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Home My WebLink About03-0447 Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Darthey J. Wrightstone No. a/k/a Darthey Jane Wri.qhtstone, Deceased Social Security No. 204-03-4083 MARILYN K. DUCK Petitioner(s), who is/are 18 years of age or older, apply(ies) for: (COMPLETE "A" OR "B" BELOW:) A. Probate and Grant of Letters and aver that Petitioner is the executrix named in the Last Will of the Decedent, dated November 5, 2001 and codicil(s) dated State relevant circumstances, e.g. renunciation, death of Executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not to victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (d.b.n.c.t.a.: pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania, with her last family or principal residence at 1 Longsdorf Way, South Middleton Township, Carlisle, Cumberland County, Pennsylvania (List street, number and municipality) Decedent, then 84 years of age, died May 17, 2003 at (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property ..................................................................... $ (If not domiciled in PA) Personal property in Pennsylvania ..................................... $ (If not domiciled in PA) Personal property in County .................................................... $. Value of real estate in Pennsylvania ...................................................................................................................... $ Total ......................................................................................................... $ Cumberland Crossings, Carlisle, Pa 120,000.00 120,000.00 Real Estate situated as follows: Wherefore, Petitioner respectfully requests the probate of the last Will presented with this Petition and the grant of letters in the appropriate form to the undersigned: Signature Typed or printed name and residence Marilyn K. Duck 154 South Enola Drive Enola, PA 17025 Oath of Personal Representative COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND · The Petitioner above-named swears and affirms that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner and that, as personal representative of the Decedent, Petitioner will well and truly administer the estate according to law. Sworn to and affirmed and subscribed Before me this ,3 0't-~ day of K. DUCK 2003. Estate of Social Security No: Dar'they J. Wri.qhtstone a/k/a Darthey Jane Wriqhtstone, Deceased 204-03-4083 Date of Death: May 17, 2003 AND NOW, t-~3r~('t.~ j.-- c~) ,2003, in consideration of the Petition on the reverse side hereon, satisfacto'r~ P~of having been presented before me, IT IS DECREED that Letters Testamentary d.b.n.c.t.a.; pendente lite; durante absentia; durante rninodtate are hereby granted to MARILYN K. DUCK in the above estate and that the instrument(s) dated November 5, 2001 described in the Petition be admitted to probate and filed of record as the last Will of the Decedent. FEES Letters ........................... $ ~5, O0 Short Certificate(s) Renunciation .............. Affidavit ( ) .................. Extra Pages ( ) ....... Codicil ............................ JCP Fee ....................... Inventory ...................... Other .............................. TOTAL ......... $ ~egister of V~iffs - '-- (] '~ ~/ ~ Attorney: Edmund G. Myers I.D. No: 20558 Address: Johnson, Duffie, Stewart & Weidner, 301 Market Street, P.O. Box 109, Lemoyne, PA 17043- Telephone: 717-761-4540 000217-00001 / 10/30/01/EGM/KLT/151236.1 i1! ani e tament OF DARTHEY J. WRIGHTSTONE I, DARTHEY J. WRIGHTSTONE, of South Middleton Township, 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 DEBTS I direct the payment of all my legal debts, and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. ARTICLE II TANGIBLE PERSONAL PROPERTY I give and bequeath my household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto my niece, MARILYN K. DUCK and my niece, BONNIE LEE BAGWELL, or the survivor of them should either predecease me, to be divided between them in as nearly equal shares as practical. 000217-00001 / 10/30/01/EGM/KLT/151236.1 ARTICLE III REST, RESIDUE AND REMAINDER I give, devise and bequeath all the rest, residue, and remainder of my Estate, of whatsoever nature and wheresoever situate unto my nieces, MARILYN K. DUCK and BONNIE LEE BAGWELL, in equal shares. ARTICLE IV PERSONAL REPRESENTATIVE I name, constitute and appoint my niece, MARILYN K. DUCK, Executrix of this my Last Will and Testament. Should my niece, MARILYN K. DUCK, fail to qualify or cease to so act, I name, constitute and appoint my niece, BONNIE LEE BAGWELL, alternate Executrix to complete the administration of my Estate· I direct that no fiduciary appointed herein shall be required to post bond for the faithful administration of the duties required in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ,~ dayof /{f~>t/g~-~f/E~ ,2001. Signed, sealed, published and declared by the above-named Testatrix, as and for her Last Will and Testament, in the presence of us, who at her request, in her presence and in the presence of each other, have hereunto subscribed our names as wimesses. 000217-00001/10/30/01/EGM/KLT/151236.1 AFFIDAVIT AND ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: COUNTY OF CUMBERLAND · SS We, DARTHEY J. W RIGHTSTONE, ~j/}t/O{b~ 4. ~'~ps and ~:~'k' ]_. '~ ]:/V'S , the Testatrix and the wimesses, respectively, whose names are signed to the attached or foregoing instrument, being first duly swom, 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 flee and voluntary act for the purposes therein expressed, and that each of the witnesses, in the presence and hearing of the Testatrix, signed the Will as wimess and that to the best of his/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence· Wimess "' Subscribed, sworn to and acknowledged before me by DARTHEY J. WRIGHTSTONE, T~atrix, and and sworn to before me by G. ~ and subscribed ~¢M ]--. '~&~ Jf~ , wimesses, this ,.