ONLY REV-15CO EX (6~30) COMMONWEALTH OF PENNSYLVANIA DEF TME.TO REVENUE INHERITANCE TAX RETURN :,.B.u.eB. 21-04-0397 DEPT. 280601 HARRISBURG, PA 17128-0601 RESIDENT DECEDENT ;ou. coD ]ECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~OCIAL SECURITY NUMBER ~ Helen Mae Bookwalter 204-01-5703 ¢3 IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) ~OCIAL SECURITY NUMBER ~:~ [~ 4. Limited Estate [~ 4a. Future Interest Compromise (date of death after 12-12~2) ~] 5. Federal Esta[e Tax Return Required *~-~ ~] 6. Deceden[ Died Testate (Attacfl copy of Will) [~ ?. Decedent Maintained a Living Trust (At[ach copy of Trus[, ~ 8. Total Number of Safe Deposit Boxes ~: [~ *. Li,igation Proceeds Received [~ 10. Spousal Po~er[./C,adlt (eate of deah be.~wsen 12-31-91 and 1.,.95, ~11 Eiec,ion to tax under Sec 9113(A) (Attach Sch O, m ',lAME ~.OMPLETE MAILING ADDRESS z Robert G. Frey 5 South Hanover Street u)~) :IRMNAME(IfApplicable) ~,~arlisle, Pennsylvania 17013 e: Frey & Tiley O tELEPHONE NUMBER 717-243-5838 ~ ¢? d OFFI(~;~SE ONLY 1. Real Estate (Schedule A) (1) 12~52 2. Stocks and Bonds (Schedule B) (2) NONE i' 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NONE I 4. Mortgages & Notes Receivable (Schedule D) 4 NONE (Schedule E) (5) 162~613 6. Jointly Owned Property (Schedule F) (6) NONE :3 (Schedule G or L) (7) NONE ~ 8. TOTAL GROSS ASSETS (total Lines 1-7) (8) 288,365 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 11 ~835 10. Debts of Decedent, Mortgage L ab es, & Lens (Schedule I) ~10 NONE 11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 11,835 12. NET VALUE OF ESTATE (Line 8 minus Line 11 ) (12) 276,530 been made (Schedule J) (13) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 276,530 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES z rate ,or transfers under Sec.9116 (a)(t.2) x .0__ (15) ~ 16. AmountofLine14taxableatlinealrate 276,530 X .045 (16) 12,444 O 2t7 Helen Mae Bookwalter 204-01-5703 Decedent's Complete Address: , STREET ADDRESS 101 Channel Drive CITY STATE ZIP Car se PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 12,444 2, Credits/Payments A. Spousal Povedy Credit B. Prior Payments 15~000 C. Discount 622 Total Credits ( A + B + C ) (2) 15,622 3. IntereslJPenalty if applicable D. ~nterest E, Penalty Total interest/Penalty ( D + E ) (3) 4~ If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund (4) 3,178 5. If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) S. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5S) ~ak? Check P~,~ab!e t~ REG!STEI~ OF_ W!!~!~ A~!~'~ PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ....................... L~J b retain the dght to designate who shall use the property transferred or its income; ........... LJ L~ C. retain a reversionary interest; or ............................... L~ d. receive the promise for life of either payments, benefits or care? ................... L~ L_~ 2. If death occurred after December 12.1982,did decedent transfer property within one year of death without receiving adequate consideration? ............................. [] [] 3. Did decedent own an "in trust for' or payable upon death bank account or security at his or her death? ..... LJ L~J 4, Did decedent own an Individual Retirement Account, annuity or other non-probate property which contains a beneficiary designation? .............................. [] [] 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 pena[ttas of per)ury, I dsctare thai I have exan'Jnecl this return, including accompanying schedules and statement~ and [o the best of my knowledge and belief, it is true, anddcom~e e. Declaration of preparer other than the personal rep~esentagve is based on ail information of which preparer has any knowledge. SIGh~T~E OF PERSON RESEONSdI~E FOI~:ILING RETURN DATE 10,4,2004 U/ / 103.Channel