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Home My WebLink About02-0093Estate of PETITION FOR PROBATE and GRANT OF LETTERS VERDIE E. HOLLAND NO. ~/-OA--93 also known as , Deceased. Social Security No. ? 0]-18-2710 To: Register of Wills for the County of Oamberland Commonwealth of Pennsylvania The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older ~he execut ors in the last will of the above decedent, dated and codicil(s) dated None in the named January 3. ,1~ 2002 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with h er last family or principal residence at 1405 Lawrhor Rand: Lower Allen Townsh±p (Camp Hill 17011) (list street, number and muncipality) Decendent, then 80 years of age, died January 18 ,10( 2002 , at Holy Spirit HospitaI~ East Pennsboro Township, Cumberland County, PA . Except as follows, decedent did not marry, was not divorced and did not have a child born or adopted after execution of the will offered for probate; was not the victim of a killing and was never adjudicated incompetent: None Decendent at death owned property with estimated values as follows: (If domiciled in Pa.) All personal property $ (If not domiciled in Pa.) Personal property in Pennsylvania $ (If not domiciled in Pa.) Personal property in County $ Value of real estate in Pennsylvania $ situated as follows: 1405 Lowther Road, Lower Allen Town.qhip: County, Pennsylva~ ~ · Unestimated UCestimated CumBerland WHEREFORE, petitioner(s) respectfully presented herewith and the grant of letters theron. request(s) the probate of the last will and codicil(s) testamentary (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) Kon.ald L. Hollgnd. 36' Wemtf~alds DrSve Mechanicsburg, PA 17050 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ~ ss COUNTY OF CUMBERLAND J The petitioner(s) above-named swear(s) or affirm(s) that the statements in the foregoing petition are true and correct to the best of the knowledge and belief of petitioner(s) and that as personal represen- tative(s) of the above decedent petitioner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed ..... 28th da~ff~. / Jadk oetoremetms ' ~2' ] r ~ , ~~ ~e~q.~8 Ee~is . _ ~o~ ~, ~o~ / No. 21-2002- 0093 Estate of VERDIE E. HOLLAND , Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW January 28th ~9 2002, in consideration of the petition on the reverse side hereof, satisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated January 3, 2002 described therein be admitted to probate and filed of record as the last will of Verdie E. Holland . and Letters Testamentary are hereby granted to Jack Holland, Jr., and Ronald L. Holland FEES Probate, Letters, Etc .......... $ 115.00 Short Certificates(4) .......... $ 12~00 Renunciation ................ $ x-Pages ( 2 ) $ 6.00 JCP 5.00 TOTAL __ $. Filed 3..a.n.q.~lT,/..28.~b.,.2002.....$..!3.8...0.0. ~l]~r~G LEnel D a Ke r ~fUODOO ATTORNEY(Sup. Ct. I.D. No.) 44 West Main Street Macbanicsburg: PA 17055-0318 ADDRESS (717) 697-8528 PHONE BO:~V BZNVI" ZO. MAILED LETTERS TO ATI~DRNEY ARNING: IT IS ILLEGAL TO ALTER THIS COPY OR TO DUPLICATE BY PHOTOSTAT OR PHOTOGRAPH. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF HEALTH VITAL RECORDS LOCAL REGISTRAR'S CERTIFICATION OF DEATH CERT. NO. T 5 0 3 7 4 2 8 21-2002-0093 Name of Decedent ......... ~]~-]CDtE' Sex. ~ ................ Social Security No. ~ Date of Birth ___~__-_!_~ '~! ............ Birthplace Race ~T~' ........ Occupation ~Fe-'CP~,,gt),~. Ma ril. al Status Date of Death /, / ~'- ¢2. Armed Forces? (Yes or No) Decedent's Mailing Address J~O~ /...¢VU7/,,/~-¢. i~D ¢~_~__/¢/-~,/~"/~'¢ lC'fi// Name and Address o1~. Pa~l t: Immediate Cause (a). Part ii (d) Other Significant Conditions Manner of Death Nalure, I ' ~ ~f'/ L ~ A¢cidenl L .] Suicide Homicide Pending Investigation U~ Could not be Determined Describe how injury occurred: Name and Title of Certfier ........ _~, P~/~[t, iT~./Sr- Address ..... ~.~!~ __~.~1~_~- ~ ~,(~14//¢~/-~ //~' /~// (M.D.. D.O.. C(:,rone'. ME ! -f-l~is is to certify that the information here given is correctly copied from an original of death duly filed with me as Local Registrar. The original certificate will be forwarded State Vitat Records Officefor permanentfili~ ~ ~,~ ' T~';i ~;:~i~ ~;~';[-~ ...... ( ~ Street Addrg:s , ',, ,-, r 21-2002-0093 LAST WILL AND TESTAMENT OF VERDIE E. HOLLAND 21-2002-0093 I, VERDIE E.HOLLAND, of Lower Allen Township, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make and publish this, my Last Will and Testament, hereby revoking all former Wills by me at any time heretofore made. Item I. I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property shall be paid by my Co-Executors out of the property passing under Item II of this Will, as an expense and cost of administration of my estate. My Co-Executors shall have no duty or obligation to obtain reimbursement of any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. In the absolute discretion of my Co-Executors, such taxes may be paid immediately, or the Co-Executors may postpone the payment of taxes on future or remainder interests until the time possession thereof accrues to the beneficiaries. Item II. I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate at the time of my death, to my children, Jack Holland< Jr., Robert W. Holland, Ronald L. Holland, Verdie M. Whitekettle, Sheryl A. Beaston, Mary E. Black and Russell W. Holland. In the event any of my children should predecease me, the share that he or she would have received shall be distributed in equal shares amon~my surviving children. / - Item III. I nominate, constitute and appoint my sons, Jack Holland, Jr. and Ronald L. Holland, as Co-Executors of this, my Last Will and Testament. It is my desire that my Co-Executors shall serve without bond. IN WITNESS WHEREOF, I, VERDIE E. HOLLAND, have set my hand and seal to this, my Last Will and Testament, typewritten on this and one (1) other page, this 3rd day of January, 2002. Witness: Verdie E. Holland State of Pennsylvania County of Dauphin I, VERDIE E. HOLLAND, testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein contained. Sworn or affirmed to and acknowledged before me, by VERDIE E. HOLLAND, the testatrix, the 3ra day of January, 2002. Notarial Se~. ~ Carol A. Fasting, Note, y Public Susquehanna Twp., Dauphin C,oumv My Commission Expires Juno 6, 201J5 erdie E. Holland Notary Public We, James H. Turner and Christine V. Turner, the Witnesses, respectively, whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last Will and Testament; that VERDIE E. HOLLAND signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Notarial Su,' Carol A. Fasting, Not~,y Pu~:ic Susquehanna Twp., Dauphin Coumy My Commission Expires June 6, 2005 Meml3er, Penn~Wan~ ,,"~ss(x~a~ ot Noariss Sworn or affirmed to and subscribed to before me by James H. Turner and Christine V. Turner, the Witnesses, this 3ra day of January, 2002. Notary Public C 0 III 1" 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 001050 SNELBAKER RICHARD C 44 W MAIN STREET MECHANICSBURG, PA 17055 ........ fold ESTATE INFORMATION: SSN: 201-18-2710 FILE NUMBER: 2102-0093 DECEDENT NAME: HOLLAND VERDIE E DATE OF PAYMENT: 04/10/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01 / 18/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $6,000.00 REMARKS: TOTAL AMOUNT PAID: RICHARD C SNELBAKER ESQUIRE $6,000.00 SEAL CHECK//116 INITIALS' JA RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 28O6O1 HARRISBURG, PA 17128-0601 REV-1500 OFFICIAL USE ONLY '" ..__.._____"" --C~ YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Holland, Verdie E. 201-18-2710 DECE- DATE OF DEATH (MM-DD-YEAR) DATE OF BIRTH (MM-DD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE DENT 01/18/2002 3/16/21 WITH THE REGISTER OF WILLS (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER CHECK APPRO- PRIATE BLOCKS CDR- RE- SPON DENT RECA- PITULA- TION TAX COMPU- TATION 1. Original Return 4. Limited Estate 6. Decedent Died Testate (Attach copy of Will) 9. Litigation Proceeds Received 2. Supplemental Return 4a. Future Interest Compromise (date of death after 12-12-82) 7. Decedent Maintained a Living Trust (Attach a copy of Trust) 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) 3. Remainder Return t~ (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes --1 11. Election to tax under Sec. 9113(A) (Attach Sch O) THIS SECTION MUST BE COMPLETED. ALL CORRESPONDENCE & CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: NAME Richard C. Snelbaker FIRM NAME(IfApplicable) Snelbaker, Brenneman & Spare, TELEPHONENUMBER 717-697-8528 P.e. COMPLETE MAILINGADDRESS 44 West Main Street Mechanicsburg, PA 17055 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) ~ Separate Billing Requested (6) 114,000.00 0.00 0.00 0.00 103f795.92 0.00 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) 0.00 8. Total Gross Assets (total Lines 1-7) (8) 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 30,024. 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 2 , 438 . 11. Total Deductions (total Lines 9 & 10) (11) 12. Net Value of Estate (Line 8 minus Line 11) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) has not been made (Schedule J) 14, Net Value Subject to Tax (Line 12 minus Line 13) (14) 62 08 O_FFICIAL USE ONLY 217,795.92 32,462.70 185,333.22 0.00 185,333.22 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15, Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a){1.2) 0 · 0 0 x .00 (15) 16. Amount of Line 14 taxable at lineal rate 185,333.22 x .045 (16) 17. Amount of Line 14taxable at sibling rate 0 · 00 x .12 (17) 18. Amount of Line 14 taxable at collateral rate 0. 0 0 X .15 (18) 19. Tax Due (19) 20. ~,J CHECK HERE IF YOU ARE REQUESTING A REFUND OF AN OVERPAYMENT J 0.00 8,339.99 0.00 0.00 8,339.99 >> BE SURE TO ANSWER ALL QUESTIONS ON PAGE 2 AND RECHECK MATH<< 0 PA15001 NTF 29755 Copyright 2000 Greatland/Nelco LP- Forms Software Only PA REV-1500 EX (8-00) Decedent's Complete Address: Page 2 fSTREET ADDRESS 1405 Lowther Road Upper Allen Twp. , C,~mherland CITY Camp Hill County STATE PA 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 Interest/Penalty if applicable D. interest E. Penalty 0.00 6fO00.O0 300.00 (1) Total Credits(A + B + C) (2) 0.00 0.00 Total Interest/Penalty (D + E) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT 8,339.99 6,300.00 0.00 2,039.99 0.00 2,039.99 PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retalntheuseorincomeofthepropertytransferred; ....................................... ~ ~ 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? ........................................................ C :~ 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 information of which preparer has an}, knowledge. ~O,R F~ILING RETURN ADDRESS /~ , -- SEE LISTING S~~ REPRESENTATIVE ATTACHED ~DD~SH~--W~st Main Street P.O. Box 318 DATE Mechanicsburg, PA 17055 DATE 'l For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. Ii 9118 (a)(1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a)(1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on er after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natu.ral parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9118(aX1.2)]. Th · tax rate impose d on the net value of transfers to or for the use of the deced ent's lineal beneficiaries is 4.5%, except as noted in 72.P.S. § 9116(1,2) [72 P.S. Ii 9116(aXl)], 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. S 9116(aX1.3)]. 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. 0 PA15002 NTF 29758 Copyright 2000 Greatland/Nelco LP- Forms Software Only Estate of: Verdie E. Holland 201-18-2710 Jack Holland, Jr. 3411 North Second Street Harrisburg, PA 17110-1404 Ronald L. Holland 36 Westfields Drive Mechanicsburg, PA 17050 Executor REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Holland, Verdie E. 21-2002-0093 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 NO. DESCRIPTION OF DEATH 1. 114,000.00 Property known and n,,mhered as 1405 Lowther Road, Lower Allen Township, C,,mherland County, PA, sale value (settlement sheet attached) TOTAL (Also enter on line 1, Recapitulation) $ 114,000.00 (If more space is needed, insert additional sheets of the same size) 0 PA15021 NTF 33299 Copyright 2000 Greatland/Nelco LP- Forms Software Only A. Se{tlement Statement U.S. Depadment of Housing and Urban Development ~ 'IF OMB No. 2502-0265 B, Type of Loan 1, [] FHA 2. [] FmHA 3. [] Cony. Unins File Number ILoan Number Mortgage Insurance Case Number 4. [] VA 5. [] Conv. Ins. 24562 I C. NOTE:This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "p.o.c" were paid outside of closing; they. are shown here for informational purposes and are not included in the totals. D. NAME AND ADDRESS OF BORROWER: BEVERLYA. MALONEY ,PA E. NAME AND ADDRESS OF SELLER: RONALD L. HOLLAND ,PA WASHINGTON SAVINGS BANK · PA 1405 L OWTHER ROAD CAMP HILL, PA 17011 F. NAME AND ADDRESS OF LENDER: G. PROPERTY LOCATION: THE ESTATE OF VERDIE E. HOLLAND ,PA H. SETTLEMENT AGENT: PLACE OF SETTLEMENT: TIN: Ceder Cliff Abstract Agency, Inc. 414 Bridge Street, New Cumberland, PA 17070 23-2133165 I. SETTLEMENT DATE: 05/15/2002 J. SUMMARY OF BORROWER'S TRANSACTION 100. GROSS AMOUNT DUE FROM BORROWER: 101. Contract Sales Price ~;114,000. O0 102. Personal Property 103. Settlements charges to borrower: (trom line 1400) $8,296.29 104. 