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HomeMy WebLinkAbout04-0395PETITION FOR PROBATE and GRANT OF LETTERS Estate also known as To: Register of ~Wills for the Dece..ased. County of Social Security No. ! b b ~ ~ - ~"~ 5 ~ Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut in the last wilt of the above decedent, dated - ' and codicil(s) dated /q~ff¢~.wr~ ~t9 , in the named ,19. tq~b (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in (~u~vv~ ~9 -¢ ~ ~,~ ~x.4x d~ County, Pennsylvania, with h last family or principal residence~at -f (list street, number and muncipality) Dec~e~d~nt, then -] '-~ years of age, died Except as follows, dec~dent did n~ot' marry, was not divorced and did not have a child born or adopted after execution of t¥~/w~JCffered for probate; was not the victim of a killing and was never adjudicated incompetent: Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: WHEREFORE, petitioner(s) respectfully request(s)[he probate of the last will and codicil(s) presented herewith and the grant of letters ~Lf~$~ .E4~,-v¢.~ .~( ~ 3 ~~' (testamentary; administratiOfi c.t~.;~ 6dminis~(:~tion d.b,a,c~a.) theron. ~ ~ x~- :~. i OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA COUNTY OF O__~X.x~.._ko.~~ _ ss The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed befo~ me [his oQ~TM. day of Estate Of ~q" [[ ~ ~~ , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW {i D~L~ ~ (0 the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that thc instrument(s) dated 1_~.7.7~_ ~q f~' described therein be admitt~,.to probate and filed ~[rccord as the last will of ,._ ~d Letters ~ ~ ~~mw~l , ,~ ~e hereby granted to ~~ ~,~', ~.. t0 ~t~0~] , in consideration of the petition on FEES Probate, Letters, Etc .......... Short Certificates( ) .......... $ TOTAL ,. $ Filed /-/-=-~ Q - ~. oo~L ........ ATTORNEY (Sup. Ct. I.D. No.) ADDRESS PHONE l05.805 REV 9/86 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 ~ling. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 10040222 No. / al 2egistrar NAME OF DECEDENT (FirSt, Middle, Last) COMMONWEALTH OF PENNSYLVANIA ' DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH STATE FILE NUMBER ISOCIAL SECURITY NUMBER z/,dxtz'~ 3./'.,¢'.,," - .;',~' - ~,~-YS'- AGE (Las1Birll~Jay) 7£ DEATH DECEDENT'S USUAL OCCUPATION ; MAILING ADDRESS (Stflet, City/'rown. Stele, Zip C, ode) D~CEDENT'S NA~E (r (Type~m) BIRTHPLACE (City and (MOn~h, Day. Yea-) State Or Fo~gn Counm/) [ ,o. ,~/. /~ ~ve · I l?d. ~n ~ li~I of ~ ~,~ ~- ~ty~0 ~. Cou~ ~ ~' ~ ~ ~n~p? ~n~ ~ I MOTHER'S NAME (First, Mid~te, Maiden Surname) I,,. ,7~,.,.,,,,t ,,,Oo ¢. z,-~' ,r .-"-'" I INFORMANT'S MAltING ADDRESS (Street. CYc//Town, State. Zip C~Je) DATE OF DISPOSITION I o~ O~-her Place .~,.~o.~./,~ z /Zo,.d¢,e Yes ~ DATE P~RONOUNCED DEAD (MonlI1, Day, Year) UI ~-C] Non Ul PLACE OF(spe~/)INJURY - At home, fa~n. stree, ctocy. [ LOCATION (Street, City/Town $1ale) SIGNATURE AN IT OF CER FIER / NAME AND ADDRESS OF PER ON ~'10 COMPtETED AUSE OF DEATH DATE FILED {Mo~th. Day. Year) J {]ill c tamc tt I, EMIL W. DEEG, of the Borough of Lemoyne, Cumberland County, Pennsylvania, 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 or Codicils at any time heretofore made by me. ARTICLE I. I direct the payment of my just debts and funeral expenses, the expenses of my last illness and funeral, and the expenses of administering my ~te as soon as my death as may be convenient to my Exeeuto~ hereinafter named. ~ ~ ~. _&RrICI.II II. I give and bequeath my automobiles, household and personal effe~ts and other tangible personalty of like nature (not including cash or secUrities),~ogether with any existing insurance thereon, to my wife, HEDWIG M. S. DEEG, if she survives me by thirty (30) days. Should my wife, HEDWIG M. S. DEEG, not be living on the thirty-first (31st) day after my death, I bequeath all such items and insurance thereon to such of my children as are living on the thirty-first (31st) day after my death, to be divided among them by my Executor with duc regard for' their personal preferences in as nearly equal shares as practical. ARTICLE III. I give, devise and bequeath all the rest, residue and remainder of my Estate, of:' whatever nature and wherever situate, unto my wife, HEDWIG M. S. DEEG', provided she shall survive me by thirty (30) days. If my wife shall predecease me or not be living on the thirty-first (31st) day following my death, I give,~'devise and bequeath, all the rest, residue and remainder of my Estate, of whatever nature and wherever situate, unto my children, WOLFGANG J. F. DEEG, Houston, Texas; MARTIN H. G. DEEG, Maplewood, New Jersey; BERNHARD D. W. DEEG, Columbus, Ohio; and RENATE G. C. DEEG, Lemoyne, Pennsylvania, share and share alike. If any of my children shall have predeceased me, I direct that such child's share shall pass to his or her issue per stirpes by representation, and if there be a failure of same, then such deceased child's share shall be distributed equally among my surviving children. ARTICLE IV. I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, guardian of any property which passes, either under this Will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not otherwise specifically done so, provided that this appointment of a guardian shall not apply to property distributable to a minor for whom I have otherwise made special provision and provided further that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to provide for such support and education, or to make payment for these purposes, without further responsibility to the minor or to the minor's parents or to any person taking care of the minor. ARTICLE V. I nominate and appoint my wife, HEDWIG M. S. DEEG, Executrix of this my Last Will and Testament. Should my wife, HEDWIG M. S. DEEG, fail to qualify or cease to act as Executrix, I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Executor of this my Last Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this the % ~ day of ~~~ , 1986. (SEAL) Emil W. ~/ Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who, at his request, in his presence and in the presence of each other have hereunto subscribed our names as witnesses. ACKNOWL]~DGMENT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND I, EMIL W. DEEG, whose name is signed to the foregoing instrument, having been duly qualified aeeording to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein expressed. Emil W. Deeg/' r Sworn or affirmed to and acknowledged befo~ me, by , 1986· day of EMIL W. DEEG, this Notary~-~ublie ~'b' DIANNE LEI'JIG, NOTARY PUgLIC Commission Expiras December 21, 1989 I~moyne, PA Cumberland County AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA : .' SS: COUNTY OF CUMBERLAND : We, ~.~1~._~ ~.. ~ and '~]f~~- ~- ~~ the witnesses whose names are signed to-the foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the foregoing instrument as his Last Will and Testament; that he signed willingly and that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by ~-J~~~.~~ , and '~~_~ ~c~. ~6.-~ , witnesses, this ~ day of ~-~,-~ ~ ,198 STATUS REPORT UNDER RULE 6.12 Name of Decedent: ,~ ;,a t Date of Death: ~ ~'.t~ I Will No.: t9 3 ?.6" 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/J~ 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: ao Did the personal representative file a final account with the Court? Yes_ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes [--] No C5 Copies of receipts, releases, joinders and approval of formal or informal accounts may be filed with the Clerk of the. Orphans' Court and may be attached to th/s report. Signature Name Address Capacity: Telephone No. .