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HomeMy WebLinkAbout02-0124 il PETITION FOR PROBATE and GRA T OF LETT] RS £~tate of_ Barbara J. Dodson also known as -r~_ 4a.'7.~o.z~ od. OOd~o~o' No. _. E~1-02-124 TO: ,, - k. / ' - Redlist~i of Wills for th~ - Deceas~ Count~ !of ~umberland~ Social Security No.. 577-32-844Z ' COzm~wealth of Pen~lva~ in the ! The petition of the undersi~n~ respectfully repr~ents that: : i . , Your petitioner(s), who ~s/ar- '* ........ ' ! ' in the last will A,-.,. ..... -.,, yc~s ot age or o,aer nn the e~-~t_ or and codicil(s) dated · ~ ou_~¥ l/: 19 98 - .. ~D_ecendent was domiciled at ddath in. Cumberland i I --~ · - ~ . n. '=~ las~ fami/y or principal r.sid.nce &t ~de. B-i~u.nty' r ,,elJmsylvMlia, with ----- -- .... Mechanic~u~---{A~-i ;655 71 (l/s~ street, flumbe~ and mUndl~lky), , Decendent, then o. " - _ years of a e, di~ -~ ,.~ 'Z c~ i.. Except as follows, decedent did not mn,-v .............. -.-~ .,, w,.s not oJVOrCea and Iflia not have ~ eKild born or atter execution of the will offered for mobate- w ...... '- .... ~. ...... born or adol~t~i incompetent: ~ ..... -., sot me ~urn o! ~s ~om.o~ aaa was n .'va- adjudicated Decendent at d~ath o . . r~---------~ wried property with esurn,,ted values as (!,f domiciled in Pa.) All personal property I 185 0 (If not domiciled in. Pa ~ ........ i , $ b$ , 00.00 (fl not fl,,,-,,i~.oa :~ -,.',~ ~onm property tn PennsylvwliaI , · - Value O~-l:~'~.,~a-~-" F"s'L'J '. rcrsorml property ill County iI ; ~ -- taunted as follows: · . $.~_~~ 2 '' 2605 Rosegarden Blvd. ,, ', WHEREFORE, p~titioner(s) r~pectfully "--" '~~- pi'esemed herewith .nd the grant ot letters teeqs~tm(Se)n?aer~Pr° and ~)dicilCs) th~ron. (~esasmemar~; aclm~lstraoon ca,&.; admiai: ~atioa d.b.n,¢.t.a.) .,~ ~{ Michael H. ~Od~n The petitionerfs) above-nnm, ed swear(s) or affirmfs~ ,},-, ,k .... l-'l_ ...... ~ ~ts) aha mat ~ p~ ~auv~s) of the a~ve d~dent ~tlon~(s) will we~ and truly ad~nismr the estate ~ ........ ~~~yoz / nt:~~ ~~ ~ ..... nua~_ ~2002 J '- t t~ ~ , )i~ petition are rsonal repre.een. :cording to law. 65: 6~J t~-83-1 gO. Es~a~e of No. _ ?]-n?-124 Barbara J. Dodson DECREE OF PROBATE AND GR~ 3425 Simpson Ferry ~oad Camp~Hill, PA --~O~ll __717.~63.1121 U PHONE JCP · TOTAL -- ;i~ed., .F..:g]~R,U.4.R%. 4~ 2002 AND .NOW FEBRUARY 4 . ~200: i · · · the rever~e side h~roof, ~isfactorv -~-,' ..... -- ' I? tn comMm'amon ,f the petition on itl IS Di~CR~I~D that mm i~~,) ~ July 17, 19~ ..... ,' ~0~ ~ ~ ~d ~ of Testamentar ~ and Sherri ~h~by~ [O Michael H. Dodson ]. .......... . , i~n~:( ) $ 30.00 ~:pages .......... ~un~ation ................ $, his is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local Registrar. The original certificate will be forwarded to the State Vital Records Office for permanent ~ling. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 8066166 No. 21-02-124 Local-Registrar TYPE/PRINT PERMANENT GLACK INK ,. Barbara J Dodson 71 y,, ar. 10, 1930 COMMONWEALTH OF PENNSYLVANIA · DEPARTMENT OF HEALTH * VITAL RECORDS CERTIFICATE OF DEATH (Coroner) STATE- FIE E- NUMBER SEX SOCIAL SECURITY NUMBER BIRTHPLACE (Cay Cumberland I Upper Allen [ . '~. Ik. ** 2605 N. Rose_ardeng Blvd. ,,,. Homemaker 1,,I,. Home 2605 Ro~d~ Blvd. N. I~,}~cE ,,. M~nic~g, Pa. 17055 ]~,:,%~'~'~ ,,. ~on R. Weigle ' ~c~el H. ~n WAS DECEDENT 0¢ HISPANIC ORIGIN? ~ Ye, [], ~.. ~.c~ I ED FORCES? ] {Sp6c dy only h,glh6S3 orade c. n pl~eOI MARffAL STATUS - Married INFORMANT'S MAILING ADDRESS (SI,~I C~ /Town State Zip COLts) NAME ANO AD'ESS OF FAC'LITY ~l~ZZi ~'-eral ~ anuary 29, 2002 ,__Closed Head Trauma rml cesullmg m Ihe underlying cause g,ven m PART .... ORMED? ~MAoTi~Ny JyUeaRrT TIME OF INJURY .... R ........ E~RIBE ROW ..... (DC ..... D .. o . e ' I Jan 28,2002 I I Y~, [J moIrg I . To..,,. ........ ~ ....... ,.~.,. g,%.%.,.~ ...... X.,:..%~ ............ ' ...... ) ~ ~ ..... /,/ (Nem27)Typ~orPr}nl Michael L. Norris, Coroner 6375 Basehore Road, Sulte #1 3,. Mechantcsburg, 'Pa. 17050 DATE FiLED(MoP,Ih Day, Ye,,) ,,...,,, 5" /' .2 LAST WILL BARBARA 21-02-124 AND TESTAMENT OF JEANNE DODSON I, BARBARA JEANNE DODSON, of 2605 Rosegarden Boulevard, Mechanicsburg, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my Estate or by any recipient of any property, shall be paid by my Executor out of the property passing under this Will, which is not specifically devised or bequeathed, as an expense and cost of administration of my Estate. My Executor shall have no duty or obligation to obtain reimbursement for any such tax paid by my Executor even though on proceeds of insurance or other property not passing under this Will. ITEM II: I hereby exercise all powers of appointment which I may have at the time of my death in favor of my Executor, and all property subject to all such powers shall be included in my Estate. ITEM III: I hereby give and bequeath to Sherril Ann Almasy, Linda Sue Stemer, John R. Dodson, Michael H. Dodson and Deborah L. Dodson, the widow and sole heir of my son, David G. Dodson, who may survive me at the time of my death, to be divided between or among them in as equal shares as may be possible, as they may mutually agree my entire remaining interest in and to any and all furniture, antiques, clothing, jewelry, pictures, statuary, works of art, silver, plate, ornaments, bric-a-brac, tapestry, household goods, utensils and supplies, books, linen, china, glass, automobiles, horses, boats, plants, implements, and tools that may be in, at or about my home at the time of my death. Should Sherril Ann Almasy, Linda Sue Sterner, John R. Dodson, Michael H. Dodson and Deborah L. Dodson, the widow and sole heir of my son, David G. Dodson, be unable to agree between or among themselves upon such a division of said property, alternate choice of individual items thereof shall be made by them as follows: the first choice shall be made by the oldest of them, the second choice shall be made by my next oldest person, and so on according to age until an equal or nearly equal division and distribution of said property items is completed. In the event that I am not survived at my death by any of the above individuals, then all of the property which they would have taken under this paragraph 3 had they survived me shall pass as part of my residuary estate hereunder. IT~EM IV: I hereby give and bequeath all of the rest, residue and remainder of my property, real, personal and mixed in equal shares to Sherril Ann Almasy, Linda Sue Sterner, John R. Dodson, Michael H. Dodson and Deborah L. Dodson, the widow and sole heir of my son, David G. Dodson, per stirpes and not per capita. 2 ; BJ~ ITEM V: In the settlement of my Estate, my Executor shall possess, among others, the following powers to be executed for the best interest of the beneficiaries and in my Executor's sole discretion: (a) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my Estate, any or all real or personal estate or interest therein, whether owned by me severally or in conjunction with other persons or acquired after my death by my Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this paragraph V(a) or elsewhere in my Will. (b) To pay all costs, taxes, expenses and charges in connection with the administration of my Estate. My Executor shall pay expenses of my last illness and funeral expenses. (c) To distribute my Estate in kind or in money. If any assets are distributed in kind, they shall be distributed at their respective value(s) on the date(s) of their distribution. (d) To retain any investments I may have at my death so long as my Executor may deem it advisable to my Estate. (e) To vary investments, when deemed desirable by my Executor and to invest in such bonds, stocks, notes, money markets, real estate mortgages or other securities or in such other property, real or personal, as she or he shall deem wise, without being restricted to so-called "legal investments." (f) To mortgage real estate and to make leases of real estate. (g) To borrow money from any party to pay indebtedness of mine or of my Estate, expenses of administration or inheritance, legacy, estate and other. (h) To vote any shares of stock which form a part of the Estate and to otherwise execute all the powers incident to the ownership of such stock. (i) In the discretion of my Executor, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of the Estate. (j) To distribute my personal property directly to the Guardian of the person of any minor beneficiaries hereunder. (k) To elect such settlement options as deemed most appropriate by my Executor with respect to any person, profit sharing or other retirement plan in which I am a participant. 4 (1) To do all other acts in judgment of my Executor necessary or desirable for the proper and advantageous management, investment and distribution of my Estate. ITEM VI: Any person who shall have died at the same time as Testatrix or in a common disaster with her, or under such circumstances that it is difficult or impossible to determine who died fn'st, shall be deemed to have predeceased her. ~: I nominate, constitute and appoint Michael H. Dodson and Sherril Ann Almasy to serve as Co-Executors. In the event of the death, resignation, refusal or inability of either Michael H. Dodson and/or Sherril Ann Almasy to serve as my Executor(s), I nominate, constitute and appoint Linda Sue Sterner as the first alternate and John R. Dodson the second alternate as Executor. My Executor or Executrix is specifically relieved from his or her duty or obligation of filing any bond or bonds. IN WITNESS WHEREOF, I have set my hand and seal to this my Last Will and Testament, consisting of this, the next two (2) pages and the preceding four (4) pages this ~ "~ day of July, 1998. B/~/~,~ar~b~ SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, BARBARA JEANNE DODSON, as and for her Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as witnesses in attestation thereof. :~6382 ~ Address Address Address 6 ACKNOWLED(~MENT COMMONWEALTH OF PENNSYLVANIA · COUNTY OF · SS. I, BARBARA JEANNE DODSON, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the purposes therein expressed. Sworn to or affirmed and acknowledged before me by the Testatrix, this '1 ~'~ day of July, 1998. Barbara Jeanne ~l~od'sbn My Commission Expires: :86382 (SEAL) NOTARIAL SEAL ANTHONY j. FOSCHI, Notary Public Camp Hill Boro., Cumberland Coun My Commission Expires August 11, 20~01 AFFIDAVIT COMMONWEALTH OF PENNSYLVANIA · COUNTY OF · SS. the witnesses whose names are signed to the attached or foregoing instalment, being duly qual~led according to law, do depose and say that we were present and saw the T~tatrix sign and execute the instrument as her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness, in the hearing and sight of the Testatrix, signed the Will as a witness; and that to the best of our knowledge, the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or affirmed and subscribed to before me by ~, ~ ~ , witnesses, this 1 =/'~ day of July, 1998. · Witness My Commission Expires: (SEAL) :86382 NO ^m^LSE^L' ' ' ' ANTHONY j. FOSCHI Notaq/Public Camp Hill Boro., Cumberland County [M_~y Commission Expires August 11, 2001 6G 6 TM [, t7-13~_~ gO. ~l~-~q- ~ BUREAU OF TNDTVIDUAL TAXES INHERITANCE TAX DTV[STON DEPT. Z80601 HARRTSBURG, PA 17128-0601 MICHAEL H DODSON 3681 RIVERLAND RD FT LAUDERDALE FL 3331Z CONNONWEALTH OF PENNSYLVANIA DEPARTNENT OF REVENUE NOTICE OF INHERITANCE TAX APPRATSEHENT. ALLO#AHCE OR DTSALLO#ANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOI'NTL¥ HELD OR TRUST ASSETS DATE 02-17-2003 ESTATE OF DODSON DATE OF DEATH 01-Z8-ZOOZ FILE NUMBER COUNTY SSN/DC ACN ~/- ~. _ /~ CUMBERLAND 577-3Z-8qq2 02113360 Amoun'l: Remi t:'k~d RE¥-i~8 EX AFP (01-03) BARBARA J MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE RETAIN LOWER PORTION FOR YOUR RECORDS REV-1548 EX AFP (01-03) NOTICE OF INHERITANCE TAX APPRAISENENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSNENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-17-Z003 ESTATE OF DODSON BARBARA J DATE OF DEATH 01-28-2002 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 577-3Z-8qqZ TAX RETURN WAS: CX) ACCEPTED AS FILED ( ) CHANGED ACN 02113360 JOINT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. TYPE OF ACCOUNT: DATE ESTABLISHED 16171q-00 (~ SAVINGS C ) CHECKING ( ) TRUST ( ) TIME CERTIFICATE 09-03-1996 6,837.15 Account Balance 0.500 Percent Taxable X 3,q18.58 Amount Subject to Tax .00 Debts and Deductions 3,q18.58 Taxable Amount .q5 Tax Rate X 153.8q Tax Due NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR MONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." TAX CREDITS: PAYMENT DATE :NTEREST IS RECEIPT NUMBER DISCOUNT (+) I INTEREST/PEN PAID (-) :HARGED THROUGH 02-25-2003 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM AMOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE IF pATD AFTER THTS DATE, SEE REVERSE FOR CALCULATTON OF ADDTTIONAL INTEREST. ~ TF TOTAL DUE IS LESS THAN $1, NO pAYMENT TS REQU'rRED. TF TOTAL DUE TS REFLECTED AS A "CRED'rT'' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE STDE OF THTS FORM FOR ZNSTRUCTTONS. ) .00 153.8fi 2.79 156.63 PURPOSE OF NOTICE= PAYMENT: REFUND OBJECTIONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: To fulfill the requirements of Section Z140 of the Inheritance and Estate Tax Act, Act 13 of ZOO0. (71 P.S. Section 9140). Detach the top portion of this Notice and submit with your payment to the Register of mills Printed on the reverse side. -- Make check or money order Poyablo to: RECISTER OF NILLS, AGENT. A refund of a tax credit, which ams not requested on the tax return, may be requested by completing an "Application far Refund of Pennsylvania Inheritance end Estate Tax" (REV-1313). Applications are available at the Office of the Register of Hills, any of the 25 Revenue District Offices or by calling the special 24-hour answering service for forms ordering: 1-800-361-Z0509 services for taxpayers with special hearing and or speaking needs: 1-800-447-3010 (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 may ob~ect mithin sixty (60) days of receipt of this Notice by: --written protest to the PA Department of Revenue, Board of Appeals, Dept. ZOlDZZ, Harrisburg, PA 17128-1011, OR --electing to have the matter determined at the audit of the account of the personal representative, OR --appeal to the Orphans' Court Factual errors discovered on this assessment should be addressed in writing to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, DEPT. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page S of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent discount of the tax paid is allowed. The 1SZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, end 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 tiaa period as you mould appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (61) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on or after January 1, 19BZ mill 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 ZOO3 are: Interest Daily Interest Daily Interest Daily Yea.~_r Rate Factor Yea._._r Rate Factor Yae~ Rata Factor 1981 ZOZ .000S48 1987 9Z .00024? 1999 ?Z .000191 1983 161 .000458 1988-1991 llZ .000301 2000 81 .000Z19 1984 111 .000301 1991 91 .000147 Z001 91 .000147 1985 131 .000356 1993-1994 7Z .000191 Z002 61 .000164 1986 101 .000274 1995-1998 91 .0D0147 2003 51 .000137 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPATD X NUMBER OF DAYS DELTNQUENT X DAILY TNTEREST 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 sheen on the Notice, additional interest must be calculated. BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. IR0601 HARRISBURG, PA 17128-0601 MICHAEL H DODSON 5681RIVERLAND RD FT LAUDERDALE FL 33312 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOTICE OF ZNHER/TANCE TAX APPRATSEHENT, ALLORANCE OR DISALLOWANCE OF DEDUCTTONS, AND ASSESSMENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-17-2003 ESTATE OF DODSON DATE OF DEATH 01-28-2002 FILE NUMBER . . COUNTY CUMBERLAND ~ SSN/DC 577-32-8qq2 ACN 02113359 Amoun~ Rlm/'~ ~:ed REV-ISq8 EX &FP BARBARA J MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ REV-15q8 EX AFP (01-03) RETAIN LOWER PORTION FOR YOUR RECORDS NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS, AND ASSESSHENT OF TAX ON JOINTLY HELD OR TRUST ASSETS DATE 02-17-2003 ESTATE OF DODSON BARBARA J DATE OF DEATH 01-28-2002 COUNTY CUMBERLAND FILE NO. S.S/D.C. NO. 577-32-8qqz ACN 02113359 TAX RETURN WAS: eX) ACCEPTED AS FILED ( ) CHANGED JOZNT OR TRUST ASSET INFORMATION FINANCIAL INSTITUTION: MEMBERS ZST FCU ACCOUNT NO. 16171q-ll TYPE OF ACCOUNT: ( ) SAVINGS (~ CHECKING C ) TRUST ( ) TIME CERTIFICATE DATE ESTABLISHED 09-03-1996 Account Balance 2,87q.19 Percent Taxable X 0.500 Amount Subject to Tax 1,q37.10 Debts and Deduct/ons - .00 Taxable Amount 1,q$7.10 Tax Rate Tax Due 6q.67 NOTE: TAX CRED'rTS: PAYMENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AMOUNT PAID TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBMIT THE UPPER PORTION OF THIS NOTICE WITH YOUR TAX PAYMENT TO THE REGISTER OF WILLS AT THE ABOVE ADDRESS. MAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF WILLS, AGENT." INTEREST IS CHARGED THROUGH 02-25-Z003 TOTAL TAX CREDIT AT THE RATES APPLICABLE AS OUTLINED ON THE BALANCE OF TAX DUE REVERSE SIDE OF THIS FORM INTEREST AND PEN. TOTAL DUE ~ TF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ~ ( IF TOTAL DUE IS LESS THAN $1, NO PAYMENT ZS REt~UZRED. 'rF TOTAL DUE TS REFLECTED AS A "CREDIT" (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR TNSTRUCTZONS. ) .00 64.67 1.17 65.8q PURPOSE OF NOTICE: To fulfill the requirements of Section Il40 of the Inheritance and Estate Tax Act, Act Z3 of ZOO0. (7Z P.S. Section 9140). PAYHENT: Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. -- Hake check ar money order payable to: REGISTER OF HILLS, AGENT. 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 and Estate Tax" (RE¥-l~13). Applications are available at the Office of the Register of Hills) any of the Z3 Revenue District Offices or by calling the special Z4-hour answering service for forms ordering: 1-800-36Z-Z050; services for taxpayers aith special hearing and or speaking needs: 1-800-447-50Z0 (TT only). OBJECTIONS: Any party in interest not satisfied with the appraisement) allowance, ar disallowance of deductions ar assessment of tax (including discount or interest) as shown on this Notice may object within sixty (80) days of receipt of this Notice by: OR --aritten protest to the PA Department of Revenue) Board of Appeals) Dept. ZBIOZ1) Harrisburg) PA 171ZB-lOZ1) --electing to have the matter determined at the audit of the account of the personal representative) OR --appeal to the Orphans' Court ADMIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Factual errors discovered an this assessment should be addressed in writing to: PA Department of Revenue) Bureau of Individual Taxes) ATTN: Post Assessment Review Unit, DEPT. Z80601) Harrisburg, PA 17liB-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Oecedent" (REV-1501) for an explanation of administratively correctable errors. If any tax due is paid within three (3) calendar months after the decedent's death, a five percent discount of the tax paid is allowed. The ISZ tax amnesty non-participation penalty is computed on the total of the tax and interest assessed) and not paid before January lB, 1996) the first day after the end of the tax amnesty period. This non-participation penalty is appealable in the same manner and in the the same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency) or nine (9) months and one (l) day from the date of death) to the date of payment. Taxes which became delinquent before January l, 198Z bear interest at the rate of six (BX) percent per annum calculated at a daily rate of .000164. AIl taxes which became delinquent on or after January 1) 1982 will bear interest at a rate which will vary free calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through ZOO3 are: Interest Daily Interest Daily Year Rate Factor Yeast Rate Factor Ysa.~r 19BZ ZOZ .000548 1987 9Z .000247 1999 1983 16Z .000438 1988-1991 llZ .000301 ZOO0 1984 llZ .000301 199Z 9Z .OOOZ47 ZOO1 1985 X~Z .000556 1993-1994 7Z .O0019Z ZOOZ 1986 lOZ .000Z74 1995-1998 9Z .000Z47 ZOO3 --Intmrest is calculated as follows: Interest Daily Rate Factor 7Z .O0019Z 8Z .O00Z19 9Z .000Z47 6Z .000164 5Z .000157 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) additional interest must be calculated. lEGAL A NSEL WRITER'S DIRECT DIAL NUMBER: 717.909.1657 WRITER'S E-MAIL: Foschi@shumakerwilliams.com February 26, 2002 Mary C. Lewis Register of Wills, County of Cumberland CUMBERLAND COUNTY COURTHOUSE One Courthouse Square Carlisle, PA 17013-3387 Re: Estate of Barbara Jeanne Dodson SSN# 577-32-8442 Dear Ms. Lewis: Enclosed for filing is the Certification of Notice under Rule 5.6(a) in the above- referenced estate. Also enclosed are copies of the Notices of Estate Administration. Please call with any questions. Thank you. Respectfully~/ By Anthony O. Foschi AJ F/jif: 140153 Enclosures Cc: Michael H. Dodson Sherril A. Almasy CORRESPONDENCE: RO. BOX 88 HARRISBURG, PA 17108 PHONE: 7t7.763.1121 FAX: 717.763.7419 STATE COLLEGE, PA 814.234.3211 TOWSON, MD 410.825.5223 READING, PA 610.929.5808 mail@sh umaKerwilliams.com REGISTER OF WILLS OF CUMBERLAND COUNTY, PENNSYLVANIA CERTIFICATION OF NOTICE UNDER RULE 5.6(a) Name of Decedent: Barbara Jean Dodson Date of Death: January 28, 2002 SSN: 577-32-8442 PA File No.' 21-02-0124 To the Register of Wills of Cumberland County, Pennsylvania: I certify that Notice of Estate Administration required by Rule 5.6(a) of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate on February 26, 2002. Name Address Michael H. Dodson 3681 Riverland Road Ft. Lauderdale, FL 33312 Sherril A. Almasy 129 Crafton Avenue Pitman, NJ 08071 Linda S. Wojciechowski 7484 Catalpa Drive Macungie, PA 18062 Deborah L. Dodson 6 Tall Oak Drive Mechanicsburg, PA 17050 John R. Dodson 2700 Mary Street, Apt. 77 Slidell, LA 70458 Betty Kreuzberg Graham Weigel Stephen Weigle 8919 Reisterstown Road~ Pikesville, MD 21208 7920 Harvest Drive Suffolk, VA 23437 9O6 In Mead Road _0% ~: :.:. Silver Springs, MD 20906~ ::' --, Notice has now been given to all persons entitled thereto under Rule 5.6(a) except: none. Date: February 26, 2002 rft,h~F~~ A oschi, Esquire SHUMAKER WILLIAMS, P.C. P.O. Box 88 Harrisburg, PA 17108 (717) 763-1121 Capacity: X Personal Representative Counsel for Personal Representative · 140152 IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the Decedent's Will. If the Decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re: Estate of Barbara Jeanne Dodson deceased No. 2002-00124 PA No. 21-02-0124 TO: Michael H. Dodson 3681 Riverland Road Ft. Lauderdale, FL 33312 954.971.6791 Please take notice of the death of Decedent and the grant of Letters Testamentary to the personal representative(s) named below. The Decedent, Barbara Jeanne Dodson, died on the 28th day of January, 2002, at 2605 Rosegarden Boulevard, Mechanicsburg, PA 17055, Upper Allen Township, Cumberland County, Pennsylvania. x The Decedent died testate (with a Will); or The Decedent died intestate (without a Will). The personal representative of the Decedent are: Michael H. Dodson 3681 Riverland Road Ft. Lauderdale, FL 33312 Sherril A. Almasy 129 Crafton Avenue Pitman, NJ 08071 IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the Decedent's Will. If the Decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re: Estate of Barbara Jeanne Dodson deceased No. 2002-00124 PA No. 21-02-0124 TO: Sherril A. Almasy 129 Crafton Avenue Pitman, NJ 08071 856.582.7314 Please take notice of the death of Decedent and the grant of Letters Testamentary to the personal representative(s) named below. The Decedent, Barbara Jeanne Dodson, died on the 28th day of January, 2002, at 2605 Rosegarden Boulevard, Mechanicsburg, PA 17055, Upper Allen Township, Cumberland County, Pennsylvania. x The Decedent died testate (with a Will); or The Decedent died intestate (without a Will). The personal representative of the Decedent are: Michael H. Dodson Sherril A. Almasy 3681 Riverland Road 129 Crafton Avenue Ft. Lauderdale, FL 33312 Pitman, NJ 08071 If the Decedent died testate, the Will has been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania 17013; (717) 240-6100. A copy of the Will or Petition may be obtained by/~ontacting the Register of Wills and paying the charges for duplication. Date: ~_ _~.C,-o ~ Anthony J. Foschi, Esquire SHUMAKER WILLIAMS, P.C. P.O. Box 88 Harrisburg, PA 17108 (717) 763-1121 Capacity: Personal Representative Counsel for Personal Representative :140145 IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the Decedent's Will. If the Decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re: Estate of Barbara Jeanne Dodson deceased No. 2002-00124 PA No. 21-02-0124 TO: Linda S. Wojciechowski 7484 Catalpa Drive Macungie, PA 18062 610.395.2997 Please take notice of the death of Decedent and the grant of Letters Testamentary to the personal representative(s) named below. The Decedent, Barbara Jeanne Dodson, died on the 28th day of January, 2002, at 2605 Rosegarden Boulevard, Mechanicsburg, PA 17055, Upper.AIl~n Township, m Cumberland County, Pennsylvania. _~ ~;~ c5 ~ ~. x The Decedent died testate (with a Will); or The Decedent died intestate (without a Will). The personal representative of the Decedent are: Michael H. Dodson 3681 Riverland Road Ft. Lauderdale, FL 33312 Sherril A. Almasy 129 Crafton Avenue Pitman, NJ 08071 If the Decedent died testate, the Will has been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania 17013; (717) 240-6100. A copy of the Will or Petition may be obtained by co,,p/tacting the Register of Wills and paying the charges for duplication. ~J Date: Anthony J. F-b'~chi, Esquire SHUMAKER WILLIAMS, P.C. P.O. Box 88 Harrisburg, PA 17108 (717) 763-1121 Capacity: X Personal Representative Counsel for Personal Representative :140146 IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the Decedent's Will. If the Decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re: Estate of Barbara Jeanne Dodson deceased No. 2002-00124 PA No. 21-02-0124 TO: Deborah L. Dodson 6 Tall Oak Drive Mechanicsburg, PA 17050 717.697.5396 Please take notice of the death of Decedent and the grant of Letters Testamentary to the personal representative(s) named below. The Decedent, Barbara Jeanne Dodson, died on the 28th day of January, 2002, at 2605 Rosegarden Boulevard, Mechanicsburg, PA 17055, Upper Allen Township, Cumberland County, Pennsylvania. x The Decedent died testate (with a Will); or The Decedent died intestate (without a Will). The personal representative of the Decedent are: Michael H. Dodson 3681 Riverland Road Ft. Lauderdale, FL 33312 Sherril A. Almasy 129 Crafton Avenu~ Pitman, NJ 08071 If the Decedent died testate, the Will has been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania 17013; (717) 240-6100. A copy of the Will or Petition may be obtained by contacting the Register of Wills and paying the charges for duplication. .