105. RESCISSION DATE: K. SUMMARY OF SELLER'S TRANSACTION 400. GROSS AMOUNT DUE TO SELLER: 4Ol. Contract Sales Price $114~000.00~ 402. Personal property 403. 404. 405. ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: ADJUSTMENTS FOR ITEMS PAID BY SELLER IN ADVANCE: 106. City/town taxes to 406. City/town Taxes to 107. County Taxes 05/15/2002 to 12/31/2002 $244.86 407. County Taxes 05/15/2002 to 12/31/2002 $244.86 108. Assessments 05/15/2002 to 06/30/2002 $128.31 408. Assessments 05/15/2002 to 06/30/2002 $128.31 109. 409. 110. SEWER/~RASH 5-15 TO 6-30-02 $35.25 410. SEWER/TZ~SH 5-15 TO 6-30-02 $35.25 111. 411. 412. 420. GROSS AMOUNT DUE TO SELLER: 112. 120. GROSS AMOUNT DUE FROM BORROWER: $122,704.71 $114,408.42 200. AMOUNTS PAID BY OR IN BEHALF OF BORROWER: '500. REDUCTIONS IN AMOUNT DUE TO SELLER: 201. Deposit or earnest money $5,000.00 501. Excess deposit (see instructions) 202. Principal amount of new loan(s) $113,050. O0 502. Settlement charges to seller (line 1400) $8,155. O0 203. Existing loan(s) taken subject to 503. Existing loan(s) taken subject to 504. Payoff of first mortgage loan 505. Payoff of second mortgage loan 506. '507. 508. 509. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 510, City/town taxes to 511. County taxes to 512. Assessments to 513. 514. $5,400.00 515. SELLER ASSISTANCE $5,400.00 516. 517. 518. 204. 205. 206. 207. 208. 209. ADJUSTMENTS FOR ITEMS UNPAID BY SELLER: 210. City/town taxes to 211. County taxes to 212. Assessments to 213. 214. 216. 217. 218. 219. 220. TOTAL PAID BY/FOR BORROWER: $123,450.00 519. 520. TOTAL REDUCTIONS IN AMOUNT DUE TO SELLER: $13,555.00 HUD-! (Rev, 3/06) L. 700. TOTAL SALES/BROKER'S COMMISSION SETTLEMENT CHARGES BASED ON PRICE $114,000.00 ~ 6 %= $6,840.00 DIVISION OF COMMISSION (LINE 700) AS FOLLOWS: 701. $3,395.00 to PRUDENTIAL THOMPSON WOOD 702. $3,445. O0 In ERA-NRTf INC. 703. $0.00 to PAID FROM BORROWER'S FUNDS AT SETTLEMENT OMB No. 2502-0265 PAID FROM SELLER'S FUNDS AT SETTLEMENT 704, $O. O0 to , "' 705. Commission paid al settlement $6,84 O. O0 706. 800. ITEMS PAYABLE IN CONNECTION WITH LOAN: 801. Loan odginalidn fee % 1o WASHINGTON SAVINGS BANK 802. Loan discount 2. 0000 % to WASHINGTON SAVINGS BANK $2,261. O0 803. Appraisal fee to: CONNOR INSPECTION $350. O0 804. Credit report to: MCR $1 6.9 6 805. Lender's inspection fee CONNOR FINAL INSPECTION FEE $ 75. O0 806. Mortgage insurance application fee to WASHINGTON SAVINGS BANK 807. Assumption fee WASHINGTON SAVINGS BANK 808. FLOOD CERT GEO TRACT $22.50 809. APPLICATION FEE TWSB $255. O0 811. 900. ITEMS REQUIRED BY LENDER TO BE PAID IN ADVANCE: 901. Interest from 05/17/2002 to 06/01/2002 ~ $20.13 1 day I $301.95 I 902. Mortgage insurance premium for mos. to I I 903. Hazard insurance premium for 1.00 yrs. to STAT~ FARM INSURANC~ ( $285. O0 P.O.C.) 904. Flood insurance premium for yrs. to 905. FHA/PMI HTG. INS PRI'~4. DEPT OF HaG & ~ DEV. $1,671.00 1000. RESERVES DEPOSITED WITH LENDER: 1001. Hazard insurance 2.00 months @ $23. 75 per monlh $4 7.50 1002. Mortgage insurance months ~ per month 1003. Cily property taxes months ~ per month 1004. County property taxes 5.00 months @ $31.91 per month $159.55 1005. Annual assessments 12. O0 months (~ $82. O1 per month $984.12 1006. Flood insurance months @ per month 1007. months ~ per month 1008. months ~ per month 1009. Aggregate Accounting Escrow Adjustment ($207.04) 1100. TITLE CHARGES: 1101. Settlement or closing fee lo Cedar Cliff Abstract Agency, Inc. 1102. Abstract or lille search to 1103. Title examination Io CASH $20. O0 1104. Title insurance binder to 1105. Document preparation to SECURED LAND TRANSFF_J~ $75. O0 1106. Nolary fees to 1107. Altorney's fees to (includes above items Numbers: 1108. Title insurance to CEDAR CLIFF ABSTRACT AGENCY, INC. (includes above items Numbers: TITLE INSURANCE ONLY ) 1109. Lender's coverage ( $113,050. O0 ) 1110. Owner's coverage ( $114,000. O0 ) 1111. END, 100, 300, 8.1 1112. INSURED CLOSING LETTER 1113. 1200. GOVERNMENT RECORDING AND TRANSFER CHARGES: 1201. Recording fees: Deed $27.50 ;Mortgage 1202. City/county tax/stamps: Deed $2,280. O0 ;Mortgage $3 7.50 ; Releases $928. 75 I $150.00] $35.00 1400. TOTAL SETTLEMENT CHARC, F.q 1203. State tax/stamps: Deed ; Mortgage 1204. 1205. 1300. ADDITIONAL SETTLEMENT CHARGES: ~ 1301. Survey to 1302. Pestinspectionto POC 40. O0 ~ 1303. SLS ~.';J EX ~ $20. O0 1304. ERA-~T, INC. TRANSACTION FEE $I00.00 1305. NOME INSPECTION POC 250. O0 1306. 1307. $1,140.00 $1,140.00 $65.00 REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF Holland, Verdie E. FILE NUMBER 21-2002-0093 Include roceeds of litigation & date proceeds were received bythe estate. All prop. jointly-owned with right of survivorship must be disclosed on Sch. F. ITEM NO. 1. 2 3 4 5 6 7 8 DESCRIPTION Proceeds from sale of 1995 Chevy Lumina automobile Proceeds from sale of household goods via public auction Waypoint Bank, checking account #900002478 Waypoint Bank, savings account #960009498 First National Bank of Marysville, checking account #38-844-0 Frist National Bank of Marysville, savings account #18-00643-4 Commonwealth of Pennsylvania State Employees' Retirement System, retirement benefit for January 2002 Loan Receivable from Mary Black in the ~ount of $2,400.00 TOTAL (Also enter on line 5, Recapitulation) $ VALUE AT DATE OF DEATH 5,100.00 1,599.00 1,831.75 58,403.26 648.96 33,391.41 421.54 2,400.00 103,795.92 (If more space is needed, insert additional sheets of the same size) Copyright 2000 Greatland/Nelco LP - Forms Software Only 0 PA15081 NTF 33305 EV-1511EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Holland, Verdie E. 21-2002-0093 Debts of decedent must be reported on Schedule I. ITEM NO. DESCRIPTION AMOUNT 5. 6. 7. 9 10 11 12 13 FUNERAL EXPENSES: Ronald C.L. Smith Funeral Home, funeral services Gingrich Memorials, memorial marker ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Ronald L Holland & Jack Holland, Jr. Social Security Number(s)/EIN No. of Personal Representative(s)206-32-1622 & 209-28-89 Street Address 36 Westfields Drive & 3411 North Second Street City Mechanicsburg & Harrisburg State PA Zip 17050 & 17110 Year(s) Commission Paid: Attorney Fees Name: Snelbaker, Brenneman & Spare Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees Commonwealth of Pennsylvania State Employees' Retirement System, reimbursement for unearned retirement pension paid in error for period of 1/19/02 - 1/30/02 L. G. Connor Real Estate Appraisers, Ltd., real estate ppraisal fee Bricker's Auction, commission on sale of household goods C,~m~erland Law Journal, advertising Executors notice The Patriot-News, advertising Executors notice Campbell's Reconditioning, auto detailed for sale ~3 4,666.00 1,322.00 10,500.00 3,000.00 0.00 138.00 0.00 0.00 168.62 275.00 533.00 75.00 142.99 95.00 Total from continuation pages .... 