HomeMy WebLinkAbout03-0562PETITION FOR PROBATE and GRANT OF LETTERS
Estate of ELVA G. SCHUYLER No.
also known as To:
Deceased.
Social Security No. 179-12-47'28
The petition of the undersigned respectfully represents that:
Your petitioner(s), who is/are 18 years of age or older an the execut
in the last will of the above decedent, dated October 10, 1997
and codicil(s) dated ....
Register of Wills for the
County of CIJMBERLb2qD
Commonwealth of Pennsylvania
in the
or
named
., 19.~
h
(state relevant circumstances, e.g. renunciation, death of executor, etc.)
Decendent was domiciled at death in CUMBERLAND CounX¥. P, enn~ylv{mia, with
er last family or principal residence at 438 5outh xork st., M~cnana. csourg,
mechanicsburg Borough, PA
(list street, number and muncipality)
Decend~nh thegn _~8_8__,,__ years_of aj~e, died June 18, :~ 2003
at no±y ~pzrlt ~ospital, C-amp Hill, PA '
Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted
after execution of the will offered for probate; was not the victim of a killing and was never adjudicated
incompetent: .....
Decendent at death owned property with estimated values as follows:
(If domiciled in Pa.) All personal property $ 620,000
(If not domiciled in Pa.) Personal property in Pennsylvania $
(If not domiciled in Pa.) Personal property in County $
Value of real estate in Pennsylvania $. 80,000
situated as follows: _. 438 South York ,qt.: M~ehan~e.qhurg: PA
WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s)
presented herewith and the grant of letters res tamentary
theron. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.)
Mg2qUFACTURERS AND TRADERS TRUST CO.
.~SUCCESS~ BY MERG~ WITH ALLFIRST B/LNK)
TRUST 0F~ICER
OATH OF' PERSONAL REPRESENTATIVE
COMMONWEALTH OF PENNSYLVANIA 3
COUNTY OF CUMBERLAND y SS
The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition arc
true and correct to the best' of tile knowledge and belief o_f petitioner(s) and that as personal represen-
tative(s) of the above decedent petitioner(s) will well a~t[uly admini~"~he estate according to law.
Sworn to or affir,m/~d and subscribed .--)~"~/.,~jC/f~ ~
beforg~p.e this // ~ day .of. [ ~ ~ ~'
ELVA G. SCHUYLER
, Deceased
Estate Of
DECREE OF PROBATE AND GRANT OF LETTERS
AND NOW
the reverse side hereof, satisfactory proof having been presented before me,
October 10, 1997
IT IS DECREED that the instrument(s) dated.
described therein be ~,dmitted to probate and filed of record as the last will of
ELVA G. SCItlJYLER
consideration c ,-:e ue,..,lort on
and Letters
I~MqUFACTIJRERS AND TRADERS TRljST CO.
are hereby granted to
FEES
Probate, Letters, Etc .......... $ z/~F-¥FPc°
Shorr~.C_e~i~cates( )-.- ....... $~
.lq. ellUllClatlO n ................
Filed .......
ATTORNEY (Sup. Ct. I.D. No.)
54 EAST MAIN ST., MECHANICSBURG, PA
ADDRESS
717--697"~650
PHONE
I, BARBARA KENT, Ac~ing Superintendent of Banks of the State =f New Yark, DO
HEREBY APPROVE, pursuant t= the provisions of Section 601-b of the New York Banking
Law, an Agreement and Plan of Merger dated as of April 2, 20(~3, i=rovicling for the.merger
of ALI. FIRST TRUST COMPANY OF PENNSYLVANIA, NATIONAL ASSOCIATION,
Harrisburg, Pennsylvania. with and i~o MANUFACTURERS AND. TRADERS TRUST
COMPANY, Buffalo, New York, under the name MANUFACTURERS AND TRADERS
TRUST COMPANY, said merger to become effective upon the filing of the Agreement and
Plan of Merger in the office of the Superintendent of Banks..
Barbara Kent
Acting Superintendent of Banles
his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as
Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing.
WARNING: It is illegal to duplicate this copy by photostat or photograph.
Fee for this certificate. $2.00
9267061
No.
[)ate
COMMONWEALTH OF PENNSYLVANIA o DEPARTMENT OF HEALTH · VITAL RECORDS
CERTIFICATE OF DEATH
Elva G.
88 .....
~ Cumberland
,11.. clerk
~C E~D~N'~'S M~A/LING -A -OO~E $-$ {$1' e~' C ~Y/T°wn' Slam' Zi¢ C<::~e} 10ECEDENT'$ Pa.
~3~ 5. York St. ACTUAL
Mechanicsburg, Pa. 17055<~ ...... ~"'
'"' I~""'~'' ,~ co. ~ Cumberland
Schuyler zfemale.. ~.~1~9 -- 12 -- 4728
)'tolJro .t'* Minule~ ,Mor.n Day ~eal~ irate ~ vcte,g~ C~nu~) HOS~ ..... OTHER' -
~ : 8-31-19 Harrisburg,q~.. I~' ~ ".~.~
,~. East Pennsboro..~/~ ~/~.~ ~o~. ~/ ],~.--.,-.~.
~O~ 8y~MSSII~UST.y /~ECE~"' EVERIN I OECEDENT'S EDUCATION ' [10. white
11,,. ~vy opzppartsb,. J,,. '~'~) 12~ ~'~=~*' 1,.widowed
,, Harry Bott MO?HER'$NAME,F.,~M,d(~e. Ma~eoS~.... )
N~I~T'SNAME(Typ~Pr~nl) 19. Go id ie Bookman
2~. Elva G. Schuyler 'NFORMANT'$MAI{J~A~R£SS(~,.I.C,ly/R)wn, SimMZipCo(~e)
~r~.oDc~D,s.os, T, ,~. 438 S. York St. HechanicsburK, Pa. 17050
~'--U a~rlS~[~ / ~1 - - - ] ZZbO Herr Street
R A CONSEQUENC
Suicide
TIME OF INJURY 'N JURY AT WORK? DESCRIBE HOW INJURY OCCURRED.
5~
boo
£L:~?,~ LL -~? ~(~.
LAST WILL AND TESTAMENT
BE IT REMEMBERED THAT
I, ELVA G. SCHUYLER, a resident of
Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TESTAMENT, hereby revoking any and all Wills and Codicils
previously made by me.
I
I declare that I am not married, my beloved husband, LESTER W.
SCHUYLER, having predeceased me.
II
I direct that all my just debts and funeral expenses shall be
paid from my residuary estate as soon as practicable after my
decease.
III
I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed,
shall be paid from my residuary estate as a part of the expense of
the administration of my estate.
IV
I give and bequeath the sum of Two Thousand ($2,000.00)
Dollars to each of the following named persons who survives me:
My sister-in-law, EDNA BOTT;
My niece, DIANE HAIGHT;
My nephew, DONALD BOTT;
My friend, WINIFRED SHAFFER;
My friends, GEORGE KAUFMAN and ELAINE KAUFMAN
or the survivor thereof.
V
All the rest, residue and remainder of my estate, whether real
or personal, wherever situate, including any property over which I
may have a power of appointment, I give, devise and bequeath as
follows:
20% in trust to the SECOND UNITED CHURCH OF
CHRIST, Green & Verbeke Streets, Harrisburg,
Pennsylvania or to the church where I am a
member at my death;
10% to the ALZHEIMER'S DISEASE AND RELATED
DISORDERS ASSOCIATION, INC., of Chicago,
Illinois;
10% to the ARTHRITIS FOUNDATION, Camp
Pennsylvania;
Hill,
10% to MEA~S ON WHEELS, Mechanicsburg, PA;
10% to the CITIZENS FIRE COMPANY OF MECHANICSBURG;
10% to the MECHANICSBURGAMBULANCE ASSOCIATION;
30% to be divided equally among those who
survive me from EDNA, DIANE, DONALD, WINIFRED,
GEORGE and ELAINE.
VI
I appoint Dauphin Deposit Bank and Trust Company as trustee of
the funds that I have given to the Second United Church of Christ,
Green & Verbeke Streets, Harrisburg, or to the church where I am a
member at my death. These funds are to be maintained by the bank
for the benefit of the church and paid out in five (5) annual
installments. Each installment shall consist of one-fifth of the
original principal amount plus any interest that has accrued since
the last payment. A determination by the trustee as to the payment
dates and amount of payments shall be controlling.
VII
I nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND
TRUST COMPANy, as Executor of this LAST WILL, to serve without
bond.
IN WITNESS WHEREOF, I, ELVA G. SCHUYLER, have set my hand to
this LAST WILL this /~ day of ~.~..~O~ , 1997.
ELVA G. SCHUYLER
2
Signed, sealed, published and declared by the above-named ELVA
G. SCHUYLER, as and for her Last Will and Testament, in the
presence of us, who, at her request and in her presence, and in the
presence of each other, have
witnesses.
hereunto subscribed our. names J-as
ACKNOWLEDGEMENT
COM~4ONWEALTH OF PENNSYLVB_NIA :
COUNTY OF CUMBERLAND :
ss.
I, ELVA G. SCHUYLER, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my LAST WILL; that I signed it as my free and
voluntary act for the purposes therein expressed.
ELVA G. SCHUYLER ~
Sworn or affirmed to and acknowledged before me by ELVA G.
SCHUYLER, Testatrix, this IO%~k day of ~~ , 1997.
Notary Public
AFFIDAVIT
Notaria Seal
Diane M. Smith, Notary Public
Mechanicsburg Boro, Cumberland County
My Commission Expires June 22, 2000
COMMONWEALTH OF PENNSYLVANIA :
ss.
CO!INTY OF CL%M_BERLAND :
We, I))~'r.~ I ~. //L~/TL~r~,.~~ and ./~_~./~,.~:~ /)'1. i~,~,~¢ ~
' fi
the witnesses whose names are signed to the attached or foregoing
instrument being duly qualified according to law, do depose and say
that we were present and saw Testatrix sign and execute the
instrument as her LAST WILL; that ELVA G. SCHUYLER, signed
willingly and that she executed it as her free and voluntary act
for the purposes therein expressed; that each of us in the hearing
and sight of the Testatrix signed the Will as witnesses and that
to the best of our knowledge, the Testatr
~x was at the time 18/
years of age or more, of sound mind ~ [nd~r ~? c/~ '.~int ~
undue influence.
Sworn or affirmed to and acknowledged before m.e
this 76 ~ day of ~~ , 1997.
Notary Public
-MMe Notarial Seal
Diane M Smith, Notary Public
chanicsburg Boro Cumi~
My Commissi ,. _ , erland Coun
on Exp~re~ ,~
ELVA G. SCHUYLER
MURREL R. WALTERS, III
ATrORNEY AT LAW
54 EAST MAIN STREET
MECHANICSBURG, PENNSYLVANIA 17055
Register of Wills
Cumberland County Court House
One Courthouse Square
Carlisle, PA 17013
'03 jUL
CERTIFICATION OF NOTICE UNDER RULE 5.6 (a)
Name of Decedent:
Date of Death:
Will No.
To the Register:
ELVA G. SCHUYLER
JUNE 18, 2003
2003-00562
Admin. No. 21-03-0562
I certify that notice of (beneficial interest) estate administration required by Rule 5.6(a) of the
Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate
on July 15, 2003.
Name Address
Second United Church of Christ, Rev. Michael W. Beynon, 251 Verbeke St., Harrisburg, PA 17102
Alzheimer's Disease and Related Disorders Association, Inc., Kathy Busey, Planned Gifts,
255 lq. Michigan Ave., Suite 1700, Chicago, IL 60601
Arthritis Foundation, Catherine Penrod, President 17 South 19t~ St., Camp Hill, PA 17011
Meals on Wheels, Charles Gelsinger, Treas. P.O. Box 1093, Mechanicsburg, PA 17055
Citizens Fire Company of Mechanicsburg, Robert Bender, Treas.
208 South York St., Mechanicsburg, PA 17055
Mechanicsburg Ambulance Association, now known as, West Shore Advanced Life Support Services, Inc.
Larry Roberts, Vice Pres. & COO
Edna Bott, deceased, date of death, May 21, 2001
Diane Haight, niece
Donald Bott, nephew
Winifred Shaffer, friend
George Kaufxnan, friend
Elaine Kaufman, friend
205 Grandview Avenue, Camp Hill, PA 17011
731 Calkins Road, Peru, NY 12972
6508 Hununel Drive, Boise, ID 83709
4230 Williamsburg Dr.,Apt. G,Harrisburg, PA 17109
4612 South Road, Harrisburg, PA 17109
4612 South Road, Harrisburg, PA 17109
Office of the Attorney General
Commonwealth of Pennsylvania
Charitable Trusts and Organizations Section
Strawberry Square, 14~ Floor
Harrisburg, PA 17120
Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: N/A
Date: July 15, 2003
Name: Maria A. Tompkins, Trust Officer
Address Manufacturers and Traders Trust Company
One West High Street
Carlisle, PA 17013
Telephone (717) 240-4560
Capacity: Personal Representative
cc:
Attorney for the Estate
Murrel R. Walters, III, Esq.
54 East Main Street
Mechanicsburg, PA 17055
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 002997
M & T INVESTMENT GROUP
ONE WEST HIGH STREET
CARLISLE, PA 17012
........ fold
ESTATE INFORMATION: SSN: 179-12-4728
FILE NUMBER: 2103-0562
DECEDENT NAME: SCHUYLER ELVA G
DATE OF PAYMENT: 09/10/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/18/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $26,000.00
REMARKS:
TOTAL AMOUNT PAID:
M & T INVESTMENT GROUP
$26,000.00
SEAL
CHECK# 757950
INITIALS- AC
RECEIVED BY:
DONNA M. OTTO
DEPUTY REGISTER OF WILLS
REGISTER OF WILLS
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(1 t-96)
CD 0O3613
M&T BANK SUCC. BY MERGER
ONE WEST HIGH ST
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 179-12-4728
FILE NUMBER: 2103-0562
DECEDENT NAME: SCHUYLER ELVA G
DATE OF PAYMENT: 02/27/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUM BERLAN D
DATE OF DEATH: 06/1 8/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $10,545.83
REMARKS:
TOTAL AMOUNT PAID'
$10,545.83
~' .... SEAL
CHECK//758548
INITIALS: JA
RECEIVED BY:
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
COMMONWEALTH OF -
PENNSYLVANIA
DEPARTMENT OF REVENUE
DEPT. 280601 ' '
HARRISBURG, PA 17128-0601
SCHUYLER, ELVA G.
DATE OF DEATH (.MM D~YEAR)
iii
INHERITANCE TAX RETURN I'-~"~-~-"~ *~
..... / 2 1 0 3
RESIDENT DECEDENT Jc~.~- --~--.
DECEDEN'FS NAME (LAST, FIRST, AND M DD'LE NmAL) ' SOC~ sEcuRrrY NUMBER
IDATE OF BIRTH (MM-DD-YEAR)
0 6-18-'2'003 08-31~-1914
(IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST,.FIRST, AND MIDDLE INmN-)
NA ""
~--~ 1. Original Return
r--] 4. Limitad Estate
[~6. Decedent Died Testate (A~a~ ~oy of Wa~)
r~9. Litigation Proceeds Received
-- 12. --4728 .
.b-fUR. Muir BE FILED ,. ou.uc^~'wl~,
REGISTER OF WILLS
SOOI_AL SECUR TY NUMBER '
--]2. Supplemental Remm
E~4a. Future Interest Compromise (date dd,ath a~ U-U.~)
I--I ~'. Dec.dent Mai.tained'a U~n~ T~u~ (~,~0;'"~' '
E~10. Spousal Poverty Credit (~%t, d death ~ U-3~*g~ a~ ~-~)
NAME
MARIA A. TOMPKINS~ TRUST
FIP,~J NAME (~_.&~a~)
M&T Investment Group
OFFICER
~PHONENUMBER ~.' ....-
),-4560
-"]3. Remainder Retum (~m of dsah ~ = ~2-~3-~,)
~]5. Federal Estate Tax Return Required
i 8. Total Number of Safe. Deposit Boxes
E~] 11. FJection to lax under Sec. 91~3(A} (~aac~ s~ o)
.
COMPLETE MAILING ADDRESS
M&T BANK.
AttnA~. ~Maria A. Tomp~ins,
One West High Street
Tr.
