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Home My WebLink About03-0576 STATUS REPORT UNDER RULE 6.12 Name of Decedent: Joseph G. Saxon Date of Death: JUne 14, 2003 Will No. 2003-00576 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. ~L- l~. W~ Signature Da te: 6/2/06 Debra K. Wallet, Esq. Name (Please type or print) 24 N. 32nd St., Camp Hill, PA 17011 Address (717) 737-1300 Tel. No. 6ry; Capacity: Personal Representative n :; -/(' =. -J\.' ~~' (Ml\H: ~'~f,/AM3) X Counsel for personal representative Estate of Joseph G. Saxon also known as Deceased. Social Security No. 189-09-228d The petition of the undersigned respectfully represents that: Your petitioner(s), who is/are 18 years of age or older an the execut rix in the last wilt o1' the above decedent, dated November 23 and codicil(s) dated NONE PETITION FOR PROBATE and GRANT OF LETTERS No. _r'~.) -~ -- l~--[~ {0 To: Register of Wills for the County of Cumberland Commonwealth of Pennsylvania in the named ,1998 (state relevant circumstances, e.g. renunciation, death of executor, etc.) Decendent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 108 Ridgewood Dr., Camp Hill (list street, number and muncipality) Decendent, then 83 of age, died June 14 at__Holy_ Svirit Hospita~'ears 2003 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 no~ 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: 325,000 WHEREFORE, petitioner(s) respectfully request(s) the probate of the last will and codicil(s) presented herewith and the grant of letters testamentary theroi1. (testamentary; administration c.t.a.; administration d.b.n.c.t.a.) d~ ~ _ Donna E, Saxon -= ~ 108 Ridgewood Dr. ='= Camp Hill, PA 17011 OATH OF PERSONAL REPRESENTATIVE COMMONWEALTH OF PENNSYLVANIA ] COUNTY OF Cumberland ) SS 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 ti~e knowledge and belief of petitioner(s) and that as personal represen- tativels) ol' the above decedent petitioner(s) will well and truly administer the estate_according to law. Sworn to or affirmed and subscribed ,_ ~r before frae th, is /7_ 9' ~~/gister No. o~l- 0~ -5'3~, Estate of Joseph 0. Saxon s Deceased DECREE OF PROBATE AND GRANT OF LETTERS AND NOW ~.~,n - / 71 c'2~0~'3 ..~ , in consideration of the petition on the reverse side h~Jeof, s~tisfactory proof having been presented before me, IT IS DECREED that the instrument(s) dated November 23, 1998 described therein be admitted to probate and filed of record as the last will of Joseph G. Saxon ; and Letters Testamentary are hereby grantedto Donna E. Saxon FEES Probate, Letters, Etc .......... $ ~D~. 0 c_~ Short Certificates( ) .......... $ !~. 00 $ ,,9. o0 TOTAL __ $ ,~(,9~ oD Filed . .7. 7 ./...7.-~ O. -~. ..................... Debra K. Wallet, Esq. (23989) ATTORNEY (Sup. Ct. I.D. No.) 24 N. 32nd St., Camp Hill, PA 17011 ADDRESS (717) 737-1300 PHONE fig: 6 d L t -If'If' LAST /ILL AND TE STAME NT OF JOSEPH SAXON I, JOSEPH G. SAXON, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last Will and Testament and hereby revoke all other Wills and Codicils, if any, that I have made. FIRST: It is my wish, and I direct, that after my death, my body be placed in an extra long casket without jewelry. I further direct that a simple funeral be held at Good Shepherd Church and that my body not be placed on public view. It is my wish that my body be buried in Gate of Heaven Cemetery. I further express my preference that the Myers/Harner Funeral Home in Camp Hill, Pennsylvania be engaged to conduct the services. SECOND: I give and bequeath all of the tangible personal property located at my residence to my wife, DONNA E. SAXON, so long as she shall survive me by thirty (30) days. THIRD: Should my wife, DONNA E. SAXON, survive me, all the rest, residue, and remainder of my Estate, of whatever nature and wherever si ,m, ate, i. give, de~ise, and bequeath into two separate trusts, hereinafter known as Trust A and Trust B. Trust A shall consist of the largest amount, if any, that can pass free of federal estate tax by reason of the unified credit and the state death tax credit (to the extent that use of the state death tax credit does not increase state death taxes otherwise payable by my estate) allowable under the federal estate tax law and after taking into account (a) all other general and specific bequests and devises under my will and any codicil thereto and (b) all property passing otherwise than under my will and any codicil thereto, which do not qualify for the marital or charitable deductions permitted under the federal estate tax law, and all charges to principal that are not deducted in computing my federal estate tax. Trust B shall comprise of the remaining fractional share of my assets, after setting apart Trust A. If my spouse and I die under circumstances creating any doubt as to the order of our deaths, then my spouse shall be conclusively presumed to have survived me, and my Estate shall be administered accordingly. FOURTH: Trust A shall be administered as follows: A. During the lifetime of my spouse: 1. All of the net income shall be paid to my spouse quarterly or at more frequent intervals at the discretion of my Trustee. 2. So much of the principal of the trust as my Trustee may in his discretion deem proper for my spouse's welfare, comfort, maintenance, and support, provided however, that no part of the principal of Trust A shall be used for my spouse's personal needs until the principal of Trust B is fn'st exhausted. B Upon the death of my spouse or upon my death if my wife, DONNA E. SAXON, fails to survive me, the principal of Trust A shall be paid, in equal shares, to those of my grandchildren who are alive at the death of my spouse or upon my death if my spouse fails to survive me. FIFTH: Trust B shall be administered as follows: A. During the lifetime of my spouse: 1. All of the net income shall be paid to my spouse quarterly or at more frequent intervals at the discretion of my Trustee. 2. As much of the principal as my spouse may at any time and from time to time request in writing from the Trustee shall be paid directly to my spouse, and, 3. So much of the principal of the trust as my Trustee may in his discretion deem proper for my spouse's welfare, comfort, maintenance, and support. B. Upon the death of my spouse, the Trustee shall pay over the then remaining principal, together with all income accrued and unpaid to the date of my spouse's death to such person or persons as my spouse shall appoint by Will, expressly referring to the power of appointment herein given, or in default of such appointment, my Trustee shall add the same to Trust A to be held as though originally forming a part thereof, after fn'st paying or providing for the payment from the remaining assets of Trust B such portion of the federal estate tax, including penalties and interest thereon, as may be imposed upon my spouse's estate by reason of the inclusion of the principal of Trust B in my spouse's gross estate subject to federal estate tax. SIXTH: A. In the administration of either Trust A or Trust B, the Trustee shall have the following powers, deemed to be supplementary to and not exclusive of, the general powers of trustees pursuant to law and including all powers necessary to carry the same into effect, all of which shall be exercised in a fiduciary capacity: 1. To hold any or all of the Trust Estate in the form received. 2. To sell at public or private sale, to mortgage, pledge, or hypothecate or to exchange or lease (including lease for a period extending beyond the term of this Trust), any stocks, notes, securities, real estate, minerals, and other trust property, upon such terms, cash or credit, or both, as he may deem advisable. 3. To invest and reinvest the Trust Estate in investments limited to real or personal property, minerals, royalties, and leaseholds. 4. To construct, add to, repair, or demolish (in whole or in part) any improvements upon any Trust property. 5. To participate in any reorganization, consolidation, merger, or dissolution of any corporation, the stocks, bonds, or other securities of which may be held at any time as part of the Trust Estate and to receive and continue to hold any property which may be allocated or distributed to it by reason of participation in any such reorganization, merger, or dissolution. 6. To make or hold investments or any part of the Trust Estate in common or undivided interests with other persons, corporations, or trusts. 7. To demand, receive, receipt for, sue for, and collect any and all rights, money, properties, or claims, to which this Trust may be entitled, and to compromise, settle, arbitrate, or abandon any claim or demand in favor of or against this Trust. 8. To borrow funds for this Trust in such amounts and for such purposes as he shall deem for the best interest of this Trust and the beneficiary thereof, and to purchase property on the credit of this Trust, and, in connection with such borrowing or such purchase, to execute and deliver promissory notes or other evidences of indebtedness of this Trust and to mortgage or pledge all or any part of the Trust Estate to secure payment of such indebtedness, and to repay such indebtedness out of the Trust Estate. 9. To employ agents, legal counsel, brokers, and assistants, and to pay their fees and expenses as he may deem necessary or advisable to carry out the provisions of this Trust. part of this Trust. 10. To vote in person or by proxy any shares of stock which may form 11. To lend money to any person or persons upon such terms, but with adequate interest and security, as he may deem advisable for the best interests of this Trust. 