~ Date: ~-~ ~o~,~ Antl16'ny J. Foschi, Esquire SHUMAKER WILLIAMS, P.C. P.O. Box 88 Harrisburg, PA 17108 (717) 763-1121 Capacity: Personal Representative Counsel for Personal Representative :140147 IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the Decedent's Will. If the Decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re: Estate of Barbara Jeanne Dodson deceased No. 2002-00124 PA No. 21-02-0124 TO: John R. Dodson 2700 Mary Street, Apt. 77 Slidell, LA 70458 985.781.4543 Please take notice of the death of Decedent and the grant of Letters Testamentary to the personal representative(s) named below. The Decedent, Barbara Jeanne Dodson, died on the 28th day of January, 2002, at 2605 Rosegarden Boulevard, Mechanicsburg, PA 17055, Upper Allen Township, Cumberland County, Pennsylvania. x The Decedent died testate (with a Will); or The Decedent died intestate (without a Will). The personal representative of the Decedent are: Michael H. Dodson 3681 Riverland Road Ft. Lauderdale, FL 33312 Sherril A. Almasy 129 Crafton Avenu~ Pitman, NJ 08071 If the Decedent died testate, the Will has been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania 17013; (717) 240-6100. A copy of the Will or Petition may be obta~~Register of Wills and paying the charges for duplication. Date: Anthony J. Foschi, Esquire SHUMAKER WILLIAMS, P.C. P.O. Box 88 Harrisburg, PA 17108 (717) 763-1121 Capacity: X Personal Representative Counsel for Personal Representative '140148 IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the Decedent's Will. If the Decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re: Estate of Barbara Jeanne Dodson deceased No. 2002-00124 PA No. 21-02-0124 TO: Betty Kreuzberg 8919 Reisterstown Road Pikesville, MD 21208 Please take notice of the death of Decedent and the grant of Letters Testamentary to the personal representative(s) named below. The Decedent, Barbara Jeanne Dodson, died on the 28th day of January, 2002, at 2605 Rosegarden Boulevard, Mechanicsburg, PA 17055, Upper Allen Township, Cumberland County, Pennsylvania. x The Decedent died testate (with a Will); or The Decedent died intestate (without a Will). The personal representative of the Decedent are: Michael H. Dodson 3681 Riverland Road Ft. Lauderdale, FL 33312 Sherril A. Almasy 129 Craffon Avenue, Pitman, NJ 08071 : IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the Decedent's Will. If the Decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re: Estate of Barbara Jeanne Dodson deceased No. 2002-00124 PA No. 21-02-0124 TO: Graham Weigle 7920 Harvest Drive Suffolk, VA 23437 Please take notice of the death of Decedent and the grant of Letters Testamentary to the personal representative(s) named below. The Decedent, Barbara Jeanne Dodson, died on the 28th day of January, 2002, at 2605 Rosegarden Boulevard, Mechanicsburg, PA 17055, Upper Allen Township, Cumberland County, Pennsylvania. x The Decedent died testate (with a Will); or The Decedent died intestate (without a Will). The personal representative of the Decedent are: Michael H. Dodson 3681 Riverland Road Ft. Lauderdale, FL 33312 Sherril A. Almasy ~ 129 Crafton AvenL~ Pitman, NJ 080711' IMPORTANT NOTICE NOTICE OF ESTATE ADMINISTRATION THIS NOTICE DOES NOT MEAN THAT YOU WILL RECEIVE ANY MONEY OR PROPERTY FROM THIS ESTATE OR OTHERWISE. Whether you will receive any money or property will be determined wholly or partly by the Decedent's Will. If the Decedent died without a Will, whether you will receive any money or property will be determined by the intestacy laws of Pennsylvania. BEFORE THE REGISTER OF WILLS, COUNTY OF CUMBERLAND, PENNSYLVANIA In re: Estate of Barbara Jeanne Dodson deceased No. 2002-00124 PA No. 21-02-0124 TO: Stephen Weigle 1906 Long Mead Road Silver Springs, MD 20906 Please take notice of the death of Decedent and the grant of Letters Testamentary to the personal representative(s) named below. The Decedent, Barbara Jeanne Dodson, died on the 28th day of January, 2002, at 2605 Rosegarden Boulevard, Mechanicsburg, PA 17055, Upper Allen Township, Cumberland County, Pennsylvania. x The Decedent died testate (with a Will); or The Decedent died intestate (without a Will). The personal representative of the Decedent are: Michael H. Dodson Sherril A. Almasy 3681 Riverland Road 129 Crafton Avenue Ft. Lauderdale, FL 33312 Pitman, NJ 08071 If the Decedent died testate, the Will has been filed with the Office of the Register of Wills of Cumberland County, Cumberland County Courthouse, One Courthouse Square, Carlisle, Pennsylvania 17013; (717) 240-6100. Petition may be obtained by conJa~ing the Register A copy of the Will or duplication. ~ of Wills and paying the charges for ntho~y J. F~sc~, Esquire SHUMAKER WILLIAMS, P.C. P.O. Box 88 Harrisburg, PA 17108 (717) 763-1121 Capacity: X Personal Representative Counsel for Personal Representative :140151 SHUMAKER WILLIAMS . . LEGAL AND BUSINESS coUNsEL WRITER'S DIRECT DIAL NUMBER: 717.909.1657 WRITER'S E-MAIL: Foschi@shumakerwilliams.com April22,2002 CUMBERLAND COUNTY COURTHOUSE REGISTRAR OF WILLS 1 Courthouse Square Carlisle, PA 17013 Re: via Hand Carry Estate of Barbara J. Dodson a/k/a Barbara W. Dodson SS# 577-32-8442 No: 2002-00124 PA No: 21-02-0124 DOD: January 28, 2002 Our File No. 562-02 Dear Ladies & Gentlemen: Enclosed is a revised check made payable to the PA Department of Revenue, check//130, in the amount of $9,233.65. The check represents the estimated Inheritance Tax due on the above entailed estate after taking the appropriate discount. Please process the same and forward a receipt to the undersigned in the enclosed self-addressed, stamped envelope. Thank you. Respectfully, AJF~If:142127 Enclosure Cc; SHUMAKER WILLIAMS, P.C. Michael H. Dodson Sherril A. Almasy (Hi, we are enclosing check #127 voided for your records.) CORRESPONDENCE: V,// P.O. BOX 88 HARRISBURG, PA 17108 PHONE: 717.763.1121 FAX: 717.763.7419 STATE COLLEGE, PA 814.234.3211 TOWSON, MD 410.825.5223 READING, PA 610.929.5808 mail@shumakerwilliams.com 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. CD REV-1162 EX(11-96) OO1O98 SHUMAKER & WILLIAMS P O BOX 88 HARRISBURG, PA 17108 ........ fold ESTATE INFORMATION: SSN: 577-32-8442 FILE NUMBER: 2102-01 24 DECEDENT NAME: DODSON BARBARA JEANNE DATE OF PAYMENT: 04/22/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/28/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $9,233.65 REMARKS: TOTAL AMOUNT PAID: SHERRIL ANN ALMASY C/O SHUMAKER & WILLIAMS $9,233.65 SEAL CHECK//130 INITIALS: SK RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS Register of Wills of C B .RLA D 'Pennsylvania Estate of_ Barbara Jeanne Dodson also known as_ Barbara W. Dodson INVENTORY , Deceased No. 2002-00124 Date of Death January 28~ 2002 Social Security No. 577-32-8442 Personal Representative(S) of the above Estate, deceased, verify that the items appearing in the following inventory include all of the personal assets wherever situete 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 es of the date of the Decedent's death, end that Decedent owned no'real estate outside of the Commonwealth of Pennsylvania except that which appears in a memorandum at the end of this inventory. I/VVe verify that the statements .t:nade in this Inventory are true and correct. I/We understand that false statements herein are made subject to the penalties/Of 18 Pa. C.S. Section 4904 relating to unsworn falsification to authorities. Name of Attorney: I.D.'No.:' Address: Anthony J. Foschi 55895 P 0 Box 88 Harrisburg, PA 171p8 Personal Representative: Hichael H. Dodson .Sherril A. Almasy Dated 7/30/02 Telephone:_ 7:17. 763 · 1121 -- ~escription House - 2605 R0segarden ,Blvd., Mechanicsburg, PA Car - 2000 Honda Accord Checking Account - Natiunwide Checking Account - MemSers lst" Savings Account - Members 1st Annuity - Nationwide Household Property 17055 Value 1 ,ooo.oo 17,000.00 ~2,157.37 '~ 1,437.10 ~,4i8.58 86,629.27 -i!,870.00 ORIGINAL Total: $ 25,883.05 (Attach Additional Sheets if necessary) NOTE: The Memorandum ot real estate outside the Commonwealth of Pennsylvania may. at the election ot the personal representative, include the value o! each item, but such figures should not be extended into the total of the Inventory. COMMONWEALTH OF PENNSYLVANIA ' :SS COUNTY OF CUMBERLAND ' Michael H. Dodson and Sherril A. Almasy, being duly appointed co-Executor/Executrix according to law, deposes and says that they Micharl H. Dodson and Sherril A. Almasy, co- Executor/Executrix of the Estate of Barbara J. Dodson, late of Mechanicsburg, Upper Allen Township, Cumberland County, Pennsylvania deceased and that the within is an inventory made by Michael H. Dodson and Sherril A. Almasy, the said co-Executor/Executrix of the entire estate of said decedent, consisting of all the 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 fair value as of the date of decedent's death. Swom to and subscribed befor~e this 3ot_~h_ day of Notary Signature: I Iq'OTARIAL SEAL I ANTHONY J. FOSCHI, Notary Public ~ Lower Alien Twp., Cumberland County ~ My Commission Expires August 11, 2005 Sherril A. Almasy, co-Executr~ '. Address Michael H. Dodson, co-Executor Address Date of Death 28 January 2002 Day Month Year (D © ~ o I-- Z LIJ CI LU C~ I- Z w CI Z 0 0 , COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) DODSON..~ BARBARA J. DATE OF DEATH {MM-DD-Year) DATE OF BIRT"-'---'--'-~ (MM-DD-Year) 01/28/2002 03/10/1930 (IF APPLICABLE) SURVIVING SPOUSE'S NAME (LAST, FIRST, AND MIDDLE INITIAL) REV-1500 INHERITANCE TAX RETURN [~'Jl. Original Return J"-~ 4, Limited Estate ~'J6. Decedent Died Testate (^~ch copyof Will) [~]9. Litigation Proceeds Received '--J 2, Supplemental Return "--] 4a. Future Interest Compromise (date of deaffi after 12-12-82} r-17. Decedent Maintained a Living Trust (A~ach copy orTru~) r'"'J 10' Sp°usal Poverty Credit elate of dem between 12.31.gl and 1.1.95) THIS SECTION MUST BE cOMPLE~ CORRESPONDENCE Ah NAME ANTHONY J. FOSCHI FIRM NAME (If Applicable) SHUMAKERWILLIAMS~ P.C. TELEPHONENUMBER 717-763-1121 OFFICIAL USE ONLY FILENUMBER SOCIALSECURITYNUMBER 5 7 7-3 2--8 4 4 2 THIS RETURN MUST BEFILEDINDIJPL~ATE WffHTHE REGISTER OF WILLS SOClALSECURITYNUMBER ["-~ 3. RemainderRetum (daleofdeathpriort~12.13.82) F'-I 5, Federal Estate Tax Return Required __ 8. Total Number of Safe Deposit Boxes [--J 11. Election to tax under Sec. 9113(A) (^~tach sch o) CONFIDENTIAL TAX INFORMATION SHOULD BE DIRECTED TO: - COMPLETE MAILING ADDRESS PO BOX 88 Z 1, Real Estate (Schedule A) (1) 2, Stocks and Bonds (Schedule B) (2)., 3. Closely Held Corporation, Partnership or Sole-Proprietorship (3) _ 4. Mortgages & Notes Receivable (Schedule D) (4). 5. Cash. Bank Deposits & Miscellaneous Personal Property (Schedule E) (5) 6. Jointly Owned Property (Schedule F) (6) r~ Separate Billing Requested 7. Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) 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. 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) SEE INSTRUCTIONS ON REVERSE SIDE FOR APPLICABLE RATES 1367000.00 4,855.6_~ 86~629.67 OFFICIAL USE ONLY (8) 22,894.40 14,000.3~ ¢1) (12) (13)., 248,512.77_ 36~894.7~ 211~617.97 (14) 211 617.97 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1,2) X ~ 16. Amount of Line 14 taxable at lineal rate 157,752.81 x .04.._~5 17. Amount of Line 14 taxable at sibling rate X .12 18. Amount of Line 14 taxable at collateral rate X .15 19. Tax Due 20.'~ _' e... ,- - ~, ' ' I e , e -,, ORI$1 AL 7~098.88 >> BE SURE TO ANS'-~-ER ALL QUESTIONS ~-N REVERSE SIDE AND RECHECK MATH 7 098.88 D~D_.~eden.~.s Complete Address: 2605 North Rose~larden BoulevardI STR~{~T ADD~ESS ] Mechanicsburg STATE PA I ZIP 17055 Tax Payments and Credits: 1. Tax Due (Page 1 Line 19) 2. Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount 9.233.65 interest/Penalty if applicable D. Interest E. Penalty (1) Total Credits ( A + B + C ) (2) Total Interest/Penalty ( D + E ) (3) If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page I Line 20 to request a refund (4) If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) A. Enter the interest on the tax due. (5A) B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) Make Check Payable to: REGISTER OF WILLS, AGENT PLEASE ANSWER THE FOLLOWING QUESTIONS BY PLACING AN "X" IN THE APPROPRIATE BLOCKS 1. Did decedent make a transfer and: Yes No a. retain the use or income of the property transferred; ........................................................................... [] [] b. retain the right to designate who shall use the property transferred or its income; ........................................ [] [] c.. retain a reversionary interest; or ...................................................................................................... [] [] d. receive the promise for life of either payments, benefits or care? ............................................................. [] [] 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration?. .............................................................................................. [] [] 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? ................. [] [] 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ....................................................................................................... [] [] 7~098.88 9,233.65 2,134.77 0.00 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 periury, I d~lare 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 lhe personal representa(ive is based on all reformation of which preparer has any knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING I~ETURN ADDRESS 129 Crafton Avenue, Pitman, NJ 08'a~71 3681 Riverland Road~ Ft. Lauderdale~ FL 33312 SIGNATURE OF PREPARER OTHER THAN REPRESENTATIVE DATE ADDRESS Anthony J. Foschi, Esquire, Shumaker Williams, P.C. P O Box 88, Harrisburg PA 17108 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)]. 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 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 ~',~PART~OF~VENUE BUREAU OFINDIVIDUAL TAXES DEPT, 280601 HARRISBURG, PA 17128-0601 :~ECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001098 ........ fold SHUMAKER & WILLIAMS P O BOX 88 HARRISBURG, PA 17108 ESTATE INFORMATION: SSN: 577-32-8442 FILE NUMBER: 2102-01 24 DECEDENT NAME: DODSON BARBARA JEANNE DATE OF PAYMENT: 04/22/2002 POSTMARK DATE: 00/00/0000 COUNTY: CUMBERLAND DATE OF DEATH: 01/28/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $9,233.65 REMARKS: TOTAL AMOUNT PAID: SHERRIL ANN ALMASY C/O SHUMAKER & WILLIAMS $9,233.65 SEAL CHECK//130 INITIALS: SK RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS TAXPAYER LAST WILL AND TESTAMENT BARBARA JEANNE DODSON I, BARBARA JEANNE DODSON, of 2605 Rosegarden Boulevard, MechanicSburg, Cumberland County, Pennsylvania, being of sound and disposing mind and memory, do make, publish and declare this to be my Last Will and Testament, hereby revoking all Wills and Codicils by me at any time made. ITEM I: I direct that all inheritance and estate taxes becoming due by reason of my death, whether such taxes may be payable by my Estate or by any recipient of any property, shall be paid by my Executor out of the property passing under this Will, which is not specifically devised or bequeathed, as an expense and cost of administration of my Estate. My Executor shall have no duty or obligation to obtain reimbursemem for any such tax paid by my Executor even though on proceeds of insurance or other property not passing under this Will. ITEM H:' I hereby exercise all powers of appointment which I may have at the time of my death in favor of my Executor, and all property subject to all such powers shall be included in my Estate. ITEM IH: I hereby give and bequeath to Sherril Ann Almasy, Linda Sue Sterner, John R. Dodson, Michael H. Dodson and Deborah L. Dodson, the widow and sole heir of my son, David G. Dodson, who may survive me at the time of my death, to be divided between or among them in as equal shares as may be possible, as they may mutually agree my entire remaining interest in and to any and all furniture, antiques, clothing, jewelry, pictures, statuary, works of art, silver, plate, ornaments, bric-a-brac, tapestry, household goods, utensils and supplies, books, linen, china, glass, automobiles, horses, boats, plants, implements, and tools that may be in, at or about my home at the time of my death. Should Sherril Ann Almasy, Linda Sue Sterner, John R. Dodson, Michael H. Dodson and Deborah L. Dodson, the widow and sole heir of my son, David G. Dodson, be unable to agree between or among themselves upon such a division of said property, alternate choice of individual items thereof shall be made by them as follows: the first choice shall be made by the oldest of them, the second choice Shall be made by my next oldest person, and so on according to age until an equal or nearly equal division and distn'bution of said property items is completed. In the event that I am not survived at my death by any of the above individuals, then all of the property which they wOUld have taken under this paragraph 3 had they survived me Shall pass as part of my residuary estate hereunder. I~M IV: I hereby give and bequeath all of the rest, residue and remainder of my property, real, personal and mixed in equal shares to Sherril Ann Almasy, Linda Sue Sterner, John R. Dodson, Michael H. Dodson and Deborah L. Dodson, the widow and sole heir of my son, David G. Dodson, per stirpes and not per capita. ~: In the settlement of my Estate, my Executor shall possess, among others, the following powers to be executed for the best interest of the beneficiaries and in my Executor's sole discretion: (a) To sell either at public or private sale and upon such terms and conditions as my Executor may deem advantageous to my Estate, any or all real or personal estate or interest therein, whether owned by me severally or in conjunction with other persons or acquired after my death by my Executor, and to consummate said sale or sales by sufficient deeds or other instruments to the purchaser or purchasers, conveying a fee simple title, free and clear of all trust and without obligation or liability of the purchaser or purchasers to see to the application of the purchase money or to make inquiry into the validity of said sale or sales; also, to make, execute, acknowledge and deliver any and all deeds, assignments, options or other writings which may be necessary or desirable in carrying out any of the powers conferred upon my Executor in this paragraph V(a) or elsewhere in my Will. Co) To pay all costs, taxes, expenses and charges in connection with the administration of my Estate. My Executor shall pay expenses of my last illness and funeral expenses. (c) To distribute my Estate in kind or in money. If any assets are distributed in kind, they shall be distributed at their respective value(s) on the date(s) of their distribution. , BJ~D 3 (d) To retain any investments I may have at my death so long as my Executor may deem it advisable to my Estate. (e) To vary investments, when deemed desirable by my Executor and to invest in such bonds, stocks, notes, money markets, real estate mortgages or other securities or in such other property, real or personal, as she or he shall deem wise, without being restricted to so-called qegal investments. ' (f) To mortgage real estate and to make leases of real estate. (g) To borrow money from any party to pay indebtedness of mine or of my Estate, expenses of administration or inheritance, legacy, estate and other. (h) To vote any shares of stock which form a part of the Estate and to otherwise execute all the powers incident to the ownership of such stock. (i) In the discretion of my Executor, to unite with other owners of similar property in carrying out any plans for the reorganization of any corporation or company whose securities form a part of the Estate. 0) To distribute my personal property directly to the Guardian of the person of any minor beneficiaries hereunder. (k) To elect such settlement options as deemed most appropriate by my Executor with respect to any person, profit sharing or other retirement plan in which I am a participant. 4 (1) To do all other acts in judgment of my Executor necessary or desirable for the proper and advantageous management, investment and distribution of my Estate. ~: Any person who shall have died at the same time as Testatrix or in a common disaster with her, or under such circumstances that it is difficult or impossible to determine who died first, shall be deemed to have predeceased her. ITEM VII: I nominate, constitute and appoint Michael H. Dodson and Sherril Ann Almasy to serve as Co-Executors. In the event of the death, resignation, refusal or inability of either Michael H. Dodson and/or Sherril Ann Almasy to serve as my Executor(s), I nominate, constitute and appoint Linda Sue Sterner as the fa'st alternate and John R. Dodson the second alternate as Executor. My Executor or Executrix is specifically relieved fi.om his or her duty or obligation of filing any bond or bonds. IN WITNESS WHEREOF, I have set my hand and seal to this my Last Will and Testament, consisting of this, the next two (2) pages and the preceding four (4) pages this 1 "~ ~ day of July, 1998. /7. ~ ^,r.~ 5 SIGNED, SEALED, PUBLISHED AND DECLARED by the above-named Testatrix, BARBARA JEANNE DODSON, as and for' her Will, in the presence of us, who, at her request, in her presence and in the presence of each other, have hereunto subscribed our names as wimesses in attestation .thereof. Address Address Address 6 ACKNOWLEDGMENT COMMONWEALTH OF PENNSYLVANIA ' COUNTY OF ' SS. I, BARBARA JEANNE DODSON, the Testatrix whose name is signed to the attached or foregoing instrument, having been duly qualified according to law, do hereby acknowledge that I signed and executed the instrument as my Last Will; and that I signed it willingly and as my free and voluntary act for the .purposes therein expressed. Sworn to or affu-med and acknowledged before me by "~.~o,,.~....~,,,.,,,.~ ~ ~ ~% · e Testate, ~s ] ~ ~y of July, 1998. ~b~a Je~e~s~n ~~~ic ~ · My Co~ssion Expos: :86382 (SEAL) NOTARIAL SEAL ANTHONY J. FOSCHI, Nota~ Public Camp Hill Bom., Cumberland Coun~ My Commission Expires August 11, 2001 COMMONWEALTH OF PENNSYLVANIA ' COUNTY OF ' SS. the witnesses w~laose names are signed to the ~ea or forego~mg inst~eJnt, ~ing u y qua according to law, do depose and say that we were present and saw the TeStatrix sign and execute the instrument as her Last Will; that the Testatrix signed willingly and executed it as her free and voluntary act for the purposes therein expressed; that each subscribing witness, in the hearing and sight of the Testatrix, signed the Will as a witness; and that to the best of our knowledge, the Testatrix was at that time 18 or more years of age, of sound mind and under no constraint or undue influence. Sworn to or aff'trmed and subscribed to before me bY ~g~0~4.~ C ~~5~ , witnesses, this J'3'x'~ day of July, 1998. Witness ~ J Notary~iblic My Commission Expires: (SEAL). :86382 [ NOTARIAL SEAL * ' · [ ANTHONY J. FOSCHI, Notary Public ! Camp Hill Bom., Cumberland County ! My Commission Expires August 11, 2001 REV-1502EX+(1-97)., ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER DODSON. BARBARA, J. 21 02 Q124 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NUMBER DESCRIPTION OF DEATH 1. 136,000.00 2605 North Rosegarden Blvd., Mechanicsburg, PA 17055 (Valuation based on Settlement Sheet attached hereto between Estate and Third Party at an arms length transaction.) TOTAL (Also enter on line 1, Recapitulation) $ 136,000.00 (If more space is needed, insert additional sheets of the same size) oMs NO. 2S02 26S 3. DE'P~ARTME'NT OF HOUSING & URBAN DEVELOPMENT/1.[-~FHA 2.["]FmHA 3,[~]CONV. UNINS. 4.[-~VA 5. r-~CONV, INS. !6. FILE NUMBER: I 7. LOAN NUMBER: SETTLEMENT STATEMENT ! 02151 J  8. MORTGAGE INS CASE NUMBER: * NOTE: This form is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent am shown, Items marked "[POC]" were paid outside the closing; they are shown here for informational purposes and are not included in the totals. 1.0 3/98 (02151/02151/23) NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: chard W. Seipp · PROPERTY LOCATION: ~05 North Rosegarden Blvd. echanlcsburg, PA 17055 umberland County, Pennsylvania Estate of Barbara W. Dodson H. Sb ! ~ LEMENT AGENT: Keystone Land Transfer, Ltd. PLACE OF SETTLEMENT 3421 Market Street Camp Hill, PA 17011 25-1878915 Countrywide Home Loans, Inc, 1800 Tapo Canyon Siml Valley, CA 93063 I. SETTLEMENT DATE: April 2, 2002 0. GROSS AMOUNT DUE FROM BORROWER: ~1. Contract Sales Price ~2. Personal Properly ~3. Settlement Charges to Borrower (Line 1400) ~4. Adjustments For Items Paid By Seller in advance 16. City/Town Taxes to ~7.' County Taxes 18. Scl~ool Tax 04/02/02 to 07101/02 )9. 322.07 409. ax to 10. [1. 12. 20. GROSS AMOUNT DUE FROM BORROWER )0. AMOUNTS PAID BY OR IN BEHALF OF BORROWEF )1. Deposit or earnest money 41U. 411. 412. 142.121.43 42~ '500. 2,500.00 501. )2. Principal Amount of New Loan(s) 108,800.00 502. )3. Existing loan(s) taken subject to 503. )4. Principal Amt of New Loan(s) 20,400.00 504. )5. )6. )7. )8. Adjustments t;or Items Unpaid By Seller 10..City/Town Taxes to hUb. '50§. 507. 508, 509. I 136,553.32 GROSS AMOUNT DUE TO SELLER REDUCTIONS IN AMOUNT DUE TO SELLER: Excess Deposit (See Instructions) Settlement Charges to Seller (Line 1400) Existing loan(s) taken subject to Payoff of first Mortgage Fayorr o! secono Mortgage (Deposit disb. as proceeds) Adjustments for Items Unpaid By Seller City/Town Taxes to 9,748.65 L. SETTLEMENT @ % 7,160.00 o e ax ea ssoc~aes, nc. BORROWER'S FUNDS AT SETTLEMENT SELLER'S FUNDS AT SETTLEMENT 901. Interest From 04/02/02 o en ra enn ppralsas o oun ryw~ e ome oans, nc, to 05/01/02 @ $ 21.610000/day ( 29days ance axes mon~'~'~¥--~'~~ per ~ mon s per ~ · mon s .per mon · mon s . per mon ~ per ~ ~ per ~ mon s per mon Settlement or Closing ~ to ance o eysone an ranser, . . SCHEDULE E / CASH, BANK DEPOSITS, & MISC. I ESTATE OF FILE NUMBER DODSON, BARBARA J, 21 02 0124 Include the proceeds of litigation and the date the proceeds were received by the estate. All properly jointly-owned with the right of survivorship must be disclosed on Schedule F. ITEM NUMBER DESCRIPTION VALUE AT DATE 1. Writing Desk OF DEATH 75.0 2. Dining Room Table 3. 3 Cane Chairs 4. 6 Kitchen Chairs 5. Bedroom Chair 6. Oak End Table 10.0C 7. Day Bed 100.00 Guest Room Dresser lO.OO 9. 2 Brown Recliners 40.00 10. Miscellaneous Costume Jewelry 5o.o0 11. Living Room Lamp Tables lO.OO 12. Silverplate flatware lO0.OO 13. Dropleaf Table 75.oo 14. Wash Stand 15.oo 15. Gray Recliner 15.oo 16. Barware 30.00 TOTAL (Also enter on line 5, Recapitulation) $ (If more space is needed, insert additional sheets of the same size) 21 027.37 Continuation of REV-1500 Inheritance Tax Return Resident Decedent DODSON, BARBARA J. 21 02 Paqe 1 Schedule E - Cash, Bank Deposits, & Misc. Personal Property 0124 ITEM NUMBER 17. 18. 19. 20. 21. 22. 23. 24. 25. 26. 27. 28. 29. 30. 31. DESCRIPTION Blue Corner Cabinet 2 Televisions Patio Loveseats Patio Sofa Ottoman VCR Red Chest Coffee Table Small Round Table Computer Poker Table Master Bedroom Set Freezer Miscellaneous Lamps Stereo SUBTOTAL SCHEDULE E VALUE AT DATE OF DEATH 30.0~ 40.0l 30.0( 30.0£ 10.0¢ 40.00 20.00 10.00 15.00 100.00 30.00 100.00 50.00 50.00 50.00 605.00 Continuation of REV-1500 Inheritance Tax Return Resident Decedent DODSON, BARBARA J. 21 02 Paqe 2 Schedule E - Cash, Bank Deposits, & Misc. Personal Property 0124 ITEM NUMBER DESCRIPTION 32. Misc. Window Treatments 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. Misc. Wall Hangings Gun Cabinet Bookshelves Office Desk TV Stand Coin Collection LR End Tables Yard Tools Guestroom Bed Small LR Glass table Misc. Bedding and Linens Maple Stool Car - 2000 Honda Accord - (value of car based upon sale of same to Linda Wojciechowski) Checking Account: Nationwide Life Insurance Company, Group Operations, PO Box 2399, Columbus, OH 43216-2399, Account #650015304 SUBTOTALSCHEDULEE VALUE AT DATE Of DEATH 100.0( 150.0( 40.0£ 15.0(; 20.0(~ 10.00 40.00 50.00 50.00 75.00 17,000.00 2,157.37 19,722.3/ Continuation of REV-1500 Inheritance Tax Return Resident Decedent DODSON, BARBARA J. 21 02 Pa,qe 3 Schedule E - Cash, Bank Deposits, & Misc. Personal Property 0124 ITEM NUMBER DESCRIPTION VALUE AT DATE OF DEATH SUBTOTAL SCHEDULE E GRAND TOTAL SCHEDULE E $ 21,027.37 PageI Item: Value: Writing Desk $75.00 Dinig Room Table $75.00 3 cane chairs $25.00 6 Kitchen chairs $60.00 Bedroom chair $10.00 Oak end table $10.00 Day Bed Quest room dresser $10.00 2 Brown recliners $40.00 Miscellaneous costume jewelry $50.00 $100.00 Living room lamp table $10.00 Silverplate flatware $100.00 Dropleaf table $75.00 Wash stand $15.00 Gray recliner $15.00 Barware $30.00 Blue comer cabinet $30.00 Televisions x2 $40.00 Patio Loveseats $30.00 Patio sofa $30.00 Ottoman $10.00 vCR $40.00 Red Chest $20.00 Coffee table $10.00 Small round table $15.00 Computer $100.00 Poker table $30.00 Master .bedroom set $100.00 Freezer $50.00 Miscellaneous lamps $50.00 Stereo $50.00 Miscellaneous window treatments $100.00 Miscellaneous wall hangings $150.00 Gun, cabinet $40.00 Bookshelves $15.00 Office desk $20.00 TV'stand $5.00 Coin collection $10.00 LR.end tables $40.00 Yard tools $50.00 Guestroom bed $50.00 Small LR glass table $5.00 Misc. bedding and linens $75.00 Maple stool $5.00 0' 75° 75° 25, 60' 10. 10' 100. 10' 40' 50' 10' 100' 75' 15' 15.