9,109.01 TOTAL(Alsoenteronline9, Recapitulation) $ 30,024.62 (If more space is needed, insert additional sheets of the same size) 0 PA15111 NTF 33308 Copyright 2000 Greatland/Nelco LP- Forms Software Only Estate of: Holland, Verdie E. Schedule H, Part B -- Administrative Costs Item No. Description 14 15 16 17 18 19 20 21 Ronald L. Holland, reimbursement for following expenses: 1. Miscellaneous repair supplies required to prepare real estate for sale - $206.17 2. Chem-Dry - clean carpets in preparation for sale of real estate - $148.35 H&R Block, preparation of 2002 personal income tax returns Chimney Sweep Systems, chimney inspection required for sale of real estate Bonnie K. Miller, Treasurer, 2002 Real Estate taxes ERA Realty, commission paid on sale of Real Estate Secured Land Transfer, documentation prepration on sale of Real Estate Transfer tax on sale of real estate ERA, transfaction fee on sale of real estate Page 2 21-2002-0093 Amount 354.52 100.00 116.55 382.94 6,840.00 75.00 1,140.00 100.00 TOTAL. (Carry forward to main schedule) ...... 9,109.01 REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF FILE NUMBER Holland, Verdie E. 21-2002-0093 Include unreimbursed medical expenses. ITEM NO. DESCRIPTION AMOUNT 2 3 4 5 6 7 8 9 10 11 12 13 14 Pennsylvania American Water Company, water service, account payable Verizon, phone service, account payable EKG Associates, medical services, account payable PPL, electric service, account payable Moffitt Heart & Vascular Group, medical services, account payable Quantum Imaging & therapeutic Associates, Inc., medical services, account payable Oakwood Center Radiation Oncology, medical services, account payable Holy Spirit Hospital, medical services, account payable West Shore Ambulance Service, ~mhulance service, account payable Andrews & Patel Associates, P.C., medical services, account payable Spirit Physician Services, medical services, account payable West Shore Anesthesia, medical services, account payable West Shore Pathology, medical services, account payable Golden Lake Veterinary Clinic, vet services, account payable 22.95 20.10 1.74 21.84 16.62 90.80 122.58 1,591.10 38.17 111.00 15.10 14.36 26.72 345.00 TOTAL (Aisc enter on line 10, Recapitulation) $ 2,438.08 (If more space is needed, insert additional sheets of the same size) 0 PA15121 NTF 33309 Copyright 2000 Greatland/Nelco LP- Forms Software Only REV-1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF FILE NUMBER Holland, Verdie E. 21-2002-0093 RELATIONSHIP TO DECEDENT AMOUNT OR SHARE NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE I 1. 5 II 1. TAXABLEDISTRIBUTIONS[includeoutrightspousaldi~ributions, and transfemunderSec. 9116(a)(1.2)] Holland, Jr., Jack 3411 North Second Street Harrisburg, PA 17110-1404 Holland, Ronald L 36 Westfields Drive Mechanicsburg, PA 17050 Holland, Russel W 1602 North Third Street Harrisburg, PA 17102 Holland, Robert W C/O Ronald L. Holland 36 Westfields Drive Mechanicsburg, PA 17050 Son Son Son Son 26,476.17 26,476.17 26,476.17 26,476.17 Whitekettle, Verdie M Daughter 830 Lincoln Street Duncannon, PA 17020 ENTER D~LLARAM~S~F~RD~~TR~B~~~H~~NAB~~E~NL~NE~15~HR~UGH18~A~APPR~PR~A~E~~NREv-15~~~~VERSHEET 26,476.18 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 DISTRIBS. ON LINE 13 OF REV-1500 COVER SHEET $ 0 . 00 (If more space is needed, insert additional sheets of the same size) 0 PA15131 NTF 33293 Copyright 2000 Greatland/Nelco LP- Forms Software Only Estate of: Holland, Verdie E. Schedule J Part 1 -- Beneficiaries Item No. Name and Address of Person(s) receiving property Relationship Page 2 21-2002-0093 Amount or Share of Estate 5 6 Black, Mary E. R.D. 1, Box 490 Shermans Dale, PA 17090 Beaston, Sheryl A. 6 Pine Hill Avenue Mechanicsburg, PA 17050 Daughter Daughter 26,476.18 26,476.18 LAST WILL AND TESTAMENT OF VERDIE E. HOLLAND COP\ I, VERDIE E.HOLLAND, of Lower Allen Township, Cumberland County, Pennsylvania, being of sound mind, memory and understanding, do make and publish this, my Last Will and Testament, hereby revoking all former Wills by me at any time heretofore made. Item I. I direct that all inheritance and estate taxes becoming' due by reason of my death, whether such taxes may be payable by my estate or by any recipient of any property shall be paid by my Co-Executors out of the property passing under Item II of this Will, as an expense and cost of administration of my estate. My Co-Executors shall have no duty or obligation to obtain reimbursement of any such tax so paid, even though on proceeds of insurance or other property not passing under this Will. In the absolute discretion of my Co-Executors, such taxes may be paid immediately, or the Co-Executors may postpone the payment of taxes on future or remainder interests until the time possession thereof accrues to the beneficiaries. Item II. I give, devise and bequeath all the rest, residue and remainder of my estate, of whatsoever nature and wheresoever situate at the time of my death, to my children, Jack Holland< Jr., Robert W. Holland, Ronald L. Holland, Verdie M. Whitekettle, Sheryl A. Beaston, Mary E. Black and Russell W. Holland. In the event any of my children should predecease me, the share ~that he or she would have received shall be distributed in equal shares amon~my surviving children. Item III. I nominate, constitute and appoint my sons, Jack Holland, Jr. and Ronald L. Holland, as Co-Executors of this, my Last Will and Testament. It is my desire that my Co-Executors shall serve without bond. IN WITNESS WHEREOF, I, VERDIE E. HOLLAND, have set my hand and seal to this, my Last Will and Testament, typewritten on this and one (1) other page, this 3rd day of January, 2002. Verdie E. Holland State of Pennsylvania County of Dauphin I, VERDIE E. HOLLAND, testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntary act for the purposes therein contained. Sworn or affirmed to and acknowledged before me, by VERDIE E. HOLLAND, the testatrix, the 3rd day of January, 2002. I Notarial Se7. I ] ! Carol A. Fasting, Not~'., y Pur.,iic J J Susquehanna Twp., Dauphin Count, J J.no 6. 