12. To elect, appoint, and remove directors of any corporation, the stock of which shall constitute Trust property, and to act as a director and officer of any such corporation. 13. Generally, and without limitation by any specific enumeration herein, to manage, control, operate, reconvert, invest, reinvest, sell, exchange, lease, mortgage, pledge, pool, or otherwise encumber and deal with the property of this Trust, for and in behalf of this Trust and the beneficiaries thereof, to the same extent and with the same powers that any individual would have in respect to his own property and funds. 14. To act freely under all or any of the powers by this agreement given to the Trustee in all matters concerning this Trust, after forming his judgment based upon all the circumstances of any particular situation as to the interest of this Trust and the beneficiaries hereunder, without the necessity of obtaining the consent or permission of any person interested therein, or the consent or approval of any court, and notwithstanding that he may also be acting individually, or as trustee of other trusts, or as agent for other persons or corporations interested in the same matters, or may be interested in connection with the same matters as stockholder, director, or otherwise, provided, however, that he shall exercise such powers at all times in a fiduciary capacity primarily in the interest of the beneficiaries hereunder. 15. To invest trust funds in interests in any common trust fund or funds now or hereafter established and being administered by the Trustee solely for the investment of trust funds. 16. To make, in his sole and absolute discretion, any income, estate or gift tax elections, including the appropriate election to qualify the entire trust or any percentile or fractional share of the property for the marital deduction as qualified terminable interest property. B. The Trustee of Trust A shall have the sole discretion to select the specific assets, in cash or in kind or partly in each, which shall constitute Trust A; provided, however, the property transferred to Trust A shall carry with it as income and not as principal its proportionate share of the income of the trust and the estate, if applicable, and each asset selected for Trust A shall be valued at its fair market value as determined on the date of its transfer to Trust A. It is the intention of the Testator that assets selected for Trust A should qualify for the marital deduction under the Internal Revenue Code and the Testator directs that the provisions of this Will be interpreted in accordance with such intent. The words "marital deduction" and "pass" as used herein shall have the same meaning as said words have in the Internal Revenue Code. The Trustee of Trust A shall not have any rights, powers, duties, authority, privileges, immunities or discretion to the extent that such would disqualify Trust A for the maximum marital deduction. SEVENTH: Should either Trust, in the sole opinion of my Trustee, be or become too small to warrant continuing such fund in trust, or should its administration be or become impractical for any other reason, my Trustee, in his sole discretion, may terminate the trust and distribute the trust assets to the beneficiaries. EIGHTH: Upon my death if my wife, DONNA E. SAXON, fails to survive me, all of my estate, of whatever nature and wherever situate, shall be paid, in equal shares, to my daughter, MARY APOSTOL, of Pleasant Valley, New York; and to my daughter ANDREA McGUINNESS, of Merion Station, Pennsylvania; so long as they shall survive me by thirty (30) days. Should either of my daughters fail to survive me by thirty (30) days, but be represented by children then living, these children shall take, per stirpes, the share to which my daughter would have been entitled if then living. NINTH: All interests of any beneficiary in the income or principal of this Estate, while undistributed and in the possession of my Executor and Trustee, even though vested and distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to pledge, assignment, conveyance, or anticipation. TENTH: In addition to all rights and powers conferred by law and those powers of the Trustee set forth in Paragraph SIXTH, Subpart A herein, I authorize and empower my Executor and Trustee and their successors, in their absolute discretion and without necessity of obtaining court approval: A. To retain any of the investments composing the principal of the trust in the form in which the same shall have been delivered to the Trustee whether or not the same be in the nature and type legal for the investment of trust funds under the laws of the Commonwealth of Pennsylvania, including the stock of any corporate fiduciary acting hereunder. B. To invest in all forms of property (including, but not by way of limitation, real estate, all types of stocks and bonds, and participations in common trust funds), without being confined to investments prescribed by statute. C. To buy investments at a premium or discount. D. To hold property unregistered or in the name of a nominee. E. To give proxies, both ministerial and discretionary. F. To compromise claims. G. To join any merger, consolidation, reorganization, voting trust plan, or any other concerted action of security holders and to delegate discretionary duties with respect thereto. H. To lend to, and buy from, my estate. I. To borrow and to pledge real and personal property as security therefor. J. To sell at public or private sale for cash or credit or partly for each, to exchange, or to lease for any period of time, any real or personal property, and to give options for sales, exchanges, or leases. K. To allocate any property received or charge incurred to principal or income or partly to each, without being obliged to apply the usual rules of trust accounting. L. To exercise any option permitted by law which they believe to be advantageous from the viewpoint of overall tax reductions, including, without limitation of the foregoing, power and authority to claim administration or other expenses either as income tax deductions or inheritance or estate tax deductions, without regard to whether they were paid from principal or income and without requiring adjustments between principal and income for any resulting effect on income or estate taxes, and a deduction of such expenses for income tax purposes shall be given effect in computing the respective shares of all persons interested in my estate or the trusts set forth herein, even though the effect is to increase the share of one beneficiary or class of beneficiaries hereunder at the expense of another; and to make such adjustments, if any, between beneficiaries with respect thereto as they deem appropriate in view of the nature of the transaction and the amounts involved. M. When permitted under the Internal Revenue laws of the United States, or of any state, to join with my spouse in filing a joint income tax return without requiring my spouse to indemnify my estate against liability for the tax attributable to my spouse's income, and to consent to any gifts made by my spouse during my lifetime being treated as having been made one-half by me for the purpose of federal laws relating to gift tax. N. To distribute in cash or in kind or partly in each. The powers granted hereunder shall be exercisable with respect to all real and personal property, including, but not limited to, income and principal held for minors or disabled beneficiaries at any time held by the Trustee and shall continue in full force, even after the termination of any trust hereunder, until the actual distribution of all property. All powers, authorities and discretion granted here shall be in addition to those granted by law and shall be exercisable without leave of court. However, nothing herein shall be interpreted or construed to encourage, authorize, empower, or permit the Trustee or Executor to act or cause anyone to act in a manner contrary to or inconsistent with accepted standards of portfolio diversification and risk management as set forth in the "Third Restatement of the Law of Trusts" as approved by The American Law Institute (1992), or the "Uniform Prudent Investor Act" as approved by the National Conference of Commissioners on Uniform State Laws (1994). ELEVENTH: I nominate, constitute, and appoint the following persons: A. My wife, DONNA E. SAXON, as Executrix of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability of my wife to act for whatever reason in this capacity, then I nominate, constitute, and appoint my son-in-law, VINCENT McGUINNESS, of Merion Station, Pennsylvania, as Executor of this, my Last Will and Testament. B. My son-in-law, VINCENT McGUINNESS, as Trustee of the Trusts described herein. In the event of the renunciation, death, resignation or inability of my son-in- law to act for whatever reason in this capacity, then I nominate, constitute, and appoint my daughter, ANDREA McGUINNESS, to serve as Trustee. I direct that no representative named above shall be required to post security for the faithful performance of his/her duties in any jurisdiction insofar as I am able by law to relieve him/her of such obligation. Any of my representatives shall be entitled to reasonable compensation for the performance of the duties set forth herein. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~_.,~ day of P~/~, 1998, on this, the tenth of ten typewritten pages. I have also signed the left-hand margin of the first nine of these pages for purposes of identification only. SEPH/t~. SAXON SIGNED, PUBLISHED, and DECLARED by the Testator, JOSEPH G. SAXON, as his Last Will and Testament, in the presence of us, who at his request, in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses. ACKNOWLEDGMENT Commonwealth of Pennsylvania County of Cumberland I, JOSEPH G. SAXON, Testator, whose name is signed to the attached 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 expressed. Sworn or affh'rned to and subscribed before me by JOSEPH G. SAXON, the Testator, this ~ day of ~t~ Fr~'xtL/~ , 1998. r Notarial Seal Jennifer L. Garner. Notary Public Camp Hill Boro, Cumberland County My Commission Expires Aug. 2.7 2.001 AFFIDAVIT Commonwealth of Pennsylvania County of Cumberland We, Debra K. Wallet and ('Y-'Y'x_/'_~ l"v-'¥, kO,O~' F , the witnesses whose names are signed to the attached instrument, being duly qualified according to law, depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will and Testament; that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that, to the best of our knowledge, the Testator was at that time 18 years of age or older, of sound mind, and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by ~')~bT~ V'~, [J._.Y;i [~e( and ~¢}.~ /hca. l--,cb;'~ C witnesses, this qg,_~ day ofC)CkCe n-~q~f'" ,1998. I"Notarial Seal Jennifer L. Garner, Notary Public Camp Hill Boro, Cumberland County My Commission Expires Aug. 27 2001 JOSEPH G. SAXON 24 N. 32nd STREET CAMP HILL, PA 17011 PHONE: (717) 737-1300 BEFORE THE REGISTER OF WILLS, CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UND~ R~,g?5.6(a)::/4 Name of Decedent: Date of Death: Will No. Joseph G. Saxon June 14, 2003 2003-00576 To the Register: I certify that notice of beneficial interest required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on October 17, 2003. Name Address Donna E. Saxon 108 Ridgewood Drive Camp Hill, PA 17011 Mary Apostol 2 Raw's Road Pleasant Valley, NY 12569 Andrea McGuinness 305 Brookway Merion Station, PA 19066 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: None Date: O~_ht. a1 t'~ '0~ Debra K. Wallet, Esquire 24 N. 32nd Street Camp Hill, PA 17011 (717) 737-1300 Counsel for personal representative REV - 1.500 EX COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT !1LEcNoUu~ B E N~T?~oDE OFFiCiAL USE O3 00576 YEAR NUMBER DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Saxon, Joseph O. ~ 189-09-2286 ~ DATE OF DEATH (MM-OD-YEAR) DATE OF BIRTH (MM-CD-YEAR) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE LU ~ 06/14/2003 04/22/1920 REGISTER OF WILLS IF APPLICABLE) SURVIVING SPOUSE'S NAME ( LAST, FIRST AND MIDDLE INITIAL) SOCIAL SECURITY NUMBER Saxon, Donna E. [] 1. Original Return [] 2. Supplemental Return [] 3. Remainder Return (date of death prior to 12-13-82) [] 4. Limited Estate [] 4a. Future Interest compromise (date of death after 12-12-82) [] 5. Federal Estate Tax Return Required [] 6. Decedent Died Testate (Attach copy [] 7. Decedent Maintained a Living Trust (Attach 1 8. Total Number of Safe Deposit Boxes of Will) copy of Trust) [] 9. Litigation Proceeds Received [] 10. Spousal Poverty Credit (date of death between [] 11. Election to tax under Sec. 9113(A)(AttachSchO) fIRM NAME (If applicable) Law Offices of Debra K. Wallet ELEPHONE NUMBER 717/73%1300 COMPLETE MAILING ADDRESS 24 North 32nd Street ' Camp Hill, PA 17011 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. JointJy 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) None None None None None None 341,739.00 12. Net Value of Estate (Line 8 minus Line 11 ) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) OFFiCIAi. LSE ONL~ (8) .~ 341,739.00 (11) (12) (13) (14) 341,739.00 341,739.00 SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15.Amount of Line 14 taxable at the spousal tax rate, 341,739.00 or transfers under Sec. 9116(a)(1.2) x .00 (15) 0.00 0.00 16. Amount of Line 14 taxable at lineal rate x .045 (16) 17.Amount of Line 14 taxable at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 20. [] x .12 (17) x .15 (18) (19) Copyright 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: I STREET ADDRESS 108 Dr. Ridgewood ;[ CI~ Camp Hill STATE PA z~? 17011 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount (1) 0.00 Total Credits (A + B + C) (2) 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty (D + E) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. (4) Check box on Page 1 Line 20 to request a refund 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0.00 0.00 0.00 0.00 Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ................................................................................ [] [] b. retain the right to designate who shall use the property transferred or ils income; .................................... [--] c. retain a reversionary interest; or ............................................................................................................... [~ d. receive the promise for fe of either pavmenls benefits or care'~ 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .................................................................................................................... [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ......... [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ................................................................................................................... [] [] IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN Do Saxoa -/· SIGNATURE OF PERSON RESPON~TBLE FOR FILING RETURN ADDRESS DATE 108 Rid~ewood Dr. Camp Hill, PA 17011 ~e.~ !/_ O ADDRESS DATE SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE ADDRESS Debra K. Wallet DATE ~ ~. ~,~ ~ 24 North 32nd Street Camp Hill, PA 17011 3[ Ill ~ For dates of death on or after July 1, 1994 and before ,January 1, 1905, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P.S. {}91115 (a) (1.1) (i)]. For dates of death on or after January 1, 1@95, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. {}91115 (a) (1.1) (ii)]. The statute does not exemp~ transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, 2000: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. {}9116 (a) (1.2)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. {}9116 1.2) [72 P.S. §9116 (a) (1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. {}9116 (a) (1.3)]. A sibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF Saxon, Joseph G. FILE NUMBER 21 - 03 - 00576 ITEM NUMBER ~This schedule must be completed and filed if the answer to any of questions 1 through 4 on page 2 is yes. DESCRIPTION OF PROPERTY DATE OF DEAT % OF EXCLUSION Include the name of the transferee, their relationship to decedent and the date of transfer H Attach a copy of the deed for real estate. VALUE OF ASSETINTEREsTDECD'S (IF APPLICABLE) 293,441.0C 100% CDC NvestIRAAccount #1470-04000001500;227-04000001496; 47-03007966852;533-04000001499 GE Capital Assurance Annuity Account #0 l-R0059948 48,298.00 100% TAXABLE VALUE 293,441.00 48,298.00 TOTAL (Also enter on line 7, Recapitulation) i 341,739.00 LAST W'ILL AND TESTAMENT OF JOSEPH 6. SAXON I, JOSEPH G. SAXON, of Camp Hill, Cumberland County, Pennsylvania, being of sound and disposing mind, memory, and understanding, do hereby make, publish, and declare this to be my Last Will and Testament and hereby revoke all other Wills and Codicils, if any, that I have made. FIRST: It is my wish, and I direct, that after my death, my body be placed in an extra long casket without jewelry. I further direct that a simple funeral be held at Good Shepherd Church and that my body not be placed on public view. It is my wish that my body be buried in Gate of Heaven Cemetery. I further express my preference that the Myers/Harner Funeral Home in Camp Hill, Pennsylvania be engaged to conduct the services. SECOND: I give and bequeath all of the tangible personal property located at my residence to my wife, DONNA E. SAXON, so long as she shall survive me by thirty (30) days. THIRD: Should my wife, DONNA E. SAXON, survive me, all the rest, residue, and remainder of my Estate, of whatever nature and wherever situate, I give, devise, and ~:~ bequeath into two separate trusts, hereinafter known as "Trust A" and "Trust B." Trust A shall consist of the largest amount, if any, that can pass free of federal estate tax by reason of the unified credit and the state death tax credit (to the extent that use of the state death tax credit does not increase state death taxes otherwise payable by my estate) allowable under the federal estate tax law and after taking into account (a) all other general and specific bequests and devises under my will and any codicil thereto and (b) all property passing otherwise than under my will and any codicil thereto, which do not qualify for the marital or charitable deductions permitted under the federal estate tax law, and all charges to principal that are not deducted in computing my federal estate tax. Trust B shall comprise of the remaining fractional share of my assets, after setting apart Trust A. If my spouse and I die under circumstances creating any doubt as to the order of our deaths, then my spouse shall be conclusively presumed to have survived me, and my Estate shall be administered accordingly. FOURTH: Trust A shall be administered as follows: A. During the lifetime of my spouse: 1. All of the net income shall be paid to my spouse quarterly or at more frequent intervals at the discretion of my Trustee. 