Officer
!. R~ Estat~ (Schedu~ ^)
2. Stocks and Bonds (Schedule B)
3. Closely Hdd Corporation, Pa~ership, ot Sde-Propdetemhip
4. Mortgages & Notes Receivable (Schedule D)
5. Cash, Bank Deposits & MLscell~neous Personal Property
(Schedule E)
I I Separate Billing Requested
~. Inter-Vh~os Transfers & Misbellaneous Non-Probate Property
(Schedule G or L)
8. Total Gross Assets (total Unes 1-7)
g. Funeral F_xper~ses & Administrative Costs*(Schedule H)
10. Debts of Decedent, Mortgage I.]abilifies, & Liens (Schedule I)
1~. Total Deductions (total Unes 9 & 10)
12. Net Value of Estate (Line 8 minus Une 11)
- 0)... -103..00:0.00-'
(2) 525~796.45
(3)
(4)
(5)
(6)
,161,'2'03'82'*
38,954.03
(g)
69,560.84
7,748,31
(~)
(10)
(11)
(12)
~ OE~iCIAL USE ONLY
828,954.30
77r309.15
751,6'45.15
13.
14.
Charitable and Governmental Bequests/Sec 9113 Trusts for which an election'to tax has not been
mede (Schedu e J)
Net Value Subject to Tax (Une 12 minuS Line 13)
· SEE INS'i-RUCTIONS 0. REVERSE $i~E F°E APPLICABLE RATES
-252,761.37
Z 15. Amount of Une i4 taxable at l~e spousal tax
O'
-- rate 0rlmnsfers under Sec 9116 (a)(1.2)
~ 16. Amount of Line 14 taxable at lineal rate
~ t7. Amount of L!ne 14 taXable at sibling rate
O.
(,,3. 18. Amount of Une 14-taxable at ~ollateral rate
(13)
(14)
498~883.78
252,761.37
'x:o. ~ (i5)
x .0. (16)
X .12 (17)
x .15 (18)
37.914.21
37,914.21
Decedent's Complete Address:
ISTREET ADDRESS
South York
Street
~echanicsburg
"TAX payments and Credits:.
1. Tax Due (Page 1 Line 19)
2. ' Cmdit~paymen~
A. Slmusal Poverty Credit
B. Frier Payments .,
C. Discount ,0.5 2 6 3
Interest/PenaltY if .apPlicable
O. Interest
E. Pehalty
Iz'"
STARE PA . .
(1) 37,914.21
-, .26,0'00.00
1,368.38
....
Total Inl~restJPenalty ( D + E )(3)
If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the oVERPAYYENT..
Check box on Page t Une 20 to request a refund (4)
5. If Une 1 + Line 3 is greater'than Une 2, enter the difference. This is. the TAX DUE.
A. Enter the interest On the tax due.
B. Enter the total of Une 5 + 5~ This is the BALANCE DUE.
(5)
(58).
27,368.38
10,545~ 8'3
. lO, 545.,'S3 .
Make Check Payable to: REGISTER OF WILLS, AGENT *,"" "'
--' ' .... . -- ' I ' . I I~.., ~1' IL . .... , .
~----~'~ 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 pmpeRy transferred; ........ i ......................... ; .................................................... ~L [] []
b. retain the right to designate who shall use the property transferred or i~ income;....~: ....................... ~ .......... ~-. [] []
c. retain.a reversionary interest; or ................. ; .................... ~ ........................................................................ '"~T:'"' [] []
d. receive the promise for life of either payments, benefits or'cam? .............................................................. i'" ..... [] []
2. If death occuned alter December !2, 1982, did decedent bansfer property within one year of death
without receiving edeq~ate 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-pmbat~ property which .
contains a beneficiary designation? .................... ' .................... ; .................... i .................... ..~.~.~.~ .......... [] []
IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU'MUST COMPLETE SCHEDULE G AND ~ILE IT AS PART OF THE RETURN.
Deu~m~0~pf~u~-~-0~e~an~ep ...... ~ ...... ve.ls.u~,~o~la! ....... ~,,~w,n~,~,~,,~ ~j~, . ' ' DATE
SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN { //~ /x~J [ //L~/ ' " ' '' ~'"~- ~/
M&T Bank, Executor ~/~L~)( .~ I/~4~ -- 'e~ 'c~-'~E -
DREss" By' Maria~Ai Tom-pkin~ TrUst Of~ic
AD ' ' ....... 13 ' ~
One'WeSt High Street, Carlisle, PA.... 1 7 U · '
...... ' DATE
sIGNATURE OF PREPARER OTHER 3'HAN REPRESENTATIVE "
ADDRESS
...i '" * ' ..- ..... .. . . '-.
For dates of death'on et after July ~, '1994 and ~fo~the tax rate impoSed on the net value of transfers to or for the u~e of the'survrvtng spouse ~s 3% ..
[72 p.s. §9116 (a)(1.1) (i)].
For dates of death on or after January 1, 1995, the tax rote imposed on the net'value of lransfers to or for the use of the surviving spouse is 0% [72 P.S. §9116 (a) (1.1) {i~].
The statute' does not exemot a transfer to a surviving spouse from tax, and the Rtatutory requirements for disclosure of assets and filing a tax return are still applicable even if
the surv~vi. 'ng spouse is the pnly beneficiary.
Fo~ dates of death on or alter July 1, 2000: -
The tax rate imposed on ~ net value of transfers from a deceased child twenty-one years of age or younger at death to et for the use of a natural parent, an adopt~e parent,
or a steppamnt 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 benf~fician.'es i~ 4.5% except as noted in 72 RS. §9!16(1.2) [72 P.S. §9116(a)(1)].
The tax rote imposed on the net value of transfers to or for the use Of the deced~nt's siblings is 12%~[72 p.S. §9~16(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.
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)
OO2997
M & T INVESTMENT GROUP
ONE WEST HIGH STREET
CARLISLE, PA 17012
........ fold
ESTATE INFORMATION: SSN: 179-12-4728
FILE NUMBER: 2103-0562
DECEDENT NAME: SCHUYLER ELVA G
DATE OF PAYMENT: 09/10/2003
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/18/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 J $26,000.00
I
I
I
I
I
TOTAL AMOUNT PAID:
$26,000.00
REMARKS: M &TINVESTMENTGROUP
CHECK# 757950
.... INITIALS:. AC
SEAE .....................i.: ; ......... RECEIVED BY.: DONNA M. OTTO.
-DEPUTY REGISlER OF WILLS
TAXPAYER
· COMMOI~#EALTHOFPENNSYLVANIA
INHE~TANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ELVA G. SCHUYLER
SCHEDULE A
REAL ESTATE
FILE NUMBER 21-034)562-
All real pmpen'y owned solely or as a tenant in common must be reported at fair i~ai'~e[ value Fa r market value is defined as the price at which property would be eXchanged. ,
between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the rerevant facts. Real property which is jointlY.0wned ~ rfgfit of'
survivorship must be disclosed on Schedule F.
ITEM
NUMBER DESCRIPTION
1. 438 South York Street, Mechanicsburg, PA 17055
(Valuation is Sale Price)
:;
TOTAL (Also enter on line 1, Recapitulation)
(If more space is needed, insert additional sheets of the same size)
VALUEATDATE
OF DEATH
103,000.00
$103,000.00
01/21/~004 11:4~ FA][ 412 7~]L~$12 COPE SE'i"TLE~U:;NI'
OMB No. 2so2.-o~s 7[
A.' B. TYPE OF I,.O,.,N:
1-E]FHA
2.[~]FmHA
U.S. DEP~E~ OF HOUSING & URBAN DEVELOPME~ 3.~CONV.
UNINS.
4.~VA
5.
OCONV.
INS.
6. ~LE NUMBER; J 7. gO~ NUMBER;
S~LEMENT :~TA~ME~ 2oo~2as~sJ , ..
8. MORTGAGE INS ~E NUMBE~
C. NO~: ~is ~ i~ ~mi~ed o gi~ ~ a ~t~ent of a~al ~ffiement ~. ~oun~ paid ~ and by ~e ~e~t ag~t em ~.
D. N~E ~D ~O~SS OF BO~R~E~ E, ~E ~D ~O~SS OF SELLEK: F, N~E ~D ~D~SS OF ~ENDE~
J~hua L~k The Esm~ ~f. ~ag~ ~nk, FSB
~8 Sou~ Yo~ S~t E~ O. S~u~er 7918 Jon~ B~n~ D~, ~700
Me~ani~bu~, PA 17055 M~an, VA ~102
G. ~OPER~ LO~T[ON: H. S~EM~ A~T: 56-1~67 I. ~ME~
~8 Sou~ Yo~ S~t ~m 8~ement
M~ani~au~, PA 17055 Ja~a~ ~, 20~
~mbefland ~un~, P~ns~nia P~CE OF S~LEMENT
10 Duff-~ad, S~ ~8
J. SUM~Y OF BORROWER'5 ~C~ON ~ SUM~Y ~ SELLER'S
100. GROSS~OUNTDUEFRO~I BORRO~R: ~0. GROSs ~oU~ DUE TO SELLER:
103. Con~M ~les Ph~ 1Q3,000.00 40% Con~ ~1~ P~ 103
102. Pe~nal P~e~ ~2.
103. Se~eme~ ~ B~ower (~ne 1~0) 2,741.75 403,
108. Ci~ Ta~s ~ 406. Q~ T~s
107. ~unw Ta~ ~ ~7. ~un~ T~s
~20. GROSS AMOUNT DUE FROM BORRO~R I~,21B.17 420. GROSE A~U~ DUE ~ EE~ 1~,476,42
200. ~OUNTS PND BY OR IN BIEH~ OF BORRO~R: 500. REDU~IONS IN ~OUNT DUE TO SE~ER:
201, D~osit or ~m~t mofl~ 1,~0.00 501. ~ De~t (S~
2~ Principal ~ount of N~ Loan{s~ 63.000.00 502. Seffi~t ~a~ ~ S~ler (Line 1~0} ' 7,469.70
2~ ~n~ l~n(s) ~ken sub]e~ lo ., 503. ~n~ loan(s) Mkm sub~e~ ~
2os.
207. 507. (Dep=slt dish. as
208, 506.
209. 509,
Ad~us~e~ F~ Items U~)Dald By Sel~ A~'u~en~= ~r Im~ Unpaid By Sel~
212. S~oolTaxes ~o 512. SchooiTa~
213. 513.
214. 5~4.
215. 516.
217. 517.
~0. ~TA~ ~AID BY~OR ~ORRO~ ~,015.87 ~0. ~Ak REDUCTION ~MOUN7 DUS ~E~R 7,~6.~7
300. C~H AT SEdiMENT FRCM~O BORRO~R: 800. ~H AT S~MENT ~ROM
301. Gm~ountDueF~mBom~er~Linel20} ~ 10~.21~.~7 601. Gmss~ountDueToSelier(Line~O} { 1~47~A2
The undersigned hereby acknowle ~ge re=eipt of a =omplet~l copy of pages 1&2 of t.his s~atement & any attachments referred l= herein.
Bon'ower Seller
Joshu; Lgnk
0~/21/2004 11:43 F/~ 412 731,?$12 CORE
L SETTLEMENT CHARGES
700. TOTAL COMMISSION Based .~n Price $ (~ % B.180.00
,701. $ 6,1B0.0D .~ McWalk~ R~I~
~n Paia ~t ~e~amen~
7~, Tmnsa~n Fee to McWa~er R~ ~~ 6,180.~
800. ITEMS PAY~LE IN CONNEC~ON ~TH LOAN 125.0C
801. ~n ~en Fee % ~
802. L~n Dis~u~t % to
803. ~pm~l Fee
~. Cmdi~epo~ ~ ,
BO7. ~sump~on ~
elO.
811,
g01,;,,~Fmm 01~4 ~ 0~1/~ ~$ /day ( lOda~ ;~ %)
~03. H~ Insu~n~ Premium For 1.0 ~m ~o
~04.
~05.
1~8~. ~ESE~VEB DEPOSED ~TN LENDER
1001, H~ Insu~n~ monks $ ~ ~en~
~e Insumn~ mon~~
1004. ~un~T~ mo~ $ ~ ,----
1005. S~oolT~ monks ~ $ ~mon~
1006, monks S er ~Onffi
10~7. monks ~ $ p~ men~
~en; mon~ . er ~en~
110~. ~E CH~GES
1101. S~em~{ er Closin~e ~
110~. ~ er ~ae S~ ~
1103, ~Ue ~mlnati~n ~ Ce~ SeffiementS~a Fax-412-731-TS12
1104. ~fle Insurance Binder
1105. Dooum~t PmEamfion
110B. No~ Fees ~ Mi~ Bla~ I
~ln~ude~tem numb~'
1108. ~n mn~ ~ ~ ~m S~tSe~ ~ 8~.75
~u~s abo~ imm ~umb;.~'
1109. L~s ~vemge $ ~ ~
,1111. ~omem~ 8.1/1~0G00 ~ Co~mentS~ces ~ 1~0.~
~e ~ Cen~ga ~ae Insu~;any
~ ~ ~re ~ent Se~lc~ I
1115. W~re Fe~ ~ ~m~mentS~i~s 31.~ 15.~
1116. Tax In~ 25.00
~ to ~re SeBementSe~ces 31.00
1202. CiM~un~ Ta~S~mps: Deed
1204. ~
1~05.
~300. ~DI~ONAL S~MENT CIt~GES
1301. Su~ ~
13~2. P~t t~ac~on ~ Bow~ P~tCon~l
,1303. S~s~e Due to Bore ~ M~an~u 35.00
1304. Relm~rsement for U;;li~es ~ Manu~ ~s end Trad~ Trust ~~ 98~0,
1305.
Ce~f;ed to be e Inca c~py.
· Settlement Agent
COMMO.W LT. OFP . SYLV^.,^ / STOCKS'& BONDS
ESTATE OF
ELVA O. SC~ER FILE NU~_~_0562
All property jointly-owned with right of survivorship must be disclosed on Schedule F.
ITEM
NUMBER
2.
3.
4.
5.
6.
7.
8.
9.
20.
22..
23.
24.
25.
DESCRIPTION
$10,000 Schuykill County PA 2% due 9/01/03
Interest to Date of Death on Item #1
$5,000 Sharpsville PASD 2% due 9/01/03
Interest to Date of Death on Item #3
$15,000 Penn Hills PA 5.25% due 12/01/10
Interest to Date of Death on Item #5
$15,000 Columbia Borough PASD 3.15% due 3/01/04
Interest to Date of Death on Item #7
$10,000 Lower Macungie PA 3.10% due 5/15/04
Interest to Date of Death on Item #9
$20,000 Northern Tioga PASD 2% due 5/15/04
Interest to Date of Death on Item #11
$ I0,000 Philadelphia PA GWR Z/CPN due 5/15/04
$15,000 North Penn PASD 4.35% due 9/01/04
Interest to Date of Death on Item #14
$15,000 Southern Lehigh PA 3.55% due 9/01/04
Interest to Date of Death on Item #16
$15,000 Wilkes-Barre PA-A 2.40% due 10/15/04
Interest to Date of Death on Item #18
$15.000 Athens PASD Z/CPN due 1/15/05
$10,000 Bethlehem PA 3.10% due 11/01/06
Interest to Date of Death on Item #21
$5,000 Mount Car~hel PASD 3.65% due 10/15/07
Interest to Date of Death on Item #23
$20,000 West Middlesex PASD 4.60% due 6/15/14
TOTAL (Also enter on line 2, Recapitulation) $
(If mom .~nacP. b n~d~=d. [n.~.rt ~ddifinn~l .~h~R.t,~ nf fhR .~mR .~i7RI
VALUE AT DATE
OF DEATH
10,021.85
60.00
5,010.9.3
30.00
15,285.00
39.38
15,252.00
141.75
10,213.60
29.28
20,231.40
37.78
9,911.15
15,603.30
195.75
15,494.55
159.75
15,313.13
64.00
14,667.75
10,562.55
41.33
5,314.23
32.44
22,235.80
Cont'd
ELVA G. SCHUYLER
SCHEDULE B
STOCKS & BONDS (cont'd)
21-03-0562
26.
27.
28.
29.
30.
31.
32.
33.
34.
35.
36.
37.
38.
39.
40.
41.
42.
43.
44.
45.
46.
47.
48.
49.
50.
Interest to Date of Death on Item #25
$15,000 Lanrel PASD 3.70% due 2/15/05
Interest to Date of Death on Item #27
$10,000 Wyoming PASD 3% due 5/01/05
Interest to Date of Death on Item #29
$15,000 Indiana PASD 3.10% due 9/01/05
Interest to Date of Death on Item #31
$10,000 Ambridge PASD 3.25% due 11/01/05
Interest to Date of Death on Item #33
$15,000 West Shore PA 4.35% due 1/01/06
Interest to Date of Death on Item #35
30 milts PA Insd Muns Inc Tr Ser 188
Interest to Date of Death on Item #37
4 units PA Insd Mtms Inc Tr Ser 5
Inlerest to Date of Death on Item #39
5 units PA Insd Muns Inc Tr Ser 197
Interest to Date of Death on Iem #41
5 units PA Insd Muns Inc Tr Ser 199
Interest to Date of Death on Item #43
22 units PA Insd Muns Inc Tr Ser 201
Interest to Date of Death on Item #45
3 units PA Insd Muns Inc Tr Set 210
Interest to Date of Death on Item #47
5 units PA Insd Muns Inc Tr Set 207
Interest to Date of Death on Item #49
10.22
15,250.65
191.17
10,349.85
40.00
15,638.18
139.50
10,472.60
43.33
15,584.63
304.50
29,547.60
180.60
1,135.80
5.56
4,710.55
32.80
5,208.90
32.15
22,679.36
140.80
2,969.99
17.52
5,176.95
31.40
Cont'd
SCHEDULE B
STOCKS & BONDS (cont'd)
ELVA G. SCHUYLER
21-03-0562
51.