~¢J.~ day of ~/bl/~ r/~ ]L ,2001. · Kdstee K. Myers, Notar,/Public ~[ Lemoyne Boro, Cumberland County My Commission Expires Dec. 2, 2002 Member, Pennsylvania Association ot of DARTHEY J. WRIGH?S?ONE JOHNSON, DUFFle, STEWART & WEIDNEr ATTORNEYS AT LAW LEMOYNE, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Will No.: DARTHEY J. WRIGHTSTONE a/k/a DARTHEY JANE WRIGHTSTONE May 17, 2003 2003-00447 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 June 17, 2003. Name Address BONNIE LEE BAGWELL 49 Grant Street Enola, PA 17025 MARILYN K. DUCK 154 South Enola Drive Enola, PA 17025 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except None. Date: June 17, 2003 Name EDMUND G. MYERS Johnson, Duffle, Stewart & Weidner Address 301 Market St. P. O. Box 109 Lemoyne, PA 17043-0109 Telephone (717) 761-4540 Capacity: Counsel for personal representative JERRY R. DUFFLE RICHARD W. STEWART C. ROY WEIDNER, JR. EDMUND G. MYERS DAVID W. DELUCE RALPH H. WRIGHT, JR. DAVID J. LANZA MARK C. DUFFIE MELISSA PEEL GREEVY MICHAEL J. CASSIDY ROBERT M. WALKER LAW OFFICES JOHNSON, DUFFLE, STEWART & WEIDNER i Professional Corporation 301 MARKET STREET P. O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 XtgEBSITE: www.jdsw, com TELEPHONE 717-761-4540 FACSIMILE 717-761-3015 E-MAIL mail~jdsw, com HORACE A. JOHNSON COUNSEL TO THE FIRM E-MAIL dlw@jdsw.com August5,2003 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 ATTN: CHERYL Re: Estate of Darthey J. Wrightstone SSN: 204-03-4083 PA File No. 21-03-0447 Our File No. 0217-1 Dear Cheryl: Enclosed please find Estate Check No. 1001 in the amount of $15,000.00. This payment represents the three-month prepayment in order to qualify for the discount. The decedent died on May 17, 2003. Please time stamp the enclosed copy of this correspondence, and return to me in the enclosed self-addressed stamped envelope. Thanks for your assistance in this matter. Should you have any questions, or require any additional information, please feel free to contact me. cc: Duck, Executrix #216748 Marilyn Very truly yours, xo so , s, wA , Legal Assistant LAW OFFICES JOHNSON, DUFFLE, STEWART & WEIDNER 301 MARKET STREET P. O. BOX IO9 LEMOYNE, PENNSYLVANIA 17043-0109 t~ Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 ATTN: CHERYL t '7 o t ~ + 33 o ~. I,,,llh,,ldl ..... ',lt,,Ih,,ll,,,Ihll ...... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 002879 MYERS EDMUND G 301 MARKET STREET P O BOX 109 LEMOYNE, PA 17043 ........ fold ESTATE INFORMATION: SSN: 204-03-4083 FILE NUMBER: 2103-0447 DECEDENT NAME: WRIGHTSTONE DARTHEY J DATE OF PAYMENT: 08/07/2003 POSTMARK DATE: 08/06/2003 COUNTY: CUMBERLAND DATE OF DEATH: 05/1 7/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $15,000.00 TOTAL AMOUNT PAID: $15,000.00 REMARKS: MARILYN K DUCK C/O EDMUND G MYERS ESQUIRE SEAL CHECK# 1001 INITIALS: CW RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS JERRY R. DUFFIE RICHARD W. STEWART C, ROY WEIDNER, JR. EDMUND G. MYERS DAVID W, DELUCE RALPH H. WRIGHT, JR. DAVID J, LANZA MARK C. DUFFIE MELISSA PEEL GREEVY MICHAEL J, CASSIDY ROBERT M. WALKER Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 ATTN: CHERYL Dear Register: JOHNSON, A Professional Corporation 301 MARKET STREET P. O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 IYdEBSITE: www.jdsw, c0m TELEPHONE 717-761o4540 FACSIMILE 717-761-3015 E-MAIL mail@jdsw, com LAW OFFICES DUFFLE, STEWART & WEIDNER October 1, 2003 Re~ HORACE A. JOHNSON COUNSEL TO THE FIRM E-MAIL dlw@jdsw.com Estate of Darthey J. Wri~htstone SSN: 204-03-4083 Date of Death: May 17, 2003 Your File No. 21-03-00447 Enclosed for filing please find the following documents for the above referenced decedent: 2 Original PA Inheritance Tax Returns. There is tax due in the amount of $2,306.60 Estate Check No. 1004 is attached. Estate Check No. 1005 in the amount of $31.00 as follows: a. $15.00 Inheritance Tax filing fee c. $16.00 Inventory Fee. $10.00 for Page 1 and $3.00 for each page thereafter (2~3.00 = $6.00). 1 copy of Pages 1 & 2 of the Pa Inheritance tax return, which we ask that you time-stamp and return to us in the enclosed envelope. Inventory Inventory (2 copies), which we ask that you time stamp and return to us in the enclosed envelope. Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this matter. Very truly yours, JO, HNSON, DUFF, IE, STEWART & WEIDNER Dana L. Wieseman Legal Assistant cc: Marilyn K. Duck, Executrix :219064 ~Ct-~NSON, DUFFLE, STEWART & WEIDNER ATTORNEYS AT LAW :301 MARKET STREET P. O. BOX 109 LEMOYNE, PENNSYLVANIA 17043 "rst Cl I REGISTER OF WILLS OFFICE CUMBERLAND COUNTY COURTHOUSE 1 Courthouse Square Carlisle, PA 17013 Attn: CHeryl COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 003077 MYERS EDMUND G 301 MARKET STREET P O BOX 109 LEMOYNE, PA 17043 ........ fold ESTATE INFORMATION: SSN: 204-03-4083 FILE NUMBER: 21 03-0447 DECEDENT NAME: WRIGHTSTONE DARTHEY J DATE OF PAYMENT: 10/02/2003 POSTMARK DATE: 10/01/2003 COUNTY: CUMBERLAND DATE OF DEATH: 05/17/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $2,306.60 TOTAL AMOUNT PAID: $2,306.60 REMARKS: MARILYN KDUCK C/O EDMUND G MYERS ESQUIRE SEAL CHECK# 1004 INITIALS: DO RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS ' P- EV- 1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT E DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) D 05/17/2003 02/26/1919 E ( F APPL CABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N T CAPB HpRL EpIO cRAC EoTK " ES R E C A P I T U L A T I O N C O R R E S OFFICIAL USE ONLY FILE NUMBER 21-03-0447 COUNTYCODE YEAR NUMBER C O M T I 0 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) WRIGHTSTONE DARTHEY JANE SOCIAL SECURITY NUMBER 204-03-4083 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 1. Original Return ~ 247! Supplemental Return 4. Limited Estate · Future lnterest Compromise (date of death after 1Z-17-82) 6. Decedent Died Testate Decedent Maintained a Living Trust IAttach copy of Will) (Attach copy of Trust) [] 9, Litigation Proceeds Received [~ 10. Spousal Poverty Credit (date of death between 1:>-31-91 and 1-1-95) (date of death 3. Remainder Return priorto 12-13-82) 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch O) NAME Edmund G. Myers FIRM NAME (If Applicable) Johnson, Duffie, Stewart & Weidner TELEPHONE NUMBER 717/761-4540 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [-~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11 ) 13. 14. COMPLETE MAILING ADDRESS P. O. Box 109 301 Market Street Lemoyne, PA 1~q4~-0109 None 999.37 None None 128,905.99 None None 3,664.40 5,600.51 OFFICIAL USE ONLY Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) (8) 129,905.36 (11) 9,264.91 (12) 120,640.45 (13~ (14) 120,640.45 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) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due X .0 0 0.00 X .0 45 X .12 120,640.45 X .lS (15) 0.00 (16) 0.00 (17) 0.00 (18) 18,096.07 (19) 18,096.07 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1 Longsdorf Way CITY Carlisle STATE ?A Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) Z. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 15,000.00 789.47 (1) Total Credits ( A + B + C ) (Z) ZIP 17013 18,096.07 3. Interest/Penalty if applicable D. Interest 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) ,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) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (5B) 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 income; ........... c. retain a reversionary interest; or .................................... d. receive the promise for life of either payments, benefits or care? ................... 2. If death occurred after December 12, 1982, did decedent 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? .............................................. [-'--] [] 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, 15,789.47 0.00 0.00 2,306.60 0.00 2,306.60 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATUREOFPERSONRESPONSIBLEFORFILINGRETURN Marilyn K. DUCK DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE 154 South Enola Dr. -- -~ ~i-/~- ~×-- i-~6 ~- .............................. /oo/- d3 Johnson, Duffie, Stewart & Weidner DATE P.O. Box 109 -- -~-~-,- -P~---i ~b-~§: bY6 ~ ...................... ~-/- o~ 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. 9116 (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. 9116 (a) (1.1) (ii)]. 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 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. 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. 9116(1.2) [72 P.S. 9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-I,~00 EX (Rev. 6-00) REV- 1503 EX + 11-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE B STOCKS & BONDS FILE NUMBER DARTHEY JANE WRIGHTSTONE SS# 204-03-4083 05/17/2003 21-03-0447 All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION UNIT VALUE OF DEATH 1 37 shares Metlife, Inc. Common Stock, CUSIP #59156R108 27.01 999.37 - Value as of Date of Death was acquired using EstateVal. Such valuation is attached hereto for reference TOTAL (Also enter on line 2, Recapitulation) 999.37 space m needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1503 EX (Rev. 1-97) REV- 1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DARTHEY JANE WRIGHTSTONE SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER SS:/~ 204-03-4083 05/17/2003 21-03-0447 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 NUMBER DESCRIPTION Deposit made into Decedent's individual account after date of death Pennsylvania State Employee Retirment System - Health Program VALUE At DATE OF DEATH 7.00 413.75 Re imbur s ement PNC Bank Checking Account No. 50-0408-2798 PNC Bank Performance Money Market Account No. 50-0385-1858 Waypoint Bank CD Account No. 1003002002 Accrued income on item 5 through date of death Waypoint Bank CD Account No. 1091288367 Accrued income on item 6 through date of death Waypoint Bank VIP Free Account No. 1000007426 Accrued income on item 7 through date of death TOTAL (Also enter on line 5, Recapitulation) (If more space is needed, insert additional sheets of the same size) 5.00 78,938.29 25,427.69 27.87 20,000.00 19.99 4,064.17 2.23 $ 128,905.99 Copyright (c) 1996 form software only CPSystems, Inc. Form REV- 1508 EX (Rev. 1-97) REV- 1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DARTHEY JANE WRIGHTSTONE SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS SS# 204-03-4083 05/17/2003 FILE NUMBER 21-03-0447 Debts of decedent must be reported on Schedule I. ITEM NUMBER 3 4 DESCRIPTION FUNERAL EXPENSES: Flowers for Funeral Service James R. Gingrich Memorials Cemetary Inscription ADMINISTRATIVE COSTS: 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: Attorney's Fees Johnson, Duffie, Stewart & Weidner 