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HomeMy WebLinkAbout04-0134Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Gerald L. P. McFadden also known as Gerald L. McFadden , Deceased Timothy A. McFadden Social Security No. 193-12-7563 Petitioner(s), who is/are 18 years of age or older, apply(les) for: (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut or the Decedent, dated 10/02/2002 and codicil(s) dated None named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: N/^ B. Grant of Letters of Administration (c.t.a.; d.b,n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner(s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 271 Redwood Lane, Middlesex Township, Carlisle, (list street, number, and municipality) Decedent, then 79 years of age, died 01/27/2004 at Carlisle, PA Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania PA 17013 (Location) 3,500.00 situated as follows: Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersi(:Jned: I Sic~nature Typed or printed name and residence ~/~.~ ~ , Timothy A. McFadden ~ 462 Mountain View Drive, Harrisburg, PA 19526 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW- 1 (1991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Petitioner(s) will well and truly administer the estate according to taw. Sworn to or affirmed and subscribed before me this ~ ~-f~ day of ~ % ~egister ,3 Estate of (~er&]-d L. P. McFadden Social Securit7 No: 193-12-7563 AND NOW, d Deceased Date of Death: 01/27/2004 , '2~d¢ ,in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~ Testamentary i-"-I Of Administration (c.ta.: d.b.n.c.t,a.; pendente lite; durante absentia; durante minoritate) are hereby granted to Timothy A. McFadden in the above estate and that the instrument(s) dated ].0/02/2002 described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ Sho~ Ce~ificate(s) ..... $ Renunciation ........ Affidavits ( ) .... $ Extra Pages ( ) .... $ Codicil ........... $ JCP Fee .......... $ Inventory .......... $ Other ........... $ TOTAL ......... $ Prepared by the Pennsylvania Bar Association lO. OD Register of Wi~ - ' ~ ~ Attorney: Jennifer B. Hipp, Esquire I.D. No: 86556 Address: One West Main Street Shiremanstown, PA 17011 Telephone: 717/737-8761 Copyright (c) 1996 form software only CPSystems, Inc. Form RW-1 (1991) Register of Wills of OATH Estate of Gerald L. P. McFadden also known as Gerald L. McFadden Cumberland County, Pennsylvania OF SUBSCRIBING WITNESS , Deceased James D. Bosar, Esquire Jennifer B. Hipp, Esquire (formerly known as Jennifer M. Bogar) (each) a subscribing witness to the ~ codicil(s) r-~ will(s) presented herewith, (each) being duly qualified according to law depose(s) and say(s) that she/he/they was/were present and saw the above Testator(rix) sign the same and that she/he/they signed as a witness at the request of Testator(rix)in his/her/their presence and ['~ in the presence of each other F-~ in the presence of the other subscribing witness(es). (Address) - ~.,~{fer B..~ipp, Esquire (formerly known as sO~ntstMoa~,S;~e~;o11 Jennifer M. Bogar) (Address) Sworn to or affirmed and subscribed before me this il ~ ~ day of Notary Public My Commission Expires: (Signature and seal of Nota~ or other official qua]Wied to administer oaths. Show date of expiration of Notary's commission.) ISM NOYARIAL SEAL BONNIE' L WILLIAMS, NOTARY PUBLIC / HIREMANSTOWN BORO., CUMBERLAND CO.[ Y COMMISSION EXP,!RES APRIL ]8, 20051 NOTE: . To be taken by officer authorized to administer oaths. Please have present the original or copy of instrument(s) at time of notarization. Prepared by the Pennsylvania Bar Association Copyr{ght (c) 1996 form software only CPSystems, [nc. Form #RW-2 (1991) 105.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent filing. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 9962081 No. Local Registrar Date 05.144 Rev. 1/91 #29-199 Gerald AGE (Lalit Birthday) I UNDER 1 YEAR I 79 Yrs. Cumberland Officer 271 Redwood Lane Carlisle PA 17013 COMMONWEALTH OF PENN.~; YLVANIA · DEPARTMENT OF HEALTH · VITAL RECORDS CI: FITIFICATE OF DEATH (Coroner) STATE FILE NUMBER ISEX ISOciAL SECURITY NUMBER DATE OF DEATH (Month, D.y, y.) L McFadden zMale 2. 193-12-7563 4. January 27, 2004 IUNDER t DAY DATE OF BIRTH I I I klIRTHPLACE (City and I PLACE OF DEATH (Chcck only one -- see ~nstructio~s o. other side) Hours (Month, ~ar. 17,1924 I'. Harrisburg, PA~:~'''"'[] E,tO.,,i.., [] ooaU} ~,~ [] R,,,.c,.l~} ,s~'~,[] No~] Yes ~} ti yes, Ipecily Cuban (Specify) k. Middlesex I~. 