52.
53.
54.
55.
56.
57.
58.
59.
60.
61.
62.
63.
64.
65.
66.
67.
68.
6 milts PA Insd. Muns Inc Tr Ser 212
Interest to Date of Death on Item #51
26 units PA Insd Muns Inc Tr Ser 179
Interest to Date of Death on Item #53
5 units PA Insd Muns Inc Tr Ser 214
Interest to Date of Death on Item #55
5 units PA hasd Muns Inc Tr Ser 230
Interest to Date of Death on Item #57
20 units PA Insd Muns Inc Tr Ser 237
Interest to Date of Death on Item #59
10 units PA Insd Muns Inc Tr Ser 238
Interest to Date of Death on Item #61
20 units PA Insd Muns Inc Tr Ser 242
Interest to Date of Death on Item #63
$5,000 Allentown Bond 5.50% dalled 7-15-(}3
Interest to Date of Death on Item #65
9320.762 units Alliance Bernstein Muni Fd 11 PA
76.206 units Alliance Bemstein Muni Fd 11 PA
6,245.82
35.46
25,611.30
794.56
5,210.05
30.15
5,263.45
29.25
20,777.40
109.60
10,001.90
53.50
20,772.60
112.00
5,014.00
117.64
98,986.49
787.97
$525,796.45
SCHEDULE E
CASH, BANK DEPOSITS, & MISC.
PERSONAL PROPERTY
I
FILE NUMBER
ELVA G. SCHUYLER 21-03-0562
Include lhe proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorehip must be disclosed on 8cheduie F.
ITEM
VALUE AT DATE
NUMBER DESCRIPTION OF DEATH
2.
3.
4.
5.
6.
10.
11.
12.
14.
Cash found in house
Comcast Cable refund
PNC Bank Checking Account' #514005617
Interest to Date of Death on Item #3
Wachovia Securities Money Market Acct. #7423-1592
Met Life Investors Fixed Ammity Pblicy #2040990
Gross Proceeds payable to Estate
Gross Proceeds From Sale of Personal Property
Ke.vport Life Insurance Co. Annuity Policy ~A00421622-1
Contract Value - Payable to Estate
Real Estate Tax Reimbursement (1-21-04 to 7-1-04) School
Real Estate - Seller Compensation
Pinnaclehealth Retired
Monmnental Life Insurance Policy #W70122541
Interest to date of death on Item #12
PPL - Refund of overpa)~nent
443.19
15.37
31,013.13
2.75
12,345.14
54,122.77
4,341.75
57,232.78
402.36
250.00
5.86
1,000.00
16.44
12.28
TOTAL (Also enteron line 5, Recapitulation) $ 161,203.82
PNCBAN(
August 11, 2003
Maria A. Tompkins
One West High Street
Carlisle, PA 17013
Estate of Elva G. Schuyler, deceased
SSN: 179-12-4728
DOD: 6/18/1989
Dear Mrs. Tompkins:
In response to your request for Date of Death balances ibr the customer noted above, our
records show the following:
Checking Account
Account #5140056017
ELVA G SCHUYLER
DOD balance: $31,013.13 $2.75 accrued interest
Established 04/24/1989
Please note that this office only provides date of death balar~es for deposit accounts
(IRAs, CDs, Checking and Savings accounts). We do not process any financial
transactions or provide statements. If you need assistance with any of these items,
please call 1-$8$-PNC-BANK (1-888-762-2265) or stop by your local PNC Bank branch
office.
Sincerely,
Rachelle Wells
1-800-762-1775
P7-PFSC-04-F
$00 first Ave.
Pittsburgh PA 15219
Mo'nber FDIC
TOTAL P.01
MetLifeI vestors
September 12, 2003
ESTATE OF ELVA SCHUYLER
M&T BANK EXECUTOR
ATTN MARIA TOMPKINS
ONE WEST HIGH ST
CARLISLE PA 17013
Cop,,, To:
ELEANOR COLLINS
FUSI ENSURANCE SERVICES INC
PO BOX 6347
WYOMISSING PA 19610
RE: Fixed Annuity Policy Number 204099-0
Elva Schuyler
Dear Executors:
Our check in the amount of $54,662.31, will arrive under separate cover, representing the
proceeds payable to you under the above captioned annuity. This figure includes your portion of the
Account Value at death of $67,653.47, plus your portion of interest from the date of death totaling
$539.54. The reportable portion of your proceeds is $14,662.31.
Please be advised, a tax form 1099-R will be maile~l to you by January 31, 2004.
If you have any questions concerning the above please call a Fixed Annuity Policy Service
Representative at (800) 255-9448. Our staff will gladly assist you between the hours of 7:30 a.m.
and 5:30 p.m., Central Time, Monday through Thursday, and from 7:30 a.m. until 5:00 p.m., Fr/day.
Sincerely,
/
Marshane Piefig
Fixed Annuity Pohcy Service Department
MetLife Investors Insurance Company · MetLife Investors Insurance Company of California
Please Send All Correspondence To: For Express Mall Only:
Ph: 800 255 9448
P.O. Box 295 Des lv'~oir, es, IA 50301-0295 4700 V,/estown Parkway, Suite 200 West Des/'v~oJnes, IA 50266-6718
September 24, 2003
KEYPORT LIFE INSURANCE COMPANY
C.ECK "0. 81028752
Estate Of Elva G Schuyler
M&T Bank Executor
Attn Maria Tompkins
One West High St
Carlisle, PA 17013
RE: Policy Number: KA00421622-1 Claim Number: 72S-{06289
Deceased: Elva G Schuyler
Dear Estate Of Elva G Schuyler:
Enclosed is a check in the amount of $55,109.50, which represents
the claim settlement of this c6ntract. The foliowing information
is for your records:
ContraCt Value:
Federal Tax Withheld: $57,232.78
$2,123.28
You will receive an I.R.S. form #1099 from us in February of next
year. This form will show any taxable portion of this distribution,
along with the tax withheld, as shown above.
If you should have any questions' concerning this matter please feel
free to contact our offices at 800-367-3653.
.Sincerely,
Claims Aclministration Department
..-"'~O28752,' ~:O&~52?q~: O? 508
000110
' ,,'t'l 7 o. mment l
'~!,,L'r~st-Chase St.
Baltimore, MD. 21202
tl SCHUYLER, ELVA G W?0122541
~ HARRIET GAITHER 1-800-638-~080
C/O M & T INVESTMENT GROUP, TRUSTEE LCL0406908 01/05/2004 1400599490
ONE WEST HIGH ST~ET
07 5~P
~-15-I 9~6 . O0
INTEREST-DELAY CLM 3.00% 16.44
NATURAL DEATH 1,000.00
$1,016.44
FOLD AND TEAR HERE
Form Ne. lOOO
"'&hOOS~iqz, SO"' ~:02&50~iS?q~: &O~'"
COMMONWEALTI. I OF PENNSYLVANIA
INHERITANCE TAX I~RN
ESTATE OF
ELVA G. SCHUYLER
RLENUMBER
SCHEDULE G
INTER-VIVOS TRANSFERS
21-03-0562
This schedule must be completed and filed if the at~swer to any of que~ns 1 ~mugh 4 on l~e reveme side ofl~e REV-1500 COVER SHEET
DESCRIPTION OF PROP~t~ Pt'
fi'EM ~:cu~ ~ n,a~ or ~ ~uaat~n~. men na~onsn~*o~cs~n~nno ~ a~or nunsre[ ,% OF
NUMBER' Arr~c~ ^ cc~ o~ ~ ~e~ ~ ,sn. m^~. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE
VALUE OF ASSET IN
1. Met Life investors - Po]. #204099-0 13,530.70 ]00% 13,530.70
2. Met Life Investors - Poi. #204055-2 19,239.97 100% 19,239.97
3. Met Life Investors -Pol. #203943-0 6,183.36 100~ 6,183.36
TOTAL (Also enter on line 7, R~n~jl~on) $ 38,954.03
rt :~L4ifinnal ehaafe t~f tha nnm~. nj?el
August 11, 2003
M & T INVESTMENT GROUP
ATTN MARIA TOMPKINS
ONE WEST HIGH ST
CARLISLE PA 17013
Policy Number:
Policy Owner(s):
Dear Ms. Tompk/ns:
2040990, 2040552, & 2039430
Elva Schuyler
Thank you for your recent request in regards to the above referenced policies.
Policy 204099-0
Value as of 6/18/03
Beneficiaries:
Policy 204055-2
Value as of 6/18/03
Beneficiaries:
Policy 203943-0
Value as of 6/18/03
Beneficiaries:
$67,653.47 6 ?~ 6 S 3. # 7
Bonnie McGuire ~-t st/ t ~.~. 99
Richard McGuire ~
Rose Graharn 4, 13, .5-30. 70
William Graham
Winifred Schaffer
Estate of Elva Schuyler
$19,239.97
Jeanne Anderson
Charles Anderson(Deceased)
Susan Pohl
$6,183.36
Richard McGu/re
Bonnie McGuire
Please note, as the above referenced policies were annuities Form 712 is not applicable.
Thank you again for the opportunity to serve your investment needs. We appreciate your business. If you
have any questions concerning the above, or your policy in general, please call a F/xed Annuity Policy
Service Representative at (800) 255-9448. Our staff will gladly assist you between the hours of 7:30 a.m. and
5:30 p.m., Central Time, Monday through Thursday, and from 7:30 a.m. until 5:00 p.m., Friday.
Sincerely, ~,
.,- /,..
Fixed Annuity Policy Service Department
MetLife Investors Insurance Company · MetLiFe investors Insurance Company of California
Please Send All Correspondence To: For Express t~all Only:
Box 295 Des Moines, IA 50301-0295 4700 Weslown Parkway, Suite 200 West Des Moines, IA 50266-6718 Ph: 800 255 9448
M e t L ife I vest0 rs
September 12, 2003
ESTATE OF ELVA SCIq-UYLER
M&T BANK EXECUTOR
ATTN MARIA TOMPKINS
ONE WEST HIGH ST
CARLISLE PA 17013
ELEANOR COLLhNS
FUSI INSURANCE SER\rlCES 1NC
PO BOX 6347
WYOMISSING PA 19610
RE: Fixed Annuity Policy NUmber 204099-0
Elva Schuyler
Dear Executors:
Our check in the mount of $54,662.31, _will arrive under separate cover, representing the
proceeds payable to you under the above captioned annuity. This figure includes your portion of the
Account Value at death of $67,653.47, plus your portion of interest from the date of death totaling
$539.54. The reportable portion of your proceeds is $14,662.31.
Please be advised, a tax form 1099-R will be maile~l to you by January 31, 2004.
If you have any questions concerning the above please call a Fixed Annuity Policy Serv/ce
Representative at (800) 255-9448. Our statt'will gladly assist you between the hours of 7:30 a.m.
and 5:30 p.m., Central Time, Monday through Thursday, and from 7:30 a.m. until 5:00 p.m., Friday.
Sincerely,
Marshane Piefig
Fixed Annuity Policy Service Department
MetLife Investors Insurance Company · MetLife Investors V~surance Company of California
Please Send All Correspondence To: For Express Mall Only:
Ph: 800 255 9448
P.O. Box 295 Des/v'~oines, IA 50301-0295 4700 V,/estown Parkway, Suite 200 West Des Moines, IA 50266-6718
REV~511EX + (1.~/) ~
COMMONWEALTH OF PENNSYLVANIA
INHERITANCE TAX RETURN
RESIDENT DECEDENT
ESTATE OF
ELVA G. SCHUYLER
SCHEDULE H
FUNERAL EXPENSES &
ADMINISTRATIVE COSTS
FILE NUMBER
21-03-0562
Debts of decedent must be reported on Schedule I.
ITEM
NUMBER DESCRIPTION AMOUNT
FUNERAL EXPENSES:
5.
6.
7.
8.
9.
10.
11.
13.
14.
15.
Neumyer Funeral Home - Balance Due
ADMINISTRATIVE COSTS:
Pemonal Representative's Commissions
Name of Personal Repf~senta~e (s) M&T Bank, Executor
Social Security Number(s) / EIN Number of Pemonal Repm-=,entalNe(s)
SlmetAddmss One West High Street
C~,., C~!~zlo Stata
Year(s) Commission Paid:
AttomeyFees Murrel R. Walters, III, Esq. ' '
Family Exemption: (If d~:edenfs address is not fie same as claimanfs, attach expma~ni
Claimant
PA ~p !79!3
Slreet AddreSs
C~ .. Slate 7~p
Relationship of Claimant to Decedent
Protme Fees Register of Wills
Legal Advertising in Cumberland Law Journal
Legal Advertising in the' Patriot News
Four (4) Additional House Keys Made
Appraisal of Three Rings
Mail Family Pictures/Memorabilia
Appraisal of ~eal Estate
Clmck Bricker, Auctioneer - Advertising Costs, Setup, Clerks and commission
On Public Auction of Personal Properly
Real Estate Comnfission
Real Estate Transfer Tax
Real Estate - Sewage,/Tmsh
Real Estate - Notary/Overmght Fee
176.30
29,352.00
29,352.00
459.00
75.00
123.55
4.24
143.10
48.31
275.00
1,020.00
6,305.00
1,030.00
24.14
25.50
TOTAL (Also enter on line 9, Recapi~!e~on) $ Cont'd
(If more space is needed, insert additional sheets of the same size)
SCHEDULE H
Funeral Expenses & Administrative Costs (cont'd)
ELVA G. SCHUYLER
21-03-0562
16.
17.
18.
19.
ADMINISTRATIVE COSTS: (cominued)
Real Estate Tax Payment (1-1-04 to 1-21-04) County
Real Estate Tax Information Fee
Carlos Leffler - HVAC System Repairs to Furnace
Miscellaneous Costs and Filing Costs
16.87
11.00
119.83
1,000.00
$ 69.560.84
COMMO"W~LT. OFp~..S~V^.~^ J DEBTS OF DECEDEN ,
INHERITANCE TAX'RETURN ~ T_ /
~AGE LIABILITIES, & LIENS
ESTATE OF
ELVA O. SCHUYLER FILE NUMBER
~ 21-03-0562
Include unreimbursed medical expenses.
ITEM
NUMBER
DESCRIPTION
AMOUNT
"1. Borough of Mechanicsburg- Sewer & Refuse 196.04
2. Home Helper Service - Lawn Maintenance 1,082.26
3. Real Estate Taxes
920.40
4. Marsh Advantage America - Liability Coverage for Real Estate 322.00
5. PPL Electric Service
199.88
6. United Water Service
75.60
7. Comcast Cable Service
39.64
8. Verizon - Telephone Service
110.24
9. Griswold Special Care- Caregiver Service 381.76
10. Carlos R. Leffier, Inc. - Heating Oil Service
> 568.28
I 1. Graham Enterprises -Electrical Repairs at House 500.00
12. Richard McGuire - Services Rendered to Prepare House & Personal
Property sold at Public Auction
1,158.70
13.
2,123.28
14.
55.23
15.
15.00
Sunlife Finm~cial Annui~ Poi. #KA00421622-1 Federal Tax Withheld
Holy Spirit Hospital - Services Rendered
CVS Pharmacy - Fee for Patient Prescription Record
TOTAL (Also enter on line 10, Recapitulation) $ 7,748.31
(If more space is needed, insert additional sheets of the same size)
COM~ONWE.~ OF
INHERITANCE TAX RETUFbN
ESTATE OF
NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY
[. TAXABLE DISTRIBUTIONS (include oultight spousal dist~bulJons)
2.
3.
4.
II.
SCHEDULE J
ELVA G. SCHUYLER 21-03-0562
RELATIONSHIP TO DECEDENT AMOUNT OR SHARE
Do Hot List Tm_--~._.e(_-'s) OF ESTATE
Edna Bott - predeceased Schuyler - Date of Death
Diane Haight, 731 Calkins Road, Peru, NY 12972
Donald Bott, 6508 Hmnmel Dr. Boise, ID 83709
Winifred Shaffer, 4230 Williamsburg Dr., Apt. G
Harrisburg, PA 17109
Goorge Katffman, 4612 South Rd., Harrisburg, PA 17109
Elaine Kaufman, 4612 South Rd., Harrisburg, PA 17109
Diane Haight, 731 Calkins Rd., Pem, NY 12972
· Donald Bott, 6508 Hummel Dr., Boise, ID 83709
Winifred Shaffer, 4230 Willimnsburg Dr., Apt. G
Harrisburg, PA 17109
George Kaufman, 4612 South Rd., Harrisburg, PA 17109
Elaine Kaufman, 4612 South Rd., Harrisburg, PA 17109
May 21, 2001
Niece
Nephew
Friend
Friend
Friend ....
