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Home My WebLink About02-0180Register of Wills of Cumberland County, Pennsylvania PETITION FOR GRANT OF LETTERS Estate of Gerald Po Stan~ also known as Cynthia A. Daron Petitioner(s), who is/are 18 years of age or older, apply(les) for: , Deceased .o. /-oA-I go Social Security No. 3 3 7 - 50 - 120 9 (COMPLETE 'A' or 'B' BELOW:) A. Probate and Grant of Letters Testamentary and aver that Petitioner{s) is/are the execut the Decedent, dated and codicil(s) dated None named in the last Will of State relevant circumstances, e.g., renunciation, death of executor, etc. Except as follows, Decedent did not marry, was not divorced, and did not have a child born or adopted after execution of the documents offered for probate; was not the victim of a killing and was never adjudicated incompetent: B. Grant of Letters of Administration (c.t.a.; d.b.n.c.t.a; pendente lite; durante absentia; durante minoritate) Petitioner{s) after a proper search has/have ascertained that Decedent left no Will and was survived by the following spouse (if any) and heirs: Name Relationship Residence Richard C. Stan~ Father 5043 E.Escondido Ave, Mesa, AZ 85206 (COMPLETE IN ALL CASES:) Attach additional sheets if necessary. Decedent was domiciled at death in Cumberland County, Pennsylvania with his/her last family or principal residence at 8 Smiley Drive, Silver Decedent, then 44 years of age, died 01/11/2002 Spring Township, Mechanicsbur~, (list~reet, number, and municipalS) at Harrisbur~ Hospital, PA (Location) Decedent at death owned property with estimated values as follows: (If domiciled in PA) All personal property (If not domiciled in PA) Personal property im Pennsylvania (If not domiciled in PA) Personal property in County Value of real estate in Pennsylvania PA 17050 133,000.00 90,000.00 situated as fotlows: 8 Smiley Drive Mechanicsbur~, PA 17050 Wherefore, Petitioner(s) respectfully request(s) the probate of the last Will and Codicil(s) presented with this Petition and the grant of letters in the appropriate form to the undersigned: Sicjnature Typed or printed name and residence ~i~ ~ ~ Cynthia Ao Daron f~\ ~ , ~j~ ~ 26 Half Mile Drive Gardners Pa 17324 Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form RW-10991) Oath of Personal Representative Commonwealth of Pennsylvania County of Cumberland The Petitioner(s) above-named swear(s) or afffirm(s) that the statements in the foregoing Petition are true and correct to the best of the knowledge and belief of Petitioner(s) and that, as personal representative(s) of the Decedent, Pet t oner(s) will well and truly administer the estate according to law. Sworn to or affirmed and subscribed 0~,A'V~L~t'~ Cyhthla A~ Daron before me this 15t~ay of February 2 0 0 2 // For the Register ~ Ma~ ~'. Lewis ' ~' No. 21-2002-180 Estate of Gerald Po Stan~ Deceased Social Security No: 337- 50-1209 Date of Death: 01/11/2002 AND NOW, Februar~ 15th , 2002 , in c~eratioq,~ of the Pet~ion on the reverse side hereon, satisfacto~ proof having been presented before me, IT IS DECREED that Le~ers ~ Testamenta~ ~ Of Admini~rafion ' are hereby granted to (c.t.a.; d.b.n.c.t.a.; pendente lite; durante ab~elttia; dur~nte minoritate) in the above estate and that the instrument(s) dated described in the Petition be admitted to probate and filed of record as the last Will of Decedent 2?0.00 d. /,g-,) Register of V~ills Mary C. LewiS Letters ........... $ Short Certificate(s)..15 , $ 45.00 Renunciation .... 1, . . . $ 5 · 00 Affidavits ( ) $ Extra Pages ( ) .... $ Codicil .......... $ JCP Fee .......... $ 5.00 Attorney: Wayne E. Bradburn i.D. No: 70227 Criffith Strickler Address: 110 South Northern Way York, PA 17402 Telephone: 717/757-7602 Inventory .......... $ Other ........... TOTAL ......... $ 325.00 LETTERS WILL BE Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, ~nc. PICKED UP BY ADMINISTRATRIX Form RW-1 (1991) Register of Wills of Cumberland County, Pennsylvania Estate of Gerald P. Stan8 also known as RENUNCIATION No. 21-2002-180 , Deceased The undersigned, Father and Residuary Beneficiary (Relationship) (Capacity) nhow~ I')ecedent herebv renounce(s) the right to administer the estate and respectfully request(s! that Letters be issued to of Cynthia A. Daron (Signature) Richard C. Stan~/ 5043 E. Escondido Ave. Mesa, AZ 85206 (Address) (Signature) (Address) (Signature) (Address) Sworn to or affirmed and subscribed befo re me this ~x~.~(-'.~..~. day My Comm,ssion Expires: I I -- ~ - (Signature and seal of Notary or other official qualified to administer oaths. Show date of expiration of Notary's commission.) NOTE: Renunciations executed outside the Office of Register of Wills in some counties are required to be notarized. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #RW-4 (1991) 105.805 REV 9/86 This is to certify that the information here given is correctly copied from an original certificate of death duly filed with me as Local R, egistrar. The original certificate will be forwarded to the State Vital Records Office for permanent Yding. WARNING: It is illegal to duplicate this copy by photostat or photograph. Fee for this certificate, $2.00 P 8010454 No. Local Registrar U' J Da're ' COMMONWEALTH OF PENNSYLVANIA o DEPARTMENT OF HEALTH · VITAL RECORDS CERTIFICATE OF DEATH ,- Gerald P. Stang ,. Male ,. 337 -- 50 -- 1209 44 ~,. : Mar 6, 1957 · e~. *~ Harrisburg Hospital i,~.,,,. ~o ~.~.,~ . . ,, White ,. ~,. ,~.: ,~ ,~ u.. ,~... ~ Auto Repair E~..,.,,,.,~...~.,~ ~ ,,.. Service Technician ,,~ ,z ,~. ¢,a 12 "*~'~' .. Never Married ^cl~c~[u,._ ,~.. Si.,. Pennsylvania ,~..1~ Silver Sprin,q 8 Smiley Drive REa~.C~ ~ ~'~'~'"""~'""' , Mechanicsburg, Pennsylvania 17~t~s""''''~'~'~ ""'~" ~' ~°~ Cumberland ,--..~? .~ ~,".E.'S.~E~.~ ~.. ~.~ Richard C. Stang .OT.E.'S.~,~.. u.,~. ~,.~ J'~E. Phyllis M Brook 26 Half Mile Drive Gardners, PA 17324 a,, Gate of Heaven Cemetery ' a,,, Mechanicsburg Pa. 17055 Jan 15, 2002 Myers Funera Home, Inc. 37 East Main Street Mechanicsburg, Pa 17055 LICENSE HUM I~,E R IO, e'E SIGNED I 21Z2002-180 CERTIFICATION OF NOTICE UNDER RULE 5.7 Name of Decedent: Gerald P. Stang Date of Death: January 11, 2002 Admin. No.: 21-02-0180 To the Register: I certify that notice of beneficial interest required by Rule 5.7 of the Orphans' Court Rules was served on or mailed to the following beneficiaries of the above-captioned estate: Name Address Richard C. Stang 5043 East Escondido Ave Massa AZ 85206 Notice has now been given to all persons entitled thereto under Rule 5.7. Date: ~:~/~o/~9 z.__~ Signature: Name · Wayne E. Bradbum, Jr., Esquire Address · 110 S. Northern Way York, PA 17402 Telephone: (717) 757-7602 Capacity: Counsel for Personal Representative COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 RECEIVED FROM: PENNSYLVANIA INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. REV-1162 EX(11-96) CD 001021 BRADBURN WAYNE E GRIFFITH STRICKLER 110 SOUTH NORTHERN WAY YORK, PA 17324 ........ fold ESTATE INFORMATION: SSN: 337-50-1209 FILE NUMBER: 2102-01 80 DECEDENT NAME: STANG GERALD P DATE OF PAYMENT: 04/01/2002 POSTMARK DATE: 03/28/2002 COUNTY: CUMBERLAND DATE OF DEATH: 01/11/2002 REMARKS' TOTAL AMO WAYNE E BRADBURN ESQUIRE SEAL CHECK# 105 INITIALS: RECEIVED B~ REGISTER OF Wll REV-1500 EX + (6-00) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE DEPT. 28O6O1 HARRISBURG, PA 17128-0601 DECE- DENT CHECK APPRO- PRIATE BLOCKS COR- RE- SPON DENT RECA- PITULA- TION REV-1500 INHERITANCE TAX RETURN RESIDENT DECEDENT DECEDENT'S NAME (LAST, FIRST, AND MIDDLE INITIAL) Stang Gerald p DATE OFDEATH(MM-DD-YEAR)01/11/2002 IDATEOFBIRTH(MM-DD-YEAR)03/06/1957 (IFAPPLICABLE) SURVIVING SPOUSE'SNAME(LAST, FIRST, AND MIDDLEINITIAL OFFICIAL USE ONLY FILE NUMBER 21 2002 0180 COUNTYCODE YEAR NUMBER SOCIAL SECURITY NUMBER 337-50-1209 THIS RETURN MUST BE FILED IN DUPLICATE WITH THE REGISTER OF WILLS SOCIAL SECURITY NUMBER 1. Original Return I 2. Supplemental Return 4. Limited Estate 4a. Future lnterest Compromise (date of death after 1Z- 1Z-87) 6. Decedent Died Testate 7. Decedent Maintained a Living Trust (Attach copy of Will) (Attach a copy of Trust) 9. Litigation Proceeds Received 10. Spousal Poverty Credit(date of death between 12-31-91 and 1-1-95) NAME Peter D. Solymos, Esq. FIRM NAME (If Applicable) Griffith Strickler TELEPHONE NUMBER 717-757-7602 3. Remainder Return (date of death prior to 12-13-82) 5. Federal Estate Tax Return Required 0 8. Total Number of Safe Deposit Boxes ] 1 1. Election to tax under Sec. 9113(A) (Attech Sch O) COMPLETE MAILING ADDRESS 110 South Northern Way York, PA 17402 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) r-~ Separate Billing Requested (6) 7~ Inter-Vivos Transfers & Miscellaneous Non-Probate Property (Schedule G or L) (7) 125,000 0 0 0 65, 786 0 0 i'~FICIAL USE ONLY 8. Total Gross Assets (total Lines 1-7) (8) 9. Funeral Expenses & Administrative Costs (Schedule H)(9) 3 3, (52 7 10. Debts of Decedent, Mortgage Liabilities, & Liens (Schedule I) (10) 1,6 6 9 11. Total Deductions (total Lines 9 & 10) (11 ) 12. Net Value of Estate (Line 8 minus Line 11 ) (12) 13. Charitable and Governmental Bequests/Sec 9113 Trusts for which an election to tax (13) has not been made (Schedule J) 14. Net Value Subject to Tax (Line 12 minus Line 13) (14) 190,786 35,295 155,491 0 155,491 SEE INSTRUCTIONS ON PAGE 2 FOR APPLICABLE RATES 15. Amount of Line 14 taxable at the spousal tax rate, or transfers under Sec. 9116 (a)(1.z) 16. Amount of Line 14 taxable at lineal rate 17. Amount of Line 14 taxabJe at sibling rate 18. Amount of Line 14 taxable at collateral rate 19. Tax Due 0 x.0 00 (15) 0 TAX 155,491 x.0 0.045 (16) 6,997 COMPU- 0 x.12 (17) 0 TATION 0 x.15 (18) 0 20. 0 PA15001 NTF Z9755 Copyright ZOO0 Greatland/Nelco LP - Forms Software Only PA REV-1500 EX (6-00) Decedent's Complete Address: STREET ADDRESS Page 2 8 Smiley Drive Cumberland CITY Mechanicsburg Tax Paymei~L~ and Credits: ISTATE PA ZIP 17050 Tax Due (Page 1 Line 19) Credits/Payments A. Spousal Poverty Credit B. Prior Payments C. Discount Interest/Penalty if applicable D. Interest E. Penalty 0 7,000 368 0 0 (1) Total Credits (A + B + C) (2) Total Interest/Penalty (D + E) (3) 6, 997 7,368 0 4. If Line 2 is greater than Line 1 + Line 3, enter the difference. This is the OVERPAYMENT. Check box on Page 1 Line 20 to request a refund (4) 3 71 5. If Line 1 + Line 3 is greater than Line 2, enter the difference. This is the TAX DUE. (5) 0 A. Enter the interest on the tax due. (5A) 0 B. Enter the total of Line 5 + 5A. This is the BALANCE DUE. (5B) 0 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; ....................................... ~ 1 b. retain the right to designate who shall use the property transferred or its income; ................. c. retain a reversionary interest; or ........................................................ d. receive the promise for life of either payments, benefits or care? .............................. 2. If death occurred after December 12, 1982, did decedent transfer property within one year of death without receiving adequate consideration? ................................................... ~ ~ 3. Did decedent own an "in trust for" or payable upon death bank account or security at his or her death? 4. Did decedent own an Individual Retirement Account, annuity, or other non-probate property which contains a beneficiary designation? ........................................................ ~-~ ~ IF THE ANSWER TO ANY OF THE ABOVE QUESTIONS IS YES, YOU MUST COMPLETE SCHEDULE G AND FILE IT AS PART OF THE RETURN. Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and behef, it ~s true, correct and complete. Dec arat on of preparer other than the personal representative is based on information of which preparer has any' knowledge. SIGNATURE OF PERSON RESPONSIBLE FOR FILING RETURN DATE 08/29/2002 ADDRESS ~ 26 Half Mil~rive SIGN~O~E~ER OTHER THAN REPRESENTATIVE ADDR 'SS' 110 South ~thern Way Gardners, PA 17324 DATE 08/29/2002 York, PA 17402 [7Z P.S. § 9116 (a) (1.1) (i)]. For dates of death on or after January 1, 1995, the tax rate is imposed on the net value of transfers to or for the use of the surviving spouse is 0% [72 P.S. § 9116 (a) (1.1) (ii)]. The statute does not exempt a transfer to a surviving spouse from tax, and the statutory requirements for disclosure of assets and filing a tax return are still applicable even if the surviving spouse is the only beneficiary. For dates of death on or after July 1, Z000: 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% [TZ 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.Z) [7;. 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% [7;' 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. 0 PA15002 NTF 29756 Copyright 2000 Greatland/Nelco LP - Forms Software Only REV- 1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE a REAL ESTATE ESTATE OF FILE NUMBER Gerald P. Stan~ 21 2002 0180 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 bein_q 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. ITE~ NO. 1. 