Ddve~ Carlisle, PA__~L?I)13 ADDRESS '~ 10/4/2004 5 South Hanover Street, Carlisle, PA 17013 For datas of death on or after Juty 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 PS Secbon 9116 (a)(1.1)(i)]. For dates of death on or aft~' January 1, 1995, the tax rate imp~ed on the net value of transfers to or for the use of [he sur~ving spouse is 0% [72 P.S. Section 9116 (a)( t,1 )(ii)l. The statute dOeS nof exempt a transfer to a surviving spouse from lax. and the statutory requirements for disclosure of assets a~ld fl~tng a lax return are st~t~ appliCable even if the survi'~ng spouse is the only beneficiary. For dales of death on or after July l. 2000: The ~ax rale imposed on the net value of transfers from a deceased child ~nty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of lhe child is 0%172 P,S. Section 9116(a)(1 The tax rate impOsed on the net value of transfers to or for the use of the decedenl*s lineal beneficiapas is 4,5%, except as noted in 72 P.S. Section 9116( 1.2) [72 P.S. Section 9116ta}(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. Section 9 6(a)( 3)] A s b ng s defined, under Section g102, as an individual who has at least one parent in corr~mon wfth the decedent, whether by blood o¢ adophon. AT REV-1502 EX + (~ -97) SCHEDULE A COMMO.WE^LT. O~.E..SYLVA.,^ REAL ESTATE INHERITANCE TAX RETURN RESIDENT DECEOENT ESTATE OF FILE NUMBER Helen Mae Bookwalter 21~04-0397 ALL REAL PROPERTY OWNED SOLELY OR AS A TENANT IN COMMON MUST BE REPORTED AT FAIR MARKET VALUE Fair market value is defined as the price at which property would be exchanged between a willing burr and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts REAL PROPERTY WHICH iS JOINTLY-OWNED WITH RIGHT OF SURVIVORSHIP MUST BE DISCLOSED ON SCHEDULE F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH t, Lot 25 and portion of lot 24; house and lot of ground, Channel Drive, North Middleton Township See tax assessment attached, common level ratio = 1.11 125,752 TOTAL (Also enter on line 1, Recapitulation'~ $ 125,757 (If more space is needed, insert additional sheets of the same size) AT SCHEDULE E REV-1508 EX + (1-97) (I} ~* COMMONWEALTH OF PENNSYLVANIA CASH, BANK DEPOSITS, & MISC. INHERITANCE TAX RETURN RES,eEN~ DECEDENT PERSONAL PROPERTY ESTATE OF FILE NUMBER Helen Mae Bookwalter 21-04-0397 Include the proceeds of ll~atio~ and fie date the p~>:~ee~s Nm received by the estate. ALL PROPERTY JOINTLY-OWNED WITH THE RIGHT OF SURVIVORSHIP MUST 8E DISCLOSED ON SCHEDULE F ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. Citizens Bank Account No. 6100730735 12,840 2. Citizens Bank Account No. 6200261818 30,860 3. Citizens Bank Account No. 6140797594 73,039 4. Citzens Bank Account No. 614875234 25,029 5. U.S. Savings Bonds, Sedes E 20,195 6. 1984 Chevrolet Cavalier 650 TOTAL (Also enter on line 5, Recapitulation) $ 162,613 (If more space is needed, insert additional sheets of the same size) 217 REV-1511 EX + (12-99) SCHEDULE H COMUONW~L~ Or PE..SVLV^.,^ FUNERAL EXPENSES & RESIDENT DECEDENT ADMINISTRATIVE COSTS ESTATE OF FiLE NUMBER Helen Mae Bookwalter 21-04-0397 Debts of decedent must be reported on Schedule I. iTEM NUMBER DESCRIPTION AMOUNT A. FUNERAL EXPENSES: 1. Hoffman-Roth Funeral Home 7,538 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 3,500 3. Fatuity 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 292 5. Accountant's Fees 6. Tax Return Preparer's Fees 7. Final Utility Bills, See attahced itemization 187 8. Final Medical Bills, See attached itemization 304 9. Inheritance Tax Return filing fees I5 TOTAL (Also enter on line 9, Recapitulation) $ 11,835 (If more space is needed, insert additional sheets of the same size) Final Medical Bills Carlisle Regional Medical Center 100.00 Cumberland Valley Nephrology 48.46 Lancaster HMA 217.04 Carlisle