Niece
Nephew
Friend
Friend
Friend
30% of Residue
Divided Equally
Per IV of Will
Spec Bequest-S2,000
Per IV of Will
Spec Bequest-S2,000
Per IV of Will
Spec Bequest-S2.000
Per IV of Will
Spec Bequest-S2.000
Per IV of Will
Spec Bequest-S2,000
(If more space is needed, insert addilJona~sheets of the same size)
2O%
10%
10%
10%
10%
10%.
70%
TOTAL OF PAR3' 11' . ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET
B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS
Second United Church of Christ - In Trust with M&T Bank. Trustee
Alzhehner's Disease and Related Disorders Association
Artlu-itis Fotmdation
Meals on Wheels
Citizens Fire Company of Mechanicsburg
Mechanicsburg Ambulance Association now known as West Shore
Advanced Life Support Services, Inc.
ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 17, AS APPROPRIATE, ON REV 1500 COVER SHE. ET
NON-TAXABLE DISTRIBUTIONS:
A. SPOUSAL DISTRIBUTIONS UNDER SECTION 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE
LAST WILL AND TESTAMENT
BE IT REMEMBERED THAT
I, ELVA G. SCHUYLER, a resident of Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TESTAMENT, hereby revoking any and all Wills and Codicils
previously made by me.
I
I declare that I am not married, my beloved husband, LESTER W.
SCHUYLER, having predeceased me.
II
I direct that all my just debts and funeral expenses shall be
paid from my residuary estate as soon as practicable after my
decease.
III
I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed,
sh~ ~e paid from my residuary estate as a part of the expense of
the administration of my estate.
IV
I give and bequeath the sum of Two Thousand ($2,000.00)
Dollars to each of the following named persons who survives me:
My sister-in-law, EDNA BOTT;
My niece, DIA2~E HAIGHT;
My nephew, DONALD BOTT;
My friend, WINIFRED SHAFFER;
My friends, GEORGE KAUFMAN and ELAINE KAUFMAN
or the survivor thereof.
V
Ail the rest, residue and remainder of my estate, whether real
or personal, wherever situate, including any prop~re]7 ~Te~ ~,m~m I
may have a power of appointment, I give, devise and bequeath as
follows:
20% in trust to the SECOND UNITED CHURCH OF
CHRIST, Green & Verbeke Streets, Harrisburg,
Pennsylvania or to the church where I am a
member at my death;
10% to the ALZHEIMER'S DISEASE AND RELATED
DISORDERS ASSOCIATION, INC., of Chicago
Illinois; ,
10% to the ARTHRITIS FOUNDATION, Camp
Pennsylvania;
Hill,
10% to MEA~S ON WHEELS, Mechanicsburg, PA;
10% to the CITIZENS FIRE COMPANY OF MECHANICSBURG;
10% to the MECHANICSBURGAMBULANCE ASSOCIATION;
30% to be divided equally among those who
survive me from EDNA, DIANE, DONALD, WINIFRED,
GEORGE and ELAINE.
VI
I appoint Dauphin Deposit Bank and Trust Company as trustee of
the funds that I have given to the Second United Church of Christ,
Green & Verbeke Streets, Harrisburg, or to the church where I am a
member at my death. These funds are to be maintained by the bank
for the benefit of the church and paid out in five (5) annual
installments. Each installment shall consist of one-fifth of the
original principal amount plus any interest that has accrued since
the last payment. A determination by the trustee as to the payment
dates and amount of payments shall be controlling.
VII
I nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND
TRUST COMPANY, as Executor of this LAST WILL, to serve without
bond.
IN WITNESS WHEREOF, I, ELVA G. SCHUYLER, have set my hand to
this LAST WILL this /t~)~ day of (~1,{~[_~~ , 1997.
E~-9-~ ~[ CHUYLER /
Signed, sealed, published and declared by the above-named ELVA
G. SCHUYLER, as and for her Last Will and Testament, in the
presence of us, who, at her request and in her presence and in the
presence of each other, have '
hereunto subscribed ouu names/as
witnesses. ~~~/,/~/~/
3
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA :
ss.
COUNTY OF CUMBERLAND :
I, ELVA G. SCHUYLER, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my LAST WILL; that I signed it as my free and
voluntary act for the purposes therein expressed.
SCHUYLER $ -
Sworn or affirmed to and acknowledged before me by ELVA G.
SCHUYLER, Testatrix, this {O~/~ day of .¥~)6.~i~. , 1997.
Notary Public
AFFIDAVIT
Notarial Seal
Diane M. Sm th, Notary Public
Mechanicsbur~ Boro, Cumberland County
My Commission Expires June 22, 2000
COMMONWEALTH OF PENNSYLVANIA :
ss.
COt./NTY OF CL-~4_BERLAND :
the witnesses whose names are signed to the attached or foregoing
instr~ent being duly qualified according to law, do depose and say
that we were present and saw Testatrix sign and execute the
instr~ent as her ~ST WILL; that ELVA G. SCHUYLER, signed
willingly and that she executed it as her free and voluntary act
for the purposes therein expressed; that each of us in the hearing
and sight of the Testatrix signed the Will as witnesses; and that
to the best of our knowledge, the Testatr~
~x was at t~e time 18/
years of age or more, of sound mi~d/dz ,n~r~..~ ~n.st~int ~
undue influence
Sworn or affirmed to and acknowledged before me
this /6 ~C day of ~._..%,-~_~p.~ , 1997.
Notary Public
Inventory of the real and personal estate of
ELVA G. SCHUYLER
deceased
¸2.
7.
8.
9.
10.
12.
438 Soulh York Street, Mechanicsburg. PA 17055
(Valuation is Sale Price)
$10J)00 Schuykill County PA 2% due 9/01/03
lnlercst Io Date o£.Dcalh on Ilem #2
5J)00 Sharpsville PASD 2% due 9/01/03
lnlcrest to Dale of Death on Item #4
$15,00t) Penn Hills PA 5.25% duc 12/01/10
Inlcrcsl to Date of Death on Item #6
$15J)00 Colnmbia Borough PASD .x ~ vo due 3/01/04
Intefcs! lo Dale of Dealh on ltem #8
$10,000 Loxvcr Macungie PA 3.10% due 5/15/04
interest to Date of Death on ltein #10
$20.O00 Northern Tioga PASD 2% due 5/15/04
Interest to Date o1' Death on Item # 12
14..$10,01}0 Philadelphia PA GWR Z/CPN due 5/15/04
151 $15.000 North Penn PASD 4.35% duc 9/01/04
'10: Interest lo Date orDealh on llem #15
i 7. $15.00{~ Southern Lehigh PA 3.55% due 9/01/04
18. lntcresl to Date of Death on Item #17
19. $15.01)(} Wilkes-Barre PA-A 2.40% dne 10/15/I)4
20. Interest to Date of Death on Item #19
21. $15J)00 Athens PASD Z/CPN due 1/15/05
2.2. $10.000 Bethlehem PA 3.10% duc 11/01/06
23. Interest tO Date of Death on Item #22
24. $5,000 M~imt Cannel PASD 3.65% due 10/l 5/07
25. Interest to Date of Death on Item #24
26. $20,000 West Middlesex PASD 4.60% due 6/15/14
103.000.00
It).021.85
60.00
5.010.93
30.00
15,285.00
39.38
15,252,00
'~141 75
101213.60
29.28
2t},231.40
37.78
9.911.15
15.61)3.3/}
195.75
15.494.55
159.75
15,313.13
:i54.00
14,667.75
10.562.55'
41.33
5,314.23
32:49,
22,235.8{)
'ont'd
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF CUMBERLAND
Maria A. Tompki.ns, Trust Officer, Manufacturers and Traders Trust Company
being duly sworn according fo law, depose~ and 's;;"fhaf th~y ~'re Exes'ut6r:~'
of fha Estate of Elva G. Schuyler
late of 438 ~outh_..Yorj~__S_t_reet; biechanicsburg , Cumberland County, Pa., deceased and that the
w;fhin is an inventory.made by M&T Bank , the said Executor
of fha entire estate of said decedent, consisf|ng of all the personal property end real estate, except real estate outside
the Commonwealth of Pennsylvania, 'and that fha figures opposlfe each item° of fha Inventory represent it's fair value
as of the date of decedent's death.
Sworn
and subscribed before me,
~ 2004
~manat.~eal
Gwendoiyn E. Killian, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Nov. 22, ;!Or
Manufacturers and Traders Trust Co.
One West High Street, Carlisle,
Address
Dale of Deafh
18 June 2003
PA 17013
Day Month Year
INSTRUCTIONS
I: An inventory must be filed within three months after appointment of personal representative.
2. A supplement inventory must be filed wlfhln thirty days of discovery of additional assets.
3. Addlflonal sheets may be attached as fo personalty or realty
4. Se6 Article IV, Fiduciaries Act of 1949.
Inventory of thc real and personal estate of
Elva G. Schuyler (cont'd)
27. Interest to Date of Death on llem #26
28. $15,000 Lanrcl PASD 3.70% due 2/15/05
29: Intcrcst to Date of Death on Item #28
30. $10.00(} Wyoming PASD 3% due 5101/05
3 I. I nlcrest lo Date of Death on Item #30
32. $15,01)1) Indiana PASD 3.10% due 9//} 1/05
33. lnteresl to Date of Death on Item #32
34. $10.t}t)0 Ambridge PASD 3.25% due 11/01/05
35. Interest lo Date of Death on Item #34
36. $15,000 West Shore PA 4.35% due 1/01/{)6
37. Interest Io Date of Death on Item #36
38. 3t) units PA lnsd Muns Inc Tr Ser 188
39. lnterest to Date of Dealh on Item #38
41). 4 units PA Iusd Mnns lnc Tr Ser 5
41' lntcresl lo Date of Death on Item #40
42. 5 nnils PA Insd Muns {nc Tr Ser 197
43. Inlerest to Date of Death on Iem #42
44. 5 units PA lnsd Muns {nc Tr Ser 199
45. Interest to Date of Death on Item #44
46. 22 uuits PA lnsd Muus lnc Tr Ser 20 l
47. lntcrest lo Date of Death on Item #46
48. 3 units PA Insd Mtms Inc Tr Ser 210
49. Interest to Date of Death on Item #48
50. 5 units PA lnsd Muns Inc Tr Ser 207
5 I. Inlercst to Date of Dcalh on Item #50
52. 6 nnits PA lnsd. Muns lnc Tr Ser 212
53. Interest to Date of Death on ltem #52
1(}.22
15,250.65
191.17
10,349.85
40.00
15,638.18
139.50
10.472.60
43.33
15,584.63
304.50
29.547.6(I
180.60
1.135.80
5.56
4,710.55
32.80
5,21)8.90
32.15
22,679.36
140.80
2,969.99
17.52
5.176.95
31.40
6,245.82
35.46
Cont'd
Inventory of the real and personal estate of
Eh,a G. Schuyler (cont'd)
54. 26 units PA Insd Mnns Inc Tr Set 179
55. luterest lo Date of Death on Item #54
56. 5 units PA Insd Muns IncTr Set 214
57. Interest to Date of Death on Item #56
58. 5 units PA Iusd Muns Inc Tr Set 230
59. luterest to Date of Death on Item #58
60. 20 units PA lnsd Muns Inc Tr Set 237
6 I. Interest to Dale of Death on Item #60
62. l0 units PA lusd Muns Inc Tr Set 238
63. Interest to Date of Dcafl~ on Item #62
64. 20 milts PA lnsd Muns lnc Tr Set 242
65. Interest to Date of Death on Item #64
66. $5,000 Allentown Bond 5.50% dalled 7-15-03
67. Interest to Date of Death on Item #66
68. t-,
9.,20.762 units Alliance Bemstcin Muni Fd ! 1 PA
69. 76.206 units Alliance Bcmstcin Mnni Fd 11 PA
71). Cash found in house
71. Comcast Cable refund
72. PNC Bank Checking Account #514005617
73. Interest to Date of Dcalh on Item #72
74. Wachovia Securities Money Market Accl. #7423-1592
75. Met Life Investors Fixed Ammit3' Policy #2040990
Gross Proceeds payable to Estate
76. Gross Proceeds From Sale of Personal Property
77. Kesport Life Insurance Co. Ammitv Policy #KA00421622-1
Contract Value - Payable to Estate
78. Real Estate Tax Reimbursement (l-21-04 to 7-1-04) School
79. Real Estate - Seller Compensation
25,611.30
794.56
5,210.05
30.15
5,263.45
29.25
20,777.41)
109.60
10.00 !. 90
53.50
20,772.60
112.00
5,014.00
! 17.64
98.986.49
787.97
443.19
15.37
31,013.13
2.75
12,345.14
54,122.77
4,341.75
57,232.78
402.36
25O.00
Conl 'd
Inventory of the real and personal estate of
Elva G. Schuyler (cont'd)
80. Pinnaclehealfl~ Refund
81. Monmnental Life lnsur,'mce Policy #W70122541
82. Intcres! to date of death on llem #81
83. PPL - Retired of overpayment
84. Met Life Invcslors- Pol. #204099-0
85. Met Life Investors - Poi. #204055-2
86. Met Life Investors - Poi. #2{)3943-0
Total Inventor)'
5.86
1,000.00
16.44
12.28
13.530.70
19,239.97
6,183.36
$828,954.30
BUREAU OF INDIVIDUAL TAXES
INHERITANCE TAX DIVISION
D;;PT. 280601
HARRISBURG,, PA 17126-0601
COHHONWEALTH OF PENNSYLVANIA
DEPARTHENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAZSEHENT, ALLONANCE OR DZSALLO#ANCE
OF DEDUCTIONS AND ASSESSHENT OF TAX
REV-1G47 EX AFP (01-05)
HARIA A TOHPKINS
H & T INVESTHENT GROUP
! W HIGH ST
CARLISLE PA 170~:.
DATE
ESTATE OF
DATE OF DEATH
FILE NUHBER
,~COUNTY
ACN
04-26-2004
SCHUYLER
06-18-Z005
21 05-0562
CUHBERLAND
101
Amount
ELVA G
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF WILLS
CUHBERLAND CO COURT HOUSE
CARLISLE, PA 17015
CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS 4
REV-1547 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DZSALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX
ESTATE OF SCHUYLER ELVA GFZLE NO. 21 05-0562 ACN 101 DATE 04-26-2004
TAX RETURN NAS: ( } ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Rem1 Estate (Schedule A) (1)
2. Stocks and Bonds (Schedule B) (2)
$. Closely Held Stock/Partnership Interest (Schedule C) ($)
4. Nortgagas/Notes Receivable (Schedule D) (4)
5. Cash/Bank Deposits~Misc. Personal Property (Schedule E) (5)
6. Jo/ntly Owned Property (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. Tote1 Assets
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Ada. Costs/N/sc. Expanses (Schedule H) (9)
10. Debts/Mortgage L/ab/1/t/es/Liens (Schedule T) (10)
11. Total Deductions
12. Nat Value of Tax Return
103/000.00
525;796.45
.00
.00
161/205.82
.00
58/954.05
(8)
NOTE: To /nsure proper
credit to your account,
subm/t the upper port/on
of this fora with your
tax payment.
828,954.50
69,560
7a748.51
(11)
77.~0q.15
751,645.15
1:5.
14.
NOTE
Charitable/Governmental Bequests; Non-elected 911:5 Trusts (Schedule J) (15)
Nat Value of Estate Sub,~ect to Tax (14)
Z~= an assessment ~as lssued previously, lines 1~, 15 and/or 16, 17,
reflect figures that include the totaZ o.F ALL returns assessed to date.
ASSESSHENT OF TAX:
15. Amount of Line 14 et Spousal rata
16. Amount of L/ne 14 taxable at Lineal/Class A rata
17. Amount of L/ne 14 at S/bling rata
18. Amount of Line 14 taxable at Collateral/Class B rata
19. Pr/ncipal Tax Due
TAX CREDITS:
PAYflENT RECEIPT DISCOUNT
DATE NUHBER /NTEREST/PEN PAID (-)
09-10-2005 CD002997 1,368.42
02-27-Z004 CD00~615 .00
(15) .00 X 00 =
(16) .00 X 045=
(17) . O0 x 12 =
(18) 259,761.57 x 15 =
(19)=
ANOUNT PAID
26,000.00
10,545.85
TOTAL TAX CREDIT ]
BALANCE OF TAX DUEI
INTEREST AND PEN.I
TOTAL DUE J
INTEREST IS CHARGED THROUGH 05-11-2004
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORH
491,885.78
259,761.57
18 and 19 ~111
.00
.00
.00
58,964.21
$8,964.21
$7,914.25
1,049.96
6.24
1,056.20
ZF PAID AFTER DATE INDICATED, SEE REVERSE ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYNENT ZS REQUIRED.