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 Probate Fees Accountant's Fees Register of Wills Tax Return Preparer's Fees OtherAdministrativeCosts Costs to Executrix Charge for transfer of Stock - Medallion Guarantee Office - Filing fees as Cumberland County Register of Wills follows: Inheritance Tax Return: $15.00 Inventory $16.00 The Cumberland Law Journal - Notice of Estate Administration The Patriot News Notice of Estate Administration TOTAL (Also enter on line 9, Recapitulation) AMOUNT 69.91 100.00 3,000.00 257.00 2.00 31.00 75.00 129.49 3,664.40 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DARTHEY JANE WRIGHTSTONE SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS SS# 204-03-4083 05/17/2003 FILENUMBER 21-03-0447 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION Cumberland Crossings Retirement Community - Invoice for the mont[ of May for Residential Services Cumberland Crossings Retirement Community - Residential Services Flowers delivered to Nursing Home Final Invoice for West Shore EMS AMOUNT 2,943.00 2,459.04 57.24 141.23 TOTAL (Also enter on line 10, Recapitulation) 5,600.51 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software on y CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV- 1513 EX + (9- 00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF DARTHEY JANE WRIGHTSTONE NUMBER I1. SCHEDULE J BENEFICIARIES FILE NUMBER SS# 204-03-4083 05/17/2003 21-03-0447 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116~)(1.Z)] Bonnie Lee Bagwell 49 Grant Street Enola, PA 17025 Marilyn K. Duck 154 South Enola Drive Enola, PA 17025 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Niece AMOUNT OR SHARE OF ESTATE 1/2 of Entire Estate Niece 1/2 of Entire Estate ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) ?000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) LISTING OF EXHIBITS FOR ESZ4TE OF DARTHEY j.. WRIGHTSTONE EXHIBIT A Last Will and Testament of Darthey d. Wrightstone signed and dated on the 5th of November, 2001. EXHIBIT B EstateVal Valuation of Metlife, Inc. as of Date of Death Schedule B. EXHIBIT A a6t ill anh e tament OF DARTHEY J. WRIGHTSTONE I, DARTHEY J. WRIGHTSTONE, of South Middleton Township, 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 DEBTS I direct the payment of all my legal debts, and the expenses of my last illness and funeral from my Estate as soon after my death as conveniently may be done. ARTICLE II TANGIBLE PERSONAL PROPERTY I give and bequeath my household and personal effects and other tangible personalty of like nature (not including cash or securities), together with any existing insurance thereon, unto my niece, MARILYN K. DUCK and my niece, BONNIE LEE BAGWELL, or the survivor of them should either predecease me, to be divided between them in as nearly equal shares as practical. ARTICLE III REST, RESIDUE AND REMAINDER I give, devise and bequeath all the rest, residue, and remainder of my Estate, of whatsoever nature and wheresoever situate unto my nieces, MARILYN IL DUCK and BONNIE LEE BAGWELL, in equal shares. ARTICLE IV PERSONAL REPRESENTATIVE I name, constitute and appoint my niece, MARILYN IC DUCK, Executrix of this my Last Will and Testament. Should my niece, MARILYN K. DUCK, fail to qualify or cease to so act, I name, constitute and appoint my niece, BONNIE LEE BAGWELL, alternate Executrix to complete the administration of my Estate. I direct that no fiduciary appointed herein shall be required to post bond for the faithful administration of the duties required in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ,.~ dayof tlf~>//~/c.~E,~ ,2001. Si~ed, sealed, published ~d decl~ed by the above-nmed Testaffix, ~ ~d for her Last Will ~d Testment, in ~e presence of us, who at her request, in her presence ~d in the presence of each other, have here~to subscribed o~ nines as wimesses. AFFIDAVIT AND ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA: · SS COUNTY OF CUMBERLAND · We, DARTHEY J. WRIGHTSTONE, ~t/Ot/d/~ ~./~oc and ~6,q /-. ~ ~ , the Testatrix and the witnesses, respectively, whose 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 purposes 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/her knowledge the Testatrix was at that time eighteen years of age or older, of sound mind and under no constraint or undue influence. Witness Subscribed, sworn to and acknowledged before me by DARTHEY J. WRIGHTSTONE, r~tatrix, a.d ~ub~ori~,~d a.d ~wom to ~,~Cor~ m~ ~,y kd~.V, -~. ff~/~kS ~d ~ff L. ~~ , wi~esses, t~s ~ day of ~e ~ ~ ,2001. N0~ublic ' - Kflstee K. Myers, Notanj Public yn~ Bolo, Cumberland Cou s Dec 2 2nni~n~ A ...... ~,~a~l u~ 1'40[~rleS EXHIBIT B Date of Death: 05/17/2003 Valuation Date: 05/17/2003 Processing Date: 06/17/2003 Estate Valuation Shares Security or Par Description High/Ask 1) 37 METLIFE INC (59156R108) COM NYSE 05/16/2003 05/19/2003 27.40000 27.29000 Low/Bid 26.80000 H/L 26.55000 H/L Estate of: Darthey Wrightstone Account: 0217-1 Report Type: Date of Death Number of Securities: 1 File ID: WRIGHTSTONE Mean and/or Div and Int Security Adjustments Accruals Value 27.010000 999.37 Total Value: Total Accrual: Total: $999.37 $0,00 $999.37 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.1) Register of Wills of CUMBERLAND INVENTORY County, Pennsylvania Estate of DARTHEY JANE WRICHTSTONE No. 2003-00447 also known as Darthey J. , Deceased Date of Death 05/17/2003 Social Security No. 204- 03 - 4083 Marilyn K. DUCK, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I ANe verify that the statements made in this Inventory are true and correct. I/VVe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unswom falsification to authorities. Personal Representative Name of Attorney: Edmund G. Myers Signature: r~ ~ )/--- D~ Marily~ K. DUCK I.D. No.: 20558 Signature: Address: P. O. Box 109 Address: 154 South Enola Dr. Lemoyne, PA 17043-0109 Enola, PA 17025 Telephone: 717/761-4540 Telephone: 717/732- 9264 Dated: /,0- i - 0,.