8 Smiley Drive DESCRIPTION Mechanicsburg, PA 17050 (see attached settlement sheet) TOTAL (Also enter on line 1, Recapitulation) (If more space is needed, insert additional sheets of the same size) 9 PA15021 NTF 10871 Copyright 1999 Greatland/Nelco LP - Forms Software Only VALUE AT DATE Of DEATH 125,000 $ 125,000 REV-1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Gerald P. Stang 21 2002 0180 tnciude proceeds of litigation & date proceeds were received by the estate. All prop. jointly-owned with right of survivorship must be disclosed on Sch. F. 10 ITEM NO. 11, 1995 Ford Probe VALUE AT DESCRIPTION DATE OF DEATH Sale price 1995 Ford Truck Sale price Checking #5140237707 PNC Bank Interest accrued to 01/11/2002 (see attached) DIRECTV Refund Discover Card Credit balance Don McKendrick Loan payments Erie Insurance Company Vehicle insurance refund Funds to seller at Real Estate settlement (see attached settlement sheet) Heritage Medical Group Refund Personal property see attached) Total from continuation pages TOTAL(Alsoenteronline5, Recapitulation) 4,400 10,000 3,692 1 74 27 558 854 144 38 3,270 42,730 $ 65,786 (If more space is needed, inset[ additional sheets of the same size) 9 PA15081 NTF 10875 C,o~pyrt~jht 1999 Greatland/Nelco LP - Forms Software Only Estate of: Gerald P. Stan9 Item No. Description 11 Playboy Enterprises Into Subscription refund 12 PNC Brokerage#25743931 (see attached) 13 PP&L Refund Savings#5130350351 PNC Bank Interest accrued to 01/11/2002 (see attached) Sears Disability payments Travelers Insurance Company Refund United States Treasury 2001 Income tax refund Verizon Refund 14 15 16 17 18 Schedule E (Page 2) Value at Date of Death 25,898 14 14,692 6 1,259 80 747 28 Total (Carry forward to main schedule) 42,730 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 Gerald P. Stang 21 2002 0180 This schedule must be completed and filed if the answer to an), of questions 1 through 4 on the reverse side of the REV-1500 COVER SHEET is yes. DESCRIPTION OF PROPERTY % OF INCLUDE NAME OF THE TRANSFEREE, THEIR ITEM RELATIONSHIP TO DECD & DATE OF TRANSFER. DATE OF DEATH DECD'S EXCLUSION TAXABLE VALUE NO. ATTACH COPY OF THE DEED FOR REAL ESTATE. VALUE OF ASSET INTEREST (IF APPLICABLE) 11. PNC Brokerage IRA#8264-1290-1 9,678 100.000 9,678 0 Beneficiary: Cindy Daron, sister (see attached) TOTAL (Also enter on line 7, Recapitulation) $ 0 I;A1~tt%t ,,T= ~o~ /~ ......... (If more space ~s needed, insert additional sheets of the same size) Copyright 1999 Greatland/Nelco LP - Forms Software Only EV- 1§11EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE H FUNERAL EXPENSES & ADMINISTRATIVE COSTS ESTATE OF FILE NUMBER Gerald P. Stang 21 2002 0180 Debts of decedent must be reported on Schedule I. ITEM NO, DESCRIPTION AMOUNT A. 1. 5, 6. 7, FUNERALEXPENSES: Catholic Cemeteries Lot and opening Gingerich Memorials Marker and engraving Total from continuation pages ADMINISTRATIVE COSTS: Personal Representative's Commissions Name of Personal Representative(s) Cindy A. Daron Social Security Number(s)/EIN No. of Personal Representative(s) Sa'eetAddress 26 Half Mile Drive 337-50-1291 CityGardners State PA Zip 17324 Year(s) Commission Paid: 2002 Attorney Fees Family Exemption: (If decedent's address is not the same as claimant's, attach explanation) Claimant Street Address City State Zip Relationship of Claimant to Decedent Probate Fees Accountant's Fees Tax Return Preparer's Fees kllfirst Bank Check printing Charges to seller at Real Estate settlement Cumberland Law Journal Legal advertisement Total from continuation pages TOTAL(Alsoenteronline9, Recapitulation) 1,350 1,400 6,910 9,540 9,540 325 14 3,261 75 1,212 $ 33,627 (If more space is needed, in$¢fi additional sheets of the same size) 9 PA15111 NTF 10878 Copyright 1999 Greatland/Nelco LP - Forms Software Only Schedule H part 1 (Page 2) Estate of: Gerald P. Stang Item No. Description Amount Myers Funeral Home, Inc. 6,910 Total (Carry forward to main schedule) 6,910 Schedule H part 2 (Page 2) Estate of: Gerald P. Stang Item No. Description Amount 5 6 10 11 Cindy A. Daron Miscellaneous administration expenses Filing Fees-Register of Wills Griffith Strickler Miscellaneous administration expenses PA Department of Revenue 2001 Income tax Paul Zeigler Real Estate Real estate appraisal State of Wisconsin Birth certificates The Patriot News Legal advertisement Debra B. Wiest, Tax Collector Real estate taxes 534 25 55 13 125 27 166 268 Total (Carry forward to main schedule) 1,212 · REV-1512 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE I DEBTS OF DECEDENT, MORTGAGE LIABILITIES, & LIENS ESTATE OF Gerald P. Stang FILENUMBER 21 2002 0180 Include unreimbursed medical expenses. ITEk/ NO. DESCRIPTION AMOUNT 1. 1 10 g PA15121 NTF 10874 Alltel Utility expense Internists of Central PA Medical expense Robert J. Kantor, MD Medical expense MBNA America Consumer credit account balance Physicians of Rehabilitation, Industrial & Spine Medicine Medical expense PPL Electric Utilities Utility expense Pulmonary& Critical Care Medicine Associates, P.C. Medical expense Quantum Imaging Medical expense Susquehanna Surgeons Ltd. Medical expense Verizon Utility expense TOTAL (Also enter on line 10, Recapitulation) $ 13 363 204 24 15 399 561 12 54 23 1,669 (If more space is needed, inset[ additional sheets of the same size) Copyright 1999 Greattand/Nelco LP - Forms Software Only REV- 1513 EX+ (9-00) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT ESTATE OF SCHEDULE J BENEFICIARIES FILE NUMBER Gerald P. Stang NUMBER NAME AND ADDRESS OF PERSON(S) RECEIVING PROPERTY I TAXABLE DISTRIBUTIONS [include ou'cight spousal distributions, and transfers under Sec. 9116 (a) (1.2)] Richard Co Stang 5043 E. Escondido Avenue ~esa, AZ 85206 ! 1. 21 2002 RELATIONSHIP TO DECEDENT Do Not List Trustee(s) Father 0180 AMOUNT OR SHARE OF ESTATE 155,491 DOLLAR AMTS. FOR DISTRIBS. SHOWN ABOVE ON LINES 15 THROUGH 18, AS APPROPRIATE, ON REV- 1500 COVER SHEET NON-TAXABLE DISTRIBUTIONS: A. SPOUSAL DISTRIBUTIONS UNDER SEC. 9113 FOR WHICH AN ELECTION TO TAX IS NOT BEING MADE 1. 3~ CHARITABLE AND GOVERNMENTAL DISTRIBUTIONS 1, TOTAL OF PART II -- ENTER TOTAL NON-TAXABLE DISTRIBS. ON LINE 13 OF REV-1500 COVER SHEET (If more space is needed, insert additional sheets of the same size) Copyrigh! 2000 Greatland/Nelco LP - Forms Software Only $ 0 0 PA15131 NTF 33293 .oco v. ~ VA ' '1~. FILE NUMBER: 7 LOAN NU SETTLEMENT STATEMENT J VAR123-02 J ' 623881688 ER: J~. MORTGAGE INS CASE NUMBER: C. NOTE: This fom~ is furnished to give you a statement of actual settlement costs. Amounts paid to and by the settlement agent are shown. Items marked "[POC]" were paid outside the closing; they are shown here for informational pu poses and are not included in lhe tutals, 1,0 3~8 {VAR 123~2.PFDNAR 123.02/g ) D. NAME AND ADDRESS OF BORROWER: E. NAME AND ADDRESS OF SELLER: F. NAME AND ADDRESS OF LENDER: FRANK VARNER and ESTATE OF GERALD P. STANG ABN AMRO MORTGAGE GROUP, INC. SHAWNA L. VARNER 8 SMILEY DRIVE 2600 WEST BIG BEAVER ROAD 8 SMILEY DRIVE ' MECHANICSBURG, PA 17050 TROY, MI 48084 MECHANICSBURG, PA 17050 G. PROPERTY LOCATION: 8 SMILEY DRIVE ~ MECHANICSBURG, PA 17050 CUMBERLAND County, Pennsylvania H. SETTLEMENT AGENT: THE WILEY GROUP PLACE OF SETTLEMENT ONE SOUTH BALTIMORE STREET i l. SETTLEMENT DATE June 28, 2002 DILLSBURG, PA 17011 00. R WER: Ill. 112. 