FOR CALCULATZON OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY DE DUE
A REFUND. SEE REVERSE SZDE OF THIS FORH FOR INSTRUCTIONS.)
RESERVATION:
PURPOSE OF
NOTICE:
PAYNENT:
REFUND (CR):
OBJECTIONS:
ADMIN-
ISTRATIVE
CORRECTIONS:
DISCOUNT:
PENALTY:
INTEREST:
Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred
in possession ar enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for
life or for years, the Comaonaealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes
at the lawful Class B (collateral) rate on any such futura interest.
To fulfill the requirements of Section 1140 of the Inheritance and Estate Tax Act, Act Z$ of ZOO0. (72 P.S.
Section 9140).
Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side.
--Make check or money order payable to: REG/STER OF HILLS, AGENT
A refund cf a tax credit, ehich Has not requested on the Tax Return, may be requested by completing an "Application
for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office
of the Register of Hills, any of the 23 Revenue District Offices) or by calling the special Z4-hour
answering service for fores ordering: 1-800-362-Z050; services for taxpayers Hith special hearing and / or
speaking needs: 1-800-q47-3010 (TT only).
Any party in interest not satisfied aith the appraisement, alloaence, or disallowance of deductions, or assess;lent
of tax (including discount or interest) as shown on this Notice must object aithin sixty (60) days of receipt of
this Notice by:
--~ritten protest to the PA Department of Revenue, Board of Appeals, Dept. 2810Z1, 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 Depart~ent of Revenue,
Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601
Phone (717) 787-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident
Decedent" (REV-1501) for an explanation of administratively correctable errors.
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (51) discount of
the tax paid is allowed.
The 151 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 end of the tax amnesty period. This non-participation
penalty is appealable in the same manner and in the the same tiaa per[od as you would appeal the tax and interest
that has been assessed as indicated on this not[ce.
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 ~hich became delinquent before January 1) 1982 bear interest at the rate of
six (61) percent per annum calculated at a daily rate of .000164. All taxes ~hich became delinquent on and after
January 1, 1981 mil! bear interest at a rate ehich mill vary from calendar year to calendar year with that rate
announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z004 are:
Interest Daily Interest Daily
Year Rate Factor Year Rate Factor
~ ZOZ .000548 ~'~- 1991 111 .000301
1983 161 .000438 199Z 91 .000247
1984 llZ .0003D1 1993-1994 71 .000192
1985 131 .000356 1995-1998 91 .000147
1986 IOZ . O 00274 1999 72 .000192
1987 lOZ .000174 ZOO0 71 .000192
--Interest is calculated as follows:
/NTEREST = BALANCE OF TAX UNPA/D
Interest Daily
Year Rate Factor
~ 91 .000247
2002 61 .000164
2003 51 .000137
2004 41 .000ll0
X NUNBER 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 payment is made after the interest computation date sho~n on the
Notice, additional interest must be calculatad.
REV-1470 EX (6-88)
INHERITANCE TAX
COMMONWEALTH OF PENNSYLVANIA EXPLANATION
DEPARTMENT OF REVENUE OF CHANGES
BUREAU OF INDIVIDUAL TAXES
DEPT. 280601
HARRISBURG~ PA 17128-0601
DECEDENT'S NAME FILE NUMBER
Riva G. Schuyler 2103-0562
REVIEVVED BY ACN
Sheila Megonnell 101
ITEM
SCHEDULE NO. EXPLANATION OF CHANGES
The Fourth Item of the decedent's "Last Will and Testament" bequested Two Thousand
($2,000.00) Dollars to a sister-in-law, nieces, nephews and some friends.
ROW Page 1
.~,,,,.~EAU OF TND'rVTDUAL TAXES
'rNHERTTANCE TAX DTVTSTON
DEPT. 280601
HARRTSBURG, PA 17128-0601
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
NOTICE OF INHERITANCE TAX
APPRAISEMENT, ALLOWANCE OR DZSALLOHANCE
OF DEDUCTIONS AND ASSESSMENT OF TAX
REV-1E;q? EX AFP (DI-D$)
MARIA A TOMPKINS'04 ~A¥
M & T INVESTMENT GROUP
! W HIGH ST
CARLISLE ~ ~A.
17015
CUT ALONG THIS LZNE I~-
DATE
ESTATE OF
DATE OF DEATH
FILE NUMBER
COUNTY
ACM
Oq-Z6-ZOOq
SCHUYLER
06-18-Z005
21 0:5-0562
CUMBERLAND
101
Amount Remi~ed
ELVA
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
CUMBERLAND CO COURT HOUSE
CARLISLE, PA 17015
RETA/N LOWER PORTZON FOR YOUR RECORDS ~
DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ,<
ESTATE OF SCHUYLER ELVA GFILENO. 21 05-0562 ACN 101 DATE Oq-Z6-ZOOq
TAX RETURN HAS: ( ) ACCEPTED AS FILED (X) CHANGED SEEATTACHED NOTICE
RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Es~a~e (Schedule A) ~.
2. S~ocks and Bonds (Schedule B) (2)
:5. Closely Held S4:ock/Par4:nershjp'Zn~eres~ (SChedule C) ($)
q. Mortgages/No,es Receivable (Schedule D)
5. Cash/Bank Deposi~cs/Misc. Personal Proper~y (Schedule E) (5)
6. Jointly Owned Proper~y (Schedule F) (6)
7. Transfers (Schedule G) (7)
8. To'al Assb~s ...... '
APPROVED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expenses/Adc. Cos~cs/Nisc. Expenses (Schedule H)
10. Debts/Mortgage Liabilities/Liens (Schedule I)
11.
12.
15.
lq.
NOTE
To~e! Deductions
Ne~ Value of Tax Re~urn
,(9)
(10)
105z000.00
525~796.q5
.00
.00
161~205.82
.00
38~95q.05
(8)
69,560.8q
7~7q8.51
(11)
(12)
Char/~able/Governmen~al Bequests; Non-elected 911~ Trusts (Schedule J) (15)
Ne~ Va/ue of Es~a~e Subjec~ ~o Tax (lq)
NOTE: To insure proper
cred~ ~o your'aCcount,
'sube~ ~he upper por~ion
of ~h~s form w~th your
~ax payment.
828,95q.50
77.:509.15
751,6q5.15
q91,883.78
259,761.57
1,0q9.96
6.2~
1,056.20
( IF TOTAL DUE IS LESS THAN 91, NO PAYMENT IS REQUIRED.
IF TOTAL DUE IS REFLECTED AS A 'CREDIT' (CA), YOU MAY DE DUE
A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.)
15 = :58,96q.21
.00
.O0
57,91q.25
(19)= 58,96q.21
IF PAID AFTER DATE INDZCATE~,' SEE REVERSE
FOR CALCULATION OF ADDITIONAL INTEREST.
INTEREST IS CHARGED THROUGH 05-11-ZOOq
AT THE RATES APPLICABLE AS OUTLINED ON THE
REVERSE SIDE OF THIS FORM
1,568.q2
D/SCOUNT (+)
INTEREST/~EN PAID (-)
TOTAL TAX CREDIT '~
SALANCE OF TAX DUE[
ZNTEREST AND PEN. I
TOTAL DUE I
ASSESSMENT OF TAX: ,. , 15. Amoun~ of L/ns lq a't Spousal ra~e
16. Amoun~ of L/ne lfi ~axable* a~ LAneal/Class A ra~e
17. Aeoun~ of Line lq 'a~ .Sibling ra~e
18. Amoun~ of Line lfi ~axable e~ Collateral/Class D ra~e
19. Principal Tax Due
TAX CREDITS:
PAYMENT ; / "RECEIPT
DATE :I ' ~ NUMBER
09-10-200:5 CD002997
02-27-200q CD005615
- 26,000.00
10,5q5.85.
AMOUNT PAID
(is), .00 x O0 =
(z6) .00 x Oq5=
(17) -- . O0 x 12 '=
(~s) '259,761.57 x
.O0
Zf an assessment was issued previously, lines*.Zq,, 15 and/or 16, 17, 18 and 19 will
reflect figures that include the total.of ALL '~etbrns assessed to date.
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 003899
M&T BANK SUCC. BY MERGER
ONE WEST HIGH ST
CARLISLE, PA 17013
........ fold
ESTATE INFORMATION: SSN: 179-12-4728
FILE NUMBER: 2103-0562
DECEDENT NAME: SCHUYLER ELVA G
DATE OF PAYMENT: 05/04/2004
POSTMARK DATE: 00/00/0000
COUNTY: CUMBERLAND
DATE OF DEATH: 06/18/2003
ACN
ASSESSMENT
CONTROL
NUMBER
AMOUNT
101 $1,056.20
REMARKS:
CHECK# 200175988
SEAL
TOTAL AMOUNT PAID:
,056.20
INITIALS: JA
RECEIVED BY'
GLENDA FARNER STRASBAUGH
REGISTER OF WILLS
REGISTER OF WILLS
IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY
PENNSYLVANIA ORPHANS' COURT DIVISION
No. 21-03-0562
Estate of ELVA G. SCHUYLER, Deceased
Late of the Borough of Mechanicsburg
Cumberland County, Pennsylvania
FIRST AND FINAL ACCOUNT OF
MANUFACTURERS AND TRADERS TRUST COMPANY
SUCCESSOR IN INTEREST TO ALLFIRST BANK AND TRUST CO., N.A.
FORMERLY KNOWN AS DAUPHIN DEPOSIT BANK AND TRUST COMPANY
Date of Death:
Date Letters Testamentary issued:
Date of First Complete Advertising of Grant of Letters:
ount Stated to:
June 18, 2003
July 11,2003
August5,2003
May 31,2004
PRINCIPA~LL
Receipts
Net Gains or (Losses) on Conversions
Less Disbursements
5-6
Balance Before Distributions
Distributions to Beneficiaries 7
Principal Balance Remaining
INCOM~E
Receipts
Less Disbursements 7
7-8
Income Balance Remaining
COMBINED BALANCE REMAINING
S__UMMARY & INDEX
2
2-5
$ 790,020.84
(22,543.56)
767,477.28
(117,827.15)
649,650.13
(10,00000)
$ 21,779.85
(8,648.71)
$ 639,650.13
13,131.14
$ 652,781.27
PRINCIPAL RECEIPTS
Inventory Filed
Per copy of Inventory Filed
$ 828,954.30
Subsequent Receipts/Adiustments
MetLife Investors ~ Policy #204099-0
MetLife Investors - Policy #204055-2
MetLife Investors - Policy #203943-0
Annuities Reportable in Gross Estate Paid to Individuals
Verizon - Credit Balance Refund
Refund on Credit Balance A/C #999-553-726
Total Principal Receipts
(13,530.70)
(19,239.97)
(6,183.36)
NET GAINS (LOSSES) ON CONVERSION OR DISPOSITION OF ASSETS
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
$10,000 Schuylkill Cty. PA 2% 9-1-03
Proceeds 9,987,50
Cost Basis 10,021.85
$5,000 Sharpsville PA 2% 9-1-03
Proceeds
Cost Basi:
4,993.75
5,010.93
$15.000 Columbia Boro PA 3.15% 3-1-04
Proceeds 14,955.00
Cost Basis 15,252.00
$10.000 Lower Macungie PA 3.10% 5-15-04
Proceeds 9,992.10
Cost Basis 10,213.60
$20,000 Nodhern Tioga PA 2% 5-15-04
Proceeds 19,925.00
Cost Basis 20,231.40
$15,000 Nodh Penn 4.35%9~1-04
Proceeds 15,233.25
Cost Basis 15,603.30
$15.000 Laurel PA 3.70% 2-15-05
Proceeds 15,000.00
Cost Basis 15,250.65
$15,000 Southern Lehigh PA 3.55% 9-1-04
Proceeds 15,187.50
Cost Basis 15,494.55
$15.000 Wilkes-Barre PA 2.40% 10-15-04
Proceeds 15,037 50
Cost Basis 15,313.13
-2-
Gain
9.50
11.07
$ 790,020.84
Loss
34.35
17.18
297.00
221,50
306.40
37005
250.65
307.05
275.63
NET GAINS {LOSSES) ON CONVERSION OR DISPOSITION OF ASSETS (Contd')
Gain Loss
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
$10.000 Wyoming PA 3% 5-1-05
Proceeds
Cost Basis
10,063.60
10,349.85
$15,000 Indiana PA 3.10% 9-1-05
Proceeds
Cost Basis
15,254.40
15,638.18
$10.000 Ambridge PA 3.25% 11-1-05
Proceeds 10,190,10
Cost Basis 10,472.60
$15,000 West Shore PA 4.35% 1-1-06
Proceeds 14,887~50
Cost Basis 15,584.63
$10,000 Bethlehem PA 3.10% 11-1-06
Proceeds 10,176.90
Cost Basis 10,562.55
$5,000 Mount Carmel PA 3.65% 10-15-07
Proceeds 5,067.20
Cost Basis 5,314.23
$15,000 Penn Hills PA 5.25% 12-1-10
Proceeds 15,012.60
Cost Basis 15,285.00
$20,000 West Middlesex PA 4,60% 6-15-14
Proceeds 20,33320
Cost Basis 22,235.80
$10,000 Philadelphia PA Z/CPN 5-15-04
Proceeds 9,789.70
Cost Basis 9,911.15
S15.000 Athens PA Z/CPN 1-15-05
Proceeds 14,400.00
Cost Basis 14,667.75
3 units PA
Insd. Muns. Inc TR Ser 210
Proceeds 2,904.12
Cost Basis 2,969.99
5 units PA
Insd. Muns Inc TR Ser 214
Proceeds 5,061.45
Cost Basis 5,210.05
6 units PA
Insd. Muns.
Proceeds
Cost Basis
Inc TR Ser 212
5,940.30
6,245.82
-3-
286.25
38378
282.50
697.13
385.65
247.03
272.40
1,902.60
121.45
267.75
65.87
148.60
305.52
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/03
8/18/04
8/22/04
10/3/03
10/14/03
NET GAINS (LOSSES) ON CONVERSION OR DISPOSITION OF ASSETS (Contd')
Gain
5 Units PA Insd. Muns Inc, TR Set 230
Proceeds 4,93600
Cost Basis 5,263.45
20 units PA Insd. Muns Inc TR Ser 242
Proceeds 19,368.00
Cost Basis 20,772.60
5unitsPAInsd MunslncTRSer197
Proceeds 3,899.20
Cost Basis 4,710.55
5 units PA Insd. Muns. Inc TR Ser 199
Proceeds 4,663.35
Cost Basis 5,208.90
22 units PA Insd. Muns TR Set 201
Proceeds 19,091.38
Cost Basis 22,679.36
5 units PA Insd. Muns TR Ser 207
Proceeds 4,691.15
Cost Basis 5,176.95
20 units PA Insd. Muns TR Set 237
Proceeds 19,650.40
Cost Basis 20,777.40
30 units PA Insd. Muns. TR Ser 188
Proceeds 29,150.70
Cost Basis 29,547.60
10 units PA Insd. Muns. TR Set 238
Proceeds 9,411.40
Cost Basis 10,001.90
26 units PA Insd. Muns. TR Ser 179
Proceeds 22,417.98
Cost Basis 25,611.30
4 units PA
Insd. Muns. TR Ser 5 full call
Proceeds 1,118.84
Cost Basis 1,135.80
$5.000 Allentown Bond 550%
Proceeds
Cost Basis
5,014,00
5,014 00
9320.762 units Alliance Bernstein Muns. Inc Fd
Proceeds 96,376.68
Cost Basis 98,98649
-4-
Loss
327.45
1.404.60
811.35
54555
3.587.98
485.80
1.127.00
396.90
590.50
3.193.32
1696
0.00
2.609.81
10/14/03
7/11/03
7/17/03
7/17/03
7/17/03
7/18/03
7/25/03
8/1/03
8/1/03
8/5/03
8/11/03
8/12/03
8/13/03
8/14/03
8/14/03
8/18/03
9/2/03
9/2/03
9/5/03
9/9/03
9/10/03
9/10/03
9/10/03
9/11/03
9/12/03
9/12/03
9/18/03
9/24/03
9/24/03
NET GAINS (LOSSES) ON CONVERSION OR DISPOSITION OF ASSETS (Contd')
Gain
76.206 units Alliance Bernstein Huns. Inc Fd
Proceeds 787.97
Cost Basis 787.97
Loss
0.00
22,543.56
$ (22,543.56)
Totals 0.00
Net Gain or (Loss) Transferred to Summary
PRINCIPAL DISBURSEMENTS
Register of Wills-Probate Cost, Letters Testamentary and 5 Short Certificates
Borough of Mechanicsburg - Sewer and Refuse
Home Helper Service - Lawn Maintenance & Services
Purchase of four (4) House Keys
Cumberland Law Journal - Legal Advertising
Barry L. Heckard. Sr., Tax Collector - Real Estate Taxes
M. Rutland. Jeweler - fee for appraisal of three (3) rings
Marsh Advantage America - Homeowners Liability Insurance
Richard L. McGuire - Reimbursement for payment to Mail Boxes, Etc.
