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03-0734
Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Joan E. Vonhauser aJso known as Joan V. Hea~y Jeanette F. Vonhauser Petitioner(s), who is/are 18 years of age or older, apply(les) for: , Deceased Social Security No. 195 - 32 -4994 (COMPLETE 'A' or 'B' BELOW:) ~--] A. Probate and Grant of Letters Testamentary and aver that Petitioner(s) is/are the execut the Decedent, dated and codicil(s) dated 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: Divorce from Ralph L. Heagy granted AuKust 14~ 1986 at No. 2483 Civil 1985 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: I Name Relationship Residence James R. Vonhauser IBrother 14 (COMPLE It: IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland or principal residence at Decedent, then 60 years of age, died 07/23/2003 at Mechanicsburs, Hickory Place, Camp Hill, PA 17011 County, Pennsylvania withhis/herlastfamily 25 Pleasant Street, Silver Spring Township, Mechanicsbur~, PA 17050 (liststreet, number, and municipality) Silver PA Spring Twp., (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania 61,000.00 113,000.00 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 undersic, lned: Si~natu/e Typed or printed name and residence ~J-6~ ~~ ~//~/~ ~../' IJeanette F' V°nhauser 4 Hickory Place, Camp Hill, PA 17011 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 law. Sworn to or affirmed and subscribed ~'~ ~--w/~ 7~ ,/~2'-/f J~'ette F. Von~tai~ser ~ before me this ~ day of No. Estate of Joan E. Social Security No: AND NOW, Vonhauser 195-32-4994 Deceased Date of Death: 07/23/2003 , ~.,,~ .~ , in consideration of the Petition on the reverse side hereon, satisfactory proof having been presented before me, IT IS DECREED that Letters ~] Testamentary j-~ Of Administration d.b.n. (c.t.a.; d.b.n.c.ta.; pendente lite; durante absentia; durante minoritate) are hereby granted to Jeanette F. Vonhauser in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent. FEES Letters ........... $ Short Certificate(s) ..... $ Renunciation ........ $ Affidavits ( ) .... $ Register ofhWjls Attorney: Jennifer B. Hipp, Esquire I.D. No: 86556 Extra Pages ( ) .... Codicil ........... JCP Fee .......... Inventory .......... Other ........... TOTAL ......... Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Address: One West Main Street Shiremanstown, PA 17011 Telephone: 717/737-8761 Form RW-1 (1991) Register of Wills of Cumberland County, Pennsylvania Estate of also known as Joan E. Vonhauser RENUNCIATION Joan V. Heagy , Deceased The undersigned, Brother (Relationship) (Capacity) the above Decedent, hereby renounce(s) the right to administer the estate and respectfully request(s) that Letters be issued to Jeanette F. Vonhauser of WITNESS h~o hand this ~CC~ day of ~~.~ ,5005. (Signature~/) James R. Vonhauser '~' 4 Hickory Place Camp Hill, PA 17011 (Address) (Signature) (Address) (Signature) Sworn to or affirmed and subscribed before me this ,~ F' d day of , Notary Public My Commission Expires: (signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) (Address) ::' NOTARIAL SEAL l BONNIE L WILLIAM~ NOTARY PUBUC ~ISHIREMANSTOWN BORO.. CUMBERLAND ~0.1 I'M~, COMMISSION EXPIRES APRIL 18, 20051 NOTE: Renunciations executed outside the Office of Register of Wills in some counties are required to be notarized. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-4 (1991) $EP-08-03 NON 09:13 ~M J~NES D BOG~R FaX NO, 717 737 2086 P. O1 Jame~ D. Bogar Jo~ni~'er 8. Htpp" DATE TO: ATTN FACS IMI LE NO FROM RE: PAGE 1 OF JAMES D. BOGAR Attorney at Law One West Main Street Shimmans[own, PA 17011 e-mail mali@bogadaw, com FA~$3MILE qQVER SHEE~T Telephone (717) 737-8761 Facmknile (717) 73%2086 Di.~t e-mail jhlp~tma~d,-,w.c~~ September 8, 2003 Cumberland County Register of Wills Sue Koser 240-7797 Jennifer B. Hipp, Esquire Estate of Joan E. Vonhauser 1 HARD COPY WILL FOLLOW ORIGINAL WILL BE RETAINED MESSAGE: Dear Mrs. Koser: To follow-up on our telephone conversation of this morning, please note that Joan E. Vonhauser,s correct birth date is December 26, 1942. The death certificate that we submitted to ~he Register of Wills on Friday, September 5, 2003, shows Ms. Vonhauser's correct birth date by note on the upper left-hand corner of the death certificate. Thank you for your help in this matter. Please contact us if we can provide you with additional information. Very truly yours, ER B. HIPP cc: Jeannette F. Vonhguser, Administratrix ~P~u~o not|~}, Uo if yot~ have any r~oblems w~%h Lhis ~ ~*CONF~DENT~A~,,~Ty NOTE*** O~'fi~ o~ J~mc's O. ~OOar whXch ~ ~on~ide~.d conftdes~141 and/o~ l~all~ pzlvileged. Tho lnformu~lon ~ l~Lcnded ~olt'ly for rh~ use of tho individ~al or en%l%y named on this ~he,~r,, ~f you are t)ot the dnoL~naLed recipion:, you are heze[~y nocitioa that any disclosure, c°PY~nO, dts~/P, ut~on or ~akXng of al3y uc/lon %n reliance on Lhe center,ts of :h~.a tnformat~on re~p~h,JLng to rhtG no~ifieaLion. Tb:~nk ~u. CERTIFICATION OF NOTICE UNDER RULE 5.6 (a) Name of Decedent: Joan E. Vonhauser Date of Death: July 23, 2003 Will No. Admin. No. 21-03-0734 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 September 9, 2003: Name Address James R. Vonhauser 4 Hickory Place Camp Hill, PA 17011 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: 9/10/03 Jennifer B. Hipp, Esquire One West Main Street Shiremanstown, PA 17011 (717) 737-8761 Capacity: Personal Representative Counsel for Personal Representative JAMES D. BOGAR JENNIFER B. HIPP* *Also admitted to New Jersey Bar J~d~ES D. B OGAR ATTORNEY AT L^W ONE WEST MAIN STREET SHIREMANSTOWN, PENNSYLVANIA 