2o0s I Verdie E. Holland Notary Public We, James H. Turner and Christine V. Turner, the Witnesses, respectively, whose names are signed to the attached or foregoing instrument, being duly qualified according to law, do depose and say that we were present and saw the testatrix sign and execute the instrument as her Last Will and Testament; that VERDIE E. HOLLAND signed willingly and that she executed it as her free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the testatrix was at that time eighteen or more years of age, of sound mind and under no constraint or undue influence. Carol A. Fasting, NotE, .~ i- b:.. 3 Susquehanna Twp., Dauphin Ccumy My Commission Expires June 6, 2005 Member, Penn~y~an~ As,~oa~ ct Notanea Sworn or affirmed to and subscribed to before me by James H. Turner and Christine V. Turner, the Witnesses, this 3rd day of January, 2002. ~f~'ess v _ .. Notary Public BUREAU OF ZNDZVZDUAL TAXES ZNHERTTANCE TAX DIVISION DEPT. 280601 HARRISBURG, PA 17128-0601 COHHONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF ZNHERZTANCE TAX APPRAISEMENT, ALLO#ANCE OR DISALLO#ANCE OF DEDUCTZONS AND ASSESSMENT OF TAX RICHARD C SNELBAKER SNELBAKER ETAL qq N HAIN ST NECHANICSBURG DATE 09-10-2002 ESTATE OF HOLLAND DATE OF DEATH 01-18-2002 FILE NUHBER 21 02-0093 '('~/ ~ ~' i! ':i!i COUNTY CUMBERLAND ACN 101 PA 1~'55 I Aeoun* Remi**ed r VERDIE E HAKE CHECK PAYABLE AND RENZT PAYNENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THZS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-02) NOTZCE OF ZNHERZTANCE TAX APPRAZSENENT, ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSHENT OF TAX ESTATE OF HOLLAND VERDIE E FZLE NO. 21 02-0093 ACN 101 DATE 09-10-2002 TAX RETURN NAS: (X) ACCEPTED AS FILED ( } CHANGED RESERVATZON CONCERNZNG FUTURE ZNTEREST- SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN 1. Reel Estate (Schedule A) (1) 2. S~ocks and Bonds (Schedule B) 3. Closely Hold Stock/Partnership In~eres~ (Schedule C) (3) q. Mor~gagos/No~os Receivable (Schedule D) $. Cash/Bank Deposits/Misc. Personal Proper~y (Schedule E) ($) 6. Jointly Owned Propor~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Asse~s APPROVED DEDUCTIONS AND EXEMPTIONS: 9. Funeral Expenses/Ada. Costs/Hisc. Expenses (Schedule H) (9) 10. Dab~s/Hor~gage Liabili~ies/Lions (Schedule I) (10) 11. To,al Deductions 12. Ne~ Value of Tax Re~urn llq~O00.O0 .00 .00 .00 103~795.92 .00 .O0 (8) NOTE: To insure proper credi~ ~o your account, subei~ ~he upper portiol of ~his fore with your ~ax payment. 217,795.92 30,OZq.6Z 2.q38.08 (11) 32.462.70 (12) 185,333.22 13. lq. NOTE: Charitable/government:al Bequest:s; Non-eXecS:ed 9115 Trusts (Schedule J) (1:5) . O0 Ne~: Value of Es~a~e Subject: ~:o Tax (lq) 185,333 :;f an assessment was issued previously, lines 14, 15 and/or 16, 17, :18 and 19 w111 reflect figures that include the total of ALL returns assessed to date. CDO01050 315.79 CDOOlqq7 .00 REFUND .00 XF PAID AFTER DATE /NDICATED, SEE REVERSE FOR CALCULATION OF ADD/TIONAL /NTEREST. 07-25-2002 09-03-Z002 0q-10-2002 19. Princi>al Tax Due TAX CREDZTS: PAYMENT RECE/PT BATE NUMBER DISCOUNT (+) INTEREST/PEN PAID (-) . O0 x O0 = . O0 185,333.22 x Oq5= 8,339.99 · O0 x 12 : . O0 · 00 x 15 = .00 (19)= 8,339.99 AMOUNT PAID 6,000.00 2,039.99 15.79- TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 8,339.99 .00 .00 .00 ( XF TOTAL DUE IS LESS THAN $1, NO PAYMENT IS REQUIRED. XF TOTAL DUE IS REFLECTED AS A 'CREDIT' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) ASSESSMENT OF TAX: 15. Amount: of Line lq e~: Spousal ra~e (15) 16. Aeoun~ of Line lq taxabXe e~ LineeX/Class A re~e (16). 17. Aeoun~ of Line lq a~ Sibling ra~e (17) 18. Aeoun~ of Line lq ~mxabXm a~: Collateral/Class B rata (18) RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 11, 1981 -- if any futura interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise end assess transfer Inheritance Taxes at the lawful Class 8 (collateral) rate on any such futura interest. To ~ulfill the requirements of Section 2140 of the Inheritance and Estate Tax Act, Act 13 of ZOO0. (72 P.S. Section 91403. Detach the top portion of this Notice and submit with your payment to the Register of #ills printed on the reverse side. --Make check or money order payable to: REGISTER OF NILLS, AGENT A refund of a tax credit, which ems not requested on the Tax Return, may ba requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications are available at the Office of the Register of Nills, any of the 23 Revenue District Offices, or by calling the special Z4-hour answering service for fores ordering: 1-800-361-Z050) services for taxpayers eith special hearing and / or speaking needs: 1-800-447-3010 iTT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessment of tax (including discount or interest) as shown on this Notice must object within sixty (603 days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. 181011, Harrisburg, PA 17118-10Z1, OR --election to have tho matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should ba addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Reviea Unit, Dept. Z80601, Harrisburg, PA 17118-0601 Phone (717) 787-6303. Sea page 5 of the booklet "Instructions for /nheritance Tax Return for a Resident Decedent" (REV-IS01) 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 (SI) 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 (9) months and one (1) 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 (61) percent per annum calculated at a daily rate of .000164. AIl taxes which became delinquent on and after January 1, 1981 will bear interest at a rate which will vary from calendar year to calendar year aith that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOOZ are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 20Z .000548 1991 91 .000247 1983 167. .000438 199'~- 1994 77. .000192 1984 117. .000301 1995-1998 97. .000247 1985 137. .000356 1999 77. .000191 1986 107. .000274 ZOO0 87. .000119 1987 97. .000247 ZOO1 97. .000147 1988-1991 117. .000301 ZOOZ 67. .000164 --Interest is calculated as follows: TNTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELZNI~UENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent alii reflect an interest calculation to fifteen (15) days beyond the data of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must be calculated. LAW OFFICES SNELBAKER. BRENNEMAN & Spare RECEIPT AND RELEASE WHEREAS, Verdie E. Holland, late of Lower Allen Township, County of Cumberland and Commonwealth of Pennsylvania, died on January 18, 2002, having first made her Last Will and Testament in writing probated before the Register of Wills of said Cumberland County on January 28, 2002, and Letters Testamentary were issued on the same date to Jack Holland, Jr. and Ronald L. Holland, the Executors named in the Last Will and Testament of said