+/ 30' 30' 40' 50' 30' 10' 40' 20' 10' 15' 100. 30' 100. 50' 50' 50' 100' 150. 40' 15' 20' 5'+-- 10' 40' 50. 50. 5, 75. 5° i ,870. · H COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE F JOINTLY-OWNED PROPERTY ESTATE OF FILE NUMBER DODSON, BARBARA J. 21 02 If an asset was made joint within one year of the decedent's date of death, it must be reported on Schedule G. 0124 SURVIVINGJOINTTENANT(S)NAME A. Michael H. Dodson C ADDRESS 3681 Riverland Road Ft. Lauderdale, FL 33312 RELATIONSHIP TO DECEDENT Son JOINTLY-OWNED PROPERTY: LE) ) ER DATE DESCRIPTION OF PROPERTY % OF DATE OF DEATH ITEM FOR JOINT MADE Include name of financial institution and bank account number or similar identifying number. Attach DATE OF DEATH DECD'S NUMBER TENANT JOINT deed for jointly-held real estate. VALUE OF VALUE OF ASSET INTEREST DECEDENT'S INTERB5 1. A. 9-6-96 Members 1st Federal Credit Union, P 0 Box 40, 6,837.15 50. 3,418.58 Mechanicsburg, PA 17055; Regular Savings Account #161714-00 2. A. 9-6-96 Members 1st Federal Credit Union, P 0 Box 40, 2,874.19 50. 1,437.10 Mechanicsburg, PA 17055; Checking Account #161714-11 TOTAL (Also enter on line 6, Recapitulation) $ (If more sn~n~ i~ n~d~H in~ ~,,,li(.p-,~l ~l-,~^~,~ ~ ,~ ........ 4 ~855.68 9ts of the same size) Membersl FEDERAL CREDIT UNION P.O. Box 40 · Mechanicsburg, PA 17055-0040 (717) 697-1161 TOLL FREE (800) 283-2328 www.membersl st.org NCUA 161714 DODSON/BARBARA MICHAEL H DODSOH 2605 ROSEGARDEN BLVD N MECHAN ICSr- UNG PA 17055-5312 CR RT: 0 FLAGS:26 01/31/02 BR: 80wn:P BD: 03/10/1930 Ref:C24/ATM Dept:NAVICP-R PR: .00 TTlnlz~y Code: 50TH PH: 1 HousehOld: 0 WK: (000) 000-000 Slx I)esc Dt Open Ba~_a~ Avail 00 RSA 09039~5~¢'a~6828.9~ 6803 MTD NSF: 0 'YTD NSF: 0 Total Shares Pledged: 25.00 Rate YTD Div [.st Act Flags .0000 .00 012802 .0000 .00 013102 21 To-Date NSF: 0 Draft Acct: 161714 Slx PR-G# 00 761 00 999 *More Deduct Alloc-Acct S/L .00 161714-11 S .00 161714--11 S File - Continue?* Amount .00 .00 A1 loc-Acct S/L Amount SIGNATURE REV-1510 EX + (1-97}· · ~~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE G INTER-VIVOS TRANSFERS & MISC. NON-PROBATE PROPERTY ESTATE OF FILE NUMBER DODSON. BARI~ARA ,I. 21 02 0124 This schedule must be completed and filed if the answer to any of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is, 'es. DESCRIPTION OF PROPERTY % OF ITEM INCLUDE THE NAME OF THE TRANSFEREE. THEIR RELATIONSHIP TO DECEDENT ANB THE DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUI NUMBER ATTACH A COPY OF THE BEED FOR REAL ESTATE. VALUE OF ASSET INTEREST 1. Nationwide, One Nationwide Plaza, Columbus, OH 43215 86,629.67 100. 0.00 86,629.61 Annuity Contract #01-5152346 Beneficiaries: Michael H. Dodson (son); Deborah Dodson (daughter); Linda Wojciechowski (daughter); Sherill AImasy (daughter); John R. Dodson (son) Each beneficiary chose an equal lump sum, 20%, distribution TOTAL (Also enter on line 7, Recapitulation) $ 86,629.67 (If more space ~s needed, insed additional sheets of the same size) Nationwide* ON1~ NA'nONWil}~ PLAZA COLUMBUS, OH 43~ I $ March 4, 2002 Mr. Anthony J. Foschi, Esquire Shumaker Williams Legal & Business Counsel PO Box 88 Harrisburg PA 17108 RE: Requested Date of Death Value Our Contract # 01-5152346 {NQ Plan} Barbara J. Dodson, Owner and Annuitant RID13879176 Dear Mr. Foschi: Please find attached your letter dated January 26, 2002 for your reference. The requested date of death value for Ms. Dodson's annuity is as follows: Contract # 01-5152346 Date of Death Value~ 1/28/2002 $86,629.67 ~" Our records show Ms. Dodson's five children are the Primary Beneficiaries and are to share equally. ' Should you have any questions or need any additional information, please feel free to call me at anytim.e at 1-800-848-6331. Please dial I when you hear our electronic voice menu and then my extension 90127. Alternatively, you may send a fax communication to me at (614)249-8348 or e-mail me at SWlGERB@NATIONWIDE.COM. Our representatives are available to assist you Monday through Friday from 8:30A.M. to 9:00P. M. ET. Thank you for your help & Happy Holidays to you and your families,v ~iriinll ~rely' " Customer Service Analyst Individual Investment Products NATIONWIDE LIFE INSURANCE COMPANY REV-1511EX + (1-97).~, , ~ COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF DODSON. BARBARA ,,I, Debts of decedent must be reported on Schedule I. FILE NUMBER 21 02 ITEM NUMBER 8. 9. 10. 11. 12. 13. 14. DESCRIPTION FUNERAL EXPENSES: Malpezzi Funeral Home James Gingrich Memorials - Inscription work for Barbara Dodson ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative (s) Social Secudty Number(s) / EIN Number of Personal Representative(s) Street Address City State Year(s) Commission Paid: AttomeyFees Shumaker Williams, P.C. Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Zip Street Address c~y Relationship of Claimant to Decedent State Zip Probate Fees and advertising costs Accountant's Fees Tax Retum Preparer's Fees for 2001 Federal Income Tax preparation: Smoker Smith Assoc. REMAX Realty Assoc. for commissions paid on sale of property ($7,160.00 + 125.00 + 100.00 Keystone Land Transfer for Notary, Overnight Delivery on sale of property Brian Emig - Repair broken shingle on house prior to sale Tom Young Electric - Repair wiring prior to sale Marlin Yohn Tax Receipts for sale of property Transfer tax on sale of property Home Warranty to AHS on sale of property Sewer bill - Upper Allen Township Municipal Authority (Items 7-14 - See Settlement Sheet attached to Schedule A) TOTAL (Also enter on line 9, Recapitulation) $ 0124 AMOUNT 8,475.O( 95.0( 4,157.27 476.03 150.00 7,385.00 154.00 45.00 105.00 6.00 1,360.00 385.00 101.10 (If more space is needed, insert additional sheets of the same size) 22r894'40 James Gingrich Memorials 5243 SIMPSON FERRY ROAD MECHANICSBURG PA 17050 4/16/2002 116801 SHERRIL ALMASY 129 CRAFTON AVENUE PITMAN NJ Item Description Inscription work for: 08071 ITEM SUMMARY DODSON, BARBARA Price Each 95.00 Total 95.00 Total 95.00 Lettering was done on: Please call us with any questions at (717) 766-5622 cut along dotted line 8 Market Plaza Il'ay · Mechanicsburg, PA 17055 Phone: 697.4696 FUNERAL HOME Michael J. Malpezzi Owner February lO, 2002 Michael H. Dodson 3681 Riverland Road Ft. Lauderdale, FL 33312 1'he Funeral Service for Barbara J. Dodson We sincerely appreciate the confidence you have placed in us and will continue to assist you in every way we can. Please feel free to contact us if you have any questions in regard to this statement. THE FOLLOWING IS AN ITEMIZED STATEMENT OF THE SERVICES, FACILITIES, AUTOMOTIVE EQUIPMENT, A N D MERCHANDISE THAT YOU SELECTED WHEN MAKING THE FUNERAL ARRANGEMENTS. 1. PROFESSIONAL SERVICES Services of Funeral Director/Staff $3260.0 I~INERAL HOMlg SERVICE C~I_ARGES $3260.0 SELECTED MERCHANDISE: Solid Chert3, Casket $3285.0 Burial Vault $780.0 Register, Memorial Cards, Ackn. $45.0~ TItE COST OF OUR SERVICES, EQUIPMENT, AND MERCHANDISE THAT YOU HAVE SELECTED $7370.01 AT THE TIME FUNERAL ARRANGEMENTS WERE MADE, WE ADVANCED CERTAIN PAYMENTS TO OTHERS AS AN AC(?OMMODATION. THE FOLLOWING IS AN ACCOUNTING FOR THOSE CHARGES. CA.qH ADVANCES Opcl~iug Grave Cemetery Equipment $750.0{ Clergy/Mass Offering $95.0{ ,~ .... 0.( Organist $75.0( Certi fled Copies of the Death Certificate $60.0( TOTAL CASH ADVANCES AND SPECIAL CHARGES $11.05.01' SUB-TOTAL INITIAL PAYMENT / DISCOUNT / CREDITS TOTAL AMOUNT DUE $8475.0C $8475.0g Shumaker W lliams, e.c. ATTORNEYS AT LAW May 8, 2002 Billed through 04/30/02 Bill number D215-02562-006 AJF Estate of Barbara Jeanne Dodson Michael H. Dodson 3681 Riverland Road Ft. Lauderdale, FL 33312 Estate of Barbara Jeanne Dodson - Probate of Will 562-02 FOR PROFESSIONAL SERVICES RENDERED 04/03/02 AJF 04/10/02 AJF 04/15/02 AJF 04/18/02 AJF Ltr to Dodson Tcons Life Insurance Ltr to Executors Tcon Cheryl Ltr Members Tax Return .30 hfs 1.50 hrs .60 hrs 2.00 hrs DISBURSEMENTS Total Fees for this Matter Reproduction - automated Reproduction - automated Reproduction - automated Reproduction - automated Long Distance Telephone Charge - March 18 thru April 17, 2002 Reproduction - automated Reproduction - automated Reproduction - automated Reproduction - automated 814.00 1.40 1.60 .40 .80 .59 13.60 1.00 .80 1.20 Total disbursements for this matter BILLING SUMMJLRY Anthony J. Foschi TOTAL FEES 4.40 hrs 21'.39 4.40 hrs 814.00 Please remit to: P.O. Box 88, Harrisburg, PA 17108 (717) 763 -1121 Terms: Net 30 ein: 23-2013661 Shumaker Williams, P.c. ATTORNEYS AT I.,AW PAGE 2 Estate of Barbara Jeanne Dodson Bill number D215-02562-006 AJF TOTAL DISBURSEMENTS TOTAL CHARGES FOR THIS BILL $ $ 21.39 835 .39 Please remit to: P.O. Box 88, Harrisburg, PA 17108 (717) 763 -1121 Terms: Net 30 ein: 23-2013661 S-ffumaker Williams, P.c ATTORNEYS AT LAW April 5, 2002 Billed through 03/31/02 Bill number D215-02562-005 AJF Estate of Barbara Jeanne Dodson Michael H. Dodson 3681 Riverland Road Ft. Lauderdale, FL 33312 Estste of Barbara Jeanne Dodson - Probate of Will 562-02 FOR PROFESSIONAL SERVICES RENDERED 03/04/02 AJF 03/05/02 AJF 0.3/07/02 AJF 03/i]./02 AJF 03/3.2/'02 AJF 03/.]8/02 AJF 03/25/02 AJF 0'",/'~7 /02 AJF Memo to JF Ltr to Mike Review Ltrs TcOn Shery!, Tcon Mike Draft Ltr Tcon Ececutor Tcon from Michael Lt~- P~o~:i.~an Revise estate sheet Tcon Sheryil 'P~::Re%hrn:'Dis'~:i'kal-~k~n Ltr 'TC'oh Exe~t.0r : Total Fees for this Matter DISBURSEMENTS. Reproduction- automated Reproduction - automated Reproduction - automated Tele-copier Reproduction - automated The Sentinel - Legal Estate Notice for Barbara J. Dodson Cumberland Law Journal Estate Notice- Barbara J. Dodson ReProduction - automated R ~od'~c t i~' £'" ~U ff Oma t e'd Tet:'eX'.e~pi~: ..,:' .': . .-... :.,.-.,... ... ,...,..:.~ .' ~..... ~ .-. !...!...~ . .... 30 hrs 30 hfs 1 50 hfs 30 hrs 30 hfs I 60 hrs 2 50. hrs 30 hfs 1,313.50 1.00 .80 .80 2.00 1.20 110.03 75.00 .20 .60 1.00 Please rcmi! to: P.O. Box 88, Han'sburg PA 17105 (717) 763 ~l]2l Terms: Net 30 tin: 23-20]366l Shumaker Williams, ?.c. ATTORNEYS AT LAW PAGE 2 Estate of Barbara Jeanne Dodson Bill number D215-02562-005 AJF Reproduction - automated Reproduction - automated Reproduction - automated Long Distance Telephone Charge- February 18 thru March 17, 2002 Tele-copier Tele-copier Reproduction - automated Reproduction - automated Reproduction - automated Reproduction -'automated Tele-copier Reproduction - automated Reproduction - automated Total disbursements for this matter BILLING SUMMARY Anthony J. Foschi TOTAL FEES TOTAL DISBURSEMENTS TOTAL CHARGES FOR THIS BILL 7.10 .20 .40 .40 65 2 00 2 00 1 00 8O 1 20 3 00 2 00 40 8O $ 207.48 7.10 hfs hfs 1,313.50 $ 207.48 $ 1,520.98 Please rcmh to: P.O. Bnx 88, Harrisburg, PA 171~'18 (717) 763 -1121 Terms: Net 30 ein: 23-2013661 S'humaker Williams, P.c. ATTORNEYS AT LAW -- March 25, 2002 Billed through 02/28/02 Bill number D215-02562-004 AJF Estate of Barbara Jeanne Dodson Michael H. Dodson 3681 Riverland Road Ft. Lauderdale, FL 33312 Estate of Barbara Jeanne Dodson - Probate of Will 562--02 FOR PROFESSIONAL SERVICES RENDERED 01/30/02 AJF 02/01/02 AJF 02/04/02 AJF 02/11,/02 AJF 02/12/02 AJF 02/14/02 AJF 02/19/02 AJF )ISBURSEMENTS Tcon Sheryl Re: Dodson Estate Meeting with family, Prep documents for probate Ltrs probate estate ss4 Notices Life Insurance Tcon Heeter on Dodson Estate Ltr to Benificiaries Ltr To Heeter Send Notices of Administration Draft Ltr Lehman Tcon Sheryll Total Fees for this Matter · Reproduction·_. automated Reproduction _ automated Reproduction _ automated Reproduction _ automated Reproduction _ automated Reproduction _ automated Reproduction _ automated Reproduction _ automated Reproduction _ automated Reproduction _ automated Reproduction _ automated Reproduction·_ automated. Reproduction _ automated "' : ; ' v.<..-;. - .i~ .." . . Plcasc rcmi! to: P.O. Box 8R, Harrisburg, PA 17108 (717) 763 ~112] Terms: Net 30 ein: 23-20i3661 .50 hfs 2.00 hfs 4.00 hfs .60 hfs .60 hfs 1.00 hrs 60 ]L_o 1,720.50 2.20 4.40 .80 .4.0 21 20 2 8O 1 O0 60 i 60 8O 140 60 80 Shumaker Williams, P.e. ATTORNEYS AT LAW PAGE 2 h:stat:e of Barbara Jeanne Dodson Bill rmmber D215-02562-004 AJF Reproduction - automated Reproduction - automated Reproduction - automated Reproduction - automated Reproduction - automated Reproduction - automated Reproduction - automated Reproduction - automated Reproduction - automated Reproduction - automated Reproduction - automated ReproductIon automated Reproduction - automated Reproductmon - automated Total disbursements for this matter .~..~,LII.~ SUMMARY Anthony J. Foschi TOTAL FEES TOTAL DISBURSEMENTS TOTAL CHARGES FOR THiS BILL 9.30 .24 .16 40 ].4 40 40 11 60 2 00 40 3 6O ! 20 2 40 3 60 40 1.00 $ so .4o 9.30 hfs hrs i, 720.50 $ so .40 $ i,.soo.~o Please remit to: P.O. Box 88, Harrisburg, PA 17108 (717) 763 -1121 Terms: Net 30 ein: 23-2013661 RECEIPT FOR PAYMENT Cumberland County - Register Of Wills Hanover and Hiqh Street Carlisle, PA I7013 Receip~ Date Receip5 Time Receipt No. 2~4/2002 :57:30 1028226 DODSON BARBARA JEANNE File Number Remarks 2002-00124 MICHAEL DODSON - SHERRIL A ALM ASY AC TranSaction DescriPtion PETITION FOR PROBA EXTRA PAGES SHORT CERTIFICATE JCP F.EE Distribution Of Receipt ............ · Payment Amount Payee Name 235.00 CUMBERLAND COUNTY GENERAL F~ 21.00 CUMBERLAND COUNTY GENERAL F~ 30.00 CUMBERLAND COUNTY GENERAL F~ 5.00 BUREAU OF RECEIPTS & CNTR M.i Cash Total Received ......... 