17011 e-mail mall@bogarlaw.com October 22, 2003 VIA HAND DELIVERY Donna Otto Register of Wills Cumberland County Courthouse One Courthouse Square Carlisle, PA 17013 TELEPHONE (717) 737-8761 FACSIMILE (717) 737-2086 Dlre~ct e-mall jhlpp@bogarlaw.com RE: The Estate of Joan E. Vonhauser No. 21-03-0734 Date of Death: July 23, 2003 Dear Ms. Otto: I represent the Estate of Joan E. Vonhauser. Enclosed is a check made payable to the Register of Wills in the amount of $19,950.00, same constituting a prepayment at discount on account of Pennsylvania inheritance taxes in the above-captioned estate. The prepayment is determined as follows: $175,000.00 multiplied by 12% or $21,000.00, less discount in the amount of 5% or $1,050.00, resulting in payment of $19,950.00. Please provide me with the appropriate receipt in this matter. Your time and consideration in this matter is greatly appreciated. JBH/blw Enclosure CC: Very truly yours, NNIFER B. HIPP Jeanette F. Vonhauser, Aclministratrix COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU QF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD OO3166 HIPP JENNIFER B, ESQ. ONE WEST MAIN STREET SHIREMANSTOWN, PA 17011 ........ fold ESTATE INFORMATION: SSN: 195-32-4994 FILE NUMBER: 2103-0734 DECEDENT NAME: VONHAUSER JOAN E DATE OF PAYMENT: 10/23/2003 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/23/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 I $19,950.00 REMARKS: TOTAL AMOUNT PAID: JEANETTE F VONHAUSER ADMIN C/O JENNIFER B HIPP ESQUIRE $19,950.00 SEAL CHECK# 1011 INITIALS. JA RECEIVED BY: DONNA M. OTTO DEPUTY REGISTER OF WILLS REGISTER OF WILLS REV- 1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 180601 HARRISBURG, PA 17178-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT OFFICIAL USE ONLY FILE NUMBER 21-03-0734 COUNTYCODE YEAR NUMBER Dj E C E D E N T CAPB HpRL EpIO CRAC KOTK ES DECEDENT'SNAME(LAST, F(RST, ANDMIDDLEINITIAL) Vonhauser Joan E. SOCIAL SECURITY NUMBER 195-32-4994 DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM-DD-YEAR} THIS RETURN MUST BE FILED IN DUPMCATE WqTH THE 07/23/2003 J 12/26/1942 REGISTER OF WILLS (IF APPLICABLE} SURVIVING SPOUSE'S NAME (LAST, FI RST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 1. original Return ~ 2. Supplemental Return 4. Limited Estate 4a. Future lnterest Compromise (date of death after 12-11-81) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust (Attach copy of WEll) (Attach copy of Trust} J-~J 9. Litigation Proceeds Received J J Spousal Poverty Credit 10. (date of death between 11-31-91 and 1-1-95) (date.of death 3. Remainder Return priorzo 1Z-13-82) 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes Election to tax under Sec. 9113(A) 1 1. (Attach Sch O) NAME C OP IJames D. Bo~ar Esquire O RRE ~IDN ~Applicable) S T J TELEPHONE NU--"~-~ 1717./737-8761 R E C A P I T U L A T I O N C O M T I 0 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) [~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. 14. COMPLETE MAILING ADDRESS One West Main Street Shiremanstown, PA 17011 111,65~6'~) None None 184,923.61 None None 31,963.88 78,852.66 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) o FF(C!AT_ ~tSE ONLY (8) 296,580.61 (11) (12) (13) (14) 110,816.54 185 , 764.07 185 , 764.07 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate X .0 0 (15) 0.00 0.00 x .0 45 (16) 0.00 185,764.07 X .12 (17) 22,291.69 X .15 (18). 0.00 19. Tax Due (19) 22,291.69 Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 25 Pheasant Street CITY Mechanicsbur~ STATE Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 0.00 19,950.00 1,050.00 Total Credits ( A + B + C ) (2) ZIP I 17050 Total Interest/Penalty ( D + E ) (3) (1) 22,291.69 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to re(luest 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 + 5A. This is the BALANCE DUE. (SB) 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. retaintheuseorincomeofthepropertytransferred; ......................... ~ ~ b. retain the right to designate who shall use the property transferred or its income; ........... ¢. retain a reversionary interest; or .................................... d. receive the promise for lifo of either payments, benefits or care? ................... :~. 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. 21,000.00 0.00 0.00 1,291.69 0.00 1,291.69 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 RESPONSIB/EE FOR FILING RETURN Jeanette F. Vonhauser DATE __ ................................ C~p E~[[, ~A [70[[ RE OF PREPARER OTHER THAN REPRESENTATIVE ~eS ~. ~O~ ~s~e DATE · ,~{~/~.- One West Main Street '~' ~~ -- ~ ~h%-{ ~ ~- ~X- - kVdik- ...................... surviving spouse 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) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV- 1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Joan E. Vonhauser SS# 195-32-4994 SCHEDULE A REAL ESTATE 07/23/2003 FILE NUMBER 21-03-0734 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. iTEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Ail that certain piece or parcel of real estate having erected 111,657.00 thereon a dwelling house being known and numbered as 25 Pheasant Street, Mechanicsburg, Pennsylvania. The property was acquired by Joan E. Vonhauser, by Deed dated June 18, 1996 and recorded in the Cumberland County Recorder of Deeds Office, a copy of said Deed being attached hereto and incorporated herein. It is respectfully suggested that the fair market value of the real estate is as follows: 106340 (county assessed value) x 1.05 (common level ratio factor) = $111,657.00. TOTAL (Also enter on line 1, Recapitulation) $ 111,657.