Decedent; and WHEREAS, said Executors have entered upon and completed their administration of said Decedent's Estate as set forth in their First and Final Account attached hereto, and intends to distribute the net balance of the assets of said Estate to the persons named in the Statement of Proposed Distribution also attached hereto, both of said documents being incorporated herein by reference thereto; and NOW KNOW ALL MEN BY THESE PRESENTS, that we, Jack Holland, Jr., Ronald L. Holland, Russell W. Holland, Robert W. Holland, Verdie M. Whitekettle, Mary E. Black and Sheryl A. Beaston, being the principal legatees and distributees named in the Will of said Decedent and the persons entitled to share in the residuary distribution of the Estate of said Decedent, do hereby declare LAW OFFICES SNELBakER, BRENnEMAN & SPARE and say that we, and each of us, have examined the attached Account and Statement of Proposed Distribution, and find the same to be true and correct, and in strict accordance with the terms and provisions of said Will, and we do hereby acknowledge that we, and each of us, this day have, had and received of and from Jack Holland, Jr. and Ronald L. Holland, Executors of the Estate of Verdie E. Holland, the cash, personalty and/or real estate set opposite our names in the above Statement of Proposed Distribution, in full satisfaction, payment and discharge of all such sum or sums of money, legacies and bequests, share or shares, purports and dividends which were due, owing and payable and belonging to us, and each of us, by any means whatsoever, for or on account of our full share, part or dividend of the Estate of Verdie E. Holland, Deceased. NOW, THEREFORE, we, and each of us, the said Jack Holland, Jr., Ronald L. Holland, Russell W. Holland, Robert W. Holland, Verdie M. Whitekettle, Mary E. Black and Sheryl A. Beaston, do by these presents, remise, release, quit-claim and forever discharge the said Jack Holland, Jr. and Ronald L. Holland, their heirs, executors and administrators, of and from our said shares or dividends of the Estate aforesaid, and of and from all actions, suits, payments, accounts, reckonings, claims and demands whatsoever, for or by reason thereof, or of any act, matter, cause or thing whatsoever, from the beginning of the world to the day and date of these presents. LAW OFFICES SNELBAKER, BRENNEMaN & Spare AND, desiring to avoid the delay and expense of the settlement of said Estate by filing the foregoing Account of said administration in the Office of the Register of Wills of said Cumberland County and by having the balance in the hands of the Executors, as shown by said Account, distributed by the Court of Common Pleas of Cumberland County - Orphans' Court Division, we, and each of us, do hereby agree that the foregoing Account and Statement concerning the matter of settlement may be recorded with the same effect upon us, and each of us, as if the same had been reported upon by said Court, in a decree of distribution made on such proposed Statement of Distribution by the said Court of Common Pleas - Orphans' Court Division. AND in consideration of the aforesaid settlement being made without the aid of such Court of Common Pleas - Orphans' Court Division, that we, and each of us, the said Jack Holland, Jr., Ronald L. Holland, Russell W. Holland, Robert W. Holland, Verdie M. Whitekettle, Mary E. Black and Sheryl A. Beaston, do hereby agree that if any debts or demands other than those included in the above referenced First and Final Account, as hereinbefore set forth, shall be hereafter recovered against the Estate of said Decedent and be legally payable out of the same, that we, and each of us, will return to the said Executors such amounts thereof as may be necessary to pay such debts or demands. [.aw OFFICES SNELBaKER. BRENNEMaN & Spare IN WITNESS WHEREOF, we have hereunto set our hands and seals this.~,~.-~ day of ~%e~(- 2002. WITNESSED BY: · ,---~'--.-.'" ( SEAL ) Jack Holl. _~...; ~ ~. ~ (SEAL) Ronald L. Holland Russell W. Holland ( SEAL ) "~bert W. Holland v Verdie M. Whitekettle ~'41 c k ~aryV ~ S . Beaston ( SEAL ) (SEAL) [.AW OFFICES SNELBaKER. BRENNEmaN & Spare COMMONWEALTH OF PENNSYLVANIA) : SS. On this the ~ro~ day of 5~%~ 2002, be£ore me, a Notary Public in and for said State and County, the undersigned o££icer, personally appeared Jack Holland, Jr., Ronald L. Holland, Russell W. Holland, Robert W. Holland, Ve~die M. Whihekettle, Ma~y E. Black and She~yl ~. Beaston, known to me (o~ satisfactorily p~oven) to be the persons whose names a~e subscribed to the within instrument and acknowledged that they executed the same fo~ the purposes therein contained. IN WITNESS WHEREOF, I hereunto set my hand and o~ficial seal. ~~~~ ~~ Notary Public Not~ ~1 - ' Sa~m ~ ~, N~ P~m Law OFFICES SNELBAKER. BRENNEMAN & SPARE ESTATE N0.22-02-0093 FIRST AND FINAL ACCOUNT AND STATEMENT OF PROPOSED DISTRIBUTION OF AND BY JACK HOLLAND, JR. AND RONALD L. HOLLAND, EXECUTORS OF THE ESTATE AND UNDER THE LAST WILL AND TESTAMENT OF VERDIE E. HOLLAND, DECEASED, LATE OF LOWER ALLEN TOWNSHIP CUMBERLAND COUNTY, PENNSYLVANIA Jack Holland, Jr. and Ronald L. Holland, Executors as aforesaid and Accountants herein, avers as follows: DATE OF DECEDENT'S DEATH: DATE LETTERS TESTAMENTARY ISSUED: January 18, 2002 January 28, 2002 DATES EXECUTOR NOTICE ADVERTISED: Cumberland Law Journal Patriot-News February 15, 22, March 1, 2002 February 12, 19, 26, 2002 FIRST AND FINAL ACCOUNT PERSONALTY - PRINCIPAL ACCOUNT DEBITS The Accountants charge themselves with the receipt of the Decedent's personalty, goods and chattels as set forth in their inventory heretofore filed in the amount of: The Accountants charge themselves with the following additional receipts: 1. Nationwide Mutual Fire Insurance, refund on homeowners policy 2. Commonwealth of PA, revenue rebate 3. Commonwealth of PA, refund of Inheritance Tax TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, DEBITS: PERSONALTY - PRINCIPAL ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from Decedent's Personalty Account: 1. Verizon, phone service 2. PPL, electric service 3. Moffitt Heart & Vascular Group, medical services 4. Quantum Imaging & Therapeutic Assoc., medical services 5. Oakwood Center Radiation Oncology, medical services 6. Ronald C.L. Smith Funeral Home, funeral services 7. Holy Spirit Hospital, medical services 8. Mary Black, reimbursement for car detailing 9. Bricker's Auction, commission paid on sale of household goods 10. Golden Lake Veterinary Clinic, veterinary services 11. Andrews & Patel Associates, P.C., medical services 12. West Shore