~,Personal Representative [--] Counsel for personal representative 217 REV-1500 EX (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT FILE NUMBER OFFICIAL21.04.0395USE ONLY COUNTY CODE YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER ~ EMIL W DEEG 156-32-5735 DATE OF DEATH DATE OF B~RTH u.I (MM-DD-YEAR) (MM-DO-YEAR) THIS RETURN MUST SE FILED IN DUPLICATE WITH THE U.I ~ 4/1/2004 9/20/1926 REGISTER OF WILLS LU Q (IF AP~PLICASLE) SURVLVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SECURITY NUMBER :HEDWIG M S DEEG ~ E~ 1' Onginal Returrl E~ 2. Sogplemental Re'urn L_J 3. Rema,~der Return (date o, dca* 0rio, to 12-13-82, ~ ~ 4. Limited Estate 4a. Future lnterest Compromise (date ot death after 12-12-82) 5. Federal Estate Tax Relurn Required ~o.. ~] 6. Decedem Died Testam (A~,acn copy et Wil') ~--~ 7~ Decedent Mainta,ned a Uv,ng Trust (Attach copy O' Trust) __ 8. Total Number et Sale Oepos,t Boxes [-----] ~. Litigation Proceeds Received 10. SpousalPove[lyCred~t(0aleol~eambet~een 12-31-91an0 1-1-95) ll. Election to tax underSec. 9113(A)(AttachSchO) Z u~ NAME COMPLETE MAILING ADDRESS z HEDWIG M. S. DEEG 501 OHIO AVENUE m FiRM NAME (If Applicable) LEMOYNE, PA 17043 O TELEPHONE NUMBER 717-737-4053 OFFICIAL USE ONLY 1. Real Estate (Schedule A) (1) NONE 2. Stocks and Bonds (Schedule B) (21 4,145 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) NONE ~-~ 4 Mortgages & Notes Receivable (Schedule D) (4) NONE 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) NONE 6. Jointly Owned Property (Schedule F) (6) NONE z b_..~Separate Billing Requested - I- ~: 7. Inter-Vivos Transfer & Miscellaneous Non-Probate Property ~ (Schedule G or L) (7) NONE I- ~ 8. TOTAL GROSS ASSETS (total Lines 1-7) (8) 4,145 rY 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 9,717 10. Debts of Decedent. Mortgage Liabilities, & Liens (Schedule I) '.10) NONE 11. TOTAL DEDUCTIONS (total Lines 9 & 10) (11) 9,717 12. NET VALUE OF ESTATE (Line 8 minus Line 11) (12) -5,572 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) (13) 0 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) -5,572 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate ,or transfers under Sec.9116 (a)(1.2) x .0 (15) 0 z _.9. < 16 Amount of Line 14 taxable at lineal rate X .0 (1~) 0 ~ 17, Amount of Line ~4 taxable at sibling rate X .12 (17) 0 × <~ 18. Amount of Line 14 taxable at collateral rate x . 15 (18) 0 19. Tax Due (19) 0 217 Decedent's Complete Address: STREET ADDRESS AVENUE ICITY ILEMOYNE EMIL W DEEG 156-32-5735 STATE ZIP PA 17043 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 3. Interest/Penalty if applicable D. Interest E. Penalty (~) Total Credits ( A + B + C ) (2) Total InterestJPenalty ( 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) 0 5 If line 1 + line 3 is greater than line 2, enter the difference. This is the TAX DUE. (5) 0 A. Enter the interest on the tax due. (5A) B Enter the total of Line 5 + 5A This is the BALANCE DUE. (5B) 0 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1 Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; b. retain the right to designate who shall use the property transferred or its mcorne; ..... c retain a reversionary interest; or d. receive the promise for life of either payments, benefits or care? L._J JxJ 2. If death occurred after December 12,1982,did decedent transfer property within one year of death without receiving adequate consideration? [~] E~ 3. Old decedent own an "in trust for" or payable upon death bank account or security at his or her death? U IX] 4. Did decedent own an Individual Retirement Account, annuity or other non-probate property which contains a beneficiary designation? ..................... J---q E~] 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 perlury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, il is true, and complete. Declaration of preparer other than the personal representative is based on all inforrnalion of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE ADDRESS ,~ ~ 501 OHIO AVENUE LEMOYNE PA 17043 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS 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. Section 9116 (a)(1.1)(i)]. For dates of death on or after January 1, 1995, the tax tale imposed on the net value of transfers tO or for the use of the surwvmg spouse is 0% [72 P.S. Section 9116 (a)(1.1)(ii)I. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1. 2000: The tax rate imposed on the net value of transfers from a deceased Child [wenty-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. Section 9116(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. Section 9116(1.2) [72 P.S. Section 9116(a)(1 The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. Section 9116(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. 217 REV-1503 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE B STOCKS & BONDS ESTATE OF FILE NUMBER EMIL W DEEG 21-04-0395 .... All property jointly-owned with right of survivorship must be disclosed'on Schedule F. ITEM NUMBER DESCRIPTION 29 SHARES BAUSCH & LOMB 100 SHARES NEWELL TOTAL (Also enter on line 2, Recapitulatior (If more space is needed, insert additional sheets of the same size) VALUE AT DATE OF DEATH 1,789 2,356 4,145 217 REV-1511 EX + (12-99) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER EMIL W DEEG 21-04-0395 ~- · Debts of decedent must be reported on Schedule I. ITEM NUMBER 5, 6. 7, DESCRIPTION FUNERAL EXPENSES: NEILL FUNERAL HOME ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Security Number(s) / EIN Number ol~ Personal Representative(s) Street Address City State Year(s) Commission Paid: Zip Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees State Zip TOTAL (Aisc enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) AMOUNT 9,664 53 9,717 217 REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA [NHERITANCETAXRETURN RESIDENT DECEDENT SCHEDULEJ BENEFICIARIES ESTATE OF FILE NUMBER EMIL W DEEG 21-04-0395 NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and SPOUSE transfers under Sec. 9116 (a) (1.2)] HEDWIG M. S DEEG 501 OHIO AVENUE LEMOYNE PA 17043 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) AMOUNT OR SHARE OF ESTATE ENTIRE TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV-1500 COVER SHEET $ 0 (If more space is needed, insert additional sheets of the same size) B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS NON-TAXABLE DISTRIBUTIONS A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18. AS APPROPRIATE, ON REV-1500 COVER SHEET - ESTATE OF EMIL W DEEG FILE NO. 21-04-0395 INHERITANCE TAX RETURN LAST WILL AND TESTAMENT his is to certify that the information here given is correctly copied from an original certificate of death duJy filed with me as Local .R~gistrar. The original certificate will be forwarded to the 5tare Vital Records Office for permanent f~ing. WARNING: It is illegal to duplicate this copy by photostat or photograph. m05 *~ ~,,, ~'87 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ~ ~o,'o~,~ ~¢,.~ .... I~f&'~"~ "-,- ~ ~ ,,-O FA rHe~ ~ME ~. M~. Cra) MOtHErS ~ME (Fk~ i. Mm ~l I,, SIGNATURE OF FUNERal. 8ER~CE U E OR I~RSON ACTING A8 SUCH MCE~E ........IMMEDIATE CAUSE (F~. ¢¢,¢,>' g,~ ~ } A'aUAPIA~JIf)psy ~RE~IIO~YFI~ ~NNEROF~ATH OArE OF INJURy TIMfi~INJURY IINJURYAT~]tK?IllESCIIIIILIK~WIHJLiI<I~t:Hi~Itli} I I .... . ...................................................................................... ~ = - y DATE FILED REGISTER OF WILLS CUMBERLAND County, Pennsylvania CERTIFICATE OF GRANT OF LETTERS No. 2004- 00395 Estate Of: DEEG EM/L W (Last Fi, st Middle) PA No. 21-04-0395 Late Of: LEMOYNE BOROUGH CUMBERLAND COUNTY Deceased Social Security No: 156-32-5735 WHEREAS, on the 26th day of April 2004 an instrument dated ' January 30th 1986 was admitted to probate as the last will of DEEG EMIL W {La$r. First, Middle) la te of LEMOYNE BOROUGH, CUMBERLAND County, who died on the 1st day of April 2004 and, WHEREAS, a true copy of the will as probated is annexed hereto. · NEREFO~f .T, GLEND~ FARNER STRASB~UGH , Register of Wills in and for CUMBERLAND County, in the