120. GROSS AMOUNT DUE FROM BORROWER 130,356.20 ~.00. AMOUNTS PAID BY OR IN BEHALF OF BORROWER .~01. Deposit or earnest money ~.02. Principal Amount ot New Loan(s) -~03. Existing loan(s) taken subject to .~05, -~08. !07. ?08. :0g. ,'SELLEI'{ AS~;I~TANCE Adjustments For Items Unpaid By 8eller !10. Clly/Iown 1axes to ;11. County'Taxes · . .. ;to. !12. 5CHOr, JL to !~3, .~14. ~15. [16. !1/. ~18. '.19. !20. TOTAL PAID BY/FOR BORROWER iud, CASH A] ~t= I I LEMEN I PR. fJM/TO BORROWER: 101. Gross Amount Due Prom Borrower (Line 120) 102. Less Amount Pai:l By/For Borrower (Line 220) 62,500.00 103. CASH ( X FROM) ( TO) BORROWER 67,856.20 ce 420. GROSS AMOUNT DUE TO SELLER I 125,143.99 1,2§1.00 500.00 2,000.00 to · 520. TOTAL REDUCTION AMOUNT DUE SELLER 603. CASH ( X TO) ( FROM) SELLER 3,761.00 125,143.99 3,761.O0~ 121,382.99 The undersigned hereby acknowledge receipt of a completed copy of pages 1&2 of this statement & any attachments referred to herein, I HAVE CAREFULLY REVIEWED THE HUD-1 SETTLEMENT STATEMENT AND TO THE BEST OF MY KNOWLEDGE AND BELIEF, IT IS A TRUE AND ACCURATE STATEMENT OF ALL RECEIPTS AND DISBURSEMENTS MADE ON MY ACCOUNT OR BY ME IN THIS TRANSACTION. I FURTHER CERTIFY THAT I HAVE F~ECEIVE. i~A.COP3~..OF THE HUD-1 SETTLEMENT STATEMENT. FRANK. VARNER . . --. / . _,,,'SI-'IAWNA' L. VAR~ER ' TO THE BEST OF MY KNOWLEDGE, THE HUD-1 SETTLEMENT STATEMENT WHICH I HAVE PREPARED IS A TRUE AND ACCURATE ACCOUNT OF THE FUNDS WHICH WF-J~,E RECEIVED AND HAVE BEEN OR W LL BE DISBURSED BY THE UNDE TRANSACTION. j' ~ _ ~ ~ RSIGNED AS PART OF THE SETTLEMENT OF THIS - ~'T~I... L~'M~-N~ U~-I-~L;~-h: ~ ~ . Settlement Agent WARNING: IT IS A CRIME TO KNOWINGLY MAKE FALSE STATEMENTS TO THE UNITED STATES ON THIS OR ANY SIMILAR FORM. PENALTIEs UPON CONVICTION CAN INCLUDE A FINE AND IMPRISONMENT. FOR DETAILS SEE: TITLE 18 U.S. CODE SECTION 1001 & SECTION 1010. O. PN CBAN< Pb. IC~ANk:; 412 768 P. 132 March 18, 2002 Wayne E. Bradbum, Jr. 110 S. Northern Way York, PA 17402-3737 Estate of Gerald P. Stang, deceased SSN: 337-50-1209 DOD: I/l 1/2002 Dear Mr. Bradbum: In response to your request lbr Date of Death balances for the customer noted above, our records show the following: Checking Account . Account #5140237707 Established 04/01/1978 · GERALD P STANG nU DOD balance: '$3,691.62 -e $0.59 accrued interest Savings Account Account #513035035 ! Established 10/01/1975 GE1L~LD P STANG Please note that this office only provides date oi death balances for deposit accounts (LRAs, CDs, Checking and Savings accounts). We do not process any financial transactions or provide statements. If you need assistance with any o~ these items, please call 1-888-PNC-BANK (I-888-762-2265) or stop by your local PNC Bank branch office. Sincerely, Rachelle Wells 1-800-"/62-1775 PT-PFSC-04-F 500 fir~ Ave, Pi mq burgh PA 15219 Mcmber FDIC TOTAL P. 82 Personal Property Appraisal for the Gerald Stang 8 Smiley Drrive Mechanicsburg, Pa 17050 February 25, 2002 KITCHEN cuckoo clock Kenmore microwave toaster china, everyday (svc 4 8) LIVING ROOM Love seat 2-L-Z-Boy recliners Magnavox 25" TV misc interior decorative items entertinment center coffee table lamp/table stand COMPUTER ROOM desk PavallJon computer tv entertainment stand 2-folding nylon chairs Dirt Devil upright vacuum misc merchandise BED ROOM Panasonic 13in tv clock radio/telephone BEDROOM UPSTAIRS misc merchandise REC ROOM La Z Boy recliner misc wall plaques deer buck mount & set of antlers BASEMENT QSP shop vac Curtis Hawk P-6E model airplane Craftsman chest-on-chest tool box w/tool GARAGE AREA Jacobson 5hp snow blower Craftsman chest-on-chest tool box w/tools 3-ton hyd jack GrillMaster gas grill Mini Mac chainsaw assortment of auto repair supplies_ . MTD Yard Machine w/bagger, 11 .Shp, 36in cut, 5spd picnic table (wood) & 4- wooden srm chairs $ 20.00 $ 25.00 $ 5.00 $ 20.00 $ 50.00 $ 100.00 $ 50.0O $ 50.00 $ 4o.oo $ lO.OO $ lO.OO $ 75.00 $ 1 oo.oo $ 20.00 $ 20.00 $ 50.00 $ 30.00 $ 25.00 $ 15.00 $ 75.00 35.00 15.00 25.00 $ 35.00 $ 100.00 $ 225.00 · ~ 200,00 $ 250.00 $ 5O.0O $ 35.00 $ 25.00 - .$ ........... 5_o_oo ........... $ 325.00 $ 40.0O 2-tier cement bird bath/fountain Smoker Craft alumn (18') canoe & boat trailer GUNS Anschutz 1450, 22cal w/Bushnell Sportview Win Ranger 120, 12ga Glenfield 25, 22cal, bolt, clip Glenfield 50, 12ga, bolt, clip associated ammo l-gun hard case carrier 2-gun hard case carder 2-soft cases $ 25.00 $ 225.OO $ 375.00 $ 175.00 $ 100.00 $ 75.00 $ 25.00 $ 25.00 $ 35.00 .$ lo.oo $ 3,270.00 In my opinion, the preceeding prices quoted are values that could possibly be obtained if the merchandise was sold at public auction. Nevin Fahnestock Auctioneer/Appraiser Wednesday, April 17, 2002 Wayne E. Bradbum, Jr. 110 $ Northern Way York, Pennsylvania 17402-3737 Estate of Gerald P. Stang Date of Death: January 11, ,:0u~, Social Security Number 337-50-1209 Dear Sir: Please find below the requested information: 1. Title of Individual Account: Gerald P. Stang 2. Date account opened 10/14/1997 3. Date of Death Value (01/11/2002) 1,859.15900 Shares Blackrock FDS Balanced Portfolio B CBIBX Price per share at the close of business on Jan. 11, 2002 - $13.93 4. Title of IRA Account: GeraldP. Stang ~'~/~'~' //:~ ~.~ 5. Date Account Opened: 04/14/1997 6. Date of Death Valuation (01/11/2002) 694.75900 Shares Blackrock FDS Balanced Portfolio B CBIBX Price per share at .the close of business on Jan. ~ ~ 900- $13.93 7. Beneficiary of IRA Account: Cynthia A. Daron Please do not hesitate to contact me if I can provide you with further information. Sincerely, Chuck Little Sr. Investment Consultant A PNC Bank Company 2 East Main Street Mechanicsburg Pennsyivania 17055 www. pncbrokerage.com important Imtestor Jnformation: Securities brokerage and other products and services are provided by PN£ BrokeraQe . Corp, a registered broker-dealer arid member 51PC. PNC Brokerage Corp isa subsidiary of PNC Bank, National ' f.