91.00 91 O0 CUMBERLAND LAW JOURNAL 2 LIBERTY AVENUE CARLISLE, PA 17013 MARCH 1, 2002 Cumberland Law Journal is published every Friday by the Cumberland County Bar Association and is designated by the Court of Common Pleas as the official legal publication for Cumberland County and the legal newspaper for publication of legal notices. TO: Anthony J. Foschi, ESQUIRE Barbara Jeanne Dodson, ESTATE Legal advertisements must be received by Friday Noon. All legal advertising must be paid in advance. Make all checks payable to: Cumberland Law Journal. Advertisement inserted on following dates: FEBRUARY 15,22, MARCH 1, 2002 Advertising Cost $ 75.00 Proof of Publication $ 0.00 Second pr°of Request $ 0.00 Payment received $ 0.00 · Total Amount Due $ 75.00 Payment received by PROOF OF PUBLICATION State of Pennsylvania, County of Cumberland. Lori Saylor, Classified Advertising Manager of THE SENTINEL, of the County and State aforesaid, being duly sworn, deposes and says that THE SENTINEL, a newspaper of general circulation in the Borough of Carlisle, County and State aforesaid, was established December 13th, 1881, since which date THE SENTINEL has been regularly issued in said COunty, and that the printed notice or publication attached hereto is exactly the same as Was printed and published in the regular editions and issues of THE SENTINEL on the following dates, viz Copy of Notice of Publication FehrH~ry 11: 1R & 2~: 2002 Affiant further deposes that he is not interested in the subject matter of the aforesaid notice or advertisement, and that all allegations in the foregoing statement as to time, place and character of publication are true. February 28, 2002 Sworn to and subscribed before me this 28th day of February ,2002. Notary Public My commission expires: I NOTARIAL SEAL SHIRLEY O. DURNIN, Notary Public Cadisle B0ro., Cumberland C,ou~ty _ My Commissiog..Exp!res Aug. 9, ,-093 · . Client DOD727 ' ' February 11, 2002 R, St~t't'H & AssOCiATES, PC . sI~oKE ---~sY p~wY__ ~ ( --'"ARA J OO_D~O~ Home: j FEE SUMMARY $ 150,00 150.01 Preparation Fee Amount Due REV-1512 EX* (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF DODSON, BARBARA J. Include unreimbursed medical expenses. FILE NUMBER 21 02 ITEM NUMBER 1. DESCRIPTION County Taxes (Paid $308.05 - proration $231.25) Settlement Sheet attached to Schedule A) ,an Account Members 1st Federal Credit Union 2001 Federal Income Tax February 2002 telephone bill: 2/14/02 4/14/02 ~P&L Electric Bills · 2/17/02 3/25/02 5/14/2002 ;omcast TV Cable Stamps, Pitman, NJ Post Office 10. United Water Bills: 2/25/02 3/25/02 4/24/02 11. Union 12. ~/erizon Wireless Telephone: 2/15/02 4/19/02 13. Kilmore Eye Associates 14. Verizon Telephone: 2/19/02 4/15/02 15. Fabrizone 16. Pet Smart 17. ;herril Almasy (Olive Garden dinner - funeral) TOTAL (Also enter on line 10, Recapitulation) 0124 AMOUNT 76.00 11,138.49 246.00 61.61 335.81 34.78 36.00 60.75 54.95 40.28 30.37 39.42 616.0C 50.0C 100.OC 141000.3~ (If more space is needed, insert additional sheets of the same size) · . *. Continuation of REV-1500 Inheritance Tax Return Resident Decedent )ODSON, BARBARA J. 21 02 PaRe 4 ;chedule I - Debts of Decedent, Mortgage Liabilities, & Liens 0124 ITEM NUMBER 18. 19. 20. 21. DESCRIPTION Express (2 hotel rooms - funeral) Superior Lawns ~ationwide - additional premium ~lewberry Realty SUBTOTALSCHEDULEI GRANDTOTALSCHEDULEI AMOUNT 197.64 205.10 77.15 600.00 1,079.8~, $ 14,000.3~ 'Membersl FEDERAL CREDIT UNION INSURANCE DEPARTMENT 5000 Louise Drive P. O. Box 40 Mechanicsburg, PA 17055 1-800-283-2328 or (717) 697-1161 REGULAR SAVINGS ACCOUNT; Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest N~me of Joint Owner Date Joint Ownership Created CHECKING ACCOUNT: Account Number/Suffix Date Account Opened Principal Balance at Date of Death Accrued Interest to Date of Death Total Principal and Accrued Interest Name of Joint Owner Date Joint Ownership Created LOAN ACCOUNT: Account Number/~Suffix Date of Loan Disbursement Principal Balance at Date of Death Daily Interest Accrual Type of Loan Collateral Held As Security 161714 -00 09/03/1996 $6,828.98 $8.17 · $6,837.15 Michael H. Dodson 09/06/1996 161714 -11 09/03/1996 $2,874.19 $.oo $2,874.19 Michael H. Dodson 09/06/1996 161714-02 10/16/2O00 $11,138.49 2.15141 New Vehicle 2000 Honda Accord REDIT Insurance Products Supervisor April 16, 2002 UNION Estate of: BARBARA J. DODSON Date of Death: 01/28/2002 Social Security Number: 577-32-8442 P' dividua, ,nco~Z;"~;;C~Return <99> 2001 I ,~s~ ~our Fi,st N~e 577- 32 ' 8442 (se~ ir,structions.) BARBARA ] DOD S0N ~use,s First Name MI Last Name Use the IRS label. ~and street3, If You Have a P.O. Box, See Instuctions. YOU must enter your social Otherwise, please prin' 2605 N ~,2ARDEN BLVD st,t, ziPs, securi~number(s) above. or type. ~ty, To~ or Post Office. If You ~ve a Foreign Address, See Instructi~s. [[;~tial ~ECHANZCSBURG, PA ]7055-53]2 ourrefund You Spouse ' ' ' Wi,~ .O, change ou~tax or reduce y . ' ~ - Yes ~ No ~Yes ~ No ' n ~ Note: Checking Y~. .... ~ ~;t;.~ a ioin~return, want $3 to go to t~s fund ..... ~ - Campalg. . ~ ~ .. ,,, or your spouse ,..,,,,,~ ~ructions.) ~u y ,~ -' ~ - ilin X single .... t return (even if only one had income) ~1~ ~ Marriedflhngjoln ............ i~ umberaboveandfull stalus ~ ~ ,~,,i~ "o earate return. Enter spouses suc~a ....... t: n 5 ~ , ....... d flhn~ 5 p 3ame here ........ 4 ~ ~ead of household (with quali~ing person). (See instructions.) If the quali~ing ~rson is a child but not your Check cn,y dependent, enter this child's name here..' ~n~ Exemptions 6a your ................... . .., children on b~ ................. (2) Dependent's (3) Dependent's (4) ¢ if Ho. otyour qualifying 6c w~: c Dependents: social securi~ relationship childfor · lived number to you child mx credit ~h you ...... (1) First name Last name ~ ~ ~ · did n~ ~ ~ ~ ~ li~ with ~ you due to It more than seven dependents, ~ ~ ~ ~ di~rceor see instructions. ~ ~ ~ separation ..... ~ ~ ~ ~ Depende~ I I on 6c not ~~ ~~ entemdab~e. ~~ ~~ ~ ~ Addnumbem ~ ....... lines abo~ .... d Total number o~xemptions claimed ........................ 7 Income ....... 8a 7 Wages, salaries, tips, etc. Attach Form(s) W-2 ................ Affach Form(s) ........ W-2 here. Also 8a Taxable interest. Attach Schedule ~ if required ................ affach Form(s) b Tax-exempt interest. Do not include 0n line ga ........... 8b 1099-R if tax ... 10 was withheld. 9 Ordina~ dividends. Attach Schedule ~ if required ................... 10 Capital gain distributions (see instructions) ......................................... 11b Taxable amount ...... 11b 11a Total IRA distributions ........ 11 a 29 60~ ' 12b ~axable amount ...... 12b , 12a Total pensions and annuities. ·. 12a ff y~u d~d not 13 Unemp oyment compensat on qualified state tuition program earnings, and Alaska get a W-2, Permanent Fund dividends ....................................................... see instructions. 6 62C Enclose, bu[ 1~ Social security .... 1~ ]3 224 l~bT~x~bie ~mount ...... l~b , _ benefits .................. ' ' ~ lS do not ~tt~ch, ~tumn. T~ ~ ~r total i~come. ~ny p~yment. 1~ A Adjusted 16 IRA deduction (see instructions) .......................... gross 17 Student loan interest deduction (see instructions) ........... 17 ........ 18 ( income 18 Add lines 36 and 17. These are your to~l adjustments ......................... . ..... > 19 19 Subtract tine ]8 from line ~5. This is ~oss income ....... ~ Form 1040A (20 BAA For Disclosure, Privacy Act, and Pape~ork Reduction A~ Notice, see instru~ons. FC)IA1312L 1 'J/30101 577-32-8442 ", .. ,o ,ne 19 (adjusted gross income) ............................... Tax, ~ Blind -"~--Enter number of ~ UBlind Jboxes checked... ~' 21 a credits, and payments Deduction for -- People who becked any ox on line a or 21 b or ~o can be laimed as a dependent, see , instructions. · All others: Single, $4,550 -lead of Household, ~,6,650 vlarried filing ointly or Dualifying Nidow(er), $7,600 Married filing separately, [chi'Id, attac_h_ r- Refund Direct deposit? See instructions and fill in 43b, 43c, and 43d. 36,502. 21 a Check { [~You were 65 or older if: L_~ Spouse was 65 or older f yo ~trr~cr~ioa~eadnf~lI cnhge~,Pl~erraet,ey and your spouse itemizes deductions, - 21 b [] b see ~ .......................................... 22 5,650. Enter your stand ction see left margin) ....................................... 22 , i ne 22 ~.:dml;nd:20. If line 22 is more than line 27, e~.t. er 0.~] ............. y/.~.-~ '(~)~"~~: 23 Subtrac ...... number of exemptions cmimea on line oa .......... ~ ~ ~ -- 24 Multiply $2,900 by me to~a~ ' ' ......... 25 Subtract line 24 from line 23. If line 24 is more than line 23, enter 0. This is your ~ 25 27,952. taxable income ........................................ 26 Tax, including any alternative minimum tax 26 4,3 12 (see instructions) ............................................. Adoption credit. Attach Form 8839 ........................ . ................. 3:3 Add lines 27 through 32. These are your total credits ................ 34 34 Subtract line 33 from line 26. If line 33 is more than line 26, enter Q ..................... 35 :35 Advance earned income credit payments from Form(s) W-2 ........................... ~' :36 :36 Add lines 34 and 35. This is your total tax ........................................... 37 Federal income tax withheld from Forms W-2 and 1099 ...... 37 2, 146. 38 2003 estimated tax payments and amount applied from 38 1,920. 2000 return ....................................... :39a NO 3,9 a Earned income credit (EIC) ............................... b Nontaxable earned income... 39b ~ 4,312.~ 4,312~ 27 Credit for child and dependent care expenses. 27 Attach Schedule 2 ....................................... 28 Credit for the elderly or the disabled. Attach Schedule 3 ..... 28 29 Education credits. Attach Form 8863 ...................... 30 Rate reduction credit. See the worksheet in the instructions.. 3,0 31 :31 Child tax credit (see instructions) ................... 32 :32 3:3 4,066~ 40 Additional child tax credit. Attach Form 8832 40 ............... ~' 41 42 t I ne 41 s more than line 36 subtract line 36 trorn line 41. This is the amount you overpaid ............... ~ 43a 43a Amount of line 42 you want refunded to you ........................................ ~ bRouting ~ c Type: E~Checking BI Savings number .......... ~ d Account number .......... 44 Amount of line 42 you want applied to your 2002 ...... 44 estimated tax. Amount you owe Third party designee Sign here 45 Amountyou owe. Subtract line 41 from line 36. For details on how to pay, . .... v 45 246 see instructions ............................................................. 46 46 Estimated tax--see instructions). ;- ~ Do you want to allow another person to discuss this return with the IRS (see instructions~Yes' Complete the following. Personal identification Phone ~. Number (PIN) I~ ?,e-Smigenee's ~' P R E PAR E R ~ h~'dutes and stat .... ts, and to the ,b, est. of my o .w~edg,e and, belief, th '~ ~ ~ ~-.~ *~.~* ~ have examined this return and ac, c?n~pa~ny~n._g..s.c._n~. Declaration of preparer (other than me taxpayer) IS oasea on a~ ~rn~,t;~ol?~t~vi~c~Pha~c!:Ypr?rrilpCa~;~laraO4n~s~nwdle~gUer?es of ,ncom. ~):;im, .... i;our--~ccupation I Dayt, rne Phone Number Your Sig ture ' ~aPYrr~,,?'f' ~' '--2-~'0--TECHNOLOGY PKWY ............ ~ho°ne (717) 441-906 Joint return? See instructions. Keep a copy for your records.~_..___...__j Paid preparer s use only MECHANICSBURG, PA 17050 Form 1040A (2C FDIA1312L 11130101 Your AT&T Statement November 15-February 14, 2002 #BWNCJFM #09200211427015# D 5787AV10.255B51A33653*~ h,,llh,,llh,,,hh,hl,,hh,,Ih,,,ll,,hllh,,,hh,ll'~i~, ~~ HUGH H DODSON 2605 N ROSEGARDEN BLVD MECHANICSBURG PA 17055-5312 AT&T ~^LT L~K~ :00: Customer ID: 717 697-5919 Page 1 ot 4 Customer Service: 1 800 222-0300 Text Phone (TRY): I 800 833-3232 Internet Address: www.att.com  '- Exttal Extra! Visit www.atl.com/mi~ tora Previous balance .................................................................... 43.07 Payment rec~iYed Nov 30 - Thank you ............................. -45.07 ^T&T direct d~!ed c,a~s ........................................ p 3 .......... 46.17 Olhe~ charges and credits .................................... p 4 ............ $.6§ Taxes and surcharges .......................................... p 4 ............ §.26 Total amount due $55.0u Date due March 11,200~ complele guide to military lile, as well as inlormation on AT&T products, sen/ices & special offers. Cont.-- This statement includes charges lrom the last three months. Continues on back omcast, BARBARA DODSON For service at: 2605 N Rosegarden Blvd Mechanic~burg Pa 17055-5312 Account Date Total Number Due Amount Due 0502054418001 2/25/02 $34.78 How to £each os... ~ You can reach our Customex Service Department at: (717) 540-8900 24 hours a day, seven days a week Office Location: 3800 Trindle Rd., Suite B Camp Hill, PA 17011 Summary of Charges previous Balance Payments (includes payments received by. 2/10/02) MonibJy S~rvices lnstallatiou Charges Taxes & Fees Billed from 02/07/02 to 03/06/02 )4,75 34.78 cr 34.58 0.00 0.20 Total Due $34.78 Detail of charges on back News from Comcast THANK YOU FOR PAYING YOUR BILL ON TIME. Your prompl attention is appreciated. A $2.00 late charge wilt be applied only when a payment is received 5 days past your Paymenl Duc Date. For your convenience, we now accept regular and automatic monthly credit card payments, direct debil (ZipCheck) and MAC for payments. Account Date Total ~0 m cci st Number Due Amount Due ® 0502054418001 2/25/02 $34.78 Service Charges Detail Page 2 Date _~_~..~r~[~. - ..... ~ Pa_vments Payment. Thank You 34.7 8 cr .... 1/17 Total Payments $34.78 cr Mouth_ Services 2/O7.3~06 2/07 - 3/06 2/07 - 3/06 2/07 - 3/06 Taxes & Fees Services 8.76 Basic 23.22 Standard I ConverXer Rental 2.50 1 Remote Control 0,10 Cable Subtotal $34.58 Total Monthly Services $34.58 2/07 - 3106 FCC Regulatory Fee 0.04 Sales Tax 0.16 Total Taxes & Fees $0.20 Franchis~g Authority; UPPER ALLEN TOWNSHIP 100 GEI~fSBURG PIKE MECIJANICSI3URG, PA 17055 CUID~ PA0632 (Please do nol mail to tbs add~) Nationwide Insurance P.O. Box 2371 · Columbus, Ohio 43216-2371 Home Office: Columbus, Ohio ~'3LIC¥ l 0 V E f~:, g G .".!! FROM 'TO 8~-9i 5309 1 i -02-01 02-05-02 THiS ~ :-:~ ..... :- c ~ ., ~ :~6Y?: '.~T ~ T'~'-~:: ::~f:~'TU~:~' E~,~V~?9~:~;-~'~' 0 o o o~ ' N I WBERN REALTY CO. 1 E..'Ohio AVenue Beach Haven TerraCe, New Jersey 08008 SEASONAL ,LEASE (609i"492-0044 492-4994 Fax 492-0078 OTHER AGENCIES CALLED OWNER/RENTAL PROPERTY ,,..,.,, U N IT TENANT -. .... I "-~' ~'~ UTILITIE~~xtra $' FINAL BALANC E.~ $. . ,.. (.;~,;.