Anesthesia, medical services 13. Spirit Physician Services, medical services 14. West Shore Pathology, medical services 15. Pennsylvania American Water Co., water service 16. Register of Wills, Agent, payment on account of Inheritance Tax 17. State Employees' Retirement System, return of retirement benefit for period of 1/19/02 - 1/30/02 18. Nationwide Mutual Fire Insurance, homeowners insurance 19. Lower Allen Township, sewer 20. West Shore EMS, ambulance service 21. EKG Associates, medical bill 22. Gingrich Memorials, monument :23. Register of Wills, filing fee for Inheritance Tax Return Page i $ 103,795.92 151.50 197.00 15.79 $ 104,160.21 $ 40.67 80.27 16.62 90.80 122.58 4,666.00 1,591.10 95.00 533.00 345.00 111.00 14.36 15.10 26.72 65.77 6,000.00 168.62 183.50 67.50 38.17 1.74 1,322.00 15.00 LAW OFFICES SNELBakEr, BrENNEMaN & SparE 24. Register of Wills, Agent, Inheritance Tax 25. Register of Wills, additional probate fee 26. Ronald L. Holland, Executor commission 27. Jack Holland, Jr., Executor commission 28. Snelbaker, Brenneman & Spare, P.C., attorney services 29. Snelbaker, Brenneman & Spare, P.C., costs advanced: a. Register of Wills, probate fee b. Cumberland Law Journal, advertising Executors notice c. Patriot-News, advertising Executors notice 30. Reserve for filing fees, accounting costs and other costs associated with the administration of Decedent's Estate TOTAL, PERSONALTY, PRINCIPAL ACCOUNT, CREDITS: PERSONALTY - INCOME ACCOUNT DEBITS The Accountants charge themselves with the receipt of the following income from the investment of Personalty Principal: 1. Orrstown Bank, estate checking account # 111-000511, interest 2. Orrstown Bank, estate money market account #111-000322, interest 3. Waypoint Bank, checking account # 900002478, interest 4. Waypoint Bank, savings account # 960009498, interest 5. First National Bank of Marysville, checking account # 38-844-0, interest 6. First National Bank of Marysville, savings account # 18-00643-4, interest TOTAL, PERSONALTY, INCOME ACCOUNT, DEBITS: PERSONALTY- INCOME ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from the Personalty Principal Account: Ronald L. Holland, reimbursement for payment to H&R Block for preparation of Final Individual Tax Returns TOTAL, PERSONALTY, INCOME ACCOUNT, CREDITS: REAL ESTATE - PRINCIPAL ACCOUNT DEBITS 'he Accountants charge themselves with the receipt of Decedent's Real Estate as set forth in their Inventory heretofore filed in the amount of: The Accountants charge themselves with the following additional receipts: 1. Adjustments at settlement for taxes and sewer TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, DEBITS: REAL ESTATE - PRINCIPAL ACCOUNT CREDITS The Accountants claim credit for the payment of the following items from Real Estate Principal Account: 1. L.G. Connor Real Estate, appraisal fee 2. Bonnie K. Miller, Treasurer, 2002 Real Estate Taxes 3. Ronald L. Holland, reimbursement for following expenses: a. Walmart - paint / paint supplies b. Heper's True Value (roller / paint supplies) c. Chem-Dry of Harrisburg (carpet cleaning) 4. Ronald L. Holland, reimbursement for purchase of supplies to repair real estate for sale 5. Chimney Sweep Systems, inspection of wood stove required for sale of real estate 6. Jack Holland, Jr., reimbursement for overnight delivery of settlement papers Page 2 138.00 75.00 142.99 45.78 1.88 148.35 2,039.99 155.00 5,250.00 5,250.00 3,000.00 355.99 500.00 $ 32,161.50 $ 30.56 1,752.22 1.88 167.79 1.10 83.96 $ 2,037.51 $ 100.00 $ 100.00 $ 114,000.00 408.42 $ 114,408.42 $ 275.00 382.94 196.01 158.51 116.55 19.99 LAW OFFICES SNELBaKER, BRENNEMaN & Spare Settlement charges on real estate sale a. Document preparation fee and transaction fee b. Commission paid to ERA / Prudential c. Transfer tax d. Seller Assistance paid to buyer TOTAL, REAL ESTATE, PRINCIPAL ACCOUNT, CREDITS: REAL ESTATE - INCOME ACCOUNT DEBITS The Accountant charges himself with the receipt of the income from the investment of Real Estate Principal Account: TOTAL, REAL ESTATE, INCOME: ACCOUNT, DEBITS: REAL ESTATE - INCOME ACCOUNT CREDITS The Accountant claims credit for the payment of the following items from the Real Estate Income Account: TOTAL, REAL ESTATE, INCOME ACCOUNT, CREDITS: Page 3 175.00 6,840.00 1,140.00 5,400.00 13,555.00 $ 14,704.00 NONE $ NONE $ NONE $ NONE LAW OFFICES SNELBaKER, BRENNEMaN & Spare PERSONALTY: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL PERSONALTY REAL ESTATE: PRINCIPAL ACCOUNT: Debits Credits Balance INCOME ACCOUNT: Debits Credits Balance TOTAL REAL ESTATE: TOTAL FOR DISTRIBUTION: RECAPITULATION Page 4 104,160.21 32,161.50 2,037.51 100.00 114,408.42 14,704.00 NONE NONE $71,998.71 $ 1,937.51 $99,704.42 $ NONE 73,936.22 99,704.42 173,640.64 LAW OFFICES SNELBAKER, BRENNEMAN & SPARE STATEMENT OF PROPOSED DISTRIBUTION Jack Holland, Jr. & Ronald L. Holland, Executors and Accountants herein, proposes to distribute the balance of the Estate of Verdie E. Holland, Deceased, to wit: $173,640.64 in accordance with the Last Will and Testament of said Decedent as follows: 1. Jack Holland, Jr. 1/7 of the residue as per Item Second of Will 2. Ronald L. Holland 1/7 of the residue as per Item Second of Will 3. Russell W. Holland 1/7 of the residue as per Item Second of Will 4. Robert W. Holland 1/7 of the residue as per Item Second of Will 5. Verdie M. Whitekettle 1/7 of the residue as per Item Second of Will Mary E. Black 1/7 of the residue as per Item Second of Will Cancellation of outstanding loan 7. Sheryl A. Beaston 1/7 of the residue as per Item Second of Will TOTAL FOR DISTRIBUTION: Page 5 $ 24,805.80 24,805.80 24,805.80 24,805.81 24,805.81 22,405.81 2,400.00 24,805.81 $ 173,640.64 COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND SS: Jack Holland, Jr., and Ronald L. Holland, being duly sworn according to law deposes and says that they are the Executors of the Estate and under the Last Will and Testament of Verdie E. Holland, Deceased, and the Accountants herein; that there are no unpaid creditors or claimants of said Estate; that there are no persons interested in the distribution of said Estate other than as stated in the foregoing Statement of Proposed Distribution; and that the facts set forth in the foreqoing First and Final Account and Statement of Proposed Distribution are true and correct to the best of their knowledge, information and belief. K'''~ ,.-- Executor and Accountant Sworn to and subscribed before me thiso~c"¢t day of ,~.