~ Description (See continuation page(s) attached) (Attach additional sheets if necessary) Value Total: 129,905.36 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-7 (199Z) Estate of: Date of Death: County: INVENTORY DARTHEY JANE WRIGHTSTONE 05/17/2003 Cumberland CASH: Deposit made to individual ac count PA State Employee Retirement Reimbursement PNC Bank CheckinE Account No. 50-0408-2798 PNC Bank Performance Money Market Account No. 50-0385-1858 Waypoint Bank CD Account No. 1003002002 Accrued income Waypoint Bank CD Account No. 1091288367 Accrued income Waypoint Bank VIP Free Account #1000007426 Accrued income 7.00 413.75 5.00 78,938.29 25,427.69 27.87 20,000.00 19.99 4,064.17 2.23 128,905.99 -1- 37.000 STOCKS/LISTED: shares Metlife, Stock TOTAL RECEIPTS Inc. Common 999.37 999.37 OF PRINCIPAL ............... 129,905.36 -2- JERRY R. DUFFLE RICHARD W. STEWART C. ROY WEIDNER, JR. EDMUND G. MYERS DAVID W. DELUCE RALPH H. WRIGHT, JR. MARK C. DUFFIE MICHAEL J. CASSIDY MELISSA PEEL GREEVY ROBERT M. WALKER WADE D. MANLEY LAW OFFICES JOHNSON, DUFFIE, STEWART & WEIDNER A Professional Corporation 301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 WEBSITE: www. idsw.com TELEPHONE 717-761-4540 FACSIMILE 717-761-3015 E-MAIL: mail~jdsw.com HORACE A. JOHNSON COUNSEL TO THE FIRM WRITER'S EXT. NO. 114 E-MAIL dlw~jdsw.com March 12, 2004 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Dear Register: Re: Estate of Da, J Wr'~htston6::...: ' :r~ SSN: 204-034083 :=' "' Date of Deat~ May 17.,-2003 Your File No, 21-03-00~r~7 Enclosed for filing please find the following documents for the above r~ferenced~ecedent: 2 Original PA Inheritance Tax Supplemental Returns. Tax due in the amount of $558.26 with $1.47 interest for filing on March 12, 2004. Estate check No. 1011 is enclosed Estate Check No. 1012 for $25.00 as follows: a. $15.00 Inheritance Tax filing fee and $10.00 Inventory Fee. 1 copy of Pages 1 & 2 of the Supplemental return, which we ask that you time-stamp and return to us in the enclosed envelope. Inventory Inventory (2 copies), which we ask that you time stamp and return to us in the enclosed envelope. Should you have any questions, please do not hesitate to contact our office. Thank you for you assistance in this matter. Very truly yours, X~a~SON, DUFFIE,STEWART & WEIDNER Legal Assistant cc: Marilyn K. Duck, Executrix :225313 z COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) WRIGHTSTONE, DARTHEY JANE DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) 05/17/2003 02/26/1919 (IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) r'-] 1. Original Retum [] 2, Supplemental Return ["] 4. Limited Estate [] 4a. Future Interest Compromise (date of death after 12-12-82) [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach of Will) copy of Trust) [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death belween 12-31-91 and 1-1-95 ~IAME Edmund G. Myers "IRM NAME (If applicable) Johnson, Duffle, Stewart & Weidner rELEPHONE NUMBER 7 ] 7/761-4540 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6, Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets(total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) OFFICiAl.. USE ONLY :ILE NUMBER 21 03 00447 COUNTY CODE ~YEAR NUMBER SOCIAl. ~ECURiTy NUMBER 204-03-4083 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER [] 3. Remainder Reiurn (date of death Pri0r t0 12-i~:B~) [] 5. Federal Estate Tax Return Required 8. Total Number of Safe Deposit Boxes [] 11.Election to tax under Sec, 9113(A) (Attach Sch O) COMPLETE MAILING ADDRESS 12. Net Value of Estate (Line 8 minus Line 11) P.O. Box 109 Lemoyne, PA 17043-0109 Nons 3,749.7~- Non{ii Non~ Nono, None 28.00 13. Charitable and Govemmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax(Line 12 minus Line 13) 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) (8) 3,749.76 (11) 28.00 (12) 3,721.76 (13) (14) 3,721.76 x .00 (15) 16. Amount of Line 14 taxable at lineal rate x ,045 (16) 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due x .12 (17) 3,721.76 x .15 (18) 558.26 (19) 558.26 20. [] Copyright 2000 form software only The Lackner Group, Inc. Form REV-tS00 EX (Rev. 6-00) Decedent's Complete Address: ISTREET ADDRESS CiTY 1 Longsdorf Way Carlisle ~STATE PA zip 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty (1) 558.26 Total Credits (A + B + C) (2) 0.00 Total Interest/Penalty (D + E) (3) 1.47 If Line 2 is greater than Line 1 + Line 3, enter the difference. This is theOVERPAYMENT. (4) _ Check box on Page I Line 20 to request a refund If Line 1 + Line 3 is greater than Line 2, enter the difference. This is theTAX DUE. (5) 5 5 9.7 3 A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is theBALANCE DUE (5B) 5 5 9.7 3 Make Check Payable to: REGISTER OP WILLS, AGENT III II 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 income; ................................ c. retain a reversionary interest; or ........................................................ d. receive the promise for life of either payments, benefits or care? ........................................................... 