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1502 EX (Rev. 1-97) THIS DEED, MADE THE/~ day of June, in the year one thousand nine hundred ninety-six (1996), BETWEEN DANIEL J. TAYLOR and BARBARA TAYLOR, his wife, of Silver Spring Township, Cumberland County, Pennsylvania, hereinafter called Grantors, AND JOAN E. VONHAUSER' of Silver Spring Township, Cumberland County, Pennsylvania, hereinafter called Grantee: WITNESSETH, that in consideration of the sum of One Hundred Three Thousand Seven Hundred and no/100 ($103,700.00) Dollars, in hand paid, the receipt whereof is hereby acknowledged, the Grantors hereby grant and convey unto the Grantee, her heirs and assigns, ALL that certain property with the improvements thereon situate in Silver Spring Township, Cumberland County, Pennsylvania, bounded and described as follows: BEGINNING at a point on the western side of Pheasant Street, at the dividing line between Lots No. 129 and 128 as shown on the hereinafter mentioned plan of lots; thence along the latter, South 68 degree 27 minutes 38 seconds West, a distance of 118.00 feet to a point at lands now or formerly of Oscar P. and Pauline M. Sharer; thence along the latter, South 21 degrees 32 minutes 22 seconds East, a distance of 36.00 feet to a point at the dividing line between Lots Nos. 129 and 130 as shown on said plan; thence along the latter, North 68 degrees 27 minutes 38 seconds East, a distance of 118.00 feet to a point on the western side of Pheasant Street; thence along the latter, North 21 degrees 32 minutes 22 seconds West, a distance of 36.00 to a point, the Place of BEGINNING. BEING Lot No. 129 as shown on the subdivision plan of lots entitled "Final Subdivision Plan of Westfields Phase #5" as recorded in the Office of the Recorder of Deeds for Cumberland County, Pennsylvania, in Plan Book 61, Page 67. HAVING erected thereon a townhouse style dwelling unit known and numbered as 25 Pheasant Street, Mechanicsburg, Pennsylvania 17055. BEING the same premises which Max D. Marbain and Graydon F. Lombard, co-partners, granted and conveyed to Daniel J. Taylor and Barbara Taylor, his wife, grantors herein, by deed dated September 12, 1991, and recorded in the Office of the Recorder of Deeds for Perry County, Pennsylvania in Deed Book "O", Volume 35, Page 232. UNDER AND SUBJECT, NEVERTItELESS, to (1) all those certain covenants, conditions and restrictions as more fully contained in a document entitled "Declarations of Covenants, Conditions and Restrictions Applicable to Phase 5 of 'Westfields' in Silver spring Township, Cumberland County, Pennsylvania", as recorded in the Recorder's office aforesaid in Miscellaneous Book 388, Page 760, and incorporated herein by reference thereto; and (2) all those certain utility and storm drainage easements as shown on the abovementioned plan Of lots and the free, uninterrupted, unobstructed and perpetual rights and rights-of-way to install, construct, maintain, operate, repair and replace the facilities and systems of the utilities and storm water drainage facilities, and reserving unto the prior grantors of record the rights to convey, grant and/or dedicate said easements and right-of-way unto the appropriate utility companies, governmental agencies or other grantees requiring the same for the future operation of the respective facilities and systems. AND the said grantors hereby covenant and agree that they will warrant specially the property hereby conveyed. IN WITNESS WHEREOF, said grantors have hereunto set their hands and seals the day, month and year first above written. Signed, Sealed and Delivered i~ the presence of DA)~I~L J. TAYLOR BARBARA TAYLOR (SEAL) (SEAL) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND On this, the _/oc7~'' day of June, 1996, before me the undersigned officer, personally appeared DANIEL J. TAYLOR and BARBARA TAYLOR, his wife, known to me (or satisfactorily proven) to be the persons whose names are subscribed to the within instrument, and acknowledged that they executed same for the purposes therein contained. IN WITNESS WHEREOF, I hereunto/set ~'hand and seal. Notarial Seal Harold I~. Irwin III, Notary Public Cadisle Boro, Cumberland County My Commission Expires Sept. 14, 1998 M~r, P~an~~ of No~fi~ I do hereby certify that the precise residence and complete post office address of the within named grantees is o~ 6~ --~-' .~t,~:" ~7-.,~]~t~_..~.~,c June/~" , 1996 ~I~~ ~ At[orney for grantee COMMONWEALTH OF PENNSYLVAN~: COUN~ OF CUMBERLAND : RECORDED on this County, in Deed Book , Page date above written. __ day of June, 1996, in the Recorder's office of the said Given under my hand and seal of the said office, the Recorder HAROLD S. IRWIN, 111 Attorney at Law 36 South Pitt Street Carlisle, PA 17013 REV-1508 EX + (1-97) SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Joan E. Vonhauser SS~/ 195-32-4994 07/23/2003 21-03-0734 Include theproceeds 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 VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 65,715.27 2 3 4 5 Distributive Share from the Estate of Sara B. Vonhauser (Cumberland County Estate No. 21-03-0583). A copy of the Pennsylvania Inheritance Tax Return for the Estate of Sara B. Vonhauser is attached hereto and incorporated herein. To date, the Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax has not been received. The anticipated share of this Estate is computed as follows: Net Value of Estate=S205,950.18, less Pa. Inheritance Tax paid at discount-$9,127.12=Net Distributable Value of Estate of $197,145.81, divided by three (3) residuary