271 Redwood Lane I~°'~*"'P"'r'°R~'~c' ~o. White Federal Governmen z Y" ~ No [] Elementa~y/Second~c/{0 12) (1-4o~5+)C°llege Oivorced(gpecily) ,3. 11 ,4 Widower ,s- t~. c~um7 Cumber] ~nd t?~.[] ~,~,mual~imi~of ~ FATHER'S NAME (First, M,~le, Last) INFORMANT'S NAME (Type/Palm) Gerald McFadden Timothy A. McFadden Burial [] C~ematk~ [] Removal from Slate [] oo~.E] ~,~ Jnaury 30, 2004 MOTHER'S NAME (Fi¢st. MiddJe, Maiden Surname) ,,. Lav~ra Whitman INFORMANT'S MAILING ADDRESS ~tm~, City/Town, Sla{e, Zip Code) ~. 462 Mountain View, Hamburg, PA 19526 IP.LA~? OF. mSPOSlTION- Name of Cemalmy, CrM~mr~ I LOCATIOR- CyTown, State. Zip Code Cremation Society of I 12~. Pennsylvant~ Cr~matorv [2,, Harrisburg, PA 17109 IL22~N$£NUMBER NAMEANDADDRES$OFEACILITY Cremation Socie'ty of PA 12a~. 4100 JonPstown ~oad, Harrisburg, PA 17109 , ~le and ~ ~ated. L~ENSE NUMBER D.E SIGNED la3b. }2~. ~'~ ,~thermia ~~ ~ Prolonged Exposure to Cold ~E (~ ~ m~ry c. ~ ~ ~h) ~ST DUE ~ (~ ~ A C~SEQUENCE ~: d. [ T=~ 9v onn/. I~ ~ ~ subfreezin tem eratures . - ....... ...................... = ~ ~n~er Deputy coroner I,,. January 29, 2004 'PRONOUNCING AND CERTIFYING PHYSICIAN (Physician both p~onou~c~n0 dealh and ce~lilyin~/tO cause Gl death) ~IAME AND ADDRESS OF PERSON WHO COMPLETED CAUSE DE DEATH 'MEDICALEXAMINER/CORONER Item27)TypeorPrintTodd C. Eckenrode,Chf.Dep. Corone: 32 Mechanicsburg, Pa. 17050 LAST WILL AND TESTAMENT OF GERALD L. P. McFADDEN I, GER3~LD L.P. McFADDEN, of Carlisle, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, TIMOTHY A. MCFADDEN and BARBARA M. HULL, provided that should either of my children predecease me, I give and bequeath that child's share to my surviving child as provided herein. SECOND: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. THIRD: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. FOURTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. FIFTH: I nominate and appoint my son, TIMOTHY A. MCFADDEN, Executor of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said TIMOTHY A. MCFADDEN, I nominate and appoint my daughter, BARBARA M. HULL, Executrix of this, my Last Will and Testament. I direct that my Executor or Executrix, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ~ day of ~ , 2002. GERALD L.P. McFADDEN (SEAL) Signed, sealed, published and declared by the above- named Testator as and for his Last Will and Testament in our presence, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address MEMORANDUM Date: In conjunction with my Last Will and Testament, dated , 2002, the following information may be of some help to my personal representatives in the administration of my estate. This information is in no way intended to be a part of my Will nor to alter in any way anything contained in my said Will. 1. I direct that my last remains be cremated. Furthermore, I direct that my last remains be interred at Fort Indiantown Gap. GERALD L.P. McFADDEN FOR GERALD L.P. MCFADDEN JAMES D. BOGAR ATTORNEY AT LAW ONE WEST MAIN STREET SHIREMANSTOWN, PENNSYLVANIA 17011 CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Gerald L. P. McFadden Date of Death: January 27, 2004 Will No. 21-04-0134 Admin. No. To the Register: I certify that notice of 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 February 12, 2004: Name Address Timothy A. McFadden Barbara M. Hull 462 Mountain View Drive Harrisburg, PA 19526 9 N. Locust Street, Apt. 100 Shiremanstown, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: 2/12/04 Capacity: ~'~l~i , Esquire ~ne~~ ~i~ ~reet Shiremanstown, PA 17011 (717) 737-8761 Personal Representative X Counsel for Personal Representative REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 D E C CAPB HpRL EpIO CRAC KOTK ES INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'SNAME(LAST, FIRST, ANDMIDDLEINITIAL) McFadden Gerald L. P. DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR) 01/27/2004 I 03/17/1924 (if APPL CABle) SURVIVING SPOUSE'S NAME (LAST, FIRSt, AND MIDDle INITIAL) 1. original Return 2. Supplemental Return 4. Limited Estate 4a. Future Interest Compromise (date of death after lZ- 12-82) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) i~ 9. Litigation Proceeds Received ~ 10. Spousal Poverty Credit (date of death between 1Z-31-91 and 1-1-95) OFFICIAL USE ONLY FILE NUMBER 21 - 040134 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 193-12-7563 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER U (date of death 3. Remainder Return priorto 1Z-13-87) 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes ---] 11. Election to tax under Sec. 9113(A) (Attach Sch O) R E C A P I T U L A T I O N C O M T I 0 NAME Jennifer B. Hipp Esquire FI RM NAM E (If Applicable) TELEPHONE NUMBER 717./737-8761 COMPLETE MAILING ADDRESS One }/est: Main St:feet: Shiremanst:own, Pg. 17011 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole -Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [] Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. None None None 2,850.34 20,799.97 None 3,211.00 111.00 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) OFFICIAL L~$E ONLY .-~ (8) 23,650.31 (11) 3,322.00 (12) 20,328.31 (13) (14) 20,328.31 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(aX1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 20,328.31 x .0 0 (is) 0.00 x .0 45 (16) 914.77 X .12 (17) 0. O0 X .15 (18). 0.00 19. Tax Due (19) 914.77 Copyright (c) gO00 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STROll ADDRESS 271 Redwood Lane CITY STATE ZIP Carlisle PA 17013 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) (1) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments 869.03 C. Discount 45.74 Total Credits ( A + B + C ) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line Z0 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 914.77 914.77 0.00 0.00 0.00 0.00 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ......................... [~ ~] b. retain the right to designate who shall use the property transferred or its income; ........... c. retain a reversionary interest; or .................................... d. receive the promise for life of either payments, benefits or care? ................... 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ [~ [-~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. ~ ~'] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................ [~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN, Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Timothy A. McFadden DATE ~ ~ 462 MountainView Dr ~_Z Z/ 0Lt (.J ............................ ' , SIGNATURE ~ARER OTHER THAN REPRESENTATIVE Jennifer B. Hipp Esquire ~E----- If ~//- One West Main Street For dates of~eath on or after July 1, 1994 and before Janua~ 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving sp~se is 3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after Janua~ 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statuto~ requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficial. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twen~-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. 9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. 9116(1.2) [72 P.S. 9116(a)(1 )]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. 9116(a)(1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA iNHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Gerald L. P. McFadden SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY SS# 193-12-7563 01/27/2004 FILE NUMBER 21-040134 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION Contents of home and personal property - sold at private sale Oldsmobile, 1995, VIN - 1G3HY52K5SH312603 - Sold at private sale State Farm Mutual Automobile Insurance Company - refund of automobile insurance Verizon - Refund Union Fidelity Life Insurance Policy - Refund of Life Insurance Policy premium overpayment Mobile Home - Title number A33200435, 1980, sold at private sale Mobile home was originally titled jointly with decedent's spouse Nancy A. McFadden, who predeceased decedent. The mobile home ha~ no value. The mobile home was sold for the nominal consideration of $1.00 with the understanding that the purchaser would assume all of the responsibilities and costs for removal of the home. VALUE AT DATE Of DEATH 500.00 2,000.00 237.91 14.73 96.70 1.00 TOTAL (Also enter on line 5, Recapitulation) 2,850.34 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) ,R,,TIIiFICATE OF TITLE FOR A VEH. I'CLE ":,,,;:,, I Nt~ISER~ YEAR MAKE OF VEHICLE ,; DATE PA TYTLED . ,: DATE OF ISSUE PRIOR 1TR.E STATE OOOM. PROCO,, DAT~ ~ MILES~ UNLADEN WEIGHT GVWR TFrLE BRANDS t~T UENHOI. DER , - - I~NANClAL. IN~Tr~JTION NUMBER 1o. 8456316 COUNTY CODE LAST NAME (OR FUll BUSINESS NAME) FIRST NAME MIDDLE INITIAL DATE ACQUIRED/ PURCHASED CO-PURCHASER COUNTY CODE · ' '=."'~ OF P'elK COPY IVEHICLE IDENTIFICATION'NUMBER :! '.