2. If death occurred after December 12, 1982, did decedent 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.? ....... [] [] 4. Did decadent 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 penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and COmplete. DeCiaration 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 Marilyn K. Duck SIGNATURE-~'I~LL'~SON ~SISO~'-SIBLE~FO'IYF-I~FN~ RETURN ' ADDRESS SIGNAT01~E OFi~5~I~ER OTHER THA~'REPRE~ENTA~iE ADDRESS Edm DATE 154 South Enola Drive Enola,, PA 17025 ,~ ~/,;L J~ DATE DATE P.O. Box 109 Lemoyne, PA 17043-0109 .,fl 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. §9116 (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. §9116 (a) (1.1) (ii)]. The statutedoes not exgmpta transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax retum 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. §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. §9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. SCHEDULE B STOCKS&BONDS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF WRIGHTSTONE, DARTHEY JANE FILE NUMBER 21 - 03 - 00447 All property Jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION 108 Shares MetLife Policyholder Trust Interests CUSIP No. 59156R10 Value as of Date of Death using EstateVal attached,to this Return TOTAL (Also enter on line 2, Recapitulation) UNIT VALUE 34.72 VALUE At DATE OF DEATH 3,749.76 3,749.76 COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDUI FH ~EXPENSES& ~TNE COSTS ESTATE OF WRIGHTSTONE, DARTHEY JANE Debte of decedent must be reported on Schedule I. ITEM NUMBER Bo FUNERAL EXPENSES: DESCRIPTION ADMINISTRATIVE COSTS: Personal Representative's Commissions Social Security Number(s) / EIN Number of Personal Representative(s): Street Address City State Zip Year(s) Commission paid Attorney's Fees Family Exemption: (If decedenrs address is not the same as claimant's, attach explanation) Claimant Street Address C~ty Relationship of Claimant to Decedent Probate Fees State ~ Zip Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Cumberland County Register of Wills Filing Fee for Supplemental Return and Inventory Cumberland County Register of Wills Office - Fee for Additional Short Certificate TOTAL (Also enter on line 9, Recapitulation) I FILE NUMBER 2 ! - 03 - 00447 AMOUNT 25.00 3.00 28.00 LISTING OF EXHIBITS FOR ESTATE OF DARTHEY J. WRIGHTSTONE EXHIBIT EstateVal Valuation of Metlife, Inc. as of Date of Death Schedule B. EXHIBIT A Date of Death: 02/08/2004 Valuation Date: 02/08/2004 Processing Date: 03/04/2004 Shares Security or Par Description Estate Valuation 1) 108 METLIFE INC (59156R108) COM NYSE 02/06/2004 02/09/2004 High/Ask Low/Bid 35.00000 34.28000 H/L 34.97000 34.63000 H/L Estate of: Darthey Wrightstone Account: 0217-1 Report Type: Date of Death Number of Securities: 1 File ID: WRIGHTSTONE Mean and/or Div and Iht Security Adjustments Accruals Value 34.720000 3,749.76 Total Value: Total Accrual: Total: $3,749.76 $0.00 $3,749.76 Page 1 This report was produced with EstateVal, a product of Estate Valuations & Pricing Systems, Inc. If you have questions, please contact EVP Systems at (818) 313-6300 or www.evpsys.com. (Revision 7.0.1) EXHIBIT B COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD REV-1162 EX(11-96) 003693 MYERS EDMUND G 301 MARKET STREET P O BOX 109 LEMOYNE, PA 17043 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $559.73 ........ fold ESTATE INFORMATION: SSN: 204-03-4083 FILE NUMBER: 2103-0447 'ii:E[ :EDENT NAME: WRIGHTSTONE DARTH EYJ IDA TE OF PAYMENT: 03/17/2004 POSTMARK DATE: 03/1212004 COUNTY: CUMBERLAND DATE OF DEATH: 05/17/2003 I~:EMARKS: CHECK# 1011 SEAL TOTAL AMOUNT PAID: $559.73 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS Register of Wills of Cumberland County, Pennsylvania INVENTORY Estate of WRIGHTSTONE, DARTHEY JANE also known as , Deceased No. 21 - 03- 00447 Date of Death 5/17/2003 Social Security No. 204-03-4083 Marilyn K. Duck 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 unswom falsification to authorities. Personal Representative Attorney: Edmund G. Myers Signature: Marilyn K. Duck I.D. No.: 20558 Signature: Signature: 1~~ ~'~)~x~x ~~,~,~ Address: P.O. Box 109 ^ddress: 154 South Enola Drive Lemoyne, PA 17043-0109 Enola,, PA 17025 Telephone: 717/761-4540 Personal Property Telephone: 717-732-9264 Dated: ,_3 -/.~. - ~t9/-/ 108 Shares MetLife Policyholder Trust Interests CUSIP No. 59156R10 Value as of Date of Death using EstateVal attached to this Return Total Personal P~operty 3,749.76 $3,749.76 (Attach additional sheets if necessary) Total Personal Property and Real Estate $3,749.76 BUREAU OF ZNDZVZDUAL TAXES TNHERZTANCE TAX D'rVTSTON DEPT. P'8060]. HARRTSDURG, PA 17118-0601 CONHON#EALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEMENT, ALLO#ANCE OR DZSALLOWANCE OF DEDUCTZONS AND ASSESSMENT OF TAX EDHUND G HYERS JOHNSON ETAL PO BOX 109 LEHOYNE PA 170~$ DATE 11-17-2003 ESTATE OF HRTGHTSTONE DATE OF DEATH 05-17-2003 FZLE NUHBER 21 03-0~7 COUNTY CUHBERLAND ACN 101 I Amount Remitted REV-15~i7 EX AFP (01-D$) DARTHEY J HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGZSTER OF NTLLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THZS LZNE I~ RETAZN LONER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (:01-03) NOTZCE OF ]:NHERZTANCE TAX APPRAZSEHENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF NRTGHTSTONE DARTHEY d FZLE NO. 21 03-0~7 ACN 101 DATE 11-17-2003 TAX RETURN WAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORZGINAL RETURN 1. Reel Estate (Schedule A) (1} 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Stock/Partnership Znterest (Schedule C) ($) fi. Hortgagas/Notes Receivable (Schedule D) (q) $. Cash/Bank Daposits/Hisc. Personal Property (Schedule E) (S) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule O) (7) 8. Total Assets APPROVED DEDUCTZONS AND EXEMPTZONS: 9. Funeral Expenses/Ada. Costs/Misc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule l) (10) 11. Total Deductions 12. Nat Value of Tax Return 999.:57 128~905.99 .00 .00 NOTE: To insure proper credit to your accoun*, .00 subeit the upper portion .00 of this form wi~h your tax payment. .00 (8) $,66~.