Commonwealth of Pennsylvania, hereby certify that I have this day granted Letters TESTAMENTARY to: DEEG HEDW/G M.S. who has duly qualified as EXECUTOR(R/X) and has agreed to administer the estate according to law, all of which fully appears of record in my office at CUMBERLAND COUNTY COURTHOUSE, CARLISLE, PENNSYLVANIA. IN TESTIMONY WHEREOF, I have hereunto set my hand and affixed the seal of my office on the 26th day of Apri! 2004. **NOTE** ALL NAMES ABOVE APPEAR (LAST, FIRST, MIDDLE) I, EMIL W. DEEG, of the Borough of Lemoyne, Cumberland County, Pennsylvania, )eing of sound and disposing mind, memory and understanding, do hereby make, ~ublish and declare this as and for my Last Will and Testament, hereby revoking and making void any and all Wills or Codicils at any time heretofore made by me. ARTICLE I. I direct the payment of my just debts and funeral expenses, the expenses-of my last illness ~ and funeral, and the expenses of administering my.Estate as soon as my death as may be convenient to my Executor hereinafter named. ~.~ '-: ~ '" '-' ARTICLE Iio I give and bequeath my automobiles, household and personal eff~gts and other tangible personalty of like nature (not including cash or securities),~j.~ogether with any existing insurance thereon, to my wife, HEDWIG M. S. DEEG, if she survives me by thirty (30) days. Should my wife, HEDWIG ~.~. S. DEEG, not be living on the thirty-first (31st) day after my death, I bequeath all such items and insurance thereon to such of my children as are living on the thirty-first (31st) day after my death, to be divided among them by my Executor with due regard for their personal preferences in as nearly equal shares as practical. ARTICLE III. I give, devise and bequeath all the rest, residue and remainder of my Estate, of whatever nature and wherever situate, unto my wife, HEDWIG M. S. DEEG, provided she shall survive me by thirty (30) days. If my wife shall predecease me or not be living on the thirty-first (31st) day following my death, I give, devise and bequeath, all the rest, residue and remainder of my Estate, of whatever nature and wherever situate, unto my children, WOLFGANG J. F. DEEG, Houston, Texas; MARTIN H. G. DEEG, Maplewood, New Jersey; BERNHARD D. W. DEEG, Columbus, Ohio; and RENATE G. C. DEEG, Lemoyne, Pennsylvania, share and share alike. If any of my children shall have predeceased me, I direct that such child's share shall pass to his or her issue per stirpes by representation, and if there be a failure of same, then such deceased child's share shall be distributed equally among my surviving children. ARTICLE IV. I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, guardian of any property which passes, either under this Will or otherwise, to a minor and with respect to which I am authorized to appoint a guardian and have not othem~ise specifically done so, provided that this appointment of a _guardian shall not apply to property distributable to a minor for whom I have otherwise made special provision and provided further that this appointment of a guardian shall not supersede the right of any fiduciary in its discretion to distribute a share where possible to the minor or to another for the minor's benefit. Such guardian shall have the power to use principal as well as income from time to time for the minor's support and education (including college education, both graduate and undergraduate) without regard to his or her parent's ability to ..... ~'"° ?~' ~ ...... such ~"~"+ o~ o~,,~a+ion, er to m~ko p~ym~nt for these purposes, without further responsibility to the minor or to the minor's parents or to any person taking care of the minor. ARTICLE V. I nominate and appoint my wife, HEDWIG M. S. DEEG, Executrix of this my Last Will and Testament. Should my wife, HEDWIG _~I. S. DEEG, fail to qualify or cease to act as Executrix, I appoint DAUPHIN DEPOSIT BANK AND TRUST COMPANY, Executor of this my Last Will. IN WITNESS WHEREOF, I have hereunto set my hand and seal on this the % ~ .q-;~ day of ~j~-~-~.