to mail family pictures/memorabilia to Donald Bott
S.W. Barrett Real Estate - Fee for appraisal of home
The following checks cleared after date-of-death:
PPL - Electric Utilities
United Water PA - Utility Payment
Cable Service
Verizon - Utility Payment for Telephone and Alarm
Griswold Special Care - Caregiver Service
Neumyer Funeral Home
Carlos R. Leffler. Inc. - Heating Oil
Home Helper Service - Lawn Maintenance
PPL - Electric Utilities
Register of Wills - 2 Short Certificates
Verizon - Utility Payment for Telephone & Alarm
The Patriot News - Legal Advertising
Graham Enterprises - Electrical Repairs
Replace Wiring in several Light Fixtures and install
Conduit between House and Carport
United Water PA - Utility Payment
Register of Wills, Agent - Estimated PA Inheritance Tax payment
Register of Wills - 3 Short Certificates
PPL - Electric Utilities
Home Helper Service - Lawn Maintenance
Richard L. McGuire - Reimburse for FPT Aerator for Kitchen Faucet
Richard L. McGuire - Services Rendered for preparation of
house and personal property to be sold
United Water PA - Uitlity Payment
Chuck Bricker, Auctioneer - Advertising cost for sale of personal property
Chuck Bricker, Auctioneer - Cost for set-up, clerks and commission
on sale of personal property
Verizon - Utility Payment for Telephone & Alarm
Sunlife Financial Annuity Poi #KA00421622.:1 Federal Tax Withheld
44400
98,02
259.70
4.24
75.00
920.40
143.10
77.00
48.31
275.00
97.84
22.14
39.64
16.14
381,76
176.30
122.79
255.46
18.62
6.00
31.59
123.55
500.00
13.50
26,000.00
9.00
29.78
154.76
3.70
1.155.00
20.25
185.00
835.00
10/2/03 15.65
10/2/03 2,123.28
PRINCIPAL DISBURSEMENTS (continued)
10/3/03
10/9/03
10/17/03
10/17/03
10/28/03
10/28/03
10/29/03
11/4/03
11/13/03
11/14/03
11/20/03
12/3/03
12/5/03
12/15/03
12/19/03
12/24/03
12/24/03
12/30/03
1/23/04
1/28/04
1/29/04
1/30/04
2/27/04
2/27/04
2/27/04
3/4/04
3/4/04
3/4/04
3/4/04
4/29/04
PPL - Electric Utilities
Borough of Mechanicsburg - Sewer and Refuse
Marsh Advantage America - Property Insurance (Fire)
Home Helper Service - Lawn Maintenance
Verizon - Utility Payment for Telephone and Alarm
Holy Spirit Hospital - Services Rendered 6/4/03
Carlos R. Leffler, Inc. - Heating Oil
CVS Pharmacy - Fee for Request for Patient Prescription Record
PPL - Electric Utilities
Carlos R. Leffler. Inc. - Heating Oil
United Water PA - Utility Payment
Verizon - Utility Payment for Telephone and Alarm
Home Helper Service - Lawn Maintenance, pull annuals, rake leaves,
clean-up wind damage
PPL - Electric Utilities
United Water PA - Utility Payment
Carlos R Leffler. Inc. - Heating Oil
PPL - Electric Utilities
Verizon - Utility Payment for Telephone and Alarm
Carlos R. Leffler, Inc. - Heating Oil
Items related to Sale of Real Estate:
Real Estate Commission
Transfer Tax
Sewer/Refuse - Pro Rata
Notary Fee
Overnight Fee
Real Estate County Taxes - Pro Rata
Real Estate Tax information fee
Verizon - Utility Payment for Telephone and Alarm
Graham Enterprises - Alarm Agreement 10-1-03 to 1-31-04
Register of Wills - Fee to File Inventory
Register of Wills - Fee to file PA Inheritance Tax forms
Register of Wills, Agent - PA Inheritance Tax Payment
Register of Wills - Additional Probate Fee
Internal Revenue Service - 2003 Final Federal Income Tax payment
Nick Chelap, Tax Preparer - Fee to complete Final Lifetime Returns
Register of Wills - Short Certificate
Register of Wills, Agent - Additional PA Inheritance Tax Due
Reserve for the Followinq:
Murrel R. Walters, III, Esq. - Attorney Fees
M&T Bank - Executor Fees
Miscellaneous Costs and Filing Costs
Total Principal Disbursements
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES
11/12/03
11/14/03
11/14/03
Winifred A. Shaffer - specific bequest per Paragraph IV of Will
Elaine E. Kaufman - specific bequest per Paragraph IV of Will
George G. Kaufman, Jr. - specific bequest per Paragraph IV of Will
10.77
98.02
245.00
166.42
15.62
55.23
41.95
15.00
11.12
119.83
8.64
15.62
245.92
12.28
11.07
199.67
19.47
15.62
203.87
6,305.00
1,030.00
24.14
10.00
15.50
16.87
11.00
15.57
42,40
19.00
15.00
10,545.83
35.00
486.00
300.00
3.00
1,056.20
29,352.00
29.352.00
3,000.00
$ 117,827.15
$ 2,000.00
2.000.00
2,000.00
-6-
PRINCIPAL DISTRIBUTIONS TO BENEFICIARIES (continued)
11/21/03
12/3/03
Diane Bott Haight - specific bequest per Paragraph IV of Will
Donald L. Bott - specific bequest per Paragraph IV of Will
Total Principal Distributions to Beneficiaries
8/1/03 to
5/31/04
8/12/03
8/15/03
8/18/03
9/19/03
9/23/03
9/25/03
12/23/03
MTB Prime Money Market
INCOME RECEIPTS
PNC Checking Account #514005617 - Interest from date of death
Interest on LaurelPASD 3.7% due 8-15-03
Interest on Schuykill Cty. PA 2% due 9-1-03
Interest on Sharpsville PA 2% due 9-1-03
Interest on Columbia Boro PA 3.15% due 3-1-04
Interest on Lower Macungie 3.1% due 5-15-04
Interest on Northern Tioga PA 2% due 5-15-04
Interest on North Penn PA 4.35% due 9-1-04
Interest on Southern Lehigh PA 3.55% due 9-1-04
Interest on Wilkes-Barre PA 2.4% due 10-15-04
Interest on Laurel PA 3.7% due 2-15-05
Interest on Wyoming PA 3% due 5-1-05
Interest on Indiana PA 3.1% due 9-1-05
Interest on Ambridge PA 325% due 11-1-05
Interest on West Shore PA 4.35% due 1-1-06
Interest on Bethlehem PA 3.1% due 11-1-06
Interest on Mount Carmel PA 3.65% due 10-15-07
Interest on Penn Hills PA 5.25% due 12-1-10
Interest on West Middlesex PA 4,6% due 6-15-141
Dividends on 26 shs. PA Insd Muns Inc Set 179
Dividends on 30 shs. PA Insd Muns Inc Set 188
Dividends on 20 shs. PA Insd Muns Inc Set 237
Dividends on 5 shs. PA Insd Muns Inc Set 207
Dividends on 22 shs. PA Insd Muns Inc. Ser 201
Dividends on5shs PAInsdMunslncSer199
Dividends on 5 shs. PA Insd Muns loc Set 197
Dividends on 20 shs. PA Insd Muns Inc Ser 242
Dividends on 5 shs. PA Insd Muns Inc Ser 230
Dividends on 6 shs. PA Insd Muns Inc Set 212
Dividends on 5 shs. PA Insd Muns Inc Set 214
Dividends on 3 shs. PA Insd Muns Inc Ser 210
Dividends on 10 shs. PA Insd Muns Inc Set 238
Dividends on 4 shs. PA Insd Muns !nc Ser 5
Met Life Fixed Annuity Policy #2040990 (Interest from date of death)
PNC Checking Account 51-4005-6017 Closing Balance
Wachovia Money Market Acct No. 7423-1592 (Income from Date of Death)
Wachovia Securities (Income from date of death)
Total Income Receipts
INCOME DISBURSEMENTS
8/15/03 to M&T Bank Fee
5/31/04
-7-
2,000.00
2,000,00
$ 10,000.00
$ 2,904.67
9.32
277.50
92.78
4639
219.19
80.08
103.33
302.69
247.02
123.00
4.63
89,17
215.71
96.60
8519
92.14
62.35
168.44
161.00
327.86
33.90
20.40
5.30
22.22
5.45
5.10
2060
5.40
6,54
5.65
3.21
9.90
15,88
539.54
7.44
14,681.81
68245
$ 21,779.85
$ 351.54
9/30/03
10/3/03
INCOME DISBURSEMENTS (continued)
Transfer to Principal
$5,000 Allentown Bond 5.50% plus Interest to date of death $117.64
Transfer to Principal Interest to date of death:
$10,000 Schuykill Cty. PA 2% 9-1-03
$5,000 Sharpsville PA 2% 9-1-03
$15.000 Penn Hills PA 5.25% 12-1-10
$15,000 Columbia Boro PA 3.15% 3-1-04
$10,000 Lower Macungie PA 3% 5-15-04
$20,000 Nor[hem Tioga PA 2% 5-15-04
$15,000 Nodh Penn 4.35% 9-1-04
$15,000 West Shore PA 4.35% 1-1-06
$15,000 South Lehigh PA 3.55% 9-1-04
$15,000 Wilkes Barre PA 2.40% 10-15-04
$10,000 Bethlehem PA 3.1% 11-1-06
$5,000 Mount Carmel PA 3.65% 10-15-07
$20.000 West Middlesex PA 4.60% 6-15-14
S15,000 Laurel PA 3.70% 2-15-05
$10,000 Wyoming PA 3% 5-1-05
$15,000 Indiana PA 3.10% 9-1-05
$10,000 Ambridge PA 3,25% 11-1-05
30 units PA MunsSer188
4 units PA Muns Set 5
5 units PA Muns Ser 197
5 units PA Muos Ser 199
22 units PA Muns Ser 201
3 units PA Muns Set 210
5 units PA Muns Ser 207
6 units PA Muns Ser 212
5 units PA Muns Ser 214
5 units PA Muns Ser 230
20 units PA Muns Ser 237
10 units PA Muns Ser 238
20 units PA Muns Set 242
26 unitsPA Muns Set 179
5,131.64
60.00
30.00
3938
141 75
29.28
37.78
195.75
304.50
159.75
64.00
41.33
3244
10.22
191.17
40.00
139.50
43.33
180.60
5.56
32.80
32.15
14080
17.52
31.40
35,46
30.15
29.25
109 60
53.50
112.00
794.56
Total Income Disbursements
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF CUMBERLAND
Mari~ A. Tompkins',%rust Officer
8,648.71
Maria A. Tompkins. Trust Officer, Manufacturers and Traders Trust Company, being duly sworn
according to law, deposes and says that the foregoing Account, both as to the items of charge and discharge,
are just and true to the best of her knowledge and belief.
Sworn to and Subscribed b¢ore me
this /q¢- dayofduly, 200:~
Not ~;v HUb. lJ ~ .....
Gwendolyn E. Killian Notap/Pub c
[ Carlisle Boro, Cumberland County
[ My Commisslon Exp r~es Nov. 22 2004
Ma~.~ a; Tompkins, T?st Officer
COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21~03-0562
Estate of ELVA G. SCHUYLER, Deceased
Late of the Borough of Mechanicsburg, Cumberland County, Pennsylvania
PROPOSED SCIIEDULE OF DISTRIBUTION
Balance for distribution as per First and Final Account filed
~652,781.2~7
DISTRIBUTION
Manufacturers and Traders Trust Company, Trustee
TUW Elva G. Schuyler/FBO Second United Church of Christ
Residue of estate- 20% per Paragraph V
Principal Cash - $127,930.04
Income Cash 2,626.23
Alzheimer's Disease and Related Disorders Association, Inc.
Residue of estate - 10% per Paragraph V
Principal Cash - $ 63,965.01
Income Cash 1,313.11
Arthritis Foundation - Residue of estate - 10% per Paragraph V
Principal Cash - $ 63,965.01
Income Cash 1,313.11
Meals on Wheels - Residue of estate - 10% per Paragraph V
Principal Cash - $ 63,965.01
Income Cash 1,313.11
$130,556.27
65,278.12
65,278.12
65,278.12
Citizens Fire Company of Mechanicsburg - Residue of estate
10% per Paragraph V
Principal Cash - $ 63,965.01
Income Cash L313.11 65,278.12
Mechanicsburg Ambulance Association, now known as West Shore Advanced
Life Support Services, Inc. - Residue of estate-10% per Paragraph V
Principal Cash - $ 63,965.01
Income Cash 1,313.11 65,278.12
-9-
Per Paragraph V - 30% to be divided equally
Diane Haight Principal Cash - $ 38,379.01
Income Cash 787.87
Donald Bott Principal Cash - 38,379.01
Income Cash 787.87
Winifred Shaffer Principal Cash - 38,379.01
Income Cash 787.87
George Kaufman Principal Cash- 38,379.01
Income Cash 787.87
Elaine Kaufman Principal Cash - 38,379.00
Income Cash 787.88
TOTAL PROPOSED DISTRIBUTION
39,166.88
39,166.88
39,166.88
39,166.88
~39,166.88
$652,781.27
STATEMENT OF THE REASONS FOR THE PROPOSED DISTRIBUTION
Elva G. Schuyler passed away on June 18, 2003. The above distribution is proposed in accordance
with the terms of the Last Will and Testament of Elva G. Schuyler, late of the Borough of
Mechanicsburg, Cumberland County, Pennsylvania.
Manufacturers and Trad~r~rust Co., Executor
I~rih A. Tompkin~ Trust Officer
COMMONWEALTH OF PENNSYLVANIA :
COUNTY OF CU~MBERLAND :
Maria A. Tompkins being duly sworn according to law, deposes and says: that she is the Trust
Officer of Manufacturers and Traders Trust Company, the Accountant in the Estate of Elva G.
Schuyler, and that the facts set forth in the St~ent of the Reasons for Proposed Distributions are
true and correct to the best of her knowledge, information and~f.
Mari~, Tompkins, Tr~u?t Officer
Sworn to and subseribec~efo~e me
this ID dayof '.-.1~, ,J~ ,2004.
Notary Pubhc
My Commission Expires Nov, 22, ,:;5: '
-10-
Inventory of the real and personal estate of
ELVA G. SCI4LV'FuER
deceased
1. 438 South York Street, Mechanicsburg, PA 17055
(Valuation is Sale Price)
2. $10,000 Schuykill Count~ PA 2% due 9/01/03
3. Interest to Date of.Death on Item #2
4. 5~000 Sharpsville PASD 2% due 9/01/03
5. Interest to Date of Death on Item #4
6." $15.000 Pem~ Hills PA 5.25% due 12/01/10
7. Interest to Date of Death on Item #6
8. $15.000 Columbia Borough PASD 3.15% dne 3/01/04
9.. Inter'est to Date of Death on Item #8
10. $I0,000 Lower Macm~g/e PA 3.10% due 5/15/04
11. 16teresl to Date of Death on ltein #10
12. $20,000 Northern Tioga PASD~% due 5/1~/04
13. :Intercst to Date of Death on Item #I2
14. $10,000 Philadelphia PA GWR Z/CPN due 5/15/04
151 $15,000 North Perm PASD 4.35% due 9/01/04
'16: Interest to Date of Death on llem #15
17. $15,000 Soufl~em Lehigh PA 3.55% due 9/01/04
18. interest Id Date of Death on Item #17
19. $15,000 Wilkes-Barre PA-A 240% due 10/15/04
20. Interest to Date of Death on Item #I 9
21. $15,000 Athens PASD Z/CPN duc 1/15/05
22. $10,000 Bethlehem PA 3.10% due 11/01/06
23. Interest tS Date of Death on Item #22
24. $5,000 M~um C,'u~el PASD 3.65% due 10/15/07
25. Interest to Date of Death on Item #24
26. $20~000 West Middlesex PASD 4.60% due 6/15/14
103,000.00
10,02L85
60.00
5010 93
30.00
15.252.00
10,213.60
29.28
20,231.40
37.78
9.911.15
15.603.30
195.75
15 494.55
159.75
15,313.13
'64.00
14.667.75
10,562.55'
>.314.2~
32.44
22.235.80
COMMONWEALTH OF PENNSYLVANIA ~ ss:
COUNTY OF CUMBERLAND ~[
Maria A. Tompkins, Trust Officer, Manufacturers and Traders Trust Company
be;ncj duly swbrn accord;rig fo law, deposes and says fhaf they are EXecutor
of the 5state 0f Elva G. Schuyler
late of 438 South_ Yor]~_~S~trcet r-~, Cumberland Cou.ty. Pa.. deceased and that %he
w;th;n ;s a. ;.Yen~ory.made ~y M&T Bank . %he sa;~ Executor
o~ ~he en~;re estate of ~a;d d~ceeen~, cons;s~;ng o{ ail +he persona~ property and real es~a%e, excep~ rea~ estate outs;He
the Commonwealth of Pennsy[vanla, *and that the f;gures opposffe each item' of the Invenf6ry rbpresent ;f's fe;r value
as of the date of deceden+'s death.