~q: ',. ' * .;.'~ ::~. l~ ='..,~* ..... '~*,~,* MODEL YEAR BODY TYPE (CP, TI(, ETC,.) CONDmON . · -: - OR~l~.'PLA'f~ '~'"C.g~'O~ ............. ' ' =: .', ~ ........ ~'"6F PRE~OU~Y ,~U~o ~- "'"?"'~' [] Pt. ATE TO BE ISSUED BY TRANSFER & P~%IE~ OF PLATE .~ : .BUREAU (PROOF. OFIN-- I--q.TR~NsFF_~.&:REPiZ~NTO~Pt.~rE,-.....;.~ ~: -.C.... SURANCE MUST eE AT: ] EXCHANGE PLATE TO BE ISSUED B~ BUREAU [] ' TEM~FI":A~': ':' EXPIRES Processing Free 8..~t (.A~.. ~ thru Said One 11.GRAND TOTAL Ched< in (Add 9 & 10) This Amount REASON FOR REPLACEMENT OF ~GN HERE WHOM PLATE IS BEING TRANS- FERRED (IF OTHER THAN APPLICANT) VEHICLE PURCHASED. UNLADEN WEIGHT !REO. REG. GROSS WT. WEIGHT INFO. . ..... LOAD NAME .. ['--~NEVF-.RRECENED(LDSTINMAJL) ............. : ' ' ' :':'* , .. NOTE: ~.'NEVER RECENED%bloc~ is checked~ =ppl~-~ht must complete Fo~m MV~4: ~ ¢'7 RELATIONSHIP TO APPUCANT = RECL REG. GROSS COMB, ~ . .-:= : %,:i-.,rd:.~ :.~.. 'WT,.(IF.N:~'~I, C,,~BI~..E) -., ;:'... :'-" , ';~.'.'.. _NOT_E: If a co-purchaser other than your spouse is listed and you want the t t e to be listed as 'Joint Ten'ants With I~ight of Survivorship' (On death of one owner, title goes to surviving owner ) CHECK HERE i"]. OtherwiSe~ the title Iwill b~ issued as 'Tenants in Com~0'~-(.On-death 5f':o'n"&' o~-r~F,: hterest of deceased owner aoes to his/her heirs or ]estate). ' ..... ' .. INOTE IF THE VEHICLE IS TO BE USED AS A DALLY RENTAL OR LEASED VEHICLE: CHECK THIS BLOCK [] . IF m_OCK IS CHECKED, COMPLETE AND ATTACH FORM MV-IL MESSENGER' NUMBER: 1. BUREAU OF MOTOR VEHICLES · ...~=, I~TELEPHONE NUMBER S~m of ~ ~ ~ ~ ~ ~PHONE ~MBER r THE VEHICLE IS INSURED AND" ' ~".'~ ' ISSUED TEMPORARY REGISTRATION TO THE ABOVE APPUCANT, JN COMPLIANCE WITH ALL APPUCABLE PROVISIONS OF THE VEHICLE CODE - AND DEPARTMENT REGULATIONS.:., .... - ;"~' . , . ...... I,/W~*,,C,..~'~,I,.~_Y .,TH~AT..~ .;.~I/_.V.~...__HA_VE_..EXALvlI~___ ED AND. SIG...N~:)._ THIS.FORM ~.-~ Frs ..COMPI.~K~I INFORrvlAj~..ON GIVEN IS TRUE AND:CORRECT..IF AN EXEMPTION:.' .. o ~.,~,./~4mrg, ~ 1"11= Pu~ PUF~THI~.R CERTIFIES THAT HE/SHE IS AUTHORIZED TO CLAIM THIS EXEMPTION. I/WE ACK~DGE TI-IAT I/WE MAY LOSE MY/OUR OPERATING PRMLEGE(S) OR VEHICLE REGISTRATION(S) FOR FAILURE TO MAINTAIN FINANCIAL RESPONSIBIUTY ON THE CURRENTLY REGISTERED VEHICLE FOR THE PERIOD OF REGISTRATION. I/WE ACKNOWLEDGE THAT I/WE MAY BE SUBJECT TO A FINE NOT EXCEEDING $5,000 AND LMPRISONMENT OF MORE THAN TWO YEARS FOR ANY FALSE STATEMENT 3HAT PROGRS~IY£ ACCIDENT INFORMATION CARD (Give to other driver at scene of accident) FOR IMMEDIATE ASSISTANCE CALL 1-800-274-4499 24 HOURS-A-DAY, 7 DAYS-A-WEEK PROGRESSIVE NORTHERN INSURANCE COMPANY RZCHARD T WILLS 107 N YORK STREET MECHAN[CSBURG POLICY NUMBER 56098418-5 EFFECTIVE DATE 09/15/03 EXPIRATION DATE PA 17055~ 03/15/04 OFFICE ISSUING THI.~ CARD: CLEVELAND Applicable with respect to the following Motor :Vehicle YEAR MAKE/MODEL VEHICLE IDENTIFICATION NUMBER 1994 LINC0 C0NTINENTAL4D~ 1LNLMg?44RY?53992 ~.~"~1~ .o: 12 480 449 D~ 07 = ~ ~ ~ 0612512006 RICHARD T ~LLS 107 N YORK ST MECHANICSBURG PA 1 "0 rMENT TION 5 · 991 CERTIFICATE OF TITLE TO A MOTOR VEHICLE OR TRAILER ACCOUNT CONTROL NUMBImR 800 2.10 505208630-20 GE&~.LO L P & NANCY A MC,E: ~00~ CODE LEGEND 271 REDWO00 LN A:ANTIQUE VEHICLE C --.-- CLASSIC VEHICLE COUNT~,Y MNR R D & E=ELECTRICVEHICLE CARLI "' PA 17r113 F = OUT OF STATE VEHICLE P = PORMERLY A POLICE VEHICLE VEHICLE ~ REPRESENTA'I~V~ SECOND LIEN FAVOR OF: LIEN RELEASED OATI~ BY Au'r~o.~z~D 1.5~.'tif7 rh~ ~ r~ble ~ili{~e ~us~in~ininst~ ~ements ~ez~red t~r~c~e or ~¢ to cue vehicle a~crivea n~e~, a~ t~ the ~f of o~n~s~p of said vehicle ~es~ed with said applic~ wa~ants the issua~e of chis c~ufmare ~ming the applica~ ~ law/vi own~ of said vehicle. Wh~dore, I c~if~ ch~ ~ oi the dare ins~ibed h~, cid r~ of the P ~lvania Depar~c of Tr ampor~ation REV-1509 EX + (1-97) SCHEDULE F JOINTLY-OWNED PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Gerald L. P. McFadden SS~/ 193-12-7563 01/27/2004 21-040134 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A.Barbara M. Hull Daughter 9 N. Locust Street Shiremanstown, PA 17011 JOINTLY-OWNED PROPERTY: LETTER DATE DESCRIPTION Of PROPERTY % OF DATE OF DEATH Include name of financial institution and bank ITEM FOR JOINT MADE account numberor similar Identifying number. DATE OF DEATH DECD'S VALUE OF NUMBER TENANT JOINT Attach deed forjointly-heldrealestate. VALUE OF ASSET INTEREST DECEDENT'S INTERES 1 A 