-~.~ , 1986. Emil W. Dee~-~ / / (SEAL) Signed, sealed, published and declared by the above-named Testator, as and for his Last Will and Testament, in the presence of us, who,. at his request, in his presence ~n6 in the presence of each other have hereunto subscribed our names as witnesses. ACKNOWLBDGMEI~ COMMONWEALTH OF PENNSYLVANIA ~<]OUNTY OF CUMBEKLAND : : SS: : I, EMIL W. DEEG, whose name is signed to the foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free-and voluntary act for the purposes therein expressed. Emil W. De/~- Sworn or a~,,,e~ to and acknowledged befor~ me, by ='~TL W .... , ..... ~ day of ~--~ , 1986. Notary~-J~ub lie Cb AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS: We, ~-,~t~-~_~.~ ~. ~ and '~ .... ~-~ ~- ~'-~'-~J the witnesses whose names are signed to tt~e foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the Testator sign and execute the foregoing instrument as his Last Will and Testament; that he signed willingly and t~at he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that to the best of our knowledge, the Testator was at that time eighteen (18) or more years of age, of sound mind and under no constraint or undue influence. Sworn or affirmed to and subscribed to before me by ~-~L~-'~'~.~.-~j , _ . '~ witnesses, this ~'~ day of %o...,~,.,.~.~ , 1986. Notary Pub'lie_5 ~,~' , -,. ,r:. ~O'7~':,R"; FU~L~C ~!.L;'I'[',;F-- ',.-"" '""' Commission Expirzs o~cember 21, 1989 Lemoyne, PA Cumberland County ESTATE OF EMIL W DEEG FILE NO. 21-04-0395 INHERITANCE TAX RETURN SCHEDULE B COMMON STOCI~ .... ,::.~ .... ~ ~ ~ COMMON ~TOCI~ BAUSCH & LOMB INCORPORATED THIS CERTIFmCATE IS traaseera.u£ tN .OC.~r, NX. or NeW Y*orK city CUSIP 071707 10 3 ' FULLY PAID AND NON-ASSE55A8~ SHARES OF THE COMMON STOCK .... ~ : Dated: COMMON STOCK "-:'~"'?~ ..... ,~;~.~ ~; ~.. ~ COMMON ~TOCH BAUSCH & LOMB INCORPORATED THIS CERTIFICATE IS TRANSFERABLE IN RoCKEST£R, N.Y. OR NEW YORK CiTY CUSIP 071707 10 3 ................ =- __ .=-. -:=..:_-- ........ -.--..==..= .... ,__:_-=_ :~-:: ...... _--?:-- _~___~.~.,_'r~I~mo#s_ __ _ _ ---- .......... '--~=- .......... _ ...... - CZ~- -5'-~--~ =~'~2--___. - ..... ~=C~-~_.- r FULLY PA. ID AND NON-~SE~SABLE ~HAR[~ OF Tfl[ COMMON STOCK OF COMMON ~TOCK CO M M 0 N STO C H ~:,,- ,.?:~ ....... .-~. · ~; ~. ~ ~ BAUSCH & LOMB INCORPORATED THIS CERTIFICAT[ I$ TI~ANSFERAI~L£ IN ROCHES"I'£& NY~ OR NEW YORK CITY CUSIP 071707 10 3 FULLY PAID AND NON-A5$[.~$ABLIr SHAR£--q. OF THE CON.ON STOCK OF ' ' 1 ~ 06~6Z8 NEWELL CO. INCORP~RATI;'D UNDER 1HE t.~W~ OF THE ~.TATE OF D£LA'~ARE COMMON STOCK SEE REYERS[ ~'OR CF~tll O[flNITIOR$ CUSIP 651192 10 6 FULLY PA~D AND NON-~S[$~LE SHARES OF THE COHMON STOCK ~1 C~tegsign~ a~d R~ister~: FIflST CHICAGO ~RUST COMPANY OF N~ YORK Transfer Age~ 063628 NEWELL CO. INCORPORATED UNDER THE LA~N.~ OF THE ,~TATE. OF D£L~WARF- COMMON STOCK CElilAtN DEFINITIONS CUSIP 651192 10 6 3738-173&4 ..................................... - FULLY PAiD AND NON*A~SES-'e-dkBLE: SHARES OF THE COMMON STOCK :~1 PAR VAL V~E ~AI~N ~7 ~EF EXEC~VE ~F~R TREASURER C<)[s~.tecs~lted and RegLsterecl: FIRST CHICAGO TRUST COMPANY OF N~ YORK T~anste~ Agent and R~istra~ 063628 NEWELL CO. INCORPORATED UNDER THE LA'~W$ OF THF- .~,TATE OF ID£LAWARE COMMON STOCK SEE RL'~EIIS£ FOR C[.II~I# CUSIP 651192 10 6 FULLY PAiD AND NON-~SEs~BLE SHARE5 OF THE CO~ON STOCK ~1 PAR Gu~tersi§ned and RegJstere~: FIRST CHICAGO TRUST COMPANY OF NEW YORK by [ ~ T~a~sfer Agent and R~istra~ ESTATE OF EMIL W DEEG FILE NO. 21-04-0395 INHERITANCE TAX RETURN SCHEDULE H NEILL Funeral Home Inc. Payment Receipt Receipt No.: 5225 13 April 2004 Services Rendered for: Emil W. Deeq Description Amount Complete Traditional Service .............................. $ 094 684 IDH SANDPIPER CASKET ........................ Catholic Cross - Box set .................................. Flower Sales .......................................... 