Sworn
Date of Death
and subscribed before me~
~ 2004
Notar a Seal
Gwendoiyn E. Kiilian, Notary Public
Carlisle Boro, Cumberland County
My Commission Expires Nov. 22, 2004
~ [~.* &ssocatono ~oteries
Manufacturers and Traders Trust Co.
One West High Street, Carlisle, PA 17013
Ad~lres~
18 June 2003
Day Month Year
INSTRUCTIONS
I; An inventory must be filed with;n three months after appo;ntmenf of personal represenfaHve.
2. A supplement inventory must be flied wffh[n thirty days of d~scovery of additional assets.
3. Add;lionel sheets may be attached as to personalty or realty
4. Se~ Article IV, Fiduciaries Act of 1949.
Z
0
0
InventoR' of the real and personal estate of
Elva G. Schuyler (cont'd)
27. Interest to Date of Death on Item #26
28. $15,000 Laurel PASD 3.70% due 2/15/05
29; Interest to Date of Death on ltem #28
30 $10,000 Wyoming PASD 3% due 5/01/05
31. interest to Dale of Death on Item #30
32 $15,000 Indiana PASD 3.10% due 9/01/05
33. Interest to Date of Death on Item #32
34. $i0,000 Ambridge PASD 3.25% due 11/01/05
35. Interest to Date of Deafl~ on Item #34
36. $15,000 West Shore PA 4.35% due 1/01/06
37. Interest to Date of Death on [rein #36
38. 30 ~mits PA Insd Mm~s Inc Tr Set 188
39. Interest to Date of Deafl~ on Item #38
40 4 traits PA Insd Muns Inc Tr Set 5
41' Interest to Date of Dealh on Item #40
42. 5 units PA Insd Muns Inc Tr Set 197
43. Inlerest to Date of Death on Iem ~2
44. 5 m~its PA Insd Mtms lnc Tr Set 199
45. Interest 1o Date of Death on Item #44
46 22 units PA Insd Mm~s Iuc Tr Ser 201
47. Interest to Date of Deafl~ on Item #46
48. 3 units PA Insd Mtms Inc Tr Ser 210
49. interest to Date of Death on Item #48
50. 5 traits PA Insd Mm~s Inc Tr Set 207
51. Iuterest to Date of Deafl~ on Item #50
52. 6 units PA Insd. Muns Inc Tr Ser 212
53. Interest 1o Date of Death on item #52
10.22
15,250.65
191.17
10,349.85
40.00
15,638.18
139.50
10,472.60
4333
15,584.63
304.50
29,547.60
180.60
1,135.80
5.56
4,710.55
32.80
5,208.90
32.15
22,679.36
140.80
2.969.99
17.52
5,176.95
31.40
6,245.82
35.46
Cont'd
Inventory of the real and personal estate of
Elva G. Schnyler (cont'd)
54. 26 milts PA Insd Mtms Inc Tr Ser 179
55. Iutercst to Date of Death on Item #54
56. 5 units PA Insd Muns Inc Tr Ser 214
5T Interest to Date of Death on Item #56
5 milts PA Insd Mm~s Inc Tr Set 230
59. Interest to Date of Death on Item #58
60. 20 units PA Insd Mtms lnc Tr Ser 237
61. Interest to Dale of Death on Item #60
62. 10 units PA Insd Mm~s Inc Tr Ser 238
63. Interest to Date of Death on Item #62
64 20 nnits PA Insd Muns Inc Tr Set 242
65, Interest to Date of Death on Item #64
66. $5.000 Allenlown Bond 5.50% dalled 7-15-03
67. Interest to Date of Death on Item #66
68. 9320.762 milts Alliunce Bemstein Muni Fd 11 PA
69. 76,206 units Alliance Bemstein Muni Fd 11 PA
70. Cash found in house
71. Comcast Cable refund
72. PNC Ba~k Checking Account #514005617
73. Interest to Date of Death on Item #72
74. Wachovia Securities Moncy Market Acct. #7423-1592
75. Met Life Investors Fixed Anmdty Policy #2040990
Gross Proceeds payable to Estate
76 Gross Proceeds From Sale of Personal Property
77. Keyport Life Insttrance Co. Am~uity Policy #KA00421622-1
Contract Value - Payable to Estate
78. Real Estate Tax Reimbursement (1-21-04 to 7-1-04) School
79. Real Estate- Seller CompcnsaOon
25,611.30
794.56
5,210.05
30.15
5,263.45
2925
20,777.40
109.60
10.001.90
53.50
20,772.60
112.00
5,014.00
117.64
98,98649
787.97
443.19
15.37
31,013.13
2.75
12,345.14
54,122.77
4,341.75
57,232.78
40236
250.00
Cont'd
In,'entory of the real and personal estate of
Elva G. Schuyler (cont'd)
80. Pi~maclehealth Refi~nd
81. Monmncntal Life Insur,xnce Policy #W7012254 i
82. Interest to date of death on Item #81
83. PPL Refund of overpayment
84. Met Life Investors - Poi. #204099-0
85 Met Life Investors- Pol. #204055-2
86. Met Life Investors Poi. #203943-0
Totallnventory
5.86
1,000.00
16.44
12.28
13.530.70
19,239.97
6.183.36_
S828,954.30
LAST WILL A/~D TESTA/~ENT
BE IT REMEMBERED TPLAT
I, ELVA G. SCHUYLER, a resident of Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TEST~MENT, hereby revoking any and all Wills and Codicils
previously made by me.
I
I declare that I am not married, my beloved husband, LESTER W.
SCHUYLER, having predeceased me.
II
I direct that all my just debts and funeral expenses shall be
paid from my residuary estate as soon as practicable after my
decease.
my
-'' u~ paid from my residuary estate as
the administration of my estate.
IV
III
I direct that all taxes that may be assessed in consequence of
death, of whatever nature and by whatever jurisdiction imposed,
a part of the expense of
I give and bequeath the sum of Two Thousand ($2,000.00)
Dollars to each of the following named persons who survives me:
My sister-in-law, EDNA BOTT;
My niece, DIANE PLAIGHT;
My nephew, DONALD BOTT;
My friend, WINIFRED S~LAFFER;
My friends, GEORGE KAUFMAN and ELAINE KAUFMAN
or the survivor thereof.
V
Ail the rest, residue and remainder of my estate, whether' real
or personal, wherever situate, including any property over which I
may have a power of appointment, I give, devise and bequeath as
follows: ~ ~ ~
Ex ,
20% in trust to the SECOND UNITED CHURCH OF
CHRIST, Green & Verbeke Streets, Harrisburg,
Pennsylvania or to the church where I am a
member at my death;
10% to the ALZHEIMERTS DISEASE A2qD RELATED
DISORDERS ASSOCIATION, INC., of Chicago,
Illinois;
10% to the ARTHRITIS FOUNDATION, Camp Hill,
Pennsylvania;
10% to HEAiS ON WHEELS, Mechanicsburg, PA;
10% to the CITIZENS FIRE COMPANY OF MECHANICSBURG;
1.0% to the MECHANICSBURG AMBULANCE ASSOCIATION;
30% to be divided equally among those who
survive me from EDNA, DIANE, DONALD, WINIFRED,
GEORGE and ELAINE.
VI
member at my death.
for the benefit of
~ o~lme,~o. Each
I appoint Dauphin Deposit Bank and Trust Company as trustee of
the funds that I have given to the Second United Church of Christ,
Green & Verbeke Streets, Harrisburg, or to the church where I am a
These funds are to be maintained by the bank
the church and paid out in five (5) annual
installment shall consist of one-fifth of the
original principal amount plus any interest that has accrued s~nce
the last payment. A determination by the trustee as to the payment
dates and amount of payments shall be controlling.
VII
I nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND
TRUST COMPANY, as Executor of this LAST WILL, to serve without
bond.
IN WITNESS WHEREOF, I, ELVA G. SCHUYLER, have set my hand to
this
ELVA G. SCHUYLER
Signed, sealed, published and declared by the above-named ELVA
G. SCHUYLER, as and for her Last Will and Testament, in the
presence of us, who, at her request and in her presence, and in the
presence of each ether, have hereunto subscribed our name~/ as
witnesses. ~ ~ ~
ACKNOWLEDGEMENT
CO~OhVWEALTH OF PENNSYLVANIA :
Ss.
COUNTY OF CUMBERI~%ND :
I, ELVA G. SCHUYLER, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my LJ~ST WILL; that I signed it as my free and
voluntary act for the purposes therein expressed.
ELVA G. SCHUYLER J --
Sworn or affirmed to and acknowledged before me by ELVA G.
SCHUYLER, Testatrix, this /O~ day of ~!~.,~ , 1997.
Notar~ Pu~blic -- ' ~
AFFIDAVIT
Notarial Seal
Diane M. Smi h, Notary Public
Mechanicsburg Boro, C mberland Coun yt
My Commission Expires June 2% 2000
COMMONWEALTH OF PENNSYLVAJNIA
ss.
CO~/NTY OF CUMBERLAND
the witnesses whose names are signed to the attached or foregoing
instrument being duly qualified according to law, do depose and say
that we were present and saw Testatrix sign and execute the
instrument as her LAST WILL; that ELVA G. SCHUYLER, signed
willingly and that she executed it as her free and voluntary act
for the purposes therein expressed; that each of us in the hearing
and sight of the Testatrix signed the Will as witnesses; and that
to the best of our knowledge, the Testatr%x wa
years of age or more, of sound mind a~dZnder ~ c~t~aint
undue inf] uence. , ., ///
Sworn or affirmed to and acknowledged before me
this /O ~ day of dd-~. , 1.997.
/, i
Notary Public
IN THE COURT OF COMMON PLEAS
OF
~UMBERLAND CTY, PENNSYLVANIA
ORPHANS" COURT DIVISION
NO. 21-03-0562
IN RE: ESTATE OF
ELVA G. SCHUYLER, DECEASED
FIRST AND FINAL ACCOUNT OF
MANUFACTURERS AND TRADERS
TRUST COMPANY, EXECUTOR AND
SCHEDULE OF PROPOSED
DISTRIBUTION
Murrel R. Walters, III, Esq.
54 West Main Street
Mechanicsburg, PA 17055
Tel. No. 717-697-4650
~ hereby ce~t~y that wrm,~n notice of the filing of
~ms Account, and of the ~, a~ ~ ~
wh~ t~ ~me will ~ ~ ~ ~ ~u~
~or cor~fi~t~ ~d ~ ~ ~ ~ ~ ~ wren
~)~ns to ~ ~, h~ ~ ~ ~
~v~ ~pa~ ~m~t ~ ~ ~ ~ ~r~
known to ~ account ~ ~ ~ ~ ~
interest in the e~ate ~ ~t~, ~,
~eir or next of kin~
IN THE COURT OF COMMON PLEAS
OF
~UMBERLAND CTY, PENNSYLVANIA
ORPHANS" COURT DIVISION
NO. 21-03-0562
IN RE: ESTATE OF
ELVA G. SCHUYLER, DECEASED
FIRST AND FINAL ACCOUNT OF
MANUFACTURERS AND TRADERS
TRUST COMPANY, EXECUTOR AND
SCHEDULE OF PROPOSED
DISTRIBUTION
Murrel
R. Walters, III, Esq.
54 West Main Street
Mechanicsburg, PA 17055
Tel. No. 717-697-4650
A copy of said Statemem wes Included 'Mth the no'ice.
~ h{%reby certi'h/that written notloe of the firing Of
{his Account, and of the date, time and place
whe~ the same will he preeent~d to ~e Court
for con§rmat~O~ and o~ the le~ d~y to ~e wr~ten
~)~ections to said Account, haa been given to
eve~ unpaid claimant and to every o~te~ person
known to ~ accounte~t to have o~ claim a~
interest in the estate as credtio~, bene~m~trY,
heir or next of kin~
STATUS REPORT UNDER RULE 6.12
Name of Decedent: fL U/~
Date of Death: ~E /~
will .o. . 03-0DS
c.
eoo 3
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:
State whether administration of the estate is complete:
Yes ~ No
2. If the answer is No, state when the personal
representative reasonably believes that the administration will be
complete:
3. If the answer to No. 1 is Yes, state the following:
a. Did the personal representative file a final
account with the Court? Yes No
b. The separate Orphans' Court No. (if any) for
the personal representative's account is:
c. Did the personal representative state an
account informally to the parties in interest? Yes No
d. Copies of receipts, releases, joinders and
approvals of formal or informal accounts may be filed with the
Cerk of the Orphans' Court and may be attached to this report.
Date:
O' '
_
Nam~ (Please t~e o~ pri~).
~ A S S
Capacity:
Personal Representative
(MAH: rmf/AM3 )
__Counsel for personal
representative
BUREAU OF ZND/VZDUAL TAXES
TNHERTTANCE TAX DTVZSTON
DEPT. 2806O1
HARRTSBURG,, PA 17128-G601
CONHONHEALTH OF PENNSYLVANZA
DEPARTHENT OF REVENUE
INHERITANCE 'TAX
STATEHENT OF ACCOUNT
REV-16g? EX AFP CDi-O3)
HARIA A TOHPKINS
H ~ T INVESTHENT GROUP
1N HIGH ST
CARLISLE PA 17015
DATE 06-01-2004
ESTATE OF SCHUYLER
DATE OF DEATH 06-18-2005
FILE NUNBER 21 05-0562
COUNTY CUHBERLAND
ACH 101
Amount: Rem/'l:'l:ed
ELVA G
HAKE CHECK PAYABLE AND REHZT PAYHENT TO:
REGISTER OF HILLS
CUNIIERLAND CO COURT HOUSE
CARLISLE, PA 17013
NOTE: To insure proper credi~ t:o your account, submi~ ~he upper por~cion of ~his form wi~h your ~ax payment.
CUT ALONG TH'rS L'rNE ~ RETATN LONER PORT'rON FOR YOUR RECORDS ~
REV-1607 EX AFP (01-03) ~# ZNHER'rTANCE TAX STATEHENT OF ACCOUNT ~
ESTATE OF SCHUYLER ELVA G FZLE NO. 21 05-0562 ACN 101 DATE 06-01-2004
THIS STATEHENT ZS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NANED ESTATE. SHO#N BELON
ZSA SUHNARY OF THE PRZNCZPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APpLTCABLE,
A PROJECTED ZNTEREST FIGURE.
DATE OF LAST ASSESSHENT OR RECORD ADJUSTHEHT: 04-26-2004
PRINCIPAL TAX DUE: ...........................................................................................................................................................................................................................
PAYHENTS (TAX CREDITS):
$8,964.21
PAYHENT RECEIPT DISCOUNT ¢+) AHOUNT PAID
DATE HUHBER INTEREST/PEN PAID (-)
09-10-2005
02-27-2004
05-04-2004
CD002997
CD005615
CD005899
1,$68.42
.00
26,000.00
10,545.85
1,056.20
ZF PAID AFTER THIS DATE, SEE REVERSE
SIDE FOR CALCULATION OF ADDITIONAL INTEREST.
ZF TOTAL DUE ZS LESS THAN $1,
NO PAYHENT ZS REQUIRED.
ZF TOTAL DUE ZS REFLECTED AS A "CREDIT' (CR},
YOU NAY BE DUE A REFUND. SEE REVERSE S/DE OF THIS FORH FOR /NSTRUCT/ONS.
5.43-
TOTAL TAX CREDIT 38,965.02
BALANCE OF TAX DUE .81CR
ZNTEREST AND PEN. .00
TOTAL DUE .81CR
PAYMENT:
Detach the top portion of this Notice and submit with your payment made payable to the name and address
printed on the reverse side.
-- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF NILLS, AGENT.
-- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONNEALTN OF PENNSYLVANIA.