beneficiaries = $65,715.27. Federal Employee Retirement System (Civil Service Retirement and Disability Fund) Claim No. 7055589, date of death value $7,612.44, accrued interest $0.00 MetLife Insurance Co. - Payment received as share of proceeds of beneficiary of policy owned by Sara B. Vonhauser. Policy No. 1642193M. Thrift Savings Plan - Federal Employment Retirement Account Vested Balance as of date of death $63,580.60, accrued interest $0.00 Waypoint Bank - Checking Account No. 1800007981, date of death balance $29,307.35, accrued interest $1.28 Waypoint Bank - Savings Account No. 530014424, date of death balance $6,982.14, accrued interest $2.06 1995 Pontiac Vehicle - VIN-1G2NE55MXSC748809-sold at private sale Contents of home and personal property - Sold at Private Sale Charles Schwab - Account No. 46630347 (includes Money Market Fund and Vanguard Fixed Income Securities Fund), date of death balance $7,474.63, accrued interest $0.00 7,612.14 1,143.14 63,580.60 29,308.63 6,984.20 2,500.00 605.00 7,474.63 TOTAL (Also enter on line 5, Recapitulation) $ 184,923.61 (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) RE¥- 15~0 EX + {6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. Z80601 HARRISBURG, PA 171Z8-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT CAPB HpRL EpI© CRAC KOTK ES R E C A P I T U L A T I O N C O M P T U A T X A T I O N DECEDENT'S NAME (LAST. FIRST. AND MIDDLE INITIAL) Vonhauser Sara B. OFFICIAL USE ONLY FILE NUMBER 21-03-0583 COUNTY CODE YEAR NUMBER SOCIAL SECURITY NUMBER 180-05-9282 DATE OF DEATH (MM-DD-YEAR) I DATE OF BIRTH (MM- DD-YEAR) THIS RETURN MUST BE FILED iN DUPUCATEWlTH THE 06/19/2003 I 09/18/1918 REGISTER OF WILLS {IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST. AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER 1. Original Return ~4i Supplemental Return 4. Limited Estate . Future interest Compromise (date of death after lZ-lZ-BZ) 6. Decedent Died Testate Decedent Maintained a Living Trust (Attach copy of Will) {Attach copy of Trust) I ] 9. Litigation Proceeds Received I 110. Spousa, Poverty Credit (date of death between 12-31-91 and 1 - 1-95) "t {date of death 3. Remainder Return priorto 12-13-82) 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes 11. Election to tax under Sec. 9113(A) (Attach Sch O) :THIS SECTi°N: MUS~BE COMpE~ED~:: A~ CORRE~ONDENCE:&iCONF]DENT]~E ~!i!NF:O~M~TioNiSHOULD~ BE DIRECTED ~Oiii ;!i NAME James D. Bo~ar Esquire FI RM NAME (If Applicable} TELEPHONE NUMBER 717/737-8761 COMPLETE MAILING ADDRESS One West Main Street Shiremansgown, PA 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 222,489. NoEe None 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) 16,480.65 58.49 (11) (12) (13) OFFICIAL USE ONLY 222~489.32 16~539.14 205,950.18 (14) 205,950.18 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate. or transfers under Sec. 9116(a)(1.2) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 205,950.18 X .0 0 (15) 0.00 x .0 45 (16) 9,267.76 X .12 (17) 0.00 X .lS (18) 0.00 (19) 9,267.76 ·. !.... :.;:: BE ~ORE ~O AN~R ~:~E~iON$ ON:~EvERSE SiDE ~ND:~:~ ~E~iMA~i:. ~ < : i :: i :~ :~:i:.i~iii!?i ii~.!ili ?!ii~i!I Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 208 Senate Avenue, Apt. 218 CITY Camp Hill STATE ?A ZIP 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 9,127.12 463.39 Total Credits ! A * B + C ) (2) 9,267.76 9,590.51 3. interest/Penalty if applicable D. Interest E. Penalty Total interest/Penalty ( D + E ) (3) 0.00 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 322.75 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0.00 A. Enter the interest on the tax due. (SA) 0.00 B. Enter the total of Line 5 + SA. This is the BALANCE DUE. (SB) 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 com~31ete. 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 Jeanette F. Vonhaus er DATE / , ,.- C mp SIGN~E OF PRE~RER OTHER THAN REPRESENTATIVE J~es D. Bo~r Esquire DATE / / ~-~- One West Main Street ', surviving spouse is 3% [72 P.S. 9116 (a) (1.1) 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 su~iving spouse from tax, and the statuto~ requiremen~ for disclosure of asset and filing a tax return are ~ill applicable even ff 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 yearn 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 3reposed 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 w~h the decedent, whether by blood or adoption. U.S. Ottlce ot I"ersonnel Managemen~ Retirement Programs Retirement Operations Center Boyers, PA 16017 OFFICIAL BUSINESS PENALTY FOR PRIVATE USE, $300 FORWARDING SERVICE REQUESTED dEANETTE VONHAUSER ADMIN OF EST dOAN E VONHAUSER 4 HICKORY PL CAMP HILL PA 17011 Jill JJJlllllJillllllJlll JJJllJllllJlllJl JllJlllJllllJll Jlllll~ FINAL STATEMENT OF LUMP SUM DEATH BENEFIT PAYMENT You are entitled to a lump sum payment because of the death of a former employee. This payment, shown in Block 5, covers only benefits due from the Civil Service Retirement and Disability Fund and consists of any unused contributions the former employee made to the Fund or any accrued annuity payable at the time of his or her death, or the Basic Employee Death Benefit payable to a surviving spouse under the Federal Employees Retirement System. 