~f.r'?;~ '~; pAyMENT ~' FINAL BA~NCE, DIRT AND DAMAGE, AND ;TELEPHONE 'DEPOSIT ~: '; :" : ; ' ' ' oF'CERTiFIED CHECKLBANKCHECK:O~gH OR TRAv'ELER(s;cHECK, ~'sb~ice turned:on:'~edzon 800-287-9966; out of state 800-755-1'077. OF OWNER'S TEL'E'RHQNE"BI~L'(uSCal y 30,6Q days).. ' DEPOSITS are dub' and payable a~ the ti'me of check-in and WILL BE DEPOSiT. ED AND HEED in Newberh :Rbalt~'. :~ompan¢ Eso}0~ Acc~un't They'will be returned to the tenant:so' Cng as a rent- spa d and the prope~y'i~ eft.CLEAN.AND UNDAMAGEDJ All imP~'deCti~ns :in 't~e property~must be repo~ed by the:tenant .to 'NEWBERN REAL~Y COMPANY by.'12:00 Noon ,on t~e..d~y~'; (: f011'owifig ~fi~c~Lie.'. Di~¢and DamaCe D~P0sits'W.i.II be [eturn8d t0: the [~n'an['Wit~i6 !0 days· of Cheo~' 0ureas i0ng,a~, ~0 dam~ge is iepo~ed'.: , NE~BERN. REAL~Y COMPANY..w~I! n~fy the' tenant of an.y,.d~d end damage claims made-by ~he~ow, ne~pnor to releasing, these m0meS. "Tenant Understands that this Ageocy, in preparation o~ this lease; represents the property owner and is a~thorized' by that OW;her to ~ign le'ase~ onhis behalf, The terms 'and c0e~'it(ons :of this lease are subject t0 final a~proval..by the owner.': If n0[ a~pr0ved, the'depOsit shall:: ~-SIGRT UNSEEN RENTALS: We recommend ~hat the tenant preview-and inspect the p[emises:before s~gning the'lease; Newb.ern Re~lty~ O.ompan.y makes no.'war[anty aS t0-:th'e aesthetic .deScription 0f a:.sight unseen. 9rope~y,' 'ND SUBSTITUTI,ONSand no refunds .. 1.', pETS:ARE NOT.PERMITTED,ON THE:PREMISES AT ANY TIME without the owner's ¢e.rmission.' Vi01atio~smay result, in : peba ~ fees deducted frdm:,the'damage depos t . - .. 2,. "~he maximum, numbe~ ~f PerSonS :(idcluding Children) is limited to i ,.', ~ ..The tenant affirmsthat:he/she is an adult and ' :'", that the Fr0pe~'.y~Willtnet 6e: be~U'~ied b~:a:ny'min0r'unde~ the ~ge 21.,wit'~ut the presence o'f an ,adult.. ~etenant Shall'not S~'bl~t lhe:Wh'01b 'or a~y Pa~ of::~t~:~ Rr~m ~e~'~:,th'b,ut Wr ~en:per:m Ss 0n frOm,the 0'wnb'r. ~. Th~ tena'nt:'s~a'!l be, CespO~ibl~ [6r a~.y .loss,o[ damage which is caused by the"te~ant'tO the prbpeny.or to any personal pr, operty ' of;the :6~'n~r.'dud~g ~he:t~:¢m:;of t~is i~:a&e.:TheYenant father agrees t0 leave [he property, in a Cie'ad and Orderly c0nditiom'Th~se ar~: hoUse~ep[ng~ units: J.it is e~bc~¢.that a 'trash and food Will be removed and dish:es will be cleaned ~nd put away, A cleaning. feem~y b'9 .d~educte¢ bY the owner'if ~he propedy has been le, excesswely di~y.. ' ~.' ~he,iena:nt,Shtll not insta'll~or dse Wi,dow air cond t crier unless,pe:rmissi.o~ is received ~rom the owner, '5.~' Ii u'e[auIt'i¢ ~d~ i'~'.~n'~ t~r~ ~f th'is ~l'~ase or if the tenant fails t0 .OCcupy the prem'~ses in. a 'quiei mahne[, the Premi$~smust be . .. vaCa~ immediatbly.with .n0 ~efund due, Tenants who are noisy and abusive are'subject to ev ct on.and forfeiture bf all.monies paid. 6.'~ ,The ;tenan,t shal:l return';keys to NEWBERN REALTY'COMPANY upon depa~u~e'by 11:00 AM. ' '. : ~ .... 0 OLIVE GARDEN 1500 ALMONESSON ROAD DEPTFORD, N3 08096 609-232-6332 I4AR 14, 2002 1271 NANE VS : ************2372 AUTH CODE : 012662 EXP 11/02 SERVER : IRENE Z CHECK : 9485 ANOUNT $ lO0 o O0 TIP $ I Agree to above total amount as per card issuer agreement MAR 14 L1 T4 3:12 PI, I Please leave a signed copy for your server. FABRI®ZONE cleaning systems LICENCEE: 106 NORTH WALNUT STREET MECHANICSBURG, PA 17055 (71 7) 697'-8200 operated by BLACK & SON, INC. EXCLUSIVE PURIFICATION PROCESS Tests by a leading lextile research laboralory have proven that the Fabri-Zone Cleaning Process rids the carpel of at least 90% of any microbial activity. NAME: Dod$on. Barbara. A D D R ES S: ! 29 C:'sfton Ave Pitman CITY: ATTENTION: c/o Sherril Aim~sy DAT E: 02/25/02 Estate of NJ 08071 - T E L-.795-2300 INVOICE 15023 SPECIALIZING IN RESIDENTIAL- COMMERCIAL · CARPET AND UPHOLSTERY PURIFICATION CLEANIt s CEILING CLEANING · ON LOCTION DRAPERY PURIFICATION CLEANING · ODOR REMOVAL · WATER RESTORATION · PREVENTATIVE MAINTENANCE PROGRAMS WHY YOU SHOULD CHOOSE THE FABRI-ZONE METHOD! · RecOmmended by Carpet Manufacturers · Certified Cleaning Technicians · Exclusive Purification Process- Combats and eliminales bacteria, Mold & Odors · Carpets dry In 1-2 hours - 95% less water · No harsh steam - Guaranteed no shrinkage no damage · No tacky shampoo residues- Carpets stay cleaner longer · Removes most difficult stains BONDED AND INSURED the company hereby agrees to Complete in good faith, and to the best of their ability,. :he work arranged as shown above as per description, size, instructions and amount. the customer hereby agrees to pay in full the amount agreed upon on the completion )f the work arranged above on the signing of this authorization. CUS]OMER S $1GNA3'URE COMPANY REPRESEN IA SUB TOTAL $616.00 SALES TAX TOTAL $616.00 Cash O Check~' Charge Q_NLy F IBRI-.' ,:ZONE PURIFIES AND LEAVES FURNISHINGS "OZO-FRESH." Mrs. Barbara Dodson(14946)IMarianne E. Boltz O.D.1004281 , Location: Century Drive '2001 ' Established Patient, Comprehensive Exam $92.00 1.00 $92.00 $0.00 $75.00 1.00 $75.00 $0.00 '2001 Fundus Photography $20.00 1.00 $0.00 $20.00 f2001 Refraction f2001 Payment from Barbara Dodson 1432 $0.00 ($20.00) f2002 Insurance Disallowed Adjustment from Medicare Part B *** 8805112 ($15.14) $0.00 /2002 Medicare payment Payment from Medicare Part B *** 8805112 ($121.49) $0.00 /2002 Transfer from Insurance 251715 ($30.37) $30.37 DEDUCTIBLE Balance: $0.00 $30.37 ',0.'00 Kilmore Eye Associates * 890 Century Drive * Mechanicsburg, PA 17050 * (717) 697-1414 www.firstunJoncredJtcard.com Makecheck J,,,jJJ,J,,j,,j,j,,j,,jj,,,joj,jj,,,,,,jjj,j,,,,jj,j payab/e BA-NKCARD SERVICES P.O. BOX 15019 WII2'IINGTON, DE 19886-5019 For a(=count Information ceil 1-800-477-9131 Print change of addrells or new telel~o~e number below Address Olty Slate Zlc CARDHOLDER SINCE 1976 ACCOUNT NUMBER PAYMENT DUE DATE NEW BALANCE TOTAL j 04/03/02 ] [ $54.95 TOTAL MINIMUM PAYMENT DUE AMOUNT ENCLC~ED [ DETACH TOP PORTION AND RETURN WITH PAYMENT HUGH H DODSON 129 CRAFTON AVE PITMAN NJ 08071-154629 UnitedWater" ,,.o PAYMBN?S THRU ~3/0~/02 ~? BA~ANCS ~ORWA~ ~GISTER ANY QUESTIONS OR ~ CO~LAINTS ABOUT THIS BILL ~-~/ CURRENT B~LL CHARGES PRIOR TO THE DUE DATE TO= SERVICE CHARG~ WATER CHARGES UNITED WATER PENNSYLVANIA 4211 E PARK CIRCLE PO BOX 4151 HARRISBURG, PA 17111-0151 PHONE. 717-564-3662 TOLL FREE= 1-888-299-8972 TOTAL CURRENT CHARGES TOTAL AMOUNT DUE DATE DUE 03/25/02 20.95 20.95CR $0.oo $13,90 $13.90 METER READINGS 02/28/02 187 01/31/02 183 ;- ~ ;O~S~T[O~, ... ~ ;M~ ·...; . ,, , , , , ,, , ., ., . ., DECLARED" w~, ,o s~, w~,~ s o . . u · NITEDWATER.COM/UWPA/ OR CALL THE TOLL-FREE DROUGHT HOTLINE AT CALL UNITED WAT~M BI hr., DATE 0:3/04/02 2605 ROSEGARDEN BLVD ~r,c;iuItt numbs; 259904 $13.90 ~3~0 ooo o%o%o · V N,iZ lwireless  i~ lof3 'invoice Nilnber: Your Monthl~ StltOl~mm LO0~ 1( Equlpmm~ Chmg~ .. R~lllld till 8tBte Tax '~Og~l Tax : ~'.,? ' Corning soon...a new look to your bill. details insicle tlds but. ,,~ a remincler... Our moorOs indicate your accm~ ie, now ~ clue. If payme~ has bean maileO, plea~ cli~rlOmO this CMl Cuelo~ner Selvlr, I II l.lO0.tl~D4 (or '811 from your (mliul~ phofl~). VlJlt UI .011 OUr Account 717 697 5919 008 96 Y Page 1 of 5 HUGH H DODSON 2605 ROSEGARDEN BLVD N MECHANICBG PA 17055-5312 I"'lll',,lll,,,,I,l,,I,l,,I,l,,,ll,,,,ll,,I,IIl,,,,i,l,,ll,,i Account Summary Amount &Last Bill Payments through Feb 21 23.80 Balance 23.80CR Current charges .00 Verizon Charges Current Charges 28.49 28.49 Total Amount Due $28.49 ~a.~ Please w~te in amount enclosed and send this cot~pon witlt your clteck or money order in US. funds to address below. Billing ~)~a~ee:' · February 15, 2O02 Customrer Account No: 403414503-00001 Invoice Number: 0337371272 Your Monthly Statement *Total current charges includes late payrnenl charges if applicable. . -. Call Custom~/l.sSiteurVslC,,e" ~ 1-800-9_~_~. 4 (or '611 from our ~'~eese see reverse si~, _-_-_ .-.., ,.,ur web Site at · ,_ y cellular phone. re for an explanation ' www.venzonw~re!ess.co ) on how to mad your bill and the a~C~r~ss for all written communication, RE¥*I,¥) F_~ + (~-nm O M IMNO2EWR iETAALNTcHEO FTA~P E22TSuYRLNVA N I A ' I BENEFICIARIES ESTATE OF FILE NUMBER RELATIONSHIP TO AMOUNT OF NUMBEI; NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY Do Not List Trustee(s) OF ESTATE ]. TAXABLE DISTRIBUTIONS [include outright spousal distributions and tmnsfem under Sec. 9116 (a) (1.2)] ' 1. Michael H. Dodson 3681 Rivedand Road Son 20% Ft. Lauderdale, FL 33312 2. Sherril A. Almasy 129 Crafton Avenue Daughter 20% Pitman, NJ 08071 3. Linda Wojciechowski 7484 Catalpa Drive Daughter 20% Macungie, PA 18062 4. Deborah L Dodson 6 Tall Oak Drive Daughter 20% Mechanicsburg, PA 17050 5. John R. Dodson 2700 Mary Street Son 20% Slidell, LA 70458 II. ENTER DOLLAR AMOUNTS FOR DISTRIBUTIONS SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV-1500 COVER SHEET 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) PLEASE FILE THIS REPORT WITHIN TWO YEARS OF DATE OF REGARDLESS OF THE STATUS OF THE ESTATE. IF ESTATE COMPLETED, FILE A 6.12 FORM YEARLY UNTIL COMPLETION STATUS REPORT UNDER RULE 6.12 Name of Decedent: Barbara Jeanne Dodson a/k/a Barbara W. Dodson Date of Death: January 28, 2002 Estate No.: 2002-00124 Pa. No. 21-02-0124 DEATH IS NOT Pursuant to Rule 6.12 of the Supreme Court Orphans' Court Rules, I report the following with respect to completion of the administration of the above-captioned estate: 1. State whether administration of the estate is complete: Yes X No Date: If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 7/30/02 If the answer to No. 1 is Yes, state the following: A. Did the personal representative file a final account with the court9 Yes No X ' B. The separate Orphans' Court No. (if any) for the personal representative's account is:__ (Not Applicable in Dauphin County) C. Did the personal representative state an account informally to the parties in interest? Yes X No D. Copies of receipts, releases, joinders and approvals of formal or informal accounts may be filed with the Clerk of the Orphans' Court and may be attached to this report. ~ ~' ~i~nature Antho~ny J. Foschi~Esquire Name(Please type of print) ~ ~JF/kjn: 145599 Capacity: P.O. Box 888,__Harrisburg, PA 17108 Address ~717~L763-1121 Telephone No. X Personal Representative Counsel for Personal Representative BUREAU OF .INDZVID]JAL TAXES TNHERZTANCE TAX DZVZSZON DEPT. 280601 HARRISBURG, PA 17126-0601 CONNONWEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE NOTICE OF INHERITANCE TAX APPRAZSENENT, ALLO#ANCE OR DZSALLO#ANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ANTHONY J FOSCHI SHUHAKER WILLIAHS PO 80X 88 ~ HBG PA'i7108 DATE 09-10-2002 ESTATE OF DODSON DATE OF DEATH 01-28-2002 FILE NUHBER 21 02-0124 COUNTY CUHBERLAND ACN 101 I Amoun~ Rami~od REV-'I6dI? EX AFP C02-OZ) BARBARA J HAKE CHECK PAYABLE AND RENZT PAYHENT TO: REGISTER OF WILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~ REV-1547 EX AFP (01-02} NOTICE OF INHERITANCE TAX APPRAZSEHENT, ALLOWANCE OR DISALLOWANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF DODSON BARBARA J FILE NO. 21 02-0124 ACN 101 DATE 09-10-Z002 TAX RETURN NAS: ( ) ACCEPTED AS FILED ( X} CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERS~ APPRAISED VALUE OF RETURN BASED ON: ORIGTNAL RETURN 1. Real Es~a~a (Schedule A) (1) 2. S~ocks end Bonds (Schedule B) (2) $. Closely Held S~ock/Par~narship Zn~aras~ (Schedule C) 4. Hor:~gagas/No~as Roce/vable (Schedule D) (4) E. Cash/Bank Doposi~s/Hisc. Personal Propar~y (Schedule E) (5) 6. Jointly Owned Propar~y (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. To,al Assa~s APPROVED DEDUCTIONS AND EXEHPTZONS: 9. Funeral Exponsos/Adm. Cos~s/Nisc. Expenses (Schedule H) (9) 10. Deb~s/Hor~gaga LiabilL~ies/Lians (Schedule Z) (10) 11. To,al Deductions 12. Na~ Value of Tax Ra~urn 156/000.00 .00 .00 .00 21/027.37 4/855.68 86/629.67 (8) 22,894.40 NOTE: To insure proper credi~ ~o your account, submi~ ~ha upper portion of ~h~s form wi~h your ~ax payment. 13. 14. NOTE: ASSESSHENT OF TAX: 248,512.72 IF PAID AFTER DATE /NDZCATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. (la) .00 x O0 = .00 (16) 211,617.97 x 045= 9,522.81 (17) .00 x 12 = .00 (18) .00 x 15 = .00 (19)= 9,522.81 AHOUNT PAID 9,2:53.65 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 9,709.79 186.98CR .00 186.98CR ( ZF TOTAL DUE ZS LESS THAN SI, NO PAYHENT IS REgUZRED. IF TOTAL DUE ZS REFLECTED AS A 'CREDIT' (CR), YOU NAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORN FOR INSTRUCTIONS.) 