REFUND (CA): A refund of a tax credit, ehich mas not requested on the Tax Return, may be requested by completing an
"Application for Refund of Pennsylvania Inheritance and Estate Tax"' (REV-1313). Applications are available at
the Office of the Register of Nills, any of the Z3 Revenue District Offices or from the Department's gq-hour
answering service for forms ordering: 1-&OO-36g-z050; services for taxpayers with special hearing and / or
speaking needs: 1-SOO-~q7-30ZO (TT only).
REPLY TO:
Questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau
of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB060[, Harrisburg, PA [7[Z8-0601, phone
(7[7) 787-650S.
DISCOUNT:
If any tax due is paid within three (3) calendar months after the decedent's death, a five percent (SI) discount
af the tax paid is allowed.
PENALTY:
The iS[ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and nat
paid before January [8, [996, the first day after the end of the tax amnesty period.
INTEREST:
Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of
death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of
six (6Z) percent per annum calculated at a daily rate of .OOO[6q. A11 taxes which became delinquent on and after
January 1, 198Z wi1! 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 198g through ZOOq are:
Interest Daily interest Daily Interest Daily
Year Rate Factor Year Rate Factor Year Rate Factor
1982 20Z .0005qB 1988-1991 l[Z .00030[ ZOO1 92 .O00Zq7
19B3 162 .O00q38 [99g 92 .0002q7 2002 62 .00016~
198q l[Z .000301 1993-199q ?Z .000192 2003 52 .000137
1985 [3Z .000356 X995-1998 9Z .O00Zq7 ZO0~ ~Z .000110
1986 IOZ .00027¢ 1999 7Z .OOOlgZ
I987 92 .0002~7 2000 82 .O00Z19
--Interest is calculated as follows:
TNTEREST = BALANCE OF TAX UNPA'rD X NUNBER OF DAYS DELI'NQUENT 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 payment is made after the interest computation date shown an the
Notice, additional interest must be calculated.
INRE:
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
EL V A G. SCHUYLER
: ORPHANS' COURT DIVISION
: NO. 21-03-0562
t"...:!
~:;cj
(_.d
PETITION FOR TERMINATION OF TRUST 8
IN ACCORDANCE WITH 20 PA. CONS. STAT. ANN. ~ 6102"'1
TO THE HONORABLE, THE JUDGES OF THE SAID COURT:
--",
Murrel R. Walters III, Esquire, Attorney for the Estate of Elva G. Schuyler
presents this Petition of Manufacturers and Traders Trust Company and respectfully
states that:
1. Elva G. Schuyler died a resident of Cumberland County, Pennsylvania on
June 18, 2003, leaving a Will dated October 10, 1997, which was probated in the Office
of the Register of Wills of Cumberland County, Pennsylvania, on July 11, 2003. A copy
of the Will is attached hereto as Exhibit "A".
2. Decedent, in Item V and Item VI of her Will, gave twenty (20%) percent
of her residuary estate to Dauphin Deposit Bank & Trust Company, now Manufacturers
and Traders Trust Company, Trustee, to be held in trust for the benefit of Second United
Church of Christ, Green & Verbeke Streets, Harrisburg, Pennsylvania. The funds were to
be maintained by the Trustee for the benefit of the Church and paid out in five (5) annual
installments.
3. The First and Final Account of Manufacturers and Traders Trust
Company, Executor under Decedent's Will, was filed and confirmed nisi by adjudication
dated July 23,2004 and thereafter confirmed absolutely.
if
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4. The Trust has a present market value of $130,556.27, as shown in the First
and Final Account.
5. Termination is requested under 20 Pa. Cons. Stat. Ann. S 6102(a) because
the principal of the trust produces an insufficient income and professional management is
economically unfeasible.
6. Petitioner requests that the Court order the termination of the trust and
award the entire principal and any undistributed income outright to Second United
Church of Christ, Harrisburg, Pennsylvania, under 20 Pa. Cons. Stat. Ann. S 6102(a).
7. The consent of Second United Church of Christ, Harrisburg, Pennsylvania,
is attached to this Petition.
WHEREFORE, Petitioner respectfully requests this Court enter an Order
terminating the Trust under Item V and VI of the Will dated October 10, 1997 ofElva G.
Schuyler, Deceased and awarding the balance of principal and undistributed income to
Second United Church of Christ, Harrisburg, Pennsylvania.
Murrel R. Walters, III, Esquire
Attorney for Petitioner
54 East Main Street
Mechanicsburg, P A 17055
(717) 697-4650
l.D. No. 24849
VERIFICATION
I verifY that the statements made in this Petition are true and correct. I understand
that false statements herein are made subject to the penalties of 18 Pa. C.S. S4904, relating
to unsworn falsification to authorities.
JAIol 0- ~oo5
Date
~
J e F. Burke, Vice President
Manufacturers and Traders Trust Company
INRE:
ESTATE OF
ELVAG. SCHUYLER
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYL V ANlA
: ORPHANS' COURT DIVISION
: NO. 21-03-0562
CONSENT TO TERMINATION OF TRUST
~ REV, MICHAEL W BEYNON
,of the Second United Church
of Christ, Harrisburg, Pennsylvania, Beneficiary under Item V and Item VI of the Will
dated October 10, 1997, ofElva G. Schuyler, Deceased, have read the petition for
termination to which this consent is attached and I join in the request that the Court
terminate the trust and award the net balance of principal and undistributed income to the
Second United Church of Christ, Harrisburg, Pennsylvania outright.
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CATHERINE D. NVE
ADMINISTRATIVE ASSISTANT
LAST WILL AND TESTAMENT
BE IT REMEMBERED THAT
I, ELVA G. SCHUYLER, a resident of Cumberland County,
Pennsylvania, being of sound and disposing mind, memory and
understanding, do make, publish and declare this to be my LAST WILL
and TESTAMENT, hereby revoking any and all Wills and Codicils
previously made by me.
I
I declare that I am not married, my beloved husband, LESTER W.
SCHUYLER, having predeceased me.
II
I direct that all my just debts and funeral expenses shall be
paid from my residuary estate as soon as practicable after my
decease.
III
I direct that all taxes that may be assessed in consequence of
my death, of whatever nature and by whatever jurisdiction imposed,
shall be paid from my residuary estate as a part of the expense of
the administration of my estate.
IV
I give and bequeath the sum of Two Thousand ($2,000.00)
Dollars to each of the following named persons who survives me:
My sister-in-law, EDNA BaTT;
My niece, DIANE HAIGHT;
My nephew, DONALD BaTT;
My friend, WINIFRED SHAFFER;
My friends, GEORGE KAUFMAN and ELAINE KAUFMAN
or the survivor thereof.
v
All the rest, residue and remainder of my estate, whether real
or personal, wherever situate, including any property over which I
may have a power of appointment, I give, devise and bequeath as
follows:
EXHlfjlT
1
20% in trust to the SECOND UNITED CHURCH OF
CHRIST, Green & Verbeke streets, Harrisburg,
Pennsylvania or to the church where I am a
member at my death;
10% to the ALZHEIMER'S
DISORDERS ASSOCIATION,
Illinois;
DISEASE AND RELATED
INC., of Chicago,
10% to the
pennsylvania;
ARTHRITIS
FOUNDATION,
Camp
Hill,
10% to MEALS ON WHEELS, Mechanicsburg, PA;
10% to the CITIZENS FIRE COMPANY OF MECHANICSBURG;
10% to the MECHANICSBURG AMBULANCE ASSOCIATION;
30% to be divided equally among those who
survive me from EDNA, DIANE, DONALD, WINIFRED,
GEORGE and ELAINE.
VI
I appoint Dauphin Deposit Bank and Trust Company as trustee of
the funds that I have given to the Second United Church of Christ,
Green & Verbeke Streets, Harrisburg, or to the church where I am a
member at my death. These funds are to be maintained by the bank
for the benefit of the church and paid out in five (5) annual
installments.
Each installment shall consist of one-fifth of the
original principal amount plus any interest that has accrued since
the last payment. A determination by the trustee as to the payment
dates and amount of payments shall be controlling.
VII
I nominate, constitute and appoint DAUPHIN DEPOSIT BANK AND
TRUST COMPANY, as Executor of this LAST WILL, to serve without
bond.
IN WITNESS WHEREOF, I, ELVA
this LAST WHL this I D~ day of
G. SCHUYLER, have set my hand to
{)clo~.
1997.
"C~ g r14YLA--/
ELVA G. SCHUYLER
2
Signed, sealed, published and declared by the above-named ELVA
G. SCHUYLER, as and for her Last will and Testament, in the
presence of us, who, at her request and in her presence, and in the
~:~~:~~:e.Of Mch other, hove he~Crl ed;f:i~mo'o'
cti(JA'VCO" ~ iZLl ;J~L.
3
ACKNOWLEDGEMENT
COMMONWEALTH OF PENNSYLVANIA
ss.
COUNTY OF CUMBERLAND
I, ELVA G. SCHUYLER, Testatrix, whose name is signed to the
attached or foregoing instrument, having been duly qualified
according to law, do hereby acknowledge that I signed and executed
the instrument as my LAST WILL; that I signed it as my free and
voluntary act for the purposes therein expressed.
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ELVA G. SCHUYLER
Sworn or affirmed to and acknowledged before me
SCHUYLER, Testatrix, this 10 '-ifi.- day of OcfD6eA
by ELVA
, 1997.
G.
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Notary Public
Notarial Seal
Diane M. Smith, Notary Public
Mechanicsburp BOrD, Cumberland County
My Commission ExpIres June 22, 2000
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AFFIDAVIT
COMMONWEALTH OF PENNSYLVANIA
ss.
COTJNTY OF CUMBERLAND
We, /Jlw-({ I Ii(. jLh.I+H~Jir and /...Ll<:tA}Al.~ fYI. ;'.((2/h~
the witnesses whose names are signed to the attached or foregoing
instrument being duly qualified according to law, do depose and say
that we were present and saw Testatrix sign and execute the
instrument as her LAST WILL; that ELVA G. SCHUYLER, signed
willingly and that she executed it as her free and voluntary act
for the purposes therein expressed; that each of us in the hearing
and sight of the Testatrix signed the Will as witnesses; and that
to the best of our knowledge, the Testatr'x was qt t e. time 18
years of age or more, of sound mind d nd r' c ~/Ii~
undue influence, ~~
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Sworn or affirmed to
this /6 ~ day of
and acknowledged before me
(jaio~/\. ' 1997.
Jl~~.~
Notary Public
D. NOla,ial Seal
'ane M. Smnh N
Meehaniesbu, B ,otary Public
My CommlssPon E~p~~:J~~:~~ C20untv
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INRE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
ORPHANS' COURT DIVISION
NO. 21-03-0562 ORPIIANS' COURT
ESTATE OF ELVA G.
SCHUYLER
ORDER OF COURT
AND NOW, this 8th day of February, 2005, upon consideration of the Petition lar
Termination of Trust, a hearing is scheduled tar Monday. April 11 ,2005, at 9:30 a.m.. in
Courtroom No.1, Cumberland County Courthouse, Carlisle, Pennsylvania. Petitioner is
directed to provide notice of the Petition for Termination of Trust and the hearing to the
Pennsylvania Attorney General pursuant to 20 Pa. C.S. 96110 and to the beneficiary.
BY THE COURT,
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J. Wesley Oler, Jr.?
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Murrel R. Walters, IJl, Esq.
54 East Main Street
Mechanicsburg, PA 17055
Attorney t()[ Petitioner
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IN RE:
IN THE COURT OF COMMON PLEAS OF
CUMBERLAND COUNTY, PENNSYLVANIA
v.
ESTATE OF ELVA G.
SCHUYLER
ORPHANS' COURT DIVISION
NO. 21-03-0562 ORPHANS' COURT
ORDER OF COURT
AND NOW, this 11th day of April, 2005, upon
consideration of the Petition for Termination of Trust in
accordance with 20 Pa. C.S. Section 6102, and following a hearing
at which evidence was presented in support of the petition, the
record shall remain open for purposes of counsel's provision of an
indication of the Pennsylvania Attorney General's position with
respect to the petition and, at such time as that is filed of
record in the form of a representation by counsel, the Court will
enter an order granting the petition in the absence of objection by
the Attorney General.
By the Court,
Murrel R. Walters, III,
54 East Main Street
Mechanicsburg, PA 17055
For the Petitioner
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J. Wesley or
Esquivi-e
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COMMONWEALTH OF PENNSYLVANIA
OFFICE OF ATTORNEY GENERAL
TOM CORBETT
ATTORNEY GENERAL
April 20,2005
(J''\
Charitable Trusts and
Organizations Section
14th Floor, Strawberry Square
Harrisburg, PA 17120
(717) 783-2853
(717) 787-1190 (Fax No.)
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Mutiel R~- W9-lters, III
Atto,ri;teyat'Law
54 East Main Street
Mechanicsburg, PA 17055-3851
Re: Estate of Elva G. Schuyler
Cumberland County Orphans' Court Division No. 21-03-0562
Dear Mr. Walters:
I have reviewed the petition entitled, "Petition for Termination of Trust in
Accordance with 20 Pa.Cons.Stat.Ann. S 6102." At this time, the Attorney
General's Office has no objection to your petition, prayer and proposed final
decree.
However, I note that the order of Court scheduling a hearing in the
matter was Monday, April 11, 2005 at the Cumberland County Courthouse;
yet, we did not receive a copy of that Court order until April 12, 2005. Your
letter addressed to our office was dated April 11, 2005 and we also received
that the following day, Apri112, 2005. The Orphans' Court Rules require that
the Attorney General's Office receive at least 15 days prior notice before actions
such as this take place in Court. We would have grounds to object for failed
notice in this proceeding.
Because the trust appeared to payout the entire amount of the funds
over the course of five years, we will regard this lapse in notice as a "no harm
no foul situation". Since under the circumstances, we would not otherwise
object to your termination petition, our office will not do so merely on the
notice issue.
Murrel R. Walters, III
Re: Estate of Elva G. Schuyler
April 20, 2005
Page 2
Therefore, this no objection letter would stand as letter of clearance post
proceedings with respect to the above-referenced trust termination.
Sincerely yours,
7L- /11. (jJ
Thomas M. Devlin
Senior Deputy Attorney General
MURREL R. W ALTERS, III
Attorney at Law
54 East Main Street
Mechanicsburg, PA 17055-3851
(717) 697-4650
(717) 697-9395 Fax
April 26, 2005
Honorable J. Wesley Oler, Jr.
Cumberland County Courthouse
High and Hanover Streets
Carlisle, PA 17013
Via Hand Delivery
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Re: Estate Of Elva G. Schuyler; Orphan's Court Division; 21-03-0562
Dear Judge Oler:
When the hearing was held April 11, 2005 on my petition to terminate a trust, the
consent of the Attorney General was not available.
I contacted the office of the Attorney General who has prepared a "no objection
letter" and I have included the original with this letter.
It is my understanding that with this letter you are now in a position to enter a
final order. Should you require any additional information, please contact me. I thank
you for your consideration and assistance in this matter.
MRW I dlr
Enclosure
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INRE:
: IN THE COURT OF COMMON PLEAS OF
: CUMBERLAND COUNTY, PENNSYLVANIA
ESTATE OF
EL V A G. SCHUYLER
: ORPHANS' COURT DIVISION
: NO. 21-03-0562
FINAL DECREE
AND NOW, this 2. <tit day of ~ p r', [
, 2005, upon
consideration of the petition of Manufacturers and-Traders Trust Company, it is ordered
and decreed that the Trust under Item V and Item VI of the Will dated October 10, 1997,
ofE1va G. Schuyler, Deceased, is hereby terminated, and the balance of principal and
undistributed income is hereby awarded to Second United Church of Christ, Harrisburg,
Pennsylvania.
By the Court:
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Cumberland County Register of Wills
One CourtHouse Square
Carlisle, P A 17013
STATUS REPORT UNDER RULE 6.12
Name of Decedent:
Elva G. Schuyler
Date of Death:
June 18, 2003
Will No.:
21030562
Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, 1 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. Ifthe answer is No, state when the personal representative reasonable believes that the
administration will be complete:
3. lfthe answer to No.1 is Yes, state the following:
a. Did the personal representative file a final account with the Court:
Yes-----X No_
b. The separate Orphans' Court No. (if any) for the personal representative's
account is:
c. Did the personal representative state an account informally to the parties
in interest? Yes No
d. Copies of receipts, releases, joinders and approvals offormal or informal
accounts may be filed with the Clerk of the Orphans' Court and may be
attached to this report.
Hate: May 3, 2005
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cc: Murrel R. Walters, III, Esquire
J e F. Burke, Vice President
anufacturers and Traders Trust Company,
One West High Street
Carlisle, P A 17013
717-240-4504
Personal Representative
Manufacturen and Trader. Tru.t Com/an!
Private Clknt S.I'Vk#l
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