~0 15. NOTE: 129,905.:56 ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. (is) .00 x O0 = .00 (16) .00 x 0~5= .00 (17) . O0 x 12 = . O0 (18) 120,6~0.~5 x 15 = 18,096.07 (19)= 18,096.07 ANOUNT PAZD 15,000.00 2,:506.60 TOTAL TAX CREDZT 18,096.07 BALANCE OF TAX DUEI .00 ZNTEREST AND PEN. I .00 TOTAL DUE ] · O0 1F TOTAL DUE ZS LESS THAN $1, WO PAYHENT ZS REI;)UZRED. ZF TOTAL DUE 1S REFLECTED AS A "CREDTT" (CR), YOU NAY BE DUE REFUND. SEE REVERSE STDE OF THIS FORH FOR ZNSTRUCTIONS.) ASSESSNENT OF TAX: 15. Amount of Line lq at Spousal rata 16. Amount of Line lq taxable at Lineal/Class A rata 17. Amoun~ of Line lq at Sibling rate 18. Amount of Line lq taxable at Collateral/Class B rata 19. Prin¢i)el Tax Due TAX CREDITS: PAYMENT RECEIPT DZSCOUNT (+J DATE NUHBER ZNTEREST/PEN PAZD (-) 08-06-200:5 CD002879 789.~7 10-01-200:5 CD005077 .00 Charitable/Governmental Bequests; Non-elected 9115 Trus*s (Schedule J) (1-~) . O0 Nat Value of Estate Sub~ec~ to Tax (lq) 1Z0,6~0.~5 Tf an assessment was issued pPeviously, l~nes 1~, 15 and/oP 16, 17, 18 and 19 wall Peflect fAguPes that include the total of ALL PetuPns assessed to date. 5,600.51 (11) 9.26~.91 (12) 120,6~0.q5 RESERVATION: Estates of decedents dying on ar before December 1Z, 198Z -- if any future interest in the estate is transferred in possession ar enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for 1ifa or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class 8 (collateral) rate on any such futura interest. PURPOSE OF NOTICE: PAYMENT: REFUND (CR): OBJECTIONS: ADHIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Z140 af the Inheritance and Estate Tax Act, Act 23 af 2000. (7Z P.S. Section 9140). Detach the top portion of this Notice and submit aith your payment to the Register of gills printed on the reverse side. --Make check or money order payable to: REGISTER OF MILLS, AGENT A refund of a tax credit, ahich was not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of Hills, any of the Z$ Revenue District Offices, or by calling the special Z4-hour answering service for fores ordering: 1-800-36Z-lOS0; services for taxpayers with special hearing and / ar speaking needs: 1-800-447-30Z0 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) es sheen on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZelOZ1, Harrisburg, PA 171lB-lOll, 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 bm addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601 Phone (717) 787-6505. Sea page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. Zf any tax due is paid within three (3) calendar months after the decedant's death, a five percent (SX) discount of the tax paid is allowed. Tho 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 end 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 is charged beginning with first day of delinquency, or nine (9) months and one (l) day frae 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 par annum calculated at a dally rate of .000164. Al1 taxes ehich became delinquent on and after January 1, 198Z will bear interest at a rate which will vary free calendar year to calendar year aJth that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO3 ara: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rata Factor Year Rate Factor 1982 ZOZ .000548 1987 9Z .000247 1999 72 .O0019Z 1983 162 .000~38 1988-1991 llZ .000301 ZOO0 82 .ODOZ19 1984 III .000301 199Z 9Z .O00Z~7 ZOOl 9Z .000Z47 1985 13Z .000356 1993-1994 7Z .O00Igz ZOOZ 6Z .OOOl6~ 1986 IOZ .O0027~ 1995-1998 9Z .000Z47 ZOO3 5Z .000137 --Interest is calculated as folloes: INTEREST = BALANCE OF TAX UNPAID X NUMBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond tho date of tho assessment. If payment is made after the interest computation date shown on tho Notice, additional interest must be calculatad. BUREAU OF TNDZVZDUAL TAXES TNHERTTANCE TAX DTVI'STON DEPT. Z80601 HARRZSBURG, PA 17118-0601 EDHUND G HYERS JOHNSON ETAL PO BOX 109 LEHOYNE COHHONNEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE NOTZCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLO#ANCE OF DEDUCTZONS AND ASSESSNENT OF TAX '04 ~Pt~ 26 PA 17045f,,t,l~:,,.. DATE 04-26-2004 ESTATE OF NRZGHTSTONE DATE OF DEATH 05-17-200;5 FZLE NUHBER 21 05-0447 ~i:~QUNTY CUHBERLAND ACH 101 Aeoun~ Reei~ed RE¥-15,:i? EX AFP C01-05) DARTHEY J HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REG]:STER OF NZLLS CUHBERLAND CO COURT HOUSE CARLTSLE, PA 1701;5 CUT ALONG THZS LZNE ~ RETA/N LONER PORTZON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTTCE OF ZNHERZTANCE TAX APPRAZSEHENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF NRTGHTSTONE DARTHEY J F]:LE NO. 21 0;5-0447 ACN 101 DATE 04-26-2004 TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: 1 3 5 6 SUPPLEHENTAL RETURN NO. 01 .00 Real Estate (Schedule A) (1) Stocks and Bonds (Schedule B) (2) CZosely Held Stock/PertnershAp Zn~erest (Schedule C) ($) Nortgeges/Notes ReceAveble (Schedule D) Cash/Bank DeposAts/NAsc. Personal Property (Schedule E) ($) Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) {7) 8. Tote1 Assets APPROVED DEDUCTTONS AND EXEHPTTONS: 9. Funeral Expenses/Adc. Costs/NAsc. Expenses (Schedule H) (9} 10. Debts/Hortgage LAabilAtAes/Liens (Schedule Z) (10) 11. Total Deduct ions 12. Not Value of Tax Return 1-~. 