Digestive Disease 38.31 Total Medical Bills 303.81 CITIZENS BANK Account Number 6140797594 Account Title HELEN MAE BOOKWALTER Date Opened 6/29/01 Account Type Time Deposits Principal Balance as of DOD $73000.00 Interest from Last Posting to DOD $38.63 Account Balance as of DOD $73038.63 YTD Interest to DOD $270.45 CITIZENS BANK Account Number 6140875234 Account Title HELEN MAE BOOKWALTER Date Opened 6/15/91 Account Type Time Deposits Principal Balance as of DOD $25000.00 Interest from Last Posting to DOD $28.50 Account Balance as of DOD $25028.50 YTD Interest to DOD $92.66 CITIZENS BANK Account Number 6200261818 Account Title HELEN MAE BOOKWALTER Date Opened 8/27/02 Account Type Checking Principal Balance as of DOD $30859.99 Interest from Last Posting to DOD Account Balance as of DOD $30859.99 YTD Interest to DOD $114.09 CITIZENS BANK Account Number 6100730735 Account Title HELEN MAE BOOKWALTER Date Opened 6/6/96 Account Type Checking Principal Balance as of DOD $12840.14 Interest from Last Posting to DOD Account Balance as of DOD $12840.14 YTD Interest to DOD $9.55 Last Will and Testament of Helen Mae Bookwalter I, Helen Mae Bookwalter, widow, of North Middlcton Townsl~p, Cumberland County, Pennsylvania (mailing address: 101 Channel Drive, Carlisle, Pennsylvania 17013) being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Witls by me at any time heretofore made. 1. I direct my hereinafter named Executor to pay ali of my debts to which I am bound and the expenses of my funeral, last illness, and of the administration of my estate as soon after my death as may be found convenient to do so. 2, I declare that I am an unremarried widow, and that I have one (1) child, Ronald L. Bookwalter, 103 Channel Drive, Carlisle, Pennsylvania. I further declare that I have no other children. 3. All the rest, residue, and remainder of my estate, real, personal, or mixed, and wheresoever the same may be situate, I give, devise, and bequeath to my son, Ronald L. Bookwalter, his heirs and assigns, to the exclusion of my said husband, provided my said son shall survive me by a period of ninety (90) days. In the event that my said son should predecease me or fail to survive me by the aforesaid period of ninety (90) days, then in such event all the rest, ~sidue and remainder of my estate, real, personal and mixed, and wheresoever the same may be situate, I give, devise and bequeath in equal shores to such of his children as shall survive me by a period of ninety (90) days, the share any deceased child would have received to pass to his or her issue per stirpes, and if there be no issue such share shall lapse and be added to the remaining share or shares per sthpes. 4. Should any person lass than 21 years of age be antitled to distribution from my astute, in such event the share that person would otherwise have received shall be paid to my hereinafter guardian of the estates of any of. child of mine less than 21 years of age regarding any property that may otherwise be received by that child other than under this Will. I authorize the herein named trustee or guardian to receive and invest the same, and to pay the income arising therefrom, together with so much of the principal thereof as in his or her opinion is necessary or desirable to be expended for the proper maintenance, support, and education of such person, to or for the benefit of such person, and upon such person attaining 21 years of age to pay to him or her the then rerealning principal together with any undistributed income. 5. I hereby nominate, constitute, and appoint my son, Roanld L. Bnnkwalter, as Executor of this my Last Will and Testament, but should he predecease me or fail to qualify, then in such event I nominate, constitute, and appoint my daughter-in-law, Barbara L. Bookwalter, as Executrix, and I further direct that neither of them shall be required to post any bond to secure the faithful performance of his or her duties in the Commonwealth of Pennsylvania or in any other jurisdiction. 