1. Name of Deceased Federal Employee 2. Claim Number 3. Date of Birth 4. Date VONHAUSER d0HN Ecs~ 7055589 12/26/42 11/10/03 5. You Will Receive a Lump Sum Payment For 6. To Be Sent By 7. Interest (Included in Item S) 8. Tax Withheld $ 7612.14 11/24/03 $ 3,069.80 $ 153.00 g. Remarks See reverse side for Jmoortant information. THRIFT SAVINGS Pt.A~ Thrift Savings Plan National Finance Center P.O. Box 61500, New Orleans, LA 701 61-1500 JOAN E. VONHAUSER 25 PHEASANT ST MECHANICSBURG, PA 17050-3145 SSN: 195-32-4994 Dear Participant: Thrift Savings Plan (TSP) records show that you are no longer employed by the Federal Government. This letter explains your withdrawal options. Be sure to read the second page of this notice to learn about the choices available to you and the restrictions on leaving your money in the TSP. You cannot withdraw your account if you did not separate from Federal service or you separated but your separation from Federal service lasts less than 31 full calendar days. Once you are rehired, you cannot receive a post-separation withdrawal. Account Information. Review the account information listed below. If you believe that any of this information is incorrect, contact the TSP Service Office for instructions to correct it. Social Security Number: 195-32-4994 Date of Birth: 12/26/1942 Retirement Coverage: FERS Separation Date: 06/20/2003 TSP-SCD: 01/12/1987 Total Service Required for Vesting: 3 Years Vested: Yes Vested Account Balance as of 07/21/2003:$63,580.60 Separation Based on Disability: No Note to FERS Participants: Your separation date, the TSP Service Computation Date (TSP- SCD), and the service required for vesting are used to determine if you are vested in the Agency Automatic (1%) Contributions (and their earnings). If you are not vested in this amount, you are not entitled to it, and it is excluded from the vested account balance. Withdrawal Request. As a separated participant, you can withdraw all or part of your account as described below: Partial withdrawals: If you want to withdraw a portion of your account and you have not previously taken an age-based or partial withdraWal, you can withdraw a portion of your account in a single payment. Partial withdrawal requests must be at least $1,000. If you would like to take a partial withdrawal, complete Form TSP-77, Request for Partial Withdrawal When Separated. Web: www.tsp.gov ThriftLine: (504) 255-8777 TDD: (504) 255-5113 Notice: WC2011 19332499420030721WC2011 Full withdrawal: If you want to withdraw your entire account, you can elect a single payment, a series of monthly payments, or an annuity (available only for minimum amount of $3,500). You can also withdraw your account using any combination of these options (i.e., mixed withdrawal). For a full withdrawal, complete Form TSP-70, Request for Full Withdrawal. Note to participants with a civilian and a uniformed services TSP account. If you have an open uniformed services account, you can combine your civilian and uniformed services accounts. Use Form TSP-65, Request to Combine Uniformed Services and Civilian TSP Accounts, to combine your TSP accounts. The form provides rules and information about this feature. Spousal Rights. If you are a CSRS participant, the TSP must notify your spouse of any partial withdrawal or a full withdrawal of more than $3,500. If you are a FERS participant, your spouse must consent to any partial withdrawal from your account. For a full withdrawal of your account (if more than $3,500), your spouse (including a separated spouse) has the right to a joint and survivor annuity with a 50 percent survivor benefit, level payments, and no cash refund feature, unless your spouse waives his or her right to that annuity. If you choose a mixed withdrawal, your spouse must waive his or her right to the annuity described above, even if you choose that annuity as part of your mixed withdrawal. Your spouse must consent to your partial withdrawal or waive his or her right to the prescribed annuity by signing the appropriate withdrawal form. Your spouse's signature must be notarized. Withdrawal Deadline. Do not submit your withdrawal request until you are ready to withdraw, but no later than March 31 of the year following the year in which you become age 70 ~h. If you are 701/2 or older this year, you must submit your withdrawal election by March of next year. Important Tax Information. A TSP payment issued directly to you, or to your checking or savings account by direct deposit, is considered income for Federal tax purposes in the year in which it is paid. See the enclosed tax notice for detailed tax information. Additional Information. Read the booklet Withdrawing Your TSP Account After Leaving Federal Service. You can obtain a copy from the TSP Web site at www. tsp.gov, your former agency personnel office, or the TSP Service Office. Use the enclosed Form TSP-72 to request materials from the TSP Service Office. If your address is not correct, complete and return the enclosed Form TSP-9, Change of Address for Separated Participant, or update your address on the TSP Web site. Materials mailed to an incorrect address may not reach you. If you submit a withdrawal request to the TSP, your address shown on the withdrawal form will be sufficient. If you have questions, contact the TSP Service Office at the address on the letterhead or call the Tlu'iftLine at (504) 255-8777 (TDD: (504) 255-5113) and wait for the option on the menu which allows you to speak to a participant service representative. The operating hours are Monday through Friday between 7:00 a.m. and 4:30 p.m. central time. Please include your daytime telephone number and your Social Security number on all correspondence to the TSP Service Office. Enclosures: Form TSP-9, Change of Address for Separated Participant Form TSP-70, Request for Full Withdrawal Form TSP-72, Request for TSP Materials Form TSP-77, Request for a Partial Withdrawal When Separated Important Tax Information About Payments