14. CharA*able/Governeental Bequests; Non-elected 9115 Trusts (Schedule J) Not Value of Estate Subject *o Tax $~749.76 .00 .00 .00 .00 .0O (8) 28.00 .O0 NOTE: To insure proper credit to your account, submit tho upper por*ion of this form w/th your tax payment. NOTE: ;5,749.76 (11) 28.0Q (12) 5,721.76 (15} .00 (lq) 124,;562.21 Z~ an assessment was issued previously, 11nes 1~, 15 and/or 16, 17, 18 and reflect f/gures that include the totaZ of ALL returns assessed to date. ASSESSHENT OF TAX: 15. Amount of L/no 14 et Spouse1 rate (15) 16. Aeount of L/no 14 taxable at L/heal/Class A rote (16) 17. Aeount of LAne lq et S/bl/n9 rote (17) 18. Amount of LAne 14 *axable et Collateral/Class B rate (18) 19. PrAncipal Tax Duo TAX CREDZTS: PAYH~NT RECE/PT DATE NUNBER 08-06-200;5 CD002879 10-01-2005 CD005077 0;5-12-Z004 CD005695 19 Will · O0 x O0 = . O0 · 00 x 045= .00 · O0 x 12 = . O0 124,;562.21 x 15 = 18,654.;5;5 (1~)= 18,654.33 AHOUNT PAZD 1F PAID AFTER DATE IND/CATED, SEE REVERSE FOR CALCULATION OF ADDZTZONAL ZNTEREST. DZSCOUNT (+) ZNTEREST/PEN PAZD (-) 789.47 .00 1 15,000.00 Z,~06.60 559.7;5 TOTAL TAX CREDZT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE 18,654.$$000000 I ( ZF TOTAL DUE ZS LESS THAN $1~ NO PAYNENT ZS RE~UZRED. 1F TOTAL DUE 1S REFLECTED AS A "CREDZT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF THZS FORN FOR ZNSTRUCTZONS.) RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADHZN- ISTRATZVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on ar before December 11, 1981 -- if any futurm interest in the msteta is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for 11fa or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 13 of ZOO0. (71 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to thm Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILLSj AGENT A refund of a tax credit, mhich ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of Hills, any of the Z3 Revenue District Offices, or by calling the special Z4-hour answering service for forms ordering: 1-800-361-Z050; services for taxpayers mith speciaZ hearing and ! or speaking needs: 1-800-447-3010 (TT only). Any party in interest not satisfied aith the appraisement, alloeance, or disallowance of deductions, or assessment of tax (including discount ar interest) as shown on this Notice must object mithin sixty (60) days of receipt of this Notice by: --written pretest to the PA Department of Revenue, Board of Appeals, Dept. 181011, Harrisburg, PA 17118-1021, 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 Reviee Unit, Dept. Z80601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 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 aithin three (3) calendar months after the dacedent's death, a five percent (51) discount of the tax paid is allo~ad. The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 15, 1996, the first day after the end 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 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, 1981 bear interest at the rate of six (61) percent per annum calculated at a daily rate of .000164. All taxes ahich became delinquent on and after January 1, 1982 will bear interest at a rate which ail1 vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are: Interest Daily Interest Daily Interest Daily Ymar Rate Factor Year Rate Factor Year Rate Factor ~ ZOZ .000548 ~lyro- 1991 111 .000301 ~ 9Z .000247 1983 161 .000438 1991 91 .000247 2002 61 .000164 1984 llZ .000301 1993-199¢ 77. .000191 2003 5Z , O00137 1985 131 .000356 1995-1998 91 .000247 2004 41 .000110 1986 107. .000274 1999 7Z .000191 1987 IOZ .000174 2000 7Z .000191 --Interest is calculated as folloes: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DELINQUENT X DAILY INTEREST 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 payeent is made after the interest coeputation date shown on the Notice, additional interest oust be calculated. JERRY R. DUFFLE RICHARD W STEWART C. ROY WEIDNER, JR. EDMUND G. MYERS DAVID W. DELUCE RALPH H. WRIGHT, JR. MARK C. DUFFIE MICHAEL d. CASSIDY MELISSA PEEL GREEVY ROBERTM. WALKER WADE D. MANLEY LAW OFFICES JOHNSON, DUFFIE, STEWART & WEIDNER A Professional Corporation 301 MARKET STREET P.O. BOX 109 LEMOYNE, PENNSYLVANIA 17043-0109 WEBSITE: www. idsw.com HORACE A. JOHNSON COUNSEL TO THE FIRM TELEPHONE 717-761-4540 FACSIMILE 717-761-3015 E-MAIL: mail~jdsw.com WRITER'S EXT. NO. 114 E'MAIL dlw@jdsw.com May 14, 2004 Register of Wills Office Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 Dear Register: Estate of Darthey J. Wrightstone File No. 2003-00447 Our File No. 0217-1 Enclosed please find a Status Report for the above referenced Estate. Should you have any questions, or require any additional information, please feel free to contact the undersigned. Very truly yours, JOHNSON, DUFFIE, STEWART & WEIDNER Dana L. Wieseman Legal Assistant :228992 Marilyn K. Duck, Executrix STATUS REPORT UNDER RULE 6.12 Name of Decedent: Date of Death: Will No. DARTHEY J. WRIGHTSTONE May 17, 2003 21-2003-00447 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rule, 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: Co parties of interest? Did the personal representative state an account informally to the Yes X No d. Copies of receipts, releases, j oinders 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: May 14, 2004 EDMUND G. MYEI~S JOHNSON, DUFFLE, STEWART & WEIDNER 301 Market Street P.O. Box 109 Lemoyne, PA 17043 (717) 761-4540 Capacity: ~Personal Representative (x) Counsel for Personal Representative