02/07/83 M&T Bank - Checking Account 41,599.95 50.00% 20,799.97 No. 990183, date of death balance $41,599.95, accrued interest $0.00 TOTAL (Also enter on line 6, Recapitulation) $ 20,799.97 (If more space is needed insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1509 EX (Rev. 1-97) M&T 499 Mitchell Road, Millsboro, DE 19966 Mail Code DE-MB-12 James D. Bogar Attorney At Law One West Main Street Shermanstown, PA 17011 Phone (888) 502-4349 Fax (302) 934-2955 Febmaxy 19, 2004 Re: Estate of Gerald L. P. McFadden Social SecuriP?: 193-12- 7563 Date of Death: January, 27, 2004 Dear Ms. Jennifer B. Hipp: Per your inquiry dated February 11, 2004, please be advised that at the time of death, the above-named decedent had on deposit with this bank the following: 1. Type of Account Checking Account Account Number 990183 Ownership (Names 099 Gerald L P McFadden Barbara M Hull Opening Date 02/07/83 Balance on Date of Death $41,599.95 Accrued Interest $ O. O0 $41,599.95 Please be advised there was no safe deposit box found for the above decedent For further account information, closures and/or reimbursement of funds please call the Carlisle Pike Office at # 717-795-1710. Sincerely, Nancy Clagett Records Management REV- 1511 EX + (1-97) SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Gerald L. P. McFadden SS# 193-12-7563 01/27/2004 21-040134 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION AMOUNT 1 2 3 4 FUNERAL EXPENSES: Pastor for Funeral Patriot News Co. - Service Fee Obituary ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Social Security Number(s) / EIN Number of Personal Representative(s) Street Address City State Zip Year(s) Commission Paid: Attorney's Fees Jennifer B. Hipp Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Country Manor Mobile Home Park - Lot rent Cremation Society of Pennsylvania Death Certificates PP&L - Final Bill RESERVES: Costs to conclude administration of Estate including filing fee for PA Inheritance Tax Return, Inventory and First & Final Account; preparation of Personal and Fiduciary Income Tax Returns UGI Final Bill Total of Continuation Schedule(s) 50.00 81.06 1,750.00 56.00 330.50 25.00 69.70 500.00 324.18 24.56 TOTAL (Also enter on line 9, Recapitulation) $ 3,211.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Gerald L. P. McFadden Soc Sec #: 193-12-7563 Date of Death: 01/27/2004 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 6 Verizon - Final Bill 24.56 24.56 REV-151Z EX + (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Gerald L. P. McFadden SS~/ 193-12-7563 01/27/2004 21-040134 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION AMOUNT 1 United States Treasury - Federal Personal Income Tax Payment 111.00 TOTAL (Also enter on line 10, Recapitulation) $ 11'1.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1512 EX (Rev. 1-97) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Gerald L. P. McFadden SS~/ NUMBER 2 II. SCHEDULE J BENEFICIARIES 193-12-7563 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY 01/27/200~ TAXABLE DISTRIBUTIONS [include outright s~usa) distribution, and tra~fers under Sec, 9116(~1.~] Barbara M. Hull 9 North Locust Street Apartment 100 Shiremanstown, PA 17011 Timothy A. McFadden 462 Mountain View Drive Boyertown, PA 19526 RELATIONSHIP TO DECEDENT Do Net List Trustee(s) Daughter S on FILE NUMBER 21- 040134 AMOUNT OR SHARE OF ESTATE One-half of rest, residue and remainder One-half (1/2) of rest, residue and remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18. AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $ 0.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) LAST WILL AND TESTAMENT GERALD L. P. McFADDEN I, GEP~ALD L.P. McFADDEN, of Carlisle, Cumberland County, Pennsylvania, make, publish and declare this as and for my Last Will and Testament, hereby revoking all other Wills and Codicils heretofore made by me. FIRST: I devise and bequeath all the rest, residue and remainder of my estate of whatever nature and wherever situate, including any property over which I hold power of appointment and together with any insurance policies thereon, in equal shares, to my children, TIMOTHY A. MCFADDEN and BARBA/{A M. HULL, provided that should either of my children predecease me, I give and bequeath that child's share to my surviving child as provided herein. SECOND: In addition to all powers granted to them by law and by other provisions of this Will, I give the fiduciaries acting