25 Death Ceddficate @ 2.00 each .......................... Patriot News Co ........................................ Services Total $ Adjustments (Payments) $ Balance Due on Account Ref No.: 1002459 / 1002459 3,495.00 5,495.00 165.00 174.00 50.00 285.44 9,664.44 (9,664.44) $ 0.00 3401 Market Street Camp Hill, PA- 17011-4428 tel 717 737-8726 fax 717 737-1859 Robert J. Pramik, Supervisor 3501 Derry Street Harrisburg, PA - 17111-1817 tel 717 564-2633 fax 717 561-9918 Stephen J. Wilsback. Supervisor Member of ALDERWO~DS GROUP NEILL FUNERAL HOME, INC. 2720 3401 MARKET STREET, CAMP HILL. PA, 17011 TEI.~ (717) 737-8726 FAXi (717) 737-1859 .ECE,VED from /.~ ,,.sumo, °'-, ~, ~"'~.~:/~-/,,..L ~,~.: ...... -: "'/ ....... ' ..... ~..;": ........... q'F;~' .................................... ' ..... _ ,' ........................................... r .................................. ~.~ .............................. DOLORS or ................... ~ ......... ~'..,~ ............................................................... ~ ......................................... [~ /j NEILL FUNERAL HOME I~ ~:oun,,o./...~:~.F2..~. ............... ~ C,~C~ - // ' ~ ~ M ORDER Per /"/ ''~ ' ...................... ~ c~.~,~ CA.o ~' ........................................ ~'~';~'6 NEILL FUNERAL HOME, INC. 2716 3401 MARKETSTREE~, CAMP HILL, PA, 17011 TEl..; (717) 737-8726 FAX: (717) 737-1859 ,i.. ~ Y- '7 2.,~.,f ~ ECEIVEO from ........ ~ ................................................................ $ .~.]?: ....... ,~ s,m o, ..~/~;~.~~ ~.)~.. ~..t4~: .............. ~o~,~ fo,..Z~....~ ...... ~~-- .................................................................................... ;..~ .................. NEILL ~UNER~ HOME, INC. ~ou.,,o.../~:~.~.~ ............. ~ ~ ,~, ~ M. O~fi~ ~r. . ........... ~ CREDIT CARD ,/ THANK YOU Cumberland County - Register Of Wills Hanover and High Street Carlisle, PA 17013 Phone: (717)240-6345 Date: 08/02/2004 DEEG HEDWIG M.S. 501 OHIO AVE LEMOYNE, PA 17043 RE: Estate of DEEG EMIL W File Number: 2004-00395 Dear Sir/Madam: It has come to my attention that you have not filed the Certification of Notice Under Rule 5.7 (a) 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 ten (10) days after giving proper notice to the beneficiaries and intestate heirs as required by subdivision (a) of Rule 5.7, shall file with the Register of Wills or Clerk of the Orphans' Court his/her Certification of Notice. This filing will become delinquent on 08/05/2004 Your prompt attention to this matter will be appreciated. Thank You. cc: File Counsel Judge GLENDA FARNER STP-ASBAUGH Clerk of the Orphans' Court Name of Decedent: Date of Death: CERTIFICATION OF NOTICE UNDER RULE 5.6(~) WmNo. 2, oo c/_ To the Register: Admin. No. 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 _ t~ ~ S ~ 0 ~ : Name Addre_s_s Notice has now been given to all persons entitled thereto under Rule 5.6(a) except Date: Signature Address Telephone Capacity: _ Personal Representative _ Counsel for personal representative BUREAU OF TNDTVTDUAL TAXES ZNHERi'TANCE TAX DTVTSTON DEPT. 280601 HARRZSBURP-, PA 17128-0601 COMMONWEALTH OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTICE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX HEDWIG M S LJ~EEG LEMOYNE o PA-' 170~$ DATE ESTATE OF DATE OF DEATH FZLE NUMBER COUNTY ACN 08-23-200~ DEEG 0~-01-200~ 21 0~-0395 CUMBERLAND 101 Aeoun~ ReeL~ad I EMIL W MAKE CHECK PAYABLE AND RENZT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA I7015 RETAZN LONER PORTZON FOR YOUR RECORDS ~ CUT ALONG~*~I'HIS LThE REV-1547 EX AFP (01-03} NOT:ZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLOWANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF DEEG EMIL WFZLE NO. 21 0~-0395 ACN 101 DATE 08-25-200~ TAX RETURN NAS: (X} ACCEPTED AS FILED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST- SEE REVERS;~ APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Es~a~a (Schedule A} (1) 2. S~ocks and Bonds (Schedule B) (2) 3. CZosely HeZd S~ock/Par~nershAp Zn~eres~ (Schedule C) (3) ~. Hor~gages/No~as ReceAvabla (Schedule D) (~) S. Cash/Bank Daposi*s/HAsc. Personal Proper~y (Schedule E) (5) 6. JoAn~ly Owned Proper*y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. FuneraZ Expenses/Ad.. Costs/H/sc. Expenses (Schedule H) (9) 10. Debts/Hot,gage LAabAZA~ias/LAans (Schedule Z) (10) 11. To,al Deductions 12. Ne~ VaIua of Tax Ra~urn 15. lq. Charitable/Governmental Baques*s; Non-elected 9115 Trusts (Schedule J) Ne~ Value of Es*a*e Subjac* ~o Tax .0O ~/1R5.00 .00 .00 .00 .00 .00 (8) 9,717.00 NOTE: To Ansure proper crodA~ ~o your account, submA~ ~he upper por~Aon of ~his form wASh your ~ax payment. .00 (11) g .717. DO (12) 5,572.00- (13) . O0 (2q) 5,572.00- NOTE: If an assessment was issued previously, 11nas 14, 15 and/or 16, 17, 18 and 19 w111 reflect flgures that lnclude the tote! of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount: of L/ne lQ a~: Spousal ra4:e (1.6) . O0 X O0 = . O0 16. Amount: of LAne 1~, ~:axable a* Lineal/Class A ra*e (16) . O0 X Oq5 = . O0 17. Amoun* of LAne lfi a~ SiblAn9 ra~e 18. Amoun~ of LAne 1~ ~exabla a~ Colla*eral/Class B ra*a 19. Principal Tax Due TAX CREDTTS: RECEZPT NUHBER PAYHENT DATE DISCOUNT (+J ZNTEREST/PEN PAID (-) (17) .00 X 12 = .00 (18) .00 x 15 = .00 (19)= .00 AMOUNT PAID · °°I .00 .00 .00 ( ZF TOTAL DUE TS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR ZNSTRUCTZONS.) ZF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULAT/ON OF ADDZT/ONAL INTEREST. TOTAL TAX CREDZT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE RESERVATION: Estates of decedents dying on or before December 1Z, 19BI -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonesalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the laefu! Class B (collateral) rate on any such future interest. PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADHIN- ZSTRATZVE CORRECT/OHS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section ZlfiO of the Inheritance and Estate Tax Act, Act 23 af ZOO0. (TI P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, ahich was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Xnheritance and Estate Tax" (REV-IS13). Applications ara available at the Office of the Register of Nills, any of the Z3 Revenue District OfFices, or by calling the special Z4-haur ansmering service for forms ordering: 1-BOO-36Z-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-447-3020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Not/ca must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. Z810Z1, Harrisburg, PA 171Ze-10Z1, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. 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, Dept. 280601, Harrisburg, PA 171ZB-0601 Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent' (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid mithin three (3) calendar months after the decedent's death, a five percent (SZ) discount of the tax paid is allowed. 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 the and of the tax amnesty period. This non-participation penalty is appealable in the same manner end in the the same tiaa period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day fram the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. Al1 taxes which became delinquent on and after January 1, 1982 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 19aZ through 2004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .000548 ~'~'8-1991 11Z .000301 ~ 9Z .000247 1983 16Z .00043B 199Z 9Z .000247 ZOOZ 6Z .000164 1984 X1Z .000301 1993-1994 72 .000192 2003 52 .000137 19B5 13Z .000356 1995-1998 9Z .000247 2004 qZ .000110 1986 lOX .000274 1999 7Z .O0019Z 1987 lOZ .000274 ZOO0 7Z .O00XeZ --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPATD X NUNBER OF DAYS DELINQUENT X DAILY XNTBREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated.