Loading...
HomeMy WebLinkAbout03-0908PETITION FOR PROBATE & GRANT OF LETTERS Estate of PAUL LESTER NEGLEY also known as PAUL L. NEGLEY Social Security No. 174-05-3945 , deceased. No. 21-03- ~~ To: Register of l/Vi)Is for the County of Cumberland Commonwealth of Pennsylvania The Petition of the undersigned respectfully represents that: Your Petitioner, who is 18 years of age or older and the Executor named in the Last Will of the above decedent dated May 25, 2000 , and codicils dated none . The Executor named none died ^ Renunciation for Maxine Jannette Reed attached hereto. Decedent was domiciled at death in Cumberland County, Pennsylvania, with his last family or principal residence at 1000 South Hanover Street, Carlisle Borou,qh Decedent, then 91 years of age, died October 23 Rehabilitation Center, Carlisle, Middlesex Township, Pennsylvania 2003, at Claremont Nursincl & 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: Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property in PA (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania, situated as follows: 1000 South Hanover Street, Carlisle Borouqh, Cumberland County $190,000.00 $ $130,000.00 WHEREFORE, Petitioners respectfully requests the probate of the Last Will and Codicil(s) presented herewith an.,ql the grant of letters testamentary thereon. Signature(s)/a~d Residen~('s) of Petitioner(s): 60 West Pomf~Str~et ~ Carlisle, PA 17013 717-249-2353 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 the knowledge and belief of Petitioner(s) and that as personal representative of the above decedent, petitioner(s) will well and truly administer the es~,according to law~.~ sworn ,o or before me this~~//day of Octobeu 2003. /Marcus A. McKniqht [11 ' ~ ~ - Regis~r ~ /'9 -/'7 '-/-// NO. 21-03- Estate of PAUL LESTER NEGLEY a/k/a PAUL L. NEGLEY , deceased. DECREE OF PROBATE & GRANT OF LETTERS AND NOW, October ,2003, 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 May 25, 2000 described therein be admitted to probate and filed of record as the Last Will of Paul Lester Ne,qle¥ a/k/a Paul L. Ne,qle¥ ; and Letters Testamentary are hereby granted to Marcus A. McKni,qht III FEES Probate, Letters, Etc ........ $ 305.00 Short Certificates(-3- ) .... $9.00 Renunciation(s) ........... $ 5.00 JCP .................... $10.00 Other Will pa.qes (-2-) .... $6.00 TOTAL: .... $ 335.00 Filed ............................ ~R.WIN & McKNIGHT Marcus A. McKniqht ~11, Esq. (25476) ATTORNEY (Sup. Ct. I.D. NO.) 60 West Pomfret St., Carlisle, PA 17013 ADDRESS · 717-249-2353 PHONE RENUNCIATION In regard to the Estate of To the Register of Wills of PAUL L. NEGLEY Cumberland , deceased. County, Pennsylvania. The undersigned sister-in-law of the above decedent hereby renounce(s) the right to administer the estate and respectfully ask(s) that Letters Testamentary be issued to Marcus A. McKnight III WITNESS my hand(s) this 28th day of October ,2003. Maxine Jannette Reed 1103 North Front Street Harrisburg, PA 17102 ADDRESS LAST WILL AND TESTAMENT I, PAUL LESTER NEGLEY, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound mind and under no legal disability, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. ONE: I direct my Co-Executors to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. TWO: I give, devise and bequeath all of my property of every nature and wherever situate to the following: a. To LYNN W. NEGLEY, of 15 Raylen Drive, Boiling Springs, Pennsylvania ............................................................................................ 10% b. To LOREN E. NEGLEY, of 1150 Forge Road, Boiling Springs, Pennsylvania ............................................................................................... 10% c. To MAXINE JANNETTE REED ................................................................ 35% d. To PRESBYTERIAN HOMES, INC ........................................................... 15% e. To THE SECOND PRESBYTERIAN CHURCH OF CARLISLE, PENNSYLVANIA ......................................................... 30% If any of the above named individuals should predecease me, then the share of said person who has predeceased me will be equally distributed to those named above who survive me. THREE: I appoint, MAXINE JANNETTE REED and MARCUS A. McKNIGHT, III, to serve as Co-Executors of this my Last Will. FOUR: My Co-Executors may at their discretion, compromise claims, borrow money, retain property for such length of time as they may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as they may deem proper; and invest estate property and income without restriction to legal investments. FIVE: I direct that my Co-Executors will not be required to post bond or enter security in this or any other jurisdiction. 2000.. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 25T}~ day of May, Signed, sealed, published and declared by PAUL LESTER NEGLEY, the above named testator, as and for his Last Will and Testarnent, in thc presence of us, who at his request, and in his presence and in the presence of each other have subscribed our names as witnesses hereto. 2 ACKNOWLEDGMENT AND AFFIDAVIT WE, PAUL LESTER NEGLEY, EMILY E. McKNIGHT and A~TUOWi~ R, UOLTZitnU, , the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that thc testator signed and executed the instrument as his Last Will, and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the witnesses, in the presence and hearing of the testator, signed the Will as a witness and that to the best of their knowledge thc testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. EMILy'S. McKNIGHT ,/~ AN"/q4~NY~I~. COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged before me by, PAUL LESTER NEGLEY, the testator herein and subscribed and sworn to before mc by EMILY E. McKNIGHT and ANTHONY R. HOLTZMAN, witnesses, this 25TM day of May, 2000. Betzi A. Morrison, Notary Public .. C.~rl~s~e.B?o. _C_,_,_,_,_,_,_,_~er~ ~ County , nny uommlsslon Expires Dec. 15, 2000 Member, Pe~ ~ of No~an~es YJ[v I PAUL L. NECLL~Y LAW OFFICES IRWIN. McKNIGhT & hUGhES WEST POMFRET PROFESSIONAL BUILDING 60 WEST POMFRET STREET CARLISLE, PENNSYLVANIA 17013~3222 (717) 249-23~3 CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Date of Death: Estate No.: PAUL L. NEGLEY October 23, 2003 21-03-0908 To the Register: I certify that notice of the beneficial interest required by Rule 5.6(a) of the Orphan's Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on December 16, 2003 . Name Address Lynn W. Negley Loren E. Negley Maxine J. Reed 15 Raylen Drive, Boiling Springs, PA 17007 1150 Forge Road, Carlisle, PA 17013 1103 North Front Street, Harrisburg, PA 17102 Presbyterian Homes Inc. 1217 Slate Hill Road, Camp Hill, PA 17011 The Second Presbyterian Church 528 Garland Drive, Carlisle, PA 17013 Notice has now been given to all persons entitled thereto under Rule 5.6(a) except none _. IRWIN & McKNIG}t~.~.~.~.~ Name Marcus A. MeKnight III, Esquire Address 60 West Pomfret Street Carlisle. PA 17013 Telephone (717) 249-2353 Capacity: X __ Personal Representative __ Counsel for Personal Representative REV- 1500 EX + (6-00) CO M MO NWEALT H OF PEN N SYLVAN IA DEPARTMENT OF REVENUE DEPT. :)80601 HARRISBURG, PA 171:)8-0601 REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT D I DECEDENT'S NAME(LAST, FIRST, AND MIDDLE INITIAL) E i Negley Paul L. C 10/23~2003 DATE OF DEATH (MM-DO-YEAR) DATE OF BIRTH (MM-OD-YEAR) E D 06/30/1912 E ( F APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) N T cAPB HpRL EpIO cmAC ~TK C O R R E S OFFICIAL USE ONLY FILE NUMBER 21-03-0908 COUNTYCOOE YEAR NUMBER SOCIAL SECURITY NUMBER 174-05-3945 1. Original Return U 2. Supplemental Return 4. Limited Estate ~ 4a. Future lnterest Compromise (date of death after 12-12-82) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust (Attach copy of Will) (Attach copy of Trust) U 9. Litigation Proceeds Received ti 10. Spousal Poverty Credit (date of death between 12-31-91 and 1-1-95) THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER  (date of death 3. Remainder Return prior to 12-13-82) 5. Federal EstateTax Return Required i 8. Total Number of Safe Deposit Boxes NAME Marcus A. McKni~ht Esq. FI RM NAME (If Applicable) IRWIN & McKNIGHT TELEPHONE NUMBER 717./249- 2353 --] 11. Election to tax under Sec. 9113(A) (Attach Sch O) 1. Ream Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) 3. Closely Held Corporation, Partnership or (3) .Sole-Proprietorship 4. Mortgages & Notes Receivable (Schedule D) (4) 5. Cash, Bank Deposits & Miscellaneous Personal Property (5) (Schedule E) 6. Jointly Owned Property (Schedule F) (6) ~ ~ Separate Billing Requested 7, Inter-Vivos Transfers & Miscellaneous Non-Probate Property (7) (Schedule G or L) 8, Total Gross Assets (total Lines 1-7) 9. Funeral Expenses & Administrative Costs (Schedule H) (9) 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 11. Total Deductions (total Lines 9 & 10) 12. Net Value of Estate (Line 8 minus Line 11 ) 13. 14. COMPLETE MAILING ADDRESS 60 West Pomfret. Street West Pomfret Professional Bldg. Carlisle, PA 17013 103,000.00 None None None 198,486.24 None None 44,977.62 1,991.30 Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax has not been made (Schedule J) Net Value Subject to Tax (Line 12 minus Line 13) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 15. X .0 0 X .0 45 X .12 X .15 OFFICIAL USE ONLY (8) 301,486.24 (11) 46,968.92 (12) 254,517.32 (13) 114,532.79 (,1.41 . . ., 1,39,984.53 (15) 0.00 (16) O. O0 (17) O. O0 (18) 20,997.68 (19) 20,997.68 ..(: O M T I 0 Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116(a)(1.2) 0.00 16. Amount of Line 14 taxable at lineal rate 0.00 17. Amount of Line 14 taxable at sibling rate 0.00 18. Amount of Line 14 taxable at collateral rate 139,984.53 19. Tax Due Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) Decedent's Complete Address: STREET ADDRESS 1000 South Hanover Street CITY Carlisle Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) Z. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 0.00 STATE ?A (1) ZIP 17013 Total Credits ( A + B + C ) (2) 20,997.68 3. Interest/Penalty if applicable D. Interest E. Penalty Total Interest/Penalty ( D + E ) (3) 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT, Check box on Page 1 Line 20 to request a refund (4) 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (SA) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (SB) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS Did decedent make a transfer and: Yes a. retain the use or income of the property transferred; ......................... [~] b. retain the right to designate w. ho 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? ................... If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................ ~ Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? .............................................. ~ 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. No 0.00 0.00 0.00 20,997.68 0.00 20,997.68 Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct and complete. Declaration of preparer other than the personal representative is based on all information of which preparer has any knowledge. SIGNATUI:~OFPERSON,I~SPO~ISIBLEFORFILINGRETURN Marcus A. McKnight Esq. DATE -J/ ~//J-~ ~,z~.a~~ 60 West Pomfret Street ---/. t--,, ........................... - SIGNATURE OF PREP~ER OTHE~THAN REPRESENTATIVE IRW]'N & Mc[~']'G[--~ DATE /~7 ~ . ~ __/? 60 West Pomfret Street / , /" ~ I-~ '-~. ~ ---~l-f~i~-;-~k---iY6i~ ........................... I/~/~ For dates of n 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 sp s&u.~i~'3% [72 P.S. 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the 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 va~ue 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. Copyright (c) 2:000 form software only The Lackner Group, Inc. Form REV-1500 EX (Rev. 6-00) REV- 1507 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Paul L. Ne~ley SS~/ 174-05-3945 SCHEDULE A REAL ESTATE 10/23/2003 FILENUMBER 21-03-0908 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 knowledqe of the relevant facts. Real property which is jointly-owned with ri~]ht of survivorship must be disclosed on Schedule F. DESCRIPTION - sold TOTAL (Also enter on line 1, Recapitulation) ITEM NUMBER 1000 South Hanover Street, Carlisle Borough, Cumb. Co. 01/08/2004; settlement sheet attached IS VALUE AT DATE Of DEATH 103,000.00 103,000.00 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-150Z EX (Rev. 1-97~ REV-1508 EX + (1-97) COMMONWEALTH OFPENNSYLVANIA INHERITANCETAXRETURN RESIDENTDECEDENT ESTATE OF SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY FILE NUMBER Paul L. Nesley SS# 174-05-3945 10/23/2003 21-03-0908 Include the proceeds of litigation and the date the proceeds were received by the estate. All property jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1 Cambridge Investment Research Inc. Pershing cash account & 40,674.99 2 3 4 5 6 7 8 9 mutual fund Citizens Bank Citizens Bank Citizens Bank Citizens Bank Citizens Bank Citizens Bank Miscellaneous Miscellaneous - account #6140874645 - account #6140874637 - account #6140874629 account #6140271797 account #6200261354 account #6100731618 coin/paper money collection personal property sold 10,008.21 10,008.21 15,012.33 53,477.90 38,162.50 16,629.33 260.52 '14,252.25 TOTAL (Also enter on line 5, Recapitulation) $ 198,486.24 (If more space is needed, insert additional sheets of the same size) Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1508 EX (Rev. 1-97) REV-1511 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Paul L. Ne~ley SS~/ 174-05-3945 SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS 10/23/2003 FILENUMBER 21-03-0908 Debts of decedent must be reported on Schedule I. ITEM NUMBER DESCRIPTION A. FUNERAL EXPENSES: 1 Ewing Brothers Funeral Home 2 1 2 3 4 5 6 Westminster Cemetery ADMINISTRATIVE COSTS: Personal Represehtative's Commissions Name of Personal Representative(s) Marcus A. [VJcKni~ht Esq.. Social Security Number(s) / EIN Number of Personal Representative(s) Street Address 60 West Pomfret Street City Carlisle State PA Zip 17013 Year(s) Commission Paid: 2004 Attorney's Fees IRWIN & McFJq'IGHT Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City Relationship of Claimant to Decedent Probate Fees Register of Wills Accountant's Fees Tax Return Preparer's Fees Other Administrative Costs Cumberland Law Journal Oye Hauling, trash Register of Wills Register of Wills Rob's Classic Car Waxing Service Roy Gottshall Auctioneer - commission State Zip estate notice publication removal short certificates filing fees Total of Continuation Schedule(s) TOTAL (Also enter on line 9, Recapitulation) (If more space is needed, insert additional sheets of the same size) AMOUNT 7,336.00 945.00 12,000.00 12,800.00 335.00 200.00 300.00 18.00 25.00 238.50 2,850.00 7,855.12 $ 44,977.62 Copyright (c) 1996 form software only CPSystems, Inc. Form REV-1511 EX (Rev. 1-97) Estate of: Paul L. Negley Soc Sec #: 174-05-3945 Date of Death: 10/23/2003 Item Description Continuation of Schedule H-B7 (Other Administrative Costs) Amount Settlement expenses The Sentinel Legal estate notice publication 7,765.12 90.00 7,855.12 REV-1512 EX + (1-97) SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, AND LIENS COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Paul L. Negley SS# 174-05-3945 10/23/2003 FILE NUMBER 21-03 -0908 Include unreimbursed medical expenses. ITEM NUMBER DESCRIPTION 1 2 3 4 5 6 7 8 '9 Andorra Borough Central Radiology of Carlisle water/sewer Penn Medical Group Clarmont Nursing Home Jonathan Reisinger, lawn care/snow removal Lanc HMA Phsyician Management Penn Power & Light Co. Shipley Energy Sprint Telephone TOTAL (Also enter on line 10, Recapitulation) I$. AMOUNT 116.00 45.24 56.80 1,003.42 325.00 117.39 52.92 261.46 13.07 1,991.30 (If more space is needed, insert additional sheets of the same size) Copyright (c) '1996 form software only CPSystems, Inc~ Form REV-151:~ EX (Rev, 1-97) REV-1513 EX + (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF Paul L. Negley SS# 174-05-3945 SCHEDULE J BENEFICIARIES 10/23/2003 FILE NUMBER 21-03-0908 NUMBER II. NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY TAXABLE DISTRIBUTIONS [include outright spousal distributions, and transfers under Sec. 9116~)(1.Z)] Loren E. Negle¥ 1150 Forge Road Carlisle, ?A 17013 RELATIONSHIP TO DECEDENT Do Net List Trustee(s) Nephew Lynn W. Negley 15 Raylen Drive Boiling Springs, PA 17007 Maxine J. Reed 1103 North Front Street Harrisburg, PA 17102 Nephew Sister-in-Law AMOUNT OR SHARE OF ESTATE 10% of remainder 10% of remainder 35% of remainder ENTER DOLLAR AMTS. FOR DISTRIBUTIONS SHOWN ABOVE ON LN. 15 THRU 18, AS APPROPRIATE, ON REV 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE B. CHARITABLEAND GOVERNMENTALDISTRIBUTIONS Presbyterian Homes Inc. 1217 Slate Hill Road Camp Hill, PA 17011 The Second Presbyterian Church 528 Garland Street Carlisle, PA 17013 15% of remainder 30% of remainder TOTAL OF PART II - ENTER TOTAL NON-TAXABLE DISTRIBUTIONS ON LINE 13 OF REV 1500 COVER SHEET $114,532.79 (if more space is needed, insert additional sheets of the same size) Copyright (c) 2000 form software only The Lackner Group, Inc. Form REV- 1513 EX (Rev. 9-00) LAST IVILL AND TESTAMENT I, PAUL LESTER NEGLEY, of the Borough of Carlisle, Cumberland County, Pennsylvania, being of sound mind and under no legal disability, declare this instrument to be my Last Will and Testament, hereby expressly revoking all Wills and Codicils heretofore made by me. ONE: I direct my Co-Executors to pay all of my debts, funeral and administrative expenses as soon as may be done conveniently after my decease. TV~'O: I give, devise and bequeath all of my property of every nature and wherever situate to the following: a. To LyNN W. NEGLEy, of 15 Raylen Drive, Boiling Springs, Pennsylvania ............................................................................................ 10% b. To LOREN E. NEGLEY, of 1150 Forge Road, Boiling Springs, Pennsylvania ............................................................................................... 10% c. To MAXINE JANNETTE REED ................................................................ 35% d. To PRESBYTERIAN HOMES, INC ........................................................... 15% e. To THE SECOND PRESBYTERIAN CHU'RCH OF CARLISLE, PENNSYLVANIA ......................................................... 30% If any of the above named individuals should predecease me, then the share of said person who has predeceased me will be equally distributed to those named above who survive me. THREE: I appoint, MAXINE JANNETTE REED and MARCUS A. McKNIGHT, III, to serve as Co-Executors of this my Last Will. FOUR: My Co-Executors may at their discretion, compromise claims, borrow money, retain property for such length of time as they may deem proper; lease and sell property for such prices, on such terms, at public or private sales, as they may deem proper; and invest estate property and income without restriction to legal inves.tments. FIVE: I direct that my Co-Executors will not be required to post bond or enter security in this or any other jurisdiction. 2000.. IN WITNESS WHEREOF, I have hereunto set my hand and seal this 25TM day of May, (SEAL)PAUL LESTER Ni~~ Signed, sealed, published and declared by PAUL LESTER NEGLEY, the above named testator, as and for his kast Will and .... t estamcn,, in thc presence of us, who at his request, and in his presence and in the presence of each other have subscribed our names as witnesses hereto. ACKNOWLEDGMENT AND AFFIDAVIT WE, PAUL LESTER NEGLEY, EMILY E. McKNIGHT and A~'raOl¢/ R, UOLTZmilq, , the testator and witnesses respectively, whose names are signed to the foregoing instrument, being first duly sworn, do hereby declare to the undersigned authority that the testator signed and executed the instrument as his Last Will, and that he had signed willingly, and that he executed it as his free and voluntary act for the purpose herein expressed, and that each of the ~vitnesses, in the presence and hearing of the testator, signed the Will as a witness and that to the best of their knowledge the testator was, at that time, eighteen years of age or older, of sound mind and under no constraint or undue influence. E nL . McKNIGI:IT , A - ' COMMONWEALTH OF PENNSYLVANIA : : SS: COUNTY OF CUMBERLAND : Subscribed, sworn to and acknowledged bet%re me by, PAUL LESTERt'~nt_.,,E ....... ~, the testator herein and subscribed and sworn to before me by EMILY E. McI~NIGHT and ANTHONY R. HOLTZMAN, witnesses, this 25TM day of May, 2000. Notadal Sea ! Betzl A. Morrison, Notary Public Car)isle Boro, Cumbede,:d County L2'_')' ,-,omrn~sslon cxpmres t~ec. 15, 2000 ~ Mernbe[ Pmlll~,kmnla A~t~on of No!aries Settlement Statement U.S. Department of Housing and Urban Development ~ ir OMB Approval No. 2502-0265 B. Type of Loan 1. [] FHA 2. [] FmHA 3. [] Conv. Unins. s. F~e Nurreer 7. Loan Number 8. Mortgage Insurance Case Number 4. [] VA 5. [] Conv. lns. 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 closing; they are shown here for informational purposes and not included in the totals. D. Name and Address of Boltower E. Name and Address of Seller F. Name and AddreSS of Lender TAMMY L. WALBORN AKAESTATEpAuLOFL.PAULNEGLEy,LESTERBy MARcusNEGLEY WAYPOiNT BANK A. MCKN GHT, III, EXECUTOR G. P,op~y L~t~. H. Se, l~.~.t~Je.t IRWIN LAW OFFICE 1000 SOUTH HANOVER STREET I HAROLD S. IRWIN, III CARLISLE PA 17013 P~.c~ of SetUement 64 SOUTH PITT STREET CARL SLE PA 17013 Lot Block: J. Summary of Borrower's Transaction K. Summary of Seller's Transaction t00. Gross Amount Due From Borrower 400. Gross Amount Due To Seller 101. coca-act sales p~ce 103,000.00 102, Pemonal property 103. Settlement charges to borrower (line 1400) 104. 105. Adjustments for Items paid by seller in advance 106. City/town taxes to 107. County taxes to 4,336.99 401. Contract sales pdce 402. Personal property 403, 405. Ad)ustments for Items paid by seller In advance 406. City/town taxes to 407. County taxes to 103,000.00 108. Assessments to 408. Assessments to 109. School Tax 1/8/2004 to 6/30/2004 560.52 409. School Tax 1/8/2004 to6/30/2004 560.52 110. to 410. to 111. to 411. to 112. to 412. to 113. to 413. to 114. to 1414. to 115. to 120. Gross Amount Due F~;om Borrower ¢15, to ~,20. Gross Amount Due To Seller 107,897.51 103,560.52 200. Amounte Paid By Or In Behalf Of Borrower 500. 201. Deposit or samest money 5,000.00 501. 202. Pdncipal amount of new loan(s) 82,400.00 502. 203. Existing loan(s) taken subject to 503. 204. 504. 205. 505, 206. 506. 207, 507. 208. 508. 209. 509. Adjustments for items unpaid b~ seller 210. City/town taxes 1/1/2004 to 1/8/2004 11.04 211. County taxes to 212. Assessments to Reductions ta Amount Due To Seller Excess deposit (see instructions) Settlement charges to seller (line 1400) Existing] loan(s) taken subject to Payoff of first mortga~]e loan Payoff of second mortgage loan Adjustments for Items unpaid by seller 510. City/town taxes 1/1/2004 to 1/8/2004 511, Count7 taxes to 512. Assessments to 7,754.08 11.04 213, to 214. to 215. to 216. to 217, to 218. to 219. to 220. Total Paid By/For Borrower 87,411.04 513. to 514. to 515. to 516. to 517. to 518. to 519. to 520. Total Reduction Amount Due Seller 7,765.12 300. Cash At Seffiement From/To Borrower 600. Cash At Settlement To/From Seller 301. Gross Amount due from borrower (line 120) 107,897.51 601. Gross amount due to seller (line 420) 103,560.5', 302. Less amount paid b)'/for borrower (line 220) ( 87,4 1 1.04 602. Less reductions in amt. due seltar (line 520) ( 7,765.1: 303. Cash [~] From [] To Borrower 20,486.47 603. Cash [] To [] From Seller 95,795.4( SUBSTITUTE FORM 1099 SELLER STATEMENT The information contained in Blocks E, G, H, and I and on line 401 (or, llne 403 and 404) is important tax information and is being furnished to the Internal Revenue Service. If you are required to file a return, a negligence penalty or other sanction will be imposed on you if this item is required to be reported and the IRS determines that it has not been reported. If this real estate is your principal residence, file Form 2119, Sale or Exchange of Principal Residence. for any gain, with your income tax return; for other transactions, complete the applicable parts of Form 4797, Form 6232 and/or Schedule D, Form 1040). You are required to provide the Settlement Agent (named above) with your cor~ct taxpayer identi§cation number. If you do not provide the Settlement Agent with your correct toxpaye~' identification number, you may be subject to civil or criminal penalties imposed by taw. Under penalties nj' be~ury, I certify that the number shown on this statement is my correct taxpayer identification number. (Seller's Signature) N011¥01:111~]30 66' (M UOliOeS '~:Og pue r uogoeS 'SOL seU!l uo Jalue) se§JeqD TuetueiP, es lelOl 'go~t 00'00~ 00'00~ *DNI 'I~IN -V'~E! ~80:I~D~IVH:D ~]~]~ NOIIOVSNV~JI'e~IIX~g '90~ 80'g ~ 'so~ 00'66C 00'02. O0'OC HDno~I08 3-1SI-I~IVO o111!8 JaleM leu!_-I ,~lue.ueM aWOH NOV ol/quedJeM aU:OH ll=IMOTIOH NIAq:N o1 sJ!eda~l Joo~ *~o¢~ '10~11N00 1S3d S1~1=18-11c3 o~ uo!loadsu! ISad 'ZOCL Ol ~e~ns ' LOgl, saBJeq:3 luamal:ReS leUOlllppv '00~ O0'OCO' L 00'0C0' I. O0 S seseala~: 0~' I,J. $ .oe§~on: O0'OCO' L $ ases~on: O0'OCO' L $ ase6uon: Og'gg $ peaa :sdLuels/xm alels '~:0;~1, $ Peaa :sdtuels/xel~lUnOO/~!O '~O~L $ PaeO :saaj§u!pJco~l 'LOLL saDJeqo JaJSuedI pue §u!pJoOe~l )uamuJaAo9 O0'OC gZ'ggO' I, O0'gl. 00'001. III 'NIM~II 'S O-IO~IYH ol sasuedx:l I!e~ lq§!uJeAO 'r~ $ a6eda^oo spau~o '0 L L L 'OO 3ONV'dnSNI B3111 SA:INbIO.LL¥ NN3d o~ $ a§eJa^O~ spapuaq '60 L ~ :sdeqwnu SLum! e^oqe sepnpul) aoue:nsu! all~ '80 L L :sJaqtunu sude$! aAOqe sepnpul) ol saaj S/~euJoRV 'Z0 L L III 'NIMbi 'S O-IO~IVH oi sea~/delON '90 L L ~O!leJedaud luewnooO 'gO ~ L ol ~epu!q aoueJnsu! all!l 'tO L L 01=11V8 N':tAIN m uo~eu!mexeen~l 'gotL 01 q::uees ap,.q Jo 10eatsqv '~:0 L L ol eeJ 6u!sop Jo lua~uel~aS ' LO ~ I, se6Jeq:) elTI/ '001. i. 66'gH~- ~9'88Z gz'g~g qluow ~ed LO'LOS luatm, sn[p¥ 5u!lunOoOV aleba~66¥ '800 L qtuotu Jad $~sqiuotu qluOcU Jed ~Jg'~J6 $~SqlUOW q3uow ~ad $t~sq3uow sluawssasse lenuuv 'g00~ tauow ~ad 90'~ $t~sqluotu ~ ~ s~xm ~JedoJd Aluno3 'tO0!. $~sqluouJ saxel ~t~admd ~1!0 'g001' ~LIOUJ JGcJ $~$LIIUOtU ~Ul~lnSU! a§e6po~ *:~00~, qluom Jed /g'CC S~sqluom CO aoueJnsu! p~eLreH %001. 8 sexel Iooqos Japueq qllM pellsoclea saJuese~j 'O00L (OOd 00't,0~,$) al s:eax :::INO JOJ wn!weJd aoueJnsul ~ezeH 'COb O@'~S J s,~eo t;~ Xep/ gp'CL$~D tzOO~lLl~ o~ ff00~/g/~ wo~l~smmul *~-o~ 1,06 eU!l - soteo u! ~[ep lsel epnlox:l eoue~pv uI Pled aG o/Jepual ~8 PeJlnbe~l smell '00§ O0'Pl. )tN¥8 J. NIOdAVM Ol UO!le::)W1JeO pool=l (DOd O0'OSC$) )tNV8 INIOdAYM ol ea:l UO!leo!lddv 00' L8 NNV~ INIOdA. YM ol ee:l eo!Ajecj xel 00'06~ ),IN¥~ 1NIO,dAVM Ol UO!l. eJedaJcJ lUeUJnooa O0'g L ~ 'NNV8 INIOdAYM Ol ee:l u6flp/vuepun aa-i uo!ld~nssv Ol aed u0!leO!lddv aoueJnsul e6e§po~l aa:l uo~lo~dSUl s,~pUa'l poda~ i!paJo aa~ [es!e~dd¥ % O0'OOt/Eg ~unoos!o u~oq % 00'00~'~9 ae:l uo!leu!6HO ueoq ueo-1 tlllAA UOllOeuuo3 Ul elqeAed suaell 'CLU 'OLu '60u *80u 'gou 'gO~ '00~ 't,0Z luewelllaS le p!ed uo!ss!wcuoo '£OZ ol $ '~0Z 00'0gl.'9 lueuJal~aS spund s,mfleS p!ed luemellleS iV spun_-I spe~oJJo8 'ONI 'I~N - V'd::l o,. O0'OBL'9 $ 'r0z :S~OllOJ se (00Z aU!l) uo!ss!uduJo3 jo = % AA'Q ~ nn'ANN'C'n I. $ ~3!Jd ua paseq UOlSSltUtUOD sdeqoJglSaleS lelol 'OOZ CRMBRIDGE INVESTMENT RESEARCH INC 56 E BURLINGTON AVE FAIRFIELD IA 52556 TEL:(641)472-5100 FAX: (641 )470-1289 A00000000025304CSF126DP PAUL L NEGLEY 1000 S H,~NO\~R STREET CARLISLE PA 17013-4279 YOUR Brokerage Account Account Number: 5CR-088542 Statement Period: 10/01/2003 - 10/31/2003 Valuation at a Glance Beginning Account Value Cash Withdrawals Dividends/Interest Change in Account Value Ending Account Value ]h~ Pm'iod $39,917.60 -110.72 110.78 757.33 $40,674,99 Asset Allocation Ydue L~t I'mod Vdue Paced 1his Pefimi Cash and Cash Equivalents Mutual Funds 110.72 39,806.88 110.78 1% 40,564.2l 99% Account Total $39,917.60 $40,674.99 100% Asset Allocation percentages are rounded to the nearest whole percentage. Poge 1 o{ 4 Clearing Through 'l~,w~'~i~%~,~e A BN¥ Se[uriti,$ Group (0. One Pershing Pi .... Jersey Cily, New Jersey 07399 PAR-O2-ROLL Customer Service Information ~ Your Financial Advisor Is: Identification Number: 97A Por~olio Holdings Operas Clesiag Acaued bceme 30-day Bdmce Bdmce Inmm fids Yea Yidd Cash and Cash Equivalents 1.oo% of Portfolio Cash Balance 110.72 110,78 Total Cash and Cash Equivalents $110.72 $110.78 $0.00 $0.00 IAmkef Broker Estimated Estimeled Price Value Symbol Annual Income Yidl~ Mutual Funds 99.00% of Portfolio 4,733.280 VAN KAMPEN SENIOR LOAN FUND CLASS B Dividend Option: Cash Capital Gains Option: Reinvest 8.5700 40,564.21 XPRTX 1,330.05 3.27% Total Mutual Funds $4.0,5G4,21 $1,330.05 ;Total Portfolio Holdings IAmket Estimated Ydue Annud Income $4,0,674.99 $1,330.05 Page 2 of 4 Account Number: 5CR-088542 PAUL L NEGLEY Clearing Through A BHY SecuTitie~ Group Co. ©ne Pershing Plcsza, Jersey City, New Jersey 07399 Solutiens fTom The lonk d New York Praise LLC n~mber NASD, IrtSE, SlK Irodema~kls) of ~ Iht eslmenls tLC. CAMBRIDGE INVESTMENT RESEARCH INC 56 E BURLINGTON AVE FAIRFIELD IA 52556 TEL:(641)472-5100 FAX:(641)470-1289 Portfolio Holdings (continued) I Disclosures and Other Information Pricing- Securities prices may vary from actual liquidation value. Prices shown should only be used as a general guide to portfolio value. Prices are received from various pricing services. However, pricing services are sometimes unable Io provide timely information. Where pricing sources are not readily available, particularly on certain debt securities, estimated prices may be generated by a matrix system taking various factors into consideration. The pricing of listed options takes into account the last closing price, as well as the current bid and offer prices. Where securities have not been priced, such securities have not been included in the Asset Allocation information at the beginning of this statement. Reinvestment - The dollar amount of Mutual Fund distributions, Money Market Fund income, or dividends or other securities shown on your statement may have been reinvested into additional shares. You will not receive confirmation of these reinvestment transactions. However, information pertaining to these transactions which would otherwise appear on confirmations, including the time of tOUR Brokerage A CCOMIlt Statement Period: 10/0 !/2003 - 10/31/2003 execution and the name of the person from whom your security was purchased, will be furnished to you upon written request to your introducing firm. In dividend reinvestment transactions. Pershing acts as your agent and receives payment for order flow, the source and nature of which payment will be furnished to you upon written request to your introducing firm. Option Disclosure- Information with respect to commissions and other charges incurred in connection with the execution of option transactions has been included in confirmations previously furnished to you. A summary of this information is available to you promptly upon your written request directed to your introducing firm. In order to assist your introducing firm in maintaining current background and financial information concerning your option accounts, please promptly advise them in writing of any material change in your investment objectives or financial situation. Expiring options which are valuable are exercised automatically pursuant to the exercise by exception procedure of the Options Clearing Corporation. Additional information regarding this procedure is available upon written request to your introducing firm. Income Summary Current P~od Yenr-lo-Dde Taxable No,, Tax~e Tax~e No, Tax~e Dividends and Interest Mutual Fund Dividends- Current Year Total Dividends and Interest 110.78 0.00 1,178.76 0.00 $0.00 $1,178.76 $0.00 $11o.78 Transactions in Date Sequence hocess/ Settlement Dote Adi Tl , 10/06/03 CHECK DISBUP~F_MENT 10/28/03 CA, SH DIVIDEND RE£EIVED CHK PD.~ 2501648588 INCOME DISTRIBUTION VAN KAMPEN SENIOR LOAN FUND CLASS B FOR ACCRUAL PERIOD ENDING 10/24/05 Ouantit~ Price Ac~ed Inteest Amount -110.72 110,78 Total Value of all Transadions The price and quantity displayed may have been rounded. SO.Ob Page 3 of 4 Account Number: 5CR-088542 PAUL L NEGLEY Clearing Through ~.~'~'1~'1'* A"HYSt¢urifies6r°uP£o' One Pershing PI .... Jersey City, NewJersey 07399 Sdufioos from The Boflk e f New York ~s~ng [[(, metqher N~P, HYS[, SIP(, Tr~ernorl((s) of hrshiq Inves/meph I. tC PAR-O2-ROLL essages SEE THE BIG PICTURE WITH SELECTLINK(TM)! IF YOU ARE BURDENED WITH KEEPING TRACK OF YOUR FINANCES, THEN SIMPLIFY YOUR APPROACH WITH SELECTLINK. THIS NEW SERVICE ENABLES YOU TO RECEIVE MULTIPLE ACCOUNT STATEMENTS THAT SHARE THE SAME MAILING ADDRESS IN JUST ONE ENVELOPE. THIS SERVICE ALSO OFFERS A COMPREHENSIVE, EASY-TO-READ SUMMARY PAGE FOR YOUR HOUSEHOLD, CONSOLIDATING ASSET POSITIONS AND VALUES FOR YOUR ACCOUNTS. WITH SELECTLINK, YOU CAN LINK ALL OF YOUR ACCOUNTS AND CONSOLIDATE YOUR HOUSEHOLD FINANCES. TO LEARN MORE ABOUT THIS FREE SERVICE, PLEASE CONTACT YOUR INVESTMENT PROFESSIONAL OR FINANCIAL ORGANIZATION. I~age 4 of 4 Account Number: 5CR-088542 PAUL L NEGLEY ClearlngThrough ~"i~,g'* ABNYSecuritles§roupCo. One Pershing PI .... JerseyCi~/, New Jersey07399 $olutio~ from The Bank of flew York re.l~ LiE, mml~ NASD, NYSL SII'C Tr~derno~kis) of rer~g Invr,~menK LtL CITIZENS BANK 525 William Penn Place Suite 153-2510 Pittsburgh, PA 15219 December 3, 2003 IRWIN & MCKNIGHT 60 WEST POMFRET STREET CARLISLE, PA 17013-3222 IRWIN & MclCNIGiq f Estate of PAUL L NEGLEY Date of Death: Oct 23, 2003 SSN: i 74-05-3945 Dear Sir/Madam: In accordance with your request, the attached information sheet has been provided in the above decedent's name as of his/her date of death. For IL or LC accounts, contact our Loan Department at 1-800-708-6680. For all other inquiries, please call 412-867-2366. Sincerely, Carole Gregory Operations Services CITIZENS BANK Account Number 6140874645 Account Title PAUL L NEGLEY Date Opened 12/30/90 Account Type Principal Balance as of DOD Interest from Last Posting to DOD Account Balance as of DOD Time Deposits $10000.00 $8.21 $10008.21 YTD Interestto DOD $105.11 CITIZENS BANK Account Number 6140874637 Account Title PAUL L NEGLEY Date Opened 12/30/90 Account Type Principal Balance as of DOD Interest from Last Posting to DOD Account Balance as of DOD Time Deposits $10000.00 $8.21 $10008.21 YTD Interest to DOD $105.11 CITIZENS BANK Account Number 6140874629 Account Title PAUL L NEGLEY Date Opened 12/30/90 Account Type Principal Balance as of DOD Interest from Last Posting to DOD Time Deposits $15000.00 $12.33 Account Balance as of DOD $15012.33 Y. TD Interest to DOD $157.66 CITIZENS BANK Account Number 6140271797 Account Title PAUL L NEGLEY Date Opened 6/3/98 Account Type Principal Balance as of DOD Interest from Last Posting to DOD Account Balance as of DOD Savings $53469.48 $8.42 ~ $53477.90 YTD Interest to DOD $95.96 CITIZENS BANK Account Number 6200261354 Account Title PAUL L NEGLEY 7/3/02 Date Opened Account Type Principal Balance as of DOD Interest from Last Posting to DOD Account Balance as of DOD Checking $38162.50 $ .00 $38162.50 YTD Interest to DOD $556.24 CITIZENS BANK Account Number 6100731618 Account Title PAUL L NEGLEY 6/6/66 Date Opened Account Type Principal Balance as of DOD Interest from Last Posting to DOD Account Balance as of DOD Checking $16629.33 $ .00 $16629.33 YTD Interest to DOD $139.61 Paul L. Negley Estate d/o/d - October 23, 2003 Appraisal by: Harry E. Donson 243-8943 CARLISLE COIN SHOP 25 Circle Drive Carlisle, PA 17013 _.. 7, 13- m7 · Other FINAL SETTLEMENT Date Sale Location Clerk Cashier PROCEEDS OF SALE: Cash ............................................... Checks ............................................ Other .......................................................................................... LESS Miscellaneous (see attached list) ............................................ SELLER'S SALE EXPENSI~'. Other S~ller's Expenses Advanced by Auctioneer: i'-')~¢..D [' ~' Miscellaneous (see attached list) .............................................. DEDUCT TOTAL SELLER'S SALE EXPENSE ............................... $ TOTAL NET PROCEEDS TO SELLER ............................... $ I, (or we), the seller of goods, merchandise, and/or property sold at public auction on above date and location, acknowledge and accept this settlement of proceeds of sale. I (or we) agree to accept all responsibility for providing merchantable title to all goods, merchandise, and/or property sold, and for delivery of title to the purchaser. (Date) (Seller's Signature) Auctioneer or Cashier's Signature Form No. FS Reorder from: MISSOURI AUCTION SCHOOL Phone 1-800-835-1955 (Seller's Signature) COMMONWEALTH OF PENNSYLVANIA COUNTY OF CUMBERLAND Marcus A. McKnight III being duly ~wnrn according to law, deposes and says that he is the Executor of the Estate of Paul L. Negley [ate of ..................... Carlisle Borough , Cumberland County, Pa., deceased and fhaf the within is an inventory made by ham .., the said Executor of the entire estate of said decedent, consisting of all +he personal property and real estate, except real estate outside the Commonwealth of Pennsylvania, and that the figures opposite each item of the Inventory represent it's fe;r value as of the date of decedenf's death. Sworn a~d subscrlbed before me, I ~?-._m-~ine L Dfawbaugh, Nollryl~bllg I ' I I Dale of Deafh ~'~m~~~ Carlisle, PA 17013 Addre$i October 2003 Day Mon*h Year INSTRUCTIONS I. An inventory must be filed wifhin three months after appolntmen+ of personal representative. 2. A supplement inventory must be filed within thirty 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. O Inventory of the real and personal estate of PAUL L. NECLEY deceased 1000 South Hanover Street, Carlisle Borough Cambridge Investment Research Inc. Citizens Bank - account #6140874645 account #6140874637 account #6140874629 account #6140271797 account #6200261354 · account #6100731618 Miscellaneous paper money/coin c~llection Miscellaneous personal property sold TOTAL: '7 $103,000 40,674 10,008 10,008 15,012 53,477 38,162 16,629 260 14,252 $301,486 00 99 21 21 33 9O 5O 33 52 25 ¸24 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 003474 MCKNIGHT MARCUS A III 60 W POMFRET STREET CARLISLE, PA 17013 ........ fold ESTATE INFORMATION: SSN: 174-05-3945 FILE NUMBER: 2103-0908 DECEDENT NAME: NEGLEY PAUL LESTER DATE OF PAYMENT: 01/23/2004 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 10/23/2003 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $20,997.68 REMARKS: MARCUSA MCKNIGHT SEAL CHECK# 20682 TOTAL AMOUNT PAID: $20,997.68 INITIALS: AC RECEIVED BY: GLENDA FARNER STRASBAUGH DEPUTY REGISTER OF WILLS REGISTER OF WILLS BUREAU OF ZNDZVZDUAL TAXES ZNHERZTAtiCE TAX DZVZSZON DEPT. Z80601 HARRZSBURG,, PA 171P*8-OGD1 COMMONgEALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE ZNHERZTANCE TAX STATEMENT OF ACCOUNT RE¥-i~D? EX AFP (01-0S) MARCUS A MCKNZGHT ESQ IRNIN & MCKNZGHT 60 N POMFRET ST CARLZSLE PA 17015 DATE Oq-O5-200q ESTATE OF NEGLEY DATE OF DEATH 10-25-2005 FZLE NUMBER 21 05-0908 COUNTY CUMBERLAND ACN 101 Amount Remitted PAUL L HAKE CHECK PAYABLE AND REHZT PAYMENT TO: REGTSTER OF WTLLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit to your account, submit the upper portion of this fore with your tax payeent. CUT ALONG THZS L'rNE ~* RETAZN LOt~ER PORT'rON FOR YOUR RECORDS ~ REV-1607 EX AFP (01-03) ##~ ZNHERZTANCE TAX STATEMENT OF ACCOUNT ~ ESTATE OF NEGLEY PAUL L FZLE NO. 21 05-0908 ACN 101 DATE Oq-O5-ZO0~ THZS STATEMENT IS PROVZDED TO ADVZSE OF THE CURRENT STATUS OF THE STATED ACN ZN THE NANED ESTATE. SHO#N BELO# IS A SUMMARY OF THE PRZNCZPAL TAX DUE, APPL/CAT/ON OF ALL PAYMENTS, THE CURRENT BALANCE, AND~ IF APPL/CABLE, A PROJECTED ZNTEREST F/GURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 05-15-Z00~ PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDZTS): 20,997.68 PAYMENT DATE 01-2$-ZOOq 05-18-200~ RECEIPT NUMBER CDOOSq7q REFUND DISCOUNT (+) ZNTEREST/PEN PAZD (-) 1,0q9.88 .00 IF PAID AFTER THZS DATE, SEE REVERSE SZDE FOR CALCULATZON OF ADDZT/ONAL ZNTEREST. ( ZF TOTAL DUE IS LESS THAN $1, NO PAYMENT 1S REQU/RED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), AMOUNT PATD ?o, 1, ~q9.88- ~ TOTAL TAX CREDZT 20,997.68 BALANCE OF TAX DUE .00 ZNTEREST AND PEN. .00 TOTAL DUE .00 YOU MAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR ZNSTRUCTZONS. ) PAYMENT: Detach the top portion of this Notice and submit eith your payment made payable to tha name end address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payabla to: REGISTER OF NILLS~ AGENT, -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMON#EALTH OF PENNSYLVANIA. REFUND [CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance end Estate Tax" (REV-ISIS). Applications ara available at the Office of the Register of Nills, any of the Z3 Revenue District Offices or from the Department's Iq-hour ansaering service for forms ordering: 1-800-362-Z050; services for taxpayers mith special hearing and / or speaking needs: 1-800-qq7-3OZO [TT only). REPLY TO: Questions ragarding errors contained on this notice should be addressed to: PA Department af Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. Z80601, Harrisburg, PA 171Z8-0601, phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calender months after the decedent's death, a five percent (SI) discount of the tax paid is allowad. PENALTY: Tha 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, 1996, tha first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquancy, or nina (9) months and one (1) day from the date of death, to tha date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six E6Z) percent per annum caIculatad at a daily rate of .000164. AIl taxes which became delinquent on and after January 1, 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. Tha applicable intarest rates for 198Z through ZOOq ars: Interest Daily Interest Daily Year Rate Factor Year Rate Factor Year 198Z ZOZ .000548 1988-1991 llZ .000301 ZOO1 1983 16Z .000438 199Z 9Z .OOOZq7 ZOOZ 198~ 112 .OO03Ol 1993-1994 7X .OOOleZ 2003 1985 132 .000356 1995-199D 92 ,O00gq7 gOOfi 1986 IOZ .DOOZ74 1999 72 .O0019Z 1987 92 .000247 ZOO0 8Z .000219 Interest Daily Rate Factor 9Z .O00Zfi7 62 .000164 5X .000137 ~Z .000110 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DALLY 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, additionaZ interest must be calculated. Cumberland County - Register Of Wills One Courthouse Square Carlisle, PA 17013 Phone: (717) 240-6345 Date: 9/15/2005 MCKNIGHT MARCUS A III 60 W POMFRET STREET CARLISLE, PA 17013 RE: Estate of NEGLEY PAUL LESTER File Number: 2003-00908 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. I, 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: 10/23/2005 Your prompt attention to this matter will be appreciated. Thank You. SOFe~el~. .. . ~ ~~,----- zr- GLENDA FARNER STRASBAUGH REGISTER OF WILLS cc: File Personal Representative(s) Judge \-(.,. STATUS REPORT UNDER RULE 6.12 Name of Decedent: PAUL L. NEGLEY Date of Death: OCTOBER 23, 2003 No. 21-03-0908 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: X 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 X No b. The separate Orphans' Court No. (if any) for the personal representative's account is: c. Did the personal representative state an account informally to the parties in interest? X Yes No Date: d. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the/(2//erk of Off]hafts Court and may be attached to this report. J///~//] ~ 06/07/2004 ~ I{/"' 1'1~.~'""5 ~' ~W~ & Mc~ I Marcus A. McKnight, HI, Esquire Name (please type or print) 60 West Pomfret Street Address Carlisle, PA 17013 City, State, Zip (717) 249-2353 Telephone Number Capacity: X Personal Representative Counsel for Personal Representative