~ oMayLose'~ue Association, which is not a broker-dealer. *No Bank Guarantee Register of Wills of Cumberland County, Pennsylvania Estate of also known as / Gerald P. Stan~ INVENTORY , Deceased No. 2102 00180 Date of Death Social Security No. 01/11/2002 337-50-1209 Cynthia A. Daron Personal Representative(s) of the above Estate, deceased, verify that the items appearing in the following Inventory include all of the personal assets wherever situate and all of the real estate in the Commonwealth of Pennsylvania of said Decedent, that the valuation placed opposite each item of said Inventory represents its fair value as of the date of the Decedent's death, and that Decedent owned no real estate outside of the Cornrr~3nwealth of Pennsylvania except that which appears in a memorandum at the end of this Inventory. I/We verify that the statements made in this Inventory are true and correct, lANe 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: Peter D. Solymos, Esq. I.D. No.: 07475 Personal Represe,tative Signature: C-ynl~hia A. Daron Signature: Address: 110 South Northern Way Address: 26 Half Mile Drive York, PA 17402 Gardners, PA 17324 717/757-7602 Telephone: 717/486-4810 Telephone: Dated: See attached Schedule A See attached Schedule E (Attach additional sheets if necessary) Description Value 125,000.00 65,786.00 Total: 190,786.00 NOTE: The Memorandum of real estate outside the Commonwealth of Pennsylvania may, at the election of the personal representative, include the value of each item, but such figures should not be extended into the total of the Inventory. Prepared by the Pennsylvania Bar Association Copyright (c) 1996 form software only CPSystems, Inc. Form #Ri-7 (199;!) REV-1502 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE A REAL ESTATE ESTATE OF FILE NUMBER Gerald P. Stang 21 2002 0180 All real property owned solely or as a tenant in common must be reported at fair market value. Fair market value is defined as the price at which property would be exchanged between a willing buyer and a willing seller, neither being compelled to buy or sell, both having reasonable knowledge of the relevant facts. Real property which is jointly-owned with right of survivorship must be disclosed on Schedule F. ITEM VALUE AT DATE NO. DESCRIPTION OF DEATH 1. 8 Smiley Drive Mechanicsburg, PA 17050 (see attached settlement sheet) TOTAL (Also enter on line 1, Recapitulation) 125,000 $ 125,000 (If more space is needed, insert additional sheets of the same size) 9 PA15021 NTF 10871 Copyri~lht 1999 Greatland/Nelco LP - Forms Software Only REV- 1508 EX + (1-97) COMMONWEALTH OF PENNSYLVANIA INHERITANCE TAX RETURN RESIDENT DECEDENT SCHEDULE E CASH, BANK DEPOSITS, & MISC. PERSONAL PROPERTY ESTATE OF FILE NUMBER Gerald P. Stang 21 2002 0180 include proceeds of litigation & date proceeds were received by the estate. All prop. jointly-owned with right of survivorshi ITEM NO. 11. 2 10 DESCRIPTION 1995 Ford Probe Sale price 1995 Ford Truck Sale price Checking #5140237707 PNC Bank Interest accrued to 01/11/2002 (see attached) DIRECTV Refund Discover Card Credit balance Don McKendrick Loan payments Erie Insurance Company Vehicle insurance refund Funds to seller at Real Estate settlement (see attached settlement sheet) Heritage Medical Group Refund Personal property (see attached) Total from continuation pages TOTAL (Also enter on line 5, Recapitulation) $ must be disclosed on Sch. F. VALUE AT DATE OF DEATH 4,400 10,000 3,692 1 74 27 558 854 144 38 3,270 42,730 65,786 (If more space is needed, insert additional sheets of the same size) 9 PA15081 NTF 10875 Copyright 1999 Greatland/Nelco LP - Forms Software Only Estate of: Gerald P. Stang Item No. Description 11 Playboy Enterprises Int. Subscription refund 12 PNC Brokerage#25743931 (see attached) 13 PP&L Refund 14 Savings#5130350351 PNC Bank Interest accrued to 01/11/2002 (see attached) 15 Sears Disability payments 16 Travelers Insurance Company Refund 17 United States Treasury 2001 Income tax refund 18 Verizon Refund Schedule E (Page 2) Value at Date of Death 25,898 14 14,692 6 1,259 80 747 28 Total (Carry forward to main schedule) 42,730 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) 001773 PETER D SOLYMOS & GRIFFITH STICKLER ESQUIRE 110 S NORTHERN WAY YORK, PA 17402 ........ fold ESTATE INFORMATION: SSN: 337-50-1209 FILE NUMBER: 2102-01 80 DECEDENT NAME: STANG GERALD P DATE OF PAYMENT: 10/25/2002 POSTMARK DATE: 1 0/24/2002 COUNTY: CUMBERLAND DATE OF DEATH: 01/1 1/2002 ACN ASSESSMENT CONTROL NUMBER AMOUNT 101 $793.31 TOTAL AMOUNT PAID: $793.31 REMARKS: PETER D SOLYMOS & GRIFFITH STICKLER ESQUIRE SEAL CHECK//131 INITIALS: JA RECEIVED BY: MARY C. LEWIS REGISTER OF WILLS REGISTER OF WILLS IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNA. ORPHANS' COURT DIVISION NO. FIRST AND FINAL ACCOUNT AND SCHEDULE OF PROPOSED DISTRIBUTION OF CORA D. DOUGLAS, EXECUTRIX OF THE ESTATE OF WILLIAM W. DREISBACH, DECEASED, LATE OF PENN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA. DATE OF DEATH: February 23, 2002 NO. 21-00-0180 LETTERS GRANTED: February 29, 2000 FIRST COMPLETE ADVERTISEMENT OF GRANT OF LETTERS: March 9, 16, 23, 2000 DEBITS PRINCIPAL: REAL ESTATE 1522 Pine Road, Carlisle, PA, house and 53.9 acres, selling price 8.7 acre tract of mountain land off Pine Road, Carlisle, Pa. - selling price - $29,250, joint with Don Dugan, 1/2 value $177,500.00 $ 14,625.00 TOTAL PRINCIPAL: REAL ESTATE $192,125.00 PRINCIPAL: PERSONALTY 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. Orrstown Bank, checking Keystone Financial checking Cash Orrstown Bank, C.D. Thomwald Home refund Lincoln Ins. Group, cash value policy Sprint refund Hartford Insurance refund 1999 PA income tax refund 1999 IRS income tax refund AARP refund of premium AARP, refund of premium Thomwald Home refund, pharmacy Sprint refund Coins Real estate tax proration received on 1522 Pine Road TOTAL PRINCIPAL PERSONALTY 3,766.30 7,085.29 235.25 20,397.39 915.85 1,135.00 11.50 8.46 13.00 577.00 129.00 480.00 400.20 5.81 1,084.68 1,610.50 37,855.23 $37,855.23 PRINCIPAL - INCOME STOUFFER RENT, 29 MONTHS @$200.00 MCGILL RENT, 6 MONTHS @$350.00 RENSCHLER RENT, 29 MONTHS @$155.00 FROMM, MONEY PAID TO HOLD OPEN AGREEMENT OF SALE $5,800.00 $2,100.00 $4,495.00 $4,400.00 TOTAL PRINCIPAL INCOME $16,795.00 TOTAL DEBITS: $246,775.23 2 ITEM NUMBER 1. 2. 3. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. 18. CREDITS The Accountants herein credit themselves with the following: DESCRIPTION FUNERAL EXPENSES: Ewing Brothers FuneralHome Georges flowers Deborah Stoup, reimbursement food/beverage for wake ADMINISTRATIVE COSTS: Personal Represenlalive's Commissions Name of Personal Reprasenlative (s) Cora D. Douglas Social ~ Number(s) I EIN I~ of Personal Represenlafive(s) Street Address Cily Slate Year(s) Commission Paid: ^.omey Fees Douglas, Douglas & Douglas Family Exemption: (If decedents address is not Ihe same as claimanfs, attach explanation) Claimant z~ Streel Adctess City Slate Zip Relationship of Claimanl 1o Decedent Prc~:)ate Fees Register of Wills Acco~nlanrs Fees Gmenawalt (2000 1041 -$300, 2001-1041 - $295. Final 1041- $300) TaxRelumPreparef'sFees H& R Block, 1999 1040- $205.00 2000 1040 - 175.00 Castles Lumber, last bill Mable Stitt, real estate taxes, 1522 Pine Road property Corn D. Douglas, reimbursement Thomwald bill pd. prior to death Sentinel, advertising Cumberland Law Joumal, advertising Register of Wills, reserved for filing inventory, appraisement and final account Waste Management, 1522 Pine Road Marlin Ewing, septic tank repair $353.00 + 75.00 Moff'~ Pease, dr. bill Pharmertca, pharmacy bill Waste Management Teresa McGill, retum of security deposit TOTAL 5,540.00 106.00 137.68 0.00 0.00 0.00 302.00 895.00 380.00 26.15 416.62 915.85 78.70 75.00 200.00 57.75 428.00 12.52 1,440.15 57.75 350.00 J$ 90~081.8G (If more space is needed, insert ~ddifional sheets of lhe same size) ITEM NUMBER 19. 