~¢ ~ F ~ ~ ( 2002 eon Executor and Accountant LAW OFFICES SNELBAKER. BRENNEMAN & SPARE Page 6 Inventory of the real and personal estate of VERDIE E. HOLLAND, Deceased PERSONALTY: 1 Proceeds from sale of 1995 Chevy Lumina automobile 2 Proceeds from sale of household goods via public auction 3 Waypoint Bank, checking account # 900002478 4 Waypoint Bank, savings account #960009498 5 First National Bank of Marysville, checking account #38-844.0 6 First National Bank of Marysville, savings account #18-00643.4 7 Commonwealth of Pennsylvania State Employees' Retirement System, retirement benefit for January 2002 8 Loan Receivable from Mary Black TOTAL PERSONALTY: REAL ESTATE: i House and lot known as numbered as 1405 Lowther Road, Lower Allen Township, Cumberland County, Camp Hill, PA 17011 TOTAL PERSONALTY AND REAL ESTATE: 5,100.00 1,599.00 1,831.75 58,403.26 648.96 33,391.41 421.54 2,400.00 $~ 103,795.9~- 114,000.00 $ 217,795.92 Page i COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Jack Holland, Jr. being duly sworn & Ronald L. Holland accordlng to law, deposes and says fhaf '~ey are the Executors of the Estate of Ve~die E. Holland Lower Alle.n__TDwn~_hkP- --, Cumberland County, Pa., deceased and that the late of ............. J-ack Holland Jr. & Ronal_d L___~. H__o_lland --., the said Executors within Js an inventory made by -- persona~ property and real estate, except rea[ estate outs;de , ' state of said decedent, consisting of all the ~°uf3h2.f2r~roenweealth of Pennsylvanl.a, and that the figures opposite each item of the Inventory represent it's fair value 'a"s~o~"~h"~"date of decedent's death. ~~jz_~. /*/ -"'-" ~ sworn and subscribed before me, ...... ' ~ Executor - Adm;n;stretor Sept ember 23 ~__2002 18~h January Jack Holland, Jr. Harrisburg, PA 17110 Month Date of i~ath Day Address 2002 Ronald L. Holland 36 Westfields Drive Mechanicsburg, PA 17050 INSTRUCTIONS I. An inventory must be filed w~th~n three months after appointment of persona~ representative. 2. A supplement inventory must be filed within thiH¥ days of discovery of additional assets. 3. Additional sheets may be attached as to personalty or realty 4. See Article iV, Fiduciaries Act of 1949. STATUS REPORT UNDER RULE 6.12 Name of Decedent: Verdie E. Ho/laDd Date of Death:_ Janua].~ 18, Wil 1 No. 21--02-009~ Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans, Court Rules, I report the following with respect to bompletion 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, ~tate the following: a. Did the personal representative file account with the Court? Yes No . X · final _ a b. The separate Orphans, Court No if an fo the personal representative,s account is: ' ( Y} r c. Did the personal representative state an account informally to the parties in interest? Yes - X No~ _ d. Copies of re · ~ ~e/at~ached_to ~:_w~tn the Date: 9/24/02 ~"~ report. Richard C. Snelbaker Na,,m,.e..(P!ea.se type o- .... -, west Main Street ~ Prlnt). _ Mechanicsburg, PA 17055 Address (MAH: rmf/AM3 ) ~_Yly ) 69Y-8528 Te 1. No.------ Capacity: ~Personal Representative --~X Counsel for personal representative BUREAU OF ZNDZVZDUAL TAXES INHERITANCE TAX DIVISION HARRISBURG, PA I?IZB-060I CONHONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT RICHARD C SNELBAKER SNELBAKER ETAL ~4 W HAIN ST NECHANICSBURG PA 17055 DATE 09-16-2002 ESTATE OF HOLLAND DATE OF DEATH 01-18-2002 FILE NUNBER 21 02-0095 COUNTY CUNBERLAND ACN 101 VERDIE E HAKE CHECK PAYADLE AND RENZT PAYNENT TO: REGISTER OF WILLS CUNBERLAND CO COURT HOUSE CARLISLE, PA 170l~ NOTE: To insure proper credi~ ~o your account, submi~ ~hm upper portion of ~his form wi~h your ~ax ~-~-~. ~ ~. LINE ~ "ETAZ .... K~V-1607 EX AF~"[~:~ ........ ~::--;;~.~.~ORTZO~_~OR YOUR R 2) ""- z~H ............. ECORDS ERZTANCE TAX .................... STATEHENT OF ACCOUNT ~ ..................... ESTATE OF HOLLAND THIS STATEHENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE NAHED EST~ ~HOHN BELOH IS A SUHHARy OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYHENTS, THE CURRENT BALANCE, AND, ZF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSNENT OR RECORD ADJUSTHENT: 09-0~-8002 PRINCIPAL TAX DUE: PAYNENTS (TAX CREDITS): 8,~9.99 PAYNE RECEI-- DATE NUHBER ¢+) T/PEN PAID ¢-) ANOUNT PAID 0~-10-8002 CD001050 07-25-2002 CD001~7 315.79 6,000.00 09-05-2002 REFUND .00 2,039.99 .00 15.79- ZF PAID AFTER THZS DATE, SEE REVERSE SIDE FOR CALCULATZON OF ADDITIONAL INTEREST. ( IF TOTAL DUE ZS LESS THAN $1, NO PAYNENT IS REQUIRED. TOTAL TAX CREDIT BALANCE OF TAX DU~ INTEREST AND PEN. TOTAL DUE IF TOTAL DUE IS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS. ) 8,339.99 .00 .00 .00 pAYNENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- If REs[DENT DECEDENT make check or money order payable to: REGISTER OF WILLS~ AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMONWEALTH OF PENNSYLVANZA. REFUND [CR): R refund of a tax credit, which was not requested on the Tax Return, may ba requested by completing an -Application for Refund of pennsylvania Inheritance and Estate Tax" (REV-ISI3)- ApPlications are available at the Office of the Register of gills, any of the Z3 Revenue District Offices or from the Department'S 2q-hour answering service for forms ordering: 1-800-362-2050; serviCeS for taxpayers with special hearing and / or speaking needs: 1-800-q47-3020 (TT onlY}. REPLY TO: guestions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post AsseSsment Review Unit, Dept. ZSO601~ Harrisburg, PA [71Z8-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedant'S death, a five percent (5Z) discount of the tax paid is allowed. PENALTY: The leg tax amnesty non-participation penalty is computed an the total of the tax and interest assessed, and not paid before January I8, [996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency, or nine (9) months and one ([) day from the date of death, to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (SZ) percent par annum calCulated at a daily rate of .00016~. AIl taxes which became delinquent on and after January [, 198Z 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 [eBZ through ZOOZ are: Interest Rate Daily interest Factor Year Interest Rate Daily Interest Factor year __-- ~ -- .O00Zq7 9X 1992 19B2 202 .0005~ [993-199~ 72 [983 16Z .000~38 .O00Zq7 1995-[998 9Z [964 [XZ .000301 .00019Z 1985 [3Z .000356 1999 7X 8Z .OOOZ19 1986 lOX .O00Z7~ 2000 1987 92 .O00Zq7 ZOOX 9Z .O00Zq7 ZOOZ 6Z .00016~ 1988-199[ [1Z .000301 --Interest is calculated as follOWS: XNTEREST = BALANCE OF TAX UNPAXD X NUNBER OF DAYS DEL/NQUENT X DAILY XNTEREST FACTOR --Any NotiCe issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the asseSsment. If payment is made after the interest computation date shown on the NotiCe, additional interest must be calculated-