hereunder the following powers, applicable to all proper- ty, exercisable without court approval and effective until actual distribution of all property: (A) To sell at public or private sale, or to lease, for any period of time, any real or personal property and to give options for sales, exchanges or leases, for such prices and upon such terms (including credit, with or without security) or conditions as are deemed proper. This includes the power to give legally sufficient instruments for transfer of the property and to receive the proceeds of any disposition of it. (B) To partition, subdivide, or improve real estate and to enter into agreements concerning the partition, subdivi- sion, improvement, zoning or management of real estate and to impose or extinguish restrictions on real estate. (C) To compromise any claim or controversy and to abandon any property which is of little or no value. (D) To invest in all forms of property, including stocks, common trust funds and mortgage investment funds, without restriction to investments authorized for Pennsylvania fiduci- aries, as are deemed proper, without regard to any principle of diversification, risk or productivity. (E) To exercise any option, right or privilege granted in insurance policies or in other investments. (F) To exercise any election or privilege given by the Federal and other tax laws, including, but not necessarily being limited to, personal income, gift and estate or inheritance tax laws. (G) To make distributions to my herein named benefici- aries in cash or in kind or partly in each. (H) To borrow money from themselves or others in order to pay debts, taxes, or estate or trust administration expenses, to protect or improve any property held under my will, and for investment purposes. (I) To select a mode of payment under any qualified retirement plan (pension plan, profit sharing plan, employee stock ownership plan, or any other type of qualified plan) to the extent the plan or the law permits them to do so, and to exercise any other rights which they may have under the plan, in whatever manner they consider advisable. THIRD: I direct that all inheritance, estate, trans- fer, succession and death taxes, of any kind whatsoever, which may be payable by reason of my death, whether or not with respect to property passing under this Will, shall be paid out of the principal of my residuary estate. FOURTH: All interests hereunder, whether principal or income, which are undistributed and in the possession of the fiduciaries acting hereunder, even though vested or distribut- able, shall not be subject to attachment, execution or sequestra- tion for any debt, contract, obligation or liability of any beneficiary, and furthermore, shall not be subject to pledge, assignment, conveyance or anticipation. FIFTH: I nominate and appoint my son, TIMOTHY A. MCFADDEN, Executor of this, my Last Will and Testament. In the event of the death, resignation or inability to serve for any reason whatsoever of the said TIMOTHY A. MCFADDEN, I nominate and appoint my daughter, BARBARA M. HULL, Executrix of this, my Last Will and Testament. I direct that my Executor or Executrix, as the case may be, and their successors, shall not be required to post security or a bond for the performance of their duties in any jurisdiction. IN WITNESS WHEREOF, I have hereunto set my hand and seal to this, my Last Will and Testament, this ~( day of ~T~'c , 2002. GERALD L.P. McFADDEN Signed, sealed, published and declared by the above- named Testator as and for his Last Will and Testament in our presence, who, at his request, in his presence and in the presence of each other, have hereunto subscribed our names as attesting witnesses. Address Address 3 MEMORANDUM In conjunction with my Last Will and Testament, dated , 2002, the following information may be of some help to my personal representatives in the administration of my estate. This information is in no way intended to be a part of my Will nor to alter in any way anything contained in my said Will. 1. Furthermore, Indiantown Gap. I direct that my last remains be cremated. I direct that my last remains be interred at Fort GERALD L.P. McFADDEN (SEAL) Register of Wills of CUMBERLAND INVENTORY County, Pennsylvania Estate of Gerald L. P. McFadden also known as , Deceased No. 21-040134 Date of Death 01/27/2004 Social Security No. 193 - 12 - 7563 Timothy A. McFadden, Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/VVe