From Your TSP Account Page: 2 of 2 Notice: WC2011 LOOK F:OR US. WrY'Et_ GET YOU 9/22/2003 JAMES D BOGAR 1W MAIN ST SHIREMENSTOWN PA 17011 The information which you requested on the account(s) of JOAN E VONHAUSER (Social Security Number 195-32-4994) is/are as follows: Account Number 1800007981 530014424 Class of Account CHECKING SAVINGS Date Opened 092892 040990 Principal Balance 29307.35 6982.14 Accrued Interest 1.28 2.06 Balance at Date of 29308.63 6984.20 Death Account Ownership SOLE Name of Joint Owner, if any Date Ownership 092892 Was Established Account Number Class of Account Date Opened Principal Balance Accrued Interest Balance at Date of Death Account Ownership Name of Joint Owner, if any Date Ownership Was Established SOLE 040990 Additional Information Requested SENIOR SERVICES REP. P.O. Box 171 I, HARRISBURG, PENNSYLVANIA 17105-1711 Toll FrE~ I-E~66-WAYPOINT (I-866-9;~9-7646)· IN YORK AREA 717/815-4500 · www. wagpointbank, com The Winning Combination of Sales and Service L.B. Smi .Ford, Inc. 11Q0 Marl~ ~ · LsmOylle, Pen~eylvanla 17043 PI'la: (717) 791.4'/00 or (~00) 4~3 * FAX: (71~ 7~1-31i~1 April 20, 2004 TO WHOMITMAY CONC~: THE ESTATEOFJEANEVONHAUSER, 25PHEASANT STREET, MB2HANI~G, PA 17055. T~E 1995 PONTTAC~m4SEDAN#1G2NE55MXSC748809 29,060 MILES, FRONT ENDESTIMATBDREPAIRS $1000.00. FAIR~ VALUE IS $2500.00AS IS. AS OFDATEOFDEATHT/23/03. GLADES AUCTION 3409 Druck Valley Road, York, PA 17402 #AY000089L, Phone 717-757-3532 Appraisal for: April Estate of Joan E. Vonhauser 25 Pheasant Street Mechanicsburg, PA 17050 5 pc. blonde bedroom suite $ 65.00 3 drawer white chest $ 5.00 Stuffed chair & footstool $ 20.00 Hall table $ 45.00 Coffee table & 2 end tables $ 60.00 Sofabed $ 50.00 Roll-top desk & chair $ 25.00 File cabinet $ 5.00 Dining room table w/4 chairs $ 60.00 Rocking chair $ 40.00 TV stand $ 10.00 TV/VCR combo $ 30.00 Sewing machine & supplies $ 20.00 Luggage $ 5.00 11 lamps $ 25.00 Mikasa china - service for 12 $ 40.00 Stainless steel cookware set $ 15.00 Small household appliances $ 20.00 Misc. household items $ 30.00 Misc. 91assware/kitchen items $ 15.00 Porch furniture $ 20.00 Total $ 605.00 15, 2004 This information is the best of my knowledge. Schwab Securities Valuation Service® Date of Death: Valuation Date: Processing Date: 07/23/2003 07/23/2003 10/27/2003 Estate Valuation Shares Security or Par Description High/Ask Low/Bid Estate of: JOAN E VONHAUSER Account: 46630347 Report Type: Date of Death Number of Securities: 2 File ID: 46630347 Mean and/or Div and Iht Adjustments Accruals Security Value 1) 12.88 SCHWAB MONEY MARKET FUND (SWMXX) O7/23/2OO3 2) 707.946 VANGUARD FIXED INCOME SECS FD (922031307) GNMA PORTFOLIO NASDAQ 07/23/2003 1.00000 10.54000 Bid 1.000000 12.88 10.540000 7,461.75 Total Value: Total Accrual: Total: $7,474.63 ACCOUNT TITLE: JOAN E VONHAUSER CHARLES SCHWAB & CO INC CUST ROTH CONTRIBUTORY IRA Portfolio Endnotes $0.00 $7,474.63 Page 1 Please visit your local Schwab office with questions or call (800) 435-4000. ltistorical quote infi~rmatio, will be obtai.cd from sources believed lo be reliable, but its accu,'acy and c.mplete.ess ca..or be guara.tced. The informatio, is being provided lbr your personal, noncommercial use only. Charles Schwab & Co.. Inc. does not give tax advice ami is not respo.sible fi~r pcrlbrming mathemalical computatio.s bey(md those presenled. I"HR~sR[iTDAE~T DECEDI~NT FILE NUMBER ESTATE OF 21- 03 - 0734 Joan E. Vonhauser SS# 195-32-4994 07/23__~/2003 Debts of decedent must be reported on Schedule I. ITEM NUMBER A. 1 2 DESCRIPTION ~IERAL EXPENSES: Musselman Funeral Home Rolling Green Cemetery - Funeral Internment AMOUNT 3,262.55 1,550.00 ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Jeanette F, Vonhauser Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 4 Hickory Place City Ca~tp I-Jill State PA Zip 17011 11,897.00 1 2 3 4 Year(s) Commission Paid: Attorney's Fees James D. Bogar Esquire Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address tit7 Relationship of Claimant to Decedent State Zip Probate Fees Accountant's Fees Register of Wills R. Wm. Wire Associates, P.C. Tax Return Preparer's Fees Other Administrative Costs B.J.'s Wholesale Club - Battery for Vehicle Commonwealth of Pennsylvania - Vehicle Registration Cumberland Law Journal Debra B. Wiest, Tax Collector Taxes Legal Advertisement 2003-2004 School Real Estate Debra B. Wiest, Tax Collector - Tax 2004 County/Township Real Estate Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 9,625.00 265.00 225.00 58.29 36.00 75.00 977.05 313.48 3,679.51 31,963.88 Form REV-1511 EX (Rev. 1-97) Estate of: Joan E. Vonhauser Soc Sec #: 195-32-4994 Date of Death: 07/23/2003 Continuation of Schedule H-B7 (Other Administrative Costs) Item Description Amount 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Department of the Treasury - Refund of overpayment from retirement (direct deposit) Engle Publishing Co. - Advertisement for Sale of Vehicle Fry Communications - Advertisement for Sale of Vehicle Keystone Insurance Company - Automobile Insurance Bill-Final Lawnscapes, Inc. Lawn/Snow Removal-Bill-Final Patriot News Co. Legal Advertisement Penn Waste, Inc. Trash Bill-Final Petroleum - Vehicle Inspection PP&L Electric Bill-Final Register of Wills - Short Certificates (3) 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 Silver Spring Township Authority - Sewer Bill-Final U.S. Postal Service Certified Mail to Charles Schwab United Water Company - Bill-Final Verizon - Telephone Bill-Final 524.71 20.40 14.40 350.75 519.32 87.91 110.10 185.53 532.67 9.00 850.00 250.33 4.65 76.14 143.60 3,679.51 REV-1512 EX + (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF FILE NUMBER Joan E. Vonhauser SS~/ 195-32-4994 07/23/2003 21-03-0734 Include unreimbursed medical exl~enses. ITEM NUMBER DESCRIPTION AMOUNT 1 70,356.62 2 3 4 5 Fulton Bank - Mortgage on property located at 25 Pheasant Street, Mechanicsburg, Cumberland County, Pennsylvania, Account No. 5700133845 Fulton Bank - Monthly Mortgage Payments Nephrology Associates of Central Pa. Medical Bill Pennsylvania Department of Revenue Paid with Return 2003 Personal Income Tax Quantum Imaging & Therapeutic - Medical Bill 8,420.66 28.44 1.00 45.94 TOTAL (Also enter on line 10, Recapitulation) $ 78,852.66 (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) CAPITAL DIVISION ° LANCASTER/CHESTER DIVISION DROVERS BANK DIVISION ° GREAT VALLEY DIVISION (717)291-2437 September 19, 2003 James D. Bogar One West Main Street Shiremanstown, Pennsylvania 17011 Dear Ms. Hipp: RE: Joan E. Vonhauser, deceased July 23, 2003 In response to your recent inquiry concerning the accounts maintained in the name of the decedent, please be advised that the following accounts were open at the date of death: Mortgage # 5700133845, open 7/20/2001, date of death principal balance $70,356.62, terms 120 ~ $930.46, in her name only. Please fax any payoff requests directly to our Direct Banking Center a (717) 569-6316. If you should have any further questions, please do not hesitate to contact me. Very truly yours, · Hillega§ '~' Credit Inquiry. Processor P O Box 4887 Lancaster, PA 17604 www. fultonbank.com 1-800-FULTON-4 REV-1513 EX + (g-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Joar E. Vonhauser SS~/ 195-32-4994 NUMBER SCHEDULE J BENEFICIARIES 07/23/2003 NAME AND ADDRESS OF PERSON(S) RECEIVING PROPER'DY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116~(1.9] James R. Vonhauser 4 Hickory Place Camp Hill, PA 17011 RELATIONSHIP TO DECEDENT De Not List Trustee(s) Brother FILE NUMBER 21-03-0734 AMOUNT OR SHARE OF ESTATE Sole surviving heir 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 $ (If more space is needed, insert additional sheets of the same size) 0.00 Copyright (c) Z000 form software only The Lackner Group, Inc. Form REV-1513 EX (Rev. 9-00) Register of Wills of INVENTORY Estate of Joan E. Vonhauser also known as County, Pennsylvania , Deceased No. 21-03-0734 Date of Death 07/23/2003 Social Security No. 195- 32-4994 Jeanette F. Vonhauser, 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. I/We 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: James D. BoBar Esquire I.D. No.: 19475 Address: One West Main Street Shiremanstown, PA 17011 Telephone: 717/737-8761 Personal Representative Signature: ~_~.~q~__~ Z"~~~'~""~ /3eanette F. V~r~hauser Signature: Address: 4 Hickory Place Camp Hill, PA 17011 Telephone: 717/763-1585 Dated: q- ~, ! -OW Description (See continuation page(s) attached) (Attach additional sheets if necessary) (Z~Value j ~ Total: 296,580.61 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Form #RW-? (199Z) Copyright {c) 1996 form software only CPSystems, Inc. Estate of: Date of Death: County: INVENTORY Joan E. Vonhauser o7/23/2oo3 CASH: Charles Schwab Account No. 46630347 (includes Money Market Fund and Vanguard Fixed Income Securities Fund), date of death balance $7,474.63, accrued interest $0.00 Distributive Share from the Estate of Sara B. Vonhauser - (Cumberland County Estate No. 21~03-0583). A copy of the Pennsylvania Inheritance Tax Return for the Estate of Sara B. Vonhauser is attached hereto and incorporated herein. To date, the Notice of Inheritance Tax Appraisement, Allowance or Disallowance of Deductions and Assessment of Tax has not been received. The anticipated share of this Estate is computed as follows: Net Value of Estate=S205,950.18, less Pa. Inheritance Tax paid at discount-$9,127.12=Net Distributable Value of Estate of $197,145.81, divided by three (3) residuary beneficiaries = $65,715.27. 7,474.63 65,715.27 -1- Federal Employee Retirement System (Civil Service Retirement and Disability Fund) Claim No. 7055589, date of death value $7,612.44, accrued interest $0.00 MetLife Insurance Co. - Payment received as share of proceeds of beneficiary of policy owned by Sara B. Vonhauser. Policy No. 1642193M. Thrift Savings Plan - Federal Employment Retirement Account Vested Balance as of date of death $63,580.60, accrued interest $0.00 Waypoint Bank - Checking Account No. 1800007981, date of death balance $29,307.35, accrued interest $1.28 Waypoint Bank - Savings Account No. 530014424, date of death balance $6,982.14, accrued interest $2.06 PERSONAL PROPERTY: 1995 Pontiac Vehicle - VIN-1G2NE55MXSC748809-sold at private sale Contents of home and personal property - Sold at Private Sale 7,612.14 1,143.14 63,580.60 29,308.63 6,984.20 2,500.00 605.00 181,818.61 3,105.00 -2- REAL ESTATE/PA: Ail that certain piece or parcel of real estate having erected thereon a dwelling house being known and numbered as 25 Pheasant Street, Mechanicsburg, Pennsylvania. The property was acquired by Joan E. Vonhauser, by Deed dated June 18, 1996 and recorded in the Cumberland County Recorder of Deeds Office, a copy of said Deed being attached hereto and incorporated herein. It is respectfully suggested that the fair market value of the real estate is as follows: 106340 (county assessed value) x 1.05 (common level ratio factor) = $111,657.00. 111,657.00 TOTAL RECEIPTS OF PRINCIPAL ............... 111,657.00 296,580.61 -3- 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 003860 ........ fold HIPP JENNIFER B. ESQ. ONE WEST MAIN STREET SHIREMANSTOWN, PA 17011 ESTATE INFORMATION: SSN: 195-32-4994 FILE NUMBER: 2103-0734 · DECEDENT NAME: VONHAUSER JOAN E DATE OF PAYMENT: 04/23/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 07/23/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $1,291.69 REMARKS: TOTAL AMOUNT PAID: $1,291.69 CHECK# 1063 .... SEAL INITIALS: JA RECEIVED BY: GLENDA FARNER STRASBAUGH REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION OEPT, 28060I HARRISBURG, PA 17128-060! COMHONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX JAMES D BOGAR ESQ 1W MAIN ST SHIREMANSTOWN PA I70Ii DATE 06-21-2004 ESTATE OF VONHAUSER DATE OF DEATH 07-25-2005 FILE NUMBER 2I 0:5-0754 COUNTY CUMBERLAND ACM 101 I Amount Remitted JOAN E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA I7015 CUT ALONG THIS LINE ~- RETAIN LONER PORTION FOR YOUR RECORDS -~ DISALLOWANCE OF DEDUCTIONS AND ASSESSMENT OF TAX ESTATE OF VONHAUSER JOAN E FILE NO. 21 05-0754 ACM 101 DATE 06-21-2004 TAX RETURN NAS: (X) ACCEPTED AS FILED ( ) CHANGED RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Real Estate CSchedule A) 2. Stocks and Bonds (Schedule B) (2) $. Closely Held Stock/Partnership Interest (Schedule C) 4. Mortgages/Notes Receivable (Schedule D) (4) 5. Cash/Bank Deposits/Misc. Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTIONS AND EXEMPTIONS= 9. Funeral Expenses/Adm. Costs/Misc. Expenses (Schedule H) (9) 10. Debts/Mortgage Liabilities/Liens (Schedule I) (10) 11. Total Deductions 12. Net Value of Tax Return 111r657.00 .00 .00 .00 184r925.61 .00 .00 C8) NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax payment. 296,580.61 51,965.88 78 r 852.66 (11) llfl (12) 185,764.07 15. 1~. NOTE: Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) .00 Net Value of Estate Subject to Tax (14) 185,764.07 If an assessment was Issued prev/ously, lines 14, 15 and/or 16, 17, 18 and 19 will reflect flgures that include the total of ALL returns assessed to date. ASSESSMENT OF TAX= 15. Amount of Line 14 at Spousal rate (15) 16. Amount of Line 14 taxable at Lineal/Class A rate C16) 17. Amount of Line 14 at Sibling rate Ci7) 18. Amount of Line 14 taxable at Collateral/Class B rate C18) 19. Principal Tax Due TAX CREDITS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) 10-25-2005 .00~.x O0 = .00 .-00 x o~_:= .00 185,764;07 X 1R~= 22,291.69 ) .00 x 15c.~ = .00 22,291 04-25-2004 CD005166 CD003860 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. 1,050.00 .00 AMOUNT PAID I9,950.00 1,291.69 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 22,291.69 .00 .00 .00 C IF TOT AL DUE IS LESS THAN *l, NO PAYMENT IS REQUIRED. IF TOTAL DUE [S REFLECTED AS A "CREDIT" CCR), YOU MAY BE DU A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION= PURPOSE OF NOTICE= PAYMENT= REFUND (CA)= 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 or enjoyment to Class 8 Ccollateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B Ccollateral) rate on any such future interest. To fulfill the requirements of Section 21qO of the Inheritance and Estate Tax Act, Act 25 of 2000. C72 P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Nills printed on the reverse side. --Make check or money order payable to= REGXBTER OF NXLLB, AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-ISIS). Applications are available at the Office of the Register of Nills, any of the 23 Revenue District Offices, or by calling the special 2~-hour answering service for forms ordering= 1-800-3&2-2050; services for taxpayers with special hearing and / or speaking needs= 1-800-4~7-3020 CTT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax Cincluding discount or interest) as sho~n on this Notice must object within sixty C60) days of receipt of this Notice by= --written protest to the PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans° Court. Factual errors discovered on this assessment should be addressed in writing to= PA Department of Revenue, Bureau of Individual Taxes, ATTN= Post Assessment Review Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone C717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" CREV-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 CSX) discount of the tax paid is allowed. The 15X 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 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 C9) months and one C1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six CgX) percent per annum calculated at a daily rate of .O001g~. All taxes which became delinquent on and after January 1, 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2004 are= Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor 1982 20X .000548 ~'~-1991 11X .000501 ~ 9~ .0002~7 1983 l&~ .000~38 1992 9~ .0002~7 2002 &Y. .O001&~ 198~ 11~ .000301 1993-1994 7~ .000192 2005 5~ .000137 1985 13X .00035& 1995-1998 9X .000247 200~ ~X .000110 198& 10~ .000274 1999 7X .000192 1987 lOX .00027~ 2000 7~ .000192 --Interest is calculated as follows; TNTEREST = BALANCE OF TAX UNPATD X NUNBER OF' DAYS DELTNqUENT X DAI'LY XNTEREST FACTOR --Any Notice issued after the tax becomes delinquent wil! reflect an interest calculation to fifteen C1S) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Joan E. Vonhauser Date of Death: July 23, 2003 Will No. Admin. No. 21-03-0734 Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No X b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes X No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. James D. ar, Esquire Name (Please. type or print) One West Maln St. Shiremanstown, PA 17011 Address Da te: 3/3/05 co ':."~,J (717) 737-8761 Te 1. No. Capacity: Personal Representative x Counsel for personal representative uA (MAH:rmf/AM3)