20. 21. 22. 23. 24, 25. 26. 27. 28. 29. 30. 31. 32. 33. 34. 35. 36. 37. 38. 39. 40. 41. 42. 43. 44. 45. 46. 47. 48. 49. 50. 51. 52. 53. 54. 55. 56. 57. 58. 59. 60. 61. 62. DESCRIPTION PP&L PP&L Diversified Appraisal Mabel Stitt, real estate taxes, 1522 Pine Road Carolyn McQuillen, real estate taxes, 8.7 acre tract of land PP&L Waste Management Kough's Oil Service, 1522 Pine Road, fuel oil PP&L Louis J. Harford, Surveyor Dale Monismith, mowing and yard work Kough's Oil Svc. PP&L Kough's Oil Svc. Waste Management Kough's Oil Svc. PP&L CGU Homeowner's Policy PP&L CGU Homeowner's Policy Kough's Oil Svc. Mabel Stitt, real estate taxes, 1522 Pine road Carolyn McQuillen, real estate taxes, 8.7 acre tract of land CGU Homeowner's Policy PP&L PA Dept. of Revenue, 1041 taxes PP&L Cadisle Hospital, last bill PA Dept.of Revenue, PA 40 taxes for 2000 CGU Homeowner's Policy Kough's Oil Svc. PP&L Phillip Stouffer, repair mower PP&L Waste Management PP&L PP&L Carolyn McQuillen, real estate taxes on 8.7 acre tract of land Mabel Stitt, real estate taxes, 1522 Pine Road Dale Monismith, mowing and yard work PP&L Waste Management PP&L PP&L 3 b AMOUNT 28.05 26.96 450.00 1,848.04 130.79 24.22 57.75 186.38 25.25 4,236.60 446.00 187.09 32.44 177.66 57.75 131.22 35.55 21.75 35.08 21.75 239.32 345.68 53.34 21.75 29.66 62.00 26.90 16.59 45.00 171.75 205.89 29.42 40.00. 25.12 58.58 22.94 25.65 285.98 1,615.60 655.00 24.34 58.30 22.77 20.56 ITEM NUMBER 63. 64. 65. 66. 67. 68. 69. 70. 71. 72. 73. 74. 75. 76. 77. 78. 79. 80. 81. 82. 83. 84. 85. 86. 87. 88. 89. 90. 91. 92. 93. 94. 95. 96. 97. 98. 99. 100. 101. 102. DESCRIPTION Waste Management PP&L PP&L Kough's Oil Svc. Dale Monismlth, mowing and yard work Marlin Ewing, repair UV light, and household repair CGU Homeowner's Policy Aegis Insurance PP&L Kough's Oil Svc. Waste Management PP&L Mabel Stitt, real estate taxes, 1522 Pine Road Kough's Oil Svc. Carolyn McQuillen, real estate taxes, 8.7 acre tract of land M&T Bank, bank charge on estate account M&T Bank, estate checks PP&L U.S. Treasury, 1041 taxes PA Dept. of Revenue, PA 41 taxes Kough's Oil Svc. PP&L Waste Management PP&L PP&L Mabel Stitt, real estate taxes, 1522 Pine Road Carolyn McQuillen; real estate taxes, 8.7 acre tract of land PP&L Manor Care Nursing Home Wolfe & Shearer, realtor's commission Recorder of Deeds, 1% transfer tax Interstate Termite and pest control DEW & Sons, septic certification I/2 cost of heating system for 1522 Pine Road BIS Home Inspection on sale of 1522 Pine Road Recorder of Deeds, I% transfer lax on 8 acre lot Pa. Inheritance tax 'Dale Monismith, yard work Aegis Insurance, trailer ins. PA Inheritance tax -interest and penalties N~OUNT 58.08 16.78 21.64 534.19 225.00 189.88 265.00 135.00 25.34 93.77 61.50 22.35 393.09 90.73 60.78 54.00 19.77 21.12 30.00 85.00 72.57 18.38 62.05 17.87 16.71 1,775.37 303.00 19.35 9,217.12 10,650.00 1,775.00 890.40 460.00 1,100.00 90.00 146.25 33,742.07 621.00 128.00 2,892.06 TOTAL DEBITS TOTAL CREDITS RECAPITULATION $246,775.23 $ 90,081.86 BALANCE FOR DISTRIBUTION $156,693.37 Cora D. Douglas COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND ) SS:, Cora D. Douglas, being duly sworn according to law, deposes and says that the averments of the within First and Final Account are true and correct to the best of affiant's knowledge, information and belief. (~ofa D. Douglas \ Swom to and subscribed ,bed~e me this ,Z~ day oLdC~ ,2002 Notarial Seal Anne M. Cox, Notary Public Carlisle Bom.ugh, Cumberland County My Commission Expires July 14, 2005 4 IN THE COURT OF COMMON PLEAS OF CUMBERLAND COUNTY, PENNA. ORPHANS' COURT DIVISION NO. STATEMENT OF PROPOSED DISTRIBUTION OF CORA D. DOUGLAS, EXECUTRIX OF THE ESTATE OF WILLIAM W. DREISBACH, DECEASED, LATE OF PENN TOWNSHIP, CUMBERLAND COUNTY, PENNSYLVANIA. I, the Accountant herein, propose to distribute the said estate in accordance with the Last Will and Testament of William W. Dreisbach: BALANCE FOR DISTRIBUTION $156,693.37 Under Item II, "I bequeath the sum of $1,000 each to the following individuals:" V.J. Donnely C/oMrs. Patricia Donnelly 53 Piedmont Pond Rd. Rutland, Vt. 05701 Phone: 802-775-6896 $1,000.00 Katie Donnely C/oMrs. Patricia Donnelly 53 Piedmont Pond Rd. Rutland, Vt. 05701 Phone: 802-775-6896 $1,000.00 Andrea Stoup C/o Mrs. Deborah Stoup 1209 Sherwood Dr. Carlisle, Pa. 17013 Phone: 249-8786 $1,000.00 Elizabeth Stoup C/o Mrs. Deborah Stoup 1209 Sherwood Dr. Carlisle, Pa. 17013 Phone: 249-8786 $1,000.00 George F. Douglas, IV C/o George F. Douglas, III, Esquire 1000 Forbes Road Carlisle, Pa. 17013 Phone: 249-7806 $1,000.00 Justine Douglas C/o George F. Douglas, III, Esquire 1000 Forbes Road Carlisle, Pa. 17013 Phone: 249-7806 Zoe Carnes-Douglas C/oWilliam P. Douglas, Esquire 2127 Walnut Bottom Rd. Carlisle, Pa 17013 Phone: 249-2087 Liam Cames-Douglas C/oWilliam P. Douglas, Esquire 2127 Walnut Bottom Rd. Carlisle, Pa 17013 Phone: 249-2087 Spencer William Pechart C/o Eric L. Pechart, II 1250 Pine Road Carlisle, PA 17013 $1,000.00 $1,000.00 $1,000.00 $1,000.00 UNDER ITEM III, "I DEVISE AND BEQUEATH ALL THE REST, RESIDUE AND REMAINDER OF MY ESTATE IN WHATSOEVER FORM, IN EQUAL SHARES, TO THE FOLLOWING:" Cora D. Douglas, 1/6 SHARE 37 E. Ridge St. LESS THIS AMOUNT PAID Carlisle, Pa. 17013 FINAL DISTRIBUTION Phone: 243-2642 $24,426.40 -20,000.00 $ 4,426.40 Mrs. Patficia Donnelly, 1/6 SHARE 53 Piedmont Pond Rd. LESS THIS AMOUNT PAID Rutland, Vt. 05701 FINAL DISTRIBUTION Phone: 802-775-6896 $24,426.40 -20,000.00 $ 4,426.40 Mrs. Deborah Stoup, 1/6 SHARE 1209 Sherwood Dr. LESS THIS AMOUNT PAID Carlisle, Pa. 17013 FINAL DISTRIBUTION Phone: 249-8786 $24,426.40 -20,000.00 $ 4,426.40 George F. Douglas, III, Esquire, 1/6 SHARE 1000 Forbes Road LESS THIS AMOUNT PAID Carlisle, Pa. 17013 FINAL DISTRIBUTION Phone: 249-7806 $24,426.39 -20,000.00 $ 4,426.39 William P. Douglas, Esquire, 1/6 SHARE 2127 Walnut Bottom Rd. LESS THIS AMOUNT PAID Carlisle, Pa 17013 FINAL DISTRIBUTION Phone: 249-2087 $24,426.39 -20,000.00 $ 4,426.39 6 Eric L. Pechart, II, 1/6 SHARE 1250 Pine Road LESS COINS Carlisle, PA 17013 LESS THIS AMOUNT PAID FINAL DISTRIBUTION Lincoln Insurance Group, cash value policy TOTAL DISTRIBUTION $24,426.39 - 1,084.68 -20,000.00 $ 3,341.71 $ 1,135.00 $156,693.37 Co-~. D. DOUGLAS COMMONWEALTH OF PENNSYLVANIA) COUNTY OF CUMBERLAND ) SS:, Cora D. Douglas being duly sworn according to law, deposes and says that the averments of the within First and Final Account are true and correct to the best of affiant's knowledge, information and belief. Co~a D~-Dou~las ,/~// - Sworn to and subscribed ?fT~ me .th~s ~-~ ir d:Y_~°f ~)'e~ ' 2002 ~ ~ Notary Notarial Seal Anne M. Cox, Notary Public Carlisle Borough, Cumberland County My Commission Expires July 14, 2005 7 BUREAU OF INDIVIDUAL TAXES ~TNHERZTAtNCE TAX DZVTSTON DEPT. 180601 HARRTSBURG, PA 17118-0601 PETER D SOLYNOS ESQ GRIFFITH STRICKLER 110 S NORTHERN NAY YORK CONNONNEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE NOT/CE OF INHERITANCE TAX APPRA/SEMENT, ALLONANCE OR DISALLO#ANCE OF DEDUCTIONS AND ASSESSMENT OF TAX PA 17qOZ~ DATE lO-II-ZOO2 ESTATE OF STANG DATE OF DEATH 01-11-2002 FILE NUMBER 21 01-0180 C~UNTY CUMBERLAND ACN 101 I Amoun~ Remi~ed GERALD P MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGISTER OF MILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 CUT ALONG THIS LINE ~ RETAIN LONER PORTZON FOR YOUR RECORDS ~ REV-15&7 EX AFP (01-02) NOTICE OF INHERITANCE TAX APPRAISEMENT, ALLONANCE OR DZSALLONANCE OF DEDUCTIONS AND ASSESSHENT OF TAX ESTATE OF STANG GERALD P FILE NO. 21 02-0180 ACN 101 DATE 10-22-2002 TAX RETURN NAS: ( ) ACCEPTED AS FILED (X) CHANGED SEE ATTACHED NOTICE RESERVATION CONCERNING FUTURE INTEREST - SEE REVERSE APPRAISED VALUE OF RETURN BASED ON: ORTGTNAL RETURN 1. Real Estate (Schedule A) (1) 2. Stocks and Bonds (Schedule B) (2) $. Closely HaZd Stock~Partnership Interest (Schedule C) ($) rt. Mortgages/Notes Receivable (Schedule D) (rt) 5. Cash/Bank Deposits~Misc. Personal Property (Schedule E) (5) 6. Jo/nfl/ Owned Property (Schedule F) (6) 7. Transfers (Schedule G) (7) 8. Total Assets APPROVED DEDUCTTONS AND EXEMPTTONS: 9. Funeral Expenses/Adm. Costs/M/sc. Expanses (Schedule H) (9) 10. Debts/Mortgage L/ab/1/t/es/L/ens (Schedule 1) (10) 11. Total Deduct/ohs 12. Nat Value of Tax Return 1251000.00 O0 O0 00 65~786.00 O0 NOTE: To /nsure proper cred/t to your account, subm/t the upper port/on of th/s form w/th your tax payment. 91678.00 (a) ZO0,q6q. O0 $$,627.00 1~669.00 (11) 35.295.00 (12) 165,169.00 15. NOTE: Char/table/Governmental Bequests; Non-elected 9115 Trusts (Schedule J) (15) . O0 Net Value of Estate Sub~act to Tax (lq) 165,169. O0 Zf an assessment was issued previously, 11nas lq, 15 and/or 16, 17, 18 and 19 will reflect figures that lnclude the total of ALL returns assessed to date. ASSESSMENT OF TAX: 15. Amount of L/ne lrt at Spousal rate 16. Amount of L/ne lrt taxable at L/heal/Class A rata 17. Amount of L/ne lrt at S/bl/ng rata 18. Amount of L/ne lrt taxable at Collateral/Class B rata 19. Pr/nc/pal Tax Due TAX CREBZTS: PAYMENT RECE/PT DATE NUMBER INTEREST/PEN PAID (-) 03-28-2002 CD001021 $68.q2 INTEREST IS CHARGED THROUGH 11-06-2002 AT THE RATES APPLICABLE AS OUTLINED ON THE REVERSE SIDE OF THIS FORM (15) .00 x O0 = .00 (16) 155,~91.00 x Oq5= 6,997.00 (17) 9,678.00 x 12 = 1,161.$6 (ZB) .00 x 15 = .00 (19)= 8,158.36 AMOUNT PAID 7,000.00 TOTAL TAX CREDIT BALANCE OF TAX DUE INTEREST AND PEN. TOTAL DUE 7,368.q2 IF PAID AFTER DATE INDICATED, SEE REVERSE FOR CALCULATION OF ADDITIONAL /NTEREST. 789.9q 3.37 793.31 ( ZF TOTAL DUE IS LESS THAN ~1, NO PAYMENT ZS REQUIRED. ZF TOTAL DUE ZS REFLECTED AS A 'CRED/T' (CR), YOU MAY BE DUE A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRUCTIONS.) RESERVATION: PURPOSE OF NOTICE: PAYNENT: REFUND (CR): OBJECTIONS: ADNZN- ISTRATZVE CORRECTIONS: DISCOUNT: PENALTY: INTEREST: Estates of decedents dying on or before Dacseber 12, 1982 -- if any future interest in the estate is transferred in possession or enjoyment to Class B (collateral) beneficiaries of the decedent after the expiration of any estate for lifo or for years, the Commonwealth hereby expressly reserves the right to appraise and assess transfer Inheritance Taxes at the lawful Class B (collateral) rate on any such future interest. To fulfill the requirements of Section ZlfiO of the Inheritance and Estate Tax Act, Act 25 of 2000. (72 P.S. Section 916,0). Detach the top portion of this Notice and submit mith your payment to the Register of Hills printed on the reverse side. --Hake check or money order payable to: REGISTER OF NILES) AGENT A refund of a tax credit, which was not requested on the Tax Return, may be requested by completing an "Application for Refund of Pennsylvania Inheritance and Estate Tax" (REV-IS13). Applications ere available at the Office of the Register of Hills, any of the ZS Revenue District Offices, or by calling the special ZD,-hour answering service for fores ordering: 1-800-362-Z050; services for taxpayers with special hearing and / or speaking needs: 1-800-6,6,7-5020 (TT only). Any party in interest not satisfied with the appraisement, allowance, or disallowance of deductions, or assessaent of tax (including discount or interest) as shown on this Notice must object within sixty (60) days of receipt of this Notice by: --written protest to tho PA Department of Revenue, Board of Appeals, Dept. 281021, Harrisburg, PA 17128-1021, --election to have the matter determined at audit of the account of the personal representative, OR --appeal to the Orphans' Court. OR 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 5 of the booklet "Instructions for Inheritance Tax Return for a Resident Decedent" (REV-IS01) for an explanation of adainistratively correctable errors. If any tax due is paid within three (:5) calendar months after tho decedent's death, a five percent (52) discount of the tax paid is allowed. 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 the same manner and in the tho same time period as you would appeal the tax and interest that has been assessed as indicated on this notice. Interest is charged beginning with first day of delinquency, or nine (9) months and one (1) day from the date of death, to the date of payment. Taxes which became delinquent before January 1, 1982 bear interest at the rate of six (62) percent per annum calculated at a daily rate of .000166,. All taxes which became delinquent on and after January 1, 19BI will bear interest at a rate which will vary free calendar year to calendar year with that rata announced by the PA Department of Revenue. The applicable interest rates for 1982 through 2002 are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 Z07. . 00056,8 1992 9;( · 00026,7' 198:5 167. .0006,58 1995-1996, 72 .000192 1986, llZ .000:501 1995-1998 92 .00026,7 1985 1:52 . 000556 1999 72 . 000192 1986 102 .000276, ZOO0 82 .000219 1987 97. .00026,7 Z001 92 .00026,7 1988-1991 112 .000:501 2002 62 .000166, --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAZD X NUNBBR OF DAYS DELZNiIUENT X DAILY INTEREST FACTOR --Any Notice issued after the tax becomes delinquent will reflect an interest calculation to fifteen [la] days beyond tho 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) ~ INHERITANCE TAX EXPLANATION COMMONVVEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE OF CHANGES BUREAU OF INDIVIDUAL TAXES DEPT. 280601 HARRISBURG, PA 17128-0601 DECEDENT'S NAME FILE NUMBER Gerald P Stang 2102-0180 REVIEVVED BY ACN Deborah Washington 101 ITEM SCHEDULE NO. EXPLANATION OF CHANGES G I Because decedent was on disability, he did have excess to his I R A, therefore it is taxable to the beneficiary ROW Page 1 BUREAU OF ZNDZVZDUAL TAXES ZNHERTTANCE TAX DTV/SZON DEPT. 280601 HARRTSBURG., PA 17128-0601 PETER D SOLYMOS ESQ SRIFFTTH STRICKLER 110 S NORTHERN WAY YORK pA~ 17402 COMMONWEALTH OF PENNSYLVAN'rA DEPARTMENT OF REVENUE ZNHERZTANCE TAX STATEHENT OF ACCOUNT DATE ESTATE OF DATE OF DEATH FZLE NUNBER COUNTY ACN 12-05-2002 STANG 01-11-2002 21 02-0180 CUMBERLAND 101 Amoun~ Rem'i t~ed RE¥-].~;07 EX AFP (01-02) GERALD MAKE CHECK PAYABLE AND REHZT PAYMENT TO: REGZSTER OF WILLS CUMBERLAND CO COURT HOUSE CARLISLE, PA 17015 NOTE: To insure proper credit ~o your account, submit the upper portion of this form with your tax payment. CUT ALONG THZS L~'NE ~'~ RETA'rN LOWER PORT'rON FOR YOUR RECORDS REV-1607 EX AFP (01-0:~) ~xx 'rNHERZTANCE TAX STATEMENT OF ACCOUNT ESTATE OF STANG GERALD P FZLE NO. 21 02-0180 ACN 101 DATE 12-05-2002 THTS STATENENT TS PROV/DED TO ADV/SE OF THE CURRENT STATUS OF THE STATED ACN TN THE NAHED ESTATE. SHOWN BELO# 'rs A SUNNARY OF THE PR'rNC/PAL TAX DUE, APPL/CAT/ON OF ALL PAYNENTS, THE CURRENT BALANCE, AND, TF APPL.rCABLE, A PROJECTED INTEREST F.rGURE. DATE OF LAST ASSESSMENT OR RECORD ADdUSTMENT: 10-22-2002 PRINCIPAL TAX DUE: ........................................................................................................................................................................................................................... PAYMENTS (TAX CREDITS): 8,158.36 PAYMENT RECEIPT DISCOUNT (+) DATE NUNBER INTEREST/PEN PAID (-) AMOUNT PAID CDO01021 368.42 03-28-2002 10-24-2002 CD001775 i .68- .rF PA'rD AFTER THZS DATE, SEE REVERSE S'rDE FOR CALCULAT'rON OF ADD'rT/ONAL 'rNTEREST. ( 'rF TOTAL DUE ZS LESS THAN $1, NO PAYHENT 'rS REQU/RED. 'rF TOTAL DUE 'rS REFLECTED AS A "CREDIT" {CR}, YOU NAY BE DUE A REFUND. SEE REVERSE S'rDE OF TH'rS FORH FOR /NSTRUCT.rONS. } 7,000.00 793.31 TOTAL TAX CREDZT 8,160.05 BALANCE OF TAX DUE 1.69CR ZNTEREST AND PEN. .00 TOTAL DUE 1.69CR PAYMENT: Detach the top portion of this Notice and submit Nith your payment made payable to the name and address printed on the reverse side. -- If RESIDENT DECEDENT make check or money order payable to: REGISTER OF #ILLS, AGENT. -- If NON-RESIDENT DECEDENT make check or money order payable to: COMMON#EALTH OF PENNSYLVANIA. REFUND (CR): A refund of a tax credit, which Nas 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 Hills) any of the Z3 Revenue District Offices or from the Department's Iq-hour answering service for forms ordaring: 1-800-36Z-ZOSO; services for taxpayers aith special hearing and / or speaking needs: 1-800-qqT-3OZO (TT only). REPLY TO: guestions regarding errors containad on this notice should be addressed to: PA Department of Revenue) Bureau of Individual Taxes) ATTN: Past Assessment Raviea Unit, Dept. ZS06Ol) Harrisburg, PA 17liS-0601) phone (717) 787-6505. DISCOUNT: If any tax due is paid within three (3) calendar months after the decedant's death, a five percent (SI) discount of the tax paid is alIowed. PENALTY: The 15Z tax amnesty nan-participation penalty is computed on the total of the tax and interest assessed) and not paid before January 18) 1996) the first day altar the end of the tax amnesty period. INTEREST: 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) 198Z bear interest at the rate of six (6X) percent par annum calculated at a daily rate of .O0016q. All taxes which became delinquent on and after January 1, 198Z will bear interest at a rate Nhich will vary from calendar year to calendar year with that rate announced by the PA Department of Revenue. The applicable interest rates for 19aZ through ZOOZ are: Year Interest Rate Daily Interest Factor Year Interest Rate Daily Interest Factor 1982 lOX .O005qB 1992 9Z .O00Zq7 I983 16Z .OOOq38 1993-199q 72 .000192 19Bq 112 .O00SOX 1995-1996 92 .O00Zq7 1985 l~Z .000~56 1999 7X .OOOlgZ 1986 1DX .O0027~ ZOOO 8X .OOOZZ9 1987 9X .O00Zq7 ZOO1 9X .O00Zq7 1988-1991 llX .000~01 ZOOZ 6X .O0016q --Interest is calculated as follows: INTEREST = BALANCE OF TAX UNPAID X NUNBBR OF DAYS DELINQUENT X DALLY INTEREST FACTOR --Any Notice issued after the tax becomes deXinquant Nill raflect an interest calculation to fifteen (15) days beyond the date of fha assessment. If payment Js made after the interest computation date sheen on the Notice, additional intarast must be calculated. REGISTER OF WHJS OF CUMBERLAND COUNTY INTERIM STATUS REPORT BY PERSONAL REPRESENTATIVE NO. ~1-200~-0180 Name of Decedent: Gerald P. Stang Soc, Sea No.: 337-51L 1~09 Date of Death: January 11, ~00~ Name of Personal Representative(s): Cynthia K. Daron Capacity (check one) Executor Administrator Adnfinistrator c,t.a~ Administrator &b.~ Is the administration of the estate complete? Yes No X If "yes," how was the administration ended? (check one) By com~ accounting: By account stated to parties in interest: Did the parties release the personal representative? Other (explain): Total amount paid to date to creditors and for funeral and administrative expenses $35,295.00 Total value of distaqbutions to date to beneficiaries $155,491.00 If administration is not complete, estimated value of assets still in administration $12,000.00 X I certify trader penalty of perjury that the foregoing information is correct to the best of my knowledge, information and belief. Date: ~-t~'~)~ ~3~m-os-~ ~s-q~-r~ (Print or type name below signature Co~msel to Estate and indicate whether personal representative or counsel) * This report must be signed by the personal representative, or one of them when more than one, or by counsel for the estate. STATUS REPORT UNDER RUIA~ 6.12 Nmne of Deceden~ Gerald P. Stang Date of Death: January 11, 2002 Will No.: Ad~nin. No.: 21-02-0180 l~rsuant to Rule 6.12 of the Sup~vme 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 2. If the answer is No, state when the personal representative reasonably believes that the administration will be complete: 3. If the answer to No. 1 is Yes, state the following: Did the personal representative file a final account with the Court? No. The separate Orphans' Court No. (if any) for the pemonal ~presentative's account is: Co Did the pemonal representative state an account info~nally to the parties in interest? Yes d° Date: June 14, 2004 Copies of receipts, releases, joinders and approvals of formal or info~xnal accounts may be filed with the Clerk of the (hThans' Court and may be attached to this repo~ Capacity. Counsel for Pemonal Representative Name: Peter D. Solymos Address: ll0 South Northern Way York PA 17402 Telephone No.: 717- 757- 760P