verify that the statements made in this Inventory are true and correct. [/VVe understand that false statements herein are made subject to the penalties of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: Jennifer B. Hipp Esquire I.D. No.: 86556 Address: One West Main Street Shiremanstown, PA 17011 Telephone: 717/737-8761 Personal Representative Signature: ~~~ Timothy A. McFadden Signature: Address: 462 MountainView Dr I~ambur~, PA 19526 Telephone: 610-562-5664 Dated: Description (See continuation page(s) attached) (Attach additional sheets if necessary) ~--IValue Total: 2,850.34 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. j~ Prepared by the Pert.sylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form ~RW-? (199Z) Estate of: Date of Death: County: INVENTORY Gerald L. P. McFadden 01/27/2004 Cumberland CASH: Contents of home and personal property - sold at private sale Oldsmobile, 1995, VIN - 1G3HY52K5SH312603 Sold at private sale State Farm Mutual Automobile Insurance Company - refund of automobile insurance Union Fidelity Life Insurance Policy - Refund of Life Insurance Policy premium overpayment Verizon - Refund 500.00 2,000.00 237.91 96.70 14.73 PERSONAL PROPERTY: Mobile Home Title number A33200435, 1980, sold at private sale. Mobile home was originally titled jointly with decedent's spouse, who predeceased decedent. 1.00 2,849.34 ~ 1.00 -1- TOTAL RECEIPTS OF PRINCIPAL ............... 2,850.34 -2- 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 003859 HIPP JENNIFER B. ESQ. ONE WEST MAIN STREET SHIREMANSTOWN, PA 17011 ........ fold ESTATE INFORMATION: SSN: 193-12-7563 FILE NUMBER: 2104-01 34 DECEDENT NAME: MCFADDEN GERALD L. P. 'DATE OF PAYMENT: 04/23/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/27/2004 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $869.03 REMARKS: CHECK//758 SEAL TOTAL AMOUNT PAID: $869.03 INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZNDZVTDUAL TAXES TNHERTTANCE TAX DZVTSZON DEPT. 280601 HARRTSBURg, PA 1712R-0601 CONNONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-l;47 EX AFP Cnl-OS) JENNIFER B HIPP ESQ HAIN ST SHIREHANSTOWN PA 17011 DATE 06-1q-ZOOq ESTATE OF HCFADDEN DATE OF DEATH 01-27-200q FZLE NUMBER 21 0q-015~ COUNTY CUHBERLAND ACN 101 Amount Reai'l:tad GERALD L HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 1701:5 CUT ALONG TH'rS LZNE ~,~ RETAZN LONER PORT'rON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF INHERITANCE TAX APPRAVSEHENT, ALLONANCE OR D/SALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF HCFADDEN GERALD L FILE NO. 21 0~-015~ ACN 101 DATE 06-1~-200~ TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE ZNTEREST- SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate (Schedule A) {1) 2. S~ocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnarsh/p Zntarast (Schedule C) ($) q. Mortgages/Notes Reca/vable (Schedule D) (q) 5. Cash/Bank Depos/ts/M/sc. Personal Property (Schedule E) ($) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G} (7) 8. Total Assets APPROVED DEDUCTZONS AND EXENPTZONS= 9. Funeral Expanses/Ada. Costs/M/sc. Expanses (Schedule H) (9) 10. Debts/Mortgage Liabil/~/as/Lians (Schedule I) (10) 11. Total Deductions 12. Nat Value of Tax Return 2~850.$q 20~799.97 .00 .00 NOTE: To insure proper .00 cred/t to your account, .00 submit the upper por~ion .00 of ~his fora w/th your tax payment. (8) $,211.00 111.00 15. 1~. NOTE: 23,650.31 (11) -~. ~22. O0 (~2) 20,528.51 Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) Na~: Value of Estate Sub~ect to Tax (lq) Zf an assessment ~as issued previously, 11nes 1~, 15 and/er 16, 17, reflect figures that include the total of ALL returns assessed to date. O/SCOUNT (+) ZNTEREST/PEN PAZD (-) .00 20,$28.$1 18 and 19 ~ill ASSESSNENT OF TAX: 15. Aaount of L/ne 1~ at Spousal rata 16. Aeoun~ of L/ne lfi taxable at Lineal/Class A ra~a 17. Amount of L/ne lq at S/bling rata 18. Amount of Line lq taxable at Collateral/Class B rata 19. Pr~nc~pal Tax Due TAX CREDZTS: I PAYMENT RECEIPT DATE NUMBER 0q-Z$-Z00q ~D005859. IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULAT/ON OF ADDITIONAL /NTEREST. (~5) .00 x 00 = .00 (16) 20,$28.$1 x 0q5= 91q.77 (17) .00 x 12 = . O0 (~S) .00 X 15 = .00 (19)= 91q.77 AMOUNT PAZD 869.03 TOTAL TAX CREDIT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE 91q.77 .00 .00 .00 ( IF TOTAL DUE TS LESS THAN $1, NO PAYMENT TS RE~UZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR), YOU MAY BE A REFUND. SEE REVERSE STDE OF THIS FOR. FOR ZNSTRUCTZONS.)