6. In addition to the powers conferred by law, my herein named Executors and Tmstees are empowered: a. To invest any part of the trust corpus in such securities, investments, or other property as may be deemed advisable and proper, irrespective of whether the same are authorized for the investment of trust funds under the laws of any governing jurisdiction. b. With respect to any corporation, the stocks, bonds, or other secorities of which may be held, to vote in person or by proxy on any shares of stock; to consent to the merger, consolidation or reorganization of such corporations; to consent to the leaaing, mortgaging, or sale of the property of any aneh corporations; to make any surrender, exchange or substitution of such stocks, bonds, or other securities as an incident to the merger, consolidation or reorganization of such corporations; to pay all assessments, subscriptions and other sums of money which may be deemed wise and expedient for the protection and maintenance of the proportionate interest of the investment in such corporations; to exemise any option or privilege which may be confenod upon the holders of such stocks, bonds, or other securities of such corporations either for the conversion of the same into other securitias or for the pumhase of additional securities, and to make any and all necessary payments which may be required in connection therewith; and generally to have and exercise as to all such stocks, bonds, and other securities, the powers of an individual owner who is under trust obligation. Paeel of the Last Will and Testament otttelen MaeBookwalter written on2 Paees c. To hold the trust corpus in one or more consolidated funds in which separate shares shall have undivided interests. d. To sell at public or private sale for cash or upon credit, or partly for cash and partly on credit, and upon such terms and conditions as shall be deemed proper, any part or parts of the trust estate, and no purchaser at any such sale shall be bound to inquire into the expediency or propriety of any such sale or to see to the application of the purchase money arising therefrom. e. To keep on hand and uninvested such moneys as may be deemed proper and for such period as may be found expedient. f. To compromise, s~ttle, or arbitrate any claim or demand in favor of or against the g. And authorized in the discharge of fiduciary duties, to employ counsel and to detennine and to pay such counsel reasonable compensation which shall be charged against the principal or income of the mast fund, and shall further be entitled to charge against the principal or income such other reasonable expenses and charges as may be necessary and proper to incur for the proper discharge of fiduciazy duties and for the proper management and administration of the mast estate. h. In making any division of property into shares for the purpose of any distribution thereof directed by the provisions of the mast, to make such division or disU'ibution, either in cash or in kind, or partly in cash and partly in kind, as shall be deemed most expedient, and in making any division or distribution in kind may allot any specific security or property or any undivided interest therein to any one or more of such shares, and to that end may appraise any or all of the property so to be allotted and the judgment as to the propriety of such allotment and as to the relative value for purposes of distribution of the securities or property so allotted shall be final and conclusive upon all persons interested in the mas. t or in the division or distribution thereof. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this my Last Will and Testament written on 2 pages, this 4th day of September, 1998. Helen Mae Bookwalter Signed, sealed, published and declared, by Helen Mae Bookwalter, the Testatrix above named, as and for her Last Will and Testament, in our presence, who, in her presence, at her Paee2 of the Last Will and Testament of'Helen MaeBookwalter written on2 Paees CONNONNEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE BUREAU OF INDIVIDUAL TAXES /NHERZTANCE TAX DIVISION NOTICE OF INHERITANCE TAX po BOX Z~O6DZ APPRAZSEHENT, ALLONANCE OR DZSALLONANCE HARRISBURG, PA 171Z8-0601 OF DEDUCTIONS AND ASSESSNENT OF TAX REV-~647 EX AFP (09-04) DATE 11-Zg-ZO0~ ESTATE OF BOOKNALTER HELEN M DATE OF DEATH 0q-ll-Z00q FZLE NUNBER Z1 0~-0597 ROBERT G FREY '~/i ~:;'~-3 ?~i!i~:~OUNTY CUHBERLAND ....... ACN 101 FREY & TILEY I Amount Remitted 5 S HANOVER ST CARLISLE PA 17015~, HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF NILLS CUNBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT~ ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF BOOKNALTER HELEN HFZLE NO. 21 0~-0~97 ACN 101 DATE 11-29-200~ TAX RETURN NAS: (X) ACCEPTED AS FILED ( } CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estate (Schedule A) (1) 125175Z.O0 NOTE: To insure proper 2. Stocks and Bonds (Schedule B) (2) .00 credit to your account, $. CZosely Held Stock/Partnership Interest (Schedule C) ($) .00 submit the upper portion ~. Hortgeges/Notes Receivable (Schedule D) (~) .00 of this form with your $. Cesh/BankDeposits/Nisc. Personal Property {Schedule E) {S) 162~615.00 tax payment. 6. Jointly Owned Property (Schedule F) {6) .00 7. Transfers (Schedule G) (7) .00 8. Total Assets (8) 288,~65.00 APPROVED DEDUCTIONS AND EXENPTZONS: 11,835.00 9. Funeral Expenses/Adm. Costs/Nisc. Expanses (Schedule H) {9) 10. Debts/Hortgage Liabilities/Liens (Schedule Z) (10) .00 11. Total Deductions (11) 12. Nat Value of Tax Return (12} Z76,550.00 15. Charitable/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00 1~. Nat Value of Estate Subject to Tax (1~) Z76,530.00 NOTE: I~ an assess;ent ~as lssued previously, 11nes 1~, 15 and/or 16, 17, 18 and 19 ~ill reflect figures that lnclude the total of ALL returns assessed to date. ASSESSNENT OF TAX: 15. Amount of Line 1~ at Spousal rata (15) .00 X O0 = .00 16. Amount of L/ne lq taxable at Lineal/Class A rata (16) 276,550.00 X 0~5 = 1Z,~.00 17. Amount of Line lq at Slbling rata (17) .00 X 1Z = .00 16. Amount of Line 1~ taxable at Collateral/Class B rata (18) .00 X 15 = .00 19. Principal Tax Due (19)= 1~,~.00 TAX CREDITS: PAYHENT RECEIPT DISCOUNT (+) ' ANOUNT PAID DATE NUHBER INTEREST/PEN PAID (-) 07-08-200~ CD00~152 622.20 15,000.00 TOTAL TAX CREDIT 15,622.ZO. 20CR BALANCE OF TAX DUE $,178 INTEREST AND PEN. . O0 TOTAL DUE ~, 178.2OCR ZF PAID AFTER DATE TNDTCATED, SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1~ NO PAYNENT ZS REQUIRED. ~,1.~ FOR CALCULATTON OF ADD/TTONAL TNTEREST. TF TOTAL DUE TS REFLECTED AS A "CRED/T' (CR), YOU HAY BE DUE A REFUND. SEE REVERSE STDE OF THIS FORH FOR TNSTRUCTZONS. ) RESERVAT/ON: Estates of decedents dying on or before Da:amber 1Z, 198Z -- if any future interest in the estate is transferred in possess[on or enjoyment to Class B [collateral] beneficiaries of the decedent after tho expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lamful Class B (collateral) rate on any such future interest. PURPOSE OF NOT[CE: To fulfill the requirements of Section 2140 of the Inheritance and Est-eta Tax Act, Act 25 of ZOO0. (72 P.S. Section 9140). PAYNENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF #/ELS, AGENT REFUND (CR): A refund of a tax credit, ahich was not requested on the Tax Return, may bm requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications ara available online at www.ravanuo.state.oa.us~ any Register of