2. So much of the principal of the trust as my Trustee may in his discretion deem proper for my spouse's welfare, comfort, maintenance, and support, provided however, that no part of the principal of Trust A shall be used for my spouse's personal needs until the principal of Trust B is first exhausted. B Upon the death of my spouse or upon my death if my wife, DONNA E. SAXON, fails to survive me, the principal of Trust A shall be paid, in equal shares, to those of my grandchildren who are alive at the death of my spouse or upon my death if my spouse fails to survive me. FIFTH: Trust B shall be administered as follows: A. During the lifetime of my spouse: 1. All of the net income shall be paid to my spouse quarterly or at more frequent intervals at the discretion of my Trustee. 2. As much of the principal as my spouse may at any time and from time to time request in writing from the Trustee shall be paid directly to my spouse, and, 3. So much of the principal of the trust as my Trustee may in his discretion deem proper for my spouse's welfare, comfort, maintenance, and support. B. Upon the death of my spouse, the Trustee shall pay over the then remaining principal, together with all income accrued and unpaid to the date of my spouse's death to such person or persons as my spouse shall appoint by Will, expressly referring to the power of appointment herein given, or in default of such appointment, my Trustee shall add the same to Trust A to be held as though originally forming a part thereof, after first paying or providing for the payment from the remaining assets of Trust B such portion of the federal estate tax, including penalties and interest thereon, as may be imposed upon my spouse's estate by reason of the inclusion of the principal of Trust B in my spouse's gross estate subject to federal estate tax. SIXTH: A. In the administration of either Trust A or Trust B, the Trustee shall have the following powers, deemed to be supplementary to and not exclusive of, the general powers of trustees pursuant to law and including all powers necessary to carry the same into effect, all of which shall be exercised in a fiduciary capacity: 1. To hold any or all of the Trust Estate in the form received. 2. To sell at public or private sale, to mortgage, pledge, or hypothecate or to exchange or lease (including lease for a period extending beyond the term of this Trust), any stocks, notes, securities, real estate, minerals, and other trust property, upon such terms, cash or credit, or both, as he may deem advisable. 3. To invest and reinvest the Trust Estate in investments limited to real or personal property, minerals, royalties, and leaseholds. 4. To construct, add to, repair, or demolish (in whole or in part) any improvements upon any Trust property. 5. To participate in any reorganization, consolidation, merger, or dissolution of any corporation, the stocks, bonds, or other securities of which may be held at any time as part of the Trust Estate and to receive and continue to hold any property which may be allocated or distributed to it by reason of participation in any such reorganization, merger, or dissolution. 6. To make or hold investments or any part of the Trust Estate in common or undivided interests with other persons, corporations, or trusts. 7. To demand, receive, receipt for, sue for, and collect any and all rights, money, properties, or claims, to which this Trust may be entitled, and to compromise, settle, arbitrate, or abandon any claim or demand in favor of or against this Trust. 8. To borrow funds for this Trust in such amounts and for such purposes as he shall deem for the best interest of this Trust and the beneficiary thereof, and to purchase property on the credit of this Trust, and, in connection with such borrowing or such purchase, to execute and deliver promissory notes or other evidences of indebtedness of this Trust and to mortgage or pledge all or any part of the Trust Estate to secure payment of such indebtedness, and to repay such indebtedness out of the Trust Estate. 9. To employ agents, legal counsel, brokers, and assistants, and to pay their fees and expenses as he may deem necessary or advisable to carry out the provisions of this Trust. part of this Trust. 10. To vote in person or by proxy any shares of stock which may form 11. To lend money to any person or persons upon such terms, but with adequate interest and security, as he may deem advisable for the best interests of this Trust. 12. To elect, appoint, and remove directors of any corporation, the stock of which shall constitute Trust property, and to act as a director and officer of any such corporation. 13. Generally, and without limitation by any specific enumeration herein, to manage, control, operate, reconvert, invest, reinvest, sell, exchange, lease, mortgage, pledge, pool, or otherwise encumber and deal with the property of this Trust, for and in behalf of this Trust and the beneficiaries thereof, to the same extent and with the same powers that any individual would have in respect to his own property and funds. 14. To act freely under all or any of the powers by this agreement given to the Trustee in all matters concerning this Trust, after forming his judgment based upon all the circumstances of any particular situation as to the interest of this Trust and the beneficiaries hereunder, without the necessity of obtaining the consent or permission of any person interested therein, or the consent or approval of any court, and notwithstanding that he may also be acting individually, or as trustee of other trusts, or as agent for other persons or corporations interested in the same matters, or may be interested in connection with the same matters as stockholder, director, or otherwise, provided, however, that he shall exercise such powers at all times in a fiduciary capacity primarily in the interest of the beneficiaries hereunder. 15. To invest trust funds in interests in any common trust fund or funds now or hereafter established and being administered by the Trustee solely for the investment of trust funds. 16. To make, in his sole and absolute discretion, any income, estate or gift tax elections, including the appropriate election to qualify the entire trust or any percentile or fractional share of the property for the marital deduction as qualified terminable interest property. B. The Trustee of Trust A shall have the sole discretion to select the specific assets, in cash or in kind or partly in each, which shall constitute Trust A; provided, however, the property transferred to Trust A shall carry with it as income and not as principal its proportionate share of the income of the trust and the estate, if applicable, and each asset selected for Trust A shall be valued at its fair market value as determined on the date of its transfer to Trust A. It is the intention of the Testator that assets selected for Trust A should qualify for the marital deduction under the Internal Revenue Code and the Testator directs that the provisions of this Will be interpreted in accordance with such intent. The words "marital deduction" and "pass" as used herein shall have the same meaning as said words have in the Internal Revenue Code. The Trustee of Trust A shall not have any rights, powers, duties, authority, privileges, immunities or discretion to the extent that such would disqualify Trust A for the maximum marital deduction. SEVENTH: Should either Trust, in the sole opinion of my Trustee, be or become too small to warrant continuing such fund in trust, or should its administration be or become impractical for any other reason, my Trustee, in his sole discretion, may terminate the trust and distribute the trust assets to the beneficiaries. EIGHTH: Upon my death if my wife, DONNA E. SAXON, fails to survive me, all of my estate, of whatever nature and wherever situate, shall be paid, in equal shares, to my daughter, MARY APOSTOL, of Pleasant Valley, New York; and to my daughter ANDREA McGUINNESS, of Merion Station, Pennsylvania; so long as they shall survive me by thirty (30) days. Should either of my daughters fail to survive me by thirty (30) days, but be represented by children then living, these children shall take, per stirpes, the share to which my daughter would have been entitled if then living. NINTH: All interests of any beneficiary in the income or principal of this Estate, while undistributed and in the possession of my Executor and Trustee, even though vested and distributable, shall not be subject to attachment, execution or sequestration for any debt, contract, obligation or liability of any beneficiary and, furthermore, shall not be subject to pledge, assignment, conveyance, or anticipation. TENTH: In addition to all rights and powers conferred by law and those powers of the Trustee set forth in Paragraph SIXTH, Subpart A herein, I authorize and empower my Executor and Trustee and their successors, in their absolute discretion and without necessity of obtaining court approval: A. To retain any of the investments composing the principal of the trust in the form in which the same shall have been delivered to the Trustee whether or not the same be in the nature and type legal for the investment of trust funds under the laws of the Commonwealth of Pennsylvania, including the stock of any corporate fiduciary acting hereunder. B. To invest in all forms of property (including, but not by way of limitation, real estate, all types of stocks and bonds, and participations in common trust funds), without being confined to investmems prescribed by statute. C. To buy investments at a premium or discount. D. To hold property unregistered or in the name of a nominee. E. To give proxies, both ministerial and discretionary. F. To compromise claims. G. To join any merger, consolidation, reorganization, voting trust plan, or any other concerted action of security holders and to delegate discretionary duties with respect thereto. To lend to, and buy from, my estate. To borrow and to pledge real and personal property as security therefor. To sell at public or private sale for cash or credit or partly for each, to exchange, or to lease for any period of time, any real or personal property, and to give options for sales, exchanges, or leases. K. To allocate any property received or charge incurred to principal or income or partly to each, without being obliged to apply the usual rules of trust accounting. L. To exercise any option permitted by law which they believe to be advantageous from the viewpoint of overall tax reductions, including, without limitation of the foregoing, power and authority to claim administration or other expenses either as income tax deductions or inheritance or estate tax deductions, without regard to whether they were paid from principal or income and without requiring adjustments between principal and income for any resulting effect on income or estate taxes, and a deduction of such expenses for income tax purposes shall be given effect in computing the respective shares of all persons interested in my estate or the trusts set forth herein, even though the effect is to increase the share of one beneficiary or class of beneficiaries hereunder at the expense of another; and to make such adjustments, if any, between beneficiaries with respect thereto as they deem appropriate in view of the nature of the transaction and the amounts involved. M. When permitted under the Internal Revenue laws of the United States, or of any state, to join with my spouse in filing a joint income tax return without requiring my spouse to indemnify my estate against liability for the tax attributable to my spouse's income, and to consent to any gifts made by my spouse during my lifetime being treated as having been made one-half by me for the purpose of federal laws relating to gift tax. N. To distribute in cash or in kind or partly in each. The powers granted hereunder shall be exercisable with respect to all real and personal property, including, but not limited to, income and principal held for minors or disabled beneficiaries at any time held by the Trustee and shall continue in full force, even after the termination of any trust hereunder, until the actual distribution of all property. All powers, authorities and discretion granted here shall be in addition to those granted by law and shall be exercisable without leave of court. However, nothing herein shall be interpreted or construed to encourage, authorize, empower, or permit the Trustee or Executor to act or cause anyone to act in a manner contrary to or inconsistent with accepted standards of portfolio diversification and risk management as set forth in the "Third Restatement of the Law of Trusts" as approved by The American Law Institute (1992), or the "Uniform Prudent Investor Act" as approved by the National Conference of Commissioners on Uniform State Laws (1994). ELEVENTH: I nominate, constitute, and appoint the following persons: A. My wife, DONNA E. SAXON, as Executrix of this, my Last Will and Testament. In the event of the renunciation, death, resignation, or inability of my wife to act for whatever reason in this capacity, then I nominate, constitute, and appoint my son-in-law, VINCENT McGUINNESS, of Merion Station, Pennsylvania, as Executor of this, my Last Will and Testament. B. My son-in-law, VINCENT McGUINNESS, as Trustee of the Trusts described herein. In the event of the renunciation, death, resignation or inability of my son-in- law to act for whatever reason in this capacity, then I nominate, constitute, and appoint my daughter, ANDREA McGUINNESS, to serve as Trustee. I direct that no representative named above shall be required to post security for the faithful performance of his/her duties in any jurisdiction insofar as I am able by law to relieve him/her of such obligation. Any of my representatives shall be entitled to reasonable compensation for the performance of the duties set forth herein. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~2-~t[ day of IX[ Oqff,, 1998, on this, the tenth of ten typewritten pages. I have also signed the left-hand margin of the first nine of these pages for purposes of identification only. ~OSEPH'~. S'AXO'N ' SIGNED, PUBLISHED, and DECLARED by the Testator, JOSEPH G. SAXON, as his Last Will and Testament, in the presence of us, who at his request, in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses. ACKNOWLEDGMENT Commonwealth of Pennsylvania County of Cumberland I, JOSEPH G. SAXON, Testator, whose name is signed to the attached 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 expressed. J~t~EPH C~ SAXCfN Sworn or affLrmed to and subscribed before me by JOSEPH G. SAXON, the Testator, this ~ day of {~kr'~A ~ 13",,~./'X , 1998. Notarial Seal Jennifer L. Garner, Notary Public Camp Hill Boro, Cumberland County My Commission Expires Aug. 27 2001 AFFIDAVIT Commonwealth of Pennsylvania County of Cumberland We, Debra K. Wallet and (Y'Xr'x_~' t:, I%~,,. g.c'~!.3¢ ~ the witnesses whose _.j , names are signed to the attached instrument, being duly qualified according to law, depose and say that we were present and saw the Testator sign and execute the instrument as his Last Will and Testament; that he executed it as his free and voluntary act for the purposes therein expressed; that each of us in the hearing and sight of the Testator signed the Will as witnesses; and that, to the best of our knowledge, the Testator was at that time 18 years of age or older, of sound mind, and under no constraint or undue influence. Sworn or affirmed to and subscribed before me by )~'~to ~cC~` ~'h, t~.~E~ lIE ~-. and (Y'hc~C~) {'k-x. i.~v~ (- witnesses, this ~-~ day of C)C~)e !~ , ' ~ ~e. i"" , 1998. Notarial Seal Jennifer L. Garner, Notary Public Camp Hill Boro, Cumberland County My Commission Expires Aug. 27 2001 BUREAU OF ZNDZVTDUAL TAXES [NHERITANCE TAX D/VXSTON DEPT. Z80601 HARRISBURg., PA 171ZR-0601 COMMONNEALTN OF PENNSYLVANZA DEPARTMENT OF REVENUE NOTZCE OF INHERITANCE TAX APPRAISEMENT, ALLO#ANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSMENT OF TAX REV-ISgi7 EX AFP C01-03) DEBRA K NALLET D K NALLET LAN OFCS Zq N SZND ST CAMP HILL PA 17011 DATE 05-05-200q ESTATE OF SAXON DATE OF DEATH 06-1q-Z00:5 FZLE NUMBER 11 0:5-0576 COUNTY CUMBERLAND ACN 101 Aeoun'l: Rem i'l:*l:ed JOSEPH MAKE CHECK PAYABLE AND REMTT PAYMENT TO: REGTSTER OF NTLLS CUMBERLAND CO COURT HOUSE CARLTSLE, PA 17013 CUT ALONG THXS L]:NE ~ RETAZN LONER PORT/ON FOR YOUR RECORDS ~ REV-1547 EX AFP (01-03) NOTZCE OF ZNHERITANCE TAX APPRAZSEMENT~ ALLONANCE OR DZSALLONANCE OF DEDUCTZONS AND ASSESSMENT OF TAX ESTATE OF SAXON JOSEPH G FZLE NO. 21 0:5-0576 ACN 101 DATE 05-0:5-200q TAX RETURN NAS: (X) ACCEPTED AS FZLED ( ) CHANGED RESERVATZON CONCERNXNG FUTURE ZNTEREST - SEE REVERSE APPRAZSED VALUE OF RETURN BASED ON: ORIGINAL RETURN Real Es~a~e (Schedule A) S~ocks and Bonds (Schedule B) Closely Held S~ock/Par~nershlp Zn~eres~ (Schedule C) Mor~gages/No~os Receivable (Schedule D) Cash/Bank Depos~ts/M~sc. Personal Proper~y (Schedule E) Jointly Owned Proper~y (Schedule F) Transfers (Schedule G) To,al Asse~s (1) (2) (3) (q) (6) (7) O0 NOTE: To insure proper O0 cred/~: ~:o your account, O0 submi)c J:he upper por~ion 00 of ~his form wi~h your 00 'l:ax paymen'l:. 00 (B) $ql,7:59. O0 12 NOTE: APPROVED DEDUCTZONS AND EXEMPTXONS: 9 Funeral Expanses/Ada. Cosmos/Misc. Expanses (Schedule H) (9) 10 Debts/Mortgage Liabilities/Liens (Schedule Z) (10) 11 To,al Deductions Ne~ Value of Tax Re~urn Chart,:able/Governmental Bequests; Non-elected 9115 Trus~:s (Schedule J) Ne~: Value of Es~a~e Sub,~ec~ ~o Tax .00 .00 (11) . Off (12) 341,7:59. O0 (15) . O0 (1~) 3ql, 7:59. O0 Zf an assessment ~as lssued previously, lines 14, 15 and/or 16, 17, 18 and 19 re~lect ~lgures that include the tOtal o~ ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amoun'l: of Line lq a~ Spousal ra~e 16. Amoun* of Line 1~ ~axable 17. Amoun* of Line 1(* a~ Sibling ra~e 18. Amount: of Line 1(* ~axable a* Colla~:eral/Cless B ra*e 19. Princlpal Tax Due TAX CREDZTS: PAYMENT RECETpT 01SCOUNT DATE NUMBER /NTEREST/PEN PAZD (-) ZF PAZD AFTER DATE ZNDZCATED, SEE REVERSE FOR CALCULATZON OF ADDZTZONAL ZNTEREST. (15) (16) (17) (18) '~,,:1 '7'~o nn 00 · 00 X Oq5 = AMOUNT P~ATD TOTAL TAX CREDZT BALANCE OF TAX DUE ZNTEREST AND PEN. TOTAL DUE .O0 .00 .00 .00 Will .00 .00 .00 .00 .00 ( ZF TOTAL DUE ZS LESS THAN $1, NO PAYMENT ZS RE~UZRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDZT" (CR)~ YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS.) RESERVATION: PURPOSE OF NOTICE: PAYHENT: REFUND (CR): OBJECTIONS: ADHXN- ZSTRATZVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying an or before December 1Z, 1981 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for life or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer ~nheritance Taxes at the laaful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section ZlqO of the inheritance and Estate Tax Act, Act ZS of Z000. (72 P.S. Section 91~0). Detach the top portion of this Notice and submit mith your payment to the Register of #ills printed on the reverse side. --Hake check or money order payable to: REG/STER OF N/LLSj AGENT A refund of a tax credit, which ams not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania inheritance and Estate Tax" (REV-IS13). Applications are available at the Office of the Register of Hills, any of the 2~ Revenue District Offices, or by calling the special Z~-hour ansaering service for forms ordering: 1-800-361-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-q~7-3010 (TT 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 (80) days of receipt of this Notice by: --aritten protest to the PA Department of Revenue, Board of Appeals, Dept. 181011, Harrisburg, PA 17118-1011, OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. 180601, Harrisburg, PA 17118-0601 Phone (717) 787-&505. See page 5 of the booklet "Instructions far inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of administratively correctable errors. If any tax due is paid within three (5) calendar months after the decedent's death, a five percent (51) discount of the tax paid is alloaed. The 151 tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you mould appeal the tax and interest that has been assessed as indicated on this notice. [nterest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1981 bear interest at the rate of six (6X) percent per annum calculated at a daily rate of .00016~. AIl 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 198Z through Z004 are: Interest Daily Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year Rate Factor ~ 20X .0005q8 1988-1991 ZZZ .OO030Z ~ 91 .0002~7 1985 161 .000q.58 1992 91 .0001~7 ZOOZ 6Z .00016~ 1984 llZ .000501 1993-199~ 77. .000191 ZOOS 52 .0001~7 1985 152 .000556 1995-1998 97. .0002~7 200~ ~7. .000110 1986 101 . 000 Z7~. 1999 7X . 000192 1987 101 .00027~ 2000 71 .000191 --Interest is calculated as folloas: /NTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additionaX interest must be calculated. Cumberland County - Register Of wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 5/03/2005 SAXON DONNA E lOB RIDGEWOOD DR CAMP HILL, PA 17011 RE: Estate of SAXON JOSEPH G File Number: 2003-00576 Dear Sir/Madam: It has come to my attention that you have not filed the Status Report by Personal Representative (Rule 6.12) in the above captioned estate. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/14/2005 Your prompt attention to this matter will be appreciated. Thank You. Sincerely, ~~~qA~~ GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Counsel Judge uA STATUS REPORT UNDER RULE 6.12 Name of Decedent: Joseph G. Saxon Date of Death: June 14, 2003 Will No. 2003-00576 Admin. No. Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes No X 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown 3. If the answer to No.1 is Yes, state the following: a. Did the personal representative file a final account with the Court? Yes No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? Yes No d. Copies of receipts, releases, joinders and' approvals of formal or informal accounts may be filed with the Cerk of the Orphans' Court and may be attached to this report. "" . -::~l'"' \..D"".c.. -t. tJu......r- Signature Da te,~.J 6/1/05 . ') I Debra K. Wallet, Esq. Name (Please type or print) 24 N. 32nd St., Camp Hill, PA 17011 Address (",.,~ ( 717 ) _737-1300 Tel. No. Capacity: x Personal Representative Counsel for personal A~~ representative V'J (MAH:rrnf/AMJ) \....UlllUeLlanu LOUD-cy - Kegls-cer Ul. I"Illl::; One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 WALLET DEBRA K 24 N 32ND ST CAMP HILL, PA 17011 RE: Estate of SAXON JOSEPH G File Number: 2003-00576 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July I, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of wills a Status Report of completed or uncompleted administration. This filing is due by: 6/14/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregarc this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court ::c: File Personal Representative(s) LUffiDer~ana county - Register Ot Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 4/25/2006 SAXON DONNA E 108 RIDGEWOOD DR CAMP HILL, PA 17011 RE: Estate of SAXON JOSEPH G File Number: 2003-00576 Dear Sir/Madam: This notice is to serve as a reminder that the Status Report by Personal Representative under Rule 6.12 is due on the below listed date. As per the AMENDMENTS TO SUPREME COURT ORPHANS' COURT RULES, NO. 103 SUPREME COURT RULES DOCKET NO.1, for decedents dying on or after July 1, 1992, the personal representative or his counsel, within two (2) years of the decedent's death, shall file with the Register of Wills a Status Report of completed or uncompleted administration. This filing is due by: 6/14/2006 Please feel free to contact this office with any questions you may have. If you have already filed your Status Report, please disregar< this notice. Sincerely, ~~~ Glenda Farner Strasbaugh Clerk of the Orphans' Court cc: File rt~"'r'I~ol Pa. G.C. Rule 6.12 STATUS REPORT REGISTER OF \VILLS Of CUMBERLAND COlINTY, PE~[\iSYL V.-\NT.-\. Name of Decedent: JosePh G. Saxon Dare of Death: June 14, 2003 file Number: 2003-00576 Pursuant to Pa, O.c. Rule 6.12, I repon the following with respect to completion of the administr::uion of the above-captioned estate: 1. State whether administration of the estate is complete: . . . . . . . . . . . . . . . . . . " [) Y es ~ ~o J If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown J. If the answer to ~o. 1 is ITS, state the following: a. Did the personal represemative file a tInal account with the Court? . . . . . .. [) Yes [) No b. The separate Orphans' Court No. (if any) for the personal representative's account is: . c. Did the personal representative state an account infonnally to the parties in interest? ............................... [) Yes D No d. Copies of receipts, releases, joinders and approvals of fonnal or infonnal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. Signarure olP~rson Filing tflls Fonn ~~~ Dale 5/29/07 Caoacirv: 0 Personal Represenwive ~ Counsel Debra K. Wallet, Esq. Name olPerson Filing thIS Fonn 24 N. 32nd St. Address .., E .;r 1 ' '., J . i 1 H ,~ (,"'" . . . Camp Hill, P A 17011 (717) 737-1300 Teiephone FonnRW-iO fe'/,10.i3.06 Q--I Ps. O.C. Rule 6.1? ST~TLS REPORT EL=GIST`R OF ~,~ iLLS OF CUMBERLAND COt,~+iY. PEti~iS`c~t~".-~:~1.~ +amz of Decede;~t: Joseph G. Saxon Dote or Death: June 14, 2003 ~~, 2003-00576 ;,e tiumoer: P.:rsuant CO Pa. ~.C. R'.i~e ~. ice', I r°~Ort Ciiz iO~IC~~'in~ wlCh reSCe'~C i0 CCn:plet:Orl CC the ,'_Qrnlrii~tr~CiOn JC Che aGOVe-CaL7Li0I'ied eSLaC~: 1 . Siale 4VI7Z.hz: adi:.:nlStrat:OC1 OT :he eSLate tS CCn".Clete: ... ..... .. .... .. ~ `Y e~ ~ ~+0 _. Ii the answer is Rio. state when the personal reoreszntadve reasonaiJly cetie~~es that the ads:.iristration will ee cornoiete: un}mown _. I:he ars•,ver i0 ~~~. i is Yi=S. star :he ~:i':owir= a. I]IC tie perSOna1 -e;,res~^t~.:`i2 ;~~ a nai aC~OL'riC':pith C;;Z I.JL':'~' . . .. . . . '~ : eS ~~ ~C b. T•ne separate Orphans' Court ~+o. (if ary) fcr the personal rearesentative's ac~ourt is: ' c. Did the personal re;,resentrrve state ar. account info 1~ ally to the parties in interest' ............................... '~ Yes ^ ~o d. Copies of receiats, reier.ses, joinders and approvals of fornal or infornal accounts may be filed with the Cler?~ of the Orphans' Court and inay be at:`ched to this repot. :au 6/4 J08 1~(1C~J ``c-,~t~~ r•1d~0 ~ =Zf add S- ~dl~f B~t~Z a .. v.. irosm .4N-!0 rev. i 0. i:.06 4Q~a.11G Signature of Per;ort ding :fcu ,=~rn+ Caoacit~r: '~ Pe:-sonal Renceseatative ~ Counsel Dehra K. Wa11et,~Esq. :Name aj Peran ~ fling :hu ,COrnr 24 N. 32nd St. ,1Cdre;s Camp Hi11, PA 17011 (717) 737-1300 raiennone ~~ EV45ee EX (fide) COMMONWEALTH OF REV -15 ~ ~ PENNSYLVANIA DEPARTMENT OF REVENUE FILE NUMBER DEPT. 280601 INHERITANCE TAX RETURN "~"~~~ ~ """ "" _ "-~~ " HARRISBURG, PA 17128-0601 RESIDENT DECEDENT COUNTYCt)DE- oyEAR3 0 0 5 6 7 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) NUMBER L` Z Paul M. W DATE OF DEATH (MM-DD-YEAR) W DATE OF BIRTH (MM-DD-YEAR) U 6-16- 003 06-16-1925 QW (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Arlene A. Eppley COMPLETE MAILING ADDRESS LD 8E DIRECTED TO? Keith 0. Brenneman Es uire LAME (If Applicable) lbaker & Brenneman P, ~, 44 W. Main Street HONE NUMBER Mechanicsburg, PA 17055 J-697-R5~R ~ w a ~ 1. Original Retum ~ 4. Limited Estate ~ 2. Supplemental Retum ~ 3. Remainder Retum (dale ord m ~ ~ ~ a m ~. Decedent Died Testate Aeach w orwn t pr ) 4a. Future Interest Compromise (date or deam~eer lz-lz-a2) ~ 7. Decedent Maintained a Livin Tru t ea prior ro fz-f3-sz) ~ 5. Federal Estate Tax Return Required a 9. Litigation Proceeds Received g s (Heath copy of trust) ~ 10. Spousal Poverty Credit trials ord m ~ 8. Total Number of Safe Deposit Boxes z THIS SEC71C}N,ML15T BE GOMPLE:T1=17. e~ belweeR uaf-sl and fa-ss) ALL CORRESPONDENCE AND CON ~ 11. Election to tax under Sec. 9113(A) (Aaaon sch o) o NAME FIDENTIAL TAX INFOR(yI~CITION SHOU z 0 a N W 0 U Z O a J H a V W Z Q i'p- a V 1. Real Estate (Schedule A) (1) _ 2. Stocks and Bonds (Schedule B) (2) 226 052 24 C J ~~ rv ~ 3. Closely Heid Corporation, Partnership or Sole-Proprietorship . (3) m~ ~ ` -- ~ _ h _ 4. Mortgages & Notes Receivable (Schedule D) 4 ~ [ , t> ~ ~ 5. Cash, Bank Deposits & Miscellaneous Personal Property S (5) 116 223 34 ( chedule E) . , ` ~ ~,C- .-~ 6. Jointly Owned Property (Schedule F) (6) 3 6 , 5 9 6.8 7 . -'" ~ _ t'V Separate Billing Requested ~ ~. 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) ~« , W 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) $8 , 748.38 ~ (Schedule G or L) 8. Total Gross Assets (total Lines 1-7) 46 7 , 6 2 0 , $ 3 (8) 9. Funeral Expenses & Administrative Costs (Schedule H) (g) ~ iii ~~ 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) _ _ - __-... ., , ~ i.vrvioCR 172 - 26 - 9977 PHIS RETURN MUST 8E FILED IN DUPLICATE WITH THE REGISTER OF WILLS ~~~~M~ at~uKl I Y NUMBER 200 _ 24 _ 1011 (11) 6, 114.23 (12) 461, 506.60 (13) (14) 461, 506.60 --- ~~•~ ~ ~~.... ~ rvr~a vn rctvtKSt SIDE FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.2) 461 506 . 6G -0- x .0 ~ (15) 16. Amount of Line 14 taxable at lineal rate x .0 - (16} 17. Amount of Line 14 taxable at sibling rate x .12 (17) 18. Amount of Line 14 taxable at collateral rate x .15 (18) 19. Tax Due (19) -0- ~0, ~ ~ ~ ~• ~ ? > EfE SURE TO ANSVV~2 ALL QUESTIONS ON REVERSE-.SIDE :4Nn RGr`ucn.... ~r , . -~ `~S ~9- r~ ~M o~ ~° ~~ y_~ ~~ Decedent's Complete Address: 153 N. Middlesex Road clrY Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. CreditslPayments A. Spousal Poverty Credit B. Prior Payments C. Discount PA I ZIP 17013 (1) -0- 3. InteresUPenalty if applicable D. Interest E. Penalty Total Credits (A + g + C) (2) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT.tal Interest/Penalty (D + E) (3) Check box on Page 1 Line ZO to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) -p- 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 :.......................................................................................... ^ rid, 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? ................... ^ ................................................... ^ X 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? .............................................................................................................. ^ X^ 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, induding 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 RESPONSI LE FOR FILING RETURN G b DATE ADDRESS , Executrix /0//70$ 153 N. Middlesex ad, a lisle, PA 17013 T SIGNATURE O~Pf~P~RER OTHER THAN REPRESENTATIVE -_ ADDRESS ~U 17 UL 44 W. Main Street, Mechanicsburg, PA 17055 For dates of death on or after July 1, 1994 and before January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 3% [72 P,S. §9116 (a) (1.1) (i)], The statute doestnotnexemot aJtransfer to a survivirtg spousemom tax, and thetstatutory requvements forodsclosureooftassets andgfiling a tax a°tum are stil§I applicabel even}if the surviving spouse is the only beneficiary, Far dates of death on or after July 1, 200D: The tax rate imposed on the net value of transfers from a deceased child twenty-one years of age or younger at death to or for the use of a natural parent, an adoptive parent, or a stepparent of the child is 0% [72 P.S. §9116(a)(1.2}). The tax rate imposed on the net value of transfers to or for the use of the decedent's lineal beneficiaries is 4.5%, except as noted in 72 P.S. §9116(1.2} [72 P.S. §9116(a)(1)]. The tax rate imposed on the net value of transfers to or for the use of the decedent's siblings is 12% [72 P.S. §9116(a)(1.3)]. Asibling is defined, under Section 9102, as an individual who has at least one parent in common with the decedent, whether by blood or adoption. REV-1503 EX+ (6-98) SCHEDULE B COMMONWEALTH OF PENNSYLVANIA STOCKS & BONDS INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Paul M. Epple FILE NUMBER All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE ~' OF DEATH Nuveen Investments: a. Nuveen Investment Trusts: Trust Description CUSIP Units Owned Value YS-249PA-QS YS-225PA-QS 67066E141 347.188 $36,013.81 YS-235PA-QS 6706H7201 6706H7508 146.228 $15,431.44 YS-240PA-QS S 6706H7656 351.972 252.195 $36,534.69 $25 113 58 YS-196PA-Q YS-206PA-Q 6706H8118 101.616 , . $10,976.56 S YS-212PA-Q 6706H8407 6706H8597 198.001 $20 675.26 S YS-220PA-Q 6706H883 7 152.440 150.800 $16042.79 $16 176 32 YS-187PA-QS YS-162PA-Q 6706H9629 102.407 , . $ 6 813.14 ' 67101 D645 97.296 $_3_ Total Value: $186,874.52 b. Nuveen Insured Muni Bond Fund No. 1269, Account No. 269000139. 3,127.793 units Owned at $11.48 2 . I Fahnestock & Co. Inc. Investments: 35,907.06 a. Fahnestock Prime Cash Money Market, 45.66 shazes at $1.00 per share 45.66 b. Dell, Inc., 100 shares at $32.25 per share: 3,225.00 TOTAL (Also enter on line 2 Recapitulation) ~ $ 226 , 052 24 (If more space is needed insert additional sheets of the same size) REV-1508 EX+ (6-98) COMMONtNEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ~aiAit ~r Paul M. Eppley FILE NUMBER 21-03-00567 Include they proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM 1MBER DESCRIPTION 1• Compensation payable by Middlesex Township 2• Waypoint Bank: a. Certificate of Deposit No. 1700015307: b. Certificate of Deposit No. 1762191164: c. Certificate of Deposit No. 1762212652: d. Certificate of Deposit No. 1763270856: e. Certificate of Deposit No. 7100005982: f• Savings Account No. 1902128501: VALUE AT DATE OF DEATH 1-- $25,075.39 10,013.19 25,018.53 30,029.21 11,518.75 14,441.85 116,096.92 TOTAL (Also enter on line 5 Recapitulation) $ 116 223 (If more space is needed, insert additional sheets of the same size) REV-1509 EX+ (6-98) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE F JOINTLY OWNED PROPERTY Arlene A. E le FILE NUMBER If an asset was made joint within one year of the decedent's date of death, it must be reported on SOhed o0G 6 7 SURVIVING JOINT TENANT(S) NAME ADDRESS RELATIONSHIP TO DECEDENT A• Arlene A. Eppley 153 North Middlesex Road Carlisle, PA 17013 surviving spouse B C JOINTLY-OWNED PROPERTY: LErrER ITEM FOR JOINT NUMBER TENANT DgrE MADE JDINT DESCRIPTION OF PROPERTY INCLUDE NgME OF FINANCIAL INSTITUTION AND BANK ACCOUNT NUMBER OR SIMILAR IDENTIFYING NUMBER. ATTACH DEED FOR J I DATE OF DEATH % DF DATE OF DEATH ~~ A. 5/22/9 D NTLKHELD REAL ESTATE. Waypoint Bank Certificate f D VALUE OF ASSET INTEREST DECEDENTUSINTEREST o eposit No. 1762234457 25 065.75 50/ $12,532.88 2 A 4/5/02 Waypoint Bank Certificate of Deposit 15 031 62 No. 7100027352 , . 50% 7,515.81 3, A 1/91 Van Kampen Tax Exempt Trusts, Penn 33 096 00 50% IMIT, 1998, Account No. 02271383 , . 16,548.18 TOTAL (Also enter on line 6 Recapitulation) 1 3 3 6, 5 9 6 8 7 (If more space Is needed, insert addltlonal sheets of the same slze) REV-1510 EX+ (6-98) SCHEDULE G COMMONWEALTH OF PENNSYLVANIA INTER-VIVOS TRANSFERS & INHERITANCE TAX RETURN MISC. NON-PROBATE PROPERTY RESIDENT DECEDENT eerere n~ 38 Paul M. Eppley FILE NUMBER 21-03-00567 This schedule must be completed and si>,~ s rtie ,....,..,..._ __.. _. _ .. REV-1511 EX+ (12-99) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT wiHrt ur Paul M. Eppl ITEM (UMBER A• FUNERAL EXPENSES: t. Debts of decedent must be reported on Schedule I. FILE NUMBER 71-n~_nr B• ADMINISTRATIVE COSTS: t• Personal Representative'sCommissions Waived Name of Personal Representative(s) Arlene Eppley Social Security Number(s)/EIN Number of Personal Representative(s) Street Address City State Zip _ Year(s) Commission Paid: 2. AttomeyFees to Snelbaker & Brenneman (7/16/04) 3• Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Arlene Eppley 1 North Mi esex oa Street Address City Carlisle State 1'A Z;p 17013 Relationship of Claimant to Decedent S u rv l v i ng S p O u s e ~- 4. Probate Fees to Register of Wills, Cumberland County s. Accountant's Fees and reserve for miscellaneous costs, filing fees and additional attorney's fees 6• ~~~~~ Additional probate fee due ~• Advertise grant of Letters a. Patriot News: $105.73 b. Cumberland Law Journal: 75.00 1 , 042.50 3,500.00 56.00 1,000.00 335.00 180.73 TOTAL (Also enter on line 9, Recapitulation) ~ E 6. 1 14.23 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS tir more space is needed, insert additional sheets of the same size) REV-1513 EX+ (9-pp) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE J BENEFICIARIES ESTATE OF Paul M. Eppley NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Arlene A. Eppley 153 North Middlesex Road Carlisle, PA 17013 FILE NUMBER 21-03-00567 ATIONSHIP TO DECEDENT AMOUNT OR SHARE Do Not List Trustee(s) OF ESTATE surviving I Entire Residue spouse (100%) ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REIV-1500 COVER SHEET II NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SECTION 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) $ ^..4,~ ~ t Y `. i.~ ~ ~.= i~ s r, _ { ~ _. ,_. ., ~ ate ,~ ~. . LAST ~~iILL AND TESTAP~IENT OF PAUL M, EPPLEY I; PAUL M. EPPLEY, of the Township of 1`4iddlesex, County of Cumberland and State of Pennsylvania, being of sound and disposin~;~Lind, r_lemory and understanding, do make, publish and declare ti~is my Last Wi11 and Testament. 1. I direct the payment of all my just debts and funeral expenses as soon after my decease as the same can conveniently be done, 2. I give, devise and bequeath all the rest, residue and remainder of my estate, real, personal and mixed, of whatsoever nature and wheresoever the same may be situate, to my wife, ARLENE Aa EPPLEY, absolutely and unconditionally. 3. In the event that my wife, AP,LENE A. EPPLEY, should predecease me, or should she die at about the same time as I do, such as in an accident common to both of us, then in such event, I give, devise and bequeath my entire estate, real, personal and mixed, whatsoever and wheresoever the same may be situate, to my two children, to wit, my daughter, LINDA A. LYSLE, and my son, MICHAEL T1, EPPLEY, share and share alike, per stirpes. -1- 4. LASTLY, I nominate, constitute and appoint my wife, ARLENE Ao EPPLEY, Executrix of this, my Last Will and Testament, and in the event that my said wife should predecease me, or should she be unable to serve in such capacity for any reason, then in such event, I nominate,. constitute and appoint my two said children, LINDA A. LYSLE and MICHAEL M. EPPLEY, to be Co- Executors of this, my Last Wi11 and Testament, in her place and stead. IN WITNESS WHEREOF, I have hereunto set my hand and seal this ~- ~ day of March, A. D. 1987. ' ~~.-~''~ (SEAL} Paul ~'1, Eppley Signed, sealed, published and declared by the above- named PAUL M, EPPLEY, as and for his Last Wi11 and Testament, in the presence of us, who, at his request and in his presence, and in the presence of each other, have hereunto subscribed our names as witnesses. -~- _____ .__ CC~~IO?vh?EaLTH OF PEI~ISYLUANIA) COUNTY OF CUMBERLAND ~ SS ~ ' I, PAUL M. EPPLEY the testa to the attached or forePo ' ~ A for wiwse ~~ is signed. , b ~, instnan.~nt, having been duly qualified according to law, do hereby acl~owledge that I s igned and executed the ins t~-t.~ent as my Last Will and Testament; that I signed it willingly; and that I signed it as my free and voluntaT-v act and deed for the purposes therein expressed. r Sworn and affirmed to and ac~mowledged besore me, the 12th day of March A. D. , 19$7 °Nota~-y Pu ~' ~Y ~l 'ssion .,Expires CGA'F'fJi~T• yALTH OF PENiV'SYLUAiVIA) )SS• -~f~_:,~ September 21, 1987 (SEAL) COUAFiY OF CUMBERLAND ) We, the tmdersigned, J _ RnRFRT 4TA TIFFFR and JOHN M EA T~~ the witnesses whose names are signed to the attached or foregoing instnimerit, being du1 y qualified according to I.aw, do depose and say that we were present and saw the testator PAUL M. EPPLEY sign and execute the instrument as hi.~ ' /fix Last Will and Testament; that the said testator PAUL M. EPPLEY that the said signed the same willingly and PAUL Me EPPLEY , executed it as his A ~luntary act for the o ~ fz'e~ and purp ses therein expressed; that each of us, in the hearing and sight of the testator signed the Will as witnesses; anti that to the best of our ~mowledge the testator ,was, at the time, 18 or more years of age; of-sound m;nri• and trader no constraint , dunes s morn and subscribed to before mE 12th day of March INVENTORY REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA COMMONWEALTH OF PENNSYLVANIA 1 SS COUNTY OF J File Number 21-03-567 Personal Representative(s) of the Estate of Paul M. Eppley deceased, depose(s) and say(s) 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 verify that the statements made in this Inven- ~. ~ nGG 1 tory are true and correct. I understand that false state- 1= J ments herein .are made subject to the penalties of 18 Pa.C.S. § 4904 relating to unsworn falsification to authorities. Attorney -- (Name) TIP; rh n Rranne„>nan (Supreme CourtLD. No.)_ C~7H77 (Address) 44 W. Main Street Mechanicsburg PA 17055 (Telephone) 717-697-8528 DATE OF DEATH I LAST RESIDENCE DECEDENTS SOC. SEC. NO. June 16, 2003 153 N. Middlesex Road, Carlisle PA 172-26-9977 FIGURES MUST BE TOTALED See Atached Sheets ~ ~, r•;y ~~ ~ 1 C 7 . _ _7 i Q __ .. .~ ~.r = - _ -. ._~ = , ~ ~: >_ ~ - t,J (Attach additional sheets as needed) TOTAL• ~ $'iL~ '775 5~ 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. (See 20 Pa. C.S. § 3301(b)) Form RW-09 rev. 10.13.06 Inventory of the real and personal estate of Paul M. EDpley deceased I. PERSONALTY. A. Stocks/Investments. 1. Nuveen Investments: a. Nuveen Investment Trusts: Trust Description CUSIp Units Owned Value YS-249PA-QS YS-225PA-QS 67066E141 670 347.188 $36 013.81 YS-235PA-QS S 6H7201 6706H7508 146.228 351.972 $15,431.44 $36 534 69 YS-240PA-Q YS-196PA-QS 6706H7656 670 252.195 , . $25113.58 YS-206PA-QS S 6H8118 6706H8407 101.616 198.001 $10,976.56 $20 675 26 YS-212PA-Q YS-220PA-QS 6706H8597 67 152.440 . $16,042.79 YS-187PA-QS 06H8837 6706H9629 150.800 102 407 $16,176.32 $ 6 YS-162PA-Q5 67101D645 . 97.296 813.14 $ 3,096.93 Total Value: b. Nuveen Insured Muni Bond Fund No. 1,269, Account No. 269000139. 3,127.793 units Owned at $11.48 Fahnestock & Co. Inc. Investments: a. Fahnestock Prime Cash Money Market, 45.66 shares at $1.00 per share b. Dell, Inc., 100 shares at $32.25 per share: Total Stocks/Investments: $186,874.52 35,907.06 45.66 -3-- 2_ 226, 052. ~ 24 See Attached Pa e No. 21-03-00567 INVENTORY OF THE REAL AND PERSONAL ESTATE OF PAUL M. EPPLEY, DECEASED •- s I. PERSONALTY (continued) B. Bank Accounts: Waypoint Bank: a. Certificate of Deposit No. 1700015307: $25,075.39 b. Certificate of Deposit No. 1762191164: 10,013.19 c. Certificate of Deposit No. 1762212652: 25,018.53 d. Certificate of Deposit No. 1763270856: 30,039.21 e. Certificate of Deposit No. 7100005982: 11,518.75 f. Savings Account No. 1902128501 14,4 Total Bank Accounts: C. Compensation payable by Middlesex Township: TOTAL APPRAISED VALUE, ALL PERSONALTY: II. REAL ESTATE. $116,096.92 -----126.42 $342,275.58 NONE TOTAL APPRAISED VALUE, ALL PROPERTY: $34~? 75 Sg Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Joseph G. Saxon Date of Death: June 14, 2003 File Number: 2003-00576 Pursuant to Pa. O.C. Rule 6.12, 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 :.................... 0 Yes ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ....... ^ Yes ^ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account ............................... informally to the parties in interest? ^ Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. 6/30/09 Y~ ii I~ i -~ .LCii i~! L ~ i"~ ~. ~. , -.d~:~til ti5 ~~t ~5~ ~ - fill fiu~~ Signata~re of Person Filing this Form Capacity: Personal Representative ®Counsel Debra K. Wallet, Esq. Name of Person Filing this Form 24 North 32nd Street Address Camp Hill, PA 17011 (717) 737-1300 Telephone _: -Ferm12{~ lQ ~Cey.aQ.73:~6 Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Joseph G Saxon Date of Death: 06/14/2003 File Number: 21 - 03 - o057s Pursuant to Pa. O.C. Rule 6.12, 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 ~ No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3, If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ^ Yes ^ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ^ Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. oars 06/10/2011 v_ ~-'~ ~. ~ ~a " • • E„_ ~- ,~ b. ~~ ~ o ~ C ~ F ,.. C~ ~ ~..' ~_ ~ ._.._ ~ ~, O ~ F"~RW-70 R ims e -~~ r-..,, ~ -2oos ~.~w x ~~.taa" Sgnature of Person F~1ing this Form Capacity: ^ Personal Representative ^ Counsel Debra K Wallet Name of Person Filing this Form 24 North 32nd Street Address Camp Hill, PA 17011 city, srare, zip 717/737-1300 Telephone Copyright (c) 2006 form software only The Lackner Group, Inc. ~l Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Joseph G Saxon Date of Death: na~~d~~nn~ File Number: 21 - 03 - 00576 Pursuant to Pa. O.C. Rule 6.12, 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: unknown 3. Ir the answer to No. 1 is YES, state the following a. Did the personal representative file a final account with the Court? ^ Yes ^ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ^ Yes ^ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Dare 05/30/2012 Jti s~ ~ U V? ~ Q. _..1 <~__~ ~_ ~ Q .. r }~~ . ,. 1 ~ a J t--i ~ 1.7-- .J ~= i Form RW-10 Rev. ro-is-zoos h~a K . ~~- Signatum of Person Filing this Form Capacity: ^ Personal Representative ~ Counsel Debra K Wallet Name of Person Filing this Form 24 North 32nd Street Address Camp Hill, PA 17011 Cdy, State, Lp 7171737-1300 ~ e~epnone Copyright (c) 2006 form software only The Lackner Group, Inc. ~^ Pa, O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Joseph G Saxon Date of Death: 06/14/2003 File Number: 21 -03 -00576 Pursuant to Pa. O.C. Rule 6.12, 1 report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: ❑ Yes ❑X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown 3. If the answer to No. 1 is YES, state the following: a, Did the personal representative file a final account with the Court? ❑ Yes ❑ No b. The separate Orphans'Court No. (if any)for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ❑ Yes ❑ No d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Dare 05/10/2013 Signature of Person Filing this Fmm a to Capacity: El Personal Representative © Counsel - A.tf Ci cs Debra K Wallet Name of Person Fiing this Form xn �+ 24 North 32nd Street fs C= Address W ° Camp Hill, PA 17011 C' City.state.Zip 717/737-1300 Telephone Form RIN 10 Rev.10,13-2006 Copyright(c)2006 form software only The Lackner Group,Inc. Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Joseph G Saxon Date of Death: 06/14/2003 File Number: 21 -03 -00576 Pursuant to Pa. O.C. Rule 6.12, 1 report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: ❑ Yes ❑X No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ❑ Yes ❑ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ❑ No Yes El d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date r�OS/09/�Q14 ►M�A%Q ��µ��r O co Cs 4 Signature of Person Filing this Form Lu J N F— c) =t + �j Capacity: ❑ Personal Representative ❑X Counsel 3 E o c7 ti r_ O C�) c-, 'zn w +: r w J Debra K Wallet s �.... ~ J G C[, tIJ U Name o/Person Filing this Form I =2 CL� 01 :E w w s 24 North 32nd Street ZD V Address 0 - Camp Hill, PA 17011 City,State,Zip 717/737-1300 Telephone Farm RW-10 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc, Pa. O.C. Rule 6.12 STATUS REPORT REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA Name of Decedent: Joseph G Saxon Date of Death: 06/14/2003 File Number: 21 -03 -00576 Pursuant to Pa. O.C. Rule 6.12, 1 report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: ❑ Yes ® No 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: unknown 3. If the answer to No. 1 is YES, state the following: a. Did the personal representative file a final account with the Court? ❑ Yes ❑ No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? ❑ Yes ❑ No d. Copies of receipts, releases,joinders and approvals of formal or informal accounts may be filed with the Clerk of Orphans' Court and may be attached to this report. Date 05/22/2015 WAj, y. Signature of Person Filing this Form - Capacity: ❑ Personal Representative 0 Counsel CV I _ t x_ Iw Debra K Wallet C, {_, Name of Person Filing this Form C-J �'° L J C' j .! Co �, sy 24 North 32nd Street cz)CC_' ,, C.y :z LJ Address C' � M: Camp Hill PA 17011 >~ -� u City,State,Zip 717/737-1300 Telephone Form RW-10 Rev.10-13-2006 Copyright(c)2006 form software only The Lackner Group,Inc.