~'~ RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 11, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Cemaonaaalth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section ZlqO of the Inheritance and Estate Tax Act, Act 25 of ZOO0. (71 P.S. Section 91q0). Detach the top portion of this Notice and submit aith your payment to the Register of #ills printed on the reverse side. --Hake check or money order payable to: REGISTER OF HILLS, AGENT A refund of a tax credit, which ams not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1515). Applications ara available at the Office of the Register of #ills, any of the 15 Revenue District Offices, or by calling the special Z~-hour answering service for forms ordering: 1-800-561-2050; services for taxpayers with special hearing and / ar speaking needs: 1-800-q~7-3010 (TT only). Any party in interest not satisfied aith the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount ar interest) as sheen on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZBIDZ1, Harrisburg, PA 17118-1011, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans~ Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Revise Unit, Dept. ZBO60I~ Harrisburg, PA 17118-0601 Phone (717) 767-6505. Sam page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decaden~' (REV-150i) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the dacedant's death, a five percent (SI) discount of the tax paid is allowed. Tho 1SI tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the and of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate of six (61) percent per annum calculated at a daily rate of .00016~. All taxes which became delinquent on and after January 1, 1961 will bear interest at a rate which mill vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1981 through ZO0~ are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ 20X .000548 ~'~'8-1991 Ill .000301 ~ 91 .000247 1983 XBZ .000~58 1992 91 .000247 2002 61 .OOO164 198~ llZ .000301 1993-1994 72 .000192 2005 SZ .000157 1985 13Z .000356 1995-1998 91 .000247 2004 4Z .OOOllO 1986 IOZ .00027~ 1999 71 .000192 1987 IOZ .000274 ZOO0 71 .O00ieZ --Interest is calculated es follows: INTEREST = BALANCE OF TAX UNPAID 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. Tf payment is made after the interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Gerald L. P. McFadden Date of Death: January 27, 2004 Will No. 21-040134 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I repo~% the following with respect to completion of the administration of the above-captioned estate: State whether administration of the estate is comple.te: Yes xx 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 follow£ng: a. Did the personal representative file a final account with the Court? Yes No XX b. The separate Orphans' Court No. (if any) for the personal representative's account is: N/A c. DLd the personal representative state an acccunt informally to the parties in interest? Yes XX 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: 7/21/04 © Sign~ Jennifer B. Hipp, Esquire Name (Please type or print) One West Main St. Shiremanstown, PA 17011 Address (717) 737-8761. Tel. No. Capacity: __Personal Representative x __Counsel for personal representative (MAH:rmf/AM3) November 19, 2004 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES PO BOX 280601 HARRISBURG, PA 17128-0601 Law Offices James, Smith, Dietterick & Connelly, LLP PO BOX 650 Hershey, PA 17033 Telephone (717) 787-3930 FAX (717) 772-0412 Dear Edward P. Seeber: Re: Estate of Louis Cannavine File Number 2104-0143 This is in response to your request for an extension of time to file the Inheritance Tax Return for the above estate. In accordance with Section 2136 (d) of the Inheritance and Estate Tax Act of 1995, the time for filing the return is extended for an additional period of six months. This extension will avoid the imposition of a penalty for failure to make a timely return. However, it does not prevent interest from accruing on any tax remaining unpaid after the delinquent date. The return must be filed with the Register of Wills on or before 05/06/05. Because Section 2136 (d) of the 1995 Act allows for only one extra period of six (6) months, no additional extension(s) will be granted that would exceed the maximum time permitted. Sincerely, ~ Document Processing Uni~-" Inheritance Tax Division