Rills or Revenue District Office, or from the Department's Z4-hour answering service for fores orders: 1-800-$SZ-Z050; services for taxpayers with special hearing and/or speaking needs: 1-800-447-50Z0 (TT only). OBJECTIONS: Any party in interest nat satisfied with the appraisment, allowance or disaIIowance of deductions or assessment of tax (including discount or interest) as shown on this Not[ce may object within 60 days of the date of receipt of this notice by filing Dna of tho following: A) Pretest to the PA Department of Revenue, Board of Appeals. You may object by filing a protest online at wwe.boardofappeals.state.pa.us an or before the expiration of the sixty-day appeal period. In ardor for an electronic protest to ba valid, you must receive a confirmation number and processed data from the Board of Appeals wabsite. You may also send a written protest ta PA Department of Revenue, Board of Appeals P.O. Box ZalOZ1, Harrisburg, PA 171Za-1OZ1. Petitions may not be foxed. B)Election to have the matter determined at tho audit of the account of the personal representative. AOHIN- C) Appeal to the Orphans' Court. ZSTRATIVE CORRECTIONS: Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, P.O. Bax Z80601, Harrisburg, PA 171ZB-0601 Phone (717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. DISCOUNT: [f any tax due is paid within three (5) calendar months after the decadent's death, a five percent (5Z) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after tho and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death~ to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (62) percent par annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through ZOO4 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20X .0005q8 ~)'~'8-199X XIZ .000301 ~ 9X .0002~7 1983 /SI .000458 199Z 9Z .000Z47 ZOOZ 6Z .000164 198~ 11Z .000501 1993-1994 7Z .00019Z 2005 5Z .000157 1985 13Z .000356 1995-1998 92 .000247 2004 4Z .000110 1986 IOZ .000Z74 1999 72 .00019Z 1987 IOZ .O0027~ ZOO0 7Z .00019Z --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent mill reflect an interest calculation to fifteen (IS) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must bm calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION PO BOX 280601 HARRISBURG PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .-,- '., (C~l~!:I~ITANCE TAX SrAT~NT OF ACCOUNT F)Q <_U DATE ESTATE OF DATE OF DEATH FILE NUMBER COUNTY ACN ROBERT G FREY FREY & TILEY 5 S HANOVER ST CARLISLE *' REV-1U7 EX IFP 112-041 01-10-2005 BOOKWALTER 04-11-2004 21 04-0397 CUMBERLAND 101 HELEN M Allount Rellitted PA 17013 MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE. PA 17013 NOTE: To insure proper credit to your account. subllit the upper portion of this forll with your tax paYllent. CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ... ~W :rg7J".lrA~"..rBr:tS!1.......;..~AfiWlm~r"flr.~'lytMWf.'b".lt1:60W....................... ... ESTATE OF BOOKWALTER HELENM FILE NO.21 04-0397 ACN 101 DATE 01-10-2005 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN IN THE NAMED ESTATE. SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE. APPLICATION OF ALL PAYMENTS. THE CURRENT BALANCE. AND. IF APPLICABLE. A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 11-22-2004 PRINCIPAL TAX DUE:. PAYMENTS (TAX CREDITS): 12.444.00 PAYMENT RECEIPT DISCOUNT (+) AMOUNT PAID DATE NUMBER INTEREST/PEN PAID (-) 07-08-2004 CDo04132 622.20 ~15.000.oo 12-21-2004 ~ REFUND .00 3.178.20- TOTAL TAX CREDIT 12.444.00 BALANCE OF TAX DUE .00 INTEREST AND PEN. .00 IF PAID AFTER THIS DATE. SEE REVERSE TOTAL DUE .00 I( SIDE FOR CALCULATION OF ADDITIONAL INTEREST. ( IF TOTAL DUE IS LESS THAN $1. NO PAYMENT IS REQUIRED. IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CRl. YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS. l SN