15. Amoun~ of L/ne 14 16. Amount: of L/ne 1~ ~axable eJ: Lineal/Class A ra4:o 17. Amoun~ of Line 14 e4: Sibling re~o 18. Amoun~ of Line 1~ ~axable a~ Collateral/Class B ra~e 19. Principal Tax Due TAX CREDZTS: PAYH~NT REC~ZPT DZSCOUNT (+J DATE NUHBER ZNTEREST/PEN PAZD (- 0~-22-2002 CD001098 ~76. Chari:~able/Governmon~al Bequests; Non-alack:ad 9115 Trus4:s (Schedule J) (1~) . O0 Na~ Value of Es:~a:ko Subjac~ 4:o Tax (14) 211,617.97 Zf an assess, ant ~as lssued previously, lines 14, 15 and/or 16, 17, 18 and 19 ,ill reflect flgures that /nclude the total of ALL returns assessed to date. 14/000.35 (11) 36.89~.75 (12) 211,617.97 RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTZONS: ADNIN- ISTRATIVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before December 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) banaficiarias of the decedent after the expiration of any estate for life or for years) tho Commonaaalth hereby expressly reserves fha right to appraise and assess transfer Inheritance Taxes at the lamful Class B (collateral) rate on any such future interest. To ~ulfill the requirements of Section 21~0 of the Inheritance and Estate Tax Act, Act 23 of 2000. (72 P.S. Section 91~0). Detach the top portion of this Notice and submit with your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: RESISTER OF NXLLSj AGENT A refund of a tax credit, ehich ams not requested on tha Tax Return, may bo requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of Nills, any of the 23 Revenue District Offices, or by calling the special Z~-hour enamoring service for forms ordering: 1-800-362-Z050; services for taxpayers eith special hearing and / or speaking needs: 1-800-q~7-3020 (TT only). Any party in interest not satisfied aith the appraisement) alloamnca, or disalloaence of deductions, or assessment of tax (including discount or interest) as sheen on this Notica must object eithin sixty (60) days of receipt of this Notice by: --aritten protest to the PA Department of Ravenua, Board of Appaals, Dept. 281021) Harrisburg, PA 17128-1021) OR --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. Factual errors discovered on this assassmant should be addressed in eriting to: PA Department of Revenue) Bureau of Individual Taxes, ATTN: Post Assessment Reviee Unit, Dept. 280601, Harrisburg, PA 17128-0601 Phone (717) 787-6505. See page 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-1501) for an explanation of administratively correctable errors. [f any tax due is paid within three (5) calendar months after the decedent's death, a five percent (52) discount of the tax paid is alloaed. The 152 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 tha same manner and in tha the same time period as you would appeal the tax and interest that has been assessed as indicated on this natica. Interest is charged beginning aith first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes ehich bacama delinquent before January 1, 1982 bear interast at the rate of six (62) percent par annum calculated at a da(Iv rate of .00016~. All taxes which became delinquent on and after January l, 1982 will bear interest at a rate which mill vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through Z002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 ZOZ .0005~8 1992 97. .0002~7 1983 162 .000~38 1993-199~ 77. .000192 198~ 112 .000301 1995-1998 97. .0002~7 1985 132 .000356 1999 7Z .000192 1986 102 .00027~, ZOO0 8X .000219 1987 92 .0002~7 ZOOl 9Z .0002~7 1988-1991 llZ .000301 2002 62 .00016~* --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUHBER OF DAYS DBLZNI~UBNT X DATLY 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, additional interest must be calculated. REV-1470 EX (6-88) COMMONVVEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 ,-, ........ _HARRISBURG PA 17128-0601 DECEDENTS NAME ........ Barbara J. Dodson John Kuchinski SCHEDUL INHERITANCE TAX EXPLANATION OF CHANGES EXPLANATION OF CHANGES The taxable amount on Line 16 of the recapitulation page has been adjusted, correctly carrying down the Net Value Subject to Tax from Line 14. ROW Page 1 BUREAU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPT. 28060'1 HARRISBURG,, PA 17128-0601 COHHONI/EALTH OF PENNSYLVANZA DEPARTHENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT DATE 09-$0-2002 ESTATE OF DODSON DATE OF DEATH 01-28-2002 "i"~! , _.-- - FILE NUHDER 21 02-0124 ANTHONY J FOSCHI COUNTY CUHBERLAND SHUMAKER WILLIAMS ACH 101 PO BOX 88 ~. Amount Remitted HBO PA'17108 REV-ZdO? EX &FP (01-02) BARBARA d HAKE CHECK PAYABLE AND REHIT PAYHENT TO: REGISTER OF I/ILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit to your account, submit the upper portion of this form with your tax Payment. ~V 1607 EX AFP (01 02) #N~ INHERITANCE TAX STATEHENT OF AC~O~I-f'-~ ..................... ESTATE OF DODSON BARBARA J FZLE NO. 21 02-0224 ACH 101 DATE 09-30-2002 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATUS OF THE STATED ACH IN THE NAMED ESTA-~. SH~ BELO# IS A SUHHARY OF THE PRINCIPAL TAX DUE, APPLICATION OF ALL PAYMENTS, THE CURRENT BALANCE, AND, IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: 09-05-2002 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): PAYHENT DATE 04-22-2002 09-15-2002 RECEIPT NUMBER CD001098 REFUND ~COUNT (+) INTEREST/PEN PAID 476.14 .00 AMOUNT PAID 9,233.65 186.98- 9,522.81 ZF PAID AFTER THZS DATE, SEE REVERSE SZDE FOR CALCULATION OF ADDITZONAL INTEREST. ( ZF TOTAL DUE IS LESS THAN $1, NO PAYMENT ZS REQUIRED. TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 9,522.81 .00 .00 .00 ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SZDE OF THZS FORM FOR INSTRUCTIONS. PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- if RES[DENT DECEDENT make check or money order payable to: REGISTER OF NILLS, AGENT. If NON-RESIDENT DECEDENT make check or money order payable to: COMHONNEALTH OF PENNSYLVANIA- REFUND (CR): A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an .Appiication for Refund of Pennsylvania inheritance and Estate Tax" (RE¥-1313). AppIications are available at the Office of the Register of #ills, any of the Z3 Revenue District Offices or from the Department's Z4-hour answering service for fores ordering: [-800-36Z-g050~ services for taxpayers with specie! hearing and / or speaking needs: 1-800-q47-3OgO (TT onlY). REPLY TO: Guastions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of [ndividuaI Taxes, ATTN: Post Assessment Review Unit, Dept. Z8060[, Harrisburg, PA 17lZ8-060i, phone £717) 787-6505. DISCOUNT: [f any tax due is paid within three (3) calendar months after the dacedant's death, a five percent (SI) discount of the tax paid is allowed. PENALTY: The 15Z tax amnesty non-participation penalty is computed on the total of the tax and interest assessed, and not paid before January 18, lg96, the first day after the end of the tax amnesty period. [NTEREST: interest is charged beginning with first day of delinquency, ar nine (9) months and one (1) day fram the date of death, to the date of payment. Taxes which became delinquent before January 1, 198Z bear interest at the rate of six (6Z) percent per annum calculated at a daily rate of .000164. All taxes which became delinquent on and after January 1, 19&2 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 1962 through ZOOZ are: interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 ZOZ .000540 1992 9Z .O00Zq7 1985 16Z .O00~3& 1993-199q 7Z .O0019Z 1984 11X .000301 1995-199B 9X .000Z~7 1985 13Z .000356 1999 7Z .OO019Z 1986 lOX .000Z74 ZOO0 8Z .000Z19 1987 9Z .O00Z~7 2001 9Z .O00Zq7 1988-1991 1XZ .000301 ZOOZ 6Z .000164 --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBER OF DAYS DELINQUENT X DAILY INTEREST FACTOR --ANY Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment, if payment is made after the interest computation date shown on the Notice, additional interest must be caIcuIatad. BUREAU OF TNDTVTDUAL TAXES ZNHERTTANCE TAX DZVTSTON DEP1 ~ 280601 HARRISBURG,, PA 17128-0601 MICHAEL H DODSON 5681RZVERLAND RD FT LAUDERDALE COHNONNEALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX RECORD ADJUSTHENT JOINTLY HELD OR TRUST ASSETS FL 33312-0000 RE¥~I~D~ EX &FP (01-05) DATE 03-27-2005 ESTATE OF DODSON BARBARA J DATE OF DEATH 01-Z8-ZOOZ FILE NUNBER 21 02-01Iq ~.CDUNTY CUHBERLAND SSN/DC 577-32-8~2 ACN 02113360 A.oun~ Remi~ed HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF NILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17013 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1604 EX AFP (01-03) ## INHERITANCE TAX RECORD ADdUSTHENT dOZNTLY HELD OR TRUST ASSETS DATE 03-27-Z003 ESTATE OF DODSON BARBARA J DATE OF DEATH 01-28-2002 COUNTY CUNBERLAND FILE NO. 21 02-012~ S.S/D.C. NO. 577-32-8~2 ACN 02113360 ADJUSTHENT BASED ON: ADHINISTRATIVE CORRECTION dOZNT OR TRUST ASSET ZNFORHATZON FINANCIAL INSTITUTION: HEHBERS 1ST FCU ACCOUNT NO. 16171~-00 TYPE OF ACCOUNT: eX) SAVINGS ¢ ) CHECKING ( ) TRUST ¢ ) TIHE CERTIFICATE DATE ESTABLISHED 09-03-1996 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions - Taxable Amount Tax Rate X Tax Due .00 0.500 .00 .00 .00 .~5 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHZT THE UPPER PORTION OF THIS NOTICE NZTH YOUR TAX PAYHENT TO THE REGISTER OF NZLLS AT THE ADDRESS SHONN ABOVE. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF NZLLS, AGENT." TAX CREDZTS: PAYNENT DATE RECEIPT NUHBER DISCOUNT (+) INTEREST/PEN PAID (-) AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAZD AFTER THZS DATE, SEE REVERSE FOR CALCULAT/ON OF ADDZTZONAL ZNTEREST. ZF TOTAL DUE IS LESS THAN $1, NO PAYHENT 1S RE~U/RED. ZF TOTAL DUE 1S REFLECTED AS A "CRED/T" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE S/DE OF THZS FORH FOR /NSTRUCT/ONS.) .00 .00 .00 ,00 PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- Hake check or money order payable to: REGTSTER OF NTLLS, AGENT. REFUND (CR): A refund of a tax credit, ahich Has 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 Mills, any of the 23 Revenue District Offices or from the Department's 2q-hour answering service for forms ordering: 1-BO0-:56Z-ZO50; services for taxpayers with special hearing and / or speaking needs: 1-BOO-0,q7-30ZO (TT only). REPLY TO: Questions regarding errors contained on this notice should ba addressed to: PA Department of Revenue, Bureau of Individual Taxes, ATTN: Post Assessment Review Unit, Dept. ZB0601, Harrisburg, PA 17128-0601, Phone (717) 787-6585. DISCOUNT: If any tax due is paid within three (3) calendar months after the dacedent's death, a five percent (523 discount of the tax paid is allowed. PENALTY: The 152 tax amnesty non-participation penalt.v is computed on the total of the tax and interest assessed, and nat paid before January 18, 1996, the first day after the end of the tax amnesty period. INTEREST: Interest is charged beginning with first day of delinquency or nine (9) months and one El) day from the date of death to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (67') percent per annum calculated at a daily rate of .000160,. All taxes which became delinquent on and after January 1~ 1982 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2003 ara: Interest Daily Interest Oaily Interest Daily Year Rate Factor Yea.~r Rate Factor Year Rate Factor 1982 207. . n 00R0,8 1987 97. .00020,7 1999 77. .000192 196:5 167' .0000,38 1988-1991 117' .000301 ZOO0 87. .000219 1980, 117. .000301 1992 92 .00020,7 2001 97' .00020,7 1985 13Z .000356 1993-1990, 77' .000192 2002 62 .000160, 1986 107. .00027q 1995-1998 92 .00020,7 2003 57' .0001:57 --Interest is calculated as follows: /NTEREST = BALANCE OF TAX UNPA/D X NURBER OF DAYS DELI'N~UENT X DA/L¥ I'NTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen (15) days beyond the date of the assessment. If payment is made after the interest computation date shown on the Notice, additional interest must bm calculated. BUREAU OF INDIVIDUAL TAXES ZHHERTTANCE TAX DTVTSTON DEPl. * Z80601 HARRISBURG, PA 17128-0601 MICHAEL H DODSON 5681 RIVERLAND RD FT LAUDERDALE FL $$51Z-0000 COHHON#EALTH OF PENNSYLVANIA DEPARTHENT OF REVENUE INHERITANCE TAX RECORD ADJUSTHENT JOINTLY HELD OR TRUST ASSETS DATE 05-27-2005 ESTATE OF DODSON DATE OF DEATH 01-28-ZOOZ FILE NUMBER COUNTY --. SSN/DC ACH 21 OZ-OIZ4 CUHBERLAND 577-52-8442 0Zl15559 Amoun'~ Remi~ed RE¥-I&O~ EX &FP COl-OS) BARBARA J HAKE CHECK PAYABLE AND REHZT PAYHENT TO: REGISTER OF HILLS CUHBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTION FOR YOUR RECORDS REV-1604 EX AFP (01-03) #~ INHERITANCE TAX RECORD ADJUSTHENT JO/NTLY HELD OR TRUST ASSETS #~ DATE 05-27-2005 ESTATE OF DODSON BARBARA J DATE OF DEATH 01-Z8-ZOOZ COUNTY CUHBERLAND FILE NO. 21 02-0124 S.S/D.C. NO. 577-52-8442 ACH 02115559 ADJUSTMENT BASED ON: ADMINISTRATIVE CORRECTION JO/NT OR TRUST ASSET INFORHATZON FINANCIAL INSTITUTION: MEMBERS 1ST FCU ACCOUNT NO. 161714-11 TYPE OF ACCOUNT: ( ) SAVINGS (X) CHECKING ( ) TRUST ( ) TINE CERTIFICATE DATE ESTABLISHED 09-05-1996 Account Balance Percent Taxable X Amount Subject to Tax Debts and Deductions - Taxable Amount Tax Rate X Tax Due .00 0.500 .00 .00 .00 .00 NOTE: TO INSURE PROPER CREDIT TO YOUR ACCOUNT, SUBHZT THE UPPER PORTION OF THIS NOTICE NZTH YOUR TAX PAYHENT TO THE REGISTER OF HILLS AT THE ADDRESS SHONN ABOVE. HAKE CHECK OR HONEY ORDER PAYABLE TO: "REGISTER OF gILLS, AGENT." TAX CREDITS: PAYHENT RECEIPT DISCOUNT (+) DATE NUMBER INTEREST/PEN PAID (-) AHOUNT PAID TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE ZF PAID AFTER THIS DATE, SEE REVERSE FOR CALCULATION OF ADDITIONAL INTEREST. ZF TOTAL DUE ZS LESS THAN $1, NO PAYHENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A "CREDIT" (CR), YOU HAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORH FOR INSTRUCTIONS.) .00 .00 .0O .00 PAYMENT: Detach the top portion of this Notice and submit with your payment made payable to the name and address printed on the reverse side. -- Hake check or money order payable to: REGTSTER OF NTLLS, AGENT. 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 and Estate Tax" (REV-1313). Applications ara available at the Office of the Register of Wills, any of the g3 Revenue District Offices or from the Department's gq-hour answering service for forms ordering: 1-800-$60-2050~ services for taxpayers with special hearing and / or speaking needs: 1-800-qq7-30Z0 (TT only). REPLY TO: questions regarding errors contained on this notice should be addressed to: PA Department of Revenue, Bureau of Individual Taxes) ATTN: Post Assessment Review Unit, Dept. g80601) Harrisburg, PA 171g8-060[, Phone (717) 787-6505. DISCOUNT: [f any tax due is paid within three (3) calendar months after the dacadent's death, a five percent eSI) discount cf the tax paid is allowed. PENALTY: 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 and of the tax amnesty period. INTEREST: Interest is charred beginning with first day of delinquency or nine (9) months and one (13 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 (613 percent par annum calculated at a daily rate of .OOO16q. All taxes which became delinquent on and after January 1, 1981 will bear interest at a rate which will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 198Z through gOOS ara: Interest Daily Interest Daily Interest Daily Rate Factor Yea~ Rate Factor Yea_~r Rate .Factor 1982 ZOZ .000548 1987 91 .000247 1999 71 .000Z92 1983 161 .000438 1988-1991 XZZ .000501 ZOO0 81 .000119 1984 117. .000301 1991 91 .000247 ZOOZ 91 .000247 1985 131 .000356 1995-1994 71 .000192 2002 61 .000164 1986 107. .000274 1995-1998 91 .000247 2003 51 .000137 --Zntarest is calculated as follows: ZNTEREST= BALANCE OF TAX UNPATD X NUNBER OF DAYS DELTNQUENT X DAXLY TNTEREST 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 sade after the interest computation date shown on the Noticaj additional interest must be calculated. ~.,,~o ~× (>~) INHERITANCE TAX .. ~ EXPLANATION OF CHANGES ~w~' o~ ~s~v~ ~ ~ ~ ~F tNDIVIDU AL ~ BUE~u ~EPT. 2~0601 .... ~ ~ ~BA~ARA j DoDSON  02'113359,60 phytlis Hoch ExPLANATtON OF CHANGES ADJUSTED ABOVE ACN'S TO zERO. REPORTED ON pROBATE RETURN sCH F. ROW